iShares Russell 1000 GrowthIWFETF

13F holders, Q2 2024 (June 30)
2,031holders +67
127new positions
66sold out
8famous investors
$363.50avg. 13F price*

At the end of Q2 2024, 2,031 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 67 from Q1 2024. 127 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($11.0B), Morgan Stanley ($9.5B) and FMR LLC ($3.6B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 → Q2 2024

InstitutionsTotal Value
New Positions127$246.9M
Exits66$174.8M

All 13F filers, Q1 2024 → Q2 2024: 10,376,528 shares bought and 8,013,427 shares sold, net +2,363,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,031 holders

Bank of America Corp. 1.06% Reduce -0.2% 30,231,815 $11.0B
Morgan Stanley 0.74% Add +7.7% 26,053,840 $9.5B
FMR LLC 0.23% Reduce -1.5% 9,860,525 $3.6B
Goldman Sachs Group Inc. 0.68% Reduce -4.0% 9,525,135 $3.5B
JPMorgan Chase & Co. 0.22% Reduce -10.8% 7,000,590 $2.6B
UBS Group AG 0.70% Add +0.4% 6,229,208 $2.3B
Envestnet Asset Management Inc. 0.65% Reduce -0.3% 5,147,669 $1.9B
Northern Trust Corp. 0.28% Add +4.4% 4,559,477 $1.7B
Wells Fargo & Company 0.39% Reduce -1.2% 4,144,595 $1.5B
PNC Financial Services Group, Inc. 0.76% Reduce -1.3% 3,142,802 $1.1B
LPL Financial LLC 0.53% Add +2.1% 2,924,993 $1.1B
M&T Bank Corp 3.48% Add +1.8% 2,797,853 $1.0B
Raymond James & Associates 0.63% Reduce -0.2% 2,613,524 $952.7M
Ameriprise Financial Inc. 0.22% Reduce -54.4% 2,271,191 $828.0M
Baird Financial Group, Inc. 1.69% Reduce -2.6% 2,235,222 $814.8M
Commonwealth Equity Services, LLC 1.28% Add +4.0% 2,216,427 $807.9M
Truist Financial Corp. 1.21% Add +0.5% 2,180,845 $794.9M
Tiaa Trust, National Association 2.44% Reduce -1.9% 2,161,616 $791.5M
Royal Bank of Canada 0.15% Add +0.8% 1,684,604 $614.1M
Signaturefd, LLC 12.32% Add +3.4% 1,664,110 $606.6M
Nuveen Asset Management, LLC 0.17% Reduce -15.4% 1,553,386 $566.2M
American Century Companies Inc. 0.34% Add +3987.1% 1,530,909 $558.0M
Stifel Financial Corp. 0.62% Add +0.8% 1,508,606 $549.9M
Focus Partners Wealth 1.66% Add +103.1% 1,354,760 $493.8M
CHURCHILL MANAGEMENT Corp 5.80% Reduce -1.6% 1,349,961 $492.1M
Cetera Investment Advisers 1.11% Add +0.8% 1,323,003 $482.2M
Bank of New York Mellon Corp 0.09% Add +1.2% 1,321,879 $481.8M
Synovus Financial Corp. 6.26% Add +0.4% 1,300,716 $474.1M
Alliancebernstein L.P. 0.16% Add +601.8% 1,293,915 $471.6M
Circle Wealth Management, LLC 10.86% Add +0.0% 1,288,376 $469.6M
GLOBALT Investments LLC / GA 16.70% Add +0.8% 1,146,766 $418.0M
US Bancorp \de 0.57% Add +0.8% 1,146,177 $417.8M
HighTower Advisors, LLC 0.62% Reduce -8.5% 1,104,048 $402.3M
BlackRock Inc. 0.01% Reduce -29.5% 1,046,324 $381.4M
CIBC Private Wealth Group LLC 0.59% Add +13.6% 829,598 $314.0M
Cerity Partners LLC 0.82% Reduce -0.7% 825,404 $300.9M
Prudential Financial Inc. 0.45% Add +7.9% 815,768 $297.4M
Corient Private Wealth LP 0.50% Add +0.8% 786,920 $286.8M
Janney Montgomery Scott LLC 0.87% Add +1.7% 778,719 $283.9M
Raymond James Financial Services Advisors, Inc. 0.38% Reduce -0.7% 725,763 $264.5M
Osaic Holdings, Inc. 0.62% Add +3.7% 719,721 $262.4M
NorthCoast Asset Management LLC 2.01% Add +307.1% 646,001 $235.5M
Clearstead Advisors, LLC 4.02% Add +5391.5% 645,742 $235.4M
Comerica Bank 0.97% Add +1.5% 640,577 $233.5M
Waldron Private Wealth LLC 10.31% Reduce -0.9% 632,161 $230.4M
Northwestern Mutual Wealth Management Co. 0.22% Add +0.6% 615,482 $224.3M
Citigroup Inc. 0.21% Reduce -10.6% 608,147 $221.7M
Rockefeller Capital Management L.P. 0.62% Reduce -4.1% 600,817 $218.9M
1ST Source Bank 12.49% Reduce -2.7% 585,838 $213.5M
Cresset Asset Management, LLC 0.87% Add +13.0% 562,876 $205.2M
Mariner, LLC 0.40% Reduce -2.6% 560,348 $204.3M
Johnson Financial Group, Inc. 9.87% Reduce -2.6% 558,937 $203.7M
Two Sigma Investments, LP 0.49% Reduce -4.3% 546,900 $199.4M
MML Investors Services, LLC 0.74% Add +1.7% 504,249 $183.8M
Choreo, LLC 3.05% Add +10.4% 494,413 $181.9M
Regions Financial Corp. 1.38% Add +0.6% 497,654 $181.4M
Commerce Bank 1.09% Reduce -1.6% 459,812 $167.6M
Captrust Financial Advisors 0.51% Reduce -1.1% 437,519 $159.5M
Fifth Third Bancorp 0.61% Reduce -5.3% 437,049 $159.3M
Creative Planning 0.17% Reduce -0.9% 436,034 $158.9M
Staley Capital Advisers Inc. 7.10% Reduce -1.8% 423,833 $154.5M
Cullen/Frost Bankers, Inc. 2.21% Reduce -1.9% 419,259 $152.8M
MAI Capital Management 1.46% Add +11.9% 406,995 $148.4M
Wealth Enhancement Advisory Services, LLC 0.33% Reduce -2.4% 385,045 $140.4M
Mercer Global Advisors Inc. 0.38% Reduce -1.2% 499,364 $139.2M
Oakworth Capital, Inc. 9.91% Reduce -1.9% 372,137 $135.6M
D.A. Davidson & Co. 1.18% Add +0.5% 364,062 $132.7M
Stairway Partners, LLC 9.87% Reduce -2.5% 344,605 $125.6M
Silvercrest Asset Management Group LLC 0.86% Reduce -0.5% 343,682 $125.3M
Two Sigma Advisers, LP 0.28% Reduce -19.4% 338,300 $123.3M
Bank of Montreal 0.04% Add +1.1% 336,805 $122.9M
Equitable Holdings, Inc. 1.16% Reduce -2.2% 303,253 $110.5M
Polen Capital Management LLC 0.27% Add +292.9% 297,803 $108.6M
Orion Porfolio Solutions, LLC 1.13% Reduce -6.2% 294,532 $107.4M
Orion Portfolio Solutions, LLC 1.13% Reduce -6.2% 294,532 $107.4M
Private Advisor Group, LLC 0.72% Reduce -1.3% 293,653 $107.0M
Modera Wealth Management, LLC 1.51% Reduce -1.1% 281,754 $102.7M
Ieq Capital, LLC 1.33% Add +12.2% 270,723 $98.7M
Moneta Group Investment Advisors LLC 1.57% Reduce -1.6% 269,036 $98.1M
Thrivent Financial for Lutherans 0.20% Reduce -18.4% 268,014 $97.7M
Stephens Inc. 1.49% Reduce -1.5% 267,790 $97.6M
Simon Quick Advisors, LLC 6.68% Reduce -0.9% 259,507 $94.6M
Pathstone Holdings, LLC 0.42% Add +63.1% 258,017 $94.0M
Natixis Advisors, LLC 0.20% Add +154.4% 255,179 $93.0M
Bridges Investment Management Inc. 1.37% Add +44.0% 247,537 $90.2M
Confluence Wealth Services, Inc. 6.99% Add +6.3% 240,431 $87.6M
Keybank National Association 0.36% Reduce -1.8% 238,289 $86.9M
Bank of Nova Scotia 0.17% No change 229,000 $83.5M
Cedar Mountain Advisors, LLC 20.42% Reduce -0.8% 226,876 $82.7M
Jones Financial Companies LLLP 0.09% Add +10.9% 224,271 $81.7M
NewEdge Advisors, LLC 0.59% Add +6.0% 222,354 $81.1M
HSBC Holdings PLC 0.05% Add +16.9% 216,262 $78.8M
TruWealth Advisors, LLC 5.22% Reduce -5.1% 215,379 $78.5M
MV Capital Management, Inc. 8.78% Reduce -3.8% 214,125 $78.1M
Beacon Pointe Advisors, LLC 0.92% Add +6.2% 213,384 $77.8M
First Business Financial Services, Inc. 8.14% Reduce -1.0% 210,627 $76.8M
Steward Partners Investment Advisory, LLC 0.81% Add +0.4% 209,959 $76.5M
Avantax Advisory Services, Inc. 0.54% Add +50.9% 208,381 $76.0M
Allspring Global Investments Holdings, LLC 0.12% Reduce -4.1% 208,304 $75.9M
Blair William & Co. 0.23% Add +9.1% 202,533 $73.8M
Mesirow Financial Investment Management, Inc. 1.61% Reduce -1.5% 196,125 $71.5M
Baker Avenue Asset Management, LP 2.42% Add +1.2% 194,454 $70.9M
Graypoint LLC 4.76% Add +2.3% 188,753 $68.8M
J.Safra Asset Management Corp 6.94% Add +3.5% 188,630 $68.8M
BNP Paribas Financial Markets 0.07% Reduce -29.9% 186,807 $68.1M
Brown Advisory Inc. 0.09% Add +19.5% 186,011 $67.8M
Stephens Group Asset Management, LLC 6.09% Reduce -1.7% 183,162 $66.8M
Pinnacle Financial Partners Inc 1.36% Reduce -0.2% 177,698 $63.6M
Waverly Advisors, LLC 1.24% Reduce -2.5% 173,098 $63.1M
Rwa Wealth Partners, LLC 0.83% Reduce -6.0% 172,120 $62.7M
EP Wealth Advisors, LLC 0.66% Add +65.3% 171,604 $62.6M
Barclays PLC 0.03% Reduce -9.8% 171,100 $62.4M
Kestra Advisory Services, LLC 0.35% Add +11.5% 179,646 $62.0M
Ascent Wealth Partners, LLC 8.97% Reduce -3.2% 168,006 $61.2M
Principal Financial Group Inc. 0.04% Add +65.7% 167,296 $61.0M
Capital Advisors, Ltd. LLC 7.17% Reduce -0.5% 151,474 $55.2M
Lido Advisors, LLC 0.46% Add +3.3% 151,325 $55.2M
CW Advisors, LLC 0.86% Add +0.5% 149,021 $54.3M
Covenant Partners, LLC 16.48% Reduce -1.0% 148,731 $54.2M
AMG National Trust Bank 1.40% Add +4.0% 141,557 $51.6M
Lwmg, LLC 10.84% Add +6.6% 140,994 $51.4M
One Capital Management, LLC 1.70% Add +2.5% 136,579 $49.8M
Summit Trail Advisors, LLC 1.31% Add +15.0% 136,347 $49.7M
Cambridge Investment Research Advisors, Inc. 0.18% Reduce -1.6% 135,175 $49.3M
Avidian Wealth Enterprises, LLC 2.37% Add +0.7% 134,872 $49.2M
Rodgers & Associates, LTD 6.32% Reduce -3.9% 134,659 $49.1M
Nadler Financial Group, Inc. 5.74% Reduce -1.0% 133,903 $48.8M
Cynosure Group, LLC 7.81% Add +0.2% 133,460 $48.6M
Allworth Financial LP 0.31% Reduce -2.7% 134,024 $48.5M
RTD Financial Advisors, Inc. 6.52% Reduce -2.7% 132,912 $48.4M
TD Private Client Wealth LLC 1.52% Add +3.7% 132,825 $48.4M
Flaharty Asset Management, LLC 7.12% Reduce -0.2% 132,223 $48.2M
Berkshire Money Management, Inc. 5.71% Reduce -1.9% 128,924 $47.0M
Alera Investment Advisors, LLC 5.53% Reduce -70.4% 126,078 $46.0M
Deutsche Bank AG 0.02% Add +0.2% 125,920 $45.9M
NorthRock Partners, LLC 1.72% Reduce -3.4% 125,093 $45.6M
Marquette Asset Management, LLC 7.75% Reduce -0.0% 125,033 $45.6M
Caisse de depot et placement du Quebec 0.11% New 125,000 $45.6M
Robertson Stephens Wealth Management, LLC 2.36% Add +0.1% 123,919 $45.2M
Paulson Wealth Management Inc. 13.14% Reduce -0.3% 123,514 $45.0M
Hantz Financial Services, Inc. 0.85% Reduce -2.4% 120,691 $44.0M
First Horizon Advisors, Inc. 1.32% Reduce -3.5% 119,371 $43.5M
Financial Counselors Inc. 0.70% Add +4.1% 119,039 $43.4M
NewEdge Wealth, LLC 0.94% Reduce -0.9% 118,916 $43.3M
Relyea Zuckerberg Hanson LLC 7.07% Add +3.3% 115,700 $42.2M
Baron Silver Stevens Financial Advisors, LLC 8.00% Reduce -0.6% 114,834 $41.9M
Wealthspire Advisors, LLC 0.53% Reduce -1.4% 112,798 $41.1M
Hirtle & Co., LLC 2.04% Reduce -1.0% 111,361 $40.6M
RMR Wealth Builders 4.65% Reduce -0.4% 111,268 $40.6M
Buckingham Strategic Wealth, LLC 0.41% Reduce -0.5% 109,062 $39.8M
Mission Wealth Management, LP 1.08% Reduce -4.0% 108,963 $39.7M
Capstone Financial Advisors, Inc. 2.59% Add +0.1% 107,689 $39.3M
LBJ Family Wealth Advisors, Ltd. 24.48% Reduce -3.5% 106,885 $39.0M
Kestra Private Wealth Services, LLC 0.78% Add +10.9% 106,429 $38.8M
E&G Advisors, LLC 11.39% Reduce -2.1% 106,373 $38.7M
Savant Capital, LLC 0.38% Add +0.9% 104,827 $38.2M
Badgley Phelps Wealth Managers, LLC 0.93% Reduce -0.3% 103,080 $37.6M
Sheridan Capital Management, LLC 27.77% Reduce -1.3% 101,553 $37.4M
Bokf, NA 0.67% Add +0.6% 102,064 $37.2M
Johnson Investment Counsel Inc. 0.39% Add +3.1% 101,682 $37.1M
Saiph Capital, LLC 16.42% Add +0.9% 100,944 $36.8M
SVB Wealth LLC 0.91% Reduce -42.6% 100,546 $36.6M
Allianz Asset Management GmbH 0.06% Reduce -29.6% 100,150 $36.5M
Bluesphere Advisors LLC 18.59% Add +1.9% 100,043 $36.5M
Lindbrook Capital, LLC 3.37% Reduce -1.3% 98,516 $35.9M
Accredited Investors Inc. 2.22% Reduce -1.2% 97,462 $35.5M
Portfolio Strategies, Inc. 4.76% Reduce -23.1% 95,932 $34.9M
Oppenheimer & Co. Inc. 0.55% Add +9.3% 95,293 $34.7M
Jmac Enterprises LLC 5.96% Add +0.9% 93,087 $33.9M
BTC Capital Management, Inc. 3.07% Reduce -0.2% 90,674 $33.1M
Simmons Bank 2.49% Reduce -0.8% 90,424 $33.0M
Capital Advisors Wealth Management, LLC 6.47% Add +34.9% 89,801 $32.7M
Parkside Financial Bank & Trust 5.08% Reduce -4.9% 88,725 $32.3M
Woodard & Co. Asset Management Group Inc. 8.06% Reduce -0.8% 88,589 $32.3M
Avantax Planning Partners, Inc. 1.04% Reduce -5.2% 88,565 $32.3M
Sanctuary Advisors, LLC 0.23% — 98,322 $32.2M
Brighton Jones LLC 1.06% Add +0.3% 88,372 $32.2M
CX Institutional 1.50% Reduce -6.4% 87,964 $32.1M
United Capital Financial Advisors, LLC 0.27% Reduce -5.3% 87,154 $31.8M
JFS Wealth Advisors, LLC 2.50% Reduce -0.7% 86,967 $31.7M
Old National Bancorp 0.74% Reduce -4.4% 86,623 $31.6M
Tsfg, LLC 7.32% Add +28.5% 85,880 $31.3M
Fulton Bank, N.A. 1.26% Reduce -2.2% 85,399 $31.1M
BTG Pactual Asset Management US LLC 7.67% — 83,946 $30.6M
Black Swift Group, LLC 6.86% Add +0.7% 81,393 $29.7M
XML Financial, LLC 2.95% Add +1.1% 80,458 $29.3M
Boulder Wealth Advisors, LLC 17.00% Add +1.7% 79,924 $29.1M
Montecito Bank & Trust 5.85% Reduce -8.7% 78,841 $28.7M
Ullmann Wealth Partners Group, LLC 4.00% Reduce -0.1% 76,953 $28.1M
Highland Capital Management, LLC 1.65% Add +1.3% 76,632 $27.9M
Country Club Bank 1.94% Reduce -1.7% 75,930 $27.9M
BW Gestao de Investimentos Ltda. 3.66% Reduce -5.0% 76,180 $27.8M
Integrated Investment Consultants, LLC 7.57% No change 81,578 $27.5M
William Blair Investment Management, LLC 0.07% New 75,215 $27.4M
Whitegate Investment Counselors, Inc. 7.78% Reduce -4.3% 75,209 $27.4M
Envestnet Portfolio Solutions, Inc. 0.10% Add +1.9% 74,923 $27.3M
Cwm, LLC 0.13% Reduce -16.8% 73,458 $26.8M
Life Line Wealth Management LLC 10.11% Add +3594.5% 73,410 $26.8M
Sanchez Wealth Management Group 8.56% Reduce -0.3% 72,486 $26.4M
Corundum Group, Inc. 10.27% Reduce -8.6% 72,150 $26.3M
Global Retirement Partners, LLC 0.82% Add +23.8% 72,133 $26.3M
Ellenbecker Investment Group 5.24% Add +4.9% 71,338 $26.0M
Edge Capital Group, LLC 1.23% Add +9.1% 69,985 $25.5M
Jasper Ridge Partners, L.P. 0.82% No change 69,729 $25.4M
Legacy Edge Advisors, LLC 4.68% Add +0.3% 69,686 $25.4M
PFW Advisors LLC 8.08% Reduce -8.1% 69,671 $25.4M
Capital Planning Advisors, LLC 4.23% Add +5.4% 67,888 $24.7M
Wellspring Financial Advisors, LLC 2.74% Reduce -0.3% 66,895 $24.4M
Sowell Financial Services LLC 1.15% Reduce -3.1% 66,027 $24.1M
Raymond James Trust N.A. 0.56% Reduce -0.5% 65,490 $23.9M
Carolinas Wealth Consulting LLC 4.57% Reduce -8.0% 64,915 $23.7M
First Citizens Bank & Trust Co. 0.44% Add +0.2% 64,134 $23.4M
MetLife Investment Management, LLC 0.14% Reduce -39.1% 64,100 $23.4M
Atria Wealth Solutions, Inc. 0.26% Add +2.3% 63,784 $23.2M
Condor Capital Management 2.17% Add +4.1% 62,123 $22.6M
Strategic Point Investment Advisors, LLC 4.05% Reduce -0.3% 62,100 $22.6M
SlateStone Wealth, LLC 2.44% Add +2.4% 61,710 $22.5M
Haverford Trust Co 0.23% Reduce -1.0% 61,192 $22.3M
Fifth Third Securities, Inc. 2.06% Reduce -4.1% 61,094 $22.3M
Ashton Thomas Private Wealth, LLC 1.19% Reduce -0.0% 59,128 $21.6M
DT Investment Partners, LLC 1.91% No change 59,112 $21.5M
Smith, Moore & Co. 2.21% Add +6.5% 58,833 $21.4M
HB Wealth Management, LLC 0.25% Reduce -2.8% 58,675 $21.4M
First Foundation Advisors 0.81% Add +18.9% 58,452 $21.3M
Proathlete Wealth Management LLC 10.07% Add +6.6% 58,373 $21.3M
Evercore Wealth Management, LLC 0.33% Reduce -1.0% 57,999 $21.1M
Ameritas Advisory Services, LLC 0.79% Add +5.5% 57,243 $20.9M
Freestone Capital Holdings, LLC 0.75% Reduce -5.6% 56,958 $20.8M
Ballentine Partners, LLC 0.38% Reduce -3.1% 56,941 $20.8M
Susquehanna International Group, LLP 0.04% New 56,182 $20.5M
Blodgett Wealth Advisors, LLC 17.28% Add +0.2% 55,869 $20.4M
Summit Wealth Partners, LLC 4.20% Reduce -6.2% 55,567 $20.3M
