iShares Core S&P 500 ETFIVVETF

13F holders, Q2 2025 (June 30)
3,624holders +52
133new positions
84sold out
9famous investors
$619.06avg. 13F price*

At the end of Q2 2025, 3,624 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 52 from Q1 2025. 133 opened new positions and 84 sold out. The largest holders were BlackRock, Inc. ($44.1B), Northwestern Mutual Wealth Management Co. ($20.2B) and Envestnet Asset Management Inc. ($17.6B). 9 famous investors held it, including Ray Dalio (5.8% of Bridgewater Associates's portfolio), Israel Englander (3.6% of Millennium Management's portfolio) and Joel Greenblatt (1.0% of Gotham Asset 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions133$624.3M
Exits84$7.0B

All 13F filers, Q1 2025 → Q2 2025: 32,891,978 shares bought and 78,961,912 shares sold, net −46,069,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,624 holders

BlackRock, Inc. 0.85% Reduce -0.7% 71,087,025 $44.1B
Northwestern Mutual Wealth Management Co. 14.70% Add +3.8% 32,488,472 $20.2B
Envestnet Asset Management Inc. 5.14% Reduce -20.5% 28,368,848 $17.6B
JPMorgan Chase & Co. 1.21% Add +18.3% 28,271,587 $17.6B
Morgan Stanley 1.00% Reduce -6.1% 24,758,410 $15.4B
Creative Planning 11.79% Add +1.8% 22,229,974 $13.8B
Marshall Wace, LLP 15.94% Reduce -9.6% 21,422,379 $13.3B
Bank of America Corp. 1.07% Reduce -15.8% 21,308,219 $13.2B
Wells Fargo & Company 2.43% Reduce -0.3% 17,705,487 $11.0B
Jones Financial Companies LLLP 7.77% Add +16.2% 16,600,491 $10.3B
PNC Financial Services Group, Inc. 6.15% Add +0.7% 15,375,370 $9.5B
Bank of New York Mellon Corp 1.57% Reduce -1.0% 13,350,287 $8.3B
Royal Bank of Canada 1.61% Add +1.5% 13,311,281 $8.3B
Goldman Sachs Group Inc. 1.09% Reduce -4.4% 10,828,048 $6.7B
First Command Advisory Services, Inc. 53.47% Add +0.6% 10,004,720 $6.2B
LPL Financial LLC 1.93% Reduce -12.0% 9,316,636 $5.8B
Northern Trust Corp. 0.71% Add +3.8% 8,318,019 $5.2B
Ameriprise Financial Inc. 1.22% Add +4.8% 7,918,142 $4.9B
Capula Management Ltd 58.39% Reduce -50.2% 7,658,145 $4.8B
Nisa Investment Advisors, LLC 21.43% Add +16.1% 7,654,221 $4.8B
Squarepoint Ops LLC 10.47% Add +7.5% 7,647,923 $4.7B
CI Investments Inc. 16.96% No change 7,277,282 $4.5B
Truist Financial Corp. 6.32% Reduce -2.5% 6,942,139 $4.3B
Wealth Enhancement Advisory Services, LLC 6.72% Add +2.6% 6,456,904 $4.1B
Millennium Management 3.61% Reduce -32.5% 6,281,763 $3.9B
FMR LLC 0.21% Reduce -2.4% 5,965,861 $3.7B
US Bancorp \de 4.61% Reduce -3.4% 5,894,564 $3.7B
Wealthspire Advisors, LLC 18.17% Add +0.4% 5,206,372 $3.2B
Prudential Financial Inc. 4.08% Reduce -45.0% 5,084,700 $3.2B
Alliancebernstein L.P. 1.03% Reduce -5.5% 5,077,582 $3.2B
Mariner, LLC 4.44% Add +3.9% 4,959,031 $3.1B
Alberta Investment Management Corp 24.55% Reduce -7.6% 4,657,830 $2.9B
Alyeska Investment Group, L.P. 10.26% Add +4.7% 4,653,980 $2.9B
Raymond James Financial Inc. 0.90% Add +0.6% 4,217,885 $2.6B
National Pension Service 2.21% No change 4,119,355 $2.6B
Captrust Financial Advisors 5.38% Add +5.5% 3,878,929 $2.4B
Corient Private Wealth LP 3.20% Reduce -41.4% 3,018,571 $2.4B
National Mutual Insurance Federation of Agricultural Cooperatives 18.00% No change 3,581,847 $2.2B
Kedalion Capital Management LLP 79.77% Add +28.9% 3,296,000 $2.0B
Asset Management One Co., Ltd. 6.28% Add +0.4% 3,223,672 $2.0B
Michael & Susan Dell Foundation 84.75% Add +4.9% 3,145,697 $2.0B
BNP Paribas Financial Markets 1.54% Add +43.9% 3,128,104 $1.9B
UBS Group AG 0.40% Reduce -18.7% 3,100,486 $1.9B
Envestnet Portfolio Solutions, Inc. 6.91% Reduce -24.3% 3,024,929 $1.9B
Keybank National Association 6.90% Add +11.4% 2,986,888 $1.9B
Commonwealth Equity Services, LLC 2.34% Reduce -3.5% 2,855,635 $1.8B
Bank of Montreal 0.85% Reduce -63.8% 2,683,942 $1.7B
Choate Investment Advisors 35.81% Reduce -3.7% 2,659,916 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 3.27% Add +1.8% 2,605,215 $1.6B
HighTower Advisors, LLC 2.00% Add +0.2% 2,567,597 $1.6B
Bridgewater Associates 5.78% Add +6.2% 2,309,750 $1.4B
Pathstone Holdings, LLC 5.56% Add +7.3% 2,371,939 $1.4B
Cerity Partners LLC 2.51% Add +9.5% 2,264,625 $1.4B
AIA Group Ltd 30.23% Reduce -0.3% 2,239,117 $1.4B
MKP Capital Management, L.L.C. 69.95% Add +21.2% 2,193,357 $1.4B
Greenleaf Trust 11.26% Add +3.4% 2,051,529 $1.3B
Cresset Asset Management, LLC 6.19% Reduce -6.1% 1,991,033 $1.2B
MML Investors Services, LLC 3.55% Reduce -14.8% 1,982,044 $1.2B
Jasper Ridge Partners, L.P. 29.40% Add +25.8% 1,892,497 $1.2B
Cetera Investment Advisers 1.94% Reduce -14.6% 1,851,613 $1.1B
Avantax Advisory Services, Inc. 6.29% Reduce -1.3% 1,842,537 $1.1B
Neuberger Berman Group LLC 0.84% Add +12.8% 1,752,832 $1.1B
MAI Capital Management 7.43% Add +5.0% 1,724,153 $1.1B
Osaic Holdings, Inc. 1.90% Add +5.3% 1,721,592 $1.1B
Fifth Third Bancorp 3.62% Reduce -0.2% 1,685,482 $1.0B
Allianz SE 23.24% Add +3.4% 1,584,282 $983.7M
Barings LLC 23.44% Reduce -0.9% 1,585,258 $978.8M
Fiduciary Trust Co 12.03% Reduce -0.4% 1,574,671 $977.7M
Northwestern Mutual Investment Management Company, LLC 14.93% Reduce -4.8% 1,562,400 $970.1M
Fund Evaluation Group, LLC 36.71% Reduce -10.7% 1,529,303 $949.5M
Municipal Employees' Retirement System of Michigan 11.07% Add +2.1% 1,481,662 $920.0M
Brown Advisory Inc. 1.11% Add +6.8% 1,363,678 $846.7M
Korea Investment CORP 1.87% Add +15.5% 1,354,136 $840.8M
Alaska Permanent Fund Corp 49.65% Add +42.6% 1,318,000 $836.8M
Johnson Investment Counsel Inc. 7.49% Add +1.8% 1,342,450 $833.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.17% Reduce -6.5% 1,328,806 $825.1M
M&T Bank Corp 2.83% Reduce -2.8% 1,326,911 $823.9M
Alesco Advisors, LLC, An ESL Co 23.64% Add +1.8% 1,323,861 $822.0M
Janney Montgomery Scott LLC 2.05% Reduce -18.5% 1,265,421 $785.7M
Nearwater Capital Markets, Ltd 12.42% Add +25.0% 1,250,000 $776.1M
National Philanthropic Trust 10.37% Add +0.4% 1,247,572 $774.6M
Cwm, LLC 2.69% Reduce -31.9% 1,228,919 $763.0M
Flputnam Investment Management Co. 12.54% Add +1.8% 1,175,676 $730.0M
Japan Science & Technology Agency 11.54% No change 1,170,800 $726.9M
Bank of Nova Scotia 1.49% Add +68.8% 1,166,227 $724.1M
Constellation Investments, Inc. 33.16% Reduce -1.7% 1,155,019 $717.2M
Provida Pension Fund Administrator 12.95% Add +47.9% 1,151,861 $715.2M
FIL Ltd 0.61% Reduce -12.6% 1,139,532 $707.5M
Regions Financial Corp. 4.81% Add +4.0% 1,124,018 $697.9M
Simplify Asset Management Inc. 41.89% Reduce -7.5% 1,113,386 $691.3M
Eisler Capital Management Ltd. 23.75% Add +34.1% 1,112,500 $690.6M
Waverly Advisors, LLC 7.53% Add +7.7% 1,105,028 $686.1M
UNC Management Company, Inc. 76.73% Reduce -19.1% 1,078,791 $669.8M
Johnson Financial Group, Inc. 30.09% Add +2.6% 1,076,986 $668.7M
Macquarie Group Ltd. 0.80% Add +351667.7% 1,044,750 $648.7M
Bessemer Group Inc. 1.01% Add +1.3% 1,005,552 $624.3M
Cambridge Investment Research Advisors, Inc. 1.88% Reduce -3.2% 997,173 $619.1M
Capstone Investment Advisors, LLC 6.17% Add +0.3% 959,240 $595.6M
Comerica Bank 2.29% Reduce -2.7% 951,625 $590.9M
Schroder Investment Management Group 0.50% Reduce -19.8% 952,899 $588.4M
Nationwide Fund Advisors 32.90% Add +24.4% 946,508 $587.7M
Brown Brothers Harriman & Co. 3.70% Reduce -0.9% 927,199 $575.7M
Assetmark, Inc. 1.33% Add +774.9% 907,365 $563.4M
Franklin Resources Inc. 0.15% Reduce -4.5% 906,504 $562.9M
United Capital Financial Advisors, LLC 4.30% Reduce -13.1% 856,197 $531.6M
Park Avenue Securities LLC 4.86% Reduce -41.3% 851,043 $528.4M
Principal Financial Group Inc. 0.27% Reduce -62.9% 831,454 $516.2M
Rockefeller Capital Management L.P. 1.13% Add +0.9% 819,186 $516.1M
CHURCHILL MANAGEMENT Corp 5.57% Add +0.4% 826,375 $513.1M
SG Americas Securities, LLC 2.29% Reduce -67.0% 825,900 $512.8M
Partners Capital Investment Group, LLP 20.46% Reduce -61.0% 815,096 $506.1M
Public Employees Retirement System of Ohio 1.69% Reduce -58.3% 809,800 $502.8M
Allianz Asset Management GmbH 0.66% Add +995.1% 799,991 $496.7M
Focus Partners Wealth 1.07% Add +22.8% 797,865 $495.4M
Baird Financial Group, Inc. 0.86% Reduce -0.5% 788,969 $489.9M
Leith Wheeler Investment Counsel Ltd. 33.53% Reduce -1.0% 759,132 $471.3M
Coldstream Capital Management Inc. 7.56% Reduce -2.7% 743,974 $461.9M
Dynasty Wealth Management, LLC 7.81% Reduce -11.1% 737,774 $458.1M
Circle Wealth Management, LLC 10.14% Add +0.0% 734,726 $456.2M
Kestra Advisory Services, LLC 2.22% Add +16.7% 733,125 $455.2M
Parallel Advisors, LLC 9.09% Add +4.6% 731,911 $454.4M
Swan Global Investments, LLC 20.92% Reduce -2.4% 727,636 $451.8M
HSBC Holdings PLC 0.28% Add +116.3% 707,795 $439.2M
Mercer Global Advisors Inc. 0.95% Add +8.1% 682,371 $423.7M
CKW Financial Group 47.66% Reduce -0.5% 667,694 $414.4M
UMB Bank, n.a. 6.40% Add +7.9% 661,367 $410.6M
Main Management Fund Advisors LLC 48.71% Add +8.8% 657,900 $408.5M
Sigma Investment Counselors Inc. 22.46% Add +2.5% 657,292 $408.1M
Heritage Wealth Advisors 19.38% Reduce -1.1% 657,131 $408.0M
Stifel Financial Corp. 0.40% Reduce -10.9% 656,358 $407.5M
Freestone Capital Holdings, LLC 13.77% Add +2.8% 652,262 $405.0M
NewEdge Advisors, LLC 2.08% Reduce -20.3% 650,508 $403.9M
Nissay Asset Management Corp. /Japan 2.36% No change 650,447 $403.9M
Truepoint, Inc. 10.02% Add +3.4% 648,367 $402.6M
Tiaa Trust, National Association 1.05% Reduce -15.6% 646,928 $401.7M
Evoke Wealth, LLC 9.36% Add +2.1% 642,945 $399.2M
Tidal Investments LLC 2.56% Reduce -7.4% 630,541 $391.5M
Aspiriant, LLC 12.33% Add +7.0% 624,720 $387.9M
Equitable Holdings, Inc. 3.20% Add +0.0% 624,312 $387.6M
Matson Money. Inc. 13.34% No change 620,081 $385.0M
Avidian Wealth Enterprises, LLC 15.31% Add +5.7% 606,257 $376.4M
Cahaba Wealth Management, Inc. 29.13% Reduce -3.7% 603,722 $374.9M
Genworth Financial Inc 91.61% No change 601,470 $373.5M
&partners 2.85% Add +11.8% 597,818 $371.8M
Investment Management Corp of Ontario 5.38% Add +6.8% 594,670 $369.2M
Allspring Global Investments Holdings, LLC 0.62% Reduce -8.5% 593,205 $368.2M
Manufacturers Life Insurance Company, The 0.33% Add +127.6% 585,855 $363.8M
Quotient Wealth Partners, LLC 10.60% Add +1.8% 580,421 $360.4M
Two Sigma Investments, LP 0.66% Add +1.0% 564,700 $350.6M
Farther Finance Advisors, LLC 6.89% Add +38.2% 553,894 $343.9M
Mirae Asset Global Investments Co., Ltd. 1.19% Reduce -39.1% 551,344 $342.3M
OP Asset Management Ltd 4.98% No change 545,343 $338.6M
Ritholtz Wealth Management 7.32% Add +50.3% 533,959 $331.5M
Orgel Wealth Management, LLC 7.99% Add +9.5% 533,783 $331.4M
Legacy Wealth Management, LLC 20.47% Add +4.4% 530,045 $329.1M
Moneta Group Investment Advisors LLC 3.90% Add +6.4% 527,554 $327.6M
Charter Oak Capital Management, LLC 27.50% Add +0.7% 524,408 $325.6M
Vantagepoint Investment Advisers LLC 32.64% Add +213.9% 524,120 $325.4M
Bank of Finland 21.04% Add +0.3% 518,743 $322.1M
Journey Strategic Wealth LLC 10.35% Reduce -2.1% 513,539 $318.9M
Teacher Retirement System of Texas 1.33% Reduce -80.2% 511,779 $317.8M
Klingman & Associates, LLC 17.52% Reduce -3.3% 511,769 $317.8M
Fort Washington Investment Advisors Inc. 1.82% Add +4.9% 509,816 $316.5M
Susquehanna International Group, LLP 0.48% Add +425.9% 507,512 $315.1M
Halbert Hargrove Global Advisors, LLC 16.22% Reduce -0.3% 497,168 $308.7M
SummitTX Capital, L.P. 13.43% Reduce -1.8% 491,000 $304.9M
Wellspring Financial Advisors, LLC 27.13% Add +1.7% 490,952 $304.8M
Ally Invest Advisors Inc. 23.31% Add +2.7% 481,691 $299.1M
NorthCoast Asset Management LLC 1.27% Add +9.0% 477,811 $296.7M
Sun Life Financial Inc. 15.77% No change 464,479 $288.4M
Fifth Third Wealth Advisors LLC 12.08% Add +7.3% 463,694 $287.9M
GR Financial Group, LLC 70.26% Reduce -9.5% 462,829 $287.4M
Traphagen Investment Advisors LLC 26.81% Add +7.1% 455,887 $283.1M
State Street Corp. 0.01% Reduce -3.9% 454,256 $282.0M
Norinchukin Bank, The 4.15% No change 448,980 $278.8M
Adventist Health System Sunbelt Healthcare Corp. 21.27% Reduce -65.1% 445,254 $276.5M
Haverford Trust Co 2.59% Add +9.6% 439,841 $273.1M
Blair William & Co. 0.75% Add +4.5% 436,143 $270.8M
LBMC Investment Advisors, LLC 19.31% Reduce -0.4% 436,014 $270.7M
Clearstead Advisors, LLC 3.80% Reduce -1.3% 435,763 $270.6M
WealthNavi Inc. 2.69% Add +18.8% 430,497 $267.3M
Mitsubishi UFJ Trust & Banking Corp 0.61% Reduce -6.2% 427,272 $265.3M
Citizens Financial Group Inc. 4.25% Reduce -0.2% 426,282 $264.7M
Steward Partners Investment Advisory, LLC 2.07% Add +6.5% 426,028 $264.5M
CIBC Private Wealth Group LLC 0.47% Reduce -0.9% 425,390 $264.1M
Whittier Trust Co. 3.17% Add +1.4% 423,847 $263.2M
Planning Alternatives Ltd. 36.30% Add +0.5% 420,164 $260.9M
Fragasso Financial Advisors Inc 17.38% Add +1.5% 415,027 $257.7M
Toews Corp. 37.14% Add +31.5% 410,940 $255.2M
Lido Advisors, LLC 1.35% Reduce -2.0% 409,878 $254.5M
AE Wealth Management LLC 1.83% Add +20.8% 403,627 $250.6M
Wealthspire Retirement, LLC 16.48% Reduce -11.1% 401,775 $249.5M
Ashford Advisors, LLC 57.22% Reduce -2.2% 397,692 $246.9M
First Hawaiian Bank 33.37% Reduce -1.1% 395,925 $245.8M
Farmers & Merchants Investments Inc. 7.13% Add +2.5% 394,126 $244.7M
Apexium Financial, LP 12.95% Add +7.1% 393,209 $244.1M
RKL Wealth Management LLC 21.37% Reduce -0.5% 391,609 $243.2M
Hirtle & Co., LLC 10.30% Add +2.1% 391,136 $242.9M
Sanctuary Advisors, LLC 1.50% Reduce -22.1% 390,589 $242.5M
Victory Capital Management Inc. 0.16% Add +148.2% 386,383 $239.9M
Taiyo Life Insurance Co. 22.47% No change 385,475 $239.3M
Orion Porfolio Solutions, LLC 2.02% Reduce -30.0% 381,056 $236.6M
Hancock Whitney Corp. 4.51% Reduce -3.6% 380,554 $236.3M
Tarbox Family Office, Inc. 35.15% Add +1.4% 376,451 $233.7M
Steele Capital Management, Inc. 11.13% Reduce -0.1% 373,596 $232.0M
Prudential PLC 1.42% Add +3.6% 373,511 $231.9M
Ballentine Partners, LLC 3.44% Reduce -1.0% 368,147 $228.6M
Hancock Prospecting Pty Ltd 7.19% No change 364,361 $226.2M
Midland Wealth Advisors, LLC 12.45% Add +2.3% 362,926 $225.3M
Analyst IMS Investment Management Services Ltd. 7.66% No change 361,284 $224.3M
Private Advisor Group, LLC 1.20% Reduce -3.6% 358,461 $222.6M
Wellington Management Group LLP 0.04% Reduce -1.1% 356,128 $221.1M
Daido Life Insurance Co. 32.68% No change 351,796 $218.4M
Sofi Wealth, LLC 12.89% Add +6.1% 339,733 $210.9M
Clark Capital Management Group, Inc. 1.46% Reduce -51.8% 338,680 $210.3M
Vicus Capital 17.45% Add +3.6% 338,237 $210.0M
TFC Financial Management, Inc. 28.47% Add +13.9% 334,735 $207.8M
Legacy Private Trust Co. 13.21% Add +1.4% 329,277 $204.4M
Stratos Wealth Partners, LTD. 2.73% Add +4.9% 321,519 $199.6M
Lazard Asset Management LLC 0.30% Reduce -2.3% 318,798 $197.9M
Linscomb Wealth, Inc. 8.98% Add +0.1% 314,740 $195.4M
Integrated Wealth Concepts LLC 1.96% Reduce -9.4% 314,319 $195.2M
Sigma Planning Corp 5.75% Reduce -4.5% 308,031 $191.3M
Glenview Trust Co 3.29% Add +0.8% 306,654 $190.4M
Hantz Financial Services, Inc. 3.08% Add +19.9% 306,477 $190.3M
Apollon Wealth Management, LLC 3.74% Add +0.7% 304,704 $189.2M
True Link Financial Advisors, LLC 12.96% Add +7.6% 302,433 $187.8M
Ellenbecker Investment Group 30.28% Reduce -9.9% 301,512 $187.2M
Gryphon Financial Partners LLC 24.37% Reduce -1.0% 300,558 $186.6M
First Foundation Advisors 6.84% Add +1.5% 297,084 $184.5M
FORM Wealth Advisors, LLC 22.04% Add +17.3% 293,424 $182.2M
Sumitomo Mitsui Trust Group, Inc. 0.11% Reduce -19.7% 293,058 $182.0M
Gilbert & Cook, Inc. 24.00% Add +0.1% 286,044 $177.6M
Thrivent Financial for Lutherans 0.40% Reduce -78.0% 285,486 $177.3M
Beacon Pointe Advisors, LLC 1.85% Reduce -3.3% 285,456 $177.2M
Zions Bancorporation, National Association 9.38% Add +2.5% 281,433 $174.7M
Lee Financial Co 24.51% Add +2.2% 275,190 $170.9M
Sagespring Wealth Partners, LLC 3.66% Add +8.7% 360,425 $169.9M
Gotham Asset Management 1.01% Reduce -0.2% 272,313 $169.1M
Heck Capital Advisors, LLC 14.44% Add +39.0% 270,469 $167.9M
Soundwatch Capital LLC 28.56% Add +474.9% 1,507,952 $167.9M
Mason Street Advisors, LLC 19.62% Reduce -7.4% 269,950 $167.6M
Dakota Wealth Management 3.53% Reduce -1.1% 269,665 $167.4M
Modera Wealth Management, LLC 2.07% Add +3.9% 269,566 $167.4M
Daiwa Securities Group Inc. 0.61% Add +12.5% 266,592 $165.5M
Bangor Savings Bank 14.76% Reduce -11.2% 265,936 $165.1M
Kayne Anderson Rudnick Investment Management LLC 0.39% Reduce -6.0% 264,876 $164.5M
Federation des caisses Desjardins du Quebec 0.71% Add +2.8% 260,814 $161.9M
Ullmann Wealth Partners Group, LLC 19.11% Add +7.6% 260,430 $161.7M
Atlantic Union Bankshares Corp 3.69% Add +1924.1% 260,301 $161.6M
Element Pointe Advisors, LLC 38.78% Reduce -7.6% 258,153 $160.3M
Lowe Brockenbrough & Co. Inc. 9.00% Add +3.3% 257,785 $160.1M
Goelzer Investment Management, Inc. 8.74% Add +2.6% 256,906 $159.5M
Calamos Wealth Management LLC 6.83% Reduce -4.1% 256,082 $159.0M
Merit Financial Group, LLC 1.76% Reduce -4.1% 253,955 $157.7M
JB Capital LLC 7.56% Reduce -45.5% 251,153 $155.9M
BLB&B Advisors, LLC 7.20% Add +4.4% 248,249 $154.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.17% Add +11.1% 246,516 $153.1M
Phillips Financial Management, LLC 11.10% Add +0.8% 246,492 $153.0M
Mesirow Financial Investment Management, Inc. 2.93% Add +3.0% 241,695 $150.1M
Stairway Partners, LLC 8.51% Add +0.6% 241,631 $150.0M
JNBA Financial Advisors 14.37% Add +8.8% 240,710 $149.5M
BlueStem Wealth Partners, LLC 18.24% Add +6.4% 239,132 $148.5M
Ensign Peak Advisors, Inc 0.25% Reduce -9.3% 236,498 $146.8M
Montag A & Associates Inc. 7.14% Add +3.2% 235,233 $146.1M
Financial Synergies Wealth Advisors, Inc. 15.84% Add +0.6% 234,305 $145.5M
McNamara Financial Services, Inc. 28.60% Reduce -0.1% 232,356 $144.3M
Financial Engines Advisors L.L.C. 0.29% Add +1321.4% 231,813 $143.9M
Quadrant Capital Group LLC 5.15% Reduce -16.5% 230,539 $143.1M
Litman Gregory Wealth Management LLC 11.16% Add +1.7% 228,522 $141.9M
Leverty Financial Group, LLC 41.84% Add +379.1% 225,722 $140.1M
Mandatum Life Insurance Co Ltd 36.80% Add +4.1% 225,204 $139.8M
Commerce Bank 0.82% Reduce -6.0% 224,994 $139.7M
Home Federal Bank of Tennessee 39.59% Reduce -0.1% 224,901 $139.6M
FineMark National Bank & Trust 4.75% Add +0.4% 224,736 $139.5M
Armstrong Advisory Group, Inc. 10.56% Reduce -13.3% 224,654 $139.5M
Bank of Hawaii 7.34% Reduce -0.3% 224,050 $139.1M
Valeo Financial Advisors, LLC 3.42% Add +8.3% 223,578 $138.8M
Atria Investments, Inc 1.63% Reduce -14.1% 222,315 $138.0M
Bricktown Capital, LLC 24.72% Reduce -5.3% 219,795 $136.5M
Prime Capital Investment Advisors, LLC 1.81% Reduce -23.4% 219,209 $136.1M
Single Point Partners, LLC 29.70% Reduce -0.2% 218,729 $135.8M
Graypoint LLC 7.55% Add +1.8% 215,939 $134.1M
RPTC Inc. 23.56% Add +0.2% 215,861 $134.0M
OneDigital Investment Advisors LLC 1.49% Add +1.7% 215,681 $133.9M
Horan Securities, Inc. 46.30% Reduce -5.7% 211,899 $131.6M
Principal Securities, Inc. 2.44% Add +48.8% 209,105 $129.8M
RiverFront Investment Group, LLC 2.51% Reduce -59.6% 207,214 $128.7M
Spire Wealth Management 4.60% Reduce -15.6% 208,042 $127.9M
Capital Analysts, LLC 4.25% Reduce -7.9% 205,354 $127.5M
St. Clair Advisors, LLC 33.28% Add +2.7% 204,944 $127.2M
Adventist Health System/ West 18.86% No change 204,550 $127.0M
Robertson Stephens Wealth Management, LLC 4.35% Reduce -7.1% 201,955 $125.4M
First Interstate Bank 7.36% Reduce -1.9% 201,788 $125.3M
HB Wealth Management, LLC 1.00% Add +0.3% 201,722 $125.2M
Rezny Wealth Management, Inc. 30.65% Add +1.2% 201,480 $125.1M
Qalhat Capital Ltd 17.57% Add +13.5% 198,978 $123.5M
Geneos Wealth Management Inc. 3.00% Add +28.5% 197,471 $122.6M
Mackenzie Financial Corp. 0.16% Add +7.0% 197,402 $122.6M
Mutual Advisors, LLC 3.05% Add +1.0% 190,788 $122.1M
Alternative Investment Advisors, LLC. 60.58% Add +28.4% 196,575 $122.1M
Atria Wealth Solutions, Inc. 2.76% Reduce -54.1% 196,325 $122.0M
Narwhal Capital Management 9.79% Add +12.0% 196,429 $122.0M
Abundance Wealth Counselors 22.45% Add +0.2% 194,907 $119.9M
Bridges Investment Management Inc. 1.62% Add +6.0% 192,841 $119.7M
AQR Capital Management 0.10% Add +9.9% 189,675 $117.8M
BBR Partners, LLC 7.32% No change 189,448 $117.6M
Rwa Wealth Partners, LLC 1.47% Add +5.0% 188,694 $117.2M
Financial Advisory Corp 17.95% Add +1.1% 188,440 $117.0M
Wealth Group Ltd 29.79% Reduce -4.4% 188,412 $117.0M
Summit Financial, LLC 2.62% Add +136.0% 186,655 $115.9M
BSW Wealth Partners 15.85% Add +6.8% 186,231 $115.6M
Ferguson Wellman Capital Management, Inc. 2.03% Add +1.6% 185,800 $115.4M
Callan Family Office, LLC 3.62% Add +9.1% 184,930 $114.8M
First Horizon Advisors, Inc. 2.98% Reduce -8.6% 184,523 $114.6M
Core Wealth Advisors, Inc. 32.78% Add +0.1% 183,719 $114.1M
Perigon Wealth Management, LLC 2.67% Reduce -3.2% 183,612 $114.0M
StoneX Group Inc. 5.52% Add +4.4% 182,591 $113.4M
Fulton Breakefield Broenniman LLC 7.63% Add +1.6% 181,892 $112.9M
Valley Forge Investment Consultants Inc. Adv 35.82% Add +0.1% 180,078 $111.8M
EP Wealth Advisors, LLC 0.73% Add +104.3% 178,759 $111.0M
Citigroup Inc. 0.08% Add +37.5% 177,264 $110.1M
Alps Advisors Inc. 0.63% Add +34.4% 177,199 $110.0M
Catalyst Financial Partners LLC 12.00% Add +6.0% 177,090 $110.0M
Winthrop Advisory Group LLC 10.58% Add +7.8% 176,589 $109.6M
Advisory Services Network, LLC 1.76% Reduce -19.6% 172,387 $109.4M
Quantinno Capital Management LP 0.47% Add +33.1% 175,538 $109.0M
Pure Financial Advisors, LLC 1.91% Add +194.9% 174,334 $108.2M
Brookstone Capital Management 1.39% Reduce -7.3% 170,185 $105.7M
Allstate Corp. 7.58% Reduce -44.5% 169,475 $105.2M
D.A. Davidson & Co. 0.74% Reduce -1.3% 169,281 $105.1M
DT Investment Partners, LLC 9.39% Add +26.1% 168,331 $104.5M
First Commonwealth Financial Corp 22.52% Add +5.2% 167,934 $104.3M
First Citizens Bank & Trust Co. 1.88% Add +1.4% 167,650 $104.1M
McKinley Carter Wealth Services, Inc. 5.74% Reduce -0.8% 166,332 $103.3M
Forvis Mazars Wealth Advisors, LLC 2.22% Add +8.3% 165,580 $102.8M
Bryn Mawr Trust Advisors, LLC 5.59% Add +5.8% 164,595 $102.2M
Stock Yards Bank & Trust Co. 3.41% Add +5.9% 164,383 $102.1M
IMC-Chicago, LLC 2.55% New 164,373 $102.1M
King Wealth Management Group 13.77% Add +2.7% 163,446 $101.5M
Integrated Advisors Network LLC 4.58% Reduce -8.2% 163,252 $101.4M
CenturyLink Investment Management Co 100.00% — 163,204 $101.3M
Integrity Alliance, Llc. 5.53% Reduce -38.8% 163,014 $101.2M
Hennion & Walsh Asset Management, Inc. 4.08% Add +1.2% 162,760 $101.1M
FFT Wealth Management LLC 19.77% Add +1.2% 158,346 $100.6M
Satovsky Asset Management LLC 21.28% Reduce -2.3% 160,956 $99.9M
Arvest Bank Trust Division 5.82% Reduce -1.4% 160,788 $99.8M
3EDGE Asset Management, LP 6.16% Reduce -48.0% 159,455 $99.0M
Ironclad Investments LLC 50.33% No change 159,114 $98.8M
Resonant Capital Advisors, LLC 6.27% Add +6.0% 158,138 $98.2M
Advisors Capital Management, LLC 1.36% Add +12.1% 158,091 $98.2M
PKO Investment Management Joint-Stock Co 10.45% Reduce -23.4% 156,612 $97.2M
Caliber Wealth Management, LLC / KS 10.32% Add +17.0% 154,664 $96.0M
Whittier Trust Co. of Nevada Inc. 2.18% Reduce -2.9% 154,622 $96.0M
Old National Bancorp 1.69% Add +9.5% 152,782 $94.9M
Cape Cod Five Cents Savings Bank 8.67% No change 164,213 $94.7M
Amtrust Financial Services, Inc. 33.52% Add +14.0% 150,300 $93.3M
Ieq Capital, LLC 0.57% Add +11.1% 149,935 $93.1M
Betterment LLC 0.20% Reduce -3.0% 149,690 $92.9M
Tortoise Investment Management, LLC 8.85% Add +0.3% 149,510 $92.8M
PDS Planning, Inc 6.87% Add +4.0% 148,555 $92.2M
TBH Global Asset Management, LLC 19.51% Reduce -13.7% 863,217 $91.2M
Chandler Asset Management, Inc. 16.17% Reduce -0.3% 146,616 $91.0M
Onyx Bridge Wealth Group LLC 12.04% Add +13.2% 146,604 $91.0M
Janus Henderson Group PLC 0.04% Reduce -38.1% 146,497 $91.0M
Bleakley Financial Group, LLC 2.31% Add +270.8% 146,479 $90.9M
Divergent Planning, LLC 26.31% Add +3.3% 143,457 $89.0M
Icon Wealth Advisors, LLC 6.34% Reduce -22.3% 143,323 $89.0M
Chevy Chase Trust Holdings, LLC 0.26% Reduce -23.0% 142,542 $88.5M
Amarillo National Bank 16.43% Add +23.5% 142,406 $88.4M
Proathlete Wealth Management LLC 28.06% Add +17.5% 142,016 $88.2M
Ritter Daniher Financial Advisory LLC / DE 21.61% Add +2.5% 141,719 $88.0M
Arcataur Capital Management LLC 27.23% Add +0.6% 140,367 $87.2M
RTD Financial Advisors, Inc. 11.12% Reduce -3.1% 139,930 $86.9M
Global Retirement Partners, LLC 2.15% — 139,698 $86.7M
Choreo, LLC 1.21% Add +0.6% 139,195 $86.4M
Progeny 3, Inc. 4.84% Add +76.5% 139,069 $86.3M
Great Lakes Advisors, LLC 0.72% Add +6.5% 138,573 $86.0M
Prosperity Consulting Group, LLC 6.27% Add +4.4% 138,494 $86.0M
Cardinal Strategic Wealth Guidance 24.72% Reduce -0.4% 137,988 $85.7M
Wilmington Savings Fund Society, FSB 1.52% Add +28.8% 137,817 $85.6M
Pinnacle Associates Ltd. 1.24% Add +2.1% 137,423 $85.3M
Conrad N. Hilton Foundation 90.52% Reduce -40.9% 137,225 $85.2M
Summit Financial Strategies, Inc. 7.88% Add +3.8% 137,209 $85.2M
Eastern Bank 1.62% Add +5.6% 137,187 $85.2M
Country Trust Bank 1.89% Reduce -3.4% 135,913 $84.4M
Glenmede Investment Management, LP 0.42% — 135,107 $83.9M
Pine Ridge Advisers LLC 5.35% No change 134,995 $83.8M
Physician Wealth Advisors, Inc. 13.14% Add +0.9% 134,713 $83.6M
Gray Private Wealth, LLC 44.93% Add +0.5% 134,571 $83.6M
Orrstown Financial Services Inc. 17.44% Add +1.5% 133,325 $82.8M
BankPlus Trust Department 24.41% Add +1.4% 132,781 $82.4M
JSF Financial, LLC 19.48% Reduce -3.5% 131,982 $81.9M
Baker Avenue Asset Management, LP 2.32% Add +3.1% 131,510 $81.7M
Curi Capital, LLC 1.55% Add +26.8% 131,465 $81.6M
AMG National Trust Bank 2.15% Reduce -1.3% 131,452 $81.6M
JGP Wealth Management, LLC 9.83% Reduce -3.3% 130,627 $81.1M
Crestwood Advisors Group, LLC 1.45% Add +8.0% 130,330 $80.9M
Centerpoint Advisors, LLC 27.40% Add +3.3% 130,112 $80.8M
Bokf, NA 1.30% Add +3.2% 129,513 $80.4M
Accredited Investors Inc. 4.73% Add +0.3% 128,899 $80.0M
Standpoint Asset Management, LLC 16.29% Reduce -19.9% 128,300 $79.7M
Karpus Management, Inc. 2.56% Reduce -8.7% 127,960 $79.5M
Cambridge Associates LLC /Ma/ 1.74% Reduce -13.8% 127,502 $79.2M
Flow Traders U.S. LLC 2.92% New 127,206 $79.0M
Bryant Woods Investment Advisors, LLC 34.07% Add +1.3% 127,131 $78.9M
SCS Capital Management LLC 0.86% Add +6.8% 125,627 $78.0M
New England Professional Planning Group Inc. 35.36% Add +0.1% 125,022 $77.6M
Hudock, Inc. 12.44% Add +0.4% 124,660 $77.4M
Cim Investment Management Inc. 14.71% Reduce -51.9% 124,350 $77.2M
Vision Capital Management, Inc. 10.12% Add +5.6% 124,098 $77.1M
New Republic Capital, LLC 27.17% Reduce -1.1% 123,567 $76.7M
Courier Capital LLC 4.63% Reduce -1.5% 122,837 $76.3M
