iShares Core S&P 500 ETFIVVETF

13F holders, Q1 2026 (March 31)
4,007holders −14
107new positions
123sold out
8famous investors
$652.06avg. 13F price*

At the end of Q1 2026, 4,007 institutions reported holding iShares Core S&P 500 ETF (IVV) in their 13F filings, down 14 from Q4 2025. 107 opened new positions and 123 sold out. The largest holders were BlackRock, Inc. ($56.1B), Northwestern Mutual Wealth Management Co. ($22.6B) and Envestnet Asset Management Inc. ($21.5B). 8 famous investors held it, including Ray Dalio (7.8% of Bridgewater Associates's portfolio), Israel Englander (6.7% of Millennium Management's portfolio) and Ken Griffin (1.9% of Citadel Advisors'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions107$1.3B
Exits123$7.8B

All 13F filers, Q4 2025 → Q1 2026: 75,983,469 shares bought and 81,587,326 shares sold, net −5,603,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4,007 holders

BlackRock, Inc. 0.99% Add +6.6% 85,931,325 $56.1B
Northwestern Mutual Wealth Management Co. 13.91% Add +2.3% 34,597,700 $22.6B
Envestnet Asset Management Inc. 5.76% Add +25.1% 32,959,643 $21.5B
Marshall Wace, LLP 18.53% Reduce -19.0% 26,281,933 $17.2B
Creative Planning 10.64% Add +4.5% 24,018,496 $15.7B
Morgan Stanley 0.92% Reduce -2.7% 23,381,866 $15.3B
JPMorgan Chase & Co. 1.02% Add +112.4% 23,561,821 $15.0B
Bank of America Corp. 0.96% Reduce -7.5% 20,079,104 $13.1B
Wells Fargo & Company 2.56% Add +3.9% 19,577,152 $12.8B
Jones Financial Companies LLLP 5.79% Add +3.1% 18,924,918 $12.1B
Royal Bank of Canada 2.27% Reduce -35.7% 18,294,669 $12.0B
Nisa Investment Advisors, LLC 38.93% Reduce -4.1% 16,114,884 $10.5B
PNC Financial Services Group, Inc. 5.91% Reduce -0.5% 15,679,384 $10.2B
Goldman Sachs Group Inc. 1.16% Reduce -2.0% 13,515,592 $8.8B
Bank of New York Mellon Corp 1.60% Reduce -0.9% 13,359,615 $8.7B
Millennium Management 6.65% Reduce -10.4% 12,985,806 $8.5B
Squarepoint Ops LLC 17.16% Add +16.1% 12,162,948 $7.9B
LPL Financial LLC 2.01% Add +10.5% 11,586,990 $7.6B
Northern Trust Corp. 0.80% Add +0.4% 9,280,154 $6.1B
Capula Management Ltd 52.23% Add +1374.6% 9,094,984 $5.9B
First Command Advisory Services, Inc. 38.42% Reduce -6.1% 8,732,982 $5.7B
Prudential Financial Inc. 6.35% Add +3.2% 7,890,999 $5.2B
Truist Financial Corp. 6.16% Reduce -0.3% 6,988,930 $4.6B
Ameriprise Financial Inc. 0.95% Reduce -20.4% 6,277,407 $4.1B
FMR LLC 0.21% Add +0.0% 6,025,941 $3.9B
US Bancorp \de 4.62% Add +1.6% 5,820,684 $3.8B
Alberta Investment Management Corp 26.03% Reduce -17.1% 5,805,305 $3.8B
Alliancebernstein L.P. 1.18% Add +1.3% 5,328,032 $3.6B
Walleye Capital LLC 23.95% Reduce -17.2% 5,477,415 $3.6B
Mariner, LLC 4.17% Add +0.8% 5,473,014 $3.6B
UBS Group AG 0.54% Add +44.1% 4,681,918 $3.1B
Raymond James Financial Inc. 0.92% Add +4.2% 4,551,199 $3.0B
Wealth Enhancement Advisory Services, LLC 6.48% Reduce -31.4% 4,483,729 $2.9B
Captrust Financial Advisors 4.92% Add +5.0% 4,301,507 $2.8B
Cetera Investment Advisers 2.96% Add +5.3% 4,260,894 $2.8B
Corient Private Wealth LP 3.95% Add +12.6% 4,565,910 $2.8B
Alyeska Investment Group, L.P. 7.81% Reduce -32.6% 4,222,195 $2.8B
National Pension Service 2.04% No change 4,119,355 $2.7B
Citadel Advisors 1.91% Add +5363.9% 4,060,750 $2.7B
Korea Investment CORP 5.43% Add +10.1% 4,015,958 $2.6B
National Mutual Insurance Federation of Agricultural Cooperatives 18.02% No change 3,581,847 $2.3B
Asset Management One Co., Ltd. 6.21% Reduce -0.3% 3,225,810 $2.1B
Michael & Susan Dell Foundation 73.08% No change 3,187,927 $2.1B
HighTower Advisors, LLC 2.21% Add +18.4% 3,184,798 $2.1B
Keybank National Association 7.59% Add +1.0% 3,182,076 $2.1B
USS Investment Management Ltd 8.41% Add +711.2% 3,033,549 $2.0B
Kedalion Capital Management LLP 59.13% Add +4.9% 3,031,500 $2.0B
Potomac Fund Management Inc. 68.45% Add +196476.1% 3,015,478 $2.0B
California State Teachers Retirement System 2.04% Reduce -0.1% 2,956,300 $1.9B
Schonfeld Strategic Advisors LLC 15.44% Reduce -64.7% 2,885,532 $1.9B
Fifth Third Bancorp 3.38% Add +66.2% 2,829,481 $1.8B
Bank of Montreal 0.74% Reduce -0.1% 2,750,861 $1.8B
Bridgewater Associates 7.81% Reduce -36.0% 2,679,084 $1.8B
Wealthspire Advisors, LLC 13.70% Add +0.2% 2,669,963 $1.7B
Cerity Partners LLC 2.47% Add +4.5% 2,661,628 $1.7B
Healthcare of Ontario Pension Plan Trust Fund 2.88% Reduce -0.1% 2,646,824 $1.7B
Commonwealth Equity Services, LLC 2.41% Reduce -3.2% 2,640,321 $1.7B
Choate Investment Advisors 32.94% Add +5.5% 2,576,994 $1.7B
Principal Financial Group Inc. 0.86% Add +37.1% 2,453,100 $1.6B
Cresset Asset Management, LLC 6.66% Add +2.4% 2,355,935 $1.5B
AIA Group Ltd 22.20% Add +7.4% 2,337,533 $1.5B
Pathstone Holdings, LLC 5.98% Add +2.3% 2,299,769 $1.5B
Neuberger Berman Group LLC 1.14% Add +29.2% 2,298,647 $1.5B
Bank of Korea 35.84% Add +92.7% 2,268,111 $1.5B
Focus Partners Wealth 1.60% Add +5.1% 2,203,708 $1.4B
UNC Management Company, Inc. 74.58% Add +43.6% 1,870,773 $1.2B
Bank of Nova Scotia 2.13% Reduce -44.4% 1,859,007 $1.2B
Macquarie Group Ltd. 7.12% Reduce -30.2% 1,827,435 $1.2B
MML Investors Services, LLC 3.30% Reduce -1.4% 1,822,421 $1.2B
Allianz SE 12.80% Add +4.2% 1,767,045 $1.2B
Brown Brothers Harriman & Co. 6.09% Add +54.1% 1,737,782 $1.1B
MAI Capital Management 6.42% Reduce -0.1% 1,729,838 $1.1B
Brown Advisory Inc. 1.85% Add +21.1% 1,721,246 $1.1B
Fund Evaluation Group, LLC 34.16% Add +4.7% 1,701,915 $1.1B
Osaic Holdings, Inc. 1.57% Add +2.3% 1,641,641 $1.1B
Municipal Employees' Retirement System of Michigan 12.15% Add +18.6% 1,637,942 $1.1B
Barings LLC 17.71% Reduce -2.5% 1,673,647 $1.1B
MKP Capital Management, L.L.C. 34.75% Reduce -42.0% 1,618,986 $1.1B
Capstone Investment Advisors, LLC 11.31% Reduce -12.5% 1,557,834 $1.0B
National Philanthropic Trust 10.68% Add +3.5% 1,534,381 $1.0B
Fiduciary Trust Co 11.72% Reduce -2.7% 1,517,545 $991.3M
Alaska Permanent Fund Corp 60.81% No change 1,323,000 $955.3M
Toronto Dominion Bank 1.83% Add +226.5% 1,443,344 $942.8M
Jasper Ridge Partners, L.P. 20.73% Reduce -11.8% 1,425,879 $931.4M
Johnson Investment Counsel Inc. 7.52% Add +0.9% 1,423,029 $929.5M
Janney Montgomery Scott LLC 2.29% Add +10.6% 1,412,900 $922.9M
Greenleaf Trust 8.97% Reduce -5.1% 1,397,421 $912.8M
Cwm, LLC 2.39% Reduce -2.9% 1,394,503 $910.9M
United Capital Financial Advisors, LLC 5.48% Add +6.9% 1,359,535 $888.2M
Constellation Investments, Inc. 29.45% Reduce -9.7% 1,358,390 $887.3M
Blue Sparrow, LLC 14.96% No change 1,340,000 $875.3M
M&T Bank Corp 2.86% Add +2.1% 1,337,071 $873.4M
Alesco Advisors, LLC, An ESL Co 21.59% Reduce -0.3% 1,295,264 $846.1M
Johnson Financial Group, Inc. 30.22% Add +2.6% 1,277,747 $834.6M
California Public Employees Retirement System 0.51% New 1,267,527 $828.0M
Waverly Advisors, LLC 6.12% Add +4.8% 1,249,076 $815.9M
Flputnam Investment Management Co. 11.96% Reduce -0.5% 1,228,966 $802.8M
Envestnet Portfolio Solutions, Inc. 4.37% Reduce -61.6% 1,209,124 $789.8M
Cambridge Investment Research Advisors, Inc. 2.03% Add +20.6% 1,202,937 $785.8M
Northwestern Mutual Investment Management Company, LLC 11.88% Reduce -20.3% 1,199,600 $783.6M
Dynasty Wealth Management, LLC 6.80% Add +12.5% 1,193,426 $779.6M
Park Avenue Securities LLC 6.00% Add +31.3% 1,175,199 $767.7M
Regions Financial Corp. 4.90% Add +4.1% 1,155,500 $754.8M
Rockefeller Capital Management L.P. 1.33% Add +6.1% 1,148,258 $750.1M
Simplify Asset Management Inc. 11.00% Add +8.1% 1,092,266 $713.5M
Circle Wealth Management, LLC 10.14% Add +25.9% 1,088,898 $711.3M
Parallel Advisors, LLC 12.58% Add +28.1% 1,068,916 $698.2M
CI Investments Inc. 3.37% No change 1,064,173 $695.1M
Public Employees Retirement System of Ohio 2.20% Reduce -11.0% 1,041,800 $680.5M
Sumitomo Life Insurance Co. 15.73% Add +37.0% 1,029,000 $672.2M
Bessemer Group Inc. 1.06% Add +6.3% 1,027,583 $671.2M
LMR Partners LLP 7.92% Reduce -2.3% 1,016,400 $663.9M
Freestone Grove Partners LP 4.67% Reduce -31.1% 986,000 $644.1M
Allianz Asset Management GmbH 0.74% Reduce -88.2% 981,961 $641.4M
Thrivent Financial for Lutherans 1.22% Add +3.9% 963,214 $627.6M
NewEdge Advisors, LLC 2.08% Add +9.5% 879,831 $574.7M
Schroder Investment Management Group 0.47% Add +15.2% 904,364 $574.2M
Nationwide Fund Advisors 24.83% Add +0.1% 868,557 $567.4M
Baird Financial Group, Inc. 0.88% Reduce -8.5% 863,829 $564.3M
&partners 2.75% Add +9.8% 851,150 $556.9M
Farther Finance Advisors, LLC 5.27% Add +11.4% 846,215 $556.9M
Japan Science & Technology Agency 11.51% Reduce -27.6% 847,800 $553.8M
Coldstream Capital Management Inc. 6.81% Add +7.5% 840,530 $549.0M
Franklin Resources Inc. 0.14% Reduce -9.5% 833,144 $544.2M
Partners Capital Investment Group, LLP 20.22% Reduce -5.3% 821,849 $536.8M
Quotient Wealth Partners, LLC 13.63% Add +4.1% 793,084 $518.1M
BNP Paribas Financial Markets 0.34% Reduce -4.6% 786,814 $514.0M
Mercer Global Advisors Inc. 0.75% Add +8.3% 772,663 $504.7M
1832 Asset Management L.P. 0.67% Add +832.9% 772,216 $504.4M
FIL Ltd 0.39% Reduce -5.6% 762,599 $498.1M
Kestra Advisory Services, LLC 1.87% Add +8.7% 755,209 $493.3M
Susquehanna International Group, LLP 0.63% Add +45.1% 739,892 $483.3M
UMB Bank, n.a. 6.57% Add +4.5% 720,762 $470.8M
Stifel Financial Corp. 0.43% Add +5.2% 719,143 $469.8M
Matson Money. Inc. 14.23% Add +12.6% 720,815 $464.1M
Beacon Pointe Advisors, LLC 2.44% Add +69.4% 704,106 $459.9M
Steward Partners Investment Advisory, LLC 2.34% Add +12.9% 702,876 $459.1M
Evoke Wealth, LLC 8.47% Add +11.8% 702,776 $459.1M
Main Management Fund Advisors LLC 38.19% Add +30.9% 808,311 $454.8M
Truepoint, Inc. 10.14% Add +2.0% 695,831 $454.5M
Freestone Capital Holdings, LLC 13.72% Add +2.9% 689,375 $450.3M
P/E Global LLC 35.48% Reduce -1.5% 689,234 $450.2M
Avidian Wealth Enterprises, LLC 14.06% Add +7.3% 678,594 $443.3M
Heritage Wealth Advisors 17.31% Add +2.4% 678,104 $442.9M
Aspiriant, LLC 12.32% Add +5.4% 661,906 $432.4M
Cahaba Wealth Management, Inc. 28.79% Add +3.9% 649,315 $424.1M
WealthNavi Inc. 3.63% Add +13.8% 640,705 $418.5M
CKW Financial Group 45.13% Add +1.2% 628,924 $413.9M
Teacher Retirement System of Texas 1.72% No change 632,560 $413.2M
Haverford Trust Co 3.66% Reduce -16.5% 610,802 $399.0M
Orgel Wealth Management, LLC 8.58% Add +9.4% 609,638 $398.2M
BSN CAPITAL PARTNERS Ltd 10.11% Add +63.5% 596,102 $397.0M
Swan Global Investments, LLC 21.27% Reduce -3.7% 606,594 $396.2M
Genworth Financial Inc 91.85% No change 601,470 $392.9M
Hantz Financial Services, Inc. 5.97% Add +25.8% 599,552 $391.6M
Agave Capital Management Ltd 62.24% Add +194.0% 603,100 $386.9M
Sigma Investment Counselors Inc. 20.25% Reduce -2.6% 586,856 $383.3M
Leith Wheeler Investment Counsel Ltd. 31.16% Reduce -14.4% 577,037 $376.9M
OP Asset Management Ltd 3.75% Add +4.5% 570,878 $372.9M
Nissay Asset Management Corp. /Japan 1.95% Add +8.3% 562,015 $367.1M
Clark Capital Management Group, Inc. 2.25% Add +4.9% 558,202 $364.6M
Legacy Wealth Management, LLC 21.24% Add +2.4% 557,593 $364.2M
Moneta Group Investment Advisors LLC 2.71% Add +1.9% 550,875 $359.8M
Midland Wealth Advisors, LLC 18.45% Add +9.2% 548,029 $358.0M
Fort Washington Investment Advisors Inc. 1.98% Add +5.3% 547,923 $357.9M
Soundwatch Capital LLC 44.78% Add +87.3% 543,836 $355.2M
Tiaa-Cref Individual & Institutional Services, LLC 1.35% — 537,707 $351.2M
AE Wealth Management LLC 1.89% Add +5.7% 535,640 $349.9M
Journey Strategic Wealth LLC 8.66% Reduce -1.9% 533,947 $348.8M
State Street Corp. 0.01% Add +1.0% 532,508 $347.8M
Assetmark, Inc. 0.70% Reduce -46.6% 527,597 $344.6M
Klingman & Associates, LLC 16.66% Add +2.4% 526,701 $344.0M
Ritholtz Wealth Management 5.97% Reduce -1.6% 526,398 $343.8M
Bank of Finland 25.03% Add +0.3% 523,569 $342.0M
AQR Capital Management 0.16% Add +25.2% 523,500 $342.0M
Bleakley Financial Group, LLC 5.33% Add +29.6% 521,601 $340.7M
Ally Invest Advisors Inc. 22.48% Add +4.3% 511,337 $334.0M
Adventist Health System Sunbelt Healthcare Corp. 11.67% Reduce -61.8% 510,550 $333.5M
Halbert Hargrove Global Advisors, LLC 15.95% Add +0.3% 502,323 $328.1M
Fifth Third Wealth Advisors LLC 10.99% Reduce -1.8% 497,598 $325.0M
Blair William & Co. 0.91% Reduce -0.5% 485,839 $317.4M
Charter Oak Capital Management, LLC 24.58% Reduce -1.6% 485,265 $317.0M
Sanctuary Advisors, LLC 1.70% Add +5.8% 479,992 $313.5M
Norinchukin Bank, The 3.64% Add +6.3% 477,180 $311.7M
Traphagen Investment Advisors LLC 25.21% Add +0.7% 476,372 $311.2M
Commerce Bank 1.48% Add +101.6% 468,370 $305.9M
Prime Capital Investment Advisors, LLC 3.53% Add +97.7% 466,993 $305.0M
Wealthspire Retirement, LLC 18.15% Add +14.9% 463,174 $302.5M
CIBC Bancorp USA Inc. 0.41% — 459,404 $300.1M
Robinhood Asset Management, LLC 21.53% Add +10.1% 454,518 $296.9M
Hirtle & Co., LLC 11.51% Add +4.7% 452,028 $295.3M
Citizens Financial Group Inc. 4.08% Reduce -2.0% 448,294 $292.8M
Prosperity Consulting Group, LLC 12.86% Add +2.4% 442,174 $288.8M
Clearstead Advisors, LLC 2.61% Add +1.1% 437,585 $285.8M
Gotham Asset Management 0.87% Add +6.8% 435,384 $284.4M
Crestwood Advisors Group, LLC 4.78% Add +24.1% 435,333 $284.4M
Allspring Global Investments Holdings, LLC 0.48% Add +31.7% 431,892 $284.2M
Orion Porfolio Solutions, LLC 2.42% Reduce -14.6% 434,413 $283.8M
Sun Life Financial Inc. 16.03% Reduce -0.8% 432,316 $282.4M
Fragasso Financial Advisors Inc 16.99% Reduce -2.9% 425,380 $281.5M
Quantinno Capital Management LP 0.47% Add +22.0% 430,601 $281.3M
Armstrong Advisory Group, Inc. 18.59% Add +77.9% 424,239 $277.1M
Zions Bancorporation, National Association 17.84% Reduce -10.9% 423,743 $276.8M
Lido Advisors, LLC 1.09% Reduce -7.1% 420,398 $274.6M
LBMC Investment Advisors, LLC 16.74% Reduce -1.6% 420,340 $274.6M
Hancock Whitney Corp. 4.77% Reduce -2.2% 380,283 $274.4M
Two Sigma Investments, LP 0.23% Add +6.0% 416,280 $271.9M
Planning Alternatives Ltd. 35.04% Add +0.3% 415,589 $271.5M
HORAN Wealth, LLC 25.52% Add +100.0% 392,598 $268.6M
Whittier Trust Co. 3.00% Reduce -6.1% 401,934 $266.0M
Mirae Asset Global Investments Co., Ltd. 0.76% Reduce -17.4% 405,514 $264.9M
Adventist Health System/ West 46.93% Reduce -9.7% 405,108 $264.6M
Wellspring Financial Advisors, LLC 19.82% Add +1.6% 404,618 $264.3M
JB Capital LLC 10.26% Add +38.4% 388,721 $253.9M
Farmers & Merchants Investments Inc. 6.99% Add +2.0% 387,788 $253.3M
EP Wealth Advisors, LLC 1.23% Add +92.8% 382,980 $250.2M
Verition Fund Management LLC 2.54% Reduce -79.9% 377,340 $246.5M
Steele Capital Management, Inc. 10.19% Reduce -0.2% 376,762 $246.1M
Toews Corp. 94.69% Reduce -9.2% 375,750 $245.4M
Private Advisor Group, LLC 1.15% Reduce -2.6% 375,031 $245.0M
Ballentine Partners, LLC 3.35% Add +0.8% 368,896 $241.0M
Wellington Management Group LLP 0.05% Add +2.8% 368,757 $240.9M
First Hawaiian Bank 33.20% Add +0.3% 363,420 $237.4M
Ashford Advisors, LLC 54.85% Reduce -1.5% 360,435 $235.4M
Prudential PLC 1.78% Reduce -9.0% 357,944 $233.8M
Integrated Wealth Concepts LLC 1.86% Add +33.7% 357,617 $233.6M
Sagespring Wealth Partners, LLC 4.13% Reduce -1.5% 347,015 $226.7M
Stratos Wealth Partners, LTD. 2.56% Reduce -0.1% 342,211 $223.5M
Vantagepoint Investment Advisers LLC 1.87% Add +16.5% 337,733 $220.6M
Daido Life Insurance Co. 32.32% No change 335,437 $219.1M
Apollon Wealth Management, LLC 3.56% Add +4.7% 335,046 $218.9M
Equitable Holdings, Inc. 1.41% Add +0.6% 649,001 $218.5M
TFC Financial Management, Inc. 26.81% Add +0.5% 333,103 $217.6M
Endurance Services Ltd 36.59% No change 332,601 $217.3M
Legacy Private Trust Co. 13.35% Reduce -0.8% 330,547 $215.9M
Arrowstreet Capital, Limited Partnership 0.11% Add +30.1% 324,804 $212.2M
RKL Wealth Management LLC 18.96% Reduce -13.0% 322,614 $210.7M
Sofi Wealth, LLC 10.14% Reduce -2.5% 322,074 $210.4M
Tidal Investments LLC 0.66% Reduce -54.2% 322,036 $210.4M
Merit Financial Group, LLC 1.56% Add +11.3% 321,276 $209.9M
Taiyo Life Insurance Co. 22.74% Reduce -18.2% 315,475 $206.1M
Tarbox Family Office, Inc. 33.27% Reduce -0.7% 313,643 $204.9M
Analyst IMS Investment Management Services Ltd. 6.16% Reduce -8.0% 311,425 $203.4M
Principal Securities, Inc. 2.97% Add +4.9% 309,596 $202.2M
Glenview Trust Co 3.14% Add +0.2% 305,877 $199.8M
Mitsubishi UFJ Trust & Banking Corp 0.49% Reduce -24.4% 305,368 $199.5M
Conrad N. Hilton Foundation 87.27% Add +166.7% 304,999 $199.2M
Element Pointe Advisors, LLC 37.58% Add +3.3% 304,933 $199.2M
BW Gestao de Investimentos Ltda. 8.72% Reduce -59.4% 300,036 $196.0M
Sigma Planning Corp 5.42% Add +1.7% 298,651 $195.1M
Kayne Anderson Rudnick Investment Management LLC 0.57% Add +1.0% 298,253 $194.9M
FORM Wealth Advisors, LLC 22.78% Add +4.9% 297,706 $194.5M
Heck Capital Advisors, LLC 14.40% Reduce -1.3% 297,275 $194.2M
First Foundation Advisors 7.80% Add +2.5% 296,082 $193.4M
Teramo Advisors, LLC 52.04% Add +40.1% 295,000 $192.7M
Gryphon Financial Partners LLC 20.14% Reduce -1.3% 294,166 $192.2M
Lazard Asset Management LLC 0.31% Reduce -10.6% 291,105 $190.2M
Banco Bilbao Vizcaya Argentaria, S.A. 1.32% Add +22.6% 290,998 $188.4M
BLB&B Advisors, LLC 7.76% Add +5.8% 287,503 $187.8M
Linscomb Wealth, Inc. 8.32% Reduce -7.1% 286,184 $186.9M
Ellenbecker Investment Group 25.17% Add +1.6% 285,832 $186.7M
Federation des caisses Desjardins du Quebec 0.67% Reduce -1.2% 285,306 $186.4M
True Link Financial Advisors, LLC 11.35% Reduce -7.5% 281,276 $183.7M
Goelzer Investment Management, Inc. 8.83% Add +2.9% 279,455 $182.5M
Bangor Savings Bank 14.53% Add +0.1% 278,151 $181.7M
Gilbert & Cook, Inc. 23.39% Add +0.8% 277,274 $181.1M
Daiwa Securities Group Inc. 0.52% Add +4.8% 275,565 $180.0M
Ullmann Wealth Partners Group, LLC 18.53% Reduce -1.4% 273,257 $178.5M
Calamos Advisors LLC 0.93% Add +1854.0% 273,147 $178.4M
Lee Financial Co 24.84% Reduce -1.3% 269,520 $176.1M
Dakota Wealth Management 3.80% Reduce -1.8% 268,724 $175.5M
DT Investment Partners, LLC 14.53% Add +7.1% 267,267 $174.6M
Provida Pension Fund Administrator 2.88% Reduce -28.4% 262,048 $171.2M
Calamos Wealth Management LLC 5.89% Add +0.3% 258,931 $169.1M
Lowe Brockenbrough & Co. Inc. 8.43% Reduce -11.0% 258,783 $169.0M
Leverty Financial Group, LLC 37.23% Add +2.5% 257,635 $168.3M
Summit Financial, LLC 2.13% Add +11.2% 255,954 $167.2M
Atlantic Union Bankshares Corp 3.20% Add +0.5% 255,315 $166.8M
Quadrant Capital Group LLC 4.92% Add +2.3% 252,064 $164.7M
Mizuho Markets Americas LLC 4.52% Reduce -9.1% 249,220 $162.8M
Mandatum Life Insurance Co Ltd 36.28% Add +0.5% 247,033 $161.4M
Atria Investments, Inc 1.80% Reduce -1.9% 246,696 $161.1M
Modera Wealth Management, LLC 1.91% Reduce -5.6% 243,877 $159.3M
Mesirow Financial Investment Management, Inc. 2.58% Add +53.2% 243,758 $159.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 4.40% Reduce -5.3% 243,396 $159.0M
Montag A & Associates Inc. 7.38% Reduce -5.3% 242,549 $158.4M
Resonant Capital Advisors, LLC 8.31% Add +15.9% 242,082 $158.1M
JNBA Financial Advisors 13.15% Reduce -33.6% 241,784 $157.9M
NorthCoast Asset Management LLC 3.65% Reduce -17.1% 240,803 $157.3M
Sumitomo Mitsui Trust Group, Inc. 0.10% Reduce -23.1% 240,533 $157.1M
Valeo Financial Advisors, LLC 3.76% Add +1.4% 320,240 $157.1M
Independent Advisor Alliance 1.66% Add +729.7% 237,478 $155.1M
Spire Wealth Management 5.27% Reduce -2.4% 236,266 $154.3M
Advisory Services Network, LLC 2.03% Add +1.7% 233,462 $152.5M
Financial Synergies Wealth Advisors, Inc. 14.49% Reduce -0.9% 232,491 $151.9M
Bridges Investment Management Inc. 2.06% Reduce -10.0% 232,208 $151.7M
Bank of Hawaii 7.94% Add +4.8% 232,091 $151.6M
Fulton Breakefield Broenniman LLC 9.87% Add +9.3% 231,529 $151.2M
Orrstown Financial Services Inc. 25.05% Add +49.3% 229,141 $149.7M
Foundations Investment Advisors, LLC 1.85% Add +181.6% 228,629 $149.3M
RPTC Inc. 26.10% Add +4.9% 228,018 $148.9M
HB Wealth Management, LLC 0.95% Add +3.9% 224,445 $146.6M
Single Point Partners, LLC 29.12% Add +0.9% 224,004 $146.3M
Phillips Financial Management, LLC 10.53% Reduce -12.0% 222,342 $145.2M
OneDigital Investment Advisors LLC 1.42% Add +6.4% 221,711 $144.8M
Home Federal Bank of Tennessee 36.07% Reduce -0.6% 220,828 $144.2M
Caliber Wealth Management, LLC / KS 15.61% Add +12.3% 218,425 $142.7M
Missouri Education Pension Trust 48.47% Reduce -40.2% 217,826 $142.3M
Abundance Wealth Counselors 20.30% Add +13.3% 216,628 $141.5M
Crewe Advisors LLC 12.07% Add +8.0% 216,422 $141.4M
Composition Wealth, LLC 1.93% Add +96.7% 215,468 $140.7M
Rakuten Investment Management, Inc. 0.28% Add +100.0% 208,574 $139.1M
Mason Street Advisors, LLC 13.51% Add +0.4% 211,681 $138.3M
Narwhal Capital Management 10.20% Add +0.5% 211,569 $138.2M
Investment Management Corp of Ontario 1.77% Reduce -1.7% 210,706 $137.6M
Defiance ETFs, LLC 1.98% New 210,655 $137.6M
Ferguson Wellman Capital Management, Inc. 1.87% Add +3.6% 209,913 $137.1M
Stairway Partners, LLC 7.10% Add +0.3% 209,875 $137.1M
Geneos Wealth Management Inc. 3.14% Add +5.3% 207,500 $135.5M
Financial Engines Advisors L.L.C. 0.28% Reduce -5.2% 207,322 $135.4M
Mutual Advisors, LLC 2.90% Reduce -3.1% 206,628 $135.0M
First Interstate Bank 7.57% Add +1.7% 206,171 $134.7M
Icon Wealth Advisors, LLC 8.72% Add +29.0% 187,804 $134.3M
Allstate Corp. 1.43% Reduce -31.6% 205,379 $134.2M
Eastern Bank 2.27% Add +5.0% 202,905 $132.5M
PKO Investment Management Joint-Stock Co 11.15% Reduce -4.1% 202,841 $132.5M
GTS Securities LLC 4.70% Add +1140.7% 202,796 $132.5M
ESL Trust Services, LLC 25.19% Add +0.3% 201,950 $131.9M
Rezny Wealth Management, Inc. 30.35% No change 200,649 $131.9M
Catalyst Financial Partners LLC 15.51% Add +5.4% 201,127 $131.4M
Callan Family Office, LLC 2.97% Add +0.4% 200,628 $131.1M
Alternative Investment Advisors, LLC. 58.13% Reduce -2.6% 200,489 $131.0M
Securian Asset Management, Inc. 5.15% Reduce -15.1% 199,170 $130.1M
Mackenzie Financial Corp. 0.16% Add +4.6% 199,086 $130.0M
Pure Financial Advisors, LLC 1.86% Add +8.0% 196,481 $128.3M
Tudor Investment Corporation 0.68% Reduce -86.1% 194,559 $127.1M
Brookstone Capital Management 1.44% Add +9.0% 192,538 $125.8M
Core Wealth Advisors, Inc. 29.73% Add +1.5% 190,694 $124.6M
Advisors Capital Management, LLC 1.47% Add +4.5% 190,547 $124.5M
Chandler Asset Management, Inc. 18.70% Add +10.6% 188,741 $123.3M
JGP Wealth Management, LLC 12.81% Add +19.1% 188,584 $123.2M
Winthrop Advisory Group LLC 10.04% Add +3.5% 188,068 $122.8M
Ieq Capital, LLC 0.57% Add +6.1% 187,959 $122.8M
Stock Yards Bank & Trust Co. 3.80% Add +6.5% 187,139 $122.2M
BBR Partners, LLC 6.78% Reduce -0.1% 186,005 $121.5M
Capital Analysts, LLC 3.19% Reduce -8.8% 185,934 $121.5M
Financial Advisory Corp 16.68% Reduce -0.2% 183,780 $120.0M
Capital Investment Advisors, LLC 1.75% Add +0.7% 182,969 $119.5M
Valley Forge Investment Consultants Inc. Adv 35.79% Reduce -2.3% 182,827 $119.4M
Integrity Alliance, Llc. 4.54% Add +1.8% 182,632 $119.3M
BSW Wealth Partners 14.55% Reduce -0.2% 182,568 $119.3M
Parker Investment Management, LLC 17.91% Add +41.0% 180,497 $117.9M
Alps Advisors Inc. 0.55% Add +4.7% 180,459 $117.9M
RiverFront Investment Group, LLC 1.82% Reduce -14.4% 180,196 $117.7M
St. Clair Advisors, LLC 30.93% Reduce -11.4% 177,961 $116.2M
Robertson Stephens Wealth Management, LLC 3.25% Reduce -1.8% 177,504 $115.9M
Hennion & Walsh Asset Management, Inc. 3.90% Add +3.6% 177,483 $115.9M
D.A. Davidson & Co. 0.70% Add +3.6% 176,187 $115.1M
Rwa Wealth Partners, LLC 1.24% Reduce -4.5% 174,062 $113.7M
Glenmede Trust Co. NA 0.56% Add +14.3% 173,890 $113.6M
TCP Asset Management, LLC 14.60% Add +35.4% 173,854 $113.6M
HSBC Holdings PLC 0.07% Reduce -90.7% 173,202 $113.1M
Whittier Trust Co. of Nevada Inc. 2.32% Add +6.8% 170,587 $112.9M
King Wealth Management Group 14.05% Add +0.7% 171,969 $112.3M
Forvis Mazars Wealth Advisors, LLC 2.12% Add +2.8% 171,207 $111.8M
Bricktown Capital, LLC 21.90% Reduce -17.9% 170,245 $111.2M
Perigon Wealth Management, LLC 2.02% Reduce -1.3% 169,969 $111.0M
Bryn Mawr Trust Advisors, LLC 5.34% Reduce -2.1% 168,499 $110.1M
Summit Financial Strategies, Inc. 8.63% Add +13.5% 167,655 $109.5M
McKinley Carter Wealth Services, Inc. 6.32% Add +15.6% 167,634 $109.5M
AMG National Trust Bank 2.33% Add +26.5% 164,330 $107.3M
Requisite Capital Management, LLC 19.93% Add +2.2% 163,646 $106.9M
Arkadios Wealth Advisors 1.77% Add +14.4% 163,612 $106.9M
FFT Wealth Management LLC 19.31% Add +15.5% 163,294 $106.7M
Concurrent Investment Advisors, LLC 1.15% Add +9.3% 160,880 $105.1M
First Citizens Bank & Trust Co. 2.21% Reduce -0.9% 160,514 $104.8M
First Commonwealth Financial Corp 16.68% Add +0.6% 160,459 $104.8M
Janus Henderson Group PLC 0.05% Reduce -12.2% 160,308 $104.7M
Modern Wealth Management, LLC 1.78% Add +4.1% 157,664 $103.8M
StoneX Group Inc. 5.57% Reduce -17.9% 158,388 $103.5M
Amtrust Financial Services, Inc. 34.49% Add +5.1% 158,000 $103.2M
Wealth Group Ltd 23.26% Reduce -1.0% 156,360 $102.1M
Cambridge Associates LLC /Ma/ 1.63% Add +29.9% 156,041 $101.9M
Proathlete Wealth Management LLC 28.19% Add +2.6% 155,371 $101.6M
Ironclad Investments LLC 49.70% No change 155,164 $101.4M
Wilmington Savings Fund Society, FSB 2.41% Add +2.0% 154,684 $101.0M
AlTi Global, Inc. 2.19% Reduce -14.5% 149,979 $100.7M
Old National Bancorp 1.69% Reduce -0.4% 154,064 $100.6M
PDS Planning, Inc 6.62% Add +2.3% 153,680 $100.4M
3EDGE Asset Management, LP 4.84% Add +3.8% 153,415 $100.2M
Chevy Chase Trust Holdings, LLC 0.29% Add +33.1% 153,007 $99.9M
Unique Wealth, LLC 13.75% Add +4.5% 152,274 $99.5M
Satovsky Asset Management LLC 17.47% Reduce -1.2% 151,512 $99.0M
Victory Capital Management Inc. 0.06% Reduce -32.4% 149,125 $97.4M
Onyx Bridge Wealth Group LLC 10.47% Reduce -8.9% 149,012 $97.3M
RTD Financial Advisors, Inc. 11.96% Add +4.3% 148,949 $97.3M
GR Financial Group, LLC 32.18% Reduce -67.8% 148,534 $97.0M
First National Bank of Omaha 2.98% Add +2.7% 151,743 $96.5M
Arcataur Capital Management LLC 26.83% Add +4.1% 147,632 $96.4M
Great Lakes Advisors, LLC 0.80% Add +3.2% 147,630 $96.4M
Betterment LLC 0.18% Add +3.5% 146,784 $95.9M
Arvest Bank Trust Division 5.18% Reduce -3.7% 145,833 $95.3M
Tortoise Investment Management, LLC 7.84% Reduce -1.2% 145,300 $94.9M
Trilogy Capital Inc. 4.20% Add +9.4% 144,473 $94.4M
Compound Planning, Inc. 2.91% Add +3.8% 144,467 $94.4M
Private Wealth Asset Management, LLC 10.08% Add +1.4% 144,336 $94.3M
Asio Capital, LLC 13.16% Add +11.6% 143,422 $93.7M
AdvisorNet Financial, Inc 4.85% Add +6.2% 143,394 $93.7M
Grant Street Asset Management, Inc. 18.01% Add +1.5% 143,123 $93.5M
Pinnacle Associates Ltd. 1.20% Add +1.6% 142,920 $93.4M
Ritter Daniher Financial Advisory LLC / DE 15.71% Reduce -0.2% 141,785 $92.6M
Integrated Advisors Network LLC 4.86% Reduce -19.0% 141,684 $92.5M
Baker Avenue Asset Management, LP 2.11% Add +1.8% 141,547 $92.5M
Choreo, LLC 1.12% Add +2.4% 139,767 $91.3M
Curi Capital, LLC 1.63% Add +3.4% 139,538 $91.1M
Progeny 3, Inc. 4.86% No change 139,069 $90.8M
Cibc World Market Inc. 0.16% Add +13.6% 138,950 $90.8M
Smartleaf Asset Management LLC 3.26% Add +13.0% 142,225 $90.3M
Physician Wealth Advisors, Inc. 12.56% Add +1.3% 138,197 $90.3M
Cantor Fitzgerald, L. P. 3.26% New 137,522 $89.8M
Alaska Permanent Capital Management, LLC 6.23% Add +29.6% 136,067 $88.9M
Gray Private Wealth, LLC 44.67% Reduce -0.6% 135,965 $88.8M
Tectonic Advisors LLC 4.69% Add +1.7% 135,905 $88.8M
Regal Investment Advisors LLC 5.11% Add +8.9% 135,286 $88.4M
Pine Ridge Advisers LLC 6.26% Add +0.0% 135,039 $88.2M
Consolidated Portfolio Review Corp 8.05% Add +0.0% 134,965 $88.2M
BankPlus Trust Department 23.54% Add +0.2% 134,877 $88.1M
Cardinal Strategic Wealth Guidance 23.21% Add +2.8% 134,734 $88.0M
Accredited Investors Inc. 4.74% Add +1.9% 134,713 $88.0M
Country Trust Bank 1.67% Reduce -2.2% 134,705 $88.0M
Lodestar Private Asset Management LLC 8.67% Add +4.0% 134,530 $87.9M
Arax Advisory Partners 2.46% Add +184.2% 133,405 $87.1M
Simon Quick Advisors, LLC 3.94% Reduce -1.0% 131,736 $86.1M
Bryant Woods Investment Advisors, LLC 31.28% Add +4.3% 130,125 $85.0M
Bokf, NA 1.30% Reduce -0.0% 130,119 $85.0M
Centerpoint Advisors, LLC 27.29% Add +0.2% 128,404 $83.9M
Banco Santander, S.A. 0.67% Reduce -12.3% 128,005 $83.6M
New England Professional Planning Group Inc. 34.89% Add +1.5% 127,781 $83.5M
Amarillo National Bank 14.70% Add +1.3% 127,455 $83.3M
Hudock, Inc. 12.24% Add +2.9% 127,345 $83.2M
JSF Financial, LLC 16.30% Add +2.2% 127,252 $83.1M
Allworth Financial LP 0.34% Reduce -3.6% 127,142 $83.1M
WealthPlan Investment Management, LLC 4.56% Add +81.6% 125,181 $81.8M
Savant Capital, LLC 0.39% Reduce -5.5% 124,780 $81.5M
Cim Investment Management Inc. 21.73% Reduce -1.4% 124,650 $81.4M
Bluesphere Advisors LLC 28.91% Add +43.3% 124,515 $81.3M
Savvy Advisors, Inc. 2.18% Reduce -3.4% 124,298 $81.2M
Buck Wealth Strategies, LLC 10.00% Add +5.7% 124,038 $81.0M
Harbour Investments, Inc. 1.25% Add +44.2% 123,462 $80.6M
Financial Partners Group, Inc 9.62% Add +1.8% 123,137 $80.4M
Well Done, LLC 11.74% Add +3.6% 122,372 $79.9M
Meridian Wealth Advisors, LLC 10.55% Add +3.7% 122,183 $79.8M
McNamara Financial Services, Inc. 15.06% Reduce -0.2% 121,861 $79.6M
Natixis Advisors, LLC 0.11% Add +15.2% 120,246 $78.5M
Coyle Financial Counsel LLC 16.53% Add +5.6% 119,618 $78.1M
Bull Oak Capital, LLC 29.89% Add +9.2% 119,067 $77.8M
Kestra Private Wealth Services, LLC 0.96% Add +12.0% 118,547 $77.4M
Mascoma Wealth Management LLC 16.00% Add +1.6% 118,495 $77.4M
CenturyLink Investment Management Co 44.09% Reduce -16.5% 118,027 $77.1M
