iShares S&P 500 Growth ETFIVWETF

13F holders, Q1 2026 (March 31)
2,053holders −23
82new positions
101sold out
5famous investors
$112.71avg. 13F price*

At the end of Q1 2026, 2,053 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, down 23 from Q4 2025. 82 opened new positions and 101 sold out. The largest holders were Envestnet Asset Management Inc. ($5.6B), JPMorgan Chase & Co. ($4.4B) and Morgan Stanley ($3.9B). 5 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions82$87.1M
Exits101$566.9M

All 13F filers, Q4 2025 → Q1 2026: 21,969,045 shares bought and 13,707,623 shares sold, net +8,261,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,053 holders

Envestnet Asset Management Inc. 1.49% Add +13.0% 49,323,629 $5.6B
JPMorgan Chase & Co. 0.30% Reduce -0.6% 40,454,780 $4.4B
Morgan Stanley 0.23% Add +2.0% 34,306,897 $3.9B
LPL Financial LLC 0.63% Add +5.4% 20,889,253 $2.4B
Bank of America Corp. 0.16% Add +6.6% 19,779,268 $2.2B
Wells Fargo & Company 0.35% Add +2.2% 15,355,004 $1.7B
UBS Group AG 0.17% Reduce -1.3% 8,578,646 $970.3M
Ameriprise Financial Inc. 0.21% Reduce -5.8% 8,010,148 $906.0M
Stifel Financial Corp. 0.76% Add +5.3% 7,291,428 $824.7M
PNC Financial Services Group, Inc. 0.35% Reduce -0.7% 5,390,020 $609.7M
Cwm, LLC 1.42% Add +0.1% 4,777,915 $540.4M
Cetera Investment Advisers 0.57% Add +5.4% 4,754,617 $537.8M
BlackRock, Inc. 0.01% Add +2.5% 4,531,673 $512.6M
Goldman Sachs Group Inc. 0.06% Add +0.3% 4,286,127 $484.8M
M&T Bank Corp 1.46% Reduce -2.4% 3,952,813 $447.1M
Raymond James Financial Inc. 0.14% Reduce -10.7% 3,890,879 $440.1M
Lido Advisors, LLC 1.73% Add +2.3% 3,873,907 $438.2M
Park Avenue Securities LLC 3.41% Add +6.2% 3,856,562 $436.2M
Envestnet Portfolio Solutions, Inc. 2.29% Reduce -1.2% 3,653,783 $413.3M
Mariner, LLC 0.47% Reduce -2.7% 3,565,694 $403.3M
Royal Bank of Canada 0.08% Add +5.8% 3,539,621 $400.6M
MML Investors Services, LLC 1.05% Reduce -8.5% 3,335,976 $377.3M
Commonwealth Equity Services, LLC 0.48% Add +1.4% 3,037,160 $343.5M
Jones Financial Companies LLLP 0.16% Add +4.9% 2,990,288 $327.9M
Regions Financial Corp. 1.98% Reduce -0.4% 2,694,953 $304.8M
Janney Montgomery Scott LLC 0.68% Add +9.6% 2,416,574 $273.3M
Foundations Investment Advisors, LLC 3.20% Add +12.0% 2,276,795 $257.5M
Sofi Wealth, LLC 12.26% Add +6.9% 2,249,169 $254.4M
HB Wealth Management, LLC 1.64% Reduce -5.7% 2,236,643 $253.0M
HighTower Advisors, LLC 0.25% Add +0.7% 2,050,705 $232.0M
FMR LLC 0.01% Add +0.8% 2,047,016 $231.5M
Bank of New York Mellon Corp 0.04% Add +10.7% 1,977,675 $223.7M
Two Sigma Investments, LP 0.19% Add +573.0% 1,970,631 $222.9M
Osaic Holdings, Inc. 0.33% Reduce -3.6% 1,965,703 $222.4M
Focus Partners Wealth 0.24% Reduce -0.9% 1,904,019 $215.4M
NewEdge Advisors, LLC 0.74% Add +4.1% 1,821,181 $206.0M
Northwestern Mutual Wealth Management Co. 0.12% Reduce -2.6% 1,653,492 $187.0M
Fifth Third Bancorp 0.31% Add +131.3% 1,497,810 $169.4M
Thrivent Financial for Lutherans 0.32% Add +6.0% 1,468,118 $164.6M
Sanctuary Advisors, LLC 0.86% Add +4.1% 1,406,864 $159.1M
Steward Partners Investment Advisory, LLC 0.79% Add +1.6% 1,362,101 $154.1M
JB Capital LLC 6.11% Add +6.6% 1,338,195 $151.4M
Moneta Group Investment Advisors LLC 1.09% Add +1.3% 1,285,735 $145.4M
Truist Financial Corp. 0.19% Add +4.7% 1,223,953 $138.4M
Calamos Advisors LLC 0.69% Add +2637.2% 1,168,503 $132.2M
Rehmann Capital Advisory Group 6.86% Add +4.5% 1,164,899 $131.7M
Cambridge Investment Research Advisors, Inc. 0.33% Add +1.6% 1,139,627 $128.9M
Calamos Wealth Management LLC 4.44% Add +1.2% 1,126,579 $127.4M
MAI Capital Management 0.71% Reduce -0.6% 1,107,688 $125.3M
United Capital Financial Advisors, LLC 0.77% Add +2.0% 1,105,695 $125.1M
LVZ, Inc. 13.53% Add +2.8% 1,047,836 $118.5M
Cerity Partners LLC 0.17% Add +99.0% 1,030,500 $116.6M
Courier Capital LLC 6.09% Reduce -0.6% 963,042 $108.9M
Rockefeller Capital Management L.P. 0.18% Add +5.8% 885,451 $100.2M
Baird Financial Group, Inc. 0.16% Add +0.2% 883,779 $100.0M
Kestra Advisory Services, LLC 0.37% Add +10.8% 859,413 $97.2M
Cliftonlarsonallen Wealth Advisors, LLC 1.40% Reduce -6.1% 845,298 $95.6M
Advocacy Wealth Management, LLC 4.15% Add +5.6% 828,745 $93.7M
Northern Trust Corp. 0.01% Add +0.7% 733,815 $83.0M
Ascent Group, LLC 2.87% Add +4.3% 732,503 $82.9M
AE Wealth Management LLC 0.44% Add +0.6% 714,893 $80.9M
Keybank National Association 0.29% Reduce -3.9% 707,760 $80.1M
Private Advisor Group, LLC 0.37% Add +0.2% 688,281 $77.9M
Creative Planning 0.05% Add +3.1% 673,356 $76.2M
Modera Wealth Management, LLC 0.86% Reduce -3.1% 636,384 $72.0M
Stegner Investment Associates Inc. 38.06% Reduce -0.8% 614,290 $69.5M
Wealth Enhancement Advisory Services, LLC 0.15% Add +0.8% 603,344 $69.2M
Salomon & Ludwin, LLC 6.13% Reduce -2.3% 598,490 $68.6M
Modern Wealth Management, LLC 1.17% Reduce -27.4% 592,856 $67.9M
Bank of Montreal 0.03% Reduce -3.1% 595,640 $67.4M
Valmark Advisers, Inc. 0.80% Reduce -0.8% 593,468 $67.1M
Atria Investments, Inc 0.74% Add +13.6% 584,236 $66.1M
US Bancorp \de 0.08% Reduce -38.6% 576,341 $65.2M
SilverOak Wealth Management LLC 10.14% Reduce -0.6% 566,951 $64.1M
Icon Wealth Advisors, LLC 4.12% Add +14.0% 492,926 $63.5M
Harbour Investments, Inc. 0.93% Add +469.4% 532,813 $60.3M
Allworth Financial LP 0.24% Reduce -1.3% 516,567 $58.4M
CreativeOne Wealth, LLC 1.34% Add +8.2% 508,502 $57.5M
Midland Wealth Advisors, LLC 2.93% Reduce -20.2% 502,832 $56.9M
North Star Investment Management Corp. 3.44% Reduce -3.3% 501,583 $56.7M
Probity Advisors, Inc. 8.98% Add +3.0% 501,149 $56.7M
Arkadios Wealth Advisors 0.93% Add +32.9% 496,194 $56.1M
Captrust Financial Advisors 0.10% Add +2.1% 489,338 $55.3M
SCS Capital Management LLC 0.57% Reduce -0.1% 471,760 $53.4M
Triad Wealth Partners, LLC 4.22% Add +74.1% 470,220 $53.2M
West Wealth Group, LLC 10.49% Add +6.7% 469,119 $53.1M
&partners 0.24% Add +1.1% 436,542 $49.3M
Mgo One Seven LLC 0.99% Add +15.0% 434,249 $49.1M
Sigma Planning Corp 1.36% Reduce -0.4% 432,346 $48.9M
Principal Securities, Inc. 0.70% Reduce -2.9% 422,113 $47.7M
Choreo, LLC 0.57% Reduce -2.3% 410,209 $46.4M
OneDigital Investment Advisors LLC 0.43% Add +2.6% 391,098 $44.2M
MA Private Wealth 7.47% Add +4.5% 390,339 $44.2M
Stratos Wealth Partners, LTD. 0.50% Reduce -5.9% 388,544 $43.9M
Encompass Wealth Advisors, LLC 14.65% Reduce -0.5% 372,247 $42.1M
Sharkey, Howes & Javer 5.65% Add +5.2% 370,845 $41.9M
Clearstead Advisors, LLC 0.38% Add +0.1% 369,582 $41.8M
Dynasty Wealth Management, LLC 0.36% Add +7.9% 361,235 $40.9M
Financial Life Advisors 12.72% Add +1.5% 361,009 $40.8M
Lee Financial Co 5.66% Reduce -1.9% 354,513 $40.1M
Connecticut Wealth Management, LLC 1.68% Reduce -8.1% 353,931 $40.0M
Pathstone Holdings, LLC 0.16% Add +11.1% 353,003 $39.9M
Calydon Capital 6.51% Add +0.1% 352,547 $39.9M
Mercer Global Advisors Inc. 0.06% Reduce -16.0% 350,382 $39.6M
Beacon Pointe Advisors, LLC 0.21% Add +15.1% 348,309 $39.4M
CGC Financial Services, LLC 11.35% Add +2.6% 347,289 $39.3M
IFP Advisors, Inc 0.80% Reduce -26.7% 343,155 $38.8M
Citigroup Inc. 0.02% Add +4.6% 341,831 $38.7M
Foundation Wealth Management, LLC 25.84% Add +0.5% 338,159 $38.2M
Farther Finance Advisors, LLC 0.36% Reduce -14.0% 332,587 $38.1M
LMG Wealth Partners, LLC 6.84% Reduce -0.9% 331,826 $37.5M
Praetorian Wealth Management, Inc. 7.12% Reduce -1.0% 314,676 $37.5M
Corient Private Wealth LP 0.05% Add +0.6% 346,339 $37.4M
Busey Bank 1.01% Reduce -1.6% 329,626 $37.3M
1834 Investment Advisors Co. 4.60% Reduce -6.9% 325,789 $36.9M
Gladstone Institutional Advisory LLC 1.35% Add +19.8% 322,991 $36.5M
AQR Capital Management 0.02% Add +21.5% 334,987 $36.4M
Brookstone Capital Management 0.40% Add +31.7% 312,365 $35.3M
Greenleaf Trust 0.34% Reduce -2.7% 308,124 $34.9M
ShoreHaven Wealth Partners, LLC 12.40% Add +16.1% 305,347 $34.5M
Bokf, NA 0.53% Reduce -21.6% 303,712 $34.4M
Horst & Graben Wealth Management LLC 4.70% Add +4.1% 262,431 $34.2M
Equitable Holdings, Inc. 0.22% Add +0.1% 275,772 $33.9M
Stone House Investment Management, LLC 6.02% Add +5.4% 296,836 $33.6M
Blue Edge Capital, LLC 4.43% Add +3.4% 295,201 $33.4M
Capital Analysts, LLC 0.88% Add +5.2% 294,526 $33.4M
Amarillo National Bank 5.87% Reduce -3.7% 294,047 $33.3M
Powell Investment Advisors, LLC 11.32% Add +0.1% 290,090 $32.8M
Sagespring Wealth Partners, LLC 0.59% Reduce -6.9% 288,548 $32.6M
Integrity Alliance, Llc. 1.24% Add +8.0% 288,430 $32.6M
Orion Porfolio Solutions, LLC 0.27% Reduce -10.6% 283,277 $32.0M
Sterling Investment Counsel, LLC 8.98% Reduce -2.3% 283,172 $32.0M
Ewa, LLC 7.23% Add +7.0% 281,214 $31.8M
Concurrent Investment Advisors, LLC 0.35% Reduce -38.1% 279,982 $31.7M
AlphaCore Capital LLC 0.75% Reduce -6.6% 279,672 $31.6M
Laird Norton Wetherby Trust Company, LLC 0.68% Reduce -0.0% 275,902 $31.2M
Meridian Wealth Partners, LLC 4.23% Add +5.0% 272,542 $30.8M
Silicon Valley Capital Partners 3.01% Reduce -0.7% 271,722 $30.7M
Kestra Private Wealth Services, LLC 0.38% Add +8.1% 270,711 $30.6M
MV Capital Management, Inc. 2.95% Reduce -8.6% 266,271 $30.1M
Liberty Wealth Management LLC 3.76% Add +2.5% 266,207 $30.1M
BOK Financial Private Wealth, Inc. 1.82% Reduce -2.7% 265,827 $30.1M
SteelPeak Wealth, LLC 0.94% Reduce -5.3% 265,668 $30.0M
Eq LLC 8.45% Add +10.1% 265,307 $30.0M
Ieq Capital, LLC 0.14% Add +1.2% 264,362 $29.9M
Wilmington Savings Fund Society, FSB 0.71% Add +0.1% 263,812 $29.8M
Pettinga Financial Advisors LLC 5.58% Add +2.5% 262,208 $29.7M
Forvis Mazars Wealth Advisors, LLC 0.56% Reduce -1.5% 261,997 $29.6M
Natixis Advisors, LLC 0.04% Add +3.7% 258,681 $29.3M
World Investment Advisors 0.47% Reduce -51.5% 257,450 $29.1M
First Merchants Corp. 1.10% Reduce -2.2% 255,627 $28.9M
Pinkerton Wealth, LLC 2.63% Add +8.9% 234,286 $28.9M
Quantinno Capital Management LP 0.05% Add +9.4% 251,360 $28.4M
Kwmg, LLC 2.37% Add +2.8% 250,792 $28.4M
Integrated Wealth Concepts LLC 0.23% Add +31.0% 249,970 $28.3M
Detalus Advisors, LLC 6.43% Add +5.3% 248,875 $28.2M
Security Financial Services, INC. 4.45% Add +4.2% 248,772 $28.1M
Vise Technologies, Inc. 0.55% No change 226,958 $28.0M
Alvarez & Marsal Private Wealth Partners, LLC 3.93% No change 247,312 $28.0M
ADG Wealth Management Group, LLC 19.19% Add +2.1% 245,561 $27.8M
Merit Financial Group, LLC 0.20% Add +1.6% 240,383 $27.2M
Cahill Financial Advisors Inc. 2.93% Reduce -1.4% 239,108 $27.0M
Western Wealth Management, LLC 1.01% Add +8.5% 235,361 $26.6M
Stokes Family Office, LLC 2.72% Reduce -9.3% 233,437 $26.4M
Avior Wealth Management, LLC 0.74% Add +4.2% 230,828 $26.1M
Csenge Advisory Group 1.19% Reduce -1.9% 230,137 $26.0M
Droms Strauss Advisors Inc. /Mo/ 6.73% Reduce -1.2% 227,585 $25.7M
Hemming& Wealth Management, Inc. 17.89% Add +23.4% 226,585 $25.6M
One Wealth Advisors, LLC 3.19% Add +4.5% 226,392 $25.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -4.8% 226,391 $25.6M
Diversify Wealth Management, LLC 0.46% Add +58.8% 198,711 $25.6M
Apollon Wealth Management, LLC 0.41% Reduce -18.2% 225,632 $25.5M
TD Private Client Wealth LLC 0.53% Reduce -1.8% 225,227 $25.5M
PAX Financial Group, LLC 4.33% Add +8.6% 224,526 $25.4M
Saiph Capital, LLC 9.54% Add +1.4% 222,836 $25.2M
First Hawaiian Bank 3.51% Reduce -11.7% 221,923 $25.1M
Financial Engines Advisors L.L.C. 0.05% Reduce -0.4% 220,703 $25.0M
Wealth Alliance, LLC 2.43% Reduce -6.0% 217,868 $24.6M
Swmg, LLC 6.97% Add +8.5% 215,931 $24.4M
Per Stirling Capital Management, LLC. 2.65% Reduce -0.2% 212,300 $24.0M
Physician Wealth Advisors, Inc. 3.33% Add +6.9% 211,406 $23.9M
Spire Wealth Management 0.81% Add +2.1% 209,739 $23.7M
Ameritas Investment Partners, Inc. 0.73% Add +2.7% 208,732 $23.6M
Citizens Financial Group Inc. 0.33% Reduce -4.1% 207,466 $23.5M
Trek Financial, LLC 1.24% Add +11.9% 206,609 $23.4M
MLG Wealth Management DBA Pine Grove Financial Group 2.69% Add +7.0% 204,257 $23.1M
Waverly Advisors, LLC 0.17% Reduce -58.4% 203,024 $23.0M
Keystone Financial Services 6.69% Add +8.9% 201,678 $22.8M
Ashton Thomas Private Wealth, LLC 0.53% Add +1.3% 198,523 $22.5M
Johnson Investment Counsel Inc. 0.18% Add +5.6% 198,289 $22.4M
McMorgan & Co. LLC 3.59% Add +1.0% 196,314 $22.2M
GHP Investment Advisors, Inc. 0.91% Reduce -1.8% 196,133 $22.2M
Callan Family Office, LLC 0.50% Reduce -2.0% 194,676 $22.0M
MJT & Associates Financial Advisory Group, Inc. 15.80% Add +0.7% 190,231 $21.5M
CFS Investment Advisory Services, LLC 1.48% Reduce -2.8% 167,625 $21.5M
Kelly Financial Services LLC 5.19% Add +4.2% 190,570 $21.5M
Cullen/Frost Bankers, Inc. 0.24% Add +0.5% 189,884 $21.5M
Instrumental Wealth, LLC 13.08% Add +1.9% 188,161 $21.3M
Guidance Point Advisors, LLC 5.14% Reduce -0.4% 187,266 $21.2M
Avantax Planning Partners, Inc. 0.58% Add +0.6% 187,275 $21.2M
Frontier Asset Management, LLC 4.36% Add +193.3% 183,804 $20.8M
Prime Capital Investment Advisors, LLC 0.24% Add +104.7% 183,538 $20.8M
Sunbelt Securities, Inc. 1.31% Add +0.8% 183,413 $20.7M
Sei Investments Co. 0.02% Reduce -1.3% 182,278 $20.6M
Sequoia Financial Advisors, LLC 0.12% Reduce -4.2% 181,999 $20.6M
Adaptive Financial Consulting, LLC 7.83% Add +2.9% 180,794 $20.4M
First Heartland Consultants, Inc. 1.56% Reduce -13.3% 179,696 $20.3M
BNP Paribas Financial Markets 0.01% Add +47.9% 178,572 $20.2M
Scissortail Wealth Management, LLC 4.01% Reduce -8.5% 176,208 $19.9M
Elevated Financial Group LLC 6.57% Add +7.4% 175,041 $19.8M
Gateway Wealth Partners, LLC 0.77% Add +204.9% 174,730 $19.8M
Kilter Group LLC 8.47% Add +11.5% 173,380 $19.6M
FAS Wealth Partners, Inc. 1.21% Reduce -3.7% 171,831 $19.4M
Ifrah Financial Services, Inc. 5.05% Reduce -1.5% 168,957 $19.1M
Regal Investment Advisors LLC 1.10% Add +8.5% 168,925 $19.1M
EP Wealth Advisors, LLC 0.09% Add +2.4% 168,066 $19.0M
ONE Advisory Partners, LLC 5.86% Add +2.5% 168,047 $19.0M
Savant Capital, LLC 0.09% Add +30.1% 167,200 $18.9M
Patton Albertson Miller Group, LLC 2.24% Add +3.4% 167,012 $18.9M
UMB Bank, n.a. 0.26% Reduce -6.7% 166,649 $18.8M
Commerce Bank 0.09% Add +196.7% 164,927 $18.7M
Mesirow Financial Investment Management, Inc. 0.30% Add +3.0% 162,293 $18.4M
Legacy Financial Group LLC 2.30% Add +7.0% 161,845 $18.3M
Rothschild Wealth LLC 1.63% Add +9.1% 159,011 $18.0M
Advisory Services Network, LLC 0.24% Add +4.5% 158,894 $18.0M
Cresset Asset Management, LLC 0.08% Reduce -6.5% 158,675 $17.9M
Barrett & Company, Inc. 6.11% Reduce -0.5% 156,870 $17.7M
Capital Advisors, Ltd. LLC 2.01% Add +0.5% 156,640 $17.7M
DT Investment Partners, LLC 1.47% Add +0.1% 156,051 $17.7M
WealthShield Partners, LLC 1.95% Add +5.2% 154,912 $17.5M
Acropolis Investment Management, LLC 0.77% Reduce -1.2% 154,027 $17.4M
Fifth Third Securities, Inc. 1.12% Add +12.4% 153,383 $17.3M
Independent Solutions Wealth Management, LLC 2.55% Add +2.3% 153,274 $17.3M
Prosperity Consulting Group, LLC 0.77% Reduce -0.2% 153,137 $17.3M
Assetmark, Inc. 0.04% Add +8.0% 151,882 $17.2M
Sovran Advisors, LLC 1.35% Add +7.8% 132,318 $17.2M
Trust Point Inc. 1.49% No change 151,750 $17.2M
