iShares S&P 500 Growth ETFIVWETF

13F holders, Q2 2026 (June 30)
2,137holders +84
158new positions
67sold out
6famous investors
$137.17avg. 13F price*

At the end of Q2 2026, 2,137 institutions reported holding iShares S&P 500 Growth ETF (IVW) in their 13F filings, up 84 from Q1 2026. 158 opened new positions and 67 sold out. The largest holders were Envestnet Asset Management Inc. ($6.8B), JPMorgan Chase & Co. ($5.4B) and Morgan Stanley ($4.8B). 6 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions158$206.2M
Exits67$84.7M

All 13F filers, Q1 2026 → Q2 2026: 11,367,564 shares bought and 10,858,931 shares sold, net +508,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,137 holders

Envestnet Asset Management Inc. 1.60% Reduce -0.1% 49,275,443 $6.8B
JPMorgan Chase & Co. 0.31% Reduce -2.5% 39,457,799 $5.4B
Morgan Stanley 0.25% Add +0.9% 34,601,758 $4.8B
LPL Financial LLC 0.67% Add +3.2% 21,564,794 $3.0B
Bank of America Corp. 0.18% Add +5.2% 20,803,829 $2.9B
Wells Fargo & Company 0.37% Add +0.3% 15,408,492 $2.1B
UBS Group AG 0.18% Reduce -4.3% 8,213,429 $1.1B
Stifel Financial Corp. 0.94% Add +12.1% 8,171,635 $1.1B
Ameriprise Financial Inc. 0.22% Reduce -0.0% 8,007,251 $1.1B
PNC Financial Services Group, Inc. 0.36% Reduce -2.9% 5,236,259 $720.1M
Cetera Investment Advisers 0.60% Add +0.7% 4,789,797 $658.7M
BlackRock, Inc. 0.01% Reduce -3.5% 4,372,824 $601.4M
Raymond James Financial Inc. 0.16% Add +9.6% 4,262,762 $586.3M
Goldman Sachs Group Inc. 0.06% Reduce -1.4% 4,224,901 $581.1M
MML Investors Services, LLC 1.12% Add +19.4% 3,983,147 $547.8M
Park Avenue Securities LLC 3.32% Add +0.3% 3,868,755 $532.1M
M&T Bank Corp 1.55% Reduce -2.5% 3,855,837 $530.3M
Lido Advisors, LLC 1.80% Reduce -6.1% 3,637,150 $500.2M
Royal Bank of Canada 0.08% Add +1.8% 3,602,660 $495.4M
Envestnet Portfolio Solutions, Inc. 2.35% Reduce -2.3% 3,569,833 $491.0M
Mariner, LLC 0.47% Reduce -8.3% 3,269,520 $449.7M
Commonwealth Equity Services, LLC 0.53% Add +1.6% 3,084,786 $424.3M
Jones Financial Companies LLLP 0.17% Add +6.8% 3,194,451 $423.8M
Regions Financial Corp. 2.15% Reduce -2.9% 2,617,108 $359.9M
Janney Montgomery Scott LLC 0.64% Reduce -0.1% 2,413,813 $332.0M
Foundations Investment Advisors, LLC 3.41% Add +5.9% 2,410,689 $331.5M
Sofi Wealth, LLC 13.00% Add +4.4% 2,349,051 $323.1M
HB Wealth Management, LLC 1.70% Reduce -1.6% 2,200,705 $302.7M
FMR LLC 0.01% Add +0.0% 2,047,686 $281.6M
HighTower Advisors, LLC 0.27% Reduce -1.4% 2,021,788 $278.1M
Osaic Holdings, Inc. 0.33% Add +2.4% 2,013,076 $277.0M
Bank of New York Mellon Corp 0.05% Add +1.1% 2,000,012 $275.1M
Focus Partners Wealth 0.27% Add +2.3% 1,947,941 $267.9M
NewEdge Advisors, LLC 0.75% Add +1.1% 1,841,602 $253.3M
Northwestern Mutual Wealth Management Co. 0.12% Add +0.3% 1,657,682 $228.0M
Fifth Third Bancorp 0.32% Reduce -4.5% 1,429,702 $196.6M
Thrivent Financial for Lutherans 0.33% Reduce -5.4% 1,389,402 $190.6M
Rehmann Capital Advisory Group 8.21% Add +11.9% 1,303,025 $179.3M
JB Capital LLC 6.17% Reduce -3.2% 1,295,626 $178.2M
Moneta Group Investment Advisors LLC 1.31% Add +0.2% 1,288,834 $177.3M
Sanctuary Advisors, LLC 0.78% Reduce -13.0% 1,223,682 $168.3M
Calamos Wealth Management LLC 4.84% Add +1.9% 1,147,615 $157.8M
Truist Financial Corp. 0.19% Reduce -6.7% 1,142,608 $157.1M
United Capital Financial Advisors, LLC 0.85% Add +1.7% 1,124,043 $154.7M
MAI Capital Management 0.59% Add +1.5% 1,124,765 $154.7M
Cambridge Investment Research Advisors, Inc. 0.35% Reduce -1.6% 1,121,121 $154.2M
Cerity Partners LLC 0.18% Add +4.3% 1,074,898 $147.8M
LVZ, Inc. 14.49% Reduce -1.0% 1,036,902 $142.6M
Courier Capital LLC 6.31% Reduce -4.6% 918,582 $126.3M
Rockefeller Capital Management L.P. 0.19% Add +1.7% 900,491 $123.8M
Kestra Advisory Services, LLC 0.38% Add +0.2% 861,433 $118.5M
Advocacy Wealth Management, LLC 4.04% Reduce -2.6% 807,434 $111.0M
Steward Partners Investment Advisory, LLC 0.56% Reduce -41.6% 795,103 $109.4M
Baird Financial Group, Inc. 0.15% Reduce -11.4% 783,316 $107.7M
Cliftonlarsonallen Wealth Advisors, LLC 1.38% Reduce -9.8% 762,341 $104.8M
Ascent Group, LLC 3.03% Add +0.6% 736,912 $101.3M
Modern Wealth Management, LLC 1.21% Add +24.1% 735,644 $101.2M
Two Sigma Investments, LP 0.08% Reduce -63.6% 717,831 $98.7M
Northern Trust Corp. 0.01% Reduce -3.2% 710,390 $97.7M
AE Wealth Management LLC 0.45% Reduce -0.8% 709,045 $97.5M
Triad Wealth Partners, LLC 5.72% Add +48.4% 697,889 $96.5M
Keybank National Association 0.32% Reduce -1.1% 699,654 $96.2M
Creative Planning 0.05% Reduce -0.3% 671,647 $92.4M
Wealth Enhancement Advisory Services, LLC 0.15% Add +7.3% 647,650 $89.8M
Modera Wealth Management, LLC 0.92% Reduce -1.6% 625,957 $86.1M
Stegner Investment Associates Inc. 39.80% Reduce -0.9% 608,731 $83.7M
Atria Investments, Inc 0.83% Add +3.3% 603,475 $83.0M
Vise Technologies, Inc. 0.93% Add +162.4% 595,611 $81.9M
Arkadios Wealth Advisors 1.24% Add +18.5% 588,050 $80.9M
Bank of Montreal 0.03% Reduce -1.7% 585,670 $80.5M
US Bancorp \de 0.09% Add +0.4% 578,774 $79.6M
Salomon & Ludwin, LLC 6.51% Reduce -3.4% 578,289 $79.1M
Valmark Advisers, Inc. 0.83% Reduce -4.0% 569,928 $78.4M
SilverOak Wealth Management LLC 9.92% Reduce -1.2% 559,953 $77.0M
CreativeOne Wealth, LLC 1.58% Add +4.6% 531,981 $73.2M
Harbour Investments, Inc. 0.98% Reduce -1.0% 527,487 $72.5M
North Star Investment Management Corp. 3.79% Add +0.9% 505,966 $69.6M
Captrust Financial Advisors 0.11% Add +2.3% 500,578 $68.8M
Mercer Global Advisors Inc. 0.08% Add +42.1% 497,843 $68.5M
Private Advisor Group, LLC 0.31% Reduce -27.8% 497,075 $68.4M
Probity Advisors, Inc. 9.63% Reduce -2.3% 489,655 $67.3M
West Wealth Group, LLC 10.95% Add +3.8% 486,868 $67.0M
Midland Wealth Advisors, LLC 3.10% Reduce -4.5% 480,380 $66.1M
Icon Wealth Advisors, LLC 3.95% Reduce -3.3% 476,929 $65.6M
SCS Capital Management LLC 0.61% Reduce -1.1% 466,610 $64.2M
Mgo One Seven LLC 1.00% Add +1.0% 438,642 $60.3M
Principal Securities, Inc. 0.71% Add +1.5% 428,592 $58.9M
Sigma Planning Corp 1.48% Reduce -1.1% 427,683 $58.8M
USA Financial Formulas 10.53% — 418,090 $57.5M
Pathstone Holdings, LLC 0.16% Add +15.4% 407,233 $56.0M
Citigroup Inc. 0.03% Add +19.1% 407,199 $56.0M
Choreo, LLC 0.61% Reduce -1.8% 402,802 $55.4M
AQR Capital Management 0.02% Add +20.1% 402,461 $55.4M
&partners 0.23% Reduce -8.1% 401,071 $55.3M
MA Private Wealth 8.11% Add +1.4% 395,664 $54.4M
Clearstead Advisors, LLC 0.49% Add +1.4% 374,870 $51.6M
ShoreHaven Wealth Partners, LLC 16.15% Add +22.2% 373,246 $51.3M
OneDigital Investment Advisors LLC 0.43% Reduce -5.0% 371,331 $51.1M
Sharkey, Howes & Javer 6.14% Reduce -0.3% 369,845 $50.9M
Encompass Wealth Advisors, LLC 15.43% Reduce -1.0% 368,443 $50.7M
Dynasty Wealth Management, LLC 0.37% Add +1.4% 366,195 $50.4M
Lee Financial Co 6.23% Add +0.1% 354,953 $48.8M
Calydon Capital 7.11% Add +0.1% 352,808 $48.5M
Connecticut Wealth Management, LLC 1.79% Reduce -0.6% 351,996 $48.4M
Beacon Pointe Advisors, LLC 0.23% Add +1.0% 351,931 $48.4M
CGC Financial Services, LLC 10.61% Reduce -1.3% 342,936 $47.2M
Stratos Wealth Partners, LTD. 0.48% Reduce -12.0% 342,045 $47.0M
Vestmark Advisory Solutions, Inc. 0.44% Add +278.7% 338,319 $46.5M
Financial Life Advisors 13.20% Reduce -6.5% 337,681 $46.4M
Foundation Wealth Management, LLC 28.61% Reduce -0.3% 336,974 $46.3M
Equitable Holdings, Inc. 0.27% Add +20.8% 333,125 $45.8M
J.W. Cole Advisors, Inc. 0.79% New 332,923 $45.8M
LMG Wealth Partners, LLC 7.31% Add +0.3% 332,814 $45.8M
Gladstone Institutional Advisory LLC 1.44% Add +2.8% 332,038 $45.7M
Farther Finance Advisors, LLC 0.35% Reduce -0.9% 329,558 $45.3M
Busey Bank 1.08% Reduce -1.6% 324,477 $44.6M
Wealth Alliance, LLC 3.69% Add +47.1% 320,489 $44.1M
1834 Investment Advisors Co. 4.99% Reduce -1.6% 320,486 $44.1M
Praetorian Wealth Management, Inc. 7.43% Reduce -0.5% 312,983 $43.0M
Integrity Alliance, Llc. 1.35% Add +8.2% 312,079 $42.9M
Greenleaf Trust 0.41% Add +1.2% 311,771 $42.9M
Stone House Investment Management, LLC 5.55% Add +2.2% 303,365 $41.7M
Concurrent Investment Advisors, LLC 0.35% Add +6.9% 299,260 $41.2M
Bokf, NA 0.57% Reduce -1.5% 299,207 $41.1M
Capital Analysts, LLC 0.94% Add +1.1% 297,608 $40.9M
Blue Edge Capital, LLC 4.90% Add +0.6% 296,902 $40.8M
Kestra Private Wealth Services, LLC 0.45% Add +8.9% 294,758 $40.5M
Sagespring Wealth Partners, LLC 0.62% Add +2.0% 294,370 $40.5M
Amarillo National Bank 6.44% Reduce -0.6% 292,223 $40.2M
Sterling Investment Counsel, LLC 9.32% Add +1.7% 287,866 $39.6M
Corient Private Wealth LP 0.05% Reduce -17.6% 285,498 $39.3M
Eq LLC 9.56% Add +6.7% 283,058 $38.9M
Orion Porfolio Solutions, LLC 0.30% Reduce -0.5% 281,870 $38.8M
Marks Group Wealth Management, Inc 3.37% Add +98.3% 280,897 $38.6M
Powell Investment Advisors, LLC 12.14% Reduce -3.7% 279,385 $38.4M
Ewa, LLC 7.01% Reduce -0.8% 278,926 $38.4M
Global Retirement Partners, LLC 0.59% — 278,764 $38.3M
Laird Norton Wetherby Trust Company, LLC 0.73% Reduce -0.0% 275,850 $37.9M
Meridian Wealth Partners, LLC 4.58% Add +1.0% 275,265 $37.9M
IFP Advisors, Inc 0.67% Reduce -21.3% 269,980 $37.1M
Ieq Capital, LLC 0.17% Add +0.9% 266,825 $36.7M
Wilmington Savings Fund Society, FSB 0.82% Add +0.8% 266,035 $36.6M
Silicon Valley Capital Partners 2.96% Reduce -2.3% 265,605 $36.5M
MV Capital Management, Inc. 3.22% Reduce -0.8% 264,100 $36.3M
Brookstone Capital Management 0.36% Reduce -15.6% 263,593 $36.3M
Kwmg, LLC 2.62% Add +5.1% 263,478 $36.2M
Integrated Wealth Concepts LLC 0.24% Add +5.0% 262,511 $36.1M
BOK Financial Private Wealth, Inc. 1.84% Reduce -1.8% 261,173 $35.9M
Natixis Advisors, LLC 0.04% Add +0.9% 260,985 $35.9M
Savant Capital, LLC 0.11% Add +54.5% 258,414 $35.9M
Horst & Graben Wealth Management LLC 4.72% Reduce -0.2% 261,956 $35.9M
Allworth Financial LP 0.15% Reduce -49.5% 260,671 $35.9M
AlphaCore Capital LLC 0.65% Reduce -7.7% 258,194 $35.5M
SteelPeak Wealth, LLC 0.93% Reduce -3.0% 257,599 $35.4M
First Merchants Corp. 1.24% Add +0.5% 256,893 $35.3M
Quantinno Capital Management LP 0.04% Add +2.1% 256,741 $35.3M
Pettinga Financial Advisors LLC 5.62% Reduce -2.8% 254,988 $35.1M
Alvarez & Marsal Private Wealth Partners, LLC 4.62% Add +3.1% 254,912 $35.1M
Detalus Advisors, LLC 6.79% Add +1.7% 253,147 $34.8M
Swmg, LLC 8.19% Add +16.8% 252,257 $34.8M
Forvis Mazars Wealth Advisors, LLC 0.58% Reduce -3.8% 252,052 $34.7M
ADG Wealth Management Group, LLC 21.02% Reduce -2.0% 240,689 $33.1M
Security Financial Services, INC. 4.58% Reduce -3.5% 240,119 $33.0M
Avior Wealth Management, LLC 0.87% Add +3.7% 239,337 $32.9M
Merit Financial Group, LLC 0.20% Reduce -1.5% 236,673 $32.5M
Cahill Financial Advisors Inc. 3.10% Reduce -1.9% 234,566 $32.3M
PAX Financial Group, LLC 4.77% Add +4.0% 233,600 $32.1M
Western Wealth Management, LLC 1.05% Reduce -1.0% 233,092 $32.1M
Physician Wealth Advisors, Inc. 3.79% Add +9.2% 230,758 $31.7M
One Wealth Advisors, LLC 3.46% Add +0.7% 228,006 $31.4M
World Investment Advisors 0.52% Reduce -1.0% 254,859 $31.3M
Csenge Advisory Group 1.27% Reduce -1.2% 227,378 $31.3M
Droms Strauss Advisors Inc. /Mo/ 7.08% Reduce -0.3% 226,859 $31.2M
Saiph Capital, LLC 9.22% Add +0.5% 223,887 $30.8M
Hemming& Wealth Management, Inc. 18.44% Reduce -2.8% 220,223 $30.3M
Liberty Wealth Management LLC 3.76% No change 266,207 $30.1M
Citizens Financial Group Inc. 0.36% Add +5.4% 218,740 $30.1M
First Hawaiian Bank 3.76% Reduce -2.7% 215,993 $29.7M
Trek Financial, LLC 1.46% Add +3.5% 213,749 $29.4M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.0% 212,790 $29.3M
Financial Engines Advisors L.L.C. 0.05% Reduce -4.0% 211,987 $29.2M
Per Stirling Capital Management, LLC. 2.76% Reduce -0.9% 210,459 $28.9M
Spire Wealth Management 0.87% Reduce -0.3% 209,006 $28.7M
TD Private Client Wealth LLC 0.53% Reduce -7.5% 208,318 $28.7M
MLG Wealth Management DBA Pine Grove Financial Group 2.85% Add +0.5% 205,261 $28.3M
Apollon Wealth Management, LLC 0.34% Reduce -10.0% 203,002 $27.9M
Johnson Investment Counsel Inc. 0.20% Add +1.9% 201,949 $27.8M
Frontier Asset Management, LLC 4.87% Add +7.6% 197,805 $27.2M
Waverly Advisors, LLC 0.16% Reduce -3.0% 196,898 $27.1M
Keystone Financial Services 6.93% Reduce -3.0% 195,692 $26.9M
Callan Family Office, LLC 0.53% Add +0.5% 195,591 $26.9M
Instrumental Wealth, LLC 13.56% Add +3.5% 194,694 $26.8M
GHP Investment Advisors, Inc. 0.98% Reduce -1.6% 193,024 $26.5M
Diversify Advisory Services, LLC 0.45% New 200,338 $26.5M
Diversify Wealth Management, LLC 0.45% Add +0.8% 200,338 $26.5M
Ashton Thomas Private Wealth, LLC 0.55% Reduce -3.1% 192,433 $26.5M
Cullen/Frost Bankers, Inc. 0.26% Reduce -0.0% 189,809 $26.1M
Elevated Financial Group LLC 7.33% Add +7.8% 188,701 $26.0M
Guidance Point Advisors, LLC 5.58% Add +0.2% 187,601 $25.8M
McMorgan & Co. LLC 3.87% Reduce -4.8% 186,940 $25.7M
Kelly Financial Services LLC 5.48% Reduce -2.3% 186,168 $25.6M
Adaptive Financial Consulting, LLC 8.79% Add +1.0% 182,539 $25.1M
Patton Albertson Miller Group, LLC 2.49% Add +9.1% 182,247 $25.1M
Sequoia Financial Advisors, LLC 0.12% Reduce -0.5% 181,112 $24.9M
Avantax Planning Partners, Inc. 0.62% Reduce -3.9% 179,987 $24.8M
Sei Investments Co. 0.02% Reduce -3.3% 176,217 $24.2M
Stokes Family Office, LLC 2.82% Reduce -24.7% 175,837 $24.2M
Scissortail Wealth Management, LLC 4.63% Reduce -0.6% 175,126 $24.1M
MJT & Associates Financial Advisory Group, Inc. 15.90% Reduce -8.1% 174,815 $24.0M
EP Wealth Advisors, LLC 0.09% Add +3.4% 173,758 $23.9M
Ameritas Investment Partners, Inc. 0.63% Reduce -17.8% 171,522 $23.6M
Itau Unibanco Holding S.A. 0.46% Add +55.5% 171,500 $23.6M
Regal Investment Advisors LLC 1.22% Add +1.2% 170,924 $23.5M
Ameritas Advisory Services, LLC 0.47% Add +121.8% 170,648 $23.5M
FAS Wealth Partners, Inc. 1.22% Reduce -0.8% 170,400 $23.4M
Kilter Group LLC 8.48% Reduce -1.8% 170,351 $23.4M
Mesirow Financial Investment Management, Inc. 0.36% Add +3.1% 167,392 $23.0M
Advisory Services Network, LLC 0.26% Add +5.1% 166,932 $23.0M
Barrett & Company, Inc. 6.37% Add +5.4% 165,307 $22.7M
Legacy Financial Group LLC 2.54% Add +1.5% 164,287 $22.6M
Rothschild Wealth LLC 1.79% Add +2.6% 163,186 $22.4M
ONE Advisory Partners, LLC 6.03% Reduce -4.1% 161,154 $22.2M
Commerce Bank 0.10% Reduce -2.5% 160,837 $22.1M
CFS Investment Advisory Services, LLC 1.47% Reduce -2.6% 163,210 $22.1M
Ifrah Financial Services, Inc. 5.35% Reduce -5.8% 159,153 $21.9M
Assetmark, Inc. 0.04% Add +4.6% 158,814 $21.8M
Capital Advisors, Ltd. LLC 2.20% Add +1.4% 158,795 $21.8M
Cresset Asset Management, LLC 0.08% Reduce -0.8% 157,330 $21.6M
DT Investment Partners, LLC 1.58% Reduce -1.1% 154,386 $21.2M
UMB Bank, n.a. 0.27% Reduce -7.4% 154,322 $21.2M
Plancorp, LLC 0.51% Add +2613.8% 154,385 $21.1M
Prosperity Consulting Group, LLC 0.79% Reduce -0.5% 152,323 $20.9M
Gallagher Capital Advisors, LLC 11.87% New 150,529 $20.7M
Fifth Third Securities, Inc. 1.17% Reduce -2.9% 148,989 $20.5M
Acropolis Investment Management, LLC 0.81% Reduce -3.4% 148,868 $20.5M
Sterling Financial Planning, Inc. 5.54% Reduce -0.3% 148,229 $20.4M
McNaughton Wealth Management, LLC 7.22% Add +0.1% 147,899 $20.3M
Cypress Wealth Services, LLC 2.50% Add +2.6% 147,840 $20.3M
Royal Fund Management, LLC 1.68% Add +2.3% 146,678 $20.2M
Independent Solutions Wealth Management, LLC 2.62% Reduce -4.7% 146,134 $20.1M
Focus Financial Network, Inc. 0.62% Reduce -0.8% 146,039 $20.1M
First Heartland Consultants, Inc. 1.29% Reduce -19.5% 144,706 $19.9M
Scarborough Advisors, LLC 2.27% Reduce -0.0% 146,547 $19.8M
Prudential Financial Inc. 0.02% Add +251.3% 141,485 $19.5M