Requisite Capital Management, LLC 16.52% Add +1.3% 122,829 $76.3M
Lodestar Private Asset Management LLC 8.77% Add +1.5% 122,631 $76.1M
TCP Asset Management, LLC 15.09% Add +3.6% 122,574 $76.1M
Balentine LLC 2.96% Reduce -0.2% 122,339 $76.0M
Tectonic Advisors LLC 4.41% Add +8.3% 122,196 $75.9M
Ledyard National Bank 7.13% Reduce -7.3% 121,539 $75.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.68% Reduce -46.3% 121,194 $75.1M
Oppenheimer & Co. Inc. 0.99% Add +10.9% 120,944 $75.1M
Trilogy Capital Inc. 3.63% Reduce -22.5% 120,347 $74.7M
Allworth Financial LP 0.36% Add +1.3% 120,345 $74.7M
Stonegate Investment Group, LLC 1.88% Add +0.7% 120,080 $74.6M
Modern Wealth Management, LLC 1.84% Add +103.1% 120,063 $74.5M
Kestra Private Wealth Services, LLC 1.07% Add +29.4% 119,894 $74.4M
Avior Wealth Management, LLC 2.56% Add +0.1% 119,522 $74.2M
Grant Street Asset Management, Inc. 16.71% Reduce -0.1% 119,074 $73.9M
Wealth Architects, LLC 7.51% Add +0.8% 119,012 $73.9M
ESL Trust Services, LLC 15.06% Add +2.8% 118,734 $73.7M
Destination Wealth Management 2.15% Reduce -6.1% 118,041 $73.3M
Alaska Permanent Capital Management, LLC 5.65% Add +6.0% 117,291 $72.8M
Mascoma Wealth Management LLC 16.75% Add +2.6% 116,201 $72.1M
Compound Planning, Inc. 2.73% Add +3.9% 116,139 $72.1M
J.W. Cole Advisors, Inc. 1.53% Add +66.2% 116,004 $72.0M
Gries Financial LLC 13.07% Add +0.3% 115,665 $71.8M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -15.1% 115,609 $71.8M
Financial Partners Group, Inc 9.90% Add +2.6% 115,319 $71.6M
Well Done, LLC 13.35% Add +1.6% 114,619 $71.2M
Deutsche Bank AG 0.03% Reduce -2.6% 114,057 $70.8M
Ameritas Investment Partners, Inc. 2.22% Add +3.0% 113,435 $70.4M
Cibc World Market Inc. 0.16% Reduce -8.4% 113,208 $70.3M
Simon Quick Advisors, LLC 3.55% Add +0.3% 113,050 $70.2M
Wharton Business Group, LLC 2.96% Add +19.2% 112,839 $70.1M
Savant Capital, LLC 0.50% Add +4.2% 112,608 $69.9M
Regal Investment Advisors LLC 5.24% Reduce -13.9% 112,526 $69.9M
BOK Financial Private Wealth, Inc. 4.63% Reduce -4.0% 111,877 $69.5M
MV Capital Management, Inc. 7.04% Reduce -5.8% 110,306 $68.5M
AdvisorNet Financial, Inc 4.42% Add +46.4% 110,201 $68.4M
HighMark Wealth Management LLC 33.43% Add +0.6% 110,157 $68.4M
Country Club Bank 4.29% Add +1.7% 110,380 $68.2M
Passaic Partners LLC 8.20% Add +157.1% 109,164 $67.8M
Meridian Wealth Advisors, LLC 10.68% Reduce -2.6% 108,820 $67.6M
Smith, Moore & Co. 5.62% Reduce -0.6% 107,900 $67.0M
Arkadios Wealth Advisors 2.01% Add +12.7% 107,839 $67.0M
Focus Financial Network, Inc. 2.64% Reduce -43.3% 107,628 $66.8M
Heritage Investment Group, Inc. 11.47% Reduce -5.9% 107,167 $66.5M
Harfst & Associates, Inc. 13.65% Reduce -1.5% 106,594 $66.2M
Asio Capital, LLC 10.90% Add +25.6% 105,415 $65.5M
Bar Harbor Wealth Management 4.18% Reduce -1.4% 105,249 $65.3M
Teramo Advisors, LLC 23.76% Add +2900.0% 105,000 $65.2M
Bull Oak Capital, LLC 29.60% Add +8.5% 104,627 $65.0M
Wela Strategies, Inc. 25.57% Add +2.5% 104,340 $64.8M
Consilio Wealth Advisors, LLC 22.96% Add +0.3% 104,257 $64.4M
Simplicity Wealth,LLC 2.68% Add +24.6% 103,504 $64.3M
Crescent Grove Advisors, LLC 6.21% Reduce -0.7% 103,233 $64.1M
26North Partners LP 100.00% Add +0.2% 103,090 $64.0M
KMT Wealth Management, LLC 37.60% Add +7.7% 102,601 $63.7M
Composition Wealth, LLC 1.07% Reduce -2.0% 102,454 $63.6M
Conning Inc. 2.29% No change 101,828 $63.2M
Cantor Fitzgerald Investment Advisors L.P. 4.46% Add +0.6% 101,545 $63.0M
IHT Wealth Management, LLC 1.72% Add +58.9% 100,901 $62.6M
Beam Wealth Advisors, Inc. 18.53% Add +1.6% 100,130 $62.2M
Coyle Financial Counsel LLC 16.63% Add +6.6% 100,041 $62.1M
Fiducient Advisors LLC 7.55% Add +2.3% 99,351 $61.7M
Crestmont Private Wealth LLC 22.28% Reduce -1.9% 99,253 $61.6M
Unique Wealth, LLC 9.88% Reduce -10.4% 98,554 $61.2M
Golden State Wealth Management, LLC 7.44% Add +13.5% 98,488 $61.2M
Strategic Point Investment Advisors, LLC 9.43% Add +0.9% 98,438 $61.1M
KMG Fiduciary Partners, LLC 4.53% Add +0.1% 98,359 $61.1M
Baltimore-Washington Financial Advisors, Inc. 2.82% Add +23.1% 97,469 $60.5M
Beaumont Financial Advisors, LLC 4.36% Add +4.0% 97,124 $60.3M
Buska Wealth Management, LLC 16.47% Add +1.2% 97,093 $60.3M
KFA Private Wealth Group, LLC 18.64% Reduce -0.8% 96,879 $60.2M
Lineweaver Wealth Advisors, LLC 9.48% Reduce -14.3% 96,608 $60.0M
Bristlecone Advisors, LLC 5.03% Add +3.6% 96,559 $60.0M
Per Stirling Capital Management, LLC. 7.80% Add +0.9% 96,229 $59.7M
Twele Capital Management, Inc. 11.82% Reduce -1.8% 95,961 $59.6M
Bank of Stockton 17.67% Add +4.4% 95,544 $59.3M
Prospera Financial Services Inc 1.09% Add +38.3% 94,132 $58.5M
Parkside Investments, LLC 7.89% Reduce -1.8% 93,571 $58.1M
Buck Wealth Strategies, LLC 8.82% Add +14.9% 93,280 $57.9M
Roth Financial Partners LLC 20.80% Reduce -1.1% 92,914 $57.7M
Visionary Wealth Advisors 2.95% Add +5.5% 92,894 $57.7M
Future You Wealth LLC 31.30% Reduce -0.3% 92,851 $57.6M
Highland Capital Management, LLC 3.11% Add +0.5% 92,503 $57.4M
Financial Management Network Inc. 10.26% Add +5.0% 91,153 $57.3M
Parker Investment Management, LLC 8.77% Reduce -0.6% 92,214 $57.3M
Ssi Investment Management LLC 23.00% Reduce -3.6% 91,839 $57.0M
Affinity Capital Advisors, LLC 9.78% Add +1.1% 91,550 $56.8M
Banco Santander, S.A. 0.54% Add +44.3% 91,390 $56.7M
CX Institutional 1.98% Reduce -1.5% 91,228 $56.6M
Shufro Rose & Co. LLC 4.56% Reduce -2.7% 100,153 $56.3M
Oxford Financial Group, LTD. LLC 3.34% Reduce -1.3% 90,474 $56.2M
Mizuho Bank, Ltd. 5.49% New 90,000 $55.9M
Waterford Advisors, LLC 20.53% Reduce -96.3% 3,208 $55.6M
Foundations Investment Advisors, LLC 0.88% Reduce -66.0% 89,394 $55.5M
Madrona Financial Services, LLC 13.25% Add +3.1% 88,988 $55.3M
Midwest Trust Co 0.76% — 88,940 $55.2M
Concurrent Investment Advisors, LLC 1.07% Add +4.8% 88,909 $55.2M
GTS Securities LLC 2.46% Add +221.4% 88,839 $55.2M
Bluesphere Advisors LLC 27.45% Add +3.9% 88,668 $55.1M
Sequoia Financial Advisors, LLC 0.38% Reduce -0.6% 88,345 $54.9M
Ancora Advisors LLC 1.14% Add +4.4% 88,178 $54.7M
Smithfield Trust Co 2.58% Reduce -0.1% 87,896 $54.6M
Ironwood Financial, llc 11.68% No change 96,928 $54.5M
Rafferty Asset Management, LLC 0.18% No change 87,516 $54.3M
Towercrest Capital Management 9.68% Add +3.7% 87,231 $54.2M
Bontempo Ohly Capital Mgmt LLC 24.46% Add +2.4% 87,000 $54.0M
Enclave Advisors LLC 8.73% Add +1.8% 86,989 $54.0M
Droms Strauss Advisors Inc. /Mo/ 16.49% Reduce -1.0% 86,582 $53.8M
Diversified Enterprises, LLC 4.00% Reduce -8.6% 86,361 $53.6M
Beaumont Asset Management, L.L.C. 28.75% Add +5.0% 86,229 $53.5M
Sowell Financial Services LLC 2.18% Reduce -1.4% 86,193 $53.5M
MKD Wealth Coaches, LLC 56.38% Add +0.7% 86,123 $53.5M
Independent Financial Group, LLC 1.47% Add +8.3% 85,970 $53.4M
CLG LLC 16.60% Add +10.1% 85,699 $53.2M
Marino, Stram & Associates LLC 10.73% Add +3.0% 85,682 $53.2M
Rogco, LP 20.00% Reduce -0.9% 85,516 $53.1M
Cranbrook Wealth Management, LLC 11.29% Add +6.4% 85,260 $52.9M
Caisse de depot et placement du Quebec 0.11% Add +41.7% 85,000 $52.8M
University of Massachusetts Foundation, Inc. 26.55% Add +2.4% 84,914 $52.7M
AAF Wealth Management, LLC 23.97% Add +10.3% 84,766 $52.6M
Harbour Investments, Inc. 1.33% Add +5.4% 84,658 $52.6M
Gladstone Institutional Advisory LLC 2.17% Add +5.0% 84,581 $52.5M
Natixis Advisors, LLC 0.08% Add +29.6% 84,567 $52.5M
Counterpoint Mutual Funds LLC 4.63% New 84,341 $52.4M
Cypress Capital Group 6.50% Reduce -4.7% 84,119 $52.2M
Riverstone Advisors, LLC 28.19% Add +11.6% 83,985 $52.1M
New World Advisors LLC 11.02% Add +26.9% 83,437 $51.8M
Sand Hill Global Advisors, LLC 1.92% Reduce -16.8% 83,408 $51.8M
Guidance Point Advisors, LLC 13.76% Add +3.4% 83,300 $51.7M
Ackerman Asset Management, LLC 41.25% Add +0.1% 82,937 $51.5M
Keebeck Wealth Management 6.74% Reduce -21.3% 82,796 $51.4M
Foster Group, Inc. 1.76% Add +4.6% 82,761 $51.4M
Guggenheim Capital LLC 0.42% Add +95.7% 82,471 $51.2M
Sovereign Investment Advisors, LLC 14.02% Add +14.9% 82,127 $51.0M
Bernardo Wealth Planning LLC 11.06% Add +5.1% 82,010 $50.9M
Lakeshore Financial Planning, Inc. 20.45% Add +3.9% 81,947 $50.9M
May Hill Capital, LLC 16.70% Reduce -7.0% 81,710 $50.7M
Colton Groome Financial Advisors, LLC 17.15% Add +3.5% 81,526 $50.6M
Baron Silver Stevens Financial Advisors, LLC 8.10% Reduce -0.8% 81,448 $50.6M
Rhumbline Advisers 0.04% Reduce -23.8% 81,357 $50.5M
Fifth Third Securities, Inc. 3.79% Add +6.1% 81,252 $50.4M
Swmg, LLC 16.92% Reduce -11.2% 78,652 $50.3M
Waterway Wealth Management, LLC 15.17% Add +22.7% 80,782 $50.2M
Agur Provident & Training Funds Management Ltd. 18.90% No change 80,500 $50.0M
TD Capital Management LLC 4.71% Reduce -0.7% 80,364 $49.9M
Sharkey, Howes & Javer 6.68% Reduce -39.2% 80,202 $49.8M
Waller Financial Planning Group, Inc. 12.04% Add +10.3% 80,202 $49.8M
Shelter Ins Retirement Plan 58.22% No change 80,061 $49.7M
International City Management Association Retirement Corp 26.41% No change 79,711 $49.5M
SkyView Investment Advisors, LLC 7.08% Add +0.6% 79,982 $49.4M
Snowden Capital Advisors LLC 1.47% Reduce -22.8% 79,503 $49.4M
Bluestem Financial Advisors, LLC 21.15% Reduce -1.6% 79,459 $49.3M
GoalFusion Wealth Management, LLC 25.31% Reduce -0.8% 79,336 $49.3M
Wealth Alliance Advisory Group, LLC 9.36% Add +3.5% 79,148 $49.1M
Central Pacific Bank - Trust Division 6.50% Reduce -3.8% 78,854 $49.0M
Savvy Advisors, Inc. 3.26% Add +478.2% 78,572 $48.8M
Atlanta Consulting Group Advisors, LLC 13.34% Add +3.1% 78,470 $48.7M
Rossmore Private Capital 5.68% Add +1.4% 78,223 $48.6M
Harbor Capital Advisors, Inc. 2.03% Add +75.0% 77,972 $48.4M
Colonial Trust Advisors 3.99% Add +9.9% 77,674 $48.2M
Stewardship Advisors, LLC 12.21% Reduce -0.3% 77,666 $48.2M
First Financial Bank - Trust Division 4.23% Add +4.3% 77,564 $48.2M
JFS Wealth Advisors, LLC 3.06% Add +1.7% 77,357 $48.0M
Spreng Capital Management, Inc. 20.40% Reduce -0.5% 77,310 $48.0M
University of Chicago 40.64% New 76,903 $47.7M
Serenus Wealth Advisors, LLC 8.09% Reduce -47.0% 76,754 $47.7M
Vestmark Advisory Solutions, Inc. 0.68% Reduce -5.3% 76,253 $47.3M
Greenup Street Wealth Management LLC 8.23% Add +1.5% 76,140 $47.3M
Cornerstone Wealth Group, LLC 3.54% Reduce -3.1% 76,010 $47.2M
Fidelis Capital Partners, LLC 4.30% Reduce -0.8% 74,185 $47.2M
Howe & Rusling Inc. 3.48% Add +18.5% 75,888 $47.1M
PKS Advisory Services, LLC 11.60% Reduce -0.3% 75,705 $47.0M
Latko Wealth Management, Ltd. 26.41% Add +4.0% 75,656 $47.0M
Capital Investment Advisors, LLC 0.83% Add +6.9% 75,491 $46.9M
Cornerstone Wealth Management, LLC 2.84% Reduce -3.4% 75,417 $46.8M
Kelleher Financial Advisors 16.22% Add +2.7% 75,274 $46.7M
Stonebridge Capital Advisors LLC 3.52% Add +4.2% 74,554 $46.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.78% Reduce -7.3% 74,434 $46.2M
GAMCO Investors 0.46% New 74,230 $46.1M
Mizuho Markets Americas LLC 1.52% Reduce -63.2% 73,929 $45.9M
Custos Family Office, LLC 14.60% Reduce -10.6% 73,760 $45.8M
Waterloo Capital, L.P. 3.70% Add +16.3% 73,758 $45.8M
Hoxton Planning & Management, LLC 15.75% Reduce -6.4% 73,414 $45.6M
Patriot Financial Group Insurance Agency, LLC 5.23% Add +0.2% 73,358 $45.5M
BankPlus Wealth Management LLC 30.09% Reduce -3.0% 73,049 $45.4M
Mather Group, Llc. 0.48% Reduce -6.5% 72,972 $45.3M
Peapack Gladstone Financial Corp. 0.64% Add +3.5% 72,889 $45.3M
Argent Trust Co 1.70% Add +3.9% 72,705 $45.1M
Newton One Investments LLC 14.20% Add +78.9% 72,699 $45.1M
State of Wisconsin Investment Board 0.11% Reduce -39.7% 72,520 $45.0M
Sage Financial Management Group, Inc. 15.54% Add +4.8% 72,349 $44.9M
High Note Wealth, LLC 10.26% Add +2.7% 72,186 $44.8M
Fi3 FINANCIAL ADVISORS, LLC 16.15% Add +5.1% 72,123 $44.8M
Titan Global Capital Management USA LLC 7.05% Add +3.6% 72,030 $44.7M
Westwood Holdings Group Inc. 0.33% Add +2.2% 71,942 $44.7M
1900 Wealth Management LLC 3.37% Add +3.0% 71,824 $44.6M
HWG Holdings LP 12.98% Add +24.6% 71,459 $44.4M
Bailard, Inc. 1.03% Add +0.8% 71,189 $44.2M
Hollencrest Capital Management 1.89% Reduce -5.2% 71,167 $44.2M
Horizon Wealth Management, LLC 7.73% Add +4065.1% 70,932 $44.0M
TD Waterhouse Canada Inc. 0.31% Add +1.4% 70,872 $44.0M
Voya Financial Advisors, Inc. 4.39% Reduce -0.3% 70,530 $43.5M
Alpha Financial Partners LLC 31.37% Reduce -0.5% 70,133 $43.5M
Pps&v Asset Management Consultants, Inc. 27.42% Add +4.4% 70,037 $43.5M
Smith Chas P & Associates Pa Cpas 2.44% Reduce -8.0% 69,889 $43.4M
Pictet Asset Management Holding SA 0.04% Add +25.6% 70,100 $43.3M
Ashton Thomas Private Wealth, LLC 1.52% Reduce -24.9% 69,225 $43.0M
Advanced Asset Management Advisors Inc 11.60% No change 69,200 $43.0M
Old Mission Capital LLC 1.14% Add +398.4% 69,148 $42.9M
Capital Planning LLC 13.42% Reduce -1.4% 68,786 $42.7M
National Bank of Canada 0.05% Reduce -8.2% 68,750 $42.7M
Rational Advisors, Inc. 4.42% Reduce -37.2% 68,575 $42.6M
MCF Advisors LLC 2.81% Reduce -5.0% 68,546 $42.6M
Novare Capital Management LLC 3.45% Add +7.9% 68,304 $42.4M
Wescott Financial Advisory Group, LLC 4.05% Add +3.1% 68,119 $42.3M
Cornerstone Advisory, LLC 4.49% Add +0.8% 67,317 $41.8M
Private Wealth Asset Management, LLC 5.55% Add +10.9% 67,300 $41.8M
TD Private Client Wealth LLC 1.02% Add +4.4% 66,907 $41.5M
NDWM LLC 30.38% Add +1.7% 66,824 $41.5M
Silvercrest Asset Management Group LLC 0.28% Add +3.2% 66,443 $41.3M
Evercore Wealth Management, LLC 0.64% Reduce -0.9% 66,429 $41.2M
Kovack Advisors, Inc. 4.02% Reduce -40.6% 66,051 $41.0M
Kaye Capital Management 15.65% Reduce -5.9% 65,555 $40.7M
Dorsey & Whitney Trust CO LLC 2.14% Reduce -0.4% 65,099 $40.4M
Chokshi & Queen Wealth Advisors, Inc 23.15% Add +4.4% 65,080 $40.4M
Retirement Income Solutions, Inc. 7.33% Reduce -71.2% 64,346 $40.0M
Next Capital Management LLC 14.72% Add +9.5% 64,149 $39.8M
Rehmann Capital Advisory Group 2.41% Reduce -1.5% 64,061 $39.8M
1832 Asset Management L.P. 0.07% Reduce -61.3% 63,880 $39.7M
Greenwood Capital Associates LLC 4.93% Add +63.6% 63,867 $39.7M
Wealthcare Advisory Partners LLC 0.90% Add +6.8% 63,783 $39.6M
Watershed Private Wealth LLC 14.39% Reduce -12.3% 63,676 $39.5M
Portland Global Advisors LLC 4.65% Reduce -1.5% 63,649 $39.5M
Washington Trust Bank 3.32% Add +0.6% 63,533 $39.4M
CreativeOne Wealth, LLC 1.03% Add +6.6% 63,523 $39.4M
Certuity, LLC 3.69% Reduce -14.6% 63,328 $39.3M
Earned Wealth Advisors, LLC 7.69% Add +20.6% 63,203 $39.2M
SouthState Bank Corp 1.71% Add +2.4% 63,134 $39.2M
IFS Advisors, LLC 29.61% Reduce -29.9% 63,019 $39.1M
Fort Henry Capital, LLC 26.30% Add +0.9% 63,017 $39.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -7.6% 62,955 $39.1M
Salus Financial Advisors, LLC 25.91% Add +1.6% 62,103 $38.6M
Enzi Wealth 14.07% Reduce -1.2% 61,305 $38.4M
Chicago Partners Investment Group LLC 1.10% Reduce -1.3% 59,917 $38.2M
WealthBridge Capital Management, LLC 9.68% Add +3.3% 61,475 $38.2M
Integrity Investment Advisors, LLC 29.35% Add +1.4% 61,472 $38.2M
Bare Financial Services, Inc 12.83% Add +4.9% 61,278 $38.0M
American Century Companies Inc. 0.02% Reduce -79.0% 60,904 $37.8M
Capital Advisors Wealth Management, LLC 5.88% Reduce -3.3% 60,253 $37.4M
Morris Financial Concepts, Inc. 14.84% Reduce -4.5% 60,203 $37.4M
Norris Perne & French LLP 2.61% Reduce -1.0% 60,114 $37.3M
Cisco Systems, Inc. 8.39% No change 60,000 $37.3M
Valmark Advisers, Inc. 0.52% Reduce -0.8% 59,939 $37.2M
CBIZ Investment Advisory Services, LLC 1.65% Add +19.7% 59,872 $37.2M
PCA Investment Advisory Services Inc. 15.62% Add +13.1% 59,721 $37.1M
Stratos Investment Management, LLC 1.69% Add +9.0% 59,574 $37.0M
Arkansas Financial Group, Inc. 5.74% Reduce -1.0% 59,510 $36.9M
Snider Financial Group 10.63% Add +4.1% 59,377 $36.9M
Somnio Financial Group, LLC 26.36% — 59,321 $36.8M
B. Riley Wealth Advisors, Inc. 1.78% Reduce -66.6% 59,254 $36.8M
Integris Wealth Management, LLC 9.58% Reduce -1.4% 59,184 $36.7M
Mayflower Financial Advisors, LLC 5.11% Reduce -15.3% 59,077 $36.7M
Sachem Hill LLC 7.46% Reduce -3.0% 58,885 $36.6M
Creekmur Asset Management LLC 6.43% Add +115.9% 58,614 $36.4M
Blue Trust, Inc. 0.43% Reduce -39.7% 58,561 $36.4M
NRI Wealth Management LC 21.92% Add +4.2% 58,529 $36.3M
Vise Technologies, Inc. 1.50% — 58,391 $36.3M
Avondale Wealth Management 20.22% Reduce -0.2% 58,315 $36.2M
Integrated Capital Management, LLC 17.35% Add +7.9% 57,267 $36.2M
Ironwood Wealth Management, LLC. 13.17% Reduce -13.3% 58,096 $36.1M
Clear Creek Financial Management, LLC 3.42% Add +9.2% 57,910 $36.0M
High Falls Advisors, Inc 7.95% Reduce -45.0% 57,857 $35.9M
Bellwether Advisors, LLC 6.13% Add +0.4% 57,796 $35.9M
SteelPeak Wealth, LLC 1.40% Reduce -50.6% 57,789 $35.9M
Sheets Smith Wealth Management 4.20% Add +0.5% 57,757 $35.9M
Camelot Technology Advisors, Inc. 30.77% Add +0.0% 57,354 $35.6M
ZynergyRetirementPlanningLLC 23.76% Add +5.2% 57,059 $35.4M
Coastline Trust Co 4.06% Add +8.8% 57,031 $35.4M
Windsor Capital Management, LLC 10.32% Add +2.4% 57,013 $35.4M
CoreCap Advisors, LLC 1.43% Add +13.4% 56,995 $35.4M
AMS Capital Ltda 13.36% Reduce -6.8% 56,983 $35.4M
Pinnacle Financial Partners Inc 0.74% Reduce -13.1% 56,967 $35.4M
SWS Partners 9.53% Add +7.6% 56,886 $35.3M
City National Bank of Florida 25.68% Add +12.8% 56,815 $35.3M
SigFig Wealth Management, LLC 1.17% Reduce -36.1% 57,030 $35.2M
Eldridge Investment Advisors, Inc. 7.35% Reduce -0.4% 56,585 $35.1M
Wealth Alliance, LLC 3.91% Reduce -36.4% 56,410 $35.0M
German American Bancorp, Inc. 3.41% Add +1.8% 56,311 $35.0M
Stone House Investment Management, LLC 6.42% Reduce -48.2% 56,252 $34.9M
Chemung Canal Trust Co. 7.32% Add +129.9% 56,173 $34.9M
David J Yvars Group 20.39% Add +1.0% 56,065 $34.8M
Panoramic Capital Partners, LLC 24.03% Add +17.9% 55,151 $34.6M
Corepath Wealth Partners LLC 29.19% Add +1.1% 55,114 $34.6M
Vermillion & White Wealth Management Group, LLC 22.44% No change 55,598 $34.5M
Ames National Corp. 22.20% Add +2.8% 55,284 $34.3M
Dynamic Advisor Solutions LLC 1.06% Add +7.5% 55,254 $34.3M
Barclays PLC 0.01% Reduce -76.0% 55,191 $34.3M
PACK Private Wealth, LLC 18.14% Add +5.3% 55,123 $34.2M
Nomura Asset Management Co. Ltd. 0.09% Add +290.5% 54,745 $34.0M
Good Life Advisors, LLC 2.12% Add +5.9% 54,659 $33.9M
Parr McKnight Wealth Management Group, LLC 4.64% Reduce -0.9% 54,396 $33.8M
Obsidian Cio, LLC 4.90% Add +32.4% 54,329 $33.7M
Ballew Advisors, Inc 19.95% Add +1.2% 53,489 $33.6M
Durante & Waters, LLC 26.34% Add +3.9% 53,913 $33.5M
Disciplina Capital Management LLC 4.21% Reduce -0.9% 53,665 $33.3M
Exencial Wealth Advisors, LLC 1.17% Reduce -7.3% 53,618 $33.3M
Sfmg, LLC 2.49% Reduce -78.8% 53,416 $33.2M
Kanawha Capital Management LLC 2.46% Reduce -1.7% 53,358 $33.1M
Kapstone Financial Advisors LLC 16.50% Add +6.4% 53,283 $33.1M
Bank Hapoalim BM 4.66% No change 58,100 $32.6M
U.S. Capital Wealth Advisors, LLC 0.95% Reduce -4.3% 52,569 $32.6M
Gradient Capital Advisors, LLC 9.58% Add +1.2% 52,248 $32.4M
Keystone Wealth Services, LLC 7.82% Add +2.5% 52,192 $32.4M
IFP Advisors, Inc 0.92% Add +5.1% 51,846 $32.2M
Cypress Financial Planning LLC 10.57% Add +3.1% 51,819 $32.2M
Mgo One Seven LLC 1.03% Add +180.0% 51,567 $32.0M
Syon Capital LLC 2.12% Reduce -10.2% 51,545 $32.0M
Balyasny Asset Management L.P. 0.07% Reduce -94.4% 51,499 $32.0M
RiverGlades Family Offices LLC 20.89% Reduce -0.1% 51,293 $31.8M
Common Fund for Nonprofit Organizations 3.29% Reduce -38.8% 51,239 $31.8M
Orin Green Financial, LLC 13.45% Reduce -0.8% 51,196 $31.8M
Elk River Wealth Management LLC 5.45% Add +0.1% 51,050 $31.7M
WCG Wealth Advisors LLC 2.05% Add +12.2% 50,972 $31.6M
River Wealth Advisors LLC 3.93% Add +1.6% 50,960 $31.6M
VestGen Advisors, LLC 1.26% Reduce -2.3% 50,920 $31.6M
BridgePort Financial Solutions, LLC 10.51% Reduce -3.6% 50,929 $31.6M
Soltis Investment Advisors LLC 2.48% Add +12.3% 50,918 $31.6M
Landing Point Financial Group, LLC 19.93% Add +2.8% 50,917 $31.6M
Atlantic Family Wealth, LLC 27.48% Add +0.9% 50,875 $31.6M
Meridian Management Co. 8.63% Add +2.3% 49,714 $31.6M
Nixon Peabody Trust Co. 2.44% Add +18.0% 50,709 $31.5M
Wealth Quarterback LLC 14.81% Reduce -17.0% 50,310 $31.2M
Axiom Financial Strategies, LLC 17.41% Reduce -4.2% 50,256 $31.2M
SVB Wealth LLC 1.67% New 50,232 $31.2M
Middleton & Co. Inc. 3.50% Reduce -3.9% 50,213 $31.2M
Fort Point Capital Partners LLC 3.12% Add +3.7% 50,206 $31.2M
Valley Financial Group, Inc. 18.85% Add +4.5% 50,107 $31.1M
Beacon Financial Planning, Inc. 17.30% Reduce -4.8% 49,901 $31.0M
Pinnacle Wealth Management Advisory Group, LLC 2.56% Add +3.6% 49,677 $30.8M
Okabena Investment Services Inc. 6.83% Add +239.6% 49,562 $30.8M
Advus Financial Partners, LLC 7.82% Reduce -9.4% 49,278 $30.6M
Verus Financial Partners, Inc. 3.11% Reduce -0.2% 48,758 $30.6M
Cascade Financial Partners, LLC 3.67% Reduce -2.4% 49,205 $30.6M
Cornerstone Advisors Asset Management, LLC 5.88% Add +0.1% 49,146 $30.5M
NorthLanding Financial Partners, LLC 26.93% Add +6.7% 48,998 $30.4M
Ascent Capital Management, LLC 26.98% Add +2.0% 48,943 $30.4M
Brown Wealth Management, LLC 9.43% Add +10.6% 48,919 $30.4M
New Insight Wealth Advisors 12.49% Reduce -2.5% 48,889 $30.4M
CacheTech Inc. 5.59% Add +7.7% 48,878 $30.3M
Compass Financial Group, Inc. 15.21% Add +0.6% 48,845 $30.3M
World Investment Advisors 0.69% Add +1.4% 48,576 $30.2M
Elevation Point Wealth Partners, LLC 2.35% Reduce -12.7% 48,511 $30.1M
Diversified Trust Co. 0.67% Add +5.4% 48,286 $30.0M
Signaturefd, LLC 0.51% Reduce -6.0% 48,216 $29.9M
Atlas Legacy Advisors, LLC 6.59% Reduce -4.0% 48,204 $29.9M
Adams Wealth Management 5.69% Add +6.0% 48,120 $29.9M
MRA Advisory Group 13.98% Reduce -1.5% 48,057 $29.8M
Nottingham Advisors, Inc. 4.43% Add +0.0% 48,046 $29.8M
Carbahal Olsen Financial Services Group, LLC 25.43% Add +2.6% 48,031 $29.8M
Nwam LLC 1.73% Add +64.8% 47,248 $29.7M
Fulton Bank, N.A. 1.10% Add +11.0% 47,766 $29.7M
Aurdan Capital Management, LLC 10.07% Add +1.6% 47,604 $29.6M
Aptus Capital Advisors, LLC 0.29% Add +8.6% 47,505 $29.5M
Flagstar Securities, Inc. 8.13% Reduce -15.9% 47,312 $29.4M
Pettinga Financial Advisors LLC 6.42% Reduce -18.8% 47,204 $29.3M
Community Bank, N.A. 3.85% Reduce -0.0% 47,120 $29.3M
Meridian Wealth Management, LLC 1.25% Reduce -2.8% 46,978 $29.2M
Sandy Cove Advisors, LLC 10.51% Reduce -1.0% 46,836 $29.1M
Verus Capital Partners, LLC 2.57% Reduce -11.1% 46,458 $28.8M
WealthShield Partners, LLC 3.48% Reduce -28.3% 46,361 $28.8M
Drive Wealth Management, LLC 6.30% Reduce -2.3% 46,324 $28.8M
Verger Capital Management LLC 11.31% Add +0.3% 46,281 $28.7M
CFS Investment Advisory Services, LLC 2.35% Add +4.4% 46,191 $28.7M
SageView Advisory Group, LLC 1.08% Add +0.3% 44,799 $28.7M
Patton Albertson Miller Group, LLC 3.77% Reduce -5.0% 46,074 $28.6M
Brighton Jones LLC 0.77% Add +9.5% 45,994 $28.6M
First National Bank of Hutchinson 17.72% Reduce -6.2% 45,873 $28.5M
Matrix Trust Co 4.51% Reduce -2.6% 45,627 $28.3M
Saiph Capital, LLC 11.02% Reduce -0.8% 45,594 $28.3M
Lee, Kelleher & Klein Wealth Management 18.80% Add +5.6% 45,573 $28.3M
Stonehage Fleming Financial Services Holdings Ltd 0.82% Reduce -14.1% 45,275 $28.1M
Pennsylvania Capital Management Inc. 9.01% Reduce -1.3% 45,236 $28.1M
Shepherd Financial Partners LLC 2.96% Reduce -44.1% 45,089 $28.0M
Catalyst Private Wealth, LLC 12.45% Add +37.0% 45,061 $28.0M
Cynosure Group, LLC 3.15% Add +4.5% 44,817 $27.8M
Adapt Wealth Advisors, LLC 12.42% Add +1.6% 44,734 $27.8M
Benjamin Edwards Inc. 0.35% Reduce -1.8% 44,708 $27.8M
Intrepid Financial Planning Group LLC 11.59% Reduce -1.8% 44,430 $27.6M
Belpointe Asset Management LLC 1.14% Add +45.6% 44,213 $27.5M
Hicks Capital Management LLC 43.38% Add +0.1% 44,164 $27.4M
Armor Investment Advisors, LLC 10.32% Add +3.9% 44,106 $27.4M
VeraBank, N.A. 5.49% Add +24.4% 44,040 $27.3M
Moody National Bank Trust Division 2.49% Add +0.8% 43,850 $27.2M
Beacon Investment Advisory Services, Inc. 1.20% Reduce -10.2% 43,758 $27.2M
IAG Wealth Partners, LLC 3.59% Add +8.3% 43,646 $27.1M
Altus Wealth Group LLC 11.97% Reduce -6.8% 43,563 $27.0M
Fortitude Family Office, LLC 8.92% Reduce -23.5% 43,431 $27.0M
William Howard & Co Financial Advisors Inc 23.49% Reduce -1.5% 43,361 $26.9M
O'shaughnessy Asset Management, LLC 0.18% Add +38.2% 43,283 $26.9M
Adaptive Financial Consulting, LLC 11.22% Reduce -0.4% 43,273 $26.9M
Interactive Financial Advisors, Inc. 13.06% Reduce -4.4% 43,143 $26.8M
Cypress Wealth Services, LLC 4.79% Reduce -21.2% 43,115 $26.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.62% Reduce -5.9% 43,100 $26.8M
Sanchez Wealth Management Group 6.45% Reduce -0.7% 43,063 $26.7M
Aspen Grove Capital, LLC 4.53% No change 42,903 $26.6M
PFG Private Wealth Management, LLC 13.72% Add +1.1% 42,902 $26.6M
Alpine Bank Wealth Management 4.02% Add +1.1% 42,881 $26.6M
Evermay Wealth Management LLC 3.26% Reduce -4.5% 42,646 $26.5M
Cadinha & Co. LLC 4.38% Add +25.8% 42,537 $26.4M
Yukon Wealth Management, Inc. 9.42% Add +22.6% 42,394 $26.3M
Acima Private Wealth, LLC 8.94% Add +0.3% 42,258 $26.2M
CIBC Asset Management Inc 0.08% Add +1.4% 42,229 $26.2M
Vivid Wealth Management, LLC 11.48% Reduce -11.8% 42,088 $26.1M
Gerber Kawasaki Wealth & Investment Management 1.00% Add +3.8% 41,817 $26.0M
Naples Global Advisors, LLC 2.23% Add +2.8% 41,722 $25.9M
Lantz Financial LLC 6.42% Reduce -17.4% 41,476 $25.8M
Wick Capital Partners, LLC 6.66% Add +86.7% 62,017 $25.6M
Birch Hill Investment Advisors LLC 1.14% Reduce -0.4% 41,220 $25.6M
Sovran Advisors, LLC 2.68% Reduce -31.3% 41,013 $25.6M
Roger Wittlin Investment Advisory, LLC 14.24% Reduce -3.6% 41,142 $25.5M
Teachers Insurance & Annuity Association of America 31.82% Reduce -1.0% 41,074 $25.5M
JMG Financial Group, Ltd. 0.77% Add +1.4% 41,062 $25.5M
Charles Schwab Trust Co 1.91% Add +3.6% 40,890 $25.4M
ONE Advisory Partners, LLC 8.47% Reduce -39.5% 39,813 $25.4M
Silverleafe Capital Partners, LLC 8.81% Add +48.1% 40,702 $25.3M
One Capital Management, LLC 0.87% Reduce -16.1% 40,544 $25.2M
Moller Wealth Partners 5.55% Add +2.3% 40,448 $25.1M
Riverpoint Wealth Management Holdings, LLC 5.88% Add +0.3% 40,288 $25.0M
Nova R Wealth, Inc. 11.62% Add +2.9% 40,249 $25.0M
Continuum Wealth Advisors, LLC 11.95% Reduce -23.7% 40,090 $24.9M
Sterling Investment Advisors LLC 12.92% Add +2.0% 40,031 $24.8M
Nadler Financial Group, Inc. 2.54% Add +1.1% 39,941 $24.8M
HCR Wealth Advisors 2.92% Add +4.4% 39,920 $24.8M
Fsa Wealth Partners, Inc. 11.95% Add +824.1% 39,864 $24.8M
Liberty Wealth Management LLC 3.88% Reduce -10.0% 39,841 $24.7M
Grove Bank & Trust 3.08% Add +2.6% 39,767 $24.7M
Wealth Dimensions Group, Ltd. 5.42% Add +0.8% 39,628 $24.6M
