iShares Russell 1000 GrowthIWFETF

13F holders, Q1 2024 (March 31)
1,964holders
5famous investors
$336.80avg. 13F price*

At the end of Q1 2024, 1,964 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings. The largest holders were Bank of America Corp. ($10.2B), Morgan Stanley ($8.2B) and FMR LLC ($3.4B). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Russell 1000 Growth
CUSIP
464287614
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions106$235.4M
Exits97$181.1M

Ownership 1,964 holders

Bank of America Corp. 1.01% Reduce -6.1% 30,283,480 $10.2B
Morgan Stanley 0.66% Reduce -0.8% 24,200,394 $8.2B
FMR LLC 0.23% Add +0.4% 10,011,592 $3.4B
Goldman Sachs Group Inc. 0.70% Reduce -0.8% 9,926,678 $3.3B
JPMorgan Chase & Co. 0.24% Add +0.9% 7,847,670 $2.6B
UBS Group AG 0.69% Add +1.7% 6,203,600 $2.1B
Envestnet Asset Management Inc. 0.65% Reduce -4.6% 5,163,483 $1.7B
Ameriprise Financial Inc. 0.46% Add +8.2% 4,975,723 $1.7B
Northern Trust Corp. 0.25% Add +4.0% 4,369,151 $1.5B
Wells Fargo & Company 0.37% Reduce -3.9% 4,193,723 $1.4B
PNC Financial Services Group, Inc. 0.75% Add +2.0% 3,184,175 $1.1B
LPL Financial LLC 0.52% Reduce -0.1% 2,864,325 $965.4M
M&T Bank Corp 3.23% Add +10.9% 2,749,473 $926.8M
Raymond James & Associates 0.60% Reduce -9.2% 2,619,441 $882.9M
Baird Financial Group, Inc. 1.62% Reduce -1.1% 2,295,493 $773.7M
Tiaa Trust, National Association 2.27% Reduce -1.9% 2,204,019 $742.9M
Truist Financial Corp. 1.11% Reduce -2.4% 2,170,824 $731.7M
Commonwealth Equity Services, LLC 1.19% Add +0.8% 2,131,764 $718.5M
Nuveen Asset Management, LLC 0.18% Reduce -2.4% 1,835,830 $618.8M
Royal Bank of Canada 0.14% Reduce -9.6% 1,670,719 $563.1M
Signaturefd, LLC 11.46% Add +0.6% 1,609,838 $542.6M
Stifel Financial Corp. 0.58% Add +4.5% 1,497,336 $504.7M
BlackRock Inc. 0.01% Add +19.5% 1,484,319 $500.3M
CHURCHILL MANAGEMENT Corp 5.77% Reduce -2.6% 1,371,353 $462.2M
Cetera Investment Advisers 1.04% Add +409.6% 1,312,397 $442.3M
Bank of New York Mellon Corp 0.08% Reduce -1.3% 1,306,056 $440.2M
Synovus Financial Corp. 5.67% Add +0.0% 1,295,315 $436.6M
Circle Wealth Management, LLC 10.80% Add +0.0% 1,288,374 $434.2M
HighTower Advisors, LLC 0.66% Add +3.9% 1,206,286 $406.5M
GLOBALT Investments LLC / GA 15.27% Reduce -1.7% 1,138,157 $383.6M
US Bancorp \de 0.53% Add +0.1% 1,136,806 $383.2M
Cerity Partners LLC 0.74% Add +0.1% 830,954 $280.0M
Corient Private Wealth LP 0.47% Reduce -1.9% 780,978 $263.2M
Janney Montgomery Scott LLC 0.77% Reduce -2.2% 765,849 $258.1M
Prudential Financial Inc. 0.36% Reduce -17.3% 755,773 $254.7M
Raymond James Financial Services Advisors, Inc. 0.37% Reduce -1.7% 730,643 $246.3M
CIBC Private Wealth Group LLC 0.48% Add +10.0% 730,267 $246.0M
Osaic Holdings, Inc. 0.52% Reduce -19.5% 694,324 $234.1M
Citigroup Inc. 0.25% Add +0.4% 680,403 $229.3M
Focus Partners Wealth 1.83% Add +367.7% 666,939 $224.8M
Waldron Private Wealth LLC 9.70% Reduce -6.4% 637,661 $214.9M
Comerica Bank 0.92% Add +5.5% 631,223 $212.8M
Rockefeller Capital Management L.P. 0.62% Reduce -18.0% 626,435 $211.1M
Northwestern Mutual Wealth Management Co. 0.21% Add +1.2% 611,584 $206.1M
1ST Source Bank 11.79% Reduce -0.9% 602,055 $202.9M
Mariner, LLC 0.40% Add +3.2% 575,582 $194.0M
Johnson Financial Group, Inc. 10.41% Add +1.8% 573,937 $193.4M
Two Sigma Investments, LP 0.49% Reduce -8.9% 571,400 $192.6M
Wilbanks Smith & Thomas Asset Management LLC 5.35% Reduce -1.0% 567,407 $191.2M
Mercer Global Advisors Inc. 0.49% Reduce -11.4% 505,378 $170.7M
Strategic Wealth Partners Group, LLC 18.67% Add +0.7% 501,970 $169.2M
Cresset Asset Management, LLC 0.82% Add +3.0% 498,007 $167.9M
MML Investors Services, LLC 0.69% Reduce -3.4% 495,824 $167.1M
Regions Financial Corp. 1.27% Reduce -1.5% 494,863 $166.8M
Commerce Bank 1.04% Reduce -3.0% 467,114 $157.4M
Fifth Third Bancorp 0.61% Reduce -3.7% 461,587 $155.6M
Choreo, LLC 3.87% Add +2.5% 447,709 $150.9M
Captrust Financial Advisors 0.55% Reduce -17.6% 442,423 $149.1M
Creative Planning 0.16% Add +2.4% 439,909 $148.3M
Staley Capital Advisers Inc. 6.79% Reduce -0.9% 431,380 $145.4M
Cullen/Frost Bankers, Inc. 2.13% Add +18.3% 427,305 $144.0M
Alera Investment Advisors, LLC 19.44% Reduce -9.4% 426,495 $143.8M
Two Sigma Advisers, LP 0.33% Reduce -0.9% 420,000 $141.6M
Wealth Enhancement Advisory Services, LLC 0.34% Reduce -0.1% 394,554 $133.0M
Oakworth Capital, Inc. 9.63% Reduce -12.1% 379,472 $127.9M
MAI Capital Management 1.28% Add +1.6% 363,666 $122.6M
D.A. Davidson & Co. 1.10% Reduce -6.2% 362,168 $122.1M
Stairway Partners, LLC 9.63% Add +19.3% 353,611 $119.2M
Silvercrest Asset Management Group LLC 0.79% Reduce -0.4% 345,529 $116.5M
Bank of Montreal 0.04% Add +3.0% 333,112 $112.9M
Thrivent Financial for Lutherans 0.22% Reduce -7.0% 328,347 $110.7M
Orion Porfolio Solutions, LLC 1.13% Reduce -14.1% 313,954 $105.8M
Orion Portfolio Solutions, LLC 1.13% Reduce -14.1% 313,954 $105.8M
Equitable Holdings, Inc. 1.18% Reduce -15.9% 310,004 $104.5M
Private Advisor Group, LLC 0.72% Reduce -8.6% 297,409 $100.2M
Modera Wealth Management, LLC 1.46% Reduce -0.5% 284,789 $96.0M
Moneta Group Investment Advisors LLC 1.50% Add +27.4% 273,448 $92.2M
Stephens Inc. 1.42% Add +3.9% 271,799 $91.6M
BNP Paribas Financial Markets 0.11% Add +67.5% 266,554 $89.8M
Simon Quick Advisors, LLC 6.61% Add +12.1% 261,829 $88.2M
Keybank National Association 0.34% Reduce -6.3% 242,548 $81.8M
Ieq Capital, LLC 1.17% Add +3.1% 241,365 $81.4M
Bank of Nova Scotia 0.16% No change 229,000 $77.2M
Cedar Mountain Advisors, LLC 19.39% Reduce -0.5% 228,784 $77.1M
TruWealth Advisors, LLC 5.34% Add +1.3% 227,008 $76.5M
Confluence Wealth Services, Inc. 6.73% Add +16.2% 226,222 $76.2M
MV Capital Management, Inc. 8.58% Reduce -3.4% 222,572 $75.0M
Allspring Global Investments Holdings, LLC 0.11% Reduce -3.8% 217,227 $73.2M
Wellington Management Group LLP 0.01% Reduce -28.5% 215,861 $72.8M
First Business Financial Services, Inc. 7.69% Add +0.3% 212,689 $71.7M
NewEdge Advisors, LLC 0.62% Add +70.1% 209,731 $70.7M
Steward Partners Investment Advisory, LLC 0.78% Reduce -5.9% 209,104 $70.5M
Jones Financial Companies LLLP 0.09% Add +0.7% 202,210 $68.2M
Beacon Pointe Advisors, LLC 0.75% Add +12.9% 200,897 $67.7M
Mesirow Financial Investment Management, Inc. 1.53% Add +12.6% 199,166 $67.1M
Baker Avenue Asset Management, LP 2.50% Add +1.8% 192,109 $64.8M
Barclays PLC 0.03% Reduce -21.9% 189,650 $63.9M
Stephens Group Asset Management, LLC 5.74% Add +1.1% 186,357 $62.8M
Blair William & Co. 0.20% Add +10.8% 185,662 $62.6M
HSBC Holdings PLC 0.04% Add +6.5% 185,008 $62.4M
Graypoint LLC 4.50% Add +6.4% 184,438 $62.2M
Alliancebernstein L.P. 0.02% Add +0.3% 184,363 $62.1M
Rwa Wealth Partners, LLC 0.83% Add +16.9% 183,147 $61.7M
J.Safra Asset Management Corp 6.95% Add +170.6% 182,230 $61.4M
Pinnacle Financial Partners Inc 1.30% Add +13.9% 178,134 $60.0M
Waverly Advisors, LLC 1.41% Add +2.2% 177,582 $59.9M
SVB Wealth LLC 1.32% Reduce -27.7% 175,306 $59.1M
Ascent Wealth Partners, LLC 8.69% Reduce -0.3% 173,587 $58.5M
Bridges Investment Management Inc. 1.81% Reduce -1.2% 171,949 $58.0M
Kestra Advisory Services, LLC 0.36% Add +9.0% 161,133 $54.3M
NorthCoast Asset Management LLC 0.68% New 158,695 $53.5M
FSA Wealth Management LLC 23.23% Reduce -0.4% 158,377 $53.4M
Pathstone Holdings, LLC 0.25% Add +1.8% 158,185 $53.3M
Brown Advisory Inc. 0.07% Reduce -42.3% 155,713 $52.5M
Capital Advisors, Ltd. LLC 6.69% Add +0.0% 152,154 $51.3M
Covenant Partners, LLC 14.76% Add +80.2% 150,211 $50.6M
CW Advisors, LLC 0.86% Reduce -5.6% 148,289 $50.0M
Lido Advisors, LLC 0.44% Add +4.0% 146,568 $49.4M
Allianz Asset Management GmbH 0.08% Add +0.8% 142,250 $47.9M
Rodgers & Associates, LTD 6.06% Reduce -6.5% 140,052 $47.2M
Avantax Advisory Services, Inc. 0.41% Add +115.5% 138,084 $46.5M
Allworth Financial LP 0.33% Reduce -0.4% 137,798 $46.4M
Cambridge Investment Research Advisors, Inc. 0.18% Add +5.3% 137,351 $46.3M
RTD Financial Advisors, Inc. 6.19% Reduce -1.8% 136,624 $46.0M
AMG National Trust Bank 1.34% Add +0.1% 136,094 $45.9M
Nadler Financial Group, Inc. 5.62% Reduce -1.2% 135,246 $45.6M
Avidian Wealth Enterprises, LLC 2.41% Reduce -3.8% 133,882 $45.1M
One Capital Management, LLC 1.63% Reduce -1.1% 133,234 $44.9M
Cynosure Group, LLC 8.06% Add +0.6% 133,219 $44.9M
Flaharty Asset Management, LLC 6.63% Reduce -15.8% 132,459 $44.6M
Lwmg, LLC 10.29% Reduce -0.0% 132,236 $44.6M
Berkshire Money Management, Inc. 5.34% Reduce -2.2% 131,367 $44.3M
NorthRock Partners, LLC 1.68% Reduce -4.3% 129,513 $43.7M
TD Private Client Wealth LLC 1.42% Reduce -9.5% 128,138 $43.2M
Deutsche Bank AG 0.02% Add +0.7% 125,631 $42.3M
Marquette Asset Management, LLC 7.31% Reduce -0.6% 125,067 $42.2M
Portfolio Strategies, Inc. 2.85% Add +31.1% 124,677 $42.0M
Paulson Wealth Management Inc. 12.28% Add +5.2% 123,938 $41.8M
Robertson Stephens Wealth Management, LLC 2.29% Add +4.8% 123,829 $41.7M
Hantz Financial Services, Inc. 0.81% Reduce -6.2% 123,676 $41.7M
First Horizon Advisors, Inc. 1.29% Reduce -7.4% 123,660 $41.7M
Summit Trail Advisors, LLC 1.06% Add +29.7% 118,530 $40.0M
NewEdge Wealth, LLC 0.88% Reduce -9.6% 120,055 $39.1M
Baron Silver Stevens Financial Advisors, LLC 7.59% Reduce -3.7% 115,546 $38.9M
Wealthspire Advisors, LLC 0.51% Reduce -2.2% 114,401 $38.6M
Lincoln National Corp. 0.60% Add +5.8% 114,353 $38.5M
Financial Counselors Inc. 0.65% Reduce -5.1% 114,310 $38.5M
Mission Wealth Management, LP 1.03% Reduce -0.7% 113,491 $38.3M
Hirtle & Co., LLC 1.89% Reduce -0.5% 112,443 $37.9M
Relyea Zuckerberg Hanson LLC 6.62% Add +2.0% 112,024 $37.8M
RMR Wealth Builders 4.55% Reduce -3.1% 111,711 $37.7M
LBJ Family Wealth Advisors, Ltd. 23.72% Add +1.0% 110,768 $37.3M
Buckingham Strategic Wealth, LLC 0.39% Add +4.6% 109,561 $36.9M
E&G Advisors, LLC 11.49% Reduce -0.5% 108,670 $36.6M
Capstone Financial Advisors, Inc. 2.44% Add +0.1% 107,577 $36.3M
Crestone Asset Management LLC 7.25% Reduce -3.9% 106,942 $36.0M
MetLife Investment Management, LLC 0.24% Add +56.0% 105,300 $35.5M
Savant Capital, LLC 0.40% Reduce -1.6% 103,886 $35.0M
EP Wealth Advisors, LLC 0.41% Reduce -1.8% 103,832 $35.0M
Badgley Phelps Wealth Managers, LLC 0.87% Reduce -14.9% 103,447 $34.9M
Sheridan Capital Management, LLC 26.14% Add +5.0% 102,898 $34.7M
Bokf, NA 0.62% Reduce -2.7% 101,498 $34.2M
Principal Financial Group Inc. 0.02% Reduce -20.3% 100,979 $34.0M
Natixis Advisors, LLC 0.08% Add +13.7% 100,299 $33.8M
Saiph Capital, LLC 15.68% Reduce -3.7% 99,995 $33.7M
Lindbrook Capital, LLC 3.15% Reduce -2.5% 99,818 $33.6M
Accredited Investors Inc. 2.14% Reduce -3.1% 98,606 $33.2M
Johnson Investment Counsel Inc. 0.36% Reduce -7.2% 98,590 $33.2M
Bluesphere Advisors LLC 18.33% Add +1.6% 98,176 $33.1M
Kestra Private Wealth Services, LLC 0.73% Add +10.8% 95,955 $32.3M
CX Institutional 1.53% Add +62.7% 93,939 $31.7M
Avantax Planning Partners, Inc. 1.02% Reduce -13.4% 93,451 $31.5M
Parkside Financial Bank & Trust 5.06% Reduce -2.1% 93,280 $31.4M
Jmac Enterprises LLC 5.78% Add +6.9% 92,287 $31.1M
United Capital Financial Advisors, LLC 0.26% Reduce -8.0% 92,040 $31.0M
Simmons Bank 2.31% Reduce -1.8% 91,154 $30.7M
BTC Capital Management, Inc. 2.80% — 90,888 $30.6M
Old National Bancorp 0.72% Reduce -0.3% 90,586 $30.5M
Woodard & Co. Asset Management Group Inc. 8.03% Add +0.3% 89,273 $30.1M
Cwm, LLC 0.14% Add +13.6% 88,263 $29.7M
Brighton Jones LLC 1.07% Add +2.6% 88,136 $29.7M
JFS Wealth Advisors, LLC 2.34% Add +16.7% 87,572 $29.5M
Fulton Bank, N.A. 1.21% Reduce -0.9% 87,329 $29.4M
Oppenheimer & Co. Inc. 0.49% Add +6.8% 87,162 $29.4M
Montecito Bank & Trust 5.82% Reduce -3.4% 86,318 $29.1M
SG Americas Securities, LLC 0.15% New 85,752 $28.9M
Marshall Wace, LLP 0.05% New 83,968 $28.3M
Quadrature Capital Ltd 0.48% New 83,100 $28.0M
Integrated Investment Consultants, LLC 7.57% Reduce -2.2% 81,578 $27.5M
Black Swift Group, LLC 6.99% Reduce -4.9% 80,849 $27.3M
BW Gestao de Investimentos Ltda. 2.43% Reduce -10.3% 80,220 $27.0M
XML Financial, LLC 2.75% Reduce -0.9% 79,623 $26.8M
Corundum Group, Inc. 12.84% Reduce -0.4% 78,958 $26.6M
Boulder Wealth Advisors, LLC 16.41% — 78,611 $26.5M
Whitegate Investment Counselors, Inc. 7.46% Add +0.1% 78,581 $26.5M
Country Club Bank 1.84% Reduce -2.5% 77,233 $26.0M
Ullmann Wealth Partners Group, LLC 3.86% Add +0.0% 77,046 $26.0M
PFW Advisors LLC 7.81% Reduce -6.7% 75,847 $25.6M
Polen Capital Management LLC 0.06% Reduce -81.8% 75,786 $25.5M
Highland Capital Management, LLC 1.47% Reduce -2.3% 75,663 $25.5M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -14.3% 73,547 $24.8M
Sanchez Wealth Management Group 8.30% Reduce -0.4% 72,678 $24.5M
Mill Creek Capital Advisors, LLC 0.66% Reduce -0.0% 71,994 $24.3M
Carolinas Wealth Consulting LLC 4.69% Reduce -1.2% 70,575 $23.8M
Jasper Ridge Partners, L.P. 0.74% No change 69,729 $23.5M
Legacy Edge Advisors, LLC 4.88% Reduce -12.0% 69,467 $23.4M
Sowell Financial Services LLC 1.08% Reduce -5.8% 68,174 $23.0M
Ellenbecker Investment Group 4.82% Add +5.5% 67,978 $22.9M
Wellspring Financial Advisors, LLC 3.57% Reduce -0.5% 67,096 $22.6M
Tsfg, LLC 5.68% Reduce -6.2% 66,850 $22.5M
Capital Advisors Wealth Management, LLC 4.65% Add +15.1% 66,553 $22.4M
Raymond James Trust N.A. 0.54% Reduce -5.3% 65,788 $22.2M
Callan Family Office, LLC 5.13% Add +21.4% 64,861 $21.9M
Capital Planning Advisors, LLC 3.81% Reduce -3.2% 64,390 $21.7M
Edge Capital Group, LLC 1.08% Add +4.6% 64,148 $21.6M
First Citizens Bank & Trust Co. 0.41% Add +9.4% 63,986 $21.6M
Fifth Third Securities, Inc. 2.08% Add +0.9% 63,727 $21.5M
Nwam LLC 1.71% Reduce -1.9% 62,794 $21.1M
OneDigital Investment Advisors LLC 0.33% Add +72.8% 62,517 $21.1M
Atria Wealth Solutions, Inc. 0.24% Reduce -1.9% 62,333 $21.0M
Strategic Point Investment Advisors, LLC 3.81% Add +142.3% 62,275 $21.0M
Haverford Trust Co 0.22% Reduce -1.2% 61,815 $20.8M
HB Wealth Management, LLC 0.26% Add +0.8% 60,337 $20.3M
Freestone Capital Holdings, LLC 0.76% Add +6.9% 60,333 $20.3M
SlateStone Wealth, LLC 2.04% Reduce -0.7% 60,270 $20.3M
Condor Capital Management 1.97% Add +2.0% 59,667 $20.1M
Summit Wealth Partners, LLC 4.26% Reduce -2.7% 59,253 $20.0M
Ashton Thomas Private Wealth, LLC 1.14% Add +7.9% 59,141 $19.9M
