iShares S&P 500 Growth ETFIVWETF

13F holders, Q3 2025 (September 30)
1,939holders +50
113new positions
55sold out
6famous investors
$120.66avg. 13F price*

At the end of Q3 2025, 1,939 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 50 from Q2 2025. 113 opened new positions and 55 sold out. The largest holders were Envestnet Asset Management Inc. ($5.5B), JPMorgan Chase & Co. ($5.0B) and Morgan Stanley ($4.0B). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
iShares S&P 500 Growth ETF
CUSIP
464287309
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,0002,500 Q1 2024: 1,599Q1 2024Q2 2024: 1,662Q2 2024Q3 2024: 1,706Q3 2024Q4 2024: 1,875Q4 2024Q1 2025: 1,837Q1 2025Q2 2025: 1,889Q2 2025Q3 2025: 1,939Q3 2025Q4 2025: 2,076Q4 2025Q1 2026: 2,053Q1 2026Q2 2026: 2,137Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions113$142.4M
Exits55$76.9M

All 13F filers, Q2 2025 → Q3 2025: 12,295,747 shares bought and 15,031,368 shares sold, net −2,735,621 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,939 holders

Envestnet Asset Management Inc. 1.58% Add +0.4% 45,556,746 $5.5B
JPMorgan Chase & Co. 0.32% Reduce -2.5% 41,335,848 $5.0B
Morgan Stanley 0.24% Reduce -1.6% 33,459,761 $4.0B
LPL Financial LLC 0.69% Add +4.5% 19,458,986 $2.3B
Bank of America Corp. 0.17% Reduce -1.4% 18,438,131 $2.2B
Wells Fargo & Company 0.37% Reduce -4.1% 14,940,940 $1.8B
UBS Group AG 0.21% Add +0.9% 8,911,282 $1.1B
Ameriprise Financial Inc. 0.23% Reduce -0.8% 8,428,311 $1.0B
Stifel Financial Corp. 0.79% Add +0.4% 7,158,604 $864.2M
PNC Financial Services Group, Inc. 0.41% Reduce -0.3% 5,550,827 $670.1M
Cwm, LLC 1.74% Reduce -8.5% 4,798,004 $579.2M
Goldman Sachs Group Inc. 0.08% Reduce -29.0% 4,514,028 $544.9M
BlackRock, Inc. 0.01% Reduce -4.1% 4,365,895 $527.1M
Cetera Investment Advisers 0.61% Add +32.8% 4,362,568 $526.6M
Raymond James Financial Inc. 0.17% Add +1.2% 4,309,062 $520.2M
M&T Bank Corp 1.67% Reduce -3.1% 4,116,504 $496.9M
FIL Ltd 0.37% Add +14.6% 3,898,341 $470.6M
Lido Advisors, LLC 1.82% Add +6.5% 3,639,449 $439.4M
Mariner, LLC 0.56% Reduce -0.4% 3,604,139 $435.1M
Park Avenue Securities LLC 3.37% Reduce -1.5% 3,575,069 $431.6M
Envestnet Portfolio Solutions, Inc. 1.58% Reduce -5.2% 3,551,332 $428.7M
MML Investors Services, LLC 1.06% Reduce -1.4% 3,286,708 $396.8M
Commonwealth Equity Services, LLC 0.50% Reduce -10.5% 3,220,554 $388.8M
Royal Bank of Canada 0.07% Add +1.4% 3,218,816 $388.6M
Manufacturers Life Insurance Company, The 0.29% Add +70.2% 2,908,525 $351.1M
Jones Financial Companies LLLP 0.23% Add +1.9% 2,811,945 $336.8M
Regions Financial Corp. 2.16% Reduce -1.3% 2,750,825 $332.1M
HB Wealth Management, LLC 1.98% Add +5.7% 2,409,948 $290.9M
Janney Montgomery Scott LLC 0.62% Reduce -4.1% 2,151,752 $259.8M
Osaic Holdings, Inc. 0.35% Add +3.8% 2,143,920 $252.0M
FMR LLC 0.01% Reduce -0.5% 2,036,951 $245.9M
HighTower Advisors, LLC 0.27% Add +6.5% 1,998,086 $241.2M
Sofi Wealth, LLC 12.39% Reduce -1.5% 1,905,256 $230.0M
Foundations Investment Advisors, LLC 3.31% Add +3.2% 1,887,453 $227.9M
NewEdge Advisors, LLC 0.94% Add +3.6% 1,718,950 $207.5M
Northwestern Mutual Wealth Management Co. 0.14% Add +1.3% 1,677,939 $202.6M
Bank of New York Mellon Corp 0.04% Add +1.4% 1,649,365 $199.1M
Steward Partners Investment Advisory, LLC 1.08% Add +104.7% 1,562,762 $188.7M
Thrivent Financial for Lutherans 0.35% Add +196.9% 1,441,392 $174.0M
Sanctuary Advisors, LLC 0.90% Reduce -3.7% 1,306,322 $157.7M
Moneta Group Investment Advisors LLC 1.24% Add +2.4% 1,293,428 $156.1M
JB Capital LLC 6.27% Add +0.2% 1,204,563 $145.4M
Truist Financial Corp. 0.19% Reduce -2.0% 1,165,761 $140.7M
Cambridge Investment Research Advisors, Inc. 0.38% Add +1.3% 1,142,758 $138.0M
Rehmann Capital Advisory Group 7.41% Reduce -4.3% 1,120,983 $135.4M
MAI Capital Management 0.84% Reduce -0.2% 1,111,594 $134.2M
Calamos Wealth Management LLC 4.88% Add +2.3% 1,107,429 $133.7M
United Capital Financial Advisors, LLC 0.93% Reduce -3.0% 1,065,257 $128.6M
Focus Partners Wealth 0.21% Reduce -0.5% 1,060,962 $128.1M
LVZ, Inc. 14.09% Add +19.4% 1,026,958 $124.0M
Courier Capital LLC 6.91% Reduce -2.1% 998,419 $120.5M
Comerica Bank 0.43% Reduce -3.3% 952,775 $115.0M
Cliftonlarsonallen Wealth Advisors, LLC 1.81% Reduce -5.4% 950,939 $114.8M
US Bancorp \de 0.14% Reduce -30.1% 943,485 $113.9M
Two Sigma Investments, LP 0.17% Reduce -29.5% 893,931 $107.9M
NorthCoast Asset Management LLC 0.42% Add +2.7% 892,589 $107.8M
Baird Financial Group, Inc. 0.17% Reduce -3.3% 883,663 $106.7M
Modern Wealth Management, LLC 2.05% Reduce -20.8% 858,560 $103.6M
Keybank National Association 0.32% Reduce -1.6% 761,658 $91.9M
Advocacy Wealth Management, LLC 3.96% Add +0.8% 754,939 $91.1M
Northern Trust Corp. 0.01% Add +0.0% 731,210 $88.3M
World Investment Advisors 1.80% Reduce -1.9% 729,990 $88.1M
Modera Wealth Management, LLC 1.00% Reduce -0.8% 714,830 $86.3M
Ascent Group, LLC 2.96% Reduce -5.4% 693,464 $83.7M
AE Wealth Management LLC 0.53% Add +4.1% 693,299 $83.7M
Kestra Advisory Services, LLC 0.38% Reduce -2.9% 689,623 $83.3M
Midland Wealth Advisors, LLC 4.39% Reduce -40.2% 680,238 $82.1M
Rockefeller Capital Management L.P. 0.16% Add +2.0% 677,237 $81.8M
Private Advisor Group, LLC 0.40% Reduce -2.7% 672,804 $81.2M
Fifth Third Bancorp 0.26% Reduce -8.4% 666,244 $80.4M
Creative Planning 0.06% Add +1.3% 650,204 $78.5M
Salomon & Ludwin, LLC 6.85% Reduce -4.7% 628,889 $76.1M
Stegner Investment Associates Inc. 41.74% Reduce -0.8% 630,543 $76.1M
Valmark Advisers, Inc. 0.97% Reduce -2.0% 619,350 $74.8M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -0.1% 615,149 $74.4M
SilverOak Wealth Management LLC 11.84% Add +0.0% 581,363 $70.2M
Bank of Montreal 0.03% Reduce -1.1% 554,145 $66.9M
USA Financial Formulas 11.64% Reduce -4.5% 547,462 $66.1M
Allworth Financial LP 0.28% Reduce -1.1% 530,547 $64.0M
North Star Investment Management Corp. 4.03% Add +0.3% 518,899 $62.6M
Probity Advisors, Inc. 9.81% Reduce -1.1% 501,264 $60.5M
SCS Capital Management LLC 0.66% Reduce -17.1% 499,052 $60.2M
Austin Private Wealth, LLC 4.45% Reduce -10.1% 478,631 $57.8M
Captrust Financial Advisors 0.12% Add +0.4% 477,996 $57.7M
CreativeOne Wealth, LLC 1.37% Reduce -1.2% 463,167 $55.9M
Waverly Advisors, LLC 0.56% Add +2.4% 462,200 $55.8M
Atria Investments, Inc 0.63% Add +4.5% 457,419 $55.2M
Choreo, LLC 0.68% Reduce -3.1% 431,975 $52.1M
Sigma Planning Corp 1.48% Add +0.8% 431,166 $52.1M
OneDigital Investment Advisors LLC 0.52% Reduce -5.0% 420,999 $50.8M
West Wealth Group, LLC 11.43% Add +0.5% 421,069 $50.7M
Principal Securities, Inc. 0.83% Add +8.8% 418,180 $50.5M
Icon Wealth Advisors, LLC 3.41% Reduce -1.7% 416,245 $50.2M
IFP Advisors, Inc 1.27% Add +68.5% 405,012 $48.9M
Stratos Wealth Partners, LTD. 0.58% Add +38.1% 402,642 $48.6M
&partners 0.31% Add +15.7% 400,855 $48.4M
MA Private Wealth 7.94% Reduce -0.1% 390,974 $47.2M
Connecticut Wealth Management, LLC 2.08% Reduce -0.1% 388,817 $46.9M
Encompass Wealth Advisors, LLC 15.54% Add +0.1% 378,086 $45.6M
Barings LLC 0.88% Add +51.9% 371,209 $44.8M
Financial Life Advisors 14.38% Reduce -4.8% 370,887 $44.8M
Clearstead Advisors, LLC 0.64% Add +1.1% 366,620 $44.3M
Lee Financial Co 5.51% Reduce -0.5% 362,653 $43.8M
1834 Investment Advisors Co. 5.36% Reduce -11.5% 361,933 $43.7M
Foundation Wealth Management, LLC 29.08% Reduce -2.6% 353,823 $42.7M
Calydon Capital 6.78% Reduce -50.0% 351,998 $42.5M
Citigroup Inc. 0.03% Add +0.1% 343,373 $41.5M
Mercer Global Advisors Inc. 0.07% Reduce -8.5% 339,076 $40.9M
Greenleaf Trust 0.37% Reduce -0.7% 338,801 $40.9M
Busey Bank 1.13% Reduce -1.4% 336,790 $40.7M
CGC Financial Services, LLC 11.18% New 335,855 $40.5M
LMG Wealth Partners, LLC 7.50% Reduce -0.1% 334,164 $40.3M
Sharkey, Howes & Javer 5.08% Add +1.7% 327,477 $39.5M
Pathstone Holdings, LLC 0.15% Reduce -0.0% 323,097 $39.0M
Praetorian Wealth Management, Inc. 7.91% Reduce -1.6% 319,294 $38.5M
Bokf, NA 0.58% Reduce -1.3% 316,794 $38.2M
Dynasty Wealth Management, LLC 0.51% Add +70.2% 315,669 $38.1M
Concurrent Investment Advisors, LLC 0.65% Add +0.4% 312,243 $37.7M
BOK Financial Private Wealth, Inc. 2.35% Reduce -4.0% 309,677 $37.4M
Amarillo National Bank 6.56% Reduce -1.1% 309,320 $37.3M
Corient Private Wealth LP 0.06% Add +10.5% 304,135 $36.7M
J.W. Cole Advisors, Inc. 0.70% Add +5.1% 303,061 $36.6M
MV Capital Management, Inc. 3.45% Reduce -1.4% 297,725 $35.9M
Sterling Investment Counsel, LLC 11.39% Add +67.4% 294,224 $35.5M
Farther Finance Advisors, LLC 0.54% Add +42.1% 293,366 $35.4M
Arkadios Wealth Advisors 0.87% Reduce -4.4% 292,201 $35.3M
Powell Investment Advisors, LLC 12.26% Reduce -0.8% 290,370 $35.1M
Orion Porfolio Solutions, LLC 0.27% Reduce -8.3% 288,852 $34.9M
Cerity Partners LLC 0.06% Reduce -10.7% 287,129 $34.7M
SteelPeak Wealth, LLC 1.15% Reduce -3.2% 283,423 $34.2M
Sagespring Wealth Partners, LLC 0.67% Add +6.9% 283,078 $34.2M
Stone House Investment Management, LLC 5.69% Reduce -4.5% 279,896 $33.8M
Wealthspire Advisors, LLC 0.18% Reduce -2.6% 278,216 $33.6M
Silicon Valley Capital Partners 3.13% Reduce -0.0% 274,693 $33.2M
Forvis Mazars Wealth Advisors, LLC 0.66% Reduce -0.5% 274,300 $33.1M
Vestmark Advisory Solutions, Inc. 0.63% Add +231.7% 273,381 $33.0M
Blue Edge Capital, LLC 4.63% Add +2.6% 269,798 $32.6M
Gladstone Institutional Advisory LLC 1.25% Add +1.6% 268,762 $32.4M
Capital Analysts, LLC 0.94% Add +2.9% 266,579 $32.2M
First Merchants Corp. 1.21% Add +0.6% 266,104 $32.1M
First Hawaiian Bank 4.09% Reduce -4.5% 263,928 $31.9M
Mgo One Seven LLC 0.73% Add +286.9% 261,916 $31.6M
Apollon Wealth Management, LLC 0.56% Add +9.8% 260,728 $31.5M
Wilmington Savings Fund Society, FSB 0.76% Reduce -3.9% 260,217 $31.4M
Financiere des Professionnels - Fonds d'investissement inc. 1.81% Reduce -50.0% 260,000 $31.4M
Integrity Alliance, Llc. 1.48% Add +13.3% 259,139 $31.3M
Meridian Wealth Partners, LLC 4.29% Add +56.6% 258,036 $31.2M
Liberty Wealth Management LLC 4.38% Add +2.7% 257,637 $31.1M
Ewa, LLC 8.59% Reduce -3.4% 256,954 $31.0M
Integrated Wealth Concepts LLC 0.28% Reduce -50.1% 256,883 $31.0M
ShoreHaven Wealth Partners, LLC 11.41% Add +1.9% 255,391 $30.8M
Pettinga Financial Advisors LLC 6.00% Reduce -2.1% 254,846 $30.8M
Sequoia Financial Advisors, LLC 0.19% Reduce -0.2% 254,480 $30.7M
Global Retirement Partners, LLC 0.69% Add +5.1% 253,769 $30.6M
Natixis Advisors, LLC 0.04% Add +1.8% 253,099 $30.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -19.9% 252,239 $30.5M
Cahill Financial Advisors Inc. 3.45% Reduce -3.1% 251,223 $30.3M
Stokes Family Office, LLC 2.87% Reduce -7.2% 250,683 $30.3M
Horst & Graben Wealth Management LLC 4.59% Reduce -2.6% 248,839 $30.0M
Beacon Pointe Advisors, LLC 0.25% Reduce -11.1% 248,691 $30.0M
Kwmg, LLC 2.60% Add +0.5% 246,145 $29.7M
TD Private Client Wealth LLC 0.67% Reduce -11.3% 245,036 $29.6M
Csenge Advisory Group 1.41% Reduce -2.2% 244,213 $29.5M
Kestra Private Wealth Services, LLC 0.38% Add +6.5% 243,393 $29.4M
HSBC Holdings PLC 0.02% No change 241,400 $29.1M
ADG Wealth Management Group, LLC 23.14% Reduce -0.9% 241,164 $29.1M
High Falls Advisors, Inc 5.93% Reduce -5.3% 238,739 $28.8M
Security Financial Services, INC. 4.61% Reduce -3.4% 236,000 $28.5M
Merit Financial Group, LLC 0.26% Add +2.0% 235,085 $28.4M
Droms Strauss Advisors Inc. /Mo/ 8.09% Reduce -6.8% 231,193 $27.9M
Financial Engines Advisors L.L.C. 0.05% Reduce -8.0% 231,156 $27.9M
Detalus Advisors, LLC 7.09% Reduce -2.3% 226,720 $27.4M
Brookstone Capital Management 0.32% Add +4.4% 224,389 $27.1M
SPC Financial, Inc. 2.12% Reduce -1.9% 224,358 $27.1M
Avior Wealth Management, LLC 0.87% Add +0.5% 222,844 $26.9M
Western Wealth Management, LLC 1.40% Reduce -0.9% 219,649 $26.5M
StoneX Group Inc. 1.16% Reduce -1.6% 219,196 $26.5M
Saiph Capital, LLC 9.48% Reduce -1.6% 218,195 $26.3M
Equitable Holdings, Inc. 0.19% Add +23.0% 216,582 $26.1M
Wealth Alliance, LLC 2.68% Reduce -3.1% 215,956 $26.1M
Per Stirling Capital Management, LLC. 3.10% Reduce -5.0% 214,460 $25.9M
Ameritas Investment Partners, Inc. 0.79% Reduce -4.6% 214,369 $25.9M
Triad Wealth Partners, LLC 3.28% Add +20.9% 210,875 $25.5M
One Wealth Advisors, LLC 3.19% Reduce -0.7% 210,597 $25.4M
Pinkerton Wealth, LLC 2.68% Reduce -21.1% 206,238 $24.9M
GHP Investment Advisors, Inc. 1.03% Reduce -1.5% 203,848 $24.6M
First Heartland Consultants, Inc. 1.98% Reduce -21.1% 203,616 $24.6M
Citizens Financial Group Inc. 0.34% Add +2.3% 203,395 $24.6M
Spire Wealth Management 0.82% Reduce -0.5% 200,577 $24.2M
McMorgan & Co. LLC 3.64% Reduce -16.3% 195,954 $23.7M
Callan Family Office, LLC 0.75% Add +8.7% 193,833 $23.4M
Guidance Point Advisors, LLC 5.78% Reduce -3.0% 192,037 $23.2M
Scissortail Wealth Management, LLC 5.03% Reduce -3.0% 191,184 $23.1M
Avantax Planning Partners, Inc. 0.66% Reduce -3.2% 190,149 $23.0M
Physician Wealth Advisors, Inc. 3.26% Reduce -0.9% 189,768 $22.9M
Cullen/Frost Bankers, Inc. 0.26% Reduce -0.6% 188,362 $22.7M
PAX Financial Group, LLC 4.10% Add +4.8% 188,352 $22.7M
Sunbelt Securities, Inc. 1.56% Add +3.4% 186,955 $22.6M
Keystone Financial Services 6.99% Add +2.3% 186,954 $22.6M
Sei Investments Co. 0.02% Reduce -3.6% 186,856 $22.6M
MJT & Associates Financial Advisory Group, Inc. 18.30% Add +9.4% 186,360 $22.5M
Ashton Thomas Private Wealth, LLC 0.57% Add +68.4% 183,571 $22.2M
FAS Wealth Partners, Inc. 1.47% Reduce -1.0% 180,308 $21.8M
Kelly Financial Services LLC 5.62% Reduce -3.4% 179,795 $21.7M
Johnson Investment Counsel Inc. 0.18% Add +8.5% 177,929 $21.5M
UMB Bank, n.a. 0.32% Reduce -3.8% 177,445 $21.4M
Ifrah Financial Services, Inc. 5.55% Reduce -2.6% 177,269 $21.4M
Trek Financial, LLC 1.27% Reduce -0.9% 176,348 $21.3M
Swmg, LLC 6.41% Add +22.6% 174,486 $21.2M
Independent Solutions Wealth Management, LLC 3.76% Add +2.4% 175,530 $21.2M
Gallagher Capital Advisors, LLC 12.12% Add +67.8% 168,300 $21.1M
CFS Investment Advisory Services, LLC 1.54% Reduce -5.8% 169,656 $20.8M
Adaptive Financial Consulting, LLC 8.32% Reduce -0.9% 172,386 $20.8M
Cresset Asset Management, LLC 0.09% Reduce -0.7% 168,190 $20.3M
VestGen Advisors, LLC 0.67% Reduce -1.1% 167,496 $20.2M
Focus Financial Network, Inc. 0.71% Add +1.3% 164,364 $19.8M