Deutsche Bank AG 0.03% Reduce -0.4% 117,632 $76.8M
SG Americas Securities, LLC 0.09% Add +110.2% 117,372 $76.7M
Balentine LLC 3.08% Reduce -4.2% 117,178 $76.5M
Courier Capital LLC 4.27% Reduce -2.9% 116,822 $76.3M
HighMark Wealth Management LLC 31.01% Add +6.0% 116,955 $76.2M
SCS Capital Management LLC 0.81% Reduce -1.6% 116,534 $76.1M
Vision Capital Management, Inc. 9.57% Add +1.0% 116,007 $75.8M
Wealth Architects, LLC 6.74% Add +0.4% 115,697 $75.6M
Focus Partners Advisor Solutions, LLC 0.76% Add +179.7% 115,547 $75.5M
Foster Group, Inc. 2.22% Add +23.0% 114,123 $74.5M
NerdWallet Wealth Partners, LLC 32.46% Add +4.5% 113,869 $74.4M
Wharton Business Group, LLC 2.80% Reduce -0.2% 113,488 $74.1M
KFA Private Wealth Group, LLC 17.73% Add +1.3% 113,095 $73.9M
Focus Financial Network, Inc. 2.65% Add +6.2% 112,961 $73.8M
Beam Wealth Advisors, Inc. 18.28% Add +6.3% 112,407 $73.4M
North Dakota State Investment Board 3.17% Reduce -17.6% 112,291 $73.3M
Guggenheim Capital LLC 0.58% Reduce -18.3% 111,438 $72.8M
Diversify Wealth Management, LLC 1.29% Add +127.4% 101,415 $72.5M
State of Wisconsin Investment Board 0.16% Reduce -30.6% 109,780 $71.7M
Smith, Moore & Co. 5.21% Add +1.3% 109,463 $71.5M
Waller Financial Planning Group, Inc. 15.70% Add +2.7% 108,907 $71.1M
MidFirst Bank 5.88% Add +0.8% 108,831 $71.1M
Sharkey, Howes & Javer 9.56% Add +20.6% 108,652 $71.0M
Heritage Investment Group, Inc. 10.62% Reduce -3.4% 107,407 $70.2M
Strategic Point Investment Advisors, LLC 10.16% Add +1.6% 107,017 $69.9M
BOK Financial Private Wealth, Inc. 4.22% Reduce -3.0% 106,908 $69.8M
Titan Global Capital Management USA LLC 10.39% Add +12.0% 106,766 $69.7M
Destination Wealth Management 1.81% Reduce -6.0% 106,457 $69.5M
PJT Investments Corp. 27.52% Add +177.8% 106,282 $69.4M
Baltimore-Washington Financial Advisors, Inc. 3.00% Add +4.0% 106,010 $69.2M
Ironwood Financial, llc 12.09% Add +0.3% 105,992 $69.2M
World Investment Advisors 1.11% Add +11.0% 105,508 $68.9M
Visionary Wealth Advisors 3.04% Add +1.9% 105,311 $68.8M
Affinity Capital Advisors, LLC 9.62% Add +1.9% 105,019 $68.6M
Towercrest Capital Management 10.64% Add +4.9% 104,188 $68.3M
Gladstone Institutional Advisory LLC 2.53% Add +24.1% 104,466 $68.2M
Pinnacle Financial Partners, Inc. 0.52% Add +9.2% 104,052 $68.0M
Oppenheimer & Co. Inc. 0.83% Reduce -1.5% 104,059 $68.0M
Ledyard National Bank 5.88% Reduce -11.4% 103,789 $67.8M
Passaic Partners LLC 8.18% Reduce -2.2% 103,451 $67.6M
Brown Wealth Management, LLC 17.27% Add +1.3% 102,896 $67.2M
IHT Wealth Management, LLC 1.56% Add +0.3% 102,838 $67.2M
CLG LLC 16.65% Reduce -1.1% 102,676 $67.1M
Vicus Capital 4.89% Reduce -2.1% 101,778 $66.5M
Golden State Wealth Management, LLC 7.23% Add +1.5% 101,307 $66.2M
Standpoint Asset Management, LLC 16.05% Reduce -3.3% 101,300 $66.2M
Midwest Trust Co 0.82% Add +4.1% 101,256 $66.1M
Cantor Fitzgerald Investment Advisors L.P. 4.87% Reduce -1.3% 101,081 $66.0M
Stone House Investment Management, LLC 11.80% Add +61.0% 100,845 $65.9M
Consilio Wealth Advisors, LLC 19.15% Reduce -3.9% 100,345 $65.5M
Lineweaver Wealth Advisors, LLC 8.83% Add +1.6% 100,233 $65.5M
M Holdings Securities, Inc. 4.42% Reduce -3.5% 97,699 $65.4M
KMT Wealth Management, LLC 35.53% Add +0.0% 100,107 $65.4M
Fiducient Advisors LLC 8.52% Reduce -13.5% 99,775 $65.2M
Harfst & Associates, Inc. 11.62% Reduce -3.7% 99,673 $65.1M
Bar Harbor Wealth Management 3.81% Reduce -4.3% 99,631 $65.1M
Swmg, LLC 18.57% Add +15.8% 99,556 $65.0M
Gateway Wealth Partners, LLC 2.52% Add +422.8% 99,077 $64.7M
Ashton Thomas Private Wealth, LLC 1.53% Reduce -23.5% 99,008 $64.7M
MV Capital Management, Inc. 6.32% Reduce -4.7% 98,557 $64.4M
Ssi Investment Management LLC 5.33% Add +0.5% 98,548 $64.4M
Conning Inc. 2.23% Reduce -0.9% 98,462 $64.3M
Twele Capital Management, Inc. 11.42% Add +2.5% 98,082 $64.1M
TD Waterhouse Canada Inc. 0.19% Add +5.1% 96,930 $63.9M
Crescent Grove Advisors, LLC 6.33% Reduce -2.8% 97,750 $63.9M
Roth Financial Partners LLC 21.78% Add +4.1% 97,644 $63.8M
Fifth Third Securities, Inc. 4.09% Add +4.4% 96,910 $63.3M
Total Investment Management Inc. 7.36% Add +11373.6% 96,608 $63.1M
Sequoia Financial Advisors, LLC 0.35% Add +3.5% 96,226 $62.9M
Earned Wealth Advisors, LLC 4.20% Add +2.1% 96,192 $62.8M
SteelPeak Wealth, LLC 1.97% Add +57.6% 96,096 $62.8M
Snowden Capital Advisors LLC 1.66% Add +13.5% 95,364 $62.3M
Argent Trust Co 2.11% Add +12.1% 95,251 $62.2M
Jump Financial, LLC 1.02% Add +362.1% 94,895 $62.0M
HWG Holdings LP 16.31% Reduce -44.0% 94,651 $61.8M
Central Pacific Bank - Trust Division 8.22% Add +4.3% 94,615 $61.8M
Financial Management Network Inc. 9.45% Reduce -1.3% 90,342 $61.7M
Independent Financial Group, LLC 1.38% Add +0.8% 94,167 $61.5M
Parkside Investments, LLC 7.41% Add +1.2% 93,393 $61.0M
Beaumont Asset Management, L.L.C. 27.45% Add +6.5% 93,364 $61.0M
CX Institutional 1.86% Add +1.6% 93,355 $61.0M
Colton Groome Financial Advisors, LLC 17.36% Add +2.1% 93,326 $61.0M
Crestmont Private Wealth LLC 19.03% Reduce -1.8% 92,445 $60.4M
Bank of Stockton 18.43% Reduce -4.2% 91,259 $59.6M
Sovereign Investment Advisors, LLC 12.61% Add +0.6% 91,163 $59.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +549.4% 91,039 $59.5M
Beaumont Financial Advisors, LLC 4.08% Add +0.2% 90,971 $59.4M
May Hill Capital, LLC 14.90% Add +6.0% 90,829 $59.3M
Rogco, LP 19.81% Reduce -0.7% 90,820 $59.3M
Karpus Management, Inc. 1.85% Reduce -14.2% 90,790 $59.3M
Marino, Stram & Associates LLC 10.59% Add +2.4% 90,246 $58.9M
CM Wealth Advisors LLC 12.53% Add +128.3% 90,090 $58.8M
Axiom Financial Strategies, LLC 20.71% Add +41.0% 90,059 $58.8M
Oxford Financial Group, LTD. LLC 3.15% Reduce -2.9% 89,481 $58.4M
Elevation Point Wealth Partners, LLC 1.38% Add +503.4% 89,076 $58.2M
Marble Wealth, LLC 10.18% Reduce -0.3% 89,012 $58.1M
Waterford Advisors, LLC 18.42% Add +2.6% 91,462 $58.1M
Enclave Advisors LLC 8.26% Add +2.1% 88,728 $58.0M
JFS Wealth Advisors, LLC 3.24% Add +7.8% 88,570 $57.9M
Citigroup Inc. 0.04% Add +3.6% 87,963 $57.5M
Smith Chas P & Associates Pa Cpas 3.11% Add +9.9% 87,812 $57.4M
Ancora Advisors LLC 1.22% Reduce -4.2% 87,628 $57.2M
Rafferty Asset Management, LLC 0.23% No change 87,516 $57.2M
Sowell Financial Services LLC 2.11% Reduce -5.6% 87,465 $57.1M
Baron Silver Stevens Financial Advisors, LLC 8.27% Add +0.5% 87,294 $57.0M
Avior Wealth Management, LLC 1.61% Reduce -5.4% 86,770 $56.7M
AAF Wealth Management, LLC 23.15% Add +1.0% 86,392 $56.4M
First Financial Bank - Trust Division 4.53% Add +7.6% 86,056 $56.2M
Vise Technologies, Inc. 1.10% No change 81,725 $56.0M
Bernardo Wealth Planning LLC 10.91% Add +0.0% 85,356 $55.8M
Kovack Advisors, Inc. 3.00% Reduce -4.7% 84,882 $55.7M
Colonial Trust Advisors 4.33% Add +1.6% 85,289 $55.7M
Shufro Rose & Co. LLC 3.79% Add +11.9% 85,201 $55.7M
Greenup Street Wealth Management LLC 7.82% Add +0.6% 85,021 $55.5M
MKD Wealth Coaches, LLC 54.60% Add +4.2% 84,945 $55.5M
Rossmore Private Capital 4.88% Reduce -3.2% 84,765 $55.4M
Smithfield Trust Co 2.41% Reduce -2.1% 84,736 $55.4M
Treasurer of the State of North Carolina 0.17% Add +13.1% 84,701 $55.3M
Stewardship Advisors, LLC 12.71% Add +15.2% 84,683 $55.3M
Diversified Enterprises, LLC 3.03% Reduce -0.7% 84,626 $55.3M
Wealth Alliance Advisory Group, LLC 8.73% Add +5.7% 84,385 $55.1M
Atlanta Consulting Group Advisors, LLC 11.82% Add +2.3% 84,186 $55.0M
Cranbrook Wealth Management, LLC 11.15% Reduce -0.2% 83,947 $54.8M
Ewa, LLC 12.40% Add +683.7% 83,585 $54.6M
Guidance Point Advisors, LLC 13.11% Add +1.5% 82,550 $54.0M
High Note Wealth, LLC 10.61% Add +1.1% 82,605 $54.0M
GoalFusion Wealth Management, LLC 24.38% Add +2.8% 82,277 $53.7M
Droms Strauss Advisors Inc. /Mo/ 14.02% Reduce -0.6% 82,134 $53.7M
Financial Counselors Inc. 75.71% Add +5.3% 82,131 $53.6M
Bontempo Ohly Capital Mgmt LLC 24.16% Reduce -4.6% 81,983 $53.6M
Bluestem Financial Advisors, LLC 20.66% Add +2.6% 81,893 $53.5M
Ackerman Asset Management, LLC 37.18% Reduce -1.0% 81,570 $53.3M
Daybright Advisory Services, Inc. 14.73% Add +1.1% 81,470 $53.2M
Madrona Financial Services, LLC 11.63% Reduce -9.8% 81,322 $53.1M
Fidelis Capital Partners, LLC 3.78% Add +4.8% 81,283 $53.1M
BankPlus Wealth Management LLC 27.35% Add +5.9% 81,004 $52.9M
Keebeck Wealth Management 5.94% Add +1.7% 80,826 $52.8M
TD Capital Management LLC 4.73% Add +2.3% 80,430 $52.5M
Waterloo Capital, L.P. 3.68% Add +1.9% 80,219 $52.4M
Prospera Financial Services Inc 0.84% Reduce -0.7% 80,037 $52.3M
Shelter Ins Retirement Plan 58.22% No change 80,061 $52.3M
Howe & Rusling Inc. 3.41% Reduce -1.3% 80,058 $52.3M
Evercore Wealth Management, LLC 0.82% Add +1.7% 79,941 $52.2M
International City Management Association Retirement Corp 26.67% No change 79,711 $52.1M
Cornerstone Wealth Group, LLC 3.31% Reduce -1.7% 72,460 $51.2M
Waterway Wealth Management, LLC 11.33% Reduce -2.3% 143,033 $51.2M
Riverstone Advisors, LLC 25.20% Reduce -7.2% 78,221 $51.1M
SkyView Investment Advisors, LLC 6.88% Add +0.0% 78,205 $51.1M
Clear Wave Wealth Management LLC 12.92% — 77,825 $50.8M
SigFig Wealth Management, LLC 1.48% Add +13.1% 77,493 $50.6M
Stonehage Fleming Financial Services Holdings Ltd 1.84% Add +138.7% 77,332 $50.5M
Stratos Investment Management, LLC 2.02% Add +0.8% 77,244 $50.5M
Mather Group, Llc. 0.50% Add +7.6% 77,090 $50.4M
Peapack Gladstone Financial Corp. 0.64% Add +3.0% 76,735 $50.1M
Hoxton Planning & Management, LLC 15.01% Add +3.9% 76,581 $50.0M
Fi3 FINANCIAL ADVISORS, LLC 14.42% Add +13.1% 76,471 $50.0M
Acumen Wealth Advisors, LLC 13.42% Add +5.5% 76,357 $49.9M
Stonebridge Capital Advisors LLC 3.49% Add +0.9% 76,241 $49.8M
New World Advisors LLC 8.73% Reduce -13.1% 76,033 $49.7M
Watershed Private Wealth LLC 15.46% Add +13.0% 75,889 $49.6M
Newton One Investments LLC 13.36% Reduce -1.5% 75,371 $49.2M
Serenus Wealth Advisors, LLC 9.80% Reduce -4.3% 75,259 $49.2M
Wescott Financial Advisory Group, LLC 4.30% Add +6.0% 75,119 $49.1M
Rhumbline Advisers 0.04% Reduce -4.5% 74,744 $48.8M
Sage Financial Management Group, Inc. 14.99% Reduce -0.8% 74,689 $48.8M
SouthState Bank Corp 2.27% Add +4.2% 74,444 $48.6M
Nations Financial Group Inc, /Ia/ 2.49% Add +1.4% 73,937 $48.3M
Per Stirling Capital Management, LLC. 5.33% Reduce -21.4% 73,858 $48.2M
Ameritas Investment Partners, Inc. 1.48% Reduce -4.1% 73,592 $48.1M
Chicago Partners Investment Group LLC 1.07% Add +2.9% 67,153 $48.0M
Cornerstone Wealth Management, LLC 2.39% Reduce -2.8% 73,210 $47.8M
Sand Hill Global Advisors, LLC 1.60% Reduce -3.5% 72,845 $47.6M
PKS Advisory Services, LLC 11.03% Reduce -89.6% 7,574 $47.4M
Genoa Capital Gestora de Recursos Ltda. 40.15% Add +1057.8% 72,617 $47.4M
TD Private Client Wealth LLC 0.98% Add +10.8% 72,567 $47.4M
BlueStem Wealth Partners, LLC 5.25% Reduce -3.4% 72,335 $47.2M
AMS Capital Ltda 18.34% Add +46.3% 72,302 $47.2M
Cornerstone Advisory, LLC 4.45% Add +2.8% 71,932 $47.0M
Kelleher Financial Advisors 11.98% Add +25.0% 75,319 $46.9M
Novare Capital Management LLC 3.71% Add +0.4% 71,701 $46.8M
National Bank of Canada 0.05% Add +7.7% 71,216 $46.5M
Nixon Peabody Trust Co. 3.70% Add +9.9% 71,187 $46.5M
Next Capital Management LLC 13.97% Add +1.1% 70,599 $46.1M
American Century Companies Inc. 0.02% Add +20.7% 70,371 $46.0M
Certuity, LLC 3.01% Add +6.8% 70,753 $45.9M
Vestor Capital, LLC 3.32% Add +11583.7% 70,219 $45.9M
Lakeshore Financial Planning, Inc. 16.62% Reduce -15.2% 70,186 $45.8M
Mgo One Seven LLC 0.92% Add +10.8% 70,084 $45.8M
Armor Investment Advisors, LLC 16.39% Add +9.1% 69,615 $45.5M
Legacy Wealth Partners, LLC 11.35% Reduce -13.2% 69,296 $45.3M
Highland Capital Management, LLC 2.40% Reduce -24.2% 69,273 $45.2M
Silvercrest Asset Management Group LLC 0.33% Reduce -3.8% 69,258 $45.2M
MCF Advisors LLC 1.98% Reduce -0.4% 69,242 $45.2M
Kapitalo Investimentos Ltda 8.52% New 69,214 $45.2M
1900 Wealth Management LLC 2.90% Add +0.3% 69,133 $45.2M
Portland Global Advisors LLC 4.81% Add +4.8% 69,121 $45.2M
GAMCO Investors 0.44% Reduce -0.2% 69,048 $45.1M
Alpha Financial Partners LLC 26.67% Add +0.6% 68,964 $45.0M
Bailard, Inc. 1.03% Reduce -1.4% 68,901 $45.0M
Chokshi & Queen Wealth Advisors, Inc 24.05% Add +1.6% 68,895 $45.0M
Spreng Capital Management, Inc. 21.19% Reduce -6.1% 68,788 $44.9M
Pps&v Asset Management Consultants, Inc. 27.39% Reduce -1.5% 68,676 $44.9M
CreativeOne Wealth, LLC 1.04% Add +5.6% 68,640 $44.8M
First Manhattan Co. Llc. 0.12% Add +70.2% 68,461 $44.7M
Latko Wealth Management, Ltd. 21.78% Reduce -2.0% 68,381 $44.7M
Corepath Wealth Partners LLC 29.93% Reduce -0.9% 65,371 $44.4M
Shepherd Financial Partners LLC 4.20% Add +46.7% 67,819 $44.3M
Integrity Investment Advisors, LLC 23.99% Add +3.1% 67,728 $44.2M
Capital Planning LLC 14.37% Add +1.3% 67,613 $44.2M
Wealthcare Advisory Partners LLC 0.85% Add +0.4% 67,213 $43.9M
Nolet Wealth Management, LLC 24.66% Add +8.9% 66,356 $43.3M
U.S. Capital Wealth Advisors, LLC 1.09% Add +3.9% 66,056 $43.1M
Salus Financial Advisors, LLC 25.14% Add +1.2% 65,994 $43.1M
City National Bank of Florida 25.66% Add +13.7% 65,894 $43.0M
PCA Investment Advisory Services Inc. 14.35% Add +3.8% 65,656 $43.0M
Arkansas Financial Group, Inc. 5.99% Add +3.0% 63,278 $43.0M
Snider Financial Group 12.92% Add +4.6% 65,537 $42.8M
Ironwood Wealth Management, LLC. 12.23% Add +7.4% 65,289 $42.6M
Washington Trust Bank 3.14% Reduce -3.1% 65,161 $42.6M
WealthBridge Capital Management, LLC 9.79% Add +0.1% 65,078 $42.5M
Tandem Financial, LLC 14.37% Add +17284.2% 65,017 $42.5M
RFG - Bristol Wealth Advisors, LLC 11.46% Add +3.5% 65,004 $42.5M
NDWM LLC 27.48% Reduce -4.7% 64,866 $42.4M
Blue Trust, Inc. 0.48% Add +13.6% 64,771 $42.3M
Valmark Advisers, Inc. 0.50% Add +0.3% 64,741 $42.3M
Peak Planning Group, LLC 11.63% Add +6.0% 64,215 $41.9M
Landing Point Financial Group, LLC 20.30% Add +6.1% 64,039 $41.8M
Sentinel Advisory Group, LLC 20.36% — 63,977 $41.8M
Ames National Corp. 24.92% Add +2.1% 63,573 $41.5M
Capital Advisors Wealth Management, LLC 5.55% Add +2.0% 63,290 $41.3M
One Capital Management, LLC 1.13% Add +3.4% 62,839 $41.0M
Wealth Alliance, LLC 4.05% Add +12.9% 62,811 $41.0M
Bare Financial Services, Inc 10.80% Add +1.4% 62,532 $40.8M
Coastline Trust Co 4.03% Add +0.4% 62,233 $40.7M
VestGen Advisors, LLC 1.14% Add +10.5% 54,701 $40.6M
Axxcess Wealth Management, LLC 1.30% Reduce -5.8% 61,936 $40.5M
PAX Financial Group, LLC 6.88% Add +36.0% 61,703 $40.3M
Fort Henry Capital, LLC 24.37% Add +0.7% 61,695 $40.3M
Patriot Financial Group Insurance Agency, LLC 2.27% Add +100.6% 61,386 $40.1M
Manufacturers Life Insurance Company, The 0.03% Reduce -86.1% 61,105 $39.9M
Napier Financial, LLC 9.15% Add +0.4% 61,091 $39.9M
Morris Financial Concepts, Inc. 13.47% Add +1.3% 60,745 $39.7M
MLG Wealth Management DBA Pine Grove Financial Group 4.61% Add +29.8% 60,671 $39.6M
LCW Services, LLC 19.69% Add +6.2% 60,680 $39.6M
O'shaughnessy Asset Management, LLC 0.20% Add +20.3% 60,607 $39.6M
Dorsey & Whitney Trust CO LLC 2.17% Reduce -5.4% 60,488 $39.5M
Fulton Bank, N.A. 1.39% Add +2.3% 60,252 $39.4M
Vermillion & White Wealth Management Group, LLC 22.65% Add +1.9% 60,225 $39.3M
SWS Partners 9.69% Add +3.5% 60,166 $39.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.57% Reduce -10.8% 60,105 $39.3M
KMG Fiduciary Partners, LLC 2.90% Reduce -9.8% 60,055 $39.2M
Cisco Systems, Inc. 12.36% No change 60,000 $39.2M
Mann Financial Group, Inc. 36.89% Add +3.9% 59,978 $39.2M
Kelly Financial Services LLC 9.43% Add +45.1% 59,936 $39.0M
Valley Financial Group, Inc. 21.04% Add +3.9% 59,696 $39.0M
David J Yvars Group 21.75% Reduce -0.2% 59,583 $38.9M
ZynergyRetirementPlanningLLC 23.51% Add +4.2% 59,518 $38.9M
Kapstone Financial Advisors LLC 19.04% Add +2.4% 59,504 $38.9M
Somnio Financial Group, LLC 25.40% Add +1.2% 59,185 $38.7M
GC Wealth Management RIA, LLC 1.59% Add +62.0% 58,936 $38.5M
Apollon Financial, LLC 5.32% Add +0.8% 58,800 $38.4M
Palatine Hill Wealth Management, LLC 33.37% Reduce -3.7% 58,678 $38.3M
Pettinga Financial Advisors LLC 7.21% Add +27.2% 58,613 $38.3M
Panoramic Capital Partners, LLC 23.58% Add +2.7% 58,594 $38.3M
CBIZ Investment Advisory Services, LLC 1.40% Reduce -2.2% 58,356 $38.2M
Norris Perne & French LLP 1.86% Reduce -4.5% 58,418 $38.2M
USA Financial Formulas 7.19% Reduce -50.9% 58,368 $38.1M
Windsor Capital Management, LLC 11.38% Reduce -1.2% 58,335 $38.1M
PACK Private Wealth, LLC 17.48% Add +3.3% 58,274 $38.1M
Mizuho Markets Cayman LP 2.04% No change 58,000 $37.9M
Sovran Advisors, LLC 2.97% Add +18.7% 52,414 $37.8M
Adirondack Capital Advisors, LLC 24.30% Add +4.9% 57,925 $37.8M
Mayflower Financial Advisors, LLC 4.55% Reduce -0.7% 57,250 $37.4M
Bellwether Advisors, LLC 6.31% Reduce -0.3% 57,017 $37.2M
Advanced Asset Management Advisors Inc 10.28% No change 57,000 $37.2M
New Insight Wealth Advisors 13.35% Add +2.4% 56,976 $37.2M
Avondale Wealth Management 18.29% Reduce -0.5% 56,968 $37.2M
Legacy Advisors, LLC 4.37% Reduce -4.7% 56,722 $37.1M
Apeiron RIA LLC 8.58% Reduce -11.2% 56,700 $37.0M
Sheets Smith Wealth Management 4.17% Add +1.3% 56,651 $37.0M
Wealth Quarterback LLC 14.54% Reduce -31.9% 56,554 $36.9M
German American Bancorp, Inc. 3.17% Reduce -8.0% 56,439 $36.9M
Gradient Investments LLC 0.57% Add +107.2% 56,204 $36.7M
Enzi Wealth 12.73% Add +2.4% 56,154 $36.7M
Buska Wealth Management, LLC 14.70% Reduce -13.8% 56,015 $36.6M
First Horizon Corp. 1.53% Reduce -2.1% 55,844 $36.5M
NewEdge Wealth, LLC 0.43% Add +37.8% 55,783 $36.4M
Rehmann Capital Advisory Group 1.89% Reduce -5.1% 55,694 $36.4M
Fortitude Family Office, LLC 8.17% Add +9.9% 55,650 $36.4M
Keystone Financial Services 10.66% Add +38.8% 55,611 $36.3M
HRT Financial LP 0.09% New 55,530 $36.3M
Greenwood Capital Associates LLC 3.98% Reduce -7.3% 55,265 $36.1M
Integris Wealth Management, LLC 8.28% Reduce -1.4% 55,145 $36.0M
Retirement Income Solutions, Inc. 6.15% Reduce -1.0% 55,070 $36.0M
Sachem Hill LLC 6.94% Reduce -1.6% 54,846 $35.8M
Monograph Wealth Advisors, LLC 3.40% No change 54,837 $35.8M
Alliance Wealth Management Group 7.82% Add +5.2% 54,712 $35.8M
Atwater Malick LLC 9.66% Add +7.5% 54,723 $35.7M
Elevated Financial Group LLC 11.82% Add +6.4% 54,578 $35.7M
Chemung Canal Trust Co. 7.21% Reduce -0.1% 54,566 $35.6M
Durante & Waters, LLC 25.80% Add +0.3% 54,566 $35.6M
Private Client Services, LLC 10.66% Add +3.0% 54,566 $35.6M
Beacon Financial Planning, Inc. 13.80% Add +11.4% 54,553 $35.6M
SVB Wealth LLC 2.34% Add +7.9% 54,435 $35.6M
Aurdan Capital Management, LLC 10.67% Add +2.0% 54,411 $35.5M
IFP Advisors, Inc 0.73% Add +4.8% 54,205 $35.4M
WealthShield Partners, LLC 3.93% Add +16.0% 53,959 $35.2M
Parr McKnight Wealth Management Group, LLC 4.60% Add +1.3% 53,726 $35.1M
Clear Creek Financial Management, LLC 2.69% Reduce -3.8% 53,682 $35.1M
Ballew Advisors, Inc 19.75% Reduce -1.2% 51,277 $35.0M
Curry Webb Wealth Management LLC 16.52% Add +91.8% 53,507 $35.0M
Voya Financial Advisors, Inc. 3.48% Reduce -1.8% 54,847 $34.9M
Orin Green Financial, LLC 14.26% Reduce -0.1% 53,221 $34.8M
Gradient Capital Advisors, LLC 8.96% Add +1.4% 52,890 $34.5M
Rational Advisors, Inc. 3.75% Reduce -22.1% 52,767 $34.5M
Simplicity Wealth,LLC 1.95% Add +20.7% 52,766 $34.5M
Pinnacle Wealth Management Advisory Group, LLC 2.35% Add +3.6% 52,734 $34.4M
Cypress Financial Planning LLC 9.57% Add +3.0% 52,574 $34.3M
Sfmg, LLC 2.35% Reduce -0.9% 52,475 $34.3M
Kanawha Capital Management LLC 2.41% Reduce -1.0% 52,380 $34.2M
Kintra Wealth, LLC 2.42% Add +565.3% 52,351 $34.2M
Boulder Wealth Advisors, LLC 13.64% Reduce -25.0% 52,321 $34.2M
Capital Group Private Client Services, Inc. 0.58% Add +122.5% 52,247 $34.1M
Cambient Family Office, LLC 4.76% Add +2.8% 52,189 $34.1M
Sonoma Allocations LLC 11.76% Reduce -5.8% 51,544 $34.1M
B. Riley Wealth Advisors, Inc. 2.20% Reduce -11.2% 53,667 $34.1M
Atlantic Family Wealth, LLC 24.58% Add +1.9% 52,094 $34.0M
Nottingham Advisors, Inc. 4.37% Add +8.5% 52,008 $34.0M
Vestmark Advisory Solutions, Inc. 0.37% Add +35.8% 51,747 $33.8M
Verus Financial Partners, Inc. 3.03% Add +0.0% 47,862 $33.7M
ONE Advisory Partners, LLC 10.34% Add +29.6% 51,380 $33.6M
Integrated Capital Management, LLC 14.15% Add +0.5% 51,346 $33.5M
Atlas Legacy Advisors, LLC 6.12% Reduce -4.6% 51,232 $33.5M
Camelot Technology Advisors, Inc. 24.55% Reduce -8.9% 51,182 $33.4M
RiverGlades Family Offices LLC 19.65% — 51,172 $33.4M
Tiaa Trust, National Association 2.01% Reduce -91.5% 50,620 $33.1M
HCR Wealth Advisors 3.43% Reduce -0.7% 50,596 $33.1M
Syon Capital LLC 1.66% Reduce -1.3% 50,468 $33.0M
Brighton Jones LLC 0.73% New 50,309 $32.9M
Okabena Investment Services Inc. 6.31% Add +3.7% 50,123 $32.7M
Hengehold Capital Management LLC 2.86% Add +31.8% 50,074 $32.7M
VeraBank, N.A. 5.98% Add +2.0% 49,996 $32.7M
NorthLanding Financial Partners, LLC 26.29% Add +2.1% 49,922 $32.6M
Elk River Wealth Management LLC 5.39% Reduce -0.9% 49,649 $32.4M
Dynamic Advisor Solutions LLC 1.02% Add +3.8% 49,570 $32.4M
Exencial Wealth Advisors, LLC 1.00% Reduce -4.8% 49,402 $32.3M
WCG Wealth Advisors LLC 0.90% Reduce -29.1% 49,286 $32.2M
Verus Capital Partners, LLC 2.21% Add +4.8% 49,228 $32.2M
J.E. Simmons & Co., P.C. 21.46% Reduce -3.3% 49,125 $32.1M
Belpointe Asset Management LLC 1.16% Add +22.6% 48,759 $31.9M
Lee, Kelleher & Klein Wealth Management 18.94% Add +1.5% 48,741 $31.8M
Benjamin Edwards Inc. 0.32% Add +3.6% 48,528 $31.8M
Middleton & Co. Inc. 3.61% Add +1.3% 48,460 $31.7M
CoreCap Advisors, LLC 1.07% Reduce -21.4% 48,313 $31.6M
Scotia Capital Inc. 0.13% Add +14.4% 48,284 $31.5M
Flagship Private Wealth, LLC 12.80% Reduce -3.2% 48,265 $31.5M
Ameritas Advisory Services, LLC 1.22% Reduce -10.1% 48,117 $31.4M
Carbahal Olsen Financial Services Group, LLC 25.09% Add +0.9% 48,056 $31.4M
Illinois Municipal Retirement Fund 0.40% Add +149.5% 47,900 $31.3M
Client First Capital LLC 13.71% Add +9.5% 47,741 $31.2M
Soltis Investment Advisors LLC 2.02% Reduce -6.8% 47,660 $31.1M
Aptus Capital Advisors, LLC 0.26% Add +2.5% 47,455 $31.0M
River Wealth Advisors LLC 3.56% Reduce -8.5% 47,449 $31.0M
Pinion Investment Advisors, LLC 7.22% Add +14.8% 47,335 $30.9M
Lantz Financial LLC 6.34% Add +10.9% 46,947 $30.7M
Community Bank, N.A. 3.65% Add +0.1% 46,895 $30.6M
Meridian Management Co. 7.61% Reduce -8.9% 46,829 $30.6M
BridgePort Financial Solutions, LLC 8.67% Add +2.6% 46,801 $30.6M
PFG Private Wealth Management, LLC 12.91% Add +2.6% 46,597 $30.4M
CIBC Asset Management Inc 0.07% Add +10.0% 46,439 $30.3M
Westwood Holdings Group Inc. 0.22% Reduce -32.7% 46,433 $30.3M
IFS Advisors, LLC 15.63% Reduce -0.9% 46,422 $30.3M
CFS Investment Advisory Services, LLC 2.09% Reduce -13.9% 42,482 $30.3M
Adapt Wealth Advisors, LLC 10.93% Add +2.9% 46,187 $30.2M
Sandy Cove Advisors, LLC 9.01% Reduce -0.7% 46,084 $30.1M
Compass Financial Group, Inc. 13.57% Reduce -0.8% 46,055 $30.1M
Advyzon Investment Management, LLC 2.69% Add +58.0% 46,037 $30.1M
Cypress Wealth Services, LLC 4.23% Add +9.0% 45,887 $30.0M
Altus Wealth Group LLC 12.25% Reduce -1.9% 45,781 $29.9M
Cascade Financial Partners, LLC 3.07% Reduce -0.1% 45,597 $29.8M
Pennsylvania Capital Management Inc. 8.55% Reduce -0.6% 45,592 $29.8M
Meridian Wealth Management, LLC 1.06% Reduce -0.4% 45,451 $29.7M
Verger Capital Management LLC 8.76% Add +0.3% 45,466 $29.7M
a16z Perennial Management, L.P. 2.46% No change 45,250 $29.6M
OpenArc Corporate Advisory, LLC 0.42% Add +29.3% 45,161 $29.5M
Adaptive Financial Consulting, LLC 11.26% Add +3.8% 45,029 $29.4M
Silverleafe Capital Partners, LLC 8.86% Add +0.1% 45,014 $29.4M
JHP Wealth Management, LLC 28.04% Add +0.8% 44,900 $29.3M
Western Wealth Management, LLC 1.12% Add +35.5% 44,876 $29.3M
Nadler Financial Group, Inc. 2.82% Add +6.5% 44,738 $29.2M
Cornerstone Advisors Asset Management, LLC 4.50% Reduce -3.4% 44,620 $29.1M
Grove Bank & Trust 3.29% Reduce -2.7% 44,565 $29.1M
Matrix Trust Co 4.83% Reduce -0.5% 44,530 $29.1M
Patton Albertson Miller Group, LLC 3.45% Reduce -0.6% 44,517 $29.1M
E Fund Management (Hong Kong) Co., Ltd. 13.21% Add +7.3% 44,471 $29.0M
E Fund Management Co., Ltd. 0.86% — 44,471 $29.0M
Custos Family Office, LLC 20.11% Reduce -1.6% 44,408 $29.0M
Hicks Capital Management LLC 29.00% Reduce -0.0% 44,377 $29.0M
Powerhouse Assets LLC 25.18% Add +2.2% 44,304 $28.9M
Fairman Group, LLC 24.69% Add +5.1% 44,209 $28.9M
Liberty Wealth Management LLC 3.60% Add +9.3% 44,109 $28.8M
Moody National Bank Trust Division 2.74% No change 43,985 $28.7M
SageView Advisory Group, LLC 1.05% Add +3.5% 43,872 $28.7M
Acima Private Wealth, LLC 8.98% Add +2.0% 43,808 $28.6M
Trek Financial, LLC 1.51% Add +44.3% 43,477 $28.4M
Summit Wealth Partners, LLC 4.48% Add +4.1% 43,350 $28.3M
Catalyst Private Wealth, LLC 15.27% Add +0.8% 43,158 $28.2M
Naples Global Advisors, LLC 2.05% Add +4.0% 43,086 $28.1M
Legacy Trust 5.39% Add +8.3% 43,030 $28.1M
Diversified Trust Co. 0.52% Reduce -7.0% 43,023 $28.1M
CacheTech Inc. 5.39% Add +1.7% 42,820 $28.0M
Bedminster, LLC 25.99% Reduce -7.5% 42,774 $27.9M
Alpine Bank Wealth Management 4.04% Reduce -0.1% 42,537 $27.8M
Intrepid Financial Planning Group LLC 11.12% Reduce -2.0% 42,186 $27.6M
Financial Life Planners 21.09% Add +0.4% 42,107 $27.5M
Dagco, Inc. 5.94% Add +8.3% 41,967 $27.4M
Advus Financial Partners, LLC 6.85% Reduce -0.1% 41,900 $27.4M
Sanchez Wealth Management Group 5.91% Reduce -0.1% 41,801 $27.3M
Fidelis Wealth Advisors LLC 39.73% Add +1.6% 41,758 $27.3M
Adams Wealth Management 5.98% Add +1.1% 41,716 $27.2M
Abound Wealth Management 6.17% Add +3.9% 41,600 $27.2M
Miramontes Capital, LLC 9.41% Reduce -0.2% 41,594 $27.2M
Legacy Financial Group LLC 3.38% Add +44.9% 41,188 $26.9M
Keystone Wealth Services, LLC 5.74% Add +0.4% 41,109 $26.9M
Peddock Capital Advisors, LLC 5.92% Add +4.7% 41,068 $26.8M
Moller Wealth Partners 5.29% Add +13.1% 41,031 $26.8M
AlphaCore Capital LLC 0.64% Reduce -13.1% 40,994 $26.8M
Birch Hill Investment Advisors LLC 1.20% Reduce -0.5% 40,813 $26.7M
Hubbell Strickland Wealth Management, LLC 10.59% Add +2.5% 40,678 $26.6M
Nicolet Bankshares Inc. 0.98% Add +159.8% 40,521 $26.6M
Wick Capital Partners, LLC 4.84% Add +6.0% 40,644 $26.5M
Cary Street Partners Financial LLC 0.66% Reduce -3.5% 40,573 $26.5M
Aspen Grove Capital, LLC 5.14% Add +0.3% 40,457 $26.4M
JMG Financial Group, Ltd. 0.73% Reduce -1.5% 40,441 $26.4M
Destiny Capital Corp 14.07% Add +1.7% 40,416 $26.4M
Riverpoint Wealth Management Holdings, LLC 5.61% Add +1.6% 40,379 $26.4M
Vivid Wealth Management, LLC 10.67% Add +0.1% 40,355 $26.4M
William Howard & Co Financial Advisors Inc 22.75% Reduce -1.0% 40,329 $26.3M
WHI TRUST Co LLC 19.84% Add +1.4% 40,316 $26.3M
Members Wealth LLC 15.71% Add +4.0% 36,793 $26.3M
Commonwealth Financial Services, LLC 4.16% Add +6.7% 40,217 $26.3M
First National Bank of Hutchinson 16.75% Reduce -5.5% 40,154 $26.2M
Richwood Investment Advisors, LLC 20.21% Add +1.4% 40,152 $26.2M
Drive Wealth Management, LLC 5.51% Reduce -2.2% 39,993 $26.1M
Beacon Investment Advisory Services, Inc. 1.09% Reduce -1.4% 39,978 $26.1M
Townsend Financial Planning, LLC 25.23% Add +2.9% 39,909 $26.1M
Prairieview Wealth Partners, LLC 21.37% Add +0.9% 39,909 $26.1M
Beacon Financial Group 2.59% Add +24.4% 39,783 $26.0M
Southern Capital Advisors, LLC 12.15% Add +6.6% 39,736 $26.0M
Park Place Capital Corp 5.19% Add +12.6% 39,589 $25.9M
Investment Advisory Services Group LLC 22.49% Add +7.3% 39,572 $25.8M
Essex Financial Services, Inc. 1.44% Add +0.8% 39,413 $25.7M
Gerber Kawasaki Wealth & Investment Management 0.82% Reduce -5.0% 39,387 $25.7M
LGL Partners, LLC 10.57% Add +9.5% 39,304 $25.7M
Teachers Insurance & Annuity Association of America 32.18% No change 39,280 $25.7M
Evermay Wealth Management LLC 2.84% Reduce -1.4% 39,263 $25.6M
Signaturefd, LLC 0.39% Reduce -19.1% 39,143 $25.6M
Eldridge Investment Advisors, Inc. 5.59% Reduce -1.3% 39,024 $25.5M
New England Asset Management Inc. 3.35% No change 38,985 $25.5M
Human Investing LLC 3.70% Reduce -1.3% 38,922 $25.4M
Fairway Wealth LLC 6.70% Add +0.6% 38,886 $25.4M
Sterling Investment Advisors LLC 12.17% Add +2.5% 38,837 $25.4M
Wealth Dimensions Group, Ltd. 4.99% Reduce -2.1% 38,809 $25.4M
Traveka Wealth, LLC 9.63% Add +49.0% 38,624 $25.2M
Sunbeam Capital Management, LLC 14.33% Add +16.3% 38,338 $25.0M
Stephenson & Company, Inc. 13.57% Add +5.1% 38,328 $25.0M
IAG Wealth Partners, LLC 2.79% Reduce -0.2% 38,259 $25.0M
TBH Global Asset Management, LLC 5.03% New 38,085 $25.0M
Eley Financial Management, Inc 8.96% Reduce -3.5% 37,988 $24.8M
T. Rowe Price Associates Inc. 0.00% Add +132.9% 37,930 $24.8M
VERITY Wealth Advisors 16.48% Reduce -0.2% 37,776 $24.7M
Keyvantage Wealth, LLC 10.87% Add +5.5% 37,752 $24.7M
American Wealth Advisors, LLC 25.60% Reduce -3.0% 37,613 $24.6M
Arvest Investments, Inc. 3.34% Add +4.9% 37,511 $24.5M
Gilbert Capital Group, Inc. 18.82% Reduce -1.0% 37,280 $24.4M
McAdam, LLC 1.10% Reduce -1.8% 37,249 $24.3M
Yukon Wealth Management, Inc. 14.52% Add +0.7% 37,238 $24.3M
Fusion Family Wealth, LLC 1.80% No change 36,869 $24.2M
London Co. of Virginia 0.15% Reduce -11.5% 36,908 $24.1M
Kastel Capital Advisors, LLC 14.77% No change 35,140 $24.1M
Nova R Wealth, Inc. 7.66% Reduce -1.1% 36,758 $24.0M
Orion Capital Management LLC 8.27% Reduce -0.3% 36,695 $24.0M
Bfsg, LLC 2.27% Reduce -10.4% 36,589 $23.9M
Colonial Trust Co / SC 3.25% Add +10.7% 36,589 $23.9M
Hilltop Wealth Advisors, LLC 14.25% Reduce -0.1% 36,399 $23.8M