Trust Point Inc. 1.65% Reduce -7.0% 141,130 $19.4M
Snowden Capital Advisors LLC 0.46% Add +0.7% 140,953 $19.4M
Mayflower Financial Advisors, LLC 1.67% Add +11.0% 140,415 $19.3M
Rodgers & Associates, LTD 1.74% Reduce -3.3% 139,031 $19.1M
CoreCap Advisors, LLC 0.56% Add +22.4% 138,002 $19.0M
JFS Wealth Advisors, LLC 0.94% Reduce -3.4% 136,636 $18.8M
Beacon Capital Management, LLC 2.74% Add +231.3% 136,146 $18.7M
CX Institutional 0.53% Add +5.1% 134,747 $18.5M
Argent Trust Co 0.53% Add +1.0% 134,443 $18.5M
Carbahal Olsen Financial Services Group, LLC 12.78% Reduce -2.9% 133,884 $18.4M
Twin Focus Capital Partners, LLC 1.86% Reduce -2.1% 132,990 $18.3M
Sovran Advisors, LLC 1.36% Add +4.6% 138,359 $18.2M
Mutual Advisors, LLC 0.34% Reduce -5.0% 132,619 $18.2M
Planned Solutions, Inc. 5.25% Add +0.8% 132,587 $18.2M
Ironwood Financial, llc 2.85% Reduce -8.8% 133,209 $18.2M
Lansing Street Advisors 3.83% Reduce -8.6% 130,898 $18.0M
Ancora Advisors LLC 0.35% Add +14.2% 129,830 $17.9M
WealthShield Partners, LLC 2.71% Reduce -16.7% 128,972 $17.7M
Silvercrest Asset Management Group LLC 0.12% Reduce -0.1% 128,256 $17.6M
Carl P. Sherr & Co., LLC 7.36% Reduce -2.2% 127,641 $17.6M
Blair William & Co. 0.05% Reduce -12.3% 127,299 $17.5M
Nicolet Bankshares Inc. 0.55% Add +0.1% 126,764 $17.4M
Blue Trust, Inc. 0.18% Reduce -14.7% 126,412 $17.4M
Midwest Financial Group LLC 6.00% Add +5.7% 124,345 $17.1M
American Wealth Advisors, LLC 15.96% Reduce -0.1% 123,649 $17.0M
BNP Paribas Financial Markets 0.01% Reduce -31.1% 123,028 $16.9M
Invst, LLC 1.64% Reduce -1.0% 122,333 $16.8M
Wealthspire Advisors, LLC 0.09% Add +13.9% 122,234 $16.8M
Blue Zone Wealth Advisors, LLC 2.91% Add +1.1% 121,365 $16.7M
Bay Harbor Wealth Management, LLC 3.77% Add +0.4% 118,930 $16.4M
Beese Fulmer Investment Management, Inc. 0.94% Reduce -0.2% 118,790 $16.3M
Brown Advisory Inc. 0.03% Add +3.8% 117,663 $16.2M
Composition Wealth, LLC 0.19% Add +0.0% 117,294 $16.1M
Perkins Coie Trust Co 2.67% Reduce -2.4% 117,236 $16.1M
W Advisors, LLC 7.27% Reduce -1.4% 116,249 $16.0M
Peapack Gladstone Financial Corp. 0.18% Reduce -1.2% 115,305 $15.9M
Pinnacle Financial Partners, Inc. 0.11% Add +7.7% 112,703 $15.5M
Alliancebernstein L.P. 0.01% Add +16.9% 136,976 $15.5M
LBMC Investment Advisors, LLC 0.84% Reduce -4.6% 112,572 $15.5M
WCG Wealth Advisors LLC 0.37% Reduce -2.1% 112,481 $15.5M
Keebeck Wealth Management 1.51% Reduce -0.7% 112,356 $15.5M
Wescott Financial Advisory Group, LLC 1.19% Add +6.5% 111,735 $15.4M
Farmers & Merchants Investments Inc. 0.37% Reduce -3.3% 111,546 $15.3M
Founders Grove Wealth Partners, LLC 3.03% Reduce -2.2% 110,218 $15.2M
Perigon Wealth Management, LLC 0.24% Reduce -1.2% 109,669 $15.1M
Willis Johnson & Associates, Inc. 0.84% Reduce -8.3% 109,498 $15.1M
Traynor Capital Management, Inc. 0.71% Add +4.2% 109,400 $15.0M
Centerpoint Advisors, LLC 4.27% Reduce -1.6% 109,316 $15.0M
Integrated Advisors Network LLC 0.69% Add +44.0% 109,028 $15.0M
YHB Investment Advisors, Inc. 0.96% Add +0.1% 108,453 $14.9M
Level Four Advisory Services, LLC 0.41% Reduce -0.5% 105,839 $14.6M
IFG Advisory, LLC 0.51% New 104,901 $14.4M
Hancock Whitney Corp. 0.24% Reduce -0.5% 104,891 $14.4M
Signature Estate & Investment Advisors LLC 0.26% Add +5.3% 104,476 $14.4M
Oppenheimer & Co. Inc. 0.15% Add +0.4% 104,076 $14.3M
Clark Financial Services Group Inc. 6.71% Reduce -0.7% 103,353 $14.2M
Elevation Point Wealth Partners, LLC 0.26% Reduce -2.0% 101,654 $14.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -26.0% 100,895 $13.9M
Financial Perspectives, Inc 3.37% Add +1.6% 100,576 $13.8M
Gateway Wealth Partners, LLC 0.83% Reduce -42.6% 100,301 $13.8M
Twin Peaks Wealth Advisors, LLC 3.09% Add +9.1% 99,338 $13.7M
Forthright Family Wealth Advisory LLC 7.69% Add +213.4% 98,809 $13.6M
Associated Banc-Corp 0.32% Add +12.4% 98,426 $13.5M
May Hill Capital, LLC 2.82% Add +0.5% 98,075 $13.5M
Archer Investment Management, LLC 4.59% Reduce -2.9% 97,770 $13.4M
Financial Advisors Network, Inc. 1.63% Reduce -0.4% 96,750 $13.3M
Horizon Family Wealth, Inc. 6.07% Reduce -1.4% 96,677 $13.3M
O'shaughnessy Asset Management, LLC 0.06% Reduce -13.9% 95,945 $13.2M
CIBC Bancorp USA Inc. 0.02% Add +17.2% 95,869 $13.2M
First Financial Bank - Trust Division 0.94% Reduce -7.0% 95,463 $13.1M
North Berkeley Wealth Management, LLC 5.30% Add +1.7% 95,414 $13.1M
Arch Global Advisors, LLC 5.72% Add +0.5% 93,931 $12.9M
Peoples Bank 6.61% Add +9.8% 93,540 $12.9M
Investment Advisory Group, LLC 2.79% Add +4.7% 93,411 $12.8M
Lee, Kelleher & Klein Wealth Management 6.66% Add +2.0% 92,597 $12.7M
Great Valley Advisor Group, Inc. 0.20% Reduce -3.2% 92,443 $12.7M
VestGen Advisors, LLC 0.37% Reduce -1.1% 91,794 $12.6M
Howard Capital Management, LLC 0.15% Reduce -2.3% 90,755 $12.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.04% Add +0.1% 89,586 $12.3M
Godfrey Financial Associates, Inc. 9.43% Add +0.2% 90,538 $12.3M
EPG Wealth Management LLC 2.93% Add +1.3% 89,051 $12.2M
Mather Group, Llc. 0.11% Add +61.9% 89,040 $12.2M
Pallas Capital Advisors LLC 0.38% Add +0.1% 89,001 $12.2M
Simplicity Wealth,LLC 0.41% Add +24.8% 88,877 $12.2M
Gen-Wealth Partners Inc 3.40% Add +7.1% 88,796 $12.2M
Prime Capital Investment Advisors, LLC 0.12% Reduce -51.8% 88,428 $12.2M
Pacific Financial Group Inc. 5.74% Reduce -4.1% 87,103 $12.0M
Sonata Capital Group Inc. 3.84% Add +21.4% 86,593 $11.9M
BKM Wealth Management, LLC 4.21% Reduce -7.1% 86,516 $11.9M
Broadview Financial Management, LLC 7.25% Reduce -2.7% 86,311 $11.9M
Novare Capital Management LLC 0.84% Add +20.1% 86,308 $11.9M
Signature Wealth Management Partners, LLC 5.52% Reduce -27.3% 86,070 $11.8M
Element Pointe Advisors, LLC 1.90% Reduce 0.0% 85,698 $11.8M
Old National Bancorp 0.23% Reduce -1.3% 85,687 $11.8M
TSA Wealth Managment LLC 3.32% Reduce -7.8% 85,460 $11.8M
Landing Point Financial Group, LLC 3.98% Add +1599.4% 85,074 $11.7M
Wellspring Financial Advisors, LLC 0.77% Reduce -0.3% 85,038 $11.7M
SGL Investment Advisors, Inc. 4.06% Add +9.9% 82,316 $11.7M
Geneos Wealth Management Inc. 0.24% Reduce -7.5% 84,501 $11.6M
Arax Advisory Partners 0.08% Add +110.5% 83,956 $11.5M
PKS Advisory Services, LLC 1.84% Add +12.7% 83,860 $11.5M
AtlasMark Financial, Inc 5.67% Add +62.8% 83,781 $11.5M
Firethorn Wealth Partners, LLC 3.71% Add +32.7% 83,749 $11.5M
SigFig Wealth Management, LLC 0.30% Reduce -3.3% 84,432 $11.4M
Advyzon Investment Management, LLC 0.83% Reduce -21.5% 83,089 $11.4M
Hobbs Wealth Management, LLC 9.56% Add +3.6% 82,247 $11.3M
Summit Financial, LLC 0.12% Add +7.0% 81,882 $11.3M
M1 Capital Management LLC 4.15% Add +19.1% 81,752 $11.2M
Apeiron RIA LLC 2.88% Add +93.3% 81,595 $11.2M
Tilson Financial Group, Inc. 3.07% Reduce -0.1% 81,285 $11.2M
Endeavor Private Wealth, Inc. 2.70% Add +0.3% 80,728 $11.1M
Alpine Bank Wealth Management 1.42% No change 80,275 $11.0M
LiftPoint Family Wealth Advisors LLC 7.41% Add +1.4% 79,508 $10.9M
Polaris Investment Advisors, LLC 6.98% Reduce -4.5% 79,223 $10.9M
United Bank 1.28% Add +3.8% 79,127 $10.9M
Founders Financial Alliance, LLC 1.43% Add +2982.5% 78,327 $10.8M
MidFirst Bank 0.76% Reduce -1.5% 78,171 $10.8M
Polianta Ltd 1.33% Reduce -3.6% 78,000 $10.7M
One Wealth Capital Management, LLC 3.04% Add +16.6% 77,730 $10.7M
Daviman Financial, LLC 5.90% Reduce -1.4% 77,664 $10.7M
Evergreen Capital Management LLC 0.19% Reduce -1.3% 77,441 $10.7M
Parallel Advisors, LLC 0.16% Add +4.4% 77,312 $10.6M
Resolute Wealth Advisor, Inc. 5.98% No change 92,942 $10.5M
Franklin Resources Inc. 0.00% Reduce -1.1% 75,789 $10.4M
Cosner Financial Group, LLC 5.35% Add +0.3% 75,772 $10.4M
A4 Wealth Advisors LLC 7.01% Add +20.9% 75,578 $10.4M
Soltis Investment Advisors LLC 0.60% Add +2.5% 75,057 $10.3M
Coldstream Capital Management Inc. 0.13% Reduce -18.4% 74,976 $10.3M
D.A. Davidson & Co. 0.06% Reduce -8.7% 74,030 $10.2M
Glenmede Trust Co. NA 0.04% Add +18.5% 73,444 $10.1M
Beto Financial Group, LLC 5.28% Add +5.3% 74,669 $10.1M
Transcendent Capital Group LLC 3.85% Reduce -0.7% 71,901 $9.9M
Lifelong Wealth Advisors, Inc. 2.32% Add +5.1% 71,625 $9.9M
NorthRock Partners, LLC 0.14% Reduce -0.1% 71,508 $9.8M
Ellis Investment Partners, LLC 1.49% Reduce -1.6% 71,299 $9.8M
GC Wealth Management RIA, LLC 0.56% Reduce -8.8% 70,508 $9.7M
Frisch Financial Group, Inc. 1.66% Add +242.7% 70,470 $9.7M
Spectrum Planning & Advisory Services Inc. 4.34% Add +0.7% 70,464 $9.7M
Next Capital Management LLC 2.61% Add +3.7% 70,383 $9.7M
First Foundation Advisors 0.34% Add +4.0% 69,181 $9.5M
Maia Wealth LLC 1.41% Reduce -7.9% 69,178 $9.5M
Gotham Asset Management 0.02% Add +21.8% 68,716 $9.5M
Jamison Private Wealth Management, Inc. 0.98% New 68,611 $9.4M
Silver Oak Securities, Incorporated 0.57% Add +43.8% 67,795 $9.3M
Atlantic Family Wealth, LLC 5.96% Reduce -0.1% 67,776 $9.3M
StoneX Group Inc. 0.38% Reduce -7.4% 67,669 $9.3M
Bleakley Financial Group, LLC 0.12% Reduce -4.6% 67,370 $9.3M
Robertson Stephens Wealth Management, LLC 0.23% Reduce -0.6% 67,006 $9.2M
AlTi Global, Inc. 0.19% Add +1.4% 66,461 $9.1M
Capital Advisors Inc. 0.13% Reduce -0.1% 66,456 $9.1M
Avestar Capital, LLC 0.54% Reduce -1.6% 66,325 $9.1M
Retirement Planning Group, LLC 0.23% Reduce -1.6% 66,198 $9.1M
Avid Wealth Partners LLC 4.40% Reduce -31.5% 66,139 $9.1M
Arvest Bank Trust Division 0.44% Add +9.4% 65,641 $9.0M
Lantz Financial LLC 1.65% Add +0.8% 65,630 $9.0M
Summit Investment Advisory Services, LLC 2.26% Reduce -3.3% 65,519 $9.0M
OpenArc Corporate Advisory, LLC 0.11% Add +6.8% 65,330 $9.0M
Curtis Wealth Management LLC 7.55% Reduce -2.3% 64,754 $8.9M
Portfolio Resources Advisor Group, Inc. 7.51% Reduce -3.6% 64,552 $8.9M
Gryphon Financial Partners LLC 0.80% Reduce -0.3% 64,503 $8.9M
B. Riley Wealth Advisors, Inc. 0.48% Reduce -7.3% 65,034 $8.8M
Financial Management Network Inc. 1.26% Add +0.7% 65,265 $8.8M
Patriot Financial Group Insurance Agency, LLC 0.90% Reduce -46.5% 63,562 $8.7M
Cornerstone Planning Group LLC 1.10% Add +11.9% 64,066 $8.7M
Core Wealth Advisors, LLC 6.36% Reduce -10.8% 62,711 $8.6M
Carret Asset Management, LLC 0.75% Add +28.8% 62,234 $8.6M
Arwa LLC 3.54% Add +61.3% 62,533 $8.5M
Apella Capital, LLC 0.12% Reduce -23.1% 62,525 $8.5M
Focus Partners Advisor Solutions, LLC 0.07% Add +0.5% 61,809 $8.5M
Independent Financial Group, LLC 0.16% Add +43.1% 61,786 $8.5M
Conning Inc. 0.26% No change 61,779 $8.5M
WealthPLAN Partners, LLC 1.62% Add +0.5% 61,627 $8.5M
Tradition Wealth Management, LLC 0.52% Add +1.6% 61,436 $8.4M
Private Wealth Advisors, LLC 2.48% Reduce -0.8% 60,389 $8.3M
Advus Financial Partners, LLC 1.86% Reduce -1.4% 59,682 $8.2M
Belpointe Asset Management LLC 0.27% Add +4.0% 59,300 $8.2M
Uptick Partners, LLC 1.25% Add +186.3% 58,555 $8.1M
Novem Group 0.81% Add +55.8% 58,379 $8.0M
Goelzer Investment Management, Inc. 0.35% Reduce -0.8% 58,230 $8.0M
Prospera Financial Services Inc 0.12% Reduce -7.1% 57,917 $8.0M
Asset One Wealth Management LLC 0.84% Reduce -0.7% 57,425 $8.0M
Cranbrook Wealth Management, LLC 1.47% Reduce -1.8% 57,306 $7.9M
B.O.S.S. Retirement Advisors, LLC 2.12% Reduce -1.7% 57,195 $7.9M
BTC Capital Management, Inc. 0.48% Reduce -0.1% 57,140 $7.9M
Kickstand Ventures, Llc. 1.42% Reduce -5.0% 56,920 $7.8M
Verus Capital Partners, LLC 0.42% Add +1.7% 56,694 $7.8M
Shared Vision Wealth Group LLC 2.68% Reduce -3.8% 56,659 $7.8M
MSH Capital Advisors LLC 1.35% Add +8.7% 56,635 $7.8M
Higgins & Schmidt Wealth Strategies LLC 3.20% Reduce -5.5% 56,445 $7.8M
Heritage Wealth Advisors 0.27% Reduce -7.2% 56,324 $7.7M
Narwhal Capital Management 0.53% No change 56,000 $7.7M
Sapient Capital LLC 0.10% No change 55,941 $7.7M
Centurion Wealth Management LLC 1.84% Add +3.0% 55,812 $7.7M
Absolute Capital Management, LLC 1.91% Add +27.0% 55,694 $7.7M
Alterna Wealth Management, Inc. 4.37% Add +33.0% 55,397 $7.6M
Investment Partners, LTD. 2.37% Add +0.2% 55,092 $7.6M
Compton Wealth Advisory Group, LLC 1.52% Reduce -3.5% 55,056 $7.5M
Evercore Wealth Management, LLC 0.11% No change 54,595 $7.5M
Brighton Jones LLC 0.14% Add +2.4% 54,468 $7.5M
Centaurus Financial, Inc. 0.29% Add +52.3% 54,445 $7.5M
Formulate Financial LLC 7.88% Add +3.1% 54,414 $7.5M
Strategic Blueprint, LLC 0.37% Add +4.1% 53,943 $7.4M
Milestone Asset Management, LLC 1.16% Reduce -3.8% 53,823 $7.4M
Kapstone Financial Advisors LLC 3.10% Add +15.4% 53,760 $7.4M
Ascent Wealth Partners, LLC 0.74% Add +0.6% 53,653 $7.4M
Barnes Wealth Management Group, Inc 3.40% Reduce -0.9% 53,517 $7.4M
Rik Saylor Financial, Inc. 4.83% Reduce -0.9% 53,005 $7.3M
Stratos Wealth Advisors, LLC 0.40% Add +82.9% 52,946 $7.3M
Flagship Wealth Advisors, LLC 1.63% Add +54.9% 52,898 $7.3M
Hoxton Planning & Management, LLC 1.89% Add +3.5% 52,739 $7.3M
United Services Automobile Association 0.58% Add +33.9% 52,602 $7.2M
Alpha Capital Advisors Inc. 6.18% Reduce -1.1% 52,060 $7.2M
PFG Advisors 0.36% Add +6.0% 51,836 $7.1M
Cahaba Wealth Management, Inc. 0.43% Reduce -7.2% 51,830 $7.1M
Bryn Mawr Trust Advisors, LLC 0.31% Add +0.8% 51,685 $7.1M
Sharp Wealth Advisory, LLC 3.28% Add +2369.1% 51,506 $7.1M
Bartlett & Co. Wealth Management LLC 0.09% Add +0.2% 51,461 $7.1M
Midwest Trust Co 0.08% Add +1.2% 51,189 $7.0M
Atlantic Edge Private Wealth Management, LLC 1.44% Add +0.4% 50,909 $7.0M
Croban 3.06% Reduce -36.3% 50,538 $7.0M
Retirement Wealth Solutions LLC 3.82% Add +7.3% 50,413 $6.9M
Dumont & Blake Investment Advisors LLC 1.55% Reduce -1.1% 50,187 $6.9M
Tobias Financial Advisors, Inc. 0.88% Reduce -1.4% 50,150 $6.9M
Integrity Advisory Solutions, LLC 0.71% Add +15.6% 50,084 $6.9M
RKL Wealth Management LLC 0.55% Reduce -4.1% 50,059 $6.9M
Peterson Wealth Advisors, LLC 0.81% Add +1.0% 49,950 $6.9M
Lowe Brockenbrough & Co. Inc. 0.31% No change 49,890 $6.9M
Patriot Investment Management Group, Inc. 0.40% Reduce -0.5% 49,726 $6.8M
Aptus Capital Advisors, LLC 0.05% Add +12.5% 49,682 $6.8M
Chatterton & Associates Inc. 4.01% Add +11.9% 49,446 $6.8M
Old Mission Investment Co LLC 1.42% Reduce -1.8% 49,441 $6.8M
Laurel Wealth Planning LLC 3.01% Reduce -2.3% 49,416 $6.8M
Sowell Financial Services LLC 0.22% Add +5.2% 49,405 $6.8M
Benjamin Edwards Inc. 0.06% Add +4.8% 48,847 $6.7M
Savvy Advisors, Inc. 0.14% Add +16.7% 48,385 $6.7M
IHT Wealth Management, LLC 0.14% Reduce -1.1% 48,317 $6.6M
Diversified Trust Co. 0.11% Add +2.4% 48,168 $6.6M
Waterway Wealth Management, LLC 1.35% New 48,075 $6.6M
Quotient Wealth Partners, LLC 0.15% Reduce -3.7% 47,679 $6.6M
NTV Asset Management LLC 0.64% Reduce -2.8% 47,612 $6.5M
Simon Quick Advisors, LLC 0.26% Add +0.4% 47,588 $6.5M
Client 1ST Advisory Group, LLC 1.76% Add +4.6% 47,573 $6.5M
Nwam LLC 0.33% Add +23.1% 47,402 $6.5M
Mission Wealth Management, LP 0.08% Add +18.2% 47,285 $6.5M
Winthrop Advisory Group LLC 0.43% Add +6.3% 46,877 $6.4M
St. Clair Advisors, LLC 1.65% Reduce -2.8% 46,660 $6.4M
Yanni & Associates Investment Advisors, LLC 5.85% Reduce -0.9% 46,063 $6.3M
Stordahl Capital Management, Inc. 1.16% Reduce -0.8% 45,976 $6.3M
Avidian Wealth Enterprises, LLC 0.17% Add +8.9% 45,762 $6.3M
FFG Retirement Advisors LLC 3.33% Add +1.4% 45,750 $6.3M
Resolute Wealth Strategies, LLC 2.43% Add +1.7% 45,624 $6.3M
Balefire, LLC 1.02% Add +430.3% 45,598 $6.3M
J. Mark Nickell & Co. 4.95% Reduce -6.3% 45,096 $6.2M
Adirondack Capital Advisors, LLC 3.32% Add +29.1% 45,075 $6.2M
Smartleaf Asset Management LLC 0.20% No change 45,591 $6.2M
49 Wealth Management, LLC 1.17% Add +825.7% 44,787 $6.2M
Alongside, LLC 1.17% — 44,787 $6.2M
Kingsview Wealth Management, LLC 0.07% Add +6.2% 44,762 $6.2M
