iShares Russell 1000 Value EIWDETF

13F holders, Q4 2025 (December 31)
1,911holders +157
133new positions
58sold out
8famous investors
$210.14avg. 13F price*

At the end of Q4 2025, 1,911 institutions reported holding iShares Russell 1000 Value E (IWD) in their 13F filings, up 157 from Q3 2025. 133 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($11.0B), Morgan Stanley ($8.3B) and Goldman Sachs Group Inc. ($2.4B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
iShares Russell 1000 Value E
CUSIP
464287598
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions133$489.5M
Exits58$55.3M

All 13F filers, Q3 2025 → Q4 2025: 22,682,518 shares bought and 7,000,792 shares sold, net +15,681,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,911 holders

Bank of America Corp. 0.80% Add +5.4% 52,256,616 $11.0B
Morgan Stanley 0.50% Add +9.0% 39,663,587 $8.3B
Goldman Sachs Group Inc. 0.35% Add +2.0% 11,560,204 $2.4B
JPMorgan Chase & Co. 0.13% Add +3.8% 9,251,710 $1.9B
FMR LLC 0.09% Reduce -12.7% 8,612,243 $1.8B
Financial Engines Advisors L.L.C. 3.35% Reduce -1.9% 8,417,954 $1.8B
Envestnet Asset Management Inc. 0.48% Add +15.7% 7,746,341 $1.6B
UBS Group AG 0.28% Reduce -13.9% 6,611,520 $1.4B
Wells Fargo & Company 0.24% Add +20.3% 5,895,769 $1.2B
Baird Financial Group, Inc. 1.92% Add +4.1% 5,848,639 $1.2B
Raymond James Financial Inc. 0.35% Add +4.3% 5,379,206 $1.1B
Northern Trust Corp. 0.13% Add +0.9% 4,928,650 $1.0B
LPL Financial LLC 0.25% Add +2.1% 4,290,502 $902.5M
M&T Bank Corp 2.56% Add +0.9% 3,785,045 $796.1M
PNC Financial Services Group, Inc. 0.41% Add +4.9% 3,557,589 $748.3M
Prudential Financial Inc. 0.88% Reduce -10.2% 3,422,500 $725.4M
Pinnacle Financial Partners, Inc. 5.19% — 3,263,800 $686.5M
Royal Bank of Canada 0.09% Add +21.1% 2,540,656 $534.4M
Jasper Ridge Partners, L.P. 11.77% No change 2,524,684 $531.0M
Truist Financial Corp. 0.66% Add +4.7% 2,344,574 $493.2M
Stifel Financial Corp. 0.36% Add +26.4% 1,916,312 $403.1M
Commonwealth Equity Services, LLC 0.48% Reduce -7.3% 1,726,024 $363.1M
GLOBALT Investments LLC / GA 12.95% Reduce -1.0% 1,686,679 $354.8M
Jones Financial Companies LLLP 0.19% Add +1.3% 1,507,315 $317.0M
Rockefeller Capital Management L.P. 0.55% Add +28.5% 1,440,501 $303.0M
Focus Partners Wealth 0.34% Add +151.8% 1,412,808 $297.2M
Ameriprise Financial Inc. 0.07% Add +17.9% 1,397,904 $294.1M
Stairway Partners, LLC 14.41% Add +0.8% 1,323,057 $278.3M
Cetera Investment Advisers 0.30% Reduce -1.3% 1,295,575 $272.5M
Citigroup Inc. 0.18% Reduce -3.6% 1,250,236 $263.0M
71 West Capital Partners 11.04% — 1,141,321 $240.1M
Tiaa Trust, National Association 0.58% Reduce -1.3% 1,135,610 $239.9M
HighTower Advisors, LLC 0.25% Add +3.9% 1,099,616 $231.3M
BNP Paribas Financial Markets 0.14% Add +91.1% 1,053,204 $221.5M
Pacific Life Fund Advisors LLC 22.61% Reduce -3.3% 1,043,643 $219.5M
Comerica Bank 0.82% Add +1.4% 974,143 $204.9M
Waldron Private Wealth LLC 7.32% Reduce -1.1% 880,945 $185.3M
Bank of New York Mellon Corp 0.03% Add +20.5% 858,292 $180.5M
Oakworth Capital, Inc. 9.59% Add +3.2% 835,036 $175.6M
US Bancorp \de 0.20% Add +7.2% 824,090 $173.3M
Corient Private Wealth LP 0.23% Reduce -1.0% 814,429 $171.4M
Commerce Bank 0.84% Add +1.1% 725,356 $152.6M
OpenArc Corporate Advisory, LLC 2.34% — 673,355 $141.6M
Circle Wealth Management, LLC 2.18% Add +10.7% 672,633 $141.5M
Wealth Enhancement Advisory Services, LLC 0.19% Add +0.3% 652,027 $141.2M
Stephens Inc. 1.63% Reduce -1.2% 621,161 $130.7M
Brown Advisory Inc. 0.18% Add +52.7% 619,817 $130.4M
Osaic Holdings, Inc. 0.19% Reduce -0.1% 611,239 $128.5M
1ST Source Bank 6.73% Reduce -11.1% 610,192 $128.3M
Natixis Advisors, LLC 0.18% Add +11.2% 608,771 $128.0M
Confluence Investment Management LLC 1.79% Add +2904.9% 568,609 $119.6M
Diamond Hill Capital Management, LLC (Investment Advisor) 0.60% Add +24828.5% 556,903 $117.1M
Creative Planning 0.08% Add +2.9% 539,464 $113.5M
Mariner, LLC 0.13% Add +6.3% 531,496 $111.8M
Equity Investment Corp. 2.17% Add +151.2% 512,134 $107.7M
Pathstone Holdings, LLC 0.40% Reduce -10.9% 488,638 $102.8M
Mizuho Bank, Ltd. 12.02% New 480,000 $101.0M
MML Investors Services, LLC 0.23% Add +11.5% 455,284 $95.8M
Cerity Partners LLC 0.14% Add +110.6% 452,281 $95.1M
Northwestern Mutual Wealth Management Co. 0.06% Reduce -1.5% 449,483 $94.5M
Bank of Nova Scotia 0.14% Reduce -19.8% 433,880 $91.3M
Stephens Group Asset Management, LLC 6.05% Reduce -0.2% 430,753 $90.6M
Cassaday & Co Wealth Management LLC 1.87% Reduce -1.4% 422,578 $88.9M
Eagle Capital Management LLC 0.27% Add +953.4% 419,660 $88.3M
Alliancebernstein L.P. 0.03% Add +7.3% 415,954 $87.5M
Captrust Financial Advisors 0.17% Reduce -1.5% 414,312 $87.1M
Beacon Pointe Advisors, LLC 0.61% Add +78.3% 413,095 $86.9M
Franklin Resources Inc. 0.02% Reduce -27.6% 410,411 $86.3M
Cullen/Frost Bankers, Inc. 0.93% Add +6.1% 403,058 $84.8M
Cedar Mountain Advisors, LLC 16.33% Add +0.4% 402,552 $84.7M
Choreo, LLC 1.08% Add +2.2% 398,421 $84.4M
Dynasty Wealth Management, LLC 0.82% New 395,837 $83.3M
Marquette Asset Management, LLC 11.92% Add +0.6% 383,771 $80.7M
BlackRock, Inc. 0.00% Reduce -22.0% 369,437 $77.7M
Landaas & Co. /Wi 16.90% Add +1.1% 365,197 $76.8M
Modera Wealth Management, LLC 0.89% Reduce -17.8% 364,779 $76.7M
Equitable Holdings, Inc. 0.52% Add +2.9% 362,438 $76.2M
MV Capital Management, Inc. 7.32% Reduce -0.7% 362,323 $76.2M
MAI Capital Management 0.44% Add +1.6% 362,100 $76.2M
StoneX Group Inc. 3.27% Add +1.6% 357,505 $75.2M
Thrivent Financial for Lutherans 0.13% Add +16.3% 338,643 $71.7M
Private Advisor Group, LLC 0.33% Add +0.7% 336,342 $70.7M
Moneta Group Investment Advisors LLC 0.52% Reduce -0.3% 329,410 $69.3M
Janney Montgomery Scott LLC 0.16% Add +23.8% 326,035 $68.6M
Allworth Financial LP 0.28% Add +605.0% 320,484 $67.4M
Steward Partners Investment Advisory, LLC 0.36% Add +0.9% 309,939 $65.2M
EP Wealth Advisors, LLC 0.34% — 308,352 $64.9M
Covenant Partners, LLC 18.93% Add +6.7% 307,868 $64.8M
Zacks Investment Management 0.50% Add +328.4% 304,086 $64.0M
Cresset Asset Management, LLC 0.27% Add +2.8% 297,973 $62.7M
Badgley Phelps Wealth Managers, LLC 1.10% Add +16.7% 284,280 $59.8M
American Century Companies Inc. 0.03% Reduce -52.1% 282,349 $59.4M
Fifth Third Bancorp 0.19% Reduce -3.5% 280,879 $59.1M
Waverly Advisors, LLC 0.48% Add +41.8% 280,747 $59.1M
Boston Partners 0.06% Add +332.5% 273,930 $58.4M
O'shaughnessy Asset Management, LLC 0.32% Add +397.2% 275,191 $57.9M
Paulson Wealth Management Inc. 13.14% Reduce -3.9% 270,484 $56.9M
Bridges Investment Management Inc. 0.71% Reduce -2.0% 267,626 $56.3M
SMI Advisory Services, LLC 9.56% New 254,744 $55.5M
First Business Financial Services, Inc. 5.07% Reduce -1.1% 262,423 $55.2M
Bank of Montreal 0.02% Add +46.8% 252,535 $53.1M
Blair William & Co. 0.14% Add +4.6% 248,735 $52.3M
Brandywine Global Investment Management, LLC 0.35% Add +20.8% 242,573 $51.0M
Nuveen, LLC 0.01% Reduce -20.7% 239,700 $50.4M
CX Institutional 1.48% Reduce -2.2% 236,247 $49.7M
HB Wealth Management, LLC 0.32% Add +13.6% 234,716 $49.4M
Wind River Trust Co 18.36% No change 233,705 $49.2M
Oppenheimer Asset Management Inc. 0.59% Add +157.3% 227,918 $47.9M
Legacy Edge Advisors, LLC 5.24% Add +3.9% 227,640 $47.9M
Callan Family Office, LLC 1.03% Add +203.7% 227,323 $47.8M
Mission Wealth Management, LP 0.95% Reduce -2.9% 221,880 $46.7M
Comprehensive Financial Management LLC 1.33% No change 210,233 $44.2M
Mercer Global Advisors Inc. 0.07% Add +5.3% 208,607 $43.9M
Gainplan LLC 16.45% New 208,239 $43.8M
Relyea Zuckerberg Hanson LLC 4.42% Reduce -0.0% 207,859 $43.7M
Americana Partners, LLC 1.20% Add +21.6% 207,378 $43.6M
CIBC Private Wealth Group LLC 0.07% Add +5.6% 195,334 $41.1M
Massachusetts Financial Services Co. 0.01% Add +121.8% 190,793 $40.1M
Kestra Private Wealth Services, LLC 0.50% Add +13.8% 189,623 $39.9M
CFS Investment Advisory Services, LLC 2.85% Add +16.9% 185,358 $39.0M
Prospera Financial Services Inc 0.64% Add +507.3% 184,865 $38.9M
Kestra Advisory Services, LLC 0.16% Add +19.5% 180,546 $38.0M
Lido Advisors, LLC 0.15% Reduce -1.5% 182,339 $37.8M
Concurrent Investment Advisors, LLC 0.43% Add +602.6% 179,058 $37.7M
Regions Financial Corp. 0.24% Reduce -1.3% 178,771 $37.6M
Saudi Central Bank 1.40% No change 178,016 $37.4M
Cambiar Investors LLC 1.67% Add +26.9% 177,191 $37.3M
Silvercrest Asset Management Group LLC 0.24% Add +98.5% 168,002 $35.3M
Mesirow Financial Investment Management, Inc. 0.72% Reduce -19.9% 167,710 $35.3M
Corundum Group, Inc. 11.51% Add +32.9% 163,052 $34.3M
Cordatus Wealth Management LLC 7.91% New 162,675 $34.2M
Ieq Capital, LLC 0.10% Add +14.6% 160,667 $33.8M
LBJ Family Wealth Advisors, Ltd. 18.57% Reduce -2.3% 160,552 $33.8M
TD Private Client Wealth LLC 0.70% Add +46.2% 155,876 $32.8M
AQR Capital Management 0.02% Add +9.2% 154,838 $32.6M
Pacific Sage Partners, LLC 5.07% Add +3.7% 151,978 $32.0M
Waterloo Capital, L.P. 2.31% Add +0.1% 151,923 $32.0M
Objectivity Squared, LLC 17.55% Add +1.8% 149,193 $31.4M
Clearstead Advisors, LLC 0.39% Add +2.1% 148,630 $31.3M
Proathlete Wealth Management LLC 8.51% Add +5.5% 147,901 $31.2M
Kayne Anderson Rudnick Investment Management LLC 0.08% Add +437.4% 148,113 $31.1M
Envestnet Portfolio Solutions, Inc. 0.11% Add +22.4% 147,301 $31.0M
Keybank National Association 0.11% Add +3.2% 147,287 $31.0M
Cambridge Investment Research Advisors, Inc. 0.08% Add +1.9% 147,031 $30.9M
Midwest Trust Co 0.39% Add +8.2% 146,816 $30.9M
Aristotle Capital Management, LLC 0.06% Add +327.1% 145,910 $30.7M
&partners 0.16% Add +76.6% 144,642 $30.7M
Sanctuary Advisors, LLC 0.16% Reduce -0.1% 143,158 $30.1M
Jmac Enterprises LLC 5.71% Reduce -1.6% 141,924 $29.9M
HSBC Holdings PLC 0.02% Add +4.8% 141,873 $29.8M
London Co. of Virginia 0.17% Add +3335.7% 140,864 $29.6M
Westwood Holdings Group Inc. 0.24% Add +30.8% 138,862 $29.2M
Savant Capital, LLC 0.17% Add +2.6% 138,634 $29.2M
Simon Quick Advisors, LLC 1.27% Reduce -27.4% 138,576 $29.1M
RMR Wealth Builders 2.33% Reduce -0.7% 138,448 $29.1M
Nadler Financial Group, Inc. 2.71% Reduce -3.4% 138,327 $29.1M
Ellenbecker Investment Group 3.96% Add +5.6% 134,362 $28.3M
Claro Advisors Inc. 3.73% Add +27.8% 130,002 $27.3M
Flaharty Asset Management, LLC 3.37% Reduce -42.2% 128,182 $27.0M
NewEdge Advisors, LLC 0.10% Add +13.4% 126,357 $26.6M
AMG National Trust Bank 0.63% Reduce -0.7% 126,261 $26.6M
Capital Advisors, Ltd. LLC 2.99% Reduce -1.6% 126,242 $26.6M
Rwa Wealth Partners, LLC 0.29% Add +644.2% 125,639 $26.4M
First Horizon Corp. 1.17% Reduce -0.8% 124,145 $26.1M
TruWealth Advisors, LLC 1.24% Reduce -0.2% 120,916 $25.4M
LWM Advisors Inc. 21.73% Add +1.3% 117,480 $24.7M
Sylvest Advisors, LLC 13.18% Add +14.0% 117,450 $24.7M
Wilmington Savings Fund Society, FSB 0.57% Add +116.6% 115,640 $24.3M
Stratos Investment Management, LLC 0.97% Reduce -0.6% 115,570 $24.3M
BTC Capital Management, Inc. 1.67% Add +19.7% 113,949 $24.0M
PFW Advisors LLC 7.24% Add +0.1% 113,949 $24.0M
Neuberger Berman Group LLC 0.02% Add +128.7% 113,879 $24.0M
Cwm, LLC 0.06% Add +65.0% 113,083 $23.8M
Ryan Investment Management, Inc. 12.81% Reduce -24.6% 110,008 $23.1M
Venture Visionary Partners LLC 0.75% Add +0.6% 109,139 $23.0M
Fulton Bank, N.A. 0.77% Add +1.2% 106,535 $22.4M
Awm Capital, LLC 2.00% Add +0.2% 104,889 $22.1M
Arkadios Wealth Advisors 0.44% Add +42.7% 104,517 $22.0M
Parkside Financial Bank & Trust 1.64% Reduce -0.8% 103,825 $21.8M
Arax Advisory Partners 0.63% New 103,478 $21.8M
United Capital Financial Advisors, LLC 0.13% Add +7.0% 99,197 $20.9M
Orion Porfolio Solutions, LLC 0.15% Add +33.9% 97,303 $20.5M
Applied Finance Capital Management, LLC 1.46% Add +1432.7% 97,035 $20.4M
Westshore Wealth, LLC 6.75% Reduce -0.7% 96,811 $20.4M
TCW Group Inc. 0.15% Add +182.8% 96,333 $20.3M
Woodard & Co. Asset Management Group Inc. 3.20% Reduce -3.1% 96,135 $20.2M
Park Avenue Securities LLC 0.17% Add +0.9% 95,748 $20.1M
Quantinno Capital Management LP 0.04% Add +23.9% 95,585 $20.1M
Bokf, NA 0.30% Add +64.6% 92,521 $19.5M
Ashton Thomas Private Wealth, LLC 0.47% Add +3.7% 91,678 $19.3M
CM Wealth Advisors LLC 4.35% Reduce -0.1% 91,621 $19.3M
Integrated Investment Consultants, LLC 3.76% Reduce -6.0% 91,112 $19.2M
Keel Point, LLC 1.15% Add +8.8% 90,660 $19.1M
SlateStone Wealth, LLC 1.58% Add +6.1% 89,893 $18.9M
Level Four Advisory Services, LLC 0.61% Add +656.3% 88,901 $18.7M
GHP Investment Advisors, Inc. 0.77% Reduce -0.4% 88,681 $18.7M
NewEdge Wealth, LLC 0.21% Add +83.1% 88,296 $18.6M
Beirne Wealth Consulting Services, LLC 5.33% Reduce -14.7% 87,471 $18.4M
Fund Evaluation Group, LLC 0.61% Add +10.6% 87,356 $18.4M
Independent Family Office, LLC 7.63% No change 86,911 $18.3M
Great Lakes Advisors, LLC 0.15% Add +412.6% 86,627 $18.2M
Noble Family Wealth, LLC 3.74% Reduce -0.7% 84,323 $17.7M
Bleakley Financial Group, LLC 0.30% Add +4.8% 82,572 $17.4M
RTD Financial Advisors, Inc. 2.10% Reduce -2.0% 81,938 $17.2M
Wealthspire Advisors, LLC 0.14% Reduce -49.7% 80,943 $17.0M
Hirtle & Co., LLC 0.65% Reduce -1.9% 80,817 $17.0M
Gotham Asset Management 0.06% Add +29.0% 80,801 $17.0M
Advisors Preferred, LLC 2.77% New 80,083 $17.0M
VestGen Advisors, LLC 0.70% Reduce -14.6% 78,019 $16.4M
Napier Financial, LLC 4.09% — 77,792 $16.4M
Lyrical Asset Management LP 0.21% Add +6082.6% 77,777 $16.4M
Montag A & Associates Inc. 0.74% Reduce -3.7% 76,844 $16.2M
Nestegg Advisors, Inc. 13.75% Reduce -0.1% 76,544 $16.1M
Ascent Group, LLC 0.54% Reduce -6.0% 75,553 $15.9M
Willis Johnson & Associates, Inc. 0.97% Reduce -1.1% 74,969 $15.8M
PW Nova Financial Services LLC 5.85% — 72,784 $15.4M
Bitterroot Capital Advisors LLC 10.42% — 72,311 $15.2M
