iShares Core S&P 500 ETFIVVETF

13F holders, Q3 2025 (September 30)
3,682holders +58
120new positions
49sold out
8famous investors
$668.35avg. 13F price*

At the end of Q3 2025, 3,682 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, up 58 from Q2 2025. 120 opened new positions and 49 sold out. The largest holders were BlackRock, Inc. ($47.7B), Northwestern Mutual Wealth Management Co. ($22.4B) and Envestnet Asset Management Inc. ($19.1B). 8 famous investors held it, including Ray Dalio (10.6% of Bridgewater Associates's portfolio), Israel Englander (4.1% of Millennium Management's portfolio) and Joel Greenblatt (1.1% 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions120$4.0B
Exits49$682.2M

All 13F filers, Q2 2025 → Q3 2025: 69,302,561 shares bought and 26,887,605 shares sold, net +42,414,956 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,682 holders

BlackRock, Inc. 0.84% Add +0.3% 71,298,133 $47.7B
Northwestern Mutual Wealth Management Co. 14.91% Add +2.9% 33,427,901 $22.4B
Envestnet Asset Management Inc. 5.50% Add +0.7% 28,570,831 $19.1B
Marshall Wace, LLP 20.40% Add +28.5% 27,524,315 $18.4B
Morgan Stanley 0.99% Reduce -1.8% 24,311,648 $16.3B
Creative Planning 11.63% Add +2.3% 22,735,267 $15.2B
JPMorgan Chase & Co. 0.94% Reduce -21.8% 22,105,313 $14.8B
Royal Bank of Canada 2.46% Add +55.0% 20,629,192 $13.8B
Wells Fargo & Company 2.57% Add +5.9% 18,747,397 $12.5B
Jones Financial Companies LLLP 7.79% Add +3.6% 17,201,745 $11.4B
Bank of America Corp. 0.85% Reduce -20.3% 16,987,863 $11.4B
PNC Financial Services Group, Inc. 6.27% Add +0.5% 15,453,057 $10.3B
Goldman Sachs Group Inc. 1.32% Add +26.2% 13,666,907 $9.1B
Bank of New York Mellon Corp 1.61% Add +0.7% 13,440,510 $9.0B
Nisa Investment Advisors, LLC 30.88% Add +56.2% 11,955,236 $8.0B
Capula Management Ltd 52.04% Add +36.3% 10,434,370 $7.0B
LPL Financial LLC 1.97% Add +8.4% 10,097,239 $6.8B
First Command Advisory Services, Inc. 44.75% Reduce -7.8% 9,226,747 $6.2B
Northern Trust Corp. 0.75% Add +4.8% 8,717,550 $5.8B
Squarepoint Ops LLC 11.76% Add +7.7% 8,236,884 $5.5B
Ameriprise Financial Inc. 1.22% Add +0.0% 7,918,929 $5.3B
Millennium Management 4.12% Add +19.4% 7,499,133 $5.0B
CI Investments Inc. 17.71% No change 7,277,282 $4.9B
Truist Financial Corp. 6.29% Reduce -0.2% 6,929,394 $4.6B
Wealth Enhancement Advisory Services, LLC 6.62% Add +0.7% 6,502,855 $4.4B
Prudential Financial Inc. 5.14% Add +27.2% 6,467,131 $4.3B
Alyeska Investment Group, L.P. 12.50% Add +32.2% 6,154,511 $4.1B
US Bancorp \de 4.78% Add +2.2% 6,023,396 $4.0B
FMR LLC 0.21% Add +0.9% 6,020,258 $4.0B
Wealthspire Advisors, LLC 18.40% Add +1.0% 5,257,772 $3.5B
Alberta Investment Management Corp 28.38% Add +12.8% 5,251,658 $3.5B
Alliancebernstein L.P. 1.09% Add +2.2% 5,189,297 $3.5B
Mariner, LLC 4.45% Add +3.7% 5,140,687 $3.4B
Eisler Capital Management Ltd. 74.05% Add +346.1% 4,963,000 $3.3B
UBS Group AG 0.62% Add +53.9% 4,772,201 $3.2B
Bank of Montreal 1.24% Add +62.2% 4,353,330 $2.9B
National Pension Service 2.14% No change 4,119,355 $2.8B
Bridgewater Associates 10.62% Add +75.3% 4,049,300 $2.7B
Raymond James Financial Inc. 0.87% Reduce -4.6% 4,025,265 $2.7B
Captrust Financial Advisors 5.44% Add +2.8% 3,985,784 $2.7B
Cetera Investment Advisers 3.04% Add +111.1% 3,909,105 $2.6B
National Mutual Insurance Federation of Agricultural Cooperatives 18.18% No change 3,581,847 $2.4B
Asset Management One Co., Ltd. 6.28% Add +0.4% 3,236,841 $2.2B
BNP Paribas Financial Markets 1.69% Add +1.9% 3,189,043 $2.1B
Michael & Susan Dell Foundation 85.83% No change 3,145,697 $2.1B
Corient Private Wealth LP 3.29% Add +15.3% 3,479,224 $2.1B
Keybank National Association 7.33% Add +4.3% 3,116,790 $2.1B
Envestnet Portfolio Solutions, Inc. 7.56% Add +1.3% 3,065,138 $2.1B
Commonwealth Equity Services, LLC 2.47% Reduce -0.3% 2,846,025 $1.9B
HighTower Advisors, LLC 1.99% Add +1.9% 2,615,857 $1.8B
Healthcare of Ontario Pension Plan Trust Fund 3.26% Add +0.2% 2,611,443 $1.7B
Choate Investment Advisors 36.07% Reduce -2.0% 2,605,419 $1.7B
Allianz Asset Management GmbH 2.00% Add +203.5% 2,428,267 $1.6B
Kedalion Capital Management LLP 59.95% Reduce -27.6% 2,385,000 $1.6B
AIA Group Ltd 27.83% Add +5.1% 2,352,523 $1.6B
Cerity Partners LLC 2.51% Add +2.0% 2,309,968 $1.5B
Pathstone Holdings, LLC 5.71% Reduce -5.8% 2,234,087 $1.5B
Cresset Asset Management, LLC 6.57% Add +12.0% 2,230,271 $1.5B
Korea Investment CORP 3.02% Add +62.3% 2,197,094 $1.5B
Bank of Nova Scotia 2.43% Add +74.4% 2,034,092 $1.4B
Greenleaf Trust 12.37% Reduce -0.9% 2,033,275 $1.4B
MKP Capital Management, L.L.C. 52.03% Reduce -11.6% 1,939,406 $1.3B
MML Investors Services, LLC 3.18% Reduce -10.2% 1,779,473 $1.2B
Neuberger Berman Group LLC 0.87% Add +0.9% 1,768,216 $1.2B
MAI Capital Management 7.26% Add +0.5% 1,732,964 $1.2B
Fifth Third Bancorp 3.69% Add +2.3% 1,723,778 $1.2B
Macquarie Group Ltd. 1.32% Add +61.7% 1,689,368 $1.1B
Osaic Holdings, Inc. 1.58% Reduce -0.7% 1,708,934 $1.1B
Focus Partners Wealth 1.80% Add +108.5% 1,663,883 $1.1B
Balyasny Asset Management L.P. 2.29% Add +3098.0% 1,646,961 $1.1B
Allianz SE 23.34% Add +3.6% 1,640,740 $1.1B
Jasper Ridge Partners, L.P. 24.56% Reduce -13.9% 1,629,454 $1.1B
Barings LLC 20.93% Add +1.1% 1,603,253 $1.1B
Fiduciary Trust Co 11.96% Add +0.2% 1,577,352 $1.1B
Fund Evaluation Group, LLC 36.94% Reduce -0.3% 1,524,740 $1.0B
Verition Fund Management LLC 6.01% New 1,504,518 $1.0B
Municipal Employees' Retirement System of Michigan 11.48% No change 1,481,662 $991.7M
Northwestern Mutual Investment Management Company, LLC 13.62% Reduce -9.9% 1,406,900 $941.6M
Johnson Investment Counsel Inc. 7.66% Add +1.8% 1,366,550 $914.6M
Cwm, LLC 2.73% Add +10.2% 1,353,920 $906.2M
Alaska Permanent Fund Corp 54.14% No change 1,318,000 $903.1M
M&T Bank Corp 2.92% Reduce -2.2% 1,298,278 $868.9M
Alesco Advisors, LLC, An ESL Co 23.47% Reduce -2.2% 1,294,326 $866.3M
Brown Advisory Inc. 1.10% Reduce -7.2% 1,265,755 $847.2M
Nearwater Capital Markets, Ltd 11.19% No change 1,250,000 $836.6M
Johnson Financial Group, Inc. 31.28% Add +15.7% 1,245,615 $833.7M
National Philanthropic Trust 9.24% Reduce -1.0% 1,234,913 $826.5M
Flputnam Investment Management Co. 12.10% Add +2.8% 1,208,988 $809.2M
Janney Montgomery Scott LLC 1.90% Reduce -5.3% 1,198,993 $802.5M
Japan Science & Technology Agency 13.95% No change 1,170,800 $783.6M
Waverly Advisors, LLC 7.62% Add +3.3% 1,141,094 $763.7M
Regions Financial Corp. 4.90% Add +0.0% 1,124,371 $752.5M
Bessemer Group Inc. 1.05% Add +2.3% 1,029,054 $688.7M
Comerica Bank 2.55% Add +6.5% 1,013,373 $678.3M
UNC Management Company, Inc. 76.27% Reduce -6.1% 1,013,057 $678.0M
Constellation Investments, Inc. 31.60% Reduce -12.5% 1,010,372 $676.2M
Cambridge Investment Research Advisors, Inc. 1.85% Add +1.1% 1,007,977 $674.6M
USS Investment Management Ltd 3.21% New 998,515 $668.3M
Simplify Asset Management Inc. 13.48% Reduce -10.7% 993,803 $665.2M
Jain Global LLC 9.23% New 991,156 $663.4M
Brown Brothers Harriman & Co. 3.93% Add +4.0% 964,773 $645.7M
Capstone Investment Advisors, LLC 6.88% Add +0.3% 962,339 $644.1M
Thrivent Financial for Lutherans 1.25% Add +225.2% 928,398 $621.4M
FIL Ltd 0.49% Reduce -18.8% 925,421 $619.4M
Franklin Resources Inc. 0.15% Add +0.0% 906,856 $606.9M
Dynasty Wealth Management, LLC 8.10% Add +22.8% 906,088 $606.4M
Nationwide Fund Advisors 32.95% Reduce -5.7% 892,451 $597.3M
Park Avenue Securities LLC 4.56% Add +2.6% 872,931 $584.3M
Public Employees Retirement System of Ohio 1.84% Add +6.8% 864,700 $578.7M
United Capital Financial Advisors, LLC 4.11% Reduce -0.2% 854,136 $571.7M
Schroder Investment Management Group 0.45% Reduce -10.3% 854,333 $569.6M
Provida Pension Fund Administrator 9.72% Reduce -27.6% 833,846 $558.1M
Rockefeller Capital Management L.P. 1.09% Add +1.7% 833,310 $557.7M
Parallel Advisors, LLC 10.04% Add +11.8% 818,542 $547.9M
Baird Financial Group, Inc. 0.86% Add +1.2% 798,319 $534.3M
Principal Financial Group Inc. 0.27% Reduce -4.4% 794,964 $532.1M
Adventist Health System Sunbelt Healthcare Corp. 22.92% Add +76.8% 787,236 $526.9M
Partners Capital Investment Group, LLP 20.46% Reduce -5.6% 769,341 $514.9M
Circle Wealth Management, LLC 9.87% Add +3.1% 757,543 $507.0M
Coldstream Capital Management Inc. 6.77% Add +0.9% 750,533 $502.3M
Swan Global Investments, LLC 21.51% Reduce -0.1% 726,609 $486.3M
Leith Wheeler Investment Counsel Ltd. 32.70% Reduce -4.9% 721,865 $483.1M
&partners 3.06% Add +20.4% 719,462 $477.8M
NewEdge Advisors, LLC 2.14% Add +8.3% 704,663 $471.6M
Truepoint, Inc. 10.34% Add +2.5% 664,364 $444.7M
Mercer Global Advisors Inc. 0.74% Reduce -3.1% 661,365 $442.6M
Freestone Capital Holdings, LLC 13.58% Add +1.4% 661,308 $442.6M
Kestra Advisory Services, LLC 2.03% Reduce -9.9% 660,367 $442.0M
Sigma Investment Counselors Inc. 22.78% Reduce -0.2% 655,738 $438.9M
Heritage Wealth Advisors 19.20% Reduce -0.2% 655,545 $438.8M
UMB Bank, n.a. 6.46% Reduce -0.9% 655,390 $438.7M
Manufacturers Life Insurance Company, The 0.36% Add +11.5% 653,313 $437.3M
Stifel Financial Corp. 0.40% Reduce -0.8% 651,144 $435.8M
Nissay Asset Management Corp. /Japan 2.40% No change 650,447 $435.3M
Equitable Holdings, Inc. 3.18% Add +3.4% 645,448 $432.0M
Evoke Wealth, LLC 8.91% Reduce -0.7% 638,360 $427.3M
Tiaa Trust, National Association 1.03% Reduce -1.7% 635,696 $425.5M
Tidal Investments LLC 1.81% Add +0.8% 635,609 $425.4M
CKW Financial Group 46.12% Reduce -5.7% 629,717 $423.1M
Matson Money. Inc. 13.80% Add +1.0% 626,530 $419.3M
Steward Partners Investment Advisory, LLC 2.38% Add +45.4% 619,601 $414.7M
Avidian Wealth Enterprises, LLC 15.60% Add +2.0% 618,683 $414.1M
Cahaba Wealth Management, Inc. 29.67% Add +1.4% 612,156 $409.7M
Genworth Financial Inc 92.08% No change 601,470 $402.6M
Aspiriant, LLC 12.25% Reduce -4.2% 598,429 $400.5M
Farther Finance Advisors, LLC 6.03% Add +7.6% 595,807 $398.8M
Quotient Wealth Partners, LLC 10.66% Add +0.1% 581,307 $389.1M
NorthCoast Asset Management LLC 1.50% Add +19.9% 572,969 $383.5M
Investment Management Corp of Ontario 5.75% Reduce -4.8% 565,944 $378.8M
Main Management Fund Advisors LLC 36.55% Reduce -14.4% 563,400 $377.1M
Orgel Wealth Management, LLC 8.36% Add +2.5% 547,398 $366.4M
State Street Corp. 0.01% Add +20.4% 546,829 $366.0M
OP Asset Management Ltd 4.82% Add +0.2% 546,238 $365.6M
Ritholtz Wealth Management 7.09% Add +2.0% 544,892 $364.7M
Moneta Group Investment Advisors LLC 2.86% Add +2.0% 537,962 $360.1M
Legacy Wealth Management, LLC 21.18% Add +1.4% 537,532 $359.8M
HSBC Holdings PLC 0.21% Reduce -24.2% 536,752 $359.2M
Clark Capital Management Group, Inc. 2.19% Add +54.0% 521,564 $349.1M
Bank of Finland 21.32% Add +0.3% 520,303 $348.2M
Journey Strategic Wealth LLC 9.72% Add +0.3% 514,991 $344.7M
Fort Washington Investment Advisors Inc. 1.85% Reduce -0.1% 509,507 $341.0M
Klingman & Associates, LLC 17.14% Reduce -0.8% 507,621 $339.8M
Charter Oak Capital Management, LLC 26.65% Reduce -3.3% 507,359 $339.6M
Halbert Hargrove Global Advisors, LLC 16.43% Add +0.9% 501,871 $335.9M
Two Sigma Investments, LP 0.54% Reduce -11.3% 500,700 $335.1M
WealthNavi Inc. 3.11% Add +16.3% 500,587 $335.0M
Teacher Retirement System of Texas 1.33% Reduce -3.2% 495,372 $331.6M
Fifth Third Wealth Advisors LLC 12.17% Add +6.4% 493,275 $330.1M
Mirae Asset Global Investments Co., Ltd. 1.03% Reduce -11.0% 490,717 $328.4M
Ally Invest Advisors Inc. 23.36% Add +1.0% 486,555 $325.7M
Haverford Trust Co 2.86% Add +7.7% 473,654 $317.0M
Midland Wealth Advisors, LLC 16.79% Add +29.2% 469,011 $313.9M
AE Wealth Management LLC 1.99% Add +15.7% 466,917 $312.5M
Sun Life Financial Inc. 15.85% No change 464,479 $310.9M
GR Financial Group, LLC 71.64% Add +0.0% 462,976 $309.9M
Traphagen Investment Advisors LLC 26.66% Add +1.5% 462,767 $309.7M
Mitsubishi UFJ Trust & Banking Corp 0.66% Add +5.5% 450,542 $301.5M
Norinchukin Bank, The 4.03% No change 448,980 $300.5M
Orion Porfolio Solutions, LLC 2.32% Add +17.2% 446,709 $299.0M
Blair William & Co. 0.80% Add +2.3% 446,312 $298.7M
Clearstead Advisors, LLC 4.27% Add +0.4% 437,494 $292.8M
Citizens Financial Group Inc. 4.00% Add +2.4% 436,512 $292.2M
LBMC Investment Advisors, LLC 18.39% Reduce -1.1% 431,124 $288.6M
Fragasso Financial Advisors Inc 17.92% Add +2.9% 427,130 $287.2M
Whittier Trust Co. 3.26% Add +0.6% 426,405 $286.7M
CIBC Private Wealth Group LLC 0.49% Add +0.2% 426,194 $285.3M
Planning Alternatives Ltd. 36.09% Reduce -0.1% 419,847 $281.0M
Toews Corp. 39.88% Add +1.5% 416,990 $279.1M
Lido Advisors, LLC 1.15% Add +1.1% 414,274 $277.3M
Hirtle & Co., LLC 10.95% Add +5.8% 413,758 $276.9M
Prudential PLC 1.99% Add +8.3% 404,550 $270.8M
Apexium Financial, LP 13.15% Add +2.7% 403,917 $270.3M
AustralianSuper Pty Ltd 1.28% New 403,717 $270.2M
Wellspring Financial Advisors, LLC 24.79% Reduce -17.9% 403,171 $269.8M
Wealthspire Retirement, LLC 17.11% Reduce -0.3% 400,440 $268.0M
First Hawaiian Bank 33.56% Reduce -1.3% 390,881 $261.6M
Beacon Pointe Advisors, LLC 2.22% Add +36.7% 390,322 $261.2M
Zions Bancorporation, National Association 12.90% Add +38.6% 390,054 $261.1M
Taiyo Life Insurance Co. 22.61% No change 385,475 $258.0M
SummitTX Capital, L.P. 10.71% Reduce -21.6% 384,700 $257.5M
Gotham Asset Management 1.12% Add +40.6% 382,840 $256.2M
Private Advisor Group, LLC 1.25% Add +6.3% 380,945 $255.0M
RKL Wealth Management LLC 21.67% Reduce -3.0% 379,808 $254.2M
Farmers & Merchants Investments Inc. 7.21% Reduce -3.6% 379,752 $254.2M
Hancock Whitney Corp. 4.62% Reduce -0.3% 379,364 $253.9M
Steele Capital Management, Inc. 11.13% Add +0.4% 375,050 $251.0M
Hantz Financial Services, Inc. 3.77% Add +21.5% 372,307 $249.2M
Ashford Advisors, LLC 54.98% Reduce -6.6% 371,344 $248.5M
Prosperity Consulting Group, LLC 12.24% Add +167.8% 370,961 $248.3M
Daido Life Insurance Co. 35.62% Add +5.2% 369,902 $247.6M
Ballentine Partners, LLC 3.39% Reduce -0.8% 365,266 $244.5M
Analyst IMS Investment Management Services Ltd. 7.52% No change 361,284 $241.8M
Wellington Management Group LLP 0.04% Reduce -0.1% 355,853 $238.2M
JNBA Financial Advisors 21.44% Add +46.5% 352,580 $236.0M
Tarbox Family Office, Inc. 34.46% Reduce -6.8% 350,774 $234.8M
Victory Capital Management Inc. 0.14% Reduce -9.3% 350,473 $234.6M
Allspring Global Investments Holdings, LLC 0.37% Reduce -41.7% 345,794 $232.3M
Banco Bilbao Vizcaya Argentaria, S.A. 1.76% Add +185.2% 345,688 $230.7M
Stratos Wealth Partners, LTD. 2.70% Add +5.5% 339,315 $227.1M
Securian Asset Management, Inc. 5.94% Add +976.9% 334,900 $224.1M
TFC Financial Management, Inc. 28.70% Reduce -0.0% 334,694 $224.0M
Endurance Services Ltd 37.25% New 332,351 $222.4M
Legacy Private Trust Co. 13.19% Add +0.0% 329,338 $220.4M
GTS Securities LLC 8.33% Add +264.6% 323,900 $216.8M
Sanctuary Advisors, LLC 1.24% Reduce -17.3% 323,125 $216.3M
Sofi Wealth, LLC 11.36% Reduce -7.2% 315,252 $211.0M
Apollon Wealth Management, LLC 3.75% Add +3.2% 314,526 $210.5M
Linscomb Wealth, Inc. 8.95% Reduce -1.4% 310,380 $207.7M
Lazard Asset Management LLC 0.28% Reduce -3.6% 307,431 $205.8M
Integrated Wealth Concepts LLC 1.83% Reduce -2.9% 305,277 $204.3M
Glenview Trust Co 3.24% Reduce -0.5% 305,040 $204.2M
True Link Financial Advisors, LLC 13.07% Add +0.3% 303,423 $203.1M
Freestone Grove Partners LP 1.50% New 300,670 $201.2M
Gryphon Financial Partners LLC 22.93% Reduce -0.0% 300,431 $201.1M
Allstate Corp. 4.53% Add +75.0% 296,629 $198.5M
Sigma Planning Corp 5.58% Reduce -4.9% 293,042 $196.1M
First Foundation Advisors 7.24% Reduce -1.6% 292,432 $195.7M
Vantagepoint Investment Advisers LLC 1.60% Reduce -44.3% 291,920 $195.4M
Ellenbecker Investment Group 28.68% Reduce -3.8% 290,019 $194.1M
Sagespring Wealth Partners, LLC 3.78% Add +4.1% 375,360 $193.1M
Lee Financial Co 23.89% Add +3.1% 283,860 $190.0M
Heck Capital Advisors, LLC 14.67% Add +4.8% 283,481 $189.7M
AQR Capital Management 0.12% Add +48.3% 281,328 $188.3M
Mizuho Markets Americas LLC 3.94% Add +277.6% 279,172 $186.8M
Gilbert & Cook, Inc. 23.78% Reduce -3.3% 276,476 $185.0M
Ullmann Wealth Partners Group, LLC 20.01% Add +5.1% 273,661 $183.2M
Soundwatch Capital LLC 29.29% Reduce -81.9% 272,845 $182.6M
JB Capital LLC 7.87% Add +8.5% 272,479 $182.4M
Federation des caisses Desjardins du Quebec 0.72% Add +4.3% 271,987 $182.0M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -7.8% 270,258 $180.9M
Principal Securities, Inc. 2.96% Add +28.6% 268,803 $179.9M
Lowe Brockenbrough & Co. Inc. 9.22% Add +3.9% 267,725 $179.2M
Dakota Wealth Management 3.59% Reduce -1.4% 265,941 $178.0M
Bangor Savings Bank 14.82% Reduce -0.1% 265,802 $177.9M
Modera Wealth Management, LLC 2.06% Reduce -1.6% 265,210 $177.5M
Kayne Anderson Rudnick Investment Management LLC 0.43% Add +0.0% 264,924 $177.4M
Merit Financial Group, LLC 1.62% Add +4.0% 263,998 $176.7M
BLB&B Advisors, LLC 7.51% Add +4.7% 259,802 $173.9M
Atlantic Union Bankshares Corp 3.27% Reduce -0.2% 259,674 $173.8M
Element Pointe Advisors, LLC 36.97% Add +0.4% 259,216 $173.5M
Calamos Wealth Management LLC 6.33% Add +1.0% 258,633 $173.1M
Goelzer Investment Management, Inc. 9.13% Add +0.2% 257,321 $172.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.22% Add +3.5% 255,149 $170.8M
Phillips Financial Management, LLC 11.18% Add +2.8% 253,307 $169.5M
DT Investment Partners, LLC 14.09% Add +47.9% 248,897 $166.6M
Quantinno Capital Management LP 0.45% Add +39.6% 245,047 $164.0M
Spire Wealth Management 5.56% Add +17.3% 244,100 $163.4M
Mesirow Financial Investment Management, Inc. 2.90% Add +0.1% 241,999 $162.0M
Stairway Partners, LLC 8.59% No change 241,631 $161.7M
Montag A & Associates Inc. 7.30% Add +0.5% 236,431 $158.2M
Mandatum Life Insurance Co Ltd 37.76% Add +4.9% 236,197 $158.1M
BlueStem Wealth Partners, LLC 18.08% Reduce -1.3% 235,916 $157.9M
Summit Financial, LLC 2.41% Add +26.1% 235,307 $157.5M
Valeo Financial Advisors, LLC 3.59% Add +5.0% 234,868 $157.2M
Financial Synergies Wealth Advisors, Inc. 15.78% Reduce -0.6% 232,830 $155.8M
Crestwood Advisors Group, LLC 2.64% Add +77.8% 231,775 $155.1M
Quadrant Capital Group LLC 5.04% Add +0.5% 231,723 $155.1M
McNamara Financial Services, Inc. 28.77% Reduce -0.5% 231,297 $154.8M
Armstrong Advisory Group, Inc. 10.91% Add +2.9% 231,222 $154.8M
FineMark National Bank & Trust 5.01% Add +2.1% 229,378 $153.5M
Litman Gregory Wealth Management LLC 11.31% Reduce -0.6% 227,080 $152.0M
Commerce Bank 0.83% Reduce -0.5% 223,832 $149.8M
Leverty Financial Group, LLC 38.86% Reduce -0.9% 223,706 $149.7M
Financial Engines Advisors L.L.C. 0.29% Reduce -3.7% 223,312 $149.5M
Daiwa Securities Group Inc. 0.51% Reduce -16.3% 223,024 $149.3M
Home Federal Bank of Tennessee 39.92% Reduce -0.9% 222,951 $149.2M
Bank of Hawaii 7.43% Reduce -0.8% 222,238 $148.7M
Single Point Partners, LLC 30.09% Add +1.3% 221,488 $148.2M
Bricktown Capital, LLC 24.37% Add +0.6% 220,995 $147.9M
Atria Investments, Inc 1.69% Reduce -0.8% 220,604 $147.7M
OneDigital Investment Advisors LLC 1.51% Add +1.8% 219,553 $146.9M
Mutual Advisors, LLC 3.22% Add +13.6% 216,639 $146.2M
RPTC Inc. 25.31% Add +0.3% 216,582 $145.0M
Prime Capital Investment Advisors, LLC 1.79% Reduce -3.1% 212,508 $142.2M
Capital Analysts, LLC 4.13% Add +3.1% 211,654 $141.7M
Sumitomo Mitsui Financial Group, Inc. 2.47% New 210,000 $140.6M
Mason Street Advisors, LLC 14.55% Reduce -22.3% 209,670 $140.3M
RiverFront Investment Group, LLC 2.46% Add +1.1% 209,419 $140.2M
HB Wealth Management, LLC 0.94% Add +2.6% 207,034 $138.6M
PKO Investment Management Joint-Stock Co 11.74% Add +31.1% 205,246 $137.4M
Narwhal Capital Management 10.11% Add +3.8% 203,919 $136.5M
Alternative Investment Advisors, LLC. 61.91% Add +3.5% 203,479 $136.2M
Resonant Capital Advisors, LLC 7.92% Add +28.4% 202,970 $135.8M
Schonfeld Strategic Advisors LLC 0.95% New 202,655 $135.6M
Fulton Breakefield Broenniman LLC 8.75% Add +11.3% 202,441 $135.5M
First Interstate Bank 7.44% Reduce -0.2% 201,313 $134.7M
St. Clair Advisors, LLC 35.62% Reduce -2.2% 200,494 $134.2M
Rezny Wealth Management, Inc. 29.88% Reduce -1.5% 198,386 $132.8M
Bridges Investment Management Inc. 1.70% Add +2.8% 198,247 $132.7M
Geneos Wealth Management Inc. 3.36% Add +0.1% 197,730 $132.3M
Crewe Advisors LLC 12.57% New 196,850 $131.8M
University of Chicago 64.04% Add +154.6% 195,789 $131.0M
Ferguson Wellman Capital Management, Inc. 2.12% Add +5.1% 195,292 $130.7M
BSW Wealth Partners 16.09% Add +3.6% 192,997 $129.2M
Advisory Services Network, LLC 1.89% Add +11.9% 192,842 $129.1M
Abundance Wealth Counselors 21.96% Reduce -1.8% 191,409 $128.1M
HORAN Wealth, LLC 20.17% Add +5370.6% 191,199 $128.0M
Valley Forge Investment Consultants Inc. Adv 37.10% Add +5.3% 189,524 $126.8M
BBR Partners, LLC 7.31% Reduce -0.0% 189,410 $126.8M
Financial Advisory Corp 18.44% Reduce -0.7% 187,111 $125.2M
Mackenzie Financial Corp. 0.15% Reduce -5.4% 186,705 $125.0M
Ensign Peak Advisors, Inc 0.20% Reduce -21.3% 186,117 $124.6M
Core Wealth Advisors, Inc. 32.36% Add +0.9% 185,431 $124.1M
StoneX Group Inc. 5.41% Add +1.3% 184,985 $123.8M
Robertson Stephens Wealth Management, LLC 3.70% Reduce -9.3% 183,207 $122.6M
Rwa Wealth Partners, LLC 1.38% Reduce -3.6% 181,955 $121.8M
Catalyst Financial Partners LLC 14.66% Add +2.6% 181,648 $121.6M
Winthrop Advisory Group LLC 10.54% Add +2.0% 180,084 $120.5M
Integrity Alliance, Llc. 5.63% Add +9.4% 178,400 $119.4M
Pure Financial Advisors, LLC 1.89% Add +1.9% 177,575 $118.9M
Caliber Wealth Management, LLC / KS 13.20% Add +14.4% 176,946 $118.4M
Janus Henderson Group PLC 0.05% Add +20.5% 176,528 $118.2M
Alps Advisors Inc. 0.65% Reduce -1.1% 175,244 $117.3M
Bryn Mawr Trust Advisors, LLC 5.73% Add +4.9% 172,587 $115.5M
Ieq Capital, LLC 0.35% Add +14.8% 172,104 $115.2M
Mizuho Bank, Ltd. 12.78% Add +91.1% 172,000 $115.1M
Wealth Group Ltd 26.63% Reduce -8.7% 171,964 $115.1M
Callan Family Office, LLC 3.66% Reduce -7.2% 171,538 $114.8M
Advisors Capital Management, LLC 1.44% Add +8.4% 171,391 $114.7M
Stock Yards Bank & Trust Co. 3.57% Add +3.6% 170,359 $114.0M
Brookstone Capital Management 1.35% Reduce -0.4% 169,462 $113.4M
D.A. Davidson & Co. 0.72% Reduce -0.1% 169,174 $113.2M
King Wealth Management Group 14.18% Add +3.1% 168,574 $112.8M
Forvis Mazars Wealth Advisors, LLC 2.24% Add +1.7% 168,405 $112.7M
First Commonwealth Financial Corp 18.88% Add +0.2% 168,336 $112.7M
Perigon Wealth Management, LLC 2.29% Reduce -8.8% 167,542 $112.1M
Chandler Asset Management, Inc. 18.40% Add +14.2% 167,501 $112.1M
McKinley Carter Wealth Services, Inc. 5.88% Add +0.6% 167,297 $112.0M
Integrated Advisors Network LLC 4.67% Add +1.7% 165,971 $111.1M
FFT Wealth Management LLC 20.38% Add +4.7% 165,827 $111.0M
Hennion & Walsh Asset Management, Inc. 4.01% Add +1.8% 165,607 $110.8M
Onyx Bridge Wealth Group LLC 11.98% Add +12.3% 164,673 $110.2M
Citigroup Inc. 0.08% Reduce -7.2% 164,535 $110.1M
CenturyLink Investment Management Co 100.00% No change 163,204 $109.2M
First Citizens Bank & Trust Co. 2.35% Reduce -2.9% 162,717 $108.9M
Assetmark, Inc. 0.23% Reduce -82.2% 161,674 $108.2M
Sumitomo Life Insurance Co. 3.32% New 160,000 $107.1M
Requisite Capital Management, LLC 17.96% Add +30.0% 159,684 $106.9M
Ironclad Investments LLC 50.10% Reduce -0.9% 157,664 $105.5M
Whittier Trust Co. of Nevada Inc. 2.23% Add +0.9% 155,973 $104.9M
Arvest Bank Trust Division 5.77% Reduce -3.3% 155,532 $104.1M
Satovsky Asset Management LLC 20.78% Reduce -3.4% 155,531 $104.1M
BW Gestao de Investimentos Ltda. 7.85% New 155,000 $103.7M
Old National Bancorp 1.77% Add +1.2% 154,565 $103.5M
Arrowstreet Capital, Limited Partnership 0.06% Add +32.1% 152,752 $102.2M
Barclays PLC 0.04% Add +175.1% 151,829 $101.6M
Tortoise Investment Management, LLC 9.04% Add +1.4% 151,604 $101.5M
Orrstown Financial Services Inc. 17.32% Add +13.4% 151,239 $101.2M
PDS Planning, Inc 6.99% Add +1.6% 150,973 $101.0M
Eastern Bank 1.79% Add +9.7% 150,509 $100.7M
Teramo Advisors, LLC 36.30% Add +43.3% 150,500 $100.7M
Amtrust Financial Services, Inc. 33.81% No change 150,300 $100.6M
3EDGE Asset Management, LP 5.67% Reduce -5.8% 150,148 $100.5M
LMR Partners LLP 1.93% New 150,000 $100.4M
Divergent Planning, LLC 26.37% Add +2.8% 147,527 $99.2M
Proathlete Wealth Management LLC 28.35% Add +3.6% 147,133 $98.5M
Global Retirement Partners, LLC 2.19% Add +4.4% 145,842 $97.6M
Vicus Capital 7.43% Reduce -57.0% 145,325 $97.3M
Betterment LLC 0.19% Reduce -3.2% 144,862 $97.0M
Ritter Daniher Financial Advisory LLC / DE 17.00% Add +1.8% 144,232 $96.5M
Cambridge Associates LLC /Ma/ 1.77% Add +13.1% 144,201 $96.5M
Glenmede Investment Management, LP 0.46% Add +6.3% 143,578 $96.1M
Summit Financial Strategies, Inc. 8.16% Add +3.6% 142,156 $95.1M
Icon Wealth Advisors, LLC 6.44% Reduce -1.0% 141,858 $94.9M
Cape Cod Five Cents Savings Bank 8.67% No change 164,213 $94.7M
RTD Financial Advisors, Inc. 11.38% Add +1.1% 141,479 $94.7M
JGP Wealth Management, LLC 10.46% Add +7.5% 140,372 $94.4M
Great Lakes Advisors, LLC 0.79% Add +1.4% 140,586 $94.1M
Pinnacle Associates Ltd. 1.24% Add +1.5% 139,479 $93.4M
Arcataur Capital Management LLC 27.38% Reduce -0.8% 139,179 $93.2M
Cibc World Market Inc. 0.19% Add +22.9% 139,148 $93.1M
Progeny 3, Inc. 4.80% No change 139,069 $93.1M
Choreo, LLC 1.21% Reduce -0.4% 138,598 $92.8M
Wilmington Savings Fund Society, FSB 2.23% Add +0.2% 138,131 $92.5M
Country Trust Bank 2.01% Add +1.0% 137,328 $91.9M
Private Wealth Asset Management, LLC 10.83% Add +103.8% 137,186 $91.8M
Cardinal Strategic Wealth Guidance 24.69% Reduce -0.6% 137,130 $91.8M
Guggenheim Capital LLC 0.68% Add +65.5% 136,471 $91.3M
Physician Wealth Advisors, Inc. 12.91% Add +0.6% 135,468 $90.7M
Baker Avenue Asset Management, LP 2.17% Add +2.8% 135,233 $90.5M
Pine Ridge Advisers LLC 6.19% Add +0.0% 135,009 $90.4M
Compound Planning, Inc. 2.93% Add +16.2% 135,005 $90.4M
Bleakley Financial Group, LLC 2.09% Reduce -8.3% 134,350 $89.9M
Gray Private Wealth, LLC 45.33% Reduce -0.2% 134,278 $89.9M
Chevy Chase Trust Holdings, LLC 0.25% Reduce -6.1% 133,856 $89.6M
BankPlus Trust Department 23.87% Add +0.3% 133,227 $89.2M
AMG National Trust Bank 2.15% Add +0.1% 131,513 $88.0M
Centerpoint Advisors, LLC 27.06% Add +0.1% 130,306 $87.2M
Bokf, NA 1.31% Add +0.6% 130,277 $87.2M
Amarillo National Bank 15.28% Reduce -8.8% 129,884 $86.9M
Accredited Investors Inc. 4.82% Add +0.2% 129,176 $86.5M
AdvisorNet Financial, Inc 4.89% Add +17.0% 128,909 $86.3M
Curi Capital, LLC 1.58% Reduce -2.3% 128,483 $86.0M
Bryant Woods Investment Advisors, LLC 33.47% Add +0.6% 127,876 $85.6M
American Century Companies Inc. 0.04% Add +109.6% 127,650 $85.4M
Trilogy Capital Inc. 3.95% Add +6.0% 127,626 $85.4M
Arkadios Wealth Advisors 2.09% Add +18.1% 127,416 $85.3M
Tectonic Advisors LLC 4.62% Add +3.4% 126,289 $84.5M
Lodestar Private Asset Management LLC 8.80% Add +2.7% 125,919 $84.3M
JSF Financial, LLC 18.64% Reduce -4.9% 125,533 $84.0M
Karpus Management, Inc. 2.65% Reduce -2.4% 124,938 $83.6M
SCS Capital Management LLC 0.91% Reduce -0.8% 124,576 $83.4M
Cim Investment Management Inc. 22.53% Reduce -0.3% 124,034 $83.0M
