iShares Russell 1000 GrowthIWFETF

13F holders, Q3 2024 (September 30)
2,076holders +45
107new positions
63sold out
9famous investors
$374.37avg. 13F price*

At the end of Q3 2024, 2,076 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 45 from Q2 2024. 107 opened new positions and 63 sold out. The largest holders were Bank of America Corp. ($11.3B), Morgan Stanley ($9.8B) and FMR LLC ($3.7B). 9 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions107$218.0M
Exits63$183.5M

All 13F filers, Q2 2024 → Q3 2024: 4,591,964 shares bought and 8,841,357 shares sold, net −4,249,393 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,076 holders

Bank of America Corp. 0.99% Reduce -0.4% 30,105,812 $11.3B
Morgan Stanley 0.71% Reduce -0.2% 26,002,673 $9.8B
FMR LLC 0.22% Reduce -1.2% 9,741,346 $3.7B
Goldman Sachs Group Inc. 0.70% Add +2.3% 9,740,005 $3.7B
JPMorgan Chase & Co. 0.20% Reduce -3.3% 6,766,823 $2.5B
UBS Group AG 0.66% Add +0.7% 6,273,706 $2.4B
Envestnet Asset Management Inc. 0.63% Add +1.5% 5,225,928 $2.0B
Northern Trust Corp. 0.29% Add +3.0% 4,698,284 $1.8B
Wells Fargo & Company 0.38% Reduce -0.7% 4,115,021 $1.5B
PNC Financial Services Group, Inc. 0.75% Reduce -0.3% 3,133,470 $1.2B
LPL Financial LLC 0.51% Add +3.5% 3,027,221 $1.1B
M&T Bank Corp 3.49% Add +1.1% 2,828,962 $1.1B
Raymond James & Associates 0.60% Add +0.5% 2,625,912 $985.7M
Baird Financial Group, Inc. 1.72% Add +5.7% 2,362,045 $886.7M
Truist Financial Corp. 1.28% Reduce -0.9% 2,161,122 $811.2M
Tiaa Trust, National Association 2.38% Reduce -1.6% 2,127,879 $798.8M
Commonwealth Equity Services, LLC 1.19% Reduce -5.5% 2,095,361 $786.6M
Signaturefd, LLC 14.75% Add +23.8% 2,060,518 $773.5M
Ameriprise Financial Inc. 0.17% Reduce -21.8% 1,775,823 $666.6M
Royal Bank of Canada 0.14% Reduce -2.9% 1,636,224 $614.2M
CHURCHILL MANAGEMENT Corp 5.78% Reduce -0.6% 1,341,509 $503.6M
Circle Wealth Management, LLC 10.73% Add +0.0% 1,288,378 $483.6M
Synovus Financial Corp. 5.59% Reduce -1.1% 1,286,657 $483.0M
Cetera Investment Advisers 1.04% Reduce -4.0% 1,270,464 $476.9M
Stifel Financial Corp. 0.49% Reduce -17.0% 1,251,789 $469.9M
Bank of New York Mellon Corp 0.09% Reduce -5.7% 1,246,733 $468.0M
American Century Companies Inc. 0.25% Reduce -25.7% 1,137,290 $426.9M
HighTower Advisors, LLC 0.61% Reduce -0.1% 1,103,109 $414.2M
GLOBALT Investments LLC / GA 15.48% Reduce -4.0% 1,101,234 $413.4M
US Bancorp \de 0.53% Reduce -4.2% 1,098,499 $412.4M
BlackRock, Inc. 0.01% — 954,417 $358.3M
Cerity Partners LLC 0.78% Add +13.2% 934,462 $350.8M
CIBC Private Wealth Group LLC 0.62% Add +10.6% 917,226 $344.3M
Nuveen Asset Management, LLC 0.09% Reduce -45.9% 841,126 $315.7M
Janney Montgomery Scott LLC 0.83% Add +2.1% 794,863 $298.4M
T. Rowe Price Associates Inc. 0.03% Add +3975.3% 774,794 $290.8M
Corient Private Wealth LP 0.46% Reduce -1.7% 773,630 $290.4M
Raymond James Financial Services Advisors, Inc. 0.37% Add +2.5% 744,074 $279.3M
Rockefeller Capital Management L.P. 0.72% Add +18.2% 710,110 $266.4M
Clearstead Advisors, LLC 3.73% Reduce -0.7% 640,983 $240.6M
Comerica Bank 0.95% Add +0.0% 640,801 $240.5M
Northwestern Mutual Wealth Management Co. 0.21% Add +0.1% 616,021 $231.2M
Citigroup Inc. 0.21% Add +1.2% 615,455 $231.0M
Osaic Holdings, Inc. 0.52% Reduce -15.3% 609,983 $229.0M
Waldron Private Wealth LLC 9.31% Reduce -5.6% 596,894 $224.1M
1ST Source Bank 12.38% Reduce -0.3% 584,046 $219.2M
Cresset Asset Management, LLC 0.82% Reduce -0.1% 562,100 $211.0M
Mariner, LLC 0.37% Reduce -0.2% 559,161 $209.9M
Wellington Management Group LLP 0.04% Add +5975.8% 540,989 $203.1M
Two Sigma Investments, LP 0.47% Reduce -2.6% 532,400 $199.9M
MML Investors Services, LLC 0.70% Add +2.1% 515,085 $193.4M
Johnson Financial Group, Inc. 8.68% Reduce -9.5% 505,972 $189.9M
Choreo, LLC 2.72% Add +1.4% 501,175 $185.6M
Regions Financial Corp. 1.32% Reduce -1.5% 490,089 $184.0M
Captrust Financial Advisors 0.49% Add +0.8% 440,843 $165.5M
Commerce Bank 1.01% Reduce -4.2% 440,482 $165.3M
Creative Planning 0.16% Add +0.2% 437,035 $164.1M
Mercer Global Advisors Inc. 0.38% Reduce -13.1% 433,906 $161.0M
Fifth Third Bancorp 0.58% Reduce -2.0% 428,468 $160.8M
Staley Capital Advisers Inc. 7.15% Add +0.6% 426,170 $160.0M
Prudential Financial Inc. 0.22% Reduce -49.3% 413,688 $155.3M
Wealth Enhancement Advisory Services, LLC 0.32% Add +3.1% 397,062 $149.0M
Cullen/Frost Bankers, Inc. 2.03% Reduce -5.4% 396,718 $148.9M
MAI Capital Management 1.41% Reduce -3.5% 392,959 $147.5M
Stairway Partners, LLC 9.30% Add +12.2% 386,706 $145.2M
D.A. Davidson & Co. 1.15% Add +1.7% 370,274 $139.0M
Oakworth Capital, Inc. 9.20% Reduce -5.0% 353,630 $132.7M
Bank of Montreal 0.06% Add +1.9% 343,052 $128.2M
Thrivent Financial for Lutherans 0.24% Add +25.7% 336,854 $126.4M
Silvercrest Asset Management Group LLC 0.79% Reduce -9.9% 309,590 $116.2M
Orion Porfolio Solutions, LLC 1.09% Reduce -1.0% 291,645 $109.5M
Orion Portfolio Solutions, LLC 1.09% Reduce -1.0% 291,645 $109.5M
Private Advisor Group, LLC 0.67% Reduce -2.7% 285,823 $107.3M
Modera Wealth Management, LLC 1.33% Reduce -1.3% 278,159 $104.4M
Focus Partners Wealth 0.33% Reduce -79.6% 276,363 $103.7M
Ieq Capital, LLC 1.27% Add +1.8% 275,712 $103.5M
Stephens Inc. 1.42% Reduce -0.2% 267,157 $100.3M
Jones Financial Companies LLLP 0.10% Add +17.6% 263,827 $98.6M
Pathstone Holdings, LLC 0.44% Add +1.5% 261,958 $98.3M
Moneta Group Investment Advisors LLC 1.41% Reduce -3.6% 259,415 $97.4M
Simon Quick Advisors, LLC 6.14% Reduce -0.3% 258,733 $97.1M
Confluence Wealth Services, Inc. 6.99% Add +5.9% 254,578 $95.6M
Equitable Holdings, Inc. 0.86% Reduce -21.7% 237,384 $89.1M
Keybank National Association 0.34% Reduce -1.7% 234,230 $87.9M
Bridges Investment Management Inc. 1.21% Reduce -6.9% 230,413 $86.5M
Bank of Nova Scotia 0.17% No change 229,000 $86.0M
Avantax Advisory Services, Inc. 0.55% Add +7.2% 223,419 $83.9M
TruWealth Advisors, LLC 5.07% Add +2.3% 220,249 $82.7M
EP Wealth Advisors, LLC 0.71% Add +27.4% 218,669 $82.1M
Two Sigma Advisers, LP 0.19% Reduce -35.6% 218,000 $81.8M
Natixis Advisors, LLC 0.15% Reduce -17.0% 211,783 $79.5M
Brown Advisory Inc. 0.10% Add +13.4% 210,883 $79.2M
HSBC Holdings PLC 0.05% Reduce -2.6% 210,700 $79.1M
Steward Partners Investment Advisory, LLC 0.73% Add +0.3% 210,521 $79.0M
Beacon Pointe Advisors, LLC 0.91% Reduce -1.5% 210,104 $78.9M
MV Capital Management, Inc. 8.25% Reduce -3.3% 207,116 $77.7M
Cedar Mountain Advisors, LLC 17.38% Reduce -9.5% 205,416 $77.1M
First Business Financial Services, Inc. 7.63% Reduce -3.6% 203,112 $76.2M
NewEdge Advisors, LLC 0.49% Reduce -9.1% 202,236 $75.9M
Blair William & Co. 0.22% Reduce -0.5% 201,541 $75.7M
Allspring Global Investments Holdings, LLC 0.12% Reduce -4.3% 199,307 $74.8M
Mesirow Financial Investment Management, Inc. 1.45% Add +1.6% 199,184 $74.8M
Baker Avenue Asset Management, LP 2.31% Reduce -0.2% 193,979 $72.8M
Graypoint LLC 4.61% Add +1.3% 191,261 $71.8M
Alliancebernstein L.P. 0.02% Reduce -85.3% 190,602 $71.5M
Pinnacle Financial Partners Inc 1.35% Add +0.7% 178,856 $67.1M
J.Safra Asset Management Corp 6.07% Reduce -9.4% 170,973 $63.9M
Kestra Advisory Services, LLC 0.35% Reduce -5.5% 169,843 $63.8M
Stephens Group Asset Management, LLC 5.26% Reduce -8.4% 167,800 $63.0M
Ascent Wealth Partners, LLC 8.74% Reduce -0.6% 167,077 $62.7M
NorthCoast Asset Management LLC 0.44% Reduce -0.1% 645,086 $62.3M
Polen Capital Management LLC 0.16% Reduce -45.5% 162,206 $60.9M
FSA Wealth Management LLC 23.28% — 155,251 $58.3M
Waverly Advisors, LLC 1.06% Reduce -11.3% 153,606 $57.7M
Covenant Partners, LLC 16.72% Add +2.9% 153,019 $57.4M
Lido Advisors, LLC 0.43% Reduce -0.0% 151,266 $56.8M
Capital Advisors, Ltd. LLC 7.03% Reduce -0.3% 151,054 $56.7M
Principal Financial Group Inc. 0.03% Reduce -12.2% 146,858 $55.1M
Lwmg, LLC 10.40% Add +3.4% 145,765 $54.7M
Summit Trail Advisors, LLC 1.32% Add +4.3% 142,216 $53.4M
AMG National Trust Bank 1.42% Reduce -1.1% 139,951 $52.5M
Cambridge Investment Research Advisors, Inc. 0.18% Add +2.4% 138,410 $52.0M
TD Private Client Wealth LLC 1.47% Add +2.3% 135,929 $51.0M
One Capital Management, LLC 1.62% Reduce -0.7% 135,659 $50.9M
Sanctuary Advisors, LLC 0.32% Add +29.4% 127,249 $50.2M
Cynosure Group, LLC 7.25% Reduce -0.7% 132,549 $49.8M
Avidian Wealth Enterprises, LLC 2.25% Reduce -2.0% 132,127 $49.6M
Allworth Financial LP 0.30% Reduce -1.5% 132,055 $49.6M
Nadler Financial Group, Inc. 5.45% Reduce -1.6% 131,738 $49.5M
Kensington Asset Management, LLC 2.69% New 130,900 $49.0M
Paulson Wealth Management Inc. 13.08% Add +5.5% 130,277 $48.9M
Flaharty Asset Management, LLC 6.88% Reduce -1.5% 130,266 $48.9M
Rwa Wealth Partners, LLC 0.61% Reduce -24.4% 130,185 $48.9M
Rodgers & Associates, LTD 5.76% Reduce -4.4% 128,691 $48.3M
Berkshire Money Management, Inc. 5.47% Reduce -1.2% 127,351 $47.8M
Marquette Asset Management, LLC 7.39% Reduce -0.7% 124,108 $46.6M
Robertson Stephens Wealth Management, LLC 1.71% Reduce -0.1% 123,759 $46.5M
RTD Financial Advisors, Inc. 5.82% Reduce -7.9% 122,413 $46.0M
NorthRock Partners, LLC 1.51% Reduce -2.2% 122,318 $45.9M
Hantz Financial Services, Inc. 0.81% Add +0.4% 121,134 $45.5M
Wealthspire Advisors, LLC 0.46% Add +5.7% 119,266 $44.8M
Integrated Investment Consultants, LLC 9.74% Add +46.0% 119,136 $44.7M
Deutsche Bank AG 0.02% Reduce -6.1% 118,263 $44.4M
First Horizon Advisors, Inc. 1.23% Reduce -1.0% 118,140 $44.3M
Relyea Zuckerberg Hanson LLC 6.68% Add +1.1% 116,937 $43.9M
Financial Counselors Inc. 0.65% Reduce -2.0% 116,665 $43.8M
NewEdge Wealth, LLC 0.78% Reduce -2.8% 115,541 $43.4M
Baron Silver Stevens Financial Advisors, LLC 7.52% Reduce -0.1% 114,767 $43.1M
Savant Capital, LLC 0.36% Add +8.8% 114,063 $42.8M
Alera Investment Advisors, LLC 4.87% Reduce -12.4% 110,420 $41.4M
RMR Wealth Builders 4.34% Reduce -2.0% 109,004 $40.9M
Hirtle & Co., LLC 1.91% Reduce -3.3% 107,692 $40.4M
Capstone Financial Advisors, Inc. 2.49% Add +0.0% 107,692 $40.4M
Mission Wealth Management, LP 1.00% Reduce -1.6% 107,224 $40.2M
E&G Advisors, LLC 11.00% Reduce -0.4% 105,965 $39.7M
LBJ Family Wealth Advisors, Ltd. 23.53% Reduce -1.2% 105,640 $39.7M
Badgley Phelps Wealth Managers, LLC 0.90% Add +0.5% 103,624 $38.9M
Sheridan Capital Management, LLC 26.93% Reduce -0.0% 101,544 $38.1M
Bokf, NA 0.66% Reduce -1.0% 101,041 $37.5M
Johnson Investment Counsel Inc. 0.37% Reduce -2.7% 98,912 $37.1M
Caisse de depot et placement du Quebec 0.07% Reduce -21.6% 98,000 $36.8M
Oppenheimer & Co. Inc. 0.56% Add +2.1% 97,283 $36.5M
Accredited Investors Inc. 2.07% Reduce -0.9% 96,586 $36.3M
Lindbrook Capital, LLC 3.19% Reduce -2.7% 95,874 $36.0M
Jmac Enterprises LLC 5.72% Add +2.5% 95,397 $35.8M
Portfolio Strategies, Inc. 4.78% Reduce -1.8% 94,230 $35.4M
Kestra Private Wealth Services, LLC 0.64% Reduce -12.6% 93,033 $34.9M
Brighton Jones LLC 1.26% Add +0.9% 89,173 $33.5M
Parkside Financial Bank & Trust 4.64% Reduce -0.2% 88,549 $33.2M
JFS Wealth Advisors, LLC 2.21% Add +1.2% 88,023 $33.0M
Capital Advisors Wealth Management, LLC 6.08% Reduce -2.1% 87,923 $33.0M
BTC Capital Management, Inc. 2.93% Reduce -3.1% 87,867 $33.0M
CX Institutional 1.46% Reduce -0.3% 87,713 $32.9M
Saiph Capital, LLC 15.48% Reduce -13.2% 87,641 $32.9M
Simmons Bank 2.37% Reduce -3.4% 87,316 $32.8M
BTG Pactual Asset Management US LLC 4.74% Add +22.6% 102,909 $32.7M
Old National Bancorp 0.75% Reduce -0.5% 86,211 $32.4M
Fulton Bank, N.A. 1.23% Add +0.9% 86,172 $32.3M
Tsfg, LLC 7.01% Reduce -0.4% 85,556 $32.1M
United Capital Financial Advisors, LLC 0.26% Reduce -2.0% 85,450 $32.1M
Woodard & Co. Asset Management Group Inc. 6.99% Reduce -6.5% 82,845 $31.1M
Wellspring Financial Advisors, LLC 3.69% Add +23.3% 82,455 $31.0M
XML Financial, LLC 2.83% Add +0.8% 81,094 $30.4M
Black Swift Group, LLC 6.59% Reduce -2.3% 79,502 $29.8M
Ullmann Wealth Partners Group, LLC 3.77% Add +1.0% 77,726 $29.2M
Montecito Bank & Trust 4.95% Reduce -1.8% 77,409 $29.1M
Highland Capital Management, LLC 1.64% Add +0.1% 76,681 $28.8M
Country Club Bank 1.84% Reduce -2.8% 73,800 $27.6M
Whitegate Investment Counselors, Inc. 7.31% Reduce -2.4% 73,421 $27.6M
Ellenbecker Investment Group 5.21% Add +2.8% 73,362 $27.5M
Legacy Edge Advisors, LLC 4.36% Add +4.4% 72,728 $27.3M
Sanchez Wealth Management Group 8.26% Reduce -0.4% 72,176 $27.1M
Cwm, LLC 0.12% Reduce -2.5% 71,640 $26.9M
Barclays PLC 0.01% Reduce -58.7% 70,590 $26.5M
Envestnet Portfolio Solutions, Inc. 0.09% Reduce -6.3% 70,189 $26.3M
Jasper Ridge Partners, L.P. 0.75% No change 69,729 $26.2M
Avantax Planning Partners, Inc. 0.94% Reduce -21.6% 69,452 $26.1M
MetLife Investment Management, LLC 0.15% Add +8.1% 69,300 $26.0M
Corundum Group, Inc. 11.81% Reduce -4.4% 68,965 $25.9M
Edge Capital Group, LLC 1.15% Reduce -1.5% 68,951 $25.9M
Nwam LLC 1.56% New 68,197 $25.6M
Ameritas Advisory Services, LLC 1.09% Add +17.8% 67,421 $25.3M
Capital Planning Advisors, LLC 3.81% Reduce -1.1% 67,158 $25.2M
Atria Wealth Solutions, Inc. 0.27% Add +5.2% 67,072 $25.2M
Jennison Associates LLC 0.02% Add +112.6% 66,626 $25.0M
Allianz Asset Management GmbH 0.04% Reduce -33.5% 66,550 $25.0M
Raymond James Trust N.A. 0.54% Add +0.3% 65,653 $24.6M
Carolinas Wealth Consulting LLC 4.37% Reduce -1.1% 64,208 $24.1M
Sowell Financial Services LLC 1.12% Reduce -2.9% 64,093 $24.1M
Bluesphere Advisors LLC 11.85% Reduce -36.2% 63,858 $24.0M
Condor Capital Management 2.15% Add +2.4% 63,584 $23.9M
Global Retirement Partners, LLC 0.72% Reduce -11.9% 63,523 $23.8M
HB Wealth Management, LLC 0.25% Add +6.8% 62,662 $23.5M
Smith, Moore & Co. 2.23% Add +5.8% 62,248 $23.4M
Strategic Point Investment Advisors, LLC 3.85% Add +0.2% 62,212 $23.4M
Proathlete Wealth Management LLC 9.60% Add +6.3% 62,054 $23.3M
First Citizens Bank & Trust Co. 0.51% Reduce -3.5% 61,867 $23.2M
SG Americas Securities, LLC 0.09% New 60,981 $22.9M
SlateStone Wealth, LLC 2.06% Reduce -1.2% 60,976 $22.9M
First Foundation Advisors 0.85% Add +2.9% 60,119 $22.6M
CW Advisors, LLC 0.30% Reduce -59.8% 59,968 $22.5M
DT Investment Partners, LLC 1.80% No change 59,112 $22.2M
Haverford Trust Co 0.21% Reduce -4.2% 58,616 $22.0M
Wilmington Savings Fund Society, FSB 0.39% Add +91.0% 58,042 $21.8M
Fifth Third Securities, Inc. 2.04% Reduce -6.2% 57,316 $21.5M
Ashton Thomas Private Wealth, LLC 1.15% Reduce -3.3% 57,201 $21.5M
Ballentine Partners, LLC 0.37% Add +0.4% 57,145 $21.5M
Aptus Capital Advisors, LLC 0.32% Add +587.1% 56,640 $21.3M
Freestone Capital Holdings, LLC 0.73% Reduce -1.0% 56,391 $21.2M
Blodgett Wealth Advisors, LLC 17.71% Add +0.5% 56,124 $21.1M
Evercore Wealth Management, LLC 0.31% Reduce -4.3% 55,527 $20.8M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +16.8% 55,376 $20.8M
Callan Family Office, LLC 3.49% Add +7.0% 55,384 $20.8M
Boulder Wealth Advisors, LLC 11.26% Reduce -31.0% 55,175 $20.7M
STAR Financial Bank 13.94% Add +9.0% 55,107 $20.7M
Summit Wealth Partners, LLC 3.95% Reduce -1.6% 54,664 $20.5M
GHP Investment Advisors, Inc. 0.94% Reduce -0.3% 54,476 $20.4M
Fermata Advisors, LLC 4.15% Add +6.6% 54,462 $20.4M