Apella Capital, LLC 0.30% Reduce -1.9% 71,858 $15.1M
Newport Capital Group, LLC 9.15% Add +0.7% 71,196 $15.0M
Ballast, Inc. 3.49% Add +81.2% 70,978 $14.9M
First Citizens Bank & Trust Co. 0.31% Add +0.8% 70,588 $14.8M
Berman McAleer LLC 2.01% Reduce -0.3% 69,831 $14.7M
Anchor Capital Advisors LLC 0.41% Add +372.8% 67,881 $14.3M
West Bancorporation Inc. 7.37% Add +6.7% 66,857 $14.1M
Genesis Private Wealth, LLC 4.36% Add +9.0% 66,786 $14.0M
XML Financial, LLC 1.14% Add +0.8% 66,398 $14.0M
Sonata Capital Group Inc. 5.04% Reduce -1.0% 66,314 $13.9M
Certuity, LLC 0.87% Reduce -9.3% 66,075 $13.9M
Johnson Financial Group, Inc. 0.51% Reduce -0.7% 64,295 $13.5M
FDx Advisors, Inc. 6.85% Reduce -2.4% 63,828 $13.4M
Summit Financial, LLC 0.20% Add +2.2% 63,208 $13.3M
Breakwater Capital Group 1.83% Reduce -6.7% 62,239 $13.1M
Kelsey Financial, LLC 11.09% — 61,396 $12.9M
Glenmede Trust Co. NA 0.06% — 61,091 $12.8M
Sterling Capital Management LLC 0.21% Add +2762.9% 60,979 $12.8M
Meramec Financial Planners, LLC 4.98% — 56,885 $12.8M
First National Bank of Omaha 0.38% New 60,014 $12.7M
Healthcare of Ontario Pension Plan Trust Fund 0.02% No change 60,000 $12.6M
Summit Wealth & Retirement Planning, Inc. 2.95% Reduce -2.5% 59,508 $12.5M
Haverford Trust Co 0.11% Reduce -5.3% 59,152 $12.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.19% Add +7.4% 59,068 $12.4M
Insight 2811, Inc. 5.43% Reduce -4.1% 58,485 $12.3M
Aptus Capital Advisors, LLC 0.10% Reduce -1.7% 58,462 $12.3M
Oppenheimer & Co. Inc. 0.17% Reduce -0.1% 58,280 $12.3M
Investment Partners, LTD. 4.18% Reduce -1.6% 56,816 $12.0M
Blue Trust, Inc. 0.13% Add +14.9% 56,653 $11.9M
Prism Advisors, Inc. 3.16% Reduce -22.7% 56,328 $11.8M
Avidian Wealth Enterprises, LLC 0.43% Reduce -0.3% 56,097 $11.8M
Sagespring Wealth Partners, LLC 0.21% Reduce -2.2% 56,051 $11.8M
Naples Global Advisors, LLC 0.88% Add +4.6% 55,896 $11.8M
Chicago Partners Investment Group LLC 0.29% Reduce -0.0% 53,689 $11.7M
Arcadia Wealth Management, LLC 4.34% Add +3.0% 55,449 $11.7M
Jane Street Group, LLC 0.01% New 55,236 $11.6M
JFS Wealth Advisors, LLC 0.64% Add +1.6% 54,245 $11.4M
Jefferies Financial Group Inc. 0.10% Add +3.5% 54,137 $11.4M
Advisory Services Network, LLC 0.16% Add +47.0% 53,907 $11.3M
FMA Wealth Management, LLC 7.34% Reduce -2.8% 53,861 $11.3M
Newton One Investments LLC 3.20% Reduce -0.3% 51,527 $10.8M
Bessemer Group Inc. 0.02% Add +0.0% 51,119 $10.8M
Goelzer Investment Management, Inc. 0.49% Reduce -5.8% 50,291 $10.6M
Morton Capital Management LLC 1.60% Reduce -5.2% 49,434 $10.4M
Montecito Bank & Trust 1.64% Reduce -0.7% 48,839 $10.3M
Nwam LLC 0.57% Add +1.7% 48,117 $10.2M
Diversified Trust Co. 0.19% Add +0.8% 48,360 $10.2M
Hancock Whitney Corp. 0.18% Add +7.4% 48,289 $10.2M
Tradition Wealth Management, LLC 0.72% Add +1.4% 47,793 $10.1M
Mather Group, Llc. 0.10% Reduce -7.4% 47,625 $10.0M
Wealthcare Advisory Partners LLC 0.19% Reduce -6.1% 46,955 $9.9M
Valeo Financial Advisors, LLC 0.22% Add +2.4% 46,445 $9.8M
Visionary Wealth Advisors 0.44% Reduce -3.8% 46,281 $9.7M
Atria Investments, Inc 0.11% Add +22.0% 45,956 $9.7M
NorthRock Partners, LLC 0.16% Add +22.9% 45,783 $9.6M
Integrated Wealth Concepts LLC 0.11% Reduce -27.6% 45,222 $9.5M
SCS Capital Management LLC 0.10% Reduce -21.6% 44,941 $9.5M
Foster & Motley Inc. 0.50% Add +10.0% 44,676 $9.4M
Oldfather Financial Services, LLC 2.75% Reduce -0.6% 43,987 $9.3M
Johnson Investment Counsel Inc. 0.08% Reduce -1.4% 43,949 $9.2M
Ritholtz Wealth Management 0.17% Reduce -1.9% 43,827 $9.2M
MetLife Investment Management, LLC 0.04% Add +22.7% 43,300 $9.1M
Smith & Howard Wealth Management, LLC 2.08% Add +0.6% 43,299 $9.1M
Stratos Wealth Advisors, LLC 0.44% Reduce -50.8% 43,261 $9.1M
Arete Wealth Advisors, LLC 0.62% Add +6.0% 42,622 $9.0M
Paladin Partners, LLC 6.61% — 42,170 $8.9M
Oxford Financial Group, LTD. LLC 0.49% Reduce -3.0% 42,167 $8.9M
Fidelis Capital Partners, LLC 0.64% Reduce -8.0% 41,694 $8.8M
Wellspring Financial Advisors, LLC 0.69% Reduce -1.2% 41,676 $8.8M
Webster Bank, N. A. 0.82% Add +1.0% 41,665 $8.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -0.9% 41,178 $8.7M
NorthCoast Asset Management LLC 0.19% Reduce -95.5% 41,442 $8.7M
NFJ Investment Group, LLC 0.31% Add +1705.2% 41,105 $8.6M
HBK Sorce Advisory LLC 0.20% Reduce -1.2% 38,411 $8.6M
Snowden Capital Advisors LLC 0.22% Add +28.9% 40,866 $8.6M
Quent Capital, LLC 0.62% Reduce -2.9% 40,804 $8.6M
Stratos Wealth Partners, LTD. 0.10% Add +22.3% 40,577 $8.5M
Ausdal Financial Partners, Inc. 0.39% Reduce -1.9% 39,918 $8.4M
Bryn Mawr Trust Advisors, LLC 0.40% Add +67.5% 39,631 $8.3M
Veratis Advisors, Inc. 6.53% — 36,978 $8.3M
Rehmann Capital Advisory Group 0.43% Add +49.9% 39,225 $8.3M
Segment Wealth Management, LLC 0.47% Reduce -1.2% 38,744 $8.1M
Sepio Capital, LP 0.44% Add +381.7% 38,615 $8.1M
Sunburst Financial Group, LLC 1.64% No change 38,451 $8.1M
Stegner Investment Associates Inc. 4.29% Add +44.5% 38,389 $8.1M
Parallel Advisors, LLC 0.15% Reduce -0.3% 38,330 $8.1M
OneDigital Investment Advisors LLC 0.08% Add +9.5% 38,223 $8.0M
Mullaney, Keating & Wright, Inc. 4.23% Reduce -0.3% 38,130 $8.0M
Sierra Capital LLC 0.83% Add +0.1% 37,492 $7.9M
Independence Asset Advisors, LLC 4.32% Reduce -89.2% 37,250 $7.8M
Northern Lights Advisors, Inc. 5.37% — 37,209 $7.8M
Dimension Capital Management LLC 1.09% Add +0.3% 37,114 $7.8M
Arbor Investment Advisors, LLC 1.03% Add +0.2% 37,041 $7.8M
J.W. Cole Advisors, Inc. 0.19% Add +1.0% 37,307 $7.7M
Hilltop Holdings Inc. 0.46% Add +696.1% 36,660 $7.7M
Aspiriant, LLC 0.22% Reduce -0.7% 36,641 $7.7M
Voya Investment Management LLC 0.01% Reduce -45.8% 36,567 $7.7M
CFM Wealth Partners LLC 1.11% Reduce -1.1% 36,495 $7.7M
Astoria Strategic Wealth, Inc. 1.93% Reduce -3.9% 36,425 $7.7M
Associated Banc-Corp 0.20% Reduce -1.6% 36,301 $7.6M
Savvy Advisors, Inc. 0.25% Add +2569.2% 36,248 $7.6M
Citizens Financial Group Inc. 0.10% Reduce -2.5% 36,128 $7.6M
Kingsview Wealth Management, LLC 0.11% Add +94.9% 36,056 $7.6M
Finley Financial, LLC 3.46% Reduce -0.3% 35,881 $7.5M
Ironwood Investment Counsel, LLC 1.05% Add +92.3% 35,660 $7.5M
Sowell Financial Services LLC 0.28% Add +6.6% 35,582 $7.5M
Farther Finance Advisors, LLC 0.08% Add +85.1% 35,547 $7.5M
Fifth Third Wealth Advisors LLC 0.26% Add +0.7% 35,327 $7.4M
Signaturefd, LLC 0.11% Reduce -6.3% 35,289 $7.4M
AlTi Global, Inc. 0.16% Reduce -5.2% 35,222 $7.4M
Pinnacle Wealth Planning Services, Inc. 0.77% Add +20.7% 35,047 $7.4M
Sei Investments Co. 0.01% Add +2.0% 35,034 $7.4M
Confluence Wealth Services, Inc. 0.30% Add +17.5% 34,901 $7.3M
Raub Brock Capital Management LP 1.63% Add +0.3% 34,724 $7.3M
Vestmark Advisory Solutions, Inc. 0.10% Add +77.4% 34,549 $7.3M
Rebalance, LLC 0.42% Reduce -19.6% 34,508 $7.3M
Widmann Financial Services, Inc. 4.41% Add +2.4% 34,284 $7.2M
Eastern Bank 0.12% Add +1.1% 33,512 $7.0M
Whittier Trust Co. 0.07% Add +2.5% 31,763 $6.9M
Tandem Financial, LLC 8.23% Add +83.6% 36,825 $6.8M
MidFirst Bank 0.54% — 32,324 $6.8M
Baker Avenue Asset Management, LP 0.16% Add +2.4% 32,176 $6.8M
Principal Financial Group Inc. 0.00% Add +9.4% 32,114 $6.8M
Assetmark, Inc. 0.01% Add +45.4% 32,037 $6.7M
Retirement Income Solutions, Inc. 1.14% Reduce -4.8% 31,963 $6.7M
Vanguard Group Inc. 0.00% Add +0.5% 31,708 $6.7M
American Institute for Advanced Investment Management, LLP 4.26% Reduce -1.7% 31,530 $6.6M
Loomis Sayles & Co. L P 0.01% No change 31,469 $6.6M
Auour Investments LLC 2.10% Reduce -3.3% 31,340 $6.6M
Quadrant Capital Group LLC 0.20% No change 31,293 $6.6M
Nottingham Advisors, Inc. 0.91% Reduce -25.8% 31,155 $6.6M
Smartleaf Asset Management LLC 0.25% Add +57.9% 30,524 $6.5M
Cullen Capital Management, LLC 0.07% Add +1791.2% 30,562 $6.4M
Linscomb Wealth, Inc. 0.27% Reduce -2.2% 30,378 $6.4M
Meritage Portfolio Management 0.42% Reduce -39.4% 30,371 $6.4M
American State Bank (Iowa) 3.05% Add +7.2% 30,197 $6.4M
Pointe Capital Management LLC 3.14% Add +6.9% 30,093 $6.3M
Red Tortoise LLC 2.71% Add +0.4% 30,036 $6.3M
Global Retirement Partners, LLC 0.11% Add +21.1% 29,976 $6.3M
Gladstone Institutional Advisory LLC 0.24% Reduce -1.2% 29,724 $6.3M
Hardy Reed LLC 0.45% No change 29,678 $6.2M
Disciplined Investments, LLC 2.40% Add +0.3% 29,628 $6.2M
Harbour Capital Advisors, LLC 1.27% Reduce -0.2% 29,362 $6.2M
Crescent Grove Advisors, LLC 0.59% Reduce -1.6% 29,577 $6.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 29,526 $6.2M
Tudor Investment Corporation 0.04% New 29,401 $6.2M
Composition Wealth, LLC 0.09% Add +0.4% 29,157 $6.1M
Towerpoint Wealth, LLC 2.42% Add +1.3% 29,020 $6.1M
Brown Brothers Harriman & Co. 0.03% Add +2.8% 28,953 $6.1M
Ballentine Partners, LLC 0.08% Reduce -1.4% 28,746 $6.0M
ARK & TLK Investments, LLC 1.66% No change 28,681 $6.0M
Rothschild Investment LLC 0.33% Add +3.4% 28,647 $6.0M
Whittier Trust Co. of Nevada Inc. 0.13% Reduce -1.1% 27,823 $6.0M
Brand Asset Management Group, Inc. 1.68% Reduce -0.4% 28,583 $6.0M
Brightwater Advisory LLC 4.01% No change 28,246 $5.9M
Forte Asset Management LLC 2.66% Add +4.0% 27,855 $5.9M
Ullmann Wealth Partners Group, LLC 0.61% Reduce -0.2% 28,573 $5.8M
Piedmont Capital Management, LLC 3.80% — 27,500 $5.8M
SOL Capital Management CO 0.52% Add +3.8% 27,399 $5.8M
D.A. Davidson & Co. 0.04% Add +39.7% 27,314 $5.7M
Aureus Asset Management, LLC 0.36% No change 27,245 $5.7M
Prime Capital Investment Advisors, LLC 0.07% Add +1.0% 26,694 $5.6M
Berkshire Asset Management LLC 0.24% Add +58.7% 26,447 $5.6M
IHT Wealth Management, LLC 0.14% Reduce -0.8% 26,396 $5.6M
Ferguson Wellman Capital Management, Inc. 0.09% Add +20.6% 26,389 $5.6M
Potentia Wealth 2.03% Reduce -2.4% 26,364 $5.5M
Valmark Advisers, Inc. 0.07% Add +3.1% 26,099 $5.5M
Aprio Wealth Management, LLC 0.31% Add +53.6% 26,016 $5.5M
Community Bank, N.A. 0.64% Reduce -4.5% 25,869 $5.4M
Next Capital Management LLC 1.73% Add +7.5% 25,679 $5.4M
Hanson & Doremus Investment Management 0.65% Add +0.1% 25,673 $5.4M
KLCM Advisors, Inc. 0.46% New 25,436 $5.4M
SG Americas Securities, LLC 0.01% Add +294.5% 25,370 $5.3M
Great Valley Advisor Group, Inc. 0.10% Add +0.3% 25,202 $5.3M
Paladin Advisory Group, LLC 3.84% Reduce -0.3% 24,995 $5.3M
Buffalo Business & Estate Services Ltd. 0.75% — 24,953 $5.2M
Sequoia Financial Advisors, LLC 0.03% Reduce -1.6% 24,883 $5.2M
JMG Financial Group, Ltd. 0.15% Reduce -2.1% 24,833 $5.2M
Alta Wealth Advisors LLC 1.73% Reduce -2.4% 24,664 $5.2M
Diversified Portfolios, Inc. 0.43% Reduce -0.5% 24,583 $5.2M
Signet Financial Management, LLC 0.58% Reduce -4.6% 24,540 $5.2M
New England Private Wealth Advisors LLC 0.64% Add +0.4% 24,451 $5.1M
Old National Bancorp 0.09% Reduce -7.6% 24,394 $5.1M
Clarius Group, LLC 0.29% Add +6.6% 24,276 $5.1M
Hillcrest Wealth Advisors - NY, LLC 2.19% Reduce -4.3% 24,238 $5.1M
Caprock Group, LLC 0.11% Add +28.3% 24,190 $5.1M
Beacon Investment Advisory Services, Inc. 0.21% Add +1036.3% 24,181 $5.1M
Dorsey & Whitney Trust CO LLC 0.27% Add +1.0% 24,165 $5.1M
Seven Mile Advisory 0.88% Reduce -20.4% 24,056 $5.1M
Castleark Management LLC 0.15% New 24,040 $5.1M
Rhumbline Advisers 0.00% Reduce -17.3% 23,820 $5.0M
Broadview Financial Management, LLC 3.31% Reduce -0.4% 23,500 $4.9M
Cornerstone Advisory, LLC 0.47% Add +0.3% 23,496 $4.9M
Mill Creek Capital Advisors, LLC 0.10% Reduce -16.3% 23,465 $4.9M
TPG Financial Advisors, LLC 1.64% Add +1.9% 23,333 $4.9M
Tanglewood Legacy Advisors, LLC 1.84% Reduce -3.6% 23,320 $4.9M
UMB Bank, n.a. 0.06% Add +1.9% 23,186 $4.9M
Provenance Wealth Advisors, LLC 0.54% Reduce -4.3% 23,077 $4.9M
Clearbridge Investments, LLC 0.00% Add +1712.9% 23,060 $4.9M
Stock Yards Bank & Trust Co. 0.15% Add +0.3% 22,910 $4.8M
Tolleson Wealth Management, Inc. 0.69% Reduce -1.8% 22,851 $4.8M
Winthrop Advisory Group LLC 0.41% Add +5.6% 22,775 $4.8M
M.D. Sass, LLC 0.38% New 22,751 $4.8M
Atlantic Union Bankshares Corp 0.09% Reduce -9.2% 22,743 $4.8M
Millennium Management 0.00% Add +863.7% 22,704 $4.8M
Spire Wealth Management 0.16% Add +5.3% 22,677 $4.8M
Capital World Investors 0.00% Add +216.2% 22,320 $4.7M
Monetary Management Group Inc. 1.09% Reduce -5.1% 22,482 $4.7M
Asset Management Group, Inc. 0.76% Add +0.5% 22,452 $4.7M
Riverview Capital Advisers, LLC 1.42% Reduce -4.0% 22,327 $4.7M
Heck Capital Advisors, LLC 0.35% Add +7.6% 22,199 $4.7M
W Advisors, LLC 2.35% Add +11.3% 22,199 $4.7M
Mutual Advisors, LLC 0.10% Add +0.1% 22,125 $4.7M
Susquehanna International Group, LLP 0.01% Reduce -9.5% 22,028 $4.6M
Vise Technologies, Inc. 0.09% Add +214.9% 21,947 $4.6M
Columbus Macro, LLC 0.50% Reduce -5.7% 21,881 $4.6M
Qube Research & Technologies Ltd 0.01% Add +1003.4% 21,616 $4.5M
Smith, Moore & Co. 0.34% Add +1.2% 21,500 $4.5M
DT Investment Partners, LLC 0.37% No change 21,180 $4.5M
FC Advisory LLC 1.28% Reduce -3.7% 21,120 $4.4M
Townsquare Capital LLC 0.99% Add +122.7% 21,059 $4.4M
Centennial Bank 1.76% Reduce -18.0% 21,043 $4.4M
Capital International Investors 0.00% Add +239.8% 20,859 $4.4M
Glenview Trust Co 0.07% Add +3.0% 20,967 $4.4M
Equitable Trust Co. 0.20% No change 20,933 $4.4M
Fiduciary Wealth Partners, LLC 1.80% No change 20,822 $4.4M
Steel Grove Capital Advisors, LLC 0.46% New 20,795 $4.4M
Premier Path Wealth Partners, LLC 0.56% Add +25.7% 20,682 $4.4M
Merit Financial Group, LLC 0.03% Add +20.3% 20,382 $4.3M
Stage Harbor Financial, LLC 2.87% Add +0.9% 20,249 $4.3M
Legal & General Group Plc 0.00% Reduce -22.1% 20,121 $4.3M
Perigon Wealth Management, LLC 0.08% Reduce -8.3% 20,195 $4.2M
Highland Capital Management, LLC 0.21% Reduce -6.0% 19,923 $4.2M
Holistic Financial Partners 1.52% Reduce -0.9% 19,922 $4.2M
1900 Wealth Management LLC 0.27% Reduce -0.1% 19,730 $4.2M