Laird Norton Wetherby Trust Company, LLC 3.39% No change 163,647 $19.8M
ONE Advisory Partners, LLC 6.02% Reduce -2.1% 162,591 $19.6M
Ironwood Financial, llc 3.47% Reduce -5.1% 162,283 $19.6M
Mesirow Financial Investment Management, Inc. 0.34% Reduce -0.7% 159,115 $19.2M
Eq LLC 6.51% Add +6.8% 158,933 $19.2M
Capital Advisors, Ltd. LLC 2.13% Add +0.8% 156,068 $18.8M
DT Investment Partners, LLC 1.59% No change 155,923 $18.8M
Barrett & Company, Inc. 6.39% Add +7.4% 154,458 $18.6M
TCP Asset Management, LLC 3.32% Add +1.8% 154,292 $18.6M
Patton Albertson Miller Group, LLC 2.23% Add +6.5% 153,251 $18.5M
Quantinno Capital Management LP 0.05% Add +47.7% 153,044 $18.5M
Prosperity Consulting Group, LLC 0.91% Reduce -3.7% 153,006 $18.5M
Blue Trust, Inc. 0.21% Reduce -19.6% 152,562 $18.4M
Instrumental Wealth, LLC 12.85% Add +0.1% 147,298 $18.3M
Trust Point Inc. 1.48% No change 151,750 $18.3M
Rodgers & Associates, LTD 1.87% Reduce -0.9% 150,318 $18.1M
Savant Capital, LLC 0.11% Reduce -1.1% 150,164 $18.1M
Legacy Financial Group LLC 2.37% Reduce -0.6% 150,013 $18.1M
Ieq Capital, LLC 0.05% Reduce -1.7% 149,718 $18.1M
Sterling Financial Planning, Inc. 5.64% Reduce -4.8% 148,099 $17.9M
JFS Wealth Advisors, LLC 1.04% Add +2.0% 147,385 $17.8M
Kilter Group LLC 8.30% Reduce -2.0% 145,014 $17.5M
M1 Capital Management LLC 7.55% Reduce -4.0% 144,887 $17.5M
Acropolis Investment Management, LLC 0.89% Add +2.3% 158,497 $17.5M
WealthShield Partners, LLC 1.98% Reduce -1.3% 144,290 $17.4M
CoreCap Advisors, LLC 0.63% Reduce -17.4% 143,071 $17.3M
Carbahal Olsen Financial Services Group, LLC 13.78% Reduce -4.0% 142,203 $17.2M
Blair William & Co. 0.05% Add +0.7% 142,120 $17.2M
Cosner Financial Group, LLC 9.22% Add +8.0% 71,569 $17.2M
McNaughton Wealth Management, LLC 7.23% Reduce -6.2% 142,028 $17.1M
Vise Technologies, Inc. 0.64% Add +173.4% 141,961 $17.1M
Snowden Capital Advisors LLC 0.47% Add +0.2% 141,699 $17.1M
Advisory Services Network, LLC 0.25% Add +1.0% 140,903 $17.0M
Mutual Advisors, LLC 0.37% Add +0.8% 138,992 $16.9M
Carl P. Sherr & Co., LLC 7.93% Reduce -0.7% 138,622 $16.7M
Invst, LLC 1.88% Reduce -4.6% 137,182 $16.6M
Fifth Third Securities, Inc. 1.12% Reduce -2.6% 136,317 $16.5M
Lansing Street Advisors 4.32% Add +19.6% 134,847 $16.3M
Prudential Financial Inc. 0.02% Add +294.6% 134,590 $16.2M
Watts Gwilliam & Co., LLC 2.62% Add +0.2% 134,238 $16.2M
Cypress Wealth Services, LLC 2.65% Reduce -2.0% 133,856 $16.2M
Assetmark, Inc. 0.03% Reduce -10.7% 133,503 $16.1M
Rothschild Wealth LLC 3.51% Add +4.7% 133,463 $16.1M
Regal Investment Advisors LLC 1.04% Add +1.6% 132,269 $16.0M
American Wealth Advisors, LLC 15.31% — 128,221 $15.5M
Argent Trust Co 0.54% Reduce -0.8% 126,822 $15.3M
Sovran Advisors, LLC 1.35% Add +9.1% 122,395 $15.2M
Perkins Coie Trust Co 2.81% Reduce -2.0% 123,709 $14.9M
AQR Capital Management 0.01% Add +33.3% 123,509 $14.9M
LBMC Investment Advisors, LLC 0.95% Reduce -4.1% 123,137 $14.9M
Willis Johnson & Associates, Inc. 0.92% Reduce -2.4% 122,771 $14.8M
Avid Wealth Partners LLC 7.28% Add +2.0% 121,276 $14.6M
Brown Advisory Inc. 0.02% Reduce -0.2% 120,393 $14.5M
Bank Hapoalim BM 1.86% New 119,500 $14.4M
Peapack Gladstone Financial Corp. 0.19% Reduce -8.0% 119,085 $14.4M
WCG Wealth Advisors LLC 0.90% Reduce 0.0% 118,928 $14.4M
W Advisors, LLC 7.55% Reduce -0.7% 118,718 $14.3M
Mayflower Financial Advisors, LLC 1.78% Add +4.8% 117,528 $14.2M
United Bank 1.69% Reduce -0.3% 117,429 $14.2M
Ascent Capital Management, LLC 11.28% Reduce -0.1% 117,036 $14.1M
Twin Focus Capital Partners, LLC 1.79% Add +16.8% 116,995 $14.1M
Composition Wealth, LLC 0.21% Reduce -46.2% 116,387 $14.1M
Beese Fulmer Investment Management, Inc. 0.97% Reduce -0.6% 116,106 $14.0M
Farmers & Merchants Investments Inc. 0.40% Reduce -0.0% 115,509 $13.9M
Centerpoint Advisors, LLC 4.29% Reduce -0.1% 114,504 $13.8M
Blue Zone Wealth Advisors, LLC 2.75% Add +3.8% 114,301 $13.8M
Turtle Creek Wealth Advisors, LLC 1.23% Add +338.1% 114,230 $13.8M
Founders Grove Wealth Partners, LLC 3.24% Reduce -1.9% 114,150 $13.8M
Midwest Financial Group LLC 6.53% Add +2.2% 113,544 $13.7M
Keebeck Wealth Management 1.61% Reduce -13.6% 112,945 $13.6M
Planned Solutions, Inc. 4.72% Add +6.2% 112,685 $13.6M
Laird Norton Wetherby Wealth Management, LLC 0.55% No change 112,123 $13.5M
Asset Management One Co., Ltd. 0.04% Reduce -34.1% 110,500 $13.3M
CX Institutional 0.40% Reduce -6.7% 109,551 $13.2M
Clark Financial Services Group Inc. 6.99% Add +38.7% 109,021 $13.2M
Apeiron RIA LLC 2.96% Add +31.4% 108,898 $13.2M
Traynor Capital Management, Inc. 0.75% Reduce -1.4% 108,806 $13.1M
YHB Investment Advisors, Inc. 0.95% Add +0.1% 108,150 $13.1M
Koss-Olinger Consulting, LLC 1.07% Add +0.4% 118,205 $13.0M
TRUE Private Wealth Advisors 1.33% Add +597.2% 107,773 $13.0M
Nicolet Bankshares Inc. 2.09% Reduce -11.6% 107,585 $13.0M
Level Four Advisory Services, LLC 0.44% Add +0.6% 107,553 $13.0M
Bay Harbor Wealth Management, LLC 3.51% Reduce -6.3% 107,514 $13.0M
Apella Capital, LLC 0.28% Add +764.6% 106,542 $12.8M
Clear Creek Financial Management, LLC 1.10% Reduce -17.3% 105,617 $12.7M
True Freedom Investing, LLC 4.49% Reduce -5.8% 104,108 $12.6M
Financial Advisors Network, Inc. 1.78% Reduce -0.5% 104,035 $12.6M
Signature Wealth Management Partners, LLC 6.57% Add +2.4% 103,932 $12.5M
Perigon Wealth Management, LLC 0.26% Reduce -1.5% 103,496 $12.5M
Horizon Family Wealth, Inc. 7.05% Add +0.5% 101,581 $12.3M
Pallas Capital Advisors LLC 0.44% Add +2.2% 99,808 $12.0M
Old National Bancorp 0.21% Add +27.4% 99,621 $12.0M
Ehrlich Financial Group 7.07% Add +1.2% 98,737 $11.9M
Alliancebernstein L.P. 0.00% Add +2.0% 98,186 $11.9M
First Financial Bank - Trust Division 1.01% Reduce -3.5% 97,815 $11.8M
Ameritas Advisory Services, LLC 0.77% Add +40.5% 97,539 $11.8M
Howard Capital Management, LLC 0.16% Reduce -2.5% 97,390 $11.8M
Forthright Family Wealth Advisory LLC 7.22% Reduce -11.5% 97,332 $11.7M
Hancock Whitney Corp. 0.21% Reduce -3.9% 97,262 $11.7M
KMG Fiduciary Partners, LLC 0.78% Reduce -0.8% 96,678 $11.7M
Associated Banc-Corp 0.31% Reduce -0.8% 96,438 $11.6M
Great Valley Advisor Group, Inc. 0.23% Reduce -24.9% 96,293 $11.6M
Geneos Wealth Management Inc. 0.29% Reduce -1.6% 96,034 $11.6M
Maia Wealth LLC 1.95% Reduce -0.5% 93,008 $11.6M
Financial Perspectives, Inc 3.19% Add +0.7% 95,304 $11.5M
Pacific Financial Group Inc. 8.50% Reduce -4.5% 95,081 $11.5M
Ancora Advisors LLC 0.23% Add +4.8% 94,971 $11.5M
BKM Wealth Management, LLC 4.23% Reduce -1.4% 94,967 $11.5M
Parallel Advisors, LLC 0.21% Reduce -80.2% 94,353 $11.4M
Tiaa Trust, National Association 0.03% Reduce -0.1% 94,061 $11.4M
Lee, Kelleher & Klein Wealth Management 6.99% Reduce -12.1% 94,045 $11.4M
Susquehanna International Group, LLP 0.02% Add +287.8% 93,477 $11.3M
FineMark National Bank & Trust 0.37% Add +11.3% 93,393 $11.3M
TSA Wealth Managment LLC 3.83% Reduce -3.6% 93,132 $11.2M
North Berkeley Wealth Management, LLC 8.72% Reduce -4.1% 91,564 $11.1M
Oppenheimer & Co. Inc. 0.13% Add +22.9% 91,198 $11.0M
Florin Court Capital LLP 8.62% Add +24.1% 91,100 $11.0M
Pinnacle Financial Partners Inc 0.26% Reduce -0.9% 90,782 $11.0M
Harbour Investments, Inc. 0.25% Reduce -2.0% 90,733 $11.0M
Simon Quick Advisors, LLC 0.49% Reduce -0.6% 89,431 $10.8M
Broadview Financial Management, LLC 7.25% Reduce -6.2% 89,008 $10.7M
Peoples Bank 6.57% Reduce -9.5% 88,637 $10.7M
IFG Advisory, LLC 0.49% Add +38.4% 88,440 $10.7M
Vertex Planning Partners, LLC 2.04% Reduce -1.1% 88,005 $10.6M
Wescott Financial Advisory Group, LLC 0.95% Add +4.0% 87,668 $10.6M
Wellspring Financial Advisors, LLC 0.97% Reduce -0.8% 87,598 $10.6M
Prime Capital Investment Advisors, LLC 0.13% Reduce -6.9% 87,243 $10.5M
Quadrant Private Wealth Management, LLC 1.92% Add +4.7% 86,899 $10.5M
Coldstream Capital Management Inc. 0.14% Add +0.9% 85,908 $10.4M
Element Pointe Advisors, LLC 2.20% Add +0.0% 85,699 $10.3M
EPG Wealth Management LLC 2.84% Reduce -11.9% 85,421 $10.3M
D.A. Davidson & Co. 0.07% Add +9.3% 84,642 $10.2M
Novare Capital Management LLC 0.77% Add +6.7% 83,441 $10.1M
Moloney Securities Asset Management, LLC 1.20% Add +301.7% 83,244 $10.0M
Investment Advisory Group, LLC 2.72% Add +5.5% 82,959 $10.0M
Tilson Financial Group, Inc. 3.28% Reduce -4.5% 82,707 $10.0M
Evergreen Capital Management LLC 0.24% Add +4.0% 82,176 $9.9M
Royal Fund Management, LLC 1.18% Reduce -50.3% 81,079 $9.8M
Hobbs Wealth Management, LLC 8.19% Reduce -1.8% 80,874 $9.8M
Alpine Bank Wealth Management 1.37% Add +0.1% 80,475 $9.7M
SigFig Wealth Management, LLC 0.30% Reduce -4.8% 80,835 $9.7M
Centaurus Financial, Inc. 0.46% Reduce -1.1% 80,313 $9.7M
GC Wealth Management RIA, LLC 0.32% Reduce -0.4% 79,576 $9.6M
Exencial Wealth Advisors, LLC 0.31% Reduce -1.1% 79,438 $9.6M
Elevation Capital Advisory, LLC 3.82% New 79,198 $9.6M
Signature Estate & Investment Advisors LLC 0.20% Reduce -0.8% 78,998 $9.5M
CIBC Private Wealth Group LLC 0.02% Reduce -11.4% 78,944 $9.5M
Integrated Advisors Network LLC 0.40% Add +10.5% 78,897 $9.5M
Franklin Resources Inc. 0.00% Reduce -2.5% 76,336 $9.2M
Conning Inc. 0.32% Reduce -13.4% 74,770 $9.0M
True Vision MN LLC 4.70% Reduce -4.6% 74,755 $9.0M
Retirement Planning Group, LLC 0.31% Reduce -0.4% 74,562 $9.0M
Win Advisors, Inc. 4.37% Reduce -2.8% 74,321 $9.0M
PKS Advisory Services, LLC 2.08% Add +5.0% 74,207 $9.0M
Ellis Investment Partners, LLC 1.61% Add +0.8% 74,032 $8.9M
Tower Research Capital LLC (TRC) 0.24% Add +484.9% 72,607 $8.8M
May Hill Capital, LLC 2.56% Add +42.6% 72,401 $8.7M
Sonata Capital Group Inc. 3.20% Reduce -0.2% 71,770 $8.7M
Gen-Wealth Partners Inc 2.92% Add +2.0% 71,596 $8.6M
Ethos Financial Group, LLC 0.68% Add +445.1% 71,549 $8.6M
Capital Advisors Inc. 0.14% Reduce -0.5% 71,147 $8.6M
B. Riley Wealth Advisors, Inc. 0.41% Reduce -0.6% 71,021 $8.6M
Endeavor Private Wealth, Inc. 2.64% Add +6.6% 70,838 $8.6M
Higgins & Schmidt Wealth Strategies LLC 4.28% Reduce -2.4% 70,264 $8.5M
Avestar Capital, LLC 0.61% Reduce -4.5% 70,237 $8.5M
Summit Investment Advisory Services, LLC 3.37% Reduce -0.5% 70,093 $8.5M
Financial Management Network Inc. 1.39% Reduce -2.2% 69,525 $8.5M
Charter Oak Capital Management, LLC 0.66% Reduce -3.8% 69,858 $8.4M
Atlantic Edge Private Wealth Management, LLC 2.16% Add +1.0% 69,695 $8.4M
Soltis Investment Advisors LLC 0.58% Add +12.4% 68,876 $8.3M
Ausdal Financial Partners, Inc. 0.40% Add +538.8% 67,888 $8.2M
Robertson Stephens Wealth Management, LLC 0.25% Reduce -27.4% 67,372 $8.1M
GeoWealth Management, LLC 0.30% Add +46.1% 67,144 $8.1M
O'shaughnessy Asset Management, LLC 0.05% Add +142.5% 66,871 $8.1M
Ascension Capital Advisors, Inc. 3.12% Add +0.3% 66,440 $8.0M
Sapient Capital LLC 0.12% No change 66,539 $8.0M
Camarda Financial Advisors, LLC 2.91% Reduce -25.9% 65,290 $7.9M
Sterling Group Wealth Management, LLC 3.89% Reduce -3.4% 65,122 $7.9M
AlTi Global, Inc. 0.18% Reduce -2.3% 65,043 $7.9M
Vestor Capital, LLC 0.50% Add +683.2% 64,788 $7.8M
Bleakley Financial Group, LLC 0.18% Reduce -1.2% 64,711 $7.8M
Twin Peaks Wealth Advisors, LLC 2.67% Add +0.8% 64,681 $7.8M
WealthPLAN Partners, LLC 1.17% Reduce -2.5% 64,460 $7.8M
One Wealth Capital Management, LLC 3.48% Reduce -5.6% 64,343 $7.8M
Atlantic Family Wealth, LLC 5.99% Add +3.5% 64,231 $7.8M
Texas Capital Bank Wealth Management Services Inc 0.64% Add +107.4% 63,949 $7.7M
Firethorn Wealth Partners, LLC 3.04% Reduce -5.3% 63,928 $7.7M
Strategic Blueprint, LLC 0.33% Add +2.7% 63,499 $7.7M
Frontier Asset Management, LLC 1.90% Add +1.9% 63,162 $7.6M
BNP Paribas Financial Markets 0.01% Reduce -5.9% 63,063 $7.6M
Private Wealth Advisors, LLC 2.86% Reduce -11.7% 62,985 $7.6M
Capital Investment Advisory Services, LLC 0.60% Add +0.1% 62,896 $7.6M
United Services Automobile Association 0.53% Add +33.1% 62,798 $7.6M
Diversify Advisory Services, LLC 0.25% Add +85.1% 60,450 $7.6M
Spectrum Planning & Advisory Services Inc. 4.27% Reduce -8.1% 62,630 $7.6M
Belpointe Asset Management LLC 0.29% Add +4.6% 62,457 $7.5M
Gryphon Financial Partners LLC 0.85% Reduce -0.4% 61,886 $7.5M
Glenmede Investment Management, LP 0.04% Reduce -0.0% 61,685 $7.4M
Independent Financial Group, LLC 0.18% Add +13.1% 61,249 $7.4M
Tradition Wealth Management, LLC 0.55% Reduce -9.5% 61,091 $7.4M
SGL Investment Advisors, Inc. 3.08% Add +13.3% 58,266 $7.3M
Heritage Wealth Advisors 0.32% Add +2.0% 60,450 $7.3M
NorthRock Partners, LLC 0.13% Reduce -1.4% 60,361 $7.3M
Kraft, Davis & Associates, LLC 1.77% Reduce -1.3% 59,774 $7.3M
Quantum Portfolio Management LLC 2.14% Add +98.7% 59,648 $7.2M
Cranbrook Wealth Management, LLC 1.44% Reduce -4.3% 59,338 $7.2M
SeaBridge Investment Advisors LLC 1.16% Add +95.8% 59,127 $7.1M
Simplicity Wealth,LLC 0.41% Reduce -48.0% 59,117 $7.1M
Ascent Wealth Partners, LLC 0.82% Reduce -2.7% 58,767 $7.1M
Transcendent Capital Group LLC 3.17% Add +8.9% 58,673 $7.1M
Lifelong Wealth Advisors, Inc. 2.07% Reduce -0.7% 57,678 $7.0M
Laurel Wealth Planning LLC 3.67% Reduce -0.8% 57,475 $6.9M
Prospera Financial Services Inc 0.12% Add +3.5% 57,130 $6.9M
Lantz Financial LLC 1.53% Add +5.6% 57,151 $6.9M
Mill Creek Capital Advisors, LLC 0.14% No change 56,976 $6.9M
Compton Wealth Advisory Group, LLC 1.59% Add +0.6% 56,945 $6.9M
Cahaba Wealth Management, Inc. 0.50% Reduce -4.9% 56,769 $6.9M
Shared Vision Wealth Group LLC 2.89% Reduce -2.0% 56,606 $6.8M
First Foundation Advisors 0.25% Add +11.0% 56,489 $6.8M
Nwam LLC 0.37% Reduce -7.7% 55,883 $6.8M
RKL Wealth Management LLC 0.58% Reduce -14.2% 56,196 $6.8M
Narwhal Capital Management 0.50% No change 56,000 $6.8M
Summit Financial Consulting LLC 5.35% New 55,552 $6.7M
Sharp Wealth Advisory, LLC 3.63% Reduce -75.8% 55,347 $6.7M
Gotham Asset Management 0.03% Add +364.5% 55,244 $6.7M
Tobias Financial Advisors, Inc. 1.01% Reduce -1.0% 55,114 $6.7M
Advus Financial Partners, LLC 1.60% Reduce -2.8% 55,068 $6.6M
Evercore Wealth Management, LLC 0.10% No change 55,010 $6.6M
Siligmueller & Norvid Wealth Advisors LLC 2.98% Add +380.2% 54,904 $6.6M
Rollins Financial Advisors, LLC 1.00% Reduce -0.1% 54,834 $6.6M
Barnes Wealth Management Group, Inc 3.61% Reduce -7.8% 54,247 $6.5M
Goelzer Investment Management, Inc. 0.35% Reduce -20.5% 54,193 $6.5M
Dumont & Blake Investment Advisors LLC 1.59% Reduce -0.9% 54,160 $6.5M