Cary Street Partners Financial LLC 0.69% Add +15.4% 39,445 $24.5M
Financial Life Planners 19.92% Add +8.1% 39,440 $24.5M
Alliance Wealth Management Group 6.23% Add +3.6% 39,408 $24.5M
LGL Partners, LLC 10.84% Reduce -10.2% 38,445 $24.4M
Human Investing LLC 3.84% Add +4.4% 39,310 $24.4M
Mission Wealth Management, LP 0.53% Add +31.1% 39,241 $24.4M
Shared Vision Wealth Group LLC 12.16% Reduce -6.4% 38,360 $24.4M
Gimbal Financial 14.95% Add +30.1% 39,186 $24.3M
Rock Creek Group LLC 2.83% New 38,818 $24.1M
McAdam, LLC 1.32% Add +1.9% 38,704 $24.0M
Eley Financial Management, Inc 9.21% Add +7.3% 38,633 $24.0M
Keystone Financial Services 8.11% Reduce -47.4% 38,382 $23.8M
RFG - Bristol Wealth Advisors, LLC 7.39% Reduce -13.8% 38,371 $23.8M
Client First Capital LLC 11.16% Reduce -19.5% 38,295 $23.8M
Prairieview Wealth Partners, LLC 24.64% Add +2.2% 38,232 $23.7M
Kelly Financial Services LLC 6.99% Reduce -43.3% 38,198 $23.7M
Fairman Group, LLC 19.47% Add +37.0% 38,123 $23.7M
Vantage Financial Partners, LLC 5.45% Reduce -31.9% 38,023 $23.6M
Diversified Portfolios, Inc. 2.24% Add +0.4% 37,866 $23.5M
VERITY Wealth Advisors 15.79% Reduce -0.1% 37,850 $23.5M
PAX Financial Group, LLC 4.48% Reduce -49.9% 37,743 $23.4M
Essex Financial Services, Inc. 1.54% Reduce -4.8% 37,706 $23.4M
Hubbell Strickland Wealth Management, LLC 10.32% Add +1.6% 37,669 $23.4M
4J Wealth Management LLC 15.74% Add +1.9% 37,531 $23.3M
Synovus Financial Corp. 0.29% Reduce -1.5% 37,496 $23.3M
Flagship Private Wealth, LLC 9.83% Reduce -4.5% 37,238 $23.1M
Fusion Family Wealth, LLC 1.95% Add +8.5% 37,138 $23.1M
Abound Wealth Management 6.51% Reduce -2.3% 37,093 $23.0M
Richwood Investment Advisors, LLC 18.85% Add +2.9% 36,965 $23.0M
One Wealth Advisors, LLC 3.18% Add +3.0% 36,822 $22.9M
Marquette Associates, Inc. 22.37% Reduce -4.2% 36,743 $22.8M
Hengehold Capital Management LLC 2.08% Add +7.1% 36,711 $22.8M
SBI Securities Co., Ltd. 0.65% Add +0.1% 36,623 $22.7M
CW Advisors, LLC 0.22% Add +6.5% 36,604 $22.7M
RFP Financial Group LLC 9.38% Reduce -3.1% 36,592 $22.7M
Summit X, LLC 4.22% Reduce -26.0% 36,430 $22.6M
Orion Capital Management LLC 8.61% Add +7.7% 36,385 $22.6M
Peddock Capital Advisors, LLC 5.21% Add +2.2% 36,274 $22.5M
Parcion Private Wealth LLC 1.61% Add +39668.3% 917,058 $22.5M
Southern Capital Advisors, LLC 11.49% Add +1.8% 36,186 $22.5M
Tyler-Stone Wealth Management 3.60% Reduce -1.5% 36,010 $22.4M
Legacy Trust 5.48% Add +47.7% 35,984 $22.3M
Destiny Capital Corp 13.47% Add +7.8% 35,977 $22.3M
Trademark Financial Management, LLC 13.65% Add +12.2% 35,949 $22.3M
Private Client Services, LLC 8.67% Add +50.6% 35,858 $22.3M
4Thought Financial Group Inc. 11.82% Add +152.3% 35,828 $22.2M
Stephenson & Company, Inc. 13.51% Add +4.5% 35,827 $22.2M
Atwater Malick LLC 7.04% Add +2.4% 35,801 $22.2M
Kraft, Davis & Associates, LLC 6.10% Reduce -2.5% 34,719 $22.2M
Summit Wealth Partners, LLC 4.24% Add +95.8% 35,779 $22.2M
Bradley Foster & Sargent Inc. 0.35% Add +16.2% 35,754 $22.2M
Certified Advisory Corp 2.30% Reduce -0.3% 35,684 $22.2M
TAGStone Capital, Inc. 9.12% Add +0.2% 34,536 $22.1M
DeDora Capital, Inc. 5.74% Add +2.4% 35,411 $22.0M
Diversify Advisory Services, LLC 0.84% Add +1.0% 34,038 $22.0M
KPP Advisory Services LLC 3.62% Add +1.5% 35,335 $21.9M
ACT Advisors, LLC. 10.10% Reduce -26.2% 35,171 $21.8M
CVA Family Office, LLC 3.07% Reduce -1.2% 35,141 $21.8M
Tepp RIA, LLC 28.12% Add +7.4% 35,090 $21.8M
SMI Advisory Services, LLC 4.20% Add +11.0% 34,638 $21.7M
Dagco, Inc. 6.05% Add +11.5% 34,958 $21.7M
GenWealth Group, Inc. 4.38% Add +4455.5% 34,941 $21.7M
Hilltop Wealth Advisors, LLC 12.18% Add +2.6% 34,930 $21.7M
Emergent Wealth Advisors, LLC 13.81% Add +1.6% 34,289 $21.6M
Sunbelt Securities, Inc. 1.90% Add +27.8% 36,544 $21.5M
Scotia Capital Inc. 0.10% Reduce -1.3% 34,454 $21.4M
Arvest Investments, Inc. 3.22% Add +1.7% 34,443 $21.4M
Lynch & Associates 4.30% Add +1.4% 34,406 $21.4M
Mill Creek Capital Advisors, LLC 0.47% Reduce -0.7% 34,248 $21.3M
Waldron Private Wealth LLC 0.92% Reduce -1.6% 34,036 $21.1M
Avestar Capital, LLC 1.54% Add +73.1% 34,022 $21.1M
Sageworth Trust Co 1.17% Reduce -0.1% 33,906 $21.1M
Western Wealth Management, LLC 1.25% Add +0.0% 33,836 $21.0M
Hoese & Co LLP 16.94% Reduce -0.4% 33,819 $21.0M
XML Financial, LLC 1.82% Add +10.3% 33,786 $21.0M
Park Place Capital Corp 4.78% Add +248.3% 33,783 $21.0M
Dimension Capital Management LLC 3.29% Add +0.6% 33,759 $21.0M
Waters Parkerson & Co., LLC 1.04% Add +10.4% 33,708 $20.9M
Madison Wealth Partners, Inc 4.55% Add +6.1% 33,592 $20.9M
Holland Advisory Services, Inc. 30.31% Add +0.1% 33,430 $20.8M
Avaii Wealth Management, LLC 9.15% Reduce -9.4% 33,160 $20.6M
Fairway Wealth LLC 6.57% Add +1.1% 33,106 $20.6M
Gilbert Capital Group, Inc. 17.03% — 33,101 $20.6M
a16z Perennial Management, L.P. 1.70% No change 33,100 $20.6M
Outlook Wealth Advisors, LLC 5.28% Add +2.3% 33,069 $20.5M
Beirne Wealth Consulting Services, LLC 6.60% Add +51.2% 32,733 $20.3M
Jackson Wealth Management, LLC 2.21% Add +0.7% 32,722 $20.3M
Global Wealth Management, LLC 11.10% Add +1.4% 32,234 $20.2M
WBH Advisory Inc. 1.72% Reduce -10.6% 32,518 $20.2M
Sherman Asset Management, Inc. 17.87% Reduce -6.3% 32,458 $20.2M
SIMA Wealth Partners, LLC 16.22% Reduce -2.1% 32,353 $20.1M
Willis Johnson & Associates, Inc. 1.35% Add +0.8% 32,100 $19.9M
Pines Wealth Management, LLC 7.04% Add +1.9% 31,677 $19.9M
Aspen Wealth Strategies, LLC 11.99% Add +1.1% 32,024 $19.9M
E Fund Management (Hong Kong) Co., Ltd. 19.01% Add +7.0% 31,844 $19.8M
E Fund Management Co., Ltd. 0.94% Add +7.0% 31,844 $19.8M
Stevens Capital Partners 7.08% Reduce -4.8% 31,068 $19.8M
Beacon Financial Group 2.05% Reduce -42.8% 31,755 $19.7M
Ascent Group, LLC 0.77% Add +2.3% 31,662 $19.7M
Walkner Condon Financial Advisors LLC 3.61% Add +0.1% 31,590 $19.6M
RFG Advisory, LLC 0.46% Reduce -4.9% 31,475 $19.5M
New England Asset Management Inc. 3.15% Reduce -4.3% 31,235 $19.4M
Goldstone Financial Group, LLC 2.56% Add +0.9% 30,861 $19.4M
Mycio Wealth Partners, LLC 4.46% Reduce -1.1% 31,123 $19.3M
Securian Asset Management, Inc. 0.55% Reduce -30.9% 31,100 $19.3M
Insight 2811, Inc. 9.12% Add +26.5% 31,015 $19.3M
Sunbeam Capital Management, LLC 14.58% Add +3.4% 31,004 $19.3M
Summit Asset Management, LLC 3.13% Add +2.9% 30,953 $19.2M
Grey Ledge Advisors, LLC 4.70% Reduce -3.1% 31,016 $19.2M
USA Financial Formulas 3.27% Reduce -49.1% 30,886 $19.2M
Pacific Financial Group Inc. 14.96% Reduce -9.7% 30,871 $19.2M
Life Line Wealth Management LLC 6.20% Reduce -59.1% 30,855 $19.2M
Asset Management Group, Inc. 3.34% Add +0.2% 30,836 $19.1M
SWP Financial LLC 10.51% Reduce -17.9% 30,827 $19.1M
Van Hulzen Asset Management, LLC 1.60% Reduce -0.3% 30,756 $19.1M
Eq LLC 7.41% Add +18.2% 30,741 $19.1M
Smith Shellnut Wilson LLC 8.27% Reduce -0.7% 30,696 $19.1M
Wiser Wealth Management, Inc 4.77% Reduce -1.9% 30,684 $19.1M
Capital Insight Partners, LLC 3.29% Reduce -3.8% 30,452 $18.9M
JCSD Capital, LLC 36.77% — 30,450 $18.9M
ArborFi Advisors, LLC 16.64% Add +8.1% 30,438 $18.9M
Thomasville National Bank 1.29% Reduce -2.2% 30,390 $18.9M
Vanguard Group Inc. 0.00% Add +2.8% 30,341 $18.8M
AtlasMark Financial, Inc 14.29% Add +16.2% 30,259 $18.8M
Market Street Wealth Management Advisors LLC 3.05% Reduce -1.7% 30,138 $18.7M
Great Valley Advisor Group, Inc. 0.41% Reduce -1.7% 30,126 $18.7M
Focus Partners Advisor Solutions, LLC 0.25% Add +0.5% 29,906 $18.6M
Astra Wealth Partners LLC 14.93% Reduce -2.3% 29,809 $18.5M
Ade, LLC 9.84% Reduce -0.4% 29,781 $18.5M
Element Wealth, LLC 8.50% Reduce -1.1% 29,762 $18.5M
Boston Research & Management Inc. 4.39% Reduce -2.6% 29,624 $18.4M
Harbor Group, Inc. 3.25% Add +9.0% 29,562 $18.4M
Sax Wealth Advisors, LLC 1.11% Add +28.9% 29,547 $18.3M
Oak Wealth Advisors LLC 11.77% Add +4.0% 29,543 $18.3M
Commonwealth Financial Services, LLC 3.52% Reduce -18.3% 29,483 $18.3M
Palisades Hudson Asset Management, L.P. 7.15% Add +32.8% 29,422 $18.3M
Compagnie Lombard Odier SCmA 0.24% Reduce -3.0% 29,395 $18.3M
Retirement Systems of Alabama 0.07% Add +1.7% 29,379 $18.2M
Coordinated Financial Services, Inc. 12.81% — 29,374 $18.2M
Wesbanco Bank Inc. 0.54% Add +13.6% 29,266 $18.2M
Tower Research Capital LLC (TRC) 0.49% New 29,084 $18.1M
Sovereign Financial Group, Inc. 3.71% Add +1.1% 29,023 $18.0M
Oarsman Capital, Inc. 2.82% Reduce -1.1% 29,012 $18.0M
Centennial Wealth Advisory LLC 5.73% Reduce -33.1% 29,170 $18.0M
Foundry Financial Group, Inc. 10.22% Add +10.9% 28,929 $18.0M
Stratos Wealth Advisors, LLC 0.95% Add +7.4% 28,887 $17.9M
Kilter Group LLC 9.44% Reduce -47.5% 28,868 $17.9M
Kingswood Wealth Advisors, LLC 1.42% Add +30.5% 28,868 $17.9M
Taylor & Morgan Wealth Management, LLC 12.10% Add +4.5% 28,863 $17.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.46% Add +3.5% 28,713 $17.8M
Apollon Financial, LLC 3.71% Add +2.4% 28,462 $17.7M
Wedbush Securities Inc. 0.62% Reduce -60.4% 28,364 $17.6M
EverSource Wealth Advisors, LLC 0.79% Add +6.0% 28,286 $17.6M
Pallas Capital Advisors LLC 0.67% Reduce -0.5% 28,235 $17.5M
Pembroke Management, LTD 2.09% Add +12.7% 27,882 $17.3M
CRA Financial Services, LLC 2.65% Add +5.6% 27,880 $17.3M
Steel Grove Capital Advisors, LLC 2.04% Reduce -0.4% 27,706 $17.2M
Acropolis Investment Management, LLC 0.94% Reduce -1.1% 27,665 $17.2M
Headland Capital, LLC 5.18% New 27,612 $17.1M
Cooper/Haims Advisors, LLC 8.43% Add +16.3% 27,568 $17.1M
NWF Advisory Services Inc. 2.04% Add +7.0% 27,534 $17.1M
Trifecta Capital Advisors, LLC 2.84% Add +1.0% 27,529 $17.1M
Fifth Lane Capital, LP 20.85% New 27,500 $17.1M
Blueprint Investment Partners LLC 3.03% Add +10.7% 27,478 $17.1M
Colonial Trust Co / SC 2.48% Add +10.6% 27,421 $17.0M
Pinion Investment Advisors, LLC 5.87% Reduce -22.3% 27,421 $17.0M
BCGM Wealth Management, LLC 4.80% Reduce -1.4% 27,405 $17.0M
AlphaCore Capital LLC 0.65% Add +93.1% 27,357 $17.0M
Chesley Taft & Associates LLC 0.76% Add +1.3% 27,339 $17.0M
Canvas Wealth Advisors, LLC 3.32% Add +21.1% 26,320 $16.8M
Evernest Financial Advisors, LLC 5.43% Reduce -2.1% 27,020 $16.8M
Generali Investments CEE, investicni spolecnost, a.s. 1.38% No change 27,000 $16.8M
MassMutual Private Wealth & Trust, FSB 0.45% Add +3.3% 26,898 $16.7M
Signature Estate & Investment Advisors LLC 0.38% Reduce -0.7% 26,833 $16.7M
Peak Planning Group, LLC 10.60% Reduce -43.3% 26,674 $16.6M
United Community Bank 5.66% Reduce -4.3% 26,649 $16.5M
Peoples Bank 10.22% Reduce -2.6% 26,633 $16.5M
Zhang Financial LLC 0.76% Add +6.1% 26,633 $16.5M
Trustmark Bank Trust Department 1.14% Add +3.0% 26,627 $16.5M
Proficio Capital Partners LLC 1.03% Reduce -2.6% 26,605 $16.5M
Caldwell Trust Co 1.65% Reduce -2.1% 26,576 $16.5M
Ironwood Wealth Management, Inc. 7.74% Reduce -0.9% 26,290 $16.4M
Sage Advisory Services, Ltd.Co. 8.89% Reduce -29.0% 26,285 $16.3M
Forefront Wealth Partners, LLC 11.20% Add +25.4% 27,578 $16.3M
Empower Advisory Group, LLC 0.05% Add +0.1% 26,164 $16.2M
Treasurer of the State of North Carolina 0.05% Reduce -54.4% 26,162 $16.2M
Webster Bank, N. A. 1.67% Add +8.0% 26,050 $16.2M
EPG Wealth Management LLC 4.84% Reduce -21.1% 25,948 $16.1M
Congress Park Capital LLC 5.28% Add +3.6% 25,933 $16.1M
BTC Capital Management, Inc. 1.31% Reduce -0.1% 25,909 $16.1M
Evergreen Capital Management LLC 0.48% Add +9.2% 25,899 $16.1M
Independent Advisor Alliance 0.46% Add +231.5% 25,860 $16.1M
Providence Capital Advisors, LLC 2.93% Add +6.7% 25,675 $15.9M
Axxcess Wealth Management, LLC 0.38% Add +7.8% 25,611 $15.9M
Hardy Reed LLC 1.27% Reduce -0.6% 25,609 $15.9M
Breakthru Advisory Services, LLC 24.58% No change 28,286 $15.9M
Pine Valley Investments Ltd Liability Co 0.93% Add +18.8% 25,481 $15.8M
Peterson Wealth Advisors, LLC 2.60% Add +4.2% 25,390 $15.8M
CENTRAL TRUST Co 0.36% Add +1.4% 25,296 $15.7M
Global Wealth Management Investment Advisory, Inc. 2.94% Reduce -1.6% 25,234 $15.7M
Invst, LLC 1.95% Reduce -67.4% 25,228 $15.7M
Broadview Financial Management, LLC 10.62% Add +3.8% 25,190 $15.6M
Bank Pictet & Cie (Europe) AG 0.33% Reduce -5.5% 25,070 $15.6M
Kingsview Wealth Management, LLC 0.26% Add +9.6% 24,950 $15.5M
Verum Partners LLC 3.57% Reduce -0.1% 24,902 $15.5M
Strategic Blueprint, LLC 0.76% Reduce -0.4% 24,859 $15.4M
Moisand Fitzgerald Tamayo, LLC 1.95% Reduce -1.8% 24,811 $15.4M
Becker Capital Management Inc. 0.48% Reduce -0.5% 24,803 $15.4M
Canal Capital Management, LLC 2.42% Reduce -3.5% 24,768 $15.4M
Parisi Gray Wealth Management 4.39% Reduce -1.6% 24,692 $15.3M
Rothschild Wealth LLC 3.75% Reduce -45.9% 24,648 $15.3M
Anderson Hoagland & Co. 1.46% Reduce -1.0% 24,624 $15.3M
Ameliora Wealth Management Ltd. 5.46% Add +36.3% 24,581 $15.3M
Guardian Wealth Advisors, LLC / NC 1.07% Add +8.8% 24,539 $15.2M
Parsons Capital Management Inc. 0.94% Reduce -0.4% 24,534 $15.2M
Highview Capital Management LLC 5.87% Reduce -0.9% 24,509 $15.2M
Associated Banc-Corp 0.43% Add +2.0% 24,446 $15.2M
Family Firm, Inc. 3.66% Reduce -0.1% 24,429 $15.2M
JDM Financial Group LLC 7.15% Reduce -0.1% 24,404 $15.2M
Columbus Macro, LLC 1.85% Reduce -17.4% 24,337 $15.1M
Bigelow Investment Advisors, LLC 6.65% Add +2.4% 24,296 $15.1M
AlTi Global, Inc. 0.38% Reduce -2.1% 24,204 $15.0M
Syntax Research, Inc. 10.67% Add +4.5% 24,188 $15.0M
Bison Wealth, LLC 1.19% Add +13.6% 24,041 $15.0M
Resolute Wealth Advisor, Inc. 8.54% — 22,968 $15.0M
Northwest Bancshares, Inc. 2.60% Reduce -2.5% 24,036 $14.9M
GenTrust, LLC 0.70% No change 23,994 $14.9M
Lutz Financial Services LLC 1.16% Add +1.1% 23,968 $14.9M
Breakwater Capital Group 2.42% Reduce -0.8% 23,944 $14.9M
Aureus Asset Management, LLC 0.95% Reduce -0.1% 23,899 $14.8M
New York Life Investment Management LLC 0.14% Add +62.4% 23,854 $14.8M
First National Trust Co 0.55% Reduce -0.7% 23,836 $14.8M
Scissortail Wealth Management, LLC 3.54% Add +3.5% 23,717 $14.7M
Fusion Capital, LLC 5.02% Add +1.5% 23,636 $14.7M
Sierra Capital LLC 1.69% Reduce -0.9% 23,621 $14.7M
Cyndeo Wealth Partners, LLC 0.87% Reduce -6.3% 23,529 $14.6M
Pinnacle Family Advisors, LLC 7.03% Add +6.3% 23,406 $14.5M
Financial Advocates Investment Management 1.17% Reduce -2.5% 23,079 $14.3M
Mosaic Financial Group, LLC 10.95% Add +1.8% 23,050 $14.3M
Summit Trail Advisors, LLC 0.25% New 23,016 $14.3M
TSA Wealth Managment LLC 5.22% Reduce -2.3% 22,995 $14.3M
Cherry Tree Wealth Management, LLC 3.32% Reduce -0.5% 22,987 $14.3M
CM Wealth Advisors LLC 4.20% Add +65.7% 22,974 $14.3M
Venture Visionary Partners LLC 0.54% Add +2.5% 22,945 $14.2M
Motive Wealth Advisors 6.45% Reduce -0.6% 22,811 $14.2M
Smartleaf Asset Management LLC 1.25% Add +78.0% 22,931 $14.2M
Gould Asset Management LLC 2.75% Reduce -3.8% 22,635 $14.1M
North Star Investment Management Corp. 0.98% Reduce -1.3% 22,623 $14.0M
Jackson Hole Capital Partners, LLC 2.57% Reduce -0.5% 22,617 $14.0M
Greenhouse Wealth Management, LLC 9.02% Add +16.8% 22,560 $14.0M
ETF Store, Inc. 16.19% Reduce -1.5% 22,509 $14.0M
Centurion Wealth Management LLC 4.01% Reduce -22.6% 22,498 $14.0M
GFS Advisors, LLC 1.91% Reduce -1.8% 22,492 $14.0M
CWA Asset Management Group, LLC 0.59% Add +6.0% 22,350 $13.9M
Aegis Wealth Management LLC 8.30% Reduce -0.1% 24,626 $13.8M
Atlantic Edge Private Wealth Management, LLC 3.80% Add +35.0% 22,265 $13.8M
Capital Investment Advisory Services, LLC 1.12% Add +0.8% 22,094 $13.7M
Lakeshore Capital Group, Inc. 12.17% Add +1.5% 22,094 $13.7M
Elyxium Wealth, LLC 5.14% Reduce -13.6% 22,061 $13.7M
SPC Financial, Inc. 1.14% Add +9.0% 21,948 $13.6M
Investment Advisory Group, LLC 4.13% Add +4.1% 21,944 $13.6M
BG Investment Services, LLC 16.99% Reduce -55.2% 21,769 $13.6M
Main Street Financial Solutions, LLC 0.98% Add +17.7% 21,835 $13.6M
Spectrum Strategic Capital Management, LLC 8.61% Reduce -61.6% 21,783 $13.5M
Fiera Capital Corp 0.05% Add +2.5% 21,779 $13.5M
Omega Financial Group, LLC 4.87% Add +2.7% 21,763 $13.5M
Roof Eidam Maycock Peralta, LLC 3.33% Add +0.7% 21,742 $13.5M
Park National Corp. 0.45% Reduce -6.0% 21,732 $13.5M
Cosner Financial Group, LLC 7.50% Add +4.0% 21,684 $13.5M
Trek Financial, LLC 0.90% Reduce -48.1% 21,589 $13.4M
MainStreet Investment Advisors LLC 1.85% Add +6.0% 21,584 $13.4M
MFA Wealth Services 10.04% Add +1.6% 21,516 $13.4M
Delta Investment Management, LLC 2.56% Add +10.4% 21,463 $13.3M
REDW Wealth LLC 5.30% Add +0.7% 21,447 $13.3M
Forbes Financial Planning, Inc. 8.98% Add +53.7% 21,408 $13.3M
Koshinski Asset Management, Inc. 1.00% Reduce -2.4% 21,327 $13.2M
Bank of New Hampshire 3.29% Reduce -1.3% 21,297 $13.2M
FOCUS Wealth Advisors, LLC 6.85% Reduce -17.7% 21,218 $13.2M
Pandora Wealth, Inc. 8.07% Add +0.0% 21,136 $13.1M
Gunma Bank,Ltd. 4.26% No change 21,000 $13.0M
Fairvoy Private Wealth, LLC 3.24% Reduce -5.0% 20,980 $13.0M
Gradient Investments LLC 0.24% Add +56.8% 20,904 $13.0M
Fortis Capital Advisors, LLC 2.31% Add +20.4% 20,764 $12.9M
GPS Wealth Strategies Group, LLC 1.48% Add +19.4% 20,737 $12.9M
Csenge Advisory Group 0.68% Reduce -28.3% 21,683 $12.8M
Foundation Wealth Management, LLC\PA 5.55% Reduce -0.1% 20,657 $12.8M
Kooman & Associates 4.33% Reduce -2.1% 20,654 $12.8M
Latitude Advisors, LLC 6.44% Add +2.3% 20,634 $12.8M
Beaird Harris Wealth Management, LLC 0.99% Add +7.9% 20,621 $12.8M
Planwiser Financial, LLC 10.92% Add +7.5% 20,005 $12.8M
YHB Investment Advisors, Inc. 0.99% Reduce -0.4% 20,609 $12.8M
Capital Fund Management S.A. 0.14% Add +16.9% 20,574 $12.8M
Meadow Creek Wealth Advisors LLC 8.62% Add +0.9% 20,568 $12.8M
WealthPLAN Partners, LLC 2.05% Reduce -2.6% 20,551 $12.8M
Private Trust Co. NA 1.21% Reduce -10.8% 20,507 $12.7M
NewEdge Wealth, LLC 0.20% Add +41.4% 20,028 $12.7M
MRWM Advisors, LLC 7.93% Add +17.7% 20,405 $12.7M
Ted Buchan & Co 5.03% Add +2.0% 20,380 $12.7M
Unique Wealth Strategies, LLC 5.29% Reduce -0.8% 20,322 $12.6M
Doliver Advisors, LP 3.44% Add +0.6% 20,232 $12.6M
Chicago Capital, LLC 0.31% Reduce -3.8% 20,215 $12.6M
Xponance LLC 0.10% Reduce -16.4% 20,166 $12.5M
Columbia Bank 3.81% Reduce -17.1% 20,055 $12.5M
Money Concepts Capital Corp. 0.84% Add +49.8% 20,126 $12.5M
Yelin Lapidot Holdings Management Ltd. 2.27% Reduce -1.9% 20,046 $12.4M
Strategic Wealth Partners, Ltd. 0.98% — 20,001 $12.4M
Ausdal Financial Partners, Inc. 0.83% Add +10.5% 19,996 $12.4M
Bay Harbor Wealth Management, LLC 3.59% Reduce -52.9% 19,920 $12.4M
One Wealth Capital Management, LLC 5.80% Reduce -34.6% 19,911 $12.4M
Sound Stewardship, LLC 6.38% Add +7.9% 19,907 $12.4M
Telos Capital Management, Inc. 1.26% Add +8.1% 19,891 $12.4M
Bright Financial Advisors, Inc. 6.84% Add +0.5% 19,859 $12.3M
Cordatus Wealth Management LLC 3.01% New 19,706 $12.2M
MidAtlantic Capital Management, Inc. 8.65% Add +11.0% 19,630 $12.2M
Cape Ann Savings Bank 7.27% Reduce -0.6% 19,602 $12.2M
Sentry LLC 2.41% Add +7.2% 19,476 $12.1M
Patriot Investment Management Group, Inc. 0.84% Reduce -0.1% 19,471 $12.1M
Wealth Management Partners, LLC 4.27% Add +3.9% 19,372 $12.1M
Transcend Capital Advisors, LLC 0.94% Add +0.1% 19,418 $12.1M
Shulman DeMeo Asset Management LLC 2.98% Reduce -0.7% 19,413 $12.1M
Red Tortoise LLC 5.87% Reduce -3.5% 19,383 $12.0M
Precedent Wealth Partners, LLC 2.95% Reduce -10.9% 19,379 $12.0M
Meritage Portfolio Management 0.76% Reduce -17.5% 19,361 $12.0M
Louisbourg Investments Inc. 2.83% Add +0.2% 19,360 $12.0M
Cobblestone Asset Management LLC 6.29% Reduce -52.5% 19,275 $12.0M
Novem Group 1.51% Add +1.7% 19,198 $11.9M
Synergy Investment Management, LLC 7.17% Reduce -33.8% 19,158 $11.9M
Harbor Advisory Corp. 3.79% No change 19,154 $11.9M
Ingalls & Snyder LLC 0.42% Add +13.3% 19,066 $11.8M
Nations Financial Group Inc, /Ia/ 0.81% Add +6.2% 18,989 $11.8M
SC&H Financial Advisors, Inc. 2.01% Add +2.3% 18,971 $11.8M
GWN Securities Inc. 2.18% Reduce -76.0% 18,841 $11.8M
Tritonpoint Wealth, LLC 1.09% Reduce -1.5% 18,918 $11.7M
Perissos Private Wealth Management, LLC 9.28% Add +2074.1% 18,915 $11.7M
Wealth Management Associates, Inc. 4.56% Add +0.2% 18,872 $11.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.26% Add +1.7% 18,843 $11.7M
Inman Jager Wealth Management, LLC 7.90% Reduce -2.5% 18,818 $11.7M
Thoroughbred Financial Services, LLC 0.81% Reduce -4.1% 18,768 $11.7M
Horst & Graben Wealth Management LLC 1.92% Reduce -13.0% 18,668 $11.6M
MBE Wealth Management, LLC 5.04% Add +1.9% 18,656 $11.6M
One Day In July LLC 1.04% Reduce -4.3% 18,558 $11.5M
NorthRock Partners, LLC 0.30% Reduce -0.7% 18,496 $11.5M
Glen Eagle Advisors, LLC 1.76% Add +1.2% 18,476 $11.5M
Harbor Investment Advisory, LLC 1.02% Reduce -2.0% 18,475 $11.5M
Ameritas Advisory Services, LLC 0.60% Reduce -66.7% 18,468 $11.5M
Claro Advisors Inc. 1.89% Add +6.5% 18,420 $11.4M
Revolve Wealth Partners, LLC 1.49% Add +2.9% 18,415 $11.4M
MA Private Wealth 2.04% Reduce -10.0% 18,396 $11.4M
Retirement Wealth Solutions LLC 8.34% Reduce -15.1% 18,393 $11.4M
Mustico Financial Group, Inc. 10.53% — 18,001 $11.4M
Etesian Wealth Advisors, Inc. 4.25% Add +6.5% 18,365 $11.4M
Lanark Financial, Inc. 0.94% Add +31.0% 18,345 $11.4M
Objective Capital Management, LLC 12.78% Add +2.4% 18,320 $11.4M
Bartlett & Co. Wealth Management LLC 0.16% Add +0.2% 18,299 $11.4M
Red Door Wealth Management, LLC 1.36% Add +0.3% 18,291 $11.4M
Money Design Co.,Ltd. 0.56% Reduce -3.3% 18,161 $11.3M
Nicolet Advisory Services, LLC 0.96% Reduce -0.1% 18,023 $11.3M
Simmons Bank 0.80% Add +0.2% 18,102 $11.2M
Granite Harbor Advisors, Inc. 5.22% Reduce -7.7% 17,904 $11.1M
Wayfinding Financial, LLC 4.97% Reduce -1.8% 17,528 $11.1M
Argent Advisors, Inc. 3.40% Add +2.9% 17,695 $11.0M
PJT Investments Corp. 5.86% — 17,692 $11.0M
Post Resch Tallon Group Inc. 10.64% Reduce -0.3% 17,684 $11.0M
Welch Group, LLC 0.46% Add +0.2% 17,635 $10.9M
TFB Advisors LLC 2.87% Add +68.0% 17,626 $10.9M
Montis Financial, LLC 3.02% Reduce -4.4% 17,522 $10.9M
Mma Asset Management LLC 4.17% Reduce -18.9% 17,517 $10.9M
Secure Asset Management, LLC 2.02% Add +40.3% 17,498 $10.9M
American National Bank & Trust 1.11% Add +1.0% 17,456 $10.8M
Welch & Forbes LLC 0.13% Add +0.6% 17,366 $10.8M
DAVENPORT & Co LLC 0.06% Reduce -4.7% 17,352 $10.8M
Campion Asset Management 8.07% Add +7.0% 17,320 $10.8M
Agf Management Ltd. 0.05% Reduce -1.8% 17,301 $10.7M
Trail Ridge Investment Advisors, LLC 5.16% Reduce -4.6% 16,911 $10.7M
Connecticut Wealth Management, LLC 0.51% Reduce -1.4% 17,282 $10.7M
Verdence Capital Advisors LLC 0.73% Reduce -0.9% 17,244 $10.7M
Advisory Resource Group 2.05% Reduce -0.2% 17,152 $10.6M
Archvest Wealth Advisors, Inc. 9.28% Add +11.8% 17,148 $10.6M
True Vision MN LLC 5.89% Reduce -44.0% 17,139 $10.6M
Citadel Advisors 0.01% New 17,138 $10.6M
Leavell Investment Management, Inc. 0.47% Reduce -1.0% 17,012 $10.6M
Granby Capital Management, LLC 5.89% No change 17,000 $10.6M
Williams Jones Wealth Management, LLC. 0.13% Reduce -1.7% 16,993 $10.6M
Northeast Financial Consultants Inc 0.43% Add +2.7% 16,948 $10.5M
Flagship Harbor Advisors, LLC 0.50% Add +17.1% 16,856 $10.5M
Forum Private Client Group LLC 4.02% Add +5.9% 16,803 $10.4M
Geneva Partners, LLC 4.13% Add +0.3% 16,770 $10.4M
DecisionMap Wealth Management, LLC 7.12% Add +3.5% 16,715 $10.4M
Manhattan West Asset Management, LLC 2.39% Reduce -1.2% 16,651 $10.3M
Roundview Capital LLC 0.69% Reduce -0.9% 16,607 $10.3M
SOL Capital Management CO 1.00% Add +1.4% 16,579 $10.3M
jvl associates llc 3.69% Add +1.2% 16,522 $10.3M
GW&K Investment Management, LLC 0.09% Add +52.8% 16,505 $10.2M
Clearstead Trust, LLC 1.94% Add +1.0% 16,502 $10.2M
Mountain Hill Investment Partners Corp. 8.59% Add +8.8% 16,481 $10.2M
Private Advisory Group LLC 0.95% Add +1.5% 16,422 $10.2M
Postrock Partners LLC 4.88% Reduce -0.2% 16,421 $10.2M
T. Rowe Price Associates Inc. 0.00% Reduce -55.9% 16,341 $10.1M
GM Advisory Group, LLC 0.50% Add +11.8% 16,287 $10.1M
Baldwin Wealth Partners LLC 0.69% Reduce -0.5% 16,284 $10.1M
Old Port Advisors 2.75% Add +3.1% 16,216 $10.1M
IFC Advisors LLC 1.88% Add +2.2% 16,214 $10.1M
BWM Planning, LLC 3.46% Add +0.3% 16,175 $10.0M
Boyd Wealth Management, LLC 4.35% Reduce -2.1% 16,172 $10.0M
Asset Allocation & Management Company, LLC 4.68% No change 16,129 $10.0M
Beacon Bridge Wealth Partners, LLC 3.96% Reduce -0.1% 16,061 $10.0M
MinichMacGregor Wealth Management, LLC 2.13% Add +27.3% 16,043 $10.0M
Arrien Investments, Inc. 6.29% Add +1.2% 16,029 $10.0M
Maia Wealth LLC 1.90% Reduce -12.9% 16,022 $9.9M
Chung Wu Investment Group, LLC 10.32% Reduce -12.7% 15,940 $9.9M
Capital Group Private Client Services, Inc. 0.09% Add +9.1% 15,932 $9.9M
EdgeRock Capital LLC 3.13% New 15,926 $9.9M
Red Wave Investments LLC 3.25% Reduce -0.7% 15,899 $9.9M
Marathon Strategic Advisors, LLC 9.16% Reduce -1.3% 15,885 $9.9M
IFG Advisory, LLC 0.49% Reduce -13.9% 15,831 $9.8M
Solstein Capital, LLC 5.03% No change 15,798 $9.8M
Baring Financial LLC 7.32% Reduce -3.0% 15,780 $9.8M
Legacy Edge Advisors, LLC 1.31% Reduce -33.9% 15,746 $9.8M
Sfm, LLC 6.26% Add +79.5% 15,705 $9.8M
Integrated Investment Consultants, LLC 1.91% Add +0.0% 15,673 $9.7M
Gateway Wealth Partners, LLC 1.85% Reduce -35.1% 15,668 $9.7M
Chapin Davis, Inc. 2.68% Add +0.1% 15,627 $9.7M
Carnegie Investment Counsel 0.20% Add +2.5% 15,625 $9.7M
Copperleaf Capital, LLC 4.91% Add +1.2% 15,622 $9.7M
Steigerwald, Gordon & Koch Inc. 1.02% Add +4.2% 15,572 $9.7M
Maseco LLP 0.37% — 15,570 $9.7M
Goepper Burkhardt LLC 3.56% Add +18.2% 15,563 $9.7M
Symphony Financial, Ltd. Co. 1.27% Add +158.8% 19,427 $9.7M
Garrison Point Advisors, LLC 4.43% Add +0.7% 15,550 $9.7M
White Pine Capital LLC 3.05% Add +4.2% 15,485 $9.6M
Clear Investment Research, LLC 12.11% Reduce -1.6% 15,463 $9.6M
Nicolet Bankshares Inc. 1.65% Add +39.8% 15,390 $9.6M
Whalerock Point Partners, LLC 2.12% Add +3.5% 15,346 $9.5M
Arete Wealth Advisors, LLC 0.68% Reduce -15.2% 15,334 $9.5M
Illinois Municipal Retirement Fund 0.13% Reduce -10.5% 15,300 $9.5M
Lighthouse Financial LLC 7.24% Reduce -1.2% 15,229 $9.5M
Sapient Capital LLC 0.17% Add +2.1% 15,223 $9.5M
Greenwood Gearhart LLC 0.59% Reduce -13.3% 15,203 $9.4M
Rialto Wealth Management, LLC 2.64% Add +8.0% 15,196 $9.4M
Nepc LLC 0.24% No change 15,178 $9.4M
GeoWealth Management, LLC 0.37% Reduce -14.3% 15,169 $9.4M
Bulwark Capital Corp 7.92% — 15,145 $9.4M
Sugar Maple Asset Management, LLC 7.33% Add +17.2% 15,140 $9.4M
Meridian Financial Advisors, LLC 6.07% Reduce -1.2% 15,109 $9.4M
Cassia Capital Partners, LLC 5.64% Reduce -3.5% 15,108 $9.4M
Pension & Wealth Management Advisors, Inc. 3.14% Reduce -1.5% 15,090 $9.4M
Eagle Strategies LLC 1.42% Add +5.6% 15,019 $9.3M
BIP Wealth, LLC 0.57% Add +9.6% 14,972 $9.3M
Calamos Advisors LLC 0.06% Add +0.1% 14,970 $9.3M