Visionary Wealth Advisors 1.32% Reduce -0.5% 55,540 $20.2M
McKinley Carter Wealth Services, Inc. 1.28% Reduce -0.9% 55,118 $20.1M
GHP Investment Advisors, Inc. 0.99% Reduce -0.6% 54,636 $19.9M
VAUGHAN & Co SECURITIES, INC. 12.38% Reduce -3.4% 53,851 $19.6M
Gainplan LLC 9.43% New 53,555 $19.5M
Mather Group, Llc. 0.24% Add +6.7% 57,686 $19.4M
Prospera Financial Services Inc 0.54% Add +67.9% 52,885 $19.3M
SMI Advisory Services, LLC 4.72% Reduce -8.2% 50,414 $19.1M
Roble, Belko & Company, Inc 3.19% Reduce -1.2% 52,246 $19.0M
Montag A & Associates Inc. 0.96% Add +13.9% 52,078 $19.0M
Callan Family Office, LLC 3.62% Reduce -20.2% 51,761 $18.9M
Spire Wealth Management 0.66% Reduce -1.5% 51,651 $18.8M
Sunburst Financial Group, LLC 5.09% Reduce -2.8% 51,475 $18.8M
Fermata Advisors, LLC 4.28% Add +0.2% 51,093 $18.6M
STAR Financial Bank 14.19% Reduce -2.8% 50,543 $18.4M
Winthrop Advisory Group LLC 2.49% Add +2.6% 50,320 $18.3M
Neuberger Berman Group LLC 0.01% Add +139.3% 49,634 $18.1M
UMB Bank, n.a. 0.29% Reduce -3.1% 49,295 $18.0M
Tradition Wealth Management, LLC 1.73% Reduce -1.0% 49,214 $17.9M
Bradley Foster & Sargent Inc. 0.32% Add +3.4% 48,951 $17.8M
Retirement Income Solutions, Inc. 4.30% Reduce -12.9% 48,794 $17.8M
Park Avenue Securities LLC 0.22% Add +1.5% 48,712 $17.8M
Dorsey & Whitney Trust CO LLC 1.23% Reduce -0.7% 48,645 $17.7M
Fidelis Capital Partners, LLC 2.48% Reduce -0.3% 52,307 $17.4M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -4.0% 47,400 $17.3M
Platte River Wealth Advisors, LLC 4.79% Add +1.3% 46,866 $17.1M
Curtis Advisory Group, LLC 6.02% Reduce -1.0% 46,858 $17.1M
Westshore Wealth, LLC 7.09% Add +1.7% 46,744 $17.0M
Etfidea, LLC 5.75% Add +1.2% 46,635 $17.0M
Keel Point, LLC 1.53% Reduce -8.1% 47,837 $17.0M
Claro Advisors Inc. 2.65% Add +154.9% 46,514 $17.0M
Consolidated Portfolio Review Corp 3.87% Add +23.6% 45,535 $16.6M
Occidental Asset Management, LLC 2.91% Reduce -16.6% 45,454 $16.6M
FDx Advisors, Inc. 4.57% Reduce -6.0% 45,384 $16.5M
O'Brien Wealth Partners LLC 3.71% Reduce -0.4% 45,274 $16.5M
RFG Advisory, LLC 0.53% Add +3.9% 44,260 $16.1M
HRT Financial LP 0.09% New 43,500 $15.9M
Great Valley Advisor Group, Inc. 0.44% Add +3.6% 43,457 $15.8M
Sonata Capital Group Inc. 8.11% Add +4.9% 43,340 $15.8M
Schneider Downs Wealth Management Advisors, LP 3.51% Add +3.6% 43,265 $15.8M
Win Advisors, Inc. 6.93% New 42,595 $15.5M
Stillwater Capital Advisors, LLC 2.17% Reduce -1.5% 42,592 $15.5M
Cooksen Wealth, LLC 15.65% Add +0.1% 42,552 $15.5M
Loomis Sayles & Co. L P 0.02% Add +33.4% 42,402 $15.5M
Nvest Financial, LLC 9.49% Add +4.0% 42,347 $15.4M
Compass Financial Group, Inc. 7.63% Reduce -0.7% 40,576 $15.3M
Advisor OS, LLC 1.67% Add +1.1% 41,737 $15.2M
Crescent Grove Advisors, LLC 1.66% Reduce -7.0% 41,459 $15.1M
HBK Sorce Advisory LLC 0.51% Reduce -5.0% 40,005 $14.6M
Choate Investment Advisors 0.38% Add +0.7% 39,959 $14.6M
Mill Creek Capital Advisors, LLC 0.37% Reduce -44.5% 39,924 $14.6M
Dakota Wealth Management 0.34% Reduce -1.9% 39,612 $14.4M
Jane Street Group, LLC 0.02% Add +1150.8% 39,539 $14.4M
Vantagepoint Investment Advisers LLC 1.97% No change 39,315 $14.3M
Simplicity Wealth,LLC 0.32% Reduce -15.9% 39,076 $14.2M
MJP Associates Inc. 2.94% Add +0.4% 38,765 $14.1M
Nottingham Advisors, Inc. 1.67% Reduce -5.8% 38,727 $14.1M
National Bank of Canada 0.02% Add +0.1% 37,961 $13.9M
Whittier Trust Co. 0.20% Reduce -2.0% 38,001 $13.9M
Atria Investments, Inc 0.18% Add +49.3% 37,443 $13.6M
Investment Partners, LTD. 6.10% Reduce -1.6% 37,277 $13.6M
Rhumbline Advisers 0.01% Add +3.0% 37,276 $13.6M
Cordatus Wealth Management LLC 5.08% New 37,142 $13.5M
Fifth Third Wealth Advisors LLC 1.02% Add +46.6% 36,985 $13.5M
Vanguard Group Inc. 0.00% Add +0.3% 36,939 $13.5M
Cary Street Partners Investment Advisory LLC 0.54% Add +2.9% 36,786 $13.4M
Clear Harbor Asset Management, LLC 1.17% Add +1.1% 36,737 $13.4M
Sei Investments Co. 0.02% Add +6.8% 36,421 $13.3M
Newport Capital Group, LLC 10.49% — 36,351 $13.3M
Intrepid Financial Planning Group LLC 5.68% Reduce -0.4% 36,329 $13.2M
GeoWealth Management, LLC 0.58% Add +425.8% 36,288 $13.2M
Amundi 0.01% Add +208.7% 36,211 $13.2M
Stratos Wealth Partners, LTD. 0.21% Reduce -3.3% 36,172 $13.2M
FMA Wealth Management, LLC 10.56% Reduce -0.7% 35,832 $13.1M
Schroder Investment Management Group 0.01% No change 35,550 $13.0M
Brand Asset Management Group, Inc. 5.43% Reduce -2.4% 35,280 $12.9M
Altus Wealth Group LLC 6.42% Reduce -20.1% 35,184 $12.8M
OneDigital Investment Advisors LLC 0.16% Reduce -43.8% 35,133 $12.8M
Curi Capital, LLC 0.31% Reduce -8.9% 35,041 $12.8M
Accretive Wealth Partners, LLC 5.32% Add +0.1% 34,899 $12.7M
West Bancorporation Inc. 9.29% Reduce -1.3% 34,455 $12.6M
Citadel Advisors 0.01% Add +220.3% 34,142 $12.4M
Brickley Wealth Management 2.71% Reduce -13.0% 33,944 $12.4M
Procyon Advisors, LLC 0.91% Add +15.5% 33,737 $12.3M
Clayton Financial Group LLC 5.27% Add +1.6% 36,159 $12.2M
Prime Capital Investment Advisors, LLC 0.18% Reduce -3.7% 33,157 $12.1M
One Wealth Advisors, LLC 2.57% Reduce -4.8% 34,709 $12.0M
Franklin Resources Inc. 0.00% Reduce -0.4% 32,807 $12.0M
Regent Peak Wealth Advisors LLC 2.72% Reduce -0.1% 32,636 $11.9M
Partnership Wealth Management, LLC 8.72% Add +114.7% 32,414 $11.8M
Breakwater Capital Group 2.68% Add +6.2% 32,355 $11.8M
Denver Wealth Management, Inc. 5.90% Reduce -0.7% 32,305 $11.8M
Valeo Financial Advisors, LLC 0.37% Add +0.4% 32,193 $11.7M
Financial Engines Advisors L.L.C. 0.03% Add +0.0% 32,137 $11.7M
JMG Financial Group, Ltd. 0.44% Reduce -4.6% 31,999 $11.7M
Summit Financial, LLC 0.53% Add +78.4% 31,727 $11.6M
Millennium Management 0.01% Add +100.1% 31,681 $11.5M
IHT Wealth Management, LLC 0.43% Add +8.9% 31,664 $11.5M
Sanders Morris Harris LLC 1.89% New 31,487 $11.5M
Jennison Associates LLC 0.01% Reduce -3.2% 31,337 $11.4M
Pointe Capital Management LLC 7.07% Reduce -2.1% 31,267 $11.4M
Prudential PLC 0.08% No change 31,213 $11.4M
Certuity, LLC 0.91% Reduce -5.4% 31,168 $11.4M
Narwhal Capital Management 1.07% Add +0.3% 31,103 $11.3M
GM Advisory Group, LLC 0.72% Reduce -2.6% 30,731 $11.2M
IMS Capital Management 5.22% Add +4.3% 30,452 $11.2M
Citizens Financial Group Inc. 0.25% Add +247.5% 30,608 $11.2M
Wilmington Savings Fund Society, FSB 0.43% Reduce -5.2% 30,394 $11.1M
Connecticut Wealth Management, LLC 0.56% Add +0.7% 29,568 $10.8M
Topel & Distasi Wealth Management, LLC 4.73% Reduce -2.4% 29,562 $10.8M
Sage Financial Group Inc. 0.92% Reduce -5.5% 29,239 $10.7M
Flputnam Investment Management Co. 0.20% Add +2.7% 28,905 $10.5M
Copperwynd Financial, LLC 3.40% Add +9.5% 29,057 $10.4M
Halpern Financial, Inc. 2.85% Reduce -0.2% 28,489 $10.4M
BCGM Wealth Management, LLC 3.59% Add +56.8% 28,417 $10.4M
Highland Financial Advisors, LLC 3.85% Reduce -1.3% 28,383 $10.3M
Quantinno Capital Management LP 0.19% Add +167.1% 28,254 $10.3M
O'shaughnessy Asset Management, LLC 0.11% Reduce -3.8% 28,146 $10.3M
Hardy Reed LLC 1.02% Reduce -0.3% 27,849 $10.2M
Bessemer Group Inc. 0.02% Add +0.4% 27,814 $10.1M
FLC Capital Advisors 2.49% Reduce -0.3% 27,765 $10.1M
Next Capital Management LLC 4.27% Add +78.0% 30,177 $10.1M
Integrated Wealth Concepts LLC 0.14% Add +7.1% 27,761 $10.1M
Oldfather Financial Services, LLC 4.15% Reduce -0.9% 27,754 $10.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.22% Reduce -2.4% 27,679 $10.1M
Twin Focus Capital Partners, LLC 1.61% No change 27,648 $10.1M
American Institute for Advanced Investment Management, LLP 7.70% Add +0.5% 27,609 $10.1M
White Lighthouse Investment Management Inc. 1.94% Reduce -4.2% 27,596 $10.1M
Affiance Financial, LLC 2.61% Add +4.4% 27,482 $10.0M
Tobias Financial Advisors, Inc. 2.14% Reduce -3.2% 27,272 $9.9M
Atticus Wealth Management, LLC 3.24% Add +10.4% 27,190 $9.9M
Meritage Portfolio Management 0.63% Reduce -1.4% 27,164 $9.9M
Busey Bank 0.33% Reduce -4.7% 26,825 $9.8M
Truepoint, Inc. 0.28% Reduce -4.2% 26,503 $9.7M
Sapient Capital LLC 0.20% Add +0.6% 26,471 $9.6M
Paragon Financial Partners, Inc. 7.48% Reduce -1.4% 26,353 $9.6M
Pacific Sage Partners, LLC 2.37% Add +12.3% 26,263 $9.6M
Ballast, Inc. 2.94% Add +2.4% 26,241 $9.6M
Nikulski Financial, Inc. 3.00% Add +0.7% 25,836 $9.4M
Bryn Mawr Trust Advisors, LLC 0.52% Reduce -1.5% 25,639 $9.3M
Arbor Investment Advisors, LLC 1.35% Reduce -2.8% 25,353 $9.2M
Allen Investment Management, LLC 0.11% No change 25,154 $9.2M
Eukles Asset Management 3.96% Add +0.4% 25,130 $9.2M
Xponance LLC 0.09% Add +155.8% 25,056 $9.1M
Diversified Trust Co. 0.26% Add +5.3% 24,955 $9.1M
Gilliland Jeter Wealth Management LLC 3.06% Reduce -0.4% 24,937 $9.1M
Venture Visionary Partners LLC 0.42% Reduce -0.5% 24,875 $9.1M
Walled Lake Planning & Wealth Management, LLC 3.70% Reduce -0.7% 24,838 $9.1M
Pettinga Financial Advisors LLC 2.26% Reduce -2.8% 24,745 $9.0M
Oppenheimer Asset Management Inc. 0.12% Add +33.4% 24,715 $9.0M
Paladin Advisory Group, LLC 7.01% Reduce -0.3% 24,448 $9.0M
Pitcairn Co. 0.55% Add +1.2% 24,592 $9.0M
US Financial Advisors, LLC 2.98% Reduce -13.5% 24,388 $8.9M
ARK & TLK Investments, LLC 3.30% Reduce -0.0% 24,217 $8.8M
Conning Inc. 0.33% No change 24,087 $8.8M
Coldstream Capital Management Inc. 0.21% Reduce -2.5% 24,008 $8.8M
Congress Asset Management Co. 0.06% Add +568.8% 23,821 $8.7M
Epiq Partners, LLC 5.84% Add +2.7% 23,657 $8.6M
Patten Group, Inc. 2.01% Add +3.6% 23,359 $8.5M
Holistic Financial Partners 4.27% Reduce -0.4% 23,354 $8.5M
Old Mission Capital LLC 0.22% New 23,348 $8.5M
Unionview, LLC 6.94% Reduce -1.4% 23,318 $8.5M
Cresta Advisors, Ltd. 5.03% Add +0.7% 23,256 $8.5M
Axxcess Wealth Management, LLC 0.23% Add +1.1% 23,148 $8.4M
Marshall Wace, LLP 0.01% Reduce -72.5% 23,100 $8.4M
SOA Wealth Advisors, LLC. 1.69% Reduce -1.7% 23,096 $8.4M
Central Valley Advisors, LLC 3.59% Reduce -6.4% 24,818 $8.4M
Snowden Capital Advisors LLC 0.25% Reduce -1.1% 23,008 $8.4M
Quent Capital, LLC 0.92% Reduce -1.4% 22,993 $8.4M
Blue Trust, Inc. 0.11% Add +154.5% 24,862 $8.4M
Community Bank, N.A. 1.10% Reduce -4.5% 22,968 $8.4M
Grove Bank & Trust 1.34% Add +7.0% 22,870 $8.3M
Ancora Advisors LLC 0.21% Add +0.2% 22,744 $8.3M
Brown Brothers Harriman & Co. 0.06% Reduce -5.2% 22,701 $8.3M
Linscomb Wealth, Inc. 0.43% Reduce -1.0% 22,667 $8.3M
AlTi Global, Inc. 0.22% Add +0.1% 22,511 $8.2M
Global Strategic Investment Solutions, LLC 0.99% Reduce -0.0% 22,396 $8.2M
Parallel Advisors, LLC 0.21% Add +16.2% 22,319 $8.1M
NTV Asset Management LLC 1.16% Reduce -1.1% 22,239 $8.1M
Ami Asset Management Corp. 0.44% Add +118.8% 22,212 $8.1M
Oarsman Capital, Inc. 1.78% Add +1.3% 22,201 $8.1M
Objectivity Squared, LLC 6.18% Add +20.4% 21,434 $8.1M
City Holding Co. 1.18% Reduce -2.6% 21,894 $8.0M
Argent Trust Co 0.35% Reduce -22.4% 21,825 $8.0M
Gladstone Institutional Advisory LLC 0.41% Add +4.8% 21,768 $7.9M
BluePointe Capital Management, LLC 5.30% Add +8.0% 21,669 $7.9M
1900 Wealth Management LLC 0.74% Add +8.5% 21,625 $7.9M
American State Bank (Iowa) 5.03% Reduce -8.6% 21,567 $7.9M
Western Wealth Management, LLC 0.58% Add +8.6% 21,471 $7.8M
Ruggaard & Associates LLC 3.61% Reduce -0.4% 21,419 $7.8M
Rothschild Investment LLC 0.54% Reduce -6.4% 21,306 $7.8M
Stock Yards Bank & Trust Co. 0.26% Add +4.2% 21,285 $7.8M
B. Riley Wealth Advisors, Inc. 0.20% Add +15.0% 21,198 $7.7M
Aaron Wealth Advisors LLC 1.06% Reduce -0.3% 21,046 $7.7M
Total Clarity Wealth Management, Inc. 2.65% Reduce -6.0% 20,981 $7.6M
Market Street Wealth Management Advisors LLC 1.31% Reduce -0.2% 20,913 $7.6M
CENTRAL TRUST Co 0.19% Reduce -1.1% 20,891 $7.6M
Gratus Capital, LLC 0.31% Reduce -0.3% 20,772 $7.6M
Rebalance, LLC 0.61% Add +14.3% 20,719 $7.6M
Chicago Wealth Management, Inc. 4.34% Add +6.7% 20,693 $7.5M
J.W. Cole Advisors, Inc. 0.35% Reduce -0.0% 20,672 $7.5M
St. Louis Trust Co 1.15% No change 20,670 $7.5M
Kraft, Davis & Associates, LLC 2.27% Add +2.4% 21,175 $7.5M
Counterweight Ventures, LLC 5.60% Add +1.5% 20,365 $7.4M
Landaas & Co. /Wi 2.26% Add +2.6% 20,354 $7.4M
Heck Capital Advisors, LLC 0.91% Reduce -22.4% 20,180 $7.4M
Bleakley Financial Group, LLC 0.21% Reduce -28.6% 20,153 $7.3M
Mutual Advisors, LLC 0.22% Add +8.1% 20,716 $7.3M
Mirae Asset Global Investments Co., Ltd. 0.04% Add +11.9% 19,922 $7.3M
Winslow Capital Management, LLC 0.03% Add +106.1% 19,969 $7.3M
Northstar Group, Inc. 1.44% Reduce -0.4% 19,963 $7.3M
Provenance Wealth Advisors, LLC 1.00% Reduce -2.2% 19,625 $7.2M
Berkshire Asset Management LLC 0.36% Reduce -12.9% 19,607 $7.1M
Wetzel Investment Advisors, Inc. 4.10% Add +0.4% 21,173 $7.1M
Arete Wealth Advisors, LLC 0.58% Reduce -3.7% 19,393 $7.1M
CFM Wealth Partners LLC 1.30% Add +2.2% 19,451 $7.1M
Saxon Interests, Inc. 3.36% Reduce -11.5% 19,355 $7.1M
Cornerstone Advisory, LLC 0.99% Reduce -0.3% 19,216 $7.0M
Indiana Trust & Investment Management Co 2.57% Add +11.9% 19,173 $7.0M
Breed's Hill Capital LLC 6.18% No change 19,151 $7.0M
Apollon Wealth Management, LLC 0.21% Add +0.0% 19,127 $7.0M
Willis Johnson & Associates, Inc. 0.57% Reduce -1.1% 19,114 $7.0M
Dixon Fnancial Services, Inc. 3.90% No change 19,070 $7.0M
Garde Capital, Inc. 0.48% Reduce -1.6% 19,053 $6.9M
Next Level Private LLC 3.17% Reduce -0.7% 19,015 $6.9M
T. Rowe Price Associates Inc. 0.00% Reduce -33.2% 19,012 $6.9M
Forvis Mazars Wealth Advisors, LLC 0.17% Reduce -0.6% 19,003 $6.9M
Sound View Wealth Advisors Group, LLC 0.71% Reduce -8.1% 18,924 $6.9M
Harbour Capital Advisors, LLC 1.63% Reduce -0.9% 18,712 $6.9M
First Western Trust Bank 0.33% Reduce -1.6% 18,823 $6.9M
Peapack Gladstone Financial Corp. 0.10% Add +0.6% 18,750 $6.8M
Stage Harbor Financial, LLC 6.59% Reduce -0.1% 18,701 $6.8M
Kingsview Wealth Management, LLC 0.16% Add +5.0% 18,682 $6.8M
Colorado Capital Management, Inc. 3.78% Reduce -3.2% 18,578 $6.8M
Lowe Brockenbrough & Co. Inc. 0.45% Reduce -6.1% 18,476 $6.7M
Alesco Advisors, LLC, An ESL Co 0.22% Reduce -0.7% 18,453 $6.7M
Forum Financial Management, LP 0.12% Add +1.1% 18,266 $6.7M
Summit Investment Advisory Services, LLC 7.82% Add +1990.6% 18,251 $6.7M
TFO Wealth Partners, LLC 1.29% Reduce -4.1% 18,140 $6.6M
Smith & Howard Wealth Management, LLC 1.95% Reduce -7.5% 17,964 $6.5M
Headlands Technologies LLC 0.69% Add +5303.0% 17,830 $6.5M
Apexium Financial, LP 0.46% Add +2.2% 17,826 $6.5M
Tolleson Wealth Management, Inc. 1.28% Reduce -2.6% 17,739 $6.5M
CJM Wealth Advisers, Ltd. 2.37% Reduce -0.7% 17,511 $6.4M
Advisory Resource Group 1.44% Add +10.1% 17,497 $6.4M
OMNI 360 Wealth, Inc. 4.82% Add +0.8% 17,433 $6.4M
DHJJ Financial Advisors, Ltd. 2.68% Add +0.1% 17,429 $6.4M
Goelzer Investment Management, Inc. 0.35% Reduce -13.9% 17,375 $6.3M
Mycio Wealth Partners, LLC 1.61% Reduce -4.1% 17,340 $6.3M
