iShares Russell 1000 GrowthIWFETF

13F holders, Q4 2024 (December 31)
2,309holders +233
136new positions
61sold out
9famous investors
$401.71avg. 13F price*

At the end of Q4 2024, 2,309 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 233 from Q3 2024. 136 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($12.3B), Morgan Stanley ($9.7B) and Goldman Sachs Group Inc. ($3.9B). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions136$547.5M
Exits61$310.9M

All 13F filers, Q3 2024 → Q4 2024: 7,918,803 shares bought and 6,143,629 shares sold, net +1,775,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,309 holders

Bank of America Corp. 1.14% Add +1.5% 30,562,347 $12.3B
Morgan Stanley 0.68% Reduce -7.5% 24,055,964 $9.7B
Goldman Sachs Group Inc. 0.74% Reduce -1.2% 9,619,974 $3.9B
FMR LLC 0.23% Reduce -2.9% 9,457,283 $3.8B
JPMorgan Chase & Co. 0.23% Add +5.2% 7,116,045 $2.9B
UBS Group AG 0.56% Reduce -1.2% 6,196,539 $2.5B
Envestnet Asset Management Inc. 0.69% Add +3.0% 5,383,487 $2.2B
Northern Trust Corp. 0.28% Add +4.3% 4,901,211 $2.0B
Wells Fargo & Company 0.44% Add +9.7% 4,514,226 $1.8B
Raymond James Financial Inc. 0.51% — 3,404,719 $1.4B
LPL Financial LLC 0.51% Add +3.9% 3,146,450 $1.3B
PNC Financial Services Group, Inc. 0.84% Reduce -0.4% 3,120,331 $1.3B
M&T Bank Corp 3.71% Reduce -2.6% 2,755,299 $1.1B
Baird Financial Group, Inc. 1.81% Reduce -0.3% 2,354,697 $945.6M
Truist Financial Corp. 1.37% Add +0.5% 2,171,569 $872.1M
Commonwealth Equity Services, LLC 1.23% Add +0.1% 2,098,242 $842.6M
Tiaa Trust, National Association 2.55% Reduce -2.3% 2,078,785 $839.3M
Signaturefd, LLC 15.75% Add +0.3% 2,066,906 $830.0M
Royal Bank of Canada 0.15% Add +2.0% 1,668,572 $670.1M
Ameriprise Financial Inc. 0.15% Reduce -16.9% 1,475,902 $592.7M
CHURCHILL MANAGEMENT Corp 6.08% Add +3.3% 1,386,056 $556.6M
Stifel Financial Corp. 0.56% Add +6.8% 1,336,961 $536.9M
Bank of New York Mellon Corp 0.10% Add +5.1% 1,310,849 $526.4M
Circle Wealth Management, LLC 11.07% Add +0.0% 1,288,557 $517.5M
Synovus Financial Corp. 6.56% Reduce -0.3% 1,282,717 $515.1M
Cetera Investment Advisers 1.06% Reduce -0.5% 1,264,703 $507.9M
HighTower Advisors, LLC 0.64% Add +6.1% 1,170,155 $469.9M
BlackRock, Inc. 0.01% Add +13.1% 1,079,631 $433.6M
GLOBALT Investments LLC / GA 16.32% Reduce -3.6% 1,061,238 $426.2M
US Bancorp \de 0.55% Reduce -4.1% 1,053,112 $422.9M
Nuveen Asset Management, LLC 0.11% Add +15.4% 971,077 $390.0M
Two Sigma Investments, LP 0.93% Add +79.9% 958,000 $384.7M
CIBC Private Wealth Group LLC 0.69% Add +3.2% 946,838 $382.9M
Cerity Partners LLC 0.82% Add +1.0% 943,518 $378.8M
Prudential Financial Inc. 0.46% Add +100.9% 831,195 $333.8M
Focus Partners Wealth 0.84% Add +191.3% 805,185 $323.3M
Janney Montgomery Scott LLC 0.89% Add +0.4% 797,704 $320.3M
Corient Private Wealth LP 0.51% Add +0.1% 774,476 $307.9M
Rockefeller Capital Management L.P. 0.78% Add +6.2% 754,348 $302.7M
T. Rowe Price Associates Inc. 0.03% Reduce -5.5% 731,892 $293.9M
Sumitomo Mitsui Financial Group, Inc. 3.73% New 691,000 $280.0M
Choreo, LLC 3.91% Add +34.9% 676,064 $272.3M
Comerica Bank 1.05% Add +1.5% 650,691 $261.3M
NorthCoast Asset Management LLC 1.27% Reduce -0.2% 643,942 $258.6M
Northwestern Mutual Wealth Management Co. 0.21% Add +0.6% 619,890 $248.9M
Osaic Holdings, Inc. 0.54% Reduce -1.8% 598,979 $240.6M
Waldron Private Wealth LLC 9.56% Reduce -0.9% 591,369 $237.5M
1ST Source Bank 13.43% Add +0.1% 584,615 $234.8M
Clearstead Advisors, LLC 3.54% Reduce -9.6% 579,557 $232.7M
Citigroup Inc. 0.22% Reduce -7.6% 568,591 $228.3M
Mariner, LLC 0.37% Reduce -2.3% 546,201 $219.4M
MML Investors Services, LLC 0.75% Add +4.7% 539,463 $216.6M
Cresset Asset Management, LLC 1.01% Reduce -7.0% 522,881 $210.0M
Polen Capital Management LLC 0.55% Add +210.5% 503,619 $202.2M
American Century Companies Inc. 0.11% Reduce -57.3% 486,242 $195.3M
Regions Financial Corp. 1.43% Reduce -1.1% 484,620 $194.6M
Creative Planning 0.18% Add +4.0% 454,542 $182.5M
Johnson Financial Group, Inc. 8.44% Reduce -13.8% 435,911 $178.4M
Commerce Bank 1.10% Add +0.4% 442,364 $177.6M
Captrust Financial Advisors 0.49% Reduce -2.9% 428,283 $172.0M
MAI Capital Management 1.28% Add +8.6% 426,679 $171.3M
Staley Capital Advisers Inc. 7.59% Reduce -0.1% 425,713 $171.0M
Fifth Third Bancorp 0.61% Reduce -1.6% 421,558 $169.3M
Wealth Enhancement Advisory Services, LLC 0.31% Add +1.9% 404,669 $162.5M
Stairway Partners, LLC 9.84% Add +0.6% 388,847 $156.2M
Mercer Global Advisors Inc. 0.38% Reduce -11.4% 384,560 $154.4M
Ieq Capital, LLC 1.49% Add +39.0% 383,114 $153.9M
Cullen/Frost Bankers, Inc. 2.08% Reduce -4.6% 378,579 $152.0M
D.A. Davidson & Co. 1.20% Reduce -0.6% 368,052 $147.8M
Oakworth Capital, Inc. 9.83% Add +0.7% 355,968 $142.9M
Bank of Montreal 0.07% Reduce -1.1% 339,394 $136.3M
J.Safra Asset Management Corp 10.92% Add +93.8% 331,322 $134.3M
Thrivent Financial for Lutherans 0.25% Reduce -2.7% 327,680 $130.9M
Wellington Management Group LLP 0.02% Reduce -42.2% 312,548 $125.5M
Jones Financial Companies LLLP 0.12% Add +16.8% 308,063 $123.7M
Silvercrest Asset Management Group LLC 0.81% Reduce -2.5% 301,971 $121.3M
Brown Advisory Inc. 0.15% Add +38.4% 291,783 $117.2M
Orion Porfolio Solutions, LLC 1.17% Reduce -0.1% 291,394 $117.0M
Orion Portfolio Solutions, LLC 1.17% Reduce -0.1% 291,394 $117.0M
Private Advisor Group, LLC 0.63% Reduce -2.0% 280,146 $112.5M
Pathstone Holdings, LLC 0.49% Add +6.3% 278,559 $112.0M
Modera Wealth Management, LLC 1.32% Reduce -2.4% 271,367 $109.0M
Stephens Inc. 1.51% Add +0.6% 268,802 $107.9M
Avantax Advisory Services, Inc. 0.66% Add +17.9% 263,344 $105.8M
Confluence Wealth Services, Inc. 6.87% Reduce -0.5% 253,197 $105.6M
Moneta Group Investment Advisors LLC 1.46% Add +0.0% 259,446 $104.2M
Simon Quick Advisors, LLC 6.17% Reduce -0.8% 256,674 $103.1M
Beacon Pointe Advisors, LLC 1.03% Add +10.1% 231,401 $92.9M
Bank of Nova Scotia 0.16% No change 229,000 $92.0M
Keybank National Association 0.35% Reduce -2.3% 228,760 $91.9M
Bridges Investment Management Inc. 1.25% Reduce -3.4% 222,546 $89.4M
Equitable Holdings, Inc. 0.84% Reduce -7.2% 220,225 $88.4M
HSBC Holdings PLC 0.05% Add +4.0% 219,033 $88.0M
Steward Partners Investment Advisory, LLC 0.78% Add +3.6% 218,169 $87.6M
Blair William & Co. 0.25% Add +7.5% 216,605 $87.0M
Cedar Mountain Advisors, LLC 18.05% Reduce -0.4% 204,567 $82.1M
Lido Advisors, LLC 0.52% Add +35.1% 204,402 $82.1M
First Business Financial Services, Inc. 8.07% Add +0.0% 203,157 $81.6M
NewEdge Advisors, LLC 0.49% Reduce -0.4% 201,423 $80.9M
MV Capital Management, Inc. 8.47% Reduce -4.7% 197,363 $79.3M
Baker Avenue Asset Management, LP 2.39% Add +0.2% 194,448 $78.1M
Mesirow Financial Investment Management, Inc. 1.54% Reduce -3.3% 192,657 $77.4M
Graypoint LLC 4.66% Add +0.1% 191,450 $76.9M
Alliancebernstein L.P. 0.03% Reduce -1.4% 187,906 $75.5M
Natixis Advisors, LLC 0.14% Reduce -11.6% 187,287 $75.2M
EP Wealth Advisors, LLC 0.60% Reduce -15.8% 184,040 $73.9M
Qalhat Capital Ltd 19.38% New 182,655 $73.4M
Allspring Global Investments Holdings, LLC 0.12% Reduce -9.0% 181,409 $72.7M
TruWealth Advisors, LLC 4.38% Reduce -17.9% 180,787 $72.6M
Pinnacle Financial Partners Inc 1.43% Reduce -0.3% 178,387 $70.6M
Kestra Advisory Services, LLC 0.38% Add +2.2% 173,563 $69.7M
Stephens Group Asset Management, LLC 5.60% Reduce -0.3% 167,318 $67.2M
Ascent Wealth Partners, LLC 8.77% Reduce -3.1% 161,952 $65.0M
Waverly Advisors, LLC 1.00% Add +5.2% 161,620 $64.9M
Principal Financial Group Inc. 0.04% Add +9.5% 160,875 $64.6M
Cambridge Investment Research Advisors, Inc. 0.21% Add +14.0% 157,826 $63.4M
Covenant Partners, LLC 19.49% Add +2.9% 157,443 $63.2M
Rwa Wealth Partners, LLC 0.76% Add +17.9% 153,507 $61.6M
Capital Advisors, Ltd. LLC 7.62% Reduce -0.3% 150,581 $60.5M
FSA Wealth Management LLC 24.40% Reduce -3.6% 149,686 $60.1M
AMG National Trust Bank 1.56% Reduce -0.4% 139,357 $56.4M
One Capital Management, LLC 1.80% Reduce -0.2% 135,440 $54.4M
Allworth Financial LP 0.30% Reduce -2.1% 129,222 $53.7M
Paulson Wealth Management Inc. 14.61% Add +2.4% 133,357 $53.6M
Amundi 0.02% Add +244.2% 133,148 $53.5M
Avidian Wealth Enterprises, LLC 2.38% Add +0.0% 132,134 $53.1M
TD Private Client Wealth LLC 1.48% Reduce -3.1% 131,698 $52.9M
Nadler Financial Group, Inc. 5.57% Reduce -0.1% 131,603 $52.8M
Cynosure Group, LLC 7.85% Reduce -1.3% 130,794 $52.5M
Flaharty Asset Management, LLC 7.42% Reduce -2.8% 126,612 $50.8M
Sanctuary Advisors, LLC 0.32% Reduce -3.1% 123,286 $50.6M
Berkshire Money Management, Inc. 5.49% Reduce -1.3% 125,685 $50.5M
Rodgers & Associates, LTD 6.01% Reduce -2.4% 125,669 $50.5M
Hantz Financial Services, Inc. 0.88% Add +3.3% 125,128 $50.2M
Robertson Stephens Wealth Management, LLC 1.78% Add +0.7% 124,654 $50.1M
NewEdge Wealth, LLC 0.86% Add +7.3% 124,024 $49.8M
Marquette Asset Management, LLC 8.09% Reduce -0.5% 123,508 $49.6M
Relyea Zuckerberg Hanson LLC 6.52% Add +3.2% 120,679 $48.5M
NorthRock Partners, LLC 1.58% Reduce -1.6% 120,295 $48.3M
Wealthspire Advisors, LLC 0.48% Add +0.3% 119,673 $48.1M
Financial Counselors Inc. 0.70% Add +1.6% 118,590 $47.6M
Ameritas Advisory Services, LLC 1.63% Add +74.6% 117,694 $47.3M
Baron Silver Stevens Financial Advisors, LLC 7.95% Add +1.6% 116,661 $46.8M
RTD Financial Advisors, Inc. 6.00% Reduce -4.9% 116,466 $46.8M
First Horizon Advisors, Inc. 1.30% Reduce -2.2% 115,511 $46.4M
Capstone Financial Advisors, Inc. 2.86% Add +7.0% 115,237 $46.3M
Integrated Investment Consultants, LLC 9.29% Reduce -5.9% 112,138 $45.0M
Badgley Phelps Wealth Managers, LLC 1.03% Add +6.2% 110,031 $44.2M
Savant Capital, LLC 0.34% Reduce -4.7% 108,736 $43.7M
RMR Wealth Builders 4.45% Reduce -1.6% 107,204 $43.1M
E&G Advisors, LLC 11.52% Reduce -0.2% 105,785 $42.4M
Hirtle & Co., LLC 2.05% Reduce -2.3% 105,170 $42.2M
LBJ Family Wealth Advisors, Ltd. 24.96% Reduce -1.3% 104,270 $41.9M
BTG Pactual Asset Management US LLC 5.41% Add +28.1% 131,789 $41.8M
Mission Wealth Management, LP 1.00% Reduce -2.9% 104,118 $41.8M
MetLife Investment Management, LLC 0.23% Add +50.1% 104,000 $41.8M
Ellenbecker Investment Group 7.47% Add +41.5% 103,844 $41.7M
Deutsche Bank AG 0.02% Reduce -12.6% 103,415 $41.5M
CX Institutional 1.63% Add +16.5% 102,180 $41.0M
Sheridan Capital Management, LLC 28.72% Add +0.3% 101,849 $40.9M
Barclays PLC 0.02% Add +41.7% 100,040 $40.2M
Kestra Private Wealth Services, LLC 0.68% Add +7.2% 99,752 $40.1M
Oppenheimer & Co. Inc. 0.60% Add +2.5% 99,670 $40.0M
Johnson Investment Counsel Inc. 0.39% Reduce -0.5% 98,438 $39.5M
Jmac Enterprises LLC 6.12% Add +1.7% 97,029 $39.0M
Bokf, NA 0.66% Reduce -3.3% 97,707 $38.9M
Accredited Investors Inc. 2.26% Reduce -0.7% 95,928 $38.5M
Strategic Point Investment Advisors, LLC 6.24% Add +53.2% 95,290 $38.3M
Lindbrook Capital, LLC 3.43% Reduce -1.4% 94,501 $37.9M
Ball & Co Wealth Management Inc. 29.96% — 93,714 $37.6M
Portfolio Strategies, Inc. 5.34% Reduce -0.6% 93,638 $37.6M
StoneX Group Inc. 2.04% Add +4032.1% 92,518 $37.2M
JFS Wealth Advisors, LLC 2.49% Add +3.3% 90,911 $36.5M
Allianz Asset Management GmbH 0.05% Add +35.5% 90,200 $36.2M
Capital Advisors Wealth Management, LLC 6.40% Add +1.7% 89,455 $35.9M
Kensington Asset Management, LLC 2.09% Reduce -32.3% 88,650 $35.6M
Old National Bancorp 0.84% Add +2.8% 88,645 $35.6M
Saiph Capital, LLC 16.13% Add +1.0% 88,502 $35.5M
Tsfg, LLC 7.15% Add +1.4% 86,749 $34.8M
Parkside Financial Bank & Trust 4.56% Reduce -3.2% 85,684 $34.4M
Brighton Jones LLC 0.99% Reduce -4.1% 85,512 $34.3M
Woodard & Co. Asset Management Group Inc. 7.38% Add +2.9% 85,274 $34.2M
Simmons Bank 2.48% Reduce -3.1% 84,574 $34.0M
BTC Capital Management, Inc. 3.15% Reduce -3.9% 84,479 $33.9M
United Capital Financial Advisors, LLC 0.28% Reduce -1.9% 83,852 $33.7M
Fulton Bank, N.A. 1.29% Reduce -3.6% 83,076 $33.4M
XML Financial, LLC 3.00% Add +0.4% 81,427 $32.7M
Wellspring Financial Advisors, LLC 3.39% Reduce -1.9% 80,855 $32.5M
Cwm, LLC 0.13% Add +10.2% 78,911 $31.7M
Highland Capital Management, LLC 1.80% Add +2.4% 78,535 $31.5M
Sanchez Wealth Management Group 8.58% Add +8.4% 78,226 $31.4M
Envestnet Portfolio Solutions, Inc. 0.10% Add +11.4% 78,223 $31.4M
Black Swift Group, LLC 6.62% Reduce -2.3% 77,715 $31.2M
Ullmann Wealth Partners Group, LLC 3.99% Reduce -0.8% 77,076 $31.0M
Montecito Bank & Trust 5.36% Reduce -0.5% 77,046 $30.9M
CW Advisors, LLC 0.42% Add +26.4% 75,811 $30.4M
Jennison Associates LLC 0.02% Add +11.6% 74,345 $29.9M
Atria Wealth Solutions, Inc. 0.32% Add +7.8% 72,310 $29.0M
Country Club Bank 1.93% Reduce -3.4% 71,308 $28.9M
SVB Wealth LLC 0.54% New 71,385 $28.7M
PFW Advisors LLC 8.73% — 70,716 $28.4M
Citadel Advisors 0.03% Add +56.3% 70,321 $28.2M
Capital Planning Advisors, LLC 4.36% Add +4.7% 70,295 $28.2M
Jasper Ridge Partners, L.P. 0.89% No change 69,729 $28.0M
First Foundation Advisors 1.04% Add +14.5% 68,844 $27.6M
Nwam LLC 1.70% Add +0.1% 68,276 $27.4M
Avantax Planning Partners, Inc. 0.98% Reduce -2.4% 67,763 $27.2M
Edge Capital Group, LLC 1.21% Reduce -100.0% 33 $27.2M
Smith, Moore & Co. 2.47% Add +8.1% 67,317 $27.0M
Park Avenue Securities LLC 0.28% Add +48.9% 67,308 $27.0M
Life Line Wealth Management LLC 9.61% New 67,082 $26.9M
Corundum Group, Inc. 10.02% Reduce -3.1% 66,822 $26.8M
Proathlete Wealth Management LLC 10.10% Add +7.6% 66,789 $26.8M
Sowell Financial Services LLC 1.39% Add +3.0% 65,986 $26.5M
Condor Capital Management 2.31% Add +2.7% 65,310 $26.2M
Bluesphere Advisors LLC 12.70% Add +1.2% 64,614 $25.9M
Global Retirement Partners, LLC 0.74% Add +1.5% 64,455 $25.9M
HB Wealth Management, LLC 0.26% Add +2.4% 64,186 $25.8M
Oppenheimer Asset Management Inc. 0.31% Add +243.3% 64,099 $25.7M
Boulder Wealth Advisors, LLC 12.63% Add +10.6% 61,014 $24.5M
Fifth Third Securities, Inc. 2.07% Add +5.8% 60,660 $24.4M
First Citizens Bank & Trust Co. 0.44% Reduce -2.5% 60,319 $24.2M
Wilmington Savings Fund Society, FSB 0.44% Add +3.8% 60,238 $24.2M
BNP Paribas Financial Markets 0.02% Add +24.5% 59,946 $24.1M
Claro Advisors Inc. 3.21% Add +9.9% 59,151 $23.8M
Congress Asset Management Co. 0.16% Add +511.9% 59,091 $23.7M
SlateStone Wealth, LLC 2.33% Reduce -3.1% 59,064 $23.7M
DT Investment Partners, LLC 2.01% Reduce -0.2% 59,017 $23.7M
Carolinas Wealth Consulting LLC 4.65% Reduce -8.3% 58,898 $23.7M
Atria Investments, Inc 0.29% Add +77.5% 58,576 $23.5M
Legacy Edge Advisors, LLC 3.73% Reduce -20.4% 57,918 $23.5M
Haverford Trust Co 0.23% Reduce -0.9% 58,071 $23.3M
Ashton Thomas Private Wealth, LLC 0.91% Add +1.4% 57,973 $23.3M
Aptus Capital Advisors, LLC 0.28% Add +2.2% 57,883 $23.2M
Fermata Advisors, LLC 4.30% Add +5.2% 57,303 $23.0M
Freestone Capital Holdings, LLC 0.79% Add +1.2% 57,050 $22.9M
Ballentine Partners, LLC 0.39% Reduce -0.3% 56,955 $22.9M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +2.1% 56,551 $22.7M
Blodgett Wealth Advisors, LLC 17.69% Add +0.1% 56,185 $22.6M
Evercore Wealth Management, LLC 0.34% Add +1.2% 56,181 $22.6M
Callan Family Office, LLC 1.42% Add +0.6% 55,709 $22.4M
Montag A & Associates Inc. 1.06% Add +6.9% 55,444 $22.3M
LWM Advisors Inc. 21.84% — 54,186 $21.8M
Visionary Wealth Advisors 1.27% Reduce -0.4% 54,039 $21.7M
Prospera Financial Services Inc 0.50% Add +219.0% 53,944 $21.7M
McKinley Carter Wealth Services, Inc. 1.33% Reduce -1.0% 53,926 $21.7M
GHP Investment Advisors, Inc. 1.01% Reduce -1.4% 53,710 $21.6M
Mather Group, Llc. 0.27% Reduce -2.4% 52,622 $21.1M
Whitegate Investment Counselors, Inc. 7.24% Reduce -28.4% 52,606 $21.1M
Summit Wealth Partners, LLC 4.32% Reduce -4.2% 52,358 $21.0M
Fidelis Capital Partners, LLC 2.10% Reduce -0.9% 51,899 $21.0M
Roble, Belko & Company, Inc 3.33% No change 52,207 $21.0M
Advisor OS, LLC 2.42% Add +6.0% 52,140 $20.9M
STAR Financial Bank 14.97% Reduce -6.1% 51,764 $20.8M
Spire Wealth Management 0.64% Reduce -0.3% 51,496 $20.7M
VAUGHAN & Co SECURITIES, INC. 12.32% Reduce -4.7% 50,883 $20.4M
Jane Street Group, LLC 0.03% Add +8439.5% 50,810 $20.4M
Winthrop Advisory Group LLC 2.42% Reduce -0.1% 50,123 $20.1M
Dorsey & Whitney Trust CO LLC 1.11% Add +0.9% 50,067 $20.1M
Neuberger Berman Group LLC 0.02% Add +6.0% 48,053 $19.3M
Tradition Wealth Management, LLC 1.70% Reduce -1.7% 47,915 $19.2M
Bradley Foster & Sargent Inc. 0.32% Reduce -3.2% 47,540 $19.1M
Retirement Income Solutions, Inc. 3.84% Reduce -2.8% 47,432 $19.0M
Westshore Wealth, LLC 7.63% Reduce -0.1% 46,767 $18.8M
Curtis Advisory Group, LLC 4.96% Reduce -0.4% 46,660 $18.7M