McKinley Carter Wealth Services, Inc. 1.24% Reduce -1.2% 54,461 $20.4M
Visionary Wealth Advisors 1.24% Reduce -2.3% 54,240 $20.4M
Mather Group, Llc. 0.26% Reduce -6.5% 53,914 $20.2M
Claro Advisors Inc. 2.62% Add +15.7% 53,836 $20.2M
VAUGHAN & Co SECURITIES, INC. 11.80% Reduce -0.9% 53,381 $20.0M
Fidelis Capital Partners, LLC 2.36% Add +0.1% 52,372 $19.8M
Roble, Belko & Company, Inc 3.09% Reduce -0.1% 52,207 $19.6M
Gainplan LLC 9.24% Add +0.1% 53,622 $19.5M
Montag A & Associates Inc. 0.92% Reduce -0.4% 51,873 $19.5M
Spire Wealth Management 0.65% Reduce -0.0% 51,646 $19.4M
Winthrop Advisory Group LLC 2.33% Reduce -0.3% 50,165 $18.8M
Dorsey & Whitney Trust CO LLC 0.99% Add +2.0% 49,620 $18.6M
IHT Wealth Management, LLC 0.53% Add +57.0% 49,696 $18.6M
Rhumbline Advisers 0.02% Add +32.4% 49,339 $18.5M
Advisor OS, LLC 1.84% Add +17.8% 49,184 $18.5M
Susquehanna International Group, LLP 0.03% Reduce -12.5% 49,155 $18.5M
Bradley Foster & Sargent Inc. 0.31% Add +0.3% 49,098 $18.4M
Retirement Income Solutions, Inc. 4.18% Reduce -0.0% 48,789 $18.3M
Tradition Wealth Management, LLC 1.63% Reduce -1.0% 48,728 $18.3M
BNP Paribas Financial Markets 0.02% Reduce -74.2% 48,135 $18.1M
Etfidea, LLC 5.63% Add +1.6% 47,401 $17.8M
Curtis Advisory Group, LLC 4.99% Add +0.0% 46,862 $17.6M
Westshore Wealth, LLC 7.21% Add +0.2% 46,837 $17.6M
Sunburst Financial Group, LLC 4.45% Reduce -9.1% 46,801 $17.6M
Platte River Wealth Advisors, LLC 4.64% Reduce -1.7% 46,057 $17.3M
Consolidated Portfolio Review Corp 3.84% Add +0.7% 45,855 $17.2M
Great Valley Advisor Group, Inc. 0.42% Add +4.9% 45,595 $17.1M
Occidental Asset Management, LLC 2.75% Reduce -0.1% 45,410 $17.0M
Neuberger Berman Group LLC 0.01% Reduce -8.6% 45,349 $17.0M
Park Avenue Securities LLC 0.19% Reduce -7.2% 45,215 $17.0M
MJP Associates Inc. 3.21% Add +16.4% 45,112 $16.9M
Citadel Advisors 0.02% Add +31.8% 44,999 $16.9M
UMB Bank, n.a. 0.26% Reduce -9.4% 44,647 $16.8M
O'Brien Wealth Partners LLC 3.28% Reduce -1.5% 44,610 $16.7M
Cooksen Wealth, LLC 15.56% Add +4.2% 44,340 $16.6M
Crescent Grove Advisors, LLC 1.67% Add +5.3% 43,650 $16.4M
Sonata Capital Group Inc. 6.90% Add +0.3% 43,484 $16.3M
FDx Advisors, Inc. 4.42% Reduce -4.7% 43,238 $16.2M
Stillwater Capital Advisors, LLC 2.06% Reduce -0.2% 42,515 $16.0M
Keel Point, LLC 1.33% Reduce -11.3% 42,425 $15.9M
Wetzel Investment Advisors, Inc. 8.01% Add +99.5% 42,250 $15.9M
Schneider Downs Wealth Management Advisors, LP 3.24% Reduce -2.6% 42,159 $15.8M
Fifth Third Wealth Advisors LLC 0.96% Add +13.1% 41,816 $15.7M
Nvest Financial, LLC 8.93% Reduce -1.6% 41,684 $15.6M
Loomis Sayles & Co. L P 0.02% Reduce -2.0% 41,553 $15.6M
Sei Investments Co. 0.02% Add +13.2% 41,241 $15.5M
Nottingham Advisors, Inc. 1.68% Add +4.6% 40,503 $15.2M
Compass Financial Group, Inc. 7.02% Reduce -0.5% 40,392 $15.2M
Newbrook Capital Advisors LP 2.01% New 39,690 $14.9M
Dakota Wealth Management 0.33% Reduce -1.1% 39,190 $14.7M
Franklin Resources Inc. 0.00% Add +16.0% 38,052 $14.6M
Amundi 0.01% Add +6.8% 38,682 $14.5M
Bessemer Group Inc. 0.02% Add +37.1% 38,137 $14.3M
Stratos Wealth Partners, LTD. 0.21% Add +5.3% 38,090 $14.3M
Whittier Trust Co. 0.19% Reduce -0.1% 37,977 $14.3M
HBK Sorce Advisory LLC 0.43% Reduce -5.5% 37,820 $14.2M
Prudential PLC 0.07% Add +20.8% 37,693 $14.1M
National Bank of Canada 0.02% Reduce -1.7% 37,312 $14.0M
JMG Financial Group, Ltd. 0.48% Add +15.9% 37,103 $13.9M
Vanguard Group Inc. 0.00% Add +0.4% 37,100 $13.9M
Choate Investment Advisors 0.35% Reduce -7.6% 36,924 $13.9M
Investment Partners, LTD. 5.74% Reduce -1.4% 36,740 $13.8M
Clear Harbor Asset Management, LLC 1.13% Reduce -0.3% 36,642 $13.8M
OneDigital Investment Advisors LLC 0.15% Add +2.5% 36,013 $13.5M
Newport Capital Group, LLC 9.93% Reduce -1.2% 35,919 $13.5M
Intrepid Financial Planning Group LLC 5.73% Reduce -1.8% 35,661 $13.4M
Cary Street Partners Investment Advisory LLC 0.49% Reduce -3.3% 35,587 $13.4M
FMA Wealth Management, LLC 9.59% Reduce -1.7% 35,228 $13.2M
Clayton Financial Group LLC 4.95% Reduce -2.6% 35,211 $13.2M
West Bancorporation Inc. 8.75% Add +1.5% 34,957 $13.1M
Summit Financial, LLC 0.51% Add +10.0% 34,888 $13.1M
BW Gestao de Investimentos Ltda. 2.16% Reduce -54.4% 34,745 $13.0M
Prime Capital Investment Advisors, LLC 0.19% Add +4.8% 34,744 $13.0M
Brand Asset Management Group, Inc. 5.10% Reduce -1.7% 34,689 $13.0M
One Wealth Advisors, LLC 1.97% Reduce -1.4% 34,239 $12.9M
Accretive Wealth Partners, LLC 5.32% Reduce -3.0% 33,861 $12.7M
Brickley Wealth Management 2.57% Reduce -1.0% 33,614 $12.6M
SMI Advisory Services, LLC 2.75% Reduce -34.2% 33,188 $12.4M
Regent Peak Wealth Advisors LLC 2.85% Add +1.3% 33,043 $12.4M
Atria Investments, Inc 0.15% Reduce -11.8% 33,006 $12.4M
Curi Capital, LLC 0.28% Reduce -6.0% 32,954 $12.4M
Valeo Financial Advisors, LLC 0.35% Add +0.7% 32,408 $12.2M
Denver Wealth Management, Inc. 5.61% Reduce -0.1% 32,270 $12.1M
Pointe Capital Management LLC 7.03% Add +2.7% 32,106 $12.1M
Schroder Investment Management Group 0.01% Reduce -9.5% 32,171 $12.0M
Breakwater Capital Group 2.42% Reduce -1.2% 31,979 $12.0M
Altus Wealth Group LLC 5.03% Reduce -10.9% 31,346 $11.8M
Citizens Financial Group Inc. 0.24% Add +1.9% 31,177 $11.7M
Narwhal Capital Management 1.05% Reduce -0.1% 31,070 $11.7M
GM Advisory Group, LLC 0.70% Add +0.8% 30,968 $11.6M
RFG Advisory, LLC 0.35% Reduce -30.3% 30,832 $11.6M
O'shaughnessy Asset Management, LLC 0.10% Add +7.0% 30,106 $11.5M
IMS Capital Management 5.11% Reduce -0.7% 30,247 $11.4M
Financial Engines Advisors L.L.C. 0.02% Reduce -6.4% 30,093 $11.3M
Sanders Morris Harris LLC 1.83% Reduce -6.6% 29,397 $11.0M
Sage Financial Group Inc. 0.90% Reduce -0.1% 29,211 $11.0M
Connecticut Wealth Management, LLC 0.53% Reduce -1.8% 29,044 $10.9M
Quantinno Capital Management LP 0.14% Add +1.8% 28,766 $10.8M
Affiance Financial, LLC 2.62% Add +4.5% 28,713 $10.8M
Flputnam Investment Management Co. 0.19% Reduce -3.1% 28,006 $10.7M
Atticus Wealth Management, LLC 3.42% Add +4.2% 28,336 $10.6M
Topel & Distasi Wealth Management, LLC 4.39% Reduce -4.7% 28,185 $10.6M
Halpern Financial, Inc. 2.71% Reduce -0.1% 28,475 $10.6M
Highland Financial Advisors, LLC 3.74% Reduce -1.1% 28,066 $10.5M
BCGM Wealth Management, LLC 3.41% Reduce -1.6% 27,975 $10.5M
Hardy Reed LLC 0.94% No change 27,849 $10.5M
Ethos Financial Group, LLC 1.74% Add +143.9% 27,841 $10.5M
Private Portfolio Partners LLC 1.95% New 27,748 $10.4M
Integrated Wealth Concepts LLC 0.13% Reduce -0.4% 27,662 $10.4M
Twin Focus Capital Partners, LLC 1.64% No change 27,648 $10.4M
Western Wealth Management, LLC 0.59% Add +28.5% 27,588 $10.4M
Oldfather Financial Services, LLC 3.98% Reduce -0.6% 27,578 $10.4M
Vantagepoint Investment Advisers LLC 1.32% Reduce -30.3% 27,415 $10.3M
American Institute for Advanced Investment Management, LLP 7.34% Reduce -1.1% 27,318 $10.3M
Pacific Sage Partners, LLC 2.44% Add +4.0% 27,303 $10.2M
FLC Capital Advisors 2.36% Reduce -2.0% 27,221 $10.2M
Meritage Portfolio Management 0.62% Reduce -1.1% 26,861 $10.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.23% Reduce -3.1% 26,826 $10.1M
Busey Bank 0.33% No change 26,825 $10.1M
Tobias Financial Advisors, Inc. 2.02% Reduce -1.7% 26,801 $10.1M
Epiq Partners, LLC 5.74% Add +13.2% 26,789 $10.1M
Sapient Capital LLC 0.20% Add +1.0% 26,730 $10.0M
Ballast, Inc. 2.81% Add +0.6% 26,406 $9.9M
Blue Trust, Inc. 0.13% Add +9.0% 27,098 $9.9M
White Lighthouse Investment Management Inc. 1.77% Reduce -4.8% 26,259 $9.9M
Mill Creek Capital Advisors, LLC 0.24% Reduce -34.3% 26,246 $9.9M
Procyon Advisors, LLC 0.67% Reduce -22.7% 26,077 $9.8M
Gilliland Jeter Wealth Management LLC 3.14% Add +3.9% 25,908 $9.7M
Arete Wealth Advisors, LLC 0.82% Add +33.1% 25,818 $9.6M
Grove Bank & Trust 1.42% Add +12.0% 25,606 $9.6M
Nikulski Financial, Inc. 2.87% Reduce -1.1% 25,555 $9.6M
Arbor Investment Advisors, LLC 1.26% Reduce 0.0% 25,352 $9.5M
Bryn Mawr Trust Advisors, LLC 0.51% Reduce -1.7% 25,205 $9.5M
Allen Investment Management, LLC 0.11% No change 25,154 $9.4M
Truepoint, Inc. 0.25% Reduce -5.2% 25,122 $9.4M
Paragon Financial Partners, Inc. 6.89% Reduce -4.9% 25,062 $9.4M
Diversified Trust Co. 0.24% Reduce -0.2% 24,911 $9.4M
US Financial Advisors, LLC 2.90% Add +1.7% 24,798 $9.3M
Central Valley Advisors, LLC 5.24% Reduce -0.2% 24,762 $9.3M
Venture Visionary Partners LLC 0.41% Reduce -1.1% 24,613 $9.2M
Pitcairn Co. 0.55% No change 24,592 $9.2M
Eukles Asset Management 3.70% Reduce -2.2% 24,567 $9.2M
Walled Lake Planning & Wealth Management, LLC 3.46% Reduce -1.3% 24,525 $9.2M
Patten Group, Inc. 2.04% Add +4.8% 24,473 $9.2M
Pettinga Financial Advisors LLC 2.17% Reduce -1.4% 24,391 $9.2M
ARK & TLK Investments, LLC 3.23% Reduce -0.2% 24,169 $9.1M
Tudor Investment Corporation 0.10% Add +432.8% 24,099 $9.0M
Conning Inc. 0.31% No change 24,087 $9.0M
B. Riley Wealth Advisors, Inc. 0.25% Add +14.0% 24,157 $9.0M
Paladin Advisory Group, LLC 6.64% Reduce -1.9% 23,974 $9.0M
Argent Trust Co 0.37% Add +9.4% 23,873 $9.0M
Oarsman Capital, Inc. 1.65% Add +7.3% 23,819 $8.9M
Unionview, LLC 6.80% Reduce -0.2% 23,268 $8.7M
Coldstream Capital Management Inc. 0.19% Reduce -3.5% 23,180 $8.7M
Cresta Advisors, Ltd. 4.55% Reduce -0.4% 23,165 $8.7M
Holistic Financial Partners 4.16% Reduce -1.3% 23,049 $8.7M
BluePointe Capital Management, LLC 5.59% Add +6.1% 22,995 $8.6M
Clark Capital Management Group, Inc. 0.06% Add +1000.7% 22,828 $8.6M
SOA Wealth Advisors, LLC. 1.63% Reduce -1.3% 22,788 $8.6M
Axxcess Wealth Management, LLC 0.22% Reduce -1.6% 22,784 $8.6M
Brown Brothers Harriman & Co. 0.06% Add +0.2% 22,755 $8.5M
Ancora Advisors LLC 0.19% Reduce -0.0% 22,735 $8.5M
Snowden Capital Advisors LLC 0.26% Reduce -1.2% 22,724 $8.5M
Sound View Wealth Advisors Group, LLC 0.69% Add +19.4% 22,590 $8.5M
Community Bank, N.A. 1.07% Reduce -1.8% 22,560 $8.5M
AlTi Global, Inc. 0.20% Add +0.0% 22,513 $8.5M
Global Strategic Investment Solutions, LLC 0.98% Add +0.1% 22,410 $8.4M
Linscomb Wealth, Inc. 0.41% Reduce -1.7% 22,284 $8.4M
NTV Asset Management LLC 1.11% Reduce -0.1% 22,209 $8.3M
American State Bank (Iowa) 5.03% Add +2.3% 22,061 $8.3M
Cypress Capital, LLC 2.13% Add +10586.4% 22,014 $8.3M
Arkadios Wealth Advisors 0.47% Add +46.2% 21,955 $8.2M
Legal & General Group Plc 0.00% Add +48.6% 21,942 $8.2M
AE Wealth Management LLC 0.07% Add +58.0% 21,921 $8.2M
Watts Gwilliam & Co., LLC 1.78% — 21,701 $8.2M
Parallel Advisors, LLC 0.19% Reduce -2.5% 21,758 $8.2M
Objectivity Squared, LLC 5.66% Add +2.4% 21,949 $8.1M
Quest Investment Management LLC 0.95% New 21,660 $8.1M
Total Clarity Wealth Management, Inc. 2.62% Add +3.2% 21,647 $8.1M
1900 Wealth Management LLC 0.70% Add +0.1% 21,635 $8.1M
Quent Capital, LLC 0.82% Reduce -6.4% 21,524 $8.1M
Ruggaard & Associates LLC 3.48% Reduce -0.5% 21,311 $8.0M
Stock Yards Bank & Trust Co. 0.26% Add +0.1% 21,307 $8.0M
Sepio Capital, LP 0.62% Add +167.6% 21,186 $8.0M
Aaron Wealth Advisors LLC 0.95% Add +0.5% 21,153 $7.9M
Simplicity Wealth,LLC 0.73% Reduce -46.1% 21,075 $7.9M
Chicago Wealth Management, Inc. 4.22% Add +1.7% 21,044 $7.9M
Gladstone Institutional Advisory LLC 0.39% Reduce -3.5% 21,012 $7.9M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +5.9% 21,100 $7.9M
J.W. Cole Advisors, Inc. 0.33% Add +1.4% 20,967 $7.9M
Market Street Wealth Management Advisors LLC 1.28% Reduce -0.8% 20,745 $7.8M
Rebalance, LLC 0.57% Add +0.0% 20,722 $7.8M
Kraft, Davis & Associates, LLC 2.31% Reduce -2.4% 20,667 $7.8M
St. Louis Trust Co 1.09% No change 20,670 $7.8M
Heck Capital Advisors, LLC 0.88% Add +1.1% 20,409 $7.7M
Rothschild Investment LLC 0.50% Reduce -4.2% 20,407 $7.7M
Landaas & Co. /Wi 2.13% Reduce -0.1% 20,336 $7.6M
Bleakley Financial Group, LLC 0.23% Add +0.5% 20,252 $7.6M
Northstar Group, Inc. 1.36% Reduce -0.1% 19,945 $7.5M
City Holding Co. 1.03% Reduce -9.4% 19,837 $7.4M
CENTRAL TRUST Co 0.17% Reduce -6.1% 19,623 $7.4M
Mutual Advisors, LLC 0.22% Reduce -6.8% 19,301 $7.4M
Kingsview Wealth Management, LLC 0.15% Add +4.9% 19,590 $7.4M
Provenance Wealth Advisors, LLC 0.92% Reduce -0.2% 19,588 $7.4M
Matrix Asset Advisors Inc. 0.81% Add +12.1% 19,412 $7.3M
Mycio Wealth Partners, LLC 1.67% Add +11.7% 19,372 $7.3M
Fiduciary Trust Co 0.10% Add +60.5% 19,236 $7.2M
Breed's Hill Capital LLC 5.89% No change 19,151 $7.2M
Squarepoint Ops LLC 0.02% New 19,111 $7.2M
Willis Johnson & Associates, Inc. 0.54% Reduce -0.2% 19,072 $7.2M
Dixon Fnancial Services, Inc. 3.80% No change 19,070 $7.2M
Berkshire Asset Management LLC 0.36% No change 19,607 $7.1M
Bison Wealth, LLC 1.14% Add +38.9% 19,009 $7.1M
CFM Wealth Partners LLC 1.24% Reduce -2.7% 18,930 $7.1M
Garde Capital, Inc. 0.47% Reduce -0.7% 18,928 $7.1M
Cornerstone Advisory, LLC 0.93% Reduce -1.8% 18,863 $7.1M
Harbour Capital Advisors, LLC 1.63% Reduce -0.4% 18,637 $7.1M
Peapack Gladstone Financial Corp. 0.10% Add +0.3% 18,815 $7.1M
&partners 0.14% Add +119.4% 18,798 $7.1M
Apollon Wealth Management, LLC 0.20% Reduce -1.9% 18,767 $7.0M
Forum Financial Management, LP 0.12% Add +2.3% 18,682 $7.0M
Oppenheimer Asset Management Inc. 0.08% Reduce -24.4% 18,673 $7.0M
Ami Asset Management Corp. 0.38% Reduce -16.5% 18,545 $7.0M
Apexium Financial, LP 0.46% Add +3.8% 18,501 $6.9M
Advisory Resource Group 1.48% Add +5.7% 18,500 $6.9M
Alesco Advisors, LLC, An ESL Co 0.21% No change 18,453 $6.9M
Indiana Trust & Investment Management Co 2.35% Reduce -4.2% 18,366 $6.9M
Certuity, LLC 0.74% Reduce -41.4% 18,269 $6.9M
EPG Wealth Management LLC 1.73% Add +0.0% 18,266 $6.9M
First Western Trust Bank 0.31% Reduce -3.5% 18,174 $6.8M
Flow Traders U.S. LLC 0.35% New 18,148 $6.8M
Next Level Private LLC 2.77% Reduce -5.2% 18,031 $6.8M
Stage Harbor Financial, LLC 6.16% Reduce -4.8% 17,811 $6.8M
TFO Wealth Partners, LLC 1.26% Reduce -1.1% 17,940 $6.7M
Partnership Wealth Management, LLC 4.73% Reduce -44.9% 17,850 $6.7M
Winslow Capital Management, LLC 0.02% Reduce -10.9% 17,793 $6.7M
Tolleson Wealth Management, Inc. 1.26% Reduce -0.4% 17,668 $6.6M
Lowe Brockenbrough & Co. Inc. 0.42% Reduce -4.5% 17,648 $6.6M
Counterweight Ventures, LLC 4.69% Reduce -13.4% 17,643 $6.6M
OMNI 360 Wealth, Inc. 4.51% Add +0.4% 17,500 $6.6M
Dimension Capital Management LLC 1.24% Add +2.4% 17,440 $6.5M
CJM Wealth Advisers, Ltd. 2.24% Reduce -0.5% 17,431 $6.5M
Saxon Interests, Inc. 2.94% Reduce -11.0% 17,225 $6.5M
Next Capital Management LLC 2.64% Reduce -42.9% 17,224 $6.5M
Financial Advisors, LLC 1.23% Add +0.2% 17,190 $6.5M
DHJJ Financial Advisors, Ltd. 2.55% Reduce -1.6% 17,155 $6.4M
Three Bridge Wealth Advisors, LLC 2.37% No change 17,123 $6.4M
Smith & Howard Wealth Management, LLC 1.80% Reduce -4.9% 17,080 $6.4M
Tanglewood Legacy Advisors, LLC 2.83% Add +0.4% 16,998 $6.4M
Dynamic Advisor Solutions LLC 0.19% Reduce -1.9% 16,953 $6.4M
Prospera Financial Services Inc 0.16% Reduce -68.0% 16,911 $6.4M
Colorado Capital Management, Inc. 3.10% Reduce -9.8% 16,748 $6.3M
Opes Wealth Management LLC 1.21% Add +0.0% 16,727 $6.3M
Beam Wealth Advisors, Inc. 1.90% Add +3.0% 16,721 $6.3M