Brighton Jones LLC 0.16% Add +1.0% 54,045 $6.5M
Gateway Wealth Partners, LLC 0.88% Add +4.1% 54,026 $6.5M
GAMCO Investors 0.06% Add +565.7% 53,778 $6.5M
Investment Partners, LTD. 2.28% Add +0.0% 53,748 $6.5M
BTC Capital Management, Inc. 0.45% Add +7.1% 53,720 $6.5M
Ashton Thomas Securities, LLC 0.90% New 53,534 $6.5M
Patriot Investment Management Group, Inc. 0.42% Reduce -10.4% 53,147 $6.4M
Rik Saylor Financial, Inc. 4.67% Reduce -0.1% 52,925 $6.4M
Centurion Wealth Management LLC 1.46% Reduce -6.2% 52,907 $6.4M
MSH Capital Advisors LLC 1.70% Reduce -3.6% 52,572 $6.3M
Kickstand Ventures, Llc. 1.39% Reduce -5.8% 52,242 $6.3M
Eclectic Associates Inc. 1.15% Reduce -10.9% 51,753 $6.2M
Midwest Trust Co 0.08% Add +0.1% 51,681 $6.2M
Verus Capital Partners, LLC 0.48% Add +0.1% 51,465 $6.2M
Gallacher Capital Management LLC 2.44% Add +4.0% 51,197 $6.2M
Patriot Financial Group Insurance Agency, LLC 0.78% Reduce -24.3% 50,714 $6.1M
Old Mission Investment Co LLC 1.49% Reduce -5.3% 50,616 $6.1M
Next Capital Management LLC 2.04% Add +5.8% 50,548 $6.1M
Quotient Wealth Partners, LLC 0.17% Reduce -1.0% 50,458 $6.1M
Commerce Bank 0.03% Reduce -0.3% 50,234 $6.1M
NTV Asset Management LLC 0.66% Reduce -0.1% 50,206 $6.1M
Peterson Wealth Advisors, LLC 0.91% Add +1.1% 50,080 $6.1M
United Bank 2.11% Reduce -3.7% 50,184 $6.1M
St. Clair Advisors, LLC 1.60% Add +0.0% 50,046 $6.0M
Lowe Brockenbrough & Co. Inc. 0.31% Reduce -1.3% 49,990 $6.0M
Aptus Capital Advisors, LLC 0.05% Reduce -4.3% 49,610 $6.0M
Flagship Wealth Advisors, LLC 1.97% Add +27.0% 49,539 $6.0M
Bryn Mawr Trust Advisors, LLC 0.30% Reduce -4.4% 49,300 $6.0M
Jackson Hole Capital Partners, LLC 1.01% Add +1.3% 49,131 $5.9M
Stordahl Capital Management, Inc. 1.24% Reduce -0.8% 48,855 $5.9M
AlphaCore Capital LLC 0.20% Reduce -0.6% 48,160 $5.8M
Formulate Financial LLC 7.10% — 47,437 $5.7M
XML Financial, LLC 0.47% Reduce -0.4% 47,369 $5.7M
Flagstar Securities, Inc. 1.75% Reduce -2.5% 47,309 $5.7M
Guardian Wealth Advisors, LLC 3.23% Reduce -16.1% 47,182 $5.7M
Hoxton Planning & Management, LLC 1.83% Reduce -0.7% 47,092 $5.7M
AtlasMark Financial, Inc 3.80% Add +49.0% 47,080 $5.7M
Tudor Investment Corporation 0.04% New 46,881 $5.7M
Bridges Investment Management Inc. 0.07% Reduce -0.5% 46,646 $5.6M
EWG Elevate Inc. 1.75% Add +1262.1% 46,501 $5.6M
Sowell Financial Services LLC 0.21% Reduce -0.3% 46,323 $5.6M
Carret Asset Management, LLC 0.54% Add +2.0% 46,021 $5.6M
Brown Brothers Harriman & Co. 0.03% Add +1.4% 45,871 $5.5M
Avidian Wealth Enterprises, LLC 0.21% Add +17.9% 45,455 $5.5M
Total Wealth Planning, LLC 0.63% Reduce -7.1% 45,284 $5.5M
Resolute Wealth Strategies, LLC 2.49% Reduce -0.6% 45,070 $5.4M
R. W. Roge & Company, Inc. 2.78% Reduce -2.6% 44,920 $5.4M
Thomasville National Bank 0.34% Reduce -0.6% 44,776 $5.4M
Waters Parkerson & Co., LLC 0.26% No change 44,750 $5.4M
Winthrop Advisory Group LLC 0.47% Reduce -0.2% 44,401 $5.4M
Kapstone Financial Advisors LLC 2.52% Add +9.4% 44,303 $5.3M
IHT Wealth Management, LLC 0.13% Reduce -1.5% 43,930 $5.3M
Tme Financial, Inc. 3.96% Add +2.5% 43,816 $5.3M
Bartlett & Co. Wealth Management LLC 0.07% Reduce -0.4% 43,488 $5.2M
Davis Wealth Advisors, LLC 4.68% Add +7.6% 43,144 $5.2M
Focus Partners Advisor Solutions, LLC 0.06% Add +4.9% 42,412 $5.2M
National Philanthropic Trust 0.06% No change 42,594 $5.1M
Diversified Trust Co. 0.10% Add +251.4% 42,580 $5.1M
FFG Retirement Advisors LLC 3.18% Reduce -20.8% 42,505 $5.1M
Morris Financial Concepts, Inc. 1.85% Reduce -0.1% 42,400 $5.1M
RTD Financial Advisors, Inc. 0.61% Reduce -1.4% 42,196 $5.1M
Wealthspan Partners, LLC 1.96% Reduce -1.1% 42,131 $5.1M
Croban 3.37% Add +51.8% 41,953 $5.1M
Asset Management Group, Inc. 0.83% Reduce -7.1% 41,901 $5.1M
Calamos Advisors LLC 0.03% Reduce -11.9% 41,875 $5.1M
Meridian Wealth Advisors, LLC 0.72% Add +75.0% 41,747 $5.0M
Theory Financial LLC 1.77% Reduce -7.3% 41,350 $5.0M
Valley Wealth Managers, Inc. 0.33% Reduce -3.1% 41,404 $5.0M
Nations Financial Group Inc, /Ia/ 0.31% Add +6.3% 41,216 $5.0M
Daymark Wealth Partners, LLC 0.17% Add +5.0% 40,423 $4.9M
Concorde Asset Management, LLC 2.04% — 40,174 $4.9M
Oxford Financial Group, LTD. LLC 0.28% Add +3.1% 40,314 $4.9M
Dorsey & Whitney Trust CO LLC 0.26% Reduce -1.6% 40,228 $4.9M
Glenview Trust Co 0.08% Reduce -0.8% 40,202 $4.9M
Retirement Wealth Solutions LLC 3.18% Add +12.1% 40,098 $4.8M
Graves Light Lenhart Wealth, Inc. 0.54% Reduce -10.3% 40,089 $4.8M
Faithward Advisors, LLC 0.71% Add +1.3% 39,328 $4.7M
Cornerstone Planning Group LLC 0.76% Add +2039.0% 38,096 $4.7M
Mather Group, Llc. 0.05% Reduce -0.1% 39,001 $4.7M
Stephens Inc. 0.06% Reduce -1.6% 38,632 $4.7M
Smithfield Trust Co 0.21% Reduce -0.7% 38,541 $4.7M
Global View Capital Management LLC 0.98% New 38,357 $4.6M
Embree Financial Group 0.62% Add +358.1% 38,283 $4.6M
Signet Financial Management, LLC 0.53% Add +10.5% 38,053 $4.6M
Saxony Capital Management, LLC 3.01% Add +319.3% 37,869 $4.6M
Mission Wealth Management, LP 0.09% Reduce -7.6% 37,781 $4.6M
Valeo Financial Advisors, LLC 0.10% Add +10.2% 37,726 $4.6M
Private Advisory Group LLC 0.40% Reduce -2.5% 37,687 $4.5M
SIMA Wealth Partners, LLC 3.48% Reduce -1.8% 37,680 $4.5M
Heritage Trust Co 0.48% Reduce -0.2% 37,676 $4.5M
Sierra Capital LLC 0.50% No change 37,532 $4.5M
JT Stratford LLC 0.61% Add +0.7% 37,484 $4.5M
SWP Financial LLC 2.29% Add +1.5% 37,216 $4.5M
Harbor Investment Advisory, LLC 0.37% Add +3.7% 36,918 $4.5M
Commonwealth Financial Services, LLC 0.76% Add +21.5% 36,837 $4.4M
Summit Financial, LLC 0.07% Add +170.9% 36,662 $4.4M
Stratos Wealth Advisors, LLC 0.21% Add +4.2% 36,538 $4.4M
Great Point Wealth Advisors, LLC 0.83% — 36,522 $4.4M
FSC Wealth Advisors, LLC 2.54% Reduce -0.6% 36,464 $4.4M
PFG Advisors 0.18% New 36,423 $4.4M
Client 1ST Advisory Group, LLC 1.45% Add +13.1% 36,266 $4.4M
Transcend Capital Advisors, LLC 0.31% Reduce -4.2% 36,231 $4.4M
Procyon Advisors, LLC 0.26% Reduce -0.9% 36,014 $4.3M
Heck Capital Advisors, LLC 0.33% Reduce -1.6% 35,769 $4.3M
Copperleaf Capital, LLC 2.06% Reduce -31.2% 35,540 $4.3M
Gray Private Wealth, LLC 2.16% Reduce -3.3% 35,503 $4.3M
Roman Butler Fullerton & Co. 1.15% Add +7.6% 33,847 $4.3M
Redwood Investment Management, LLC 0.46% Add +11.8% 35,323 $4.3M
Arrow Investment Advisors, LLC 4.70% New 35,235 $4.3M
Eastern Bank 0.08% Reduce -5.7% 35,234 $4.3M
First Horizon Corp. 0.20% — 35,099 $4.2M
Diversified Portfolios, Inc. 0.37% Add +0.3% 35,029 $4.2M
Gables Capital Management Inc. 1.81% No change 35,000 $4.2M
Haverford Trust Co 0.04% Add +0.8% 34,654 $4.2M
Magnus Financial Group LLC 0.33% Reduce -0.4% 34,617 $4.2M
CWC Advisors, LLC. 2.04% Reduce -33.1% 34,440 $4.2M
Mason & Associates, LLC 1.04% No change 37,721 $4.2M
RCS Financial Planning, LLC 1.82% Add +3.9% 34,122 $4.1M
Kingsview Wealth Management, LLC 0.06% Add +14.5% 34,110 $4.1M
Redwood Wealth Management Group, LLC 1.74% Reduce -0.0% 34,017 $4.1M
Arete Wealth Advisors, LLC 0.25% Add +3.2% 33,710 $4.1M
S&co Inc. 0.25% No change 33,695 $4.1M
Mach-1 Financial Group, LLC 0.65% New 33,521 $4.0M
Integrity Advisory Solutions, LLC 0.65% — 33,521 $4.0M
St. Louis Trust Co 0.50% No change 33,500 $4.0M
Bouvel Investment Partners, LLC 1.23% Reduce -3.2% 33,259 $4.0M
Nottingham Advisors, Inc. 0.56% Reduce -6.1% 33,205 $4.0M
Southern Capital Advisors, LLC 1.88% Add +2.2% 33,144 $4.0M
Bush Investment Group, LLC 2.37% Add +1.3% 33,071 $4.0M
Hilltop Wealth Advisors, LLC 2.08% Add +2.1% 32,993 $4.0M
WBH Advisory Inc. 0.30% Reduce -0.0% 32,966 $4.0M
Peregrine Asset Advisers, Inc. 1.19% Reduce -2.9% 32,940 $4.0M
Vontobel Holding Ltd. 0.01% Reduce -3.2% 32,777 $4.0M
Wealthgarden F.S. LLC 2.81% Reduce -4.3% 32,504 $3.9M
Keystone Wealth Services, LLC 0.86% Add +85.3% 32,615 $3.9M
Matrix Private Capital Group LLC 2.08% Reduce -0.3% 32,532 $3.9M
Benjamin Edwards Inc. 0.04% Add +4.7% 32,475 $3.9M
Bristlecone Advisors, LLC 0.33% Add +0.0% 32,398 $3.9M
Howard Wealth Management, LLC 1.78% Reduce -4.3% 32,112 $3.9M
StoneCrest Wealth Management, Inc. 1.69% Reduce -1.4% 31,958 $3.9M
Fullcircle Wealth LLC 1.36% Add +4.3% 31,318 $3.9M
GenWealth Group, Inc. 0.71% Reduce -3.1% 31,804 $3.8M
Carnegie Investment Counsel 0.07% Add +1.9% 31,710 $3.8M
Sound Income Strategies, LLC 0.21% Add +4.6% 31,322 $3.8M
Synovus Financial Corp. 0.04% Add +1.1% 31,647 $3.8M
Koshinski Asset Management, Inc. 0.27% Add +1.3% 31,641 $3.8M
Cary Street Partners Financial LLC 0.10% Add +2.3% 31,619 $3.8M
First Trust Advisors LP 0.00% Reduce -1.9% 31,239 $3.8M
Round Rock Advisors LLC 0.60% Add +0.1% 31,178 $3.8M
Madrona Financial Services, LLC 0.83% Reduce -4.5% 31,078 $3.8M
Venturi Wealth Management, LLC 0.17% Add +11.8% 31,025 $3.7M
17 Capital Partners, LLC 2.03% Add +2.4% 30,860 $3.7M
First Citizens Bank & Trust Co. 0.08% Reduce -2.0% 30,812 $3.7M
Matthew Goff Investment Advisor, LLC 0.63% Reduce -0.7% 30,696 $3.7M
LifePlan Investment Advisors, Inc. 1.55% Add +4.4% 30,559 $3.7M
Hirtle & Co., LLC 0.14% Reduce -2.4% 30,373 $3.7M
BridgePort Financial Solutions, LLC 0.98% Reduce -7.8% 30,311 $3.7M
Hilltop National Bank 0.90% Reduce -1.4% 30,161 $3.6M
Pathway Financial Advisors LLC 0.49% No change 30,150 $3.6M
Private Trust Co. NA 0.32% Reduce -0.5% 30,096 $3.6M
WealthPlan Investment Management, LLC 0.24% Add +0.6% 30,059 $3.6M
Commonwealth Retirement Investments LLC 1.23% Add +1.3% 29,919 $3.6M
Asset Allocation Strategies LLC 0.71% Reduce -17.9% 29,906 $3.6M
Bessemer Group Inc. 0.01% No change 29,667 $3.6M
Ramiah Investment Group 3.15% Add +199.2% 29,448 $3.6M
Kohmann Bosshard Financial Services, LLC 0.36% No change 29,167 $3.5M
BCU Wealth Advisors, LLC 1.42% Reduce -10.3% 29,092 $3.5M
Choate Investment Advisors 0.07% Add +20.2% 29,073 $3.5M
Blalock Williams, LLC 3.06% Reduce -1.3% 28,951 $3.5M
Baron Wealth Management LLC 1.15% Add +0.1% 28,809 $3.5M
KPP Advisory Services LLC 0.52% Reduce -19.1% 28,750 $3.5M
Verity Asset Management, Inc. 1.13% Add +60.9% 28,690 $3.5M
waypoint wealth counsel 1.37% Add +4.5% 28,656 $3.5M
Savvy Advisors, Inc. 0.16% Reduce -7.2% 28,613 $3.5M
Mattern Wealth Management LLC 0.69% No change 28,607 $3.5M
Bison Wealth, LLC 0.32% Reduce -10.1% 28,156 $3.4M
5T Wealth, LLC 1.50% Add +9.1% 28,461 $3.4M
Truepoint, Inc. 0.08% Add +50.0% 28,402 $3.4M
Pinnacle Associates Ltd. 0.05% Reduce -12.3% 28,401 $3.4M
Essex Financial Services, Inc. 0.21% Reduce -2.6% 28,387 $3.4M
EverSource Wealth Advisors, LLC 0.14% Add +10.6% 28,372 $3.4M
Spirepoint Private Client, LLC 0.36% Add +1.0% 28,268 $3.4M
Rogco, LP 1.19% Reduce -9.5% 28,125 $3.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Add +14.4% 28,038 $3.4M
Trustmark Bank Trust Department 0.22% Reduce -57.9% 28,014 $3.4M
JMG Financial Group, Ltd. 0.10% No change 28,005 $3.4M
Rhumbline Advisers 0.00% No change 27,880 $3.4M
Interchange Capital Partners, LLC 0.65% Reduce -4.5% 27,430 $3.3M
Boston Family Office LLC 0.21% No change 27,399 $3.3M
A4 Wealth Advisors LLC 2.78% — 27,307 $3.3M
Calton & Associates, Inc. 0.49% Add +10.5% 27,267 $3.3M
Rossmore Private Capital 0.35% No change 27,172 $3.3M
PGIM Custom Harvest LLC 0.05% Reduce -0.6% 27,107 $3.3M
AMG National Trust Bank 0.08% Reduce -0.9% 27,085 $3.3M
NewEdge Wealth, LLC 0.05% Add +1.5% 26,454 $3.3M
Atlas Brown,Inc. 0.96% Reduce -1.8% 26,984 $3.3M
Cadence Bank 0.20% Reduce -0.8% 26,971 $3.3M
Alterna Wealth Management, Inc. 2.64% Reduce -1.8% 26,568 $3.2M
Breakwater Capital Group 0.47% Reduce -1.3% 26,355 $3.2M
Money Concepts Capital Corp. 0.20% Add +22.6% 26,325 $3.2M
Retirement Income Solutions, Inc. 0.54% Reduce -0.5% 26,325 $3.2M
Key Financial Inc 0.58% Reduce -0.1% 26,073 $3.2M
2UniFi Bank 1.58% Add +2.7% 26,063 $3.1M
Colorado Capital Management, Inc. 1.21% Reduce -25.8% 26,011 $3.1M
Schneider Downs Wealth Management Advisors, LP 0.37% Reduce -0.4% 25,980 $3.1M
Montecito Bank & Trust 0.48% — 25,789 $3.1M
Regimen Wealth, LLC 0.91% Add +0.2% 25,533 $3.1M
Coign Capital Advisors LLC 1.68% Reduce -0.5% 25,286 $3.1M
Private Wealth Asset Management, LLC 0.36% Reduce -5.8% 25,239 $3.0M
Yukon Wealth Management, Inc. 1.00% Add +0.3% 25,186 $3.0M
Axis Wealth Partners, LLC 1.78% Reduce -16.4% 25,147 $3.0M
Prosperity Planning, Inc. 1.14% Reduce -2.0% 25,145 $3.0M
Fonville Wealth Management LLC 0.68% Reduce -0.8% 25,058 $3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +5.1% 24,990 $3.0M
Financial Advocates Investment Management 1.70% Reduce -84.5% 24,989 $3.0M
Certified Advisory Corp 0.29% Reduce -1.3% 24,923 $3.0M
Dorsey Wright & Associates 0.67% New 24,877 $3.0M
Laffer Tengler Investments, Inc. 0.56% New 24,844 $3.0M
MFA Wealth Services 2.07% Add +0.3% 24,829 $3.0M
Vanguard Group Inc. 0.00% Add +49.0% 24,687 $3.0M
Park Place Capital Corp 0.63% Reduce -11.8% 24,552 $3.0M
Northwest Bancshares, Inc. 0.49% Reduce -3.1% 24,454 $3.0M
Hudson Capital Management LLC 0.81% Reduce -4.6% 24,443 $3.0M
Kingswood Wealth Advisors, LLC 0.18% Add +14.7% 24,378 $2.9M
OMNI 360 Wealth, Inc. 1.65% Add +2.7% 24,374 $2.9M
Power Wealth Management LLC 1.07% No change 24,250 $2.9M
Tactive Advisors, LLC 0.83% Reduce -1.5% 24,209 $2.9M
Dentgroup LLC 1.86% Reduce -0.2% 23,850 $2.9M
National Bank of Canada 0.00% Reduce -1.7% 23,817 $2.9M
B.O.S.S. Retirement Advisors, LLC 0.69% Add +94.8% 23,767 $2.9M
Earned Wealth Advisors, LLC 0.47% Add +4.9% 23,629 $2.9M
Ballentine Partners, LLC 0.04% Add +4.4% 23,555 $2.8M
Clearview Wealth Advisors LLC 1.82% Add +1.8% 23,531 $2.8M
Joel Isaacson & Co., LLC 0.10% Add +0.0% 23,246 $2.8M
Creative Financial Designs Inc. 0.19% Reduce -11.3% 23,113 $2.8M
Intrust Bank NA 0.23% Reduce -11.9% 22,721 $2.7M
HBK Sorce Advisory LLC 0.07% Add +2.3% 22,771 $2.7M
CCG Wealth Management, LLC 1.29% No change 22,629 $2.7M
Alesco Advisors, LLC, An ESL Co 0.07% No change 22,617 $2.7M
Alerus Financial NA 0.14% No change 22,512 $2.7M
Citadel Advisors 0.00% Reduce -32.2% 22,199 $2.7M
Institute for Wealth Management, LLC. 0.28% Reduce -8.7% 22,129 $2.7M
Lighthouse Financial LLC 1.76% Reduce -2.3% 22,118 $2.7M
Signal Advisors Wealth, LLC 0.24% Reduce -3.1% 22,110 $2.7M
Sprinkle Financial Consultants LLC 1.49% Reduce -0.8% 22,096 $2.7M
Renasant Bank 1.69% Reduce -16.4% 22,022 $2.7M