TCP Asset Management, LLC 14.79% Add +1.1% 123,864 $82.9M
Hudock, Inc. 12.59% Reduce -0.7% 123,825 $82.9M
Balentine LLC 3.05% Add +1.2% 123,805 $82.9M
New Republic Capital, LLC 25.21% Reduce -0.5% 122,913 $82.3M
Allworth Financial LP 0.36% Add +2.0% 122,758 $82.2M
Vision Capital Management, Inc. 10.12% Reduce -1.2% 122,609 $82.1M
Simon Quick Advisors, LLC 3.71% Add +8.4% 122,518 $82.0M
Ashton Thomas Private Wealth, LLC 2.12% Add +76.4% 122,084 $81.7M
New England Professional Planning Group Inc. 37.12% Add +0.1% 125,125 $81.0M
Courier Capital LLC 4.63% Reduce -1.7% 120,761 $80.8M
Oppenheimer & Co. Inc. 0.98% Reduce -0.7% 120,112 $80.4M
Stonegate Investment Group, LLC 1.87% No change 120,080 $80.4M
Ledyard National Bank 7.19% Reduce -1.4% 119,888 $80.2M
Grant Street Asset Management, Inc. 16.94% Add +0.6% 119,794 $80.2M
Modern Wealth Management, LLC 1.59% Reduce -0.2% 119,775 $80.2M
Regal Investment Advisors LLC 5.18% Add +5.7% 118,892 $79.6M
Financial Partners Group, Inc 9.90% Add +3.0% 118,781 $79.5M
USA Financial Formulas 14.00% Add +284.4% 118,728 $79.5M
Destination Wealth Management 2.19% Add +0.4% 118,547 $79.3M
Wealth Architects, LLC 7.43% Reduce -1.2% 117,610 $78.7M
Well Done, LLC 13.39% Add +2.5% 117,478 $78.6M
ESL Trust Services, LLC 15.39% Reduce -1.3% 117,191 $78.4M
J.W. Cole Advisors, Inc. 1.50% Add +0.8% 116,962 $78.3M
AlTi Global, Inc. 1.83% Add +431.0% 128,515 $78.0M
Gries Financial LLC 12.29% Add +0.4% 116,116 $77.7M
Mascoma Wealth Management LLC 17.00% Reduce -0.8% 115,237 $77.1M
Savant Capital, LLC 0.47% Add +1.8% 114,621 $76.7M
Deutsche Bank AG 0.03% Add +0.4% 114,465 $76.6M
Conrad N. Hilton Foundation 89.75% Reduce -16.7% 114,347 $76.5M
Country Club Bank 4.53% Add +3.9% 114,691 $76.5M
Meridian Wealth Advisors, LLC 10.82% Add +4.6% 113,823 $76.2M
Wolverine Trading, LLC 1.53% Add +849.1% 114,203 $76.1M
Avior Wealth Management, LLC 2.43% Reduce -5.8% 112,633 $75.4M
Wharton Business Group, LLC 3.29% Reduce -0.2% 112,599 $75.4M
Composition Wealth, LLC 1.13% Add +9.8% 112,500 $75.3M
Asio Capital, LLC 11.09% Add +5.0% 110,661 $74.1M
BOK Financial Private Wealth, Inc. 4.66% Reduce -1.1% 110,594 $74.0M
HighMark Wealth Management LLC 32.18% Reduce -0.9% 109,177 $73.1M
Heritage Investment Group, Inc. 11.63% Add +1.3% 108,540 $72.6M
Standpoint Asset Management, LLC 16.41% Reduce -15.4% 108,500 $72.6M
Smith, Moore & Co. 5.54% Add +0.2% 108,084 $72.3M
Bull Oak Capital, LLC 30.72% Add +3.3% 108,076 $72.3M
Ironwood Financial, llc 12.71% Add +10.6% 107,184 $71.7M
Coyle Financial Counsel LLC 16.53% Add +7.1% 107,161 $71.7M
Alaska Permanent Capital Management, LLC 5.26% Reduce -8.9% 106,840 $71.5M
MV Capital Management, Inc. 6.84% Reduce -3.4% 106,512 $71.3M
Harfst & Associates, Inc. 13.07% Reduce -0.7% 105,901 $70.9M
Passaic Partners LLC 8.53% Reduce -3.1% 105,817 $70.8M
Focus Financial Network, Inc. 2.52% Reduce -1.7% 105,784 $70.8M
Kestra Private Wealth Services, LLC 0.92% Reduce -12.7% 104,718 $70.1M
Consilio Wealth Advisors, LLC 22.94% Add +0.1% 104,328 $69.8M
Beam Wealth Advisors, Inc. 19.02% Add +4.2% 104,298 $69.8M
Rakuten Investment Management, Inc. 0.25% — 104,287 $69.5M
KMG Fiduciary Partners, LLC 4.65% Add +5.2% 103,445 $69.2M
Cantor Fitzgerald Investment Advisors L.P. 4.70% Add +1.8% 103,374 $69.2M
Bar Harbor Wealth Management 4.15% Reduce -1.8% 103,334 $69.2M
26North Partners LP 100.00% Add +0.2% 103,277 $69.1M
KMT Wealth Management, LLC 37.05% Add +0.2% 102,783 $68.8M
Buck Wealth Strategies, LLC 9.41% Add +9.9% 102,564 $68.6M
Crescent Grove Advisors, LLC 6.54% Reduce -1.2% 101,993 $68.3M
IHT Wealth Management, LLC 1.73% Add +1.1% 101,984 $68.3M
Strategic Point Investment Advisors, LLC 9.71% Add +2.6% 101,016 $67.6M
Conning Inc. 2.36% Reduce -1.3% 100,546 $67.3M
Pictet Asset Management Holding SA 0.06% Add +43.8% 100,820 $67.2M
Savvy Advisors, Inc. 3.09% Add +27.8% 100,441 $67.2M
Wela Strategies, Inc. 25.49% Reduce -3.8% 100,417 $67.2M
Fiducient Advisors LLC 7.85% Add +1.1% 100,415 $67.2M
Baltimore-Washington Financial Advisors, Inc. 2.87% Add +2.7% 100,126 $67.0M
Bristlecone Advisors, LLC 5.60% Add +3.7% 100,119 $67.0M
Visionary Wealth Advisors 3.11% Add +7.3% 99,683 $66.7M
Ssi Investment Management LLC 25.06% Add +7.9% 99,055 $66.3M
NerdWallet Wealth Partners, LLC 32.46% — 99,045 $66.2M
Concurrent Investment Advisors, LLC 1.13% Add +10.3% 98,049 $65.6M
Golden State Wealth Management, LLC 7.24% Reduce -0.5% 97,984 $65.6M
Crestmont Private Wealth LLC 21.58% Reduce -1.7% 97,594 $65.3M
CLG LLC 17.72% Add +13.4% 97,218 $65.1M
Lineweaver Wealth Advisors, LLC 9.52% Add +0.5% 97,127 $65.0M
Affinity Capital Advisors, LLC 9.98% Add +5.5% 96,556 $64.9M
Towercrest Capital Management 10.39% Add +10.9% 96,751 $64.8M
KFA Private Wealth Group, LLC 18.45% Reduce -0.4% 96,483 $64.6M
Bank of Stockton 18.37% Add +0.8% 96,296 $64.5M
Banco Santander, S.A. 0.57% Add +4.8% 95,756 $64.1M
State of Wisconsin Investment Board 0.15% Add +31.8% 95,585 $64.0M
Parker Investment Management, LLC 8.68% Add +3.1% 95,039 $63.6M
Twele Capital Management, Inc. 11.67% Reduce -1.5% 94,488 $63.2M
Per Stirling Capital Management, LLC. 7.56% Reduce -1.9% 94,420 $63.2M
Parkside Investments, LLC 7.87% Add +0.6% 94,123 $63.0M
Roth Financial Partners LLC 21.21% Add +1.2% 94,035 $62.9M
Financial Management Network Inc. 10.27% Add +1.2% 92,282 $62.3M
Highland Capital Management, LLC 3.08% Reduce -0.0% 92,498 $61.9M
Independent Financial Group, LLC 1.47% Add +6.7% 91,730 $61.4M
CX Institutional 1.86% Add +0.5% 91,679 $61.4M
Waterford Advisors, LLC 21.16% Add +2750.5% 91,443 $61.2M
Beaumont Financial Advisors, LLC 4.07% Reduce -6.3% 90,980 $60.9M
Midwest Trust Co 0.79% Add +2.0% 90,681 $60.7M
Natixis Advisors, LLC 0.09% Add +7.0% 90,447 $60.5M
Madrona Financial Services, LLC 13.32% Add +1.4% 90,236 $60.4M
TD Waterhouse Canada Inc. 0.39% Add +26.8% 89,856 $60.2M
Simplicity Wealth,LLC 3.49% Reduce -13.0% 90,002 $60.2M
Oxford Financial Group, LTD. LLC 3.39% Reduce -0.9% 89,621 $60.0M
Unique Wealth, LLC 8.76% Reduce -9.4% 89,252 $59.7M
Sequoia Financial Advisors, LLC 0.36% Add +1.0% 89,226 $59.7M
Rhumbline Advisers 0.05% Add +9.2% 88,838 $59.5M
Ancora Advisors LLC 1.19% Add +0.3% 88,428 $59.2M
Rogco, LP 20.76% Add +3.3% 88,303 $59.1M
Beaumont Asset Management, L.L.C. 29.57% Add +1.8% 87,814 $58.8M
Rafferty Asset Management, LLC 0.19% No change 87,516 $58.6M
Marino, Stram & Associates LLC 10.49% Add +1.7% 87,135 $58.3M
Bontempo Ohly Capital Mgmt LLC 25.21% Reduce -0.0% 86,963 $58.2M
Smithfield Trust Co 2.60% Reduce -1.1% 86,914 $58.2M
AAF Wealth Management, LLC 26.27% Add +2.2% 86,641 $58.0M
Diversified Enterprises, LLC 3.90% Add +0.2% 86,518 $57.9M
Baron Silver Stevens Financial Advisors, LLC 8.44% Add +5.8% 86,145 $57.7M
Foster Group, Inc. 1.81% Add +4.1% 86,133 $57.6M
Harbour Investments, Inc. 1.31% Add +1.7% 86,100 $57.6M
Colton Groome Financial Advisors, LLC 17.64% Add +5.4% 85,903 $57.5M
Bluesphere Advisors LLC 26.32% Reduce -3.3% 85,771 $57.4M
Sharkey, Howes & Javer 7.36% Add +6.7% 85,541 $57.3M
Fifth Third Securities, Inc. 3.90% Add +5.1% 85,408 $57.2M
Ameritas Advisory Services, LLC 3.74% Add +362.3% 85,379 $57.1M
Bernardo Wealth Planning LLC 11.19% Add +4.0% 85,298 $57.1M
Enclave Advisors LLC 8.70% Reduce -2.1% 85,129 $57.0M
Central Pacific Bank - Trust Division 7.15% Add +7.5% 84,800 $56.8M
MKD Wealth Coaches, LLC 56.52% Reduce -1.6% 84,758 $56.7M
Cranbrook Wealth Management, LLC 11.38% Reduce -0.7% 84,694 $56.7M
Counterpoint Mutual Funds LLC 4.46% No change 84,341 $56.4M
May Hill Capital, LLC 16.54% Add +3.2% 84,331 $56.4M
Riverstone Advisors, LLC 27.67% Add +0.4% 84,300 $56.4M
Sowell Financial Services LLC 2.16% Reduce -2.4% 84,164 $56.3M
Gladstone Institutional Advisory LLC 2.16% Reduce -0.7% 83,981 $56.2M
New World Advisors LLC 10.28% Add +0.6% 83,899 $56.2M
Droms Strauss Advisors Inc. /Mo/ 16.22% Reduce -3.4% 83,608 $56.0M
Shufro Rose & Co. LLC 4.60% Reduce -0.7% 99,455 $55.9M
Swmg, LLC 16.84% Add +4.9% 82,522 $55.7M
Titan Global Capital Management USA LLC 8.18% Add +15.2% 82,975 $55.5M
Buska Wealth Management, LLC 16.66% Reduce -14.6% 82,936 $55.5M
Ackerman Asset Management, LLC 39.62% Reduce -0.3% 82,662 $55.3M
Sovereign Investment Advisors, LLC 15.04% Add +0.3% 82,372 $55.1M
Lakeshore Financial Planning, Inc. 20.45% Add +0.5% 82,339 $55.1M
Rossmore Private Capital 5.84% Add +3.6% 81,044 $54.2M
Bluestem Financial Advisors, LLC 21.18% Add +1.7% 80,842 $54.1M
Colonial Trust Advisors 4.16% Add +3.9% 80,695 $54.0M
Guidance Point Advisors, LLC 13.45% Reduce -3.3% 80,526 $54.0M
M Holdings Securities, Inc. 11.37% New 80,350 $53.8M
Shelter Ins Retirement Plan 59.23% No change 80,061 $53.6M
Greenup Street Wealth Management LLC 8.23% Add +5.1% 80,050 $53.6M
High Note Wealth, LLC 10.73% Add +10.6% 79,846 $53.4M
Snowden Capital Advisors LLC 1.47% Add +0.3% 79,750 $53.4M
International City Management Association Retirement Corp 27.25% No change 79,711 $53.4M
Waller Financial Planning Group, Inc. 12.22% Reduce -0.8% 79,589 $53.3M
Tandem Financial, LLC 19.82% Add +18745.7% 79,529 $53.2M
GoalFusion Wealth Management, LLC 25.40% Add +0.2% 79,490 $53.2M
Keebeck Wealth Management 6.27% Reduce -4.3% 79,246 $53.0M
SkyView Investment Advisors, LLC 6.69% Reduce -1.1% 79,145 $53.0M
Prospera Financial Services Inc 0.90% Reduce -16.0% 79,053 $53.0M
Atlanta Consulting Group Advisors, LLC 12.96% Add +0.8% 79,104 $52.9M
TD Capital Management LLC 4.76% Reduce -1.7% 79,005 $52.9M
Wealth Alliance Advisory Group, LLC 9.50% Reduce -0.5% 78,719 $52.7M
Newton One Investments LLC 15.60% Add +8.3% 78,700 $52.7M
Howe & Rusling Inc. 3.60% Add +3.4% 78,455 $52.5M
Capital Investment Advisors, LLC 0.86% Add +3.3% 77,956 $52.2M
Ameritas Investment Partners, Inc. 1.59% Reduce -31.5% 77,698 $52.0M
Serenus Wealth Advisors, LLC 8.85% Add +0.9% 77,434 $51.8M
Stewardship Advisors, LLC 12.19% Reduce -0.9% 76,994 $51.5M
Waterway Wealth Management, LLC 12.27% Add +79.5% 145,007 $51.4M
Fidelis Capital Partners, LLC 3.96% Add +2.2% 75,819 $50.7M
JFS Wealth Advisors, LLC 2.96% Reduce -2.3% 75,605 $50.6M
Sand Hill Global Advisors, LLC 1.78% Reduce -9.4% 75,541 $50.6M
Cornerstone Wealth Management, LLC 2.78% Reduce -0.1% 75,321 $50.4M
First Financial Bank - Trust Division 4.30% Reduce -3.0% 75,257 $50.4M
Earned Wealth Advisors, LLC 8.27% Add +18.7% 75,027 $50.2M
Stonebridge Capital Advisors LLC 3.57% Add +0.2% 74,734 $50.0M
BankPlus Wealth Management LLC 29.40% Add +2.1% 74,563 $49.9M
Waterloo Capital, L.P. 3.71% Add +1.1% 74,534 $49.9M
Latko Wealth Management, Ltd. 25.21% Reduce -1.8% 74,284 $49.7M
Foundations Investment Advisors, LLC 0.72% Reduce -16.9% 74,258 $49.7M
PKS Advisory Services, LLC 11.54% Reduce -2.0% 74,169 $49.6M
Cornerstone Wealth Group, LLC 3.35% Reduce -2.6% 74,047 $49.6M
GAMCO Investors 0.48% Reduce -0.3% 73,979 $49.5M
Stratos Investment Management, LLC 2.04% Add +23.9% 73,841 $49.4M
Sage Financial Management Group, Inc. 15.70% Add +1.6% 73,481 $49.2M
Harbor Capital Advisors, Inc. 3.82% Reduce -5.8% 73,431 $49.1M
Hoxton Planning & Management, LLC 15.73% Reduce -0.5% 73,051 $48.9M
Alpha Financial Partners LLC 31.62% Add +3.6% 72,644 $48.6M
Argent Trust Co 1.72% Reduce -0.3% 72,503 $48.5M
Spreng Capital Management, Inc. 19.81% Reduce -6.6% 72,239 $48.3M
Peapack Gladstone Financial Corp. 0.63% Reduce -1.2% 72,026 $48.2M
Mather Group, Llc. 0.48% Reduce -1.8% 71,635 $47.9M
Hollencrest Capital Management 1.73% Add +0.5% 71,531 $47.9M
Pps&v Asset Management Consultants, Inc. 27.31% Add +0.9% 70,676 $47.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.75% Reduce -5.1% 70,662 $47.3M
Bailard, Inc. 1.03% Reduce -0.9% 70,542 $47.2M
Patton Fund Management, Inc. 8.46% New 70,352 $47.1M
Cornerstone Advisory, LLC 4.61% Add +4.2% 70,145 $46.9M
Novare Capital Management LLC 3.57% Add +2.6% 70,075 $46.9M
Kelleher Financial Advisors 11.78% Reduce -7.0% 69,994 $46.8M
1900 Wealth Management LLC 3.16% Reduce -3.0% 69,647 $46.6M
Rational Advisors, Inc. 4.85% Add +1.3% 69,433 $46.5M
Westwood Holdings Group Inc. 0.34% Reduce -3.8% 69,192 $46.3M
Fi3 FINANCIAL ADVISORS, LLC 15.65% Reduce -4.1% 69,172 $46.3M
Boulder Wealth Advisors, LLC 21.48% — 69,022 $46.2M
Wescott Financial Advisory Group, LLC 4.14% Add +1.1% 68,902 $46.1M
1832 Asset Management L.P. 0.08% Add +7.8% 68,870 $46.1M
Next Capital Management LLC 15.35% Add +7.1% 68,699 $46.0M
Silvercrest Asset Management Group LLC 0.30% Add +3.0% 68,416 $45.8M
Capital Planning LLC 13.29% Reduce -0.9% 68,158 $45.6M
SteelPeak Wealth, LLC 1.52% Add +17.0% 67,589 $45.2M
Watershed Private Wealth LLC 14.26% Add +5.9% 67,435 $45.1M
MCF Advisors LLC 2.76% Reduce -1.7% 67,368 $45.1M
Integrity Investment Advisors, LLC 29.89% Add +9.6% 67,353 $45.1M
NDWM LLC 30.28% Reduce -0.2% 66,674 $44.6M
Evercore Wealth Management, LLC 0.65% Add +0.3% 66,594 $44.6M
SouthState Bank Corp 2.05% Add +5.4% 66,523 $44.5M
Chokshi & Queen Wealth Advisors, Inc 23.52% Add +2.0% 66,371 $44.4M
HWG Holdings LP 11.21% Reduce -7.5% 66,077 $44.2M
Certuity, LLC 3.03% Add +4.1% 65,933 $44.1M
SigFig Wealth Management, LLC 1.36% Add +15.9% 66,125 $44.1M
Vestor Capital, LLC 2.83% Add +2795.4% 65,841 $44.1M
Portland Global Advisors LLC 4.91% Add +3.1% 65,646 $43.9M
Wealthcare Advisory Partners LLC 0.91% Add +2.2% 65,195 $43.6M
Dorsey & Whitney Trust CO LLC 2.30% Reduce -0.1% 65,001 $43.5M
Corepath Wealth Partners LLC 31.50% Add +16.7% 64,307 $43.4M
CreativeOne Wealth, LLC 1.06% Add +1.8% 64,641 $43.3M
Axiom Financial Strategies, LLC 18.61% Add +28.6% 64,606 $43.2M
Armor Investment Advisors, LLC 13.63% Add +45.7% 64,260 $43.0M
Salus Financial Advisors, LLC 26.38% Add +2.9% 63,914 $42.8M
Washington Trust Bank 3.13% Add +0.5% 63,844 $42.7M
WealthBridge Capital Management, LLC 9.91% Add +2.7% 63,113 $42.2M
Chicago Partners Investment Group LLC 1.10% Add +1.5% 60,794 $42.0M
PCA Investment Advisory Services Inc. 15.52% Add +4.7% 62,535 $42.0M
TD Private Client Wealth LLC 0.94% Reduce -6.4% 62,615 $41.9M
Fort Henry Capital, LLC 26.48% Reduce -1.1% 62,292 $41.7M
Bare Financial Services, Inc 12.42% Add +1.4% 62,117 $41.6M
B. Riley Wealth Advisors, Inc. 2.00% Add +4.8% 62,071 $41.5M
Valmark Advisers, Inc. 0.54% Add +3.5% 62,064 $41.5M
Voya Financial Advisors, Inc. 4.01% Reduce -11.7% 62,297 $41.5M
IFS Advisors, LLC 24.25% Reduce -1.8% 61,913 $41.4M
Arkansas Financial Group, Inc. 6.09% Add +3.9% 61,807 $41.4M
Retirement Income Solutions, Inc. 7.06% Reduce -4.1% 61,729 $41.3M
Rehmann Capital Advisory Group 2.26% Reduce -3.7% 61,695 $41.3M
Stone House Investment Management, LLC 6.95% Add +9.6% 61,656 $41.3M
Capital Advisors Wealth Management, LLC 5.82% Add +1.1% 60,932 $40.8M
Creekmur Asset Management LLC 6.76% Add +4.0% 60,932 $40.8M
Morris Financial Concepts, Inc. 14.69% Add +0.9% 60,761 $40.7M
Enzi Wealth 14.23% Reduce -0.6% 60,942 $40.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.04% Reduce -4.2% 60,286 $40.3M
Greenwood Capital Associates LLC 4.65% Reduce -5.7% 60,248 $40.3M
RFG - Bristol Wealth Advisors, LLC 11.64% Add +56.9% 60,216 $40.3M
Norris Perne & French LLP 2.80% Add +0.1% 60,207 $40.3M
Cisco Systems, Inc. 9.94% No change 60,000 $40.2M
CBIZ Investment Advisory Services, LLC 1.57% Add +0.1% 59,913 $40.1M
City National Bank of Florida 26.33% Add +4.9% 59,605 $39.9M
Flow Traders U.S. LLC 1.63% Reduce -53.1% 59,591 $39.9M
Snider Financial Group 10.88% Add +0.4% 59,589 $39.9M
High Falls Advisors, Inc 8.20% Add +2.9% 59,534 $39.8M
Dynamic Advisor Solutions LLC 1.15% Add +7.3% 59,271 $39.7M
Windsor Capital Management, LLC 10.93% Add +3.8% 59,166 $39.6M
U.S. Capital Wealth Advisors, LLC 1.07% Add +12.5% 59,147 $39.6M
First Horizon Corp. 1.85% — 58,849 $39.4M
Somnio Financial Group, LLC 26.71% Reduce -0.8% 58,846 $39.4M
Blue Trust, Inc. 0.44% Add +0.4% 58,784 $39.3M
Ames National Corp. 23.32% Add +6.2% 58,692 $39.3M
CoreCap Advisors, LLC 1.42% Add +2.5% 58,435 $39.1M
Avondale Wealth Management 20.78% Reduce -0.0% 58,290 $39.0M
Ironwood Wealth Management, LLC. 13.01% Reduce -0.2% 57,990 $38.8M
Clear Creek Financial Management, LLC 3.35% Reduce -0.3% 57,748 $38.7M
Bellwether Advisors, LLC 6.39% Reduce -0.1% 57,744 $38.6M
Apollon Financial, LLC 6.45% Add +102.7% 57,686 $38.6M
Mann Financial Group, Inc. 38.05% — 57,557 $38.5M
SWS Partners 9.37% Add +0.8% 57,361 $38.4M
Vermillion & White Wealth Management Group, LLC 21.80% Add +2.9% 57,235 $38.3M
Nixon Peabody Trust Co. 2.79% Add +12.4% 57,024 $38.2M
German American Bancorp, Inc. 3.37% Add +1.3% 57,014 $38.2M
Landing Point Financial Group, LLC 19.89% Add +11.9% 57,003 $38.2M
Advanced Asset Management Advisors Inc 10.20% Reduce -17.6% 57,000 $38.2M
Sachem Hill LLC 7.61% Reduce -3.5% 56,807 $38.0M
Kapstone Financial Advisors LLC 17.90% Add +6.6% 56,790 $38.0M
Panoramic Capital Partners, LLC 24.42% Add +3.0% 56,782 $38.0M
ZynergyRetirementPlanningLLC 23.96% Reduce -0.5% 56,757 $38.0M
Mayflower Financial Advisors, LLC 4.77% Reduce -4.0% 56,736 $38.0M
Integris Wealth Management, LLC 9.23% Reduce -4.3% 56,659 $37.9M
Parr McKnight Wealth Management Group, LLC 4.97% Add +4.0% 56,547 $37.8M
David J Yvars Group 20.24% Add +0.7% 56,446 $37.8M
Sheets Smith Wealth Management 4.27% Reduce -2.3% 56,409 $37.8M
Mgo One Seven LLC 0.87% Add +9.0% 56,214 $37.6M
PACK Private Wealth, LLC 17.60% Add +1.3% 55,813 $37.4M
Coastline Trust Co 4.00% Reduce -2.3% 55,709 $37.3M
Camelot Technology Advisors, Inc. 29.87% Reduce -3.1% 55,586 $37.2M
Monograph Wealth Advisors, LLC 3.76% Add +1047.8% 55,517 $37.2M
Wealth Alliance, LLC 3.82% Reduce -1.6% 55,492 $37.1M
IFP Advisors, Inc 0.94% Add +4.1% 53,982 $36.1M
Fulton Bank, N.A. 1.26% Add +12.9% 53,910 $36.1M
Obsidian Cio, LLC 4.72% Reduce -1.2% 53,697 $35.9M
Exencial Wealth Advisors, LLC 1.16% Reduce -0.4% 53,402 $35.7M
Sfmg, LLC 2.47% Reduce -0.5% 53,170 $35.6M
Integrated Capital Management, LLC 15.67% Reduce -9.8% 51,667 $35.6M
Kanawha Capital Management LLC 2.45% Reduce -0.7% 53,002 $35.5M
Durante & Waters, LLC 25.94% Reduce -2.3% 52,693 $35.3M
Gradient Capital Advisors, LLC 9.42% Add +0.5% 52,496 $35.1M
Chemung Canal Trust Co. 6.96% Reduce -7.1% 52,209 $34.9M
Soltis Investment Advisors LLC 2.41% Add +2.4% 52,113 $34.9M
Pinnacle Financial Partners Inc 0.84% Reduce -8.5% 52,110 $34.9M
Ballew Advisors, Inc 19.41% Reduce -2.3% 52,267 $34.8M
Orin Green Financial, LLC 13.89% Add +1.4% 51,912 $34.7M
Wealth Quarterback LLC 13.41% Add +3.0% 51,827 $34.7M
River Wealth Advisors LLC 4.05% Add +1.5% 51,730 $34.6M
Syon Capital LLC 1.85% Reduce -0.0% 51,531 $34.5M
Elk River Wealth Management LLC 5.52% Add +0.8% 51,468 $34.4M
VestGen Advisors, LLC 1.15% Add +0.8% 51,350 $34.4M
Susquehanna International Group, LLP 0.05% Reduce -89.9% 51,262 $34.3M
Atlantic Family Wealth, LLC 26.49% Add +0.7% 51,219 $34.3M
Aurdan Capital Management, LLC 10.89% Add +7.4% 51,144 $34.2M
Valley Financial Group, Inc. 19.39% Add +2.0% 51,089 $34.2M
Sonoma Allocations LLC 12.42% — 51,423 $34.1M
WCG Wealth Advisors LLC 2.14% Add +0.0% 50,980 $34.1M
Cypress Financial Planning LLC 10.44% Reduce -1.9% 50,816 $34.0M
RiverGlades Family Offices LLC 20.76% Reduce -1.0% 50,783 $34.0M
World Investment Advisors 0.70% Add +4.5% 50,772 $34.0M
New Insight Wealth Advisors 12.77% Add +3.7% 50,714 $33.9M
Pinnacle Wealth Management Advisory Group, LLC 2.55% Add +2.0% 50,663 $33.9M
Meridian Management Co. 9.07% Add +1.9% 50,649 $33.9M
Alliance Wealth Management Group 7.52% Add +28.1% 50,500 $33.8M
Okabena Investment Services Inc. 6.52% Add +1.2% 50,164 $33.6M
BridgePort Financial Solutions, LLC 8.90% Reduce -2.8% 49,486 $33.1M
Beacon Financial Planning, Inc. 17.13% Reduce -1.0% 49,415 $33.1M
Ascent Capital Management, LLC 26.30% Add +0.6% 49,232 $33.0M
Fortitude Family Office, LLC 8.92% Add +13.3% 49,231 $33.0M
Custos Family Office, LLC 18.48% Reduce -33.8% 48,865 $32.7M
Flagship Private Wealth, LLC 13.08% Add +30.6% 48,635 $32.6M
Vestmark Advisory Solutions, Inc. 0.62% Reduce -36.5% 48,390 $32.4M
Verus Financial Partners, Inc. 3.11% Reduce -0.8% 48,343 $32.4M
Signaturefd, LLC 0.51% Add +0.2% 48,311 $32.3M
CFS Investment Advisory Services, LLC 2.39% Add +2.4% 47,282 $32.2M
NorthLanding Financial Partners, LLC 26.80% Reduce -2.1% 47,981 $32.1M
Smith Chas P & Associates Pa Cpas 2.78% Reduce -31.4% 47,955 $32.1M
Nottingham Advisors, Inc. 4.45% Reduce -0.3% 47,890 $32.1M
Carbahal Olsen Financial Services Group, LLC 25.69% Reduce -0.4% 47,831 $32.0M
Cascade Financial Partners, LLC 3.66% Reduce -2.9% 47,760 $32.0M
Nwam LLC 1.73% Add +0.5% 47,475 $31.9M
Cornerstone Advisors Asset Management, LLC 5.57% Reduce -3.1% 47,624 $31.9M
Brown Wealth Management, LLC 8.92% Reduce -3.0% 47,472 $31.8M
Sandy Cove Advisors, LLC 10.15% Add +1.3% 47,465 $31.8M
Community Bank, N.A. 3.82% Add +0.0% 47,138 $31.5M
Middleton & Co. Inc. 3.40% Reduce -6.3% 47,040 $31.5M
Brighton Jones LLC 0.75% Add +1.8% 46,836 $31.3M
Lee, Kelleher & Klein Wealth Management 19.28% Add +2.6% 46,761 $31.3M
Atlas Legacy Advisors, LLC 6.03% Reduce -3.2% 46,672 $31.2M
O'shaughnessy Asset Management, LLC 0.18% Add +7.3% 46,442 $31.1M
Verger Capital Management LLC 10.08% Add +0.3% 46,420 $31.1M
VeraBank, N.A. 5.80% Add +5.3% 46,392 $31.1M
Pettinga Financial Advisors LLC 6.05% Reduce -1.8% 46,367 $31.0M
Private Client Services, LLC 10.38% Add +29.3% 46,357 $31.0M
Compass Financial Group, Inc. 13.87% Reduce -5.4% 46,189 $30.9M
Pennsylvania Capital Management Inc. 9.01% Add +2.0% 46,134 $30.9M
Verus Capital Partners, LLC 2.40% Reduce -0.8% 46,069 $30.8M
Aptus Capital Advisors, LLC 0.28% Reduce -3.2% 45,999 $30.8M
Meridian Wealth Management, LLC 1.18% Reduce -1.7% 46,168 $30.8M
Benjamin Edwards Inc. 0.35% Add +2.5% 45,836 $30.7M
Silverleafe Capital Partners, LLC 9.45% Add +12.3% 45,705 $30.6M
Atwater Malick LLC 8.88% Add +27.7% 45,703 $30.6M
Breakthru Advisory Services, LLC 19.96% Add +60.2% 45,318 $30.3M
WealthShield Partners, LLC 3.43% Reduce -2.6% 45,151 $30.2M
Citadel Advisors 0.02% Add +163.0% 45,069 $30.2M
Shepherd Financial Partners LLC 2.87% Reduce -0.1% 45,020 $30.1M
Patton Albertson Miller Group, LLC 3.63% Reduce -2.5% 44,946 $30.1M
Sovran Advisors, LLC 2.65% Add +7.0% 43,867 $30.0M
Nomura Asset Management Co. Ltd. 0.08% Reduce -18.2% 44,770 $30.0M
Matrix Trust Co 4.69% Reduce -1.9% 44,766 $30.0M
Altus Wealth Group LLC 12.25% Add +2.4% 44,588 $29.8M
Financiere des Professionnels - Fonds d'investissement inc. 1.72% Add +3.0% 44,400 $29.7M
Grove Bank & Trust 3.47% Add +11.4% 44,318 $29.7M
SVB Wealth LLC 1.59% Reduce -11.9% 44,257 $29.6M
Adapt Wealth Advisors, LLC 10.90% Reduce -1.5% 44,051 $29.5M
Moody National Bank Trust Division 2.49% Add +0.3% 43,985 $29.4M
Acima Private Wealth, LLC 9.16% Add +3.4% 43,700 $29.2M
SageView Advisory Group, LLC 1.01% Reduce -2.5% 43,691 $29.2M
Catalyst Private Wealth, LLC 12.83% Reduce -3.1% 43,677 $29.2M
Intrepid Financial Planning Group LLC 11.14% Reduce -1.7% 43,676 $29.2M
First National Bank of Hutchinson 15.46% Reduce -4.8% 43,649 $29.2M
Aspen Grove Capital, LLC 4.85% Add +0.3% 43,029 $28.8M
Diversify Advisory Services, LLC 0.97% Add +23.0% 41,870 $28.8M
CacheTech Inc. 5.77% Reduce -12.3% 42,848 $28.7M
Drive Wealth Management, LLC 6.06% Reduce -7.8% 42,735 $28.6M
Alpine Bank Wealth Management 4.02% Reduce -0.5% 42,678 $28.6M
Cadinha & Co. LLC 3.87% Add +0.1% 42,585 $28.5M
Adaptive Financial Consulting, LLC 11.37% Reduce -1.8% 42,488 $28.4M
Sanchez Wealth Management Group 6.31% Reduce -1.4% 42,476 $28.4M
Advus Financial Partners, LLC 6.81% Reduce -14.0% 42,360 $28.4M
Vise Technologies, Inc. 1.05% Reduce -27.5% 42,340 $28.3M
National Bank of Canada 0.03% Reduce -38.5% 42,317 $28.3M
CIBC Asset Management Inc 0.08% No change 42,229 $28.3M
Diversified Trust Co. 0.56% Reduce -12.6% 42,201 $28.2M
Lantz Financial LLC 6.25% Add +1.7% 42,195 $28.2M
Cypress Wealth Services, LLC 4.62% Reduce -2.3% 42,136 $28.2M
Continuum Wealth Advisors, LLC 12.02% Add +5.1% 42,124 $28.2M
Adams Wealth Management 6.01% Reduce -12.9% 41,901 $28.0M
Gerber Kawasaki Wealth & Investment Management 0.96% Reduce -0.1% 41,777 $28.0M
One Capital Management, LLC 0.89% Add +3.0% 41,763 $28.0M
JMG Financial Group, Ltd. 0.79% Add +1.5% 41,688 $27.9M
PAX Financial Group, LLC 5.01% Add +10.1% 41,558 $27.8M
HCR Wealth Advisors 2.88% Add +3.5% 41,337 $27.8M
Yukon Wealth Management, Inc. 9.11% Reduce -2.1% 41,522 $27.8M
Fairman Group, LLC 22.38% Add +8.9% 41,512 $27.8M
Keystone Wealth Services, LLC 6.06% Reduce -20.6% 41,468 $27.8M
Naples Global Advisors, LLC 2.15% Reduce -0.9% 41,326 $27.7M
Evermay Wealth Management LLC 3.16% Reduce -3.3% 41,223 $27.6M
William Howard & Co Financial Advisors Inc 23.45% Reduce -5.0% 41,173 $27.6M
Teachers Insurance & Annuity Association of America 32.80% Reduce -0.1% 41,055 $27.5M
Nadler Financial Group, Inc. 2.62% Add +2.8% 41,045 $27.5M
Financial Life Planners 18.43% Add +3.9% 40,992 $27.4M
Birch Hill Investment Advisors LLC 1.16% Reduce -0.7% 40,940 $27.4M
IAG Wealth Partners, LLC 3.29% Reduce -6.3% 40,887 $27.4M
Beacon Investment Advisory Services, Inc. 1.15% Reduce -6.6% 40,884 $27.4M
AMS Capital Ltda 11.16% Reduce -28.5% 40,749 $27.3M
Charles Schwab Trust Co 1.85% Reduce -0.5% 40,683 $27.2M
Riverpoint Wealth Management Holdings, LLC 5.97% Add +0.8% 40,614 $27.2M
Liberty Wealth Management LLC 3.79% Add +1.1% 40,259 $26.9M
Nova R Wealth, Inc. 11.40% Reduce -0.2% 40,179 $26.9M
Vivid Wealth Management, LLC 10.67% Reduce -4.7% 40,106 $26.8M
Wealth Dimensions Group, Ltd. 5.49% Add +0.7% 39,920 $26.7M
Eldridge Investment Advisors, Inc. 6.08% Reduce -29.5% 39,884 $26.7M
WealthPlan Investment Management, LLC 1.77% Add +284.5% 39,849 $26.7M
Human Investing LLC 3.94% Add +1.4% 39,848 $26.7M
American Wealth Advisors, LLC 26.31% — 39,736 $26.6M
MRA Advisory Group 11.57% Reduce -17.5% 39,642 $26.5M
Cynosure Group, LLC 2.88% Reduce -11.6% 39,599 $26.5M
Gimbal Financial 15.90% Add +1.0% 39,564 $26.5M
Summit Wealth Partners, LLC 4.77% Add +10.3% 39,470 $26.4M
ONE Advisory Partners, LLC 8.05% Reduce -1.0% 39,417 $26.3M
Moller Wealth Partners 5.47% Reduce -3.0% 39,224 $26.3M
Fsa Wealth Partners, Inc. 10.11% Reduce -1.6% 39,209 $26.2M
Prairieview Wealth Partners, LLC 24.64% Add +2.5% 39,194 $26.2M
Flagstar Securities, Inc. 8.03% Reduce -17.2% 39,173 $26.2M
Cary Street Partners Financial LLC 0.68% Reduce -1.0% 39,056 $26.1M
Wick Capital Partners, LLC 6.23% Reduce -37.1% 39,019 $26.1M
Essex Financial Services, Inc. 1.56% Add +3.5% 39,013 $26.1M
New England Asset Management Inc. 3.54% Add +24.8% 38,985 $26.1M
Eley Financial Management, Inc 9.39% Add +0.8% 38,942 $26.1M
Abound Wealth Management 6.52% Add +4.9% 38,925 $26.1M
Interactive Financial Advisors, Inc. 14.07% Reduce -9.9% 38,888 $26.0M
Hubbell Strickland Wealth Management, LLC 10.70% Add +3.2% 38,878 $26.0M
Synovus Financial Corp. 0.30% Add +3.4% 38,761 $26.0M
Mission Wealth Management, LP 0.53% Reduce -1.6% 38,615 $25.8M
Destiny Capital Corp 14.02% Add +6.8% 38,422 $25.7M
