iShares Russell 1000 GrowthIWFETF

13F holders, Q1 2025 (March 31)
2,219holders −90
89new positions
153sold out
8famous investors
$360.97avg. 13F price*

At the end of Q1 2025, 2,219 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, down 90 from Q4 2024. 89 opened new positions and 153 sold out. The largest holders were Bank of America Corp. ($11.0B), Morgan Stanley ($9.0B) and Goldman Sachs Group Inc. ($3.5B). 8 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions89$130.1M
Exits153$209.3M

All 13F filers, Q4 2024 → Q1 2025: 6,729,818 shares bought and 4,599,054 shares sold, net +2,130,764 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,219 holders

Bank of America Corp. 0.98% Reduce -0.4% 30,446,679 $11.0B
Morgan Stanley 0.64% Add +3.5% 24,890,234 $9.0B
Goldman Sachs Group Inc. 0.66% Add +0.7% 9,688,217 $3.5B
FMR LLC 0.22% Add +0.1% 9,461,711 $3.4B
JPMorgan Chase & Co. 0.19% Reduce -4.4% 6,805,171 $2.5B
UBS Group AG 0.51% Add +1.9% 6,312,798 $2.3B
Envestnet Asset Management Inc. 0.61% Reduce -3.1% 5,214,745 $1.9B
Northern Trust Corp. 0.27% Add +4.3% 5,109,809 $1.8B
Wells Fargo & Company 0.38% Reduce -2.8% 4,389,615 $1.6B
Raymond James Financial Inc. 0.46% Reduce -0.7% 3,379,991 $1.2B
LPL Financial LLC 0.46% Add +4.3% 3,280,071 $1.2B
PNC Financial Services Group, Inc. 0.59% Reduce -0.7% 3,099,072 $1.1B
M&T Bank Corp 3.33% Reduce -8.1% 2,532,849 $914.5M
Baird Financial Group, Inc. 1.64% Add +0.1% 2,357,714 $851.3M
Commonwealth Equity Services, LLC 1.11% Add +3.6% 2,173,269 $784.7M
Truist Financial Corp. 1.24% Reduce -1.4% 2,141,324 $773.2M
Tiaa Trust, National Association 2.29% Reduce -2.3% 2,031,121 $733.4M
Signaturefd, LLC 12.69% Reduce -10.3% 1,854,718 $669.7M
Royal Bank of Canada 0.13% Reduce -4.6% 1,591,998 $574.9M
Ameriprise Financial Inc. 0.16% Add +7.6% 1,587,669 $573.2M
Corient Private Wealth LP 0.89% Add +95.4% 1,513,226 $546.4M
CHURCHILL MANAGEMENT Corp 6.33% Reduce -0.3% 1,382,503 $499.2M
Stifel Financial Corp. 0.51% Add +0.0% 1,337,186 $482.9M
Circle Wealth Management, LLC 10.78% Reduce -0.0% 1,288,458 $465.2M
Wellington Management Group LLP 0.09% Add +311.4% 1,285,798 $464.3M
Cetera Investment Advisers 0.88% Reduce -0.7% 1,255,951 $453.5M
Bank of New York Mellon Corp 0.09% Reduce -6.9% 1,220,444 $440.7M
BlackRock, Inc. 0.01% Add +12.9% 1,218,953 $440.2M
Synovus Financial Corp. 5.61% Reduce -6.4% 1,201,149 $433.7M
Nuveen, LLC 0.13% — 1,176,471 $424.8M
HighTower Advisors, LLC 0.57% Reduce -0.3% 1,167,147 $421.4M
US Bancorp \de 0.51% Add +0.6% 1,059,634 $382.6M
Two Sigma Investments, LP 0.85% Add +8.6% 1,040,600 $375.8M
GLOBALT Investments LLC / GA 14.27% Reduce -8.8% 967,429 $349.3M
Cerity Partners LLC 0.69% Reduce -1.4% 930,805 $336.1M
Rockefeller Capital Management L.P. 0.75% Add +11.0% 837,481 $302.4M
Janney Montgomery Scott LLC 0.81% Reduce -0.7% 792,268 $286.1M
Focus Partners Wealth 0.72% Reduce -1.7% 791,207 $285.7M
T. Rowe Price Associates Inc. 0.04% Add +7.5% 786,659 $284.1M
CIBC Private Wealth Group LLC 0.59% Reduce -8.5% 866,018 $277.5M
Prudential Financial Inc. 0.37% Reduce -12.8% 725,072 $261.8M
Sumitomo Mitsui Financial Group, Inc. 4.57% No change 691,000 $249.5M
Choreo, LLC 3.67% Reduce -3.2% 654,674 $236.4M
Northwestern Mutual Wealth Management Co. 0.19% Add +4.2% 646,089 $233.3M
Comerica Bank 0.97% Reduce -1.9% 638,403 $230.5M
Citigroup Inc. 0.18% Add +12.2% 637,796 $230.3M
NorthCoast Asset Management LLC 1.15% Reduce -1.3% 635,881 $229.6M
Osaic Holdings, Inc. 0.51% Add +5.3% 630,401 $227.7M
Waldron Private Wealth LLC 10.07% Reduce -0.1% 590,658 $213.3M
Natixis Advisors, LLC 0.39% Add +209.6% 579,754 $209.3M
1ST Source Bank 12.24% Reduce -1.6% 575,157 $207.7M
Clearstead Advisors, LLC 3.19% Reduce -1.9% 568,526 $205.3M
Mariner, LLC 0.34% Add +3.2% 563,439 $203.5M
MML Investors Services, LLC 0.66% Add +2.3% 551,968 $199.3M
Cresset Asset Management, LLC 0.94% Reduce -1.0% 517,849 $187.0M
Regions Financial Corp. 1.27% Reduce -2.7% 471,442 $170.2M
Creative Planning 0.16% Add +1.8% 462,628 $167.1M
Commerce Bank 1.04% Add +2.2% 452,214 $163.3M
Captrust Financial Advisors 0.39% Add +1.3% 433,886 $156.7M
Ieq Capital, LLC 1.23% Add +12.0% 428,978 $154.9M
Staley Capital Advisers Inc. 6.93% Reduce -0.5% 423,600 $153.0M
MAI Capital Management 1.15% Reduce -1.4% 420,529 $151.8M
Wealth Enhancement Advisory Services, LLC 0.28% Add +1.5% 410,733 $148.3M
Fifth Third Bancorp 0.56% Reduce -2.8% 409,589 $147.9M
Stairway Partners, LLC 8.70% Add +0.6% 391,092 $141.2M
Mercer Global Advisors Inc. 0.32% Add +1.5% 390,444 $141.0M
Polen Capital Management LLC 0.44% Reduce -23.4% 385,522 $139.2M
American Century Companies Inc. 0.08% Reduce -23.1% 373,782 $135.0M
Johnson Financial Group, Inc. 6.58% Reduce -14.6% 372,080 $134.4M
Jones Financial Companies LLLP 0.12% Add +20.5% 371,321 $133.9M
Cullen/Frost Bankers, Inc. 1.85% Reduce -3.3% 366,190 $132.2M
D.A. Davidson & Co. 1.05% Reduce -1.7% 361,876 $130.7M
Thrivent Financial for Lutherans 0.29% Add +3.4% 338,837 $130.6M
Oakworth Capital, Inc. 8.88% Reduce -0.8% 353,218 $127.5M
Brown Advisory Inc. 0.18% Add +17.0% 341,269 $123.2M
J.Safra Asset Management Corp 9.99% Add +2.6% 340,116 $122.8M
Silvercrest Asset Management Group LLC 0.88% Add +12.2% 338,646 $122.3M
Bank of Montreal 0.06% Reduce -8.4% 310,742 $112.2M
Avantax Advisory Services, Inc. 0.65% Add +12.2% 295,588 $106.7M
Pathstone Holdings, LLC 0.44% Add +1.3% 282,282 $102.1M
Orion Porfolio Solutions, LLC 0.98% Reduce -5.3% 275,977 $99.7M
Orion Portfolio Solutions, LLC 0.98% Reduce -5.3% 275,977 $99.7M
Private Advisor Group, LLC 0.60% Reduce -1.9% 274,790 $99.2M
Modera Wealth Management, LLC 1.30% Reduce -1.8% 266,543 $96.2M
Moneta Group Investment Advisors LLC 1.32% Add +2.5% 265,996 $96.0M
Confluence Wealth Services, Inc. 5.96% Add +6.8% 270,474 $94.5M
Simon Quick Advisors, LLC 5.11% Reduce -3.1% 248,816 $89.8M
Stephens Inc. 1.29% Reduce -9.4% 243,457 $87.9M
Steward Partners Investment Advisory, LLC 0.74% Add +6.5% 232,464 $83.9M
Keybank National Association 0.33% Add +1.1% 231,191 $83.5M
HSBC Holdings PLC 0.06% Add +4.9% 229,778 $83.0M
Bank of Nova Scotia 0.19% No change 229,000 $82.7M
Qalhat Capital Ltd 17.22% Add +24.4% 227,166 $82.0M
Blair William & Co. 0.24% Add +1.9% 220,623 $79.7M
Wealthspire Advisors, LLC 0.48% Add +84.0% 220,238 $79.5M
Covenant Partners, LLC 25.13% Add +36.6% 215,103 $77.7M
Beacon Pointe Advisors, LLC 0.87% Reduce -7.3% 214,634 $77.5M
Bridges Investment Management Inc. 1.11% Reduce -3.9% 213,831 $77.2M
Lido Advisors, LLC 0.45% Add +2.0% 208,405 $75.3M
Alliancebernstein L.P. 0.03% Add +10.0% 206,700 $74.6M
First Business Financial Services, Inc. 7.30% Add +1.3% 205,734 $74.3M
Cedar Mountain Advisors, LLC 16.47% Reduce -0.5% 203,612 $73.5M
NewEdge Advisors, LLC 0.42% Reduce -2.9% 195,688 $70.7M
Baker Avenue Asset Management, LP 2.20% Add +0.0% 194,499 $70.2M
Equitable Holdings, Inc. 0.66% Reduce -12.1% 193,693 $69.9M
Allspring Global Investments Holdings, LLC 0.12% Add +5.9% 192,150 $69.9M
Graypoint LLC 4.33% Add +0.4% 192,217 $69.4M
Mesirow Financial Investment Management, Inc. 1.34% Reduce -0.8% 191,203 $69.0M
Stephens Group Asset Management, LLC 5.38% Add +10.4% 184,726 $66.7M
TruWealth Advisors, LLC 4.02% Add +2.1% 184,525 $66.6M
MV Capital Management, Inc. 7.12% Reduce -6.9% 183,661 $66.3M
Pinnacle Financial Partners Inc 1.34% Add +0.3% 178,959 $66.3M
EP Wealth Advisors, LLC 0.51% Reduce -3.0% 178,504 $64.5M
BTG Pactual Asset Management US LLC 8.34% Add +35.0% 177,976 $64.3M
Principal Financial Group Inc. 0.03% Add +6.3% 170,997 $61.7M
Ascent Wealth Partners, LLC 8.10% Add +3.2% 167,181 $60.4M
Waverly Advisors, LLC 0.69% Reduce -3.7% 155,711 $56.2M
FSA Wealth Management LLC 22.94% Add +0.0% 149,714 $54.1M
Capital Advisors, Ltd. LLC 7.02% Reduce -2.0% 147,603 $53.3M
Cambridge Investment Research Advisors, Inc. 0.18% Reduce -8.2% 144,894 $52.3M
CX Institutional 1.94% Add +39.6% 142,684 $51.5M
Kestra Advisory Services, LLC 0.25% Reduce -18.7% 141,118 $51.0M
Paulson Wealth Management Inc. 14.19% Add +4.7% 139,566 $50.4M
AMG National Trust Bank 1.40% Reduce -1.0% 137,927 $49.8M
Mission Wealth Management, LP 1.21% Add +28.2% 133,502 $48.2M
One Capital Management, LLC 1.62% Reduce -2.3% 132,291 $47.8M
Amundi 0.02% Reduce -0.9% 131,944 $47.6M
Hantz Financial Services, Inc. 0.83% Add +4.5% 130,755 $47.2M
Cynosure Group, LLC 6.48% Reduce -0.5% 130,203 $47.0M
Nadler Financial Group, Inc. 5.13% Reduce -2.5% 128,284 $46.3M
Avidian Wealth Enterprises, LLC 2.06% Reduce -3.1% 128,079 $46.2M
TD Private Client Wealth LLC 1.27% Reduce -2.8% 128,041 $46.2M
Ameritas Advisory Services, LLC 1.85% Add +4.0% 122,388 $45.9M
Allworth Financial LP 0.26% Reduce -1.9% 126,791 $45.6M
Sanctuary Advisors, LLC 0.32% Add +2.2% 126,037 $45.5M
Ellenbecker Investment Group 8.17% Add +21.1% 125,702 $45.4M
Rodgers & Associates, LTD 5.48% Reduce -0.9% 124,469 $44.9M
Congress Asset Management Co. 0.33% Add +107.2% 122,423 $44.2M
Berkshire Money Management, Inc. 4.94% Reduce -3.0% 121,895 $44.0M
Marquette Asset Management, LLC 7.74% Reduce -1.6% 121,581 $43.9M
Relyea Zuckerberg Hanson LLC 5.88% Add +0.2% 120,965 $43.7M
Capstone Financial Advisors, Inc. 2.61% Reduce -0.2% 115,020 $41.5M
Baron Silver Stevens Financial Advisors, LLC 7.25% Reduce -1.7% 114,715 $41.4M
NewEdge Wealth, LLC 0.75% Reduce -7.9% 114,238 $41.3M
NorthRock Partners, LLC 1.39% Reduce -5.1% 114,193 $41.2M
Integrated Investment Consultants, LLC 8.13% Add +0.8% 113,031 $40.8M
Financial Counselors Inc. 0.61% Reduce -6.1% 111,331 $40.2M
First Horizon Advisors, Inc. 1.13% Reduce -4.2% 110,692 $40.0M
Badgley Phelps Wealth Managers, LLC 0.94% Reduce -2.1% 107,728 $38.9M
Flaharty Asset Management, LLC 5.53% Reduce -16.2% 106,086 $38.3M
Savant Capital, LLC 0.32% Reduce -3.4% 105,053 $37.9M
E&G Advisors, LLC 10.70% Reduce -0.7% 105,085 $37.9M
RMR Wealth Builders 3.95% Reduce -2.9% 104,060 $37.6M
Kestra Private Wealth Services, LLC 0.63% Add +4.0% 103,710 $37.4M
Hirtle & Co., LLC 1.69% Reduce -2.3% 102,789 $37.1M
LBJ Family Wealth Advisors, Ltd. 23.56% Reduce -2.0% 102,192 $36.9M
RTD Financial Advisors, Inc. 4.95% Reduce -12.5% 101,949 $36.8M
Sheridan Capital Management, LLC 26.63% Reduce -0.6% 101,222 $36.6M
Portfolio Strategies, Inc. 5.54% Add +5.7% 99,014 $35.8M
Johnson Investment Counsel Inc. 0.34% Reduce -0.3% 98,162 $35.4M
Oppenheimer & Co. Inc. 0.53% Reduce -2.0% 97,663 $35.3M
Bokf, NA 0.62% Reduce -0.3% 97,362 $35.2M
Jennison Associates LLC 0.02% Add +30.8% 97,246 $35.1M
Deutsche Bank AG 0.01% Reduce -6.1% 97,131 $35.1M
Robertson Stephens Wealth Management, LLC 1.29% Reduce -23.2% 95,766 $34.6M
Accredited Investors Inc. 2.14% Reduce -0.6% 95,383 $34.4M
JFS Wealth Advisors, LLC 2.31% Add +3.9% 94,488 $34.1M
Strategic Point Investment Advisors, LLC 5.67% Reduce -1.0% 94,344 $34.1M
Lindbrook Capital, LLC 3.11% Reduce -1.1% 93,450 $33.7M
Ascent Group, LLC 1.41% Add +7395.6% 91,147 $32.9M
StoneX Group Inc. 1.80% Reduce -2.0% 90,627 $32.7M
Avantax Planning Partners, Inc. 1.15% Add +33.2% 90,269 $32.6M
Tsfg, LLC 6.61% Add +3.3% 89,565 $32.3M
Rwa Wealth Partners, LLC 0.41% Reduce -41.7% 89,447 $32.3M
Woodard & Co. Asset Management Group Inc. 6.64% Add +3.2% 88,030 $31.8M
Park Avenue Securities LLC 0.39% Add +29.7% 87,318 $31.5M
Saiph Capital, LLC 15.01% Reduce -1.6% 87,039 $31.4M
BTC Capital Management, Inc. 2.84% Add +1.7% 85,943 $31.0M
Brighton Jones LLC 0.98% Reduce -1.0% 84,657 $30.6M
Parkside Financial Bank & Trust 3.86% Reduce -1.9% 84,079 $30.4M
Simmons Bank 2.26% Reduce -1.7% 83,173 $30.0M
United Capital Financial Advisors, LLC 0.26% Reduce -0.9% 83,118 $30.0M
Bluesphere Advisors LLC 17.17% Add +28.6% 83,102 $30.0M
Fulton Bank, N.A. 1.20% Reduce -0.9% 82,299 $29.7M
Sanchez Wealth Management Group 7.91% Add +3.1% 80,671 $29.1M
Capital Advisors Wealth Management, LLC 5.10% Reduce -10.7% 79,899 $28.9M
Wellspring Financial Advisors, LLC 3.19% Reduce -1.7% 79,451 $28.7M
Cwm, LLC 0.11% Add +0.3% 79,132 $28.6M
Envestnet Portfolio Solutions, Inc. 0.11% Add +5.1% 82,209 $28.4M
Highland Capital Management, LLC 1.67% Reduce -1.6% 77,276 $27.9M
XML Financial, LLC 2.60% Reduce -5.3% 77,153 $27.9M
Ullmann Wealth Partners Group, LLC 3.69% Reduce -0.3% 76,880 $27.8M
Montecito Bank & Trust 4.85% Reduce -1.5% 75,918 $27.4M
Atria Wealth Solutions, Inc. 0.33% Add +4.3% 75,446 $27.2M
MetLife Investment Management, LLC 0.15% Reduce -27.5% 75,400 $27.2M
Winslow Capital Management, LLC 0.11% Add +77.6% 74,334 $26.8M
HB Wealth Management, LLC 0.22% Add +15.0% 73,819 $26.7M
CW Advisors, LLC 0.32% Reduce -3.2% 73,377 $26.5M
AQR Capital Management 0.03% Add +81.7% 72,597 $26.2M
SCS Capital Management LLC 0.33% New 72,132 $26.0M
Black Swift Group, LLC 5.80% Reduce -8.7% 70,985 $25.6M
Proathlete Wealth Management LLC 9.32% Add +6.0% 70,801 $25.6M
Fort Washington Investment Advisors Inc. 0.16% Add +1492.3% 70,699 $25.5M
Smith, Moore & Co. 2.34% Add +4.1% 70,096 $25.3M
Jasper Ridge Partners, L.P. 0.81% No change 69,729 $25.2M
First Foundation Advisors 1.02% Add +1.0% 69,546 $25.1M
PFW Advisors LLC 7.82% Reduce -2.3% 69,110 $25.0M
Capital Planning Advisors, LLC 3.81% Reduce -2.7% 68,401 $24.7M
VestGen Advisors, LLC 1.11% — 67,764 $24.5M
Condor Capital Management 2.25% Add +2.7% 67,047 $24.2M
Country Club Bank 1.62% Reduce -6.4% 66,730 $24.1M
Ashton Thomas Private Wealth, LLC 0.90% Add +12.6% 65,269 $23.6M
Callan Family Office, LLC 1.76% Add +16.6% 64,972 $23.5M
Corundum Group, Inc. 11.22% Reduce -3.1% 64,778 $23.4M
First Citizens Bank & Trust Co. 0.58% Add +4.6% 63,094 $22.8M
Nwam LLC 1.93% Reduce -8.8% 62,288 $22.5M
Fifth Third Wealth Advisors LLC 1.15% Add +34.5% 61,582 $22.2M
Newbrook Capital Advisors LP 3.47% New 60,937 $22.0M
Curi Capital, LLC 0.54% Add +101.2% 60,913 $22.0M
Boulder Wealth Advisors, LLC 12.74% Reduce -0.7% 60,603 $21.9M
Claro Advisors Inc. 2.93% Add +2.4% 60,549 $21.9M
DT Investment Partners, LLC 2.06% No change 59,017 $21.3M
Wilmington Savings Fund Society, FSB 0.40% Reduce -2.2% 58,890 $21.3M
Legacy Edge Advisors, LLC 3.32% Add +1.6% 58,860 $21.3M
BNP Paribas Financial Markets 0.02% Reduce -1.9% 58,807 $21.2M
Fifth Third Securities, Inc. 1.78% Reduce -3.8% 58,340 $21.1M
Kayne Anderson Rudnick Investment Management LLC 0.05% Add +2.9% 58,188 $21.0M
Haverford Trust Co 0.21% Reduce -0.7% 57,674 $20.8M
Evercore Wealth Management, LLC 0.33% Add +2.1% 57,347 $20.7M
SlateStone Wealth, LLC 2.07% Reduce -3.5% 57,028 $20.6M
Ballentine Partners, LLC 0.36% No change 56,955 $20.6M
Montag A & Associates Inc. 1.02% Add +1.4% 56,191 $20.3M
Aptus Capital Advisors, LLC 0.23% Reduce -4.2% 55,429 $20.0M
Ethos Financial Group, LLC 1.91% Add +248.8% 52,174 $19.9M
Carolinas Wealth Consulting LLC 4.27% Reduce -6.8% 54,921 $19.8M
Visionary Wealth Advisors 1.18% Add +0.8% 54,471 $19.7M
LWM Advisors Inc. 23.45% Reduce -4.0% 52,011 $19.5M
McKinley Carter Wealth Services, Inc. 1.19% Reduce -0.9% 53,464 $19.3M
GHP Investment Advisors, Inc. 0.92% Reduce -0.8% 53,278 $19.2M
Summit Wealth Partners, LLC 3.86% Add +0.6% 52,672 $19.0M
Blodgett Wealth Advisors, LLC 16.18% Reduce -6.4% 52,578 $19.0M
Rhumbline Advisers 0.02% Add +56.0% 52,160 $18.8M
VAUGHAN & Co SECURITIES, INC. 11.63% Add +2.2% 52,012 $18.8M
Roble, Belko & Company, Inc 2.99% Reduce -0.5% 51,969 $18.8M
Fidelis Capital Partners, LLC 1.99% Reduce -1.1% 51,349 $18.7M
BluePointe Capital Management, LLC 7.13% Add +97.4% 51,821 $18.7M
Spire Wealth Management 0.60% Add +0.2% 51,615 $18.6M
Fermata Advisors, LLC 3.35% Reduce -10.6% 51,225 $18.5M
Freestone Capital Holdings, LLC 0.69% Reduce -10.9% 50,811 $18.3M
Dorsey & Whitney Trust CO LLC 1.05% Add +0.6% 50,341 $18.2M
Mather Group, Llc. 0.21% Reduce -4.6% 50,189 $18.1M
Ball & Co Wealth Management Inc. 19.16% Reduce -47.2% 49,511 $17.9M
Whitegate Investment Counselors, Inc. 6.33% Reduce -6.2% 49,356 $17.8M
Jmac Enterprises LLC 4.22% Reduce -49.3% 49,195 $17.8M
Atticus Wealth Management, LLC 5.59% Add +64.3% 47,410 $17.1M
Advisor OS, LLC 1.95% Reduce -9.2% 47,363 $17.1M
Tradition Wealth Management, LLC 1.50% Reduce -1.4% 47,261 $17.1M
