iShares Core S&P 500 ETFIVVETF

13F holders, Q3 2024 (September 30)
3,209holders +87
128new positions
57sold out
10famous investors
$576.47avg. 13F price*

At the end of Q3 2024, 3,209 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 87 from Q2 2024. 128 opened new positions and 57 sold out. The largest holders were BlackRock, Inc. ($39.5B), Envestnet Asset Management Inc. ($20.0B) and Northwestern Mutual Wealth Management Co. ($16.9B). 10 famous investors held it, including Ray Dalio (7.3% of Bridgewater Associates's portfolio), George Soros (3.5% of Soros Fund Management's portfolio) and Israel Englander (2.5% of Millennium Management's portfolio).

Company
iShares Core S&P 500 ETF
CUSIP
464287200
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 3,085Q1 2024Q2 2024: 3,122Q2 2024Q3 2024: 3,209Q3 2024Q4 2024: 3,610Q4 2024Q1 2025: 3,572Q1 2025Q2 2025: 3,624Q2 2025Q3 2025: 3,682Q3 2025Q4 2025: 4,021Q4 2025Q1 2026: 4,007Q1 2026Q2 2026: 4,120Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions128$2.7B
Exits57$6.1B

All 13F filers, Q2 2024 → Q3 2024: 45,472,764 shares bought and 28,744,556 shares sold, net +16,728,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,209 holders

BlackRock, Inc. 0.83% — 68,428,453 $39.5B
Envestnet Asset Management Inc. 6.45% Reduce -3.9% 34,647,971 $20.0B
Northwestern Mutual Wealth Management Co. 15.01% Add +3.3% 29,291,410 $16.9B
Bank of America Corp. 1.27% Add +58.6% 25,216,794 $14.5B
Morgan Stanley 1.04% Add +14.3% 24,931,799 $14.4B
Marshall Wace, LLP 17.51% Add +2.9% 23,161,000 $13.4B
Creative Planning 12.20% Add +1.2% 21,368,471 $12.3B
JPMorgan Chase & Co. 0.97% Add +11.7% 20,924,985 $12.1B
Wells Fargo & Company 2.24% Add +0.9% 15,966,218 $9.2B
PNC Financial Services Group, Inc. 5.44% Reduce -0.2% 14,785,364 $8.5B
Bank of New York Mellon Corp 1.47% Add +0.3% 13,720,852 $7.9B
Royal Bank of Canada 1.54% Reduce -8.0% 11,988,989 $6.9B
Goldman Sachs Group Inc. 1.31% Reduce -9.7% 11,883,703 $6.9B
Jones Financial Companies LLLP 6.82% Add +5.2% 11,574,855 $6.6B
Squarepoint Ops LLC 18.69% Add +122.6% 9,796,175 $5.7B
LPL Financial LLC 2.32% Add +0.3% 9,010,849 $5.2B
First Command Advisory Services, Inc. 49.09% Add +0.1% 8,819,217 $5.1B
CI Investments Inc. 18.16% No change 8,269,682 $4.8B
Truist Financial Corp. 6.69% Add +7.1% 7,367,344 $4.2B
Ameriprise Financial Inc. 1.02% Reduce -2.5% 6,838,417 $3.9B
FMR LLC 0.23% Reduce -3.9% 6,440,228 $3.7B
US Bancorp \de 4.71% Reduce -2.1% 6,352,964 $3.7B
Wealth Enhancement Advisory Services, LLC 7.66% Add +6.3% 6,170,596 $3.6B
Northern Trust Corp. 0.56% Add +6.5% 5,915,891 $3.4B
Millennium Management 2.49% Reduce -20.1% 4,803,669 $2.8B
Prudential Financial Inc. 3.90% Add +10.6% 4,796,083 $2.8B
Envestnet Portfolio Solutions, Inc. 8.70% Reduce -3.3% 4,642,814 $2.7B
Alliancebernstein L.P. 0.88% Reduce -1.6% 4,544,796 $2.6B
Mariner, LLC 4.50% Add +3.1% 4,394,215 $2.5B
National Pension Service 2.29% No change 4,119,355 $2.4B
National Mutual Insurance Federation of Agricultural Cooperatives 18.58% No change 3,581,847 $2.1B
UBS Group AG 0.53% Add +16.2% 3,303,997 $1.9B
Asset Management One Co., Ltd. 6.55% Reduce -0.2% 3,189,877 $1.8B
Captrust Financial Advisors 5.37% Add +8.1% 3,137,110 $1.8B
Raymond James Financial Services Advisors, Inc. 2.26% Add +3.0% 2,939,808 $1.7B
Commonwealth Equity Services, LLC 2.48% Add +0.8% 2,835,920 $1.6B
Choate Investment Advisors 40.54% Add +1.3% 2,756,635 $1.6B
Cresset Asset Management, LLC 6.03% Add +6.4% 2,690,664 $1.6B
Keybank National Association 5.92% Reduce -1.5% 2,660,421 $1.5B
Alberta Investment Management Corp 13.42% Add +45.0% 2,558,972 $1.5B
Corient Private Wealth LP 2.25% Add +86.8% 2,480,171 $1.4B
Wealthspire Advisors, LLC 14.27% Add +5.5% 2,432,463 $1.4B
Schonfeld Strategic Advisors LLC 10.73% Add +12.2% 2,290,710 $1.3B
HighTower Advisors, LLC 1.94% Add +1.7% 2,281,537 $1.3B
Pathstone Holdings, LLC 5.82% Add +0.4% 2,255,677 $1.3B
MML Investors Services, LLC 4.70% Reduce -1.4% 2,237,258 $1.3B
Bridgewater Associates 7.26% Add +5.8% 2,222,834 $1.3B
Cetera Investment Advisers 2.56% Reduce -5.0% 2,031,242 $1.2B
Cwm, LLC 4.99% Reduce -9.3% 2,009,809 $1.2B
Partners Capital Investment Group, LLP 17.85% Add +3.9% 1,935,921 $1.1B
Barings LLC 25.30% Add +1.9% 1,859,065 $1.1B
Cerity Partners LLC 2.35% Add +3.2% 1,843,551 $1.1B
Greenleaf Trust 9.28% Add +0.5% 1,809,377 $1.0B
Avantax Advisory Services, Inc. 6.74% Reduce -0.8% 1,778,905 $1.0B
Element Capital Management LLC 45.44% Add +36.8% 1,744,165 $1.0B
Janney Montgomery Scott LLC 2.71% Reduce -6.0% 1,684,682 $971.8M
Fifth Third Bancorp 3.51% Reduce -2.9% 1,678,845 $968.4M
Jasper Ridge Partners, L.P. 26.98% Add +16.1% 1,641,517 $946.9M
Bank of Montreal 0.44% Reduce -1.2% 1,631,696 $936.7M
Neuberger Berman Group LLC 0.70% Add +15.9% 1,548,785 $893.4M
Fiduciary Trust Co 12.47% Add +0.6% 1,547,344 $892.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.23% Add +14.9% 1,540,937 $888.8M
Park Avenue Securities LLC 9.90% Reduce -11.7% 1,526,939 $880.8M
Osaic Holdings, Inc. 1.99% Reduce -8.5% 1,525,479 $880.5M
MAI Capital Management 8.26% Add +2.8% 1,496,172 $863.0M
Raymond James & Associates 0.52% Add +2.2% 1,474,326 $850.4M
Municipal Employees' Retirement System of Michigan 10.94% Reduce -2.4% 1,438,577 $829.8M
Alaska Permanent Fund Corp 11.97% Reduce -2.4% 1,417,084 $817.4M
M&T Bank Corp 2.68% Add +0.4% 1,415,334 $816.4M
Allianz SE 21.82% Add +3.4% 1,399,089 $807.0M
Bank of Nova Scotia 1.63% Add +19.3% 1,395,777 $805.1M
AIA Group Ltd 20.70% Reduce -25.6% 1,390,415 $802.0M
Fund Evaluation Group, LLC 42.96% Add +15.6% 1,345,506 $776.1M
FIL Ltd 0.70% Reduce -8.0% 1,331,220 $767.9M
Johnson Investment Counsel Inc. 7.49% Reduce -0.1% 1,319,922 $761.4M
Alesco Advisors, LLC, An ESL Co 23.49% Add +0.1% 1,317,374 $759.9M
Thrivent Financial for Lutherans 1.43% Add +16.0% 1,297,097 $748.2M
Brown Advisory Inc. 0.92% Add +0.8% 1,274,572 $735.2M
BNP Paribas Financial Markets 0.68% Add +9.5% 1,195,430 $689.5M
First Hawaiian Bank 22.02% Reduce -5.2% 1,188,250 $685.4M
Assetmark, Inc. 1.95% Add +788.4% 1,179,310 $680.2M
Regions Financial Corp. 4.50% Reduce -3.6% 1,083,380 $624.9M
Cambridge Investment Research Advisors, Inc. 2.05% Add +2.5% 1,045,278 $602.9M
Provida Pension Fund Administrator 13.14% Add +53.6% 1,045,245 $602.9M
Schroder Investment Management Group 0.62% Reduce -3.4% 1,044,331 $599.5M
National Philanthropic Trust 10.82% Add +6.0% 1,034,247 $596.6M
United Capital Financial Advisors, LLC 4.79% Reduce -8.1% 1,009,209 $582.1M
Comerica Bank 2.29% Reduce -0.8% 1,004,260 $579.3M
Bessemer Group Inc. 0.92% Reduce -13.2% 968,421 $558.6M
Flputnam Investment Management Co. 9.81% Add +3.9% 946,902 $545.9M
Franklin Resources Inc. 0.15% Add +0.2% 922,718 $541.1M
Principal Financial Group Inc. 0.29% Reduce -0.6% 916,070 $528.4M
Mirae Asset Global Investments Co., Ltd. 2.30% Add +3.7% 904,783 $519.4M
Waverly Advisors, LLC 9.24% Add +5.0% 867,033 $500.1M
Meiji Yasuda Life Insurance Co 9.17% Add +15.8% 858,768 $495.4M
Leith Wheeler Investment Counsel Ltd. 33.44% Reduce -0.4% 826,882 $477.0M
CHURCHILL MANAGEMENT Corp 5.35% Add +0.2% 808,853 $466.6M
Tiaa Trust, National Association 1.36% Reduce -5.9% 788,211 $454.7M
Bank of Finland 26.96% Add +0.4% 779,512 $449.6M
Johnson Financial Group, Inc. 20.20% Add +1.5% 766,765 $442.3M
Coldstream Capital Management Inc. 9.33% Add +6.4% 747,214 $432.1M
NewEdge Advisors, LLC 2.80% Add +5.2% 748,806 $431.9M
Simplify Asset Management Inc. 29.53% Add +6.0% 744,368 $429.4M
UNC Management Company, Inc. 69.53% New 741,832 $427.9M
Northwestern Mutual Investment Management Company, LLC 9.91% Add +249.0% 736,800 $425.0M
Stifel Financial Corp. 0.44% Reduce -3.8% 726,483 $419.1M
Rockefeller Capital Management L.P. 1.11% Add +4.3% 717,951 $414.0M
Brown Brothers Harriman & Co. 2.79% Add +26.4% 710,538 $409.9M
Swan Global Investments, LLC 19.75% Reduce -0.6% 710,040 $409.6M
Voloridge Investment Management, LLC 1.46% New 696,000 $401.5M
CKW Financial Group 47.37% Add +0.1% 685,160 $391.5M
Baird Financial Group, Inc. 0.75% Add +8.7% 670,398 $386.7M
Allspring Global Investments Holdings, LLC 0.59% Reduce -13.3% 664,689 $383.4M
Parallel Advisors, LLC 8.93% Add +2.9% 656,204 $378.5M
Circle Wealth Management, LLC 8.38% Add +0.0% 654,607 $377.6M
Sigma Investment Counselors Inc. 22.12% Add +1.3% 654,104 $377.3M
Adventist Health System/ West 57.97% No change 653,500 $377.0M
Nissay Asset Management Corp. /Japan 2.38% Add +57.1% 650,447 $375.2M
Dynasty Wealth Management, LLC 11.15% Reduce -2.6% 639,855 $369.1M
RiverFront Investment Group, LLC 8.67% Add +2.3% 638,876 $368.5M
Heritage Wealth Advisors 17.21% Reduce -1.4% 635,965 $366.8M
Evoke Wealth, LLC 9.95% Add +39729.7% 632,097 $364.6M
Mercer Global Advisors Inc. 0.84% Reduce -3.6% 627,404 $358.7M
Matson Money. Inc. 12.28% No change 620,081 $357.7M
Cahaba Wealth Management, Inc. 29.44% Add +0.5% 618,467 $356.7M
Barclays PLC 0.16% Add +1001.4% 617,167 $356.0M
Kestra Advisory Services, LLC 1.94% Reduce -6.9% 609,816 $351.8M
Truepoint, Inc. 9.44% Reduce -1.0% 609,318 $351.5M
Tidal Investments LLC 3.85% Add +20.2% 603,983 $348.4M
Genworth Financial Inc 91.25% No change 601,470 $346.9M
Quotient Wealth Partners, LLC 11.31% Add +2.5% 596,843 $344.3M
Freestone Capital Holdings, LLC 11.78% Add +7.2% 590,584 $340.7M
Equitable Holdings, Inc. 3.24% Add +1.3% 579,790 $334.4M
Teacher Retirement System of Texas 1.56% Reduce -11.9% 567,429 $327.3M
Sanctuary Advisors, LLC 2.06% Reduce -12.4% 542,388 $324.6M
UMB Bank, n.a. 4.99% Reduce -0.2% 555,255 $320.3M
Sumitomo Life Insurance Co. 6.29% No change 555,000 $320.1M
AMS Capital Ltda 54.92% Add +24.9% 546,178 $315.0M
Michael & Susan Dell Foundation 22.28% New 542,104 $312.7M
State Street Corp. 0.01% Add +0.5% 527,418 $304.2M
Sun Life Financial Inc. 16.96% Reduce -1.3% 527,026 $304.0M
Avidian Wealth Enterprises, LLC 13.73% Add +3.1% 524,008 $302.3M
Klingman & Associates, LLC 18.67% Add +1.9% 522,623 $301.5M
Charter Oak Capital Management, LLC 27.92% Add +2.8% 518,121 $298.9M
Nationwide Fund Advisors 23.15% New 508,327 $293.2M
JB Capital LLC 16.70% Reduce -6.6% 504,161 $290.8M
Halbert Hargrove Global Advisors, LLC 16.10% Reduce -0.3% 503,945 $290.7M
Legacy Wealth Management, LLC 18.83% Add +1.7% 503,811 $290.6M
Manufacturers Life Insurance Company, The 0.25% Reduce -21.6% 499,499 $288.1M
GR Financial Group, LLC 49.87% New 493,804 $284.8M
CIBC Private Wealth Group LLC 0.50% Add +12.3% 483,646 $279.0M
PKO Investment Management Joint-Stock Co 33.88% Reduce -10.8% 476,285 $274.7M
Journey Strategic Wealth LLC 9.99% Add +1.0% 472,803 $272.7M
Soundwatch Capital LLC 42.92% Add +4520.7% 471,821 $272.2M
Atria Wealth Solutions, Inc. 2.95% Reduce -2.2% 470,168 $271.2M
Moneta Group Investment Advisors LLC 3.90% Add +7.0% 465,913 $268.7M
Ally Invest Advisors Inc. 23.43% Add +16.1% 458,257 $264.3M
Investment Management Corp of Ontario 5.88% Add +51.1% 456,555 $263.4M
Capstone Investment Advisors, LLC 9.18% No change 455,571 $262.8M
Hirtle & Co., LLC 12.31% Reduce -5.2% 451,080 $260.2M
LBMC Investment Advisors, LLC 20.37% Add +0.3% 446,870 $257.8M
Clearstead Advisors, LLC 3.98% Add +2.1% 444,533 $256.4M
Aspiriant, LLC 9.64% Add +7.9% 440,131 $253.9M
Ashford Advisors, LLC 58.33% Add +0.0% 434,427 $250.6M
Orion Porfolio Solutions, LLC 2.48% Reduce -19.4% 430,921 $248.6M
Orion Portfolio Solutions, LLC 2.48% Reduce -19.4% 430,921 $248.6M
Citizens Financial Group Inc. 4.95% Add +2.9% 426,538 $246.0M
Orgel Wealth Management, LLC 6.15% Add +5.0% 426,065 $245.8M
Fragasso Financial Advisors Inc 18.52% Reduce -0.1% 417,846 $241.0M
Planning Alternatives Ltd. 36.12% Reduce -0.6% 411,418 $237.3M
Fort Washington Investment Advisors Inc. 1.44% Add +3.1% 411,313 $237.3M
SG Americas Securities, LLC 0.90% Add +472.6% 405,773 $234.1M
Traphagen Investment Advisors LLC 23.42% Add +1.8% 402,355 $232.1M
Whittier Trust Co. 3.08% Reduce -1.2% 399,506 $230.4M
Blair William & Co. 0.67% Add +3.5% 393,752 $227.1M
Wellspring Financial Advisors, LLC 26.95% Add +4.0% 391,708 $225.9M
Taiyo Life Insurance Co. 17.62% No change 385,475 $222.3M
Ellenbecker Investment Group 42.02% Add +0.9% 385,191 $222.2M
Farmers & Merchants Investments Inc. 6.90% Add +0.6% 384,535 $221.8M
Hancock Whitney Corp. 7.10% Reduce -0.3% 382,216 $220.5M
Vantagepoint Investment Advisers LLC 28.13% Add +31.9% 380,010 $219.2M
Wolverine Trading, LLC 5.71% Add +10.3% 380,953 $218.7M
Tarbox Family Office, Inc. 35.84% Reduce -0.3% 379,118 $218.7M
Wealthspire Retirement, LLC 17.67% Reduce -1.0% 378,435 $218.3M
Clark Capital Management Group, Inc. 1.49% Reduce -41.7% 376,608 $217.2M
RKL Wealth Management LLC 19.60% Add +2.5% 375,553 $216.6M
Ballentine Partners, LLC 3.70% Reduce -3.1% 375,494 $216.6M
NorthCoast Asset Management LLC 1.52% Add +47.8% 439,700 $215.3M
Steele Capital Management, Inc. 11.19% Add +11.8% 371,123 $214.2M
Divergent Wealth Advisors 39.11% Reduce -0.9% 370,896 $213.9M
Analyst IMS Investment Management Services Ltd. 8.17% Reduce -9.0% 368,902 $212.8M
Sumitomo Mitsui Trust Group, Inc. 0.15% Add +55.3% 367,927 $212.2M
Private Advisor Group, LLC 1.32% Add +11.8% 367,219 $211.9M
Midland Wealth Advisors, LLC 12.34% Reduce -4.6% 364,948 $210.5M
Integrated Wealth Concepts LLC 2.55% Reduce -2.9% 362,470 $209.1M
Wellington Management Group LLP 0.04% Reduce -2.7% 362,093 $208.9M
Mitsubishi UFJ Trust & Banking Corp 0.48% Reduce -6.7% 361,572 $208.6M
Fifth Third Wealth Advisors LLC 12.63% Add +23.3% 357,365 $206.1M
HSBC Holdings PLC 0.13% Reduce -2.9% 357,129 $205.5M
Focus Partners Wealth 0.65% Reduce -61.2% 352,403 $203.3M
Daido Life Insurance Co. 27.03% No change 351,796 $202.9M
Haverford Trust Co 1.96% Add +2.4% 347,913 $200.7M
Ritholtz Wealth Management 6.04% Add +1.7% 347,631 $200.5M
Daiwa Securities Group Inc. 0.93% Add +37.0% 345,493 $199.3M
Steward Partners Investment Advisory, LLC 1.83% Reduce -0.1% 342,473 $197.5M
Bricktown Capital, LLC 36.50% Add +75.2% 339,781 $196.0M
Apexium Financial, LP 12.85% Add +6.7% 337,793 $194.8M
Stratos Wealth Partners, LTD. 2.83% Add +12.8% 335,531 $193.5M
Sigma Planning Corp 5.90% Add +1.2% 334,058 $192.7M
First Interstate Bank 11.64% Reduce -0.6% 332,104 $191.6M
Marcum Wealth, LLC 17.69% Add +2.5% 329,805 $190.2M
Lazard Asset Management LLC 0.27% Reduce -0.1% 327,374 $188.8M
Linscomb Wealth, Inc. 9.23% Reduce -4.2% 322,846 $186.2M
Vicus Capital 16.41% Reduce -1.9% 321,461 $185.4M
AE Wealth Management LLC 1.65% Add +10.2% 315,893 $182.2M
Endurance Services Ltd 29.66% No change 307,000 $177.1M
Legacy Private Trust Co. 11.83% Reduce -0.2% 305,158 $176.0M
Bangor Savings Bank 16.55% Add +0.7% 304,934 $175.9M
Korea Investment CORP 0.42% Reduce -28.9% 303,577 $175.1M
Mason Street Advisors, LLC 21.24% Reduce -2.8% 303,250 $174.9M
Allstate Corp. 16.62% Add +5.1% 302,939 $174.7M
Glenview Trust Co 3.35% Add +5.4% 302,324 $174.4M
Gryphon Financial Partners LLC 23.97% Reduce -1.0% 301,168 $173.7M
Farther Finance Advisors, LLC 6.44% Add +14.0% 297,487 $171.6M
3EDGE Asset Management, LP 11.96% Add +5.3% 292,357 $168.6M
TFC Financial Management, Inc. 26.58% Reduce -0.4% 291,286 $168.0M
Gilbert & Cook, Inc. 22.76% Add +3.6% 287,001 $165.5M
Beacon Pointe Advisors, LLC 1.87% Reduce -2.8% 280,767 $162.0M
Kayne Anderson Rudnick Investment Management LLC 0.35% Add +10.0% 277,492 $160.1M
True Link Financial Advisors, LLC 13.53% Add +4.0% 276,235 $159.3M
Atria Investments, Inc 1.97% Reduce -6.8% 274,712 $158.5M
Element Pointe Advisors, LLC 38.52% Add +4.7% 274,502 $158.3M
Security National Bank 21.37% No change 272,628 $157.3M
&partners 3.04% Add +102.3% 270,757 $157.1M
Dakota Wealth Management 3.55% Add +0.7% 271,671 $156.7M
Norinchukin Bank, The 3.69% New 271,290 $156.5M
Monashee Investment Management LLC 17.08% No change 267,610 $154.4M
Lee Financial Co 21.71% Add +8.2% 264,985 $152.8M
Federation des caisses Desjardins du Quebec 0.74% Reduce -1.2% 259,745 $149.8M
Modera Wealth Management, LLC 1.90% Reduce -2.8% 258,575 $149.2M
Two Sigma Advisers, LP 0.35% Reduce -12.9% 256,800 $148.1M
Two Sigma Investments, LP 0.34% Reduce -37.6% 255,400 $147.3M
Calamos Wealth Management LLC 7.67% Reduce -1.9% 254,849 $147.0M
Goelzer Investment Management, Inc. 7.90% Add +5.5% 250,051 $144.2M
26North Partners LP 100.00% Add +0.1% 249,076 $143.7M
JNBA Financial Advisors 14.47% Add +14.1% 249,033 $143.6M
Armstrong Advisory Group, Inc. 11.86% Add +30.6% 248,210 $143.2M
Sfmg, LLC 11.57% Add +1.1% 247,405 $142.7M
McNamara Financial Services, Inc. 28.05% Reduce -0.2% 246,873 $142.4M
Ullmann Wealth Partners Group, LLC 18.40% Add +3.4% 246,665 $142.3M
First Foundation Advisors 5.31% Add +2.0% 244,087 $140.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.73% Add +0.7% 239,058 $137.9M
Japan Science & Technology Agency 1.82% No change 238,164 $137.4M
Bank of Hawaii 5.64% Add +0.5% 233,656 $134.8M
Sandy Spring Bank 5.54% Add +0.1% 233,507 $134.7M
Mesirow Financial Investment Management, Inc. 2.59% Add +1.3% 232,245 $134.0M
Gotham Asset Management 1.38% Add +0.2% 231,227 $133.4M
Commerce Bank 0.81% Add +0.2% 229,561 $132.4M
Pegasus Partners Ltd. 12.35% Add +2.3% 228,552 $131.8M
Phillips Financial Management, LLC 10.21% Reduce -0.1% 228,226 $131.6M
Financial Synergies Wealth Advisors, Inc. 16.31% Add +1.2% 227,665 $131.3M
Litman Gregory Wealth Management LLC 10.96% Reduce -0.4% 227,299 $131.1M
Home Federal Bank of Tennessee 37.47% Reduce -0.6% 227,089 $131.0M
Foundations Investment Advisors, LLC 2.74% Reduce -17.3% 226,236 $130.5M
Lowe Brockenbrough & Co. Inc. 8.32% Add +28.4% 226,055 $130.4M
Advisory Services Network, LLC 2.69% No change 237,869 $130.2M
Apollon Wealth Management, LLC 3.68% Add +5.0% 225,324 $130.0M
Spire Wealth Management 4.37% Reduce -6.6% 224,668 $129.6M
Retirement Income Solutions, Inc. 29.51% Add +2.0% 223,974 $129.2M
BLB&B Advisors, LLC 6.58% Add +11.1% 223,354 $128.8M
FineMark National Bank & Trust 4.46% Add +0.3% 222,429 $128.3M
Robertson Stephens Wealth Management, LLC 4.69% Reduce -23.7% 220,527 $127.2M
OneDigital Investment Advisors LLC 1.44% Reduce -2.7% 218,859 $126.2M
RPTC Inc. 27.31% Reduce -3.3% 217,884 $125.7M
Perigon Wealth Management, LLC 3.38% Reduce -0.8% 217,505 $125.5M
Quadrant Capital Group LLC 8.70% Add +4.0% 217,041 $125.2M
WealthNavi Inc. 1.42% Add +58.4% 215,534 $124.3M
Adventist Health System Sunbelt Healthcare Corp. 5.14% Add +58.8% 215,221 $124.2M
Soros Fund Management 3.50% New 215,000 $124.0M
Choreo, LLC 1.82% Add +56.7% 216,599 $123.8M
First Horizon Advisors, Inc. 3.41% Reduce -2.9% 212,679 $122.7M
Rezny Wealth Management, Inc. 30.78% Add +0.2% 211,726 $122.1M
Capital Analysts, LLC 4.95% Add +2.0% 210,626 $121.5M
Horan Securities, Inc. 46.96% Add +2.7% 210,539 $121.4M
Prudential PLC 0.61% Add +9.3% 207,341 $119.6M
Rwa Wealth Partners, LLC 1.48% Reduce -9.7% 205,408 $118.5M
B. Riley Wealth Advisors, Inc. 3.27% Reduce -3.6% 205,338 $117.6M
Brookstone Capital Management 1.71% Reduce -1.9% 200,858 $115.9M
Abundance Wealth Counselors 23.95% New 200,563 $115.7M
Icon Wealth Advisors, LLC 9.57% Reduce -6.1% 199,290 $115.0M
Zions Bancorporation, N.A. 8.37% Add +826.6% 199,084 $114.8M
Mackenzie Financial Corp. 0.16% Reduce -0.1% 197,264 $113.8M
Montag A & Associates Inc. 5.39% Add +2.6% 197,245 $113.8M
Lido Advisors, LLC 0.86% Reduce -8.2% 197,076 $113.7M
Mandatum Life Insurance Co Ltd 34.74% Add +3.5% 196,327 $113.2M
Focus Financial Network, Inc. 4.61% Add +0.2% 195,558 $112.8M
Dechtman Wealth Management, LLC 22.89% Reduce -0.4% 193,896 $111.8M
Mutual Advisors, LLC 3.25% Reduce -9.1% 190,913 $111.1M
Wealth Group Ltd 31.99% Add +1.9% 190,541 $109.9M
St. Clair Advisors, LLC 31.01% Reduce -0.1% 189,312 $109.2M
Cibc World Market Inc. 0.24% Reduce -32.3% 188,515 $108.7M
Heck Capital Advisors, LLC 12.31% Add +7.2% 185,118 $106.8M
BBR Partners, LLC 8.12% Reduce -0.0% 184,752 $106.6M
Core Wealth Advisors, Inc. 33.99% Add +0.3% 183,773 $106.0M
Graypoint LLC 6.79% Add +3.7% 183,345 $105.8M
Valeo Financial Advisors, LLC 3.01% Add +2.7% 182,848 $105.5M
Conrad N. Hilton Foundation 43.59% New 180,651 $104.2M
McKinley Carter Wealth Services, Inc. 6.27% Add +1.1% 179,823 $103.7M
HB Wealth Management, LLC 1.11% Add +3.9% 179,308 $103.4M
Callan Family Office, LLC 17.23% Add +8.5% 177,792 $102.6M
Principal Securities, Inc. 2.47% Reduce -12.2% 176,837 $102.0M
Arvest Bank Trust Division 5.88% — 176,837 $102.0M
Merit Financial Group, LLC 2.28% Reduce -25.0% 176,510 $101.8M
D.A. Davidson & Co. 0.84% Reduce -5.7% 176,376 $101.7M
BSW Wealth Partners 15.24% Add +1.6% 176,111 $101.6M
Valley Forge Investment Consultants Inc. Adv 35.21% Add +2.1% 175,014 $101.0M
Integrated Advisors Network LLC 4.84% Add +3.6% 174,564 $100.7M
Ferguson Wellman Capital Management, Inc. 1.94% Add +0.5% 173,334 $100.0M
Winthrop Advisory Group LLC 12.29% Add +31.1% 210,621 $99.5M
Satovsky Asset Management LLC 22.36% Reduce -0.6% 172,030 $99.2M
Cambridge Associates LLC /Ma/ 3.66% Add +403.9% 169,691 $97.9M
First Commonwealth Financial Corp 23.36% Reduce -0.3% 169,175 $97.6M
Glenmede Trust Co. NA 0.46% Reduce -0.6% 167,750 $96.8M
Chandler Asset Management, Inc. 18.14% Reduce -0.4% 166,582 $96.1M
Susquehanna International Group, LLP 0.16% Add +10.2% 164,326 $94.8M
Cape Cod Five Cents Savings Bank 8.67% Reduce -0.7% 164,213 $94.7M
Crewe Advisors LLC 10.98% Add +6.3% 164,159 $94.7M
Betterment LLC 0.22% Reduce -5.8% 162,672 $93.8M
Cisco Systems, Inc. 21.11% No change 160,000 $92.3M
Sharkey, Howes & Javer 13.11% Reduce -24.3% 159,541 $92.0M
Hantz Financial Services, Inc. 1.62% Add +11.7% 158,590 $91.5M
Alps Advisors Inc. 0.61% Reduce -2.9% 158,568 $91.5M
Unique Wealth, LLC 20.91% Reduce -5.8% 158,375 $91.4M
Forvis Mazars Wealth Advisors, LLC 2.10% Reduce -0.6% 158,043 $91.2M
Prime Capital Investment Advisors, LLC 1.30% Add +2.1% 157,927 $91.1M
Catalyst Financial Partners LLC 17.74% Add +5.8% 157,204 $90.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.90% Reduce -51.5% 155,893 $89.9M
Narwhal Capital Management 8.07% Add +1.1% 155,472 $89.7M
Whittier Trust Co. of Nevada Inc. 2.31% Add +3.9% 154,744 $89.3M
Ssi Investment Management LLC 33.86% Reduce -11.7% 153,853 $88.7M
Bryn Mawr Trust Advisors, LLC 4.75% Add +0.3% 152,611 $88.0M
Tortoise Investment Management, LLC 9.18% Reduce -0.4% 152,283 $87.8M
Bridges Investment Management Inc. 1.23% Add +19.2% 151,924 $87.6M
Spectrum Wealth Counsel, LLC 10.33% Add +0.8% 151,597 $87.4M
Chevy Chase Trust Holdings, LLC 0.27% Add +13.4% 151,235 $87.2M
Great Lakes Advisors, LLC 0.73% Reduce -0.4% 151,108 $87.2M
Karpus Management, Inc. 2.41% Reduce -3.1% 150,563 $86.8M
Stock Yards Bank & Trust Co. 2.79% Reduce -4.5% 150,054 $86.6M
RTD Financial Advisors, Inc. 10.95% Add +1.3% 149,968 $86.5M
StoneX Group Inc. 6.30% Add +9.0% 149,871 $86.4M
Morningstar Investment Services LLC 0.88% Add +2.9% 150,452 $86.4M
Standpoint Asset Management, LLC 16.33% Add +12.8% 149,400 $86.2M
King Wealth Management Group 13.39% Add +0.1% 149,005 $85.9M
Courier Capital LLC 5.82% Add +1.0% 147,297 $85.0M
Old National Bancorp 1.96% Add +1.2% 146,910 $84.7M
Requisite Capital Management, LLC 17.52% Add +6.7% 145,224 $83.8M
Townsquare Capital LLC 1.00% Add +7.0% 144,872 $83.6M
Qalhat Capital Ltd 48.23% Reduce -20.1% 143,908 $83.0M
Ironclad Investments LLC 49.25% No change 143,775 $82.9M
JSF Financial, LLC 23.79% Add +9.1% 141,355 $81.5M
Resonant Capital Advisors, LLC 5.96% Add +4.3% 140,605 $81.1M
Physician Wealth Advisors, Inc. 14.56% Reduce -2.8% 138,517 $80.7M
Geneos Wealth Management Inc. 3.05% Reduce -0.8% 138,731 $80.0M