Legacy Advisors, LLC 3.18% — 38,412 $25.7M
Hengehold Capital Management LLC 2.19% Add +4.6% 38,390 $25.7M
Park Place Capital Corp 5.42% Add +13.6% 38,377 $25.7M
McAdam, LLC 1.26% Reduce -1.1% 38,269 $25.6M
4J Wealth Management LLC 15.03% Add +1.8% 38,212 $25.6M
Rock Creek Group LLC 2.68% Reduce -1.9% 38,083 $25.5M
Belpointe Asset Management LLC 0.97% Reduce -13.9% 38,067 $25.5M
Kovack Advisors, Inc. 2.40% Reduce -42.4% 38,029 $25.5M
Keystone Financial Services 7.88% Reduce -1.1% 37,976 $25.4M
VERITY Wealth Advisors 16.00% No change 37,850 $25.3M
Shared Vision Wealth Group LLC 10.72% Reduce -1.7% 37,714 $25.3M
Fairway Wealth LLC 7.08% Add +13.9% 37,699 $25.2M
Roger Wittlin Investment Advisory, LLC 14.02% Reduce -8.4% 37,668 $25.2M
Dagco, Inc. 6.33% Add +7.7% 37,633 $25.2M
Sterling Investment Advisors LLC 12.47% Reduce -6.0% 37,627 $25.2M
Capital Insight Partners, LLC 4.17% Add +23.5% 37,600 $25.2M
Vantage Financial Partners, LLC 5.29% Reduce -1.2% 37,559 $25.1M
Richwood Investment Advisors, LLC 19.65% Add +1.4% 37,465 $25.1M
Legacy Trust 4.94% Add +4.0% 37,407 $25.0M
TBH Global Asset Management, LLC 4.88% Reduce -95.7% 37,387 $25.0M
Diversified Portfolios, Inc. 2.19% Reduce -1.9% 37,147 $24.9M
Bradley Foster & Sargent Inc. 0.37% Add +3.8% 37,114 $24.8M
Southern Capital Advisors, LLC 11.61% Add +2.3% 37,007 $24.8M
Fusion Family Wealth, LLC 1.86% Reduce -0.4% 36,999 $24.8M
Waldron Private Wealth LLC 1.00% Add +8.4% 36,892 $24.7M
Peddock Capital Advisors, LLC 5.32% Add +1.6% 36,868 $24.7M
Commonwealth Financial Services, LLC 4.22% Add +24.9% 36,815 $24.6M
One Wealth Advisors, LLC 3.09% Reduce -0.1% 36,790 $24.6M
Members Wealth LLC 15.54% — 36,527 $24.5M
CM Wealth Advisors LLC 6.45% Add +59.1% 36,551 $24.5M
Hilltop Wealth Advisors, LLC 12.66% Add +3.9% 36,297 $24.3M
Focus Partners Advisor Solutions, LLC 0.27% Add +19.2% 35,638 $24.2M
Trademark Financial Management, LLC 14.01% Add +0.1% 35,969 $24.1M
LGL Partners, LLC 10.25% Reduce -6.4% 35,969 $24.1M
Stephenson & Company, Inc. 13.82% Add +0.3% 35,951 $24.1M
Client First Capital LLC 10.69% Reduce -6.3% 35,863 $24.0M
Orion Capital Management LLC 8.37% Reduce -1.4% 35,859 $24.0M
Stonehage Fleming Financial Services Holdings Ltd 0.68% Reduce -20.9% 35,804 $24.0M
SBI Securities Co., Ltd. 0.61% Reduce -2.5% 35,717 $23.9M
Scotia Capital Inc. 0.10% Add +3.5% 35,677 $23.9M
Bfsg, LLC 2.32% Add +283.3% 35,661 $23.9M
Smartleaf Asset Management LLC 1.47% Add +55.9% 35,740 $23.8M
Kelly Financial Services LLC 6.17% Reduce -6.8% 35,582 $23.8M
DeDora Capital, Inc. 5.75% Add +0.5% 35,575 $23.8M
GenWealth Group, Inc. 4.43% Add +1.7% 35,528 $23.8M
Certified Advisory Corp 2.26% Reduce -0.6% 35,489 $23.8M
4Thought Financial Group Inc. 11.97% Reduce -1.3% 35,373 $23.7M
CVA Family Office, LLC 3.04% Add +0.6% 35,343 $23.7M
NewEdge Wealth, LLC 0.34% Add +73.4% 34,737 $23.7M
Saiph Capital, LLC 8.51% Reduce -22.6% 35,313 $23.6M
Emergent Wealth Advisors, LLC 13.66% Add +2.7% 35,213 $23.6M
Walkner Condon Financial Advisors LLC 3.72% Add +11.0% 35,072 $23.5M
Pinion Investment Advisors, LLC 6.39% Add +25.3% 34,354 $23.4M
E Fund Management (Hong Kong) Co., Ltd. 14.13% Add +8.9% 34,693 $23.2M
Mill Creek Capital Advisors, LLC 0.48% Add +1.2% 34,674 $23.2M
TAGStone Capital, Inc. 9.16% Add +0.1% 34,552 $23.1M
SMI Advisory Services, LLC 4.35% Reduce -1.3% 34,192 $23.0M
Providence Financial Advisors, LLC 21.76% — 34,088 $22.8M
Kraft, Davis & Associates, LLC 5.55% Reduce -2.7% 33,780 $22.8M
XML Financial, LLC 1.85% Add +0.7% 34,004 $22.8M
Arvest Investments, Inc. 3.26% Reduce -1.3% 34,000 $22.8M
Avaii Wealth Management, LLC 8.64% Add +2.4% 33,951 $22.7M
Western Wealth Management, LLC 1.20% Reduce -0.0% 33,821 $22.6M
Sageworth Trust Co 1.05% Reduce -0.3% 33,809 $22.6M
Aspen Wealth Strategies, LLC 12.65% Add +5.4% 33,758 $22.6M
Madison Wealth Partners, Inc 4.45% Add +0.2% 33,645 $22.5M
Hoese & Co LLP 17.19% Reduce -0.6% 33,605 $22.5M
Lynch & Associates 4.34% Reduce -2.5% 33,554 $22.5M
KPP Advisory Services LLC 3.33% Reduce -5.2% 33,510 $22.4M
Willis Johnson & Associates, Inc. 1.39% Add +4.3% 33,478 $22.4M
Waters Parkerson & Co., LLC 1.09% Reduce -1.0% 33,373 $22.3M
Cypress Capital Group 2.67% Reduce -60.4% 33,338 $22.3M
Eq LLC 7.57% Add +8.3% 33,309 $22.3M
Gilbert Capital Group, Inc. 17.16% Add +0.1% 33,140 $22.2M
Dimension Capital Management LLC 3.22% Reduce -2.0% 33,095 $22.2M
Beirne Wealth Consulting Services, LLC 5.29% Add +0.5% 32,909 $22.0M
WBH Advisory Inc. 1.68% Add +1.1% 32,890 $22.0M
EverSource Wealth Advisors, LLC 0.87% Add +16.2% 32,859 $22.0M
Avestar Capital, LLC 1.57% Reduce -3.4% 32,856 $22.0M
Jackson Wealth Management, LLC 2.19% Add +0.1% 32,740 $21.9M
Pacific Financial Group Inc. 16.20% Add +5.9% 32,685 $21.9M
B&D White Capital Company, LLC 2.80% New 32,631 $21.8M
Goldstone Financial Group, LLC 2.58% Add +5.6% 32,601 $21.8M
Grey Ledge Advisors, LLC 4.94% Add +5.1% 32,584 $21.8M
RFP Financial Group LLC 8.87% Add +0.8% 36,899 $21.8M
Sherman Asset Management, Inc. 18.78% Add +0.2% 32,517 $21.8M
Holland Advisory Services, Inc. 29.84% Reduce -2.9% 32,464 $21.7M
Sunbeam Capital Management, LLC 13.49% Add +4.6% 32,442 $21.7M
Tepp RIA, LLC 24.57% Reduce -7.8% 32,339 $21.6M
Peak Planning Group, LLC 11.26% Add +21.1% 32,302 $21.6M
Outlook Wealth Advisors, LLC 5.36% Reduce -2.8% 32,136 $21.5M
Insight 2811, Inc. 9.58% Add +3.5% 32,114 $21.5M
SIMA Wealth Partners, LLC 16.42% Reduce -0.8% 32,086 $21.5M
Kingswood Wealth Advisors, LLC 1.30% Add +10.9% 32,006 $21.4M
Van Hulzen Asset Management, LLC 1.59% Add +4.0% 31,997 $21.4M
Beacon Financial Group 2.09% Add +0.2% 31,810 $21.3M
Ascent Group, LLC 0.75% Add +0.3% 31,773 $21.3M
AtlasMark Financial, Inc 14.17% Add +4.6% 31,664 $21.2M
Pines Wealth Management, LLC 7.12% Reduce -0.4% 31,559 $21.1M
Summit Asset Management, LLC 3.24% Add +1.8% 31,497 $21.1M
ArborFi Advisors, LLC 17.11% Add +3.1% 31,394 $21.0M
Gallagher Capital Advisors, LLC 12.05% Add +0.2% 10,134 $20.9M
Harbor Group, Inc. 3.32% Add +5.5% 31,193 $20.9M
Vanguard Group Inc. 0.00% Add +2.8% 31,187 $20.9M
Stevens Capital Partners 6.22% Add +0.3% 31,151 $20.8M
Oak Wealth Advisors LLC 12.10% Add +5.3% 31,111 $20.8M
Colonial Trust Co / SC 2.80% Add +13.4% 31,098 $20.8M
SWP Financial LLC 10.60% Add +0.8% 31,073 $20.8M
Patriot Financial Group Insurance Agency, LLC 2.65% Reduce -57.8% 30,934 $20.7M
Ashton Thomas Securities, LLC 2.88% New 30,902 $20.6M
Asset Management Group, Inc. 3.37% Reduce -0.2% 30,772 $20.6M
Smith Shellnut Wilson LLC 7.91% Add +0.2% 30,753 $20.6M
Mycio Wealth Partners, LLC 4.76% Reduce -1.2% 30,737 $20.6M
Life Line Wealth Management LLC 6.22% Reduce -1.3% 30,461 $20.4M
JCSD Capital, LLC 36.21% No change 30,450 $20.4M
Centennial Wealth Advisory LLC 5.66% Add +4.2% 30,407 $20.4M
Astra Wealth Partners LLC 14.14% Add +1.8% 30,338 $20.3M
ACT Advisors, LLC. 8.17% Reduce -14.1% 30,228 $20.2M
Great Valley Advisor Group, Inc. 0.41% Add +0.2% 30,191 $20.2M
Ade, LLC 10.17% Add +0.9% 30,062 $20.1M
Global Wealth Management, LLC 10.55% Reduce -6.8% 30,032 $20.1M
Ameliora Wealth Management Ltd. 6.68% Add +22.0% 29,994 $20.1M
Thomasville National Bank 1.26% Reduce -1.3% 29,990 $20.1M
Market Street Wealth Management Advisors LLC 3.19% Reduce -0.6% 29,973 $20.1M
Element Wealth, LLC 8.71% Add +0.3% 29,836 $20.0M
Boston Research & Management Inc. 4.34% Reduce -0.7% 29,431 $19.7M
Taylor & Morgan Wealth Management, LLC 12.07% Add +1.7% 29,365 $19.7M
Congress Park Capital LLC 6.11% Add +13.2% 29,349 $19.6M
Foundry Financial Group, Inc. 10.31% Add +1.4% 29,333 $19.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.32% Add +2.1% 29,322 $19.6M
Sunbelt Securities, Inc. 1.35% Reduce -19.8% 29,296 $19.6M
Headland Capital, LLC 5.50% Add +6.1% 29,286 $19.6M
Palisades Hudson Asset Management, L.P. 7.06% Reduce -1.1% 29,090 $19.5M
Wedbush Securities Inc. 0.64% Add +2.5% 29,085 $19.5M
Retirement Systems of Alabama 0.06% Reduce -1.3% 28,993 $19.4M
Wiser Wealth Management, Inc 4.43% Reduce -5.6% 28,953 $19.4M
Compagnie Lombard Odier SCmA 0.21% Reduce -1.6% 28,914 $19.4M
Canvas Wealth Advisors, LLC 3.52% Add +9.3% 28,764 $19.3M
Sax Wealth Advisors, LLC 1.04% Reduce -2.2% 28,886 $19.3M
Common Fund for Nonprofit Organizations 1.66% Reduce -43.7% 28,833 $19.3M
Pallas Capital Advisors LLC 0.71% Add +2.1% 28,827 $19.3M
CRA Financial Services, LLC 2.64% Add +3.3% 28,795 $19.3M
NRI Wealth Management LC 10.29% Reduce -50.8% 28,770 $19.3M
Wesbanco Bank Inc. 0.54% Reduce -1.9% 28,715 $19.2M
Caldwell Trust Co 1.79% Add +7.9% 28,671 $19.2M
Coordinated Financial Services, Inc. 12.47% Reduce -2.5% 28,653 $19.2M
PJT Investments Corp. 10.79% Add +61.7% 28,611 $19.1M
Chesley Taft & Associates LLC 0.81% Add +4.2% 28,499 $19.1M
Independent Advisor Alliance 0.49% Add +10.0% 28,451 $19.0M
Stratos Wealth Advisors, LLC 0.91% Reduce -2.8% 28,092 $18.8M
Trustmark Bank Trust Department 1.22% Add +5.2% 28,019 $18.8M
NWF Advisory Services Inc. 2.06% Add +1.7% 28,005 $18.7M
RFG Advisory, LLC 0.38% Reduce -12.0% 27,706 $18.5M
Fifth Lane Capital, LP 18.95% No change 27,500 $18.4M
Legacy Financial Group LLC 2.40% Add +3848.6% 27,443 $18.4M
BCGM Wealth Management, LLC 4.77% Reduce -0.1% 27,390 $18.3M
Invst, LLC 2.07% Add +8.1% 27,259 $18.2M
AlphaCore Capital LLC 0.61% Reduce -0.6% 27,196 $18.2M
Blueprint Investment Partners LLC 2.55% Reduce -1.2% 27,158 $18.2M
Montecito Bank & Trust 2.81% — 27,039 $18.1M
Kilter Group LLC 8.57% Reduce -6.4% 27,011 $18.1M
United Community Bank 5.60% Add +1.3% 27,007 $18.1M
Generali Investments CEE, investicni spolecnost, a.s. 1.38% No change 27,000 $18.1M
CENTRAL TRUST Co 0.38% Add +6.7% 26,983 $18.1M
Evernest Financial Advisors, LLC 5.06% Reduce -0.1% 26,981 $18.1M
CWA Asset Management Group, LLC 0.67% Add +20.7% 26,976 $18.1M
BTC Capital Management, Inc. 1.24% Add +3.3% 26,762 $17.9M
Providence Capital Advisors, LLC 3.09% Add +3.8% 26,654 $17.8M
Acropolis Investment Management, LLC 0.90% Add +3.5% 28,648 $17.8M
Zhang Financial LLC 0.72% Reduce -0.4% 26,536 $17.8M
Ausdal Financial Partners, Inc. 0.87% Add +32.7% 26,526 $17.8M
Cooper/Haims Advisors, LLC 8.27% Reduce -4.0% 26,463 $17.7M
Kingsview Wealth Management, LLC 0.27% Add +5.9% 26,425 $17.7M
Trifecta Capital Advisors, LLC 2.68% Reduce -4.2% 26,382 $17.7M
Global Wealth Management Investment Advisory, Inc. 2.93% Add +3.6% 26,144 $17.5M
Empower Advisory Group, LLC 0.05% Reduce -0.2% 26,102 $17.5M
Treasurer of the State of North Carolina 0.05% Reduce -0.7% 25,988 $17.4M
EPG Wealth Management LLC 4.79% Add +0.0% 25,954 $17.4M
Fairvoy Private Wealth, LLC 3.95% Add +23.7% 25,950 $17.4M
Oarsman Capital, Inc. 2.43% Reduce -10.6% 25,931 $17.4M
Webster Bank, N. A. 1.67% Reduce -0.5% 25,919 $17.3M
Steel Grove Capital Advisors, LLC 2.05% No change 27,706 $17.2M
Sovereign Financial Group, Inc. 3.22% Reduce -11.5% 25,692 $17.2M
Signature Estate & Investment Advisors LLC 0.37% Reduce -4.7% 25,585 $17.1M
Ironwood Wealth Management, Inc. 7.84% Reduce -0.8% 26,079 $17.1M
Strategic Blueprint, LLC 0.74% Add +2.4% 25,461 $17.0M
Bank of New Hampshire 3.92% Add +19.5% 25,447 $17.0M
Hardy Reed LLC 1.25% Reduce -0.8% 25,395 $17.0M
Sage Advisory Services, Ltd.Co. 8.91% Reduce -3.4% 25,393 $17.0M
Gradient Investments LLC 0.28% Add +21.3% 25,348 $17.0M
Pine Valley Investments Ltd Liability Co 0.88% Reduce -0.8% 25,273 $16.9M
Axxcess Wealth Management, LLC 0.36% Reduce -1.4% 25,253 $16.9M
Peterson Wealth Advisors, LLC 2.52% Reduce -1.5% 25,018 $16.8M
Associated Banc-Corp 0.44% Add +2.8% 25,133 $16.8M
Bank Pictet & Cie (Europe) AG 0.34% No change 25,070 $16.8M
GC Wealth Management RIA, LLC 0.55% Add +106.3% 24,897 $16.7M
Rothschild Wealth LLC 3.62% Add +0.7% 24,824 $16.6M
Verum Partners LLC 3.53% Reduce -0.6% 24,756 $16.6M
Becker Capital Management Inc. 0.48% Reduce -0.5% 24,678 $16.5M
Peoples Bank 10.14% Reduce -7.4% 24,667 $16.5M
Summit Trail Advisors, LLC 0.23% Add +7.1% 24,645 $16.5M
Breakwater Capital Group 2.44% Add +2.9% 24,643 $16.5M
NorthRock Partners, LLC 0.30% Add +32.7% 24,549 $16.4M
MassMutual Private Wealth & Trust, FSB 0.42% Reduce -8.8% 24,517 $16.4M
Highview Capital Management LLC 6.03% Reduce -0.0% 24,504 $16.4M
Bigelow Investment Advisors, LLC 6.61% Add +0.8% 24,494 $16.4M
Guardian Wealth Advisors, LLC / NC 1.07% Reduce -0.3% 24,478 $16.4M
Trek Financial, LLC 0.98% Add +13.4% 24,476 $16.4M
Parisi Gray Wealth Management 4.23% Reduce -1.6% 24,297 $16.3M
Fort Point Capital Partners LLC 2.06% Reduce -51.6% 24,284 $16.3M
Anderson Hoagland & Co. 1.45% Reduce -1.9% 24,166 $16.2M
Venture Visionary Partners LLC 0.56% Add +5.1% 24,116 $16.1M
Columbus Macro, LLC 1.83% Reduce -1.1% 24,070 $16.1M
Canal Capital Management, LLC 2.42% Reduce -2.9% 24,051 $16.1M
Evergreen Capital Management LLC 0.38% Reduce -7.4% 23,977 $16.0M
Aureus Asset Management, LLC 1.04% Add +0.2% 23,946 $16.0M
Moisand Fitzgerald Tamayo, LLC 1.88% Reduce -3.7% 23,897 $16.0M
Parsons Capital Management Inc. 0.91% Reduce -2.6% 23,887 $16.0M
Disciplina Capital Management LLC 1.95% Reduce -55.5% 23,880 $16.0M
Broadview Financial Management, LLC 10.74% Reduce -5.5% 23,800 $15.9M
Exchange Traded Concepts, LLC 0.15% Add +124.9% 23,800 $15.9M
Cyndeo Wealth Partners, LLC 0.88% Add +1.1% 23,779 $15.9M
Fusion Capital, LLC 4.63% Reduce -1.8% 23,216 $15.9M
Lutz Financial Services LLC 1.15% Reduce -0.9% 23,742 $15.9M
GenTrust, LLC 0.72% Reduce -1.1% 23,722 $15.9M
Private Trust Co. NA 1.40% Add +15.3% 23,649 $15.8M
PFG Advisors 0.65% New 23,643 $15.8M
Mosaic Financial Group, LLC 11.23% Add +2.3% 23,579 $15.8M
Pinnacle Family Advisors, LLC 6.87% Add +0.5% 23,517 $15.7M
Bison Wealth, LLC 1.45% Reduce -3.7% 23,158 $15.7M
Seven Mile Advisory 2.57% Add +2150.1% 23,423 $15.7M
Cherry Tree Wealth Management, LLC 3.44% Add +1.8% 23,401 $15.7M
Northwest Bancshares, Inc. 2.59% Reduce -3.1% 23,278 $15.6M
First National Trust Co 0.53% Reduce -2.6% 23,205 $15.5M
Main Street Financial Solutions, LLC 0.99% Add +5.3% 22,992 $15.4M
Investment Advisory Group, LLC 4.17% Add +4.5% 22,922 $15.3M
Gould Asset Management LLC 2.83% Add +0.7% 22,790 $15.3M
Flagship Harbor Advisors, LLC 0.66% Add +35.1% 22,767 $15.2M
Sierra Capital LLC 1.67% Reduce -4.0% 22,679 $15.2M
Atlantic Edge Private Wealth Management, LLC 3.90% Add +1.8% 22,670 $15.2M
Ingalls & Snyder LLC 0.50% Add +18.7% 22,633 $15.1M
Elyxium Wealth, LLC 5.28% Add +2.5% 22,607 $15.1M
YHB Investment Advisors, Inc. 1.11% Add +9.7% 22,597 $15.1M
TSA Wealth Managment LLC 5.14% Reduce -1.8% 22,589 $15.1M
Caprock Group, LLC 0.37% — 23,299 $15.1M
Jackson Hole Capital Partners, LLC 2.57% Reduce -0.6% 22,486 $15.1M
SPC Financial, Inc. 1.17% Add +2.4% 22,467 $15.0M
Motive Wealth Advisors 6.47% Reduce -1.6% 22,440 $15.0M
Pembroke Management, LTD 1.49% Reduce -19.8% 22,368 $15.0M
IMC-Chicago, LLC 0.27% Reduce -86.4% 22,367 $15.0M
Capital Investment Advisory Services, LLC 1.19% Add +1.0% 22,324 $14.9M
ETF Store, Inc. 15.83% Reduce -0.9% 22,303 $14.9M
JDM Financial Group LLC 6.25% Reduce -8.7% 22,290 $14.9M
Greenhouse Wealth Management, LLC 8.96% Reduce -1.2% 22,280 $14.9M
MRWM Advisors, LLC 8.48% Add +9.0% 22,248 $14.9M
GPS Wealth Strategies Group, LLC 1.57% Add +7.0% 22,184 $14.8M
a16z Perennial Management, L.P. 1.18% Add +1151.4% 414,212 $14.8M
Roof Eidam Maycock Peralta, LLC 3.60% Add +1.8% 22,126 $14.8M
Klingenstein Fields & Co. LP 0.56% Add +1022.8% 22,086 $14.8M
North Star Investment Management Corp. 0.95% Reduce -2.5% 22,045 $14.8M
Fiera Capital Corp 0.05% Add +1.2% 22,045 $14.8M
Omega Financial Group, LLC 4.95% Add +1.1% 21,998 $14.7M
Forbes Financial Planning, Inc. 9.72% Add +1.9% 21,817 $14.7M
MFA Wealth Services 10.09% Add +1.5% 21,848 $14.6M
Lakeshore Capital Group, Inc. 11.79% Reduce -1.3% 21,815 $14.6M
Bay Harbor Wealth Management, LLC 3.94% Add +9.4% 21,793 $14.6M
GFS Advisors, LLC 1.86% Reduce -3.2% 21,767 $14.6M
Park National Corp. 0.45% Reduce -0.3% 21,673 $14.5M
Doliver Advisors, LP 3.75% Add +7.1% 21,660 $14.5M
Synergy Investment Management, LLC 5.54% Add +13.0% 21,656 $14.5M
Centurion Wealth Management LLC 3.31% Reduce -3.9% 21,626 $14.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Add +14.4% 21,565 $14.4M
American National Bank of Texas 13.53% — 21,480 $14.4M
REDW Wealth LLC 5.40% Reduce -0.5% 21,345 $14.3M
Secure Asset Management, LLC 2.35% Add +21.4% 21,233 $14.3M
Proficio Capital Partners LLC 0.98% Reduce -20.1% 21,250 $14.2M
Cobblestone Asset Management LLC 6.49% Add +10.1% 21,216 $14.2M
Cosner Financial Group, LLC 7.63% Reduce -2.2% 21,212 $14.2M
Pandora Wealth, Inc. 8.59% Add +0.3% 21,210 $14.2M
WealthPLAN Partners, LLC 2.13% Add +3.1% 21,193 $14.2M
Delta Investment Management, LLC 2.54% Reduce -1.4% 21,166 $14.2M
Syntax Research, Inc. 9.04% Reduce -13.2% 21,007 $14.1M
Capital Group Private Client Services, Inc. 0.23% Add +31.6% 20,959 $14.0M
Koshinski Asset Management, Inc. 1.00% Reduce -1.9% 20,922 $14.0M
FOCUS Wealth Advisors, LLC 6.72% Reduce -1.5% 20,906 $14.0M
Latitude Advisors, LLC 6.37% Add +1.1% 20,858 $14.0M
Thoroughbred Financial Services, LLC 0.86% Add +11.0% 20,830 $13.9M
Meadow Creek Wealth Advisors LLC 9.24% Add +2.0% 20,971 $13.9M
Kooman & Associates 4.29% Add +0.6% 20,783 $13.9M
BG Investment Services, LLC 13.71% Reduce -4.6% 20,775 $13.9M
Xponance LLC 0.11% Add +1.4% 20,449 $13.7M
Ted Buchan & Co 5.36% Add +0.3% 20,438 $13.7M
GM Advisory Group, LLC 0.58% Add +25.4% 20,430 $13.7M
My Personal CFO, LLC 5.28% Add +521.7% 20,361 $13.6M
Foundation Wealth Management, LLC\PA 5.28% Reduce -1.4% 20,361 $13.6M
Money Concepts Capital Corp. 0.84% Add +0.9% 20,313 $13.6M
Strategic Wealth Partners, Ltd. 1.01% Add +1.3% 20,266 $13.6M
Sound Stewardship, LLC 6.49% Add +1.6% 20,223 $13.5M
Nations Financial Group Inc, /Ia/ 0.84% Add +6.5% 20,220 $13.5M
Concorde Asset Management, LLC 5.61% — 19,983 $13.4M
Beaird Harris Wealth Management, LLC 0.95% Reduce -2.8% 20,044 $13.4M
Traveka Wealth, LLC 5.98% Add +135.2% 20,000 $13.4M
Csenge Advisory Group 0.64% Reduce -7.9% 19,979 $13.4M
Bright Financial Advisors, Inc. 6.53% Add +0.6% 19,975 $13.4M
Telos Capital Management, Inc. 1.28% Reduce -0.1% 19,880 $13.3M
MainStreet Investment Advisors LLC 1.79% Reduce -8.0% 19,849 $13.3M
Insigneo Advisory Services, LLC 0.93% Add +36.0% 19,840 $13.3M
Tower Research Capital LLC (TRC) 0.37% Reduce -32.0% 19,785 $13.2M
Unique Wealth Strategies, LLC 5.20% Reduce -2.8% 19,752 $13.2M
Chicago Capital, LLC 0.32% Reduce -2.5% 19,719 $13.2M
MidAtlantic Capital Management, Inc. 8.97% No change 19,630 $13.1M
Objective Capital Management, LLC 13.58% Add +7.0% 19,606 $13.1M
Nordwand Advisors, LLC 2.08% Add +45.2% 19,573 $13.1M
Novem Group 1.56% Add +1.8% 19,549 $13.1M
Meritage Portfolio Management 0.87% Add +0.9% 19,533 $13.1M
Wealth Management Partners, LLC 4.15% Add +0.8% 19,519 $13.1M
Shulman DeMeo Asset Management LLC 3.00% Add +0.3% 19,481 $13.0M
Revolve Wealth Partners, LLC 1.56% Add +5.6% 19,438 $13.0M
Tudor Investment Corporation 0.09% Add +56.4% 19,427 $13.0M
Red Tortoise LLC 5.70% Add +0.2% 19,418 $13.0M
Sentry LLC 3.23% Reduce -0.4% 19,398 $13.0M
Goepper Burkhardt LLC 4.42% Add +24.5% 19,380 $13.0M
GeoWealth Management, LLC 0.47% Add +27.5% 19,338 $12.9M
Precedent Wealth Partners, LLC 2.83% Reduce -1.0% 19,189 $12.8M
Planwiser Financial, LLC 10.20% Reduce -6.5% 18,696 $12.8M
GWN Securities Inc. 2.97% Add +1.1% 19,038 $12.8M
Eagle Strategies LLC 1.71% Add +27.2% 19,102 $12.8M
Inman Jager Wealth Management, LLC 8.14% Add +1.2% 19,042 $12.7M
Mustico Financial Group, Inc. 12.92% Add +8.1% 19,463 $12.7M
Retirement Wealth Solutions LLC 8.37% Add +3.5% 19,033 $12.7M
Etesian Wealth Advisors, Inc. 4.18% Add +2.9% 18,898 $12.6M
Harbor Advisory Corp. 3.74% Reduce -1.4% 18,884 $12.6M
Patriot Investment Management Group, Inc. 0.82% Reduce -3.1% 18,866 $12.6M
Lanark Financial, Inc. 0.98% Add +2.6% 18,831 $12.6M
Glen Eagle Advisors, LLC 1.75% Add +1.8% 18,805 $12.6M
Wealth Management Associates, Inc. 4.47% Reduce -0.4% 18,804 $12.6M
Aegis Wealth Management LLC 6.72% Reduce -23.9% 18,740 $12.5M
Fortis Capital Advisors, LLC 1.98% Reduce -9.9% 18,712 $12.5M
One Wealth Capital Management, LLC 5.58% Reduce -6.7% 18,587 $12.4M
Everpar Advisors LLC 4.90% Add +25.1% 18,529 $12.4M
Integrated Investment Consultants, LLC 2.10% Add +18.2% 18,526 $12.4M
Cape Ann Savings Bank 6.62% Reduce -5.6% 18,513 $12.4M
Horst & Graben Wealth Management LLC 1.89% Reduce -1.1% 18,468 $12.4M
von Borstel & Associates, Inc. 1.89% Add +2251.2% 17,987 $12.3M
Louisbourg Investments Inc. 2.69% Reduce -5.0% 18,400 $12.3M
Tritonpoint Wealth, LLC 1.05% Reduce -2.9% 18,368 $12.3M
Welch Group, LLC 0.48% Add +3.5% 18,254 $12.2M
GW&K Investment Management, LLC 0.11% Add +10.1% 18,178 $12.2M
MA Private Wealth 2.05% Reduce -1.2% 18,173 $12.2M
BIP Wealth, LLC 0.60% Add +21.3% 18,163 $12.2M
Columbia Bank 3.39% Reduce -9.4% 18,173 $12.1M
Red Door Wealth Management, LLC 1.29% Reduce -0.9% 18,131 $12.1M
True Vision MN LLC 6.31% Add +5.5% 18,085 $12.1M
Bartlett & Co. Wealth Management LLC 0.16% Reduce -1.4% 18,040 $12.1M
Transcend Capital Advisors, LLC 0.85% Reduce -7.2% 18,020 $12.1M
Simmons Bank 0.80% Reduce -0.6% 17,988 $12.0M
Nicolet Advisory Services, LLC 0.93% Reduce -0.9% 17,857 $12.0M
Archvest Wealth Advisors, Inc. 10.68% Add +4.4% 17,895 $12.0M
Harbor Investment Advisory, LLC 0.99% Reduce -3.1% 17,893 $12.0M
Claro Advisors Inc. 1.74% Reduce -3.1% 17,853 $11.9M
London Co. of Virginia 0.07% Add +19.4% 17,795 $11.9M
MBE Wealth Management, LLC 5.14% Reduce -4.8% 17,762 $11.9M
Post Resch Tallon Group Inc. 10.54% Add +0.1% 17,711 $11.9M
Argent Advisors, Inc. 3.49% Add +0.0% 17,696 $11.8M
American National Bank & Trust 1.17% Add +1.2% 17,671 $11.8M
Verdence Capital Advisors LLC 0.68% Reduce -0.6% 17,140 $11.8M
Welch & Forbes LLC 0.14% Add +0.5% 17,450 $11.7M
Y.D. More Investments Ltd 0.66% Add +138.6% 17,362 $11.6M
Trail Ridge Investment Advisors, LLC 5.20% Add +2.4% 17,313 $11.6M
National Wealth Management Group, LLC 4.36% Add +21.2% 17,285 $11.6M
Capital Fund Management S.A. 0.12% Reduce -16.0% 17,274 $11.6M
DAVENPORT & Co LLC 0.06% Reduce -0.5% 17,272 $11.6M
SC&H Financial Advisors, Inc. 1.88% Reduce -9.0% 17,269 $11.6M
Wayfinding Financial, LLC 4.98% Reduce -1.5% 17,270 $11.6M
Connecticut Wealth Management, LLC 0.51% Reduce -0.1% 17,258 $11.6M
Agf Management Ltd. 0.05% Reduce -0.6% 17,196 $11.5M
Advisory Resource Group 2.06% Reduce -0.1% 17,138 $11.5M
One Day In July LLC 0.97% Reduce -7.7% 17,125 $11.5M
Gateway Wealth Partners, LLC 1.55% Add +9.3% 17,123 $11.5M
Geneva Partners, LLC 4.19% Add +2.1% 17,122 $11.5M
Headlands Technologies LLC 0.91% New 17,116 $11.5M
Arete Wealth Advisors, LLC 0.71% Add +11.2% 17,043 $11.4M
Granby Capital Management, LLC 6.04% No change 17,000 $11.4M
Forum Private Client Group LLC 4.05% Add +1.1% 16,983 $11.4M
Roundview Capital LLC 0.72% Add +1.9% 16,921 $11.3M
Verity Asset Management, Inc. 3.69% Add +78.8% 16,904 $11.3M
HRT Financial LP 0.04% Add +286.3% 16,901 $11.3M
Northstar Advisory Group, LLC 4.61% Add +30.7% 16,868 $11.3M
Granite Harbor Advisors, Inc. 4.74% Reduce -5.9% 16,840 $11.3M
DecisionMap Wealth Management, LLC 7.22% Add +0.7% 16,836 $11.3M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +71.3% 16,772 $11.2M
Venturi Wealth Management, LLC 0.52% Add +22.7% 16,663 $11.2M
Montis Financial, LLC 2.56% Reduce -5.3% 16,602 $11.1M
Campion Asset Management 7.86% Reduce -4.5% 16,550 $11.1M
jvl associates llc 3.66% Add +0.1% 16,542 $11.1M
Manhattan West Asset Management, LLC 2.32% Reduce -1.3% 16,443 $11.0M
Sapient Capital LLC 0.17% Add +8.4% 16,504 $11.0M
Postrock Partners LLC 4.86% No change 16,421 $11.0M
Williams Jones Wealth Management, LLC. 0.13% Reduce -3.4% 16,419 $11.0M
Symphony Financial, Ltd. Co. 1.34% Reduce -15.6% 16,398 $11.0M
Tred Avon Family Wealth, LLC 3.77% — 16,368 $11.0M
MinichMacGregor Wealth Management, LLC 2.14% Add +2.0% 16,361 $11.0M
Leavell Investment Management, Inc. 0.46% Reduce -3.9% 16,347 $10.9M
CIBC Bancorp USA Inc. 0.07% — 16,322 $10.9M
IFG Advisory, LLC 0.50% Add +2.9% 16,282 $10.9M
Chung Wu Investment Group, LLC 9.05% Add +1.8% 16,230 $10.9M
IFC Advisors LLC 1.99% Add +0.0% 16,217 $10.9M
T. Rowe Price Associates Inc. 0.00% Reduce -0.8% 16,210 $10.8M
SOL Capital Management CO 0.97% Reduce -2.3% 16,206 $10.8M
Marathon Strategic Advisors, LLC 8.68% Add +2.0% 16,205 $10.8M
Beacon Bridge Wealth Partners, LLC 3.85% Add +0.8% 16,192 $10.8M
Baldwin Wealth Partners LLC 0.70% Reduce -1.4% 16,057 $10.7M
Boyd Wealth Management, LLC 4.62% Reduce -0.8% 16,034 $10.7M
BWM Planning, LLC 3.19% Reduce -0.9% 16,028 $10.7M
Maia Wealth LLC 1.81% Reduce -2.3% 15,659 $10.7M
Carnegie Investment Counsel 0.20% Add +2.5% 16,009 $10.7M
Garrison Point Advisors, LLC 4.47% Add +2.3% 15,907 $10.6M
Red Wave Investments LLC 3.26% Reduce -0.2% 15,874 $10.6M
Baring Financial LLC 7.24% Add +0.5% 15,863 $10.6M
Whalerock Point Partners, LLC 2.15% Add +3.0% 15,812 $10.6M
Solstein Capital, LLC 4.84% No change 15,798 $10.6M
Allium Financial Advisors, LLC 8.74% Add +6.9% 15,787 $10.6M
Asset Allocation & Management Company, LLC 4.48% Reduce -2.5% 15,718 $10.5M
Mma Asset Management LLC 3.51% Reduce -10.3% 15,707 $10.5M
Mountain Hill Investment Partners Corp. 9.16% Reduce -5.3% 15,613 $10.4M
Arrien Investments, Inc. 6.09% Reduce -3.0% 15,550 $10.4M
EdgeRock Capital LLC 2.89% Reduce -2.5% 15,522 $10.4M
Clearstead Trust, LLC 1.77% Reduce -6.1% 15,502 $10.4M
Williams Financial, LLC 10.68% New 15,477 $10.4M
Sfm, LLC 5.99% Reduce -1.9% 15,401 $10.3M
NorthCrest Asset Manangement, LLC 0.25% Add +10.0% 15,326 $10.3M
MY Wealth Management Inc. 9.03% Add +19.6% 15,390 $10.3M
Steigerwald, Gordon & Koch Inc. 1.00% Reduce -1.5% 15,345 $10.3M
Transamerica Financial Advisors, LLC 0.85% Add +9.6% 15,339 $10.3M
NFSG Corp 1.53% Add +3.2% 15,270 $10.2M
Stephens Inc. 0.13% Add +3.6% 15,259 $10.2M
Bulwark Capital Corp 7.94% Add +0.7% 15,256 $10.2M
Chapin Davis, Inc. 2.51% Reduce -2.4% 15,251 $10.2M
Sugar Maple Asset Management, LLC 7.30% Add +0.7% 15,247 $10.2M
Lighthouse Financial LLC 6.73% No change 15,229 $10.2M
Nepc LLC 0.27% Add +0.3% 15,220 $10.2M
White Pine Capital LLC 2.92% Reduce -1.8% 15,209 $10.2M
Meridian Financial Advisors, LLC 5.71% Add +0.2% 15,142 $10.1M
Cassia Capital Partners, LLC 5.52% Reduce -0.0% 15,103 $10.1M
Instrumental Wealth, LLC 7.06% Add +2.8% 14,723 $10.1M
Pension & Wealth Management Advisors, Inc. 3.14% Reduce -1.3% 14,895 $10.0M
Investment Management Corp. /Va/ 8.49% Add +0.7% 14,763 $9.9M
Calamos Advisors LLC 0.06% Reduce -1.4% 14,758 $9.9M
Milestone Investment Advisors LLC 2.45% Add +1.1% 14,743 $9.9M
Rialto Wealth Management, LLC 2.54% Reduce -3.2% 14,715 $9.8M
Elm Partners Management LLC 0.49% Add +3.6% 14,700 $9.8M
Financial Counselors Inc. 13.04% Add +3.8% 14,643 $9.8M
Nicolet Bankshares Inc. 1.57% Reduce -5.2% 14,593 $9.8M
Legacy Edge Advisors, LLC 1.15% Reduce -7.6% 14,551 $9.7M
Bawa N Mallick Trust 3.68% Add +0.1% 14,532 $9.7M
Mechanics Financial Corp 3.68% Add +5.6% 14,525 $9.7M