Armbruster Capital Management, Inc. 1.68% Reduce -19.1% 14,935 $9.3M
London Co. of Virginia 0.05% Reduce -55.5% 14,907 $9.3M
Everpar Advisors LLC 4.18% Add +38.5% 14,810 $9.2M
NFSG Corp 1.49% Add +13.4% 14,799 $9.2M
Wedmont Private Capital 0.39% Add +3.9% 14,638 $9.2M
Allium Financial Advisors, LLC 7.99% Reduce -0.1% 14,771 $9.2M
Stephens Inc. 0.13% Reduce -1.0% 14,735 $9.1M
Investment Management Corp. /Va/ 8.26% Reduce -0.6% 14,667 $9.1M
Moors & Cabot, Inc. 0.42% Add +6.8% 14,662 $9.1M
Leuthold Group, LLC 1.09% Add +2.4% 14,658 $9.1M
Apex Wealth Management, LLC 7.28% Add +31.9% 14,612 $9.1M
Insigneo Advisory Services, LLC 0.78% Add +13.3% 14,592 $9.1M
Colony Family Offices, LLC 2.34% Add +95.6% 14,589 $9.1M
Milestone Investment Advisors LLC 2.36% Reduce -26.0% 14,579 $9.1M
My Legacy Advisors, LLC 3.22% Reduce -9.8% 14,381 $9.0M
Bawa N Mallick Trust 3.73% No change 14,523 $9.0M
Pitcairn Co. 0.59% Add +17.1% 14,513 $9.0M
Instrumental Wealth, LLC 7.12% Add +0.9% 14,322 $9.0M
Founders Financial Securities LLC 0.68% Reduce -5.8% 14,362 $8.9M
Firethorn Wealth Partners, LLC 3.85% Reduce -14.1% 14,286 $8.9M
National Wealth Management Group, LLC 4.96% Add +7.7% 14,259 $8.9M
Jaffetilchin Investment Partners, LLC 0.58% Reduce -0.1% 14,251 $8.8M
Elm Partners Management LLC 0.51% Reduce -46.7% 14,189 $8.8M
Ironwood Investment Counsel, LLC 1.36% Add +25.7% 14,141 $8.8M
Financial Counselors Inc. 12.39% Reduce -84.7% 14,109 $8.8M
NorthCrest Asset Manangement, LLC 0.24% Add +14.8% 13,935 $8.8M
Joel Isaacson & Co., LLC 0.36% Add +4.8% 14,095 $8.8M
Legacy Capital Wealth Partners, LLC 1.98% Reduce -6.5% 14,015 $8.7M
Transamerica Financial Advisors, LLC 0.82% Reduce -1.7% 13,995 $8.7M
NatWest Group plc 2.57% Reduce -0.1% 13,975 $8.7M
Fullerton Fund Management Co Ltd. 0.35% Add +250.6% 13,878 $8.6M
Hilltop National Bank 2.24% — 13,831 $8.6M
Genesis Wealth Advisors, LLC 6.44% Reduce -0.8% 13,815 $8.6M
waypoint wealth counsel 4.24% Add +1.6% 13,764 $8.5M
Mechanics Financial Corp 3.63% Add +3.0% 13,754 $8.5M
Abacus Planning Group, Inc. 1.27% Add +0.3% 13,693 $8.5M
Perennial Investment Advisors, LLC 0.82% Reduce -24.4% 13,672 $8.5M
Cutler Investment Counsel LLC 0.94% Add +14.4% 13,597 $8.4M
Venturi Wealth Management, LLC 0.42% Reduce -2.0% 13,580 $8.4M
Luken Investment Analytics, LLC 3.69% Reduce -23.8% 13,572 $8.4M
Fidato Wealth LLC 6.02% Reduce -1.6% 13,563 $8.4M
Nelson Capital Management, LLC 1.11% Add +7.5% 13,560 $8.4M
Awm Capital, LLC 0.88% No change 13,548 $8.4M
Continuum Advisory, LLC 1.01% Reduce -8.3% 13,546 $8.4M
West Bancorporation Inc. 5.29% Reduce -6.0% 13,492 $8.4M
Salomon & Ludwin, LLC 0.83% Reduce -1.2% 13,436 $8.4M
Nordwand Advisors, LLC 1.31% Add +1556.4% 13,483 $8.4M
Twin Peaks Wealth Advisors, LLC 2.70% Reduce -42.2% 12,911 $8.3M
Nilsine Partners, LLC 0.84% Reduce -5.9% 13,343 $8.3M
McMill Wealth Management 2.73% Reduce -2.9% 13,332 $8.3M
Mendota Financial Group, LLC 7.76% Add +1.9% 13,207 $8.2M
KWB Wealth 0.99% Reduce -3.0% 14,550 $8.2M
Prasad Wealth Partners, LLC 2.39% Reduce -17.5% 13,155 $8.2M
Quartz Partners, LLC 3.73% Add +21.9% 13,137 $8.2M
MSH Capital Advisors LLC 2.35% Reduce -0.3% 13,127 $8.2M
Trust Point Inc. 0.77% Add +0.2% 13,116 $8.1M
XY Planning Network, Inc. 2.76% Add +262.3% 13,058 $8.1M
Keystone Global Partners, LLC 4.40% Reduce -3.5% 13,010 $8.1M
Ethos Financial Group, LLC 0.69% Reduce -2.8% 12,963 $8.0M
Curated Wealth Partners LLC 0.94% Reduce -7.8% 12,940 $8.0M
Northstar Advisory Group, LLC 3.91% Add +19.9% 12,908 $8.0M
MY Wealth Management Inc. 7.66% Reduce -36.6% 12,873 $8.0M
Flower City Capital 4.69% Add +0.4% 12,817 $8.0M
C2C Wealth Management, LLC 7.19% Add +0.8% 12,783 $7.9M
Twin Focus Capital Partners, LLC 1.11% Add +33.1% 12,773 $7.9M
Coign Capital Advisors LLC 5.33% Reduce -7.6% 12,692 $7.9M
HBK Sorce Advisory LLC 0.21% Add +5.4% 12,689 $7.9M
Koss-Olinger Consulting, LLC 0.65% Reduce -4.8% 12,684 $7.9M
Aprio Wealth Management, LLC 0.89% Reduce -6.1% 12,670 $7.9M
Sterling Financial Planning, Inc. 2.61% Add +0.1% 12,596 $7.8M
Riverbend Wealth Management, LLC 5.92% Add +1.2% 12,594 $7.8M
Certus Wealth Management, LLC 5.02% Reduce -1.4% 12,563 $7.8M
WASHINGTON TRUST Co 0.27% No change 12,471 $7.7M
Barrett & Company, Inc. 2.90% Add +1.1% 12,462 $7.7M
Tudor Investment Corporation 0.06% Add +45.6% 12,420 $7.7M
Greykasell Wealth Strategies, Inc. 3.69% Add +3.0% 12,387 $7.7M
Plante Moran Financial Advisors, LLC 0.54% Add +16.0% 12,366 $7.7M
Index Fund Advisors, Inc. 0.43% Add +14.1% 12,313 $7.6M
KCM Investment Advisors LLC 0.26% Add +3.0% 12,247 $7.6M
Keystone Financial Group 0.69% Reduce -1.1% 12,219 $7.6M
Wealthedge Investment Advisors, LLC 3.17% Add +0.8% 12,217 $7.6M
Platform Technology Partners 1.98% Reduce -2.1% 12,190 $7.6M
Shelter Mutual Insurance Co 1.75% Reduce -2.3% 12,180 $7.6M
GC Wealth Management RIA, LLC 0.61% Add +160.4% 12,068 $7.5M
Ridgecrest Wealth Partners, LLC 3.95% Add +8.9% 12,066 $7.5M
TradeWell Securities, LLC. 3.57% Add +1.1% 12,035 $7.5M
Jacobi Capital Management LLC 0.50% Reduce -4.5% 12,033 $7.5M
Aletheian Wealth Advisors LLC 3.67% Reduce -0.2% 12,009 $7.5M
Norden Group LLC 0.81% Reduce -2.7% 11,976 $7.4M
Wolverine Trading, LLC 0.19% Reduce -95.6% 12,033 $7.4M
Pittenger & Anderson Inc. 0.27% Reduce -0.5% 11,956 $7.4M
Davis Wealth Advisors, LLC 7.87% Reduce -37.7% 11,945 $7.4M
Emerald Advisors, LLC 0.95% Add +4.5% 11,918 $7.4M
Endeavor Private Wealth, Inc. 3.49% Reduce -49.2% 11,880 $7.4M
Heritage Family Offices, LLP 3.71% Reduce -0.0% 13,153 $7.3M
Hohimer Wealth Management, LLC 1.31% Add +34.3% 11,799 $7.3M
Freedom Investment Management, Inc. 0.58% Add +109.4% 11,769 $7.3M
RCS Financial Planning, LLC 3.62% Reduce -27.1% 11,736 $7.3M
Westmount Partners, LLC 1.99% Reduce -0.5% 11,679 $7.3M
Trust Co 0.82% Reduce -3.1% 11,641 $7.2M
Larson Financial Group LLC 0.29% Add +5.0% 11,640 $7.2M
Smith Anglin Financial, LLC 0.65% Reduce -59.0% 11,604 $7.2M
Selective Wealth Management, Inc. 2.62% Add +1.6% 11,444 $7.2M
Barnes Wealth Management Group, Inc 4.22% Reduce -35.7% 11,510 $7.1M
Busey Bank 0.22% Reduce -1.5% 11,483 $7.1M
International Assets Investment Management, LLC 0.57% Reduce -38.0% 11,471 $7.1M
Able Wealth Management LLC 3.56% Reduce -0.3% 11,383 $7.1M
Chancellor Financial Group WB LP 5.49% Add +1.2% 11,380 $7.1M
Arcus Capital Partners, LLC 3.05% Add +12.1% 11,354 $7.0M
Intrua Financial, LLC 1.01% Reduce -0.7% 11,349 $7.0M
Allodium Investment Consultants, LLC 4.46% Add +3.0% 11,343 $7.0M
Chesapeake Wealth Management 2.35% Add +1.0% 11,335 $7.0M
New Millennium Group LLC 3.88% Add +1.4% 11,283 $7.0M
Forte Asset Management LLC 3.56% Reduce -9.3% 11,263 $7.0M
Wilkins Miller Wealth Management, LLC 4.76% Reduce -0.5% 11,259 $7.0M
MRP Capital Investments, LLC 4.80% Add +2.5% 11,220 $7.0M
Cardiff Park Advisors, LLC 0.60% Reduce -14.5% 11,212 $7.0M
Burke & Herbert Bank & Trust Co. 1.56% Reduce -0.3% 11,194 $7.0M
Lake Street Private Wealth, LLC 0.99% Reduce -0.9% 11,183 $6.9M
Meridian Financial Partners LLC 3.26% Reduce -1.4% 11,166 $6.9M
Russell Investments Group, Ltd. 0.01% Add +13.0% 11,156 $6.9M
Successful Portfolios LLC 4.26% Add +9.0% 11,151 $6.9M
Founders Financial Alliance, LLC 1.57% Add +1.3% 11,151 $6.9M
Silver Oak Securities, Incorporated 0.58% Reduce -19.3% 11,144 $6.9M
Winthrop Capital Management, LLC 1.75% Add +7.5% 11,142 $6.9M
PFS Partners, LLC 3.48% Add +2.9% 11,125 $6.9M
Security National Bank 1.19% Add +23.1% 11,112 $6.9M
Patten Group, Inc. 1.45% Reduce -3.0% 11,075 $6.9M
Graves Light Lenhart Wealth, Inc. 0.82% Reduce -0.2% 11,044 $6.9M
Lakeridge Wealth Management LLC 3.15% Add +4.9% 11,043 $6.9M
Advyzon Investment Management, LLC 1.52% Reduce -27.1% 11,023 $6.8M
Innovative Wealth Building LLC 5.67% Reduce -2.4% 11,015 $6.8M
Heritage Trust Co 0.79% Reduce -0.3% 10,999 $6.8M
ICONIQ Capital, LLC 0.12% Reduce -5.3% 10,981 $6.8M
Debussy Capital Management LP 1.02% Add +2.2% 10,955 $6.8M
Astoria Strategic Wealth, Inc. 1.84% Reduce -7.0% 10,947 $6.8M
Bedel Financial Consulting, Inc. 0.93% Add +0.5% 10,915 $6.8M
Mission Creek Capital Partners, Inc. 1.51% Reduce -7.5% 10,915 $6.8M
TCI Wealth Advisors, Inc. 0.46% Reduce -7.0% 10,873 $6.8M
Daymark Wealth Partners, LLC 0.26% Add +4.5% 10,872 $6.8M
Lifeworks Advisors, LLC 1.00% Reduce -9.4% 10,842 $6.7M
BlueChip Wealth Advisors LLC 2.76% Reduce -4.1% 10,793 $6.7M
Gen-Wealth Partners Inc 2.58% Add +3.8% 10,786 $6.7M
Trust Co. of Vermont 0.32% Reduce -7.0% 10,781 $6.7M
FSA Wealth Management LLC 2.60% Reduce -2.4% 86,203 $6.7M
Pinebridge Investments, L.P. 0.05% Reduce -4.5% 10,730 $6.7M
Wall Street Financial Group, Inc. 6.01% Reduce -30.2% 10,729 $6.7M
TFR Capital, LLC. 2.41% Reduce -3.7% 10,726 $6.7M
Catalina Capital Group, LLC 4.48% Add +2.8% 10,704 $6.6M
C M Bidwell & Associates Ltd. 3.45% Add +2349.0% 10,702 $6.6M
Blueprint Financial Advisors LLC 2.13% New 10,687 $6.6M
Badgley Phelps Wealth Managers, LLC 0.15% Add +1.5% 10,685 $6.6M
Idaho Trust Co 2.37% Reduce -3.6% 10,665 $6.6M
PFG Investments, LLC 0.39% Add +3.2% 10,599 $6.6M
Salem Investment Counselors Inc. 0.21% Add +0.5% 10,588 $6.6M
Exchange Traded Concepts, LLC 0.08% New 10,583 $6.6M
Retirement Planning Group, LLC 0.28% Reduce -0.8% 10,573 $6.6M
Shoker Investment Counsel, Inc. 2.06% Add +0.1% 10,569 $6.6M
Rede Wealth, LLC 2.37% Add +1.3% 10,552 $6.6M
Strata Wealth Advisors, LLC 1.80% Reduce -5.6% 10,550 $6.6M
Tyche Wealth Partners LLC 1.31% Add +13.3% 10,489 $6.5M
Houlihan Financial Resource Group, Ltd. 2.70% Reduce -1.4% 10,357 $6.5M
FDx Advisors, Inc. 1.99% Reduce -36.1% 10,476 $6.5M
W Advisors, LLC 3.73% Reduce -27.7% 10,473 $6.5M
New Age Alpha Advisors, LLC 0.29% Reduce -3.6% 10,472 $6.5M
S.A. Mason LLC 3.14% Add +2.4% 10,456 $6.5M
Guyasuta Investment Advisors Inc. 0.40% Add +1.3% 10,451 $6.5M
Blue Bell Private Wealth Management, LLC 1.08% Add +6.2% 10,431 $6.5M
ADG Wealth Management Group, LLC 5.51% Reduce -5.2% 10,416 $6.5M
Gallagher Capital Advisors, LLC 5.22% Add +5.4% 10,110 $6.5M
Prostatis Group LLC 1.85% Add +45.8% 10,407 $6.5M
Allen Capital Group, LLC 0.67% Add +0.0% 10,372 $6.4M
WealthPlan Investment Management, LLC 0.47% Add +12.5% 10,363 $6.4M
5T Wealth, LLC 3.27% Reduce -28.3% 10,349 $6.4M
Arax Advisory Partners 0.29% Add +5.2% 4,320 $6.4M
Zurich Insurance Group Ltd 0.05% No change 10,270 $6.4M
Moloney Securities Asset Management, LLC 0.79% Reduce -1.6% 10,301 $6.4M
DKM Wealth Management, Inc. 5.49% Add +6.5% 10,259 $6.4M
Shorepath Capital Management LLC 5.23% Add +25.6% 10,216 $6.3M
American Trust 0.60% Add +1491.7% 10,203 $6.3M
Cadent Capital Advisors, LLC 2.07% Add +1.2% 10,193 $6.3M
LVZ, Inc. 0.76% Add +50.0% 10,190 $6.3M
Optivise Advisory Services LLC 3.22% Add +4.6% 10,158 $6.3M
Power Wealth Management LLC 2.42% Reduce -2.0% 10,145 $6.3M
Variant Private Wealth, LLC 6.52% Reduce -1.7% 10,122 $6.3M
TCTC Holdings, LLC 0.20% Add +12.8% 10,120 $6.3M
Windsor Advisory Group, LLC 8.91% Add +3.1% 10,107 $6.3M
Journey Advisory Group, LLC 0.49% Add +5.5% 10,048 $6.2M
Steph & Co. 2.02% Add +3.9% 10,047 $6.2M
Stone Summit Wealth LLC 1.93% Add +25.5% 10,041 $6.2M
Interchange Capital Partners, LLC 1.44% Reduce -29.3% 10,039 $6.2M
EFG Asset Management (Americas) Corp. 1.15% Add +11.6% 10,010 $6.2M
Leo Wealth, LLC 0.48% Add +54.9% 10,020 $6.2M
Transcendent Capital Group LLC 3.17% Add +0.3% 9,936 $6.2M
First National Bank of Omaha 0.40% No change 9,935 $6.2M
1834 Investment Advisors Co. 0.78% Reduce -1.9% 9,931 $6.2M
Sagard Holdings Management Inc. 17.22% — 9,911 $6.2M
Pinnacle Bancorp, Inc. 1.90% Add +4.6% 9,910 $6.2M
Advisor Resource Council 3.02% Reduce -55.2% 9,900 $6.1M
Annex Advisory Services, LLC 0.15% Reduce -13.9% 9,885 $6.1M
Glassman Wealth Services 0.94% Reduce -1.5% 9,879 $6.1M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Reduce -36.9% 9,793 $6.1M
Ewing Morris & Co. Investment Partners Ltd. 2.74% Add +45.1% 9,773 $6.1M
Ofc Financial Planning, LLC 6.40% No change 9,703 $6.0M
Redhawk Wealth Advisors, Inc. 0.75% Add +18.6% 9,689 $6.0M
Bulltick Wealth Management, LLC 1.48% No change 9,653 $6.0M
KDK Private Wealth Management, LLC 6.41% Reduce -0.7% 9,648 $6.0M
Signet Financial Management, LLC 0.75% Reduce -23.6% 9,623 $6.0M
Presidio Capital Management, LLC 2.30% Reduce -2.4% 9,623 $6.0M
Triumph Capital Management 1.79% Add +77.9% 9,604 $6.0M
Landmark Wealth Management, LLC 2.53% Reduce -1.8% 9,586 $6.0M
NovaPoint Capital, LLC 1.82% Add +60.5% 9,561 $5.9M
Nuveen, LLC 0.00% Reduce -89.1% 9,533 $5.9M
Bestgate Wealth Advisors, LLC 12.23% No change 10,497 $5.9M
Uptick Partners, LLC 1.69% Add +40.1% 9,487 $5.9M
Verity Asset Management, Inc. 2.80% Reduce -54.1% 9,455 $5.9M
Stonebridge Financial Planning Group, LLC 2.45% Reduce -3.3% 9,446 $5.9M
Strategy Asset Managers LLC 1.09% Reduce -4.0% 9,444 $5.9M
Sykon Capital LLC 2.14% New 9,442 $5.9M
James J. Burns & Company, LLC 0.95% Add +1.8% 9,425 $5.9M
FLC Capital Advisors 1.21% Reduce -3.8% 9,422 $5.9M
Magnus Financial Group LLC 0.51% Add +10.4% 9,414 $5.8M
Embree Financial Group 0.88% Add +238.6% 9,403 $5.8M
Beacon Bank & Trust 1.33% Add +10.5% 9,403 $5.8M
St. Johns Investment Management Company, LLC 2.67% Add +39.3% 9,353 $5.8M
Morling Financial Advisors, LLC 1.90% Reduce -1.7% 9,330 $5.8M
Bfsg, LLC 0.65% Reduce -2.2% 9,305 $5.8M
Essential Planning, LLC. 2.15% Reduce -1.0% 9,287 $5.8M
Strathmore Capital Advisors, Inc. 2.55% — 9,193 $5.8M
Quadcap Wealth Management, LLC 0.73% Add +1.1% 9,262 $5.8M
Sage Mountain Advisors LLC 0.37% Add +13.5% 9,242 $5.7M
Eaton Financial Holdings Company, LLC 1.76% Reduce -37.0% 9,229 $5.7M
Truefg, LLC 1.70% Reduce -2.1% 9,221 $5.7M
Compass Ion Advisors, LLC 0.62% Reduce -3.5% 9,215 $5.7M
Forum Financial Management, LP 0.09% Reduce -12.3% 9,191 $5.7M
JT Stratford LLC 0.87% Reduce -1.2% 9,191 $5.7M
Navigoe, LLC 4.29% Add +67.4% 9,163 $5.7M
Strategies Wealth Advisors, LLC 0.62% Reduce -8.7% 9,152 $5.7M
Brady Family Wealth, LLC 1.76% Add +1.1% 9,148 $5.7M
Kera Capital Partners, Inc. 1.12% Add +32.9% 9,140 $5.7M
PMV Capital Advisers, LLC 12.61% Reduce -1.6% 9,117 $5.7M
Sunburst Financial Group, LLC 1.27% Add +0.6% 9,111 $5.7M
Affiance Financial, LLC 1.15% Reduce -0.0% 9,101 $5.7M
Sound Income Strategies, LLC 0.32% Add +7.3% 9,079 $5.6M
West Branch Capital LLC 1.66% Reduce -3.4% 9,061 $5.6M
WPG Advisers, LLC 4.74% Add +20.5% 9,057 $5.6M
University of Texas/Texas Am Investment Management Co. 0.88% Add +12.2% 9,049 $5.6M
First Heartland Consultants, Inc. 0.50% Reduce -20.5% 9,046 $5.6M
Cornerstone Partners Capital Management, LLC 16.79% No change 9,026 $5.6M
Laurel Wealth Planning LLC 3.19% Add +89.2% 9,025 $5.6M
Avid Wealth Partners LLC 3.19% Reduce -45.4% 8,978 $5.6M
Empowered Funds, LLC 0.06% Reduce -48.8% 8,970 $5.6M
Brand Asset Management Group, Inc. 2.08% Reduce -2.2% 8,967 $5.6M
Independent Solutions Wealth Management, LLC 1.08% Reduce -14.5% 8,950 $5.6M
QRG Capital Management, Inc. 0.05% Add +22.5% 8,938 $5.5M
Peak Asset Management, LLC 1.02% Reduce -1.9% 8,925 $5.5M
Plan Group Financial, LLC 1.82% Add +612.6% 8,893 $5.5M
Defined Wealth Management, LLC 3.42% Reduce -0.1% 8,891 $5.5M
Parkside Financial Bank & Trust 0.60% Reduce -12.5% 8,883 $5.5M
Vertex Planning Partners, LLC 1.15% Reduce -8.8% 8,882 $5.5M
Quad-Cities Investment Group, LLC 2.50% Reduce -2.5% 8,842 $5.5M
Level Four Advisory Services, LLC 0.20% Add +12.1% 8,808 $5.5M
Dogwood Wealth Management LLC 2.67% Reduce -10.1% 8,773 $5.5M
AA Financial Advisors, LLC 1.18% Add +9.9% 8,796 $5.5M
Berkeley, Inc 1.95% Reduce -0.3% 8,756 $5.4M
Vontobel Holding Ltd. 0.02% Add +55.9% 8,746 $5.4M
Wealth Advisors of Iowa, LLC 2.03% Reduce -0.2% 8,743 $5.4M
InTrack Investment Management Inc 3.64% Add +44.6% 8,729 $5.4M
GSG Advisors LLC 1.57% Reduce -2.9% 8,703 $5.4M
Moneda S.A. Administradora General de Fondos 5.85% No change 8,700 $5.4M
Hilltop Holdings Inc. 0.35% Reduce -1.4% 8,688 $5.4M
Fortress Financial Solutions, LLC 6.75% Add +13.0% 8,668 $5.4M
Sonoma Private Wealth LLC 6.60% Reduce -1.6% 8,663 $5.4M
Hi-Line Capital Management, LLC 1.90% Add +25.4% 8,663 $5.4M
Kennicott Capital Management LLC 3.06% Add +74.8% 8,649 $5.4M
Tempus Wealth Planning, LLC 1.34% Reduce -0.6% 8,639 $5.4M
Daner Wealth Management, LLC 3.70% — 8,304 $5.4M
Kwmg, LLC 0.50% Reduce -0.3% 8,628 $5.4M
Banque Pictet & Cie SA 0.06% Reduce -27.9% 8,612 $5.3M
B.O.S.S. Retirement Advisors, LLC 1.34% Reduce -4.8% 8,607 $5.3M
Keystone Financial Services, LLC 4.06% Add +1.9% 8,595 $5.3M
Nicholas Hoffman & Company, LLC. 0.14% Reduce -5.1% 8,585 $5.3M
Trivium Point Advisory, LLC 0.58% Add +27.9% 8,579 $5.3M
Rockwood Wealth Management, LLC 0.47% Reduce -2.0% 8,558 $5.3M
Wooster Corthell Wealth Management, Inc. 0.98% Reduce -4.5% 8,541 $5.3M
Black Diamond Financial, LLC 0.82% Add +2.1% 8,526 $5.3M
Commonwealth Retirement Investments LLC 2.01% Reduce -40.2% 8,515 $5.3M
Traveka Wealth, LLC 2.80% Add +205.3% 8,504 $5.3M
Sei Investments Co. 0.01% Add +0.2% 8,455 $5.2M
Private Wealth Partners, LLC 0.41% Reduce -5.5% 8,421 $5.2M
Pinnacle Wealth Planning Services, Inc. 0.69% Add +5.2% 8,419 $5.2M
Edgestream Partners, L.P. 0.15% Add +95.2% 8,417 $5.2M
Atlas Capital Advisors Inc. 0.64% Reduce -32.9% 8,398 $5.2M
Arista Wealth Management, LLC 0.72% Add +29.3% 8,378 $5.2M
LaSalle St. Investment Advisors, LLC 1.42% Reduce -13.5% 8,349 $5.2M
Legacy Advisory Services, LLC 4.11% Add +19.7% 8,339 $5.2M
Antonelli Financial Advisors, LLC 3.74% Reduce -0.0% 8,334 $5.2M
Financial Council, LLC 2.47% Reduce -2.6% 8,264 $5.1M
Tru Independence Asset Management 2, LLC 3.51% Add +3.1% 8,257 $5.1M
Bear Mountain Capital, Inc. 1.84% No change 8,128 $5.1M
Bluespring Wealth Management, LLC 0.49% Add +6.4% 8,248 $5.1M
Dana Investment Advisors, Inc. 0.17% Add +1.4% 8,234 $5.1M
Mitchell Capital Management Co. 0.96% Add +7.2% 8,103 $5.1M
Quadrant Private Wealth Management, LLC 1.06% Reduce -11.9% 8,229 $5.1M
Stockman Wealth Management, Inc. 0.69% Add +3.0% 8,226 $5.1M
Cassaday & Co Wealth Management LLC 0.13% Reduce -0.2% 8,226 $5.1M
M3 Advisory Group, LLC 3.53% Add +1.2% 8,222 $5.1M
Seven Springs Wealth Group, LLC 1.28% No change 8,213 $5.1M
Curat Global, LLC 4.85% Add +96.9% 8,180 $5.1M
Vident Advisory, LLC 0.06% Add +4.5% 8,155 $5.1M
FAS Wealth Partners, Inc. 0.37% Add +1.8% 8,138 $5.1M
Fiduciary Group, LLC 0.48% Reduce -3.4% 8,134 $5.1M
Three Seasons Wealth, LLC 0.58% Reduce -8.8% 8,131 $5.0M
Access Financial Services, Inc. 1.91% Add +1.5% 8,131 $5.0M
Franklin, Parlapiano, Turner & Welch, LLC 1.31% No change 8,109 $5.0M
Edge Financial Advisors LLC 2.65% Reduce -11.3% 8,111 $5.0M
Jamison Private Wealth Management, Inc. 0.72% Reduce -1.9% 8,093 $5.0M
Asset Planning Corporation 2.67% Reduce -0.8% 8,083 $5.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.33% Reduce -21.6% 8,082 $5.0M
Alpha Advisors, LLC 4.28% Add +0.7% 8,045 $5.0M
Schorn Wealth LLC 1.65% Reduce -3.9% 8,038 $5.0M
Stokes Family Office, LLC 0.52% Reduce -0.6% 8,029 $5.0M
NBT Bank, N.A. 0.34% Reduce -1.4% 8,018 $5.0M
World Equity Group, Inc. 1.36% Reduce -27.7% 8,007 $5.0M
Wincap Financial LLC 4.00% Add +47.2% 8,008 $5.0M
Meridian Wealth Partners, LLC 0.72% Reduce -2.5% 7,980 $5.0M
Coppell Advisory Solutions LLC 0.59% New 8,020 $5.0M
Semus Wealth Partners LLC 3.19% Reduce -18.8% 7,926 $4.9M
Premier Path Wealth Partners, LLC 0.68% Add +17.3% 7,924 $4.9M
Measured Wealth Private Client Group, LLC 1.47% No change 7,917 $4.9M
Sprinkle Financial Consultants LLC 3.00% Add +3.1% 7,905 $4.9M
Confluence Wealth Services, Inc. 0.27% Reduce -0.2% 7,893 $4.9M
Stephen J. Garry & Associates, LLC 4.24% Reduce -1.4% 7,893 $4.9M
Fortis Group Advisors, LLC 0.89% Reduce -3.0% 7,699 $4.9M
SK Wealth Management, LLC 2.11% Add +80.0% 7,745 $4.9M
Fulcrum Capital LLC 1.02% Reduce -27.1% 7,773 $4.8M
Infinity Wealth Counsel, LLC 4.87% Reduce -0.2% 7,765 $4.8M
Auxano Advisors, LLC 1.13% Add +0.0% 7,760 $4.8M
BOS Asset Management, LLC 1.54% Reduce -0.7% 7,758 $4.8M
Aufman Associates Inc 2.97% Reduce -0.5% 7,749 $4.8M
Bearing Point Capital, LLC 0.89% Add +60.6% 7,741 $4.8M
Schmidt P J Investment Management Inc. 0.83% Add +3.8% 7,733 $4.8M
Cooper Financial Group 0.56% Reduce -32.8% 7,720 $4.8M
MAS Advisors LLC 7.84% Reduce -24.7% 7,717 $4.8M
Smith Thornton Advisors LLC 2.75% Add +81.0% 7,706 $4.8M
Ellis Investment Partners, LLC 0.93% Reduce -2.4% 7,674 $4.8M
LifePlan Investment Advisors, Inc. 2.37% Reduce -31.4% 7,671 $4.8M
2UniFi Bank 2.70% Add +2.5% 7,654 $4.8M
Horizon Investments, LLC 0.08% Reduce -50.2% 7,653 $4.8M
Centricity Wealth Management, LLC 3.80% Add +2.0% 7,651 $4.8M
New Century Financial Group, LLC 5.57% Add +570.7% 7,646 $4.7M
49 Wealth Management, LLC 0.51% Reduce -4.4% 7,640 $4.7M
McCarter Private Wealth Services LLC 2.70% New 7,603 $4.7M
Ruggaard & Associates LLC 1.90% Reduce -6.8% 7,597 $4.7M
Raab & Moskowitz Asset Management LLC 1.12% Reduce -2.6% 7,581 $4.7M
Quest 10 Wealth Builders, Inc. 4.57% Add +0.3% 7,563 $4.7M
Alliance Wealth Advisors, LLC 1.13% Reduce -44.2% 7,561 $4.7M
Fermata Advisors, LLC 1.25% Reduce -85.9% 7,561 $4.7M
Northeast Investment Management 0.20% No change 7,543 $4.7M
Full Sail Capital, LLC 0.27% Reduce -8.8% 7,507 $4.7M
Atlas Brown,Inc. 1.50% Reduce -1.4% 7,504 $4.7M
Davidson Trust Co. 2.15% Reduce -1.4% 7,503 $4.7M
Triglav Investments, D.O.O. 0.34% Reduce -4.2% 7,490 $4.7M
Stegner Investment Associates Inc. 2.85% Add +0.8% 7,482 $4.6M
HUB Investment Partners, LLC 0.16% Add +8.7% 7,481 $4.6M
Accelerate Investment Advisors LLC 3.45% Reduce -11.2% 7,468 $4.6M
Weaver Consulting Group 1.28% Reduce -1.2% 7,465 $4.6M
Blalock Williams, LLC 4.63% Reduce -35.8% 7,464 $4.6M
Hollow Brook Wealth Management LLC 1.36% Reduce -2.7% 7,462 $4.6M
Helium Advisors LLC 2.93% Reduce -4.3% 7,456 $4.6M
Traynor Capital Management, Inc. 0.33% Add +5.7% 7,448 $4.6M
Carret Asset Management, LLC 0.49% Add +2.2% 7,441 $4.6M
Eagle Bay Advisors LLC 3.82% Add +4.4% 7,436 $4.6M
SeaBridge Investment Advisors LLC 0.86% Reduce -4.6% 7,415 $4.6M
Gitterman Wealth Management, LLC 1.07% Add +0.9% 7,414 $4.6M
Independence Bank of Kentucky 0.65% Add +29.6% 7,412 $4.6M
Milestone Asset Management Group, LLC 3.39% Add +9.2% 7,381 $4.6M
Lincoln Capital Corp. 1.76% Reduce -1.4% 7,381 $4.6M
Tufton Capital Management 0.87% Add +1.7% 7,374 $4.6M
Vanguard Personalized Indexing Management, LLC 0.05% Add +9.6% 7,358 $4.6M
Ascentis Independent Advisors 0.85% Add +45.4% 7,359 $4.6M
O'Connor Financial Group LLC 2.01% Reduce -11.4% 7,267 $4.6M
SilverOak Wealth Management LLC 0.86% Reduce -1.9% 7,343 $4.6M
West Paces Advisors Inc. 0.97% Add +22.7% 7,311 $4.5M
Insight Advisors, LLC/ PA 0.73% Reduce -0.3% 7,308 $4.5M
Ayalon Insurance Comp Ltd. 1.31% Add +10.3% 7,301 $4.5M
Brookwood Investment Group LLC 0.73% Reduce -33.1% 7,300 $4.5M
Edgemoor Investment Advisors, Inc. 0.39% Add +0.0% 7,299 $4.5M
Laird Norton Wetherby Wealth Management, LLC 0.20% — 7,296 $4.5M
Galvin, Gaustad & Stein, LLC 0.40% Reduce -0.8% 7,291 $4.5M
New England Private Wealth Advisors LLC 0.66% Reduce -4.9% 7,061 $4.5M
Essex Bank 1.07% Reduce -22.6% 7,250 $4.5M
Marietta Wealth Management, LLC 0.59% Add +0.3% 7,249 $4.5M
Paladin Advisory Group, LLC 3.44% Add +5.3% 7,245 $4.5M
Y.D. More Investments Ltd 0.31% Add +256.4% 7,277 $4.5M
Madison Asset Management, LLC 0.05% Add +0.3% 7,236 $4.5M
Foresight Capital Management Advisors, Inc. 2.61% Add +2.4% 7,216 $4.5M
Harvey Capital Management Inc. 1.05% No change 7,191 $4.5M
Arlington Trust Co LLC 0.87% No change 7,170 $4.5M
Woodmont Investment Counsel LLC 0.29% Add +91.8% 7,161 $4.4M
LOM Asset Management Ltd 1.50% — 7,130 $4.4M
NorthStar Asset Management LLC 2.33% Reduce -11.2% 7,115 $4.4M
Rinkey Investments 1.33% No change 7,108 $4.4M
Macroview Investment Management LLC 3.62% Add +4.9% 7,105 $4.4M
Opulen Financial Group LLC 3.62% Add +3.9% 7,102 $4.4M
Paces Ferry Wealth Advisors, LLC 2.01% Reduce -8.1% 7,055 $4.4M
Benchmark Financial Wealth Advisors, LLC 1.45% Reduce -13.1% 7,048 $4.4M
HM Payson & Co. 0.07% Add +0.8% 7,040 $4.4M
Cornell Pochily Investment Advisors, Inc. 1.43% Reduce -1.0% 7,036 $4.4M
JTC Employer Solutions Trustee Ltd 0.42% No change 7,026 $4.4M
First Trust Advisors LP 0.00% Add +43.1% 6,989 $4.3M
Consolidated Portfolio Review Corp 0.60% Add +270.0% 6,967 $4.3M
Jackson, Grant Investment Advisers, Inc. 1.59% Add +0.5% 6,965 $4.3M
Financial Perspectives, Inc 1.30% Add +5.3% 6,948 $4.3M
McNaughton Wealth Management, LLC 1.92% Reduce -3.3% 6,936 $4.3M
Evensky & Katz LLC 0.26% Reduce -57.4% 6,931 $4.3M
Medallion Wealth Advisors, LLC 1.66% Add +0.8% 6,928 $4.3M
Gemmer Asset Management LLC 0.38% Reduce -7.0% 6,918 $4.3M
Harbor Asset Planning, Inc. 4.10% — 6,913 $4.3M
Encompass More Asset Management 1.00% Add +16.7% 6,911 $4.3M
WJ Wealth Management, LLC 1.35% Reduce -8.6% 6,896 $4.3M
Rathbones Group PLC 0.02% Add +5.3% 6,855 $4.3M
Koesten, Hirschmann & Crabtree, INC. 2.20% Add +23.0% 6,852 $4.3M
Old Mission Investment Co LLC 1.17% Add +0.8% 6,850 $4.3M
Keel Point, LLC 0.28% Add +0.8% 6,845 $4.3M
TFO Wealth Partners, LLC 0.75% Reduce -0.4% 6,822 $4.2M
Plum Street Advisors, LLC 1.87% Reduce -2.9% 6,816 $4.2M
American Financial Advisors, LLC 0.59% Add +38.3% 6,812 $4.2M
Sage Capital Advisors,llc 1.04% Add +0.4% 6,805 $4.2M
Security Benefit Life Insurance Co. 2.04% No change 6,800 $4.2M
Maridea Wealth Management LLC 1.10% Add +18.9% 6,794 $4.2M
1 North Wealth Services LLC 1.67% Reduce -33.5% 6,771 $4.2M
Fisher Asset Management 0.00% Reduce -30.3% 6,765 $4.2M
Intelligent Financial Strategies 2.23% Reduce -3.8% 6,758 $4.2M
Prudent Man Advisors, LLC 1.33% Reduce -3.1% 6,756 $4.2M
Chilton Capital Management LLC 0.15% Add +35.6% 6,751 $4.2M
First United Bank & Trust 1.46% No change 6,748 $4.2M
Parkside Advisors LLC 0.92% Add +171.5% 6,746 $4.2M
Signal Advisors Wealth, LLC 0.33% Reduce -26.8% 6,745 $4.2M
Potentia Wealth 2.39% Reduce -42.6% 6,743 $4.2M
Hemington Wealth Management 0.61% Add +0.0% 6,733 $4.2M
Trust Co of the South 0.74% No change 6,727 $4.2M
Romano Brothers and Company 0.52% Add +0.6% 6,725 $4.2M
Triune Financial Partners, LLC 1.15% Add +2.7% 6,717 $4.2M
CoreFirst Bank & Trust 2.35% Add +2.4% 6,701 $4.2M
Donor Advised Charitable Giving, Inc. 0.09% Add +4.3% 6,686 $4.2M
GAMMA Investing LLC 0.26% Reduce -8.8% 6,676 $4.1M
Warm Springs Advisors Inc. 3.55% Reduce -1.6% 6,663 $4.1M
Oakwell Private Wealth Management, LLC 0.95% Reduce -4.3% 6,627 $4.1M
Richard W. Paul & Associates, LLC 1.49% Reduce -1.5% 6,626 $4.1M
Sonata Capital Group Inc. 1.64% Reduce -0.0% 6,622 $4.1M