Matrix Asset Advisors Inc. 0.75% Add +3.4% 17,322 $6.3M
Dynamic Advisor Solutions LLC 0.20% Reduce -0.9% 17,275 $6.3M
FineMark National Bank & Trust 0.23% Add +0.0% 17,272 $6.3M
Financial Advisors, LLC 1.28% Add +0.0% 17,162 $6.3M
Three Bridge Wealth Advisors, LLC 2.47% Add +0.1% 17,123 $6.2M
Nicolet Bankshares Inc. 1.31% Reduce -13.9% 17,095 $6.2M
Perigon Wealth Management, LLC 0.18% Add +0.1% 17,086 $6.2M
Pinnacle Associates Ltd. 0.10% No change 17,061 $6.2M
Dimension Capital Management LLC 1.26% Add +2.1% 17,032 $6.2M
Tanglewood Legacy Advisors, LLC 2.92% Add +4.6% 16,929 $6.2M
Stratos Wealth Advisors, LLC 0.30% Add +5.5% 16,799 $6.1M
EverSource Wealth Advisors, LLC 0.41% Add +50.0% 17,033 $6.1M
IFG Advisory, LLC 0.39% Add +1.6% 16,735 $6.1M
Opes Wealth Management LLC 1.27% Add +0.3% 16,726 $6.1M
Boston Financial Mangement LLC 0.19% Reduce -4.2% 16,505 $6.0M
Mathes Company, Inc. 2.18% No change 16,350 $6.0M
Beam Wealth Advisors, Inc. 1.97% Reduce -14.7% 16,235 $5.9M
Charles Schwab Investment Management Inc. 0.00% Add +42.2% 16,136 $5.9M
New England Private Wealth Advisors LLC 1.02% Add +0.6% 15,989 $5.8M
Zuckerman Investment Group, LLC 0.66% Add +17.3% 15,695 $5.7M
True North Advisors, LLC 1.52% No change 15,610 $5.7M
Avity Investment Management Inc. 0.46% Reduce -1.1% 15,566 $5.7M
Canal Capital Management, LLC 0.96% Reduce -0.3% 15,371 $5.6M
Flagstar Securities, Inc. 1.53% Add +3.2% 15,334 $5.6M
Azimuth Capital Investment Management LLC 0.23% Add +1808.0% 15,302 $5.6M
Olympus Wealth Management, LLC 1.74% Add +47.7% 15,287 $5.6M
Sequoia Financial Advisors, LLC 0.07% Add +36.4% 15,176 $5.5M
Apriem Advisors 0.68% Add +51.4% 15,139 $5.5M
Arkadios Wealth Advisors 0.37% Add +4.1% 15,021 $5.5M
Brookstone Capital Management 0.09% Reduce -10.1% 14,832 $5.4M
Advisory Services Network, LLC 0.11% Add +0.1% 14,892 $5.4M
Ellis Investment Partners, LLC 1.15% Reduce -1.6% 14,880 $5.4M
Legal & General Group Plc 0.00% Add +9.5% 14,762 $5.4M
Osborne Partners Capital Management, LLC 0.32% Reduce -2.2% 14,605 $5.3M
Lowery Thomas, LLC 3.87% Reduce -1.9% 14,563 $5.3M
Cornerstone Wealth Advisors, Inc. 1.59% Reduce -12.6% 14,546 $5.3M
Cornerstone Advisors Asset Management, LLC 1.48% Reduce -0.1% 14,379 $5.2M
JSF Financial, LLC 1.60% Reduce -2.5% 14,301 $5.2M
Monetary Management Group Inc. 1.37% Add +2.7% 14,261 $5.2M
Cambridge Associates LLC /Ma/ 0.24% New 14,247 $5.2M
Two Sigma Securities, LLC 0.25% Add +916.6% 14,233 $5.2M
TPG Financial Advisors, LLC 2.45% — 14,219 $5.2M
Farther Finance Advisors, LLC 0.25% Add +3.2% 14,050 $5.2M
Wealthcare Advisory Partners LLC 0.16% Add +22.7% 14,158 $5.2M
Americana Partners, LLC 0.41% Add +18.7% 14,156 $5.2M
Cornerstone Planning Group LLC 1.47% Reduce -0.1% 15,469 $5.1M
Rehmann Capital Advisory Group 0.37% Reduce -2.0% 14,071 $5.1M
AE Wealth Management LLC 0.05% Add +32.1% 13,877 $5.1M
Pegasus Partners Ltd. 0.51% Reduce -3.0% 13,861 $5.1M
Great Lakes Advisors, LLC 0.04% Add +11.7% 13,726 $5.0M
Strategic Family Wealth Counselors, L.L.C. 1.89% Add +0.7% 13,638 $5.0M
PAX Financial Group, LLC 0.97% Reduce -8.5% 13,636 $5.0M
Quantum Portfolio Management LLC 2.80% Reduce -24.8% 13,399 $4.9M
Lanark Financial, Inc. 0.44% Reduce -0.3% 13,390 $4.9M
CPC Advisors, LLC 0.80% Add +0.3% 13,386 $4.9M
Amplius Wealth Advisors, LLC 0.54% Reduce -0.2% 13,319 $4.9M
McAdam, LLC 0.29% Add +1.2% 13,294 $4.8M
Alta Wealth Advisors LLC 2.40% Add +0.1% 13,212 $4.8M
Associated Banc-Corp 0.15% Add +13.8% 13,192 $4.8M
Verum Partners LLC 1.55% Reduce -2.8% 13,146 $4.8M
Composition Wealth, LLC 0.12% Reduce -2.3% 13,105 $4.8M
Harbor Investment Advisory, LLC 0.50% Add +0.1% 13,060 $4.8M
Townsquare Capital LLC 0.06% Add +44.3% 13,019 $4.7M
Widmann Financial Services, Inc. 3.86% Reduce -3.9% 13,010 $4.7M
MidAtlantic Capital Management, Inc. 3.97% Add +0.3% 12,998 $4.7M
1834 Investment Advisors Co. 0.57% Reduce -4.0% 12,959 $4.7M
Legacy Trust 1.17% No change 12,871 $4.7M
Verdence Capital Advisors LLC 0.42% Reduce -1.9% 12,831 $4.7M
NovaPoint Capital, LLC 1.57% Add +0.7% 12,694 $4.6M
Bison Wealth, LLC 0.75% No change 13,689 $4.6M
Cassaday & Co Wealth Management LLC 0.14% Add +1.4% 12,546 $4.6M
Essex Financial Services, Inc. 0.34% Add +3.3% 13,273 $4.5M
Affinity Capital Advisors, LLC 0.95% No change 12,443 $4.5M
Talisman Wealth Advisors LLC 5.23% Add +4.8% 12,414 $4.5M
Prosperity Consulting Group, LLC 0.61% Reduce -0.9% 12,387 $4.5M
Redhawk Wealth Advisors, Inc. 0.69% Reduce -7.0% 12,353 $4.5M
Eagle Strategies LLC 0.86% Add +236.5% 12,345 $4.5M
Hall Kathryn A. 1.04% No change 12,330 $4.5M
Valley Forge Investment Consultants Inc. Adv 1.70% Reduce -0.0% 12,310 $4.5M
Bollard Group LLC 0.13% Add +0.1% 12,274 $4.5M
Laird Norton Wetherby Wealth Management, LLC 0.21% Reduce -11.4% 12,261 $4.5M
Foster Dykema Cabot & Partners, LLC 0.40% Reduce -0.2% 12,245 $4.5M
MTM Investment Management, LLC 1.82% Add +0.3% 12,198 $4.4M
AdvisorNet Financial, Inc 0.40% Reduce -1.4% 12,114 $4.4M
Eldridge Investment Advisors, Inc. 1.11% Reduce -4.3% 12,083 $4.4M
Icon Wealth Advisors, LLC 0.39% Reduce -1.0% 12,243 $4.4M
Marshall Financial Group Inc. 1.42% Reduce -2.1% 12,027 $4.4M
W Advisors, LLC 2.87% No change 12,010 $4.4M
Able Wealth Management LLC 3.60% Add +12.3% 12,005 $4.4M
Disciplined Investments, LLC 2.33% Reduce -1.5% 12,004 $4.4M
Legacy Advisors, LLC 0.53% Add +4.3% 11,989 $4.4M
Fiduciary Trust Co 0.07% Reduce -3.3% 11,982 $4.4M
Sigma Planning Corp 0.14% Reduce -9.8% 11,940 $4.4M
Valmark Advisers, Inc. 0.07% Reduce -2.1% 11,894 $4.3M
Stonegate Investment Group, LLC 0.13% Add +3.1% 11,886 $4.3M
Centennial Bank 2.11% Add +26.1% 11,794 $4.3M
Stevens Capital Partners 2.21% Reduce -0.1% 11,761 $4.3M
Sigma Investment Counselors Inc. 0.27% Add +0.2% 11,746 $4.3M
Marcum Wealth, LLC 0.43% Add +1.7% 11,713 $4.3M
Okabena Investment Services Inc. 1.35% No change 11,701 $4.3M
Main Street Financial Solutions, LLC 0.40% Add +0.6% 11,612 $4.2M
Epic Trust Investment Advisors, LLC 4.64% Add +14.6% 11,565 $4.2M
Embree Financial Group 0.81% Reduce -14.8% 11,559 $4.2M
Ethos Financial Group, LLC 0.74% Reduce -42.4% 11,416 $4.2M
Stonebridge Capital Advisors LLC 0.37% Add +13.2% 11,456 $4.2M
Foundations Investment Advisors, LLC 0.10% Add +62.4% 11,440 $4.2M
Leavell Investment Management, Inc. 0.23% Add +13.7% 11,424 $4.2M
Founders Financial Alliance, LLC 1.23% Reduce -1.7% 11,399 $4.2M
Summit Wealth & Retirement Planning, Inc. 1.41% Reduce -1.6% 11,394 $4.2M
McCarthy Asset Management, Inc. 2.44% Add +0.1% 11,338 $4.1M
Red Cedar Investment Management, LLC 0.56% Reduce -54.3% 11,277 $4.1M
RPg Family Wealth Advisory, LLC 1.34% Reduce -35.2% 11,181 $4.1M
Avior Wealth Management, LLC 0.17% Add +174.5% 11,072 $4.0M
Crestwood Advisors Group, LLC 0.08% Reduce -0.7% 11,070 $4.0M
Logan Capital Management Inc. 0.17% Add +0.1% 11,065 $4.0M
Wesbanco Bank Inc. 0.15% Add +5.1% 10,992 $4.0M
Paces Ferry Wealth Advisors, LLC 2.41% Reduce -5.3% 10,960 $4.0M
Willner & Heller, LLC 3.82% Add +0.9% 10,927 $4.0M
Cornerstone Wealth Group, LLC 0.35% Reduce -4.5% 10,921 $4.0M
Wharton Business Group, LLC 0.20% Add +0.1% 10,870 $4.0M
Atlas Brown,Inc. 1.42% Add +0.7% 10,839 $4.0M
Capital Asset Advisory Services LLC 0.21% Reduce -0.2% 10,377 $3.9M
KMG Fiduciary Partners, LLC 0.39% Reduce -1.3% 10,775 $3.9M
ProVise Management Group, LLC 0.33% Reduce -12.0% 10,767 $3.9M
Central Pacific Bank - Trust Division 0.49% Reduce -2.7% 10,756 $3.9M
GenWealth Group, Inc. 0.95% Reduce -1.5% 10,638 $3.9M
Sax Wealth Advisors, LLC 0.37% Add +30.1% 10,634 $3.9M
Dentgroup LLC 3.12% Reduce -24.3% 10,630 $3.9M
Key Financial Inc 0.93% Add +4.2% 10,620 $3.9M
First National Trust Co 0.16% Add +29.1% 10,583 $3.9M
CreativeOne Wealth, LLC 0.19% Reduce -26.6% 10,536 $3.8M
Segment Wealth Management, LLC 0.28% No change 10,534 $3.8M
Focus Partners Advisor Solutions, LLC 0.10% Reduce -24.1% 10,503 $3.8M
Pinnacle Wealth Planning Services, Inc. 0.54% Reduce -7.7% 10,417 $3.8M
Park Place Capital Corp 1.21% Reduce -4.0% 10,382 $3.8M
SilverOak Wealth Management LLC 0.91% Reduce -2.1% 10,374 $3.8M
Mechanics Bank Trust Department 0.54% Reduce -12.4% 10,309 $3.8M
Thompson Siegel & Walmsley LLC 0.06% No change 10,304 $3.8M
Sage Mountain Advisors LLC 0.35% Add +2.9% 10,264 $3.7M
Clear Creek Financial Management, LLC 0.45% Reduce -3.5% 10,282 $3.7M
Northeast Financial Consultants Inc 0.17% No change 10,256 $3.7M
Whittier Trust Co. of Nevada Inc. 0.10% No change 10,232 $3.7M
Mosaic Family Wealth Partners, LLC 0.60% Reduce -2.9% 10,203 $3.7M
Diversified Portfolios, Inc. 0.49% Reduce -0.5% 10,200 $3.7M
Permanent Capital Management, LP 0.78% — 8,753 $3.7M
BBR Partners, LLC 0.30% Reduce -5.6% 10,163 $3.7M
Joel Isaacson & Co., LLC 0.19% Add +3.1% 10,137 $3.7M
Evanson Asset Management, LLC 0.27% Add +0.1% 10,072 $3.7M
WealthShield Partners, LLC 0.56% Reduce -3.1% 10,029 $3.7M
Premier Path Wealth Partners, LLC 0.62% Reduce -3.6% 9,976 $3.6M
Davis R M Inc. 0.07% Reduce -0.1% 9,966 $3.6M
Legacy Financial Group, Inc. 1.38% Reduce -0.0% 9,965 $3.6M
PFG Advisors 0.25% Add +37.4% 9,959 $3.6M
Pure Financial Advisors, LLC 0.10% Reduce -4.9% 9,949 $3.6M
Concurrent Investment Advisors, LLC 0.12% Add +30.1% 9,939 $3.6M
Rockwood Wealth Management, LLC 0.44% Add +468.3% 9,939 $3.6M
Arcadia Wealth Management, LLC 2.05% Reduce -6.0% 9,862 $3.6M
Family Capital Management, Inc. 2.45% Reduce -4.4% 9,861 $3.6M
Jefferies Financial Group Inc. 0.08% Add +9.0% 9,826 $3.6M
Noble Family Wealth, LLC 1.03% Reduce -9.4% 9,811 $3.6M
Hillcrest Wealth Advisors - NY, LLC 1.91% Reduce -3.9% 9,750 $3.6M
Private Trust Co. NA 0.38% Add +7.5% 9,743 $3.6M
Sierra Capital LLC 0.47% No change 9,718 $3.5M
Waypoint Capital Advisors, LLC 0.88% No change 9,696 $3.5M
Waterway Wealth Management, LLC 1.73% Reduce -31.9% 9,658 $3.5M
Zacks Investment Management 0.04% Add +10.1% 9,653 $3.5M
Kingswood Wealth Advisors, LLC 0.31% Reduce -0.4% 9,584 $3.5M
Chicago Partners Investment Group LLC 0.13% Reduce -0.7% 9,978 $3.5M
Towercrest Capital Management 0.57% Add +2.9% 9,546 $3.5M
Flagship Harbor Advisors, LLC 0.21% Add +8.0% 9,529 $3.5M
Independent Financial Group, LLC 0.14% Reduce -0.8% 9,480 $3.5M
Beirne Wealth Consulting Services, LLC 1.39% Reduce -2.4% 9,464 $3.4M
FAS Wealth Partners, Inc. 0.30% Reduce -1.7% 9,411 $3.4M
Meridian Management Co. 0.94% No change 9,354 $3.4M
Mayport, LLC 1.21% No change 9,300 $3.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 8,972 $3.4M
Spirepoint Private Client, LLC 0.48% Reduce -4.8% 9,284 $3.4M
Sendero Wealth Management, LLC 0.57% Reduce -1.1% 9,229 $3.4M
Fisher Asset Management 0.00% Add +39.5% 9,214 $3.4M
Brightwater Advisory LLC 2.59% Reduce -7.2% 9,201 $3.4M
Belpointe Asset Management LLC 0.23% Add +2.6% 9,198 $3.4M
Horan Securities, Inc. 1.45% Add +5.8% 9,190 $3.3M
Fidelity D & D Bancorp Inc. 2.54% Reduce -8.5% 9,186 $3.3M
Cahaba Wealth Management, Inc. 0.29% Reduce -1.3% 9,139 $3.3M
Wealthstream Advisors, Inc. 1.22% Reduce -0.6% 9,121 $3.3M
Howland Capital Management LLC 0.16% Add +0.7% 9,119 $3.3M
International Assets Investment Management, LLC 0.31% Add +0.9% 9,113 $3.3M
Sharkey, Howes & Javer 0.54% No change 9,109 $3.3M
Mgo One Seven LLC 0.16% Reduce -0.5% 9,061 $3.3M
Certified Advisory Corp 0.41% Add +3.7% 9,057 $3.3M
Quotient Wealth Partners, LLC 0.12% Add +1.0% 9,053 $3.3M
Integrated Advisors Network LLC 0.17% Reduce -14.9% 9,044 $3.3M
Custos Family Office, LLC 1.31% Reduce -1.3% 8,988 $3.3M
Guidance Point Advisors, LLC 1.06% Reduce -0.3% 8,933 $3.3M
Goodman Financial Corp 0.72% New 8,915 $3.2M
Wellington Management Group LLP 0.00% Reduce -95.9% 8,904 $3.2M
Fairhaven Wealth Management, LLC 1.07% No change 8,874 $3.2M
Oxford Financial Group, LTD. LLC 0.21% No change 8,842 $3.2M
Wealth Dimensions Group, Ltd. 0.92% Reduce -5.0% 8,829 $3.2M
CRA Financial Services, LLC 0.65% Add +0.6% 8,791 $3.2M
Corrigan Financial, Inc. 0.82% No change 9,507 $3.2M
jvl associates llc 1.28% No change 8,777 $3.2M
Atlantic Edge Private Wealth Management, LLC 1.07% No change 8,767 $3.2M
Monograph Wealth Advisors, LLC 0.46% No change 8,713 $3.2M
SOL Capital Management CO 0.38% Reduce -2.3% 8,705 $3.2M
Empower Advisory Group, LLC 0.01% Add +8.4% 8,679 $3.2M
Baron Financial Group, LLC 2.00% Reduce -6.2% 8,650 $3.2M
&partners 0.14% Add +620.0% 8,568 $3.1M
Caprock Group, LLC 0.13% Reduce -9.8% 8,609 $3.1M
Pacific Capital Wealth Advisors, Inc. 0.57% Add +8.7% 8,598 $3.1M
Leo Wealth, LLC 0.32% Reduce -5.7% 8,560 $3.1M
Wedbush Securities Inc. 0.11% Add +15.4% 8,543 $3.1M
Aspiriant, LLC 0.13% Add +2.1% 8,480 $3.1M
Harbour Investments, Inc. 0.10% Add +21.8% 8,475 $3.1M
SeaCrest Wealth Management, LLC 0.35% Add +25.8% 8,469 $3.1M
Etesian Wealth Advisors, Inc. 1.73% Add +2.2% 8,457 $3.1M
Jackson Hole Capital Partners, LLC 0.68% No change 8,443 $3.1M
Hilltop Holdings Inc. 0.36% Reduce -37.4% 8,422 $3.1M
Vance Wealth, LLC 1.25% Reduce -2.6% 8,351 $3.0M
Annex Advisory Services, LLC 0.11% Add +4.2% 8,310 $3.0M
Total Wealth Planning, LLC 0.50% Reduce -6.6% 8,017 $3.0M
Calamos Wealth Management LLC 0.16% Reduce -13.0% 8,289 $3.0M
Financial Advocates Investment Management 0.19% Reduce -8.4% 8,259 $3.0M
Aptus Capital Advisors, LLC 0.06% Reduce -9.7% 8,243 $3.0M
James J. Burns & Company, LLC 0.59% Add +0.8% 8,182 $3.0M
First United Bank & Trust 1.11% Reduce -2.9% 8,183 $3.0M
Insight 2811, Inc. 1.55% Reduce -20.1% 8,181 $3.0M
Jordan Park Group LLC 0.23% Reduce -1.6% 8,177 $3.0M
Sandy Spring Bank 0.13% Add +14.7% 8,155 $3.0M
Towerpoint Wealth, LLC 1.48% Reduce -3.4% 8,134 $3.0M
Capital Investment Advisors, LLC 0.07% Reduce -4.3% 8,130 $3.0M
Canandaigua National Bank & Trust Co. 0.32% New 8,115 $3.0M
Frank, Rimerman Advisors LLC 0.21% No change 8,111 $3.0M
Weaver Capital Management LLC 0.94% Reduce -0.4% 8,010 $2.9M
Glass Jacobson Investment Advisors llc 1.06% Add +2.7% 7,982 $2.9M
Integrated Capital Management, Inc. 2.31% Reduce -2.7% 7,957 $2.9M
Sepio Capital, LP 0.26% Reduce -62.6% 7,916 $2.9M
Perennial Investment Advisors, LLC 0.41% Reduce -4.3% 7,908 $2.9M
Peddock Capital Advisors, LLC 0.74% Reduce -1.2% 7,877 $2.9M
Fiducient Advisors LLC 0.39% Add +64.0% 7,834 $2.9M
Middleton & Co. Inc. 0.33% Reduce -1.1% 7,803 $2.8M
Larson Financial Group LLC 0.19% Add +6.8% 7,785 $2.8M
Midland Wealth Advisors, LLC 0.17% Add +10.0% 7,768 $2.8M
Soltis Investment Advisors LLC 0.30% Reduce -0.1% 7,762 $2.8M
Midwest Professional Planners, LTD. 0.94% Reduce -5.0% 7,743 $2.8M
Householder Group Estate & Retirement Specialist, LLC 0.79% Reduce -9.2% 7,738 $2.8M
Burke & Herbert Bank & Trust Co. 0.69% New 7,732 $2.8M
Vista Capital Partners, Inc. 0.35% No change 7,709 $2.8M
Gryphon Financial Partners LLC 0.42% Add +19.4% 7,681 $2.8M