Bradley Foster & Sargent Inc. 0.29% Reduce -0.9% 47,094 $17.0M
Prudential PLC 0.09% Add +24.7% 46,991 $17.0M
Curtis Advisory Group, LLC 4.91% Reduce -0.8% 46,278 $16.7M
Retirement Income Solutions, Inc. 3.49% Reduce -2.7% 46,167 $16.7M
Nestegg Advisors, Inc. 17.61% Reduce -0.7% 45,892 $16.6M
Westshore Wealth, LLC 6.99% Reduce -2.5% 45,622 $16.5M
STAR Financial Bank 11.91% Reduce -13.0% 45,053 $16.3M
Brown Brothers Harriman & Co. 0.11% Add +80.2% 44,919 $16.2M
Sunburst Financial Group, LLC 3.92% Reduce -0.2% 44,257 $16.0M
Wetzel Investment Advisors, Inc. 7.98% Add +1.8% 43,657 $15.8M
Sagespring Wealth Partners, LLC 0.40% Reduce -1.6% 43,632 $15.8M
Crescent Grove Advisors, LLC 1.62% Reduce -1.6% 43,021 $15.5M
MJP Associates Inc. 2.80% Reduce -7.2% 43,004 $15.5M
Sonata Capital Group Inc. 6.76% Reduce -1.6% 42,992 $15.5M
Occidental Asset Management, LLC 2.34% Reduce -0.7% 42,901 $15.5M
Quantinno Capital Management LP 0.10% Add +30.5% 42,815 $15.5M
Franklin Resources Inc. 0.00% Reduce -4.4% 42,777 $15.4M
Schneider Downs Wealth Management Advisors, LP 2.79% Add +2.1% 42,675 $15.4M
Jane Street Group, LLC 0.03% Reduce -16.4% 42,504 $15.3M
Winthrop Advisory Group LLC 1.82% Reduce -16.2% 41,986 $15.2M
Atria Investments, Inc 0.19% Reduce -28.4% 41,950 $15.1M
O'Brien Wealth Partners LLC 2.79% Reduce -4.7% 41,560 $15.0M
Foundations Investment Advisors, LLC 0.28% Add +320.7% 41,324 $14.9M
Prime Capital Investment Advisors, LLC 0.17% Add +18.5% 40,971 $14.8M
Kelly Financial Group LLC 4.62% Add +11.3% 40,969 $14.8M
Keel Point, LLC 1.15% Reduce -2.3% 40,886 $14.8M
Stillwater Capital Advisors, LLC 2.06% Reduce -1.0% 40,881 $14.8M
Great Valley Advisor Group, Inc. 0.32% Add +0.7% 40,763 $14.7M
William Blair Investment Management, LLC 0.04% New 40,600 $14.7M
Nvest Financial, LLC 7.83% Reduce -2.6% 40,499 $14.6M
Stratos Wealth Partners, LTD. 0.23% Add +11.1% 40,470 $14.6M
Arkadios Wealth Advisors 0.55% Add +92.3% 40,031 $14.5M
Clear Harbor Asset Management, LLC 1.14% Add +0.2% 39,763 $14.4M
Cooksen Wealth, LLC 14.54% Reduce -4.3% 42,524 $14.3M
Sylvest Advisors, LLC 8.90% Add +3.1% 39,425 $14.2M
Regent Peak Wealth Advisors LLC 3.36% Reduce -1.9% 39,405 $14.2M
Compass Financial Group, Inc. 7.27% Add +0.0% 39,178 $14.1M
Summit Financial, LLC 0.39% Add +3.3% 38,912 $14.1M
Accretive Wealth Partners, LLC 4.93% Add +13.6% 37,625 $14.0M
National Bank of Canada 0.02% Add +20.0% 38,571 $13.9M
Cary Street Partners Financial LLC 0.43% Add +2.1% 37,949 $13.7M
&partners 0.14% Add +74.5% 37,664 $13.6M
Consolidated Portfolio Review Corp 2.16% Reduce -2.5% 37,404 $13.5M
OneDigital Investment Advisors LLC 0.16% Reduce -3.0% 36,973 $13.4M
Vanguard Group Inc. 0.00% Reduce -0.2% 36,914 $13.3M
Choate Investment Advisors 0.33% Add +0.5% 36,833 $13.3M
Breakwater Capital Group 2.36% Add +16.0% 36,736 $13.3M
Citizens Financial Group Inc. 0.26% Add +3.9% 36,710 $13.3M
O'shaughnessy Asset Management, LLC 0.11% Add +18.7% 36,698 $13.3M
Compound Planning, Inc. 0.60% Add +678.3% 36,665 $13.2M
JMG Financial Group, Ltd. 0.45% Reduce -2.2% 36,643 $13.2M
Dakota Wealth Management 0.31% Reduce -6.5% 36,616 $13.2M
GeoWealth Management, LLC 0.53% Add +1.8% 36,565 $13.2M
Procyon Advisors, LLC 0.80% Reduce -6.4% 36,360 $13.1M
Newport Capital Group, LLC 9.44% Reduce -0.1% 36,293 $13.1M
Susquehanna International Group, LLP 0.02% Add +352.3% 36,232 $13.1M
HBK Sorce Advisory LLC 0.38% Reduce -2.1% 36,218 $13.1M
FDx Advisors, Inc. 4.20% Reduce -8.6% 35,753 $12.9M
Investment Partners, LTD. 5.31% Reduce -2.6% 35,486 $12.8M
Intrepid Financial Planning Group LLC 5.90% Reduce -0.0% 35,284 $12.7M
SG Americas Securities, LLC 0.04% Add +2522.8% 35,250 $12.7M
One Wealth Advisors, LLC 1.89% Reduce -4.7% 35,001 $12.6M
FMA Wealth Management, LLC 9.61% Reduce -7.8% 31,717 $12.5M
Pointe Capital Management LLC 7.27% Add +5.3% 34,415 $12.4M
West Bancorporation Inc. 8.40% Add +1.0% 34,245 $12.4M
Clark Capital Management Group, Inc. 0.09% Add +99.6% 34,185 $12.3M
Affiance Financial, LLC 2.87% Add +13.5% 34,095 $12.3M
IHT Wealth Management, LLC 0.38% Add +1.4% 34,045 $12.3M
Allianz Asset Management GmbH 0.02% Reduce -62.3% 34,050 $12.3M
Clayton Financial Group LLC 4.49% Reduce -1.6% 33,891 $12.2M
Finley Financial, LLC 6.60% Reduce -2.3% 32,284 $11.8M
Stonebridge Financial Group, LLC 1.25% Reduce -1.2% 32,562 $11.8M
Nottingham Advisors, Inc. 1.78% Reduce -11.6% 32,260 $11.6M
Lebenthal Global Advisors, LLC 2.18% Add +145.0% 32,260 $11.6M
Denver Wealth Management, Inc. 5.29% Reduce -0.9% 32,097 $11.6M
Genesis Private Wealth, LLC 6.08% Add +0.4% 31,754 $11.5M
Bessemer Group Inc. 0.02% Add +0.1% 31,625 $11.4M
RFG Advisory, LLC 0.31% Reduce -6.9% 31,609 $11.4M
Apella Capital, LLC 0.39% Add +625.8% 31,827 $11.4M
Bison Wealth, LLC 1.06% Add +5488.6% 30,905 $11.3M
Brand Asset Management Group, Inc. 4.70% Reduce -1.4% 31,220 $11.3M
Narwhal Capital Management 1.00% Reduce -0.1% 31,054 $11.2M
Valeo Financial Advisors, LLC 0.31% Reduce -2.9% 30,824 $11.1M
Financial Engines Advisors L.L.C. 0.02% Reduce -5.0% 30,817 $11.1M
Prospera Financial Services Inc 0.25% Reduce -43.4% 30,509 $11.0M
Oppenheimer Asset Management Inc. 0.14% Reduce -52.8% 30,247 $10.9M
Epiq Partners, LLC 6.05% Add +10.2% 30,140 $10.9M
Townsquare Capital LLC 0.12% Reduce -8.6% 29,927 $10.8M
UMB Bank, n.a. 0.18% Reduce -5.4% 29,637 $10.7M
BCGM Wealth Management, LLC 3.27% Add +6.2% 29,454 $10.6M
Sage Financial Group Inc. 0.86% Reduce -0.3% 29,346 $10.6M
B. Riley Wealth Advisors, Inc. 0.32% Add +11.7% 29,177 $10.5M
GM Advisory Group, LLC 0.57% Reduce -5.5% 29,166 $10.5M
Integrated Wealth Concepts LLC 0.12% Reduce -7.7% 29,161 $10.5M
IMS Capital Management 5.29% Reduce -3.5% 29,010 $10.5M
Arete Wealth Advisors, LLC 0.80% Add +9.7% 28,934 $10.4M
Brickley Wealth Management 2.15% Reduce -1.5% 28,733 $10.4M
Connecticut Wealth Management, LLC 0.54% Reduce -0.9% 28,636 $10.3M
Parallel Advisors, LLC 0.23% Add +15.3% 28,319 $10.2M
Clientfirst Wealth Management, LLC 11.57% No change 28,264 $10.2M
Flputnam Investment Management Co. 0.19% Reduce -1.1% 28,198 $10.2M
Focus Partners Advisor Solutions, LLC 0.15% Add +5.9% 28,119 $10.2M
Hardy Reed LLC 0.88% Add +0.3% 27,784 $10.0M
Composition Wealth, LLC 0.20% Add +77.8% 27,413 $9.9M
Flynn Zito Capital Management, LLC 4.54% Add +774.3% 27,391 $9.9M
Whittier Trust Co. 0.14% Add +1.0% 27,311 $9.9M
Busey Bank 0.33% Reduce -0.2% 27,291 $9.9M
Sowell Financial Services LLC 0.45% Reduce -58.8% 27,219 $9.8M
Twin Focus Capital Partners, LLC 1.53% No change 27,209 $9.8M
American Institute for Advanced Investment Management, LLP 7.38% Add +1.0% 26,795 $9.7M
Grove Bank & Trust 1.29% Add +0.9% 26,749 $9.7M
Highland Financial Advisors, LLC 3.42% Reduce -4.0% 26,490 $9.6M
Meritage Portfolio Management 0.63% Reduce -0.9% 26,471 $9.6M
Sands Capital Management, LLC 0.03% Add +63.1% 26,465 $9.6M
Gilliland Jeter Wealth Management LLC 3.35% Add +1.3% 26,257 $9.5M
FLC Capital Advisors 2.11% Reduce -3.7% 26,010 $9.4M
Pacific Sage Partners, LLC 2.11% Reduce -6.3% 25,971 $9.4M
Tobias Financial Advisors, Inc. 1.81% Reduce -2.8% 25,873 $9.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.17% Reduce -5.3% 25,871 $9.3M
Oldfather Financial Services, LLC 3.53% Reduce -4.4% 25,729 $9.3M
Arbor Investment Advisors, LLC 1.25% Reduce -0.0% 25,347 $9.2M
Argent Trust Co 0.38% Add +4.2% 25,345 $9.2M
Ballast, Inc. 2.58% Reduce -1.3% 25,274 $9.1M
Allen Investment Management, LLC 0.11% No change 25,154 $9.1M
Sapient Capital LLC 0.18% Reduce -2.8% 25,153 $9.1M
Advisory Services Network, LLC 0.17% Add +45.7% 24,710 $8.9M
US Financial Advisors, LLC 2.64% Reduce -2.0% 24,709 $8.9M
Truepoint, Inc. 0.24% Add +1.1% 24,482 $8.8M
Venture Visionary Partners LLC 0.37% Add +0.9% 24,401 $8.8M
Arcadia Wealth Management, LLC 4.35% Add +4360.5% 24,399 $8.8M
Conning Inc. 0.32% No change 24,087 $8.7M
ARK & TLK Investments, LLC 3.06% No change 24,039 $8.7M
Global Strategic Investment Solutions, LLC 1.00% Reduce -0.1% 24,033 $8.7M
Diversified Trust Co. 0.21% Reduce -3.1% 23,927 $8.6M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -32.7% 23,908 $8.6M
Paladin Advisory Group, LLC 6.89% Add +2.0% 23,860 $8.6M
Central Valley Advisors, LLC 3.23% Reduce -4.0% 23,625 $8.5M
Sequoia Financial Advisors, LLC 0.07% Add +14.3% 23,502 $8.5M
White Lighthouse Investment Management Inc. 1.51% Reduce -6.9% 23,345 $8.4M
Eukles Asset Management 3.70% Reduce -0.8% 23,334 $8.4M
Pettinga Financial Advisors LLC 1.98% Reduce -1.1% 23,267 $8.4M
Patten Group, Inc. 1.92% Reduce -4.6% 23,225 $8.4M
Paragon Financial Partners, Inc. 6.55% Reduce -1.7% 23,170 $8.4M
Berkshire Asset Management LLC 0.40% Add +15.6% 22,109 $8.3M
Blue Trust, Inc. 0.11% Reduce -5.7% 22,980 $8.3M
Holistic Financial Partners 3.99% Reduce -0.0% 22,955 $8.3M
Snowden Capital Advisors LLC 0.27% Reduce -5.1% 22,944 $8.3M
Coldstream Capital Management Inc. 0.18% Reduce -2.8% 22,923 $8.3M
Chicago Wealth Management, Inc. 4.33% Add +2.4% 22,889 $8.3M
Loomis Sayles & Co. L P 0.01% Reduce -37.5% 22,626 $8.2M
Cresta Advisors, Ltd. 4.22% Reduce -2.7% 22,541 $8.1M
AlTi Global, Inc. 0.21% Add +0.0% 22,492 $8.1M
Community Bank, N.A. 1.09% Reduce -0.1% 22,492 $8.1M
Mill Creek Capital Advisors, LLC 0.20% Reduce -14.6% 22,425 $8.1M
Objectivity Squared, LLC 6.76% Add +4.8% 23,046 $8.1M
TPG Financial Advisors, LLC 3.56% Add +55.6% 22,318 $8.1M
American State Bank (Iowa) 4.86% Add +1.3% 22,304 $8.1M
Client First Capital LLC 4.12% Add +203.0% 22,292 $8.0M
Sound View Wealth Advisors Group, LLC 0.66% Reduce -0.3% 22,156 $8.0M
NTV Asset Management LLC 1.06% Reduce -0.4% 22,085 $8.0M
Bryn Mawr Trust Advisors, LLC 0.48% Reduce -17.0% 22,052 $8.0M
Cypress Capital, LLC 2.29% Reduce -0.2% 21,988 $7.9M
Pitcairn Co. 0.48% No change 21,987 $7.9M
Western Wealth Management, LLC 0.53% Reduce -33.7% 21,920 $7.9M
Topel & Distasi Wealth Management, LLC 3.69% Reduce -10.7% 21,910 $7.9M
Ancora Advisors LLC 0.18% Reduce -5.7% 21,808 $7.9M
Simplicity Wealth,LLC 0.61% Add +83.0% 21,788 $7.9M
Peapack Gladstone Financial Corp. 0.12% Add +3.0% 21,577 $7.8M
Neuberger Berman Group LLC 0.01% Reduce -55.2% 21,537 $7.8M
SOA Wealth Advisors, LLC. 1.62% Reduce -1.4% 21,525 $7.8M
Willis Johnson & Associates, Inc. 0.59% Add +16.1% 21,496 $7.8M
Sei Investments Co. 0.01% Reduce -53.5% 21,318 $7.7M
Aaron Wealth Advisors LLC 0.88% Reduce -7.8% 21,188 $7.7M
Provenance Wealth Advisors, LLC 1.10% Add +9.9% 21,157 $7.6M
2UniFi Bank 4.91% Add +9.2% 19,257 $7.6M
1900 Wealth Management LLC 0.63% Reduce -0.7% 21,019 $7.6M
Stock Yards Bank & Trust Co. 0.27% Add +2.3% 20,919 $7.6M
Watts Gwilliam & Co., LLC 1.64% Reduce -3.0% 20,918 $7.6M
J.W. Cole Advisors, Inc. 0.23% Reduce -0.8% 20,900 $7.5M
Matrix Asset Advisors Inc. 0.83% Add +3.7% 20,850 $7.5M
Rebalance, LLC 0.55% Add +0.1% 20,725 $7.5M
Bleakley Financial Group, LLC 0.24% Reduce -1.7% 20,702 $7.5M
Ami Asset Management Corp. 0.44% Add +10.5% 20,649 $7.5M
Ruggaard & Associates LLC 3.27% Reduce -0.8% 20,645 $7.5M
Frederick Financial Consultants, LLC 5.37% Reduce -0.7% 20,619 $7.4M
Linscomb Wealth, Inc. 0.37% Reduce -5.7% 20,616 $7.4M
Fiduciary Trust Co 0.10% Add +5.2% 20,525 $7.4M
Waterway Wealth Management, LLC 3.09% Add +80.7% 20,505 $7.4M
Quest Investment Management LLC 0.92% Reduce -25.1% 20,487 $7.4M
Olympus Wealth Management, LLC 3.24% Add +61.1% 20,453 $7.4M
St. Louis Trust Co 1.07% Reduce -1.1% 20,451 $7.4M
Quent Capital, LLC 0.77% Reduce -2.6% 20,440 $7.4M
Summit Investment Advisors, Inc. 6.56% Add +2.2% 19,864 $7.4M
Kingsview Wealth Management, LLC 0.14% Add +1.4% 20,406 $7.4M
Legal & General Group Plc 0.00% Reduce -10.4% 20,270 $7.3M
Axxcess Wealth Management, LLC 0.20% Reduce -15.1% 20,125 $7.3M
Apollon Wealth Management, LLC 0.16% Reduce -12.5% 19,900 $7.2M
Market Street Wealth Management Advisors LLC 1.21% Reduce -0.9% 19,766 $7.1M
Landaas & Co. /Wi 1.97% Reduce -2.7% 19,735 $7.1M
Rothschild Investment LLC 0.48% Reduce -1.4% 19,716 $7.1M
Sepio Capital, LP 0.56% Add +90.7% 19,693 $7.1M
Oarsman Capital, Inc. 1.28% Reduce -12.8% 19,667 $7.1M
Northstar Group, Inc. 1.20% Reduce -1.6% 19,626 $7.1M
Bawa N Mallick Trust 3.34% No change 19,550 $7.1M
ICONIQ Capital, LLC 0.12% Reduce -1.8% 19,457 $7.0M
Mutual Advisors, LLC 0.20% Add +0.6% 19,198 $7.0M
Schroder Investment Management Group 0.01% No change 19,325 $7.0M
Farther Finance Advisors, LLC 0.18% Add +17.8% 19,020 $6.9M
Potentia Wealth 3.24% Add +3.9% 19,130 $6.9M
Cornerstone Advisory, LLC 0.80% Add +0.7% 18,511 $6.9M
Breed's Hill Capital LLC 3.70% Reduce -0.7% 19,014 $6.9M
Tandem Financial, LLC 7.46% Add +1.9% 18,970 $6.9M
CFM Wealth Partners LLC 1.21% Reduce -1.6% 18,932 $6.8M
CENTRAL TRUST Co 0.17% Reduce -4.4% 18,749 $6.8M
Apexium Financial, LP 0.40% Add +2.2% 18,748 $6.8M
Certuity, LLC 0.71% Add +6.6% 18,709 $6.8M
American Trust 1.66% Reduce -21.6% 18,640 $6.7M
Sustainable Growth Advisers, LP 0.04% Reduce -0.3% 18,562 $6.7M
Alesco Advisors, LLC, An ESL Co 0.21% Reduce -3.7% 18,428 $6.7M
Smith & Howard Wealth Management, LLC 1.81% Add +10.8% 18,388 $6.6M
Next Capital Management LLC 3.18% Add +4.0% 18,352 $6.6M
Old National Bancorp 0.17% Reduce -79.3% 18,352 $6.6M
Dimension Capital Management LLC 1.16% No change 18,074 $6.5M
Garde Capital, Inc. 0.37% Reduce -4.7% 18,004 $6.5M
City Holding Co. 0.91% Reduce -2.7% 17,963 $6.5M
Monument Capital Management 1.99% Add +1855.5% 17,932 $6.5M
Rehmann Capital Advisory Group 0.41% Add +21.1% 17,908 $6.5M
Stage Harbor Financial, LLC 5.44% Reduce -0.1% 17,803 $6.4M
EPG Wealth Management LLC 1.79% Reduce -2.3% 17,781 $6.4M
TFO Wealth Partners, LLC 1.27% New 17,763 $6.4M
Indiana Trust & Investment Management Co 2.32% Reduce -0.2% 17,727 $6.4M
CJM Wealth Advisers, Ltd. 2.26% Add +0.5% 17,698 $6.4M
Altus Wealth Group LLC 2.99% Reduce -41.5% 17,698 $6.4M
Three Bridge Wealth Advisors, LLC 2.22% Add +0.0% 17,696 $6.4M
Mycio Wealth Partners, LLC 1.50% Reduce -8.7% 17,650 $6.4M
Counterweight Ventures, LLC 4.56% Add +1.1% 17,606 $6.4M
Caprock Group, LLC 0.19% Add +32.9% 17,598 $6.4M
Stevens Capital Partners 2.96% Add +48.4% 17,434 $6.3M
Cyndeo Wealth Partners, LLC 0.41% Add +229.4% 17,421 $6.3M
Gladstone Institutional Advisory LLC 0.29% Reduce -20.9% 17,410 $6.3M
Next Level Private LLC 2.34% Reduce -0.1% 17,378 $6.3M
Harbour Capital Advisors, LLC 1.55% Reduce -1.7% 18,102 $6.3M
OMNI 360 Wealth, Inc. 4.20% Reduce -0.4% 17,364 $6.3M
Pinnacle Associates Ltd. 0.09% Add +3.0% 17,263 $6.2M
Total Clarity Wealth Management, Inc. 2.03% No change 15,505 $6.2M
First Western Trust Bank 0.30% Reduce -3.8% 17,238 $6.2M
Partnership Wealth Management, LLC 5.25% Add +0.0% 17,136 $6.2M
New England Private Wealth Advisors LLC 0.95% Reduce -0.8% 17,074 $6.2M
Tolleson Wealth Management, Inc. 1.18% Reduce -3.5% 16,917 $6.1M
Financial Advisors, LLC 1.21% No change 16,914 $6.1M
Opes Wealth Management LLC 1.23% Reduce -0.7% 16,816 $6.1M
Tanglewood Legacy Advisors, LLC 2.65% Reduce -1.2% 16,768 $6.1M
Wealthcare Advisory Partners LLC 0.16% Add +8.3% 16,699 $6.0M
Merit Financial Group, LLC 0.09% Add +34.1% 16,643 $6.0M
DHJJ Financial Advisors, Ltd. 2.41% Reduce -1.4% 16,543 $6.0M
Sanders Morris Harris LLC 0.93% Reduce -2.7% 16,483 $6.0M
Bay Capital Advisors, LLC 4.95% Add +1.8% 16,467 $5.9M
Perigon Wealth Management, LLC 0.15% Reduce -0.5% 16,463 $5.9M
Dixon Fnancial Services, Inc. 3.18% Reduce -14.6% 16,286 $5.9M
Sigma Planning Corp 0.19% Add +24.9% 16,276 $5.9M
Cordatus Wealth Management LLC 1.60% Reduce -59.2% 16,195 $5.8M
FineMark National Bank & Trust 0.21% Reduce -1.1% 16,118 $5.8M
Zuckerman Investment Group, LLC 0.62% Reduce -1.3% 15,879 $5.7M
Nicolet Bankshares Inc. 1.14% Add +3.7% 15,767 $5.7M
Massachusetts Financial Services Co. 0.00% Add +151.6% 15,584 $5.6M
Lowe Brockenbrough & Co. Inc. 0.37% Reduce -9.3% 15,551 $5.6M
Colorado Capital Management, Inc. 2.61% Reduce -5.3% 15,545 $5.6M
Embree Financial Group 0.94% Add +34.5% 15,538 $5.6M
Apriem Advisors 0.66% Add +1.5% 15,490 $5.6M
IFG Advisory, LLC 0.31% Add +0.8% 15,481 $5.6M
Beam Wealth Advisors, Inc. 1.88% Reduce -3.6% 15,459 $5.6M