Zacks Investment Management 0.04% Add +11.8% 6,619 $4.1M
Dentgroup LLC 2.85% Reduce -16.4% 6,611 $4.1M
Boston Family Office LLC 0.27% Add +0.6% 6,607 $4.1M
ERn Financial, LLC 0.85% Add +93.7% 6,525 $4.1M
Howard Financial Services, LTD. 0.53% Reduce -10.0% 6,520 $4.0M
Gallagher Fiduciary Advisors, LLC 0.16% Reduce -8.0% 6,514 $4.0M
WNY Asset Management, LLC 0.45% Reduce -2.4% 6,511 $4.0M
Sage Financial Group Inc. 0.30% Add +2.5% 6,504 $4.0M
Lion Street Advisors, LLC 1.22% Reduce -18.6% 6,503 $4.0M
Sepio Capital, LP 0.29% Reduce -9.6% 6,481 $4.0M
South Plains Financial, Inc. 2.83% Add +2.2% 6,481 $4.0M
Facet Wealth, Inc. 0.09% Reduce -6.1% 6,330 $4.0M
Motco 0.38% Reduce -58.0% 6,329 $4.0M
Michels Family Financial, LLC 3.42% Reduce -2.3% 6,469 $4.0M
Investors Research Corp 0.79% No change 6,468 $4.0M
MIdWestOne Financial Group, Inc. 0.52% Reduce -0.6% 6,452 $4.0M
Straight Path Wealth Management 1.36% Add +0.3% 6,447 $4.0M
Turtle Creek Wealth Advisors, LLC 0.47% Add +47.3% 6,445 $4.0M
BCS Private Wealth Management, Inc. 1.50% — 6,433 $4.0M
Alta Wealth Advisors LLC 1.87% Add +11.4% 6,375 $4.0M
Walleye Trading LLC 0.10% Add +612.3% 6,368 $4.0M
Hill Island Financial LLC 1.10% Reduce -0.6% 6,344 $3.9M
Oldfather Financial Services, LLC 1.35% Reduce -3.6% 6,338 $3.9M
Thrive Wealth Management, LLC 0.63% Add +0.1% 6,307 $3.9M
Wealth Management Nebraska 0.53% Add +5.8% 6,312 $3.9M
ORBA Wealth Advisors, L.L.C. 3.55% Add +59.0% 6,276 $3.9M
First County Bank 2.09% Reduce -1.3% 6,242 $3.9M
GDS Wealth Management 0.28% Add +1.4% 6,224 $3.9M
Kestra Investment Management, LLC 0.12% Add +1.7% 6,187 $3.8M
UNIVEST FINANCIAL Corp 0.23% Reduce -2.5% 6,187 $3.8M
First American Trust, FSB 0.31% Reduce -77.4% 6,186 $3.8M
Equitable Trust Co. 0.19% Reduce -1.9% 6,183 $3.8M
Townsquare Capital LLC 0.37% Reduce -96.1% 6,165 $3.8M
Napa Wealth Management 1.83% Add +3.9% 6,159 $3.8M
Global View Capital Management LLC 1.22% Add +214.0% 6,157 $3.8M
Clifford Swan Investment Counsel LLC 0.13% Reduce -0.5% 6,151 $3.8M
Harbour Capital Advisors, LLC 0.80% Add +3.5% 6,116 $3.8M
WestHill Financial Advisors, Inc. 0.81% Reduce -0.1% 6,137 $3.8M
Stenger Family Office, LLC 0.98% — 5,966 $3.8M
Beverly Hills Private Wealth, LLC 0.72% Reduce -10.8% 6,122 $3.8M
Lyell Wealth Management, LP 0.30% Reduce -0.9% 6,093 $3.8M
PGIM Custom Harvest LLC 0.08% Reduce -12.7% 6,089 $3.8M
Oakworth Capital, Inc. 0.24% Reduce -2.3% 6,080 $3.8M
Forte Capital LLC 0.40% Reduce -8.4% 6,054 $3.8M
Paulson Wealth Management Inc. 0.97% Add +22.8% 6,046 $3.8M
Liberty Capital Management, Inc. 0.76% Reduce -0.1% 6,030 $3.7M
Maxele Advisors, LLC 3.26% Reduce -3.6% 6,022 $3.7M
Legacy Financial Advisors, Inc. 0.58% Add +8.7% 6,020 $3.7M
Clarkston Capital Partners, LLC 0.08% Reduce -0.6% 6,019 $3.7M
Tounjian Advisory Partners, LLC 0.72% Reduce -0.2% 6,646 $3.7M
Flywheel Private Wealth LLC 3.00% Reduce -5.1% 6,011 $3.7M
GW Henssler & Associates Ltd. 0.20% Add +38.2% 6,004 $3.7M
BCU Wealth Advisors, LLC 1.67% Reduce -47.0% 5,997 $3.7M
Aaron Wealth Advisors LLC 0.38% Add +9.2% 5,977 $3.7M
Goodman Financial Corp 0.74% Reduce -0.3% 5,964 $3.7M
First Bank & Trust 0.66% Add +16.1% 5,937 $3.7M
ZWJ Investment Counsel Inc. 0.14% Reduce -9.2% 5,921 $3.7M
Kaydan Wealth Management, Inc. 1.20% Add +20.1% 5,887 $3.7M
Balefire, LLC 0.79% Add +500.3% 5,883 $3.7M
First Business Financial Services, Inc. 0.33% No change 5,873 $3.6M
WESPAC Advisors, LLC 2.55% Reduce -23.2% 5,866 $3.6M
Condor Capital Management 0.32% Reduce -2.0% 5,862 $3.6M
Comprehensive Financial Planning, Inc. 2.86% Add +6.5% 5,852 $3.6M
Leeward Financial Partners, LLC 1.15% Add +0.1% 5,829 $3.6M
Mason & Associates, LLC 0.91% Reduce -2.3% 5,829 $3.6M
Cim, LLC 0.49% Reduce -0.4% 5,829 $3.6M
Palisade Capital Management, LP 0.12% Add +3.4% 5,826 $3.6M
First Bancorp, Inc 2.08% Reduce -9.2% 5,823 $3.6M
Aspen Investment Management Inc 1.51% No change 5,792 $3.6M
Summit Wealth Group LLC / Co. 0.90% — 5,790 $3.6M
Woodley Farra Manion Portfolio Management Inc. 0.17% Reduce -3.9% 5,765 $3.6M
Asset Dedication, LLC 0.26% Add +0.3% 5,719 $3.6M
Tranquility Partners, LLC 1.27% Reduce -0.7% 5,718 $3.6M
Ameriflex Group, Inc. 1.86% Reduce -6.8% 5,763 $3.5M
First National Corp. /Ma/ 0.71% Reduce -1.2% 5,704 $3.5M
ORG Partners LLC 0.77% Add +26.8% 5,691 $3.5M
Bridgewater Advisors Inc. 0.27% Add +65.0% 5,520 $3.5M
Lifelong Wealth Advisors, Inc. 1.17% Add +3.2% 5,671 $3.5M
Titleist Asset Management, LLC 0.35% Add +11.4% 5,667 $3.5M
Everhart Financial Group, Inc. 0.41% Add +4.4% 5,665 $3.5M
Schnieders Capital Management LLC 0.62% Add +0.8% 5,656 $3.5M
M1 Capital Management LLC 1.77% Add +5.8% 5,646 $3.5M
Wealthgarden F.S. LLC 2.90% Reduce -23.7% 5,505 $3.5M
Portside Wealth Group, LLC 0.52% Reduce -38.2% 5,627 $3.5M
Florida Trust Wealth Management Co 0.11% Add +12.3% 5,620 $3.5M
Evanson Asset Management, LLC 0.22% Reduce -0.1% 5,594 $3.5M
Redwood Wealth Management Group, LLC 1.57% Add +1.2% 5,593 $3.5M
Frank, Rimerman Advisors LLC 0.23% No change 5,593 $3.5M
Mattern Wealth Management LLC 0.72% Reduce -0.2% 5,575 $3.5M
Schneider Downs Wealth Management Advisors, LP 0.52% Reduce -1.9% 5,555 $3.4M
Lansing Street Advisors 1.03% Add +0.4% 5,544 $3.4M
Ipswich Investment Management Co., Inc. 0.83% Reduce -0.0% 5,520 $3.4M
Two West Capital Advisors LLC 2.24% Reduce -14.3% 5,343 $3.4M
Certior Financial Group, LLC 2.62% Reduce -41.8% 5,500 $3.4M
Two Sigma Securities, LLC 0.42% Reduce -1.8% 5,490 $3.4M
Financial Gravity Companies, Inc. 0.67% — 5,482 $3.4M
Alaethes Wealth, LLC 1.01% Add +1.2% 5,468 $3.4M
Total Clarity Wealth Management, Inc. 0.97% Add +14.1% 5,467 $3.4M
Sound View Wealth Advisors Group, LLC 0.25% Add +5.0% 5,464 $3.4M
Americana Partners, LLC 0.12% Add +697.7% 5,448 $3.4M
Delta Wealth Advisors LLC 2.83% New 5,446 $3.4M
Encompass Wealth Advisors, LLC 1.24% Add +11.9% 5,443 $3.4M
Dunhill Financial, LLC 0.97% Add +216.8% 5,414 $3.4M
Appleton Partners Inc. 0.24% Add +8.9% 5,402 $3.4M
Rockland Trust Co. 0.16% Reduce -1.3% 5,392 $3.3M
Nemes Rush Group LLC 0.36% Reduce -39.9% 5,389 $3.3M
Strid Group, LLC 0.47% Reduce -6.0% 5,378 $3.3M
Central Bank & Trust Co. 0.54% Add +16.5% 5,364 $3.3M
First Western Trust Bank 0.15% Reduce -3.5% 5,352 $3.3M
Frontier Asset Management, LLC 0.90% Reduce -4.5% 5,350 $3.3M
Newport Capital Group, LLC 2.25% Reduce -3.5% 5,346 $3.3M
Arcadia Investment Advisors LLC 1.71% Reduce -0.1% 5,308 $3.3M
Centric Wealth Management 0.78% Reduce -1.9% 5,124 $3.3M
Global Strategic Investment Solutions, LLC 0.35% Reduce -0.1% 5,246 $3.3M
Canandaigua National Bank & Trust Co. 0.30% Reduce -2.9% 5,245 $3.3M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 5,245 $3.3M
Mogy Joel R Investment Counsel Inc. 0.19% No change 5,229 $3.2M
Global Financial Private Client, LLC 1.22% Add +3.9% 5,228 $3.2M
BNP Paribas 0.11% Reduce -34.4% 5,225 $3.2M
Ridgepath Capital Management LLC 1.49% Add +0.0% 5,219 $3.2M
Alterna Wealth Management, Inc. 2.59% Reduce -21.0% 5,215 $3.2M
Blodgett Wealth Advisors, LLC 2.53% Add +7.9% 5,211 $3.2M
PUREfi Wealth, LLC 2.58% Add +29.7% 5,203 $3.2M
Precision Wealth Strategies, LLC 1.05% Add +151.4% 5,190 $3.2M
Roxbury Financial LLC 3.12% Add +11.1% 5,150 $3.2M
BlueSky Wealth Advisors, LLC 0.46% Add +0.1% 5,138 $3.2M
Worth Financial Advisory Group, LLC 1.96% Add +2.8% 5,129 $3.2M
Pettyjohn, Wood & White, Inc. 0.57% No change 5,128 $3.2M
Montgomery Investment Management Inc. 1.23% Add +11.1% 5,122 $3.2M
Barnes Pettey Financial Advisors, LLC 2.12% Reduce -0.5% 5,120 $3.2M
Mairs & Power Inc. 0.03% Add +10.4% 5,120 $3.2M
Edmond DE Rothschild Holding S.A. 0.05% Reduce -31.7% 5,115 $3.2M
FSM Wealth Advisors, LLC 0.52% Add +11.5% 5,091 $3.2M
Arbor Trust Wealth Advisors, LLC 1.55% Reduce -1.6% 5,113 $3.2M
Ceera Investments, LLC 0.97% Add +24.3% 5,112 $3.2M
Family Manage LLC 0.48% Add +14.8% 5,111 $3.2M
Biltmore Family Office, LLC 0.54% Reduce -1.4% 5,107 $3.2M
CWS Financial Advisors, LLC 0.92% Reduce -2.7% 5,098 $3.2M
Hughes Financial Services, LLC 0.54% Reduce -10.4% 4,977 $3.2M
Breed's Hill Capital LLC 1.52% Add +16.7% 5,090 $3.2M
McIlrath & Eck, LLC 0.36% Reduce -13.7% 5,087 $3.2M
North Berkeley Wealth Management, LLC 2.89% Add +11.3% 5,074 $3.2M
CVFG LLC 2.50% Add +3.5% 5,073 $3.1M
Discipline Wealth Solutions, LLC 1.20% Add +11.0% 5,056 $3.1M
Elevated Capital Advisors, LLC 0.88% No change 5,581 $3.1M
Private Capital Management, LLC 0.32% Reduce -6.3% 5,019 $3.1M
Forza Wealth Management, LLC 1.28% Add +82.2% 5,019 $3.1M
McAlister, Sweet & Associates, Inc. 2.76% Reduce -93.3% 5,017 $3.1M
Cidel Asset Management Inc. 0.19% Reduce -1.7% 5,009 $3.1M
Carrera Capital Advisors 0.63% Reduce -18.5% 5,007 $3.1M
Cowa, LLC 1.18% Add +1.8% 5,006 $3.1M
Summit Financial Wealth Advisors, LLC 0.55% Reduce -0.2% 4,980 $3.1M
Arcadia Wealth Management, Inc. 2.10% Add +29.6% 4,968 $3.1M
Arcadia Investment Management Corp. 0.49% No change 4,966 $3.1M
Investment Partners, LTD. 1.16% Reduce -5.3% 4,950 $3.1M
Kohmann Bosshard Financial Services, LLC 0.34% No change 4,949 $3.1M
Valley Wealth Managers, Inc. 0.22% Reduce -3.3% 4,933 $3.1M
Caldwell Sutter Capital, Inc. 1.40% Reduce -0.1% 4,932 $3.1M
Rothschild & Co Wealth Management UK Ltd 0.05% New 4,929 $3.1M
Warner Financial, Inc. 1.26% Reduce -0.2% 4,921 $3.1M
Clarity Capital Advisors, LLC 1.77% Add +0.3% 4,897 $3.0M
Topel & Distasi Wealth Management, LLC 1.59% No change 4,891 $3.0M
SRH Advisors, LLC 0.92% Add +4.3% 4,879 $3.0M
Painted Porch Advisors LLC 1.24% Reduce -0.7% 4,870 $3.0M
Melfa Wealth Management, Inc. 1.91% Reduce -0.2% 4,869 $3.0M
Kavar Capital Partners Group, LLC 0.43% Reduce -0.5% 4,868 $3.0M
Capital Advantage, Inc. 0.48% Reduce -13.2% 4,865 $3.0M
Fortis Capital Management LLC 0.47% Add +0.2% 4,862 $3.0M
Howard Wealth Management, LLC 1.52% Reduce -2.7% 4,856 $3.0M
PMG Wealth Management, Inc. 2.48% Add +22.6% 4,839 $3.0M
Monograph Wealth Advisors, LLC 0.37% No change 4,837 $3.0M
Austin Private Wealth, LLC 0.24% Reduce -0.0% 4,833 $3.0M
Segment Wealth Management, LLC 0.19% Reduce -0.3% 4,822 $3.0M
Hopwood Financial Services, Inc. 2.34% No change 4,811 $3.0M
Texas Yale Capital Corp. 0.10% Add +9.2% 4,796 $3.0M
Generation Capital Management LLC 2.36% Add +0.0% 4,795 $3.0M
Gratus Wealth Advisors, LLC 0.45% Reduce -0.7% 4,789 $3.0M
Cahill Financial Advisors Inc. 0.37% Reduce -1.4% 4,786 $3.0M
Beacon Financial Advisory LLC 0.77% Reduce -10.8% 4,782 $3.0M
Efficient Advisors, LLC 0.18% Reduce -6.0% 4,782 $3.0M
First Manhattan Co. Llc. 0.01% Add +1.4% 4,776 $3.0M
Birmingham Capital Management Co. Inc. 1.31% No change 4,768 $3.0M
Sterling Wealth Advisors Inc 2.09% Reduce -6.6% 4,722 $3.0M
Kagan Cocozza Asset Management 2.26% Reduce -0.4% 4,751 $2.9M
Spirepoint Private Client, LLC 0.33% Reduce -10.8% 4,749 $2.9M
Alerus Financial NA 0.21% Add +0.4% 4,747 $2.9M
Gilliland Jeter Wealth Management LLC 0.96% Reduce -1.5% 4,731 $2.9M
Darrow Company, Inc. 1.48% Reduce -0.6% 4,721 $2.9M
TRUE Private Wealth Advisors 0.33% Reduce -18.7% 4,720 $2.9M
Essential Partners LLC 1.17% — 4,714 $2.9M
Centaurus Financial, Inc. 0.17% Reduce -12.5% 4,713 $2.9M
REAP Financial Group, LLC 0.68% Add +7.8% 4,686 $2.9M
Manchester Capital Management LLC 0.38% Add +23.9% 4,672 $2.9M
Meyer Handelman Co. 0.10% No change 4,670 $2.9M
Riverwater Partners LLC 1.36% Add +17.9% 4,667 $2.9M
Sage Rhino Capital LLC 0.61% No change 4,666 $2.9M
Tolleson Wealth Management, Inc. 0.49% Reduce -5.4% 4,656 $2.9M
Courage Miller Partners, LLC 0.92% Add +3.1% 4,653 $2.9M
Ackerman Capital Advisors, LLC 0.67% No change 4,650 $2.9M
Mengis Capital Management, Inc. 0.61% Reduce -0.5% 4,624 $2.9M
Plancorp, LLC 0.10% Reduce -1.1% 4,620 $2.9M
Signature Resources Capital Management, LLC 1.74% Add +212.3% 4,619 $2.9M
Upper Left Wealth Management, LLC 1.91% Reduce -8.6% 4,610 $2.9M
Sachetta, LLC 1.13% Add +34.6% 4,605 $2.9M
Walled Lake Planning & Wealth Management, LLC 0.93% Reduce -17.0% 4,588 $2.8M
MBM Wealth Consultants, LLC 0.76% Add +0.2% 4,584 $2.8M
Elwood & Goetz Wealth Advisory Group, LLC 0.61% Add +113.7% 4,581 $2.8M
Regimen Wealth, LLC 0.88% Reduce -58.8% 4,565 $2.8M
Magnolia Private Wealth, LLC 2.19% Reduce -5.6% 4,560 $2.8M
Kathleen S. Wright Associates Inc. 1.10% Add +0.1% 4,558 $2.8M
NYL Investors LLC 0.82% Reduce -20.4% 4,554 $2.8M
Ewa, LLC 0.89% Reduce -47.3% 4,544 $2.8M
Mayfair Advisory Group, LLC 1.33% Add +10.3% 4,405 $2.8M
Apeiron RIA LLC 0.72% Add +23.1% 4,533 $2.8M
Mainstream Capital Management LLC 2.04% Reduce -6.0% 4,522 $2.8M
Maripau Wealth Management LLC 1.41% Reduce -38.0% 4,522 $2.8M
Old North State Trust, LLC 1.92% Add +12.6% 4,519 $2.8M
Knightsbridge Asset Management, LLC 0.63% Add +5.6% 4,515 $2.8M
TD Asset Management Inc 0.00% Add +6.2% 4,513 $2.8M
Park Capital Management, LLC / WI 2.59% Reduce -14.5% 4,502 $2.8M
Alteri Wealth LLC 1.08% Add +0.4% 4,494 $2.8M
One Wealth Management Investment & Advisory Services, LLC 3.59% Reduce -4.3% 4,491 $2.8M
Lincoln Capital LLC 0.54% Add +0.2% 4,486 $2.8M
GHP Investment Advisors, Inc. 0.12% Reduce -3.3% 4,483 $2.8M
Rik Saylor Financial, Inc. 2.14% Reduce -0.1% 4,481 $2.8M
Tudor Financial Inc. 1.58% Add +2.9% 4,479 $2.8M
Pineridge Advisors LLC 1.01% Add +1.2% 4,470 $2.8M
Clark Asset Management, LLC 0.38% Add +2.3% 4,465 $2.8M
Tobias Financial Advisors, Inc. 0.47% Add +351.8% 4,459 $2.8M
Foster Dykema Cabot & Partners, LLC 0.19% No change 4,457 $2.8M
Wallace Advisory Group, LLC 2.01% Reduce -4.3% 4,921 $2.8M
Gallacher Capital Management LLC 1.28% Reduce -3.6% 4,449 $2.8M
Procyon Advisors, LLC 0.26% Reduce -16.6% 4,448 $2.8M
Firestone Capital Management 0.65% Add +1.4% 4,446 $2.8M
United Capital Management of KS, Inc. 0.43% Reduce -3.7% 4,429 $2.7M
Clearwater Capital Advisors, LLC 0.25% Add +14.1% 4,427 $2.7M
Laurel Wealth Advisors LLC 0.41% Add +1.9% 4,427 $2.7M
Forefront Analytics, LLC 3.06% Reduce -3.5% 4,419 $2.7M
Beck Mack & Oliver LLC 0.05% No change 4,407 $2.7M
Polymer Capital Management (HK) LTD 0.43% No change 4,400 $2.7M
Stage Harbor Financial, LLC 2.22% Reduce -32.8% 4,399 $2.7M
HBW Advisory Services LLC 0.34% Add +27.3% 4,398 $2.7M
Goodwin Investment Advisory 3.15% Reduce -1.0% 4,391 $2.7M
Empirical Asset Management, LLC 0.84% Reduce -1.8% 4,391 $2.7M
Sculati Wealth Management, LLC 1.02% New 4,390 $2.7M
HRT Financial LP 0.01% New 4,375 $2.7M
Flavin Financial Services, Inc. 2.63% Add +1.2% 4,371 $2.7M
Obermeyer Wealth Partners 0.13% Add +11.8% 4,346 $2.7M
Panoramic Investment Advisors, LLC 1.65% Add +0.9% 4,334 $2.7M
Advisor OS, LLC 0.26% Add +20.3% 4,327 $2.7M
CapWealth Advisors, LLC 0.26% Reduce -0.1% 4,308 $2.7M
Counterweight Ventures, LLC 1.74% Add +9.3% 4,283 $2.7M
Archford Capital Strategies, LLC 0.34% Reduce -9.0% 4,277 $2.7M
Silvia McColl Wealth Management, LLC 1.93% No change 4,275 $2.7M
Wealth Effects LLC 0.99% Reduce -4.5% 4,256 $2.6M
Creative Financial Designs Inc. 0.19% Reduce -0.3% 4,217 $2.6M
SP Asset Management LLC 0.21% Add +0.7% 4,196 $2.6M
Van Strum & Towne Inc. 0.82% Reduce -0.6% 4,196 $2.6M
FF Advisors,LLC 1.35% No change 4,192 $2.6M
Magnolia Capital Advisors LLC 0.65% Reduce -1.2% 4,188 $2.6M
Allie Family Office LLC 1.28% Add +8.9% 4,104 $2.6M
Mezzasalma Advisors, LLC 0.78% Add +0.5% 4,163 $2.6M
Hobart Private Capital, LLC 0.58% Reduce -5.8% 4,146 $2.6M
Wealthcare Capital Management LLC 0.27% Add +0.3% 4,141 $2.6M
Hutchens & Kramer Investment Management Group, LLC 1.18% Reduce -3.0% 4,137 $2.6M
NTV Asset Management LLC 0.31% Add +3.5% 4,130 $2.6M
Falcon Wealth Planning 0.26% Reduce -4.8% 4,126 $2.6M
Cobblestone Capital Advisors LLC 0.13% Reduce -4.0% 4,109 $2.6M
Ironsides Asset Advisors, LLC 0.74% No change 4,100 $2.5M
Patten & Patten Inc. 0.16% Add +0.0% 4,097 $2.5M
Cohen Capital Management, Inc. 0.41% Add +3.6% 4,091 $2.5M
Warren Street Wealth Advisors, LLC 0.84% Add +14.3% 4,080 $2.5M
Resurgent Financial Advisors LLC 1.40% Reduce -19.8% 4,080 $2.5M
Jentner Corp 0.68% No change 4,079 $2.5M
Northwest Capital Management Inc 1.37% Reduce -14.1% 4,070 $2.5M
Qube Research & Technologies Ltd 0.00% Reduce -75.4% 4,065 $2.5M
PCG Wealth Advisors, LLC 1.29% Add +9.7% 4,063 $2.5M
Opus Capital Group, LLC 0.30% Reduce -2.1% 4,061 $2.5M
Strategic Financial Concepts, LLC 0.35% Reduce -68.0% 4,058 $2.5M
Garden State Investment Advisory Services LLC 0.68% Add +5.0% 4,045 $2.5M
Trust Co of Tennessee 0.58% Reduce -0.5% 4,029 $2.5M
AlphaStar Capital Management, LLC 0.18% New 4,025 $2.5M
CGN Advisors LLC 0.22% Reduce -0.5% 4,021 $2.5M
Operose Advisors LLC 0.70% Add +0.3% 4,004 $2.5M
Pennington Partners & Co., LLC 1.33% Add +6.2% 3,994 $2.5M
SOA Wealth Advisors, LLC. 0.45% Reduce -5.8% 3,985 $2.5M
Clarius Group, LLC 0.14% Add +73.8% 3,984 $2.5M
First Financial Bankshares Inc 0.06% Reduce -38.5% 3,969 $2.5M
Francis Financial, Inc. 0.57% Reduce -3.4% 3,945 $2.4M
Cerro Pacific Wealth Advisors LLC 0.68% Add +8.1% 3,939 $2.4M
Builder Investment Group Inc. 0.60% Add +11.7% 3,934 $2.4M
Cadence Bank 0.16% Add +2.6% 3,919 $2.4M
Inspire Advisors, LLC 0.25% Add +1.5% 3,896 $2.4M
Allegheny Financial Group 0.54% Add +33.4% 3,895 $2.4M
Key Financial Inc 0.49% No change 3,885 $2.4M
W.H. Cornerstone Investments Inc. 1.53% Add +0.3% 3,885 $2.4M
Resources Management Corp. /CT/ 0.33% Reduce -5.7% 3,873 $2.4M
Oxinas Partners, LLC 1.23% Reduce -11.2% 3,869 $2.4M
Impact Capital Partners LLC 0.79% Add +0.9% 3,867 $2.4M
Financial Consulate, Inc. 0.47% Reduce -3.4% 3,867 $2.4M
Continental Investors Services, Inc. 4.31% Add +0.5% 3,862 $2.4M
Seven Post Investment Office LP 0.90% No change 3,860 $2.4M
Aspire Capital Advisors LLC 0.66% Reduce -1.1% 3,859 $2.4M
Baker Tilly Wealth Management, LLC 0.86% Reduce -1.1% 3,858 $2.4M
ARS Investment Partners, LLC 0.17% No change 3,848 $2.4M
Truvestments Capital LLC 0.48% Reduce -9.4% 3,848 $2.4M
Kintra Wealth, LLC 1.44% Add +484.0% 3,843 $2.4M
Centennial Bank 1.00% Reduce -14.3% 3,836 $2.4M
Envision Financial LLC 1.59% Add +0.0% 3,833 $2.4M
Sonora Investment Management Group, LLC 0.18% Reduce -15.2% 3,820 $2.4M
Client 1ST Advisory Group, LLC 0.86% Add +1.6% 3,818 $2.4M
Curbstone Financial Management Corp 0.49% Reduce -14.6% 3,812 $2.4M
Roman Butler Fullerton & Co. 0.70% Add +0.2% 3,693 $2.4M
Avantax Planning Partners, Inc. 0.07% Reduce -1.7% 3,792 $2.4M
StoneCrest Wealth Management, Inc. 1.12% Reduce -4.5% 3,773 $2.3M
Tompkins Financial Corp. 0.21% Add +13.4% 3,767 $2.3M
Glass Jacobson Investment Advisors llc 0.90% Reduce -19.0% 3,759 $2.3M
Peak Financial Management, Inc. 0.66% Reduce -0.4% 3,753 $2.3M
1ST Source Bank 0.13% Add +19.2% 3,722 $2.3M
Denver PWM, LLC 0.72% Reduce -1.7% 3,719 $2.3M
Talon Private Wealth, LLC 0.32% Add +3.2% 3,715 $2.3M
Weik Capital Management 0.91% Add +0.5% 3,715 $2.3M
Davis R M Inc. 0.04% Reduce -27.6% 3,715 $2.3M
Moneco Advisors, LLC 0.21% Add +3.9% 3,713 $2.3M
Versant Capital Management, Inc 0.35% No change 3,706 $2.3M
Weatherly Asset Management L. P. 0.20% Reduce -0.9% 3,704 $2.3M
LGT Financial Advisors LLC 5.83% Reduce -15.2% 3,698 $2.3M
Sunflower Bank, N.A. 0.58% Reduce -2.5% 3,699 $2.3M
Moneywise, Inc. 1.08% Add +10.4% 3,695 $2.3M
Absolute Capital Management, LLC 1.15% Reduce -44.1% 3,688 $2.3M
Rossby Financial, LCC 0.86% Reduce -2.5% 3,685 $2.3M
Naviter Wealth, LLC 0.28% Reduce -9.9% 3,675 $2.3M
First PREMIER Bank 0.55% Reduce -0.5% 3,668 $2.3M
Wedgewood Investors Inc. 2.60% Reduce -0.1% 3,641 $2.3M
Briaud Financial Planning Inc 0.89% Add +11.0% 3,629 $2.3M
L.K. Benson & Company, P.C. 1.38% Add +39.8% 3,628 $2.3M
Schrum Private Wealth Management LLC 1.81% Reduce -1.6% 3,626 $2.3M
Aspen Capital Management, LLC 0.63% No change 3,625 $2.3M
Disciplined Investments, LLC 0.95% Reduce -6.3% 3,618 $2.2M
J2 Capital Management Inc 1.79% Add +1.9% 3,612 $2.2M
Essex LLC 0.44% Reduce -4.4% 3,606 $2.2M
Waypoint Wealth Partners Inc. 0.54% New 3,600 $2.2M
Trinity Wealth Management, LLC 0.89% Add +107.4% 3,599 $2.2M
HHM Wealth Advisors, LLC 0.27% Reduce -13.1% 3,597 $2.2M
Murphy, Middleton, Hinkle & Parker, Inc. 1.25% No change 3,971 $2.2M
Beck Capital Management, LLC 0.55% Add +4.0% 3,573 $2.2M
J Hagan Capital, Inc. 1.50% Add +169.8% 3,510 $2.2M
Fiduciary Advisors, Inc. 1.95% Add +1.2% 3,566 $2.2M
Heritage Financial Services, LLC 0.21% Add +9.1% 3,562 $2.2M
Alpha Cubed Investments, LLC 0.08% Reduce -5.0% 3,553 $2.2M
Strategic Equity Management 0.81% Reduce -22.4% 3,552 $2.2M
Intrust Bank NA 0.19% Reduce -2.4% 3,528 $2.2M
Sentinel Pension Advisors, LLC 0.37% Add +1.6% 3,525 $2.2M
Indiana Trust & Investment Management Co 0.72% Add +1.9% 3,524 $2.2M
SeaCrest Wealth Management, LLC 0.24% Reduce -3.0% 3,519 $2.2M
Collective Family Office LLC 0.56% Reduce -5.8% 3,509 $2.2M
Virtue Capital Management, LLC 0.40% Reduce -66.8% 3,498 $2.2M
Brooklyn Investment Group 0.29% Add +306.7% 3,498 $2.2M
HORAN Wealth, LLC 0.66% — 3,495 $2.2M
North Star Asset Management Inc. 0.09% No change 3,492 $2.2M
Riversedge Advisors, LLC 0.42% Add +9.1% 3,485 $2.2M
Richmond Investment Services, LLC 0.46% Add +387.8% 3,483 $2.2M
Maple Capital Management, Inc. 0.15% Reduce -6.1% 3,483 $2.2M
Live Oak Private Wealth LLC 0.32% Add +9.4% 3,480 $2.2M
Fullcircle Wealth LLC 0.80% Reduce -42.1% 3,399 $2.2M
McGlone Suttner Wealth Management, Inc. 0.32% Add +1.1% 3,454 $2.1M
Castle Wealth Management LLC 0.78% Reduce -26.6% 3,451 $2.1M
Grandfield & Dodd, LLC 0.13% Reduce -1.1% 3,449 $2.1M
Howland Capital Management LLC 0.09% No change 3,436 $2.1M
DBK Financial Counsel, LLC 1.93% No change 3,431 $2.1M
Farmers Trust Co. 0.40% Reduce -1.1% 3,425 $2.1M
Valley National Advisers Inc. 0.35% Add +4.4% 3,426 $2.1M
tru Independence LLC 0.61% Reduce -1.9% 3,424 $2.1M
Bank Ozk 0.81% Reduce -2.5% 3,417 $2.1M
Werba Rubin Papier Wealth Management 0.40% Reduce -1.4% 3,415 $2.1M
Granite FO LLC 1.20% No change 3,413 $2.1M
Relyea Zuckerberg Hanson LLC 0.25% Add +85.5% 3,405 $2.1M
Goldstein Advisors, LLC 0.28% Add +6.3% 3,402 $2.1M
Angeles Wealth Management, LLC 0.14% Reduce -11.3% 3,399 $2.1M
Old Second National Bank of Aurora 0.46% Reduce -0.9% 3,374 $2.1M
F/m Investments LLC 0.08% Add +36.4% 3,645 $2.1M
James Investment Research, Inc. 0.25% Add +3.1% 3,360 $2.1M
Pacifica Partners Inc. 0.85% Reduce -4.8% 3,374 $2.1M
Bragg Financial Advisors, Inc 0.07% Reduce -2.3% 3,352 $2.1M
Running Point Capital Advisors, LLC 0.57% Add +82.6% 3,349 $2.1M
LCNB Corp. 0.73% Add +30.7% 3,344 $2.1M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +10.1% 3,342 $2.1M
Rockbridge Investment Management, LCC 0.22% Reduce -2.1% 3,339 $2.1M
Financial Symmetry Inc 1.07% Reduce -1.3% 3,329 $2.1M
Tradition Wealth Management, LLC 0.16% Reduce -2.8% 3,326 $2.1M
Lazari Capital Management, Inc. 0.78% Reduce -8.6% 3,323 $2.1M
Whipplewood Advisors, LLC 1.13% Add +6679.6% 3,322 $2.1M
Griffin Asset Management, Inc. 0.24% Reduce -2.9% 3,322 $2.1M
Community Trust & Investment Co. 0.12% Add +11.0% 3,322 $2.1M
Raleigh Capital Management Inc. 0.86% Reduce -51.4% 3,317 $2.1M
Barnes Dennig Private Wealth Management LLC 2.46% Add +158.5% 3,314 $2.1M
Signature Wealth Management Partners, LLC 1.17% Add +9.7% 3,310 $2.1M
Burling Wealth Partners, LLC 0.38% Add +40.6% 3,300 $2.0M
21 West Wealth Management LLC 2.06% — 3,294 $2.0M
YANKCOM Partnership 1.00% No change 3,294 $2.0M
Values Added Financial LLC 0.99% Add +2.1% 3,289 $2.0M
First Merchants Corp. 0.08% Add +7.1% 3,288 $2.0M
My Personal CFO, LLC 0.92% Reduce -0.1% 3,275 $2.0M
Trust Co. of Toledo NA 0.22% Reduce -0.6% 3,275 $2.0M
Randolph Co Inc 0.21% Add +36.2% 3,275 $2.0M
Searle & Co. 0.58% Add +2.5% 3,274 $2.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -12.7% 3,270 $2.0M
FSC Wealth Advisors, LLC 1.28% Add +5.9% 3,268 $2.0M
Archer Investment Corp 0.48% Add +2.3% 3,266 $2.0M
Greenwich Wealth Management LLC 0.10% Add +2.9% 3,259 $2.0M
Brandywine Trust Co. 0.31% Add +66.2% 3,255 $2.0M
Scott Capital Advisors, LLC 0.55% Add +2.2% 3,221 $2.0M
Clarity Wealth Advisors, LLC 0.50% Add +1.5% 3,253 $2.0M
Matrix Asset Advisors Inc. 0.20% Add +3.0% 3,237 $2.0M
Iowa State Bank 0.40% Reduce -0.1% 3,232 $2.0M
Aviance Capital Partners, LLC 0.26% Add +0.3% 3,227 $2.0M
Cullen/Frost Bankers, Inc. 0.03% Reduce -4.3% 3,225 $2.0M
Realta Investment Advisors 0.79% Reduce -8.4% 3,222 $2.0M
Zullo Investment Group, Inc. 0.81% Reduce -0.2% 3,221 $2.0M
Strategic Investment Solutions, Inc. 0.60% Reduce -13.2% 3,221 $2.0M
Cannon Financial Strategists, Inc. 0.32% No change 3,217 $2.0M
Fortress Financial Group, LLC 1.69% Add +3.3% 3,207 $2.0M
Tableaux LLC 1.14% Reduce -4.3% 3,198 $2.0M
F&V Capital Management, LLC 0.51% Reduce -9.5% 3,194 $2.0M
United Advisor Group, LLC 0.34% Reduce -17.1% 3,174 $2.0M
FreeGulliver LLC 0.91% Add +11.5% 3,170 $2.0M
Theory Financial LLC 0.74% Add +2.0% 3,080 $2.0M
PSI Advisors, LLC 0.97% Reduce -4.4% 3,149 $2.0M
Lazard Freres Gestion S.A.S. 0.05% No change 3,150 $2.0M
Rodgers & Associates, LTD 0.21% Add +20.8% 3,130 $1.9M
Forbes J M & Co. LLP 0.18% No change 3,125 $1.9M
Narus Financial Partners, LLC 0.61% Reduce -0.2% 3,125 $1.9M
Capital Advisors Inc. 0.03% Reduce -9.3% 3,123 $1.9M
Huntleigh Advisors, Inc. 0.37% Reduce -0.8% 3,119 $1.9M
Beacon Capital Management, LLC 0.26% Reduce -8.1% 3,116 $1.9M
SlateStone Wealth, LLC 0.18% Reduce -4.0% 3,114 $1.9M
Burton Enright Welch 0.34% Add +129.5% 3,114 $1.9M
Triad Wealth Partners, LLC 0.39% Add +2.7% 3,091 $1.9M
Raffa Wealth Management, LLC 0.38% Reduce -4.3% 3,089 $1.9M
Johnson & White Wealth Management, LLC 0.97% Add +0.7% 3,085 $1.9M
Fingerlakes Wealth Management, Inc. 1.43% Add +0.1% 3,085 $1.9M
Kornitzer Capital Management Inc. 0.04% No change 3,084 $1.9M
MJP Associates Inc. 0.28% Add +18.6% 3,080 $1.9M
SFE Investment Counsel 0.34% Reduce -56.1% 3,079 $1.9M
Ehrlich Financial Group 1.24% Reduce -5.4% 3,078 $1.9M
JFG Wealth Management, LLC 0.40% Reduce -0.0% 3,076 $1.9M
Headinvest, LLC 0.41% Reduce -15.0% 3,074 $1.9M
Patron Partners, LLC 0.94% Add +32.9% 3,073 $1.9M
Keb Asset Management, LLC 0.47% No change 3,062 $1.9M
Willow Creek Wealth Management Inc. 0.17% Reduce -1.4% 3,050 $1.9M
Arbor Wealth Advisors LLC 1.54% Add +0.3% 3,049 $1.9M
Summit Global Investments 0.11% Add +160.2% 3,047 $1.9M
STAR Financial Bank 1.20% Add +4.1% 3,041 $1.9M
ZEGA Investments, LLC 0.47% Add +1.2% 3,024 $1.9M
Smith Salley Wealth Management 0.11% Add +32.9% 3,016 $1.9M
Arq Wealth Advisors, LLC 0.64% No change 3,331 $1.9M
CNB Bank 0.89% No change 3,013 $1.9M
Evolution Wealth Management Inc. 2.30% — 3,010 $1.9M
Bolthouse Investments, LLC 1.84% Add +0.2% 2,999 $1.9M
Formidable Asset Management, LLC 0.31% No change 3,313 $1.9M
Almanack Investment Partners, LLC. 0.30% Add +54.7% 2,997 $1.9M