Perigon Wealth Management, LLC 0.17% Reduce -2.6% 16,646 $6.2M
Sequoia Financial Advisors, LLC 0.07% Add +9.4% 16,600 $6.2M
IFG Advisory, LLC 0.39% Reduce -1.3% 16,519 $6.2M
FineMark National Bank & Trust 0.21% Reduce -5.2% 16,376 $6.1M
Mathes Company, Inc. 2.19% No change 16,350 $6.1M
Cornerstone Planning Group LLC 1.60% Add +1.1% 15,633 $6.0M
New England Private Wealth Advisors LLC 0.97% Add +0.1% 16,009 $6.0M
CreativeOne Wealth, LLC 0.20% Add +49.6% 15,764 $5.9M
Farther Finance Advisors, LLC 0.22% Add +12.1% 15,754 $5.9M
EverSource Wealth Advisors, LLC 0.37% Reduce -8.1% 15,657 $5.9M
Boston Financial Mangement LLC 0.17% Reduce -5.3% 15,631 $5.9M
Zuckerman Investment Group, LLC 0.60% Reduce -1.4% 15,482 $5.8M
Goelzer Investment Management, Inc. 0.32% Reduce -11.5% 15,382 $5.8M
Canal Capital Management, LLC 0.92% Reduce -0.1% 15,360 $5.8M
Nicolet Bankshares Inc. 1.16% Reduce -10.4% 15,320 $5.8M
Flagstar Securities, Inc. 1.45% Reduce -0.3% 15,288 $5.7M
Wealthcare Advisory Partners LLC 0.16% Add +7.6% 15,230 $5.7M
Avity Investment Management Inc. 0.44% Reduce -2.7% 15,149 $5.7M
Apriem Advisors 0.66% Reduce -0.0% 15,134 $5.7M
Forvis Mazars Wealth Advisors, LLC 0.13% Reduce -20.4% 15,134 $5.7M
Monetary Management Group Inc. 1.45% Add +5.2% 15,001 $5.6M
Townsquare Capital LLC 0.07% Add +14.9% 14,955 $5.6M
Xponance LLC 0.05% Reduce -41.0% 14,778 $5.5M
Osborne Partners Capital Management, LLC 0.31% Add +0.4% 14,661 $5.5M
Ellis Investment Partners, LLC 1.07% Reduce -2.1% 14,566 $5.5M
TPG Financial Advisors, LLC 2.46% Add +2.2% 14,533 $5.5M
Advisory Services Network, LLC 0.11% No change 14,892 $5.4M
Cornerstone Advisors Asset Management, LLC 1.19% Add +0.1% 14,396 $5.4M
Cornerstone Wealth Advisors, Inc. 1.50% Reduce -1.3% 14,360 $5.4M
Azimuth Capital Investment Management LLC 0.21% Reduce -6.5% 14,302 $5.4M
True North Advisors, LLC 1.40% Reduce -8.9% 14,219 $5.3M
JSF Financial, LLC 1.55% Reduce -0.9% 14,173 $5.3M
Lowery Thomas, LLC 3.61% Reduce -2.7% 14,171 $5.3M
Centennial Bank 2.42% Add +19.3% 14,065 $5.3M
Rehmann Capital Advisory Group 0.34% Add +2.6% 14,440 $5.3M
Strategic Family Wealth Counselors, L.L.C. 1.83% Add +2.1% 13,924 $5.2M
GTS Securities LLC 0.10% Add +362.9% 13,873 $5.2M
Kingswood Wealth Advisors, LLC 0.37% Add +43.0% 13,701 $5.1M
Pinnacle Associates Ltd. 0.09% Reduce -1.2% 16,855 $5.1M
Lanark Financial, Inc. 0.42% Add +0.5% 13,462 $5.1M
Alta Wealth Advisors LLC 2.31% Add +1.8% 13,447 $5.0M
GeoWealth Management, LLC 0.18% Reduce -63.1% 13,394 $5.0M
MidAtlantic Capital Management, Inc. 3.66% Add +2.7% 13,349 $5.0M
CPC Advisors, LLC 0.74% Reduce -0.7% 13,287 $5.0M
Pegasus Partners Ltd. 0.47% Reduce -4.2% 13,284 $5.0M
Amplius Wealth Advisors, LLC 0.54% Reduce -0.5% 13,247 $5.0M
Caprock Group, LLC 0.18% Add +53.5% 13,216 $5.0M
1834 Investment Advisors Co. 0.58% Add +1.9% 13,201 $5.0M
Brookstone Capital Management 0.07% Reduce -11.5% 13,125 $4.9M
Harbor Investment Advisory, LLC 0.48% Reduce -0.1% 13,045 $4.9M
Cadence Bank 0.34% New 12,997 $4.9M
Sigma Planning Corp 0.15% Add +8.8% 12,989 $4.9M
Prosperity Consulting Group, LLC 0.38% Add +4.3% 12,918 $4.8M
Foster Dykema Cabot & Partners, LLC 0.41% Add +5.2% 12,885 $4.8M
Composition Wealth, LLC 0.11% Reduce -1.7% 12,877 $4.8M
Legacy Trust 1.11% No change 12,871 $4.8M
Widmann Financial Services, Inc. 3.63% Reduce -1.8% 12,771 $4.8M
Valmark Advisers, Inc. 0.07% Add +6.9% 12,714 $4.8M
Cassaday & Co Wealth Management LLC 0.13% Add +0.7% 12,632 $4.7M
PAX Financial Group, LLC 0.85% Reduce -7.4% 12,622 $4.7M
McAdam, LLC 0.27% Reduce -5.2% 12,597 $4.7M
Eagle Strategies LLC 0.85% Add +1.4% 12,512 $4.7M
Verdence Capital Advisors LLC 0.37% Reduce -2.7% 12,479 $4.7M
Affinity Capital Advisors, LLC 0.90% Reduce -0.4% 12,388 $4.7M
Talisman Wealth Advisors LLC 4.89% Add +0.1% 12,432 $4.6M
Hall Kathryn A. 0.97% No change 12,330 $4.6M
Bollard Group LLC 0.12% Add +0.1% 12,292 $4.6M
Silver Oak Securities, Incorporated 0.49% Add +247.3% 12,296 $4.6M
AdvisorNet Financial, Inc 0.34% Add +0.3% 12,156 $4.6M
Valley Forge Investment Consultants Inc. Adv 1.59% Reduce -1.4% 12,135 $4.6M
Disciplined Investments, LLC 2.24% Add +0.8% 12,101 $4.5M
MTM Investment Management, LLC 1.77% Reduce -0.8% 12,100 $4.5M
Laird Norton Wetherby Wealth Management, LLC 0.21% Reduce -1.6% 12,061 $4.5M
W Advisors, LLC 2.78% No change 12,010 $4.5M
Redhawk Wealth Advisors, Inc. 0.64% Reduce -2.9% 11,992 $4.5M
Legacy Advisors, LLC 0.49% No change 11,989 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -12.9% 11,961 $4.5M
Allstate Corp. 0.43% Add +204.6% 11,941 $4.5M
Icon Wealth Advisors, LLC 0.37% Reduce -3.0% 11,877 $4.5M
Stevens Capital Partners 2.12% Add +0.8% 11,851 $4.4M
Marshall Financial Group Inc. 1.34% Reduce -1.6% 11,831 $4.4M
Americana Partners, LLC 0.30% Reduce -16.5% 11,816 $4.4M
Eldridge Investment Advisors, Inc. 1.04% Reduce -2.4% 11,798 $4.4M
Associated Banc-Corp 0.13% Reduce -10.8% 11,773 $4.4M
Main Street Financial Solutions, LLC 0.41% Add +1.3% 11,760 $4.4M
Avior Wealth Management, LLC 0.18% Add +6.0% 11,732 $4.4M
Okabena Investment Services Inc. 1.24% No change 11,701 $4.4M
Marcum Wealth, LLC 0.40% Reduce -1.2% 11,575 $4.3M
Embree Financial Group 0.77% Reduce -0.1% 11,551 $4.3M
Stonegate Investment Group, LLC 0.11% Reduce -3.0% 11,527 $4.3M
Sigma Investment Counselors Inc. 0.25% Reduce -1.9% 11,522 $4.3M
Verum Partners LLC 1.27% Reduce -12.4% 11,515 $4.3M
Cornerstone Wealth Group, LLC 0.36% Add +4.6% 11,423 $4.3M
Joel Isaacson & Co., LLC 0.20% Add +12.7% 11,420 $4.3M
Stonebridge Capital Advisors LLC 0.35% Reduce -1.4% 11,294 $4.2M
Red Cedar Investment Management, LLC 0.54% Add +0.1% 11,294 $4.2M
Willner & Heller, LLC 3.77% Add +3.1% 11,265 $4.2M
Crestwood Advisors Group, LLC 0.08% Add +1.7% 11,257 $4.2M
Essex Financial Services, Inc. 0.30% Reduce -17.6% 10,943 $4.2M
Olympus Wealth Management, LLC 1.44% Reduce -26.8% 11,193 $4.2M
McCarthy Asset Management, Inc. 2.59% Reduce -2.1% 11,094 $4.2M
Wesbanco Bank Inc. 0.14% Add +0.9% 11,092 $4.2M
Radnor Capital Management, LLC 0.61% New 11,021 $4.1M
Leavell Investment Management, Inc. 0.21% Reduce -3.5% 11,020 $4.1M
Founders Financial Alliance, LLC 1.15% Reduce -3.4% 11,014 $4.1M
Sax Wealth Advisors, LLC 0.37% Add +3.4% 10,998 $4.1M
Sterling Capital Management LLC 0.05% — 10,976 $4.1M
Able Wealth Management LLC 3.09% Reduce -9.5% 10,866 $4.1M
Atlas Brown,Inc. 1.41% Add +0.1% 10,844 $4.1M
Focus Partners Advisor Solutions, LLC 0.09% Add +3.2% 10,839 $4.1M
Paces Ferry Wealth Advisors, LLC 2.33% Reduce -1.6% 10,786 $4.0M
Etesian Wealth Advisors, Inc. 1.83% Add +27.4% 10,770 $4.0M
Central Pacific Bank - Trust Division 0.53% Add +0.1% 10,762 $4.0M
Logan Capital Management Inc. 0.17% Reduce -2.8% 10,751 $4.0M
NovaPoint Capital, LLC 1.25% Reduce -15.3% 10,748 $4.0M
Summit Wealth & Retirement Planning, Inc. 1.29% Reduce -5.8% 10,734 $4.0M
Private Trust Co. NA 0.40% Add +9.3% 10,650 $4.0M
Key Financial Inc 0.88% Reduce -0.2% 10,599 $4.0M
Old Mission Capital LLC 0.09% Reduce -54.8% 10,550 $4.0M
Mainstream Capital Management LLC 3.36% — 10,535 $4.0M
Segment Wealth Management, LLC 0.27% No change 10,534 $4.0M
KMG Fiduciary Partners, LLC 0.34% Reduce -2.6% 10,496 $3.9M
Capital Asset Advisory Services LLC 0.20% Add +0.2% 10,400 $3.9M
Whittier Trust Co. of Nevada Inc. 0.10% Add +1.9% 10,428 $3.9M
GenWealth Group, Inc. 0.90% Reduce -2.1% 10,412 $3.9M
SilverOak Wealth Management LLC 0.87% No change 10,374 $3.9M
Darwin Wealth Management, LLC 1.06% New 10,318 $3.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 10,314 $3.9M
Davis R M Inc. 0.07% Add +3.4% 10,308 $3.9M
Thompson Siegel & Walmsley LLC 0.06% No change 10,304 $3.9M
Quantum Portfolio Management LLC 2.09% Reduce -23.2% 10,289 $3.9M
Pinnacle Wealth Planning Services, Inc. 0.52% Reduce -1.5% 10,258 $3.9M
Northeast Financial Consultants Inc 0.17% No change 10,256 $3.8M
Sage Mountain Advisors LLC 0.33% Reduce -0.3% 10,231 $3.8M
Park Edge Advisors, LLC 1.09% New 10,193 $3.8M
BBR Partners, LLC 0.29% No change 10,163 $3.8M
Mechanics Bank Trust Department 0.51% Reduce -1.6% 10,144 $3.8M
Mosaic Family Wealth Partners, LLC 0.56% Reduce -0.9% 10,113 $3.8M
Diversified Portfolios, Inc. 0.39% Reduce -1.2% 10,082 $3.8M
Evanson Asset Management, LLC 0.27% Add +0.1% 10,080 $3.8M
First National Trust Co 0.15% Reduce -4.8% 10,070 $3.8M
Flagship Harbor Advisors, LLC 0.21% Add +5.7% 10,070 $3.8M
Park Place Capital Corp 1.09% Reduce -3.0% 10,068 $3.8M
Wharton Business Group, LLC 0.17% Reduce -7.4% 10,065 $3.8M
Chicago Partners Investment Group LLC 0.13% Reduce -0.1% 9,966 $3.8M
WealthShield Partners, LLC 0.51% Add +0.2% 10,052 $3.8M
Pachira Investments Inc. 2.90% Add +44.1% 10,040 $3.8M
Enclave Advisors LLC 0.64% — 9,990 $3.8M
PFG Advisors 0.24% Add +0.1% 9,968 $3.7M
Fidelity D & D Bancorp Inc. 2.48% Add +8.2% 9,943 $3.7M
Premier Path Wealth Partners, LLC 0.59% Reduce -0.4% 9,935 $3.7M
Arcadia Wealth Management, LLC 1.96% Add +0.6% 9,924 $3.7M
Integrated Advisors Network LLC 0.18% Add +9.2% 9,880 $3.7M
Pure Financial Advisors, LLC 0.09% Reduce -1.1% 9,845 $3.7M
Mma Asset Management LLC 0.98% Add +125.4% 11,745 $3.7M
Family Capital Management, Inc. 2.38% Reduce -0.3% 9,836 $3.7M
Hilltop Holdings Inc. 0.24% Add +16.6% 9,818 $3.7M
Hillcrest Wealth Advisors - NY, LLC 1.83% No change 9,750 $3.7M
Aspiriant, LLC 0.14% Add +14.9% 9,742 $3.7M
Sierra Capital LLC 0.44% No change 9,718 $3.6M
Legacy Financial Group, Inc. 1.24% Reduce -2.1% 9,751 $3.6M
Waypoint Capital Advisors, LLC 0.78% No change 9,696 $3.6M
Congress Asset Management Co. 0.02% Reduce -59.5% 9,657 $3.6M
Towercrest Capital Management 0.58% Add +0.8% 9,624 $3.6M
International Assets Investment Management, LLC 0.29% Add +5.4% 9,604 $3.6M
Jefferies Financial Group Inc. 0.06% Reduce -2.6% 9,574 $3.6M
Sendero Wealth Management, LLC 0.57% Add +3.7% 9,567 $3.6M
Corrigan Financial, Inc. 0.81% Reduce -0.7% 9,437 $3.5M
Foundations Investment Advisors, LLC 0.07% Reduce -17.6% 9,429 $3.5M
Calamos Wealth Management LLC 0.18% Add +13.4% 9,397 $3.5M
Meridian Management Co. 0.89% No change 9,354 $3.5M
Waterway Wealth Management, LLC 1.50% Reduce -3.4% 9,328 $3.5M
FAS Wealth Partners, Inc. 0.28% Reduce -1.0% 9,314 $3.5M
Mayport, LLC 1.12% No change 9,300 $3.5M
Spirepoint Private Client, LLC 0.46% Add +0.0% 9,288 $3.5M
Towerpoint Wealth, LLC 1.65% Add +14.2% 9,287 $3.5M
Midland Wealth Advisors, LLC 0.20% Add +19.1% 9,248 $3.5M
Stratos Wealth Advisors, LLC 0.16% Reduce -45.0% 9,237 $3.5M
CRA Financial Services, LLC 0.63% Add +4.0% 9,140 $3.4M
Howland Capital Management LLC 0.15% Add +0.2% 9,139 $3.4M
Sharkey, Howes & Javer 0.49% No change 9,109 $3.4M
Mgo One Seven LLC 0.15% Reduce -0.3% 9,038 $3.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -1.4% 8,847 $3.4M
ProVise Management Group, LLC 0.27% Reduce -16.6% 8,985 $3.4M
Quotient Wealth Partners, LLC 0.11% Reduce -0.9% 8,968 $3.4M
Guidance Point Advisors, LLC 1.02% Add +0.1% 8,938 $3.4M
SOL Capital Management CO 0.37% Add +2.6% 8,930 $3.4M
Goodman Financial Corp 0.75% No change 8,915 $3.3M
Brightwater Advisory LLC 2.46% Reduce -3.2% 8,907 $3.3M
Good Life Advisors, LLC 0.21% Add +128.8% 8,894 $3.3M
Noble Family Wealth, LLC 0.90% Reduce -9.4% 8,891 $3.3M
Fairhaven Wealth Management, LLC 1.02% No change 8,874 $3.3M
Independent Financial Group, LLC 0.12% Reduce -6.7% 8,850 $3.3M
Oxford Financial Group, LTD. LLC 0.21% No change 8,842 $3.3M
Custos Family Office, LLC 1.20% Reduce -2.0% 8,804 $3.3M
jvl associates llc 1.27% Add +0.1% 8,790 $3.3M
SeaCrest Wealth Management, LLC 0.35% Add +3.6% 8,778 $3.3M
Atlantic Edge Private Wealth Management, LLC 1.00% No change 8,767 $3.3M
Wealth Dimensions Group, Ltd. 0.83% Reduce -1.2% 8,722 $3.3M
Angeles Wealth Management, LLC 0.28% Add +47.0% 8,719 $3.3M
Wealthstream Advisors, Inc. 0.59% Reduce -4.4% 8,717 $3.3M
Monograph Wealth Advisors, LLC 0.43% No change 8,713 $3.3M
Wedbush Securities Inc. 0.12% Add +1.7% 8,687 $3.3M
Certified Advisory Corp 0.36% Reduce -5.7% 8,541 $3.2M
Leo Wealth, LLC 0.29% Reduce -0.3% 8,530 $3.2M
Zacks Investment Management 0.03% Reduce -11.8% 8,511 $3.2M
Voya Investment Management LLC 0.00% Add +47.6% 8,465 $3.2M
Jackson Hole Capital Partners, LLC 0.66% No change 8,443 $3.2M
Meridian Wealth Management, LLC 0.16% New 8,429 $3.2M
Baron Financial Group, LLC 1.93% Reduce -2.8% 8,410 $3.2M
Belpointe Asset Management LLC 0.19% Reduce -9.1% 8,359 $3.1M
Jordan Park Group LLC 0.21% Add +2.1% 8,352 $3.1M
Annex Advisory Services, LLC 0.10% Reduce -0.1% 8,306 $3.1M
Roman Butler Fullerton & Co. 0.94% Add +310.2% 8,184 $3.1M
Empower Advisory Group, LLC 0.01% Reduce -5.8% 8,177 $3.1M
Quadrature Capital Ltd 0.07% New 8,163 $3.1M
Glass Jacobson Investment Advisors llc 1.02% Add +2.2% 8,157 $3.1M
Greenleaf Trust 0.03% Add +74.8% 8,121 $3.0M
Frank, Rimerman Advisors LLC 0.22% No change 8,111 $3.0M
Capital Investment Advisors, LLC 0.06% Reduce -0.4% 8,101 $3.0M
Horan Securities, Inc. 1.18% Reduce -11.9% 8,095 $3.0M
Harbour Investments, Inc. 0.09% Reduce -5.0% 8,052 $3.0M
Canandaigua National Bank & Trust Co. 0.29% Reduce -1.1% 8,026 $3.0M
Weaver Capital Management LLC 0.90% No change 8,010 $3.0M
Insight 2811, Inc. 1.49% Reduce -2.4% 7,984 $3.0M
James J. Burns & Company, LLC 0.54% Reduce -2.4% 7,983 $3.0M
First United Bank & Trust 1.08% Reduce -2.5% 7,976 $3.0M
Perennial Investment Advisors, LLC 0.39% Add +0.1% 7,916 $3.0M
Pacific Capital Wealth Advisors, Inc. 0.49% Reduce -8.9% 7,833 $2.9M
Vance Wealth, LLC 1.11% Reduce -6.2% 7,831 $2.9M
Fiducient Advisors LLC 0.34% Reduce -0.1% 7,830 $2.9M
Adirondack Trust Co. 1.13% Add +13.9% 7,829 $2.9M
Glenview Trust Co 0.06% Add +2.4% 7,801 $2.9M
Cahaba Wealth Management, Inc. 0.24% Reduce -15.2% 7,746 $2.9M
Zions Bancorporation, N.A. 0.21% Add +11.2% 7,738 $2.9M
Pinebridge Investments, L.P. 0.02% New 7,721 $2.9M
Vista Capital Partners, Inc. 0.33% No change 7,709 $2.9M
Financial Advocates Investment Management 0.16% Reduce -5.8% 7,776 $2.9M
Biondo Investment Advisors, LLC 0.39% Add +0.5% 7,671 $2.9M
Gryphon Financial Partners LLC 0.40% Reduce -0.3% 7,660 $2.9M
Soltis Investment Advisors LLC 0.28% Reduce -1.5% 7,649 $2.9M
CoreCap Advisors, LLC 0.14% New 7,649 $2.9M
SouthState Bank Corp 0.20% Add +66.2% 7,634 $2.9M
Middleton & Co. Inc. 0.32% Reduce -2.3% 7,625 $2.9M
Burke & Herbert Bank & Trust Co. 0.67% Reduce -1.5% 7,617 $2.9M
Sabal Trust CO 0.15% Reduce -1.4% 7,570 $2.8M
Peddock Capital Advisors, LLC 0.68% Reduce -4.3% 7,535 $2.8M
Caldwell Trust Co 0.30% No change 7,529 $2.8M
Robinson Smith Wealth Advisors LLC 2.39% No change 7,490 $2.8M
GAMMA Investing LLC 0.28% Add +15.9% 7,487 $2.8M
Total Wealth Planning, LLC 0.44% Reduce -7.0% 7,460 $2.8M
Biltmore Family Office, LLC 0.48% Reduce -1.2% 7,425 $2.8M
Moss Adams Wealth Advisors LLC 0.31% Add +6.2% 7,424 $2.8M
Integrated Capital Management, Inc. 2.15% Reduce -6.8% 7,418 $2.8M
NFSG Corp 0.98% Add +60.5% 7,412 $2.8M
Crewe Advisors LLC 0.32% No change 7,395 $2.8M
Kapstone Financial Advisors LLC 1.68% Reduce -0.1% 7,418 $2.8M