Flagstar Securities, Inc. 1.85% Add +5.9% 44,589 $6.1M
Daymark Wealth Partners, LLC 0.15% Add +3.7% 44,349 $6.1M
LPWM LLC 1.35% Add +72.7% 44,192 $6.1M
Thomasville National Bank 0.33% — 44,117 $6.1M
Nations Financial Group Inc, /Ia/ 0.29% Add +1.4% 44,026 $6.1M
XML Financial, LLC 0.44% Reduce -1.5% 44,004 $6.1M
Faithward Advisors, LLC 0.74% Add +1.2% 43,946 $6.0M
Wealthgarden F.S. LLC 3.40% Add +28.0% 43,556 $6.0M
Wealthspan Partners, LLC 1.88% Reduce -1.5% 43,353 $6.0M
Bridges Investment Management Inc. 0.07% Add +0.2% 43,325 $6.0M
Redwood Investment Management, LLC 0.59% Add +2.6% 43,158 $5.9M
Hopwood Nicholas Hunter 1.62% Add +5.6% 42,933 $5.9M
Rollins Financial Advisors, LLC 0.77% Reduce -0.3% 42,747 $5.9M
Harbor Investment Advisory, LLC 0.41% Add +0.9% 42,722 $5.9M
GTS Securities LLC 0.12% Add +17.9% 42,407 $5.8M
Gallacher Capital Management LLC 3.26% Reduce -13.0% 42,293 $5.8M
Meridian Wealth Advisors, LLC 0.66% Add +0.1% 41,945 $5.8M
Clear Creek Financial Management, LLC 0.37% Reduce -54.2% 41,589 $5.7M
United Bank 1.74% Reduce -8.1% 41,523 $5.7M
Calamos Advisors LLC 0.03% Reduce -96.5% 41,520 $5.7M
Financial & Tax Architects, LLC 1.20% New 41,460 $5.7M
Oxford Financial Group, LTD. LLC 0.29% No change 41,437 $5.7M
Theory Financial LLC 1.79% Reduce -3.1% 41,296 $5.7M
71 West Capital Partners 0.20% Add +373.7% 41,253 $5.7M
Morris Financial Concepts, Inc. 1.74% Reduce -0.0% 41,195 $5.7M
Sterling Group Wealth Management, LLC 2.32% Reduce -33.7% 41,186 $5.7M
Davis Wealth Advisors, LLC 4.37% Reduce -7.1% 41,049 $5.6M
GeoWealth Management, LLC 0.18% Reduce -1.6% 40,945 $5.6M
Concorde Asset Management, LLC 3.25% Add +0.3% 40,897 $5.6M
Valeo Financial Advisors, LLC 0.12% Add +11.2% 40,508 $5.6M
Guardian Wealth Advisors, LLC 2.78% Reduce -1.6% 40,430 $5.6M
Arvest Investments, Inc. 0.67% Add +4.2% 40,238 $5.5M
HRT Financial LP 0.01% Add +12.9% 40,167 $5.5M
R. W. Roge & Company, Inc. 2.34% Reduce -0.5% 40,070 $5.5M
Turtle Creek Wealth Advisors, LLC 0.29% Reduce -25.1% 39,741 $5.5M
Insigneo Advisory Services, LLC 0.20% Add +149.9% 39,381 $5.4M
National Philanthropic Trust 0.08% Add +27.1% 39,332 $5.4M
Dorsey & Whitney Trust CO LLC 0.26% Reduce -2.1% 38,985 $5.4M
Smithfield Trust Co 0.21% Reduce -0.1% 37,776 $5.2M
Commonwealth Retirement Investments LLC 1.41% Add +6.9% 37,688 $5.2M
Sierra Capital LLC 0.50% No change 37,532 $5.2M
Valley Wealth Managers, Inc. 0.30% Reduce -4.0% 37,418 $5.1M
Graves Light Lenhart Wealth, Inc. 0.48% Reduce -2.5% 37,256 $5.1M
Alta Wealth Advisors LLC 1.37% Add +1.5% 36,780 $5.1M
WealthPoint Financial, LLC 3.67% Add +5.8% 36,630 $5.0M
Great Point Wealth Advisors, LLC 0.81% No change 36,522 $5.0M
Kraft, Davis & Associates, LLC 1.04% Reduce -0.5% 36,801 $5.0M
Rossmore Private Capital 0.40% No change 36,227 $5.0M
Blalock Williams, LLC 3.19% Add +2.0% 35,835 $4.9M
Capital Investment Management, Inc. 1.50% Add +0.9% 35,664 $4.9M
CWC Advisors, LLC. 2.17% Add +0.0% 35,590 $4.9M
Summit Financial Consulting LLC 3.32% Reduce -41.7% 35,572 $4.9M
First Horizon Corp. 0.19% Add +3.9% 35,555 $4.9M
Procyon Advisors, LLC 0.21% Reduce -0.9% 35,466 $4.9M
SIMA Wealth Partners, LLC 3.44% Reduce -2.9% 35,338 $4.9M
Capstone Wealth Management Group, LLC 1.72% New 35,288 $4.9M
Ehrlich Financial Group 2.49% Reduce -10.2% 35,256 $4.8M
Private Advisory Group LLC 0.27% Reduce -1.2% 35,041 $4.8M
XY Planning Network, Inc. 0.60% Add +15.3% 35,035 $4.8M
Gables Capital Management Inc. 1.74% No change 35,000 $4.8M
Keenan, LLC 3.38% Reduce -7.5% 34,758 $4.8M
Stephens Inc. 0.05% Add +5.3% 34,633 $4.8M
Sacks & Associates, LLC 3.21% Add +1.7% 35,139 $4.8M
Keystone Wealth Services, LLC 0.88% Add +5.9% 34,315 $4.7M
Almanack Investment Partners, LLC. 0.60% New 34,233 $4.7M
G&S Capital LLC 1.36% New 33,959 $4.7M
RTD Financial Advisors, Inc. 0.51% Reduce -0.7% 33,727 $4.6M
Golden State Wealth Management, LLC 0.42% Add +34.9% 33,700 $4.6M
S&co Inc. 0.27% No change 33,695 $4.6M
LifePlan Investment Advisors, Inc. 1.59% Reduce -3.3% 33,691 $4.6M
Southern Capital Advisors, LLC 1.92% Reduce -0.3% 33,506 $4.6M
Haverford Trust Co 0.04% Add +1.3% 33,483 $4.6M
Diversified Portfolios, Inc. 0.33% No change 33,442 $4.6M
QRG Capital Management, Inc. 0.04% Add +40.4% 33,362 $4.6M
Mason & Associates, LLC 0.95% Reduce -4.5% 33,204 $4.6M
Wedmont Private Capital 0.12% Reduce -0.7% 32,822 $4.5M
Koshinski Asset Management, Inc. 0.24% Add +0.1% 33,070 $4.5M
Zenith Solutions, Inc. 4.11% — 32,956 $4.5M
17 Capital Partners, LLC 2.04% Add +6.8% 32,775 $4.5M
SWP Financial LLC 2.06% Reduce -3.6% 32,338 $4.4M
Capital Advantage, Inc. 0.54% Add +8.0% 32,210 $4.4M
WBH Advisory Inc. 0.30% Reduce -2.4% 32,058 $4.4M
Peregrine Asset Advisers, Inc. 0.96% Reduce -0.6% 32,049 $4.4M
Pinnacle Associates Ltd. 0.05% Add +15.6% 31,949 $4.4M
Florin Court Capital LLP 7.17% Add +1126.9% 31,900 $4.4M
Matrix Private Capital Group LLC 1.89% No change 31,636 $4.4M
Cary Street Partners Financial LLC 0.10% Reduce -0.4% 31,595 $4.3M
Asset Management Group, Inc. 0.63% Reduce -14.8% 31,423 $4.3M
WealthPlan Investment Management, LLC 0.21% Reduce -4.1% 31,298 $4.3M
Hazlett, Burt & Watson, Inc. 1.13% Add +15.6% 31,010 $4.3M
Gray Private Wealth, LLC 1.84% Reduce -4.6% 31,014 $4.3M
JT Stratford LLC 0.47% Reduce -2.3% 30,964 $4.3M
Kovack Advisors, Inc. 0.20% Reduce -1.1% 31,029 $4.3M
Round Rock Advisors LLC 0.55% Reduce -1.5% 30,832 $4.2M
Vontobel Holding Ltd. 0.01% Reduce -3.8% 30,769 $4.2M
Nottingham Advisors, Inc. 0.50% Reduce -1.8% 31,203 $4.2M
Breakwater Capital Group 0.51% Add +2.6% 30,742 $4.2M
BCU Wealth Advisors, LLC 1.40% Add +2.4% 30,732 $4.2M
First Trust Advisors LP 0.00% Add +0.7% 30,655 $4.2M
Summit Trail Advisors, LLC 0.05% Add +3.5% 30,633 $4.2M
Heritage Trust Co 0.36% Reduce -0.4% 30,079 $4.1M
Hirtle & Co., LLC 0.14% Add +0.5% 29,947 $4.1M
Glenview Trust Co 0.06% Reduce -26.8% 29,909 $4.1M
Tempus Wealth Planning, LLC 0.80% Add +27.2% 29,874 $4.1M
Bouvel Investment Partners, LLC 0.93% Reduce -4.3% 29,842 $4.1M
GenWealth Group, Inc. 0.63% Reduce -6.5% 29,501 $4.1M
Howard Wealth Management, LLC 1.50% Reduce -4.9% 29,406 $4.0M
Pathway Financial Advisors LLC 0.47% Reduce -0.3% 29,821 $4.0M
Hilltop Wealth Advisors, LLC 2.02% Reduce -1.8% 29,299 $4.0M
Quantum Portfolio Management LLC 1.44% Reduce -1.0% 29,223 $4.0M
StoneCrest Wealth Management, Inc. 1.28% Reduce -4.6% 29,142 $4.0M
Nolet Wealth Management, LLC 2.20% No change 28,970 $4.0M
First Citizens Bank & Trust Co. 0.06% Reduce -4.5% 28,959 $4.0M
Asempa Wealth Advisors 3.03% Add +10.3% 28,909 $4.0M
Kohmann Bosshard Financial Services, LLC 0.34% No change 28,825 $4.0M
NewEdge Wealth, LLC 0.04% Reduce -7.3% 28,716 $3.9M
Baron Wealth Management LLC 1.02% Add +0.5% 28,624 $3.9M
PGIM Custom Harvest LLC 0.05% Add +3.3% 28,575 $3.9M
Fisher Asset Management 0.00% Add +11.1% 28,533 $3.9M
Matthew Goff Investment Advisor, LLC 0.66% Reduce -5.3% 28,385 $3.9M
Transcend Capital Advisors, LLC 0.26% Reduce -1.3% 28,312 $3.9M
Private Trust Co. NA 0.31% Reduce -1.1% 28,247 $3.9M
Compound Planning, Inc. 0.10% Add +9.3% 28,209 $3.9M
Venturi Wealth Management, LLC 0.15% Add +0.6% 28,192 $3.9M
Truepoint, Inc. 0.08% Add +0.9% 28,173 $3.9M
Rogco, LP 1.19% Add +0.2% 28,170 $3.9M
Sound Income Strategies, LLC 0.17% Reduce -7.8% 28,110 $3.9M
Mosley Wealth Management 1.23% Reduce -53.4% 28,039 $3.9M
Capital Square, LLC 1.69% Add +12.6% 27,769 $3.8M
Hilltop National Bank 0.82% Reduce -5.9% 27,952 $3.8M
Trustmark Bank Trust Department 0.23% Reduce -0.3% 27,939 $3.8M
Rhumbline Advisers 0.00% No change 27,880 $3.8M
Huntington National Bank 0.02% Add +1.2% 27,830 $3.8M
Spirepoint Private Client, LLC 0.31% No change 27,829 $3.8M
Coign Capital Advisors LLC 1.72% Add +3.0% 27,806 $3.8M
Yukon Wealth Management, Inc. 1.08% Add +6.1% 27,430 $3.8M
Boston Family Office LLC 0.23% No change 27,424 $3.8M
Mattern Wealth Management LLC 0.62% No change 27,280 $3.8M
5T Wealth, LLC 1.39% Reduce -6.9% 27,100 $3.7M
NBH Bank 1.57% — 27,039 $3.7M
Eastern Bank 0.06% Reduce -4.9% 27,033 $3.7M
BIP Wealth, LLC 0.10% Add +48.9% 26,750 $3.7M
Fairvoy Private Wealth, LLC 0.74% Reduce -32.9% 26,569 $3.7M
Magnus Financial Group LLC 0.26% Reduce -2.4% 26,535 $3.6M
Commonwealth Financial Services, LLC 0.49% Reduce -1.0% 26,503 $3.6M
OMNI 360 Wealth, Inc. 1.68% Add +8.4% 26,494 $3.6M
Decker Wealth Management LLC 0.77% No change 26,444 $3.6M
Choate Investment Advisors 0.06% No change 26,438 $3.6M
Madrid Wealth Management, LLC 2.38% Add +8.6% 26,416 $3.6M
Angeles Wealth Management, LLC 0.17% Add +83.5% 26,324 $3.6M
Tme Financial, Inc. 2.21% Reduce -39.9% 26,050 $3.6M
AMG National Trust Bank 0.07% Reduce -4.9% 25,998 $3.6M
Embree Financial Group 0.36% Reduce -70.8% 25,940 $3.6M
Carnegie Investment Counsel 0.07% Reduce -2.7% 25,938 $3.6M
T. Rowe Price Associates Inc. 0.00% Add +96.6% 25,781 $3.5M
Essex Financial Services, Inc. 0.18% Reduce -1.4% 25,683 $3.5M
SMART Wealth LLC 0.76% Add +145.2% 25,649 $3.5M
COFG Advisors, LLC 0.61% Reduce -0.1% 25,498 $3.5M
Key Financial Inc 0.57% Reduce -0.1% 25,498 $3.5M
EverSource Wealth Advisors, LLC 0.12% Reduce -20.9% 25,401 $3.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.17% Add +0.4% 25,373 $3.5M
Schneider Downs Wealth Management Advisors, LP 0.33% Reduce -1.3% 25,287 $3.5M
Montecito Bank & Trust 0.52% Reduce -1.0% 25,254 $3.5M
Fonville Wealth Management LLC 0.56% No change 25,122 $3.5M
Ballentine Partners, LLC 0.04% Add +2.1% 25,109 $3.5M
J.M. Arbour, LLC 2.97% Reduce -6.3% 25,089 $3.5M
Renaissance Technologies 0.00% New 25,000 $3.4M
Atlas Brown,Inc. 0.92% Reduce -1.3% 24,949 $3.4M
Continuum Advisory, LLC 0.28% Add +37.0% 24,896 $3.4M
Laffer Tengler Investments, Inc. 0.51% No change 24,844 $3.4M
Rwa Wealth Partners, LLC 0.03% Add +6.0% 24,799 $3.4M
FORM Wealth Advisors, LLC 0.37% Reduce -8.8% 24,780 $3.4M
Kinetic Wealth Investment Advisors LLC 1.60% — 24,747 $3.4M
Interchange Capital Partners, LLC 0.64% Reduce -21.4% 24,710 $3.4M
Arete Wealth Advisors, LLC 0.22% Reduce -0.7% 24,645 $3.4M
Asset Allocation Strategies LLC 0.52% Reduce -5.2% 24,560 $3.4M
MFA Wealth Services 2.02% Reduce -0.7% 24,550 $3.4M
Tower Research Capital LLC (TRC) 0.08% Add +162920.0% 24,453 $3.4M
Certified Advisory Corp 0.27% Reduce -3.2% 24,436 $3.4M
Sage Investment Advisers LLC 2.25% Reduce -10.2% 24,338 $3.3M
Fiduciary Alliance LLC 0.23% Add +4.9% 24,256 $3.3M
Earned Wealth Advisors, LLC 0.21% Add +2.4% 24,210 $3.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% No change 24,189 $3.3M
Creative Financial Designs Inc. 0.16% Add +1.5% 24,106 $3.3M
Texas Capital Bank Wealth Management Services Inc 0.18% Reduce -0.9% 23,928 $3.3M
Brown Brothers Harriman & Co. 0.01% No change 23,913 $3.3M
Bluespring Wealth Management, LLC 0.06% Add +637.8% 23,845 $3.3M
Fifth Third Wealth Advisors LLC 0.09% Add +252.4% 23,841 $3.3M
Stablepoint Partners, LLC 0.45% Add +2.5% 23,800 $3.3M
Asset Management One Co., Ltd. 0.01% Reduce -44.1% 23,700 $3.3M
Lakeshore Financial Planning, Inc. 1.04% Add +6.8% 23,601 $3.2M
Merkkuri Wealth Advisors LLC 2.01% Add +8.1% 23,555 $3.2M
Northland Securities, Inc. 1.88% Add +6.7% 23,438 $3.2M
Unify Financial Advisors 2.96% Reduce -19.4% 23,344 $3.2M
Lighthouse Financial LLC 1.66% Reduce -0.9% 23,214 $3.2M
Sutton Place Investors LLC 1.54% Add +6.2% 23,143 $3.2M
Power Wealth Management LLC 1.09% Reduce -8.0% 23,138 $3.2M
Whittier Trust Co. 0.03% Reduce -0.5% 23,189 $3.2M
HBK Sorce Advisory LLC 0.06% Add +0.0% 22,441 $3.2M
BridgePort Financial Solutions, LLC 0.81% Reduce -17.7% 23,012 $3.2M
1ST Source Bank 0.14% Add +75.8% 22,829 $3.1M
Hudson Capital Management LLC 0.78% Reduce -3.2% 22,754 $3.1M
Two West Capital Advisors LLC 1.55% Add +17.5% 23,119 $3.1M
RiverFront Investment Group, LLC 0.04% Add +7.2% 22,637 $3.1M
NWF Advisory Services Inc. 0.29% Add +221.9% 22,601 $3.1M
Cassilly Financial Group LLC 2.25% Reduce -0.7% 22,561 $3.1M
CCG Wealth Management, LLC 0.72% No change 22,494 $3.1M
Northwest Bancshares, Inc. 0.55% Reduce -3.1% 22,381 $3.1M
Accelerate Investment Advisors LLC 1.76% Add +11.4% 22,265 $3.1M
Joel Isaacson & Co., LLC 0.09% Reduce -0.5% 22,227 $3.1M
Woodward Financial Advisors, Inc. 1.02% — 22,221 $3.1M
International Assets Investment Management, LLC 0.18% Add +5.9% 22,313 $3.1M
Forum Financial Management, LP 0.04% Reduce -2.2% 22,201 $3.1M
True Freedom Investing, LLC 0.24% Reduce -6.2% 26,946 $3.0M
Comprehensive Financial Planning, Inc. 1.63% Add +0.3% 22,161 $3.0M
Transamerica Financial Advisors, LLC 0.26% Add +29.7% 22,154 $3.0M
Alesco Advisors, LLC, An ESL Co 0.07% No change 22,146 $3.0M
Diversified Management Inc. 0.65% Add +1.0% 22,049 $3.0M
Security National Bank 0.36% Add +2.8% 22,031 $3.0M
Sandhill Capital Partners LLC 0.25% Add +232.1% 21,938 $3.0M
Signal Advisors Wealth, LLC 0.16% Reduce -2.6% 21,835 $3.0M
United Advisor Group, LLC 0.32% Add +7.8% 21,831 $3.0M
Crusonia Wealth Advisors LLC 0.49% Add +11.3% 21,684 $3.0M
Pinkerton Wealth, LLC 0.26% Reduce -88.8% 26,326 $3.0M
Retirement Income Solutions, Inc. 0.51% No change 26,284 $3.0M
Beacon Financial Advisory LLC 0.58% Add +3.5% 21,582 $3.0M
Evanson Financial, LLC 0.14% — 21,353 $2.9M
WealthTrak Capital Management LLC 1.92% Add +6.2% 21,221 $2.9M
Advisors Capital Management, LLC 0.03% Add +5.0% 21,165 $2.9M
Kaydan Wealth Management, Inc. 0.88% Add +2.1% 20,893 $2.9M
Tactive Advisors, LLC 0.70% Reduce -1.3% 20,758 $2.9M
Kingswood Wealth Advisors, LLC 0.11% Reduce -34.0% 20,728 $2.9M
Rathbones Group PLC 0.01% Add +2.5% 20,700 $2.8M
Sprinkle Financial Consultants LLC 1.11% Reduce -0.1% 20,651 $2.8M
First Citizens Financial Corp 1.19% Add +8.2% 20,621 $2.8M
Corundum Group, Inc. 0.83% Reduce -0.3% 20,435 $2.8M
Highland Investment Advisors LLC 1.23% — 20,426 $2.8M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.33% No change 20,265 $2.8M
Hicks Capital Management LLC 2.28% Reduce -0.0% 20,244 $2.8M
Operose Advisors LLC 0.54% No change 20,234 $2.8M
Bellwether Advisors, LLC 0.41% Add +6.4% 20,230 $2.8M
Alerus Financial NA 0.12% No change 20,229 $2.8M
Pinnacle Financial Group, LLC / IL 0.68% Add +0.0% 20,210 $2.8M
Bawa N Mallick Trust 0.90% No change 20,200 $2.8M
Madrona Financial Services, LLC 0.51% Reduce -2.5% 20,105 $2.8M
Whittier Trust Co. of Nevada Inc. 0.05% Add +0.0% 20,289 $2.8M
ETF Portfolio Partners, Inc. 0.65% Add +1.1% 19,976 $2.7M
DAVENPORT & Co LLC 0.01% Add +0.3% 19,970 $2.7M
First Western Trust Bank 0.13% No change 19,957 $2.7M
Sovereign Financial Group, Inc. 0.42% Reduce -3.9% 19,937 $2.7M
Cornell Pochily Investment Advisors, Inc. 0.74% Add +4.2% 19,914 $2.7M
Navis Wealth Advisors, LLC 1.04% Add +0.5% 19,875 $2.7M
Prosperity Planning, Inc. 0.87% Reduce -1.7% 19,803 $2.7M
Freestone Capital Holdings, LLC 0.07% Add +5.7% 19,774 $2.7M
Marietta Wealth Management, LLC 0.28% No change 19,742 $2.7M
Flow Traders U.S. LLC 0.11% New 19,554 $2.7M
Arcadia Wealth Management, LLC 0.84% Add +68.2% 19,508 $2.7M
Wealth Enhancement Trust Services, Inc. 0.30% Add +12.4% 19,460 $2.7M
First Commonwealth Financial Corp 0.37% Add +8.7% 19,411 $2.7M
RFG Advisory, LLC 0.04% Add +26.0% 19,351 $2.7M
NorthCoast Asset Management LLC 0.06% Add +14.8% 19,277 $2.7M
Eclectic Associates Inc. 0.30% Reduce -8.9% 19,275 $2.7M
Axis Wealth Partners, LLC 1.27% Reduce -4.7% 19,172 $2.6M
Vantus Wealth LLC 1.41% — 19,148 $2.6M
D. E. Shaw & Co. 0.00% New 19,116 $2.6M
American Trust 0.20% Add +0.1% 19,100 $2.6M
Index Technologies Group LLC 2.09% Reduce -1.1% 19,000 $2.6M
Bernardo Wealth Planning LLC 0.44% Reduce -0.6% 18,913 $2.6M