Sterling Financial Planning, Inc. 4.99% Add +1.9% 148,706 $16.8M
Blue Trust, Inc. 0.19% Add +2.7% 148,261 $16.8M
McNaughton Wealth Management, LLC 6.91% Add +3.0% 147,733 $16.7M
Focus Financial Network, Inc. 0.60% Reduce -10.6% 147,235 $16.7M
Scarborough Advisors, LLC 1.81% New 146,566 $16.6M
Ironwood Financial, llc 2.89% Reduce -1.6% 146,091 $16.5M
Blair William & Co. 0.05% Reduce -2.7% 145,183 $16.4M
Cypress Wealth Services, LLC 2.30% Add +1.9% 144,091 $16.3M
Rodgers & Associates, LTD 1.66% Reduce -2.3% 143,743 $16.3M
Royal Fund Management, LLC 1.56% Add +0.3% 143,445 $16.2M
Lansing Street Advisors 4.09% Add +0.4% 143,216 $16.2M
Marks Group Wealth Management, Inc 1.55% Add +417.4% 141,683 $16.0M
JFS Wealth Advisors, LLC 0.90% Add +2.0% 141,475 $16.0M
Snowden Capital Advisors LLC 0.42% Reduce -9.9% 139,918 $15.8M
Mutual Advisors, LLC 0.34% Add +2.3% 139,521 $15.8M
Carbahal Olsen Financial Services Group, LLC 12.47% Reduce -1.7% 137,939 $15.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +306.8% 136,302 $15.4M
Twin Focus Capital Partners, LLC 1.77% Reduce -13.0% 135,861 $15.4M
Argent Trust Co 0.51% Add +2.3% 133,149 $15.1M
Planned Solutions, Inc. 4.91% Add +2.9% 131,489 $14.9M
Carl P. Sherr & Co., LLC 6.94% Add +0.0% 130,496 $14.8M
Independent Advisor Alliance 0.16% Add +1871.5% 130,003 $14.7M
Silvercrest Asset Management Group LLC 0.10% Reduce -0.3% 128,326 $14.5M
CX Institutional 0.44% Add +13.6% 128,203 $14.5M
Alliancebernstein L.P. 0.00% Reduce -6.2% 117,222 $14.4M
Nicolet Bankshares Inc. 0.53% Add +19.4% 126,627 $14.4M
Mayflower Financial Advisors, LLC 1.74% Add +5.9% 126,503 $14.3M
American Wealth Advisors, LLC 14.58% Reduce -2.6% 123,717 $14.0M
Invst, LLC 1.58% Reduce -1.5% 123,530 $14.0M
Hancock Whitney Corp. 0.24% Add +5.0% 105,361 $13.6M
Perkins Coie Trust Co 2.61% Reduce -1.9% 120,172 $13.6M
Blue Zone Wealth Advisors, LLC 2.76% Add +2.2% 120,084 $13.6M
Willis Johnson & Associates, Inc. 0.79% Add +1.0% 119,411 $13.5M
Beese Fulmer Investment Management, Inc. 0.86% Add +2.8% 119,028 $13.5M
Patriot Financial Group Insurance Agency, LLC 0.76% Add +107.5% 118,906 $13.4M
Bay Harbor Wealth Management, LLC 3.48% Add +5.3% 118,508 $13.4M
Signature Wealth Management Partners, LLC 6.71% Add +5.7% 118,305 $13.4M
LBMC Investment Advisors, LLC 0.81% Reduce -7.4% 118,008 $13.3M
W Advisors, LLC 6.84% Reduce -0.8% 117,897 $13.3M
Midwest Financial Group LLC 5.67% Add +3.4% 117,595 $13.3M
Composition Wealth, LLC 0.18% Add +1.5% 117,270 $13.3M
Peapack Gladstone Financial Corp. 0.17% Reduce -2.5% 116,736 $13.2M
Farmers & Merchants Investments Inc. 0.36% Reduce -0.1% 115,290 $13.0M
WCG Wealth Advisors LLC 0.36% Add +9.8% 114,881 $13.0M
Ancora Advisors LLC 0.27% Add +9.2% 113,698 $12.9M
Brown Advisory Inc. 0.02% Reduce -8.5% 113,394 $12.8M
Keebeck Wealth Management 1.44% Reduce -1.4% 113,101 $12.8M
CoreCap Advisors, LLC 0.43% Reduce -20.4% 112,723 $12.8M
Founders Grove Wealth Partners, LLC 2.90% Reduce -0.4% 112,722 $12.7M
O'shaughnessy Asset Management, LLC 0.06% Add +10.6% 111,443 $12.6M
VestGen Advisors, LLC 0.35% Add +20.5% 92,783 $12.6M
Centerpoint Advisors, LLC 4.09% Reduce -0.8% 111,071 $12.6M
Perigon Wealth Management, LLC 0.23% Add +7.9% 110,975 $12.6M
Itau Unibanco Holding S.A. 0.30% Add +106.5% 110,300 $12.5M
YHB Investment Advisors, Inc. 0.88% Add +0.1% 108,356 $12.3M
Wealthspire Advisors, LLC 0.10% Add +0.1% 107,309 $12.1M
Level Four Advisory Services, LLC 0.40% Reduce -0.4% 106,404 $12.0M
Advyzon Investment Management, LLC 1.07% Add +48.6% 105,824 $12.0M
Wescott Financial Advisory Group, LLC 1.04% Add +12.7% 104,868 $11.9M
Pinnacle Financial Partners, Inc. 0.09% Reduce -2.3% 104,606 $11.8M
Clark Financial Services Group Inc. 6.50% Reduce -0.6% 104,126 $11.8M
Elevation Point Wealth Partners, LLC 0.28% Add +150.9% 103,734 $11.7M
Oppenheimer & Co. Inc. 0.14% Add +11.8% 103,694 $11.7M
First Financial Bank - Trust Division 0.94% Add +4.5% 102,690 $11.6M
Quadrant Private Wealth Management, LLC 1.77% Add +7.3% 101,367 $11.5M
Traynor Capital Management, Inc. 0.68% Reduce -6.1% 104,975 $11.4M
Archer Investment Management, LLC 4.79% Add +225.7% 100,635 $11.4M
Signature Estate & Investment Advisors LLC 0.23% Add +21.6% 99,242 $11.2M
Financial Perspectives, Inc 3.12% Add +0.3% 98,946 $11.2M
Horizon Family Wealth, Inc. 5.86% Reduce -1.0% 98,028 $11.1M
May Hill Capital, LLC 2.77% Add +16.7% 97,619 $11.0M
Financial Advisors Network, Inc. 1.52% Reduce -6.4% 97,159 $11.0M
Avid Wealth Partners LLC 5.16% Add +7.2% 96,586 $10.9M
Great Valley Advisor Group, Inc. 0.20% Add +0.1% 95,459 $10.8M
North Berkeley Wealth Management, LLC 5.61% Add +6.8% 93,780 $10.6M
Arch Global Advisors, LLC 5.52% — 93,456 $10.6M
BKM Wealth Management, LLC 3.84% Add +1.7% 93,092 $10.5M
Resolute Wealth Advisor, Inc. 5.98% — 92,942 $10.5M
Howard Capital Management, LLC 0.17% Reduce -2.5% 92,901 $10.5M
TSA Wealth Managment LLC 3.39% Add +1.7% 92,695 $10.5M
Apella Capital, LLC 0.15% Reduce -22.7% 81,311 $10.4M
Coldstream Capital Management Inc. 0.13% Add +0.3% 91,854 $10.4M
Geneos Wealth Management Inc. 0.24% Reduce -2.6% 91,318 $10.3M
Twin Peaks Wealth Advisors, LLC 2.59% Add +17.7% 91,083 $10.3M
Pacific Financial Group Inc. 5.53% Reduce -11.8% 90,806 $10.3M
Lee, Kelleher & Klein Wealth Management 6.11% Add +4.6% 90,801 $10.3M
Clear Creek Financial Management, LLC 0.79% Reduce -17.3% 90,740 $10.3M
TSG Advice Partners, LLC 1.54% Reduce -74.1% 90,641 $10.3M
Godfrey Financial Associates, Inc. 8.77% Reduce -1.1% 90,387 $10.2M
SGL Investment Advisors, Inc. 3.86% Add +10.6% 74,868 $10.2M
Tiaa-Cref Individual & Institutional Services, LLC 0.04% — 89,544 $10.1M
Vestmark Advisory Solutions, Inc. 0.11% Add +19.4% 89,328 $10.1M
Investment Advisory Group, LLC 2.57% Add +3.9% 89,253 $10.1M
Pallas Capital Advisors LLC 0.38% Reduce -10.6% 88,922 $10.1M
Embree Financial Group 1.18% Add +43.9% 88,811 $10.0M
Broadview Financial Management, LLC 6.85% Reduce -0.3% 88,666 $10.0M
EPG Wealth Management LLC 2.70% Add +2.5% 87,925 $9.9M
Associated Banc-Corp 0.26% Reduce -0.8% 87,577 $9.9M
Net Worth Advisory Group 2.05% Reduce -0.7% 87,400 $9.9M
SigFig Wealth Management, LLC 0.29% Add +5.4% 87,339 $9.9M
Old National Bancorp 0.16% Reduce -11.1% 86,772 $9.8M
Element Pointe Advisors, LLC 1.83% No change 85,699 $9.7M
Wellspring Financial Advisors, LLC 0.72% Reduce -1.4% 85,326 $9.7M
Peoples Bank 5.92% Reduce -2.4% 85,215 $9.6M
True Vision MN LLC 4.95% Add +13.3% 84,840 $9.6M
Beto Financial Group, LLC 5.56% Add +8.5% 70,906 $9.5M
Sovereign Investment Advisors, LLC 2.01% Add +98.0% 83,805 $9.5M
Polaris Investment Advisors, LLC 6.84% Add +5.9% 82,910 $9.4M
Gen-Wealth Partners Inc 2.95% Add +5.3% 82,886 $9.4M
Exencial Wealth Advisors, LLC 0.29% Add +2.1% 82,186 $9.3M
CIBC Bancorp USA Inc. 0.01% — 81,811 $9.3M
Tilson Financial Group, Inc. 2.76% Reduce -0.5% 81,397 $9.2M
D.A. Davidson & Co. 0.06% Reduce -0.0% 81,105 $9.2M
Polianta Ltd 1.21% New 80,900 $9.2M
Endeavor Private Wealth, Inc. 2.61% Add +11.0% 80,504 $9.1M
Alpine Bank Wealth Management 1.32% Reduce -0.3% 80,275 $9.1M
Hobbs Wealth Management, LLC 8.89% Reduce -0.7% 79,408 $9.0M
MidFirst Bank 0.74% Reduce -1.4% 79,375 $9.0M
Croban 4.22% Add +11.7% 79,302 $9.0M
Daviman Financial, LLC 5.27% Add +2.8% 78,787 $8.9M
LiftPoint Family Wealth Advisors LLC 7.35% Add +5.5% 78,442 $8.9M
Evergreen Capital Management LLC 0.19% Reduce -1.6% 78,441 $8.9M
GC Wealth Management RIA, LLC 0.36% Add +0.2% 77,313 $8.7M
Koss-Olinger Consulting, LLC 0.73% Reduce -0.6% 77,078 $8.7M
Ameritas Advisory Services, LLC 0.34% Reduce -13.4% 76,938 $8.7M
Franklin Resources Inc. 0.00% Reduce -1.2% 76,591 $8.7M
Summit Financial, LLC 0.11% Add +226.5% 76,553 $8.7M
United Bank 1.10% Reduce -35.1% 76,206 $8.6M
One Wealth Capital Management, LLC 3.76% Add +3.2% 66,676 $8.6M
TRUE Private Wealth Advisors 0.82% Reduce -31.8% 75,875 $8.6M
Integrated Advisors Network LLC 0.45% Add +9.9% 75,710 $8.6M
Cosner Financial Group, LLC 4.70% Add +0.0% 75,582 $8.5M
Maia Wealth LLC 1.44% Reduce -5.2% 75,101 $8.5M
PKS Advisory Services, LLC 1.96% Add +4.3% 74,436 $8.4M
Parallel Advisors, LLC 0.15% Reduce -18.8% 74,028 $8.4M
Soltis Investment Advisors LLC 0.54% Add +6.3% 73,214 $8.3M
StoneX Group Inc. 0.45% Reduce -61.5% 73,070 $8.3M
Ellis Investment Partners, LLC 1.42% Reduce -2.0% 72,481 $8.2M
Transcendent Capital Group LLC 3.73% Add +25.4% 72,391 $8.2M
Novare Capital Management LLC 0.64% Reduce -11.0% 71,882 $8.1M
NorthRock Partners, LLC 0.13% Add +11.5% 71,554 $8.1M
Sonata Capital Group Inc. 2.98% Add +2.8% 71,338 $8.1M
Simplicity Wealth,LLC 0.46% Add +7.8% 71,221 $8.1M
Bleakley Financial Group, LLC 0.12% Add +9.3% 70,594 $8.0M
Core Wealth Advisors, LLC 6.11% Add +7.5% 70,284 $7.9M
Spectrum Planning & Advisory Services Inc. 3.92% Add +3.0% 69,972 $7.9M
Financial Management Network Inc. 1.19% Reduce -5.5% 64,836 $7.8M
M1 Capital Management LLC 3.58% Reduce -51.7% 68,643 $7.8M
Lifelong Wealth Advisors, Inc. 2.06% Add +9.6% 68,139 $7.7M
Next Capital Management LLC 2.33% Add +3.8% 67,879 $7.7M
Atlantic Family Wealth, LLC 5.55% Add +2.8% 67,868 $7.7M
Summit Investment Advisory Services, LLC 2.85% Reduce -3.0% 67,756 $7.7M
KMG Fiduciary Partners, LLC 0.57% Reduce -8.7% 67,590 $7.6M
B. Riley Wealth Advisors, Inc. 0.49% Reduce -5.1% 70,185 $7.6M
Robertson Stephens Wealth Management, LLC 0.21% Add +2.3% 67,419 $7.6M
Avestar Capital, LLC 0.52% Reduce -0.7% 67,388 $7.6M
Retirement Planning Group, LLC 0.24% Reduce -6.2% 67,254 $7.6M
Portfolio Resources Advisor Group, Inc. 7.53% Add +1.5% 66,991 $7.6M
Cornerstone Planning Group LLC 1.00% Add +39.4% 57,269 $7.5M
Capital Advisors Inc. 0.12% Reduce -0.6% 66,513 $7.5M
First Foundation Advisors 0.30% Add +8.5% 66,505 $7.5M
Charter Oak Capital Management, LLC 0.58% Reduce -1.5% 66,443 $7.5M
Curtis Wealth Management LLC 7.04% Add +5.2% 66,303 $7.5M
AlTi Global, Inc. 0.16% Add +1.0% 65,577 $7.4M
Lantz Financial LLC 1.52% Add +8.0% 65,117 $7.4M
Asset One Wealth Management LLC 0.81% Add +8.0% 57,802 $7.3M
Gryphon Financial Partners LLC 0.77% Add +5.5% 64,686 $7.3M
Mosley Wealth Management 3.29% Add +0.7% 60,118 $7.3M
Firethorn Wealth Partners, LLC 2.62% Add +3.1% 63,111 $7.1M
A4 Wealth Advisors LLC 5.88% Add +33.6% 62,523 $7.1M
Prospera Financial Services Inc 0.11% Add +4.7% 62,328 $7.1M
Sterling Group Wealth Management, LLC 3.32% Add +0.1% 62,086 $7.0M
Glenmede Trust Co. NA 0.03% Reduce -0.1% 61,965 $7.0M
Conning Inc. 0.24% Reduce -22.9% 61,779 $7.0M
Focus Partners Advisor Solutions, LLC 0.07% Add +4.2% 61,502 $7.0M
WealthPLAN Partners, LLC 1.34% Reduce -7.2% 61,341 $6.9M
OpenArc Corporate Advisory, LLC 0.10% Add +6.7% 61,140 $6.9M
Summit Financial Consulting LLC 4.94% Add +0.4% 60,999 $6.9M
Private Wealth Advisors, LLC 1.94% Reduce -2.8% 60,851 $6.9M
Heritage Wealth Advisors 0.27% Add +0.4% 60,688 $6.9M
Advus Financial Partners, LLC 1.71% Add +7.6% 60,498 $6.8M
Tradition Wealth Management, LLC 0.49% Reduce -1.3% 60,442 $6.8M
Arvest Bank Trust Division 0.37% Reduce -48.8% 59,991 $6.8M
Kickstand Ventures, Llc. 1.43% Add +8.8% 59,939 $6.8M
Higgins & Schmidt Wealth Strategies LLC 3.08% Reduce -10.6% 59,697 $6.8M
Coastline Complete Wealth LLC 4.18% Reduce -64.7% 59,574 $6.7M
Bartlett & Co. Wealth Management LLC 0.09% Add +16.0% 51,337 $6.7M
Shared Vision Wealth Group LLC 2.72% Add +4.4% 58,882 $6.7M
Goelzer Investment Management, Inc. 0.32% Add +4.7% 58,681 $6.6M
Cranbrook Wealth Management, LLC 1.34% Reduce -0.8% 58,348 $6.6M
B.O.S.S. Retirement Advisors, LLC 2.01% Add +2.9% 58,188 $6.6M
Compton Wealth Advisory Group, LLC 1.46% Add +0.1% 57,025 $6.5M
Vestor Capital, LLC 0.47% Add +1132.8% 57,274 $6.5M
BTC Capital Management, Inc. 0.44% Reduce -5.7% 57,190 $6.5M
Belpointe Asset Management LLC 0.24% Reduce -7.3% 57,040 $6.5M
Dorsey Wright & Associates 0.80% Add +125.7% 57,039 $6.5M
Ashton Thomas Securities, LLC 0.81% New 56,905 $6.4M
Gotham Asset Management 0.02% Add +2.1% 56,416 $6.4M
AtlasMark Financial, Inc 4.10% No change 51,474 $6.3M
Narwhal Capital Management 0.47% No change 56,000 $6.3M
Milestone Asset Management, LLC 1.17% New 55,960 $6.3M
Sapient Capital LLC 0.10% Reduce -24.8% 55,941 $6.3M
Cahaba Wealth Management, Inc. 0.43% Add +0.3% 55,828 $6.3M
Mill Creek Capital Advisors, LLC 0.13% Reduce -0.9% 55,806 $6.3M
Verus Capital Partners, LLC 0.43% Add +4.1% 55,738 $6.3M
Albion Financial Group 0.40% Add +365.7% 55,044 $6.2M
Investment Partners, LTD. 2.21% Add +2.3% 55,002 $6.2M
Mather Group, Llc. 0.06% Add +37.7% 54,985 $6.2M
Evercore Wealth Management, LLC 0.10% No change 54,595 $6.2M
Centurion Wealth Management LLC 1.38% Add +2.0% 54,202 $6.1M
Barnes Wealth Management Group, Inc 3.10% Add +2.3% 54,018 $6.1M
GAMCO Investors 0.06% Reduce -0.1% 53,700 $6.1M
Rik Saylor Financial, Inc. 4.59% Add +0.3% 53,483 $6.0M
Ascent Wealth Partners, LLC 0.70% Reduce -7.5% 53,321 $6.0M
Brighton Jones LLC 0.13% New 53,201 $6.0M
Turtle Creek Wealth Advisors, LLC 0.45% Reduce -54.6% 53,025 $6.0M
Formulate Financial LLC 7.37% Add +3.3% 52,798 $6.0M
Signet Financial Management, LLC 0.67% Add +9.7% 52,699 $6.0M
Alpha Capital Advisors Inc. 5.67% Reduce -2.7% 52,649 $6.0M
Jackson Hole Capital Partners, LLC 0.98% Add +5.2% 52,521 $5.9M
RKL Wealth Management LLC 0.53% Reduce -4.3% 52,198 $5.9M
MSH Capital Advisors LLC 1.25% Reduce -2.2% 52,098 $5.9M
Strategic Blueprint, LLC 0.34% Reduce -1.4% 51,825 $5.9M
Bryn Mawr Trust Advisors, LLC 0.28% Add +2.4% 51,291 $5.8M
Hoxton Planning & Management, LLC 1.73% Add +8.4% 50,975 $5.8M
Tobias Financial Advisors, Inc. 0.80% Reduce -3.9% 50,836 $5.8M
Dumont & Blake Investment Advisors LLC 1.44% Reduce -3.6% 50,761 $5.7M
Atlantic Edge Private Wealth Management, LLC 1.41% Reduce -30.2% 50,692 $5.7M
Laurel Wealth Planning LLC 3.02% Reduce -3.8% 50,586 $5.7M
Midwest Trust Co 0.07% Reduce -1.9% 50,567 $5.7M
Old Mission Investment Co LLC 1.33% Add +0.3% 50,338 $5.7M
Patriot Investment Management Group, Inc. 0.36% Reduce -0.3% 49,984 $5.7M
Lowe Brockenbrough & Co. Inc. 0.28% No change 49,890 $5.6M
Quotient Wealth Partners, LLC 0.15% Reduce -0.8% 49,504 $5.6M
Peterson Wealth Advisors, LLC 0.74% Add +0.1% 49,468 $5.6M
NTV Asset Management LLC 0.61% Reduce -0.9% 48,972 $5.5M
PFG Advisors 0.27% Add +8.9% 48,898 $5.5M
IHT Wealth Management, LLC 0.13% Add +15.7% 48,853 $5.5M
Gallacher Capital Management LLC 2.11% Reduce -5.8% 48,590 $5.5M
Carret Asset Management, LLC 0.54% Reduce -1.2% 48,316 $5.5M
J. Mark Nickell & Co. 4.92% Add +4.8% 48,147 $5.4M
St. Clair Advisors, LLC 1.45% Reduce -4.1% 48,017 $5.4M
Jump Financial, LLC 0.09% New 47,412 $5.4M
Simon Quick Advisors, LLC 0.25% Reduce -1.8% 47,411 $5.4M
Silver Oak Securities, Incorporated 0.39% Reduce -4.5% 47,143 $5.3M
Diversified Trust Co. 0.10% Add +5.5% 47,048 $5.3M
Retirement Wealth Solutions LLC 3.35% Add +10.7% 46,989 $5.3M
Sowell Financial Services LLC 0.20% Add +0.4% 46,950 $5.3M
Chatterton & Associates Inc. 3.72% Add +33.5% 44,180 $5.3M