Plante Moran Financial Advisors, LLC 0.61% Add +17.3% 14,509 $9.7M
Nilsine Partners, LLC 0.87% Add +8.5% 14,477 $9.7M
Mach-1 Financial Group, LLC 1.55% Add +3941.6% 14,469 $9.7M
Integrity Advisory Solutions, LLC 1.55% — 14,469 $9.7M
Moors & Cabot, Inc. 0.42% Reduce -1.4% 14,454 $9.7M
Wedmont Private Capital 0.36% Reduce -2.1% 14,327 $9.6M
Founders Financial Alliance, LLC 1.81% Add +28.7% 14,350 $9.6M
Leuthold Group, LLC 1.05% Reduce -2.5% 14,298 $9.6M
Russell Investments Group, Ltd. 0.01% Add +28.1% 14,288 $9.6M
Jaffetilchin Investment Partners, LLC 0.57% Reduce -0.3% 14,209 $9.5M
Joel Isaacson & Co., LLC 0.34% Add +0.7% 14,197 $9.5M
Ironwood Investment Counsel, LLC 1.38% Add +0.3% 14,182 $9.5M
Private Advisory Group LLC 0.83% Reduce -13.8% 14,151 $9.5M
Founders Financial Securities LLC 0.64% Reduce -1.6% 14,135 $9.5M
Chesapeake Wealth Management 2.88% Add +24.3% 14,094 $9.4M
Embree Financial Group 1.26% Add +48.9% 14,002 $9.4M
Perissos Private Wealth Management, LLC 6.81% Reduce -26.1% 13,975 $9.4M
NatWest Group plc 2.31% No change 13,975 $9.4M
Greenwood Gearhart LLC 0.54% Reduce -8.1% 13,968 $9.3M
Abacus Planning Group, Inc. 1.29% Add +2.0% 13,964 $9.3M
Ethos Financial Group, LLC 0.73% Add +7.1% 13,889 $9.3M
waypoint wealth counsel 3.66% Add +0.7% 13,863 $9.3M
Apex Wealth Management, LLC 6.63% Reduce -5.2% 13,846 $9.3M
Hilltop National Bank 2.28% Reduce -0.1% 13,819 $9.2M
Forefront Wealth Partners, LLC 2.33% Reduce -49.9% 13,806 $9.2M
Nelson Capital Management, LLC 1.10% Add +1.5% 13,759 $9.2M
Perennial Investment Advisors, LLC 0.76% Add +0.4% 13,724 $9.2M
Genesis Wealth Advisors, LLC 6.47% Reduce -0.7% 13,721 $9.2M
Pittenger & Anderson Inc. 0.34% Add +14.3% 13,666 $9.1M
Shoker Investment Counsel, Inc. 2.68% Add +28.5% 13,583 $9.1M
Yelin Lapidot Holdings Management Ltd. 1.91% Reduce -32.3% 13,573 $9.1M
Twin Focus Capital Partners, LLC 1.15% Add +6.0% 13,546 $9.1M
Awm Capital, LLC 0.82% Reduce -0.0% 13,543 $9.1M
Continuum Advisory, LLC 0.95% Reduce -0.6% 13,467 $9.0M
West Bancorporation Inc. 4.97% Reduce -1.0% 13,354 $8.9M
Fidato Wealth LLC 5.86% Reduce -1.8% 13,323 $8.9M
McMill Wealth Management 2.53% Reduce -0.5% 13,271 $8.9M
Investment Research Partners LLC 3.99% — 12,839 $8.9M
Twin Peaks Wealth Advisors, LLC 3.03% Add +2.6% 13,243 $8.9M
Cutler Investment Counsel LLC 0.93% Reduce -2.8% 13,213 $8.8M
Mendota Financial Group, LLC 6.59% Reduce -0.2% 13,181 $8.8M
Legacy Capital Wealth Partners, LLC 1.92% Reduce -6.1% 13,163 $8.8M
HBK Sorce Advisory LLC 0.22% Add +3.7% 13,158 $8.8M
Trust Point Inc. 0.71% Reduce -0.0% 13,114 $8.8M
MSH Capital Advisors LLC 2.33% Reduce -1.2% 12,966 $8.7M
TFB Advisors LLC 2.52% Reduce -26.2% 13,004 $8.7M
Keystone Financial Group 0.66% Add +5.4% 12,874 $8.6M
Endeavor Private Wealth, Inc. 2.67% Add +8.6% 12,898 $8.6M
Tyche Wealth Partners LLC 1.51% Add +22.2% 12,821 $8.6M
C2C Wealth Management, LLC 7.35% Add +0.1% 12,796 $8.6M
Coign Capital Advisors LLC 4.71% Add +0.8% 12,787 $8.6M
Keystone Global Partners, LLC 4.33% Reduce -2.5% 12,685 $8.5M
Procyon Advisors, LLC 0.50% Add +185.1% 12,683 $8.5M
Sterling Financial Planning, Inc. 2.66% Add +0.2% 12,620 $8.4M
Index Fund Advisors, Inc. 0.41% Add +2.0% 12,560 $8.4M
Salomon & Ludwin, LLC 0.75% Reduce -7.2% 12,472 $8.4M
Krilogy Financial LLC 0.31% New 12,311 $8.4M
Flower City Capital 4.50% Reduce -2.5% 12,492 $8.4M
First Financial Corp. 3.25% Add +5036.9% 12,380 $8.3M
WASHINGTON TRUST Co 0.27% Reduce -0.8% 12,372 $8.3M
Barrett & Company, Inc. 2.84% Reduce -0.8% 12,368 $8.3M
Pitcairn Co. 0.65% Reduce -15.1% 12,327 $8.3M
Luken Investment Analytics, LLC 3.21% Reduce -9.4% 12,291 $8.2M
Emerald Advisors, LLC 1.09% Add +3.0% 12,278 $8.2M
Winthrop Capital Management, LLC 1.99% Add +10.2% 12,273 $8.2M
KCM Investment Advisors LLC 0.27% Add +0.0% 12,252 $8.2M
Riverbend Wealth Management, LLC 5.72% Reduce -2.8% 12,241 $8.2M
Certus Wealth Management, LLC 4.89% Reduce -2.8% 12,217 $8.2M
Wealthedge Investment Advisors, LLC 3.09% Reduce -0.0% 12,212 $8.2M
Jacobi Capital Management LLC 0.50% Add +1.4% 12,206 $8.2M
Davis Wealth Advisors, LLC 7.33% Add +2.2% 12,203 $8.2M
Platform Technology Partners 1.96% Add +0.1% 12,197 $8.2M
Spectrum Strategic Capital Management, LLC 4.88% Reduce -44.1% 12,168 $8.1M
Aprio Wealth Management, LLC 0.81% Reduce -4.0% 12,168 $8.1M
Ewing Morris & Co. Investment Partners Ltd. 3.49% Add +24.4% 12,161 $8.1M
Clear Investment Research, LLC 10.90% Reduce -21.4% 12,156 $8.1M
LaSalle St. Investment Advisors, LLC 1.46% Add +45.3% 12,133 $8.1M
Blueprint Financial Advisors LLC 1.75% Add +13.5% 12,128 $8.1M
KWB Wealth 0.90% Reduce -10.2% 13,064 $8.1M
XY Planning Network, Inc. 2.76% No change 13,058 $8.1M
RCS Financial Planning, LLC 3.59% Add +3.2% 12,111 $8.1M
Quartz Partners, LLC 2.93% Reduce -7.9% 12,096 $8.1M
First Financial Bankshares Inc 0.17% Add +204.6% 12,089 $8.1M
Ridgecrest Wealth Partners, LLC 3.65% Reduce -0.0% 12,065 $8.1M
Scissortail Wealth Management, LLC 1.75% Reduce -49.3% 12,019 $8.0M
Sage Mountain Advisors LLC 0.46% Add +29.9% 12,001 $8.0M
Aletheian Wealth Advisors LLC 3.73% Reduce -0.2% 11,986 $8.0M
Activest Wealth Management 1.62% Add +941.9% 11,951 $8.0M
TradeWell Securities, LLC. 3.36% Reduce -1.1% 11,902 $8.0M
Wilkins Miller Wealth Management, LLC 4.95% Add +6.1% 11,949 $8.0M
Norden Group LLC 0.81% Reduce -0.4% 11,924 $8.0M
Prasad Wealth Partners, LLC 2.22% Reduce -9.4% 11,918 $8.0M
OMERS ADMINISTRATION Corp 0.06% New 11,900 $8.0M
Successful Portfolios LLC 4.64% Add +6.5% 11,881 $8.0M
Sterling Investment Counsel, LLC 2.54% Add +306.1% 11,834 $7.9M
Sound Income Strategies, LLC 0.43% Add +29.1% 11,725 $7.9M
Hohimer Wealth Management, LLC 1.12% Add +0.1% 11,815 $7.9M
Barnes Wealth Management Group, Inc 4.35% Add +2.6% 11,806 $7.9M
Larson Financial Group LLC 0.28% Add +1.0% 11,754 $7.9M
Allodium Investment Consultants, LLC 4.44% Add +3.6% 11,751 $7.9M
Koss-Olinger Consulting, LLC 0.65% Reduce -0.2% 12,664 $7.9M
Westmount Partners, LLC 2.02% Reduce -0.4% 11,632 $7.8M
QRG Capital Management, Inc. 0.09% Add +30.0% 11,619 $7.8M
Hollow Brook Wealth Management LLC 1.82% Add +54.4% 11,523 $7.7M
Interchange Capital Partners, LLC 1.51% Add +14.4% 11,489 $7.7M
Catalina Capital Group, LLC 4.73% Add +7.0% 11,457 $7.7M
Trust Co 0.78% Reduce -1.9% 11,426 $7.6M
Idaho Trust Co 2.57% Add +7.1% 11,426 $7.6M
Stone Summit Wealth LLC 2.17% Add +13.8% 11,422 $7.6M
Bedel Financial Consulting, Inc. 0.97% Add +4.4% 11,398 $7.6M
Arcus Capital Partners, LLC 3.33% Add +0.1% 11,365 $7.6M
Chancellor Financial Group WB LP 5.40% Reduce -0.3% 11,351 $7.6M
Lakeridge Wealth Management LLC 3.37% Add +2.7% 11,342 $7.6M
Brand Asset Management Group, Inc. 2.13% Add +26.4% 11,333 $7.6M
Busey Bank 0.21% Reduce -1.4% 11,324 $7.6M
Illinois Municipal Retirement Fund 0.10% Reduce -26.1% 11,300 $7.6M
Intrua Financial, LLC 0.88% Reduce -0.9% 11,246 $7.5M
LVZ, Inc. 0.85% Add +10.3% 11,236 $7.5M
Fortress Financial Solutions, LLC 8.19% Add +29.6% 11,233 $7.5M
Daymark Wealth Partners, LLC 0.26% Add +3.3% 11,230 $7.5M
Empowered Funds, LLC 0.08% Add +25.0% 11,211 $7.5M
TCI Wealth Advisors, Inc. 0.45% Add +2.7% 11,171 $7.5M
Forte Asset Management LLC 3.60% Reduce -0.8% 11,170 $7.5M
Apeiron RIA LLC 1.68% Add +147.5% 11,220 $7.5M
JT Stratford LLC 1.01% Add +21.5% 11,165 $7.5M
Edgestream Partners, L.P. 0.22% Add +32.6% 11,161 $7.5M
New York Life Investment Management LLC 0.07% Reduce -53.4% 11,124 $7.4M
Astoria Strategic Wealth, Inc. 1.88% Add +1.6% 11,121 $7.4M
Brass Tax Wealth Management, Inc. 1.24% New 11,111 $7.4M
Able Wealth Management LLC 2.79% Reduce -2.5% 11,104 $7.4M
Burke & Herbert Bank & Trust Co. 1.59% Reduce -1.0% 11,084 $7.4M
Shelter Mutual Insurance Co 1.66% Reduce -9.1% 11,070 $7.4M
Cornerstone Planning Group LLC 1.19% Add +1435.3% 10,839 $7.4M
Salem Investment Counselors Inc. 0.21% Add +4.4% 11,057 $7.4M
Retirement Planning Group, LLC 0.26% Add +4.5% 11,051 $7.4M
Security National Bank 1.13% Reduce -0.7% 11,037 $7.4M
Selective Wealth Management, Inc. 2.38% Reduce -4.1% 10,973 $7.4M
Patten Group, Inc. 1.44% Reduce -0.6% 11,014 $7.4M
Meridian Financial Partners LLC 3.05% Reduce -2.7% 10,864 $7.3M
PFS Partners, LLC 3.49% Reduce -1.4% 10,969 $7.3M
Nuveen, LLC 0.00% Add +14.5% 10,916 $7.3M
ICONIQ Capital, LLC 0.09% Reduce -0.6% 10,912 $7.3M
Heritage Trust Co 0.77% Reduce -0.8% 10,911 $7.3M
Mission Creek Capital Partners, Inc. 1.44% Reduce -0.1% 10,902 $7.3M
TFR Capital, LLC. 2.44% Add +1.6% 10,899 $7.3M
Navigoe, LLC 4.65% Add +18.8% 10,888 $7.3M
5T Wealth, LLC 3.17% Add +5.0% 10,868 $7.3M
Transcendent Capital Group LLC 3.25% Add +9.3% 10,856 $7.3M
Beacon Bank & Trust 1.56% Add +15.3% 10,840 $7.3M
PFG Investments, LLC 0.38% Add +2.2% 10,833 $7.3M
Rockland Trust Co. 0.30% Add +100.8% 10,826 $7.2M
Trust Co. of Vermont 0.32% Add +0.4% 10,825 $7.2M
Badgley Phelps Wealth Managers, LLC 0.15% Add +0.9% 10,779 $7.2M
Pinebridge Investments, L.P. 0.05% No change 10,730 $7.2M
Benchmark Financial Wealth Advisors, LLC 2.16% Add +51.9% 10,704 $7.2M
Cardiff Park Advisors, LLC 0.55% Reduce -4.6% 10,695 $7.2M
Lifeworks Advisors, LLC 0.96% Reduce -1.6% 10,674 $7.1M
International Assets Investment Management, LLC 0.57% No change 11,471 $7.1M
DKM Wealth Management, Inc. 5.71% Add +3.6% 10,632 $7.1M
S.A. Mason LLC 3.14% Add +1.6% 10,628 $7.1M
BlueChip Wealth Advisors LLC 3.03% Reduce -1.7% 10,613 $7.1M
American Trust 0.60% Add +3.7% 10,583 $7.1M
Silver Oak Securities, Incorporated 0.53% Reduce -5.0% 10,582 $7.1M
FSA Wealth Management LLC 2.58% Reduce -0.9% 85,453 $7.1M
WESPAC Advisors, LLC 4.11% Add +79.3% 10,517 $7.0M
Greykasell Wealth Strategies, Inc. 2.96% Reduce -15.1% 10,516 $7.0M
Allen Capital Group, LLC 0.67% Add +1.2% 10,494 $7.0M
Firethorn Wealth Partners, LLC 2.75% Reduce -26.9% 10,436 $7.0M
MRP Capital Investments, LLC 5.99% No change 11,220 $7.0M
W Advisors, LLC 3.67% Reduce -0.7% 10,404 $7.0M
Innovative Wealth Building LLC 5.42% Reduce -5.6% 10,397 $7.0M
Prostatis Group LLC 1.74% Reduce -0.2% 10,390 $7.0M
Pinnacle Bancorp, Inc. 2.05% Add +4.7% 10,374 $6.9M
Hi-Line Capital Management, LLC 2.19% Add +19.5% 10,352 $6.9M
Zurich Insurance Group Ltd 0.05% No change 10,270 $6.9M
C M Bidwell & Associates Ltd. 3.32% Reduce -3.8% 10,300 $6.9M
Moloney Securities Asset Management, LLC 0.82% Reduce -0.6% 10,235 $6.9M
Bestgate Wealth Advisors, LLC 12.07% Reduce -2.7% 10,213 $6.8M
FDx Advisors, Inc. 2.04% Reduce -5.1% 9,946 $6.8M
Guyasuta Investment Advisors Inc. 0.39% Reduce -2.7% 10,170 $6.8M
Variant Private Wealth, LLC 6.27% Add +0.1% 10,135 $6.8M
Power Wealth Management LLC 2.47% Reduce -0.2% 10,122 $6.8M
New Age Alpha Advisors, LLC 0.28% Reduce -3.4% 10,121 $6.8M
KDK Private Wealth Management, LLC 6.86% Add +4.7% 10,105 $6.8M
Presidio Capital Management, LLC 2.37% Add +4.9% 10,095 $6.8M
Consolidated Portfolio Review Corp 0.85% Add +44.5% 10,066 $6.7M
Old Mission Capital LLC 0.24% Reduce -85.5% 10,061 $6.7M
NovaPoint Capital, LLC 1.65% Add +5.1% 10,047 $6.7M
Steph & Co. 2.05% Reduce -0.1% 10,037 $6.7M
Cadent Capital Advisors, LLC 1.77% Reduce -1.8% 10,007 $6.7M
Gen-Wealth Partners Inc 2.26% Reduce -7.4% 9,988 $6.7M
Wall Street Financial Group, Inc. 4.90% Reduce -7.1% 9,964 $6.7M
First National Bank of Omaha 0.42% No change 9,935 $6.6M
Triumph Capital Management 1.79% Add +3.4% 9,927 $6.6M
Sagard Holdings Management Inc. 33.22% No change 9,911 $6.6M
Pachira Investments Inc. 3.72% New 9,897 $6.6M
Strategy Asset Managers LLC 1.19% Add +4.7% 9,891 $6.6M
Lake Street Private Wealth, LLC 0.86% Reduce -11.6% 9,885 $6.6M
Glassman Wealth Services 0.93% No change 9,879 $6.6M
Journey Advisory Group, LLC 0.49% Reduce -1.9% 9,855 $6.6M
Advyzon Investment Management, LLC 1.12% Reduce -11.2% 9,788 $6.6M
Windsor Advisory Group, LLC 5.78% Reduce -3.5% 9,751 $6.5M
SK Wealth Management, LLC 2.43% Add +24.6% 9,648 $6.5M
WPG Advisers, LLC 5.04% Add +7.2% 9,708 $6.5M
InTrack Investment Management Inc 3.88% Add +11.2% 9,702 $6.5M
Ofc Financial Planning, LLC 6.42% Reduce -0.2% 9,683 $6.5M
Parkside Financial Bank & Trust 0.50% Add +8.9% 9,673 $6.5M
Graves Light Lenhart Wealth, Inc. 0.72% Reduce -12.4% 9,670 $6.5M
Annex Advisory Services, LLC 0.14% Reduce -2.3% 9,660 $6.5M
Signet Financial Management, LLC 0.75% Add +0.3% 9,649 $6.5M
Blue Bell Private Wealth Management, LLC 0.98% Reduce -7.9% 9,611 $6.4M
Curated Wealth Partners LLC 0.77% Reduce -26.1% 9,569 $6.4M
Landmark Wealth Management, LLC 2.54% Reduce -0.2% 9,566 $6.4M
Armbruster Capital Management, Inc. 1.09% Reduce -36.1% 9,548 $6.4M
Compass Ion Advisors, LLC 0.61% Add +2.9% 9,482 $6.3M
Edgemoor Investment Advisors, Inc. 0.49% Add +29.7% 9,468 $6.3M
TCTC Holdings, LLC 0.19% Reduce -6.7% 9,445 $6.3M
Level Four Advisory Services, LLC 0.22% Add +7.0% 9,425 $6.3M
Magnus Financial Group LLC 0.50% Reduce -0.1% 9,402 $6.3M
FLC Capital Advisors 1.22% Reduce -0.4% 9,387 $6.3M
Vident Advisory, LLC 0.06% Add +14.7% 9,356 $6.3M
Vawter Financial, Ltd. 2.83% Add +977.8% 9,334 $6.2M
Strathmore Capital Advisors, Inc. 2.56% Add +1.5% 9,328 $6.2M
Olde Wealth Management, LLC 1.93% — 9,112 $6.2M
Uptick Partners, LLC 1.64% Reduce -1.9% 9,307 $6.2M
St. Johns Investment Management Company, LLC 2.64% Reduce -0.6% 9,295 $6.2M
James J. Burns & Company, LLC 0.92% Reduce -1.7% 9,269 $6.2M
Edmond DE Rothschild Holding S.A. 0.10% Add +80.8% 9,248 $6.2M
Stonebridge Financial Planning Group, LLC 2.32% Reduce -2.4% 9,216 $6.2M
Hilltop Holdings Inc. 0.33% Add +6.0% 9,210 $6.2M
Avid Wealth Partners LLC 3.06% Add +2.3% 9,187 $6.1M
Toronto Dominion Bank 0.01% Add +218.8% 9,190 $6.1M
PMV Capital Advisers, LLC 11.91% Add +0.6% 9,167 $6.1M
Redhawk Wealth Advisors, Inc. 0.71% Reduce -5.5% 9,160 $6.1M
Brady Family Wealth, LLC 1.90% Add +0.1% 9,158 $6.1M
Stokes Family Office, LLC 0.58% Add +13.9% 9,146 $6.1M
Kera Capital Partners, Inc. 0.92% Add +0.0% 9,144 $6.1M
Curat Global, LLC 5.73% Add +11.6% 9,127 $6.1M
Sunburst Financial Group, LLC 1.29% Add +0.1% 9,125 $6.1M
West Branch Capital LLC 1.60% Add +0.6% 9,116 $6.1M
Stockman Wealth Management, Inc. 0.76% Add +10.6% 9,095 $6.1M
First Heartland Consultants, Inc. 0.49% Add +0.4% 9,081 $6.1M
Affiance Financial, LLC 1.11% Reduce -0.3% 9,072 $6.1M
Black Diamond Financial, LLC 0.68% Add +6.1% 9,048 $6.1M
Forum Financial Management, LP 0.08% Reduce -1.6% 9,048 $6.1M
Horizon Investments, LLC 0.08% Add +17.9% 9,027 $6.0M
Truefg, LLC 1.67% Reduce -2.1% 9,024 $6.0M
Traynor Capital Management, Inc. 0.34% Add +20.3% 8,957 $6.0M
Wincap Financial LLC 4.14% Add +11.8% 8,955 $6.0M
Heritage Family Offices, LLP 2.79% Reduce -32.0% 8,943 $6.0M
Moneda S.A. Administradora General de Fondos 6.58% No change 8,700 $6.0M
AA Financial Advisors, LLC 1.17% Add +1.2% 8,903 $6.0M
Tempus Wealth Planning, LLC 1.37% Add +3.0% 8,895 $6.0M
Essential Planning, LLC. 2.05% Reduce -4.4% 8,882 $5.9M
Bulltick Wealth Management, LLC 1.41% Reduce -8.0% 8,880 $5.9M
Siligmueller & Norvid Wealth Advisors LLC 2.67% New 8,862 $5.9M
Defined Wealth Management, LLC 3.44% Reduce -0.3% 8,864 $5.9M
Independent Solutions Wealth Management, LLC 1.05% Reduce -1.1% 8,856 $5.9M
ADG Wealth Management Group, LLC 4.71% Reduce -15.0% 8,853 $5.9M
Vertex Planning Partners, LLC 1.13% Reduce -0.6% 8,832 $5.9M
1834 Investment Advisors Co. 0.72% Reduce -11.4% 8,798 $5.9M
World Equity Group, Inc. 1.33% Add +9.7% 8,785 $5.9M
Dogwood Wealth Management LLC 2.67% No change 8,773 $5.9M
EFG Asset Management (Americas) Corp. 1.01% Reduce -12.6% 8,751 $5.9M
Sei Investments Co. 0.01% Add +3.4% 8,739 $5.8M
Facet Wealth, Inc. 0.12% Add +37.9% 8,729 $5.8M
Wealth Advisors of Iowa, LLC 1.99% Reduce -0.2% 8,725 $5.8M
Sonoma Private Wealth LLC 6.94% Add +0.2% 8,684 $5.8M
Pinnacle Wealth Planning Services, Inc. 0.68% Add +3.0% 8,671 $5.8M
GSG Advisors LLC 1.54% Reduce -0.8% 8,636 $5.8M
Kennicott Capital Management LLC 2.79% Add +0.0% 8,651 $5.8M
Nicholas Hoffman & Company, LLC. 0.14% Add +0.5% 8,627 $5.8M
Berkeley, Inc 1.86% Reduce -1.5% 8,623 $5.8M
Quad-Cities Investment Group, LLC 2.46% Reduce -2.5% 8,621 $5.8M
Strata Wealth Advisors, LLC 1.52% Reduce -18.4% 8,613 $5.8M
Banque Pictet & Cie SA 0.06% No change 8,612 $5.8M
Essex Bank 1.29% Add +18.5% 8,588 $5.7M
Commonwealth Retirement Investments LLC 1.95% Add +0.7% 8,571 $5.7M
Signal Advisors Wealth, LLC 0.52% Add +27.1% 8,570 $5.7M
Quadrant Private Wealth Management, LLC 1.05% Add +4.1% 8,564 $5.7M
Schorn Wealth LLC 1.75% Add +6.3% 8,545 $5.7M
Peak Asset Management, LLC 1.00% Reduce -4.3% 8,541 $5.7M
Kwmg, LLC 0.50% Reduce -1.1% 8,536 $5.7M
Quadcap Wealth Management, LLC 0.67% Reduce -8.0% 8,521 $5.7M
Private Wealth Partners, LLC 0.41% Add +1.0% 8,508 $5.7M
Financial Advocates Investment Management 3.19% Reduce -63.2% 8,485 $5.7M
Keystone Financial Services, LLC 3.96% Reduce -1.6% 8,454 $5.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.33% Add +4.2% 8,425 $5.6M
Morling Financial Advisors, LLC 1.87% Reduce -9.7% 8,423 $5.6M
Ascentis Independent Advisors 0.95% Add +14.3% 8,414 $5.6M
Jamison Private Wealth Management, Inc. 0.73% Add +4.0% 8,413 $5.6M
Legacy Advisory Services, LLC 4.25% Add +0.8% 8,409 $5.6M
ORG Partners LLC 1.04% Add +41.8% 8,070 $5.6M
Dana Investment Advisors, Inc. 0.16% Add +1.9% 8,391 $5.6M
Arista Wealth Management, LLC 0.70% No change 8,378 $5.6M
Patten & Patten Inc. 0.33% Add +103.9% 8,353 $5.6M
Daner Wealth Management, LLC 3.60% Add +0.1% 8,309 $5.5M
University of Texas/Texas Am Investment Management Co. 0.80% Reduce -8.8% 8,253 $5.5M
Vanguard Personalized Indexing Management, LLC 0.06% Add +12.1% 8,249 $5.5M
M3 Advisory Group, LLC 3.43% Add +0.1% 8,227 $5.5M
Financial Council, LLC 2.44% Reduce -0.6% 8,215 $5.5M
Cassaday & Co Wealth Management LLC 0.13% Reduce -0.3% 8,205 $5.5M
Antonelli Financial Advisors, LLC 3.73% Reduce -1.7% 8,196 $5.5M
Bear Mountain Capital, Inc. 1.84% No change 8,128 $5.5M
Bluespring Wealth Management, LLC 0.48% Reduce -1.0% 8,168 $5.5M
Seven Springs Wealth Group, LLC 1.35% Reduce -0.7% 8,158 $5.5M
Fiduciary Group, LLC 0.48% Add +0.2% 8,153 $5.5M
Franklin, Parlapiano, Turner & Welch, LLC 1.37% No change 8,109 $5.4M
Measured Wealth Private Client Group, LLC 1.46% Add +2.4% 8,107 $5.4M
Coppell Advisory Solutions LLC 0.57% Add +1.2% 8,117 $5.4M
Asset Planning Corporation 2.56% Reduce -0.4% 8,053 $5.4M
Sprinkle Financial Consultants LLC 3.01% Add +1.7% 8,040 $5.4M
NBT Bank, N.A. 0.35% Reduce -37.9% 4,983 $5.4M
Three Seasons Wealth, LLC 0.53% Reduce -1.3% 8,022 $5.4M
B.O.S.S. Retirement Advisors, LLC 1.28% Reduce -6.8% 8,017 $5.4M
Stage Harbor Financial, LLC 3.92% Add +82.0% 8,007 $5.4M
Semus Wealth Partners LLC 3.03% Add +0.9% 7,999 $5.4M
Alpha Advisors, LLC 4.01% Reduce -0.9% 7,972 $5.3M
Copperleaf Capital, LLC 2.56% Reduce -49.0% 7,970 $5.3M
Premier Path Wealth Partners, LLC 0.69% Add +0.5% 7,961 $5.3M
Access Financial Services, Inc. 1.93% Reduce -2.2% 7,955 $5.3M
FAS Wealth Partners, Inc. 0.36% Reduce -2.5% 7,936 $5.3M
Mitchell Capital Management Co. 0.91% Reduce -2.2% 7,922 $5.3M
BOS Asset Management, LLC 1.50% Add +2.0% 7,916 $5.3M
Qube Research & Technologies Ltd 0.01% Add +94.4% 7,901 $5.3M
Schmidt P J Investment Management Inc. 0.87% Add +1.9% 7,877 $5.3M
Laurel Wealth Planning LLC 2.79% Reduce -12.8% 7,868 $5.3M
Cahill Financial Advisors Inc. 0.60% Add +64.3% 7,866 $5.3M
McCarter Private Wealth Services LLC 2.69% Add +3.4% 7,860 $5.3M
Rinkey Investments 1.39% Add +10.4% 7,845 $5.3M
Confluence Wealth Services, Inc. 0.26% Reduce -0.9% 7,819 $5.2M
Smith Thornton Advisors LLC 2.74% Add +1.4% 7,816 $5.2M
Fortis Group Advisors, LLC 0.90% Reduce -0.9% 7,629 $5.2M
Keel Point, LLC 0.32% Add +13.9% 7,796 $5.2M
Infinity Wealth Counsel, LLC 5.06% Add +0.2% 7,782 $5.2M
Aufman Associates Inc 2.93% Add +0.2% 7,767 $5.2M
Brookwood Investment Group LLC 0.67% Add +6.4% 7,765 $5.2M
Auxano Advisors, LLC 1.10% Add +0.0% 7,762 $5.2M
Plan Group Financial, LLC 1.39% Reduce -13.3% 7,713 $5.2M
Stegner Investment Associates Inc. 2.82% Add +2.7% 7,681 $5.1M
Old Port Advisors 1.30% Reduce -52.7% 7,677 $5.1M
Ruggaard & Associates LLC 1.92% Add +1.0% 7,676 $5.1M
49 Wealth Management, LLC 0.48% Add +0.4% 7,673 $5.1M
Rathbones Group PLC 0.02% Add +11.8% 7,665 $5.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.4% 7,657 $5.1M
MAS Advisors LLC 8.11% Reduce -0.8% 7,656 $5.1M
Rockwood Wealth Management, LLC 0.41% Reduce -10.9% 7,628 $5.1M
Laird Norton Wetherby Wealth Management, LLC 0.21% Add +4.4% 7,615 $5.1M
Stephen J. Garry & Associates, LLC 4.05% Reduce -4.0% 7,574 $5.1M
Debussy Capital Management LP 0.72% Reduce -31.0% 7,562 $5.1M
Ayalon Insurance Comp Ltd. 1.28% Add +3.5% 7,559 $5.1M
2UniFi Bank 2.53% Reduce -1.3% 7,552 $5.1M
Raab & Moskowitz Asset Management LLC 1.13% Reduce -0.4% 7,548 $5.1M
Northeast Investment Management 0.20% No change 7,543 $5.0M
Ellis Investment Partners, LLC 0.91% Reduce -1.8% 7,540 $5.0M
Eaton Financial Holdings Company, LLC 1.42% Reduce -18.3% 7,538 $5.0M
Full Sail Capital, LLC 0.28% Add +0.4% 7,535 $5.0M
Quest 10 Wealth Builders, Inc. 4.63% Reduce -0.7% 7,511 $5.0M
Triglav Investments, D.O.O. 0.33% No change 7,490 $5.0M
GAMMA Investing LLC 0.28% Add +12.1% 7,485 $5.0M
Cooper Financial Group 0.55% Reduce -3.0% 7,485 $5.0M
Atlas Brown,Inc. 1.48% Reduce -0.4% 7,474 $5.0M
Alliance Wealth Advisors, LLC 1.17% Reduce -1.3% 7,465 $5.0M
Milestone Asset Management Group, LLC 3.14% Add +1.0% 7,456 $5.0M
Marex Group Ltd 0.06% New 7,432 $5.0M
Colony Family Offices, LLC 1.29% Reduce -49.1% 7,425 $5.0M
SilverOak Wealth Management LLC 0.84% Add +0.9% 7,412 $5.0M
LifePlan Investment Advisors, Inc. 2.08% Reduce -3.4% 7,409 $5.0M
Accelerate Investment Advisors LLC 3.36% Reduce -1.3% 7,369 $4.9M
Carret Asset Management, LLC 0.48% Reduce -1.1% 7,358 $4.9M
Gitterman Wealth Management, LLC 1.13% Reduce -0.8% 7,351 $4.9M
Marietta Wealth Management, LLC 0.60% Add +1.3% 7,346 $4.9M
Woodmont Investment Counsel LLC 0.33% Add +2.6% 7,345 $4.9M
Cromwell Holdings LLC 2.62% New 7,335 $4.9M
Independence Bank of Kentucky 0.63% Reduce -1.1% 7,330 $4.9M
Medallion Wealth Advisors, LLC 1.74% Add +5.4% 7,302 $4.9M
Bearing Point Capital, LLC 0.84% Reduce -5.7% 7,299 $4.9M
Insight Advisors, LLC/ PA 0.75% Reduce -0.3% 7,284 $4.9M
Macroview Investment Management LLC 3.66% Add +2.6% 7,288 $4.9M
Paladin Advisory Group, LLC 3.78% No change 7,245 $4.8M
Tru Independence Asset Management 2, LLC 3.19% Reduce -12.3% 7,244 $4.8M
West Paces Advisors Inc. 0.96% Reduce -0.9% 7,243 $4.8M
Groupe la Francaise 0.07% New 8,535 $4.8M
Meridian Wealth Partners, LLC 0.67% Reduce -9.3% 7,239 $4.8M
Tufton Capital Management 0.86% Reduce -1.8% 7,240 $4.8M
HM Payson & Co. 0.07% Add +2.4% 7,206 $4.8M
Blalock Williams, LLC 4.22% Reduce -3.5% 7,199 $4.8M
Madison Asset Management, LLC 0.05% Reduce -0.7% 7,186 $4.8M
Arlington Trust Co LLC 0.86% No change 7,170 $4.8M
NorthStar Asset Management LLC 2.30% Add +0.8% 7,169 $4.8M
Cornell Pochily Investment Advisors, Inc. 1.43% Add +1.9% 7,168 $4.8M
HUB Investment Partners, LLC 0.18% Reduce -4.2% 7,167 $4.8M
Zacks Investment Management 0.04% Add +7.7% 7,127 $4.8M
Potentia Wealth 1.82% Add +5.6% 7,118 $4.8M
Galvin, Gaustad & Stein, LLC 0.39% Reduce -2.4% 7,117 $4.8M
Turtle Creek Wealth Advisors, LLC 0.42% Add +10.3% 7,109 $4.8M
LOM Asset Management Ltd 1.45% Reduce -0.6% 7,085 $4.7M
New England Private Wealth Advisors LLC 0.62% Add +0.1% 7,071 $4.7M
Opulen Financial Group LLC 3.58% Reduce -0.7% 7,053 $4.7M
Weaver Consulting Group 1.20% Reduce -5.5% 7,051 $4.7M
O'Connor Financial Group LLC 1.98% Reduce -3.0% 7,046 $4.7M
Fulcrum Capital LLC 0.97% Reduce -9.3% 7,046 $4.7M
Kestra Investment Management, LLC 0.13% Add +13.8% 7,038 $4.7M
New Century Financial Group, LLC 8.36% Reduce -8.1% 7,029 $4.7M
Davidson Trust Co. 1.94% Reduce -6.4% 7,026 $4.7M
Harvey Capital Management Inc. 1.00% Reduce -2.3% 7,026 $4.7M
JTC Employer Solutions Trustee Ltd 0.40% No change 7,026 $4.7M
Foresight Capital Management Advisors, Inc. 2.65% Reduce -2.7% 7,021 $4.7M
SeaBridge Investment Advisors LLC 0.76% Reduce -5.9% 6,976 $4.7M
Jackson, Grant Investment Advisers, Inc. 1.56% Add +0.1% 6,972 $4.7M
McNaughton Wealth Management, LLC 1.96% Add +0.0% 6,937 $4.6M
Paces Ferry Wealth Advisors, LLC 1.92% Reduce -2.0% 6,911 $4.6M
Harbor Asset Planning, Inc. 4.13% Reduce -0.1% 6,903 $4.6M
Financial Perspectives, Inc 1.28% Reduce -0.9% 6,888 $4.6M
Strategies Wealth Advisors, LLC 0.48% Reduce -25.1% 6,852 $4.6M
Koesten, Hirschmann & Crabtree, INC. 2.19% Reduce -0.1% 6,842 $4.6M
TFO Wealth Partners, LLC 0.75% Add +0.2% 6,836 $4.6M
L.K. Benson & Company, P.C. 2.45% Add +87.1% 6,788 $4.5M
Lincoln Capital Corp. 1.63% Reduce -8.2% 6,773 $4.5M
Plum Street Advisors, LLC 1.75% Reduce -0.8% 6,763 $4.5M
Rede Wealth, LLC 3.55% Reduce -36.0% 6,752 $4.5M
Eagle Bay Advisors LLC 3.55% Reduce -9.2% 6,752 $4.5M
Triune Financial Partners, LLC 1.14% Add +0.3% 6,738 $4.5M
First Trust Advisors LP 0.00% Reduce -3.6% 6,737 $4.5M
Sage Capital Advisors,llc 1.07% Reduce -1.0% 6,737 $4.5M
Trust Co of the South 0.75% No change 6,727 $4.5M
First United Bank & Trust 1.46% Reduce -0.4% 6,718 $4.5M
Richard W. Paul & Associates, LLC 1.53% Add +0.9% 6,685 $4.5M
Chilton Capital Management LLC 0.15% Reduce -1.0% 6,684 $4.5M
Hemington Wealth Management 0.58% Reduce -0.8% 6,679 $4.5M
Motco 0.41% Add +5.4% 6,672 $4.5M
Helium Advisors LLC 3.72% Reduce -10.7% 6,657 $4.5M
CoreFirst Bank & Trust 2.41% Reduce -0.8% 6,651 $4.5M
Encompass More Asset Management 0.86% Reduce -3.8% 6,646 $4.4M
Americana Partners, LLC 0.13% Add +21.8% 6,635 $4.4M
Warm Springs Advisors Inc. 3.37% Reduce -0.5% 6,631 $4.4M
Sage Financial Group Inc. 0.30% Add +1.9% 6,630 $4.4M
Oakwell Private Wealth Management, LLC 0.89% No change 6,627 $4.4M
Sonata Capital Group Inc. 1.64% No change 6,622 $4.4M
Boston Family Office LLC 0.28% Add +0.0% 6,609 $4.4M
Cornerstone Partners Capital Management, LLC 12.80% Reduce -26.8% 6,606 $4.4M
Dentgroup LLC 2.86% Reduce -0.2% 6,600 $4.4M
Old Mission Investment Co LLC 1.08% Reduce -3.9% 6,586 $4.4M
Flywheel Private Wealth LLC 3.44% Add +9.5% 6,580 $4.4M
South Plains Financial, Inc. 2.75% Add +1.5% 6,579 $4.4M
Leo Wealth, LLC 0.57% Reduce -34.5% 6,567 $4.4M
Intelligent Financial Strategies 2.13% Reduce -3.1% 6,545 $4.4M
Corsicana & Co. 2.46% — 6,544 $4.4M
Howard Financial Services, LTD. 0.54% Add +0.3% 6,539 $4.4M
Global View Capital Management LLC 0.93% Add +5.9% 6,520 $4.4M
Riverbridge Partners LLC 0.07% Add +120.8% 6,517 $4.4M
Investors Research Corp 0.80% No change 6,468 $4.3M
Straight Path Wealth Management 1.21% Add +0.3% 6,465 $4.3M
1 North Wealth Services LLC 1.77% Reduce -4.6% 6,462 $4.3M
Forza Wealth Management, LLC 1.66% Add +28.6% 6,457 $4.3M
MIdWestOne Financial Group, Inc. 0.52% No change 6,452 $4.3M
Fullerton Fund Management Co Ltd. 0.17% Reduce -53.8% 6,418 $4.3M
PUREfi Wealth, LLC 3.30% Add +23.0% 6,401 $4.3M
Alta Wealth Advisors LLC 1.53% Reduce -0.1% 6,370 $4.3M
Kohmann Bosshard Financial Services, LLC 0.44% Add +28.4% 6,355 $4.3M