Acropolis Investment Management, LLC 0.19% No change 19,692 $4.1M
Harbor Investment Advisory, LLC 0.31% Add +0.7% 19,654 $4.1M
Serenus Wealth Advisors, LLC 0.80% No change 19,537 $4.1M
Summit Wealth Group LLC / Co. 0.54% New 19,534 $4.1M
Lanark Financial, Inc. 0.31% Add +6.9% 19,516 $4.1M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -24.9% 19,470 $4.1M
Stillwater Capital Advisors, LLC 0.44% Reduce -2.9% 19,373 $4.1M
2UniFi Bank 1.93% Reduce -0.6% 19,350 $4.1M
World Investment Advisors 0.07% Add +107.0% 19,282 $4.1M
Wellington Management Group LLP 0.00% New 19,268 $4.1M
Procyon Advisors, LLC 0.20% Add +21.6% 19,112 $4.0M
McKinley Carter Wealth Services, Inc. 0.22% Reduce -3.7% 18,980 $4.0M
Icon Wealth Advisors, LLC 0.27% Add +8.7% 18,952 $4.0M
Dixon Fnancial Services, Inc. 1.77% No change 18,930 $4.0M
Fiduciary Financial Group, LLC 0.56% Reduce -1.2% 18,917 $4.0M
Prosperity Consulting Group, LLC 0.18% Add +84.4% 18,836 $4.0M
Carret Asset Management, LLC 0.37% Reduce -0.2% 18,779 $3.9M
Wealthspan Partners, LLC 1.44% Reduce -3.1% 18,775 $3.9M
Tocqueville Asset Management L.P. 0.06% Add +387.6% 18,701 $3.9M
Golden State Wealth Management, LLC 0.42% Reduce -13.1% 18,688 $3.9M
Foundation Wealth Management, LLC\PA 1.43% Reduce -0.7% 18,685 $3.9M
Argyle Capital Partners, LLC 2.85% Reduce -3.9% 18,555 $3.9M
Sage Financial Group Inc. 0.26% Reduce -0.7% 18,534 $3.9M
Raffa Wealth Management, LLC 0.60% No change 18,395 $3.9M
St. Louis Trust Co 0.44% No change 18,368 $3.9M
Beam Wealth Advisors, Inc. 1.05% Add +2.3% 18,258 $3.8M
Busey Bank 0.10% Reduce -0.5% 18,213 $3.8M
One Capital Management, LLC 0.11% Add +6.3% 17,981 $3.8M
Aaron Wealth Advisors LLC 0.21% No change 17,929 $3.8M
TRUE Private Wealth Advisors 0.38% Reduce -1.7% 17,921 $3.8M
Essex Financial Services, Inc. 0.21% Reduce -0.2% 17,809 $3.7M
Goodman Financial Corp 0.71% No change 17,805 $3.7M
Pinebridge Investments LLC 0.03% — 17,794 $3.7M
Seizert Capital Partners, LLC 0.16% New 17,577 $3.7M
National Philanthropic Trust 0.04% Add +193.3% 17,376 $3.7M
Tobias Financial Advisors, Inc. 0.51% Reduce -1.4% 17,147 $3.6M
Resurgent Financial Advisors LLC 1.81% Reduce -6.0% 17,112 $3.6M
Caliber Wealth Management, LLC / KS 0.38% Add +4.0% 16,986 $3.6M
Flagstar Securities, Inc. 1.19% Reduce -20.1% 16,887 $3.6M
Apollon Wealth Management, LLC 0.06% Add +21.1% 16,645 $3.5M
GAMMA Investing LLC 0.17% Add +6.4% 16,553 $3.5M
Cambria Investment Management, L.P. 0.20% New 16,536 $3.5M
Grove Bank & Trust 0.39% Add +1.4% 16,421 $3.5M
Thompson Siegel & Walmsley LLC 0.06% No change 16,382 $3.4M
Affinity Capital Advisors, LLC 0.48% Reduce -1.2% 16,376 $3.4M
Avior Wealth Management, LLC 0.11% Reduce -0.9% 16,325 $3.4M
Opes Wealth Management LLC 0.58% Add +0.1% 16,324 $3.4M
Integrity Alliance, Llc. 0.13% Add +1517.9% 16,292 $3.4M
Cary Street Partners Financial LLC 0.08% Add +2.0% 16,271 $3.4M
Simplicity Wealth,LLC 0.20% Reduce -14.6% 15,990 $3.4M
Twin Focus Capital Partners, LLC 0.39% No change 15,943 $3.4M
Azimuth Capital Investment Management LLC 0.12% Reduce -3.0% 15,913 $3.3M
Ancora Advisors LLC 0.07% Add +1.2% 15,872 $3.3M
Verdence Capital Advisors LLC 0.20% Add +11.9% 15,856 $3.3M
Magnus Financial Group LLC 0.25% Reduce -8.9% 15,801 $3.3M
Game Plan Financial Advisors, LLC 1.45% Add +1.0% 15,780 $3.3M
Western Wealth Management, LLC 0.15% Add +1.0% 15,769 $3.3M
Axxcess Wealth Management, LLC 0.06% Add +18.7% 15,651 $3.3M
Topel & Distasi Wealth Management, LLC 1.60% Add +0.6% 15,609 $3.3M
Logan Capital Management Inc. 0.14% Add +285.4% 15,418 $3.2M
Colorado Capital Management, Inc. 1.21% Reduce -0.3% 15,355 $3.2M
Allen Investment Management, LLC 0.04% No change 15,188 $3.2M
New Age Alpha Advisors, LLC 0.14% Add +50.4% 15,178 $3.2M
Quadcap Wealth Management, LLC 0.37% Reduce -2.7% 15,178 $3.2M
Pathway Financial Advisors LLC 0.40% No change 14,660 $3.2M
Mainstream Capital Management LLC 2.07% Reduce -9.6% 15,000 $3.2M
BG Investment Services, LLC 2.80% Reduce -2.4% 14,952 $3.1M
Invested Advisors 3.25% Add +50.6% 14,934 $3.1M
NTV Asset Management LLC 0.33% Reduce -3.7% 14,911 $3.1M
WCG Wealth Advisors LLC 0.09% Add +18.9% 14,894 $3.1M
Destiny Wealth Partners, LLC 0.36% No change 14,293 $3.1M
AE Wealth Management LLC 0.02% Add +31.0% 14,837 $3.1M
Fisher Asset Management 0.00% Add +17.0% 14,717 $3.1M
Dana Investment Advisors, Inc. 0.09% Reduce -10.8% 14,640 $3.1M
Boston Trust Walden Corp 0.02% No change 14,638 $3.1M
Accredited Investors Inc. 0.16% Add +0.0% 14,490 $3.0M
Clientfirst Wealth Management, LLC 2.45% No change 14,479 $3.0M
Castle Wealth Management LLC 1.00% Reduce -1.0% 14,414 $3.0M
EPG Wealth Management LLC 0.82% Add +0.1% 14,412 $3.0M
Joel Isaacson & Co., LLC 0.10% Add +2.1% 14,402 $3.0M
Ironsides Asset Advisors, LLC 0.77% Reduce -0.5% 14,365 $3.0M
RFG Advisory, LLC 0.06% Reduce -38.2% 14,324 $3.0M
Saxon Interests, Inc. 1.06% Add +24.1% 14,308 $3.0M
SOA Wealth Advisors, LLC. 0.50% Reduce -3.7% 14,306 $3.0M
Autumn Glory Partners, LLC 1.05% No change 14,259 $3.0M
Evanson Asset Management, LLC 0.16% Reduce -0.7% 14,233 $3.0M
Pullen Investment Management, LLC 1.57% New 14,161 $3.0M
Evermay Wealth Management LLC 0.33% Reduce -0.7% 14,113 $3.0M
Arvest Investments, Inc. 0.42% Add +9.1% 14,104 $3.0M
Q3 Asset Management 0.68% Add +27.0% 14,071 $3.0M
Summit Trail Advisors, LLC 0.05% Reduce -5.2% 14,034 $3.0M
Flputnam Investment Management Co. 0.04% Reduce -2.0% 13,988 $2.9M
Gilliland Jeter Wealth Management LLC 0.89% Add +1.0% 13,982 $2.9M
Becker Capital Management Inc. 0.08% Reduce -7.4% 13,954 $2.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +107.1% 13,946 $2.9M
Sig Brokerage, LP 0.98% No change 13,889 $2.9M
Sapient Capital LLC 0.04% Add +38.0% 13,708 $2.9M
Courier Capital LLC 0.16% Reduce -0.5% 13,749 $2.9M
Ascent Wealth Partners, LLC 0.33% Reduce -3.1% 13,733 $2.9M
Schaper Benz & Wise Investment Counsel Inc. 0.21% Reduce -1.9% 13,705 $2.9M
Cornerstone Wealth Advisors, Inc. 0.67% Reduce -2.5% 13,669 $2.9M
Focus Financial Network, Inc. 0.10% Add +6.0% 13,651 $2.9M
Janney Capital Management LLC 0.18% Add +161.7% 13,609 $2.9M
Mosaic Family Wealth Partners, LLC 0.31% Add +0.0% 13,579 $2.9M
Deutsche Bank AG 0.00% Add +26.6% 13,553 $2.9M
Flow Traders U.S. LLC 0.09% New 13,471 $2.8M
STAR Financial Bank 1.45% Reduce -1.4% 13,465 $2.8M
Rinkey Investments 0.72% Reduce -8.4% 13,422 $2.8M
Cahaba Wealth Management, Inc. 0.20% Reduce -1.4% 13,407 $2.8M
Summa Corp. 1.21% No change 13,379 $2.8M
Flywheel Private Wealth LLC 1.76% Reduce -5.7% 13,375 $2.8M
Pure Financial Advisors, LLC 0.04% Reduce -3.8% 13,368 $2.8M
Dentgroup LLC 1.92% Add +5.0% 13,321 $2.8M
Argent Trust Co 0.10% Reduce -0.2% 13,228 $2.8M
Precedent Wealth Partners, LLC 0.58% Add +0.1% 13,149 $2.8M
Victory Capital Management Inc. 0.00% Reduce -11.6% 13,098 $2.8M
GTS Securities LLC 0.09% Reduce -42.6% 13,083 $2.8M
Strategic Wealth Advisors LLC 2.35% — 13,076 $2.8M
Donald Smith & Co., Inc. 0.05% Reduce -20.3% 13,000 $2.7M
Peapack Gladstone Financial Corp. 0.03% Add +7.7% 12,985 $2.7M
Chemung Canal Trust Co. 0.54% Add +46.9% 12,867 $2.7M
Kanawha Capital Management LLC 0.19% Reduce -2.5% 12,814 $2.7M
Central Valley Advisors, LLC 0.81% Reduce -0.8% 12,811 $2.7M
GFS Advisors, LLC 0.32% No change 12,792 $2.7M
SB Capital Management Inc 0.98% — 12,764 $2.7M
Allstreet Capital Advisors LLC 1.94% — 12,747 $2.7M
Quantum Portfolio Management LLC 1.18% Reduce -62.0% 12,742 $2.7M
Grant Street Asset Management, Inc. 0.54% Reduce -0.3% 12,711 $2.7M
Argos Wealth Advisors, LLC 0.72% — 12,711 $2.7M
Eagle Strategies LLC 0.34% Add +11.7% 12,616 $2.7M
Osborne Partners Capital Management, LLC 0.14% Add +6.0% 12,608 $2.7M
Secure Asset Management, LLC 0.41% Add +6.5% 12,525 $2.6M
Montis Financial, LLC 0.52% Reduce -7.8% 12,515 $2.6M
Allegheny Financial Group 0.39% Add +2.1% 12,462 $2.6M
Granite Harbor Advisors, Inc. 1.10% Add +1.1% 12,407 $2.6M
BigSur Wealth Management LLC 0.63% No change 12,395 $2.6M
Cyndeo Wealth Partners, LLC 0.14% Add +26.6% 12,375 $2.6M
Fortress Financial Group, LLC 1.91% Add +0.3% 12,310 $2.6M
Johnson Financial Group, LLC 0.16% New 12,276 $2.6M
Atlas Brown,Inc. 0.76% Add +0.1% 12,135 $2.6M
Nicolet Bankshares Inc. 0.41% Reduce -0.8% 12,122 $2.5M
Dynamic Financial Group 2.15% Reduce -4.5% 11,960 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Add +0.1% 11,804 $2.5M
Dynamic Advisor Solutions LLC 0.08% Reduce -12.8% 11,802 $2.5M
Private Trust Co. NA 0.22% Reduce -1.1% 11,735 $2.5M
Nolet Wealth Management, LLC 1.37% — 11,725 $2.5M
Mgo One Seven LLC 0.05% Reduce -13.4% 11,713 $2.5M
Zions Bancorporation, National Association 0.11% Reduce -0.5% 11,701 $2.5M
IFC Advisors LLC 0.36% Add +28.6% 11,581 $2.4M
IFP Advisors, Inc 0.05% Add +2.0% 11,558 $2.4M
Baron Financial Group, LLC 1.29% Reduce -1.3% 11,456 $2.4M
Oarsman Capital, Inc. 0.31% Reduce -3.3% 11,333 $2.4M
Forum Financial Management, LP 0.03% Reduce -0.9% 11,299 $2.4M
SilverOak Wealth Management LLC 0.37% Add +0.5% 11,295 $2.4M
Advocacy Wealth Management, LLC 0.10% No change 11,180 $2.4M
Fiduciary Family Office, LLC 0.67% Reduce -22.2% 11,137 $2.3M
Insigneo Advisory Services, LLC 0.17% Add +18.6% 11,129 $2.3M
Intrepid Financial Planning Group LLC 0.88% Reduce -1.4% 11,043 $2.3M
Wedbush Securities Inc. 0.07% Add +2.8% 11,032 $2.3M
GAMCO Investors 0.02% No change 11,000 $2.3M
Founders Financial Alliance, LLC 0.44% Reduce -6.5% 10,994 $2.3M
HMS Capital Management, LLC 0.96% Add +2.0% 10,992 $2.3M
CGN Advisors LLC 0.18% Reduce -0.8% 10,936 $2.3M
Wealth Dimensions Group, Ltd. 0.45% Reduce -0.7% 10,883 $2.3M
Asempa Wealth Advisors 1.97% — 10,881 $2.3M
Canandaigua National Bank & Trust Co. 0.20% Reduce -2.6% 10,822 $2.3M
Monograph Wealth Advisors, LLC 0.22% No change 10,618 $2.2M
Evercore Wealth Management, LLC 0.03% Reduce -7.8% 10,616 $2.2M
Spirepoint Private Client, LLC 0.21% Add +578.7% 10,595 $2.2M
Evoke Wealth, LLC 0.04% Add +20.9% 10,567 $2.2M
CJM Wealth Advisers, Ltd. 0.66% Reduce -0.5% 10,548 $2.2M
FAS Wealth Partners, Inc. 0.14% Add +0.1% 10,503 $2.2M
Clarion Wealth Managment Partners, LLC 2.04% Reduce -8.0% 10,496 $2.2M
ICONIQ Capital, LLC 0.03% No change 10,489 $2.2M
Index Technologies Group LLC 2.30% — 10,477 $2.2M
One Wealth Advisors, LLC 0.27% Add +66.8% 10,467 $2.2M
Manchester Capital Management LLC 0.30% Reduce -4.0% 10,455 $2.2M
Epoch Investment Partners, Inc. 0.01% New 10,432 $2.2M
Beacon Advisors Holdings, LLC 1.15% — 10,399 $2.2M
NovaPoint Capital, LLC 0.56% Add +439.1% 10,393 $2.2M
WestHill Financial Advisors, Inc. 0.41% Reduce -0.1% 10,256 $2.2M
Affiance Financial, LLC 0.35% No change 10,247 $2.2M
Florida Trust Wealth Management Co 0.06% No change 10,222 $2.2M
jvl associates llc 0.70% No change 10,211 $2.1M
Brookstone Capital Management 0.02% Reduce -3.4% 10,165 $2.1M
Regal Investment Advisors LLC 0.13% Add +47.5% 10,162 $2.1M
BBR Partners, LLC 0.11% No change 10,159 $2.1M
QRG Capital Management, Inc. 0.02% Add +166.6% 10,120 $2.1M
EverSource Wealth Advisors, LLC 0.08% Add +53.4% 10,097 $2.1M
Mattern Capital Management, LLC 0.25% No change 10,013 $2.1M
Two Sigma Investments, LP 0.00% New 10,005 $2.1M
Summit Financial Strategies, Inc. 0.17% Add +2.8% 9,975 $2.1M
Element Pointe Advisors, LLC 0.41% Reduce -1.0% 9,970 $2.1M
Fifth Third Securities, Inc. 0.14% Add +16.6% 9,965 $2.1M
Walled Lake Planning & Wealth Management, LLC 0.66% Reduce -0.9% 9,929 $2.1M
Avantax Planning Partners, Inc. 0.06% Reduce -0.2% 9,925 $2.1M
Bond & Devick Financial Network, Inc. 0.59% Reduce -3.5% 9,910 $2.1M
Northeast Investment Management 0.08% Add +11.3% 9,850 $2.1M
Park Place Capital Corp 0.43% Add +40.0% 9,836 $2.1M
InvesTrust 0.80% Add +1.2% 9,821 $2.1M
Lee Danner & Bass Inc. 0.15% Reduce -2.0% 9,799 $2.1M
Tactive Advisors, LLC 0.60% Reduce -14.3% 9,799 $2.1M
J2 Capital Management Inc 1.50% Reduce -28.0% 9,776 $2.1M
Insight Inv LLC 1.15% Reduce -0.0% 9,767 $2.1M
Glass Jacobson Investment Advisors llc 0.74% Add +0.0% 9,764 $2.1M
Foster Dykema Cabot & Partners, LLC 0.13% Reduce -17.9% 9,753 $2.1M
Advisory Resource Group 0.36% Reduce -4.4% 9,744 $2.0M
McGlone Suttner Wealth Management, Inc. 0.28% New 9,740 $2.0M
Indivisible Partners 0.22% — 9,711 $2.0M
Steph & Co. 0.58% Add +1.6% 9,623 $2.0M
Verus Financial Partners, Inc. 0.19% Reduce -14.3% 9,201 $2.0M
Sax Wealth Advisors, LLC 0.09% Add +0.5% 9,571 $2.0M
Quotient Wealth Partners, LLC 0.05% Reduce -0.2% 9,558 $2.0M
Vista Capital Partners, Inc. 0.20% Add +20.8% 9,479 $2.0M
Rf&l Wealth Management, LLC 1.11% Add +2.5% 9,409 $2.0M
Phillips Financial Management, LLC 0.13% Reduce -0.8% 9,335 $2.0M
Clearwave Capital, LLC 1.44% — 9,282 $2.0M
Geneos Wealth Management Inc. 0.05% Add +0.3% 9,264 $1.9M
True North Advisors, LLC 0.25% Add +3.5% 9,192 $1.9M
Stableford Capital II LLC 0.70% Add +51.9% 9,186 $1.9M
Titleist Asset Management, LLC 0.16% Add +96.4% 9,131 $1.9M
Anchyra Partners LLC 0.59% — 9,086 $1.9M
Benedict Financial Advisors Inc. 0.40% Add +0.4% 9,064 $1.9M
Kingswood Wealth Advisors, LLC 0.09% Add +187.3% 9,063 $1.9M
Maryland Capital Advisors Inc. 0.64% No change 8,964 $1.9M
Next Level Private LLC 0.49% Add +0.1% 8,960 $1.9M
Burling Wealth Partners, LLC 0.29% No change 8,833 $1.9M
Atalanta Sosnoff Capital, LLC 0.04% Reduce -2.2% 8,825 $1.9M
Centerpoint Advisory Group 1.42% Reduce -0.7% 8,778 $1.8M
Vigil Wealth Management, LLC 1.53% — 8,752 $1.8M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -0.8% 8,739 $1.8M
Mycio Wealth Partners, LLC 0.38% No change 8,715 $1.8M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -3.6% 8,631 $1.8M
Earned Wealth Advisors, LLC 0.13% Add +22.4% 8,624 $1.8M