Benjamin Edwards Inc. 0.05% Add +13.9% 46,625 $5.3M
Kapstone Financial Advisors LLC 2.58% Add +2.8% 46,579 $5.3M
Yanni & Associates Investment Advisors, LLC 5.45% Reduce -0.0% 46,485 $5.3M
Stordahl Capital Management, Inc. 1.08% Reduce -3.7% 46,354 $5.2M
Client 1ST Advisory Group, LLC 1.56% Add +17.8% 45,482 $5.1M
United Bank 1.70% Reduce -5.1% 45,186 $5.1M
FFG Retirement Advisors LLC 2.97% Add +4.2% 45,110 $5.1M
Resolute Wealth Strategies, LLC 2.19% Reduce -0.5% 44,858 $5.1M
XML Financial, LLC 0.41% Add +22.6% 44,680 $5.1M
Susquehanna International Group, LLP 0.01% Add +202.2% 44,221 $5.0M
Davis Wealth Advisors, LLC 4.15% Reduce -1.8% 44,172 $5.0M
Aptus Capital Advisors, LLC 0.04% Reduce -13.3% 44,147 $5.0M
Winthrop Advisory Group LLC 0.41% Add +0.8% 44,103 $5.0M
Wealthspan Partners, LLC 1.75% Add +4.7% 44,019 $5.0M
Absolute Capital Management, LLC 1.65% Add +43.9% 43,846 $5.0M
Smartleaf Asset Management LLC 0.18% Reduce -2.5% 45,591 $5.0M
Faithward Advisors, LLC 0.70% Add +6.8% 43,420 $4.9M
Nations Financial Group Inc, /Ia/ 0.25% Reduce -1.5% 43,401 $4.9M
Tme Financial, Inc. 3.40% Add +68.4% 43,327 $4.9M
Integrity Advisory Solutions, LLC 0.65% Add +10.5% 43,324 $4.9M
Bridges Investment Management Inc. 0.07% No change 43,241 $4.9M
Independent Financial Group, LLC 0.11% Reduce -34.0% 43,169 $4.9M
Rollins Financial Advisors, LLC 0.77% Reduce -16.2% 42,868 $4.8M
Daymark Wealth Partners, LLC 0.15% Add +9.8% 42,754 $4.8M
Theory Financial LLC 1.69% Add +0.9% 42,611 $4.8M
Kraft, Davis & Associates, LLC 1.02% Reduce -35.5% 36,994 $4.8M
Asset Management One Co., Ltd. 0.01% Reduce -46.3% 42,400 $4.8M
Harbor Investment Advisory, LLC 0.38% Add +2.3% 42,318 $4.8M
Apeiron RIA LLC 1.11% Reduce -45.0% 42,219 $4.8M
Kingsview Wealth Management, LLC 0.07% Add +8.0% 42,144 $4.8M
Flagstar Securities, Inc. 1.72% Reduce -14.7% 42,106 $4.8M
Redwood Investment Management, LLC 0.59% Add +13.1% 42,076 $4.8M
Avidian Wealth Enterprises, LLC 0.15% Add +0.5% 42,001 $4.8M
Meridian Wealth Advisors, LLC 0.63% Add +0.3% 41,924 $4.7M
Alterna Wealth Management, Inc. 3.57% Add +40.4% 41,667 $4.7M
GeoWealth Management, LLC 0.17% Reduce -1.1% 41,622 $4.7M
Savvy Advisors, Inc. 0.13% Add +22.6% 41,470 $4.7M
Oxford Financial Group, LTD. LLC 0.25% Reduce -5.5% 41,437 $4.7M
Morris Financial Concepts, Inc. 1.58% No change 41,201 $4.7M
Arwa LLC 2.31% Add +19.9% 38,780 $4.7M
Beacon Capital Management, LLC 0.82% Add +101.4% 41,094 $4.6M
Guardian Wealth Advisors, LLC 2.67% Reduce -3.7% 41,085 $4.6M
Glenview Trust Co 0.07% Add +5.2% 40,875 $4.6M
Concorde Asset Management, LLC 2.26% Reduce -2.8% 40,790 $4.6M
Hopwood Nicholas Hunter 1.46% Add +2.3% 40,650 $4.6M
R. W. Roge & Company, Inc. 2.17% Reduce -9.1% 40,276 $4.6M
Prudential Financial Inc. 0.01% Reduce -71.6% 40,270 $4.6M
Mission Wealth Management, LP 0.09% Add +6.6% 39,998 $4.5M
Arax Advisory Partners 0.13% Reduce -80.4% 39,887 $4.5M
Dorsey & Whitney Trust CO LLC 0.25% Reduce -1.0% 39,811 $4.5M
Fairvoy Private Wealth, LLC 1.07% Add +90.0% 39,589 $4.5M
United Services Automobile Association 0.52% Reduce -34.3% 39,275 $4.4M
Ehrlich Financial Group 2.55% Reduce -62.6% 39,253 $4.4M
Valley Wealth Managers, Inc. 0.28% Reduce -1.9% 38,973 $4.4M
Arvest Investments, Inc. 0.60% Reduce -49.8% 38,615 $4.4M
Nwam LLC 0.25% Reduce -5.0% 38,500 $4.4M
Graves Light Lenhart Wealth, Inc. 0.45% Reduce -1.2% 38,201 $4.3M
Smithfield Trust Co 0.19% Reduce -0.4% 37,826 $4.3M
Sierra Capital LLC 0.46% No change 37,532 $4.2M
Novem Group 0.49% Add +87.3% 37,469 $4.2M
Keenan, LLC 3.56% Reduce -12.6% 37,556 $4.2M
Asset Management Group, Inc. 0.67% Reduce -10.7% 36,890 $4.2M
Arrow Investment Advisors, LLC 4.44% Add +7.4% 36,872 $4.2M
Great Point Wealth Advisors, LLC 0.76% No change 36,522 $4.1M
Valeo Financial Advisors, LLC 0.10% Add +0.9% 36,414 $4.1M
SIMA Wealth Partners, LLC 3.14% Reduce -1.2% 36,406 $4.1M
Alta Wealth Advisors LLC 1.33% Add +37.2% 36,247 $4.1M
Rossmore Private Capital 0.36% No change 36,227 $4.1M
GTS Securities LLC 0.14% Add +137.2% 35,958 $4.1M
Procyon Advisors, LLC 0.20% Reduce -1.0% 35,788 $4.0M
Centaurus Financial, Inc. 0.19% Reduce -53.6% 35,738 $4.0M
CWC Advisors, LLC. 1.92% Add +2.6% 35,583 $4.0M
HRT Financial LP 0.01% Add +475.0% 35,580 $4.0M
Private Advisory Group LLC 0.28% Reduce -1.8% 35,457 $4.0M
Capital Investment Management, Inc. 1.37% Add +1.2% 35,358 $4.0M
Commonwealth Retirement Investments LLC 1.24% Add +10.7% 35,261 $4.0M
Blalock Williams, LLC 3.07% Add +13.7% 35,132 $4.0M
Gables Capital Management Inc. 1.68% No change 35,000 $4.0M
M Holdings Securities, Inc. 0.27% Add +10.1% 30,539 $4.0M
Adirondack Capital Advisors, LLC 2.54% Add +35.8% 34,929 $4.0M
LifePlan Investment Advisors, Inc. 1.55% Add +9.9% 34,832 $3.9M
Wedmont Private Capital 0.13% Add +258.2% 33,042 $3.9M
Mason & Associates, LLC 0.90% Reduce -1.6% 34,750 $3.9M
WealthPoint Financial, LLC 3.28% Add +2.9% 34,632 $3.9M
Sacks & Associates, LLC 2.91% Add +2.0% 34,550 $3.9M
Bush Investment Group, LLC 2.13% Add +5.9% 34,463 $3.9M
First Horizon Corp. 0.16% Reduce -2.6% 34,223 $3.9M
Wealthgarden F.S. LLC 2.63% Add +2.0% 34,030 $3.8M
RTD Financial Advisors, Inc. 0.47% Reduce -9.5% 33,964 $3.8M
S&co Inc. 0.24% No change 33,695 $3.8M
Southern Capital Advisors, LLC 1.78% Add +1.0% 33,611 $3.8M
Redwood Wealth Management Group, LLC 1.65% Reduce -0.2% 33,607 $3.8M
SWP Financial LLC 1.94% Reduce -8.4% 33,549 $3.8M
St. Louis Trust Co 0.44% No change 33,500 $3.8M
Diversified Portfolios, Inc. 0.31% Reduce -1.6% 33,442 $3.8M
WBH Advisory Inc. 0.28% Reduce -0.3% 32,845 $3.8M
Flagship Wealth Advisors, LLC 1.62% Reduce -34.3% 34,145 $3.8M
Haverford Trust Co 0.03% Reduce -2.7% 33,068 $3.7M
Koshinski Asset Management, Inc. 0.23% Reduce -0.7% 33,053 $3.7M
Stephens Inc. 0.05% Reduce -3.8% 32,903 $3.7M
WealthPlan Investment Management, LLC 0.21% Add +14.2% 32,642 $3.7M
Gray Private Wealth, LLC 1.85% Reduce -4.3% 32,524 $3.7M
Keystone Wealth Services, LLC 0.78% Reduce -2.6% 32,393 $3.7M
Peregrine Asset Advisers, Inc. 0.98% Reduce -0.9% 32,254 $3.6M
EverSource Wealth Advisors, LLC 0.11% Add +23.4% 32,130 $3.6M
Vontobel Holding Ltd. 0.01% Reduce -0.2% 31,988 $3.6M
Nottingham Advisors, Inc. 0.46% Reduce -1.3% 31,769 $3.6M
Cary Street Partners Financial LLC 0.09% Add +1.0% 31,717 $3.6M
JT Stratford LLC 0.46% Add +5.0% 31,695 $3.6M
Matrix Private Capital Group LLC 1.73% Reduce -2.0% 31,636 $3.6M
Kovack Advisors, Inc. 0.19% Add +5.5% 31,373 $3.6M
GenWealth Group, Inc. 0.61% Reduce -0.0% 31,546 $3.6M
Kingswood Wealth Advisors, LLC 0.17% Reduce -25.1% 31,400 $3.6M
Round Rock Advisors LLC 0.54% Add +0.0% 31,311 $3.5M
Bouvel Investment Partners, LLC 1.02% Reduce -2.0% 31,193 $3.5M
NewEdge Wealth, LLC 0.04% Add +12.2% 30,973 $3.5M
National Philanthropic Trust 0.04% Add +0.3% 30,944 $3.5M
Howard Wealth Management, LLC 1.47% Reduce -0.9% 30,918 $3.5M
Sound Income Strategies, LLC 0.17% Add +0.9% 30,486 $3.5M
XY Planning Network, Inc. 0.56% Add +25.8% 30,372 $3.5M
17 Capital Partners, LLC 1.80% Add +36.2% 30,678 $3.5M
StoneCrest Wealth Management, Inc. 1.46% Reduce -6.6% 30,549 $3.5M
First Trust Advisors LP 0.00% Reduce -2.8% 30,445 $3.4M
First Citizens Bank & Trust Co. 0.07% Reduce -9.8% 30,324 $3.4M
Pathway Financial Advisors LLC 0.42% No change 29,906 $3.4M
Heritage Trust Co 0.34% Reduce -7.1% 30,213 $3.4M
BCU Wealth Advisors, LLC 1.27% Add +5.2% 30,005 $3.4M
Matthew Goff Investment Advisor, LLC 0.57% Reduce -1.2% 29,984 $3.4M
Breakwater Capital Group 0.45% Add +14.6% 29,965 $3.4M
Hilltop Wealth Advisors, LLC 2.02% Reduce -4.9% 29,843 $3.4M
Capital Advantage, Inc. 0.44% Add +17.0% 29,833 $3.4M
Hirtle & Co., LLC 0.13% Add +2.1% 29,785 $3.4M
Hilltop National Bank 0.80% Reduce -1.5% 29,691 $3.4M
Summit Trail Advisors, LLC 0.05% Add +85.8% 29,612 $3.3M
Quantum Portfolio Management LLC 1.45% Reduce -0.8% 29,511 $3.3M
Capital Asset Managemnet, LLC 3.76% Add +3.5% 29,506 $3.3M
5T Wealth, LLC 1.30% Reduce -0.0% 29,113 $3.3M
USA Financial Formulas 0.62% Reduce -94.5% 29,041 $3.3M
Nolet Wealth Management, LLC 1.86% No change 28,970 $3.3M
Unify Financial Advisors 3.41% Add +7.5% 28,964 $3.3M
Stratos Wealth Advisors, LLC 0.20% Add +1.3% 28,945 $3.3M
Tudor Investment Corporation 0.02% Add +390.4% 28,935 $3.3M
Kohmann Bosshard Financial Services, LLC 0.32% Reduce -1.2% 28,825 $3.3M
True Freedom Investing, LLC 0.25% Reduce -81.5% 28,719 $3.2M
Transcend Capital Advisors, LLC 0.26% Reduce -1.2% 28,678 $3.2M
Private Trust Co. NA 0.29% Reduce -0.8% 28,559 $3.2M
Baron Wealth Management LLC 0.96% Reduce -1.2% 28,485 $3.2M
Eastern Bank 0.06% Reduce -18.8% 28,438 $3.2M
Capital Square, LLC 1.48% Add +15.5% 24,657 $3.2M
Calton & Associates, Inc. 0.46% Reduce -11.8% 28,210 $3.2M
Rogco, LP 1.06% No change 28,125 $3.2M
Venturi Wealth Management, LLC 0.14% Reduce -7.7% 28,034 $3.2M
Trustmark Bank Trust Department 0.20% No change 28,014 $3.2M
BridgePort Financial Solutions, LLC 0.90% Reduce -4.8% 27,960 $3.2M
Truepoint, Inc. 0.07% Reduce -1.7% 27,908 $3.2M
Rhumbline Advisers 0.00% No change 27,880 $3.2M
Spirepoint Private Client, LLC 0.30% Reduce -1.4% 27,829 $3.1M
PGIM Custom Harvest LLC 0.05% Add +2.3% 27,665 $3.1M
Pinnacle Associates Ltd. 0.04% Add +0.5% 27,630 $3.1M
2UniFi Bank 1.51% Reduce -0.1% 27,608 $3.1M
Huntington National Bank 0.02% New 27,492 $3.1M
Sage Investment Advisers LLC 2.30% Reduce -3.3% 27,087 $3.1M
Boston Family Office LLC 0.21% Add +0.1% 27,424 $3.1M
AMG National Trust Bank 0.07% Add +24.1% 27,341 $3.1M
Mattern Wealth Management LLC 0.60% Reduce -3.0% 27,280 $3.1M
Magnus Financial Group LLC 0.25% Reduce -23.1% 27,196 $3.1M
FORM Wealth Advisors, LLC 0.36% Reduce -3.8% 27,184 $3.1M
Coign Capital Advisors LLC 1.60% Add +4.6% 27,007 $3.1M
HBK Sorce Advisory LLC 0.06% Reduce -3.0% 22,440 $3.0M
Hazlett, Burt & Watson, Inc. 0.95% Add +54.3% 26,830 $3.0M
J.M. Arbour, LLC 2.91% Add +6.7% 26,790 $3.0M
Commonwealth Financial Services, LLC 0.48% Reduce -23.4% 26,776 $3.0M
Carnegie Investment Counsel 0.06% Reduce -13.7% 26,666 $3.0M
Asempa Wealth Advisors 2.62% Add +2.5% 26,211 $3.0M
Camarda Financial Advisors, LLC 1.58% Reduce -54.5% 26,557 $3.0M
Decker Wealth Management LLC 0.68% No change 26,444 $3.0M
Choate Investment Advisors 0.06% Reduce -8.4% 26,438 $3.0M
Retirement Income Solutions, Inc. 0.51% No change 26,284 $3.0M
Essex Financial Services, Inc. 0.17% Reduce -2.1% 26,061 $2.9M
Interchange Capital Partners, LLC 0.93% Add +15.3% 31,424 $2.9M
Asset Allocation Strategies LLC 0.52% Reduce -6.5% 25,906 $2.9M
Yukon Wealth Management, Inc. 1.75% Add +0.1% 25,860 $2.9M
Fiduciary Alliance LLC 0.18% Add +23.9% 23,131 $2.9M
Compound Planning, Inc. 0.09% Add +439.8% 25,819 $2.9M
Fisher Asset Management 0.00% Add +0.2% 25,674 $2.9M
Schneider Downs Wealth Management Advisors, LP 0.32% No change 25,616 $2.9M
LPWM LLC 0.73% Reduce -1.0% 25,594 $2.9M
Key Financial Inc 0.51% No change 25,536 $2.9M
COFG Advisors, LLC 0.71% Reduce -0.4% 25,530 $2.9M
Montecito Bank & Trust 0.47% Reduce -1.1% 25,504 $2.9M
Headlands Technologies LLC 0.33% New 25,339 $2.9M
Atlas Brown,Inc. 0.86% Reduce -5.1% 25,288 $2.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.16% Reduce -15.7% 25,277 $2.9M
Private Wealth Asset Management, LLC 0.31% Reduce -0.0% 25,239 $2.9M
Certified Advisory Corp 0.26% Add +3.7% 25,236 $2.9M
Power Wealth Management LLC 1.06% Add +7.3% 25,141 $2.8M
Fonville Wealth Management LLC 0.54% Add +0.3% 25,122 $2.8M
Golden State Wealth Management, LLC 0.31% Add +34.0% 24,980 $2.8M
Laffer Tengler Investments, Inc. 0.49% No change 24,844 $2.8M
Arete Wealth Advisors, LLC 0.21% Reduce -11.1% 24,823 $2.8M
MFA Wealth Services 1.85% Reduce -0.3% 24,728 $2.8M
Ballentine Partners, LLC 0.04% Reduce -0.2% 24,597 $2.8M
Bessemer Group Inc. 0.00% Reduce -22.4% 24,588 $2.8M
OMNI 360 Wealth, Inc. 1.43% Add +8.7% 24,435 $2.8M
Madrid Wealth Management, LLC 2.08% Add +38.9% 24,333 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +1.8% 24,189 $2.7M
Texas Capital Bank Wealth Management Services Inc 0.16% Reduce -74.1% 24,145 $2.7M
Brown Brothers Harriman & Co. 0.01% Reduce -10.2% 23,913 $2.7M
Colorado Capital Management, Inc. 1.01% Reduce -8.3% 23,901 $2.7M
Money Concepts Capital Corp. 0.15% Reduce -6.9% 23,807 $2.7M
QRG Capital Management, Inc. 0.03% Reduce -6.9% 23,761 $2.7M
Creative Financial Designs Inc. 0.16% Add +3.0% 23,755 $2.7M
Whittier Trust Co. 0.03% No change 23,296 $2.7M
Earned Wealth Advisors, LLC 0.18% Reduce -3.0% 23,641 $2.7M
Forthright Family Wealth Advisory LLC 1.79% Reduce -68.2% 31,532 $2.7M
Hudson Capital Management LLC 0.71% Reduce -3.8% 23,503 $2.7M
Tempus Wealth Planning, LLC 0.61% Add +34.3% 23,482 $2.7M
Lighthouse Financial LLC 1.60% Add +10.9% 23,418 $2.6M
Rwa Wealth Partners, LLC 0.03% Add +4.4% 23,386 $2.6M
Stablepoint Partners, LLC 0.39% Add +6.8% 23,227 $2.6M
Northwest Bancshares, Inc. 0.52% Reduce -4.7% 23,088 $2.6M
Expressive Wealth LLC 2.49% Add +10.9% 19,436 $2.6M
Cassilly Financial Group LLC 2.23% Add +5.5% 22,726 $2.6M
Forum Financial Management, LP 0.04% Add +0.7% 22,694 $2.6M
CCG Wealth Management, LLC 0.69% Reduce -0.6% 22,494 $2.5M
Two West Capital Advisors LLC 1.34% Add +23.1% 19,671 $2.5M
Signal Advisors Wealth, LLC 0.17% Add +3.1% 22,408 $2.5M
Joel Isaacson & Co., LLC 0.08% Reduce -3.9% 22,337 $2.5M
Alesco Advisors, LLC, An ESL Co 0.06% Reduce -1.6% 22,146 $2.5M
Comprehensive Financial Planning, Inc. 1.73% Add +5.4% 22,097 $2.5M
Lakeshore Financial Planning, Inc. 0.91% Reduce -2.8% 22,097 $2.5M
Northland Securities, Inc. 2.37% Add +4.0% 21,973 $2.5M
Diversified Management Inc. 0.42% Reduce -3.4% 21,823 $2.5M
Sutton Place Investors LLC 1.35% Add +12.3% 21,798 $2.5M
Merkkuri Wealth Advisors LLC 1.63% Add +7.1% 21,795 $2.5M
Security National Bank 0.35% Add +7.6% 21,439 $2.4M
Evanson Asset Management, LLC 0.13% Reduce -0.3% 21,352 $2.4M
International Assets Investment Management, LLC 0.17% Reduce -12.4% 21,071 $2.4M
Eclectic Associates Inc. 0.32% Reduce -24.7% 21,159 $2.4M
RiverFront Investment Group, LLC 0.04% Add +2.1% 21,122 $2.4M
Keystone Financial Group 0.16% Add +451.5% 21,111 $2.4M
Tactive Advisors, LLC 0.67% Reduce -14.5% 21,020 $2.4M
Beacon Financial Advisory LLC 0.53% Add +7.2% 20,854 $2.4M
Sovereign Financial Group, Inc. 0.41% Add +3.4% 20,748 $2.3M
Sprinkle Financial Consultants LLC 1.08% Reduce -2.4% 20,676 $2.3M
Whittier Trust Co. of Nevada Inc. 0.05% Reduce -5.4% 20,286 $2.3M
Madrona Financial Services, LLC 0.51% Reduce -29.2% 20,610 $2.3M
Frisch Financial Group, Inc. 0.49% Add +79.5% 20,564 $2.3M
Corundum Group, Inc. 0.78% Reduce -3.2% 20,500 $2.3M
Kaydan Wealth Management, Inc. 0.77% Add +0.1% 20,458 $2.3M
Uptick Partners, LLC 0.46% Add +11.2% 20,455 $2.3M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.31% Add +0.3% 20,265 $2.3M
United Advisor Group, LLC 0.28% Add +13.4% 20,261 $2.3M
Hicks Capital Management LLC 2.29% No change 20,248 $2.3M
Operose Advisors LLC 0.53% Reduce -8.3% 20,234 $2.3M
Alerus Financial NA 0.11% Reduce -8.4% 20,229 $2.3M