Operose Advisors LLC 0.66% Add +0.6% 21,934 $2.6M
Forum Financial Management, LP 0.04% Reduce -0.5% 21,651 $2.6M
QRG Capital Management, Inc. 0.03% Add +125.8% 21,633 $2.6M
Stablepoint Partners, LLC 0.41% Add +1.6% 21,611 $2.6M
Capital Square, LLC 1.33% Add +25.9% 21,553 $2.6M
Lakeshore Financial Planning, Inc. 0.96% Reduce -3.2% 21,528 $2.6M
Evanson Asset Management, LLC 0.15% Reduce -0.5% 21,351 $2.6M
Fairvoy Private Wealth, LLC 0.58% Reduce -0.1% 21,128 $2.6M
True Link Financial Advisors, LLC 0.16% Reduce -4.5% 21,059 $2.5M
Merkkuri Wealth Advisors LLC 1.83% Add +2.8% 20,913 $2.5M
Marks Group Wealth Management, Inc 0.23% Add +0.2% 20,729 $2.5M
ORG Partners LLC 0.46% Add +28.8% 19,782 $2.5M
RiverFront Investment Group, LLC 0.04% No change 20,646 $2.5M
Wealthcare Advisory Partners LLC 0.05% Reduce -2.5% 20,541 $2.5M
Corundum Group, Inc. 1.02% No change 20,500 $2.5M
International Assets Investment Management, LLC 0.20% No change 22,683 $2.5M
Sovereign Financial Group, Inc. 0.46% Reduce -14.8% 20,465 $2.5M
LPWM LLC 0.66% Add +7.3% 20,459 $2.5M
Kaydan Wealth Management, Inc. 0.70% Add +0.3% 20,425 $2.5M
Nicolet Advisory Services, LLC 0.19% Add +0.0% 20,367 $2.5M
Cornerstone Wealth Management, LLC 0.14% Add +0.0% 20,300 $2.5M
Bensler, LLC 0.25% Reduce -4.4% 20,286 $2.4M
Hicks Capital Management LLC 4.00% Add +0.0% 20,254 $2.4M
Sutton Place Investors LLC 1.39% Reduce -3.6% 20,225 $2.4M
Pinnacle Financial Group, LLC / IL 0.74% No change 20,207 $2.4M
Bawa N Mallick Trust 0.92% No change 20,200 $2.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.39% No change 20,200 $2.4M
Rathbones Group PLC 0.01% Add +22.4% 20,200 $2.4M
Bernardo Wealth Planning LLC 0.48% No change 20,182 $2.4M
Marietta Wealth Management, LLC 0.30% Add +1.3% 20,003 $2.4M
Bailard, Inc. 0.05% Reduce -8.7% 19,984 $2.4M
First Western Trust Bank 0.11% Reduce -23.4% 19,886 $2.4M
Comprehensive Financial Planning, Inc. 1.64% Add +17.1% 19,878 $2.4M
Becker Capital Management Inc. 0.07% Add +6.4% 19,830 $2.4M
MBA Advisors LLC 1.02% Reduce -2.6% 19,767 $2.4M
Navis Wealth Advisors, LLC 1.79% Reduce -0.6% 19,675 $2.4M
Freestone Capital Holdings, LLC 0.07% Add +0.0% 19,548 $2.4M
Curi Capital, LLC 0.04% Add +2.2% 19,470 $2.4M
Beacon Financial Advisory LLC 0.54% Reduce -1.4% 19,389 $2.3M
Uptick Partners, LLC 0.61% Add +2.2% 19,313 $2.3M
Emergent Wealth Advisors, LLC 1.34% Reduce -2.2% 19,193 $2.3M
Klaas Financial Asset Advisors, LLC 0.35% Reduce -3.3% 19,087 $2.3M
Fiduciary Alliance LLC 0.15% Add +16.2% 18,896 $2.3M
American Investment Services, Inc. 0.55% Reduce -0.9% 18,895 $2.3M
Novem Group 0.27% Add +100.8% 18,870 $2.3M
Tsfg, LLC 0.36% Reduce -6.2% 18,732 $2.3M
Whittier Trust Co. of Nevada Inc. 0.05% Add +12.3% 18,658 $2.3M
Heritage Financial Services, LLC 0.20% Reduce -2.8% 18,538 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.67% Add +0.1% 18,517 $2.2M
Confluence Wealth Services, Inc. 0.11% Reduce -0.4% 18,429 $2.2M
Summit Trail Advisors, LLC 0.03% Reduce -0.3% 18,366 $2.2M
WealthTrak Capital Management LLC 1.82% Add +18.8% 18,354 $2.2M
Alta Wealth Advisors LLC 0.79% Reduce -2.1% 18,349 $2.2M
Aspire Private Capital, LLC 0.49% Reduce -7.0% 18,347 $2.2M
Whitcomb & Hess, Inc. 0.57% Reduce -2.4% 18,268 $2.2M
Absolute Capital Management, LLC 0.94% Add +4.8% 18,209 $2.2M
ETF Portfolio Partners, Inc. 0.58% Reduce -2.7% 18,161 $2.2M
Fortis Capital Advisors, LLC 0.35% Add +59.0% 18,152 $2.2M
Accelerate Investment Advisors LLC 1.49% Reduce -1.4% 18,129 $2.2M
Beacon Capital Management, LLC 0.31% Reduce -17.9% 18,115 $2.2M
First Commonwealth Financial Corp 0.37% Add +3.8% 18,105 $2.2M
Capital Advantage, Inc. 0.33% Add +54.8% 18,102 $2.2M
Whittier Trust Co. 0.02% Reduce -7.3% 18,026 $2.2M
HM Payson & Co. 0.03% Reduce -1.0% 17,995 $2.2M
Burke & Herbert Bank & Trust Co. 0.47% Reduce -2.5% 17,987 $2.2M
Marino, Stram & Associates LLC 0.39% Add +5.5% 17,983 $2.2M
Hopwood Financial Services, Inc. 1.45% Reduce -11.3% 17,963 $2.2M
Texas Capital Bancshares Inc 0.85% Add +476.2% 17,913 $2.2M
DAVENPORT & Co LLC 0.01% Add +4.2% 17,878 $2.2M
BIP Wealth, LLC 0.11% Add +92.8% 17,826 $2.2M
Harvest Investment Services, LLC 0.43% Reduce -5.2% 17,800 $2.1M
World Equity Group, Inc. 0.48% Add +4.6% 17,667 $2.1M
Norden Group LLC 0.22% Reduce -79.0% 17,616 $2.1M
Ullmann Wealth Partners Group, LLC 0.23% Reduce -0.6% 17,587 $2.1M
Optivise Advisory Services LLC 1.26% Reduce -10.7% 17,583 $2.1M
Manchester Capital Management LLC 0.29% Reduce -3.1% 17,492 $2.1M
Raleigh Capital Management Inc. 0.80% Reduce -1.6% 17,440 $2.1M
Crestwood Advisors Group, LLC 0.04% No change 17,422 $2.1M
Bellwether Advisors, LLC 0.35% Add +2.7% 17,328 $2.1M
Investment Management Corp. /Va/ 1.79% Add +1.6% 17,250 $2.1M
First Citizens Financial Corp 1.03% Add +9.4% 17,192 $2.1M
Tempus Wealth Planning, LLC 0.47% Add +9.5% 17,144 $2.1M
Awm Capital, LLC 0.19% No change 17,119 $2.1M
Sax Wealth Advisors, LLC 0.11% Reduce -5.2% 17,059 $2.1M
Buck Wealth Strategies, LLC 0.28% Reduce -78.9% 17,049 $2.1M
Smartleaf Asset Management LLC 0.13% Reduce -5.0% 17,098 $2.1M
VestGen Investment Management 1.23% Add +41.0% 16,967 $2.0M
Market Street Wealth Management Advisors LLC 0.33% Reduce -0.7% 16,965 $2.0M
PACK Private Wealth, LLC 0.96% Reduce -0.1% 16,862 $2.0M
Bowman & Co S.C. 0.86% Reduce -2.7% 16,804 $2.0M
Helium Advisors LLC 1.69% Reduce -6.9% 16,768 $2.0M
Venture Visionary Partners LLC 0.07% Reduce -1.3% 16,733 $2.0M
Essex Bank 0.45% Reduce -0.7% 16,729 $2.0M
Evoke Wealth, LLC 0.04% Add +33.8% 16,717 $2.0M
Bradley Foster & Sargent Inc. 0.03% Add +3.0% 16,698 $2.0M
First Command Advisory Services, Inc. 0.01% Reduce -3.6% 16,693 $2.0M
Flputnam Investment Management Co. 0.03% Reduce -1.3% 16,685 $2.0M
Burkett Financial Services, LLC 0.69% Reduce -6.2% 16,634 $2.0M
Strategies Wealth Advisors, LLC 0.21% Reduce -25.9% 16,611 $2.0M
Syntegra Private Wealth Group, LLC 0.19% Add +0.4% 16,576 $2.0M
Fisher Asset Management 0.00% Add +38.3% 16,574 $2.0M
GTS Securities LLC 0.08% New 16,543 $2.0M
Vanguard Personalized Indexing Management, LLC 0.02% Add +8.0% 16,520 $2.0M
Perennial Investment Advisors, LLC 0.16% Reduce -4.1% 16,515 $2.0M
McGlone Suttner Wealth Management, Inc. 0.28% Add +0.0% 16,512 $2.0M
Advisors Capital Management, LLC 0.03% Add +3.1% 16,507 $2.0M
Next Level Private LLC 0.58% Add +0.0% 16,364 $2.0M
Golden State Wealth Management, LLC 0.22% Add +5.3% 16,489 $2.0M
REDW Wealth LLC 0.75% No change 16,453 $2.0M
Finley Financial, LLC 0.92% Reduce -4.1% 16,420 $2.0M
Partners Wealth Management, LLC 1.93% Add +9.0% 16,216 $2.0M
Dominguez Wealth Management Solutions, Inc. 1.24% Add +0.6% 16,204 $2.0M
Aprio Wealth Management, LLC 0.19% Reduce -3.0% 16,168 $2.0M
SlateStone Wealth, LLC 0.17% No change 16,035 $1.9M
Sendero Wealth Management, LLC 0.22% Reduce -2.6% 15,866 $1.9M
Pinnacle Bancorp, Inc. 0.56% No change 15,769 $1.9M
Zhang Financial LLC 0.08% Add +32.2% 15,735 $1.9M
Alpha Cubed Investments, LLC 0.07% No change 15,619 $1.9M
Legacy Advisors, LLC 0.23% — 15,552 $1.9M
Eagle Strategies LLC 0.25% Add +0.0% 15,548 $1.9M
Hutchens & Kramer Investment Management Group, LLC 0.74% Reduce -5.3% 15,528 $1.9M
Security National Bank 0.29% Add +5.2% 15,500 $1.9M
Rwa Wealth Partners, LLC 0.02% Add +5.3% 15,471 $1.9M
Grey Ledge Advisors, LLC 0.42% Reduce -0.1% 15,452 $1.9M
Richmond Investment Services, LLC 0.35% Add +14.5% 15,396 $1.9M
Two West Capital Advisors LLC 1.12% Add +2.3% 15,100 $1.9M
Qube Research & Technologies Ltd 0.00% Add +452.0% 15,329 $1.9M
Towerpoint Wealth, LLC 0.76% Reduce -8.2% 15,326 $1.9M
Fiducient Advisors LLC 0.21% Reduce -1.4% 15,200 $1.8M
Hazlett, Burt & Watson, Inc. 0.64% Add +10.1% 14,997 $1.8M
Investor's Fiduciary Advisor Network, LLC 0.61% Reduce -4.9% 14,977 $1.8M
Axxcess Wealth Management, LLC 0.04% Add +24.5% 14,971 $1.8M
Wedbush Securities Inc. 0.06% Add +31.9% 14,963 $1.8M
Clarity Asset Management, Inc. 1.01% Add +6.1% 14,869 $1.8M
Howard Capital Management Group, LLC 0.11% No change 14,850 $1.8M
Westmount Partners, LLC 0.46% Add +0.0% 14,716 $1.8M
1ST Source Bank 0.09% Reduce -0.9% 14,724 $1.8M
Chicago Partners Investment Group LLC 0.05% Reduce -0.5% 14,138 $1.8M
CENTRAL TRUST Co 0.04% Reduce -0.2% 14,690 $1.8M
Maripau Wealth Management LLC 0.89% Reduce -7.4% 14,617 $1.8M
HRT Financial LP 0.01% New 14,429 $1.7M
Highland Capital Management, LLC 0.09% Add +0.7% 14,418 $1.7M
Integrated Investment Consultants, LLC 0.29% Reduce -2.6% 14,205 $1.7M
White Pine Capital LLC 0.49% Reduce -8.9% 14,169 $1.7M
Cornerstone Advisory, LLC 0.17% Add +0.1% 14,161 $1.7M
BBR Partners, LLC 0.10% No change 14,102 $1.7M
Atlatl Advisers LLC 0.67% Add +8.8% 14,068 $1.7M
Veracity Capital LLC 0.54% Reduce -1.0% 14,025 $1.7M
Obsidian Cio, LLC 0.22% Add +0.1% 14,008 $1.7M
Progressive Investment Management Corp 0.41% No change 14,000 $1.7M
Insight Advisors, LLC/ PA 0.26% Reduce -7.7% 13,931 $1.7M
Sound View Wealth Advisors Group, LLC 0.11% No change 13,854 $1.7M
McDonough Capital Management, Inc 0.84% No change 13,840 $1.7M
Able Wealth Management LLC 0.63% Reduce -2.4% 13,781 $1.7M
Brass Tax Wealth Management, Inc. 0.28% New 13,767 $1.7M
Caliber Wealth Management, LLC / KS 0.18% Add +19.7% 13,684 $1.7M
Avantra Family Wealth, Inc. 1.23% New 13,650 $1.6M
Argent Advisors, Inc. 0.48% Add +2.1% 13,612 $1.6M
Chapin Davis, Inc. 0.40% Reduce -0.6% 13,570 $1.6M
Winthrop Capital Management, LLC 0.39% Add +0.0% 13,494 $1.6M
Sandbox Financial Partners, LLC 0.46% Reduce -2.1% 13,393 $1.6M
Signaturefd, LLC 0.03% Add +0.0% 13,368 $1.6M
Bank of Hawaii 0.08% No change 13,366 $1.6M
South Plains Financial, Inc. 1.01% No change 13,365 $1.6M
Silver Oak Securities, Incorporated 0.12% Reduce -48.0% 13,303 $1.6M
Deutsche Bank AG 0.00% Reduce -1.6% 13,263 $1.6M
Resurgent Financial Advisors LLC 0.79% Reduce -3.6% 13,214 $1.6M
Riversedge Advisors, LLC 0.27% Reduce -0.2% 13,143 $1.6M
Simmons Bank 0.11% Add +17.9% 13,100 $1.6M
AdvisorNet Financial, Inc 0.09% Reduce -7.2% 13,083 $1.6M
Silver Grove Financial Group, Inc. 1.50% — 13,053 $1.6M
Highview Capital Management LLC 0.58% No change 13,021 $1.6M
Summit Financial Strategies, Inc. 0.13% No change 13,007 $1.6M
Sageworth Trust Co 0.07% Add +67.4% 13,000 $1.6M
Quadrant Capital Group LLC 0.05% No change 12,995 $1.6M
Atlantic Union Bankshares Corp 0.03% Add +1.4% 12,871 $1.6M
Wesbanco Bank Inc. 0.04% Add +0.4% 12,860 $1.6M
Cambridge Capital Management, LLC 0.74% Reduce -2.1% 12,843 $1.6M
Kovack Advisors, Inc. 0.14% Add +5.0% 12,705 $1.5M
Empower Advisory Group, LLC 0.00% Reduce -0.1% 12,675 $1.5M
Cornerstone Wealth Group, LLC 0.10% Add +7.2% 12,658 $1.5M
Cadinha & Co. LLC 0.21% No change 12,580 $1.5M
Wealth Watch Advisors, INC 0.62% Add +1.1% 12,521 $1.5M
Enclave Advisors LLC 0.23% Add +2.4% 12,503 $1.5M
New England Private Wealth Advisors LLC 0.20% Add +0.1% 12,452 $1.5M
Johnson Financial Group, Inc. 0.06% Add +11.7% 12,416 $1.5M
Synergy Investment Management, LLC 0.57% Add +15.5% 12,406 $1.5M
Tompkins Financial Corp. 0.13% No change 12,404 $1.5M
Catalina Capital Group, LLC 0.92% Add +12.8% 12,351 $1.5M
CVA Family Office, LLC 0.19% No change 12,315 $1.5M
Kessler Investment Group, LLC 0.64% Reduce -2.7% 12,271 $1.5M
SOL Capital Management CO 0.13% Reduce -4.1% 12,253 $1.5M
Betterment LLC 0.00% Add +3.9% 12,252 $1.5M
Greenwood Gearhart LLC 0.08% Add +1.0% 12,205 $1.5M
Rothschild Investment LLC 0.08% Reduce -0.7% 12,163 $1.5M
Albion Financial Group 0.09% Add +1.8% 12,162 $1.5M
Arcadia Investment Advisors LLC 0.71% Reduce -0.7% 12,150 $1.5M
MKT Advisors LLC 0.54% Reduce -0.1% 12,062 $1.5M
Financial & Tax Architects, LLC 0.32% New 12,105 $1.5M
Canopy Partners, LLC 0.49% Reduce -1.1% 12,036 $1.5M
Balboa Wealth Partners 0.25% Add +1.8% 12,020 $1.5M
Morton Capital Management LLC 0.24% Add +155.2% 12,020 $1.5M
Krilogy Financial LLC 0.05% Add +16.1% 11,639 $1.4M
SK Wealth Management, LLC 0.53% Reduce -1.6% 11,752 $1.4M
Tritonpoint Wealth, LLC 0.12% Add +2.1% 11,879 $1.4M
Inspirion Wealth Advisors, LLC 0.20% Add +3.4% 14,967 $1.4M
Cooper Financial Group 0.16% Reduce -3.3% 11,824 $1.4M
TCV Trust & Wealth Management, Inc. 0.12% No change 11,796 $1.4M
Tiemann Investment Advisors, LLC 0.54% Reduce -0.3% 11,785 $1.4M
Friday Financial 0.59% No change 11,744 $1.4M
Columbia River Financial Group, LLC 0.87% Reduce -0.4% 11,366 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.05% Add +0.7% 11,647 $1.4M
Idaho Trust Co 0.47% Reduce -3.8% 11,630 $1.4M
LifeSteps Financial, Inc. 0.90% Add +5.7% 11,624 $1.4M
Texas Yale Capital Corp. 0.04% No change 11,600 $1.4M
Murphy, Middleton, Hinkle & Parker, Inc. 0.68% Reduce -0.2% 11,534 $1.4M
Advyzon Investment Management, LLC 0.24% Add +145.5% 11,523 $1.4M
CFM Wealth Partners LLC 0.20% Reduce -0.7% 11,523 $1.4M
Oxinas Partners, LLC 0.74% Reduce -2.4% 11,490 $1.4M
Beacon Bridge Wealth Partners, LLC 0.49% Add +1.9% 11,479 $1.4M
Moss Adams Wealth Advisors LLC 0.11% No change 11,468 $1.4M
LexAurum Advisors, LLC 0.20% Add +5.4% 11,437 $1.4M
LGT Financial Advisors LLC 2.96% Add +5.8% 11,363 $1.4M
Mma Asset Management LLC 0.46% Reduce -0.2% 11,354 $1.4M
West Paces Advisors Inc. 0.27% Add +26.3% 11,351 $1.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.29% Reduce -1.8% 11,238 $1.4M
Flagship Private Wealth, LLC 0.54% No change 11,224 $1.4M
C2C Wealth Management, LLC 1.16% No change 11,204 $1.4M
Berman McAleer LLC 0.19% — 11,119 $1.3M
Semus Wealth Partners LLC 0.76% Add +7.1% 11,106 $1.3M
Focused Wealth Management, Inc 0.14% Add +0.1% 11,026 $1.3M
LaSalle St. Investment Advisors, LLC 0.24% Add +14.3% 11,008 $1.3M
First National Bank Sioux Falls 0.41% Reduce -0.4% 10,967 $1.3M
Florida Trust Wealth Management Co 0.04% Add +2.7% 10,961 $1.3M
Latitude Advisors, LLC 0.60% Add +3.9% 10,926 $1.3M
Blankinship & Foster, LLC 0.29% Reduce -2.0% 10,912 $1.3M
Gemmer Asset Management LLC 0.11% Reduce -5.1% 10,868 $1.3M
First Nebraska Trust Co 0.12% No change 10,862 $1.3M
Taylor Financial Group, Inc. 0.75% No change 10,856 $1.3M
Insigneo Advisory Services, LLC 0.09% Add +22.1% 10,843 $1.3M
Henrickson Nauta Wealth Advisors, Inc. 0.41% No change 10,738 $1.3M
Stockman Wealth Management, Inc. 0.16% Add +0.6% 10,697 $1.3M