Nestegg Advisors, Inc. 18.87% — 46,209 $18.7M
MJP Associates Inc. 3.34% Add +2.7% 46,314 $18.6M
Sei Investments Co. 0.02% Add +11.2% 45,873 $18.4M
Fifth Third Wealth Advisors LLC 1.00% Add +9.4% 45,768 $18.4M
Franklin Resources Inc. 0.01% Add +17.6% 44,748 $18.0M
Cooksen Wealth, LLC 16.41% Add +0.2% 44,438 $17.8M
Sagespring Wealth Partners, LLC 0.47% — 44,342 $17.8M
Sunburst Financial Group, LLC 4.40% Reduce -5.3% 44,327 $17.8M
Crescent Grove Advisors, LLC 1.74% Add +0.2% 43,731 $17.6M
Sonata Capital Group Inc. 7.26% Add +0.4% 43,669 $17.5M
O'Brien Wealth Partners LLC 3.16% Reduce -2.3% 43,606 $17.5M
Occidental Asset Management, LLC 2.71% Reduce -4.9% 43,185 $17.3M
Wetzel Investment Advisors, Inc. 8.59% Add +1.5% 42,874 $17.2M
Winslow Capital Management, LLC 0.06% Add +135.2% 41,850 $16.8M
Keel Point, LLC 1.35% Reduce -1.4% 41,836 $16.8M
Schneider Downs Wealth Management Advisors, LP 3.16% Reduce -0.9% 41,779 $16.8M
Nvest Financial, LLC 8.48% Reduce -0.2% 41,593 $16.7M
Stillwater Capital Advisors, LLC 2.05% Reduce -2.9% 41,303 $16.6M
Great Valley Advisor Group, Inc. 0.36% Reduce -11.2% 40,475 $16.3M
Regent Peak Wealth Advisors LLC 3.62% Add +21.6% 40,168 $16.1M
AQR Capital Management 0.02% Add +3609.1% 39,947 $16.0M
Cordatus Wealth Management LLC 4.21% Add +2327.3% 39,710 $15.9M
Clear Harbor Asset Management, LLC 1.29% Add +8.3% 39,697 $15.9M
Dakota Wealth Management 0.36% Reduce -0.1% 39,171 $15.7M
Compass Financial Group, Inc. 7.52% Reduce -3.0% 39,168 $15.7M
FDx Advisors, Inc. 4.59% Reduce -9.6% 39,107 $15.7M
Procyon Advisors, LLC 1.00% Add +49.0% 38,841 $15.6M
Independent Advisor Alliance 0.21% Add +3344.6% 38,752 $15.6M
Consolidated Portfolio Review Corp 2.44% Reduce -16.4% 38,350 $15.4M
Sylvest Advisors, LLC 9.44% — 38,221 $15.3M
OneDigital Investment Advisors LLC 0.18% Add +5.8% 38,112 $15.3M
Prudential PLC 0.08% No change 37,693 $15.1M
Summit Financial, LLC 0.53% Add +7.9% 37,656 $15.1M
JMG Financial Group, Ltd. 0.51% Add +1.0% 37,473 $15.0M
Cary Street Partners Financial LLC 0.48% — 37,155 $14.9M
HBK Sorce Advisory LLC 0.45% Reduce -2.2% 36,994 $14.9M
Vanguard Group Inc. 0.00% Reduce -0.3% 36,982 $14.9M
Kelly Financial Group LLC 5.26% — 36,826 $14.8M
One Wealth Advisors, LLC 2.19% Add +7.3% 36,737 $14.8M
Choate Investment Advisors 0.35% Reduce -0.7% 36,660 $14.7M
Nottingham Advisors, Inc. 1.86% Reduce -9.9% 36,489 $14.7M
Investment Partners, LTD. 6.02% Reduce -0.8% 36,426 $14.6M
Stratos Wealth Partners, LTD. 0.21% Reduce -4.4% 36,413 $14.6M
Newport Capital Group, LLC 10.75% Add +1.1% 36,323 $14.6M
Loomis Sayles & Co. L P 0.02% Reduce -12.9% 36,175 $14.5M
GeoWealth Management, LLC 0.47% Add +168.3% 35,932 $14.4M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +68.4% 35,541 $14.4M
Citizens Financial Group Inc. 0.28% Add +13.4% 35,347 $14.2M
Intrepid Financial Planning Group LLC 5.99% Reduce -1.0% 35,297 $14.2M
Prime Capital Investment Advisors, LLC 0.20% Reduce -0.5% 34,567 $13.9M
Clayton Financial Group LLC 4.98% Reduce -2.2% 34,433 $13.8M
FMA Wealth Management, LLC 10.28% Reduce -2.4% 34,394 $13.8M
DSM Capital Partners LLC 0.21% Add +6330.6% 34,211 $13.7M
RFG Advisory, LLC 0.39% Add +10.2% 33,968 $13.6M
West Bancorporation Inc. 8.95% Reduce -3.0% 33,919 $13.6M
IHT Wealth Management, LLC 0.44% Reduce -32.4% 33,578 $13.5M
Rhumbline Advisers 0.01% Reduce -32.2% 33,444 $13.4M
Finley Financial, LLC 6.96% — 33,044 $13.4M
Accretive Wealth Partners, LLC 5.64% Reduce -2.2% 33,108 $13.3M
Western Wealth Management, LLC 0.71% Add +19.8% 33,044 $13.3M
Stonebridge Financial Group, LLC 1.46% — 32,943 $13.2M
Quantinno Capital Management LP 0.13% Add +14.1% 32,819 $13.2M
Townsquare Capital LLC 0.15% Add +118.9% 32,730 $13.1M
Pointe Capital Management LLC 7.54% Add +1.8% 32,695 $13.1M
SMI Advisory Services, LLC 3.01% Reduce -0.9% 32,896 $13.0M
Financial Engines Advisors L.L.C. 0.03% Add +7.8% 32,455 $13.0M
Denver Wealth Management, Inc. 5.86% Add +0.4% 32,402 $13.0M
National Bank of Canada 0.02% Reduce -13.9% 32,135 $12.9M
Valeo Financial Advisors, LLC 0.36% Reduce -2.1% 31,733 $12.7M
Breakwater Capital Group 2.53% Reduce -1.0% 31,665 $12.7M
Brand Asset Management Group, Inc. 5.16% Reduce -8.7% 31,660 $12.7M
Genesis Private Wealth, LLC 7.00% — 31,640 $12.7M
Bessemer Group Inc. 0.02% Reduce -17.1% 31,597 $12.7M
Integrated Wealth Concepts LLC 0.15% Add +14.2% 31,593 $12.7M
UMB Bank, n.a. 0.20% Reduce -29.8% 31,340 $12.6M
Narwhal Capital Management 1.10% No change 31,070 $12.5M
O'shaughnessy Asset Management, LLC 0.11% Add +2.7% 30,920 $12.4M
GM Advisory Group, LLC 0.69% Reduce -0.3% 30,875 $12.4M
Curi Capital, LLC 0.28% Reduce -8.1% 30,280 $12.2M
Altus Wealth Group LLC 5.38% Reduce -3.5% 30,265 $12.2M
IMS Capital Management 5.60% Reduce -0.6% 30,070 $12.1M
Affiance Financial, LLC 2.88% Add +4.6% 30,035 $12.1M
Sage Financial Group Inc. 0.95% Add +0.7% 29,426 $11.8M
Brickley Wealth Management 2.38% Reduce -13.2% 29,165 $11.7M
Connecticut Wealth Management, LLC 0.57% Reduce -0.6% 28,884 $11.6M
Atticus Wealth Management, LLC 3.60% Add +1.8% 28,851 $11.6M
Flputnam Investment Management Co. 0.21% Add +1.8% 28,499 $11.4M
Clientfirst Wealth Management, LLC 11.48% — 28,264 $11.4M
BCGM Wealth Management, LLC 3.53% Reduce -0.9% 27,729 $11.1M
Private Portfolio Partners LLC 2.05% Reduce -0.1% 27,721 $11.1M
Hardy Reed LLC 0.98% Reduce -0.5% 27,714 $11.1M
Pacific Sage Partners, LLC 2.54% Add +1.5% 27,709 $11.1M
Highland Financial Advisors, LLC 3.84% Reduce -1.7% 27,583 $11.1M
Quest Investment Management LLC 1.28% Add +26.3% 27,357 $11.0M
Busey Bank 0.36% Add +2.0% 27,351 $11.0M
Epiq Partners, LLC 6.19% Add +2.1% 27,341 $11.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.21% Add +1.8% 27,313 $11.0M
Twin Focus Capital Partners, LLC 1.61% Reduce -1.6% 27,209 $10.9M
Whittier Trust Co. 0.14% Reduce -28.8% 27,041 $10.9M
FLC Capital Advisors 2.50% Reduce -0.8% 27,018 $10.8M
Oldfather Financial Services, LLC 4.12% Reduce -2.4% 26,922 $10.8M
Meritage Portfolio Management 0.67% Reduce -0.6% 26,705 $10.7M
Tobias Financial Advisors, Inc. 2.15% Reduce -0.7% 26,606 $10.7M
Bryn Mawr Trust Advisors, LLC 0.58% Add +5.4% 26,574 $10.7M
Focus Partners Advisor Solutions, LLC 0.18% Add +145.0% 26,558 $10.7M
American Institute for Advanced Investment Management, LLP 7.94% Reduce -2.9% 26,533 $10.7M
Grove Bank & Trust 1.48% Add +3.5% 26,496 $10.6M
Arete Wealth Advisors, LLC 0.77% Add +2.2% 26,388 $10.6M
BluePointe Capital Management, LLC 6.03% Add +14.2% 26,254 $10.5M
Mill Creek Capital Advisors, LLC 0.25% Add +0.0% 26,248 $10.5M
B. Riley Wealth Advisors, Inc. 0.34% Add +8.1% 26,115 $10.5M
Gilliland Jeter Wealth Management LLC 3.51% Add +0.0% 25,912 $10.4M
Sapient Capital LLC 0.20% Reduce -3.2% 25,870 $10.4M
Ballast, Inc. 2.94% Reduce -3.0% 25,609 $10.3M
Arbor Investment Advisors, LLC 1.43% Add +0.0% 25,358 $10.2M
US Financial Advisors, LLC 3.11% Add +1.7% 25,212 $10.1M
Allen Investment Management, LLC 0.12% No change 25,154 $10.1M
White Lighthouse Investment Management Inc. 1.77% Reduce -4.5% 25,084 $10.1M
Brown Brothers Harriman & Co. 0.07% Add +9.5% 24,925 $10.0M
Diversified Trust Co. 0.24% Reduce -0.8% 24,703 $9.9M
Central Valley Advisors, LLC 4.49% Reduce -0.7% 24,602 $9.9M
Parallel Advisors, LLC 0.22% Add +12.9% 24,566 $9.9M
Topel & Distasi Wealth Management, LLC 4.22% Reduce -13.0% 24,532 $9.9M
Blue Trust, Inc. 0.13% Reduce -10.1% 24,373 $9.8M
Patten Group, Inc. 2.16% Reduce -0.6% 24,338 $9.8M
Argent Trust Co 0.40% Add +1.9% 24,314 $9.8M
Truepoint, Inc. 0.26% Reduce -3.6% 24,215 $9.7M
Venture Visionary Partners LLC 0.41% Reduce -1.7% 24,194 $9.7M
Snowden Capital Advisors LLC 0.30% Add +6.4% 24,176 $9.7M
Walled Lake Planning & Wealth Management, LLC 3.61% Reduce -1.6% 24,142 $9.7M
Conning Inc. 0.36% No change 24,087 $9.7M
Global Strategic Investment Solutions, LLC 1.13% Add +7.3% 24,049 $9.7M
ARK & TLK Investments, LLC 3.35% Reduce -0.5% 24,039 $9.7M
American Trust 0.73% New 23,778 $9.5M
Axxcess Wealth Management, LLC 0.24% Add +4.0% 23,694 $9.5M
Coldstream Capital Management Inc. 0.20% Add +1.7% 23,583 $9.5M
Paragon Financial Partners, Inc. 7.12% Reduce -6.0% 23,561 $9.5M
Eukles Asset Management 4.03% Reduce -4.2% 23,535 $9.5M
Pettinga Financial Advisors LLC 2.14% Reduce -3.5% 23,529 $9.4M
Paladin Advisory Group, LLC 7.19% Reduce -2.5% 23,383 $9.4M
Ancora Advisors LLC 0.21% Add +1.8% 23,133 $9.3M
Aaron Wealth Advisors LLC 1.07% Add +8.7% 22,987 $9.2M
Unionview, LLC 6.76% Reduce -1.5% 22,912 $9.2M
Holistic Financial Partners 4.58% Reduce -0.4% 22,964 $9.2M
Zacks Investment Management 0.09% Add +169.4% 22,925 $9.2M
Bison Wealth, LLC 2.03% Add +20.4% 22,897 $9.2M
Apollon Wealth Management, LLC 0.21% Add +21.2% 22,751 $9.1M
Legal & General Group Plc 0.00% Add +3.1% 22,620 $9.1M
Oarsman Capital, Inc. 1.58% Reduce -5.3% 22,544 $9.1M
Community Bank, N.A. 1.16% Reduce -0.3% 22,503 $9.0M
AlTi Global, Inc. 0.22% Reduce -0.1% 22,491 $9.0M
Chicago Wealth Management, Inc. 4.66% Add +6.2% 22,351 $9.0M
Americana Partners, LLC 0.37% Add +88.7% 22,294 $9.0M
Sound View Wealth Advisors Group, LLC 0.72% Reduce -1.7% 22,213 $8.9M
NTV Asset Management LLC 1.17% Reduce -0.2% 22,165 $8.9M
Cypress Capital, LLC 2.53% Add +0.1% 22,038 $8.9M
American State Bank (Iowa) 5.33% Reduce -0.1% 22,027 $8.8M
Gladstone Institutional Advisory LLC 0.41% Add +4.8% 22,025 $8.8M
Pitcairn Co. 0.52% Reduce -10.6% 21,987 $8.8M
Linscomb Wealth, Inc. 0.44% Reduce -1.9% 21,857 $8.8M
SOA Wealth Advisors, LLC. 1.61% Reduce -4.2% 21,833 $8.8M
&partners 0.11% Add +14.8% 21,589 $8.8M
Objectivity Squared, LLC 6.08% Add +0.1% 21,983 $8.8M
Watts Gwilliam & Co., LLC 1.84% Reduce -0.6% 21,574 $8.7M
Cresta Advisors, Ltd. 4.55% No change 23,165 $8.7M
Heck Capital Advisors, LLC 0.98% Add +4.4% 21,316 $8.6M
1900 Wealth Management LLC 0.71% Reduce -2.2% 21,157 $8.5M
J.W. Cole Advisors, Inc. 0.34% Add +0.5% 21,078 $8.5M
Bleakley Financial Group, LLC 0.25% Add +4.0% 21,055 $8.5M
Quent Capital, LLC 0.87% Reduce -2.5% 20,989 $8.4M
Peapack Gladstone Financial Corp. 0.12% Add +11.3% 20,944 $8.4M
Essential Planning, LLC. 0.05% New 21,336 $8.4M
Arkadios Wealth Advisors 0.46% Reduce -5.2% 20,817 $8.4M
Ruggaard & Associates LLC 3.67% Reduce -2.3% 20,812 $8.4M
Frederick Financial Consultants, LLC 6.66% — 20,769 $8.3M
Rebalance, LLC 0.62% Reduce -0.1% 20,703 $8.3M
St. Louis Trust Co 1.19% No change 20,670 $8.3M
Millennium Management 0.01% Add +486.3% 20,598 $8.3M
Kraft, Davis & Associates, LLC 2.36% Reduce -2.5% 20,160 $8.3M
Sequoia Financial Advisors, LLC 0.08% Add +23.9% 20,570 $8.3M
Stock Yards Bank & Trust Co. 0.28% Reduce -4.0% 20,446 $8.2M
Landaas & Co. /Wi 2.26% Reduce -0.2% 20,292 $8.1M
Kingsview Wealth Management, LLC 0.16% Add +2.8% 20,128 $8.1M
Summit Investment Advisors, Inc. 7.18% — 19,428 $8.1M
Matrix Asset Advisors Inc. 0.88% Add +3.6% 20,107 $8.1M
Rothschild Investment LLC 0.53% Reduce -2.0% 20,004 $8.0M
Market Street Wealth Management Advisors LLC 1.34% Reduce -3.8% 19,950 $8.0M
Northstar Group, Inc. 1.39% Reduce -0.0% 19,939 $8.0M
ICONIQ Capital, LLC 0.12% New 19,812 $8.0M
Berkshire Asset Management LLC 0.38% Reduce -2.5% 19,122 $7.9M
CENTRAL TRUST Co 0.19% Reduce -0.0% 19,615 $7.9M
Bawa N Mallick Trust 3.45% — 19,550 $7.9M
Fiduciary Trust Co 0.10% Add +1.4% 19,507 $7.8M
Schroder Investment Management Group 0.01% Reduce -39.9% 19,325 $7.8M
Tudor Investment Corporation 0.08% Reduce -19.5% 19,399 $7.8M
Mycio Wealth Partners, LLC 1.86% Reduce -0.2% 19,325 $7.8M
Elevation Capital Advisory, LLC 3.32% New 19,269 $7.7M
Provenance Wealth Advisors, LLC 1.00% Reduce -1.7% 19,253 $7.7M
CFM Wealth Partners LLC 1.30% Add +1.6% 19,232 $7.7M
Breed's Hill Capital LLC 4.02% No change 19,151 $7.7M
Alesco Advisors, LLC, An ESL Co 0.24% Add +3.7% 19,134 $7.7M
Mutual Advisors, LLC 0.22% Reduce -1.1% 19,093 $7.7M
Dixon Fnancial Services, Inc. 4.16% No change 19,070 $7.7M
Cornerstone Advisory, LLC 0.87% Reduce -2.5% 18,391 $7.7M
Garde Capital, Inc. 0.50% Reduce -0.2% 18,894 $7.6M
AE Wealth Management LLC 0.06% Reduce -13.8% 18,890 $7.6M
Ami Asset Management Corp. 0.40% Add +0.8% 18,687 $7.5M
Harbour Capital Advisors, LLC 1.67% Reduce -1.2% 18,412 $7.5M
Sustainable Growth Advisers, LP 0.04% Add +166.8% 18,623 $7.5M
Tandem Financial, LLC 8.07% — 18,616 $7.5M
Willis Johnson & Associates, Inc. 0.57% Reduce -2.9% 18,511 $7.4M
City Holding Co. 1.05% Reduce -7.0% 18,454 $7.4M
Potentia Wealth 3.29% — 18,412 $7.4M
Apexium Financial, LP 0.45% Reduce -0.8% 18,343 $7.4M
Forum Financial Management, LP 0.12% Reduce -2.2% 18,268 $7.3M
EPG Wealth Management LLC 1.93% Reduce -0.3% 18,205 $7.3M
Dimension Capital Management LLC 1.19% Add +3.6% 18,074 $7.3M
First Western Trust Bank 0.33% Reduce -1.4% 17,919 $7.2M
Stage Harbor Financial, LLC 6.23% Add +0.1% 17,827 $7.2M
Indiana Trust & Investment Management Co 2.43% Reduce -3.3% 17,767 $7.1M
Three Bridge Wealth Advisors, LLC 2.49% Add +3.3% 17,693 $7.1M
Next Capital Management LLC 2.91% Add +2.4% 17,645 $7.1M
2UniFi Bank 4.71% — 17,629 $7.1M
CJM Wealth Advisers, Ltd. 2.38% Add +1.1% 17,618 $7.1M
Certuity, LLC 0.77% Reduce -4.0% 17,547 $7.0M
Tolleson Wealth Management, Inc. 1.44% Reduce -0.8% 17,527 $7.0M
Renaissance Technologies 0.01% New 17,500 $7.0M
OMNI 360 Wealth, Inc. 4.66% Reduce -0.4% 17,434 $7.0M
Counterweight Ventures, LLC 4.95% Reduce -1.3% 17,420 $7.0M
Next Level Private LLC 2.82% Reduce -3.5% 17,403 $7.0M
Sanders Morris Harris LLC 1.04% Reduce -42.4% 16,933 $6.9M
New England Private Wealth Advisors LLC 1.10% Add +7.5% 17,217 $6.9M
Lowe Brockenbrough & Co. Inc. 0.44% Reduce -2.8% 17,153 $6.9M
Clark Capital Management Group, Inc. 0.05% Reduce -25.0% 17,129 $6.9M
Partnership Wealth Management, LLC 5.72% Reduce -4.0% 17,129 $6.9M
Saxon Interests, Inc. 3.02% Reduce -0.8% 17,088 $6.9M
Tanglewood Legacy Advisors, LLC 2.91% Reduce -0.1% 16,975 $6.8M
Advisory Services Network, LLC 0.13% Add +13.9% 16,956 $6.8M
Opes Wealth Management LLC 1.39% Add +1.2% 16,932 $6.8M
Financial Advisors, LLC 1.30% Reduce -1.6% 16,914 $6.8M
DHJJ Financial Advisors, Ltd. 2.63% Reduce -2.2% 16,783 $6.7M
Pinnacle Associates Ltd. 0.09% Reduce -0.6% 16,761 $6.7M
Flagstar Securities, Inc. 1.67% Add +9.2% 16,693 $6.7M
Smith & Howard Wealth Management, LLC 1.89% Reduce -2.9% 16,593 $6.7M
Perigon Wealth Management, LLC 0.16% Reduce -0.6% 16,552 $6.7M
Fred Alger Management, LLC 0.03% Add +824200.0% 16,486 $6.6M
Colorado Capital Management, Inc. 3.19% Reduce -2.0% 16,417 $6.6M
FineMark National Bank & Trust 0.23% Reduce -0.5% 16,297 $6.5M
Sands Capital Management, LLC 0.02% Add +231.2% 16,228 $6.5M
Zuckerman Investment Group, LLC 0.63% Add +3.9% 16,087 $6.5M
Bay Capital Advisors, LLC 5.23% — 16,175 $6.5M
Farther Finance Advisors, LLC 0.23% Add +2.5% 16,149 $6.5M
CreativeOne Wealth, LLC 0.20% Add +2.2% 16,111 $6.5M
Beam Wealth Advisors, Inc. 2.04% Reduce -4.0% 16,044 $6.4M
EverSource Wealth Advisors, LLC 0.36% Add +1.9% 15,956 $6.4M
Advisory Resource Group 1.35% Reduce -14.1% 15,895 $6.4M
Cornerstone Planning Group LLC 1.54% Reduce -0.8% 15,505 $6.3M
Total Clarity Wealth Management, Inc. 2.02% Reduce -28.4% 15,505 $6.2M
Composition Wealth, LLC 0.13% Add +19.8% 15,422 $6.2M
Wealthcare Advisory Partners LLC 0.17% Add +1.2% 15,413 $6.2M
IFG Advisory, LLC 0.35% Reduce -7.0% 15,363 $6.2M
Forvis Mazars Wealth Advisors, LLC 0.14% Add +1.5% 15,358 $6.2M
Canal Capital Management, LLC 1.00% Reduce -0.1% 15,342 $6.2M
Janus Henderson Group PLC 0.00% Add +314.3% 15,330 $6.2M
Monetary Management Group Inc. 1.60% Add +2.2% 15,326 $6.2M
Apriem Advisors 0.70% Add +0.8% 15,259 $6.1M
Boston Financial Mangement LLC 0.18% Reduce -2.6% 15,228 $6.1M
Nicolet Bankshares Inc. 1.19% Reduce -0.7% 15,208 $6.1M
Ethos Financial Group, LLC 0.79% Reduce -46.3% 14,957 $6.0M
Mathes Company, Inc. 2.21% Reduce -8.6% 14,950 $6.0M
Avity Investment Management Inc. 0.47% Reduce -1.6% 14,901 $6.0M
NovaPoint Capital, LLC 1.83% Add +38.6% 14,896 $6.0M
Rehmann Capital Advisory Group 0.38% Add +2.4% 14,782 $5.9M
Logan Capital Management Inc. 0.25% Add +37.5% 14,780 $5.9M
Cornerstone Advisors Asset Management, LLC 1.26% Add +0.7% 14,495 $5.8M
Osborne Partners Capital Management, LLC 0.34% Reduce -1.2% 14,481 $5.8M
Strategic Family Wealth Counselors, L.L.C. 1.88% Add +3.5% 14,412 $5.8M
TPG Financial Advisors, LLC 2.51% Reduce -1.3% 14,339 $5.8M
Edgewood Management LLC 0.02% New 14,300 $5.7M
Advisors Preferred, LLC 0.92% New 14,271 $5.7M