Tableaux LLC 1.70% Add +98.6% 6,352 $4.3M
Hill Island Financial LLC 1.06% Reduce -0.3% 6,327 $4.2M
ZWJ Investment Counsel Inc. 0.15% Add +6.6% 6,310 $4.2M
Oldfather Financial Services, LLC 1.31% Reduce -0.6% 6,300 $4.2M
BCU Wealth Advisors, LLC 1.71% Add +5.0% 6,300 $4.2M
Michels Family Financial, LLC 3.28% Reduce -2.7% 6,296 $4.2M
Gallagher Fiduciary Advisors, LLC 0.15% Reduce -3.4% 6,291 $4.2M
ORBA Wealth Advisors, L.L.C. 3.46% No change 6,276 $4.2M
First Bank & Trust 0.71% Add +5.5% 6,263 $4.2M
First County Bank 2.14% No change 6,242 $4.2M
Romano Brothers and Company 0.48% Reduce -7.3% 6,232 $4.2M
United Advisor Group, LLC 0.56% Add +96.3% 6,230 $4.2M
BCS Private Wealth Management, Inc. 1.49% Reduce -3.3% 6,223 $4.2M
Clifford Swan Investment Counsel LLC 0.14% Add +0.9% 6,205 $4.2M
Florida Trust Wealth Management Co 0.12% Add +10.4% 6,203 $4.2M
Thrive Wealth Management, LLC 0.63% Reduce -1.9% 6,188 $4.1M
Liberty Capital Management, Inc. 0.78% Add +2.5% 6,181 $4.1M
American Financial Advisors, LLC 0.53% Reduce -9.3% 6,175 $4.1M
Davis R M Inc. 0.07% Add +66.2% 6,174 $4.1M
Equitable Trust Co. 0.19% Reduce -0.2% 6,171 $4.1M
Wealth Management Nebraska 0.49% Reduce -2.3% 6,165 $4.1M
Evensky & Katz LLC 0.24% Reduce -11.3% 6,145 $4.1M
Kaydan Wealth Management, Inc. 1.17% Add +4.3% 6,143 $4.1M
WestHill Financial Advisors, Inc. 0.80% Reduce -0.4% 6,114 $4.1M
Lyell Wealth Management, LP 0.30% Add +0.2% 6,106 $4.1M
Napa Wealth Management 1.91% Reduce -1.0% 6,098 $4.1M
WNY Asset Management, LLC 0.39% Reduce -6.4% 6,092 $4.1M
First Manhattan Co. Llc. 0.01% Add +27.4% 6,084 $4.1M
Oakworth Capital, Inc. 0.24% Reduce -0.0% 6,078 $4.1M
Bridgewater Advisors Inc. 0.28% Add +9.3% 6,034 $4.1M
GDS Wealth Management 0.27% Reduce -2.5% 6,071 $4.1M
Beverly Hills Private Wealth, LLC 0.72% Reduce -1.2% 6,050 $4.0M
Clarkston Capital Partners, LLC 0.09% Add +0.5% 6,050 $4.0M
ERn Financial, LLC 0.80% Reduce -7.3% 6,046 $4.0M
Maxele Advisors, LLC 3.48% Add +0.1% 6,031 $4.0M
Paulson Wealth Management Inc. 0.95% Reduce -0.3% 6,027 $4.0M
Edge Financial Advisors LLC 1.81% Reduce -25.8% 6,022 $4.0M
Comprehensive Financial Planning, Inc. 2.76% Add +2.7% 6,012 $4.0M
Aaron Wealth Advisors LLC 0.24% Add +0.2% 5,989 $4.0M
Discipline Wealth Solutions, LLC 1.05% Add +17.6% 5,947 $4.0M
Everhart Financial Group, Inc. 0.40% Add +5.0% 5,947 $4.0M
Legacy Financial Advisors, Inc. 0.55% Reduce -1.3% 5,945 $4.0M
Goodman Financial Corp 0.77% Reduce -0.3% 5,944 $4.0M
Two West Capital Advisors LLC 2.40% Add +9.4% 5,845 $4.0M
Wealthgarden F.S. LLC 2.83% Add +7.0% 5,889 $4.0M
Palisade Capital Management, LP 0.12% Add +1.7% 5,927 $4.0M
Ipswich Investment Management Co., Inc. 0.92% Add +7.0% 5,908 $4.0M
Fonville Wealth Management LLC 0.89% Add +121.3% 5,882 $3.9M
Leeward Financial Partners, LLC 1.12% Add +0.9% 5,880 $3.9M
First Business Financial Services, Inc. 0.36% No change 5,873 $3.9M
Harbour Capital Advisors, LLC 0.80% Reduce -4.5% 5,838 $3.9M
Riverwater Partners LLC 1.63% Add +25.6% 5,864 $3.9M
Vontobel Holding Ltd. 0.01% Reduce -33.1% 5,855 $3.9M
Portside Wealth Group, LLC 0.54% Add +3.9% 5,847 $3.9M
First American Trust, FSB 0.28% Reduce -5.7% 5,831 $3.9M
Aspen Investment Management Inc 1.50% Add +0.1% 5,800 $3.9M
Security Benefit Life Insurance Co. 1.58% Reduce -14.7% 5,800 $3.9M
Cim, LLC 0.51% Reduce -0.8% 5,784 $3.9M
Gemmer Asset Management LLC 0.31% Reduce -16.6% 5,768 $3.9M
Condor Capital Management 0.32% Reduce -1.6% 5,766 $3.9M
GW Henssler & Associates Ltd. 0.19% Reduce -4.3% 5,749 $3.8M
Lifelong Wealth Advisors, Inc. 1.15% Add +1.3% 5,746 $3.8M
First National Corp. /Ma/ 0.73% No change 5,704 $3.8M
Summit Financial Wealth Advisors, LLC 0.59% Add +14.3% 5,691 $3.8M
Woodley Farra Manion Portfolio Management Inc. 0.18% Reduce -1.5% 5,677 $3.8M
Raleigh Capital Management Inc. 1.44% Add +71.0% 5,672 $3.8M
Schnieders Capital Management, Llc. 0.61% — 5,656 $3.8M
McAlister, Sweet & Associates, Inc. 2.50% Add +12.7% 5,654 $3.8M
Stenger Family Office, LLC 0.78% Reduce -7.9% 5,493 $3.8M
Ocean Park Asset Management, LLC 0.16% New 5,651 $3.8M
First Bancorp, Inc 2.01% Reduce -3.0% 5,648 $3.8M
Titleist Asset Management, LLC 0.33% Reduce -0.3% 5,647 $3.8M
Fisher Asset Management 0.00% Reduce -16.8% 5,630 $3.8M
Frank, Rimerman Advisors LLC 0.24% Add +0.0% 5,595 $3.7M
Redwood Wealth Management Group, LLC 1.59% Reduce -0.0% 5,592 $3.7M
Mairs & Power Inc. 0.04% Reduce -90.7% 475 $3.7M
BNP Paribas 0.11% Add +5.7% 5,524 $3.7M
Arcadia Wealth Management, Inc. 2.24% Add +11.1% 5,518 $3.7M
Pettyjohn, Wood & White, Inc. 0.61% Add +7.3% 5,505 $3.7M
Elwood & Goetz Wealth Advisory Group, LLC 0.71% Add +20.1% 5,500 $3.7M
ARS Investment Partners, LLC 0.24% Add +42.4% 5,480 $3.7M
Sound View Wealth Advisors Group, LLC 0.25% Add +0.2% 5,474 $3.7M
Berman McAleer LLC 0.51% — 5,472 $3.7M
Segment Wealth Management, LLC 0.22% Add +13.3% 5,462 $3.7M
Encompass Wealth Advisors, LLC 1.24% Reduce -0.1% 5,440 $3.6M
Mattern Wealth Management LLC 0.72% Reduce -2.8% 5,419 $3.6M
M1 Capital Management LLC 1.56% Reduce -4.1% 5,416 $3.6M
Sculati Wealth Management, LLC 1.28% Add +23.4% 5,415 $3.6M
Financial Gravity Asset Management, Inc. 0.71% — 5,412 $3.6M
Mason & Associates, LLC 0.91% No change 5,829 $3.6M
Tranquility Partners, LLC 1.22% Reduce -5.5% 5,404 $3.6M
Gilliland Jeter Wealth Management LLC 1.11% Add +14.0% 5,394 $3.6M
Nemes Rush Group LLC 0.36% Add +0.1% 5,394 $3.6M
Houlihan Financial Resource Group, Ltd. 3.17% Reduce -48.0% 5,385 $3.6M
Delta Wealth Advisors LLC 2.82% Reduce -1.2% 5,383 $3.6M
Schneider Downs Wealth Management Advisors, LP 0.43% Reduce -3.3% 5,371 $3.6M
Montgomery Investment Management Inc. 1.26% Add +4.9% 5,371 $3.6M
Maridea Wealth Management LLC 0.56% Reduce -21.6% 5,323 $3.6M
Lansing Street Advisors 0.95% Reduce -3.4% 5,357 $3.6M
Alaethes Wealth, LLC 1.02% Reduce -2.0% 5,357 $3.6M
Newport Capital Group, LLC 2.25% No change 5,346 $3.6M
Ridgepath Capital Management LLC 1.52% Add +2.2% 5,336 $3.6M
Blodgett Wealth Advisors, LLC 2.45% Add +2.1% 5,322 $3.6M
Elevation Point Wealth Partners, LLC 0.25% Reduce -89.0% 5,317 $3.6M
Johnson Financial Group, LLC 0.33% Add +79.8% 5,316 $3.6M
Dunhill Financial, LLC 1.19% Reduce -2.2% 5,294 $3.5M
FSM Wealth Advisors, LLC 0.50% Add +3.8% 5,286 $3.5M
Global Strategic Investment Solutions, LLC 0.35% Add +0.0% 5,247 $3.5M
Centric Wealth Management 0.78% Add +0.0% 5,125 $3.5M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 5,245 $3.5M
Ceera Investments, LLC 1.09% Add +2.4% 5,233 $3.5M
Mogy Joel R Investment Counsel Inc. 0.19% No change 5,229 $3.5M
Arcadia Investment Advisors LLC 1.70% Reduce -1.6% 5,221 $3.5M
PGIM Custom Harvest LLC 0.05% Reduce -14.3% 5,220 $3.5M
Appleton Partners Inc. 0.23% Reduce -3.4% 5,216 $3.5M
BlueSky Wealth Advisors, LLC 0.47% Add +0.3% 5,152 $3.4M
North Berkeley Wealth Management, LLC 2.72% Add +1.4% 5,144 $3.4M
Praetorian Wealth Management, Inc. 0.71% New 5,143 $3.4M
Total Clarity Wealth Management, Inc. 0.91% Reduce -6.0% 5,136 $3.4M
Strid Group, LLC 0.44% Reduce -4.5% 5,134 $3.4M
Asset Dedication, LLC 0.23% Reduce -10.4% 5,126 $3.4M
Canandaigua National Bank & Trust Co. 0.30% Reduce -2.3% 5,124 $3.4M
McIlrath & Eck, LLC 0.35% Add +0.7% 5,120 $3.4M
Roxbury Financial LLC 3.16% Reduce -0.6% 5,117 $3.4M
EWG Elevate Inc. 1.07% Add +90.8% 5,109 $3.4M
Biltmore Family Office, LLC 0.49% Reduce -0.0% 5,105 $3.4M
Frontier Asset Management, LLC 0.85% Reduce -4.6% 5,103 $3.4M
Trivium Point Advisory, LLC 0.35% Reduce -40.5% 5,100 $3.4M
Austin Private Wealth, LLC 0.26% Add +5.4% 5,093 $3.4M
Arbor Trust Wealth Advisors, LLC 1.53% Reduce -0.6% 5,084 $3.4M
Donaldson Capital Management, LLC 0.11% Add +83.5% 5,073 $3.4M
Arcadia Investment Management Corp. 0.52% Add +1.8% 5,056 $3.4M
Elevated Capital Advisors, LLC 0.84% Reduce -9.5% 5,051 $3.4M
Hughes Financial Services, LLC 0.54% Reduce -1.0% 4,928 $3.4M
Triad Wealth Partners, LLC 0.44% Add +63.1% 5,042 $3.4M
Barnes Pettey Financial Advisors, LLC 1.85% Reduce -1.6% 5,038 $3.4M
Family Manage LLC 0.47% Reduce -1.6% 5,032 $3.4M
CVFG LLC 2.43% Reduce -0.9% 5,028 $3.4M
Certior Financial Group, LLC 2.28% Reduce -8.6% 5,025 $3.4M
CWS Financial Advisors, LLC 0.93% Reduce -1.5% 5,020 $3.4M
Cidel Asset Management Inc. 0.19% No change 5,009 $3.4M
Worth Financial Advisory Group, LLC 1.88% Reduce -2.5% 4,998 $3.3M
Cowa, LLC 1.18% Reduce -0.4% 4,987 $3.3M
Private Capital Management, LLC 0.31% Reduce -1.2% 4,959 $3.3M
Firestone Capital Management 0.71% Add +11.0% 4,936 $3.3M
Rothschild & Co Wealth Management UK Ltd 0.05% No change 4,929 $3.3M
Warner Financial, Inc. 1.23% Add +0.1% 4,927 $3.3M
Centaurus Financial, Inc. 0.15% Add +4.5% 4,927 $3.3M
PMG Wealth Management, Inc. 2.51% Add +2.1% 4,939 $3.3M
Global Financial Private Client, LLC 1.17% Reduce -6.0% 4,916 $3.3M
Knightsbridge Asset Management, LLC 0.56% Add +8.8% 4,913 $3.3M
Investment Partners, LTD. 1.16% Reduce -0.9% 4,903 $3.3M
Forthright Family Wealth Advisory LLC 2.01% Add +740.2% 4,890 $3.3M
Howard Wealth Management, LLC 1.50% Add +0.5% 4,881 $3.3M
SRH Advisors, LLC 0.95% No change 4,879 $3.3M
Essential Partners LLC 1.07% Add +3.3% 4,868 $3.3M
Fortis Capital Management LLC 0.46% Add +0.0% 4,864 $3.3M
Melfa Wealth Management, Inc. 1.91% Reduce -0.1% 4,864 $3.3M
Evanson Asset Management, LLC 0.18% Reduce -13.3% 4,851 $3.2M
Spirepoint Private Client, LLC 0.34% Add +2.1% 4,848 $3.2M
Caldwell Sutter Capital, Inc. 1.39% Reduce -1.7% 4,846 $3.2M
REAP Financial Group, LLC 0.70% Add +3.4% 4,843 $3.2M
Clarity Capital Advisors, LLC 1.76% Reduce -1.4% 4,828 $3.2M
MB Generational Wealth, LLC 2.05% — 4,828 $3.2M
Painted Porch Advisors LLC 1.23% Reduce -0.9% 4,824 $3.2M
Capital Advantage, Inc. 0.48% Reduce -1.0% 4,818 $3.2M
Donor Advised Charitable Giving, Inc. 0.06% Reduce -28.1% 4,807 $3.2M
Hopwood Financial Services, Inc. 2.15% Reduce -0.2% 4,801 $3.2M
Alterna Wealth Management, Inc. 2.64% Reduce -8.0% 4,799 $3.2M
Texas Yale Capital Corp. 0.10% No change 4,796 $3.2M
Beacon Financial Advisory LLC 0.74% Reduce -0.1% 4,776 $3.2M
Generation Capital Management LLC 2.31% Reduce -0.5% 4,770 $3.2M
Birmingham Capital Management Co. Inc. 1.47% No change 4,768 $3.2M
Alerus Financial NA 0.16% Add +0.4% 4,767 $3.2M
Gratus Wealth Advisors, LLC 0.45% Reduce -0.6% 4,761 $3.2M
HBW Advisory Services LLC 0.36% Add +8.1% 4,753 $3.2M
Prudent Man Advisors, LLC 1.17% Reduce -29.8% 4,742 $3.2M
Tudor Financial Inc. 1.68% Add +5.8% 4,737 $3.2M
Marquette Associates, Inc. 3.80% Reduce -87.2% 4,716 $3.2M
Valley Wealth Managers, Inc. 0.21% Reduce -4.4% 4,714 $3.2M
Kavar Capital Partners Group, LLC 0.42% Reduce -3.2% 4,713 $3.2M
Sterling Wealth Advisors Inc 2.01% No change 4,722 $3.2M
Darrow Company, Inc. 1.46% Reduce -0.6% 4,693 $3.1M
SP Asset Management LLC 0.25% Add +11.8% 4,689 $3.1M
Diversify Wealth Management, LLC 0.18% Add +102.9% 4,553 $3.1M
Sage Rhino Capital LLC 0.60% No change 4,666 $3.1M
Tolleson Wealth Management, Inc. 0.48% No change 4,656 $3.1M
Ackerman Capital Advisors, LLC 0.65% No change 4,650 $3.1M
Mengis Capital Management, Inc. 0.61% Add +0.1% 4,628 $3.1M
TRUE Private Wealth Advisors 0.32% Reduce -2.0% 4,624 $3.1M
Signature Resources Capital Management, LLC 1.69% No change 4,619 $3.1M
Lincoln Capital LLC 0.58% Add +2.4% 4,594 $3.1M
Central Bank & Trust Co. 0.48% Reduce -14.3% 4,594 $3.1M
Meyer Handelman Co. 0.10% Reduce -1.7% 4,590 $3.1M
MBM Wealth Consultants, LLC 0.76% No change 4,584 $3.1M
Upper Left Wealth Management, LLC 1.92% Reduce -0.7% 4,580 $3.1M
NYL Investors LLC 1.05% No change 4,554 $3.0M
Sachetta, LLC 1.13% Reduce -1.4% 4,541 $3.0M
Alteri Wealth LLC 1.04% Add +1.0% 4,538 $3.0M
Rossby Financial, LCC 1.01% Add +22.6% 4,517 $3.0M
Absolute Capital Management, LLC 1.30% Add +22.8% 4,527 $3.0M
One Wealth Management Investment & Advisory Services, LLC 3.52% Add +0.8% 4,525 $3.0M
Regimen Wealth, LLC 0.90% Reduce -0.9% 4,524 $3.0M
Kathleen S. Wright Associates Inc. 1.12% Reduce -0.8% 4,520 $3.0M
Old North State Trust, LLC 1.84% Reduce -0.0% 4,518 $3.0M
Manchester Capital Management LLC 0.41% Reduce -3.3% 4,517 $3.0M
Ewa, LLC 0.84% Reduce -0.7% 4,513 $3.0M
Mezzasalma Advisors, LLC 0.77% Add +8.1% 4,500 $3.0M
GHP Investment Advisors, Inc. 0.13% Add +0.1% 4,486 $3.0M
Flavin Financial Services, Inc. 2.13% Add +2.6% 4,483 $3.0M
Rik Saylor Financial, Inc. 2.19% No change 4,481 $3.0M
Balefire, LLC 0.60% Reduce -24.0% 4,469 $3.0M
Clark Asset Management, LLC 0.35% Reduce -0.1% 4,462 $3.0M
Invested Advisors 4.35% — 5,041 $3.0M
Courage Miller Partners, LLC 0.89% Reduce -4.2% 4,458 $3.0M
Foster Dykema Cabot & Partners, LLC 0.20% No change 4,457 $3.0M
Mayfair Advisory Group, LLC 1.28% Add +1.1% 4,454 $3.0M
Precision Wealth Strategies, LLC 0.96% Reduce -14.4% 4,442 $3.0M
Walled Lake Planning & Wealth Management, LLC 0.98% Reduce -3.3% 4,439 $3.0M
Advisor OS, LLC 0.26% Add +2.6% 4,438 $3.0M
Mainstream Capital Management LLC 1.97% Reduce -1.9% 4,438 $3.0M
Clearwater Capital Advisors, LLC 0.25% Reduce -0.2% 4,419 $3.0M
Empirical Asset Management, LLC 0.82% Add +0.4% 4,409 $3.0M
Beck Mack & Oliver LLC 0.05% No change 4,407 $2.9M
Polymer Capital Management (HK) LTD 0.41% No change 4,400 $2.9M
Panoramic Investment Advisors, LLC 1.65% Add +1.1% 4,384 $2.9M
Angeles Wealth Management, LLC 0.18% Add +28.1% 4,355 $2.9M
Gallacher Capital Management LLC 1.15% Reduce -2.1% 4,354 $2.9M
Retirement Investment Advisors, Inc. 0.24% New 4,348 $2.9M
Laurel Wealth Advisors LLC 0.41% Reduce -2.2% 4,331 $2.9M
Community Trust & Investment Co. 0.16% Add +29.9% 4,314 $2.9M
Park Capital Management, LLC / WI 2.31% Reduce -4.3% 4,309 $2.9M
Inspire Advisors, LLC 0.28% Add +10.3% 4,298 $2.9M
CapWealth Advisors, LLC 0.26% Reduce -0.3% 4,293 $2.9M
United Capital Management of KS, Inc. 0.39% Reduce -3.3% 4,283 $2.9M
Archford Capital Strategies, LLC 0.34% Reduce -0.0% 4,276 $2.9M
Silvia McColl Wealth Management, LLC 1.94% No change 4,275 $2.9M
Optivise Advisory Services LLC 1.70% Reduce -57.9% 4,275 $2.9M
TD Asset Management Inc 0.00% Reduce -5.5% 4,264 $2.9M
Wealth Effects LLC 0.92% Add +0.1% 4,261 $2.9M
Key Financial Inc 0.53% Add +9.2% 4,244 $2.9M
Atlatl Advisers LLC 1.13% Add +74.8% 4,251 $2.8M
Efficient Advisors, LLC 0.16% Reduce -12.4% 4,188 $2.8M
PCG Wealth Advisors, LLC 0.81% Add +2.9% 4,179 $2.8M
Kintra Wealth, LLC 1.57% Add +8.6% 4,174 $2.8M
Warren Street Wealth Advisors, LLC 0.84% Add +2.2% 4,169 $2.8M
First Western Trust Bank 0.13% Reduce -22.4% 4,153 $2.8M
Hobart Private Capital, LLC 0.58% Reduce -0.0% 4,145 $2.8M
Falcon Wealth Planning 0.25% Add +0.4% 4,141 $2.8M
Pennington Partners & Co., LLC 1.31% Add +3.5% 4,132 $2.8M
Sanders Morris Harris LLC 0.37% Add +461.8% 4,129 $2.8M
Allegheny Financial Group 0.52% Add +6.0% 4,128 $2.8M
Running Point Capital Advisors, LLC 0.74% Add +22.8% 4,111 $2.8M
Cullen/Frost Bankers, Inc. 0.03% Add +27.4% 4,107 $2.7M
Ironsides Asset Advisors, LLC 0.71% No change 4,100 $2.7M
Operose Advisors LLC 0.68% Add +2.2% 4,091 $2.7M
Magnolia Capital Advisors LLC 0.71% Reduce -2.5% 4,082 $2.7M
FF Advisors,LLC 1.30% Reduce -2.8% 4,076 $2.7M
Wealthcare Capital Management LLC 0.28% Reduce -1.6% 4,075 $2.7M
NTV Asset Management LLC 0.30% Reduce -1.5% 4,067 $2.7M
Carrera Capital Advisors 0.49% Reduce -18.8% 4,066 $2.7M
Cohen Capital Management, Inc. 0.42% Reduce -0.9% 4,056 $2.7M
Van Strum & Towne Inc. 0.80% Reduce -3.5% 4,050 $2.7M
Forefront Analytics, LLC 2.61% Reduce -8.4% 4,046 $2.7M
CGN Advisors LLC 0.22% Add +0.1% 4,025 $2.7M
Garden State Investment Advisory Services LLC 0.68% Reduce -0.5% 4,023 $2.7M
Opus Capital Group, LLC 0.30% Reduce -1.1% 4,018 $2.7M
Hutchens & Kramer Investment Management Group, LLC 1.06% Reduce -3.1% 4,009 $2.7M
tru Independence LLC 0.70% Add +16.9% 4,003 $2.7M
Impact Capital Partners LLC 0.80% Add +3.0% 3,982 $2.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.30% Add +0.0% 3,972 $2.7M
Beck Capital Management, LLC 0.61% Add +11.1% 3,968 $2.7M
Trust Co of Tennessee 0.56% Reduce -1.6% 3,966 $2.7M
Townsquare Capital LLC 0.40% Reduce -35.9% 3,955 $2.6M
Builder Investment Group Inc. 0.59% No change 3,934 $2.6M
SOA Wealth Advisors, LLC. 0.43% Reduce -1.4% 3,928 $2.6M
SG Americas Securities, LLC 0.01% Reduce -99.5% 3,922 $2.6M
Francis Financial, Inc. 0.47% Reduce -1.2% 3,899 $2.6M
W.H. Cornerstone Investments Inc. 1.59% Add +0.3% 3,896 $2.6M
Obermeyer Wealth Partners 0.12% Reduce -10.7% 3,880 $2.6M
Roman Butler Fullerton & Co. 0.70% Add +1.4% 3,743 $2.6M
LGT Financial Advisors LLC 5.57% Add +4.4% 3,861 $2.6M
Seven Post Investment Office LP 0.93% No change 3,860 $2.6M
UNIVEST FINANCIAL Corp 0.14% Reduce -37.8% 3,849 $2.6M
Centennial Bank 1.01% Add +0.1% 3,839 $2.6M
Aspire Capital Advisors LLC 0.63% Reduce -0.5% 3,839 $2.6M
Truvestments Capital LLC 0.46% Reduce -0.3% 3,837 $2.6M
Team Hewins, LLC 0.87% Add +208.2% 3,834 $2.6M
Resources Management Corp. /CT/ 0.33% Reduce -1.0% 3,833 $2.6M
Barnes Dennig Private Wealth Management LLC 2.76% Add +15.6% 3,832 $2.6M
Curbstone Financial Management Corp 0.49% Add +0.5% 3,832 $2.6M
Magnolia Private Wealth, LLC 1.88% Reduce -16.0% 3,830 $2.6M
Envision Financial LLC 1.47% Reduce -0.1% 3,830 $2.6M
Tompkins Financial Corp. 0.21% Add +1.4% 3,818 $2.6M
Client 1ST Advisory Group, LLC 0.85% No change 3,818 $2.6M
Financial Consulate, Inc. 0.36% Reduce -1.3% 3,815 $2.6M
Cobblestone Capital Advisors LLC 0.12% Reduce -7.2% 3,813 $2.6M
Fullcircle Wealth LLC 0.90% Add +10.4% 3,753 $2.5M
Baker Tilly Wealth Management, LLC 0.57% Reduce -1.5% 3,801 $2.5M
Richmond Investment Services, LLC 0.47% Add +7.4% 3,740 $2.5M
Resurgent Financial Advisors LLC 1.23% Reduce -8.5% 3,732 $2.5M
Weatherly Asset Management L. P. 0.21% Add +0.8% 3,732 $2.5M
Fiduciary Advisors, Inc. 2.02% Add +4.6% 3,730 $2.5M
Texas Capital Bank Wealth Management Services Inc 0.21% Add +33.7% 3,727 $2.5M
Briaud Financial Planning Inc 0.81% Add +2.5% 3,719 $2.5M
Moneco Advisors, LLC 0.21% Add +0.1% 3,715 $2.5M
Arq Wealth Advisors, LLC 0.74% Add +11.4% 3,712 $2.5M
Maripau Wealth Management LLC 1.25% Reduce -18.1% 3,706 $2.5M
Sunflower Bank, N.A. 0.60% No change 3,699 $2.5M
Lion Street Advisors, LLC 0.85% Reduce -17.8% 5,347 $2.5M
Naviter Wealth, LLC 0.29% No change 3,675 $2.5M
Glass Jacobson Investment Advisors llc 0.89% Reduce -2.5% 3,666 $2.5M
Schrum Private Wealth Management LLC 1.79% Add +0.6% 3,648 $2.4M
Creative Financial Designs Inc. 0.16% Reduce -13.5% 3,647 $2.4M
StoneCrest Wealth Management, Inc. 1.07% Reduce -3.6% 3,636 $2.4M
Alpha Cubed Investments, LLC 0.08% Add +2.2% 3,630 $2.4M
Aspen Capital Management, LLC 0.62% No change 3,625 $2.4M
Westfuller Advisors, LLC 1.10% Add +47.5% 3,624 $2.4M
Strategic Equity Management 0.90% Add +2.0% 3,623 $2.4M
Versant Capital Management, Inc 0.33% Reduce -2.3% 3,622 $2.4M
Disciplined Investments, LLC 0.96% Reduce -0.1% 3,614 $2.4M
Oxinas Partners, LLC 1.29% Reduce -6.7% 3,611 $2.4M
First PREMIER Bank 0.55% Reduce -1.7% 3,606 $2.4M
Wedgewood Investors Inc. 2.64% Reduce -1.0% 3,603 $2.4M
Goldstein Advisors, LLC 0.29% Add +5.8% 3,601 $2.4M
Moneywise, Inc. 1.09% Reduce -2.6% 3,599 $2.4M
Trinity Wealth Management, LLC 0.90% No change 3,599 $2.4M
Topel & Distasi Wealth Management, LLC 1.18% Reduce -26.8% 3,579 $2.4M
SeaCrest Wealth Management, LLC 0.25% Add +0.6% 3,540 $2.4M
Essex LLC 0.43% Reduce -1.1% 3,567 $2.4M
WJ Wealth Management, LLC 1.05% Reduce -49.5% 3,483 $2.4M
Trust Co. of Toledo NA 0.24% Add +8.8% 3,565 $2.4M
Tobias Financial Advisors, Inc. 0.36% Reduce -20.1% 3,563 $2.4M
Heritage Financial Services, LLC 0.21% Add +0.0% 3,563 $2.4M
Weik Capital Management 0.89% Reduce -4.6% 3,545 $2.4M
Cannon Financial Strategists, Inc. 0.34% Add +9.9% 3,537 $2.4M
1ST Source Bank 0.12% Reduce -5.0% 3,535 $2.4M
Ameriflex Group, Inc. 0.89% Reduce -38.7% 3,533 $2.4M
Bank Ozk 0.84% Add +3.4% 3,532 $2.4M
Sentinel Pension Advisors, LLC 0.38% Add +0.0% 3,526 $2.4M
Indiana Trust & Investment Management Co 0.72% No change 3,524 $2.4M
Peak Financial Management, Inc. 0.62% Reduce -6.2% 3,522 $2.4M
Collective Family Office LLC 0.56% No change 3,509 $2.3M
McGlone Suttner Wealth Management, Inc. 0.33% Add +1.3% 3,498 $2.3M
Maple Capital Management, Inc. 0.15% Add +0.3% 3,494 $2.3M
Pacifica Partners Inc. 0.83% Add +2.8% 3,469 $2.3M
Live Oak Private Wealth LLC 0.32% Reduce -0.1% 3,477 $2.3M
Aviance Capital Partners, LLC 0.28% Add +7.3% 3,462 $2.3M
Pineridge Advisors LLC 0.66% Reduce -22.7% 3,457 $2.3M
Riversedge Advisors, LLC 0.39% Reduce -1.0% 3,451 $2.3M
Denver PWM, LLC 0.72% No change 3,719 $2.3M
St Germain D J Co. Inc. 0.09% Add +24.8% 3,447 $2.3M
Granite FO LLC 1.24% No change 3,413 $2.3M
Tradition Wealth Management, LLC 0.17% Add +2.5% 3,410 $2.3M
Tennessee Valley Asset Management Partners 0.31% New 3,395 $2.3M
Cadence Bank 0.14% Reduce -13.4% 3,395 $2.3M
Werba Rubin Papier Wealth Management 0.37% Reduce -0.9% 3,385 $2.3M
MJP Associates Inc. 0.30% Add +9.7% 3,380 $2.3M
Atlantic Private Wealth, LLC 1.46% Add +16.5% 3,379 $2.3M
Narus Financial Partners, LLC 0.62% Add +8.0% 3,376 $2.3M
Sonora Investment Management Group, LLC 0.16% Reduce -11.7% 3,375 $2.3M
Old Second National Bank of Aurora 0.47% No change 3,374 $2.3M
HHM Wealth Advisors, LLC 0.26% Reduce -6.4% 3,367 $2.3M
Burling Wealth Partners, LLC 0.37% Add +1.8% 3,359 $2.2M
Counterweight Ventures, LLC 1.31% Reduce -21.6% 3,358 $2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +1.7% 3,325 $2.2M
Mattson Financial Services, LLC 0.53% Add +51.4% 3,339 $2.2M
Howland Capital Management LLC 0.09% Reduce -2.9% 3,338 $2.2M
Farmers Trust Co. 0.38% Reduce -2.6% 3,336 $2.2M
Grandfield & Dodd, LLC 0.13% Reduce -3.3% 3,334 $2.2M
Regent Peak Wealth Advisors LLC 0.45% — 3,333 $2.2M
Financial Symmetry Inc 1.00% Reduce -0.1% 3,325 $2.2M
Cape Investment Advisory, Inc. 2.19% Add +18.4% 3,325 $2.2M
Relyea Zuckerberg Hanson LLC 0.23% Reduce -2.4% 3,325 $2.2M
Signature Wealth Management Partners, LLC 1.16% Add +0.4% 3,323 $2.2M
James Investment Research, Inc. 0.24% Reduce -1.1% 3,322 $2.2M
DBK Financial Counsel, LLC 1.87% Reduce -3.3% 3,319 $2.2M
Griffin Asset Management, Inc. 0.25% Reduce -0.3% 3,313 $2.2M
Octavia Wealth Advisors, LLC 0.22% Add +90.7% 3,313 $2.2M
North Star Asset Management Inc. 0.09% Reduce -5.2% 3,312 $2.2M
Continental Investors Services, Inc. 3.28% Reduce -14.2% 3,312 $2.2M
Berger Financial Group, Inc 0.13% Add +16.5% 3,302 $2.2M
Capital Advisors Inc. 0.04% Add +5.5% 3,295 $2.2M
21 West Wealth Management LLC 2.09% No change 3,294 $2.2M
YANKCOM Partnership 0.99% No change 3,294 $2.2M
Rockbridge Investment Management, LCC 0.22% Reduce -1.6% 3,284 $2.2M
FSC Wealth Advisors, LLC 1.27% Add +0.4% 3,280 $2.2M
Matrix Asset Advisors Inc. 0.20% Add +1.2% 3,277 $2.2M
Integras Partners LLC 1.77% Add +50.5% 3,277 $2.2M
Searle & Co. 0.58% No change 3,274 $2.2M
Values Added Financial LLC 0.97% Reduce -0.5% 3,272 $2.2M
Scott Capital Advisors, LLC 0.49% Add +0.3% 3,229 $2.2M
Brandywine Trust Co. 0.33% No change 3,255 $2.2M
Clarity Wealth Advisors, LLC 0.48% Reduce -0.3% 3,245 $2.2M
Castle Wealth Management LLC 0.73% Reduce -6.0% 3,243 $2.2M
Kornitzer Capital Management Inc. 0.04% Add +5.0% 3,239 $2.2M
Cerro Pacific Wealth Advisors LLC 0.59% Reduce -17.9% 3,236 $2.2M
Valley National Advisers Inc. 0.33% Reduce -5.8% 3,227 $2.2M
Bragg Financial Advisors, Inc 0.07% Reduce -4.0% 3,218 $2.2M
TCV Trust & Wealth Management, Inc. 0.18% Add +8.8% 3,218 $2.2M
Zullo Investment Group, Inc. 0.79% Reduce -0.3% 3,211 $2.1M
Willow Creek Wealth Management Inc. 0.18% Add +5.2% 3,208 $2.1M
Boston Trust Walden Corp 0.02% Add +29.3% 3,207 $2.1M
Iowa State Bank 0.41% Reduce -1.0% 3,201 $2.1M
Brooklyn Investment Group 0.29% Reduce -0.9% 3,466 $2.1M
F&V Capital Management, LLC 0.48% No change 3,194 $2.1M
Realta Investment Advisors 0.71% Reduce -0.9% 3,192 $2.1M
First Merchants Corp. 0.08% Reduce -3.1% 3,187 $2.1M
J Hagan Capital, Inc. 1.29% Reduce -9.3% 3,183 $2.1M
Strategic Investment Solutions, Inc. 0.56% Reduce -1.6% 3,169 $2.1M
Toth Financial Advisory Corp. 0.23% Add +22.8% 3,162 $2.1M
Lazard Freres Gestion S.A.S. 0.04% No change 3,150 $2.1M
Kagan Cocozza Asset Management 1.59% Reduce -34.0% 3,135 $2.1M
PSI Advisors, LLC 0.54% Reduce -0.5% 3,134 $2.1M
Forbes J M & Co. LLP 0.17% No change 3,125 $2.1M
Formidable Asset Management, LLC 0.33% Add +1.4% 3,358 $2.1M
Burton Enright Welch 0.31% No change 3,114 $2.1M
SlateStone Wealth, LLC 0.18% No change 3,114 $2.1M
Huntleigh Advisors, Inc. 0.36% Reduce -0.3% 3,111 $2.1M
Fortress Financial Group, LLC 1.59% Reduce -3.1% 3,107 $2.1M
Ellevest, Inc. 0.30% Add +26.9% 3,103 $2.1M
Raffa Wealth Management, LLC 0.37% Add +0.3% 3,098 $2.1M
Fingerlakes Wealth Management, Inc. 1.35% Add +0.3% 3,093 $2.1M
Archer Investment Corp 0.47% Reduce -5.3% 3,092 $2.1M
STAR Financial Bank 1.22% Add +1.5% 3,086 $2.1M
Smith Salley Wealth Management 0.11% Add +2.3% 3,085 $2.1M
Johnson & White Wealth Management, LLC 0.94% Reduce -0.2% 3,079 $2.1M
JFG Wealth Management, LLC 0.40% No change 3,076 $2.1M
Patron Partners, LLC 0.93% Add +0.1% 3,076 $2.1M
Rodgers & Associates, LTD 0.21% Reduce -1.8% 3,073 $2.1M
KERR FINANCIAL PLANNING Corp 2.90% — 3,041 $2.1M
Keb Asset Management, LLC 0.46% Reduce -0.1% 3,059 $2.0M
Aspire Private Capital, LLC 0.45% Add +7.9% 3,058 $2.0M
Arbor Wealth Advisors LLC 1.53% Add +0.3% 3,058 $2.0M
Headinvest, LLC 0.42% Reduce -1.0% 3,044 $2.0M
FreeGulliver LLC 0.91% Reduce -4.6% 3,024 $2.0M
SFE Investment Counsel 0.32% Reduce -2.4% 3,004 $2.0M
CNB Bank 0.84% Reduce -0.5% 2,998 $2.0M
Bolthouse Investments, LLC 1.82% Reduce -0.2% 2,992 $2.0M
Clarius Group, LLC 0.12% Reduce -25.3% 2,978 $2.0M
MKT Advisors LLC 0.74% No change 2,960 $2.0M
Capital Square, LLC 1.01% Add +1.2% 2,965 $2.0M
ZEGA Investments, LLC 0.45% Reduce -2.1% 2,961 $2.0M
Goodwin Investment Advisory 2.12% Reduce -32.6% 2,958 $2.0M
Corundum Trust Company, INC 4.29% No change 2,957 $2.0M
GEM Asset Management, LLC 0.94% No change 2,943 $2.0M
Ridgeline Wealth Planning, LLC 1.48% Add +1.0% 2,946 $2.0M
Lee Danner & Bass Inc. 0.14% Add +27.6% 2,944 $2.0M
Bath Savings Trust Co 0.19% Add +0.1% 2,942 $2.0M
Epiq Partners, LLC 0.96% Add +6.4% 2,936 $2.0M
Vigilare Wealth Management 0.68% Reduce -1.7% 2,932 $2.0M
Whipplewood Advisors, LLC 1.29% Reduce -11.8% 2,929 $2.0M
Philadelphia Trust Co. 0.14% No change 2,923 $2.0M
Benin Management CORP 0.46% Add +1.0% 2,920 $2.0M
Ehrlich Financial Group 1.16% Reduce -5.3% 2,915 $2.0M
J2 Capital Management Inc 1.46% Reduce -19.5% 2,909 $1.9M
Monetary Management Group Inc. 0.45% No change 2,900 $1.9M
Advance Capital Management, Inc. 0.08% Reduce -1.8% 2,900 $1.9M
First National Bank & Trust Co. of Newtown 0.37% Add +15.3% 2,898 $1.9M
Westchester Capital Management, Inc. 0.42% New 2,896 $1.9M
Greenwich Wealth Management LLC 0.10% Reduce -11.2% 2,895 $1.9M
Advisory Alpha, LLC 0.05% Add +1.2% 2,877 $1.9M
Parthenon LLC 0.21% Reduce -1.7% 2,887 $1.9M
Lazari Capital Management, Inc. 0.66% Reduce -13.1% 2,887 $1.9M