Fiducient Advisors LLC 9.21% Add +6.0% 138,242 $79.7M
PDS Planning, Inc 7.07% Add +26.6% 136,796 $78.9M
Divergent Planning, LLC 29.18% Add +1.3% 136,011 $78.3M
Curi Capital, LLC 1.78% Add +8.1% 135,555 $78.2M
Regal Investment Advisors LLC 5.47% Reduce -2.9% 135,316 $78.1M
MV Capital Management, Inc. 8.28% Reduce -0.7% 135,247 $78.0M
Arcataur Capital Management LLC 26.34% Reduce -1.8% 134,988 $77.9M
Pine Ridge Advisers LLC 7.75% No change 134,921 $77.8M
Country Trust Bank 1.90% Add +0.1% 134,812 $77.8M
Parker Investment Management, LLC 12.49% Add +36.7% 133,918 $77.2M
Wilshire Advisors LLC 37.03% Reduce -2.5% 133,665 $77.1M
Onyx Bridge Wealth Group LLC 11.57% Reduce -4.9% 133,054 $76.7M
AMG National Trust Bank 2.07% Reduce -19.2% 132,473 $76.4M
SteelPeak Wealth, LLC 3.38% Reduce -4.9% 132,305 $76.3M
Amtrust Financial Services, Inc. 36.68% No change 131,800 $76.0M
Fulton Breakefield Broenniman LLC 5.28% Add +2.4% 131,077 $75.6M
D. E. Shaw & Co. 0.11% New 130,128 $75.1M
Deutsche Bank AG 0.03% Reduce -0.6% 130,060 $75.0M
Accredited Investors Inc. 4.28% Reduce -0.4% 129,563 $74.7M
Invst, LLC 9.03% Reduce -32.8% 129,296 $74.6M
Ritter Daniher Financial Advisory LLC / DE 21.66% Reduce -0.5% 129,181 $74.5M
Gray Private Wealth, LLC 44.30% Add +1.1% 128,500 $74.1M
Destination Wealth Management 2.30% Reduce -0.1% 128,401 $74.1M
Summit Financial Strategies, Inc. 8.29% Reduce -2.3% 127,731 $73.7M
Alternative Investment Advisors, LLC. 38.65% Add +8.3% 127,445 $73.5M
Global Retirement Partners, LLC 2.22% Add +7.5% 127,428 $73.5M
Rhumbline Advisers 0.07% Reduce -11.5% 126,922 $73.2M
Dynamic Advisor Solutions LLC 2.19% Add +4.5% 126,709 $73.1M
Prosperity Consulting Group, LLC 5.66% Add +13.6% 125,833 $72.6M
Cim Investment Management Inc. 21.45% Add +1.7% 125,803 $72.6M
Hudock, Inc. 12.48% Add +0.3% 125,232 $72.2M
Prio Wealth Limited Partnership 2.12% Reduce -0.4% 125,197 $72.2M
Cardinal Strategic Wealth Guidance 23.57% Add +2.7% 124,810 $72.0M
Wealth Architects, LLC 8.13% Reduce -1.4% 124,481 $71.8M
Ledyard National Bank 6.53% Add +1.1% 123,797 $71.4M
Cahill Wealth Management, LLC 36.80% Add +0.3% 123,635 $71.3M
Alaska Permanent Capital Management, LLC 5.62% Reduce -0.5% 123,055 $71.0M
New England Professional Planning Group Inc. 34.93% Add +0.5% 122,361 $70.6M
Centerpoint Advisors, LLC 24.38% Add +1.0% 121,569 $70.1M
First Citizens Bank & Trust Co. 1.54% Add +26.4% 121,435 $70.0M
High Falls Advisors, Inc 16.03% Reduce -11.5% 121,409 $70.0M
BOK Financial Private Wealth, Inc. 5.06% Reduce -1.6% 121,141 $69.9M
Blue Trust, Inc. 0.91% Reduce -13.4% 127,474 $69.8M
Stone House Investment Management, LLC 14.39% Reduce -9.5% 120,758 $69.7M
Mizuho Markets Americas LLC 1.70% Reduce -20.6% 120,487 $69.5M
Eastern Bank 1.24% Add +11944.2% 120,442 $69.5M
Kovack Advisors, Inc. 7.34% Add +19.4% 120,049 $69.2M
Bokf, NA 1.22% Add +3.0% 120,962 $69.0M
LGL Partners, LLC 9.66% Add +2.9% 119,287 $68.8M
Mutual of America Capital Management LLC 0.72% Add +18.0% 118,362 $68.3M
Gries Financial LLC 12.69% Add +0.3% 117,512 $67.8M
1832 Asset Management L.P. 0.11% Add +447.7% 117,253 $67.6M
Balentine LLC 2.65% Add +1.6% 116,537 $67.2M
Ieq Capital, LLC 0.82% Add +5.3% 116,460 $67.2M
ESL Trust Services, LLC 15.14% Add +0.7% 115,890 $66.8M
Lineweaver Wealth Advisors, LLC 12.68% Reduce -9.2% 115,452 $66.6M
Rafferty Asset Management, LLC 0.23% No change 114,865 $66.3M
Lodestar Private Asset Management LLC 8.44% Add +3.6% 114,839 $66.2M
Well Done, LLC 12.04% Reduce -0.0% 114,270 $65.9M
DT Investment Partners, LLC 5.33% Add +23.0% 113,943 $65.7M
Amarillo National Bank 12.01% Reduce -8.0% 113,936 $65.7M
Snowden Capital Advisors LLC 1.97% Reduce -2.5% 113,577 $65.5M
TCP Asset Management, LLC 15.06% Add +6.7% 113,244 $65.3M
Bryant Woods Investment Advisors, LLC 33.25% Add +60.3% 113,181 $65.3M
Stonegate Investment Group, LLC 1.71% Add +1.2% 112,471 $64.9M
Avior Wealth Management, LLC 2.57% Add +0.3% 111,762 $64.5M
West Coast Financial LLC 7.09% Add +1.6% 111,683 $64.4M
Simon Quick Advisors, LLC 4.06% Add +5.3% 111,336 $64.2M
Vision Capital Management, Inc. 9.05% Reduce -6.3% 111,309 $64.2M
Financial Partners Group, Inc 9.45% Add +0.5% 110,735 $63.9M
HighMark Wealth Management LLC 34.96% Add +0.4% 110,719 $63.9M
Towercrest Capital Management 10.21% Reduce -3.1% 109,867 $63.4M
Crescent Grove Advisors, LLC 6.44% Reduce -3.4% 109,460 $63.1M
Baker Avenue Asset Management, LP 2.00% Add +8.5% 109,014 $62.9M
Smith, Moore & Co. 6.00% Add +0.7% 108,933 $62.8M
Advisors Capital Management, LLC 1.02% Reduce -14.1% 108,709 $62.7M
Crestwood Advisors Group, LLC 1.19% Add +31.3% 108,061 $62.3M
Ameritas Investment Partners, Inc. 2.01% Add +2.6% 106,916 $61.7M
Proathlete Wealth Management LLC 25.41% Add +5.2% 106,904 $61.7M
KMG Fiduciary Partners, LLC 5.31% Reduce -10.0% 106,533 $61.5M
Harfst & Associates, Inc. 13.79% Reduce -5.4% 106,407 $61.4M
Tectonic Advisors LLC 4.01% Add +3.1% 105,845 $61.1M
Oppenheimer & Co. Inc. 0.93% Add +2.4% 105,807 $61.0M
Heritage Investment Group, Inc. 11.60% Add +1.9% 105,748 $61.0M
Stewardship Advisors, LLC 17.16% Add +3.6% 105,402 $60.8M
Keebeck Wealth Management 8.80% Reduce -8.5% 105,265 $60.7M
Conning Inc. 2.10% Reduce -0.5% 105,179 $60.7M
Ironwood Financial, llc 12.72% Add +1.6% 104,905 $60.5M
Mascoma Wealth Management LLC 15.04% Reduce -11.0% 104,737 $60.4M
Nottingham Advisors, Inc. 6.64% Reduce -4.6% 104,166 $60.1M
EP Wealth Advisors, LLC 0.52% Add +30.2% 104,160 $60.1M
Atlanta Consulting Group Advisors, LLC 14.85% Reduce -33.7% 103,725 $59.8M
Fairhaven Wealth Management, LLC 18.30% Add +0.5% 103,586 $59.8M
Grant Street Asset Management, Inc. 17.49% Add +1.0% 103,504 $59.7M
Wilmington Savings Fund Society, FSB 1.06% Add +14.4% 102,332 $59.0M
Swmg, LLC 24.36% Add +3.3% 98,256 $59.0M
FFT Wealth Management LLC 4.46% Add +7.4% 101,921 $58.8M
Bontempo Ohly Capital Mgmt LLC 26.78% Add +0.8% 101,759 $58.7M
Pinnacle Associates Ltd. 1.00% Reduce -4.2% 122,726 $58.6M
Nuveen Asset Management, LLC 0.02% Add +3.6% 101,285 $58.4M
Sand Hill Global Advisors, LLC 2.45% Add +0.0% 100,802 $58.1M
Crestmont Private Wealth LLC 25.35% Add +3.1% 100,576 $58.0M
Country Club Bank 3.85% Reduce -0.1% 100,485 $57.7M
Meridian Wealth Advisors, LLC 9.63% Add +5.8% 99,824 $57.6M
Beam Wealth Advisors, Inc. 17.33% Add +8.1% 99,115 $57.2M
Twele Capital Management, Inc. 11.96% Add +0.7% 98,768 $57.0M
AQR Capital Management 0.08% Add +161.1% 97,817 $56.4M
Citigroup Inc. 0.05% Add +2.8% 97,743 $56.4M
Community Bank, N.A. 7.10% Reduce -4.1% 97,642 $56.3M
Per Stirling Capital Management, LLC. 7.80% Reduce -5.5% 97,484 $56.2M
Wela Strategies, Inc. 24.51% Reduce -8.1% 95,174 $56.2M
Wealth Alliance, LLC 6.71% Reduce -7.2% 97,414 $56.2M
Central Pacific Bank - Trust Division 7.40% Reduce -8.5% 97,182 $56.1M
Oxford Financial Group, LTD. LLC 3.55% Reduce -0.9% 96,983 $55.9M
Strategic Point Investment Advisors, LLC 9.21% Add +1.9% 96,760 $55.8M
Parkside Investments, LLC 8.32% Add +13.4% 95,612 $55.2M
Orrstown Financial Services Inc. 16.20% Add +5.9% 95,098 $54.9M
HWG Holdings LP 18.84% Reduce -31.1% 94,916 $54.7M
Wharton Business Group, LLC 2.46% Reduce -0.2% 94,898 $54.7M
Rakuten Investment Management, Inc. 0.32% Add +37.3% 95,069 $54.6M
Sowell Financial Services LLC 2.53% Reduce -10.3% 94,356 $54.4M
Beaumont Financial Advisors, LLC 4.25% Reduce -0.3% 94,346 $54.4M
Highland Capital Management, LLC 3.10% Add +0.4% 94,124 $54.3M
Bank of Stockton 16.26% Add +4.7% 93,457 $53.9M
Colton Groome Financial Advisors, LLC 20.10% Add +1.9% 93,150 $53.7M
Mather Group, Llc. 0.69% Reduce -4.0% 92,636 $53.4M
CX Institutional 2.36% Reduce -7.1% 92,327 $53.3M
Allworth Financial LP 0.32% Reduce -11.3% 92,315 $53.2M
Smithfield Trust Co 2.61% Reduce -1.1% 92,274 $53.2M
IFS Advisors, LLC 42.09% Reduce -0.2% 92,133 $53.1M
Droms Strauss Advisors Inc. /Mo/ 18.71% Reduce -4.1% 91,582 $52.8M
Rational Advisors, Inc. 5.21% Reduce -15.0% 91,395 $52.7M
Cliftonlarsonallen Wealth Advisors, LLC 1.20% Reduce -3.5% 90,261 $52.1M
Visionary Wealth Advisors 3.15% Add +1.1% 89,710 $51.7M
Composition Wealth, LLC 1.20% Add +0.4% 89,638 $51.7M
Cantor Fitzgerald Investment Advisors L.P. 3.51% Add +47.0% 89,587 $51.7M
Consilio Wealth Advisors, LLC 21.25% Add +1.6% 89,327 $51.5M
Cypress Capital Group 5.79% Reduce -1.9% 89,243 $51.5M
Enclave Advisors LLC 8.70% — 88,940 $51.3M
Bar Harbor Wealth Management 3.27% Add +1.0% 88,556 $51.1M
Bristlecone Advisors, LLC 4.10% Add +1.7% 88,424 $51.0M
Buska Wealth Management, LLC 17.74% Add +8.3% 88,162 $50.9M
Diversified, LLC 5.55% Add +3.5% 87,635 $50.5M
Diversified Enterprises, LLC 5.55% — 87,635 $50.5M
Roth Financial Partners LLC 20.15% Add +1.9% 87,493 $50.5M
Arrowstreet Capital, Limited Partnership 0.04% Reduce -21.3% 87,415 $50.4M
Sequoia Financial Advisors, LLC 0.54% Reduce -8.1% 87,073 $50.2M
J.W. Cole Advisors, Inc. 2.10% Reduce -2.8% 86,854 $50.1M
Financial Counselors Inc. 0.74% Add +10.7% 86,396 $49.8M
Rogco, LP 19.42% Reduce -3.8% 85,897 $49.5M
Savant Capital, LLC 0.41% Add +27.9% 84,780 $48.9M
Ancora Advisors LLC 1.11% Add +2.6% 84,388 $48.7M
Affinity Capital Advisors, LLC 9.36% Add +2.3% 83,743 $48.3M
Fullerton Fund Management Co Ltd. 2.03% Add +338.7% 83,692 $48.3M
TNF LLC 17.39% Reduce -1.5% 82,899 $48.2M
Kestra Private Wealth Services, LLC 0.88% Reduce -8.4% 83,468 $48.1M
Shelter Ins Retirement Plan 59.31% No change 80,061 $47.9M
Keystone Financial Services 18.55% Reduce -10.4% 82,921 $47.8M
University of Massachusetts Foundation, Inc. 20.51% No change 82,898 $47.8M
Waterford Advisors, LLC 24.30% Add +1.6% 82,570 $47.6M
Hoxton Planning & Management, LLC 18.31% Reduce -3.2% 81,980 $47.3M
Compound Planning, Inc. 2.95% Add +45.4% 81,849 $47.2M
TD Capital Management LLC 4.72% Reduce -0.1% 81,775 $47.2M
Marino, Stram & Associates LLC 10.52% Add +0.9% 81,683 $47.1M
Smith Chas P & Associates Pa Cpas 2.63% Reduce -5.9% 80,767 $46.6M
Kelleher Financial Advisors 17.69% Add +3.1% 80,483 $46.4M
Hollencrest Capital Management 1.92% Reduce -0.1% 80,480 $46.4M
Harbour Investments, Inc. 1.40% Add +6.1% 80,479 $46.4M
Cornerstone Wealth Management, LLC 3.26% Add +1.7% 80,367 $46.4M
Cranbrook Wealth Management, LLC 10.57% Reduce -0.7% 80,307 $46.3M
Bluestem Financial Advisors, LLC 21.61% Reduce -0.2% 80,277 $46.3M
IHT Wealth Management, LLC 1.31% Add +38.0% 80,157 $46.1M
SkyView Investment Advisors, LLC 7.66% Add +1.1% 79,815 $46.0M
International City Management Association Retirement Corp 30.25% No change 79,711 $46.0M
Simplicity Wealth,LLC 4.25% Reduce -26.1% 79,566 $45.9M
Mayflower Financial Advisors, LLC 6.91% Reduce -30.1% 79,514 $45.9M
Custos Family Office, LLC 16.60% Add +1.2% 79,440 $45.8M
CFS Investment Advisory Services, LLC 3.85% Add +1.0% 79,436 $45.8M
Bull Oak Capital, LLC 26.25% Add +5.6% 79,215 $45.7M
Raymond James Trust N.A. 0.99% Add +1.3% 79,101 $45.6M
Keeley-Teton Advisors, LLC 5.02% Add +0.8% 78,854 $45.5M
Nwam LLC 2.77% New 78,836 $45.5M
Guidance Point Advisors, LLC 13.79% Add +1.0% 78,830 $45.5M
Concurrent Investment Advisors, LLC 1.35% Reduce -5.8% 78,818 $45.5M
Progeny 3, Inc. 3.82% No change 78,769 $45.4M
Allianz Asset Management GmbH 0.07% No change 78,550 $45.3M
Baron Silver Stevens Financial Advisors, LLC 7.88% Add +1.6% 78,275 $45.2M
GoalFusion Wealth Management, LLC 24.93% Add +5.7% 78,027 $45.0M
Beaumont Asset Management, L.L.C. 26.14% Add +4.6% 77,911 $44.9M
Bluesphere Advisors LLC 22.18% Add +1.8% 77,786 $44.9M
Wealth Alliance Advisory Group, LLC 9.39% Add +0.4% 77,528 $44.7M
PAX Financial Group, LLC 7.99% Reduce -7.2% 77,202 $44.5M
Voya Financial Advisors, Inc. 4.80% Reduce -7.2% 77,556 $44.5M
Gladstone Institutional Advisory LLC 2.15% Reduce -4.5% 76,267 $44.0M
Financial Management Network Inc. 9.19% Add +5.7% 76,184 $43.9M
Patriot Financial Group Insurance Agency, LLC 5.88% Add +0.7% 75,869 $43.8M
Riverstone Advisors, LLC 25.22% Add +4.7% 75,196 $43.4M
Cornerstone Wealth Group, LLC 3.59% Reduce -2.2% 75,051 $43.3M
Agur Provident & Training Funds Management Ltd. 13.12% No change 85,430 $43.1M
Watershed Private Wealth LLC 17.15% Reduce -4.3% 74,559 $43.0M
MCF Advisors LLC 3.01% Add +0.3% 74,438 $42.9M
Latko Wealth Management, Ltd. 26.01% — 74,369 $42.9M
AAF Wealth Management, LLC 21.61% Reduce -0.6% 74,364 $42.9M
1900 Wealth Management LLC 3.66% Reduce -2.8% 73,954 $42.7M
ONE Advisory Partners, LLC 18.71% Reduce -13.2% 73,925 $42.6M
Bernardo Wealth Planning LLC 10.32% Add +4.0% 72,744 $42.6M
Flow Traders U.S. LLC 2.15% Add +312.5% 73,607 $42.5M
Baltimore-Washington Financial Advisors, Inc. 2.31% Add +3.0% 73,583 $42.4M
Lakeshore Financial Planning, Inc. 18.67% Add +7.6% 73,473 $42.4M
SigFig Wealth Management, LLC 1.52% Reduce -29.6% 72,865 $41.8M
Coyle Financial Counsel LLC 14.48% Add +1.0% 75,853 $41.5M
Sovereign Investment Advisors, LLC 13.61% Add +1.0% 71,936 $41.5M
Pettinga Financial Advisors LLC 9.82% Reduce -12.6% 71,924 $41.5M
Rossmore Private Capital 5.12% Add +7.6% 71,887 $41.5M
Stratos Wealth Advisors, LLC 1.90% Add +4.8% 71,810 $41.4M
Liberty Wealth Management LLC 7.03% Reduce -94.8% 71,735 $41.4M
Capital Planning LLC 11.57% Reduce -0.3% 71,543 $41.3M
Fifth Third Securities, Inc. 3.90% Reduce -3.0% 71,518 $41.3M
Life Line Wealth Management LLC 14.73% Reduce -8.5% 71,438 $41.2M
Kelly Financial Services LLC 15.11% Reduce -14.3% 71,420 $41.2M
Argent Trust Co 1.71% Add +3.6% 71,354 $41.2M
Banco Santander, S.A. 0.48% Reduce -6.9% 71,273 $41.1M
Fi3 FINANCIAL ADVISORS, LLC 16.33% Add +2.8% 71,196 $41.1M
Bailard, Inc. 1.07% Reduce -0.8% 71,136 $41.0M
Lwmg, LLC 7.76% Add +4.3% 70,802 $40.8M
Kaye Capital Management 16.29% Add +0.1% 70,457 $40.6M
Spreng Capital Management, Inc. 19.42% Reduce -9.4% 70,418 $40.6M
Foster Group, Inc. 1.51% Add +4.4% 69,938 $40.3M
NDWM LLC 33.25% Add +0.4% 69,932 $40.3M
JFS Wealth Advisors, LLC 2.70% Add +10.2% 69,825 $40.3M
Ironwood Wealth Management, LLC. 12.11% Add +2.1% 69,786 $40.3M
Clear Creek Financial Management, LLC 4.52% Reduce -5.6% 69,217 $39.9M
Concourse Financial Group Securities, Inc. 2.36% Reduce -9.2% 68,746 $39.7M
Evercore Wealth Management, LLC 0.59% Add +0.8% 68,616 $39.6M
Meridian Management Co. 10.02% Add +2.5% 68,402 $39.5M
Aveo Capital Partners, LLC 4.17% Add +3.0% 68,105 $39.3M
Stonebridge Capital Advisors LLC 3.20% Add +4.5% 68,049 $39.3M
Pps&v Asset Management Consultants, Inc. 26.92% Reduce -2.0% 68,042 $39.2M
Sachem Hill LLC 7.95% Reduce -1.1% 67,903 $39.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -3.8% 67,880 $39.2M
Wedbush Securities Inc. 1.45% Add +3.3% 67,854 $39.1M
Advus Financial Partners, LLC 11.08% Reduce -7.5% 67,296 $38.8M
Fort Henry Capital, LLC 26.41% Reduce -5.2% 67,281 $38.8M
Wescott Financial Advisory Group, LLC 4.16% Add +1.5% 67,090 $38.7M
Cornerstone Advisory, LLC 5.08% Add +0.3% 66,931 $38.6M
Good Life Advisors, LLC 2.38% Add +62.9% 66,910 $38.6M
Asio Capital, LLC 7.33% Add +12.6% 66,899 $38.6M
Colonial Trust Advisors 3.33% Add +11.4% 66,809 $38.5M
KFA Private Wealth Group, LLC 18.35% Add +2.3% 66,661 $38.5M
TD Waterhouse Canada Inc. 0.31% Reduce -3.9% 66,757 $38.1M
Independent Financial Group, LLC 1.40% Add +9.6% 65,790 $37.9M
Advanced Asset Management Advisors Inc 10.12% No change 69,200 $37.9M
Norris Perne & French LLP 2.61% Add +2.4% 65,576 $37.8M
WealthShield Partners, LLC 5.08% Add +1.0% 65,048 $37.5M
Fidelis Capital Partners, LLC 4.46% Add +6.4% 64,548 $37.5M
Citadel Advisors 0.04% Reduce -83.3% 64,436 $37.2M
Portland Global Advisors LLC 4.66% Add +3.2% 64,233 $37.1M
Hennion & Walsh Asset Management, Inc. 1.73% Add +0.6% 64,151 $37.0M
First Financial Bank - Trust Division 3.38% Add +3.4% 63,953 $36.9M
Washington Trust Bank 3.51% Add +0.4% 63,549 $36.7M
Peapack Gladstone Financial Corp. 0.53% Add +27.6% 63,504 $36.6M
Rehmann Capital Advisory Group 2.38% Reduce -0.3% 63,248 $36.5M
Edge Capital Group, LLC 1.62% Add +1.9% 63,198 $36.5M
Morris Financial Concepts, Inc. 15.60% Add +2.6% 62,976 $36.3M
Pinnacle Financial Partners Inc 0.73% Add +10.6% 62,958 $36.3M
FinTrust Capital Advisors, LLC 6.17% Add +2.6% 62,938 $36.3M
Flagstar Securities, Inc. 9.16% Reduce -4.5% 62,687 $36.2M
Integris Wealth Management, LLC 10.07% Reduce -2.4% 62,502 $36.1M
Enzi Wealth 14.06% Add +0.6% 61,255 $36.0M
Dorsey & Whitney Trust CO LLC 1.90% Add +0.7% 62,019 $35.8M
Elevation Point Wealth Partners, LLC 3.42% Reduce -4.3% 61,792 $35.6M
Toews Corp. 4.77% Add +105.6% 61,680 $35.6M
Ensign Peak Advisors, Inc 0.06% Reduce -28.3% 61,506 $35.5M
Fermata Advisors, LLC 7.19% Add +3.2% 61,366 $35.4M
New Vernon Capital Holdings II LLC 19.02% Add +4.8% 61,314 $35.4M
Capital Investment Advisors, LLC 0.73% Add +6.1% 61,269 $35.3M
TD Private Client Wealth LLC 1.02% Reduce -44.0% 61,224 $35.3M
USA Financial Formulas 5.49% Reduce -6.3% 61,184 $35.3M
Cypress Wealth Services, LLC 7.23% Reduce -3.9% 60,586 $34.9M
Eldridge Investment Advisors, Inc. 8.18% Reduce -2.6% 60,399 $34.8M
Tower Research Capital LLC (TRC) 0.92% Add +125400.0% 60,240 $34.7M
Bellwether Advisors, LLC 6.65% Add +0.0% 60,016 $34.6M
Summit X, LLC 8.36% Reduce -4.3% 62,824 $34.4M
Summit Financial, LLC 1.35% Add +40.0% 59,541 $34.3M
Capital Advisors Wealth Management, LLC 6.32% Reduce -0.9% 59,485 $34.3M
Wealth Quarterback LLC 17.75% Reduce -4.9% 59,154 $34.1M
AdvisorNet Financial, Inc 2.55% Add +29.4% 59,095 $34.1M
Snider Financial Group 12.46% Reduce -1.6% 59,035 $34.1M
Drive Wealth Management, LLC 8.82% Add +0.7% 58,755 $33.9M
Prospera Financial Services Inc 0.87% Reduce -2.9% 58,711 $33.9M
Novare Capital Management LLC 2.87% Reduce -1.9% 58,742 $33.9M
Howe & Rusling Inc. 2.91% Add +0.9% 58,706 $33.9M
Beacon Investment Advisory Services, Inc. 1.40% Add +0.6% 58,395 $33.7M
Bank Hapoalim BM 5.32% New 58,100 $33.5M
Exencial Wealth Advisors, LLC 1.20% Reduce -2.0% 57,831 $33.4M
Avondale Wealth Management 21.63% Add +0.9% 57,713 $33.3M
Windsor Capital Management, LLC 9.65% Add +0.3% 57,644 $33.3M
Common Fund for Nonprofit Organizations 3.98% New 57,633 $33.2M
WealthBridge Capital Management, LLC 9.51% Add +9.1% 57,402 $33.1M
Lantz Financial LLC 8.94% Reduce -0.3% 57,273 $33.0M
Halpern Financial, Inc. 8.48% Reduce -5.2% 57,666 $33.0M
University of Wisconsin Foundation 21.47% Add +1.3% 57,081 $32.9M
Next Capital Management LLC 13.43% Add +4.3% 57,065 $32.9M
JGP Wealth Management, LLC 4.24% Add +18.8% 57,039 $32.9M
Verus Capital Partners, LLC 3.22% Add +3.4% 56,991 $32.9M
McAlister, Sweet & Associates, Inc. 27.07% Reduce -27.8% 56,822 $32.8M
Valmark Advisers, Inc. 0.51% Reduce -5.4% 56,785 $32.8M
Keystone Wealth Services, LLC 9.03% Add +0.9% 56,623 $32.7M
Arkansas Financial Group, Inc. 5.34% Add +1.5% 56,541 $32.6M
Bare Financial Services, Inc 13.36% Add +24.1% 56,399 $32.5M
Cypress Financial Planning LLC 12.03% Reduce -6.0% 56,392 $32.5M
Chicago Partners Investment Group LLC 1.15% Reduce -4.3% 55,696 $32.3M
Camelot Technology Advisors, Inc. 28.58% Add +1.7% 56,019 $32.3M
Titan Global Capital Management USA LLC 5.04% Add +12.0% 55,982 $32.3M
Waterloo Capital, L.P. 3.52% Reduce -13.1% 55,871 $32.2M
Monumental Financial Group Inc. 11.92% Add +9.8% 55,699 $32.1M
High Note Wealth, LLC 9.18% Add +19.1% 55,634 $32.1M
Securian Asset Management, Inc. 0.92% Reduce -28.1% 55,520 $32.0M
Greenup Street Wealth Management LLC 6.61% Reduce -5.4% 55,514 $32.0M
CreativeOne Wealth, LLC 1.09% Add +25.6% 55,512 $32.0M
Kanawha Capital Management LLC 2.33% Reduce -1.8% 55,510 $32.0M
Beacon Financial Group 3.49% Add +5.5% 55,440 $32.0M
Somnio Financial Group, LLC 26.09% Reduce -0.5% 55,424 $32.0M
Sage Financial Management Group, Inc. 12.32% New 55,100 $31.8M
RFG Advisory, LLC 0.97% Reduce -17.6% 55,089 $31.8M
PACK Private Wealth, LLC 18.00% Add +2.0% 55,050 $31.8M
Treasurer of the State of North Carolina 0.13% Add +458.5% 54,569 $31.5M
Orin Green Financial, LLC 13.53% Add +1.7% 54,423 $31.4M
US Financial Advisors, LLC 9.75% Add +2.1% 54,296 $31.3M
Disciplina Capital Management LLC 5.01% Reduce -82.9% 54,206 $31.3M
CoreCap Advisors, LLC 1.47% New 54,181 $31.3M
Sheets Smith Wealth Management 3.81% Reduce -0.4% 53,995 $31.1M
Beacon Financial Planning, Inc. 19.16% Reduce -3.6% 53,807 $31.0M
Vantage Financial Partners, LLC 7.68% Add +37.5% 53,696 $31.0M
David J Yvars Group 19.14% Reduce -0.6% 53,591 $30.9M
German American Bancorp, Inc. 3.26% Add +20.5% 53,394 $30.8M
Waller Financial Planning Group, Inc. 7.63% Add +1.6% 53,314 $30.8M
Vertex Planning Partners, LLC 7.32% Reduce -0.6% 53,050 $30.6M
ZynergyRetirementPlanningLLC 21.40% Add +3.0% 52,653 $30.4M
Middleton & Co. Inc. 3.35% Add +1.5% 52,596 $30.3M
Signaturefd, LLC 0.57% Reduce -0.2% 52,234 $30.1M
Cascade Financial Partners, LLC 3.77% Add +0.5% 51,365 $30.1M
Stairway Partners, LLC 1.92% New 52,054 $30.0M
Ashton Thomas Securities, LLC 5.81% Reduce -7.8% 51,853 $29.9M
Integrated Capital Management, LLC 15.81% — 51,753 $29.9M
Axiom Financial Strategies, LLC 15.75% Add +78.4% 51,691 $29.8M
WCG Wealth Advisors LLC 2.01% Reduce -3.6% 51,604 $29.8M
RiverGlades Family Offices LLC 21.24% Add +0.9% 51,428 $29.7M
Campbell Wealth Management 2.64% New 51,310 $29.6M
Corepath Wealth Partners LLC 28.66% Add +2.1% 50,229 $29.5M
AlTi Global, Inc. 0.71% Add +19.5% 50,934 $29.4M
First National Bank of Hutchinson 18.99% Reduce -1.5% 50,912 $29.4M
Elk River Wealth Management LLC 5.34% Add +1.7% 50,893 $29.4M
Ballew Advisors, Inc 19.67% Reduce -0.0% 50,560 $29.3M
American Century Companies Inc. 0.02% Reduce -50.1% 50,729 $29.3M
Compass Financial Group, Inc. 13.54% Add +1.0% 50,709 $29.2M
Evermay Wealth Management LLC 4.68% Reduce -2.3% 50,511 $29.1M
Scotia Capital Inc. 0.16% Add +8.4% 50,504 $29.1M
IFP Advisors, Inc 1.05% Add +1.5% 50,349 $29.0M
Coastline Trust Co 3.41% Reduce -15.5% 50,347 $29.0M
Gradient Capital Advisors, LLC 9.58% Reduce -0.0% 50,175 $28.9M
Continuum Wealth Advisors, LLC 15.39% Reduce -6.5% 49,730 $28.7M
Buffington Mohr McNeal 4.68% Add +16.2% 49,281 $28.4M
River Wealth Advisors LLC 3.77% Add +2.8% 49,000 $28.3M
One Capital Management, LLC 0.90% Add +2.2% 48,776 $28.1M
Quantinno Capital Management LP 0.37% Add +67.3% 48,762 $28.1M
Cornerstone Advisors Asset Management, LLC 6.21% Add +0.0% 48,713 $28.1M
National Bank of Canada 0.04% Reduce -9.5% 48,659 $28.1M
Verus Financial Partners, Inc. 3.07% Reduce -0.2% 49,045 $28.0M
William Howard & Co Financial Advisors Inc 23.88% Reduce -0.8% 48,543 $28.0M
Trek Financial, LLC 2.08% Reduce -8.2% 48,224 $27.8M
Sage Advisory Services, Ltd.Co. 7.79% No change 50,681 $27.7M
New Insight Wealth Advisors 14.55% Add +9.8% 47,945 $27.7M
Intrepid Financial Planning Group LLC 11.81% Reduce -4.1% 47,822 $27.6M
Cynosure Group, LLC 4.02% Add +6.6% 47,821 $27.6M
Vivid Wealth Management, LLC 14.39% Add +4.8% 47,755 $27.5M
NorthLanding Financial Partners, LLC 27.23% Add +3.1% 47,734 $27.5M
SWS Partners 8.77% Add +1.4% 47,735 $27.5M
Greenwood Capital Associates LLC 3.57% Add +7.0% 47,578 $27.4M
Trilogy Capital Inc. 1.38% Reduce -2.9% 47,538 $27.4M
Vestor Capital, LLC 2.15% Add +1.2% 47,460 $27.4M
Sandy Cove Advisors, LLC 11.16% Reduce -2.1% 47,442 $27.4M
Meridian Wealth Management, LLC 1.34% New 47,221 $27.2M
SouthState Bank Corp 1.87% Add +0.4% 46,947 $27.1M
Fort Point Capital Partners LLC 3.38% Add +0.7% 46,804 $27.0M
FOCUS Wealth Advisors, LLC 13.44% Reduce -17.0% 46,731 $27.0M
Leverty Financial Group, LLC 14.71% Add +0.5% 46,682 $26.9M
Benjamin Edwards Inc. 0.39% Add +2882.8% 46,591 $26.9M
Ameritas Advisory Services, LLC 1.16% Reduce -49.1% 46,409 $26.8M
Boulder Wealth Advisors, LLC 14.55% Reduce -14.8% 46,409 $26.8M