Gibbs Wealth Management 0.36% Add +21.5% 2,997 $1.9M
Vigilare Wealth Management 0.69% Reduce -49.6% 2,983 $1.9M
MKT Advisors LLC 0.73% No change 2,960 $1.8M
Capital Square, LLC 0.98% Add +11.8% 2,931 $1.8M
Corundum Trust Company, INC 4.85% No change 2,957 $1.8M
TCV Trust & Wealth Management, Inc. 0.16% Reduce -0.6% 2,957 $1.8M
GEM Asset Management, LLC 0.94% No change 2,943 $1.8M
Johnson Financial Group, LLC 0.17% No change 2,956 $1.8M
Advance Capital Management, Inc. 0.08% Add +0.5% 2,954 $1.8M
Riverbridge Partners LLC 0.03% Reduce -54.4% 2,951 $1.8M
Bath Savings Trust Co 0.18% Reduce -2.4% 2,939 $1.8M
Parthenon LLC 0.21% No change 2,937 $1.8M
MMBG Investment Advisors Co. 0.18% No change 2,924 $1.8M
Philadelphia Trust Co. 0.14% Reduce -0.5% 2,923 $1.8M
Ridgeline Wealth Planning, LLC 1.49% Add +49.4% 2,916 $1.8M
Sterling Investment Counsel, LLC 1.06% Reduce -75.4% 2,914 $1.8M
Atlantic Private Wealth, LLC 1.21% Reduce -3.7% 2,900 $1.8M
Monetary Management Group Inc. 0.44% No change 2,900 $1.8M
Osborne Partners Capital Management, LLC 0.10% Reduce -0.3% 2,897 $1.8M
Benin Management CORP 0.47% No change 2,890 $1.8M
Toronto Dominion Bank 0.00% Add +2.5% 2,883 $1.8M
Sebold Capital Management, Inc. 1.10% Add +0.4% 2,883 $1.8M
NCM Capital Management, LLC 0.73% Add +21.1% 2,861 $1.8M
KG Capital Management 0.53% Reduce -2.6% 2,881 $1.8M
Florida Financial Advisors, LLC 0.43% Add +115.5% 2,864 $1.8M
Advisory Alpha, LLC 0.06% Reduce -6.2% 2,844 $1.8M
Tradewinds, LLC. 1.34% Add +9.1% 2,842 $1.8M
Merkkuri Wealth Advisors LLC 1.34% Reduce -51.5% 2,842 $1.8M
Accurate Wealth Management, LLC 0.27% Reduce -1.9% 2,801 $1.8M
Berger Financial Group, Inc 0.11% Reduce -0.1% 2,835 $1.8M
OneAscent Financial Services LLC 0.13% Reduce -5.9% 2,835 $1.8M
Performance Wealth Partners, LLC 0.06% Add +170.2% 2,834 $1.8M
Aspire Private Capital, LLC 0.41% Reduce -42.7% 2,833 $1.8M
Brandywine Oak Private Wealth LLC 0.16% Add +0.3% 2,830 $1.8M
Capital Advisors, Ltd. LLC 0.22% Add +24.5% 2,826 $1.8M
Aerodigm Wealth, LLC 0.84% Reduce -19.1% 2,824 $1.8M
Voisard Asset Management Group, Inc. 0.45% Reduce -7.4% 2,812 $1.7M
Brown Miller Wealth Management, LLC 0.54% Reduce -17.2% 2,809 $1.7M
Cape Investment Advisory, Inc. 0.64% Add +35.9% 2,807 $1.7M
Rebalance, LLC 0.12% Add +0.3% 2,802 $1.7M
Roble, Belko & Company, Inc 0.25% No change 2,793 $1.7M
Texas Capital Bank Wealth Management Services Inc 0.16% Reduce -1.8% 2,788 $1.7M
First Community Trust NA 1.41% No change 2,785 $1.7M
McRae Capital Management Inc. 0.35% Reduce -12.6% 2,784 $1.7M
Moss Adams Wealth Advisors LLC 0.16% Reduce -11.6% 2,781 $1.7M
Financial Advisors, LLC 0.32% Reduce -1.0% 2,771 $1.7M
Enterprise Bank & Trust Co 0.64% Reduce -62.5% 2,765 $1.7M
Donaldson Capital Management, LLC 0.06% Reduce -2.0% 2,765 $1.7M
St Germain D J Co. Inc. 0.07% Reduce -22.1% 2,762 $1.7M
Austin Asset Management Co Inc 0.35% Reduce -0.5% 2,759 $1.7M
Epiq Partners, LLC 0.91% Add +3.7% 2,759 $1.7M
Bordeaux Wealth Advisors LLC 0.22% Reduce -7.1% 2,740 $1.7M
Navis Wealth Advisors, LLC 1.43% Add +207.1% 2,739 $1.7M
LM Advisors LLC 0.22% Reduce -1.1% 2,736 $1.7M
Founders Grove Wealth Partners, LLC 0.43% Reduce -1.5% 2,734 $1.7M
Islay Capital Management, LLC 1.10% Reduce -22.9% 2,732 $1.7M
17 Capital Partners, LLC 0.97% Add +0.6% 2,719 $1.7M
Kings Path Partners LLC 0.68% Add +0.3% 2,716 $1.7M
Faithward Advisors, LLC 0.26% Reduce -0.2% 2,716 $1.7M
Juncture Wealth Strategies, LLC 0.60% Reduce -0.1% 2,713 $1.7M
Altiora Financial Group, LLC 0.33% Add +5.5% 2,708 $1.7M
Hummer Financial Advisory Services Inc 1.26% Add +27.6% 2,704 $1.7M
Lakewood Asset Management LLC 1.12% Add +4.7% 2,697 $1.7M
Exchange Capital Management, Inc. 0.25% Reduce -10.0% 2,693 $1.7M
Summit Wealth Group, LLC 0.43% Add +98.6% 2,683 $1.7M
Sandhill Capital Partners LLC 0.12% Reduce -5.6% 2,683 $1.7M
EWG Elevate Inc. 0.51% Reduce -58.9% 2,677 $1.7M
Second Line Capital, LLC 0.39% Reduce -9.1% 2,675 $1.7M
Fortitude Advisory Group L.L.C. 0.95% Add +8.8% 2,673 $1.7M
Morton Capital Management LLC 0.29% Reduce -2.5% 2,659 $1.7M
Fonville Wealth Management LLC 0.42% No change 2,658 $1.7M
Beese Fulmer Investment Management, Inc. 0.12% Add +21.4% 2,657 $1.6M
LexAurum Advisors, LLC 0.26% Reduce -12.0% 2,652 $1.6M
Factor Wealth Management LTD 0.45% Add +24.1% 2,638 $1.6M
Intelligence Driven Advisers, LLC 0.25% Reduce -0.4% 2,635 $1.6M
Christensen, King & Associates Investment Services, Inc. 0.75% Add +3.7% 2,633 $1.6M
Excalibur Management Corp. 0.61% No change 2,621 $1.6M
Arbor Investment Advisors, LLC 0.21% No change 2,616 $1.6M
Family Wealth Partners, LLC 0.65% No change 2,616 $1.6M
Samalin Investment Counsel, LLC 0.63% Add +7.8% 2,613 $1.6M
Institute for Wealth Management, LLC. 0.18% Reduce -26.0% 2,610 $1.6M
Capital Investment Counsel, LLC 0.25% Reduce -4.5% 2,605 $1.6M
Israel Discount Bank of New York 6.14% Reduce -15.8% 2,605 $1.6M
Sierra Ocean, LLC 1.16% Reduce -3.1% 2,595 $1.6M
Watts Gwilliam & Co., LLC 0.26% Reduce -17.0% 2,426 $1.6M
Kelman-Lazarov, Inc. 0.26% Reduce -4.9% 2,585 $1.6M
Lockerman Financial Group, Inc. 2.16% Reduce -16.8% 2,578 $1.6M
Outbound Financial Inc 1.46% — 2,575 $1.6M
Toth Financial Advisory Corp. 0.19% Add +6.8% 2,574 $1.6M
Cura Wealth Advisors, LLC 0.74% Add +10.2% 2,568 $1.6M
Calton & Associates, Inc. 0.28% Add +36.3% 2,566 $1.6M
DDD Partners, LLC 0.17% Reduce -0.6% 2,565 $1.6M
Everett Harris & Co. 0.02% Reduce -0.7% 2,562 $1.6M
Quent Capital, LLC 0.15% Reduce -9.4% 2,559 $1.6M
Trinity Financial Advisors LLC 0.49% Add +91.0% 2,553 $1.6M
MBA Advisors LLC 0.73% Reduce -8.1% 2,550 $1.6M
Round Rock Advisors LLC 0.27% Reduce -4.2% 2,551 $1.6M
Bay Capital Advisors, LLC 1.21% Reduce -2.5% 2,549 $1.6M
Howard Bailey Securities, LLC 0.49% Reduce -2.1% 2,545 $1.6M
Impact Partnership Wealth, LLC 0.29% Add +4.0% 2,543 $1.6M
Redwood Investment Management, LLC 0.17% Add +26.7% 2,541 $1.6M
Inspirion Wealth Advisors, LLC 0.21% Reduce -4.4% 2,525 $1.6M
Bogart Wealth, LLC 0.07% Add +4.8% 2,524 $1.6M
Mayport, LLC 0.38% Add +0.0% 2,522 $1.6M
Oregon Pacific Wealth Management, LLC 1.48% Add +12.5% 2,518 $1.6M
Sterling Wealth Management, Inc. 0.53% — 2,518 $1.6M
Banque Cantonale Vaudoise 0.06% Reduce -22.8% 2,518 $1.6M
Wealth Advisory Solutions, LLC 0.40% Reduce -4.7% 2,514 $1.6M
First National Bank & Trust Co. of Newtown 0.31% Reduce -3.3% 2,513 $1.6M
LTG Capital LLC 1.33% Reduce -20.9% 2,505 $1.6M
Axiom Investors LLC 0.01% Reduce -3.9% 2,500 $1.6M
VestGen Investment Management 1.11% Reduce -43.8% 2,491 $1.5M
Spartan Planning & Wealth Management 1.32% Add +33.5% 2,487 $1.5M
Code Waechter LLC 1.10% Reduce -21.0% 2,484 $1.5M
Frisch Financial Group, Inc. 0.38% Add +67.0% 2,481 $1.5M
Boston Trust Walden Corp 0.01% Reduce -4.8% 2,481 $1.5M
Smithbridge Asset Management Inc. 0.27% Reduce -15.7% 2,480 $1.5M
Saxon Interests, Inc. 0.72% No change 2,739 $1.5M
Range Financial Group LLC 0.60% Add +0.3% 2,477 $1.5M
ABLE Financial Group, LLC 0.37% Add +4.9% 2,477 $1.5M
Geometric Wealth Advisors 0.23% Add +2.3% 2,474 $1.5M
Burney Co./ 0.05% Add +9.0% 2,473 $1.5M
Prentiss Smith & Co. Inc. 0.91% No change 2,473 $1.5M
Vista Capital Partners, Inc. 0.17% Reduce -1.9% 2,463 $1.5M
Westfuller Advisors, LLC 0.87% Reduce -7.9% 2,457 $1.5M
Sheridan Capital Management, LLC 1.05% New 2,447 $1.5M
Carl P. Sherr & Co., LLC 0.77% Reduce -0.8% 2,446 $1.5M
Ellevest, Inc. 0.24% Reduce -13.8% 2,445 $1.5M
Sageworth Trust Co of South Dakota 1.64% Add +87.6% 2,442 $1.5M
Cora Capital Advisors LLC 0.67% Reduce -14.6% 2,433 $1.5M
Atlatl Advisers LLC 0.71% Reduce -50.0% 2,432 $1.5M
Wealthquest Corp 0.12% Add +14.9% 2,427 $1.5M
Tanglewood Legacy Advisors, LLC 0.62% Reduce -4.3% 2,420 $1.5M
Haverford Financial Services, Inc. 0.44% No change 2,420 $1.5M
Talisman Wealth Advisors LLC 1.36% Add +8.0% 2,406 $1.5M
Cibc World Markets Corp. 0.01% Add +0.3% 2,399 $1.5M
Capital Asset Advisory Services LLC 0.07% Add +51.5% 2,399 $1.5M
Plan A Wealth LLC 0.84% Add +40.4% 2,398 $1.5M
Seneca Financial Advisors LLC 0.57% Add +0.1% 2,393 $1.5M
Clientfirst Wealth Management, LLC 1.52% No change 2,391 $1.5M
Brown Financial Advisory 0.82% Reduce -1.0% 2,391 $1.5M
Guardian Asset Advisors, LLC 0.85% Reduce -1.3% 2,383 $1.5M
Camden National Bank 0.21% Add +1.1% 2,383 $1.5M
Waterfront Wealth Inc. 0.33% Reduce -0.8% 2,378 $1.5M
Acorn Financial Advisory Services Inc. 0.24% Reduce -9.5% 2,373 $1.5M
Oak Harvest Investment Services 0.18% Add +5.6% 2,372 $1.5M
Family Office Research LLC 0.70% Add +0.0% 2,371 $1.5M
Accel Wealth Management 0.49% No change 2,371 $1.5M
McGuire Investment Group, LLC 0.19% Reduce -8.9% 2,371 $1.5M
L2 Asset Management, LLC 0.24% New 2,361 $1.5M
Next Level Wealth Planning, LLC 0.94% Reduce -3.0% 2,359 $1.5M
Copia Wealth Management 1.23% Add +0.7% 2,353 $1.5M
Sterling Capital Management LLC 0.02% Add +7.9% 2,353 $1.5M
RoundAngle Advisors LLC 1.22% Add +1.0% 2,350 $1.5M
Pitti Group Wealth Management, LLC 1.26% Add +2.8% 2,343 $1.5M
Ervin Investment Management, LLC 0.91% Reduce -7.5% 2,336 $1.5M
Diversify Wealth Management, LLC 0.09% Reduce -1.9% 2,244 $1.4M
Mullaney, Keating & Wright, Inc. 0.95% Add +1.2% 2,331 $1.4M
Athena Investment Management 0.81% Reduce -1.4% 2,330 $1.4M
Cabot Wealth Management Inc. 0.17% No change 2,327 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.50% Add +0.1% 2,326 $1.4M
Highline Wealth Partners LLC 0.43% Add +8.9% 2,325 $1.4M
SkyOak Wealth, LLC 0.29% No change 2,324 $1.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.30% Add +1.2% 2,310 $1.4M
Lee Danner & Bass Inc. 0.11% Reduce -3.6% 2,307 $1.4M
Bank of Marin 1.08% No change 2,302 $1.4M
Hickory Point Bank & Trust 1.15% Add +4.1% 2,299 $1.4M
Uptown Financial Advisors LLC 1.32% No change 2,292 $1.4M
Means Investment Co., Inc. 0.13% Add +2.5% 2,292 $1.4M
Fiduciary Alliance LLC 0.11% Add +65.2% 2,290 $1.4M
Corrado Advisors, LLC 0.87% Add +4.3% 2,287 $1.4M
Arthur M. Cohen & Associates, LLC 0.25% Add +0.3% 2,282 $1.4M
Atlas Private Wealth Advisors 0.18% Reduce -0.8% 2,277 $1.4M
HFG Advisors, Inc. 1.12% Reduce -12.1% 2,269 $1.4M
Traub Capital Management LLC 1.30% — 2,265 $1.4M
Clarendon Private LLC 1.35% Reduce -0.7% 2,259 $1.4M
Destiny Wealth Partners, LLC 0.19% Reduce -4.2% 2,257 $1.4M
Canopy Partners, LLC 0.51% No change 2,253 $1.4M
E&G Advisors, LLC 0.36% Reduce -5.2% 2,248 $1.4M
Reinhart Partners, Llc. 0.05% No change 2,245 $1.4M
Novus Advisors, LLC 2.12% Reduce -54.7% 2,236 $1.4M
J. Safra Sarasin Holding AG 0.02% Reduce -9.3% 2,245 $1.4M
Harvest Investment Services, LLC 0.31% Add +7.0% 2,219 $1.4M
Washington Trust Advisors, Inc. 0.11% Reduce -6.0% 2,215 $1.4M
Cozad Asset Management Inc. 0.12% Add +8.5% 2,214 $1.4M
BFI Infinity Ltd. 1.15% New 2,213 $1.4M
MBL Wealth, LLC 0.13% Add +3.8% 2,207 $1.4M
Mattson Financial Services, LLC 0.37% Add +902.7% 2,206 $1.4M
Peninsula Asset Management Inc. 0.72% Add +106.8% 2,198 $1.4M
Coastal Bridge Advisors, LLC 0.11% Reduce -26.3% 2,196 $1.4M
Center for Financial Planning, Inc. 0.16% Reduce -0.9% 2,188 $1.4M
White Lighthouse Investment Management Inc. 0.22% Add +1.8% 2,185 $1.4M
Tiemann Investment Advisors, LLC 0.56% Add +1.4% 2,184 $1.4M
Frederick Financial Consultants, LLC 0.84% Add +0.1% 2,178 $1.4M
Integras Partners LLC 1.45% Add +8.8% 2,178 $1.4M
Spinnaker Trust 0.08% No change 2,171 $1.3M
Southeast Asset Advisors, LLC 0.16% Add +3.1% 2,170 $1.3M
Financial Advisors Network, Inc. 0.20% Add +4.5% 2,168 $1.3M
Crew Capital Management, Ltd 0.97% Reduce -6.9% 2,167 $1.3M
WealthTrust Axiom LLC 0.39% Add +4.4% 2,163 $1.3M
CCG Wealth Management, LLC 0.70% Reduce -0.3% 2,153 $1.3M
Violich Capital Management, Inc. 0.19% Reduce -9.5% 2,152 $1.3M
Ballast Advisors LLC 0.39% Add +7.1% 2,151 $1.3M
Marion Wealth Management 0.33% Add +92.3% 2,148 $1.3M
McClarren Financial Advisors, Inc. 0.87% Reduce -33.1% 2,145 $1.3M
Hunter Perkins Capital Management, LLC 0.32% No change 2,140 $1.3M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.17% Add +2.0% 2,135 $1.3M
Root Financial Partners, LLC 0.13% Add +6.8% 2,134 $1.3M
Apella Capital, LLC 0.04% Add +43.6% 2,123 $1.3M
D. Scott Neal, Inc. 0.66% Add +0.5% 2,129 $1.3M
Cannon Wealth Management Services, LLC 1.08% No change 2,128 $1.3M
Investment Counsel Co. of Nevada 2.70% Add +3696.4% 2,126 $1.3M
Hibernia Wealth Partners, LLC 0.48% Add +109.1% 2,120 $1.3M
Clear Harbor Asset Management, LLC 0.10% Reduce -1.0% 2,115 $1.3M
Legacy Financial Group, Inc. 0.39% Add +64.1% 2,115 $1.3M
S&T Bank 0.40% No change 2,108 $1.3M
Crown Wealth Group, LLC 0.49% Reduce -9.3% 2,107 $1.3M
Mendel Capital Management LLC 0.75% Reduce -9.5% 2,105 $1.3M
Mechanics Bank Trust Department 0.19% Reduce -17.6% 2,105 $1.3M
Birchcreek Wealth Management, LLC 0.74% Add +9.0% 2,103 $1.3M
FMB Wealth Management 0.62% Reduce -3.6% 2,103 $1.3M
Intergy Private Wealth, LLC 0.45% Reduce -7.3% 2,102 $1.3M
Yarbrough Capital, LLC 0.05% No change 2,098 $1.3M
Wills Financial Group LLC 0.56% Add +190.8% 2,094 $1.3M
Avalon Trust Co 0.09% Add +20.0% 2,085 $1.3M
Councilor Wealth, LLC 0.60% Add +0.2% 2,083 $1.3M
Vista Finance, LLC 1.12% Reduce -24.5% 2,083 $1.3M
Focused Wealth Management, Inc 0.16% Add +0.2% 2,083 $1.3M
Independent Investors Inc. 0.28% Reduce -0.9% 2,076 $1.3M
Midwest Heritage Bank, FSB 0.48% Reduce -8.8% 2,076 $1.3M
LongView Wealth Management 0.39% Add +19.9% 2,076 $1.3M
Brookmont Capital Management 0.74% Add +0.4% 2,070 $1.3M
Altfest L J & Co. Inc. 0.15% Reduce -82.1% 2,065 $1.3M
Comprehensive Financial Consultants Institutional, Inc. 0.42% Reduce -1.2% 2,065 $1.3M
Lantern Wealth Advisors, LLC 0.76% — 2,062 $1.3M
Potomac Fund Management Inc. 0.07% Reduce -4.9% 2,041 $1.3M
PBMares Wealth Management LLC 0.23% Reduce -17.9% 2,057 $1.3M
LifeWealth Investments, LLC 0.46% Add +11.2% 2,057 $1.3M
Leigh Baldwin & Co., LLC 0.83% Add +3.6% 2,039 $1.3M
Accretive Wealth Partners, LLC 0.41% No change 2,031 $1.3M
Sightline Wealth Advisors, LLC 0.61% Add +0.3% 2,019 $1.3M
Prepared Retirement Institute LLC 0.74% Reduce -9.9% 2,017 $1.3M
Vista Investment Management 0.46% Reduce -0.4% 2,008 $1.2M
Oliver Lagore Vanvalin Investment Group 0.49% — 2,219 $1.2M
Elite Financial, Inc. 0.61% Add +55.5% 1,961 $1.2M
MADDEN SECURITIES Corp 0.42% No change 2,000 $1.2M
FWL Investment Management, LLC 0.38% Reduce -12.8% 1,998 $1.2M
Mosaic Family Wealth Partners, LLC 0.16% Reduce -25.7% 1,995 $1.2M
Joule Financial, LLC 0.40% No change 1,988 $1.2M
Prosperity Wealth Management, Inc. 0.46% Reduce -0.1% 1,983 $1.2M
Leonard Rickey Investment Advisors P.L.L.C. 0.25% Add +1.3% 1,978 $1.2M
Long Run Wealth Advisors, LLC 0.26% Add +1.9% 1,972 $1.2M
A&I Financial Services, LLC 0.69% Add +1.6% 1,971 $1.2M
Klingenstein Fields & Co. LP 0.05% Reduce -19.9% 1,967 $1.2M
GEN Financial Management, INC. 1.00% Reduce -18.7% 1,967 $1.2M
Colonial River Investments, LLC 0.53% Reduce -40.6% 1,942 $1.2M
Ardent Capital Management, Inc. 0.59% No change 1,966 $1.2M
SMART Wealth LLC 0.38% Add +21.9% 1,965 $1.2M
Balanced Wealth Group LLC 0.53% Reduce -3.0% 1,912 $1.2M
Bradyco, Inc. 0.89% No change 2,054 $1.2M
True North Advisors, LLC 0.23% Reduce -24.2% 1,950 $1.2M
Balboa Wealth Partners 0.24% Add +14.7% 1,943 $1.2M
Fort Sheridan Advisors LLC 0.17% No change 1,942 $1.2M
Hardin Capital Partners, LLC 0.71% Reduce -3.1% 1,941 $1.2M
Jim Saulnier & Associates, LLC 0.82% Add +1.5% 1,935 $1.2M
Skyline Advisors, Inc. 0.44% Reduce -16.7% 1,931 $1.2M
Members Trust Co 0.04% Add +1.2% 1,924 $1.2M
Guardian Financial Partners, LLC 0.54% Add +0.3% 1,919 $1.2M
Sensible Money, LLC 0.45% Add +0.2% 1,916 $1.2M
Ballast, Inc. 0.31% Add +0.8% 1,916 $1.2M
Drake & Associates, LLC 0.29% Reduce -10.9% 1,911 $1.2M
Creegan & Nassoura Financial Group, LLC 0.77% No change 1,904 $1.2M
Affinity Wealth Management LLC 0.19% Reduce -0.7% 1,904 $1.2M
Summitry LLC 0.05% Add +28.2% 1,902 $1.2M
Princeton Global Asset Management LLC 0.21% Add +0.1% 1,897 $1.2M
Bill Few Associates, Inc. 0.33% Add +3.6% 1,893 $1.2M
FSB Premier Wealth Management, Inc. 0.42% Add +14.3% 1,885 $1.2M
Morangie Management LLC 1.01% New 1,882 $1.2M
Garde Capital, Inc. 0.06% No change 1,877 $1.2M
Princeton Capital Management LLC 0.35% Add +1.4% 1,874 $1.2M
Herold Advisors, Inc. 0.24% Add +7.5% 1,869 $1.2M
Chicago Wealth Management, Inc. 0.55% No change 1,868 $1.2M
Barlow Wealth Partners, LLC 0.14% Add +14.6% 1,860 $1.2M
Roberts Wealth Advisors, LLC 0.33% Reduce -0.8% 1,865 $1.2M
Bond & Devick Financial Network, Inc. 0.38% Reduce -4.2% 1,863 $1.2M
Cortland Associates Inc. 0.13% No change 1,860 $1.2M
Silicon Valley Capital Partners 0.12% Add +0.3% 1,859 $1.2M
Smart Money Group LLC 0.36% Reduce -13.1% 1,858 $1.2M
Penney Financial, LLC 0.59% No change 1,854 $1.2M
TrinityBridge Ltd 0.03% Add +3.3% 1,853 $1.1M
Financial Network Wealth Advisors LLC 1.40% Reduce -25.4% 1,852 $1.1M
Cannell & Spears LLC 0.02% No change 1,850 $1.1M
Capital Squared Financial LLC 1.34% — 1,850 $1.1M
Register Financial Advisors LLC 0.50% Add +0.3% 1,849 $1.1M
Aventus Investment Advisors, Inc. 1.03% — 1,848 $1.1M
Hamilton Capital, LLC 0.06% Add +0.1% 1,847 $1.1M
Crux Wealth Advisors 0.49% Reduce -17.6% 1,843 $1.1M
Rollins Financial Advisors, LLC 0.18% No change 1,841 $1.1M
River Street Advisors LLC 0.49% Add +27.1% 1,830 $1.1M
Sequent Asset Management, LLC 0.91% Reduce -0.5% 1,827 $1.1M
Legacy Investment Solutions, LLC 0.60% — 1,825 $1.1M
Legacy Wealth Managment, LLC 0.60% Add +11.5% 1,825 $1.1M
IronBridge Private Wealth, LLC 0.39% No change 1,825 $1.1M
Smart Portfolios, LLC 1.14% Add +63.5% 1,815 $1.1M
Correct Capital Wealth Management 0.22% Reduce -3.4% 1,815 $1.1M
Nvest Financial, LLC 0.58% Reduce -7.6% 1,806 $1.1M
Woodside Wealth Management LLC 0.96% Add +3.1% 1,805 $1.1M
Advocacy Wealth Management, LLC 0.07% Reduce -3.2% 1,802 $1.1M
Moment Partners, LLC 0.21% Reduce -1.5% 1,801 $1.1M
Insight Wealth Strategies, LLC 0.14% Add +4.2% 1,798 $1.1M
Redwood Financial Network Corp 0.75% Add +17.7% 1,789 $1.1M
Sage Capital Management, LLC 0.53% Add +0.1% 1,789 $1.1M
Planning Center, Inc. 0.12% Reduce -4.0% 1,787 $1.1M
DRW Securities, LLC 0.08% Reduce -41.3% 1,786 $1.1M
SwitchPoint Financial Planning, LLC 0.91% Add +197.5% 1,785 $1.1M
Agate Pass Investment Management, LLC 0.46% Reduce -5.0% 1,785 $1.1M
Evelyn Partners Investment Management LLP 0.03% Add +34.8% 1,783 $1.1M
Citizens Business Bank 0.21% No change 1,776 $1.1M
Guidance Capital, Inc. 0.31% Reduce -8.3% 1,764 $1.1M
J.Safra Asset Management Corp 0.08% New 1,771 $1.1M
Rather & Kittrell, Inc. 0.22% Add +0.6% 1,769 $1.1M
Atwood & Palmer Inc. 0.07% No change 1,760 $1.1M
Principle Wealth Partners LLC 0.07% Add +17.4% 1,757 $1.1M
Retirement Planning Group, LLC / NY 0.96% Add +9.1% 1,751 $1.1M
Rothschild Investment LLC 0.07% Reduce -3.5% 1,750 $1.1M
TPG Financial Advisors, LLC 0.43% Reduce -6.0% 1,749 $1.1M
Lavaca Capital LLC 0.44% Reduce -2.4% 1,746 $1.1M
McLean Asset Management Corp 0.28% Add +20.7% 1,738 $1.1M
Rock Point Advisors, LLC 0.30% Add +21.4% 1,741 $1.1M
Better Money Decisions, LLC 0.66% Reduce -0.2% 1,741 $1.1M
Transce3nd, LLC 0.46% Reduce -7.7% 1,738 $1.1M
CFO4Life Group, LLC 0.17% No change 1,738 $1.1M
Octavia Wealth Advisors, LLC 0.12% Reduce -50.2% 1,737 $1.1M
Brooklyn FI, LLC 0.28% New 1,736 $1.1M
Clarity Capital Partners LLC 0.38% Reduce -10.9% 1,732 $1.1M
Poinciana Advisors Group, LLC 0.97% Add +323.8% 1,729 $1.1M
Timber Creek Capital Management LLC 0.27% Reduce -0.5% 1,698 $1.1M
Marshall Financial Group, LLC 0.21% Add +0.2% 1,711 $1.1M
West Wealth Group, LLC 0.27% Add +56.0% 1,676 $1.1M
Wingate Wealth Advisors, Inc. 0.95% Add +21.8% 1,711 $1.1M
Aspen Wealth Management LLC 0.26% Add +0.9% 1,698 $1.1M
Revisor Wealth Management LLC 0.38% Add +74.5% 1,675 $1.1M
Keener Financial Planning LLC 0.52% No change 1,688 $1.0M
DSG Capital Advisors, LLC 0.19% Add +16.7% 1,686 $1.0M
Cambria Investment Management, L.P. 0.07% Add +30.1% 1,684 $1.0M
Sompo Asset Management Co., Ltd. 0.18% Reduce -50.5% 1,680 $1.0M
Asset Allocation Strategies LLC 0.23% Reduce -51.5% 1,676 $1.0M
Gerber, LLC 0.73% No change 1,671 $1.0M
Capital International Investors 0.00% Add +34.4% 1,677 $1.0M
Vishria Bird Financial Group, LLC 0.34% No change 1,664 $1.0M
Sandbox Financial Partners, LLC 0.33% Add +0.2% 1,663 $1.0M
Montz Harcus Wealth Management LLC 0.50% Reduce -3.7% 1,656 $1.0M
Northwest Financial Advisors 1.43% Reduce -17.8% 1,654 $1.0M
LMCG Investments, LLC 0.06% New 1,652 $1.0M
McHugh Group, LLC 0.69% No change 1,644 $1.0M
Redmond Asset Management, LLC 0.24% Reduce -5.6% 1,636 $1.0M
Madden Advisory Services, Inc. 0.43% No change 1,633 $1.0M
Farmers National Bank 0.27% No change 1,632 $1.0M
Life Planning Partners, Inc 0.81% Add +0.1% 1,630 $1.0M
Provenance Wealth Advisors, LLC 0.14% No change 1,624 $1.0M
PVG Asset Management Corp. 3.43% Reduce -0.1% 1,621 $1.0M
Sincerus Advisory, LLC 0.94% Add +8.1% 1,565 $1.0M
Northwest Wealth Management, LLC 0.18% Add +0.9% 1,612 $1.0M
Stephens Consulting, LLC 0.24% Reduce -5.7% 1,605 $997K
Marks Group Wealth Management, Inc 0.09% Reduce -3.0% 1,598 $992K
Marble Harbor Investment Counsel, LLC 0.11% No change 1,596 $991K
Black Swift Group, LLC 0.20% Reduce -8.8% 1,596 $991K
Schwarz Dygos Wheeler Investment Advisors LLC 0.23% Add +3.5% 1,592 $989K
Dodds Wealth, LLC 0.27% Reduce -17.0% 1,592 $989K
Planned Solutions, Inc. 0.38% Add +0.4% 1,586 $985K
GLOBALT Investments LLC / GA 0.04% No change 1,584 $984K
DDFG, Inc 0.25% Add +0.1% 1,581 $982K
Sara-Bay Financial 0.35% Reduce -23.9% 1,573 $976K
Littlejohn Financial Services, Inc. 0.75% Add +22.9% 1,572 $976K
Independent Family Office, LLC 0.45% Add +0.3% 1,568 $974K
Portfolio Strategies, Inc. 0.13% No change 1,563 $970K
Tanager Wealth Management LLP 0.11% No change 1,563 $970K
Independent Wealth Network Inc. 0.35% Add +2.8% 1,561 $969K
Pure Portfolios Holdings LLC 0.33% Reduce -10.9% 1,561 $969K
Brooks, Moore & Associates, Inc. 0.52% Reduce -11.6% 1,525 $968K
Capital City Trust Co. 0.25% Reduce -9.8% 1,557 $967K
Ceeto Capital Group, LLC 0.34% No change 1,556 $966K
Ramirez Asset Management, Inc. 0.15% No change 1,555 $965K
RMR Capital Management, LLC 0.69% No change 1,551 $963K
Safeguard Investment Advisory Group, LLC 0.24% Reduce -0.7% 1,550 $962K
Connable Office Inc. 0.10% Add +29.2% 1,546 $960K
Global Assets Advisory, LLC 0.37% Reduce -19.8% 1,541 $956K
Autumn Glory Partners, LLC 0.45% No change 1,540 $956K
ProVise Management Group, LLC 0.08% Add +9.9% 1,539 $956K
Van Cleef Asset Management,Inc 0.10% Reduce -18.6% 1,538 $955K
Flagship Wealth Advisors, LLC 0.36% Add +0.8% 1,538 $955K
Worth Asset Management, LLC 0.47% Add +0.4% 1,531 $951K
Towneley Capital Management, Inc / DE 0.22% Reduce -8.9% 1,530 $950K
William Mack & Associates, Inc. 0.60% Reduce -0.7% 1,527 $948K
Ifrah Financial Services, Inc. 0.26% Reduce -2.9% 1,525 $947K
Karani Asset Management LLC 0.92% Reduce -20.8% 1,524 $946K
Seascape Capital Management 0.30% Reduce -16.7% 1,524 $946K
Valtrion Capital Management, LLC 1.13% Add +0.1% 1,521 $944K
Lake Hills Wealth Management, LLC 0.54% No change 1,520 $944K
Wealth Advisors of Tampa Bay, LLC 0.36% Reduce -7.7% 1,520 $944K
Mitchell McLeod Pugh & Williams Inc. 0.18% Reduce -3.1% 1,517 $942K
Reik & Co., LLC 0.23% No change 1,516 $941K
GKV Capital Management Co., Inc. 0.42% Add +398.0% 1,514 $940K
Fulcrum Equity Management 0.96% New 1,512 $939K
Invera Wealth Advisors, LLC 0.61% Reduce -57.8% 1,512 $939K
Warwick Investment Management, Inc. 0.18% Add +75.2% 1,512 $938K
Charter Capital Management, LLC\DE 0.55% — 1,507 $935K
Pathway Financial Advisors LLC 0.14% No change 1,502 $932K
Portland Financial Advisors Inc 2.23% No change 1,498 $930K
Milestones Private Investment Advisors LLC 0.69% — 1,498 $930K
Kondo Wealth Advisors, Inc. 0.41% Add +23.8% 1,498 $930K
Objectivity Squared, LLC 0.64% Add +0.3% 1,495 $929K
Westbourne Investment Advisors, Inc. 0.28% Add +0.1% 1,494 $928K
Keyvantage Wealth, LLC 0.42% Add +0.2% 1,492 $927K
Wells Financial Advisors INC 1.27% Reduce -21.6% 1,492 $926K
Cullen Investment Group, LTD. 0.13% Add +30.7% 1,489 $925K
Community Financial Services Group, LLC 0.18% Reduce -21.5% 1,487 $923K
Sequent Planning LLC 0.29% Reduce -0.3% 1,486 $923K
Navellier & Associates Inc. 0.11% No change 1,480 $919K
Commons Capital, LLC 0.70% Reduce -4.2% 1,478 $918K
Powers Advisory Group, LLC 0.40% No change 1,478 $917K
InvesTrust 0.35% Reduce -6.6% 1,477 $917K
Capstone Wealth Management Group, LLC 0.88% Reduce -33.6% 1,476 $917K
Tilson Financial Group, Inc. 0.35% Add +38.9% 1,474 $915K
Teamwork Financial Advisors, LLC 0.11% Reduce -3.3% 1,471 $913K
WT Wealth Management 0.27% Reduce -4.2% 1,468 $911K
Shakespeare Wealth Management, LLC 0.24% Add +1.4% 1,466 $910K
Nicollet Investment Management, Inc. 0.30% No change 1,465 $910K
Muirfield Wealth Advisors LLC 0.72% Reduce -6.2% 1,466 $910K
OMNI 360 Wealth, Inc. 0.56% Reduce -5.3% 1,465 $910K
Ascentis Wealth Management, LLC 0.25% Reduce -2.3% 1,462 $909K
Tillman Hartley LLC 0.26% New 1,459 $906K
Staley Capital Advisers Inc. 0.04% Add +2.8% 1,459 $906K
Centerpoint Advisory Group 0.78% Add +6.5% 1,453 $902K
Intellus Advisors LLC 0.13% Add +138.4% 1,452 $902K
DHJJ Financial Advisors, Ltd. 0.33% Reduce -4.2% 1,450 $900K
Amplius Wealth Advisors, LLC 0.08% Add +2.2% 1,449 $900K
Meritas Wealth Management, LLC 0.49% Reduce -2.8% 1,447 $898K
Avion Wealth 0.20% Add +1.0% 1,445 $897K
VSM Wealth Advisory, LLC 0.30% Add +4.0% 1,443 $896K
Rockport Wealth LLC 0.21% New 1,439 $893K
RPS Advisory Solutions LLC 0.49% Add +2.4% 1,437 $892K
Chatham Capital Group, Inc. 0.14% No change 1,434 $890K
Capstone Financial Advisors, Inc. 0.05% Add +12.1% 1,430 $888K
MN Wealth Advisors, LLC 0.52% Reduce -5.6% 1,429 $888K
Parker Financial LLC 0.38% New 1,426 $885K
Culbertson A N & Co. Inc. 0.14% Add +1.1% 1,420 $882K
Partners in Financial Planning 0.16% No change 1,416 $879K
Shearwater Capital LLC 0.55% Reduce -1.2% 1,416 $879K
BCS Wealth Management 0.19% Reduce -0.2% 1,416 $879K
Silver Oak Advisory Group, Inc. 0.42% Add +39.6% 1,410 $875K
Bennett Selby Investments LP 0.31% No change 1,408 $874K
Johnson Bixby & Associates, LLC 0.12% Add +1.1% 1,403 $871K
Newman Dignan & Sheerar, Inc. 0.20% New 1,403 $871K
Financial Futures Ltd Liability Co. 0.47% Reduce -2.5% 1,398 $868K
Bouchey Financial Group, Ltd. 0.07% Reduce -0.1% 1,397 $868K
NBZ Investment Advisors LLC 0.50% No change 1,397 $867K
Lloyd Advisory Services, LLC. 0.42% Add +4.0% 1,394 $865K
Prosperity Financial Group, Inc. 0.37% Add +18.1% 1,392 $865K
Gibson Capital, LLC 0.17% No change 1,391 $864K