CVA Family Office, LLC 2.50% Add +2.5% 36,387 $23.8M
XML Financial, LLC 1.92% Add +3.6% 36,340 $23.7M
Trademark Financial Management, LLC 11.59% Add +10.9% 36,227 $23.7M
Diversified Portfolios, Inc. 1.94% Add +1.6% 36,119 $23.6M
Mission Wealth Management, LP 0.49% Reduce -2.0% 35,992 $23.5M
Vericrest Private Wealth 21.06% Add +0.5% 35,947 $23.5M
Charles Schwab Trust Co 1.52% Reduce -6.9% 35,928 $23.5M
Madison Wealth Partners, Inc 3.73% Add +3.5% 35,847 $23.4M
Ascent Group, LLC 0.81% Reduce -0.0% 35,790 $23.4M
Tepp RIA, LLC 18.31% Add +4.0% 35,785 $23.4M
Stevens Capital Partners 5.61% Reduce -0.5% 35,745 $23.3M
One Wealth Advisors, LLC 2.91% Reduce -1.6% 35,739 $23.3M
Saiph Capital, LLC 8.81% Reduce -0.3% 35,655 $23.3M
DeDora Capital, Inc. 5.71% Reduce -0.0% 35,652 $23.3M
TAGStone Capital, Inc. 8.23% Add +2.9% 35,621 $23.3M
Cynosure Group, LLC 2.90% Reduce -96.1% 35,422 $23.2M
Willis Johnson & Associates, Inc. 1.35% Add +2.5% 35,475 $23.2M
Jackson Wealth Management, LLC 2.38% Add +0.3% 35,467 $23.2M
Emergent Wealth Advisors, LLC 13.52% Add +1.6% 35,017 $22.9M
Bradley Foster & Sargent Inc. 0.35% Reduce -0.7% 34,883 $22.8M
Synergy Investment Management, LLC 7.41% Add +37.9% 34,684 $22.7M
Summit Trail Advisors, LLC 0.32% Add +73.4% 34,677 $22.7M
AtlasMark Financial, Inc 14.61% No change 33,034 $22.6M
4J Wealth Management LLC 12.86% Reduce -9.6% 34,633 $22.6M
Shared Vision Wealth Group LLC 9.20% Reduce -4.6% 34,527 $22.6M
Grey Ledge Advisors, LLC 5.08% Reduce -0.1% 34,438 $22.5M
Walkner Condon Financial Advisors LLC 2.96% Reduce -0.7% 34,329 $22.4M
Financiere des Professionnels - Fonds d'investissement inc. 1.31% Reduce -34.0% 34,300 $22.4M
Mill Creek Capital Advisors, LLC 0.46% Add +4.8% 34,276 $22.4M
Kraft, Davis & Associates, LLC 4.77% Reduce -3.6% 30,995 $22.4M
Able Wealth Management LLC 5.94% Add +163.1% 34,031 $22.2M
Certified Advisory Corp 1.99% Reduce -2.5% 33,936 $22.2M
Providence Financial Advisors, LLC 12.60% Add +2.2% 33,835 $22.1M
Sageworth Trust Co 0.95% Reduce -0.0% 33,756 $22.0M
Life Line Wealth Management LLC 9.79% Add +4.9% 33,552 $21.9M
Ameliora Wealth Management Ltd. 6.98% Reduce -2.6% 33,542 $21.9M
Rothschild Wealth LLC 1.98% Add +15.1% 33,510 $21.9M
SBI Securities Co., Ltd. 0.60% Reduce -1.2% 33,482 $21.9M
Van Hulzen Asset Management, LLC 1.63% Add +0.3% 33,445 $21.8M
Lynch & Associates 4.10% Add +0.3% 33,408 $21.8M
Waldron Private Wealth LLC 0.85% Reduce -9.4% 33,271 $21.7M
WBH Advisory Inc. 1.62% Reduce -0.4% 32,892 $21.6M
Wedbush Securities Inc. 0.63% Add +2.8% 33,124 $21.6M
Insight 2811, Inc. 9.39% Add +3.0% 33,058 $21.6M
Rock Creek Group LLC 2.18% No change 32,994 $21.6M
Congress Park Capital LLC 6.61% Add +5.8% 32,937 $21.5M
Holland Advisory Services, Inc. 28.80% Add +0.2% 32,907 $21.5M
Great Valley Advisor Group, Inc. 0.39% Add +4.5% 32,875 $21.5M
Williams Financial, LLC 12.50% Reduce -0.2% 32,865 $21.5M
Cypress Capital Group 2.41% Reduce -1.6% 32,862 $21.5M
Compagnie Lombard Odier SCmA 0.26% Add +7.9% 32,758 $21.4M
Sherman Asset Management, Inc. 19.67% Reduce -0.1% 32,734 $21.4M
Jeter Robert S II 21.27% — 28,819 $21.4M
Invst, LLC 2.41% Add +26.4% 32,632 $21.3M
Sage Advisory Services, Ltd.Co. 11.64% Reduce -5.8% 32,538 $21.3M
Shelter Mutual Insurance Co 4.72% Add +1.9% 32,494 $21.2M
Common Fund for Nonprofit Organizations 2.04% Add +11.6% 32,291 $21.1M
Pacific Financial Group Inc. 11.30% Reduce -8.1% 32,104 $21.0M
EverSource Wealth Advisors, LLC 0.64% Add +0.5% 32,099 $21.0M
Avestar Capital, LLC 1.43% Reduce -0.3% 32,028 $20.9M
Ade, LLC 10.00% Add +1.3% 31,942 $20.9M
Summit Asset Management, LLC 2.90% Add +0.0% 31,893 $20.8M
Nwam LLC 1.19% Reduce -23.7% 31,777 $20.8M
Hemming& Wealth Management, Inc. 14.49% Add +16.7% 31,768 $20.8M
Kilter Group LLC 8.93% Add +14.8% 31,661 $20.7M
Harbor Group, Inc. 2.98% Add +0.3% 31,593 $20.6M
Astra Wealth Partners LLC 12.99% Add +2.5% 31,531 $20.6M
WealthPLAN Partners, LLC 3.98% Add +33.7% 31,516 $20.6M
Flagstar Securities, Inc. 7.45% Reduce -10.1% 31,477 $20.6M
Cadinha & Co. LLC 3.82% Reduce -29.4% 31,370 $20.5M
Sunbelt Securities, Inc. 1.29% Add +4.4% 31,243 $20.4M
Mycio Wealth Partners, LLC 4.05% Add +0.5% 31,077 $20.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -25.3% 31,051 $20.3M
Sax Wealth Advisors, LLC 0.98% No change 29,612 $20.3M
Headland Capital, LLC 5.70% Add +5.3% 30,995 $20.2M
Ducere Wealth Management LLC 8.05% Add +3.6% 30,991 $20.2M
Element Wealth, LLC 8.36% Add +4.2% 30,914 $20.2M
Aspen Wealth Strategies, LLC 10.84% Add +3.3% 30,873 $20.2M
Avaii Wealth Management, LLC 7.04% Reduce -5.0% 30,855 $20.2M
Foundry Financial Group, Inc. 9.97% Add +2.7% 30,774 $20.1M
CRA Financial Services, LLC 2.61% Add +5.4% 30,733 $20.1M
Kingsview Wealth Management, LLC 0.27% Add +9.3% 30,704 $20.1M
Smith Shellnut Wilson LLC 8.75% Reduce -0.4% 30,581 $20.0M
Coordinated Financial Services, Inc. 11.65% Add +1.1% 30,527 $19.9M
Fort Point Capital Partners LLC 2.61% Add +20.2% 30,513 $19.9M
JCSD Capital, LLC 31.01% No change 30,450 $19.9M
ArborFi Advisors, LLC 16.21% Reduce -2.9% 30,400 $19.9M
Interactive Financial Advisors, Inc. 12.99% Reduce -0.3% 30,394 $19.9M
Chesley Taft & Associates LLC 0.83% Add +2.1% 30,387 $19.8M
SWP Financial LLC 10.11% Add +11.8% 30,335 $19.8M
University of Chicago 6.12% Reduce -84.5% 30,317 $19.8M
Bay Harbor Wealth Management, LLC 5.13% Add +36.2% 30,278 $19.8M
Caldwell Trust Co 1.77% Add +4.2% 30,277 $19.8M
Asset Management Group, Inc. 3.19% Reduce -1.8% 30,200 $19.7M
Ashton Thomas Securities, LLC 2.43% New 29,665 $19.4M
Churchill Financial Advisors, LLC 4.06% Add +79.6% 29,544 $19.3M
Oak Wealth Advisors LLC 10.54% Reduce -0.8% 29,367 $19.2M
Market Street Wealth Management Advisors LLC 3.02% Reduce -0.5% 29,309 $19.1M
4Thought Financial Group Inc. 9.42% Reduce -11.6% 29,150 $19.0M
Everpar Advisors LLC 6.54% Add +11.1% 29,074 $19.0M
Boston Research & Management Inc. 4.51% Reduce -8.7% 29,067 $19.0M
Wesbanco Bank Inc. 0.53% Add +1.8% 29,064 $19.0M
Taylor & Morgan Wealth Management, LLC 10.81% Add +2.2% 29,001 $18.9M
ACT Advisors, LLC. 8.04% Reduce -2.0% 28,960 $18.9M
Retirement Systems of Alabama 0.06% No change 28,898 $18.9M
Fsa Wealth Partners, Inc. 8.90% Reduce -27.1% 28,647 $18.7M
Associated Banc-Corp 0.49% Add +5.0% 28,551 $18.6M
Cobblestone Asset Management LLC 8.36% Add +33.3% 28,478 $18.6M
SIMA Wealth Partners, LLC 14.17% Reduce -0.6% 28,472 $18.6M
Signet Private Wealth LLC 17.75% Add +0.4% 28,458 $18.6M
Trustmark Bank Trust Department 1.19% Reduce -2.0% 28,453 $18.6M
NorthRock Partners, LLC 0.30% Add +1.3% 28,452 $18.6M
Bank of New Hampshire 4.24% Add +4.4% 28,359 $18.5M
Layline Advisors, LLC 20.70% — 28,323 $18.5M
Klingenstein Fields & Co. LP 0.73% Add +15.5% 28,234 $18.4M
Signature Estate & Investment Advisors LLC 0.37% Add +8.8% 28,186 $18.4M
Providence Capital Advisors, LLC 2.99% Add +7.0% 28,082 $18.3M
Outlook Wealth Advisors, LLC 4.43% Reduce -14.8% 28,043 $18.3M
Cooper/Haims Advisors, LLC 8.60% Reduce -1.2% 27,962 $18.3M
RFG Advisory, LLC 0.34% Reduce -2.3% 27,961 $18.3M
Roger Wittlin Investment Advisory, LLC 14.91% Reduce -2.3% 27,914 $18.2M
Zhang Financial LLC 0.63% Add +8.6% 27,878 $18.2M
NWF Advisory Services Inc. 2.05% Add +1.9% 27,797 $18.2M
Kingswood Wealth Advisors, LLC 0.86% Add +7.8% 27,772 $18.1M
American National Bank of Texas 17.21% Add +10.5% 27,649 $18.1M
Acropolis Investment Management, LLC 0.80% Reduce -0.8% 27,611 $18.0M
Beirne Wealth Consulting Services, LLC 5.04% Reduce -17.8% 27,274 $17.8M
Flagship Harbor Advisors, LLC 0.78% Add +14.9% 27,183 $17.8M
Montecito Bank & Trust 2.92% Add +1.4% 27,127 $17.7M
Parsons Capital Management Inc. 0.81% Add +9.6% 27,104 $17.7M
Wiser Wealth Management, Inc 3.80% Add +0.8% 27,009 $17.6M
Pallas Capital Advisors LLC 0.66% Reduce -23.3% 27,007 $17.6M
Generali Investments CEE, investicni spolecnost, a.s. 0.93% No change 27,000 $17.6M
Pines Wealth Management, LLC 5.70% Reduce -15.6% 26,964 $17.6M
ICONIQ Capital, LLC 0.39% No change 26,960 $17.6M
BTC Capital Management, Inc. 1.19% Reduce -0.8% 26,927 $17.6M
Fortis Capital Advisors, LLC 2.30% Add +31.1% 26,901 $17.6M
Global Wealth Management Investment Advisory, Inc. 2.75% Reduce -0.6% 26,885 $17.6M
BCGM Wealth Management, LLC 4.39% Reduce -1.7% 26,765 $17.5M
Trifecta Capital Advisors, LLC 2.69% Reduce -0.7% 26,611 $17.4M
Mustico Financial Group, Inc. 12.12% Add +9.6% 24,241 $17.3M
LiftPoint Family Wealth Advisors LLC 14.29% Add +17.9% 26,413 $17.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2.10% Reduce -4.0% 26,271 $17.2M
Steel Grove Capital Advisors, LLC 1.81% Reduce -5.5% 26,233 $17.1M
Highview Capital Management LLC 6.22% Add +6.5% 26,202 $17.1M
Sovereign Financial Group, Inc. 2.97% Add +2.9% 26,150 $17.1M
Embree Financial Group 2.01% Add +36.7% 26,102 $17.1M
EPG Wealth Management LLC 4.61% Add +0.2% 26,028 $17.0M
Goepper Burkhardt LLC 5.63% Add +9.1% 25,796 $16.9M
Breakwater Capital Group 2.26% Add +3.8% 25,795 $16.8M
Ausdal Financial Partners, Inc. 0.75% Reduce -3.5% 25,770 $16.8M
Barclays PLC 0.01% Reduce -72.3% 25,702 $16.8M
Ironwood Wealth Management, Inc. 7.52% Reduce -0.7% 24,563 $16.8M
Aureus Asset Management, LLC 1.12% Add +3.7% 25,671 $16.8M
Columbus Macro, LLC 1.79% Reduce -1.3% 25,659 $16.8M
CWA Asset Management Group, LLC 0.57% Reduce -8.4% 25,608 $16.7M
Bigelow Investment Advisors, LLC 6.70% Reduce -0.4% 25,605 $16.7M
BIP Wealth, LLC 0.68% Reduce -0.7% 25,595 $16.7M
CENTRAL TRUST Co 0.33% Reduce -8.3% 25,509 $16.7M
Eq LLC 4.67% Reduce -3.4% 25,404 $16.6M
Continuum Wealth Advisors, LLC 6.88% Reduce -37.5% 25,374 $16.6M
Strategic Blueprint, LLC 0.96% Add +68.0% 25,359 $16.6M
PFG Advisors 0.80% Reduce -7.9% 25,234 $16.5M
Patriot Investment Management Group, Inc. 1.05% Add +0.1% 25,226 $16.5M
Webster Bank, N. A. 1.56% Reduce -0.4% 25,205 $16.5M
Man Group plc 0.03% Reduce -95.3% 25,203 $16.5M
Empowered Funds, LLC 0.10% New 25,198 $16.5M
Keenan, LLC 13.88% Add +18.9% 25,077 $16.5M
Hardy Reed LLC 1.20% Reduce -1.3% 25,160 $16.4M
Pine Valley Investments Ltd Liability Co 0.80% Reduce -0.8% 25,115 $16.4M
MassMutual Private Wealth & Trust, FSB 0.45% Add +0.1% 25,105 $16.4M
Arch Global Advisors, LLC 8.55% — 25,087 $16.4M
Horizon Investments, LLC 0.18% Add +95.2% 25,066 $16.4M
One Wealth Capital Management, LLC 7.15% Add +24.3% 22,886 $16.4M
Venture Visionary Partners LLC 0.55% Reduce -3.6% 25,047 $16.4M
GM Advisory Group, LLC 0.63% Add +7.7% 25,010 $16.3M
Inman Jager Wealth Management, LLC 9.51% Add +16.5% 24,919 $16.3M
Nordwand Advisors, LLC 2.84% Add +5.1% 24,868 $16.2M
Fairvoy Private Wealth, LLC 3.87% Reduce -5.1% 24,853 $16.2M
Beacon Advisors Holdings, LLC 8.68% Reduce -0.7% 24,835 $16.2M
Elyxium Wealth, LLC 5.20% Add +1.1% 24,834 $16.2M
Harbor Investment Advisory, LLC 1.27% Add +0.8% 24,701 $16.1M
Cyndeo Wealth Partners, LLC 0.84% Add +1.8% 24,577 $16.1M
SMI Advisory Services, LLC 2.63% Reduce -14.6% 24,136 $16.0M
Hoese & Co LLP 11.81% Reduce -25.6% 24,359 $15.9M
Guardian Wealth Advisors, LLC / NC 1.01% Add +0.0% 24,358 $15.9M
Peoples Bank 9.73% Add +0.6% 24,278 $15.9M
Parisi Gray Wealth Management 3.77% Reduce -0.0% 24,212 $15.8M
Ingalls & Snyder LLC 0.56% Add +3.4% 24,191 $15.8M
Investment Advisory Group, LLC 4.02% Add +2.3% 24,188 $15.8M
Baring Financial LLC 9.66% Add +3.3% 24,182 $15.8M
Perennial Investment Advisors, LLC 1.26% Add +78.0% 24,137 $15.8M
Retirement Wealth Solutions LLC 9.92% Add +19.5% 24,088 $15.7M
First National Trust Co 0.54% Add +1.3% 24,057 $15.7M
True Vision MN LLC 8.10% Add +32.9% 24,056 $15.7M
Delta Investment Management, LLC 2.81% Add +1.1% 24,027 $15.7M
Anderson Hoagland & Co. 1.35% Add +0.1% 23,998 $15.7M
Verum Partners LLC 2.98% Reduce -1.3% 23,991 $15.7M
Twin Peaks Wealth Advisors, LLC 3.94% Add +51.4% 23,956 $15.6M
Disciplina Capital Management LLC 1.65% No change 23,880 $15.6M
Mosaic Financial Group, LLC 11.06% Reduce -1.8% 23,850 $15.6M
Cherry Tree Wealth Management, LLC 3.29% Reduce -1.5% 23,843 $15.6M
Oarsman Capital, Inc. 1.93% Reduce -7.1% 23,832 $15.6M
GK Wealth Management LLC 13.53% Add +1915.7% 24,491 $15.5M
DWR Wealth Management, LLC 13.53% Reduce -2.6% 24,491 $15.5M
Lutz Financial Services LLC 1.04% Reduce -0.8% 23,774 $15.5M
Dimension Capital Management LLC 2.17% Reduce -15.8% 23,647 $15.4M
Braeburn Wealth Management LLC 8.82% Reduce -24.0% 23,612 $15.4M
Jackson Hole Capital Partners, LLC 2.54% Add +2.9% 23,511 $15.4M
Becker Capital Management Inc. 0.45% Reduce -17.2% 23,439 $15.3M
Evernest Financial Advisors, LLC 3.17% Reduce -3.3% 21,208 $15.2M
Global Wealth Management, LLC 8.31% Reduce -11.1% 23,325 $15.2M
Broadview Financial Management, LLC 10.40% Reduce -1.0% 23,318 $15.2M
Tempo Wealth, LLC 2.65% Add +4.8% 23,285 $15.2M
Endeavor Private Wealth, Inc. 4.36% Add +71.8% 23,252 $15.2M
Campion Asset Management 10.29% Add +7.5% 23,237 $15.2M
Forbes Financial Planning, Inc. 8.74% Add +1.9% 23,171 $15.1M
Genesis Private Wealth, LLC 4.75% Reduce -1.2% 23,123 $15.1M
Ascentis Independent Advisors 1.14% Add +139.0% 23,105 $15.1M
Polaris Investment Advisors, LLC 11.00% Add +14.1% 23,093 $15.1M
Roof Eidam Maycock Peralta, LLC 3.45% Add +3.1% 23,053 $15.1M
ETF Store, Inc. 14.65% Add +4.9% 23,027 $15.0M
Secure Asset Management, LLC 2.38% Add +7.0% 22,987 $15.0M
Caprock Group, LLC 0.36% Reduce -4.1% 22,970 $15.0M
Resolute Wealth Advisor, Inc. 8.54% — 22,968 $15.0M
Fusion Capital, LLC 4.05% Reduce -2.2% 22,966 $15.0M
Omega Financial Group, LLC 4.95% Add +4.0% 22,965 $15.0M
Csenge Advisory Group 0.69% Add +13.1% 22,953 $15.0M
Moisand Fitzgerald Tamayo, LLC 1.61% Reduce -1.5% 22,902 $15.0M
Atlantic Edge Private Wealth Management, LLC 3.68% Reduce -1.7% 22,883 $14.9M
Northwest Bancshares, Inc. 2.97% Add +5.2% 22,877 $14.9M
YHB Investment Advisors, Inc. 1.07% Reduce -4.7% 22,869 $14.9M
Pinnacle Family Advisors, LLC 7.02% Reduce -2.0% 22,869 $14.9M
Meadow Creek Wealth Advisors LLC 9.65% Reduce -0.5% 22,842 $14.9M
Red Door Wealth Management, LLC 1.53% Add +2.0% 22,494 $14.7M
HBK Sorce Advisory LLC 0.30% Add +27.3% 19,816 $14.7M
Motive Wealth Advisors 6.88% No change 22,440 $14.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.25% Add +3.4% 22,371 $14.6M
Henderson Brothers Financial Partners, LLC 3.70% — 22,362 $14.6M
Greenhouse Wealth Management, LLC 8.97% Reduce -0.5% 22,202 $14.5M
Sapient Capital LLC 0.22% Add +23.4% 22,164 $14.5M
Vanguard National Trust Co 0.91% — 22,126 $14.5M
Gerald Baker Financial Group LLC 4.57% — 22,098 $14.4M
Box Hill Private Wealth LLC 14.27% Reduce -1.3% 22,097 $14.4M
Pembroke Management, LTD 2.09% Reduce -1.0% 22,081 $14.4M
Centurion Wealth Management LLC 3.26% Add +1.0% 22,072 $14.4M
MFA Wealth Services 9.54% Add +0.7% 22,065 $14.4M
Private Trust Co. NA 1.29% Add +3.3% 22,053 $14.4M
Park National Corp. 0.44% Add +2.5% 22,049 $14.4M
HighPoint Advisor Group LLC 0.60% Reduce -0.0% 22,048 $14.4M
Gould Asset Management LLC 2.46% Add +0.1% 21,722 $14.2M
Goldstone Financial Group, LLC 1.54% Reduce -32.4% 21,676 $14.2M
Proficio Capital Partners LLC 0.76% Reduce -8.5% 21,671 $14.2M
Strategic Wealth Partners, Ltd. 0.98% Add +5.7% 21,642 $14.1M
GFS Advisors, LLC 0.91% Reduce -0.5% 21,640 $14.1M
Stephens Inc. 0.18% Add +14.3% 21,587 $14.1M
Laird Norton Wetherby Trust Company, LLC 0.31% Add +3.8% 21,557 $14.1M
Peterson Wealth Advisors, LLC 1.87% Reduce -12.9% 21,495 $14.0M
Bright Financial Advisors, Inc. 6.43% Add +2.5% 21,490 $14.0M
Core Wealth Advisors, LLC 10.78% Add +30.6% 21,468 $14.0M
GenTrust, LLC 0.60% Reduce -11.4% 21,423 $14.0M
Doliver Advisors, LP 3.18% Add +3.8% 21,402 $14.0M
Lakeshore Capital Group, Inc. 11.41% Add +0.5% 21,397 $14.0M
Cosner Financial Group, LLC 7.67% Add +1.3% 21,367 $14.0M
TSA Wealth Managment LLC 4.50% Reduce -4.6% 21,322 $13.9M
Fiera Capital Corp 0.05% Reduce -5.3% 21,304 $13.9M
Kooman & Associates 4.12% Add +1.6% 21,165 $13.8M
Palisades Hudson Asset Management, L.P. 5.37% Reduce -0.2% 21,074 $13.8M
Xponance LLC 0.10% Reduce -6.0% 21,019 $13.7M
Sierra Capital LLC 1.50% Reduce -6.6% 21,010 $13.7M
JDM Financial Group LLC 5.29% Reduce -1.4% 20,997 $13.7M
DecisionMap Wealth Management, LLC 8.85% Add +1.1% 20,944 $13.7M
New York Life Investment Management LLC 0.12% Add +16.9% 20,942 $13.7M
Planwiser Financial, LLC 9.90% Reduce -9.0% 19,444 $13.7M
Concorde Asset Management, LLC 6.69% Add +1.1% 20,900 $13.7M
Sepio Capital, LP 0.74% Add +103.6% 20,848 $13.6M
Claro Advisors Inc. 1.64% Add +8.7% 20,844 $13.6M
Sound Stewardship, LLC 6.24% Add +3.4% 20,843 $13.6M
Empower Advisory Group, LLC 0.04% Reduce -24.5% 20,842 $13.6M
North Star Investment Management Corp. 0.83% Reduce -3.3% 20,824 $13.6M
Bulltick Wealth Management, LLC 3.00% Reduce -14.4% 20,802 $13.6M
Capital Fund Management S.A. 0.12% Reduce -9.2% 20,674 $13.5M
MRWM Advisors, LLC 7.29% Add +0.1% 20,587 $13.4M
Cedarwood Wealth LLC 13.53% Add +5.8% 20,503 $13.4M
Ted Buchan & Co 4.86% Reduce -0.8% 20,469 $13.4M
Koshinski Asset Management, Inc. 0.83% Add +0.3% 20,461 $13.4M
Money Concepts Capital Corp. 0.74% Add +0.4% 20,377 $13.3M
Latitude Advisors, LLC 6.08% Add +0.8% 20,319 $13.3M
Horst & Graben Wealth Management LLC 1.82% Add +0.6% 18,471 $13.3M
Wealth Enhancement Trust Services, Inc. 1.60% Add +90.1% 20,274 $13.2M
GWN Securities Inc. 2.53% Reduce -0.2% 20,242 $13.2M
Post Resch Tallon Group Inc. 10.73% Add +2.5% 20,080 $13.2M
Objective Capital Management, LLC 13.33% Add +0.7% 20,197 $13.2M
Blueprint Investment Partners LLC 1.34% Reduce -26.0% 20,167 $13.2M
Insigneo Advisory Services, LLC 0.94% Add +6.8% 20,128 $13.1M
Archer Investment Management, LLC 5.52% Add +206.8% 20,098 $13.1M
Telos Capital Management, Inc. 1.26% Add +0.8% 20,083 $13.1M
Thoroughbred Financial Services, LLC 0.78% Reduce -5.4% 20,043 $13.1M
Precedent Wealth Partners, LLC 2.62% Add +7.2% 20,041 $13.1M
Godfrey Financial Associates, Inc. 11.23% Reduce -3.3% 20,040 $13.1M
Sound Income Strategies, LLC 0.63% Add +1.4% 19,886 $13.1M
Foundation Wealth Management, LLC\PA 4.61% Reduce -0.6% 20,005 $13.1M
Cornerstone Planning Group LLC 1.74% Add +55.6% 17,958 $13.1M
Novem Group 1.50% Add +2.5% 19,970 $13.0M
MidAtlantic Capital Management, Inc. 8.99% Add +0.5% 19,958 $13.0M
Sentry LLC 4.13% Add +1.1% 19,886 $13.0M
CrossGen Wealth, LLC 11.39% Reduce -1.9% 19,865 $13.0M
Chicago Capital, LLC 0.35% Reduce -0.3% 19,863 $13.0M
REDW Wealth LLC 5.17% Reduce -4.9% 19,863 $13.0M
Etesian Wealth Advisors, Inc. 4.14% Add +4.3% 19,841 $13.0M
Wealth Management Partners, LLC 3.68% Add +1.5% 19,733 $12.9M
Unique Wealth Strategies, LLC 5.24% Add +0.9% 19,609 $12.8M
Focused Alpha, LLC 3.95% Reduce -7.6% 19,588 $12.8M
EFG International AG 0.28% Add +67.2% 19,573 $12.8M
Beaird Harris Wealth Management, LLC 0.87% Reduce -5.9% 19,511 $12.7M
FOCUS Wealth Advisors, LLC 6.23% Reduce -6.7% 19,505 $12.7M
BG Investment Services, LLC 10.54% Reduce -4.2% 19,442 $12.7M
Benchmark Financial Wealth Advisors, LLC 3.52% Add +48.1% 19,437 $12.7M
Shulman DeMeo Asset Management LLC 2.69% Reduce -0.1% 19,394 $12.7M
ASL Financial, LLC 10.12% Add +2.2% 19,393 $12.7M
Centennial Wealth Advisory LLC 3.06% Reduce -36.3% 19,356 $12.6M
Archvest Wealth Advisors, Inc. 8.15% Add +3.9% 19,335 $12.6M
TritonPoint Partners, LLC 4.64% Add +0.4% 19,278 $12.6M
Williams Jones Wealth Management, LLC. 0.15% Add +0.3% 19,068 $12.5M
Brooklyn Investment Group 0.39% Add +58.2% 19,017 $12.4M
Glen Eagle Advisors, LLC 1.74% Reduce -6.4% 18,972 $12.4M
ALM First Financial Advisors, LLC 2.22% Add +539.9% 18,910 $12.4M
Red Tortoise LLC 5.18% Reduce -0.9% 18,891 $12.3M
CBM Financial, LLC 7.70% Add +12.8% 17,327 $12.3M
Wealth Management Associates, Inc. 4.25% Add +1.6% 18,845 $12.3M
Evolve Private Wealth, LLC 0.66% Add +185.4% 18,841 $12.3M
Founders Financial Securities LLC 0.69% Reduce -5.9% 17,918 $12.2M
Lanark Financial, Inc. 0.92% Reduce -1.0% 18,730 $12.2M
Canal Capital Management, LLC 1.65% Reduce -12.9% 18,703 $12.2M
GW&K Investment Management, LLC 0.11% Add +7.2% 18,568 $12.1M
Bison Wealth, LLC 1.18% Add +2.6% 16,243 $12.1M
Syntax Research, Inc. 7.67% Reduce -12.3% 18,441 $12.0M
Louisbourg Investments Inc. 2.28% Add +3.1% 18,440 $12.0M
MBE Wealth Management, LLC 4.98% Add +4.6% 18,355 $12.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.68% Add +29.8% 18,344 $12.0M
Instrumental Wealth, LLC 7.36% Add +1.1% 18,319 $12.0M
Welch Group, LLC 0.45% Reduce -4.6% 18,252 $11.9M
NFSG Corp 1.94% Add +4.4% 18,087 $11.8M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -10.1% 16,374 $11.8M
MinichMacGregor Wealth Management, LLC 2.08% Add +10.6% 18,078 $11.8M
Revolve Wealth Partners, LLC 1.52% Add +2.4% 17,964 $11.7M
jvl associates llc 3.93% Add +9.0% 17,942 $11.7M
Yanni & Associates Investment Advisors, LLC 12.15% Add +1.5% 17,938 $11.7M
Simmons Bank 0.78% Reduce -1.3% 17,922 $11.7M
MainStreet Investment Advisors LLC 1.76% Add +3.1% 17,909 $11.7M
Argent Advisors, Inc. 3.19% Add +2.0% 17,900 $11.7M
Transamerica Financial Advisors, LLC 0.99% Add +5.7% 17,878 $11.7M
Contango Wealth Management LLC 13.64% Reduce -24.5% 17,866 $11.7M
Larch Capital Partners LLC 1.69% New 17,828 $11.6M
KPP Advisory Services LLC 1.68% Reduce -42.3% 17,727 $11.6M
Trail Ridge Investment Advisors, LLC 5.00% Reduce -0.1% 17,621 $11.5M
Mosley Wealth Management 5.18% Add +0.0% 17,105 $11.4M
Ticino Wealth 3.98% Reduce -3.5% 15,913 $11.4M
Postrock Partners LLC 5.28% Add +4.3% 17,483 $11.4M
American National Bank & Trust 1.09% Reduce -0.9% 17,479 $11.4M
DAVENPORT & Co LLC 0.06% Add +1.9% 17,476 $11.4M
MY Wealth Management Inc. 11.04% Add +37.4% 20,301 $11.4M
Russell Investments Group, Ltd. 0.01% Add +18.2% 17,330 $11.3M
Forum Private Client Group LLC 3.74% Add +0.5% 17,165 $11.2M
Verdence Capital Advisors LLC 0.65% Reduce -3.3% 17,164 $11.2M
Ewing Morris & Co. Investment Partners Ltd. 5.06% Add +26.3% 17,139 $11.2M
Advisory Resource Group 1.92% Add +0.7% 17,098 $11.2M
Symphony Financial, Ltd. Co. 1.48% Add +2.7% 17,227 $11.2M
Roundview Capital LLC 0.70% Reduce -1.7% 17,091 $11.2M
Bank Pictet & Cie (Europe) AG 0.24% Reduce -31.9% 17,068 $11.1M
Welch & Forbes LLC 0.14% Reduce -7.0% 17,064 $11.1M
One Day In July LLC 0.89% Add +1.5% 17,009 $11.1M
Whalerock Point Partners, LLC 2.22% Add +6.5% 16,981 $11.1M
Leavell Investment Management, Inc. 0.45% Add +3.7% 16,952 $11.1M
Moors & Cabot, Inc. 0.47% Add +6.3% 16,943 $11.1M
Garrison Point Advisors, LLC 5.01% Add +2.8% 16,825 $11.0M
Connecticut Wealth Management, LLC 0.46% Add +0.6% 16,812 $11.0M
Wedmont Private Capital 0.35% Add +11.4% 16,128 $11.0M
Milestone Investment Advisors LLC 2.64% Add +3.9% 16,715 $10.9M
MA Private Wealth 1.85% Add +0.4% 16,710 $10.9M
TIAA Wealth Investment Management LLC 0.08% — 17,076 $10.8M
Hollencrest Capital Management 0.40% Reduce -76.7% 16,542 $10.8M
Town Capital LLC 8.73% Add +81.6% 16,525 $10.8M
Integrity Advisory Solutions, LLC 1.42% Add +6.4% 16,504 $10.8M
Chesapeake Wealth Management 3.30% Add +5.2% 16,478 $10.8M
Main Street Financial Solutions, LLC 0.78% Add +1.2% 16,453 $10.7M
Wayfinding Financial, LLC 4.67% Reduce -2.2% 16,450 $10.7M
Agf Management Ltd. 0.05% Reduce -3.7% 16,419 $10.7M
Emerald Advisors, LLC 1.33% Add +17.0% 16,350 $10.7M
Riverbridge Partners LLC 0.26% Reduce -80.8% 16,347 $10.7M
Y.D. More Investments Ltd 0.42% Reduce -13.9% 16,287 $10.6M
Signet Financial Management, LLC 1.19% Add +74.7% 16,275 $10.6M
Maseco LLP 0.33% Add +14.5% 16,273 $10.6M
Strathmore Capital Advisors, Inc. 3.00% Add +63.7% 14,817 $10.6M
Beacon Bridge Wealth Partners, LLC 3.55% Add +1.9% 16,246 $10.6M
WLTH Capital Management, LLC 8.27% Add +4.9% 16,160 $10.6M
SC&H Financial Advisors, Inc. 1.59% Reduce -1.2% 16,149 $10.5M
Twin Focus Capital Partners, LLC 1.21% Add +20.3% 16,116 $10.5M
Tred Avon Family Wealth, LLC 3.50% Reduce -6.5% 16,097 $10.5M
Eagle Strategies LLC 1.26% Reduce -21.0% 16,086 $10.5M
Merited Wealth, LLC 8.71% Add +69.8% 16,073 $10.5M
Allium Financial Advisors, LLC 8.41% Add +6.1% 16,061 $10.5M
Columbia Bank 2.99% Reduce -5.0% 16,018 $10.5M
Rialto Wealth Management, LLC 2.34% Add +5.0% 15,949 $10.4M
Tyche Wealth Partners LLC 1.61% Add +0.2% 15,940 $10.4M
Chung Wu Investment Group, LLC 8.96% Reduce -1.4% 15,933 $10.4M
Bulwark Capital Corp 6.41% Add +0.4% 15,912 $10.4M
TCI Wealth Advisors, Inc. 0.55% Add +6.8% 15,827 $10.3M
Solstein Capital, LLC 4.24% No change 15,798 $10.3M
Boyd Wealth Management, LLC 4.35% Reduce -0.3% 15,757 $10.3M
Carnegie Investment Counsel 0.20% Reduce -1.6% 15,745 $10.3M
Steigerwald, Gordon & Koch Inc. 1.05% Add +1.4% 15,723 $10.3M
Red Wave Investments LLC 3.06% Reduce -0.3% 15,684 $10.2M
Aegis Wealth Management LLC 5.84% Reduce -1.4% 15,640 $10.2M
Platform Technology Partners 1.97% Add +26.9% 15,598 $10.2M
Busey Bank 0.28% Add +44.3% 15,583 $10.2M
Keystone Financial Group 0.70% Add +23.8% 15,378 $10.1M
Evergreen Capital Management LLC 0.22% Reduce -36.6% 15,436 $10.1M
Manhattan West Asset Management, LLC 1.97% Add +1.0% 15,405 $10.1M
Chapin Davis, Inc. 2.24% Add +1.9% 15,350 $10.0M
Mountain Hill Investment Partners Corp. 5.93% Reduce -3.0% 15,344 $10.0M
Cape Ann Savings Bank 5.03% Add +3.4% 15,329 $10.0M
Krilogy Financial LLC 0.32% Add +14.0% 14,152 $10.0M
PCM Encore, LLC 2.05% Reduce -5.0% 15,226 $9.9M
Pitcairn Wealth Advisors LLC 0.91% No change 14,513 $9.9M
Montis Financial, LLC 2.05% Reduce -7.1% 15,196 $9.9M
NorthCrest Asset Manangement, LLC 0.31% Reduce -5.7% 15,057 $9.9M
Harbor Advisory Corp. 2.98% Reduce -6.5% 15,163 $9.9M
Lighthouse Financial LLC 5.97% Reduce -0.4% 15,151 $9.9M
White Pine Capital LLC 2.69% Add +0.4% 15,130 $9.9M
Aprio Wealth Management, LLC 0.54% Add +18.4% 15,130 $9.9M
National Wealth Management Group, LLC 3.67% Reduce -6.2% 15,084 $9.9M
Sugar Maple Asset Management, LLC 5.97% Add +0.2% 15,061 $9.8M
Avid Wealth Partners LLC 4.65% Add +11.3% 15,060 $9.8M
Arrien Investments, Inc. 5.33% Reduce -0.0% 15,052 $9.8M
Joel Isaacson & Co., LLC 0.33% Add +3.9% 15,040 $9.8M
Meridian Financial Advisors, LLC 5.35% Reduce -0.0% 14,985 $9.8M
Davis Wealth Advisors, LLC 8.13% Add +18.4% 14,973 $9.8M
Maia Wealth LLC 1.65% Reduce -3.8% 14,959 $9.8M
Sfm, LLC 5.89% Reduce -2.1% 14,925 $9.7M
Marathon Strategic Advisors, LLC 7.01% Reduce -0.6% 14,919 $9.7M
Canvas Wealth Advisors, LLC 1.66% Reduce -49.3% 14,897 $9.7M
QRG Capital Management, Inc. 0.10% Add +4.3% 14,897 $9.7M
Keel Point, LLC 0.65% Add +55.8% 14,868 $9.7M
Geneva Partners, LLC 4.65% Reduce -14.2% 14,815 $9.7M
Granite Harbor Advisors, Inc. 4.22% Reduce -8.3% 14,788 $9.7M
IFC Advisors LLC 1.38% Reduce -7.4% 14,762 $9.6M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Reduce -7.9% 14,719 $9.6M
EdgeRock Capital LLC 2.60% Reduce -3.1% 14,691 $9.6M
Investment Management Corp. /Va/ 8.23% Reduce -0.7% 14,665 $9.6M
Mechanics Financial Corp 4.01% Reduce -0.4% 14,637 $9.6M
Marquette Associates, Inc. 10.38% Add +4723.1% 14,614 $9.5M
JT Stratford LLC 1.22% Add +2.9% 14,610 $9.5M
Asset Allocation & Management Company, LLC 3.56% Reduce -1.7% 14,595 $9.5M
Cornerstone Wealth Partners, LLC 5.40% Add +20.7% 14,576 $9.5M
Abacus Planning Group, Inc. 1.27% Add +1.6% 14,463 $9.4M
Plante Moran Financial Advisors, LLC 0.61% Reduce -1.2% 14,377 $9.4M
1015 Capital Partners, LLC 9.11% Add +5.3% 14,345 $9.4M
Elm Partners Management LLC 0.41% Add +0.9% 14,743 $9.4M
KWB Wealth 0.93% No change 13,658 $9.4M
COFG Advisors, LLC 2.31% Reduce -3.0% 14,314 $9.4M
Security National Bank 1.36% Add +6.2% 14,310 $9.3M
Legacy Edge Advisors, LLC 0.98% Reduce -5.3% 14,299 $9.3M
Scissortail Wealth Management, LLC 1.88% Add +20.0% 14,287 $9.3M
Marin Bay Wealth Advisors, LLC 5.60% Add +506.7% 93,030 $9.3M
Jaffetilchin Investment Partners, LLC 0.55% Reduce -1.8% 14,219 $9.3M
Nilsine Partners, LLC 0.72% Reduce -22.3% 12,878 $9.3M
Apex Wealth Management, LLC 6.34% Reduce -0.8% 14,154 $9.2M
LaSalle St. Investment Advisors, LLC 1.29% Add +2.2% 14,066 $9.2M
First Growth Capital LLC 8.33% Reduce -3.8% 13,944 $9.2M
Independent Solutions Wealth Management, LLC 1.34% Add +35.6% 13,965 $9.1M
Strategic Wealth Advisors LLC 7.31% Add +6.7% 13,945 $9.1M
Ethos Financial Group, LLC 0.67% Reduce -0.8% 13,994 $9.1M
Hilltop National Bank 2.16% Reduce -0.3% 13,918 $9.1M
Nepc LLC 0.18% Reduce -9.5% 13,882 $9.1M
Cutler Investment Counsel LLC 0.93% Add +2.4% 13,861 $9.1M
Canandaigua National Corp. 0.81% — 13,857 $9.1M
GeoWealth Management, LLC 0.33% Reduce -9.2% 13,844 $9.0M
Successful Portfolios LLC 4.98% Add +4.3% 13,937 $9.0M
Coign Capital Advisors LLC 4.74% Add +4.1% 13,809 $9.0M
Strategic Financial Concepts, LLC 2.21% Add +42.8% 13,722 $9.0M
NatWest Group plc 1.94% Reduce -2.0% 13,700 $8.9M
Gen-Wealth Partners Inc 2.81% Add +18.7% 13,661 $8.9M
waypoint wealth counsel 4.61% Reduce -2.1% 13,635 $8.9M
Greenwood Gearhart LLC 0.48% Add +15.7% 13,634 $8.9M
Procyon Advisors, LLC 0.44% Add +5.4% 13,629 $8.9M
Continuum Advisory, LLC 0.85% Add +1.0% 13,589 $8.9M
Private Advisory Group LLC 0.62% Reduce -1.1% 13,572 $8.9M
Activest Wealth Management 1.55% Reduce -22.1% 13,523 $8.8M
Shoker Investment Counsel, Inc. 2.62% Reduce -1.6% 13,500 $8.8M
First Heartland Consultants, Inc. 0.68% Add +46.3% 13,492 $8.8M
Awm Capital, LLC 0.80% Reduce -0.6% 13,472 $8.8M
WPG Advisers, LLC 6.47% Add +8.6% 13,439 $8.8M
Founders Financial Alliance, LLC 1.58% Reduce -2.4% 13,410 $8.8M
BWM Planning, LLC 2.31% Reduce -15.9% 13,388 $8.7M
Riverwater Partners LLC 2.91% Add +26.1% 13,369 $8.7M
Mendota Financial Group, LLC 6.47% Add +0.1% 13,367 $8.7M