American Trust 0.15% Reduce -14.2% 8,619 $1.8M
Prosperity Planning, Inc. 0.67% Reduce -3.6% 8,597 $1.8M
Keystone Wealth Services, LLC 0.38% Add +3.7% 8,573 $1.8M
Indiana Trust & Investment Management Co 0.53% Reduce -0.2% 8,559 $1.8M
Ameritas Advisory Services, LLC 0.07% Reduce -74.7% 8,543 $1.8M
Argent Capital Management LLC 0.05% New 8,485 $1.8M
Calamos Wealth Management LLC 0.06% Add +1.6% 8,476 $1.8M
Breachway Investments LLC 1.88% — 8,474 $1.8M
Gryphon Financial Partners LLC 0.19% Add +1.0% 8,466 $1.8M
Luts & Greenleigh Group, Inc. 1.50% Add +0.4% 8,422 $1.8M
McAdam, LLC 0.08% Add +2.7% 8,421 $1.8M
GenWealth Group, Inc. 0.30% Reduce -2.7% 8,168 $1.8M
AlphaCentric Advisors LLC 1.76% — 8,407 $1.8M
Mount Lucas Management LP 0.78% New 8,407 $1.8M
Intrust Bank NA 0.15% No change 8,399 $1.8M
Nations Financial Group Inc, /Ia/ 0.09% Add +1.4% 8,381 $1.8M
Myecfo, LLC 0.74% Reduce -1.9% 8,315 $1.7M
RKL Wealth Management LLC 0.14% No change 8,270 $1.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 7,920 $1.7M
Hansen & Associates Financial Group, Inc. 0.95% Reduce -2.1% 7,718 $1.7M
Turtle Creek Wealth Advisors, LLC 0.14% Add +34.7% 8,195 $1.7M
Eldridge Investment Advisors, Inc. 0.38% No change 8,179 $1.7M
Moran Wealth Management, LLC 0.05% Reduce -87.5% 8,163 $1.7M
Barrett & Company, Inc. 0.57% Reduce -0.5% 8,065 $1.7M
Fiduciary Trust Co 0.02% Reduce -1.8% 8,052 $1.7M
Alamar Capital Management, LLC 0.93% Reduce -0.9% 8,029 $1.7M
Clifford Group, LLC 1.30% Reduce -0.3% 8,011 $1.7M
Sound View Wealth Advisors Group, LLC 0.11% Reduce -0.9% 7,993 $1.7M
David Kennon Inc 0.60% Add +4.4% 7,984 $1.7M
Hamlin Capital Management, LLC 0.04% New 7,975 $1.7M
Bannerman Wealth Management Group, LLC 1.19% Reduce -0.3% 7,972 $1.7M
Lantz Financial LLC 0.35% New 7,959 $1.7M
First Manhattan Co. Llc. 0.00% Add +0.9% 7,954 $1.7M
Lord, Abbett & Co. LLC 0.01% New 7,919 $1.7M
Anchor Investment Management, LLC 0.14% Add +2.0% 7,901 $1.7M
Cooke Wealth Management, LLC 1.44% — 7,569 $1.7M
Litman Gregory Wealth Management LLC 0.12% Add +8.1% 7,853 $1.7M
Great Waters Wealth Management 0.18% Reduce -1.1% 7,850 $1.7M
ORG Partners LLC 0.29% Add +45.4% 7,835 $1.6M
Nabity-Jensen Investment Management Inc 1.11% No change 7,818 $1.6M
Baron Silver Stevens Financial Advisors, LLC 0.24% No change 7,810 $1.6M
Jordan Park Group LLC 0.10% No change 7,799 $1.6M
Beacon Financial Group 0.16% No change 7,798 $1.6M
Bensler, LLC 0.16% Add +0.0% 7,779 $1.6M
Oak Barrel Wealth Advisory LLC 0.97% — 7,752 $1.6M
Strategic Blueprint, LLC 0.10% Reduce -9.7% 7,719 $1.6M
Diversify Wealth Management, LLC 0.08% Add +11.8% 7,455 $1.6M
Cooper Financial Group 0.17% Reduce -0.9% 7,702 $1.6M
Mma Asset Management LLC 0.57% No change 7,665 $1.6M
Key Financial Inc 0.29% Reduce -0.7% 7,662 $1.6M
Laird Norton Wetherby Trust Company, LLC 0.03% New 7,613 $1.6M
Asset Dedication, LLC 0.11% Add +0.1% 7,612 $1.6M
IFG Advisory, LLC 0.07% Reduce -6.0% 7,611 $1.6M
Paragon Financial Partners, Inc. 0.98% Reduce -1.6% 7,609 $1.6M
First Western Trust Bank 0.08% Reduce -0.0% 7,596 $1.6M
Providence First Trust Co 0.55% Add +479.6% 7,575 $1.6M
Intrua Financial, LLC 0.17% Add +25.4% 7,562 $1.6M
Cambridge Financial Group, LLC 0.55% Reduce -4.8% 8,168 $1.6M
Two Sigma Securities, LLC 0.22% Reduce -9.4% 7,528 $1.6M
Mayport, LLC 0.32% No change 7,500 $1.6M
Edgestream Partners, L.P. 0.04% New 7,498 $1.6M
Capital Asset Advisory Services LLC 0.06% Add +1.8% 7,238 $1.6M
Cardiff Park Advisors, LLC 0.13% Add +0.6% 7,433 $1.6M
Maxele Advisors, LLC 1.27% Reduce -0.7% 7,429 $1.6M
Enclave Advisors LLC 0.22% Reduce -2.6% 7,427 $1.6M
Bruce G. Allen Investments, LLC 1.05% Add +1.3% 7,371 $1.6M
Personal Cfo Solutions, LLC 0.24% New 7,317 $1.5M
Pinnacle Associates Ltd. 0.02% Reduce -0.5% 7,315 $1.5M
Perennial Investment Advisors, LLC 0.12% Add +10.4% 7,316 $1.5M
Sage Mountain Advisors LLC 0.08% No change 7,295 $1.5M
Cambridge Capital Management, LLC 0.69% Add +0.1% 7,293 $1.5M
Freestone Capital Holdings, LLC 0.05% Reduce -10.5% 7,270 $1.5M
Legacy Advisors, LLC 0.16% Reduce -8.9% 7,257 $1.5M
SouthState Bank Corp 0.07% Reduce -30.3% 7,211 $1.5M
Tannin Capital LLC 1.35% — 7,198 $1.5M
Welch & Forbes LLC 0.02% No change 7,145 $1.5M
Greenleaf Trust 0.01% No change 7,113 $1.5M
Opus Capital Group, LLC 0.16% Reduce -0.2% 7,092 $1.5M
DAVENPORT & Co LLC 0.01% Add +37.5% 7,076 $1.5M
Twin Peaks Wealth Advisors, LLC 0.43% Reduce -24.4% 6,592 $1.5M
B. Riley Wealth Advisors, Inc. 0.07% Add +0.3% 6,984 $1.5M
Natixis 0.01% Add +10.7% 6,973 $1.5M
Global Wealth Management, LLC 0.79% No change 6,964 $1.5M
Greenspring Advisors, LLC 0.09% Add +240.3% 6,942 $1.5M
Angeles Wealth Management, LLC 0.08% Add +5.6% 6,932 $1.5M
Almanack Investment Partners, LLC. 0.25% No change 6,918 $1.5M
Wick Capital Partners, LLC 0.26% Reduce -6.1% 6,906 $1.5M
West Michigan Advisors, LLC 0.33% Add +0.0% 6,906 $1.5M
Colonial Trust Co / SC 0.19% Reduce -0.7% 6,895 $1.5M
Larson Financial Group LLC 0.05% Reduce -2.0% 6,866 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.08% Add +182.1% 6,830 $1.4M
Market Street Wealth Management Advisors LLC 0.22% Reduce -2.4% 6,824 $1.4M
Aureum Wealth Management, LLC 1.33% — 6,817 $1.4M
BHK Investment Advisors, LLC 0.47% Add +7.1% 6,803 $1.4M
Global Strategic Investment Solutions, LLC 0.14% Add +0.1% 6,795 $1.4M
First National Trust Co 0.05% Add +24.9% 6,778 $1.4M
American Financial Advisors, LLC 0.18% Reduce -3.1% 6,776 $1.4M
Garde Capital, Inc. 0.08% No change 6,771 $1.4M
First Hawaiian Bank 0.19% No change 6,771 $1.4M
Ethos Financial Group, LLC 0.10% Reduce -5.9% 6,736 $1.4M
LWM Advisory Services, LLC 0.83% Add +15.0% 6,717 $1.4M
Frederick Financial Consultants, LLC 0.77% Add +0.0% 6,716 $1.4M
Horizon Wealth Management, LLC 0.22% Reduce -10.5% 6,671 $1.4M
Guardian Wealth Advisors, LLC / NC 0.09% Reduce -8.5% 6,666 $1.4M
Northstar Group, Inc. 0.20% Add +3.8% 6,629 $1.4M
Bradley Foster & Sargent Inc. 0.02% Reduce -7.5% 6,627 $1.4M
Krilogy Financial LLC 0.05% Reduce -1.3% 6,347 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +5.9% 6,603 $1.4M
Exencial Wealth Advisors, LLC 0.04% Add +5.0% 6,579 $1.4M
High Probability Advisors, LLC 0.18% No change 6,564 $1.4M
Wealth Alliance, LLC 0.13% Reduce -10.0% 6,542 $1.4M
Dakota Wealth Management 0.02% Add +35.5% 6,511 $1.4M
International Assets Investment Management, LLC 0.09% Reduce -1.5% 6,501 $1.4M
VeraBank, N.A. 0.25% No change 6,485 $1.4M
Canvas Wealth Advisors, LLC 0.23% Add +13.6% 6,480 $1.4M
Advisors Capital Management, LLC 0.02% Add +15.7% 6,474 $1.4M
Verum Partners LLC 0.27% Reduce -3.7% 6,469 $1.4M
Bailard, Inc. 0.03% No change 6,468 $1.4M
Whitegate Investment Counselors, Inc. 0.42% Reduce -1.5% 6,380 $1.3M
Cascade Wealth Advisors, Inc 0.62% No change 6,117 $1.3M
Elevation Point Wealth Partners, LLC 0.06% Reduce -23.1% 6,365 $1.3M
Capital Investment Advisors, LLC 0.02% Add +4.7% 6,355 $1.3M
Hourglass Capital, LLC 0.29% Add +493.0% 6,339 $1.3M
AlphaCore Capital LLC 0.03% Add +0.6% 6,324 $1.3M
Wetzel Investment Advisors, Inc. 0.54% Reduce -0.8% 6,322 $1.3M
United Advisor Group, LLC 0.17% New 6,307 $1.3M
Matrix Asset Advisors Inc. 0.12% Add +0.5% 6,305 $1.3M
Main Street Financial Solutions, LLC 0.10% Reduce -0.2% 6,265 $1.3M
Harbour Investments, Inc. 0.03% Add +8.5% 6,252 $1.3M
Amplius Wealth Advisors, LLC 0.11% Add +4.4% 6,250 $1.3M
CreativeOne Wealth, LLC 0.03% Add +20.9% 6,208 $1.3M
Certified Advisory Corp 0.12% Reduce -1.6% 6,207 $1.3M
Elequin Capital, LP 0.20% Add +63.0% 6,204 $1.3M
MLG Wealth Management DBA Pine Grove Financial Group 0.16% — 6,175 $1.3M
Nicolet Advisory Services, LLC 0.09% Reduce -16.9% 5,961 $1.3M
Apollon Financial, LLC 0.19% Add +3.8% 6,170 $1.3M
Texas Bank & Trust Co 0.47% No change 6,168 $1.3M
LRI Investments, LLC 0.10% Add +80.0% 6,167 $1.3M
Crusonia Wealth Advisors LLC 0.29% — 6,162 $1.3M
Belpointe Asset Management LLC 0.05% Add +18.1% 6,145 $1.3M
Connecticut Wealth Management, LLC 0.06% Add +0.1% 6,121 $1.3M
Miller Howard Investments Inc. 0.04% New 6,101 $1.3M
Curi Capital, LLC 0.02% Add +50.0% 6,095 $1.3M
Seneca Financial Advisors LLC 0.39% Reduce -8.8% 6,057 $1.3M
Investment Advisory Group, LLC 0.33% Add +9.6% 6,049 $1.3M
Coastline Trust Co 0.12% Reduce -6.2% 6,039 $1.3M
Warwick Investment Management, Inc. 0.20% Reduce -6.8% 6,036 $1.3M
TFO Wealth Partners, LLC 0.19% Add +0.5% 6,028 $1.3M
Tranquility Partners, LLC 0.46% Reduce -1.4% 6,014 $1.3M
Evergreen Capital Management LLC 0.03% Add +18.1% 6,005 $1.3M
Trust Co of the South 0.20% No change 6,000 $1.3M
SkyView Investment Advisors, LLC 0.16% No change 5,975 $1.3M
Sigma Investment Counselors Inc. 0.06% Add +0.4% 5,957 $1.3M
Columbia Bank 0.35% Add +24.2% 5,954 $1.3M
Thrive Wealth Management, LLC 0.18% Reduce -0.1% 5,951 $1.3M
Meridian Wealth Management, LLC 0.04% Add +14.3% 5,940 $1.2M
Walsh & Associates, LLC 1.22% — 5,898 $1.2M
Russell Investments Group, Ltd. 0.00% Add +185.0% 5,885 $1.2M
Mascoma Wealth Management LLC 0.27% No change 5,880 $1.2M
WealthShield Partners, LLC 0.14% Add +24.1% 5,878 $1.2M
Capital Advantage, Inc. 0.17% Add +0.9% 5,850 $1.2M
Fairvoy Private Wealth, LLC 0.28% No change 5,844 $1.2M
Encompass Wealth Advisors, LLC 0.42% Add +0.0% 5,821 $1.2M
Choate Investment Advisors 0.02% Reduce -2.4% 5,786 $1.2M
Fort Point Capital Partners LLC 0.15% Reduce -5.2% 5,547 $1.2M
KMG Fiduciary Partners, LLC 0.09% Reduce -6.0% 5,779 $1.2M
Brown Miller Wealth Management, LLC 0.34% New 5,769 $1.2M
Proficio Capital Partners LLC 0.09% New 5,761 $1.2M
Thomasville National Bank 0.08% Reduce -5.5% 5,761 $1.2M
Jacobi Capital Management LLC 0.07% Add +0.0% 5,723 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.14% Reduce -8.5% 5,699 $1.2M
Middleton & Co. Inc. 0.13% No change 5,696 $1.2M
Sendero Wealth Management, LLC 0.13% No change 5,693 $1.2M
Stonebridge Financial Group, LLC / MO 1.03% — 5,678 $1.2M
Foundations Investment Advisors, LLC 0.02% Add +2.1% 5,674 $1.2M
Fragasso Financial Advisors Inc 0.07% No change 5,645 $1.2M
Live Oak Private Wealth LLC 0.16% Reduce -0.6% 5,631 $1.2M
Moneco Advisors, LLC 0.09% Add +2.6% 5,544 $1.2M
Alteri Wealth LLC 0.38% Add +2.1% 5,539 $1.2M
Wesbanco Bank Inc. 0.03% Reduce -8.9% 5,538 $1.2M
PFG Investments, LLC 0.05% Reduce -0.1% 5,538 $1.2M
Parisi Gray Wealth Management 0.26% Reduce -0.5% 5,506 $1.2M
Invesco Ltd. 0.00% New 5,505 $1.2M
TCI Wealth Advisors, Inc. 0.06% Reduce -24.5% 5,498 $1.2M
Cornerstone Wealth Management, LLC 0.06% Add +0.0% 5,486 $1.2M
Bci Securities, Inc. 9.94% — 5,471 $1.2M
F/m Investments LLC 0.04% Add +2.2% 5,459 $1.1M
Roehl & Yi Investment Advisors, LLC 0.46% Add +20.5% 5,457 $1.1M
Adirondack Trust Co. 0.38% Add +11.3% 5,437 $1.1M
Blueline Advisors LLC 0.93% — 5,402 $1.1M
Vawter Financial, Ltd. 0.48% Add +0.0% 5,399 $1.1M
Staley Capital Advisers Inc. 0.05% No change 5,358 $1.1M
Core Wealth Advisors, Inc. 0.29% Reduce -0.8% 5,339 $1.1M
Stonebridge Financial Planning Group, LLC 0.40% Add +0.1% 5,321 $1.1M
Vance Wealth, LLC 0.33% Reduce -5.0% 5,317 $1.1M
Chesley Taft & Associates LLC 0.04% Reduce -2.1% 5,316 $1.1M
Fortitude Family Office, LLC 0.26% No change 5,300 $1.1M
CRA Financial Services, LLC 0.15% Add +2.7% 5,300 $1.1M
Farmers & Merchants Investments Inc. 0.03% Reduce -4.5% 5,293 $1.1M
Clark Capital Management Group, Inc. 0.01% Reduce -3.1% 5,288 $1.1M
YANKCOM Partnership 0.47% Add +0.2% 5,258 $1.1M
CENTRAL TRUST Co 0.02% Add +0.5% 5,247 $1.1M
Norris Perne & French LLP 0.07% No change 5,229 $1.1M
Investmark Advisory Group LLC 0.47% Add +1.2% 5,219 $1.1M
JP Wealth Management, Inc. 0.78% No change 5,216 $1.1M
Bedel Financial Consulting, Inc. 0.12% Add +9.4% 5,196 $1.1M
City Holding Co. 0.13% Reduce -6.0% 5,195 $1.1M
HUB Investment Partners, LLC 0.03% Add +0.2% 5,189 $1.1M
Anderson Hoagland & Co. 0.09% No change 5,183 $1.1M
Sharkey, Howes & Javer 0.14% Add +0.2% 5,183 $1.1M
Coldstream Capital Management Inc. 0.01% Add +3.7% 5,177 $1.1M
First Foundation Advisors 0.04% Reduce -5.5% 5,177 $1.1M
Legacy Trust 0.20% Add +10.2% 5,173 $1.1M
Ellevest, Inc. 0.15% No change 5,169 $1.1M
HighPoint Advisor Group LLC 0.02% New 5,160 $1.1M
BlueChip Wealth Advisors LLC 0.46% Reduce -1.1% 5,148 $1.1M
BSW Wealth Partners 0.13% No change 5,148 $1.1M
Kornitzer Capital Management Inc. 0.02% Reduce -27.4% 5,140 $1.1M
Bonfire Financial 0.81% Add +0.5% 5,136 $1.1M
Rodgers & Associates, LTD 0.11% Add +25.1% 5,064 $1.1M
S&co Inc. 0.07% No change 5,050 $1.1M
Fiducient Advisors LLC 0.13% Reduce -29.3% 5,043 $1.1M
Uptick Partners, LLC 0.23% Reduce -1.1% 5,042 $1.1M
Tassel Capital Management, Inc. 0.64% Add +0.5% 5,036 $1.1M
Bridgewater Advisors Inc. 0.07% Add +3.3% 4,832 $1.1M
Beaumont Financial Advisors, LLC 0.07% Add +0.1% 4,971 $1.0M
Hoese & Co LLP 0.74% No change 4,963 $1.0M
Sigma Planning Corp 0.03% Add +22.2% 4,903 $1.0M
Symmetry Partners, LLC 0.06% Reduce -1.0% 4,903 $1.0M
Elevate Wealth Advisory, Inc. 0.70% Add +0.1% 4,866 $1.0M
New Republic Capital, LLC 0.27% Add +112.4% 4,861 $1.0M
Nvest Financial, LLC 0.42% Add +205.9% 4,840 $1.0M
Wise Wealth Partners 1.45% Add +4.6% 4,819 $1.0M
J. Safra Sarasin Holding AG 0.02% No change 4,764 $1.0M
Tsfg, LLC 0.15% Reduce -11.3% 4,799 $1.0M
Plante Moran Financial Advisors, LLC 0.06% Add +2.7% 4,796 $1.0M
Walkner Condon Financial Advisors LLC 0.14% Add +4.7% 4,769 $1.0M
Annex Advisory Services, LLC 0.02% Add +3.5% 4,760 $1.0M
Patten Group, Inc. 0.18% Reduce -2.2% 4,754 $1000K
Independent Financial Group, LLC 0.02% Add +7.1% 4,739 $997K
Burke & Herbert Bank & Trust Co. 0.27% Reduce -54.8% 4,727 $994K
Bogart Wealth, LLC 0.04% Add +0.5% 4,724 $994K
Aegis Wealth Management LLC 0.56% Reduce -37.1% 4,699 $988K