Heck Capital Advisors, LLC 0.63% Reduce -27.6% 15,425 $5.6M
Forum Financial Management, LP 0.09% Reduce -16.0% 15,345 $5.5M
Flagstar Securities, Inc. 1.41% Reduce -8.3% 15,301 $5.5M
Canal Capital Management, LLC 0.91% Reduce -1.4% 15,128 $5.5M
NovaPoint Capital, LLC 1.68% Add +1.1% 15,064 $5.4M
Cornerstone Planning Group LLC 1.30% Add +0.3% 15,543 $5.4M
Mathes Company, Inc. 2.21% No change 14,950 $5.4M
AdvisorNet Financial, Inc 0.40% Add +12.5% 14,915 $5.4M
Avity Investment Management Inc. 0.43% Reduce -0.5% 14,824 $5.4M
Clearbridge Investments, LLC 0.00% Add +14.7% 14,785 $5.3M
Forvis Mazars Wealth Advisors, LLC 0.13% Reduce -4.0% 14,736 $5.3M
Tudor Investment Corporation 0.05% Reduce -24.4% 14,665 $5.3M
Talisman Wealth Advisors LLC 5.44% Add +11.5% 14,661 $5.3M
Strategic Family Wealth Counselors, L.L.C. 1.71% Add +1.0% 14,555 $5.3M
Cornerstone Advisors Asset Management, LLC 1.07% No change 14,495 $5.2M
Osborne Partners Capital Management, LLC 0.30% Reduce -1.1% 14,325 $5.2M
AlphaCore Capital LLC 0.44% New 14,252 $5.1M
Lowery Thomas, LLC 3.52% Add +0.8% 14,251 $5.1M
Dynamic Financial Group 5.14% Add +1.1% 14,223 $5.1M
True North Advisors, LLC 0.91% New 14,219 $5.1M
EverSource Wealth Advisors, LLC 0.28% Reduce -12.3% 13,993 $5.1M
Monetary Management Group Inc. 1.36% Reduce -8.8% 13,977 $5.0M
Dynamic Advisor Solutions LLC 0.16% Reduce -0.7% 13,850 $5.0M
Serenus Wealth Advisors, LLC 0.83% Add +0.1% 13,824 $5.0M
Ellis Investment Partners, LLC 1.03% Reduce -1.9% 13,821 $5.0M
Virtue Capital Management, LLC 0.58% New 13,690 $4.9M
Qube Research & Technologies Ltd 0.01% Add +500.6% 13,627 $4.9M
Prosperity Consulting Group, LLC 0.38% Reduce -0.6% 13,605 $4.9M
MidAtlantic Capital Management, Inc. 3.80% Add +0.2% 13,408 $4.8M
Fidelity D & D Bancorp Inc. 3.17% Add +11.3% 13,344 $4.8M
Valmark Advisers, Inc. 0.07% Add +0.8% 13,258 $4.8M
Foundation Wealth Management, LLC\PA 2.28% Reduce -1.4% 13,257 $4.8M
D. E. Shaw & Co. 0.01% New 13,254 $4.8M
JSF Financial, LLC 1.26% Reduce -4.1% 13,250 $4.8M
Harbor Investment Advisory, LLC 0.46% Reduce -0.0% 13,232 $4.8M
Amplius Wealth Advisors, LLC 0.49% Reduce -0.5% 12,992 $4.7M
Legacy Advisors, LLC 0.48% Add +4.8% 12,989 $4.7M
Xponance LLC 0.05% Add +1.3% 12,962 $4.7M
Widmann Financial Services, Inc. 3.61% Add +2.7% 12,873 $4.6M
Sax Wealth Advisors, LLC 0.33% Add +12.3% 12,863 $4.6M
CPC Advisors, LLC 0.64% Reduce -3.4% 12,826 $4.6M
Icon Wealth Advisors, LLC 0.38% Add +8.6% 12,820 $4.6M
Alta Wealth Advisors LLC 2.11% Reduce -4.3% 12,710 $4.6M
CreativeOne Wealth, LLC 0.14% Reduce -21.2% 12,699 $4.6M
Cornerstone Wealth Advisors, Inc. 1.27% Reduce -8.1% 12,682 $4.6M
Eagle Strategies LLC 0.79% Add +1.3% 12,642 $4.6M
Saxon Interests, Inc. 2.13% Reduce -26.1% 12,635 $4.6M
Lanark Financial, Inc. 0.39% — 12,620 $4.6M
Great Lakes Advisors, LLC 0.04% Add +20.1% 12,612 $4.6M
MTM Investment Management, LLC 1.73% Add +1.3% 12,319 $4.5M
Cassaday & Co Wealth Management LLC 0.13% Reduce -2.6% 12,403 $4.5M
Cadence Bank 0.32% Reduce -3.7% 12,385 $4.5M
Macquarie Group Ltd. 0.01% Add +60.9% 12,382 $4.5M
City National Bank of Florida 4.01% Add +3.7% 12,342 $4.5M
Bollard Group LLC 0.12% Add +0.1% 12,318 $4.4M
Intrua Financial, LLC 0.69% Reduce -5.8% 12,270 $4.4M
Legacy Trust 1.07% Reduce -0.1% 12,242 $4.4M
Essex Financial Services, Inc. 0.32% Add +16.0% 12,226 $4.4M
Hilltop Holdings Inc. 0.28% Add +2.1% 12,113 $4.4M
Valley Forge Investment Consultants Inc. Adv 1.55% Reduce -0.9% 12,057 $4.4M
IFP Advisors, Inc 0.13% Reduce -14.1% 12,039 $4.3M
W Advisors, LLC 2.71% No change 12,010 $4.3M
Crestwood Advisors Group, LLC 0.08% Reduce -1.1% 12,008 $4.3M
Verdence Capital Advisors LLC 0.33% Reduce -3.4% 12,007 $4.3M
Avior Wealth Management, LLC 0.16% Reduce -2.2% 11,973 $4.3M
Private Trust Co. NA 0.44% Reduce -2.5% 11,962 $4.3M
Janus Henderson Group PLC 0.00% Reduce -22.4% 11,895 $4.3M
Main Street Financial Solutions, LLC 0.37% Add +11.9% 11,835 $4.3M
Foster Dykema Cabot & Partners, LLC 0.34% Reduce -1.1% 11,825 $4.3M
Eldridge Investment Advisors, Inc. 0.98% Reduce -0.1% 11,812 $4.3M
Disciplined Investments, LLC 1.95% Reduce -1.1% 11,746 $4.2M
Marshall Financial Group Inc. 1.33% Reduce -0.9% 11,732 $4.2M
Affinity Capital Advisors, LLC 0.84% Reduce -0.2% 12,083 $4.2M
Marcum Wealth, LLC 0.37% Reduce -2.8% 11,702 $4.2M
Okabena Investment Services Inc. 1.06% No change 11,701 $4.2M
Stonegate Investment Group, LLC 0.11% Add +1.2% 11,693 $4.2M
Equitable Trust Co. 0.23% Add +23.1% 11,689 $4.2M
Integrated Advisors Network LLC 0.21% Add +7.2% 11,686 $4.2M
Joel Isaacson & Co., LLC 0.19% Reduce -1.8% 11,632 $4.2M
Calamos Wealth Management LLC 0.21% Add +22.1% 11,613 $4.2M
Redhawk Wealth Advisors, Inc. 0.56% Reduce -1.8% 11,593 $4.2M
Leavell Investment Management, Inc. 0.21% Add +1.5% 11,571 $4.2M
Associated Banc-Corp 0.13% Reduce -2.6% 11,549 $4.2M
Americana Partners, LLC 0.16% Reduce -48.2% 11,539 $4.2M
Sage Mountain Advisors LLC 0.31% Add +12.4% 11,488 $4.1M
Summit Wealth & Retirement Planning, Inc. 1.26% Reduce -0.8% 11,379 $4.1M
True Link Financial Advisors, LLC 0.30% New 11,308 $4.1M
Verum Partners LLC 1.10% Reduce -1.6% 11,299 $4.1M
Wesbanco Bank Inc. 0.14% Add +1.5% 11,267 $4.1M
Sigma Investment Counselors Inc. 0.25% Reduce -2.3% 11,260 $4.1M
Walled Lake Planning & Wealth Management, LLC 1.44% Reduce -53.4% 11,258 $4.1M
DSG Capital Advisors, LLC 0.81% No change 11,140 $4.0M
Leigh Baldwin & Co., LLC 3.22% Add +35.6% 11,074 $4.0M
Zacks Investment Management 0.04% Reduce -51.8% 11,052 $4.0M
AE Wealth Management LLC 0.03% Reduce -41.7% 11,011 $4.0M
McCarthy Asset Management, Inc. 2.87% Reduce -0.5% 10,987 $4.0M
Clarius Group, LLC 0.25% Add +116.5% 10,961 $4.0M
Chicago Partners Investment Group LLC 0.13% Add +6.3% 10,558 $3.9M
Stonebridge Capital Advisors LLC 0.32% Reduce -0.9% 10,862 $3.9M
Azimuth Capital Investment Management LLC 0.16% Reduce -4.4% 10,854 $3.9M
Paces Ferry Wealth Advisors, LLC 1.95% Reduce -0.3% 10,826 $3.9M
Cornerstone Wealth Group, LLC 0.32% Reduce -4.8% 10,811 $3.9M
Atlas Brown,Inc. 1.37% Reduce -0.5% 10,774 $3.9M
Quantum Portfolio Management LLC 1.97% Add +4.5% 10,764 $3.9M
Darwin Wealth Management, LLC 1.30% No change 9,651 $3.9M
Etesian Wealth Advisors, Inc. 1.67% Reduce -1.0% 10,713 $3.9M
Willner & Heller, LLC 3.54% Reduce -4.7% 10,594 $3.8M
Brookstone Capital Management 0.05% Reduce -19.3% 10,581 $3.8M
Key Financial Inc 0.83% Reduce -0.5% 10,568 $3.8M
Life Line Wealth Management LLC 1.40% Reduce -84.3% 10,553 $3.8M
Flagship Harbor Advisors, LLC 0.20% Reduce -3.1% 10,549 $3.8M
Segment Wealth Management, LLC 0.26% No change 10,534 $3.8M
McAdam, LLC 0.23% Reduce -16.5% 10,482 $3.8M
PAX Financial Group, LLC 0.67% Reduce -12.2% 10,431 $3.8M
Level Four Advisory Services, LLC 0.15% Add +35.8% 10,413 $3.8M
Central Pacific Bank - Trust Division 0.54% Reduce -5.1% 10,393 $3.8M
SilverOak Wealth Management LLC 0.81% No change 10,374 $3.7M
Legacy Financial Group, Inc. 1.20% Add +3.2% 10,354 $3.7M
Thompson Siegel & Walmsley LLC 0.06% No change 10,304 $3.7M
Mainstream Capital Management LLC 2.94% Reduce -0.1% 10,293 $3.7M
Davis R M Inc. 0.07% Add +0.5% 10,274 $3.7M
Able Wealth Management LLC 2.20% Reduce -3.7% 10,265 $3.7M
Northeast Financial Consultants Inc 0.16% No change 10,256 $3.7M
Diversified Portfolios, Inc. 0.38% Reduce -1.2% 10,126 $3.7M
Goodman Financial Corp 0.79% Add +13.5% 10,117 $3.7M
Evanson Asset Management, LLC 0.26% Add +20.2% 10,100 $3.6M
Founders Financial Alliance, LLC 0.88% Reduce -6.3% 10,068 $3.6M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -5.1% 9,973 $3.6M
QRG Capital Management, Inc. 0.04% Add +21.2% 9,950 $3.6M
Enclave Advisors LLC 0.61% Reduce -0.1% 9,913 $3.6M
Pure Financial Advisors, LLC 0.07% Reduce -8.3% 9,890 $3.6M
Aspiriant, LLC 0.12% No change 9,883 $3.6M
Pinnacle Wealth Planning Services, Inc. 0.54% Reduce -3.1% 9,863 $3.6M
WealthShield Partners, LLC 0.46% Add +3.1% 9,827 $3.5M
Mosaic Family Wealth Partners, LLC 0.50% Reduce -0.6% 9,798 $3.5M
Capital Asset Advisory Services LLC 0.18% Reduce -6.1% 9,609 $3.5M
Logan Capital Management Inc. 0.16% Reduce -34.1% 9,744 $3.5M
GAMMA Investing LLC 0.26% Add +2.9% 9,737 $3.5M
KMG Fiduciary Partners, LLC 0.29% Reduce -2.4% 9,719 $3.5M
Sierra Capital LLC 0.42% No change 9,718 $3.5M
Midland Wealth Advisors, LLC 0.21% Add +1.2% 9,685 $3.5M
Guidance Point Advisors, LLC 1.03% Reduce -4.8% 9,667 $3.5M
Wedbush Securities Inc. 0.13% Add +2.5% 9,665 $3.5M
SOL Capital Management CO 0.38% Add +1.1% 9,647 $3.5M
Centerpoint Advisory Group 3.42% Reduce -3.3% 9,622 $3.5M
SouthState Bank Corp 0.16% Add +25.3% 9,575 $3.5M
Sendero Wealth Management, LLC 0.48% Add +0.4% 9,564 $3.5M
Family Capital Management, Inc. 2.12% Reduce -0.5% 9,529 $3.4M
Adirondack Trust Co. 1.34% Add +9.8% 9,502 $3.4M
BBR Partners, LLC 0.24% No change 9,484 $3.4M
Stonebridge Financial Planning Group, LLC 1.56% Reduce -3.5% 9,484 $3.4M
Hillcrest Wealth Advisors - NY, LLC 1.69% Reduce -0.2% 9,480 $3.4M
Corrigan Financial, Inc. 0.70% Add +0.7% 9,428 $3.4M
Columbus Macro, LLC 0.45% Add +9.8% 9,359 $3.4M
KDK Private Wealth Management, LLC 3.83% Reduce -0.0% 9,310 $3.4M
Mayport, LLC 0.93% No change 9,300 $3.4M
Wharton Business Group, LLC 0.15% Reduce -6.7% 9,289 $3.4M
GenWealth Group, Inc. 0.74% Reduce -0.8% 9,259 $3.3M
Courier Capital LLC 0.22% Add +36.4% 9,158 $3.3M
InvesTrust 0.90% Reduce -4.9% 9,146 $3.3M
Premier Path Wealth Partners, LLC 0.51% Reduce -5.8% 9,138 $3.3M
Caliber Wealth Management, LLC / KS 0.45% — 9,133 $3.3M
Towerpoint Wealth, LLC 1.63% Reduce -5.6% 9,121 $3.3M
Pachira Investments Inc. 2.31% Reduce -25.1% 9,104 $3.3M
Spirepoint Private Client, LLC 0.43% Reduce -3.0% 9,082 $3.3M
CRA Financial Services, LLC 0.56% Add +1.1% 9,079 $3.3M
Angeles Wealth Management, LLC 0.27% Add +1.1% 9,026 $3.3M
Howland Capital Management LLC 0.14% No change 8,969 $3.2M
Clark & Stuart, Inc 2.34% Add +0.1% 8,902 $3.2M
Jordan Park Group LLC 0.23% Add +6.6% 8,901 $3.2M
Glass Jacobson Investment Advisors llc 1.05% No change 7,988 $3.2M
Quotient Wealth Partners, LLC 0.10% Reduce -0.3% 8,871 $3.2M
Fisher Asset Management 0.00% Reduce -11.7% 8,841 $3.2M
Centennial Bank 1.52% Reduce -26.6% 8,839 $3.2M
Wolverine Trading, LLC 0.10% Add +17.4% 8,824 $3.2M
RiverTree Advisors, LLC 2.13% Add +13.5% 8,801 $3.2M
jvl associates llc 1.28% No change 8,777 $3.2M
Atlantic Edge Private Wealth Management, LLC 0.97% No change 8,767 $3.2M
Permanent Capital Management, LP 0.91% No change 8,753 $3.2M
Argyle Capital Partners, LLC 2.71% Add +3.5% 8,750 $3.2M
Mechanics Bank Trust Department 0.43% Reduce -9.1% 8,715 $3.1M
First National Trust Co 0.13% Reduce -13.6% 8,640 $3.1M
Park Place Capital Corp 0.85% Reduce -5.5% 8,636 $3.1M
FAS Wealth Partners, Inc. 0.25% Reduce -4.9% 8,625 $3.1M
Monograph Wealth Advisors, LLC 0.42% No change 8,589 $3.1M
Diversify Wealth Management, LLC 0.23% Reduce -0.5% 8,427 $3.1M
Fiduciary Financial Group, LLC 0.67% Add +29.3% 8,968 $3.1M
Capital Investment Advisors, LLC 0.06% Add +13.0% 8,528 $3.1M
Belpointe Asset Management LLC 0.16% Reduce -0.5% 8,522 $3.1M
Oxford Financial Group, LTD. LLC 0.22% Reduce -3.6% 8,520 $3.1M
IFC Advisors LLC 0.64% Reduce -2.5% 8,518 $3.1M
Meridian Management Co. 0.95% No change 8,502 $3.1M
Jackson Hole Capital Partners, LLC 0.60% Reduce -0.2% 8,429 $3.0M
Wedgewood Partners Inc. 0.61% Add +95.9% 7,588 $3.0M
Brightwater Advisory LLC 2.38% Reduce -1.5% 8,350 $3.0M
Voya Investment Management LLC 0.00% Add +11.1% 8,327 $3.0M
Kraft, Davis & Associates, LLC 0.96% Reduce -56.4% 8,783 $3.0M
Wealthstream Advisors, Inc. 0.56% Reduce -0.1% 8,267 $3.0M
World Investment Advisors 0.08% Reduce -6.1% 8,251 $3.0M
Leo Wealth, LLC 0.42% Reduce -0.3% 8,159 $2.9M
Harbour Investments, Inc. 0.08% Reduce -1.9% 8,152 $2.9M
Perennial Investment Advisors, LLC 0.33% Add +20.7% 8,121 $2.9M
Meridian Wealth Management, LLC 0.14% Reduce -2.4% 8,117 $2.9M
Frank, Rimerman Advisors LLC 0.23% No change 8,111 $2.9M
Horan Securities, Inc. 1.11% Reduce -0.0% 8,099 $2.9M
Certified Advisory Corp 0.33% Reduce -5.3% 8,072 $2.9M
Exencial Wealth Advisors, LLC 0.11% Add +0.1% 8,058 $2.9M
Goelzer Investment Management, Inc. 0.17% Reduce -5.5% 8,053 $2.9M
SeaCrest Wealth Management, LLC 0.33% Reduce -0.8% 8,029 $2.9M
Wealth Dimensions Group, Ltd. 0.69% Reduce -3.1% 8,020 $2.9M
Cypress Capital Group 0.38% Add +20.2% 8,010 $2.9M
Robinson Smith Wealth Advisors LLC 2.41% No change 7,990 $2.9M
Mgo One Seven LLC 0.11% Reduce -7.8% 7,975 $2.9M
Annex Advisory Services, LLC 0.08% Reduce -2.5% 7,952 $2.9M
Baron Financial Group, LLC 1.80% Reduce -4.3% 7,914 $2.9M
Weaver Capital Management LLC 0.76% Reduce -1.3% 7,908 $2.9M
Sharkey, Howes & Javer 0.41% Reduce -13.3% 7,896 $2.9M
ProVise Management Group, LLC 0.24% Reduce -1.9% 7,889 $2.8M
Independent Financial Group, LLC 0.10% Reduce -10.9% 7,822 $2.8M
Canandaigua National Bank & Trust Co. 0.28% Reduce -3.9% 7,779 $2.8M
Soltis Investment Advisors LLC 0.25% Add +2.5% 7,746 $2.8M
Revolve Wealth Partners, LLC 0.40% Add +20.1% 7,742 $2.8M
Y-Intercept (Hong Kong) Ltd 0.19% Add +816.7% 7,737 $2.8M
First United Bank & Trust 1.04% Reduce -1.4% 7,727 $2.8M
Jefferies Financial Group Inc. 0.05% Reduce -20.8% 7,599 $2.7M
Zions Bancorporation, National Association 0.17% — 7,585 $2.7M
NFSG Corp 0.66% Reduce -3.8% 7,571 $2.7M
Glenview Trust Co 0.05% Reduce -2.5% 7,561 $2.7M
Lee, Kelleher & Klein Wealth Management 2.01% Reduce -3.9% 7,558 $2.7M
Greenleaf Trust 0.02% Reduce -9.7% 7,549 $2.7M
Burke & Herbert Bank & Trust Co. 0.65% Reduce -0.2% 7,496 $2.7M
Peddock Capital Advisors, LLC 0.68% Add +0.3% 7,482 $2.7M
Noble Family Wealth, LLC 0.74% Reduce -9.5% 7,431 $2.7M
Vista Capital Partners, Inc. 0.33% Add +0.0% 7,429 $2.7M
Kapstone Financial Advisors LLC 1.51% Reduce -0.1% 7,412 $2.7M
Fiducient Advisors LLC 0.33% Add +0.6% 7,401 $2.7M
Moss Adams Wealth Advisors LLC 0.28% Reduce -0.2% 7,388 $2.7M
Pacific Capital Wealth Advisors, Inc. 0.46% Reduce -3.3% 7,367 $2.7M
Biltmore Family Office, LLC 0.45% No change 7,360 $2.7M
Middleton & Co. Inc. 0.31% Reduce -1.4% 7,326 $2.6M
Towercrest Capital Management 0.50% Reduce -23.9% 7,325 $2.6M
Red Cedar Investment Management, LLC 0.36% Add +0.1% 7,298 $2.6M
Texas Bank & Trust Co 1.11% Reduce -6.6% 7,281 $2.6M
Sabal Trust CO 0.15% Reduce -3.4% 7,267 $2.6M
Insight 2811, Inc. 1.33% Reduce -5.0% 7,255 $2.6M
Custos Family Office, LLC 0.93% Reduce -4.0% 7,251 $2.6M
Cove Private Wealth, LLC 1.40% Add +2.7% 7,240 $2.6M
Cahaba Wealth Management, Inc. 0.22% Reduce -4.8% 7,214 $2.6M
Suncoast Equity Management 0.29% No change 7,201 $2.6M
Cullinan Associates Inc. 0.18% No change 7,200 $2.6M
Stephens Consulting, LLC 0.65% No change 7,180 $2.6M
GC Wealth Management RIA, LLC 0.47% Add +3.7% 7,159 $2.6M
Empower Advisory Group, LLC 0.01% Reduce -6.6% 7,130 $2.6M
James J. Burns & Company, LLC 0.46% Reduce -8.6% 7,117 $2.6M
Meridian Wealth Advisors, LLC 0.43% No change 7,084 $2.6M
Aprio Wealth Management, LLC 0.32% Add +0.0% 7,081 $2.6M
Total Wealth Planning, LLC 0.39% Reduce -3.0% 7,052 $2.5M
Ramirez Asset Management, Inc. 0.53% No change 7,050 $2.5M
First National Bank Sioux Falls 1.03% Add +1.9% 7,046 $2.5M
U.S. Capital Wealth Advisors, LLC 0.08% Reduce -0.3% 7,032 $2.5M
Beaumont Financial Advisors, LLC 0.20% Reduce -0.7% 7,029 $2.5M
Snider Financial Group 0.82% Reduce -1.2% 7,004 $2.5M
Element Pointe Advisors, LLC 0.61% No change 6,991 $2.5M
PFG Advisors 0.14% Reduce -17.8% 6,976 $2.5M
Radnor Capital Management, LLC 0.42% Reduce -5.9% 6,966 $2.5M
Elevation Wealth Partners, LLC 1.08% Reduce -0.9% 6,920 $2.5M
Tilson Financial Group, Inc. 0.99% No change 6,918 $2.5M
DAVENPORT & Co LLC 0.01% Add +10.8% 6,899 $2.5M
Biondo Investment Advisors, LLC 0.35% Reduce -12.3% 6,879 $2.5M
Sandy Spring Bank 0.10% Reduce -1.4% 6,870 $2.5M
Moneco Advisors, LLC 0.26% Reduce -3.6% 6,868 $2.5M
Nikulski Financial, Inc. 0.75% Reduce -4.8% 6,858 $2.5M
Crewe Advisors LLC 0.35% Reduce -3.4% 6,853 $2.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -10.1% 7,068 $2.5M
Moloney Securities Asset Management, LLC 0.33% Add +4.7% 6,819 $2.5M