Ironwood Investment Counsel, LLC 1.26% Reduce -2.2% 13,342 $8.7M
Pittenger & Anderson Inc. 0.35% Reduce -3.4% 13,328 $8.7M
Genesis Wealth Advisors, LLC 5.80% Reduce -2.1% 13,308 $8.7M
West Bancorporation Inc. 4.34% Add +0.9% 13,302 $8.7M
Forefront Wealth Partners, LLC 3.63% Add +17.9% 13,273 $8.7M
Quartz Partners, LLC 3.34% Add +6.2% 13,244 $8.7M
Lexington Hill Partners, LLC 4.88% Add +0.2% 13,191 $8.6M
McMill Wealth Management 2.29% Add +0.4% 13,175 $8.6M
Pension & Wealth Management Advisors, Inc. 2.54% Reduce -1.7% 13,136 $8.6M
C2C Wealth Management, LLC 7.21% Add +0.6% 13,057 $8.5M
Leuthold Group, LLC 0.91% Reduce -0.3% 13,038 $8.5M
MSH Capital Advisors LLC 1.80% Reduce -0.2% 13,035 $8.5M
Trust Point Inc. 0.74% Reduce -1.0% 13,012 $8.5M
Granby Capital Management, LLC 4.87% Reduce -23.5% 13,000 $8.5M
Investment Research Partners LLC 3.45% Reduce -0.7% 12,984 $8.5M
Nelson Capital Management, LLC 1.03% Reduce -5.2% 12,959 $8.5M
Storen Legacy Partners, LLC 2.63% Add +888.9% 12,865 $8.4M
Reality Financial Planning Services, LLC 8.11% Reduce -2.6% 12,864 $8.4M
Arete Wealth Advisors, LLC 0.62% Reduce -19.2% 12,709 $8.3M
DeLarme Wealth Management, Inc. 5.34% Add +4.0% 12,701 $8.3M
J Hagan Capital, Inc. 4.47% Add +29.9% 12,689 $8.3M
S.A. Mason LLC 3.11% Add +18.4% 12,679 $8.3M
International Assets Investment Management, LLC 0.57% Reduce -12.6% 12,569 $8.3M
Presidio Capital Management, LLC 2.40% Add +16.6% 12,659 $8.3M
HighRoad Wealth Advisors, LLC 8.07% Reduce -1.4% 12,653 $8.3M
WASHINGTON TRUST Co 0.28% Add +1.7% 12,649 $8.3M
Fortress Financial Solutions, LLC 8.62% Add +5.1% 12,633 $8.3M
Integrated Investment Consultants, LLC 1.75% Reduce -13.4% 12,630 $8.2M
Riverbend Wealth Management, LLC 5.09% Add +2.8% 12,533 $8.2M
Barrett & Company, Inc. 2.82% Add +0.8% 12,527 $8.2M
Portfolio Resources Advisor Group, Inc. 8.12% Add +47.5% 12,520 $8.2M
Absolute Capital Management, LLC 2.71% Add +79.6% 12,510 $8.2M
Catalina Capital Group, LLC 4.98% Add +5.4% 12,439 $8.1M
Transcendent Capital Group LLC 3.70% Add +16.4% 12,412 $8.1M
Sterling Financial Planning, Inc. 2.40% Reduce -0.8% 12,401 $8.1M
Innovative Wealth Building LLC 5.69% Add +15.3% 12,391 $8.1M
First Financial Corp. 3.18% No change 12,380 $8.1M
Salomon & Ludwin, LLC 0.72% Reduce -0.7% 12,265 $8.1M
Barnes Wealth Management Group, Inc 4.10% Add +2.6% 12,369 $8.1M
Index Fund Advisors, Inc. 0.36% Add +0.3% 12,339 $8.1M
Commonwealth Retirement Investments LLC 2.49% Add +35.0% 12,311 $8.0M
Fidato Wealth LLC 5.21% Reduce -1.8% 12,286 $8.0M
Navigoe, LLC 4.73% Add +12.5% 12,270 $8.0M
Flower City Capital 4.01% Reduce -1.2% 12,253 $8.0M
Keystone Global Partners, LLC 3.57% Reduce -2.9% 12,239 $8.0M
Brand Asset Management Group, Inc. 2.08% Add +7.9% 12,217 $8.0M
Heritage Trust Co 0.80% Add +9.2% 12,216 $8.0M
WealthSpring Partners, LLC 7.29% Add +9.1% 12,172 $8.0M
W Advisors, LLC 4.07% Add +16.5% 12,148 $7.9M
Uptick Partners, LLC 1.58% Add +22.4% 12,141 $7.9M
XY Planning Network, Inc. 1.26% Add +20.0% 12,021 $7.9M
Legacy Capital Wealth Partners, LLC 1.63% Reduce -1.3% 12,106 $7.9M
North Berkeley Wealth Management, LLC 4.17% Add +109.4% 12,071 $7.9M
TradeWell Securities, LLC. 3.31% Add +1.8% 12,020 $7.9M
Allodium Investment Consultants, LLC 3.76% Reduce -0.9% 12,009 $7.8M
Laurel Oak Wealth Management, LLC 1.32% Reduce -0.2% 12,002 $7.8M
Strategy Asset Managers LLC 1.29% Add +2.3% 11,996 $7.8M
Wealthedge Investment Advisors, LLC 2.88% Reduce -0.9% 11,993 $7.8M
Prudent Man Advisors, LLC 2.35% Add +139.1% 11,967 $7.8M
Retirement Planning Group, LLC 0.24% Add +8.0% 11,942 $7.8M
FDx Advisors, Inc. 2.49% Reduce -14.7% 11,941 $7.8M
Fisher Asset Management 0.00% Add +67.8% 11,921 $7.8M
OMERS ADMINISTRATION Corp 0.05% No change 11,900 $7.8M
Meridian Financial Partners LLC 2.95% Add +8.8% 11,733 $7.8M
Bedel Financial Consulting, Inc. 0.89% Add +5.8% 11,889 $7.8M
Facet Wealth, Inc. 0.13% Add +12.8% 11,882 $7.8M
Clearstead Trust, LLC 1.26% Reduce -3.1% 11,863 $7.7M
Jacobi Capital Management LLC 0.43% Reduce -1.6% 11,855 $7.7M
Confluence Wealth Services, Inc. 0.30% Reduce -2.0% 11,849 $7.7M
Larson Financial Group LLC 0.25% Reduce -0.9% 11,803 $7.7M
Sage Mountain Advisors LLC 0.54% Reduce -1.6% 11,799 $7.7M
Rede Wealth, LLC 2.77% Add +8.1% 11,793 $7.7M
KCM Investment Advisors LLC 0.26% Reduce -1.1% 11,756 $7.7M
Prasad Wealth Partners, LLC 2.09% Reduce -0.5% 11,753 $7.7M
Stone Summit Wealth LLC 2.13% Add +2.0% 11,723 $7.7M
Curated Wealth Partners LLC 0.96% Reduce -0.4% 11,721 $7.7M
MRA Advisory Group 3.11% Reduce -41.7% 11,677 $7.6M
Sterling Investment Counsel, LLC 2.14% Reduce -3.0% 11,671 $7.6M
Westmount Partners, LLC 1.88% Add +0.7% 11,662 $7.6M
Hohimer Wealth Management, LLC 0.94% Reduce -0.7% 11,636 $7.6M
Chancellor Financial Group WB LP 5.44% Add +4.2% 11,631 $7.6M
Greykasell Wealth Strategies, Inc. 3.06% Reduce -0.3% 11,613 $7.6M
Astoria Strategic Wealth, Inc. 1.92% Add +3.2% 11,603 $7.6M
Steph & Co. 2.16% Add +14.0% 11,591 $7.6M
Transcend Capital Advisors, LLC 0.61% Add +1.6% 11,563 $7.6M
Titleist Asset Management, LLC 0.57% Add +93.5% 11,530 $7.5M
Bawa N Mallick Trust 3.08% Reduce -20.9% 11,500 $7.5M
Optiver Holding B.V. 0.28% New 11,495 $7.5M
Clear Investment Research, LLC 11.74% Reduce -2.6% 11,479 $7.5M
Lakeridge Wealth Management LLC 3.22% Add +1.0% 11,478 $7.5M
Bull Harbor Capital LLC 2.01% — 11,470 $7.5M
Unify Financial Advisors 7.79% Add +17.6% 11,449 $7.5M
Capital Advisor Network LLC 10.43% — 11,402 $7.4M
Intrua Financial, LLC 0.80% Add +2.1% 11,401 $7.4M
Koss-Olinger Consulting, LLC 0.62% Reduce -4.0% 11,375 $7.4M
Asempa Wealth Advisors 6.47% Reduce -3.4% 11,284 $7.4M
DKM Wealth Management, Inc. 5.34% Add +2.8% 11,341 $7.4M
5T Wealth, LLC 2.92% Add +5.3% 11,331 $7.4M
Triumph Capital Management 1.52% Add +1.7% 11,316 $7.4M
Avise Financial Cooperative, Inc. 6.15% Add +1.9% 11,309 $7.4M
Luken Investment Analytics, LLC 2.83% Reduce -5.6% 11,302 $7.4M
Waters Parkerson & Co., LLC 0.38% Reduce -66.1% 11,231 $7.3M
Wilkins Miller Wealth Management, LLC 4.43% Reduce -5.7% 11,222 $7.3M
FAS Wealth Partners, Inc. 0.46% Reduce -2.1% 11,211 $7.3M
Badgley Phelps Wealth Managers, LLC 0.15% Reduce -1.1% 11,168 $7.3M
Old Mission Capital LLC 0.17% Reduce -49.3% 11,125 $7.3M
SFE Investment Counsel 1.16% Add +38.5% 11,114 $7.3M
Cadent Capital Advisors, LLC 1.91% Add +2.5% 11,046 $7.2M
Baldwin Wealth Partners LLC 0.52% Reduce -27.8% 11,045 $7.2M
Wall Capital Group, Inc. 7.68% Add +1.3% 11,017 $7.2M
Meramec Financial Planners, LLC 2.85% Reduce -6.0% 10,088 $7.2M
Redhawk Wealth Advisors, Inc. 0.79% Add +4.8% 10,975 $7.2M
Aletheian Wealth Advisors LLC 3.49% — 10,953 $7.2M
Smithbridge Asset Management Inc. 1.06% Add +144.9% 10,943 $7.1M
Patten Group, Inc. 1.24% Reduce -3.7% 10,928 $7.1M
PFS Partners, LLC 3.27% Add +0.6% 10,909 $7.1M
Cardiff Park Advisors, LLC 0.57% Add +1.6% 10,887 $7.1M
TFR Capital, LLC. 2.17% Reduce -1.6% 10,849 $7.1M
Fortis Capital Management LLC 0.95% Add +24.9% 10,838 $7.1M
Alta Wealth Advisors LLC 2.28% Add +33.3% 10,769 $7.0M
TFB Advisors LLC 3.68% Reduce -47.0% 10,762 $7.0M
Salem Investment Counselors Inc. 0.21% Reduce -1.8% 10,745 $7.0M
Strid Group, LLC 0.87% Add +30.0% 10,729 $7.0M
InTrack Investment Management Inc 3.98% Add +10.8% 10,683 $7.0M
PW Advisors, LLC \ FL 5.21% Add +25.2% 10,652 $7.0M
PMV Capital Advisers, LLC 11.68% Add +9.6% 10,596 $6.9M
United Community Bank 2.29% Reduce -12.5% 10,524 $6.9M
Yelin Lapidot Holdings Management Ltd. 1.43% Reduce -25.7% 10,486 $6.8M
LifePlan Investment Advisors, Inc. 2.68% Add +35.2% 10,460 $6.8M
Mission Creek Capital Partners, Inc. 1.36% Reduce -1.1% 10,451 $6.8M
Triad Wealth Partners, LLC 0.54% Add +38.9% 10,440 $6.8M
Selective Wealth Management, Inc. 2.02% Reduce -1.8% 9,539 $6.8M
Burke & Herbert Bank & Trust Co. 1.88% Reduce -1.2% 10,418 $6.8M
Norden Group LLC 0.65% Reduce -2.1% 10,413 $6.8M
Firethorn Wealth Partners, LLC 2.49% Add +2.4% 10,404 $6.8M
Venturi Wealth Management, LLC 0.31% Reduce -34.2% 10,399 $6.8M
Galvin, Gaustad & Stein, LLC 0.55% Add +17.8% 10,392 $6.8M
BlueChip Wealth Advisors LLC 2.97% Add +1.4% 10,341 $6.8M
Allen Capital Group, LLC 0.61% Add +0.2% 10,340 $6.8M
Ridgecrest Wealth Partners, LLC 3.73% Add +0.3% 10,339 $6.8M
C M Bidwell & Associates Ltd. 3.15% No change 10,331 $6.7M
Hi-Line Capital Management, LLC 2.12% Add +10.8% 10,327 $6.7M
Houlihan Financial Resource Group, Ltd. 2.63% Add +0.1% 10,326 $6.7M
NovaPoint Capital, LLC 1.69% Add +3.3% 10,299 $6.7M
Pinnacle Bancorp, Inc. 1.99% Reduce -0.8% 10,299 $6.7M
Zurich Insurance Group Ltd 0.05% No change 10,270 $6.7M
Blue Bell Private Wealth Management, LLC 0.95% Add +4.2% 10,116 $6.6M
CVFG LLC 0.82% Add +58.2% 10,113 $6.6M
Vanguard Advisers Inc. 0.03% — 10,110 $6.6M
Level Four Advisory Services, LLC 0.22% Add +3.4% 10,103 $6.6M
SK Wealth Management, LLC 1.83% Add +3.0% 9,960 $6.6M
Idaho Trust Co 2.14% Add +0.8% 10,077 $6.6M
Landmark Wealth Management, LLC 1.76% Add +3.9% 10,063 $6.6M
Tru Independence Asset Management 2, LLC 4.02% Add +12.3% 10,014 $6.5M
Cassia Capital Partners, LLC 3.36% Reduce -31.3% 10,012 $6.5M
Power Wealth Management LLC 2.43% Reduce -0.8% 9,995 $6.5M
Banque Pictet & Cie SA 0.08% No change 9,992 $6.5M
Wincap Financial LLC 4.34% Reduce -3.4% 9,992 $6.5M
Black Diamond Financial, LLC 0.71% Add +9.8% 9,986 $6.5M
Mma Asset Management LLC 2.29% Reduce -36.1% 9,957 $6.5M
Bestgate Wealth Advisors, LLC 11.71% Reduce -0.7% 9,942 $6.5M
Variant Private Wealth, LLC 7.86% Add +0.2% 9,940 $6.5M
Lake Street Private Wealth, LLC 0.83% Add +0.1% 9,878 $6.5M
KDK Private Wealth Management, LLC 5.90% Reduce -0.3% 9,944 $6.4M
Vawter Financial, Ltd. 2.71% Add +2.3% 9,856 $6.4M
J. R. Prunier Capital Management LLC 2.73% Add +13.6% 9,845 $6.4M
Purewater Capital LLC 6.14% — 9,800 $6.4M
PUREfi Wealth, LLC 4.18% Add +58.9% 9,776 $6.4M
Windsor Advisory Group, LLC 5.32% No change 9,751 $6.4M
Schorn Wealth LLC 1.92% Add +12.3% 9,716 $6.3M
Stratos Wealth Advisors, LLC 0.39% Reduce -65.8% 9,682 $6.3M
PlanVest Financial, Inc 4.81% — 9,674 $6.3M
Daymark Wealth Partners, LLC 0.20% Reduce -3.1% 9,655 $6.3M
MRP Capital Investments, LLC 5.49% Add +0.0% 9,645 $6.3M
Parkside Financial Bank & Trust 0.48% Reduce -1.1% 9,642 $6.3M
Brady Family Wealth, LLC 1.96% Add +5.0% 9,621 $6.3M
Annex Advisory Services, LLC 0.12% Reduce -3.3% 9,600 $6.3M
Graves Light Lenhart Wealth, Inc. 0.65% Reduce -0.6% 9,596 $6.3M
Lane Brothers & Co. Inc. 4.56% Reduce -7.8% 9,587 $6.3M
Dunhill Financial, LLC 1.47% Add +54.2% 9,565 $6.2M
Fiduciary Group, LLC 0.53% Reduce -0.1% 9,563 $6.2M
Sei Investments Co. 0.01% Reduce -80.3% 9,541 $6.2M
Blalock Williams, LLC 4.81% Add +28.5% 9,520 $6.2M
Daner Wealth Management, LLC 3.65% Reduce -0.2% 8,376 $6.2M
1 North Wealth Services LLC 2.24% Add +0.5% 9,494 $6.2M
Leo Wealth, LLC 0.45% Reduce -9.2% 9,492 $6.2M
Turtle Creek Wealth Advisors, LLC 0.47% Reduce -12.7% 9,486 $6.2M
Johnson Financial Group, LLC 0.41% Add +11.7% 9,462 $6.2M
FLC Capital Advisors 1.12% Add +0.8% 9,443 $6.2M
New Age Alpha Advisors, LLC 0.29% Add +23.7% 9,418 $6.2M
Burney Co./ 0.19% Reduce -14.9% 9,365 $6.1M
Trust Co 0.57% Reduce -20.1% 9,356 $6.1M
Vident Advisory, LLC 0.05% Add +5.3% 9,342 $6.1M
Heritage Family Offices, LLP 2.71% Reduce -8.6% 9,342 $6.1M
TCTC Holdings, LLC 0.17% Reduce -0.7% 9,319 $6.1M
NBT Bank, N.A. 0.40% Add +59.7% 9,309 $6.1M
First Financial Bankshares Inc 0.12% Reduce -10.8% 9,304 $6.1M
Interchange Capital Partners, LLC 1.91% Reduce -7.7% 10,683 $6.1M
First Bank & Trust 0.98% Add +36.1% 9,268 $6.1M
Guyasuta Investment Advisors Inc. 0.35% Reduce -2.0% 9,251 $6.0M
Glassman Wealth Services 0.82% Reduce -2.6% 9,248 $6.0M
Magnus Financial Group LLC 0.49% Add +0.9% 9,241 $6.0M
Ofc Financial Planning, LLC 5.93% No change 9,233 $6.0M
Compass Ion Advisors, LLC 0.57% Reduce -0.8% 9,209 $6.0M
Power Alpha Investment Ltd 0.69% No change 9,200 $6.0M
Wall Street Financial Group, Inc. 3.55% Reduce -4.6% 9,184 $6.0M
First Trust Advisors LP 0.00% Reduce -60.8% 9,184 $6.0M
Essential Planning, LLC. 1.91% Reduce -1.8% 9,181 $6.0M
Apella Capital, LLC 0.09% Add +55.5% 8,389 $6.0M
Nuveen, LLC 0.00% Reduce -16.0% 9,132 $6.0M
Camden National Bank 0.81% Reduce -1.9% 9,128 $6.0M
West Branch Capital LLC 1.59% Reduce -0.1% 9,120 $6.0M
Dana Investment Advisors, Inc. 0.18% Add +9.7% 9,118 $6.0M
Signal Advisors Wealth, LLC 0.41% Reduce -2.3% 9,100 $5.9M
Curat Global, LLC 5.85% Add +48.3% 9,088 $5.9M
Jamison Private Wealth Management, Inc. 0.74% Add +2.9% 9,083 $5.9M
Madson Wealth Advisors Inc 4.93% — 9,081 $5.9M
Cassaday & Co Wealth Management LLC 0.13% Add +5.8% 9,066 $5.9M
Verity Asset Management, Inc. 2.47% Add +3.2% 9,019 $5.9M
Sunburst Financial Group, LLC 1.13% Reduce -0.5% 9,013 $5.9M
Bluedoor Private Wealth, LLC 2.72% Reduce -0.2% 8,988 $5.9M
McCarter Private Wealth Services LLC 2.55% Reduce -0.6% 8,973 $5.9M
Stockman Wealth Management, Inc. 0.65% Reduce -0.6% 8,950 $5.8M
GSG Advisors LLC 1.52% Add +3.5% 8,932 $5.8M
Olde Wealth Management, LLC 1.85% Reduce -1.9% 8,930 $5.8M
Bayban 5.06% Reduce -0.3% 8,902 $5.8M
Cooper Financial Group 0.59% Add +34.0% 8,896 $5.8M
Defined Wealth Management, LLC 3.40% Add +0.1% 8,874 $5.8M
Essex Bank 1.28% Reduce -2.0% 8,874 $5.8M
Bear Mountain Capital, Inc. 1.74% No change 8,128 $5.8M
Lifeworks Advisors, LLC 0.74% Reduce -22.5% 8,851 $5.8M
James J. Burns & Company, LLC 0.78% Reduce -4.0% 8,842 $5.8M
Atlas Capital Advisors Inc. 0.66% Add +4.0% 8,820 $5.8M
Perspective Wealth Advisors LLC 3.73% Add +1.9% 8,801 $5.7M
Affiance Financial, LLC 0.93% Reduce -1.4% 8,773 $5.7M
Dogwood Wealth Management LLC 2.49% No change 8,773 $5.7M
Vanguard Personalized Indexing Management, LLC 0.06% Add +2.3% 8,738 $5.7M
Pinnacle Wealth Planning Services, Inc. 0.59% Add +5.1% 8,726 $5.7M
Kera Capital Partners, Inc. 0.70% Reduce -0.5% 8,720 $5.7M
Ayalon Insurance Comp Ltd. 1.16% Add +9.9% 8,703 $5.7M
Sonoma Private Wealth LLC 6.99% Add +3.4% 8,697 $5.7M
Tempus Wealth Planning, LLC 1.30% Reduce -0.7% 8,682 $5.7M
Truefg, LLC 1.50% Reduce -3.4% 8,680 $5.7M
Colony Family Offices, LLC 1.40% Add +13.8% 8,677 $5.7M
Keystone Financial Services, LLC 3.81% Add +2.4% 8,675 $5.7M
Accelerate Investment Advisors LLC 3.77% Add +17.1% 8,650 $5.6M
Legacy Advisory Services, LLC 4.31% Add +1.8% 8,646 $5.6M
Semus Wealth Partners LLC 3.15% Add +8.0% 8,644 $5.6M
Kennicott Capital Management LLC 3.08% Reduce -0.5% 8,643 $5.6M
Opulen Financial Group LLC 3.97% Add +11.1% 8,641 $5.6M
Forte Asset Management LLC 2.47% Reduce -22.3% 8,599 $5.6M
HM Payson & Co. 0.08% Add +7.8% 8,570 $5.6M
Nicholas Hoffman & Company, LLC. 0.13% Reduce -0.8% 8,555 $5.6M
Quadcap Wealth Management, LLC 0.64% Add +0.2% 8,555 $5.6M
Forum Financial Management, LP 0.08% Reduce -8.8% 8,546 $5.6M
BCU Wealth Advisors, LLC 2.08% Add +30.0% 8,546 $5.6M
WESPAC Advisors, LLC 3.05% Reduce -37.0% 8,535 $5.6M
Mayport, LLC 1.03% Add +120.0% 8,520 $5.6M
Kwmg, LLC 0.46% Reduce -0.1% 8,498 $5.6M
HUB Investment Partners, LLC 0.14% Add +25.7% 8,495 $5.5M
Two West Capital Advisors LLC 2.93% Add +27.9% 7,741 $5.5M
Stonebridge Financial Planning Group, LLC 2.03% Reduce -5.4% 8,470 $5.5M
Arista Wealth Management, LLC 0.67% Add +0.8% 8,446 $5.5M
St. Johns Investment Management Company, LLC 2.32% Reduce -2.8% 8,426 $5.5M
Reflection Asset Management 3.36% Add +13.1% 7,626 $5.5M
M3 Advisory Group, LLC 3.39% Add +0.3% 8,408 $5.5M
Curtis Wealth Management LLC 5.15% Add +33.9% 8,403 $5.5M
Coastline Complete Wealth LLC 3.40% Add +0.3% 8,394 $5.5M
Peak Asset Management, LLC 0.97% Reduce -0.5% 8,384 $5.5M
Financial Concepts Unlimited, Inc. 4.91% — 8,380 $5.5M
American Trust 0.48% Reduce -5.6% 8,345 $5.5M
Advisor OS, LLC 0.39% Add +103.4% 8,332 $5.4M
Brookwood Investment Group LLC 0.69% Reduce -1.4% 8,308 $5.4M
1834 Investment Advisors Co. 0.67% Reduce -4.1% 8,273 $5.4M
Zacks Investment Management 0.04% Add +29.8% 8,213 $5.4M
ATX Financial Planning, LLC 4.07% Reduce -10.4% 8,207 $5.4M
Sprinkle Financial Consultants LLC 2.47% Add +2.3% 8,155 $5.3M
Winthrop Capital Management, LLC 1.37% Reduce -28.0% 8,154 $5.3M
Financial Council, LLC 2.05% Reduce -0.5% 8,151 $5.3M
Medallion Wealth Advisors, LLC 1.74% Add +6.3% 8,139 $5.3M
Journey Advisory Group, LLC 0.46% Reduce -22.2% 8,137 $5.3M
Seven Springs Wealth Group, LLC 1.25% Reduce -0.1% 8,125 $5.3M
Patten & Patten Inc. 0.32% Reduce -0.2% 8,123 $5.3M
Northland Securities, Inc. 5.03% Add +1.3% 8,090 $5.3M
Carret Asset Management, LLC 0.52% Add +5.3% 8,063 $5.3M
Americana Partners, LLC 0.14% Add +2.9% 8,062 $5.3M
Morling Financial Advisors, LLC 1.62% Reduce -0.5% 8,055 $5.3M
Raleigh Capital Management Inc. 1.81% Add +33.8% 8,050 $5.3M
Franklin, Parlapiano, Turner & Welch, LLC 1.25% No change 7,364 $5.2M
49 Wealth Management, LLC 0.39% Reduce -2.4% 8,019 $5.2M
Nomura Asset Management Co. Ltd. 0.01% Reduce -73.5% 8,010 $5.2M
Bluespring Wealth Management, LLC 0.45% Reduce -0.1% 7,990 $5.2M
Florida Trust Wealth Management Co 0.15% Add +26.2% 7,975 $5.2M
Quad-Cities Investment Group, LLC 2.08% Reduce -1.5% 7,975 $5.2M
Capstone Wealth Management, Inc. 4.41% Add +2.1% 7,878 $5.2M
Davis R M Inc. 0.09% Add +33.5% 7,942 $5.2M
Traynor Capital Management, Inc. 0.31% Add +4.2% 8,163 $5.2M
Beacon Bank & Trust 1.06% Add +4.4% 7,932 $5.2M
Wealth Advisors of Iowa, LLC 1.60% Reduce -9.0% 7,931 $5.2M
Rockwood Wealth Management, LLC 0.37% Add +1.0% 7,898 $5.2M
ADG Wealth Management Group, LLC 3.56% Add +0.1% 7,892 $5.2M
Access Financial Services, Inc. 1.83% Reduce -0.3% 7,887 $5.2M
Milestone Asset Management Group, LLC 3.01% Add +0.3% 7,885 $5.2M
Burling Wealth Partners, LLC 0.83% Add +8.2% 7,855 $5.1M
Schmidt P J Investment Management Inc. 0.86% Add +3.5% 7,836 $5.1M
Rinkey Investments 1.31% Reduce -0.1% 7,831 $5.1M
Milestone Asset Management, LLC 0.94% Add +624.4% 7,809 $5.1M
Pachira Investments Inc. 2.38% Reduce -9.7% 7,799 $5.1M
Quadrant Private Wealth Management, LLC 0.79% Reduce -10.5% 7,796 $5.1M
Sage Financial Group Inc. 0.33% Add +18.0% 7,795 $5.1M
Smith Thornton Advisors LLC 2.56% Reduce -0.9% 7,792 $5.1M
Hilltop Holdings Inc. 0.46% Reduce -18.4% 7,773 $5.1M
University of Texas/Texas Am Investment Management Co. 0.74% Add +2.6% 7,763 $5.1M
Stage Harbor Financial, LLC 3.36% Reduce -3.2% 7,755 $5.1M
Mitchell Capital Management Co. 0.93% Reduce -2.6% 7,732 $5.1M
SBI Okasan Asset Management Co.Ltd. 0.21% Add +25.0% 7,952 $5.0M
Alpha Advisors, LLC 3.98% Reduce -1.0% 7,728 $5.0M
Woodmont Investment Counsel LLC 0.31% Add +7.7% 7,727 $5.0M
Financial Perspectives, Inc 1.40% Add +2.7% 7,685 $5.0M
Spectrum Strategic Capital Management, LLC 2.69% Reduce -5.3% 7,649 $5.0M
Rossby Financial, LCC 1.04% Add +61.0% 7,586 $5.0M
Macroview Investment Management LLC 3.48% Add +3.4% 7,629 $5.0M
Auxano Advisors, LLC 0.99% Reduce -0.8% 7,628 $5.0M
Aufman Associates Inc 2.44% Reduce -1.0% 7,626 $5.0M
Quest 10 Wealth Builders, Inc. 4.36% Add +0.8% 7,616 $5.0M
Armbruster Capital Management, Inc. 0.82% Add +14.8% 7,615 $5.0M
AA Financial Advisors, LLC 0.70% Reduce -21.8% 7,592 $5.0M
World Equity Group, Inc. 1.28% Reduce -3.7% 7,539 $4.9M
Rathbones Group PLC 0.02% Reduce -3.3% 7,531 $4.9M
SHP Wealth Management 0.37% Reduce -4.4% 7,527 $4.9M
Avail Investment Partners, LLC 5.25% — 7,520 $4.9M
Kestra Investment Management, LLC 0.08% Add +14.7% 7,505 $4.9M
Perissos Private Wealth Management, LLC 4.25% Reduce -45.1% 7,504 $4.9M
Tufton Capital Management 0.89% Add +3.3% 7,501 $4.9M
Marathon Wealth Advisors LLC 2.00% Reduce -9.5% 7,476 $4.9M
Trust Co of the South 0.78% Reduce -0.6% 7,416 $4.8M
Infinity Wealth Counsel, LLC 4.45% Add +0.5% 7,413 $4.8M
Nemes Rush Group LLC 0.46% Reduce -6.6% 7,411 $4.8M
Triglav Investments, D.O.O. 0.34% Reduce -1.1% 7,405 $4.8M
Pettyjohn, Wood & White, Inc. 0.77% Reduce -0.0% 7,384 $4.8M
Madison Asset Management, LLC 0.06% Add +2.8% 7,378 $4.8M
Stegner Investment Associates Inc. 2.64% Add +0.6% 7,377 $4.8M
Debussy Capital Management LP 0.66% Reduce -0.9% 7,340 $4.8M
Edgemoor Investment Advisors, Inc. 0.38% Add +0.1% 7,338 $4.8M
Marex Group Ltd 0.05% Reduce -1.3% 7,337 $4.8M
Oxinas Partners, LLC 2.19% Add +5.7% 7,332 $4.8M
Piedmont Capital Management, LLC 3.19% Add +0.1% 7,325 $4.8M
Chilton Capital Management LLC 0.17% Add +7.0% 7,313 $4.8M
Atlas Brown,Inc. 1.44% Reduce -2.1% 7,309 $4.8M
Berkeley, Inc 1.60% Reduce -4.2% 7,295 $4.8M
Independence Bank of Kentucky 0.60% Add +0.3% 7,269 $4.7M
LVZ, Inc. 0.54% Reduce -12.4% 7,261 $4.7M
NorthStar Asset Management LLC 2.29% Reduce -1.0% 7,251 $4.7M
Winthrop Partners - WNY, LLC 2.52% Reduce -0.8% 7,233 $4.7M
Arcadia Wealth Management, Inc. 2.56% Add +17.6% 7,229 $4.7M
Cornell Pochily Investment Advisors, Inc. 1.39% Add +1.1% 7,226 $4.7M
Marietta Wealth Management, LLC 0.56% Reduce -3.2% 7,222 $4.7M
Paladin Advisory Group, LLC 3.58% Reduce -5.3% 7,204 $4.7M
West Paces Advisors Inc. 0.91% No change 7,200 $4.7M
Foresight Capital Management Advisors, Inc. 2.61% Add +1.4% 7,174 $4.7M
Raab & Moskowitz Asset Management LLC 1.04% Reduce -4.4% 7,172 $4.7M
TFO Wealth Partners, LLC 0.64% Add +0.0% 7,148 $4.7M
Harvey Capital Management Inc. 1.06% Reduce -0.2% 7,138 $4.7M
South Plains Financial, Inc. 2.71% Add +4.7% 7,134 $4.7M
Rockland Trust Co. 0.19% Reduce -34.2% 7,131 $4.7M
Bridgewater Advisors Inc. 0.28% Add +1.1% 6,229 $4.6M
PFG Investments, LLC 0.22% Reduce -33.1% 7,107 $4.6M
Wealthgarden F.S. LLC 3.16% Add +20.2% 7,095 $4.6M
SeaBridge Investment Advisors LLC 0.78% Add +2.1% 7,077 $4.6M
Palisade Capital Management, LP 0.17% Reduce -41.9% 7,066 $4.6M
New England Private Wealth Advisors LLC 0.53% Add +0.1% 7,062 $4.6M
KKM Financial LLC 0.82% No change 6,726 $4.6M
Petersen Hastings Wealth Advisors Inc. 0.42% Reduce -0.6% 7,053 $4.6M
Diversified Management Inc. 0.79% Add +7.5% 7,049 $4.6M
Comprehensive Financial Planning, Inc. 3.19% Add +11.3% 7,046 $4.6M
Hudson Bay Capital Management LP 0.03% New 7,000 $4.6M
Davidson Trust Co. 1.96% No change 6,975 $4.6M
McNaughton Wealth Management, LLC 1.88% Reduce -0.7% 6,967 $4.6M
Weaver Consulting Group 1.08% Reduce -0.4% 6,954 $4.5M
Harbor Asset Planning, Inc. 3.82% Add +0.3% 6,944 $4.5M
McMillan Office, Inc. 0.58% No change 6,944 $4.5M
Prostatis Group LLC 1.16% Reduce -20.2% 6,929 $4.5M
First Western Trust Bank 0.23% Add +66.7% 6,924 $4.5M
Stephen J. Garry & Associates, LLC 3.64% Reduce -6.9% 6,922 $4.5M
Inspire Advisors, LLC 0.37% Add +34.9% 6,913 $4.5M
Ellis Investment Partners, LLC 0.78% Reduce -0.3% 6,912 $4.5M
Bearing Point Capital, LLC 0.71% Reduce -5.6% 6,894 $4.5M
Summit Wealth Group LLC / Co. 0.47% Add +19.6% 6,884 $4.5M
O'Connor Financial Group LLC 1.84% Reduce -1.3% 6,870 $4.5M
Howard Financial Services, LTD. 0.51% Add +4.3% 6,867 $4.5M
LOM Asset Management Ltd 1.29% Reduce -1.9% 6,865 $4.5M
Cornerstone Partners Capital Management, LLC 11.12% Reduce -7.3% 6,858 $4.5M
Meridian Wealth Partners, LLC 0.61% Reduce -2.0% 6,850 $4.5M
Gallagher Fiduciary Advisors, LLC 0.17% Add +7.8% 6,848 $4.5M
Northeast Investment Management 0.18% Reduce -9.5% 6,826 $4.5M
Howard Wealth Management, LLC 1.87% Add +11.5% 6,813 $4.5M
Paces Ferry Wealth Advisors, LLC 1.85% Reduce -0.4% 6,811 $4.4M
Everhart Financial Group, Inc. 0.38% Add +14.3% 6,811 $4.4M
Three Seasons Wealth, LLC 1.69% Reduce -7.1% 6,776 $4.4M
Sage Capital Advisors,llc 1.03% Add +0.1% 6,769 $4.4M
Strategies Wealth Advisors, LLC 0.44% Add +1.1% 6,768 $4.4M
Cassilly Financial Group LLC 3.83% Add +4.8% 6,763 $4.4M
Measured Wealth Private Client Group, LLC 1.20% Reduce -5.2% 6,749 $4.4M
New Jersey Better Educational Savings Trust 7.21% New 6,724 $4.4M
BOS Asset Management, LLC 1.12% Reduce -15.5% 6,704 $4.4M
Stokes Family Office, LLC 0.45% Reduce -2.6% 6,703 $4.4M
Sonata Capital Group Inc. 1.61% Reduce -0.0% 6,695 $4.4M
First American Trust, FSB 0.29% Reduce -4.7% 6,678 $4.4M
Discipline Wealth Solutions, LLC 0.46% Add +17.1% 6,671 $4.4M
First United Bank & Trust 1.41% Reduce -0.9% 6,654 $4.3M
Oakwell Private Wealth Management, LLC 0.77% No change 6,645 $4.3M
WNY Asset Management, LLC 0.45% — 6,643 $4.3M
Capital Asset Managemnet, LLC 4.87% Add +33.1% 6,623 $4.3M
Vision Retirement, LLC 1.23% Reduce -20.9% 6,622 $4.3M
Forza Wealth Management, LLC 1.50% Add +6.8% 6,598 $4.3M
Helium Advisors LLC 4.12% Reduce -0.5% 6,589 $4.3M
GAMMA Investing LLC 0.20% Reduce -15.7% 6,575 $4.3M
Edmond DE Rothschild Holding S.A. 0.06% Reduce -21.9% 6,568 $4.3M
Thrive Wealth Management, LLC 0.64% Add +6.6% 6,556 $4.3M
Insight Advisors, LLC/ PA 0.81% Reduce -9.0% 6,549 $4.3M
Boston Family Office LLC 0.28% Reduce -0.2% 6,537 $4.3M
Jackson, Grant Investment Advisers, Inc. 1.42% Reduce -1.1% 6,514 $4.3M
W1M Asset Management Ltd 0.05% Add +16.7% 6,495 $4.2M
Straight Path Wealth Management 1.13% Add +0.3% 6,490 $4.2M
Investors Research Corp 0.81% Add +0.1% 6,486 $4.2M
First Business Financial Services, Inc. 0.38% Add +10.2% 6,474 $4.2M
Intelligent Financial Strategies 2.20% Add +0.0% 6,463 $4.2M
Mairs & Power Inc. 0.04% Reduce -0.3% 6,461 $4.2M
Triune Financial Partners, LLC 1.00% Reduce -2.4% 6,460 $4.2M
Harbour Capital Advisors, LLC 0.80% Add +0.3% 5,899 $4.2M
J.M. Arbour, LLC 4.04% Add +36.4% 6,445 $4.2M
Cary Street Partners Investment Advisory LLC 1.07% Add +16.0% 6,439 $4.2M
Plum Street Advisors, LLC 1.45% Reduce -4.0% 6,429 $4.2M
Lifelong Wealth Advisors, Inc. 1.12% Add +10.8% 6,427 $4.2M
Polymer Capital Management (HK) LTD 0.59% Add +18.5% 6,400 $4.2M
Richard W. Paul & Associates, LLC 1.41% Reduce -6.6% 6,396 $4.2M
B&D White Capital Company, LLC 0.52% Reduce -80.6% 6,383 $4.2M
Kaydan Wealth Management, Inc. 1.39% Add +2.5% 6,383 $4.2M
Michels Family Financial, LLC 3.00% Reduce -0.3% 6,360 $4.2M
Koesten, Hirschmann & Crabtree, INC. 2.02% No change 6,352 $4.1M
Sandhill Capital Partners LLC 0.36% Add +130.1% 6,351 $4.1M
OFS Enterprise LLC 1.22% — 6,349 $4.1M
Portside Wealth Group, LLC 0.56% Reduce -7.7% 6,346 $4.1M
Flywheel Private Wealth LLC 2.36% Reduce -1.3% 6,346 $4.1M
CoreFirst Bank & Trust 2.20% Add +4.5% 6,345 $4.1M
Cahill Financial Advisors Inc. 0.45% Reduce -8.4% 6,337 $4.1M
Kohmann Bosshard Financial Services, LLC 0.40% No change 6,317 $4.1M
Hill Island Financial LLC 1.00% Reduce -0.1% 6,303 $4.1M
Allen Investment Management, LLC 0.05% Add +4.5% 6,301 $4.1M
Arlington Trust Co LLC 0.36% No change 6,296 $4.1M
GDS Wealth Management 0.25% Add +3.9% 6,276 $4.1M
Torrey-Payne Wealth Management, LLC 3.76% Add +6.0% 6,269 $4.1M
O'Keefe Stevens Advisory, Inc. 1.01% New 6,268 $4.1M
Laurel Wealth Planning LLC 2.16% Add +3.1% 6,260 $4.1M
First County Bank 2.19% No change 6,235 $4.1M
Romano Brothers and Company 0.46% Reduce -0.5% 6,234 $4.1M
Beverly Hills Private Wealth, LLC 0.69% Add +2.1% 6,225 $4.1M
Southern Michigan Bank & Trust 1.56% — 6,221 $4.1M
Antonelli Financial Advisors, LLC 2.80% Reduce -25.4% 6,213 $4.1M
Wealth Management Nebraska 0.41% Add +0.4% 6,205 $4.1M
ZWJ Investment Counsel Inc. 0.15% Reduce -0.8% 6,186 $4.0M
BCS Private Wealth Management, Inc. 1.23% No change 6,178 $4.0M
Evensky & Katz LLC 0.23% Reduce -3.5% 6,138 $4.0M
SMART Wealth LLC 1.17% Add +65.1% 6,137 $4.0M
Tudor Financial Inc. 2.04% Reduce -1.5% 6,121 $4.0M
Mezzasalma Advisors, LLC 1.02% Add +18.9% 6,116 $4.0M
Gilliland Jeter Wealth Management LLC 1.18% Reduce -0.5% 6,106 $4.0M
American Financial Advisors, LLC 0.53% Reduce -2.6% 6,099 $4.0M
Plan Group Financial, LLC 0.93% Reduce -20.9% 6,088 $4.0M
L.K. Benson & Company, P.C. 1.31% Add +1.1% 6,081 $4.0M
Clifford Swan Investment Counsel LLC 0.14% Reduce -2.0% 6,079 $4.0M
ERn Financial, LLC 0.74% Reduce -1.0% 6,060 $4.0M
Sanchez Gaunt Capital Management, LLC 2.47% — 6,045 $3.9M
Oakworth Capital, Inc. 0.21% Reduce -0.8% 6,031 $3.9M
Invested Advisors 3.97% Reduce -0.4% 6,012 $3.9M
Retirement Management Systems Inc. 0.95% Reduce -2.7% 6,007 $3.9M
McAlister, Sweet & Associates, Inc. 2.44% Reduce -0.2% 6,006 $3.9M
ORBA Wealth Advisors, L.L.C. 4.65% Add +1.6% 5,970 $3.9M
WestHill Financial Advisors, Inc. 0.74% Reduce -1.9% 5,953 $3.9M
Legacy Financial Advisors, Inc. 0.54% Add +2.1% 5,953 $3.9M
Old Mission Investment Co LLC 0.91% Reduce -0.4% 5,943 $3.9M
Schneider Downs Wealth Management Advisors, LP 0.43% Add +0.9% 5,936 $3.9M
Fulcrum Capital LLC 0.83% Reduce -6.6% 5,885 $3.8M
Eaton Financial Holdings Company, LLC 1.26% Reduce -15.3% 5,871 $3.8M
Woodley Farra Manion Portfolio Management Inc. 0.19% Add +4.2% 5,860 $3.8M
Asset One Wealth Management LLC 0.42% Reduce -4.7% 5,406 $3.8M
Equitable Trust Co. 0.18% No change 5,842 $3.8M
Capital Investment Management, Inc. 1.31% Add +48.4% 5,840 $3.8M
Fonville Wealth Management LLC 0.73% Add +4.1% 5,838 $3.8M
Alaethes Wealth, LLC 1.10% Add +0.5% 5,824 $3.8M
Gemmer Asset Management LLC 0.30% Reduce -1.2% 5,814 $3.8M
Cim, LLC 0.55% Reduce -10.8% 5,802 $3.8M
Renasant Bank 2.68% Add +251.0% 5,795 $3.8M
Sculati Wealth Management, LLC 1.40% Add +1.4% 5,786 $3.8M
Ruggaard & Associates LLC 1.49% Reduce -3.3% 5,774 $3.8M
Tennessee Valley Asset Management Partners 0.50% Add +60.1% 5,771 $3.8M
Motco 0.35% Reduce -22.4% 5,768 $3.8M
Fortis Group Advisors, LLC 0.62% Reduce -29.1% 5,204 $3.7M
Blodgett Wealth Advisors, LLC 2.97% Add +2.0% 5,737 $3.7M
Aaron Wealth Advisors LLC 0.22% Reduce -4.5% 5,732 $3.7M
Ipswich Investment Management Co., Inc. 0.88% Add +0.3% 5,731 $3.7M
PGIM Custom Harvest LLC 0.06% Add +6.3% 5,724 $3.7M
First National Bank & Trust Co. of Newtown 0.80% Add +48.9% 5,701 $3.7M