Hazlett, Burt & Watson, Inc. 0.31% Add +91.3% 4,684 $985K
Root Financial Partners, LLC 0.05% Add +27.2% 4,675 $983K
Higgins & Schmidt Wealth Strategies LLC 0.46% Reduce -0.4% 4,666 $981K
Woodside Wealth Management LLC 0.73% No change 4,665 $981K
Robertson Stephens Wealth Management, LLC 0.03% Add +15.6% 4,636 $975K
MBL Wealth, LLC 0.08% Add +152.7% 4,634 $975K
ES4, LLC 0.67% — 4,622 $972K
First Bank & Trust 0.16% Add +0.6% 4,609 $969K
Daybright Advisory Services, Inc. 0.26% — 4,604 $968K
Robinson Value Management, Ltd. 0.52% Add +9.4% 4,587 $965K
German American Bancorp, Inc. 0.08% Reduce -20.9% 4,556 $958K
MOR Wealth Management, LLC 0.44% — 4,550 $957K
Accurate Wealth Management, LLC 0.12% No change 4,387 $955K
Guidance Point Advisors, LLC 0.23% Reduce -0.0% 4,527 $954K
Aspen Grove Capital, LLC 0.16% Add +11.3% 4,516 $950K
Journey Strategic Wealth LLC 0.02% Reduce -20.3% 4,508 $948K
Elmwood Wealth Management, Inc. 0.30% New 4,507 $948K
Occidental Asset Management, LLC 0.11% Add +11.5% 4,504 $947K
BlueCrest Capital Management Ltd 0.04% New 4,500 $947K
HRT Financial LP 0.00% Reduce -84.1% 4,462 $938K
Regent Peak Wealth Advisors LLC 0.18% No change 4,421 $930K
Opal Wealth Advisors, LLC 0.24% New 4,417 $929K
Lakewood Asset Management LLC 0.54% Reduce -6.0% 4,408 $927K
American National Bank & Trust 0.09% Reduce -0.9% 4,403 $926K
Golden Road Advisors LLC 0.53% Add +5.5% 4,397 $925K
Regimen Wealth, LLC 0.27% No change 4,393 $924K
Washington Trust Bank 0.06% Add +99.3% 4,392 $924K
Smead Capital Management, Inc. 0.02% Reduce -20.2% 4,392 $924K
PKS Advisory Services, LLC 0.21% Reduce -1.4% 4,388 $923K
Mezzasalma Advisors, LLC 0.22% No change 4,333 $919K
Hoge Financial Services, LLC 0.49% Add +0.5% 4,351 $915K
Veracity Capital LLC 0.27% Add +0.1% 4,339 $913K
Matthew Goff Investment Advisor, LLC 0.16% Reduce -1.2% 4,336 $912K
Embree Financial Group 0.11% Reduce -10.7% 4,331 $911K
MassMutual Private Wealth & Trust, FSB 0.02% No change 4,319 $908K
RiverFront Investment Group, LLC 0.01% Reduce -0.7% 4,315 $908K
Magnolia Private Wealth, LLC 0.63% No change 4,302 $905K
Legacy Capital Wealth Partners, LLC 0.19% Reduce -22.5% 4,288 $902K
Flagship Harbor Advisors, LLC 0.04% Reduce -2.3% 4,269 $898K
Zhang Financial LLC 0.03% Add +4.0% 4,243 $892K
1834 Investment Advisors Co. 0.11% Reduce -6.8% 4,240 $892K
Invenio Wealth Partners LLC 0.33% No change 4,240 $892K
Barnett & Company, Inc. 0.72% Reduce -0.1% 4,236 $891K
LongView Wealth Management 0.21% Add +0.0% 4,085 $889K
Paragon Capital Management Ltd 0.18% Add +0.1% 4,204 $884K
Wedmont Private Capital 0.03% Add +0.1% 4,124 $884K
Sovran Advisors, LLC 0.08% No change 4,033 $884K
Snider Financial Group 0.23% Reduce -25.0% 4,171 $877K
Lutz Financial Services LLC 0.06% Reduce -0.7% 4,171 $877K
Partners in Financial Planning 0.15% Add +0.2% 4,160 $875K
Renasant Bank 0.59% Reduce -9.7% 4,145 $872K
Evergreen Advisors, LLC 0.21% — 4,128 $868K
AdvisorNet Financial, Inc 0.05% Reduce -3.0% 4,108 $864K
Woodmont Investment Counsel LLC 0.05% No change 4,087 $860K
Eight 31 Financial, LLC 0.47% Add +0.3% 4,077 $858K
American Investment Services, Inc. 0.20% No change 4,076 $857K
Resonant Capital Advisors, LLC 0.05% Reduce -10.9% 4,064 $855K
Crestwood Advisors Group, LLC 0.01% No change 4,052 $852K
Kelman-Lazarov, Inc. 0.12% Add +0.0% 4,050 $852K
GC Wealth Management RIA, LLC 0.03% Reduce -2.4% 4,036 $849K
Rice Partnership, LLC 0.11% Add +21.0% 4,028 $847K
Magnolia Capital Advisors LLC 0.18% Add +8.5% 4,017 $845K
Balboa Wealth Partners 0.14% Reduce -0.6% 4,013 $844K
Alpha Financial Advisors, LLC 0.26% No change 4,003 $842K
Bantamac Capital, LLC 0.59% No change 4,000 $841K
MRWM Advisors, LLC 0.45% No change 3,979 $837K
Brown Financial Advisory 0.42% Reduce -21.9% 3,970 $835K
Sbe LLC Dba Cedar Cove Wealth Partners 0.44% — 3,967 $834K
DiNuzzo Private Wealth, Inc. 0.09% No change 3,958 $833K
CVA Family Office, LLC 0.10% No change 3,948 $830K
ABLE Financial Group, LLC 0.17% Reduce -3.0% 3,944 $830K
Curran Financial Partners, LLC 0.16% Add +0.7% 3,928 $826K
Xcelsior Advisor Partners LLC 0.40% — 3,906 $822K
TMB Capital Partners, LLC 0.28% — 3,895 $819K
First United Bank & Trust 0.26% No change 3,867 $813K
Continuum Advisory, LLC 0.08% Reduce -2.5% 3,857 $811K
William Howard & Co Financial Advisors Inc 0.68% Add +0.5% 3,851 $810K
Bison Wealth, LLC 0.09% Add +2.6% 3,830 $809K
Cadence Bank 0.05% Reduce -12.0% 3,848 $809K
SeaCrest Wealth Management, LLC 0.08% Add +0.1% 3,771 $808K
Odyssey Capital Advisors, Inc. 0.72% — 3,839 $807K
Trust Point Inc. 0.06% No change 3,835 $807K
Lowery Thomas, LLC 0.45% Add +0.5% 3,824 $804K
Michels Family Financial, LLC 0.59% Add +0.1% 3,815 $802K
Capital Group Private Client Services, Inc. 0.01% Reduce -20.2% 3,814 $802K
Mars Jewett Financial Group, Inc. 0.24% — 3,565 $801K
Charter Oak Capital Management, LLC 0.06% No change 3,808 $801K
Roxbury Financial LLC 0.72% Reduce -1.1% 3,804 $800K
Sunpointe, LLC 0.27% No change 3,802 $800K
Advisor OS, LLC 0.06% Reduce -97.9% 3,802 $800K
Emprise Bank 0.33% No change 3,801 $800K
Collective Family Office LLC 0.18% Reduce -34.6% 3,790 $797K
First County Bank 0.42% No change 3,777 $794K
Johnson Bixby & Associates, LLC 0.10% Reduce -2.8% 3,771 $793K
Harbor Asset Planning, Inc. 0.68% Add +0.4% 3,769 $793K
Mayflower Financial Advisors, LLC 0.10% Reduce -0.6% 3,760 $791K
Benchmark Financial Wealth Advisors, LLC 0.23% Reduce -2.2% 3,745 $788K
James Investment Research, Inc. 0.09% Reduce -6.3% 3,744 $788K
BKM Wealth Management, LLC 0.29% Add +2.3% 3,726 $784K
MWA Asset Management 0.44% Reduce -3.3% 3,722 $783K
Archford Capital Strategies, LLC 0.09% No change 3,665 $771K
Waterfront Wealth Inc. 0.15% Reduce -0.4% 3,510 $769K
Rockbridge Investment Management, LCC 0.07% Add +0.0% 3,657 $769K
CWA Asset Management Group, LLC 0.03% No change 3,655 $769K
Activest Wealth Management 0.14% Add +36.1% 3,642 $766K
GM Advisory Group, LLC 0.03% Add +71.9% 3,611 $759K
Coastal Bridge Advisors, LLC 0.06% Add +29.8% 3,606 $758K
Hanover Advisors Inc. 0.29% No change 3,604 $758K
Warner Financial, Inc. 0.26% Add +0.4% 3,606 $758K
First Financial Corp. 0.29% Reduce -30.0% 3,603 $758K
Elevation Wealth Management LLC 0.72% — 3,582 $753K
Moss Adams Wealth Advisors LLC 0.05% No change 3,567 $750K
Capital City Trust Co. 0.17% No change 3,563 $749K
Empire Financial Management Company, LLC 0.16% Reduce -1.1% 3,562 $749K
Roble, Belko & Company, Inc 0.10% Reduce -3.9% 3,559 $749K
Carnegie Investment Counsel 0.01% Add +60.6% 3,559 $749K
Kesler, Norman & Wride, LLC 0.13% New 3,550 $747K
Pacific Financial Group Inc. 0.41% Reduce -28.9% 3,544 $745K
Financial Guidance Group, Inc. 0.30% No change 3,542 $745K
Stanich Group LLC 0.56% Add +0.0% 3,542 $745K
Morris Financial Concepts, Inc. 0.26% Reduce -0.8% 3,540 $745K
Texas Yale Capital Corp. 0.02% Add +2.3% 3,540 $745K
Pitcairn Wealth Advisors LLC 0.07% — 3,539 $744K
Independence Bank of Kentucky 0.09% Reduce -0.4% 3,535 $744K
Mason Investment Advisory Services, Inc. 0.04% Add +0.5% 3,528 $742K
Bourgeon Capital Management LLC 0.12% No change 3,528 $742K
Natural Investments, LLC 0.18% New 3,507 $737K
Leo Wealth, LLC 0.05% Add +25.5% 3,474 $731K
Aft, Forsyth & Company, Inc. 0.31% Reduce -5.3% 3,457 $727K
Manhattan West Asset Management, LLC 0.15% No change 3,455 $727K
Money Concepts Capital Corp. 0.04% Reduce -69.3% 3,445 $725K
Virtue Capital Management, LLC 0.11% Add +32.4% 3,414 $724K
Auxano Advisors, LLC 0.14% No change 3,442 $724K
Stonebrook Private Inc. 0.15% No change 3,436 $723K
Greatmark Investment Partners, Inc. 0.08% Add +168.7% 3,413 $718K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -0.8% 3,409 $717K
Cascade Financial Partners, LLC 0.07% No change 3,397 $715K
Westmount Partners, LLC 0.18% No change 3,388 $713K
Independent Advisor Alliance 0.02% No change 3,381 $711K
Miller Investment Management, LP 0.07% No change 3,368 $708K
BankPlus Trust Department 0.19% Reduce -3.3% 3,363 $707K
Peck Wealth Management, LLC 0.66% No change 3,336 $702K
Harvest Investment Services, LLC 0.13% No change 3,335 $701K
Debussy Capital Management LP 0.10% Add +0.2% 3,328 $700K
Bell Bank 0.03% No change 3,324 $699K
AAF Wealth Management, LLC 0.29% Reduce -1.1% 3,311 $696K
HORAN Wealth, LLC 0.11% Reduce -0.8% 3,303 $695K
Financial Insights, Inc. 0.23% No change 3,291 $692K
Klingenstein Fields & Co. LP 0.03% Add +0.4% 3,286 $691K
Joel Adams & Associates, Inc. 0.52% Add +8.7% 3,280 $690K
Melfa Wealth Management, Inc. 0.40% No change 3,275 $689K
T. Rowe Price Associates Inc. 0.00% Reduce -46.7% 3,266 $687K
Fort Sheridan Advisors LLC 0.09% Add +1.0% 3,258 $685K
Empower Advisory Group, LLC 0.00% Add +23.6% 3,257 $685K
Greenup Street Wealth Management LLC 0.10% Reduce -0.3% 3,256 $685K
WBH Advisory Inc. 0.05% No change 3,234 $680K
Capital Investment Advisory Services, LLC 0.05% Add +3.5% 3,230 $679K
Leavell Investment Management, Inc. 0.03% No change 3,217 $677K
BIP Wealth, LLC 0.02% Add +19.2% 3,213 $676K
TrueWealth Advisors, LLC 0.17% Add +0.1% 3,210 $675K
Darwin Wealth Management, LLC 0.21% Add +7.0% 3,202 $674K
Tudor Financial Inc. 0.34% No change 3,199 $673K
Fortis Capital Advisors, LLC 0.10% Add +45.4% 3,198 $673K
Signature Estate & Investment Advisors LLC 0.01% Reduce -1.4% 3,197 $673K
Wealth Science Advisors LLC 0.39% — 3,197 $672K
Integrated Advisors Network LLC 0.03% Add +42.8% 3,197 $672K
Capital Analysts, LLC 0.02% Reduce -0.4% 3,168 $666K
Glassman Wealth Services 0.09% No change 3,157 $664K
Jacksonville Wealth Management, LLC 0.47% New 3,142 $661K
Performance Wealth Partners, LLC 0.02% No change 3,141 $661K
Chapin Davis, Inc. 0.15% Add +0.3% 3,136 $660K
Rialto Wealth Management, LLC 0.16% No change 3,136 $660K
First Commonwealth Financial Corp 0.11% Add +9.9% 3,116 $655K
Fidelity D & D Bancorp Inc. 0.28% No change 3,113 $655K
Davis R M Inc. 0.01% Add +13.0% 3,111 $654K
Robinson Smith Wealth Advisors LLC 0.45% No change 3,105 $653K
Rockland Trust Co. 0.03% No change 3,104 $653K
Renaissance Technologies 0.00% Reduce -20.5% 3,100 $652K
Skyline Advisors, Inc. 0.22% Add +0.5% 3,094 $651K
Baltimore-Washington Financial Advisors, Inc. 0.03% Add +192.7% 3,047 $641K
Kirtland Hills Capital Management, LLC 0.22% No change 3,043 $640K
Betterment LLC 0.00% Reduce -33.8% 3,044 $640K
Citizens & Northern Corp. 0.16% Add +7.5% 3,029 $637K
TFB Advisors LLC 0.18% Add +0.0% 3,026 $636K
Vulcan Value Partners, LLC 0.01% New 2,748 $636K
Coppell Advisory Solutions LLC 0.06% Reduce -1.8% 2,984 $632K
Warner Group LLC 0.39% New 3,004 $632K
Baron Wealth Management LLC 0.19% New 3,001 $631K
Lunt Capital Management, Inc. 0.24% No change 2,994 $630K
Fulton Breakefield Broenniman LLC 0.04% Add +180.9% 2,992 $629K
DSG Capital Advisors, LLC 0.10% Reduce -26.9% 2,854 $626K
Farmers Trust Co. 0.10% No change 2,970 $625K
Obermeyer Wealth Partners 0.03% No change 2,966 $624K
GGM Financial LLC 0.30% Add +0.7% 2,966 $624K
Orgel Wealth Management, LLC 0.01% Reduce -0.3% 2,964 $623K
Signal Advisors Wealth, LLC 0.05% Add +11.7% 2,959 $622K
Ignite Planners, LLC 0.10% New 2,830 $622K
Wescott Financial Advisory Group, LLC 0.05% Reduce -3.6% 2,953 $621K
Essex Bank 0.13% Add +12.3% 2,950 $620K
Axis Wealth Partners, LLC 0.34% Add +0.4% 2,949 $620K
JSF Financial, LLC 0.13% Reduce -4.5% 2,944 $619K
Brown, Lisle/Cummings, Inc. 0.15% No change 2,935 $617K
Kintra Wealth, LLC 0.09% New 2,913 $613K
Berkeley Capital Partners, LLC 0.14% Add +0.1% 2,906 $611K
Oxler Private Wealth LLC 0.18% Add +0.4% 2,899 $610K
MSH Capital Advisors LLC 0.13% Add +47.7% 2,886 $607K
Spinnaker Trust 0.03% No change 2,879 $606K
Trust Co. of Vermont 0.03% Reduce -3.2% 2,876 $605K
Meridian Wealth Advisors, LLC 0.08% Reduce -0.7% 2,858 $601K
NCM Capital Management, LLC 0.22% Reduce -0.6% 2,848 $599K
WealthPLAN Partners, LLC 0.09% No change 2,842 $598K
PFG Advisors 0.03% Reduce -14.2% 2,840 $597K
Peak Wealth Management LLC 0.50% — 2,839 $597K
Pandora Wealth, Inc. 0.36% No change 2,831 $595K
Strategic Family Wealth Counselors, L.L.C. 0.13% Add +7.6% 2,743 $592K
Mirador Capital Partners LP 0.08% Add +0.5% 2,810 $591K
Soltis Investment Advisors LLC 0.04% Add +39.1% 2,805 $590K
Burton Enright Welch 0.08% No change 2,801 $589K
Stronghold Wealth Management L.L.C. 0.87% — 2,787 $586K
Parkshore Wealth Management, Inc. 0.22% Add +0.5% 2,782 $585K
Retirement Planning Group, LLC 0.02% Add +6.0% 2,779 $584K
Principal Securities, Inc. 0.01% Reduce -14.4% 2,770 $583K
Paces Ferry Wealth Advisors, LLC 0.24% New 2,759 $580K
Buckhead Capital Management LLC 0.21% No change 2,750 $578K
Wealthspire Retirement, LLC 0.04% Add +2.4% 2,749 $578K
Alpine Bank Wealth Management 0.08% Reduce -2.8% 2,745 $577K
Cahill Financial Advisors Inc. 0.06% Add +0.0% 2,742 $577K
St Germain D J Co. Inc. 0.02% Reduce -4.2% 2,732 $575K
Aire Advisors, LLC 0.10% Add +0.0% 2,727 $574K
BOK Financial Private Wealth, Inc. 0.04% No change 2,727 $574K
Genesis Wealth Advisors, LLC 0.39% No change 2,713 $571K
Biltmore Family Office, LLC 0.08% Add +5.4% 2,711 $570K
SmartHarvest Portfolios, LLC 0.20% — 2,708 $570K
CoreCap Advisors, LLC 0.02% Add +10.4% 2,700 $568K
Barclays PLC 0.00% New 2,700 $568K
Front Row Advisors LLC 0.19% No change 2,695 $567K
Schnieders Capital Management, Llc. 0.09% No change 2,689 $566K
APS Management Group, Inc. 0.48% No change 2,677 $563K
Hamilton Capital, LLC 0.03% — 2,670 $562K
Elyxium Wealth, LLC 0.16% No change 2,665 $561K
Motco 0.05% Reduce -0.5% 2,662 $560K
Cornerstone Wealth Group, LLC 0.04% Add +15.4% 2,661 $560K
Brogan Financial, Inc. 0.24% Add +0.5% 2,649 $557K
Cedarwood Wealth LLC 0.62% — 2,531 $555K
Klingman & Associates, LLC 0.03% No change 2,633 $554K