FFT Wealth Management LLC 0.24% Reduce -8.3% 10,672 $1.3M
LongView Wealth Management 0.35% Reduce -1.4% 10,655 $1.3M
Hollencrest Capital Management 0.05% No change 10,645 $1.3M
Greenup Street Wealth Management LLC 0.20% Reduce -5.3% 10,633 $1.3M
Ofc Financial Planning, LLC 1.27% No change 10,598 $1.3M
Neuberger Berman Group LLC 0.00% Add +41.1% 10,574 $1.3M
American Trust 0.11% Reduce -7.5% 10,512 $1.3M
MidAtlantic Capital Management, Inc. 0.86% Reduce -4.8% 10,476 $1.3M
First National Trust Co 0.04% Reduce -0.3% 10,470 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +0.6% 10,467 $1.3M
Lifeworks Advisors, LLC 0.17% Add +0.1% 10,467 $1.3M
Washington Trust Bank 0.09% Reduce -2.0% 10,463 $1.3M
Ritter Daniher Financial Advisory LLC / DE 0.22% Add +0.6% 10,426 $1.3M
Brookwood Investment Group LLC 0.16% Reduce -66.7% 10,394 $1.3M
Compound Planning, Inc. 0.04% Reduce -23.7% 10,376 $1.3M
Pennsylvania Capital Management Inc. 0.36% No change 10,356 $1.3M
Iams Wealth Management, LLC 0.50% Reduce -25.4% 10,351 $1.2M
Salem Investment Counselors Inc. 0.04% No change 10,344 $1.2M
Arvest Bank Trust Division 0.07% Reduce -23.7% 10,323 $1.2M
Sonoma Allocations LLC 0.45% — 10,400 $1.2M
Sage Mountain Advisors LLC 0.07% Add +2.5% 10,263 $1.2M
Forte Asset Management LLC 0.60% Reduce -12.8% 10,250 $1.2M
McHugh Group, LLC 0.75% No change 10,250 $1.2M
Evolution Wealth Advisors, LLC 0.17% Reduce -60.4% 10,230 $1.2M
Fortress Financial Group, LLC 0.95% No change 10,215 $1.2M
Lakeridge Wealth Management LLC 0.55% Reduce -0.0% 10,211 $1.2M
Parkside Financial Bank & Trust 0.10% Reduce -2.4% 10,180 $1.2M
IFG Advisors, LLC 0.20% Add +1.0% 10,170 $1.2M
LTG Capital LLC 0.97% Reduce -8.9% 10,170 $1.2M
Cassaday & Co Wealth Management LLC 0.03% No change 10,143 $1.2M
Provenance Wealth Advisors, LLC 0.16% Reduce -0.4% 10,109 $1.2M
Archford Capital Strategies, LLC 0.15% Reduce -0.0% 10,094 $1.2M
Dynamic Advisor Solutions LLC 0.04% Add +1.0% 10,076 $1.2M
RFG Advisory, LLC 0.03% Reduce -0.3% 10,059 $1.2M
One Day In July LLC 0.10% Reduce -0.5% 10,049 $1.2M
Brasada Capital Management, LP 0.21% No change 9,979 $1.2M
Empirical Asset Management, LLC 0.34% Reduce -6.3% 10,019 $1.2M
Net Worth Advisory Group 0.35% Reduce -89.1% 9,949 $1.2M
Oakworth Capital, Inc. 0.07% Reduce -0.3% 9,939 $1.2M
Wealthstream Advisors, Inc. 0.18% Reduce -16.7% 9,938 $1.2M
FWG Investments, LLC. 0.82% Add +16.9% 9,879 $1.2M
Thrive Wealth Management, LLC 0.18% Reduce -0.7% 9,859 $1.2M
Facet Wealth, Inc. 0.02% Add +106.3% 9,838 $1.2M
Pacific Sun Financial Corp 0.57% No change 9,834 $1.2M
Rockwood Wealth Management, LLC 0.09% Add +8.6% 9,833 $1.2M
GWN Securities Inc. 0.27% Reduce -20.3% 9,745 $1.2M
TL Private Wealth 0.47% Reduce -5.3% 9,770 $1.2M
Private Wealth Management Group, LLC 0.32% No change 9,764 $1.2M
Wedmont Private Capital 0.04% Add +2.3% 9,727 $1.2M
Eaton-Cambridge Inc. 0.41% No change 9,739 $1.2M
Robinson Smith Wealth Advisors LLC 0.84% No change 9,736 $1.2M
Azimuth Capital Investment Management LLC 0.04% Add +16.9% 9,708 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.06% Add +0.1% 9,704 $1.2M
Americana Partners, LLC 0.04% Add +0.6% 9,651 $1.2M
Continuum Advisory, LLC 0.12% Add +4.5% 9,645 $1.2M
Sterling Investment Advisors LLC 0.57% Add +58.0% 9,604 $1.2M
Petix & Botte Co 0.27% No change 9,580 $1.2M
Formidable Asset Management, LLC 0.18% Add +133.4% 10,474 $1.2M
Bank of Stockton 0.33% Reduce -8.2% 9,542 $1.2M
Fiduciary Trust Co 0.01% No change 9,538 $1.2M
PFG Investments, LLC 0.06% Add +44.4% 9,538 $1.2M
Lantern Wealth Advisors, LLC 0.60% Reduce -0.9% 9,516 $1.1M
Seneca House Advisors 0.46% Reduce -0.2% 9,507 $1.1M
Capital Planning Advisors, LLC 0.16% No change 9,507 $1.1M
Beacon Financial Group 0.11% Add +0.8% 9,497 $1.1M
J. Safra Sarasin Holding AG 0.02% No change 9,500 $1.1M
Vident Advisory, LLC 0.01% Add +28.3% 9,424 $1.1M
CNB Bank 0.47% No change 9,400 $1.1M
Consilio Wealth Advisors, LLC 0.37% No change 9,316 $1.1M
Everpar Advisors LLC 0.44% Add +3.3% 9,304 $1.1M
Crescent Grove Advisors, LLC 0.11% No change 9,291 $1.1M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -4.8% 9,276 $1.1M
Chilton Investment Co. Inc. 0.02% Reduce -10.3% 9,275 $1.1M
Montag A & Associates Inc. 0.05% No change 9,258 $1.1M
Arcadia Wealth Management, LLC 0.44% Add +27.5% 9,216 $1.1M
Pacific Point Advisors, LLC 0.65% No change 9,200 $1.1M
Beacon Investment Advisors LLC 0.45% No change 9,200 $1.1M
Ironwood Investment Counsel, LLC 0.16% Add +0.6% 9,193 $1.1M
Hilltop Holdings Inc. 0.06% Reduce -5.7% 9,173 $1.1M
Verum Partners LLC 0.24% Reduce -0.1% 9,172 $1.1M
Moneywise, Inc. 0.50% Add +1.0% 9,094 $1.1M
Game Plan Financial Advisors, LLC 0.50% No change 9,036 $1.1M
Milestone Asset Management Group, LLC 0.69% Add +0.1% 9,030 $1.1M
Aaron Wealth Advisors LLC 0.07% No change 9,003 $1.1M
Ferguson Wellman Capital Management, Inc. 0.02% Add +4.7% 8,998 $1.1M
Burns J W & Co. Inc. 0.12% Reduce -0.8% 8,980 $1.1M
Neumann Capital Management, LLC 0.32% No change 8,950 $1.1M
Cambria Investment Management, L.P. 0.07% Add +216.4% 8,946 $1.1M
Empowered Funds, LLC 0.01% Add +216.4% 8,946 $1.1M
TD Waterhouse Canada Inc. 0.01% Reduce -1.1% 8,879 $1.1M
JNBA Financial Advisors 0.10% Reduce -0.8% 8,936 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 8,880 $1.1M
Sage Financial Management Group, Inc. 0.34% No change 8,920 $1.1M
NorthLanding Financial Partners, LLC 0.90% Reduce -1.7% 8,915 $1.1M
Reynders McVeigh Capital Management, LLC 0.05% No change 8,895 $1.1M
Stratos Investment Management, LLC 0.04% Add +0.1% 8,871 $1.1M
Buska Wealth Management, LLC 0.32% Add +8.5% 8,857 $1.1M
KWB Wealth 0.12% No change 9,711 $1.1M
Angeles Wealth Management, LLC 0.07% No change 8,850 $1.1M
Chancellor Financial Group WB LP 0.76% Add +0.0% 8,834 $1.1M
SageView Advisory Group, LLC 0.04% Reduce -0.1% 8,799 $1.1M
Proactive Wealth Strategies LLC 0.45% Reduce -0.3% 8,731 $1.1M
MN Wealth Advisors, LLC 0.56% Reduce -2.5% 8,728 $1.1M
Atticus Wealth Management, LLC 0.27% Reduce -0.1% 8,726 $1.1M
Moneco Advisors, LLC 0.09% Reduce -1.3% 8,717 $1.1M
City Holding Co. 0.13% Reduce -4.1% 8,602 $1.0M
Balance Wealth Partners LLC 0.25% Reduce -2.3% 8,516 $1.0M
Watershed Private Wealth LLC 0.32% Reduce -2.6% 8,510 $1.0M
Federation des caisses Desjardins du Quebec 0.00% Add +1.6% 8,508 $1.0M
CRA Financial Services, LLC 0.14% No change 8,485 $1.0M
4J Wealth Management LLC 0.60% Add +0.1% 8,477 $1.0M
Transamerica Financial Advisors, LLC 0.08% New 8,467 $1.0M
American Financial Advisors, LLC 0.13% Reduce -4.3% 8,453 $1.0M
Grandfield & Dodd, LLC 0.06% No change 8,430 $1.0M
McKinley Carter Wealth Services, Inc. 0.05% Add +1.7% 8,404 $1.0M
Catalyst Financial Partners LLC 0.12% Reduce -0.6% 8,397 $1.0M
Gries Financial LLC 0.16% Reduce -0.8% 8,383 $1.0M
Stock Yards Bank & Trust Co. 0.03% Reduce -5.4% 8,371 $1.0M
Processus Wealth & Capital Management, LLC 0.72% Reduce -33.4% 8,355 $1.0M
FSM Wealth Advisors, LLC 0.14% Reduce -6.0% 8,344 $1.0M
Pure Financial Advisors, LLC 0.02% Add +18.4% 8,325 $1.0M
Tarbox Family Office, Inc. 0.15% No change 8,323 $1.0M
Sigma Investment Counselors Inc. 0.05% Reduce -1.2% 8,306 $1.0M
Durante & Waters, LLC 0.74% No change 8,300 $1.0M
Old Port Advisors 0.25% Reduce -1.5% 8,286 $1.0M
Summit Financial Wealth Advisors, LLC 0.15% No change 8,190 $993K
QTR Family Wealth, LLC 0.47% Reduce -0.7% 8,219 $992K
Welch Group, LLC 0.04% Add +57.4% 8,179 $987K
Garde Capital, Inc. 0.05% Add +1.8% 8,114 $980K
Elevated Capital Advisors, LLC 0.24% Reduce -26.3% 8,065 $974K
Foster Dykema Cabot & Partners, LLC 0.06% Reduce -4.9% 8,043 $971K
Three Seasons Wealth, LLC 0.10% Reduce -97.2% 8,007 $967K
Manhattan West Asset Management, LLC 0.20% Reduce -6.3% 7,939 $958K
Shepherd Kaplan Krochuk, LLC 0.79% No change 7,938 $958K
Financial Partners Group, Inc 0.12% Add +0.0% 7,907 $955K
Bank of New Hampshire 0.22% Add +0.5% 7,907 $955K
Capital Investment Advisors, LLC 0.02% No change 7,857 $948K
GatePass Capital, LLC 0.55% Add +10.0% 7,804 $942K
Bare Financial Services, Inc 0.28% Reduce -0.7% 7,788 $940K
First National Bank & Trust Co. of Newtown 0.18% Add +4.7% 7,759 $937K
Talisman Wealth Advisors LLC 0.77% Add +14.1% 7,733 $934K
Welch & Forbes LLC 0.01% No change 7,689 $928K
Arbor Investment Advisors, LLC 0.12% Reduce -12.8% 7,685 $928K
Capital Group Private Client Services, Inc. 0.02% Add +0.1% 7,666 $925K
Lloyd Advisory Services, LLC. 0.43% Reduce -4.8% 7,642 $923K
Fidelis Capital Partners, LLC 0.07% No change 7,635 $922K
Gilliland Jeter Wealth Management LLC 0.28% Add +18.4% 7,634 $922K
Russell Investments Group, Ltd. 0.00% Add +27.2% 7,624 $920K
SOA Wealth Advisors, LLC. 0.15% Reduce -1.5% 7,593 $917K
Tidemark, LLC 0.27% Add +0.0% 7,573 $914K
Middleton & Co. Inc. 0.10% Reduce -0.5% 7,540 $910K
Wallington Asset Management, LLC 0.12% No change 7,534 $910K
Chesley Taft & Associates LLC 0.04% No change 7,520 $908K
Total Clarity Wealth Management, Inc. 0.24% Reduce -3.2% 7,519 $908K
GDS Wealth Management 0.06% Reduce -0.3% 7,473 $902K
Coastal Bridge Advisors, LLC 0.07% Add +0.4% 7,435 $898K
KFA Private Wealth Group, LLC 0.26% Add +21.7% 7,422 $896K
Mainstream Capital Management LLC 0.59% Reduce -3.1% 7,396 $893K
Culbertson A N & Co. Inc. 0.13% No change 7,372 $890K
Stephen J. Garry & Associates, LLC 0.71% Reduce -3.1% 7,370 $890K
Verus Wealth Management, LLC 0.83% No change 7,368 $889K
Quartz Partners, LLC 0.32% Add +17.0% 7,351 $887K
Scotia Capital Inc. 0.00% Reduce -1.1% 7,337 $886K
Farmers National Bank 0.21% Reduce -1.4% 7,332 $885K
Edgestream Partners, L.P. 0.03% New 7,328 $885K
All Terrain Financial Advisors, LLC 0.28% No change 7,318 $883K
Single Point Partners, LLC 0.18% Reduce -0.7% 7,298 $881K
HMS Capital Management, LLC 0.37% Add +1.1% 7,286 $880K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -11.3% 7,276 $878K
Meridian Management Co. 0.23% No change 7,272 $878K
Cary Street Partners Investment Advisory LLC 0.37% Add +2.2% 7,265 $877K
RPS Advisory Solutions LLC 0.43% Reduce -92.0% 7,219 $871K
Equitable Trust Co. 0.04% Reduce -4.8% 7,204 $870K
NCM Capital Management, LLC 0.34% Reduce -5.8% 7,200 $869K
HUB Investment Partners, LLC 0.03% Reduce -5.7% 7,189 $868K
Oppenheimer Asset Management Inc. 0.01% Reduce -18.1% 7,183 $867K
Bluespring Wealth Management, LLC 0.08% No change 7,176 $866K
Jackson, Grant Investment Advisers, Inc. 0.29% Add +0.1% 7,165 $865K
Councilor Wealth, LLC 0.40% Add +0.1% 7,113 $859K
Strategic Family Wealth Counselors, L.L.C. 0.22% No change 7,096 $857K
CWA Asset Management Group, LLC 0.03% Add +14.5% 7,088 $856K
HCR Wealth Advisors 0.09% Add +0.2% 7,040 $855K
Davis R M Inc. 0.01% Reduce -4.1% 7,063 $853K
Investment Research & Advisory Group, Inc. 0.29% Reduce -1.2% 7,060 $852K
Birch Hill Investment Advisors LLC 0.04% No change 7,051 $851K
Clark Capital Management Group, Inc. 0.01% Add +57.6% 7,043 $850K
Evergreen Private Wealth LLC 0.34% Add +2.3% 6,985 $843K
Meridian Wealth Management, LLC 0.03% Reduce -2.6% 6,985 $843K
Rossby Financial, LCC 0.28% Add +2.2% 6,950 $843K
Harvey Capital Management Inc. 0.18% No change 6,975 $842K
Annandale Capital, LLC 0.15% No change 6,952 $839K
Apollon Financial, LLC 0.14% Add +48.9% 6,951 $839K
Weaver Consulting Group 0.21% Reduce -10.6% 6,941 $838K
Van Hulzen Asset Management, LLC 0.06% Reduce -5.7% 6,915 $835K
GAMMA Investing LLC 0.05% No change 6,889 $832K
Founders Financial Securities LLC 0.06% Reduce -3.9% 6,860 $828K
Geometric Wealth Advisors 0.11% No change 6,832 $825K
Claro Advisors Inc. 0.12% Add +0.5% 6,808 $822K
Sageworth Trust Co of South Dakota 0.77% No change 6,804 $821K
Castle Wealth Management LLC 0.28% Reduce -2.0% 6,768 $817K
Oxler Private Wealth LLC 0.24% Add +0.1% 6,754 $815K
Kestra Investment Management, LLC 0.02% Add +4.5% 6,698 $809K
First County Bank 0.41% Reduce -0.6% 6,671 $805K
Huntleigh Advisors, Inc. 0.14% Reduce -1.4% 6,596 $796K
ProVise Management Group, LLC 0.06% Reduce -3.8% 6,584 $795K
Mitchell McLeod Pugh & Williams Inc. 0.13% Reduce -45.0% 6,320 $794K
GEN Financial Management, INC. 0.68% Reduce -3.0% 6,569 $793K
Bar Harbor Wealth Management 0.05% Reduce -2.4% 6,542 $790K
Park National Corp. 0.02% No change 6,541 $790K
Woodmont Investment Counsel LLC 0.05% No change 6,536 $789K
Two Sigma Securities, LLC 0.12% New 6,528 $788K
Pinnacle Family Advisors, LLC 0.34% Add +5.4% 6,512 $786K
Integrated Capital Management, LLC 0.35% Add +0.1% 6,306 $786K
Dimension Capital Management LLC 0.11% No change 6,490 $783K
One Wealth Management Investment & Advisory Services, LLC 0.91% Reduce -1.1% 6,481 $782K
Caprock Group, LLC 0.02% — 6,806 $782K
Clark Wealth Partners 0.48% Reduce -72.0% 6,335 $781K
Seven Mile Advisory 0.13% No change 6,464 $780K
Journey Strategic Wealth LLC 0.02% Reduce -7.8% 6,428 $776K
Madison Wealth Partners, Inc 0.15% Reduce -17.4% 6,416 $775K
Intergy Private Wealth, LLC 0.24% No change 6,404 $773K
tru Independence LLC 0.20% Add +4.6% 6,401 $773K
Legacy Edge Advisors, LLC 0.09% Reduce -3.7% 6,399 $772K
Baker Avenue Asset Management, LP 0.02% New 6,383 $771K
Imprint Wealth LLC 2.46% — 6,368 $769K
Community Bank, N.A. 0.09% Reduce -16.3% 6,365 $768K
Affinity Capital Advisors, LLC 0.12% No change 6,321 $767K
Williams Jones Wealth Management, LLC. 0.01% No change 6,338 $765K
Frisch Financial Group, Inc. 0.18% New 6,329 $764K
Guyasuta Investment Advisors Inc. 0.04% No change 6,324 $763K
Everhart Financial Group, Inc. 0.08% Reduce -0.0% 6,303 $761K
Wimmer Associates 1, LLC 0.37% No change 6,300 $761K
TFB Advisors LLC 0.22% Reduce -1.2% 6,323 $758K
SkyOak Wealth, LLC 0.14% No change 6,274 $757K
Monograph Wealth Advisors, LLC 0.08% No change 6,256 $755K
Midwest Capital Advisors, LLC 0.36% Add +0.1% 6,242 $753K
Fulcrum Equity Management 0.76% Add +5.7% 6,236 $753K
Brio Consultants, LLC 0.10% No change 6,235 $753K
Rinkey Investments 0.20% New 6,231 $752K
Blue Capital, Inc. 0.55% New 6,186 $747K
Clayton Financial Group LLC 0.54% No change 6,172 $745K
CGN Advisors LLC 0.06% No change 6,169 $745K
SeaCrest Wealth Management, LLC 0.08% Reduce -4.3% 6,097 $744K
Journey Advisory Group, LLC 0.06% No change 6,153 $743K
Laurel Wealth Advisors LLC 0.10% Reduce -12.2% 6,144 $742K