Sabal Trust CO 0.17% Add +0.7% 7,678 $2.8M
Biondo Investment Advisors, LLC 0.41% Add +0.8% 7,637 $2.8M
Glenview Trust Co 0.06% Reduce -7.7% 7,622 $2.8M
Regal Investment Advisors LLC 0.18% Add +2.3% 7,591 $2.8M
Caldwell Trust Co 0.30% No change 7,529 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +5.4% 7,526 $2.7M
Biltmore Family Office, LLC 0.50% Add +29.9% 7,513 $2.7M
Robinson Smith Wealth Advisors LLC 2.40% No change 7,490 $2.7M
Moneco Advisors, LLC 0.40% Reduce -1.6% 7,481 $2.7M
Merriman Wealth Management, LLC 0.12% Add +1.2% 7,441 $2.7M
Kapstone Financial Advisors LLC 1.77% Reduce -0.1% 7,426 $2.7M
Almanack Investment Partners, LLC. 0.46% Add +0.9% 7,421 $2.7M
QRG Capital Management, Inc. 0.03% Reduce -0.7% 7,404 $2.7M
Crewe Advisors LLC 0.30% Reduce -2.0% 7,395 $2.7M
Quadrant Private Wealth Management, LLC 0.61% Reduce -7.3% 7,332 $2.7M
Cooper Financial Group 0.39% Reduce -7.3% 7,295 $2.7M
Meridian Wealth Advisors, LLC 0.47% Reduce -1.6% 7,276 $2.7M
Stephens Consulting, LLC 0.75% Reduce -0.2% 7,250 $2.6M
New Republic Capital, LLC 1.32% Add +30.4% 7,218 $2.6M
Cullinan Associates Inc. 0.15% Add +28.6% 7,200 $2.6M
Transcend Capital Advisors, LLC 0.19% Reduce -0.7% 7,126 $2.6M
Level Four Advisory Services, LLC 0.12% Add +1.6% 7,117 $2.6M
Global Trust Asset Management, LLC 1.04% Reduce -1.3% 7,108 $2.6M
Elevation Wealth Partners, LLC 1.22% Add +1.0% 7,064 $2.6M
Element Pointe Advisors, LLC 0.65% Reduce -2.4% 7,063 $2.6M
Beaumont Financial Advisors, LLC 0.21% Reduce -0.9% 7,053 $2.6M
Ramirez Asset Management, Inc. 0.52% No change 7,050 $2.6M
Moss Adams Wealth Advisors LLC 0.35% No change 6,989 $2.5M
Pachira Investments Inc. 2.25% Add +0.1% 6,969 $2.5M
Zions Bancorporation, N.A. 0.20% Reduce -12.1% 6,961 $2.5M
Exencial Wealth Advisors, LLC 0.10% Add +1.6% 6,952 $2.5M
First National Bank Sioux Falls 1.31% No change 6,936 $2.5M
Fiduciary Financial Group, LLC 0.61% — 6,688 $2.5M
Cannon Financial Strategists, Inc. 0.48% Reduce -1.8% 6,894 $2.5M
Stonebridge Financial Planning Group, LLC 1.26% Reduce -0.7% 6,878 $2.5M
Adirondack Trust Co. 1.02% Add +7.7% 6,873 $2.5M
Verity Asset Management, Inc. 0.98% Add +124.0% 6,826 $2.5M
Revolve Wealth Partners, LLC 0.41% Reduce -4.0% 6,817 $2.5M
Suncoast Equity Management 0.27% No change 6,780 $2.5M
Norris Financial Group, LLC 1.28% Add +16.8% 6,768 $2.5M
Alliance Wealth Management Group 0.70% Add +4.5% 6,762 $2.5M
IFP Advisors, Inc 0.10% Add +7.3% 6,734 $2.5M
Aprio Wealth Management, LLC 0.45% Reduce -0.7% 6,724 $2.5M
General Partner, Inc. 1.56% No change 6,696 $2.4M
Trust Point Inc. 0.20% Reduce -0.6% 6,691 $2.4M
Jump Financial, LLC 0.05% New 6,638 $2.4M
G2 Capital Management, LLC / Oh 0.75% Reduce -0.8% 6,610 $2.4M
Cannell & Spears LLC 0.05% Reduce -0.1% 6,607 $2.4M
CGN Advisors LLC 0.28% Reduce -0.5% 6,602 $2.4M
Chesley Taft & Associates LLC 0.12% Reduce -14.9% 6,595 $2.4M
Veracity Capital LLC 1.00% Reduce -14.0% 6,571 $2.4M
Maryland Capital Advisors Inc. 1.28% No change 6,543 $2.4M
Journey Strategic Wealth LLC 0.10% Add +80.6% 6,534 $2.4M
Sands Capital Management, LLC 0.01% New 6,500 $2.4M
Clifford Group, LLC 1.91% Reduce -0.3% 6,497 $2.4M
Auour Investments LLC 0.88% Reduce -0.6% 6,466 $2.4M
Cambridge Advisors Inc. 0.55% Reduce -2.0% 6,465 $2.4M
GAMMA Investing LLC 0.32% Add +57.2% 6,458 $2.4M
Great Waters Wealth Management 0.36% Reduce -31.6% 6,417 $2.3M
Norris Perne & French LLP 0.17% No change 6,416 $2.3M
GC Wealth Management RIA, LLC 0.46% Add +4.0% 6,415 $2.3M
Colony Family Offices, LLC 0.75% Reduce -6.4% 6,406 $2.3M
Hoese & Co LLP 2.03% No change 6,782 $2.3M
Palisade Asset Management, LLC 0.24% Reduce -2.2% 6,302 $2.3M
Clarius Group, LLC 0.16% Reduce -0.7% 6,288 $2.3M
Wescott Financial Advisory Group, LLC 0.27% Reduce -3.0% 6,287 $2.3M
Client First Capital LLC 1.38% New 6,280 $2.3M
Investmark Advisory Group LLC 1.20% Reduce -0.7% 6,197 $2.3M
Betterment LLC 0.01% Add +70.1% 6,164 $2.2M
Beaton Management Co. Inc. 1.21% No change 6,159 $2.2M
WealthBridge Capital Management, LLC 0.74% Reduce -0.8% 6,156 $2.2M
Bogart Wealth, LLC 0.11% Reduce -1.6% 6,151 $2.2M
Becker Capital Management Inc. 0.08% Add +0.0% 6,123 $2.2M
Plante Moran Financial Advisors, LLC 0.22% Reduce -7.5% 6,114 $2.2M
Signet Financial Management, LLC 0.30% Reduce -0.4% 6,108 $2.2M
Gries Financial LLC 0.46% Reduce -1.4% 6,078 $2.2M
ALM First Financial Advisors, LLC 0.63% No change 7,285 $2.2M
Advisors Capital Management, LLC 0.04% Add +14.1% 5,989 $2.2M
Trilogy Capital Inc. 0.12% Add +18.1% 5,988 $2.2M
Seven Mile Advisory 1.60% Add +12.3% 5,970 $2.2M
Highline Wealth Partners LLC 0.82% Add +167.8% 5,950 $2.2M
Angeles Wealth Management, LLC 0.20% Add +39.8% 5,932 $2.2M
Sustainable Growth Advisers, LP 0.01% Add +144.7% 5,914 $2.2M
Manchester Capital Management LLC 0.26% Reduce -5.2% 5,892 $2.1M
Catalina Capital Group, LLC 0.81% Add +13.6% 5,850 $2.1M
Cascade Wealth Advisors, Inc 1.57% Reduce -5.0% 6,071 $2.1M
Simplex Trading, LLC 0.07% Add +102.4% 5,804 $2.1M
Forte Capital LLC 0.26% Reduce -0.5% 5,799 $2.1M
Qube Research & Technologies Ltd 0.00% Add +412.5% 5,745 $2.1M
Voya Investment Management LLC 0.00% Reduce -16.8% 5,734 $2.1M
Ascent Group, LLC 0.17% Add +543.1% 5,717 $2.1M
TD Asset Management Inc 0.00% No change 5,711 $2.1M
Greenspring Advisors, LLC 0.50% Add +11.4% 5,709 $2.1M
Autumn Glory Partners, LLC 1.06% No change 5,707 $2.1M
Thoroughbred Financial Services, LLC 0.14% Add +411.6% 5,668 $2.1M
CCG Wealth Management, LLC 1.16% No change 5,648 $2.1M
Colonial Trust Co / SC 0.36% Reduce -0.1% 5,635 $2.1M
Sterling Investment Counsel, LLC 0.81% Reduce -2.2% 5,613 $2.0M
Old Mission Investment Co LLC 0.66% Add +0.1% 5,583 $2.0M
Cornerstone Wealth Management, LLC 0.16% Reduce -3.6% 5,581 $2.0M
Atalanta Sosnoff Capital, LLC 0.05% Reduce -2.3% 5,569 $2.0M
Marmo Financial Group, LLC 1.23% Reduce -15.7% 5,569 $2.0M
Tarbox Family Office, Inc. 0.35% Reduce -21.3% 5,447 $2.0M
National Philanthropic Trust 0.04% No change 5,441 $2.0M
Archer Investment Corp 0.58% Reduce -0.5% 5,438 $2.0M
Summit Financial Strategies, Inc. 0.25% Add +0.8% 5,414 $2.0M
Wick Capital Partners, LLC 0.68% New 5,412 $2.0M
KCM Investment Advisors LLC 0.07% Add +14.0% 5,402 $2.0M
Brown, Lisle/Cummings, Inc. 0.64% No change 5,390 $2.0M
Cyndeo Wealth Partners, LLC 0.15% Reduce -0.8% 5,384 $2.0M
Beacon Financial Group 0.22% Reduce -1.4% 5,340 $1.9M
Magnus Financial Group LLC 0.22% Add +15.8% 5,332 $1.9M
HTG Investment Advisors, Inc. 1.05% No change 5,331 $1.9M
Merit Financial Group, LLC 0.04% Add +12.0% 5,329 $1.9M
USAdvisors Wealth Management, LLC 0.68% Reduce -48.9% 5,315 $1.9M
Salomon & Ludwin, LLC 0.22% Reduce -15.1% 5,291 $1.9M
Providence Capital Advisors, LLC 0.42% No change 5,242 $1.9M
Blankinship & Foster, LLC 0.49% Reduce -1.0% 5,236 $1.9M
Investment Advisory Group, LLC 0.74% Reduce -4.8% 5,228 $1.9M
Asset Dedication, LLC 0.13% Reduce -1.1% 5,224 $1.9M
Mma Asset Management LLC 0.89% Reduce -3.3% 5,211 $1.9M
HUB Investment Partners, LLC 0.09% No change 5,191 $1.9M
Matrix Private Capital Group LLC 1.18% Add +1.9% 5,150 $1.9M
Moloney Securities Asset Management, LLC 0.27% Add +29.4% 5,146 $1.9M
DAVENPORT & Co LLC 0.01% Add +1.9% 5,138 $1.9M
Luts & Greenleigh Group, Inc. 1.95% — 5,135 $1.9M
Focus Financial Network, Inc. 0.08% Add +0.1% 5,092 $1.9M
Salem Investment Counselors Inc. 0.06% No change 5,092 $1.9M
Emprise Bank 1.14% No change 5,086 $1.9M
Acropolis Investment Management, LLC 0.12% Reduce -0.2% 5,030 $1.8M
IFG Advisors, LLC 0.43% Add +0.4% 5,020 $1.8M
Trust Co of the South 0.43% Add +0.1% 5,011 $1.8M
Tower Research Capital LLC (TRC) 0.03% New 4,995 $1.8M
Financial Connections Group, Inc. 0.94% New 4,974 $1.8M
Thomasville National Bank 0.15% Reduce -1.4% 4,971 $1.8M
Home Federal Bank of Tennessee 0.55% New 4,960 $1.8M
VeraBank, N.A. 0.56% No change 4,953 $1.8M
MWA Asset Management 1.29% Reduce -2.5% 4,951 $1.8M
Trademark Financial Management, LLC 1.47% Add +0.5% 4,943 $1.8M
Financial Insights, Inc. 0.50% Reduce -1.5% 4,938 $1.8M
Curated Wealth Partners LLC 0.25% — 4,927 $1.8M
Koshinski Asset Management, Inc. 0.17% Add +43.9% 4,738 $1.8M
SkyView Investment Advisors, LLC 0.32% Reduce -15.1% 4,908 $1.8M
Ausdal Financial Partners, Inc. 0.19% Reduce -0.7% 4,903 $1.8M
First Heartland Consultants, Inc. 0.18% Add +2.0% 4,875 $1.8M
Tranquility Partners, LLC 0.68% Reduce -1.1% 4,847 $1.8M
Courier Capital LLC 0.14% Add +7.4% 4,823 $1.8M
Aft, Forsyth & Company, Inc. 0.86% Reduce -0.7% 4,810 $1.8M
Plancorp, LLC 0.08% Add +11.6% 4,786 $1.7M
Capital Group Private Client Services, Inc. 0.02% Add +106.5% 4,783 $1.7M
Gallacher Capital Management LLC 0.92% Add +4.3% 4,770 $1.7M
Petix & Botte Co 0.49% Reduce -85.4% 4,764 $1.7M
Cypress Capital Group 0.21% Add +0.7% 4,759 $1.7M
Selective Wealth Management, Inc. 0.76% Add +0.1% 4,577 $1.7M
Donaldson Capital Management, LLC 0.07% Reduce -0.3% 4,742 $1.7M
Independence Bank of Kentucky 0.46% No change 4,722 $1.7M
Washington Trust Advisors, Inc. 0.16% Add +11.1% 4,715 $1.7M
Lake Street Advisors Group, LLC 0.08% Add +0.0% 4,660 $1.7M
Bensler, LLC 0.23% Add +2.0% 4,651 $1.7M
Empirical Asset Management, LLC 0.64% New 5,294 $1.7M
Greenleaf Trust 0.02% Reduce -1.7% 4,646 $1.7M
Maxwell Wealth Strategies Inc. 0.83% Add +0.2% 4,645 $1.7M
Hyperion Partners, LLC 1.20% Add +3.4% 4,627 $1.7M
Townsend Asset Management Corp. /NC/ 0.65% Reduce -2.6% 4,625 $1.7M
Broadview Financial Management, LLC 1.23% Reduce -5.0% 4,620 $1.7M
NFSG Corp 0.63% Add +64.7% 4,617 $1.7M
Sage Capital Management, LLC 0.88% Add +0.1% 4,616 $1.7M
TCV Trust & Wealth Management, Inc. 0.16% No change 4,614 $1.7M
Glassman Wealth Services 0.31% Reduce -3.3% 4,612 $1.7M
Verus Capital Partners, LLC 0.17% Reduce -0.1% 4,657 $1.7M
Willow Creek Wealth Management Inc. 0.19% Reduce -1.5% 4,600 $1.7M
Ironwood Financial, llc 0.38% Reduce -0.3% 4,600 $1.7M
SouthState Bank Corp 0.12% Reduce -3.0% 4,594 $1.7M
Elevation Point Wealth Partners, LLC 0.13% Reduce -16.5% 4,582 $1.7M
WASHINGTON TRUST Co 0.06% No change 4,580 $1.7M
Northeast Investment Management 0.08% No change 4,557 $1.7M
West Michigan Advisors, LLC 0.53% Add +5.2% 4,555 $1.7M
Blue Bell Private Wealth Management, LLC 0.34% Add +9.5% 4,548 $1.7M
Cascade Financial Partners, LLC 0.22% No change 4,547 $1.7M
Intrust Bank NA 0.18% Reduce -4.4% 4,539 $1.7M
Evergreen Capital Management LLC 0.06% Reduce -1.6% 4,526 $1.6M
Tudor Investment Corporation 0.02% New 4,523 $1.6M
Cardiff Park Advisors, LLC 0.16% Add +0.0% 4,492 $1.6M
Castle Wealth Management LLC 0.78% No change 4,492 $1.6M
Apella Capital, LLC 0.07% Add +151.1% 4,318 $1.6M
Vise Technologies, Inc. 0.29% Reduce -0.2% 4,488 $1.6M
Cidel Asset Management Inc. 0.13% No change 4,485 $1.6M
Renasant Bank 1.12% Reduce -3.0% 4,484 $1.6M
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.6% 4,460 $1.6M
Burns J W & Co. Inc. 0.22% No change 4,453 $1.6M
Raab & Moskowitz Asset Management LLC 0.44% No change 4,433 $1.6M
Valley National Advisers Inc. 0.24% No change 4,428 $1.6M
Brookmont Capital Management 0.88% Reduce -8.2% 4,420 $1.6M
Transamerica Financial Advisors, LLC 0.17% No change 4,407 $1.6M
Bedel Financial Consulting, Inc. 0.24% Reduce -1.9% 4,403 $1.6M
Clarkston Capital Partners, LLC 0.03% Reduce -0.6% 4,384 $1.6M
BOK Financial Private Wealth, Inc. 0.12% No change 4,373 $1.6M
HMS Capital Management, LLC 0.83% No change 4,371 $1.6M
Cambridge Financial Group, LLC 0.73% Reduce -1.4% 4,357 $1.6M
Mattern Capital Management, LLC 0.22% No change 4,328 $1.6M
S.A. Mason LLC 0.90% No change 4,319 $1.6M
Welch & Forbes LLC 0.02% Add +5.0% 4,215 $1.6M
PFG Investments, LLC 0.11% Reduce -89.4% 4,309 $1.6M
Orser Capital Management, LLC 1.17% Add +0.1% 4,278 $1.6M
Brio Consultants, LLC 0.26% Add +1.9% 4,273 $1.6M
Hancock Whitney Corp. 0.05% Reduce -21.2% 4,269 $1.6M
Principal Securities, Inc. 0.04% Reduce -4.6% 4,268 $1.6M
Evermay Wealth Management LLC 0.25% Reduce -0.3% 4,263 $1.6M
9258 Wealth Management, LLC 0.24% No change 4,244 $1.5M
4Thought Financial Group Inc. 0.96% Add +187.2% 4,242 $1.5M
U.S. Capital Wealth Advisors, LLC 0.06% Reduce -10.9% 4,225 $1.5M
American Investment Services, Inc. 0.27% Reduce -8.9% 4,189 $1.5M
WMS Partners, LLC 0.10% Reduce -0.1% 4,173 $1.5M
Strategic Financial Services, Inc. 0.10% Reduce -4.9% 4,147 $1.5M
RFP Financial Group LLC 0.56% No change 4,135 $1.5M
Pin Oak Investment Advisors Inc. 1.44% Reduce -1.0% 4,112 $1.5M
Wealthspire Retirement, LLC 0.13% No change 4,106 $1.5M
Capital Wealth Alliance, LLC 0.85% Reduce -17.8% 4,105 $1.5M
Financial Management Network Inc. 0.36% Reduce -6.5% 3,942 $1.5M
Kanawha Capital Management LLC 0.12% Reduce -0.2% 4,087 $1.5M
Regimen Wealth, LLC 0.51% Reduce -3.1% 4,083 $1.5M
Personal Cfo Solutions, LLC 0.23% Add +77.2% 4,082 $1.5M
Drive Wealth Management, LLC 0.40% Add +4.2% 4,067 $1.5M
Savvy Advisors, Inc. 0.48% Add +40.2% 4,059 $1.5M
PrairieView Partners, LLC 0.16% Reduce -2.9% 4,029 $1.5M
World Investment Advisors 0.09% Add +37.8% 3,988 $1.5M
Laurel Wealth Advisors LLC 0.25% No change 3,984 $1.5M
Sheets Smith Wealth Management 0.17% No change 3,967 $1.4M
Cordgrass Capital Advisors, LLC 0.45% No change 3,957 $1.4M
Edgemoor Investment Advisors, Inc. 0.14% Reduce -0.8% 3,952 $1.4M
MBL Wealth, LLC 0.16% Add +34.5% 3,951 $1.4M
Franklin, Parlapiano, Turner & Welch, LLC 0.40% No change 3,948 $1.4M
Forum Private Client Group LLC 0.68% Reduce -5.4% 3,947 $1.4M
Tocqueville Asset Management L.P. 0.02% No change 3,943 $1.4M
Allegheny Financial Group 0.41% Add +6.4% 3,938 $1.4M
Ferguson Wellman Capital Management, Inc. 0.03% No change 3,932 $1.4M
Allstate Corp. 0.12% New 3,920 $1.4M
Quadrant Capital Group LLC 0.11% Reduce -12.8% 3,917 $1.4M
Venturi Wealth Management, LLC 0.08% No change 3,913 $1.4M
Good Life Advisors, LLC 0.12% Reduce -3.2% 3,888 $1.4M
First Hawaiian Bank 0.05% Reduce -4.1% 3,887 $1.4M
FWL Investment Management, LLC 0.71% No change 3,875 $1.4M
Schnieders Capital Management LLC 0.29% Reduce -2.8% 3,871 $1.4M
TBH Global Asset Management, LLC 0.31% Reduce -19.5% 3,857 $1.4M
Planning Alternatives Ltd. 0.23% No change 3,855 $1.4M
Encompass Wealth Advisors, LLC 0.37% Reduce -0.4% 3,851 $1.4M
Asset Allocation Strategies LLC 0.47% Add +4.1% 3,845 $1.4M
Partners in Financial Planning 0.30% No change 3,840 $1.4M
Harvest Investment Services, LLC 0.55% Add +376.5% 3,836 $1.4M
HBW Advisory Services LLC 0.23% Reduce -7.3% 3,824 $1.4M
WestHill Financial Advisors, Inc. 0.34% Reduce -1.3% 3,818 $1.4M
BHK Investment Advisors, LLC 0.55% Reduce -3.7% 3,810 $1.4M
Financial Sense Advisors, Inc. 0.44% Reduce -3.8% 3,797 $1.4M
Nova R Wealth, Inc. 0.71% Reduce -1.6% 3,796 $1.4M