Fisher Asset Management 0.00% Reduce -20.2% 7,354 $2.8M
Cullinan Associates Inc. 0.16% No change 7,200 $2.8M
Almanack Investment Partners, LLC. 0.43% Reduce -1.2% 7,333 $2.8M
National Philanthropic Trust 0.05% Add +34.1% 7,299 $2.7M
Highline Wealth Partners LLC 0.92% Add +22.7% 7,298 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -3.1% 7,295 $2.7M
Merit Financial Group, LLC 0.06% Add +36.8% 7,292 $2.7M
Midwest Professional Planners, LTD. 0.83% Reduce -6.3% 7,258 $2.7M
Stephens Consulting, LLC 0.70% Reduce -0.2% 7,237 $2.7M
Suncoast Equity Management 0.31% Add +6.2% 7,201 $2.7M
Exencial Wealth Advisors, LLC 0.10% Add +2.6% 7,131 $2.7M
Aprio Wealth Management, LLC 0.43% Add +5.7% 7,110 $2.7M
Beaumont Financial Advisors, LLC 0.21% Add +0.8% 7,107 $2.7M
Global Trust Asset Management, LLC 0.99% Reduce -0.1% 7,104 $2.7M
Sandy Spring Bank 0.11% Reduce -13.1% 7,086 $2.7M
Meridian Wealth Advisors, LLC 0.44% Reduce -2.7% 7,079 $2.7M
Elevation Wealth Partners, LLC 1.14% Add +0.0% 7,065 $2.7M
Ramirez Asset Management, Inc. 0.51% No change 7,050 $2.6M
Transcend Capital Advisors, LLC 0.18% Reduce -1.9% 6,991 $2.6M
Element Pointe Advisors, LLC 0.64% Reduce -1.0% 6,991 $2.6M
Sustainable Growth Advisers, LP 0.01% Add +18.0% 6,980 $2.6M
Moneco Advisors, LLC 0.33% Reduce -6.8% 6,975 $2.6M
Tilson Financial Group, Inc. 1.13% New 6,945 $2.6M
First National Bank Sioux Falls 1.18% Reduce -0.1% 6,929 $2.6M
IFP Advisors, Inc 0.09% Add +2.9% 6,928 $2.6M
JFG Wealth Management, LLC 0.71% Add +353.7% 6,928 $2.6M
Diversify Wealth Management, LLC 0.25% New 6,863 $2.6M
Dentgroup LLC 1.93% Reduce -35.4% 6,868 $2.6M
Stonebridge Financial Planning Group, LLC 1.23% Reduce -0.3% 6,854 $2.6M
Merriman Wealth Management, LLC 0.10% Reduce -7.9% 6,853 $2.6M
Alliance Wealth Management Group 0.68% No change 6,762 $2.5M
Regal Investment Advisors LLC 0.18% Reduce -11.3% 6,735 $2.5M
Betterment LLC 0.01% Add +8.7% 6,700 $2.5M
General Partner, Inc. 1.56% No change 6,696 $2.5M
Client First Capital LLC 1.39% Add +6.6% 6,695 $2.5M
Fiduciary Financial Group, LLC 0.57% Reduce -0.8% 6,633 $2.5M
Cooper Financial Group 0.32% Reduce -8.8% 6,655 $2.5M
Quadrant Private Wealth Management, LLC 0.62% Reduce -9.2% 6,655 $2.5M
Moloney Securities Asset Management, LLC 0.34% Add +29.3% 6,652 $2.5M
Trust Point Inc. 0.19% Reduce -0.8% 6,635 $2.5M
Clear Creek Financial Management, LLC 0.28% Reduce -35.6% 6,621 $2.5M
GC Wealth Management RIA, LLC 0.43% Add +3.2% 6,619 $2.5M
Beirne Wealth Consulting Services, LLC 0.87% Reduce -30.2% 6,607 $2.5M
Cannell & Spears LLC 0.05% Reduce -0.1% 6,597 $2.5M
D. E. Shaw & Co. 0.00% New 6,595 $2.5M
Cannon Financial Strategists, Inc. 0.43% Reduce -4.5% 6,584 $2.5M
Auour Investments LLC 0.88% Reduce -1.3% 6,381 $2.5M
Maryland Capital Advisors Inc. 1.19% No change 6,543 $2.5M
G2 Capital Management, LLC / Oh 0.72% Reduce -1.2% 6,529 $2.5M
CGN Advisors LLC 0.24% Reduce -2.0% 6,471 $2.4M
Cambridge Advisors Inc. 0.53% Reduce -0.2% 6,453 $2.4M
Clifford Group, LLC 1.88% Reduce -1.0% 6,433 $2.4M
Great Waters Wealth Management 0.33% Add +0.1% 6,423 $2.4M
Norris Perne & French LLP 0.17% No change 6,416 $2.4M
Hoese & Co LLP 2.01% Reduce -5.8% 6,392 $2.4M
Level Four Advisory Services, LLC 0.10% Reduce -10.3% 6,381 $2.4M
Veracity Capital LLC 0.91% Reduce -3.2% 6,358 $2.4M
Chesley Taft & Associates LLC 0.11% Reduce -3.9% 6,338 $2.4M
Journey Strategic Wealth LLC 0.09% Reduce -3.6% 6,297 $2.4M
Revolve Wealth Partners, LLC 0.36% Reduce -7.7% 6,294 $2.4M
WMS Partners, LLC 0.13% Add +48.7% 6,206 $2.3M
SpiderRock Advisors, LLC 0.05% Add +144.6% 6,206 $2.3M
Bogart Wealth, LLC 0.11% Add +0.8% 6,201 $2.3M
QRG Capital Management, Inc. 0.03% Reduce -16.4% 6,190 $2.3M
Trust Co of the South 0.49% Add +23.3% 6,180 $2.3M
Beaton Management Co. Inc. 1.17% No change 6,159 $2.3M
Wescott Financial Advisory Group, LLC 0.25% Reduce -2.5% 6,131 $2.3M
Becker Capital Management Inc. 0.07% Add +0.0% 6,125 $2.3M
WealthBridge Capital Management, LLC 0.66% Reduce -0.6% 6,122 $2.3M
Plante Moran Financial Advisors, LLC 0.20% Reduce -0.1% 6,107 $2.3M
Trilogy Capital Inc. 0.12% Add +1.9% 6,103 $2.3M
Gries Financial LLC 0.43% Add +0.1% 6,087 $2.3M
Cascade Wealth Advisors, Inc 1.63% No change 6,071 $2.3M
Palisade Asset Management, LLC 0.22% Reduce -4.3% 6,034 $2.3M
Signet Financial Management, LLC 0.29% Reduce -1.2% 6,033 $2.3M
ALM First Financial Advisors, LLC 0.56% No change 7,285 $2.3M
Catalina Capital Group, LLC 0.76% Add +2.2% 5,977 $2.2M
Seven Mile Advisory 1.48% No change 5,970 $2.2M
Investmark Advisory Group LLC 1.08% Reduce -4.1% 5,943 $2.2M
Manchester Capital Management LLC 0.26% No change 5,892 $2.2M
DAVENPORT & Co LLC 0.01% Add +14.6% 5,889 $2.2M
Cornerstone Wealth Management, LLC 0.15% Add +5.0% 5,863 $2.2M
Householder Group Estate & Retirement Specialist, LLC 0.63% Reduce -25.0% 5,801 $2.2M
Greenspring Advisors, LLC 0.47% No change 5,709 $2.1M
Autumn Glory Partners, LLC 0.82% No change 5,707 $2.1M
Clarius Group, LLC 0.15% Reduce -9.8% 5,674 $2.1M
TD Asset Management Inc 0.00% Reduce -0.1% 5,705 $2.1M
Salomon & Ludwin, LLC 0.22% Add +7.1% 5,665 $2.1M
CCG Wealth Management, LLC 1.19% No change 5,648 $2.1M
New Republic Capital, LLC 1.21% Reduce -22.1% 5,621 $2.1M
Trademark Financial Management, LLC 1.67% Add +13.6% 5,617 $2.1M
Blue Investment Partners LLC 0.87% New 5,614 $2.1M
Savvy Advisors, Inc. 0.43% Add +38.2% 5,609 $2.1M
Marmo Financial Group, LLC 1.12% Add +0.5% 5,595 $2.1M
Advisors Capital Management, LLC 0.03% Reduce -6.6% 5,593 $2.1M
Archer Investment Corp 0.56% Add +2.7% 5,583 $2.1M
Sterling Investment Counsel, LLC 0.75% Reduce -0.7% 5,575 $2.1M
Concurrent Investment Advisors, LLC 0.06% Reduce -44.0% 5,565 $2.1M
Norris Financial Group, LLC 1.03% Reduce -17.8% 5,564 $2.1M
Old Mission Investment Co LLC 0.64% Reduce -0.8% 5,539 $2.1M
Colonial Trust Co / SC 0.32% Reduce -1.8% 5,535 $2.1M
Principal Securities, Inc. 0.05% Add +27.9% 5,461 $2.1M
Tarbox Family Office, Inc. 0.34% Add +0.0% 5,448 $2.0M
Independence Bank of Kentucky 0.44% Add +14.9% 5,428 $2.0M
KCM Investment Advisors LLC 0.07% Add +0.3% 5,416 $2.0M
Objective Capital Management, LLC 1.19% — 5,395 $2.0M
Cyndeo Wealth Partners, LLC 0.14% Reduce -0.2% 5,371 $2.0M
Ausdal Financial Partners, Inc. 0.21% Add +9.3% 5,358 $2.0M
Focus Financial Network, Inc. 0.08% Add +5.0% 5,345 $2.0M
Beacon Financial Group 0.22% No change 5,340 $2.0M
Koshinski Asset Management, Inc. 0.17% Add +12.2% 5,318 $2.0M
Forte Capital LLC 0.22% Reduce -9.2% 5,264 $2.0M
Blankinship & Foster, LLC 0.48% Add +0.1% 5,240 $2.0M
Atalanta Sosnoff Capital, LLC 0.04% Reduce -5.9% 5,240 $2.0M
Luts & Greenleigh Group, Inc. 1.89% Add +1.9% 5,235 $2.0M
Wick Capital Partners, LLC 0.63% Reduce -3.5% 5,222 $2.0M
HUB Investment Partners, LLC 0.09% Add +0.1% 5,198 $2.0M
Ascent Group, LLC 0.15% Reduce -9.3% 5,186 $1.9M
Magnus Financial Group LLC 0.20% Reduce -3.3% 5,157 $1.9M
Matrix Private Capital Group LLC 1.11% Add +0.0% 5,151 $1.9M
Asset Dedication, LLC 0.13% Reduce -1.7% 5,137 $1.9M
USAdvisors Wealth Management, LLC 0.67% Reduce -2.9% 5,159 $1.9M
Providence Capital Advisors, LLC 0.38% Reduce -2.6% 5,108 $1.9M
Emprise Bank 1.10% No change 5,086 $1.9M
Summit Financial Strategies, Inc. 0.21% Reduce -6.2% 5,080 $1.9M
IFG Advisors, LLC 0.40% Add +0.1% 5,027 $1.9M
Acropolis Investment Management, LLC 0.11% Reduce -0.2% 5,022 $1.9M
Carret Asset Management, LLC 0.20% Add +86.3% 4,983 $1.9M
Salem Investment Counselors Inc. 0.06% Reduce -2.3% 4,975 $1.9M
Financial Connections Group, Inc. 0.92% No change 4,974 $1.9M
Thomasville National Bank 0.14% No change 4,971 $1.9M
VeraBank, N.A. 0.54% Add +0.2% 4,963 $1.9M
Home Federal Bank of Tennessee 0.53% No change 4,960 $1.9M
Curated Wealth Partners LLC 0.24% No change 4,927 $1.8M
Performance Wealth Partners, LLC 0.06% Add +37.6% 4,912 $1.8M
SkyView Investment Advisors, LLC 0.31% No change 4,908 $1.8M
Investment Advisory Group, LLC 0.64% Reduce -6.2% 4,904 $1.8M
Sands Capital Management, LLC 0.01% Reduce -24.6% 4,900 $1.8M
Advisor Resource Council 0.83% New 4,898 $1.8M
First Hawaiian Bank 0.06% Add +25.2% 4,865 $1.8M
Aft, Forsyth & Company, Inc. 0.89% Add +0.0% 4,811 $1.8M
Courier Capital LLC 0.12% Reduce -0.3% 4,810 $1.8M
MWA Asset Management 1.20% Reduce -3.0% 4,801 $1.8M
Plancorp, LLC 0.07% Add +0.0% 4,787 $1.8M
West Michigan Advisors, LLC 0.54% Add +4.9% 4,778 $1.8M
Gallacher Capital Management LLC 0.82% No change 4,770 $1.8M
Petix & Botte Co 0.48% No change 4,764 $1.8M
Tranquility Partners, LLC 0.65% Reduce -1.8% 4,761 $1.8M
Hyperion Partners, LLC 1.14% Add +2.6% 4,747 $1.8M
Donaldson Capital Management, LLC 0.07% No change 4,742 $1.8M
Drive Wealth Management, LLC 0.46% Add +16.0% 4,716 $1.8M
Maxwell Wealth Strategies Inc. 0.75% Reduce -0.1% 4,640 $1.8M
Capital Group Private Client Services, Inc. 0.02% Reduce -2.0% 4,687 $1.8M
Cypress Capital Group 0.20% Reduce -1.6% 4,684 $1.8M
Washington Trust Advisors, Inc. 0.15% Reduce -0.8% 4,679 $1.8M
Bensler, LLC 0.22% Add +0.5% 4,673 $1.8M
World Investment Advisors 0.06% Add +18.3% 4,719 $1.8M
Lake Street Advisors Group, LLC 0.08% Add +0.0% 4,661 $1.7M
Empirical Asset Management, LLC 0.62% No change 5,294 $1.7M
HTG Investment Advisors, Inc. 0.82% Reduce -13.0% 4,636 $1.7M
Rockwood Wealth Management, LLC 0.19% Reduce -53.4% 4,628 $1.7M
Glassman Wealth Services 0.30% Add +0.0% 4,613 $1.7M
TD Waterhouse Canada Inc. 0.01% Add +30.4% 4,673 $1.7M
Westwood Holdings Group Inc. 0.01% Add +36.9% 4,606 $1.7M
Verus Capital Partners, LLC 0.17% Reduce -1.2% 4,600 $1.7M
Willow Creek Wealth Management Inc. 0.18% No change 4,600 $1.7M
Selective Wealth Management, Inc. 0.72% Add +0.1% 4,581 $1.7M
WASHINGTON TRUST Co 0.06% No change 4,580 $1.7M
Elevation Point Wealth Partners, LLC 0.16% Reduce -0.2% 4,572 $1.7M
Broadview Financial Management, LLC 1.16% Reduce -1.4% 4,556 $1.7M
Blue Bell Private Wealth Management, LLC 0.33% No change 4,548 $1.7M
Ironwood Financial, llc 0.36% Reduce -1.1% 4,547 $1.7M
Evergreen Capital Management LLC 0.06% No change 4,526 $1.7M
Townsend Asset Management Corp. /NC/ 0.63% Reduce -2.5% 4,511 $1.7M
Financial Insights, Inc. 0.55% Reduce -8.7% 4,507 $1.7M
Cascade Financial Partners, LLC 0.21% Reduce -3.3% 4,397 $1.7M
Cardiff Park Advisors, LLC 0.15% Add +0.0% 4,494 $1.7M
Intrust Bank NA 0.17% Reduce -1.1% 4,489 $1.7M
Cidel Asset Management Inc. 0.12% No change 4,485 $1.7M
Brown, Lisle/Cummings, Inc. 0.51% Reduce -17.0% 4,475 $1.7M
TCV Trust & Wealth Management, Inc. 0.15% Reduce -3.1% 4,469 $1.7M
Fort Washington Investment Advisors Inc. 0.01% No change 4,460 $1.7M
Jacobi Capital Management LLC 0.13% Add +120.4% 4,441 $1.7M
Castle Wealth Management LLC 0.67% Reduce -1.2% 4,437 $1.7M
BOK Financial Private Wealth, Inc. 0.12% Add +1.0% 4,418 $1.7M
Grant Street Asset Management, Inc. 0.48% Add +25.3% 4,401 $1.7M
Bedel Financial Consulting, Inc. 0.23% Reduce -0.6% 4,375 $1.6M
HMS Capital Management, LLC 0.80% No change 4,371 $1.6M
Sage Capital Management, LLC 0.79% Reduce -5.4% 4,365 $1.6M
Raab & Moskowitz Asset Management LLC 0.41% Reduce -1.8% 4,353 $1.6M
Valley National Advisers Inc. 0.29% Reduce -1.8% 4,349 $1.6M
Brookmont Capital Management 0.84% Reduce -1.8% 4,339 $1.6M
Keystone Wealth Services, LLC 0.45% Add +79.9% 4,336 $1.6M
Mattern Capital Management, LLC 0.20% No change 4,328 $1.6M
Apella Capital, LLC 0.07% Add +1.6% 4,385 $1.6M
Burns J W & Co. Inc. 0.21% Reduce -3.0% 4,317 $1.6M
Orser Capital Management, LLC 1.15% Add +0.2% 4,288 $1.6M
Evermay Wealth Management LLC 0.26% Add +0.2% 4,270 $1.6M
9258 Wealth Management, LLC 0.24% Add +0.5% 4,266 $1.6M
Hancock Whitney Corp. 0.05% Reduce -0.3% 4,258 $1.6M
Money Concepts Capital Corp. 0.12% Add +125.8% 4,243 $1.6M
Welch & Forbes LLC 0.02% No change 4,215 $1.6M
Beacon Financial Advisory LLC 0.54% Add +11.7% 4,202 $1.6M
Benchmark Financial Wealth Advisors, LLC 0.53% Add +12.4% 4,197 $1.6M
Renasant Bank 1.03% Reduce -6.8% 4,177 $1.6M
Lloyd Advisory Services, LLC. 0.76% New 4,177 $1.6M
Transamerica Financial Advisors, LLC 0.15% Reduce -5.3% 4,175 $1.6M
Northeast Investment Management 0.07% Reduce -8.6% 4,166 $1.6M
Pin Oak Investment Advisors Inc. 1.42% Add +1.3% 4,166 $1.6M
Cambridge Financial Group, LLC 0.65% Reduce -4.4% 4,164 $1.6M
PFG Investments, LLC 0.10% Reduce -3.4% 4,163 $1.6M
S.A. Mason LLC 0.82% Reduce -4.0% 4,144 $1.6M
RFP Financial Group LLC 0.51% No change 4,135 $1.6M
Wealthspire Retirement, LLC 0.12% Reduce -0.4% 4,089 $1.5M
MBL Wealth, LLC 0.17% Add +3.4% 4,086 $1.5M
Regimen Wealth, LLC 0.50% Reduce -0.1% 4,079 $1.5M
Vise Technologies, Inc. 0.19% Reduce -9.2% 4,077 $1.5M
Edgemoor Investment Advisors, Inc. 0.13% Add +3.0% 4,072 $1.5M
Arax Advisory Partners 0.14% Add +13.7% 4,056 $1.5M
Clarkston Capital Partners, LLC 0.03% Reduce -7.7% 4,048 $1.5M
PrairieView Partners, LLC 0.16% No change 4,029 $1.5M
Ewa, LLC 0.54% Add +3.8% 3,818 $1.5M
Florida Trust Wealth Management Co 0.05% Add +222.7% 3,995 $1.5M
Retirement Planning Group, LLC 0.08% Add +137.9% 3,994 $1.5M
Laurel Wealth Advisors LLC 0.24% No change 3,984 $1.5M
Sheets Smith Wealth Management 0.18% No change 3,967 $1.5M
Kanawha Capital Management LLC 0.11% Reduce -2.9% 3,967 $1.5M
Franklin, Parlapiano, Turner & Welch, LLC 0.38% No change 3,948 $1.5M
Quadrant Capital Group LLC 0.10% Add +0.7% 3,945 $1.5M
Allegheny Financial Group 0.36% Reduce -0.1% 3,936 $1.5M
Brio Consultants, LLC 0.23% Reduce -8.0% 3,933 $1.5M
Ferguson Wellman Capital Management, Inc. 0.03% No change 3,932 $1.5M
Forum Private Client Group LLC 0.65% Reduce -0.6% 3,924 $1.5M
Harvest Investment Services, LLC 0.47% Add +2.3% 3,923 $1.5M
Tocqueville Asset Management L.P. 0.02% Reduce -0.7% 3,916 $1.5M
Venturi Wealth Management, LLC 0.08% No change 3,913 $1.5M
Financial Management Network Inc. 0.30% Reduce -1.5% 3,882 $1.5M
Morton Capital Management LLC 0.29% Add +30.6% 3,870 $1.5M
American Investment Services, Inc. 0.24% Reduce -7.8% 3,862 $1.4M
Cordgrass Capital Advisors, LLC 0.42% Reduce -2.5% 3,857 $1.4M
TBH Global Asset Management, LLC 0.32% No change 3,857 $1.4M
Planning Alternatives Ltd. 0.22% No change 3,855 $1.4M
Encompass Wealth Advisors, LLC 0.36% No change 3,851 $1.4M
Partners in Financial Planning 0.29% No change 3,840 $1.4M
Nova R Wealth, Inc. 0.71% Add +0.5% 3,815 $1.4M
BHK Investment Advisors, LLC 0.53% No change 3,810 $1.4M
Asset Management Group, Inc. 0.20% Add +0.2% 3,799 $1.4M
Greenwood Gearhart LLC 0.12% Add +1.7% 3,796 $1.4M
Financial Sense Advisors, Inc. 0.39% Reduce -0.5% 3,779 $1.4M
FWL Investment Management, LLC 0.54% Reduce -2.6% 3,775 $1.4M
BlueChip Wealth Advisors LLC 0.74% Add +6.8% 3,757 $1.4M
Essex Bank 0.35% Add +1.9% 3,755 $1.4M
Colony Family Offices, LLC 0.44% Reduce -41.5% 3,745 $1.4M
Brown Financial Advisory 0.99% No change 3,737 $1.4M
Jupiter Wealth Management LLC 0.72% No change 3,735 $1.4M
Independent Solutions Wealth Management, LLC 0.32% Add +1.5% 3,729 $1.4M
Asset Allocation Strategies LLC 0.40% Reduce -3.3% 3,720 $1.4M