Leeward Financial Partners, LLC 1.10% Reduce -2.3% 5,676 $3.7M
Mason & Associates, LLC 0.85% No change 5,661 $3.7M
Aspen Investment Management Inc 1.13% Add +2.4% 5,660 $3.7M
Gilpin Wealth Management, LLC 2.93% Reduce -1.1% 5,658 $3.7M
Biltmore Family Office, LLC 0.52% Add +2.1% 5,657 $3.7M
Mattson Financial Services, LLC 0.88% Add +67.3% 5,650 $3.7M
Richmond Investment Services, LLC 0.60% Add +25.6% 5,648 $3.7M
Ridgepath Capital Management LLC 1.83% Add +5.8% 5,644 $3.7M
Alterna Wealth Management, Inc. 2.79% Add +26.4% 5,630 $3.7M
Cape Investment Advisory, Inc. 1.22% Add +36.5% 5,619 $3.7M
IMA Advisory Services, Inc. 0.36% No change 5,617 $3.7M
Lincoln Capital Corp. 1.35% Reduce -15.9% 5,602 $3.7M
Frank, Rimerman Advisors LLC 0.24% No change 5,595 $3.7M
Summit Financial Wealth Advisors, LLC 0.52% Add +44.8% 5,577 $3.6M
FSM Wealth Advisors, LLC 0.47% Add +2.2% 5,566 $3.6M
REAP Financial Group, LLC 0.72% Add +19.9% 5,556 $3.6M
Corsicana & Co. 2.29% Reduce -1.6% 6,439 $3.6M
Condor Capital Management 0.30% Reduce -2.9% 5,508 $3.6M
Lyell Wealth Management, LP 0.26% Reduce -1.7% 5,501 $3.6M
Roxbury Financial LLC 3.22% Add +5.5% 5,490 $3.6M
Berman McAleer LLC 0.49% Add +1.7% 5,489 $3.6M
ARS Investment Partners, LLC 0.19% Add +0.1% 5,487 $3.6M
Obsidian Cio, LLC 3.21% Add +5.5% 5,483 $3.6M
One Charles Private Wealth Services, LLC 0.89% Add +0.6% 5,442 $3.6M
Tenzing Financial LLC 2.67% Reduce -0.1% 5,150 $3.6M
Wealth Care LLC 3.15% — 5,423 $3.5M
Old North State Trust, LLC 2.09% No change 5,396 $3.5M
Arcus Capital Partners, LLC 1.27% Reduce -52.9% 5,396 $3.5M
2UniFi Bank 1.70% Reduce -36.6% 5,384 $3.5M
Stenger Family Office, LLC 0.62% Add +0.0% 5,354 $3.5M
Redwood Wealth Management Group, LLC 1.51% Reduce -0.5% 5,350 $3.5M
Essential Partners LLC 1.18% Add +5.3% 5,350 $3.5M
Newport Capital Group, LLC 2.13% No change 5,346 $3.5M
Asset Dedication, LLC 0.24% Add +3.1% 5,329 $3.5M
Elwood & Goetz Wealth Advisory Group, LLC 0.59% Reduce -2.0% 5,315 $3.5M
Evergreen Wealth Partners LLC 2.64% Add +97.8% 5,290 $3.5M
Goodman Financial Corp 0.59% No change 5,278 $3.4M
Schnieders Capital Management, Llc. 0.55% Reduce -0.1% 5,266 $3.4M
Encompass Wealth Advisors, LLC 1.19% Reduce -3.1% 5,256 $3.4M
Certior Financial Group, LLC 2.19% Add +3.3% 5,254 $3.4M
Vigil Wealth Management, LLC 2.77% Reduce -2.7% 5,252 $3.4M
Global Strategic Investment Solutions, LLC 0.34% Add +0.1% 5,251 $3.4M
Mattern Wealth Management LLC 0.67% Reduce -4.4% 5,246 $3.4M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 5,245 $3.4M
Tolleson Wealth Management, Inc. 0.50% Reduce -9.7% 5,240 $3.4M
Mogy Joel R Investment Counsel Inc. 0.21% No change 5,229 $3.4M
RAM Investment Partners, LLC 0.60% Add +323.7% 5,228 $3.4M
Barnes Pettey Financial Advisors, LLC 1.49% Add +3.1% 5,225 $3.4M
Lansing Street Advisors 0.86% Reduce -2.8% 5,222 $3.4M
Appleton Partners Inc. 0.24% Reduce -0.3% 5,208 $3.4M
Security Benefit Life Insurance Co. 1.80% Reduce -20.0% 5,200 $3.4M
Elmwood Wealth Management, Inc. 0.94% New 5,196 $3.4M
Donaldson Capital Management, LLC 0.11% Reduce -3.8% 5,191 $3.4M
Hopwood Financial Services, Inc. 2.28% Add +8.2% 5,180 $3.4M
Tranquility Partners, LLC 1.27% Reduce -0.4% 5,171 $3.4M
Maripau Wealth Management LLC 1.48% Add +19.7% 5,162 $3.4M
Global Financial Private Client, LLC 1.10% Add +5.0% 5,154 $3.4M
Arcadia Investment Advisors LLC 1.59% Reduce -0.1% 5,147 $3.4M
Balefire, LLC 0.63% Reduce -29.4% 5,109 $3.3M
Stewardship Concepts Financial Services LLC 2.61% Add +11.5% 5,103 $3.3M
Private Capital Management, LLC 0.34% Add +3.4% 5,081 $3.3M
Sunpointe, LLC 1.09% Add +1074.5% 5,074 $3.3M
Cullen/Frost Bankers, Inc. 0.04% Add +7.5% 5,049 $3.3M
Itau Unibanco Holding S.A. 0.08% Reduce -88.7% 5,039 $3.3M
Evanson Asset Management, LLC 0.18% Reduce -0.0% 5,033 $3.3M
Arbor Trust Wealth Advisors, LLC 1.44% Reduce -1.4% 5,025 $3.3M
Arcadia Investment Management Corp. 0.56% Reduce -3.0% 5,021 $3.3M
Vontobel Holding Ltd. 0.01% Reduce -9.7% 5,018 $3.3M
Investment Partners, LTD. 1.17% Reduce -2.3% 5,013 $3.3M
Cidel Asset Management Inc. 0.18% No change 5,009 $3.3M
Edgestream Partners, L.P. 0.11% Reduce -79.8% 4,997 $3.3M
Westfuller Advisors, LLC 1.41% Add +18.2% 4,991 $3.3M
Gibbs Wealth Management 0.43% Add +151.9% 4,977 $3.3M
McIlrath & Eck, LLC 0.24% Reduce -3.6% 4,969 $3.2M
Sterling Wealth Advisors Inc 1.85% Reduce -0.8% 4,557 $3.2M
Premier Path Wealth Partners, LLC 0.42% Add +3.6% 4,964 $3.2M
Centaurus Financial, Inc. 0.15% Add +1.9% 4,964 $3.2M
Praetorian Wealth Management, Inc. 0.62% Reduce -0.8% 4,768 $3.2M
First Bancorp, Inc 1.60% Reduce -11.8% 4,932 $3.2M
Rothschild & Co Wealth Management UK Ltd 0.05% No change 4,929 $3.2M
GHP Investment Advisors, Inc. 0.13% Add +6.6% 4,923 $3.2M
Capital Advantage, Inc. 0.42% Add +1.6% 4,892 $3.2M
Family Manage LLC 0.38% Add +0.1% 4,883 $3.2M
SRH Advisors, LLC 0.91% No change 4,879 $3.2M
Warner Financial, Inc. 1.09% Reduce -0.2% 4,863 $3.2M
Optivise Advisory Services LLC 1.92% Add +6.6% 4,855 $3.2M
Hughes Financial Services, LLC 0.49% Reduce -0.9% 4,843 $3.2M
Total Clarity Wealth Management, Inc. 0.74% Add +0.3% 4,843 $3.2M
Eagle Bay Advisors LLC 2.78% Reduce -17.9% 4,823 $3.2M
Caldwell Sutter Capital, Inc. 1.28% Reduce -0.5% 4,821 $3.1M
Signature Resources Capital Management, LLC 1.49% Add +3.5% 4,819 $3.1M
Warm Springs Advisors Inc. 2.67% Add +1.9% 4,809 $3.1M
Mullaney, Keating & Wright, Inc. 1.71% Add +0.3% 4,808 $3.1M
Silver Oak Securities, Incorporated 0.23% Reduce -51.1% 4,807 $3.1M
Capital Investment Counsel, LLC 0.43% Add +44.0% 4,803 $3.1M
Delta Wealth Advisors LLC 2.38% Reduce -5.2% 4,795 $3.1M
Texas Yale Capital Corp. 0.09% Reduce -0.0% 4,794 $3.1M
Strategic Investment Advisors / MI 0.22% Add +73.6% 4,794 $3.1M
Donor Advised Charitable Giving, Inc. 0.08% Reduce -0.4% 4,794 $3.1M
Gratus Wealth Advisors, LLC 0.45% Add +0.3% 4,788 $3.1M
Upper Left Wealth Management, LLC 1.85% Add +6.0% 4,784 $3.1M
Ballast Rock Private Wealth LLC 1.73% Add +0.2% 4,779 $3.1M
Clarity Capital Advisors, LLC 1.45% Add +0.2% 4,778 $3.1M
Twelve Points Wealth Management LLC 0.69% Reduce -0.3% 4,770 $3.1M
TRB Wealth Management, LLC 0.44% — 4,770 $3.1M
Birmingham Capital Management Co. Inc. 1.31% No change 4,768 $3.1M
Alerus Financial NA 0.15% Reduce -0.7% 4,750 $3.1M
HHM Wealth Advisors, LLC 0.36% Add +38.1% 4,741 $3.1M
Magnolia Capital Advisors LLC 0.61% Add +7.2% 4,726 $3.1M
Athena Wealth Management, LLC 2.52% Reduce -0.1% 4,723 $3.1M
Alteri Wealth LLC 1.00% Add +1.3% 4,720 $3.1M
Kavar Capital Partners Group, LLC 0.39% Add +0.0% 4,714 $3.1M
Knightsbridge Asset Management, LLC 0.42% Reduce -1.7% 4,711 $3.1M
Melfa Wealth Management, Inc. 1.77% Reduce -1.4% 4,707 $3.1M
Obermeyer Wealth Partners 0.14% Add +20.1% 4,707 $3.1M
Centric Wealth Management 0.61% Reduce -1.8% 4,262 $3.1M
CWS Financial Advisors, LLC 0.79% Reduce -6.0% 4,705 $3.1M
Flatrock Wealth Partners LLC 1.38% Add +9.9% 4,701 $3.1M
PMG Wealth Management, Inc. 2.21% Reduce -5.0% 4,694 $3.1M
Private Wealth Partners, LLC 0.24% Reduce -20.2% 4,694 $3.1M
TRUE Private Wealth Advisors 0.29% Add +1.6% 4,674 $3.1M
HBW Advisory Services LLC 0.32% Reduce -6.8% 4,664 $3.0M
Ackerman Capital Advisors, LLC 0.62% Reduce -0.0% 4,649 $3.0M
M1 Capital Management LLC 1.40% Reduce -1.0% 4,643 $3.0M
Clearwater Capital Advisors, LLC 0.24% Add +4.8% 4,629 $3.0M
Darrow Company, Inc. 1.36% Reduce -0.9% 4,621 $3.0M
Barnes Dennig Private Wealth Management LLC 2.99% Add +2.3% 4,617 $3.0M
Retirement Investment Advisors, Inc. 0.24% No change 4,395 $3.0M
Pathfinder Wealth Consulting, Inc. 1.94% Reduce -11.5% 4,590 $3.0M
Impact Partnership Wealth, LLC 0.37% Add +4.6% 4,582 $3.0M
Allegheny Financial Group 0.40% Add +9.6% 4,566 $3.0M
NYL Investors LLC 1.12% No change 4,554 $3.0M
Potentia Wealth 1.15% Add +7.2% 4,547 $3.0M
Lincoln Capital LLC 0.56% Reduce -4.5% 4,548 $3.0M
Generation Capital Management LLC 2.17% Reduce -4.9% 4,546 $3.0M
MBM Wealth Consultants, LLC 0.68% Add +1.1% 4,540 $3.0M
JTC Employer Solutions Trustee Ltd 0.25% Reduce -35.4% 4,537 $3.0M
Cove Private Wealth, LLC 0.68% Add +280.4% 4,535 $3.0M
Panoramic Investment Advisors, LLC 1.60% Add +1.3% 4,534 $3.0M
B.O.S.S. Retirement Advisors, LLC 0.90% Reduce -20.1% 4,531 $3.0M
Thurston, Springer, Miller, Herd & Titak, Inc. 1.22% Reduce -4.8% 4,528 $3.0M
Segment Wealth Management, LLC 0.17% Add +1.2% 4,520 $3.0M
Central Bank & Trust Co. 0.46% Reduce -1.5% 4,514 $2.9M
Capital Advisors, Ltd. LLC 0.33% Reduce -74.2% 4,512 $2.9M
Meyer Handelman Co. 0.09% Reduce -2.2% 4,506 $2.9M
Old Port Advisors 0.68% Reduce -22.4% 4,493 $2.9M
True North Advisors, LLC 0.33% Add +56.3% 4,493 $2.9M
United Advisor Group, LLC 0.36% Reduce -36.4% 4,478 $2.9M
SilverOak Wealth Management LLC 0.46% Reduce -39.8% 4,476 $2.9M
RCS Financial Planning, LLC 1.52% Reduce -63.1% 4,475 $2.9M
Forefront Analytics, LLC 2.66% Reduce -5.0% 4,474 $2.9M
Banque Cantonale Vaudoise 0.11% Reduce -0.8% 4,463 $2.9M
PCG Wealth Advisors, LLC 0.74% Add +5.1% 4,460 $2.9M
Beacon Financial Advisory LLC 0.66% Reduce -3.5% 4,458 $2.9M
Pennington Partners & Co., LLC 1.00% Add +11.3% 4,458 $2.9M
Granville Capital, Inc. 1.52% Reduce -16.7% 4,452 $2.9M
Mengis Capital Management, Inc. 0.50% Reduce -0.3% 4,449 $2.9M
Highline Wealth Partners LLC 0.74% Add +99.1% 4,441 $2.9M
Courage Miller Partners, LLC 0.82% Add +0.0% 4,432 $2.9M
Mayfair Advisory Group, LLC 1.01% Add +0.4% 4,430 $2.9M
Valley Wealth Managers, Inc. 0.19% Reduce -1.8% 4,429 $2.9M
Community Trust & Investment Co. 0.16% Reduce -2.9% 4,427 $2.9M
Mainstream Capital Management LLC 1.94% Reduce -0.3% 4,423 $2.9M
Fiduciary Alliance LLC 0.17% Add +46.7% 4,109 $2.9M
St Germain D J Co. Inc. 0.11% Add +2.1% 4,421 $2.9M
Beck Mack & Oliver LLC 0.06% No change 4,407 $2.9M
Montgomery Investment Management Inc. 0.98% Reduce -18.4% 4,394 $2.9M
Fiduciary Financial Advisors 2.56% — 4,396 $2.9M
Rik Saylor Financial, Inc. 2.18% Add +0.5% 4,393 $2.9M
Legacy Bridge, LLC 1.09% Add +778.6% 4,393 $2.9M
LTG Capital LLC 2.19% Add +2.8% 4,383 $2.9M
HTG Investment Advisors, Inc. 0.82% New 4,383 $2.9M
Alliance Wealth Advisors, LLC 0.62% Reduce -24.2% 4,381 $2.9M
Wealth Effects LLC 1.01% Add +2.3% 4,374 $2.9M
BlueSky Wealth Advisors, LLC 0.37% Reduce -16.4% 4,373 $2.9M
OneAscent Financial Services LLC 0.15% Add +100.2% 4,370 $2.9M
FF Advisors,LLC 1.16% Reduce -1.2% 4,010 $2.9M
Sound View Wealth Advisors Group, LLC 0.19% Reduce -9.9% 4,366 $2.9M
Moneywise, Inc. 1.24% Add +20.5% 4,363 $2.8M
Financial Gravity Asset Management, Inc. 0.51% Reduce -3.7% 4,353 $2.8M
Clarendon Private LLC 2.18% Add +34.3% 4,352 $2.8M
Capital Advisors Inc. 0.05% Reduce -0.4% 4,349 $2.8M
Cannon Financial Strategists, Inc. 0.37% Add +14.4% 4,347 $2.8M
Gallacher Capital Management LLC 1.09% Reduce -4.4% 4,342 $2.8M
Wealthfront Advisers LLC 0.01% Add +46.3% 4,329 $2.8M
Allie Family Office LLC 1.23% Add +65.7% 4,315 $2.8M
TD Asset Management Inc 0.00% Add +3.4% 4,313 $2.8M
Empirical Asset Management, LLC 0.74% Add +0.9% 4,302 $2.8M
Flavin Financial Services, Inc. 1.89% Add +0.3% 4,302 $2.8M
Financial Solutions Advisory Group, Inc. 0.39% — 4,293 $2.8M
Thompson David Blair 1.61% Reduce -9.2% 4,292 $2.8M
Walleye Trading LLC 0.06% Add +383.6% 4,285 $2.8M
Silvia McColl Wealth Management, LLC 1.84% No change 4,275 $2.8M
MB Generational Wealth, LLC 1.54% Reduce -11.4% 4,271 $2.8M
Archford Capital Strategies, LLC 0.32% No change 4,254 $2.8M
Cohen Capital Management, Inc. 0.43% Add +4.7% 4,242 $2.8M
Foster Dykema Cabot & Partners, LLC 0.18% Reduce -0.3% 4,240 $2.8M
Clarkston Capital Partners, LLC 0.21% Reduce -31.0% 4,238 $2.8M
Caerus Investment Advisors, LLC 1.17% No change 4,231 $2.8M
Plan A Wealth LLC 1.32% Add +0.6% 4,230 $2.8M
Firestone Capital Management 0.57% Reduce -15.8% 4,220 $2.8M
New Republic Capital, LLC 0.93% Add +2.6% 4,220 $2.8M
CapWealth Advisors, LLC 0.25% Reduce -1.9% 4,211 $2.8M
Beacon Capital Management, LLC 0.48% Add +20.0% 4,204 $2.7M
Walleye Partners, LLC 3.36% Reduce -3.8% 4,188 $2.7M
Walled Lake Planning & Wealth Management, LLC 0.80% Reduce -5.8% 4,184 $2.7M
Round Rock Advisors LLC 0.42% Add +47.7% 4,172 $2.7M
One Wealth Management Investment & Advisory Services, LLC 3.27% Add +0.6% 4,158 $2.7M
Falcon Wealth Planning 0.18% Add +0.2% 4,145 $2.7M
Factor Wealth Management LTD 0.51% Add +60.0% 4,134 $2.7M
Paulson Wealth Management Inc. 0.63% Reduce -28.9% 4,122 $2.7M
Operose Advisors LLC 0.62% Reduce -6.5% 4,111 $2.7M
Ironsides Asset Advisors, LLC 0.67% No change 4,100 $2.7M
tru Independence LLC 1.32% Reduce -3.5% 4,091 $2.7M
Resources Management Corp. /CT/ 0.35% Add +10.8% 4,089 $2.7M
Carrera Capital Advisors 0.41% Add +3.5% 4,085 $2.7M
Hobart Private Capital, LLC 0.52% Reduce -4.0% 4,082 $2.7M
Addison Capital Co 0.47% New 4,069 $2.7M
Henrickson Nauta Wealth Advisors, Inc. 0.74% Reduce -8.7% 4,055 $2.6M
Pacifica Partners Inc. 0.88% Add +18.0% 4,051 $2.6M
Advisory Alpha, LLC 0.07% Add +9.9% 4,027 $2.6M
CGN Advisors LLC 0.21% Add +0.0% 4,020 $2.6M
LongView Wealth Management 0.66% Add +9.7% 3,762 $2.6M
SeaCrest Wealth Management, LLC 0.28% Add +4.3% 3,997 $2.6M
Everest Financial Group LLC 0.43% New 3,995 $2.6M
Client 1ST Advisory Group, LLC 0.79% Add +0.7% 3,994 $2.6M
Park Capital Management, LLC / WI 2.54% Reduce -1.8% 3,987 $2.6M
Curbstone Financial Management Corp 0.50% Add +3.7% 3,976 $2.6M
Wealthcare Capital Management LLC 0.26% Reduce -3.0% 3,974 $2.6M
Murphy, Middleton, Hinkle & Parker, Inc. 1.20% New 3,972 $2.6M
UNIVEST FINANCIAL Corp 0.15% Reduce -8.7% 3,960 $2.6M
Financial Consulate, Inc. 0.32% Add +4.7% 3,950 $2.6M
Bath Savings Trust Co 0.28% Add +32.2% 3,942 $2.6M
Sentinel Pension Advisors, LLC 0.38% Add +11.4% 3,935 $2.6M
Trust Co. of Toledo NA 0.24% Add +8.1% 3,925 $2.6M
TMB Capital Partners, LLC 0.86% Reduce -3.5% 3,924 $2.6M
W.H. Cornerstone Investments Inc. 1.60% Add +0.3% 3,921 $2.6M
Opus Capital Group, LLC 0.28% Reduce -6.1% 3,915 $2.6M
GW Henssler & Associates Ltd. 0.12% Reduce -36.9% 3,908 $2.6M
Decker Wealth Management LLC 0.58% No change 3,897 $2.5M
Briaud Financial Planning Inc 0.67% Add +0.1% 3,894 $2.5M
Clark Asset Management, LLC 0.24% Reduce -0.7% 3,893 $2.5M
Breakthru Advisory Services, LLC 4.07% Reduce -90.2% 3,886 $2.5M
Resurgent Financial Advisors LLC 0.92% Add +6.5% 3,875 $2.5M
Impact Capital Partners LLC 0.76% Reduce -2.4% 3,869 $2.5M
Key Financial Inc 0.45% No change 3,868 $2.5M
Aspire Capital Advisors LLC 0.57% Reduce -0.8% 3,844 $2.5M
Efficient Advisors, LLC 0.18% Reduce -10.3% 3,838 $2.5M
Roman Butler Fullerton & Co. 0.69% Reduce -1.6% 3,686 $2.5M
Bank Ozk 0.88% Add +7.0% 3,828 $2.5M
Denver PWM, LLC 0.86% Reduce -9.4% 3,370 $2.5M
Team Hewins, LLC 0.74% Reduce -0.3% 3,819 $2.5M
Precision Wealth Strategies, LLC 0.83% Reduce -10.6% 3,817 $2.5M
Tompkins Financial Corp. 0.20% Reduce -0.4% 3,816 $2.5M
Financial Symmetry Inc 0.89% Add +4.9% 3,450 $2.5M
Talon Private Wealth, LLC 0.33% — 3,810 $2.5M
Clarity Wealth Advisors, LLC 0.51% Reduce -1.1% 3,805 $2.5M
Centennial Bank 0.89% Reduce -1.3% 3,791 $2.5M
United Capital Management of KS, Inc. 0.37% Reduce -4.8% 3,783 $2.5M
Altiora Financial Group, LLC 0.41% Add +47.8% 3,779 $2.5M
Chatterton & Associates Inc. 1.73% Add +31.3% 3,608 $2.5M
Manchester Capital Management LLC 0.35% Add +5.2% 3,771 $2.5M
Formidable Asset Management, LLC 0.38% Add +1.7% 3,596 $2.5M
Cambria Investment Management, L.P. 0.14% Reduce -17.0% 3,770 $2.5M
Sage Rhino Capital LLC 0.46% Add +0.0% 3,767 $2.5M
Builder Investment Group Inc. 0.53% No change 3,765 $2.5M
Indiana Trust & Investment Management Co 0.76% Add +6.7% 3,760 $2.5M
Hyposwiss Advisors SA 2.42% No change 3,750 $2.4M
Bragg Financial Advisors, Inc 0.08% Add +17.5% 3,744 $2.4M
Envision Financial LLC 1.31% Add +9.7% 3,739 $2.4M
Alliance Private Wealth, LLC 0.88% Reduce -2.8% 3,738 $2.4M
Arsenal Capital Advisors LLC 1.77% No change 3,736 $2.4M
Weatherly Asset Management L. P. 0.20% No change 3,732 $2.4M
Hartford Funds Management Co LLC 0.21% Reduce -37.7% 3,702 $2.4M
Hollow Brook Wealth Management LLC 0.62% Reduce -50.4% 3,701 $2.4M
Texas Capital Bank Wealth Management Services Inc 0.14% Add +0.1% 3,694 $2.4M
Odyssey Capital Advisors, Inc. 2.16% Reduce -3.7% 3,691 $2.4M
McGlone Suttner Wealth Management, Inc. 0.32% Add +0.1% 3,688 $2.4M
Sanders Morris Harris LLC 0.39% New 3,685 $2.4M
Roble, Belko & Company, Inc 0.31% Add +37.1% 3,682 $2.4M
Shearwater Capital LLC 1.26% Add +104.4% 3,680 $2.4M
Sunflower Bank, N.A. 0.61% Reduce -0.1% 3,679 $2.4M
Aspire Private Capital, LLC 0.54% Add +22.4% 3,671 $2.4M
Goldstein Advisors, LLC 0.27% Add +4.9% 3,667 $2.4M
Arq Wealth Advisors, LLC 0.43% Reduce -0.1% 3,655 $2.4M
Valley National Advisers Inc. 0.31% Add +1.4% 3,652 $2.4M
Strategic Equity Management 0.90% Add +1.5% 3,649 $2.4M
Angeles Wealth Management, LLC 0.13% Reduce -2.7% 3,646 $2.4M
Francis Financial, Inc. 0.44% Reduce -1.9% 3,643 $2.4M
Trivium Point Advisory, LLC 0.43% Reduce -28.3% 3,642 $2.4M
Downshift Financial, LLC 1.23% Reduce -22.7% 3,335 $2.4M
Essex LLC 0.42% Add +1.4% 3,614 $2.4M
Schrum Private Wealth Management LLC 1.80% Reduce -1.2% 3,613 $2.4M
Relyea Zuckerberg Hanson LLC 0.24% No change 3,612 $2.4M
Scott Capital Advisors, LLC 0.48% Add +6.6% 3,453 $2.4M
Trinity Wealth Management, LLC 0.86% No change 3,589 $2.3M
Regimen Wealth, LLC 0.68% Reduce -20.5% 3,586 $2.3M
Graetz Wealth LLC 2.09% Add +0.3% 3,586 $2.3M
Truvestments Capital LLC 0.42% Reduce -2.7% 3,567 $2.3M
Vista Finance, LLC 1.85% Add +57.7% 3,564 $2.3M
Huntleigh Advisors, Inc. 0.40% Add +15.1% 3,555 $2.3M
Osborne Partners Capital Management, LLC 0.12% Reduce -15.9% 3,553 $2.3M
Wedgewood Investors Inc. 2.66% Reduce -1.4% 3,551 $2.3M
SOA Wealth Advisors, LLC. 0.44% Reduce -2.3% 3,551 $2.3M
KERR FINANCIAL PLANNING Corp 1.64% Add +6.4% 3,246 $2.3M
Greenspring Advisors, LLC 0.14% Reduce -2.9% 3,541 $2.3M
High Point Wealth Management, LLC 2.28% Reduce -2.6% 3,540 $2.3M
Moneco Advisors, LLC 0.18% Reduce -3.4% 3,538 $2.3M
Signature Wealth Management Partners, LLC 1.16% Add +7.0% 3,526 $2.3M
Urban Wealth Management, LLC 2.35% No change 3,516 $2.3M
Aspen Capital Management, LLC 0.57% Reduce -3.1% 3,514 $2.3M
Fiduciary Advisors, Inc. 1.72% Reduce -4.5% 3,514 $2.3M
Garden State Investment Advisory Services LLC 0.55% Reduce -13.1% 3,509 $2.3M
Spirepoint Private Client, LLC 0.22% Reduce -33.1% 3,511 $2.3M
Versant Capital Management, Inc 0.23% Reduce -2.8% 3,511 $2.3M
First PREMIER Bank 0.53% Reduce -0.7% 3,511 $2.3M
Adkins Seale Capital Management LLC 2.26% Reduce -2.6% 3,502 $2.3M
Disciplined Investments, LLC 0.82% Reduce -1.4% 3,491 $2.3M
Aviance Capital Partners, LLC 0.27% Add +0.2% 3,481 $2.3M
YANKCOM Partnership 0.93% Add +5.0% 3,480 $2.3M
Trust Co of Tennessee 0.42% Reduce -12.4% 3,473 $2.3M
Baker Tilly Wealth Management, LLC 0.55% Add +3.9% 3,471 $2.3M
StoneCrest Wealth Management, Inc. 0.96% Reduce -2.5% 3,463 $2.3M
Union Bancaire Privee, UBP SA 0.03% Add +16.4% 4,305 $2.3M
Tradition Wealth Management, LLC 0.16% Add +3.4% 3,458 $2.3M
Glass Jacobson Investment Advisors llc 0.78% Reduce -8.0% 3,457 $2.3M
Octavia Wealth Advisors, LLC 0.22% Add +6.0% 3,457 $2.3M
1ST Source Bank 0.12% Reduce -2.1% 3,452 $2.3M
Weik Capital Management 0.90% Add +0.4% 3,443 $2.2M
Holistic Financial Partners 0.83% Add +71.4% 3,433 $2.2M
Live Oak Private Wealth LLC 0.31% Add +0.6% 3,410 $2.2M
Regent Peak Wealth Advisors LLC 0.45% Add +8.2% 3,409 $2.2M
Roan Capital Partners 2.06% — 3,409 $2.2M
Toth Financial Advisory Corp. 0.24% Add +5.0% 3,404 $2.2M
Berger Financial Group, Inc 0.12% Add +3.2% 3,402 $2.2M
Peak Financial Management, Inc. 0.56% Reduce -2.6% 3,398 $2.2M
Narus Financial Partners, LLC 0.58% Add +0.6% 3,397 $2.2M
NTV Asset Management LLC 0.24% Reduce -7.5% 3,392 $2.2M
Huntington National Bank 0.02% New 3,392 $2.2M
Commerce Advisors, LLC 1.86% — 3,378 $2.2M
Van Strum & Towne Inc. 0.64% Reduce -12.0% 3,361 $2.2M
Root Financial Partners, LLC 0.10% Add +27.9% 3,345 $2.2M
Old Second National Bank of Aurora 0.45% No change 3,334 $2.2M
Quattro Advisors LLC 1.89% Add +20.4% 3,331 $2.2M
Evolution Wealth Management Inc. 1.59% Add +4.0% 3,329 $2.2M
MJP Associates Inc. 0.26% Reduce -1.3% 3,327 $2.2M
Raffa Wealth Management, LLC 0.34% Add +0.3% 3,315 $2.2M
Meadowbrook Advisors Group, LLC 1.29% Reduce -1.3% 3,314 $2.2M
Corundum Trust Company, INC 4.93% Add +12.3% 3,306 $2.2M
First Merchants Corp. 0.08% Reduce -0.8% 3,302 $2.2M
Riversedge Advisors, LLC 0.35% Reduce -4.5% 3,291 $2.1M
Matrix Asset Advisors Inc. 0.20% Add +0.3% 3,289 $2.1M
Morton Capital Management LLC 0.32% Add +11.0% 3,286 $2.1M
Lantern Wealth Advisors, LLC 1.10% Add +53.5% 3,284 $2.1M
SlateStone Wealth, LLC 0.18% Reduce -0.1% 3,283 $2.1M
Ellevest, Inc. 0.30% Add +0.8% 3,283 $2.1M
Laurel Wealth Advisors LLC 0.21% Add +2.8% 2,894 $2.1M
Boston Trust Walden Corp 0.02% Add +2.3% 3,281 $2.1M
Searle & Co. 0.54% No change 3,274 $2.1M
Iowa State Bank 0.39% Add +2.3% 3,273 $2.1M
Values Added Financial LLC 0.90% No change 3,272 $2.1M
Tower Bridge Advisors 0.21% New 3,266 $2.1M
WJ Wealth Management, LLC 1.00% Reduce -5.8% 3,264 $2.1M
Seeds Investor LLC 0.29% Add +417.8% 3,050 $2.1M
Brandywine Trust Co. 0.39% No change 3,255 $2.1M
J2 Capital Management Inc 1.46% Add +7.8% 3,250 $2.1M
Ceera Investments, LLC 0.93% Add +22.9% 3,246 $2.1M
Howland Capital Management LLC 0.08% Reduce -2.1% 3,243 $2.1M
626 Financial, LLC 0.95% Add +736.4% 3,237 $2.1M
21 West Wealth Management LLC 1.96% Reduce -0.9% 3,236 $2.1M
Burton Enright Welch 0.29% Reduce -2.2% 3,235 $2.1M
VestGen Investment Management 1.16% Add +18.8% 3,218 $2.1M
Forbes J M & Co. LLP 0.18% Add +0.4% 3,210 $2.1M
North Star Asset Management Inc. 0.09% Reduce -2.9% 3,207 $2.1M
CDM Financial Counseling Services, Inc. 2.00% Add +7.0% 3,198 $2.1M
F&V Capital Management, LLC 0.44% No change 3,194 $2.1M
Griffin Asset Management, Inc. 0.24% Reduce -1.0% 3,191 $2.1M
Maple Capital Management, Inc. 0.14% Reduce -7.9% 3,188 $2.1M
Petros Family Wealth, LLC 1.48% Reduce -16.2% 3,174 $2.1M
Counterweight Ventures, LLC 1.16% Reduce -7.0% 3,164 $2.1M
Granite FO LLC 1.22% Reduce -7.4% 3,160 $2.1M
Castle Wealth Management LLC 0.67% Reduce -0.8% 3,157 $2.1M
Lazard Freres Gestion S.A.S. 0.04% No change 3,150 $2.1M
Werba Rubin Papier Wealth Management 0.29% Reduce -1.8% 3,145 $2.1M
James Investment Research, Inc. 0.23% Reduce -0.9% 3,144 $2.1M
Grandfield & Dodd, LLC 0.12% Reduce -4.3% 3,144 $2.1M
Fingerlakes Wealth Management, Inc. 1.36% Add +4.4% 3,143 $2.1M
Redwood Investment Management, LLC 0.25% Add +23.4% 3,139 $2.1M
Retirement Planning Group, LLC / NY 1.32% Add +72.0% 3,139 $2.1M
Rodgers & Associates, LTD 0.21% Add +2.3% 3,132 $2.0M
Pacific Park Financial, Inc. 1.34% Reduce -15.3% 3,131 $2.0M
Sachetta, LLC 1.11% Reduce -2.6% 3,131 $2.0M
Smith Salley Wealth Management 0.10% Add +0.1% 3,120 $2.0M
Farmers Trust Co. 0.32% Reduce -5.1% 3,112 $2.0M
STAR Financial Bank 0.96% Reduce -16.5% 3,111 $2.0M
Fortress Financial Group, LLC 1.50% No change 3,108 $2.0M
Signature Equity Partners, LLC 1.09% Reduce -2.2% 3,105 $2.0M
Tableaux LLC 0.98% Reduce -1.4% 3,103 $2.0M
Greenwich Wealth Management LLC 0.08% Add +2.1% 3,101 $2.0M
Performance Wealth Partners, LLC 0.06% Add +1.1% 3,095 $2.0M
Collective Family Office LLC 0.45% Reduce -2.4% 3,089 $2.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -0.7% 2,955 $2.0M
Realta Investment Advisors 0.70% Reduce -0.2% 3,084 $2.0M
Kagan Cocozza Asset Management 1.42% Reduce -1.1% 3,080 $2.0M
Aerodigm Wealth, LLC 0.76% Add +0.7% 3,079 $2.0M
Arbor Wealth Advisors LLC 1.41% Add +0.3% 3,078 $2.0M
Advance Capital Management, Inc. 0.08% Add +10.9% 3,065 $2.0M
Continental Investors Services, Inc. 1.88% Add +2.7% 2,680 $2.0M
Keb Asset Management, LLC 0.38% No change 3,045 $2.0M
Frontier Asset Management, LLC 0.42% Reduce -7.5% 3,036 $2.0M
Integras Partners LLC 1.30% Reduce -5.1% 3,036 $2.0M
Next Level Private LLC 0.45% Add +160.2% 3,034 $2.0M
Zullo Investment Group, Inc. 0.75% Add +0.8% 3,029 $2.0M
PSI Advisors, LLC 0.48% Reduce -5.7% 3,025 $2.0M
Creative Financial Designs Inc. 0.12% Reduce -14.8% 3,023 $2.0M
Plancorp, LLC 0.06% Add +0.9% 2,893 $2.0M
Thayer Partners, LLC / MA 0.94% Add +3.6% 3,018 $2.0M
TCV Trust & Wealth Management, Inc. 0.16% Add +4.4% 3,012 $2.0M
Tobias Financial Advisors, Inc. 0.27% Reduce -9.6% 3,009 $2.0M
Nest Investments, LLC 1.60% Add +19.4% 3,009 $2.0M
Archer Investment Corp 0.42% Add +0.9% 3,003 $2.0M
Crusonia Wealth Advisors LLC 0.40% Add +0.4% 2,994 $2.0M
Austin Asset Management Co Inc 0.33% Add +1.5% 2,988 $2.0M
CNB Bank 0.82% No change 2,986 $2.0M
Johnson & White Wealth Management, LLC 0.82% Reduce -1.4% 2,984 $1.9M
Bolthouse Investments, LLC 1.76% Reduce -0.3% 2,982 $1.9M
Sankala Group LLC 1.60% Add +0.1% 3,027 $1.9M
My Personal CFO, LLC 0.85% Reduce -3.9% 2,972 $1.9M
GEM Asset Management, LLC 0.85% Add +0.5% 2,958 $1.9M
Epiq Partners, LLC 0.93% Add +0.5% 2,954 $1.9M
Capital Square, LLC 0.89% Reduce -7.8% 2,690 $1.9M
Atlantic Private Wealth, LLC 1.26% Reduce -8.3% 2,951 $1.9M
S Harris Financial Group, LLC 1.75% Reduce -2.6% 2,946 $1.9M
Lee Danner & Bass Inc. 0.12% No change 2,944 $1.9M
MKT Advisors LLC 0.64% Reduce -1.7% 2,892 $1.9M
Benin Management CORP 0.43% Add +0.3% 2,928 $1.9M
Spartan Wealth Advisory Services LLC 0.17% — 2,926 $1.9M
Cabot Wealth Management Inc. 0.22% Add +25.9% 2,916 $1.9M
DBK Financial Counsel, LLC 1.44% Reduce -12.1% 2,913 $1.9M
ZEGA Investments, LLC 0.36% Reduce -1.7% 2,907 $1.9M
Panagora Asset Management Inc. 0.01% Add +1.3% 2,904 $1.9M
Monetary Management Group Inc. 0.45% No change 2,900 $1.9M
Axiom Investors LLC 0.02% Add +11.5% 2,900 $1.9M
Generations Wealth, LLC 1.84% Reduce -0.7% 2,896 $1.9M
Westchester Capital Management, Inc. 0.38% No change 2,896 $1.9M
Evelyn Partners Asset Management Ltd 0.47% Add +5.6% 2,892 $1.9M
Bogart Wealth, LLC 0.07% Add +11.4% 2,881 $1.9M
Marco Investment Management LLC 0.14% Add +183.7% 2,880 $1.9M
Talisman Wealth Advisors LLC 1.51% Add +13.8% 2,878 $1.9M
Greenline Partners, LLC 0.20% No change 2,877 $1.9M
Cerro Pacific Wealth Advisors LLC 0.49% Reduce -14.9% 2,867 $1.9M
Brandywine Oak Private Wealth LLC 0.16% Add +0.2% 2,863 $1.9M
Moss Adams Wealth Advisors LLC 0.14% Add +0.0% 2,856 $1.9M
Worth Financial Advisory Group, LLC 0.81% Reduce -62.2% 1,912 $1.9M
Beto Financial Group, LLC 1.09% Reduce -9.7% 2,525 $1.9M
Rebalance, LLC 0.11% Add +0.3% 2,840 $1.9M
Parcion Private Wealth LLC 0.11% Reduce -99.7% 2,834 $1.9M
Institute for Wealth Management, LLC. 0.20% Add +6.7% 2,828 $1.8M
Goodwin Investment Advisory 2.20% No change 2,825 $1.8M
Lazari Capital Management, Inc. 0.65% Reduce -5.3% 2,820 $1.8M
Wealthquest Corp 0.13% Reduce -6.3% 2,814 $1.8M
Broussard Financial Group LLC 1.47% Reduce -5.6% 2,808 $1.8M
Cauble & Harre Wealth Management, Inc. 1.46% No change 2,472 $1.8M
Kornitzer Capital Management Inc. 0.04% Reduce -4.8% 2,792 $1.8M
Clarity Retirement & Wealth, LLC 1.47% Reduce -5.8% 2,787 $1.8M
First Community Trust NA 1.34% No change 2,785 $1.8M
Juncture Wealth Strategies, LLC 0.61% Add +0.9% 2,775 $1.8M
Capital Asset Advisory Services LLC 0.07% Add +39.4% 2,545 $1.8M
Hummer Financial Advisory Services Inc 1.28% Add +2.2% 2,774 $1.8M
Theory Financial LLC 0.64% Add +2.5% 2,773 $1.8M
Voisard Asset Management Group, Inc. 0.39% Add +0.6% 2,768 $1.8M
Beese Fulmer Investment Management, Inc. 0.12% Reduce -0.4% 2,752 $1.8M
Headinvest, LLC 0.37% Reduce -0.7% 2,744 $1.8M
Destiny Wealth Partners, LLC 0.20% Add +6.5% 2,740 $1.8M
Seneca Financial Advisors LLC 0.52% Add +0.1% 2,740 $1.8M
Brown Miller Wealth Management, LLC 0.51% Reduce -0.1% 2,737 $1.8M
Founders Grove Wealth Partners, LLC 0.41% No change 2,732 $1.8M
Navis Wealth Advisors, LLC 0.91% Add +2.2% 2,726 $1.8M
Quent Capital, LLC 0.13% Reduce -1.6% 2,725 $1.8M
Fullerton Fund Management Co Ltd. 0.14% Reduce -54.1% 2,724 $1.8M
Shade Tree Advisors LLC 1.27% No change 2,722 $1.8M
Oak Harvest Investment Services 0.18% Reduce -6.6% 2,708 $1.8M
RoundAngle Advisors LLC 1.32% Add +1.6% 2,708 $1.8M
Kelman-Lazarov, Inc. 0.25% Add +4.1% 2,703 $1.8M
Saxon Interests, Inc. 0.61% Reduce -0.5% 2,699 $1.8M
Amicus Financial Advisors, LLC 0.49% Reduce -2.9% 2,696 $1.8M
Sheridan Capital Management, LLC 0.93% Reduce -0.2% 2,692 $1.8M
Spectrum Advisors, Inc. 1.39% — 2,685 $1.8M
Northstar Advisory Group, LLC 0.67% Reduce -84.0% 2,685 $1.8M
Kings Path Partners LLC 0.60% Reduce -0.9% 2,678 $1.7M
Hudson Oak Wealth Advisory LLC 1.52% No change 2,674 $1.7M
Silverlake Wealth Management LLC 0.37% Add +74.1% 2,672 $1.7M
Parthenon LLC 0.20% Reduce -6.3% 2,672 $1.7M
Philadelphia Trust Co. 0.12% Reduce -8.8% 2,665 $1.7M
Uptown Financial Advisors LLC 1.41% Add +2.7% 2,661 $1.7M
Ridgeline Wealth Planning, LLC 1.27% Add +5.7% 2,657 $1.7M
Geometric Wealth Advisors 0.22% No change 2,654 $1.7M
Oregon Pacific Wealth Management, LLC 1.81% Add +19.9% 2,652 $1.7M
Code Waechter LLC 1.03% Reduce -0.8% 2,649 $1.7M
DDD Partners, LLC 0.12% Reduce -10.1% 2,644 $1.7M
TruWealth Advisors, LLC 0.08% Add +1.4% 2,643 $1.7M
BNP Paribas 0.05% Reduce -61.0% 2,634 $1.7M
Second Line Capital, LLC 0.32% Add +2.9% 2,373 $1.7M
Family Wealth Partners, LLC 0.58% No change 2,622 $1.7M
Islay Capital Management, LLC 0.87% Add +28.8% 2,610 $1.7M
Bay Capital Advisors, LLC 1.05% Add +0.1% 2,600 $1.7M
Excalibur Management Corp. 0.61% No change 2,596 $1.7M