Asset Management Group, Inc. 0.21% Reduce -0.6% 3,793 $1.4M
Beacon Financial Advisory LLC 0.51% Add +7.2% 3,763 $1.4M
Golden Road Advisors LLC 1.12% No change 3,598 $1.4M
Brown Financial Advisory 1.05% Reduce -4.3% 3,737 $1.4M
Greenwood Gearhart LLC 0.13% Add +153.3% 3,733 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.50% Add +1.5% 3,733 $1.4M
Ewa, LLC 0.56% Add +0.1% 3,679 $1.4M
American Financial & Tax Strategies Inc. 0.71% Reduce -8.8% 3,707 $1.4M
Janus Henderson Group PLC 0.00% Add +2.9% 3,704 $1.4M
Parker Financial LLC 0.73% Reduce -6.1% 3,657 $1.3M
Essex Bank 0.36% Reduce -47.7% 3,684 $1.3M
Chapin Davis, Inc. 0.46% Reduce -0.3% 3,684 $1.3M
Independent Solutions Wealth Management, LLC 0.31% Add +25.1% 3,674 $1.3M
GYL Financial Synergies, LLC 0.10% Add +0.0% 3,672 $1.3M
Ballast Advisors LLC 0.42% Reduce -0.0% 3,671 $1.3M
Jupiter Wealth Management LLC 0.71% No change 3,735 $1.3M
Alamar Capital Management, LLC 0.80% — 3,639 $1.3M
GFG Capital, LLC 0.36% Add +2.8% 3,626 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +15.0% 3,583 $1.3M
Heritage Financial Services, LLC 0.19% Reduce -1.4% 3,615 $1.3M
Symphony Financial Services, Inc. 1.13% — 3,468 $1.3M
Archford Capital Strategies, LLC 0.21% No change 3,600 $1.3M
M. Kulyk & Associates, LLC 0.30% Reduce -6.2% 3,590 $1.3M
GAMCO Investors 0.01% No change 3,590 $1.3M
Stegner Investment Associates Inc. 0.94% Reduce -6.2% 3,579 $1.3M
Performance Wealth Partners, LLC 0.05% Reduce -1.5% 3,569 $1.3M
Arax Advisory Partners 0.13% Reduce -1.7% 3,569 $1.3M
Regis Management CO LLC 0.39% No change 3,549 $1.3M
Ascentis Independent Advisors 0.27% — 3,547 $1.3M
Aspen Wealth Management LLC 0.45% Add +4.9% 3,541 $1.3M
Silver Oak Securities, Incorporated 0.19% Reduce -54.6% 3,541 $1.3M
Westmount Partners, LLC 0.42% No change 3,494 $1.3M
Greatmark Investment Partners, Inc. 0.19% Add +3.5% 3,518 $1.3M
Pallas Capital Advisors LLC 0.06% No change 3,523 $1.3M
BlueChip Wealth Advisors LLC 0.75% No change 3,517 $1.3M
Grant Street Asset Management, Inc. 0.40% Reduce -1.4% 3,512 $1.3M
Seneca Financial Advisors LLC 0.66% Reduce -12.3% 3,501 $1.3M
PGIM Custom Harvest LLC 0.03% Add +56.7% 3,489 $1.3M
BSW Wealth Partners 0.21% Add +10.6% 3,469 $1.3M
Sharp Wealth Advisory, LLC 1.08% Add +55.5% 3,444 $1.3M
Concourse Financial Group Securities, Inc. 0.08% No change 3,441 $1.3M
Summit X, LLC 0.28% Reduce -2.1% 3,439 $1.3M
Riverpoint Wealth Management Holdings, LLC 0.35% Add +0.1% 3,432 $1.3M
Lee Danner & Bass Inc. 0.10% — 3,417 $1.2M
Ashton Thomas Securities, LLC 0.30% — 3,284 $1.2M
Arista Wealth Management, LLC 0.33% New 3,414 $1.2M
Turtle Creek Wealth Advisors, LLC 0.29% Reduce -1.9% 3,406 $1.2M
Destination Wealth Management 0.04% Add +1.5% 3,375 $1.2M
Westwood Holdings Group Inc. 0.01% Reduce -5.9% 3,364 $1.2M
Pacific Financial Group Inc. 0.87% Add +0.0% 3,357 $1.2M
O'Dell Group, LLC 0.30% No change 3,609 $1.2M
Per Stirling Capital Management, LLC. 0.20% Reduce -8.5% 3,333 $1.2M
Watershed Private Wealth LLC 0.51% Reduce -12.3% 3,315 $1.2M
Parisi Gray Wealth Management 0.43% Add +2.2% 3,312 $1.2M
Capital City Trust Co. 0.33% No change 3,308 $1.2M
SageView Advisory Group, LLC 0.07% Reduce -98.1% 3,301 $1.2M
WealthPLAN Partners, LLC 0.13% No change 3,298 $1.2M
SP Asset Management LLC 0.11% No change 3,293 $1.2M
Bluespring Wealth Management, LLC 0.13% Add +0.5% 3,291 $1.2M
Kendall Capital Management 0.40% Reduce -14.4% 3,285 $1.2M
Roberts Financial Services LLC 0.24% Reduce -2.9% 3,259 $1.2M
Pursue Wealth Partners LLC 0.65% Add +7.2% 3,256 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Add +1.2% 3,251 $1.2M
CBIZ Investment Advisory Services, LLC 0.07% No change 3,241 $1.2M
Activest Wealth Management 0.39% Add +80.1% 3,232 $1.2M
Bank of New Hampshire 0.31% No change 3,230 $1.2M
Ellevest, Inc. 0.07% Reduce -6.6% 3,220 $1.2M
Ballew Advisors, Inc 0.78% No change 3,103 $1.2M
Berkeley Capital Partners, LLC 0.35% Reduce -1.7% 3,216 $1.2M
Ritholtz Wealth Management 0.04% Add +166.8% 3,212 $1.2M
Waterfront Wealth Inc. 0.32% No change 3,208 $1.2M
Tritonpoint Wealth, LLC 0.11% Add +16.1% 3,195 $1.2M
Addison Advisors LLC 0.38% Reduce -7.3% 3,191 $1.2M
NorthCrest Asset Manangement, LLC 0.04% Reduce -0.1% 3,190 $1.2M
Woodmont Investment Counsel LLC 0.09% Reduce -10.3% 3,176 $1.2M
Goldstein Advisors, LLC 0.19% Add +5.8% 3,164 $1.2M
Appleton Partners Inc. 0.09% Reduce -0.4% 3,141 $1.1M
Rollins Financial Advisors, LLC 0.20% No change 3,127 $1.1M
Baltimore-Washington Financial Advisors, Inc. 0.07% Reduce -7.8% 3,118 $1.1M
Manhattan West Asset Management, LLC 0.31% Reduce -1.3% 3,117 $1.1M
Financial Perspectives, Inc 0.42% Add +2.9% 3,116 $1.1M
Obermeyer Wealth Partners 0.07% No change 3,109 $1.1M
Riverview Capital Advisers, LLC 0.38% Add +58.5% 3,102 $1.1M
Founders Financial Securities LLC 0.11% Add +11.7% 3,101 $1.1M
Compound Planning, Inc. 0.08% Add +1.0% 3,084 $1.1M
Axiom Advisory, LLC 0.01% New 3,290 $1.1M
Heartwood Wealth Advisors LLC 0.13% No change 3,069 $1.1M
Insigneo Advisory Services, LLC 0.13% Reduce -1.1% 3,366 $1.1M
NWK Group, Inc. 0.47% Add +0.7% 3,059 $1.1M
St. Clair Advisors, LLC 0.36% Add +0.1% 3,055 $1.1M
AAF Wealth Management, LLC 0.58% Add +0.9% 3,055 $1.1M
Argus Investors' Counsel, Inc. 0.68% Reduce -1.5% 3,047 $1.1M
Coastline Trust Co 0.13% No change 3,042 $1.1M
Hemington Wealth Management 0.37% No change 3,034 $1.1M
Lyell Wealth Management, LP 0.11% Reduce -5.6% 3,020 $1.1M
LS Investment Advisors, LLC 0.17% No change 3,016 $1.1M
Silicon Valley Capital Partners 0.15% Add +0.1% 3,015 $1.1M
Evensky & Katz LLC 0.08% Add +0.1% 3,011 $1.1M
HFG Advisors, Inc. 1.02% Reduce -0.6% 3,001 $1.1M
Estate Counselors, LLC 0.12% Reduce -0.3% 2,998 $1.1M
GTS Securities LLC 0.02% New 2,997 $1.1M
Rockbridge Investment Management, LCC 0.15% Add +15.1% 2,988 $1.1M
Opus Capital Group, LLC 0.15% No change 2,980 $1.1M
Morton Capital Management LLC 0.26% No change 2,963 $1.1M
Geneva Partners, LLC 0.44% Add +3.8% 2,961 $1.1M
Aspen Grove Capital, LLC 0.25% Reduce -3.3% 2,957 $1.1M
SFG Wealth Management, LLC. 0.61% Reduce -2.5% 2,956 $1.1M
Interchange Capital Partners, LLC 0.40% Add +32.6% 2,948 $1.1M
Andina Capital Management, LLC 0.81% Reduce -0.6% 2,947 $1.1M
First Commonwealth Financial Corp 0.28% Reduce -1.9% 2,937 $1.1M
Adero Partners, LLC 0.08% Add +1.2% 2,934 $1.1M
United Bank 0.13% No change 2,930 $1.1M
First City Capital Management, Inc. 0.60% No change 2,929 $1.1M
Smith Salley Wealth Management 0.08% Add +1.8% 2,925 $1.1M
Farmers National Bank 0.32% Reduce -0.3% 2,914 $1.1M
First Bank & Trust 0.22% Reduce -0.1% 2,907 $1.1M
Zhang Financial LLC 0.07% No change 2,901 $1.1M
Insight Wealth Strategies, LLC 0.15% Add +12.3% 2,893 $1.1M
Coppell Advisory Solutions LLC 0.17% — 2,890 $1.1M
Madison Asset Management, LLC 0.01% Reduce -0.4% 2,883 $1.1M
Nicolet Advisory Services, LLC 0.10% No change 2,739 $1.0M
Farmers & Merchants Investments Inc. 0.03% Add +2.5% 2,872 $1.0M
Vontobel Holding Ltd. 0.00% No change 2,848 $1.0M
17 Capital Partners, LLC 0.73% Add +9.6% 2,831 $1.0M
Baker Boyer National Bank 0.36% No change 2,810 $1.0M
Galvin, Gaustad & Stein, LLC 0.10% No change 2,800 $1.0M
Ground Swell Capital, LLC 0.99% New 2,795 $1.0M
Symphony Financial, Ltd. Co. 0.19% Reduce -0.4% 2,771 $1.0M
GEM Asset Management, LLC 0.63% Reduce -5.6% 2,787 $1.0M
Thrive Wealth Management, LLC 0.20% Add +7.9% 2,782 $1.0M
Carnegie Investment Counsel 0.03% Reduce -36.7% 2,781 $1.0M
Retireful, LLC 0.48% New 2,779 $1.0M
Rossmore Private Capital 0.13% Reduce -0.3% 2,775 $1.0M
Cozad Asset Management Inc. 0.10% No change 2,770 $1.0M
Fortis Capital Advisors, LLC 0.36% Add +106.8% 2,759 $1.0M
Benjamin F. Edwards & Company, Inc. 0.02% Reduce -3.0% 2,758 $1.0M
Sprinkle Financial Consultants LLC 0.78% Add +0.1% 2,722 $992K
Spinnaker Trust 0.06% No change 2,721 $992K
Barnes Pettey Financial Advisors, LLC 0.84% No change 2,695 $982K
Private Ocean, LLC 0.09% Add +23.4% 2,694 $982K
Smithfield Trust Co 0.05% Reduce -0.3% 2,697 $981K
Carret Asset Management, LLC 0.11% Reduce -1.3% 2,675 $975K
Geneos Wealth Management Inc. 0.04% Add +1.0% 2,671 $974K
Collective Family Office LLC 0.29% Add +131.5% 2,662 $970K
Stanley-Laman Group, Ltd. 0.13% No change 2,652 $967K
TAGStone Capital, Inc. 0.55% Add +0.1% 2,650 $966K
Peak Planning Group, LLC 0.47% New 2,643 $963K
MA Private Wealth 0.19% No change 2,633 $960K
Sand Hill Global Advisors, LLC 0.04% Reduce -0.2% 2,630 $959K
Power Wealth Management LLC 0.46% Add +15.5% 2,625 $957K
Petredis Investment Advisors LLC 0.11% No change 2,623 $956K
Chicago Capital, LLC 0.03% Reduce -2.5% 2,617 $954K
Gateway Wealth Partners, LLC 0.29% Reduce -6.0% 2,613 $952K
Financial Partners Group, Inc 0.15% Reduce -0.1% 2,610 $952K
Ackerman Capital Advisors, LLC 0.25% No change 2,610 $951K
Wealth Architects, LLC 0.12% No change 2,606 $950K
GPS Wealth Strategies Group, LLC 0.14% Add +26.7% 2,603 $949K
Walkner Condon Financial Advisors LLC 0.20% Add +5.5% 2,587 $943K
Nations Financial Group Inc, /Ia/ 0.08% Reduce -1.3% 2,586 $943K
Jaffetilchin Investment Partners, LLC 0.08% Add +0.9% 2,582 $941K
TFC Financial Management, Inc. 0.16% No change 2,577 $939K
Fortis Group Advisors, LLC 0.19% No change 2,577 $939K
Everett Harris & Co. 0.01% No change 2,573 $938K
Insight Advisors, LLC/ PA 0.17% Add +0.1% 2,572 $937K
Bailard, Inc. 0.03% No change 2,569 $936K
Resonant Capital Advisors, LLC 0.08% Add +5.3% 2,554 $931K
Tortoise Investment Management, LLC 0.11% No change 2,553 $931K
Diversify Advisory Services, LLC 0.05% Add +0.0% 2,440 $925K
Castleview Partners, LLC 0.53% No change 2,537 $925K
SpiderRock Advisors, LLC 0.02% Reduce -1.4% 2,537 $925K
Signature Wealth Management Partners, LLC 0.70% Add +0.0% 2,535 $924K
Citizens & Northern Corp. 0.29% No change 2,522 $919K
Spotlight Asset Group, Inc. 0.64% Reduce -0.1% 2,515 $917K
Bank of Hawaii 0.04% Add +1.1% 2,504 $913K
Orgel Wealth Management, LLC 0.02% No change 2,490 $908K
Bordeaux Wealth Advisors LLC 0.17% No change 2,489 $907K
First Financial Corp. 0.46% Reduce -4.6% 2,480 $904K
WNY Asset Management, LLC 0.12% Reduce -6.3% 2,478 $903K
Sunbelt Securities, Inc. 0.09% Add +0.5% 2,475 $902K
Abbrea Capital, LLC 0.12% Reduce -0.0% 2,473 $901K
Strategic Blueprint, LLC 0.06% Reduce -15.5% 2,468 $900K
Steel Grove Capital Advisors, LLC 0.12% Reduce -24.6% 2,434 $887K
Beacon Capital Management, LLC 0.16% Add +23.2% 2,430 $886K
First Merchants Corp. 0.04% Reduce -6.4% 2,426 $884K
Union Savings Bank 0.46% Reduce -4.1% 2,424 $884K
StoneX Group Inc. 0.07% Add +49.4% 2,420 $882K
Stratos Investment Management, LLC 0.07% Add +18.8% 2,417 $881K
Compton Wealth Advisory Group, LLC 0.23% No change 2,416 $881K
Family Manage LLC 0.16% Add +1.3% 2,415 $880K
Keystone Wealth Services, LLC 0.27% Add +0.0% 2,410 $878K
Strategies Wealth Advisors, LLC 0.13% Add +1.6% 2,409 $878K
Leonard Rickey Investment Advisors P.L.L.C. 0.21% Add +2.3% 2,394 $873K
Bartlett & Co. Wealth Management LLC 0.01% Add +3.1% 2,388 $870K
Presilium Private Wealth, LLC 0.22% No change 2,380 $868K
ORG Partners LLC 0.11% New 2,362 $867K
Hamilton Point Investment Advisors, LLC 0.17% No change 2,378 $867K
Demars Financial Group, LLC 0.42% Reduce -0.8% 2,378 $867K
Stockman Wealth Management, Inc. 0.15% No change 2,366 $862K
Verus Financial Partners, Inc. 0.10% No change 2,362 $861K
Gotham Asset Management 0.01% New 2,357 $859K
Relative Value Partners Group, LLC 0.11% Reduce -71.1% 2,357 $859K
Lake Street Private Wealth, LLC 0.11% Add +2.4% 2,357 $859K
Burney Co./ 0.03% No change 2,354 $858K
Anson Capital, Inc. 0.84% No change 2,346 $855K
Atwood & Palmer Inc. 0.06% Reduce -6.0% 2,334 $851K
Theory Financial LLC 0.40% No change 2,326 $848K
Diversified, LLC 0.10% Add +5.3% 2,326 $848K
Goldstone Financial Group, LLC 0.17% Reduce -14.1% 2,325 $848K
Capital Investment Advisory Services, LLC 0.09% No change 2,322 $846K
Cahill Financial Advisors Inc. 0.12% Reduce -10.8% 2,321 $846K
Full Sail Capital, LLC 0.06% Reduce -2.6% 2,309 $842K
Reston Wealth Management LLC 0.34% Add +0.1% 2,302 $839K
Fernwood Investment Management, LLC 0.26% No change 2,302 $839K
Prosperity Planning, Inc. 0.29% No change 2,301 $839K
J. W. Coons Advisors, LLC 0.16% Add +4.1% 2,292 $835K
Mosaic Financial Group, LLC 0.60% Add +0.1% 2,281 $831K
Valley Wealth Managers, Inc. 0.07% Add +3.9% 2,279 $831K
Falcon Wealth Planning 0.11% No change 2,270 $828K
Pathway Financial Advisors LLC 0.22% Reduce -0.8% 2,263 $825K
Ledyard National Bank 0.08% Add +13.3% 2,256 $822K
Modern Wealth Management, LLC 0.06% Add +114.0% 2,253 $821K
Elevatus Welath Management 0.31% Reduce -12.9% 2,249 $820K
Massachusetts Financial Services Co. 0.00% New 2,245 $818K
Lee Financial Co 0.13% Add +19.6% 2,244 $818K
Pine Valley Investments Ltd Liability Co 0.06% Reduce -80.3% 2,241 $817K
Strait & Sound Wealth Management LLC 0.42% Reduce -3.2% 2,240 $817K
Integrity Wealth Solutions LLC 0.53% Add +0.1% 2,236 $815K
Tennessee Valley Asset Management Partners 0.15% New 2,234 $814K
Greenhouse Wealth Management, LLC 0.59% Reduce -0.2% 2,230 $813K
Private Wealth Advisors, LLC 0.35% No change 2,202 $810K
Sightline Wealth Advisors, LLC 0.50% Reduce -0.3% 2,222 $810K
Kavar Capital Partners Group, LLC 0.15% No change 2,219 $809K
Little House Capital LLC 0.25% Reduce -4.9% 2,214 $807K
Harfst & Associates, Inc. 0.19% No change 2,210 $806K
GW Henssler & Associates Ltd. 0.05% Add +6.9% 2,208 $805K
Weaver Consulting Group 0.28% No change 2,207 $804K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -15.4% 2,207 $804K
Debussy Capital Management LP 0.23% Add +0.1% 2,183 $796K
RiverFront Investment Group, LLC 0.02% Add +15.4% 2,171 $791K
New Potomac Partners, LLC 0.43% No change 2,170 $791K
Victory Financial Group, LLC 0.37% Reduce -8.7% 2,166 $789K
Traphagen Investment Advisors LLC 0.09% Reduce -2.2% 2,165 $789K
Enterprise Bank & Trust Co 0.27% No change 2,164 $789K
PBMares Wealth Management LLC 0.19% No change 2,156 $786K
Wedmont Private Capital 0.05% No change 2,081 $784K
Sovereign Financial Group, Inc. 0.19% Reduce -1.1% 2,144 $782K
Parsons Capital Management Inc. 0.05% No change 2,134 $778K
Keebeck Wealth Management 0.11% No change 2,133 $778K
Main Management LLC 0.06% No change 2,126 $775K
TRUE Private Wealth Advisors 0.09% Reduce -5.3% 2,125 $775K
Meridian Financial Advisors, LLC 0.56% No change 2,119 $772K
Farmers & Merchants Trust Co of Chambersburg PA 0.31% Add +1168.7% 2,106 $768K
Private Capital Management LLC 0.15% Reduce -11.9% 2,107 $768K
Roman Butler Fullerton & Co. 0.25% Add +52.3% 1,995 $764K
CFS Investment Advisory Services, LLC 0.06% New 2,093 $763K
Eight 31 Financial, LLC 0.58% Reduce -2.9% 2,078 $757K