Lowery Thomas, LLC 3.70% Reduce -0.3% 14,136 $5.7M
Ellis Investment Partners, LLC 1.11% Reduce -3.3% 14,089 $5.7M
Dynamic Financial Group 5.74% — 14,067 $5.6M
IFP Advisors, Inc 0.18% Add +102.4% 14,022 $5.6M
Dynamic Advisor Solutions LLC 0.24% Reduce -17.8% 13,944 $5.6M
JSF Financial, LLC 1.48% Reduce -2.5% 13,822 $5.6M
Serenus Wealth Advisors, LLC 0.96% — 13,814 $5.5M
Cornerstone Wealth Advisors, Inc. 1.52% Reduce -4.0% 13,793 $5.5M
Prosperity Consulting Group, LLC 0.41% Add +6.0% 13,687 $5.5M
Flow Traders U.S. LLC 0.22% Reduce -25.6% 13,511 $5.4M
Foundation Wealth Management, LLC\PA 2.62% — 13,445 $5.4M
MidAtlantic Capital Management, Inc. 3.93% Add +0.2% 13,377 $5.4M
CPC Advisors, LLC 0.73% Reduce -0.1% 13,280 $5.3M
Alta Wealth Advisors LLC 2.33% Reduce -1.3% 13,277 $5.3M
AdvisorNet Financial, Inc 0.45% Add +9.1% 13,259 $5.3M
Caprock Group, LLC 0.17% Add +0.2% 13,242 $5.3M
Harbor Investment Advisory, LLC 0.50% Add +1.4% 13,234 $5.3M
Lebenthal Global Advisors, LLC 0.97% New 13,169 $5.3M
Talisman Wealth Advisors LLC 5.60% Add +5.8% 13,153 $5.3M
Valmark Advisers, Inc. 0.08% Add +3.4% 13,150 $5.3M
Brookstone Capital Management 0.08% Reduce -0.1% 13,106 $5.3M
Amplius Wealth Advisors, LLC 0.54% Reduce -1.4% 13,059 $5.2M
Sigma Planning Corp 0.16% Add +0.3% 13,027 $5.2M
Intrua Financial, LLC 0.85% New 13,018 $5.2M
Clearbridge Investments, LLC 0.00% Add +602.8% 12,890 $5.2M
Cadence Bank 0.35% Reduce -1.0% 12,866 $5.2M
Xponance LLC 0.05% Reduce -13.4% 12,798 $5.1M
Cassaday & Co Wealth Management LLC 0.14% Add +0.8% 12,739 $5.1M
Olympus Wealth Management, LLC 1.86% Add +13.4% 12,694 $5.1M
McAdam, LLC 0.28% Reduce -0.4% 12,549 $5.0M
Widmann Financial Services, Inc. 3.90% Reduce -1.8% 12,537 $5.0M
Eagle Strategies LLC 0.87% Reduce -0.3% 12,479 $5.0M
Verdence Capital Advisors LLC 0.40% Reduce -0.4% 12,433 $5.0M
Merit Financial Group, LLC 0.09% Add +70.2% 12,414 $5.0M
Legacy Advisors, LLC 0.48% Add +3.3% 12,389 $5.0M
Bollard Group LLC 0.14% Add +0.1% 12,305 $4.9M
Private Trust Co. NA 0.51% Add +15.2% 12,264 $4.9M
Pachira Investments Inc. 3.01% Add +21.0% 12,151 $4.9M
Legacy Trust 1.14% Reduce -4.8% 12,249 $4.9M
Avior Wealth Management, LLC 0.18% Add +4.3% 12,239 $4.9M
Affinity Capital Advisors, LLC 0.92% Reduce -2.2% 12,112 $4.9M
MTM Investment Management, LLC 1.88% Add +0.5% 12,165 $4.9M
Valley Forge Investment Consultants Inc. Adv 1.68% Add +0.2% 12,162 $4.9M
Crestwood Advisors Group, LLC 0.09% Add +7.8% 12,139 $4.9M
Silver Oak Securities, Incorporated 0.45% Reduce -2.7% 11,966 $4.8M
Laird Norton Wetherby Wealth Management, LLC 0.23% Add +0.1% 12,073 $4.8M
Centennial Bank 2.28% Reduce -14.3% 12,051 $4.8M
Marcum Wealth, LLC 0.42% Add +4.0% 12,035 $4.8M
W Advisors, LLC 2.98% No change 12,010 $4.8M
Fidelity D & D Bancorp Inc. 3.20% Add +20.5% 11,984 $4.8M
Foster Dykema Cabot & Partners, LLC 0.37% Reduce -7.2% 11,953 $4.8M
City National Bank of Florida 4.36% — 11,904 $4.8M
Simplicity Wealth,LLC 1.00% Reduce -43.5% 11,904 $4.8M
Disciplined Investments, LLC 2.35% Reduce -1.9% 11,877 $4.8M
PAX Financial Group, LLC 0.85% Reduce -5.9% 11,875 $4.8M
Hilltop Holdings Inc. 0.30% Add +20.9% 11,865 $4.8M
Associated Banc-Corp 0.14% Add +0.7% 11,858 $4.8M
Joel Isaacson & Co., LLC 0.21% Add +3.7% 11,840 $4.8M
Marshall Financial Group Inc. 1.45% Add +0.1% 11,837 $4.8M
Eldridge Investment Advisors, Inc. 1.10% Add +0.2% 11,818 $4.7M
Icon Wealth Advisors, LLC 0.39% Reduce -0.6% 11,801 $4.7M
Redhawk Wealth Advisors, Inc. 0.64% Reduce -1.6% 11,800 $4.7M
Stevens Capital Partners 2.14% Reduce -0.9% 11,749 $4.7M
Okabena Investment Services Inc. 1.31% No change 11,701 $4.7M
Embree Financial Group 0.79% Add +0.0% 11,556 $4.6M
Stonegate Investment Group, LLC 0.12% Add +0.2% 11,554 $4.6M
Sigma Investment Counselors Inc. 0.27% Add +0.0% 11,527 $4.6M
Verum Partners LLC 1.33% Reduce -0.3% 11,482 $4.6M
Summit Wealth & Retirement Planning, Inc. 1.43% Add +6.9% 11,473 $4.6M
Sax Wealth Advisors, LLC 0.36% Add +4.2% 11,454 $4.6M
Leavell Investment Management, Inc. 0.22% Add +3.4% 11,399 $4.6M
Azimuth Capital Investment Management LLC 0.18% Reduce -20.6% 11,354 $4.6M
Cornerstone Wealth Group, LLC 0.37% Reduce -0.6% 11,350 $4.6M
Waterway Wealth Management, LLC 2.00% Add +21.6% 11,347 $4.6M
DSG Capital Advisors, LLC 0.81% — 11,140 $4.5M
Dynasty Wealth Management, LLC 0.08% New 11,121 $4.5M
Willner & Heller, LLC 3.91% Reduce -1.3% 11,116 $4.5M
Wesbanco Bank Inc. 0.15% Add +0.1% 11,097 $4.5M
McCarthy Asset Management, Inc. 3.13% Reduce -0.4% 11,046 $4.4M
Stonebridge Capital Advisors LLC 0.35% Reduce -3.0% 10,959 $4.4M
Central Pacific Bank - Trust Division 0.60% Add +1.8% 10,953 $4.4M
Integrated Advisors Network LLC 0.21% Add +10.3% 10,898 $4.4M
Flagship Harbor Advisors, LLC 0.23% Add +8.1% 10,888 $4.4M
Paces Ferry Wealth Advisors, LLC 2.12% Add +0.6% 10,854 $4.4M
Atlas Brown,Inc. 1.49% Reduce -0.1% 10,832 $4.3M
Etesian Wealth Advisors, Inc. 1.92% Add +0.5% 10,819 $4.3M
Pure Financial Advisors, LLC 0.10% Add +9.5% 10,779 $4.3M
Founders Financial Alliance, LLC 1.19% Reduce -2.4% 10,750 $4.3M
Able Wealth Management LLC 2.81% Reduce -1.9% 10,657 $4.3M
Key Financial Inc 0.97% Add +0.2% 10,617 $4.3M
Main Street Financial Solutions, LLC 0.42% Reduce -10.1% 10,572 $4.2M
Essex Financial Services, Inc. 0.30% Reduce -3.7% 10,541 $4.2M
Segment Wealth Management, LLC 0.29% No change 10,534 $4.2M
International Assets Investment Management, LLC 0.35% Add +9.9% 10,551 $4.2M
Whittier Trust Co. of Nevada Inc. 0.10% Add +0.8% 10,508 $4.2M
Great Lakes Advisors, LLC 0.04% Reduce -12.2% 10,500 $4.2M
Capital Asset Advisory Services LLC 0.21% Reduce -1.6% 10,231 $4.2M
SilverOak Wealth Management LLC 0.90% No change 10,374 $4.2M
Sepio Capital, LP 0.33% Reduce -51.3% 10,325 $4.1M
Thompson Siegel & Walmsley LLC 0.06% No change 10,304 $4.1M
Quantum Portfolio Management LLC 2.22% Add +0.1% 10,302 $4.1M
Mainstream Capital Management LLC 2.90% Reduce -2.3% 10,298 $4.1M
Northeast Financial Consultants Inc 0.17% No change 10,256 $4.1M
Diversified Portfolios, Inc. 0.45% Add +1.6% 10,248 $4.1M
Davis R M Inc. 0.08% Reduce -0.8% 10,228 $4.1M
Sage Mountain Advisors LLC 0.30% Reduce -0.1% 10,224 $4.1M
Pinnacle Wealth Planning Services, Inc. 0.61% Reduce -0.8% 10,174 $4.1M
Guidance Point Advisors, LLC 1.19% Add +13.7% 10,160 $4.1M
Legacy Financial Group, Inc. 1.30% Add +2.9% 10,030 $4.0M
Fisher Asset Management 0.00% Add +36.1% 10,007 $4.0M
Chicago Partners Investment Group LLC 0.13% Reduce -0.3% 9,934 $4.0M
First National Trust Co 0.15% Reduce -0.7% 9,995 $4.0M
Centerpoint Advisory Group 3.87% — 9,954 $4.0M
KMG Fiduciary Partners, LLC 0.33% Reduce -5.2% 9,953 $4.0M
Wharton Business Group, LLC 0.18% Reduce -1.1% 9,952 $4.0M
Enclave Advisors LLC 0.66% Reduce -0.7% 9,925 $4.0M
Aspiriant, LLC 0.14% Add +1.4% 9,883 $4.0M
Mosaic Family Wealth Partners, LLC 0.57% Reduce -2.5% 9,861 $4.0M
Stonebridge Financial Planning Group, LLC 1.76% Add +43.4% 9,828 $3.9M
Foundations Investment Advisors, LLC 0.08% Add +4.2% 9,823 $3.9M
Sierra Capital LLC 0.46% No change 9,718 $3.9M
InvesTrust 1.08% — 9,615 $3.9M
Premier Path Wealth Partners, LLC 0.59% Reduce -2.4% 9,695 $3.9M
Towerpoint Wealth, LLC 1.90% Add +4.1% 9,664 $3.9M
Darwin Wealth Management, LLC 1.30% Reduce -6.5% 9,651 $3.9M
Towercrest Capital Management 0.62% No change 9,624 $3.9M
Jefferies Financial Group Inc. 0.04% Add +0.2% 9,595 $3.9M
Mechanics Bank Trust Department 0.51% Reduce -5.4% 9,592 $3.9M
Family Capital Management, Inc. 2.32% Reduce -2.6% 9,579 $3.8M
Midland Wealth Advisors, LLC 0.23% Add +3.4% 9,566 $3.8M
SOL Capital Management CO 0.43% Add +6.8% 9,538 $3.8M
WealthShield Partners, LLC 0.54% Reduce -5.2% 9,527 $3.8M
Sendero Wealth Management, LLC 0.57% Reduce -0.5% 9,523 $3.8M
Calamos Wealth Management LLC 0.19% Add +1.2% 9,507 $3.8M
Hillcrest Wealth Advisors - NY, LLC 1.81% Reduce -2.6% 9,500 $3.8M
Equitable Trust Co. 0.21% New 9,495 $3.8M
BBR Partners, LLC 0.27% Reduce -6.7% 9,484 $3.8M
GAMMA Investing LLC 0.32% Add +26.4% 9,465 $3.8M
Wedbush Securities Inc. 0.14% Add +8.6% 9,433 $3.8M
Spirepoint Private Client, LLC 0.47% Add +0.8% 9,363 $3.8M
Corrigan Financial, Inc. 0.86% Reduce -0.8% 9,360 $3.8M
GenWealth Group, Inc. 0.85% Reduce -10.3% 9,334 $3.7M
Strategic Wealth Investment Group, LLC 0.21% New 29,722 $3.7M
KDK Private Wealth Management, LLC 3.89% — 9,312 $3.7M
Mayport, LLC 1.10% No change 9,300 $3.7M
Park Place Capital Corp 1.03% Reduce -9.3% 9,134 $3.7M
Sharkey, Howes & Javer 0.51% No change 9,109 $3.7M
FAS Wealth Partners, Inc. 0.31% Reduce -2.6% 9,071 $3.6M
CRA Financial Services, LLC 0.62% Reduce -1.8% 8,980 $3.6M
Howland Capital Management LLC 0.16% Reduce -1.9% 8,969 $3.6M
Angeles Wealth Management, LLC 0.30% Add +2.4% 8,924 $3.6M
Goodman Financial Corp 0.76% No change 8,915 $3.6M
Quotient Wealth Partners, LLC 0.12% Reduce -0.8% 8,896 $3.6M
Clark & Stuart, Inc 2.61% — 8,892 $3.6M
Fairhaven Wealth Management, LLC 1.12% Add +0.2% 8,890 $3.6M
Oxford Financial Group, LTD. LLC 0.23% No change 8,842 $3.6M
Stratos Wealth Advisors, LLC 0.17% Reduce -4.3% 8,838 $3.5M
World Investment Advisors 0.10% Add +86.1% 8,783 $3.5M
jvl associates llc 1.34% Reduce -0.1% 8,777 $3.5M
Independent Financial Group, LLC 0.12% Reduce -0.8% 8,776 $3.5M
Atlantic Edge Private Wealth Management, LLC 1.09% No change 8,767 $3.5M
Permanent Capital Management, LP 1.09% — 8,753 $3.5M
IFC Advisors LLC 0.76% — 8,737 $3.5M
Adirondack Trust Co. 1.33% Add +10.5% 8,652 $3.5M
Mgo One Seven LLC 0.13% Reduce -4.3% 8,645 $3.5M
Monograph Wealth Advisors, LLC 0.46% Reduce -1.4% 8,589 $3.4M
Money Concepts Capital Corp. 0.26% Add +102.1% 8,576 $3.4M
Certified Advisory Corp 0.37% Reduce -0.1% 8,528 $3.4M
Goelzer Investment Management, Inc. 0.20% Reduce -44.6% 8,525 $3.4M
Columbus Macro, LLC 0.47% New 8,521 $3.4M
Meridian Management Co. 0.90% Reduce -9.1% 8,502 $3.4M
PFG Advisors 0.21% Reduce -14.9% 8,482 $3.4M
Brightwater Advisory LLC 2.67% Reduce -4.8% 8,479 $3.4M
Argyle Capital Partners, LLC 2.91% — 8,455 $3.4M
Jackson Hole Capital Partners, LLC 0.68% No change 8,443 $3.4M
Evanson Asset Management, LLC 0.23% Reduce -16.6% 8,405 $3.4M
Diversify Wealth Management, LLC 0.26% Add +23.4% 8,466 $3.4M
Financial Advocates Investment Management 0.19% Add +7.8% 8,381 $3.4M
Greenleaf Trust 0.03% Add +2.9% 8,356 $3.4M
Jordan Park Group LLC 0.25% Add +0.0% 8,353 $3.4M
Meridian Wealth Management, LLC 0.16% Reduce -1.3% 8,318 $3.3M
Harbour Investments, Inc. 0.10% Add +3.2% 8,312 $3.3M
Noble Family Wealth, LLC 0.92% Reduce -7.7% 8,207 $3.3M
Wealth Dimensions Group, Ltd. 0.81% Reduce -5.1% 8,279 $3.3M
Wealthstream Advisors, Inc. 0.61% Reduce -5.0% 8,277 $3.3M
Baron Financial Group, LLC 2.06% Reduce -1.7% 8,270 $3.3M
Westfield Capital Management Co. LP 0.01% Add +609.0% 8,231 $3.3M
QRG Capital Management, Inc. 0.03% Add +32.6% 8,208 $3.3M
Leo Wealth, LLC 0.29% Reduce -4.1% 8,183 $3.3M
Roman Butler Fullerton & Co. 1.04% Reduce -0.7% 8,129 $3.3M
Leigh Baldwin & Co., LLC 2.77% — 8,167 $3.3M
Annex Advisory Services, LLC 0.10% Reduce -1.8% 8,154 $3.3M
Frank, Rimerman Advisors LLC 0.24% No change 8,111 $3.3M
Horan Securities, Inc. 1.23% Add +0.1% 8,100 $3.3M
Canandaigua National Bank & Trust Co. 0.32% Add +0.9% 8,095 $3.3M
SeaCrest Wealth Management, LLC 0.34% Reduce -7.8% 8,094 $3.3M
Exencial Wealth Advisors, LLC 0.12% Add +12.9% 8,048 $3.2M
ProVise Management Group, LLC 0.28% Reduce -10.5% 8,039 $3.2M
Susquehanna International Group, LLP 0.00% Reduce -83.7% 8,011 $3.2M
Weaver Capital Management LLC 0.90% No change 8,010 $3.2M
Robinson Smith Wealth Advisors LLC 2.72% Add +6.7% 7,990 $3.2M
Glass Jacobson Investment Advisors llc 1.05% Reduce -2.1% 7,988 $3.2M
Granite Investment Partners, LLC 0.14% Add +2723.4% 7,962 $3.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -11.1% 7,862 $3.2M
Highline Wealth Partners LLC 1.04% Add +8.2% 7,893 $3.2M
NFSG Corp 0.81% Add +6.1% 7,866 $3.2M
Lee, Kelleher & Klein Wealth Management 2.25% — 7,861 $3.2M
Biondo Investment Advisors, LLC 0.43% Add +2.3% 7,845 $3.2M
First United Bank & Trust 1.14% Reduce -1.7% 7,840 $3.1M
Kingswood Wealth Advisors, LLC 0.24% Reduce -42.9% 7,823 $3.1M
Texas Bank & Trust Co 1.29% — 7,796 $3.1M
Belpointe Asset Management LLC 0.19% Add +2.4% 8,561 $3.1M
James J. Burns & Company, LLC 0.54% Reduce -2.5% 7,785 $3.1M
RiverTree Advisors, LLC 2.05% New 7,756 $3.1M
Glenview Trust Co 0.06% Reduce -0.6% 7,753 $3.1M
Macquarie Group Ltd. 0.00% New 7,698 $3.1M
Level Four Advisory Services, LLC 0.13% Add +20.1% 7,666 $3.1M
Zions Bancorporation, N.A. 0.19% Reduce -1.2% 7,646 $3.1M
SouthState Bank Corp 0.20% Add +0.1% 7,644 $3.1M
Insight 2811, Inc. 1.58% Reduce -4.4% 7,636 $3.1M
Vance Wealth, LLC 1.18% Reduce -2.5% 7,634 $3.1M
Empower Advisory Group, LLC 0.01% Reduce -6.7% 7,633 $3.1M
Pacific Capital Wealth Advisors, Inc. 0.51% Reduce -2.7% 7,618 $3.1M
Wolverine Trading, LLC 0.07% Add +203.3% 7,514 $3.0M
Cahaba Wealth Management, Inc. 0.25% Reduce -2.1% 7,580 $3.0M
Kapstone Financial Advisors LLC 1.62% No change 7,418 $3.0M
Soltis Investment Advisors LLC 0.28% Reduce -1.2% 7,559 $3.0M
Custos Family Office, LLC 1.06% Reduce -14.2% 7,553 $3.0M
Capital Investment Advisors, LLC 0.06% Reduce -6.8% 7,547 $3.0M
Sabal Trust CO 0.17% Reduce -0.7% 7,520 $3.0M
Burke & Herbert Bank & Trust Co. 0.72% Reduce -1.4% 7,510 $3.0M
Voya Investment Management LLC 0.00% Reduce -11.5% 7,494 $3.0M
Peddock Capital Advisors, LLC 0.72% Reduce -1.0% 7,463 $3.0M
Vista Capital Partners, Inc. 0.35% Reduce -3.7% 7,426 $3.0M
Middleton & Co. Inc. 0.33% Reduce -2.6% 7,426 $3.0M
Moss Adams Wealth Advisors LLC 0.31% Reduce -0.3% 7,403 $3.0M
Radnor Capital Management, LLC 0.50% Reduce -32.9% 7,400 $3.0M
Biltmore Family Office, LLC 0.50% Reduce -0.9% 7,360 $3.0M
Client First Capital LLC 1.52% Add +9.9% 7,358 $3.0M
Fiducient Advisors LLC 0.36% Reduce -6.0% 7,357 $3.0M
Almanack Investment Partners, LLC. 0.45% Reduce -0.1% 7,328 $2.9M
Red Cedar Investment Management, LLC 0.37% Reduce -35.5% 7,290 $2.9M
Total Wealth Planning, LLC 0.45% Reduce -2.5% 7,270 $2.9M
Integrated Capital Management, Inc. 2.30% Reduce -2.4% 7,240 $2.9M
Nikulski Financial, Inc. 0.85% Reduce -71.8% 7,204 $2.9M
Suncoast Equity Management 0.32% No change 7,201 $2.9M
Cullinan Associates Inc. 0.19% No change 7,200 $2.9M
Stephens Consulting, LLC 0.72% Reduce -0.8% 7,180 $2.9M
Moneco Advisors, LLC 0.30% Add +2.2% 7,126 $2.9M
Crewe Advisors LLC 0.39% Reduce -4.1% 7,095 $2.8M
Snider Financial Group 0.88% New 7,088 $2.8M
Meridian Wealth Advisors, LLC 0.47% Add +0.1% 7,084 $2.8M
Beaumont Financial Advisors, LLC 0.21% Reduce -0.4% 7,080 $2.8M
Aprio Wealth Management, LLC 0.41% Reduce -0.4% 7,079 $2.8M
Latitude Advisors, LLC 1.60% Add +204.4% 7,068 $2.8M
U.S. Capital Wealth Advisors, LLC 0.09% Add +91.7% 7,055 $2.8M
Cove Private Wealth, LLC 1.74% Add +654.0% 7,050 $2.8M
Ramirez Asset Management, Inc. 0.57% No change 7,050 $2.8M
CoreCap Advisors, LLC 0.13% Reduce -8.1% 7,033 $2.8M
Element Pointe Advisors, LLC 0.66% No change 6,991 $2.8M
Elevation Wealth Partners, LLC 1.18% Reduce -1.2% 6,980 $2.8M
Sandy Spring Bank 0.11% Reduce -1.7% 6,965 $2.8M
Win Advisors, Inc. 1.34% New 6,920 $2.8M
Tilson Financial Group, Inc. 1.13% Reduce -0.4% 6,918 $2.8M
First National Bank Sioux Falls 1.18% Reduce -0.2% 6,913 $2.8M
Park Edge Advisors, LLC 0.81% Reduce -32.2% 6,911 $2.8M
GC Wealth Management RIA, LLC 0.49% Add +4.3% 6,902 $2.8M
Regal Investment Advisors LLC 0.21% Add +2.4% 6,895 $2.8M
Flywheel Private Wealth LLC 2.54% — 6,887 $2.8M
Fiduciary Financial Group, LLC 0.61% Add +4.6% 6,936 $2.8M
Midwest Professional Planners, LTD. 0.81% Reduce -6.6% 6,779 $2.7M
Alliance Wealth Management Group 0.73% No change 6,762 $2.7M
Perennial Investment Advisors, LLC 0.32% Reduce -15.0% 6,726 $2.7M
Courier Capital LLC 0.19% Add +39.6% 6,716 $2.7M
JFG Wealth Management, LLC 0.62% Reduce -3.1% 6,715 $2.7M
General Partner, Inc. 1.62% No change 6,696 $2.7M
Cypress Capital Group 0.33% Add +42.3% 6,664 $2.7M
Quadrant Private Wealth Management, LLC 0.66% No change 6,655 $2.7M
Betterment LLC 0.01% Reduce -0.7% 6,653 $2.7M
Beirne Wealth Consulting Services, LLC 0.96% Add +0.1% 6,614 $2.7M
Trust Point Inc. 0.18% Reduce -0.3% 6,613 $2.7M
Cannon Financial Strategists, Inc. 0.45% Reduce -0.4% 6,556 $2.6M
WMS Partners, LLC 0.15% Add +5.5% 6,547 $2.6M
Maryland Capital Advisors Inc. 1.22% No change 6,543 $2.6M