Certuity, LLC 0.05% Add +158.6% 6,127 $740K
Colton Groome Financial Advisors, LLC 0.23% Reduce -2.1% 6,117 $738K
Solano Wealth Investment Advisors LLC 0.36% No change 6,101 $737K
Hiley Hunt Wealth Management 0.34% Reduce -6.4% 6,064 $732K
First National Corp. /Ma/ 0.14% Reduce -3.5% 6,018 $730K
NBT Bank, N.A. 0.05% Reduce -20.7% 5,980 $730K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Reduce -9.6% 6,030 $728K
River Street Advisors LLC 0.28% Reduce -6.6% 6,028 $728K
ABLE Financial Group, LLC 0.16% Add +4.0% 6,016 $726K
Base Wealth Management LLC 0.41% Reduce -5.1% 5,999 $724K
Opal Wealth Advisors, LLC 0.20% Reduce -3.7% 5,988 $723K
Fulton Bank, N.A. 0.03% Add +20.8% 5,981 $722K
Flagship Harbor Advisors, LLC 0.03% Reduce -6.3% 5,959 $719K
Berger Financial Group, Inc 0.04% Add +1.6% 5,954 $719K
Valpey Financial Services, LLC 0.47% Reduce -9.7% 5,941 $717K
Consolidated Portfolio Review Corp 0.09% Reduce -10.2% 5,937 $717K
Elevation Point Wealth Partners, LLC 0.05% Reduce -87.5% 5,909 $713K
Legacy Capital Group California, Inc. 0.18% Add +78.8% 5,904 $713K
Disciplined Investments, LLC 0.28% No change 5,894 $712K
Dana Investment Advisors, Inc. 0.02% Add +0.2% 5,879 $710K
BAM Wealth Management, LLC 0.55% — 5,865 $708K
Squarepoint Ops LLC 0.00% New 5,818 $702K
Wick Capital Partners, LLC 0.17% Reduce -67.1% 5,812 $702K
Diversified Enterprises, LLC 0.05% Reduce -2.9% 5,811 $701K
Annis Gardner Whiting Capital Advisors, LLC 0.14% No change 5,771 $697K
CWS Financial Advisors, LLC 0.19% Add +0.0% 5,723 $691K
Tortoise Investment Management, LLC 0.06% Add +0.1% 5,719 $690K
Palisade Asset Management, LLC 0.06% No change 5,706 $689K
Clear Investment Research, LLC 0.92% Reduce -52.1% 5,703 $689K
Glassman Wealth Services 0.10% No change 5,697 $688K
Bearing Point Capital, LLC 0.12% No change 5,692 $687K
Plancorp, LLC 0.02% Reduce -12.3% 5,689 $687K
Promus Capital, LLC 0.44% New 5,675 $685K
Sage Financial Group Inc. 0.05% Add +1.3% 5,636 $680K
Amplius Wealth Advisors, LLC 0.06% Add +0.1% 5,634 $680K
Leslie Global Wealth, LLC 0.32% Reduce -69.8% 5,603 $676K
Conservest Capital Advisors, Inc. 0.06% No change 5,594 $675K
Altfest L J & Co. Inc. 0.07% No change 5,566 $672K
Trust Co of the South 0.11% Reduce -7.9% 5,545 $669K
Timonier Family Office, LTD. 0.22% No change 5,536 $668K
Staley Capital Advisers Inc. 0.03% No change 5,534 $668K
Brandywine Oak Private Wealth LLC 0.06% No change 5,524 $667K
Worth Financial Advisory Group, LLC 0.37% Add +4.1% 5,515 $666K
BCGM Wealth Management, LLC 0.17% Add +0.1% 5,512 $665K
Goldstein Advisors, LLC 0.08% Add +6.3% 5,486 $662K
ORBA Wealth Advisors, L.L.C. 0.54% No change 5,478 $661K
PUREfi Wealth, LLC 0.51% Reduce -8.8% 5,475 $661K
Gutierrez Wealth Advisory, LLC 0.42% Reduce -0.2% 5,456 $659K
IFC Advisors LLC 0.12% Reduce -1.9% 5,411 $653K
Dakota Wealth Management 0.01% Reduce -18.5% 5,401 $652K
Old Second National Bank of Aurora 0.13% Reduce -6.9% 5,401 $652K
Canandaigua National Bank & Trust Co. 0.06% Add +2.5% 5,398 $652K
Dynamic Financial Group 0.56% Add +0.0% 5,385 $650K
Gradient Capital Advisors, LLC 0.17% No change 5,352 $646K
Principle Wealth Partners LLC 0.04% No change 5,319 $642K
Ritholtz Wealth Management 0.01% Reduce -8.5% 5,311 $641K
Quadcap Wealth Management, LLC 0.08% Reduce -1.1% 5,306 $641K
Oak Harvest Investment Services 0.07% Add +0.1% 5,280 $637K
Bank of Nova Scotia 0.00% No change 5,280 $637K
Crewe Advisors LLC 0.06% Reduce -2.5% 5,279 $637K
Old North State Trust, LLC 0.39% Add +4.3% 5,268 $636K
NWF Advisory Services Inc. 0.07% Add +8.5% 5,264 $635K
Strategic Equity Management 0.23% Add +2.4% 5,250 $634K
Courage Miller Partners, LLC 0.19% Reduce -6.7% 5,249 $634K
Clarendon Private LLC 0.57% Add +0.1% 5,245 $633K
Oakwell Private Wealth Management, LLC 0.13% No change 5,240 $633K
KRS Capital Management, LLC 0.38% No change 5,222 $630K
Blue Bell Private Wealth Management, LLC 0.10% Add +0.3% 5,209 $629K
Eldridge Investment Advisors, Inc. 0.14% No change 5,200 $628K
United Community Bank 0.19% Reduce -0.1% 5,192 $627K
Curtis Advisory Group, LLC 0.14% No change 5,179 $625K
Oak Wealth Advisors LLC 0.36% Reduce -0.1% 5,173 $624K
Evolution Wealth Management Inc. 0.64% Add +1.9% 5,168 $624K
United Advisor Group, LLC 0.08% Add +4.3% 5,160 $623K
Parthenon LLC 0.07% No change 5,136 $620K
Planning Center, Inc. 0.07% Reduce -15.2% 5,136 $620K
New Republic Capital, LLC 0.19% Reduce -2.6% 5,119 $618K
Segment Wealth Management, LLC 0.04% Reduce -6.1% 5,096 $615K
Verdence Capital Advisors LLC 0.04% Reduce -3.0% 4,934 $615K
Lifestyle Asset Management, Inc. 0.21% Reduce -45.8% 5,087 $614K
Accurate Wealth Management, LLC 0.08% Add +1.4% 5,114 $613K
Front Row Advisors LLC 0.21% No change 5,072 $612K
Genesis Wealth Advisors, LLC 0.43% Reduce -1.9% 5,062 $611K
VeraBank, N.A. 0.11% No change 5,059 $611K
Family Manage LLC 0.08% No change 5,054 $610K
Enzi Wealth 0.21% Reduce -2.9% 5,091 $610K
WealthBridge Capital Management, LLC 0.14% No change 5,034 $608K
Fusion Capital, LLC 0.18% Reduce -0.9% 4,868 $608K
Raab & Moskowitz Asset Management LLC 0.14% Add +28.0% 5,005 $604K
GenTrust, LLC 0.03% No change 5,000 $604K
Vicus Capital 0.05% Reduce -0.1% 4,988 $602K
Cape Investment Advisory, Inc. 0.59% Add +11.5% 4,954 $598K
Seros Financial, LLC 0.36% Add +0.0% 4,954 $598K
Litman Gregory Wealth Management LLC 0.04% No change 4,942 $597K
Vantage Point Financial LLC 0.23% Add +14.0% 4,941 $596K
Manning & Napier Advisors LLC 0.01% No change 4,916 $594K
Plante Moran Financial Advisors, LLC 0.04% No change 4,888 $590K
Crux Wealth Advisors 0.23% Reduce -6.0% 4,886 $590K
49 Wealth Management, LLC 0.06% Reduce -25.5% 4,879 $589K
Level Wealth Management LLC 0.31% No change 4,876 $589K
Pictet North America Advisors SA 0.06% No change 4,872 $588K
Trust Co. of Toledo NA 0.06% No change 4,867 $588K
Bogart Wealth, LLC 0.02% Add +0.0% 4,862 $587K
JGP Wealth Management, LLC 0.06% Reduce -18.9% 4,826 $586K
Main Street Financial Solutions, LLC 0.04% Add +8.6% 4,831 $583K
Sfmg, LLC 0.04% Add +1.6% 4,815 $581K
Pinnacle Wealth Management Advisory Group, LLC 0.04% No change 4,814 $581K
FLP Wealth Management, LLC 1.63% Reduce -29.8% 4,808 $580K
Sachetta, LLC 0.22% Reduce -1.9% 4,805 $580K
Francis Financial, Inc. 0.10% Add +0.8% 4,757 $574K
BOS Asset Management, LLC 0.16% No change 4,753 $574K
Blackston Financial Advisory Group, LLC 0.34% Reduce -0.9% 4,750 $573K
Baker Tilly Wealth Management, LLC 0.13% Add +1.9% 4,745 $573K
Howard Financial Services, LTD. 0.07% Add +0.1% 4,729 $571K
Visionary Wealth Advisors 0.03% Add +0.4% 4,726 $571K
Visionary Horizons, LLC 0.32% New 4,723 $570K
Objective Capital Management, LLC 0.59% No change 4,716 $569K
Seascape Capital Management 0.16% No change 4,716 $569K
WT Wealth Management 0.16% No change 4,704 $568K
Childress Capital Advisors, LLC 0.10% No change 4,702 $568K
O'Connor Financial Group LLC 0.24% Reduce -0.6% 4,694 $567K
MWA Asset Management 0.31% Add +4.3% 4,691 $566K
WNY Asset Management, LLC 0.05% Add +1.8% 4,681 $565K
Insight Wealth Strategies, LLC 0.07% Reduce -3.4% 4,678 $565K
GM Advisory Group, LLC 0.02% No change 4,669 $564K
CPC Advisors, LLC 0.06% Add +81.2% 4,665 $563K
Horizon Wealth Management, LLC 0.08% Add +0.0% 4,661 $563K
Mengis Capital Management, Inc. 0.11% Add +0.0% 4,659 $562K
SwitchPoint Financial Planning, LLC 0.41% No change 4,656 $562K
Summit Asset Management, LLC 0.09% No change 4,646 $561K
Fifth Third Wealth Advisors LLC 0.02% Add +26.7% 4,646 $561K
Accredited Investors Inc. 0.03% No change 4,638 $560K
LaFleur & Godfrey LLC 0.07% Reduce -1.4% 4,625 $558K
Curated Wealth Partners LLC 0.07% No change 4,625 $558K
Family Office Research LLC 0.24% Reduce -1.5% 4,615 $557K
Capital Squared Financial LLC 0.48% Add +3.8% 4,602 $556K
GreatBanc Trust CO 0.38% — 4,600 $555K
One Capital Management, LLC 0.02% Reduce -7.9% 4,595 $555K
Unique Wealth, LLC 0.08% No change 4,582 $553K
Canvas Wealth Advisors, LLC 0.10% Add +0.8% 4,563 $552K
JFG Wealth Management, LLC 0.11% No change 4,519 $546K
Diversify Wealth Management, LLC 0.03% No change 4,346 $545K
Beaumont Financial Advisors, LLC 0.04% No change 4,510 $544K
Annex Advisory Services, LLC 0.01% Reduce -0.0% 4,498 $543K
Wealth Preservation Advisors, LLC 0.32% No change 4,493 $542K
New World Advisors LLC 0.10% No change 4,474 $540K
Larson Financial Group LLC 0.02% Add +13.1% 4,468 $539K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4,458 $538K
Brand Asset Management Group, Inc. 0.15% Add +52.6% 4,459 $538K
Truefg, LLC 0.15% No change 4,437 $536K
MIdWestOne Financial Group, Inc. 0.07% No change 4,435 $535K
Curbstone Financial Management Corp 0.10% New 4,420 $534K
Brown Wealth Management, LLC 0.15% Reduce -0.1% 4,413 $533K
Wealthstar Advisors, LLC 0.21% Reduce -3.0% 4,407 $532K
Elm Partners Management LLC 0.03% New 4,401 $531K
Versant Capital Management, Inc 0.07% No change 4,387 $530K
Condor Capital Management 0.04% Reduce -2.2% 4,386 $530K
Relyea Zuckerberg Hanson LLC 0.06% No change 4,372 $528K
TFO Wealth Partners, LLC 0.09% No change 4,370 $528K
Brown Miller Wealth Management, LLC 0.15% New 4,320 $521K
CPR Investments Inc. 0.36% Reduce -17.7% 4,317 $521K
Investors Research Corp 0.10% Add +23.4% 4,310 $520K
Stone Summit Wealth LLC 0.15% Reduce -3.2% 4,306 $520K
Legacy Bridge, LLC 0.22% No change 4,305 $520K
GLOBALT Investments LLC / GA 0.02% Reduce -12.2% 4,304 $520K
Hidden Cove Wealth Management, LLC 0.34% Reduce -0.4% 4,291 $518K
Bank Ozk 0.18% No change 4,279 $517K
Garrison Point Advisors, LLC 0.22% Add +10.7% 4,251 $513K
Patten & Patten Inc. 0.03% Add +87.6% 4,234 $511K
N.E.W. Advisory Services LLC 0.05% Reduce -2.1% 4,217 $509K
Eagle Rock Investment Company, LLC 0.08% No change 4,200 $507K
Drive Wealth Management, LLC 0.11% Reduce -9.4% 4,198 $507K
Richards, Merrill & Peterson, Inc. 0.22% No change 4,193 $506K
Lake Street Private Wealth, LLC 0.07% Reduce -0.1% 4,172 $504K
Christensen, King & Associates Investment Services, Inc. 0.22% No change 4,172 $504K
Gill Capital Partners, LLC 0.15% New 4,171 $504K
Newman Dignan & Sheerar, Inc. 0.11% Reduce -5.5% 4,159 $502K
Trilogy Capital Inc. 0.02% Reduce -7.1% 4,157 $502K
Spinnaker Investment Group, LLC 0.09% New 4,145 $500K
Canal Capital Management, LLC 0.07% Reduce -5.6% 4,094 $494K
Jim Saulnier & Associates, LLC 0.28% Add +0.1% 4,089 $494K
Holland Advisory Services, Inc. 0.68% Add +0.1% 4,085 $493K
Fairway Wealth LLC 0.14% Add +11.6% 4,083 $493K
Meeder Advisory Services, Inc. 0.02% Add +13.0% 4,074 $492K
Acorn Wealth Advisors, LLC 0.15% New 4,067 $491K
TrueWealth Advisors, LLC 0.13% Reduce -2.6% 4,067 $491K
Inspire Advisors, LLC 0.05% Add +6.3% 4,067 $491K
Hershey Financial Advisers, LLC 0.42% New 4,051 $489K
Trail Ridge Investment Advisors, LLC 0.22% Add +7.3% 4,046 $488K
Pine Valley Investments Ltd Liability Co 0.03% No change 4,041 $488K
Fort Point Capital Partners LLC 0.06% Reduce -9.2% 4,036 $487K
Trust Co. of Vermont 0.02% Add +5.9% 4,034 $487K
Aviance Capital Partners, LLC 0.06% No change 4,031 $487K
Koesten, Hirschmann & Crabtree, INC. 0.23% No change 4,008 $484K
Little House Capital LLC 0.11% Add +2.0% 3,993 $482K
New Age Alpha Advisors, LLC 0.02% Reduce -24.6% 3,991 $482K
Floyd Financial Group LLC 0.36% No change 3,986 $481K
Northwest Financial Advisors 0.62% Add +0.4% 3,986 $481K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.2% 3,971 $479K
Vishria Bird Financial Group, LLC 0.09% No change 3,964 $479K
Secure Asset Management, LLC 0.08% Reduce -0.5% 3,944 $478K
UNIVEST FINANCIAL Corp 0.03% Add +4.9% 3,922 $473K
Westover Capital Advisors, LLC 0.09% No change 3,920 $473K
Global Assets Advisory, LLC 0.14% Reduce -19.2% 3,913 $472K
Phillips Financial Management, LLC 0.03% No change 3,897 $470K
Walled Lake Planning & Wealth Management, LLC 0.15% Reduce -8.8% 3,866 $467K
Shakespeare Wealth Management, LLC 0.11% New 3,866 $467K
Cornerstone Wealth Advisors, Inc. 0.11% Reduce -0.6% 3,864 $466K
Main Street Group, LTD 0.15% Reduce -9.7% 3,864 $466K
BCS Wealth Management 0.11% Reduce -12.0% 3,863 $466K
Kelly Financial Group LLC 0.12% Reduce -4.7% 3,859 $466K
Coyle Financial Counsel LLC 0.11% No change 3,833 $463K
Shearwater Capital LLC 0.27% No change 3,830 $462K
Independent Advisor Alliance 0.01% Reduce -4.6% 3,816 $461K
High Net Worth Advisory Group LLC 0.11% No change 3,800 $459K
Glen Eagle Advisors, LLC 0.06% Add +1.8% 3,763 $454K
Monetary Management Group Inc. 0.10% No change 3,750 $453K
Warm Springs Advisors Inc. 0.34% No change 3,736 $451K
Financial Insights, Inc. 0.15% No change 3,732 $451K
AssuredPartners Investment Advisors, LLC 0.10% No change 3,728 $450K
Mascagni Wealth Management, Inc. 0.35% No change 3,725 $450K
Armstrong Advisory Group, Inc. 0.03% No change 3,705 $447K
Newton One Investments LLC 0.13% Reduce -10.6% 3,697 $446K
Novus Advisors, LLC 1.02% Reduce -29.4% 3,689 $445K
Legacy Trust 0.09% New 3,682 $444K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -0.4% 3,673 $443K
Select Asset Management & Trust 0.14% No change 3,666 $443K
Life Line Wealth Management LLC 0.13% Add +7.2% 3,634 $439K
Midwest Heritage Bank, FSB 0.16% Reduce -3.0% 3,632 $438K
Allium Financial Advisors, LLC 0.36% No change 3,629 $438K
Guardian Wealth Advisors, LLC / NC 0.03% Add +47.9% 3,624 $438K
Accretive Wealth Partners, LLC 0.13% No change 3,624 $437K
HFG Advisors, Inc. 0.32% Reduce -5.1% 3,621 $437K
SMART Wealth LLC 0.16% Add +10.2% 3,615 $436K
Center For Asset Management LLC 0.23% Reduce -3.3% 3,604 $435K
Ellevest, Inc. 0.06% Add +0.1% 3,604 $435K
Partners in Financial Planning 0.07% Add +0.1% 3,595 $434K
Westwood Holdings Group Inc. 0.00% No change 3,586 $433K
Cozad Asset Management Inc. 0.03% No change 3,585 $433K
Glass Jacobson Investment Advisors llc 0.16% Reduce -1.3% 3,562 $430K
Charles Schwab Trust Co 0.03% Add +74.5% 3,562 $430K
Capital Investment Counsel, LLC 0.06% No change 3,536 $427K
Keystone Financial Group 0.03% Reduce -0.8% 3,533 $427K
Aurdan Capital Management, LLC 0.14% No change 3,530 $426K
RVW Wealth, LLC 0.03% No change 3,525 $426K
Dunhill Financial, LLC 0.14% Add +7.0% 3,522 $425K
Burney Co./ 0.01% No change 3,511 $424K
Arbor Trust Wealth Advisors, LLC 0.19% Add +0.1% 3,505 $423K