KilterHowling LLC 0.52% Add +0.1% 2,078 $757K
Beaird Harris Wealth Management, LLC 0.07% Add +2.3% 2,076 $757K
Clark Capital Management Group, Inc. 0.01% Reduce -43.8% 2,074 $756K
LMCG Investments, LLC 0.04% Reduce -0.3% 2,073 $756K
Principle Wealth Partners LLC 0.06% No change 2,070 $755K
Left Brain Wealth Management, LLC 0.35% No change 2,065 $753K
Prosperity Wealth Management, Inc. 0.37% Add +77.7% 2,058 $750K
West Paces Advisors Inc. 0.20% Reduce -0.1% 2,055 $749K
High Falls Advisors, Inc 0.18% Add +1.0% 2,044 $745K
Pps&v Asset Management Consultants, Inc. 0.53% No change 2,036 $742K
Kaydan Wealth Management, Inc. 0.26% No change 2,033 $741K
Latitude Advisors, LLC 0.45% Add +10.1% 2,032 $741K
Hubbell Strickland Wealth Management, LLC 0.37% Add +0.1% 2,030 $740K
LBMC Investment Advisors, LLC 0.06% Reduce -27.0% 2,028 $739K
Schechter Investment Advisors, LLC 0.06% No change 2,025 $738K
Edgestream Partners, L.P. 0.04% Reduce -48.2% 2,024 $738K
Benedict Financial Advisors Inc. 0.19% Reduce -3.2% 2,023 $737K
Bremer Bank National Association 0.14% No change 2,020 $736K
Old Port Advisors 0.22% Reduce -28.8% 2,019 $736K
Vawter Financial, Ltd. 0.50% Reduce -7.1% 2,019 $736K
JTC Employer Solutions Trustee Ltd 0.05% No change 2,016 $735K
Jacobi Capital Management LLC 0.06% Add +1.3% 2,015 $735K
Sachem Hill LLC 0.16% No change 2,015 $734K
William Howard & Co Financial Advisors Inc 0.68% Add +0.1% 2,009 $732K
Allred Capital Management, LLC 0.28% No change 2,008 $732K
S.E.E.D. Planning Group LLC 0.27% No change 2,008 $732K
Creative Financial Designs Inc. 0.07% No change 2,001 $729K
Navis Wealth Advisors, LLC 0.84% No change 2,000 $729K
Sage Rhino Capital LLC 0.17% No change 2,000 $729K
MassMutual Private Wealth & Trust, FSB 0.02% Add +3.9% 1,998 $728K
Alpha Cubed Investments, LLC 0.03% Reduce -4.5% 1,997 $728K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +7.4% 1,997 $728K
Marino, Stram & Associates LLC 0.18% Reduce -1.9% 1,996 $727K
Blue Barn Wealth, LLC 0.40% Reduce -0.1% 1,984 $723K
YHB Investment Advisors, Inc. 0.06% Add +5.6% 1,983 $723K
St Germain D J Co. Inc. 0.03% Reduce -15.9% 1,977 $721K
Titleist Asset Management, LLC 0.11% Add +7.6% 1,977 $720K
Coastal Bridge Advisors, LLC 0.18% No change 1,975 $720K
Muirfield Wealth Advisors LLC 0.67% Add +0.1% 1,972 $719K
Klingman & Associates, LLC 0.05% Reduce -1.2% 1,972 $719K
MMBG Investment Advisors Co. 0.08% No change 1,969 $718K
EnRich Financial Partners LLC 0.26% Add +5688.2% 1,968 $717K
Beese Fulmer Investment Management, Inc. 0.06% No change 1,956 $713K
Cable Hill Partners, LLC 0.08% New 1,956 $713K
Nicholas Hoffman & Company, LLC. 0.03% New 1,952 $712K
Wealthgarden F.S. LLC 0.75% — 1,950 $711K
Von Berge Wealth Management Group, LLC 0.45% No change 1,930 $710K
Gray Private Wealth, LLC 0.46% No change 1,948 $710K
Northwest Capital Management Inc 0.26% Reduce -13.2% 1,940 $707K
Ironwood Investment Counsel, LLC 0.13% Reduce -2.0% 1,936 $706K
Henrickson Nauta Wealth Advisors, Inc. 0.30% No change 1,935 $705K
Nabity-Jensen Investment Management Inc 0.58% No change 1,931 $704K
Cary Street Partners Asset Management LLC 0.10% Reduce -2.2% 1,931 $704K
Gibson Capital, LLC 0.16% No change 1,930 $704K
Oak Ridge Investments LLC 0.07% Add +84.5% 1,926 $702K
Clearbridge Investments, LLC 0.00% New 1,926 $702K
Lam Group, Inc. 0.59% No change 1,925 $702K
Integral Investment Advisors, Inc. 0.26% Add +2.2% 1,902 $698K
Weatherly Asset Management L. P. 0.06% No change 1,915 $698K
Patten & Patten Inc. 0.05% Add +0.1% 1,911 $697K
Forthright Family Wealth Advisory LLC 0.45% No change 1,907 $695K
Anchor Investment Management, LLC 0.07% No change 1,904 $694K
Ariadne Wealth Management, LP 0.54% — 1,898 $692K
Monterey Private Wealth, Inc. 0.26% Reduce -0.8% 1,894 $690K
Nomura Asset Management Co. Ltd. 0.00% No change 1,891 $689K
Howard Wealth Management, LLC 0.54% No change 1,889 $689K
Rosenblum Silverman Sutton S F Inc. 0.18% Add +0.5% 1,884 $687K
Money Concepts Capital Corp. 0.06% Reduce -20.8% 1,879 $685K
Jacobsen Capital Management 0.31% Add +1.0% 1,878 $684K
BIP Wealth, LLC 0.06% Reduce -12.5% 1,877 $684K
Providence First Trust Co 0.31% Add +87.3% 1,873 $683K
waypoint wealth counsel 0.52% Add +21.7% 1,872 $682K
Steph & Co. 0.23% No change 1,870 $682K
Curran Financial Partners, LLC 0.23% Reduce -3.7% 1,869 $681K
Hanover Advisors Inc. 0.30% No change 1,869 $681K
Members Wealth LLC 0.46% — 1,598 $679K
Bell Bank 0.06% No change 1,861 $678K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +13.8% 1,856 $677K
Kovack Advisors, Inc. 0.07% Reduce -2.6% 1,855 $676K
Oxler Private Wealth LLC 0.25% Add +0.1% 1,836 $669K
Blue Chip Partners, LLC 0.06% No change 1,835 $669K
LM Advisors LLC 0.13% No change 1,831 $667K
Acima Private Wealth, LLC 0.24% No change 1,829 $667K
TCI Wealth Advisors, Inc. 0.06% Reduce -24.9% 1,825 $665K
Warner Financial, Inc. 0.32% Add +0.1% 1,816 $662K
Signature Estate & Investment Advisors LLC 0.02% New 1,811 $660K
Rockland Trust Co. 0.03% Reduce -3.9% 1,810 $660K
King Wealth Management Group 0.11% No change 1,808 $659K
Peregrine Capital Management LLC 0.02% New 1,799 $656K
Aries Wealth Management 0.21% Reduce -1.1% 1,795 $654K
Taylor & Morgan Wealth Management, LLC 0.46% Add +6.8% 1,794 $654K
Barnett & Company, Inc. 0.47% No change 1,793 $654K
Mason Investment Advisory Services, Inc. 0.04% Add +0.1% 1,791 $653K
Hazlett, Burt & Watson, Inc. 0.34% Add +0.3% 1,795 $652K
Stonehearth Capital Management, LLC 0.28% Reduce -0.3% 1,782 $650K
Columbia Bank 0.25% Add +6.3% 1,782 $650K
Reynders McVeigh Capital Management, LLC 0.04% No change 1,781 $649K
Family Investment Center, Inc. 0.19% Reduce -0.2% 1,776 $647K
Stone Summit Wealth LLC 0.23% Reduce -0.2% 1,771 $646K
Clarity Wealth Advisors, LLC 0.21% Add +2.9% 1,768 $644K
Builder Investment Group Inc. 0.17% No change 1,755 $640K
Well Done, LLC 0.13% No change 1,753 $639K
Peninsula Wealth, LLC 0.12% No change 1,694 $638K
O'ROURKE & COMPANY, Inc 0.36% Reduce -1.9% 1,749 $637K
Empire Financial Management Company, LLC 0.21% Reduce -4.1% 1,747 $637K
Mitchell Capital Management Co. 0.11% Reduce -33.8% 1,740 $634K
Northwest Investment Counselors, LLC 0.16% Add +0.5% 1,737 $633K
Capital Advisors Inc. 0.01% Add +10.1% 1,736 $633K
Burton Enright Welch 0.15% No change 1,733 $632K
Gitterman Wealth Management, LLC 0.24% Add +5.2% 1,732 $631K
Wintrust Investments LLC 0.05% Reduce -5.9% 1,730 $631K
Sunpointe, LLC 0.41% Add +14.9% 1,719 $627K
Lodestar Private Asset Management LLC 0.09% Add +71.0% 1,718 $626K
Heritage Investors Management Corp. 0.02% Reduce -3.5% 1,716 $625K
Redmond Asset Management, LLC 0.20% New 1,700 $620K
Cornell Pochily Investment Advisors, Inc. 0.23% Add +25.4% 1,695 $618K
Sandy Cove Advisors, LLC 0.27% Reduce -2.4% 1,692 $617K
Chilton Investment Co. Inc. 0.02% Reduce -17.8% 1,680 $612K
Retirement Planning Group, LLC 0.04% Reduce -11.2% 1,679 $612K
Pinion Investment Advisors, LLC 0.30% No change 1,679 $612K
GoalVest Advisory LLC 0.20% No change 1,679 $612K
Motco 0.04% Reduce -10.2% 1,676 $611K
Commonwealth Retirement Investments LLC 0.28% No change 1,674 $610K
Vantage Financial Partners, LLC 0.16% Add +0.8% 1,673 $610K
Waterloo Capital, L.P. 0.07% No change 1,673 $610K
Jentner Corp 0.20% Reduce -1.8% 1,671 $609K
Charles Schwab Trust Co 0.06% Reduce -2.3% 1,667 $608K
Csenge Advisory Group 0.03% Reduce -2.9% 1,664 $607K
BlueSky Wealth Advisors, LLC 0.10% No change 1,664 $607K
Matthew Goff Investment Advisor, LLC 0.12% Reduce -8.1% 1,663 $606K
Rice Partnership, LLC 0.13% Add +29.8% 1,662 $606K
Cahill Wealth Management, LLC 0.36% No change 1,659 $605K
Glen Eagle Advisors, LLC 0.11% Reduce -4.5% 1,654 $603K
Ardent Capital Management, Inc. 0.29% No change 1,651 $602K
Lauterbach Financial Advisors, LLC 0.40% No change 1,747 $601K
Arq Wealth Advisors, LLC 0.26% Reduce -0.7% 1,646 $600K
Webster Bank, N. A. 0.07% No change 1,638 $597K
Mattern Wealth Management LLC 0.14% Add +5.1% 1,637 $597K
Bristlecone Advisors, LLC 0.05% No change 1,634 $596K
McIlrath & Eck, LLC 0.09% No change 1,634 $596K
Poehling Capital Management, INC. 0.16% No change 1,632 $595K
RPG Investment Advisory, LLC 0.09% Reduce -0.3% 1,632 $595K
Aveo Capital Partners, LLC 0.07% No change 1,630 $594K
Orin Green Financial, LLC 0.27% New 1,630 $594K
McNamara Financial Services, Inc. 0.13% Reduce -0.4% 1,629 $594K
S&co Inc. 0.04% No change 1,627 $593K
Twin Peaks Wealth Advisors, LLC 0.30% Reduce -11.9% 1,625 $593K
Hudson Capital Management LLC 0.21% Reduce -3.0% 1,624 $592K
Cardinal Strategic Wealth Guidance 0.21% Add +3.2% 1,618 $590K
Probity Advisors, Inc. 0.12% No change 1,617 $589K
Invictus Private Wealth, LLC 0.05% Reduce -1.0% 1,615 $589K
Mfa Wealth Advisors, LLC 0.13% Reduce -22.8% 1,600 $583K
Arden Trust Co 0.08% No change 1,600 $583K
American Money Management, LLC 0.12% Add +2.3% 1,589 $579K
LVM Capital Management Ltd. 0.07% Add +8.8% 1,588 $579K
Beverly Hills Private Wealth, LLC 0.13% Reduce -0.4% 1,584 $578K
TNF LLC 0.21% Add +0.1% 1,624 $575K
Kathmere Capital Management, LLC 0.06% New 1,574 $574K
Pettyjohn, Wood & White, Inc. 0.11% Reduce -0.3% 1,573 $573K
Macroview Investment Management LLC 0.61% Add +0.1% 1,573 $573K
Journey Advisory Group, LLC 0.07% Reduce -14.6% 1,561 $569K
Thrive Capital Management, LLC 0.26% New 1,559 $568K
FCG Investment Co 0.43% No change 1,556 $567K
Twele Capital Management, Inc. 0.13% No change 1,556 $567K
VitalStone Financial, LLC 0.41% Add +0.1% 1,553 $566K
Richardson Capital Management LLC 0.43% Reduce -1.6% 1,550 $565K
Point Windward Advisors Inc. 0.23% No change 1,546 $564K
Altus Wealth Management, LLC 0.27% No change 1,543 $562K
Formidable Asset Management, LLC 0.09% Add +11.1% 1,541 $562K
LGL Partners, LLC 0.08% Add +0.2% 1,536 $560K
Cypress Wealth Services, LLC 0.12% No change 1,535 $560K
GW&K Investment Management, LLC 0.01% Add +13.8% 1,533 $559K
JFG Wealth Management, LLC 0.16% No change 1,527 $557K
Catalyst Private Wealth, LLC 0.29% No change 1,518 $553K
Liberty Capital Management, Inc. 0.13% Reduce -0.6% 1,516 $553K
Francis Financial, Inc. 0.17% New 1,510 $550K
Professional Advisory Services Inc. 0.07% No change 1,508 $550K
Braun Stacey Associates Inc. 0.02% Reduce -11.9% 1,509 $550K
Geller Advisors LLC 0.04% No change 1,501 $547K
MontVue Capital Management, Inc. 0.43% New 1,499 $546K
Moors & Cabot, Inc. 0.03% Add +24.3% 1,495 $545K
Liberty Wealth Management LLC 0.10% Reduce -1.2% 1,490 $543K
Capital Analysts, LLC 0.02% Add +34.0% 1,490 $543K
New Millennium Group LLC 0.35% No change 1,476 $538K
JPL Wealth Management, LLC 0.26% No change 1,467 $535K
Accurate Wealth Management, LLC 0.13% Add +12.0% 1,413 $534K
NWF Advisory Services Inc. 0.08% Add +1.6% 1,461 $532K
Bragg Financial Advisors, Inc 0.02% Reduce -6.7% 1,458 $531K
Wolverine Trading, LLC 0.01% Reduce -38.8% 1,457 $531K
PACK Private Wealth, LLC 0.33% No change 1,456 $531K
GGM Financial LLC 0.49% — 1,451 $529K
First Manhattan Co. Llc. 0.00% Reduce -1.9% 1,449 $528K
FFT Wealth Management LLC 0.05% No change 1,447 $527K
CFO4Life Group, LLC 0.10% Add +0.1% 1,441 $525K
Compass Wealth Management LLC 0.13% No change 1,440 $525K
Precision Wealth Strategies, LLC 0.54% No change 1,432 $522K
Accent Capital Management, LLC 0.32% Add +19.3% 1,432 $522K
MCF Advisors LLC 0.04% No change 1,429 $521K
Royal Harbor Partners, LLC 0.21% No change 1,423 $519K
Peachtree Investment Partners, LLC 0.20% Reduce -41.3% 1,422 $518K
First American Trust, FSB 0.05% Add +3.2% 1,419 $517K
Hartford Financial Management Inc. 0.11% No change 1,412 $515K
Morningstar Investment Services LLC 0.01% Add +126.0% 1,397 $513K
Alliance Wealth Advisors, LLC 0.32% Reduce -0.2% 1,407 $513K
Gilbert & Cook, Inc. 0.07% No change 1,407 $513K
Olde Wealth Management, LLC 0.20% New 1,405 $512K
Wealth Management Partners, LLC 0.25% Add +3.6% 1,403 $511K
Dagco, Inc. 0.23% Reduce -0.6% 1,402 $511K
ESL Trust Services, LLC 0.12% Reduce -1.4% 1,400 $510K
Assetmark, Inc. 0.00% Add +236.1% 1,398 $510K
Dechtman Wealth Management, LLC 0.11% Add +0.1% 1,397 $509K
Macquarie Group Ltd. 0.00% Reduce -90.2% 1,396 $509K
Heritage Investment Group, Inc. 0.07% Add +10.3% 1,389 $506K
Prelude Capital Management, LLC 0.04% New 1,380 $503K
360 Financial, Inc. 0.19% No change 1,374 $501K
Alpha Financial Advisors, LLC 0.24% Reduce -4.0% 1,374 $501K
Andrews, Lucia Wealth Management LLC 0.35% Add +100.0% 1,422 $499K
BancFirst Trust & Investment Management 0.23% Reduce -3.0% 1,355 $498K
Criterion Capital Advisors, LLC 0.31% No change 1,365 $498K
Sather Financial Group Inc 0.03% No change 1,365 $498K
Russell Investments Group, Ltd. 0.00% Add +161.5% 1,365 $498K
Nia Impact Advisors, LLC 0.18% New 1,363 $497K
Colonial Trust Advisors 0.05% No change 1,352 $493K
REDW Wealth LLC 0.13% No change 1,352 $493K
Family Firm, Inc. 0.11% Add +0.1% 1,350 $492K
Bourgeon Capital Management LLC 0.10% No change 1,350 $492K
Beach Investment Counsel Inc. 0.06% No change 1,350 $492K
Reliant Wealth Planning 0.23% No change 1,347 $491K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.1% 1,346 $491K
Tyche Wealth Partners LLC 0.12% Add +7.6% 1,342 $489K
Financial Guidance Group, Inc. 0.30% No change 1,340 $488K
Charter Oak Capital Management, LLC 0.05% No change 1,334 $486K
North Star Investment Management Corp. 0.04% Reduce -4.0% 1,331 $485K
Mosley Wealth Management 0.41% Add +5.0% 1,329 $484K
Hyman Charles D 0.03% Add +0.2% 1,327 $484K
Praetorian Wealth Management, Inc. 0.12% New 1,327 $484K
Element Wealth, LLC 0.27% Reduce -6.5% 1,326 $483K
Boston Family Office LLC 0.03% No change 1,322 $482K
Harbor Group, Inc. 0.12% Reduce -11.4% 1,317 $480K
Nilsine Partners, LLC 0.06% No change 1,313 $479K
Naviter Wealth, LLC 0.07% No change 1,309 $477K
D.B. Root & Company, LLC 0.16% No change 1,308 $477K
Girard Partners LTD. 0.05% No change 1,306 $476K
Coordinated Financial Services, Inc. 0.41% No change 1,305 $476K
Voisard Asset Management Group, Inc. 0.23% No change 1,303 $475K
Lakeridge Wealth Management LLC 0.29% New 1,302 $475K
TrinityPoint Wealth, LLC 0.07% Reduce -5.1% 1,298 $473K
Torray Investment Partners LLC 0.07% No change 1,298 $473K
Sugarloaf Wealth Management, LLC 0.08% Reduce -16.2% 1,293 $471K
MSH Capital Advisors LLC 0.16% Add +0.2% 1,291 $471K
DecisionPoint Financial, LLC 0.16% Add +1.2% 1,308 $469K
Legacy Private Trust Co. 0.03% Reduce -3.8% 1,280 $467K
Eagle Bay Advisors LLC 0.28% No change 1,270 $463K
Anderson Hoagland & Co. 0.05% Reduce -1.4% 1,217 $461K
Legacy Wealth Management, LLC 0.03% Reduce -1.8% 1,260 $459K
Klingenstein Fields & Co. LP 0.02% No change 1,257 $458K
Naples Global Advisors, LLC 0.05% Reduce -0.8% 1,255 $457K