Brady Martz Wealth Solutions, LLC 0.63% — 6,646 $2.6M
Global Trust Asset Management, LLC 1.00% Reduce -7.9% 6,540 $2.6M
Merriman Wealth Management, LLC 0.11% Reduce -4.6% 6,536 $2.6M
Moloney Securities Asset Management, LLC 0.35% Reduce -2.1% 6,513 $2.6M
Auour Investments LLC 0.91% Reduce -0.1% 6,378 $2.6M
Cannell & Spears LLC 0.05% Reduce -1.7% 6,487 $2.6M
CGN Advisors LLC 0.25% Reduce -0.1% 6,467 $2.6M
Fortress Financial Group, LLC 2.58% — 6,460 $2.6M
G2 Capital Management, LLC / Oh 0.76% Reduce -1.1% 6,459 $2.6M
Cambridge Advisors Inc. 0.58% No change 6,453 $2.6M
Revolve Wealth Partners, LLC 0.38% Add +2.4% 6,447 $2.6M
Norris Perne & French LLP 0.19% No change 6,416 $2.6M
Gryphon Financial Partners LLC 0.37% Reduce -16.3% 6,412 $2.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Reduce -12.1% 6,410 $2.6M
Trilogy Capital Inc. 0.13% Add +4.7% 6,387 $2.6M
Independence Bank of Kentucky 0.39% Add +17.2% 6,363 $2.6M
Veracity Capital LLC 0.93% Reduce -0.1% 6,355 $2.6M
Chesley Taft & Associates LLC 0.12% Reduce -0.1% 6,335 $2.5M
Cooper Financial Group 0.31% Reduce -5.0% 6,325 $2.5M
Journey Strategic Wealth LLC 0.09% Add +0.4% 6,323 $2.5M
Transcend Capital Advisors, LLC 0.18% Reduce -10.3% 6,274 $2.5M
Great Waters Wealth Management 0.32% Reduce -2.7% 6,252 $2.5M
WealthBridge Capital Management, LLC 0.69% Add +1.7% 6,228 $2.5M
DAVENPORT & Co LLC 0.01% Add +5.7% 6,224 $2.5M
Seven Mile Advisory 1.59% Add +4.2% 6,218 $2.5M
Massachusetts Financial Services Co. 0.00% Add +92.4% 6,193 $2.5M
Clifford Group, LLC 1.90% Reduce -3.8% 6,192 $2.5M
Hoese & Co LLP 2.16% Reduce -3.1% 6,192 $2.5M
Beaton Management Co. Inc. 1.25% No change 6,159 $2.5M
Wescott Financial Advisory Group, LLC 0.26% Add +0.1% 6,134 $2.5M
Plante Moran Financial Advisors, LLC 0.20% No change 6,107 $2.5M
Investmark Advisory Group LLC 1.20% Add +2.6% 6,095 $2.4M
Bogart Wealth, LLC 0.12% Reduce -1.9% 6,082 $2.4M
Becker Capital Management Inc. 0.08% Reduce -0.7% 6,081 $2.4M
Palisade Asset Management, LLC 0.25% No change 6,034 $2.4M
Signet Financial Management, LLC 0.31% Reduce -0.1% 6,025 $2.4M
Trademark Financial Management, LLC 1.92% Add +7.1% 6,016 $2.4M
ALM First Financial Advisors, LLC 0.57% No change 7,285 $2.4M
Clear Creek Financial Management, LLC 0.26% Reduce -10.3% 5,942 $2.4M
Sovran Advisors, LLC 0.34% — 6,032 $2.4M
Cascade Wealth Advisors, Inc 1.61% Reduce -2.3% 5,932 $2.4M
Gries Financial LLC 0.42% Reduce -2.6% 5,928 $2.4M
TD Asset Management Inc 0.00% Add +3.3% 5,893 $2.4M
Cornerstone Wealth Management, LLC 0.16% Add +0.2% 5,876 $2.4M
Manchester Capital Management LLC 0.27% Reduce -0.3% 5,874 $2.4M
Assetmark, Inc. 0.01% Add +124.3% 5,847 $2.3M
Catalina Capital Group, LLC 0.77% Reduce -2.4% 5,831 $2.3M
Focus Financial Network, Inc. 0.09% Add +8.8% 5,815 $2.3M
Savvy Advisors, Inc. 0.28% Add +2.9% 5,770 $2.3M
Tocqueville Asset Management L.P. 0.04% Add +46.1% 5,721 $2.3M
Advisors Capital Management, LLC 0.04% Add +2.1% 5,713 $2.3M
Autumn Glory Partners, LLC 1.12% No change 5,707 $2.3M
Greenspring Advisors, LLC 0.50% Reduce -0.2% 5,699 $2.3M
Blue Investment Partners LLC 0.84% Add +1.3% 5,688 $2.3M
CCG Wealth Management, LLC 1.26% No change 5,648 $2.3M
Insight Inv LLC 1.58% Add +1713.5% 5,640 $2.3M
Norris Financial Group, LLC 1.06% Add +1.0% 5,621 $2.3M
Concurrent Investment Advisors, LLC 0.06% Add +0.9% 5,617 $2.3M
West Michigan Advisors, LLC 0.68% Add +17.3% 5,604 $2.3M
Koshinski Asset Management, Inc. 0.19% Add +5.2% 5,592 $2.2M
Archer Investment Corp 0.60% Reduce -0.0% 5,581 $2.2M
Colonial Trust Co / SC 0.33% Add +0.8% 5,580 $2.2M
Ausdal Financial Partners, Inc. 0.19% Add +4.0% 5,571 $2.2M
Marmo Financial Group, LLC 1.21% Reduce -0.5% 5,569 $2.2M
Trust Co of the South 0.46% Reduce -10.0% 5,564 $2.2M
Old Mission Investment Co LLC 0.67% Add +0.1% 5,544 $2.2M
National Philanthropic Trust 0.03% Reduce -24.1% 5,538 $2.2M
Lee Danner & Bass Inc. 0.18% Add +61.3% 5,512 $2.2M
1834 Investment Advisors Co. 0.28% Reduce -58.4% 5,497 $2.2M
Bearing Point Capital, LLC 0.46% — 5,488 $2.2M
First Hawaiian Bank 0.07% Add +12.6% 5,479 $2.2M
Allegheny Financial Group 0.57% Add +39.1% 5,477 $2.2M
Tarbox Family Office, Inc. 0.36% Add +0.0% 5,449 $2.2M
Salomon & Ludwin, LLC 0.23% Reduce -4.0% 5,439 $2.2M
Modern Wealth Management, LLC 0.08% Add +256.9% 5,425 $2.2M
Principal Securities, Inc. 0.05% Reduce -0.7% 5,424 $2.2M
Providence Capital Advisors, LLC 0.44% Add +5.9% 5,411 $2.2M
JP Wealth Management, Inc. 1.59% — 5,400 $2.2M
Atalanta Sosnoff Capital, LLC 0.05% Add +1.9% 5,338 $2.1M
Wick Capital Partners, LLC 0.63% Add +1.6% 5,308 $2.1M
HUB Investment Partners, LLC 0.09% Add +1.9% 5,297 $2.1M
Cyndeo Wealth Partners, LLC 0.14% Reduce -1.6% 5,288 $2.1M
Forefront Wealth Partners, LLC 1.58% — 5,275 $2.1M
Forte Capital LLC 0.24% Reduce -0.0% 5,263 $2.1M
Westwood Holdings Group Inc. 0.02% Add +12.8% 5,197 $2.1M
Beacon Financial Group 0.22% Reduce -2.7% 5,194 $2.1M
Elevation Point Wealth Partners, LLC 0.17% Add +13.5% 5,191 $2.1M
Luts & Greenleigh Group, Inc. 2.06% Reduce -0.9% 5,189 $2.1M
RKL Wealth Management LLC 0.18% New 5,165 $2.1M
Investment Advisory Group, LLC 0.69% Add +4.8% 5,142 $2.1M
Acropolis Investment Management, LLC 0.12% Add +2.3% 5,137 $2.1M
USAdvisors Wealth Management, LLC 0.67% Reduce -0.8% 5,116 $2.1M
Blankinship & Foster, LLC 0.50% Reduce -2.8% 5,095 $2.0M
Emprise Bank 1.15% No change 5,086 $2.0M
Clarius Group, LLC 0.14% Reduce -10.8% 5,063 $2.0M
Asset Dedication, LLC 0.16% Reduce -1.7% 5,048 $2.0M
Matrix Private Capital Group LLC 1.15% Reduce -2.1% 5,042 $2.0M
Thrive Wealth Management, LLC 0.36% Add +98.4% 5,036 $2.0M
IFG Advisors, LLC 0.40% Add +0.1% 5,031 $2.0M
Caldwell Trust Co 0.21% Reduce -33.2% 5,029 $2.0M
Summit Financial Strategies, Inc. 0.22% Reduce -1.2% 5,021 $2.0M
Financial Connections Group, Inc. 0.96% No change 4,974 $2.0M
Home Federal Bank of Tennessee 0.59% No change 4,960 $2.0M
Salem Investment Counselors Inc. 0.07% Reduce -0.4% 4,956 $2.0M
VeraBank, N.A. 0.56% Reduce -0.2% 4,953 $2.0M
Thomasville National Bank 0.14% Reduce -0.5% 4,946 $2.0M
Wealthedge Investment Advisors, LLC 0.89% — 4,933 $2.0M
Curated Wealth Partners LLC 0.23% No change 4,927 $2.0M
Performance Wealth Partners, LLC 0.06% No change 4,912 $2.0M
SkyView Investment Advisors, LLC 0.31% No change 4,908 $2.0M
Magnus Financial Group LLC 0.19% Reduce -5.1% 4,894 $2.0M
Vestmark Advisory Solutions, Inc. 0.07% New 4,866 $2.0M
Petix & Botte Co 0.51% Add +2.1% 4,864 $2.0M
Mma Asset Management LLC 0.85% Reduce -58.9% 4,831 $1.9M
Aft, Forsyth & Company, Inc. 0.95% Add +0.0% 4,812 $1.9M
Donaldson Capital Management, LLC 0.07% Add +1.1% 4,794 $1.9M
Plancorp, LLC 0.08% Add +0.0% 4,788 $1.9M
KCM Investment Advisors LLC 0.07% Reduce -11.8% 4,775 $1.9M
Friday Financial 1.32% — 4,753 $1.9M
Compound Planning, Inc. 0.10% Add +85.0% 4,711 $1.9M
Hancock Whitney Corp. 0.06% Add +10.5% 4,704 $1.9M
Bensler, LLC 0.22% Add +0.5% 4,695 $1.9M
Empirical Asset Management, LLC 0.62% Add +0.0% 5,295 $1.9M
Beacon Financial Advisory LLC 0.60% Add +10.2% 4,630 $1.9M
Selective Wealth Management, Inc. 0.76% Add +2.7% 4,703 $1.9M
WASHINGTON TRUST Co 0.07% Reduce -0.1% 4,575 $1.8M
TD Waterhouse Canada Inc. 0.01% Reduce -2.3% 4,566 $1.8M
MWA Asset Management 1.22% Reduce -5.1% 4,557 $1.8M
Blue Bell Private Wealth Management, LLC 0.35% Add +0.1% 4,554 $1.8M
Welch & Forbes LLC 0.02% Add +7.9% 4,548 $1.8M
Maxwell Wealth Strategies Inc. 0.74% Reduce -2.1% 4,543 $1.8M
Tranquility Partners, LLC 0.68% Reduce -5.5% 4,500 $1.8M
Evergreen Capital Management LLC 0.06% No change 4,526 $1.8M
Capital Group Private Client Services, Inc. 0.02% Reduce -3.5% 4,525 $1.8M
Verus Capital Partners, LLC 0.17% Reduce -1.6% 4,524 $1.8M
Rockwood Wealth Management, LLC 0.20% Reduce -3.5% 4,468 $1.8M
Cardiff Park Advisors, LLC 0.17% Add +0.0% 4,495 $1.8M
Glassman Wealth Services 0.30% Reduce -2.6% 4,491 $1.8M
Broadview Financial Management, LLC 1.29% Reduce -1.4% 4,490 $1.8M
Intrust Bank NA 0.18% No change 4,489 $1.8M
Cidel Asset Management Inc. 0.12% No change 4,485 $1.8M
Keystone Wealth Services, LLC 0.48% Add +3.4% 4,483 $1.8M
Willow Creek Wealth Management Inc. 0.18% Reduce -2.7% 4,476 $1.8M
Brown, Lisle/Cummings, Inc. 0.54% No change 4,475 $1.8M
Lake Street Advisors Group, LLC 0.08% Reduce -4.1% 4,469 $1.8M
Roehl & Yi Investment Advisors, LLC 0.98% — 4,444 $1.8M
RiverFront Investment Group, LLC 0.04% Add +61.6% 4,444 $1.8M
Jacobi Capital Management LLC 0.13% Add +0.1% 4,443 $1.8M
Fort Washington Investment Advisors Inc. 0.01% Reduce -0.5% 4,440 $1.8M
HTG Investment Advisors, Inc. 0.81% Reduce -4.5% 4,427 $1.8M
BOK Financial Private Wealth, Inc. 0.13% No change 4,418 $1.8M
Grant Street Asset Management, Inc. 0.46% Add +0.1% 4,405 $1.8M
Townsend Asset Management Corp. /NC/ 0.65% Reduce -2.4% 4,405 $1.8M
Cascade Financial Partners, LLC 0.23% No change 4,397 $1.8M
Castle Wealth Management LLC 0.69% Reduce -0.9% 4,395 $1.8M
Ibex Wealth Advisors 0.21% New 4,385 $1.8M
Apella Capital, LLC 0.07% No change 4,385 $1.8M
Asset Allocation Strategies LLC 0.42% Add +15.2% 4,285 $1.8M
TCV Trust & Wealth Management, Inc. 0.16% Reduce -2.0% 4,379 $1.8M
HMS Capital Management, LLC 0.85% No change 4,371 $1.8M
Sage Capital Management, LLC 0.89% Add +0.1% 4,368 $1.8M
Valley National Advisers Inc. 0.31% No change 4,349 $1.7M
Vise Technologies, Inc. 0.15% Add +6.3% 4,336 $1.7M
Transamerica Financial Advisors, LLC 0.17% Add +3.0% 4,300 $1.7M
Burns J W & Co. Inc. 0.22% Reduce -0.5% 4,297 $1.7M
Ironwood Financial, llc 0.36% Reduce -5.5% 4,296 $1.7M
Bedel Financial Consulting, Inc. 0.24% Reduce -4.1% 4,197 $1.7M
Evermay Wealth Management LLC 0.26% No change 4,270 $1.7M
PGIM Custom Harvest LLC 0.03% Add +17.2% 4,263 $1.7M
Washington Trust Advisors, Inc. 0.14% Reduce -9.1% 4,254 $1.7M
Benchmark Financial Wealth Advisors, LLC 0.54% Add +0.8% 4,232 $1.7M
Lloyd Advisory Services, LLC. 0.80% Add +0.9% 4,213 $1.7M
Independent Solutions Wealth Management, LLC 0.37% Add +12.4% 4,190 $1.7M
Orser Capital Management, LLC 1.16% Reduce -2.6% 4,178 $1.7M
Renasant Bank 1.09% No change 4,177 $1.7M
Carret Asset Management, LLC 0.18% Reduce -16.2% 4,175 $1.7M
PFG Investments, LLC 0.10% Add +0.1% 4,168 $1.7M
Northeast Investment Management 0.07% No change 4,166 $1.7M
MBL Wealth, LLC 0.17% Add +1.8% 4,161 $1.7M
S.A. Mason LLC 0.87% No change 4,144 $1.7M
RFP Financial Group LLC 0.65% No change 4,135 $1.7M
Raab & Moskowitz Asset Management LLC 0.40% Reduce -5.7% 4,105 $1.6M
Tassel Capital Management, Inc. 1.46% — 4,096 $1.6M
Capital Wealth Alliance, LLC 0.93% Add +21.2% 4,091 $1.6M
Cambridge Financial Group, LLC 0.70% Reduce -1.8% 4,088 $1.6M
Arax Advisory Partners 0.10% Add +0.7% 4,085 $1.6M
Edgemoor Investment Advisors, Inc. 0.15% No change 4,072 $1.6M
Gallacher Capital Management LLC 0.81% Reduce -14.8% 4,066 $1.6M
Regimen Wealth, LLC 0.53% Reduce -0.4% 4,064 $1.6M
Mattern Capital Management, LLC 0.21% Reduce -6.2% 4,058 $1.6M
Alteri Wealth LLC 0.45% — 4,053 $1.6M
Clarkston Capital Partners, LLC 0.03% No change 4,048 $1.6M
Brookmont Capital Management 0.86% Reduce -7.7% 4,005 $1.6M
Wealthspire Retirement, LLC 0.13% Reduce -2.1% 4,003 $1.6M
Allodium Investment Consultants, LLC 1.34% — 4,000 $1.6M
Florida Trust Wealth Management Co 0.05% No change 3,995 $1.6M
Laurel Wealth Advisors LLC 0.25% No change 3,984 $1.6M
Franklin, Parlapiano, Turner & Welch, LLC 0.43% Add +0.9% 3,983 $1.6M
Kanawha Capital Management LLC 0.12% Reduce -0.4% 3,952 $1.6M
Ferguson Wellman Capital Management, Inc. 0.03% No change 3,932 $1.6M
Wealth Alliance, LLC 0.19% Add +530.8% 3,930 $1.6M
Venturi Wealth Management, LLC 0.08% No change 3,913 $1.6M
O'Dell Group, LLC 0.35% Add +5.9% 3,905 $1.6M
Nicolet Advisory Services, LLC 0.14% Add +4.3% 3,930 $1.6M
Financial Management Network Inc. 0.33% Reduce -1.1% 3,841 $1.6M
Pin Oak Investment Advisors Inc. 1.42% No change 4,166 $1.6M
4Thought Financial Group Inc. 0.97% Add +180.3% 3,879 $1.6M
Wedgewood Partners Inc. 0.31% New 3,874 $1.6M
Forum Private Client Group LLC 0.69% Reduce -1.6% 3,861 $1.6M
BHK Investment Advisors, LLC 0.58% Add +1.3% 3,858 $1.5M
Planning Alternatives Ltd. 0.24% No change 3,855 $1.5M
Partners in Financial Planning 0.31% No change 3,840 $1.5M
Morton Capital Management LLC 0.29% Reduce -1.0% 3,830 $1.5M
Ewa, LLC 0.58% Add +0.1% 3,821 $1.5M
Nova R Wealth, Inc. 0.77% Add +0.1% 3,819 $1.5M
Sheets Smith Wealth Management 0.19% Reduce -4.1% 3,803 $1.5M
BlueChip Wealth Advisors LLC 0.85% Add +1.1% 3,800 $1.5M
American Investment Services, Inc. 0.27% Reduce -1.8% 3,792 $1.5M
Harvest Investment Services, LLC 0.37% Reduce -3.6% 3,783 $1.5M
Financial Sense Advisors, Inc. 0.51% Add +0.0% 3,780 $1.5M
FWL Investment Management, LLC 0.55% No change 3,775 $1.5M
Cordgrass Capital Advisors, LLC 0.44% Reduce -2.3% 3,770 $1.5M
Greenwood Gearhart LLC 0.10% Reduce -0.7% 3,769 $1.5M
PrairieView Partners, LLC 0.16% Reduce -6.5% 3,765 $1.5M
Colony Family Offices, LLC 0.47% No change 3,745 $1.5M
Symphony Financial Services, Inc. 1.21% Add +3.2% 3,744 $1.5M
Asset Management Group, Inc. 0.27% Reduce -1.5% 3,741 $1.5M
Jupiter Wealth Management LLC 0.75% No change 3,735 $1.5M
American Financial & Tax Strategies Inc. 0.77% No change 3,708 $1.5M
Hurley Capital, LLC 1.20% — 3,653 $1.5M
Alamar Capital Management, LLC 0.81% Reduce -0.5% 3,696 $1.5M
Delta Financial Group, Inc. 0.35% New 3,697 $1.5M
Brown Financial Advisory 1.06% Reduce -1.2% 3,691 $1.5M
Essex Bank 0.36% Reduce -2.5% 3,662 $1.5M
Encompass Wealth Advisors, LLC 0.59% Reduce -5.0% 3,658 $1.5M
Pursue Wealth Partners LLC 0.83% Add +1.4% 3,625 $1.5M
Headlands Technologies LLC 0.15% Add +33.1% 3,622 $1.5M
Brio Consultants, LLC 0.23% Reduce -8.1% 3,615 $1.5M
Concourse Financial Group Securities, Inc. 0.08% Reduce -0.1% 3,485 $1.4M
Archford Capital Strategies, LLC 0.22% No change 3,600 $1.4M
TBH Global Asset Management, LLC 0.34% Reduce -7.2% 3,578 $1.4M
GAMCO Investors 0.01% No change 3,570 $1.4M
Wealthstar Advisors, LLC 0.62% — 3,567 $1.4M
Good Life Advisors, LLC 0.10% Reduce -59.9% 3,566 $1.4M
Thoroughbred Financial Services, LLC 0.09% Add +2.3% 3,565 $1.4M
M. Kulyk & Associates, LLC 0.31% Reduce -1.1% 3,549 $1.4M
Schnieders Capital Management LLC 0.28% No change 3,530 $1.4M
Pallas Capital Advisors LLC 0.06% No change 3,523 $1.4M
Heritage Financial Services, LLC 0.19% Reduce -0.6% 3,514 $1.4M
Quadrant Capital Group LLC 0.10% Reduce -11.0% 3,512 $1.4M
Golden Road Advisors LLC 1.06% Reduce -1.9% 3,498 $1.4M
Westmount Partners, LLC 0.43% Reduce -0.3% 3,484 $1.4M
BSW Wealth Partners 0.20% No change 3,469 $1.4M
Trivium Point Advisory, LLC 0.17% Add +406.0% 3,446 $1.4M
Strategic Financial Services, Inc. 0.08% Reduce -5.0% 3,434 $1.4M
Chapin Davis, Inc. 0.45% No change 3,671 $1.4M
Sand Hill Global Advisors, LLC 0.06% Add +19.1% 3,428 $1.4M
Riverpoint Wealth Management Holdings, LLC 0.36% Add +0.1% 3,425 $1.4M
Summit X, LLC 0.30% Reduce -0.6% 3,420 $1.4M
Lyell Wealth Management, LP 0.12% Add +15.2% 3,415 $1.4M
WealthPLAN Partners, LLC 0.19% Add +7.9% 3,389 $1.4M
Ballast Advisors LLC 0.42% Reduce -2.1% 3,386 $1.4M
Lionshead Wealth Management, LLC 0.98% — 3,375 $1.4M
Activest Wealth Management 0.38% Add +4.7% 3,369 $1.4M
Allstate Corp. 0.04% Reduce -72.0% 3,350 $1.3M
Riverview Capital Advisers, LLC 0.41% Add +5.9% 3,346 $1.3M
Parisi Gray Wealth Management 0.43% Add +0.7% 3,338 $1.3M
Watershed Private Wealth LLC 0.52% No change 3,315 $1.3M
Tritonpoint Wealth, LLC 0.12% Add +7.1% 3,315 $1.3M
Proactive Wealth Strategies LLC 0.69% Reduce -3.5% 3,316 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Add +0.1% 3,302 $1.3M
Anderson Hoagland & Co. 0.14% Add +167.5% 3,255 $1.3M
SP Asset Management LLC 0.11% No change 3,293 $1.3M
Bluespring Wealth Management, LLC 0.14% Reduce -0.1% 3,286 $1.3M
Financial Insights, Inc. 0.51% Reduce -27.3% 3,275 $1.3M
Stegner Investment Associates Inc. 0.87% Reduce -0.5% 3,262 $1.3M
Smith Salley Wealth Management 0.08% Add +14.3% 3,256 $1.3M
Benjamin Edwards Inc. 0.02% Add +10.3% 3,249 $1.3M
Financial Perspectives, Inc 0.44% Add +2.4% 3,245 $1.3M
Ascentis Independent Advisors 0.25% Add +5.2% 3,236 $1.3M
Berkeley Capital Partners, LLC 0.36% Add +0.3% 3,224 $1.3M
Aspen Wealth Management LLC 0.38% No change 3,207 $1.3M
Atala Financial Inc 0.90% — 3,201 $1.3M
St. Clair Advisors, LLC 0.37% Add +4.4% 3,196 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.07% Add +2.1% 3,195 $1.3M
Kera Capital Partners, Inc. 0.37% — 3,187 $1.3M