Frederick Financial Consultants, LLC 0.84% Add +17.1% 2,592 $1.7M
Calton & Associates, Inc. 0.24% Reduce -12.5% 2,592 $1.7M
River Street Advisors LLC 0.57% Add +21.4% 2,586 $1.7M
DV Trading LLC 0.15% Add +19.0% 2,583 $1.7M
Aegis Wealth Management, Inc. 1.33% Add +28.3% 2,583 $1.7M
Drake & Associates, LLC 0.32% Add +2.3% 2,580 $1.7M
Intelligence Driven Advisers, LLC 0.29% Reduce -0.7% 2,580 $1.7M
Cura Wealth Advisors, LLC 0.75% No change 2,579 $1.7M
Sbe LLC Dba Cedar Cove Wealth Partners 0.88% Reduce -2.5% 2,578 $1.7M
Wealth Advisory Solutions, LLC 0.37% Reduce -2.4% 2,576 $1.7M
Faithward Advisors, LLC 0.24% Reduce -0.9% 2,573 $1.7M
Bank of Marin 1.22% Add +13.1% 2,562 $1.7M
Vigilare Wealth Management 0.57% Reduce -7.8% 2,562 $1.7M
Wills Financial Group LLC 0.63% Add +0.2% 2,243 $1.7M
Summit Wealth Group, LLC 0.38% Reduce -0.4% 2,559 $1.7M
Outbound Financial Inc 1.25% No change 2,558 $1.7M
Elevated Capital Advisors, LLC 0.42% Reduce -48.0% 2,554 $1.7M
Main Street Research LLC 0.10% Add +102.7% 2,554 $1.7M
Teamwork Financial Advisors, LLC 0.18% Add +59.2% 2,545 $1.7M
Range Advisory, LLC 0.31% Add +79.9% 2,526 $1.6M
Sageworth Trust Co of South Dakota 1.30% No change 2,519 $1.6M
Sensible Money, LLC 0.50% Add +31.0% 2,519 $1.6M
Hardin Capital Partners, LLC 0.76% Reduce -1.3% 2,508 $1.6M
Investment Planning Advisors, Inc. 0.45% Add +2.8% 2,505 $1.6M
Sterling Capital Management LLC 0.03% Add +0.2% 2,503 $1.6M
Hutchens & Kramer Investment Management Group, LLC 0.52% Reduce -37.9% 2,497 $1.6M
Tritonpoint Wealth, LLC 0.17% Reduce -14.0% 2,493 $1.6M
Israel Discount Bank of New York 3.57% Reduce -9.2% 2,493 $1.6M
Atlatl Advisers LLC 1.21% Reduce -52.0% 2,491 $1.6M
S&T Bank 0.61% No change 2,488 $1.6M
Coastal Bridge Advisors, LLC 0.12% Add +21.8% 2,488 $1.6M
McGuire Investment Group, LLC 0.18% Add +5.7% 2,487 $1.6M
Magnolia Private Wealth, LLC 1.08% Reduce -27.7% 2,485 $1.6M
Range Financial Group LLC 0.54% Add +0.2% 2,483 $1.6M
Christensen, King & Associates Investment Services, Inc. 0.70% Reduce -6.5% 2,481 $1.6M
Violich Capital Management, Inc. 0.19% Add +9.3% 2,479 $1.6M
Acorn Financial Advisory Services Inc. 0.22% Reduce -8.4% 2,478 $1.6M
Asset Advisors Investment Management, LLC 0.15% No change 2,476 $1.6M
MMBG Investment Advisors Co. 0.15% Reduce -10.8% 2,474 $1.6M
Tanglewood Legacy Advisors, LLC 0.58% No change 2,468 $1.6M
Waterfront Wealth Inc. 0.30% Reduce -1.7% 2,463 $1.6M
Hickory Point Bank & Trust 1.06% Add +7.0% 2,461 $1.6M
Accretive Wealth Partners, LLC 0.45% Reduce -0.6% 2,459 $1.6M
Frisch Financial Group, Inc. 0.34% Reduce -0.9% 2,459 $1.6M
IPG Investment Advisors LLC 0.28% Add +304.9% 2,458 $1.6M
Family Office Research LLC 0.70% Add +0.1% 2,453 $1.6M
Maridea Wealth Management LLC 0.23% Reduce -3.3% 2,449 $1.6M
Accurate Wealth Management, LLC 0.19% Reduce -15.0% 2,339 $1.6M
MBA Advisors LLC 0.61% Reduce -5.1% 2,444 $1.6M
Inspirion Wealth Advisors, LLC 0.20% Reduce -1.8% 2,443 $1.6M
Lawood & Co. 1.48% No change 2,435 $1.6M
Powers Advisory Group, LLC 0.56% Add +12.9% 2,432 $1.6M
Trinity Financial Advisors LLC 0.45% Reduce -13.3% 2,430 $1.6M
Fortitude Advisory Group L.L.C. 0.71% Reduce -7.0% 2,417 $1.6M
Argent Capital Management LLC 0.05% Reduce -62.0% 2,404 $1.6M
Evelyn Partners Investment Management LLP 0.04% Add +1.3% 2,403 $1.6M
Clientfirst Wealth Management, LLC 1.32% No change 2,391 $1.6M
High Probability Advisors, LLC 0.20% Reduce -29.1% 2,390 $1.6M
Birchwood Financial Partners, Inc. 1.50% Reduce -0.6% 2,387 $1.6M
Mechanics Bank Trust Department 0.22% Add +6.5% 2,387 $1.6M
Capital Management Associates, Inc 0.35% Reduce -45.0% 2,387 $1.6M
Carl P. Sherr & Co., LLC 0.73% No change 2,385 $1.6M
Proactive Wealth Strategies LLC 0.29% Add +117.4% 2,381 $1.6M
Pacific Excel Wealth Advisors, Inc. 1.63% Add +60.8% 2,378 $1.6M
Blue Capital, Inc. 1.01% Add +2.8% 2,379 $1.6M
Pitti Group Wealth Management, LLC 1.26% Add +6.6% 2,377 $1.6M
Mars Jewett Financial Group, Inc. 0.49% Add +0.3% 2,373 $1.6M
Vista Capital Partners, Inc. 0.16% Reduce -5.5% 2,368 $1.5M
Ehrlich Financial Group 0.89% Reduce -17.4% 2,368 $1.5M
marrick wealth, LLC 1.30% Reduce -43.4% 2,365 $1.5M
Tiemann Investment Advisors, LLC 0.60% Add +0.9% 2,361 $1.5M
NCM Capital Management, LLC 0.55% Reduce -2.7% 2,359 $1.5M
Painted Porch Advisors LLC 0.73% Reduce -50.3% 2,356 $1.5M
Everett Harris & Co. 0.02% No change 2,344 $1.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.36% Reduce -1.0% 2,344 $1.5M
Cora Capital Advisors LLC 0.51% No change 2,341 $1.5M
Pasadena Private Wealth, LLC 0.21% Reduce -4.1% 2,338 $1.5M
55 North Private Wealth, LLC 0.39% Add +143.1% 2,334 $1.5M
Leigh Baldwin & Co., LLC 0.98% Add +2.9% 2,330 $1.5M
E&G Advisors, LLC 0.34% Reduce -0.1% 2,325 $1.5M
SkyOak Wealth, LLC 0.28% Reduce -0.2% 2,319 $1.5M
Next Level Wealth Planning, LLC 0.78% Add +10.7% 2,316 $1.5M
Arthur M. Cohen & Associates, LLC 0.27% Add +0.2% 2,298 $1.5M
Lakewood Asset Management LLC 0.97% Reduce -12.1% 2,313 $1.5M
Avantra Family Wealth, Inc. 1.12% Reduce -0.3% 2,311 $1.5M
Cozad Asset Management Inc. 0.12% Reduce -1.6% 2,307 $1.5M
GLR Partners, LLC 0.82% — 2,307 $1.5M
Athena Investment Management 0.78% No change 2,307 $1.5M
Corrado Advisors, LLC 0.79% Add +0.3% 2,307 $1.5M
Cortland Associates Inc. 0.22% Reduce -13.9% 2,306 $1.5M
Southeast Asset Advisors, LLC 0.16% Add +8.7% 2,302 $1.5M
Guardian Asset Advisors, LLC 0.88% Reduce -2.9% 2,297 $1.5M
Pekin Hardy Strauss, Inc. 0.16% Reduce -4.1% 2,296 $1.5M
Lockerman Financial Group, Inc. 2.70% Add +40.6% 2,295 $1.5M
Whipplewood Advisors, LLC 0.78% Reduce -20.8% 2,295 $1.5M
KLCM Advisors, Inc. 0.13% Add +15.9% 2,294 $1.5M
Denver Wealth Management, Inc. 0.51% Add +161.5% 2,291 $1.5M
LCNB Corp. 0.50% Add +16.2% 2,288 $1.5M
Canopy Partners, LLC 0.51% No change 2,282 $1.5M
Strategic Investment Solutions, Inc. 0.36% Add +1.7% 2,281 $1.5M
Sompo Asset Management Co., Ltd. 0.27% Add +1.6% 2,281 $1.5M
Mosaic Family Wealth Partners, LLC 0.15% Add +59.1% 2,280 $1.5M
Legacy Wealth Managment, LLC 0.74% Add +56.0% 2,278 $1.5M
Brown Financial Advisory 0.74% Reduce -2.6% 2,274 $1.5M
Triton Financial Group Inc 2.58% Add +100.0% 2,210 $1.5M
WealthTrust Axiom LLC 0.36% Add +0.2% 2,260 $1.5M
HFG Advisors, Inc. 1.04% No change 2,259 $1.5M
Spinnaker Trust 0.08% Add +1.2% 2,257 $1.5M
Hibernia Wealth Partners, LLC 0.44% Add +4.8% 2,255 $1.5M
Reinhart Partners, Llc. 0.04% No change 2,245 $1.5M
Compass Capital Corp. /Ma/ 0.52% Add +0.1% 1,987 $1.5M
Integrity Wealth Solutions LLC 0.57% Add +0.3% 2,238 $1.5M
Hamilton Capital, LLC 0.08% Add +2.3% 2,234 $1.5M
Haverford Financial Services, Inc. 0.43% Reduce -14.2% 2,232 $1.5M
71 West Capital Partners 0.06% Add +12.2% 2,229 $1.5M
KG Capital Management 1.04% Reduce -15.3% 2,228 $1.5M
Peninsula Asset Management Inc. 0.74% Reduce -3.2% 2,212 $1.4M
Arbor Investment Advisors, LLC 0.19% No change 2,205 $1.4M
Emerald Investment Advisers, LLC 0.13% — 2,201 $1.4M
Gateway Investment Advisers LLC 0.02% Add +5.6% 2,191 $1.4M
TruNorth Capital Management, LLC 0.27% No change 2,190 $1.4M
Rollins Financial Advisors, LLC 0.23% Add +14.5% 2,183 $1.4M
Capital Squared Financial LLC 1.09% Reduce -0.9% 2,182 $1.4M
Autumn Glory Partners, LLC 0.52% No change 2,179 $1.4M
White Lighthouse Investment Management Inc. 0.20% Reduce -0.1% 2,172 $1.4M
Traub Capital Management LLC 1.41% No change 2,169 $1.4M
Randolph Co Inc 0.13% Reduce -7.7% 2,161 $1.4M
MBL Wealth, LLC 0.11% Add +0.2% 2,146 $1.4M
Rothschild Investment LLC 0.07% Add +23.5% 2,143 $1.4M
Hunter Perkins Capital Management, LLC 0.33% No change 2,140 $1.4M
J. Safra Sarasin Holding AG 0.02% Reduce -6.7% 2,199 $1.4M
West Wealth Group, LLC 0.28% Add +48.3% 2,135 $1.4M
A&I Financial Services, LLC 0.66% Add +11.7% 2,131 $1.4M
FMB Wealth Management 0.58% Add +1.2% 2,128 $1.4M
Patron Partners, LLC 0.61% Reduce -27.5% 2,127 $1.4M
Altfest L J & Co. Inc. 0.15% Add +3.2% 2,124 $1.4M
Black Swift Group, LLC 0.24% No change 2,121 $1.4M
Ervin Investment Management, LLC 0.81% Reduce -0.8% 2,120 $1.4M
Vista Investment Management 0.46% Add +6.3% 2,118 $1.4M
Chilton Investment Co. Inc. 0.03% Add +92.9% 2,118 $1.4M
Capital Investment Advisory Services, LLC 0.10% Reduce -90.6% 2,114 $1.4M
Principle Wealth Partners LLC 0.08% Add +1.6% 2,113 $1.4M
Independent Investors Inc. 0.27% No change 2,106 $1.4M
Stirlingshire Investments, Inc. 1.21% Add +35.6% 2,104 $1.4M
Midwest Heritage Bank, FSB 0.44% Reduce -0.1% 2,101 $1.4M
Mendel Capital Management LLC 0.69% — 2,100 $1.4M
Yarbrough Capital, LLC 0.05% No change 2,098 $1.4M
Harvest Investment Services, LLC 0.25% Reduce -11.9% 2,097 $1.4M
Financial Advisors Network, Inc. 0.19% Reduce -0.8% 2,094 $1.4M
Kathmere Capital Management, LLC 0.08% Reduce -0.8% 2,091 $1.4M
Center for Financial Planning, Inc. 0.14% Reduce -1.5% 2,089 $1.4M
Sequent Planning LLC 0.33% Add +18.6% 2,088 $1.4M
Cornerstone Wealth, LLC 0.77% — 1,904 $1.4M
Wallace Advisory Group, LLC 1.45% Reduce -2.3% 2,082 $1.4M
Miller Capital Partners, Inc. 0.66% Add +2.5% 2,081 $1.4M
Meeder Advisory Services, Inc. 0.06% Add +72.1% 2,079 $1.4M
Strata Wealth Advisors, LLC 0.37% Reduce -3.3% 2,071 $1.4M
Legacy Financial Group, Inc. 0.36% Reduce -3.0% 2,069 $1.4M
McClarren Financial Advisors, Inc. 0.80% Reduce -81.2% 2,066 $1.3M
Farmers National Bank 0.30% No change 2,066 $1.3M
Ballast Advisors LLC 0.39% Add +33.0% 2,566 $1.3M
Cannell & Spears LLC 0.03% Add +9.8% 2,052 $1.3M
Strive Financial Group ,LLC 0.71% Add +1.3% 2,050 $1.3M
Sacks & Associates, LLC 0.99% Reduce -2.9% 2,048 $1.3M
SmartHarvest Portfolios, LLC 0.56% Reduce -57.5% 2,044 $1.3M
Cannon Wealth Management Services, LLC 0.90% Reduce -0.3% 2,041 $1.3M
ABLE Financial Group, LLC 0.26% Reduce -5.3% 2,036 $1.3M
SLT Holdings LLC 0.94% Reduce -13.1% 2,033 $1.3M
Leonard Rickey Investment Advisors P.L.L.C. 0.23% Add +5.8% 2,029 $1.3M
Means Investment Co., Inc. 0.12% Reduce -1.7% 2,028 $1.3M
Roberts Wealth Advisors, LLC 0.34% Add +11.9% 2,027 $1.3M
Birchcreek Wealth Management, LLC 0.64% Add +13.4% 2,024 $1.3M
Accel Wealth Management 0.34% Reduce -13.1% 2,022 $1.3M
Indie Asset Partners, LLC 1.50% Reduce -0.1% 2,020 $1.3M
Crew Capital Management, Ltd 0.88% Add +0.1% 2,017 $1.3M
Pacific Point Advisors, LLC 0.69% Add +57.2% 2,006 $1.3M
Rock Point Advisors, LLC 0.35% Add +2.1% 2,006 $1.3M
F/m Investments LLC 0.09% Reduce -29.3% 1,981 $1.3M
Lavelle Capital LP 0.81% Reduce -17.2% 2,000 $1.3M
MADDEN SECURITIES Corp 0.39% No change 2,000 $1.3M
Marion Wealth Management 0.29% Reduce -3.3% 1,999 $1.3M
Tounjian Advisory Partners, LLC 0.47% Reduce -0.2% 1,992 $1.3M
Register Financial Advisors LLC 0.48% Add +3.7% 1,991 $1.3M
Indivisible Partners 0.11% Reduce -0.8% 1,988 $1.3M
Intergy Private Wealth, LLC 0.38% Reduce -1.2% 1,988 $1.3M
Focused Wealth Management, Inc 0.14% Reduce -0.8% 1,977 $1.3M
Prentiss Smith & Co. Inc. 0.75% No change 1,977 $1.3M
Crown Wealth Group, LLC 0.38% Reduce -7.0% 1,973 $1.3M
Goldenstone Wealth Management LLC 0.94% Add +0.2% 1,968 $1.3M
LexAurum Advisors, LLC 0.17% — 1,968 $1.3M
Ardent Capital Management, Inc. 0.55% No change 1,966 $1.3M
Novus Advisors, LLC 2.87% Reduce -2.4% 1,966 $1.3M
Van Diest Capital, LLC 1.01% Reduce -25.9% 1,965 $1.3M
Atticus Wealth Management, LLC 0.35% Add +34.0% 1,963 $1.3M
Avalon Trust Co 0.09% No change 1,961 $1.3M
17 Capital Partners, LLC 0.66% Add +3.0% 1,960 $1.3M
Balboa Wealth Partners 0.21% Reduce -5.5% 1,957 $1.3M
Wingate Wealth Advisors, Inc. 0.68% Reduce -0.8% 1,955 $1.3M
BDFS Capital LLC 0.61% Add +14.9% 1,953 $1.3M
Sierra Ocean, LLC 1.05% No change 1,950 $1.3M
Blue Sky Capital Consultants Group, Inc. 0.61% Add +540.8% 1,948 $1.3M
Sterling Wealth Management, Inc. 0.35% Reduce -4.3% 1,947 $1.3M
Fort Sheridan Advisors LLC 0.15% No change 1,942 $1.3M
CCG Wealth Management, LLC 0.34% Add +2.7% 1,936 $1.3M
Woodside Wealth Management LLC 0.99% Add +3.2% 1,935 $1.3M
Steelhead Wealth Management LLC 0.64% — 1,933 $1.3M
Intellus Advisors LLC 0.17% Add +59.6% 1,928 $1.3M
Elite Financial, Inc. 0.56% Reduce -2.5% 1,928 $1.3M
Jim Saulnier & Associates, LLC 0.61% Reduce -3.2% 1,926 $1.3M
Ballast, Inc. 0.29% Add +0.2% 1,920 $1.3M
Fayez Sarofim & Co 0.00% Reduce -38.1% 1,919 $1.3M
Three Bearings Fiduciary Advisors, Inc. 1.21% Reduce -10.8% 1,918 $1.3M
Northwest Financial Advisors 2.42% Reduce -1.9% 1,916 $1.3M
Adelphi Trust Co 1.02% Add +132.8% 1,916 $1.3M
Bci Securities, Inc. 12.30% Add +140.5% 1,912 $1.2M
Financial Network Wealth Advisors LLC 1.28% Add +2.5% 1,911 $1.2M
Affinity Wealth Management LLC 0.19% Add +0.1% 1,905 $1.2M
Summit Global Investments 0.07% Add +9.5% 1,903 $1.2M
Almanack Investment Partners, LLC. 0.21% Reduce -15.6% 1,902 $1.2M
Nichols & Pratt Advisers LLP 0.08% No change 327 $1.2M
Rather & Kittrell, Inc. 0.19% Reduce -1.3% 1,897 $1.2M
Morangie Management LLC 1.14% Reduce -3.2% 1,895 $1.2M
Sara-Bay Financial 0.37% Add +2.1% 1,890 $1.2M
Marble Harbor Investment Counsel, LLC 0.13% No change 1,887 $1.2M
Centerpoint Advisory Group 0.93% Add +4.1% 1,885 $1.2M
Financial Insights, Inc. 0.40% Reduce -18.2% 1,875 $1.2M
Planned Solutions, Inc. 0.40% Add +0.1% 1,875 $1.2M
Princeton Capital Management LLC 0.33% Reduce -0.3% 1,874 $1.2M
Bond & Devick Financial Network, Inc. 0.34% Reduce -2.6% 1,873 $1.2M
Foster & Motley Inc. 0.06% Add +23.5% 1,872 $1.2M
BFI Infinity Ltd. 0.68% Reduce -15.6% 1,868 $1.2M
GEN Financial Management, INC. 0.76% No change 1,868 $1.2M
Chicago Wealth Management, Inc. 0.49% No change 1,866 $1.2M
TrustBank 0.47% Add +1.9% 1,865 $1.2M
Dickmeyer Boyce Financial Management, Inc. 0.72% — 1,864 $1.2M
Gleason Group, Inc. 0.12% Add +0.1% 1,861 $1.2M
Clear Harbor Asset Management, LLC 0.08% Add +1.8% 1,857 $1.2M
BCS Wealth Management 0.25% Reduce -68.5% 1,854 $1.2M
Beutel, Goodman & Co Ltd. 0.01% Add +69.0% 1,849 $1.2M
Peck Wealth Management, LLC 1.21% Reduce -1.6% 1,846 $1.2M
Taylor Securities Services, Inc. 0.56% Add +11.9% 1,843 $1.2M
Life Planning Partners, Inc 0.91% Add +1.0% 1,826 $1.2M
Garrison Bradford & Associates Inc. 1.35% New 1,825 $1.2M
Advocacy Wealth Management, LLC 0.05% Add +1.2% 1,822 $1.2M
Rockbridge Investment Management, LCC 0.11% Reduce -4.2% 1,819 $1.2M
Connable Office Inc. 0.12% Add +7.8% 1,819 $1.2M
Brooklyn FI, LLC 0.25% Add +0.2% 1,817 $1.2M
Red Reef Advisors LLC 1.24% Add +9.3% 1,815 $1.2M
Blue Line Capital, LLC / IL 1.34% Reduce -15.9% 1,815 $1.2M
Independent Wealth Network Inc. 0.35% Add +7.3% 1,815 $1.2M
Smart Money Group LLC 0.34% Reduce -1.3% 1,811 $1.2M
Financially in Tune, LLC 1.02% Reduce -3.0% 1,808 $1.2M
Silicon Valley Capital Partners 0.12% Reduce -3.6% 1,804 $1.2M
McLean Asset Management Corp 0.21% No change 1,803 $1.2M
JM2 Capital Inc. 0.98% No change 1,801 $1.2M
Fiscal Wisdom Wealth Management, LLC 1.13% Add +40.3% 1,799 $1.2M
AssuredPartners Investment Advisors, LLC 0.13% Add +42.4% 1,774 $1.2M
Global View Capital Management LLC 0.31% Reduce -85.6% 1,794 $1.2M
Tanager Wealth Management LLP 0.11% Add +14.4% 1,788 $1.2M
SwitchPoint Financial Planning, LLC 0.79% No change 1,785 $1.2M
Worth Asset Management, LLC 0.43% Add +16.5% 1,783 $1.2M
Newman Dignan & Sheerar, Inc. 0.25% Add +28.9% 1,783 $1.2M
Barlow Wealth Partners, LLC 0.13% Add +10.4% 1,630 $1.2M
Citizens Business Bank 0.19% No change 1,776 $1.2M
Paladin Wealth, LLC 0.80% Add +73.5% 1,775 $1.2M
CMH Wealth Management LLC 0.20% New 1,775 $1.2M
Portland Financial Advisors Inc 2.41% Add +24.8% 1,774 $1.2M
J.Safra Asset Management Corp 0.06% No change 1,771 $1.2M
Aventus Investment Advisors, Inc. 0.98% Reduce -4.3% 1,768 $1.2M
10Elms LLP 0.80% Add +6696.1% 1,767 $1.2M
Sincerus Advisory, LLC 0.87% Add +13.7% 1,764 $1.2M
Councilor Wealth, LLC 0.56% Add +0.5% 1,761 $1.2M
Foster Victor Wealth Advisors, LLC 0.07% Add +47.5% 1,648 $1.1M
Clarity Financial LLC 0.12% Add +3.8% 1,750 $1.1M
Ameriflex Group, Inc. 0.58% Reduce -7.7% 1,746 $1.1M
Nvest Financial, LLC 0.42% Reduce -3.1% 1,741 $1.1M
Veracity Capital LLC 0.41% Add +7.7% 1,740 $1.1M
Cowa, LLC 0.33% Reduce -63.1% 1,814 $1.1M
Horizon Wealth Management, LLC 0.17% Add +0.9% 1,738 $1.1M
Sightline Wealth Advisors, LLC 0.48% Reduce -0.1% 1,737 $1.1M
Brookmont Capital Management 0.63% Add +5.8% 1,735 $1.1M
Keener Financial Planning LLC 0.48% No change 1,734 $1.1M
LMCG Investments, LLC 0.07% Add +4.8% 1,730 $1.1M
Poinciana Advisors Group, LLC 0.89% No change 1,729 $1.1M
Crux Wealth Advisors 0.43% Reduce -5.0% 1,727 $1.1M
Northwest Wealth Management, LLC 0.17% Reduce -2.3% 1,727 $1.1M
Atwood & Palmer Inc. 0.06% Reduce -2.8% 1,725 $1.1M
Aspen Wealth Management LLC 0.22% Add +0.5% 1,724 $1.1M
Juno Financial Group LLC 0.44% Add +0.3% 1,720 $1.1M
Redwood Financial Network Corp 0.73% Add +3.8% 1,716 $1.1M
Charter Capital Management, LLC\DE 0.56% Add +10.8% 1,716 $1.1M
Everest Private Wealth 0.57% Reduce -12.8% 1,716 $1.1M
Hamrick Investment Counsel, llc 0.62% Add +177.1% 1,715 $1.1M
Three Magnolias Financial Advisors, LLC 0.71% Add +159.9% 1,710 $1.1M
Bill Few Associates, Inc. 0.27% Add +18.1% 1,708 $1.1M
Sage Capital Management, LLC 0.52% Add +0.1% 1,703 $1.1M
Strategic Financial Services, Inc. 0.05% New 1,702 $1.1M
GKV Capital Management Co., Inc. 0.42% Reduce -9.4% 1,701 $1.1M
Timber Creek Capital Management LLC 0.27% No change 1,698 $1.1M
North Point Portfolio Managers Corp. 0.20% Add +32.4% 1,695 $1.1M
Regency Capital Management Inc.\DE 0.49% Add +2.2% 1,692 $1.1M
Stone Wealth Partners 0.99% Reduce -5.0% 1,687 $1.1M
Gerber, LLC 0.62% No change 1,685 $1.1M
Rockport Wealth LLC 0.20% No change 1,682 $1.1M
Sandbox Financial Partners, LLC 0.31% Reduce -1.4% 1,678 $1.1M
Lavaca Capital LLC 0.20% Add +0.5% 1,677 $1.1M
Insight Wealth Strategies, LLC 0.12% Reduce -3.4% 1,675 $1.1M
Selby Wealth Management, LLC 0.43% Add +4.6% 1,674 $1.1M
Financial Planning Navigators CORP 0.48% Reduce -1.6% 1,674 $1.1M
Montz Harcus Wealth Management LLC 0.44% Add +0.5% 1,674 $1.1M
Atlas Private Wealth Advisors 0.26% Add +72.5% 1,670 $1.1M
Agate Pass Investment Management, LLC 0.43% Reduce -0.2% 1,666 $1.1M
Balanced Wealth Group LLC 0.39% Reduce -12.5% 1,666 $1.1M
McRae Capital Management Inc. 0.23% Reduce -28.7% 1,661 $1.1M
Anchor Capital Advisors LLC 0.03% Reduce -11.7% 1,654 $1.1M
Correct Capital Wealth Management 0.20% No change 1,646 $1.1M
McHugh Group, LLC 0.64% No change 1,645 $1.1M
Aureum Wealth Management, LLC 0.75% Add +9.4% 1,644 $1.1M
Key Capital Management, INC 0.71% Add +380.4% 1,643 $1.1M
Align Financial, LLC 0.61% Reduce -99.8% 1,635 $1.1M
Quattro Financial Advisors LLC 0.32% Add +56.2% 1,634 $1.1M
Avantax Planning Partners, Inc. 0.03% Reduce -13.4% 1,633 $1.1M
Provenance Wealth Advisors, LLC 0.11% No change 1,624 $1.1M
Beck Capital Management, LLC 0.24% Reduce -52.9% 1,623 $1.1M
Equity Wealth Partners, LLC 0.68% Add +0.8% 1,621 $1.1M
Frazier Financial Advisors, LLC 0.59% Add +69.8% 1,618 $1.1M
Redmond Asset Management, LLC 0.29% Add +0.1% 1,616 $1.1M
Bitterroot Capital Advisors LLC 0.64% Add +0.2% 1,608 $1.1M
Seascape Capital Management 0.30% Add +0.1% 1,604 $1.0M
Silver Grove Financial Group, Inc. 0.84% Reduce -10.8% 1,602 $1.0M
FWL Investment Management, LLC 0.23% Add +6.4% 1,599 $1.0M
Marks Group Wealth Management, Inc 0.10% Reduce -20.5% 1,598 $1.0M
PW Nova Financial Services LLC 0.28% Reduce -0.6% 1,592 $1.0M
Merkkuri Wealth Advisors LLC 0.69% Reduce -1.9% 1,592 $1.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.22% Reduce -3.0% 1,590 $1.0M
Granite Bay Wealth Management, LLC 0.22% No change 1,588 $1.0M
46 Peaks LLC 0.76% No change 1,588 $1.0M
Valtrion Capital Management, LLC 0.97% Add +2.4% 1,578 $1.0M
SJS Investment Consulting Inc. 0.13% No change 1,574 $1.0M
Warwick Investment Management, Inc. 0.15% Add +2.8% 1,570 $1.0M
Independent Family Office, LLC 0.42% No change 1,568 $1.0M
Capital Developers, LLC 0.92% Reduce -2.3% 1,564 $1.0M
Dodds Wealth, LLC 0.25% Add +0.3% 1,558 $1.0M
D'Orazio & Associates, Inc. 0.13% Add +146.4% 1,557 $1.0M
Ceeto Capital Group, LLC 0.31% No change 1,556 $1.0M
Ramirez Asset Management, Inc. 0.12% No change 1,555 $1.0M
SP Asset Management LLC 0.09% Reduce -66.9% 1,554 $1.0M
TrinityBridge Ltd 0.03% Reduce -14.6% 1,547 $1.0M
VCI Wealth Management LLC 0.28% Add +8.1% 1,545 $1.0M
Bouchey Financial Group, Ltd. 0.07% Add +1.2% 1,476 $1.0M
Cardinal Point Capital Management ULC 0.06% Reduce -28.0% 1,539 $1.0M
Howard Bailey Securities, LLC 0.41% Reduce -29.2% 1,534 $1.0M
Copia Wealth Management 0.69% Reduce -33.4% 1,530 $999K
River's Edge Wealth Management, LLC 0.94% Reduce -0.2% 1,393 $999K
180 Wealth Advisors, LLC 0.11% Add +17.8% 1,529 $999K
Colter Lewis Investment Partners LLC 0.94% Reduce -85.2% 1,529 $999K
Karani Asset Management LLC 0.87% Add +0.2% 1,527 $997K
Objectivity Squared, LLC 0.63% Add +2.0% 1,525 $996K
Ascentis Wealth Management, LLC 0.21% Add +9.3% 1,522 $995K
Argentarii, LLC 0.35% Add +1.3% 1,522 $994K
Lake Hills Wealth Management, LLC 0.56% No change 1,520 $993K
Wealth Advisors of Tampa Bay, LLC 0.33% Reduce -0.1% 1,520 $993K
FSB Premier Wealth Management, Inc. 0.31% Reduce -13.1% 1,517 $991K
Reik & Co., LLC 0.27% No change 1,516 $990K
Fiduciary Financial Group, LLC 0.13% Add +6.5% 1,514 $989K
Hexagon Capital Partners LLC 0.14% New 1,514 $989K
Smart Portfolios, LLC 0.99% Reduce -0.2% 1,513 $988K
Vilga Financial Planning LLC 0.88% Add +0.1% 1,512 $988K
DDFG, Inc 0.21% Add +0.7% 1,510 $986K
Meritas Wealth Management, LLC 0.45% Add +5.5% 1,510 $986K
Florida Financial Advisors, LLC 0.24% Add +20.1% 1,504 $983K
Planning Center, Inc. 0.10% Reduce -16.0% 1,501 $980K
Avion Wealth 0.20% Reduce -10.1% 1,501 $980K
Asset Allocation Strategies LLC 0.17% Reduce -18.9% 1,500 $980K
RMR Capital Management, LLC 0.71% Reduce -3.4% 1,498 $979K
Kondo Wealth Advisors, Inc. 0.37% No change 1,496 $977K
Towneley Capital Management, Inc / DE 0.20% Add +0.2% 1,494 $976K
Skyline Advisors, Inc. 0.34% Reduce -0.1% 1,494 $976K
Peachtree Investment Partners, LLC 0.37% Add +31.1% 1,491 $974K
Portfolio Strategies, Inc. 0.12% Reduce -0.5% 1,485 $970K
Nicollet Investment Management, Inc. 0.33% No change 1,485 $970K
Capstone Wealth Management Group, LLC 0.41% Add +0.1% 1,482 $968K
Navellier & Associates Inc. 0.10% Reduce -1.1% 1,480 $967K
LifeWealth Investments, LLC 0.29% Reduce -27.3% 1,479 $966K
Muirfield Wealth Advisors LLC 0.71% Add +9.7% 1,474 $963K
PVG Asset Management Corp. 0.57% Reduce -2.5% 1,272 $962K
MN Wealth Advisors, LLC 0.47% Reduce -29.3% 1,472 $962K
TrueWealth Advisors, LLC 0.24% Add +7.8% 1,472 $962K
Mitchell McLeod Pugh & Williams Inc. 0.14% Reduce -1.2% 1,470 $960K
Pathway Financial Advisors LLC 0.12% Reduce -3.1% 1,456 $959K
Colorado Capital Management, Inc. 0.36% No change 1,467 $958K
WT Wealth Management 0.28% No change 1,465 $957K
Flagship Wealth Advisors, LLC 0.41% Add +0.5% 1,538 $955K
GLOBALT Investments LLC / GA 0.03% Reduce -3.2% 1,461 $954K
DSG Capital Advisors, LLC 0.15% No change 1,457 $952K
Team Financial Group, LLC 0.43% Add +4.5% 1,447 $945K
Green Ridge Wealth Planning LLC 0.50% No change 1,447 $945K
Capital City Trust Co. 0.22% Reduce -4.7% 1,446 $945K
Ifrah Financial Services, Inc. 0.25% Reduce -6.5% 1,445 $944K
Essential Investment Partners LLC 0.87% Add +0.5% 1,442 $942K
M. Kulyk & Associates, LLC 0.18% No change 1,442 $942K
InvesTrust 0.40% Reduce -2.2% 1,440 $941K
Gutierrez Wealth Advisory, LLC 0.58% Add +1.6% 1,431 $935K
Colonial River Investments, LLC 0.33% Reduce -17.4% 1,430 $934K
United Bank 0.31% Reduce -5.7% 1,430 $934K
Thryve Wealth Management LLC 0.62% Add +268.5% 1,426 $931K
Partners in Financial Planning 0.15% No change 1,417 $926K
J. Derek Lewis & Associates Inc. 0.21% Add +2.0% 1,412 $923K
Bennett Selby Investments LP 0.32% No change 1,408 $920K
Guardian Financial Partners, LLC 0.39% Reduce -13.1% 1,406 $918K
Highland Financial Advisors, LLC 0.24% Add +68.9% 1,405 $918K
ProVise Management Group, LLC 0.07% Reduce -1.1% 1,405 $918K
Staley Capital Advisers Inc. 0.04% Reduce -3.1% 1,403 $916K
Chatham Capital Group, Inc. 0.13% No change 1,402 $916K
Sequent Asset Management, LLC 0.44% Reduce -20.8% 1,401 $915K
Amplius Wealth Advisors, LLC 0.08% Add +0.3% 1,400 $914K
NBZ Investment Advisors LLC 0.40% No change 1,397 $913K
Peak Retirement Planning, Inc. 0.18% Add +15.3% 1,396 $912K
Investment Research & Advisory Group, Inc. 0.32% Reduce -3.5% 1,395 $911K
Prepared Retirement Institute LLC 0.45% Reduce -0.5% 1,394 $911K
Gibson Capital, LLC 0.17% No change 1,391 $909K
Safeguard Investment Advisory Group, LLC 0.25% Reduce -17.1% 1,387 $906K
Capstone Financial Advisors, Inc. 0.05% Add +4.4% 1,386 $906K
Pictet Asset Management Holding SA 0.00% Reduce -98.2% 1,386 $905K
Summit Investment Advisory Services, LLC 0.34% Reduce -0.4% 1,385 $905K
Chemistry Wealth Management LLC 0.16% Add +5.6% 1,380 $902K
Bensler, LLC 0.09% Add +3.4% 1,379 $901K
Bradyco, Inc. 0.70% Add +0.5% 1,379 $901K
Keating Financial Advisory Services, Inc. 0.15% Add +9.0% 1,379 $900K
Victory Financial Group, LLC 0.11% Add +9.4% 1,378 $900K
Aspiring Ventures, LLC 0.30% No change 1,376 $899K
Addison Advisors LLC 0.20% Reduce -13.0% 1,375 $898K
MeadowBrook Investment Advisors LLC 0.81% No change 1,374 $898K
Penney Financial, LLC 0.34% No change 1,374 $898K
Walter & Keenan Wealth Management LLC /in/ 0.25% No change 1,372 $896K
Tenret Co LLC 0.43% No change 1,371 $896K
Hall Laurie J Trustee 0.32% Add +72.8% 1,369 $894K
Washington Trust Advisors, Inc. 0.07% Reduce -40.5% 1,368 $893K
Prosperity Planning, Inc. 0.32% Add +50.1% 1,363 $890K
Capital Investment Services of America, Inc. 0.09% Add +0.8% 1,362 $890K
KFG Wealth Management, LLC 0.11% Reduce -1.9% 1,361 $889K
Johnson Bixby & Associates, LLC 0.11% Reduce -0.1% 1,359 $888K
Pearl Planning LLC 0.47% Reduce -0.1% 1,352 $883K
Cullen Investment Group, LTD. 0.12% Reduce -7.1% 1,350 $882K
Reicon Wealth Advisors, LLC 0.68% Add +6.2% 1,347 $880K
Elgethun Capital Management 0.15% No change 1,344 $878K
Virtue Capital Management, LLC 0.13% Reduce -50.1% 1,381 $877K
Shakespeare Wealth Management, LLC 0.21% Add +7.0% 1,341 $876K
Ethic Inc. 0.01% Add +40.6% 1,340 $875K
Littlejohn Financial Services, Inc. 0.66% Reduce -16.9% 1,338 $874K
Hemenway Trust Co LLC 0.07% No change 1,334 $871K
Plimoth Trust Co. LLC 0.19% Add +8.8% 1,333 $871K
Tandem Capital Management Corp. 0.43% Reduce -2.9% 1,326 $866K
Financial Futures Ltd Liability Co. 0.38% No change 1,326 $866K
Tenon Financial LLC 0.34% Reduce -19.3% 1,325 $866K
ARS Wealth Advisors Group, LLC 0.07% Reduce -0.5% 1,325 $865K
Delta Asset Management LLC 0.08% Reduce -6.8% 1,324 $865K
Peoples Financial Services Corp. 0.41% No change 1,323 $864K
City State Bank 0.22% No change 1,322 $864K
Heartwood Wealth Advisors LLC 0.08% New 1,320 $862K
Great Waters Wealth Management 0.09% Add +0.5% 1,317 $860K
Torrey Growth & Income Advisors 0.36% No change 1,330 $858K
City Holding Co. 0.11% Reduce -11.1% 1,310 $856K
LMG Wealth Partners, LLC 0.16% Reduce -0.8% 1,309 $855K
Monte Financial Group, LLC 0.30% Add +20.6% 1,308 $854K
Harrell Investment Partners, LLC 0.20% Reduce -4.5% 1,306 $853K
Elevation Wealth Management LLC 0.78% Reduce -1.2% 1,302 $851K
Convergence Financial, LLC 0.09% Add +3.3% 1,296 $849K
Hudson Capital Management LLC 0.23% Add +3.9% 1,298 $848K
Integral Investment Advisors, Inc. 0.21% Add +10.7% 1,297 $847K
Compton Wealth Advisory Group, LLC 0.19% No change 1,287 $847K
USAdvisors Wealth Management, LLC 0.28% Add +0.2% 1,335 $847K
Tucker Asset Management LLC 0.25% Reduce -15.5% 1,296 $847K
Culbertson A N & Co. Inc. 0.11% Reduce -6.8% 1,295 $846K
Hurley Capital, LLC 0.45% Add +23.5% 1,294 $845K
Shepherd Kaplan Krochuk, LLC 0.71% Reduce -3.7% 1,294 $845K
First Pacific Financial 0.11% Add +36.6% 1,294 $845K
N.E.W. Advisory Services LLC 0.06% Add +2.9% 1,291 $844K
Brooks, Moore & Associates, Inc. 0.42% Reduce -7.2% 1,290 $843K
Foguth Wealth Management, LLC. 0.10% Add +40.0% 1,107 $842K
Ignite Planners, LLC 0.13% Reduce -0.6% 1,288 $841K
Westbourne Investment Advisors, Inc. 0.25% Reduce -10.3% 1,288 $841K
Arrowroot Family Office, LLC 0.28% Add +1.0% 1,287 $840K
Arrow Financial Corp 0.08% Add +1.6% 1,286 $840K
Penobscot Investment Management Company, Inc. 0.07% Reduce -4.1% 1,285 $839K
RMG Wealth Management LLC 0.10% Reduce -17.3% 1,129 $839K
D L Carlson Investment Group Inc. 0.14% Reduce -1.1% 1,282 $837K
HRC Wealth Management, LLC 0.39% Add +3.7% 1,275 $833K
M.E. Allison & Co., Inc. 0.55% No change 1,275 $833K
Foundry Financial LLC 0.35% New 1,275 $833K
OMNI 360 Wealth, Inc. 0.43% Reduce -10.7% 1,275 $833K
FourThought Financial Partners, LLC 0.07% Reduce -0.1% 1,275 $833K
DHJJ Financial Advisors, Ltd. 0.28% Reduce -6.0% 1,274 $832K
Opal Wealth Advisors, LLC 0.19% Reduce -84.2% 1,274 $832K
Kassira Wealth Management LLC 0.76% No change 1,273 $832K
Noble Wealth Management PBC 0.43% Reduce -1.5% 1,272 $831K
Woodard & Co. Asset Management Group Inc. 0.13% Add +2.1% 1,266 $827K
Gordian Advisors LLC 0.55% Add +279.9% 1,265 $826K
Jackson Thornton Wealth Management, LLC 0.07% No change 1,209 $825K
Tsfg, LLC 0.13% Add +1.1% 1,261 $824K
Pinney & Scofield, Inc. 0.44% Add +11.2% 1,261 $824K
Tilson Financial Group, Inc. 0.25% Reduce -16.3% 1,256 $821K
Strategic Family Wealth Counselors, L.L.C. 0.21% No change 1,250 $817K
Hillman Capital Management, Inc. 0.57% Add +22.3% 1,250 $817K
Regatta Capital Group, LLC 0.12% Add +6.0% 1,247 $814K
Piedmont Capital Management, LLC 0.41% Add +11.9% 1,231 $814K