Nicolet Advisory Services, LLC 0.13% Add +37.5% 3,767 $1.4M
Alamar Capital Management, LLC 0.77% Add +2.1% 3,716 $1.4M
GYL Financial Synergies, LLC 0.10% Add +1.0% 3,709 $1.4M
American Financial & Tax Strategies Inc. 0.71% Add +0.0% 3,708 $1.4M
Janus Henderson Group PLC 0.00% Reduce -0.1% 3,700 $1.4M
O'Dell Group, LLC 0.31% Add +2.2% 3,688 $1.4M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -12.9% 3,680 $1.4M
Archford Capital Strategies, LLC 0.21% No change 3,600 $1.4M
Chapin Davis, Inc. 0.45% Reduce -0.3% 3,671 $1.4M
PGIM Custom Harvest LLC 0.03% Add +4.3% 3,638 $1.4M
Symphony Financial Services, Inc. 1.16% Add +4.6% 3,629 $1.4M
Strategic Financial Services, Inc. 0.08% Reduce -12.8% 3,616 $1.4M
WestHill Financial Advisors, Inc. 0.30% Reduce -5.4% 3,612 $1.4M
Quantbot Technologies LP 0.05% New 3,603 $1.4M
M. Kulyk & Associates, LLC 0.27% No change 3,590 $1.3M
Pallas Capital Advisors LLC 0.06% No change 3,523 $1.3M
Pursue Wealth Partners LLC 0.73% Add +9.8% 3,575 $1.3M
GAMCO Investors 0.01% Reduce -0.6% 3,570 $1.3M
Golden Road Advisors LLC 1.05% Reduce -0.9% 3,567 $1.3M
Heritage Financial Services, LLC 0.18% Reduce -2.2% 3,535 $1.3M
Schnieders Capital Management LLC 0.25% Reduce -8.8% 3,530 $1.3M
Greatmark Investment Partners, Inc. 0.18% No change 3,518 $1.3M
Millennium Management 0.00% Reduce -88.9% 3,513 $1.3M
Westmount Partners, LLC 0.39% No change 3,494 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Add +1.3% 3,487 $1.3M
Thoroughbred Financial Services, LLC 0.08% Reduce -38.5% 3,485 $1.3M
BSW Wealth Partners 0.20% No change 3,469 $1.3M
Ballast Advisors LLC 0.40% Reduce -5.8% 3,460 $1.3M
Turtle Creek Wealth Advisors, LLC 0.26% Add +1.1% 3,443 $1.3M
Proactive Wealth Strategies LLC 0.72% — 3,437 $1.3M
Riverpoint Wealth Management Holdings, LLC 0.33% Reduce -0.3% 3,423 $1.3M
Lee Danner & Bass Inc. 0.09% No change 3,417 $1.3M
Arista Wealth Management, LLC 0.31% No change 3,414 $1.3M
Capital Wealth Alliance, LLC 0.74% Reduce -17.8% 3,376 $1.3M
Summit X, LLC 0.30% No change 3,439 $1.3M
Founders Financial Securities LLC 0.12% Add +7.5% 3,332 $1.3M
Woodmont Investment Counsel LLC 0.09% Add +4.8% 3,329 $1.2M
Watershed Private Wealth LLC 0.50% No change 3,315 $1.2M
Parisi Gray Wealth Management 0.41% Add +0.1% 3,314 $1.2M
Capital City Trust Co. 0.31% No change 3,308 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Add +1.5% 3,299 $1.2M
SP Asset Management LLC 0.10% No change 3,293 $1.2M
Bluespring Wealth Management, LLC 0.12% No change 3,291 $1.2M
Stegner Investment Associates Inc. 0.84% Reduce -8.4% 3,279 $1.2M
Axiom Advisory, LLC 0.01% Add +1.2% 3,328 $1.2M
Bank of New Hampshire 0.30% No change 3,230 $1.2M
Ellevest, Inc. 0.07% No change 3,220 $1.2M
Massachusetts Financial Services Co. 0.00% Add +43.4% 3,219 $1.2M
Activest Wealth Management 0.37% Reduce -0.4% 3,218 $1.2M
Berkeley Capital Partners, LLC 0.34% No change 3,216 $1.2M
Aspen Wealth Management LLC 0.37% Reduce -9.4% 3,207 $1.2M
Roberts Financial Services LLC 0.22% Reduce -2.3% 3,183 $1.2M
Pacific Financial Group Inc. 0.87% Reduce -5.6% 3,170 $1.2M
Financial Perspectives, Inc 0.41% Add +1.7% 3,168 $1.2M
Riverview Capital Advisers, LLC 0.37% Add +1.8% 3,159 $1.2M
Appleton Partners Inc. 0.09% Add +0.1% 3,144 $1.2M
WealthPLAN Partners, LLC 0.16% Reduce -4.8% 3,141 $1.2M
Parker Financial LLC 0.59% Reduce -14.3% 3,135 $1.2M
Baltimore-Washington Financial Advisors, Inc. 0.06% Add +0.4% 3,130 $1.2M
Seneca Financial Advisors LLC 0.57% Reduce -10.6% 3,130 $1.2M
Ballew Advisors, Inc 0.78% Reduce -0.6% 3,083 $1.2M
NWK Group, Inc. 0.47% Add +1.3% 3,099 $1.2M
Sharp Wealth Advisory, LLC 0.90% Reduce -10.3% 3,089 $1.2M
Rockbridge Investment Management, LCC 0.15% Add +3.2% 3,083 $1.2M
Tritonpoint Wealth, LLC 0.11% Reduce -3.1% 3,095 $1.2M
Ascentis Independent Advisors 0.18% Reduce -13.3% 3,075 $1.2M
CBIZ Investment Advisory Services, LLC 0.06% Reduce -5.4% 3,066 $1.2M
Manhattan West Asset Management, LLC 0.30% Reduce -1.8% 3,061 $1.1M
St. Clair Advisors, LLC 0.33% Add +0.2% 3,060 $1.1M
17 Capital Partners, LLC 0.75% Add +7.9% 3,055 $1.1M
Destination Wealth Management 0.04% Reduce -9.6% 3,052 $1.1M
Heartwood Wealth Advisors LLC 0.13% Reduce -0.6% 3,050 $1.1M
Argus Investors' Counsel, Inc. 0.75% Reduce -0.0% 3,046 $1.1M
AAF Wealth Management, LLC 0.58% Reduce -0.3% 3,046 $1.1M
Code Waechter LLC 1.09% — 3,040 $1.1M
Per Stirling Capital Management, LLC. 0.16% Reduce -9.2% 3,026 $1.1M
Silicon Valley Capital Partners 0.15% Add +0.2% 3,020 $1.1M
Q3 Asset Management 0.27% Add +368.2% 3,020 $1.1M
LS Investment Advisors, LLC 0.17% No change 3,016 $1.1M
Addison Advisors LLC 0.31% Reduce -5.8% 3,005 $1.1M
HFG Advisors, Inc. 1.00% No change 3,001 $1.1M
Estate Counselors, LLC 0.12% Add +0.0% 2,999 $1.1M
Geneva Partners, LLC 0.49% Add +0.8% 2,986 $1.1M
Opus Capital Group, LLC 0.14% No change 2,980 $1.1M
Goldstein Advisors, LLC 0.17% Reduce -5.8% 2,979 $1.1M
HBW Advisory Services LLC 0.16% Reduce -22.3% 2,970 $1.1M
Nations Financial Group Inc, /Ia/ 0.08% Add +14.8% 2,970 $1.1M
Lyell Wealth Management, LP 0.10% Reduce -1.8% 2,965 $1.1M
Aspen Grove Capital, LLC 0.25% Add +0.0% 2,958 $1.1M
Hemington Wealth Management 0.30% Reduce -2.2% 2,967 $1.1M
Waterfront Wealth Inc. 0.27% Reduce -10.3% 2,878 $1.1M
Ashton Thomas Securities, LLC 0.22% Reduce -10.1% 2,951 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Reduce -7.5% 2,949 $1.1M
Carnegie Investment Counsel 0.03% Add +5.9% 2,946 $1.1M
Benjamin Edwards Inc. 0.02% New 2,946 $1.1M
First Commonwealth Financial Corp 0.26% No change 2,937 $1.1M
Adero Partners, LLC 0.07% No change 2,934 $1.1M
First City Capital Management, Inc. 0.57% No change 2,929 $1.1M
Tortoise Investment Management, LLC 0.11% Add +14.7% 2,928 $1.1M
Obermeyer Wealth Partners 0.06% Reduce -6.4% 2,910 $1.1M
Zhang Financial LLC 0.07% Add +0.1% 2,903 $1.1M
Farmers & Merchants Investments Inc. 0.03% Add +0.9% 2,897 $1.1M
Interchange Capital Partners, LLC 0.39% Reduce -1.8% 2,895 $1.1M
Sand Hill Global Advisors, LLC 0.05% Add +9.4% 2,878 $1.1M
Gateway Wealth Partners, LLC 0.30% Add +10.1% 2,876 $1.1M
Rollins Financial Advisors, LLC 0.18% Reduce -8.7% 2,856 $1.1M
First Bank & Trust 0.20% Reduce -1.8% 2,855 $1.1M
Smith Salley Wealth Management 0.07% Reduce -2.6% 2,849 $1.1M
Baker Boyer National Bank 0.36% Add +0.8% 2,834 $1.1M
Evensky & Katz LLC 0.07% Reduce -6.8% 2,805 $1.1M
Galvin, Gaustad & Stein, LLC 0.10% No change 2,800 $1.1M
Hazlett, Burt & Watson, Inc. 0.48% Add +54.7% 2,777 $1.0M
Orrstown Financial Services Inc. 0.31% New 2,780 $1.0M
Cozad Asset Management Inc. 0.10% No change 2,770 $1.0M
Rossmore Private Capital 0.13% Reduce -0.3% 2,768 $1.0M
Jaffetilchin Investment Partners, LLC 0.08% Add +7.1% 2,766 $1.0M
Coastline Trust Co 0.12% Reduce -9.1% 2,765 $1.0M
RiverFront Investment Group, LLC 0.02% Add +26.7% 2,750 $1.0M
Symphony Financial, Ltd. Co. 0.17% Reduce -0.7% 2,753 $1.0M
United Bank 0.12% Reduce -6.5% 2,739 $1.0M
Chicago Capital, LLC 0.03% Add +4.6% 2,737 $1.0M
Sprinkle Financial Consultants LLC 0.73% Add +0.1% 2,726 $1.0M
Headlands Technologies LLC 0.12% Reduce -84.7% 2,721 $1.0M
Barnes Pettey Financial Advisors, LLC 0.81% No change 2,695 $1.0M
Kendall Capital Management 0.31% Reduce -18.4% 2,680 $1.0M
Smithfield Trust Co 0.05% Reduce -1.3% 2,663 $1.0M
TAGStone Capital, Inc. 0.51% Add +0.1% 2,654 $996K
Stanley-Laman Group, Ltd. 0.13% No change 2,652 $996K
Resonant Capital Advisors, LLC 0.07% Add +3.3% 2,637 $990K
Spinnaker Trust 0.06% Reduce -3.1% 2,636 $990K
Edgestream Partners, L.P. 0.04% Add +30.2% 2,636 $990K
Petredis Investment Advisors LLC 0.10% No change 2,623 $985K
Ackerman Capital Advisors, LLC 0.25% No change 2,610 $980K
Assetmark, Inc. 0.00% Add +86.5% 2,607 $979K
Wealth Architects, LLC 0.11% No change 2,606 $978K
Financial Partners Group, Inc 0.14% Reduce -0.3% 2,603 $977K
First Merchants Corp. 0.04% Add +7.1% 2,599 $976K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +29.7% 2,591 $973K
Tennessee Valley Asset Management Partners 0.16% Add +13.5% 2,536 $972K
GPS Wealth Strategies Group, LLC 0.13% Reduce -0.5% 2,589 $972K
Sunbelt Securities, Inc. 0.10% Add +4.4% 2,584 $970K
TFC Financial Management, Inc. 0.15% No change 2,577 $968K
Fortis Group Advisors, LLC 0.18% No change 2,577 $967K
Insight Advisors, LLC/ PA 0.17% Add +0.1% 2,575 $967K
Geneos Wealth Management Inc. 0.04% Reduce -3.6% 2,575 $967K
Ritholtz Wealth Management 0.03% Reduce -19.8% 2,575 $967K
Fortis Capital Advisors, LLC 0.32% Reduce -6.7% 2,574 $966K
Everett Harris & Co. 0.01% No change 2,573 $966K
Peak Planning Group, LLC 0.42% Reduce -3.0% 2,563 $962K
Compound Planning, Inc. 0.06% Reduce -17.4% 2,547 $956K
LRI Investments, LLC 0.09% Add +101.5% 2,416 $956K
Signature Wealth Management Partners, LLC 0.69% Add +0.4% 2,545 $955K
SFG Wealth Management, LLC. 0.51% Reduce -13.9% 2,545 $955K
Thrive Wealth Management, LLC 0.17% Reduce -8.8% 2,538 $953K
Collective Family Office LLC 0.26% Reduce -4.9% 2,531 $950K
Castleview Partners, LLC 0.55% Reduce -0.3% 2,530 $950K
Walkner Condon Financial Advisors LLC 0.19% Reduce -2.3% 2,527 $949K
Power Wealth Management LLC 0.40% Reduce -4.0% 2,520 $946K
Bailard, Inc. 0.02% Reduce -2.3% 2,509 $942K
Orgel Wealth Management, LLC 0.02% No change 2,490 $935K
MA Private Wealth 0.17% Reduce -5.6% 2,485 $933K
Private Capital Management LLC 0.17% Add +17.7% 2,480 $931K
Bank of Hawaii 0.04% Reduce -1.1% 2,476 $929K
Csenge Advisory Group 0.05% Add +46.5% 2,438 $926K
Wolverine Trading, LLC 0.02% Add +70.0% 2,477 $925K
First Financial Corp. 0.44% Reduce -0.7% 2,464 $925K
Bartlett & Co. Wealth Management LLC 0.01% Add +3.1% 2,463 $925K
CWA Asset Management Group, LLC 0.05% — 2,454 $921K
Madison Asset Management, LLC 0.01% Reduce -15.4% 2,440 $916K
Union Savings Bank 0.45% No change 2,424 $910K
Rothschild Wealth LLC 0.27% Add +2073.8% 17,869 $910K
Citizens & Northern Corp. 0.27% Reduce -3.9% 2,423 $910K
Wedmont Private Capital 0.05% Add +17.8% 2,452 $909K
Goldstone Financial Group, LLC 0.16% Add +4.1% 2,420 $909K
Reston Wealth Management LLC 0.33% Add +5.0% 2,416 $907K
Compton Wealth Advisory Group, LLC 0.23% No change 2,416 $907K
Family Manage LLC 0.15% No change 2,415 $907K
SageView Advisory Group, LLC 0.05% Reduce -26.9% 2,413 $906K
Prosperity Wealth Management, Inc. 0.36% Add +17.2% 2,412 $905K
Steel Grove Capital Advisors, LLC 0.13% Reduce -0.6% 2,420 $904K
Diversified, LLC 0.10% Add +3.4% 2,405 $903K
Diversified Enterprises, LLC 0.10% — 2,405 $903K
WNY Asset Management, LLC 0.11% Reduce -3.0% 2,405 $903K
Vontobel Holding Ltd. 0.00% Reduce -15.7% 2,400 $901K
Tull Financial Group, Inc. 0.55% — 2,393 $898K
Leonard Rickey Investment Advisors P.L.L.C. 0.20% Reduce -0.4% 2,385 $895K
Presilium Private Wealth, LLC 0.21% No change 2,380 $893K
First Manhattan Co. Llc. 0.00% Add +63.3% 2,366 $888K
Gotham Asset Management 0.01% No change 2,357 $885K
Beacon Capital Management, LLC 0.13% Reduce -3.5% 2,344 $880K
Strategies Wealth Advisors, LLC 0.12% Reduce -2.7% 2,343 $879K
PBMares Wealth Management LLC 0.18% Add +8.6% 2,342 $879K
Theory Financial LLC 0.39% Add +0.9% 2,348 $878K
Atwood & Palmer Inc. 0.06% No change 2,334 $876K
Verus Financial Partners, Inc. 0.10% No change 2,362 $875K
Capital Analysts, LLC 0.04% Add +55.8% 2,322 $872K
Latitude Advisors, LLC 0.49% Add +14.3% 2,322 $872K
Stockman Wealth Management, Inc. 0.14% Reduce -1.9% 2,321 $871K
Falcon Wealth Planning 0.10% Add +1.8% 2,311 $868K
Eight 31 Financial, LLC 0.67% Add +11.1% 2,308 $866K
Prosperity Planning, Inc. 0.38% No change 2,301 $864K
Coppell Advisory Solutions LLC 0.13% Reduce -20.3% 2,304 $861K
J. W. Coons Advisors, LLC 0.16% No change 2,292 $860K
Capital Investment Advisory Services, LLC 0.08% Reduce -1.6% 2,286 $858K
Strategic Blueprint, LLC 0.05% Reduce -7.4% 2,285 $858K
Mosaic Financial Group, LLC 0.61% Add +0.1% 2,283 $857K
Hamilton Point Investment Advisors, LLC 0.15% Reduce -4.2% 2,278 $855K
Personal Cfo Solutions, LLC 0.12% Reduce -44.5% 2,266 $851K
Full Sail Capital, LLC 0.05% Reduce -2.0% 2,263 $849K
Valley Wealth Managers, Inc. 0.06% Reduce -0.8% 2,261 $849K
Ledyard National Bank 0.08% No change 2,256 $847K
Little House Capital LLC 0.24% Add +1.9% 2,255 $846K
Forthright Family Wealth Advisory LLC 0.54% Add +7.3% 2,046 $845K
Elevatus Welath Management 0.28% No change 2,249 $844K
Integrity Wealth Solutions LLC 0.49% Add +0.1% 2,239 $841K
StoneX Group Inc. 0.06% Reduce -7.5% 2,239 $840K
Sightline Wealth Advisors, LLC 0.46% Add +0.1% 2,223 $835K
Lee Financial Co 0.12% Reduce -1.1% 2,219 $833K
Kavar Capital Partners Group, LLC 0.13% No change 2,219 $833K
Bristlecone Advisors, LLC 0.07% Add +35.2% 2,209 $829K
Weaver Consulting Group 0.26% No change 2,207 $828K
Harfst & Associates, Inc. 0.19% Reduce -0.2% 2,206 $828K
Larson Financial Group LLC 0.05% Reduce -71.7% 2,204 $827K
Anson Capital, Inc. 0.74% Reduce -6.2% 2,200 $826K
Bordeaux Wealth Advisors LLC 0.15% Reduce -11.7% 2,197 $825K
McIlrath & Eck, LLC 0.11% Add +34.1% 2,191 $822K
Capital Advisors Inc. 0.02% Add +25.2% 2,174 $816K
Private Wealth Advisors, LLC 0.33% No change 2,202 $815K
New Potomac Partners, LLC 0.42% No change 2,170 $815K
Burney Co./ 0.03% Reduce -8.5% 2,154 $809K
Debussy Capital Management LP 0.23% Reduce -1.6% 2,148 $806K
Enterprise Bank & Trust Co 0.26% Reduce -0.9% 2,144 $805K
GW Henssler & Associates Ltd. 0.05% Reduce -2.9% 2,144 $805K
GEM Asset Management, LLC 0.46% Reduce -22.3% 2,167 $803K
Sovereign Financial Group, Inc. 0.19% Reduce -0.3% 2,138 $803K
Parsons Capital Management Inc. 0.05% No change 2,134 $801K
Main Management LLC 0.07% No change 2,126 $798K
Meridian Financial Advisors, LLC 0.53% No change 2,119 $795K
Chilton Investment Co. Inc. 0.02% Add +26.1% 2,118 $795K
Columbia Bank 0.29% Add +18.8% 2,117 $795K
Demars Financial Group, LLC 0.36% Reduce -11.0% 2,116 $794K
UNIVEST FINANCIAL Corp 0.05% Add +162.8% 2,110 $792K
Farmers & Merchants Trust Co of Chambersburg PA 0.30% No change 2,106 $791K
Insigneo Advisory Services, LLC 0.08% Reduce -37.4% 2,107 $791K
CFS Investment Advisory Services, LLC 0.07% No change 2,093 $786K
Diversify Advisory Services, LLC 0.04% Reduce -16.3% 2,043 $786K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -5.6% 2,083 $782K
KilterHowling LLC 0.49% Add +0.1% 2,081 $781K
Insight Wealth Strategies, LLC 0.10% Reduce -28.3% 2,075 $779K
Principle Wealth Partners LLC 0.06% No change 2,070 $777K
Left Brain Wealth Management, LLC 0.36% No change 2,065 $775K
Retireful, LLC 0.57% Reduce -25.9% 2,059 $773K
Kaydan Wealth Management, Inc. 0.23% Add +0.9% 2,052 $770K
LMCG Investments, LLC 0.05% Reduce -1.1% 2,050 $770K
Stratos Investment Management, LLC 0.05% Reduce -15.6% 2,039 $766K
BIP Wealth, LLC 0.05% Add +8.6% 2,038 $765K
Pps&v Asset Management Consultants, Inc. 0.52% No change 2,036 $764K
Hubbell Strickland Wealth Management, LLC 0.36% Add +0.1% 2,032 $763K
Marino, Stram & Associates LLC 0.17% Add +1.8% 2,031 $762K
LBMC Investment Advisors, LLC 0.06% No change 2,028 $761K