Expressive Wealth LLC 2.46% Reduce -2.7% 18,911 $2.6M
Curi Capital, LLC 0.04% No change 18,893 $2.6M
Whitcomb & Hess, Inc. 0.56% Add +1.2% 18,711 $2.6M
Hanson & Doremus Investment Management 0.26% New 18,644 $2.6M
Bailard, Inc. 0.05% Reduce -0.3% 18,562 $2.6M
MBA Advisors LLC 0.87% Reduce -2.7% 18,525 $2.5M
Cornerstone Wealth Management, LLC 0.11% Add +0.4% 18,502 $2.5M
Tsfg, LLC 0.32% Reduce -0.4% 18,468 $2.5M
EFG International AG 0.05% Add +9.8% 18,385 $2.5M
Raleigh Capital Management Inc. 0.80% Reduce -3.3% 18,333 $2.5M
Beacon Advisors Holdings, LLC 1.23% Add +4.2% 18,307 $2.5M
Albion Financial Group 0.15% Reduce -66.9% 18,244 $2.5M
GatePass Capital, LLC 0.98% Add +63.1% 18,240 $2.5M
Proactive Wealth Strategies LLC 0.40% Reduce -0.5% 18,063 $2.5M
Sanchez Gaunt Capital Management, LLC 1.38% Reduce -0.3% 18,004 $2.5M
Klaas Financial Asset Advisors, LLC 0.31% Reduce -1.3% 18,001 $2.5M
Bensler, LLC 0.22% Add +0.0% 17,970 $2.5M
Aegis Wealth Management, Inc. 1.59% Add +5.1% 17,963 $2.5M
KPP Advisory Services LLC 0.31% Add +0.7% 17,954 $2.5M
Ausdal Financial Partners, Inc. 0.10% Add +1.3% 17,943 $2.5M
Hopwood Financial Services, Inc. 1.43% No change 17,913 $2.5M
Steelhead Wealth Management LLC 0.99% No change 17,826 $2.5M
Perennial Investment Advisors, LLC 0.16% Add +1.9% 17,750 $2.4M
Allstreet Capital Advisors LLC 1.58% No change 17,650 $2.4M
FWG Investments, LLC. 1.28% Add +13.0% 17,534 $2.4M
Vanguard National Trust Co 0.13% No change 17,518 $2.4M
Focused Alpha, LLC 0.62% Reduce -0.6% 17,464 $2.4M
TritonPoint Partners, LLC 0.20% New 17,372 $2.4M
Marino, Stram & Associates LLC 0.38% Reduce -1.5% 17,371 $2.4M
Financial Solutions Advisory Group, Inc. 0.30% Reduce -9.4% 17,321 $2.4M
Partners Wealth Management, LLC 2.34% Add +4.7% 17,325 $2.4M
HM Payson & Co. 0.03% Reduce -3.5% 17,226 $2.4M
Caliber Wealth Management, LLC / KS 0.23% Add +13.2% 17,220 $2.4M
Investment Management Corp. /Va/ 1.98% Add +0.6% 17,203 $2.4M
Regimen Wealth, LLC 0.64% Reduce -2.4% 17,141 $2.4M
Awm Capital, LLC 0.19% Add +1.5% 17,136 $2.4M
Vantage Point Financial LLC 0.72% Add +9.5% 17,132 $2.4M
Ullmann Wealth Partners Group, LLC 0.21% Add +22.9% 17,059 $2.3M
Next Level Private LLC 0.46% Reduce -6.4% 16,968 $2.3M
Flputnam Investment Management Co. 0.03% Add +2.9% 16,969 $2.3M
Cary Street Partners Investment Advisory LLC 0.47% Add +22.9% 16,893 $2.3M
Wedbush Securities Inc. 0.06% Reduce -1.4% 16,890 $2.3M
Hilton Head Capital Partners, LLC 1.16% Add +58.7% 16,736 $2.3M
Calton & Associates, Inc. 0.34% Reduce -40.8% 16,690 $2.3M
Syntegra Private Wealth Group, LLC 0.18% Add +0.8% 16,669 $2.3M
Crestwood Advisors Group, LLC 0.03% Add +1.6% 16,655 $2.3M
Westmount Partners, LLC 0.50% Add +0.0% 16,637 $2.3M
Wealthcare Advisory Partners LLC 0.04% Reduce -13.4% 16,618 $2.3M
Inspire Advisors, LLC 0.16% Reduce -3.7% 16,560 $2.3M
Synergy Investment Management, LLC 0.55% Reduce -0.2% 16,527 $2.3M
Dominguez Wealth Management Solutions, Inc. 1.25% Add +0.5% 16,462 $2.3M
REDW Wealth LLC 0.81% No change 16,453 $2.3M
Eagle Strategies LLC 0.22% Add +1.0% 16,377 $2.3M
Market Street Wealth Management Advisors LLC 0.32% Reduce -2.0% 16,305 $2.2M
Venture Visionary Partners LLC 0.06% Add +5.5% 16,300 $2.2M
Tritonpoint Wealth, LLC 0.22% Reduce -0.5% 16,293 $2.2M
Private Wealth Asset Management, LLC 0.22% Reduce -35.6% 16,255 $2.2M
Finley Financial, LLC 0.90% Reduce -1.2% 16,220 $2.2M
American Investment Services, Inc. 0.47% Reduce -2.1% 16,072 $2.2M
Bryant Woods Investment Advisors, LLC 0.61% New 16,060 $2.2M
Essex Bank 0.47% Reduce -1.7% 15,958 $2.2M
Verity Asset Management, Inc. 0.83% Add +2.7% 15,955 $2.2M
National Bank of Canada 0.00% Reduce -6.8% 15,907 $2.2M
Sendero Wealth Management, LLC 0.22% Add +0.0% 15,872 $2.2M
Signaturefd, LLC 0.03% Reduce -1.2% 15,835 $2.2M
PACK Private Wealth, LLC 0.90% Reduce -0.4% 15,797 $2.2M
McGlone Suttner Wealth Management, Inc. 0.25% Reduce -4.4% 15,773 $2.2M
Aprio Wealth Management, LLC 0.11% Reduce -0.1% 15,746 $2.2M
Parkway Wealth Management Group, LLC 0.25% Add +4.1% 15,737 $2.2M
SlateStone Wealth, LLC 0.17% No change 15,688 $2.2M
Bradley Foster & Sargent Inc. 0.03% Reduce -2.9% 15,691 $2.2M
HUB Investment Partners, LLC 0.04% Add +96.8% 15,610 $2.1M
Legacy Advisors, LLC 0.20% No change 15,552 $2.1M
Madison Wealth Partners, Inc 0.27% Reduce -1.1% 15,518 $2.1M
Helium Advisors LLC 1.77% Reduce -1.2% 15,448 $2.1M
Towerpoint Wealth, LLC 0.73% Reduce -1.1% 15,353 $2.1M
LongView Wealth Management 0.54% Add +1.8% 15,325 $2.1M
Aspire Private Capital, LLC 0.43% Reduce -5.7% 15,287 $2.1M
Pinnacle Bancorp, Inc. 0.55% Reduce -1.5% 15,270 $2.1M
Integrated Wealth Management 2.22% Reduce -12.1% 15,250 $2.1M
Zhang Financial LLC 0.06% Reduce -0.3% 15,241 $2.1M
JMG Financial Group, Ltd. 0.05% Reduce -2.3% 15,209 $2.1M
Russell Investments Group, Ltd. 0.00% Add +59.0% 15,166 $2.1M
Burkett Financial Services, LLC 0.65% Add +0.2% 15,093 $2.1M
Grey Ledge Advisors, LLC 0.42% Reduce -2.4% 15,089 $2.1M
Colorado Capital Management, Inc. 0.71% Reduce -37.1% 15,041 $2.1M
Latitude Advisors, LLC 0.82% Add +17.1% 14,917 $2.1M
Hutchens & Kramer Investment Management Group, LLC 0.55% Reduce -2.0% 14,880 $2.0M
GWN Securities Inc. 0.34% Add +16.9% 14,787 $2.0M
PFG Investments, LLC 0.08% Add +6.5% 14,726 $2.0M
Orgel Wealth Management, LLC 0.04% New 14,710 $2.0M
Gemmer Asset Management LLC 0.14% Add +5.7% 14,635 $2.0M
Manchester Capital Management LLC 0.26% Reduce -0.1% 14,554 $2.0M
Vision Retirement, LLC 0.48% Add +20.0% 14,467 $2.0M
West Paces Advisors Inc. 0.33% Add +11.2% 14,404 $2.0M
Argent Advisors, Inc. 0.49% Reduce -1.0% 14,261 $2.0M
Gilliland Jeter Wealth Management LLC 0.51% Add +15.2% 14,231 $2.0M
Bank of Hawaii 0.10% Add +5.0% 14,214 $2.0M
Fiducient Advisors LLC 0.28% Reduce -5.7% 14,185 $2.0M
Silver Grove Financial Group, Inc. 1.05% Add +4.6% 14,127 $1.9M
Chapin Davis, Inc. 0.34% Add +0.0% 14,115 $1.9M
BBR Partners, LLC 0.09% Reduce -3.2% 14,102 $1.9M
CENTRAL TRUST Co 0.04% Add +1.2% 14,077 $1.9M
Inspirion Wealth Advisors, LLC 0.22% Reduce -0.7% 14,141 $1.9M
Versant Capital Management, Inc 0.17% No change 14,038 $1.9M
World Equity Group, Inc. 0.43% Reduce -3.5% 14,006 $1.9M
Progressive Investment Management Corp 0.42% No change 14,000 $1.9M
Confluence Wealth Services, Inc. 0.05% Add +6.5% 13,959 $1.9M
Cornerstone Advisory, LLC 0.16% Reduce -1.4% 13,893 $1.9M
Strategies Wealth Advisors, LLC 0.17% Reduce -5.6% 13,881 $1.9M
Vanguard Personalized Indexing Management, LLC 0.02% Reduce -0.2% 13,877 $1.9M
Able Wealth Management LLC 0.44% Add +0.4% 13,842 $1.9M
McDonough Capital Management, Inc 0.95% No change 13,840 $1.9M
Neuberger Berman Group LLC 0.00% Reduce -4.7% 13,811 $1.9M
Maripau Wealth Management LLC 0.68% Reduce -4.8% 13,778 $1.9M
Howard Capital Management Group, LLC 0.12% Reduce -0.4% 13,700 $1.9M
Lloyd Advisory Services, LLC. 0.73% Add +247.8% 13,660 $1.9M
Bessemer Group Inc. 0.00% Reduce -44.5% 13,650 $1.9M
Resurgent Financial Advisors LLC 0.53% Add +1.2% 13,630 $1.9M
Insight Advisors, LLC/ PA 0.33% Reduce -1.6% 13,527 $1.9M
Granite Bay Wealth Management, LLC 0.17% New 13,500 $1.9M
White Pine Capital LLC 0.44% Reduce -1.6% 13,492 $1.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.40% Add +1.2% 13,425 $1.8M
Betterment LLC 0.00% Reduce -8.5% 13,406 $1.8M
South Plains Financial, Inc. 0.99% No change 13,365 $1.8M
Lantern Wealth Advisors, LLC 0.84% Add +11.6% 13,344 $1.8M
Burke & Herbert Bank & Trust Co. 0.45% Reduce -1.8% 13,286 $1.8M
Crewe Advisors LLC 0.13% Add +1.5% 13,225 $1.8M
TCTC Holdings, LLC 0.05% Add +22.0% 13,081 $1.8M
Greenwood Gearhart LLC 0.08% Reduce -6.6% 13,080 $1.8M
Lifeworks Advisors, LLC 0.19% Add +8.5% 13,057 $1.8M
Summit Financial Strategies, Inc. 0.13% No change 13,029 $1.8M
Sageworth Trust Co 0.07% No change 13,000 $1.8M
Sax Wealth Advisors, LLC 0.07% Add +34.4% 15,805 $1.8M
Empower Advisory Group, LLC 0.00% Add +9.2% 12,996 $1.8M
Quadrant Capital Group LLC 0.05% No change 12,995 $1.8M
Krilogy Financial LLC 0.05% Reduce -0.3% 12,976 $1.8M
Morton Capital Management LLC 0.24% Add +2.8% 12,956 $1.8M
Veracity Capital LLC 0.48% Add +0.3% 12,928 $1.8M
Storen Legacy Partners, LLC 0.48% Add +2.2% 12,922 $1.8M
Tulsa Wealth Advisors, INC 0.25% Reduce -2.1% 12,899 $1.8M
Simmons Bank 0.10% Reduce -0.9% 12,834 $1.8M
Chicago Partners Investment Group LLC 0.04% Reduce -0.3% 13,200 $1.8M
Semus Wealth Partners LLC 0.85% Add +5.4% 12,743 $1.8M
Kestra Investment Management, LLC 0.03% Add +14.2% 12,700 $1.7M
CVA Family Office, LLC 0.16% No change 12,615 $1.7M
St. Louis Trust Co 0.20% No change 33,500 $1.7M
Intesa Sanpaolo Wealth Management 0.34% No change 12,500 $1.7M
Dynamic Advisor Solutions LLC 0.05% Reduce -7.7% 12,457 $1.7M
Main Street Financial Solutions, LLC 0.11% Add +129.0% 12,401 $1.7M
Enclave Advisors LLC 0.22% No change 12,361 $1.7M
Equitable Trust Co. 0.07% Add +137.1% 12,274 $1.7M
Cadinha & Co. LLC 0.25% No change 12,258 $1.7M
Cambridge Capital Management, LLC 0.64% Reduce -3.3% 12,212 $1.7M
Intrust Bank NA 0.12% No change 12,112 $1.7M
Talisman Wealth Advisors LLC 1.24% Add +12.8% 12,089 $1.7M
Highland Capital Management, LLC 0.08% Reduce -0.4% 12,086 $1.7M
Washington Trust Bank 0.12% Reduce -3.7% 12,074 $1.7M
New England Private Wealth Advisors LLC 0.16% Add +0.0% 12,468 $1.7M
Canopy Partners, LLC 0.50% No change 12,036 $1.7M
Becker Capital Management Inc. 0.04% Reduce -24.3% 11,943 $1.6M
MKT Advisors LLC 0.51% No change 12,062 $1.6M
Bison Wealth, LLC 0.15% Reduce -1.1% 11,951 $1.6M
Friday Financial 0.44% Add +2.5% 12,042 $1.6M
Ferguson Wellman Capital Management, Inc. 0.02% Add +13.3% 11,886 $1.6M
Tripletail Wealth Management, LLC 1.88% Add +0.8% 12,071 $1.6M
LifeSteps Financial, Inc. 0.76% Add +3.0% 11,884 $1.6M
Riversedge Advisors, LLC 0.22% Reduce -7.5% 11,871 $1.6M
Mma Asset Management LLC 0.51% Reduce -0.1% 11,761 $1.6M
Johnson Financial Group, Inc. 0.05% Add +3.2% 11,756 $1.6M
Total Clarity Wealth Management, Inc. 0.31% Add +82.5% 11,723 $1.6M
Fortis Capital Advisors, LLC 0.18% Add +0.9% 11,682 $1.6M
Bucket List Wealth Management, LLC 0.79% Reduce -0.5% 11,630 $1.6M
Arcadia Investment Advisors LLC 0.67% Reduce -3.1% 11,600 $1.6M
Texas Yale Capital Corp. 0.03% No change 11,600 $1.6M
TCV Trust & Wealth Management, Inc. 0.12% Reduce -1.8% 11,583 $1.6M
Murphy, Middleton, Hinkle & Parker, Inc. 0.65% Add +0.0% 11,544 $1.6M
Wesbanco Bank Inc. 0.04% Reduce -2.9% 11,503 $1.6M
Xcelsior Advisor Partners LLC 0.21% Add +1.3% 11,490 $1.6M
Saxony Capital Management, LLC 0.72% Reduce -10.5% 11,488 $1.6M
Greenup Street Wealth Management LLC 0.19% Add +23.0% 11,461 $1.6M
Park Place Capital Corp 0.25% Reduce -21.7% 11,437 $1.6M
Squarepoint Ops LLC 0.00% New 11,372 $1.6M
AdvisorNet Financial, Inc 0.07% Reduce -11.9% 11,366 $1.6M
Wealth Watch Advisors, INC 0.51% Reduce -14.7% 11,330 $1.6M
Integrated Investment Consultants, LLC 0.31% Reduce -3.4% 11,314 $1.6M
JDM Financial Group LLC 0.53% Add +1034.5% 11,300 $1.6M
Rothschild Investment LLC 0.06% Reduce -0.8% 11,275 $1.6M
Flagship Private Wealth, LLC 0.55% No change 11,274 $1.6M
Highview Capital Management LLC 0.45% Reduce -3.0% 11,252 $1.5M
Churchill Financial Advisors, LLC 0.30% Reduce -1.9% 11,159 $1.5M
Kessler Investment Group, LLC 0.65% Reduce -3.4% 11,148 $1.5M
Beacon Bridge Wealth Partners, LLC 0.43% Reduce -1.8% 11,089 $1.5M
Vident Advisory, LLC 0.01% Add +15.0% 11,072 $1.5M
Moss Adams Wealth Advisors LLC 0.10% No change 11,067 $1.5M
Tiemann Investment Advisors, LLC 0.55% Reduce -6.0% 11,062 $1.5M
LexAurum Advisors, LLC 0.18% Add +6.8% 11,055 $1.5M
C2C Wealth Management, LLC 1.19% No change 11,052 $1.5M
Weaver Consulting Group 0.31% Add +13.5% 11,027 $1.5M
Columbia River Financial Group, LLC 0.81% Reduce -3.2% 11,030 $1.5M
Consilio Wealth Advisors, LLC 0.36% Add +17.9% 10,951 $1.5M
Aurora Private Wealth, Inc. 0.96% Add +1.4% 10,953 $1.5M
Sage Mountain Advisors LLC 0.09% Reduce -8.1% 10,949 $1.5M
Institute for Wealth Management, LLC. 0.13% Reduce -11.3% 10,923 $1.5M
CFM Wealth Partners LLC 0.19% Reduce -1.7% 10,902 $1.5M
Azimuth Capital Investment Management LLC 0.05% Add +12.8% 10,892 $1.5M
Florida Trust Wealth Management Co 0.04% No change 10,878 $1.5M
Cooper Financial Group 0.12% Add +0.7% 10,864 $1.5M
Taylor Financial Group, Inc. 0.82% No change 10,856 $1.5M
Facet Wealth, Inc. 0.02% Add +5.6% 10,830 $1.5M
Oxinas Partners, LLC 0.59% Reduce -14.3% 10,829 $1.5M
Axxcess Wealth Management, LLC 0.02% Reduce -29.2% 10,828 $1.5M
Avantra Family Wealth, Inc. 0.94% New 10,699 $1.5M
Idaho Trust Co 0.43% Reduce -0.6% 10,699 $1.5M
Bedminster, LLC 1.25% Add +85.0% 10,652 $1.5M
Daybright Advisory Services, Inc. 0.35% Add +0.1% 10,827 $1.5M
Hollencrest Capital Management 0.10% No change 10,645 $1.5M
Ramiah Investment Group 1.12% Add +92.3% 10,626 $1.5M
Focused Wealth Management, Inc 0.13% Add +2.0% 10,548 $1.5M
LaSalle St. Investment Advisors, LLC 0.18% Reduce -0.8% 10,535 $1.4M
Greenspring Advisors, LLC 0.08% Reduce -12.8% 10,501 $1.4M
Cassaday & Co Wealth Management LLC 0.03% Add +0.5% 10,473 $1.4M
Henrickson Nauta Wealth Advisors, Inc. 0.35% Reduce -0.4% 10,456 $1.4M
NorthLanding Financial Partners, LLC 0.99% Add +19.1% 10,420 $1.4M
Pennsylvania Capital Management Inc. 0.36% No change 10,356 $1.4M
Koss-Olinger Consulting, LLC 0.11% Reduce -86.7% 10,274 $1.4M
Verum Partners LLC 0.21% Add +13.1% 10,272 $1.4M
Forte Asset Management LLC 0.58% No change 10,250 $1.4M
McHugh Group, LLC 0.73% No change 10,250 $1.4M
Pure Financial Advisors, LLC 0.02% Add +0.6% 10,237 $1.4M
Seeds Investor LLC 0.14% Reduce -3.0% 10,234 $1.4M
Ofc Financial Planning, LLC 1.25% Reduce -3.4% 10,233 $1.4M
TRUE Private Wealth Advisors 0.12% Reduce -86.5% 10,226 $1.4M
Fortress Financial Group, LLC 0.70% No change 10,215 $1.4M
Pacific Sun Financial Corp 0.58% No change 10,208 $1.4M
Renasant Bank 0.90% Reduce -23.3% 10,202 $1.4M
Ritter Daniher Financial Advisory LLC / DE 0.21% No change 10,201 $1.4M
First National Trust Co 0.05% Reduce -0.6% 10,192 $1.4M
KFA Private Wealth Group, LLC 0.34% Add +9.5% 10,183 $1.4M
SK Wealth Management, LLC 0.32% Reduce -12.4% 9,867 $1.4M
Union Savings Bank 0.56% No change 10,170 $1.4M
Cornerstone Wealth Group, LLC 0.08% Reduce -5.7% 10,165 $1.4M
Brookwood Investment Group LLC 0.16% Add +2.2% 10,153 $1.4M
Ballast Rock Private Wealth LLC 0.64% Add +0.0% 10,144 $1.4M
Crescent Grove Advisors, LLC 0.12% Add +9.3% 10,110 $1.4M
Provenance Wealth Advisors, LLC 0.13% No change 10,109 $1.4M
Archford Capital Strategies, LLC 0.14% No change 10,094 $1.4M
First National Bank Sioux Falls 0.38% No change 10,967 $1.4M
One Day In July LLC 0.10% Add +0.0% 10,056 $1.4M
TCP Asset Management, LLC 0.16% Reduce -7.7% 10,032 $1.4M
Relyea Zuckerberg Hanson LLC 0.11% No change 9,996 $1.4M
MN Wealth Advisors, LLC 0.58% Add +8.0% 9,954 $1.4M
Pinion Investment Advisors, LLC 0.26% New 9,915 $1.4M
Chilton Investment Co. Inc. 0.03% Reduce -3.3% 9,868 $1.4M
Waterloo Capital, L.P. 0.08% New 9,848 $1.4M
Gerber Kawasaki Wealth & Investment Management 0.04% Reduce -2.5% 9,845 $1.4M
Brasada Capital Management, LP 0.24% No change 9,813 $1.3M
Americana Partners, LLC 0.03% Reduce -0.0% 9,768 $1.3M
Burns J W & Co. Inc. 0.14% Add +5.3% 9,746 $1.3M
Atlantic Union Bankshares Corp 0.02% Add +2.0% 9,744 $1.3M
Eaton-Cambridge Inc. 0.38% No change 9,739 $1.3M
Robinson Smith Wealth Advisors LLC 0.80% No change 9,736 $1.3M
Legacy Wealth Partners, LLC 0.30% Add +9.0% 9,724 $1.3M
Blue Bell Private Wealth Management, LLC 0.17% No change 9,706 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.07% No change 9,704 $1.3M