DT Investment Partners, LLC 2.02% Add +4.4% 59,112 $19.9M
Ballentine Partners, LLC 0.38% Reduce -0.9% 58,747 $19.8M
Evercore Wealth Management, LLC 0.31% Reduce -7.7% 58,608 $19.8M
Global Retirement Partners, LLC 0.73% Add +5.6% 58,267 $19.6M
Retirement Income Solutions, Inc. 4.28% Reduce -0.2% 56,022 $18.9M
Visionary Wealth Advisors 1.27% Reduce -0.9% 55,827 $18.8M
VAUGHAN & Co SECURITIES, INC. 11.96% Reduce -0.6% 55,746 $18.8M
Blodgett Wealth Advisors, LLC 17.02% Add +0.5% 55,739 $18.8M
McKinley Carter Wealth Services, Inc. 1.25% Reduce -0.9% 55,609 $18.7M
Smith, Moore & Co. 1.98% Add +13.6% 55,225 $18.6M
GHP Investment Advisors, Inc. 0.92% Reduce -0.5% 54,971 $18.5M
Proathlete Wealth Management LLC 9.82% Add +5.6% 54,780 $18.5M
SMI Advisory Services, LLC 5.17% Reduce -48.4% 54,936 $18.4M
Occidental Asset Management, LLC 3.43% Reduce -0.5% 54,512 $18.4M
SageView Advisory Group, LLC 0.92% Add +2726.4% 169,922 $18.3M
Sunburst Financial Group, LLC 5.05% Reduce -0.2% 52,975 $17.8M
Roble, Belko & Company, Inc 3.06% No change 52,880 $17.8M
Ameritas Advisory Services, LLC 0.73% Add +17.3% 54,283 $17.7M
Fidelis Capital Partners, LLC 2.69% Add +188.2% 52,466 $17.7M
Spire Wealth Management 0.32% Add +0.4% 52,431 $17.7M
Keel Point, LLC 1.81% Add +1.9% 52,049 $17.5M
STAR Financial Bank 14.97% Reduce -1.2% 51,993 $17.5M
Fermata Advisors, LLC 3.87% Add +23.6% 50,974 $17.2M
UMB Bank, n.a. 0.27% Reduce -1.2% 50,860 $17.1M
Tradition Wealth Management, LLC 1.70% New 49,717 $16.8M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -10.3% 49,382 $16.6M
First Foundation Advisors 0.66% Add +143.4% 49,166 $16.6M
Winthrop Advisory Group LLC 2.39% Add +249.9% 49,049 $16.5M
Dorsey & Whitney Trust CO LLC 1.13% Reduce -4.3% 49,010 $16.5M
Mather Group, Llc. 0.26% Reduce -2.9% 54,065 $16.4M
FDx Advisors, Inc. 2.47% Reduce -13.7% 48,305 $16.3M
Park Avenue Securities LLC 0.21% Reduce -13.5% 47,998 $16.2M
Bradley Foster & Sargent Inc. 0.29% Reduce -0.3% 47,359 $16.0M
Curtis Advisory Group, LLC 6.18% Add +56.1% 47,351 $16.0M
Simplicity Wealth,LLC 0.37% Add +346.4% 46,471 $15.7M
Platte River Wealth Advisors, LLC 4.45% Add +17.4% 46,283 $15.6M
Etfidea, LLC 5.29% Add +0.2% 46,071 $15.5M
Westshore Wealth, LLC 6.46% Add +3.1% 45,968 $15.5M
Montag A & Associates Inc. 0.77% Add +4.1% 45,705 $15.4M
O'Brien Wealth Partners LLC 3.54% Reduce -1.2% 45,464 $15.3M
Crescent Grove Advisors, LLC 1.57% Reduce -5.3% 44,600 $15.0M
Altus Wealth Group LLC 7.44% Reduce -7.0% 44,022 $14.8M
Stillwater Capital Advisors, LLC 2.16% Reduce -1.5% 43,246 $14.6M
RFG Advisory, LLC 0.49% Reduce -1.2% 42,608 $14.4M
Cooksen Wealth, LLC 14.91% Add +2.4% 42,524 $14.3M
HBK Sorce Advisory LLC 0.50% Add +1.2% 42,098 $14.2M
Great Valley Advisor Group, Inc. 0.43% Add +1.0% 41,937 $14.1M
Schneider Downs Wealth Management Advisors, LP 3.24% Reduce -2.2% 41,746 $14.1M
Sonata Capital Group Inc. 6.34% Add +5.0% 41,313 $13.9M
Advisor OS, LLC 1.60% Add +7.0% 41,302 $13.9M
Nottingham Advisors, Inc. 1.70% Reduce -8.4% 41,106 $13.9M
Compass Financial Group, Inc. 7.34% Add +0.2% 40,869 $13.8M
PFG Investments, LLC 0.83% Add +1713.3% 40,781 $13.7M
BTG Pactual Global Asset Management Ltd 4.38% New 43,280 $13.7M
Nvest Financial, LLC 9.14% Add +3.8% 40,698 $13.7M
Dakota Wealth Management 0.34% Reduce -6.1% 40,398 $13.6M
Choate Investment Advisors 0.36% Reduce -0.6% 39,694 $13.4M
Vantagepoint Investment Advisers LLC 2.19% Reduce -47.2% 39,315 $13.3M
Brickley Wealth Management 3.01% Reduce -1.4% 38,998 $13.1M
Whittier Trust Co. 0.19% Add +24.2% 38,797 $13.1M
MJP Associates Inc. 2.83% Add +20.3% 38,604 $13.0M
Curi Capital, LLC 0.30% Reduce -0.2% 38,487 $13.0M
Investment Partners, LTD. 5.79% Reduce -3.5% 37,876 $12.8M
National Bank of Canada 0.02% Reduce -17.8% 37,903 $12.7M
American Century Companies Inc. 0.01% Reduce -27.5% 37,457 $12.6M
Stratos Wealth Partners, LTD. 0.21% Reduce -1.5% 37,414 $12.6M
Vanguard Group Inc. 0.00% Reduce -4.0% 36,845 $12.4M
Consolidated Portfolio Review Corp 3.25% Reduce -6.2% 36,827 $12.4M
One Wealth Advisors, LLC 2.14% Reduce -8.3% 36,480 $12.3M
Intrepid Financial Planning Group LLC 5.31% Add +0.2% 36,479 $12.3M
Clear Harbor Asset Management, LLC 1.08% Add +0.7% 36,323 $12.2M
Rhumbline Advisers 0.01% Add +16.7% 36,200 $12.2M
Brand Asset Management Group, Inc. 5.24% Reduce -1.7% 36,157 $12.2M
FMA Wealth Management, LLC 10.07% Reduce -0.5% 36,070 $12.2M
Cary Street Partners Investment Advisory LLC 0.51% Add +12.4% 35,751 $12.0M
Clayton Financial Group LLC 5.46% Add +2.9% 35,589 $12.0M
Schroder Investment Management Group 0.01% New 35,550 $12.0M
West Bancorporation Inc. 7.74% Reduce -3.0% 34,922 $11.8M
Prime Capital Investment Advisors, LLC 0.16% Add +88.5% 34,416 $11.6M
Accretive Wealth Partners, LLC 5.11% Add +4.1% 34,872 $11.6M
Sei Investments Co. 0.02% Add +38.4% 34,105 $11.5M
JMG Financial Group, Ltd. 0.43% Reduce -5.0% 33,534 $11.3M
Franklin Resources Inc. 0.00% Reduce -10.3% 32,951 $11.1M
Certuity, LLC 0.98% Add +0.1% 32,939 $11.1M
Regent Peak Wealth Advisors LLC 2.80% Reduce -9.6% 32,671 $11.0M
Petix & Botte Co 2.73% Add +585.7% 32,665 $11.0M
Denver Wealth Management, Inc. 5.60% Add +58.3% 32,523 $11.0M
Jennison Associates LLC 0.01% Reduce -22.9% 32,374 $10.9M
Financial Engines Advisors L.L.C. 0.02% Reduce -32.4% 32,123 $10.8M
Wilmington Savings Fund Society, FSB 0.41% — 32,076 $10.8M
Pointe Capital Management LLC 6.58% Add +9.7% 31,934 $10.8M
Loomis Sayles & Co. L P 0.02% Add +27.4% 31,776 $10.7M
GM Advisory Group, LLC 0.75% Add +0.0% 31,546 $10.6M
Prospera Financial Services Inc 0.32% Add +4.5% 31,498 $10.6M
Prudential PLC 0.09% Reduce -35.7% 31,213 $10.5M
Narwhal Capital Management 1.02% Add +9.4% 31,003 $10.4M
Sage Financial Group Inc. 0.94% Reduce -0.3% 30,955 $10.4M
Valeo Financial Advisors, LLC 0.37% Reduce -1.4% 32,053 $10.4M
Breakwater Capital Group 2.58% Reduce -0.7% 30,474 $10.3M
Topel & Distasi Wealth Management, LLC 4.51% Reduce -3.9% 30,283 $10.2M
Connecticut Wealth Management, LLC 0.53% Reduce -1.0% 29,374 $9.9M
O'shaughnessy Asset Management, LLC 0.11% Add +28.1% 29,248 $9.9M
Procyon Advisors, LLC 0.76% Reduce -44.0% 29,215 $9.8M
IMS Capital Management 4.58% Add +3.5% 29,204 $9.8M
IHT Wealth Management, LLC 0.39% Add +4.6% 29,075 $9.8M
White Lighthouse Investment Management Inc. 1.97% Reduce -7.3% 28,793 $9.7M
Highland Financial Advisors, LLC 3.88% No change 28,768 $9.7M
T. Rowe Price Associates Inc. 0.00% Reduce -1.0% 28,477 $9.6M
Cliftonlarsonallen Wealth Advisors, LLC 0.22% Reduce -6.6% 28,352 $9.6M
Halpern Financial, Inc. 2.77% Reduce -0.1% 28,539 $9.6M
Bleakley Financial Group, LLC 0.28% Reduce -2.2% 28,220 $9.5M
US Financial Advisors, LLC 3.29% Add +0.6% 28,200 $9.5M
Tobias Financial Advisors, Inc. 2.15% Reduce -2.5% 28,165 $9.5M
Busey Bank 0.34% Reduce -1.8% 28,156 $9.5M
Flputnam Investment Management Co. 0.20% Add +0.5% 28,156 $9.5M
Argent Trust Co 0.43% Reduce -0.0% 28,118 $9.5M
Oldfather Financial Services, LLC 3.89% Reduce -2.0% 28,020 $9.4M
Hardy Reed LLC 1.17% No change 27,924 $9.4M
FLC Capital Advisors 2.37% Reduce -2.0% 27,853 $9.4M
Bessemer Group Inc. 0.02% Reduce -3.4% 27,708 $9.3M
Truepoint, Inc. 0.26% Reduce -2.1% 27,653 $9.3M
Twin Focus Capital Partners, LLC 1.77% No change 27,648 $9.3M
Private Portfolio Partners LLC 1.94% Reduce -0.8% 27,625 $9.3M
Meritage Portfolio Management 0.59% Reduce -0.1% 27,552 $9.3M
American Institute for Advanced Investment Management, LLP 7.32% Reduce -2.6% 27,473 $9.3M
Paragon Financial Partners, Inc. 7.42% Reduce -1.1% 26,729 $9.0M
Copperwynd Financial, LLC 3.22% Add +3.6% 26,538 $8.9M
Central Valley Advisors, LLC 4.62% Reduce -5.5% 26,509 $8.9M
Sapient Capital LLC 0.20% Reduce -0.3% 26,325 $8.9M
Affiance Financial, LLC 2.40% Add +6.6% 26,320 $8.9M
Arbor Investment Advisors, LLC 1.29% Reduce -0.3% 26,089 $8.8M
Bryn Mawr Trust Advisors, LLC 0.50% Reduce -17.5% 26,019 $8.8M
Heck Capital Advisors, LLC 1.34% Add +11.9% 26,000 $8.8M
Integrated Wealth Concepts LLC 0.13% Add +5.6% 25,926 $8.7M
Nikulski Financial, Inc. 2.87% Add +0.9% 25,653 $8.6M
Ballast, Inc. 2.73% Reduce -0.6% 25,635 $8.6M
Pettinga Financial Advisors LLC 2.19% Reduce -6.7% 25,456 $8.6M
Fifth Third Wealth Advisors LLC 1.32% Add +226.2% 25,228 $8.5M
Allen Investment Management, LLC 0.11% No change 25,154 $8.5M
Atria Investments, Inc 0.12% Reduce -10.2% 25,086 $8.5M
Gilliland Jeter Wealth Management LLC 2.94% Add +0.1% 25,042 $8.4M
Eukles Asset Management 3.67% Reduce -1.8% 25,021 $8.4M
Walled Lake Planning & Wealth Management, LLC 3.46% Reduce -0.0% 25,018 $8.4M
Venture Visionary Partners LLC 0.40% Reduce -3.1% 24,987 $8.4M
Red Cedar Investment Management, LLC 1.04% Reduce -3.4% 24,652 $8.3M
Atticus Wealth Management, LLC 2.72% Add +1037.0% 24,638 $8.3M
Coldstream Capital Management Inc. 0.21% Reduce -3.9% 24,628 $8.3M
Paladin Advisory Group, LLC 6.53% Reduce -1.8% 24,514 $8.3M
Pitcairn Co. 0.53% Reduce -11.2% 24,309 $8.2M
ARK & TLK Investments, LLC 3.19% Add +0.0% 24,225 $8.2M
Conning Inc. 0.28% No change 24,087 $8.1M
Community Bank, N.A. 1.06% Reduce -2.3% 24,055 $8.1M
Brown Brothers Harriman & Co. 0.06% Reduce -0.5% 23,957 $8.1M
Watts Gwilliam & Co., LLC 2.49% — 23,828 $8.1M
Diversified Trust Co. 0.24% Add +1.2% 23,693 $8.0M
Unionview, LLC 6.59% Add +1.6% 23,640 $8.0M
American State Bank (Iowa) 5.34% Reduce -7.0% 23,605 $8.0M
SOA Wealth Advisors, LLC. 1.64% Reduce -0.5% 23,498 $7.9M
Holistic Financial Partners 4.02% Reduce -0.4% 23,456 $7.9M
Pacific Sage Partners, LLC 2.04% Reduce -4.8% 23,388 $7.9M
Quent Capital, LLC 0.92% Reduce -2.9% 23,316 $7.9M
Snowden Capital Advisors LLC 0.25% Add +6.4% 23,252 $7.8M
Cresta Advisors, Ltd. 4.94% Reduce -0.3% 23,106 $7.8M
Epiq Partners, LLC 5.22% Add +2.2% 23,030 $7.8M
Axxcess Wealth Management, LLC 0.22% Add +3.1% 22,899 $7.7M
Linscomb Wealth, Inc. 0.40% Reduce -2.5% 22,896 $7.7M
Rothschild Investment LLC 0.56% Reduce -2.3% 22,764 $7.7M
Ancora Advisors LLC 0.18% Reduce -0.7% 22,706 $7.7M
Patten Group, Inc. 1.87% Add +1.7% 22,553 $7.6M
Berkshire Asset Management LLC 0.40% Reduce -11.4% 22,502 $7.6M
AlTi Global, Inc. 0.21% Reduce -0.5% 22,485 $7.6M
NTV Asset Management LLC 1.15% Add +8.7% 22,475 $7.6M
City Holding Co. 1.14% Reduce -2.7% 22,471 $7.6M
Global Strategic Investment Solutions, LLC 0.88% Add +3.2% 22,403 $7.6M
Total Clarity Wealth Management, Inc. 2.61% Add +5.6% 22,311 $7.5M
Oarsman Capital, Inc. 1.76% Add +22.7% 21,910 $7.4M
Saxon Interests, Inc. 3.52% Reduce -0.6% 21,880 $7.4M
Ruggaard & Associates LLC 3.45% Add +0.1% 21,502 $7.2M
Grove Bank & Trust 1.21% No change 21,364 $7.2M
Sepio Capital, LP 0.61% Reduce -23.9% 21,186 $7.1M
CENTRAL TRUST Co 0.18% Reduce -1.2% 21,124 $7.1M
Aaron Wealth Advisors LLC 1.02% Add +0.0% 21,114 $7.1M
Market Street Wealth Management Advisors LLC 1.24% Reduce -1.3% 20,957 $7.1M
Gratus Capital, LLC 0.32% Reduce -2.2% 20,834 $7.0M
Gladstone Institutional Advisory LLC 0.38% Reduce -7.0% 20,770 $7.0M
Neuberger Berman Group LLC 0.01% Reduce -31.1% 20,744 $7.0M
J.W. Cole Advisors, Inc. 0.35% Add +6.1% 20,681 $7.0M
St. Louis Trust Co 1.09% Add +5.3% 20,670 $7.0M
Kraft, Davis & Associates, LLC 2.09% Reduce -15.5% 20,681 $7.0M
EPG Wealth Management LLC 1.70% Add +0.2% 20,621 $7.0M
Sound View Wealth Advisors Group, LLC 0.74% Reduce -10.9% 20,581 $6.9M
Stock Yards Bank & Trust Co. 0.23% Add +6.6% 20,436 $6.9M
Wetzel Investment Advisors, Inc. 4.01% Add +3.0% 21,097 $6.8M
Goelzer Investment Management, Inc. 0.39% Add +107.1% 20,174 $6.8M
Arete Wealth Advisors, LLC 0.63% Add +0.3% 20,135 $6.8M
Counterweight Ventures, LLC 5.45% Reduce -11.5% 20,071 $6.8M
Provenance Wealth Advisors, LLC 0.95% Add +2.1% 20,061 $6.8M
BluePointe Capital Management, LLC 4.64% Add +6.5% 20,059 $6.8M
Northstar Group, Inc. 1.38% Reduce -0.3% 20,043 $6.8M
1900 Wealth Management LLC 0.61% Reduce -0.8% 19,924 $6.7M
Nicolet Bankshares Inc. 1.39% Add +0.2% 19,863 $6.7M
Landaas & Co. /Wi 2.18% Add +1.2% 19,842 $6.7M
Ethos Financial Group, LLC 1.28% New 19,814 $6.7M
Western Wealth Management, LLC 0.52% Add +97.8% 19,766 $6.7M
Lowe Brockenbrough & Co. Inc. 0.45% Reduce -4.5% 19,675 $6.6M
Colorado Capital Management, Inc. 3.80% Reduce -1.5% 19,200 $6.6M
Smith & Howard Wealth Management, LLC 2.02% Reduce -6.7% 19,423 $6.5M
Chicago Wealth Management, Inc. 3.88% Add +2.1% 19,386 $6.5M
Garde Capital, Inc. 0.46% Reduce -1.1% 19,361 $6.5M
Willis Johnson & Associates, Inc. 0.57% Add +2.5% 19,333 $6.5M
Cornerstone Advisory, LLC 0.93% Add +2.7% 19,268 $6.5M
Parallel Advisors, LLC 0.18% Reduce -5.9% 19,202 $6.5M
Mutual Advisors, LLC 0.21% Add +2.2% 19,160 $6.5M
Next Level Private LLC 2.96% Reduce -2.1% 19,152 $6.5M
Breed's Hill Capital LLC 5.94% No change 19,151 $6.5M
Apollon Wealth Management, LLC 0.20% Add +10.0% 19,122 $6.4M
First Western Trust Bank 0.29% Reduce -1.7% 19,120 $6.4M
Forvis Mazars Wealth Advisors, LLC 0.16% Add +7.7% 19,116 $6.4M
Dixon Fnancial Services, Inc. 3.56% No change 19,070 $6.4M
Beam Wealth Advisors, Inc. 3.86% Reduce -0.4% 19,041 $6.4M
CFM Wealth Partners LLC 1.29% Reduce -0.0% 19,030 $6.4M
TFO Wealth Partners, LLC 1.24% Reduce -6.7% 18,918 $6.4M
Stage Harbor Financial, LLC 5.74% No change 18,713 $6.3M
Harbour Capital Advisors, LLC 1.56% Reduce -0.8% 18,877 $6.3M
Peapack Gladstone Financial Corp. 0.10% Reduce -2.9% 18,635 $6.3M
Alesco Advisors, LLC, An ESL Co 0.21% Reduce -0.4% 18,584 $6.3M
Oppenheimer Asset Management Inc. 0.09% Reduce -68.7% 18,527 $6.2M
Claro Advisors Inc. 1.07% Add +1157.8% 18,250 $6.2M
Tolleson Wealth Management, Inc. 1.20% Reduce -1.7% 18,207 $6.1M
BCGM Wealth Management, LLC 2.19% Add +1351.3% 18,127 $6.1M
Rebalance, LLC 0.50% Add +2.1% 18,119 $6.1M
Forum Financial Management, LP 0.10% Reduce -7.3% 18,077 $6.1M
Mycio Wealth Partners, LLC 1.54% Reduce -4.7% 18,074 $6.1M
Quantum Portfolio Management LLC 3.41% Reduce -0.1% 17,805 $6.0M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +9.4% 17,798 $6.0M
Kingsview Wealth Management, LLC 0.15% Add +2.9% 17,797 $6.0M
Summit Financial, LLC 0.36% Add +8.1% 17,787 $6.0M
CJM Wealth Advisers, Ltd. 2.25% Add +3.4% 17,635 $5.9M
Objectivity Squared, LLC 5.20% Add +5.3% 17,800 $5.9M
Apexium Financial, LP 0.45% Reduce -39.9% 17,442 $5.9M