Tradewinds, LLC. 0.10% Reduce -82.8% 3,493 $422K
William Mack & Associates, Inc. 0.23% Reduce -5.6% 3,482 $420K
Klingman & Associates, LLC 0.02% No change 3,482 $420K
Willner & Heller, LLC 0.32% Reduce -0.4% 3,476 $420K
Hubbell Strickland Wealth Management, LLC 0.17% Add +0.1% 3,472 $419K
Truvestments Capital LLC 0.08% Add +6.9% 3,467 $419K
Allegheny Financial Group 0.08% No change 3,456 $417K
Heritage Wealth Management, Inc. 0.12% New 3,455 $417K
Salus Financial Advisors, LLC 0.26% No change 3,441 $415K
Pullen Investment Management, LLC 0.22% No change 3,428 $414K
Stonebridge Financial Group, LLC 0.04% No change 3,427 $414K
Ingalls & Snyder LLC 0.01% No change 3,409 $412K
Fiscal Wisdom Wealth Management, LLC 0.39% — 3,413 $411K
Lanark Financial, Inc. 0.03% No change 3,403 $411K
Activest Wealth Management 0.08% New 3,397 $410K
Portland Global Advisors LLC 0.05% No change 3,395 $410K
Petra Financial Advisors Inc. 0.24% Reduce -1.6% 3,382 $408K
Lockerman Financial Group, Inc. 0.51% Add +4.4% 3,373 $407K
Affinity Wealth Management LLC 0.06% Add +11.0% 3,366 $406K
St Germain D J Co. Inc. 0.02% Add +695.0% 3,363 $406K
RMG Wealth Management LLC 0.06% No change 3,365 $405K
TruWealth Advisors, LLC 0.02% No change 3,352 $405K
Independent Wealth Network Inc. 0.13% Reduce -2.9% 3,342 $403K
Loomis Sayles & Co. L P 0.00% Add +33.4% 3,335 $403K
Founders Financial Alliance, LLC 0.08% Add +19.0% 3,332 $402K
Stiles Financial Services Inc 0.13% No change 3,305 $399K
G2 Capital Management, LLC / Oh 0.10% No change 3,288 $397K
Allen Capital Group, LLC 0.04% No change 3,286 $397K
Mountain Capital Investment Advisors Inc. 0.07% Add +5.5% 3,263 $396K
Samalin Investment Counsel, LLC 0.14% Reduce -3.3% 3,276 $395K
Running Point Capital Advisors, LLC 0.11% No change 3,275 $395K
Nalls Sherbakoff Group, LLC 0.27% Add +0.0% 3,264 $394K
Portland Financial Advisors Inc 0.84% No change 3,264 $394K
Freedom Day Solutions, LLC 0.11% Reduce -0.0% 3,264 $394K
Black Swift Group, LLC 0.07% Reduce -5.2% 3,256 $393K
Barnes Pettey Financial Advisors, LLC 0.21% Add +54.8% 3,250 $392K
Swisher Financial Concepts, Inc. 0.24% Reduce -5.3% 3,248 $392K
Financial Synergies Wealth Advisors, Inc. 0.04% Reduce -27.2% 3,239 $391K
Schrum Private Wealth Management LLC 0.29% Add +0.0% 3,238 $391K
L & S Advisors Inc 0.04% No change 3,234 $390K
Palo Alto Wealth Advisors, LLC 0.11% New 3,133 $388K
Beverly Hills Private Wealth, LLC 0.07% Reduce -23.6% 3,215 $388K
Prasad Wealth Partners, LLC 0.11% Add +0.1% 3,213 $388K
Full Sail Capital, LLC 0.02% No change 3,206 $387K
Marietta Investment Partners LLC 0.07% New 3,205 $387K
Caldwell Trust Co 0.04% Reduce -6.2% 3,205 $387K
Kirtland Hills Capital Management, LLC 0.15% No change 3,201 $386K
Paulson Wealth Management Inc. 0.09% No change 3,200 $386K
Saxon Interests, Inc. 0.15% Reduce -1.3% 3,360 $386K
Roble, Belko & Company, Inc 0.05% No change 3,196 $386K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 3,192 $385K
Pinnacle Wealth Planning Services, Inc. 0.05% No change 3,185 $384K
Wealthcare Capital Management LLC 0.04% Reduce -1.5% 3,185 $384K
Landing Point Financial Group, LLC 0.20% No change 3,180 $384K
Montz Harcus Wealth Management LLC 0.17% Add +0.1% 3,176 $383K
Colonial Trust Advisors 0.03% Reduce -0.9% 3,172 $383K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% No change 3,164 $382K
PFG Private Wealth Management, LLC 0.17% New 3,161 $382K
Integrity Wealth Solutions LLC 0.17% Reduce -0.3% 3,161 $382K
Blue Chip Partners, LLC 0.03% Reduce -0.0% 3,153 $381K
Shira Ridge Wealth Management 0.16% Add +0.5% 3,131 $378K
Freedom Investment Management, Inc. 0.10% Reduce -77.6% 3,124 $377K
Forum Private Client Group LLC 0.13% No change 3,123 $377K
ARS Investment Partners, LLC 0.02% Add +32.3% 3,122 $377K
Zullo Investment Group, Inc. 0.14% No change 3,119 $377K
Core Wealth Management, Inc. 0.12% No change 3,099 $374K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -41.0% 3,093 $373K
TPG Advisors LLC 0.24% No change 3,044 $367K
Wellment Financial 0.43% Reduce -2.4% 3,024 $365K
Smith, Moore & Co. 0.03% Add +2.9% 3,021 $365K
First American Trust, FSB 0.03% No change 3,021 $365K
Advisory Alpha, LLC 0.01% Add +12.7% 2,993 $363K
Steph & Co. 0.11% No change 3,009 $363K
Jag Capital Management, LLC 0.04% Add +17.8% 3,002 $362K
1776 Wealth LLC 0.14% No change 3,000 $362K
M. Kraus & Co 0.10% No change 3,000 $362K
Oldfather Financial Services, LLC 0.11% Add +36.8% 2,998 $362K
Navalign, LLC 0.09% Reduce -2.9% 2,973 $359K
Peak Retirement Planning, Inc. 0.10% New 2,971 $359K
Global Wealth Management Investment Advisory, Inc. 0.06% Add +13.2% 2,967 $358K
Astoria Portfolio Advisors LLC. 0.09% New 2,934 $358K
HORAN Wealth, LLC 0.06% New 2,965 $358K
Delta Investment Management, LLC 0.06% Add +0.1% 2,961 $357K
Oarsman Capital, Inc. 0.05% Reduce -2.3% 2,918 $352K
Regatta Capital Group, LLC 0.06% No change 2,909 $351K
Veery Capital, LLC 0.11% Reduce -9.7% 2,906 $351K
180 Wealth Advisors, LLC 0.04% Reduce -0.1% 2,901 $350K
Global Financial Private Client, LLC 0.12% Reduce -18.5% 2,898 $350K
Onyx Bridge Wealth Group LLC 0.04% Add +1.7% 2,883 $348K
Valtinson Bruner Financial Planning LLC 0.10% Add +5.7% 2,882 $348K
Strategic Point Investment Advisors, LLC 0.05% No change 2,880 $348K
Three Cord True Wealth Management, LLC 0.23% Reduce -1.2% 2,867 $346K
SYM FINANCIAL Corp 0.04% Reduce -26.9% 2,851 $344K
Cynosure Group, LLC 0.04% No change 2,844 $343K
NewSquare Capital LLC 0.02% No change 2,843 $343K
Sagace Wealth Management LLC 0.23% Reduce -5.2% 2,838 $343K
Armstrong, Fleming & Moore, Inc 0.16% No change 2,835 $342K
Acorn Financial Advisory Services Inc. 0.05% Add +33.4% 2,828 $341K
Grove Bank & Trust 0.04% No change 2,781 $336K
M3 Advisory Group, LLC 0.21% Add +0.0% 2,779 $335K
TBH Global Asset Management, LLC 0.07% New 2,779 $335K
Melfa Wealth Management, Inc. 0.20% No change 2,775 $335K
Rockbridge Investment Management, LCC 0.03% No change 2,760 $333K
SP Asset Management LLC 0.03% Add +0.1% 2,752 $332K
MRA Advisory Group 0.14% Add +0.1% 2,750 $332K
Plum Street Advisors, LLC 0.13% No change 2,741 $331K
NovaPoint Capital, LLC 0.08% New 2,740 $331K
Paradigm, Strategies in Wealth Management, LLC 0.21% No change 2,735 $330K
Chesapeake Wealth Management 0.10% Reduce -2.1% 2,730 $330K
Kennicott Capital Management LLC 0.16% No change 2,724 $329K
Baron Silver Stevens Financial Advisors, LLC 0.05% Reduce -4.5% 2,724 $329K
Kavar Capital Partners Group, LLC 0.04% No change 2,718 $328K
McAdam, LLC 0.02% Add +10.8% 2,707 $327K
LJI Wealth Management, LLC 0.06% Add +3.9% 2,691 $325K
Davidson Trust Co. 0.13% No change 2,689 $325K
Duncker Streett & Co. Inc. 0.06% Reduce -5.2% 2,688 $324K
Community Financial Services Group, LLC 0.06% No change 2,676 $323K
United Asset Strategies, Inc. 0.03% No change 2,672 $323K
Brady Martz Wealth Solutions, LLC 0.06% Reduce -11.0% 2,669 $322K
Cypress Capital Group 0.04% No change 2,650 $320K
Whalerock Point Partners, LLC 0.06% No change 2,646 $319K
Genesee Capital Advisors, LLC 0.14% No change 2,644 $319K
Shelton Wealth Management, LLC 0.15% Add +0.0% 2,641 $319K
MCF Advisors LLC 0.02% No change 2,638 $318K
Oregon Pacific Wealth Management, LLC 0.27% Reduce -0.5% 2,624 $317K
Octavia Wealth Advisors, LLC 0.03% Reduce -6.8% 2,621 $316K
Barr E S & Co. 0.02% Reduce -19.9% 2,620 $316K
Fermata Advisors, LLC 0.08% Reduce -35.6% 2,620 $316K
Mascoma Wealth Management LLC 0.07% No change 2,619 $316K
Gordian Advisors LLC 0.21% No change 2,616 $316K
Galvin, Gaustad & Stein, LLC 0.03% Add +8.6% 2,612 $315K
Cim, LLC 0.04% Add +1.0% 2,603 $314K
Cambridge Financial Group, LLC 0.10% No change 2,591 $313K
Windsor Advisory Group, LLC 0.28% Add +6.9% 2,586 $312K
Harbor Group, Inc. 0.05% Add +0.1% 2,584 $312K
Investment Partners Asset Management, Inc. 0.20% No change 2,572 $310K
SAM Advisors, LLC 0.10% No change 2,567 $310K
Vantage Financial Partners, LLC 0.07% Add +2.5% 2,556 $309K
WoodTrust Financial Corp 0.04% New 2,550 $308K
Vaughan David Investments LLC 0.01% No change 2,506 $303K
Mairs & Power Inc. 0.00% New 2,509 $303K
Vestia Personal Wealth Advisors 0.16% No change 2,500 $302K
BLB&B Advisors, LLC 0.01% Add +0.1% 2,496 $301K
Wingate Wealth Advisors, Inc. 0.21% Add +3.5% 2,488 $300K
Zuckerman Investment Group, LLC 0.03% No change 2,485 $300K
Quent Capital, LLC 0.03% No change 2,484 $300K
Seeds Investor LLC 0.06% Add +8.0% 2,482 $300K
Palouse Capital Management, Inc. 0.19% No change 2,480 $299K
Cape Ann Savings Bank 0.16% No change 2,476 $299K
Gradient Investments LLC 0.01% Add +27.9% 2,476 $299K
Western Financial Corp 0.13% Reduce -16.2% 2,474 $299K
Gibbs Wealth Management 0.07% New 2,473 $299K
Clientfirst Wealth Management, LLC 0.24% No change 2,472 $298K
Tucker Asset Management LLC 0.09% Add +448.2% 2,467 $298K
Jane Street Group, LLC 0.00% New 2,443 $295K
WealthCare Investment Partners, LLC 0.10% Add +0.1% 2,428 $294K
Motiv8 Investments LLC 0.16% No change 2,436 $294K
Fairview Capital Investment Management, LLC 0.01% No change 2,431 $294K
Capital Advisors Wealth Management, LLC 0.04% Add +0.0% 2,427 $293K
Chemistry Wealth Management LLC 0.06% No change 2,427 $293K
Avaii Wealth Management, LLC 0.11% Add +0.4% 2,423 $293K
Columbus Macro, LLC 0.03% No change 2,412 $291K
Everest Private Wealth 0.19% No change 2,408 $291K
Persium Advisors, LLC 0.22% No change 2,406 $290K
Resources Management Corp. /CT/ 0.04% No change 2,404 $290K
Professional Financial Advisors, LLC 0.06% Add +1.8% 2,402 $290K
Garden State Investment Advisory Services LLC 0.07% No change 2,400 $290K
Parsons Capital Management Inc. 0.02% No change 2,400 $290K
True North Advisors, LLC 0.05% New 2,394 $289K
Clarity Capital Advisors, LLC 0.16% Reduce -28.9% 2,366 $286K
Opinicus Capital, Inc. 0.20% Reduce -5.8% 2,364 $285K
PSI Advisors, LLC 0.07% Reduce -10.1% 2,361 $285K
Crews Bank & Trust 0.04% No change 2,360 $285K
Crew Capital Management, Ltd 0.19% Reduce -1.8% 2,348 $283K
Greykasell Wealth Strategies, Inc. 0.12% No change 2,346 $283K
James J. Burns & Company, LLC 0.04% Reduce -0.4% 2,341 $283K
Michels Family Financial, LLC 0.22% Reduce -2.1% 2,337 $282K
Buttonwood Financial Group, LLC 0.12% New 2,324 $281K
Capital Management Associates, Inc 0.08% Add +0.1% 2,324 $281K
Heritage Family Offices, LLP 0.13% Reduce -0.8% 2,321 $280K
Longview Financial Advisors, Inc. 0.20% Add +0.1% 2,316 $280K
Accredited Investor Services, LLC 0.19% Reduce -17.1% 2,304 $278K
Mathes Company, Inc. 0.10% No change 2,300 $278K
Prudential PLC 0.00% Reduce -73.6% 2,300 $278K
Geneva Partners, LLC 0.10% Reduce -2.0% 2,296 $277K
OneAscent Financial Services LLC 0.02% Reduce -1.3% 2,294 $277K
Voisard Asset Management Group, Inc. 0.06% No change 2,292 $277K
Chicago Capital, LLC 0.01% Reduce -13.8% 2,288 $276K
Ellenbecker Investment Group 0.04% Reduce -2.6% 2,285 $276K
Fragasso Financial Advisors Inc 0.02% Add +0.0% 2,276 $276K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 2,276 $275K
Resonant Capital Advisors, LLC 0.02% No change 2,274 $275K
Plan Group Financial, LLC 0.07% Add +12.8% 2,264 $273K
Etesian Wealth Advisors, Inc. 0.09% New 2,242 $271K
Presilium Private Wealth, LLC 0.05% No change 2,224 $268K
Summit Wealth Group, LLC 0.06% No change 2,223 $268K
Allred Capital Management, LLC 0.09% Reduce -7.5% 2,218 $268K
Argentarii, LLC 0.11% No change 2,209 $267K
Cordatus Wealth Management LLC 0.06% No change 2,200 $266K
JSF Financial, LLC 0.06% Add +0.1% 2,191 $264K
Advisor OS, LLC 0.02% Add +2.0% 2,190 $264K
Legacy Financial Strategies, LLC 0.05% Add +1.4% 2,188 $264K
Anb Bank 0.11% No change 2,185 $264K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -4.5% 2,185 $264K
Sachem Hill LLC 0.05% No change 2,185 $264K
First Bank & Trust 0.04% No change 2,184 $264K
SevenBridge Financial Group, LLC 0.04% No change 2,128 $263K
Axim Planning & Wealth 0.21% Reduce -62.4% 2,178 $263K
Allegiance Financial Group Advisory Services LLC 0.06% Reduce -50.4% 2,172 $262K
Bangor Savings Bank 0.02% Add +49.8% 2,169 $262K
1900 Wealth Management LLC 0.02% Reduce -13.3% 2,168 $262K
Greenwood Capital Associates LLC 0.03% No change 2,160 $261K
Edgemoor Investment Advisors, Inc. 0.02% No change 2,153 $260K
Steigerwald, Gordon & Koch Inc. 0.03% Reduce -42.7% 2,151 $260K
Fortis Advisors, LLC 0.15% Reduce -17.7% 2,148 $259K
A&I Financial Services, LLC 0.13% No change 2,137 $259K
Goodman Advisory Group, LLC 0.06% No change 2,143 $259K
Custos Family Office, LLC 0.15% Reduce -89.0% 2,140 $258K
Colonial Trust Co / SC 0.03% Reduce -1.6% 2,139 $258K
Ledyard National Bank 0.02% Reduce -9.8% 2,139 $258K
Nilsine Partners, LLC 0.02% New 2,131 $257K
Menard Financial Group LLC 0.17% No change 2,129 $257K
Impact Capital Partners LLC 0.08% Add +1.7% 2,127 $257K
Performance Wealth Partners, LLC 0.01% No change 2,124 $256K
Grey Fox Wealth Advisors, LLC 0.05% Reduce -9.9% 2,121 $256K
XTX Topco Ltd 0.01% New 2,119 $256K
Quest 10 Wealth Builders, Inc. 0.24% Add +2.4% 2,118 $256K
Guidance Capital, Inc. 0.07% Reduce -0.4% 2,076 $255K
D'Orazio & Associates, Inc. 0.03% No change 2,103 $254K
Foster Victor Wealth Advisors, LLC 0.02% Add +14.2% 2,087 $253K
Coppell Advisory Solutions LLC 0.03% Add +8.5% 2,100 $252K
David J Yvars Group 0.14% Reduce -4.9% 2,089 $252K
Legacy Private Trust Co. 0.02% No change 2,088 $252K
Beaton Management Co. Inc. 0.11% New 2,080 $251K
Orange Investment Advisors, Inc. 0.03% Reduce -29.7% 2,075 $250K
DB Fitzpatrick & Co, Inc 0.23% Reduce -9.9% 2,067 $250K
Fsa Wealth Partners, Inc. 0.10% New 2,066 $249K
Planning Alternatives Ltd. 0.03% No change 2,063 $249K
CarsonAllaria Wealth Management, Ltd. 0.13% Add +1.3% 2,058 $248K
Aspen Wealth Management LLC 0.05% Add +0.1% 2,048 $247K
Stage Harbor Financial, LLC 0.18% No change 2,040 $246K
Platform Technology Partners 0.06% No change 2,040 $246K
Debussy Capital Management LP 0.03% No change 2,040 $246K
WESPAC Advisors, LLC 0.14% No change 2,039 $246K
Human Investing LLC 0.04% Add +0.1% 2,034 $246K
Silverlake Wealth Management LLC 0.06% Reduce -80.5% 2,034 $246K
Proathlete Wealth Management LLC 0.07% Reduce -21.2% 2,030 $245K
REAP Financial Group, LLC 0.05% Add +0.9% 2,021 $244K