Pinnacle Financial Group, LLC / IL 0.63% Add +0.0% 20,208 $2.3M
Bawa N Mallick Trust 0.94% No change 20,200 $2.3M
Rathbones Group PLC 0.01% No change 20,200 $2.3M
Advisors Capital Management, LLC 0.03% Add +4.7% 20,160 $2.3M
Prosperity Planning, Inc. 0.82% Reduce -0.6% 20,142 $2.3M
Axis Wealth Partners, LLC 1.21% Reduce -1.8% 20,113 $2.3M
WealthTrak Capital Management LLC 1.61% Add +4.4% 19,988 $2.3M
Accelerate Investment Advisors LLC 1.51% Add +8.9% 19,984 $2.3M
First Western Trust Bank 0.11% Add +0.4% 19,957 $2.3M
DAVENPORT & Co LLC 0.01% Add +8.1% 19,913 $2.3M
Navis Wealth Advisors, LLC 1.14% Add +0.1% 19,778 $2.2M
ETF Portfolio Partners, Inc. 0.59% Add +0.5% 19,760 $2.2M
Marietta Wealth Management, LLC 0.27% No change 19,742 $2.2M
Evoke Wealth, LLC 0.04% Reduce -0.1% 19,670 $2.2M
Crusonia Wealth Advisors LLC 0.46% Add +0.0% 19,486 $2.2M
XTX Topco Ltd 0.04% New 19,268 $2.2M
Index Technologies Group LLC 2.37% Reduce -0.7% 19,217 $2.2M
Wealthcare Advisory Partners LLC 0.04% Reduce -7.4% 19,182 $2.2M
Financial Solutions Advisory Group, Inc. 0.30% — 19,125 $2.2M
Cornell Pochily Investment Advisors, Inc. 0.64% Add +3.2% 19,112 $2.2M
American Trust 0.19% Reduce -9.6% 19,079 $2.2M
First Citizens Financial Corp 1.02% Add +17.7% 19,063 $2.2M
MBA Advisors LLC 0.83% Reduce -1.5% 19,040 $2.2M
Bernardo Wealth Planning LLC 0.42% Reduce -4.9% 19,029 $2.2M
Bellwether Advisors, LLC 0.36% Reduce -0.8% 19,006 $2.1M
Raleigh Capital Management Inc. 0.74% Add +4.5% 18,958 $2.1M
Curi Capital, LLC 0.04% Reduce -3.3% 18,893 $2.1M
Freestone Capital Holdings, LLC 0.06% Reduce -4.3% 18,701 $2.1M
Bailard, Inc. 0.05% Reduce -2.9% 18,612 $2.1M
Canal Capital Management, LLC 0.28% Reduce -76.8% 18,589 $2.1M
Tsfg, LLC 0.32% Reduce -0.5% 18,549 $2.1M
Richmond Investment Services, LLC 0.34% Add +13.2% 18,536 $2.1M
Whitcomb & Hess, Inc. 0.49% Add +1.4% 18,485 $2.1M
Cornerstone Wealth Management, LLC 0.10% Reduce -5.4% 18,422 $2.1M
Klaas Financial Asset Advisors, LLC 0.28% Reduce -0.3% 18,245 $2.1M
Continuum Advisory, LLC 0.20% Add +65.5% 18,172 $2.1M
Proactive Wealth Strategies LLC 0.39% Add +105.8% 18,149 $2.1M
Next Level Private LLC 0.46% Add +11.6% 18,130 $2.1M
Sanchez Gaunt Capital Management, LLC 1.28% — 18,056 $2.0M
BIP Wealth, LLC 0.08% Reduce -17.0% 17,969 $2.0M
Bensler, LLC 0.21% Add +0.9% 17,966 $2.0M
Hopwood Financial Services, Inc. 1.37% Reduce -0.1% 17,913 $2.0M
First Commonwealth Financial Corp 0.32% Reduce -0.9% 17,862 $2.0M
HM Payson & Co. 0.03% Add +0.5% 17,855 $2.0M
Steelhead Wealth Management LLC 1.02% — 17,826 $2.0M
KPP Advisory Services LLC 0.29% Reduce -4.0% 17,823 $2.0M
Ausdal Financial Partners, Inc. 0.09% Reduce -75.3% 17,714 $2.0M
Personal Cfo Solutions, LLC 0.28% New 17,667 $2.0M
Allstreet Capital Advisors LLC 1.48% Reduce -14.1% 17,650 $2.0M
Marino, Stram & Associates LLC 0.36% Reduce -0.1% 17,632 $2.0M
Beacon Advisors Holdings, LLC 1.06% Reduce -5.9% 17,565 $2.0M
Focused Alpha, LLC 0.61% Reduce -5.2% 17,563 $2.0M
Regimen Wealth, LLC 0.58% Reduce -30.7% 17,554 $2.0M
VestGen Investment Management 1.09% Add +6.7% 17,539 $2.0M
Vanguard National Trust Co 0.12% — 17,518 $2.0M
Perennial Investment Advisors, LLC 0.16% Add +8.9% 17,411 $2.0M
Integrated Wealth Management 2.25% Reduce -1.5% 17,343 $2.0M
Wealth Enhancement Trust Services, Inc. 0.24% Add +4.0% 17,314 $2.0M
Inspire Advisors, LLC 0.16% Add +244.3% 17,189 $1.9M
Wedbush Securities Inc. 0.06% Add +9.2% 17,132 $1.9M
Investment Management Corp. /Va/ 1.66% No change 17,098 $1.9M
Aegis Wealth Management, Inc. 1.52% Add +5.6% 17,086 $1.9M
Transamerica Financial Advisors, LLC 0.16% Add +14.5% 17,083 $1.9M
Three Seasons Wealth, LLC 0.74% Reduce -76.9% 17,077 $1.9M
National Bank of Canada 0.00% Reduce -27.9% 17,062 $1.9M
Harvest Investment Services, LLC 0.35% Reduce -0.3% 16,917 $1.9M
Awm Capital, LLC 0.17% Reduce -1.4% 16,890 $1.9M
NorthCoast Asset Management LLC 0.04% Reduce -5.5% 16,787 $1.9M
EFG International AG 0.04% New 16,744 $1.9M
First Command Advisory Services, Inc. 0.01% No change 16,693 $1.9M
Westmount Partners, LLC 0.46% Add +13.0% 16,634 $1.9M
Market Street Wealth Management Advisors LLC 0.30% Reduce -2.0% 16,633 $1.9M
LongView Wealth Management 0.47% Add +12.7% 15,052 $1.9M
Synergy Investment Management, LLC 0.61% Add +11.9% 16,565 $1.9M
Partners Wealth Management, LLC 1.93% Add +2.2% 16,551 $1.9M
Syntegra Private Wealth Group, LLC 0.18% Reduce -0.0% 16,531 $1.9M
McGlone Suttner Wealth Management, Inc. 0.25% Add +0.0% 16,501 $1.9M
Flputnam Investment Management Co. 0.03% Reduce -8.7% 16,494 $1.9M
REDW Wealth LLC 0.74% No change 16,453 $1.9M
Finley Financial, LLC 0.87% No change 16,420 $1.9M
American Investment Services, Inc. 0.41% Reduce -2.4% 16,412 $1.9M
Crestwood Advisors Group, LLC 0.03% Reduce -0.1% 16,390 $1.9M
Dominguez Wealth Management Solutions, Inc. 1.12% Reduce -0.5% 16,389 $1.9M
Tritonpoint Wealth, LLC 0.20% Add +21.6% 16,367 $1.9M
Essex Bank 0.41% Reduce -2.5% 16,227 $1.8M
Aspire Private Capital, LLC 0.41% Add +4.3% 16,217 $1.8M
Eagle Strategies LLC 0.22% Add +4.3% 16,216 $1.8M
Bradley Foster & Sargent Inc. 0.03% Reduce -0.7% 16,162 $1.8M
Parkway Wealth Management Group, LLC 0.23% Add +10.8% 15,117 $1.8M
Signaturefd, LLC 0.03% Add +3.9% 16,034 $1.8M
Sendero Wealth Management, LLC 0.20% Add +0.0% 15,870 $1.8M
PACK Private Wealth, LLC 0.82% Reduce -2.1% 15,857 $1.8M
Becker Capital Management Inc. 0.05% Add +3.1% 15,783 $1.8M
Aprio Wealth Management, LLC 0.10% Add +0.9% 15,763 $1.8M
Insigneo Advisory Services, LLC 0.13% Add +9.3% 15,757 $1.8M
Madison Wealth Partners, Inc 0.28% Reduce -0.7% 15,685 $1.8M
SlateStone Wealth, LLC 0.15% Reduce -3.5% 15,688 $1.8M
Vantage Point Financial LLC 0.62% Add +31.5% 15,644 $1.8M
Helium Advisors LLC 1.69% Reduce -5.4% 15,632 $1.8M
WealthCare Asset Management, LLC 1.88% Reduce -15.7% 15,593 $1.8M
JMG Financial Group, Ltd. 0.05% Reduce -44.6% 15,572 $1.8M
Legacy Advisors, LLC 0.21% No change 15,552 $1.8M
Verity Asset Management, Inc. 0.74% Add +3.4% 15,539 $1.8M
FWG Investments, LLC. 1.12% Add +30.2% 15,521 $1.8M
Towerpoint Wealth, LLC 0.71% Reduce -0.3% 15,521 $1.8M
Pinnacle Bancorp, Inc. 0.52% Reduce -1.9% 15,506 $1.8M
Grey Ledge Advisors, LLC 0.39% Reduce -0.9% 15,464 $1.7M
Venture Visionary Partners LLC 0.06% Reduce -6.0% 15,450 $1.7M
RFG Advisory, LLC 0.03% Add +60.5% 15,361 $1.7M
Axxcess Wealth Management, LLC 0.06% Add +5.7% 15,295 $1.7M
Zhang Financial LLC 0.06% Add +1.0% 15,284 $1.7M
Caliber Wealth Management, LLC / KS 0.19% Add +4.1% 15,217 $1.7M
Hutchens & Kramer Investment Management Group, LLC 0.54% Add +0.4% 15,178 $1.7M
Chicago Partners Investment Group LLC 0.04% Reduce -13.9% 13,246 $1.7M
Burkett Financial Services, LLC 0.58% Add +1.1% 15,066 $1.7M
Fiducient Advisors LLC 0.22% Add +0.1% 15,048 $1.7M
Strategies Wealth Advisors, LLC 0.17% Reduce -7.6% 14,706 $1.7M
Bison Wealth, LLC 0.16% Reduce -7.7% 12,082 $1.7M
Betterment LLC 0.00% Reduce -0.9% 14,654 $1.7M
Park Place Capital Corp 0.33% Reduce -36.6% 14,615 $1.7M
Manchester Capital Management LLC 0.24% Reduce -16.7% 14,574 $1.6M
BBR Partners, LLC 0.09% No change 14,574 $1.6M
Krilogy Financial LLC 0.05% Add +15.8% 13,015 $1.6M
World Equity Group, Inc. 0.43% Add +4.2% 14,506 $1.6M
Neuberger Berman Group LLC 0.00% Reduce -7.4% 14,494 $1.6M
Maripau Wealth Management LLC 0.72% Add +1.1% 14,469 $1.6M
Argent Advisors, Inc. 0.44% Reduce -1.0% 14,405 $1.6M
Angeles Wealth Management, LLC 0.09% No change 14,345 $1.6M
Investor's Fiduciary Advisor Network, LLC 0.50% Reduce -54.5% 14,322 $1.6M
Inspirion Wealth Advisors, LLC 0.20% No change 14,233 $1.6M
Chapin Davis, Inc. 0.36% Add +4.0% 14,112 $1.6M
Cornerstone Advisory, LLC 0.15% Reduce -0.0% 14,085 $1.6M
Versant Capital Management, Inc 0.16% Add +220.0% 14,038 $1.6M
Progressive Investment Management Corp 0.42% No change 14,000 $1.6M
Greenwood Gearhart LLC 0.09% Add +24.9% 13,999 $1.6M
CENTRAL TRUST Co 0.03% Reduce -0.4% 13,906 $1.6M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -12.4% 13,903 $1.6M
Ullmann Wealth Partners Group, LLC 0.16% Reduce -21.1% 13,880 $1.6M
Gemmer Asset Management LLC 0.12% Add +5.4% 13,847 $1.6M
McDonough Capital Management, Inc 0.86% No change 13,840 $1.6M
PFG Investments, LLC 0.07% Add +42.1% 13,830 $1.6M
Sound View Wealth Advisors Group, LLC 0.11% Reduce -0.2% 13,822 $1.6M
Able Wealth Management LLC 0.42% Reduce -0.4% 13,789 $1.6M
Jane Street Group, LLC 0.00% New 13,759 $1.6M
Cary Street Partners Investment Advisory LLC 0.40% Reduce -4.1% 13,751 $1.6M
Howard Capital Management Group, LLC 0.10% Reduce -7.1% 13,750 $1.6M
Insight Advisors, LLC/ PA 0.30% Reduce -0.6% 13,744 $1.6M
White Pine Capital LLC 0.42% No change 13,709 $1.6M
Catalina Capital Group, LLC 0.95% Add +8.6% 13,640 $1.5M
Sandbox Financial Partners, LLC 0.43% Add +0.9% 13,584 $1.5M
Bank of Hawaii 0.08% Add +1.3% 13,542 $1.5M
Burke & Herbert Bank & Trust Co. 0.42% No change 13,526 $1.5M
Silver Grove Financial Group, Inc. 1.23% Add +3.5% 13,511 $1.5M
Dynamic Advisor Solutions LLC 0.05% Add +11.2% 13,494 $1.5M
Resurgent Financial Advisors LLC 0.56% Reduce -0.6% 13,463 $1.5M
South Plains Financial, Inc. 0.88% No change 13,365 $1.5M
Renasant Bank 1.06% Reduce -37.0% 13,302 $1.5M
Wealth Watch Advisors, INC 0.63% Add +5.9% 13,283 $1.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.35% Add +19.9% 13,270 $1.5M
Tulsa Wealth Advisors, INC 0.26% New 13,182 $1.5M
T. Rowe Price Associates Inc. 0.00% New 13,112 $1.5M
Confluence Wealth Services, Inc. 0.06% Reduce -27.3% 13,105 $1.5M
Crewe Advisors LLC 0.13% Add +19.4% 13,029 $1.5M
Summit Financial Strategies, Inc. 0.12% Add +0.1% 13,029 $1.5M
Sageworth Trust Co 0.06% No change 13,000 $1.5M
Quadrant Capital Group LLC 0.04% No change 12,995 $1.5M
1ST Source Bank 0.08% Add +8.6% 12,984 $1.5M
Simmons Bank 0.10% Reduce -2.2% 12,956 $1.5M
West Paces Advisors Inc. 0.28% Add +0.3% 12,948 $1.5M
AdvisorNet Financial, Inc 0.08% Reduce -1.2% 12,903 $1.5M
Veracity Capital LLC 0.52% Add +1.0% 12,891 $1.5M
Saxony Capital Management, LLC 0.84% Reduce -54.2% 12,833 $1.5M
Riversedge Advisors, LLC 0.23% Reduce -1.8% 12,827 $1.5M
Sax Wealth Advisors, LLC 0.07% No change 11,759 $1.4M
Latitude Advisors, LLC 0.66% Add +9.2% 12,740 $1.4M
GWN Securities Inc. 0.27% Add +10.0% 12,655 $1.4M
Storen Legacy Partners, LLC 0.45% New 12,646 $1.4M
Oxinas Partners, LLC 0.65% Add +16.5% 12,635 $1.4M
Cambridge Capital Management, LLC 0.62% Reduce -1.2% 12,626 $1.4M
CVA Family Office, LLC 0.15% Add +2.4% 12,615 $1.4M
Morton Capital Management LLC 0.21% No change 12,607 $1.4M
Washington Trust Bank 0.10% Add +1.9% 12,536 $1.4M
Intesa Sanpaolo Wealth Management 0.35% No change 12,500 $1.4M
New England Private Wealth Advisors LLC 0.16% Add +0.0% 12,463 $1.4M
Formidable Asset Management, LLC 0.22% Add +8.6% 11,362 $1.4M
Buck Wealth Strategies, LLC 0.17% Reduce -5.0% 12,369 $1.4M
Enclave Advisors LLC 0.20% Reduce -1.1% 12,361 $1.4M
Gilliland Jeter Wealth Management LLC 0.41% Add +30.9% 12,353 $1.4M
MKT Advisors LLC 0.47% No change 12,062 $1.4M
Institute for Wealth Management, LLC. 0.15% Add +1.6% 12,312 $1.4M
First National Bank Sioux Falls 0.38% No change 10,967 $1.4M
Cadinha & Co. LLC 0.26% Reduce -2.6% 12,258 $1.4M
Tripletail Wealth Management, LLC 1.87% Reduce -50.3% 11,971 $1.4M
Highland Capital Management, LLC 0.07% Reduce -15.7% 12,130 $1.4M
Intrust Bank NA 0.11% No change 12,112 $1.4M
Semus Wealth Partners LLC 0.76% Add +4.3% 12,087 $1.4M
Cornerstone Wealth Group, LLC 0.09% Reduce -12.4% 10,774 $1.4M
Vision Retirement, LLC 0.39% Reduce -12.4% 12,052 $1.4M
Greenspring Advisors, LLC 0.08% No change 12,044 $1.4M
Lifeworks Advisors, LLC 0.17% Add +2.8% 12,036 $1.4M
Canopy Partners, LLC 0.47% No change 12,036 $1.4M
Arcadia Investment Advisors LLC 0.64% Reduce -0.5% 11,971 $1.4M
Lantern Wealth Advisors, LLC 0.69% Add +23.0% 11,954 $1.4M
Winthrop Capital Management, LLC 0.35% Reduce -11.3% 11,944 $1.4M
Sage Mountain Advisors LLC 0.09% Add +16.0% 11,908 $1.3M
Empower Advisory Group, LLC 0.00% Reduce -24.8% 11,903 $1.3M
Wesbanco Bank Inc. 0.04% Reduce -0.8% 11,847 $1.3M
TCV Trust & Wealth Management, Inc. 0.11% No change 11,796 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +15.8% 11,787 $1.3M
Mma Asset Management LLC 0.47% Add +3.8% 11,770 $1.3M
Tiemann Investment Advisors, LLC 0.52% Reduce -0.8% 11,765 $1.3M
Friday Financial 0.46% No change 11,744 $1.3M
Integrated Investment Consultants, LLC 0.28% Reduce -1.4% 11,717 $1.3M
Accredited Investors Inc. 0.07% Add +152.2% 11,697 $1.3M
Bucket List Wealth Management, LLC 0.80% Reduce -5.0% 11,693 $1.3M
Seeds Investor LLC 0.18% Add +277.5% 10,550 $1.3M
Arcadia Wealth Management, LLC 0.47% Add +25.4% 11,600 $1.3M
Texas Yale Capital Corp. 0.04% No change 11,600 $1.3M
Highview Capital Management LLC 0.48% Reduce -4.8% 11,595 $1.3M
Fortis Capital Advisors, LLC 0.17% Reduce -34.7% 11,576 $1.3M
Murphy, Middleton, Hinkle & Parker, Inc. 0.61% New 11,543 $1.3M
Kessler Investment Group, LLC 0.62% Reduce -0.4% 11,537 $1.3M
LifeSteps Financial, Inc. 0.83% Reduce -0.1% 11,534 $1.3M
SK Wealth Management, LLC 0.36% Reduce -1.5% 11,261 $1.3M
Johnson Financial Group, Inc. 0.05% Reduce -8.3% 11,391 $1.3M
Columbia River Financial Group, LLC 0.75% Add +1.5% 11,392 $1.3M
Churchill Financial Advisors, LLC 0.27% No change 11,378 $1.3M
Rothschild Investment LLC 0.07% Add +0.0% 11,370 $1.3M
Xcelsior Advisor Partners LLC 0.49% Add +4.9% 11,339 $1.3M
Beacon Bridge Wealth Partners, LLC 0.43% Reduce -0.2% 11,292 $1.3M
Flagship Private Wealth, LLC 0.52% Reduce -0.1% 11,274 $1.3M
GatePass Capital, LLC 0.63% Add +3.1% 11,181 $1.3M
Aurora Private Wealth, Inc. 0.90% Reduce -0.4% 10,802 $1.3M
Kestra Investment Management, LLC 0.02% Add +69.5% 11,120 $1.3M
CFM Wealth Partners LLC 0.19% Add +0.6% 11,090 $1.3M
Moss Adams Wealth Advisors LLC 0.09% Reduce -3.5% 11,067 $1.3M
C2C Wealth Management, LLC 1.06% No change 11,052 $1.3M
Pacific Excel Wealth Advisors, Inc. 1.30% Add +69.3% 10,928 $1.2M
Florida Trust Wealth Management Co 0.03% Add +2.5% 10,878 $1.2M
Qube Research & Technologies Ltd 0.00% Add +19.4% 10,875 $1.2M
TCP Asset Management, LLC 0.16% Reduce -93.2% 10,865 $1.2M
Taylor Financial Group, Inc. 0.74% No change 10,856 $1.2M
Daybright Advisory Services, Inc. 0.34% Reduce -7.1% 10,819 $1.2M
Cooper Financial Group 0.12% Add +0.3% 10,784 $1.2M
Idaho Trust Co 0.40% No change 10,760 $1.2M
TCTC Holdings, LLC 0.03% Add +165.8% 10,725 $1.2M
Talisman Wealth Advisors LLC 0.98% Add +17.9% 10,718 $1.2M
Wick Capital Partners, LLC 0.22% Add +107.0% 11,655 $1.2M
Hollencrest Capital Management 0.04% No change 10,645 $1.2M
Stockman Wealth Management, Inc. 0.13% No change 10,629 $1.2M
LaSalle St. Investment Advisors, LLC 0.17% Reduce -0.9% 10,620 $1.2M
Ofc Financial Planning, LLC 1.18% No change 10,598 $1.2M
Sonoma Allocations LLC 0.41% Add +0.1% 10,388 $1.2M
KWB Wealth 0.12% No change 9,711 $1.2M
Hilton Head Capital Partners, LLC 0.67% Add +25626.8% 10,548 $1.2M