Dynamic Advisor Solutions LLC 0.20% Add +0.4% 17,432 $5.9M
DHJJ Financial Advisors, Ltd. 2.60% Reduce -1.0% 17,409 $5.9M
OMNI 360 Wealth, Inc. 4.82% Add +1.2% 17,300 $5.8M
FineMark National Bank & Trust 0.22% Reduce -20.4% 17,268 $5.8M
RPg Family Wealth Advisory, LLC 1.84% Add +4.2% 17,262 $5.8M
Boston Financial Mangement LLC 0.18% Reduce -6.4% 17,224 $5.8M
Financial Advisors, LLC 1.20% Reduce -1.4% 17,161 $5.8M
Indiana Trust & Investment Management Co 2.33% No change 17,136 $5.8M
Three Bridge Wealth Advisors, LLC 2.27% Add +0.9% 17,110 $5.8M
Perigon Wealth Management, LLC 0.17% Add +12.2% 17,076 $5.8M
Pinnacle Associates Ltd. 0.09% Add +1.2% 17,061 $5.8M
Next Capital Management LLC 2.32% Add +0.3% 16,955 $5.7M
Matrix Asset Advisors Inc. 0.68% Add +9.5% 16,753 $5.6M
Dimension Capital Management LLC 1.12% Add +11.3% 16,679 $5.6M
Opes Wealth Management LLC 1.30% Add +0.0% 16,675 $5.6M
Cornerstone Wealth Advisors, Inc. 1.73% Reduce -8.3% 16,645 $5.6M
Brookstone Capital Management 0.10% Reduce -1.6% 16,496 $5.6M
IFG Advisory, LLC 0.41% Add +1.4% 16,469 $5.6M
Mathes Company, Inc. 2.08% No change 16,350 $5.5M
Tanglewood Legacy Advisors, LLC 2.69% Reduce -0.7% 16,183 $5.5M
New York State Common Retirement Fund 0.01% New 16,100 $5.4M
Stratos Wealth Advisors, LLC 0.32% Add +17.4% 15,922 $5.4M
Advisory Resource Group 1.23% Reduce -1.1% 15,895 $5.4M
New England Private Wealth Advisors LLC 0.94% Add +0.1% 15,893 $5.4M
Millennium Management 0.00% Reduce -45.4% 15,836 $5.3M
Avity Investment Management Inc. 0.44% Reduce -7.2% 15,740 $5.3M
True North Advisors, LLC 1.45% Reduce -6.7% 15,610 $5.3M
Canal Capital Management, LLC 0.87% Add +0.1% 15,421 $5.2M
Cornerstone Planning Group LLC 1.60% Add +5.3% 15,480 $5.1M
Ellis Investment Partners, LLC 1.11% Reduce -0.6% 15,125 $5.1M
Partnership Wealth Management, LLC 3.57% Add +0.5% 15,096 $5.1M
Osborne Partners Capital Management, LLC 0.31% Reduce -0.2% 14,935 $5.0M
PAX Financial Group, LLC 1.01% Reduce -5.7% 14,896 $5.0M
Advisory Services Network, LLC 0.11% Add +1.1% 14,879 $5.0M
Flagstar Securities, Inc. 1.39% Add +1.8% 14,863 $5.0M
Lowery Thomas, LLC 3.83% Add +0.1% 14,847 $5.0M
JSF Financial, LLC 1.55% Reduce -1.4% 14,672 $4.9M
B. Riley Wealth Advisors, Inc. 0.13% Reduce -2.1% 18,433 $4.9M
Arkadios Wealth Advisors 0.38% Add +0.8% 14,431 $4.9M
Cornerstone Advisors Asset Management, LLC 1.71% Reduce -0.1% 14,389 $4.8M
Rehmann Capital Advisory Group 0.36% Reduce -22.0% 14,358 $4.8M
CreativeOne Wealth, LLC 0.19% Add +49.2% 14,349 $4.8M
Pegasus Partners Ltd. 0.51% Reduce -0.5% 14,290 $4.8M
Macquarie Group Ltd. 0.01% Add +479.0% 14,215 $4.8M
Waterway Wealth Management, LLC 2.10% Reduce -9.2% 14,174 $4.8M
Dentgroup LLC 3.92% Add +6.1% 14,035 $4.7M
Monetary Management Group Inc. 1.30% Add +4.0% 13,891 $4.7M
Laird Norton Wetherby Wealth Management, LLC 0.22% Reduce -0.2% 13,841 $4.7M
Focus Partners Advisor Solutions, LLC 0.13% Add +306.6% 13,837 $4.7M
Bison Wealth, LLC 0.75% Add +1.2% 13,689 $4.6M
Farther Finance Advisors, LLC 0.28% Add +40.1% 13,610 $4.6M
Embree Financial Group 0.90% Add +109.8% 13,567 $4.6M
Strategic Family Wealth Counselors, L.L.C. 1.80% Add +1.9% 13,539 $4.6M
Widmann Financial Services, Inc. 3.83% Reduce -1.5% 13,536 $4.6M
Verum Partners LLC 1.62% Reduce -8.3% 13,518 $4.6M
1834 Investment Advisors Co. 0.54% Reduce -2.1% 13,493 $4.5M
Legal & General Group Plc 0.00% Reduce -39.9% 13,477 $4.5M
Hilltop Holdings Inc. 0.50% Add +45.6% 13,458 $4.5M
Lanark Financial, Inc. 0.42% Reduce -1.4% 13,427 $4.5M
Composition Wealth, LLC 0.11% Add +4.0% 13,406 $4.5M
Zuckerman Investment Group, LLC 0.52% Add +4.1% 13,381 $4.5M
CPC Advisors, LLC 0.77% Reduce -0.3% 13,352 $4.5M
Amplius Wealth Advisors, LLC 0.50% Reduce -3.1% 13,340 $4.5M
Redhawk Wealth Advisors, Inc. 0.73% Reduce -53.8% 13,284 $4.5M
Sigma Planning Corp 0.14% Add +269.1% 13,236 $4.5M
Alta Wealth Advisors LLC 2.26% Reduce -0.7% 13,206 $4.5M
McAdam, LLC 0.28% Reduce -4.2% 13,140 $4.4M
Verdence Capital Advisors LLC 0.40% Add +0.2% 13,082 $4.4M
Harbor Investment Advisory, LLC 0.46% Reduce -0.5% 13,052 $4.4M
Concord Investment Counsel Inc. 1.59% — 13,032 $4.4M
Cadence Bank 0.32% Reduce -1.4% 12,986 $4.4M
MidAtlantic Capital Management, Inc. 3.83% No change 12,956 $4.4M
Legacy Trust 1.08% No change 12,871 $4.3M
Essex Financial Services, Inc. 0.40% Add +3.8% 12,855 $4.3M
Eldridge Investment Advisors, Inc. 1.09% Reduce -8.8% 12,619 $4.3M
NovaPoint Capital, LLC 1.49% Reduce -0.1% 12,607 $4.2M
Prosperity Consulting Group, LLC 0.53% Add +99.9% 12,500 $4.2M
Affinity Capital Advisors, LLC 0.93% No change 12,443 $4.2M
Fiduciary Trust Co 0.06% Reduce -0.8% 12,394 $4.2M
Icon Wealth Advisors, LLC 0.39% Reduce -1.3% 12,372 $4.2M
Cassaday & Co Wealth Management LLC 0.14% Add +8.7% 12,370 $4.2M
Hall Kathryn A. 0.96% No change 12,330 $4.2M
Valley Forge Investment Consultants Inc. Adv 1.62% Reduce -14.8% 12,314 $4.2M
Great Lakes Advisors, LLC 0.04% Reduce -14.8% 12,289 $4.1M
AdvisorNet Financial, Inc 0.40% Reduce -0.5% 12,287 $4.1M
Marshall Financial Group Inc. 1.36% Reduce -4.8% 12,284 $4.1M
Foster Dykema Cabot & Partners, LLC 0.39% Reduce -3.5% 12,270 $4.1M
Bollard Group LLC 0.13% Add +0.1% 12,260 $4.1M
ProVise Management Group, LLC 0.36% Reduce -8.2% 12,238 $4.1M
Disciplined Investments, LLC 2.24% Reduce -0.8% 12,188 $4.1M
MTM Investment Management, LLC 1.69% Reduce -1.4% 12,166 $4.1M
Valmark Advisers, Inc. 0.07% Add +0.7% 12,152 $4.1M
W Advisors, LLC 2.78% No change 12,010 $4.0M
Americana Partners, LLC 0.34% Reduce -19.3% 11,929 $4.0M
Talisman Wealth Advisors LLC 5.02% Add +23.9% 11,841 $4.0M
Stevens Capital Partners 2.36% Add +1.3% 11,769 $4.0M
Mechanics Bank Trust Department 0.58% Add +1.5% 11,764 $4.0M
Clearstead Advisors, LLC 0.20% Reduce -7.2% 11,759 $4.0M
Amundi 0.00% Reduce -64.1% 11,729 $4.0M
Sigma Investment Counselors Inc. 0.25% Add +1.4% 11,726 $4.0M
Okabena Investment Services Inc. 1.31% No change 11,701 $3.9M
Founders Financial Alliance, LLC 1.17% Reduce -0.3% 11,595 $3.9M
Associated Banc-Corp 0.12% Reduce -1.4% 11,587 $3.9M
Summit Wealth & Retirement Planning, Inc. 1.39% Reduce -0.3% 11,580 $3.9M
Paces Ferry Wealth Advisors, LLC 2.50% Add +0.1% 11,571 $3.9M
Main Street Financial Solutions, LLC 0.42% Add +6.4% 11,538 $3.9M
Wealthcare Advisory Partners LLC 0.13% Add +0.7% 11,536 $3.9M
Stonegate Investment Group, LLC 0.12% Add +2.5% 11,523 $3.9M
Marcum Wealth, LLC 0.39% Reduce -11.5% 11,517 $3.9M
Legacy Advisors, LLC 0.49% No change 11,489 $3.9M
Cornerstone Wealth Group, LLC 0.36% Add +49.7% 11,436 $3.9M
Pine Valley Investments Ltd Liability Co 0.30% Reduce -7.8% 11,359 $3.8M
Charles Schwab Investment Management Inc. 0.00% Add +24.1% 11,347 $3.8M
McCarthy Asset Management, Inc. 2.35% Reduce -0.9% 11,326 $3.8M
Pinnacle Wealth Planning Services, Inc. 0.56% Reduce -3.0% 11,286 $3.8M
Crestwood Advisors Group, LLC 0.08% Reduce -0.3% 11,143 $3.8M
Sequoia Financial Advisors, LLC 0.05% Reduce -10.5% 11,125 $3.7M
Logan Capital Management Inc. 0.16% Reduce -28.5% 11,057 $3.7M
Central Pacific Bank - Trust Division 0.49% — 11,054 $3.7M
KMG Fiduciary Partners, LLC 0.38% Reduce -3.2% 10,917 $3.7M
EverSource Wealth Advisors, LLC 0.29% Add +155.2% 11,358 $3.7M
Wharton Business Group, LLC 0.18% Reduce -0.8% 10,865 $3.7M
Noble Family Wealth, LLC 1.04% Reduce -14.3% 10,829 $3.6M
Willner & Heller, LLC 3.63% Reduce -0.1% 10,825 $3.6M
Park Place Capital Corp 1.31% Reduce -7.3% 10,812 $3.6M
GenWealth Group, Inc. 0.92% No change 10,800 $3.6M
BBR Partners, LLC 0.29% Add +10.3% 10,763 $3.6M
Atlas Brown,Inc. 1.32% Add +0.7% 10,761 $3.6M
Able Wealth Management LLC 3.14% Add +32.4% 10,686 $3.6M
Citadel Advisors 0.00% Reduce -85.7% 10,660 $3.6M
Clear Creek Financial Management, LLC 0.46% Add +31.8% 10,660 $3.6M
Integrated Advisors Network LLC 0.18% Reduce -31.3% 10,631 $3.6M
SilverOak Wealth Management LLC 0.89% Add +0.2% 10,600 $3.6M
Quantinno Capital Management LP 0.08% Add +22.5% 10,577 $3.6M
Segment Wealth Management, LLC 0.27% Add +2.0% 10,534 $3.6M
Mosaic Family Wealth Partners, LLC 0.58% Reduce -0.7% 10,509 $3.5M
AE Wealth Management LLC 0.04% Reduce -84.1% 10,506 $3.5M
Arcadia Wealth Management, LLC 2.18% Reduce -4.9% 10,488 $3.5M
Wesbanco Bank Inc. 0.13% Add +10.0% 10,460 $3.5M
Pure Financial Advisors, LLC 0.11% Reduce -1.0% 10,457 $3.5M
USAdvisors Wealth Management, LLC 1.33% Reduce -3.0% 10,394 $3.5M
Olympus Wealth Management, LLC 2.07% Add +34.8% 10,353 $3.5M
WealthShield Partners, LLC 0.56% Reduce -1.5% 10,347 $3.5M
Premier Path Wealth Partners, LLC 0.66% Reduce -38.5% 10,346 $3.5M
Capital Asset Advisory Services LLC 0.20% Add +2.5% 10,396 $3.5M
Family Capital Management, Inc. 2.42% Reduce -3.1% 10,315 $3.5M
Thompson Siegel & Walmsley LLC 0.05% No change 10,304 $3.5M
Northeast Financial Consultants Inc 0.17% No change 10,256 $3.5M
Diversified Portfolios, Inc. 0.49% Reduce -2.5% 10,253 $3.5M
Insight 2811, Inc. 1.77% Reduce -1.0% 10,244 $3.5M
Whittier Trust Co. of Nevada Inc. 0.10% No change 10,232 $3.4M
Key Financial Inc 0.88% Reduce -0.6% 10,190 $3.4M
Ami Asset Management Corp. 0.17% Reduce -93.5% 10,154 $3.4M
Hillcrest Wealth Advisors - NY, LLC 1.85% Reduce -3.3% 10,150 $3.4M
Stonebridge Capital Advisors LLC 0.31% Add +11.9% 10,120 $3.4M
Epic Trust Investment Advisors, LLC 4.19% Add +7.7% 10,091 $3.4M
Evanson Asset Management, LLC 0.25% Add +0.1% 10,066 $3.4M
Leavell Investment Management, Inc. 0.20% Reduce -3.1% 10,050 $3.4M
Fidelity D & D Bancorp Inc. 2.54% Add +8.2% 10,042 $3.4M
Apriem Advisors 0.42% No change 10,000 $3.4M
Davis R M Inc. 0.07% Add +6.7% 9,980 $3.4M
Sage Mountain Advisors LLC 0.35% No change 9,977 $3.4M
Legacy Financial Group, Inc. 1.32% Add +4.7% 9,969 $3.4M
Brightwater Advisory LLC 2.68% Add +0.3% 9,915 $3.3M
Joel Isaacson & Co., LLC 0.18% Add +31.9% 9,834 $3.3M
Xponance LLC 0.03% Reduce -49.3% 9,795 $3.3M
Blue Trust, Inc. 0.05% Reduce -27.3% 9,769 $3.3M
Spirepoint Private Client, LLC 0.50% — 9,751 $3.3M
Sierra Capital LLC 0.43% New 9,718 $3.3M
Waypoint Capital Advisors, LLC 0.85% Reduce -0.7% 9,696 $3.3M
Beirne Wealth Consulting Services, LLC 1.39% Reduce -1.4% 9,695 $3.3M
Winslow Capital Management, LLC 0.01% Reduce -59.3% 9,690 $3.3M
Chicago Partners Investment Group LLC 0.14% Add +11.2% 10,050 $3.3M
Kingswood Wealth Advisors, LLC 0.37% Add +15.4% 9,619 $3.2M
FAS Wealth Partners, Inc. 0.29% Reduce -4.3% 9,576 $3.2M
Independent Financial Group, LLC 0.15% Add +10.9% 9,553 $3.2M
Caprock Group, LLC 0.18% Add +0.0% 9,540 $3.2M
Calamos Wealth Management LLC 0.18% Reduce -2.5% 9,532 $3.2M
Corrigan Financial, Inc. 0.82% Reduce -0.8% 9,507 $3.2M
Great Waters Wealth Management 0.52% Reduce -7.5% 9,383 $3.2M
Centennial Bank 1.61% Add +78.3% 9,354 $3.2M
Meridian Management Co. 0.86% No change 9,354 $3.2M
Sendero Wealth Management, LLC 0.54% Reduce -5.2% 9,328 $3.1M
Mayport, LLC 1.20% No change 9,300 $3.1M
Wealth Dimensions Group, Ltd. 0.92% Reduce -2.5% 9,290 $3.1M
Towercrest Capital Management 0.53% Reduce -2.0% 9,278 $3.1M
Cahaba Wealth Management, Inc. 0.28% Reduce -1.4% 9,256 $3.1M
Baron Financial Group, LLC 1.92% Reduce -9.4% 9,217 $3.1M
Wealthstream Advisors, Inc. 1.17% No change 9,176 $3.1M
Aptus Capital Advisors, LLC 0.07% Add +218.6% 9,127 $3.1M
Sharkey, Howes & Javer 0.50% Reduce -8.8% 9,109 $3.1M
Custos Family Office, LLC 1.58% Reduce -5.0% 9,108 $3.1M
Mgo One Seven LLC 0.16% Reduce -6.1% 9,104 $3.1M
Leo Wealth, LLC 0.31% Reduce -0.3% 9,077 $3.1M
Private Trust Co. NA 0.33% Add +4.6% 9,059 $3.1M
Howland Capital Management LLC 0.15% No change 9,056 $3.1M
International Assets Investment Management, LLC 0.32% Add +1.4% 9,031 $3.0M
Townsquare Capital LLC 0.04% Add +10.1% 9,025 $3.0M
Jefferies Financial Group Inc. 0.07% Reduce -13.5% 9,013 $3.0M
Guidance Point Advisors, LLC 1.02% Add +58.4% 8,962 $3.0M
Belpointe Asset Management LLC 0.23% Add +72.7% 8,966 $3.0M
Quotient Wealth Partners, LLC 0.11% Reduce -2.6% 8,960 $3.0M
Flow Traders U.S. LLC 0.16% Reduce -26.2% 8,949 $3.0M
SOL Capital Management CO 0.38% Reduce -1.3% 8,905 $3.0M
Fairhaven Wealth Management, LLC 1.03% No change 8,874 $3.0M
Oxford Financial Group, LTD. LLC 0.21% Add +0.6% 8,842 $3.0M
Flagship Harbor Advisors, LLC 0.19% Add +6.1% 8,822 $3.0M
Citizens Financial Group Inc. 0.10% Add +22.1% 8,809 $3.0M
jvl associates llc 1.22% Reduce -0.6% 8,777 $3.0M
Atlantic Edge Private Wealth Management, LLC 1.02% Add +0.4% 8,767 $3.0M
Zacks Investment Management 0.03% Reduce -68.6% 8,765 $3.0M
CRA Financial Services, LLC 0.64% Add +0.6% 8,738 $2.9M
Certified Advisory Corp 0.41% Reduce -3.7% 8,736 $2.9M
Monograph Wealth Advisors, LLC 0.43% No change 8,713 $2.9M
Horan Securities, Inc. 1.38% Reduce -3.6% 8,688 $2.9M
Meridian Wealth Management, LLC 0.48% Add +0.9% 8,588 $2.9M
Total Wealth Planning, LLC 0.50% Reduce -13.7% 8,582 $2.9M
Vance Wealth, LLC 1.15% Reduce -1.0% 8,572 $2.9M
Householder Group Estate & Retirement Specialist, LLC 0.85% Add +1.9% 8,521 $2.9M
Darwin Wealth Management, LLC 0.80% Add +2.0% 8,507 $2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -23.0% 8,972 $2.9M
Capital Investment Advisors, LLC 0.07% Reduce -2.6% 8,493 $2.9M
Jackson Hole Capital Partners, LLC 0.65% Add +1.4% 8,443 $2.8M
First United Bank & Trust 1.05% Reduce -1.9% 8,430 $2.8M
Towerpoint Wealth, LLC 1.43% Reduce -3.2% 8,424 $2.8M
Jordan Park Group LLC 0.18% No change 8,308 $2.8M
Aspiriant, LLC 0.12% Reduce -0.4% 8,302 $2.8M
Etesian Wealth Advisors, Inc. 1.60% Reduce -0.5% 8,275 $2.8M
Perennial Investment Advisors, LLC 0.42% Reduce -36.1% 8,259 $2.8M
Glenview Trust Co 0.06% Add +1.3% 8,258 $2.8M
First National Trust Co 0.11% Add +11.9% 8,196 $2.8M
Integrated Capital Management, Inc. 2.25% Reduce -11.2% 8,178 $2.8M
Sax Wealth Advisors, LLC 0.32% Add +0.1% 8,171 $2.8M
Midwest Professional Planners, LTD. 0.96% Reduce -12.7% 8,153 $2.7M
Frank, Rimerman Advisors LLC 0.53% No change 8,111 $2.7M
Weaver Capital Management LLC 0.77% Reduce -2.2% 8,041 $2.7M
James J. Burns & Company, LLC 0.95% Reduce -5.3% 8,115 $2.7M
Empower Advisory Group, LLC 0.01% Add +2.0% 8,004 $2.7M
Financial Advocates Investment Management 0.16% Reduce -49.7% 9,017 $2.7M
Annex Advisory Services, LLC 0.10% Add +4.7% 7,974 $2.7M