McRae Capital Management Inc. 0.38% Add +3.4% 2,879 $1.9M
Greenline Partners, LLC 0.23% New 2,877 $1.9M
Osborne Partners Capital Management, LLC 0.10% Reduce -0.9% 2,872 $1.9M
Moss Adams Wealth Advisors LLC 0.15% Add +2.6% 2,854 $1.9M
Beacon Capital Management, LLC 0.27% Reduce -8.8% 2,841 $1.9M
Plancorp, LLC 0.06% Reduce -38.6% 2,838 $1.9M
Aerodigm Wealth, LLC 0.80% No change 2,824 $1.9M
Brandywine Oak Private Wealth LLC 0.16% Add +0.1% 2,834 $1.9M
F/m Investments LLC 0.07% Reduce -22.6% 2,821 $1.9M
Rebalance, LLC 0.11% Add +0.3% 2,811 $1.9M
Inspirion Wealth Advisors, LLC 0.26% Add +28.8% 3,252 $1.9M
VestGen Investment Management 1.12% Add +12.2% 2,796 $1.9M
Juncture Wealth Strategies, LLC 0.63% Add +2.8% 2,789 $1.9M
Brown Miller Wealth Management, LLC 0.53% Reduce -0.8% 2,786 $1.9M
First Community Trust NA 1.44% No change 2,785 $1.9M
Capital Advisors, Ltd. LLC 0.21% Reduce -1.7% 2,778 $1.9M
Strategic Financial Concepts, LLC 0.27% Reduce -31.3% 2,790 $1.9M
Northwest Capital Management Inc 1.95% Reduce -31.8% 2,775 $1.9M
MMBG Investment Advisors Co. 0.16% Reduce -5.1% 2,774 $1.9M
Financial Advisors, LLC 0.33% No change 2,771 $1.9M
Destiny Wealth Partners, LLC 0.23% Add +22.4% 2,763 $1.8M
Voisard Asset Management Group, Inc. 0.43% Reduce -1.9% 2,760 $1.8M
Austin Asset Management Co Inc 0.35% No change 2,759 $1.8M
Lakewood Asset Management LLC 1.11% Add +1.7% 2,744 $1.8M
Islay Capital Management, LLC 1.06% Add +0.3% 2,741 $1.8M
Evelyn Partners Asset Management Ltd 0.41% Add +290.7% 2,739 $1.8M
LM Advisors LLC 0.27% No change 2,736 $1.8M
Founders Grove Wealth Partners, LLC 0.43% Reduce -0.1% 2,732 $1.8M
Sandhill Capital Partners LLC 0.13% Add +1.6% 2,726 $1.8M
Panagora Asset Management Inc. 0.01% New 2,724 $1.8M
Redwood Investment Management, LLC 0.20% Add +6.9% 2,717 $1.8M
Kings Path Partners LLC 0.67% No change 2,716 $1.8M
17 Capital Partners, LLC 0.99% Reduce -0.2% 2,713 $1.8M
Navis Wealth Advisors, LLC 1.36% Reduce -0.9% 2,713 $1.8M
Performance Wealth Partners, LLC 0.05% Reduce -4.3% 2,712 $1.8M
Bogart Wealth, LLC 0.07% Add +7.4% 2,711 $1.8M
OneAscent Financial Services LLC 0.12% Reduce -4.5% 2,706 $1.8M
Hummer Financial Advisory Services Inc 1.32% No change 2,704 $1.8M
Almanack Investment Partners, LLC. 0.28% Reduce -9.8% 2,702 $1.8M
Axiom Investors LLC 0.01% Add +8.0% 2,700 $1.8M
Geometric Wealth Advisors 0.24% Add +8.8% 2,692 $1.8M
Roble, Belko & Company, Inc 0.24% Reduce -3.8% 2,686 $1.8M
Lockerman Financial Group, Inc. 2.26% Add +4.1% 2,683 $1.8M
Theory Financial LLC 0.63% Reduce -13.8% 2,656 $1.8M
Israel Discount Bank of New York 5.29% Add +2.5% 2,671 $1.8M
PBMares Wealth Management LLC 0.29% Add +29.8% 2,669 $1.8M
Saxon Interests, Inc. 0.70% Add +0.6% 2,755 $1.8M
Accurate Wealth Management, LLC 0.24% Reduce -4.4% 2,677 $1.8M
Fortitude Advisory Group L.L.C. 0.96% Reduce -0.5% 2,659 $1.8M
Beese Fulmer Investment Management, Inc. 0.12% Reduce -0.1% 2,654 $1.8M
Evolution Wealth Management Inc. 1.82% Reduce -11.9% 2,653 $1.8M
Sterling Capital Management LLC 0.03% Add +12.7% 2,652 $1.8M
Factor Wealth Management LTD 0.44% Add +0.5% 2,650 $1.8M
Morton Capital Management LLC 0.29% Reduce -0.5% 2,647 $1.8M
SMART Wealth LLC 0.67% Add +34.7% 2,646 $1.8M
Parcion Private Wealth LLC 0.11% Reduce -99.7% 2,645 $1.8M
KG Capital Management 0.48% Reduce -8.7% 2,631 $1.8M
LexAurum Advisors, LLC 0.25% Reduce -0.9% 2,628 $1.8M
Christensen, King & Associates Investment Services, Inc. 0.76% Reduce -0.3% 2,626 $1.8M
Intelligence Driven Advisers, LLC 0.24% Reduce -0.4% 2,625 $1.8M
Randolph Co Inc 0.17% Reduce -19.9% 2,624 $1.8M
Institute for Wealth Management, LLC. 0.18% Add +0.5% 2,623 $1.8M
Altiora Financial Group, LLC 0.32% Reduce -3.2% 2,622 $1.8M
Family Wealth Partners, LLC 0.66% Add +0.2% 2,622 $1.8M
Excalibur Management Corp. 0.64% No change 2,621 $1.8M
Second Line Capital, LLC 0.36% Reduce -2.1% 2,619 $1.8M
Samalin Investment Counsel, LLC 0.61% Add +0.0% 2,614 $1.7M
Faithward Advisors, LLC 0.26% Reduce -3.9% 2,611 $1.7M
Allie Family Office LLC 0.83% Reduce -36.5% 2,604 $1.7M
Plan A Wealth LLC 0.88% Add +8.3% 2,598 $1.7M
Kelman-Lazarov, Inc. 0.26% Add +0.4% 2,595 $1.7M
Round Rock Advisors LLC 0.27% Add +1.8% 2,598 $1.7M
Summit Wealth Group, LLC 0.42% Reduce -3.4% 2,591 $1.7M
Bay Capital Advisors, LLC 1.12% Add +1.1% 2,576 $1.7M
Calton & Associates, Inc. 0.26% Add +0.1% 2,568 $1.7M
Cura Wealth Advisors, LLC 0.66% No change 2,568 $1.7M
DDD Partners, LLC 0.11% No change 2,565 $1.7M
Wealth Advisory Solutions, LLC 0.42% Add +2.0% 2,564 $1.7M
Cannon Advisors, Inc. 1.15% Add +681.9% 2,541 $1.7M
LongView Wealth Management 0.46% Add +23.4% 2,562 $1.7M
MBA Advisors LLC 0.73% Add +0.3% 2,559 $1.7M
Quent Capital, LLC 0.14% No change 2,559 $1.7M
Trinity Financial Advisors LLC 0.49% Add +0.2% 2,559 $1.7M
Outbound Financial Inc 1.40% Reduce -0.7% 2,558 $1.7M
Camden National Bank 0.24% Add +6.7% 2,542 $1.7M
Waterfront Wealth Inc. 0.35% Add +6.7% 2,537 $1.7M
Haverford Financial Services, Inc. 0.48% Add +5.0% 2,540 $1.7M
LTG Capital LLC 1.34% Add +1.2% 2,536 $1.7M
Capital Investment Counsel, LLC 0.25% Reduce -2.8% 2,532 $1.7M
Tradewinds, LLC. 0.41% Reduce -11.4% 2,518 $1.7M
Mayport, LLC 0.36% Reduce -0.2% 2,516 $1.7M
Intrust Bank NA 0.14% Reduce -29.2% 2,498 $1.7M
Sheridan Capital Management, LLC 0.88% Add +2.0% 2,497 $1.7M
Howard Bailey Securities, LLC 0.47% Reduce -2.0% 2,493 $1.7M
Talisman Wealth Advisors LLC 1.38% Add +3.3% 2,485 $1.7M
Frisch Financial Group, Inc. 0.39% Add +0.0% 2,482 $1.7M
Range Financial Group LLC 0.60% Add +0.1% 2,479 $1.7M
Code Waechter LLC 1.08% Reduce -0.2% 2,479 $1.6M
Jane Street Group, LLC 0.00% New 2,464 $1.6M
Acorn Financial Advisory Services Inc. 0.25% Add +3.4% 2,454 $1.6M
Sierra Ocean, LLC 1.38% Reduce -5.6% 2,450 $1.6M
Everett Harris & Co. 0.02% Reduce -4.5% 2,447 $1.6M
Sageworth Trust Co of South Dakota 1.54% No change 2,442 $1.6M
Smithbridge Asset Management Inc. 0.24% Reduce -1.7% 2,437 $1.6M
Next Level Wealth Planning, LLC 0.92% Add +3.3% 2,437 $1.6M
Banque Cantonale Vaudoise 0.06% Reduce -3.4% 2,433 $1.6M
Tanglewood Legacy Advisors, LLC 0.63% Add +0.4% 2,430 $1.6M
Watts Gwilliam & Co., LLC 0.26% Add +0.0% 2,427 $1.6M
Carl P. Sherr & Co., LLC 0.77% Reduce -1.3% 2,415 $1.6M
Burney Co./ 0.05% Reduce -2.4% 2,414 $1.6M
Investment Counsel Co. of Nevada 3.29% Add +13.6% 2,414 $1.6M
Wallace Advisory Group, LLC 1.29% Reduce -47.4% 2,590 $1.6M
Seneca Financial Advisors LLC 0.52% Add +0.1% 2,396 $1.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.34% Add +3.7% 2,396 $1.6M
Prosperity Wealth Management, Inc. 0.54% Add +20.7% 2,393 $1.6M
Family Office Research LLC 0.70% Add +0.9% 2,392 $1.6M
Clientfirst Wealth Management, LLC 1.28% No change 2,391 $1.6M
Vista Capital Partners, Inc. 0.16% Reduce -3.0% 2,390 $1.6M
Migdal Insurance & Financial Holdings Ltd. 0.02% Reduce -28.6% 2,386 $1.6M
Oak Harvest Investment Services 0.19% Add +0.6% 2,385 $1.6M
Brown Financial Advisory 0.83% Reduce -0.7% 2,375 $1.6M
McGuire Investment Group, LLC 0.18% Add +0.1% 2,373 $1.6M
NCM Capital Management, LLC 0.61% Reduce -17.4% 2,363 $1.6M
Investment Planning Advisors, Inc. 0.50% Add +140.8% 2,360 $1.6M
Guardian Asset Advisors, LLC 0.85% Reduce -1.2% 2,354 $1.6M
Sterling Wealth Management, Inc. 0.48% Reduce -6.6% 2,351 $1.6M
Mullaney, Keating & Wright, Inc. 0.87% Add +0.8% 2,350 $1.6M
Fiduciary Alliance LLC 0.11% Add +2.6% 2,349 $1.6M
Impact Partnership Wealth, LLC 0.23% Reduce -7.7% 2,347 $1.6M
Cora Capital Advisors LLC 0.67% Reduce -3.8% 2,341 $1.6M
Copia Wealth Management 1.16% Reduce -0.6% 2,340 $1.6M
E&G Advisors, LLC 0.36% Add +4.0% 2,338 $1.6M
Accel Wealth Management 0.45% Reduce -1.8% 2,328 $1.6M
Henrickson Nauta Wealth Advisors, Inc. 0.49% Add +0.1% 2,328 $1.6M
SkyOak Wealth, LLC 0.29% No change 2,324 $1.6M
J. Safra Sarasin Holding AG 0.03% Add +3.4% 2,322 $1.5M
Cabot Wealth Management Inc. 0.17% Reduce -0.6% 2,313 $1.5M
Athena Investment Management 0.81% Reduce -0.9% 2,310 $1.5M
Bank of Marin 1.09% No change 2,302 $1.5M
Avantra Family Wealth, Inc. 1.15% New 2,301 $1.5M
Hickory Point Bank & Trust 1.15% No change 2,299 $1.5M
HFG Advisors, Inc. 1.13% Add +1.3% 2,298 $1.5M
Corrado Advisors, LLC 0.82% Add +0.3% 2,293 $1.5M
Spartan Planning & Wealth Management 1.20% Reduce -7.8% 2,293 $1.5M
Uptown Financial Advisors LLC 1.35% No change 2,292 $1.5M
Violich Capital Management, Inc. 0.18% Add +6.4% 2,290 $1.5M
Leigh Baldwin & Co., LLC 0.86% Add +12.3% 2,289 $1.5M
Arthur M. Cohen & Associates, LLC 0.26% Add +0.2% 2,287 $1.5M
Clear Harbor Asset Management, LLC 0.11% Add +8.1% 2,286 $1.5M
Tiemann Investment Advisors, LLC 0.58% Add +4.2% 2,276 $1.5M
Highline Wealth Partners LLC 0.41% Reduce -2.2% 2,274 $1.5M
Capital Asset Advisory Services LLC 0.07% Reduce -5.5% 2,268 $1.5M
RoundAngle Advisors LLC 1.18% Reduce -3.5% 2,268 $1.5M
Canopy Partners, LLC 0.50% No change 2,253 $1.5M
Washington Trust Advisors, Inc. 0.11% Add +1.6% 2,251 $1.5M
Spinnaker Trust 0.08% Add +3.7% 2,251 $1.5M
Traub Capital Management LLC 1.49% Reduce -0.8% 2,247 $1.5M
Reinhart Partners, Llc. 0.05% No change 2,245 $1.5M
Greenspring Advisors, LLC 0.27% — 2,241 $1.5M
Ervin Investment Management, LLC 0.86% Reduce -4.1% 2,241 $1.5M
True North Advisors, LLC 0.24% Add +14.8% 2,238 $1.5M
Legacy Wealth Managment, LLC 0.68% Add +22.1% 2,229 $1.5M
Peninsula Asset Management Inc. 0.76% Add +1.2% 2,225 $1.5M
BFI Infinity Ltd. 0.99% No change 2,213 $1.5M
Wills Financial Group LLC 0.61% Add +5.7% 2,213 $1.5M
Arbor Investment Advisors, LLC 0.19% Reduce -15.4% 2,212 $1.5M
Cozad Asset Management Inc. 0.12% Reduce -0.5% 2,204 $1.5M
WealthTrust Axiom LLC 0.39% Add +1.8% 2,201 $1.5M
Apella Capital, LLC 0.03% Add +3.4% 2,196 $1.5M
White Lighthouse Investment Management Inc. 0.22% Reduce -0.6% 2,172 $1.5M
Center for Financial Planning, Inc. 0.16% Reduce -0.8% 2,171 $1.5M
Southeast Asset Advisors, LLC 0.16% No change 2,170 $1.5M
Pitti Group Wealth Management, LLC 1.23% Reduce -7.7% 2,163 $1.4M
Frederick Financial Consultants, LLC 0.81% Reduce -1.0% 2,157 $1.4M
Marion Wealth Management 0.34% No change 2,148 $1.4M
LifeWealth Investments, LLC 0.47% Add +4.4% 2,148 $1.4M
Financial Advisors Network, Inc. 0.20% Reduce -1.0% 2,147 $1.4M
Root Financial Partners, LLC 0.09% Add +0.6% 2,146 $1.4M
MBL Wealth, LLC 0.13% Reduce -3.0% 2,141 $1.4M
Hunter Perkins Capital Management, LLC 0.32% No change 2,140 $1.4M
Means Investment Co., Inc. 0.12% Reduce -6.8% 2,137 $1.4M
River Street Advisors LLC 0.55% Add +16.5% 2,132 $1.4M
Legacy Financial Group, Inc. 0.39% Add +0.8% 2,132 $1.4M
D. Scott Neal, Inc. 0.66% No change 2,129 $1.4M
Crown Wealth Group, LLC 0.43% Add +0.8% 2,124 $1.4M
SLT Holdings LLC 0.95% Add +262.6% 2,121 $1.4M
Black Swift Group, LLC 0.25% Add +32.9% 2,121 $1.4M
Cannon Wealth Management Services, LLC 1.07% Reduce -0.4% 2,119 $1.4M
Wingate Wealth Advisors, Inc. 0.98% Add +23.6% 2,114 $1.4M
Intergy Private Wealth, LLC 0.44% Add +0.5% 2,112 $1.4M
Focused Wealth Management, Inc 0.15% Add +1.4% 2,112 $1.4M
S&T Bank 0.40% No change 2,108 $1.4M
Mendel Capital Management LLC 0.74% No change 2,105 $1.4M
Mechanics Bank Trust Department 0.20% No change 2,105 $1.4M
FMB Wealth Management 0.60% No change 2,103 $1.4M
Kathmere Capital Management, LLC 0.10% Add +98.0% 2,101 $1.4M
Yarbrough Capital, LLC 0.04% No change 2,098 $1.4M
Lantern Wealth Advisors, LLC 0.73% Add +1.0% 2,083 $1.4M
Planned Solutions, Inc. 0.48% Add +31.0% 2,078 $1.4M
Independent Investors Inc. 0.27% No change 2,076 $1.4M
Midwest Heritage Bank, FSB 0.49% No change 2,076 $1.4M
Altfest L J & Co. Inc. 0.15% Add +0.4% 2,074 $1.4M
Cardinal Point Capital Management ULC 0.10% Add +94.8% 2,084 $1.4M
Crew Capital Management, Ltd 0.93% Reduce -4.3% 2,073 $1.4M
ABLE Financial Group, LLC 0.30% Reduce -16.4% 2,072 $1.4M
Blue Capital, Inc. 1.03% Add +99.2% 2,070 $1.4M
Councilor Wealth, LLC 0.64% Reduce -0.7% 2,069 $1.4M
Vista Finance, LLC 0.92% Reduce -0.7% 2,068 $1.4M
McClarren Financial Advisors, Inc. 0.84% Add +25.0% 2,681 $1.4M
Marble Harbor Investment Counsel, LLC 0.14% Add +28.7% 2,054 $1.4M
Northwest Wealth Management, LLC 0.23% Add +27.4% 2,054 $1.4M
Sightline Wealth Advisors, LLC 0.62% Add +1.5% 2,049 $1.4M
Comprehensive Financial Consultants Institutional, Inc. 0.43% Reduce -0.8% 2,048 $1.4M
Evelyn Partners Investment Management LLP 0.04% Add +14.6% 2,043 $1.4M
Virtue Capital Management, LLC 0.22% Add +272.2% 13,020 $1.4M
Avalon Trust Co 0.09% Reduce -2.3% 2,038 $1.4M
Birchcreek Wealth Management, LLC 0.70% Reduce -3.3% 2,033 $1.4M
Prentiss Smith & Co. Inc. 0.77% Reduce -17.8% 2,033 $1.4M
Accretive Wealth Partners, LLC 0.41% No change 2,031 $1.4M
Elite Financial, Inc. 0.62% Add +0.9% 1,978 $1.4M
Novus Advisors, LLC 3.10% Reduce -9.7% 2,020 $1.4M
Coastal Bridge Advisors, LLC 0.10% Reduce -8.2% 2,016 $1.3M
MADDEN SECURITIES Corp 0.41% Add +0.6% 2,012 $1.3M
Balboa Wealth Partners 0.23% Add +3.4% 2,008 $1.3M
Cortland Associates Inc. 0.16% Add +7.8% 2,005 $1.3M
Vista Investment Management 0.47% Reduce -0.2% 2,004 $1.3M
Gibbs Wealth Management 0.30% Reduce -33.2% 2,002 $1.3M
Colonial River Investments, LLC 0.49% Add +3.0% 2,000 $1.3M
Clarity Financial LLC 0.13% Add +173.8% 1,999 $1.3M
Pasadena Private Wealth, LLC 0.19% Add +80.2% 1,998 $1.3M
Tounjian Advisory Partners, LLC 0.45% Reduce -70.0% 1,992 $1.3M
Harvest Investment Services, LLC 0.27% Reduce -10.5% 1,986 $1.3M
TrinityBridge Ltd 0.03% Add +7.2% 1,986 $1.3M
Long Run Wealth Advisors, LLC 0.26% Add +0.3% 1,979 $1.3M
LCNB Corp. 0.46% Reduce -41.1% 1,969 $1.3M
Ethic Inc. 0.02% Add +42.7% 1,967 $1.3M
GEN Financial Management, INC. 1.14% No change 1,967 $1.3M
Ardent Capital Management, Inc. 0.56% No change 1,966 $1.3M
Morangie Management LLC 1.13% Add +4.0% 1,958 $1.3M
Ballast Advisors LLC 0.36% Reduce -9.3% 1,952 $1.3M
Fort Sheridan Advisors LLC 0.17% No change 1,942 $1.3M
A&I Financial Services, LLC 0.63% Reduce -1.9% 1,934 $1.3M
Hardin Capital Partners, LLC 0.69% Reduce -0.4% 1,933 $1.3M
Princeton Global Asset Management LLC 0.21% Add +1.7% 1,930 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.24% Reduce -2.6% 1,927 $1.3M
Sensible Money, LLC 0.44% Add +0.2% 1,919 $1.3M
Ballast, Inc. 0.31% No change 1,916 $1.3M
Peck Wealth Management, LLC 1.22% — 1,906 $1.3M
Creegan & Nassoura Financial Group, LLC 0.82% No change 1,904 $1.3M
Rather & Kittrell, Inc. 0.22% Add +7.6% 1,904 $1.3M
Affinity Wealth Management LLC 0.19% No change 1,904 $1.3M
Summitry LLC 0.05% Add +0.1% 1,903 $1.3M
Jim Saulnier & Associates, LLC 0.71% Reduce -1.6% 1,903 $1.3M
Potomac Fund Management Inc. 0.05% Reduce -6.8% 1,902 $1.3M
Richardson Financial Services Inc. 0.79% Add +546.4% 2,715 $1.3M
CCG Wealth Management, LLC 0.60% Reduce -12.3% 1,887 $1.3M
Register Financial Advisors LLC 0.50% Add +1.9% 1,885 $1.3M
Princeton Capital Management LLC 0.34% No change 1,874 $1.3M
Absher Wealth Management, LLC 0.15% New 1,873 $1.3M
Chicago Wealth Management, Inc. 0.54% No change 1,868 $1.3M
Cambria Investment Management, L.P. 0.08% Add +10.9% 1,868 $1.3M
Rollins Financial Advisors, LLC 0.19% Add +1.3% 1,865 $1.2M
Barlow Wealth Partners, LLC 0.14% No change 1,860 $1.2M
Silicon Valley Capital Partners 0.12% Add +0.3% 1,865 $1.2M
Smart Money Group LLC 0.37% Add +0.3% 1,864 $1.2M
Roberts Wealth Advisors, LLC 0.33% Reduce -0.2% 1,862 $1.2M
Crux Wealth Advisors 0.49% Add +0.9% 1,860 $1.2M
Clarendon Private LLC 1.13% Reduce -17.7% 1,860 $1.2M
Capital Squared Financial LLC 1.08% Add +0.2% 1,854 $1.2M
Cannell & Spears LLC 0.02% No change 1,850 $1.2M
Aventus Investment Advisors, Inc. 1.05% No change 1,848 $1.2M
Retirement Planning Group, LLC / NY 0.92% Add +4.5% 1,830 $1.2M
IronBridge Private Wealth, LLC 0.39% No change 1,825 $1.2M
FSB Premier Wealth Management, Inc. 0.40% Reduce -3.4% 1,821 $1.2M
Financial Network Wealth Advisors LLC 1.33% Reduce -1.8% 1,819 $1.2M
McLean Asset Management Corp 0.25% Add +3.7% 1,803 $1.2M
Correct Capital Wealth Management 0.22% No change 1,815 $1.2M
Woodside Wealth Management LLC 0.95% No change 1,805 $1.2M
Sage Capital Management, LLC 0.54% Add +0.7% 1,802 $1.2M
Guidance Capital, Inc. 0.31% Add +0.5% 1,773 $1.2M
RDA Financial Network 0.30% Add +41.4% 1,801 $1.2M
Advocacy Wealth Management, LLC 0.05% Reduce -0.1% 1,801 $1.2M
Wealthfront Advisers LLC 0.00% Add +65.7% 1,798 $1.2M
Moment Partners, LLC 0.21% Reduce -0.5% 1,792 $1.2M
Ceeto Capital Group, LLC 0.35% Add +15.0% 1,789 $1.2M
Planning Center, Inc. 0.13% No change 1,787 $1.2M
Balanced Wealth Group LLC 0.53% Add +0.8% 1,927 $1.2M
SwitchPoint Financial Planning, LLC 0.87% No change 1,785 $1.2M
Citizens Business Bank 0.20% No change 1,776 $1.2M
Atwood & Palmer Inc. 0.07% Add +0.8% 1,775 $1.2M
Agate Pass Investment Management, LLC 0.45% Reduce -0.7% 1,772 $1.2M
J.Safra Asset Management Corp 0.07% No change 1,771 $1.2M
Rock Point Advisors, LLC 0.31% Add +1.6% 1,769 $1.2M
Cary Street Partners Investment Advisory LLC 0.49% Add +59.3% 1,763 $1.2M
Sequent Asset Management, LLC 0.56% Reduce -3.7% 1,759 $1.2M
Principle Wealth Partners LLC 0.07% No change 1,757 $1.2M
Bond & Devick Financial Network, Inc. 0.35% Reduce -6.2% 1,747 $1.2M
Brooklyn FI, LLC 0.26% Add +0.5% 1,744 $1.2M
RPS Advisory Solutions LLC 0.57% Add +20.9% 1,738 $1.2M
CFO4Life Group, LLC 0.17% No change 1,738 $1.2M
Avantax Planning Partners, Inc. 0.03% Reduce -54.2% 1,737 $1.2M
Visionary Horizons, LLC 0.65% Add +299.5% 1,734 $1.2M
Poinciana Advisors Group, LLC 0.98% No change 1,729 $1.2M
Rothschild Investment LLC 0.07% Reduce -1.4% 1,726 $1.2M
Horizon Wealth Management, LLC 0.17% Reduce -97.6% 1,725 $1.2M
Smart Portfolios, LLC 1.11% Reduce -5.1% 1,722 $1.2M
Valtrion Capital Management, LLC 1.24% Add +13.2% 1,721 $1.2M
Merkkuri Wealth Advisors LLC 0.83% Reduce -39.5% 1,719 $1.2M
Renasant Bank 0.73% Add +37.3% 1,716 $1.1M
Marshall Financial Group, LLC 0.22% Add +0.2% 1,715 $1.1M
Mosaic Family Wealth Partners, LLC 0.13% Reduce -13.8% 1,720 $1.1M
Lavaca Capital LLC 0.21% Reduce -1.9% 1,712 $1.1M
Aspen Wealth Management LLC 0.25% Add +0.6% 1,708 $1.1M
Bradyco, Inc. 1.29% Reduce -17.0% 1,705 $1.1M
Douglass Winthrop Advisors, LLC 0.02% New 1,704 $1.1M
Silver Grove Financial Group, Inc. 1.08% — 1,700 $1.1M
Timber Creek Capital Management LLC 0.27% No change 1,698 $1.1M
Farmers National Bank 0.27% Add +3.9% 1,695 $1.1M
Sandbox Financial Partners, LLC 0.32% Add +1.5% 1,688 $1.1M
Keener Financial Planning LLC 0.52% No change 1,688 $1.1M
Garde Capital, Inc. 0.06% Reduce -10.3% 1,684 $1.1M
Gerber, LLC 0.71% Add +0.8% 1,684 $1.1M
Rockport Wealth LLC 0.23% Add +16.9% 1,682 $1.1M
Northwest Financial Advisors 1.44% Add +1.0% 1,670 $1.1M
Vishria Bird Financial Group, LLC 0.22% No change 1,664 $1.1M
Montz Harcus Wealth Management LLC 0.49% Add +0.3% 1,661 $1.1M
Insight Wealth Strategies, LLC 0.13% Reduce -8.0% 1,654 $1.1M
Capital Management Associates, Inc 0.30% Add +19.5% 1,653 $1.1M
Oregon Pacific Wealth Management, LLC 0.96% Reduce -34.4% 1,653 $1.1M
Sara-Bay Financial 0.31% Add +5.1% 1,653 $1.1M
Summit Global Investments 0.06% Reduce -45.8% 1,652 $1.1M
LMCG Investments, LLC 0.07% No change 1,652 $1.1M
Brookmont Capital Management 0.61% Reduce -20.3% 1,650 $1.1M
McHugh Group, LLC 0.67% No change 1,644 $1.1M
Peachtree Investment Partners, LLC 0.38% Add +85.2% 1,635 $1.1M
Delta Asset Management LLC 0.09% Add +58.8% 1,634 $1.1M
Madden Advisory Services, Inc. 0.46% Reduce -0.2% 1,630 $1.1M
Provenance Wealth Advisors, LLC 0.14% No change 1,624 $1.1M
Redmond Asset Management, LLC 0.27% Reduce -0.9% 1,621 $1.1M
Mitchell McLeod Pugh & Williams Inc. 0.17% Add +3.3% 1,567 $1.1M
Guardian Financial Partners, LLC 0.46% Reduce -16.0% 1,612 $1.1M
Equity Wealth Partners, LLC 0.87% — 1,609 $1.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.23% Add +0.6% 1,602 $1.1M
Marks Group Wealth Management, Inc 0.10% Add +0.2% 1,601 $1.1M
Seascape Capital Management 0.31% Add +5.0% 1,601 $1.1M
Life Planning Partners, Inc 0.78% Reduce -2.0% 1,598 $1.1M
Granite Bay Wealth Management, LLC 0.28% New 1,588 $1.1M
Cullen Investment Group, LTD. 0.14% Add +6.2% 1,581 $1.1M
PVG Asset Management Corp. 3.91% Reduce -2.1% 1,587 $1.1M
Sheets Smith Investment Management 0.69% New 1,587 $1.1M
Fermata Advisors, LLC 0.27% Reduce -79.1% 1,583 $1.1M
Ifrah Financial Services, Inc. 0.27% Add +3.0% 1,570 $1.1M
DSG Capital Advisors, LLC 0.17% Reduce -7.0% 1,568 $1.0M
Independent Family Office, LLC 0.44% No change 1,568 $1.0M
Connable Office Inc. 0.10% Add +1.3% 1,566 $1.0M
Powers Advisory Group, LLC 0.42% Add +5.9% 1,565 $1.0M
Portfolio Strategies, Inc. 0.12% No change 1,563 $1.0M
Tanager Wealth Management LLP 0.11% No change 1,563 $1.0M
Sincerus Advisory, LLC 0.90% Reduce -0.2% 1,562 $1.0M
VSM Wealth Advisory, LLC 0.33% Add +8.3% 1,562 $1.0M
Asset Allocation Strategies LLC 0.21% Reduce -7.0% 1,558 $1.0M
Capital City Trust Co. 0.25% No change 1,557 $1.0M
Bill Few Associates, Inc. 0.27% Reduce -17.9% 1,555 $1.0M
Ramirez Asset Management, Inc. 0.14% No change 1,555 $1.0M
Skyline Advisors, Inc. 0.36% Reduce -19.5% 1,554 $1.0M
Independent Wealth Network Inc. 0.33% Reduce -0.6% 1,552 $1.0M
RMR Capital Management, LLC 0.73% No change 1,551 $1.0M
Dodds Wealth, LLC 0.26% Reduce -2.6% 1,551 $1.0M
Commons Capital, LLC 0.70% Add +4.8% 1,549 $1.0M
ProVise Management Group, LLC 0.08% Add +0.1% 1,541 $1.0M
Autumn Glory Partners, LLC 0.42% No change 1,540 $1.0M
Redwood Financial Network Corp 0.65% Reduce -14.1% 1,537 $1.0M
Fulcrum Equity Management 1.04% Add +1.4% 1,533 $1.0M
Flagship Wealth Advisors, LLC 0.34% Reduce -0.4% 1,532 $1.0M
Towneley Capital Management, Inc / DE 0.22% Add +0.1% 1,532 $1.0M
Worth Asset Management, LLC 0.46% No change 1,531 $1.0M
William Mack & Associates, Inc. 0.55% Reduce -0.1% 1,525 $1.0M
Brooks, Moore & Associates, Inc. 0.52% No change 1,525 $1.0M
Karani Asset Management LLC 0.87% No change 1,524 $1.0M
Lake Hills Wealth Management, LLC 0.54% No change 1,520 $1.0M
Wealth Advisors of Tampa Bay, LLC 0.34% No change 1,520 $1.0M
Invera Wealth Advisors, LLC 0.63% Add +0.4% 1,518 $1.0M
Addison Advisors LLC 0.24% Add +22.4% 1,517 $1.0M
Reik & Co., LLC 0.26% No change 1,516 $1.0M
Warwick Investment Management, Inc. 0.18% Add +0.1% 1,513 $1.0M
GLOBALT Investments LLC / GA 0.04% Reduce -4.7% 1,509 $1.0M
Bouchey Financial Group, Ltd. 0.08% Add +7.9% 1,507 $1.0M
FWL Investment Management, LLC 0.26% Reduce -24.7% 1,505 $1.0M
Pathway Financial Advisors LLC 0.13% No change 1,502 $1.0M
MN Wealth Advisors, LLC 0.54% Add +5.0% 1,501 $1.0M
Tilson Financial Group, Inc. 0.33% Add +1.6% 1,498 $1.0M
Milestones Private Investment Advisors LLC 0.68% No change 1,498 $1.0M
Avion Wealth 0.21% Add +3.7% 1,498 $1.0M
Objectivity Squared, LLC 0.60% Add +0.1% 1,497 $1.0M
DDFG, Inc 0.23% Reduce -5.3% 1,497 $1.0M
Sepio Capital, LP 0.06% Reduce -76.9% 1,496 $1.0M
BNC Wealth Management, LLC 0.25% Add +243.9% 1,496 $1.0M
Kondo Wealth Advisors, Inc. 0.40% Reduce -0.1% 1,496 $1.0M
Westbourne Investment Advisors, Inc. 0.28% Add +0.1% 1,496 $1.0M
Pekin Hardy Strauss, Inc. 0.10% Add +192.0% 1,495 $1.0M
BostonPremier Wealth LLC 0.50% New 1,495 $1.0M
Keyvantage Wealth, LLC 0.42% No change 1,492 $999K
Tucker Asset Management LLC 0.30% Add +17.7% 1,491 $998K
Charter Capital Management, LLC\DE 0.54% Reduce -1.3% 1,488 $996K
Portland Financial Advisors Inc 2.12% Reduce -0.8% 1,486 $995K
GKV Capital Management Co., Inc. 0.39% Reduce -2.0% 1,484 $993K
Centerpoint Advisory Group 0.77% Add +2.1% 1,483 $993K
Van Cleef Asset Management,Inc 0.10% Reduce -3.6% 1,483 $993K
Nicollet Investment Management, Inc. 0.32% Add +1.0% 1,480 $991K
Navellier & Associates Inc. 0.10% No change 1,480 $991K
Capstone Wealth Management Group, LLC 0.42% Add +0.1% 1,478 $989K
Global Assets Advisory, LLC 0.29% Reduce -4.1% 1,478 $989K
Two Sigma Securities, LLC 0.15% Reduce -73.2% 1,473 $986K
Muirfield Wealth Advisors LLC 0.73% No change 1,466 $981K
Foster & Motley Inc. 0.05% Add +19.1% 1,466 $981K
WT Wealth Management 0.28% Reduce -0.2% 1,465 $981K
Joule Financial, LLC 0.29% Reduce -26.4% 1,463 $979K
OMNI 360 Wealth, Inc. 0.55% Reduce -0.1% 1,463 $979K
Colorado Capital Management, Inc. 0.38% Add +26.2% 1,463 $979K
InvesTrust 0.36% Reduce -1.0% 1,462 $979K
Indie Asset Partners, LLC 1.30% Add +10.4% 1,461 $978K
Ascentis Wealth Management, LLC 0.23% Reduce -0.3% 1,458 $978K
Staley Capital Advisers Inc. 0.04% No change 1,459 $977K
Johnson Bixby & Associates, LLC 0.13% Add +3.9% 1,458 $976K
Main Street Research LLC 0.05% Add +20.6% 1,450 $970K
Meritas Wealth Management, LLC 0.48% No change 1,447 $969K
Cordatus Wealth Management LLC 0.23% Reduce -92.7% 1,447 $968K
West Wealth Group, LLC 0.21% Reduce -15.0% 1,425 $953K
180 Wealth Advisors, LLC 0.12% Add +20.2% 1,421 $951K
Parker Financial LLC 0.39% Reduce -0.6% 1,417 $949K
KFG Wealth Management, LLC 0.14% Add +3.0% 1,417 $948K
Partners in Financial Planning 0.16% No change 1,416 $948K
Shearwater Capital LLC 0.56% No change 1,416 $948K
Peoples Financial Services Corp. 0.43% Add +71.2% 1,414 $946K
Nvest Financial, LLC 0.54% Reduce -22.0% 1,409 $943K
Prepared Retirement Institute LLC 0.49% Reduce -30.2% 1,408 $942K
Bennett Selby Investments LP 0.31% No change 1,408 $942K
L. Roy Papp & Associates, LLP 0.11% Add +27.1% 1,406 $941K
Chatham Capital Group, Inc. 0.14% Reduce -2.0% 1,405 $940K
Culbertson A N & Co. Inc. 0.13% Reduce -1.4% 1,400 $937K
NBZ Investment Advisors LLC 0.49% No change 1,397 $935K
Fiduciary Financial Group, LLC 0.15% Add +1.0% 1,394 $933K
Gibson Capital, LLC 0.17% No change 1,391 $931K
Amplius Wealth Advisors, LLC 0.08% Reduce -4.0% 1,391 $931K
Elgethun Capital Management 0.17% No change 1,387 $928K
Safeguard Investment Advisory Group, LLC 0.23% Reduce -10.6% 1,386 $927K
Inscription Capital, LLC 0.10% Add +65.3% 1,385 $927K
Regency Capital Management Inc.\DE 0.44% No change 1,385 $927K
DHJJ Financial Advisors, Ltd. 0.31% Reduce -4.5% 1,385 $927K
Great Waters Wealth Management 0.11% Add +10.2% 1,384 $926K
Newman Dignan & Sheerar, Inc. 0.20% Reduce -1.4% 1,383 $926K
Littlejohn Financial Services, Inc. 0.67% Reduce -12.2% 1,380 $924K
Teamwork Financial Advisors, LLC 0.10% Reduce -6.6% 1,374 $920K
MeadowBrook Investment Advisors LLC 0.80% No change 1,374 $920K
Penney Financial, LLC 0.41% Reduce -25.9% 1,374 $920K
Shilanski & Associates, Inc. 0.24% Add +3.9% 1,373 $919K
Tenret Co LLC 0.47% No change 1,371 $918K
Summit Investment Advisory Services, LLC 0.36% Add +0.6% 1,369 $916K
Walter & Keenan Wealth Management LLC /in/ 0.25% No change 1,369 $916K
GatePass Capital, LLC 0.54% Reduce -0.4% 1,365 $914K
Hudson Capital Management LLC 0.25% Reduce -0.4% 1,364 $913K
Prosperity Financial Group, Inc. 0.33% Reduce -2.1% 1,363 $913K
Prairie Wealth Advisors, Inc. 0.37% Add +2.6% 1,354 $906K
TruNorth Capital Management, LLC 0.18% No change 1,349 $903K
Lokken Investment Group LLC 0.31% No change 1,349 $903K
Manske Wealth Management 0.28% Add +17.9% 1,345 $900K
Shepherd Kaplan Krochuk, LLC 0.74% Add +1.0% 1,344 $899K