Midwest Professional Planners, LTD. 0.77% Add +0.4% 6,809 $2.5M
Win Advisors, Inc. 1.26% Reduce -2.1% 6,775 $2.4M
Alliance Wealth Management Group 0.66% No change 6,762 $2.4M
Savvy Advisors, Inc. 0.25% Add +17.2% 6,762 $2.4M
Betterment LLC 0.01% Add +1.4% 6,746 $2.4M
General Partner, Inc. 1.57% No change 6,696 $2.4M
Flywheel Private Wealth LLC 2.19% Reduce -3.3% 6,663 $2.4M
Trilogy Capital Inc. 0.13% Add +4.3% 6,660 $2.4M
Turtle Creek Wealth Advisors, LLC 0.36% New 6,628 $2.4M
Beirne Wealth Consulting Services, LLC 0.85% Add +0.0% 6,616 $2.4M
Stratos Wealth Advisors, LLC 0.13% Reduce -25.2% 6,607 $2.4M
Trust Point Inc. 0.22% Reduce -0.4% 6,588 $2.4M
CGN Advisors LLC 0.23% Add +1.8% 6,580 $2.4M
Gryphon Financial Partners LLC 0.35% Add +2.1% 6,549 $2.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +2.1% 6,548 $2.4M
Maryland Capital Advisors Inc. 1.04% No change 6,543 $2.4M
Auour Investments LLC 0.85% Add +0.2% 6,388 $2.3M
Cannell & Spears LLC 0.05% Reduce -0.1% 6,483 $2.3M
Fortress Financial Group, LLC 2.33% Add +0.2% 6,471 $2.3M
Atalanta Sosnoff Capital, LLC 0.06% Add +21.0% 6,461 $2.3M
G2 Capital Management, LLC / Oh 0.71% No change 6,459 $2.3M
Cambridge Advisors Inc. 0.51% No change 6,453 $2.3M
GTS Securities LLC 0.10% New 6,439 $2.3M
Vance Wealth, LLC 0.87% Reduce -16.3% 6,389 $2.3M
Transcend Capital Advisors, LLC 0.17% Add +1.6% 6,372 $2.3M
Brady Martz Wealth Solutions, LLC 0.52% Reduce -4.2% 6,370 $2.3M
Independence Bank of Kentucky 0.36% No change 6,363 $2.3M
Integrated Capital Management, Inc. 1.83% Reduce -12.2% 6,356 $2.3M
Chesley Taft & Associates LLC 0.11% Add +0.3% 6,352 $2.3M
Q3 Asset Management 1.55% Add +129.3% 6,259 $2.3M
Plancorp, LLC 0.09% Add +30.4% 6,242 $2.3M
Focus Financial Network, Inc. 0.09% Add +6.7% 6,204 $2.2M
Hoese & Co LLP 1.94% No change 6,192 $2.2M
Bogart Wealth, LLC 0.11% Add +1.8% 6,189 $2.2M
Magnus Financial Group LLC 0.22% Add +26.1% 6,169 $2.2M
WealthBridge Capital Management, LLC 0.63% Reduce -1.4% 6,141 $2.2M
Plante Moran Financial Advisors, LLC 0.19% Add +0.5% 6,139 $2.2M
Highline Wealth Partners LLC 0.75% Reduce -22.2% 6,138 $2.2M
Trademark Financial Management, LLC 1.69% Add +1.8% 6,126 $2.2M
Veracity Capital LLC 0.87% Reduce -3.9% 6,108 $2.2M
Becker Capital Management Inc. 0.07% Add +0.0% 6,082 $2.2M
Clifford Group, LLC 2.05% Reduce -2.0% 6,069 $2.2M
Principal Securities, Inc. 0.05% Add +0.3% 5,443 $2.2M
Summit Financial Strategies, Inc. 0.22% Add +20.1% 6,032 $2.2M
Investmark Advisory Group LLC 1.07% Reduce -1.3% 6,019 $2.2M
Beaton Management Co. Inc. 1.13% Reduce -2.4% 6,009 $2.2M
Palisade Asset Management, LLC 0.22% Reduce -0.6% 6,000 $2.2M
ALM First Financial Advisors, LLC 0.49% No change 7,285 $2.2M
Wescott Financial Advisory Group, LLC 0.22% Reduce -2.3% 5,993 $2.2M
Seven Mile Advisory 1.44% Reduce -3.8% 5,979 $2.2M
Tocqueville Asset Management L.P. 0.04% Add +4.4% 5,973 $2.2M
Concurrent Investment Advisors, LLC 0.05% Add +6.3% 5,968 $2.2M
National Philanthropic Trust 0.03% Add +7.7% 5,965 $2.2M
Quadrant Private Wealth Management, LLC 0.53% Reduce -10.9% 5,928 $2.1M
Marmo Financial Group, LLC 1.17% Add +6.4% 5,926 $2.1M
Gries Financial LLC 0.41% Reduce -0.6% 5,895 $2.1M
TD Asset Management Inc 0.00% No change 5,893 $2.1M
Journey Strategic Wealth LLC 0.07% Reduce -7.0% 5,880 $2.1M
Cornerstone Wealth Management, LLC 0.14% No change 5,876 $2.1M
Blankinship & Foster, LLC 0.54% Add +15.3% 5,875 $2.1M
Manchester Capital Management LLC 0.26% Reduce -0.0% 5,872 $2.1M
Ausdal Financial Partners, Inc. 0.16% Add +5.4% 5,871 $2.1M
Allegheny Financial Group 0.54% Add +7.1% 5,868 $2.1M
GWN Securities Inc. 0.12% Add +410.5% 5,641 $2.1M
Wick Capital Partners, LLC 0.62% Add +8.6% 5,765 $2.1M
Cooper Financial Group 0.27% Reduce -8.9% 5,762 $2.1M
Norris Perne & French LLP 0.16% Reduce -10.3% 5,753 $2.1M
Koshinski Asset Management, Inc. 0.18% Add +2.5% 5,732 $2.1M
Cascade Wealth Advisors, Inc 1.43% Reduce -1.4% 5,852 $2.1M
Autumn Glory Partners, LLC 1.02% No change 5,707 $2.1M
Sterling Investment Counsel, LLC 0.70% New 5,695 $2.1M
TD Waterhouse Canada Inc. 0.02% Add +22.9% 5,612 $2.0M
Dentgroup LLC 1.53% Add +592.6% 5,652 $2.0M
Greenspring Advisors, LLC 0.48% Reduce -0.8% 5,651 $2.0M
CCG Wealth Management, LLC 1.22% No change 5,648 $2.0M
Insight Inv LLC 1.40% Reduce -0.3% 5,626 $2.0M
Independent Advisor Alliance 0.07% Reduce -85.6% 5,590 $2.0M
Clear Creek Financial Management, LLC 0.21% Reduce -5.9% 5,589 $2.0M
Detalus Advisors, LLC 0.63% New 5,584 $2.0M
Trust Co of the South 0.42% No change 5,564 $2.0M
Colonial Trust Co / SC 0.31% Reduce -0.3% 5,562 $2.0M
Kingswood Wealth Advisors, LLC 0.18% Reduce -29.3% 5,528 $2.0M
Balentine LLC 0.08% New 5,535 $2.0M
Cannon Financial Strategists, Inc. 0.34% Reduce -15.8% 5,520 $2.0M
Secure Asset Management, LLC 0.40% Add +264.8% 5,494 $2.0M
Bearing Point Capital, LLC 0.42% No change 5,488 $2.0M
Signet Financial Management, LLC 0.27% Reduce -9.2% 5,474 $2.0M
Old Mission Investment Co LLC 0.59% Reduce -1.5% 5,462 $2.0M
Tarbox Family Office, Inc. 0.33% No change 5,449 $2.0M
PGIM Custom Harvest LLC 0.05% Add +27.3% 5,428 $2.0M
Lee Danner & Bass Inc. 0.16% Reduce -1.6% 5,424 $2.0M
Modern Wealth Management, LLC 0.06% Reduce -0.1% 5,419 $2.0M
JP Wealth Management, Inc. 1.57% No change 5,400 $1.9M
Salomon & Ludwin, LLC 0.21% Reduce -0.9% 5,389 $1.9M
Empirical Asset Management, LLC 0.66% Add +1.3% 5,366 $1.9M
HUB Investment Partners, LLC 0.08% No change 5,297 $1.9M
Silver Oak Securities, Incorporated 0.18% Reduce -55.8% 5,292 $1.9M
Assetmark, Inc. 0.01% Reduce -9.8% 5,273 $1.9M
Forte Capital LLC 0.23% No change 5,263 $1.9M
West Michigan Advisors, LLC 0.63% Reduce -6.3% 5,254 $1.9M
Regal Investment Advisors LLC 0.15% Reduce -23.9% 5,245 $1.9M
RiverFront Investment Group, LLC 0.04% Add +17.2% 5,210 $1.9M
Evergreen Capital Management LLC 0.06% Add +14.9% 5,199 $1.9M
Almanack Investment Partners, LLC. 0.37% Reduce -29.2% 5,189 $1.9M
Luts & Greenleigh Group, Inc. 1.86% Reduce -0.0% 5,188 $1.9M
Investment Advisory Group, LLC 0.62% Add +0.3% 5,156 $1.9M
Caldwell Trust Co 0.20% Add +2.3% 5,146 $1.9M
Archer Investment Corp 0.48% Reduce -8.0% 5,135 $1.9M
Great Waters Wealth Management 0.26% Reduce -17.9% 5,132 $1.9M
Sovran Advisors, LLC 0.24% Reduce -10.4% 5,405 $1.8M
Beacon Financial Advisory LLC 0.56% Add +10.4% 5,112 $1.8M
Providence Capital Advisors, LLC 0.38% Reduce -5.6% 5,108 $1.8M
Welch & Forbes LLC 0.02% Add +11.9% 5,090 $1.8M
Acropolis Investment Management, LLC 0.11% Reduce -1.2% 5,074 $1.8M
USAdvisors Wealth Management, LLC 0.64% Reduce -1.1% 5,057 $1.8M
International Assets Investment Management, LLC 0.16% Reduce -52.1% 5,050 $1.8M
Asset Dedication, LLC 0.15% No change 5,048 $1.8M
Salem Investment Counselors Inc. 0.06% Add +1.6% 5,037 $1.8M
IFG Advisors, LLC 0.35% Reduce -0.2% 5,022 $1.8M
Matrix Private Capital Group LLC 1.08% Reduce -0.6% 5,012 $1.8M
Financial Connections Group, Inc. 0.81% No change 4,974 $1.8M
Home Federal Bank of Tennessee 0.53% No change 4,960 $1.8M
Transamerica Financial Advisors, LLC 0.18% Add +15.3% 4,960 $1.8M
RPg Family Wealth Advisory, LLC 0.51% New 4,949 $1.8M
Curated Wealth Partners LLC 0.23% No change 4,927 $1.8M
Performance Wealth Partners, LLC 0.06% Reduce -0.0% 4,911 $1.8M
Thomasville National Bank 0.13% Reduce -0.8% 4,906 $1.8M
VeraBank, N.A. 0.49% Reduce -2.0% 4,853 $1.8M
Petix & Botte Co 0.46% Reduce -0.3% 4,852 $1.8M
Mma Asset Management LLC 0.73% No change 4,831 $1.7M
Berbice Capital Management LLC 1.50% Add +58.6% 4,829 $1.7M
Friday Financial 1.04% No change 4,753 $1.7M
Aft, Forsyth & Company, Inc. 0.94% Add +0.0% 4,813 $1.7M
Bartlett & Co. Wealth Management LLC 0.03% Add +101.5% 4,800 $1.7M
Westwood Holdings Group Inc. 0.01% Reduce -7.8% 4,793 $1.7M
Brown Financial Advisory 1.09% Add +29.3% 4,771 $1.7M
Glassman Wealth Services 0.29% Add +5.5% 4,740 $1.7M
RKL Wealth Management LLC 0.16% Reduce -9.0% 4,701 $1.7M
Elevation Point Wealth Partners, LLC 0.14% Reduce -9.8% 4,682 $1.7M
Bensler, LLC 0.21% Reduce -0.5% 4,674 $1.7M
Northeast Investment Management 0.08% Add +12.0% 4,666 $1.7M
Tranquility Partners, LLC 0.65% Add +2.9% 4,631 $1.7M
1834 Investment Advisors Co. 0.22% Reduce -16.0% 4,619 $1.7M
Fiduciary Alliance LLC 0.16% New 4,610 $1.7M
Emprise Bank 0.89% Reduce -9.7% 4,594 $1.7M
SkyView Investment Advisors, LLC 0.25% Reduce -6.6% 4,583 $1.7M
Twin Peaks Wealth Advisors, LLC 0.75% Add +501.3% 4,696 $1.7M
Wealthedge Investment Advisors, LLC 0.75% Reduce -7.2% 4,577 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -4.2% 4,575 $1.7M
WASHINGTON TRUST Co 0.06% No change 4,575 $1.7M
Nicolet Advisory Services, LLC 0.16% Add +22.2% 4,803 $1.7M
Tassel Capital Management, Inc. 1.44% Add +11.4% 4,563 $1.6M
Blue Bell Private Wealth Management, LLC 0.31% Reduce -0.1% 4,548 $1.6M
Roman Butler Fullerton & Co. 0.64% Reduce -42.7% 4,658 $1.6M
Verus Capital Partners, LLC 0.16% No change 4,524 $1.6M
Capital Group Private Client Services, Inc. 0.02% Reduce -0.5% 4,502 $1.6M
Intrust Bank NA 0.16% Reduce -0.1% 4,485 $1.6M
Brown, Lisle/Cummings, Inc. 0.47% No change 4,475 $1.6M
Broadview Financial Management, LLC 1.20% Reduce -0.5% 4,467 $1.6M
Beacon Financial Group 0.18% Reduce -14.0% 4,467 $1.6M
Advisors Capital Management, LLC 0.03% Reduce -22.0% 4,457 $1.6M
Washington Trust Advisors, Inc. 0.14% Add +4.3% 4,439 $1.6M
Cardiff Park Advisors, LLC 0.16% Reduce -1.3% 4,438 $1.6M
Rossmore Private Capital 0.20% Add +62.2% 4,435 $1.6M
Roehl & Yi Investment Advisors, LLC 0.87% Reduce -0.6% 4,419 $1.6M
BOK Financial Private Wealth, Inc. 0.12% No change 4,418 $1.6M
Grant Street Asset Management, Inc. 0.39% Add +0.1% 4,409 $1.6M
MWA Asset Management 1.10% Reduce -3.3% 4,407 $1.6M
Willow Creek Wealth Management Inc. 0.15% Reduce -1.6% 4,406 $1.6M
Cascade Financial Partners, LLC 0.20% No change 4,397 $1.6M
Castle Wealth Management LLC 0.62% No change 4,395 $1.6M
Keystone Wealth Services, LLC 0.43% Reduce -2.0% 4,393 $1.6M
TCV Trust & Wealth Management, Inc. 0.15% No change 4,379 $1.6M
Hancock Whitney Corp. 0.05% Reduce -6.9% 4,378 $1.6M
Sage Capital Management, LLC 0.86% Add +0.1% 4,371 $1.6M
Clarkston Capital Partners, LLC 0.03% Add +7.8% 4,364 $1.6M
Valley National Advisers Inc. 0.28% No change 4,349 $1.6M
HTG Investment Advisors, Inc. 0.65% Reduce -1.9% 4,343 $1.6M
Burns J W & Co. Inc. 0.20% Add +0.6% 4,323 $1.6M
Bedel Financial Consulting, Inc. 0.22% No change 4,197 $1.6M
Kanawha Capital Management LLC 0.12% Add +7.9% 4,264 $1.5M
Ironwood Financial, llc 0.33% Reduce -1.0% 4,253 $1.5M
Evermay Wealth Management LLC 0.20% Reduce -1.2% 4,220 $1.5M
Balyasny Asset Management L.P. 0.00% New 4,208 $1.5M
Venturi Wealth Management, LLC 0.08% Add +7.3% 4,200 $1.5M
Norris Financial Group, LLC 0.71% Reduce -25.5% 4,189 $1.5M
Engineers Gate Manager LP 0.03% Add +186.1% 4,189 $1.5M
MBL Wealth, LLC 0.15% Add +0.2% 4,171 $1.5M
Jupiter Wealth Management LLC 0.91% No change 3,735 $1.5M
Brio Consultants, LLC 0.24% Add +14.7% 4,148 $1.5M
S.A. Mason LLC 0.79% No change 4,144 $1.5M
RFP Financial Group LLC 0.60% No change 4,135 $1.5M
Renasant Bank 0.98% Reduce -1.8% 4,102 $1.5M
Orser Capital Management, LLC 1.09% Reduce -2.0% 4,094 $1.5M
Cambridge Financial Group, LLC 0.63% No change 4,088 $1.5M
Townsend Asset Management Corp. /NC/ 0.57% Reduce -7.3% 4,085 $1.5M
Raab & Moskowitz Asset Management LLC 0.37% Reduce -0.7% 4,076 $1.5M
Regimen Wealth, LLC 0.47% Add +0.1% 4,068 $1.5M
Jacobi Capital Management LLC 0.11% Reduce -8.4% 4,068 $1.5M
Rockwood Wealth Management, LLC 0.15% Reduce -9.2% 4,059 $1.5M
Financial Sense Advisors, Inc. 0.42% Add +7.2% 4,051 $1.5M
Gallacher Capital Management LLC 0.71% Reduce -0.7% 4,036 $1.5M
Ferguson Wellman Capital Management, Inc. 0.03% Add +2.6% 4,034 $1.5M
BSW Wealth Partners 0.22% Add +15.8% 4,019 $1.5M
Laurel Wealth Advisors LLC 0.23% Add +0.8% 4,015 $1.4M
Wealthspire Retirement, LLC 0.11% Reduce -0.3% 3,993 $1.4M
Franklin, Parlapiano, Turner & Welch, LLC 0.39% No change 3,983 $1.4M
Florida Trust Wealth Management Co 0.05% Reduce -0.5% 3,977 $1.4M
HMS Capital Management, LLC 0.79% No change 4,371 $1.4M
PFG Investments, LLC 0.09% Reduce -5.4% 3,944 $1.4M
Donaldson Capital Management, LLC 0.05% Reduce -18.2% 3,920 $1.4M
Allodium Investment Consultants, LLC 1.04% Reduce -2.0% 3,918 $1.4M
Independent Solutions Wealth Management, LLC 0.32% Reduce -6.1% 3,936 $1.4M
Arax Advisory Partners 0.09% Reduce -4.8% 3,887 $1.4M
First Hawaiian Bank 0.20% Reduce -29.1% 3,887 $1.4M
Delta Financial Group, Inc. 0.32% Add +0.3% 3,707 $1.4M
Alteri Wealth LLC 0.62% Reduce -4.4% 3,875 $1.4M
Symphony Financial Services, Inc. 0.91% Add +3.5% 3,875 $1.4M
Private Wealth Asset Management, LLC 0.20% — 3,859 $1.4M
Planning Alternatives Ltd. 0.21% No change 3,855 $1.4M
Brookmont Capital Management 0.78% Reduce -4.0% 3,845 $1.4M
Thoroughbred Financial Services, LLC 0.09% Add +7.7% 3,841 $1.4M
Partners in Financial Planning 0.28% No change 3,840 $1.4M
Strategies Wealth Advisors, LLC 0.17% Add +76.2% 3,838 $1.4M
Carret Asset Management, LLC 0.16% Reduce -8.2% 3,832 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.52% Reduce -9.5% 3,831 $1.4M
Morton Capital Management LLC 0.27% No change 3,830 $1.4M
Ewa, LLC 0.51% Reduce -0.1% 3,817 $1.4M
Nova R Wealth, Inc. 0.68% Reduce -0.2% 3,810 $1.4M
Sheets Smith Wealth Management 0.17% No change 3,803 $1.4M
BlueChip Wealth Advisors LLC 0.67% No change 3,800 $1.4M
Good Life Advisors, LLC 0.10% Add +6.5% 3,799 $1.4M
Pin Oak Investment Advisors Inc. 1.05% No change 4,166 $1.4M
Cordgrass Capital Advisors, LLC 0.39% No change 3,770 $1.4M
Edgemoor Investment Advisors, Inc. 0.13% Reduce -7.6% 3,762 $1.4M
Colony Family Offices, LLC 0.42% No change 3,745 $1.4M
Integrity Alliance, Llc. 0.05% Add +324.1% 3,728 $1.3M
CFS Investment Advisory Services, LLC 0.12% Add +41.9% 3,727 $1.3M
American Financial & Tax Strategies Inc. 0.72% Reduce -0.1% 3,703 $1.3M
American Investment Services, Inc. 0.23% Reduce -2.5% 3,698 $1.3M
Forum Private Client Group LLC 0.58% Reduce -4.7% 3,679 $1.3M
Greenwood Gearhart LLC 0.09% Reduce -2.6% 3,669 $1.3M
Pursue Wealth Partners LLC 0.81% Add +1.2% 3,668 $1.3M
PrairieView Partners, LLC 0.14% Reduce -2.6% 3,667 $1.3M
Essex Bank 0.33% No change 3,662 $1.3M
Asset Management Group, Inc. 0.24% Reduce -2.5% 3,648 $1.3M
Intelligence Driven Advisers, LLC 0.25% Add +261.4% 3,636 $1.3M
Encompass Wealth Advisors, LLC 0.53% Reduce -0.7% 3,633 $1.3M
Fortis Capital Advisors, LLC 0.26% Add +39.6% 3,607 $1.3M
Archford Capital Strategies, LLC 0.19% No change 3,600 $1.3M
Boyum Wealth Architects LLC 1.26% — 3,595 $1.3M
Selective Wealth Management, Inc. 0.56% Reduce -21.3% 3,702 $1.3M
BHK Investment Advisors, LLC 0.55% Reduce -7.0% 3,586 $1.3M
NWK Group, Inc. 0.59% Add +26.4% 3,578 $1.3M
Jaffetilchin Investment Partners, LLC 0.09% Add +17.9% 3,575 $1.3M
GAMCO Investors 0.01% No change 3,570 $1.3M
Adero Partners, LLC 0.08% Add +21.6% 3,568 $1.3M
Obermeyer Wealth Partners 0.07% Add +27.1% 3,565 $1.3M
Personal Cfo Solutions, LLC 0.26% New 3,554 $1.3M
FWL Investment Management, LLC 0.48% Reduce -6.0% 3,550 $1.3M
Ballast Advisors LLC 0.41% Add +4.6% 3,543 $1.3M
Harvest Investment Services, LLC 0.36% Reduce -6.3% 3,543 $1.3M
Pallas Capital Advisors LLC 0.05% No change 3,523 $1.3M
Baker Tilly Wealth Management, LLC 0.50% Add +79.1% 3,513 $1.3M
Davidson Trust Co. 0.60% Add +255.6% 3,506 $1.3M
Asset Allocation Strategies LLC 0.31% Reduce -18.6% 3,488 $1.3M
Financial Advocates Investment Management 0.09% Reduce -58.6% 3,470 $1.3M
Parisi Gray Wealth Management 0.41% Add +3.6% 3,460 $1.2M
Quadrant Capital Group LLC 0.05% Reduce -1.6% 3,455 $1.2M
17 Capital Partners, LLC 0.80% Add +8.6% 3,453 $1.2M
Trivium Point Advisory, LLC 0.15% Add +0.1% 3,450 $1.2M
Golden Road Advisors LLC 0.97% Reduce -1.6% 3,443 $1.2M
Forefront Wealth Partners, LLC 0.84% Reduce -35.0% 3,430 $1.2M
Advisory Resource Group 0.25% Reduce -78.4% 3,428 $1.2M
Riverpoint Wealth Management Holdings, LLC 0.32% Add +0.1% 3,427 $1.2M
Heritage Financial Services, LLC 0.12% Reduce -2.6% 3,424 $1.2M