17 Capital Partners, LLC 0.81% Add +4.1% 3,181 $1.3M
Bank of New Hampshire 0.33% Reduce -1.6% 3,180 $1.3M
SageView Advisory Group, LLC 0.05% Add +31.6% 3,175 $1.3M
Pacific Financial Group Inc. 0.94% Add +0.0% 3,171 $1.3M
Sharp Wealth Advisory, LLC 0.96% Add +2.4% 3,164 $1.3M
TFR Capital, LLC. 0.63% — 3,156 $1.3M
Fairvoy Private Wealth, LLC 0.34% — 3,154 $1.3M
Appleton Partners Inc. 0.09% Add +0.2% 3,150 $1.3M
Capital City Trust Co. 0.32% Reduce -4.8% 3,149 $1.3M
Csenge Advisory Group 0.07% Add +28.6% 3,134 $1.3M
Seneca Financial Advisors LLC 0.62% Add +0.1% 3,133 $1.3M
Flynn Zito Capital Management, LLC 0.59% New 3,133 $1.3M
Argus Investors' Counsel, Inc. 0.84% Add +2.7% 3,127 $1.3M
Verus Wealth Management, LLC 1.41% — 3,122 $1.3M
HHM Wealth Advisors, LLC 0.17% Add +2647.8% 3,105 $1.2M
CBIZ Investment Advisory Services, LLC 0.06% Add +1.2% 3,103 $1.2M
Destination Wealth Management 0.04% Add +1.3% 3,092 $1.2M
Rockbridge Investment Management, LCC 0.16% No change 3,083 $1.2M
Founders Financial Securities LLC 0.11% Reduce -7.7% 3,075 $1.2M
Financial Partners Group, Inc 0.18% Add +17.7% 3,063 $1.2M
HBW Advisory Services LLC 0.13% Add +3.1% 3,063 $1.2M
Diversified Enterprises, LLC 0.12% Add +27.4% 3,063 $1.2M
Manhattan West Asset Management, LLC 0.33% No change 3,061 $1.2M
Heartwood Wealth Advisors LLC 0.14% No change 3,050 $1.2M
Ballew Advisors, Inc 0.78% Add +0.1% 3,087 $1.2M
AAF Wealth Management, LLC 0.62% Add +0.0% 3,047 $1.2M
Berbice Capital Management LLC 0.98% — 3,044 $1.2M
WestHill Financial Advisors, Inc. 0.27% Reduce -15.8% 3,043 $1.2M
Code Waechter LLC 1.07% No change 3,040 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Add +9.6% 3,031 $1.2M
Silicon Valley Capital Partners 0.14% Add +0.1% 3,023 $1.2M
Stanich Group LLC 0.91% — 3,017 $1.2M
LS Investment Advisors, LLC 0.18% No change 3,016 $1.2M
Drive Wealth Management, LLC 0.30% Reduce -36.1% 3,012 $1.2M
Retirement Planning Group, LLC 0.06% Reduce -24.8% 3,004 $1.2M
Farmers & Merchants Investments Inc. 0.04% Add +3.7% 3,003 $1.2M
HFG Advisors, Inc. 1.05% No change 3,001 $1.2M
Greatmark Investment Partners, Inc. 0.16% Reduce -15.1% 2,988 $1.2M
Maxele Advisors, LLC 1.14% — 2,987 $1.2M
Estate Counselors, LLC 0.13% Reduce -0.4% 2,986 $1.2M
Walkner Condon Financial Advisors LLC 0.24% Add +18.2% 2,986 $1.2M
Opus Capital Group, LLC 0.15% No change 2,980 $1.2M
Ritholtz Wealth Management 0.04% Add +15.5% 2,974 $1.2M
Hemington Wealth Management 0.30% No change 2,967 $1.2M
Roberts Financial Services LLC 0.22% Reduce -7.0% 2,960 $1.2M
Aspen Grove Capital, LLC 0.25% No change 2,958 $1.2M
Farmers National Bank 0.35% — 2,956 $1.2M
Woodmont Investment Counsel LLC 0.09% Reduce -11.5% 2,947 $1.2M
First Commonwealth Financial Corp 0.28% No change 2,937 $1.2M
Adero Partners, LLC 0.08% No change 2,934 $1.2M
First City Capital Management, Inc. 0.63% No change 2,929 $1.2M
Tortoise Investment Management, LLC 0.12% No change 2,928 $1.2M
Geneva Partners, LLC 0.47% Reduce -2.5% 2,910 $1.2M
Interchange Capital Partners, LLC 0.42% No change 2,895 $1.2M
New Age Alpha Advisors, LLC 0.05% New 2,895 $1.2M
Per Stirling Capital Management, LLC. 0.16% Reduce -4.4% 2,893 $1.2M
Gateway Wealth Partners, LLC 0.30% Add +0.3% 2,886 $1.2M
Waterfront Wealth Inc. 0.28% No change 2,878 $1.2M
Addison Advisors LLC 0.32% Reduce -4.3% 2,876 $1.2M
NorthCrest Asset Manangement, LLC 0.03% Reduce -2.8% 2,867 $1.2M
Rollins Financial Advisors, LLC 0.18% No change 2,856 $1.1M
David Wealth Management LLC 0.94% — 2,839 $1.1M
Zhang Financial LLC 0.07% Reduce -2.5% 2,832 $1.1M
NWK Group, Inc. 0.44% Reduce -8.7% 2,831 $1.1M
Parkshore Wealth Management, Inc. 0.68% — 2,823 $1.1M
Baker Boyer National Bank 0.39% Reduce -0.8% 2,810 $1.1M
Arista Wealth Management, LLC 0.27% Reduce -17.8% 2,808 $1.1M
Obermeyer Wealth Partners 0.06% Reduce -3.6% 2,806 $1.1M
Galvin, Gaustad & Stein, LLC 0.10% No change 2,800 $1.1M
Evensky & Katz LLC 0.07% Reduce -0.4% 2,793 $1.1M
Carnegie Investment Counsel 0.03% Reduce -5.5% 2,785 $1.1M
Orrstown Financial Services Inc. 0.30% No change 2,780 $1.1M
First Bank & Trust 0.21% Reduce -2.8% 2,776 $1.1M
Hazlett, Burt & Watson, Inc. 0.49% Reduce -0.3% 2,770 $1.1M
Chicago Capital, LLC 0.03% Add +1.0% 2,765 $1.1M
Chilton Investment Co. Inc. 0.03% Add +30.3% 2,759 $1.1M
Goldstein Advisors, LLC 0.16% Reduce -8.1% 2,739 $1.1M
United Bank 0.13% No change 2,739 $1.1M
Rossmore Private Capital 0.14% Reduce -1.2% 2,735 $1.1M
Sprinkle Financial Consultants LLC 0.75% Add +0.1% 2,728 $1.1M
Q3 Asset Management 0.68% Reduce -9.6% 2,729 $1.1M
Insight Advisors, LLC/ PA 0.19% Add +4.9% 2,702 $1.1M
Realta Investment Advisors 0.45% New 2,688 $1.1M
Cozad Asset Management Inc. 0.10% Reduce -2.2% 2,710 $1.1M
Barnes Pettey Financial Advisors, LLC 0.83% No change 2,695 $1.1M
Smithfield Trust Co 0.05% No change 2,663 $1.1M
TAGStone Capital, Inc. 0.53% Add +0.1% 2,657 $1.1M
Coastline Trust Co 0.12% Reduce -4.0% 2,655 $1.1M
Spinnaker Trust 0.07% Add +0.5% 2,648 $1.1M
CFS Investment Advisory Services, LLC 0.09% Add +25.5% 2,626 $1.1M
Heritage Investors Management Corp. 0.03% Add +53.7% 2,626 $1.1M
Petredis Investment Advisors LLC 0.11% No change 2,623 $1.1M
Parker Financial LLC 0.52% Reduce -16.5% 2,619 $1.1M
Naviter Wealth, LLC 0.13% Add +100.0% 2,618 $1.1M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -12.0% 2,613 $1.0M
Ackerman Capital Advisors, LLC 0.27% No change 2,610 $1.0M
Wedmont Private Capital 0.06% Add +7.2% 2,628 $1.0M
Signature Wealth Management Partners, LLC 0.71% Add +1.5% 2,583 $1.0M
TFC Financial Management, Inc. 0.16% Add +0.0% 2,578 $1.0M
Fortis Group Advisors, LLC 0.19% No change 2,577 $1.0M
Orgel Wealth Management, LLC 0.03% Add +3.5% 2,577 $1.0M
Geneos Wealth Management Inc. 0.04% Add +0.0% 2,576 $1.0M
Everett Harris & Co. 0.01% No change 2,573 $1.0M
Theory Financial LLC 0.43% Add +9.3% 2,567 $1.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -1.0% 2,564 $1.0M
Tennessee Valley Asset Management Partners 0.17% Add +0.8% 2,557 $1.0M
Peak Planning Group, LLC 0.43% Reduce -0.3% 2,556 $1.0M
Resonant Capital Advisors, LLC 0.07% Reduce -3.1% 2,554 $1.0M
Goldstone Financial Group, LLC 0.16% Add +5.4% 2,550 $1.0M
Atwood & Palmer Inc. 0.07% Add +9.3% 2,550 $1.0M
First Merchants Corp. 0.04% Reduce -2.7% 2,529 $1.0M
Kendall Capital Management 0.30% Reduce -5.8% 2,525 $1.0M
Bailard, Inc. 0.03% Add +0.6% 2,524 $1.0M
Power Wealth Management LLC 0.42% No change 2,520 $1.0M
Calamos Advisors LLC 0.01% New 2,519 $1.0M
Hudson Capital Management LLC 0.33% Add +54.9% 2,515 $1.0M
Siligmueller & Norvid Wealth Advisors LLC 0.43% — 2,510 $1.0M
MA Private Wealth 0.19% No change 2,485 $998K
Fiera Capital Corp 0.00% Add +217.7% 2,484 $998K
Bank of Hawaii 0.06% No change 2,476 $994K
Kingstone Capital Partners Texas, LLC 0.81% — 2,474 $993K
Union Savings Bank 0.49% Add +2.0% 2,472 $993K
Wealth Architects, LLC 0.11% Reduce -5.3% 2,468 $991K
Capital Investment Advisory Services, LLC 0.10% Add +7.8% 2,465 $990K
First Financial Corp. 0.46% No change 2,464 $989K
Trek Financial, LLC 0.07% Add +174.8% 2,457 $987K
Aventura Private Wealth, LLC 0.53% — 2,444 $981K
Madison Asset Management, LLC 0.01% No change 2,440 $980K
Madison Investment Advisors, LLC 0.01% — 2,440 $980K
Flagship Private Wealth, LLC 0.47% Add +31.0% 2,433 $977K
CWA Asset Management Group, LLC 0.05% Reduce -1.0% 2,430 $976K
Columbia Bank 0.34% Add +16.5% 2,467 $975K
Citizens & Northern Corp. 0.27% No change 2,423 $973K
Compton Wealth Advisory Group, LLC 0.25% No change 2,416 $970K
Family Manage LLC 0.16% No change 2,415 $970K
Axis Wealth Partners, LLC 0.82% — 2,414 $969K
Prosperity Wealth Management, Inc. 0.40% No change 2,412 $969K
Navis Wealth Advisors, LLC 1.06% Add +20.6% 2,411 $968K
WNY Asset Management, LLC 0.12% No change 2,405 $966K
Sincerus Advisory, LLC 1.04% — 2,404 $965K
Strategic Blueprint, LLC 0.06% Add +5.2% 2,403 $965K
Vontobel Holding Ltd. 0.00% No change 2,400 $964K
Members Wealth LLC 0.72% — 2,346 $963K
Capital Advantage, Inc. 0.18% New 2,395 $962K
Tull Financial Group, Inc. 0.58% No change 2,393 $961K
Castleview Partners, LLC 0.52% Reduce -5.4% 2,394 $959K
First Manhattan Co. Llc. 0.00% Add +0.8% 2,384 $957K
SFG Wealth Management, LLC. 0.50% Reduce -6.4% 2,383 $957K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -3.3% 2,382 $957K
Presilium Private Wealth, LLC 0.22% No change 2,380 $956K
GPS Wealth Strategies Group, LLC 0.12% Reduce -8.1% 2,380 $956K
Victory Financial Group, LLC 0.25% — 2,378 $955K
Magnolia Private Wealth, LLC 0.85% — 2,373 $953K
World Equity Group, Inc. 0.20% Add +91.9% 2,372 $953K
Capital Analysts, LLC 0.04% Add +1.8% 2,363 $949K
Gotham Asset Management 0.01% No change 2,357 $947K
Fortis Capital Advisors, LLC 0.32% Add +0.4% 2,584 $944K
Beacon Capital Management, LLC 0.12% Add +0.1% 2,347 $942K
PBMares Wealth Management LLC 0.19% No change 2,342 $941K
Verus Financial Partners, Inc. 0.11% No change 2,362 $940K
Private Capital Management LLC 0.19% Reduce -6.3% 2,324 $933K
Stockman Wealth Management, Inc. 0.15% No change 2,321 $932K
Ellevest, Inc. 0.05% Reduce -27.9% 2,321 $932K
Falcon Wealth Planning 0.10% No change 2,311 $928K
Eight 31 Financial, LLC 0.70% No change 2,308 $927K
Ledyard National Bank 0.09% Add +2.0% 2,302 $924K
Prosperity Planning, Inc. 0.42% No change 2,301 $924K
Wolverine Asset Management LLC 0.07% New 2,300 $924K
Sunbelt Securities, Inc. 0.08% Reduce -12.0% 2,274 $922K
J. W. Coons Advisors, LLC 0.24% No change 2,292 $920K
Reston Wealth Management LLC 0.34% Reduce -5.3% 2,288 $919K
Mosaic Financial Group, LLC 0.66% Add +0.0% 2,284 $917K
Hamilton Point Investment Advisors, LLC 0.17% No change 2,278 $915K
Larson Financial Group LLC 0.05% Add +3.1% 2,272 $912K
Qube Research & Technologies Ltd 0.00% Add +188.3% 2,269 $911K
Valley Wealth Managers, Inc. 0.07% Add +0.3% 2,268 $911K
Leonard Rickey Investment Advisors P.L.L.C. 0.21% Reduce -5.1% 2,263 $909K
Full Sail Capital, LLC 0.06% Reduce -0.1% 2,261 $908K
Camden National Bank 0.14% New 2,253 $905K
Insigneo Advisory Services, LLC 0.09% Add +6.9% 2,252 $904K
Elevatus Welath Management 0.31% No change 2,249 $903K
Two Sigma Securities, LLC 0.16% New 2,249 $903K
Oak Wealth Advisors LLC 0.69% — 2,244 $901K
Integrity Wealth Solutions LLC 0.50% Add +0.1% 2,242 $900K
Strategies Wealth Advisors, LLC 0.11% Reduce -7.0% 2,178 $898K
Little House Capital LLC 0.26% Reduce -1.1% 2,230 $896K
Sightline Wealth Advisors, LLC 0.48% Add +0.1% 2,226 $894K
Fortitude Financial, LLC 0.50% — 2,220 $892K
Lee Financial Co 0.13% No change 2,219 $891K
Kavar Capital Partners Group, LLC 0.15% No change 2,219 $891K
Campbell Wealth Management 0.08% Add +66.7% 2,215 $889K
Weaver Consulting Group 0.27% No change 2,207 $886K
Private Wealth Advisors, LLC 0.39% No change 2,202 $884K
Anson Capital, Inc. 0.77% No change 2,200 $883K
Bordeaux Wealth Advisors LLC 0.14% No change 2,197 $882K
YANKCOM Partnership 0.47% — 2,188 $878K
Stratos Investment Management, LLC 0.05% Add +7.3% 2,187 $878K
Harfst & Associates, Inc. 0.18% Reduce -1.1% 2,181 $876K
Chevy Chase Trust Holdings, LLC 0.00% Add +4.5% 2,177 $874K
Capital Advisors Inc. 0.02% No change 2,174 $873K
Klingman & Associates, LLC 0.06% Add +9.9% 2,167 $870K
GEM Asset Management, LLC 0.49% No change 2,167 $870K
Maia Wealth LLC 0.19% New 2,149 $867K
Debussy Capital Management LP 0.13% Reduce -0.1% 2,147 $867K
Burney Co./ 0.03% No change 2,154 $865K
Capital Research Global Investors 0.00% New 2,134 $865K
Enterprise Bank & Trust Co 0.28% No change 2,144 $861K
Brass Tax Wealth Management, Inc. 0.18% New 2,142 $860K
Sovereign Financial Group, Inc. 0.20% No change 2,138 $859K
Parsons Capital Management Inc. 0.05% No change 2,134 $857K
Operose Advisors LLC 0.29% Add +93.1% 2,130 $856K
KilterHowling LLC 0.49% Add +0.1% 2,083 $855K
Main Management LLC 0.07% No change 2,126 $854K
Everstar Asset Management, LLC 0.60% Add +261.7% 2,116 $850K
Northwest Financial Advisors 0.70% Add +162.4% 2,107 $846K
Symphony Financial, Ltd. Co. 0.13% Reduce -25.0% 2,065 $846K
Farmers & Merchants Trust Co of Chambersburg PA 0.32% No change 2,106 $846K
Principle Wealth Partners LLC 0.06% Add +1.2% 2,094 $841K
Riggs Capital Management LLC 0.82% — 2,081 $836K
Demars Financial Group, LLC 0.37% Reduce -1.8% 2,078 $835K
West Paces Advisors Inc. 0.20% Add +6.0% 2,072 $832K
Marino, Stram & Associates LLC 0.18% Add +1.7% 2,066 $830K
YHB Investment Advisors, Inc. 0.07% Add +3.6% 2,055 $825K
LBMC Investment Advisors, LLC 0.06% Add +1.1% 2,051 $824K
CFO4Life Group, LLC 0.14% Add +1.9% 2,047 $822K
Forthright Family Wealth Advisory LLC 0.53% No change 2,046 $822K
BIP Wealth, LLC 0.06% Add +0.3% 2,045 $821K
Ring Mountain Capital, LLC 0.55% — 2,041 $820K
Insight Wealth Strategies, LLC 0.11% Reduce -1.8% 2,037 $818K
Pps&v Asset Management Consultants, Inc. 0.55% No change 2,036 $818K
JTC Employer Solutions Trustee Ltd 0.06% No change 2,016 $817K
Hubbell Strickland Wealth Management, LLC 0.39% Add +0.1% 2,033 $816K
Titleist Asset Management, LLC 0.09% Add +13.3% 2,033 $816K
Kaydan Wealth Management, Inc. 0.27% Reduce -0.9% 2,033 $816K
Bristlecone Advisors, LLC 0.06% Reduce -8.2% 2,029 $815K
LMCG Investments, LLC 0.05% Reduce -1.1% 2,028 $814K
Schechter Investment Advisors, LLC 0.06% No change 2,025 $813K
Benedict Financial Advisors Inc. 0.20% No change 2,023 $812K
Mayflower Financial Advisors, LLC 0.12% Add +64.3% 2,019 $811K
TRUE Private Wealth Advisors 0.10% No change 2,015 $809K
Lodestar Private Asset Management LLC 0.10% Add +17.2% 2,015 $809K
William Howard & Co Financial Advisors Inc 0.73% Add +0.1% 2,014 $809K
McIlrath & Eck, LLC 0.10% Reduce -8.1% 2,013 $808K
GW Henssler & Associates Ltd. 0.05% No change 2,144 $805K
Arbor Capital Management Inc. 0.79% Add +18.3% 1,971 $804K
Sage Rhino Capital LLC 0.18% No change 2,000 $803K
SpringVest Wealth Management LLC 0.69% — 1,992 $800K
Mascagni Wealth Management, Inc. 0.80% — 2,213 $799K
Allred Capital Management, LLC 0.31% No change 1,981 $796K
Cassia Capital Partners, LLC 0.51% Add +61.1% 1,980 $795K
Traphagen Investment Advisors LLC 0.08% Add +3.6% 1,979 $795K
Muirfield Wealth Advisors LLC 0.65% Add +0.1% 1,977 $794K
Anchor Investment Management, LLC 0.07% No change 1,977 $794K
Coastal Bridge Advisors, LLC 0.20% No change 1,975 $793K
Von Berge Wealth Management Group, LLC 0.48% No change 1,930 $793K
MMBG Investment Advisors Co. 0.08% No change 1,969 $791K
EnRich Financial Partners LLC 0.26% No change 1,968 $790K
Advisory Alpha, LLC 0.03% Add +127.3% 1,966 $790K
Baring Financial LLC 0.70% — 1,966 $789K
Stonehearth Capital Management, LLC 0.32% Add +1.4% 1,964 $789K
Baker Tilly Wealth Management, LLC 0.31% Add +139.4% 1,961 $787K
Beese Fulmer Investment Management, Inc. 0.07% No change 1,956 $786K
Integral Investment Advisors, Inc. 0.25% Add +2.7% 1,954 $785K
Wealthgarden F.S. LLC 0.73% No change 1,950 $783K
Gray Private Wealth, LLC 0.47% No change 1,948 $782K
UNIVEST FINANCIAL Corp 0.05% Reduce -7.7% 1,947 $782K
Northwest Capital Management Inc 0.33% No change 1,940 $779K
Strategic Financial Concepts, LLC 0.15% Add +30.8% 1,939 $779K
Single Point Partners, LLC 0.18% New 1,937 $778K
Henrickson Nauta Wealth Advisors, Inc. 0.32% No change 1,935 $777K
Nabity-Jensen Investment Management Inc 0.59% No change 1,931 $775K
Gibson Capital, LLC 0.16% No change 1,930 $775K
Lam Group, Inc. 0.55% No change 1,925 $773K
Rosenblum Silverman Sutton S F Inc. 0.19% Reduce -0.4% 1,923 $772K
Weatherly Asset Management L. P. 0.07% No change 1,915 $769K
Patten & Patten Inc. 0.05% No change 1,911 $767K
Bremer Bank National Association 0.15% Reduce -5.5% 1,909 $767K
Pension & Wealth Management Advisors, Inc. 0.30% New 1,899 $763K
Howard Wealth Management, LLC 0.41% Add +0.4% 1,896 $762K
St Germain D J Co. Inc. 0.03% Add +6.2% 1,896 $761K
Retireful, LLC 0.43% Reduce -8.0% 1,895 $761K
Nomura Asset Management Co. Ltd. 0.00% No change 1,891 $759K
Beaird Harris Wealth Management, LLC 0.07% Reduce -6.5% 1,888 $758K
Jacobsen Capital Management 0.32% No change 1,886 $757K
Monterey Private Wealth, Inc. 0.25% Reduce -0.8% 1,877 $754K
Providence First Trust Co 0.28% Add +0.1% 1,875 $753K
Steph & Co. 0.25% No change 1,870 $751K
B.O.S.S. Retirement Advisors, LLC 0.21% New 1,869 $751K
Pennington Partners & Co., LLC 0.37% — 1,869 $751K
Hanover Advisors Inc. 0.31% No change 1,869 $751K
Sachem Hill LLC 0.16% Reduce -7.3% 1,869 $750K