Peddock Capital Advisors, LLC 0.70% No change 7,970 $2.7M
Zions Bancorporation, N.A. 0.20% Reduce -1.2% 7,919 $2.7M
Pacific Capital Wealth Advisors, Inc. 0.63% Reduce -1.7% 7,907 $2.7M
Quadrant Private Wealth Management, LLC 0.67% Reduce -1.4% 7,905 $2.7M
Middleton & Co. Inc. 0.31% No change 7,888 $2.7M
Cooper Financial Group 0.44% Reduce -0.2% 7,870 $2.7M
Silver Oak Securities, Incorporated 0.40% Add +93.0% 7,809 $2.6M
Radnor Capital Management, LLC 0.45% No change 7,806 $2.6M
Soltis Investment Advisors LLC 0.29% Add +3.0% 7,772 $2.6M
Glass Jacobson Investment Advisors llc 0.98% Add +1.2% 7,769 $2.6M
Summit Financial Group, Inc. 0.93% Add +5.5% 7,757 $2.6M
EWG Elevate Inc. 0.99% New 7,754 $2.6M
Chesley Taft & Associates LLC 0.13% Reduce -0.4% 7,753 $2.6M
Vista Capital Partners, Inc. 0.32% Reduce -1.6% 7,709 $2.6M
Concurrent Investment Advisors, LLC 0.10% Add +186.2% 7,641 $2.6M
Veracity Capital LLC 1.00% Reduce -11.7% 7,640 $2.6M
Sabal Trust CO 0.15% Add +13.4% 7,628 $2.6M
Moneco Advisors, LLC 0.41% Reduce -2.0% 7,602 $2.6M
Biondo Investment Advisors, LLC 0.39% Reduce -0.1% 7,577 $2.6M
Crewe Advisors LLC 0.30% Reduce -7.9% 7,545 $2.5M
Caldwell Trust Co 0.30% No change 7,529 $2.5M
Relative Value Partners Group, LLC 0.16% No change 8,144 $2.5M
Robinson Smith Wealth Advisors LLC 2.43% No change 7,490 $2.5M
QRG Capital Management, Inc. 0.03% Reduce -22.4% 7,455 $2.5M
DHK Financial Advisors, Inc. 1.78% No change 7,452 $2.5M
Kapstone Financial Advisors LLC 1.71% Reduce -0.2% 7,434 $2.5M
Regal Investment Advisors LLC 0.17% Reduce -0.7% 7,424 $2.5M
Wedbush Securities Inc. 0.09% Add +16.2% 7,401 $2.5M
Meridian Wealth Advisors, LLC 0.47% Reduce -0.5% 7,391 $2.5M
Merriman Wealth Management, LLC 0.11% Reduce -6.4% 7,353 $2.5M
Almanack Investment Partners, LLC. 0.42% Reduce -0.9% 7,353 $2.5M
Larson Financial Group LLC 0.19% Add +260.8% 7,289 $2.5M
ALM First Financial Advisors, LLC 0.68% No change 7,285 $2.5M
Stephens Consulting, LLC 0.75% No change 7,264 $2.4M
PFG Advisors 0.18% Add +15.7% 7,251 $2.4M
Element Pointe Advisors, LLC 0.62% No change 7,234 $2.4M
Global Trust Asset Management, LLC 1.00% Reduce -4.0% 7,198 $2.4M
Transcend Capital Advisors, LLC 0.19% Add +7.3% 7,177 $2.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -0.7% 7,142 $2.4M
Beaumont Financial Advisors, LLC 0.20% Add +1.1% 7,117 $2.4M
Sandy Spring Bank 0.11% Reduce -0.4% 7,110 $2.4M
Revolve Wealth Partners, LLC 0.41% Reduce -2.5% 7,101 $2.4M
Midland Wealth Advisors, LLC 0.15% Add +7.5% 7,064 $2.4M
Ramirez Asset Management, Inc. 0.48% No change 7,050 $2.4M
Foundations Investment Advisors, LLC 0.06% Reduce -6.2% 7,045 $2.4M
Cannon Financial Strategists, Inc. 0.47% Reduce -2.4% 7,020 $2.4M
Elevation Wealth Partners, LLC 1.18% Add +15.3% 6,992 $2.4M
Moss Adams Wealth Advisors LLC 0.38% Add +6.2% 6,989 $2.4M
Tilson Financial Group, Inc. 1.26% Reduce -6.6% 6,978 $2.4M
Pachira Investments Inc. 1.92% Add +16.4% 6,961 $2.3M
Harbour Investments, Inc. 0.08% Add +5.1% 6,961 $2.3M
First National Bank Sioux Falls 1.28% Reduce -0.1% 6,936 $2.3M
Stonebridge Financial Planning Group, LLC 1.23% Reduce -3.8% 6,928 $2.3M
Tarbox Family Office, Inc. 0.41% Reduce -0.0% 6,923 $2.3M
GeoWealth Management, LLC 0.09% Reduce -84.3% 6,902 $2.3M
Voya Investment Management LLC 0.00% Reduce -1.4% 6,888 $2.3M
Colony Family Offices, LLC 0.75% No change 6,846 $2.3M
Exencial Wealth Advisors, LLC 0.09% Reduce -0.0% 6,840 $2.3M
Suncoast Equity Management 0.27% No change 6,780 $2.3M
Aprio Wealth Management, LLC 0.45% Add +28.4% 6,768 $2.3M
SeaCrest Wealth Management, LLC 0.28% Add +2.5% 6,731 $2.3M
Trust Point Inc. 0.18% Reduce -1.2% 6,728 $2.3M
General Partner, Inc. 1.42% New 6,696 $2.3M
G2 Capital Management, LLC / Oh 0.72% No change 6,663 $2.2M
Hoese & Co LLP 2.05% No change 6,782 $2.2M
CGN Advisors LLC 0.28% Reduce -0.2% 6,637 $2.2M
Cannell & Spears LLC 0.05% Add +13.3% 6,612 $2.2M
Plante Moran Financial Advisors, LLC 0.24% Add +8.4% 6,609 $2.2M
Marmo Financial Group, LLC 1.36% Reduce -0.9% 6,609 $2.2M
Fisher Asset Management 0.00% Reduce -15.7% 6,603 $2.2M
Cambridge Advisors Inc. 0.52% No change 6,600 $2.2M
Maryland Capital Advisors Inc. 1.37% No change 6,543 $2.2M
Clifford Group, LLC 1.81% No change 6,518 $2.2M
Auour Investments LLC 0.81% Reduce -1.2% 6,505 $2.2M
Wescott Financial Advisory Group, LLC 0.27% Reduce -5.5% 6,484 $2.2M
Alliance Wealth Management Group 0.64% No change 6,474 $2.2M
Palisade Asset Management, LLC 0.21% No change 6,446 $2.2M
Gryphon Financial Partners LLC 0.37% Add +3.6% 6,435 $2.2M
Norris Perne & French LLP 0.16% Add +2.5% 6,416 $2.2M
Adirondack Trust Co. 0.90% Reduce -6.2% 6,384 $2.2M
Essex Bank 0.62% No change 7,046 $2.1M
Clarius Group, LLC 0.15% Reduce -0.7% 6,332 $2.1M
Cascade Wealth Advisors, Inc 1.81% — 6,390 $2.1M
Level Four Advisory Services, LLC 0.12% No change 7,004 $2.1M
IFP Advisors, Inc 0.09% Add +1.1% 6,274 $2.1M
Bogart Wealth, LLC 0.11% Add +1.2% 6,248 $2.1M
Investmark Advisory Group LLC 1.15% Reduce -1.4% 6,240 $2.1M
Salomon & Ludwin, LLC 0.18% Reduce -0.8% 6,229 $2.1M
Manchester Capital Management LLC 0.26% Reduce -0.1% 6,215 $2.1M
WealthBridge Capital Management, LLC 0.71% Add +0.4% 6,208 $2.1M
GC Wealth Management RIA, LLC 0.42% Add +657.1% 6,170 $2.1M
Gries Financial LLC 0.35% Reduce -0.4% 6,165 $2.1M
Beaton Management Co. Inc. 1.13% No change 6,159 $2.1M
Signet Financial Management, LLC 0.28% Add +0.0% 6,132 $2.1M
Becker Capital Management Inc. 0.07% Reduce -0.3% 6,122 $2.1M
Forte Capital LLC 0.24% Reduce -0.1% 5,829 $2.0M
Norris Financial Group, LLC 1.07% Reduce -16.0% 5,793 $2.0M
Cornerstone Wealth Management, LLC 0.16% Reduce -1.3% 5,787 $2.0M
Biltmore Family Office, LLC 0.38% Add +5.1% 5,786 $2.0M
SkyView Investment Advisors, LLC 0.36% Reduce -2.3% 5,783 $1.9M
Sterling Investment Counsel, LLC 0.89% Reduce -4.4% 5,741 $1.9M
Round Rock Advisors LLC 0.46% Add +7.4% 5,727 $1.9M
TD Asset Management Inc 0.00% Reduce -1.9% 5,711 $1.9M
Autumn Glory Partners, LLC 0.94% No change 5,707 $1.9M
Atalanta Sosnoff Capital, LLC 0.04% Add +59.8% 5,700 $1.9M
CCG Wealth Management, LLC 1.15% Reduce -1.9% 5,648 $1.9M
Colonial Trust Co / SC 0.36% Reduce -6.4% 5,641 $1.9M
Cullinan Associates Inc. 0.11% No change 5,600 $1.9M
Old Mission Investment Co LLC 0.63% Add +0.1% 5,579 $1.9M
New Republic Capital, LLC 1.18% No change 5,535 $1.9M
Objective Capital Management, LLC 1.26% Reduce -4.0% 5,529 $1.9M
Investment Advisory Group, LLC 0.77% Add +2.6% 5,492 $1.9M
Elevation Point Wealth Partners, LLC 0.14% Reduce -15.9% 5,490 $1.9M
Archer Investment Corp 0.56% Reduce -0.9% 5,463 $1.8M
National Philanthropic Trust 0.04% Reduce -55.3% 5,441 $1.8M
Cyndeo Wealth Partners, LLC 0.15% Reduce -40.6% 5,426 $1.8M
Hancock Whitney Corp. 0.06% Reduce -30.4% 5,420 $1.8M
Beacon Financial Group 0.21% Add +0.1% 5,418 $1.8M
Brown, Lisle/Cummings, Inc. 0.62% No change 5,390 $1.8M
Summit Financial Strategies, Inc. 0.25% Reduce -2.7% 5,371 $1.8M
Mma Asset Management LLC 0.85% Reduce -17.4% 5,386 $1.8M
HTG Investment Advisors, Inc. 1.04% Reduce -1.7% 5,331 $1.8M
Seven Mile Advisory 1.36% No change 5,315 $1.8M
Blankinship & Foster, LLC 0.47% Reduce -2.2% 5,288 $1.8M
Asset Dedication, LLC 0.13% Reduce -0.6% 5,285 $1.8M
Connectus Wealth, LLC 0.05% Reduce -42.9% 5,253 $1.8M
Advisors Capital Management, LLC 0.03% Add +3.4% 5,249 $1.8M
Providence Capital Advisors, LLC 0.39% Reduce -1.5% 5,242 $1.8M
HUB Investment Partners, LLC 0.10% No change 5,191 $1.7M
Catalina Capital Group, LLC 0.74% Add +93.8% 5,149 $1.7M
Greenspring Advisors, LLC 0.43% Add +13.3% 5,125 $1.7M
Salem Investment Counselors Inc. 0.06% No change 5,092 $1.7M
Emprise Bank 1.15% — 5,086 $1.7M
MWA Asset Management 1.24% Add +1.0% 5,078 $1.7M
Trilogy Capital Inc. 0.10% Add +4.1% 5,069 $1.7M
Matrix Private Capital Group LLC 1.15% No change 5,054 $1.7M
Acropolis Investment Management, LLC 0.11% Reduce -5.2% 5,042 $1.7M
DAVENPORT & Co LLC 0.01% Add +57.9% 5,042 $1.7M
Thomasville National Bank 0.14% Reduce -0.1% 5,041 $1.7M
Financial Insights, Inc. 0.49% Add +3.1% 5,014 $1.7M
Trust Co of the South 0.39% No change 5,007 $1.7M
IFG Advisors, LLC 0.44% Add +0.1% 5,000 $1.7M
Capital Wealth Alliance, LLC 0.99% Add +20.5% 4,994 $1.7M
Advisor Resource Council 0.71% Add +188.0% 5,527 $1.7M
VeraBank, N.A. 0.52% No change 4,953 $1.7M
Ausdal Financial Partners, Inc. 0.19% Add +2.1% 4,936 $1.7M
Trademark Financial Management, LLC 1.38% Add +2.8% 4,921 $1.7M
Tranquility Partners, LLC 0.64% Reduce -0.5% 4,900 $1.7M
Focus Financial Network, Inc. 0.08% — 5,086 $1.6M
Broadview Financial Management, LLC 1.19% Reduce -4.5% 4,865 $1.6M
Aft, Forsyth & Company, Inc. 0.93% Add +0.0% 4,844 $1.6M
Brookmont Capital Management 0.85% Reduce -2.1% 4,814 $1.6M
TBH Global Asset Management, LLC 0.32% Add +2.8% 4,791 $1.6M
First Heartland Consultants, Inc. 0.17% New 4,780 $1.6M
Fiducient Advisors LLC 0.32% Add +12.5% 4,778 $1.6M
Glassman Wealth Services 0.32% Add +9.7% 4,768 $1.6M
Donaldson Capital Management, LLC 0.07% Reduce -2.6% 4,758 $1.6M
Townsend Asset Management Corp. /NC/ 0.64% Reduce -1.1% 4,749 $1.6M
Intrust Bank NA 0.17% Reduce -3.4% 4,749 $1.6M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -31.5% 4,740 $1.6M
KCM Investment Advisors LLC 0.06% Add +0.3% 4,739 $1.6M
SouthState Bank Corp 0.12% Add +1.1% 4,736 $1.6M
Greenleaf Trust 0.01% Reduce -6.5% 4,725 $1.6M
Cypress Capital Group 0.19% Reduce -8.0% 4,724 $1.6M
Independence Bank of Kentucky 0.48% Add +1.3% 4,722 $1.6M
Maxwell Wealth Strategies Inc. 0.80% Add +0.4% 4,634 $1.6M
Merit Financial Group, LLC 0.04% Add +31.7% 4,758 $1.6M
Willow Creek Wealth Management Inc. 0.18% Reduce -3.0% 4,668 $1.6M
Verus Capital Partners, LLC 0.17% Reduce -1.5% 4,662 $1.6M
Lake Street Advisors Group, LLC 0.07% Reduce -3.7% 4,659 $1.6M
Renasant Bank 1.11% Reduce -2.4% 4,624 $1.6M
Ironwood Financial, llc 0.36% Reduce -1.1% 4,615 $1.6M
TCV Trust & Wealth Management, Inc. 0.15% Reduce -1.6% 4,614 $1.6M
Sage Capital Management, LLC 0.84% Add +0.1% 4,611 $1.6M
Magnus Financial Group LLC 0.19% Add +1.9% 4,606 $1.6M
Evergreen Capital Management LLC 0.06% Reduce -6.0% 4,600 $1.6M
American Investment Services, Inc. 0.27% No change 4,598 $1.5M
WASHINGTON TRUST Co 0.06% Add +8.4% 4,580 $1.5M
Gallacher Capital Management LLC 0.79% Reduce -0.8% 4,573 $1.5M
Bensler, LLC 0.22% Add +0.4% 4,559 $1.5M
Northeast Investment Management 0.08% No change 4,557 $1.5M
Selective Wealth Management, Inc. 0.66% New 4,572 $1.5M
Vise Technologies, Inc. 0.30% Add +10.5% 4,496 $1.5M
Castle Wealth Management LLC 0.79% Reduce -0.3% 4,492 $1.5M
Courier Capital LLC 0.11% Reduce -4.3% 4,492 $1.5M
Quadrant Capital Group LLC 0.12% Reduce -1.0% 4,490 $1.5M
Cardiff Park Advisors, LLC 0.14% Add +0.1% 4,490 $1.5M
Cascade Financial Partners, LLC 0.22% — 4,547 $1.5M
Bedel Financial Consulting, Inc. 0.24% No change 4,486 $1.5M
Cidel Asset Management Inc. 0.12% No change 4,485 $1.5M
Fort Washington Investment Advisors Inc. 0.01% No change 4,485 $1.5M
Hyperion Partners, LLC 1.10% Reduce -11.0% 4,473 $1.5M
Principal Securities, Inc. 0.05% Add +2.3% 4,472 $1.5M
Burns J W & Co. Inc. 0.21% Reduce -2.0% 4,453 $1.5M
Raab & Moskowitz Asset Management LLC 0.42% Add +7.1% 4,433 $1.5M
Valley National Advisers Inc. 0.23% No change 4,428 $1.5M
Cambridge Financial Group, LLC 0.71% Reduce -0.7% 4,418 $1.5M
Clarkston Capital Partners, LLC 0.03% No change 4,411 $1.5M
Transamerica Financial Advisors, LLC 0.15% Reduce -1.0% 4,407 $1.5M
Carnegie Investment Counsel 0.05% Reduce -3.0% 4,391 $1.5M
BOK Financial Private Wealth, Inc. 0.11% Reduce -7.2% 4,373 $1.5M
HMS Capital Management, LLC 0.82% Reduce -3.5% 4,371 $1.5M
Strategic Financial Services, Inc. 0.09% Reduce -3.5% 4,359 $1.5M
West Michigan Advisors, LLC 0.47% Reduce -9.2% 4,330 $1.5M
Mattern Capital Management, LLC 0.20% No change 4,328 $1.5M
S.A. Mason LLC 0.88% No change 4,319 $1.5M
Plancorp, LLC 0.06% Add +1.2% 4,290 $1.4M
Orser Capital Management, LLC 1.35% Add +0.7% 4,276 $1.4M
Evermay Wealth Management LLC 0.22% No change 4,274 $1.4M
Washington Trust Advisors, Inc. 0.13% Reduce -6.8% 4,245 $1.4M
9258 Wealth Management, LLC 0.22% Add +32.3% 4,244 $1.4M
Angeles Wealth Management, LLC 0.14% No change 4,242 $1.4M
Regimen Wealth, LLC 0.49% Reduce -32.2% 4,214 $1.4M
Brio Consultants, LLC 0.24% Reduce -6.5% 4,195 $1.4M
WMS Partners, LLC 0.10% Add +14.2% 4,179 $1.4M
Forum Private Client Group LLC 0.68% Reduce -0.2% 4,172 $1.4M
Blue Bell Private Wealth Management, LLC 0.30% Reduce -1.2% 4,155 $1.4M
Pin Oak Investment Advisors Inc. 1.35% Add +2.3% 4,154 $1.4M
PrairieView Partners, LLC 0.16% Reduce -4.8% 4,149 $1.4M
RFP Financial Group LLC 0.54% Reduce -12.2% 4,135 $1.4M
Financial Management Network Inc. 0.35% Reduce -0.0% 4,214 $1.4M
GAMMA Investing LLC 0.28% Add +120.8% 4,107 $1.4M
Wealthspire Retirement, LLC 0.12% Reduce -6.0% 4,106 $1.4M
Kanawha Capital Management LLC 0.11% Reduce -0.2% 4,097 $1.4M
American Financial & Tax Strategies Inc. 0.74% Reduce -6.0% 4,064 $1.4M
First Hawaiian Bank 0.04% Reduce -4.3% 4,052 $1.4M
CoreCap Advisors, LLC 0.07% Add +121.2% 4,047 $1.4M
Avior Wealth Management, LLC 0.06% Add +16.6% 4,033 $1.4M
Good Life Advisors, LLC 0.12% Reduce -4.5% 4,017 $1.4M
Welch & Forbes LLC 0.02% Reduce -12.7% 4,015 $1.4M
Seneca Financial Advisors LLC 0.72% Add +0.0% 3,993 $1.3M
Laurel Wealth Advisors LLC 0.23% Add +4.8% 3,984 $1.3M
Schnieders Capital Management LLC 0.28% No change 3,982 $1.3M
Edgemoor Investment Advisors, Inc. 0.13% No change 3,982 $1.3M
Moloney Securities Asset Management, LLC 0.20% Reduce -1.7% 3,977 $1.3M
Sheets Smith Wealth Management 0.15% Add +0.3% 3,967 $1.3M
BHK Investment Advisors, LLC 0.51% Add +50.0% 3,958 $1.3M
Cordgrass Capital Advisors, LLC 0.42% Reduce -1.4% 3,957 $1.3M
Franklin, Parlapiano, Turner & Welch, LLC 0.37% No change 3,948 $1.3M
Financial Sense Advisors, Inc. 0.47% Add +21.5% 3,945 $1.3M
Tocqueville Asset Management L.P. 0.02% Reduce -4.1% 3,943 $1.3M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -0.8% 3,932 $1.3M
Venturi Wealth Management, LLC 0.08% Reduce -0.4% 3,913 $1.3M
Edgestream Partners, L.P. 0.07% Add +97.4% 3,906 $1.3M
Brown Financial Advisory 1.02% No change 3,905 $1.3M
Drive Wealth Management, LLC 0.37% Add +40.4% 3,905 $1.3M