Lyell Wealth Management, LP 0.12% No change 3,415 $1.2M
WealthPLAN Partners, LLC 0.17% Add +0.6% 3,408 $1.2M
Schnieders Capital Management LLC 0.26% Reduce -3.6% 3,404 $1.2M
Coastal Bridge Advisors, LLC 0.18% Add +72.2% 3,401 $1.2M
Walkner Condon Financial Advisors LLC 0.25% Add +13.9% 3,400 $1.2M
Riverview Capital Advisers, LLC 0.38% Add +1.2% 3,386 $1.2M
Realta Investment Advisors 0.55% Add +25.2% 3,365 $1.2M
Aspen Grove Capital, LLC 0.23% Add +13.5% 3,358 $1.2M
United Bank 0.15% Add +22.3% 3,349 $1.2M
Financial Management Network Inc. 0.27% Reduce -4.0% 3,686 $1.2M
Founders Financial Securities LLC 0.10% Add +7.2% 3,295 $1.2M
Proactive Wealth Strategies LLC 0.64% Add +0.1% 3,319 $1.2M
Chapin Davis, Inc. 0.41% Reduce -9.8% 3,313 $1.2M
Bulltick Wealth Management, LLC 0.32% New 3,311 $1.2M
Titleist Asset Management, LLC 0.14% Add +62.8% 3,310 $1.2M
Watershed Private Wealth LLC 0.48% Reduce -0.5% 3,300 $1.2M
Alamar Capital Management, LLC 0.71% Reduce -10.8% 3,296 $1.2M
SP Asset Management LLC 0.10% No change 3,293 $1.2M
Summit X, LLC 0.25% Reduce -3.8% 3,290 $1.2M
Sharp Wealth Advisory, LLC 0.91% Add +4.0% 3,289 $1.2M
Bluespring Wealth Management, LLC 0.12% No change 3,286 $1.2M
Wealthstar Advisors, LLC 0.54% Reduce -8.0% 3,282 $1.2M
Financial Perspectives, Inc 0.40% Add +0.5% 3,261 $1.2M
Activest Wealth Management 0.32% Reduce -3.4% 3,253 $1.2M
Benjamin Edwards Inc. 0.02% Add +0.1% 3,253 $1.2M
Stegner Investment Associates Inc. 0.82% Reduce -0.4% 3,250 $1.2M
Manhattan West Asset Management, LLC 0.30% Add +5.4% 3,227 $1.2M
Berkeley Capital Partners, LLC 0.32% Add +0.1% 3,226 $1.2M
Woodmont Investment Counsel LLC 0.08% Add +9.4% 3,225 $1.2M
Orgel Wealth Management, LLC 0.03% Add +25.0% 3,221 $1.2M
Capital Analysts, LLC 0.04% Add +36.2% 3,219 $1.2M
Aspen Wealth Management LLC 0.33% Add +0.1% 3,210 $1.2M
Bailard, Inc. 0.03% Add +26.7% 3,199 $1.2M
GW Henssler & Associates Ltd. 0.07% Add +48.7% 3,189 $1.2M
Kera Capital Partners, Inc. 0.34% No change 3,187 $1.2M
Destination Wealth Management 0.04% Add +3.0% 3,184 $1.1M
Bank of New Hampshire 0.30% No change 3,180 $1.1M
Pacific Financial Group Inc. 0.92% Add +0.0% 3,172 $1.1M
Columbia Bank 0.39% Add +27.9% 3,154 $1.1M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -1.4% 3,150 $1.1M
Falcon Wealth Planning 0.13% Add +36.3% 3,149 $1.1M
M. Kulyk & Associates, LLC 0.26% Reduce -11.4% 3,144 $1.1M
Farmers National Bank 0.32% Add +6.3% 3,142 $1.1M
SageView Advisory Group, LLC 0.05% Reduce -1.1% 3,141 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -4.8% 3,144 $1.1M
Appleton Partners Inc. 0.09% Reduce -0.4% 3,138 $1.1M
Seneca Financial Advisors LLC 0.55% Add +0.1% 3,136 $1.1M
Tritonpoint Wealth, LLC 0.11% Reduce -5.4% 3,135 $1.1M
Financial Partners Group, Inc 0.17% Add +2.1% 3,129 $1.1M
Westmount Partners, LLC 0.34% Reduce -10.2% 3,129 $1.1M
Diversified Enterprises, LLC 0.10% Add +2.1% 3,126 $1.1M
Verus Wealth Management, LLC 1.24% No change 3,122 $1.1M
HHM Wealth Advisors, LLC 0.15% No change 3,105 $1.1M
Rockbridge Investment Management, LCC 0.13% No change 3,083 $1.1M
Park Edge Advisors, LLC 0.31% Reduce -55.5% 3,073 $1.1M
Strategic Financial Services, Inc. 0.06% Reduce -10.6% 3,070 $1.1M
Zhang Financial LLC 0.06% Add +7.8% 3,054 $1.1M
Code Waechter LLC 0.90% No change 3,040 $1.1M
Carnegie Investment Counsel 0.03% Add +18.4% 3,297 $1.1M
CBIZ Investment Advisory Services, LLC 0.05% Reduce -2.4% 3,029 $1.1M
Silicon Valley Capital Partners 0.14% Add +0.1% 3,026 $1.1M
Stanich Group LLC 0.81% No change 3,017 $1.1M
LS Investment Advisors, LLC 0.17% No change 3,016 $1.1M
WestHill Financial Advisors, Inc. 0.25% Reduce -1.0% 3,013 $1.1M
Drive Wealth Management, LLC 0.25% Reduce -0.3% 3,002 $1.1M
HFG Advisors, Inc. 0.93% No change 3,001 $1.1M
Greatmark Investment Partners, Inc. 0.15% No change 2,988 $1.1M
Atala Financial Inc 0.79% Reduce -6.7% 2,987 $1.1M
Ballew Advisors, Inc 0.72% Reduce -0.3% 3,077 $1.1M
AAF Wealth Management, LLC 0.58% Reduce -2.6% 2,968 $1.1M
Opus Capital Group, LLC 0.14% Reduce -0.8% 2,957 $1.1M
Fairvoy Private Wealth, LLC 0.29% Reduce -6.7% 2,943 $1.1M
Heartwood Wealth Advisors LLC 0.12% Reduce -3.5% 2,943 $1.1M
First Commonwealth Financial Corp 0.25% No change 2,937 $1.1M
Smith Salley Wealth Management 0.07% Reduce -9.9% 2,932 $1.1M
Tortoise Investment Management, LLC 0.11% No change 2,928 $1.1M
Maxele Advisors, LLC 1.02% Reduce -2.3% 2,917 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Add +1.7% 2,915 $1.1M
Goldstein Advisors, LLC 0.15% Add +5.9% 2,900 $1.0M
Geneva Partners, LLC 0.54% Reduce -0.4% 2,898 $1.0M
Anderson Hoagland & Co. 0.12% No change 3,255 $1.0M
Waterfront Wealth Inc. 0.25% No change 2,878 $1.0M
Sand Hill Global Advisors, LLC 0.04% Reduce -16.0% 2,878 $1.0M
Addison Advisors LLC 0.28% No change 2,876 $1.0M
HBW Advisory Services LLC 0.15% Reduce -6.1% 2,875 $1.0M
Interchange Capital Partners, LLC 0.29% Reduce -1.1% 2,862 $1.0M
Argus Investors' Counsel, Inc. 0.79% Reduce -8.5% 2,860 $1.0M
Hurley Capital, LLC 0.78% Reduce -21.9% 2,853 $1.0M
Galvin, Gaustad & Stein, LLC 0.09% Add +1.7% 2,847 $1.0M
David Wealth Management LLC 0.86% No change 2,839 $1.0M
Arlington Financial Advisors, LLC 0.18% Add +138.1% 2,833 $1.0M
Rollins Financial Advisors, LLC 0.18% Reduce -0.9% 2,830 $1.0M
Hemington Wealth Management 0.16% Reduce -4.7% 2,828 $1.0M
Parkshore Wealth Management, Inc. 0.59% Add +0.0% 2,824 $1.0M
MassMutual Private Wealth & Trust, FSB 0.03% Add +53.4% 2,817 $1.0M
TAGStone Capital, Inc. 0.50% Add +5.8% 2,810 $1.0M
Baker Boyer National Bank 0.37% No change 2,810 $1.0M
Arista Wealth Management, LLC 0.25% No change 2,808 $1.0M
Per Stirling Capital Management, LLC. 0.15% Reduce -3.4% 2,794 $1.0M
Chicago Capital, LLC 0.03% Add +0.9% 2,791 $1.0M
Capital City Trust Co. 0.28% Reduce -11.4% 2,791 $1.0M
First City Capital Management, Inc. 0.60% Reduce -5.1% 2,779 $1.0M
RPG Investment Advisory, LLC 0.07% Add +92.7% 2,778 $1.0M
Orrstown Financial Services Inc. 0.24% Reduce -0.1% 2,776 $1.0M
TFR Capital, LLC. 0.42% Reduce -12.2% 2,771 $1.0M
Klingman & Associates, LLC 0.06% Add +27.8% 2,770 $1.0M
Golden State Wealth Management, LLC 0.15% Add +311.2% 2,743 $991K
St. Clair Advisors, LLC 0.28% Reduce -14.2% 2,741 $990K
First Bank & Trust 0.19% Reduce -1.4% 2,738 $989K
Sprinkle Financial Consultants LLC 0.63% Add +0.1% 2,731 $986K
Latitude Advisors, LLC 0.57% Reduce -61.4% 2,728 $985K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +5.7% 2,710 $979K
Cozad Asset Management Inc. 0.10% No change 2,710 $978K
Flagship Private Wealth, LLC 0.47% Add +11.2% 2,705 $977K
Insight Advisors, LLC/ PA 0.17% Add +0.0% 2,703 $976K
Barnes Pettey Financial Advisors, LLC 0.76% No change 2,695 $973K
Ellevest, Inc. 0.06% Add +15.9% 2,689 $971K
Sunbelt Securities, Inc. 0.09% Add +18.0% 2,683 $969K
Smithfield Trust Co 0.05% No change 2,663 $962K
Capital Advantage, Inc. 0.18% No change 2,395 $962K
Stratos Investment Management, LLC 0.05% Add +21.3% 2,653 $958K
Millennium Management 0.00% Reduce -87.2% 2,639 $953K
Spinnaker Trust 0.06% Reduce -0.5% 2,636 $952K
Gotham Asset Management 0.01% Add +11.8% 2,636 $952K
CoreCap Advisors, LLC 0.04% Reduce -62.6% 2,633 $951K
Coastline Trust Co 0.12% Reduce -0.8% 2,633 $951K
Petredis Investment Advisors LLC 0.10% No change 2,623 $947K
Naviter Wealth, LLC 0.11% No change 2,618 $944K
Ackerman Capital Advisors, LLC 0.25% No change 2,610 $942K
Farmers & Merchants Investments Inc. 0.03% Reduce -13.1% 2,609 $942K
Thrive Wealth Management, LLC 0.18% Reduce -48.2% 2,609 $942K
Fortis Group Advisors, LLC 0.18% No change 2,577 $931K
Ritholtz Wealth Management 0.03% Reduce -13.5% 2,573 $929K
Everett Harris & Co. 0.01% No change 2,573 $929K
LRI Investments, LLC 0.09% Add +114.4% 2,571 $929K
Tennessee Valley Asset Management Partners 0.15% Add +0.5% 2,570 $928K
Theory Financial LLC 0.39% No change 2,567 $927K
Estate Counselors, LLC 0.10% Reduce -14.2% 2,561 $925K
Resonant Capital Advisors, LLC 0.06% Add +0.2% 2,558 $924K
Geneos Wealth Management Inc. 0.03% Reduce -1.2% 2,544 $919K
Peak Planning Group, LLC 0.39% Reduce -0.6% 2,541 $918K
Strategic Blueprint, LLC 0.05% Add +5.6% 2,537 $916K
Kelman-Lazarov, Inc. 0.17% Add +309.1% 2,532 $914K
Wedmont Private Capital 0.05% Reduce -0.9% 2,605 $912K
Power Wealth Management LLC 0.37% No change 2,520 $910K
Pandora Wealth, Inc. 0.60% — 2,515 $908K
Siligmueller & Norvid Wealth Advisors LLC 0.38% No change 2,510 $906K
Edgestream Partners, L.P. 0.03% Add +101.8% 2,504 $904K
Topsail Wealth Management, LLC 0.18% Add +639.9% 2,486 $898K
Ascentis Independent Advisors 0.18% Reduce -23.2% 2,485 $897K
MA Private Wealth 0.17% No change 2,485 $897K
Mattern Capital Management, LLC 0.11% Reduce -38.8% 2,485 $897K
Bank of Hawaii 0.05% No change 2,476 $894K
TFC Financial Management, Inc. 0.14% Reduce -4.0% 2,475 $894K
Union Savings Bank 0.44% No change 2,472 $893K
Kingstone Capital Partners Texas, LLC 0.72% Reduce -0.1% 2,471 $892K
Signature Wealth Management Partners, LLC 0.58% Reduce -4.6% 2,464 $890K
GPS Wealth Strategies Group, LLC 0.12% Add +3.0% 2,452 $885K
Aventura Private Wealth, LLC 0.46% No change 2,444 $883K
Madison Asset Management, LLC 0.01% No change 2,440 $881K
Axis Wealth Partners, LLC 0.64% Add +0.1% 2,416 $872K
Family Manage LLC 0.14% No change 2,415 $872K
Prosperity Wealth Management, Inc. 0.41% No change 2,412 $871K
Fortitude Financial, LLC 0.83% Add +8.3% 2,404 $868K
Sincerus Advisory, LLC 0.91% Reduce -0.1% 2,401 $867K
Vontobel Holding Ltd. 0.00% No change 2,400 $867K
WNY Asset Management, LLC 0.10% Reduce -0.5% 2,393 $864K
Tull Financial Group, Inc. 0.50% No change 2,393 $864K
Chilton Investment Co. Inc. 0.02% Reduce -13.3% 2,392 $864K
Castleview Partners, LLC 0.58% Reduce -0.5% 2,381 $860K
Presilium Private Wealth, LLC 0.19% No change 2,380 $859K
Magnolia Private Wealth, LLC 0.72% No change 2,373 $857K
Single Point Partners, LLC 0.20% Add +22.5% 2,372 $856K
First Merchants Corp. 0.03% Reduce -6.3% 2,370 $856K
SFG Wealth Management, LLC. 0.42% Reduce -1.0% 2,360 $852K
Roberts Financial Services LLC 0.17% Reduce -20.4% 2,355 $850K
Beacon Capital Management, LLC 0.11% Add +0.1% 2,349 $848K
Compton Wealth Advisory Group, LLC 0.24% Reduce -2.9% 2,347 $847K
PBMares Wealth Management LLC 0.17% No change 2,342 $846K
Wealth Architects, LLC 0.09% Reduce -5.6% 2,329 $841K
TruNorth Capital Management, LLC 0.21% Add +566.8% 2,327 $840K
First Financial Corp. 0.41% Reduce -5.7% 2,324 $839K
Eight 31 Financial, LLC 0.54% No change 2,308 $833K
Verus Financial Partners, Inc. 0.09% No change 2,362 $832K
Prosperity Planning, Inc. 0.37% No change 2,301 $831K
Victory Financial Group, LLC 0.16% Reduce -3.3% 2,300 $830K
LM Advisors LLC 0.15% Add +25.3% 2,294 $828K
Reston Wealth Management LLC 0.33% Add +0.1% 2,291 $827K
Mosaic Financial Group, LLC 0.67% Add +0.1% 2,286 $825K
Hamilton Point Investment Advisors, LLC 0.15% No change 2,278 $823K
Apollon Financial, LLC 0.19% Add +25.5% 2,264 $818K
Evensky & Katz LLC 0.05% Reduce -19.1% 2,260 $816K
Ledyard National Bank 0.08% Reduce -2.0% 2,256 $815K
West Paces Advisors Inc. 0.19% Add +8.8% 2,254 $814K
Full Sail Capital, LLC 0.05% Reduce -0.3% 2,253 $814K
CWA Asset Management Group, LLC 0.04% Reduce -7.4% 2,250 $813K
Elevatus Welath Management 0.46% No change 2,249 $812K
Integrity Wealth Solutions LLC 0.44% Add +0.1% 2,244 $810K
Norden Group LLC 0.09% Add +27.7% 2,244 $810K
Kaydan Wealth Management, Inc. 0.26% Add +9.8% 2,232 $806K
Oak Wealth Advisors LLC 0.59% Reduce -0.9% 2,224 $803K
Capital Wealth Alliance, LLC 0.48% Reduce -45.7% 2,223 $803K
Kavar Capital Partners Group, LLC 0.13% No change 2,219 $801K
Lee Financial Co 0.12% No change 2,219 $801K
Money Concepts Capital Corp. 0.06% Reduce -74.1% 2,218 $801K
Insigneo Advisory Services, LLC 0.08% Reduce -1.5% 2,218 $801K
Sightline Wealth Advisors, LLC 0.42% Reduce -0.5% 2,216 $800K
Mascagni Wealth Management, Inc. 0.80% No change 2,213 $799K
Larson Financial Group LLC 0.04% Reduce -2.7% 2,210 $798K
Weaver Consulting Group 0.24% No change 2,207 $797K
Gateway Wealth Partners, LLC 0.18% Reduce -23.6% 2,205 $796K
Private Wealth Advisors, LLC 0.33% No change 2,202 $795K
Anson Capital, Inc. 0.68% No change 2,200 $794K
Nicholas Hoffman & Company, LLC. 0.03% Add +22.3% 2,198 $794K
Bordeaux Wealth Advisors LLC 0.15% No change 2,197 $793K
Schechter Investment Advisors, LLC 0.07% Add +8.3% 2,194 $792K
Kendall Capital Management 0.23% Reduce -13.3% 2,190 $791K
YANKCOM Partnership 0.43% Reduce -0.1% 2,187 $790K
Parker Financial LLC 0.38% Reduce -16.6% 2,185 $789K
GEM Asset Management, LLC 0.44% No change 2,167 $788K
Harfst & Associates, Inc. 0.18% No change 2,181 $788K
PUREfi Wealth, LLC 0.79% Add +120.3% 2,181 $788K
Greenland Capital Management LP 0.14% New 2,181 $788K
Leonard Rickey Investment Advisors P.L.L.C. 0.17% Reduce -1.5% 2,230 $785K
Atwood & Palmer Inc. 0.05% Reduce -14.7% 2,175 $785K
Capital Advisors Inc. 0.02% No change 2,174 $785K
Russell Investments Group, Ltd. 0.00% Add +25.9% 2,173 $785K
Stockman Wealth Management, Inc. 0.12% Reduce -6.5% 2,171 $784K
KilterHowling LLC 0.51% Add +0.1% 2,085 $783K
Burling Wealth Partners, LLC 0.16% Add +31.2% 2,164 $781K
Burney Co./ 0.03% No change 2,154 $778K
Debussy Capital Management LP 0.12% No change 2,147 $775K
Members Wealth LLC 0.58% Reduce -8.6% 2,144 $774K
J. W. Coons Advisors, LLC 0.20% Reduce -6.5% 2,142 $774K
Parsons Capital Management Inc. 0.04% Reduce -0.1% 2,131 $769K
Operose Advisors LLC 0.25% Add +0.1% 2,131 $769K
Main Management LLC 0.07% No change 2,126 $768K
Arbor Capital Management Inc. 0.74% Add +6.9% 2,107 $767K
Keebeck Wealth Management 0.11% Add +31.1% 2,117 $764K
Citizens & Northern Corp. 0.22% Reduce -12.7% 2,116 $764K
Towne Trust Company, N.A 0.27% Add +31.8% 2,112 $763K
Gitterman Wealth Management, LLC 0.20% Add +21.9% 2,111 $762K
Capital Investment Advisory Services, LLC 0.07% Reduce -15.1% 2,094 $756K
Principle Wealth Partners LLC 0.05% No change 2,094 $756K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -20.2% 2,085 $753K
SpringVest Wealth Management LLC 0.62% Add +3.9% 2,070 $747K
Marino, Stram & Associates LLC 0.17% No change 2,066 $746K
Sovereign Financial Group, Inc. 0.17% Reduce -3.4% 2,066 $746K
Northwest Financial Advisors 0.62% Reduce -2.2% 2,061 $744K
High Falls Advisors, Inc 0.17% Add +46.6% 2,050 $740K
Demars Financial Group, LLC 0.31% Reduce -1.5% 2,047 $739K
Enterprise Bank & Trust Co 0.29% Reduce -4.5% 2,047 $739K
Forthright Family Wealth Advisory LLC 0.49% No change 2,046 $739K
LBMC Investment Advisors, LLC 0.06% Reduce -0.6% 2,038 $736K
Insight Wealth Strategies, LLC 0.10% Add +0.1% 2,038 $736K
Pps&v Asset Management Consultants, Inc. 0.53% No change 2,036 $735K
Heritage Investors Management Corp. 0.03% Reduce -22.5% 2,036 $735K
Hubbell Strickland Wealth Management, LLC 0.35% Add +0.1% 2,035 $735K
Mayflower Financial Advisors, LLC 0.11% Add +0.6% 2,032 $734K
Hazlett, Burt & Watson, Inc. 0.33% Reduce -26.6% 2,034 $732K
Ring Mountain Capital, LLC 0.55% Reduce -1.2% 2,017 $728K
William Howard & Co Financial Advisors Inc 0.68% Add +0.1% 2,016 $728K
Presidio Capital Management, LLC 0.30% Add +14.9% 2,016 $728K
Lodestar Private Asset Management LLC 0.09% Add +0.1% 2,016 $728K
TRUE Private Wealth Advisors 0.09% No change 2,015 $728K
JTC Employer Solutions Trustee Ltd 0.06% No change 2,016 $727K
Pennington Partners & Co., LLC 0.42% Add +7.7% 2,013 $727K
Navis Wealth Advisors, LLC 0.71% Reduce -17.1% 2,000 $722K
Sage Rhino Capital LLC 0.17% No change 2,000 $722K
McIlrath & Eck, LLC 0.09% Reduce -1.0% 1,992 $719K
Cassia Capital Partners, LLC 0.45% No change 1,980 $715K
YHB Investment Advisors, Inc. 0.06% Reduce -3.6% 1,980 $715K
Muirfield Wealth Advisors LLC 0.61% Add +0.1% 1,979 $715K
BIP Wealth, LLC 0.05% Reduce -3.2% 1,979 $715K
Valley Wealth Managers, Inc. 0.05% Reduce -12.7% 1,979 $715K
Anchor Investment Management, LLC 0.07% No change 1,977 $714K
Callan Capital, LLC 0.05% Add +217.2% 1,973 $712K
MMBG Investment Advisors Co. 0.08% No change 1,969 $711K
Advisory Alpha, LLC 0.02% Add +0.1% 1,967 $710K
