iShares Russell 1000 GrowthIWFETF

13F holders, Q2 2025 (June 30)
2,300holders +81
164new positions
76sold out
10famous investors
$424.44avg. 13F price*

At the end of Q2 2025, 2,300 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 81 from Q1 2025. 164 opened new positions and 76 sold out. The largest holders were Bank of America Corp. ($12.4B), Morgan Stanley ($11.6B) and Goldman Sachs Group Inc. ($4.1B). 10 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions164$396.0M
Exits76$919.1M

All 13F filers, Q1 2025 → Q2 2025: 7,114,855 shares bought and 11,397,301 shares sold, net −4,282,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,300 holders

Bank of America Corp. 1.00% Reduce -4.0% 29,219,044 $12.4B
Morgan Stanley 0.76% Add +9.9% 27,366,214 $11.6B
Goldman Sachs Group Inc. 0.66% Reduce -1.1% 9,580,184 $4.1B
FMR LLC 0.21% Reduce -7.1% 8,792,094 $3.7B
JPMorgan Chase & Co. 0.21% Add +6.0% 7,216,343 $3.1B
UBS Group AG 0.53% Reduce -4.7% 6,018,469 $2.6B
Envestnet Asset Management Inc. 0.65% Add +1.4% 5,285,390 $2.2B
Northern Trust Corp. 0.29% Reduce -1.2% 5,049,456 $2.1B
Wells Fargo & Company 0.40% Reduce -1.8% 4,309,234 $1.8B
LPL Financial LLC 0.49% Add +6.4% 3,489,415 $1.5B
Raymond James Financial Inc. 0.50% Add +0.1% 3,385,164 $1.4B
PNC Financial Services Group, Inc. 0.85% Add +0.4% 3,112,830 $1.3B
Baird Financial Group, Inc. 2.03% Add +15.8% 2,729,778 $1.2B
M&T Bank Corp 3.74% Add +1.1% 2,560,776 $1.1B
Truist Financial Corp. 1.31% Reduce -1.7% 2,105,585 $894.0M
Commonwealth Equity Services, LLC 1.18% Reduce -3.1% 2,104,704 $893.6M
Tiaa Trust, National Association 2.18% Reduce -2.5% 1,980,891 $837.6M
Signaturefd, LLC 13.04% Reduce -3.0% 1,799,924 $764.2M
Royal Bank of Canada 0.14% Add +5.2% 1,674,902 $711.1M
Ameriprise Financial Inc. 0.16% Reduce -5.5% 1,499,825 $637.4M
Circle Wealth Management, LLC 12.15% Reduce -0.1% 1,287,223 $546.5M
Cetera Investment Advisers 0.91% Add +1.4% 1,273,366 $540.6M
Stifel Financial Corp. 0.52% Reduce -5.6% 1,262,727 $536.1M
Synovus Financial Corp. 6.31% Add +1.1% 1,214,533 $515.7M
Bank of New York Mellon Corp 0.10% Reduce -0.6% 1,213,513 $515.2M
HighTower Advisors, LLC 0.62% Add +0.3% 1,170,425 $496.9M
Two Sigma Investments, LP 0.89% Add +7.1% 1,114,100 $473.0M
BlackRock, Inc. 0.01% Reduce -13.4% 1,056,047 $448.4M
US Bancorp \de 0.55% Reduce -2.0% 1,038,054 $440.7M
Nuveen, LLC 0.12% Reduce -14.2% 1,009,530 $428.6M
GLOBALT Investments LLC / GA 15.26% Reduce -3.0% 937,942 $398.2M
Cerity Partners LLC 0.67% Reduce -4.9% 884,860 $375.7M
Rockefeller Capital Management L.P. 0.81% Add +3.3% 864,802 $367.8M
CIBC Private Wealth Group LLC 0.61% Reduce -6.8% 807,501 $342.8M
Janney Montgomery Scott LLC 0.86% Reduce -2.2% 775,136 $329.1M
Focus Partners Wealth 0.70% Reduce -4.3% 756,869 $321.4M
Osaic Holdings, Inc. 0.55% Add +15.2% 726,290 $307.9M
Corient Private Wealth LP 0.39% Reduce -54.3% 692,276 $293.9M
Northwestern Mutual Wealth Management Co. 0.21% Add +4.3% 673,593 $286.0M