Elgethun Capital Management 0.17% Add +285.3% 1,387 $861K
Regency Capital Management Inc.\DE 0.45% No change 1,385 $860K
Capital Management Associates, Inc 0.27% Add +13.7% 1,383 $859K
Fiduciary Financial Group, LLC 0.15% Reduce -0.7% 1,380 $857K
KFG Wealth Management, LLC 0.14% Reduce -61.8% 1,375 $854K
MeadowBrook Investment Advisors LLC 0.77% No change 1,374 $853K
Tenret Co LLC 0.46% No change 1,371 $851K
Ethic Inc. 0.02% Add +42.5% 1,378 $851K
GatePass Capital, LLC 0.57% Reduce -5.2% 1,370 $851K
Hudson Capital Management LLC 0.25% No change 1,369 $850K
Walter & Keenan Wealth Management LLC /in/ 0.25% Add +0.1% 1,369 $850K
Summit Investment Advisory Services, LLC 0.37% Add +0.1% 1,361 $845K
Slow Capital, Inc. 0.10% Reduce -2.4% 1,359 $844K
TruNorth Capital Management, LLC 0.19% Reduce -26.6% 1,349 $838K
Lokken Investment Group LLC 0.32% Add +0.1% 1,349 $837K
Tripletail Wealth Management, LLC 1.19% — 1,305 $836K
RMG Wealth Management LLC 0.13% — 1,319 $832K
Arlington Financial Advisors, LLC 0.14% Reduce -75.5% 1,337 $830K
Tsfg, LLC 0.15% Reduce -2.3% 1,335 $829K
Boreal Capital Management LLC 0.79% — 1,335 $829K
Shepherd Kaplan Krochuk, LLC 0.72% Add +1.4% 1,331 $827K
Wambolt & Associates, LLC 0.28% Add +113.5% 1,328 $825K
D L Carlson Investment Group Inc. 0.15% Add +2.1% 1,326 $823K
Arrow Financial Corp 0.09% Add +9.5% 1,325 $823K
Indie Asset Partners, LLC 1.49% Add +3.8% 1,323 $821K
USAdvisors Wealth Management, LLC 0.31% Reduce -8.4% 1,322 $821K
Shilanski & Associates, Inc. 0.23% Reduce -2.0% 1,322 $821K
ARS Wealth Advisors Group, LLC 0.09% Reduce -0.7% 1,321 $820K
Prairie Wealth Advisors, Inc. 0.35% Reduce -9.8% 1,320 $819K
Navalign, LLC 0.22% Reduce -2.0% 1,312 $815K
Horizons Wealth Management 0.59% No change 1,312 $815K
LMG Wealth Partners, LLC 0.17% New 1,309 $813K
Bensler, LLC 0.09% Reduce -0.3% 1,306 $811K
Investment Research & Advisory Group, Inc. 0.30% Add +0.3% 1,305 $810K
Investor's Fiduciary Advisor Network, LLC 0.30% Reduce -8.1% 1,305 $810K
Congress Asset Management Co. 0.01% Reduce -71.5% 1,301 $808K
Liberty Square Wealth Partners LLC 0.28% Reduce -22.3% 1,293 $803K
Twelve Points Wealth Management LLC 0.22% Add +0.4% 1,292 $802K
Harrell Investment Partners, LLC 0.20% Reduce -7.9% 1,288 $800K
Compton Wealth Advisory Group, LLC 0.20% No change 1,287 $799K
Conservest Capital Advisors, Inc. 0.08% Add +0.2% 1,281 $795K
RDA Financial Network 0.21% Reduce -3.0% 1,274 $791K
Collaborative Wealth Managment Inc. 0.34% Add +5.7% 1,269 $788K
First National Bank of Mount Dora, Trust Investment Services 0.18% No change 1,269 $788K
Gill Capital Partners, LLC 0.25% Add +4.3% 1,269 $788K
Tucker Asset Management LLC 0.25% Add +71.0% 1,267 $787K
Strategic Family Wealth Counselors, L.L.C. 0.22% Add +66.9% 1,267 $787K
Capital Investment Services of America, Inc. 0.07% Reduce -9.0% 1,264 $785K
SpringVest Wealth Management LLC 0.63% Reduce -0.4% 1,263 $784K
Convergence Financial, LLC 0.13% Add +2.9% 1,262 $784K
Great Waters Wealth Management 0.10% Add +0.1% 1,256 $780K
Tenon Financial LLC 0.34% Add +0.6% 1,252 $777K
Woodard & Co. Asset Management Group Inc. 0.14% Reduce -2.0% 1,251 $777K
Renasant Bank 0.52% Reduce -4.8% 1,250 $776K
Garrett Wealth Advisory Group, LLC 0.16% Reduce -37.7% 1,247 $774K
Team Hewins, LLC 0.28% Reduce -50.5% 1,244 $772K
N.E.W. Advisory Services LLC 0.07% Reduce -15.1% 1,243 $772K
Ignite Planners, LLC 0.13% Reduce -3.5% 1,221 $770K
Addison Advisors LLC 0.19% Reduce -1.0% 1,239 $769K
Kelly Financial Group LLC 0.22% Reduce -29.7% 1,237 $768K
RAM Investment Partners, LLC 0.16% No change 1,234 $766K
Aspiring Ventures, LLC 0.36% No change 1,234 $766K
Foster & Motley Inc. 0.04% Reduce -3.0% 1,231 $765K
Avant Financial Advisors LLC 0.63% No change 1,222 $759K
Plimoth Trust Co. LLC 0.18% Add +18.9% 1,219 $757K
Martin & Co. Inc. 0.14% No change 1,217 $756K
Charis Legacy Partners, LLC 1.24% No change 1,215 $754K
O'Brien Wealth Partners LLC 0.12% No change 1,215 $754K
David Kennon Inc 0.28% Reduce -1.9% 1,212 $752K
Wimmer Associates 1, LLC 0.38% No change 1,211 $752K
Tandem Capital Management Corp. 0.38% No change 1,211 $752K
Team Financial Group, LLC 0.37% Add +42.0% 1,207 $750K
Main Street Research LLC 0.05% Reduce -4.6% 1,202 $746K
Chemistry Wealth Management LLC 0.16% Reduce -0.5% 1,201 $746K
Fenimore Asset Management Inc 0.01% No change 1,200 $745K
Renaissance Technologies 0.00% New 1,200 $745K
Legal & General Group Plc 0.00% Reduce -89.2% 1,200 $745K
Clearview Wealth Advisors LLC 0.52% Reduce -12.6% 1,198 $744K
Bonfire Financial 0.61% Add +20.3% 1,197 $743K
Veracity Capital LLC 0.26% Reduce -26.3% 1,194 $741K
Cove Private Wealth, LLC 0.26% Add +95.7% 1,192 $740K
Pacific Point Advisors, LLC 0.40% Add +2.2% 1,188 $738K
180 Wealth Advisors, LLC 0.10% Reduce -25.8% 1,182 $734K
Gutierrez Wealth Advisory, LLC 0.49% Reduce -4.0% 1,178 $731K
Legacy Solutions, LLC 0.70% Reduce -1.5% 1,177 $731K
Apriem Advisors 0.08% Add +8.1% 1,171 $728K
Jackson Thornton Wealth Management, LLC 0.08% Add +140.6% 1,167 $727K
FWG Investments, LLC. 0.55% New 1,170 $726K
Arrowroot Family Office, LLC 0.33% — 1,169 $726K
Stiles Financial Services Inc 0.25% Add +0.1% 1,169 $726K
Axecap Investments, LLC 0.47% Add +11.8% 1,168 $725K
LJI Wealth Management, LLC 0.13% Add +0.3% 1,168 $725K
Front Row Advisors LLC 0.25% No change 1,166 $724K
Blankinship & Foster, LLC 0.17% Reduce -2.4% 1,165 $723K
Sharp Wealth Advisory, LLC 0.47% Reduce -22.4% 1,162 $721K
Zuckerman Investment Group, LLC 0.07% Add +2.9% 1,162 $721K
CFM Wealth Partners LLC 0.11% Reduce -2.9% 1,161 $721K
Dash Acquisitions Inc. 0.15% No change 1,131 $721K
Colorado Capital Management, Inc. 0.31% Reduce -1.4% 1,159 $720K
HRC Wealth Management, LLC 0.38% Add +0.3% 1,158 $719K
True Wealth Design, LLC 0.25% Add +4.5% 1,155 $717K
AmeriServ Wealth Advisors 0.35% Reduce -0.8% 1,154 $717K
Mason Investment Advisory Services, Inc. 0.04% Add +0.3% 1,153 $716K
Argentarii, LLC 0.33% Add +0.1% 1,152 $715K
Somerset Trust Co 0.23% No change 1,149 $713K
Strategic Financial Planning, Inc. 0.44% No change 1,149 $713K
Activest Wealth Management 0.17% Add +0.3% 1,147 $712K
M. Kulyk & Associates, LLC 0.15% Reduce -5.7% 1,146 $712K
one8zero8, LLC 0.17% Add +0.2% 1,144 $710K
Manske Wealth Management 0.23% Add +0.5% 1,141 $708K
Triton Financial Group Inc 0.51% — 1,140 $708K
Radnor Capital Management, LLC 0.11% No change 1,139 $707K
Fourpath Capital Management, LLC 0.11% Add +4.4% 1,137 $706K
Integral Investment Advisors, Inc. 0.20% Add +13.5% 1,136 $706K
VCI Wealth Management LLC 0.25% Add +20.6% 1,135 $705K
Strategic Investment Advisors / MI 0.07% Add +10.1% 1,135 $705K
Triton Wealth Management, PLLC 0.30% — 1,105 $705K
Pinney & Scofield, Inc. 0.48% No change 1,134 $704K
Peak Retirement Planning, Inc. 0.28% Add +37.6% 1,134 $704K
McDonald Partners LLC 0.17% No change 1,133 $704K
Manuka Financial, LLC 0.38% No change 1,132 $703K
Great Lakes Retirement, Inc. 0.08% Reduce -5.5% 1,131 $702K
Sollinda Capital Management LLC 0.18% Add +28.9% 1,128 $700K
Argent Capital Management LLC 0.02% No change 1,124 $698K
Greystone Financial Group, LLC 0.11% New 1,121 $696K
Slagle Financial, LLC 0.28% Reduce -5.3% 1,120 $695K
Glenorchy Capital Ltd 0.51% No change 1,118 $694K
Heritage Wealth Management, Inc./Texas 0.34% Add +96.3% 1,115 $692K
Field & Main Bank 0.23% Reduce -8.2% 1,115 $692K
Wells Trecaso Financial Group, LLC 0.21% No change 1,113 $691K
Hemenway Trust Co LLC 0.05% Reduce -24.6% 1,113 $691K
GGM Financial LLC 0.40% Add +0.2% 1,110 $689K
Opal Wealth Advisors, LLC 0.19% Add +32.8% 1,109 $689K
Main Street Group, LTD 0.25% Reduce -6.1% 1,109 $689K
Pasadena Private Wealth, LLC 0.12% Reduce -31.5% 1,109 $688K
Concord Asset Management, LLC 0.10% New 1,109 $688K
Concord Wealth Partners 0.10% Add +2.1% 1,109 $688K
Cary Street Partners Investment Advisory LLC 0.33% Reduce -49.2% 1,107 $687K
Future Financial Wealth Managment LLC 0.47% Add +0.5% 1,107 $687K
L. Roy Papp & Associates, LLP 0.08% Add +18.8% 1,106 $687K
TPG Advisors LLC 0.50% Add +2.2% 1,106 $687K
M.E. Allison & Co., Inc. 0.55% Add +0.1% 1,099 $682K
Wealth Watch Advisors, INC 0.39% Add +1.5% 1,098 $682K
Seneca House Advisors 0.29% Add +2.3% 1,097 $681K
Next Level Private LLC 0.22% Add +1.6% 1,089 $676K
Wealthfront Advisers LLC 0.00% Add +19.6% 1,085 $674K
D.B. Root & Company, LLC 0.20% Reduce -9.5% 1,083 $673K
Proactive Wealth Strategies LLC 0.32% Reduce -1.7% 1,082 $672K
West Oak Capital, LLC 0.34% No change 1,081 $671K
Hanson & Doremus Investment Management 0.09% No change 1,081 $671K
SYM FINANCIAL Corp 0.08% New 1,080 $671K
United Bank 0.26% No change 1,079 $670K
Cypress Point Wealth Management, LLC 0.16% Add +55.3% 1,078 $669K
Innova Wealth Partners 0.39% Reduce -2.6% 1,077 $669K
Midwest Capital Advisors, LLC 0.35% Reduce -6.0% 1,075 $667K
One Wealth Map LLC 0.37% Add +167.5% 1,054 $666K
Cardinal Point Capital Management ULC 0.05% Reduce -6.6% 1,070 $664K
State of Alaska, Department of Revenue 0.01% Reduce -67.7% 1,069 $663K
Hamilton Point Investment Advisors, LLC 0.11% No change 1,067 $663K
Hofer & Associates. Inc 0.41% Reduce -0.2% 1,065 $661K
Townsend Asset Management Corp. /NC/ 0.24% Add +0.1% 1,065 $661K
High Probability Advisors, LLC 0.10% New 1,064 $661K
Beutel, Goodman & Co Ltd. 0.00% New 1,064 $660K
Kathmere Capital Management, LLC 0.05% Add +52.4% 1,061 $659K
West Michigan Advisors, LLC 0.19% Add +1.4% 1,061 $659K
FourThought Financial Partners, LLC 0.07% No change 1,061 $659K
GK Wealth Management LLC 0.65% Reduce -10.6% 1,058 $657K
Ables, Iannone, Moore & Associates, Inc. 0.41% Add +193.6% 1,057 $656K
HMS Capital Management, LLC 0.30% Reduce -0.8% 1,056 $656K
Hunter Associates Investment Management LLC 0.10% No change 1,054 $655K
Wealthstar Advisors, LLC 0.25% No change 1,049 $652K
American Investment Services, Inc. 0.17% Reduce -24.9% 1,045 $649K
Regatta Capital Group, LLC 0.11% Add +2.3% 1,043 $648K
Seven Mile Advisory 0.39% No change 1,041 $646K
Verity & Verity, LLC 0.06% Reduce -27.2% 1,040 $646K
Blue Capital, Inc. 0.46% — 1,039 $645K
Iron Horse Wealth Management, LLC 0.19% Add +3.4% 1,035 $643K
Wealthspan Partners, LLC 0.27% Reduce -1.1% 1,033 $641K
Retirement Guys Formula LLC 0.24% Reduce -5.8% 1,122 $639K
Delta Asset Management LLC 0.06% No change 1,029 $639K
Penobscot Investment Management Company, Inc. 0.05% No change 1,028 $638K
Resolute Wealth Strategies, LLC 0.34% Reduce -0.9% 1,023 $635K
City State Bank 0.20% Add +2.5% 1,022 $635K
BTG Pactual Asset Management US LLC 0.09% Add +25.6% 1,022 $635K
Compass Wealth Management LLC 0.15% Reduce -0.2% 1,020 $633K
Passive Capital Management, LLC. 0.20% No change 1,020 $633K
Marco Investment Management LLC 0.05% Reduce -1.6% 1,019 $633K
Milestone Asset Management, LLC 0.13% Add +0.2% 1,017 $632K
Everstar Asset Management, LLC 0.39% New 1,017 $631K
Austin Wealth Management, LLC 0.11% Add +1.1% 993 $631K
LongView Asset Management LLC 0.47% Reduce -4.7% 1,009 $626K
Hills Bank & Trust Co 0.04% Reduce -10.1% 1,008 $626K
Stonebrook Private Inc. 0.15% Add +0.1% 1,004 $624K
Seaside Wealth Management, Inc. 0.20% Reduce -33.4% 1,003 $623K
Gleason Group, Inc. 0.07% Add +0.3% 1,003 $623K
Wealthstream Advisors, Inc. 0.10% Add +5.2% 997 $619K
United Bank 0.07% No change 996 $618K
Tactive Advisors, LLC 0.20% — 996 $618K
Ipsen Advisor Group LLC 0.47% Add +0.3% 996 $618K
Private Management Group Inc. 0.02% Reduce -2.0% 995 $618K
Bowman & Co S.C. 0.28% Add +59.6% 993 $617K
Triangle Securities Wealth Management 0.15% Add +101.6% 992 $616K
Frazier Financial Advisors, LLC 0.43% Reduce -2.8% 991 $615K
Key Client Fiduciary Advisors, LLC 0.25% Reduce -1.5% 988 $613K
Thompson Siegel & Walmsley LLC 0.01% Add +4.4% 987 $613K
Monument Group Wealth Advisors, LLC 0.39% Add +0.2% 987 $613K
Valued Wealth Advisors LLC 0.32% Reduce -10.9% 986 $612K
Rothschild Capital Partners, LLC 0.16% Add +4.2% 986 $612K
Cypress Capital, LLC 0.18% No change 985 $612K
TrueWealth Advisors, LLC 0.18% Reduce -31.1% 983 $610K
Investment Planning Advisors, Inc. 0.22% Add +14.1% 980 $609K
First Nebraska Trust Co 0.06% No change 973 $604K
Paladin Wealth, LLC 0.47% Add +38.3% 972 $604K
Stonekeep Investments, LLC 0.40% Reduce -5.2% 967 $600K
Up Strategic Wealth Investment Advisors LLC 0.47% Add +2.5% 965 $599K
Anchor Capital Advisors LLC 0.02% Reduce -4.5% 962 $597K
BIP Alliance, LLC 0.23% No change 961 $597K
Prosperity Planning, Inc. 0.24% Reduce -34.8% 958 $595K
AssuredPartners Investment Advisors, LLC 0.14% Reduce -43.3% 955 $593K
Union Savings Bank 0.27% Add +6.9% 931 $591K
Union Bancaire Privee, UBP SA 0.01% Reduce -32.2% 1,197 $590K
Azimuth Capital Investment Management LLC 0.02% Reduce -1.9% 948 $589K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Reduce -0.9% 947 $588K
Cambridge Advisors Inc. 0.12% Reduce -2.7% 947 $588K
Smith & Howard Wealth Management, LLC 0.15% No change 944 $586K
Aries Wealth Management 0.15% No change 943 $586K
Grey Fox Wealth Advisors, LLC 0.14% Reduce -2.5% 942 $585K
Mascagni Wealth Management, Inc. 0.50% No change 938 $582K
Prospect Financial Services LLC 0.36% New 938 $582K
BCO Wealth Management LLC 0.41% No change 935 $581K
Matauro, LLC 0.11% Reduce -5.8% 934 $580K
AdviceOne Advisory Services, LLC 0.43% No change 934 $580K
Brio Consultants, LLC 0.08% Add +3.9% 933 $579K
Piedmont Capital Management, LLC 0.33% Add +2.5% 931 $578K
Level Financial Advisors 0.18% No change 930 $578K
Silverlake Wealth Management LLC 0.17% Add +57.9% 930 $578K
Reyes Financial Architecture, Inc. 0.50% Reduce -34.6% 930 $577K
Security National Bank of So Dak 0.31% Reduce -55.2% 930 $577K
RVW Wealth, LLC 0.05% No change 930 $577K
Tidemark, LLC 0.19% Reduce -7.9% 927 $575K
Crossmark Global Holdings, Inc. 0.01% No change 925 $574K
TruWealth Advisors, LLC 0.03% Reduce -0.1% 925 $574K
Beacon Financial Strategies CORP 0.36% No change 925 $574K
Mirador Capital Partners LP 0.09% Reduce -5.6% 924 $574K
Mowery & Schoenfeld Wealth Management, LLC 0.93% Reduce -28.8% 922 $572K
Richardson Capital Management LLC 0.30% Reduce -0.1% 918 $570K
Monte Financial Group, LLC 0.22% Add +5.9% 918 $570K
Nestegg Advisors, Inc. 0.55% Reduce -15.1% 917 $570K
Elm3 Financial Group, LLC 0.47% Reduce -18.1% 917 $569K
Willner & Heller, LLC 0.48% Add +2.9% 917 $569K
Howard Capital Management Group, LLC 0.04% Add +7.8% 915 $568K
Hurley Capital, LLC 0.40% Add +54.3% 915 $568K
Matrix Private Capital Group LLC 0.33% Reduce -8.9% 914 $568K
Heritage Wealth Management, Inc. 0.18% Add +4.6% 913 $567K
Eclectic Associates Inc. 0.12% No change 913 $567K
Mark Sheptoff Financial Planning, LLC 0.30% Reduce -0.6% 912 $566K
Quattro Financial Advisors LLC 0.20% Add +115.1% 910 $565K
Jacksonville Wealth Management, LLC 0.45% No change 908 $564K
KKM Financial LLC 0.20% No change 908 $564K
Arkos Global Advisors 0.08% Reduce -1.5% 906 $563K
Castle Rock Wealth Management, LLC 0.13% No change 887 $562K
LVM Capital Management Ltd. 0.06% No change 903 $561K
Noesis Capital Mangement Corp. 0.10% Add +18.2% 903 $561K
Joel Adams & Associates, Inc. 0.50% Reduce -8.1% 902 $560K
Cravens & Co Advisors, LLC 0.42% No change 900 $559K
Mine & Arao Wealth Creation & Management, LLC. 0.25% Reduce -2.9% 900 $559K
Bell Bank 0.03% Reduce -4.1% 894 $555K
Exchange Bank 0.44% Add +6.8% 892 $554K
Hall Laurie J Trustee 0.18% No change 892 $554K
Lodestone Wealth Management LLC 0.27% Add +0.2% 889 $552K
Vestia Personal Wealth Advisors 0.38% Reduce -1.8% 888 $552K
Kickstand Ventures, Llc. 0.13% Reduce -0.1% 888 $551K
Hazlett, Burt & Watson, Inc. 0.23% Reduce -15.9% 886 $550K
Peachtree Investment Partners, LLC 0.21% Reduce -49.0% 883 $548K
Global Wealth Strategies & Associates 0.16% Reduce -8.8% 882 $547K
Crews Bank & Trust 0.09% Reduce -2.5% 880 $546K
Avity Investment Management Inc. 0.04% Add +0.5% 879 $546K
Peregrine Asset Advisers, Inc. 0.17% Reduce -10.2% 878 $545K
Tocqueville Asset Management L.P. 0.01% Reduce -49.7% 877 $545K
Jackson Square Capital, LLC 0.12% Reduce -29.8% 875 $543K
Premier Financial Group 0.15% — 841 $542K
KM Capital Management Ltd. 0.27% Reduce -23.9% 871 $541K
Victory Financial Group, LLC 0.09% Reduce -16.8% 870 $540K
Revere Asset Management, Inc 0.26% Reduce -61.3% 869 $540K
Greenfield Savings Bank 0.24% Add +2.0% 869 $540K
Denver Wealth Management, Inc. 0.22% Add +52.6% 867 $538K
Vawter Financial, Ltd. 6.07% Reduce -90.6% 866 $538K
RW Investment Management LLC 0.06% Reduce -3.9% 865 $537K
Andrew Hill Investment Advisors, Inc. 0.43% Reduce -12.9% 864 $537K
Channel Wealth LLC 0.15% Add +52.5% 863 $536K
SJS Investment Consulting Inc. 0.08% Reduce -61.3% 861 $535K
Whitener Capital Management, Inc. 0.14% Reduce -0.5% 860 $534K
Alpha Zero LLC 0.35% No change 860 $534K
Cornerstone National Bank & Trust Co 0.23% Reduce -49.3% 857 $532K
WealthTrust Asset Management, LLC 0.40% Add +6.6% 857 $532K
Holderness Investments Co. 0.11% No change 854 $530K
L.M. Kohn & Company 0.14% Reduce -45.7% 854 $530K
Westside Investment Management, Inc. 0.10% No change 849 $528K
Am Investment Strategies LLC 0.12% Add +0.1% 847 $525K
Reynders McVeigh Capital Management, LLC 0.03% Add +23.4% 844 $524K
Fayez Sarofim & Co 0.00% Reduce -44.5% 841 $522K
Inscription Capital, LLC 0.07% Reduce -27.7% 838 $520K
Eagle Global Advisors LLC 0.02% Reduce -1.9% 836 $519K
First City Capital Management, Inc. 0.30% No change 835 $518K
WealthCare Investment Partners, LLC 0.19% Reduce -0.8% 823 $517K
Buttonwood Financial Advisors Inc. 0.21% Reduce -0.6% 832 $516K
Grove Street Fiduciary, LLC 0.25% No change 831 $516K
Annandale Capital, LLC 0.10% No change 829 $515K
Retirement Capital Strategies 0.20% Reduce -5.3% 827 $513K
Peoples Financial Services Corp. 0.25% Reduce -75.1% 826 $513K
Fairview Capital Investment Management, LLC 0.03% No change 824 $512K
W1M Investment Management Ltd 0.01% Add +27.1% 820 $509K
Canandaigua National Trust Co of Florida 0.36% No change 818 $508K
Sentinel Wealth Management, Inc. 0.48% — 815 $506K
Meeder Advisory Services, Inc. 0.03% Reduce -20.4% 815 $506K
Parkwoods Wealth Partners, LLC 0.29% No change 813 $505K
Meridian Investment Counsel Inc. 0.14% No change 810 $503K
Covenant Partners, LLC 0.15% Reduce -7.7% 808 $502K
Longview Financial Advisors, Inc. 0.42% Reduce -1.7% 802 $498K
Sage Private Wealth Group, LLC 0.32% Add +0.1% 802 $498K
Taylor Financial Group, Inc. 0.31% Reduce -2.8% 797 $495K
Beckerman Institutional, LLC 0.33% No change 796 $494K
Pointe Capital Management LLC 0.26% Reduce -10.6% 794 $493K
Three Magnolias Financial Advisors, LLC 0.34% Reduce -4.5% 791 $491K
Trevian Wealth Management LLC 0.30% Add +7.6% 791 $491K
O'ROURKE & COMPANY, Inc 0.23% Reduce -0.8% 789 $490K
Westshore Wealth, LLC 0.19% No change 789 $490K
Petra Financial Advisors Inc. 0.31% Add +2.2% 788 $489K
Challenger Wealth Management 0.34% Reduce -10.1% 787 $489K
Fagan Associates, Inc. 0.08% No change 786 $488K
Vectors Research Management, LLC 0.17% Reduce -2.0% 785 $487K
von Borstel & Associates, Inc. 0.13% No change 765 $485K
Quantum Financial Advisors, LLC 0.07% No change 779 $484K
J. L. Bainbridge & Co., Inc. 0.04% No change 778 $483K
Grange Capital, LLC 0.50% Reduce -16.4% 777 $482K
Ellsworth Advisors, LLC 0.12% Add +6.3% 777 $482K
DiNuzzo Private Wealth, Inc. 0.06% Reduce -0.6% 776 $482K
Priebe Wealth Holdings LLC 0.42% No change 776 $482K
Orange Investment Advisors, Inc. 0.05% No change 775 $481K
Syntegra Private Wealth Group, LLC 0.05% No change 775 $481K
Kaizen Financial Strategies 0.24% No change 773 $480K
LVW Advisors, LLC 0.05% Reduce -0.5% 773 $480K
First Pacific Financial 0.07% Add +23.5% 773 $480K
Core Wealth Partners LLC 0.24% Add +0.1% 770 $478K
Marietta Investment Partners LLC 0.10% No change 767 $476K
Columbia Asset Management 0.09% No change 766 $476K
Baxter Bros Inc. 0.06% No change 766 $476K
Compass Planning Associates Inc 0.44% Add +0.1% 765 $475K
Riverview Trust Co 0.59% Reduce -2.5% 765 $475K
RMR Wealth Builders 0.04% Add +0.3% 763 $474K
Holcombe Financial, Inc. 0.36% No change 760 $472K
Burns J W & Co. Inc. 0.06% Reduce -5.6% 760 $472K
OneAscent Family Office, LLC 0.45% New 758 $471K
Obsidian Personal Planning Solutions LLC 0.19% No change 758 $471K
Finley Financial, LLC 0.24% No change 755 $469K
Nicholson Meyer Capital Management, Inc. 0.40% Reduce -2.3% 754 $468K
Axis Wealth Partners, LLC 0.31% Reduce -8.3% 753 $468K
NORTHSTAR ASSET MANAGEMENT Co 0.11% No change 750 $466K
OLIO Financial Planning 0.15% Add +0.1% 750 $465K
Private Wealth Group, LLC 0.25% No change 749 $465K
Equita Financial Network, Inc. 0.18% Reduce -94.5% 748 $464K
Retireful, LLC 0.32% New 745 $463K
Integrity Financial Corp 0.24% No change 745 $463K
Financial Security Advisor, Inc. 0.11% Add +0.3% 744 $462K
Moody LYNN Lieberson & Walker, LLC 0.03% No change 741 $460K
Clarity Wealth Development LLC 0.46% No change 740 $459K
Chris Bulman Inc 0.26% Reduce -18.9% 737 $458K
Guided Capital Wealth Management, LLC 0.35% No change 736 $457K
Sanders Morris Harris LLC 0.11% Reduce -83.7% 735 $456K
Mountain Capital Investment Advisors Inc. 0.09% Reduce -15.9% 734 $456K
Hillman Capital Management, Inc. 0.25% No change 732 $454K
NewSquare Capital LLC 0.03% Add +8.5% 731 $454K
Quest Investment Management LLC 0.05% Reduce -3.3% 731 $454K
Capital Market Strategies LLC 0.32% Reduce -1.2% 731 $454K
Clarity Financial LLC 0.05% Reduce -0.1% 730 $453K
Adell Harriman & Carpenter Inc. 0.03% No change 730 $453K
Astoria Portfolio Advisors LLC. 0.13% Add +3.8% 711 $453K
Core Alternative Capital 0.12% Reduce -3.1% 724 $450K
Financial Strategies Group, Inc. 0.09% Reduce -20.1% 717 $449K
Hilltop Partners LLC 0.14% Add +28.8% 721 $448K
St. Louis Trust Co 0.06% No change 720 $447K
Lewis Asset Management, LLC 0.21% New 720 $447K
Rainier Family Wealth Inc. 0.45% Add +74.1% 719 $447K
Cornerstone Planning Group LLC 0.09% Reduce -38.2% 706 $446K
Coston, McIsaac & Partners 0.12% No change 717 $445K
Western Pacific Wealth Management, LP 0.43% Add +5400.0% 715 $444K
O'Brien Greene & Co. Inc 0.14% No change 713 $443K
Cordgrass Capital Advisors, LLC 0.12% No change 712 $442K
WorthPointe, LLC 0.18% No change 707 $439K
Strategent Financial, LLC 0.34% No change 706 $438K
Fogel Capital Management, Inc. 0.23% Add +1.1% 705 $438K
Sterling Group Wealth Management, LLC 0.24% Reduce -4.0% 705 $438K
Evelyn Partners Asset Management Ltd 0.11% No change 701 $435K
Blue Fin Capital, Inc. 0.07% Reduce -77.3% 701 $435K
Kidder Stephen W 0.13% Reduce -6.7% 700 $435K
Emprise Bank 0.21% Reduce -14.1% 699 $434K
Farrell Financial LLC 0.29% Reduce -1.6% 696 $432K
Legacy Financial Group LLC 0.06% No change 695 $432K
Insight Wealth Partners, LLC 0.24% No change 694 $431K
Total Wealth Planning, LLC 0.05% Reduce -36.3% 693 $430K
Clark Financial Services Group Inc. 0.26% Add +0.6% 691 $429K
Sutton Place Investors LLC 0.26% Add +5.0% 691 $429K
Finer Wealth Management, Inc. 0.23% Reduce -6.6% 691 $429K
Holistic Financial Partners 0.19% New 691 $429K
Cornerstone Select Advisors, LLC 0.38% No change 690 $428K
Barr E S & Co. 0.02% No change 690 $428K
Financial & Tax Architects, LLC 0.10% Reduce -48.6% 689 $428K
Elser Financial Planning, Inc 0.53% Reduce -0.4% 688 $427K
Fielder Capital Group LLC 0.11% Reduce -3.2% 688 $427K
Center For Asset Management LLC 0.26% Reduce -0.4% 721 $426K
Delta Financial Advisors LLC 0.15% Add +1.9% 686 $426K
Mitchell Sinkler & Starr 0.20% No change 686 $426K
NWK Group, Inc. 0.15% No change 685 $425K
Pinnacle Financial Group, LLC / IL 0.14% Reduce -23.6% 684 $425K
Highland Financial Advisors, LLC 0.14% No change 684 $425K
Fortune Financial Advisors, LLC 0.34% Reduce -2.7% 681 $423K
Sendero Wealth Management, LLC 0.05% No change 679 $422K
Reliant Investment Partners, LLC 0.37% No change 679 $422K
City Holding Co. 0.06% Add +1.3% 679 $422K
Hassell Wealth Management, LLC 0.15% Reduce -4.6% 657 $419K
Dravo Bay LLC 0.20% No change 674 $418K
Somerville Kurt F 0.07% Reduce -5.4% 671 $417K
Leading Edge Financial Planning LLC 0.12% Add +11.7% 669 $416K
Hamilton Wealth, LLC 0.09% No change 669 $415K
Vantage Point Financial LLC 0.18% Add +0.9% 666 $414K
Palo Alto Wealth Advisors, LLC 0.16% Add +0.3% 664 $412K
Synergy Financial Group, LTD 0.30% Add +2.5% 661 $410K
TL Private Wealth 0.17% Reduce -6.3% 653 $407K
Promus Capital, LLC 0.26% No change 655 $407K
Great Diamond Partners, LLC 0.08% New 647 $402K
Valtinson Bruner Financial Planning LLC 0.13% Add +63.0% 647 $401K
Aspire Growth Partners LLC 0.33% Add +0.3% 642 $399K
Traction Financial Partners, LLC 0.27% New 642 $399K
Dover Advisors, LLC 0.17% Reduce -10.5% 640 $397K
Ballentine Capital Advisors, Inc 0.19% Reduce -5.5% 638 $396K
Family Capital Trust Co 0.14% Reduce -0.6% 636 $395K
Sawgrass Asset Management LLC 0.04% New 635 $394K
Presper Financial Architects, LLC 0.29% — 635 $394K
Lauterbach Financial Advisors, LLC 0.22% No change 633 $393K
D'Orazio & Associates, Inc. 0.06% No change 632 $393K
Aurora Private Wealth, Inc. 0.29% Reduce -60.8% 631 $392K
Security Financial Services, INC. 0.07% Reduce -33.1% 629 $391K
Altura Wealth Advisors Inc. 0.22% New 628 $390K
LifeSteps Financial, Inc. 0.27% No change 627 $389K
Kirtland Hills Capital Management, LLC 0.18% New 627 $389K
American Money Management, LLC 0.07% Reduce -3.9% 625 $388K
Kiker Wealth Management, LLC 0.22% Reduce -27.7% 625 $388K
CGC Financial Services, LLC 0.13% Reduce -4.9% 623 $387K
American Capital Advisory, LLC 0.19% No change 622 $386K
SoundView Advisors Inc. 0.14% Add +2.0% 621 $385K
SevenBridge Financial Group, LLC 0.07% Reduce -6.2% 595 $384K
Park Edge Advisors, LLC 0.10% Reduce -9.1% 618 $384K
Fourth Dimension Wealth, LLC 0.16% No change 618 $384K
Balance Wealth Partners LLC 0.22% Add +9.3% 614 $381K
Invenio Wealth Partners LLC 0.15% No change 614 $381K
Lynx Investment Advisory 0.25% Add +0.3% 613 $381K
White Knight Strategic Wealth Advisors, LLC 0.32% Reduce -1.1% 613 $381K
Beacon Wealthcare LLC 0.14% Add +1.5% 612 $380K
Lawson Kroeker Investment Management Inc. 0.07% No change 612 $380K
IPG Investment Advisors LLC 0.07% Reduce -3.5% 611 $379K
Planning Directions Inc. 0.21% Reduce -16.3% 611 $379K
Nicholas Wealth, LLC. 0.33% No change 607 $377K
Lumbard & Kellner, LLC 0.16% Reduce -10.6% 606 $376K
Brogan Financial, Inc. 0.17% Add +0.3% 606 $376K
McCollum Christoferson Group LLC 0.11% No change 605 $376K
Kearns & Associates LLC 0.22% No change 605 $376K
Schiavi & Co LLC 0.13% No change 605 $376K
Horizon Investment Services, LLC 0.16% No change 604 $375K
Financial Life Advisors 0.13% No change 602 $374K