Wayfinding Financial, LLC 0.26% No change 1,253 $456K
Global Wealth Management Investment Advisory, Inc. 0.11% New 1,245 $454K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -6.0% 1,245 $454K
Florida Trust Wealth Management Co 0.02% No change 1,238 $451K
German American Bancorp, Inc. 0.05% No change 1,235 $450K
Cassia Capital Partners, LLC 0.30% Reduce -19.6% 1,229 $448K
Kolinsky Wealth Management, LLC 0.32% Add +20.1% 1,227 $447K
Patrick M Sweeney & Associates, Inc. 0.36% Reduce -2.0% 1,226 $447K
Guerra Pan Advisors, LLC 0.37% No change 1,225 $447K
Dana Investment Advisors, Inc. 0.01% Reduce -1.1% 1,221 $445K
Northstar Asset Management Inc. 0.11% No change 1,215 $443K
ZWJ Investment Counsel Inc. 0.02% No change 1,214 $443K
MIdWestOne Financial Group, Inc. 0.08% Add +5.6% 1,213 $442K
Paradigm, Strategies in Wealth Management, LLC 0.27% No change 1,211 $441K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% No change 1,211 $441K
HRC Wealth Management, LLC 0.30% Reduce -0.6% 1,206 $440K
Hiley Hunt Wealth Management 0.27% No change 1,205 $439K
Gordian Advisors LLC 0.42% No change 1,204 $439K
Clarity Capital Partners LLC 0.27% Reduce -0.9% 1,200 $437K
LRI Investments, LLC 0.05% No change 1,199 $437K
Heritage Wealth Management, Inc. 0.42% Reduce -2.2% 1,197 $436K
Rappaport Reiches Capital Management, LLC 0.13% Reduce -3.6% 1,191 $434K
Stonebrook Private Inc. 0.12% Add +11.3% 1,185 $432K
Hollencrest Capital Management 0.02% Add +20.3% 1,185 $432K
Flagship Private Wealth, LLC 0.25% Add +2.1% 1,174 $428K
Financial Consulate, Inc. 0.13% Add +0.9% 1,171 $427K
Marks Group Wealth Management, Inc 0.04% Add +25.3% 1,164 $424K
Madison Wealth Partners, Inc 0.15% No change 1,161 $423K
Trust Co. of Vermont 0.02% Reduce -0.2% 1,161 $423K
Belvedere Trading LLC 0.02% Add +2595.3% 1,159 $422K
Centaurus Financial, Inc. 0.03% Add +0.1% 1,157 $422K
Aire Advisors, LLC 0.10% Add +0.2% 1,157 $422K
Greenwich Wealth Management LLC 0.03% Reduce -11.0% 1,154 $421K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +19.0% 1,154 $421K
Wealth Alliance, LLC 0.05% Reduce -16.3% 1,152 $420K
Bfsg, LLC 0.05% Reduce -6.7% 1,152 $420K
Tandem Capital Management Corp. 0.23% No change 1,103 $417K
Northwest Bancshares, Inc. 0.07% Add +19.3% 1,136 $414K
Fort Sheridan Advisors LLC 0.07% Add +2.9% 1,134 $413K
Inspirion Wealth Advisors, LLC 0.06% Add +1.3% 1,130 $412K
IRON Financial LLC 0.23% No change 1,129 $412K
Stuart Chaussee & Associates, Inc. 0.11% Add +32.8% 1,129 $412K
Ashford Capital Management Inc. 0.06% No change 1,127 $411K
River Wealth Advisors LLC 0.06% Add +8.0% 1,126 $410K
City State Bank 0.17% No change 1,126 $410K
Romano Brothers and Company 0.06% Reduce -8.3% 1,123 $409K
Prestige Wealth Management Group LLC 0.09% No change 1,120 $408K
Arbor Capital Management Inc. 0.37% Reduce -11.6% 1,109 $408K
CIC Wealth, LLC 0.11% No change 1,119 $408K
Measured Wealth Private Client Group, LLC 0.14% No change 1,117 $407K
Scientech Research LLC 0.08% Reduce -6.7% 1,116 $407K
Pinnacle Bancorp, Inc. 0.12% No change 1,114 $406K
One Wealth Management Investment & Advisory Services, LLC 0.16% Reduce -3.7% 1,109 $404K
Quantum Private Wealth, LLC 0.14% New 1,107 $404K
NBT Bank, N.A. 0.03% Add +0.6% 1,107 $404K
LCNB Corp. 0.15% No change 1,107 $403K
Telos Capital Management, Inc. 0.04% No change 1,105 $403K
Penney Financial, LLC 0.29% New 1,103 $402K
Optimum Investment Advisors 0.18% Reduce -34.1% 1,101 $401K
Center for Financial Planning, Inc. 0.06% Reduce -3.8% 1,098 $400K
JB Capital LLC 0.03% Reduce -3.9% 1,093 $399K
BetterWealth, LLC 0.13% Add +0.1% 1,094 $399K
Piscataqua Savings Bank 0.35% No change 1,091 $398K
Bank of Stockton 0.13% Reduce -3.5% 1,090 $397K
Sandbox Financial Partners, LLC 0.15% Add +0.1% 1,087 $396K
Fca Corp. 0.13% No change 1,085 $395K
First Nebraska Trust Co 0.04% No change 1,083 $395K
First Command Advisory Services, Inc. 0.00% Reduce -0.1% 1,083 $395K
JNBA Financial Advisors 0.04% No change 1,082 $394K
Skyline Advisors, Inc. 0.17% Add +0.1% 1,081 $394K
Sage Capital Advisors,llc 0.11% No change 1,079 $393K
Northwest Quadrant Wealth Management, LLC 0.10% Add +0.2% 1,077 $392K
Roberts Glore & Co. Inc. 0.12% No change 1,076 $392K
Texas Capital Bancshares Inc 0.16% No change 1,067 $389K
Drucker Wealth 3.0, LLC 0.10% — 1,067 $389K
W1M Investment Management Ltd 0.01% Add +70.6% 1,066 $389K
ERn Financial, LLC 0.06% Add +3.6% 1,063 $387K
Perennial Advisors, LLC 0.09% No change 1,059 $386K
New Perspectives, Inc 0.21% No change 1,057 $385K
Davidson Trust Co. 0.26% Reduce -8.4% 1,053 $384K
Abbot Financial Management, Inc. 0.20% No change 1,050 $383K
Harbor Advisory Corp. 0.13% No change 1,050 $383K
Horst & Graben Wealth Management LLC 0.07% Reduce -0.3% 1,050 $383K
JBR Co Financial Management Inc 0.27% No change 1,047 $382K
Montis Financial, LLC 0.17% Reduce -8.6% 1,042 $380K
LPWM LLC 0.13% No change 1,000 $378K
Independent Advisor Alliance 0.01% Add +15.7% 1,038 $378K
Capital Insight Partners, LLC 0.07% Reduce -66.5% 1,035 $377K
Beacon Bank & Trust 0.09% Reduce -24.1% 1,030 $375K
Wealthquest Corp 0.04% No change 1,027 $374K
Arvest Investments, Inc. 0.06% Add +6.9% 1,025 $374K
PCA Investment Advisory Services Inc. 0.20% Add +2.1% 1,025 $374K
Prio Wealth Limited Partnership 0.01% Add +24.2% 1,025 $374K
FourThought Financial Partners, LLC 0.05% Reduce -43.2% 1,023 $373K
Kingfisher Capital LLC 0.09% Add +0.1% 1,024 $373K
Abner Herrman & Brock LLC 0.05% No change 1,022 $373K
Heritage Wealth Management, LLC 0.21% Add +18.8% 1,022 $373K
Heritage Family Offices, LLP 0.21% — 1,022 $373K
Neumann Capital Management, LLC 0.13% No change 1,022 $373K
First National Bank of Hutchinson 0.24% Reduce -20.6% 1,020 $372K
Strategic Financial Partners, Ltd. 0.20% Reduce -38.7% 1,019 $371K
Oder Investment Management, LLC 0.34% Add +1.6% 1,017 $371K
Intelligence Driven Advisers, LLC 0.05% Add +1.6% 1,012 $369K
Bright Futures Wealth Management, LLC. 0.20% Reduce -10.7% 1,068 $368K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $367K
IAG Wealth Partners, LLC 0.07% Reduce -13.4% 1,004 $366K
Headinvest, LLC 0.07% No change 1,004 $366K
Integris Wealth Management, LLC 0.11% No change 1,000 $365K
BKM Wealth Management, LLC 0.17% Add +49.9% 998 $364K
Fusion Family Wealth, LLC 0.04% No change 997 $363K
Carmichael Hill & Associates, Inc. 0.15% Add +3.3% 996 $363K
F/m Investments LLC 0.01% New 994 $362K
Country Trust Bank 0.01% No change 993 $362K
Aspire Private Capital, LLC 0.09% No change 992 $362K
Community Financial Services Group, LLC 0.08% Reduce -11.4% 990 $361K
Values Added Financial LLC 0.26% Add +7.6% 990 $361K
Meeder Advisory Services, Inc. 0.03% Add +49.0% 989 $361K
Covenant Asset Management, LLC 0.08% New 985 $359K
Peak Financial Advisors LLC 0.21% Reduce -1.5% 981 $358K
One Charles Private Wealth Services, LLC 0.15% Reduce -7.0% 977 $356K
Institutional & Family Asset Management, LLC 0.05% Reduce -15.0% 977 $356K
Blue Fin Capital, Inc. 0.07% Reduce -0.1% 969 $354K
Vision Capital Management, Inc. 0.05% No change 968 $353K
One Day In July LLC 0.04% Reduce -5.2% 965 $352K
Armstrong Advisory Group, Inc. 0.03% Reduce -8.3% 962 $351K
Bigelow Investment Advisors, LLC 0.17% Reduce -2.0% 960 $350K
Tanager Wealth Management LLP 0.05% New 959 $350K
Broadleaf Partners, LLC 0.08% Add +0.8% 957 $349K
Trek Financial, LLC 0.03% Add +5.3% 955 $348K
Chemistry Wealth Management LLC 0.09% Reduce -5.9% 952 $347K
Grey Ledge Advisors, LLC 0.09% Add +0.1% 949 $346K
Patriot Investment Management Group, Inc. 0.03% No change 949 $346K
Abacus Planning Group, Inc. 0.07% Reduce -0.1% 949 $346K
Adell Harriman & Carpenter Inc. 0.03% No change 946 $345K
Chilton Capital Management LLC 0.02% Reduce -62.6% 931 $339K
McCarthy & Cox 0.13% No change 929 $339K
Strategic Wealth Partners, Ltd. 0.04% Reduce -42.8% 928 $338K
Transform Wealth, LLC 0.03% Add +1.1% 927 $338K
Black Diamond Financial, LLC 0.07% Add +33.1% 924 $337K
Cardinal Point Capital Management ULC 0.06% No change 923 $336K
Round Rock Advisors LLC 0.08% Reduce -83.9% 921 $336K
Commons Capital, LLC 0.40% No change 918 $335K
Texas Capital Bank Wealth Management Services Inc 0.03% No change 918 $335K
Monument Capital Management 0.10% No change 917 $334K
Lionsbridge Wealth Management LLC 0.27% No change 916 $334K
Arcadia Investment Advisors LLC 0.19% No change 913 $333K
Private Management Group Inc. 0.01% Reduce -0.7% 910 $332K
Daymark Wealth Partners, LLC 0.02% New 907 $331K
Peoples Bank 0.17% Reduce -1.1% 907 $331K
Ironwood Investment Management LLC 0.18% No change 906 $330K
Wrapmanager Inc. 0.09% Reduce -38.5% 906 $330K
Operose Advisors LLC 0.12% No change 905 $330K
Berkeley, Inc 0.20% Reduce -13.0% 903 $329K
Lokken Investment Group LLC 0.15% No change 901 $328K
Elk River Wealth Management LLC 0.06% No change 901 $328K
Pacific Sun Financial Corp 0.19% Add +4.7% 899 $328K
Gemmer Asset Management LLC 0.03% No change 896 $327K
Patton Albertson Miller Group, LLC 0.05% No change 890 $324K
Clean Yield Group 0.12% No change 888 $324K
Aureus Asset Management, LLC 0.02% Reduce -39.4% 888 $324K
Cobblestone Capital Advisors LLC 0.02% Reduce -14.1% 885 $323K
Cove Private Wealth, LLC 0.26% Add +9.3% 885 $323K
JGP Wealth Management, LLC 0.05% Add +13.2% 885 $323K
Advisory Alpha, LLC 0.01% Reduce -0.3% 880 $321K
LongView Wealth Management 0.12% Add +8.4% 875 $319K
Phillips Financial Management, LLC 0.03% No change 874 $319K
Tradewinds, LLC. 0.10% New 873 $318K
Lion Street Advisors, LLC 0.12% New 868 $316K
RB Capital Management, LLC 0.08% Add +0.1% 867 $316K
Shufro Rose & Co. LLC 0.03% Reduce -8.0% 864 $315K
Riversedge Advisors, LLC 0.08% No change 860 $314K
World Equity Group, Inc. 0.09% Reduce -11.4% 854 $311K
Centerpoint Advisors, LLC 0.11% New 854 $311K
S&T Bank 0.08% Reduce -30.0% 852 $311K
Sage Private Wealth Group, LLC 0.26% New 853 $311K
Graves Light Lenhart Wealth, Inc. 0.04% No change 838 $308K
Ulland Investment Advisors, LLC 0.23% No change 845 $308K
ABLE Financial Group, LLC 0.11% No change 844 $308K
Shepherd Financial Partners LLC 0.04% No change 843 $307K
Millennium Capital Advisors, LLC 0.20% No change 837 $305K
Goodwin Investment Advisory 0.14% New 836 $305K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -3.2% 835 $304K
Foster & Motley Inc. 0.02% Reduce -6.9% 835 $304K
Cedar Wealth Management, LLC 0.10% No change 832 $303K
Dynasty Wealth Management, LLC 0.01% New 831 $303K
Maple Capital Management, Inc. 0.02% New 829 $302K
Cape Cod Five Cents Savings Bank 0.03% Reduce -1.4% 827 $301K
Prospect Financial Services LLC 0.23% Reduce -7.6% 826 $301K
Janney Capital Management LLC 0.02% No change 826 $301K
Aspect Partners, LLC 0.18% No change 825 $301K
Precedent Wealth Partners, LLC 0.12% No change 825 $301K
Planning Center, Inc. 0.04% New 823 $300K
Rothschild Wealth LLC 0.10% No change 822 $300K
High Net Worth Advisory Group LLC 0.09% No change 822 $300K
Parker Investment Management, LLC 0.05% No change 821 $299K
M3 Advisory Group, LLC 0.25% Add +2.1% 821 $299K
Newton One Investments LLC 0.13% No change 819 $299K
Fort Point Capital Partners LLC 0.04% No change 817 $298K
Fiera Capital Corp 0.00% Reduce -3.8% 817 $298K
Facet Wealth, Inc. 0.01% Reduce -0.5% 848 $296K
Range Financial Group LLC 0.15% No change 810 $295K
Orion Capital Management LLC 0.16% No change 810 $295K
Lakeshore Financial Planning, Inc. 0.14% No change 810 $295K
Columbia Asset Management 0.06% No change 810 $295K
Sfmg, LLC 0.03% Reduce -2.2% 809 $295K
Mitchell McLeod Pugh & Williams Inc. 0.07% No change 807 $294K
Mayflower Financial Advisors, LLC 0.05% Reduce -5.7% 807 $294K
Steele Capital Management, Inc. 0.02% No change 807 $294K
Tiller Private Wealth, Inc. 0.13% No change 806 $294K
Grandfield & Dodd, LLC 0.02% No change 804 $293K
UNIVEST FINANCIAL Corp 0.08% No change 803 $293K
Vertex Planning Partners, LLC 0.08% Reduce -57.2% 800 $292K
Eastover Investment Advisors LLC 0.14% No change 782 $290K
Carson Advisory Inc. 0.20% Reduce -0.9% 795 $290K
Litman Gregory Wealth Management LLC 0.03% No change 791 $288K
Baugh & Associates, LLC 0.15% Reduce -8.1% 790 $288K
Prepared Retirement Institute LLC 0.19% Add +4.4% 790 $288K
Austin Asset Management Co Inc 0.06% Reduce -10.3% 788 $287K
Baker Tilly Wealth Management, LLC 0.12% Reduce -70.2% 784 $286K
Auxano Advisors, LLC 0.08% Reduce -3.7% 783 $285K
Fragasso Financial Advisors Inc 0.02% Reduce -0.6% 782 $285K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% Reduce -2.0% 815 $284K
Marietta Investment Partners LLC 0.06% Reduce -1.0% 780 $284K
L.M. Kohn & Company 0.08% Reduce -1.5% 779 $284K
Cornerstone Management, Inc. 0.06% Reduce -1.5% 778 $284K
Kelman-Lazarov, Inc. 0.05% Reduce -1.7% 772 $281K
Boston Research & Management Inc. 0.07% No change 772 $281K
MGB Wealth Management, LLC 0.11% No change 750 $281K
Emergent Wealth Advisors, LLC 0.22% Add +0.1% 767 $280K
Roundview Capital LLC 0.02% Reduce -14.0% 766 $279K
Washington Trust Bank 0.03% Reduce -27.6% 765 $279K
DRW Securities, LLC 0.02% Add +7.0% 765 $279K
Matisse Capital 0.14% Add +1.6% 764 $278K
Tyler-Stone Wealth Management 0.11% No change 760 $277K
Redwood Financial Network Corp 0.23% Reduce -2.2% 759 $277K
Secure Asset Management, LLC 0.05% New 756 $276K
Main Street Research LLC 0.02% Add +8.5% 754 $275K
Hobbs Group Advisors, LLC 0.10% — 753 $274K
Brave Asset Management Inc. 0.07% No change 752 $274K
Legacy Bridge, LLC 0.16% No change 750 $273K
Creative Capital Management Investments LLC 0.13% No change 750 $273K
Williams Jones Wealth Management, LLC. 0.00% New 747 $272K
Norden Group LLC 0.06% No change 746 $272K
Federation des caisses Desjardins du Quebec 0.00% Add +29.6% 744 $271K
Cornerstone National Bank & Trust Co 0.13% Reduce -17.0% 741 $270K
First National Bank & Trust Co. of Newtown 0.05% No change 741 $270K
Sterling Wealth Management, Inc. 0.13% Add +0.1% 740 $270K
Certus Wealth Management, LLC 0.20% No change 739 $269K
Novare Capital Management LLC 0.02% No change 738 $269K
Aurora Private Wealth, Inc. 0.24% Add +0.1% 738 $269K
Boston Common Asset Management, LLC 0.01% No change 738 $269K
Prosperity Financial Group, Inc. 0.17% New 727 $265K
J. Safra Sarasin Holding AG 0.00% — 727 $265K
Horizons Wealth Management 0.21% No change 732 $265K
Avondale Wealth Management 0.18% No change 725 $264K
Allied Investment Advisors, LLC 0.06% No change 724 $264K
Fortitude Family Office, LLC 0.15% New 723 $264K
MainStreet Investment Advisors LLC 0.03% No change 723 $264K
Basepoint Wealth LLC 0.21% Add +0.1% 722 $263K
Fulton Breakefield Broenniman LLC 0.02% Reduce -8.3% 722 $263K
Old Second National Bank of Aurora 0.07% Reduce -2.7% 721 $263K