ACT Advisors, LLC. 12.61% Add +12.9% 46,315 $26.7M
MRA Advisory Group 14.55% Add +1.7% 46,151 $26.6M
Madrona Financial Services, LLC 7.38% Add +19.4% 46,011 $26.5M
Saiph Capital, LLC 12.45% Reduce -12.6% 45,859 $26.5M
Birch Hill Investment Advisors LLC 1.24% Add +0.6% 45,847 $26.4M
Verger Capital Management LLC 13.08% Reduce -15.1% 45,829 $26.4M
Pinnacle Wealth Management Advisory Group, LLC 2.52% Add +5.3% 45,658 $26.3M
OVERSEA-CHINESE BANKING Corp Ltd 0.73% Add +47.1% 45,032 $26.0M
Adaptive Financial Consulting, LLC 10.53% Add +0.1% 44,807 $25.8M
CSM Advisors, LLC 1.69% Add +934.7% 44,802 $25.8M
Boston Financial Mangement LLC 0.77% Reduce -0.3% 44,745 $25.8M
Diversified Trust Co. 0.65% Add +9.3% 44,651 $25.8M
Aspen Grove Capital, LLC 5.68% Reduce -0.6% 44,562 $25.7M
Shared Vision Wealth Group LLC 13.71% Reduce -4.2% 44,494 $25.7M
Arkadios Wealth Advisors 1.45% Add +53.4% 44,373 $25.6M
Moody National Bank Trust Division 2.74% Reduce -2.0% 44,350 $25.6M
Interactive Financial Advisors, Inc. 13.15% Add +0.3% 44,306 $25.6M
Adams Wealth Management 5.47% Reduce -0.6% 44,189 $25.5M
CacheTech Inc. 5.47% Reduce -0.6% 44,189 $25.5M
Soltis Investment Advisors LLC 2.49% Add +4.6% 44,135 $25.5M
Matrix Trust Co 4.74% Add +5858.1% 43,971 $25.4M
Obsidian Cio, LLC 5.29% Reduce -0.8% 43,703 $25.2M
Avaii Wealth Management, LLC 12.70% Add +8.9% 43,620 $25.2M
Syon Capital LLC 2.22% Reduce -5.3% 43,579 $25.1M
Wealthcare Advisory Partners LLC 0.71% Reduce -1.2% 43,487 $25.1M
Gimbal Financial 16.18% Add +1.9% 42,832 $24.9M
Fortitude Family Office, LLC 9.86% Add +4.6% 43,144 $24.9M
Peak Planning Group, LLC 10.91% Add +12.4% 43,138 $24.9M
PCA Investment Advisory Services Inc. 11.71% Add +3.8% 43,093 $24.9M
Bay Harbor Wealth Management, LLC 8.12% Reduce -10.8% 43,078 $24.8M
Valley Financial Group, Inc. 17.33% Add +0.3% 42,985 $24.8M
Certuity, LLC 2.68% Reduce -50.9% 42,965 $24.8M
Teachers Insurance & Annuity Association of America 37.70% — 42,777 $24.7M
Kapstone Financial Advisors LLC 14.95% Add +4.5% 42,951 $24.7M
Cobblestone Asset Management LLC 14.80% Reduce -12.3% 42,647 $24.6M
Commonwealth Financial Services, LLC 4.86% Reduce -18.1% 43,052 $24.6M
IAG Wealth Partners, LLC 4.54% Reduce -2.3% 42,551 $24.5M
Adapt Wealth Advisors, LLC 13.13% Add +5.9% 42,530 $24.5M
Alpine Bank Wealth Management 3.92% — 42,498 $24.5M
Legacy Advisors, LLC 2.65% Reduce -0.0% 42,464 $24.5M
T. Rowe Price Associates Inc. 0.00% Add +37.6% 42,405 $24.5M
Durante & Waters, LLC 20.42% Add +5.7% 42,203 $24.3M
Maxwell Wealth Strategies Inc. 10.30% Add +17.8% 41,837 $24.2M
Kingsview Wealth Management, LLC 0.51% Add +4.8% 41,754 $24.1M
Roger Wittlin Investment Advisory, LLC 13.86% Add +3.9% 41,754 $24.1M
CIBC Asset Management Inc 0.08% No change 41,650 $24.0M
Charles Schwab Trust Co 2.06% Reduce -7.3% 41,459 $23.9M
Brighton Jones LLC 0.90% Add +5.9% 41,372 $23.9M
JMG Financial Group, Ltd. 0.81% Reduce -0.1% 41,208 $23.8M
Essex Financial Services, Inc. 1.71% Add +1.6% 40,547 $23.8M
Pennsylvania Capital Management Inc. 8.55% Add +7.2% 41,117 $23.7M
Sterling Investment Advisors LLC 13.31% Add +1.8% 41,031 $23.7M
Sanchez Wealth Management Group 7.19% Add +0.3% 40,882 $23.6M
Boston Mountain Money Management Inc. 13.69% Add +0.3% 40,869 $23.6M
McAdam, LLC 1.32% Add +4.8% 40,770 $23.5M
Moller Wealth Partners 5.85% Reduce -0.6% 40,552 $23.4M
Nova R Wealth, Inc. 11.41% Reduce -1.6% 40,162 $23.2M
Riverpoint Wealth Management Holdings, LLC 5.91% Reduce -0.3% 39,964 $23.1M
Cadinha & Co. LLC 3.94% Reduce -0.6% 39,963 $23.1M
Wealth Dimensions Group, Ltd. 5.83% Reduce -0.1% 39,940 $23.0M
Ashton Thomas Private Wealth, LLC 1.23% Add +2.9% 39,918 $23.0M
U.S. Capital Wealth Advisors, LLC 0.82% Reduce -0.4% 39,836 $23.0M
Diversify Advisory Services, LLC 1.23% Reduce -6.5% 39,102 $22.9M
SpiderRock Advisors, LLC 0.49% Add +49.9% 39,607 $22.8M
Armor Investment Advisors, LLC 9.39% Add +29.3% 39,311 $22.7M
Flagship Private Wealth, LLC 11.67% Add +7.4% 39,297 $22.7M
Eq LLC 11.34% Reduce -10.7% 39,272 $22.7M
Acima Private Wealth, LLC 7.56% Add +1.1% 39,124 $22.6M
Creekmur Asset Management LLC 5.28% Add +3.2% 38,947 $22.5M
Stevens Capital Partners 10.68% Add +2.1% 38,771 $22.4M
Human Investing LLC 4.03% Add +0.6% 38,655 $22.3M
Elm Partners Management LLC 1.59% Add +3.1% 38,506 $22.2M
TBH Global Asset Management, LLC 4.84% Reduce -22.7% 38,495 $22.2M
Spectrum Strategic Capital Management, LLC 15.06% Add +27.8% 38,468 $22.2M
Arvest Investments, Inc. 3.35% Reduce -1.3% 38,454 $22.2M
Dimension Capital Management LLC 4.19% Reduce -2.5% 38,448 $22.2M
Diversified Portfolios, Inc. 2.29% Reduce -0.8% 38,057 $22.0M
Sunbelt Securities, Inc. 2.15% Add +0.3% 37,968 $21.9M
Stonehage Fleming Financial Services Holdings Ltd 0.58% Add +1.1% 37,939 $21.9M
Mill Creek Capital Advisors, LLC 0.53% Reduce -20.7% 37,933 $21.9M
VERITY Wealth Advisors 15.36% Reduce -0.2% 37,884 $21.9M
Nadler Financial Group, Inc. 2.41% Add +1.6% 37,877 $21.8M
Source Financial Advisors LLC 6.45% Add +0.6% 37,852 $21.8M
Marquette Associates, Inc. 15.71% Reduce -3.0% 37,827 $21.8M
Waterway Wealth Management, LLC 9.35% Add +0.8% 37,723 $21.8M
Pure Financial Advisors, LLC 0.52% Add +6.7% 37,367 $21.6M
PFG Private Wealth Management, LLC 12.44% Reduce -29.9% 37,194 $21.5M
Brown Wealth Management, LLC 7.74% Add +44.5% 37,171 $21.4M
Gerber Kawasaki Wealth & Investment Management 0.99% Add +9.1% 37,115 $21.4M
Bleakley Financial Group, LLC 0.65% Add +7.1% 37,048 $21.4M
Fulton Bank, N.A. 0.81% Add +10.5% 37,002 $21.3M
Certified Advisory Corp 2.33% Add +0.9% 36,409 $21.0M
GenWealth Group, Inc. 4.82% Add +1.1% 36,381 $21.0M
Pacific Financial Group Inc. 15.35% Reduce -7.8% 36,285 $20.9M
Alliance Wealth Management Group 5.55% Add +7.3% 36,183 $20.9M
Peoples Bank 10.65% Add +4.3% 36,145 $20.8M
RFP Financial Group LLC 6.79% Add +2.4% 36,144 $20.8M
Synovus Financial Corp. 0.24% Reduce -9.9% 36,046 $20.8M
Hubbell Strickland Wealth Management, LLC 9.71% Add +0.4% 35,969 $20.7M
Peddock Capital Advisors, LLC 4.97% Add +5.0% 35,844 $20.7M
Naples Global Advisors, LLC 1.92% Add +1.9% 35,798 $20.6M
Western Wealth Management, LLC 1.17% Add +10.1% 35,678 $20.6M
Vermillion & White Wealth Management Group, LLC 15.21% Reduce -2.0% 35,659 $20.6M
Waldron Private Wealth LLC 0.85% Add +23.1% 35,586 $20.5M
GDS Wealth Management 1.99% Add +4.8% 35,370 $20.4M
Apeiron RIA LLC 5.85% Add +3.5% 35,349 $20.4M
True Vision MN LLC 12.20% Reduce -6.0% 35,346 $20.4M
One Wealth Advisors, LLC 3.12% Reduce -0.4% 35,215 $20.3M
Grove Bank & Trust 3.00% Add +1.6% 35,191 $20.3M
Holland Advisory Services, Inc. 26.47% Reduce -1.6% 35,105 $20.2M
Prairieview Wealth Partners, LLC 21.86% Reduce -12.7% 35,068 $20.2M
Lynch & Associates 4.27% Reduce -0.8% 35,010 $20.2M
Grey Ledge Advisors, LLC 5.16% Add +1.2% 34,951 $20.2M
Hoese & Co LLP 16.88% Reduce -3.6% 34,938 $20.2M
HCR Wealth Advisors 2.64% Add +1.3% 34,934 $20.2M
DeDora Capital, Inc. 5.63% Add +0.7% 34,926 $20.1M
Natixis Advisors, LLC 0.04% Add +9.8% 34,775 $20.1M
Eley Financial Management, Inc 8.06% Reduce -0.9% 34,715 $20.0M
Sageworth Trust Co 1.19% Reduce -0.1% 34,676 $20.0M
TAGStone Capital, Inc. 10.22% Add +0.5% 34,668 $20.0M
EPG Wealth Management LLC 5.04% Add +0.0% 34,618 $20.0M
Hilltop Wealth Advisors, LLC 9.30% Reduce -1.6% 34,556 $19.9M
First National Trust Co 0.77% Add +2.2% 34,495 $19.9M
Kraft, Davis & Associates, LLC 5.91% Add +2.1% 34,588 $19.8M
Abound Wealth Management 6.58% Add +1.2% 34,347 $19.8M
Stratos Investment Management, LLC 1.38% Add +3.8% 34,220 $19.7M
Vestmark Advisory Solutions, Inc. 0.73% Add +13.3% 34,206 $19.7M
Southern Capital Advisors, LLC 11.06% Add +1.1% 34,094 $19.7M
CVA Family Office, LLC 3.18% Add +4.6% 34,007 $19.6M
4J Wealth Management LLC 15.18% Add +1.8% 33,975 $19.6M
Client First Capital LLC 10.80% Reduce -3.8% 33,877 $19.5M
Tyler-Stone Wealth Management 3.68% Add +112.5% 33,818 $19.5M
Axxcess Wealth Management, LLC 0.49% Add +6.5% 33,678 $19.4M
Csenge Advisory Group 1.01% Add +3.6% 33,176 $19.3M
Mycio Wealth Partners, LLC 4.42% Add +2.2% 33,440 $19.3M
Bradley Foster & Sargent Inc. 0.32% Reduce -2.8% 33,366 $19.2M
World Investment Advisors 0.60% Add +3.2% 33,296 $19.2M
Richwood Investment Advisors, LLC 15.87% Reduce -1.5% 33,264 $19.2M
Atwater Malick LLC 6.15% Add +6.8% 33,132 $19.1M
Oarsman Capital, Inc. 3.53% Add +7.4% 33,085 $19.1M
New England Asset Management Inc. 3.11% Reduce -14.9% 33,060 $19.1M
Stephenson & Company, Inc. 12.90% Add +1.7% 33,054 $19.1M
Mma Asset Management LLC 5.07% Add +163.1% 35,452 $19.0M
Market Street Wealth Management Advisors LLC 3.09% Reduce -1.2% 32,591 $18.8M
Altus Wealth Group LLC 8.02% Add +18.6% 32,525 $18.8M
Boston Research & Management Inc. 4.37% Reduce -0.2% 32,415 $18.7M
Modern Wealth Management, LLC 1.14% Reduce -0.1% 32,341 $18.7M
ETF Store, Inc. 19.19% Reduce -9.0% 32,311 $18.6M
CBIZ Investment Advisory Services, LLC 0.96% Add +2.3% 32,156 $18.5M
Wick Capital Partners, LLC 6.00% Reduce -3.6% 32,144 $18.5M
Aspen Wealth Strategies, LLC 11.93% Add +4.0% 32,090 $18.5M
Shufro Rose & Co. LLC 1.51% No change 33,823 $18.5M
Emergent Wealth Advisors, LLC 13.63% Add +5.1% 31,937 $18.4M
Walkner Condon Financial Advisors LLC 3.75% Add +0.7% 31,852 $18.4M
Willis Johnson & Associates, Inc. 1.38% Reduce -3.5% 31,432 $18.1M
Great Valley Advisor Group, Inc. 0.44% Reduce -9.3% 31,379 $18.1M
Gray Wealth Management Inc. 7.13% Reduce -0.6% 31,323 $18.1M
Trademark Financial Management, LLC 14.32% Add +5.3% 31,305 $18.1M
Sovereign Financial Group, Inc. 4.20% Reduce -2.8% 31,127 $18.0M
Asset Management Group, Inc. 2.53% Add +0.9% 30,994 $17.9M
Financiere des Professionnels - Fonds d'investissement inc. 1.22% Add +31.8% 30,850 $17.8M
Praetorian Wealth Management, Inc. 4.43% Add +2.9% 30,828 $17.8M
Bank Julius Baer & Co. Ltd, Zurich 0.06% Reduce -8.3% 26,123 $17.8M
Van Hulzen Asset Management, LLC 1.29% Reduce -6.4% 30,780 $17.8M
Victory Capital Management Inc. 0.02% Reduce -68.2% 30,739 $17.7M
Fairway Wealth LLC 8.93% Add +8.1% 30,479 $17.6M
Global Wealth Management, LLC 11.88% — 30,450 $17.6M
Element Wealth, LLC 9.27% Reduce -2.1% 30,347 $17.5M
Capital Insight Partners, LLC 3.06% Reduce -1.3% 30,310 $17.5M
SWP Financial LLC 10.65% Reduce -17.0% 30,247 $17.4M
Outlook Wealth Advisors, LLC 4.99% Add +3.3% 30,124 $17.4M
Transcend Capital Advisors, LLC 1.16% Reduce -3.8% 30,043 $17.3M
Destiny Capital Corp 10.73% Add +12.0% 30,240 $17.3M
Legal & General Group Plc 0.00% No change 30,000 $17.3M
Gateway Wealth Partners, LLC 4.76% Add +5.5% 29,915 $17.3M
Madison Wealth Partners, Inc 5.07% Add +2.7% 29,688 $17.1M
Acropolis Investment Management, LLC 1.01% Reduce -0.1% 29,561 $17.1M
Centurion Wealth Management LLC 5.43% — 29,519 $17.0M
SIMA Wealth Partners, LLC 14.76% Add +8.9% 29,469 $17.0M
Tudor Investment Corporation 0.19% Add +87.7% 29,394 $17.0M
Catalyst Private Wealth, LLC 8.31% Add +5.5% 29,369 $16.9M
Retirement Systems of Alabama 0.06% Reduce -0.5% 29,331 $16.9M
Signature Estate & Investment Advisors LLC 0.39% Add +1.8% 29,172 $16.8M
WBH Advisory Inc. 1.59% Add +5.6% 29,128 $16.8M
Orion Capital Management LLC 8.14% Add +12.3% 29,033 $16.7M
Pinnacle Family Advisors, LLC 8.67% Reduce -12.0% 29,005 $16.7M
XML Financial, LLC 1.55% Add +6.5% 28,971 $16.7M
Ade, LLC 10.27% Reduce -1.1% 28,960 $16.7M
Smith Anglin Financial, LLC 1.61% Reduce -79.0% 28,906 $16.7M
Fusion Family Wealth, LLC 1.53% Add +4.9% 28,763 $16.6M
Hengehold Capital Management LLC 1.57% Reduce -0.7% 28,738 $16.6M
Wiser Wealth Management, Inc 4.75% Add +14.2% 28,708 $16.6M
Macquarie Group Ltd. 0.02% New 28,630 $16.5M
Pallas Capital Advisors LLC 0.70% Reduce -2.9% 28,301 $16.5M
Jackson Wealth Management, LLC 1.96% Add +75.5% 28,463 $16.4M
Taylor & Morgan Wealth Management, LLC 10.98% Reduce -0.3% 28,378 $16.4M
MassMutual Private Wealth & Trust, FSB 0.46% Add +5.6% 28,301 $16.3M
Vanguard Group Inc. 0.00% Add +9.0% 28,244 $16.3M
Sierra Capital LLC 1.94% Add +5.5% 28,186 $16.3M
United Community Bank 6.35% Reduce -0.5% 28,179 $16.3M
BCGM Wealth Management, LLC 5.24% Reduce -1.2% 28,029 $16.2M
Highview Capital Management LLC 6.54% Add +3.0% 27,904 $16.1M
Ironwood Wealth Management, Inc. 7.88% Reduce -1.6% 27,925 $16.1M
Evernest Financial Advisors, LLC 4.30% Reduce -3.4% 27,637 $15.9M
Thomasville National Bank 1.18% Add +0.8% 27,628 $15.9M
Chesley Taft & Associates LLC 0.76% Reduce -9.1% 27,563 $15.9M
Cary Street Partners Investment Advisory LLC 0.58% Reduce -0.7% 27,487 $15.9M
Steel Grove Capital Advisors, LLC 2.22% Add +1.7% 27,572 $15.8M
NWF Advisory Services Inc. 2.30% Add +7.3% 27,370 $15.8M
TSA Wealth Managment LLC 6.35% Reduce -3.2% 27,346 $15.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.38% Add +0.5% 27,235 $15.7M
Focus Partners Advisor Solutions, LLC 0.33% Add +0.2% 27,226 $15.7M
Moisand Fitzgerald Tamayo, LLC 2.13% Reduce -2.5% 26,912 $15.5M
Belpointe Asset Management LLC 0.93% Add +101.3% 26,899 $15.5M
Passaic Partners LLC 2.32% Reduce -14.5% 26,886 $15.5M
Objective Capital Management, LLC 9.06% — 26,742 $15.4M
Trifecta Capital Advisors, LLC 3.21% Add +2.0% 26,566 $15.3M
Bank Pictet & Cie (Europe) AG 0.36% No change 26,540 $15.3M
BTC Capital Management, Inc. 1.36% Add +1.6% 26,508 $15.3M
VeraBank, N.A. 4.45% Add +2.1% 26,358 $15.2M
Hardy Reed LLC 1.36% Reduce -0.6% 26,339 $15.2M
Smith Shellnut Wilson LLC 6.86% Reduce -7.2% 26,325 $15.2M
Frontier Asset Management, LLC 5.00% Reduce -2.1% 26,203 $15.1M
Verum Partners LLC 4.42% Reduce -3.0% 26,100 $15.1M
Buck Wealth Strategies, LLC 4.72% Reduce -5.4% 26,009 $15.0M
Wesbanco Bank Inc. 0.51% Add +1.7% 26,000 $15.0M
Centennial Wealth Advisory LLC 5.83% Reduce -18.3% 25,936 $15.0M
Scissortail Wealth Management, LLC 3.62% Reduce -98.6% 431 $14.9M
Broadview Financial Management, LLC 10.10% Reduce -2.7% 25,872 $14.9M
Harbor Group, Inc. 3.45% Add +0.7% 25,867 $14.9M
Parsons Capital Management Inc. 0.94% Reduce -7.6% 25,807 $14.9M
Parisi Gray Wealth Management 4.91% Add +2.3% 25,806 $14.9M
Canal Capital Management, LLC 2.37% Reduce -4.9% 25,735 $14.8M
Shepherd Financial Partners LLC 1.78% Add +0.8% 25,655 $14.8M
Webster Bank, N. A. 1.57% Add +18.8% 25,618 $14.8M
Northwest Bancshares, Inc. 2.52% Reduce -5.4% 25,609 $14.8M
ORG Partners LLC 2.38% Reduce -0.4% 25,521 $14.7M
Secure Asset Management, LLC 2.49% Add +3.5% 25,506 $14.7M
Lake Street Advisors Group, LLC 0.68% Add +1.0% 25,501 $14.7M
AlphaMark Advisors, LLC 5.06% Reduce -4.7% 25,393 $14.6M
AtlasMark Financial, Inc 13.58% — 25,317 $14.6M
Family Firm, Inc. 3.19% Add +6.3% 196,178 $14.6M
Trustmark Bank Trust Department 1.10% Reduce -0.1% 25,274 $14.6M
Xponance LLC 0.14% Add +14.5% 25,245 $14.6M
Caldwell Trust Co 1.52% Add +6.8% 25,129 $14.5M
Legacy Edge Advisors, LLC 2.31% Reduce -2.1% 25,018 $14.4M
PFG Advisors 0.91% Add +15.2% 24,963 $14.4M
Providence Capital Advisors, LLC 2.86% Add +0.2% 24,962 $14.4M
SMI Advisory Services, LLC 3.19% Add +1.7% 24,998 $14.4M
Chemung Canal Trust Co. 2.90% Reduce -16.4% 24,858 $14.3M
Anderson Hoagland & Co. 1.46% Reduce -0.6% 24,899 $14.3M
Montecito Bank & Trust 2.44% Reduce -0.0% 24,815 $14.3M
Summit Asset Management, LLC 1.63% Add +19.0% 24,778 $14.3M
JDM Financial Group LLC 7.77% Reduce -23.2% 24,772 $14.3M
Lutz Financial Services LLC 1.16% Reduce -3.2% 24,762 $14.3M
Global Wealth Management Investment Advisory, Inc. 3.05% Add +2.5% 24,468 $14.1M
Pembroke Management, LTD 1.80% Add +1.4% 24,456 $14.1M
Empower Advisory Group, LLC 0.05% Add +10.1% 24,456 $14.1M
Gould Asset Management LLC 3.02% Reduce -1.1% 24,451 $14.1M
CRA Financial Services, LLC 2.57% Add +0.6% 24,318 $14.0M
CENTRAL TRUST Co 0.33% Reduce -0.9% 24,242 $14.0M
Pitcairn Co. 0.83% Reduce -0.5% 24,233 $14.0M
Evergreen Capital Management LLC 0.47% Reduce -1.3% 24,204 $14.0M
Associated Banc-Corp 0.41% Add +2.6% 24,157 $13.9M
Pine Valley Investments Ltd Liability Co 0.96% Reduce -1.2% 24,109 $13.9M
E Fund Management Co., Ltd. 0.71% Add +5.9% 24,096 $13.9M
E Fund Management (Hong Kong) Co., Ltd. 8.28% Add +5.9% 24,096 $13.9M
Silverleafe Capital Partners, LLC 4.90% Reduce -1.8% 24,026 $13.9M
Delta Investment Management, LLC 2.82% Add +29.6% 24,005 $13.8M
Cooper/Haims Advisors, LLC 7.60% Reduce -0.5% 23,959 $13.8M
McNaughton Wealth Management, LLC 6.73% Reduce -2.2% 23,949 $13.8M
Fairman Group, LLC 12.45% Add +0.5% 23,899 $13.8M
Aureus Asset Management, LLC 0.90% Reduce -2.8% 23,894 $13.8M
Goldstone Financial Group, LLC 2.37% Add +13.2% 23,655 $13.6M
GYL Financial Synergies, LLC 1.02% Reduce -1.3% 23,615 $13.6M
Blueprint Investment Partners LLC 2.46% Reduce -16.1% 23,566 $13.6M
Bigelow Investment Advisors, LLC 6.03% Reduce -4.2% 23,452 $13.5M
Columbus Macro, LLC 4.91% Add +1.1% 23,271 $13.5M
Foundry Financial Group, Inc. 8.39% Add +1.4% 23,294 $13.4M
Park Place Capital Corp 3.86% Reduce -4.5% 23,277 $13.4M
Perennial Investment Advisors, LLC 1.74% Add +1.8% 23,254 $13.4M
Palisades Hudson Asset Management, L.P. 5.65% Reduce -1.2% 23,224 $13.4M
Apollon Financial, LLC 3.92% Add +0.5% 23,127 $13.3M
Trail Ridge Investment Advisors, LLC 6.35% Add +16.1% 22,954 $13.3M
Copperleaf Capital, LLC 10.16% Reduce -2.8% 22,996 $13.3M
4Thought Financial Group Inc. 8.17% Reduce -15.5% 22,965 $13.2M
Cherry Tree Wealth Management, LLC 3.14% Reduce -0.9% 22,950 $13.2M
Fusion Capital, LLC 5.65% Reduce -0.3% 22,840 $13.2M
Cyndeo Wealth Partners, LLC 0.92% Add +5.0% 22,797 $13.1M
Koshinski Asset Management, Inc. 1.14% Reduce -1.5% 22,736 $13.1M
Mosley Wealth Management 8.92% Reduce -4.8% 22,287 $13.1M
Bremer Bank National Association 2.46% Reduce -1.6% 22,609 $13.0M
Mosaic Financial Group, LLC 9.26% Add +0.3% 22,608 $13.0M
Jackson Hole Capital Partners, LLC 2.72% Reduce -6.7% 22,599 $13.0M
Park National Corp. 0.46% Reduce -0.1% 22,566 $13.0M
Becker Capital Management Inc. 0.42% Reduce -1.4% 22,565 $13.0M
North Star Investment Management Corp. 0.90% Add +0.2% 22,561 $13.0M
Nomura Asset Management Co. Ltd. 0.04% No change 22,545 $13.0M
New World Advisors LLC 3.39% Reduce 0.0% 22,533 $13.0M
Ostrum Asset Management 1.07% No change 22,514 $13.0M
NSI Retail Advisors, LLC 1.93% New 22,500 $13.0M
Motive Wealth Advisors 7.79% No change 23,705 $13.0M
Latitude Advisors, LLC 7.31% Reduce -7.8% 22,386 $12.9M
Kingswood Wealth Advisors, LLC 0.92% Add +10.9% 22,351 $12.9M
Elyxium Wealth, LLC 7.09% — 22,325 $12.9M
Concorde Asset Management, LLC 7.21% Add +1.1% 22,153 $12.8M
Ascent Group, LLC 0.96% Reduce -2.4% 22,039 $12.7M
Roof Eidam Maycock Peralta, LLC 3.22% Add +1.8% 21,921 $12.6M
Earned Wealth Advisors, LLC 3.84% Reduce -3.9% 21,887 $12.6M
Beirne Wealth Consulting Services, LLC 4.43% Reduce -8.8% 21,860 $12.6M
Founders Financial Securities LLC 1.16% Reduce -15.7% 21,868 $12.6M
Legacy Trust 2.89% Add +9.6% 21,834 $12.6M
Congress Park Capital LLC 4.67% Add +47.7% 21,824 $12.6M
Bank of New Hampshire 3.16% Reduce -5.8% 21,820 $12.6M
First Personal Financial Services 2.64% Reduce -2.1% 21,664 $12.5M
Colonial Trust Co / SC 1.93% Reduce -5.6% 21,651 $12.5M
Breakwater Capital Group 2.50% Add +6.7% 21,529 $12.4M
Capital Investment Advisory Services, LLC 1.18% Add +0.7% 21,512 $12.4M
Venture Visionary Partners LLC 0.55% Add +1.5% 21,476 $12.4M
Ameliora Wealth Management Ltd. 5.15% Add +18.2% 21,401 $12.3M
Kooman & Associates 4.56% Reduce -0.1% 21,388 $12.3M
Unique Wealth Strategies, LLC 5.30% Add +12.1% 21,306 $12.3M
GenTrust, LLC 0.60% Add +223.1% 21,292 $12.3M
Omega Financial Group, LLC 4.65% Add +5.7% 21,282 $12.3M
Westwood Holdings Group Inc. 0.09% Reduce -4.4% 21,255 $12.3M
MainStreet Investment Advisors LLC 1.63% Reduce -3.7% 21,245 $12.3M
Precedent Wealth Partners, LLC 4.03% Add +1.1% 21,195 $12.2M
Verity Asset Management, Inc. 4.60% Add +7.7% 21,202 $12.2M
Zhang Financial LLC 0.77% Reduce -5.7% 21,166 $12.2M
Armbruster Capital Management, Inc. 2.43% Add +0.6% 21,131 $12.2M
Patriot Investment Management Group, Inc. 0.89% Reduce -0.2% 21,061 $12.1M
Granite Harbor Advisors, Inc. 7.15% Reduce -6.9% 20,971 $12.1M
Cosner Financial Group, LLC 7.77% Reduce -0.2% 20,895 $12.1M
WealthPLAN Partners, LLC 1.61% Reduce -10.7% 20,832 $12.0M
Syntax Research, Inc. 8.13% Add +1.3% 20,824 $12.0M
MA Private Wealth 2.24% Reduce -4.0% 20,768 $12.0M
Fiera Capital Corp 0.04% Add +0.3% 20,766 $12.0M
Dagco, Inc. 4.92% Add +3.3% 20,761 $12.0M
Tritonpoint Wealth, LLC 1.09% Reduce -11.6% 20,853 $12.0M
O'shaughnessy Asset Management, LLC 0.11% Add +6.9% 20,303 $11.9M
Horst & Graben Wealth Management LLC 2.14% Add +3.0% 20,633 $11.9M
Bright Financial Advisors, Inc. 7.55% Add +2.8% 20,585 $11.9M
Cape Ann Savings Bank 6.88% Add +15.7% 20,561 $11.9M
CW Advisors, LLC 0.16% Add +11.3% 20,452 $11.8M
Columbia Bank 4.31% Add +9.3% 20,410 $11.8M
Forbes Financial Planning, Inc. 8.48% Add +0.3% 20,393 $11.8M
EverSource Wealth Advisors, LLC 0.74% Add +5.0% 20,361 $11.7M
Twin Peaks Wealth Advisors, LLC 5.38% Add +5.0% 20,217 $11.7M
Louisbourg Investments Inc. 2.95% Reduce -1.9% 20,200 $11.7M
Proficio Capital Partners LLC 1.16% Reduce -20.6% 20,143 $11.6M
Red Tortoise LLC 5.85% Reduce -2.2% 20,141 $11.6M
One Day In July LLC 1.31% Reduce -9.7% 20,129 $11.6M
Merriman Wealth Management, LLC 0.47% Add +8.1% 20,122 $11.6M
Granby Capital Management, LLC 5.97% No change 20,000 $11.5M
Berkeley, Inc 3.35% Add +98.7% 19,948 $11.5M
Northstar Advisory Group, LLC 5.95% Reduce -39.4% 19,855 $11.5M
Aptus Capital Advisors, LLC 0.17% Add +305.2% 19,705 $11.4M
RE Dickinson Investment Advisors, LLC 6.40% Add +2.8% 19,687 $11.4M
Shulman DeMeo Asset Management LLC 2.78% Add +0.1% 19,637 $11.3M
Private Trust Co. NA 1.14% Reduce -10.3% 19,609 $11.3M
Investment Advisory Group, LLC 3.92% Add +4.8% 19,576 $11.3M
Harbor Investment Advisory, LLC 1.11% Reduce -0.9% 19,530 $11.3M
Mendota Financial Group, LLC 5.36% Add +3.5% 19,454 $11.2M
Private Client Services, LLC 6.03% Add +8.8% 19,443 $11.2M
BWM Planning, LLC 4.97% — 19,422 $11.2M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -3.6% 19,411 $11.2M
Wayfinding Financial, LLC 8.32% Reduce -3.2% 19,387 $11.2M
Strategic Blueprint, LLC 0.70% Add +1.2% 19,368 $11.2M
Firethorn Wealth Partners, LLC 5.66% Reduce -16.5% 19,333 $11.2M
Nicolet Advisory Services, LLC 1.05% Reduce -2.5% 19,545 $11.2M
Chicago Capital, LLC 0.31% Add +5.3% 19,224 $11.1M
Sound Stewardship, LLC 6.21% Add +1.1% 19,194 $11.1M
Beaird Harris Wealth Management, LLC 0.96% Add +2.5% 19,105 $11.0M
Meritage Portfolio Management 0.68% Add +1.4% 19,104 $11.0M
Greenhouse Wealth Management, LLC 7.41% Add +0.3% 19,061 $11.0M
IFG Advisory, LLC 0.70% Reduce -10.5% 19,034 $11.0M
Connecticut Wealth Management, LLC 0.53% Add +0.6% 19,011 $11.0M
Insight 2811, Inc. 5.41% Add +4.4% 18,839 $10.9M
Copperwynd Financial, LLC 3.27% Add +7.3% 18,835 $10.9M
SC&H Financial Advisors, Inc. 2.37% Reduce -1.0% 18,819 $10.9M
Headlands Technologies LLC 1.25% Add +102.6% 18,811 $10.9M
Main Street Financial Solutions, LLC 0.99% Add +3.5% 18,775 $10.8M
Meadow Creek Wealth Advisors LLC 8.57% Add +42.2% 18,750 $10.8M
Wealth Management Partners, LLC 5.01% Reduce -9.0% 18,734 $10.8M
Mgo One Seven LLC 0.47% Reduce -2.9% 18,712 $10.8M
Ted Buchan & Co 5.11% Add +42.6% 18,686 $10.8M
Venturi Wealth Management, LLC 0.56% Reduce -2.5% 18,639 $10.8M
Milestone Investment Advisors LLC 3.00% Add +22.9% 18,584 $10.7M
YHB Investment Advisors, Inc. 0.89% Add +3.5% 18,577 $10.7M
Patton Albertson Miller Group, LLC 1.46% Add +1.9% 18,553 $10.7M
SPC Financial, Inc. 0.94% Add +11.0% 18,492 $10.7M
Revolve Wealth Partners, LLC 1.62% Reduce -0.8% 18,346 $10.6M
Waters Parkerson & Co., LLC 0.54% Add +55.1% 18,334 $10.6M