Cypress Financial Planning LLC 0.27% No change 1,863 $748K
waypoint wealth counsel 0.49% No change 1,861 $747K
Pinnacle Wealth Management Advisory Group, LLC 0.07% No change 1,856 $745K
Telos Capital Management, Inc. 0.08% No change 1,855 $745K
S.E.E.D. Planning Group LLC 0.25% Reduce -0.2% 1,854 $745K
Brogan Financial, Inc. 0.36% Add +0.1% 1,853 $744K
Ariadne Wealth Management, LP 0.34% Reduce -4.9% 1,805 $744K
Alpha Cubed Investments, LLC 0.03% Add +2.2% 1,847 $742K
Magnolia Capital Advisors LLC 0.19% New 1,847 $742K
Blue Chip Partners, LLC 0.06% Add +0.4% 1,846 $741K
Persium Advisors, LLC 0.73% — 1,846 $741K
Curran Financial Partners, LLC 0.19% No change 1,846 $741K
Sunpointe, LLC 0.37% Add +14.1% 1,842 $740K
Oxler Private Wealth LLC 0.24% Add +0.1% 1,840 $739K
MassMutual Private Wealth & Trust, FSB 0.02% Add +0.4% 1,836 $737K
Greenhouse Wealth Management, LLC 0.49% Add +0.1% 1,834 $736K
LM Advisors LLC 0.13% No change 1,831 $735K
Acima Private Wealth, LLC 0.25% No change 1,829 $734K
Barnett & Company, Inc. 0.48% No change 1,822 $732K
Cable Hill Partners, LLC 0.07% Reduce -1.5% 1,818 $730K
Signature Estate & Investment Advisors LLC 0.02% Add +0.1% 1,813 $728K
Rockland Trust Co. 0.04% No change 1,810 $727K
Texas Yale Capital Corp. 0.03% No change 1,808 $726K
King Wealth Management Group 0.11% No change 1,808 $726K
Reynders McVeigh Capital Management, LLC 0.04% Add +4.3% 1,808 $726K
Taylor & Morgan Wealth Management, LLC 0.51% No change 1,804 $724K
Apollon Financial, LLC 0.18% Add +8.1% 1,804 $724K
Creative Financial Designs Inc. 0.06% Reduce -3.8% 1,802 $723K
Nicholas Hoffman & Company, LLC. 0.03% Reduce -10.2% 1,798 $722K
Stanley-Laman Group, Ltd. 0.10% Reduce -32.2% 1,797 $722K
Warner Financial, Inc. 0.31% Add +0.1% 1,796 $721K
Parr McKnight Wealth Management Group, LLC 0.10% — 1,794 $720K
GFG Capital, LLC 0.20% Add +16.1% 1,791 $719K
Blue Barn Wealth, LLC 0.38% Reduce -7.3% 1,790 $719K
Mason Investment Advisory Services, Inc. 0.04% No change 1,782 $716K
Collective Family Office LLC 0.20% Reduce -29.7% 1,780 $715K
Charles Schwab Trust Co 0.06% Add +6.4% 1,774 $712K
Vawter Financial, Ltd. 0.43% Reduce -10.1% 1,772 $711K
Aries Wealth Management 0.20% Reduce -1.4% 1,770 $711K
Bell Bank 0.05% No change 1,766 $709K
Novus Advisors, LLC 0.71% — 1,763 $708K
Family Investment Center, Inc. 0.18% Reduce -0.5% 1,761 $707K
Norden Group LLC 0.08% Reduce -5.9% 1,757 $706K
Kovack Advisors, Inc. 0.07% Add +0.9% 1,755 $705K
Left Brain Wealth Management, LLC 0.27% Reduce -15.0% 1,755 $705K
Builder Investment Group Inc. 0.19% No change 1,755 $705K
Presidio Capital Management, LLC 0.38% Add +29.1% 1,754 $704K
Kirtland Hills Capital Management, LLC 0.45% Add +2.3% 1,747 $702K
Mairs & Power Inc. 0.01% New 1,746 $701K
Tyche Wealth Partners LLC 0.15% Add +10.3% 1,743 $700K
Stone Summit Wealth LLC 0.23% Reduce -1.4% 1,735 $697K
Burton Enright Welch 0.15% No change 1,733 $696K
Gitterman Wealth Management, LLC 0.29% No change 1,732 $696K
Francis Financial, Inc. 0.18% No change 1,731 $695K
Lauterbach Financial Advisors, LLC 0.42% Reduce -1.1% 1,728 $694K
Russell Investments Group, Ltd. 0.00% Add +24.1% 1,726 $693K
O'ROURKE & COMPANY, Inc 0.34% Reduce -0.8% 1,723 $692K
Ironwood Investment Counsel, LLC 0.12% Reduce -3.3% 1,719 $691K
Klingenstein Fields & Co. LP 0.03% Add +36.2% 1,712 $688K
Coppell Advisory Solutions LLC 0.10% Reduce -26.4% 1,695 $687K
TrinityPoint Wealth, LLC 0.10% Add +18.0% 1,710 $687K
TCI Wealth Advisors, Inc. 0.06% Reduce -2.1% 1,708 $686K
Vantage Financial Partners, LLC 0.17% Add +0.5% 1,703 $684K
Milestone Asset Management Group, LLC 0.61% — 1,702 $684K
Cornell Pochily Investment Advisors, Inc. 0.24% No change 1,695 $681K
Peninsula Wealth, LLC 0.12% No change 1,694 $680K
PKS Advisory Services, LLC 0.17% — 1,691 $679K
Clarity Wealth Advisors, LLC 0.18% No change 1,690 $679K
Eastern Bank 0.01% Add +21.0% 1,685 $677K
Commonwealth Retirement Investments LLC 0.28% No change 1,674 $672K
Maridea Wealth Management LLC 0.22% — 1,665 $669K
Rice Partnership, LLC 0.13% No change 1,662 $667K
Matthew Goff Investment Advisor, LLC 0.12% Reduce -0.1% 1,662 $667K
Jentner Corp 0.19% No change 1,659 $666K
Burling Wealth Partners, LLC 0.14% — 1,649 $662K
Empire Financial Management Company, LLC 0.21% Reduce -5.7% 1,647 $661K
Arq Wealth Advisors, LLC 0.25% No change 1,646 $661K
Mattern Wealth Management LLC 0.14% No change 1,637 $657K
Poehling Capital Management, INC. 0.16% No change 1,632 $655K
S&co Inc. 0.04% No change 1,627 $653K
Pinion Investment Advisors, LLC 0.26% Reduce -10.5% 1,625 $653K
GoalVest Advisory LLC 0.18% Reduce -10.5% 1,625 $653K
Probity Advisors, Inc. 0.13% No change 1,617 $649K
Keebeck Wealth Management 0.09% No change 1,615 $649K
American Money Management, LLC 0.13% Reduce -0.4% 1,614 $648K
Towne Trust Company, N.A 0.23% New 1,602 $643K
Dempze Nancy E 0.37% No change 1,600 $643K
Mfa Wealth Advisors, LLC 0.16% No change 1,600 $643K
Kathmere Capital Management, LLC 0.06% Add +0.9% 1,588 $638K
Glen Eagle Advisors, LLC 0.11% Reduce -4.2% 1,584 $636K
BlueSky Wealth Advisors, LLC 0.10% No change 1,583 $636K
Sandy Cove Advisors, LLC 0.25% Reduce -0.3% 1,580 $634K
JPL Wealth Management, LLC 0.18% — 1,579 $634K
Macroview Investment Management LLC 0.64% Add +0.1% 1,576 $633K
Motco 0.06% No change 1,574 $632K
Pettyjohn, Wood & White, Inc. 0.12% No change 1,573 $632K
Obsidian Cio, LLC 0.12% Add +3.9% 1,572 $631K
Hager Investment Management Services, LLC 0.39% — 1,569 $630K
Cardinal Strategic Wealth Guidance 0.20% No change 1,568 $630K
Beverly Hills Private Wealth, LLC 0.13% Reduce -1.1% 1,560 $626K
Twele Capital Management, Inc. 0.13% No change 1,556 $625K
Compass Ion Advisors, LLC 0.07% New 1,551 $623K
Pine Valley Investments Ltd Liability Co 0.04% Add +0.3% 1,544 $620K
Altus Wealth Management, LLC 0.28% No change 1,543 $620K
Charter Oak Capital Management, LLC 0.06% Add +7.3% 1,538 $618K
Waterloo Capital, L.P. 0.06% Reduce -4.6% 1,533 $616K
Invictus Private Wealth, LLC 0.05% No change 1,530 $614K
South Plains Financial, Inc. 0.47% — 1,529 $614K
Tyler-Stone Wealth Management 0.11% No change 1,520 $610K
Catalyst Private Wealth, LLC 0.27% No change 1,518 $610K
BKM Wealth Management, LLC 0.25% Add +12.6% 1,513 $608K
Ardent Capital Management, Inc. 0.28% Reduce -8.5% 1,510 $606K
Well Done, LLC 0.11% No change 1,612 $605K
Secure Asset Management, LLC 0.09% Add +16.3% 1,506 $605K
Geller Advisors LLC 0.04% No change 1,501 $603K
JB Capital LLC 0.03% Add +2.9% 1,497 $602K
MontVue Capital Management, Inc. 0.46% No change 1,499 $602K
New Republic Capital, LLC 0.39% Reduce -73.4% 1,495 $600K
Lavaca Capital LLC 0.26% New 1,488 $598K
Ascentis Wealth Management, LLC 0.21% Add +1690.4% 1,486 $597K
49 Wealth Management, LLC 0.08% Add +69.8% 1,484 $596K
ESL Trust Services, LLC 0.13% Reduce -6.3% 1,478 $594K
New Millennium Group LLC 0.35% No change 1,476 $593K
Landmark Wealth Management, LLC 0.26% Reduce -0.1% 1,473 $592K
Liberty Capital Management, Inc. 0.13% Reduce -0.3% 1,473 $592K
Dagco, Inc. 0.20% No change 1,472 $591K
Point Windward Advisors Inc. 0.22% Reduce -4.8% 1,471 $591K
LVM Capital Management Ltd. 0.06% Reduce -7.8% 1,465 $588K
Engineers Gate Manager LP 0.01% New 1,464 $588K
PACK Private Wealth, LLC 0.34% No change 1,456 $585K
Richardson Capital Management LLC 0.37% Reduce -4.1% 1,454 $584K
GGM Financial LLC 0.62% Add +0.1% 1,453 $584K
North Berkeley Wealth Management, LLC 0.59% — 1,450 $582K
AGH Wealth Advisors, LLC 0.54% — 1,450 $582K
Cypress Wealth Services, LLC 0.12% Reduce -5.9% 1,446 $581K
RPG Investment Advisory, LLC 0.08% Reduce -1.4% 1,442 $579K
Impact Capital Partners LLC 0.21% — 1,441 $579K
Pacific Point Advisors, LLC 0.35% — 1,407 $577K
Precision Wealth Strategies, LLC 0.45% No change 1,432 $575K
Financial Life Planners 0.48% — 1,432 $575K
Webster Bank, N. A. 0.06% Reduce -12.7% 1,430 $574K
Sfmg, LLC 0.05% No change 1,429 $574K
MCF Advisors LLC 0.04% No change 1,429 $574K
Peachtree Investment Partners, LLC 0.21% Add +0.1% 1,426 $572K
Royal Harbor Partners, LLC 0.22% No change 1,423 $571K
Journey Advisory Group, LLC 0.07% No change 1,561 $569K
Hartford Financial Management Inc. 0.12% No change 1,412 $567K
LGL Partners, LLC 0.08% Reduce -8.3% 1,411 $567K
Alliance Wealth Advisors, LLC 0.32% No change 1,407 $565K
Daner Wealth Management, LLC 0.41% — 1,375 $565K
Olde Wealth Management, LLC 0.20% No change 1,405 $564K
Boston Family Office LLC 0.04% Add +6.1% 1,403 $563K
Dechtman Wealth Management, LLC 0.11% Add +0.1% 1,401 $563K
High Falls Advisors, Inc 0.13% Reduce -22.5% 1,398 $561K
Princeton Global Asset Management LLC 0.10% Reduce -1.6% 1,394 $560K
Compass Wealth Management LLC 0.13% Reduce -3.5% 1,390 $558K
Cahill Wealth Management, LLC 0.28% Reduce -16.2% 1,390 $558K
Heritage Investment Group, Inc. 0.10% No change 1,389 $558K
First American Trust, FSB 0.06% Reduce -3.1% 1,388 $557K
Oak Ridge Investments LLC 0.04% Reduce -28.0% 1,386 $557K
NWF Advisory Services Inc. 0.08% Reduce -4.5% 1,385 $556K
GW&K Investment Management, LLC 0.00% Reduce -2.9% 1,377 $553K
Liberty Square Wealth Partners LLC 0.20% — 1,326 $552K
360 Financial, Inc. 0.20% No change 1,374 $552K
Valtrion Capital Management, LLC 1.17% — 1,372 $551K
Legacy Private Trust Co. 0.04% Add +8.0% 1,372 $551K
OVERSEA-CHINESE BANKING Corp Ltd 0.02% New 1,370 $550K
Gilbert & Cook, Inc. 0.08% No change 1,367 $549K
Nia Impact Advisors, LLC 0.18% No change 1,363 $547K
Alpha Financial Advisors, LLC 0.25% No change 1,362 $547K
Safeguard Investment Advisory Group, LLC 0.15% No change 1,360 $546K
Formidable Asset Management, LLC 0.09% Reduce -5.2% 1,359 $546K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.4% 1,355 $544K
Family Firm, Inc. 0.12% Add +0.1% 1,353 $544K
Colonial Trust Advisors 0.05% No change 1,352 $543K
Bourgeon Capital Management LLC 0.10% No change 1,350 $542K
Riverbridge Partners LLC 0.01% New 1,348 $541K
Reliant Wealth Planning 0.25% No change 1,347 $541K
Wealth Management Partners, LLC 0.23% Reduce -0.3% 1,346 $541K
SG Americas Securities, LLC 0.00% Reduce -97.8% 1,344 $540K
Aveo Capital Partners, LLC 0.06% Reduce -17.6% 1,344 $540K
Capital International Investors 0.00% New 1,328 $538K
Mission Creek Capital Partners, Inc. 0.12% No change 1,336 $537K
Horizon Investment Services, LLC 0.23% Reduce -0.8% 1,332 $535K
Transform Wealth, LLC 0.03% Add +17.8% 1,327 $533K
Praetorian Wealth Management, Inc. 0.13% New 1,327 $533K
North Star Investment Management Corp. 0.04% Reduce -0.5% 1,325 $532K
MSH Capital Advisors LLC 0.17% Add +2.4% 1,324 $532K
Bragg Financial Advisors, Inc 0.02% Reduce -7.5% 1,323 $531K
Strategy Asset Managers LLC 0.10% Add +1.5% 1,322 $531K
Financial Guidance Group, Inc. 0.29% No change 1,320 $530K
Juncture Wealth Strategies, LLC 0.20% New 1,320 $530K
Mosley Wealth Management 0.33% Reduce -2.4% 1,294 $530K
One Day In July LLC 0.06% Add +30.6% 1,319 $530K
Coordinated Financial Services, Inc. 0.42% — 1,315 $528K
Nilsine Partners, LLC 0.06% No change 1,313 $527K
Redmond Asset Management, LLC 0.13% Reduce -22.5% 1,313 $527K
D.B. Root & Company, LLC 0.17% No change 1,308 $525K
DecisionPoint Financial, LLC 0.16% No change 1,308 $525K
Lakeridge Wealth Management LLC 0.27% No change 1,304 $524K
Voisard Asset Management Group, Inc. 0.17% No change 1,303 $523K
Collar Capital Management, LLC 0.43% — 1,300 $522K
IAG Wealth Partners, LLC 0.09% Reduce -0.2% 1,297 $521K
Sugarloaf Wealth Management, LLC 0.10% No change 1,293 $519K
Pillar Financial Advisors, LLC 0.40% — 1,290 $518K
Wise Wealth Partners 1.28% — 1,288 $517K
HRC Wealth Management, LLC 0.31% Add +7.3% 1,285 $516K
Root Financial Partners, LLC 0.06% Reduce -17.6% 1,280 $514K
Schonfeld Strategic Advisors LLC 0.00% New 1,273 $511K
Trust Co. of Vermont 0.02% Add +0.6% 1,272 $511K
Peoples Bank 0.30% Reduce -10.8% 1,270 $510K
Eagle Bay Advisors LLC 0.32% No change 1,270 $510K
Pathway Financial Advisors LLC 0.12% Reduce -10.6% 1,269 $510K
Evelyn Partners Asset Management Ltd 0.14% — 1,262 $507K
Legacy Wealth Management, LLC 0.03% No change 1,260 $506K
Global Wealth Management Investment Advisory, Inc. 0.10% Add +1.0% 1,257 $505K
Naples Global Advisors, LLC 0.05% No change 1,255 $504K
McNamara Financial Services, Inc. 0.12% Reduce -23.0% 1,255 $504K
Wayfinding Financial, LLC 0.27% New 1,253 $503K
Portland Global Advisors LLC 0.06% Reduce -0.6% 1,249 $502K
Edgestream Partners, L.P. 0.02% Reduce -52.9% 1,241 $498K
Rialto Wealth Management, LLC 0.16% — 1,240 $498K
Criterion Capital Advisors, LLC 0.31% No change 1,365 $498K
German American Bancorp, Inc. 0.05% No change 1,235 $496K
Patrick M Sweeney & Associates, Inc. 0.37% No change 1,232 $495K
Braun Stacey Associates Inc. 0.02% Reduce -3.3% 1,229 $494K
Fort Sheridan Advisors LLC 0.07% Add +6.3% 1,229 $494K
Aureus Asset Management, LLC 0.03% Add +38.4% 1,229 $494K
ORG Partners LLC 0.07% Add +0.5% 1,226 $493K
Rappaport Reiches Capital Management, LLC 0.13% Add +3.0% 1,227 $493K
Guerra Pan Advisors, LLC 0.36% No change 1,225 $492K
Dana Investment Advisors, Inc. 0.02% Add +0.3% 1,224 $492K
Paradigm, Strategies in Wealth Management, LLC 0.32% Add +0.9% 1,222 $491K
Integris Wealth Management, LLC 0.14% Add +22.2% 1,222 $491K
Arlington Trust Co LLC 0.10% New 1,219 $490K
Ascent Group, LLC 0.04% Reduce -76.5% 1,216 $489K
BancFirst Trust & Investment Management 0.22% Reduce -7.0% 1,205 $488K
Northstar Asset Management Inc. 0.13% No change 1,215 $488K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% No change 1,211 $486K
Novem Group 0.07% — 1,208 $485K
Hiley Hunt Wealth Management 0.27% No change 1,205 $484K
Moors & Cabot, Inc. 0.02% Reduce -21.5% 1,204 $484K
Gordian Advisors LLC 0.38% No change 1,204 $484K
FFT Wealth Management LLC 0.04% Reduce -16.9% 1,203 $483K
Harbor Group, Inc. 0.11% Reduce -3.1% 1,203 $483K
Sage Private Wealth Group, LLC 0.36% Add +18.3% 1,202 $483K
Steel Grove Capital Advisors, LLC 0.07% Reduce -50.4% 1,200 $482K
Moment Partners, LLC 0.09% — 1,200 $482K
LRI Investments, LLC 0.05% Reduce -50.4% 1,199 $481K
Quantum Private Wealth, LLC 0.15% No change 1,197 $481K
Disciplined Investors, L.L.C. 0.46% — 1,208 $479K
Kolinsky Wealth Management, LLC 0.29% Add +15.5% 1,193 $479K
BankPlus Trust Department 0.16% — 1,191 $478K
Quest 10 Wealth Builders, Inc. 0.48% — 1,191 $478K
Arlington Financial Advisors, LLC 0.10% New 1,190 $478K
Liberty Wealth Management LLC 0.08% No change 1,188 $477K
Hollow Brook Wealth Management LLC 0.15% No change 1,185 $476K
Rainier Family Wealth Inc. 0.58% — 1,184 $475K
Williams Jones Wealth Management, LLC. 0.01% Add +63.6% 1,170 $470K
Impact Partnership Wealth, LLC 0.09% New 1,169 $470K
Northwest Quadrant Wealth Management, LLC 0.11% Add +7.9% 1,163 $467K
Financial Consulate, Inc. 0.12% Reduce -0.8% 1,161 $466K
Hill Island Financial LLC 0.14% Reduce -1.0% 1,161 $466K
Aire Advisors, LLC 0.10% No change 1,159 $465K
Professional Advisory Services Inc. 0.06% Reduce -23.2% 1,158 $465K
Bright Futures Wealth Management, LLC. 0.42% Add +6.3% 1,135 $465K
Madison Wealth Partners, Inc 0.13% No change 1,156 $464K
Accurate Wealth Management, LLC 0.09% Add +2.9% 1,164 $463K
Grange Capital, LLC 0.48% — 1,149 $461K
Centaurus Financial, Inc. 0.03% Add +0.1% 1,146 $460K
AssuredPartners Investment Advisors, LLC 0.09% — 1,145 $460K
Marks Group Wealth Management, Inc 0.05% Reduce -0.2% 1,145 $460K
Clarity Capital Partners LLC 0.24% Reduce -1.1% 1,144 $459K
American National Bank & Trust 0.05% Add +100.5% 1,141 $458K
Gerber Kawasaki Wealth & Investment Management 0.02% No change 1,140 $458K
Sandbox Financial Partners, LLC 0.15% Add +0.1% 1,139 $457K
Daymark Wealth Partners, LLC 0.02% Add +5.5% 1,139 $457K
GWN Securities Inc. 0.12% — 1,105 $457K
Torray Investment Partners LLC 0.07% No change 1,138 $457K
Platform Technology Partners 0.14% Add +1.9% 1,136 $456K
Linden Thomas Advisory Services, LLC 0.06% New 1,136 $456K
Lord & Richards Wealth Management, LLC 0.96% — 1,135 $456K
Wernau Asset Management Inc. 0.44% — 1,132 $455K
Stuart Chaussee & Associates, Inc. 0.11% No change 1,129 $453K
Bfsg, LLC 0.05% Reduce -2.2% 1,127 $453K
Horst & Graben Wealth Management LLC 0.08% Add +72.5% 1,125 $452K
Romano Brothers and Company 0.06% No change 1,123 $451K
IRON Financial LLC 0.25% Reduce -0.7% 1,121 $450K
Prestige Wealth Management Group LLC 0.09% No change 1,113 $447K
Newton One Investments LLC 0.17% Add +38.8% 1,112 $447K