Henrickson Nauta Wealth Advisors, Inc. 0.33% Reduce -50.4% 10,499 $1.2M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -6.0% 10,486 $1.2M
SMART Wealth LLC 0.35% Add +95.9% 10,462 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +2.8% 10,423 $1.2M
Optivise Advisory Services LLC 0.71% Reduce -36.4% 10,401 $1.2M
Pennsylvania Capital Management Inc. 0.34% No change 10,356 $1.2M
LexAurum Advisors, LLC 0.15% — 10,355 $1.2M
Focused Wealth Management, Inc 0.12% Reduce -0.1% 10,336 $1.2M
Facet Wealth, Inc. 0.02% Reduce -3.6% 10,260 $1.2M
First National Trust Co 0.04% Reduce -2.0% 10,257 $1.2M
Forte Asset Management LLC 0.51% No change 10,250 $1.2M
McHugh Group, LLC 0.69% No change 10,250 $1.2M
Fortress Financial Group, LLC 0.85% No change 10,215 $1.2M
Pacific Sun Financial Corp 0.56% Add +2.2% 10,208 $1.2M
Chilton Investment Co. Inc. 0.03% Add +10.0% 10,202 $1.2M
Ritter Daniher Financial Advisory LLC / DE 0.20% Reduce -2.2% 10,201 $1.2M
Pure Financial Advisors, LLC 0.02% Add +12.9% 10,176 $1.2M
Union Savings Bank 0.50% Reduce -0.5% 10,170 $1.2M
Rockwood Wealth Management, LLC 0.08% Add +3.2% 10,150 $1.1M
Berman McAleer LLC 0.16% No change 10,145 $1.1M
Ballast Rock Private Wealth LLC 0.63% Add +0.0% 10,143 $1.1M
Provenance Wealth Advisors, LLC 0.12% No change 10,109 $1.1M
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -3.9% 10,096 $1.1M
Archford Capital Strategies, LLC 0.13% No change 10,094 $1.1M
Victory Capital Management Inc. 0.00% Add +74.9% 10,079 $1.1M
One Day In July LLC 0.09% Add +0.0% 10,053 $1.1M
Relyea Zuckerberg Hanson LLC 0.11% Add +128.6% 9,996 $1.1M
Brasada Capital Management, LP 0.21% Reduce -1.7% 9,813 $1.1M
Brookwood Investment Group LLC 0.14% Reduce -4.3% 9,934 $1.1M
Moneywise, Inc. 0.49% Add +11.3% 9,910 $1.1M
Gallagher Fiduciary Advisors, LLC 0.04% Add +4.0% 9,842 $1.1M
Americana Partners, LLC 0.03% Add +1.8% 9,769 $1.1M
Eaton-Cambridge Inc. 0.34% No change 9,739 $1.1M
Robinson Smith Wealth Advisors LLC 0.74% No change 9,736 $1.1M
Thrive Wealth Management, LLC 0.16% Reduce -0.9% 9,734 $1.1M
LTG Capital LLC 0.84% Reduce -0.6% 9,716 $1.1M
Weaver Consulting Group 0.26% Add +45.1% 9,713 $1.1M
Blue Bell Private Wealth Management, LLC 0.16% Reduce -0.0% 9,706 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.06% No change 9,704 $1.1M
Azimuth Capital Investment Management LLC 0.04% Add +3.5% 9,655 $1.1M
Vident Advisory, LLC 0.01% Add +7.3% 9,628 $1.1M
Clarity Asset Management, Inc. 0.55% Reduce -35.6% 9,592 $1.1M
Private Wealth Management Group, LLC 0.28% Reduce -9.1% 9,588 $1.1M
Clayton Financial Group LLC 0.56% Add +0.0% 9,577 $1.1M
Lakeridge Wealth Management LLC 0.47% Reduce -3.3% 9,576 $1.1M
Empirical Asset Management, LLC 0.29% Add +0.8% 9,557 $1.1M
Atlantic Union Bankshares Corp 0.02% Reduce -23.1% 9,551 $1.1M
Russell Investments Group, Ltd. 0.00% Add +9.1% 9,536 $1.1M
Parkside Financial Bank & Trust 0.08% Add +0.0% 9,535 $1.1M
Breachway Investments LLC 1.03% Add +2.1% 9,314 $1.1M
Sterling Investment Advisors LLC 0.52% Add +3.6% 9,519 $1.1M
Capital Planning Advisors, LLC 0.16% No change 9,507 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 8,880 $1.1M
Pitcairn Wealth Advisors LLC 0.10% Reduce -23.2% 8,692 $1.1M
Oakworth Capital, Inc. 0.06% Add +0.3% 9,426 $1.1M
CNB Bank 0.45% No change 9,400 $1.1M
Ironwood Investment Counsel, LLC 0.15% Reduce -0.6% 9,390 $1.1M
IFG Advisors, LLC 0.17% Reduce -4.7% 9,354 $1.1M
Greenup Street Wealth Management LLC 0.15% Reduce -7.8% 9,321 $1.1M
Seneca House Advisors 0.42% Reduce -0.3% 9,314 $1.1M
KFA Private Wealth Group, LLC 0.25% Add +2.1% 9,299 $1.1M
Consilio Wealth Advisors, LLC 0.31% Reduce -0.3% 9,291 $1.1M
Montag A & Associates Inc. 0.05% No change 9,258 $1.0M
Evolution Wealth Advisors, LLC 0.11% Reduce -10.1% 9,256 $1.0M
Burns J W & Co. Inc. 0.12% Reduce -1.4% 9,255 $1.0M
Crescent Grove Advisors, LLC 0.10% No change 9,251 $1.0M
MN Wealth Advisors, LLC 0.51% Add +2.7% 9,217 $1.0M
Blankinship & Foster, LLC 0.23% Reduce -9.9% 9,212 $1.0M
Pacific Point Advisors, LLC 0.55% No change 9,200 $1.0M
Beacon Investment Advisors LLC 0.39% No change 9,200 $1.0M
J. Safra Sarasin Holding AG 0.02% No change 9,500 $1.0M
RCS Financial Planning, LLC 0.53% Reduce -74.7% 9,099 $1.0M
Verum Partners LLC 0.20% Add +0.1% 9,086 $1.0M
Curry Webb Wealth Management LLC 0.48% Reduce -9.2% 9,066 $1.0M
Aaron Wealth Advisors LLC 0.06% No change 9,003 $1.0M
Tompkins Financial Corp. 0.08% Reduce -12.3% 8,990 $1.0M
MCF Advisors LLC 0.04% Add +158.8% 8,968 $1.0M
Beacon Financial Group 0.10% Reduce -4.4% 8,953 $1.0M
Neumann Capital Management, LLC 0.30% No change 8,950 $1.0M
TL Private Wealth 0.40% Reduce -18.8% 8,364 $1.0M
Legacy Wealth Partners, LLC 0.25% Reduce -4.7% 8,919 $1.0M
Clark Capital Management Group, Inc. 0.01% Reduce -14.2% 8,914 $1.0M
Reynders McVeigh Capital Management, LLC 0.05% No change 8,895 $1.0M
Moneco Advisors, LLC 0.08% Add +1.3% 8,854 $1.0M
Sigma Investment Counselors Inc. 0.05% Add +13.5% 8,843 $1.0M
Hyundai Investments Co., Ltd. 1.12% Add +34.0% 9,169 $997K
FFT Wealth Management LLC 0.18% Reduce -2.8% 8,810 $997K
SageView Advisory Group, LLC 0.04% Add +15.1% 8,784 $994K
NorthLanding Financial Partners, LLC 0.80% Add +0.1% 8,752 $990K
71 West Capital Partners 0.04% No change 8,708 $985K
SeaCrest Wealth Management, LLC 0.10% Add +24.5% 8,668 $980K
CRA Financial Services, LLC 0.13% Add +1.9% 8,665 $980K
Sage Financial Management Group, Inc. 0.30% Reduce -1.9% 8,657 $979K
TD Waterhouse Canada Inc. 0.00% Add +0.3% 8,564 $978K
Balefire, LLC 0.18% New 8,599 $973K
Processus Wealth & Capital Management, LLC 0.66% Add +4.7% 8,594 $972K
Deutsche Bank AG 0.00% Reduce -45.1% 8,574 $970K
Milestone Asset Management Group, LLC 0.57% Reduce -3.9% 8,555 $968K
Balance Wealth Partners LLC 0.30% Add +0.4% 8,506 $962K
4J Wealth Management LLC 0.54% Reduce -0.2% 8,461 $957K
Grandfield & Dodd, LLC 0.05% No change 8,433 $954K
FSM Wealth Advisors, LLC 0.12% Add +0.5% 8,384 $948K
Founders Financial Securities LLC 0.05% Reduce -10.2% 7,884 $947K
Watershed Private Wealth LLC 0.29% Reduce -1.9% 8,351 $945K
Tarbox Family Office, Inc. 0.15% No change 8,323 $941K
Durante & Waters, LLC 0.68% No change 8,300 $939K
GDS Wealth Management 0.06% Add +8.3% 8,295 $938K
Salem Investment Counselors Inc. 0.03% Add +1.3% 8,220 $930K
Kiley Juergens Wealth Management, LLC 0.16% New 8,194 $927K
Chancellor Financial Group WB LP 0.66% Reduce -3.0% 8,185 $926K
Apollon Financial, LLC 0.13% Add +0.1% 8,167 $924K
American Financial Advisors, LLC 0.12% Reduce -1.7% 8,123 $919K
JNBA Financial Advisors 0.08% Reduce -7.6% 8,113 $918K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.11% Add +9.6% 8,105 $917K
Rossby Financial, LCC 0.19% Add +9.2% 7,947 $911K
Atticus Wealth Management, LLC 0.24% Reduce -9.5% 7,986 $903K
Federation des caisses Desjardins du Quebec 0.00% Reduce -2.0% 7,982 $903K
Shepherd Kaplan Krochuk, LLC 0.75% No change 7,939 $898K
HUB Investment Partners, LLC 0.02% Add +10.8% 7,931 $897K
Capital Investment Advisors, LLC 0.01% Reduce -2.9% 7,929 $897K
McKinley Carter Wealth Services, Inc. 0.05% Add +0.0% 7,883 $892K
QTR Family Wealth, LLC 0.37% Reduce -1.3% 7,143 $891K
First National Bank & Trust Co. of Newtown 0.19% No change 7,859 $889K
Game Plan Financial Advisors, LLC 0.41% Reduce -13.2% 7,846 $887K
Two Sigma Securities, LLC 0.10% Add +10.7% 7,839 $887K
Lifestyle Asset Management, Inc. 0.29% Reduce -70.4% 7,819 $884K
Financial Partners Group, Inc 0.11% Add +0.0% 7,800 $882K
Stock Yards Bank & Trust Co. 0.03% Reduce -5.2% 7,798 $882K
KRM Wealth Management L.L.C. 0.46% Add +0.2% 7,765 $878K
Stratos Investment Management, LLC 0.04% Reduce -11.6% 7,759 $878K
MidAtlantic Capital Management, Inc. 0.60% No change 7,744 $876K
Quartz Partners, LLC 0.34% Reduce -7.2% 7,738 $875K
Iams Wealth Management, LLC 0.30% Reduce -22.4% 7,697 $871K
Arbor Investment Advisors, LLC 0.11% No change 7,685 $869K
Atlatl Advisers LLC 0.64% Reduce -49.1% 7,668 $867K
Evolution Wealth Management Inc. 0.63% Reduce -7.0% 7,622 $862K
Tidemark, LLC 0.22% Add +0.6% 7,612 $861K
Welch & Forbes LLC 0.01% Reduce -2.3% 7,589 $858K
Childress Capital Advisors, LLC 0.15% Add +61.4% 7,588 $858K
HighPoint Advisor Group LLC 0.04% Reduce -16.1% 7,564 $856K
RMG Wealth Management LLC 0.10% New 6,275 $855K
Coastal Bridge Advisors, LLC 0.06% Add +1.4% 7,542 $853K
Chesley Taft & Associates LLC 0.04% No change 7,521 $851K
FLP Wealth Management, LLC 1.75% Add +22.6% 7,508 $849K
CWA Asset Management Group, LLC 0.03% Add +6.4% 7,451 $843K
Plante Moran Financial Advisors, LLC 0.05% Add +52.1% 7,434 $841K
Optiver Holding B.V. 0.03% New 7,426 $840K
City Holding Co. 0.10% Reduce -5.7% 7,415 $839K
Gerald Baker Financial Group LLC 0.27% — 7,414 $839K
NCM Capital Management, LLC 0.30% No change 7,393 $836K
Bank of Stockton 0.26% Reduce -8.1% 7,377 $834K
Blue Capital, Inc. 0.54% Add +7.2% 7,373 $834K
Verus Wealth Management, LLC 0.77% No change 7,368 $833K
Middleton & Co. Inc. 0.10% Add +1.0% 7,365 $833K
Annis Gardner Whiting Capital Advisors, LLC 0.13% Add +14.9% 7,353 $832K
Farmers National Bank 0.18% No change 7,332 $829K
Cape Investment Advisory, Inc. 0.28% Add +22.7% 7,330 $829K
Elevated Capital Advisors, LLC 0.21% Reduce -6.0% 7,324 $828K
All Terrain Financial Advisors, LLC 0.26% No change 7,318 $828K
Meridian Management Co. 0.20% No change 7,272 $823K
Vanguard Advisers Inc. 0.00% — 7,260 $821K
Capital Group Private Client Services, Inc. 0.01% Reduce -4.3% 7,212 $816K
HMS Capital Management, LLC 0.32% No change 7,210 $816K
Foster Dykema Cabot & Partners, LLC 0.05% Reduce -10.5% 7,197 $814K
Buska Wealth Management, LLC 0.33% Reduce -13.6% 7,192 $813K
Meramec Financial Planners, LLC 0.32% Add +0.6% 6,364 $813K
HCR Wealth Advisors 0.08% Add +1.8% 7,171 $811K
BDFS Capital LLC 0.39% Reduce -0.1% 7,152 $809K
Advisor OS, LLC 0.06% New 7,132 $807K
Norden Group LLC 0.08% Reduce -9.5% 7,124 $806K
Single Point Partners, LLC 0.16% No change 7,121 $805K
Fidelis Capital Partners, LLC 0.06% Reduce -8.1% 7,119 $805K
Brio Consultants, LLC 0.10% Reduce -0.1% 6,111 $803K
Strategic Family Wealth Counselors, L.L.C. 0.21% No change 7,096 $803K
Vigil Wealth Management, LLC 0.65% No change 7,091 $802K
Councilor Wealth, LLC 0.39% Add +0.0% 7,075 $800K
Investment Research & Advisory Group, Inc. 0.28% Add +0.1% 7,074 $800K
Roman Butler Fullerton & Co. 0.22% Reduce -75.1% 6,714 $800K
Davis R M Inc. 0.01% Reduce -2.5% 7,063 $799K
Birch Hill Investment Advisors LLC 0.04% No change 7,051 $798K
TFO Wealth Partners, LLC 0.11% Add +0.0% 7,050 $797K
Evergreen Private Wealth LLC 0.32% Add +7.7% 7,045 $797K
NWF Advisory Services Inc. 0.09% Add +18.6% 7,022 $794K
Legend Capital Advisors LLC 0.50% No change 7,020 $794K
Bank of New Hampshire 0.18% Reduce -2.1% 7,012 $793K
Jackson, Grant Investment Advisers, Inc. 0.26% Add +0.1% 7,008 $793K
ASL Financial, LLC 0.63% Add +22.4% 6,987 $790K
Harvey Capital Management Inc. 0.18% No change 6,975 $789K
Activest Wealth Management 0.14% No change 6,950 $786K
GEN Financial Management, INC. 0.48% Add +5.8% 6,912 $782K
Foguth Wealth Management, LLC. 0.09% Add +51.0% 5,569 $782K
Key Capital Management, INC 0.51% Add +162.5% 6,893 $780K
Wallington Asset Management, LLC 0.10% Reduce -8.6% 6,890 $779K
Opal Wealth Advisors, LLC 0.18% Reduce -12.3% 6,887 $779K
Mainstream Capital Management LLC 0.52% Add +0.1% 6,876 $778K
Certuity, LLC 0.05% Add +11.9% 6,854 $775K
Geometric Wealth Advisors 0.10% No change 6,832 $773K
Manhattan West Asset Management, LLC 0.15% Reduce -3.9% 6,785 $767K
Leslie Global Wealth, LLC 0.40% Reduce -53.4% 6,766 $765K
Fifth Third Wealth Advisors LLC 0.03% Add +42.5% 6,766 $765K
Oxler Private Wealth LLC 0.24% Add +0.1% 6,764 $765K
Old Port Advisors 0.18% Reduce -3.2% 6,754 $764K
Castle Wealth Management LLC 0.25% Reduce -0.6% 6,726 $761K
Affinity Capital Advisors, LLC 0.11% Reduce -0.5% 6,697 $757K
Meridian Wealth Management, LLC 0.03% Reduce -1.4% 6,696 $757K
Stephen J. Garry & Associates, LLC 0.61% Reduce -8.2% 6,690 $757K
Catalyst Financial Partners LLC 0.09% Reduce -19.2% 6,674 $755K
Lane Brothers & Co. Inc. 0.55% Reduce -4.7% 6,654 $753K
Van Hulzen Asset Management, LLC 0.06% Reduce -4.4% 6,653 $753K
Legacy Capital Group California, Inc. 0.29% Add +7.5% 6,652 $752K
Strategy Asset Managers LLC 0.12% Add +0.7% 6,616 $748K
Everhart Financial Group, Inc. 0.06% Add +0.3% 6,614 $748K
Sandhill Capital Partners LLC 0.06% New 6,606 $747K
Elevation Wealth Management LLC 0.69% Add +1.5% 6,599 $746K
Aureum Wealth Management, LLC 0.52% Add +1.8% 6,599 $746K
Strategic Equity Management 0.28% Add +26.1% 6,555 $741K
Trust Co of the South 0.12% Reduce -7.6% 6,543 $740K
Dimension Capital Management LLC 0.10% No change 6,490 $734K
Westfield Capital Management Co. LP 0.00% New 6,487 $734K
ProVise Management Group, LLC 0.05% Reduce -0.7% 6,476 $733K
Madson Wealth Advisors Inc 0.61% — 6,467 $732K
tru Independence LLC 0.36% Add +0.4% 6,431 $727K
Total Clarity Wealth Management, Inc. 0.17% Reduce -11.0% 6,422 $726K
One Wealth Management Investment & Advisory Services, LLC 0.87% Add +0.2% 6,420 $726K
BAM Wealth Management, LLC 0.54% Add +10.9% 6,420 $726K
Pinnacle Family Advisors, LLC 0.34% Add +3.0% 6,413 $725K
Woodmont Investment Counsel LLC 0.04% No change 6,413 $725K
Annandale Capital, LLC 0.12% Reduce -7.8% 6,412 $725K
Brand Asset Management Group, Inc. 0.19% Add +24.7% 6,406 $725K
HORAN Wealth, LLC 0.07% Add +100.0% 5,934 $724K
Baker Avenue Asset Management, LP 0.02% No change 6,383 $722K
Park National Corp. 0.02% Reduce -2.6% 6,371 $721K
Claro Advisors Inc. 0.09% Reduce -3.5% 6,362 $720K
Dakota Wealth Management 0.02% Add +0.5% 6,356 $719K
Williams Jones Wealth Management, LLC. 0.01% No change 6,338 $717K
Guyasuta Investment Advisors Inc. 0.04% No change 6,324 $715K
Sentinel Advisory Group, LLC 0.35% — 6,322 $715K
Mitchell McLeod Pugh & Williams Inc. 0.11% No change 6,320 $715K
Integrated Capital Management, LLC 0.30% Add +0.1% 6,318 $715K
Wimmer Associates 1, LLC 0.35% No change 6,300 $713K
Journey Strategic Wealth LLC 0.02% Add +0.4% 6,291 $712K
Town Capital LLC 0.57% Reduce -74.3% 6,269 $709K
Monograph Wealth Advisors, LLC 0.07% No change 6,256 $708K
Midwest Capital Advisors, LLC 0.33% No change 6,248 $707K
ABLE Financial Group, LLC 0.14% No change 6,247 $707K
Fulcrum Equity Management 0.69% Add +3.0% 6,222 $704K
New Republic Capital, LLC 0.24% Reduce -8.2% 6,206 $702K
Clark Wealth Partners 0.47% Reduce -2.4% 6,183 $699K
Legacy Edge Advisors, LLC 0.07% Reduce -0.7% 6,175 $698K
CGN Advisors LLC 0.06% No change 6,169 $698K
Caprock Group, LLC 0.02% Reduce -1.6% 6,127 $693K
Flagship Harbor Advisors, LLC 0.03% Add +2.2% 6,123 $693K
Intergy Private Wealth, LLC 0.20% Reduce -4.4% 6,121 $692K
Manning & Napier Advisors LLC 0.01% Add +41.9% 6,114 $692K
Keel Point, LLC 0.05% Add +1.0% 6,105 $690K
SkyOak Wealth, LLC 0.13% No change 6,104 $690K
Solano Wealth Investment Advisors LLC 0.34% No change 6,101 $690K