American National Bank & Trust 1.24% Reduce -3.0% 18,252 $10.5M
Simmons Bank 0.76% Add +0.1% 18,198 $10.5M
Welch & Forbes LLC 0.13% Add +12.9% 18,041 $10.4M
Cassia Capital Partners, LLC 6.83% Reduce -4.0% 17,933 $10.3M
Agf Management Ltd. 0.05% Reduce -2.1% 17,924 $10.3M
Telos Capital Management, Inc. 1.08% Reduce -4.9% 17,864 $10.3M
Manhattan West Asset Management, LLC 2.66% Reduce -1.4% 17,839 $10.3M
NorthRock Partners, LLC 0.34% Reduce -0.5% 17,815 $10.3M
Verdence Capital Advisors LLC 0.82% Add +1.9% 17,781 $10.3M
International Assets Investment Management, LLC 0.83% Add +17.5% 17,765 $10.2M
Silvercrest Asset Management Group LLC 0.07% Reduce -0.3% 17,759 $10.2M
Wealth Management Associates, Inc. 4.49% Add +0.6% 17,709 $10.2M
Welch Group, LLC 0.44% Add +0.2% 17,633 $10.2M
Baldwin Wealth Partners LLC 0.69% Add +11.9% 17,607 $10.2M
Sentry LLC 1.95% Reduce -1.4% 17,537 $10.1M
Red Door Wealth Management, LLC 1.68% Reduce -0.8% 17,524 $10.1M
Summit Wealth Partners, LLC 1.95% Add +7.8% 17,517 $10.1M
Horizon Investments, LLC 0.27% Reduce -10.3% 17,499 $10.1M
Money Design Co.,Ltd. 0.50% Reduce -0.2% 17,480 $10.1M
Harbor Advisory Corp. 3.29% Add +2.2% 17,454 $10.1M
Silver Oak Securities, Incorporated 1.06% Add +5.7% 17,535 $10.1M
Sax Wealth Advisors, LLC 0.90% Add +12.6% 17,408 $10.0M
Williams Jones Wealth Management, LLC. 0.12% Reduce -4.5% 17,375 $10.0M
Alera Investment Advisors, LLC 1.17% Add +1.4% 17,239 $9.9M
Evensky & Katz LLC 0.65% Reduce -2.6% 17,212 $9.9M
WMS Partners, LLC 0.56% Add +2.1% 17,189 $9.9M
Argent Advisors, Inc. 3.68% Reduce -5.4% 17,181 $9.9M
Leavell Investment Management, Inc. 0.49% Add +0.7% 17,134 $9.9M
Advisory Resource Group 2.11% Reduce -4.3% 17,126 $9.9M
Mission Wealth Management, LP 0.24% Add +32.4% 17,110 $9.9M
Marathon Strategic Advisors, LLC 10.39% Reduce -4.4% 17,044 $9.8M
Eaton Financial Holdings Company, LLC 4.00% — 17,021 $9.8M
Pachira Investments Inc. 7.55% Reduce -2.2% 16,991 $9.8M
RCS Financial Planning, LLC 5.41% Reduce -7.2% 16,889 $9.7M
London Co. of Virginia 0.05% Reduce -55.9% 16,861 $9.7M
Arrien Investments, Inc. 7.01% Reduce -3.1% 16,835 $9.7M
SageView Advisory Group, LLC 0.49% Reduce -23.5% 16,809 $9.7M
Doliver Advisors, LP 2.65% Reduce -0.5% 16,754 $9.7M
Fsa Wealth Partners, Inc. 2.33% Add +52.8% 16,724 $9.6M
Thoroughbred Financial Services, LLC 0.62% Add +17.5% 16,644 $9.6M
Sugar Maple Asset Management, LLC 8.34% Add +8.9% 16,644 $9.6M
Lanark Financial, Inc. 0.81% Reduce -12.9% 16,641 $9.6M
Kennicott Capital Management LLC 3.67% Add +2.8% 16,594 $9.6M
jvl associates llc 3.67% Add +3.5% 16,523 $9.5M
Boyd Wealth Management, LLC 4.83% Reduce -0.3% 16,521 $9.5M
Maia Wealth LLC 2.34% Add +7.4% 16,288 $9.5M
Capital Fund Management S.A. 0.11% New 16,400 $9.5M
MidAtlantic Capital Management, Inc. 6.84% Add +10.2% 16,230 $9.4M
Continuum Advisory, LLC 1.20% Reduce -1.0% 15,699 $9.4M
Asset Allocation & Management Company, LLC 5.85% Reduce -6.0% 16,129 $9.3M
Red Wave Investments LLC 3.24% Reduce -1.2% 16,094 $9.3M
TFB Advisors LLC 2.76% Add +128.1% 16,094 $9.3M
Geneva Partners, LLC 4.01% Add +1.9% 16,065 $9.3M
Commonwealth Retirement Investments LLC 3.85% Add +1.1% 15,927 $9.2M
Community Financial Services Group, LLC 1.88% Reduce -3.2% 15,887 $9.2M
My Legacy Advisors, LLC 3.62% Reduce -24.2% 15,887 $9.2M
Plante Moran Financial Advisors, LLC 0.78% Add +1.4% 15,840 $9.1M
Lindbrook Capital, LLC 0.81% Add +134.3% 15,838 $9.1M
Chapin Davis, Inc. 2.95% Add +2.9% 15,799 $9.1M
Solstein Capital, LLC 4.83% New 15,798 $9.1M
Nixon Peabody Trust Co. 0.76% New 15,783 $9.1M
Northeast Financial Consultants Inc 0.40% Add +2.7% 15,778 $9.1M
MinichMacGregor Wealth Management, LLC 1.95% Reduce -2.9% 15,776 $9.1M
Ellevest, Inc. 0.50% Reduce -0.3% 15,766 $9.1M
University of Texas/Texas Am Investment Management Co. 1.47% Add +1.3% 15,708 $9.1M
Fulcrum Capital LLC 1.97% Reduce -42.3% 15,660 $9.0M
Glen Eagle Advisors, LLC 1.52% Reduce -0.6% 15,586 $9.0M
Leuthold Group, LLC 1.00% Reduce -1.2% 15,569 $9.0M
DAVENPORT & Co LLC 0.05% Add +3.0% 15,521 $9.0M
Meridian Financial Advisors, LLC 5.97% Reduce -2.4% 15,504 $8.9M
Regimen Wealth, LLC 2.89% Reduce -0.5% 15,482 $8.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% Add +10.3% 15,449 $8.9M
Clear Investment Research, LLC 11.57% Reduce -5.7% 15,415 $8.9M
Private Advisory Group LLC 1.12% Add +2.0% 15,358 $8.9M
Cardiff Park Advisors, LLC 0.80% Reduce -0.8% 15,346 $8.9M
Forum Private Client Group LLC 3.93% Add +0.1% 15,321 $8.8M
Yelin Lapidot Holdings Management Ltd. 1.46% Add +0.8% 15,320 $8.8M
Salomon & Ludwin, LLC 0.89% Reduce -5.3% 15,169 $8.7M
Red Cedar Investment Management, LLC 1.11% Reduce -8.8% 15,130 $8.7M
Fernwood Investment Management, LLC 2.85% Reduce -39.8% 15,128 $8.7M
Nepc LLC 0.26% No change 15,127 $8.7M
MBE Wealth Management, LLC 4.81% Reduce -4.5% 15,104 $8.7M
SOL Capital Management CO 0.96% Reduce -3.6% 15,063 $8.7M
Old Port Advisors 2.41% Add +7.4% 15,027 $8.7M
Michelson Medical Research Foundation, Inc. 6.09% No change 14,989 $8.6M
Integrated Investment Consultants, LLC 1.88% Reduce -5.1% 14,960 $8.6M
Steigerwald, Gordon & Koch Inc. 0.94% Add +0.5% 14,911 $8.6M
Atlantic Edge Private Wealth Management, LLC 2.62% Add +1.6% 14,906 $8.6M
Fidato Wealth LLC 6.91% Reduce -3.3% 14,905 $8.6M
Wall Street Financial Group, Inc. 9.05% Add +80.8% 14,882 $8.6M
Summit Trail Advisors, LLC 0.21% Add +14.7% 14,803 $8.5M
Calamos Advisors LLC 0.06% Reduce -0.9% 14,802 $8.5M
Signal Advisors Wealth, LLC 1.22% Add +1623.9% 14,739 $8.5M
Strategic Wealth Partners, Ltd. 0.82% Reduce -9.7% 14,737 $8.5M
Campion Asset Management 6.24% Add +10.9% 14,723 $8.5M
First Heartland Consultants, Inc. 0.91% Add +2.5% 14,666 $8.5M
Legacy Capital Wealth Partners, LLC 1.69% Reduce -1.0% 14,636 $8.4M
Claro Advisors Inc. 1.09% Add +7.7% 14,602 $8.4M
Canvas Wealth Advisors, LLC 2.32% Add +13.2% 14,550 $8.4M
Moors & Cabot, Inc. 0.42% Add +3.1% 14,529 $8.4M
Beacon Bridge Wealth Partners, LLC 3.59% Add +6.3% 14,496 $8.4M
BIP Wealth, LLC 0.57% Add +7.5% 14,483 $8.4M
Westfuller Advisors, LLC 5.99% — 14,465 $8.3M
West Bancorporation Inc. 5.56% Add +18.7% 14,458 $8.3M
Edgestream Partners, L.P. 0.37% Add +15.4% 14,453 $8.3M
KWB Wealth 1.08% Add +0.5% 15,141 $8.3M
9258 Wealth Management, LLC 1.22% Reduce -0.1% 14,353 $8.3M
Cornerstone Advisors, LLC 0.33% New 14,300 $8.2M
Jaffetilchin Investment Partners, LLC 0.62% Reduce -1.6% 14,225 $8.2M
Quent Capital, LLC 0.83% Add +0.0% 14,220 $8.2M
Financial Advocates Investment Management 0.46% Reduce -10.0% 18,636 $8.2M
Equita Financial Network, Inc. 2.95% Reduce -3.5% 14,018 $8.1M
Fortis Capital Advisors, LLC 2.70% Add +685.3% 14,001 $8.1M
NatWest Group plc 2.39% No change 13,991 $8.1M
Nations Financial Group Inc, /Ia/ 0.58% Add +7.7% 13,950 $8.0M
Avid Wealth Partners LLC 5.67% Add +12.7% 13,902 $8.0M
White Pine Capital LLC 2.74% Add +3.8% 13,881 $8.0M
Transform Wealth, LLC 0.53% Add +1.2% 13,876 $8.0M
Okabena Investment Services Inc. 2.26% Add +16.8% 13,873 $8.0M
waypoint wealth counsel 5.41% Add +3.0% 13,837 $8.0M
Awm Capital, LLC 0.96% Add +23.4% 13,716 $7.9M
GeoWealth Management, LLC 0.28% Add +1.2% 13,672 $7.9M
Ausdal Financial Partners, Inc. 0.82% Add +10.2% 13,648 $7.9M
Abacus Planning Group, Inc. 1.41% Add +0.2% 13,624 $7.9M
Carnegie Investment Counsel 0.23% Reduce -1.8% 13,495 $7.8M
MSH Capital Advisors LLC 2.38% Reduce -3.9% 13,475 $7.8M
Instrumental Wealth, LLC 7.56% Add +1.3% 13,209 $7.8M
Sunburst Financial Group, LLC 1.96% Reduce -3.8% 13,427 $7.7M
TRUE Private Wealth Advisors 0.92% Reduce -22.6% 13,416 $7.7M
GM Advisory Group, LLC 0.46% Add +4.6% 13,368 $7.7M
Patten Group, Inc. 1.71% Add +0.1% 13,365 $7.7M
Confluence Wealth Services, Inc. 0.56% Reduce -6.1% 13,327 $7.7M
Garrison Point Advisors, LLC 4.75% Add +14.9% 13,307 $7.7M
Wedmont Private Capital 0.44% Add +2.4% 13,404 $7.6M
Jacobi Capital Management LLC 0.58% Add +50.0% 13,235 $7.6M
Eagle Strategies LLC 1.38% Reduce -5.6% 13,201 $7.6M
Power Wealth Management LLC 3.25% Reduce -9.2% 13,196 $7.6M
New Potomac Partners, LLC 3.91% Reduce -4.9% 13,192 $7.6M
Trust Co. of Vermont 0.38% Add +11.2% 13,187 $7.6M
MY Wealth Management Inc. 7.71% Add +0.3% 13,176 $7.6M
Flower City Capital 4.43% Reduce -0.5% 13,082 $7.5M
Whalerock Point Partners, LLC 1.86% Add +3.7% 13,061 $7.5M
Maripau Wealth Management LLC 6.52% Reduce -12.1% 13,052 $7.5M
GFS Advisors, LLC 1.60% Reduce -87.2% 13,030 $7.5M
Trust Point Inc. 0.56% Add +0.5% 13,000 $7.5M
Heritage Family Offices, LLP 3.87% Reduce -7.6% 13,000 $7.5M
Avestar Capital, LLC 0.82% Reduce -1.4% 12,985 $7.5M
Sapient Capital LLC 0.15% Reduce -0.3% 12,951 $7.5M
Kingfisher Capital LLC 1.72% Reduce -5.7% 12,949 $7.5M
Shelter Mutual Insurance Co 1.78% Reduce -9.3% 12,460 $7.5M
Montis Financial, LLC 2.65% Add +3403.0% 12,926 $7.5M
Atlantic Union Bankshares Corp 0.43% Add +19.3% 12,831 $7.4M
Roundview Capital LLC 0.54% Add +2.9% 12,822 $7.4M
Bulltick Wealth Management, LLC 1.83% Add +547.2% 12,769 $7.4M
NewEdge Wealth, LLC 0.13% Add +15.5% 12,717 $7.3M
Heritage Wealth Partners, LLC 8.59% Reduce -23.4% 12,661 $7.3M
Certus Wealth Management, LLC 5.08% Add +22.0% 12,657 $7.3M
Quadcap Wealth Management, LLC 1.14% Reduce -1.5% 12,651 $7.3M
Atom Investors LP 0.76% No change 12,630 $7.3M
Nelson Capital Management, LLC 1.22% Add +1.8% 12,597 $7.3M
Transamerica Financial Advisors, LLC 0.70% New 12,517 $7.2M
Dogwood Wealth Management LLC 4.13% No change 12,461 $7.2M
Smartleaf Asset Management LLC 0.87% Add +10.0% 12,502 $7.2M
Sterling Financial Planning, Inc. 2.64% Reduce -0.6% 12,435 $7.2M
Etesian Wealth Advisors, Inc. 3.24% Add +84.3% 12,423 $7.2M
Joel Isaacson & Co., LLC 0.34% Add +1.5% 12,408 $7.2M
C2C Wealth Management, LLC 6.65% Add +1.7% 12,500 $7.1M
Cooper Financial Group 0.92% Reduce -10.5% 12,347 $7.1M
Busey Bank 0.23% Add +5.2% 12,347 $7.1M
Arcus Capital Partners, LLC 2.58% Reduce -31.0% 12,335 $7.1M
Raleigh Capital Management Inc. 2.74% Reduce -4.9% 12,330 $7.1M
W Advisors, LLC 4.37% Add +2.3% 12,294 $7.1M
Arete Wealth Advisors, LLC 0.61% Reduce -39.9% 12,327 $7.1M
Strata Wealth Advisors, LLC 2.28% Reduce -2.4% 12,268 $7.1M
Bedel Financial Consulting, Inc. 1.00% Add +3.9% 12,257 $7.1M
Catalina Capital Group, LLC 2.40% Add +2.2% 12,243 $7.1M
Money Concepts Capital Corp. 0.54% Add +6.0% 12,241 $7.1M
Annex Advisory Services, LLC 0.23% Reduce -1.7% 12,210 $7.0M
Wealth Advisors of Iowa, LLC 3.58% New 12,199 $7.0M
Interchange Capital Partners, LLC 2.50% Reduce -4.8% 12,186 $7.0M
NovaPoint Capital, LLC 2.18% Add +36.9% 12,185 $7.0M
WASHINGTON TRUST Co 0.25% Reduce -2.7% 12,171 $7.0M
Aletheian Wealth Advisors LLC 4.09% Reduce -30.6% 12,135 $7.0M
Stephens Inc. 0.10% Add +19.9% 12,121 $7.0M
Trust Co 0.84% Add +0.2% 12,087 $7.0M
Pinebridge Investments, L.P. 0.05% Reduce -4.7% 12,080 $7.0M
Advisor Resource Council 3.14% New 11,985 $6.9M
TCI Wealth Advisors, Inc. 0.58% Reduce -1.4% 11,977 $6.9M
New Century Financial Group, LLC 2.53% Add +1.5% 11,972 $6.9M
Carolinas Wealth Consulting LLC 1.25% Reduce -0.7% 11,971 $6.9M
Selective Wealth Management, Inc. 2.86% Reduce -3.9% 11,945 $6.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.9% 11,913 $6.9M
Mechanics Financial Corp 3.00% Add +6.6% 11,887 $6.9M
Sterling Investment Counsel, LLC 2.44% Reduce -0.0% 11,875 $6.8M
Mission Creek Capital Partners, Inc. 1.59% Add +0.0% 11,869 $6.8M
HBK Sorce Advisory LLC 0.21% Reduce -0.8% 11,842 $6.8M
Cutler Investment Counsel LLC 0.86% Reduce -13.7% 11,810 $6.8M
KCM Investment Advisors LLC 0.23% Reduce -0.3% 11,793 $6.8M
Meridian Financial Partners LLC 3.43% Add +11.3% 11,762 $6.8M
Symphony Financial, Ltd. Co. 1.12% Add +3.9% 11,836 $6.8M
Pittenger & Anderson Inc. 0.25% Add +1.9% 11,746 $6.8M
Ridgecrest Wealth Partners, LLC 3.51% Reduce -2.6% 11,679 $6.7M
Koss-Olinger Consulting, LLC 0.58% Add +0.4% 11,666 $6.7M
1834 Investment Advisors Co. 0.78% Reduce -1.1% 11,658 $6.7M
O'Connor Financial Group LLC 3.53% Reduce -9.3% 11,651 $6.7M
Retirement Planning Group, LLC 0.37% Add +177.1% 11,635 $6.7M
Keystone Financial Group 0.86% New 11,621 $6.7M
GTS Securities LLC 0.13% Reduce -61.3% 11,615 $6.7M
Westmount Partners, LLC 1.99% Add +0.5% 11,492 $6.6M
Argent Financial Group, Inc. 0.79% — 11,480 $6.6M
LifePlan Investment Advisors, Inc. 4.23% Add +2.4% 11,479 $6.6M
Strategy Asset Managers LLC 1.27% Add +30.4% 11,429 $6.6M
Barrett & Company, Inc. 2.84% Add +0.1% 11,379 $6.6M
Burke & Herbert Bank & Trust Co. 1.53% Reduce -1.0% 11,370 $6.6M
Norden Group LLC 0.77% Add +455.8% 11,333 $6.5M
Ironwood Investment Counsel, LLC 1.08% Add +0.9% 11,288 $6.5M
Emerald Advisors, LLC 0.94% Add +1.3% 11,017 $6.5M
Bfsg, LLC 0.75% Reduce -5.1% 11,197 $6.5M
Hilltop National Bank 1.96% Reduce -1.4% 11,172 $6.4M
Carrera Capital Advisors 1.57% Add +5.0% 11,145 $6.4M
Able Wealth Management LLC 4.87% Add +1.3% 11,141 $6.4M
Lake Street Private Wealth, LLC 1.04% Reduce -11.7% 11,132 $6.4M
Tempus Wealth Planning, LLC 2.35% Reduce -5.1% 11,117 $6.4M
Graves Light Lenhart Wealth, Inc. 0.79% Reduce -0.1% 11,097 $6.4M
Index Fund Advisors, Inc. 0.34% Reduce -0.3% 11,085 $6.4M
Curated Wealth Partners LLC 0.82% Add +1.3% 11,076 $6.4M
Gen-Wealth Partners Inc 2.79% Add +6.7% 10,951 $6.4M
BlueChip Wealth Advisors LLC 3.32% Add +6.4% 11,006 $6.3M
Astoria Strategic Wealth, Inc. 1.86% Reduce -2.5% 11,003 $6.3M
Nicolet Bankshares Inc. 1.28% Reduce -0.0% 10,980 $6.3M
Ethos Financial Group, LLC 1.05% Add +2.1% 10,966 $6.3M
Cadent Capital Advisors, LLC 2.14% Reduce -7.5% 10,931 $6.3M
National Wealth Management Group, LLC 4.27% Add +12.5% 10,917 $6.3M
Salem Investment Counselors Inc. 0.19% Add +5.3% 10,793 $6.2M
Clearstead Trust, LLC 1.49% Add +6.8% 10,774 $6.2M
Polen Capital Management LLC 0.02% New 10,746 $6.2M
BBJS Financial Advisors, LLC 2.21% Add +0.1% 10,729 $6.2M
Daymark Wealth Partners, LLC 0.26% Add +1.1% 10,724 $6.2M
Nilsine Partners, LLC 0.80% Reduce -1.0% 10,674 $6.2M
JT Stratford LLC 1.06% Reduce -3.7% 10,669 $6.2M
Sound Income Strategies, LLC 0.40% Add +3.4% 10,657 $6.1M
Forte Asset Management LLC 3.27% Add +1.2% 10,630 $6.1M
Houlihan Financial Resource Group, Ltd. 2.54% New 10,628 $6.1M
Rede Wealth, LLC 2.33% Add +0.7% 10,572 $6.1M
Flagship Harbor Advisors, LLC 0.33% Add +0.5% 10,568 $6.1M
Compass Ion Advisors, LLC 0.75% Add +27.5% 10,567 $6.1M
Compagnie Lombard Odier SCmA 0.09% Add +7.0% 10,548 $6.1M
FLC Capital Advisors 1.40% Reduce -1.0% 10,527 $6.1M
Financial Management Professionals, Inc. 0.75% Add +10395.0% 10,495 $6.1M
Moloney Securities Asset Management, LLC 0.82% Reduce -2.7% 10,494 $6.1M
Strategies Wealth Advisors, LLC 0.81% Reduce -2.3% 10,481 $6.0M
Badgley Phelps Wealth Managers, LLC 0.14% Reduce -3.8% 10,437 $6.0M
Twin Focus Capital Partners, LLC 0.95% Add +0.6% 10,431 $6.0M
Smart Money Group LLC 2.13% Add +0.1% 10,463 $6.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.51% Add +7.0% 10,313 $5.9M
CM Wealth Advisors LLC 1.92% Add +19.3% 10,298 $5.9M
Three Seasons Wealth, LLC 3.12% Add +0.1% 10,285 $5.9M
Idaho Trust Co 2.86% Reduce -7.4% 10,285 $5.9M
Stonebridge Financial Planning Group, LLC 2.82% Reduce -0.8% 10,257 $5.9M
Quartz Partners, LLC 3.70% — 10,231 $5.9M
Cypress Capital, LLC 1.52% Add +4.7% 10,193 $5.9M
Essex Bank 1.46% Add +169.4% 10,166 $5.9M
Essential Planning, LLC. 2.40% Reduce -1.6% 10,155 $5.9M
S.A. Mason LLC 3.10% Reduce -3.9% 10,139 $5.8M
Brass Tax Wealth Management, Inc. 1.25% Reduce -6.9% 10,133 $5.8M
ICONIQ Capital, LLC 0.13% Reduce -11.8% 10,122 $5.8M
Callan Capital, LLC 0.41% Add +0.4% 10,106 $5.8M
Alliance Wealth Advisors, LLC 1.53% Add +10.5% 10,078 $5.8M
PFS Partners, LLC 3.34% Reduce -1.3% 10,068 $5.8M
New York Life Investment Management LLC 0.06% New 10,009 $5.8M
Optivise Advisory Services LLC 3.04% Add +1.1% 10,009 $5.8M
Eagle Bay Advisors LLC 2.21% Reduce -16.3% 9,989 $5.8M
Platform Technology Partners 1.81% Add +8.7% 9,961 $5.7M
James J. Burns & Company, LLC 1.04% Reduce -0.6% 9,929 $5.7M
Lakeridge Wealth Management LLC 3.14% Add +1.3% 9,912 $5.7M
First National Bank of Omaha 0.36% No change 9,866 $5.7M
GPS Wealth Strategies Group, LLC 0.76% Add +31.9% 9,858 $5.7M
Landmark Wealth Management, LLC 2.46% New 9,803 $5.7M
Quad-Cities Investment Group, LLC 2.84% Reduce -2.8% 9,780 $5.6M
Motco 0.56% Reduce -6.4% 9,770 $5.6M
Affiance Financial, LLC 1.36% Reduce -5.9% 9,746 $5.6M
Level Four Advisory Services, LLC 0.24% Add +17.9% 9,833 $5.6M
Morling Financial Advisors, LLC 2.14% Add +0.0% 9,718 $5.6M
HTLF Bank 0.61% Reduce -5.3% 9,692 $5.6M
Brand Asset Management Group, Inc. 2.18% Reduce -3.5% 9,658 $5.6M
Capital Group Private Client Services, Inc. 0.05% Add +5.3% 9,656 $5.6M
GSG Advisors LLC 1.84% Reduce -3.0% 9,747 $5.6M
Guyasuta Investment Advisors Inc. 0.34% Add +21.6% 9,652 $5.6M
LVZ, Inc. 0.71% Reduce -4.9% 9,629 $5.6M
Coppell Advisory Solutions LLC 0.82% Reduce -2.3% 9,661 $5.5M
Cornerstone Partners Capital Management, LLC 10.90% Reduce -93.1% 9,597 $5.5M
New Millennium Group LLC 3.57% Add +104.2% 9,573 $5.5M
Rothschild Wealth LLC 1.65% Add +21.4% 56,213 $5.5M
BCU Wealth Advisors, LLC 3.28% Reduce -1.5% 9,543 $5.5M
Truefg, LLC 1.80% Add +1.3% 9,537 $5.5M
Olde Wealth Management, LLC 1.96% Reduce -0.5% 9,482 $5.5M
Bray Capital Advisors 1.34% Reduce -9.7% 9,473 $5.5M
Larson Financial Group LLC 0.31% Add +2.1% 9,472 $5.5M
Peak Asset Management, LLC 1.03% Reduce -2.6% 9,434 $5.4M
West Branch Capital LLC 1.88% Add +6.6% 9,415 $5.4M
Shoker Investment Counsel, Inc. 1.83% Reduce -2.4% 9,410 $5.4M
Debussy Capital Management LP 1.57% Reduce -27.5% 9,396 $5.4M
Brady Family Wealth, LLC 1.63% Add +2.5% 9,388 $5.4M
Chesapeake Wealth Management 1.85% Add +58.2% 9,381 $5.4M
Steph & Co. 1.72% No change 9,379 $5.4M
Beacon Bank & Trust 1.26% Reduce -1.8% 9,325 $5.4M
Successful Portfolios LLC 3.64% Add +2.5% 9,318 $5.4M
Pinnacle Bancorp, Inc. 1.43% Add +15.7% 9,302 $5.4M
Wooster Corthell Wealth Management, Inc. 1.14% Reduce -5.3% 9,258 $5.3M
Wealthgarden F.S. LLC 5.19% Reduce -10.7% 9,256 $5.3M
Vise Technologies, Inc. 0.68% Reduce -6.3% 9,229 $5.3M
Semus Wealth Partners LLC 3.72% Add +7.3% 9,215 $5.3M
FDx Advisors, Inc. 1.45% Reduce -3.2% 9,207 $5.3M
Luken Investment Analytics, LLC 2.43% Add +27.8% 9,179 $5.3M
Vawter Financial, Ltd. 3.21% Add +2.1% 9,121 $5.3M
Annapolis Financial Services, LLC 1.56% Reduce -5.5% 9,108 $5.3M
Sonoma Private Wealth LLC 8.17% Reduce -0.2% 9,095 $5.2M
Meridian Wealth Partners, LLC 0.81% Reduce -4.4% 9,061 $5.2M
Defined Wealth Management, LLC 3.38% No change 9,035 $5.2M
NFSG Corp 1.82% Add +35.3% 9,011 $5.2M
TCTC Holdings, LLC 0.18% Reduce -0.6% 8,970 $5.2M
Brown Miller Wealth Management, LLC 2.01% Add +19.9% 8,967 $5.2M
Private Wealth Partners, LLC 0.41% Reduce -0.9% 8,962 $5.2M
Nicholas Hoffman & Company, LLC. 0.22% Add +6.1% 8,944 $5.2M
EFG Asset Management (Americas) Corp. 1.01% Reduce -5.4% 8,927 $5.1M
Ayalon Insurance Comp Ltd. 1.60% Add +20.8% 8,888 $5.1M
Sfm, LLC 3.82% Reduce -1.5% 8,844 $5.1M
Fiduciary Group, LLC 0.52% Reduce -0.5% 8,842 $5.1M
Galvin, Gaustad & Stein, LLC 0.46% Add +37.5% 8,832 $5.1M
Financial Council, LLC 2.65% Reduce -1.0% 8,828 $5.1M
Quadrant Private Wealth Management, LLC 1.26% Add +28.4% 8,787 $5.1M
Kwmg, LLC 0.51% Reduce -0.8% 8,767 $5.1M
BOS Asset Management, LLC 1.87% No change 8,748 $5.0M
Goepper Burkhardt LLC 2.08% Add +7.8% 8,746 $5.0M
Moneda S.A. Administradora General de Fondos 4.15% No change 8,700 $5.0M
Quadrature Capital Ltd 0.11% New 8,619 $5.0M
Clayton Financial Group LLC 1.84% Add +5.0% 8,543 $4.9M
Banque Pictet & Cie SA 0.05% No change 8,537 $4.9M
Peterson Wealth Advisors, LLC 0.93% Reduce -1.2% 8,516 $4.9M
Allen Capital Group, LLC 0.62% Reduce -1.7% 8,496 $4.9M
Presidio Capital Management, LLC 3.13% Reduce -8.4% 8,480 $4.9M
Archvest Wealth Advisors, Inc. 3.09% Add +11.9% 8,429 $4.9M
ZWJ Investment Counsel Inc. 0.20% Reduce -21.2% 8,365 $4.8M
Forum Financial Management, LP 0.08% Add +3.2% 8,353 $4.8M
NBT Bank, N.A. 0.32% Add +1.3% 8,330 $4.8M
Tyche Wealth Partners LLC 1.09% Add +3.1% 8,326 $4.8M
Stockman Wealth Management, Inc. 0.75% Reduce -0.5% 8,322 $4.8M
Redhawk Wealth Advisors, Inc. 0.69% Reduce -5.0% 8,321 $4.8M
Pinnacle Wealth Planning Services, Inc. 0.65% Reduce -6.0% 8,318 $4.8M
Jane Street Group, LLC 0.01% Reduce -48.0% 8,302 $4.8M
Seven Springs Wealth Group, LLC 1.78% No change 8,281 $4.8M
Ewa, LLC 1.70% Add +1134.0% 7,996 $4.8M
Transcendent Capital Group LLC 2.44% Reduce -23.8% 8,253 $4.8M
Legacy Advisory Services, LLC 4.09% Add +0.0% 8,251 $4.8M
Mitchell Capital Management Co. 0.83% Reduce -2.5% 8,248 $4.8M
Shorepath Capital Management LLC 3.48% Reduce -0.2% 8,241 $4.8M
Hutchens & Kramer Investment Management Group, LLC 2.64% Add +33.5% 8,319 $4.8M
Bear Mountain Capital, Inc. 1.87% No change 8,132 $4.7M
Blue Bell Private Wealth Management, LLC 0.90% Reduce -4.1% 8,207 $4.7M
49 Wealth Management, LLC 0.77% Reduce -1.1% 8,207 $4.7M
Maiden Cove Capital, LLC 7.37% Reduce -6.5% 8,197 $4.7M
Manchester Capital Management LLC 0.55% Reduce -57.8% 8,194 $4.7M
Signet Financial Management, LLC 0.60% Reduce -0.7% 8,175 $4.7M
Stephen J. Garry & Associates, LLC 4.48% Reduce -1.7% 8,174 $4.7M
Measured Wealth Private Client Group, LLC 1.58% Reduce -1.9% 8,171 $4.7M
Raab & Moskowitz Asset Management LLC 1.19% Reduce -0.6% 8,158 $4.7M
Access Financial Services, Inc. 2.16% No change 8,153 $4.7M
FAS Wealth Partners, Inc. 0.37% Add +43.1% 8,132 $4.7M
Leo Wealth, LLC 0.43% Reduce -5.3% 8,122 $4.7M
Lifeworks Advisors, LLC 0.92% Add +273.2% 8,087 $4.7M
Franklin, Parlapiano, Turner & Welch, LLC 1.21% No change 8,087 $4.7M
Wintrust Investments LLC 3.44% Reduce -90.0% 8,067 $4.7M
Schmidt P J Investment Management Inc. 0.80% Reduce -1.1% 8,061 $4.6M
Boston Family Office LLC 0.31% Reduce -0.1% 8,034 $4.6M
Asset Planning Corporation 3.02% Add +1.1% 8,020 $4.6M
WJ Wealth Management, LLC 1.63% Add +4.3% 8,002 $4.6M
Stokes Family Office, LLC 0.50% Reduce -1.9% 8,000 $4.6M
Jamison Private Wealth Management, Inc. 0.70% Add +9.3% 7,953 $4.6M
Ridgepath Capital Management LLC 3.65% Add +60.7% 7,943 $4.6M
VestGen Investment Management 1.28% Reduce -2.6% 7,937 $4.6M
Paces Ferry Wealth Advisors, LLC 2.62% Add +4.9% 7,902 $4.6M
Ellis Investment Partners, LLC 0.89% Reduce -5.0% 7,896 $4.6M
Journey Advisory Group, LLC 0.54% No change 8,290 $4.5M
Aufman Associates Inc 2.91% Add +10.2% 7,855 $4.5M
VitalStone Financial, LLC 3.09% Add +0.4% 7,853 $4.5M
Dana Investment Advisors, Inc. 0.15% Add +2.3% 7,851 $4.5M
Magnus Financial Group LLC 0.46% Reduce -1.6% 7,842 $4.5M
Bluespring Wealth Management, LLC 0.45% Reduce -4.9% 7,834 $4.5M
Colonial River Investments, LLC 2.23% Add +0.5% 7,801 $4.5M
M3 Advisory Group, LLC 3.30% Add +6.3% 7,791 $4.5M
Everpar Advisors LLC 2.32% Add +19.4% 7,787 $4.5M
Lincoln Capital Corp. 1.83% Reduce -1.9% 7,760 $4.5M
Auxano Advisors, LLC 1.15% Add +0.0% 7,724 $4.5M
Weaver Consulting Group 1.41% Reduce -0.9% 7,703 $4.4M
Intelligence Driven Advisers, LLC 0.64% Reduce -0.1% 7,702 $4.4M
Dentgroup LLC 3.32% Reduce -1.1% 7,699 $4.4M
Sage Capital Advisors,llc 1.15% Add +4.7% 7,671 $4.4M
Old Mission Investment Co LLC 1.36% Reduce -1.8% 7,661 $4.4M
Nemes Rush Group LLC 0.64% Add +17.7% 8,404 $4.4M
MRP Capital Investments, LLC 4.20% Reduce -11.8% 7,647 $4.4M
Triumph Capital Management 1.57% Reduce -0.9% 7,638 $4.4M
HUB Investment Partners, LLC 0.19% Reduce -69.0% 7,620 $4.4M
Cassaday & Co Wealth Management LLC 0.12% Add +0.3% 7,596 $4.4M
Zega Financial, LLC 1.44% Reduce -1.4% 7,589 $4.4M
Northeast Investment Management 0.20% No change 7,585 $4.4M
QRG Capital Management, Inc. 0.05% Add +4.4% 7,569 $4.4M