Quadrant Private Wealth Management, LLC 0.09% Reduce -9.3% 2,629 $553K
Chicago Wealth Management, Inc. 0.22% No change 2,621 $551K
Sovereign Financial Group, Inc. 0.10% No change 2,621 $551K
TigerOak Management, L.L.C. 0.17% No change 2,617 $550K
Townsend Asset Management Corp. /NC/ 0.19% Reduce -1.8% 2,612 $549K
Portland Global Advisors LLC 0.06% Add +43.6% 2,601 $547K
YHB Investment Advisors, Inc. 0.04% Reduce -0.9% 2,595 $546K
City National Bank of Florida 0.35% Reduce -20.2% 2,563 $539K
Operose Advisors LLC 0.13% No change 2,562 $539K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -2.9% 2,560 $539K
Decision Investments, Inc. 0.59% — 2,556 $538K
Kestra Investment Management, LLC 0.01% Add +135.5% 2,539 $534K
Members Trust Co 0.02% Add +4.5% 2,534 $533K
Hamilton Point Investment Advisors, LLC 0.08% Reduce -2.3% 2,527 $532K
Archer Investment Corp 0.12% No change 2,526 $531K
Sand Hill Global Advisors, LLC 0.02% No change 2,522 $530K
Cypress Capital, LLC 0.15% No change 2,520 $530K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% No change 2,517 $529K
Edgemoor Investment Advisors, Inc. 0.04% Reduce -36.6% 2,506 $527K
Wealthcare Capital Partners, LLC 0.25% Add +0.0% 2,505 $527K
Insight Advisors, LLC/ PA 0.08% Add +0.4% 2,499 $526K
Blue Bell Private Wealth Management, LLC 0.08% Add +43.6% 2,481 $522K
WealthBridge Capital Management, LLC 0.12% Reduce -5.1% 2,479 $522K
Stablepoint Partners, LLC 0.08% Add +13.8% 2,473 $520K
Lodestar Private Asset Management LLC 0.05% Reduce -1.7% 2,470 $520K
Central Pacific Bank - Trust Division 0.07% No change 2,468 $519K
TCFG Wealth Management, LLC 0.20% Reduce -10.0% 2,408 $518K
Heartwood Wealth Advisors LLC 0.05% Add +9.3% 2,463 $518K
Beacon Financial Strategies CORP 0.29% Add +0.1% 2,456 $517K
Arlington Trust Co LLC 0.05% Reduce -8.9% 2,450 $515K
Brooklyn Investment Group 0.02% New 2,418 $513K
Gallacher Capital Management LLC 0.20% No change 2,427 $510K
Atala Financial Inc 0.33% Add +4.3% 2,424 $510K
Austin Asset Management Co Inc 0.09% No change 2,401 $505K
Moors & Cabot, Inc. 0.02% Add +1.0% 2,377 $500K
McNamara Financial Services, Inc. 0.09% Add +2.6% 2,361 $497K
Pettyjohn, Wood & White, Inc. 0.08% No change 2,360 $496K
Navigation Wealth Management, Inc. 0.74% Add +0.6% 2,359 $496K
One Day In July LLC 0.04% Add +4.4% 2,359 $496K
Cornerstone Advisors Asset Management, LLC 0.08% Add +0.6% 2,357 $496K
First Citizens Asset Management, Inc. 0.17% Reduce -0.2% 2,353 $495K
Oder Investment Management, LLC 0.36% Add +7.7% 2,352 $495K
Palisade Asset Management, LLC 0.05% No change 2,336 $491K
Ascentis Independent Advisors 0.08% New 2,333 $491K
BCS Private Wealth Management, Inc. 0.17% Reduce -0.6% 2,332 $491K
Ellis Investment Partners, LLC 0.09% Reduce -2.4% 2,326 $489K
Compound Planning, Inc. 0.01% Reduce -2.1% 2,323 $489K
HT Partners LLC 0.15% No change 2,322 $488K
High Falls Advisors, Inc 0.10% Add +4.3% 2,321 $488K
Parsons Capital Management Inc. 0.03% Reduce -0.4% 2,318 $488K
Aufman Associates Inc 0.25% No change 2,310 $486K
Kovack Advisors, Inc. 0.02% New 2,309 $486K
Heritage Financial Services, LLC 0.04% No change 2,306 $485K
SVB Wealth LLC 0.03% No change 2,304 $485K
Tortuga Wealth Management, Inc 0.51% — 2,299 $483K
Alexis Investment Partners, LLC 0.18% Reduce -3.4% 2,283 $480K
Fusion Capital, LLC 0.13% Add +0.3% 2,280 $480K
W1M Asset Management Ltd 0.01% New 2,279 $479K
Clayton Financial Group LLC 0.24% Add +1607.5% 2,271 $478K
Petredis Investment Advisors LLC 0.04% No change 2,268 $477K
Lake Street Private Wealth, LLC 0.06% Reduce -0.7% 2,262 $476K
Tortoise Investment Management, LLC 0.04% No change 2,251 $473K
Marino, Stram & Associates LLC 0.09% Reduce -30.7% 2,238 $471K
PUREfi Wealth, LLC 0.36% Reduce -13.4% 2,237 $471K
Towercrest Capital Management 0.07% No change 2,235 $470K
Platform Technology Partners 0.10% Add +0.0% 2,234 $470K
Stanley-Laman Group, Ltd. 0.06% Reduce -14.4% 2,223 $468K
Hollencrest Capital Management 0.02% No change 2,221 $467K
Wrapmanager Inc. 0.16% No change 2,218 $467K
Truepoint, Inc. 0.01% No change 2,215 $466K
Clear Creek Financial Management, LLC 0.04% Reduce -0.1% 2,214 $466K
Clarity Financial LLC 0.04% No change 2,209 $465K
Essential Investment Partners LLC 0.43% — 2,195 $462K
Ritter Daniher Financial Advisory LLC / DE 0.08% Add +3.7% 2,195 $462K
Heartland Advisors Inc. 0.02% New 2,192 $461K
Salem Investment Counselors Inc. 0.01% Reduce -0.5% 2,188 $460K
Rockwood Wealth Management, LLC 0.03% Reduce -8.8% 2,181 $459K
Impact Capital Partners LLC 0.14% Reduce -0.8% 2,180 $459K
Pasadena Private Wealth, LLC 0.06% No change 2,177 $458K
Warren Street Wealth Advisors, LLC 0.13% No change 2,174 $457K
Old Mission Investment Co LLC 0.11% No change 2,173 $457K
Hollow Brook Wealth Management LLC 0.12% No change 2,170 $456K
Centerpoint Advisors, LLC 0.14% No change 2,170 $456K
Jackson, Grant Investment Advisers, Inc. 0.15% Add +31.2% 2,168 $456K
Perkins Coie Trust Co 0.08% No change 2,162 $455K
Accretive Wealth Partners, LLC 0.13% No change 2,161 $455K
Meeder Advisory Services, Inc. 0.02% Add +19.7% 2,157 $454K
World Equity Group, Inc. 0.13% Reduce -3.3% 2,155 $453K
Galvin, Gaustad & Stein, LLC 0.04% Reduce -14.3% 2,151 $452K
Triad Wealth Partners, LLC 0.04% Add +30.6% 2,149 $452K
SC&H Financial Advisors, Inc. 0.07% Reduce -18.7% 2,148 $452K
Gibson Capital, LLC 0.08% No change 2,146 $451K
Sentinel Wealth Management, Inc. 0.37% No change 2,137 $449K
River's Edge Wealth Management, LLC 0.44% — 2,009 $449K
Power Wealth Management LLC 0.16% No change 2,131 $448K
Weatherly Asset Management L. P. 0.03% No change 2,128 $448K
Planning Project LLC 0.11% — 2,125 $447K
Bravias Capital Group, LLC 0.27% Reduce -3.3% 2,119 $446K
Harbor Group, Inc. 0.07% Add +88.6% 2,114 $445K
Willner & Heller, LLC 0.32% Add +0.5% 2,112 $444K
Armstrong Advisory Group, Inc. 0.03% Add +0.1% 2,109 $444K
Advisory Alpha, LLC 0.01% Add +0.1% 2,107 $443K
NWF Advisory Services Inc. 0.05% Reduce -2.2% 2,109 $443K
Evolution Wealth Advisors, LLC 0.04% No change 2,098 $441K
Cypress Wealth Services, LLC 0.06% Add +28.9% 2,096 $441K
Fiduciary Alliance LLC 0.03% Add +16.2% 2,091 $440K
Ballew Advisors, Inc 0.25% Reduce -38.9% 2,019 $439K
Lee, Kelleher & Klein Wealth Management 0.26% No change 2,081 $438K
Atticus Wealth Management, LLC 0.11% Reduce -9.6% 2,079 $437K
First Nebraska Trust Co 0.04% No change 2,077 $437K
Beacon Capital Management, LLC 0.07% Add +7.5% 2,061 $434K
Deroy & Devereaux Private Investment Counsel Inc. 0.02% No change 2,060 $433K
Canal Capital Management, LLC 0.06% Add +0.4% 2,059 $433K
Red Door Wealth Management, LLC 0.04% No change 2,056 $432K
COFG Advisors, LLC 0.11% — 2,055 $432K
LVW Advisors, LLC 0.04% Add +27.8% 2,045 $430K
Triangle Securities Wealth Management 0.09% Reduce -0.4% 2,041 $429K
Charles Schwab Trust Co 0.03% Add +41.5% 2,036 $428K
Orrstown Financial Services Inc. 0.07% Reduce -5.0% 2,033 $428K
Greenwood Gearhart LLC 0.02% Reduce -36.9% 2,029 $427K
Providence Capital Advisors, LLC 0.07% Reduce -21.0% 2,029 $427K
AssuredPartners Investment Advisors, LLC 0.06% Add +9.2% 2,028 $427K
ASL Financial, LLC 0.33% — 2,021 $425K
FineMark National Bank & Trust 0.01% Add +5.3% 2,016 $424K
Curtis Wealth Management LLC 0.37% — 1,926 $422K
Talisman Wealth Advisors LLC 0.33% Reduce -20.0% 1,999 $421K
Verus Capital Partners, LLC 0.03% Add +0.1% 1,993 $419K
McIlrath & Eck, LLC 0.04% Add +10.6% 1,987 $418K
Legacy Wealth Management, LLC 0.02% Add +31.9% 1,984 $417K
Silver Oak Securities, Incorporated 0.03% New 1,968 $417K
Gray Private Wealth, LLC 0.20% No change 1,970 $414K
Alvarez & Marsal Private Wealth Partners, LLC 0.08% — 1,967 $414K
LJI Wealth Management, LLC 0.06% New 1,962 $413K
Mairs & Power Inc. 0.00% Reduce -85.9% 1,962 $413K
Rothschild Wealth LLC 0.04% Add +1.2% 1,937 $407K
Facet Wealth, Inc. 0.01% Add +31.5% 1,854 $407K
Coordinated Financial Services, Inc. 0.24% Add +21.9% 1,933 $407K
Institute for Wealth Management, LLC. 0.04% Reduce -37.7% 1,930 $406K
Mascagni Wealth Management, Inc. 0.30% Reduce -1.3% 1,930 $406K
North Dallas Bank & Trust Co. 0.26% — 1,927 $405K
MCF Advisors LLC 0.02% Add +10.9% 1,926 $405K
Koshinski Asset Management, Inc. 0.03% Add +53.8% 1,925 $405K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +70.6% 1,918 $404K
Arbor Wealth Advisors LLC 0.29% No change 1,910 $402K
Horizon Investment Services, LLC 0.14% No change 1,902 $400K
Integris Wealth Management, LLC 0.09% No change 1,900 $400K
Allstate Corp. 0.01% No change 1,900 $400K
Plum Street Advisors, LLC 0.14% New 1,899 $399K
Pittenger & Anderson Inc. 0.02% No change 1,895 $399K
Poehling Capital Management, INC. 0.08% No change 1,889 $397K
PGIM Custom Harvest LLC 0.01% Add +7.5% 1,880 $395K
Glen Eagle Advisors, LLC 0.05% No change 1,879 $395K
Crewe Advisors LLC 0.04% No change 1,879 $395K
Bay Capital Advisors, LLC 0.24% No change 1,874 $394K
Madison Wealth Partners, Inc 0.07% Add +2.4% 1,872 $394K
Ironwood Investment Management LLC 0.17% No change 1,867 $393K
Plus Group Wealth Advisors LLC 0.44% — 1,866 $393K
Abacus Wealth Partners, LLC 0.04% Add +45.2% 1,857 $391K
MJP Associates Inc. 0.05% Reduce -99.0% 1,854 $390K
WASHINGTON TRUST Co 0.01% No change 1,852 $390K
McDonald Partners LLC 0.12% No change 1,850 $389K
Strategic Financial Partners, Ltd. 0.17% Reduce -14.0% 1,843 $388K
PACK Private Wealth, LLC 0.18% No change 1,842 $387K
Benjamin Edwards Inc. 0.00% Reduce -56.7% 1,840 $387K
ShoreHaven Wealth Partners, LLC 0.14% No change 1,836 $386K
Riverpoint Wealth Management Holdings, LLC 0.08% No change 1,833 $386K
Jamison Private Wealth Management, Inc. 0.05% Add +0.2% 1,828 $385K
Citizens Business Bank 0.06% New 1,825 $384K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +39.4% 1,821 $383K
Trek Financial, LLC 0.02% Add +53.2% 1,819 $383K
Cassia Capital Partners, LLC 0.21% Reduce -6.3% 1,814 $382K
Cypress Capital Group 0.04% No change 1,805 $380K
GW&K Investment Management, LLC 0.00% No change 1,804 $379K
Bayban 0.33% — 1,784 $375K
Elm Partners Management LLC 0.02% Add +0.2% 1,782 $375K
Clear Trail Advisors, LLC 0.09% — 1,780 $374K
DGS Capital Management, LLC 0.06% Reduce -2.0% 1,780 $374K
Arista Wealth Management, LLC 0.05% Add +69.5% 1,780 $374K
Tailwinds Wealth, LLC 0.40% — 1,776 $374K
JT Stratford LLC 0.05% Add +50.7% 1,771 $373K
Matisse Capital 0.17% Add +0.1% 1,763 $371K
Altus Wealth Management, LLC 0.16% No change 1,761 $370K
United Financial Planning Group LLC 0.22% New 1,757 $370K
Farmers National Bank 0.08% No change 1,755 $369K
Park Edge Advisors, LLC 0.08% No change 1,748 $368K
Fairway Wealth LLC 0.10% Reduce -1.8% 1,745 $367K
Sachem Hill LLC 0.07% No change 1,745 $367K
Vantage Point Financial LLC 0.13% Reduce -1.3% 1,743 $367K
Pinnacle Bancorp, Inc. 0.11% Reduce -1.2% 1,743 $367K
CWS Financial Advisors, LLC 0.10% Reduce -3.5% 1,735 $365K
Alliance Wealth Management Group 0.08% No change 1,725 $363K
Inscription Capital, LLC 0.04% Add +0.2% 1,724 $363K
Riverbend Wealth Management, LLC 0.23% Add +0.1% 1,723 $362K
Rainey & Randall Wealth Advisors Inc. 0.06% Reduce -1.0% 1,722 $362K
Highline Wealth Partners LLC 0.10% Add +0.3% 1,718 $361K
Financial Life Planners 0.26% Reduce -3.5% 1,713 $360K
Compass Capital Management, Inc. 0.02% New 1,711 $360K
Forum Private Client Group LLC 0.12% Reduce -0.7% 1,707 $359K
Emergent Wealth Advisors, LLC 0.20% Add +0.5% 1,705 $359K
Oliver Luxxe Assets LLC 0.05% Reduce -13.3% 1,685 $354K
Gateway Wealth Partners, LLC 0.04% New 1,682 $354K
Team Hewins, LLC 0.11% No change 1,678 $353K
Obsidian Cio, LLC 0.52% Reduce -13.9% 1,666 $350K
Cathy Pareto & Associates, Inc. 0.24% Add +0.5% 1,664 $350K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% No change 1,664 $350K
Elk River Wealth Management LLC 0.06% Reduce -1.1% 1,662 $350K
Rathbones Group PLC 0.00% Reduce -7.6% 1,662 $350K
Portfolio Resources Advisor Group, Inc. 0.35% — 1,661 $349K
EFG International AG 0.01% — 1,661 $349K
Aspire Private Capital, LLC 0.08% No change 1,660 $349K
Sharp Wealth Advisory, LLC 0.18% No change 1,658 $349K
Keudell/Morrison Wealth Management 0.07% — 1,654 $348K
Wealth Management Partners, LLC 0.10% Reduce -5.6% 1,653 $348K
Belvedere Trading LLC 0.06% New 1,652 $347K
First Command Advisory Services, Inc. 0.00% Add +23.6% 1,651 $347K
S.E.E.D. Planning Group LLC 0.10% No change 1,649 $347K
JNBA Financial Advisors 0.03% Add +6.5% 1,649 $347K
Cibc World Market Inc. 0.00% Add +3.1% 1,646 $346K
First PREMIER Bank 0.08% No change 1,644 $346K
Appleton Partners Inc. 0.02% No change 1,639 $345K
Berkeley, Inc 0.11% No change 1,636 $344K
Causey Wealth LLC 0.16% Add +0.2% 1,634 $344K
Plancorp, LLC 0.01% No change 1,632 $343K
BCGM Wealth Management, LLC 0.09% Add +0.1% 1,629 $343K
Aerodigm Wealth, LLC 0.13% Reduce -1.3% 1,629 $343K
Eagle Rock Investment Company, LLC 0.05% Add +31.3% 1,628 $342K
Align Financial, LLC 0.20% — 342,013 $342K
LaFleur & Godfrey LLC 0.04% Reduce -3.8% 1,626 $342K
Hunter Associates Investment Management LLC 0.05% New 1,630 $342K
Powerhouse Assets LLC 0.30% — 1,615 $340K
Diversified Management Inc. 0.08% — 1,615 $340K
Kondo Wealth Advisors, Inc. 0.13% Add +0.3% 1,613 $339K
Stephenson & Company, Inc. 0.18% Reduce -0.6% 1,597 $336K
First Trust Advisors LP 0.00% Add +0.1% 1,589 $334K
Matrix Private Capital Group LLC 0.17% Add +0.2% 1,588 $334K
Ledyard National Bank 0.03% Reduce -1.3% 1,582 $333K
Evernest Financial Advisors, LLC 0.07% New 1,480 $332K
SageView Advisory Group, LLC 0.01% Reduce -0.1% 1,576 $331K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -1.6% 1,574 $331K
Pinnacle Wealth Management Group, Inc. 0.17% No change 1,570 $330K