LaFleur & Godfrey LLC 0.04% No change 720 $262K
TD Capital Management LLC 0.03% No change 717 $262K
Safeguard Investment Advisory Group, LLC 0.08% No change 716 $261K
IFS Advisors, LLC 0.22% Reduce -47.3% 714 $260K
Jamison Private Wealth Management, Inc. 0.04% No change 714 $260K
WealthTrust Axiom LLC 0.09% Add +0.1% 714 $260K
First National Bank of Omaha 0.02% New 713 $260K
Trust Co 0.03% No change 709 $258K
RVW Wealth, LLC 0.03% Reduce -48.5% 708 $258K
Guyasuta Investment Advisors Inc. 0.02% No change 851 $258K
Morton Brown Family Wealth, LLC 0.10% No change 709 $258K
Realta Investment Advisors 0.05% Reduce -27.5% 705 $257K
Foster Group, Inc. 0.01% Reduce -23.9% 702 $256K
Sequent Asset Management, LLC 0.13% Reduce -29.3% 700 $255K
Morse Asset Management, Inc 0.06% New 700 $255K
Aldebaran Financial Inc. 0.33% New 694 $253K
First County Bank 0.13% No change 693 $253K
Affinity Wealth Management LLC 0.05% Reduce -2.5% 690 $252K
Cooper/Haims Advisors, LLC 0.14% No change 687 $250K
Oak Harvest Investment Services 0.04% Reduce -0.1% 686 $250K
Aspen Investment Management Inc 0.12% Add +13.3% 680 $248K
Acorn Financial Advisory Services Inc. 0.05% No change 679 $248K
Strata Wealth Advisors, LLC 0.09% No change 678 $247K
Pacific Center for Financial Services 0.07% No change 673 $245K
Indie Asset Partners, LLC 0.20% Add +7.0% 672 $245K
Capital Management Associates, Inc 0.15% No change 669 $244K
Everpar Advisors LLC 0.12% Reduce -21.4% 669 $244K
Capital Investment Counsel, LLC 0.05% Reduce -13.7% 669 $244K
Standard Family Office LLC 0.31% No change 668 $243K
Robinswood Financial LLC 0.10% Reduce -10.2% 667 $243K
Cetera Trust Company, N.A 0.15% No change 666 $243K
Uptick Partners, LLC 0.19% No change 720 $243K
Mayfair Advisory Group, LLC 0.16% Add +5.2% 643 $242K
49 Wealth Management, LLC 0.05% New 658 $242K
Investors Research Corp 0.06% Add +3.8% 664 $242K
Northwest Financial Advisors 0.25% Add +7.5% 663 $242K
Strategy Asset Managers LLC 0.05% Reduce -30.7% 877 $241K
Bowman & Co S.C. 0.14% Add +0.1% 660 $241K
Collaborative Wealth Managment Inc. 0.12% Add +7.7% 658 $240K
Trivium Point Advisory, LLC 0.04% No change 658 $240K
Canopy Partners, LLC 0.11% No change 657 $239K
Randolph Co Inc 0.03% Reduce -5.1% 655 $239K
Optiver Holding B.V. 0.00% New 655 $239K
Callan Capital, LLC 0.02% No change 652 $238K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -23.1% 651 $237K
Security Financial Services, INC. 0.05% No change 649 $237K
MKT Advisors LLC 0.12% Reduce -8.8% 621 $235K
Southeast Asset Advisors, LLC 0.03% No change 646 $235K
HM Payson & Co. 0.00% Reduce -4.2% 645 $235K
Q3 Asset Management 0.05% New 645 $235K
Global Assets Advisory, LLC 0.37% No change 643 $234K
All Terrain Financial Advisors, LLC 0.10% No change 643 $234K
Howard Financial Services, LTD. 0.04% Add +0.2% 643 $234K
Oxbow Advisors, LLC 0.03% No change 641 $234K
Fiduciary Group, LLC 0.03% No change 641 $234K
Aspire Wealth Management Corp 0.13% Add +42.2% 640 $233K
Davidson Investment Advisors 0.01% New 633 $231K
Stephen J. Garry & Associates, LLC 0.23% No change 630 $230K
Granite Group Advisors, LLC 0.17% Reduce -1.6% 630 $230K
Meridian Investment Counsel Inc. 0.07% No change 630 $230K
Gill Capital Partners, LLC 0.09% No change 629 $229K
Solutions 4 Wealth, Ltd 0.52% New 628 $229K
Montz Harcus Wealth Management LLC 0.15% No change 626 $228K
Act Wealth Management, LLC 0.11% Reduce -16.4% 625 $228K
Melfa Wealth Management, Inc. 0.16% No change 625 $228K
Bay Rivers Group 0.12% Reduce -1.1% 624 $227K
Powell Investment Advisors, LLC 0.12% New 624 $227K
Advus Financial Partners, LLC 0.07% Reduce -0.3% 620 $226K
Moody LYNN Lieberson & Walker, LLC 0.01% No change 618 $225K
HCR Wealth Advisors 0.03% New 617 $225K
Philadelphia Trust Co. 0.02% No change 616 $225K
Traynor Capital Management, Inc. 0.02% Reduce -19.2% 617 $225K
Kelleher Financial Advisors 0.09% No change 613 $223K
Platform Technology Partners 0.08% — 613 $223K
Hilton Capital Management, LLC 0.02% No change 612 $223K
Smith Chas P & Associates Pa Cpas 0.01% No change 610 $222K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.01% New 610 $222K
TPG Advisors LLC 0.19% — 610 $222K
Exchange Capital Management, Inc. 0.04% No change 610 $222K
Holderness Investments Co. 0.05% No change 609 $222K
Valtinson Bruner Financial Planning LLC 0.09% New 607 $221K
RDA Financial Network 0.07% Reduce -18.6% 604 $220K
1776 Wealth LLC 0.10% No change 603 $220K
Werba Rubin Papier Wealth Management 0.06% Reduce -27.1% 602 $219K
Garrett Wealth Advisory Group, LLC 0.08% New 602 $219K
Vestor Capital, LLC 0.02% No change 601 $219K
Tompkins Financial Corp. 0.02% New 600 $219K
Eagle Ridge Investment Management 0.02% No change 600 $219K
Register Financial Advisors LLC 0.11% Add +1.0% 599 $218K
Benin Management CORP 0.07% Reduce -14.4% 596 $217K
LVW Advisors, LLC 0.03% New 592 $216K
Fort Pitt Capital Group, LLC 0.01% New 590 $215K
American National Bank & Trust 0.03% Reduce -3.4% 589 $215K
Kellett Wealth Advisors, LLC 0.17% Reduce -14.2% 584 $213K
New England Professional Planning Group Inc. 0.11% New 584 $213K
CVA Family Office, LLC 0.04% No change 584 $213K
Future Financial Wealth Managment LLC 0.19% Reduce -15.5% 583 $213K
180 Wealth Advisors, LLC 0.03% New 560 $210K
Burt Wealth Advisors 0.06% New 575 $210K
Boston Trust Walden Corp 0.00% New 575 $210K
Bank of Marin 0.18% New 573 $209K
Vickerman Investment Advisors, Inc. 0.07% New 572 $209K
TFG Advisers LLC 0.08% New 571 $208K
HTLF Bank 0.02% New 569 $207K
Afg Fiduciary Services Limited Partnership 0.14% New 563 $207K
Burns Matteson Capital Management, LLC 0.13% New 566 $206K
Childress Capital Advisors, LLC 0.06% New 566 $206K
Lazari Capital Management, Inc. 0.09% New 564 $206K
Advisory Services & Investments, LLC 0.14% New 564 $206K
Astoria Portfolio Advisors LLC. 0.07% New 561 $204K
Cascade Investment Group, Inc. 0.16% New 560 $204K
Sugar Maple Asset Management, LLC 0.20% New 559 $204K
West Branch Capital LLC 0.08% No change 557 $203K
Beck Bode, LLC 0.04% New 554 $202K
Focused Wealth Management, Inc 0.03% New 551 $201K
WBH Advisory Inc. 0.02% New 550 $201K
Arbor Wealth Advisors LLC 0.20% New 550 $200K
Annapolis Financial Services, LLC 0.06% No change 550 $200K
Jackson Thornton Wealth Management, LLC 0.03% New 550 $200K
AQR Capital Management 0.00% New 550 $200K
Wells Trecaso Financial Group, LLC 0.07% Reduce -24.2% 549 $200K
FinTrust Capital Advisors, LLC 0.04% Reduce -15.1% 546 $199K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 535 $195K
Baldwin Wealth Partners LLC 0.02% No change 530 $193K
Mb, Levis & Associates, LLC 0.10% No change 524 $191K
Core Alternative Capital 0.04% No change 519 $189K
Fairscale Capital, LLC 0.17% — 501 $189K
Olistico Wealth, LLC 0.12% New 516 $188K
Cassady Schiller Wealth Management, LLC 0.08% Reduce -7.4% 513 $187K
Arcadia Investment Management Corp. 0.03% Add +58.0% 504 $184K
Coombe, Bender & Co LLC 0.11% New 498 $182K
Global Wealth Strategies & Associates 0.06% No change 494 $180K
Davis Capital Management 0.15% Add +529.9% 485 $178K
Front Row Advisors LLC 0.06% Reduce -3.0% 488 $178K
First PREMIER Bank 0.05% No change 483 $176K
Clear Point Advisors Inc. 0.14% Reduce -22.4% 468 $171K
WealthCollab, LLC 0.12% No change 462 $168K
Bear Mountain Capital, Inc. 0.07% Reduce -7.1% 442 $167K
Financial Gravity Asset Management, Inc. 0.04% Reduce -17.1% 451 $164K
Capital Investment Counsel, Inc 0.02% No change 450 $164K
Horrell Capital Management, Inc. 0.05% No change 450 $164K
PFG Private Wealth Management, LLC 0.10% No change 440 $160K
Kiely Wealth Advisory Group, Inc. 0.09% No change 466 $159K
Arjuna Capital 0.04% No change 431 $157K
Legend Financial Advisors, Inc. 0.11% Reduce -5.5% 427 $156K
Opal Wealth Advisors, LLC 0.05% Reduce -31.2% 426 $155K
Westend Capital Management, LLC 0.05% No change 420 $155K
Missouri Trust & Investment Co 0.05% Reduce -42.9% 400 $146K
Caitlin John, LLC 0.11% Reduce -1.0% 398 $145K
Private Wealth Management Group, LLC 0.06% New 395 $144K
Red Lighthouse Investment Management, LLC 0.06% No change 387 $141K
JDM Financial Group LLC 0.09% Add +0.3% 377 $137K
First Personal Financial Services 0.03% Reduce -31.9% 365 $133K
SJS Investment Consulting Inc. 0.03% No change 365 $133K
Viewpoint Capital Management LLC 0.08% New 362 $132K
Perkins Coie Trust Co 0.03% Reduce -7.9% 360 $131K
SRH Advisors, LLC 0.04% No change 356 $130K
SIMA Wealth Partners, LLC 0.12% — 354 $129K
Morling Financial Advisors, LLC 0.06% No change 354 $129K
Mitchell Sinkler & Starr 0.03% Add +84.2% 350 $127K
TruNorth Capital Management, LLC 0.04% Reduce -45.9% 349 $127K
Strategic Financial Concepts, LLC 0.07% Add +28897.3% 457,288 $122K
Pineridge Advisors LLC 0.04% No change 325 $118K
CarsonAllaria Wealth Management, Ltd. 0.07% No change 323 $118K
Evergreen Private Wealth LLC 0.06% No change 313 $114K
Insight Inv LLC 0.10% No change 311 $114K
Caldwell Sutter Capital, Inc. 0.06% No change 310 $113K
Duncker Streett & Co. Inc. 0.02% No change 310 $113K
Templeton & Phillips Capital Management, LLC 0.10% No change 300 $109K
Trifecta Capital Advisors, LLC 0.02% Reduce -21.9% 300 $109K
Howe & Rusling Inc. 0.01% Reduce -25.9% 292 $106K
Jackson, Grant Investment Advisers, Inc. 0.04% No change 286 $104K
Rosenberg Matthew Hamilton 0.03% Reduce -2.1% 283 $104K
Smartleaf Asset Management LLC 0.02% Add +0.3% 283 $104K
Hills Bank & Trust Co 0.01% Reduce -26.0% 285 $104K
Granite Investment Partners, LLC 0.00% No change 282 $103K
SYM FINANCIAL Corp 0.02% Add +18.6% 281 $103K
Laffer Tengler Investments, Inc. 0.03% No change 277 $101K
Tidemark, LLC 0.05% Reduce -18.2% 270 $98K
Belmont Capital, LLC 0.02% No change 266 $97K
Clear Investment Research, LLC 0.12% No change 257 $94K
Cherry Tree Wealth Management, LLC 0.02% No change 255 $93K
Field & Main Bank 0.03% No change 255 $93K
Central Bank & Trust Co. 0.01% No change 248 $90K
Albion Financial Group 0.01% No change 239 $87K
ARK Investment Management 0.00% Add +91.0% 233 $85K
Hanson & Doremus Investment Management 0.01% No change 227 $83K
Luken Investment Analytics, LLC 0.04% Reduce -15.7% 225 $82K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 242 $82K
Continuum Advisory, LLC 0.01% Add +0.9% 223 $81K
United Community Bank 0.03% No change 221 $81K
Alcosta Capital Management, Inc. 0.05% No change 213 $78K
Custom Portfolio Group LLC 0.06% No change 208 $76K
Cypress Capital, LLC 0.02% New 206 $75K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 204 $74K
RE Dickinson Investment Advisors, LLC 0.04% No change 202 $74K
Atlantic Private Wealth, LLC 0.06% No change 202 $74K
WR Wealth Planners, LLC 0.02% No change 201 $73K
Mill Capital Management, LLC 0.01% No change 200 $73K
Wolff Wiese Magana LLC 0.06% New 195 $71K
BBJS Financial Advisors, LLC 0.03% No change 194 $71K
Mendota Financial Group, LLC 0.04% No change 189 $69K
Financial Freedom, LLC 0.04% No change 183 $67K
Avion Wealth 0.02% No change 183 $66K
Redwood Wealth Management Group, LLC 0.05% New 181 $66K
Fairman Group, LLC 0.07% Add +4.7% 177 $64K
Lynx Investment Advisory 0.05% — 171 $63K
CNB Bank 0.03% Reduce -55.7% 159 $58K
Tanaka Capital Management Inc. 0.13% No change 149 $54K
Westside Investment Management, Inc. 0.01% New 145 $53K
Delta Asset Management LLC 0.00% No change 140 $51K
Richardson Financial Services Inc. 0.03% No change 132 $48K
Sound Income Strategies, LLC 0.00% Reduce -55.1% 131 $48K
Breakwater Investment Management 0.02% No change 130 $47K
Kimelman & Baird, LLC 0.00% — 130 $47K
Peoples Financial Services Corp. 0.02% New 130 $47K
Mascoma Wealth Management LLC 0.01% Add +104.8% 129 $47K
Strengthening Families & Communities, LLC 0.01% New 119 $44K
Clearstead Trust, LLC 0.01% No change 119 $43K
POM Investment Strategies, LLC 0.03% No change 114 $42K
Camelot Portfolios, LLC 0.02% New 114 $42K
HHM Wealth Advisors, LLC 0.01% Add +46.8% 113 $41K
Frazier Financial Advisors, LLC 0.03% Reduce -5.1% 112 $41K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 109 $40K
Main Street Group, LTD 0.02% Reduce -17.4% 100 $37K
Cranbrook Wealth Management, LLC 0.01% No change 100 $36K
Citizens National Bank Trust Department 0.01% No change 100 $36K
TCTC Holdings, LLC 0.00% No change 100 $36K
Nemes Rush Group LLC 0.00% Add +188.2% 98 $36K
Creekmur Asset Management LLC 0.01% Add +29.5% 79 $29K
Morris Financial Concepts, Inc. 0.01% Reduce -3.7% 78 $28K
Ogorek Anthony Joseph /NY/ 0.01% No change 77 $28K
Twin Lakes Capital Management, LLC 0.02% No change 71 $26K
Gables Capital Management Inc. 0.01% No change 69 $25K
Janiczek Wealth Management, LLC 0.01% No change 66 $24K
Emfo, LLC 0.02% No change 63 $23K
Banque Cantonale Vaudoise 0.00% No change 60 $22K
Tower View Wealth Management LLC 0.01% No change 59 $21K
Painted Porch Advisors LLC 0.01% New 57 $21K
HighMark Wealth Management LLC 0.01% No change 56 $20K
Raffa Wealth Management, LLC 0.01% No change 55 $20K
AllSquare Wealth Management LLC 0.01% No change 54 $20K
Armor Investment Advisors, LLC 0.01% No change 50 $18K
Gradient Investments LLC 0.00% New 46 $17K
Founders Capital Management 0.01% No change 36 $13K
Mark Sheptoff Financial Planning, LLC 0.01% No change 36 $13K
Resources Management Corp. /CT/ 0.00% No change 37 $13K
Global Financial Private Client, LLC 0.01% No change 35 $13K
Red Tortoise LLC 0.01% No change 33 $12K
Pathway Financial Advisers, LLC 0.00% Add +6.1% 35 $12K
Rogco, LP 0.00% No change 33 $12K
Security National Bank 0.00% New 31 $11K
Iron Horse Wealth Management, LLC 0.00% No change 30 $11K
Dynamic Wealth Strategies, LLC 0.01% No change 27 $10K
Broadwater Capital Management LLC 0.01% No change 25 $9K
Great Lakes Retirement, Inc. 0.00% New 22 $8K
Ridgewood Investments LLC 0.00% New 21 $8K
First Community Trust NA 0.01% No change 20 $7K
1620 Investment Advisors, Inc. 0.01% New 18 $7K
Triad Wealth Partners, LLC 0.00% New 17 $6K
Kelly Financial Services LLC 0.00% Reduce -10.5% 17 $6K
Toth Financial Advisory Corp. 0.00% No change 17 $6K
Cape Investment Advisory, Inc. 0.00% No change 16 $6K
Winch Advisory Services, LLC 0.00% No change 15 $5K
Hexagon Capital Partners LLC 0.00% No change 14 $5K
Provident Wealth Management, LLC 0.00% New 13 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -80.3% 13 $5K
ICA Group Wealth Management, LLC 0.00% Reduce -97.2% 11 $4K
Lowe Wealth Advisors, LLC 0.00% No change 6 $2K
Concord Wealth Partners 0.00% Reduce -99.6% 3 $1K
Toronto Dominion Bank 0.00% No change 3 $1K
Tucker Asset Management LLC 0.00% Reduce -93.3% 2 $729
Bangor Savings Bank 0.00% No change 1 $365

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