Russell Investments Group, Ltd. 0.01% Add +110.9% 7,557 $4.4M
Ruggaard & Associates LLC 1.90% Add +1.5% 7,554 $4.4M
Stegner Investment Associates Inc. 2.96% Reduce -3.4% 7,549 $4.4M
Hollow Brook Wealth Management LLC 1.29% No change 7,548 $4.4M
AA Financial Advisors, LLC 1.26% Add +3.2% 7,543 $4.4M
Schorn Wealth LLC 1.48% Add +4.3% 7,540 $4.3M
World Equity Group, Inc. 1.56% Reduce -5.2% 7,485 $4.3M
All Season Financial Advisors, Inc. 3.67% Reduce -6.8% 7,470 $4.3M
Pinion Investment Advisors, LLC 1.79% Add +181.0% 7,412 $4.3M
New England Private Wealth Advisors LLC 0.69% Add +0.1% 7,408 $4.3M
Portside Wealth Group, LLC 0.73% Reduce -1.8% 7,401 $4.3M
Elevated Capital Advisors, LLC 1.13% Reduce -17.1% 7,390 $4.3M
Rockwood Wealth Management, LLC 0.47% Reduce -9.4% 7,362 $4.2M
HM Payson & Co. 0.07% Add +2.1% 7,359 $4.2M
Insigneo Advisory Services, LLC 0.43% Add +31.8% 7,350 $4.2M
Northwest Investment Counselors, LLC 0.96% Add +1.3% 7,347 $4.2M
Gitterman Wealth Management, LLC 1.77% Add +1.8% 7,344 $4.2M
Geller Advisors LLC 0.29% Add +0.0% 7,338 $4.2M
Glassman Wealth Services 0.72% Reduce -2.6% 7,333 $4.2M
Intelligent Financial Strategies 2.33% Reduce -1.3% 7,333 $4.2M
Sei Investments Co. 0.01% Add +13.2% 7,317 $4.2M
Enterprise Bank & Trust Co 1.36% Add +4.5% 7,301 $4.2M
Edgemoor Investment Advisors, Inc. 0.37% Add +6.0% 7,301 $4.2M
WR Wealth Planners, LLC 1.17% Add +1.9% 7,289 $4.2M
Plum Street Advisors, LLC 2.13% Add +0.6% 7,288 $4.2M
Accelerate Investment Advisors LLC 4.10% — 7,283 $4.2M
Aaron Wealth Advisors LLC 0.50% Add +1.8% 7,282 $4.2M
Jackson, Grant Investment Advisers, Inc. 1.57% Reduce -0.6% 7,275 $4.2M
Madison Asset Management, LLC 0.05% Reduce -2.0% 7,255 $4.2M
BlueSky Wealth Advisors, LLC 0.65% Reduce -5.3% 7,237 $4.2M
Stone Summit Wealth LLC 1.34% Add +15.7% 7,218 $4.2M
Marietta Wealth Management, LLC 0.60% Reduce -0.6% 7,203 $4.2M
Gemmer Asset Management LLC 0.41% Reduce -2.6% 7,188 $4.1M
Sprinkle Financial Consultants LLC 2.97% Add +1.2% 7,186 $4.1M
Alterna Wealth Management, Inc. 3.72% Reduce -25.1% 7,185 $4.1M
Arlington Trust Co LLC 0.90% Add +15.6% 7,170 $4.1M
Stage Harbor Financial, LLC 3.76% Add +613.1% 7,095 $4.1M
Israel Discount Bank of New York 6.13% Reduce -24.1% 7,148 $4.1M
Merkkuri Wealth Advisors LLC 3.25% Reduce -17.0% 7,133 $4.1M
Lansing Street Advisors 1.51% Add +1.7% 7,101 $4.1M
Parkside Financial Bank & Trust 0.57% Reduce -5.0% 7,095 $4.1M
Personal Cfo Solutions, LLC 0.57% Add +0.5% 7,091 $4.1M
Rinkey Investments 1.32% Reduce -0.7% 7,085 $4.1M
RHS Financial, LLC 2.05% Reduce -0.5% 7,074 $4.1M
Foresight Capital Management Advisors, Inc. 2.42% Add +4.2% 7,062 $4.1M
Efficient Advisors, LLC 0.26% Reduce -8.4% 7,051 $4.1M
Forte Capital LLC 0.46% Reduce -12.8% 7,042 $4.1M
JTC Employer Solutions Trustee Ltd 0.26% Reduce -88.2% 7,026 $4.1M
Cornell Pochily Investment Advisors, Inc. 1.40% Add +1.7% 6,991 $4.0M
MIdWestOne Financial Group, Inc. 0.56% Add +0.6% 6,989 $4.0M
Oakwell Private Wealth Management, LLC 1.16% No change 6,979 $4.0M
CIC Wealth, LLC 1.04% Add +0.2% 6,960 $4.0M
Ascentis Independent Advisors 0.63% Add +22.9% 6,956 $4.0M
Beverly Hills Private Wealth, LLC 0.82% Reduce -6.4% 6,954 $4.0M
Uptick Partners, LLC 1.70% Add +19.9% 6,949 $4.0M
CoreFirst Bank & Trust 2.31% Add +0.1% 6,936 $4.0M
St. Johns Investment Management Company, LLC 1.87% Reduce -11.5% 6,918 $4.0M
Tudor Financial Inc. 2.46% — 6,911 $4.0M
Traynor Capital Management, Inc. 0.32% Reduce -3.9% 6,878 $4.0M
Newport Capital Group, LLC 2.92% Add +16.3% 6,874 $4.0M
Hohimer Wealth Management, LLC 0.85% Add +16.1% 6,866 $4.0M
Carret Asset Management, LLC 0.43% Add +3.0% 6,864 $4.0M
Strid Group, LLC 0.60% No change 6,850 $4.0M
Atlas Brown,Inc. 1.37% Add +11.2% 6,842 $3.9M
Cim, LLC 0.57% Reduce -0.1% 6,820 $3.9M
Premier Path Wealth Partners, LLC 0.62% Reduce -4.3% 6,810 $3.9M
Carmichael Hill & Associates, Inc. 1.45% Add +21.8% 6,804 $3.9M
Insight Advisors, LLC/ PA 0.68% Add +0.1% 6,747 $3.9M
Richard W. Paul & Associates, LLC 1.40% Add +0.1% 6,742 $3.9M
Zacks Investment Management 0.03% Add +43.3% 6,712 $3.9M
Facet Wealth, Inc. 0.11% Add +8.7% 6,748 $3.9M
Macroview Investment Management LLC 3.77% Add +2.9% 6,679 $3.9M
Davidson Trust Co. 1.97% Add +6.5% 6,663 $3.8M
WestHill Financial Advisors, Inc. 0.86% Reduce -0.7% 6,652 $3.8M
Sonata Capital Group Inc. 1.62% Add +0.8% 6,634 $3.8M
Tufton Capital Management 0.72% Add +21.2% 6,626 $3.8M
Harvey Capital Management Inc. 0.96% Reduce -0.1% 6,624 $3.8M
Straight Path Wealth Management 1.64% Add +0.1% 6,608 $3.8M
Renaissance Technologies 0.01% New 6,600 $3.8M
Birmingham Capital Management Co. Inc. 1.38% Reduce -2.4% 6,593 $3.8M
Vident Advisory, LLC 0.10% Add +15.9% 6,586 $3.8M
Romano Brothers and Company 0.47% Add +3.4% 6,581 $3.8M
Triune Financial Partners, LLC 1.19% Reduce -0.1% 6,570 $3.8M
Chilton Capital Management LLC 0.16% Add +28.3% 6,566 $3.8M
First United Bank & Trust 1.36% Reduce -0.4% 6,559 $3.8M
Clarkston Capital Partners, LLC 0.07% No change 6,555 $3.8M
Absolute Capital Management, LLC 2.25% Reduce -12.8% 6,554 $3.8M
Sepio Capital, LP 0.29% Add +90.5% 6,553 $3.8M
Cassady Schiller Wealth Management, LLC 1.38% No change 6,534 $3.8M
Trust Co of the South 0.80% No change 6,528 $3.8M
First Bancorp, Inc 2.61% Reduce -0.3% 6,514 $3.8M
Vontobel Holding Ltd. 0.01% Reduce -0.1% 6,514 $3.8M
Financial Gravity Companies, Inc. 1.00% — 6,501 $3.7M
WESPAC Advisors, LLC 2.77% Reduce -2.2% 6,490 $3.7M
Arista Wealth Management, LLC 0.90% Add +0.0% 6,479 $3.7M
Leeward Financial Partners, LLC 1.41% Add +6.2% 6,471 $3.7M
Investors Research Corp 0.82% Reduce -2.3% 6,468 $3.7M
Asset Dedication, LLC 0.25% Add +2.2% 6,466 $3.7M
Oldfather Financial Services, LLC 1.43% Reduce -0.4% 6,462 $3.7M
Smithbridge Asset Management Inc. 0.64% Reduce -4.8% 6,460 $3.7M
First County Bank 1.84% Reduce -17.2% 6,455 $3.7M
Hill Island Financial LLC 1.12% Add +0.7% 6,417 $3.7M
Gallagher Fiduciary Advisors, LLC 0.75% Add +69.8% 6,404 $3.7M
Security Benefit Life Insurance Co. 1.89% Reduce -25.6% 6,400 $3.7M
Condor Capital Management 0.33% Add +1.6% 6,366 $3.7M
Lion Street Advisors, LLC 1.28% Reduce -0.6% 6,357 $3.7M
Lyell Wealth Management, LP 0.33% Reduce -0.2% 6,352 $3.7M
Clifford Swan Investment Counsel LLC 0.13% Add +0.9% 6,351 $3.7M
Bison Wealth, LLC 0.58% Add +345.6% 6,288 $3.6M
First Trust Direct Indexing L.P. 0.19% Add +21.1% 6,274 $3.6M
Hemington Wealth Management 0.97% Add +11.7% 6,315 $3.6M
Fullcircle Wealth LLC 1.60% Reduce -13.6% 6,127 $3.6M
Independent Advisor Alliance 0.13% Reduce -5.3% 6,190 $3.6M
Mason & Associates, LLC 1.09% Reduce -0.3% 6,188 $3.6M
Pension & Wealth Management Advisors, Inc. 1.83% Reduce -1.0% 6,182 $3.6M
Empowered Funds, LLC 0.06% Reduce -10.8% 6,110 $3.5M
Financial Perspectives, Inc 1.21% Add +0.2% 6,076 $3.5M
Valley Wealth Managers, Inc. 0.26% Reduce -2.0% 6,058 $3.5M
McIlrath & Eck, LLC 0.45% Add +4.2% 6,048 $3.5M
Paladin Advisory Group, LLC 2.57% Add +5.6% 6,046 $3.5M
First Financial Bankshares Inc 0.07% Reduce -5.0% 6,039 $3.5M
Full Sail Capital, LLC 0.22% Reduce -0.0% 6,015 $3.5M
Warner Financial, Inc. 1.53% Add +0.2% 5,999 $3.5M
Goodman Financial Corp 0.77% Reduce -1.4% 5,986 $3.5M
Investment Partners, LTD. 1.42% Add +0.1% 5,932 $3.4M
Sage Financial Group Inc. 0.28% Reduce -1.2% 5,923 $3.4M
Legacy Financial Advisors, Inc. 0.57% Reduce -3.9% 5,921 $3.4M
Prudent Man Advisors, LLC 1.13% No change 5,873 $3.4M
First Business Financial Services, Inc. 0.34% No change 5,873 $3.4M
Banque Cantonale Vaudoise 0.14% Reduce -15.4% 5,867 $3.4M
WNY Asset Management, LLC 0.40% Reduce -0.7% 5,868 $3.4M
Aspire Private Capital, LLC 0.81% Add +1.2% 5,866 $3.4M
UNIVEST FINANCIAL Corp 0.22% Add +905.3% 5,861 $3.4M
Colony Family Offices, LLC 1.05% Add +35.3% 5,847 $3.4M
Rathbones Group PLC 0.02% Reduce -0.9% 5,803 $3.3M
Redwood Wealth Management Group, LLC 1.65% Reduce -2.6% 5,776 $3.3M
Fisher Asset Management 0.00% Reduce -4.6% 5,769 $3.3M
Concentric Wealth Management, LLC 0.81% Reduce -0.4% 5,728 $3.3M
Aspen Investment Management Inc 1.54% Reduce -0.2% 5,727 $3.3M
Schneider Downs Wealth Management Advisors, LP 0.68% Add +4.3% 5,722 $3.3M
Evanson Asset Management, LLC 0.23% Add +7.5% 5,715 $3.3M
Tranquility Partners, LLC 1.19% Reduce -1.0% 5,704 $3.3M
Total Clarity Wealth Management, Inc. 1.06% Reduce -8.8% 5,700 $3.3M
Black Diamond Financial, LLC 0.56% Add +0.6% 5,700 $3.3M
Beacon Financial Advisory LLC 1.12% Reduce -4.9% 5,688 $3.3M
Koesten, Hirschmann & Crabtree, INC. 1.91% Reduce -9.8% 5,670 $3.3M
Harbour Capital Advisors, LLC 0.75% Reduce -0.1% 5,610 $3.3M
Centric Wealth Management 0.86% Add +5.0% 5,473 $3.3M
Topel & Distasi Wealth Management, LLC 1.35% No change 5,630 $3.2M
Mattern Wealth Management LLC 0.71% Reduce -10.4% 5,629 $3.2M
Peninsula Wealth, LLC 0.57% Add +18.7% 5,539 $3.2M
Thrive Wealth Management, LLC 0.59% Reduce -6.9% 5,617 $3.2M
Valley National Advisers Inc. 0.58% Reduce -32.9% 5,614 $3.2M
Frank, Rimerman Advisors LLC 0.23% No change 5,609 $3.2M
West Paces Advisors Inc. 0.79% Reduce -0.7% 5,607 $3.2M
Arcadia Investment Advisors LLC 1.73% Reduce -0.1% 5,599 $3.2M
Private Portfolio Partners LLC 0.60% New 5,590 $3.2M
SilverOak Wealth Management LLC 0.72% Reduce -0.5% 5,590 $3.2M
First Western Trust Bank 0.14% Add +0.1% 5,589 $3.2M
Resurgent Financial Advisors LLC 1.88% Add +1.0% 5,558 $3.2M
Sound View Wealth Advisors Group, LLC 0.26% Add +63.1% 5,556 $3.2M
Oakworth Capital, Inc. 0.22% Reduce -3.2% 5,535 $3.2M
Woodley Farra Manion Portfolio Management Inc. 0.16% Reduce -5.6% 5,527 $3.2M
Schnieders Capital Management LLC 0.61% No change 5,507 $3.2M
Austin Private Wealth, LLC 0.31% Add +21.0% 5,505 $3.2M
New Republic Capital, LLC 1.81% Reduce -35.5% 5,467 $3.2M
Global Financial Private Client, LLC 1.22% Add +6.0% 5,445 $3.1M
Intrua Financial, LLC 0.51% Reduce -1.7% 5,414 $3.1M
CWS Financial Advisors, LLC 1.11% Add +0.0% 5,409 $3.1M
Ipswich Investment Management Co., Inc. 0.72% Add +3.9% 5,395 $3.1M
Prostatis Group LLC 1.02% Reduce -7.8% 5,390 $3.1M
Spirepoint Private Client, LLC 0.41% Add +1.4% 5,388 $3.1M
Worth Financial Advisory Group, LLC 1.82% Reduce -0.1% 5,371 $3.1M
Procyon Advisors, LLC 0.21% Add +0.1% 5,362 $3.1M
Howard Wealth Management, LLC 1.80% Add +4.7% 5,362 $3.1M
Northwest Capital Management Inc 1.11% Reduce -0.1% 5,354 $3.1M
Two West Capital Advisors LLC 2.49% Reduce -5.6% 5,335 $3.1M
LaSalle St. Investment Advisors, LLC 1.21% Add +42.8% 5,329 $3.1M
First National Corp. /Ma/ 0.68% Add +1.5% 5,316 $3.1M
Savvy Advisors, Inc. 0.62% Reduce -62.7% 5,299 $3.1M
Biltmore Family Office, LLC 0.52% No change 5,281 $3.0M
Curbstone Financial Management Corp 0.65% Add +1.9% 5,262 $3.0M
Segment Wealth Management, LLC 0.21% Add +0.1% 5,260 $3.0M
Liberty Capital Management, Inc. 0.67% No change 5,246 $3.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 5,245 $3.0M
Pettyjohn, Wood & White, Inc. 0.56% Reduce -2.4% 5,236 $3.0M
PGIM Custom Harvest LLC 0.06% Add +12.2% 5,228 $3.0M
Global Strategic Investment Solutions, LLC 0.35% Add +2.9% 5,224 $3.0M
Rockland Trust Co. 0.15% Reduce -13.7% 5,221 $3.0M
Mogy Joel R Investment Counsel Inc. 0.18% Reduce -2.1% 5,209 $3.0M
Arbor Trust Wealth Advisors, LLC 1.58% No change 5,486 $3.0M
United Capital Management of KS, Inc. 0.65% Reduce -8.4% 5,195 $3.0M
Summit Financial Wealth Advisors, LLC 0.56% Add +1.6% 5,193 $3.0M
Canandaigua National Bank & Trust Co. 0.29% New 5,191 $3.0M
Walled Lake Planning & Wealth Management, LLC 1.12% Add +2.7% 5,161 $3.0M
Corrigan Financial, Inc. 0.68% Reduce -10.0% 5,161 $3.0M
Everhart Financial Group, Inc. 0.66% Add +63.5% 5,159 $3.0M
Axiom Advisory, LLC 0.03% Add +1.4% 5,313 $3.0M
MBA Advisors LLC 1.42% Reduce -0.2% 5,115 $3.0M
Appleton Partners Inc. 0.22% Reduce -3.4% 5,110 $2.9M
Castle Wealth Management LLC 1.18% No change 5,109 $2.9M
Cidel Asset Management Inc. 0.21% New 5,096 $2.9M
WealthPlan Investment Management, LLC 0.30% Add +234.8% 5,086 $2.9M
FF Advisors,LLC 1.91% Add +3.9% 4,996 $2.9M
Alaethes Wealth, LLC 1.08% Add +167.5% 5,080 $2.9M
Laurel Wealth Planning LLC 1.91% Reduce -1.5% 5,079 $2.9M
Wealthcare Capital Management LLC 0.29% Reduce -16.9% 5,061 $2.9M
Wallace Advisory Group, LLC 2.13% Reduce -1.4% 5,327 $2.9M
Cahill Financial Advisors Inc. 0.40% Reduce -6.5% 5,048 $2.9M
TFO Wealth Partners, LLC 0.54% Reduce -6.6% 5,023 $2.9M
Caldwell Sutter Capital, Inc. 1.35% Reduce -0.9% 5,009 $2.9M
Melfa Wealth Management, Inc. 1.90% Reduce -0.9% 4,997 $2.9M
Paulson Wealth Management Inc. 0.77% Add +1.6% 4,986 $2.9M
Freedom Investment Management, Inc. 0.23% Add +51.0% 4,965 $2.9M
Triton Financial Group Inc 1.83% Reduce -1.1% 4,964 $2.9M
Arcadia Investment Management Corp. 0.47% Reduce -0.2% 4,964 $2.9M
MB Generational Wealth, LLC 2.06% No change 4,952 $2.9M
Fortis Group Advisors, LLC 0.53% Add +2.0% 4,950 $2.9M
Fortis Capital Management LLC 0.57% Reduce -1.1% 4,938 $2.8M
Rothschild & Co Wealth Management UK Ltd 0.05% No change 4,929 $2.8M
Forefront Analytics, LLC 1.34% Add +1.3% 4,909 $2.8M
Van Strum & Towne Inc. 0.98% Reduce -4.2% 4,906 $2.8M
Mairs & Power Inc. 0.03% Reduce -15.3% 4,881 $2.8M
Cowa, LLC 1.33% Add +4.5% 4,858 $2.8M
Clarity Capital Advisors, LLC 2.01% Reduce -0.6% 4,857 $2.8M
Kavar Capital Partners Group, LLC 0.44% Add +0.4% 4,851 $2.8M
One Wealth Management Investment & Advisory Services, LLC 4.91% Reduce -89.6% 4,850 $2.8M
Napatree Capital LLC 1.95% Add +1.4% 4,849 $2.8M
American Financial Advisors, LLC 0.38% Reduce -4.2% 4,847 $2.8M
Gratus Wealth Advisors, LLC 0.46% Add +0.3% 4,900 $2.8M
Sonora Investment Management Group, LLC 0.21% Add +6.6% 4,846 $2.8M
Monograph Wealth Advisors, LLC 0.36% Add +236.6% 4,837 $2.8M
Vanguard Personalized Indexing Management, LLC 0.04% Reduce -0.9% 4,835 $2.8M
Titleist Asset Management, LLC 0.40% Add +0.5% 4,821 $2.8M
Cullen/Frost Bankers, Inc. 0.04% Add +9.5% 4,820 $2.8M
Alerus Financial NA 0.20% Reduce -0.0% 4,816 $2.8M
Kohmann Bosshard Financial Services, LLC 0.34% No change 4,806 $2.8M
Trust Co of Tennessee 0.92% Add +3.5% 4,805 $2.8M
Davis R M Inc. 0.05% Reduce -3.6% 4,805 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.13% Add +9.5% 4,802 $2.8M
Mengis Capital Management, Inc. 0.55% Add +3.4% 4,779 $2.8M
Howard Financial Services, LTD. 0.40% Add +0.0% 4,778 $2.8M
Trivium Point Advisory, LLC 0.38% Add +142.5% 4,584 $2.8M
Gallacher Capital Management LLC 1.26% Add +0.1% 4,752 $2.7M
Keel Point, LLC 0.23% Add +4.6% 4,742 $2.7M
Goodwin Investment Advisory 1.18% No change 4,737 $2.7M
Darrow Company, Inc. 1.59% Reduce -0.9% 4,733 $2.7M
Arlington Financial Advisors, LLC 0.56% Add +1.7% 4,725 $2.7M
GAMMA Investing LLC 0.27% Add +3.8% 4,725 $2.7M
SRH Advisors, LLC 0.82% No change 4,677 $2.7M
Meyer Handelman Co. 0.09% No change 4,670 $2.7M
Ackerman Capital Advisors, LLC 0.70% Reduce -15.6% 4,667 $2.7M
Sage Rhino Capital LLC 0.60% Add +0.2% 4,665 $2.7M
REAP Financial Group, LLC 0.66% Reduce -5.5% 4,664 $2.7M
FSM Wealth Advisors, LLC 0.71% Add +5.1% 4,662 $2.7M
Tolleson Wealth Management, Inc. 0.51% No change 4,656 $2.7M
MBM Wealth Consultants, LLC 0.84% Reduce -0.1% 4,644 $2.7M
Qube Research & Technologies Ltd 0.00% Reduce -64.6% 4,642 $2.7M
Smith Thornton Advisors LLC 1.75% Add +1.2% 4,617 $2.7M
GC Wealth Management RIA, LLC 0.46% Add +1.1% 4,614 $2.7M
Turtle Creek Wealth Advisors, LLC 0.53% Add +0.3% 4,607 $2.7M
Plancorp, LLC 0.11% Add +2.4% 4,606 $2.7M
Pineridge Advisors LLC 1.00% Reduce -9.3% 4,588 $2.6M
Centennial Bank 1.21% Reduce -2.5% 4,582 $2.6M
Glass Jacobson Investment Advisors llc 0.87% Add +49.3% 4,572 $2.6M
Kathleen S. Wright Associates Inc. 1.09% Reduce -1.3% 4,569 $2.6M
Obermeyer Wealth Partners 0.14% Add +1.6% 4,559 $2.6M
Discipline Wealth Solutions, LLC 1.39% Add +1089.3% 4,555 $2.6M
Courage Miller Partners, LLC 0.88% Reduce -3.7% 4,552 $2.6M
PSI Advisors, LLC 0.77% Reduce -8.0% 4,545 $2.6M
Foster Dykema Cabot & Partners, LLC 0.22% Add +72.0% 4,538 $2.6M
Hobart Private Capital, LLC 0.67% Reduce -0.5% 4,537 $2.6M
Alta Wealth Advisors LLC 1.20% Add +14.6% 4,536 $2.6M
Mesirow Institutional Investment Management, Inc. 0.20% Add +0.4% 4,534 $2.6M
Financial Consulate, Inc. 0.69% Reduce -1.9% 4,530 $2.6M
Lane & Associates LLC 1.42% Reduce -1.9% 4,516 $2.6M
Avantax Planning Partners, Inc. 0.09% Reduce -2.1% 4,510 $2.6M
GHP Investment Advisors, Inc. 0.12% Add +0.3% 4,465 $2.6M
Hilltop Holdings Inc. 0.17% Add +7.6% 4,457 $2.6M
Lazari Capital Management, Inc. 1.10% Reduce -14.9% 4,449 $2.6M
Bridge Advisory, LLC 1.22% Reduce -2.4% 4,446 $2.6M
Centaurus Financial, Inc. 0.16% Reduce -64.6% 4,424 $2.6M
Wealth Effects LLC 0.89% No change 4,419 $2.5M
Florida Trust Wealth Management Co 0.08% No change 4,417 $2.5M
Beck Mack & Oliver LLC 0.05% No change 4,407 $2.5M
Texas Yale Capital Corp. 0.11% Add +113.0% 4,391 $2.5M
AlphaStar Capital Management, LLC 0.20% Reduce -4.7% 4,387 $2.5M
Private Capital Management, LLC 0.28% Add +13.9% 4,382 $2.5M
Oxinas Partners, LLC 1.54% Reduce -0.0% 4,371 $2.5M
Breed's Hill Capital LLC 2.06% No change 4,360 $2.5M
StoneCrest Wealth Management, Inc. 1.82% Reduce -5.2% 4,338 $2.5M
Virtue Capital Management, LLC 0.50% Add +0.1% 4,337 $2.5M
Islay Capital Management, LLC 1.69% Reduce -2.5% 4,337 $2.5M
Court Place Advisors, LLC 0.73% No change 4,337 $2.5M
SOA Wealth Advisors, LLC. 0.48% Reduce -6.4% 4,330 $2.5M
Strategic Equity Management 1.18% Add +6.3% 4,321 $2.5M
Sage Mountain Advisors LLC 0.21% Reduce -0.5% 4,317 $2.5M
CapWealth Advisors, LLC 0.27% No change 4,313 $2.5M
First PREMIER Bank 0.62% Add +28.7% 4,305 $2.5M
Laurel Wealth Advisors LLC 0.40% Reduce -2.6% 4,291 $2.5M
Aprio Wealth Management, LLC 0.40% Reduce -9.2% 4,286 $2.5M
Knightsbridge Asset Management, LLC 0.56% No change 4,277 $2.5M
Silvia McColl Wealth Management, LLC 1.85% No change 4,275 $2.5M
United Advisor Group, LLC 0.56% Add +154.8% 4,262 $2.5M
Resources Management Corp. /CT/ 0.33% Reduce -3.9% 4,244 $2.4M
Almanack Investment Partners, LLC. 0.38% Reduce -6.0% 4,217 $2.4M
Truvestments Capital LLC 0.65% Add +26.0% 4,215 $2.4M
Mainstream Capital Management LLC 2.06% — 4,211 $2.4M
Panoramic Investment Advisors, LLC 1.67% — 4,183 $2.4M
Talon Private Wealth, LLC 0.51% — 4,180 $2.4M
Family Manage LLC 0.40% Add +0.1% 4,178 $2.4M
Firestone Capital Management 0.60% Add +6.1% 4,176 $2.4M
Barnes Pettey Financial Advisors, LLC 1.92% Add +3.2% 4,171 $2.4M
Montgomery Investment Management Inc. 0.87% Add +0.2% 4,167 $2.4M
Vigilare Wealth Management 0.96% Reduce -6.5% 4,122 $2.4M
Patten & Patten Inc. 0.16% Add +7.0% 4,119 $2.4M
Ceera Investments, LLC 0.89% Add +20.1% 4,116 $2.4M
Continental Investors Services, Inc. 4.87% Reduce -5.5% 4,150 $2.4M
Moneywise, Inc. 1.17% Add +11.0% 4,108 $2.4M
Opus Capital Group, LLC 0.30% Add +0.1% 4,108 $2.4M
GUNN & Co INVESTMENT MANAGEMENT, INC. 1.63% Reduce -95.2% 4,104 $2.4M
Ironsides Asset Advisors, LLC 0.69% No change 4,100 $2.4M
First Manhattan Co. Llc. 0.01% Add +1.1% 4,096 $2.4M
Roman Butler Fullerton & Co. 0.71% Add +3.3% 4,054 $2.4M
Sanders Morris Harris LLC 0.39% Reduce -1.0% 4,091 $2.4M
Realta Investment Advisors 1.08% Reduce -16.9% 4,005 $2.4M
Alpha Financial Partners LLC 1.67% Reduce -93.7% 4,054 $2.3M
Ehrlich Financial Group 1.67% Add +21.9% 4,054 $2.3M
Baker Tilly Wealth Management, LLC 1.03% Reduce -56.1% 4,048 $2.3M
Creative Financial Designs Inc. 0.20% Reduce -3.3% 4,046 $2.3M
Institute for Wealth Management, LLC. 0.29% Reduce -1.2% 4,032 $2.3M
Waypoint Capital Advisors, LLC 0.49% No change 4,005 $2.3M
ORBA Wealth Advisors, L.L.C. 1.16% Reduce -0.5% 3,986 $2.3M
Magnolia Capital Advisors LLC 1.15% Reduce -1.5% 3,979 $2.3M
Napa Wealth Management 1.09% Reduce -0.1% 3,977 $2.3M
Moneco Advisors, LLC 0.29% Add +0.8% 3,975 $2.3M
Key Financial Inc 0.51% Reduce -0.5% 3,974 $2.3M
InTrack Investment Management Inc 1.62% Add +21.4% 3,967 $2.3M
Gilliland Jeter Wealth Management LLC 0.74% Add +8.1% 3,966 $2.3M
Allie Family Office LLC 1.23% Reduce -13.0% 3,901 $2.3M
Alpha Cubed Investments, LLC 0.10% Reduce -10.6% 3,956 $2.3M
Renasant Bank 1.50% Reduce -22.5% 3,950 $2.3M
Edmond DE Rothschild Holding S.A. 0.04% Add +49.6% 3,950 $2.3M
Cobblestone Capital Advisors LLC 0.13% Reduce -13.0% 3,943 $2.3M
Tru Independence Asset Management 2, LLC 1.92% — 3,941 $2.3M
KFG Wealth Management, LLC 0.49% Add +18.2% 3,932 $2.3M
Clearwater Capital Advisors, LLC 0.22% Reduce -1.0% 3,931 $2.3M
Y.D. More Investments Ltd 0.24% Add +6.2% 3,930 $2.3M
Murphy, Middleton, Hinkle & Parker, Inc. 1.22% Reduce -1.1% 3,924 $2.3M
Operose Advisors LLC 0.73% Add +0.0% 3,923 $2.3M
LTG Capital LLC 1.88% Add +0.8% 3,916 $2.3M
Headinvest, LLC 0.42% Reduce -7.7% 3,915 $2.3M
Sterling Wealth Management, Inc. 0.84% Reduce -22.2% 3,905 $2.3M
TD Asset Management Inc 0.00% Add +1.3% 3,923 $2.3M
Aspire Capital Advisors LLC 0.67% Reduce -6.2% 3,900 $2.2M
SP Asset Management LLC 0.19% Add +5.4% 3,893 $2.2M
W.H. Cornerstone Investments Inc. 1.52% Add +0.4% 3,893 $2.2M
ARS Investment Partners, LLC 0.20% Reduce -4.0% 3,875 $2.2M
Encompass Wealth Advisors, LLC 0.56% Reduce -0.4% 3,871 $2.2M
Howland Capital Management LLC 0.10% Add +2.8% 3,868 $2.2M
NorthCrest Asset Manangement, LLC 0.07% Reduce -58.9% 3,866 $2.2M
Seven Post Investment Office LP 0.34% No change 3,860 $2.2M
Collective Family Office LLC 0.60% Reduce -7.2% 3,857 $2.2M
SK Wealth Management, LLC 1.14% — 3,723 $2.2M
Founders Financial Alliance, LLC 0.62% Add +1.6% 3,856 $2.2M
Angeles Wealth Management, LLC 0.19% Reduce -1.8% 3,853 $2.2M
Denver PWM, LLC 0.84% Reduce -2.5% 3,848 $2.2M
Blodgett Wealth Advisors, LLC 1.87% Add +3.6% 3,848 $2.2M
CWA Asset Management Group, LLC 0.12% — 3,842 $2.2M
Cohen Capital Management, Inc. 0.36% Add +1.6% 3,841 $2.2M
Darwin Wealth Management, LLC 0.61% New 3,837 $2.2M
Woodmont Investment Counsel LLC 0.17% Reduce -0.1% 3,832 $2.2M
Essex LLC 0.45% Reduce -3.6% 3,831 $2.2M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -16.1% 3,827 $2.2M
Mayfair Advisory Group, LLC 1.39% Add +5.5% 3,832 $2.2M
LGT Financial Advisors LLC 5.43% Reduce -3.1% 3,809 $2.2M
Old Second National Bank of Aurora 0.53% No change 3,810 $2.2M
Lincoln Capital LLC 0.46% Reduce -13.1% 3,801 $2.2M
Cadence Bank 0.15% New 3,796 $2.2M
Strategic Investment Solutions, Inc. 0.66% Add +0.1% 3,746 $2.2M
Peoples Financial Services Corp. 0.98% Reduce -24.4% 3,764 $2.2M
CNB Bank 1.00% Reduce -3.1% 3,762 $2.2M
Intrust Bank NA 0.22% Reduce -0.3% 3,754 $2.2M
Accurate Wealth Management, LLC 0.43% Add +200.6% 3,694 $2.2M
Naviter Wealth, LLC 0.30% No change 3,729 $2.2M
Sunflower Bank, N.A. 0.59% No change 3,719 $2.1M
Capital Investment Counsel, LLC 0.37% Reduce -30.6% 3,718 $2.1M
Weatherly Asset Management L. P. 0.19% Add +3.1% 3,701 $2.1M
Jentner Corp 0.65% Add +93.8% 3,690 $2.1M
ERn Financial, LLC 0.32% Add +5.3% 3,689 $2.1M
Exchange Capital Management, Inc. 0.34% Reduce -16.0% 3,689 $2.1M
DBK Financial Counsel, LLC 2.15% Reduce -6.3% 3,688 $2.1M
Counterweight Ventures, LLC 1.50% Add +13.6% 3,686 $2.1M
Versant Capital Management, Inc 0.48% Reduce -1.4% 3,679 $2.1M
tru Independence LLC 0.62% Add +2.4% 3,663 $2.1M
NTV Asset Management LLC 0.28% Reduce -8.3% 3,652 $2.1M
Weik Capital Management 0.85% Reduce -0.8% 3,650 $2.1M
Wedgewood Investors Inc. 2.30% Reduce -0.1% 3,646 $2.1M
Donor Advised Charitable Giving, Inc. 0.05% Reduce -2.3% 3,633 $2.1M
Beacon Capital Management, LLC 0.30% Reduce -4.3% 3,630 $2.1M
Cerro Pacific Wealth Advisors LLC 0.79% No change 3,826 $2.1M
Bank Ozk 0.86% Add +23.3% 3,629 $2.1M
Warren Street Wealth Advisors, LLC 0.86% Reduce -6.0% 3,587 $2.1M
Kaydan Wealth Management, Inc. 0.61% Add +11.6% 3,579 $2.1M