Parkside Financial Bank & Trust 0.09% Add +1.5% 9,677 $1.3M
Accredited Investors Inc. 0.06% Reduce -17.3% 9,672 $1.3M
Magnolia Private Wealth, LLC 0.73% Add +319.9% 9,636 $1.3M
Moneywise, Inc. 0.49% Reduce -2.9% 9,627 $1.3M
Thrive Wealth Management, LLC 0.17% Reduce -1.3% 9,612 $1.3M
Private Wealth Management Group, LLC 0.31% No change 9,588 $1.3M
Winthrop Capital Management, LLC 0.32% Reduce -19.8% 9,581 $1.3M
Clayton Financial Group LLC 0.73% Add +0.0% 9,580 $1.3M
First Command Advisory Services, Inc. 0.01% Reduce -42.7% 9,564 $1.3M
Lakeridge Wealth Management LLC 0.48% Reduce -0.3% 9,550 $1.3M
Flagship Harbor Advisors, LLC 0.05% Add +55.9% 9,545 $1.3M
KWB Wealth 0.11% Reduce -1.7% 9,543 $1.3M
Canal Capital Management, LLC 0.16% Reduce -48.9% 9,509 $1.3M
Sage Financial Management Group, Inc. 0.36% Add +9.4% 9,474 $1.3M
Evolution Wealth Advisors, LLC 0.15% Add +2.2% 9,461 $1.3M
LTG Capital LLC 0.87% Reduce -2.7% 9,452 $1.3M
Moneco Advisors, LLC 0.08% Add +6.3% 9,414 $1.3M
Key Capital Management, INC 0.67% Add +36.4% 9,401 $1.3M
CNB Bank 0.50% No change 9,400 $1.3M
MCF Advisors LLC 0.05% Add +4.7% 9,391 $1.3M
Ironwood Investment Counsel, LLC 0.17% Reduce -0.0% 9,389 $1.3M
Oakworth Capital, Inc. 0.06% Reduce -0.4% 9,387 $1.3M
Optivise Advisory Services LLC 0.65% Reduce -9.9% 9,367 $1.3M
J. Safra Sarasin Holding AG 0.02% No change 9,500 $1.3M
IFG Advisors, LLC 0.18% No change 9,354 $1.3M
Empirical Asset Management, LLC 0.29% Reduce -2.3% 9,337 $1.3M
Berman McAleer LLC 0.15% Reduce -8.1% 9,325 $1.3M
Seneca House Advisors 0.45% Reduce -0.1% 9,304 $1.3M
Petix & Botte Co 0.26% Add +100.5% 9,298 $1.3M
Breachway Investments LLC 1.92% Reduce -0.3% 9,288 $1.3M
Montag A & Associates Inc. 0.05% No change 9,258 $1.3M
Pacific Point Advisors, LLC 0.58% No change 9,200 $1.3M
Beacon Investment Advisors LLC 0.40% No change 9,200 $1.3M
Formidable Asset Management, LLC 0.20% Reduce -1.6% 11,182 $1.3M
Beacon Financial Group 0.11% Add +2.3% 9,162 $1.3M
Gallagher Fiduciary Advisors, LLC 0.04% Reduce -7.1% 9,144 $1.3M
Independence Bank of Kentucky 0.14% Add +1641.3% 9,142 $1.3M
Nuveen, LLC 0.00% New 9,103 $1.3M
Balance Wealth Partners LLC 0.33% Add +6.9% 9,092 $1.3M
Aaron Wealth Advisors LLC 0.06% Add +0.3% 9,030 $1.2M
GDS Wealth Management 0.06% Add +8.8% 9,021 $1.2M
Tompkins Financial Corp. 0.09% No change 8,990 $1.2M
Net Worth Advisory Group 0.31% Reduce -89.7% 8,968 $1.2M
Neumann Capital Management, LLC 0.81% No change 8,950 $1.2M
Reynders McVeigh Capital Management, LLC 0.05% No change 8,895 $1.2M
RCS Financial Planning, LLC 0.58% Reduce -2.9% 8,837 $1.2M
Sigma Investment Counselors Inc. 0.06% Reduce -0.2% 8,822 $1.2M
SageView Advisory Group, LLC 0.04% Add +0.0% 8,786 $1.2M
Pitcairn Wealth Advisors LLC 0.13% Add +0.1% 8,704 $1.2M
Milestone Asset Management Group, LLC 0.60% Add +0.8% 8,621 $1.2M
Elevated Capital Advisors, LLC 0.33% Add +17.6% 8,610 $1.2M
HighPoint Advisor Group LLC 0.04% Add +13.8% 8,606 $1.2M
BCGM Wealth Management, LLC 0.25% Add +53.9% 8,572 $1.2M
Sterling Investment Advisors LLC 0.53% Reduce -10.2% 8,550 $1.2M
CRA Financial Services, LLC 0.14% Reduce -1.3% 8,549 $1.2M
Processus Wealth & Capital Management, LLC 0.70% Reduce -0.6% 8,540 $1.2M
Deutsche Bank AG 0.00% Reduce -0.6% 8,521 $1.2M
Grandfield & Dodd, LLC 0.06% Reduce -0.0% 8,430 $1.2M
FSM Wealth Advisors, LLC 0.12% No change 8,384 $1.2M
TD Waterhouse Canada Inc. 0.00% Reduce -1.8% 8,409 $1.2M
Sound View Wealth Advisors Group, LLC 0.07% Reduce -39.5% 8,363 $1.2M
Victory Capital Management Inc. 0.00% Reduce -17.1% 8,359 $1.1M
Tarbox Family Office, Inc. 0.16% No change 8,323 $1.1M
FFT Wealth Management LLC 0.18% Reduce -5.6% 8,313 $1.1M
Durante & Waters, LLC 0.75% No change 8,300 $1.1M
Capital Investment Advisors, LLC 0.02% Add +4.7% 8,298 $1.1M
Clark Capital Management Group, Inc. 0.01% Reduce -7.8% 8,217 $1.1M
Balboa Wealth Partners 0.15% Add +35.2% 8,199 $1.1M
Apollon Financial, LLC 0.13% Add +0.0% 8,168 $1.1M
Curry Webb Wealth Management LLC 0.46% Reduce -10.1% 8,151 $1.1M
TL Private Wealth 0.41% Reduce -1.6% 8,228 $1.1M
SeaCrest Wealth Management, LLC 0.12% Reduce -6.3% 8,118 $1.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -8.6% 8,115 $1.1M
American Financial Advisors, LLC 0.13% Reduce -0.7% 8,065 $1.1M
4J Wealth Management LLC 0.54% Reduce -4.7% 8,061 $1.1M
McKinley Carter Wealth Services, Inc. 0.06% Add +1.6% 8,007 $1.1M
GAMCO Investors 0.01% Reduce -85.1% 8,000 $1.1M
Clarity Asset Management, Inc. 0.54% Reduce -16.8% 7,983 $1.1M
Salem Investment Counselors Inc. 0.03% Reduce -2.9% 7,980 $1.1M
Quartz Partners, LLC 0.36% Add +3.0% 7,969 $1.1M
Shepherd Kaplan Krochuk, LLC 0.87% No change 7,939 $1.1M
Williams Jones Wealth Management, LLC. 0.01% Add +25.2% 7,935 $1.1M
Founders Financial Securities LLC 0.06% Add +0.0% 7,885 $1.1M
Kiley Juergens Wealth Management, LLC 0.17% Reduce -4.2% 7,851 $1.1M
Independent Advisor Alliance 0.03% Reduce -94.0% 7,846 $1.1M
Atticus Wealth Management, LLC 0.26% Reduce -2.4% 7,791 $1.1M
JNBA Financial Advisors 0.08% Reduce -4.1% 7,778 $1.1M
KRM Wealth Management L.L.C. 0.47% Add +0.1% 7,772 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.12% Reduce -4.1% 7,771 $1.1M
Cape Investment Advisory, Inc. 0.29% Add +5.9% 7,761 $1.1M
Iams Wealth Management, LLC 0.32% Add +0.1% 7,705 $1.1M
Financial Partners Group, Inc 0.11% Reduce -1.7% 7,664 $1.1M
Tidemark, LLC 0.24% Reduce -0.0% 7,611 $1.0M
Welch & Forbes LLC 0.01% No change 7,589 $1.0M
Chesley Taft & Associates LLC 0.04% No change 7,521 $1.0M
Stratos Investment Management, LLC 0.04% Reduce -3.5% 7,485 $1.0M
FLP Wealth Management, LLC 1.82% Reduce -0.9% 7,440 $1.0M
Plante Moran Financial Advisors, LLC 0.05% No change 7,434 $1.0M
ASL Financial, LLC 0.72% Add +6.3% 7,429 $1.0M
Gerald Baker Financial Group LLC 0.29% Add +0.1% 7,420 $1.0M
Blue Capital, Inc. 0.65% Add +0.5% 7,413 $1.0M
Coastal Bridge Advisors, LLC 0.06% Reduce -1.8% 7,407 $1.0M
Middleton & Co. Inc. 0.11% Add +0.2% 7,380 $1.0M
Verus Wealth Management, LLC 0.84% No change 7,368 $1.0M
Birch Hill Investment Advisors LLC 0.04% Add +4.4% 7,361 $1.0M
Annis Gardner Whiting Capital Advisors, LLC 0.15% Add +0.0% 7,354 $1.0M
Atlatl Advisers LLC 0.24% Reduce -4.2% 7,347 $1.0M
Game Plan Financial Advisors, LLC 0.40% Reduce -6.4% 7,346 $1.0M
Farmers National Bank 0.21% No change 7,332 $1.0M
All Terrain Financial Advisors, LLC 0.21% No change 7,318 $1.0M
CFO4Life Group, LLC 0.14% New 7,317 $1.0M
Arbor Investment Advisors, LLC 0.11% Reduce -4.9% 7,309 $1.0M
Meridian Management Co. 0.22% No change 7,272 $1.0M
Fiscal Wisdom Wealth Management, LLC 0.85% Add +28.9% 7,259 $998K
MidAtlantic Capital Management, Inc. 0.62% Reduce -6.4% 7,245 $996K
Brand Asset Management Group, Inc. 0.22% Add +13.1% 7,243 $996K
Vanguard Advisers Inc. 0.00% Reduce -0.2% 7,243 $996K
Buska Wealth Management, LLC 0.36% Add +0.6% 7,238 $995K
Capital Group Private Client Services, Inc. 0.01% Add +0.1% 7,216 $992K
NCM Capital Management, LLC 0.31% Reduce -2.6% 7,200 $990K
Foster Dykema Cabot & Partners, LLC 0.06% No change 7,197 $990K
One Wealth Management Investment & Advisory Services, LLC 1.04% Add +12.1% 7,196 $990K
Trust Co of the South 0.14% Add +9.5% 7,163 $985K
Rossby Financial, LCC 0.18% Reduce -9.9% 7,159 $985K
Federation des caisses Desjardins du Quebec 0.00% Reduce -10.4% 7,155 $984K
Lockerman Financial Group, Inc. 1.50% Add +23.3% 7,152 $984K
Baker Tilly Wealth Management, LLC 0.21% Add +25.7% 7,142 $982K
Single Point Partners, LLC 0.17% No change 7,121 $979K
Fidelis Capital Partners, LLC 0.06% No change 7,119 $979K
QTR Family Wealth, LLC 0.34% Reduce -0.4% 7,116 $979K
Sfmg, LLC 0.06% Add +39.1% 7,111 $978K
Bank of Stockton 0.27% Reduce -3.7% 7,107 $977K
Strategic Family Wealth Counselors, L.L.C. 0.23% No change 7,096 $976K
Vigil Wealth Management, LLC 0.70% No change 7,091 $975K
Castleview Partners, LLC 0.43% New 7,090 $975K
Investment Research & Advisory Group, Inc. 0.30% Add +0.1% 7,080 $974K
Councilor Wealth, LLC 0.39% Add +0.0% 7,076 $973K
Chancellor Financial Group WB LP 0.60% Reduce -13.6% 7,074 $973K
Blankinship & Foster, LLC 0.20% Reduce -23.5% 7,051 $970K
NBT Bank, N.A. 0.06% Add +15.8% 7,051 $970K
Legend Capital Advisors LLC 0.53% No change 7,020 $965K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +0.1% 7,015 $965K
Watershed Private Wealth LLC 0.27% Reduce -16.1% 7,002 $963K
BAM Wealth Management, LLC 0.60% Add +9.0% 6,998 $962K
Stock Yards Bank & Trust Co. 0.03% Reduce -10.3% 6,996 $962K
Davis R M Inc. 0.02% Reduce -1.0% 6,991 $962K
HCR Wealth Advisors 0.09% Reduce -2.7% 6,976 $959K
Harvey Capital Management Inc. 0.20% No change 6,975 $959K
Norden Group LLC 0.08% Reduce -2.4% 6,950 $956K
Evolution Wealth Management Inc. 0.56% Reduce -9.6% 6,892 $948K
Mainstream Capital Management LLC 0.57% Reduce -0.1% 6,871 $945K
Catalyst Financial Partners LLC 0.09% Add +2.6% 6,845 $941K
Geometric Wealth Advisors 0.10% No change 6,832 $940K
Fulcrum Equity Management 0.76% Add +9.4% 6,807 $936K
Moors & Cabot, Inc. 0.04% Add +102.7% 6,800 $935K
Bank of New Hampshire 0.19% Reduce -3.2% 6,789 $934K
Old Port Advisors 0.18% Add +0.3% 6,771 $931K
Oxler Private Wealth LLC 0.27% Add +0.1% 6,769 $931K
Evergreen Private Wealth LLC 0.34% Reduce -4.3% 6,742 $927K
Castle Wealth Management LLC 0.27% No change 6,726 $925K
Stephen J. Garry & Associates, LLC 0.67% No change 6,690 $920K
Affinity Capital Advisors, LLC 0.11% No change 6,697 $918K
City Holding Co. 0.10% Reduce -10.2% 6,657 $916K
Van Hulzen Asset Management, LLC 0.07% No change 6,653 $915K
Wallington Asset Management, LLC 0.11% Reduce -3.8% 6,630 $912K
VestGen Investment Management 0.48% Reduce -62.2% 6,629 $912K
Opal Wealth Advisors, LLC 0.20% Reduce -3.8% 6,629 $912K
Meridian Wealth Management, LLC 0.03% Reduce -1.3% 6,606 $909K
Aureum Wealth Management, LLC 0.56% No change 6,599 $908K
Elevation Wealth Management LLC 0.68% Reduce -0.2% 6,586 $906K
Leslie Global Wealth, LLC 0.35% Reduce -2.8% 6,576 $904K
GEN Financial Management, INC. 0.54% Reduce -5.2% 6,553 $901K
Dimension Capital Management LLC 0.10% No change 6,490 $893K
RMG Wealth Management LLC 0.09% No change 6,275 $888K
United Community Bank 0.27% Add +26.5% 6,437 $885K
Everhart Financial Group, Inc. 0.06% Reduce -2.8% 6,431 $884K
Sentinel Advisory Group, LLC 0.36% Add +1.6% 6,422 $883K
Park National Corp. 0.02% Add +0.8% 6,420 $883K
Lane Brothers & Co. Inc. 0.58% Reduce -3.5% 6,419 $883K
Annandale Capital, LLC 0.13% No change 6,412 $882K
Woodmont Investment Counsel LLC 0.05% No change 6,413 $882K
CWA Asset Management Group, LLC 0.03% Reduce -14.0% 6,407 $881K
Dakota Wealth Management 0.02% Add +0.6% 6,395 $880K
Baker Avenue Asset Management, LP 0.02% No change 6,383 $878K
Certuity, LLC 0.04% Reduce -7.2% 6,360 $875K
Pinnacle Family Advisors, LLC 0.37% Reduce -0.9% 6,352 $874K
ProVise Management Group, LLC 0.06% Reduce -2.0% 6,348 $873K
Mitchell McLeod Pugh & Williams Inc. 0.11% Add +0.4% 6,347 $873K
Roman Butler Fullerton & Co. 0.21% Reduce -4.9% 6,384 $871K
Claro Advisors Inc. 0.09% Reduce -0.6% 6,326 $870K
Guyasuta Investment Advisors Inc. 0.04% No change 6,324 $870K
Advisory Alpha, LLC 0.02% Add +88.7% 6,321 $869K
First National Bank & Trust Co. of Newtown 0.18% Reduce -18.3% 6,424 $869K
CGN Advisors LLC 0.06% Add +2.3% 6,313 $868K
Wimmer Associates 1, LLC 0.39% No change 6,300 $866K
Eagle Bay Advisors LLC 0.65% New 6,289 $865K
tru Independence LLC 0.38% Reduce -2.3% 6,281 $864K
Monograph Wealth Advisors, LLC 0.07% No change 6,256 $860K
Midwest Capital Advisors, LLC 0.35% No change 6,248 $859K
ABLE Financial Group, LLC 0.14% No change 6,247 $859K
Tenet Wealth Partners, LLC 0.64% — 6,492 $859K
Berger Financial Group, Inc 0.04% Add +3.5% 6,221 $856K
Strategic Equity Management 0.29% Reduce -5.4% 6,199 $853K
Tradewinds, LLC. 0.19% Add +18.4% 4,134 $850K
Clark Wealth Partners 0.48% Reduce -0.7% 6,143 $845K
Wick Capital Partners, LLC 0.13% Reduce -47.3% 6,138 $844K
Legacy Edge Advisors, LLC 0.08% Reduce -0.7% 6,135 $844K
New Republic Capital, LLC 0.19% Reduce -1.2% 6,130 $843K
Intergy Private Wealth, LLC 0.19% No change 6,121 $842K
Brio Consultants, LLC 0.10% No change 6,111 $840K
Keel Point, LLC 0.05% Add +0.1% 6,110 $840K
SkyOak Wealth, LLC 0.14% Reduce -0.0% 6,102 $839K
SG Americas Securities, LLC 0.00% New 6,102 $839K
Meramec Financial Planners, LLC 0.31% Reduce -0.5% 6,334 $838K
Rockwood Wealth Management, LLC 0.05% Reduce -40.1% 6,081 $836K
Manning & Napier Advisors LLC 0.01% No change 6,114 $829K
Journey Advisory Group, LLC 0.06% Add +0.1% 6,025 $829K
HMS Capital Management, LLC 0.31% Reduce -16.4% 6,024 $828K
Rinkey Investments 0.20% Add +1.6% 6,022 $828K
Worth Financial Advisory Group, LLC 0.34% New 5,991 $824K
Bluesphere Advisors LLC 0.25% No change 5,952 $819K
Solano Wealth Investment Advisors LLC 0.37% Reduce -2.8% 5,931 $816K
Silverlake Wealth Management LLC 0.16% Add +2.9% 5,925 $815K
Atlas Capital Advisors Inc. 0.09% Add +128.4% 5,903 $812K
Scotia Capital Inc. 0.00% Add +8.7% 5,889 $810K
Fiduciary Trust Co 0.01% Reduce -1.8% 5,877 $808K
Wealthquest Corp 0.05% No change 5,846 $804K
First Nebraska Trust Co 0.06% No change 5,812 $799K
Tennessee Valley Asset Management Partners 0.09% Add +0.4% 5,788 $796K
Bare Financial Services, Inc 0.18% Reduce -1.5% 5,785 $796K
Three Seasons Wealth, LLC 0.07% Reduce -66.3% 5,755 $791K
Tortoise Investment Management, LLC 0.06% Add +0.0% 5,726 $788K
Welch Group, LLC 0.03% Reduce -3.2% 5,668 $780K
Caprock Group, LLC 0.01% Reduce -8.0% 5,639 $776K
Garde Capital, Inc. 0.03% No change 5,632 $775K
Spinnaker Investment Group, LLC 0.12% New 5,618 $773K
Advisor OS, LLC 0.05% Reduce -21.3% 5,616 $772K
CWS Financial Advisors, LLC 0.17% Add +0.0% 5,612 $772K
Stone Wealth Partners 0.56% Add +3.5% 5,595 $771K
Diversified Enterprises, LLC 0.04% Reduce -1.0% 5,603 $771K
Conservest Capital Advisors, Inc. 0.06% No change 5,594 $769K
Altfest L J & Co. Inc. 0.07% No change 5,566 $765K
PUREfi Wealth, LLC 0.42% Reduce -1.5% 5,561 $765K
Quadcap Wealth Management, LLC 0.07% Add +3.0% 5,546 $763K
Timonier Family Office, LTD. 0.21% — 5,536 $761K
Staley Capital Advisers Inc. 0.03% No change 5,534 $761K
Disciplined Investments, LLC 0.25% Reduce -1.1% 5,518 $759K
Colton Groome Financial Advisors, LLC 0.18% No change 5,493 $755K
TFO Wealth Partners, LLC 0.08% Reduce -22.2% 5,487 $755K
Lifestyle Asset Management, Inc. 0.20% Reduce -30.2% 5,459 $751K
Gradient Investments LLC 0.01% Reduce -1.0% 5,443 $749K
Midwest Financial Network, LLC 0.51% New 5,428 $747K
Root Financial Partners, LLC 0.03% Add +36.8% 5,418 $745K
Oppenheimer Asset Management Inc. 0.01% Reduce -0.8% 5,417 $745K
Investors Research Corp 0.13% Add +1.4% 5,414 $745K
Foguth Wealth Management, LLC. 0.08% Reduce -1.0% 5,511 $742K
Dynamic Financial Group 0.56% Add +0.0% 5,392 $742K
Brandywine Oak Private Wealth LLC 0.06% No change 5,385 $741K
River Street Advisors LLC 0.22% Reduce -3.6% 5,377 $739K
Smith Chas P & Associates Pa Cpas 0.04% No change 5,363 $738K
Gradient Capital Advisors, LLC 0.17% No change 5,352 $736K
Principle Wealth Partners LLC 0.04% No change 5,319 $732K
Bank of Nova Scotia 0.00% No change 5,280 $726K
Strategy Asset Managers LLC 0.11% Reduce -20.5% 5,262 $724K
Clarendon Private LLC 0.46% Reduce -3.3% 5,260 $723K
Oakwell Private Wealth Management, LLC 0.12% No change 5,240 $721K
Palisade Asset Management, LLC 0.07% No change 5,234 $720K
KRS Capital Management, LLC 0.33% No change 5,222 $718K