Laurel Wealth Advisors LLC 0.07% Reduce -8.9% 5,072 $689K
NBT Bank, N.A. 0.05% Reduce -0.4% 6,088 $689K
Plancorp, LLC 0.02% No change 5,689 $687K
Balboa Wealth Partners 0.12% Reduce -49.0% 6,066 $686K
Journey Advisory Group, LLC 0.06% Reduce -1.5% 6,018 $681K
Berger Financial Group, Inc 0.04% Add +0.1% 6,009 $680K
Valpey Financial Services, LLC 0.44% Add +3.9% 6,003 $679K
Fiduciary Trust Co 0.01% Reduce -4.8% 5,984 $677K
Ascentis Independent Advisors 0.05% New 5,969 $675K
Bluesphere Advisors LLC 0.24% Add +208.7% 5,952 $673K
Rinkey Investments 0.17% Reduce -0.2% 5,924 $670K
First County Bank 0.36% Reduce -11.9% 5,878 $665K
Bare Financial Services, Inc 0.18% Reduce -1.4% 5,872 $664K
Welch Group, LLC 0.02% Reduce -25.6% 5,857 $662K
Wealthquest Corp 0.05% Reduce -1.4% 5,846 $661K
First Nebraska Trust Co 0.06% Reduce -36.2% 5,812 $657K
Grove Bank & Trust 0.07% Add +108.9% 5,810 $657K
Lockerman Financial Group, Inc. 1.18% Add +43.8% 5,803 $656K
Tennessee Valley Asset Management Partners 0.09% Add +78.5% 5,765 $652K
Silverlake Wealth Management LLC 0.14% Add +59.0% 5,761 $652K
Bedminster, LLC 0.61% Reduce -25.6% 5,757 $651K
Tortoise Investment Management, LLC 0.05% Add +0.0% 5,724 $647K
Baker Tilly Wealth Management, LLC 0.16% Reduce -10.1% 5,680 $642K
Oxford Wealth Group, LLC 0.35% Reduce -82.5% 5,675 $642K
Diversified Enterprises, LLC 0.04% Reduce -1.7% 5,662 $640K
PUREfi Wealth, LLC 0.42% Add +2.2% 5,646 $639K
Amplius Wealth Advisors, LLC 0.05% Add +0.1% 5,644 $638K
Garde Capital, Inc. 0.04% Add +6.3% 5,632 $637K
Fiscal Wisdom Wealth Management, LLC 0.61% Add +29.2% 5,631 $637K
CWS Financial Advisors, LLC 0.16% Reduce -2.0% 5,610 $635K
Prudential PLC 0.00% Reduce -68.2% 5,600 $633K
Conservest Capital Advisors, Inc. 0.06% No change 5,594 $633K
Disciplined Investments, LLC 0.23% No change 5,578 $631K
River Street Advisors LLC 0.21% Add +5.7% 5,576 $631K
BCGM Wealth Management, LLC 0.16% Add +5.3% 5,571 $630K
Altfest L J & Co. Inc. 0.07% No change 5,566 $630K
Loomis Sayles & Co. L P 0.00% Add +66.2% 5,544 $627K
Staley Capital Advisers Inc. 0.03% No change 5,534 $626K
Fulton Bank, N.A. 0.02% No change 5,534 $626K
Ramiah Investment Group 0.55% Reduce -78.7% 5,527 $625K
Life Line Wealth Management LLC 0.28% Add +32.4% 5,508 $623K
Gradient Investments LLC 0.01% Add +81.2% 5,498 $622K
Colton Groome Financial Advisors, LLC 0.18% Reduce -9.3% 5,493 $621K
IMC-Chicago, LLC 0.01% New 5,485 $620K
ORBA Wealth Advisors, L.L.C. 0.74% No change 5,478 $620K
Oppenheimer Asset Management Inc. 0.01% Add +7.7% 5,463 $618K
Clarendon Private LLC 0.47% Add +3.6% 5,441 $615K
Scotia Capital Inc. 0.00% Reduce -36.3% 5,417 $613K
Main Street Financial Solutions, LLC 0.04% Add +21.8% 5,416 $613K
Stone Wealth Partners 0.55% Add +59.0% 5,403 $611K
Dynamic Financial Group 0.50% Add +0.0% 5,390 $610K
Quadcap Wealth Management, LLC 0.07% Add +1.7% 5,386 $609K
Brandywine Oak Private Wealth LLC 0.05% No change 5,385 $609K
Smith Chas P & Associates Pa Cpas 0.03% Reduce -5.6% 5,363 $607K
Gradient Capital Advisors, LLC 0.16% No change 5,352 $605K
Brown Miller Wealth Management, LLC 0.17% Add +12.7% 5,339 $604K
Investors Research Corp 0.12% Add +13.9% 5,339 $604K
Principle Wealth Partners LLC 0.03% No change 5,319 $602K
Bank of Nova Scotia 0.00% No change 5,280 $597K
Old North State Trust, LLC 0.35% No change 5,268 $596K
Strathmore Capital Advisors, Inc. 0.17% New 4,585 $595K
Oakwell Private Wealth Management, LLC 0.11% No change 5,240 $593K
Palisade Asset Management, LLC 0.06% Add +2.5% 5,234 $592K
WNY Asset Management, LLC 0.06% — 5,225 $591K
KRS Capital Management, LLC 0.36% No change 5,222 $591K
Eldridge Investment Advisors, Inc. 0.13% No change 5,200 $588K
Trilogy Capital Inc. 0.03% Add +24.8% 5,193 $587K
Equitable Trust Co. 0.03% No change 5,177 $586K
Annex Advisory Services, LLC 0.01% No change 5,170 $585K
Oak Harvest Investment Services 0.06% Reduce -2.2% 5,166 $584K
Tiaa Trust, National Association 0.04% Reduce -94.5% 5,146 $582K
Courage Miller Partners, LLC 0.16% Reduce -0.5% 5,140 $581K
Curtis Advisory Group, LLC 0.13% No change 5,139 $581K
Parthenon LLC 0.07% No change 5,136 $581K
Planning Center, Inc. 0.06% No change 5,136 $581K
Sfmg, LLC 0.04% Add +1.5% 5,111 $578K
Sage Financial Group Inc. 0.04% No change 5,111 $578K
Segment Wealth Management, LLC 0.03% No change 5,096 $576K
Community Bank, N.A. 0.07% Reduce -20.0% 5,092 $576K
Enzi Wealth 0.20% No change 5,091 $576K
United Community Bank 0.19% Reduce -1.8% 5,087 $575K
Base Wealth Management LLC 0.32% Reduce -0.3% 5,085 $575K
Meeder Advisory Services, Inc. 0.02% Add +27.1% 5,080 $575K
Objective Capital Management, LLC 0.58% Add +0.0% 5,053 $572K
Trust Co. of Toledo NA 0.05% Add +2.5% 5,030 $569K
Garrison Point Advisors, LLC 0.26% Reduce -0.2% 5,025 $568K
Landing Point Financial Group, LLC 0.27% Add +57.4% 5,006 $566K
GenTrust, LLC 0.02% No change 5,000 $566K
Prism Planning Partners LLC 0.67% Reduce -2.2% 4,999 $565K
Huntleigh Advisors, Inc. 0.10% Reduce -23.2% 4,983 $564K
Genesis Wealth Advisors, LLC 0.38% Reduce -0.5% 4,977 $563K
Laurel Oak Wealth Management, LLC 0.09% Add +46.2% 4,939 $559K
Principal Financial Group Inc. 0.00% New 4,929 $558K
Samalin Investment Counsel, LLC 0.20% Add +0.1% 4,896 $554K
Canandaigua National Corp. 0.05% — 4,887 $553K
Stirlingshire Investments, Inc. 0.48% Reduce -1.1% 4,878 $552K
Level Wealth Management LLC 0.26% No change 4,876 $552K
Front Row Advisors LLC 0.19% Reduce -3.9% 4,872 $551K
Pictet North America Advisors SA 0.05% No change 4,872 $551K
Vicus Capital 0.04% Reduce -18.5% 4,861 $550K
49 Wealth Management, LLC 0.04% Reduce -3.0% 4,838 $547K
JGP Wealth Management, LLC 0.06% No change 4,836 $547K
Accurate Wealth Management, LLC 0.07% Reduce -9.6% 4,530 $547K
Good Harbor Advisors, Inc. 0.60% Reduce -1.2% 4,820 $546K
Francis Financial, Inc. 0.10% Add +2.1% 4,818 $545K
New Age Alpha Advisors, LLC 0.03% Reduce -1.9% 4,816 $545K
WealthBridge Capital Management, LLC 0.13% Reduce -7.5% 4,810 $544K
Blackston Financial Advisory Group, LLC 0.34% Reduce -1.3% 4,800 $543K
Impact Partnership Wealth, LLC 0.07% Add +55.9% 4,778 $540K
Goldstein Advisors, LLC 0.06% Add +4.6% 4,764 $539K
Family Manage LLC 0.06% Reduce -6.0% 4,750 $537K
Howard Financial Services, LTD. 0.06% Add +0.1% 4,736 $536K
Seascape Capital Management 0.15% No change 4,716 $533K
WT Wealth Management 0.16% No change 4,704 $532K
Curbstone Financial Management Corp 0.10% Reduce -5.0% 4,700 $532K
McLean Asset Management Corp 0.09% Add +0.1% 4,673 $529K
Capital Squared Financial LLC 0.40% Add +0.6% 4,668 $528K
Rubicon Advisors, GP 0.47% No change 4,665 $528K
VeraBank, N.A. 0.10% Reduce -7.9% 4,659 $527K
SwitchPoint Financial Planning, LLC 0.36% No change 4,656 $527K
Unique Wealth, LLC 0.07% Add +1.0% 4,645 $525K
Horizon Wealth Management, LLC 0.08% Reduce -0.5% 4,638 $525K
Petix & Botte Co 0.23% Reduce -50.2% 4,637 $524K
Fusion Capital, LLC 0.14% Reduce -3.2% 4,634 $524K
New World Advisors LLC 0.09% Reduce -0.2% 4,613 $522K
Mengis Capital Management, Inc. 0.09% Reduce -1.0% 4,610 $522K
Aspen Investment Management Inc 0.16% Add +1.2% 4,610 $521K
One Capital Management, LLC 0.01% No change 4,595 $520K
Raab & Moskowitz Asset Management LLC 0.12% Reduce -4.2% 4,588 $519K
Verdence Capital Advisors LLC 0.03% Reduce -5.5% 4,565 $516K
Brown Wealth Management, LLC 0.13% Add +3.4% 4,558 $516K
BOS Asset Management, LLC 0.13% No change 4,548 $514K
Fairway Wealth LLC 0.14% No change 4,525 $512K
Edgestream Partners, L.P. 0.02% Reduce -16.6% 4,517 $511K
Independent Wealth Network Inc. 0.15% Add +1.3% 4,513 $511K
Pine Valley Investments Ltd Liability Co 0.02% Add +11.6% 4,508 $510K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -3.0% 4,503 $509K
Sequent Planning LLC 0.12% Add +17.6% 4,482 $507K
Gutierrez Wealth Advisory, LLC 0.31% Reduce -2.5% 4,463 $505K
Floyd Financial Group LLC 0.34% No change 3,986 $504K
Beaumont Financial Advisors, LLC 0.03% No change 4,452 $504K
Fort Point Capital Partners LLC 0.07% Add +10.1% 4,444 $503K
Wealthstar Advisors, LLC 0.30% Add +1.0% 4,439 $502K
Truefg, LLC 0.13% No change 4,437 $502K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 4,437 $502K
Canvas Wealth Advisors, LLC 0.09% Reduce -1.8% 4,426 $501K
GAMMA Investing LLC 0.02% Reduce -35.9% 4,414 $499K
Indivisible Partners 0.04% No change 4,393 $497K
Visionary Wealth Advisors 0.02% Add +1.1% 4,385 $496K
TrueWealth Advisors, LLC 0.12% Add +1.3% 4,374 $495K
Plan Group Financial, LLC 0.12% Add +128.8% 4,364 $494K
N.E.W. Advisory Services LLC 0.04% Add +3.3% 4,356 $493K
Legacy Bridge, LLC 0.19% Add +1.2% 4,355 $493K
Family Office Research LLC 0.21% Reduce -1.5% 4,350 $492K
Condor Capital Management 0.04% Reduce -0.2% 4,338 $491K
Sageworth Trust Co of South Dakota 0.39% No change 4,330 $490K
Oak Wealth Advisors LLC 0.27% Reduce -16.4% 4,325 $489K
Novus Advisors, LLC 1.09% Add +8.2% 4,319 $489K
Bar Harbor Wealth Management 0.03% Reduce -17.6% 4,316 $488K
MWA Asset Management 0.27% Reduce -2.8% 4,290 $485K
Bank Ozk 0.17% Reduce -0.3% 4,268 $483K
O'Connor Financial Group LLC 0.20% Add +1.0% 4,250 $481K
Elm Partners Management LLC 0.02% Add +0.1% 4,410 $479K
Wagner Wealth Management, Corp 0.43% Reduce -48.5% 4,227 $478K
Hiley Hunt Wealth Management 0.21% Reduce -0.5% 4,209 $476K
GreatBanc Trust CO 0.33% Reduce -4.5% 4,200 $475K
Eagle Rock Investment Company, LLC 0.07% No change 4,200 $475K
Patten & Patten Inc. 0.03% Reduce -2.3% 4,191 $474K
Johnson Financial Group, LLC 0.03% Reduce -7.3% 4,188 $474K
Gibbs Wealth Management 0.06% Add +55.5% 4,185 $473K
PSI Advisors, LLC 0.11% Add +76.8% 4,174 $472K
IFC Advisors LLC 0.07% Reduce -16.1% 4,172 $472K
Gill Capital Partners, LLC 0.14% No change 4,171 $472K
RVW Wealth, LLC 0.04% Add +17.8% 4,154 $470K
GLOBALT Investments LLC / GA 0.02% No change 4,154 $470K
Old Second National Bank of Aurora 0.10% No change 4,151 $470K
Insight Wealth Strategies, LLC 0.05% Add +0.1% 4,149 $469K
Bogart Wealth, LLC 0.02% Add +16.6% 4,143 $469K
Badgley Phelps Wealth Managers, LLC 0.01% Reduce -4.7% 4,136 $468K
Lake Street Private Wealth, LLC 0.06% Reduce -1.0% 4,129 $467K
Mosaic Advisors LLC 0.70% New 3,586 $465K
Jim Saulnier & Associates, LLC 0.23% Add +0.1% 4,097 $463K
Holland Advisory Services, Inc. 0.62% Add +0.1% 4,093 $463K
Richards, Merrill & Peterson, Inc. 0.17% Reduce -3.6% 4,043 $457K
Tradewinds, LLC. 0.15% No change 3,493 $456K
Aviance Capital Partners, LLC 0.05% No change 4,031 $456K
AssuredPartners Investment Advisors, LLC 0.05% Add +0.4% 3,945 $454K
LaFleur & Godfrey LLC 0.06% Reduce -13.4% 4,005 $453K
Capital Investment Advisory Services, LLC 0.03% Reduce -93.6% 3,988 $451K
Accretive Wealth Partners, LLC 0.13% Add +9.9% 3,984 $451K
Christensen, King & Associates Investment Services, Inc. 0.19% Reduce -4.5% 3,978 $450K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.1% 3,978 $450K
Kelly Financial Group LLC 0.11% Add +7.1% 3,969 $449K
Root Financial Partners, LLC 0.02% Add +401.5% 3,962 $448K
SOA Wealth Advisors, LLC. 0.08% Add +0.1% 3,940 $446K
Lloyd Advisory Services, LLC. 0.13% Reduce -55.9% 3,927 $444K
Kingdom Financial Group LLC. 0.13% Reduce -3.2% 3,927 $444K
Westover Capital Advisors, LLC 0.08% No change 3,920 $443K
Little House Capital LLC 0.11% No change 3,913 $443K
Armstrong, Fleming & Moore, Inc 0.19% Add +37.7% 3,905 $442K
Hilltop Holdings Inc. 0.04% Reduce -56.8% 3,883 $439K
Capital Investment Counsel, LLC 0.06% Add +11.3% 3,880 $439K
Mountain Capital Investment Advisors Inc. 0.07% Add +2.1% 3,360 $438K
Main Street Group, LTD 0.14% Add +0.1% 3,867 $437K
Cornerstone Wealth Advisors, Inc. 0.10% No change 3,864 $437K
Kirtland Hills Capital Management, LLC 0.14% Add +5.8% 3,388 $437K
Hidden Cove Wealth Management, LLC 0.28% Reduce -9.4% 3,851 $436K
Crews Bank & Trust 0.06% Add +63.0% 3,848 $435K
Shearwater Capital LLC 0.23% No change 3,830 $433K
Oarsman Capital, Inc. 0.05% Reduce -28.1% 3,818 $432K
Summit Wealth Group LLC / Co. 0.05% Add +17.9% 3,806 $430K
Secure Asset Management, LLC 0.07% Reduce -7.0% 3,793 $429K
Brooklyn Investment Group 0.01% Add +7.3% 3,783 $428K
BancFirst Trust & Investment Management 0.19% Add +107.2% 3,929 $427K
Sachetta, LLC 0.23% Add +0.3% 3,765 $426K
Newman Dignan & Sheerar, Inc. 0.09% Reduce -5.3% 3,762 $426K
Coyle Financial Counsel LLC 0.09% Reduce -2.1% 3,751 $424K
Monetary Management Group Inc. 0.10% No change 3,750 $424K
Phillips Financial Management, LLC 0.03% Reduce -3.5% 3,739 $423K
Warm Springs Advisors Inc. 0.36% No change 3,736 $423K
Mascagni Wealth Management, Inc. 0.30% No change 3,725 $421K
Fairman Group, LLC 0.36% Add +7.2% 3,717 $420K
Stone Summit Wealth LLC 0.12% Reduce -8.1% 3,713 $420K
Dana Investment Advisors, Inc. 0.01% Add +0.4% 3,713 $420K
AA Financial Advisors, LLC 0.06% Add +25.0% 3,712 $420K
Armstrong Advisory Group, Inc. 0.03% No change 3,705 $419K
Newton One Investments LLC 0.11% No change 3,697 $418K
Glen Eagle Advisors, LLC 0.06% No change 3,692 $418K
Napier Financial, LLC 0.10% New 3,686 $417K
First American Trust, FSB 0.03% Add +6.1% 3,680 $416K
Klingman & Associates, LLC 0.02% Add +5.4% 3,671 $415K
Moisand Fitzgerald Tamayo, LLC 0.04% Reduce -0.4% 3,658 $414K
Old Peak Finance LLC 0.24% No change 3,649 $413K
Glassman Wealth Services 0.06% No change 3,643 $412K
Legacy Trust 0.08% Reduce -1.1% 3,642 $412K
Global Assets Advisory, LLC 0.12% Add +16.1% 3,932 $411K
Walled Lake Planning & Wealth Management, LLC 0.12% Reduce -2.5% 3,627 $410K
Ellevest, Inc. 0.06% Add +0.1% 3,609 $408K
Veery Capital, LLC 0.12% Add +12.1% 3,602 $407K
Genesis Financial Group, LLC 0.27% No change 3,598 $407K
Westwood Holdings Group Inc. 0.00% No change 3,586 $406K
Cozad Asset Management Inc. 0.03% No change 3,585 $405K
Glass Jacobson Investment Advisors llc 0.14% Add +0.4% 3,576 $404K
Emergent Wealth Advisors, LLC 0.24% Reduce -79.8% 3,572 $404K
HFG Advisors, Inc. 0.28% Reduce -14.7% 3,552 $402K
Allen Capital Group, LLC 0.04% Add +6.6% 3,547 $401K
Center For Asset Management LLC 0.20% Reduce -1.8% 3,540 $400K
Aurdan Capital Management, LLC 0.12% No change 3,530 $399K
Koesten, Hirschmann & Crabtree, INC. 0.19% Reduce -12.0% 3,528 $399K
Financial Insights, Inc. 0.13% Reduce -21.9% 3,526 $399K
Arbor Trust Wealth Advisors, LLC 0.17% Add +0.1% 3,512 $397K
Partners in Financial Planning 0.07% Reduce -2.5% 3,509 $397K
Trail Ridge Investment Advisors, LLC 0.17% Reduce -8.6% 3,499 $396K
6th Street Advisors, LLC 0.25% — 3,488 $395K
Ritholtz Wealth Management 0.01% Add +4.3% 3,486 $394K
Northwest Financial Advisors 0.76% No change 3,483 $394K
Crux Wealth Advisors 0.15% Reduce -49.9% 3,478 $393K
Allegheny Financial Group 0.05% No change 3,456 $391K
Essential Investment Partners LLC 0.36% No change 3,450 $390K
Salus Financial Advisors, LLC 0.23% No change 3,441 $389K
Heritage Family Offices, LLP 0.17% Add +15.9% 3,429 $388K
Pullen Investment Management, LLC 0.19% No change 3,428 $388K
Allium Financial Advisors, LLC 0.31% Reduce -4.0% 3,426 $388K