Central Bank & Trust Co. 0.28% Reduce -0.3% 3,576 $2.1M
SeaCrest Wealth Management, LLC 0.22% Add +5.5% 3,575 $2.1M
Strategic Financial Concepts, LLC 0.66% Reduce -99.8% 3,574 $2.1M
Sentinel Pension Advisors, LLC 0.39% Add +0.4% 3,551 $2.0M
Builder Investment Group Inc. 0.55% Reduce -4.3% 3,538 $2.0M
Beck Capital Management, LLC 0.54% Add +8.1% 3,535 $2.0M
GW Henssler & Associates Ltd. 0.12% Add +18.6% 3,529 $2.0M
Tradewinds, LLC. 0.63% Add +0.2% 3,526 $2.0M
Indiana Trust & Investment Management Co 0.69% Add +0.5% 3,524 $2.0M
Farmers Trust Co. 0.38% Reduce -1.1% 3,516 $2.0M
Teramo Advisors, LLC 0.91% No change 3,500 $2.0M
Lazard Freres Gestion S.A.S. 0.04% No change 3,500 $2.0M
Maple Capital Management, Inc. 0.15% Reduce -3.1% 3,492 $2.0M
HBW Advisory Services LLC 0.29% Add +589.5% 3,489 $2.0M
Grandfield & Dodd, LLC 0.12% Add +30.5% 3,489 $2.0M
Werba Rubin Papier Wealth Management 0.47% Add +42.9% 3,481 $2.0M
Palisade Capital Management, LP 0.06% Add +2.2% 3,466 $2.0M
Peak Financial Management, Inc. 0.59% Reduce -8.0% 3,454 $2.0M
Painted Porch Advisors LLC 1.01% Reduce -0.9% 3,452 $2.0M
James Investment Research, Inc. 0.23% Reduce -9.4% 3,423 $2.0M
HRT Financial LP 0.01% New 3,414 $2.0M
Granite FO LLC 1.11% No change 3,413 $2.0M
Octavia Wealth Advisors, LLC 0.24% Add +5.7% 3,407 $2.0M
Executive Wealth Management, LLC 0.15% New 3,404 $2.0M
Greenwich Wealth Management LLC 0.13% Reduce -4.0% 3,401 $2.0M
Tompkins Financial Corp. 0.19% Reduce -8.3% 3,398 $2.0M
North Star Asset Management Inc. 0.09% Add +9.8% 3,398 $2.0M
Inspire Advisors, LLC 0.24% Add +2.4% 3,395 $2.0M
Platte River Wealth Advisors, LLC 0.52% No change 3,386 $2.0M
Horan Capital Advisors, LLC. 0.64% Add +15.9% 3,354 $1.9M
My Personal CFO, LLC 1.06% Add +4.9% 3,354 $1.9M
Formidable Asset Management, LLC 0.31% Reduce -5.0% 3,343 $1.9M
Theory Financial LLC 0.85% Add +10.5% 3,365 $1.9M
Rockbridge Investment Management, LCC 0.25% Add +3.1% 3,332 $1.9M
St Germain D J Co. Inc. 0.09% Add +1.3% 3,331 $1.9M
GW&K Investment Management, LLC 0.02% Add +8.0% 3,320 $1.9M
Client 1ST Advisory Group, LLC 0.76% Reduce -0.0% 3,314 $1.9M
Capital Advisors Inc. 0.04% Add +12.1% 3,310 $1.9M
F&V Capital Management, LLC 0.49% No change 3,304 $1.9M
BTG Pactual Asset Management US LLC 0.28% No change 4,201 $1.9M
Live Oak Private Wealth LLC 0.31% Reduce -1.3% 3,298 $1.9M
Zullo Investment Group, Inc. 0.79% Reduce -0.2% 3,296 $1.9M
Trust Co. of Toledo NA 0.26% No change 3,296 $1.9M
Regent Peak Wealth Advisors LLC 0.44% Add +0.4% 3,296 $1.9M
Sachetta, LLC 0.75% Reduce -1.7% 3,294 $1.9M
Empirical Asset Management, LLC 0.68% Reduce -0.9% 3,292 $1.9M
Lavaca Capital LLC 0.91% Add +152.7% 3,288 $1.9M
TCV Trust & Wealth Management, Inc. 0.17% Reduce -3.7% 3,288 $1.9M
Sandhill Capital Partners LLC 0.14% Reduce -1.0% 3,286 $1.9M
Francis Financial, Inc. 0.50% Reduce -17.9% 3,279 $1.9M
Arq Wealth Advisors, LLC 0.71% Reduce -0.6% 3,335 $1.9M
Disciplined Investments, LLC 0.93% Reduce -0.4% 3,275 $1.9M
1ST Source Bank 0.11% Reduce -6.0% 3,256 $1.9M
Matrix Asset Advisors Inc. 0.21% Add +53.1% 3,254 $1.9M
Inspirion Wealth Advisors, LLC 0.26% Add +0.5% 3,252 $1.9M
Allegheny Financial Group 0.46% Reduce -5.8% 3,243 $1.9M
SlateStone Wealth, LLC 0.17% Add +36.1% 3,241 $1.9M
Financial Network Wealth Advisors LLC 1.54% Add +2.3% 3,237 $1.9M
Independence Bank of Kentucky 0.40% Add +25.2% 3,237 $1.9M
Forza Wealth Management, LLC 0.85% Add +8.2% 3,236 $1.9M
Willow Creek Wealth Management Inc. 0.20% Reduce -11.6% 3,235 $1.9M
Iowa State Bank 0.38% Reduce -2.6% 3,232 $1.9M
Narus Financial Partners, LLC 0.67% Add +1.6% 3,230 $1.9M
Osborne Partners Capital Management, LLC 0.11% Add +34.0% 3,227 $1.9M
Burney Co./ 0.07% Add +0.6% 3,223 $1.9M
Raffa Wealth Management, LLC 0.45% Reduce -78.0% 3,218 $1.9M
Values Added Financial LLC 1.17% No change 3,209 $1.9M
Family Asset Management, LLC 1.11% Reduce -5.1% 3,206 $1.8M
Cannon Financial Strategists, Inc. 0.32% Reduce -0.9% 3,204 $1.8M
Aviance Capital Partners, LLC 0.24% Add +0.3% 3,198 $1.8M
Garden State Investment Advisory Services LLC 0.59% Reduce -9.9% 3,193 $1.8M
McRae Capital Management Inc. 0.36% Add +3.3% 3,191 $1.8M
Voisard Asset Management Group, Inc. 0.76% Add +66.3% 3,174 $1.8M
PBMares Wealth Management LLC 0.38% Reduce -9.1% 3,173 $1.8M
Goldstein Advisors, LLC 0.28% Reduce -5.3% 3,172 $1.8M
Moss Adams Wealth Advisors LLC 0.20% Add +1.0% 3,147 $1.8M
Traveka Wealth, LLC 0.92% Reduce -36.9% 3,144 $1.8M
Fingerlakes Wealth Management, Inc. 1.50% Reduce -1.4% 3,133 $1.8M
Atlantic Private Wealth, LLC 1.37% No change 3,127 $1.8M
Kelman-Lazarov, Inc. 0.31% Add +10.2% 3,121 $1.8M
FWL Investment Management, LLC 0.69% Add +421.4% 3,118 $1.8M
Saxon Interests, Inc. 0.82% Reduce -2.8% 3,114 $1.8M
Unionview, LLC 1.39% Reduce -1.3% 3,106 $1.8M
Forbes J M & Co. LLP 0.17% Add +2.6% 3,100 $1.8M
Berger Financial Group, Inc 0.13% Add +19.6% 3,086 $1.8M
Sugarloaf Wealth Management, LLC 0.30% Reduce -1.6% 3,068 $1.8M
Keb Asset Management, LLC 0.53% No change 3,062 $1.8M
Sweet Financial Partners, LLC 0.38% Add +0.3% 3,058 $1.8M
Blue Fin Capital, Inc. 0.33% Reduce -0.6% 3,048 $1.8M
Scott Capital Advisors, LLC 0.50% Add +0.4% 3,046 $1.8M
LM Advisors LLC 0.36% Reduce -22.7% 3,028 $1.7M
MKT Advisors LLC 0.82% No change 3,052 $1.7M
First Merchants Corp. 0.07% Add +1.5% 3,024 $1.7M
Brandywine Oak Private Wealth LLC 0.17% Add +4.7% 3,020 $1.7M
Arbor Wealth Advisors LLC 1.57% Add +0.4% 3,019 $1.7M
PCG Wealth Advisors, LLC 0.67% Add +1.0% 3,019 $1.7M
Guardian Asset Advisors, LLC 1.18% Reduce -25.2% 3,017 $1.7M
Sebold Capital Management, Inc. 1.14% No change 3,007 $1.7M
Howard Bailey Securities, LLC 0.66% — 3,002 $1.7M
Riverbridge Partners LLC 0.02% Reduce -75.0% 2,985 $1.7M
Clarity Wealth Advisors, LLC 0.50% Add +9.7% 2,978 $1.7M
Tradition Wealth Management, LLC 0.15% Add +13.6% 2,973 $1.7M
Vista Capital Partners, Inc. 0.20% Reduce -11.1% 2,966 $1.7M
Garrett Wealth Advisory Group, LLC 0.42% Add +85.8% 2,963 $1.7M
Riversedge Advisors, LLC 0.39% Add +0.2% 2,961 $1.7M
Benchmark Financial Wealth Advisors, LLC 0.57% Add +2.6% 2,961 $1.7M
First American Trust, FSB 0.17% Add +31.0% 2,960 $1.7M
Corundum Trust Company, INC 4.70% Reduce -17.9% 2,957 $1.7M
Philadelphia Trust Co. 0.12% Add +0.5% 2,954 $1.7M
Parthenon LLC 0.20% Reduce -0.8% 2,951 $1.7M
Advisor OS, LLC 0.17% Reduce -2.0% 2,951 $1.7M
Kornitzer Capital Management Inc. 0.03% Reduce -13.5% 2,944 $1.7M
Financial Symmetry Inc 1.18% Add +1.8% 2,932 $1.7M
Advance Capital Management, Inc. 0.07% Add +0.1% 2,932 $1.7M
MMBG Investment Advisors Co. 0.18% No change 2,924 $1.7M
Pacifica Partners Inc. 0.70% Reduce -20.3% 2,919 $1.7M
Heritage Financial Services, LLC 0.22% Add +2.7% 2,919 $1.7M
GEM Asset Management, LLC 0.96% No change 2,943 $1.7M
Woodard & Co. Asset Management Group Inc. 0.38% Reduce -3.5% 2,908 $1.7M
Acorn Financial Advisory Services Inc. 0.30% Reduce -2.2% 2,903 $1.7M
Archer Investment Corp 0.45% Add +2.6% 2,900 $1.7M
Briaud Financial Planning Inc 0.86% No change 2,900 $1.7M
Roble, Belko & Company, Inc 0.26% Add +3.7% 2,885 $1.7M
Mezzasalma Advisors, LLC 0.65% New 2,877 $1.7M
TrueWealth Advisors, LLC 0.55% Reduce -20.1% 2,873 $1.7M
KG Capital Management 0.53% Add +1.1% 2,872 $1.7M
Summit Global Investments 0.11% Add +227.6% 2,863 $1.7M
Bordeaux Wealth Advisors LLC 0.30% Reduce -4.0% 2,853 $1.6M
Cora Capital Advisors LLC 0.81% No change 2,848 $1.6M
Financial Advisors, LLC 0.31% Add +7.2% 2,834 $1.6M
Marble Harbor Investment Counsel, LLC 0.18% No change 2,832 $1.6M
Schechter Investment Advisors, LLC 0.12% Reduce -2.8% 2,826 $1.6M
JFG Wealth Management, LLC 0.45% Add +73.4% 2,821 $1.6M
Fonville Wealth Management LLC 0.56% Add +0.0% 2,811 $1.6M
Benin Management CORP 0.46% Add +10.4% 2,806 $1.6M
Signature Wealth Management Partners, LLC 1.17% Reduce -0.8% 2,803 $1.6M
Parkside Advisors LLC 0.38% No change 2,801 $1.6M
Councilor Wealth, LLC 0.79% Reduce -11.5% 2,789 $1.6M
Toronto Dominion Bank 0.00% Add +1.4% 2,788 $1.6M
First Community Trust NA 1.31% No change 2,785 $1.6M
Connable Office Inc. 0.16% Reduce -1.2% 2,782 $1.6M
O'Dell Group, LLC 0.35% Add +2.6% 2,771 $1.6M
Prossimo Advisors, LLC 1.17% Add +9.9% 2,769 $1.6M
Vista Finance, LLC 2.15% Reduce -2.0% 2,758 $1.6M
Everett Harris & Co. 0.02% Add +2.0% 2,753 $1.6M
Ervin Investment Management, LLC 1.02% Reduce -1.1% 2,751 $1.6M
Clark Asset Management, LLC 0.34% Add +1.7% 2,749 $1.6M
Faithward Advisors, LLC 0.27% Reduce -3.9% 2,728 $1.6M
Somerville Kurt F 0.25% Add +6.6% 2,709 $1.6M
Brookmont Capital Management 0.80% Reduce -2.0% 2,693 $1.6M
Round Rock Advisors LLC 0.36% Reduce -5.1% 2,691 $1.6M
Boston Trust Walden Corp 0.01% Add +3.9% 2,676 $1.5M
Accel Wealth Management 0.57% Reduce -0.8% 2,668 $1.5M
Fortitude Advisory Group L.L.C. 0.97% Add +1.0% 2,666 $1.5M
Etfidea, LLC 0.49% Add +5.1% 2,659 $1.5M
Oliver Lagore Vanvalin Investment Group 0.41% Reduce -16.8% 2,658 $1.5M
Arbor Investment Advisors, LLC 0.20% Reduce -0.3% 2,655 $1.5M
Family Wealth Partners, LLC 0.78% Add +0.1% 2,652 $1.5M
FreeGulliver LLC 0.91% Add +19.7% 2,651 $1.5M
Griffin Asset Management, Inc. 0.17% Add +1.1% 2,639 $1.5M
Northwest Wealth Management, LLC 0.35% Reduce -4.8% 2,636 $1.5M
Rodgers & Associates, LTD 0.18% Reduce -1.5% 2,635 $1.5M
Fort Pitt Capital Group, LLC 0.04% Add +0.9% 2,634 $1.5M
Epiq Partners, LLC 0.87% Add +29.1% 2,628 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.15% No change 2,625 $1.5M
Monetary Management Group Inc. 0.39% No change 2,625 $1.5M
McGuire Investment Group, LLC 0.21% Add +0.3% 2,625 $1.5M
Mullaney, Keating & Wright, Inc. 1.05% Reduce -0.5% 2,618 $1.5M
17 Capital Partners, LLC 0.98% Add +4.7% 2,600 $1.5M
MJP Associates Inc. 0.28% Add +0.5% 2,599 $1.5M
Capital Square, LLC 0.91% No change 2,598 $1.5M
Hibernia Wealth Partners, LLC 0.52% Reduce -2.1% 2,595 $1.5M
Archford Capital Strategies, LLC 0.23% Add +0.0% 2,549 $1.5M
PFG Investments, LLC 0.10% Add +4.1% 2,589 $1.5M
Lantern Wealth Advisors, LLC 1.03% Reduce -27.5% 2,585 $1.5M
Mechanics Bank Trust Department 0.20% Add +4.2% 2,585 $1.5M
Authentikos Wealth Advisory, LLC 1.43% New 2,582 $1.5M
Lockerman Financial Group, Inc. 2.52% Reduce -2.7% 2,578 $1.5M
E&G Advisors, LLC 0.41% Add +3.6% 2,576 $1.5M
Lakewood Asset Management LLC 1.01% Reduce -3.8% 2,572 $1.5M
Randolph Co Inc 0.17% Reduce -3.3% 2,569 $1.5M
Prentiss Smith & Co. Inc. 0.95% No change 2,567 $1.5M
DDD Partners, LLC 0.16% Add +0.0% 2,566 $1.5M
LCNB Corp. 0.52% Reduce -5.6% 2,558 $1.5M
Arax Advisory Partners 0.13% Reduce -0.4% 2,558 $1.5M
Mosaic Family Wealth Partners, LLC 0.22% Add +2.2% 2,557 $1.5M
Code Waechter LLC 1.40% — 2,554 $1.5M
HFG Advisors, Inc. 1.30% Reduce -4.2% 2,552 $1.5M
Carl P. Sherr & Co., LLC 0.77% Reduce -1.2% 2,551 $1.5M
Princeton Capital Management LLC 0.46% No change 2,539 $1.5M
Brown Financial Advisory 1.04% Reduce -0.6% 2,537 $1.5M
Tanglewood Legacy Advisors, LLC 0.65% Reduce -3.6% 2,529 $1.5M
Talisman Wealth Advisors LLC 1.54% Add +50.5% 2,536 $1.5M
Prepared Retirement Institute LLC 0.88% Add +0.6% 2,524 $1.5M
Excalibur Management Corp. 0.55% No change 2,520 $1.5M
Diversify Wealth Management, LLC 0.14% Reduce -8.3% 2,502 $1.5M
J. Safra Sarasin Holding AG 0.03% Add +1.8% 2,555 $1.5M
Atlas Private Wealth Advisors 0.21% Reduce -4.0% 2,513 $1.5M
Team Hewins, LLC 0.55% Add +34.6% 2,511 $1.4M
Patron Partners, LLC 0.80% Reduce -9.1% 2,507 $1.4M
Waterfront Wealth Inc. 0.35% Add +34.9% 2,471 $1.4M
BNP Paribas 0.06% Add +10.6% 2,492 $1.4M
Canopy Partners, LLC 0.62% Reduce -6.7% 2,490 $1.4M
Toth Financial Advisory Corp. 0.17% Add +6.5% 2,485 $1.4M
American Trust 0.12% Reduce -10.0% 2,473 $1.4M
McGlone Suttner Wealth Management, Inc. 0.30% Reduce -13.3% 2,472 $1.4M
Rebalance, LLC 0.10% Add +8.4% 2,464 $1.4M
Watts Gwilliam & Co., LLC 0.31% — 2,466 $1.4M
Long Run Wealth Advisors, LLC 0.33% Add +18.9% 2,460 $1.4M
Austin Asset Management Co Inc 0.29% Reduce -2.1% 2,459 $1.4M
Newton One Investments LLC 0.57% Add +0.2% 2,458 $1.4M
Elwood & Goetz Wealth Advisory Group, LLC 0.35% Reduce -0.7% 2,453 $1.4M
Bogart Wealth, LLC 0.07% Add +2.1% 2,447 $1.4M
Greenspring Advisors, LLC 0.31% Reduce -1.5% 2,441 $1.4M
Cibc World Markets Corp. 0.01% Reduce -38.4% 2,437 $1.4M
NCM Capital Management, LLC 0.67% Add +23.1% 2,433 $1.4M
Camden National Bank 0.20% Reduce -5.7% 2,433 $1.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +48.1% 2,398 $1.4M
Clarius Group, LLC 0.10% Add +0.0% 2,418 $1.4M
F/m Investments LLC 0.04% Add +435.3% 2,655 $1.4M
TrinityPoint Wealth, LLC 0.20% Add +6.6% 2,385 $1.4M
Morton Capital Management LLC 0.27% Reduce -5.6% 2,384 $1.4M
Seneca Financial Advisors LLC 0.67% Reduce -37.0% 2,384 $1.4M
Cabot Wealth Management Inc. 0.17% Add +18.4% 2,383 $1.4M
Birchcreek Wealth Management, LLC 0.90% Reduce -9.1% 2,379 $1.4M
Midwest Heritage Bank, FSB 0.64% No change 2,376 $1.4M
SkyOak Wealth, LLC 0.30% Reduce -3.4% 2,365 $1.4M
Athena Investment Management 0.78% No change 2,363 $1.4M
ABLE Financial Group, LLC 0.42% Add +4.6% 2,362 $1.4M
Highline Wealth Partners LLC 0.46% Reduce -1.1% 2,360 $1.4M
Corrado Advisors, LLC 0.85% Reduce -4.7% 2,359 $1.4M
HBC Financial Services, PLLC 0.83% Reduce -2.2% 2,332 $1.4M
Kestra Investment Management, LLC 0.06% Add +162.6% 2,353 $1.4M
Asset Allocation Strategies LLC 0.38% Add +514.4% 2,341 $1.4M
Skyline Advisors, Inc. 0.56% New 2,339 $1.3M
Ballast Advisors LLC 0.42% Reduce -8.7% 2,338 $1.3M
Embree Financial Group 0.24% Reduce -0.3% 2,335 $1.3M
Bank of Marin 1.08% Add +21.2% 2,329 $1.3M
Means Investment Co., Inc. 0.15% Add +7.8% 2,326 $1.3M
Lake Hills Wealth Management, LLC 0.90% No change 2,325 $1.3M
Capital Advisors, Ltd. LLC 0.17% No change 2,323 $1.3M
Geometric Wealth Advisors 0.25% Add +23.8% 2,318 $1.3M
Kowal Investment Group, LLC 0.25% Reduce -6.8% 2,315 $1.3M
Destiny Wealth Partners, LLC 0.23% Reduce -4.1% 2,315 $1.3M
Seascape Capital Management 0.47% Add +0.1% 2,302 $1.3M
REDW Wealth LLC 0.34% Reduce -7.8% 2,302 $1.3M
Washington Trust Advisors, Inc. 0.11% No change 2,301 $1.3M
Cape Investment Advisory, Inc. 0.53% Add +57.8% 2,284 $1.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.32% Reduce -3.9% 2,282 $1.3M
Henrickson Nauta Wealth Advisors, Inc. 0.52% Reduce -29.6% 2,281 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.38% Reduce -3.9% 2,280 $1.3M
Mendel Capital Management LLC 0.80% Add +1.1% 2,267 $1.3M
FSC Wealth Advisors, LLC 0.93% Add +9.3% 2,253 $1.3M
Van Cleef Asset Management,Inc 0.14% Reduce -3.5% 2,247 $1.3M
Reinhart Partners, Llc. 0.05% No change 2,245 $1.3M
Capstone Wealth Management Group, LLC 0.77% Add +0.1% 2,240 $1.3M
Criterion Capital Advisors, LLC 0.81% No change 2,351 $1.3M
First Bank & Trust 0.24% Add +9.2% 2,228 $1.3M
Advisory Alpha, LLC 0.05% Add +11.6% 2,220 $1.3M
Intergy Private Wealth, LLC 0.49% Reduce -0.7% 2,221 $1.3M
Wealthquest Corp 0.11% Reduce -0.5% 2,234 $1.3M
Oak Harvest Investment Services 0.18% Reduce -1.1% 2,212 $1.3M
Arthur M. Cohen & Associates, LLC 0.23% Add +0.3% 2,227 $1.3M
Focused Wealth Management, Inc 0.17% Reduce -0.1% 2,200 $1.3M
Bond & Devick Financial Network, Inc. 0.54% No change 2,183 $1.3M
Range Financial Group LLC 1.72% Reduce -13.3% 2,171 $1.3M
RW Investment Management LLC 0.16% No change 2,169 $1.3M
180 Wealth Advisors, LLC 0.20% Reduce -7.4% 2,167 $1.2M
Wealth Advisory Solutions, LLC 0.34% Add +0.7% 2,163 $1.2M
Safeguard Financial, LLC 0.29% Add +114.3% 2,160 $1.2M
Comprehensive Financial Consultants Institutional, Inc. 0.45% No change 2,155 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.58% Add +0.1% 2,147 $1.2M
Axiom Investors LLC 0.01% Reduce -43.5% 2,147 $1.2M
Crew Capital Management, Ltd 0.99% Reduce -23.8% 2,146 $1.2M
CCG Wealth Management, LLC 0.69% Reduce -1.7% 2,144 $1.2M
Roberts Wealth Advisors, LLC 0.40% Reduce -1.3% 2,144 $1.2M
White Lighthouse Investment Management Inc. 0.22% Reduce -3.2% 2,132 $1.2M
Sightline Wealth Advisors, LLC 0.68% Add +9.8% 2,132 $1.2M
Atwood & Palmer Inc. 0.08% No change 2,122 $1.2M
STAR Financial Bank 0.82% Reduce -20.6% 2,119 $1.2M
Cannell & Spears LLC 0.02% No change 2,114 $1.2M
S&T Bank 0.32% No change 2,108 $1.2M
FMB Wealth Management 0.69% No change 2,103 $1.2M
Independent Investors Inc. 0.25% Reduce -1.9% 2,103 $1.2M
Yarbrough Capital, LLC 0.05% No change 2,098 $1.2M
Cannon Wealth Management Services, LLC 1.11% — 2,095 $1.2M
Herold Advisors, Inc. 0.26% Reduce -29.5% 2,093 $1.2M
Security National Bank of So Dak 0.67% New 2,087 $1.2M
Harbor Capital Advisors, Inc. 0.05% Add +7.0% 2,081 $1.2M
Planning Center, Inc. 0.15% Add +2.0% 2,078 $1.2M
Searle & Co. 0.30% Reduce -10.3% 2,068 $1.2M
Bragg Financial Advisors, Inc 0.05% Add +4.9% 2,068 $1.2M
Tiemann Investment Advisors, LLC 0.51% Add +12.9% 2,062 $1.2M
Southeast Asset Advisors, LLC 0.13% No change 2,058 $1.2M
Balanced Wealth Group LLC 0.53% Reduce -22.4% 2,058 $1.2M
Vista Investment Management 0.45% Reduce -0.1% 2,057 $1.2M
Hamilton Capital, LLC 0.09% Add +5.5% 2,075 $1.2M
Smart Portfolios, LLC 1.20% Reduce -19.4% 2,047 $1.2M
Harvest Investment Services, LLC 0.38% Add +3.6% 2,045 $1.2M
Wells Financial Advisors INC 1.59% Reduce -45.5% 2,037 $1.2M
Redwood Investment Management, LLC 0.10% Add +3.8% 2,014 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.27% Reduce -3.6% 2,030 $1.2M
Gibbs Wealth Management 0.38% Reduce -0.4% 2,029 $1.2M
Hardin Capital Partners, LLC 0.66% Reduce -2.2% 2,032 $1.2M
Clarity Capital Partners LLC 0.69% Add +5.1% 2,027 $1.2M
LexAurum Advisors, LLC 0.26% Reduce -10.0% 2,017 $1.2M
Cozad Asset Management Inc. 0.11% Add +0.2% 2,015 $1.2M
Trexquant Investment LP 0.01% Add +19.5% 2,013 $1.2M
HHM Wealth Advisors, LLC 0.16% Reduce -39.2% 2,011 $1.2M
Rather & Kittrell, Inc. 0.28% No change 2,005 $1.2M
MADDEN SECURITIES Corp 0.50% Reduce -16.8% 2,000 $1.2M
Stephens Consulting, LLC 0.29% Reduce -0.3% 1,992 $1.1M
Strategic Investment Advisors / MI 0.13% Reduce -6.0% 1,991 $1.1M
GLOBALT Investments LLC / GA 0.04% No change 1,988 $1.1M
Marshall Financial Group, LLC 0.27% Add +122.0% 1,985 $1.1M
Violich Capital Management, Inc. 0.15% Add +3.9% 1,985 $1.1M
Dodds Wealth, LLC 0.38% Reduce -2.7% 1,977 $1.1M
Beese Fulmer Investment Management, Inc. 0.10% Add +47.1% 1,980 $1.1M
Fort Sheridan Advisors LLC 0.17% Add +1.5% 1,980 $1.1M
Sara-Bay Financial 0.41% Reduce -24.4% 1,976 $1.1M
Brophy Wealth Management, LLC 0.41% — 1,972 $1.1M
Ardent Capital Management, Inc. 0.52% No change 1,966 $1.1M
Pitti Group Wealth Management, LLC 1.23% No change 2,374 $1.1M
Rollins Financial Advisors, LLC 0.19% Add +5.9% 1,963 $1.1M
OMNI 360 Wealth, Inc. 0.78% Reduce -0.9% 1,959 $1.1M
RPS Advisory Solutions LLC 0.81% Reduce -18.6% 1,957 $1.1M
Provenance Wealth Advisors, LLC 0.14% No change 1,955 $1.1M
Accretive Wealth Partners, LLC 0.47% Add +3.8% 1,954 $1.1M
Cortland Associates Inc. 0.14% No change 1,952 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.23% Add +1.3% 1,949 $1.1M
Members Trust Co 0.04% No change 1,946 $1.1M
Klingenstein Fields & Co. LP 0.04% Add +0.2% 1,933 $1.1M
MBL Wealth, LLC 0.12% No change 1,932 $1.1M
Affinity Wealth Management LLC 0.20% Reduce -1.9% 1,922 $1.1M
Drake & Associates, LLC 0.36% Add +18.4% 1,914 $1.1M
Ballast, Inc. 0.31% No change 1,908 $1.1M
CORDA Investment Management, LLC. 0.09% New 1,907 $1.1M
Chicago Wealth Management, Inc. 0.59% No change 1,907 $1.1M
Creegan & Nassoura Financial Group, LLC 0.69% No change 1,904 $1.1M
Bill Few Associates, Inc. 0.39% Reduce -8.6% 1,900 $1.1M
Sensible Money, LLC 0.48% Reduce -3.8% 1,894 $1.1M
Correct Capital Wealth Management 0.24% Add +24.2% 1,879 $1.1M
D. Scott Neal, Inc. 0.57% No change 1,877 $1.1M
Main Street Research LLC 0.07% Add +42.9% 1,877 $1.1M
Financial & Tax Architects, LLC 0.28% New 1,876 $1.1M
Garde Capital, Inc. 0.07% Reduce -3.4% 1,876 $1.1M
PVG Asset Management Corp. 4.34% Reduce -65.4% 1,871 $1.1M
Prosperity Wealth Management, Inc. 0.43% Add +2.9% 1,866 $1.1M
Compton Wealth Advisory Group, LLC 0.27% No change 1,855 $1.1M
Penney Financial, LLC 0.73% Add +0.8% 1,854 $1.1M
Peachtree Investment Partners, LLC 0.40% Add +0.2% 1,843 $1.1M
Silicon Valley Capital Partners 0.14% Add +0.4% 1,842 $1.1M
Sompo Asset Management Co., Ltd. 0.17% Reduce -48.8% 1,840 $1.1M
River Street Advisors LLC 0.58% Add +32.1% 1,839 $1.1M
Schrum Private Wealth Management LLC 0.55% Reduce -52.0% 1,838 $1.1M
FSB Premier Wealth Management, Inc. 0.43% Reduce -5.6% 1,830 $1.1M
IronBridge Private Wealth, LLC 0.39% No change 1,829 $1.1M
Cable Hill Partners, LLC 0.10% Reduce -10.9% 1,822 $1.1M
Altiora Financial Group, LLC 0.23% No change 1,818 $1.0M
Joule Financial, LLC 0.38% Add +2.8% 1,816 $1.0M
CGN Advisors LLC 0.11% Reduce -24.9% 1,811 $1.0M
Marks Group Wealth Management, Inc 0.10% Add +8.6% 1,811 $1.0M
Towneley Capital Management, Inc / DE 0.24% Reduce -10.0% 1,806 $1.0M
Agate Pass Investment Management, LLC 0.52% Add +1.9% 1,791 $1.0M
Altfest L J & Co. Inc. 0.14% Add +3.1% 1,785 $1.0M
Axecap Investments, LLC 0.78% — 1,779 $1.0M
Capital Asset Advisory Services LLC 0.05% Add +6.2% 1,782 $1.0M
Pure Portfolios Holdings LLC 0.39% — 1,778 $1.0M
Opal Wealth Advisors, LLC 0.32% Add +1.0% 1,770 $1.0M
Sage Capital Management, LLC 0.49% Add +0.1% 1,766 $1.0M
Falcon Wealth Planning 0.12% Add +2.1% 1,758 $1.0M
Jim Saulnier & Associates, LLC 0.99% — 1,754 $1.0M
Private Capital Management LLC 0.18% Add +0.7% 1,751 $1.0M
Citizens Business Bank 0.20% No change 1,750 $1.0M
Jmac Enterprises LLC 0.16% Reduce -0.5% 1,748 $1.0M
Tocqueville Asset Management L.P. 0.02% Reduce -0.3% 1,742 $1.0M
Northwest Financial Advisors 0.80% Reduce -3.6% 1,741 $1.0M
Independent Wealth Network Inc. 0.45% Add +9.4% 1,741 $1.0M
Avalon Trust Co 0.07% Add +814.7% 1,738 $1.0M
Trinity Wealth Management, LLC 0.46% Add +5.0% 1,738 $1.0M
First National Bank & Trust Co. of Newtown 0.19% Add +16.6% 1,731 $998K
Spinnaker Trust 0.06% No change 1,729 $997K
Bouchey Financial Group, Ltd. 0.09% Reduce -2.3% 1,727 $996K
Capital City Trust Co. 0.25% Add +13.3% 1,726 $996K
Advocacy Wealth Management, LLC 0.08% No change 1,726 $996K
Arrowroot Family Office, LLC 0.58% Reduce -2.0% 1,725 $995K
Relyea Zuckerberg Hanson LLC 0.15% No change 1,722 $993K
CFO4Life Group, LLC 0.17% Add +77.3% 1,707 $985K
Timber Creek Capital Management LLC 0.28% No change 1,706 $984K
Gerber, LLC 0.72% Add +0.1% 1,703 $982K
W1M Investment Management Ltd 0.02% No change 1,695 $978K
Keener Financial Planning LLC 0.64% No change 1,688 $973K
Aspen Wealth Management LLC 0.30% Add +0.4% 1,687 $973K
ProVise Management Group, LLC 0.08% Reduce -13.1% 1,686 $973K
Rothschild Investment LLC 0.06% Add +124.6% 1,682 $970K
Muirfield Wealth Advisors LLC 0.82% Reduce -7.5% 1,677 $967K
Insight Wealth Strategies, LLC 0.13% Reduce -1.4% 1,676 $966K
Prosperity Planning, Inc. 0.42% Reduce -12.4% 1,651 $952K
Wealth Advisors of Tampa Bay, LLC 0.40% Reduce -5.2% 1,646 $949K
American Investment Services, Inc. 0.16% Reduce -3.8% 1,645 $949K
Better Money Decisions, LLC 0.67% Reduce -11.5% 1,639 $946K
RMR Capital Management, LLC 0.80% No change 1,638 $945K
Sandbox Financial Partners, LLC 0.33% Add +0.2% 1,636 $944K
Parcion Private Wealth LLC 0.08% Add +0.5% 1,629 $940K
Life Planning Partners, Inc 0.84% Reduce -1.9% 1,628 $939K
Summitry LLC 0.04% Add +9.8% 1,625 $937K
Brooks, Moore & Associates, Inc. 0.55% No change 1,625 $937K
Tanager Wealth Management LLP 0.13% Add +72.4% 1,619 $934K
Ifrah Financial Services, Inc. 0.25% Add +18.9% 1,613 $931K
Montz Harcus Wealth Management LLC 0.54% Add +0.4% 1,613 $930K
Rappaport Reiches Capital Management, LLC 0.25% No change 1,611 $929K