Parker Financial LLC 0.75% Reduce -10.3% 3,896 $1.3M
FWL Investment Management, LLC 0.72% Add +22.1% 3,875 $1.3M
Eudaimonia Advisors LLC 0.69% Reduce -2.0% 3,871 $1.3M
WestHill Financial Advisors, Inc. 0.32% Reduce -1.6% 3,868 $1.3M
Encompass Wealth Advisors, LLC 0.35% No change 3,866 $1.3M
Nova R Wealth, Inc. 0.68% Add +0.7% 3,859 $1.3M
Planning Alternatives Ltd. 0.21% No change 3,855 $1.3M
Partners in Financial Planning 0.29% No change 3,840 $1.3M
Kendall Capital Management 0.45% Reduce -5.0% 3,838 $1.3M
M. Kulyk & Associates, LLC 0.30% No change 3,827 $1.3M
Asset Management Group, Inc. 0.20% Reduce -1.0% 3,816 $1.3M
Stegner Investment Associates Inc. 0.94% Reduce -13.9% 3,816 $1.3M
Watershed Private Wealth LLC 0.56% No change 3,781 $1.3M
Jupiter Wealth Management LLC 0.66% No change 3,735 $1.3M
HBW Advisory Services LLC 0.23% No change 4,124 $1.3M
Allegheny Financial Group 0.38% Reduce -11.0% 3,701 $1.2M
Chapin Davis, Inc. 0.46% Reduce -0.8% 3,696 $1.2M
Asset Allocation Strategies LLC 0.44% Add +2.9% 3,694 $1.2M
Clark Capital Management Group, Inc. 0.01% Add +130.0% 3,691 $1.2M
Benchmark Financial Wealth Advisors, LLC 0.47% Add +1.0% 3,678 $1.2M
Ballast Advisors LLC 0.42% Add +14.6% 3,672 $1.2M
GYL Financial Synergies, LLC 0.10% Add +2.9% 3,671 $1.2M
Ewa, LLC 0.56% Reduce -0.8% 3,675 $1.2M
Eagle Strategies LLC 0.27% Reduce -70.3% 3,669 $1.2M
Heritage Financial Services, LLC 0.18% No change 3,665 $1.2M
Per Stirling Capital Management, LLC. 0.20% Reduce -11.1% 3,643 $1.2M
Arax Advisory Partners 0.13% Reduce -3.0% 3,630 $1.2M
Performance Wealth Partners, LLC 0.05% Reduce -5.7% 3,624 $1.2M
Betterment LLC 0.00% Reduce -4.2% 3,624 $1.2M
Journey Strategic Wealth LLC 0.05% New 3,618 $1.2M
O'Dell Group, LLC 0.30% Add +0.3% 3,609 $1.2M
Wellington Wealth Strategies, LLC. 0.56% New 3,600 $1.2M
Archford Capital Strategies, LLC 0.20% No change 3,600 $1.2M
Janus Henderson Group PLC 0.00% Reduce -48.4% 3,599 $1.2M
Golden Road Advisors LLC 1.01% Reduce -1.3% 3,598 $1.2M
GAMCO Investors 0.01% No change 3,590 $1.2M
Westwood Holdings Group Inc. 0.01% Add +3.2% 3,574 $1.2M
Congress Asset Management Co. 0.01% Reduce -91.2% 3,562 $1.2M
Grant Street Asset Management, Inc. 0.39% Reduce -0.9% 3,560 $1.2M
Regis Management CO LLC 0.36% No change 3,549 $1.2M
Woodmont Investment Counsel LLC 0.10% Reduce -2.4% 3,539 $1.2M
GFG Capital, LLC 0.31% Reduce -52.1% 3,526 $1.2M
Pallas Capital Advisors LLC 0.05% No change 3,523 $1.2M
Wealthstar Advisors, LLC 0.41% Reduce -3.6% 3,518 $1.2M
Summit X, LLC 0.30% Reduce -7.4% 3,514 $1.2M
BlueChip Wealth Advisors LLC 0.76% Add +1.5% 3,517 $1.2M
Beacon Financial Advisory LLC 0.58% Add +7.4% 3,511 $1.2M
Westmount Partners, LLC 0.42% Add +1.0% 3,494 $1.2M
Coppell Advisory Solutions Corp. 0.22% — 3,476 $1.2M
Turtle Creek Wealth Advisors, LLC 0.29% Add +80.8% 3,471 $1.2M
Ellevest, Inc. 0.07% Add +7.0% 3,447 $1.2M
InterOcean Capital Group, LLC 0.03% Reduce -4.3% 3,447 $1.2M
Addison Advisors LLC 0.40% Reduce -6.1% 3,442 $1.2M
Concourse Financial Group Securities, Inc. 0.07% No change 3,441 $1.2M
Riverpoint Wealth Management Holdings, LLC 0.32% Add +0.1% 3,430 $1.2M
Delta Financial Group, Inc. 0.34% Add +0.3% 3,420 $1.2M
Insigneo Advisory Services, LLC 0.14% Add +8.8% 3,403 $1.1M
Greatmark Investment Partners, Inc. 0.16% Reduce -0.6% 3,400 $1.1M
Baltimore-Washington Financial Advisors, Inc. 0.07% Add +9.7% 3,382 $1.1M
Aspen Wealth Management LLC 0.44% Add +5.4% 3,376 $1.1M
Pacific Financial Group Inc. 0.78% Add +0.0% 3,356 $1.1M
Roberts Financial Services LLC 0.23% Reduce -15.6% 3,356 $1.1M
Iams Wealth Management, LLC 0.69% New 3,424 $1.1M
Destination Wealth Management 0.04% Reduce -14.9% 3,325 $1.1M
Capital City Trust Co. 0.31% No change 3,308 $1.1M
WealthPLAN Partners, LLC 0.12% Reduce -2.6% 3,298 $1.1M
SP Asset Management LLC 0.10% Add +0.0% 3,293 $1.1M
Koshinski Asset Management, Inc. 0.11% Add +155.8% 3,292 $1.1M
Bluespring Wealth Management, LLC 0.12% No change 3,276 $1.1M
Berkeley Capital Partners, LLC 0.34% Add +2.7% 3,271 $1.1M
CBIZ Investment Advisory Services, LLC 0.08% No change 3,241 $1.1M
Parisi Gray Wealth Management 0.41% Reduce -2.8% 3,240 $1.1M
Bank of New Hampshire 0.29% No change 3,230 $1.1M
Steel Grove Capital Advisors, LLC 0.14% Reduce -23.9% 3,230 $1.1M
Hartline Investment Corp./ 0.19% New 3,213 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Reduce -19.0% 3,213 $1.1M
Lyell Wealth Management, LP 0.11% No change 3,200 $1.1M
NorthCrest Asset Manangement, LLC 0.04% Reduce -4.7% 3,194 $1.1M
Jane Street Group, LLC 0.00% New 3,161 $1.1M
Manhattan West Asset Management, LLC 0.26% New 3,157 $1.1M
Appleton Partners Inc. 0.08% Reduce -7.0% 3,153 $1.1M
BSW Wealth Partners 0.18% No change 3,138 $1.1M
Rollins Financial Advisors, LLC 0.20% Add +0.3% 3,127 $1.1M
CWA Asset Management Group, LLC 0.06% Add +33.0% 3,115 $1.0M
Obermeyer Wealth Partners 0.06% Reduce -2.5% 3,109 $1.0M
Waterfront Wealth Inc. 0.29% No change 3,208 $1.0M
Argus Investors' Counsel, Inc. 0.64% Reduce -0.2% 3,092 $1.0M
Capital Insight Partners, LLC 0.19% No change 3,092 $1.0M
TD Waterhouse Canada Inc. 0.01% Add +33.5% 3,116 $1.0M
Heartwood Wealth Advisors LLC 0.13% Add +132.2% 3,069 $1.0M
Ballew Advisors, Inc 0.71% Reduce -1.2% 3,103 $1.0M
Aspen Grove Capital, LLC 0.29% Reduce -0.0% 3,057 $1.0M
Compound Planning, Inc. 0.10% Add +11.1% 3,053 $1.0M
St. Clair Advisors, LLC 0.33% Reduce -44.9% 3,052 $1.0M
Verity Asset Management, Inc. 0.57% New 3,048 $1.0M
Coastline Trust Co 0.12% Reduce -1.0% 3,042 $1.0M
NWK Group, Inc. 0.48% No change 3,039 $1.0M
Pursue Wealth Partners LLC 0.60% Add +5.1% 3,038 $1.0M
Hemington Wealth Management 0.37% Add +0.1% 3,034 $1.0M
SFG Wealth Management, LLC. 0.61% Reduce -9.3% 3,033 $1.0M
AAF Wealth Management, LLC 0.57% Add +0.1% 3,027 $1.0M
Financial Perspectives, Inc 0.39% Add +3.3% 3,027 $1.0M
HFG Advisors, Inc. 0.90% No change 3,019 $1.0M
LS Investment Advisors, LLC 0.16% No change 3,016 $1.0M
Silicon Valley Capital Partners 0.15% Add +0.1% 3,012 $1.0M
Evensky & Katz LLC 0.07% Reduce -7.2% 3,008 $1.0M
Estate Counselors, LLC 0.12% Reduce -81.2% 3,006 $1.0M
First Commonwealth Financial Corp 0.27% No change 2,995 $1.0M
Goldstein Advisors, LLC 0.17% Add +0.5% 2,991 $1.0M
Opus Capital Group, LLC 0.15% Reduce -5.7% 2,980 $1.0M
Andina Capital Management, LLC 0.78% Reduce -9.1% 2,966 $1000K
Morton Capital Management LLC 0.27% Reduce -7.2% 2,963 $999K
Independent Solutions Wealth Management, LLC 0.24% Add +7.1% 2,938 $990K
MBL Wealth, LLC 0.11% Reduce -1.7% 2,937 $990K
United Bank 0.12% Reduce -4.0% 2,930 $988K
First City Capital Management, Inc. 0.55% No change 2,929 $987K
Farmers National Bank 0.29% Add +7.1% 2,923 $985K
Strategic Blueprint, LLC 0.07% Reduce -6.7% 2,921 $985K
First Bank & Trust 0.20% New 2,909 $980K
Zhang Financial LLC 0.07% No change 2,901 $978K
Adero Partners, LLC 0.07% Reduce -7.0% 2,900 $977K
Savvy Advisors, Inc. 0.56% Add +7.9% 2,896 $976K
World Investment Advisors 0.14% Reduce -20.6% 2,894 $975K
Madison Asset Management, LLC 0.01% Reduce -0.4% 2,894 $975K
Smith Salley Wealth Management 0.08% Reduce -6.3% 2,873 $968K
Simplex Trading, LLC 0.03% Reduce -78.3% 2,868 $966K
Geneva Partners, LLC 0.42% Add +34.1% 2,853 $962K
Vontobel Holding Ltd. 0.01% No change 2,848 $960K
Benjamin F. Edwards & Company, Inc. 0.02% Reduce -3.9% 2,844 $959K
GEM Asset Management, LLC 0.64% Add +8.8% 2,953 $957K
Old Port Advisors 0.29% No change 2,836 $956K
Baker Boyer National Bank 0.33% No change 2,810 $947K
NFSG Corp 0.41% Reduce -7.9% 2,803 $945K
Farmers & Merchants Investments Inc. 0.03% No change 2,802 $944K
Galvin, Gaustad & Stein, LLC 0.09% Reduce -4.2% 2,800 $944K
Symphony Financial, Ltd. Co. 0.22% No change 2,782 $938K
Rossmore Private Capital 0.12% Add +7.9% 2,782 $938K
Gateway Wealth Partners, LLC 0.34% Add +50.1% 2,779 $937K
LBMC Investment Advisors, LLC 0.08% Add +0.0% 2,778 $936K
Founders Financial Securities LLC 0.10% Add +9.0% 2,777 $936K
Cozad Asset Management Inc. 0.10% Reduce -1.1% 2,770 $934K
Nicolet Advisory Services, LLC 0.09% Reduce -0.2% 2,739 $918K
Spinnaker Trust 0.06% No change 2,721 $917K
Sprinkle Financial Consultants LLC 0.78% Add +0.1% 2,719 $916K
Carret Asset Management, LLC 0.11% Reduce -0.6% 2,710 $913K
Smithfield Trust Co 0.05% Reduce -6.1% 2,706 $913K
Goldstone Financial Group, LLC 0.21% Reduce -4.5% 2,705 $912K
Barnes Pettey Financial Advisors, LLC 0.78% Add +13.9% 2,695 $908K
Chicago Capital, LLC 0.03% Add +6.8% 2,685 $905K
Stanley-Laman Group, Ltd. 0.12% Reduce -0.0% 2,652 $894K
TAGStone Capital, Inc. 0.52% Add +0.1% 2,647 $892K
WNY Asset Management, LLC 0.14% Add +3.9% 2,646 $892K
Geneos Wealth Management Inc. 0.04% Reduce -0.0% 2,644 $891K
Sand Hill Global Advisors, LLC 0.04% Reduce -1.8% 2,636 $888K
MA Private Wealth 0.18% Reduce -0.0% 2,633 $887K
Mitchell Capital Management Co. 0.17% Reduce -85.3% 2,629 $886K
Baker Tilly Wealth Management, LLC 0.16% Reduce -44.4% 2,628 $886K
Petredis Investment Advisors LLC 0.11% No change 2,623 $884K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -3.0% 2,621 $884K
Financial Partners Group, Inc 0.14% Add +0.1% 2,613 $881K
Ackerman Capital Advisors, LLC 0.24% No change 2,610 $880K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -44.4% 2,610 $880K
Wealth Architects, LLC 0.12% No change 2,606 $878K
Cahill Financial Advisors Inc. 0.12% Reduce -4.9% 2,602 $877K
First Financial Corp. 0.44% Reduce -3.2% 2,600 $876K
Rockbridge Investment Management, LCC 0.13% No change 2,596 $875K
First Merchants Corp. 0.07% Add +125.3% 2,591 $873K
17 Capital Partners, LLC 0.64% Add +18.0% 2,584 $871K
Elevatus Welath Management 0.34% No change 2,581 $870K
Thrive Wealth Management, LLC 0.18% Reduce -35.3% 2,578 $869K
Insight Wealth Strategies, LLC 0.13% Add +80.1% 2,577 $869K
Fortis Group Advisors, LLC 0.16% Reduce -50.0% 2,577 $869K
TFC Financial Management, Inc. 0.15% No change 2,577 $869K
Everett Harris & Co. 0.01% No change 2,573 $867K
Insight Advisors, LLC/ PA 0.17% Add +12.4% 2,570 $866K
Bailard, Inc. 0.02% No change 2,569 $866K
Jaffetilchin Investment Partners, LLC 0.08% Add +1.3% 2,560 $863K
Tortoise Investment Management, LLC 0.10% Reduce -0.3% 2,553 $860K
SpiderRock Advisors, LLC 0.03% — 2,572 $856K
Castleview Partners, LLC 0.48% Reduce -0.8% 2,537 $855K
Signature Wealth Management Partners, LLC 0.70% Add +0.0% 2,534 $854K
Union Savings Bank 0.45% No change 2,528 $852K
Citizens & Northern Corp. 0.29% Reduce -11.6% 2,522 $850K
Spotlight Asset Group, Inc. 0.61% No change 2,518 $849K
Orgel Wealth Management, LLC 0.02% Add +13.7% 2,490 $839K
Bordeaux Wealth Advisors LLC 0.28% Add +54.8% 2,489 $839K
Chilton Capital Management LLC 0.04% Reduce -3.9% 2,489 $839K
Atwood & Palmer Inc. 0.06% Reduce -14.0% 2,484 $837K
Bank of Hawaii 0.04% No change 2,476 $835K
Tritonpoint Wealth, LLC 0.09% Reduce -20.7% 2,753 $834K
Abbrea Capital, LLC 0.11% No change 2,474 $834K
Sunbelt Securities, Inc. 0.09% Add +0.1% 2,464 $830K
Walkner Condon Financial Advisors LLC 0.18% No change 2,452 $826K
Diversify Advisory Services, LLC 0.05% — 2,439 $822K
TCI Wealth Advisors, Inc. 0.08% Add +0.0% 2,429 $819K
Resonant Capital Advisors, LLC 0.07% Add +3.8% 2,426 $818K
Peachtree Investment Partners, LLC 0.33% No change 2,421 $816K
Sustainable Growth Advisers, LP 0.00% Reduce -88.2% 2,417 $815K
Compton Wealth Advisory Group, LLC 0.22% No change 2,416 $814K
Keystone Wealth Services, LLC 0.26% Add +1.0% 2,409 $812K
Demars Financial Group, LLC 0.40% Reduce -10.2% 2,397 $808K
Private Capital Management LLC 0.18% Reduce -1.4% 2,393 $806K
Family Manage LLC 0.15% No change 2,384 $804K
Presilium Private Wealth, LLC 0.21% No change 2,380 $802K
Wolverine Trading, LLC 0.01% Reduce -74.4% 2,379 $802K
Hamilton Point Investment Advisors, LLC 0.16% No change 2,378 $802K
Money Concepts Capital Corp. 0.07% Add +29.6% 2,372 $800K
Victory Financial Group, LLC 0.47% Reduce -1.8% 2,371 $799K
Strategies Wealth Advisors, LLC 0.12% Add +7.5% 2,371 $799K
Full Sail Capital, LLC 0.06% Reduce -0.2% 2,370 $799K
Stockman Wealth Management, Inc. 0.14% Reduce -17.0% 2,366 $797K
Verus Financial Partners, Inc. 0.09% No change 2,362 $796K
Burney Co./ 0.03% No change 2,354 $793K
St Germain D J Co. Inc. 0.04% Add +26.7% 2,352 $793K
Campbell Wealth Management 0.08% Add +69.6% 2,347 $791K
Anson Capital, Inc. 1.14% No change 2,346 $791K
Leonard Rickey Investment Advisors P.L.L.C. 0.20% Reduce -10.2% 2,341 $789K
Little House Capital LLC 0.26% Reduce -23.1% 2,327 $784K
Theory Financial LLC 0.40% Add +0.3% 2,326 $784K
Capital Investment Advisory Services, LLC 0.08% Reduce -7.1% 2,322 $783K
Strait & Sound Wealth Management LLC 0.44% No change 2,315 $781K
Bartlett & Co. Wealth Management LLC 0.01% Add +3.7% 2,317 $781K
Capital Group Private Client Services, Inc. 0.01% Add +7.8% 2,316 $781K
Personal Cfo Solutions, LLC 0.12% Reduce -18.7% 2,304 $777K
Fernwood Investment Management, LLC 0.23% No change 2,302 $776K
Lake Street Private Wealth, LLC 0.11% Reduce -2.2% 2,302 $776K
Prosperity Planning, Inc. 0.38% No change 2,301 $775K
Reston Wealth Management LLC 0.31% Add +0.1% 2,300 $775K
Pathway Financial Advisors LLC 0.21% Reduce -4.2% 2,282 $769K
Mosaic Financial Group, LLC 0.62% — 2,278 $768K
Power Wealth Management LLC 0.48% Add +47.1% 2,272 $766K
Falcon Wealth Planning 0.12% Reduce -2.7% 2,270 $765K
TRUE Private Wealth Advisors 0.09% No change 2,245 $757K
HC Advisors, LLC 0.36% No change 2,234 $753K
Northwest Capital Management Inc 0.24% No change 2,234 $753K
Greenhouse Wealth Management, LLC 0.56% Reduce -3.0% 2,234 $753K
Integrity Wealth Solutions LLC 0.49% Add +3.8% 2,234 $753K
Sightline Wealth Advisors, LLC 0.49% Add +0.2% 2,228 $751K
PGIM Custom Harvest LLC 0.02% Add +8.7% 2,227 $751K
Interchange Capital Partners, LLC 0.51% Reduce -16.9% 2,223 $749K
Highline Wealth Partners LLC 0.31% New 2,222 $749K
Kavar Capital Partners Group, LLC 0.14% Reduce -50.0% 2,219 $748K
Sharp Wealth Advisory, LLC 0.69% Add +12.4% 2,215 $747K
Traphagen Investment Advisors LLC 0.08% Add +0.1% 2,213 $746K
Harfst & Associates, Inc. 0.18% Reduce -10.5% 2,210 $745K
Diversified, LLC 0.10% Add +5.5% 2,208 $744K
Weaver Consulting Group 0.28% No change 2,207 $744K