Leigh Baldwin & Co., LLC 0.14% Reduce -0.1% 2,020 $244K
Palisades Hudson Asset Management, L.P. 0.09% No change 2,010 $243K
Florida Financial Advisors, LLC 0.07% Reduce -92.8% 2,006 $242K
Northeast Investment Management 0.01% No change 2,004 $242K
NorthStar Asset Management LLC 0.12% Add +0.1% 1,997 $241K
Centric Wealth Management 0.05% Add +0.1% 1,928 $241K
Riverbend Wealth Management, LLC 0.17% Add +7.2% 1,993 $241K
Delos Wealth Advisors, LLC 0.16% No change 1,992 $240K
Integris Wealth Management, LLC 0.06% No change 1,991 $240K
Arkos Global Advisors 0.03% No change 1,984 $240K
Jaffetilchin Investment Partners, LLC 0.01% Reduce -4.9% 1,973 $238K
North Forty Two & Co. 0.23% No change 1,972 $238K
Victory Capital Management Inc. 0.00% Reduce -10.1% 1,971 $238K
Beacon Investment Advisory Services, Inc. 0.01% Add +3.4% 1,971 $238K
Twelve Points Wealth Management LLC 0.06% Reduce -15.1% 1,969 $238K
Waldron Private Wealth LLC 0.01% New 1,964 $237K
Aire Advisors, LLC 0.04% No change 1,952 $236K
First National Bank of Mount Dora, Trust Investment Services 0.05% No change 1,948 $235K
Tidal Investments LLC 0.00% Reduce -6.1% 1,946 $235K
VSM Wealth Advisory, LLC 0.07% Reduce -11.2% 1,946 $235K
Tranquility Partners, LLC 0.08% Reduce -4.7% 1,939 $234K
First Business Financial Services, Inc. 0.02% No change 1,933 $233K
Builder Investment Group Inc. 0.05% No change 1,931 $233K
Willis Investment Counsel 0.01% New 1,929 $233K
Bluesphere Advisors LLC 0.11% No change 1,928 $233K
Wealthfront Advisers LLC 0.00% New 1,924 $232K
Plan A Wealth LLC 0.12% No change 1,921 $232K
Pension & Wealth Management Advisors, Inc. 0.07% Add +23.1% 1,908 $230K
Impact Partnership Wealth, LLC 0.03% New 1,907 $230K
Interactive Financial Advisors, Inc. 0.12% Reduce -0.6% 1,906 $230K
Fortitude Advisory Group L.L.C. 0.12% No change 1,898 $229K
Zions Bancorporation, National Association 0.01% No change 1,894 $229K
Trexquant Investment LP 0.00% Reduce -40.9% 1,894 $229K
BancFirst Trust & Investment Management 0.09% No change 1,896 $228K
Strategy Asset Managers LLC 0.04% New 1,883 $227K
Covenant Asset Management, LLC 0.04% Reduce -1.7% 1,882 $227K
Premier Path Wealth Partners, LLC 0.03% Reduce -3.6% 1,879 $227K
Mattern Capital Management, LLC 0.03% Reduce -4.0% 1,875 $226K
Moors & Cabot, Inc. 0.01% New 1,868 $226K
Washington Trust Advisors, Inc. 0.02% Reduce -7.0% 1,867 $225K
Post Resch Tallon Group Inc. 0.20% No change 1,861 $225K
Ignite Planners, LLC 0.04% Reduce -3.1% 1,860 $225K
Norris Perne & French LLP 0.02% No change 1,860 $225K
GW Henssler & Associates Ltd. 0.01% New 1,857 $224K
Tandem Capital Management Corp. 0.10% No change 1,853 $224K
DiNuzzo Private Wealth, Inc. 0.03% No change 1,940 $223K
Rockline Wealth Management, LLC 0.05% No change 1,841 $222K
E&G Advisors, LLC 0.05% No change 1,840 $222K
Stonegate Investment Group, LLC 0.01% No change 1,838 $222K
Inscription Capital, LLC 0.02% New 1,836 $222K
TCTC Holdings, LLC 0.01% No change 1,832 $221K
Solidarity Wealth, LLC 0.05% Reduce -1.1% 1,830 $221K
Ridgeline Wealth, LLC 0.16% Reduce -2.2% 1,816 $219K
Maple Capital Management, Inc. 0.01% New 1,816 $219K
Bfsg, LLC 0.02% No change 1,814 $219K
Berkeley, Inc 0.07% New 1,810 $219K
Kagan Cocozza Asset Management 0.17% New 1,808 $218K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -9.4% 1,806 $218K
Bill Few Associates, Inc. 0.06% New 1,798 $217K
Cardiff Park Advisors, LLC 0.02% No change 1,795 $217K
Nordwand Advisors, LLC 0.03% Reduce -23.5% 1,790 $216K
Apexium Financial, LP 0.01% New 1,789 $216K
Global Strategic Investment Solutions, LLC 0.02% New 1,768 $213K
Klingenstein Fields & Co. LP 0.01% Reduce -43.4% 1,765 $213K
Pacific Asset Management, LLC 0.14% New 1,760 $212K
Capstone Financial Advisors, Inc. 0.01% Reduce -10.3% 1,756 $212K
Sand Hill Global Advisors, LLC 0.01% New 1,755 $212K
Stewardship Advisors, LLC 0.05% Reduce -18.2% 1,748 $211K
Inlight Wealth Management, LLC 0.10% No change 210,897 $211K
LifeWealth Investments, LLC 0.07% New 1,743 $210K
Optima Capital LLC 0.10% New 1,742 $210K
Obsidian Personal Planning Solutions LLC 0.07% New 1,678 $209K
Straight Path Wealth Management 0.06% New 1,734 $209K
Prosperity Wealth Management, Inc. 0.07% New 1,726 $208K
Nova Wealth Management, Inc. 0.15% Reduce -9.7% 1,725 $208K
Wealth Forward, LLC 0.12% New 1,720 $208K
Zacks Investment Management 0.00% New 1,718 $207K
Maxele Advisors, LLC 0.18% New 1,715 $207K
Linscomb Wealth, Inc. 0.01% New 1,715 $207K
HRC Wealth Management, LLC 0.10% New 1,714 $207K
SMI Advisory Services, LLC 0.04% New 1,708 $207K
Wealthspire Retirement, LLC 0.01% New 1,709 $206K
Strata Wealth Advisors, LLC 0.05% New 1,709 $206K
Wealth Dimensions Group, Ltd. 0.04% New 1,682 $203K
Greenspring Advisors, LLC 0.04% — 1,680 $203K
Cyndeo Wealth Partners, LLC 0.01% Reduce -17.6% 1,675 $202K
Wrenne Financial Planning LLC 0.09% New 1,670 $202K
Matauro, LLC 0.03% New 1,668 $201K
Beaird Harris Wealth Management, LLC 0.01% No change 1,664 $201K
Asset Dedication, LLC 0.01% Reduce -29.8% 1,643 $198K
Evermay Wealth Management LLC 0.02% Reduce -3.5% 1,631 $197K
GPS Wealth Strategies Group, LLC 0.02% Add +17.6% 1,615 $195K
Atlantic Private Wealth, LLC 0.12% Reduce -1.1% 1,586 $192K
Center for Financial Planning, Inc. 0.02% Add +20.2% 1,584 $191K
Strategic Wealth Partners, Ltd. 0.01% Reduce -32.0% 1,548 $187K
Addison Advisors LLC 0.04% No change 1,536 $185K
First PREMIER Bank 0.04% No change 1,530 $185K
Hemington Wealth Management 0.02% No change 1,527 $184K
Indiana Trust & Investment Management Co 0.05% No change 1,453 $175K
Hantz Financial Services, Inc. 0.00% Add +76.3% 1,410 $170K
SouthState Bank Corp 0.01% Reduce -38.8% 1,375 $166K
Lowe Wealth Advisors, LLC 0.06% Reduce -6.8% 1,350 $163K
Abound Wealth Management 0.04% Reduce -8.9% 1,348 $163K
Harbor Asset Planning, Inc. 0.15% Add +0.1% 1,348 $163K
Cardinal Strategic Wealth Guidance 0.04% No change 1,326 $160K
Red Tortoise LLC 0.07% No change 1,316 $159K
Wolff Wiese Magana LLC 0.09% Add +10.5% 1,284 $155K
Root Financial Partners, LLC 0.01% New 1,278 $154K
Team Financial Group, LLC 0.07% Add +11.1% 1,257 $152K
Insight Inv LLC 0.08% Reduce -6.6% 1,195 $144K
FSA Wealth Management LLC 0.05% No change 1,180 $142K
Quantbot Technologies LP 0.00% New 1,174 $142K
Clearstead Trust, LLC 0.02% No change 1,168 $141K
Peck Wealth Management, LLC 0.13% — 1,119 $135K
MPWM Advisory Solutions, LLC 0.08% No change 1,092 $132K
West Branch Capital LLC 0.03% Add +0.1% 1,085 $131K
Milestone Investment Advisors LLC 0.03% No change 1,076 $130K
Perritt Capital Management Inc 0.06% Add +0.2% 1,065 $129K
Aventura Private Wealth, LLC 0.05% No change 1,064 $128K
KERR FINANCIAL PLANNING Corp 0.18% — 1,047 $127K
Bulwark Capital Corp 0.10% No change 1,044 $126K
Hoese & Co LLP 0.10% No change 1,032 $125K
IMA Advisory Services, Inc. 0.01% No change 1,031 $125K
Register Financial Advisors LLC 0.05% No change 1,031 $124K
Black Cypress Capital Management, LLC 0.09% Reduce -2.9% 1,028 $124K
Realta Investment Advisors 0.04% Reduce -8.5% 1,027 $124K
Anchor Investment Management, LLC 0.01% No change 1,008 $122K
JDM Financial Group LLC 0.05% No change 996 $120K
Pittenger & Anderson Inc. 0.00% No change 965 $116K
CoreFirst Bank & Trust 0.06% Reduce -26.0% 956 $115K
Heartwood Wealth Advisors LLC 0.01% New 952 $115K
Townsend Asset Management Corp. /NC/ 0.04% No change 950 $115K
Motco 0.01% No change 920 $111K
MGB Wealth Management, LLC 0.03% Add +696.4% 892 $108K
Ameriflex Group, Inc. 0.04% Reduce -48.3% 890 $107K
Murphy & Mullick Capital Management Corp 0.08% No change 884 $107K
Signature Resources Capital Management, LLC 0.06% Reduce -56.0% 879 $106K
Balentine LLC 0.00% No change 874 $106K
Collier Financial 0.08% — 866 $105K
Hoey Investments, Inc. 0.01% No change 865 $104K
JPL Wealth Management, LLC 0.02% New 864 $104K
American National Bank & Trust 0.01% No change 854 $103K
Frazier Financial Advisors, LLC 0.06% Add +11.4% 843 $102K
Rice Partnership, LLC 0.01% Add +25.6% 839 $101K
Armor Investment Advisors, LLC 0.03% No change 838 $101K
Ballast Advisors LLC 0.03% No change 838 $101K
Rise Advisors, LLC 0.04% Add +0.1% 821 $99K
Graney & King, LLC 0.07% No change 817 $99K
TruNorth Capital Management, LLC 0.02% No change 802 $97K
Corundum Trust Company, INC 0.21% New 800 $97K
Family Legacy Financial Solutions, LLC 0.07% Add +940.5% 770 $93K
Chilton Capital Management LLC 0.00% Add +30.4% 751 $91K
Noble Wealth Management PBC 0.05% — 750 $91K
Corsicana & Co. 0.05% — 736 $89K
Aspect Partners, LLC 0.04% No change 720 $87K
Tradewinds Capital Management, LLC 0.02% Reduce -12.3% 708 $85K
Pin Oak Investment Advisors Inc. 0.06% Reduce -7.8% 704 $85K
Archer Investment Corp 0.02% Add +0.1% 682 $82K
Kiker Wealth Management, LLC 0.04% New 668 $81K
Financial Life Planners 0.05% New 664 $80K
Vermillion & White Wealth Management Group, LLC 0.04% No change 642 $78K
Lazard Asset Management LLC 0.00% No change 640 $77K
HHM Wealth Advisors, LLC 0.01% Add +31.0% 630 $76K
IAG Wealth Partners, LLC 0.01% Reduce -17.1% 625 $75K
Nemes Rush Group LLC 0.01% Add +10.4% 613 $74K
United Financial Planning Group LLC 0.05% — 574 $74K
Roxbury Financial LLC 0.06% Add +0.2% 580 $70K
Westside Investment Management, Inc. 0.01% No change 555 $67K
Concord Wealth Partners 0.01% Add +0.2% 552 $67K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -42.8% 550 $66K
Sawyer & Company, Inc 0.02% New 600 $66K
Valued Wealth Advisors LLC 0.03% No change 539 $65K
Cloud Capital Management, LLC 0.03% New 540 $65K
Adirondack Trust Co. 0.02% No change 537 $65K
Covenant Partners, LLC 0.02% Reduce -69.2% 534 $64K
Independence Bank of Kentucky 0.01% Reduce -16.0% 525 $63K
Curio Wealth, LLC 0.03% No change 519 $63K
Kozak & Associates, Inc. 0.01% Add +7.4% 506 $61K
True Wealth Design, LLC 0.02% No change 501 $60K
Cordgrass Capital Advisors, LLC 0.01% No change 497 $60K
Compass Financial Services Inc 0.03% Add +20.7% 472 $57K
Brown, Lisle/Cummings, Inc. 0.01% No change 460 $56K
C M Bidwell & Associates Ltd. 0.03% No change 452 $55K
HighMark Wealth Management LLC 0.02% Add +6.3% 423 $51K
Holos Integrated Wealth LLC 0.03% No change 425 $50K
Morgan Dempsey Capital Management LLC 0.02% No change 400 $48K
Optiver Holding B.V. 0.00% New 378 $46K
Financial Connections Group, Inc. 0.02% No change 380 $45K
Bellevue Asset Management, LLC 0.02% Add +0.3% 356 $43K
BankPlus Trust Department 0.01% No change 355 $43K
Ogorek Anthony Joseph /NY/ 0.01% No change 356 $42K
PFS Partners, LLC 0.02% No change 337 $41K
Financial Consulate, Inc. 0.01% New 336 $41K
Providence Capital Advisors, LLC 0.01% Reduce -29.1% 324 $39K
Copia Wealth Management 0.03% No change 300 $36K
Gleason Group, Inc. 0.00% No change 297 $36K
GoalVest Advisory LLC 0.01% No change 292 $35K
Mechanics Financial Corp 0.01% No change 290 $35K
Evelyn Partners Investment Management (Europe) Ltd 0.01% No change 285 $34K
Ascentis Wealth Management, LLC 0.01% No change 278 $34K
Chesapeake Asset Management LLC 0.03% No change 276 $33K
Boreal Capital Management LLC 0.03% No change 270 $33K
DecisionPoint Financial, LLC 0.01% No change 265 $32K
Howe & Rusling Inc. 0.00% Add +484.1% 257 $31K
Darwin Wealth Management, LLC 0.01% Reduce -6.9% 257 $31K
Founders Capital Management 0.02% No change 250 $30K
Centennial Bank 0.01% No change 234 $28K
Morling Financial Advisors, LLC 0.01% No change 234 $28K
Davis Capital Management 0.02% — 231 $28K
Turning Point Benefit Group, Inc. 0.02% New 229 $28K
McIlrath & Eck, LLC 0.00% No change 227 $27K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 220 $27K
Trifecta Capital Advisors, LLC 0.00% No change 220 $27K
Basso Capital Management, L.P. 0.02% No change 201 $24K
Creative Capital Management Investments LLC 0.01% No change 200 $24K
Princeton Global Asset Management LLC 0.00% New 200 $24K
Quintet Private Bank (Europe) S.A. 0.00% No change 175 $21K
Guerra Advisors Inc 0.01% New 161 $19K
Creekmur Asset Management LLC 0.00% No change 155 $19K
Pacifica Partners Inc. 0.01% No change 150 $18K
Horizons Wealth Management 0.01% No change 148 $18K
Cheviot Value Management, LLC 0.00% No change 141 $18K
Dogwood Wealth Management LLC 0.01% No change 137 $17K
Allspring Global Investments Holdings, LLC 0.00% Reduce -31.6% 130 $16K
Field & Main Bank 0.00% No change 128 $15K
Pflug Koory, LLC 0.01% New 122 $15K
Reyes Financial Architecture, Inc. 0.01% No change 121 $15K
Cherry Tree Wealth Management, LLC 0.00% No change 105 $13K
Toth Financial Advisory Corp. 0.00% No change 104 $13K
Fourth Dimension Wealth, LLC 0.00% No change 100 $12K
GGM Financial LLC 0.01% New 95 $11K
Rosenberg Matthew Hamilton 0.00% No change 88 $11K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 87 $10K
Financial Network Wealth Advisors LLC 0.01% New 82 $10K
Morton Brown Family Wealth, LLC 0.00% No change 82 $10K
Financial Gravity Asset Management, Inc. 0.00% — 81 $10K
Abich Financial Wealth Management LLC 0.00% — 80 $10K
Caitlin John, LLC 0.01% New 77 $9K
Grand Wealth Management, LLC 0.00% No change 76 $9K
Viewpoint Capital Management LLC 0.00% New 73 $9K
Halbert Hargrove Global Advisors, LLC 0.00% No change 71 $9K
Medallion Wealth Advisors, LLC 0.00% No change 70 $8K
Minot DeBlois Advisors LLC 0.01% No change 65 $8K
Paladin Advisory Group, LLC 0.01% No change 65 $8K
Richardson Capital Management LLC 0.00% New 63 $8K
Exchange Traded Concepts, LLC 0.00% Reduce -99.4% 63 $8K
Chapman Financial Group, LLC 0.00% New 59 $7K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -99.1% 53 $6K
Webster Bank, N. A. 0.00% No change 49 $6K
Tripletail Wealth Management, LLC 0.01% Reduce -99.9% 12 $6K
Chelsea Counsel Co. 0.00% New 46 $6K
NFSG Corp 0.00% No change 40 $5K
Financially Speaking Inc 0.00% No change 34 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 28 $3K
North Capital, Inc. 0.00% Add +4.0% 26 $3K
Valley National Advisers Inc. 0.00% No change 18 $2K
Robinswood Financial LLC 0.00% No change 16 $2K
Arcadia Investment Management Corp. 0.00% Add +30.0% 13 $2K
Smallwood Wealth Investment Management, LLC 0.00% No change 8 $965
Avion Wealth 0.00% New 3 $0
Transce3nd, LLC 0.00% Reduce -99.1% 96 $0

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