Valpey Financial Services, LLC 0.43% Reduce -13.2% 5,212 $717K
Eldridge Investment Advisors, Inc. 0.14% No change 5,200 $715K
Sequent Planning LLC 0.15% Add +15.8% 5,190 $714K
Oak Harvest Investment Services 0.07% Add +0.0% 5,168 $711K
Howard Financial Services, LTD. 0.07% Add +9.1% 5,166 $710K
Curtis Advisory Group, LLC 0.14% No change 5,139 $707K
Parthenon LLC 0.07% No change 5,136 $706K
Planning Center, Inc. 0.07% No change 5,136 $706K
Courage Miller Partners, LLC 0.19% Reduce -0.4% 5,118 $704K
Fulton Bank, N.A. 0.02% Reduce -7.8% 5,103 $702K
Segment Wealth Management, LLC 0.04% No change 5,096 $701K
Old North State Trust, LLC 0.36% Reduce -3.5% 5,083 $699K
Trust Co. of Toledo NA 0.06% Add +1.0% 5,081 $699K
IMC-Chicago, LLC 0.01% Reduce -7.6% 5,070 $697K
Laurel Wealth Advisors LLC 0.07% Reduce -0.1% 5,067 $697K
Integrated Capital Management, LLC 0.25% Reduce -19.9% 5,061 $696K
Trilogy Capital Inc. 0.03% Reduce -2.7% 5,055 $695K
Objective Capital Management, LLC 0.62% No change 5,053 $695K
Garrison Point Advisors, LLC 0.28% Add +0.1% 5,028 $692K
GenTrust, LLC 0.03% No change 5,000 $688K
Huntleigh Advisors, Inc. 0.10% No change 4,983 $685K
Front Row Advisors LLC 0.20% Reduce -0.4% 4,852 $683K
Silvant Capital Management LLC 0.02% New 4,955 $682K
Amplius Wealth Advisors, LLC 0.05% Reduce -12.3% 4,948 $681K
Tiaa Trust, National Association 0.04% Reduce -4.6% 4,907 $675K
Canandaigua National Bank & Trust Co. 0.06% — 4,887 $672K
Sage Financial Group Inc. 0.04% Reduce -4.4% 4,886 $672K
Level Wealth Management LLC 0.27% No change 4,876 $671K
Pictet North America Advisors SA 0.06% No change 4,872 $670K
Genesis Wealth Advisors, LLC 0.40% Reduce -2.2% 4,869 $670K
Vicus Capital 0.04% Add +0.0% 4,862 $669K
JGP Wealth Management, LLC 0.06% Reduce -0.1% 4,831 $664K
WNY Asset Management, LLC 0.06% Reduce -8.0% 4,808 $661K
Good Harbor Advisors, Inc. 0.64% Reduce -0.6% 4,790 $659K
Goldstein Advisors, LLC 0.06% Add +0.6% 4,793 $659K
First County Bank 0.31% Reduce -18.5% 4,790 $659K
Family Manage LLC 0.07% No change 4,750 $653K
Asset Dedication, LLC 0.04% Add +81.0% 4,740 $652K
Samalin Investment Counsel, LLC 0.21% Reduce -3.4% 4,729 $650K
WealthBridge Capital Management, LLC 0.13% Reduce -1.7% 4,729 $650K
Gutierrez Wealth Advisory, LLC 0.38% Add +5.9% 4,728 $650K
Oxford Wealth Group, LLC 0.29% Reduce -16.7% 4,727 $650K
Capital Investment Advisory Services, LLC 0.04% Add +18.4% 4,720 $649K
Seascape Capital Management 0.16% No change 4,716 $649K
Enzi Wealth 0.21% Reduce -7.6% 4,706 $649K
Base Wealth Management LLC 0.30% Reduce -7.4% 4,709 $648K
WT Wealth Management 0.18% No change 4,704 $647K
Tucker Asset Management LLC 0.16% Add +66.7% 4,703 $647K
Blackston Financial Advisory Group, LLC 0.36% Reduce -2.3% 4,689 $645K
Unique Wealth, LLC 0.07% Add +0.7% 4,679 $644K
Francis Financial, Inc. 0.11% Reduce -3.0% 4,675 $643K
Capital Squared Financial LLC 0.42% Add +0.1% 4,672 $643K
Horizon Wealth Management, LLC 0.08% Add +0.7% 4,668 $642K
PSI Advisors, LLC 0.15% Add +11.7% 4,662 $641K
SwitchPoint Financial Planning, LLC 0.37% No change 4,656 $640K
Elm Partners Management LLC 0.02% Add +5.4% 4,648 $639K
Wealthstar Advisors, LLC 0.32% Add +4.7% 4,646 $639K
Prism Planning Partners LLC 0.68% Reduce -7.2% 4,638 $638K
Badgley Phelps Wealth Managers, LLC 0.01% Add +11.8% 4,622 $636K
New World Advisors LLC 0.11% No change 4,613 $634K
Mengis Capital Management, Inc. 0.10% No change 4,610 $634K
Aspen Investment Management Inc 0.17% No change 4,610 $634K
Condor Capital Management 0.05% Add +6.0% 4,597 $632K
McLean Asset Management Corp 0.08% No change 4,673 $632K
Raab & Moskowitz Asset Management LLC 0.13% No change 4,588 $631K
Accurate Wealth Management, LLC 0.06% Add +0.4% 4,548 $630K
Brown Wealth Management, LLC 0.14% No change 4,558 $627K
BOS Asset Management, LLC 0.15% No change 4,548 $625K
Pine Valley Investments Ltd Liability Co 0.03% Add +0.8% 4,543 $625K
Stirlingshire Investments, Inc. 0.46% Reduce -6.9% 4,541 $625K
Loomis Sayles & Co. L P 0.00% Reduce -18.1% 4,540 $624K
Laurel Oak Wealth Management, LLC 0.09% Reduce -8.1% 4,539 $624K
Verdence Capital Advisors LLC 0.03% Reduce -0.8% 4,528 $623K
Curbstone Financial Management Corp 0.11% Reduce -4.3% 4,500 $619K
Rubicon Advisors, GP 0.45% Reduce -3.6% 4,498 $619K
Presilium Private Wealth, LLC 0.09% Add +61.3% 4,496 $618K
Indivisible Partners 0.04% Add +2.3% 4,496 $618K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Reduce -0.2% 4,494 $618K
Hyundai Investments Co., Ltd. 0.67% Reduce -50.4% 4,551 $617K
Beaumont Financial Advisors, LLC 0.04% No change 4,452 $612K
Fort Point Capital Partners LLC 0.07% No change 4,444 $611K
Truefg, LLC 0.14% Reduce -0.1% 4,435 $610K
HORAN Wealth, LLC 0.08% Reduce -25.5% 4,423 $608K
Canvas Wealth Advisors, LLC 0.08% Reduce -0.6% 4,401 $605K
Fusion Capital, LLC 0.14% Reduce -5.1% 4,397 $605K
Money Concepts Capital Corp. 0.03% Reduce -81.5% 4,393 $604K
Keystone Financial Group 0.04% Reduce -79.3% 4,374 $602K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -1.8% 4,358 $600K
VeraBank, N.A. 0.10% Reduce -6.4% 4,362 $600K
Visionary Wealth Advisors 0.02% Reduce -0.9% 4,344 $597K
Sageworth Trust Co of South Dakota 0.37% No change 4,330 $596K
Legacy Bridge, LLC 0.18% Reduce -0.6% 4,330 $596K
Independent Wealth Network Inc. 0.15% Reduce -4.1% 4,327 $595K
Oak Wealth Advisors LLC 0.29% No change 4,325 $595K
Annex Advisory Services, LLC 0.01% Reduce -16.6% 4,312 $593K
Novus Advisors, LLC 1.24% Reduce -0.2% 4,309 $593K
GAMMA Investing LLC 0.02% Reduce -2.7% 4,294 $591K
Grove Bank & Trust 0.06% Reduce -26.3% 4,281 $589K
Family Office Research LLC 0.22% Reduce -1.7% 4,275 $588K
O'Connor Financial Group LLC 0.21% Reduce -0.2% 4,243 $584K
Arrowroot Family Office, LLC 0.17% New 4,226 $581K
GreatBanc Trust CO 0.36% No change 4,200 $578K
Eagle Rock Investment Company, LLC 0.07% No change 4,200 $578K
Patten & Patten Inc. 0.03% No change 4,191 $576K
TrueWealth Advisors, LLC 0.13% Reduce -4.4% 4,182 $575K
Gill Capital Partners, LLC 0.15% No change 4,171 $574K
Hiley Hunt Wealth Management 0.23% Reduce -0.9% 4,170 $574K
Bank Ozk 0.17% Reduce -2.4% 4,166 $573K
Bogart Wealth, LLC 0.02% Add +0.4% 4,159 $572K
GLOBALT Investments LLC / GA 0.02% No change 4,154 $571K
Old Second National Bank of Aurora 0.11% No change 4,151 $571K
Insight Wealth Strategies, LLC 0.06% Add +0.1% 4,153 $568K
Lake Street Private Wealth, LLC 0.07% Reduce -0.3% 4,116 $566K
Dana Investment Advisors, Inc. 0.01% Add +10.7% 4,110 $565K
Jim Saulnier & Associates, LLC 0.23% Add +0.1% 4,101 $564K
Wagner Wealth Management, Corp 0.45% Reduce -3.1% 4,094 $563K
Ellevest, Inc. 0.07% Add +22.9% 4,436 $556K
Richards, Merrill & Peterson, Inc. 0.18% No change 4,043 $556K
Ethos Financial Group, LLC 0.04% Add +60.9% 4,130 $555K
Aviance Capital Partners, LLC 0.06% No change 4,031 $554K
MWA Asset Management 0.25% Reduce -6.4% 4,017 $552K
LaFleur & Godfrey LLC 0.07% No change 4,005 $551K
Kingdom Financial Group LLC. 0.14% Add +2.0% 4,004 $551K
Floyd Financial Group LLC 0.36% No change 3,986 $550K
Nicholas Hoffman & Company, LLC. 0.01% Add +0.1% 3,981 $547K
Christensen, King & Associates Investment Services, Inc. 0.22% No change 3,978 $547K
Madson Wealth Advisors Inc 0.37% Reduce -38.5% 3,978 $547K
Kelly Financial Group LLC 0.12% Add +0.2% 3,977 $547K
Accretive Wealth Partners, LLC 0.13% Reduce -0.2% 3,975 $547K
Glen Eagle Advisors, LLC 0.07% Add +7.2% 3,956 $544K
AssuredPartners Investment Advisors, LLC 0.05% No change 3,945 $543K
Impact Partnership Wealth, LLC 0.05% Reduce -17.5% 3,943 $542K
SOA Wealth Advisors, LLC. 0.09% Add +0.1% 3,943 $542K
Secure Asset Management, LLC 0.08% Add +3.9% 3,941 $542K
Trust Co. of Vermont 0.02% — 3,940 $542K
Westover Capital Advisors, LLC 0.09% No change 3,920 $539K
Little House Capital LLC 0.12% No change 3,913 $538K
IFC Advisors LLC 0.07% Reduce -6.2% 3,912 $538K
Armstrong, Fleming & Moore, Inc 0.18% No change 3,905 $537K
Bar Harbor Wealth Management 0.03% Reduce -10.0% 3,885 $534K
Capital Investment Counsel, LLC 0.07% No change 3,880 $534K
Main Street Group, LTD 0.13% Add +0.0% 3,868 $532K
Freedom Day Solutions, LLC 0.12% Add +19.9% 3,865 $532K
Cornerstone Wealth Advisors, Inc. 0.11% No change 3,864 $531K
Fairman Group, LLC 0.42% Add +3.8% 3,857 $530K
Financial Synergies Wealth Advisors, Inc. 0.04% Add +15.7% 3,853 $530K
Hidden Cove Wealth Management, LLC 0.29% No change 3,851 $530K
Third View Private Wealth, LLC 0.07% New 3,844 $529K
Glassman Wealth Services 0.06% Add +5.5% 3,843 $529K
Pension & Wealth Management Advisors, Inc. 0.14% Add +68.8% 3,837 $528K
Shearwater Capital LLC 0.25% No change 3,830 $527K
AA Financial Advisors, LLC 0.06% Add +3.0% 3,822 $526K
Oarsman Capital, Inc. 0.06% Reduce -0.5% 3,798 $522K
Allium Financial Advisors, LLC 0.34% Add +10.5% 3,786 $521K
Summit Wealth Group LLC / Co. 0.04% Reduce -0.6% 3,783 $520K
W1M Asset Management Ltd 0.00% New 3,781 $520K
One Capital Management, LLC 0.01% No change 4,595 $520K
St Germain D J Co. Inc. 0.02% Add +27.5% 3,773 $519K
Capital Asset Managemnet, LLC 1.17% Reduce -87.2% 3,769 $518K
Sachetta, LLC 0.25% Reduce -0.0% 3,764 $518K
Advisory Solutions Group, LLC 0.18% — 3,762 $517K
Newman Dignan & Sheerar, Inc. 0.10% No change 3,762 $517K
Holland Advisory Services, Inc. 0.57% Reduce -8.3% 3,755 $516K
Veery Capital, LLC 0.14% Add +4.2% 3,754 $516K
Coyle Financial Counsel LLC 0.09% No change 3,751 $516K
Monetary Management Group Inc. 0.11% No change 3,750 $516K
Phillips Financial Management, LLC 0.04% No change 3,739 $514K
Warm Springs Advisors Inc. 0.36% No change 3,736 $514K
Napier Financial, LLC 0.11% Add +1.4% 3,736 $514K
Mascagni Wealth Management, Inc. 0.32% No change 3,725 $512K
Armstrong Advisory Group, Inc. 0.03% No change 3,705 $510K
Stone Summit Wealth LLC 0.13% Reduce -0.4% 3,698 $509K
Wealth Preservation Advisors, LLC 0.29% Add +358.1% 3,688 $507K
Kirtland Hills Capital Management, LLC 0.14% Add +8.8% 3,688 $507K
First American Trust, FSB 0.03% No change 3,680 $506K
Klingman & Associates, LLC 0.02% No change 3,671 $505K
Plan Group Financial, LLC 0.10% Reduce -16.0% 3,666 $504K
Moisand Fitzgerald Tamayo, LLC 0.05% Reduce -0.4% 3,645 $501K
Community Bank, N.A. 0.05% Reduce -28.4% 3,645 $501K
Ritholtz Wealth Management 0.01% Add +4.5% 3,644 $501K
Legacy Trust 0.09% No change 3,642 $501K
Westwood Holdings Group Inc. 0.00% Add +1.4% 3,635 $500K
Glass Jacobson Investment Advisors llc 0.16% Add +1.3% 3,624 $498K
Walled Lake Planning & Wealth Management, LLC 0.13% Reduce -0.2% 3,621 $498K
Trail Ridge Investment Advisors, LLC 0.21% Add +3.3% 3,615 $497K
Genesis Financial Group, LLC 0.32% Reduce -0.1% 3,593 $494K
Cozad Asset Management Inc. 0.03% No change 3,585 $493K
Allegheny Financial Group 0.05% Add +3.4% 3,572 $491K
Fiduciary Financial Advisors 0.05% New 3,559 $489K
HFG Advisors, Inc. 0.30% No change 3,552 $489K
Caldwell Trust Co 0.04% Add +10.8% 3,550 $488K
Allen Capital Group, LLC 0.04% No change 3,547 $488K
Keating Financial Advisory Services, Inc. 0.06% Add +11.0% 3,543 $487K
Center For Asset Management LLC 0.22% No change 3,540 $487K
Aurdan Capital Management, LLC 0.12% No change 3,530 $485K
Koesten, Hirschmann & Crabtree, INC. 0.20% No change 3,528 $485K
Financial Insights, Inc. 0.13% No change 3,526 $485K
RVW Wealth, LLC 0.03% Reduce -15.1% 3,525 $485K
Partners in Financial Planning 0.07% Add +0.0% 3,510 $483K
BLB&B Advisors, LLC 0.02% Add +15.8% 3,499 $481K
6th Street Advisors, LLC 0.28% No change 3,488 $480K
Northwest Financial Advisors 0.06% No change 3,483 $479K
Larson Financial Group LLC 0.01% Add +3.9% 3,482 $479K
Evolve Private Wealth, LLC 0.03% Add +75.8% 3,475 $478K
Shira Ridge Wealth Management 0.17% Add +7.5% 3,475 $478K
Quent Capital, LLC 0.03% Add +26.4% 3,471 $477K
Newton One Investments LLC 0.12% Reduce -6.3% 3,465 $477K
Harvest Investment Services, LLC 0.07% Reduce -79.6% 3,451 $475K
Essential Investment Partners LLC 0.38% No change 3,450 $474K
Salus Financial Advisors, LLC 0.23% No change 3,441 $473K
Peak Retirement Planning, Inc. 0.07% Add +1.1% 3,441 $473K
Legacy Capital Group California, Inc. 0.14% Reduce -48.5% 3,429 $472K
Lanark Financial, Inc. 0.03% Add +0.7% 3,428 $471K
Pullen Investment Management, LLC 0.22% No change 3,428 $471K
Whalerock Point Partners, LLC 0.08% No change 3,426 $471K
Summit Financial Wealth Advisors, LLC 0.06% No change 3,422 $471K
Ingalls & Snyder LLC 0.01% No change 3,409 $469K
Integrity Wealth Solutions LLC 0.17% Add +1.8% 3,404 $468K
Crux Wealth Advisors 0.16% Reduce -2.1% 3,404 $468K
Portland Global Advisors LLC 0.04% No change 3,395 $467K
Mountain Capital Investment Advisors Inc. 0.07% Add +1.0% 3,393 $467K
Petra Financial Advisors Inc. 0.22% No change 3,383 $465K
Manhattan West Asset Management, LLC 0.08% Reduce -50.1% 3,383 $465K
Compass Financial Management LLC 0.06% — 3,301 $465K
Smith, Moore & Co. 0.03% Add +18.9% 3,380 $465K
Town Capital LLC 0.29% Reduce -46.1% 3,378 $465K
Fairway Wealth LLC 0.10% Reduce -26.3% 3,333 $458K
Hilltop Holdings Inc. 0.04% Reduce -14.2% 3,333 $458K
Stiles Financial Services Inc 0.11% No change 3,305 $455K
N.E.W. Advisory Services LLC 0.03% Reduce -24.3% 3,297 $453K
Willner & Heller, LLC 0.28% Add +0.1% 3,290 $453K
Stewardship Advisors, LLC 0.09% Add +28.7% 3,288 $452K
Heritage Family Offices, LLP 0.17% Reduce -4.1% 3,288 $452K
Pacific Excel Wealth Advisors, Inc. 0.17% Reduce -69.9% 3,288 $452K
TKG Advisors, LLC 0.16% New 3,282 $451K
Hubbell Strickland Wealth Management, LLC 0.16% Reduce -0.8% 3,282 $451K
Cyndeo Wealth Partners, LLC 0.02% New 3,279 $451K
Saxon Interests, Inc. 0.12% Reduce -0.6% 3,268 $449K
180 Wealth Advisors, LLC 0.05% Reduce -3.3% 3,267 $449K
Stonebridge Financial Group, LLC 0.03% No change 3,262 $449K
Black Swift Group, LLC 0.06% No change 3,256 $448K
Oasis Advisors, LLC 0.29% New 3,252 $447K
Montz Harcus Wealth Management LLC 0.16% Add +2.0% 3,246 $446K
KLCM Advisors, Inc. 0.04% No change 3,244 $446K
Cove Private Wealth, LLC 0.09% No change 3,239 $445K
Align Financial, LLC 0.22% No change 3,237 $445K
Barnes Pettey Financial Advisors, LLC 0.14% No change 3,229 $444K
Meeder Advisory Services, Inc. 0.02% Reduce -36.5% 3,225 $444K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.1% 3,205 $441K
Tailwinds Wealth, LLC 0.26% New 3,205 $441K
Fsa Wealth Partners, Inc. 0.11% Add +12.8% 3,203 $441K
Paulson Wealth Management Inc. 0.09% No change 3,200 $440K
Roble, Belko & Company, Inc 0.05% No change 3,196 $440K
Wealthcare Capital Management LLC 0.04% Reduce -0.2% 3,180 $437K
Old Peak Finance LLC 0.21% Reduce -13.1% 3,172 $436K
Select Asset Management & Trust 0.13% No change 3,162 $435K
Leonard Rickey Investment Advisors P.L.L.C. 0.07% Reduce -0.1% 3,160 $435K
Colonial Trust Advisors 0.03% Add +0.0% 3,143 $432K
Global Assets Advisory, LLC 0.09% Reduce -20.2% 3,137 $430K
Prasad Wealth Partners, LLC 0.10% Add +0.1% 3,127 $430K
Fermata Advisors, LLC 0.09% Add +31.1% 3,112 $428K
Corundum Trust Company, INC 1.14% No change 3,110 $428K
Sfam, LLC 0.35% No change 3,110 $428K
Ascension Capital Advisors, Inc. 0.12% Reduce -7.0% 3,103 $427K
Strategic Point Investment Advisors, LLC 0.06% Add +8.7% 3,088 $425K
IMA Advisory Services, Inc. 0.03% Add +117.4% 3,055 $420K
Beaton Management Co. Inc. 0.17% Add +8.6% 3,045 $419K
L & S Advisors Inc 0.04% Add +17.2% 3,045 $419K
TPG Advisors LLC 0.23% No change 3,044 $419K
Core Wealth Management, Inc. 0.12% No change 3,017 $415K
Roan Capital Partners 0.34% No change 3,014 $415K