Aurora Private Wealth, Inc. 0.73% Add +0.1% 1,610 $929K
Hummer Financial Advisory Services Inc 0.73% No change 1,610 $929K
Portfolio Strategies, Inc. 0.13% No change 1,609 $928K
Biechele Royce Advisors 0.30% Reduce -24.4% 1,592 $918K
Walter & Keenan Wealth Management LLC /in/ 0.28% No change 1,590 $917K
Meritas Wealth Management, LLC 0.57% No change 1,590 $917K
Shepherd Kaplan Krochuk, LLC 0.69% Add +4.8% 1,582 $913K
Smith Salley Wealth Management 0.06% Reduce -2.4% 1,581 $912K
Lloyd Advisory Services, LLC. 0.44% Reduce -45.6% 1,579 $911K
TPG Financial Advisors, LLC 0.41% Add +0.1% 1,570 $906K
Madden Advisory Services, Inc. 0.41% Add +23.4% 1,568 $905K
Aerodigm Wealth, LLC 0.57% Reduce -0.3% 1,565 $903K
Prairie Wealth Advisors, Inc. 0.45% Reduce -29.5% 1,564 $902K
Adero Partners, LLC 0.06% Reduce -8.3% 1,562 $901K
Mitchell McLeod Pugh & Williams Inc. 0.19% Reduce -12.0% 1,559 $899K
Ceeto Capital Group, LLC 0.34% No change 1,556 $898K
Ramirez Asset Management, Inc. 0.17% No change 1,555 $897K
Wade Financial Advisory, Inc 0.30% Add +7.7% 1,552 $895K
Tennessee Valley Asset Management Partners 0.15% Reduce -3.5% 1,551 $895K
Colorado Capital Management, Inc. 0.44% Reduce -18.2% 1,550 $894K
DHJJ Financial Advisors, Ltd. 0.35% Reduce -2.3% 1,549 $893K
Johnson Financial Group, LLC 0.11% Add +59.0% 1,545 $891K
Wealthfront Advisers LLC 0.00% Reduce -18.0% 1,542 $889K
Culbertson A N & Co. Inc. 0.14% Reduce -2.5% 1,541 $889K
Autumn Glory Partners, LLC 0.34% No change 1,540 $888K
MN Wealth Advisors, LLC 0.50% Reduce -1.3% 1,537 $887K
L.M. Kohn & Company 0.22% Add +34.1% 1,536 $886K
Shakespeare Wealth Management, LLC 0.23% Add +0.3% 1,531 $883K
Harrell Investment Partners, LLC 0.25% Reduce -15.2% 1,529 $882K
Worth Asset Management, LLC 0.48% No change 1,525 $880K
Andrew Hill Investment Advisors, Inc. 0.66% Reduce -0.5% 1,519 $876K
Verity & Verity, LLC 0.09% Add +217.6% 1,518 $876K
Reik & Co., LLC 0.21% No change 1,516 $874K
Retirement Capital Strategies 0.34% No change 1,512 $872K
Revisor Wealth Management LLC 0.54% New 1,509 $870K
WT Wealth Management 0.28% Reduce -0.7% 1,478 $868K
Union Investments & Development Ltd. 5.15% No change 770 $868K
Upper Left Wealth Management, LLC 0.76% Reduce -8.3% 1,529 $867K
Crown Wealth Group, LLC 0.38% Reduce -72.0% 1,501 $866K
American Asset Management Inc. 0.93% No change 1,500 $865K
Principle Wealth Partners LLC 0.06% Add +8.9% 1,496 $863K
Veracity Capital LLC 0.33% Reduce -6.7% 1,493 $861K
Calton & Associates, Inc. 0.33% Reduce -5.1% 1,492 $861K
Root Financial Partners, LLC 0.14% Add +66.0% 1,491 $860K
Planned Solutions, Inc. 0.35% Add +0.1% 1,489 $859K
Sequent Planning LLC 0.30% Reduce -6.0% 1,489 $859K
Westbourne Investment Advisors, Inc. 0.30% Add +0.1% 1,487 $858K
Objectivity Squared, LLC 0.59% Reduce -37.8% 1,499 $855K
DDFG, Inc 0.24% Add +3.6% 1,481 $854K
Hexagon Capital Partners LLC 0.17% Reduce -3.7% 1,480 $854K
Navellier & Associates Inc. 0.12% No change 1,480 $854K
Summit Investment Advisory Services, LLC 0.45% New 1,469 $848K
Performance Wealth Partners, LLC 0.03% Reduce -10.6% 1,464 $844K
Apella Capital, LLC 0.03% Add +4.8% 1,474 $842K
ARS Wealth Advisors Group, LLC 0.10% Add +1.5% 1,457 $841K
Navalign, LLC 0.25% Reduce -15.7% 1,454 $839K
Cedrus LLC 0.31% Reduce -8.6% 1,452 $838K
Royal Fund Management, LLC 0.06% Add +92.8% 1,442 $833K
Shearwater Capital LLC 0.57% No change 1,442 $832K
LongView Wealth Management 0.27% Add +15.4% 1,442 $832K
Teamwork Financial Advisors, LLC 0.12% Reduce -7.8% 1,439 $830K
Avion Wealth 0.22% Add +13.3% 1,439 $830K
McLean Asset Management Corp 0.25% No change 1,440 $829K
BNC Wealth Management, LLC 0.31% Reduce -6.4% 1,437 $829K
Independent Family Office, LLC 0.42% No change 1,434 $827K
TrinityBridge Ltd 0.03% Add +95.4% 1,430 $825K
Signature Resources Capital Management, LLC 0.75% Reduce -7.5% 1,425 $822K
Arkos Global Advisors 0.12% Add +3.6% 1,423 $821K
Clearview Wealth Advisors LLC 0.63% Add +0.1% 1,417 $817K
Chemistry Wealth Management LLC 0.20% Reduce -0.1% 1,414 $816K
Amplius Wealth Advisors, LLC 0.09% Add +0.4% 1,408 $812K
Bennett Selby Investments LP 0.34% No change 1,408 $812K
Capital Investment Services of America, Inc. 0.08% No change 1,407 $812K
Seaside Wealth Management, Inc. 0.31% Reduce -2.1% 1,405 $810K
Hudson Capital Management LLC 0.27% No change 1,399 $807K
Meeder Advisory Services, Inc. 0.05% Add +64.0% 1,394 $804K
Staley Capital Advisers Inc. 0.04% Reduce -3.1% 1,393 $803K
Slow Capital, Inc. 0.12% Reduce -8.4% 1,392 $803K
Gibson Capital, LLC 0.16% No change 1,391 $802K
Johnson Bixby & Associates, LLC 0.12% Reduce -15.5% 1,389 $801K
Regency Capital Management Inc.\DE 0.44% Reduce -0.4% 1,385 $799K
Hall Kathryn A. 0.17% No change 1,385 $799K
Ingalls & Snyder LLC 0.03% Add +18.7% 1,383 $798K
Blankinship & Foster, LLC 0.19% No change 1,381 $797K
KPP Advisory Services LLC 0.19% Reduce -47.3% 1,376 $794K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.22% Reduce -35.2% 1,374 $793K
Legacy Financial Group, Inc. 0.27% Add +3.6% 1,388 $793K
WealthTrust Axiom LLC 0.23% Add +24.7% 1,374 $793K
Princeton Global Asset Management LLC 0.15% Add +712.4% 1,373 $792K
Newman Dignan & Sheerar, Inc. 0.19% No change 1,349 $787K
Holderness Investments Co. 0.17% New 1,360 $785K
TruNorth Capital Management, LLC 0.23% Reduce -2.2% 1,349 $778K
Financial Futures Ltd Liability Co. 0.45% Reduce -1.6% 1,349 $778K
Capital Market Strategies LLC 0.47% Reduce -6.3% 1,348 $778K
Kings Path Partners LLC 0.33% Add +9.0% 1,347 $777K
Investment Research & Advisory Group, Inc. 0.33% Reduce -4.0% 1,343 $775K
LJI Wealth Management, LLC 0.16% Reduce -31.7% 1,342 $774K
Foster & Motley Inc. 0.05% Reduce -10.9% 1,336 $771K
Mayport, LLC 0.25% Add +0.1% 1,336 $770K
Great Waters Wealth Management 0.10% Add +0.1% 1,326 $765K
Global Assets Advisory, LLC 0.42% Reduce -58.3% 1,338 $764K
Juncture Wealth Strategies, LLC 0.30% Reduce -1.7% 1,325 $764K
Redmond Asset Management, LLC 0.24% Reduce -0.1% 1,320 $761K
Chris Bulman Inc 0.52% Add +4.1% 1,314 $758K
Capstone Financial Advisors, Inc. 0.05% Add +0.2% 1,314 $758K
Pathway Financial Advisors LLC 0.19% No change 1,314 $758K
Frisch Financial Group, Inc. 0.23% Reduce -5.4% 1,313 $757K
Fiduciary Financial Group, LLC 0.17% Add +11.8% 1,313 $756K
Chatham Capital Group, Inc. 0.12% No change 1,309 $755K
Tenret Co LLC 0.47% No change 1,307 $754K
Carson Advisory Inc. 0.47% Add +0.9% 1,305 $753K
Schwarz Dygos Wheeler Investment Advisors LLC 0.19% Add +6.9% 1,304 $753K
Townsend Asset Management Corp. /NC/ 0.28% Reduce -2.2% 1,303 $751K
Sageworth Trust Co of South Dakota 0.96% Add +21.5% 1,302 $751K
Fenimore Asset Management Inc 0.02% Add +8.3% 1,300 $750K
Invesco Ltd. 0.00% Add +62.5% 1,297 $748K
Balboa Wealth Partners 0.19% Add +1.3% 1,292 $745K
Hemenway Trust Co LLC 0.06% Reduce -0.8% 1,288 $743K
First National Bank of Mount Dora, Trust Investment Services 0.17% No change 1,269 $732K
Horizons Wealth Management 0.57% Reduce -1.5% 1,268 $731K
USAdvisors Wealth Management, LLC 0.26% Add +8.3% 1,273 $730K
SMART Wealth LLC 0.29% Add +32.4% 1,262 $728K
Tsfg, LLC 0.16% Reduce -6.4% 1,258 $726K
Anchor Capital Advisors LLC 0.02% No change 1,257 $725K
Iams Wealth Management, LLC 0.36% Add +10.0% 1,256 $724K
Bath Savings Trust Co 0.07% Add +0.3% 1,256 $724K
Addison Advisors LLC 0.20% Reduce -7.5% 1,251 $722K
Wimmer Associates 1, LLC 0.35% No change 1,250 $721K
Convergence Financial, LLC 0.15% Reduce -18.9% 1,244 $718K
Conservest Capital Advisors, Inc. 0.07% No change 1,363 $717K
Tenon Financial LLC 0.47% Add +0.2% 1,240 $715K
Collaborative Wealth Managment Inc. 0.32% Add +10.3% 1,238 $714K
Burton Enright Welch 0.15% No change 1,235 $712K
Donaldson Capital Management, LLC 0.03% Reduce -8.5% 1,234 $712K
Register Financial Advisors LLC 0.36% Add +0.7% 1,233 $711K
Cary Street Partners Asset Management LLC 0.09% Add +75.5% 1,227 $708K
Indie Asset Partners, LLC 0.53% Add +61.0% 1,225 $707K
Lokken Investment Group LLC 0.29% Reduce -19.7% 1,225 $707K
D.B. Root & Company, LLC 0.23% Add +116.8% 1,223 $706K
O'Brien Wealth Partners LLC 0.14% No change 1,220 $704K
D L Carlson Investment Group Inc. 0.13% No change 1,220 $704K
Front Row Advisors LLC 0.25% Reduce -22.1% 1,219 $703K
Main Street Group, LTD 0.31% Reduce -6.0% 1,219 $703K
Martin & Co. Inc. 0.17% No change 1,217 $702K
Field & Main Bank 0.25% Reduce -13.8% 1,215 $701K
Mason Investment Advisory Services, Inc. 0.04% Reduce -16.9% 1,215 $701K
Partners in Financial Planning 0.14% No change 1,214 $700K
N.E.W. Advisory Services LLC 0.07% Reduce -28.4% 1,213 $700K
Hall Laurie J Trustee 0.22% Reduce -5.8% 1,212 $699K
Mittelman Wealth Management 0.40% Reduce -2.0% 1,211 $699K
Marion Wealth Management 0.19% Reduce -11.7% 1,210 $698K
VCI Wealth Management LLC 0.31% Reduce -1.4% 1,208 $697K
Eagle Ridge Investment Management 0.06% Reduce -4.8% 1,207 $696K
Concord Wealth Partners 0.12% Add +0.3% 1,206 $696K
RAM Investment Partners, LLC 0.18% Add +0.7% 1,200 $692K
Atlas Capital Advisors Inc. 0.11% Add +1.0% 1,190 $686K
Prosperity Financial Group, Inc. 0.39% Add +11.0% 1,190 $686K
Radnor Capital Management, LLC 0.10% New 1,189 $686K
Sharp Wealth Advisory, LLC 0.53% Add +21.5% 1,186 $684K
Tandem Capital Management Corp. 0.36% No change 1,181 $681K
Sabal Trust CO 0.04% Reduce -2.1% 1,180 $681K
Motiv8 Investments LLC 0.46% Reduce -12.6% 1,180 $681K
GGM Financial LLC 0.58% Reduce -4.3% 1,171 $675K
Aries Wealth Management 0.19% No change 1,169 $674K
Stiles Financial Services Inc 0.24% Reduce -15.0% 1,167 $673K
Inscription Capital, LLC 0.10% Add +0.4% 1,165 $672K
Fourpath Capital Management, LLC 0.12% New 1,162 $670K
Ignite Planners, LLC 0.15% Reduce -8.7% 1,155 $666K
Strategic Financial Planning, Inc. 0.44% No change 1,149 $662K
FSA Wealth Management LLC 0.26% — 1,148 $662K
Gill Capital Partners, LLC 0.24% Reduce -4.2% 1,142 $659K
KKM Financial LLC 0.32% Add +17.0% 1,137 $656K
Safeguard Investment Advisory Group, LLC 0.19% Add +1.3% 1,136 $656K
Mountain Pacific Investment Advisers LLC 0.04% No change 1,135 $655K
CFM Wealth Partners LLC 0.11% Add +0.1% 1,133 $654K
BCK Partners, Inc. 0.31% Reduce -3.8% 1,130 $652K
Bellecapital International Ltd. 0.13% No change 1,127 $650K
West Michigan Advisors, LLC 0.20% Add +3.5% 1,124 $648K
Argent Capital Management LLC 0.02% No change 1,124 $648K
Somerset Trust Co 0.24% Reduce -1.8% 1,123 $648K
FWG Investments, LLC. 0.56% Add +1.4% 1,122 $647K
Slagle Financial, LLC 0.29% Reduce -13.2% 1,121 $647K
St. Louis Trust Co 0.09% No change 1,120 $646K
Glenorchy Capital Ltd 0.48% No change 1,118 $645K
Chartwell Investment Partners, LLC 0.02% Reduce -13.2% 1,116 $644K
RDA Financial Network 0.20% Add +8.0% 1,115 $643K
Activest Wealth Management 0.20% Add +0.4% 1,115 $643K
Tilson Financial Group, Inc. 0.28% New 1,113 $642K
True Wealth Design, LLC 0.25% Reduce -55.0% 1,105 $637K
Zuckerman Investment Group, LLC 0.07% Reduce -14.9% 1,104 $637K
Future Financial Wealth Managment LLC 0.45% No change 1,102 $636K
TPG Advisors LLC 0.49% Add +0.5% 1,097 $633K
Samalin Investment Counsel, LLC 0.27% Add +35.6% 1,090 $629K
Total Wealth Planning, LLC 0.10% Reduce -6.5% 1,088 $628K
FourThought Financial Partners, LLC 0.07% Reduce -9.7% 1,087 $627K
Bensler, LLC 0.08% Reduce -2.0% 1,083 $625K
Hanson & Doremus Investment Management 0.10% No change 1,081 $624K
West Oak Capital, LLC 0.31% Add +4.4% 1,081 $624K
United Bank 0.29% Add +22.2% 1,079 $622K
Wealthspan Partners, LLC 0.31% Add +0.5% 1,078 $622K
HMS Capital Management, LLC 0.30% No change 1,076 $621K
Twelve Points Wealth Management LLC 0.19% Reduce -5.6% 1,074 $620K
Paragon Advisors, LLC 0.20% No change 1,071 $618K
Hofer & Associates. Inc 0.43% Reduce -0.2% 1,068 $616K
Stonekeep Investments, LLC 0.48% Add +15.6% 1,068 $616K
Smith & Howard Wealth Management, LLC 0.17% Reduce -11.8% 1,067 $615K
Hamilton Point Investment Advisors, LLC 0.11% No change 1,067 $615K
Milestone Asset Management, LLC 0.14% Add +0.1% 1,066 $615K
McDonald Partners LLC 0.15% Add +15.6% 1,055 $609K
Impact Partnership Wealth, LLC 0.14% Reduce -30.4% 1,055 $609K
Marco Investment Management LLC 0.05% No change 1,051 $606K
Barlow Wealth Partners, LLC 0.08% Add +20.3% 1,062 $606K
Next Level Private LLC 0.25% Add +0.2% 1,050 $606K
Seven Mile Advisory 0.40% No change 1,041 $600K
Haverford Financial Services, Inc. 0.17% No change 1,040 $600K
Hobbs Group Advisors, LLC 0.21% Add +8.5% 1,035 $597K
Center For Asset Management LLC 0.36% Add +0.4% 1,035 $597K
Seneca House Advisors 0.25% Add +3.5% 1,032 $595K
Drucker Wealth 3.0, LLC 0.14% Reduce -21.3% 1,032 $595K
XTX Topco Ltd 0.04% New 1,030 $594K
Delta Asset Management LLC 0.05% No change 1,029 $594K
Resolute Wealth Strategies, LLC 0.31% Add +0.1% 1,027 $592K
Monte Financial Group, LLC 0.25% Reduce -1.6% 1,027 $592K
Grey Fox Wealth Advisors, LLC 0.17% Reduce -4.6% 1,026 $592K
Key Client Fiduciary Advisors, LLC 0.27% Reduce -1.1% 1,026 $592K
Moody LYNN Lieberson & Walker, LLC 0.04% No change 1,023 $590K
Silver Oak Advisory Group, Inc. 0.30% No change 1,019 $587K
Kaizen Financial Strategies 0.34% Add +0.1% 1,016 $586K
Novak & Powell Financial Services, Inc. 0.34% Reduce -10.3% 1,015 $586K
Plimoth Trust Co. LLC 0.15% Reduce -2.2% 1,012 $584K
Iron Horse Wealth Management, LLC 0.20% Add +11.6% 1,010 $583K
Tidemark, LLC 0.24% Add +6.4% 1,009 $582K
Delta Financial Advisors LLC 0.21% Add +0.7% 1,008 $581K
Peninsula Asset Management Inc. 0.29% No change 1,007 $581K
Matrix Private Capital Group LLC 0.33% Reduce -0.9% 1,003 $579K
Mark Sheptoff Financial Planning, LLC 0.31% Add +8.0% 1,002 $578K
Financial Security Advisor, Inc. 0.14% Add +0.3% 1,001 $577K
Gleason Group, Inc. 0.11% Add +0.2% 1,000 $577K
Dash Acquisitions Inc. 0.14% No change 991 $576K
United Bank 0.07% No change 996 $575K
CPC Advisors, LLC 0.09% No change 996 $575K
Fiduciary Alliance LLC 0.08% Reduce -2.4% 995 $574K
Sage Private Wealth Group, LLC 0.45% Reduce -5.2% 994 $574K
Barr E S & Co. 0.04% Add +27.0% 992 $572K
Stonebrook Private Inc. 0.15% Add +0.3% 992 $572K
Great Lakes Retirement, Inc. 0.07% Reduce -36.1% 982 $567K
City State Bank 0.21% Reduce -3.8% 982 $566K
Compass Wealth Management LLC 0.13% Reduce -9.3% 979 $565K
Petredis Investment Advisors LLC 0.06% New 978 $564K
Cambridge Advisors Inc. 0.12% No change 973 $561K
First Nebraska Trust Co 0.05% No change 973 $561K
Monument Group Wealth Advisors, LLC 0.34% Add +7.4% 972 $561K
Hunter Associates Investment Management LLC 0.09% No change 968 $559K
Jackson Square Capital, LLC 0.14% Add +112.7% 955 $551K
Bell Bank 0.07% Add +6.5% 955 $551K
Redwood Financial Network Corp 0.43% Add +17.3% 955 $551K
Armstrong Henry H Associates Inc. 0.05% No change 952 $549K
Clark Financial Services Group Inc. 0.50% Add +128.1% 951 $549K
Mowery & Schoenfeld Wealth Management, LLC 0.86% Add +1.4% 948 $547K
Kickstand Ventures, Llc. 0.14% Reduce -4.3% 946 $546K
L. Roy Papp & Associates, LLP 0.07% No change 944 $545K
Up Strategic Wealth Investment Advisors LLC 0.61% No change 941 $543K
Rockport Wealth LLC 0.14% New 940 $542K
Integral Investment Advisors, Inc. 0.15% No change 939 $542K
Austin Wealth Management, LLC 0.12% Reduce -9.0% 944 $538K
Willner & Heller, LLC 0.48% Reduce -4.2% 933 $538K
Private Wealth Group, LLC 0.27% No change 931 $537K
Nicollet Investment Management, Inc. 0.19% No change 931 $537K
Castle Rock Wealth Management, LLC 0.13% Add +0.2% 933 $536K
Mine & Arao Wealth Creation & Management, LLC. 0.25% No change 927 $535K
Azimuth Capital Investment Management LLC 0.02% Reduce -15.8% 927 $535K
Whitener Capital Management, Inc. 0.15% Reduce -1.2% 926 $534K
Independent Solutions Wealth Management, LLC 0.12% Add +44.1% 925 $534K
Fiduciary Management Inc. 0.00% New 925 $534K
TruWealth Advisors, LLC 0.03% Add +2.0% 925 $534K
Beacon Financial Strategies CORP 0.36% No change 925 $533K
Richardson Capital Management LLC 0.37% No change 924 $533K
Financial Strategies Group, Inc. 0.12% No change 897 $526K
Wambolt & Associates, LLC 0.14% Add +7.3% 921 $526K
Fiduciary Family Office, LLC 0.17% Reduce -21.4% 912 $526K
Cardinal Point Capital Management ULC 0.09% New 912 $526K
Global Wealth Strategies & Associates 0.17% Add +157.1% 910 $525K
Heritage Wealth Management, Inc. 0.17% No change 910 $525K
Wealthstream Advisors, Inc. 0.10% No change 910 $525K
Sequent Asset Management, LLC 0.26% No change 909 $524K
First City Capital Management, Inc. 0.27% No change 902 $520K
Regatta Capital Group, LLC 0.10% No change 901 $520K
Cravens & Co Advisors, LLC 0.40% No change 900 $519K
Farrell Financial LLC 0.37% Add +0.2% 861 $517K
West Wealth Group, LLC 0.17% Add +1.2% 895 $516K
Vestia Personal Wealth Advisors 0.49% Add +0.7% 895 $516K
Davis Capital Management 0.41% Add +6.9% 894 $516K
Core Alternative Capital 0.10% No change 894 $516K
Greenfield Savings Bank 0.24% No change 892 $515K
Grant/GrossMendelsohn, LLC 0.22% Reduce -3.4% 892 $514K
Team Financial Group, LLC 0.31% Add +7.1% 890 $514K
Pointe Capital Management LLC 0.30% Add +27.2% 888 $512K
Powers Advisory Group, LLC 0.26% Add +2.3% 888 $512K
Lodestone Wealth Management LLC 0.26% Reduce -1.7% 887 $512K
Nordwand Advisors, LLC 0.14% No change 885 $510K
Navis Wealth Advisors, LLC 0.55% Reduce -18.4% 885 $510K
Covenant Partners, LLC 0.15% No change 875 $505K
Capasso Planning Partners LLC 0.15% Add +0.7% 874 $504K
NewSquare Capital LLC 0.04% Reduce -51.9% 874 $504K
Piedmont Capital Management, LLC 0.30% Add +60.9% 856 $503K
Union Savings Bank 0.25% Reduce -0.8% 871 $502K
MAS Advisors LLC 1.07% Reduce -1.0% 870 $502K
Investment Planning Advisors, Inc. 0.26% No change 916 $501K
Family Capital Trust Co 0.16% No change 869 $501K
John W. Brooker & Co., CPAs 0.23% Add +12.3% 868 $501K
Center for Financial Planning, Inc. 0.07% No change 866 $500K
Proactive Wealth Strategies LLC 0.28% — 866 $499K
Sollinda Capital Management LLC 0.14% No change 863 $498K
SJS Investment Consulting Inc. 0.09% No change 861 $497K
SS&H Financial Advisors, Inc. 0.18% Add +17.2% 858 $495K
Basepoint Wealth LLC 0.36% Reduce -2.9% 858 $495K
Cornerstone National Bank & Trust Co 0.22% No change 857 $494K
Thompson Siegel & Walmsley LLC 0.01% New 856 $494K
Longview Financial Advisors, Inc. 0.36% Reduce -11.3% 853 $492K
Security Financial Services, INC. 0.10% Reduce -7.3% 851 $491K
MayTech Global Investments, LLC 0.06% Reduce -20.7% 850 $490K
Inlet Private Wealth, LLC 0.12% Reduce -5.9% 849 $490K
Guidance Capital, Inc. 0.15% Reduce -1.3% 833 $489K
Financial Partners Group, LLC 0.18% Add +0.5% 848 $489K
Capital International Investors 0.00% New 851 $489K
Evolution Wealth Advisors, LLC 0.09% New 847 $489K
Am Investment Strategies LLC 0.12% Add +27.3% 845 $487K
Pin Oak Investment Advisors Inc. 0.44% No change 843 $486K
Canandaigua National Trust Co of Florida 0.42% — 840 $485K
Kraft Asset Management, LLC 0.38% No change 839 $484K
Kolinsky Wealth Management, LLC 0.31% Reduce -51.3% 839 $484K
Private Management Group Inc. 0.02% Reduce -12.7% 838 $483K
Avity Investment Management Inc. 0.04% Add +1.9% 836 $482K
Tobias Financial Advisors, Inc. 0.10% No change 834 $481K
Howard Capital Management Group, LLC 0.03% No change 833 $481K
Planning Directions Inc. 0.29% Reduce -5.3% 830 $479K
Carlson Capital Management 0.02% New 830 $479K
WealthCare Investment Partners, LLC 0.21% Add +55.7% 839 $479K
Buttonwood Financial Advisors Inc. 0.21% Add +1.5% 830 $478K
Annandale Capital, LLC 0.10% Reduce -45.2% 829 $478K
Clear Harbor Asset Management, LLC 0.04% Add +10.3% 825 $476K
Riverview Trust Co 0.42% Reduce -0.6% 825 $476K
Zevenbergen Capital Investments LLC 0.01% New 824 $475K
Finer Wealth Management, Inc. 0.29% No change 823 $475K
RVW Wealth, LLC 0.04% Reduce -2.4% 821 $474K
Taylor Financial Group, Inc. 0.33% Reduce -1.8% 820 $473K
RMR Wealth Builders 0.05% Add +9.5% 820 $473K
Noesis Capital Mangement Corp. 0.09% Add +25.1% 818 $472K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Reduce -45.8% 814 $470K
Cornerstone Planning Group LLC 0.12% Reduce -43.7% 802 $469K
Meridian Investment Counsel Inc. 0.14% No change 810 $467K
LVW Advisors, LLC 0.06% No change 809 $467K
Richmond Brothers, Inc. 0.29% Reduce -10.3% 809 $467K
LifeGuide Financial Advisors, LLC 0.20% New 807 $465K
Hill Investment Group Partners, LLC 0.06% No change 845 $463K
M. Kulyk & Associates, LLC 0.09% Reduce -0.4% 803 $463K
Fagan Associates, Inc. 0.08% No change 802 $463K
Penobscot Investment Management Company, Inc. 0.04% No change 801 $462K
Kidder Stephen W 0.14% Reduce -5.9% 800 $461K
Elgethun Capital Management 0.11% Add +0.1% 798 $460K
Syntegra Private Wealth Group, LLC 0.05% No change 797 $460K
Beckerman Institutional, LLC 0.39% — 796 $459K
Prism Advisors, Inc. 0.13% No change 793 $457K
Westshore Wealth, LLC 0.19% No change 789 $455K
Guardian Wealth Advisors, LLC / NC 0.05% Add +5.7% 784 $452K
Petra Financial Advisors Inc. 0.30% Add +2.0% 782 $451K
DiNuzzo Private Wealth, Inc. 0.06% Reduce -3.2% 781 $450K
Quantum Financial Advisors, LLC 0.07% No change 779 $449K
CGC Financial Services, LLC 0.18% Add +5.4% 777 $448K
Mirador Capital Partners LP 0.08% Add +0.1% 776 $448K
Orange Investment Advisors, Inc. 0.05% Reduce -4.3% 775 $447K
Plan Group Financial, LLC 0.23% Reduce -12.7% 770 $444K
Mountain Capital Investment Advisors Inc. 0.10% Reduce -18.4% 740 $444K
Lumbard & Kellner, LLC 0.19% Reduce -5.5% 767 $442K
WealthTrust Asset Management, LLC 0.33% Add +0.1% 766 $442K
Columbia Asset Management 0.08% No change 766 $442K
Priebe Wealth Holdings LLC 0.32% No change 766 $442K
Palo Alto Wealth Advisors, LLC 0.18% Add +0.4% 753 $441K
von Borstel & Associates, Inc. 0.25% — 765 $441K
Rothschild Capital Partners, LLC 0.12% Add +0.3% 763 $440K
O'ROURKE & COMPANY, Inc 0.22% Add +3.0% 762 $440K
OLIO Financial Planning 0.18% No change 918 $440K
Burns J W & Co. Inc. 0.06% No change 760 $438K
WorthPointe, LLC 0.18% No change 759 $438K
Apriem Advisors 0.05% Reduce -13.1% 758 $437K
Strategic Family Wealth Counselors, L.L.C. 0.15% Add +9.7% 758 $437K
Core Wealth Partners LLC 0.26% Add +0.1% 757 $437K
Pinnacle Financial Group, LLC / IL 0.17% Reduce -5.8% 756 $436K
Wells Trecaso Financial Group, LLC 0.14% No change 755 $435K
Hazlett, Burt & Watson, Inc. 0.20% Add +15.8% 756 $434K
NORTHSTAR ASSET MANAGEMENT Co 0.10% No change 750 $433K
True North Advisors, LLC 0.11% Add +2.3% 750 $433K
Heritage Wealth Management, Inc./Texas 0.25% Reduce -3.6% 750 $432K
Marietta Investment Partners LLC 0.09% No change 745 $430K
Quest Investment Management LLC 0.05% No change 743 $429K
Trevian Wealth Management LLC 0.35% New 741 $428K
O'Brien Greene & Co. Inc 0.13% Reduce -1.7% 741 $427K
Baxter Bros Inc. 0.06% No change 741 $427K
SVB Wealth LLC 0.36% Reduce -99.6% 735 $424K
Guardian Wealth Advisors, LLC 0.26% Add +6.2% 734 $424K
Financial Sense Advisors, Inc. 0.12% Reduce -7.7% 733 $423K
Brio Consultants, LLC 0.07% Add +50.7% 731 $421K
Clarity Financial LLC 0.05% Reduce -7.5% 730 $421K
Adell Harriman & Carpenter Inc. 0.03% Reduce -9.4% 730 $421K
Dover Advisors, LLC 0.24% Reduce -1.1% 722 $416K
Mount Vernon Associates Inc. 0.33% No change 721 $416K
Lee Danner & Bass Inc. 0.03% Reduce -2.0% 721 $416K
Florida Financial Advisors, LLC 0.21% Add +49.8% 719 $415K
Coston, McIsaac & Partners 0.12% No change 717 $413K
Cordgrass Capital Advisors, LLC 0.12% Reduce -3.0% 713 $411K
Richardson Financial Services Inc. 0.26% Add +44.1% 738 $411K
Fielder Capital Group LLC 0.14% No change 711 $410K
Sutton Place Investors LLC 0.25% Add +2.6% 707 $408K
Sterling Group Wealth Management, LLC 0.22% No change 705 $407K