EnRich Financial Partners LLC 0.24% Reduce -0.1% 1,965 $710K
Von Berge Wealth Management Group, LLC 0.46% Add +2.1% 1,971 $708K
Beese Fulmer Investment Management, Inc. 0.06% No change 1,956 $706K
Gray Private Wealth, LLC 0.42% No change 1,948 $703K
UNIVEST FINANCIAL Corp 0.05% Add +0.1% 1,948 $703K
Strategic Financial Concepts, LLC 0.13% Add +0.3% 1,945 $702K
Northwest Capital Management Inc 0.29% No change 1,940 $701K
Allred Capital Management, LLC 0.28% Reduce -2.5% 1,932 $698K
Nabity-Jensen Investment Management Inc 0.55% No change 1,931 $697K
Little House Capital LLC 0.19% Reduce -13.4% 1,930 $697K
Gibson Capital, LLC 0.15% No change 1,930 $697K
Wealthgarden F.S. LLC 0.67% Reduce -1.2% 1,926 $696K
Lam Group, Inc. 0.51% No change 1,925 $695K
Rosenblum Silverman Sutton S F Inc. 0.19% Add +0.1% 1,924 $695K
King Wealth Management Group 0.11% Add +6.3% 1,922 $694K
Weatherly Asset Management L. P. 0.06% No change 1,915 $691K
Patten & Patten Inc. 0.05% No change 1,911 $690K
Bremer Bank National Association 0.12% No change 1,909 $689K
Traphagen Investment Advisors LLC 0.07% Reduce -3.6% 1,907 $689K
Bragg Financial Advisors, Inc 0.03% Add +43.9% 1,904 $688K
Pension & Wealth Management Advisors, Inc. 0.26% No change 1,899 $686K
Telos Capital Management, Inc. 0.07% Add +2.4% 1,899 $686K
Camden National Bank 0.10% Reduce -15.9% 1,895 $684K
Pacific Point Advisors, LLC 0.38% Add +34.5% 1,893 $684K
Magnolia Capital Advisors LLC 0.19% Add +2.3% 1,890 $682K
Alpha Cubed Investments, LLC 0.03% Add +2.2% 1,888 $682K
Capital Management Associates, Inc 0.15% Add +100.0% 1,888 $682K
TCI Wealth Advisors, Inc. 0.05% Add +10.5% 1,888 $682K
Jacobsen Capital Management 0.30% No change 1,886 $681K
Howard Wealth Management, LLC 0.38% Reduce -0.9% 1,879 $679K
Providence First Trust Co 0.27% Add +0.1% 1,876 $677K
Steph & Co. 0.24% No change 1,870 $675K
Hanover Advisors Inc. 0.29% No change 1,869 $675K
Sachem Hill LLC 0.13% No change 1,869 $675K
CFO4Life Group, LLC 0.11% Reduce -9.1% 1,860 $672K
Curran Financial Partners, LLC 0.16% Add +0.7% 1,858 $671K
Monterey Private Wealth, Inc. 0.20% Reduce -1.0% 1,858 $671K
Csenge Advisory Group 0.04% Reduce -37.4% 1,962 $670K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 1,856 $670K
Brogan Financial, Inc. 0.33% Add +0.1% 1,855 $670K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -15.1% 1,848 $667K
North Berkeley Wealth Management, LLC 0.69% Add +27.4% 1,847 $667K
Persium Advisors, LLC 0.63% No change 1,846 $667K
Henrickson Nauta Wealth Advisors, Inc. 0.27% No change 1,935 $665K
Oxler Private Wealth LLC 0.23% Add +0.1% 1,841 $665K
Global Assets Advisory, LLC 0.13% Add +200.0% 1,911 $664K
Blue Chip Partners, LLC 0.06% Reduce -0.5% 1,837 $663K
Greenhouse Wealth Management, LLC 0.50% Add +0.1% 1,835 $663K
Creative Financial Designs Inc. 0.05% Add +1.6% 1,831 $661K
Acima Private Wealth, LLC 0.24% No change 1,829 $660K
Benedict Financial Advisors Inc. 0.15% Reduce -9.8% 1,824 $659K
S.E.E.D. Planning Group LLC 0.22% Reduce -1.7% 1,822 $658K
Sunpointe, LLC 0.35% Reduce -1.4% 1,817 $656K
Allium Financial Advisors, LLC 0.60% — 1,816 $656K
Signature Estate & Investment Advisors LLC 0.02% Add +0.1% 1,815 $655K
Stonehearth Capital Management, LLC 0.27% Reduce -7.7% 1,812 $654K
Beaird Harris Wealth Management, LLC 0.06% Reduce -4.1% 1,811 $654K
Texas Yale Capital Corp. 0.03% No change 1,808 $653K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.2% 1,805 $652K
Taylor & Morgan Wealth Management, LLC 0.49% No change 1,804 $651K
Cypress Financial Planning LLC 0.23% Reduce -3.5% 1,798 $649K
Stanley-Laman Group, Ltd. 0.10% No change 1,797 $649K
Baring Financial LLC 0.54% Reduce -8.7% 1,796 $648K
Parr McKnight Wealth Management Group, LLC 0.09% No change 1,794 $648K
Well Done, LLC 0.12% No change 1,612 $647K
Warner Financial, Inc. 0.29% Reduce -0.3% 1,790 $647K
Lionshead Wealth Management, LLC 0.67% Reduce -47.0% 1,790 $647K
Bridgewater Advisors Inc. 0.06% New 1,763 $647K
Blue Barn Wealth, LLC 0.34% No change 1,790 $646K
ORG Partners LLC 0.16% Add +45.3% 1,781 $646K
Collective Family Office LLC 0.17% No change 1,780 $643K
First Manhattan Co. Llc. 0.00% Reduce -25.6% 1,773 $640K
Bell Bank 0.03% No change 1,766 $638K
Mason Investment Advisory Services, Inc. 0.04% Reduce -0.9% 1,765 $637K
Bristlecone Advisors, LLC 0.05% Reduce -13.1% 1,764 $637K
Builder Investment Group Inc. 0.18% No change 1,755 $634K
Alpine Bank Wealth Management 0.10% — 1,755 $634K
Family Investment Center, Inc. 0.15% Reduce -0.5% 1,753 $633K
waypoint wealth counsel 0.40% Reduce -5.9% 1,751 $632K
Barnett & Company, Inc. 0.53% Reduce -4.1% 1,747 $631K
Mairs & Power Inc. 0.01% No change 1,746 $630K
Ariadne Wealth Management, LP 0.33% Reduce -7.3% 1,674 $627K
Burton Enright Welch 0.13% No change 1,733 $626K
Francis Financial, Inc. 0.15% No change 1,731 $625K
Trexquant Investment LP 0.01% Add +64.4% 1,731 $625K
Lauterbach Financial Advisors, LLC 0.39% No change 1,728 $624K
Goldstone Financial Group, LLC 0.09% Reduce -32.5% 1,720 $621K
Novus Advisors, LLC 0.63% Reduce -2.4% 1,720 $621K
Tyche Wealth Partners LLC 0.13% Reduce -1.5% 1,717 $620K
Cable Hill Partners, LLC 0.06% Reduce -7.7% 1,679 $616K
Financial Insights, Inc. 0.24% Reduce -48.0% 1,703 $615K
Milestone Asset Management Group, LLC 0.56% Add +0.1% 1,703 $615K
O'ROURKE & COMPANY, Inc 0.30% Reduce -1.3% 1,700 $614K
Aries Wealth Management 0.17% Reduce -4.0% 1,699 $613K
Cornell Pochily Investment Advisors, Inc. 0.22% No change 1,695 $612K
Signal Advisors Wealth, LLC 0.06% Add +87.2% 1,694 $612K
Vantage Financial Partners, LLC 0.15% Reduce -0.7% 1,691 $611K
Commonwealth Retirement Investments LLC 0.25% No change 1,674 $604K
Probity Advisors, Inc. 0.12% Add +3.3% 1,671 $603K
Matthew Goff Investment Advisor, LLC 0.11% No change 1,662 $600K
Montis Financial, LLC 0.18% Add +65.0% 1,658 $599K
Facet Wealth, Inc. 0.02% Add +71.3% 1,579 $592K
Left Brain Wealth Management, LLC 0.26% Reduce -6.8% 1,635 $590K
Poehling Capital Management, INC. 0.15% No change 1,632 $589K
Fiera Capital Corp 0.00% Reduce -34.5% 1,628 $588K
St Germain D J Co. Inc. 0.03% Reduce -14.3% 1,625 $587K
Sandy Cove Advisors, LLC 0.24% Add +2.7% 1,623 $586K
Farmers & Merchants Trust Co of Chambersburg PA 0.21% Reduce -23.0% 1,621 $585K
Jentner Corp 0.18% Reduce -2.4% 1,620 $585K
Clarity Wealth Advisors, LLC 0.16% Reduce -4.4% 1,616 $584K
Kirtland Hills Capital Management, LLC 0.36% Reduce -2.3% 1,707 $583K
S&co Inc. 0.04% Reduce -0.6% 1,617 $583K
Pinion Investment Advisors, LLC 0.13% Reduce -0.7% 1,613 $582K
GoalVest Advisory LLC 0.16% Reduce -0.7% 1,613 $582K
JB Capital LLC 0.03% Add +7.6% 1,611 $582K
Hudson Capital Management LLC 0.18% Reduce -36.2% 1,605 $580K
Dempze Nancy E 0.35% No change 1,600 $578K
Mfa Wealth Advisors, LLC 0.14% No change 1,600 $578K
Kathmere Capital Management, LLC 0.05% No change 1,588 $573K
Glen Eagle Advisors, LLC 0.09% No change 1,584 $572K
Obsidian Cio, LLC 0.09% Add +0.6% 1,582 $571K
Catalina Capital Group, LLC 0.38% Reduce -72.9% 1,582 $571K
Root Financial Partners, LLC 0.06% Add +23.4% 1,580 $570K
Ironwood Investment Counsel, LLC 0.10% Reduce -8.1% 1,579 $570K
Macroview Investment Management LLC 0.54% Add +0.1% 1,578 $570K
Global Trust Asset Management, LLC 0.35% Reduce -75.9% 1,577 $570K
Waterloo Capital, L.P. 0.05% Add +2.7% 1,574 $568K
Pettyjohn, Wood & White, Inc. 0.11% No change 1,573 $568K
Journey Advisory Group, LLC 0.05% Add +0.7% 1,572 $568K
Vawter Financial, Ltd. 0.32% Reduce -11.8% 1,563 $564K
Rockland Trust Co. 0.03% Reduce -13.8% 1,560 $563K
Beverly Hills Private Wealth, LLC 0.11% No change 1,560 $563K
Mattern Wealth Management LLC 0.12% Reduce -4.9% 1,557 $562K
Two Sigma Securities, LLC 0.09% Reduce -30.9% 1,554 $561K
Twele Capital Management, Inc. 0.12% Reduce -0.2% 1,553 $561K
Advisor Resource Council 0.05% New 3,658 $560K
Compass Ion Advisors, LLC 0.07% No change 1,551 $560K
Altus Wealth Management, LLC 0.26% No change 1,543 $557K
LMCG Investments, LLC 0.04% Reduce -23.9% 1,543 $557K
Revisor Wealth Management LLC 0.25% New 1,540 $556K
Pine Valley Investments Ltd Liability Co 0.04% Reduce -0.5% 1,536 $555K
Hartford Financial Management Inc. 0.11% Add +8.5% 1,532 $553K
South Plains Financial, Inc. 0.43% No change 1,529 $552K
JFG Wealth Management, LLC 0.13% Reduce -77.3% 1,527 $551K
American Money Management, LLC 0.10% Reduce -5.7% 1,522 $550K
Requisite Capital Management, LLC 0.12% New 1,522 $550K
Eastern Bank 0.01% Reduce -9.8% 1,520 $549K
Tyler-Stone Wealth Management 0.10% No change 1,520 $549K
McNamara Financial Services, Inc. 0.12% Add +21.0% 1,518 $548K
Catalyst Private Wealth, LLC 0.27% Reduce -0.4% 1,512 $546K
Ardent Capital Management, Inc. 0.24% No change 1,510 $545K
Dagco, Inc. 0.18% Add +2.4% 1,507 $544K
Invictus Private Wealth, LLC 0.04% Reduce -1.6% 1,506 $544K
North Star Investment Management Corp. 0.04% Add +13.6% 1,505 $543K
Planning Directions Inc. 0.23% New 1,502 $542K
Orin Green Financial, LLC 0.26% New 1,630 $542K
Richardson Capital Management LLC 0.34% Add +3.2% 1,501 $542K
Cardinal Strategic Wealth Guidance 0.17% Reduce -4.5% 1,498 $541K
Planning Center, Inc. 0.06% Add +107.0% 1,497 $541K
Empire Financial Management Company, LLC 0.17% Reduce -9.4% 1,492 $539K
New Republic Capital, LLC 0.23% Reduce -1.2% 1,477 $533K
New Millennium Group LLC 0.35% No change 1,476 $533K
Landmark Wealth Management, LLC 0.23% No change 1,473 $532K
Point Windward Advisors Inc. 0.21% No change 1,471 $531K
LVM Capital Management Ltd. 0.06% No change 1,465 $529K
Liberty Capital Management, Inc. 0.12% Reduce -0.5% 1,465 $529K
BKM Wealth Management, LLC 0.22% Reduce -3.5% 1,460 $527K
Charter Oak Capital Management, LLC 0.05% Reduce -5.1% 1,459 $527K
Kestra Investment Management, LLC 0.01% Add +152.0% 1,459 $527K
Stone Summit Wealth LLC 0.18% Reduce -16.0% 1,458 $526K
PACK Private Wealth, LLC 0.31% No change 1,456 $526K
GGM Financial LLC 0.36% Add +0.1% 1,454 $525K
AGH Wealth Advisors, LLC 0.51% No change 1,450 $524K
NWF Advisory Services Inc. 0.07% Add +4.3% 1,445 $522K
HRC Wealth Management, LLC 0.32% Add +12.1% 1,440 $520K
Harbor Group, Inc. 0.10% Add +19.4% 1,436 $519K
Precision Wealth Strategies, LLC 0.40% No change 1,432 $517K
Webster Bank, N. A. 0.06% No change 1,430 $516K
MCF Advisors LLC 0.04% No change 1,429 $516K
GFG Capital, LLC 0.16% Reduce -20.2% 1,429 $516K
Peachtree Investment Partners, LLC 0.20% Add +0.1% 1,427 $515K
Financial Life Planners 0.50% Reduce -0.3% 1,427 $515K
Wealth Management Partners, LLC 0.24% Add +5.9% 1,425 $515K
Royal Harbor Partners, LLC 0.20% No change 1,423 $514K
Kovack Advisors, Inc. 0.05% Reduce -19.1% 1,420 $513K
Shelton Capital Management 0.01% New 1,419 $512K
Armstrong, Fleming & Moore, Inc 0.62% New 1,418 $512K
LGL Partners, LLC 0.25% Add +0.1% 1,412 $510K
Everstar Asset Management, LLC 0.34% Reduce -33.4% 1,410 $509K
Alliance Wealth Advisors, LLC 0.30% No change 1,407 $508K
Klingenstein Fields & Co. LP 0.02% Reduce -17.9% 1,405 $507K
One Day In July LLC 0.05% Add +6.5% 1,405 $507K
Olde Wealth Management, LLC 0.18% No change 1,405 $507K
Boston Family Office LLC 0.04% No change 1,403 $507K
North Capital, Inc. 0.48% — 1,398 $505K
ESL Trust Services, LLC 0.11% Reduce -5.8% 1,393 $503K
Cahill Wealth Management, LLC 0.26% No change 1,390 $502K
FSM Wealth Advisors, LLC 0.11% New 1,389 $502K
Heritage Investment Group, Inc. 0.09% No change 1,389 $502K
Cardinal Point Capital Management ULC 0.05% Add +46.4% 1,389 $502K
New Age Alpha Advisors, LLC 0.02% Reduce -52.1% 1,386 $500K
Vanguard Personalized Indexing Management, LLC 0.01% New 1,382 $499K
Valtrion Capital Management, LLC 0.67% No change 1,372 $495K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% No change 1,370 $495K
Gilbert & Cook, Inc. 0.07% No change 1,367 $494K
Trust Co. of Vermont 0.02% Add +7.5% 1,367 $494K
Moser Wealth Advisors, LLC 0.26% New 1,362 $492K
Sfmg, LLC 0.04% Reduce -4.7% 1,362 $492K
Legacy Private Trust Co. 0.03% Reduce -0.7% 1,362 $492K
Planned Solutions, Inc. 0.20% New 1,361 $492K
Safeguard Investment Advisory Group, LLC 0.13% Add +0.1% 1,361 $491K
Wise Wealth Partners 1.17% Add +5.5% 1,359 $491K
Family Firm, Inc. 0.11% Add +0.1% 1,355 $489K
Colonial Trust Advisors 0.04% No change 1,352 $488K
Allen Mooney & Barnes Investment Advisors LLC 0.08% Reduce -0.2% 1,352 $488K
Bourgeon Capital Management LLC 0.11% No change 1,350 $487K
Formidable Asset Management, LLC 0.08% Reduce -0.8% 1,348 $487K
World Equity Group, Inc. 0.14% Reduce -43.2% 1,347 $487K
Reliant Wealth Planning 0.22% No change 1,347 $486K
Compass Wealth Management LLC 0.12% Reduce -3.6% 1,340 $484K
360 Financial, Inc. 0.17% Reduce -2.5% 1,339 $484K
Nomura Asset Management Co. Ltd. 0.00% Reduce -29.7% 1,330 $480K
PKS Advisory Services, LLC 0.13% Reduce -21.5% 1,328 $480K
MontVue Capital Management, Inc. 0.38% Reduce -11.4% 1,328 $479K
Praetorian Wealth Management, Inc. 0.12% No change 1,327 $479K
Liberty Square Wealth Partners LLC 0.18% No change 1,326 $479K
First American Trust, FSB 0.04% Reduce -4.5% 1,325 $478K
Global Wealth Management Investment Advisory, Inc. 0.10% Add +5.3% 1,323 $478K
Strategy Asset Managers LLC 0.10% No change 1,322 $477K
Cypress Wealth Services, LLC 0.10% Reduce -8.6% 1,321 $477K
Financial Guidance Group, Inc. 0.26% No change 1,320 $477K
Juncture Wealth Strategies, LLC 0.19% No change 1,320 $477K
Horizon Investment Services, LLC 0.23% Reduce -1.0% 1,319 $476K
Penobscot Investment Management Company, Inc. 0.04% New 1,316 $475K
DecisionPoint Financial, LLC 0.14% No change 1,308 $472K
Rappaport Reiches Capital Management, LLC 0.12% Add +6.5% 1,307 $472K
JPL Wealth Management, LLC 0.13% Reduce -17.4% 1,305 $471K
Voisard Asset Management Group, Inc. 0.14% No change 1,303 $471K
Maridea Wealth Management LLC 0.15% Reduce -21.8% 1,302 $470K
Motco 0.05% Reduce -17.3% 1,302 $470K
Collar Capital Management, LLC 0.43% No change 1,300 $469K
Millstone Evans Group, LLC 0.32% Add +754.6% 1,299 $469K
Lakeridge Wealth Management LLC 0.23% Reduce -0.5% 1,298 $469K
IAG Wealth Partners, LLC 0.07% Reduce -0.2% 1,294 $467K
Mission Creek Capital Partners, Inc. 0.11% Reduce -3.4% 1,291 $466K
Pillar Financial Advisors, LLC 0.35% No change 1,290 $466K
Ashford Advisors, LLC 0.12% New 1,290 $466K
Rice Partnership, LLC 0.09% Reduce -23.0% 1,280 $462K
Impact Partnership Wealth, LLC 0.10% Add +9.1% 1,275 $461K
D.B. Root & Company, LLC 0.15% Reduce -2.5% 1,275 $460K
Legacy Wealth Management, LLC 0.03% Add +1.1% 1,274 $460K
Eagle Bay Advisors LLC 0.39% No change 1,270 $459K
Edge Financial Advisors LLC 0.29% Add +57.8% 1,264 $456K
Evelyn Partners Asset Management Ltd 0.13% No change 1,262 $456K
Pathway Financial Advisors LLC 0.08% Reduce -0.6% 1,261 $455K
Wayfinding Financial, LLC 0.20% No change 1,253 $452K
Centaurus Financial, Inc. 0.03% Add +9.2% 1,251 $452K
Portland Global Advisors LLC 0.06% No change 1,249 $451K
Peoples Bank 0.30% Reduce -1.9% 1,246 $450K
Moors & Cabot, Inc. 0.02% Add +3.3% 1,244 $449K
4Thought Financial Group Inc. 0.28% Reduce -68.0% 1,243 $449K
Rialto Wealth Management, LLC 0.14% No change 1,240 $448K
Naples Global Advisors, LLC 0.04% Reduce -1.5% 1,236 $446K
German American Bancorp, Inc. 0.05% No change 1,235 $446K
Alpha Financial Advisors, LLC 0.20% Reduce -9.4% 1,234 $446K
Patrick M Sweeney & Associates, Inc. 0.33% No change 1,232 $445K
Aspen Investment Management Inc 0.20% Add +80.9% 1,230 $444K
Fairway Wealth LLC 0.16% Add +56.8% 1,229 $444K
Impact Capital Partners LLC 0.16% Reduce -14.7% 1,229 $444K
Net Worth Advisory Group 0.14% Add +18.1% 1,226 $443K
Guerra Pan Advisors, LLC 0.35% No change 1,225 $442K
Integris Wealth Management, LLC 0.13% No change 1,222 $441K
One Wealth Management Investment & Advisory Services, LLC 0.73% Add +11.2% 1,220 $441K
Arq Wealth Advisors, LLC 0.16% Reduce -25.9% 1,220 $441K
Princeton Global Asset Management LLC 0.09% Reduce -12.7% 1,217 $439K
Evolution Wealth Advisors, LLC 0.07% New 1,217 $439K
MSH Capital Advisors LLC 0.14% Reduce -8.2% 1,216 $439K
Northstar Asset Management Inc. 0.13% No change 1,215 $439K