Fort Point Capital Partners LLC 0.05% Add +41.3% 1,112 $446K
BXM Wealth LLC 0.62% — 1,111 $446K
Northwest Bancshares, Inc. 0.08% No change 1,109 $445K
Uptick Partners, LLC 0.16% Add +6.8% 1,107 $445K
NBT Bank, N.A. 0.03% No change 1,107 $445K
Cooper/Haims Advisors, LLC 0.25% No change 1,107 $444K
Penney Financial, LLC 0.30% No change 1,103 $443K
Legacy Capital Wealth Partners, LLC 0.11% New 1,103 $443K
Greenwich Wealth Management LLC 0.03% No change 1,097 $441K
Center for Financial Planning, Inc. 0.06% No change 1,098 $441K
One Wealth Management Investment & Advisory Services, LLC 0.70% No change 1,097 $441K
BetterWealth, LLC 0.12% Add +0.1% 1,096 $440K
Mascoma Wealth Management LLC 0.11% Add +748.1% 1,094 $439K
Bravias Capital Group, LLC 0.36% — 1,072 $439K
LCNB Corp. 0.16% Reduce -1.4% 1,092 $438K
Tandem Capital Management Corp. 0.23% Add +1.9% 1,088 $437K
Alpha Zero LLC 0.33% — 1,087 $437K
City State Bank 0.15% Reduce -2.7% 1,086 $436K
Fca Corp. 0.14% No change 1,085 $436K
Pinnacle Bancorp, Inc. 0.14% Reduce -1.4% 1,084 $435K
First Nebraska Trust Co 0.04% No change 1,083 $435K
Skyline Advisors, Inc. 0.17% Add +0.1% 1,083 $435K
Scotia Capital Inc. 0.00% New 1,081 $434K
First Command Advisory Services, Inc. 0.00% Reduce -0.3% 1,080 $434K
Sage Capital Advisors,llc 0.11% No change 1,079 $433K
JNBA Financial Advisors 0.04% Reduce -0.4% 1,078 $433K
Roberts Glore & Co. Inc. 0.13% No change 1,076 $432K
Scarborough Advisors, LLC 0.06% Add +6.6% 1,072 $431K
Hohimer Wealth Management, LLC 0.08% New 1,071 $430K
Texas Capital Bancshares Inc 0.17% No change 1,067 $429K
Drucker Wealth 3.0, LLC 0.10% No change 1,067 $428K
W1M Investment Management Ltd 0.01% No change 1,066 $428K
Arvest Investments, Inc. 0.07% Add +3.8% 1,065 $428K
New Perspectives, Inc 0.23% No change 1,057 $424K
Trexquant Investment LP 0.00% Add +55.5% 1,053 $423K
Triad Wealth Partners, LLC 0.15% New 1,052 $423K
Ehrlich Financial Group 0.30% New 1,051 $422K
Harbor Advisory Corp. 0.14% No change 1,050 $422K
Bank of Stockton 0.13% Reduce -3.2% 1,050 $422K
Executive Wealth Management, LLC 0.03% Reduce -24.1% 1,047 $421K
PCA Investment Advisory Services Inc. 0.19% Reduce -2.8% 1,043 $419K
River Wealth Advisors LLC 0.06% No change 1,043 $419K
ZWJ Investment Counsel Inc. 0.02% Reduce -18.1% 1,038 $417K
Net Worth Advisory Group 0.13% Reduce -7.1% 1,038 $417K
JBR Co Financial Management Inc 0.25% No change 1,037 $416K
Advyzon Investment Management, LLC 0.16% — 1,036 $416K
Tompkins Financial Corp. 0.04% Add +72.3% 1,034 $415K
Piscataqua Savings Bank 0.36% No change 1,031 $414K
ODonnell Financial Services, LLC 0.17% New 1,374 $414K
Beacon Bank & Trust 0.10% No change 1,030 $414K
FourThought Financial Partners, LLC 0.04% No change 1,025 $412K
Capital Insight Partners, LLC 0.07% No change 1,025 $412K
McElhenny Sheffield Capital Management, LLC 0.14% No change 1,023 $411K
Neumann Capital Management, LLC 0.14% No change 1,022 $410K
Optimum Investment Advisors 0.18% Reduce -2.9% 1,021 $410K
Chemistry Wealth Management LLC 0.10% Add +2.7% 1,020 $410K
Berger Financial Group, Inc 0.03% No change 1,019 $409K
Antonelli Financial Advisors, LLC 0.35% — 1,018 $409K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $404K
Intelligence Driven Advisers, LLC 0.08% Reduce -6.2% 1,006 $404K
Montis Financial, LLC 0.12% Reduce -0.7% 1,005 $404K
LPWM LLC 0.13% Reduce -0.7% 1,000 $402K
Oder Investment Management, LLC 0.33% Reduce -0.3% 999 $401K
Vision Capital Management, Inc. 0.06% No change 999 $401K
Fusion Family Wealth, LLC 0.04% No change 997 $400K
F/m Investments LLC 0.01% No change 994 $399K
First County Bank 0.22% No change 993 $399K
Headinvest, LLC 0.08% Reduce -7.0% 993 $399K
Country Trust Bank 0.01% No change 993 $399K
Aspire Private Capital, LLC 0.10% No change 992 $398K
PUREfi Wealth, LLC 0.39% — 990 $398K
Copia Wealth Management 0.38% — 990 $398K
Values Added Financial LLC 0.23% No change 990 $398K
HCR Wealth Advisors 0.05% Add +43.7% 987 $397K
Davidson Trust Co. 0.20% Reduce -9.8% 986 $396K
ERn Financial, LLC 0.06% Add +1.6% 982 $394K
TigerOak Management, L.L.C. 0.14% — 979 $393K
Blue Fin Capital, Inc. 0.07% No change 969 $390K
DMKC Advisory Services, LLC 0.35% — 964 $387K
One Charles Private Wealth Services, LLC 0.13% No change 964 $387K
Wealthquest Corp 0.03% Reduce -6.2% 963 $387K
Armstrong Advisory Group, Inc. 0.03% No change 962 $386K
Elk River Wealth Management LLC 0.07% Reduce -13.8% 960 $386K
Heritage Wealth Management, Inc. 0.33% Reduce -17.1% 958 $385K
Ashford Capital Management Inc. 0.05% Reduce -8.9% 958 $385K
Sound Income Strategies, LLC 0.02% Add +268.5% 958 $385K
First Trust Advisors LP 0.00% New 957 $384K
Washington Trust Bank 0.04% Reduce -8.9% 954 $383K
Pacific Sun Financial Corp 0.21% No change 953 $383K
WBH Advisory Inc. 0.04% Reduce -0.6% 950 $382K
Patriot Investment Management Group, Inc. 0.03% No change 949 $381K
Cardinal Point Capital Management ULC 0.06% Add +2.8% 949 $381K
Adell Harriman & Carpenter Inc. 0.03% No change 946 $380K
Capital Management Associates, Inc 0.14% No change 944 $379K
Wilson & Boucher Capital Management, LLC 0.27% Add +15.3% 940 $377K
Meeder Advisory Services, Inc. 0.02% Reduce -12.9% 937 $376K
Facet Wealth, Inc. 0.01% Reduce -7.0% 922 $376K
McCarthy & Cox 0.13% No change 929 $373K
LaSalle St. Investment Advisors, LLC 0.12% Add +29.3% 927 $372K
Abacus Planning Group, Inc. 0.07% Reduce -2.4% 925 $371K
Black Diamond Financial, LLC 0.06% No change 924 $371K
Fortitude Family Office, LLC 0.13% Add +27.8% 924 $371K
Round Rock Advisors LLC 0.08% No change 921 $370K
Commons Capital, LLC 0.33% Add +0.1% 919 $369K
Monument Capital Management 0.10% No change 917 $368K
Community Financial Services Group, LLC 0.07% Reduce -14.2% 917 $368K
Solutions 4 Wealth, Ltd 0.66% Add +11.1% 914 $367K
Arcadia Investment Advisors LLC 0.20% No change 913 $367K
Peak Financial Advisors LLC 0.19% Reduce -8.9% 912 $366K
Strategic Wealth Partners, Ltd. 0.03% Reduce -5.6% 879 $365K
IMA Advisory Services, Inc. 0.04% No change 910 $365K
Sather Financial Group Inc 0.02% Reduce -0.1% 909 $365K
Abbot Financial Management, Inc. 0.18% Add +3.4% 908 $365K
Matisse Capital 0.19% No change 907 $364K
Freedom Investment Management, Inc. 0.03% Reduce -1.7% 906 $364K
Ironwood Investment Management LLC 0.18% No change 906 $364K
Signal Advisors Wealth, LLC 0.04% Reduce -0.7% 905 $363K
Readystate Asset Management LP 0.03% New 905 $363K
McGlone Suttner Wealth Management, Inc. 0.06% New 905 $363K
Carson Advisory Inc. 0.25% Reduce -11.8% 905 $363K
Berkeley, Inc 0.19% Reduce -50.0% 903 $363K
Balboa Wealth Partners 0.08% New 901 $362K
Dahring | Cusmano LLC 0.33% — 897 $360K
Redwood Financial Network Corp 0.27% Add +10.6% 897 $360K
Gemmer Asset Management LLC 0.04% No change 896 $360K
Tradewinds, LLC. 0.10% New 873 $359K
Dravo Bay LLC 0.17% New 890 $357K
Private Management Group Inc. 0.01% No change 890 $357K
First National Bank of Hutchinson 0.21% Reduce -13.2% 885 $355K
JGP Wealth Management, LLC 0.05% No change 885 $355K
Patton Albertson Miller Group, LLC 0.05% No change 880 $353K
Integrity Alliance, Llc. 0.04% — 879 $353K
Strategic Financial Partners, Ltd. 0.18% No change 879 $353K
Phillips Financial Management, LLC 0.03% No change 874 $351K
Summit Investment Advisory Services, LLC 0.18% No change 873 $351K
Grey Ledge Advisors, LLC 0.09% Add +0.1% 871 $350K
RB Capital Management, LLC 0.09% Add +0.1% 869 $349K
ABLE Financial Group, LLC 0.10% No change 869 $349K
Parcion Private Wealth LLC 0.03% Add +12.3% 865 $347K
Shufro Rose & Co. LLC 0.03% No change 864 $347K
Everpar Advisors LLC 0.17% New 862 $346K
Roundview Capital LLC 0.02% Add +12.3% 860 $345K
Mayfair Advisory Group, LLC 0.20% Add +16.9% 859 $345K
Prepared Retirement Institute LLC 0.20% Add +8.6% 858 $344K
Invesco Ltd. 0.00% New 852 $342K
Lakeshore Financial Planning, Inc. 0.15% Reduce -3.5% 851 $342K
Orion Capital Management LLC 0.15% No change 846 $340K
Texas Capital Bank Wealth Management Services Inc 0.03% Add +11.0% 846 $340K
Wood Tarver Financial Group, LLC 0.11% — 846 $339K
Y-Intercept (Hong Kong) Ltd 0.02% New 844 $339K
Shepherd Financial Partners LLC 0.04% Add +0.1% 844 $339K
SK Wealth Management, LLC 0.17% No change 843 $338K
Riversedge Advisors, LLC 0.08% Reduce -0.7% 842 $338K
Blue Zone Wealth Advisors, LLC 0.10% Reduce -5.4% 841 $338K
Lokken Investment Group LLC 0.15% No change 840 $337K
Evoke Wealth, LLC 0.01% New 839 $337K
Graves Light Lenhart Wealth, Inc. 0.04% No change 838 $337K
Millennium Capital Advisors, LLC 0.23% No change 837 $336K
Vertex Planning Partners, LLC 0.07% Add +4.5% 836 $336K
Goodwin Investment Advisory 0.18% No change 836 $336K
Main Street Research LLC 0.02% Add +20.1% 835 $335K
Foster & Motley Inc. 0.02% No change 835 $335K
Prasad Wealth Partners, LLC 0.11% — 833 $335K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% No change 815 $335K
Cedar Wealth Management, LLC 0.12% No change 832 $334K
Hollencrest Capital Management 0.01% Reduce -29.8% 832 $334K
Sachetta, LLC 0.13% Add +6800.0% 828 $333K
Janney Capital Management LLC 0.02% No change 826 $332K
Aspect Partners, LLC 0.19% No change 825 $331K
Precedent Wealth Partners, LLC 0.11% No change 825 $331K
M3 Advisory Group, LLC 0.24% No change 821 $330K
Parker Investment Management, LLC 0.05% No change 821 $330K
Dentgroup LLC 0.25% Reduce -88.1% 816 $328K
First Bancorp, Inc 0.22% No change 815 $327K
MKT Advisors LLC 0.14% Add +28.8% 800 $326K
Range Financial Group LLC 0.15% New 810 $325K
Columbia Asset Management 0.06% No change 810 $325K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.3% 810 $325K
Prospect Financial Services LLC 0.18% Reduce -0.9% 809 $325K
Old Port Advisors 0.09% Reduce -40.8% 808 $324K
Guyasuta Investment Advisors Inc. 0.02% Reduce -1.6% 807 $324K
Tiller Private Wealth, Inc. 0.14% No change 806 $324K
Grandfield & Dodd, LLC 0.02% No change 804 $323K
High Net Worth Advisory Group LLC 0.09% No change 803 $322K
Montag & Caldwell, LLC 0.07% New 803 $322K
Edge Financial Advisors LLC 0.29% No change 801 $322K
Aspetuck Financial Management LLC 0.25% — 800 $321K
Summa Corp. 0.16% New 798 $320K
Pure Portfolios Holdings LLC 0.12% Reduce -0.5% 797 $320K
OneAscent Wealth Management LLC 0.13% Reduce -13.4% 798 $320K
Act Wealth Management, LLC 0.15% Add +27.4% 796 $320K
LVW Advisors, LLC 0.04% Add +35.1% 796 $320K
Kaufman Rossin Wealth, LLC 0.33% — 795 $319K
Federated Hermes, Inc. 0.00% New 794 $319K
Litman Gregory Wealth Management LLC 0.03% No change 791 $318K
Astoria Portfolio Advisors LLC. 0.11% Add +4.7% 802 $317K
Bonfire Financial 0.29% — 789 $317K
Sonora Investment Management Group, LLC 0.02% No change 788 $316K
Austin Asset Management Co Inc 0.07% No change 788 $316K
Fairway Wealth LLC 0.14% New 784 $315K
Rothschild Wealth LLC 0.09% Reduce -95.6% 784 $315K
Fragasso Financial Advisors Inc 0.02% Add +1.9% 783 $314K
Twin Peaks Wealth Advisors, LLC 0.13% Reduce -55.5% 781 $314K
Generation Capital Management LLC 0.27% — 780 $313K
Future You Wealth LLC 0.22% — 774 $311K
Halbert Hargrove Global Advisors, LLC 0.02% No change 773 $310K
Boston Research & Management Inc. 0.08% No change 772 $310K
Lake Street Private Wealth, LLC 0.05% Reduce -11.4% 770 $309K
Emergent Wealth Advisors, LLC 0.22% Add +0.1% 769 $309K
Auxano Advisors, LLC 0.08% Reduce -0.9% 767 $308K
Marietta Investment Partners LLC 0.07% Reduce -0.7% 766 $308K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +23.9% 766 $308K
Certus Wealth Management, LLC 0.20% No change 739 $305K
MGB Wealth Management, LLC 0.09% No change 750 $304K
Hobbs Group Advisors, LLC 0.11% No change 753 $302K
Brave Asset Management Inc. 0.10% No change 752 $302K
Legacy Bridge, LLC 0.16% No change 750 $301K
Creative Capital Management Investments LLC 0.13% No change 750 $301K
Granite Bay Wealth Management, LLC 0.11% New 750 $301K
Aspire Growth Partners LLC 0.29% — 748 $300K
Lion Street Advisors, LLC 0.10% Add +0.3% 745 $299K
Cornerstone Management, Inc. 0.06% Reduce -4.5% 743 $298K
AA Financial Advisors, LLC 0.08% No change 741 $298K
First National Bank & Trust Co. of Newtown 0.06% No change 741 $298K
Opulen Financial Group LLC 0.27% — 740 $297K
Aurora Private Wealth, Inc. 0.22% Add +0.1% 740 $297K
Cape Cod Five Cents Savings Bank 0.03% No change 790 $297K
Novare Capital Management LLC 0.03% No change 738 $296K
Clean Yield Group 0.09% Reduce -16.9% 738 $296K
Boston Common Asset Management, LLC 0.01% No change 738 $296K
Delta Financial Advisors LLC 0.11% New 736 $296K
J. Safra Sarasin Holding AG 0.01% No change 727 $295K
Horizons Wealth Management 0.23% No change 732 $294K
RFG - Bristol Wealth Advisors, LLC 0.10% — 729 $293K
Bigelow Investment Advisors, LLC 0.14% Reduce -13.6% 728 $292K
Heritage Family Offices, LLP 0.15% Reduce -15.6% 726 $292K
Avondale Wealth Management 0.19% No change 725 $291K
Buttonwood Financial Advisors Inc. 0.13% No change 725 $291K
Planning Center, Inc. 0.04% Reduce -12.2% 723 $290K
Winnacle Wealth LLC 0.29% — 721 $289K
LaFleur & Godfrey LLC 0.04% No change 720 $289K
Jim Saulnier & Associates, LLC 0.25% No change 719 $289K
LexAurum Advisors, LLC 0.06% New 719 $289K
TD Capital Management LLC 0.03% No change 717 $288K
L.M. Kohn & Company 0.07% No change 717 $288K
Inspirion Wealth Advisors, LLC 0.04% No change 711 $287K
WealthTrust Axiom LLC 0.09% No change 714 $287K
Ulland Investment Advisors, LLC 0.20% Reduce -3.3% 711 $286K
Morton Brown Family Wealth, LLC 0.10% No change 712 $286K
Prosperity Financial Group, Inc. 0.14% Add +3.2% 710 $285K
Jamison Private Wealth Management, Inc. 0.04% Reduce -0.8% 708 $284K
Thoma Capital Management LLC 0.19% — 705 $283K
Jacksonville Wealth Management, LLC 0.26% — 701 $282K
Aldebaran Financial Inc. 0.33% No change 694 $281K
Sequent Asset Management, LLC 0.14% No change 700 $281K
Morse Asset Management, Inc 0.07% No change 700 $281K
North Star Asset Management Inc. 0.01% New 696 $280K
Stonebrook Private Inc. 0.07% Reduce -26.3% 694 $279K
Patriot Financial Group Insurance Agency, LLC 0.04% New 692 $278K
Baugh & Associates, LLC 0.14% Reduce -6.8% 690 $277K
Affinity Wealth Management LLC 0.05% No change 690 $277K
Oak Harvest Investment Services 0.04% No change 687 $276K
Kelleher Financial Advisors 0.10% Add +11.3% 682 $274K
Mitchell Sinkler & Starr 0.07% Add +94.3% 680 $273K
Aspen Investment Management Inc 0.13% No change 680 $273K
Acorn Financial Advisory Services Inc. 0.04% No change 679 $273K
Strata Wealth Advisors, LLC 0.09% No change 678 $272K
Keystone Financial Group 0.03% Add +0.5% 677 $272K
Trust Co 0.03% Reduce -4.5% 675 $271K
Pacific Center for Financial Services 0.07% No change 673 $270K
Indie Asset Partners, LLC 0.21% No change 672 $270K
New Century Financial Group, LLC 0.11% Reduce -3.8% 661 $269K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% No change 670 $269K
Robinswood Financial LLC 0.10% Add +0.1% 669 $269K
Standard Family Office LLC 0.32% No change 668 $268K
Golden State Wealth Management, LLC 0.04% — 667 $268K
Old Second National Bank of Aurora 0.06% No change 667 $268K
Cetera Trust Company, N.A 0.17% No change 666 $267K
Andrews, Lucia Wealth Management LLC 0.18% No change 711 $267K
Objective Capital Management, LLC 0.18% Reduce -87.7% 663 $266K
Bowman & Co S.C. 0.14% No change 661 $266K
Flavin Financial Services, Inc. 0.25% — 659 $265K
Canopy Partners, LLC 0.10% No change 657 $264K
MPWM Advisory Solutions, LLC 0.19% — 656 $264K
Five Oceans Advisors 0.12% Reduce -27.1% 655 $263K
LongView Wealth Management 0.08% Reduce -26.7% 654 $262K
Advus Financial Partners, LLC 0.07% Add +0.1% 653 $262K
Eastover Investment Advisors LLC 0.12% Reduce -16.6% 652 $262K
Foster Group, Inc. 0.01% Reduce -15.7% 651 $262K
Security Financial Services, INC. 0.05% No change 649 $261K
M.E. Allison & Co., Inc. 0.29% — 646 $259K
HM Payson & Co. 0.00% No change 645 $259K
RVW Wealth, LLC 0.02% Reduce -8.9% 645 $259K
Howard Financial Services, LTD. 0.04% Add +0.2% 644 $259K
All Terrain Financial Advisors, LLC 0.10% No change 643 $258K
Fiduciary Group, LLC 0.03% No change 641 $257K
Investors Research Corp 0.06% Reduce -3.6% 640 $257K
Nova Wealth Management, Inc. 0.22% — 638 $256K
Accel Wealth Management 0.10% No change 637 $256K
Valtinson Bruner Financial Planning LLC 0.09% No change 637 $256K
Global Assets Advisory, LLC 0.14% Reduce -0.9% 637 $255K
West Financial Advisors, LLC 0.05% New 635 $255K