USAdvisors Wealth Management, LLC 0.31% Add +1.7% 1,344 $899K
Synergy Asset Management, LLC 0.03% Add +217.6% 1,407 $899K
Boreal Capital Management LLC 0.86% No change 1,335 $894K
Financial Futures Ltd Liability Co. 0.43% Reduce -4.6% 1,334 $893K
SJS Investment Consulting Inc. 0.12% Add +54.7% 1,332 $892K
Torrey Growth & Income Advisors 0.26% — 1,330 $890K
Bensler, LLC 0.09% Add +1.8% 1,329 $889K
Arrow Financial Corp 0.09% No change 1,325 $887K
RMG Wealth Management LLC 0.12% No change 1,319 $886K
Noble Wealth Management PBC 0.47% — 1,321 $884K
Arlington Financial Advisors, LLC 0.13% Reduce -1.3% 1,320 $884K
M.E. Allison & Co., Inc. 0.62% Add +20.0% 1,319 $883K
Tripletail Wealth Management, LLC 1.04% No change 1,305 $882K
Capstone Financial Advisors, Inc. 0.05% Reduce -8.0% 1,315 $880K
Tsfg, LLC 0.14% Reduce -1.6% 1,314 $880K
TrueWealth Advisors, LLC 0.24% Add +33.4% 1,311 $878K
LMG Wealth Partners, LLC 0.16% No change 1,309 $876K
ARS Wealth Advisors Group, LLC 0.09% Reduce -0.9% 1,309 $876K
Navalign, LLC 0.23% Reduce -0.5% 1,306 $874K
D L Carlson Investment Group Inc. 0.15% Reduce -1.6% 1,305 $873K
Members Trust Co 0.03% Reduce -32.2% 1,305 $873K
Liberty Square Wealth Partners LLC 0.27% Add +0.5% 1,300 $870K
Lloyd Advisory Services, LLC. 0.41% Reduce -6.9% 1,298 $869K
Apriem Advisors 0.08% Add +10.8% 1,297 $868K
Twelve Points Wealth Management LLC 0.22% No change 1,292 $865K
Compton Wealth Advisory Group, LLC 0.20% No change 1,287 $862K
Harrell Investment Partners, LLC 0.20% Reduce -0.1% 1,287 $861K
Chemistry Wealth Management LLC 0.17% Add +7.0% 1,285 $860K
Conservest Capital Advisors, Inc. 0.08% No change 1,281 $857K
Tactive Advisors, LLC 0.24% Add +28.3% 1,278 $855K
Hillman Capital Management, Inc. 0.50% Add +74.5% 1,277 $855K
FourThought Financial Partners, LLC 0.08% Add +20.3% 1,276 $854K
San Luis Wealth Advisors LLC 0.15% New 1,274 $853K
Kassira Wealth Management LLC 0.82% — 1,273 $852K
Gill Capital Partners, LLC 0.26% Add +0.1% 1,270 $850K
First National Bank of Mount Dora, Trust Investment Services 0.19% No change 1,269 $849K
Woodard & Co. Asset Management Group Inc. 0.14% Add +1.4% 1,269 $849K
Palo Alto Wealth Advisors, LLC 0.25% Add +86.3% 1,237 $849K
TPG Financial Advisors, LLC 0.32% Reduce -27.5% 1,268 $849K
Collaborative Wealth Managment Inc. 0.34% Reduce -0.4% 1,264 $846K
Aspiring Ventures, LLC 0.31% Add +2.4% 1,264 $846K
Capital Investment Services of America, Inc. 0.08% No change 1,264 $846K
SpringVest Wealth Management LLC 0.62% No change 1,263 $845K
Florida Financial Advisors, LLC 0.26% Reduce -56.0% 1,260 $844K
Convergence Financial, LLC 0.13% Reduce -0.2% 1,259 $843K
Horizons Wealth Management 0.58% Reduce -4.1% 1,258 $842K
Community Financial Services Group, LLC 0.15% Reduce -15.7% 1,253 $839K
Strategic Family Wealth Counselors, L.L.C. 0.22% Reduce -1.3% 1,250 $837K
Freedom Investment Management, Inc. 0.22% Reduce -89.4% 1,249 $836K
BCS Wealth Management 0.19% Reduce -11.9% 1,248 $835K
Shakespeare Wealth Management, LLC 0.19% Reduce -14.9% 1,247 $835K
Tenon Financial LLC 0.43% Reduce -0.5% 1,246 $834K
N.E.W. Advisory Services LLC 0.07% No change 1,243 $832K
Team Financial Group, LLC 0.38% Add +2.8% 1,241 $830K
Sompo Asset Management Co., Ltd. 0.14% Reduce -26.2% 1,240 $830K
Peak Retirement Planning, Inc. 0.23% Add +9.2% 1,238 $829K
Garrett Wealth Advisory Group, LLC 0.16% Reduce -1.0% 1,234 $826K
RAM Investment Partners, LLC 0.15% No change 1,234 $826K
Kelly Financial Group LLC 0.22% Reduce -0.4% 1,232 $824K
VCI Wealth Management LLC 0.25% Add +8.4% 1,230 $823K
HRC Wealth Management, LLC 0.40% Add +5.9% 1,226 $820K
Avant Financial Advisors LLC 0.62% No change 1,222 $818K
Innova Wealth Partners 0.44% Add +13.5% 1,222 $818K
Jackson Thornton Wealth Management, LLC 0.08% Add +3.6% 1,209 $818K
Ignite Planners, LLC 0.13% Reduce -0.1% 1,220 $816K
Fortis Advisors, LLC 0.46% New 1,217 $815K
Grant Private Wealth Management Inc 0.50% Add +198.3% 1,217 $815K
Plimoth Trust Co. LLC 0.18% Reduce -0.2% 1,217 $815K
Martin & Co. Inc. 0.14% No change 1,217 $815K
Charis Legacy Partners, LLC 1.21% No change 1,215 $813K
O'Brien Wealth Partners LLC 0.11% No change 1,215 $813K
David Kennon Inc 0.29% Add +0.1% 1,213 $812K
Wimmer Associates 1, LLC 0.39% No change 1,211 $811K
Tandem Capital Management Corp. 0.38% No change 1,211 $811K
Sequent Planning LLC 0.23% Reduce -18.7% 1,208 $809K
Intellus Advisors LLC 0.11% Reduce -16.8% 1,208 $809K
Fenimore Asset Management Inc 0.02% No change 1,200 $803K
Bonfire Financial 0.62% No change 1,197 $801K
West Oak Capital, LLC 0.40% Add +10.6% 1,196 $801K
Coastwise Capital Group, LLC 0.56% New 1,196 $800K
Laffer Tengler Investments, Inc. 0.15% New 1,194 $799K
Cove Private Wealth, LLC 0.26% No change 1,192 $798K
Drake & Associates, LLC 0.17% Reduce -38.8% 1,170 $797K
Penobscot Investment Management Company, Inc. 0.06% Add +15.8% 1,190 $797K
Pacific Point Advisors, LLC 0.46% No change 1,188 $795K
Axecap Investments, LLC 0.49% Add +1.5% 1,186 $794K
TPG Advisors LLC 0.52% Add +7.0% 1,184 $792K
Gutierrez Wealth Advisory, LLC 0.51% Add +0.3% 1,181 $791K
Zuckerman Investment Group, LLC 0.07% Add +1.6% 1,180 $790K
Investor's Fiduciary Advisor Network, LLC 0.27% Reduce -9.7% 1,179 $789K
Legacy Solutions, LLC 0.71% Add +0.1% 1,178 $788K
Fourpath Capital Management, LLC 0.11% Add +3.6% 1,178 $788K
Holistic Financial Partners 0.32% Add +69.9% 1,174 $786K
Integral Investment Advisors, Inc. 0.21% Add +3.2% 1,172 $785K
Arrowroot Family Office, LLC 0.31% No change 1,169 $783K
Regatta Capital Group, LLC 0.12% Add +12.0% 1,168 $781K
Front Row Advisors LLC 0.26% No change 1,166 $780K
M. Kulyk & Associates, LLC 0.16% Add +1.0% 1,157 $774K
Investment Research & Advisory Group, Inc. 0.26% Reduce -11.3% 1,157 $774K
Mason Investment Advisory Services, Inc. 0.04% Add +0.3% 1,156 $774K
Slow Capital, Inc. 0.09% Reduce -14.9% 1,156 $774K
Manuka Financial, LLC 0.48% Add +2.0% 1,155 $773K
Veracity Capital LLC 0.25% Reduce -3.4% 1,154 $772K
AmeriServ Wealth Advisors 0.39% No change 1,154 $772K
Argentarii, LLC 0.31% No change 1,152 $771K
Blankinship & Foster, LLC 0.17% Reduce -1.1% 1,152 $771K
Triangle Securities Wealth Management 0.17% Add +15.9% 1,150 $770K
Strategic Financial Planning, Inc. 0.45% No change 1,149 $769K
Seneca House Advisors 0.31% Add +4.6% 1,147 $768K
Clearview Wealth Advisors LLC 0.49% Reduce -4.3% 1,146 $767K
one8zero8, LLC 0.17% Add +0.1% 1,145 $766K
Fairview Capital Investment Management, LLC 0.04% Add +38.8% 1,144 $766K
Somerset Trust Co 0.24% Reduce -0.6% 1,142 $764K
Triton Financial Group Inc 0.51% Add +0.1% 1,141 $763K
Radnor Capital Management, LLC 0.12% No change 1,139 $762K
Sharp Wealth Advisory, LLC 0.41% Reduce -2.1% 1,137 $761K
Wells Financial Advisors INC 1.02% Reduce -24.0% 1,134 $759K
Pinney & Scofield, Inc. 0.47% No change 1,134 $759K
Triton Wealth Management, PLLC 0.29% Reduce -0.6% 1,098 $755K
Argent Capital Management LLC 0.02% No change 1,124 $752K
Whitener Capital Management, Inc. 0.18% Add +30.6% 1,123 $752K
Victory Financial Group, LLC 0.10% Add +29.0% 1,122 $751K
Milestone Asset Management, LLC 0.14% Add +10.0% 1,119 $749K
Harpswell Capital Advisors, LLC 0.71% — 1,119 $749K
Glenorchy Capital Ltd 0.54% No change 1,118 $748K
D.B. Root & Company, LLC 0.19% Add +3.0% 1,116 $747K
GGM Financial LLC 0.38% Add +0.3% 1,113 $745K
Security National Bank of So Dak 0.37% Add +19.5% 1,111 $744K
Atlas Private Wealth Advisors 0.18% Reduce -51.2% 1,111 $744K
Concord Wealth Partners 0.10% Add +0.2% 1,111 $743K
Future Financial Wealth Managment LLC 0.47% No change 1,107 $741K
MJT & Associates Financial Advisory Group, Inc. 0.60% Add +1266.7% 1,107 $740K
Main Street Group, LTD 0.24% Reduce -0.3% 1,106 $740K
True Wealth Design, LLC 0.23% Reduce -4.3% 1,105 $740K
Next Level Private LLC 0.21% Add +0.1% 1,090 $736K
Opal Wealth Advisors, LLC 0.20% Reduce -1.1% 1,097 $734K
Beutel, Goodman & Co Ltd. 0.00% Add +2.8% 1,094 $732K
Great Lakes Retirement, Inc. 0.08% Reduce -3.3% 1,094 $732K
Greystone Financial Group, LLC 0.11% Reduce -2.7% 1,091 $730K
Proactive Wealth Strategies LLC 0.31% Add +0.6% 1,088 $728K
Heritage Wealth Management, Inc./Texas 0.32% Reduce -2.6% 1,086 $727K
Fiscal Wisdom Wealth Management, LLC 0.69% — 1,083 $727K
Hanson & Doremus Investment Management 0.09% No change 1,081 $724K
SYM FINANCIAL Corp 0.08% No change 1,080 $723K
Exchange Bank 0.50% Add +21.0% 1,079 $722K
United Bank 0.25% No change 1,079 $722K
One Wealth Map LLC 0.38% No change 1,054 $722K
Sollinda Capital Management LLC 0.20% Reduce -5.0% 1,072 $718K
Payne Capital LLC 0.73% — 1,072 $717K
Midwest Capital Advisors, LLC 0.35% Reduce -0.5% 1,070 $716K
West Michigan Advisors, LLC 0.17% Add +0.8% 1,069 $715K
High Probability Advisors, LLC 0.10% Add +0.4% 1,068 $715K
Hamilton Point Investment Advisors, LLC 0.11% No change 1,067 $714K
Foster Victor Wealth Advisors, LLC 0.04% Add +115.0% 1,060 $713K
GK Wealth Management LLC 0.53% Add +0.2% 1,060 $710K
Strategic Investment Advisors / MI 0.06% Reduce -94.3% 65 $710K
FWG Investments, LLC. 0.49% Reduce -9.5% 1,059 $709K
Ables, Iannone, Moore & Associates, Inc. 0.41% No change 1,057 $707K
Wealthstar Advisors, LLC 0.28% Add +0.6% 1,055 $706K
Strategic Wealth Investment Group, LLC 0.06% New 1,053 $705K
O'ROURKE & COMPANY, Inc 0.29% Add +33.1% 1,050 $703K
Quattro Financial Advisors LLC 0.22% Add +14.9% 1,046 $700K
Townsend Asset Management Corp. /NC/ 0.25% Reduce -2.0% 1,044 $699K
Verity & Verity, LLC 0.06% No change 1,040 $696K
Richardson Capital Management LLC 0.33% Add +13.2% 1,039 $695K
Hunter Associates Investment Management LLC 0.10% Reduce -1.5% 1,038 $695K
Field & Main Bank 0.21% Reduce -6.9% 1,038 $695K
HMS Capital Management, LLC 0.29% Reduce -2.0% 1,035 $693K
Pure Portfolios Holdings LLC 0.22% Reduce -34.0% 1,031 $690K
American Investment Services, Inc. 0.17% Reduce -1.3% 1,031 $690K
Dash Acquisitions Inc. 0.14% Reduce -11.9% 996 $688K
Stiles Financial Services Inc 0.22% Reduce -12.4% 1,024 $686K
CFM Wealth Partners LLC 0.10% Reduce -12.0% 1,022 $684K
City State Bank 0.20% No change 1,022 $684K
Hibernia Wealth Partners, LLC 0.44% Reduce -51.8% 1,021 $683K
Passive Capital Management, LLC. 0.22% No change 1,020 $683K
Wealthspan Partners, LLC 0.26% Reduce -1.4% 1,019 $682K
Balance Wealth Partners LLC 0.17% Add +66.0% 1,019 $682K
Marco Investment Management LLC 0.05% Reduce -0.4% 1,015 $679K
Cypress Point Wealth Management, LLC 0.14% Reduce -6.0% 1,013 $678K
Congress Asset Management Co. 0.00% Reduce -22.6% 1,007 $674K
Osprey Private Wealth LLC 0.24% New 1,006 $674K
Key Client Fiduciary Advisors, LLC 0.23% Add +1.8% 1,006 $674K
Gleason Group, Inc. 0.07% Add +0.3% 1,006 $673K
Stonebrook Private Inc. 0.15% Add +0.1% 1,005 $673K
Resolute Wealth Strategies, LLC 0.31% Reduce -1.9% 1,004 $672K
Seaside Wealth Management, Inc. 0.20% No change 1,003 $671K
Stonekeep Investments, LLC 0.43% Add +3.7% 1,003 $671K
Ipsen Advisor Group LLC 0.48% Add +0.3% 999 $668K
Hills Bank & Trust Co 0.04% Reduce -1.1% 997 $667K
Silver Oak Advisory Group, Inc. 0.30% Reduce -29.2% 998 $667K
Wealthstream Advisors, Inc. 0.10% No change 997 $667K
United Bank 0.08% No change 996 $667K
Paladin Wealth, LLC 0.48% Add +2.2% 993 $665K
Everstar Asset Management, LLC 0.38% Reduce -2.6% 990 $663K
Bowman & Co S.C. 0.28% Reduce -0.7% 986 $661K
Monument Group Wealth Advisors, LLC 0.39% No change 987 $661K
Valued Wealth Advisors LLC 0.31% No change 986 $660K
Austin Wealth Management, LLC 0.10% Reduce -1.1% 982 $659K
Slagle Financial, LLC 0.24% Reduce -12.3% 982 $657K
Silverlake Wealth Management LLC 0.16% Add +5.5% 981 $657K
Anchor Capital Advisors LLC 0.02% Add +2.0% 981 $657K
Hofer & Associates. Inc 0.38% Reduce -8.1% 979 $655K
CPC Advisors, LLC 0.07% Add +90.5% 979 $655K
LongView Asset Management LLC 0.45% Reduce -3.4% 975 $653K
Harbour Investment Management LLC 0.28% New 973 $651K
First Nebraska Trust Co 0.06% No change 973 $651K
Virtue Asset Management LLC 0.55% — 972 $651K
Jackson Square Capital, LLC 0.14% Add +11.0% 971 $650K
Retirement Guys Formula LLC 0.23% No change 1,122 $650K
Lumbard & Kellner, LLC 0.24% Add +60.1% 970 $649K
Up Strategic Wealth Investment Advisors LLC 0.48% No change 965 $645K
Hurley Capital, LLC 0.36% Add +5.0% 961 $643K
TruWealth Advisors, LLC 0.03% Add +3.4% 956 $640K
Crossmark Global Holdings, Inc. 0.01% Add +3.2% 955 $639K
BCO Wealth Management LLC 0.42% Add +2.1% 955 $639K
Rothschild Capital Partners, LLC 0.15% Reduce -3.3% 954 $639K
Frazier Financial Advisors, LLC 0.39% Reduce -3.8% 953 $638K
Piedmont Capital Management, LLC 0.34% Add +2.0% 950 $636K
Prosperity Planning, Inc. 0.24% Reduce -0.9% 949 $635K
Equita Financial Network, Inc. 0.21% Add +26.9% 949 $635K
Azimuth Capital Investment Management LLC 0.02% No change 948 $634K
Cambridge Advisors Inc. 0.12% No change 947 $634K
Whalen Wealth Management Inc. 0.37% New 945 $633K
Prospect Financial Services LLC 0.36% Add +0.8% 945 $632K
Compass Wealth Management LLC 0.14% Reduce -7.3% 945 $632K
Aries Wealth Management 0.15% No change 943 $631K
Meeder Advisory Services, Inc. 0.03% Add +15.6% 942 $630K
LJI Wealth Management, LLC 0.11% Reduce -19.7% 938 $628K
Spinnaker Investment Group, LLC 0.12% New 937 $627K
AdviceOne Advisory Services, LLC 0.42% No change 934 $625K
Mascagni Wealth Management, Inc. 0.48% Reduce -0.5% 933 $624K
Reyes Financial Architecture, Inc. 0.42% No change 930 $622K
Nestegg Advisors, Inc. 0.55% Add +1.3% 929 $622K
Smith & Howard Wealth Management, LLC 0.14% Reduce -1.6% 929 $622K
Tidemark, LLC 0.18% No change 927 $621K
Grey Fox Wealth Advisors, LLC 0.13% Reduce -1.6% 927 $620K
Beacon Financial Strategies CORP 0.37% No change 925 $619K
Thompson Siegel & Walmsley LLC 0.01% Reduce -6.5% 923 $618K
Mowery & Schoenfeld Wealth Management, LLC 1.06% No change 922 $617K
Private Management Group Inc. 0.02% Reduce -7.9% 916 $613K
LVM Capital Management Ltd. 0.06% Add +1.4% 916 $613K
Willner & Heller, LLC 0.47% Reduce -0.2% 915 $613K
Matrix Private Capital Group LLC 0.32% No change 914 $612K
Eclectic Associates Inc. 0.11% Add +0.1% 914 $612K
Matauro, LLC 0.10% Reduce -2.4% 912 $610K
Mark Sheptoff Financial Planning, LLC 0.29% No change 912 $610K
A4 Wealth Advisors LLC 0.51% — 909 $608K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Reduce -4.1% 908 $608K
Jacksonville Wealth Management, LLC 0.45% No change 908 $608K
Atticus Wealth Management, LLC 0.15% Add +58.6% 907 $607K
Joel Adams & Associates, Inc. 0.49% Add +0.4% 906 $607K
Acorn Wealth Advisors, LLC 0.19% Add +95.5% 905 $605K
RVW Wealth, LLC 0.05% Reduce -2.9% 903 $604K
Mine & Arao Wealth Creation & Management, LLC. 0.25% Add +0.3% 903 $604K
Monte Financial Group, LLC 0.22% Reduce -1.9% 901 $603K
Cravens & Co Advisors, LLC 0.41% No change 900 $602K
Avity Investment Management Inc. 0.04% Add +2.3% 899 $602K
Chapman Financial Group, LLC 0.41% Add +198.7% 896 $600K
Level Financial Advisors 0.17% Reduce -3.7% 896 $599K
Vestia Personal Wealth Advisors 0.32% Add +0.8% 895 $599K
Cypress Capital, LLC 0.17% Reduce -9.2% 894 $598K
Hazlett, Burt & Watson, Inc. 0.21% Add +0.6% 891 $597K
Elm3 Financial Group, LLC 0.49% Reduce -2.8% 891 $596K
Castle Rock Wealth Management, LLC 0.13% No change 887 $596K
BTG Pactual Asset Management US LLC 0.07% Reduce -6.2% 959 $595K
Heritage Wealth Management, Inc. 0.17% Reduce -2.6% 889 $595K
Lodestone Wealth Management LLC 0.27% Reduce -0.2% 887 $594K
Jordan Park Group LLC 0.03% New 885 $592K
Novak & Powell Financial Services, Inc. 0.31% Add +58.9% 885 $592K
Wealth Watch Advisors, INC 0.24% Reduce -19.6% 883 $591K
Hemenway Trust Co LLC 0.05% Reduce -20.7% 883 $591K
Kickstand Ventures, Llc. 0.13% Reduce -1.0% 879 $589K
Global Wealth Strategies & Associates 0.15% Reduce -0.3% 879 $588K
Arkos Global Advisors 0.07% Reduce -3.0% 879 $588K
Peregrine Asset Advisers, Inc. 0.18% No change 878 $588K
Brio Consultants, LLC 0.08% Reduce -6.0% 877 $587K
Revere Asset Management, Inc 0.22% Add +0.8% 876 $586K
Denver Wealth Management, Inc. 0.21% Add +0.3% 870 $582K
G&S Capital LLC 0.21% Add +47.3% 869 $582K
Davis Capital Management 0.40% — 867 $580K
Alpha Zero LLC 0.34% Add +0.8% 867 $580K
Bell Bank 0.03% Reduce -3.0% 867 $580K
RW Investment Management LLC 0.06% No change 865 $579K
Castleview Partners, LLC 0.31% New 861 $576K
WealthTrust Asset Management, LLC 0.40% Add +0.1% 858 $574K
Cornerstone National Bank & Trust Co 0.23% No change 857 $574K
Collier Financial 0.43% — 856 $573K
Holderness Investments Co. 0.12% No change 854 $572K
Greenfield Savings Bank 0.24% Reduce -2.0% 852 $570K
Tocqueville Asset Management L.P. 0.01% Reduce -2.9% 852 $570K
Westside Investment Management, Inc. 0.09% No change 849 $569K
McDonald Partners LLC 0.17% Reduce -25.1% 849 $568K
Am Investment Strategies LLC 0.12% No change 847 $567K
Traction Financial Partners, LLC 0.35% Add +30.8% 840 $562K
Crews Bank & Trust 0.08% Reduce -4.5% 840 $562K
Union Bancaire Privee, UBP SA 0.01% Reduce -11.7% 1,057 $561K
Darwin Wealth Management, LLC 0.18% Add +469.4% 837 $560K
Premier Financial Group 0.15% No change 841 $560K
Covenant Partners, LLC 0.16% Add +3.6% 837 $560K
WealthCare Investment Partners, LLC 0.18% Add +1.2% 833 $560K
Quest Investment Management LLC 0.06% Add +14.4% 836 $560K
First City Capital Management, Inc. 0.30% No change 835 $559K
Fayez Sarofim & Co 0.00% Reduce -0.7% 835 $559K
Brickley Wealth Management 0.10% New 833 $558K
Grove Street Fiduciary, LLC 0.26% No change 831 $556K
OLIO Financial Planning 0.16% Add +10.8% 831 $556K
Howard Capital Management Group, LLC 0.04% Reduce -9.3% 830 $556K
Annandale Capital, LLC 0.10% No change 829 $555K
Highland Financial Advisors, LLC 0.16% Add +21.1% 828 $554K
Retirement Capital Strategies 0.21% No change 827 $554K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -2.0% 827 $553K
KKM Financial LLC 0.17% Reduce -9.0% 826 $553K
Eagle Global Advisors LLC 0.02% Reduce -1.4% 824 $552K
Andrew Hill Investment Advisors, Inc. 0.43% Reduce -4.8% 823 $551K
Wells Trecaso Financial Group, LLC 0.26% Reduce -26.1% 823 $551K
W1M Investment Management Ltd 0.01% No change 820 $549K
AssuredPartners Investment Advisors, LLC 0.12% Reduce -14.3% 818 $548K
Chilton Investment Co. Inc. 0.01% Add +91.1% 818 $547K
Parkwoods Wealth Partners, LLC 0.19% No change 813 $544K
Petra Financial Advisors Inc. 0.32% Add +3.0% 812 $544K
Quantum Financial Advisors, LLC 0.07% Add +4.2% 812 $543K
Noesis Capital Mangement Corp. 0.08% Reduce -10.2% 811 $543K
Meridian Investment Counsel Inc. 0.13% No change 810 $542K
Sage Private Wealth Group, LLC 0.30% Add +0.1% 803 $537K
Longview Financial Advisors, Inc. 0.38% No change 802 $537K
Fagan Associates, Inc. 0.07% Add +2.0% 802 $537K
Beckerman Institutional, LLC 0.31% Add +0.1% 797 $533K
Boston Common Asset Management, LLC 0.01% New 795 $532K
Pointe Capital Management LLC 0.26% No change 794 $531K
Trevian Wealth Management LLC 0.28% No change 791 $530K
Family Legacy Financial Solutions, LLC 0.41% Add +54.1% 792 $530K
Hall Laurie J Trustee 0.17% Reduce -11.2% 792 $530K
Taylor Financial Group, Inc. 0.30% Reduce -0.9% 790 $529K
Nicholson Meyer Capital Management, Inc. 0.40% Add +4.0% 784 $525K
Revisor Wealth Management LLC 0.18% Reduce -53.6% 777 $524K
Canandaigua National Trust Co of Florida 0.42% Reduce -4.3% 783 $524K
KM Capital Management Ltd. 0.24% Reduce -10.1% 783 $524K
apricus wealth, LLC 0.28% New 780 $522K
Grange Capital, LLC 0.50% No change 777 $520K
Obsidian Personal Planning Solutions LLC 0.18% No change 758 $519K
Syntegra Private Wealth Group, LLC 0.05% No change 775 $519K
Sentinel Wealth Management, Inc. 0.45% Reduce -4.9% 775 $519K
Orange Investment Advisors, Inc. 0.05% No change 775 $519K
Core Wealth Partners LLC 0.24% Add +0.1% 771 $516K
J. L. Bainbridge & Co., Inc. 0.04% Reduce -1.0% 770 $515K
Marietta Investment Partners LLC 0.10% No change 767 $513K
Compass Planning Associates Inc 0.47% Add +0.3% 767 $513K
Buttonwood Financial Advisors Inc. 0.18% Reduce -7.8% 767 $513K
OneAscent Family Office, LLC 0.42% Add +1.1% 766 $513K
Columbia Asset Management 0.10% No change 766 $513K
Fiduciary Management Inc. 0.01% New 766 $513K
Challenger Wealth Management 0.40% Reduce -2.7% 766 $512K
Riverview Trust Co 0.62% No change 765 $512K
LVW Advisors, LLC 0.05% Reduce -1.0% 765 $512K
RMR Wealth Builders 0.04% Add +0.1% 764 $511K
Westshore Wealth, LLC 0.17% Reduce -3.3% 763 $511K
Family Capital Trust Co 0.17% Add +20.0% 763 $511K
Clarity Wealth Development LLC 0.46% No change 740 $511K
Beacon Wealthcare LLC 0.18% Add +24.5% 762 $510K
Holcombe Financial, Inc. 0.36% No change 760 $509K
Burns J W & Co. Inc. 0.06% No change 760 $508K
Ellsworth Advisors, LLC 0.11% Reduce -2.3% 759 $507K
Hixon Zuercher, LLC 0.15% New 757 $507K
Three Magnolias Financial Advisors, LLC 0.32% Reduce -4.4% 756 $506K
Finley Financial, LLC 0.23% No change 755 $505K
Axis Wealth Partners, LLC 0.30% Add +0.1% 754 $505K
DiNuzzo Private Wealth, Inc. 0.06% No change 776 $503K
NORTHSTAR ASSET MANAGEMENT Co 0.11% No change 750 $502K
Private Wealth Group, LLC 0.25% No change 749 $501K
CCM Investment Advisers LLC 0.05% New 748 $501K
Integrity Financial Corp 0.24% Add +0.1% 746 $499K
Financial Security Advisor, Inc. 0.11% Add +0.1% 745 $499K
Total Investment Management Inc. 0.06% Add +30.5% 745 $499K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +0.4% 744 $498K
LifeSteps Financial, Inc. 0.32% Add +17.7% 738 $494K
Chris Bulman Inc 0.25% No change 737 $493K
Guided Capital Wealth Management, LLC 0.42% No change 736 $493K
Brady Martz Wealth Solutions, LLC 0.09% Add +92.4% 735 $492K
Baxter Bros Inc. 0.06% Reduce -4.0% 735 $492K
NewSquare Capital LLC 0.03% No change 731 $489K
WorthPointe, LLC 0.18% Add +2.8% 727 $487K
Astoria Portfolio Advisors LLC. 0.13% Add +1.1% 719 $486K
State of Alaska, Department of Revenue 0.01% Reduce -32.2% 725 $485K
Vectors Research Management, LLC 0.15% Reduce -7.8% 724 $485K
Lewis Asset Management, LLC 0.20% Add +0.1% 721 $482K
St. Louis Trust Co 0.06% No change 720 $482K
Rainier Family Wealth Inc. 0.43% No change 719 $481K
Cordgrass Capital Advisors, LLC 0.12% Add +0.7% 717 $480K
First Pacific Financial 0.07% Reduce -7.2% 717 $480K
Coston, McIsaac & Partners 0.11% No change 717 $479K
IMZ Advisory Inc 0.18% Add +30.1% 713 $477K
O'Brien Greene & Co. Inc 0.15% No change 713 $477K
Strategent Financial, LLC 0.34% No change 706 $473K
Fogel Capital Management, Inc. 0.22% No change 705 $472K
Sterling Group Wealth Management, LLC 0.23% No change 705 $472K
Adell Harriman & Carpenter Inc. 0.03% Reduce -3.4% 705 $472K
Blue Fin Capital, Inc. 0.07% No change 701 $469K
Emprise Bank 0.20% No change 699 $468K
Financial Strategies Group, Inc. 0.09% Reduce -5.4% 678 $466K
Delta Financial Advisors LLC 0.13% Add +1.2% 694 $465K
Insight Wealth Partners, LLC 0.21% No change 694 $464K
Finer Wealth Management, Inc. 0.23% Add +0.3% 693 $464K
Clark Financial Services Group Inc. 0.25% Add +0.3% 693 $464K
Total Wealth Planning, LLC 0.05% No change 693 $464K
Elevatus Welath Management 0.13% Add +70.4% 692 $463K
Elser Financial Planning, Inc 0.56% No change 688 $463K
Farrell Financial LLC 0.29% Reduce -0.9% 690 $462K
Cornerstone Select Advisors, LLC 0.34% No change 690 $462K
Barr E S & Co. 0.03% No change 690 $462K
Crowley Wealth Management, Inc. 0.37% Add +54.5% 689 $461K
Eubel Brady & Suttman Asset Management Inc. 0.06% Add +17.4% 687 $460K
Sutton Place Investors LLC 0.26% Reduce -0.6% 687 $460K
Mitchell Sinkler & Starr 0.21% No change 686 $459K
Kozak & Associates, Inc. 0.09% Add +208.1% 684 $458K
Reliant Investment Partners, LLC 0.36% No change 679 $457K
Fortune Financial Advisors, LLC 0.34% No change 681 $456K
Fielder Capital Group LLC 0.10% Reduce -1.0% 681 $456K
Sendero Wealth Management, LLC 0.05% No change 679 $454K
CGC Financial Services, LLC 0.13% Add +8.7% 677 $453K
Pinnacle Financial Group, LLC / IL 0.14% Reduce -1.3% 675 $452K
Dravo Bay LLC 0.20% No change 674 $451K
Center For Asset Management LLC 0.24% Reduce -6.5% 674 $451K
Somerville Kurt F 0.07% No change 671 $449K
Cambridge Financial Group, LLC 0.14% Add +13.5% 671 $449K
NWK Group, Inc. 0.15% Reduce -2.2% 670 $448K
Knollwood Investment Advisory, LLC 0.04% Add +35.0% 668 $447K
WJ Financial Advisors LLC 0.43% — 664 $444K
Financial & Tax Architects, LLC 0.10% Reduce -3.8% 663 $444K
JARISLOWSKY, FRASER Ltd 0.00% Add +18.3% 660 $442K
Sawgrass Asset Management LLC 0.05% Add +3.6% 658 $440K
Synergy Financial Group, LTD 0.30% Reduce -0.5% 658 $440K
Hassell Wealth Management, LLC 0.15% No change 657 $440K
Promus Capital, LLC 0.28% No change 655 $439K
Hilltop Partners LLC 0.13% Reduce -9.2% 655 $438K
Palisade Asset Management, LLC 0.04% Add +14.5% 654 $438K
Kirr Marbach & Co. LLC 0.08% New 654 $438K
TL Private Wealth 0.17% Add +0.1% 654 $436K
Kiker Wealth Management, LLC 0.22% Add +4.2% 651 $435K
Kidder Stephen W 0.12% Reduce -7.1% 650 $435K
Vantage Point Financial LLC 0.17% Reduce -2.9% 647 $433K
Great Diamond Partners, LLC 0.08% No change 647 $433K
Compass Capital Corp. /Ma/ 0.19% New 632 $432K
Brian Low Financial Group, LLC 0.33% Add +29.2% 642 $430K
American Money Management, LLC 0.07% Add +2.7% 642 $430K
Prentice Wealth Management LLC 0.11% Add +9.6% 640 $428K
Ballentine Capital Advisors, Inc 0.19% No change 638 $427K
Checchi Capital Advisers, LLC 0.03% Add +12.7% 638 $427K
Lauterbach Financial Advisors, LLC 0.21% No change 633 $424K
D'Orazio & Associates, Inc. 0.06% No change 632 $423K
Steinberganna Wealth Management 0.20% — 628 $421K
Heritage Oak Wealth Advisors LLC 0.16% Add +15.4% 628 $420K
Vaughan David Investments LLC 0.01% Add +57.4% 628 $420K
Kirtland Hills Capital Management, LLC 0.17% No change 627 $419K
Security Financial Services, INC. 0.07% Reduce -0.5% 626 $419K
Mid-American Wealth Advisory Group, Inc. 0.19% Add +8.0% 623 $417K
Alhambra Investment Management LLC 0.20% Add +8.2% 622 $416K
American Capital Advisory, LLC 0.19% No change 622 $416K
Dock Street Asset Management Inc. 0.04% Add +38.0% 621 $416K
Dover Advisors, LLC 0.17% Reduce -3.1% 620 $415K
Brogan Financial, Inc. 0.18% Add +2.0% 618 $414K
Pin Oak Investment Advisors Inc. 0.29% No change 616 $412K
Financial Life Advisors 0.13% Add +2.2% 615 $412K
Lynx Investment Advisory 0.25% Add +0.3% 615 $412K
Invenio Wealth Partners LLC 0.15% No change 614 $411K
White Knight Strategic Wealth Advisors, LLC 0.32% No change 613 $410K
Lawson Kroeker Investment Management Inc. 0.07% No change 612 $410K
Manning & Napier Advisors LLC 0.01% Add +61.0% 612 $410K
Leading Edge Financial Planning LLC 0.10% Reduce -8.7% 611 $409K
Nicholas Wealth, LLC. 0.30% Add +0.2% 608 $407K
Carson Advisory Inc. 0.22% Add +2.0% 608 $407K
IPG Investment Advisors LLC 0.07% Reduce -0.7% 607 $406K
Old North State Wealth Management, LLC 0.19% Add +49.0% 602 $405K
McCollum Christoferson Group LLC 0.12% No change 605 $405K
Watchman Group, Inc. 0.10% Add +1.0% 605 $405K
Kearns & Associates LLC 0.21% No change 605 $405K