Hiley Hunt Wealth Management 0.24% No change 1,205 $438K
GenTrust, LLC 0.02% New 1,211 $437K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% No change 1,211 $437K
Antonelli Financial Advisors, LLC 0.35% Add +18.9% 1,210 $437K
Halbert Hargrove Global Advisors, LLC 0.02% Add +56.4% 1,209 $437K
Disciplined Investors, L.L.C. 0.39% No change 1,208 $436K
Braun Stacey Associates Inc. 0.02% Reduce -1.8% 1,207 $436K
Gordian Advisors LLC 0.35% No change 1,204 $435K
Millennium Capital Advisors, LLC 0.32% Add +43.7% 1,203 $434K
Novem Group 0.06% Reduce -0.7% 1,200 $433K
Steel Grove Capital Advisors, LLC 0.07% No change 1,200 $433K
Moment Partners, LLC 0.09% No change 1,200 $433K
Dana Investment Advisors, Inc. 0.02% Reduce -2.0% 1,199 $433K
Park National Corp. 0.02% New 1,197 $432K
BancFirst Trust & Investment Management 0.22% Reduce -0.9% 1,194 $430K
Westfield Capital Management Co. LP 0.00% Reduce -85.5% 1,192 $430K
Liberty Wealth Management LLC 0.08% Add +0.1% 1,189 $429K
Hollow Brook Wealth Management LLC 0.13% No change 1,185 $428K
Rainier Family Wealth Inc. 0.50% No change 1,184 $428K
BlueSky Wealth Advisors, LLC 0.07% Reduce -25.6% 1,178 $425K
FFT Wealth Management LLC 0.09% Reduce -2.4% 1,174 $424K
Gerber Kawasaki Wealth & Investment Management 0.02% Add +2.9% 1,173 $424K
Marks Group Wealth Management, Inc 0.04% Add +1.7% 1,164 $420K
Hill Island Financial LLC 0.12% No change 1,161 $419K
AssuredPartners Investment Advisors, LLC 0.08% Add +1.3% 1,160 $419K
Aire Advisors, LLC 0.09% No change 1,159 $418K
Professional Advisory Services Inc. 0.05% No change 1,158 $418K
Madison Wealth Partners, Inc 0.10% No change 1,156 $417K
First Trust Advisors LP 0.00% Add +20.3% 1,151 $416K
Arlington Trust Co LLC 0.09% Reduce -5.7% 1,150 $415K
Quest 10 Wealth Builders, Inc. 0.44% Reduce -8.4% 1,091 $414K
Paradigm, Strategies in Wealth Management, LLC 0.28% Reduce -6.5% 1,143 $413K
Torray Investment Partners LLC 0.06% No change 1,138 $411K
Platform Technology Partners 0.12% Reduce -0.2% 1,134 $410K
Wernau Asset Management Inc. 0.42% No change 1,132 $409K
Stuart Chaussee & Associates, Inc. 0.10% No change 1,129 $408K
Hager Investment Management Services, LLC 0.28% Reduce -28.2% 1,127 $407K
BankPlus Trust Department 0.14% Reduce -5.4% 1,127 $407K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% New 1,124 $406K
Romano Brothers and Company 0.05% No change 1,123 $406K
Sage Private Wealth Group, LLC 0.31% Reduce -6.7% 1,121 $405K
IRON Financial LLC 0.23% No change 1,121 $405K
Austin Asset Management Co Inc 0.09% Add +42.3% 1,121 $405K
Transform Wealth, LLC 0.02% Reduce -15.6% 1,120 $404K
Scotia Capital Inc. 0.00% Add +3.4% 1,118 $404K
Fort Point Capital Partners LLC 0.05% Add +0.4% 1,116 $403K
BXM Wealth LLC 0.48% No change 1,111 $401K
Penney Financial, LLC 0.26% No change 1,103 $398K
Arvest Investments, Inc. 0.06% Add +3.0% 1,097 $396K
Retireful, LLC 0.37% Reduce -42.1% 1,098 $396K
BetterWealth, LLC 0.11% No change 1,096 $396K
GW&K Investment Management, LLC 0.00% Reduce -20.6% 1,093 $395K
Coordinated Financial Services, Inc. 0.31% — 1,090 $394K
Pinnacle Bancorp, Inc. 0.13% Add +0.5% 1,089 $393K
Tandem Capital Management Corp. 0.22% No change 1,088 $393K
Newton One Investments LLC 0.14% Reduce -2.3% 1,087 $393K
Alpha Zero LLC 0.30% No change 1,087 $393K
Bfsg, LLC 0.05% Reduce -3.5% 1,087 $393K
City State Bank 0.13% No change 1,086 $392K
Fca Corp. 0.12% No change 1,085 $392K
First Nebraska Trust Co 0.04% No change 1,083 $391K
Skyline Advisors, Inc. 0.15% Reduce -0.1% 1,082 $391K
Northwest Quadrant Wealth Management, LLC 0.09% Reduce -7.0% 1,081 $390K
First Command Advisory Services, Inc. 0.00% No change 1,080 $390K
Fort Sheridan Advisors LLC 0.06% Reduce -12.1% 1,080 $390K
JNBA Financial Advisors 0.04% No change 1,078 $389K
NBT Bank, N.A. 0.03% Reduce -2.7% 1,077 $389K
Optimum Investment Advisors 0.18% Add +5.4% 1,076 $389K
Roberts Glore & Co. Inc. 0.12% No change 1,076 $389K
Horst & Graben Wealth Management LLC 0.07% Reduce -4.4% 1,076 $388K
Daymark Wealth Partners, LLC 0.02% Reduce -5.5% 1,076 $388K
WBH Advisory Inc. 0.04% Add +13.2% 1,075 $388K
Sandbox Financial Partners, LLC 0.14% Reduce -5.7% 1,074 $388K
Retirement Planning Group, LLC 0.02% Reduce -64.3% 1,074 $388K
Granite Group Advisors, LLC 0.27% New 1,073 $387K
Uptick Partners, LLC 0.13% Reduce -3.1% 1,073 $387K
Hohimer Wealth Management, LLC 0.08% No change 1,071 $387K
American National Bank & Trust 0.04% Reduce -6.1% 1,071 $387K
LCNB Corp. 0.14% Reduce -1.9% 1,071 $387K
Armstrong Advisory Group, Inc. 0.03% No change 962 $386K
Texas Capital Bancshares Inc 0.16% No change 1,067 $386K
Integral Investment Advisors, Inc. 0.12% Reduce -45.5% 1,066 $385K
W1M Investment Management Ltd 0.01% No change 1,066 $385K
Greenwich Wealth Management LLC 0.03% Reduce -3.6% 1,057 $382K
Planwiser Financial, LLC 0.35% — 1,025 $382K
New Perspectives, Inc 0.20% No change 1,057 $382K
Bravias Capital Group, LLC 0.31% Reduce -1.7% 1,054 $380K
Northwest Bancshares, Inc. 0.07% Reduce -5.1% 1,052 $380K
Piscataqua Savings Bank 0.34% Add +1.9% 1,051 $379K
Harbor Advisory Corp. 0.13% No change 1,050 $379K
Grange Capital, LLC 0.44% Reduce -8.7% 1,049 $379K
Bright Futures Wealth Management, LLC. 0.42% No change 1,135 $377K
River Wealth Advisors LLC 0.05% No change 1,043 $377K
Triad Wealth Partners, LLC 0.12% Reduce -0.9% 1,042 $376K
Bank of Stockton 0.12% Reduce -0.9% 1,040 $376K
ZWJ Investment Counsel Inc. 0.02% No change 1,038 $375K
JBR Co Financial Management Inc 0.22% No change 1,037 $374K
Tompkins Financial Corp. 0.04% No change 1,034 $373K
Center for Financial Planning, Inc. 0.05% Reduce -6.0% 1,032 $373K
Redwood Financial Network Corp 0.28% Add +14.8% 1,030 $372K
Beacon Bank & Trust 0.09% No change 1,030 $372K
Capital Insight Partners, LLC 0.06% No change 1,025 $370K
FourThought Financial Partners, LLC 0.04% Reduce -0.2% 1,023 $369K
Neumann Capital Management, LLC 0.13% No change 1,022 $369K
Perennial Advisors, LLC 0.07% New 1,022 $369K
Chemistry Wealth Management LLC 0.09% No change 1,020 $368K
LongView Wealth Management 0.11% Add +55.4% 1,016 $367K
49 Wealth Management, LLC 0.04% Reduce -31.6% 1,015 $367K
Pacific Sun Financial Corp 0.21% Add +6.5% 1,015 $367K
Johnson Financial Group, LLC 0.04% New 1,013 $366K
Accurate Wealth Management, LLC 0.07% Reduce -10.6% 1,041 $364K
Cooper/Haims Advisors, LLC 0.20% Reduce -8.9% 1,008 $364K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $364K
Drucker Wealth 3.0, LLC 0.08% Reduce -6.2% 1,001 $361K
LPWM LLC 0.12% No change 1,000 $361K
Vision Capital Management, Inc. 0.05% No change 999 $361K
Fusion Family Wealth, LLC 0.03% No change 997 $360K
Headinvest, LLC 0.07% No change 993 $359K
Country Trust Bank 0.01% No change 993 $359K
Aspire Private Capital, LLC 0.09% No change 992 $358K
Copia Wealth Management 0.33% No change 990 $357K
Berger Financial Group, Inc 0.02% Reduce -3.5% 983 $355K
Lord & Richards Wealth Management, LLC 0.40% Reduce -13.6% 981 $354K
First County Bank 0.20% Reduce -1.2% 981 $354K
TigerOak Management, L.L.C. 0.14% No change 979 $354K
Solutions 4 Wealth, Ltd 0.62% Add +7.0% 978 $353K
HCR Wealth Advisors 0.05% Reduce -1.1% 976 $352K
1776 Wealth LLC 0.16% Add +60.9% 970 $350K
Blue Fin Capital, Inc. 0.07% Add +0.1% 970 $350K
Talon Private Wealth, LLC 0.05% Add +200.0% 900 $350K
Adell Harriman & Carpenter Inc. 0.03% Add +1.6% 961 $347K
Ashford Capital Management Inc. 0.04% No change 958 $346K
F/m Investments LLC 0.01% Reduce -3.6% 958 $346K
One Charles Private Wealth Services, LLC 0.11% Reduce -0.7% 957 $346K
Napatree Capital LLC 0.19% New 956 $345K
Aveo Capital Partners, LLC 0.06% Reduce -31.1% 926 $345K
Oder Investment Management, LLC 0.29% Reduce -4.9% 950 $343K
Patriot Investment Management Group, Inc. 0.03% No change 949 $343K
Mayfair Advisory Group, LLC 0.20% Add +10.2% 947 $342K
Barclays PLC 0.00% Reduce -99.1% 945 $341K
Wilson & Boucher Capital Management, LLC 0.25% No change 940 $339K
Childress Capital Advisors, LLC 0.10% Add +65.4% 936 $338K
Meeder Advisory Services, Inc. 0.02% Reduce -0.4% 933 $337K
Heritage Wealth Management, Inc. 0.29% Reduce -2.9% 930 $336K
LaSalle St. Investment Advisors, LLC 0.08% Add +0.1% 928 $335K
Abacus Planning Group, Inc. 0.06% No change 925 $334K
Fortitude Family Office, LLC 0.12% No change 924 $334K
Black Diamond Financial, LLC 0.05% No change 924 $334K
Round Rock Advisors LLC 0.06% No change 921 $332K
Values Added Financial LLC 0.18% Reduce -7.1% 920 $332K
Commons Capital, LLC 0.30% No change 919 $332K
Arcadia Investment Advisors LLC 0.18% No change 913 $330K
McElhenny Sheffield Capital Management, LLC 0.12% Reduce -10.8% 913 $330K
Wealthquest Corp 0.03% Reduce -5.5% 910 $329K
IMA Advisory Services, Inc. 0.04% No change 910 $329K
Wilkins Investment Counsel Inc. 0.05% New 909 $328K
Abbot Financial Management, Inc. 0.17% No change 908 $328K
Matisse Capital 0.17% No change 907 $328K
Ironwood Investment Management LLC 0.18% No change 906 $327K
Legacy Capital Wealth Partners, LLC 0.08% Reduce -17.9% 906 $327K
Carson Advisory Inc. 0.22% No change 905 $327K
Clarity Capital Partners LLC 0.13% Reduce -21.0% 904 $326K
Berkeley, Inc 0.15% No change 903 $326K
Elk River Wealth Management LLC 0.06% Reduce -6.2% 901 $325K
Dahring | Cusmano LLC 0.28% Add +0.1% 898 $324K
Gemmer Asset Management LLC 0.03% No change 896 $324K
Clark Asset Management, LLC 0.05% New 895 $323K
Trek Financial, LLC 0.02% Reduce -63.6% 894 $323K
Private Management Group Inc. 0.01% No change 890 $321K
Peak Financial Advisors LLC 0.16% Reduce -2.5% 889 $321K
Aureus Asset Management, LLC 0.02% Reduce -27.8% 888 $321K
First National Bank of Hutchinson 0.21% No change 885 $320K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +27.3% 881 $318K
Patton Albertson Miller Group, LLC 0.05% No change 880 $318K
Strategic Financial Partners, Ltd. 0.17% No change 879 $317K
Onyx Bridge Wealth Group LLC 0.05% New 876 $316K
Phillips Financial Management, LLC 0.02% No change 874 $316K
Sachetta, LLC 0.13% Add +5.6% 874 $316K
Astoria Portfolio Advisors LLC. 0.11% Add +12.5% 902 $315K
Tradewinds, LLC. 0.09% No change 873 $315K
Summit Investment Advisory Services, LLC 0.15% No change 873 $315K
RB Capital Management, LLC 0.08% Add +0.1% 870 $314K
Balboa Wealth Partners 0.08% Reduce -3.7% 868 $314K
Parcion Private Wealth LLC 0.03% No change 865 $312K
Shufro Rose & Co. LLC 0.02% No change 864 $312K
Rossby Financial, LCC 0.13% New 846 $309K
JGP Wealth Management, LLC 0.04% Reduce -3.6% 853 $308K
Invesco Ltd. 0.00% No change 852 $308K
Prestige Wealth Management Group LLC 0.07% Reduce -23.9% 847 $306K
Wood Tarver Financial Group, LLC 0.10% No change 846 $305K
McCarthy & Cox 0.13% Reduce -8.9% 846 $305K
Lokken Investment Group LLC 0.13% Add +0.7% 846 $305K
Orion Capital Management LLC 0.13% No change 846 $305K
Shepherd Financial Partners LLC 0.04% No change 844 $305K
Blue Zone Wealth Advisors, LLC 0.08% No change 841 $304K
Riversedge Advisors, LLC 0.07% Reduce -0.4% 839 $303K
Evoke Wealth, LLC 0.01% No change 839 $303K
Graves Light Lenhart Wealth, Inc. 0.04% No change 838 $303K
Foster & Motley Inc. 0.02% No change 835 $302K
Prasad Wealth Partners, LLC 0.10% Add +0.1% 834 $301K
DSM Capital Partners LLC 0.01% Reduce -97.6% 833 $301K
Cedar Wealth Management, LLC 0.11% No change 832 $301K
Grey Ledge Advisors, LLC 0.08% Reduce -4.5% 832 $301K
MKT Advisors LLC 0.14% Add +14.3% 914 $298K
Aspect Partners, LLC 0.17% No change 825 $298K
M3 Advisory Group, LLC 0.23% Add +0.1% 822 $297K
Cape Cod Five Cents Savings Bank 0.03% No change 790 $297K
Parker Investment Management, LLC 0.05% No change 821 $296K
Rothschild Wealth LLC 0.08% Add +4.1% 816 $295K
Scarborough Advisors, LLC 0.04% Reduce -24.0% 815 $294K
First Bancorp, Inc 0.19% No change 815 $294K
Range Financial Group LLC 0.13% No change 810 $292K
Prospect Financial Services LLC 0.16% No change 809 $292K
Guyasuta Investment Advisors Inc. 0.02% No change 807 $291K
Tiller Private Wealth, Inc. 0.12% No change 806 $291K
Roundview Capital LLC 0.02% Reduce -6.5% 804 $290K
High Net Worth Advisory Group LLC 0.08% No change 803 $290K
Aspetuck Financial Management LLC 0.25% No change 800 $289K
Vertex Planning Partners, LLC 0.06% Reduce -4.3% 800 $289K
Certus Wealth Management, LLC 0.20% No change 739 $289K
Summa Corp. 0.17% No change 798 $288K
New England Professional Planning Group Inc. 0.14% Add +36.6% 798 $288K
Act Wealth Management, LLC 0.13% No change 796 $288K
LVW Advisors, LLC 0.03% No change 796 $288K
Kaufman Rossin Wealth, LLC 0.21% No change 795 $287K
Texas Capital Bank Wealth Management Services Inc 0.03% Reduce -6.3% 793 $286K
Lakeshore Financial Planning, Inc. 0.12% Reduce -6.9% 792 $286K
Andrews, Lucia Wealth Management LLC 0.19% No change 711 $286K
Litman Gregory Wealth Management LLC 0.02% No change 791 $285K
Bonfire Financial 0.26% No change 789 $285K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -2.7% 788 $285K
Sonora Investment Management Group, LLC 0.02% Reduce -0.1% 787 $284K
Joel Adams & Associates, Inc. 0.26% New 785 $283K
Generation Capital Management LLC 0.25% No change 780 $282K
SK Wealth Management, LLC 0.15% Add +0.1% 844 $281K
Future You Wealth LLC 0.18% No change 774 $279K
Aspire Growth Partners LLC 0.25% Add +0.1% 749 $279K
Prospera Capital Management, LLC 0.18% New 772 $279K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.11% No change 815 $278K
Emergent Wealth Advisors, LLC 0.20% Add +0.1% 770 $278K
Equita Financial Network, Inc. 0.10% New 768 $277K
Main Street Research LLC 0.02% Reduce -8.3% 766 $277K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 766 $277K
Riverbridge Partners LLC 0.00% Reduce -43.3% 764 $276K
Marietta Investment Partners LLC 0.07% Reduce -0.5% 762 $275K
FWG Holdings, LLC 0.13% New 748 $274K
Family Office Research LLC 0.13% Add +46.9% 752 $272K
Canopy Partners, LLC 0.11% Add +14.5% 752 $272K
Brave Asset Management Inc. 0.09% No change 752 $272K
QTR Family Wealth, LLC 0.20% — 750 $271K
Legacy Bridge, LLC 0.15% No change 750 $271K
Creative Capital Management Investments LLC 0.10% No change 750 $271K
Hollencrest Capital Management 0.01% Reduce -10.0% 749 $270K
Headlands Technologies LLC 0.03% Reduce -79.4% 746 $269K
MGB Wealth Management, LLC 0.10% Reduce -0.4% 747 $269K
Lake Street Private Wealth, LLC 0.04% Reduce -3.6% 742 $268K
First National Bank & Trust Co. of Newtown 0.06% No change 741 $268K
Opulen Financial Group LLC 0.24% Add +0.1% 741 $268K
Kintra Wealth, LLC 0.18% New 740 $267K
Mitchell Sinkler & Starr 0.07% Add +8.8% 740 $267K
Brooklyn Investment Group 0.06% Add +1847.4% 740 $267K
Aurora Private Wealth, Inc. 0.21% Add +0.1% 741 $267K
Fragasso Financial Advisors Inc 0.02% Reduce -5.6% 739 $267K
Novare Capital Management LLC 0.02% No change 738 $266K
First Financial Bankshares Inc 0.01% New 737 $266K
Delta Financial Advisors LLC 0.10% No change 736 $266K
Three Magnolias Financial Advisors, LLC 0.22% New 735 $265K
Horizons Wealth Management 0.20% No change 732 $264K
Grandfield & Dodd, LLC 0.02% Reduce -9.3% 729 $263K
J. Safra Sarasin Holding AG 0.00% No change 727 $262K
Avondale Wealth Management 0.16% No change 725 $262K
Buttonwood Financial Advisors Inc. 0.12% No change 725 $262K
MainStreet Investment Advisors LLC 0.04% New 723 $261K
Boston Research & Management Inc. 0.06% Reduce -6.5% 722 $261K
Pure Portfolios Holdings LLC 0.10% Reduce -9.7% 720 $260K
Winnacle Wealth LLC 0.24% No change 721 $260K
LaFleur & Godfrey LLC 0.04% No change 720 $260K
Washington Trust Bank 0.03% Reduce -24.5% 720 $260K
Jim Saulnier & Associates, LLC 0.20% No change 719 $260K
Boston Common Asset Management, LLC 0.01% Reduce -2.7% 718 $259K
TD Capital Management LLC 0.03% No change 717 $259K
TCFG Wealth Management, LLC 0.13% Add +24.3% 717 $259K
L.M. Kohn & Company 0.07% No change 717 $259K
WealthTrust Axiom LLC 0.08% No change 714 $258K
Ulland Investment Advisors, LLC 0.22% No change 711 $257K
Morton Brown Family Wealth, LLC 0.09% No change 712 $257K
Inspirion Wealth Advisors, LLC 0.04% No change 711 $257K