Steph & Co. 0.10% No change 3,009 $414K
Winslow Capital Management, LLC 0.00% Reduce -9.5% 3,008 $414K
Cullinan Associates Inc. 0.03% New 3,004 $413K
1776 Wealth LLC 0.15% No change 3,000 $413K
OFS Enterprise LLC 0.11% No change 2,998 $412K
Van Diest Capital, LLC 0.37% Reduce -0.6% 2,990 $411K
Mosaic Family Wealth Partners, LLC 0.03% Add +33.4% 2,971 $409K
Quantbot Technologies LP 0.02% New 2,946 $405K
Stone Loft Wealth Management LLC 0.23% Add +0.0% 2,922 $405K
Capital Advisor Network LLC 0.51% Reduce -1.9% 2,938 $404K
Horizon Financial Services, LLC 0.15% New 2,937 $404K
ORBA Wealth Advisors, L.L.C. 0.34% Reduce -46.6% 2,923 $402K
RMR Wealth Builders 0.02% Reduce -1.0% 2,921 $402K
Valtinson Bruner Financial Planning LLC 0.10% Add +0.0% 2,898 $399K
G2 Capital Management, LLC / Oh 0.09% No change 2,896 $398K
Childress Capital Advisors, LLC 0.07% Reduce -62.0% 2,886 $397K
Heritage Wealth Management, Inc. 0.10% New 2,881 $396K
Richmond Investment Services, LLC 0.13% Reduce -84.5% 2,881 $396K
Three Cord True Wealth Management, LLC 0.19% No change 2,867 $394K
Hantz Financial Services, Inc. 0.01% Add +21.4% 2,860 $393K
Drive Wealth Management, LLC 0.07% Reduce -1.3% 2,849 $392K
Centennial Advisors, LLC 0.47% New 2,847 $392K
Summit Wealth Partners, LLC 0.06% Reduce -2.2% 2,833 $390K
Beacon Hill Wealth Management LTD. 0.27% — 2,818 $388K
Nalls Sherbakoff Group, LLC 0.27% Reduce -12.5% 2,808 $386K
Onyx Bridge Wealth Group LLC 0.03% Add +0.0% 2,802 $385K
Delta Investment Management, LLC 0.06% Add +0.1% 2,801 $385K
Sagace Wealth Management LLC 0.24% No change 2,791 $384K
Zullo Investment Group, Inc. 0.13% No change 2,791 $384K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.5% 2,787 $383K
Cornerstone Planning, LLC 0.09% No change 2,781 $382K
M3 Advisory Group, LLC 0.20% No change 2,780 $382K
Sargent Investment Group, LLC 0.05% Reduce -3.1% 2,775 $382K
Balyasny Asset Management L.P. 0.00% New 2,772 $381K
Wealthfront Advisers LLC 0.00% Add +2.1% 2,767 $381K
SP Asset Management LLC 0.03% Add +0.1% 2,760 $380K
MRA Advisory Group 0.14% Add +0.1% 2,755 $379K
M. Kraus & Co 0.10% Reduce -3.5% 2,750 $378K
Blue Chip Partners, LLC 0.02% Add +7.4% 2,747 $378K
Strathmore Capital Advisors, Inc. 0.10% Reduce -39.6% 2,767 $377K
Global Financial Private Client, LLC 0.10% Reduce -10.9% 2,742 $377K
Plum Street Advisors, LLC 0.12% No change 2,741 $377K
NovaPoint Capital, LLC 0.08% New 2,740 $377K
Walser Wealth Management Company, A Ltd Liability Co 0.16% Add +2.4% 2,740 $377K
Global Wealth Management Investment Advisory, Inc. 0.05% Reduce -3.3% 2,736 $376K
Truvestments Capital LLC 0.06% Reduce -15.7% 2,736 $376K
Kennicott Capital Management LLC 0.17% No change 2,724 $375K
Guardian Financial Partners, LLC 0.15% Add +0.0% 2,721 $374K
Kavar Capital Partners Group, LLC 0.05% No change 2,718 $374K
Jag Capital Management, LLC 0.04% No change 2,708 $372K
Rockbridge Investment Management, LCC 0.03% No change 2,703 $372K
Talon Private Wealth, LLC 0.04% Add +8.0% 2,699 $371K
Strategic Financial Services, Inc. 0.02% Reduce -0.8% 2,699 $371K
LJI Wealth Management, LLC 0.05% Reduce -0.9% 2,691 $370K
Cim, LLC 0.05% Add +0.6% 2,680 $369K
Brady Martz Wealth Solutions, LLC 0.06% Add +0.0% 2,672 $368K
SYM FINANCIAL Corp 0.03% Reduce -4.7% 2,665 $366K
Paradigm, Strategies in Wealth Management, LLC 0.22% Reduce -2.6% 2,664 $366K
New Age Alpha Advisors, LLC 0.02% Reduce -44.7% 2,662 $366K
Genesee Capital Advisors, LLC 0.11% Add +0.1% 2,652 $365K
Cypress Capital Group 0.03% No change 2,650 $364K
Great Lakes Retirement, Inc. 0.03% Reduce -9.0% 2,647 $364K
Etesian Wealth Advisors, Inc. 0.11% No change 2,640 $363K
Midwest Heritage Bank, FSB 0.10% No change 2,637 $363K
Charles Schwab Trust Co 0.02% Add +13.6% 2,635 $362K
United Asset Strategies, Inc. 0.03% No change 2,623 $361K
BancFirst Trust & Investment Management 0.15% Reduce -32.3% 2,659 $361K
Barr E S & Co. 0.02% No change 2,620 $360K
Mascoma Wealth Management LLC 0.07% Reduce -5.3% 2,619 $360K
Gordian Advisors LLC 0.21% No change 2,616 $360K
Galvin, Gaustad & Stein, LLC 0.03% No change 2,612 $359K
Parsons Capital Management Inc. 0.02% Add +6.7% 2,611 $359K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -81.7% 2,616 $359K
Argos Wealth Advisors, LLC 0.09% No change 2,595 $357K
Cambridge Financial Group, LLC 0.11% No change 2,591 $356K
Harbor Group, Inc. 0.04% Add +0.7% 2,575 $354K
Clearwave Capital, LLC 0.20% Add +0.1% 2,574 $354K
Riverbend Wealth Management, LLC 0.18% Add +11.6% 2,574 $354K
Investment Partners Asset Management, Inc. 0.20% No change 2,572 $354K
SAM Advisors, LLC 0.10% No change 2,567 $353K
Regatta Capital Group, LLC 0.05% Reduce -7.7% 2,564 $353K
Financial Council, LLC 0.11% No change 2,564 $353K
Hurlow Wealth Management Group, Inc. 0.07% Add +0.4% 2,562 $352K
Davidson Trust Co. 0.14% No change 2,556 $352K
Islay Capital Management, LLC 0.17% New 2,554 $351K
WoodTrust Financial Corp 0.04% No change 2,550 $351K
Octavia Wealth Advisors, LLC 0.03% Reduce -5.3% 2,543 $350K
Prairie Advisory, LLC 0.08% — 2,537 $349K
Mairs & Power Inc. 0.00% No change 2,509 $345K
Marble Wealth, LLC 0.05% Add +0.1% 2,508 $345K
Ellenbecker Investment Group 0.04% Reduce -7.0% 2,507 $345K
Chemistry Wealth Management LLC 0.06% Reduce -11.8% 2,501 $344K
Vestia Personal Wealth Advisors 0.13% No change 2,500 $344K
Affinity Wealth Management LLC 0.04% Reduce -18.2% 2,488 $342K
Bearing Point Capital, LLC 0.05% New 2,486 $342K
Marietta Investment Partners LLC 0.06% No change 2,485 $342K
Zuckerman Investment Group, LLC 0.03% No change 2,485 $342K
Palouse Capital Management, Inc. 0.23% No change 2,480 $341K
Cape Ann Savings Bank 0.16% No change 2,476 $341K
Clientfirst Wealth Management, LLC 0.28% No change 2,472 $340K
TBH Global Asset Management, LLC 0.06% No change 2,471 $340K
BDFS Capital LLC 0.15% Reduce -65.6% 2,462 $339K
S&A Financial Services, Inc. 0.21% Reduce -0.0% 2,459 $338K
Fairview Capital Investment Management, LLC 0.02% Add +3.6% 2,451 $337K
Navalign, LLC 0.08% Reduce -0.7% 2,451 $337K
UNIVEST FINANCIAL Corp 0.02% No change 2,435 $335K
WealthCare Investment Partners, LLC 0.08% Add +0.1% 2,435 $335K
Curated Wealth Partners LLC 0.04% No change 2,435 $335K
Professional Financial Advisors, LLC 0.06% Add +2.2% 2,433 $335K
Platform Technology Partners 0.05% No change 2,431 $334K
Avaii Wealth Management, LLC 0.10% Reduce -3.3% 2,422 $333K
Windsor Advisory Group, LLC 0.24% No change 2,420 $333K
Duncker Streett & Co. Inc. 0.06% Reduce -3.0% 2,416 $332K
Columbus Macro, LLC 0.03% No change 2,412 $332K
Everest Private Wealth 0.12% No change 2,408 $331K
Resources Management Corp. /CT/ 0.04% No change 2,404 $331K
Legacy Financial Strategies, LLC 0.05% Add +5.5% 2,401 $330K
Montchanin Asset Management, LLC 0.34% No change 2,400 $330K
True North Advisors, LLC 0.03% No change 2,394 $329K
Crews Bank & Trust 0.04% Reduce -37.9% 2,390 $329K
Alpha Financial Partners LLC 0.17% Add +31.6% 2,389 $329K
Melfa Wealth Management, Inc. 0.18% Reduce -12.8% 2,375 $327K
Wingate Wealth Advisors, Inc. 0.14% Add +0.5% 2,371 $326K
Bangor Savings Bank 0.02% Add +9.2% 2,367 $326K
Waldron Private Wealth LLC 0.01% No change 2,360 $325K
Owl Creek Wealth Partners LLC 0.09% Reduce -4.5% 2,350 $323K
Greykasell Wealth Strategies, Inc. 0.12% No change 2,346 $323K
Michels Family Financial, LLC 0.21% Add +0.1% 2,344 $322K
Optima Capital LLC 0.13% No change 2,342 $322K
OneAscent Financial Services LLC 0.02% Reduce -7.4% 2,338 $322K
Capital Management Associates, Inc 0.06% Add +0.1% 2,331 $321K
Fortis Advisors, LLC 0.15% Add +6.4% 2,316 $319K
Compass Financial Group, Inc. (Ohio) 0.21% Reduce -25.8% 2,315 $318K
Walsh & Associates, LLC 0.26% Add +3.5% 2,310 $318K
Accredited Investor Services, LLC 0.18% No change 2,308 $317K
Burney Co./ 0.01% Reduce -15.1% 2,303 $317K
Forum Finance Group S.A. 0.11% Reduce -23.8% 2,846 $316K
Mathes Company, Inc. 0.10% No change 2,300 $316K
Clarity Capital Advisors, LLC 0.13% No change 2,296 $316K
Empowered Funds, LLC 0.00% Reduce -15.0% 2,294 $315K
Voisard Asset Management Group, Inc. 0.06% No change 2,292 $315K
Longview Financial Advisors, Inc. 0.18% Add +0.1% 2,287 $315K
Resonant Capital Advisors, LLC 0.01% No change 2,276 $313K
Crew Capital Management, Ltd 0.17% No change 2,263 $311K
Chesapeake Wealth Management 0.09% Reduce -3.5% 2,260 $311K
Johnson Financial Group, LLC 0.02% Reduce -46.4% 2,247 $309K
Nicollet Investment Management, Inc. 0.10% Reduce -3.6% 2,240 $308K
Astoria Portfolio Advisors LLC. 0.05% New 2,239 $308K
Everpar Advisors LLC 0.09% Reduce -4.0% 2,229 $307K
Summit Wealth Group, LLC 0.06% No change 2,223 $306K
First Bank & Trust 0.04% Add +1.3% 2,213 $304K
Bayban 0.23% No change 2,206 $303K
Cordatus Wealth Management LLC 0.07% No change 2,200 $303K
SevenBridge Financial Group, LLC 0.04% No change 2,128 $302K
JSF Financial, LLC 0.05% No change 2,193 $302K
Ledyard National Bank 0.02% Add +3.8% 2,189 $301K
Evernest Financial Advisors, LLC 0.06% No change 2,186 $301K
Shelton Wealth Management, LLC 0.12% Reduce -6.2% 2,183 $300K
Traveka Wealth, LLC 0.10% Reduce -5.0% 2,181 $300K
SHP Wealth Management 0.02% Add +10.7% 2,180 $300K
CarsonAllaria Wealth Management, Ltd. 0.13% Add +1.3% 2,176 $299K
Allegiance Financial Group Advisory Services LLC 0.05% No change 2,173 $299K
Portland Financial Advisors Inc 0.54% No change 2,164 $298K
James J. Burns & Company, LLC 0.03% No change 2,161 $297K
Biltmore Family Office, LLC 0.04% New 2,160 $297K
Greenwood Capital Associates LLC 0.03% No change 2,160 $297K
1900 Wealth Management LLC 0.02% Reduce -0.5% 2,157 $297K
Steigerwald, Gordon & Koch Inc. 0.03% No change 2,151 $296K
Colonial Trust Co / SC 0.04% No change 2,139 $294K
A&I Financial Services, LLC 0.13% No change 2,137 $294K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -1.4% 2,134 $294K
Menard Financial Group LLC 0.16% No change 2,129 $293K
Maple Capital Management, Inc. 0.02% Add +16.2% 2,129 $293K
RDA Financial Network 0.06% Add +6.2% 2,127 $293K
Allred Capital Management, LLC 0.10% No change 2,126 $292K
Performance Wealth Partners, LLC 0.01% No change 2,124 $292K
Opinicus Capital, Inc. 0.16% Reduce -7.9% 2,121 $292K
Michael Brady & Co., LLC 0.26% No change 2,119 $291K
Impact Capital Partners LLC 0.08% Reduce -0.5% 2,113 $291K
Kintra Wealth, LLC 0.02% New 2,035 $290K
Chevy Chase Trust Holdings, LLC 0.00% No change 2,105 $290K
D'Orazio & Associates, Inc. 0.03% No change 2,103 $289K
Orange Investment Advisors, Inc. 0.04% Add +1.1% 2,097 $288K
Argentarii, LLC 0.09% No change 2,044 $288K
Seros Financial, LLC 0.15% Reduce -10.7% 2,092 $288K
Bragg Financial Advisors, Inc 0.01% No change 2,090 $287K
Legacy Private Trust Co. 0.02% No change 2,088 $287K
Straight Path Wealth Management 0.07% New 2,083 $286K
Signature Equity Partners, LLC 0.13% Reduce -3.2% 2,077 $286K
Human Investing LLC 0.04% Reduce -3.5% 2,074 $285K
Western Financial Corp 0.08% Reduce -4.6% 2,069 $285K
Guidance Capital, Inc. 0.06% No change 2,077 $283K
McAdam, LLC 0.01% Reduce -30.7% 2,056 $283K
Kuhn & Co Investment Counsel 0.16% No change 2,055 $283K
Aspen Wealth Management LLC 0.05% Add +0.1% 2,054 $282K
David J Yvars Group 0.14% Reduce -0.9% 2,048 $282K
Wealth Effects LLC 0.08% New 2,046 $281K
Stage Harbor Financial, LLC 0.16% No change 2,040 $281K
Fragasso Financial Advisors Inc 0.01% Reduce -7.8% 2,026 $279K
Cambient Family Office, LLC 0.03% No change 2,021 $278K
Tranquility Partners, LLC 0.10% No change 2,011 $277K
Redwood Financial Network Corp 0.15% Add +10.9% 2,010 $276K
Quest 10 Wealth Builders, Inc. 0.21% Reduce -3.7% 2,005 $276K
Northeast Investment Management 0.01% No change 2,004 $276K
Western Reserve Capital Management, LLC 0.20% No change 2,000 $275K
Stelac Advisory Services LLC 0.05% No change 2,000 $275K
REAP Financial Group, LLC 0.05% Add +1.5% 1,992 $274K
Delos Wealth Advisors, LLC 0.14% No change 1,992 $274K
Edgestream Partners, L.P. 0.01% Reduce -55.9% 1,992 $274K
Integris Wealth Management, LLC 0.06% No change 1,991 $274K
SmartHarvest Portfolios, LLC 0.09% New 1,987 $273K
Beaird Harris Wealth Management, LLC 0.02% Add +77.9% 1,982 $273K
Red Door Wealth Management, LLC 0.02% New 1,972 $271K
North Forty Two & Co. 0.23% No change 1,972 $271K
Jennison Associates LLC 0.00% Reduce -15.8% 1,971 $271K
NorthStar Asset Management LLC 0.06% Reduce -0.9% 1,963 $270K
Aire Advisors, LLC 0.04% No change 1,952 $268K
VSM Wealth Advisory, LLC 0.07% Reduce -9.0% 1,951 $268K
Tidal Investments LLC 0.00% New 1,946 $268K
Edgemoor Investment Advisors, Inc. 0.02% No change 1,944 $267K
DiNuzzo Private Wealth, Inc. 0.03% No change 1,940 $267K
E&G Advisors, LLC 0.05% No change 1,940 $267K
Willis Investment Counsel 0.01% No change 1,929 $265K
Independent Wealth Advisors LLC 0.24% Add +3.8% 1,923 $264K
Jupiter Topco LLC 0.00% — 1,910 $263K
Walkner Condon Financial Advisors LLC 0.03% New 1,909 $263K
Stanich Group LLC 0.17% New 1,909 $263K
Black Diamond Financial, LLC 0.02% No change 1,901 $261K
Fortitude Advisory Group L.L.C. 0.10% No change 1,898 $261K
Zions Bancorporation, National Association 0.02% No change 1,894 $260K
Jacksonville Wealth Management, LLC 0.15% No change 1,890 $260K
DB Fitzpatrick & Co, Inc 0.21% Reduce -2.5% 1,889 $260K
Natural Investments, LLC 0.06% New 1,890 $259K
Premier Path Wealth Partners, LLC 0.03% Reduce -0.5% 1,869 $257K
Princeton Global Asset Management LLC 0.04% Reduce -7.0% 1,865 $256K
First Manhattan Co. Llc. 0.00% New 1,865 $256K
First Business Financial Services, Inc. 0.02% Reduce -3.6% 1,863 $256K
Ignite Planners, LLC 0.04% No change 1,860 $256K
Washington Trust Advisors, Inc. 0.02% No change 1,855 $255K
Forum Private Client Group LLC 0.08% Reduce -22.1% 1,853 $255K
Three Bearings Fiduciary Advisors, Inc. 0.23% Reduce -8.9% 1,851 $255K
Inscription Capital, LLC 0.02% Add +0.1% 1,841 $253K
Rockline Wealth Management, LLC 0.05% No change 1,841 $253K
PDS Planning, Inc 0.01% New 1,837 $253K
Buck Wealth Strategies, LLC 0.03% Reduce -85.2% 1,831 $252K
Falcon Wealth Planning 0.02% Add +3.1% 1,830 $252K
Solidarity Wealth, LLC 0.04% No change 1,830 $252K
Principal Financial Group Inc. 0.00% Reduce -63.0% 1,825 $251K
KMG Fiduciary Partners, LLC 0.02% Reduce -97.3% 1,819 $250K
Green Ridge Wealth Planning LLC 0.11% No change 1,817 $250K
Trinity Wealth Management, LLC 0.08% New 1,817 $250K
Aventura Private Wealth, LLC 0.08% Reduce -10.8% 1,815 $250K
Bfsg, LLC 0.02% No change 1,814 $249K
MinichMacGregor Wealth Management, LLC 0.04% New 1,812 $249K
Axim Planning & Wealth 0.35% Reduce -4.2% 1,809 $249K
Abound Wealth Management 0.05% Add +0.1% 1,808 $249K
Kagan Cocozza Asset Management 0.16% No change 1,808 $249K
KTF Investments, LLC 0.03% Reduce -5.3% 1,800 $248K
Cardiff Park Advisors, LLC 0.02% No change 1,795 $247K
Covenant Asset Management, LLC 0.04% Reduce -4.1% 1,793 $247K
TMB Capital Partners, LLC 0.08% Reduce -18.4% 1,776 $244K
Schnieders Capital Management, Llc. 0.03% New 1,775 $244K
Global Strategic Investment Solutions, LLC 0.02% Add +0.1% 1,773 $244K
Pines Wealth Management, LLC 0.07% New 1,772 $244K
WESPAC Advisors, LLC 0.12% Reduce -13.2% 1,769 $243K
Klingenstein Fields & Co. LP 0.01% New 1,765 $243K
Pacific Asset Management, LLC 0.12% New 1,765 $243K
First Interstate Bank 0.01% New 1,759 $242K
Foster Victor Wealth Advisors, LLC 0.01% Reduce -5.5% 1,754 $242K
Imprint Wealth LLC 0.98% Reduce -8.4% 1,756 $242K
Builder Investment Group Inc. 0.05% New 1,756 $242K
Oregon Pacific Wealth Management, LLC 0.23% Reduce -10.3% 1,753 $241K