Schechter Investment Advisors, LLC 0.06% No change 2,025 $760K
Benedict Financial Advisors Inc. 0.18% No change 2,023 $759K
Beaird Harris Wealth Management, LLC 0.07% Reduce -2.7% 2,020 $758K
Bremer Bank National Association 0.14% No change 2,020 $758K
JTC Employer Solutions Trustee Ltd 0.05% No change 2,016 $757K
TRUE Private Wealth Advisors 0.09% Reduce -5.2% 2,015 $756K
Sachem Hill LLC 0.15% No change 2,015 $756K
William Howard & Co Financial Advisors Inc 0.64% Add +0.1% 2,012 $755K
Ariadne Wealth Management, LP 0.41% No change 1,898 $754K
Von Berge Wealth Management Group, LLC 0.47% No change 1,930 $754K
CFO4Life Group, LLC 0.13% Add +39.4% 2,008 $754K
Nicholas Hoffman & Company, LLC. 0.03% Add +2.6% 2,003 $752K
Navis Wealth Advisors, LLC 0.81% No change 2,000 $751K
Sage Rhino Capital LLC 0.17% No change 2,000 $751K
YHB Investment Advisors, Inc. 0.06% No change 1,983 $744K
Allred Capital Management, LLC 0.29% Reduce -1.3% 1,981 $744K
Anchor Investment Management, LLC 0.07% Add +3.8% 1,977 $742K
Muirfield Wealth Advisors LLC 0.63% Add +0.1% 1,975 $741K
Coastal Bridge Advisors, LLC 0.18% No change 1,975 $741K
Klingman & Associates, LLC 0.05% No change 1,972 $740K
Vawter Financial, Ltd. 0.45% Reduce -2.4% 1,970 $739K
MMBG Investment Advisors Co. 0.08% No change 1,969 $739K
EnRich Financial Partners LLC 0.25% No change 1,968 $739K
Beese Fulmer Investment Management, Inc. 0.06% No change 1,956 $734K
West Paces Advisors Inc. 0.18% Reduce -4.9% 1,955 $734K
Wealthgarden F.S. LLC 0.71% No change 1,950 $732K
Gray Private Wealth, LLC 0.44% No change 1,948 $731K
Northwest Capital Management Inc 0.26% No change 1,940 $728K
Stonehearth Capital Management, LLC 0.29% Add +8.6% 1,936 $727K
Henrickson Nauta Wealth Advisors, Inc. 0.29% No change 1,935 $726K
Nabity-Jensen Investment Management Inc 0.55% No change 1,931 $725K
Blue Barn Wealth, LLC 0.37% Reduce -2.7% 1,931 $725K
Rosenblum Silverman Sutton S F Inc. 0.19% Add +2.5% 1,931 $725K
Gibson Capital, LLC 0.15% No change 1,930 $724K
Oak Ridge Investments LLC 0.06% No change 1,926 $723K
Lam Group, Inc. 0.51% No change 1,925 $723K
Alpine Bank Wealth Management 0.12% — 1,924 $722K
Weatherly Asset Management L. P. 0.06% No change 1,915 $719K
Cary Street Partners Asset Management LLC 0.09% Reduce -0.9% 1,914 $718K
Patten & Patten Inc. 0.05% No change 1,911 $717K
Traphagen Investment Advisors LLC 0.07% Reduce -11.8% 1,910 $717K
Integral Investment Advisors, Inc. 0.19% No change 1,902 $714K
Monterey Private Wealth, Inc. 0.24% Reduce -0.1% 1,893 $710K
Nomura Asset Management Co. Ltd. 0.00% No change 1,891 $710K
Howard Wealth Management, LLC 0.41% Reduce -0.1% 1,888 $709K
Jacobsen Capital Management 0.30% Add +0.4% 1,886 $708K
Providence First Trust Co 0.30% Add +0.1% 1,874 $704K
Creative Financial Designs Inc. 0.06% Reduce -6.3% 1,874 $704K
Steph & Co. 0.22% No change 1,870 $702K
Hanover Advisors Inc. 0.29% No change 1,869 $702K
Norden Group LLC 0.08% Add +150.3% 1,867 $701K
Cypress Financial Planning LLC 0.26% New 1,863 $699K
waypoint wealth counsel 0.47% Reduce -0.6% 1,861 $699K
S.E.E.D. Planning Group LLC 0.23% Reduce -7.5% 1,857 $697K
Flagship Private Wealth, LLC 0.36% Add +58.2% 1,857 $697K
Pinnacle Wealth Management Advisory Group, LLC 0.07% No change 1,856 $697K
Telos Capital Management, Inc. 0.07% Add +67.9% 1,855 $696K
Brogan Financial, Inc. 0.40% New 1,851 $695K
Curran Financial Partners, LLC 0.20% Reduce -1.2% 1,846 $693K
Cable Hill Partners, LLC 0.07% Reduce -5.6% 1,846 $693K
Blue Chip Partners, LLC 0.06% Add +0.2% 1,839 $690K
Oxler Private Wealth LLC 0.24% Add +0.1% 1,838 $690K
Clearbridge Investments, LLC 0.00% Reduce -4.8% 1,834 $688K
Greenhouse Wealth Management, LLC 0.46% Reduce -17.8% 1,833 $688K
LM Advisors LLC 0.14% No change 1,831 $687K
Acima Private Wealth, LLC 0.23% No change 1,829 $687K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -8.5% 1,828 $686K
Barnett & Company, Inc. 0.45% Add +1.6% 1,822 $684K
Pinion Investment Advisors, LLC 0.29% Add +8.1% 1,815 $681K
GoalVest Advisory LLC 0.20% Add +8.1% 1,815 $681K
Signature Estate & Investment Advisors LLC 0.02% Add +0.1% 1,812 $680K
Rockland Trust Co. 0.03% No change 1,810 $679K
King Wealth Management Group 0.11% No change 1,808 $679K
Alpha Cubed Investments, LLC 0.03% Reduce -9.5% 1,808 $679K
Texas Yale Capital Corp. 0.03% New 1,808 $679K
Berkeley, Inc 0.20% Add +100.0% 1,806 $678K
Taylor & Morgan Wealth Management, LLC 0.45% Add +0.6% 1,804 $677K
High Falls Advisors, Inc 0.15% Reduce -11.8% 1,803 $677K
Warner Financial, Inc. 0.30% Reduce -1.2% 1,795 $674K
Aries Wealth Management 0.19% No change 1,795 $674K
Titleist Asset Management, LLC 0.10% Reduce -9.2% 1,795 $674K
St Germain D J Co. Inc. 0.03% Reduce -9.7% 1,785 $670K
Mason Investment Advisory Services, Inc. 0.04% Reduce -0.5% 1,782 $669K
Ironwood Investment Counsel, LLC 0.11% Reduce -8.2% 1,777 $667K
Family Investment Center, Inc. 0.17% Reduce -0.4% 1,769 $664K
Bell Bank 0.08% Reduce -5.1% 1,766 $663K
Stone Summit Wealth LLC 0.21% Reduce -0.6% 1,760 $661K
Twin Peaks Wealth Advisors, LLC 0.30% Add +8.1% 1,756 $659K
Builder Investment Group Inc. 0.18% No change 1,755 $659K
Lauterbach Financial Advisors, LLC 0.40% No change 1,747 $656K
Empire Financial Management Company, LLC 0.20% No change 1,747 $656K
TCI Wealth Advisors, Inc. 0.06% Reduce -4.4% 1,745 $655K
Kovack Advisors, Inc. 0.07% Reduce -6.3% 1,739 $653K
Northwest Investment Counselors, LLC 0.15% No change 1,737 $652K
O'ROURKE & COMPANY, Inc 0.33% Reduce -0.7% 1,737 $652K
Burton Enright Welch 0.14% No change 1,733 $651K
Gitterman Wealth Management, LLC 0.27% No change 1,732 $650K
Reynders McVeigh Capital Management, LLC 0.03% Reduce -2.7% 1,733 $650K
Francis Financial, Inc. 0.17% Add +14.6% 1,731 $650K
Lodestar Private Asset Management LLC 0.08% Add +0.1% 1,719 $645K
Peninsula Wealth, LLC 0.11% No change 1,694 $644K
Heritage Investors Management Corp. 0.02% Reduce -0.4% 1,709 $642K
Kirtland Hills Capital Management, LLC 0.35% New 1,707 $641K
Cornell Pochily Investment Advisors, Inc. 0.22% No change 1,695 $636K
Vantage Financial Partners, LLC 0.16% Add +1.3% 1,695 $636K
Redmond Asset Management, LLC 0.20% Reduce -0.3% 1,694 $636K
Clarity Wealth Advisors, LLC 0.18% Reduce -4.4% 1,690 $634K
Commonwealth Retirement Investments LLC 0.26% No change 1,674 $628K
Apollon Financial, LLC 0.18% New 1,669 $627K
Charles Schwab Trust Co 0.05% No change 1,667 $626K
Matthew Goff Investment Advisor, LLC 0.12% No change 1,663 $624K
Rice Partnership, LLC 0.13% No change 1,662 $624K
Cahill Wealth Management, LLC 0.32% No change 1,659 $623K
Jentner Corp 0.19% Reduce -0.7% 1,659 $623K
Glen Eagle Advisors, LLC 0.10% No change 1,654 $621K
TNF LLC 0.22% Add +0.1% 1,626 $620K
Ardent Capital Management, Inc. 0.28% No change 1,651 $620K
Arbor Capital Management Inc. 0.58% Add +50.2% 1,666 $619K
Webster Bank, N. A. 0.07% No change 1,638 $615K
Mattern Wealth Management LLC 0.14% No change 1,637 $614K
Cordatus Wealth Management LLC 0.22% Reduce -95.6% 1,636 $614K
Poehling Capital Management, INC. 0.16% No change 1,632 $613K
Aveo Capital Partners, LLC 0.07% No change 1,630 $612K
Orin Green Financial, LLC 0.26% No change 1,630 $612K
McNamara Financial Services, Inc. 0.12% No change 1,629 $611K
Iams Wealth Management, LLC 0.30% New 1,627 $611K
S&co Inc. 0.04% No change 1,627 $610K
Hudson Capital Management LLC 0.20% No change 1,624 $610K
American Money Management, LLC 0.12% Add +1.9% 1,620 $608K
Probity Advisors, Inc. 0.12% No change 1,617 $607K
Sunpointe, LLC 0.50% Reduce -6.0% 1,615 $606K
Keebeck Wealth Management 0.09% Reduce -24.3% 1,615 $606K
VitalStone Financial, LLC 0.41% Add +3.9% 1,614 $606K
Well Done, LLC 0.11% Reduce -8.0% 1,612 $605K
Waterloo Capital, L.P. 0.07% Reduce -4.0% 1,607 $603K
Arq Wealth Advisors, LLC 0.23% No change 1,646 $602K
Dempze Nancy E 0.34% New 1,600 $601K
Mfa Wealth Advisors, LLC 0.13% No change 1,600 $601K
Sandy Cove Advisors, LLC 0.24% Reduce -6.3% 1,585 $595K
BlueSky Wealth Advisors, LLC 0.09% Reduce -4.9% 1,583 $594K
Tyche Wealth Partners LLC 0.13% Add +17.7% 1,580 $593K
ESL Trust Services, LLC 0.13% Add +12.7% 1,578 $592K
Beverly Hills Private Wealth, LLC 0.12% Reduce -0.4% 1,577 $592K
Macroview Investment Management LLC 0.58% Add +0.1% 1,575 $591K
Motco 0.06% Reduce -6.1% 1,574 $591K
Kathmere Capital Management, LLC 0.06% No change 1,574 $591K
Pettyjohn, Wood & White, Inc. 0.11% No change 1,573 $590K
Cardinal Strategic Wealth Guidance 0.19% Reduce -3.1% 1,568 $589K
Twele Capital Management, Inc. 0.12% No change 1,556 $584K
FCG Investment Co 0.38% No change 1,556 $584K
Root Financial Partners, LLC 0.09% New 1,554 $583K
Point Windward Advisors Inc. 0.22% No change 1,546 $580K
Altus Wealth Management, LLC 0.27% No change 1,543 $579K
LVM Capital Management Ltd. 0.07% No change 1,588 $579K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -31.3% 1,540 $578K
LGL Partners, LLC 0.08% Add +0.1% 1,538 $577K
Cypress Wealth Services, LLC 0.12% Add +0.1% 1,536 $577K
Moors & Cabot, Inc. 0.03% Add +2.5% 1,533 $576K
Invictus Private Wealth, LLC 0.05% Reduce -5.3% 1,530 $574K
Tyler-Stone Wealth Management 0.11% Add +100.0% 1,520 $571K
Modern Wealth Management, LLC 0.04% Reduce -32.5% 1,520 $571K
Catalyst Private Wealth, LLC 0.28% No change 1,518 $570K
Richardson Capital Management LLC 0.40% Reduce -2.2% 1,516 $569K
Journey Advisory Group, LLC 0.07% No change 1,561 $569K
Obsidian Cio, LLC 0.12% New 1,513 $568K
Professional Advisory Services Inc. 0.07% No change 1,508 $566K
Geller Advisors LLC 0.04% No change 1,501 $563K
MontVue Capital Management, Inc. 0.43% No change 1,499 $563K
Thrive Capital Management, LLC 0.26% Reduce -4.5% 1,489 $559K
Strategic Financial Concepts, LLC 0.18% Reduce -99.7% 1,482 $556K
Liberty Capital Management, Inc. 0.12% Reduce -2.6% 1,477 $554K
New Millennium Group LLC 0.36% No change 1,476 $554K
Landmark Wealth Management, LLC 0.24% New 1,474 $553K
Dagco, Inc. 0.23% Add +5.0% 1,472 $553K
RPG Investment Advisory, LLC 0.08% Reduce -10.4% 1,462 $549K
JB Capital LLC 0.03% Add +33.1% 1,455 $547K
PACK Private Wealth, LLC 0.31% No change 1,456 $547K
GGM Financial LLC 0.47% Add +0.1% 1,452 $545K
NWF Advisory Services Inc. 0.08% Reduce -0.8% 1,450 $544K
TrinityPoint Wealth, LLC 0.08% Add +11.6% 1,449 $544K
FFT Wealth Management LLC 0.04% No change 1,447 $543K
Compass Wealth Management LLC 0.13% No change 1,440 $541K
Charter Oak Capital Management, LLC 0.05% Add +7.5% 1,434 $538K
Formidable Asset Management, LLC 0.09% Reduce -7.0% 1,433 $538K
First American Trust, FSB 0.05% Add +0.9% 1,432 $538K
Precision Wealth Strategies, LLC 0.50% No change 1,432 $538K
Bragg Financial Advisors, Inc 0.02% Reduce -1.9% 1,430 $537K
MCF Advisors LLC 0.04% No change 1,429 $536K
Sfmg, LLC 0.04% Add +76.6% 1,429 $536K
Peachtree Investment Partners, LLC 0.20% Add +0.1% 1,424 $535K
Peoples Bank 0.27% Add +57.0% 1,424 $535K
Royal Harbor Partners, LLC 0.21% No change 1,423 $534K
Pathway Financial Advisors LLC 0.14% Reduce -37.3% 1,419 $533K
GW&K Investment Management, LLC 0.00% Reduce -7.5% 1,418 $532K
Princeton Global Asset Management LLC 0.10% New 1,416 $532K
Hartford Financial Management Inc. 0.11% No change 1,412 $530K
Alliance Wealth Advisors, LLC 0.30% No change 1,407 $528K
Olde Wealth Management, LLC 0.19% No change 1,405 $527K
Kowal Investment Group, LLC 0.10% New 1,402 $526K
Dechtman Wealth Management, LLC 0.11% Add +0.1% 1,399 $525K
Eastern Bank 0.01% New 1,393 $523K
Russell Investments Group, Ltd. 0.00% Add +1.9% 1,391 $522K
Heritage Investment Group, Inc. 0.10% No change 1,389 $521K
4Thought Financial Group Inc. 0.32% Reduce -67.4% 1,384 $519K
Executive Wealth Management, LLC 0.04% New 1,380 $518K
360 Financial, Inc. 0.19% No change 1,374 $516K
Gilbert & Cook, Inc. 0.07% Reduce -2.8% 1,367 $513K
Old Port Advisors 0.14% Reduce -32.4% 1,365 $512K
Nia Impact Advisors, LLC 0.17% No change 1,363 $512K
Alpha Financial Advisors, LLC 0.23% Reduce -0.9% 1,362 $511K
Safeguard Investment Advisory Group, LLC 0.15% Add +89.9% 1,360 $511K
Presidio Capital Management, LLC 0.33% New 1,359 $510K
Mosley Wealth Management 0.35% Reduce -0.2% 1,326 $509K
REDW Wealth LLC 0.13% Add +0.2% 1,355 $509K
Family Firm, Inc. 0.11% Add +0.1% 1,352 $508K
Colonial Trust Advisors 0.04% No change 1,352 $508K
Wealth Management Partners, LLC 0.23% Reduce -3.8% 1,350 $507K
Bourgeon Capital Management LLC 0.10% No change 1,350 $507K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.2% 1,349 $506K
Reliant Wealth Planning 0.22% No change 1,347 $506K
BKM Wealth Management, LLC 0.21% Add +34.7% 1,344 $505K
Horizon Investment Services, LLC 0.22% New 1,342 $504K
Mission Creek Capital Partners, Inc. 0.12% New 1,336 $502K
Accent Capital Management, LLC 0.29% Reduce -7.0% 1,332 $500K
North Star Investment Management Corp. 0.03% No change 1,331 $500K
Campbell Wealth Management 0.04% New 1,329 $499K
Criterion Capital Advisors, LLC 0.31% No change 1,365 $498K
Boston Family Office LLC 0.03% No change 1,322 $496K
Financial Guidance Group, Inc. 0.29% Reduce -1.5% 1,320 $496K
Nilsine Partners, LLC 0.06% No change 1,313 $493K
Naviter Wealth, LLC 0.07% No change 1,309 $491K
D.B. Root & Company, LLC 0.16% No change 1,308 $491K
DecisionPoint Financial, LLC 0.16% No change 1,308 $491K
Element Wealth, LLC 0.26% Reduce -1.5% 1,306 $490K
Lakeridge Wealth Management LLC 0.27% Add +0.1% 1,304 $490K
Voisard Asset Management Group, Inc. 0.20% No change 1,303 $489K
Strategy Asset Managers LLC 0.09% Add +48.5% 1,302 $489K
IAG Wealth Partners, LLC 0.09% Add +29.5% 1,300 $488K
Secure Asset Management, LLC 0.08% Add +71.3% 1,295 $486K
Sugarloaf Wealth Management, LLC 0.08% No change 1,293 $485K
MSH Capital Advisors LLC 0.15% Add +0.1% 1,293 $485K
BancFirst Trust & Investment Management 0.16% Reduce -4.4% 1,295 $484K
Braun Stacey Associates Inc. 0.02% Reduce -15.8% 1,271 $477K
Eagle Bay Advisors LLC 0.18% No change 1,270 $477K
Legacy Private Trust Co. 0.03% Reduce -0.8% 1,270 $477K
ZWJ Investment Counsel Inc. 0.02% Add +4.5% 1,268 $476K
Trust Co. of Vermont 0.02% Add +8.9% 1,264 $474K
Legacy Wealth Management, LLC 0.03% No change 1,260 $473K
Klingenstein Fields & Co. LP 0.02% No change 1,257 $472K
Portland Global Advisors LLC 0.06% New 1,257 $472K
Naples Global Advisors, LLC 0.04% No change 1,255 $471K
Global Wealth Management Investment Advisory, Inc. 0.10% No change 1,245 $467K
Harbor Group, Inc. 0.11% Reduce -5.8% 1,241 $466K
World Equity Group, Inc. 0.17% Add +44.7% 1,236 $464K
German American Bancorp, Inc. 0.05% No change 1,235 $464K
Patrick M Sweeney & Associates, Inc. 0.34% Add +0.5% 1,232 $462K
Cassia Capital Partners, LLC 0.30% No change 1,229 $461K
Mayflower Financial Advisors, LLC 0.07% Add +52.3% 1,229 $461K
Guerra Pan Advisors, LLC 0.37% No change 1,225 $460K
ORG Partners LLC 0.07% Reduce -48.4% 1,220 $459K
Dana Investment Advisors, Inc. 0.02% No change 1,221 $458K
Northstar Asset Management Inc. 0.11% No change 1,215 $456K
Anderson Hoagland & Co. 0.05% No change 1,217 $456K