Private Wealth Advisors, LLC 0.31% No change 2,202 $742K
J. W. Coons Advisors, LLC 0.13% No change 2,201 $742K
Valley Wealth Managers, Inc. 0.06% Reduce -58.5% 2,193 $739K
Private Ocean, LLC 0.08% Reduce -19.0% 2,183 $736K
Debussy Capital Management LP 0.21% No change 2,182 $735K
Vawter Financial, Ltd. 0.53% Reduce -8.0% 2,173 $732K
New Potomac Partners, LLC 0.41% No change 2,170 $731K
Sovereign Financial Group, Inc. 0.19% No change 2,169 $731K
Enterprise Bank & Trust Co 0.25% Reduce -1.0% 2,164 $729K
PBMares Wealth Management LLC 0.19% No change 2,156 $727K
BIP Wealth, LLC 0.05% Add +8.0% 2,146 $723K
Eight 31 Financial, LLC 0.45% Reduce -13.1% 2,140 $721K
Parsons Capital Management Inc. 0.05% No change 2,134 $719K
Keebeck Wealth Management 0.11% No change 2,133 $719K
Main Management LLC 0.06% No change 2,126 $717K
Meridian Financial Advisors, LLC 0.53% New 2,119 $714K
Alpha Cubed Investments, LLC 0.04% Add +18.2% 2,090 $704K
Benedict Financial Advisors Inc. 0.18% Reduce -12.1% 2,090 $704K
LMCG Investments, LLC 0.04% Reduce -1.0% 2,080 $701K
KilterHowling LLC 0.49% Add +0.1% 2,075 $700K
Mfa Wealth Advisors, LLC 0.18% Add +6.9% 2,073 $699K
Principle Wealth Partners LLC 0.05% No change 2,070 $698K
Wedmont Private Capital 0.05% Add +0.1% 2,081 $697K
GW Henssler & Associates Ltd. 0.04% No change 2,066 $696K
Left Brain Wealth Management, LLC 0.34% No change 2,065 $696K
West Paces Advisors Inc. 0.18% Add +2.3% 2,057 $693K
GPS Wealth Strategies Group, LLC 0.11% Reduce -3.8% 2,055 $693K
Chilton Investment Co. Inc. 0.02% Reduce -11.8% 2,044 $689K
Pps&v Asset Management Consultants, Inc. 0.51% No change 2,036 $686K
Marino, Stram & Associates LLC 0.16% Reduce -7.4% 2,035 $686K
Stratos Investment Management, LLC 0.07% Reduce -56.3% 2,034 $686K
Kaydan Wealth Management, Inc. 0.23% Reduce -6.9% 2,033 $685K
Beaird Harris Wealth Management, LLC 0.07% Reduce -5.8% 2,030 $684K
Hubbell Strickland Wealth Management, LLC 0.35% Add +0.1% 2,028 $684K
Schechter Investment Advisors, LLC 0.05% No change 2,025 $682K
High Falls Advisors, Inc 0.17% Add +19.0% 2,024 $682K
JTC Employer Solutions Trustee Ltd 0.04% No change 2,016 $681K
Bremer Bank National Association 0.13% No change 2,020 $681K
Sachem Hill LLC 0.16% No change 2,015 $679K
Allred Capital Management, LLC 0.26% No change 2,008 $677K
S.E.E.D. Planning Group LLC 0.25% No change 2,008 $677K
William Howard & Co Financial Advisors Inc 0.63% — 2,007 $676K
Creative Financial Designs Inc. 0.06% Add +0.1% 2,001 $674K
Navis Wealth Advisors, LLC 0.81% Reduce -14.0% 2,000 $674K
Sage Rhino Capital LLC 0.16% No change 2,000 $674K
Klingman & Associates, LLC 0.05% Add +6.3% 1,996 $673K
Ledyard National Bank 0.06% Add +39.6% 1,991 $671K
Jacobi Capital Management LLC 0.06% Add +0.1% 1,989 $670K
Life Line Wealth Management LLC 0.25% Reduce -98.7% 1,987 $670K
Blue Barn Wealth, LLC 0.37% Reduce -8.9% 1,985 $669K
Ironwood Investment Counsel, LLC 0.12% Add +1.7% 1,976 $666K
Coastal Bridge Advisors, LLC 0.15% No change 1,975 $666K
Cary Street Partners Asset Management LLC 0.10% Reduce -9.4% 1,974 $665K
Beacon Capital Management, LLC 0.14% Reduce -0.1% 1,973 $665K
Muirfield Wealth Advisors LLC 0.64% Add +21.3% 1,970 $664K
MMBG Investment Advisors Co. 0.07% No change 1,969 $664K
Signal Advisors Wealth, LLC 0.16% New 1,965 $662K
Riverview Capital Advisers, LLC 0.23% Add +11.1% 1,957 $660K
Beese Fulmer Investment Management, Inc. 0.06% Reduce -3.5% 1,956 $659K
Gray Private Wealth, LLC 0.43% — 1,948 $657K
Curran Financial Partners, LLC 0.23% Add +4.6% 1,941 $654K
Nabity-Jensen Investment Management Inc 0.54% No change 1,931 $651K
Von Berge Wealth Management Group, LLC 0.42% No change 1,930 $651K
Gibson Capital, LLC 0.14% No change 1,930 $651K
Lam Group, Inc. 0.53% No change 1,925 $649K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -5.0% 1,924 $648K
Single Point Partners, LLC 0.15% Reduce -2.1% 1,924 $648K
Weatherly Asset Management L. P. 0.06% Reduce -18.4% 1,915 $645K
Monterey Private Wealth, Inc. 0.26% Reduce -1.1% 1,910 $644K
Henrickson Nauta Wealth Advisors, Inc. 0.28% Reduce -38.2% 1,935 $644K
Patten & Patten Inc. 0.05% Add +26.5% 1,909 $643K
Forthright Family Wealth Advisory LLC 0.43% New 1,907 $643K
Kovack Advisors, Inc. 0.08% Add +15.0% 1,905 $642K
Anchor Investment Management, LLC 0.07% Add +3.3% 1,904 $642K
WealthTrust Asset Management, LLC 0.49% Reduce -25.1% 1,903 $641K
Nomura Asset Management Co. Ltd. 0.00% Reduce -85.8% 1,891 $637K
Retirement Planning Group, LLC 0.05% Reduce -35.3% 1,890 $637K
Howard Wealth Management, LLC 0.52% Reduce -0.1% 1,889 $637K
Rockland Trust Co. 0.03% Reduce -16.6% 1,884 $635K
RiverFront Investment Group, LLC 0.02% No change 1,881 $634K
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -5.0% 1,879 $633K
YHB Investment Advisors, Inc. 0.06% Add +0.3% 1,878 $633K
Lee Financial Co 0.11% Add +2.8% 1,877 $633K
Rosenblum Silverman Sutton S F Inc. 0.18% No change 1,874 $632K
Steph & Co. 0.22% No change 1,870 $630K
Vertex Planning Partners, LLC 0.17% Add +100.4% 1,870 $630K
Hanover Advisors Inc. 0.26% No change 1,869 $630K
Motco 0.04% Reduce -1.7% 1,866 $629K
Integral Investment Advisors, Inc. 0.26% Add +63.8% 1,861 $629K
Bell Bank 0.05% No change 1,861 $627K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +11.8% 1,860 $627K
Jacobsen Capital Management 0.29% Add +0.2% 1,859 $626K
Latitude Advisors, LLC 0.39% Reduce -6.1% 1,846 $622K
Twin Peaks Wealth Advisors, LLC 0.35% Add +52.1% 1,845 $622K
Wintrust Investments LLC 0.05% Add +3.7% 1,839 $620K
Titleist Asset Management, LLC 0.11% Reduce -14.2% 1,838 $620K
Blue Chip Partners, LLC 0.06% Add +377.9% 1,835 $618K
Oxler Private Wealth LLC 0.24% Add +0.1% 1,835 $618K
LM Advisors LLC 0.11% No change 1,831 $617K
Acima Private Wealth, LLC 0.23% Reduce -20.0% 1,829 $616K
Journey Advisory Group, LLC 0.08% Add +1.7% 1,827 $616K
Empire Financial Management Company, LLC 0.20% No change 1,822 $614K
Warner Financial, Inc. 0.31% Reduce -0.3% 1,815 $612K
Aries Wealth Management 0.20% Reduce -3.9% 1,815 $612K
Arlington Trust Co LLC 0.16% Add +0.3% 1,813 $611K
Matthew Goff Investment Advisor, LLC 0.12% Reduce -4.0% 1,810 $610K
King Wealth Management Group 0.11% No change 1,808 $609K
FourThought Financial Partners, LLC 0.07% Reduce -4.3% 1,802 $607K
Activest Wealth Management 0.29% Add +1.8% 1,795 $605K
Barnett & Company, Inc. 0.41% No change 1,793 $604K
Hazlett, Burt & Watson, Inc. 0.36% Add +2.8% 1,789 $604K
Mason Investment Advisory Services, Inc. 0.04% Reduce -1.3% 1,790 $603K
Stonehearth Capital Management, LLC 0.27% No change 1,787 $602K
O'ROURKE & COMPANY, Inc 0.35% Reduce -0.2% 1,782 $601K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -8.8% 1,781 $601K
Family Investment Center, Inc. 0.19% No change 1,780 $600K
Heritage Investors Management Corp. 0.02% Reduce -17.5% 1,778 $599K
Stone Summit Wealth LLC 0.21% Reduce -0.8% 1,774 $598K
Builder Investment Group Inc. 0.17% Add +11.1% 1,755 $592K
Well Done, LLC 0.12% No change 1,753 $591K
Rockwood Wealth Management, LLC 0.08% No change 1,749 $590K
Lauterbach Financial Advisors, LLC 0.39% No change 1,747 $589K
Burton Enright Welch 0.14% No change 1,733 $584K
Sandy Cove Advisors, LLC 0.27% Add +0.1% 1,733 $584K
Glen Eagle Advisors, LLC 0.11% Add +4.7% 1,732 $584K
Northwest Investment Counselors, LLC 0.14% No change 1,729 $583K
Clarity Wealth Advisors, LLC 0.20% No change 1,718 $579K
Csenge Advisory Group 0.03% Add +3.8% 1,713 $577K
Braun Stacey Associates Inc. 0.02% Reduce -7.0% 1,713 $577K
Apella Capital, LLC 0.03% Reduce -6.1% 1,720 $576K
Charles Schwab Trust Co 0.05% Add +61.6% 1,707 $576K
Jentner Corp 0.20% Reduce -2.3% 1,702 $574K
Peninsula Wealth, LLC 0.11% No change 1,694 $571K
Taylor & Morgan Wealth Management, LLC 0.42% Add +0.2% 1,680 $566K
Pinion Investment Advisors, LLC 0.29% Add +151.3% 1,679 $566K
GoalVest Advisory LLC 0.19% Add +151.3% 1,679 $566K
Columbia Bank 0.23% — 1,677 $565K
Commonwealth Retirement Investments LLC 0.27% No change 1,674 $564K
Hudson Capital Management LLC 0.20% Add +6.0% 1,674 $564K
Waterloo Capital, L.P. 0.07% No change 1,673 $564K
Optimum Investment Advisors 0.26% Reduce -5.7% 1,671 $563K
BlueSky Wealth Advisors, LLC 0.44% No change 1,664 $561K
Strategic Financial Partners, Ltd. 0.31% Reduce -2.6% 1,663 $561K
Vantage Financial Partners, LLC 0.15% Add +10.9% 1,659 $559K
Cahill Wealth Management, LLC 0.33% Add +0.1% 1,659 $559K
Arq Wealth Advisors, LLC 0.24% No change 1,658 $559K
Ardent Capital Management, Inc. 0.28% No change 1,651 $556K
Gitterman Wealth Management, LLC 0.22% No change 1,647 $555K
Webster Bank, N. A. 0.06% Reduce -3.6% 1,638 $552K
RPG Investment Advisory, LLC 0.08% Reduce -8.3% 1,637 $552K
McNamara Financial Services, Inc. 0.12% Reduce -3.9% 1,636 $551K
McIlrath & Eck, LLC 0.09% No change 1,634 $551K
Bristlecone Advisors, LLC 0.05% No change 1,634 $551K
Poehling Capital Management, INC. 0.15% Add +17.4% 1,632 $550K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +0.6% 1,631 $550K
Invictus Private Wealth, LLC 0.05% Reduce -5.3% 1,631 $550K
S&co Inc. 0.04% Add +10.8% 1,627 $548K
Strategic Wealth Partners, Ltd. 0.06% Add +86.8% 1,621 $546K
StoneX Group Inc. 0.05% Reduce -4.3% 1,620 $546K
Probity Advisors, Inc. 0.11% No change 1,617 $545K
Aveo Capital Partners, LLC 0.06% Add +136.9% 1,630 $540K
Arden Trust Co 0.08% Reduce -1.8% 1,600 $539K
Beverly Hills Private Wealth, LLC 0.12% Reduce -23.1% 1,591 $536K
Strategic Financial Concepts, LLC 0.13% New 1,577 $532K
Capital Advisors Inc. 0.01% Add +0.1% 1,577 $532K
Pettyjohn, Wood & White, Inc. 0.11% No change 1,577 $532K
Richardson Capital Management LLC 0.43% Add +103.6% 1,576 $531K
Macroview Investment Management LLC 0.59% Add +7.7% 1,571 $529K
Cardinal Strategic Wealth Guidance 0.20% Reduce -13.2% 1,568 $528K
Bragg Financial Advisors, Inc 0.02% Reduce -9.6% 1,563 $527K
TNF LLC 0.21% No change 1,622 $526K
Mattern Wealth Management LLC 0.13% No change 1,557 $525K
FCG Investment Co 0.42% No change 1,556 $524K
Twele Capital Management, Inc. 0.12% Reduce -8.3% 1,556 $524K
American Money Management, LLC 0.11% Add +11.0% 1,553 $523K
VitalStone Financial, LLC 0.40% Reduce -36.0% 1,552 $523K
Cedar Brook Financial Partners, LLC 0.10% Add +0.1% 1,550 $523K
Point Windward Advisors Inc. 0.22% No change 1,546 $521K
Altus Wealth Management, LLC 0.27% No change 1,543 $520K
Sugarloaf Wealth Management, LLC 0.11% No change 1,543 $520K
waypoint wealth counsel 0.40% No change 1,538 $518K
Cypress Wealth Services, LLC 0.12% Add +0.1% 1,535 $517K
LGL Partners, LLC 0.09% Add +0.1% 1,533 $517K
Cassia Capital Partners, LLC 0.34% No change 1,529 $515K
JFG Wealth Management, LLC 0.14% No change 1,527 $515K
Liberty Capital Management, Inc. 0.13% No change 1,525 $514K
Catalyst Private Wealth, LLC 0.27% Add +0.1% 1,518 $512K
Liberty Wealth Management LLC 0.10% Add +17.5% 1,508 $508K
Professional Advisory Services Inc. 0.06% No change 1,508 $508K
Geller Advisors LLC 0.04% No change 1,501 $506K
Sunpointe, LLC 0.56% No change 1,496 $504K
Harbor Group, Inc. 0.13% No change 1,487 $501K
4Thought Financial Group Inc. 0.33% Reduce -93.7% 1,477 $498K
First Manhattan Co. Llc. 0.00% Reduce -5.1% 1,477 $498K
New Millennium Group LLC 0.38% No change 1,476 $497K
Landmark Wealth Management, LLC 0.23% No change 1,474 $497K
Greenwood Gearhart LLC 0.05% Add +170.5% 1,474 $497K
Wrapmanager Inc. 0.14% Reduce -1.6% 1,473 $496K
JPL Wealth Management, LLC 0.27% Add +51.9% 1,467 $495K
Aureus Asset Management, LLC 0.03% No change 1,466 $494K
LVM Capital Management Ltd. 0.06% No change 1,460 $492K
PACK Private Wealth, LLC 0.31% No change 1,456 $491K
FFT Wealth Management LLC 0.04% Add +2.0% 1,447 $488K
Compass Wealth Management LLC 0.12% Reduce -16.8% 1,440 $485K
CFO4Life Group, LLC 0.09% Add +34.5% 1,440 $485K
NWF Advisory Services Inc. 0.08% Add +40.4% 1,438 $485K
Evoke Wealth, LLC 0.01% New 1,433 $483K
Precision Wealth Strategies, LLC 0.46% No change 1,432 $483K
Alpha Financial Advisors, LLC 0.23% No change 1,432 $483K
MCF Advisors LLC 0.04% No change 1,429 $482K
Royal Harbor Partners, LLC 0.21% No change 1,423 $480K
ESL Trust Services, LLC 0.13% Reduce -1.1% 1,420 $479K
Element Wealth, LLC 0.28% Add +20.8% 1,419 $478K
Hartford Financial Management Inc. 0.10% Reduce -15.6% 1,412 $476K
Alliance Wealth Advisors, LLC 0.30% Reduce -0.1% 1,410 $475K
Dagco, Inc. 0.22% Add +5122.2% 1,410 $475K
Gilbert & Cook, Inc. 0.06% Add +2.9% 1,407 $474K
Two Sigma Securities, LLC 0.02% New 1,400 $472K
BancFirst Trust & Investment Management 0.23% Reduce -16.0% 1,397 $471K
Dechtman Wealth Management, LLC 0.11% Add +0.1% 1,396 $470K
Formidable Asset Management, LLC 0.08% Add +1.2% 1,387 $467K
North Star Investment Management Corp. 0.03% New 1,386 $467K
Wealth Alliance, LLC 0.06% Add +97.6% 1,377 $464K
RVW Wealth, LLC 0.05% Reduce -74.2% 1,376 $464K
First American Trust, FSB 0.05% Add +5.7% 1,375 $463K
360 Financial, Inc. 0.18% Reduce -0.1% 1,374 $463K
Coastwise Capital Group, LLC 0.43% Reduce -0.9% 1,372 $462K
TrinityPoint Wealth, LLC 0.08% Reduce -0.7% 1,368 $461K
Criterion Capital Advisors, LLC 0.31% Add +6.2% 1,365 $460K
Sather Financial Group Inc 0.03% New 1,365 $460K
Beacon Bank & Trust 0.11% Reduce -25.1% 1,358 $458K
Executive Wealth Management, LLC 0.04% Add +0.1% 1,358 $458K
IFS Advisors, LLC 0.40% Reduce -7.7% 1,355 $457K
Wealth Management Partners, LLC 0.23% Reduce -9.8% 1,354 $456K
Cornell Pochily Investment Advisors, Inc. 0.18% Add +0.1% 1,352 $456K
Colonial Trust Advisors 0.05% Reduce -11.5% 1,352 $456K
REDW Wealth LLC 0.12% No change 1,352 $456K
Bourgeon Capital Management LLC 0.09% No change 1,350 $455K
Family Firm, Inc. 0.11% Add +0.1% 1,349 $455K
Reliant Wealth Planning 0.22% No change 1,347 $454K
GW&K Investment Management, LLC 0.00% No change 1,347 $454K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.1% 1,345 $454K
Financial Guidance Group, Inc. 0.29% No change 1,340 $452K
Fortis Capital Advisors, LLC 0.19% New 1,334 $450K
Charter Oak Capital Management, LLC 0.05% Add +8.1% 1,334 $450K
Legacy Private Trust Co. 0.03% Reduce -11.6% 1,330 $448K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -3.0% 1,325 $447K