Whalerock Point Partners, LLC 0.08% Add +29.5% 3,426 $388K
Summit Financial Wealth Advisors, LLC 0.05% No change 3,422 $387K
Ingalls & Snyder LLC 0.01% No change 3,409 $386K
Lanark Financial, Inc. 0.03% No change 3,403 $385K
Peak Retirement Planning, Inc. 0.08% Add +5.8% 3,403 $385K
Portland Global Advisors LLC 0.04% No change 3,395 $384K
Petra Financial Advisors Inc. 0.24% No change 3,383 $383K
180 Wealth Advisors, LLC 0.04% Add +16.6% 3,380 $382K
Bauman Advisory Group, LLC 0.27% Reduce -0.9% 3,373 $381K
Dunhill Financial, LLC 0.09% Reduce -4.3% 3,364 $381K
Moors & Cabot, Inc. 0.02% Add +56.5% 3,355 $379K
Larson Financial Group LLC 0.01% Add +8.3% 3,352 $379K
Advisory Alpha, LLC 0.01% Add +7.2% 3,350 $379K
Integrity Wealth Solutions LLC 0.15% Add +3.5% 3,344 $378K
Ascension Capital Advisors, Inc. 0.12% Add +1.7% 3,335 $377K
Financial Synergies Wealth Advisors, Inc. 0.04% Reduce -1.4% 3,330 $377K
Winslow Capital Management, LLC 0.00% Reduce -68.1% 3,323 $376K
Hubbell Strickland Wealth Management, LLC 0.15% Reduce -1.7% 3,309 $374K
Stiles Financial Services Inc 0.11% No change 3,305 $374K
Saxon Interests, Inc. 0.13% Reduce -0.7% 3,289 $372K
Willner & Heller, LLC 0.28% Reduce -0.8% 3,287 $372K
Stonebridge Financial Group, LLC 0.03% No change 3,262 $369K
Black Swift Group, LLC 0.06% No change 3,256 $368K
Truvestments Capital LLC 0.07% Add +0.0% 3,247 $367K
KLCM Advisors, Inc. 0.03% No change 3,244 $367K
Swisher Financial Concepts, Inc. 0.21% Reduce -0.9% 3,243 $367K
Cove Private Wealth, LLC 0.08% New 3,239 $366K
Schrum Private Wealth Management LLC 0.28% Add +0.0% 3,239 $366K
Align Financial, LLC 0.21% Reduce -99.2% 3,237 $366K
Shira Ridge Wealth Management 0.14% Add +2.9% 3,232 $366K
Bluespring Wealth Management, LLC 0.03% Reduce -0.3% 3,232 $366K
Barnes Pettey Financial Advisors, LLC 0.16% No change 3,229 $365K
Freedom Day Solutions, LLC 0.10% Reduce -0.8% 3,224 $365K
TruWealth Advisors, LLC 0.02% Reduce -4.1% 3,216 $364K
Nalls Sherbakoff Group, LLC 0.27% No change 3,208 $363K
Caldwell Trust Co 0.03% No change 3,205 $363K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 3,202 $362K
Paulson Wealth Management Inc. 0.08% No change 3,200 $362K
Roble, Belko & Company, Inc 0.05% No change 3,196 $361K
Keating Financial Advisory Services, Inc. 0.06% Add +34.5% 3,191 $361K
Wealthcare Capital Management LLC 0.04% No change 3,185 $360K
Montz Harcus Wealth Management LLC 0.15% Add +0.1% 3,181 $360K
Zacks Investment Management 0.00% Add +84.7% 3,175 $359K
Select Asset Management & Trust 0.11% Reduce -13.8% 3,162 $358K
Leonard Rickey Investment Advisors P.L.L.C. 0.06% No change 3,164 $358K
Colonial Trust Advisors 0.03% No change 3,142 $355K
Prasad Wealth Partners, LLC 0.10% Reduce -2.9% 3,124 $353K
Compass Financial Group, Inc. (Ohio) 0.26% Reduce -11.9% 3,118 $353K
Corundum Trust Company, INC 0.80% New 3,110 $352K
Sfam, LLC 0.33% No change 3,110 $352K
Global Financial Private Client, LLC 0.11% Add +8.3% 3,078 $348K
Forum Finance Group S.A. 0.19% — 3,733 $345K
TPG Advisors LLC 0.21% No change 3,044 $344K
Affinity Wealth Management LLC 0.05% Reduce -8.2% 3,043 $344K
BLB&B Advisors, LLC 0.01% Add +21.1% 3,023 $342K
Core Wealth Management, Inc. 0.10% No change 3,017 $341K
Roan Capital Partners 0.32% — 3,014 $341K
Steph & Co. 0.10% No change 3,009 $340K
Van Diest Capital, LLC 0.27% Reduce -4.2% 3,008 $340K
Beverly Hills Private Wealth, LLC 0.06% Reduce -1.2% 3,003 $340K
1776 Wealth LLC 0.13% No change 3,000 $339K
OFS Enterprise LLC 0.10% — 2,998 $339K
Capital Advisor Network LLC 0.47% — 2,996 $339K
waypoint wealth counsel 0.18% Reduce -89.5% 2,995 $339K
McAdam, LLC 0.02% Add +11.4% 2,967 $336K
Riverstone Advisors, LLC 0.17% New 2,965 $335K
St Germain D J Co. Inc. 0.01% Reduce -6.4% 2,960 $335K
RMR Wealth Builders 0.03% Reduce -1.6% 2,950 $334K
Stone Loft Wealth Management LLC 0.24% Add +0.0% 2,921 $330K
Great Lakes Retirement, Inc. 0.03% Reduce -43.6% 2,908 $329K
Valtinson Bruner Financial Planning LLC 0.09% Add +2.6% 2,897 $328K
G2 Capital Management, LLC / Oh 0.08% No change 2,896 $328K
Summit Wealth Partners, LLC 0.05% New 2,896 $328K
Drive Wealth Management, LLC 0.07% Reduce -26.0% 2,886 $326K
Three Cord True Wealth Management, LLC 0.18% No change 2,867 $324K
WESPAC Advisors SoCal, LLC 0.07% New 2,867 $324K
Sargent Investment Group, LLC 0.04% Add +2.7% 2,865 $324K
M. Kraus & Co 0.09% Reduce -5.0% 2,850 $322K
Smith, Moore & Co. 0.02% Add +12.1% 2,844 $322K
Strategic Point Investment Advisors, LLC 0.05% No change 2,840 $321K
Fsa Wealth Partners, Inc. 0.15% Add +14.9% 2,839 $321K
Chemistry Wealth Management LLC 0.06% Add +14.2% 2,834 $321K
Global Wealth Management Investment Advisory, Inc. 0.05% No change 2,830 $320K
Tucker Asset Management LLC 0.10% Add +4.3% 2,821 $319K
Beaton Management Co. Inc. 0.14% Add +34.8% 2,804 $317K
Onyx Bridge Wealth Group LLC 0.03% No change 2,801 $317K
Delta Investment Management, LLC 0.06% Reduce -5.6% 2,798 $317K
SYM FINANCIAL Corp 0.03% Reduce -1.9% 2,796 $316K
Sagace Wealth Management LLC 0.21% No change 2,791 $316K
Zullo Investment Group, Inc. 0.12% Add +0.1% 2,791 $316K
Presilium Private Wealth, LLC 0.06% No change 2,788 $315K
Cornerstone Planning, LLC 0.07% No change 2,781 $315K
M3 Advisory Group, LLC 0.19% No change 2,780 $314K
Regatta Capital Group, LLC 0.05% Add +0.4% 2,779 $314K
Pinnacle Wealth Planning Services, Inc. 0.03% No change 2,772 $314K
Mascoma Wealth Management LLC 0.06% Add +5.5% 2,764 $313K
SP Asset Management LLC 0.03% Add +0.1% 2,757 $312K
MRA Advisory Group 0.13% Add +0.0% 2,753 $311K
Allspring Global Investments Holdings, LLC 0.00% Add +1911.8% 2,716 $311K
Quent Capital, LLC 0.02% Reduce -0.5% 2,745 $310K
Plum Street Advisors, LLC 0.11% No change 2,741 $310K
Paradigm, Strategies in Wealth Management, LLC 0.21% No change 2,735 $309K
Melfa Wealth Management, Inc. 0.18% No change 2,725 $308K
Kennicott Capital Management LLC 0.17% No change 2,724 $308K
Guardian Financial Partners, LLC 0.13% Add +0.0% 2,720 $308K
Strategic Financial Services, Inc. 0.01% New 2,720 $308K
Kavar Capital Partners Group, LLC 0.04% No change 2,718 $307K
LJI Wealth Management, LLC 0.05% Add +0.9% 2,716 $307K
Burney Co./ 0.01% Reduce -39.2% 2,714 $307K
Wealthfront Advisers LLC 0.00% Reduce -8.2% 2,709 $306K
Jag Capital Management, LLC 0.03% No change 2,708 $306K
Rockbridge Investment Management, LCC 0.03% Reduce -1.4% 2,703 $306K
Empowered Funds, LLC 0.00% New 2,698 $305K
Ellenbecker Investment Group 0.04% Add +0.1% 2,696 $305K
Octavia Wealth Advisors, LLC 0.03% Add +3.2% 2,685 $304K
Walser Wealth Management Company, A Ltd Liability Co 0.14% Add +2.4% 2,677 $303K
Aspire Capital Advisors LLC 0.07% Add +0.1% 2,675 $303K
Brady Martz Wealth Solutions, LLC 0.05% Add +0.1% 2,671 $302K
Cim, LLC 0.04% Add +1.3% 2,663 $301K
Cypress Capital Group 0.03% No change 2,650 $300K
Genesee Capital Advisors, LLC 0.13% Add +0.1% 2,649 $300K
CPC Advisors, LLC 0.05% Reduce -54.3% 2,649 $300K
Etesian Wealth Advisors, Inc. 0.10% New 2,640 $299K
Midwest Heritage Bank, FSB 0.10% Reduce -26.9% 2,637 $298K
United Asset Strategies, Inc. 0.02% Reduce -1.8% 2,623 $297K
Barr E S & Co. 0.02% Reduce -6.0% 2,620 $296K
Asset Dedication, LLC 0.02% Add +59.3% 2,618 $296K
Gordian Advisors LLC 0.20% No change 2,616 $296K
Galvin, Gaustad & Stein, LLC 0.02% No change 2,612 $295K
Community Financial Services Group, LLC 0.05% Reduce -3.7% 2,576 $295K
Florin Court Capital LLP 1.11% Reduce -90.8% 2,600 $294K
L & S Advisors Inc 0.04% No change 2,599 $294K
Argos Wealth Advisors, LLC 0.08% No change 2,595 $294K
Cambridge Financial Group, LLC 0.10% No change 2,591 $293K
Atlas Capital Advisors Inc. 0.03% New 2,584 $292K
Investment Partners Asset Management, Inc. 0.18% No change 2,572 $291K
Clearwave Capital, LLC 0.20% Add +0.1% 2,572 $291K
SAM Advisors, LLC 0.09% No change 2,567 $290K
Financial Council, LLC 0.11% New 2,564 $290K
Blue Chip Partners, LLC 0.02% Reduce -18.9% 2,558 $289K
Davidson Trust Co. 0.12% No change 2,556 $289K
Harbor Group, Inc. 0.04% Add +0.7% 2,556 $289K
Stewardship Advisors, LLC 0.07% Add +29.8% 2,554 $289K
Hurlow Wealth Management Group, Inc. 0.07% No change 2,552 $289K
WoodTrust Financial Corp 0.04% No change 2,550 $288K
Founders Financial Alliance, LLC 0.05% Add +7.2% 2,541 $287K
OneAscent Financial Services LLC 0.02% Add +13.5% 2,524 $285K
Evernest Financial Advisors, LLC 0.06% No change 2,186 $285K
Mairs & Power Inc. 0.00% No change 2,509 $284K
Marble Wealth, LLC 0.05% Add +0.1% 2,505 $283K
Avaii Wealth Management, LLC 0.10% Add +3.3% 2,505 $283K
Vestia Personal Wealth Advisors 0.13% No change 2,500 $283K
Talon Private Wealth, LLC 0.04% — 2,499 $283K
Duncker Streett & Co. Inc. 0.05% Add +0.0% 2,490 $282K
Marietta Investment Partners LLC 0.06% No change 2,485 $281K
Zuckerman Investment Group, LLC 0.03% No change 2,485 $281K
Palouse Capital Management, Inc. 0.19% No change 2,480 $281K
WealthCare Investment Partners, LLC 0.08% Add +0.1% 2,433 $280K
Cape Ann Savings Bank 0.14% No change 2,476 $280K
Clientfirst Wealth Management, LLC 0.24% No change 2,472 $280K
TBH Global Asset Management, LLC 0.06% Reduce -94.2% 2,471 $279K
Navalign, LLC 0.07% No change 2,468 $279K
Ethos Financial Group, LLC 0.02% Reduce -45.3% 2,567 $279K
Owl Creek Wealth Partners LLC 0.10% — 2,461 $278K
S&A Financial Services, Inc. 0.19% — 2,460 $278K
Parsons Capital Management Inc. 0.01% Add +2.0% 2,448 $277K
UNIVEST FINANCIAL Corp 0.02% Reduce -31.1% 2,435 $275K
Curated Wealth Partners LLC 0.03% Reduce -47.4% 2,435 $275K
Platform Technology Partners 0.05% Add +19.2% 2,431 $275K
SevenBridge Financial Group, LLC 0.04% No change 2,128 $275K
Windsor Advisory Group, LLC 0.23% No change 2,420 $274K
Guidance Capital, Inc. 0.06% No change 2,077 $273K
Columbus Macro, LLC 0.03% No change 2,412 $273K
Everest Private Wealth 0.14% No change 2,408 $272K
Resources Management Corp. /CT/ 0.04% Reduce -4.8% 2,404 $272K
Montchanin Asset Management, LLC 0.29% — 2,400 $271K
True North Advisors, LLC 0.03% Reduce -23.6% 2,394 $271K
Professional Financial Advisors, LLC 0.05% Reduce -0.9% 2,380 $269K
Forum Private Client Group LLC 0.09% Reduce -22.3% 2,380 $269K
Fermata Advisors, LLC 0.06% Reduce -9.4% 2,374 $268K
Fairview Capital Investment Management, LLC 0.01% Reduce -1.1% 2,366 $268K
Waldron Private Wealth LLC 0.01% Add +20.2% 2,360 $267K
Wingate Wealth Advisors, Inc. 0.14% Reduce -5.2% 2,360 $267K
Hantz Financial Services, Inc. 0.00% Add +66.5% 2,356 $266K
Greykasell Wealth Strategies, Inc. 0.11% No change 2,346 $265K
Jennison Associates LLC 0.00% Reduce -28.5% 2,342 $265K
Seros Financial, LLC 0.17% Reduce -52.7% 2,342 $265K
Optima Capital LLC 0.12% No change 2,342 $265K
Michels Family Financial, LLC 0.19% Add +0.1% 2,342 $265K
Chesapeake Wealth Management 0.08% Reduce -9.3% 2,341 $265K
Capital Management Associates, Inc 0.06% Add +0.1% 2,329 $263K
Shelton Wealth Management, LLC 0.12% Reduce -5.6% 2,328 $263K
Nicollet Investment Management, Inc. 0.09% New 2,324 $263K
Everpar Advisors LLC 0.09% Reduce -25.6% 2,323 $263K
Charles Schwab Trust Co 0.02% Reduce -41.6% 2,319 $262K
Accredited Investor Services, LLC 0.17% No change 2,308 $261K
Riverbend Wealth Management, LLC 0.16% Add +5.8% 2,306 $261K
Opinicus Capital, Inc. 0.18% Reduce -1.0% 2,302 $260K
Triton Financial Group Inc 0.45% New 2,200 $260K
Mathes Company, Inc. 0.10% No change 2,300 $260K
Traveka Wealth, LLC 0.10% Add +2.6% 2,297 $260K
Clarity Capital Advisors, LLC 0.12% Reduce -3.0% 2,296 $260K
Magnolia Private Wealth, LLC 0.17% New 2,295 $260K
Voisard Asset Management Group, Inc. 0.06% No change 2,292 $259K
Longview Financial Advisors, Inc. 0.16% Add +0.1% 2,285 $258K
Legacy Financial Strategies, LLC 0.05% Add +2.7% 2,276 $257K
Resonant Capital Advisors, LLC 0.01% Add +0.0% 2,276 $257K
Pension & Wealth Management Advisors, Inc. 0.08% Add +21.4% 2,273 $257K
Crew Capital Management, Ltd 0.17% Reduce -3.6% 2,263 $256K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 2,197 $253K
Walsh & Associates, LLC 0.25% Reduce -0.4% 2,232 $252K
Mosaic Family Wealth Partners, LLC 0.03% New 2,227 $252K
Summit Wealth Group, LLC 0.06% No change 2,223 $251K
Bayban 0.22% Reduce -3.6% 2,206 $250K
Cordatus Wealth Management LLC 0.06% No change 2,200 $249K
JSF Financial, LLC 0.05% Add +0.1% 2,193 $248K
Elevation Advisory Partners LLC 0.23% — 1,971 $247K
Sachem Hill LLC 0.05% No change 2,185 $247K
First Bank & Trust 0.04% No change 2,184 $247K
FSA Advisors, Inc. 0.16% New 2,178 $246K
TMB Capital Partners, LLC 0.08% Reduce -26.0% 2,177 $246K
Guardian Capital, LLC 0.24% Reduce -32.2% 2,177 $246K
Fortis Advisors, LLC 0.12% No change 2,176 $246K
Allegiance Financial Group Advisory Services LLC 0.05% No change 2,173 $246K
Western Financial Corp 0.10% Reduce -0.7% 2,169 $245K
1900 Wealth Management LLC 0.02% No change 2,168 $245K
Bangor Savings Bank 0.02% Reduce -0.1% 2,167 $245K
Guardian Wealth Advisors, LLC / NC 0.02% Add +1.6% 2,164 $245K
Portland Financial Advisors Inc 0.51% No change 2,164 $245K
James J. Burns & Company, LLC 0.03% Reduce -7.7% 2,161 $244K
Greenwood Capital Associates LLC 0.03% No change 2,160 $244K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,151 $243K
CarsonAllaria Wealth Management, Ltd. 0.12% Add +3.3% 2,149 $243K
Human Investing LLC 0.04% Reduce -2.0% 2,149 $243K
Signature Equity Partners, LLC 0.13% Reduce -3.9% 2,145 $243K
VSM Wealth Advisory, LLC 0.07% Add +10.1% 2,144 $243K
Colonial Trust Co / SC 0.03% No change 2,139 $242K
A&I Financial Services, LLC 0.11% No change 2,137 $242K
Menard Financial Group LLC 0.17% No change 2,129 $241K
Allred Capital Management, LLC 0.09% Reduce -3.4% 2,126 $240K
Impact Capital Partners LLC 0.07% No change 2,124 $240K
Performance Wealth Partners, LLC 0.01% No change 2,124 $240K
Michael Brady & Co., LLC 0.24% Add +0.1% 2,119 $240K
Ledyard National Bank 0.02% No change 2,109 $239K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -3.7% 2,105 $238K
D'Orazio & Associates, Inc. 0.03% No change 2,103 $238K
Bragg Financial Advisors, Inc 0.01% New 2,090 $236K
Anb Bank 0.10% Reduce -3.2% 2,088 $236K
Legacy Private Trust Co. 0.01% No change 2,088 $236K
Sharp Wealth Advisory, LLC 0.12% Reduce -96.4% 2,086 $236K
Quest 10 Wealth Builders, Inc. 0.21% Reduce -6.9% 2,082 $235K
Orange Investment Advisors, Inc. 0.03% No change 2,075 $235K
Waddell & Associates, LLC 0.01% New 2,071 $234K
David J Yvars Group 0.13% Reduce -14.3% 2,067 $234K
Capital Advisors Wealth Management, LLC 0.03% Add +1.5% 2,063 $233K
Kuhn & Co Investment Counsel 0.15% No change 2,055 $232K
Aspen Wealth Management LLC 0.05% Add +0.1% 2,052 $232K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -19.5% 1,856 $231K
Argentarii, LLC 0.08% No change 2,044 $231K
Horizon Investments, LLC 0.00% Add +82.3% 2,044 $231K
Stage Harbor Financial, LLC 0.15% No change 2,040 $231K
WESPAC Advisors, LLC 0.13% No change 2,039 $231K
Aventura Private Wealth, LLC 0.08% Add +91.2% 2,036 $230K