Paradigm, Strategies in Wealth Management, LLC 0.30% No change 1,211 $455K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% No change 1,211 $455K
Hiley Hunt Wealth Management 0.26% No change 1,205 $452K
Gordian Advisors LLC 0.36% No change 1,204 $452K
Beach Investment Counsel Inc. 0.06% Reduce -11.1% 1,200 $450K
Royal Fund Management, LLC 0.03% New 1,191 $449K
HRC Wealth Management, LLC 0.29% Reduce -0.8% 1,197 $449K
Quantum Private Wealth, LLC 0.15% Add +8.1% 1,197 $449K
Rappaport Reiches Capital Management, LLC 0.12% No change 1,191 $447K
Liberty Wealth Management LLC 0.08% Reduce -20.3% 1,188 $446K
MIdWestOne Financial Group, Inc. 0.06% Reduce -2.2% 1,186 $445K
Hollow Brook Wealth Management LLC 0.13% New 1,185 $445K
Hollencrest Capital Management 0.02% No change 1,185 $445K
National Wealth Management Group, LLC 0.30% New 1,179 $443K
Hill Island Financial LLC 0.13% New 1,173 $440K
Financial Consulate, Inc. 0.12% No change 1,171 $440K
Westfield Capital Management Co. LP 0.00% New 1,161 $436K
Aire Advisors, LLC 0.10% Add +0.2% 1,159 $435K
Clarity Capital Partners LLC 0.26% Reduce -3.6% 1,157 $434K
Fort Sheridan Advisors LLC 0.07% Add +1.9% 1,156 $434K
Madison Wealth Partners, Inc 0.13% Reduce -0.4% 1,156 $434K
Heritage Wealth Management, Inc. 0.39% Reduce -3.5% 1,155 $434K
Bfsg, LLC 0.05% No change 1,152 $432K
Marks Group Wealth Management, Inc 0.04% Reduce -1.5% 1,147 $431K
Centaurus Financial, Inc. 0.03% Reduce -1.0% 1,145 $430K
Accurate Wealth Management, LLC 0.09% Reduce -20.0% 1,131 $430K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -1.2% 1,140 $428K
Torray Investment Partners LLC 0.06% Reduce -12.3% 1,138 $427K
Sandbox Financial Partners, LLC 0.15% Add +4.7% 1,138 $427K
IRON Financial LLC 0.23% No change 1,129 $424K
Stuart Chaussee & Associates, Inc. 0.11% No change 1,129 $424K
Transform Wealth, LLC 0.03% Add +21.6% 1,127 $423K
Independent Advisor Alliance 0.02% Add +8.4% 1,125 $422K
Romano Brothers and Company 0.05% No change 1,123 $422K
CIC Wealth, LLC 0.11% No change 1,119 $420K
Net Worth Advisory Group 0.12% — 1,117 $419K
City State Bank 0.15% Reduce -0.9% 1,116 $419K
Platform Technology Partners 0.13% Add +81.9% 1,115 $418K
Prestige Wealth Management Group LLC 0.09% Reduce -0.6% 1,113 $418K
Elk River Wealth Management LLC 0.08% Add +23.5% 1,113 $418K
Northwest Bancshares, Inc. 0.07% Reduce -2.4% 1,109 $416K
NBT Bank, N.A. 0.03% No change 1,107 $416K
Cooper/Haims Advisors, LLC 0.23% Add +61.1% 1,107 $415K
LCNB Corp. 0.15% No change 1,107 $415K
Operose Advisors LLC 0.13% Add +21.9% 1,103 $414K
Penney Financial, LLC 0.28% No change 1,103 $414K
Pinnacle Bancorp, Inc. 0.11% Reduce -1.4% 1,099 $413K
Center for Financial Planning, Inc. 0.06% No change 1,098 $412K
Greenwich Wealth Management LLC 0.03% Reduce -4.9% 1,097 $412K
One Wealth Management Investment & Advisory Services, LLC 0.72% Reduce -1.1% 1,097 $412K
Bright Futures Wealth Management, LLC. 0.20% No change 1,068 $411K
BetterWealth, LLC 0.12% Add +0.1% 1,095 $411K
Davidson Trust Co. 0.21% Add +3.8% 1,093 $410K
Fca Corp. 0.12% No change 1,085 $407K
Bank of Stockton 0.12% Reduce -0.5% 1,085 $407K
First Nebraska Trust Co 0.04% No change 1,083 $407K
First Command Advisory Services, Inc. 0.00% No change 1,083 $407K
Skyline Advisors, Inc. 0.17% Add +0.1% 1,082 $406K
JNBA Financial Advisors 0.04% No change 1,082 $406K
Daymark Wealth Partners, LLC 0.02% Add +19.1% 1,080 $406K
Sage Capital Advisors,llc 0.11% No change 1,079 $405K
Northwest Quadrant Wealth Management, LLC 0.09% Add +0.1% 1,078 $405K
AQR Capital Management 0.00% Add +95.8% 1,077 $404K
Meeder Advisory Services, Inc. 0.03% Add +8.8% 1,076 $404K
Roberts Glore & Co. Inc. 0.12% No change 1,076 $404K
PCA Investment Advisory Services Inc. 0.19% Add +4.7% 1,073 $403K
Intelligence Driven Advisers, LLC 0.06% Add +6.0% 1,073 $403K
Community Financial Services Group, LLC 0.08% Add +8.0% 1,069 $401K
Tandem Capital Management Corp. 0.21% Reduce -3.2% 1,068 $401K
Headinvest, LLC 0.07% Add +6.4% 1,068 $401K
Texas Capital Bancshares Inc 0.16% No change 1,067 $401K
Drucker Wealth 3.0, LLC 0.10% No change 1,067 $401K
GFG Capital, LLC 0.16% Reduce -57.5% 1,542 $400K
W1M Investment Management Ltd 0.01% No change 1,066 $400K
New Perspectives, Inc 0.21% No change 1,057 $397K
Ashford Capital Management Inc. 0.05% Reduce -6.7% 1,052 $395K
Optimum Investment Advisors 0.17% Reduce -4.5% 1,051 $395K
Harbor Advisory Corp. 0.13% No change 1,050 $394K
Washington Trust Bank 0.04% Add +36.9% 1,047 $393K
River Wealth Advisors LLC 0.05% Reduce -7.4% 1,043 $392K
Painted Porch Advisors LLC 0.20% Add +1724.6% 1,040 $390K
JBR Co Financial Management Inc 0.25% Reduce -1.0% 1,037 $389K
Uptick Partners, LLC 0.16% Add +44.0% 1,037 $389K
Kolinsky Wealth Management, LLC 0.25% Reduce -15.8% 1,033 $388K
Piscataqua Savings Bank 0.33% Reduce -5.5% 1,031 $387K
Beacon Bank & Trust 0.09% No change 1,030 $387K
Scientech Research LLC 0.08% Reduce -8.0% 1,027 $386K
Arvest Investments, Inc. 0.06% Add +0.1% 1,026 $385K
Carson Advisory Inc. 0.24% Add +29.1% 1,026 $385K
Kingfisher Capital LLC 0.09% Add +0.1% 1,025 $385K
Capital Insight Partners, LLC 0.07% Reduce -1.0% 1,025 $385K
Prio Wealth Limited Partnership 0.01% No change 1,025 $385K
FourThought Financial Partners, LLC 0.05% Add +0.2% 1,025 $385K
McElhenny Sheffield Capital Management, LLC 0.13% New 1,023 $384K
Abner Herrman & Brock LLC 0.05% No change 1,022 $384K
Neumann Capital Management, LLC 0.13% No change 1,022 $384K
First National Bank of Hutchinson 0.25% No change 1,020 $383K
Berger Financial Group, Inc 0.03% New 1,019 $382K
Sage Private Wealth Group, LLC 0.30% Add +19.1% 1,016 $381K
Wealthquest Corp 0.03% No change 1,027 $380K
Montis Financial, LLC 0.14% Reduce -2.9% 1,012 $380K
One Day In July LLC 0.04% Add +4.7% 1,010 $379K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $378K
Scarborough Advisors, LLC 0.06% New 1,006 $377K
Oder Investment Management, LLC 0.32% Reduce -1.5% 1,002 $376K
Peak Financial Advisors LLC 0.19% Add +2.0% 1,001 $376K
Integris Wealth Management, LLC 0.10% No change 1,000 $375K
Brophy Wealth Management, LLC 0.13% — 999 $375K
Vision Capital Management, Inc. 0.05% Add +3.2% 999 $375K
Fusion Family Wealth, LLC 0.03% No change 997 $374K
Facet Wealth, Inc. 0.01% Add +16.9% 991 $373K
LPWM LLC 0.12% Add +0.7% 1,007 $373K
F/m Investments LLC 0.01% No change 994 $373K
First County Bank 0.18% Add +43.3% 993 $373K
Chemistry Wealth Management LLC 0.09% Add +4.3% 993 $373K
Country Trust Bank 0.01% No change 993 $373K
Aspire Private Capital, LLC 0.09% No change 992 $372K
Values Added Financial LLC 0.23% No change 990 $372K
Covenant Asset Management, LLC 0.08% No change 985 $370K
Blue Fin Capital, Inc. 0.07% No change 969 $364K
ERn Financial, LLC 0.06% Reduce -9.0% 967 $363K
One Charles Private Wealth Services, LLC 0.14% Reduce -1.3% 964 $362K
Armstrong Advisory Group, Inc. 0.03% No change 962 $361K
Broadleaf Partners, LLC 0.09% No change 957 $359K
WBH Advisory Inc. 0.03% Add +73.8% 956 $359K
Pacific Sun Financial Corp 0.20% Add +6.0% 953 $358K
Patriot Investment Management Group, Inc. 0.03% No change 949 $356K
Abacus Planning Group, Inc. 0.06% Reduce -0.1% 948 $356K
Adell Harriman & Carpenter Inc. 0.03% No change 946 $355K
Capital Management Associates, Inc 0.14% Add +41.1% 944 $354K
Stonebrook Private Inc. 0.09% Reduce -20.5% 942 $354K
Cove Private Wealth, LLC 0.28% Add +5.7% 935 $351K
Strategic Wealth Partners, Ltd. 0.03% Add +0.3% 931 $349K
McCarthy & Cox 0.13% No change 929 $349K
Black Diamond Financial, LLC 0.06% No change 924 $347K
Cardinal Point Capital Management ULC 0.06% No change 923 $346K
Freedom Investment Management, Inc. 0.03% New 922 $346K
OneAscent Wealth Management LLC 0.13% New 921 $346K
Round Rock Advisors LLC 0.08% No change 921 $346K
SK Wealth Management, LLC 0.18% — 843 $346K
Commons Capital, LLC 0.38% No change 918 $345K
Monument Capital Management 0.10% No change 917 $344K
Lionsbridge Wealth Management LLC 0.27% No change 916 $344K
Arcadia Investment Advisors LLC 0.18% No change 913 $343K
Signal Advisors Wealth, LLC 0.05% New 911 $342K
Sather Financial Group Inc 0.02% Reduce -33.3% 910 $342K
IMA Advisory Services, Inc. 0.07% New 910 $342K
Carmichael Hill & Associates, Inc. 0.13% Reduce -8.7% 909 $341K
Matisse Capital 0.17% Add +18.7% 907 $340K
Ironwood Investment Management LLC 0.17% No change 906 $340K
Five Oceans Advisors 0.16% New 898 $337K
Gemmer Asset Management LLC 0.03% No change 896 $336K
Trek Financial, LLC 0.03% Reduce -6.4% 894 $336K
LongView Wealth Management 0.11% Add +1.9% 892 $335K
Private Management Group Inc. 0.01% Reduce -2.2% 890 $334K
Blue Zone Wealth Advisors, LLC 0.10% New 889 $334K
Clean Yield Group 0.11% No change 888 $333K
Aureus Asset Management, LLC 0.02% No change 888 $333K
JGP Wealth Management, LLC 0.04% No change 885 $332K
Measured Wealth Private Client Group, LLC 0.11% Reduce -20.9% 883 $331K
Lakeshore Financial Planning, Inc. 0.15% Add +8.9% 882 $331K
Patton Albertson Miller Group, LLC 0.04% Reduce -1.1% 880 $330K
Strategic Financial Partners, Ltd. 0.17% Reduce -13.7% 879 $330K
Abbot Financial Management, Inc. 0.17% Reduce -16.4% 878 $330K
49 Wealth Management, LLC 0.05% Add +32.8% 874 $328K
Phillips Financial Management, LLC 0.03% No change 874 $328K
Summit Investment Advisory Services, LLC 0.17% Reduce -95.2% 873 $328K
Grey Ledge Advisors, LLC 0.08% Reduce -8.3% 870 $327K
Lake Street Private Wealth, LLC 0.05% Reduce -63.1% 869 $326K
ABLE Financial Group, LLC 0.10% Add +3.0% 869 $326K
RB Capital Management, LLC 0.08% Add +0.1% 868 $326K
Advisory Alpha, LLC 0.01% Reduce -1.7% 865 $325K
Heritage Family Offices, LLP 0.17% Reduce -15.8% 860 $323K
Centerpoint Advisors, LLC 0.11% No change 854 $321K
Riversedge Advisors, LLC 0.07% Reduce -1.4% 848 $318K
Orion Capital Management LLC 0.15% Add +4.4% 846 $318K
Shepherd Financial Partners LLC 0.04% No change 843 $317K
Bigelow Investment Advisors, LLC 0.14% Reduce -12.2% 843 $316K
Lokken Investment Group LLC 0.13% Reduce -6.8% 840 $315K
Shufro Rose & Co. LLC 0.03% No change 864 $315K
Graves Light Lenhart Wealth, Inc. 0.04% No change 838 $315K
Millennium Capital Advisors, LLC 0.21% No change 837 $314K
Goodwin Investment Advisory 0.14% No change 836 $314K
Foster & Motley Inc. 0.02% No change 835 $313K
Cedar Wealth Management, LLC 0.10% No change 832 $312K
Janney Capital Management LLC 0.02% No change 826 $310K
Aspect Partners, LLC 0.17% No change 825 $310K
Precedent Wealth Partners, LLC 0.10% No change 825 $310K
Planning Center, Inc. 0.04% No change 823 $309K
Solutions 4 Wealth, Ltd 0.60% Add +31.1% 823 $309K
M3 Advisory Group, LLC 0.23% No change 821 $308K
Parker Investment Management, LLC 0.05% No change 821 $308K
Guyasuta Investment Advisors Inc. 0.02% Reduce -3.6% 820 $308K
Baker Tilly Wealth Management, LLC 0.14% Add +4.5% 819 $307K
Prospect Financial Services LLC 0.19% Reduce -1.2% 816 $306K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% No change 815 $306K
First Bancorp, Inc 0.21% New 815 $306K
Wilson & Boucher Capital Management, LLC 0.21% New 815 $306K
DRW Securities, LLC 0.02% Add +6.5% 815 $306K
Redwood Financial Network Corp 0.24% Add +6.8% 811 $305K
Columbia Asset Management 0.05% No change 810 $304K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -3.2% 808 $303K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 807 $303K
Tiller Private Wealth, Inc. 0.13% No change 806 $303K
Grandfield & Dodd, LLC 0.02% No change 804 $302K
High Net Worth Advisory Group LLC 0.08% Reduce -2.3% 803 $301K
Northwest Financial Advisors 0.24% Add +21.1% 803 $301K
Edge Financial Advisors LLC 0.27% New 801 $301K
Pure Portfolios Holdings LLC 0.11% — 801 $301K
Newton One Investments LLC 0.12% Reduce -2.2% 801 $301K
Vertex Planning Partners, LLC 0.07% No change 800 $300K
Litman Gregory Wealth Management LLC 0.02% No change 791 $297K
Prepared Retirement Institute LLC 0.18% No change 790 $297K
Cape Cod Five Cents Savings Bank 0.03% Reduce -4.5% 790 $297K
Sonora Investment Management Group, LLC 0.02% New 788 $296K
Austin Asset Management Co Inc 0.06% No change 788 $296K
Fort Point Capital Partners LLC 0.04% Reduce -3.7% 787 $295K
Qube Research & Technologies Ltd 0.00% Reduce -86.3% 787 $295K
Eastover Investment Advisors LLC 0.14% No change 782 $294K
Fiera Capital Corp 0.00% Reduce -4.3% 782 $294K
Chilton Capital Management LLC 0.01% Reduce -16.2% 780 $293K
Cornerstone Management, Inc. 0.06% No change 778 $292K
Astoria Portfolio Advisors LLC. 0.10% Add +36.5% 766 $291K
Auxano Advisors, LLC 0.08% Reduce -1.1% 774 $291K
Halbert Hargrove Global Advisors, LLC 0.02% Reduce -37.9% 773 $290K
Foster Group, Inc. 0.01% Add +10.0% 772 $290K
Boston Research & Management Inc. 0.07% No change 772 $290K
Marietta Investment Partners LLC 0.06% Reduce -1.1% 771 $289K
Parcion Private Wealth LLC 0.02% New 770 $289K
Fragasso Financial Advisors Inc 0.02% Reduce -1.8% 768 $288K
Emergent Wealth Advisors, LLC 0.21% Add +0.1% 768 $288K
Roundview Capital LLC 0.02% No change 766 $288K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -17.0% 762 $286K
Hobbs Group Advisors, LLC 0.10% No change 753 $283K
Brave Asset Management Inc. 0.07% No change 752 $282K
Legacy Bridge, LLC 0.15% No change 750 $282K
Creative Capital Management Investments LLC 0.12% No change 750 $282K
MGB Wealth Management, LLC 0.10% No change 750 $280K
Lion Street Advisors, LLC 0.10% Reduce -14.4% 743 $279K
Davidson Investment Advisors 0.01% Add +17.4% 743 $279K
AA Financial Advisors, LLC 0.08% New 741 $278K
First National Bank & Trust Co. of Newtown 0.05% No change 741 $278K
Baugh & Associates, LLC 0.14% Reduce -6.3% 740 $278K
Certus Wealth Management, LLC 0.19% No change 739 $277K
Novare Capital Management LLC 0.02% No change 738 $277K
Aurora Private Wealth, Inc. 0.22% Add +0.1% 739 $277K
Boston Common Asset Management, LLC 0.01% No change 738 $277K
Ulland Investment Advisors, LLC 0.21% Reduce -13.0% 735 $276K
Mayfair Advisory Group, LLC 0.17% Add +14.3% 735 $275K
Horizons Wealth Management 0.21% No change 732 $275K
Basepoint Wealth LLC 0.20% Add +1.3% 731 $275K
Avondale Wealth Management 0.18% No change 725 $272K
Buttonwood Financial Advisors Inc. 0.12% New 725 $272K
Andina Capital Management, LLC 0.21% Reduce -75.4% 724 $272K
J. Safra Sarasin Holding AG 0.00% No change 727 $272K
Fortitude Family Office, LLC 0.11% No change 723 $271K
MainStreet Investment Advisors LLC 0.04% No change 723 $271K
Trivium Point Advisory, LLC 0.04% Add +3.5% 681 $271K
Federation des caisses Desjardins du Quebec 0.00% Reduce -3.1% 721 $271K
LaFleur & Godfrey LLC 0.04% No change 720 $270K
Jim Saulnier & Associates, LLC 0.26% — 719 $270K
TD Capital Management LLC 0.03% No change 717 $269K
L.M. Kohn & Company 0.07% Reduce -8.0% 717 $269K
LaSalle St. Investment Advisors, LLC 0.11% New 717 $269K
Williams Jones Wealth Management, LLC. 0.00% Reduce -4.3% 715 $268K
Jamison Private Wealth Management, Inc. 0.04% No change 714 $268K