BostonPremier Wealth LLC 0.42% Add +0.1% 1,241 $810K
Inscription Capital, LLC 0.09% Reduce -11.1% 1,240 $810K
Prosperity Financial Group, Inc. 0.30% Reduce -8.8% 1,240 $810K
First National Bank Sioux Falls 0.22% Reduce -2.7% 1,143 $806K
Madden Advisory Services, Inc. 0.32% Reduce -23.4% 1,232 $805K
Horizons Wealth Management 0.54% Reduce -0.4% 1,232 $805K
Avant Financial Advisors LLC 0.56% Add +0.3% 1,226 $801K
Congress Asset Management Co. 0.01% Reduce -92.4% 1,226 $801K
William Mack & Associates, Inc. 0.46% Reduce -19.0% 1,226 $801K
Invera Wealth Advisors, LLC 0.51% Reduce -9.9% 1,225 $800K
Moment Partners, LLC 0.14% Reduce -0.5% 1,225 $800K
Innova Wealth Partners 0.38% No change 1,222 $798K
Members Trust Co 0.03% Add +1.2% 1,222 $798K
Conservest Capital Advisors, Inc. 0.07% Reduce -5.0% 1,217 $795K
Martin & Co. Inc. 0.14% No change 1,217 $795K
Ables, Iannone, Moore & Associates, Inc. 0.47% Add +11.2% 1,216 $794K
Charis Legacy Partners, LLC 1.16% No change 1,215 $794K
Hamilton Point Investment Advisors, LLC 0.12% No change 1,215 $794K
BXM Wealth LLC 0.61% Reduce -14.0% 1,211 $791K
Community Financial Services Group, LLC 0.14% Reduce -0.6% 1,202 $791K
First National Bank of Mount Dora, Trust Investment Services 0.17% Reduce -6.8% 1,210 $790K
Spartan Planning & Wealth Management 0.58% Reduce -44.0% 1,209 $790K
Liberty Square Wealth Partners LLC 0.22% Reduce -7.4% 1,204 $786K
Matauro, LLC 0.11% Add +33.5% 1,204 $786K
Van Cleef Asset Management,Inc 0.08% Reduce -21.4% 1,202 $785K
Warner Group LLC 0.51% Add +9.2% 1,200 $784K
Wimmer Associates 1, LLC 0.38% No change 1,200 $784K
Bonfire Financial 0.59% No change 1,197 $782K
Coastwise Capital Group, LLC 0.43% No change 1,197 $782K
Laffer Tengler Investments, Inc. 0.14% No change 1,194 $780K
Future Financial Wealth Managment LLC 0.50% No change 1,106 $778K
West Michigan Advisors, LLC 0.17% Reduce -4.8% 1,189 $777K
Garrett Wealth Advisory Group, LLC 0.14% Reduce -1.0% 1,188 $776K
Gill Capital Partners, LLC 0.22% No change 1,187 $776K
Fairview Capital Investment Management, LLC 0.04% Add +2.3% 1,186 $775K
Navalign, LLC 0.20% Reduce -5.2% 1,186 $775K
Revisor Wealth Management LLC 0.21% Reduce -5.8% 1,182 $772K
GatePass Capital, LLC 0.38% Add +0.3% 1,181 $771K
One Wealth Map LLC 0.38% Add +0.7% 1,065 $771K
Grant Private Wealth Management Inc 0.40% Reduce -38.5% 1,167 $762K
Zuckerman Investment Group, LLC 0.07% No change 1,166 $762K
Cambridge Capital Management, LLC 0.33% Add +113.8% 1,165 $761K
AdviceOne Advisory Services, LLC 0.46% Reduce -4.8% 1,165 $761K
Revere Asset Management, Inc 0.39% Reduce -0.2% 1,162 $759K
Milestones Private Investment Advisors LLC 0.67% Reduce -22.6% 1,159 $757K
Sjbenen Advisory, LLC 0.63% Reduce -11.0% 1,159 $757K
Sharp Wealth Advisory, LLC 0.37% Add +1.3% 1,159 $757K
Midwest Capital Advisors, LLC 0.35% Add +7.7% 1,157 $756K
Jordan Park Group LLC 0.04% Add +0.3% 1,157 $756K
AmeriServ Wealth Advisors 0.48% No change 1,154 $754K
Fenimore Asset Management Inc 0.02% No change 1,150 $751K
Global Assets Advisory, LLC 0.21% Reduce -7.8% 1,149 $751K
San Luis Wealth Advisors LLC 0.12% Reduce -1.3% 1,148 $750K
Slow Capital, Inc. 0.10% Add +0.5% 1,145 $748K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.25% New 1,040 $747K
Somerset Trust Co 0.23% No change 1,142 $746K
Radnor Capital Management, LLC 0.11% No change 1,139 $744K
Fermata Advisors, LLC 0.17% Reduce -16.1% 1,139 $744K
Stiles Financial Services Inc 0.23% Add +10.0% 1,135 $741K
Harbor Capital Advisors, Inc. 0.06% Reduce -53.9% 1,130 $738K
Concord Wealth Partners 0.10% Add +144.9% 1,129 $738K
Sterling Investment Advisors, Ltd. 0.13% No change 1,129 $737K
TPG Financial Advisors, LLC 0.24% Reduce -11.4% 1,123 $734K
Jane Street Group, LLC 0.00% Reduce -5.5% 1,123 $734K
Arlington Financial Advisors, LLC 0.10% Reduce -14.0% 1,122 $733K
Third View Private Wealth, LLC 0.10% Add +2.1% 1,122 $733K
Samalin Investment Counsel, LLC 0.26% Reduce -43.0% 1,121 $732K
Glenorchy Capital Ltd 0.39% No change 1,118 $730K
Front Row Advisors LLC 0.25% No change 1,118 $730K
True Wealth Design, LLC 0.20% Reduce -1.5% 1,118 $730K
CFO4Life Group, LLC 0.11% Add +11.4% 1,116 $729K
Castle Rock Wealth Management, LLC 0.16% Add +24.6% 1,105 $728K
Investor's Fiduciary Advisor Network, LLC 0.22% Reduce -22.9% 1,114 $727K
Gilman Hill Asset Management, LLC 0.11% Reduce -33.3% 1,112 $726K
Security National Bank of So Dak 0.35% No change 1,111 $726K
Noesis Capital Mangement Corp. 0.11% Add +43.1% 1,108 $723K
FWG Investments, LLC. 0.46% Add +4.0% 1,106 $722K
D.B. Root & Company, LLC 0.17% Reduce -7.5% 1,105 $722K
Exchange Bank 0.50% No change 1,104 $721K
Triton Wealth Management, PLLC 0.27% Reduce -0.8% 1,089 $719K
Seven Post Investment Office LP 0.23% No change 1,100 $719K
Mason Investment Advisory Services, Inc. 0.03% Reduce -6.0% 1,090 $712K
Fourpath Capital Management, LLC 0.10% Reduce -9.2% 1,090 $712K
Fourth Dimension Wealth, LLC 0.27% Add +82.7% 1,087 $710K
Cornerstone Financial Management LLC 0.65% Reduce -0.3% 1,085 $709K
Patrick M Sweeney & Associates, Inc. 0.45% No change 1,085 $709K
one8zero8, LLC 0.16% Reduce -5.3% 1,085 $709K
MJT & Associates Financial Advisory Group, Inc. 0.52% No change 1,085 $708K
Ruggiero Investments, Inc. 0.68% No change 1,083 $707K
Insight Wealth Partners, LLC 0.29% Add +55.6% 1,080 $705K
Legacy Solutions, LLC 0.65% Reduce -8.5% 1,080 $705K
Slagle Financial, LLC 0.23% Add +9.3% 1,075 $703K
Manuka Financial, LLC 0.43% Reduce -6.9% 1,075 $702K
Townsend Asset Management Corp. /NC/ 0.25% Add +1.4% 1,069 $698K
Integrated Wealth Management 0.80% Reduce -28.3% 1,067 $697K
Kelly Financial Group LLC 0.18% Add +3.7% 1,067 $697K
RDA Financial Network 0.17% Add +12.6% 1,066 $697K
Seneca House Advisors 0.27% No change 1,055 $689K
Novak & Powell Financial Services, Inc. 0.37% Add +24.1% 1,055 $689K
Up Strategic Wealth Investment Advisors LLC 0.43% Reduce -3.1% 935 $687K
Mascagni Wealth Management, Inc. 0.49% No change 1,051 $687K
Manske Wealth Management 0.19% Reduce -9.1% 1,051 $687K
Triangle Securities Wealth Management 0.16% Add +9.3% 1,051 $687K
Westshore Wealth, LLC 0.24% Add +35.7% 1,050 $686K
State of Alaska, Department of Revenue 0.01% Reduce -34.8% 1,050 $685K
Dash Acquisitions Inc. 0.14% Reduce -1.2% 961 $684K
Resolute Capital, LLC 0.28% Reduce -1.2% 1,047 $684K
Warren Street Wealth Advisors, LLC 0.17% No change 1,046 $683K
Bravera Wealth 0.31% Add +12.4% 1,045 $683K
Kiley Juergens Wealth Management, LLC 0.12% New 1,042 $681K
Pursuit Wealth Strategies, LLC 0.94% Add +0.1% 1,040 $680K
Parker Financial LLC 0.27% Reduce -35.9% 1,040 $679K
GGM Financial LLC 0.31% Reduce -2.3% 1,039 $679K
Ahara Advisors LLC 0.57% Reduce -12.0% 1,038 $678K
Summitry LLC 0.02% Reduce -30.3% 1,037 $677K
Balance Wealth Partners LLC 0.21% Reduce -8.3% 1,035 $676K
Seal Cove Capital, LLC 0.59% No change 1,033 $675K
Jackson Square Capital, LLC 0.14% No change 1,033 $675K
Wellington Grp LLC 0.21% Add +13.1% 1,030 $673K
Mattern Capital Management, LLC 0.08% Add +217.9% 1,030 $673K
Hunter Associates Investment Management LLC 0.09% Reduce -0.5% 1,029 $671K
American Investment Services, Inc. 0.15% Reduce -0.6% 1,025 $669K
VSM Wealth Advisory, LLC 0.20% Reduce -22.0% 1,023 $668K
HMS Capital Management, LLC 0.26% Reduce -1.3% 1,022 $668K
Texas Bank & Trust Co 0.25% Add +87.5% 1,022 $668K
Tidemark, LLC 0.17% Add +11.5% 1,021 $667K
Comprehensive Financial Consultants Institutional, Inc. 0.20% No change 1,021 $667K
Lumbard & Kellner, LLC 0.23% No change 1,020 $666K
Wealthspan Partners, LLC 0.23% No change 1,019 $666K
Townsquare Capital LLC 0.15% Reduce -3.8% 1,019 $666K
SpringVest Wealth Management LLC 0.45% Reduce -13.1% 1,018 $665K
Bush Investment Group, LLC 0.36% Add +89.7% 1,011 $660K
Clayton Financial Group LLC 0.34% Add +3.2% 1,009 $660K
Walsh & Associates, LLC 0.65% Reduce -6.0% 1,009 $659K
Koa Wealth Management, LLC 0.48% Reduce -2.2% 1,007 $658K
Osprey Private Wealth LLC 0.19% No change 1,006 $657K
Jacksonville Wealth Management, LLC 0.44% Add +10.8% 1,006 $657K
First Nebraska Trust Co 0.06% Add +4.7% 1,005 $656K
Beckerman Institutional, LLC 0.35% Add +26.1% 1,005 $656K
Seaside Wealth Management, Inc. 0.18% No change 1,004 $656K
Tannin Capital LLC 0.47% Reduce -0.7% 1,001 $654K
Garde Capital, Inc. 0.04% Add +6.2% 1,000 $653K
Stonekeep Investments, LLC 0.42% Reduce -2.5% 999 $652K
L. Roy Papp & Associates, LLP 0.08% Reduce -6.5% 998 $652K
Retirement Guys Formula LLC 0.30% Add +0.7% 1,130 $651K
Heritage Wealth Management, Inc./Texas 0.28% Reduce -1.0% 996 $651K
United Bank 0.08% No change 996 $651K
Brio Consultants, LLC 0.08% Reduce -1.9% 893 $649K
Aries Wealth Management 0.14% No change 992 $648K
Monument Group Wealth Advisors, LLC 0.36% No change 991 $647K
Key Client Fiduciary Advisors, LLC 0.22% Reduce -1.2% 991 $647K
Orographic Financial Advisors, LLC 0.46% — 991 $647K
Barnett & Company, Inc. 0.50% Add +0.8% 989 $646K
Resolute Wealth Strategies, LLC 0.28% Reduce -5.7% 986 $644K
Richardson Capital Management LLC 0.31% Reduce -0.4% 986 $644K
Seven Mile Advisory 0.46% Reduce -95.7% 978 $639K
JPL Wealth Management, LLC 0.15% Add +1.1% 975 $637K
Delta Financial Advisors LLC 0.17% Add +3.3% 975 $637K
Carmel Capital Partners, LLC 0.23% No change 974 $636K
Union Savings Bank 0.28% Add +4.6% 974 $636K
WealthTrust Asset Management, LLC 0.38% Add +13.3% 974 $636K
Virtue Asset Management LLC 0.52% No change 972 $635K
Hazlett, Burt & Watson, Inc. 0.20% Add +16.2% 970 $633K
Main Street Group, LTD 0.20% Reduce -17.3% 969 $633K
RW Investment Management LLC 0.06% — 968 $632K
Andrews Advisory Associates, LLC 0.33% Reduce -14.3% 967 $632K
Premier Financial Group 0.11% Reduce -2.4% 953 $630K
Cypress Point Wealth Management, LLC 0.14% Reduce -4.8% 964 $630K
Breachway Investments LLC 0.60% No change 953 $627K
Alpha Zero LLC 0.32% Add +4.5% 957 $625K
Westside Investment Management, Inc. 0.10% Add +2.8% 954 $624K
Blankinship & Foster, LLC 0.14% Reduce -17.1% 955 $624K
Passive Capital Management, LLC. 0.19% Reduce -6.5% 954 $623K
Princeton Global Asset Management LLC 0.10% Reduce -50.8% 952 $622K
Stonebridge Financial Group, LLC / MO 0.52% Add +0.3% 949 $620K
Cambridge Advisors Inc. 0.12% No change 947 $619K
LJI Wealth Management, LLC 0.10% Reduce -17.8% 945 $618K
Northstar Group, Inc. 0.09% No change 945 $617K
Harbour Investment Management LLC 0.33% No change 941 $615K
Timmons Wealth Management, LLC 0.58% Reduce -0.7% 941 $614K
DecisionPoint Financial, LLC 0.13% No change 938 $613K
BCO Wealth Management LLC 0.37% No change 935 $611K
Wealth Watch Advisors, INC 0.26% Add +9.6% 934 $610K
G&S Capital LLC 0.21% Reduce -12.2% 933 $610K
Vestia Personal Wealth Advisors 0.29% Add +2.3% 932 $608K
Grove Street Fiduciary, LLC 0.27% No change 928 $606K
Beacon Financial Strategies CORP 0.34% No change 925 $604K
Mowery & Schoenfeld Wealth Management, LLC 0.92% Reduce -3.4% 922 $602K
Legacies Wealth LLC 0.38% No change 922 $602K
Austin Wealth Management, LLC 0.14% Reduce -16.0% 907 $601K
Private Management Group Inc. 0.02% No change 917 $599K
Old Peak Finance LLC 0.35% No change 917 $599K
Matrix Private Capital Group LLC 0.29% Add +0.1% 915 $598K
Synergy Financial Group, LTD 0.45% Add +39.6% 913 $596K
Azimuth Capital Investment Management LLC 0.02% Add +2.2% 913 $596K
Arkos Global Advisors 0.07% Reduce -0.4% 913 $596K
Allen Mooney & Barnes Investment Advisors LLC 0.09% No change 912 $595K
Financial Security Advisor, Inc. 0.11% Add +0.2% 911 $595K
Advocate Investing Services LLC 0.50% Add +3.1% 910 $595K
Lodestone Wealth Management LLC 0.24% Add +2.5% 909 $594K
Cornerstone Planning, LLC 0.13% Add +4.4% 907 $593K
BNC Wealth Management, LLC 0.16% Reduce -39.4% 906 $592K
Sfam, LLC 0.55% No change 905 $591K
Brady Martz Wealth Solutions, LLC 0.10% Add +54.7% 902 $589K
Mine & Arao Wealth Creation & Management, LLC. 0.25% No change 900 $588K
Cravens & Co Advisors, LLC 0.38% No change 900 $588K
J. L. Bainbridge & Co., Inc. 0.05% Add +44.8% 898 $587K
Chapman Financial Group, LLC 0.42% No change 896 $585K
Great Lakes Retirement, Inc. 0.06% Reduce -17.4% 895 $585K
Cypress Capital, LLC 0.17% No change 894 $584K
Eclectic Associates Inc. 0.08% Add +35.1% 893 $583K
Level Financial Advisors 0.15% Reduce -2.6% 892 $582K
Retiremitten Financial LLC 0.28% — 889 $581K
Thompson Siegel & Walmsley LLC 0.01% Add +0.3% 886 $579K
Reyes Financial Architecture, Inc. 0.47% Reduce -94.7% 886 $579K
Willner & Heller, LLC 0.43% Reduce -2.2% 880 $575K
Aberdeen Wealth Management LLC 0.26% No change 880 $575K
AMG Asset Management Group, Inc. 0.45% New 878 $574K
Joel Adams & Associates, Inc. 0.42% Add +2.3% 875 $572K
Orange Investment Advisors, Inc. 0.07% No change 875 $572K
Reliant Investment Partners, LLC 0.47% Add +116.3% 874 $571K
CCM Investment Advisers LLC 0.05% No change 873 $570K
Eagle Global Advisors LLC 0.02% No change 873 $570K
Peregrine Asset Advisers, Inc. 0.15% Add +9.4% 873 $570K
Vann Equity Management LLC 0.41% — 871 $569K
Syntegra Private Wealth Group, LLC 0.05% Add +9.8% 870 $568K
Waystone Advisors LLC 0.51% Reduce -35.0% 870 $568K
Dravo Bay LLC 0.23% Reduce -5.0% 867 $566K
URS Advisory LLC 0.41% Add +9.8% 866 $566K
Cornerstone National Bank & Trust Co 0.21% Reduce -14.7% 857 $564K
Alvarez & Marsal Private Wealth Partners, LLC 0.08% New 860 $562K
Prospect Financial Services LLC 0.34% Reduce -1.5% 860 $562K
Davis Capital Management 0.38% Reduce -0.6% 858 $560K
Howard Capital Management Group, LLC 0.04% No change 856 $559K
Grey Fox Wealth Advisors, LLC 0.11% Add +1.7% 856 $559K
First City Capital Management, Inc. 0.30% Add +2.4% 855 $559K
Prossimo Advisors, LLC 3.40% New 855 $558K
Smith & Howard Wealth Management, LLC 0.12% No change 855 $558K
Briggs Wealth Management, Inc 0.59% Reduce -0.2% 855 $558K
David Kennon Inc 0.20% Reduce -29.6% 855 $558K
Holderness Investments Co. 0.11% No change 854 $558K
RVW Wealth, LLC 0.04% Add +13.6% 854 $558K
RPS Advisory Solutions LLC 0.32% Reduce -48.8% 854 $558K
LVM Capital Management Ltd. 0.05% No change 853 $557K
Greenfield Savings Bank 0.24% No change 852 $557K
Global Wealth Strategies & Associates 0.14% Add +1.2% 851 $556K
Ring Mountain Capital, LLC 0.30% Reduce -2.9% 851 $556K
Collier Financial 0.42% Add +0.1% 851 $556K
McDonald Partners LLC 0.13% No change 849 $555K
Am Investment Strategies LLC 0.12% Reduce -90.0% 848 $554K
Verde Capital Management 0.12% Add +43.1% 846 $553K
Bernicke Wealth Management, Ltd. 0.07% Reduce -2.7% 843 $551K
Curran Financial Partners, LLC 0.10% New 843 $551K
Everstar Asset Management, LLC 0.29% Reduce -8.1% 840 $549K
LVW Advisors, LLC 0.05% Add +3.1% 840 $549K
CGC Financial Services, LLC 0.16% Add +5.7% 839 $548K
Sollinda Capital Management LLC 0.13% Reduce -12.5% 838 $547K
Tocqueville Asset Management L.P. 0.01% No change 837 $547K
Quest Investment Management LLC 0.06% No change 836 $546K
Centennial Advisors, LLC 0.69% Reduce -26.0% 836 $546K
Kickstand Ventures, Llc. 0.11% Reduce -3.1% 836 $546K
Vertrix Wealth Management, LLC 0.20% — 833 $544K
Brickley Wealth Management 0.09% No change 833 $544K
Whitener Capital Management, Inc. 0.12% Reduce -7.3% 831 $543K
Financial Freedom, LLC 0.27% Add +92.8% 831 $543K
Traction Financial Partners, LLC 0.33% Reduce -1.2% 830 $542K
Annandale Capital, LLC 0.09% No change 829 $542K
Northbridge Financial Group, LLC 0.23% Reduce -7.1% 784 $541K
Verity & Verity, LLC 0.04% Reduce -19.9% 825 $539K
Retirement Capital Strategies 0.20% No change 824 $538K
Aventura Private Wealth, LLC 0.20% Add +40.9% 820 $536K
New Wave Wealth Advisors LLC 0.19% Add +92.7% 819 $535K
Ares Financial Consulting, LLC 0.42% Add +2.8% 811 $534K
TPG Advisors LLC 0.33% Reduce -0.4% 816 $533K
BTG Pactual Asset Management US LLC 0.05% Reduce -10.2% 815 $532K
Quantum Financial Advisors, LLC 0.06% No change 812 $530K
TCFG Wealth Management, LLC 0.20% Add +48.7% 809 $530K
TCFG Investment Advisors, LLC 0.20% — 809 $530K
Meridian Investment Counsel Inc. 0.13% No change 810 $529K
O'ROURKE & COMPANY, Inc 0.21% Reduce -23.0% 809 $529K
Chris Bulman Inc 0.23% Add +9.3% 807 $527K
Andrew Hill Investment Advisors, Inc. 0.47% Reduce -8.0% 806 $527K
Prudent Investors Network, Inc. 0.11% Add +6.1% 805 $526K
Castleview Partners, LLC 0.27% Reduce -7.5% 805 $526K
Integrity Financial Corp 0.26% Add +5.5% 804 $525K
Kirtland Hills Capital Management, LLC 0.17% Add +17.2% 735 $524K
Longview Financial Advisors, Inc. 0.32% Reduce -0.1% 802 $524K
RMR Wealth Builders 0.04% Add +2.8% 802 $524K
Pointe Capital Management LLC 0.26% No change 802 $524K
Boston Partners 0.00% New 801 $523K
Ipsen Advisor Group LLC 0.37% Reduce -3.6% 799 $522K
Family Legacy Financial Solutions, LLC 0.42% No change 792 $521K
Compass Financial Group, Inc. (Ohio) 0.38% No change 798 $521K
Holcombe Financial, Inc. 0.31% Reduce -6.1% 798 $521K
Astoria Portfolio Advisors LLC. 0.11% Add +28.3% 721 $518K
Herold Advisors, Inc. 0.11% New 793 $518K
Stillwater Private Wealth, LLC 0.44% — 793 $517K
WealthCare Investment Partners, LLC 0.14% Reduce -2.0% 783 $517K
Nestegg Advisors, Inc. 0.45% Add +0.4% 791 $516K
Smith Partners Wealth Management, LLC 0.46% Add +113.5% 790 $516K
Taylor Financial Group, Inc. 0.31% No change 789 $515K
Parkwoods Wealth Partners, LLC 0.13% Reduce -12.8% 787 $514K
Moody LYNN Lieberson & Walker, LLC 0.03% Add +3.7% 782 $511K
Trevian Wealth Management LLC 0.25% No change 779 $510K
Adell Harriman & Carpenter Inc. 0.03% Add +14.7% 780 $510K
Barr E S & Co. 0.03% No change 778 $508K
First Citizens Financial Corp 0.24% Add +82.6% 778 $508K
Optima Capital LLC 0.24% Add +0.1% 778 $508K
South Shore Capital Advisors 0.37% Reduce -7.4% 778 $508K
Ryan Investment Management, Inc. 0.29% New 777 $508K
Brown Financial Advisors 0.19% Add +124.6% 775 $506K
Core Wealth Partners LLC 0.23% Add +0.1% 773 $505K
Sentinel Wealth Management, Inc. 0.40% No change 772 $504K
Evansbrook LLC 0.34% No change 772 $504K
Grange Capital, LLC 0.50% Add +3.9% 771 $504K
Compass Planning Associates Inc 0.32% Add +0.3% 771 $503K
Challenger Wealth Management 0.40% Add +0.3% 770 $503K
Elevation Advisory Partners LLC 0.47% — 719 $502K
Canandaigua National Trust Co of Florida 0.40% Reduce -1.9% 768 $502K
GenWealth Group, Inc. 0.09% Reduce -98.0% 767 $501K
Marietta Investment Partners LLC 0.10% No change 767 $501K
Columbia Asset Management 0.10% No change 766 $500K
Palisade Asset Management, LLC 0.05% Add +11.0% 765 $499K
LifeSteps Financial, Inc. 0.32% Add +5.2% 763 $498K
Rothschild Capital Partners, LLC 0.12% Add +24.7% 762 $498K
Payne Capital LLC 0.46% Reduce -28.9% 762 $498K
Crews Bank & Trust 0.07% Reduce -1.3% 762 $498K
Apriem Advisors 0.05% Reduce -25.0% 760 $496K
Burns J W & Co. Inc. 0.06% Reduce -5.1% 760 $496K
OneAscent Family Office, LLC 0.35% No change 758 $495K
DiNuzzo Private Wealth, Inc. 0.05% No change 756 $494K
Finley Financial, LLC 0.23% No change 755 $493K
Hixon Zuercher, LLC 0.15% Reduce -94.2% 755 $493K
Family Capital Trust Co 0.18% Add +0.3% 755 $493K
Silver Oak Advisory Group, Inc. 0.21% Reduce -2.2% 755 $493K
Wagner Wealth Management, Corp 0.44% Add +4.0% 754 $493K
Wealth Science Advisors LLC 0.28% No change 718 $492K
Buttonwood Financial Advisors Inc. 0.16% Reduce -0.8% 752 $491K
Mountain Capital Investment Advisors Inc. 0.07% Add +14.8% 682 $490K
Boston Common Asset Management, LLC 0.03% No change 750 $490K
NORTHSTAR ASSET MANAGEMENT Co 0.11% No change 750 $490K
Walser Wealth Management Company, A Ltd Liability Co 0.22% Reduce -13.3% 750 $490K
Private Wealth Group, LLC 0.23% No change 749 $489K
IMZ Advisory Inc 0.18% Add +2.5% 748 $489K
Clarity Wealth Development LLC 0.39% No change 740 $483K
Guided Capital Wealth Management, LLC 0.32% No change 736 $481K
Primoris Wealth Advisors, LLC 0.34% Add +34.8% 736 $481K
Leading Edge Financial Planning LLC 0.10% Add +5.8% 735 $480K
Presilium Private Wealth, LLC 0.08% Add +38.8% 734 $480K
Financial Planning Fort Collins, LLC 0.37% New 668 $479K
Visionary Horizons, LLC 0.24% Reduce -4.7% 731 $478K
Luminvest Wealth Management LLC 0.12% Add +101.7% 730 $477K
Willow Financial LLC 0.48% No change 730 $477K
Reynders McVeigh Capital Management, LLC 0.02% Reduce -1.5% 726 $474K
Stablepoint Partners, LLC 0.07% Add +22.9% 724 $473K
Serenity Investment Advisors 0.22% Add +46.4% 631 $473K
Delos Wealth Advisors, LLC 0.27% Add +67.4% 723 $472K
Caitlin John, LLC 0.28% No change 722 $472K
Cannon Advisors, Inc. 0.35% Add +0.1% 723 $472K
Lewis Asset Management, LLC 0.19% Add +0.1% 722 $471K
Riverview Trust Co 0.58% No change 720 $470K
St. Louis Trust Co 0.05% No change 720 $470K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.35% Add +120.1% 647 $470K
Cordgrass Capital Advisors, LLC 0.11% No change 717 $468K
Fogel Capital Management, Inc. 0.21% No change 717 $468K
Mark Sheptoff Financial Planning, LLC 0.25% Reduce -18.1% 644 $468K
Financial Life Advisors 0.15% Reduce -2.6% 716 $468K
Cetera Trust Company, N.A 0.26% No change 715 $467K
Sterling Group Wealth Management, LLC 0.22% No change 715 $467K
BFI Wealth Solutions, LLC 0.45% No change 705 $466K
O'Brien Greene & Co. Inc 0.13% No change 713 $466K
Hofer & Associates. Inc 0.25% Reduce -27.2% 713 $466K
Axis Wealth Partners, LLC 0.25% Reduce -4.4% 712 $465K
Valued Wealth Advisors LLC 0.19% Reduce -2.2% 711 $464K
Rainier Family Wealth Inc. 0.31% Reduce -4.2% 710 $464K
Richardson Financial Services Inc. 0.29% Add +4.7% 709 $463K
Knollwood Investment Advisory, LLC 0.05% Add +6.1% 709 $463K
Vines Capital Management, LLC 0.46% No change 706 $461K
TL Private Wealth 0.18% Add +0.3% 673 $460K
truNorth Financial Services, Inc. 0.47% No change 703 $459K
Blue Fin Capital, Inc. 0.08% No change 701 $458K
Brown, Lisle/Cummings, Inc. 0.11% Add +23.5% 700 $457K
Guidance Capital, Inc. 0.10% Reduce -63.9% 628 $457K
Provident Living Financial Services, Inc. 0.50% No change 699 $457K
Emprise Bank 0.18% No change 699 $457K
Vectors Research Management, LLC 0.13% Reduce -3.6% 698 $456K
Ellsworth Advisors, LLC 0.09% Reduce -2.6% 697 $455K
DUTCH ASSET Corp 0.31% Reduce -5.0% 696 $455K
Hilltop Partners LLC 0.12% Add +2.6% 696 $455K
Independence Wealth Advisors, LLC 0.24% Reduce -23.0% 696 $455K
Crossmark Global Holdings, Inc. 0.01% No change 696 $455K
Farrell Financial LLC 0.27% Add +0.3% 695 $454K
Sage Investment Advisers LLC 0.34% New 689 $453K
Integrity Wealth Partners, LLC 0.41% — 693 $453K
LFG Wealth Partners, LLC 0.27% Add +62.3% 693 $453K
Financial Strategies Group, Inc. 0.08% Reduce -7.5% 627 $450K
KOM Wealth Management Group, LLC 0.31% Add +27.6% 689 $450K
Elser Financial Planning, Inc 0.02% No change 688 $449K
Leisure Capital Management 0.16% Add +24.4% 688 $449K
CV Advisors LLC 0.12% Reduce -58.7% 687 $449K
ATLas Financial Planning LLC 0.40% No change 687 $449K
Elevatus Welath Management 0.23% Add +0.1% 686 $448K
Ponta Wealth Partners, LLC 0.36% New 686 $448K
Mitchell Sinkler & Starr 0.21% No change 686 $448K
TSG Advice Partners, LLC 0.07% Add +0.7% 683 $446K
CFM Wealth Partners LLC 0.07% Reduce -10.7% 683 $446K
Douglass Winthrop Advisors, LLC 0.01% Reduce -62.9% 683 $446K
Fortune Financial Advisors, LLC 0.23% No change 682 $445K
Finer Wealth Management, Inc. 0.22% Reduce -2.0% 679 $444K
Cornerstone Select Advisors, LLC 0.28% Reduce -1.6% 679 $444K
Center For Asset Management LLC 0.22% Add +0.4% 679 $443K
Clark Financial Services Group Inc. 0.24% Reduce -5.8% 678 $443K
FSA Advisors, Inc. 0.29% New 673 $439K
Vickerman Investment Advisors, Inc. 0.09% Add +41.5% 672 $439K
Sawgrass Asset Management LLC 0.07% No change 671 $438K
25 LLC 0.13% No change 669 $437K
Nicholas Wealth, LLC. 0.30% Add +3.6% 668 $436K
High Net Worth Advisory Group LLC 0.10% Add +42.8% 667 $436K
August Group Capital Ltd 0.51% Reduce -18.2% 666 $435K
Advisors Management Group Inc. 0.08% Add +72.8% 667 $435K
Eubel Brady & Suttman Asset Management Inc. 0.06% Reduce -34.3% 666 $435K
Ergawealth Advisors, Inc. 0.19% Add +12.2% 664 $434K
Beacon Wealthcare LLC 0.15% No change 662 $432K
Belvedere Trading LLC 0.06% New 660 $431K
Fagan Associates, Inc. 0.06% Reduce -0.6% 659 $431K
Acute Investment Advisory, LLC 4.83% New 659 $430K
WJ Financial Advisors LLC 0.35% No change 659 $430K
NWK Group, Inc. 0.17% Reduce -1.6% 659 $430K
Soros Capital Management LLC 0.19% Add +23.1% 655 $428K
Kirr Marbach & Co. LLC 0.08% No change 654 $427K
Alchemi Wealth, LLC 0.24% No change 654 $427K
Aurora Private Wealth, Inc. 0.30% Reduce -1.6% 623 $427K
Owl Creek Wealth Partners LLC 0.15% — 653 $427K
Watchman Group, Inc. 0.10% Reduce -1.4% 653 $427K
Hassell Wealth Management, LLC 0.14% Add +0.5% 652 $426K
Pinnacle Financial Group, LLC / IL 0.12% Reduce -3.7% 650 $425K
Andina Capital Management, LLC 0.38% Reduce -8.2% 650 $425K
OLIO Financial Planning 0.12% Reduce -21.8% 650 $424K
NewSquare Capital LLC 0.04% No change 649 $424K
Strategent Financial, LLC 0.29% Reduce -8.2% 648 $423K
Oxford Wealth Group, LLC 0.23% Reduce -88.4% 648 $423K
Fullerton Advisors, LLC 0.44% Add +0.3% 647 $423K
Hegarty Advisors, LLC 0.33% No change 647 $423K
Buffalo Business & Estate Services Ltd. 0.06% Reduce -6.1% 645 $421K
Great Diamond Partners, LLC 0.08% No change 642 $419K
Prentice Wealth Management LLC 0.09% No change 640 $418K
Permanens Capital L.P. 0.05% Add +4.1% 639 $417K
Ballentine Capital Advisors, Inc 0.17% No change 638 $417K
Vantage Point Financial LLC 0.15% Reduce -2.0% 638 $416K
GoalVest Advisory LLC 0.08% Reduce -12.5% 635 $415K
Shepherd Street Advisors LLC 0.41% No change 635 $415K
TrueWealth Financial Partners 0.17% New 634 $414K
Mirador Capital Partners LP 0.06% No change 633 $414K
Lauterbach Financial Advisors, LLC 0.20% No change 633 $413K
Iron Gate Global Advisors LLC 0.04% Add +2.6% 632 $413K
Steinberganna Wealth Management 0.20% Add +0.2% 631 $412K
Security Financial Services, INC. 0.07% Add +4.0% 631 $412K
Ascent Advisors, LLC 0.76% — 630 $412K
Byrne Financial Freedom, LLC 0.20% New 629 $411K
Sage Private Wealth Group, LLC 0.21% Reduce -21.5% 627 $410K
American Money Management, LLC 0.06% Reduce -18.1% 626 $409K
Sutton Place Investors LLC 0.22% No change 626 $409K
Alpha Financial Advisors, LLC 0.13% Add +1.5% 625 $409K
Kozak & Associates, Inc. 0.08% Add +0.2% 590 $407K
American Capital Advisory, LLC 0.16% No change 622 $406K
Elm3 Financial Group, LLC 0.34% Reduce -4.3% 621 $406K
Tactive Advisors, LLC 0.11% Reduce -32.3% 621 $406K
Central Valley Advisors, LLC 0.11% New 620 $405K
Dover Advisors, LLC 0.17% No change 620 $405K
Bright Futures Wealth Management, LLC. 0.28% Add +11.1% 619 $405K
Verisail Partners, LLC 0.16% Add +19.7% 619 $404K
Lynx Investment Advisory 0.19% Add +0.3% 619 $404K
Stanich Group LLC 0.31% Add +25.9% 617 $403K
SoundView Advisors Inc. 0.14% Reduce -1.8% 615 $402K
Samara Investment Management, LLC 0.42% — 615 $402K
Invenio Wealth Partners LLC 0.16% No change 614 $401K
Secured Retirement Advisors, LLC 0.23% New 613 $400K
Carson Advisory Inc. 0.21% Add +3.5% 612 $400K
Brogan Financial, Inc. 0.18% Reduce -1.6% 611 $399K
Stonebrook Private Inc. 0.08% Reduce -36.3% 610 $399K
TrustWell Financial Advisors, LLC 0.37% No change 608 $397K
Presper Financial Architects, LLC 0.24% Add +4.7% 607 $397K
Park Edge Advisors, LLC 0.09% Add +6.9% 606 $396K
Strategic Financial Planning, Inc. 0.23% Reduce -42.4% 662 $396K
Kearns & Associates LLC 0.21% No change 604 $395K
Horizon Investment Services, LLC 0.14% No change 603 $394K
Abacus Wealth Partners, LLC 0.04% Add +10.4% 603 $394K
Holos Integrated Wealth LLC 0.20% New 592 $392K
Community Bank of Raymore 0.26% No change 600 $392K
Neumann Capital Management, LLC 0.12% No change 600 $392K
Kidder Stephen W 0.12% Reduce -7.7% 600 $392K
Shelton Capital Management 0.01% New 600 $392K
Intrust Bank NA 0.03% No change 598 $391K
Acorn Wealth Advisors, LLC 0.11% Reduce -20.3% 596 $389K
Henson-Edgewater Management, LLC 0.25% Reduce -4.4% 592 $387K
Afg Fiduciary Services Limited Partnership 0.23% No change 584 $387K
Matthew Goff Investment Advisor, LLC 0.06% Add +2.6% 590 $386K
Capital Planning Advisors, LLC 0.06% Add +1.0% 588 $384K
Kaizen Financial Strategies 0.16% Reduce -3.0% 544 $383K
Abner Herrman & Brock LLC 0.04% No change 587 $383K
Fischer Financial Services, Inc. 0.13% No change 586 $383K
Strait & Sound Wealth Management LLC 0.15% Reduce -2.0% 585 $382K
Clear Trail Advisors, LLC 0.06% Add +0.9% 585 $382K
Baxter Bros Inc. 0.05% Reduce -20.4% 585 $382K
Veridan Wealth LLC 0.14% Add +0.2% 582 $380K
Orcam Financial Group 0.27% No change 582 $380K
Spectrum Asset Management, Inc. (NB/CA) 0.12% Add +15.3% 581 $380K
Cambridge Financial Group, LLC 0.13% Reduce -13.4% 581 $379K
IMPACTfolio, LLC 0.16% Reduce -2.0% 579 $378K
Pioneer Family Office, LLC 0.27% No change 579 $378K
Shum Financial Group, Inc. 0.27% No change 579 $378K
Rolek Wealth Management LLC 0.27% No change 578 $378K
Guardsman Private Capital Management, Inc. 0.30% Add +0.5% 578 $378K
Old North State Wealth Management, LLC 0.17% Reduce -5.1% 575 $378K
MilWealth Group LLC 0.09% No change 578 $378K
Guardian Capital, LLC 0.36% Reduce -4.2% 576 $377K
Rayburn West Financial Services LLC 0.22% No change 576 $376K
SageGuard Financial Group, LLC 0.06% Reduce -10.3% 575 $376K
Keeler & Nadler Financial Planning & Wealth Management 0.13% Add +6.7% 575 $376K
Bell Bank 0.02% Reduce -30.3% 574 $375K