Boston Family Office LLC 0.03% No change 1,322 $446K
Hyman Charles D 0.02% No change 1,324 $446K
Nilsine Partners, LLC 0.06% Reduce -28.8% 1,313 $443K
Naviter Wealth, LLC 0.07% Reduce -1.8% 1,309 $441K
D.B. Root & Company, LLC 0.15% Reduce -0.1% 1,308 $441K
Girard Partners LTD. 0.04% New 1,306 $440K
Coordinated Financial Services, Inc. 0.39% — 1,305 $440K
Bright Futures Wealth Management, LLC. 0.24% — 1,196 $439K
Voisard Asset Management Group, Inc. 0.25% No change 1,303 $439K
Torray Investment Partners LLC 0.07% No change 1,298 $437K
Greenwich Wealth Management LLC 0.03% New 1,296 $437K
MSH Capital Advisors LLC 0.15% Reduce -10.7% 1,289 $435K
First National Bank of Hutchinson 0.29% Reduce -62.1% 1,284 $433K
Legacy Wealth Management, LLC 0.03% Reduce -11.2% 1,283 $432K
Rice Partnership, LLC 0.10% Reduce -3.8% 1,280 $431K
Walleye Trading LLC 0.01% New 1,276 $430K
Eagle Bay Advisors LLC 0.27% New 1,270 $428K
Mosley Wealth Management 0.40% Add +1.8% 1,266 $427K
Strategy Asset Managers LLC 0.09% No change 1,265 $426K
Naples Global Advisors, LLC 0.04% Add +13.3% 1,265 $426K
Heritage Investment Group, Inc. 0.06% New 1,259 $424K
DecisionPoint Financial, LLC 0.17% No change 1,292 $424K
Klingenstein Fields & Co. LP 0.02% Reduce -1.8% 1,257 $424K
Arbor Capital Management Inc. 0.40% Add +0.7% 1,254 $422K
Patrick M Sweeney & Associates, Inc. 0.35% No change 1,251 $422K
Tyche Wealth Partners LLC 0.10% No change 1,247 $420K
Wayfinding Financial, LLC 0.25% No change 1,253 $419K
Roman Butler Fullerton & Co. 0.16% Add +53.6% 1,310 $418K
Florida Trust Wealth Management Co 0.01% No change 1,238 $417K
Rappaport Reiches Capital Management, LLC 0.13% No change 1,235 $416K
German American Bancorp, Inc. 0.05% No change 1,235 $416K
Dana Investment Advisors, Inc. 0.01% Add +1.6% 1,234 $416K
Bfsg, LLC 0.06% No change 1,234 $416K
Guerra Pan Advisors, LLC 0.38% No change 1,225 $413K
Heritage Wealth Management, Inc. 0.41% Reduce -0.5% 1,224 $413K
Romano Brothers and Company 0.06% No change 1,224 $413K
Anderson Hoagland & Co. 0.05% Reduce -7.6% 1,234 $410K
S&T Bank 0.08% No change 1,217 $410K
Northstar Asset Management Inc. 0.07% No change 1,215 $410K
ZWJ Investment Counsel Inc. 0.02% Add +17.0% 1,214 $409K
Beach Investment Counsel Inc. 0.05% Add +12.5% 1,350 $409K
HRC Wealth Management, LLC 0.30% Add +60.7% 1,213 $409K
Clarity Capital Partners LLC 0.27% Reduce -17.0% 1,211 $408K
Paradigm, Strategies in Wealth Management, LLC 0.25% No change 1,211 $408K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% Reduce -2.4% 1,211 $408K
Hiley Hunt Wealth Management 0.27% No change 1,205 $406K
Gordian Advisors LLC 0.37% Reduce -2.3% 1,204 $406K
Ritholtz Wealth Management 0.01% No change 1,204 $406K
Moors & Cabot, Inc. 0.02% Add +5.8% 1,203 $406K
Accent Capital Management, LLC 0.35% Reduce -40.6% 1,200 $404K
LRI Investments, LLC 0.10% — 1,199 $404K
Scientech Research LLC 0.21% New 1,196 $403K
&partners 0.06% Reduce -88.8% 1,190 $401K
Accurate Wealth Management, LLC 0.12% Reduce -12.5% 1,262 $399K
Trust Co. of Vermont 0.02% Add +265.7% 1,163 $392K
Madison Wealth Partners, Inc 0.14% Reduce -9.8% 1,161 $391K
Financial Consulate, Inc. 0.12% Add +4.7% 1,160 $391K
IAG Wealth Partners, LLC 0.08% No change 1,159 $391K
Prosperity Wealth Management, Inc. 0.18% New 1,158 $390K
Centaurus Financial, Inc. 0.03% Reduce -9.3% 1,156 $390K
Aire Advisors, LLC 0.09% No change 1,155 $390K
One Wealth Management Investment & Advisory Services, LLC 0.16% Add +1.0% 1,152 $388K
Davidson Trust Co. 0.23% Reduce -6.8% 1,150 $388K
Flagship Private Wealth, LLC 0.25% No change 1,150 $388K
Collective Family Office LLC 0.13% New 1,150 $388K
MIdWestOne Financial Group, Inc. 0.07% No change 1,149 $387K
Institutional & Family Asset Management, LLC 0.06% Reduce -5.8% 1,149 $387K
Center for Financial Planning, Inc. 0.06% Add +34.4% 1,141 $385K
Montis Financial, LLC 0.18% No change 1,140 $384K
JB Capital LLC 0.03% Reduce -8.1% 1,137 $383K
Bank of Stockton 0.12% Reduce -6.6% 1,130 $381K
IRON Financial LLC 0.21% No change 1,129 $381K
City State Bank 0.17% Reduce -13.1% 1,126 $380K
Ashford Capital Management Inc. 0.05% Reduce -9.5% 1,127 $380K
Qube Research & Technologies Ltd 0.00% Reduce -73.1% 1,121 $378K
Prestige Wealth Management Group LLC 0.08% Reduce -25.8% 1,120 $377K
CIC Wealth, LLC 0.11% Reduce -67.8% 1,119 $377K
Eudaimonia Partners, LLC 0.09% No change 1,118 $377K
Community Financial Services Group, LLC 0.09% — 1,117 $376K
Measured Wealth Private Client Group, LLC 0.13% New 1,117 $376K
Inspirion Wealth Advisors, LLC 0.06% No change 1,116 $376K
Pinnacle Bancorp, Inc. 0.11% Reduce -5.7% 1,114 $375K
Capital Analysts, LLC 0.02% Add +33.5% 1,112 $375K
Thoroughbred Financial Services, LLC 0.04% Reduce -66.3% 1,108 $373K
LCNB Corp. 0.13% No change 1,107 $373K
Telos Capital Management, Inc. 0.04% Reduce -6.1% 1,105 $372K
Tandem Capital Management Corp. 0.21% Reduce -19.9% 1,103 $372K
Fort Sheridan Advisors LLC 0.07% Add +27.3% 1,102 $371K
NBT Bank, N.A. 0.03% Reduce -6.9% 1,100 $371K
BetterWealth, LLC 0.12% Reduce -3.0% 1,093 $368K
Piscataqua Savings Bank 0.32% Reduce -8.4% 1,091 $368K
Sandbox Financial Partners, LLC 0.15% Add +0.1% 1,086 $366K
Fca Corp. 0.12% No change 1,085 $366K
First Command Advisory Services, Inc. 0.00% Reduce -11.8% 1,084 $365K
First Nebraska Trust Co 0.04% No change 1,083 $365K
JNBA Financial Advisors 0.04% No change 1,082 $365K
Skyline Advisors, Inc. 0.16% Add +11.0% 1,080 $364K
Sage Capital Advisors,llc 0.11% Reduce -48.1% 1,079 $364K
Roberts Glore & Co. Inc. 0.11% No change 1,076 $363K
Northwest Quadrant Wealth Management, LLC 0.09% Add +0.1% 1,075 $362K
Texas Capital Bancshares Inc 0.16% Reduce -7.6% 1,067 $360K
Stonebrook Private Inc. 0.10% Reduce -62.7% 1,065 $359K
Perennial Advisors, LLC 0.08% No change 1,059 $357K
New Perspectives, Inc 0.20% — 1,057 $356K
Washington Trust Bank 0.03% Reduce -54.1% 1,057 $356K
Modern Wealth Management, LLC 0.03% No change 1,053 $355K
Horst & Graben Wealth Management LLC 0.07% Reduce -0.9% 1,053 $355K
One Charles Private Wealth Services, LLC 0.15% Add +18.4% 1,051 $354K
Abbot Financial Management, Inc. 0.20% Reduce -0.7% 1,050 $354K
Harbor Advisory Corp. 0.12% Reduce -22.2% 1,050 $354K
JBR Co Financial Management Inc 0.28% No change 1,047 $353K
Oak Ridge Investments LLC 0.04% Reduce -53.4% 1,044 $352K
River Wealth Advisors LLC 0.05% No change 1,043 $352K
Berkeley, Inc 0.21% Reduce -17.2% 1,038 $350K
Cobblestone Capital Advisors LLC 0.02% Add +16.4% 1,030 $347K
Wealthquest Corp 0.04% No change 1,027 $346K
ERn Financial, LLC 0.06% Reduce -8.3% 1,026 $346K
Kingfisher Capital LLC 0.08% Add +0.2% 1,023 $345K
Kolinsky Wealth Management, LLC 0.26% No change 1,022 $345K
Neumann Capital Management, LLC 0.12% No change 1,022 $344K
Abner Herrman & Brock LLC 0.04% No change 1,022 $344K
PDS Planning, Inc 0.04% Add +0.1% 1,019 $343K
One Day In July LLC 0.05% Add +18.4% 1,018 $343K
Chemistry Wealth Management LLC 0.09% No change 1,012 $341K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $339K
Lodestar Private Asset Management LLC 0.05% Reduce -2.3% 1,005 $339K
PCA Investment Advisory Services Inc. 0.19% Add +13.8% 1,004 $339K
Headinvest, LLC 0.07% Reduce -6.0% 1,004 $338K
Oder Investment Management, LLC 0.31% No change 1,001 $337K
Providence First Trust Co 0.15% No change 1,000 $337K
Integris Wealth Management, LLC 0.09% No change 1,000 $337K
Fusion Family Wealth, LLC 0.03% Add +13.0% 997 $336K
Peak Financial Advisors LLC 0.20% No change 996 $336K
Intelligence Driven Advisers, LLC 0.05% Add +10.9% 996 $336K
Ziegler Capital Management, LLC 0.01% No change 994 $335K
Country Trust Bank 0.01% No change 993 $335K
Aspire Private Capital, LLC 0.09% No change 992 $334K
Sequent Asset Management, LLC 0.18% No change 990 $334K
LPWM LLC 0.12% Add +14.9% 1,000 $333K
Hollencrest Capital Management 0.02% Add +9.2% 985 $332K
Cambridge Trust Co. 0.01% Reduce -35.4% 985 $332K
Bigelow Investment Advisors, LLC 0.16% Add +4.3% 980 $330K
Realta Investment Advisors 0.07% Reduce -6.0% 973 $328K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +2.6% 970 $327K
Blue Fin Capital, Inc. 0.07% No change 970 $327K
Vision Capital Management, Inc. 0.05% Add +2.1% 968 $326K
Carmichael Hill & Associates, Inc. 0.13% No change 964 $325K
World Equity Group, Inc. 0.07% Reduce -13.3% 964 $325K
Arvest Investments, Inc. 0.05% Reduce -2.2% 959 $323K
Northwest Bancshares, Inc. 0.05% Reduce -14.2% 952 $321K
Abacus Planning Group, Inc. 0.06% Reduce -0.3% 950 $320K
Patriot Investment Management Group, Inc. 0.03% No change 949 $320K
Broadleaf Partners, LLC 0.08% Reduce -25.5% 949 $320K
Grey Ledge Advisors, LLC 0.09% Reduce -4.9% 948 $320K
Adell Harriman & Carpenter Inc. 0.03% No change 946 $319K
Armstrong Advisory Group, Inc. 0.03% No change 1,049 $318K
Shufro Rose & Co. LLC 0.03% Reduce -39.3% 939 $316K
Ted Buchan & Co 0.19% Reduce -1.0% 929 $313K
McCarthy & Cox 0.12% — 929 $313K
Marks Group Wealth Management, Inc 0.03% No change 929 $313K
Cardinal Point Capital Management ULC 0.06% No change 923 $311K
Foster Group, Inc. 0.02% New 922 $311K
Values Added Financial LLC 0.24% No change 920 $310K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -62.8% 918 $309K
Commons Capital, LLC 0.45% Add +0.1% 918 $309K
Transform Wealth, LLC 0.03% No change 917 $309K
Peoples Bank 0.17% Reduce -0.4% 917 $309K
Monument Capital Management 0.09% No change 917 $309K
Lionsbridge Wealth Management LLC 0.24% No change 916 $309K
Private Management Group Inc. 0.01% Reduce -19.6% 916 $309K
Arcadia Investment Advisors LLC 0.18% No change 913 $308K
Trek Financial, LLC 0.02% No change 907 $306K
Ironwood Investment Management LLC 0.15% No change 906 $305K
Operose Advisors LLC 0.10% Reduce -0.9% 905 $305K
Lokken Investment Group LLC 0.15% Add +1.7% 901 $304K
Elk River Wealth Management LLC 0.06% Reduce -39.1% 901 $304K
Independent Advisor Alliance 0.01% No change 897 $302K
Foster & Motley Inc. 0.02% No change 897 $302K
Gemmer Asset Management LLC 0.04% No change 896 $302K
Prospect Financial Services LLC 0.25% Reduce -4.5% 894 $301K
Cornerstone National Bank & Trust Co 0.15% No change 893 $301K
Roundview Capital LLC 0.02% No change 891 $300K
Bromfield Sneider Wealth Advisors 0.19% Add +0.1% 891 $300K
Patton Albertson Miller Group, LLC 0.04% Reduce -4.3% 890 $300K
Ascent Group, LLC 0.03% No change 889 $300K
Clean Yield Group 0.12% Reduce -18.4% 888 $299K
OneAscent Wealth Management LLC 0.11% Reduce -8.8% 886 $299K
Advisory Alpha, LLC 0.01% New 883 $298K
Austin Asset Management Co Inc 0.07% Reduce -36.7% 878 $296K
Phillips Financial Management, LLC 0.02% Reduce -7.2% 874 $295K
Summit Investment Advisory Services, LLC 0.17% No change 873 $294K
RB Capital Management, LLC 0.08% Reduce -2.4% 866 $292K
Fortitude Advisory Group L.L.C. 0.16% Reduce -42.0% 864 $291K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -0.9% 863 $291K
Riversedge Advisors, LLC 0.07% New 860 $290K
Baugh & Associates, LLC 0.15% Reduce -5.5% 860 $290K
Heritage Wealth Management, LLC 0.15% No change 860 $290K
Pacific Sun Financial Corp 0.17% No change 859 $290K
Mayflower Financial Advisors, LLC 0.05% No change 856 $289K
Everpar Advisors LLC 0.17% New 851 $287K
Stuart Chaussee & Associates, Inc. 0.08% No change 850 $286K
Fiera Capital Corp 0.00% Reduce -65.6% 849 $286K
Facet Wealth, Inc. 0.01% Reduce -5.1% 852 $286K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% New 846 $285K
Ulland Investment Advisors, LLC 0.23% New 845 $285K
ABLE Financial Group, LLC 0.11% No change 844 $284K
Shepherd Financial Partners LLC 0.04% Reduce -32.1% 843 $284K
Cape Cod Five Cents Savings Bank 0.03% No change 839 $283K
Graves Light Lenhart Wealth, Inc. 0.03% No change 838 $282K
Millennium Capital Advisors, LLC 0.20% No change 837 $282K
Cedar Wealth Management, LLC 0.09% No change 832 $281K
Trexquant Investment LP 0.01% New 830 $280K
Sfmg, LLC 0.02% Add +23.1% 827 $279K
Werba Rubin Papier Wealth Management 0.08% New 826 $278K
Prio Wealth Limited Partnership 0.01% No change 825 $278K
Aspect Partners, LLC 0.22% No change 825 $278K
Precedent Wealth Partners, LLC 0.12% Add +0.4% 825 $278K
Janney Capital Management LLC 0.02% No change 826 $278K
Rothschild Wealth LLC 0.10% — 822 $277K
High Net Worth Advisory Group LLC 0.09% No change 822 $277K
Parker Investment Management, LLC 0.05% No change 821 $277K
Newton One Investments LLC 0.12% No change 819 $276K
Fort Point Capital Partners LLC 0.04% No change 817 $275K
Shakespeare Wealth Management, LLC 0.08% Reduce -3.2% 813 $274K
Auxano Advisors, LLC 0.08% New 813 $274K
Range Financial Group LLC 0.14% No change 810 $273K
Cove Private Wealth, LLC 0.24% No change 810 $273K
Orion Capital Management LLC 0.15% No change 810 $273K
Lakeshore Financial Planning, Inc. 0.14% No change 810 $273K
LongView Wealth Management 0.11% Add +7.7% 807 $272K
Steele Capital Management, Inc. 0.02% No change 807 $272K
Mitchell McLeod Pugh & Williams Inc. 0.07% Reduce -6.9% 807 $272K
Tiller Private Wealth, Inc. 0.12% No change 806 $272K
Harvest Investment Services, LLC 0.11% No change 805 $271K
Grandfield & Dodd, LLC 0.02% No change 804 $271K
M3 Advisory Group, LLC 0.25% Add +3.5% 804 $271K
UNIVEST FINANCIAL Corp 0.08% No change 803 $271K
Azimuth Capital Investment Management LLC 0.01% Reduce -0.9% 802 $270K
Carson Advisory Inc. 0.19% Reduce -11.1% 802 $270K
Edge Financial Advisors LLC 0.24% — 801 $270K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 832 $268K
L.M. Kohn & Company 0.07% New 791 $267K
Litman Gregory Wealth Management LLC 0.02% Reduce -10.9% 791 $266K
Cornerstone Management, Inc. 0.06% Reduce -18.5% 790 $266K
Marietta Investment Partners LLC 0.06% No change 788 $266K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 787 $265K
Fulton Breakefield Broenniman LLC 0.02% Add +18.5% 787 $265K
Kelman-Lazarov, Inc. 0.05% No change 785 $265K
Eastover Investment Advisors LLC 0.13% New 782 $264K
JGP Wealth Management, LLC 0.04% Reduce -23.0% 782 $264K
Redwood Financial Network Corp 0.23% New 776 $261K
Capital Investment Counsel, LLC 0.06% No change 775 $261K
Boston Research & Management Inc. 0.06% Reduce -4.8% 772 $260K
Emergent Wealth Advisors, LLC 0.22% Reduce -9.3% 766 $258K