WealthTrust Axiom LLC 0.08% No change 714 $268K
Morton Brown Family Wealth, LLC 0.09% Add +0.4% 712 $267K
Inspirion Wealth Advisors, LLC 0.04% Reduce -37.1% 711 $267K
RVW Wealth, LLC 0.02% No change 708 $266K
Trust Co 0.03% Reduce -0.3% 707 $265K
Sequent Asset Management, LLC 0.13% No change 700 $263K
Morse Asset Management, Inc 0.06% No change 700 $263K
Main Street Research LLC 0.02% Reduce -7.8% 695 $261K
Aldebaran Financial Inc. 0.31% No change 694 $261K
Andrews, Lucia Wealth Management LLC 0.18% Reduce -50.0% 711 $259K
Affinity Wealth Management LLC 0.05% No change 690 $259K
Prosperity Financial Group, Inc. 0.15% Reduce -5.4% 688 $258K
HCR Wealth Advisors 0.03% Add +11.3% 687 $258K
New Century Financial Group, LLC 0.09% New 687 $258K
Oak Harvest Investment Services 0.04% Add +0.1% 687 $258K
Aspen Investment Management Inc 0.12% No change 680 $255K
Acorn Financial Advisory Services Inc. 0.05% No change 679 $255K
Strata Wealth Advisors, LLC 0.08% No change 678 $255K
Trexquant Investment LP 0.00% New 677 $254K
Keystone Financial Group 0.03% New 674 $253K
Pacific Center for Financial Services 0.07% No change 673 $253K
Indie Asset Partners, LLC 0.19% No change 672 $252K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +2.9% 670 $252K
Capital Investment Counsel, LLC 0.04% No change 669 $251K
Robinswood Financial LLC 0.09% Add +0.1% 668 $251K
Standard Family Office LLC 0.30% No change 668 $251K
Old Second National Bank of Aurora 0.06% Reduce -7.5% 667 $250K
Cetera Trust Company, N.A 0.15% No change 666 $250K
Investors Research Corp 0.05% No change 664 $249K
IFS Advisors, LLC 0.20% Reduce -7.3% 662 $249K
Bowman & Co S.C. 0.13% Add +0.1% 661 $248K
Collaborative Wealth Managment Inc. 0.11% No change 658 $247K
Canopy Partners, LLC 0.11% No change 657 $247K
Advus Financial Partners, LLC 0.07% Add +5.2% 652 $245K
Horst & Graben Wealth Management LLC 0.04% Reduce -37.9% 652 $245K
Security Financial Services, INC. 0.05% No change 649 $244K
Traynor Capital Management, Inc. 0.02% Add +5.0% 648 $243K
Southeast Asset Advisors, LLC 0.03% No change 646 $242K
HM Payson & Co. 0.00% No change 645 $242K
Howard Financial Services, LTD. 0.03% No change 643 $242K
All Terrain Financial Advisors, LLC 0.09% No change 643 $241K
Fiduciary Group, LLC 0.02% No change 641 $241K
Aspire Wealth Management Corp 0.13% No change 640 $240K
Accel Wealth Management 0.09% New 637 $239K
Valtinson Bruner Financial Planning LLC 0.08% Add +4.9% 637 $239K
Global Assets Advisory, LLC 0.13% No change 643 $238K
Retirement Solution LLC 0.06% New 631 $237K
Stephen J. Garry & Associates, LLC 0.22% No change 630 $236K
Meridian Investment Counsel Inc. 0.07% No change 630 $236K
Montz Harcus Wealth Management LLC 0.14% Add +0.2% 627 $235K
44 Wealth Management LLC 0.08% — 620 $235K
Act Wealth Management, LLC 0.10% No change 625 $235K
Melfa Wealth Management, Inc. 0.15% No change 625 $235K
Bay Rivers Group 0.12% No change 624 $234K
Powell Investment Advisors, LLC 0.11% No change 624 $234K
Gill Capital Partners, LLC 0.08% Reduce -0.9% 623 $234K
Wealth Alliance, LLC 0.03% Reduce -45.9% 623 $234K
Callan Capital, LLC 0.02% Reduce -4.6% 622 $234K
Kelman-Lazarov, Inc. 0.04% Reduce -19.8% 619 $232K
Moody LYNN Lieberson & Walker, LLC 0.01% No change 618 $232K
Philadelphia Trust Co. 0.02% No change 616 $231K
MKT Advisors LLC 0.11% No change 621 $230K
Kelleher Financial Advisors 0.09% No change 613 $230K
Wolff Wiese Magana LLC 0.16% Add +213.8% 612 $230K
Smith Chas P & Associates Pa Cpas 0.01% No change 610 $229K
TPG Advisors LLC 0.18% No change 610 $229K
Exchange Capital Management, Inc. 0.04% No change 610 $229K
Holderness Investments Co. 0.05% Add +0.2% 610 $229K
Oxbow Advisors, LLC 0.02% Reduce -5.2% 608 $228K
Cornerstone National Bank & Trust Co 0.10% Reduce -18.2% 606 $227K
RDA Financial Network 0.07% No change 604 $227K
1776 Wealth LLC 0.10% No change 603 $226K
Vestor Capital, LLC 0.02% No change 601 $226K
Werba Rubin Papier Wealth Management 0.05% No change 602 $226K
Portfolio Design Labs, LLC 0.06% New 602 $226K
Garrett Wealth Advisory Group, LLC 0.06% No change 602 $226K
Register Financial Advisors LLC 0.12% Add +0.2% 600 $225K
Tompkins Financial Corp. 0.02% No change 600 $225K
Eagle Ridge Investment Management 0.02% No change 600 $225K
Cobblestone Capital Advisors LLC 0.01% Reduce -32.2% 600 $225K
Noesis Capital Mangement Corp. 0.04% New 598 $224K
Benin Management CORP 0.06% No change 596 $224K
Jane Street Group, LLC 0.00% Reduce -98.5% 595 $223K
LVW Advisors, LLC 0.03% Reduce -0.5% 589 $221K
Annapolis Financial Services, LLC 0.07% Add +6.9% 588 $221K
First National Bank of Omaha 0.01% Reduce -17.5% 588 $221K
Kellett Wealth Advisors, LLC 0.16% Add +0.2% 585 $220K
Everstar Asset Management, LLC 0.15% — 585 $220K
Kestra Investment Management, LLC 0.01% New 585 $220K
New England Professional Planning Group Inc. 0.11% No change 584 $219K
CVA Family Office, LLC 0.04% No change 584 $219K
TCFG Wealth Management, LLC 0.11% — 577 $217K
Amara Financial, Llc. 0.21% — 577 $216K
Boston Trust Walden Corp 0.00% No change 575 $216K
Bank of Marin 0.17% No change 573 $215K
Vident Advisory, LLC 0.01% New 573 $215K
Vickerman Investment Advisors, Inc. 0.06% No change 572 $215K
TFG Advisers LLC 0.08% Add +0.2% 572 $215K
Afg Fiduciary Services Limited Partnership 0.14% No change 563 $214K
American National Bank & Trust 0.03% Reduce -3.4% 569 $214K
HTLF Bank 0.02% No change 569 $214K
Cassady Schiller Wealth Management, LLC 0.08% Add +10.5% 567 $213K
Burns Matteson Capital Management, LLC 0.12% No change 566 $212K
Childress Capital Advisors, LLC 0.06% No change 566 $212K
Lazari Capital Management, Inc. 0.09% Add +0.2% 565 $212K
Advisory Services & Investments, LLC 0.14% No change 564 $212K
Richard P Slaughter Associates Inc 0.05% New 564 $212K
Harmony Asset Management LLC 0.08% New 561 $211K
Strait & Sound Wealth Management LLC 0.10% Reduce -75.0% 560 $210K
CWC Advisors, LLC. 0.21% — 559 $210K
Sugar Maple Asset Management, LLC 0.18% No change 559 $210K
West Branch Capital LLC 0.07% No change 557 $209K
Focused Wealth Management, Inc 0.03% Add +0.2% 552 $207K
Arbor Wealth Advisors LLC 0.19% No change 550 $206K
Jackson Thornton Wealth Management, LLC 0.03% No change 550 $206K
Sheaff Brock Investment Advisors, LLC 0.02% New 547 $205K
FinTrust Capital Advisors, LLC 0.03% No change 546 $205K
Chesapeake Wealth Management 0.07% New 545 $205K
Evernest Financial Advisors, LLC 0.06% New 545 $205K
Sicart Associates LLC 0.07% New 544 $204K
Wrapmanager Inc. 0.05% Reduce -40.1% 543 $204K
Fielder Capital Group LLC 0.07% New 542 $203K
BLB&B Advisors, LLC 0.01% New 539 $202K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 535 $201K
Shelton Wealth Management, LLC 0.11% New 534 $200K
Strategic Advisors LLC 0.04% New 534 $200K
180 Wealth Advisors, LLC 0.03% Reduce -4.6% 534 $200K
DSM Capital Partners LLC 0.00% New 532 $200K
Baldwin Wealth Partners LLC 0.01% No change 530 $199K
PFG Private Wealth Management, LLC 0.11% Add +19.6% 526 $197K
Mb, Levis & Associates, LLC 0.10% Add +0.2% 525 $197K
Core Alternative Capital 0.04% No change 519 $195K
Olistico Wealth, LLC 0.12% No change 516 $194K
Global Wealth Strategies & Associates 0.06% Add +4.3% 515 $193K
Future Financial Wealth Managment LLC 0.13% Reduce -13.7% 503 $189K
Fairscale Capital, LLC 0.16% No change 501 $188K
Arcadia Investment Management Corp. 0.03% Reduce -0.8% 500 $188K
Kiely Wealth Advisory Group, Inc. 0.12% No change 466 $186K
Kennebec Savings Bank 0.18% — 491 $184K
Front Row Advisors LLC 0.07% No change 488 $183K
First PREMIER Bank 0.05% No change 483 $182K
Clear Point Advisors Inc. 0.14% No change 468 $176K
WealthCollab, LLC 0.11% No change 462 $173K
Financial Gravity Companies, Inc. 0.05% — 451 $169K
Horrell Capital Management, Inc. 0.05% No change 450 $169K
Legacy Investment Solutions, LLC 0.10% — 423 $169K
Legacy Wealth Managment, LLC 0.10% — 423 $169K
Bear Mountain Capital, Inc. 0.07% Reduce -1.1% 437 $166K
Arjuna Capital 0.04% No change 431 $162K
SJS Investment Consulting Inc. 0.03% Add +16.4% 425 $160K
Pineridge Advisors LLC 0.06% Add +30.5% 424 $159K
Caitlin John, LLC 0.10% No change 398 $159K
Westend Capital Management, LLC 0.05% No change 420 $158K
Missouri Trust & Investment Co 0.05% No change 400 $150K
Capital Investment Counsel, Inc 0.02% Reduce -11.1% 400 $150K
Private Wealth Management Group, LLC 0.06% No change 395 $148K
MRP Capital Investments, LLC 0.14% New 393 $148K
JDM Financial Group LLC 0.08% No change 377 $142K
First Personal Financial Services 0.03% No change 365 $137K
Legend Financial Advisors, Inc. 0.09% Reduce -14.8% 364 $137K
Viewpoint Capital Management LLC 0.08% No change 362 $135K
Perkins Coie Trust Co 0.03% No change 360 $135K
SRH Advisors, LLC 0.04% No change 356 $134K
SIMA Wealth Partners, LLC 0.12% No change 354 $133K
Morling Financial Advisors, LLC 0.05% No change 354 $133K
Mitchell Sinkler & Starr 0.03% No change 350 $131K
TruNorth Capital Management, LLC 0.04% No change 349 $131K
Smartleaf Asset Management LLC 0.02% Add +20.1% 340 $127K
Horizon Investments, LLC 0.00% New 334 $125K
Davis Capital Management 0.10% Reduce -32.6% 327 $123K
CarsonAllaria Wealth Management, Ltd. 0.07% No change 323 $121K
Evergreen Private Wealth LLC 0.05% No change 313 $117K
Insight Inv LLC 0.10% No change 311 $117K
Duncker Streett & Co. Inc. 0.02% No change 310 $116K
Templeton & Phillips Capital Management, LLC 0.09% No change 300 $113K
Talon Private Wealth, LLC 0.02% — 300 $113K
Trifecta Capital Advisors, LLC 0.02% No change 300 $113K
Caldwell Sutter Capital, Inc. 0.05% Reduce -6.1% 291 $109K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +0.3% 287 $108K
Rosenberg Matthew Hamilton 0.03% No change 283 $106K
Granite Investment Partners, LLC 0.00% No change 282 $106K
Red Lighthouse Investment Management, LLC 0.04% Reduce -29.7% 272 $102K
Howe & Rusling Inc. 0.01% Reduce -7.2% 271 $102K
Tidemark, LLC 0.04% No change 270 $101K
Belmont Capital, LLC 0.02% No change 266 $100K
Sound Income Strategies, LLC 0.01% Add +98.5% 260 $98K
Richardson Financial Services Inc. 0.06% Add +100.0% 264 $98K
Clear Investment Research, LLC 0.13% No change 257 $96K
Cherry Tree Wealth Management, LLC 0.02% No change 255 $96K
Field & Main Bank 0.03% No change 255 $96K
CoreFirst Bank & Trust 0.05% New 250 $94K
Claris Advisors, LLC / Mo / 0.04% New 248 $93K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 242 $91K
Albion Financial Group 0.01% No change 239 $90K
SYM FINANCIAL Corp 0.01% Reduce -15.7% 237 $89K
Continuum Advisory, LLC 0.01% Reduce -0.9% 221 $87K
Hanson & Doremus Investment Management 0.01% No change 227 $85K
Luken Investment Analytics, LLC 0.04% No change 225 $84K
United Community Bank 0.03% No change 221 $83K
Wintrust Investments LLC 0.06% Reduce -87.5% 217 $81K
Family CFO Inc 0.04% New 207 $78K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 204 $77K
RE Dickinson Investment Advisors, LLC 0.04% No change 202 $76K
Atlantic Private Wealth, LLC 0.06% No change 202 $76K
Mill Capital Management, LLC 0.01% No change 200 $75K
BBJS Financial Advisors, LLC 0.03% No change 194 $73K
Mendota Financial Group, LLC 0.03% No change 189 $71K
Financial Freedom, LLC 0.04% No change 183 $69K
Avion Wealth 0.02% No change 183 $68K
Compagnie Lombard Odier SCmA 0.00% New 180 $68K
Fairman Group, LLC 0.06% Reduce -2.8% 172 $65K
Delta Asset Management LLC 0.01% Add +10.7% 155 $58K
CNB Bank 0.03% Reduce -5.0% 151 $57K
Tanaka Capital Management Inc. 0.13% No change 149 $56K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +36.7% 149 $56K
Westside Investment Management, Inc. 0.01% No change 145 $54K
Sawyer & Company, Inc 0.02% New 141 $53K
Earned Wealth Advisors, LLC 0.02% New 137 $51K
Breakwater Investment Management 0.02% No change 130 $49K
Kimelman & Baird, LLC 0.00% No change 130 $49K
Peoples Financial Services Corp. 0.02% No change 130 $49K
Byrne Asset Management LLC 0.03% New 129 $48K
Mascoma Wealth Management LLC 0.01% No change 129 $48K
Strengthening Families & Communities, LLC 0.01% Add +0.8% 120 $45K
WR Wealth Planners, LLC 0.01% Reduce -41.3% 118 $44K
POM Investment Strategies, LLC 0.03% No change 114 $43K
HHM Wealth Advisors, LLC 0.01% No change 113 $42K
Planned Solutions, Inc. 0.02% New 112 $42K
Frazier Financial Advisors, LLC 0.03% Reduce -8.9% 102 $38K
Main Street Group, LTD 0.02% No change 100 $38K
Cranbrook Wealth Management, LLC 0.01% No change 100 $38K
Citizens National Bank Trust Department 0.01% No change 100 $38K
TCTC Holdings, LLC 0.00% No change 100 $38K
Ascentis Wealth Management, LLC 0.01% — 83 $31K
Cape Investment Advisory, Inc. 0.01% Add +406.3% 81 $30K
Creekmur Asset Management LLC 0.01% No change 79 $30K
Morris Financial Concepts, Inc. 0.01% No change 78 $29K
Ogorek Anthony Joseph /NY/ 0.01% No change 77 $29K
Truvestments Capital LLC 0.01% New 72 $27K
Twin Lakes Capital Management, LLC 0.02% No change 71 $27K
Gables Capital Management Inc. 0.01% No change 69 $26K
Mark Sheptoff Financial Planning, LLC 0.01% Add +75.0% 63 $24K
Banque Cantonale Vaudoise 0.00% No change 60 $23K
Authentikos Wealth Advisory, LLC 0.02% New 61 $23K
Tower View Wealth Management LLC 0.01% No change 59 $22K
HighMark Wealth Management LLC 0.01% No change 56 $21K
Raffa Wealth Management, LLC 0.01% No change 55 $21K
Clearstead Trust, LLC 0.00% Reduce -53.8% 55 $21K
AllSquare Wealth Management LLC 0.01% No change 54 $20K
Peterson Financial Group, Inc. 0.08% New 53 $20K
Armor Investment Advisors, LLC 0.01% No change 50 $19K
Concord Wealth Partners 0.00% Add +1400.0% 45 $17K
Resources Management Corp. /CT/ 0.00% No change 37 $14K
Founders Capital Management 0.01% No change 36 $14K
Global Financial Private Client, LLC 0.01% No change 35 $13K
Red Tortoise LLC 0.01% No change 33 $12K
Pathway Financial Advisers, LLC 0.01% Reduce -5.7% 33 $12K
Rogco, LP 0.00% No change 33 $12K
ARK Investment Management 0.00% Reduce -86.3% 32 $12K
Wagner Wealth Management, LLC 0.00% New 32 $12K
Nemes Rush Group LLC 0.00% Reduce -65.3% 34 $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
Ridgewood Investments LLC 0.00% No change 21 $8K
First Community Trust NA 0.01% No change 20 $8K
Toth Financial Advisory Corp. 0.00% No change 17 $6K
Winch Advisory Services, LLC 0.00% No change 15 $6K
Hexagon Capital Partners LLC 0.00% No change 14 $5K
American Capital Advisory, LLC 0.00% New 13 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 13 $5K
Tucker Asset Management LLC 0.00% Add +550.0% 13 $5K
Sachetta, LLC 0.00% New 12 $5K
Bangor Savings Bank 0.00% Add +900.0% 10 $4K
Transcendent Capital Group LLC 0.00% New 9 $3K
Tower Research Capital LLC (TRC) 0.00% Reduce -99.8% 9 $3K
1620 Investment Advisors, Inc. 0.00% Reduce -55.6% 8 $3K
Lowe Wealth Advisors, LLC 0.00% No change 6 $2K
Islay Capital Management, LLC 0.00% New 4 $2K
Fred Alger Management, LLC 0.00% New 2 $751
Abound Wealth Management 0.00% New 1 $376

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