Householder Group Estate & Retirement Specialist, LLC 0.19% Reduce -89.0% 635 $255K
Opal Wealth Advisors, LLC 0.08% New 634 $255K
Davidson Investment Advisors 0.01% Reduce -14.8% 633 $254K
IFS Advisors, LLC 0.20% Reduce -4.7% 631 $253K
Stephen J. Garry & Associates, LLC 0.23% No change 630 $253K
Meridian Investment Counsel Inc. 0.08% No change 630 $253K
Montz Harcus Wealth Management LLC 0.14% Add +0.2% 628 $252K
Bay Rivers Group 0.12% No change 624 $251K
Powell Investment Advisors, LLC 0.12% No change 624 $251K
Register Financial Advisors LLC 0.13% Add +4.0% 624 $250K
Gill Capital Partners, LLC 0.09% No change 623 $250K
Callan Capital, LLC 0.02% No change 622 $250K
44 Wealth Management LLC 0.10% No change 620 $249K
Melfa Wealth Management, Inc. 0.17% Reduce -0.8% 620 $249K
REDW Wealth LLC 0.09% Reduce -54.3% 619 $249K
Kelman-Lazarov, Inc. 0.04% No change 619 $249K
Philadelphia Trust Co. 0.02% No change 616 $247K
RDA Financial Network 0.07% Add +1.7% 614 $247K
Wolff Wiese Magana LLC 0.16% No change 612 $246K
Collaborative Wealth Managment Inc. 0.11% Reduce -7.1% 611 $245K
Smith Chas P & Associates Pa Cpas 0.01% No change 610 $245K
TPG Advisors LLC 0.19% No change 610 $245K
Exchange Capital Management, Inc. 0.04% No change 610 $245K
Holderness Investments Co. 0.05% No change 610 $245K
Capital Investment Counsel, LLC 0.04% Reduce -9.0% 609 $245K
Vestor Capital, LLC 0.02% Add +0.7% 605 $243K
Outlook Wealth Advisors, LLC 0.07% New 604 $243K
1776 Wealth LLC 0.11% No change 603 $242K
Werba Rubin Papier Wealth Management 0.06% No change 602 $242K
Portfolio Design Labs, LLC 0.05% No change 602 $242K
Eagle Ridge Investment Management 0.02% No change 600 $241K
Cobblestone Capital Advisors LLC 0.01% No change 600 $241K
Richard P Slaughter Associates Inc 0.05% Add +6.0% 598 $240K
Chilton Capital Management LLC 0.01% Reduce -23.3% 598 $240K
Fulcrum Capital LLC 0.05% New 597 $240K
Benin Management CORP 0.07% No change 596 $239K
Floyd Financial Group LLC 0.20% — 600 $239K
Kellett Wealth Advisors, LLC 0.16% Add +1.2% 592 $238K
Claris Financial LLC 0.16% — 591 $237K
Compass Capital Corp. /Ma/ 0.09% — 578 $237K
First National Bank of Omaha 0.02% No change 588 $236K
New England Professional Planning Group Inc. 0.12% No change 584 $235K
CVA Family Office, LLC 0.04% No change 584 $235K
Noesis Capital Mangement Corp. 0.04% Reduce -2.5% 583 $234K
Medallion Wealth Advisors, LLC 0.12% — 632 $234K
Financial Advisors Network, Inc. 0.04% — 580 $233K
Kestra Investment Management, LLC 0.01% Reduce -1.0% 579 $233K
Amara Financial, Llc. 0.21% No change 577 $232K
TCFG Wealth Management, LLC 0.12% No change 577 $232K
Boston Trust Walden Corp 0.00% No change 575 $231K
Diversify Advisory Services, LLC 0.01% Reduce -71.7% 579 $231K
Vident Advisory, LLC 0.00% No change 573 $230K
TFG Advisers LLC 0.08% No change 572 $230K
Vickerman Investment Advisors, Inc. 0.06% No change 572 $230K
Missouri Trust & Investment Co 0.08% Add +42.5% 570 $229K
HTLF Bank 0.03% No change 569 $228K
Oxbow Advisors, LLC 0.03% Reduce -6.4% 569 $228K
Cassady Schiller Wealth Management, LLC 0.08% No change 567 $228K
Burns Matteson Capital Management, LLC 0.13% No change 566 $227K
Childress Capital Advisors, LLC 0.06% No change 566 $227K
Lazari Capital Management, Inc. 0.09% No change 565 $227K
William Mack & Associates, Inc. 0.24% — 565 $227K
Atlas Legacy Advisors, LLC 0.05% — 563 $226K
Strait & Sound Wealth Management LLC 0.10% No change 560 $225K
Sunbeam Capital Management, LLC 0.21% — 560 $225K
Symmetry Partners, LLC 0.03% New 557 $224K
SignalPoint Asset Management, LLC 0.05% New 556 $223K
Bison Wealth, LLC 0.03% — 553 $222K
Focused Wealth Management, Inc 0.03% No change 552 $222K
Arbor Wealth Advisors LLC 0.20% No change 550 $221K
Jackson Thornton Wealth Management, LLC 0.03% No change 550 $221K
Arcadia Wealth Management, LLC 0.11% Reduce -94.5% 547 $220K
Sheaff Brock Investment Advisors, LLC 0.02% No change 547 $220K
Bridgewealth Advisory Group, LLC 0.06% New 527 $219K
Chesapeake Wealth Management 0.08% No change 545 $219K
Evernest Financial Advisors, LLC 0.06% No change 545 $219K
Sicart Associates LLC 0.08% No change 544 $218K
Capstone Wealth Management Group LLC 0.17% — 543 $218K
Fielder Capital Group LLC 0.07% No change 542 $218K
Waddell & Associates, LLC 0.02% New 542 $218K
Broadleaf Partners, LLC 0.05% Reduce -43.7% 539 $216K
BLB&B Advisors, LLC 0.01% No change 539 $216K
West Branch Capital LLC 0.07% Reduce -3.4% 538 $216K
Bank of Marin 0.17% Reduce -6.5% 536 $215K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 535 $215K
Shelton Wealth Management, LLC 0.12% No change 534 $214K
Strategic Advisors LLC 0.04% No change 534 $214K
Trifecta Capital Advisors, LLC 0.04% Add +77.3% 532 $214K
Synergy Investment Management, LLC 0.09% — 531 $213K
Altfest L J & Co. Inc. 0.03% New 531 $213K
Baldwin Wealth Partners LLC 0.01% No change 530 $213K
180 Wealth Advisors, LLC 0.03% Reduce -0.8% 530 $213K
Everest Private Wealth 0.19% — 529 $213K
Wealth Advisory Solutions, LLC 0.06% New 529 $212K
Monument Group Wealth Advisors, LLC 0.15% New 528 $212K
Endowment Wealth Management, Inc. 0.14% New 528 $212K
S&T Bank 0.07% New 527 $212K
Sterling Wealth Management, Inc. 0.08% New 525 $211K
Southeast Asset Advisors, LLC 0.03% Reduce -18.7% 525 $211K
Mb, Levis & Associates, LLC 0.11% No change 525 $211K
Glassy Mountain Advisors, Inc. 0.07% New 523 $210K
Enzi Wealth 0.08% New 505 $210K
Kondo Wealth Advisors, Inc. 0.11% — 522 $210K
BNC Wealth Management, LLC 0.07% New 521 $209K
Measured Wealth Private Client Group, LLC 0.07% Reduce -41.0% 521 $209K
Accelerate Investment Advisors LLC 0.18% New 519 $209K
North Point Portfolio Managers Corp. 0.04% New 519 $208K
Olistico Wealth, LLC 0.12% Add +0.2% 517 $207K
East Coast Asset Management, LLC. 0.07% New 514 $206K
Johnson & White Wealth Management, LLC 0.12% New 515 $206K
Afg Fiduciary Services Limited Partnership 0.15% Reduce -9.8% 508 $206K
Family Office Research LLC 0.09% — 512 $206K
Everhart Financial Group, Inc. 0.04% New 510 $205K
Drake & Associates, LLC 0.06% New 502 $205K
Atlantic Union Bankshares Corp 0.01% New 508 $204K
Aegis Wealth Management LLC 0.14% — 507 $204K
Fogel Capital Management, Inc. 0.10% New 505 $203K
Arcadia Investment Management Corp. 0.03% Add +0.8% 504 $202K
National Wealth Management Group, LLC 0.13% Reduce -57.3% 504 $202K
Pecaut & Co. 0.07% New 504 $202K
BCS Wealth Management 0.05% New 502 $202K
Future Financial Wealth Managment LLC 0.15% No change 503 $202K
Randolph Co Inc 0.02% New 503 $202K
Harmony Asset Management LLC 0.08% Reduce -10.5% 502 $202K
TTP Investments, Inc. 0.07% New 501 $201K
Fulton Breakefield Broenniman LLC 0.01% New 501 $201K
Keystone Financial Group, Inc. 0.16% — 501 $201K
Core Wealth Partners LLC 0.12% New 500 $201K
Fernwood Investment Management, LLC 0.07% New 500 $201K
Sugar Maple Asset Management, LLC 0.15% Reduce -10.7% 499 $200K
Absolute Capital Management, LLC 0.11% New 495 $200K
Global Wealth Strategies & Associates 0.06% Reduce -4.1% 494 $198K
First PREMIER Bank 0.05% No change 483 $194K
Front Row Advisors LLC 0.07% Reduce -1.6% 480 $193K
Kiely Wealth Advisory Group, Inc. 0.12% No change 466 $192K
Fairscale Capital, LLC 0.16% Reduce -5.0% 476 $191K
Bernard Wealth Management Corp. 0.09% — 474 $190K
Legacy Investment Solutions, LLC 0.12% Add +9.9% 465 $190K
Legacy Wealth Managment, LLC 0.12% Add +9.9% 465 $190K
WealthCollab, LLC 0.12% No change 462 $186K
Horrell Capital Management, Inc. 0.05% No change 450 $181K
Hopwood Financial Services, Inc. 0.13% — 442 $177K
SJS Investment Consulting Inc. 0.03% Add +3.1% 438 $176K
PFG Private Wealth Management, LLC 0.10% Reduce -17.3% 435 $175K
Arjuna Capital 0.05% No change 431 $173K
Van Hulzen Asset Management, LLC 0.01% New 428 $172K
Core Alternative Capital 0.04% Reduce -18.7% 422 $169K
Kennebec Savings Bank 0.17% Reduce -13.0% 427 $169K
Westend Capital Management, LLC 0.05% No change 420 $169K
Bear Mountain Capital, Inc. 0.07% Reduce -8.5% 400 $167K
Alcosta Capital Management, Inc. 0.10% New 414 $166K
Promus Capital, LLC 0.13% — 410 $165K
Element Wealth, LLC 0.08% Reduce -69.3% 401 $161K
FLP Wealth Management, LLC 0.41% — 401 $161K
Capital Investment Counsel, Inc 0.02% No change 400 $161K
Caitlin John, LLC 0.11% No change 398 $160K
Private Wealth Management Group, LLC 0.06% No change 395 $159K
MRP Capital Investments, LLC 0.14% No change 393 $158K
Sellwood Investment Partners LLC 0.08% — 385 $155K
ARK Investment Management 0.00% Add +1090.6% 381 $153K
JDM Financial Group LLC 0.08% Add +0.3% 378 $152K
Centerpoint Advisors, LLC 0.05% Reduce -56.1% 375 $151K
Howe & Rusling Inc. 0.01% Add +38.0% 374 $150K
Compass Planning Associates Inc 0.15% — 373 $150K
Financial Gravity Companies, Inc. 0.03% Reduce -17.7% 371 $149K
Pineridge Advisors LLC 0.06% Reduce -12.5% 371 $149K
Viewpoint Capital Management LLC 0.08% No change 362 $145K
GKV Capital Management Co., Inc. 0.06% — 360 $145K
United Community Bank 0.06% Add +62.9% 360 $145K
SRH Advisors, LLC 0.04% No change 356 $143K
SIMA Wealth Partners, LLC 0.12% No change 354 $142K
Morling Financial Advisors, LLC 0.05% No change 354 $142K
Peregrine Capital Management LLC 0.00% New 351 $141K
Legend Financial Advisors, Inc. 0.10% Reduce -3.9% 350 $141K
TruNorth Capital Management, LLC 0.04% No change 349 $140K
Perkins Coie Trust Co 0.03% Reduce -6.1% 338 $136K
Horizon Investments, LLC 0.00% Add +0.9% 337 $135K
Topsail Wealth Management, LLC 0.03% — 336 $135K
Noble Wealth Management PBC 0.09% — 332 $133K
Cornerstone National Bank & Trust Co 0.06% Reduce -45.4% 331 $133K
Davis Capital Management 0.11% No change 327 $131K
Truvestments Capital LLC 0.03% Add +351.4% 325 $130K
CarsonAllaria Wealth Management, Ltd. 0.07% No change 323 $130K
Evergreen Private Wealth LLC 0.06% No change 313 $126K
Duncker Streett & Co. Inc. 0.02% No change 310 $124K
Smartleaf Asset Management LLC 0.01% Reduce -11.5% 301 $122K
Templeton & Phillips Capital Management, LLC 0.10% No change 300 $120K
Talon Private Wealth, LLC 0.03% No change 300 $120K
Crews Bank & Trust 0.02% — 293 $118K
Caldwell Sutter Capital, Inc. 0.05% No change 291 $117K
Transce3nd, LLC 0.04% — 278 $112K
High Note Wealth, LLC 0.03% New 275 $110K
Tidemark, LLC 0.04% No change 270 $108K
Belmont Capital, LLC 0.02% No change 266 $107K
Clear Investment Research, LLC 0.13% No change 257 $103K
Wingate Wealth Advisors, Inc. 0.10% — 256 $103K
Cherry Tree Wealth Management, LLC 0.03% No change 255 $102K
Field & Main Bank 0.04% No change 255 $102K
CoreFirst Bank & Trust 0.06% No change 250 $100K
Red Lighthouse Investment Management, LLC 0.04% Reduce -8.1% 250 $100K
SYM FINANCIAL Corp 0.01% Add +3.4% 245 $99K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 242 $97K
Centricity Wealth Management, LLC 0.09% — 240 $96K
Albion Financial Group 0.01% Add +0.4% 240 $96K
Wintrust Investments LLC 0.08% Add +4.6% 227 $91K
Briaud Financial Planning Inc 0.04% New 227 $91K
Hanson & Doremus Investment Management 0.01% No change 227 $91K
Rosenberg Matthew Hamilton 0.02% Reduce -20.1% 226 $91K
Luken Investment Analytics, LLC 0.04% No change 225 $90K
WR Wealth Planners, LLC 0.03% Add +89.8% 224 $90K
Continuum Advisory, LLC 0.01% No change 221 $89K
Comprehensive Financial Planning, Inc. 0.07% — 210 $84K
Kiker Wealth Management, LLC 0.07% — 203 $82K
Moisand Fitzgerald Tamayo, LLC 0.01% Reduce -1.0% 202 $81K
Atlantic Private Wealth, LLC 0.06% No change 202 $81K
RE Dickinson Investment Advisors, LLC 0.07% No change 202 $81K
Decker Retirement Planning Inc. 0.05% — 202 $81K
Winthrop Capital Management, LLC 0.02% New 200 $81K
Mill Capital Management, LLC 0.01% No change 200 $80K
VSM Wealth Advisory, LLC 0.03% — 184 $74K
Financial Freedom, LLC 0.04% No change 183 $73K
Avion Wealth 0.02% No change 183 $73K
Accredited Wealth Management, LLC 0.06% — 179 $72K
Richardson Financial Services Inc. 0.05% Reduce -32.6% 178 $72K
Federation des caisses Desjardins du Quebec 0.00% Reduce -77.0% 166 $67K
Fairman Group, LLC 0.05% Reduce -8.7% 157 $63K
Delta Asset Management LLC 0.01% No change 155 $62K
Millstone Evans Group, LLC 0.04% — 152 $61K
CNB Bank 0.03% No change 151 $61K
Tanaka Capital Management Inc. 0.14% No change 149 $60K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 149 $60K
Abound Wealth Management 0.02% Add +14500.0% 146 $59K
Westside Investment Management, Inc. 0.01% No change 145 $58K
Jackson, Grant Investment Advisers, Inc. 0.02% Reduce -50.2% 143 $58K
Sawyer & Company, Inc 0.02% No change 141 $57K
Mark Sheptoff Financial Planning, LLC 0.03% Add +122.2% 140 $56K
Cape Investment Advisory, Inc. 0.02% Add +65.4% 134 $54K
Kimelman & Baird, LLC 0.00% No change 130 $52K
Peoples Financial Services Corp. 0.02% No change 130 $52K
Byrne Asset Management LLC 0.04% No change 129 $52K
one8zero8, LLC 0.01% — 118 $47K
Elequin Capital, LP 0.01% New 117 $47K
Kohmann Bosshard Financial Services, LLC 0.01% New 114 $46K
POM Investment Strategies, LLC 0.03% No change 114 $46K
Frazier Financial Advisors, LLC 0.03% No change 102 $41K
Cranbrook Wealth Management, LLC 0.01% Add +2.0% 102 $41K
Main Street Group, LTD 0.02% No change 100 $40K
Citizens National Bank Trust Department 0.01% No change 100 $40K
Security National Bank 0.01% New 100 $40K
TCTC Holdings, LLC 0.00% No change 100 $40K
Peterson Wealth Services 0.01% New 87 $35K
Creekmur Asset Management LLC 0.01% No change 79 $32K
Morris Financial Concepts, Inc. 0.01% No change 78 $31K
Holos Integrated Wealth LLC 0.02% — 74 $30K
Twin Lakes Capital Management, LLC 0.02% No change 71 $29K
Signature Resources Capital Management, LLC 0.03% New 70 $28K
Gables Capital Management Inc. 0.01% No change 69 $28K
Runnymede Capital Advisors, Inc. 0.02% — 66 $27K
Tower View Wealth Management LLC 0.01% No change 59 $24K
Painted Porch Advisors LLC 0.01% Reduce -94.5% 57 $23K
Fourth Dimension Wealth, LLC 0.01% — 56 $22K
Raffa Wealth Management, LLC 0.01% No change 55 $22K
Clearstead Trust, LLC 0.00% No change 55 $22K
Ameriflex Group, Inc. 0.01% — 53 $22K
AllSquare Wealth Management LLC 0.01% No change 54 $22K
Roxbury Financial LLC 0.02% — 54 $22K
Armor Investment Advisors, LLC 0.01% No change 50 $20K
Retirement Wealth Solutions LLC 0.02% — 49 $20K
Flagship Wealth Advisors, LLC 0.01% — 47 $19K
HighMark Wealth Management LLC 0.01% Reduce -23.2% 43 $17K
Nemes Rush Group LLC 0.00% Add +26.5% 43 $17K
Brooklyn Investment Group 0.00% New 38 $15K
Ogorek Anthony Joseph /NY/ 0.00% Reduce -49.4% 39 $15K
Resources Management Corp. /CT/ 0.00% No change 37 $15K
Founders Capital Management 0.01% No change 36 $14K
Global Financial Private Client, LLC 0.01% No change 35 $14K
PMV Capital Advisers, LLC 0.04% — 34 $14K
Pathway Financial Advisers, LLC 0.00% Add +3.0% 34 $13K
Red Tortoise LLC 0.01% No change 33 $13K
Wagner Wealth Management, LLC 0.00% No change 32 $13K
Luminist Capital LLC 0.02% — 30 $12K
Iron Horse Wealth Management, LLC 0.00% No change 30 $12K
Physician Wealth Advisors, Inc. 0.00% New 27 $11K
Putney Financial Group LLC 0.01% — 25 $10K
Broadwater Capital Management LLC 0.01% No change 25 $10K
Atlatl Advisers LLC 0.01% — 25 $10K
University of Texas/Texas Am Investment Management Co. 0.00% New 24 $10K
10Elms LLP 0.01% — 22 $9K
Ridgewood Investments LLC 0.00% No change 21 $8K
First Community Trust NA 0.01% No change 20 $8K
Dunhill Financial, LLC 0.00% New 20 $8K
Tucker Asset Management LLC 0.00% Add +53.9% 20 $8K
Synergy Asset Management, LLC 0.00% New 21 $8K
Menard Financial Group LLC 0.00% New 17 $7K
Toth Financial Advisory Corp. 0.00% No change 17 $7K
Winch Advisory Services, LLC 0.00% No change 15 $6K
Hexagon Capital Partners LLC 0.00% No change 14 $6K
American Capital Advisory, LLC 0.00% No change 13 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 13 $5K
Lanark Financial, Inc. 0.45% — 12 $5K
North Ridge Wealth Advisors, Inc. 0.00% New 12 $5K
Bangor Savings Bank 0.00% No change 10 $4K
Mattson Financial Services, LLC 0.00% New 10 $4K
1620 Investment Advisors, Inc. 0.00% No change 8 $3K
Lowe Wealth Advisors, LLC 0.00% No change 6 $2K
Capital & Planning, LLC 0.00% — 5 $2K
Park Square Financial Group, LLC 0.00% — 5 $2K
Islay Capital Management, LLC 0.00% No change 4 $2K
Concord Wealth Partners 0.00% Reduce -93.3% 3 $1K
Greenline Partners, LLC 0.00% New 3 $1K
Tower Research Capital LLC (TRC) 0.00% Reduce -88.9% 1 $402

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