Acima Private Wealth, LLC 0.10% Reduce -9.9% 1,570 $330K
James J. Burns & Company, LLC 0.05% Reduce -5.2% 1,570 $330K
Cordgrass Capital Advisors, LLC 0.08% Reduce -9.1% 1,559 $328K
Watchman Group, Inc. 0.08% No change 1,558 $328K
Trust Co 0.03% Add +1.7% 1,557 $327K
Baring Financial LLC 0.20% Reduce -59.8% 1,556 $327K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -14.9% 1,555 $327K
Stonehearth Capital Management, LLC 0.12% No change 1,553 $327K
Doliver Advisors, LP 0.08% No change 1,550 $326K
Journey Advisory Group, LLC 0.03% Reduce -23.0% 1,550 $326K
King Wealth Management Group 0.04% Reduce -3.8% 1,548 $326K
JB Capital LLC 0.01% Add +38.9% 1,549 $326K
Point Windward Advisors Inc. 0.16% No change 1,549 $326K
Franklin, Parlapiano, Turner & Welch, LLC 0.08% No change 1,485 $325K
Balentine LLC 0.01% Add +2.9% 1,546 $325K
McClarren Financial Advisors, Inc. 0.19% Reduce -16.2% 1,478 $325K
Alley Investment Management Company, LLC 0.04% New 1,545 $325K
Ewa, LLC 0.08% Add +0.5% 1,542 $324K
Single Point Partners, LLC 0.06% Reduce -15.9% 1,530 $322K
Csenge Advisory Group 0.01% Add +9.7% 1,528 $321K
CFG Wealth Management Services, Inc. 0.30% — 1,527 $321K
Smith Salley Wealth Management 0.02% Add +0.5% 1,525 $321K
Trust Co. of Toledo NA 0.03% No change 1,522 $320K
Valley Wealth Managers, Inc. 0.02% New 1,511 $318K
EdgeRock Capital LLC 0.08% Reduce -1.2% 1,509 $317K
Private Wealth Partners, LLC 0.02% No change 1,509 $317K
Pinnacle Wealth Management Advisory Group, LLC 0.02% Add +0.1% 1,506 $317K
Abner Herrman & Brock LLC 0.03% No change 1,500 $316K
Boreal Capital Management LLC 0.29% No change 1,500 $316K
Thompson Investment Management, Inc. 0.04% No change 1,500 $316K
Wealth Architects, LLC 0.03% No change 1,497 $315K
Wharton Business Group, LLC 0.01% No change 1,496 $315K
Baker Ellis Asset Management LLC 0.04% Reduce -6.4% 1,486 $313K
Easterly Investment Partners LLC 0.02% No change 1,484 $312K
Stockman Wealth Management, Inc. 0.04% No change 1,475 $310K
Maseco LLP 0.01% New 1,474 $310K
Cardinal Point Capital Management ULC 0.02% Reduce -1.8% 1,458 $307K
Bluespring Wealth Management, LLC 0.03% Add +30.5% 1,456 $306K
Permanens Capital L.P. 0.04% Add +0.5% 1,456 $306K
Principle Wealth Partners LLC 0.02% Reduce -10.3% 1,453 $306K
Liberty Wealth Management LLC 0.04% Reduce -6.6% 1,449 $305K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 1,449 $305K
Financial Alternatives, Inc 0.18% New 1,436 $302K
Arlington Financial Advisors, LLC 0.04% No change 1,434 $302K
Keb Asset Management, LLC 0.06% Reduce -12.4% 1,432 $301K
Campion Asset Management 0.21% Reduce -21.5% 1,427 $300K
Praetorian Wealth Management, Inc. 0.06% New 1,425 $300K
IFG Advisors, LLC 0.05% Reduce -15.0% 1,424 $300K
Verus Wealth Management, LLC 0.28% No change 1,424 $300K
Sollinda Capital Management LLC 0.08% No change 1,423 $299K
Foundry Financial Group, Inc. 0.15% New 1,422 $299K
Watershed Private Wealth LLC 0.09% No change 1,422 $299K
Bright Futures Wealth Management, LLC. 0.22% No change 1,419 $298K
Roberts Glore & Co. Inc. 0.08% No change 1,417 $298K
Traynor Capital Management, Inc. 0.02% Add +6.1% 1,416 $298K
WealthTrust Axiom LLC 0.08% No change 1,414 $297K
Chilton Investment Co. Inc. 0.01% New 1,413 $297K
Wilkins Miller Wealth Management, LLC 0.18% No change 1,412 $297K
Ground Swell Capital, LLC 0.61% Reduce -51.8% 1,411 $297K
Net Worth Advisory Group 0.06% New 1,402 $295K
Wealthfront Advisers LLC 0.00% Reduce -22.6% 1,401 $295K
Mechanics Bank Trust Department 0.04% No change 1,400 $294K
ORBA Wealth Advisors, L.L.C. 0.26% New 1,399 $294K
Summit Investment Advisory Services, LLC 0.11% No change 1,399 $294K
Northwest Quadrant Wealth Management, LLC 0.06% Add +0.5% 1,396 $294K
Gemmer Asset Management LLC 0.02% Reduce -0.8% 1,387 $292K
Crumly & Associates Inc. 0.06% Reduce -0.2% 1,383 $291K
Catalyst Financial Partners LLC 0.03% Reduce -0.4% 1,381 $290K
Selective Wealth Management, Inc. 0.09% No change 1,324 $290K
Formidable Asset Management, LLC 0.04% No change 1,425 $290K
GreatBanc Trust CO 0.20% No change 1,379 $290K
3Chopt Investment Partners, LLC 0.06% Add +73.8% 1,378 $290K
NBT Bank, N.A. 0.02% No change 1,375 $289K
HM Payson & Co. 0.00% Add +2.8% 1,366 $287K
LifeWealth Investments, LLC 0.09% Add +27.5% 1,366 $287K
Granite Bay Wealth Management, LLC 0.07% Reduce -0.4% 1,364 $287K
Horst & Graben Wealth Management LLC 0.04% Reduce -1.2% 1,362 $287K
Cornerstone Management, Inc. 0.05% No change 1,358 $286K
BCS Wealth Management 0.03% New 1,358 $286K
Donaldson Capital Management, LLC 0.01% No change 1,353 $285K
Sterling Investment Counsel, LLC 0.08% No change 1,348 $284K
Proactive Wealth Strategies LLC 0.11% Add +0.1% 1,347 $283K
Fermata Advisors, LLC 0.07% Add +0.1% 1,346 $283K
Keebeck Wealth Management 0.03% No change 1,340 $282K
Tritonpoint Wealth, LLC 0.03% Reduce -24.6% 1,340 $282K
EnRich Financial Partners LLC 0.08% Reduce -4.9% 1,339 $282K
Van Diest Capital, LLC 0.42% — 1,338 $281K
Members Wealth LLC 0.18% No change 1,284 $281K
Pillar Financial Advisors, LLC 0.17% No change 1,337 $281K
Equita Financial Network, Inc. 0.08% No change 1,334 $281K
Signature Wealth Management Partners, LLC 0.14% Add +0.5% 1,325 $279K
Sicart Associates LLC 0.07% No change 1,317 $277K
Lansing Street Advisors 0.07% Add +0.4% 1,316 $277K
Clear Harbor Asset Management, LLC 0.02% New 1,316 $277K
Howe & Rusling Inc. 0.02% Add +267.8% 1,313 $276K
Tanglewood Wealth Management, Inc. 0.03% Add +24.2% 1,313 $276K
Symphony Financial, Ltd. Co. 0.04% New 1,298 $275K
Legacy Financial Advisors, Inc. 0.04% New 1,308 $275K
Red Lighthouse Investment Management, LLC 0.10% No change 1,308 $275K
MorganRosel Wealth Management, LLC 0.07% No change 1,307 $275K
Kastel Capital Advisors, LLC 0.17% — 1,303 $274K
Lakeridge Wealth Management LLC 0.12% Reduce -9.1% 1,299 $273K
NerdWallet Wealth Partners, LLC 0.12% No change 1,293 $272K
Allium Financial Advisors, LLC 0.22% No change 1,291 $272K
Gallagher Fiduciary Advisors, LLC 0.01% New 1,291 $271K
MTM Investment Management, LLC 0.09% Add +0.1% 1,281 $269K
Raab & Moskowitz Asset Management LLC 0.06% No change 1,279 $269K
Sunbelt Securities, Inc. 0.02% Reduce -26.9% 1,279 $269K
S.A. Mason LLC 0.11% No change 1,277 $269K
Orion Capital Management LLC 0.09% No change 1,274 $268K
RMR Capital Management, LLC 0.19% No change 1,273 $268K
Christensen, King & Associates Investment Services, Inc. 0.11% Reduce -4.5% 1,270 $267K
Persium Advisors, LLC 0.19% No change 1,269 $267K
Crews Bank & Trust 0.04% No change 1,269 $267K
Planwiser Financial, LLC 0.20% Reduce -17.3% 1,217 $267K
PDS Planning, Inc 0.02% Add +0.2% 1,268 $267K
Old North State Trust, LLC 0.16% No change 1,266 $266K
Oak Family Advisors, LLC 0.08% Reduce -1.3% 1,263 $266K
Van Den Berg Management I, Inc. 0.06% New 1,256 $264K
Hantz Financial Services, Inc. 0.00% Add +354.9% 1,251 $263K
Penobscot Investment Management Company, Inc. 0.02% No change 1,245 $262K
Alpha Cubed Investments, LLC 0.01% Reduce -0.5% 1,241 $261K
Parr McKnight Wealth Management Group, LLC 0.03% No change 1,239 $261K
FourThought Financial Partners, LLC 0.02% Reduce -0.2% 1,238 $260K
Retirement Solution LLC 0.06% Add +6.9% 1,237 $260K
Lebenthal Global Advisors, LLC 0.04% Add +6.5% 1,236 $260K
QTR Family Wealth, LLC 0.11% Reduce -0.4% 1,158 $260K
Daymark Wealth Partners, LLC 0.01% Add +2.2% 1,234 $260K
Atwood & Palmer Inc. 0.01% No change 1,234 $260K
Fort Washington Investment Advisors Inc. 0.00% Reduce -2.4% 1,230 $259K
Pecaut & Co. 0.08% Reduce -0.2% 1,228 $258K
Founders Financial Securities LLC 0.02% New 1,226 $258K
Washington Trust Advisors, Inc. 0.02% Reduce -61.9% 1,226 $258K
Kohmann Bosshard Financial Services, LLC 0.02% New 1,226 $258K
Barnes Pettey Financial Advisors, LLC 0.13% No change 1,223 $257K
USAdvisors Wealth Management, LLC 0.08% Add +2.2% 1,225 $257K
Greenhouse Wealth Management, LLC 0.15% Add +0.4% 1,221 $257K
Alliance Wealth Advisors, LLC 0.12% No change 1,218 $256K
Elevation Wealth Partners, LLC 0.09% Add +332.4% 1,215 $256K
Security National Bank of So Dak 0.13% New 1,214 $255K
Commons Capital, LLC 0.18% Add +0.2% 1,212 $255K
Frank, Rimerman Advisors LLC 0.02% No change 1,208 $254K
Heritage Wealth Management, Inc. 0.16% Reduce -0.2% 1,207 $254K
Pines Wealth Management, LLC 0.08% No change 1,205 $253K
Trilogy Capital Inc. 0.01% No change 1,201 $253K
Missouri Trust & Investment Co 0.07% No change 1,200 $252K
True Link Financial Advisors, LLC 0.02% Add +7.7% 1,195 $251K
Northstar Asset Management Inc. 0.06% Add +0.5% 1,190 $250K
Timonier Family Office, LTD. 0.08% No change 1,189 $250K
Cozad Asset Management Inc. 0.02% Reduce -7.5% 1,187 $250K
Alpha Financial Partners LLC 0.15% Add +0.5% 1,181 $248K
Monument Group Wealth Advisors, LLC 0.13% No change 1,175 $247K
Investor's Fiduciary Advisor Network, LLC 0.05% New 1,179 $247K
180 Wealth Advisors, LLC 0.03% Reduce -0.3% 1,172 $246K
Commonwealth Retirement Investments LLC 0.08% No change 1,166 $245K
Financial Advisory Corp 0.04% No change 1,165 $245K
Sharper & Granite LLC 0.09% No change 1,159 $244K
Falcon Wealth Planning 0.02% Add +0.1% 1,159 $244K
Novem Group 0.03% Add +0.5% 1,156 $243K
Legacy Capital Group California, Inc. 0.06% New 1,151 $242K
SP Asset Management LLC 0.02% Add +0.5% 1,151 $242K
Patten & Patten Inc. 0.01% Add +0.1% 1,149 $242K
Legacy Wealth Asset Management, LLC 0.06% New 1,148 $241K
Patriot Investment Management Group, Inc. 0.02% No change 1,146 $241K
Beaird Harris Wealth Management, LLC 0.02% Reduce -16.8% 1,143 $240K
Jackson Thornton Wealth Management, LLC 0.02% No change 1,106 $240K
SK Wealth Management, LLC 0.07% Reduce -14.1% 1,087 $239K
FSM Wealth Advisors, LLC 0.03% No change 1,135 $239K
Millennium Capital Advisors, LLC 0.14% No change 1,134 $239K
Northern Financial Advisors Inc 0.27% No change 1,134 $239K
Harmony Asset Management LLC 0.08% No change 1,132 $238K
Addison Advisors LLC 0.05% Reduce -14.7% 1,132 $238K
Englebert Financial Advisers, LLC 0.27% — 1,131 $238K
Collaborative Wealth Managment Inc. 0.08% Reduce -0.4% 1,126 $237K
Manning & Napier Advisors LLC 0.00% Add +121.2% 1,117 $237K
Elwood & Goetz Wealth Advisory Group, LLC 0.04% Reduce -5.0% 1,124 $236K
Tandemgrowth Financial Advisors LLC 0.21% — 1,123 $236K
Investment Research Partners LLC 0.10% Reduce -0.3% 1,114 $234K
CDKV Holdings LLC 0.20% — 1,111 $234K
Tempo Wealth, LLC 0.04% — 1,110 $233K
Insight Wealth Strategies, LLC 0.03% Add +0.1% 1,105 $232K
Kathmere Capital Management, LLC 0.02% No change 1,103 $232K
Barnes Wealth Management Group, Inc 0.12% Add +0.2% 1,100 $231K
V2 Financial group LLC 0.11% No change 1,100 $231K
Nvwm, LLC 0.05% No change 1,100 $231K
Old Port Advisors 0.06% New 1,098 $231K
Braun Stacey Associates Inc. 0.01% Reduce -3.2% 1,098 $231K
KilterHowling LLC 0.12% Add +0.5% 1,090 $229K
Stone Summit Wealth LLC 0.06% No change 1,086 $228K
Inspire Advisors, LLC 0.02% Reduce -2.2% 1,085 $228K
Values Added Financial LLC 0.10% No change 1,083 $228K
Roundview Capital LLC 0.01% No change 1,082 $228K
Garden State Investment Advisory Services LLC 0.05% New 1,079 $227K
Advyzon Investment Management, LLC 0.03% No change 1,078 $227K
First Bancorp, Inc 0.12% New 1,077 $227K
Headland Capital, LLC 0.06% Reduce -4.3% 1,070 $225K
High Net Worth Advisory Group LLC 0.05% No change 1,070 $225K
West Financial Advisors, LLC 0.04% No change 1,070 $225K
Laurel Wealth Advisors LLC 0.03% New 1,070 $225K
Manuka Financial, LLC 0.14% No change 1,068 $225K
Chicago Capital, LLC 0.01% No change 1,068 $225K
Vaughan David Investments LLC 0.00% No change 1,063 $224K
SteelPeak Wealth, LLC 0.01% Reduce -30.6% 1,063 $224K
Convergence Financial, LLC 0.03% No change 1,062 $223K
Armstrong, Fleming & Moore, Inc 0.10% Add +0.4% 1,061 $223K
Tandem Capital Management Corp. 0.10% No change 1,055 $222K
Builder Investment Group Inc. 0.05% No change 1,055 $222K
Mountain Pacific Investment Advisers LLC 0.04% No change 1,050 $221K
Luken Investment Analytics, LLC 0.09% No change 1,047 $220K
Meridian Financial Partners LLC 0.09% No change 1,002 $220K
Richard P Slaughter Associates Inc 0.05% No change 1,042 $219K
Millstone Evans Group, LLC 0.13% Add +20.8% 1,039 $219K
Robinswood Financial LLC 0.07% Add +0.3% 1,036 $218K
Schneider Downs Wealth Management Advisors, LP 0.02% Reduce -2.1% 1,032 $217K
Thoroughbred Financial Services, LLC 0.01% No change 1,033 $217K
Lakeshore Financial Planning, Inc. 0.08% Add +0.2% 1,029 $216K
Private Wealth Management Group, LLC 0.06% Add +328.3% 1,028 $216K
Clarity Wealth Advisors, LLC 0.04% No change 1,028 $216K
Heritage Family Offices, LLP 0.10% No change 1,025 $216K
West Paces Advisors Inc. 0.04% Add +92.8% 1,024 $215K
Beacon Bank & Trust 0.04% Reduce -10.6% 1,022 $215K
Capital Advisors Inc. 0.00% No change 1,022 $215K
Hurley Capital, LLC 0.12% Add +0.5% 1,022 $215K
TFC Financial Management, Inc. 0.03% No change 1,021 $215K
Maple Capital Management, Inc. 0.01% New 1,018 $214K
Tilson Financial Group, Inc. 0.07% Add +0.1% 1,017 $214K
Fiera Capital Corp 0.00% No change 1,016 $214K
Cannon Financial Strategists, Inc. 0.03% No change 1,015 $214K
Founders Capital Management 0.11% No change 1,007 $212K
CSS LLC 0.04% No change 1,007 $212K
Valpey Financial Services, LLC 0.14% Add +0.1% 1,007 $212K
Neumann Capital Management, LLC 0.06% No change 1,006 $212K
Inspirion Wealth Advisors, LLC 0.03% New 1,004 $211K
Lighthouse Financial LLC 0.14% No change 1,004 $211K
Country Trust Bank 0.00% No change 1,003 $211K
MLP3, LLC 0.23% — 1,002 $211K
Gordian Advisors LLC 0.14% Reduce -22.6% 1,001 $210K
Ballast Rock Private Wealth LLC 0.13% — 1,000 $210K