Three Bearings Fiduciary Advisors, Inc. 0.22% No change 2,033 $230K
Montis Financial, LLC 0.05% New 2,026 $229K
Acorn Wealth Advisors, LLC 0.07% Reduce -27.9% 2,024 $229K
Cambient Family Office, LLC 0.03% No change 2,021 $229K
Tranquility Partners, LLC 0.09% Add +1.9% 2,011 $227K
Princeton Global Asset Management LLC 0.04% No change 2,005 $227K
Northeast Investment Management 0.01% No change 2,004 $227K
RDA Financial Network 0.06% Add +19.9% 2,002 $226K
Western Reserve Capital Management, LLC 0.19% No change 2,000 $226K
Stelac Advisory Services LLC 0.05% New 2,000 $226K
Delos Wealth Advisors, LLC 0.13% No change 1,992 $225K
Integris Wealth Management, LLC 0.05% No change 1,991 $225K
NorthStar Asset Management LLC 0.11% Reduce -0.9% 1,981 $224K
Evolve Private Wealth, LLC 0.01% Add +0.8% 1,977 $224K
Jaffetilchin Investment Partners, LLC 0.01% Add +0.1% 1,976 $224K
North Forty Two & Co. 0.21% No change 1,972 $223K
SHP Wealth Management 0.02% Reduce -1.4% 1,970 $223K
Abacus Wealth Partners, LLC 0.02% Add +20.9% 1,969 $223K
REAP Financial Group, LLC 0.04% Add +4.4% 1,963 $222K
Oregon Pacific Wealth Management, LLC 0.23% Reduce -3.5% 1,955 $221K
Aire Advisors, LLC 0.04% No change 1,952 $221K
First National Bank of Mount Dora, Trust Investment Services 0.05% No change 1,948 $220K
Edgemoor Investment Advisors, Inc. 0.02% Reduce -9.7% 1,944 $220K
DiNuzzo Private Wealth, Inc. 0.02% No change 1,940 $219K
E&G Advisors, LLC 0.05% Add +5.4% 1,940 $219K
DB Fitzpatrick & Co, Inc 0.19% Reduce -4.7% 1,937 $219K
Wellington Grp LLC 0.07% Add +489.3% 1,933 $219K
First Business Financial Services, Inc. 0.02% No change 1,933 $219K
Willis Investment Counsel 0.01% No change 1,929 $218K
Plan A Wealth LLC 0.10% No change 1,921 $217K
Imprint Wealth LLC 0.99% No change 1,917 $217K
Compass Capital Corp. /Ma/ 0.08% New 1,603 $215K
Black Diamond Financial, LLC 0.02% New 1,901 $215K
KTF Investments, LLC 0.04% Reduce -5.0% 1,900 $215K
Fortitude Advisory Group L.L.C. 0.10% No change 1,898 $215K
Zions Bancorporation, National Association 0.01% No change 1,894 $214K
Jacksonville Wealth Management, LLC 0.14% New 1,890 $214K
Axim Planning & Wealth 0.26% Reduce -1.7% 1,888 $214K
TrueWealth Financial Partners 0.08% New 1,883 $213K
Midwest Financial Partners Investments, Inc. 0.11% No change 1,880 $213K
Premier Path Wealth Partners, LLC 0.03% No change 1,879 $213K
Covenant Asset Management, LLC 0.04% No change 1,869 $211K
Inlight Wealth Management, LLC 0.08% No change 210,897 $211K
Ignite Planners, LLC 0.03% Reduce -4.5% 1,860 $210K
Washington Trust Advisors, Inc. 0.02% No change 1,855 $210K
Independent Wealth Advisors LLC 0.21% New 1,852 $210K
Rockline Wealth Management, LLC 0.05% No change 1,841 $208K
Inscription Capital, LLC 0.02% Add +0.1% 1,840 $208K
Debussy Capital Management LP 0.03% Reduce -9.8% 1,840 $208K
Maple Capital Management, Inc. 0.01% Reduce -0.9% 1,832 $207K
FSC Wealth Advisors, LLC 3.95% Reduce -86.4% 1,830 $207K
Solidarity Wealth, LLC 0.04% No change 1,830 $207K
Green Ridge Wealth Planning LLC 0.11% No change 1,817 $206K
Alpha Financial Partners LLC 0.12% New 1,815 $205K
Bfsg, LLC 0.02% No change 1,814 $205K
Redwood Financial Network Corp 0.13% New 1,812 $205K
Kagan Cocozza Asset Management 0.14% No change 1,808 $205K
Abound Wealth Management 0.05% Add +0.1% 1,807 $204K
LFG Wealth Partners, LLC 0.12% New 1,806 $204K
Mattern Capital Management, LLC 0.02% Reduce -0.1% 1,805 $204K
High Net Worth Advisory Group LLC 0.05% Reduce -35.7% 1,800 $204K
DV Trading LLC 0.02% Add +109.8% 1,800 $204K
Bill Few Associates, Inc. 0.05% No change 1,798 $203K
Cardiff Park Advisors, LLC 0.02% No change 1,795 $203K
Roundview Capital LLC 0.01% New 1,794 $203K
Geneva Partners, LLC 0.10% Reduce -21.0% 1,787 $202K
Wellment Financial 0.25% Reduce -31.1% 1,779 $201K
Integrity Wealth Partners, LLC 0.18% — 1,777 $201K
CDKV Holdings LLC 0.18% Add +208.7% 1,775 $201K
Falcon Wealth Planning 0.01% New 1,775 $201K
Braeburn Wealth Management LLC 0.11% Add +0.9% 1,773 $201K
Global Strategic Investment Solutions, LLC 0.02% Add +0.1% 1,771 $200K
CoreFirst Bank & Trust 0.10% Reduce -22.5% 1,742 $197K
Strategic Wealth Partners, Ltd. 0.01% Reduce -20.1% 1,718 $194K
Indiana Trust & Investment Management Co 0.06% Add +17.8% 1,712 $194K
Addison Advisors LLC 0.04% Add +10.9% 1,704 $193K
Proathlete Wealth Management LLC 0.05% Reduce -11.6% 1,677 $190K
Sankala Group LLC 0.15% No change 1,691 $187K
Hendershot Investments Inc. 0.02% Add +0.1% 1,627 $184K
Arkos Global Advisors 0.02% Reduce -5.9% 1,612 $182K
Central Pacific Bank - Trust Division 0.02% New 1,585 $179K
Nova Wealth Management, Inc. 0.11% Reduce -5.4% 1,545 $175K
First PREMIER Bank 0.04% No change 1,530 $173K
Basso Capital Management, L.P. 0.11% No change 1,522 $172K
Destiny Wealth Partners, LLC 0.02% New 1,506 $170K
Hamilton Point Investment Advisors, LLC 0.03% Reduce -11.9% 1,496 $169K
Safe Harbor Family Capital, LLC 0.13% No change 1,454 $164K
Team Financial Group, LLC 0.07% Add +7.7% 1,418 $160K
Atlantic Private Wealth, LLC 0.10% Reduce -11.0% 1,414 $160K
IMA Advisory Services, Inc. 0.02% Add +36.3% 1,405 $159K
Harbor Asset Planning, Inc. 0.13% Add +0.1% 1,351 $153K
Evermay Wealth Management LLC 0.02% No change 1,337 $151K
Cardinal Strategic Wealth Guidance 0.04% No change 1,326 $150K
Center for Financial Planning, Inc. 0.02% Reduce -3.7% 1,318 $149K
Red Tortoise LLC 0.06% No change 1,316 $149K
Goodman Advisory Group, LLC 0.04% Reduce -41.3% 1,258 $142K
TFC Financial Management, Inc. 0.02% New 1,246 $141K
Frazier Financial Advisors, LLC 0.08% Add +63.2% 1,240 $140K
Basepoint Wealth LLC 0.08% Reduce -23.2% 1,214 $137K
Wolff Wiese Magana LLC 0.07% Reduce -4.7% 1,200 $136K
KERR FINANCIAL PLANNING Corp 0.10% Add +0.1% 1,047 $135K
BankPlus Trust Department 0.04% No change 1,190 $135K
Clearstead Trust, LLC 0.02% No change 1,168 $132K
Peck Wealth Management, LLC 0.13% No change 1,119 $127K
Beaird Harris Wealth Management, LLC 0.01% Reduce -33.0% 1,114 $126K
Insight Inv LLC 0.07% No change 1,113 $126K
Your Advocates Ltd., LLP 0.04% New 1,111 $126K
RHL Group, LLC 0.11% Reduce -87.9% 1,102 $125K
MPWM Advisory Solutions, LLC 0.07% No change 1,092 $124K
West Branch Capital LLC 0.03% Add +0.1% 1,087 $123K
Milestone Investment Advisors LLC 0.03% No change 1,076 $122K
Realta Investment Advisors 0.04% Add +3.7% 1,061 $120K
Bulwark Capital Corp 0.07% No change 1,044 $118K
Ameriflex Group, Inc. 0.06% No change 1,035 $117K
Hoese & Co LLP 0.09% No change 1,032 $117K
Pittenger & Anderson Inc. 0.00% Add +6.4% 1,027 $116K
Register Financial Advisors LLC 0.04% No change 1,023 $116K
Anchor Investment Management, LLC 0.01% Add +0.1% 1,009 $114K
JDM Financial Group LLC 0.04% No change 996 $113K
Holos Integrated Wealth LLC 0.06% No change 957 $111K
Townsend Asset Management Corp. /NC/ 0.04% No change 950 $107K
Rice Partnership, LLC 0.01% Add +30.2% 940 $106K
Gilpin Wealth Management, LLC 0.08% Reduce -1.2% 936 $106K
Motco 0.01% No change 920 $104K
SouthState Bank Corp 0.00% Reduce -12.3% 917 $104K
Retiremitten Financial LLC 0.05% — 914 $103K
Frankly Finances, LLC 0.09% No change 912 $103K
Murphy & Mullick Capital Management Corp 0.07% No change 884 $100K
High Point Wealth Management, LLC 0.10% Add +0.1% 874 $99K
Balentine LLC 0.00% No change 874 $99K
Hoey Investments, Inc. 0.01% No change 865 $98K
American National Bank & Trust 0.01% No change 854 $97K
Trask Adam Roland 0.09% — 850 $96K
Black Cypress Capital Management, LLC 0.07% No change 839 $95K
Armor Investment Advisors, LLC 0.03% No change 838 $95K
Wealth Preservation Advisors, LLC 0.08% Reduce -82.1% 805 $91K
Collier Financial 0.07% Add +0.1% 781 $88K
Ballast Advisors LLC 0.03% Reduce -7.6% 774 $88K
Birchwood Financial Partners, Inc. 0.08% Reduce -2.4% 743 $84K
Signature Resources Capital Management, LLC 0.04% No change 727 $82K
City State Bank 0.02% Add +19.8% 726 $82K
Noble Wealth Management PBC 0.04% No change 725 $82K
Aspect Partners, LLC 0.03% No change 720 $81K
Southern Michigan Bank & Trust 0.03% — 714 $81K
Tradewinds Capital Management, LLC 0.02% No change 708 $80K
Pin Oak Investment Advisors Inc. 0.06% No change 704 $80K
HHM Wealth Advisors, LLC 0.01% No change 689 $78K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 664 $75K
Barclays PLC 0.00% New 650 $74K
Lazard Asset Management LLC 0.00% No change 640 $72K
Westside Investment Management, Inc. 0.01% Add +13.5% 630 $71K
IAG Wealth Partners, LLC 0.01% No change 625 $71K
Financial Consulate, Inc. 0.01% Add +62.6% 613 $69K
Capital Investment Counsel, Inc 0.01% No change 612 $69K
Corsicana & Co. 0.04% No change 736 $68K
Strategic Wealth Advisors LLC 0.05% No change 610 $68K
Financial Life Planners 0.05% New 591 $67K
Roxbury Financial LLC 0.06% No change 581 $66K
Chilton Capital Management LLC 0.00% No change 576 $65K
HighMark Wealth Management LLC 0.03% Add +18.8% 569 $64K
Graney & King, LLC 0.03% Reduce -1.6% 567 $64K
Kozak & Associates, Inc. 0.01% No change 507 $62K
Adirondack Trust Co. 0.02% No change 537 $61K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% No change 536 $61K
Independence Bank of Kentucky 0.01% No change 525 $59K
Curio Wealth, LLC 0.02% No change 519 $59K
TD Capital Management LLC 0.01% New 502 $57K
True Wealth Design, LLC 0.02% No change 501 $57K
Woodard & Co. Asset Management Group Inc. 0.01% New 492 $56K
Financial Connections Group, Inc. 0.02% Add +28.9% 490 $55K
Nemes Rush Group LLC 0.01% Reduce -40.5% 485 $55K
Brown, Lisle/Cummings, Inc. 0.01% No change 460 $52K
C M Bidwell & Associates Ltd. 0.02% No change 452 $51K
Bullock Wealth Management Group 0.03% No change 443 $51K
Cordgrass Capital Advisors, LLC 0.01% No change 445 $50K
Archer Investment Corp 0.01% No change 410 $46K
Financial Network Wealth Advisors LLC 0.05% Add +80.9% 407 $46K
Morgan Dempsey Capital Management LLC 0.02% No change 400 $45K
Arcadia Investment Management Corp. 0.01% Reduce -53.9% 385 $44K
TopTier Wealth Management, LLC 0.03% New 382 $43K
Copia Wealth Management 0.03% Add +22.7% 368 $42K
Bellevue Asset Management, LLC 0.02% No change 356 $40K
PFS Partners, LLC 0.02% Add +0.3% 338 $38K
Darwin Wealth Management, LLC 0.01% Reduce -13.7% 335 $38K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -7.9% 328 $37K
Innovative Asset Advisors Group, LLC 0.02% — 324 $37K
Providence Capital Advisors, LLC 0.01% No change 324 $37K
Measured Wealth Private Client Group, LLC 0.01% New 302 $34K
Gleason Group, Inc. 0.00% No change 298 $34K
GoalVest Advisory LLC 0.01% No change 292 $33K
Mechanics Financial Corp 0.01% No change 290 $33K
Chesapeake Asset Management LLC 0.03% No change 276 $31K
Magnolia Wealth Management, LLC 0.02% New 274 $31K
Boreal Capital Management LLC 0.03% No change 270 $31K
Entrust Financial LLC 0.02% No change 267 $30K
DecisionPoint Financial, LLC 0.01% No change 265 $30K
Clear Investment Research, LLC 0.05% Reduce -93.8% 256 $29K
Evelyn Partners Investment Management (Europe) Ltd 0.01% Reduce -10.5% 255 $29K
Founders Capital Management 0.01% No change 253 $29K
True Link Financial Advisors, LLC 0.00% Reduce -98.6% 239 $27K
NorthAvenue LLC 0.02% No change 239 $27K
Valued Wealth Advisors LLC 0.01% No change 236 $27K
Centennial Bank 0.01% No change 234 $26K
Morling Financial Advisors, LLC 0.01% No change 234 $26K
Davis Capital Management 0.02% No change 231 $26K
Investment Counsel Co. of Nevada 0.06% New 229 $26K
Advocate Investing Services LLC 0.02% Add +39.6% 229 $26K
McIlrath & Eck, LLC 0.00% No change 227 $26K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 220 $25K
Howe & Rusling Inc. 0.00% Reduce -17.1% 214 $24K
Strive Financial Group ,LLC 0.01% No change 210 $24K
TIAA Wealth Investment Management LLC 0.00% — 213 $23K
Creative Capital Management Investments LLC 0.01% No change 200 $23K
Benson Wealth Management INC 0.03% No change 184 $21K
Punch & Associates Investment Management, Inc. 0.00% New 182 $21K
Timmons Wealth Management, LLC 0.02% No change 160 $18K
Sawyer & Company, Inc 0.01% Reduce -55.6% 160 $18K
Beacon Investment Advisory Services, Inc. 0.00% Reduce -90.5% 157 $18K
Networth Advisors, LLC 0.01% Add +1.3% 154 $17K
Nvest Wealth Strategies, Inc. 0.01% No change 151 $17K
Pacifica Partners Inc. 0.01% No change 150 $17K
Horizons Wealth Management 0.01% No change 148 $17K
Cheviot Value Management, LLC 0.00% No change 141 $16K
Quintet Private Bank (Europe) S.A. 0.00% No change 140 $16K
Dogwood Wealth Management LLC 0.01% No change 137 $15K
Van Den Berg Management I, Inc. 0.00% Reduce -10.0% 135 $15K
Financial Freedom, LLC 0.01% New 129 $15K
Ascentis Wealth Management, LLC 0.00% No change 129 $15K
Field & Main Bank 0.00% No change 128 $14K
MRP Capital Investments, LLC 0.01% New 126 $14K
Pflug Koory, LLC 0.01% No change 122 $14K
Reyes Financial Architecture, Inc. 0.01% No change 121 $14K
NFSG Corp 0.00% No change 118 $13K
Burk Holdings LLC 0.01% New 107 $12K
Cherry Tree Wealth Management, LLC 0.00% No change 105 $12K
Toth Financial Advisory Corp. 0.00% No change 104 $12K
Fourth Dimension Wealth, LLC 0.00% No change 100 $11K
GGM Financial LLC 0.00% No change 95 $11K
Triumph Capital Management 0.00% No change 90 $10K
Rosenberg Matthew Hamilton 0.00% No change 88 $10K
Obsidian Cio, LLC 0.01% Add +1.1% 88 $10K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 87 $10K
Bruce G. Allen Investments, LLC 0.01% New 84 $10K
United Financial Planning Group LLC 0.01% No change 82 $9K
Morton Brown Family Wealth, LLC 0.00% No change 82 $9K
Ankerstar Wealth, LLC 0.01% No change 81 $9K
Financial Gravity Asset Management, Inc. 0.00% No change 81 $9K
Caitlin John, LLC 0.01% No change 77 $9K
Grand Wealth Management, LLC 0.00% Reduce -15.6% 76 $9K
Halbert Hargrove Global Advisors, LLC 0.00% Add +1.4% 72 $8K
Paladin Advisory Group, LLC 0.01% No change 65 $7K
Medallion Wealth Advisors, LLC 0.00% Reduce -8.6% 64 $7K
Chapman Financial Group, LLC 0.00% No change 59 $7K
Robinswood Financial LLC 0.00% Add +256.3% 57 $6K
Capital & Planning, LLC 0.00% New 56 $6K
Minot DeBlois Advisors LLC 0.01% No change 50 $6K
Hamrick Investment Counsel, llc 0.00% No change 50 $6K
BankChampaign, National Association 0.01% Reduce -86.0% 49 $6K
Webster Bank, N. A. 0.00% No change 49 $6K
Chelsea Counsel Co. 0.00% No change 46 $5K
Strategic Advisory Partners, LLC 0.00% New 44 $5K
Highline Wealth Partners LLC 0.00% No change 33 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 28 $3K
ESL Trust Services, LLC 0.00% No change 26 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -96.6% 21 $2K
Marshall Investment Management, LLC 0.00% New 20 $2K
Valley National Advisers Inc. 0.00% No change 18 $2K
Orion Capital Management LLC 0.00% New 17 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 15 $2K
Wiser Advisor Group LLC 0.00% New 5 $566
Vermillion Wealth Management, Inc. 0.00% New 5 $566
Blueline Advisors LLC 0.00% Add +100.0% 4 $453
Avion Wealth 0.00% No change 3 $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.