Guyasuta Investment Advisors Inc. 0.02% No change 851 $258K
Traynor Capital Management, Inc. 0.02% New 764 $258K
Tyler-Stone Wealth Management 0.11% No change 760 $256K
Prepared Retirement Institute LLC 0.19% Reduce -6.1% 757 $255K
Matisse Capital 0.12% No change 752 $253K
Brave Asset Management Inc. 0.07% New 752 $253K
Legacy Bridge, LLC 0.15% No change 750 $253K
Creative Capital Management Investments LLC 0.13% No change 750 $253K
MGB Wealth Management, LLC 0.10% No change 750 $253K
Act Wealth Management, LLC 0.13% Reduce -24.4% 748 $252K
Norden Group LLC 0.05% New 746 $251K
Robinswood Financial LLC 0.11% Add +0.1% 743 $250K
RDA Financial Network 0.09% No change 742 $250K
Old Second National Bank of Aurora 0.06% No change 741 $250K
First National Bank & Trust Co. of Newtown 0.05% No change 741 $250K
Concord Wealth Partners 0.04% Add +24533.3% 739 $249K
Sterling Wealth Management, Inc. 0.12% No change 739 $249K
Boston Common Asset Management, LLC 0.01% No change 738 $249K
Novare Capital Management LLC 0.02% No change 738 $249K
Aurora Private Wealth, Inc. 0.21% Add +0.1% 737 $248K
Columbia Asset Management 0.05% No change 810 $246K
Certus Wealth Management, LLC 0.20% No change 739 $245K
Avondale Wealth Management 0.17% No change 725 $244K
Wells Trecaso Financial Group, LLC 0.09% Reduce -12.1% 724 $244K
Allied Investment Advisors, LLC 0.06% No change 724 $244K
MainStreet Investment Advisors LLC 0.03% No change 723 $244K
Basepoint Wealth LLC 0.18% New 721 $243K
Uptick Partners, LLC 0.19% Reduce -18.5% 720 $243K
LaFleur & Godfrey LLC 0.04% No change 720 $243K
TD Capital Management LLC 0.03% No change 717 $242K
Safeguard Investment Advisory Group, LLC 0.08% Add +0.1% 716 $241K
DRW Securities, LLC 0.01% New 715 $241K
Jamison Private Wealth Management, Inc. 0.04% Add +1641.5% 714 $241K
WealthTrust Axiom LLC 0.08% Reduce -3.0% 713 $240K
Andrews, Lucia Wealth Management LLC 0.17% No change 711 $240K
Morton Brown Family Wealth, LLC 0.10% No change 709 $239K
Trust Co 0.03% No change 709 $239K
Affinity Wealth Management LLC 0.04% Add +2.6% 708 $239K
Keystone Financial Group 0.03% New 703 $237K
Chemung Canal Trust Co. 0.05% Reduce -5.7% 702 $237K
Missouri Trust & Investment Co 0.09% Reduce -12.5% 700 $236K
Aspen Wealth Strategies, LLC 0.16% Reduce -30.0% 696 $235K
Benin Management CORP 0.07% No change 696 $235K
Main Street Research LLC 0.02% Reduce -7.1% 695 $234K
First County Bank 0.11% No change 693 $234K
CM Wealth Advisors LLC 0.07% New 694 $233K
Future Financial Wealth Managment LLC 0.18% Reduce -94.1% 690 $233K
Randolph Co Inc 0.03% No change 690 $233K
Oak Harvest Investment Services 0.04% Reduce -6.8% 687 $232K
Cooper/Haims Advisors, LLC 0.13% No change 687 $231K
Onyx Financial Advisors, LLC 0.14% New 682 $230K
Kellett Wealth Advisors, LLC 0.16% New 681 $229K
Acorn Financial Advisory Services Inc. 0.04% Reduce -13.5% 679 $229K
Strata Wealth Advisors, LLC 0.08% No change 678 $229K
HM Payson & Co. 0.00% Reduce -23.1% 673 $227K
Pacific Center for Financial Services 0.06% No change 673 $227K
MKT Advisors LLC 0.12% No change 681 $227K
Capital Management Associates, Inc 0.17% Reduce -29.1% 669 $225K
Standard Family Office LLC 0.30% New 668 $225K
Cetera Trust Company, N.A 0.14% No change 666 $224K
BKM Wealth Management, LLC 0.10% Reduce -10.0% 666 $224K
Meeder Advisory Services, Inc. 0.02% New 664 $224K
Bowman & Co S.C. 0.13% New 659 $222K
Horizons Wealth Management 0.15% No change 732 $222K
Trivium Point Advisory, LLC 0.05% New 658 $222K
Canopy Partners, LLC 0.11% New 657 $221K
Callan Capital, LLC 0.02% New 652 $220K
Security Financial Services, INC. 0.05% New 649 $219K
Gilman Hill Asset Management, LLC 0.04% Reduce -31.1% 647 $218K
Southeast Asset Advisors, LLC 0.03% New 646 $218K
TruNorth Capital Management, LLC 0.07% — 645 $217K
FinTrust Capital Advisors, LLC 0.04% No change 643 $217K
All Terrain Financial Advisors, LLC 0.09% New 643 $217K
Global Assets Advisory, LLC 0.13% New 643 $217K
Howard Financial Services, LTD. 0.04% New 642 $216K
Oxbow Advisors, LLC 0.03% Reduce -14.7% 641 $216K
Fiduciary Group, LLC 0.02% New 641 $216K
Granite Group Advisors, LLC 0.15% No change 640 $216K
Investors Research Corp 0.05% No change 640 $216K
Bay Rivers Group 0.12% New 631 $213K
Stephen J. Garry & Associates, LLC 0.22% New 630 $212K
Soundmark Wealth Management, LLC 0.09% New 630 $212K
Meridian Investment Counsel Inc. 0.07% Reduce -41.0% 630 $212K
Indie Asset Partners, LLC 0.19% New 628 $212K
Montz Harcus Wealth Management LLC 0.14% New 626 $211K
Melfa Wealth Management, Inc. 0.15% New 625 $211K
W1M Investment Management Ltd 0.00% New 625 $211K
Black Diamond Financial, LLC 0.06% No change 694 $210K
Advus Financial Partners, LLC 0.06% Reduce -11.7% 622 $210K
Morningstar Investment Services LLC 0.00% Reduce -8.0% 618 $209K
Opal Wealth Advisors, LLC 0.07% Reduce -57.6% 619 $209K
Moody LYNN Lieberson & Walker, LLC 0.01% New 618 $208K
Northwest Financial Advisors 0.23% No change 617 $208K
Philadelphia Trust Co. 0.02% New 616 $208K
Kelleher Financial Advisors 0.09% New 613 $207K
Hilton Capital Management, LLC 0.02% New 612 $206K
Mayfair Advisory Group, LLC 0.15% Reduce -9.1% 611 $206K
Collaborative Wealth Managment Inc. 0.10% Reduce -27.0% 611 $206K
Smith Chas P & Associates Pa Cpas 0.01% New 610 $206K
Exchange Capital Management, Inc. 0.03% New 610 $206K
American National Bank & Trust 0.03% No change 610 $206K
Holderness Investments Co. 0.05% New 609 $205K
1776 Wealth LLC 0.10% Reduce -12.2% 603 $203K
Clear Point Advisors Inc. 0.17% No change 603 $203K
Gill Capital Partners, LLC 0.08% New 629 $203K
Vestor Capital, LLC 0.02% Reduce -22.1% 601 $203K
Eagle Ridge Investment Management 0.02% New 600 $202K
Aspen Investment Management Inc 0.10% New 600 $202K
Register Financial Advisors LLC 0.10% No change 593 $200K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 807 $197K
CVA Family Office, LLC 0.04% No change 584 $197K
Federation des caisses Desjardins du Quebec 0.00% No change 574 $193K
West Branch Capital LLC 0.08% Reduce -11.7% 557 $188K
Cassady Schiller Wealth Management, LLC 0.08% No change 554 $187K
Annapolis Financial Services, LLC 0.06% No change 550 $185K
First Personal Financial Services 0.04% Add +46.9% 536 $181K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 535 $180K
Baldwin Wealth Partners LLC 0.01% Reduce -53.7% 530 $179K
Mb, Levis & Associates, LLC 0.09% No change 524 $177K
Russell Investments Group, Ltd. 0.00% Reduce -34.3% 522 $176K
Core Alternative Capital 0.03% No change 519 $175K
Front Row Advisors LLC 0.06% Reduce -2.9% 503 $170K
Global Wealth Strategies & Associates 0.06% No change 494 $167K
Financial Gravity Asset Management, Inc. 0.05% Reduce -93.6% 544 $165K
First PREMIER Bank 0.04% Reduce -23.7% 483 $163K
WealthCollab, LLC 0.11% No change 462 $156K
Bear Mountain Capital, Inc. 0.07% Reduce -0.4% 476 $154K
Kiely Wealth Advisory Group, Inc. 0.09% No change 466 $153K
Legend Financial Advisors, Inc. 0.11% Reduce -6.2% 452 $152K
Horrell Capital Management, Inc. 0.04% No change 450 $152K
Aspire Wealth Management Corp 0.09% No change 450 $152K
Capital Investment Counsel, Inc 0.03% No change 450 $152K
PFG Private Wealth Management, LLC 0.09% Reduce -0.9% 440 $148K
Arjuna Capital 0.04% No change 431 $145K
Westend Capital Management, LLC 0.05% — 420 $142K
Assetmark, Inc. 0.00% Reduce -70.1% 416 $140K
Caitlin John, LLC 0.10% Reduce -3.4% 402 $135K
Howe & Rusling Inc. 0.01% Reduce -80.0% 394 $133K
Perkins Coie Trust Co 0.03% No change 391 $132K
LifeSteps Financial, Inc. 0.10% New 389 $131K
ICA Group Wealth Management, LLC 0.03% Add +33.8% 388 $131K
Red Lighthouse Investment Management, LLC 0.05% Reduce -23.4% 387 $130K
Hills Bank & Trust Co 0.01% No change 385 $130K
Trifecta Capital Advisors, LLC 0.03% Reduce -45.9% 384 $129K
JDM Financial Group LLC 0.09% No change 376 $127K
SJS Investment Consulting Inc. 0.02% No change 365 $123K
CNB Bank 0.06% No change 359 $121K
SRH Advisors, LLC 0.04% No change 356 $120K
Morling Financial Advisors, LLC 0.07% No change 354 $119K
Tidemark, LLC 0.06% No change 330 $111K
Headlands Technologies LLC 0.03% New 330 $111K
Pineridge Advisors LLC 0.04% Reduce -16.0% 325 $110K
CarsonAllaria Wealth Management, Ltd. 0.07% No change 323 $109K
Arcadia Investment Management Corp. 0.02% Reduce -37.3% 319 $108K
Core Wealth Advisors, Inc. 0.04% No change 315 $106K
Evergreen Private Wealth LLC 0.05% Reduce -14.5% 313 $105K
Insight Inv LLC 0.09% No change 311 $105K
Caldwell Sutter Capital, Inc. 0.05% No change 310 $104K
Duncker Streett & Co. Inc. 0.02% No change 310 $104K
Templeton & Phillips Capital Management, LLC 0.09% New 300 $101K
Sound Income Strategies, LLC 0.01% Add +86.0% 292 $98K
Rosenberg Matthew Hamilton 0.03% No change 289 $97K
Jackson, Grant Investment Advisers, Inc. 0.04% No change 286 $96K
Smartleaf Asset Management LLC 0.02% No change 282 $95K
Granite Investment Partners, LLC 0.00% No change 282 $95K
Laffer Tengler Investments, Inc. 0.03% New 277 $93K
Luken Investment Analytics, LLC 0.05% No change 267 $90K
Belmont Capital, LLC 0.02% No change 266 $90K
Clear Investment Research, LLC 0.12% No change 257 $87K
Cherry Tree Wealth Management, LLC 0.02% Reduce -5.6% 255 $86K
Field & Main Bank 0.03% No change 255 $86K
CoreFirst Bank & Trust 0.05% No change 250 $84K
Central Bank & Trust Co. 0.01% No change 248 $84K
Mogy Joel R Investment Counsel Inc. 0.01% New 245 $82K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 242 $82K
Albion Financial Group 0.01% Add +671.0% 239 $81K
SYM FINANCIAL Corp 0.01% No change 237 $80K
Hanson & Doremus Investment Management 0.01% No change 227 $77K
McKinley Capital Management LLC 0.01% Reduce -3.4% 225 $76K
United Community Bank 0.03% No change 221 $74K
Continuum Advisory, LLC 0.01% Reduce -80.4% 221 $74K
Alcosta Capital Management, Inc. 0.05% No change 213 $72K
WFA Asset Management Corp 0.04% Add +0.5% 210 $71K
Custom Portfolio Group LLC 0.06% No change 208 $70K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 204 $69K
Atlantic Private Wealth, LLC 0.06% No change 202 $68K
RE Dickinson Investment Advisors, LLC 0.04% No change 202 $68K
WR Wealth Planners, LLC 0.02% New 201 $68K
Mill Capital Management, LLC 0.01% No change 200 $67K
BBJS Financial Advisors, LLC 0.02% No change 194 $65K
Mitchell Sinkler & Starr 0.02% Reduce -66.3% 190 $64K
Mendota Financial Group, LLC 0.04% No change 189 $64K
Avion Wealth 0.02% No change 183 $62K
Financial Freedom, LLC 0.04% No change 183 $62K
Fairman Group, LLC 0.05% Add +0.6% 169 $57K
Financial Synergies Wealth Advisors, Inc. 0.01% Add +200.0% 168 $57K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 166 $56K
True Wealth Design, LLC 0.01% No change 159 $54K
Tanaka Capital Management Inc. 0.12% No change 149 $50K
Delta Asset Management LLC 0.00% Reduce -20.0% 140 $47K
Richardson Financial Services Inc. 0.03% New 132 $44K
Breakwater Investment Management 0.02% — 130 $44K
ARK Investment Management 0.00% Add +28.4% 122 $41K
Main Street Group, LTD 0.02% No change 121 $41K
Clearstead Trust, LLC 0.01% No change 119 $40K
Frazier Financial Advisors, LLC 0.03% No change 118 $40K
POM Investment Strategies, LLC 0.03% No change 114 $38K
Nvwm, LLC 0.01% Add +44.9% 100 $34K
Cranbrook Wealth Management, LLC 0.01% No change 100 $34K
Citizens National Bank Trust Department 0.01% No change 100 $34K
TCTC Holdings, LLC 0.00% Reduce -27.0% 100 $34K
Oliver Lagore Vanvalin Investment Group 0.01% New 83 $28K
Morris Financial Concepts, Inc. 0.01% No change 81 $27K
HHM Wealth Advisors, LLC 0.00% Add +26.2% 77 $26K
Davis Capital Management 0.02% No change 77 $26K
Ogorek Anthony Joseph /NY/ 0.01% Reduce -30.0% 77 $25K
Twin Lakes Capital Management, LLC 0.02% No change 71 $24K
Gables Capital Management Inc. 0.01% New 69 $23K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 66 $22K
Janiczek Wealth Management, LLC 0.00% No change 66 $22K
Emfo, LLC 0.02% No change 63 $21K
Versant Capital Management, Inc 0.01% No change 63 $21K
Mascoma Wealth Management LLC 0.01% Reduce -79.3% 63 $21K
Creekmur Asset Management LLC 0.01% Reduce -43.5% 61 $20K
Banque Cantonale Vaudoise 0.00% No change 60 $20K
Truvestments Capital LLC 0.01% New 59 $20K
Tower View Wealth Management LLC 0.01% No change 59 $20K
HighMark Wealth Management LLC 0.01% No change 56 $19K
Raffa Wealth Management, LLC 0.01% Reduce -19.1% 55 $19K
AllSquare Wealth Management LLC 0.01% No change 54 $18K
Armor Investment Advisors, LLC 0.01% New 50 $17K
Belvedere Trading LLC 0.00% Reduce -96.9% 43 $14K
Mine & Arao Wealth Creation & Management, LLC. 0.01% Add +44.4% 39 $13K
Founders Capital Management 0.01% No change 36 $12K
Mark Sheptoff Financial Planning, LLC 0.01% No change 36 $12K
Benjamin Edwards Inc. 0.00% Reduce -25.0% 36 $12K
Resources Management Corp. /CT/ 0.00% No change 37 $12K
Investment Research & Advisory Group, Inc. 0.01% No change 35 $12K
Global Financial Private Client, LLC 0.01% No change 35 $12K
Nemes Rush Group LLC 0.00% No change 34 $11K
EnRich Financial Partners LLC 0.00% New 34 $11K
Red Tortoise LLC 0.01% Add +43.5% 33 $11K
Pathway Financial Advisers, LLC 0.00% Add +57.1% 33 $11K
Raleigh Capital Management Inc. 0.00% New 33 $11K
Rogco, LP 0.00% No change 33 $11K
Iron Horse Wealth Management, LLC 0.00% No change 30 $10K
Tucker Asset Management LLC 0.00% Add +150.0% 30 $10K
CGC Financial Services, LLC 0.01% No change 29 $10K
Atlas Capital Advisors Inc. 0.00% No change 28 $9K
Dynamic Wealth Strategies, LLC 0.01% No change 27 $9K
Broadwater Capital Management LLC 0.01% No change 25 $8K
Retirement Group, LLC 0.00% No change 21 $7K
First Community Trust NA 0.01% No change 20 $7K
Kelly Financial Services LLC 0.00% No change 19 $6K
Toth Financial Advisory Corp. 0.00% No change 17 $6K
Cape Investment Advisory, Inc. 0.00% Reduce -52.9% 16 $5K
Winch Advisory Services, LLC 0.00% No change 15 $5K
Hexagon Capital Partners LLC 0.00% No change 14 $5K
Ameritas Investment Partners, Inc. 0.00% Add +8.3% 13 $4K
Lowe Wealth Advisors, LLC 0.00% No change 6 $2K
Toronto Dominion Bank 0.00% No change 3 $1K
Bangor Savings Bank 0.00% No change 1 $337

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