BlackDiamond Wealth Management, LLC 0.18% Reduce -0.7% 571 $373K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +1.6% 571 $373K
Hobbs Group Advisors, LLC 0.11% Add +7.8% 569 $372K
1776 Wealth LLC 0.15% New 568 $371K
Hillcrest Wealth Advisors - NY, LLC 0.15% No change 566 $370K
Checchi Capital Advisers, LLC 0.03% No change 566 $370K
LRI Investments, LLC 0.03% Reduce -1.2% 565 $369K
SFG Wealth Management, LLC. 0.15% Reduce -21.0% 563 $367K
Rubicon Advisors, GP 0.33% Add +16.5% 559 $365K
Attessa Capital LLC 0.20% No change 559 $365K
Rockingstone Advisors LLC 0.17% No change 557 $364K
Purkiss Capital Advisors LLC 0.16% Reduce -10.4% 557 $364K
Richmond Brothers, Inc. 0.24% No change 556 $363K
Richards, Merrill & Peterson, Inc. 0.13% Add +2.8% 556 $363K
Bucket List Wealth Management, LLC 0.22% New 555 $363K
PCG Asset Management, LLC 0.29% New 555 $363K
Seelaus Asset Management LLC 0.26% No change 555 $363K
Marshall Financial Group, LLC 0.06% Reduce -67.7% 554 $362K
Aspire Growth Partners LLC 0.25% Reduce -0.7% 554 $362K
Xena Financial Planning, LLC 0.41% Add +3.8% 554 $362K
Williams & Novak, LLC 0.27% Reduce -8.8% 546 $359K
Graybill Wealth Management, LTD. 0.11% Reduce -8.3% 550 $359K
Hurlow Wealth Management Group, Inc. 0.09% No change 550 $359K
Wilkins Investment Counsel Inc. 0.05% No change 550 $359K
Mill Capital Management, LLC 0.03% No change 550 $359K
Duncan Williams Asset Management, LLC 0.10% Add +1.5% 548 $358K
Xxi Wealth, LLC 0.20% Add +31.2% 547 $357K
Mid-American Wealth Advisory Group, Inc. 0.15% No change 521 $357K
Net Worth Advisory Group 0.07% Reduce -8.7% 546 $357K
Morton Brown Family Wealth, LLC 0.09% Reduce -3.7% 545 $356K
Systematic Alpha Investments, LLC 0.01% No change 544 $355K
Mount Vernon Associates Inc. 0.25% Reduce -3.7% 543 $355K
Grand Wealth Management, LLC 0.17% Reduce -0.4% 543 $355K
Rooted Wealth Advisors, Inc. 0.09% Add +8.3% 498 $355K
GreatBanc Trust CO 0.25% Add +13.9% 542 $354K
Harbour Trust & Investment Management Co 0.04% Add +8.0% 541 $353K
Altrius Capital Management Inc 0.07% Add +43.1% 541 $353K
Thrive Capital Management, LLC 0.08% Reduce -39.3% 541 $353K
AG Asset Advisory, LLC 0.29% No change 540 $353K
Kellett Wealth Advisors, LLC 0.19% Add +0.8% 538 $351K
Matisse Capital 0.15% No change 538 $351K
Buckhead Capital Management LLC 0.13% Reduce -9.1% 538 $351K
Eagle Capital Management, LLC 0.14% New 538 $351K
Manning & Napier Advisors LLC 0.00% Add +328.0% 535 $350K
Eagle Wealth Advisors LLC 0.32% Add +20.3% 534 $349K
Noble Family Wealth, LLC 0.07% No change 533 $348K
Cultivar Capital, Inc. 0.22% New 532 $348K
Brindle & Bay Financial Advisors, LLC 0.21% Add +3.7% 532 $347K
Freedom Investment Management, Inc. 0.10% Reduce -38.0% 531 $347K
White Knight Strategic Wealth Advisors, LLC 0.29% Reduce -11.3% 531 $347K
Seneschal Advisors, LLC 0.26% No change 530 $346K
Dock Street Asset Management Inc. 0.04% Reduce -11.9% 527 $344K
American State Bank (Iowa) 0.17% No change 526 $344K
Capstone Capital LLC 0.22% Add +75.0% 525 $343K
Channel Wealth LLC 0.08% Reduce -8.1% 525 $343K
Stonebridge Financial Group, LLC 0.03% Reduce -80.5% 525 $343K
Battery Global Advisors, LLC 0.18% Add +98.5% 524 $342K
Blue Edge Capital, LLC 0.05% No change 524 $342K
Define Financial, LLC 0.19% Reduce -8.4% 522 $341K
Foronjy Financial LLC 0.14% Add +25.8% 522 $341K
Financial Plan, Inc. 0.04% Reduce -2.3% 521 $340K
Financial Alternatives, Inc 0.18% Add +0.8% 518 $338K
Broadway Wealth Solutions, Inc. 0.17% No change 518 $338K
RHS Financial, LLC 0.16% Add +0.4% 518 $338K
Financial Enhancement Group LLC 0.04% Reduce -1.9% 474 $338K
Sloy Dahl & Holst, LLC 0.05% Add +1.4% 517 $338K
B & T Capital Management DBA Alpha Capital Management 0.05% Add +25.0% 515 $337K
TriaGen Wealth Management LLC 0.09% No change 515 $336K
Allstreet Capital Advisors LLC 0.25% Add +2.8% 514 $336K
Accredited Investor Services, LLC 0.22% Add +20.7% 514 $336K
Paul R. Ried Financial Group, LLC 0.16% No change 514 $336K
Drucker Wealth 3.0, LLC 0.06% Add +1.8% 514 $336K
Blue Zone Wealth Advisors, LLC 0.07% Reduce -54.5% 513 $335K
Cooke Wealth Management, LLC 0.30% Add +3.9% 512 $334K
Equita Financial Network, Inc. 0.11% Reduce -29.4% 512 $334K
Concentrum Wealth Management 0.10% Add +49.9% 511 $334K
Xcelsior Advisor Partners LLC 0.13% Reduce -8.8% 510 $333K
Hiley Hunt Wealth Management 0.15% Reduce -14.0% 509 $332K
Forum Finance Group S.A. 0.18% — 626 $331K
Strategic Advisory Partners, LLC 0.26% Reduce -13.9% 506 $331K
Stonehearth Capital Management, LLC 0.13% No change 506 $330K
Letson Investment Management, Inc. 0.13% No change 505 $330K
Rosenblum Silverman Sutton S F Inc. 0.09% No change 505 $330K
Greenline Wealth Management LLC 0.38% No change 504 $329K
Kaufman Rossin Wealth, LLC 0.19% No change 504 $329K
Blue Square Asset Management, LLC 0.16% Add +44.0% 504 $329K
Constant Guidance Financial LLC 0.23% New 503 $329K
Anchor Investment Management, LLC 0.03% Add +0.2% 503 $328K
Schulhoff & Co. Inc. 0.13% No change 502 $328K
Prodigy Asset Management LLC 0.11% No change 502 $328K
Oliver Luxxe Assets LLC 0.05% No change 502 $328K
McDonough Capital Management, Inc 0.18% No change 501 $328K
Delaney Dennis R 0.12% New 500 $327K
Lawson Kroeker Investment Management Inc. 0.10% Reduce -14.1% 500 $327K
Warther Private Wealth, LLC 0.08% New 500 $327K
Alaska Wealth Advisors, LLC 0.04% New 499 $326K
Wiser Advisor Group LLC 0.39% Reduce -13.2% 499 $326K
Adamsbrown Wealth Consultants LLC 0.09% Add +26.1% 498 $326K
DiPaolo Financial Group, Inc. 0.24% Add +65.7% 497 $325K
Tevis Investment Management 0.18% Add +47.6% 496 $324K
Iams Wealth Management, LLC 0.11% Reduce -1.4% 494 $323K
Vermillion Wealth Management, Inc. 0.13% Add +2.3% 493 $322K
Synergy Asset Management, LLC 0.03% Reduce -4.8% 492 $321K
Basepoint Wealth LLC 0.18% Add +0.4% 492 $321K
Walker Financial Services, Inc. 0.11% Add +0.2% 491 $321K
Schaper Benz & Wise Investment Counsel Inc. 0.02% New 490 $320K
Wisconsin Wealth Advisors, LLC 0.31% No change 489 $319K
CPC Advisors, LLC 0.05% Reduce -49.3% 488 $319K
Wood Tarver Financial Group, LLC 0.09% No change 487 $318K
Northstar Asset Management Inc. 0.10% No change 485 $317K
Clifford Group, LLC 0.24% Add +55.1% 484 $316K
Petra Financial Advisors Inc. 0.20% Reduce -37.7% 484 $316K
Cathy Pareto & Associates, Inc. 0.21% Reduce -16.0% 483 $316K
Tribridge Partners Financial LLC 0.13% Add +2.8% 479 $316K
3 Factor Indexing, LLC 0.30% — 482 $315K
Vista Investment Partners Ii, LLC 0.14% No change 482 $315K
Zevin Asset Management LLC 0.04% No change 482 $315K
Xcel Wealth Management, LLC 0.09% Reduce -0.8% 476 $311K
Tradewinds Capital Management, LLC 0.06% Add +0.2% 475 $310K
Field & Main Bank 0.09% Reduce -53.2% 475 $310K
Cairn Investment Group, Inc. 0.15% No change 475 $310K
Argus Investors' Counsel, Inc. 0.28% Reduce -2.3% 474 $310K
Shotwell Rutter Baer Inc 0.18% Add +4.0% 474 $310K
SevenBridge Financial Group, LLC 0.05% No change 433 $309K
Strategic Wealth Investment Group, LLC 0.04% Add +0.2% 472 $308K
Meredith Wealth Planning 0.08% Add +0.2% 470 $307K
IFG Advisors, LLC 0.05% Reduce -3.1% 470 $307K
Perryman Financial Advisory Inc. 0.05% Add +0.2% 469 $306K
CJM Wealth Advisers, Ltd. 0.09% Add +5.2% 469 $306K
HT Partners LLC 0.09% No change 468 $306K
Compass Financial Group, INC 0.04% Reduce -4.5% 468 $306K
Mittelman Wealth Management 0.19% New 467 $305K
Liberty Atlantic Advisors LLC 0.26% Reduce -2.5% 466 $304K
Natural Investments, LLC 0.07% No change 464 $303K
Opes Wealth Management LLC 0.05% No change 462 $302K
Three Cord True Wealth Management, LLC 0.17% Add +5.0% 461 $301K
Investment Counsel Co. of Nevada 0.68% Reduce -80.9% 461 $301K
Redwood Park Advisors LLC 0.22% Add +0.2% 460 $301K
Hoey Investments, Inc. 0.04% No change 460 $300K
Ciovacco Capital Management LLC 0.17% No change 459 $300K
BLVD Private Wealth, LLC 0.26% Reduce -0.2% 458 $299K
Rainey & Randall Wealth Advisors Inc. 0.05% Add +0.2% 456 $298K
Monetary Solutions, Ltd 0.29% No change 456 $298K
Rochester Wealth Strategies, LLC 0.18% No change 455 $298K
Yardley Wealth Management LLC 0.15% No change 455 $297K
Westco Advisory Services Inc. 0.19% Reduce -1.1% 454 $297K
Avity Investment Management Inc. 0.02% No change 454 $297K
Independent Wealth Advisors LLC 0.29% Add +32.0% 454 $296K
Canton Hathaway, LLC 0.06% No change 453 $296K
First Wilshire Securities Management Inc. 0.07% No change 452 $295K
Lynch Investment Planning, LLC 0.26% New 451 $295K
Targeted Financial Services LLC 0.24% No change 450 $294K
Ellerson Group Inc. 0.19% No change 450 $294K
Fairfield, Bush & Co. 0.16% No change 450 $294K
Heartland Bank & Trust Co 0.07% New 450 $294K
A4 Wealth Advisors LLC 0.24% Reduce -29.9% 450 $294K
S&A Financial Services, Inc. 0.20% — 449 $293K
Encompass More Asset Management 0.05% Reduce -93.3% 449 $293K
Breakwater Investment Management 0.11% No change 449 $293K
Intrepid Capital Management Inc. 0.14% No change 449 $293K
Coston, McIsaac & Partners 0.07% Reduce -30.0% 450 $293K
Protective Life Corp. 0.97% New 448 $293K
Cordatus Wealth Management LLC 0.07% No change 447 $292K
MTM Investment Management, LLC 0.09% Reduce -3.0% 446 $291K
Ssa Swiss Advisors AG 0.13% No change 445 $291K
Fidelity D & D Bancorp Inc. 0.12% Add +25.1% 443 $289K
Aljian Capital Management, LLC 0.06% New 443 $289K
Citrine Capital LLC 0.13% No change 442 $289K
Rosenberg Matthew Hamilton 0.06% No change 442 $289K
Cpwa, LLC 0.34% — 388 $288K
McCollum Christoferson Group LLC 0.09% Reduce -27.3% 440 $287K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% Reduce -14.8% 439 $287K
Shayne & Jacobs, LLC 0.09% Reduce -2.0% 437 $285K
Centerline Wealth Advisors, LLC 0.10% Add +11.8% 436 $285K
Sicart Associates LLC 0.07% No change 436 $285K
Turim 21 Investimentos Ltda. 0.07% Add +36.3% 436 $285K
Carnegie Lake Advisors LLC 0.11% Reduce -1.4% 436 $285K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 0.26% Add +0.2% 436 $285K
Zinnia Wealth Advisory, LLC 0.32% Reduce -5.2% 435 $284K
Bienville Capital Management, LLC 0.05% New 434 $283K
Swisher Financial Concepts, Inc. 0.16% New 433 $283K
Pacific Sage Partners, LLC 0.04% No change 433 $283K
Terra Nova Asset Management LLC 0.21% Reduce -4.6% 432 $282K
Ranch Capital Advisors Inc. 0.10% Reduce -8.9% 431 $282K
Alhambra Investment Management LLC 0.13% Reduce -27.7% 430 $281K
Arcadia Wealth Management, LLC 0.10% Reduce -3.8% 430 $281K
Cascade Investment Advisors, Inc. 0.17% No change 429 $280K
Main Management LLC 0.02% No change 428 $280K
Eaton-Cambridge Inc. 0.09% Add +7.3% 428 $280K
Allied Investment Advisors, LLC 0.04% Reduce -11.2% 428 $280K
Myecfo, LLC 0.12% No change 428 $279K
Empire Financial Management Company, LLC 0.06% No change 427 $279K
Proffitt & Goodson Inc. 0.04% Add +468.0% 426 $278K
Slocum, Gordon & Co LLP 0.19% Reduce -10.3% 425 $278K
Schwallier Wealth Management LLC 0.20% Add +4.2% 425 $278K
United Financial Planning Group LLC 0.16% Add +7.3% 425 $277K
Valtinson Bruner Financial Planning LLC 0.08% Add +4.7% 422 $276K
Bernard Wealth Management Corp. 0.12% Reduce -5.4% 421 $275K
CarsonAllaria Wealth Management, Ltd. 0.14% Add +0.2% 421 $275K
Peak Wealth Management LLC 0.23% No change 420 $275K
Tiller Private Wealth, Inc. 0.10% Add +27.3% 420 $274K
Providence First Trust Co 0.10% No change 420 $274K
Crumly & Associates Inc. 0.06% Add +0.2% 419 $274K
Marmo Financial Group, LLC 0.14% Add +0.2% 418 $273K
Seros Financial, LLC 0.17% Reduce -15.0% 418 $273K
Sellwood Investment Partners LLC 0.11% Add +1890.5% 418 $273K
Three Arch Wealth Management LLC 0.05% No change 417 $272K
Armstrong Henry H Associates Inc. 0.03% No change 417 $272K
FLP Wealth Management, LLC 0.56% Add +30.8% 416 $272K
Towne Trust Company, N.A 0.09% Reduce -10.8% 415 $271K
Intellectus Partners, LLC 0.06% Reduce -10.6% 414 $271K
Columbia River Financial Group, LLC 0.16% No change 413 $270K
Advocate Group LLC 0.04% Reduce -8.2% 413 $270K
One Plus One Wealth Management, LLC 0.11% Add +3.0% 412 $269K
von Borstel & Associates, Inc. 0.06% Reduce -46.5% 411 $268K
Financial Harvest, LLC 0.16% Add +4.9% 410 $268K
Total Wealth Planning & Management, Inc. 0.21% New 409 $267K
Northern Financial Advisors Inc 0.19% New 409 $267K
Probity Advisors, Inc. 0.04% Add +4.1% 408 $267K
Griffith & Werner, Inc. 0.13% Add +0.5% 407 $266K
Cedar Point Capital Partners, LLC 0.17% No change 407 $266K
Hopwood Nicholas Hunter 0.08% Reduce -22.5% 406 $265K
Reliant Wealth Planning 0.08% Reduce -1.9% 406 $265K
Nicholson Meyer Capital Management, Inc. 0.20% Reduce -2.2% 406 $265K
Northstar Financial Companies, Inc. 0.21% Reduce -62.3% 405 $265K
Citizens & Northern Corp. 0.07% Reduce -26.4% 405 $265K
Split Rock Private Trading & Wealth Management, LLC 0.20% Reduce -29.1% 405 $264K
ShoreHaven Wealth Partners, LLC 0.09% Add +0.5% 405 $264K
Wellington-Altus USA Inc. 0.16% Add +53.7% 352 $264K
Midwest Financial Group LLC 0.11% No change 403 $263K
Z3 Capital Partners, LLC 0.07% No change 403 $263K
Graham Capital Wealth Management, LLC 0.23% Reduce -6.1% 402 $263K
Lloyd Advisory Services, LLC. 0.07% Reduce -73.0% 401 $262K
Kingdom Financial Group LLC. 0.07% Add +106.7% 401 $262K
Aull & Monroe Investment Management Corp 0.12% No change 400 $261K
Financial Sense Advisors, Inc. 0.06% Reduce -2.2% 400 $261K
Provident Wealth Management, LLC 0.08% No change 399 $261K
Hills Bank & Trust Co 0.01% Reduce -65.4% 399 $261K
Riverview Capital Advisers, LLC 0.09% Add +0.3% 397 $259K
Calder Financial LLC 0.26% Reduce -7.9% 394 $259K
Robinson Smith Wealth Advisors LLC 0.17% No change 396 $258K
Hidden Cove Wealth Management, LLC 0.17% Add +2.1% 395 $258K
Echo45 Advisors LLC 0.15% No change 395 $258K
Seamount Financial Group Inc. 0.12% Add +0.3% 395 $258K
Blue Chip Partners, LLC 0.02% Add +5.1% 393 $256K
Manchester Financial Inc. 0.05% Add +2.1% 392 $256K
Stordahl Capital Management, Inc. 0.05% No change 392 $256K
Rwwm, Inc. 0.02% Reduce -6.2% 392 $256K
Global Trust Wealth Management LLC 0.19% No change 391 $255K
ForthRight Wealth Management, LLC 0.07% Add +1.3% 391 $255K
Farnam Financial LLC 0.21% Add +10.2% 390 $255K
Expressive Wealth LLC 0.24% Add +3.6% 345 $254K
Capstone Wealth Management Group LLC 0.16% Add +4.3% 389 $254K
Clark Wealth Partners 0.17% Add +1.0% 389 $254K
Horizon Advisory Services, Inc. 0.13% No change 388 $253K
Pine Harbor Wealth Management, LLC 0.08% No change 387 $253K
Dupree Financial Group, LLC 0.10% Add +1.6% 386 $252K
Prosperitas Financial LLC 0.09% Reduce -0.3% 386 $252K
Darwin Wealth Management, LLC 0.08% Reduce -5.7% 384 $251K
Uniting Wealth Partners, LLC 0.05% Reduce -34.8% 384 $251K
Nautilus Advisors LLC 0.17% Add +17.1% 383 $250K
Taylor Hoffman Capital Management LLC 0.08% New 382 $250K
Merrion Investment Management Co, LLC 0.13% No change 382 $250K
Professional Financial Advisors, LLC 0.05% Add +5.9% 379 $248K
Wealth Analytics Partners, LLC 0.10% No change 378 $247K
McGrath & Associates, Inc. 0.36% Add +9.0% 377 $246K
Unified Investment Management 0.25% New 376 $246K
Dumont & Blake Investment Advisors LLC 0.06% Reduce -2.8% 376 $245K
Morgan Dempsey Capital Management LLC 0.11% No change 375 $245K
Brian Low Financial Group, LLC 0.17% Reduce -20.6% 374 $244K
Ironvine Capital Partners, LLC 0.03% No change 374 $244K
Ankerstar Wealth, LLC 0.26% Reduce -9.1% 372 $243K
AJ Advisors, LLC 0.09% Add +0.3% 372 $243K
Financial Management, Inc. 0.23% Reduce -3.6% 371 $242K
First Fiduciary Investment Counsel, Inc. 0.05% Add +0.3% 370 $242K
White & Co Financial Planning Inc 0.17% Reduce -12.7% 370 $242K
Capital Wealth Management, LLC 0.07% Add +11.4% 370 $242K
RFG Holdings, Inc. 0.06% Reduce -2.9% 369 $241K
Abbot Financial Management, Inc. 0.10% No change 368 $240K
4WEALTH Advisors, Inc. 0.20% Add +0.3% 378 $240K
TKG Advisors, LLC 0.10% Reduce -10.3% 366 $239K
Bridgewealth Advisory Group, LLC 0.05% Add +6.7% 366 $239K
Schiavi & Co LLC 0.07% Add +14.1% 365 $239K
Axecap Investments, LLC 0.16% Reduce -80.9% 365 $238K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -2.7% 365 $238K
Redwood Family Wealth LLC 0.23% Add +1.1% 364 $238K
Guardian Wealth Advisors, LLC 0.14% Reduce -3.5% 363 $237K
Prosperity Advisers, LLC 0.20% No change 363 $237K
Heritage Wealth Management, Inc. 0.13% Reduce -16.7% 363 $237K
Ridgeline Wealth, LLC 0.17% No change 363 $237K
LaFleur & Godfrey LLC 0.03% No change 362 $236K
Aft, Forsyth & Company, Inc. 0.11% No change 361 $236K
Wallace Capital Management Inc. 0.03% No change 360 $235K
Envision Financial Transparency, LLC 0.23% — 360 $235K
Heritage Investors Management Corp. 0.01% Reduce -1.4% 360 $235K
Plotkin Financial Advisors, LLC 0.12% No change 359 $235K
Inlet Private Wealth, LLC 0.06% Reduce -7.5% 359 $235K
Graney & King, LLC 0.13% Add +0.3% 359 $234K
Shelton Wealth Management, LLC 0.10% No change 357 $233K
Towerpoint Wealth, LLC 0.09% Reduce -4.3% 356 $233K
Legacy Capital Group California, Inc. 0.09% Add +2.6% 355 $232K
Sendero Wealth Management, LLC 0.03% Reduce -57.6% 355 $232K
Portus Wealth Advisors, LLC 0.22% No change 355 $232K
Balanced Rock Investment Advisors LLC 0.16% New 354 $231K
Opinicus Capital, Inc. 0.16% Reduce -2.5% 353 $231K
IF Advisors, LLC 0.16% No change 353 $231K
Rise Advisors, LLC 0.08% Add +15.9% 349 $230K
Welch Financial Planning, LLC 0.17% New 351 $229K
Wealthstar Advisors, LLC 0.14% No change 351 $229K
Bannerstone Capital Management, LLC 0.21% Reduce -9.1% 350 $229K
Baron Wealth Management LLC 0.07% Reduce -75.4% 349 $228K
Darden Wealth Group Inc 0.12% No change 349 $228K
Phoenix Financial Ltd. 0.00% No change 349 $228K
Tassel Capital Management, Inc. 0.12% New 347 $227K
Nova Wealth Management, Inc. 0.15% Add +6.1% 346 $226K
Widmann Financial Services, Inc. 0.13% Add +10.5% 346 $226K
Pinkerton Wealth, LLC 0.02% No change 329 $225K
Base Wealth Management LLC 0.13% Add +9.2% 345 $225K
Westend Capital Management, LLC 0.07% Reduce -5.2% 344 $225K
Vienna Asset Management LLC 0.18% Add +0.3% 344 $225K
Tulsa Wealth Advisors, INC 0.04% New 342 $224K
Spinnaker Investment Group, LLC 0.04% Reduce -66.0% 338 $221K
LPWM LLC 0.06% New 337 $220K
Vannoy Advisory Group, Inc. 0.14% No change 336 $219K
United Asset Strategies, Inc. 0.02% Reduce -10.7% 335 $219K
Nicholson Wealth Management Group, LLC 0.13% No change 335 $219K
Winning Points Advisors, LLC 0.22% Add +13.9% 335 $219K
Paragon Private Wealth Management, LLC 0.07% No change 334 $218K
Ferguson Shapiro LLC 0.07% No change 334 $218K
Tortuga Wealth Management, Inc 0.20% Reduce -13.1% 332 $218K
Bank & Trust Co 0.15% No change 333 $218K
Roberts Financial Services LLC 0.07% New 333 $217K
RPg Family Wealth Advisory, LLC 0.05% Reduce -7.5% 332 $217K
Financial Connections Group, Inc. 0.08% Add +0.6% 333 $217K
Murphy & Mullick Capital Management Corp 0.16% Add +3.1% 331 $216K
Wynn Capital, LLC 0.11% No change 331 $216K
Summa Corp. 0.09% New 331 $216K
Ramsay, Stattman, Vela & Price, Inc. 0.04% No change 331 $216K
McGowan Group Asset Management, Inc. 0.03% No change 329 $215K
Cooper Capital Advisors LLC 0.15% No change 329 $215K
Braun-Bostich & Associates Inc. 0.13% Reduce -6.0% 329 $215K
Thompson Davis & Co., Inc. 0.14% Reduce -13.7% 328 $214K
Jacobs & Co. 0.02% No change 329 $214K
Columbia Advisory Partners LLC 0.14% Reduce -4.9% 327 $214K
Roehl & Yi Investment Advisors, LLC 0.08% New 326 $213K
Fielder Capital Group LLC 0.05% Reduce -52.1% 326 $213K
Clarus Group, Inc. 0.08% No change 325 $213K
Floyd Financial Group LLC 0.14% New 302 $212K
Beacon Harbor Wealth Advisors, Inc. 0.04% No change 325 $212K
Sather Financial Group Inc 0.01% New 325 $212K
Yousif Capital Management, LLC 0.00% No change 325 $212K
Crescent Sterling, Ltd. 0.20% New 324 $212K
United Wealth Management, LLC 0.05% Reduce -9.3% 323 $211K
Level Wealth Management LLC 0.10% Reduce -28.5% 323 $211K
KTF Investments, LLC 0.04% Add +0.3% 322 $210K
Hanson & Doremus Investment Management 0.02% Add +18.4% 322 $210K
Vaughan David Investments LLC 0.00% Reduce -48.0% 322 $210K
Quantum Financial Planning Services, Inc. 0.08% Reduce -4.5% 321 $210K
MayTech Global Investments, LLC 0.03% Add +0.3% 321 $210K
Prevail Innovative Wealth Advisors, LLC 0.04% New 321 $210K
Joule Financial, LLC 0.06% Reduce -78.1% 320 $209K
Altura Wealth Advisors Inc. 0.09% No change 320 $209K
Valpey Financial Services, LLC 0.14% No change 320 $209K
Moseley Investment Management Inc. 0.07% Reduce -6.2% 320 $209K
Riggs Asset Managment Co. Inc. 0.04% Reduce -2.1% 319 $208K
KRM Wealth Management L.L.C. 0.11% New 319 $208K
Bauman Advisory Group, LLC 0.15% New 318 $208K
Shira Ridge Wealth Management 0.08% Add +1.9% 317 $207K
Quarry Hill Advisors, LLC 0.09% Reduce -5.8% 290 $207K
Flagship Capital Management Inc. 0.15% No change 316 $206K
Victrix Investment Advisors 0.07% No change 316 $206K
360 Financial, Inc. 0.06% New 315 $206K
Boomfish Wealth Group, LLC 0.11% New 315 $206K
Spectrum Planning & Advisory Services Inc. 0.10% Reduce -6.3% 313 $204K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -94.9% 313 $204K
Weinberger Asset Management, Inc 0.08% New 312 $204K
Wolff Financial Management LLC 0.04% No change 312 $204K
Byrne Asset Management LLC 0.12% Reduce -8.3% 310 $202K
Burk Holdings LLC 0.09% No change 310 $202K
Mission Hills Financial Advisory, LLC 0.10% New 309 $202K
Sherman Wealth Management LLC 0.17% Add +0.3% 308 $201K
Plus Group Wealth Advisors LLC 0.22% No change 308 $201K
Partners Wealth Management, LLC 0.21% Reduce -20.4% 308 $201K
Optas, LLC 0.03% New 308 $201K
IFC & Insurance Marketing, Inc. 0.21% Add +43.5% 307 $201K
FSC Wealth Advisors, LLC 3.83% Reduce -72.0% 307 $200K
Hilton Head Capital Partners, LLC 0.11% No change 304 $199K
Powell Investment Advisors, LLC 0.07% No change 298 $195K
Anfield Capital Management, LLC 0.05% No change 292 $191K
Evergreen Private Wealth LLC 0.08% Reduce -4.0% 289 $189K
Capital Investment Counsel, Inc 0.02% Reduce -0.7% 288 $188K
Bellevue Asset Management, LLC 0.09% No change 286 $187K
WestEnd Advisors, LLC 0.00% Add +97.2% 280 $183K
Tripletail Wealth Management, LLC 0.25% No change 273 $180K
Millstone Evans Group, LLC 0.11% No change 274 $179K
Perkins Coie Trust Co 0.03% No change 273 $178K
Kentucky Trust Co 0.09% No change 270 $176K
Cedar Mountain Advisors, LLC 0.03% Add +0.4% 269 $176K
Networth Advisors, LLC 0.12% Reduce -8.6% 267 $174K
Covestor Ltd 0.12% Reduce -7.0% 266 $174K
Pin Oak Investment Advisors Inc. 0.12% No change 262 $171K
Friedenthal Financial 0.09% Add +7.8% 261 $170K
Urban Financial Advisory Corp 0.06% Add +9.8% 259 $169K
LFA - Lugano Financial Advisors SA 0.09% No change 257 $168K
Annis Gardner Whiting Capital Advisors, LLC 0.03% Add +9.4% 256 $167K
Marshall Investment Management, LLC 0.08% New 256 $167K
Wolff Wiese Magana LLC 0.09% No change 251 $164K
RHL Group, LLC 0.14% Add +0.4% 246 $160K
Weaver Capital Management LLC 0.03% Add +0.4% 244 $160K
North Ridge Wealth Advisors, Inc. 0.09% Add +31.1% 236 $154K
Core Alternative Capital 0.05% Reduce -29.9% 235 $154K
Leo H. Evart, Inc. 0.13% — 235 $153K
Insight Inv LLC 0.08% Reduce -1.3% 234 $153K
Arjuna Capital 0.04% No change 223 $146K
Morse Asset Management, Inc 0.03% Reduce -3.0% 223 $146K
SYM FINANCIAL Corp 0.01% New 221 $144K
ROSS\JOHNSON & Associates LLC 2.56% Reduce -6.9% 217 $142K
Scarborough Advisors, LLC 0.02% New 216 $141K
IFG Advisory, LLC 0.40% Reduce -98.7% 214 $140K
Private Wealth Management Group, LLC 0.04% Add +39.0% 214 $140K
Prudent Man Investment Management, Inc. 0.04% No change 191 $131K
Costello Asset Management, INC 0.04% No change 199 $130K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.10% Reduce -19.8% 198 $129K
CDKV Holdings LLC 0.11% No change 196 $128K
Robinswood Financial LLC 0.04% Add +21.3% 194 $127K
MPWM Advisory Solutions, LLC 0.07% No change 192 $125K
Smallwood Wealth Investment Management, LLC 0.06% Add +89.7% 184 $121K
Evelyn Partners Investment Management (Europe) Ltd 0.04% No change 178 $116K
IMG Wealth Management, Inc. 0.07% Reduce -71.8% 177 $116K
Boreal Capital Management LLC 0.11% Reduce -86.9% 175 $114K
Topsail Wealth Management, LLC 0.02% No change 174 $114K
Elevate Wealth Advisory, Inc. 0.07% No change 171 $112K
Gables Capital Management Inc. 0.05% No change 168 $110K
POM Investment Strategies, LLC 0.14% Reduce -88.8% 167 $109K
Albion Financial Group 0.01% Add +40.7% 166 $108K
Citizens National Bank Trust Department 0.02% Add +305.0% 162 $106K
Midway Capital Research & Management 0.10% New 161 $105K
Game Plan Financial Advisors, LLC 0.05% No change 161 $105K
Investors Portfolio Services LLC 0.10% Reduce -8.6% 160 $105K
Kopp Family Office, LLC 0.07% No change 147 $96K
Benson Wealth Management INC 0.13% No change 146 $95K
Rice Partnership, LLC 0.01% Add +30.4% 146 $95K
Godsey & Gibb, Inc. 0.01% Add +10.7% 145 $95K
Magnolia Wealth Management, LLC 0.06% New 145 $95K
Heartland Advisors Inc. 0.00% Reduce -17.2% 140 $91K
Aviso Financial Inc. 0.00% No change 140 $91K
Bell Investment Advisors, Inc 0.01% Reduce -73.3% 138 $90K
Go Invest LLC 0.03% Add +0.7% 136 $89K
Conquis Financial LLC 0.07% No change 123 $88K
Strategic Investment Management, LLC 0.04% No change 132 $86K
Wells Financial Advisors INC 0.39% Reduce -86.1% 131 $86K
Adirondack Trust Co. 0.03% No change 131 $86K
Quaker Wealth Management, LLC 0.03% Reduce -12.8% 130 $85K
Creative Capital Management Investments LLC 0.02% No change 129 $84K
Evolution Advisers, Inc. 0.04% Add +28.0% 128 $83K
Evergreen Advisors, LLC 0.02% New 127 $83K
Legend Capital Advisors LLC 0.05% New 124 $81K
NorthAvenue LLC 0.06% No change 122 $80K
Bullseye Investment Management, LLC 0.04% No change 121 $79K
Axiom Investment Management LLC 0.06% — 119 $78K
Missouri Trust & Investment Co 0.02% Reduce -11.3% 118 $77K
Van Den Berg Management I, Inc. 0.02% Reduce -88.5% 116 $76K
Burkett Financial Services, LLC 0.03% Add +213.9% 113 $74K
Hartford Financial Management Inc. 0.02% No change 108 $71K
Bullock Wealth Management Group 0.03% No change 104 $69K
BankChampaign, National Association 0.07% Reduce -92.7% 104 $68K
Thompson Investment Management, Inc. 0.01% No change 103 $67K
Blume Capital Management, Inc. 0.01% No change 100 $65K
Legal & General Group Plc 0.00% Reduce -4.8% 100 $65K
Hager Investment Management Services, LLC 0.04% No change 99 $65K
Ulland Investment Advisors, LLC 0.06% No change 98 $64K
Bradley & Co. Private Wealth Management, LLC 0.03% No change 95 $62K
Horizon Bancorp Inc. 0.03% No change 94 $61K
Chesapeake Asset Management LLC 0.05% No change 91 $59K
Clarity Asset Management, Inc. 0.03% Add +64.8% 89 $58K
Dorato Capital Management 0.04% No change 80 $54K
TopTier Wealth Management, LLC 0.03% New 80 $52K
Advisortrust Partners, LLC 0.02% New 79 $52K
Intentional Wealth Strategies, LLC 0.04% — 73 $48K
Zeit Capital LLC 0.03% New 70 $46K
Financial Management Professionals, Inc. 0.01% New 70 $46K
Dynamic Wealth Strategies, LLC 0.03% No change 67 $44K
Duncker Streett & Co. Inc. 0.01% Add +4.8% 66 $43K
Prosperity Bancshares Inc 0.03% No change 64 $42K
Park Square Financial Group, LLC 0.30% Reduce -22.1% 60 $39K
Your Advocates Ltd., LLP 0.01% Reduce -54.9% 65 $39K
Eukles Asset Management 0.02% No change 59 $39K
Sittner & Nelson, LLC 0.01% No change 55 $36K
Kennebec Savings Bank 0.03% No change 54 $35K
Cheviot Value Management, LLC 0.00% No change 53 $35K
Capital & Planning, LLC 0.02% New 52 $34K
Knuff & Co LLC 0.01% Reduce -47.4% 50 $33K
Pflug Koory, LLC 0.01% No change 48 $31K
Rakuten Securities, Inc. 0.01% Reduce -51.6% 46 $30K
Swiss Re Ltd. 0.18% Reduce -100.0% 45 $29K
GS Investments, Inc. 0.02% No change 44 $29K
Tower View Wealth Management LLC 0.01% No change 44 $29K
John A. Wolfe & Associates, Inc. 0.04% New 42 $27K
Punch & Associates Investment Management, Inc. 0.00% Add +50.0% 42 $27K
Purpose Unlimited Inc. 0.00% New 39 $25K
Birchbrook, Inc. 0.01% Reduce -5.0% 38 $25K
Nvwm, LLC 0.01% Reduce -26.9% 38 $25K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 37 $24K
Marquette Asset Management, LLC 0.00% Reduce -21.3% 37 $24K
Global Trust Asset Management, LLC 0.01% No change 36 $23K
Entrust Financial LLC 0.02% No change 33 $22K
Sawyer & Company, Inc 0.01% No change 32 $21K
Daytona Street Capital LLC 0.02% No change 30 $20K
Elevation Wealth Partners, LLC 0.01% Reduce -51.6% 30 $20K
WealthCollab, LLC 0.01% No change 24 $16K
DB Fitzpatrick & Co, Inc 0.01% No change 24 $16K
McGuire Capital Advisors Inc. 0.01% No change 23 $15K
Osbon Capital Management LLC 0.01% No change 22 $14K
Accordant Advisory Group Inc 0.01% New 22 $14K
Longview Financial Advisors LLC 0.01% No change 22 $14K
Asset Planning,Inc 0.01% No change 22 $14K
Innovative Asset Advisors Group, LLC 0.01% — 19 $12K
Imprint Wealth LLC 0.05% No change 16 $10K
Nvest Wealth Strategies, Inc. 0.01% No change 14 $9K
Wilkerson Advisory Group LLC 0.00% New 14 $9K
Western Pacific Wealth Management, LP 0.01% Add +7.7% 14 $9K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% Reduce -97.6% 10 $7K
Vision Financial Markets LLC 0.01% No change 11 $7K
West Financial Advisors, LLC 0.00% No change 10 $7K
Kiker Wealth Management, LLC 0.00% New 8 $5K
Spurstone Advisory Services, LLC 0.07% No change 6 $4K
LM Advisors LLC 0.02% Reduce -4.6% 1,787 $3K
Ball & Co Wealth Management Inc. 0.00% No change 3 $2K
Decker Retirement Planning Inc. 0.00% Reduce -95.2% 2 $1K
Chelsea Counsel Co. 0.00% No change 1 $654

"% 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.