First City Capital Management, Inc. 0.11% No change 1,000 $210K
Burns J W & Co. Inc. 0.02% No change 1,000 $210K
Voisard Asset Management Group, Inc. 0.05% No change 998 $210K
Tull Financial Group, Inc. 0.09% No change 996 $209K
Bluesphere Advisors LLC 0.09% Add +0.4% 990 $208K
Wilson & Boucher Capital Management, LLC 0.14% No change 985 $207K
Monument Capital Management 0.05% New 981 $206K
Columbia Asset Management 0.04% New 980 $206K
Laffer Tengler Investments, Inc. 0.04% New 979 $206K
Howland Capital Management LLC 0.01% New 979 $206K
Guerra Pan Advisors, LLC 0.12% Reduce -4.8% 978 $206K
Connable Office Inc. 0.02% New 975 $205K
Sacks & Associates, LLC 0.15% — 974 $205K
Allen Mooney & Barnes Investment Advisors LLC 0.03% New 971 $204K
Alongside, LLC 0.07% — 971 $204K
Valtrion Capital Management, LLC 0.20% New 969 $204K
Drake & Associates, LLC 0.04% New 965 $203K
City State Bank 0.06% Add +15.6% 962 $202K
Howard Wealth Management, LLC 0.09% New 960 $202K
Vision Capital Management, Inc. 0.02% New 958 $202K
Manchester Financial Inc. 0.04% New 957 $201K
Princeton Global Asset Management LLC 0.03% New 955 $201K
Grandfield & Dodd, LLC 0.01% Reduce -23.9% 955 $201K
TD Waterhouse Canada Inc. 0.00% Add +38.4% 955 $201K
Seneschal Advisors, LLC 0.15% No change 953 $200K
Granite FO LLC 0.10% Add +0.2% 913 $192K
Copia Wealth Management 0.14% No change 909 $191K
West Branch Capital LLC 0.05% No change 900 $189K
IAG Wealth Partners, LLC 0.02% Add +0.6% 884 $186K
Birchwood Financial Partners, Inc. 0.18% — 882 $185K
Sound Income Strategies, LLC 0.01% Add +0.8% 838 $183K
Medallion Wealth Advisors, LLC 0.06% No change 872 $183K
NFSG Corp 0.03% Add +0.3% 869 $183K
Strategic Wealth Partners, Ltd. 0.01% Add +6.3% 867 $182K
Lowe Brockenbrough & Co. Inc. 0.01% Reduce -76.9% 864 $182K
WealthCollab, LLC 0.07% No change 863 $181K
SIMA Wealth Partners, LLC 0.14% No change 858 $181K
CoreFirst Bank & Trust 0.10% Add +5.2% 854 $180K
KERR FINANCIAL PLANNING Corp 0.24% Add +0.1% 785 $174K
Pin Oak Investment Advisors Inc. 0.12% Reduce -24.9% 753 $169K
Advocate Investing Services LLC 0.15% — 800 $168K
TrustBank 0.07% — 800 $168K
Marshall & Sterling Wealth Advisors Inc. 0.11% Reduce -28.1% 779 $164K
DB Fitzpatrick & Co, Inc 0.14% No change 765 $161K
Moisand Fitzgerald Tamayo, LLC 0.02% No change 763 $160K
Cornerstone Planning Group LLC 0.03% Reduce -30.7% 730 $160K
Greykasell Wealth Strategies, Inc. 0.06% Add +0.5% 757 $159K
Centaurus Financial, Inc. 0.01% Reduce -7.6% 751 $158K
Evelyn Partners Asset Management Ltd 0.04% No change 747 $157K
First Pacific Financial 0.02% Add +0.1% 741 $156K
Keating Financial Advisory Services, Inc. 0.02% — 740 $156K
Wealth Watch Advisors, INC 0.06% Add +30.8% 731 $154K
Hills Bank & Trust Co 0.01% No change 725 $152K
Union Savings Bank 0.06% — 708 $149K
SYM FINANCIAL Corp 0.01% Add +31.9% 695 $146K
Ares Financial Consulting, LLC 0.14% — 679 $143K
Ariel Investments 0.00% New 668 $141K
Vestor Capital, LLC 0.01% Add +147.3% 1,630 $139K
Pacifica Partners Inc. 0.06% No change 655 $139K
Sellwood Investment Partners LLC 0.05% No change 660 $139K
High Point Wealth Management, LLC 0.13% — 659 $139K
Caldwell Sutter Capital, Inc. 0.06% No change 649 $137K
Creative Financial Designs Inc. 0.01% No change 629 $132K
MilWealth Group LLC 0.03% No change 618 $130K
Schroder Investment Management Group 0.00% Reduce -62.5% 600 $126K
Catherine Avery Investment Management LLC 0.07% No change 592 $125K
SHP Wealth Management 0.01% — 587 $124K
Morgan Dempsey Capital Management LLC 0.06% Add +5.4% 588 $124K
Windsor Advisory Group, LLC 0.11% Reduce -52.7% 586 $123K
Wolff Wiese Magana LLC 0.07% No change 583 $123K
Palouse Capital Management, Inc. 0.08% No change 577 $121K
United Community Bank 0.05% Add +16.9% 575 $121K
Avalon Trust Co 0.01% No change 558 $117K
S&T Bank 0.04% No change 550 $116K
ESL Trust Services, LLC 0.02% No change 536 $113K
Provident Wealth Management, LLC 0.03% No change 516 $109K
Jackson Hole Capital Partners, LLC 0.02% No change 497 $105K
Arcadia Investment Advisors LLC 0.05% No change 483 $102K
Wealth Enhancement Trust Services, Inc. 0.01% — 480 $101K
Capital Investment Counsel, Inc 0.01% New 475 $100K
Collier Financial 0.07% Reduce -8.7% 474 $100K
Cherry Tree Wealth Management, LLC 0.02% No change 472 $99K
Bernard Wealth Management Corp. 0.04% No change 467 $98K
Coston, McIsaac & Partners 0.02% New 470 $98K
Tompkins Financial Corp. 0.01% No change 462 $97K
Cape Investment Advisory, Inc. 0.03% Add +9020.0% 456 $96K
TD Capital Management LLC 0.01% No change 454 $95K
Cornerstone Financial Management LLC 0.09% — 445 $94K
Concord Wealth Partners 0.01% Add +0.7% 439 $92K
Signature Equity Partners, LLC 0.05% — 439 $92K
Abound Wealth Management 0.02% Add +74.9% 432 $91K
Noble Wealth Management PBC 0.04% No change 400 $84K
Field & Main Bank 0.02% No change 400 $84K
Glassy Mountain Advisors, Inc. 0.03% No change 396 $83K
Smithfield Trust Co 0.00% No change 390 $82K
Wellington Grp LLC 0.03% — 389 $82K
IFS Advisors, LLC 0.04% No change 383 $81K
Signature Resources Capital Management, LLC 0.04% New 382 $80K
Investors Research Corp 0.01% No change 378 $80K
SRH Advisors, LLC 0.02% No change 370 $78K
Register Financial Advisors LLC 0.03% Reduce -55.9% 367 $77K
Atlantic Private Wealth, LLC 0.05% No change 364 $77K
Caldwell Trust Co 0.01% No change 358 $75K
Topsail Wealth Management, LLC 0.01% No change 349 $73K
New Millennium Group LLC 0.03% Reduce -14.0% 344 $72K
Westside Investment Management, Inc. 0.01% No change 344 $72K
Raleigh Capital Management Inc. 0.03% New 339 $71K
Federated Hermes, Inc. 0.00% Add +66.0% 332 $70K
Financial Consulate, Inc. 0.01% Add +13.4% 329 $69K
McGuire Capital Advisors Inc. 0.04% — 318 $67K
Towne Trust Company, N.A 0.02% New 317 $67K
Hilton Head Capital Partners, LLC 0.04% — 315 $66K
CNB Bank 0.03% No change 305 $64K
Wealth Preservation Advisors, LLC 0.03% No change 304 $64K
Rosenberg Matthew Hamilton 0.01% No change 304 $64K
Rossmore Private Capital 0.01% No change 302 $64K
LOM Asset Management Ltd 0.02% No change 300 $63K
Merrithew & Thorsten Inc 0.07% — 304 $63K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -95.4% 296 $62K
Eq Wealth Advisors, LLC 0.04% New 293 $62K
Piscataqua Savings Bank 0.04% No change 290 $61K
Longview Financial Advisors LLC 0.03% No change 286 $60K
Richardson Financial Services Inc. 0.02% No change 285 $60K
Sittner & Nelson, LLC 0.02% No change 266 $60K
Salomon & Ludwin, LLC 0.01% Reduce -5.0% 269 $58K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 271 $57K
North Star Investment Management Corp. 0.00% No change 269 $57K
Bear Mountain Capital, Inc. 0.02% Reduce -0.4% 256 $56K
Caitlin John, LLC 0.04% No change 260 $55K
MGB Wealth Management, LLC 0.02% Add +0.8% 255 $54K
HHM Wealth Advisors, LLC 0.01% No change 254 $53K
Tidemark, LLC 0.01% No change 244 $51K
Triumph Capital Management 0.01% New 243 $51K
Financial Gravity Asset Management, Inc. 0.01% No change 242 $51K
Global Trust Asset Management, LLC 0.02% Reduce -85.8% 236 $50K
Rossby Financial, LCC 0.02% New 232 $49K
Quaker Wealth Management, LLC 0.02% Add +0.4% 231 $49K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.2% 231 $49K
Valley National Advisers Inc. 0.01% No change 224 $47K
Dunhill Financial, LLC 0.01% Reduce -77.8% 223 $47K
Richardson Capital Management LLC 0.02% No change 223 $47K
Financial Perspectives, Inc 0.01% Add +0.5% 222 $47K
Prestige Wealth Management Group LLC 0.01% No change 201 $42K
Aberdeen Wealth Management LLC 0.02% No change 200 $42K
Creative Capital Management Investments LLC 0.01% No change 200 $42K
one8zero8, LLC 0.01% No change 200 $42K
Camelot Portfolios, LLC 0.03% New 197 $41K
Peachtree Investment Partners, LLC 0.01% Reduce -20.8% 191 $40K
Key Capital Management, INC 0.04% — 190 $40K
Davis Capital Management 0.03% No change 189 $40K
VSM Wealth Advisory, LLC 0.01% No change 185 $39K
Peoples Financial Services Corp. 0.02% No change 185 $39K
Pursuit Wealth Strategies, LLC 0.05% — 184 $39K
SJS Investment Consulting Inc. 0.00% No change 183 $38K
Vision Retirement, LLC 0.01% — 178 $37K
Center for Financial Planning, Inc. 0.00% No change 176 $37K
Bellevue Asset Management, LLC 0.01% Add +16.7% 175 $37K
Access Investment Management LLC 0.01% No change 180 $37K
Eagle Bay Advisors LLC 0.03% New 169 $36K
Mb, Levis & Associates, LLC 0.01% No change 164 $34K
New England Capital Financial Advisors LLC 0.01% No change 162 $34K
Three Bearings Fiduciary Advisors, Inc. 0.03% — 154 $34K
Delta Asset Management LLC 0.00% No change 160 $34K
Holos Integrated Wealth LLC 0.02% No change 147 $31K
Grand Wealth Management, LLC 0.01% New 148 $31K
Heritage Wealth Advisors 0.00% New 146 $31K
Avion Wealth 0.01% No change 144 $30K
Versant Capital Management, Inc 0.00% No change 138 $29K
TCTC Holdings, LLC 0.00% No change 136 $29K
Richards, Merrill & Peterson, Inc. 0.01% No change 135 $28K
Armor Investment Advisors, LLC 0.01% No change 135 $28K
Private Wealth Asset Management, LLC 0.00% No change 135 $28K
IFC & Insurance Marketing, Inc. 0.03% — 132 $28K
Bell Investment Advisors, Inc 0.00% No change 129 $27K
Flagship Wealth Advisors, LLC 0.01% No change 128 $27K
Morton Brown Family Wealth, LLC 0.01% No change 127 $27K
Mark Sheptoff Financial Planning, LLC 0.01% No change 126 $27K
C M Bidwell & Associates Ltd. 0.01% No change 124 $26K
Tanaka Capital Management Inc. 0.05% No change 123 $26K
Syntax Research, Inc. 0.02% No change 122 $26K
Reyes Financial Architecture, Inc. 0.02% New 121 $25K
MPWM Advisory Solutions, LLC 0.01% Reduce -33.5% 119 $25K
Twin Lakes Capital Management, LLC 0.01% No change 119 $25K
Motiv8 Investments LLC 0.01% New 115 $24K
N.E.W. Advisory Services LLC 0.00% Add +1300.0% 112 $24K
Fiduciary Advisors, Inc. 0.02% No change 108 $23K
Frazier Financial Advisors, LLC 0.01% No change 108 $23K
POM Investment Strategies, LLC 0.01% No change 106 $22K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 106 $22K
Kilter Group LLC 0.01% Add +1.0% 104 $22K
Chung Wu Investment Group, LLC 0.02% No change 100 $21K
Dynamic Wealth Strategies, LLC 0.01% Reduce -31.0% 100 $21K
Old Second National Bank of Aurora 0.00% Reduce -60.6% 100 $21K
Truvestments Capital LLC 0.00% No change 100 $21K
Cheviot Value Management, LLC 0.00% No change 95 $21K
Colonial Trust Advisors 0.00% No change 99 $21K
Wilkerson Advisory Group LLC 0.01% — 98 $21K
Integrity Financial Corp 0.01% Add +203.1% 97 $20K
Financial Management Professionals, Inc. 0.00% No change 96 $20K
Fourth Dimension Wealth, LLC 0.01% No change 91 $19K
Gen-Wealth Partners Inc 0.01% No change 87 $18K
Comprehensive Financial Planning, Inc. 0.01% No change 85 $18K
Measured Wealth Private Client Group, LLC 0.00% No change 77 $16K
Steigerwald, Gordon & Koch Inc. 0.00% No change 72 $15K
Chilton Capital Management LLC 0.00% No change 70 $15K
Cary Street Partners Investment Advisory LLC 0.00% New 67 $14K
Evolution Advisers, Inc. 0.01% No change 71 $14K
Resources Management Corp. /CT/ 0.00% No change 68 $14K
Delos Wealth Advisors, LLC 0.01% No change 66 $14K
Vermillion & White Wealth Management Group, LLC 0.01% No change 65 $14K
HighMark Wealth Management LLC 0.01% No change 62 $13K
Milestone Investment Advisors LLC 0.00% No change 60 $13K
Ogorek Anthony Joseph /NY/ 0.00% No change 60 $12K
Benson Wealth Management INC 0.01% — 56 $12K
Nemes Rush Group LLC 0.00% No change 51 $11K
Intelligent Financial Strategies 0.01% No change 50 $11K
Valued Wealth Advisors LLC 0.00% No change 50 $11K
High Note Wealth, LLC 0.00% No change 47 $10K
Bullock Wealth Management Group 0.00% — 46 $10K
Physician Wealth Advisors, Inc. 0.00% No change 46 $10K
Bravera Wealth 0.00% — 46 $10K
Ransom Advisory, Ltd 0.00% New 45 $9K
Chapman Financial Group, LLC 0.01% No change 42 $9K
Bfsg, LLC 0.00% No change 39 $8K
Van Eck Associates Corp. 0.00% Reduce -9.1% 40 $8K
10Elms LLP 0.01% No change 38 $8K
Evolution Wealth Management Inc. 0.01% No change 36 $8K
First Community Trust NA 0.01% No change 36 $8K
Legacy Wealth Managment, LLC 0.00% No change 35 $7K
Parvin Asset Management, LLC 0.01% New 34 $7K
Aventura Private Wealth, LLC 0.00% No change 34 $7K
Elevated Capital Advisors, LLC 0.00% New 33 $7K
Hoey Investments, Inc. 0.00% No change 32 $7K
Mowery & Schoenfeld Wealth Management, LLC 0.01% No change 31 $7K
Luminist Capital LLC 0.01% New 31 $7K
MidAtlantic Capital Management, Inc. 0.00% New 31 $7K
Modus Advisors, LLC 0.00% New 30 $6K
Granite Investment Partners, LLC 0.00% No change 29 $6K
Richard W. Paul & Associates, LLC 0.00% Reduce -55.7% 27 $6K
Broadwater Capital Management LLC 0.00% No change 26 $5K
Horizons Wealth Management 0.00% No change 25 $5K
Optima Capital LLC 0.00% New 25 $5K
Legacy Bridge, LLC 0.00% No change 25 $5K
Quest 10 Wealth Builders, Inc. 0.00% No change 23 $5K
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $4K
Toth Financial Advisory Corp. 0.00% No change 20 $4K
Harvest Fund Management Co., Ltd 0.00% No change 21 $4K
Fairman Group, LLC 0.00% No change 16 $3K
Daytona Street Capital LLC 0.00% — 15 $3K
LM Advisors LLC 0.01% Reduce -79.0% 619 $3K
RHL Group, LLC 0.00% — 12 $3K
Exchange Traded Concepts, LLC 0.00% Reduce -72.1% 12 $3K
Westfuller Advisors, LLC 0.00% No change 11 $2K
Garner Asset Management Corp 0.00% New 8 $2K
Alerus Financial NA 0.00% No change 8 $2K
Fortis Group Advisors, LLC 0.00% New 7 $1K
Hughes Financial Services, LLC 0.00% No change 7 $1K
Contravisory Investment Management, Inc. 0.00% No change 4 $841
Realta Investment Advisors 0.00% No change 3 $535

"% of holder's portfolio" is IWD's weight in each manager's 13F, not the share of iShares Russell 1000 Value E the manager owns.