Horizon Investment Services, LLC 0.15% Reduce -0.2% 603 $404K
Williams & Novak, LLC 0.31% No change 601 $402K
Community Bank of Raymore 0.28% No change 600 $402K
Graybill Wealth Management, LTD. 0.12% No change 600 $402K
Neumann Capital Management, LLC 0.12% No change 600 $402K
Strait & Sound Wealth Management LLC 0.15% Add +1.9% 598 $400K
JPL Wealth Management, LLC 0.10% No change 598 $400K
City Holding Co. 0.05% Reduce -12.1% 597 $400K
Permanens Capital L.P. 0.06% No change 594 $398K
Bell Investment Advisors, Inc 0.06% Add +162.4% 593 $397K
Fourth Dimension Wealth, LLC 0.15% Reduce -4.0% 593 $397K
Matthew Goff Investment Advisor, LLC 0.07% No change 593 $397K
SFG Wealth Management, LLC. 0.17% No change 593 $397K
Ergawealth Advisors, Inc. 0.18% Add +65.4% 592 $396K
IMPACTfolio, LLC 0.17% Add +7.1% 591 $396K
Stablepoint Partners, LLC 0.06% No change 591 $396K
BancFirst Trust & Investment Management 0.15% New 593 $395K
Blue Zone Wealth Advisors, LLC 0.08% Add +7.7% 590 $395K
Hiley Hunt Wealth Management 0.19% Add +0.3% 590 $395K
Buckhead Capital Management LLC 0.14% No change 590 $395K
Verde Capital Management 0.09% Reduce -2.2% 589 $394K
Uniting Wealth Partners, LLC 0.09% New 589 $394K
Presper Financial Architects, LLC 0.23% Reduce -7.4% 588 $394K
Duncker Streett & Co. Inc. 0.07% No change 588 $394K
Afg Fiduciary Services Limited Partnership 0.23% No change 584 $392K
Fischer Financial Services, Inc. 0.11% No change 586 $392K
Royal Fund Management, LLC 0.05% No change 584 $391K
Letson Investment Management, Inc. 0.14% No change 583 $390K
L.M. Kohn & Company 0.47% Reduce -31.9% 582 $390K
Aventura Private Wealth, LLC 0.14% Add +2.1% 582 $390K
Drucker Wealth 3.0, LLC 0.07% No change 581 $389K
Thrive Capital Management, LLC 0.10% Add +2.1% 580 $388K
Seelaus Asset Management LLC 0.31% No change 579 $388K
BlackDiamond Wealth Management, LLC 0.21% Add +15.8% 579 $388K
Shum Financial Group, Inc. 0.29% — 579 $387K
Prudent Investors Network, Inc. 0.09% New 578 $387K
Cathy Pareto & Associates, Inc. 0.29% Add +2.7% 578 $387K
MilWealth Group LLC 0.09% No change 578 $387K
Rolek Wealth Management LLC 0.29% No change 578 $387K
Wiser Advisor Group LLC 0.48% Add +0.2% 577 $386K
Park Edge Advisors, LLC 0.09% Reduce -6.8% 576 $386K
New Millennium Group LLC 0.18% Reduce -94.9% 576 $386K
LRI Investments, LLC 0.03% Add +2.1% 576 $385K
Orcam Financial Group 0.31% No change 575 $385K
Clayton Financial Group LLC 0.28% Add +73.9% 574 $385K
Marotta Asset Management 0.07% Add +41.0% 571 $384K
Retireful, LLC 0.37% Reduce -23.1% 573 $384K
Leisure Capital Management 0.13% Add +6.5% 569 $381K
Brown, Lisle/Cummings, Inc. 0.10% No change 567 $379K
TCFG Wealth Management, LLC 0.15% Reduce -1.1% 565 $379K
Hillcrest Wealth Advisors - NY, LLC 0.17% No change 566 $379K
Morton Brown Family Wealth, LLC 0.11% Reduce -2.4% 566 $379K
Veridan Wealth LLC 0.13% — 565 $378K
Kaizen Financial Strategies 0.17% Reduce -27.4% 561 $378K
Maltin Wealth Management, Inc. 0.16% Add +0.2% 564 $378K
Attessa Capital LLC 0.22% No change 559 $374K
Alpha Financial Advisors, LLC 0.13% Reduce -4.0% 558 $374K
Planning Directions Inc. 0.19% Reduce -8.7% 558 $373K
Aspire Growth Partners LLC 0.27% Reduce -13.4% 556 $372K
Richmond Brothers, Inc. 0.23% Reduce -3.6% 556 $372K
Cambridge Capital Management, LLC 0.18% Add +2.0% 552 $369K
Abner Herrman & Brock LLC 0.04% New 552 $369K
Wilkins Investment Counsel Inc. 0.05% No change 550 $368K
Abacus Wealth Partners, LLC 0.05% No change 546 $365K
Texas Bank & Trust Co 0.14% Reduce -3.2% 545 $365K
Systematic Alpha Investments, LLC 0.01% No change 544 $364K
Grand Wealth Management, LLC 0.18% No change 543 $363K
Caitlin John, LLC 0.25% Reduce -1.1% 542 $363K
Purkiss Capital Advisors LLC 0.17% Reduce -1.6% 542 $363K
Capital Planning Advisors, LLC 0.05% No change 542 $363K
Wood Tarver Financial Group, LLC 0.11% Add +11.1% 541 $362K
AG Asset Advisory, LLC 0.30% No change 540 $361K
Duncan Williams Asset Management, LLC 0.10% Add +0.2% 539 $361K
RPg Family Wealth Advisory, LLC 0.08% New 538 $360K
Matisse Capital 0.16% No change 538 $360K
Guardian Wealth Advisors, LLC 0.20% No change 535 $358K
Mirador Capital Partners LP 0.05% Reduce -42.3% 533 $357K
Noble Family Wealth, LLC 0.08% No change 533 $357K
Soros Capital Management LLC 0.09% No change 532 $356K
McDonough Capital Management, Inc 0.18% No change 530 $355K
Seneschal Advisors, LLC 0.26% No change 530 $355K
Motiv8 Investments LLC 0.19% Reduce -1.1% 529 $354K
United Financial Planning Group LLC 0.22% — 548 $354K
Optima Capital LLC 0.17% Add +8.9% 527 $352K
American State Bank (Iowa) 0.18% No change 526 $352K
Keeler & Nadler Financial Planning & Wealth Management 0.13% Add +2.1% 524 $351K
Stonebridge Financial Group, LLC 0.03% Reduce -0.4% 524 $351K
Puff Wealth Management, LLC 0.53% Add +0.2% 524 $351K
Battery Global Advisors, LLC 0.16% Add +62.2% 524 $351K
Channel Wealth LLC 0.09% Reduce -39.5% 522 $349K
Constant Guidance Financial LLC 0.28% New 522 $349K
KOM Wealth Management Group, LLC 0.26% Reduce -1.7% 520 $348K
Define Financial, LLC 0.21% Add +22.4% 519 $348K
Broadway Wealth Solutions, Inc. 0.19% No change 518 $347K
TriaGen Wealth Management LLC 0.09% No change 515 $345K
RHS Financial, LLC 0.18% No change 515 $345K
Rosenblum Silverman Sutton S F Inc. 0.08% No change 515 $345K
Bright Futures Wealth Management, LLC. 0.27% — 514 $344K
Financial Alternatives, Inc 0.21% Add +6.9% 514 $344K
Citizens & Northern Corp. 0.08% No change 512 $343K
Armstrong Henry H Associates Inc. 0.03% No change 512 $343K
Oak Hill Wealth Advisors, LLC 0.06% No change 510 $341K
Asset Advisors Investment Management, LLC 0.03% Add +0.4% 510 $341K
Sterling Investment Advisors, Ltd. 0.07% No change 509 $341K
Walker Financial Services, Inc. 0.13% Add +4.1% 509 $340K
Sloy Dahl & Holst, LLC 0.04% Add +2.4% 506 $339K
Stonehearth Capital Management, LLC 0.13% No change 506 $339K
Kaufman Rossin Wealth, LLC 0.18% No change 504 $337K
Anchor Investment Management, LLC 0.03% Add +3.1% 503 $337K
Prodigy Asset Management LLC 0.15% No change 502 $336K
Allied Investment Advisors, LLC 0.05% Reduce -10.8% 502 $336K
Schulhoff & Co. Inc. 0.14% No change 502 $336K
Harbour Trust & Investment Management Co 0.03% No change 501 $335K
Legacy Bridge, LLC 0.14% No change 500 $335K
Optiver Holding B.V. 0.01% New 500 $335K
Gateway Investment Advisers LLC 0.00% New 500 $335K
SS&H Financial Advisors, Inc. 0.10% Add +1.4% 499 $334K
Iams Wealth Management, LLC 0.13% New 499 $334K
High Net Worth Advisory Group LLC 0.08% No change 495 $331K
Argus Investors' Counsel, Inc. 0.26% Reduce -1.2% 494 $331K
Ranch Capital Advisors Inc. 0.13% Add +4.0% 493 $330K
Seros Financial, LLC 0.20% No change 492 $329K
Stanich Group LLC 0.20% Reduce -1.6% 490 $328K
Wisconsin Wealth Advisors, LLC 0.31% No change 489 $327K
Basepoint Wealth LLC 0.23% Add +1.0% 489 $327K
Richards, Merrill & Peterson, Inc. 0.14% Reduce -9.3% 488 $327K
Blue Edge Capital, LLC 0.05% New 486 $325K
Northstar Asset Management Inc. 0.08% No change 485 $325K
IFG Advisors, LLC 0.05% Add +17.5% 484 $324K
Tribridge Partners Financial LLC 0.15% Reduce -4.4% 480 $323K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -34.6% 480 $323K
Xcel Wealth Management, LLC 0.09% Add +1.5% 480 $322K
Vermillion Wealth Management, Inc. 0.09% Add +7.9% 480 $321K
Intrepid Capital Management Inc. 0.16% No change 479 $321K
Financial Enhancement Group LLC 0.04% No change 473 $320K
Delos Wealth Advisors, LLC 0.22% Add +8.1% 478 $320K
DecisionPoint Financial, LLC 0.07% Add +77.0% 476 $320K
Ring Mountain Capital, LLC 0.18% No change 477 $319K
GreatBanc Trust CO 0.22% — 476 $319K
25 LLC 0.11% Add +23.0% 476 $318K
Cairn Investment Group, Inc. 0.14% Reduce -13.6% 475 $318K
Slocum, Gordon & Co LLP 0.25% No change 474 $317K
Tradewinds Capital Management, LLC 0.07% Reduce -2.3% 472 $316K
Clear Point Advisors Inc. 0.24% Add +18.1% 470 $315K
Meredith Wealth Planning 0.10% Add +0.2% 469 $314K
HT Partners LLC 0.10% No change 468 $313K
Compass Financial Group, INC 0.05% No change 467 $313K
Rooted Wealth Advisors, Inc. 0.10% Reduce -9.6% 464 $312K
Spectrum Asset Management, Inc. (NB/CA) 0.11% Reduce -0.4% 464 $311K
Intellectus Partners, LLC 0.06% No change 463 $310K
Mount Vernon Associates Inc. 0.22% No change 463 $310K
Opes Wealth Management LLC 0.05% No change 461 $309K
Security National Bank of Sioux City Iowa 0.20% New 461 $309K
Shotwell Rutter Baer Inc 0.20% No change 456 $308K
Hoey Investments, Inc. 0.04% No change 460 $308K
MTM Investment Management, LLC 0.10% No change 459 $307K
Ciovacco Capital Management LLC 0.15% New 459 $307K
Yardley Wealth Management LLC 0.17% No change 458 $307K
Redwood Park Advisors LLC 0.23% Add +0.2% 457 $306K
Mittelman Wealth Management 0.20% Reduce -4.4% 456 $306K
Rochester Wealth Strategies, LLC 0.20% Add +0.2% 455 $305K
Cascade Investment Advisors, Inc. 0.18% New 454 $304K
SevenBridge Financial Group, LLC 0.05% Reduce -25.7% 442 $304K
Canton Hathaway, LLC 0.06% No change 453 $303K
Level Wealth Management LLC 0.16% Reduce -11.2% 452 $303K
BLVD Private Wealth, LLC 0.26% Reduce -2.2% 452 $303K
Tower Wealth Partners, Inc. 0.17% Add +3.2% 452 $303K
Financial Insights, Inc. 0.10% Add +9.7% 452 $303K
Towne Trust Company, N.A 0.10% No change 452 $303K
First Wilshire Securities Management Inc. 0.08% No change 452 $303K
Terra Nova Asset Management LLC 0.19% Add +0.2% 451 $302K
Cedar Point Capital Partners, LLC 0.20% No change 451 $302K
CV Advisors LLC 0.08% No change 451 $302K
Ellerson Group Inc. 0.19% No change 450 $301K
Fairfield, Bush & Co. 0.15% No change 450 $301K
Shayne & Jacobs, LLC 0.09% No change 450 $301K
Advocate Group LLC 0.05% No change 450 $301K
Breakwater Investment Management 0.11% No change 449 $301K
First National Bank Sioux Falls 0.09% No change 449 $301K
Bernard Wealth Management Corp. 0.12% Reduce -4.1% 445 $298K
Rainey & Randall Wealth Advisors Inc. 0.05% No change 444 $297K
Ssa Swiss Advisors AG 0.14% Reduce -10.1% 445 $297K
CJM Wealth Advisers, Ltd. 0.09% Add +9.9% 443 $296K
Citrine Capital LLC 0.14% No change 442 $296K
Carnegie Lake Advisors LLC 0.11% Reduce -10.7% 442 $296K
Rosenberg Matthew Hamilton 0.06% No change 442 $296K
Probity Advisors, Inc. 0.05% Reduce -18.4% 442 $296K
Barnett & Company, Inc. 0.23% New 438 $293K
Heritage Wealth Management, Inc. 0.20% No change 436 $292K
Sicart Associates LLC 0.08% No change 436 $292K
One Charles Private Wealth Services, LLC 0.08% No change 436 $292K
BXM Wealth LLC 0.28% No change 435 $291K
Manchester Financial Inc. 0.06% Add +3.1% 435 $291K
Pacific Sage Partners, LLC 0.05% No change 433 $290K
Sunpointe, LLC 0.10% Reduce -1.8% 432 $289K
Shira Ridge Wealth Management 0.12% Add +20.1% 431 $289K
North Ridge Wealth Advisors, Inc. 0.17% Add +139.4% 431 $289K
First Citizens Financial Corp 0.14% No change 430 $288K
Graham Capital Wealth Management, LLC 0.29% No change 428 $286K
Lowe Wealth Advisors, LLC 0.10% Add +38.5% 428 $286K
Myecfo, LLC 0.13% No change 428 $286K
Empire Financial Management Company, LLC 0.07% Add +6.2% 427 $286K
Accredited Investor Services, LLC 0.20% No change 426 $285K
Three Cord True Wealth Management, LLC 0.19% Reduce -20.3% 425 $284K
White & Co Financial Planning Inc 0.21% Reduce -8.4% 424 $284K
Atlas Wealth LLC 0.12% No change 423 $283K
Columbia River Financial Group, LLC 0.17% No change 413 $283K
CarsonAllaria Wealth Management, Ltd. 0.15% Add +0.2% 422 $283K
Bellecapital International Ltd. 0.05% No change 421 $282K
Oxbow Advisors, LLC 0.03% Reduce -1.2% 421 $282K
Everest Private Wealth 0.18% No change 420 $281K
Providence First Trust Co 0.10% No change 420 $281K
Reliant Wealth Planning 0.09% Reduce -9.9% 420 $281K
Iron Gate Global Advisors LLC 0.03% No change 419 $281K
Crumly & Associates Inc. 0.06% New 417 $279K
ForthRight Wealth Management, LLC 0.08% Add +0.5% 416 $278K
Foronjy Financial LLC 0.12% No change 416 $278K
Marmo Financial Group, LLC 0.13% No change 415 $278K
Farmers & Merchants Trust Co of Chambersburg PA 0.08% No change 415 $278K
Griffith & Werner, Inc. 0.14% — 404 $277K
Hobbs Wealth Management, LLC 0.23% No change 413 $276K
Ramsay, Stattman, Vela & Price, Inc. 0.05% Reduce -16.2% 413 $276K
Financial Harvest, LLC 0.19% Reduce -19.3% 413 $276K
B & T Capital Management DBA Alpha Capital Management 0.04% Reduce -23.6% 412 $276K
ShoreHaven Wealth Partners, LLC 0.10% Add +11.4% 411 $275K
Sivia Capital Partners, LLC 0.08% New 410 $274K
Financial Sense Advisors, Inc. 0.06% Reduce -9.9% 409 $274K
Mills Wealth Advisors LLC 0.11% Reduce -1.7% 408 $273K
Eaton-Cambridge Inc. 0.10% Reduce -20.6% 408 $273K
Portus Wealth Advisors, LLC 0.27% — 408 $273K
Robinson Smith Wealth Advisors LLC 0.20% Reduce -9.2% 407 $272K
Schwallier Wealth Management LLC 0.17% Add +0.3% 406 $272K
Red Mountain Financial, LLC 0.28% Add +0.3% 406 $272K
Abich Financial Wealth Management LLC 0.10% — 406 $272K
Primoris Wealth Advisors, LLC 0.17% New 405 $271K
Warner Group LLC 0.19% — 405 $271K
Heritage Investors Management Corp. 0.01% Reduce -9.0% 404 $270K
Midwest Financial Group LLC 0.13% No change 403 $270K
GoalVest Advisory LLC 0.06% Add +14.5% 403 $270K
Valtinson Bruner Financial Planning LLC 0.08% Reduce -38.0% 401 $268K
Adamsbrown Wealth Consultants LLC 0.07% Add +9.3% 400 $268K
American Asset Management Inc. 0.24% No change 400 $268K
Aull & Monroe Investment Management Corp 0.14% No change 400 $268K
One Plus One Wealth Management, LLC 0.13% No change 400 $268K
Core Alternative Capital 0.08% Reduce -44.8% 400 $268K
Provident Wealth Management, LLC 0.08% Reduce -1.2% 399 $267K
WoodTrust Financial Corp 0.03% No change 399 $267K
Graney & King, LLC 0.18% Reduce -2.2% 397 $266K
Riverview Capital Advisers, LLC 0.08% No change 396 $265K
RFG Holdings, Inc. 0.07% Add +0.3% 396 $265K
Echo45 Advisors LLC 0.15% New 395 $264K
Clark Wealth Partners 0.16% Add +29.6% 385 $264K
Seamount Financial Group Inc. 0.12% Add +11.7% 393 $263K
Sterling Financial Group, Inc. 0.08% No change 393 $263K
Inlet Private Wealth, LLC 0.06% New 393 $263K
Partners Wealth Management, LLC 0.26% Reduce -10.7% 392 $263K
Stordahl Capital Management, Inc. 0.06% No change 392 $262K
Verisail Partners, LLC 0.11% Reduce -15.1% 389 $260K
Horizon Advisory Services, Inc. 0.13% No change 388 $260K
Hidden Cove Wealth Management, LLC 0.17% New 387 $259K
626 Financial, LLC 0.11% No change 387 $259K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -1.3% 386 $258K
Advisors Management Group Inc. 0.05% Reduce -7.7% 386 $258K
IMG Wealth Management, Inc. 0.17% Add +2.1% 385 $258K
Merrion Investment Management Co, LLC 0.15% No change 382 $256K
Kellett Wealth Advisors, LLC 0.15% Add +15.2% 380 $254K
Thompson Davis & Co., Inc. 0.16% No change 379 $254K
Claris Financial LLC 0.14% New 378 $253K
Braun-Bostich & Associates Inc. 0.16% Reduce -4.8% 378 $253K
Altrius Capital Management Inc 0.06% Reduce -9.3% 378 $253K
Darden Wealth Group Inc 0.13% New 377 $253K
Nichols & Pratt Advisers LLP 0.02% No change 377 $252K
4WEALTH Advisors, Inc. 0.23% Add +0.3% 377 $252K
Prosperitas Financial LLC 0.10% Reduce -5.1% 375 $251K
Morgan Dempsey Capital Management LLC 0.11% No change 375 $251K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -5.1% 375 $251K
First Fiduciary Investment Counsel, Inc. 0.05% Reduce -11.2% 371 $248K
AJ Advisors, LLC 0.10% Add +0.3% 369 $247K
Wallace Capital Management Inc. 0.03% No change 368 $247K
Dupree Financial Group, LLC 0.10% Add +3.4% 368 $246K
Rise Advisors, LLC 0.09% Reduce -1.9% 368 $246K
Abbot Financial Management, Inc. 0.11% No change 368 $246K
Ironvine Capital Partners, LLC 0.02% Add +0.6% 368 $246K
Farnam Financial LLC 0.19% Add +0.3% 368 $246K
Main Management LLC 0.02% Add +23.9% 368 $246K
Family Investment Center, Inc. 0.05% Reduce -1.6% 367 $246K
Patrick M Sweeney & Associates, Inc. 0.16% No change 365 $244K
Westend Capital Management, LLC 0.07% No change 363 $243K
Ridgeline Wealth, LLC 0.18% Reduce -0.8% 363 $243K
Luminvest Wealth Management LLC 0.08% New 362 $243K
Opinicus Capital, Inc. 0.17% Reduce -0.3% 362 $242K
LaFleur & Godfrey LLC 0.03% Reduce -0.3% 362 $242K
Carmel Capital Partners, LLC 0.10% No change 360 $241K
Aft, Forsyth & Company, Inc. 0.12% No change 359 $241K
Plotkin Financial Advisors, LLC 0.12% No change 359 $240K
Professional Financial Advisors, LLC 0.05% No change 358 $240K
Shelton Wealth Management, LLC 0.11% New 357 $239K
United Wealth Management, LLC 0.06% Add +10.2% 356 $239K
Summa Corp. 0.10% Reduce -36.0% 355 $238K
Fidelity D & D Bancorp Inc. 0.13% No change 354 $237K
NDVR, Inc. 0.20% No change 352 $236K
Hurlow Wealth Management Group, Inc. 0.06% No change 352 $236K
Blue Square Asset Management, LLC 0.10% No change 350 $234K
Phoenix Financial Ltd. 0.00% No change 349 $234K
Stonehaven Wealth & Tax Solutions, LLC 0.22% Reduce -15.7% 348 $233K
CWC Advisors, LLC. 0.11% Add +2.4% 347 $232K
Concentrum Wealth Management 0.07% Add +0.6% 347 $232K
Legacy Capital Group California, Inc. 0.06% No change 346 $232K
Baron Wealth Management LLC 0.08% No change 346 $232K
Northstar Group, Inc. 0.04% No change 345 $231K
Columbia Advisory Partners LLC 0.16% Add +2.4% 344 $230K
Future Fund LLC 0.08% No change 344 $230K
Vienna Asset Management LLC 0.14% Add +0.3% 342 $229K
Moseley Investment Management Inc. 0.07% No change 341 $228K
Hamilton Wealth, LLC 0.05% Reduce -49.0% 341 $228K
United Asset Strategies, Inc. 0.02% Reduce -13.0% 341 $228K
Brown Financial Advisors 0.08% New 340 $228K
Spectrum Planning & Advisory Services Inc. 0.13% Add +3.7% 339 $227K
Byrne Asset Management LLC 0.16% Reduce -9.1% 338 $226K
Vannoy Advisory Group, Inc. 0.15% No change 336 $225K
Tevis Investment Management 0.14% Reduce -12.7% 336 $225K
Tiller Private Wealth, Inc. 0.08% New 336 $225K
Strategic Advocates LLC 0.06% New 336 $225K
Friedenthal Financial 0.12% Add +47.6% 335 $224K
Nicholson Wealth Management Group, LLC 0.13% No change 335 $224K
Quantum Financial Planning Services, Inc. 0.09% Reduce -15.8% 335 $224K
Ferguson Shapiro LLC 0.07% No change 334 $224K
Gordian Advisors LLC 0.15% Add +0.3% 333 $223K
Wynn Capital, LLC 0.11% No change 331 $222K
McGrath & Associates, Inc. 0.33% No change 330 $221K
Financial Connections Group, Inc. 0.09% No change 331 $221K
DMC Group, LLC 0.15% Reduce -3.5% 330 $221K
Cooper Capital Advisors LLC 0.14% No change 329 $220K
McGowan Group Asset Management, Inc. 0.03% No change 329 $220K
Jacobs & Co. 0.02% No change 329 $220K
Blue Chip Partners, LLC 0.02% Reduce -10.4% 328 $220K
Gunderson Capital Management LLC 0.08% New 328 $220K
Bridgewealth Advisory Group, LLC 0.05% No change 328 $220K
Nautilus Advisors LLC 0.15% New 327 $219K
Towerpoint Wealth, LLC 0.09% Reduce -0.3% 327 $219K
Nova Wealth Management, Inc. 0.15% Reduce -22.8% 326 $218K
Riggs Asset Managment Co. Inc. 0.05% Reduce -4.4% 326 $218K
Yousif Capital Management, LLC 0.00% No change 325 $218K
APS Management Group, Inc. 0.19% — 324 $217K
Beacon Harbor Wealth Advisors, Inc. 0.05% New 324 $217K
Paragon Private Wealth Management, LLC 0.07% No change 323 $216K
Mattern Capital Management, LLC 0.03% New 322 $216K
Murphy & Mullick Capital Management Corp 0.16% No change 321 $215K
Schiavi & Co LLC 0.07% Reduce -47.1% 320 $214K
MayTech Global Investments, LLC 0.02% New 319 $214K
TKG Advisors, LLC 0.09% New 318 $213K
Kingsman Wealth Management, Inc. 0.12% New 318 $213K
Altura Wealth Advisors Inc. 0.10% Reduce -49.5% 317 $212K
Burt Wealth Advisors 0.05% New 315 $211K
Base Wealth Management LLC 0.12% New 314 $210K
Court Place Advisors, LLC 0.06% New 314 $210K
Websterrogers Financial Advisors, LLC 0.06% New 313 $210K
Valpey Financial Services, LLC 0.14% New 313 $209K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 313 $209K
Capstone Wealth Management Group LLC 0.13% New 312 $209K
Wolff Financial Management LLC 0.05% New 312 $209K
Stephens Consulting, LLC 0.07% Reduce -80.7% 310 $207K
Masso Torrence Wealth Management Inc. 0.09% New 309 $207K
Presilium Private Wealth, LLC 0.04% New 308 $206K
Quarry Hill Advisors, LLC 0.11% New 308 $206K
OneAscent Wealth Management LLC 0.07% New 308 $206K
Capstone Capital LLC 0.14% New 307 $205K
Bravias Capital Group, LLC 0.14% Reduce -34.0% 306 $205K
Albion Financial Group 0.01% Add +1933.3% 305 $204K
MontVue Capital Management, Inc. 0.14% New 304 $203K
ARK & TLK Investments, LLC 0.06% New 304 $203K
Cherrydale Wealth Management, LLC 0.06% New 304 $203K
Prism Advisors, Inc. 0.05% New 302 $202K
Hartford Funds Management Co LLC 0.02% Reduce -37.9% 302 $202K
Paradigm Capital Management, LLC 0.20% Reduce -12.8% 301 $202K
Blackston Financial Advisory Group, LLC 0.12% New 301 $201K
Evergreen Private Wealth LLC 0.08% No change 301 $201K
Aberdeen Wealth Management LLC 0.13% No change 300 $201K
Powell Investment Advisors, LLC 0.07% Reduce -17.0% 298 $199K
AllSquare Wealth Management LLC 0.10% No change 297 $199K
Anfield Capital Management, LLC 0.06% No change 292 $195K
Clarity Asset Management, Inc. 0.11% Reduce -40.5% 287 $192K
Bellevue Asset Management, LLC 0.09% Reduce -1.7% 285 $191K
Stuart Chaussee & Associates, Inc. 0.04% No change 282 $189K
Millstone Evans Group, LLC 0.12% Reduce -5.2% 274 $183K
Perkins Coie Trust Co 0.03% No change 273 $183K
Kentucky Trust Co 0.10% No change 270 $181K
Cedar Mountain Advisors, LLC 0.03% No change 267 $179K
LFA - Lugano Financial Advisors SA 0.09% No change 257 $172K
Covestor Ltd 0.09% Add +16.6% 253 $170K
Wolff Wiese Magana LLC 0.10% Reduce -0.4% 251 $168K
Mill Capital Management, LLC 0.01% No change 250 $167K
Weaver Capital Management LLC 0.04% Add +0.4% 243 $163K
Morse Asset Management, Inc 0.03% Reduce -10.4% 240 $161K
Smallwood Wealth Investment Management, LLC 0.08% Reduce -2.1% 238 $160K
Arjuna Capital 0.04% Reduce -6.3% 238 $159K
Belvedere Trading LLC 0.01% Reduce -30.7% 237 $159K
ROSS\JOHNSON & Associates LLC 2.94% Add +7.4% 233 $156K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 227 $152K
Financial Freedom, LLC 0.07% Add +2.3% 221 $148K
Compass Financial Services Inc 0.07% Add +33.3% 220 $147K
Cetera Trust Company, N.A 0.08% No change 210 $141K
IMA Advisory Services, Inc. 0.01% No change 209 $141K
Costello Asset Management, INC 0.04% No change 199 $133K
Insight Inv LLC 0.08% No change 196 $131K
MPWM Advisory Solutions, LLC 0.08% Add +9.1% 191 $128K
Your Advocates Ltd., LLP 0.04% Add +314.5% 572 $121K
Global Trust Asset Management, LLC 0.05% Add +5.9% 180 $120K
Quaker Wealth Management, LLC 0.04% No change 177 $118K
North Capital, Inc. 0.09% Add +0.6% 177 $118K
Rakuten Securities, Inc. 0.04% Reduce -20.2% 174 $116K
Topsail Wealth Management, LLC 0.02% No change 174 $116K
Godsey & Gibb, Inc. 0.01% Add +41.8% 173 $116K
Elevate Wealth Advisory, Inc. 0.08% Reduce -42.6% 171 $114K
Heartland Advisors Inc. 0.01% New 169 $113K
Prudent Man Investment Management, Inc. 0.06% No change 191 $112K
Robinswood Financial LLC 0.04% Reduce -9.2% 167 $112K
Game Plan Financial Advisors, LLC 0.05% No change 166 $111K
Alexis Investment Partners, LLC 0.01% New 166 $111K
Kopp Family Office, LLC 0.07% No change 159 $106K
Park Square Financial Group, LLC 0.45% Reduce -18.2% 157 $105K
Private Wealth Management Group, LLC 0.03% No change 154 $103K
Rice Partnership, LLC 0.01% Add +30.4% 146 $98K
Evelyn Partners Investment Management (Europe) Ltd 0.03% No change 143 $96K
Legal & General Group Plc 0.00% Reduce -88.3% 140 $94K
Aviso Financial Inc. 0.00% No change 140 $94K
Accredited Wealth Management, LLC 0.07% Add +7302.2% 10,215 $92K
Wealth Preservation Advisors, LLC 0.05% No change 135 $90K
Missouri Trust & Investment Co 0.03% No change 133 $89K
Strategic Investment Management, LLC 0.05% No change 132 $88K
Adirondack Trust Co. 0.03% No change 131 $88K
Creative Capital Management Investments LLC 0.03% No change 129 $86K
Proffitt & Goodson Inc. 0.01% Reduce -7.4% 125 $84K
Conquis Financial LLC 0.08% New 123 $82K
Legacies Wealth LLC 0.05% No change 113 $76K
WFA Asset Management Corp 0.04% Reduce -31.8% 129 $75K
Hartford Financial Management Inc. 0.02% No change 107 $72K
Ulland Investment Advisors, LLC 0.05% Add +87.3% 103 $69K
Texas Capital Bancshares Inc 0.03% New 102 $68K
Evolution Advisers, Inc. 0.03% No change 100 $67K
Blume Capital Management, Inc. 0.01% Reduce -48.7% 100 $67K
Hager Investment Management Services, LLC 0.04% No change 99 $66K
Perritt Capital Management Inc 0.03% Reduce -33.1% 99 $66K
Inlight Wealth Management, LLC 0.03% No change 97 $65K
WestEnd Advisors, LLC 0.00% Add +5.5% 96 $64K
Thompson Investment Management, Inc. 0.01% No change 96 $64K
Bradley & Co. Private Wealth Management, LLC 0.04% No change 95 $64K
Knuff & Co LLC 0.02% Reduce -5.0% 95 $64K
Horizon Bancorp Inc. 0.03% No change 94 $63K
Ogorek Anthony Joseph /NY/ 0.02% No change 94 $62K
Winnacle Wealth LLC 0.05% New 91 $61K
Chesapeake Asset Management LLC 0.05% No change 91 $61K
Nalls Sherbakoff Group, LLC 0.04% No change 78 $52K
Kennebec Savings Bank 0.04% No change 69 $46K
Dynamic Wealth Strategies, LLC 0.03% No change 67 $45K
Elevation Wealth Partners, LLC 0.01% Reduce -16.2% 62 $41K
Tower View Wealth Management LLC 0.02% Reduce -10.1% 62 $41K
Affinity Wealth LLC 0.03% Add +154.2% 61 $41K
Eukles Asset Management 0.02% No change 59 $39K
Imprint Wealth LLC 0.12% — 58 $39K
Sittner & Nelson, LLC 0.01% No change 57 $38K
Marquette Asset Management, LLC 0.01% No change 52 $35K
Pflug Koory, LLC 0.02% No change 48 $32K
Cheviot Value Management, LLC 0.00% No change 46 $32K
Nvwm, LLC 0.01% Reduce -30.5% 41 $27K
Birchbrook, Inc. 0.01% No change 40 $27K
Citizens National Bank Trust Department 0.00% No change 40 $27K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 37 $25K
Burkett Financial Services, LLC 0.01% No change 37 $25K
Sawyer & Company, Inc 0.01% Reduce -11.1% 32 $20K
Curio Wealth, LLC 0.01% No change 28 $19K
Punch & Associates Investment Management, Inc. 0.00% No change 28 $19K
10Elms LLP 0.02% No change 26 $17K
WealthCollab, LLC 0.01% No change 24 $16K
DB Fitzpatrick & Co, Inc 0.01% No change 24 $16K
GS Investments, Inc. 0.01% No change 24 $16K
Bridge Generations Wealth Management LLC 0.01% No change 22 $15K
Longview Financial Advisors LLC 0.01% No change 22 $15K
Asset Planning,Inc 0.01% No change 22 $15K
Sellwood Investment Partners LLC 0.01% No change 21 $14K
Strive Asset Management, LLC 0.01% New 20 $13K
Viewpoint Capital Management LLC 0.01% New 18 $12K
Gables Capital Management Inc. 0.00% No change 16 $11K
Guerra Advisors Inc 0.00% New 15 $10K
Western Pacific Wealth Management, LP 0.01% Reduce -98.2% 13 $9K
Logan Capital Management Inc. 0.00% No change 12 $8K
Maryland Capital Advisors Inc. 0.00% No change 11 $7K
Vision Financial Markets LLC 0.01% No change 11 $7K
Spurstone Advisory Services, LLC 0.06% No change 6 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -99.8% 5 $3K
Ball & Co Wealth Management Inc. 0.00% No change 3 $2K
Chelsea Counsel Co. 0.00% New 1 $670

"% 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.