Jamison Private Wealth Management, Inc. 0.04% No change 708 $256K
Auxano Advisors, LLC 0.07% Reduce -7.7% 708 $256K
HM Payson & Co. 0.00% Add +9.6% 707 $255K
Dravo Bay LLC 0.14% Reduce -20.7% 706 $255K
Jacksonville Wealth Management, LLC 0.25% No change 701 $253K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +3.7% 695 $253K
Sequent Asset Management, LLC 0.14% No change 700 $253K
Heritage Family Offices, LLP 0.13% Reduce -3.6% 700 $253K
Morse Asset Management, Inc 0.06% No change 700 $253K
Cornerstone Management, Inc. 0.05% Reduce -6.1% 698 $252K
Tounjian Advisory Partners, LLC 0.05% — 698 $252K
Precedent Wealth Partners, LLC 0.07% Reduce -15.6% 696 $251K
Aldebaran Financial Inc. 0.31% No change 694 $251K
Warren Street Wealth Advisors, LLC 0.10% New 691 $250K
Baugh & Associates, LLC 0.13% No change 690 $249K
Stonebrook Private Inc. 0.06% Reduce -0.6% 690 $249K
Affinity Wealth Management LLC 0.05% No change 690 $249K
Williams Jones Wealth Management, LLC. 0.00% Reduce -41.0% 690 $249K
Oak Harvest Investment Services 0.03% No change 687 $248K
Kelleher Financial Advisors 0.10% No change 682 $246K
Truvestments Capital LLC 0.05% Add +109.8% 682 $246K
Acorn Financial Advisory Services Inc. 0.04% No change 679 $245K
Keystone Financial Group 0.02% No change 677 $244K
Trust Co 0.03% No change 675 $244K
Alterna Wealth Management, Inc. 0.18% New 673 $243K
Haven Private, LLC 0.14% New 673 $243K
Pacific Center for Financial Services 0.06% No change 673 $243K
Members Trust Co 0.01% New 671 $242K
Robinswood Financial LLC 0.09% Add +0.1% 670 $242K
Old Second National Bank of Aurora 0.06% No change 667 $241K
Cetera Trust Company, N.A 0.15% No change 666 $240K
Granite Bay Wealth Management, LLC 0.08% Reduce -11.3% 665 $240K
Bowman & Co S.C. 0.12% Add +0.3% 663 $239K
LexAurum Advisors, LLC 0.05% Reduce -7.9% 662 $239K
Claris Financial LLC 0.16% No change 591 $237K
Five Oceans Advisors 0.11% No change 655 $237K
Advus Financial Partners, LLC 0.07% No change 653 $236K
Eastover Investment Advisors LLC 0.11% No change 652 $235K
Foster Group, Inc. 0.01% No change 651 $235K
Security Financial Services, INC. 0.05% No change 649 $234K
BLB&B Advisors, LLC 0.01% Add +20.0% 647 $234K
Riverbend Wealth Management, LLC 0.21% New 646 $233K
M.E. Allison & Co., Inc. 0.23% No change 646 $233K
RVW Wealth, LLC 0.02% No change 645 $233K
Howard Financial Services, LTD. 0.03% Add +0.2% 645 $233K
All Terrain Financial Advisors, LLC 0.09% No change 643 $232K
Fiduciary Group, LLC 0.02% No change 641 $231K
Capital Research Global Investors 0.00% Reduce -70.0% 641 $231K
Investors Research Corp 0.05% No change 640 $231K
Abundance Wealth Counselors 0.05% New 640 $231K
Wealth Alliance, LLC 0.03% Reduce -83.8% 637 $230K
Valtinson Bruner Financial Planning LLC 0.08% No change 637 $230K
Live Oak Private Wealth LLC 0.04% New 637 $230K
Flavin Financial Services, Inc. 0.21% Reduce -3.6% 635 $229K
Medallion Wealth Advisors, LLC 0.10% No change 632 $229K
Davidson Investment Advisors 0.01% No change 633 $229K
Stephen J. Garry & Associates, LLC 0.21% No change 630 $227K
Meridian Investment Counsel Inc. 0.07% No change 630 $227K
Montz Harcus Wealth Management LLC 0.12% Add +0.2% 629 $227K
Tranquilli Financial Advisor LLC 0.14% New 625 $226K
Register Financial Advisors LLC 0.12% No change 624 $225K
Powell Investment Advisors, LLC 0.11% No change 624 $225K
Gill Capital Partners, LLC 0.08% No change 623 $225K
44 Wealth Management LLC 0.08% No change 620 $224K
Melfa Wealth Management, Inc. 0.15% No change 620 $224K
Philadelphia Trust Co. 0.02% No change 616 $222K
Wolff Wiese Magana LLC 0.15% No change 612 $221K
Collaborative Wealth Managment Inc. 0.10% No change 611 $221K
Holderness Investments Co. 0.05% No change 610 $220K
TPG Advisors LLC 0.17% No change 610 $220K
Exchange Capital Management, Inc. 0.04% No change 610 $220K
Wealthcare Capital Partners, LLC 0.11% New 606 $219K
Strata Wealth Advisors, LLC 0.07% Reduce -10.6% 606 $219K
IFS Advisors, LLC 0.18% Reduce -4.6% 602 $217K
Werba Rubin Papier Wealth Management 0.05% No change 602 $217K
Portfolio Design Labs, LLC 0.04% No change 602 $217K
Vestor Capital, LLC 0.02% Reduce -0.7% 601 $217K
Floyd Financial Group LLC 0.20% No change 600 $217K
Nova Wealth Management, Inc. 0.19% Reduce -6.0% 600 $217K
Cobblestone Capital Advisors LLC 0.01% No change 600 $217K
Smartleaf Asset Management LLC 0.02% Add +99.3% 600 $216K
Richard P Slaughter Associates Inc 0.05% No change 598 $216K
Fulcrum Capital LLC 0.05% No change 597 $216K
Benin Management CORP 0.06% No change 596 $215K
Lion Street Advisors, LLC 0.07% Reduce -20.1% 595 $215K
Lansing Street Advisors 0.07% New 594 $214K
Kellett Wealth Advisors, LLC 0.15% No change 592 $214K
West Financial Advisors, LLC 0.04% Reduce -6.9% 591 $213K
Pecaut & Co. 0.07% Add +16.5% 587 $212K
CVA Family Office, LLC 0.03% No change 584 $211K
Wealth Management Nebraska 0.03% New 584 $211K
Noesis Capital Mangement Corp. 0.04% No change 583 $211K
Financial Advisors Network, Inc. 0.03% No change 580 $209K
Amara Financial, Llc. 0.19% Add +0.2% 578 $209K
Compass Capital Corp. /Ma/ 0.11% Add +0.2% 579 $208K
Boston Trust Walden Corp 0.00% No change 575 $208K
OneAscent Wealth Management LLC 0.09% Reduce -28.2% 573 $207K
Vident Advisory, LLC 0.00% No change 573 $207K
TFG Advisers LLC 0.08% Add +0.2% 573 $207K
Vickerman Investment Advisors, Inc. 0.05% No change 572 $207K
Bath Savings Trust Co 0.02% New 571 $206K
Monument Group Wealth Advisors, LLC 0.14% Add +8.0% 570 $206K
Oxbow Advisors, LLC 0.02% No change 569 $205K
Burns Matteson Capital Management, LLC 0.11% No change 566 $204K
Prosperity Financial Group, Inc. 0.10% Reduce -20.4% 565 $204K
William Mack & Associates, Inc. 0.17% No change 565 $204K
Atlas Legacy Advisors, LLC 0.05% No change 563 $203K
Sunbeam Capital Management, LLC 0.19% No change 560 $202K
Symmetry Partners, LLC 0.03% No change 557 $201K
RDA Financial Network 0.06% Reduce -9.4% 556 $201K
West Branch Capital LLC 0.06% No change 538 $194K
Clean Yield Group 0.06% Reduce -27.1% 538 $194K
Ritter Daniher Financial Advisory LLC / DE 0.05% No change 535 $193K
S&T Bank 0.06% No change 527 $190K
Mb, Levis & Associates, LLC 0.09% No change 525 $190K
Olistico Wealth, LLC 0.12% Reduce -0.2% 516 $187K
Arcadia Investment Management Corp. 0.03% Add +2.0% 514 $186K
Lazard Asset Management LLC 0.00% New 500 $180K
Global Wealth Strategies & Associates 0.05% Add +0.4% 496 $179K
Missouri Trust & Investment Co 0.06% Reduce -14.0% 490 $177K
Abound Financial, LLC 0.09% New 489 $177K
Trifecta Capital Advisors, LLC 0.04% Reduce -9.4% 482 $174K
Chilton Capital Management LLC 0.01% Reduce -19.4% 482 $174K
Fairscale Capital, LLC 0.16% No change 476 $172K
Bernard Wealth Management Corp. 0.08% No change 474 $171K
Ascentis Wealth Management, LLC 0.05% Reduce -68.9% 462 $168K
Legacy Wealth Managment, LLC 0.12% No change 465 $168K
Front Row Advisors LLC 0.06% Reduce -3.1% 465 $168K
Keystone Financial Group, Inc. 0.12% Reduce -10.0% 451 $167K
WealthCollab, LLC 0.10% No change 462 $167K
Synergy Investment Management, LLC 0.07% Reduce -15.1% 451 $163K
Horrell Capital Management, Inc. 0.07% No change 450 $162K
Future Financial Wealth Managment LLC 0.12% Reduce -11.9% 443 $160K
Hopwood Financial Services, Inc. 0.12% No change 442 $160K
SJS Investment Consulting Inc. 0.03% No change 438 $158K
PFG Private Wealth Management, LLC 0.08% No change 435 $157K
Arjuna Capital 0.04% No change 431 $155K
Promus Capital, LLC 0.11% No change 410 $148K
Alcosta Capital Management, Inc. 0.10% Reduce -1.2% 409 $148K
Bear Mountain Capital, Inc. 0.06% No change 400 $147K
Sound Income Strategies, LLC 0.01% Reduce -58.1% 401 $145K
Capital Investment Counsel, Inc 0.02% No change 400 $144K
Mascoma Wealth Management LLC 0.04% Reduce -63.5% 399 $144K
MRP Capital Investments, LLC 0.13% No change 393 $142K
Kennebec Savings Bank 0.15% Reduce -8.9% 389 $140K
Private Wealth Management Group, LLC 0.05% Reduce -2.0% 387 $140K
Sellwood Investment Partners LLC 0.07% No change 385 $139K
First PREMIER Bank 0.04% Reduce -20.7% 383 $139K
Standard Family Office LLC 0.18% Reduce -43.1% 380 $137K
JDM Financial Group LLC 0.07% No change 378 $137K
Centerpoint Advisors, LLC 0.05% No change 375 $135K
Compass Planning Associates Inc 0.14% No change 373 $135K
Financial Gravity Asset Management, Inc. 0.03% — 371 $134K
Viewpoint Capital Management LLC 0.07% No change 362 $131K
Red Lighthouse Investment Management, LLC 0.05% Add +54.8% 387 $130K
United Community Bank 0.05% No change 360 $130K
SRH Advisors, LLC 0.04% No change 356 $129K
SIMA Wealth Partners, LLC 0.11% No change 354 $128K
Morling Financial Advisors, LLC 0.04% No change 354 $128K
Perkins Coie Trust Co 0.03% No change 338 $122K
Horizon Investments, LLC 0.00% Reduce -0.9% 334 $121K
Noble Wealth Management PBC 0.08% No change 332 $120K
Cornerstone National Bank & Trust Co 0.05% No change 331 $120K
Davis Capital Management 0.09% No change 327 $118K
CarsonAllaria Wealth Management, Ltd. 0.07% No change 323 $117K
Spectrum Wealth Counsel, LLC 0.01% New 316 $114K
Evergreen Private Wealth LLC 0.05% No change 313 $113K
Granite Investment Partners, LLC 0.01% Reduce -96.1% 312 $113K
Milestone Investment Advisors LLC 0.03% New 311 $112K
Duncker Streett & Co. Inc. 0.02% No change 310 $112K
Templeton & Phillips Capital Management, LLC 0.08% No change 300 $108K
Crews Bank & Trust 0.02% No change 293 $106K
Caldwell Sutter Capital, Inc. 0.05% No change 291 $105K
Howe & Rusling Inc. 0.01% Reduce -23.3% 287 $104K
Signature Resources Capital Management, LLC 0.09% Add +300.0% 280 $101K
High Note Wealth, LLC 0.02% No change 275 $99K
Tidemark, LLC 0.04% No change 270 $98K
Belmont Capital, LLC 0.02% No change 266 $96K
Clear Investment Research, LLC 0.12% No change 257 $93K
Cherry Tree Wealth Management, LLC 0.02% No change 255 $92K
Field & Main Bank 0.03% No change 255 $92K
Core Alternative Capital 0.02% Reduce -40.8% 250 $90K
MorganRosel Wealth Management, LLC 0.03% New 246 $89K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 242 $87K
Centricity Wealth Management, LLC 0.08% No change 240 $87K
SYM FINANCIAL Corp 0.01% Reduce -3.3% 237 $86K
Hanson & Doremus Investment Management 0.01% No change 227 $82K
Rosenberg Matthew Hamilton 0.02% No change 226 $82K
Luken Investment Analytics, LLC 0.04% No change 225 $81K
Continuum Advisory, LLC 0.01% No change 221 $80K
Cloud Capital Management, LLC 0.06% — 216 $78K
Twin Lakes Capital Management, LLC 0.05% Add +188.7% 205 $74K
Kiker Wealth Management, LLC 0.05% No change 203 $73K
Avion Wealth 0.02% No change 183 $73K
Moisand Fitzgerald Tamayo, LLC 0.01% No change 202 $73K
Atlantic Private Wealth, LLC 0.05% No change 202 $73K
GKV Capital Management Co., Inc. 0.04% Reduce -44.4% 200 $72K
Mill Capital Management, LLC 0.01% No change 200 $72K
Winthrop Capital Management, LLC 0.02% No change 200 $72K
WFA Asset Management Corp 0.04% New 210 $71K
N.E.W. Advisory Services LLC 0.01% New 189 $68K
VSM Wealth Advisory, LLC 0.02% No change 184 $66K
Financial Freedom, LLC 0.04% No change 183 $66K
eCIO, Inc. 0.03% — 176 $64K
Fairman Group, LLC 0.06% No change 157 $63K
Richardson Financial Services Inc. 0.05% Reduce -3.4% 172 $62K
Comprehensive Financial Planning, Inc. 0.06% Reduce -23.8% 160 $58K
Opal Wealth Advisors, LLC 0.02% Reduce -75.5% 155 $56K
Delta Asset Management LLC 0.01% No change 155 $56K
CNB Bank 0.03% No change 151 $55K
Provident Wealth Management, LLC 0.02% New 150 $54K
Smallwood Wealth Investment Management, LLC 0.03% New 150 $54K
Tanaka Capital Management Inc. 0.13% No change 149 $54K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 149 $54K
Abound Wealth Management 0.02% No change 146 $53K
Westside Investment Management, Inc. 0.01% No change 145 $52K
Federation des caisses Desjardins du Quebec 0.00% Reduce -12.7% 145 $52K
Jackson, Grant Investment Advisers, Inc. 0.02% Add +0.7% 144 $52K
Sawyer & Company, Inc 0.02% No change 141 $51K
Mark Sheptoff Financial Planning, LLC 0.03% No change 140 $51K
Accredited Wealth Management, LLC 0.04% Reduce -25.1% 134 $48K
Kimelman & Baird, LLC 0.00% No change 130 $47K
Peoples Financial Services Corp. 0.02% No change 130 $47K
one8zero8, LLC 0.01% No change 118 $43K
American Capital Advisory, LLC 0.02% Add +792.3% 116 $42K
POM Investment Strategies, LLC 0.05% No change 114 $41K
Byrne Asset Management LLC 0.03% Reduce -15.5% 109 $39K
Frazier Financial Advisors, LLC 0.03% No change 102 $37K
Main Street Group, LTD 0.02% No change 100 $36K
Cranbrook Wealth Management, LLC 0.01% Reduce -2.0% 100 $36K
Citizens National Bank Trust Department 0.01% No change 100 $36K
Security National Bank 0.01% No change 100 $36K
TCTC Holdings, LLC 0.00% No change 100 $36K
Cape Investment Advisory, Inc. 0.01% Reduce -29.1% 95 $34K
Hughes Financial Services, LLC 0.01% New 92 $33K
Eq Wealth Advisors, LLC 0.03% New 88 $32K
Mowery & Schoenfeld Wealth Management, LLC 0.06% New 87 $31K
Transce3nd, LLC 0.01% Reduce -68.7% 87 $31K
Pineridge Advisors LLC 0.01% Reduce -78.2% 81 $29K
Creekmur Asset Management LLC 0.01% No change 79 $28K
Morris Financial Concepts, Inc. 0.01% No change 78 $28K
Holos Integrated Wealth LLC 0.02% No change 74 $27K
Toth Financial Advisory Corp. 0.00% Add +329.4% 73 $26K
Albion Financial Group 0.00% Reduce -70.0% 72 $26K
Gables Capital Management Inc. 0.01% No change 69 $25K
McClarren Financial Advisors, Inc. 0.02% New 361 $24K
Banque Cantonale Vaudoise 0.00% — 60 $22K
Tower View Wealth Management LLC 0.01% No change 59 $21K
Roxbury Financial LLC 0.02% No change 54 $21K
Fourth Dimension Wealth, LLC 0.01% No change 56 $20K
Raffa Wealth Management, LLC 0.00% No change 55 $20K
Clearstead Trust, LLC 0.00% No change 55 $20K
AllSquare Wealth Management LLC 0.01% No change 54 $19K
Ameriflex Group, Inc. 0.01% No change 53 $19K
Capital A Wealth Management, LLC 0.02% New 52 $19K
ARK Investment Management 0.00% Reduce -86.3% 52 $19K
Runnymede Capital Advisors, Inc. 0.02% Reduce -24.2% 50 $18K
Armor Investment Advisors, LLC 0.01% No change 50 $18K
Consultiva Wealth Management, Corp. 0.06% New 48 $17K
Y.D. More Investments Ltd 0.00% New 48 $17K
Flagship Wealth Advisors, LLC 0.01% No change 47 $17K
HighMark Wealth Management LLC 0.01% No change 43 $16K
Nemes Rush Group LLC 0.00% No change 43 $16K
Ogorek Anthony Joseph /NY/ 0.00% No change 39 $14K
Resources Management Corp. /CT/ 0.00% No change 37 $13K
Founders Capital Management 0.01% No change 36 $13K
Global Financial Private Client, LLC 0.00% No change 35 $13K
Wagner Wealth Management, LLC 0.00% No change 32 $12K
MPWM Advisory Solutions, LLC 0.01% Reduce -95.3% 31 $11K
Luminist Capital LLC 0.01% No change 30 $11K
Iron Horse Wealth Management, LLC 0.00% No change 30 $11K
Richards, Merrill & Peterson, Inc. 0.01% New 29 $10K
Physician Wealth Advisors, Inc. 0.00% No change 27 $10K
Dynamic Wealth Strategies, LLC 0.01% New 27 $10K
Atlas Capital Advisors Inc. 0.00% New 26 $9K
Putney Financial Group LLC 0.01% No change 25 $9K
Broadwater Capital Management LLC 0.01% No change 25 $9K
Red Tortoise LLC 0.00% Reduce -33.3% 22 $8K
Integrity Financial Corp 0.00% New 22 $8K
10Elms LLP 0.01% No change 22 $8K
Ridgewood Investments LLC 0.00% No change 21 $8K
First Community Trust NA 0.01% No change 20 $7K
Dunhill Financial, LLC 0.00% No change 20 $7K
Marshall & Sterling Wealth Advisors Inc. 0.00% New 19 $7K
Winch Advisory Services, LLC 0.00% No change 15 $5K
3Chopt Investment Partners, LLC 0.00% New 15 $5K
Wolverine Asset Management LLC 0.00% Reduce -99.3% 15 $5K
Hexagon Capital Partners LLC 0.00% No change 14 $5K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 13 $5K
Bangor Savings Bank 0.00% No change 10 $4K
Morgan Dempsey Capital Management LLC 0.00% New 9 $3K
1620 Investment Advisors, Inc. 0.00% No change 8 $3K
Lowe Wealth Advisors, LLC 0.00% No change 6 $2K
Park Square Financial Group, LLC 0.00% Reduce -20.0% 4 $1K
Concord Wealth Partners 0.00% No change 3 $1K
Tucker Asset Management LLC 0.00% Reduce -90.0% 2 $722

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