Channel Wealth LLC 0.13% Add +13.7% 705 $407K
Kesler, Norman & Wride, LLC 0.08% No change 705 $407K
City Holding Co. 0.06% Add +17.2% 703 $405K
Mid-American Wealth Advisory Group, Inc. 0.25% Reduce -22.2% 701 $404K
Wiser Advisor Group LLC 0.60% Reduce -5.2% 700 $404K
Northstar Asset Management Inc. 0.10% Reduce -3.5% 696 $401K
Crossmark Global Holdings, Inc. 0.01% No change 696 $401K
Cypress Point Wealth Management, LLC 0.16% No change 694 $400K
Insight Wealth Partners, LLC 0.24% No change 694 $400K
Hassell Wealth Management, LLC 0.17% Add +2.6% 700 $400K
David Kennon Inc 0.16% No change 693 $400K
Gradient Investments LLC 0.01% Reduce -80.4% 688 $397K
B & T Capital Management DBA Alpha Capital Management 0.07% No change 687 $396K
TL Private Wealth 0.18% Reduce -3.1% 695 $396K
Allied Investment Advisors, LLC 0.08% New 686 $396K
Congress Asset Management Co. 0.00% Reduce -24.5% 686 $396K
Mitchell Sinkler & Starr 0.10% No change 686 $396K
NWK Group, Inc. 0.16% No change 685 $395K
Neumann Capital Management, LLC 0.13% No change 685 $395K
Ellsworth Advisors, LLC 0.10% Add +0.3% 685 $395K
Ballentine Capital Advisors, Inc 0.20% Reduce -3.8% 678 $391K
Lynx Investment Advisory 0.28% Add +0.5% 673 $388K
Secured Retirement Advisors, LLC 0.28% No change 671 $387K
Americana Partners, LLC 0.03% Reduce -47.3% 671 $387K
Caitlin John, LLC 0.25% Add +9.9% 644 $387K
Nicholas Wealth, LLC. 0.24% Reduce -20.6% 669 $386K
J. L. Bainbridge & Co., Inc. 0.04% No change 669 $386K
Westend Capital Management, LLC 0.13% Add +166.1% 668 $385K
Fogel Capital Management, Inc. 0.20% No change 666 $384K
KOM Wealth Management Group, LLC 0.32% Add +2.8% 665 $384K
Seelaus Asset Management LLC 0.36% Reduce -3.6% 665 $384K
FSA Advisors, Inc. 0.38% Add +13.1% 691 $382K
Consolidated Portfolio Review Corp 0.09% Reduce -9.7% 663 $382K
Sheaff Brock Investment Advisors, LLC 0.03% Add +10.5% 662 $382K
Williams & Novak, LLC 0.35% Add +12.8% 659 $380K
Castleview Partners, LLC 0.22% Reduce -20.3% 658 $380K
BlackDiamond Wealth Management, LLC 0.23% Reduce -17.4% 629 $377K
Wilkins Investment Counsel Inc. 0.05% No change 650 $375K
Innealta Capital, LLC 0.15% Reduce -13.7% 648 $374K
Foster Victor Wealth Advisors, LLC 0.03% Reduce -18.6% 640 $371K
Obsidian Personal Planning Solutions LLC 0.19% No change 649 $371K
Graham Capital Wealth Management, LLC 0.39% New 642 $370K
Carroll Investors, Inc 0.24% New 639 $369K
Beacon Wealthcare LLC 0.15% Add +5.8% 638 $368K
Trinity Financial Advisors LLC 0.16% Reduce -9.5% 608 $368K
Cairn Investment Group, Inc. 0.20% No change 635 $366K
Farmers & Merchants Trust Co of Chambersburg PA 0.14% No change 635 $366K
Westside Investment Management, Inc. 0.08% No change 634 $366K
Synergy Financial Group, LTD 0.35% No change 634 $366K
Lauterbach Financial Advisors, LLC 0.22% No change 633 $365K
TriaGen Wealth Management LLC 0.12% No change 633 $365K
Lewis Asset Management, LLC 0.27% Add +2.9% 631 $364K
Vectors Research Management, LLC 0.11% Reduce -11.3% 627 $362K
American Capital Advisory, LLC 0.21% Add +0.8% 627 $362K
LifeSteps Financial, Inc. 0.28% No change 627 $362K
Invenio Wealth Partners LLC 0.16% Reduce -12.2% 624 $360K
Shum Financial Group, Inc. 0.30% — 621 $360K
Afg Fiduciary Services Limited Partnership 0.24% No change 617 $359K
AIFG Consultants Ltd. 0.27% Reduce -22.2% 620 $358K
Matthew Goff Investment Advisor, LLC 0.07% Add +10.5% 619 $357K
Dohj, LLC 0.08% Add +37.4% 624 $357K
MilWealth Group LLC 0.10% No change 617 $356K
Fortune Financial Advisors, LLC 0.32% No change 616 $355K
Prentice Wealth Management LLC 0.11% Reduce -14.0% 614 $354K
Probity Advisors, Inc. 0.07% No change 613 $354K
Bowman & Co S.C. 0.19% Reduce -10.6% 614 $353K
TKG Advisors, LLC 0.17% New 608 $351K
Harmony Asset Management LLC 0.13% Add +10.6% 608 $351K
Iron Gate Global Advisors LLC 0.05% Add +42.5% 607 $350K
Wills Financial Group, Inc. 0.15% No change 605 $349K
McCollum Christoferson Group LLC 0.10% No change 605 $349K
Kearns & Associates LLC 0.23% No change 605 $349K
Financial Life Advisors 0.13% No change 602 $347K
SevenBridge Financial Group, LLC 0.07% Add +25.5% 576 $347K
Axim Planning & Wealth 0.39% Add +28.8% 600 $346K
Community Bank of Raymore 0.26% No change 600 $346K
Defender Capital, LLC. 0.11% No change 600 $346K
SFG Wealth Management, LLC. 0.18% Reduce -23.6% 600 $346K
Brogan Financial, Inc. 0.20% New 600 $346K
Valued Wealth Advisors LLC 0.22% Add +46.6% 598 $345K
Argus Investors' Counsel, Inc. 0.23% Reduce -19.0% 598 $345K
GoalVest Advisory LLC 0.10% No change 598 $345K
Rosenblum Silverman Sutton S F Inc. 0.09% No change 598 $345K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -9.8% 597 $344K
G&S Capital LLC 0.14% No change 589 $340K
Duncker Streett & Co. Inc. 0.06% No change 588 $339K
EWG Elevate Inc. 0.14% No change 587 $339K
SignalPoint Asset Management, LLC 0.08% No change 589 $338K
Strategic Wealth Investment Group, LLC 0.04% Reduce -53.1% 591 $338K
Park Edge Advisors, LLC 0.10% No change 585 $337K
Eubel Brady & Suttman Asset Management Inc. 0.05% Reduce -70.6% 585 $337K
Cullen Investment Group, LTD. 0.05% Add +50.5% 584 $337K
Letson Investment Management, Inc. 0.13% No change 583 $336K
Cambridge Financial Group, LLC 0.14% No change 583 $336K
Strait & Sound Wealth Management LLC 0.16% Reduce -16.9% 582 $336K
Sterling Investment Advisors, Ltd. 0.09% New 582 $336K
Frazier Financial Advisors, LLC 0.26% Add +3.7% 582 $335K
Farnam Financial LLC 0.37% — 581 $335K
Black Swift Group, LLC 0.07% No change 577 $333K
Capital Management Associates, Inc 0.14% Add +0.2% 576 $332K
Orcam Financial Group 0.32% No change 575 $332K
Buckhead Capital Management LLC 0.10% No change 575 $331K
Abner Herrman & Brock LLC 0.04% Add +2.1% 572 $330K
Eagle Global Advisors LLC 0.02% No change 572 $330K
HRC Wealth Management, LLC 0.21% Add +0.5% 572 $330K
Aspire Wealth Management Corp 0.18% Reduce -3.5% 570 $329K
Matisse Capital 0.16% Reduce -1.4% 569 $328K
Financial Alternatives, Inc 0.23% Reduce -21.1% 566 $326K
Hillcrest Wealth Advisors - NY, LLC 0.16% Add +50.9% 566 $326K
Checchi Capital Advisers, LLC 0.02% Reduce -58.6% 566 $326K
Coastal Bridge Advisors, LLC 0.08% Reduce -5.8% 566 $326K
Schiavi & Co LLC 0.12% Add +33.6% 565 $326K
Alpha Financial Advisors, LLC 0.14% New 560 $323K
WoodTrust Financial Corp 0.05% No change 560 $323K
Highland Financial Advisors, LLC 0.11% New 559 $322K
Greystone Financial Group, LLC 0.06% New 558 $322K
JARISLOWSKY, FRASER Ltd 0.00% Reduce -87.5% 558 $322K
Byrne Asset Management LLC 0.22% New 557 $321K
Dumont & Blake Investment Advisors LLC 0.09% Reduce -53.9% 557 $321K
First Trust Investment Solutions L.P. 0.04% Add +41.1% 556 $321K
Blue Zone Wealth Advisors, LLC 0.10% Add +44.4% 556 $321K
Eaton-Cambridge Inc. 0.15% Reduce -1.8% 554 $320K
IMPACTfolio, LLC 0.16% No change 552 $318K
Buckingham Capital Management, Inc. 0.04% Reduce -25.4% 550 $317K
Capital Planning Advisors, LLC 0.05% No change 548 $316K
Cutter & CO Brokerage, Inc. 0.07% Add +4.2% 548 $316K
D'Orazio & Associates, Inc. 0.04% Add +0.2% 548 $316K
Astoria Portfolio Advisors LLC. 0.11% New 542 $316K
Systematic Alpha Investments, LLC 0.01% No change 544 $314K
Grand Wealth Management, LLC 0.18% Add +46.4% 543 $313K
Acorn Wealth Advisors, LLC 0.13% Reduce -47.3% 542 $313K
LVM Capital Management Ltd. 0.04% No change 571 $312K
Palisade Asset Management, LLC 0.03% Reduce -5.9% 541 $312K
ShoreHaven Wealth Partners, LLC 0.15% Reduce -0.6% 539 $311K
GG Group Ventures, LLC 0.45% Reduce -24.0% 522 $311K
Bright Futures Wealth Management, LLC. 0.15% Reduce -17.0% 533 $310K
Harbour Trust & Investment Management Co 0.04% No change 535 $309K
IMZ Advisory Inc 0.14% Reduce -10.1% 536 $309K
Elevation Capital Advisory, LLC 0.14% New 534 $308K
Pekin Hardy Strauss, Inc. 0.04% Reduce -1.7% 531 $306K
Abacus Wealth Partners, LLC 0.05% Reduce -41.1% 529 $305K
Shayne & Jacobs, LLC 0.08% Reduce -1.1% 527 $304K
Shotwell Rutter Baer Inc 0.25% No change 528 $304K
Revere Asset Management, Inc 0.24% New 524 $302K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Reduce -0.8% 523 $302K
American Money Management, LLC 0.06% Add +4.6% 523 $302K
Riverview Capital Advisers, LLC 0.09% No change 522 $301K
Rooted Wealth Advisors, Inc. 0.13% Reduce -45.1% 524 $299K
Hiley Hunt Wealth Management 0.17% Add +0.4% 518 $299K
Hills Bank & Trust Co 0.02% Reduce -8.3% 518 $299K
Pegasus Asset Management, Inc. 0.09% No change 516 $298K
Altrius Capital Management Inc 0.07% Reduce -28.6% 514 $297K
TFG Advisers LLC 0.11% Reduce -1.0% 512 $295K
Vienna Asset Management LLC 0.22% Add +0.4% 511 $295K
Intrepid Capital Management Inc. 0.16% Reduce -7.4% 511 $295K
High Net Worth Advisory Group LLC 0.08% Add +2.8% 509 $294K
Horizon Investment Services, LLC 0.13% No change 508 $293K
Keeler & Nadler Financial Planning & Wealth Management 0.14% Add +0.4% 508 $293K
Warther Private Wealth, LLC 0.10% No change 507 $292K
Quattro Financial Advisors LLC 0.08% No change 498 $292K
Stonehearth Capital Management, LLC 0.12% No change 506 $292K
Yousif Capital Management, LLC 0.00% No change 505 $291K
Schulhoff & Co. Inc. 0.12% No change 502 $290K
Exchange Bank 0.24% Reduce -3.7% 500 $288K
Legacy Bridge, LLC 0.16% No change 500 $288K
Belmont Capital, LLC 0.05% No change 500 $288K
Gordian Advisors LLC 0.23% Add +0.2% 500 $288K
One Charles Private Wealth Services, LLC 0.11% Add +6.0% 493 $284K
Ranch Capital Advisors Inc. 0.13% Add +0.2% 490 $283K
Asset Advisors Investment Management, LLC 0.03% No change 490 $283K
Walker Financial Services, Inc. 0.19% No change 489 $282K
Bell & Brown Wealth Advisors, LLC 0.11% New 488 $281K
Verde Capital Management 0.08% Reduce -1.4% 488 $281K
Sterling Capital Management LLC 0.00% — 487 $281K
Xcel Wealth Management, LLC 0.08% Reduce -7.1% 486 $281K
Citizens & Northern Corp. 0.08% No change 485 $280K
First Fiduciary Investment Counsel, Inc. 0.06% Add +0.4% 483 $279K
Taurus Asset Management, LLC 0.03% Reduce -17.1% 483 $279K
Alexander Labrunerie & Co., Inc. 0.13% No change 482 $278K
Kathmere Capital Management, LLC 0.03% No change 481 $277K
Ramsay, Stattman, Vela & Price, Inc. 0.05% Reduce -13.2% 480 $277K
Stablepoint Partners, LLC 0.05% No change 479 $276K
Yardley Wealth Management LLC 0.16% — 478 $276K
Sloy Dahl & Holst, LLC 0.05% Add +1.1% 478 $276K
Tradewinds Capital Management, LLC 0.07% Add +5.3% 478 $276K
IPG Investment Advisors LLC 0.06% Add +10.9% 477 $275K
Slocum, Gordon & Co LLP 0.11% No change 474 $273K
Reliant Wealth Planning 0.12% New 473 $273K
Braun-Bostich & Associates Inc. 0.19% Reduce -3.3% 468 $270K
HT Partners LLC 0.10% No change 468 $270K
McDonough Capital Management, Inc 0.19% No change 466 $269K
First National Bank Sioux Falls 0.12% No change 465 $268K
Greenline Partners, LLC 0.04% Add +1.1% 465 $268K
Maltin Wealth Management, Inc. 0.13% Add +0.4% 465 $268K
First Wilshire Securities Management Inc. 0.08% No change 464 $268K
Compass Financial Group, INC 0.05% Add +18.2% 461 $266K
Sterling Financial Group, Inc. 0.11% No change 460 $265K
Peregrine Asset Advisers, Inc. 0.09% No change 458 $264K
Canton Hathaway, LLC 0.07% No change 453 $261K
Thrive Capital Management, LLC 0.12% Reduce -24.5% 453 $261K
Oxbow Advisors, LLC 0.03% No change 452 $261K
Cedar Point Capital Partners, LLC 0.18% No change 451 $260K
Old North State Trust, LLC 0.21% No change 450 $260K
Ellerson Group Inc. 0.20% Add +20.0% 450 $260K
Breakwater Investment Management 0.11% No change 449 $259K
Terra Nova Asset Management LLC 0.19% Add +0.5% 447 $258K
Tucker Asset Management LLC 0.06% Reduce -57.9% 443 $256K
Rosenberg Matthew Hamilton 0.07% Reduce -14.0% 442 $255K
CarsonAllaria Wealth Management, Ltd. 0.15% Add +0.2% 441 $255K
Benchmark Investment Advisors LLC 0.18% Reduce -1.6% 441 $254K
Heritage Wealth Management, Inc. 0.23% No change 436 $251K
Crumly & Associates Inc. 0.07% New 435 $251K
Knollwood Investment Advisory, LLC 0.03% Add +10.4% 435 $251K
Family Investment Center, Inc. 0.06% No change 434 $250K
Pacific Sage Partners, LLC 0.06% No change 433 $250K
Financial Planning & Information Services, Inc. 0.03% No change 433 $250K
Alhambra Investment Management LLC 0.13% No change 431 $249K
Addison Capital Co 0.10% Reduce -12.9% 431 $249K
LaFleur & Godfrey LLC 0.03% Add +0.2% 430 $248K
Chilton Investment Co. Inc. 0.01% No change 428 $247K
Fayez Sarofim & Co 0.00% Add +1.9% 427 $246K
Delos Wealth Advisors, LLC 0.21% Add +1.4% 424 $245K
Mach-1 Financial Group, LLC 0.15% New 421 $243K
American Planning Services, Inc. 0.19% No change 421 $243K
First Citizens Financial Corp 0.13% No change 421 $243K
Providence First Trust Co 0.10% New 420 $242K
Elevatus Welath Management 0.08% Reduce -3.0% 420 $242K
CWC Advisors, LLC. 0.24% — 419 $242K
Leading Edge Financial Planning LLC 0.08% Add +9.2% 417 $241K
Myecfo, LLC 0.13% Add +6.4% 416 $240K
Advocate Group LLC 0.04% No change 415 $239K
Heritage Investors Management Corp. 0.01% New 415 $239K
Strategic Investment Management, LLC 0.25% Reduce -98.7% 412 $238K
Marmo Financial Group, LLC 0.13% No change 412 $238K
Hillman Capital Management, Inc. 0.08% No change 412 $238K
Constant Guidance Financial LLC 0.20% Reduce -5.0% 497 $237K
IFG Advisors, LLC 0.05% New 411 $237K
CJM Wealth Advisers, Ltd. 0.08% Add +2.8% 409 $236K
BancFirst Trust & Investment Management 0.08% Reduce -44.1% 409 $235K
Opes Wealth Management LLC 0.04% No change 406 $234K
NBW Capital LLC 0.04% Reduce -0.3% 406 $234K
Kintra Wealth, LLC 0.16% Add +0.5% 406 $234K
Provident Wealth Management, LLC 0.08% Reduce -0.7% 404 $233K
Old North State Wealth Management, LLC 0.13% Add +9.2% 402 $233K
Meredith Wealth Planning 0.11% Add +0.5% 403 $232K
Battery Global Advisors, LLC 0.13% Reduce -94.8% 402 $232K
Aull & Monroe Investment Management Corp 0.11% No change 400 $231K
Abich Financial Wealth Management LLC 0.52% Add +167.8% 399 $230K
Horizon Advisory Services, Inc. 0.10% Add +2.0% 399 $230K
Silverlake Wealth Management LLC 0.09% Reduce -10.3% 399 $230K
RFG Holdings, Inc. 0.08% No change 397 $230K
Dock Street Asset Management Inc. 0.03% No change 397 $229K
Vaughan Nelson Investment Management, L.P. 0.00% No change 395 $228K
Clear Point Advisors Inc. 0.18% Add +0.3% 395 $228K
Leelyn Smith, LLC 0.04% No change 395 $228K
Empire Financial Management Company, LLC 0.07% No change 393 $227K
Dean, Jacobson Financial Services, LLC 0.17% No change 392 $226K
Anchor Investment Management, LLC 0.02% No change 392 $226K
One Wealth Map LLC 0.13% No change 388 $226K
Baskin Financial Services Inc. 0.02% No change 390 $225K
Stordahl Capital Management, Inc. 0.05% No change 392 $224K
Red Mountain Financial, LLC 0.24% Add +0.3% 387 $223K
Running Point Capital Advisors, LLC 0.09% Reduce -19.9% 387 $223K
Kirtland Hills Capital Management, LLC 0.12% No change 387 $223K
Planning Capital Management Corp 0.15% No change 382 $220K
Global Trust Asset Management, LLC 0.08% Add +0.8% 382 $220K
Professional Financial Advisors, LLC 0.06% New 381 $220K
ELCO Management Co., LLC 0.12% Reduce -5.0% 379 $219K
Dunhill Financial, LLC 0.11% Add +55.1% 377 $217K
360 Financial, Inc. 0.08% New 375 $216K
EnRich Financial Partners LLC 0.07% Reduce -26.5% 375 $216K
Duncan Williams Asset Management, LLC 0.12% Reduce -13.8% 374 $216K
Thompson Davis & Co., Inc. 0.16% Reduce -6.3% 374 $216K
Kinloch Capital, LLC 0.10% No change 374 $216K
Fulcrum Equity Management 0.18% New 373 $215K
Elser Financial Planning, Inc 0.31% Add +1.6% 373 $215K
Dividend Assets Capital, LLC 0.04% Add +0.8% 371 $214K
Paragon Financial Partners, Inc. 0.16% No change 370 $213K
United Asset Strategies, Inc. 0.02% Reduce -8.9% 370 $213K
Hyperion Partners, LLC 0.14% New 369 $213K
Hartford Funds Management Co LLC 0.02% Reduce -45.5% 368 $213K
Abbot Financial Management, Inc. 0.11% No change 368 $212K
Blue Barn Wealth, LLC 0.11% New 368 $212K
Dopkins Wealth Management, LLC 0.17% Reduce -5.9% 367 $212K
Powell Investment Advisors, LLC 0.10% No change 367 $212K
Adamsbrown Wealth Consultants LLC 0.07% New 367 $212K
Opinicus Capital, Inc. 0.17% New 367 $211K
Patrick M Sweeney & Associates, Inc. 0.15% New 365 $211K
One Plus One Wealth Management, LLC 0.12% Reduce -6.4% 365 $211K
AJ Advisors, LLC 0.11% New 365 $210K
Sendero Wealth Management, LLC 0.03% New 364 $210K
Midwest Financial Group LLC 0.12% New 363 $209K
Tilia Fiduciary Partners, Inc. 0.14% New 361 $208K
Carmel Capital Partners, LLC 0.08% New 360 $208K
New Harbor Financial Group, LLC 0.06% Reduce -45.5% 360 $207K
MWA Asset Management 0.14% New 359 $207K
Rise Advisors, LLC 0.10% Add +0.8% 356 $206K
Aft, Forsyth & Company, Inc. 0.10% New 355 $205K
Valtinson Bruner Financial Planning LLC 0.07% New 353 $204K
Visionary Horizons, LLC 0.14% New 353 $204K
Hurlow Wealth Management Group, Inc. 0.06% New 352 $203K
Sensible Financial Planning & Management, LLC. 0.04% New 352 $203K
Shira Ridge Wealth Management 0.10% New 351 $203K
Rainey & Randall Wealth Advisors Inc. 0.04% New 351 $202K
NDVR, Inc. 0.21% New 352 $202K
Brewster Financial Planning LLC 0.16% New 350 $202K
Blue Square Asset Management, LLC 0.11% New 350 $202K
Cannon Advisors, Inc. 0.16% — 351 $201K
EPIQ Capital Group, LLC 0.06% New 347 $200K
Blume Capital Management, Inc. 0.05% Add +38.4% 346 $200K
First Pacific Financial 0.05% Reduce -23.8% 346 $199K
Riggs Asset Managment Co. Inc. 0.05% No change 341 $197K
Main Management LLC 0.02% Add +43.0% 336 $194K
Financial Connections Group, Inc. 0.09% No change 331 $190K
Blue Chip Partners, LLC 0.02% No change 323 $186K
Clarity Asset Management, Inc. 0.13% Add +9.3% 319 $184K
Capital Investment Counsel, Inc 0.03% Reduce -37.0% 315 $182K
Morton Brown Family Wealth, LLC 0.06% Reduce -16.6% 311 $179K
Pacific Capital Wealth Advisors, Inc. 0.03% No change 311 $179K
Semmax Financial Advisors Inc. 0.05% Reduce -9.8% 296 $178K
MTM Investment Management, LLC 0.07% No change 308 $177K
Integrity Financial Corp 0.10% No change 302 $174K
AllSquare Wealth Management LLC 0.10% No change 301 $174K
Evergreen Private Wealth LLC 0.08% No change 301 $174K
Aberdeen Wealth Management LLC 0.11% No change 300 $173K
Balefire, LLC 0.06% Add +253.8% 283 $163K
Anfield Capital Management, LLC 0.06% No change 283 $163K
Stuart Chaussee & Associates, Inc. 0.04% No change 282 $163K
Perkins Coie Trust Co 0.03% No change 273 $157K
Studio Investment Management LLC 0.03% New 269 $155K
DecisionPoint Financial, LLC 0.05% No change 268 $155K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 262 $151K
LFA - Lugano Financial Advisors SA 0.10% No change 257 $148K
Wolff Wiese Magana LLC 0.10% No change 252 $145K
Mill Capital Management, LLC 0.01% No change 250 $144K
Kozak & Associates, Inc. 0.03% Add +38.9% 243 $142K
Weaver Capital Management LLC 0.04% Add +0.4% 240 $138K
Financial Freedom, LLC 0.07% No change 214 $124K
Bell Investment Advisors, Inc 0.02% Reduce -9.4% 211 $122K
Cetera Trust Company, N.A 0.07% No change 210 $121K
Mfa Wealth Advisors, LLC 0.03% Reduce -9.1% 199 $115K
Costello Asset Management, INC 0.08% No change 199 $115K
Kopp Family Office, LLC 0.07% No change 197 $114K
Albion Financial Group 0.01% Reduce -76.3% 197 $114K
M&R Capital Management Inc. 0.02% No change 188 $108K
Friedenthal Financial 0.06% Add +14.9% 185 $107K
Bellevue Asset Management, LLC 0.05% No change 185 $107K
Rice Partnership, LLC 0.02% No change 184 $106K
Beach Investment Counsel Inc. 0.01% No change 175 $101K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 171 $99K
Elevate Wealth Advisory, Inc. 0.07% No change 171 $99K
Legacy Investment Solutions, LLC 0.06% — 163 $98K
Legacy Wealth Managment, LLC 0.06% — 163 $98K
Robinswood Financial LLC 0.04% Add +7.8% 166 $96K
Kiely Wealth Advisory Group, Inc. 0.06% No change 159 $96K
Ransom Advisory, Ltd 0.04% No change 160 $92K
Atticus Wealth Management, LLC 0.03% Add +14.2% 153 $88K
Perritt Capital Management Inc 0.04% Add +0.7% 147 $85K
Chesapeake Asset Management LLC 0.07% New 145 $84K
Aviso Financial Inc. 0.00% No change 140 $81K
Olistico Wealth, LLC 0.05% New 139 $80K
Game Plan Financial Advisors, LLC 0.04% No change 139 $80K
WFA Asset Management Corp 0.04% Reduce -31.8% 129 $75K
Syntrinsic LLC 0.02% Add +320.0% 126 $73K
Marquette Asset Management, LLC 0.01% Add +101.6% 125 $72K
Reston Wealth Management LLC 0.03% New 123 $71K
Peoples Bank 0.05% New 121 $70K
Adirondack Trust Co. 0.03% No change 121 $70K
Fairfield Financial Advisors, LTD 0.02% Reduce -7.1% 117 $67K
First Financial Corp. 0.03% No change 116 $67K
Evolution Advisers, Inc. 0.04% No change 114 $65K
PrairieView Partners, LLC 0.01% No change 113 $65K
Godsey & Gibb, Inc. 0.01% No change 110 $63K
Loomis Sayles & Co. L P 0.00% New 110 $63K
Hartford Financial Management Inc. 0.01% No change 107 $62K
Elevation Wealth Partners, LLC 0.03% No change 105 $61K
Proffitt & Goodson Inc. 0.01% No change 103 $59K
Christopher J. Hasenberg, Inc 0.02% Add +65.6% 101 $58K
Knuff & Co LLC 0.02% No change 100 $58K
Thompson Investment Management, Inc. 0.01% Add +35.2% 96 $55K
Brown, Lisle/Cummings, Inc. 0.02% No change 94 $54K
Horizon Bancorp Inc. 0.03% No change 94 $54K
Claris Advisors, LLC / Mo / 0.02% New 93 $53K
Lowe Wealth Advisors, LLC 0.02% No change 90 $52K
Rakuten Securities, Inc. 0.02% Reduce -79.1% 85 $49K
IMA Advisory Services, Inc. 0.01% New 83 $48K
Your Advocates Ltd., LLP 0.02% Reduce -33.6% 81 $47K
LRI Investments, LLC 0.00% Reduce -25.7% 78 $47K
Peterson Financial Group, Inc. 0.18% New 80 $46K
Covestor Ltd 0.03% Add +1.3% 80 $46K
McClarren Financial Advisors, Inc. 0.01% Reduce -72.8% 3,421 $46K
Private Wealth Management Group, LLC 0.02% Reduce -3.8% 77 $44K
Brooklyn Investment Group 0.01% New 73 $42K
Hoey Investments, Inc. 0.01% No change 76 $42K
Kennebec Savings Bank 0.04% — 69 $40K
Dynamic Wealth Strategies, LLC 0.03% No change 67 $39K
Cedar Wealth Management, LLC 0.01% Add +139.3% 67 $39K
Uncommon Cents Investing LLC 0.01% New 64 $37K
Burkett Financial Services, LLC 0.02% No change 63 $36K
Sittner & Nelson, LLC 0.02% No change 63 $36K
Eukles Asset Management 0.01% No change 59 $34K
Birchbrook, Inc. 0.02% No change 58 $33K
Safe Harbor Fiduciary, LLC 0.03% — 57 $33K
Pflug Koory, LLC 0.00% — 53 $31K
Flaharty Asset Management, LLC 0.00% New 50 $29K
Tower View Wealth Management LLC 0.01% No change 43 $25K
1620 Investment Advisors, Inc. 0.02% Reduce -34.9% 43 $25K
Birch Capital Management, LLC 0.01% No change 40 $23K
Morse Asset Management, Inc 0.01% New 40 $23K
Citizens National Bank Trust Department 0.00% No change 40 $23K
DB Fitzpatrick & Co, Inc 0.02% Reduce -26.0% 37 $21K
GS Investments, Inc. 0.01% No change 33 $19K
Sawyer & Company, Inc 0.01% New 32 $18K
Arrow Financial Corp 0.00% No change 31 $18K
Windsor Advisory Group, LLC 0.02% New 25 $14K
WealthCollab, LLC 0.01% No change 24 $14K
Punch & Associates Investment Management, Inc. 0.00% No change 23 $13K
POM Investment Strategies, LLC 0.01% Reduce -85.8% 21 $12K
WestEnd Advisors, LLC 0.00% Add +1600.0% 17 $10K
Gables Capital Management Inc. 0.00% Add +33.3% 16 $9K
Western Pacific Wealth Management, LP 0.01% No change 13 $8K
Maryland Capital Advisors Inc. 0.00% No change 11 $6K
Goodman Advisory Group, LLC 0.00% New 7 $4K
Sanctuary Wealth Management, L.L.C. 0.00% Reduce -91.7% 5 $3K
Alaska Wealth Advisors, LLC 0.00% No change 5 $3K
Pathway Financial Advisers, LLC 0.00% Reduce -25.0% 3 $2K
Peterson Wealth Services 0.00% New 3 $2K
Winch Advisory Services, LLC 0.00% New 1 $579

"% of holder's portfolio" is IVV's weight in each manager's 13F, not the share of iShares Core S&P 500 ETF the manager owns.