Verde Capital Management 0.09% Reduce -6.1% 602 $374K
Williams & Novak, LLC 0.32% No change 601 $373K
Community Bank of Raymore 0.28% No change 600 $373K
Graybill Wealth Management, LTD. 0.12% No change 600 $373K
Neumann Capital Management, LLC 0.12% Reduce -12.4% 600 $373K
Watchman Group, Inc. 0.10% New 599 $372K
JPL Wealth Management, LLC 0.10% Reduce -15.9% 598 $371K
Carson Advisory Inc. 0.24% Reduce -7.0% 596 $370K
Permanens Capital L.P. 0.05% Add +6.3% 594 $369K
Matthew Goff Investment Advisor, LLC 0.07% No change 593 $368K
SFG Wealth Management, LLC. 0.22% Add +8.8% 593 $368K
Hiley Hunt Wealth Management 0.19% Add +0.2% 588 $367K
Stablepoint Partners, LLC 0.06% Add +23.4% 591 $367K
Cambridge Financial Group, LLC 0.14% No change 591 $367K
G&S Capital LLC 0.15% No change 590 $366K
Buckhead Capital Management LLC 0.14% Add +0.2% 590 $366K
Duncker Streett & Co. Inc. 0.07% No change 588 $365K
Strait & Sound Wealth Management LLC 0.15% Add +0.9% 587 $364K
Drucker Wealth 3.0, LLC 0.07% Reduce -8.1% 581 $364K
Foguth Wealth Management, LLC. 0.08% Reduce -8.7% 586 $364K
SLT Holdings LLC 0.28% Add +19.4% 585 $363K
Eubel Brady & Suttman Asset Management Inc. 0.05% No change 585 $363K
Royal Fund Management, LLC 0.04% Add +0.3% 584 $363K
Prentice Wealth Management LLC 0.10% Reduce -1.7% 584 $363K
Afg Fiduciary Services Limited Partnership 0.23% No change 584 $362K
Letson Investment Management, Inc. 0.14% No change 583 $362K
Forthright Family Wealth Advisory LLC 0.23% New 582 $361K
Alpha Financial Advisors, LLC 0.14% Reduce -51.0% 581 $361K
Morton Brown Family Wealth, LLC 0.11% Reduce -7.0% 580 $360K
Fischer Financial Services, Inc. 0.11% No change 586 $360K
Seelaus Asset Management LLC 0.32% No change 579 $360K
MilWealth Group LLC 0.09% No change 578 $359K
Rolek Wealth Management LLC 0.31% Add +16.8% 578 $359K
Richmond Brothers, Inc. 0.23% Reduce -27.2% 577 $358K
Mid-American Wealth Advisory Group, Inc. 0.17% Reduce -25.7% 577 $358K
Wiser Advisor Group LLC 0.62% Reduce -15.5% 576 $358K
Orcam Financial Group 0.31% No change 575 $357K
Alhambra Investment Management LLC 0.18% Add +42.0% 575 $357K
Atticus Wealth Management, LLC 0.10% Add +357.6% 572 $355K
Total Investment Management Inc. 0.05% Reduce -1.2% 571 $355K
TCFG Wealth Management, LLC 0.16% New 571 $355K
Palisade Asset Management, LLC 0.04% Add +15.8% 571 $354K
Aventura Private Wealth, LLC 0.15% No change 570 $354K
Thrive Capital Management, LLC 0.11% New 568 $353K
Brown, Lisle/Cummings, Inc. 0.09% Add +503.2% 567 $352K
Hillcrest Wealth Advisors - NY, LLC 0.17% No change 566 $351K
Checchi Capital Advisers, LLC 0.02% No change 566 $351K
LRI Investments, LLC 0.03% Add +623.1% 564 $350K
Cathy Pareto & Associates, Inc. 0.29% Reduce -6.9% 563 $350K
Texas Bank & Trust Co 0.14% No change 563 $350K
Allied Investment Advisors, LLC 0.06% Reduce -10.2% 563 $350K
Maltin Wealth Management, Inc. 0.16% Reduce -1.4% 563 $349K
Attessa Capital LLC 0.22% Add +6.9% 559 $347K
JARISLOWSKY, FRASER Ltd 0.00% No change 558 $346K
Pin Oak Investment Advisors Inc. 0.29% Reduce -26.9% 616 $346K
IMZ Advisory Inc 0.14% Add +0.7% 548 $346K
Novak & Powell Financial Services, Inc. 0.24% Add +0.2% 557 $346K
Summa Corp. 0.18% New 555 $345K
IMPACTfolio, LLC 0.16% No change 552 $343K
Purkiss Capital Advisors LLC 0.19% Reduce -3.8% 551 $342K
Wilkins Investment Counsel Inc. 0.05% No change 550 $341K
Cairn Investment Group, Inc. 0.18% Reduce -8.3% 550 $341K
Caitlin John, LLC 0.31% Reduce -17.0% 548 $340K
Blue Zone Wealth Advisors, LLC 0.09% Add +12.8% 548 $340K
Abacus Wealth Partners, LLC 0.05% Add +9.9% 546 $339K
Heritage Oak Wealth Advisors LLC 0.13% New 544 $338K
Systematic Alpha Investments, LLC 0.01% No change 544 $338K
Grand Wealth Management, LLC 0.17% No change 543 $337K
Probity Advisors, Inc. 0.06% Reduce -5.7% 542 $337K
Capital Planning Advisors, LLC 0.05% Add +7.1% 542 $337K
Cambridge Capital Management, LLC 0.18% Reduce -2.0% 541 $336K
AG Asset Advisory, LLC 0.29% No change 540 $335K
B & T Capital Management DBA Alpha Capital Management 0.06% Reduce -22.2% 539 $335K
Richards, Merrill & Peterson, Inc. 0.16% Add +6.5% 538 $334K
Matisse Capital 0.16% No change 538 $334K
Duncan Williams Asset Management, LLC 0.11% Add +23.7% 538 $334K
Guardian Wealth Advisors, LLC 0.20% Reduce -9.8% 535 $332K
Motiv8 Investments LLC 0.20% Reduce -0.7% 535 $332K
Leisure Capital Management 0.13% New 534 $332K
Noble Family Wealth, LLC 0.08% No change 533 $331K
Three Cord True Wealth Management, LLC 0.25% Add +25.4% 533 $331K
Soros Capital Management LLC 0.10% No change 532 $330K
McDonough Capital Management, Inc 0.18% No change 530 $330K
Seneschal Advisors, LLC 0.26% No change 530 $329K
KOM Wealth Management Group, LLC 0.26% Reduce -2.6% 529 $328K
American State Bank (Iowa) 0.18% New 526 $327K
Stonebridge Financial Group, LLC 0.03% Reduce -25.8% 526 $327K
Puff Wealth Management, LLC 0.53% New 523 $325K
Hapanowicz & Associates Financial Services, Inc 0.16% No change 521 $323K
Broadway Wealth Solutions, Inc. 0.20% Add +3.6% 518 $322K
Rooted Wealth Advisors, Inc. 0.11% Add +5.1% 513 $321K
TriaGen Wealth Management LLC 0.10% Reduce -18.6% 515 $320K
Capital Research Global Investors 0.00% New 518 $320K
RHS Financial, LLC 0.18% Reduce -88.7% 515 $320K
Rosenblum Silverman Sutton S F Inc. 0.08% Reduce -11.2% 515 $320K
Family Legacy Financial Solutions, LLC 0.27% — 514 $319K
Eaton-Cambridge Inc. 0.12% No change 514 $319K
CPC Advisors, LLC 0.04% Reduce -28.9% 514 $319K
Keeler & Nadler Financial Planning & Wealth Management 0.13% Add +0.2% 513 $319K
Citizens & Northern Corp. 0.09% Reduce -5.0% 512 $318K
Armstrong Henry H Associates Inc. 0.03% No change 512 $318K
Oak Hill Wealth Advisors, LLC 0.07% No change 510 $318K
Financial Harvest, LLC 0.24% New 512 $318K
Pekin Hardy Strauss, Inc. 0.04% Add +12.3% 512 $318K
Level Wealth Management LLC 0.18% No change 509 $316K
Sterling Investment Advisors, Ltd. 0.07% Add +1.2% 509 $316K
Asset Advisors Investment Management, LLC 0.03% Add +3.7% 508 $315K
Stonehearth Capital Management, LLC 0.13% No change 506 $314K
Paragon Advisors, LLC 0.08% Reduce -67.7% 505 $314K
Ssa Swiss Advisors AG 0.15% Reduce -13.9% 495 $313K
Kaufman Rossin Wealth, LLC 0.20% No change 504 $313K
Stanich Group LLC 0.28% Reduce -5.5% 498 $313K
FLP Wealth Management, LLC 0.88% Reduce -20.5% 503 $312K
Tribridge Partners Financial LLC 0.18% — 502 $312K
Prodigy Asset Management LLC 0.20% New 502 $312K
Schulhoff & Co. Inc. 0.14% No change 502 $312K
Harbour Trust & Investment Management Co 0.03% No change 501 $311K
Argus Investors' Counsel, Inc. 0.22% Reduce -15.7% 500 $310K
Legacy Bridge, LLC 0.15% No change 500 $310K
Belmont Capital, LLC 0.05% No change 500 $310K
BlackDiamond Wealth Management, LLC 0.18% Reduce -16.1% 500 $310K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -7.0% 493 $309K
Brian Low Financial Group, LLC 0.29% — 497 $309K
High Net Worth Advisory Group LLC 0.08% No change 495 $307K
Knollwood Investment Advisory, LLC 0.03% No change 495 $307K
Carnegie Lake Advisors LLC 0.12% New 495 $307K
Sloy Dahl & Holst, LLC 0.04% Add +1.6% 494 $306K
Ramsay, Stattman, Vela & Price, Inc. 0.06% Reduce -2.0% 493 $306K
Seros Financial, LLC 0.19% No change 492 $305K
SS&H Financial Advisors, Inc. 0.10% Reduce -27.1% 492 $305K
Wisconsin Wealth Advisors, LLC 0.35% No change 489 $304K
Walker Financial Services, Inc. 0.14% No change 489 $303K
Anchor Investment Management, LLC 0.03% Add +33.0% 488 $303K
Hartford Funds Management Co LLC 0.03% Reduce -74.3% 486 $302K
Wood Tarver Financial Group, LLC 0.09% No change 487 $302K
Northstar Asset Management Inc. 0.08% Reduce -9.0% 485 $301K
Optima Capital LLC 0.16% Reduce -6.0% 484 $301K
Ring Mountain Capital, LLC 0.18% Reduce -5.9% 477 $301K
Basepoint Wealth LLC 0.23% No change 484 $301K
Defined Financial Planning LLC 0.27% Add +3.7% 480 $300K
Tradewinds Capital Management, LLC 0.08% Add +0.4% 483 $300K
Clarity Asset Management, Inc. 0.18% Add +38.1% 482 $299K
Financial Alternatives, Inc 0.19% Reduce -8.2% 481 $299K
Intrepid Capital Management Inc. 0.16% Reduce -0.4% 479 $297K
Financial Enhancement Group LLC 0.04% Reduce -47.1% 473 $296K
Mittelman Wealth Management 0.25% Reduce -58.5% 477 $296K
Slocum, Gordon & Co LLP 0.24% No change 474 $294K
Ranch Capital Advisors Inc. 0.13% Reduce -13.7% 474 $294K
Xcel Wealth Management, LLC 0.09% Reduce -4.6% 473 $294K
HT Partners LLC 0.09% No change 468 $291K
Meredith Wealth Planning 0.11% Add +0.4% 468 $290K
Compass Financial Group, INC 0.05% Reduce -7.5% 467 $290K
Spectrum Asset Management, Inc. (NB/CA) 0.13% No change 466 $289K
Reliant Wealth Planning 0.11% No change 466 $289K
Bravias Capital Group, LLC 0.21% Reduce -1.3% 464 $288K
Bernard Wealth Management Corp. 0.13% No change 464 $288K
Natural Investments, LLC 0.07% Add +19.6% 464 $288K
Acorn Wealth Advisors, LLC 0.11% Reduce -5.7% 463 $288K
Intellectus Partners, LLC 0.06% No change 463 $288K
Mount Vernon Associates Inc. 0.21% Reduce -9.8% 463 $287K
BLVD Private Wealth, LLC 0.27% — 462 $287K
Shotwell Rutter Baer Inc 0.19% No change 456 $286K
Opes Wealth Management LLC 0.05% Reduce -6.1% 461 $286K
White & Co Financial Planning Inc 0.23% Reduce -12.1% 463 $286K
Hoey Investments, Inc. 0.04% No change 460 $286K
MTM Investment Management, LLC 0.10% No change 459 $285K
Verisail Partners, LLC 0.12% Add +1.1% 458 $284K
Yardley Wealth Management LLC 0.16% Reduce -2.5% 458 $284K
Redwood Park Advisors LLC 0.22% Reduce -13.1% 456 $283K
TFG Advisers LLC 0.10% Reduce -3.4% 455 $282K
Vestor Capital, LLC 0.02% Reduce -95.4% 2,274 $282K
Rochester Wealth Strategies, LLC 0.20% Add +0.2% 454 $282K
Financial Sense Advisors, Inc. 0.07% Reduce -17.1% 454 $282K
Canton Hathaway, LLC 0.06% Reduce -12.9% 453 $281K
Towne Trust Company, N.A 0.10% No change 452 $281K
First Wilshire Securities Management Inc. 0.08% No change 452 $281K
Cedar Point Capital Partners, LLC 0.20% No change 451 $280K
CV Advisors LLC 0.09% Reduce -8.9% 451 $280K
Terra Nova Asset Management LLC 0.20% Add +0.2% 450 $280K
Ellerson Group Inc. 0.20% No change 450 $279K
Fairfield, Bush & Co. 0.16% Reduce -8.7% 450 $279K
Shayne & Jacobs, LLC 0.09% Reduce -6.3% 450 $279K
Advocate Group LLC 0.05% Add +8.4% 450 $279K
Dock Street Asset Management Inc. 0.03% No change 450 $279K
Breakwater Investment Management 0.11% No change 449 $279K
First National Bank Sioux Falls 0.10% No change 449 $279K
Robinson Smith Wealth Advisors LLC 0.22% Reduce -17.2% 448 $278K
Crowley Wealth Management, Inc. 0.25% Add +168.7% 446 $277K
Vermillion Wealth Management, Inc. 0.13% Add +0.7% 445 $276K
Heritage Investors Management Corp. 0.01% Reduce -19.6% 444 $276K
Rainey & Randall Wealth Advisors Inc. 0.05% Add +10.2% 444 $276K
Synergy Asset Management, LLC 0.03% Add +1.4% 443 $275K
Citrine Capital LLC 0.15% Reduce -5.8% 442 $274K
Delos Wealth Advisors, LLC 0.21% Add +3.5% 442 $274K
Rosenberg Matthew Hamilton 0.06% Reduce -0.7% 442 $274K
Sunpointe, LLC 0.11% New 440 $273K
Copperwynd Financial, LLC 0.07% Reduce -18.6% 438 $272K
Tower Wealth Partners, Inc. 0.16% No change 438 $272K
Heritage Wealth Management, Inc. 0.21% No change 436 $271K
Sicart Associates LLC 0.09% New 436 $271K
One Charles Private Wealth Services, LLC 0.08% No change 436 $271K
BXM Wealth LLC 0.32% Add +10.1% 435 $270K
BNC Wealth Management, LLC 0.08% Add +2.8% 435 $270K
Visionary Horizons, LLC 0.17% Add +2.4% 434 $270K
Pacific Sage Partners, LLC 0.05% No change 433 $269K
Addison Capital Co 0.09% No change 431 $268K
First Citizens Financial Corp 0.15% No change 430 $267K
Graham Capital Wealth Management, LLC 0.30% Reduce -35.1% 428 $266K
Chilton Investment Co. Inc. 0.01% No change 428 $266K
Myecfo, LLC 0.13% No change 428 $265K
Accredited Investor Services, LLC 0.20% Reduce -21.4% 426 $265K
Oxbow Advisors, LLC 0.03% Reduce -0.9% 426 $265K
Define Financial, LLC 0.17% Add +0.2% 424 $263K
Atlas Wealth LLC 0.13% New 423 $263K
Cobler Capital Management, LLC 0.26% — 2,300 $262K
Manchester Financial Inc. 0.05% Add +12.5% 422 $262K
Tandem Financial, LLC 0.25% No change 422 $262K
Nova Wealth Management, Inc. 0.19% Reduce -28.4% 422 $262K
Columbia River Financial Group, LLC 0.17% No change 413 $262K
CarsonAllaria Wealth Management, Ltd. 0.14% Reduce -0.2% 421 $262K
Bellecapital International Ltd. 0.05% No change 421 $261K
Everest Private Wealth 0.19% No change 420 $261K
Providence First Trust Co 0.09% No change 420 $261K
Richardson Financial Services Inc. 0.18% Reduce -31.7% 420 $261K
Iron Gate Global Advisors LLC 0.03% Reduce -20.6% 419 $260K
First Fiduciary Investment Counsel, Inc. 0.05% Reduce -0.7% 418 $260K
Advisors Management Group Inc. 0.05% Add +3.0% 418 $260K
Altrius Capital Management Inc 0.06% No change 417 $259K
Foronjy Financial LLC 0.12% — 416 $258K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% Reduce -1.9% 415 $258K
Mills Wealth Advisors LLC 0.12% Add +16.3% 415 $258K
Marmo Financial Group, LLC 0.13% Add +0.5% 415 $257K
ForthRight Wealth Management, LLC 0.08% New 414 $257K
Stonehaven Wealth & Tax Solutions, LLC 0.25% Reduce -25.4% 413 $256K
Hobbs Wealth Management, LLC 0.24% No change 413 $256K
Financial Insights, Inc. 0.09% Reduce -0.7% 412 $256K
IFG Advisors, LLC 0.04% No change 412 $256K
Grant Private Wealth Management Inc 0.14% Reduce -67.7% 408 $253K
Berkshire Money Management, Inc. 0.03% Reduce -15.2% 407 $252K
Graney & King, LLC 0.17% No change 406 $252K
Old North State Wealth Management, LLC 0.13% Add +0.5% 404 $252K
Elevatus Welath Management 0.08% Add +0.5% 406 $252K
Red Mountain Financial, LLC 0.28% No change 405 $252K
Schwallier Wealth Management LLC 0.15% New 405 $252K
Marotta Asset Management 0.05% New 405 $251K
Provident Wealth Management, LLC 0.08% Reduce -0.3% 404 $251K
Midwest Financial Group LLC 0.13% Add +11.0% 403 $250K
CJM Wealth Advisers, Ltd. 0.08% Reduce -1.5% 403 $250K
Souders Financial Advisors 0.03% New 402 $250K
Empire Financial Management Company, LLC 0.07% Add +0.8% 402 $250K
Net Worth Advisory Group 0.06% New 400 $248K
American Asset Management Inc. 0.23% New 400 $248K
One Plus One Wealth Management, LLC 0.14% Reduce -4.8% 400 $248K
Aull & Monroe Investment Management Corp 0.13% No change 400 $248K
WoodTrust Financial Corp 0.03% Reduce -4.8% 399 $248K
Vaughan David Investments LLC 0.01% No change 399 $248K
Partners Wealth Management, LLC 0.28% No change 439 $248K
Clear Point Advisors Inc. 0.21% Add +0.3% 398 $247K
Quantum Financial Planning Services, Inc. 0.12% Reduce -16.7% 398 $247K
Braun-Bostich & Associates Inc. 0.17% No change 397 $246K
Riverview Capital Advisers, LLC 0.07% Reduce -24.1% 396 $246K
RFG Holdings, Inc. 0.07% Reduce -0.5% 395 $246K
Vaughan Nelson Investment Management, L.P. 0.00% No change 395 $245K
Prosperitas Financial LLC 0.12% Reduce -9.2% 395 $245K
Sterling Financial Group, Inc. 0.08% No change 393 $244K
United Asset Strategies, Inc. 0.02% Add +2.1% 392 $243K
Stordahl Capital Management, Inc. 0.05% No change 392 $243K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -0.5% 391 $243K
Horizon Advisory Services, Inc. 0.13% No change 388 $241K
25 LLC 0.09% No change 387 $240K
626 Financial, LLC 0.11% Add +0.3% 387 $240K
Tevis Investment Management 0.15% Reduce -37.8% 385 $239K
Brady Martz Wealth Solutions, LLC 0.05% New 382 $237K
Merrion Investment Management Co, LLC 0.15% No change 382 $237K
NBW Capital LLC 0.05% No change 380 $236K
Manning & Napier Advisors LLC 0.00% Add +2.1% 380 $236K
Thompson Davis & Co., Inc. 0.16% New 379 $235K
IMG Wealth Management, Inc. 0.18% Add +171.2% 377 $234K
Nichols & Pratt Advisers LLP 0.02% No change 377 $234K
4WEALTH Advisors, Inc. 0.24% No change 376 $234K
Rise Advisors, LLC 0.09% Add +1.1% 375 $233K
Morgan Dempsey Capital Management LLC 0.10% New 375 $233K
Family Investment Center, Inc. 0.05% Reduce -2.1% 373 $232K
Byrne Asset Management LLC 0.18% New 372 $231K
Patrick M Sweeney & Associates, Inc. 0.16% No change 365 $229K
ShoreHaven Wealth Partners, LLC 0.09% Reduce -30.9% 369 $229K
Wallace Capital Management Inc. 0.03% No change 368 $229K
AJ Advisors, LLC 0.10% Add +0.3% 368 $229K
Abbot Financial Management, Inc. 0.11% No change 368 $228K
Farnam Financial LLC 0.20% Reduce -16.0% 367 $228K
Blue Chip Partners, LLC 0.02% New 366 $227K
Ironvine Capital Partners, LLC 0.02% Add +2.8% 366 $227K
Adamsbrown Wealth Consultants LLC 0.07% New 366 $227K
Ridgeline Wealth, LLC 0.19% Reduce -15.1% 366 $227K
Opinicus Capital, Inc. 0.17% Add +0.3% 363 $225K
Westend Capital Management, LLC 0.07% Add +1.7% 363 $225K
LaFleur & Godfrey LLC 0.03% Reduce -0.3% 363 $225K
Carmel Capital Partners, LLC 0.08% No change 360 $224K
Dohj, LLC 0.06% Reduce -17.2% 415 $223K
Plotkin Financial Advisors, LLC 0.12% New 359 $223K
Powell Investment Advisors, LLC 0.08% No change 359 $223K
Shira Ridge Wealth Management 0.10% New 359 $223K
Aft, Forsyth & Company, Inc. 0.11% Add +0.6% 359 $223K
Mach-1 Financial Group, LLC 0.07% New 358 $222K
Ergawealth Advisors, Inc. 0.10% New 358 $222K
Professional Financial Advisors, LLC 0.05% No change 358 $222K
J. W. Coons Advisors, LLC 0.05% No change 357 $222K
Dupree Financial Group, LLC 0.09% Reduce -13.6% 356 $221K
Polen Capital Management LLC 0.00% New 355 $220K
AIFG Consultants Ltd. 0.43% Reduce -42.9% 355 $220K
Fidelity D & D Bancorp Inc. 0.13% New 354 $220K
Seamount Financial Group Inc. 0.11% New 352 $219K
NDVR, Inc. 0.20% New 352 $219K
Hurlow Wealth Management Group, Inc. 0.06% New 352 $219K
GoalVest Advisory LLC 0.05% Reduce -54.1% 352 $219K
Blue Square Asset Management, LLC 0.10% New 350 $217K
Phoenix Financial Ltd. 0.00% New 349 $217K
Legacy Capital Group California, Inc. 0.06% New 346 $215K
Baron Wealth Management LLC 0.08% New 346 $215K
Concentrum Wealth Management 0.07% New 345 $214K
Northstar Group, Inc. 0.03% New 345 $214K
Paradigm Capital Management, LLC 0.21% New 345 $214K
Future Fund LLC 0.10% New 344 $214K
Sage Advisors, LLC 0.15% New 343 $213K
DMC Group, LLC 0.17% New 342 $212K
Belvedere Trading LLC 0.02% New 342 $212K
Moseley Investment Management Inc. 0.07% New 341 $212K
Riggs Asset Managment Co. Inc. 0.05% Reduce -4.2% 341 $212K
Vienna Asset Management LLC 0.15% Reduce -37.4% 341 $212K
CWC Advisors, LLC. 0.11% New 339 $210K
Atala Financial Inc 0.14% Add +206.4% 337 $209K
Columbia Advisory Partners LLC 0.16% New 336 $209K
Vannoy Advisory Group, Inc. 0.14% New 336 $209K
Nicholson Wealth Management Group, LLC 0.13% New 335 $208K
Ferguson Shapiro LLC 0.07% New 334 $207K
Capasso Planning Partners LLC 0.12% Reduce -42.8% 332 $206K
Gordian Advisors LLC 0.15% New 332 $206K
Wynn Capital, LLC 0.11% New 331 $206K
Pinkerton Wealth, LLC 0.02% New 331 $206K
Financial Connections Group, Inc. 0.08% Reduce -20.2% 331 $205K
Kellett Wealth Advisors, LLC 0.13% New 330 $205K
Clayton Financial Group LLC 0.24% Reduce -96.4% 330 $205K
McGrath & Associates, Inc. 0.33% New 330 $205K
Cooper Capital Advisors LLC 0.20% New 329 $204K
McGowan Group Asset Management, Inc. 0.03% New 329 $204K
Jacobs & Co. 0.02% New 329 $204K
Murphy & Mullick Capital Management Corp 0.17% Add +53.6% 321 $204K
Bridgewealth Advisory Group, LLC 0.05% New 328 $204K
Towerpoint Wealth, LLC 0.09% New 328 $203K
Spectrum Planning & Advisory Services Inc. 0.13% New 327 $203K
Cannon Advisors, Inc. 0.16% New 325 $202K
rebel Financial LLC 0.09% — 325 $202K
Yousif Capital Management, LLC 0.00% New 325 $202K
Envision Financial Planning, LLC 0.09% New 324 $201K
United Wealth Management, LLC 0.06% New 323 $201K
Battery Global Advisors, LLC 0.10% Reduce -19.6% 323 $201K
Paragon Private Wealth Management, LLC 0.08% New 323 $201K
Semmax Financial Advisors Inc. 0.05% Add +6.1% 313 $200K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 313 $194K
Lowe Wealth Advisors, LLC 0.07% No change 309 $192K
Evergreen Private Wealth LLC 0.08% No change 301 $187K
Chapman Financial Group, LLC 0.16% — 300 $186K
Aberdeen Wealth Management LLC 0.12% New 300 $186K
Elevate Wealth Advisory, Inc. 0.13% Add +74.3% 298 $185K
Clark Wealth Partners 0.12% Reduce -55.4% 297 $184K
AllSquare Wealth Management LLC 0.10% No change 297 $184K
Main Management LLC 0.01% Reduce -39.1% 297 $184K
Anfield Capital Management, LLC 0.06% No change 292 $181K
Bellevue Asset Management, LLC 0.09% Reduce -4.0% 290 $180K
Millstone Evans Group, LLC 0.12% No change 289 $179K
Capital Investment Counsel, Inc 0.02% Reduce -8.6% 288 $179K
Stuart Chaussee & Associates, Inc. 0.04% No change 282 $175K
Perkins Coie Trust Co 0.03% No change 273 $170K
Kentucky Trust Co 0.10% Add +8.0% 270 $168K
DecisionPoint Financial, LLC 0.04% Reduce -27.9% 269 $167K
Morse Asset Management, Inc 0.04% Reduce -0.7% 268 $166K
Cedar Mountain Advisors, LLC 0.03% Add +0.4% 267 $166K
LFA - Lugano Financial Advisors SA 0.09% No change 257 $160K
Arjuna Capital 0.04% No change 254 $158K
Wolff Wiese Magana LLC 0.10% No change 252 $156K
Mill Capital Management, LLC 0.01% No change 250 $155K
Smallwood Wealth Investment Management, LLC 0.09% Add +2.5% 243 $151K
Weaver Capital Management LLC 0.04% Add +0.4% 242 $150K
First Financial Corp. 0.07% Reduce -38.0% 241 $150K
Christopher J. Hasenberg, Inc 0.05% No change 234 $145K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +29.0% 227 $141K
Friedenthal Financial 0.08% Add +7.1% 227 $141K
Bell Investment Advisors, Inc 0.02% Add +20.2% 226 $140K
Kozak & Associates, Inc. 0.03% No change 222 $139K
Rakuten Securities, Inc. 0.05% Add +1.4% 218 $135K
Covestor Ltd 0.08% Add +429.3% 217 $135K
ROSS\JOHNSON & Associates LLC 2.77% Reduce -60.9% 217 $135K
Financial Freedom, LLC 0.07% Add +0.5% 216 $134K
Cetera Trust Company, N.A 0.08% No change 210 $130K
IMA Advisory Services, Inc. 0.01% No change 209 $130K
Costello Asset Management, INC 0.05% No change 199 $123K
Insight Inv LLC 0.08% No change 196 $122K
Blume Capital Management, Inc. 0.02% Reduce -8.9% 195 $121K
Park Square Financial Group, LLC 0.09% Reduce -55.6% 192 $119K
Robinswood Financial LLC 0.04% Add +8.9% 184 $115K
Prudent Man Investment Management, Inc. 0.06% No change 191 $112K
North Ridge Wealth Advisors, Inc. 0.07% No change 180 $112K
Quaker Wealth Management, LLC 0.04% — 177 $110K
North Capital, Inc. 0.09% Reduce -10.2% 176 $109K
MPWM Advisory Solutions, LLC 0.07% Reduce -27.4% 175 $109K
Topsail Wealth Management, LLC 0.02% No change 174 $108K
Global Trust Asset Management, LLC 0.06% No change 170 $105K
WFA Asset Management Corp 0.06% Add +397.4% 189 $103K
Game Plan Financial Advisors, LLC 0.05% No change 166 $103K
Compass Financial Services Inc 0.05% Add +101.2% 165 $103K
Kopp Family Office, LLC 0.06% No change 159 $99K
Private Wealth Management Group, LLC 0.03% No change 154 $96K
Perritt Capital Management Inc 0.05% No change 148 $92K
Darwin Wealth Management, LLC 0.03% Reduce -46.9% 147 $92K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 143 $89K
Aviso Financial Inc. 0.00% No change 140 $87K
Accredited Wealth Management, LLC 0.07% Reduce -9.8% 138 $86K
Your Advocates Ltd., LLP 0.03% Add +51.6% 138 $86K
Wealth Preservation Advisors, LLC 0.05% No change 135 $84K
Proffitt & Goodson Inc. 0.01% Reduce -5.6% 135 $84K
Missouri Trust & Investment Co 0.03% Add +33.0% 133 $83K
Strategic Investment Management, LLC 0.04% Reduce -68.0% 132 $82K
Adirondack Trust Co. 0.03% Add +8.3% 131 $81K
Creative Capital Management Investments LLC 0.03% New 129 $80K
Godsey & Gibb, Inc. 0.01% Add +10.9% 122 $76K
PrairieView Partners, LLC 0.01% Add +4.4% 118 $73K
Legacies Wealth LLC 0.05% No change 113 $70K
Rice Partnership, LLC 0.01% Add +460.0% 112 $70K
Hartford Financial Management Inc. 0.02% No change 107 $66K
Knuff & Co LLC 0.02% Reduce -80.0% 100 $62K
Parkworth Wealth Management, Inc. 0.04% No change 100 $62K
Evolution Advisers, Inc. 0.03% No change 100 $62K
Hager Investment Management Services, LLC 0.04% New 99 $61K
Inlight Wealth Management, LLC 0.03% Reduce -8.5% 97 $60K
Thompson Investment Management, Inc. 0.01% No change 96 $60K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 95 $59K
Horizon Bancorp Inc. 0.03% No change 94 $58K
Ogorek Anthony Joseph /NY/ 0.02% No change 94 $58K
Chesapeake Asset Management LLC 0.05% No change 91 $57K
WestEnd Advisors, LLC 0.00% Reduce -89.7% 91 $56K
Putney Financial Group LLC 0.06% Add +12.5% 90 $56K
Capital A Wealth Management, LLC 0.58% Reduce -69.5% 109 $52K
Eq Wealth Advisors, LLC 0.03% No change 81 $50K
MJT & Associates Financial Advisory Group, Inc. 0.06% Reduce -99.6% 81 $50K
Nalls Sherbakoff Group, LLC 0.04% Reduce -23.5% 78 $48K
Elevation Wealth Partners, LLC 0.02% Reduce -22.1% 74 $46K
Kennebec Savings Bank 0.04% No change 69 $43K
Tower View Wealth Management LLC 0.02% No change 69 $43K
Dynamic Wealth Strategies, LLC 0.03% No change 67 $42K
Legacy Advisors, LLC 0.61% — 24,030 $39K
Eukles Asset Management 0.01% No change 59 $37K
Nvwm, LLC 0.01% Add +210.5% 59 $37K
Sittner & Nelson, LLC 0.01% No change 57 $35K
Ulland Investment Advisors, LLC 0.03% No change 55 $34K
Marquette Asset Management, LLC 0.01% Reduce -34.2% 52 $32K
Pflug Koory, LLC 0.02% No change 48 $30K
Cheviot Value Management, LLC 0.00% Reduce -49.5% 46 $29K
Sawyer & Company, Inc 0.01% Add +12.5% 36 $27K
Birchbrook, Inc. 0.01% Reduce -51.2% 40 $25K
Citizens National Bank Trust Department 0.01% No change 40 $25K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 37 $23K
Burkett Financial Services, LLC 0.01% No change 37 $23K
1620 Investment Advisors, Inc. 0.02% Reduce -16.3% 36 $22K
Marshall & Sullivan Inc. 0.01% New 33 $20K
Curio Wealth, LLC 0.01% Add +2700.0% 28 $17K
Punch & Associates Investment Management, Inc. 0.00% No change 28 $17K
Decker Retirement Planning Inc. 0.01% New 27 $17K
10Elms LLP 0.02% No change 26 $16K
DB Fitzpatrick & Co, Inc 0.01% No change 24 $15K
Affinity Wealth LLC 0.01% Reduce -4.0% 24 $15K
WealthCollab, LLC 0.01% No change 24 $15K
GS Investments, Inc. 0.01% No change 24 $15K
Longview Financial Advisors LLC 0.01% No change 22 $14K
Bridge Generations Wealth Management LLC 0.01% No change 22 $14K
Asset Planning,Inc 0.01% No change 22 $14K
Sellwood Investment Partners LLC 0.01% No change 21 $13K
Gables Capital Management Inc. 0.00% No change 16 $10K
Albion Financial Group 0.00% Reduce -99.4% 15 $10K
Logan Capital Management Inc. 0.00% Reduce -29.4% 12 $7K
Maryland Capital Advisors Inc. 0.00% No change 11 $7K
Vision Financial Markets LLC 0.01% Add +10.0% 11 $6K
Spurstone Advisory Services, LLC 0.06% Reduce -93.8% 6 $4K
Quantbot Technologies LP 0.00% New 4 $2K
Ball & Co Wealth Management Inc. 0.00% No change 3 $1K

"% 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.