Braeburn Wealth Management LLC 0.10% Reduce -1.5% 1,747 $240K
Acorn Wealth Advisors, LLC 0.06% Reduce -13.9% 1,743 $240K
Swisher Financial Concepts, Inc. 0.15% Reduce -46.4% 1,738 $239K
Capital Advisors Wealth Management, LLC 0.03% Reduce -15.9% 1,735 $239K
Cora Capital Advisors LLC 0.07% New 1,732 $238K
Schrum Private Wealth Management LLC 0.24% Reduce -20.8% 2,564 $237K
Anb Bank 0.09% Reduce -17.6% 1,721 $237K
First National Bank of Mount Dora, Trust Investment Services 0.05% Reduce -11.7% 1,721 $237K
Wealth Forward, LLC 0.12% New 1,720 $237K
Denver Wealth Management, Inc. 0.07% New 1,720 $237K
Bill Few Associates, Inc. 0.05% Reduce -4.3% 1,720 $237K
Capstone Financial Advisors, Inc. 0.01% New 1,719 $236K
Strategic Wealth Partners, Ltd. 0.01% No change 1,718 $236K
Sankala Group LLC 0.16% No change 1,691 $236K
Maxele Advisors, LLC 0.16% — 1,715 $236K
Linscomb Wealth, Inc. 0.01% New 1,715 $236K
HRC Wealth Management, LLC 0.10% New 1,714 $236K
CV Advisors LLC 0.04% New 1,713 $236K
Indiana Trust & Investment Management Co 0.06% No change 1,712 $235K
Strata Wealth Advisors, LLC 0.06% New 1,706 $235K
Clark Asset Management, LLC 0.02% New 1,703 $234K
SMI Advisory Services, LLC 0.04% New 1,708 $234K
Tannin Capital LLC 0.15% New 1,701 $234K
FSA Advisors, Inc. 0.11% Reduce -21.9% 1,700 $234K
Strategic Wealth Investment Group, LLC 0.03% New 1,686 $232K
Freedom Investment Management, Inc. 0.06% New 1,681 $231K
Wealthspire Retirement, LLC 0.01% New 1,676 $231K
Guardian Capital, LLC 0.19% Reduce -23.1% 1,673 $230K
Mattern Capital Management, LLC 0.03% Reduce -7.3% 1,673 $230K
Wrenne Financial Planning LLC 0.08% New 1,670 $230K
Austin Asset Management Co Inc 0.03% New 1,670 $230K
Geneva Partners, LLC 0.06% Reduce -6.9% 1,664 $229K
Pointe Capital Management LLC 0.10% New 1,656 $228K
Compass Capital Corp. /Ma/ 0.07% No change 1,603 $228K
Y-Intercept (Hong Kong) Ltd 0.00% New 1,648 $227K
OneAscent Wealth Management LLC 0.07% New 1,642 $226K
Columbia Bank 0.05% New 1,639 $225K
Broussard Financial Group LLC 0.18% New 1,635 $225K
Biondo Investment Advisors, LLC 0.03% New 1,634 $225K
Abacus Wealth Partners, LLC 0.02% Reduce -17.3% 1,628 $224K
Wealth Management Partners, LLC 0.05% New 1,627 $224K
Hendershot Investments Inc. 0.03% No change 1,627 $224K
Grey Fox Wealth Advisors, LLC 0.04% New 1,627 $224K
Greenhouse Wealth Management, LLC 0.16% New 1,626 $224K
Abundance Wealth Counselors 0.01% New 1,620 $223K
Vienna Asset Management LLC 0.16% New 1,615 $222K
Arkos Global Advisors 0.03% Add +0.1% 1,613 $222K
Elevation Advisory Partners LLC 0.23% Reduce -16.6% 1,644 $221K
Proathlete Wealth Management LLC 0.05% Reduce -4.3% 1,605 $221K
Apex Wealth Management, LLC 0.13% New 1,605 $221K
Vaquero Private Wealth, Ltd. 0.05% — 1,602 $220K
Harbour Investment Management LLC 0.11% New 1,600 $220K
Soundwatch Capital LLC 0.02% New 1,600 $220K
Accel Wealth Management 0.05% New 1,599 $220K
Centennial Wealth Advisory LLC 0.05% New 1,598 $220K
GW Henssler & Associates Ltd. 0.01% New 1,597 $220K
Parkwoods Wealth Partners, LLC 0.04% New 1,593 $219K
Midwest Financial Partners Investments, Inc. 0.09% Reduce -15.4% 1,591 $219K
McAlister, Sweet & Associates, Inc. 0.12% New 1,585 $218K
Juncture Wealth Strategies, LLC 0.06% New 1,581 $217K
Balentine LLC 0.01% Add +80.5% 1,578 $217K
Charis Legacy Partners, LLC 0.27% New 1,576 $217K
Scott Capital Advisors, LLC 0.03% New 1,576 $217K
Avity Investment Management Inc. 0.01% New 1,575 $217K
Stonebridge Financial Group, LLC 0.03% — 1,561 $214K
Nova Wealth Management, Inc. 0.12% No change 1,545 $212K
Inlight Wealth Management, LLC 0.07% No change 210,897 $211K
MBL Wealth, LLC 0.01% New 1,531 $211K
Private Wealth Partners, LLC 0.02% New 1,530 $210K
First PREMIER Bank 0.03% No change 1,530 $210K
Sand Hill Global Advisors, LLC 0.01% New 1,526 $210K
Basso Capital Management, L.P. 0.05% No change 1,522 $209K
Novak & Powell Financial Services, Inc. 0.10% New 1,518 $209K
Ridgeline Wealth, LLC 0.12% New 1,513 $208K
BlackDiamond Wealth Management, LLC 0.08% New 1,466 $208K
Berkeley, Inc 0.07% New 1,510 $208K
Team Financial Group, LLC 0.09% Add +6.3% 1,507 $207K
Vaughan David Investments LLC 0.00% New 1,506 $207K
Ni Acquisitions Company, LLC 0.09% — 1,505 $207K
Lynx Investment Advisory 0.07% New 1,504 $207K
Dunhill Financial, LLC 0.04% Reduce -55.4% 1,502 $207K
Sachem Hill LLC 0.04% Reduce -31.3% 1,502 $207K
Baron Financial Group, LLC 0.10% New 1,502 $207K
Element Wealth, LLC 0.08% New 1,499 $206K
Cambridge Advisors Inc. 0.04% New 1,499 $206K
Summit Asset Management, LLC 0.03% New 1,497 $206K
Hamilton Point Investment Advisors, LLC 0.03% No change 1,496 $206K
DWR Wealth Management, LLC 0.15% New 1,516 $206K
Florida Financial Advisors, LLC 0.03% New 1,491 $205K
WJ Financial Advisors LLC 0.15% New 1,487 $205K
Private Capital Management, LLC 0.02% New 1,487 $204K
Buttonwood Financial Group, LLC 0.12% New 1,487 $204K
Thoroughbred Financial Services, LLC 0.01% New 1,485 $204K
Destiny Wealth Partners, LLC 0.03% No change 1,506 $204K
Perennial Advisors, LLC 0.03% New 1,476 $203K
Precision Wealth Strategies, LLC 0.06% New 1,473 $203K
Gross & Hartman Investments LLC 0.09% New 1,470 $202K
Sunburst Financial Group, LLC 0.03% New 1,469 $202K
Stonebridge Capital Advisors LLC 0.01% New 1,469 $202K
Synergy Asset Management, LLC 0.02% New 1,467 $202K
First National Advisers, LLC 0.03% New 1,466 $202K
Ameriflex Group, Inc. 0.08% Add +41.5% 1,465 $201K
Paragon Capital Management Ltd 0.04% New 1,465 $201K
Jackson Square Capital, LLC 0.03% New 1,460 $201K
Wellment Financial 0.23% Reduce -18.0% 1,458 $201K
Waddell & Associates, LLC 0.01% Reduce -29.6% 1,457 $200K
Safe Harbor Family Capital, LLC 0.13% No change 1,454 $200K
ESL Trust Services, LLC 0.03% Add +5396.1% 1,429 $197K
Atlantic Private Wealth, LLC 0.12% Add +0.1% 1,416 $195K
Downshift Financial, LLC 0.09% New 1,384 $190K
CDKV Holdings LLC 0.15% Reduce -22.5% 1,375 $189K
BankPlus Trust Department 0.04% Add +14.3% 1,360 $187K
Harbor Asset Planning, Inc. 0.14% Reduce -1.0% 1,338 $184K
Evermay Wealth Management LLC 0.02% No change 1,337 $184K
Allspring Global Investments Holdings, LLC 0.00% Reduce -50.9% 1,334 $183K
Cardinal Strategic Wealth Guidance 0.04% No change 1,326 $182K
TFC Financial Management, Inc. 0.02% Add +0.1% 1,247 $172K
Basepoint Wealth LLC 0.10% No change 1,214 $167K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +100.0% 1,328 $166K
Wolff Wiese Magana LLC 0.08% No change 1,200 $165K
Center for Financial Planning, Inc. 0.02% Reduce -9.9% 1,187 $163K
Clearstead Trust, LLC 0.02% No change 1,168 $161K
Pittenger & Anderson Inc. 0.01% Add +9.9% 1,129 $155K
Peck Wealth Management, LLC 0.13% No change 1,119 $154K
Insight Inv LLC 0.07% No change 1,113 $153K
MPWM Advisory Solutions, LLC 0.07% No change 1,092 $150K
West Branch Capital LLC 0.03% Add +0.1% 1,088 $150K
Milestone Investment Advisors LLC 0.03% No change 1,076 $148K
Realta Investment Advisors 0.05% Add +0.1% 1,062 $146K
KERR FINANCIAL PLANNING Corp 0.16% No change 1,047 $144K
Bulwark Capital Corp 0.08% No change 1,044 $144K
Morling Financial Advisors, LLC 0.04% Add +344.0% 1,039 $143K
Hoese & Co LLP 0.09% No change 1,032 $142K
Register Financial Advisors LLC 0.04% No change 1,023 $141K
Horizon Investments, LLC 0.00% Reduce -50.0% 1,022 $141K
McDonald Partners LLC 0.03% New 1,016 $140K
Anchor Investment Management, LLC 0.01% No change 1,009 $139K
Central Pacific Bank - Trust Division 0.01% Reduce -37.9% 985 $135K
RHL Group, LLC 0.11% Reduce -13.1% 958 $132K
CoreFirst Bank & Trust 0.07% Reduce -45.1% 956 $131K
Townsend Asset Management Corp. /NC/ 0.04% No change 950 $131K
Holos Integrated Wealth LLC 0.06% No change 957 $130K
Motco 0.01% No change 920 $127K
SouthState Bank Corp 0.01% No change 917 $126K
Frankly Finances, LLC 0.10% No change 912 $125K
Rice Partnership, LLC 0.01% Reduce -5.7% 886 $122K
Murphy & Mullick Capital Management Corp 0.08% No change 884 $122K
High Point Wealth Management, LLC 0.10% Add +0.1% 875 $120K
Hoey Investments, Inc. 0.02% No change 865 $119K
American National Bank & Trust 0.01% No change 854 $117K
Black Cypress Capital Management, LLC 0.08% No change 839 $115K
Armor Investment Advisors, LLC 0.04% No change 838 $115K
Burnham & Co LLC 0.09% — 800 $110K
Signature Resources Capital Management, LLC 0.04% Add +8.7% 790 $109K
Collier Financial 0.07% Add +0.1% 782 $108K
Ballast Advisors LLC 0.03% No change 774 $106K
Family Legacy Financial Solutions, LLC 0.06% New 766 $105K
Brooklyn FI, LLC 0.02% New 757 $103K
Corsicana & Co. 0.05% No change 736 $101K
City State Bank 0.02% No change 726 $100K
Noble Wealth Management PBC 0.05% No change 725 $100K
Aspect Partners, LLC 0.04% No change 720 $99K
Southern Michigan Bank & Trust 0.03% No change 714 $98K
Tradewinds Capital Management, LLC 0.02% No change 708 $97K
Pin Oak Investment Advisors Inc. 0.07% No change 704 $97K
HHM Wealth Advisors, LLC 0.01% No change 689 $95K
Lazard Asset Management LLC 0.00% No change 640 $88K
Westside Investment Management, Inc. 0.01% No change 630 $87K
IAG Wealth Partners, LLC 0.01% No change 625 $86K
Financial Consulate, Inc. 0.01% No change 613 $84K
Capital Investment Counsel, Inc 0.01% No change 612 $84K
Strive Financial Group ,LLC 0.04% Add +183.3% 595 $82K
TIAA Wealth Investment Management LLC 0.00% Add +182.2% 601 $81K
Point Nemo Capital, LLC 0.04% New 591 $81K
Payden & Rygel 0.01% New 590 $81K
Roxbury Financial LLC 0.06% No change 581 $80K
JPL Wealth Management, LLC 0.02% New 581 $80K
Chilton Capital Management LLC 0.00% No change 576 $79K
Gilpin Wealth Management, LLC 0.05% Reduce -38.8% 573 $79K
HighMark Wealth Management LLC 0.03% Add +0.2% 570 $78K
Montgomery Financial Services LLC 0.07% — 568 $78K
Graney & King, LLC 0.03% No change 567 $78K
Advocate Investing Services LLC 0.06% Add +139.7% 549 $76K
Financial Life Planners 0.05% Reduce -7.3% 548 $75K
Strategic Wealth Advisors LLC 0.06% No change 610 $75K
Addison Advisors LLC 0.04% Reduce -68.0% 545 $75K
Frazier Financial Advisors, LLC 0.04% Reduce -56.1% 544 $75K
Decker Retirement Planning Inc. 0.03% New 542 $75K
Adirondack Trust Co. 0.02% No change 537 $74K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.05% No change 536 $74K
Cordant, Inc. 0.03% New 525 $72K
NORTHSTAR ASSET MANAGEMENT Co 0.01% New 534 $71K
Archer Investment Corp 0.01% Add +25.4% 514 $71K
True Wealth Design, LLC 0.02% No change 501 $69K
NFSG Corp 0.01% Add +311.9% 486 $67K
Nemes Rush Group LLC 0.01% No change 485 $67K
Kozak & Associates, Inc. 0.01% Reduce -4.7% 483 $66K
Spectrum Wealth Advisory Group, LLC 0.02% New 466 $64K
Concord Wealth Partners 0.01% New 466 $64K
Brown, Lisle/Cummings, Inc. 0.01% No change 460 $63K
Country Trust Bank 0.00% New 457 $63K
C M Bidwell & Associates Ltd. 0.03% No change 452 $62K
Community Financial Services Group, LLC 0.01% Reduce -82.6% 448 $61K
Cordgrass Capital Advisors, LLC 0.02% No change 445 $61K
Bullock Wealth Management Group 0.03% No change 443 $61K
Birchwood Financial Partners, Inc. 0.05% Reduce -42.3% 429 $59K
Morgan Dempsey Capital Management LLC 0.02% No change 400 $55K
Copia Wealth Management 0.03% No change 368 $51K
Bellevue Asset Management, LLC 0.02% Add +0.3% 357 $49K
Vestor Capital, LLC 0.00% Reduce -99.7% 203 $49K
PFS Partners, LLC 0.02% No change 338 $46K
Darwin Wealth Management, LLC 0.01% Add +0.3% 336 $46K
Ogorek Anthony Joseph /NY/ 0.01% No change 328 $45K
Innovative Asset Advisors Group, LLC 0.02% No change 324 $45K
Providence Capital Advisors, LLC 0.01% No change 324 $45K
Regatta Research & Money Management 0.04% — 323 $44K
Founders Capital Management 0.02% Add +26.5% 320 $44K
Measured Wealth Private Client Group, LLC 0.01% No change 302 $42K
Vima LLC 0.04% — 300 $41K
Gleason Group, Inc. 0.00% No change 298 $41K
GoalVest Advisory LLC 0.01% No change 292 $40K
Mechanics Financial Corp 0.01% No change 290 $40K
Chesapeake Asset Management LLC 0.03% No change 276 $38K
Boreal Capital Management LLC 0.03% No change 270 $37K
Entrust Financial LLC 0.02% No change 267 $37K
DecisionPoint Financial, LLC 0.01% No change 265 $36K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +1071.4% 246 $34K
First Pacific Financial 0.00% New 245 $34K
Valued Wealth Advisors LLC 0.01% No change 236 $32K
Fourth Dimension Wealth, LLC 0.01% Add +135.0% 235 $32K
Centennial Bank 0.01% No change 234 $32K
Davis Capital Management 0.02% No change 231 $32K
Investment Counsel Co. of Nevada 0.06% No change 229 $31K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 220 $30K
Howe & Rusling Inc. 0.00% No change 214 $29K
Creative Capital Management Investments LLC 0.01% No change 200 $28K
Benson Wealth Management INC 0.03% No change 184 $25K
NorthAvenue LLC 0.02% Reduce -24.7% 180 $25K
Timmons Wealth Management, LLC 0.02% Add +0.6% 161 $22K
Beacon Investment Advisory Services, Inc. 0.00% No change 157 $22K
Nvest Wealth Strategies, Inc. 0.01% No change 151 $21K
Pacifica Partners Inc. 0.01% No change 150 $20K
Punch & Associates Investment Management, Inc. 0.00% Reduce -19.8% 146 $20K
Networth Advisors, LLC 0.01% Reduce -7.8% 142 $20K
Cheviot Value Management, LLC 0.00% No change 141 $19K
Quintet Private Bank (Europe) S.A. 0.00% No change 140 $19K
Financial Gravity Companies, Inc. 0.00% — 139 $19K
Dogwood Wealth Management LLC 0.01% No change 137 $19K
Ascentis Wealth Management, LLC 0.00% No change 129 $18K
Field & Main Bank 0.00% No change 128 $18K
MRP Capital Investments, LLC 0.01% No change 126 $17K
Pflug Koory, LLC 0.01% No change 122 $17K
Reyes Financial Architecture, Inc. 0.01% No change 121 $17K
Sims Investment Management, LLC 0.00% New 108 $15K
Burk Holdings LLC 0.01% No change 107 $15K
Cherry Tree Wealth Management, LLC 0.00% Add +0.9% 106 $15K
Toth Financial Advisory Corp. 0.00% No change 104 $14K
McGuire Capital Advisors Inc. 0.01% New 102 $14K
GGM Financial LLC 0.01% No change 95 $13K
Triumph Capital Management 0.00% No change 90 $12K
Rosenberg Matthew Hamilton 0.00% No change 88 $12K
Marshall & Sterling Wealth Advisors Inc. 0.01% No change 87 $12K
Bruce G. Allen Investments, LLC 0.01% No change 84 $12K
United Financial Planning Group LLC 0.01% No change 82 $11K
Morton Brown Family Wealth, LLC 0.00% No change 82 $11K
Ankerstar Wealth, LLC 0.01% No change 81 $11K
Caitlin John, LLC 0.01% No change 77 $11K
Halbert Hargrove Global Advisors, LLC 0.00% No change 72 $10K
Markowski Investments 0.00% — 68 $9K
Paladin Advisory Group, LLC 0.01% No change 65 $9K
Medallion Wealth Advisors, LLC 0.00% No change 64 $9K
Wilkerson Advisory Group LLC 0.00% New 60 $8K
Chapman Financial Group, LLC 0.01% No change 59 $8K
Robinswood Financial LLC 0.00% No change 57 $8K
Richard W. Paul & Associates, LLC 0.00% New 51 $7K
Hamrick Investment Counsel, llc 0.00% No change 50 $7K
Minot DeBlois Advisors LLC 0.01% No change 50 $7K
Chelsea Counsel Co. 0.00% No change 46 $6K
BankChampaign, National Association 0.00% Reduce -14.3% 42 $6K
Obsidian Cio, LLC 0.00% Reduce -61.4% 34 $5K
Highline Wealth Partners LLC 0.00% No change 33 $5K
Tounjian Advisory Partners, LLC 0.00% New 32 $4K
DHJJ Financial Advisors, Ltd. 0.00% No change 28 $4K
Timbuktu Capital Management, LLC 0.01% — 24 $3K
Pursuit Wealth Strategies, LLC 0.00% New 24 $3K
Kiker Wealth Management, LLC 0.00% New 21 $3K
Marshall Investment Management, LLC 0.00% No change 20 $3K
Valley National Advisers Inc. 0.00% No change 18 $2K
Orion Capital Management LLC 0.00% No change 17 $2K
Blueline Advisors LLC 0.00% No change 4 $551
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.