Prudential Financial Inc. 0.37% Reduce -7.6% 669,827 $284.4M
Citigroup Inc. 0.20% Add +4.4% 665,839 $282.7M
Choreo, LLC 3.90% Add +0.6% 658,277 $279.5M
Comerica Bank 1.07% Add +2.0% 650,888 $276.4M
NorthCoast Asset Management LLC 1.14% Reduce -1.0% 629,660 $267.3M
Waldron Private Wealth LLC 10.98% Add +0.4% 593,071 $251.8M
CHURCHILL MANAGEMENT Corp 2.68% Reduce -58.0% 581,381 $246.8M
Mariner, LLC 0.36% Add +2.8% 579,441 $246.0M
1ST Source Bank 13.20% Reduce -2.0% 563,612 $239.3M
Clearstead Advisors, LLC 3.33% Reduce -1.8% 558,416 $237.1M
MML Investors Services, LLC 0.61% Reduce -9.5% 499,599 $212.1M
Captrust Financial Advisors 0.45% Add +9.7% 476,161 $202.2M
Creative Planning 0.17% Add +1.0% 467,125 $198.3M
Regions Financial Corp. 1.37% Reduce -0.9% 467,049 $198.3M
Cresset Asset Management, LLC 0.99% Reduce -10.6% 463,128 $196.6M
Commerce Bank 1.14% Add +0.8% 456,075 $193.6M
Jones Financial Companies LLLP 0.14% Add +17.5% 436,446 $184.1M
Stairway Partners, LLC 10.31% Add +9.4% 428,014 $181.7M
Ieq Capital, LLC 1.11% Reduce -0.3% 427,907 $181.7M
Staley Capital Advisers Inc. 7.66% Add +0.1% 424,156 $180.1M
Wealth Enhancement Advisory Services, LLC 0.29% Reduce -1.3% 405,606 $173.7M
MAI Capital Management 1.18% Reduce -5.2% 398,651 $169.3M
Fifth Third Bancorp 0.58% Reduce -3.2% 396,411 $168.3M
Johnson Financial Group, Inc. 7.49% Add +5.4% 392,067 $166.5M
Mercer Global Advisors Inc. 0.36% Reduce -3.8% 375,463 $159.4M
D.A. Davidson & Co. 1.09% Add +0.3% 362,956 $154.1M
J.Safra Asset Management Corp 10.54% Add +4.8% 356,574 $151.4M
Oakworth Capital, Inc. 9.71% Add +0.4% 354,660 $150.6M
Cullen/Frost Bankers, Inc. 1.89% Reduce -3.3% 354,183 $150.4M
Silvercrest Asset Management Group LLC 1.00% Add +3.1% 349,293 $148.3M
Bank of Montreal 0.07% Reduce -1.6% 305,750 $129.8M
Avantax Advisory Services, Inc. 0.71% Add +3.4% 305,748 $129.8M
Lido Advisors, LLC 0.66% Add +39.5% 290,695 $123.4M
Confluence Wealth Services, Inc. 6.51% Add +3.9% 281,103 $119.4M
Private Advisor Group, LLC 0.63% Add +0.1% 275,165 $116.8M
Pathstone Holdings, LLC 0.46% Add +13.9% 321,419 $116.8M
Natixis Advisors, LLC 0.18% Reduce -52.8% 273,670 $116.2M
Moneta Group Investment Advisors LLC 1.37% Add +1.5% 270,073 $114.7M
Modera Wealth Management, LLC 1.41% Add +0.7% 268,453 $114.0M
Orion Porfolio Solutions, LLC 0.93% Reduce -7.3% 255,867 $108.6M
Simon Quick Advisors, LLC 5.48% Add +2.4% 254,851 $108.2M
Qalhat Capital Ltd 15.15% Add +10.5% 250,930 $106.5M
Blair William & Co. 0.29% Add +12.9% 249,093 $105.8M
Stephens Inc. 1.44% Add +1.3% 246,602 $104.8M
Steward Partners Investment Advisory, LLC 0.78% Add +1.4% 235,596 $100.0M
Bank of Nova Scotia 0.20% No change 229,000 $97.2M
HSBC Holdings PLC 0.06% Reduce -0.7% 228,169 $96.9M
Polen Capital Management LLC 0.29% Reduce -41.5% 225,609 $95.8M
Kensington Asset Management, LLC 7.21% New 224,830 $95.5M
Brown Advisory Inc. 0.12% Reduce -35.2% 221,168 $93.9M
Alliancebernstein L.P. 0.03% Add +5.6% 218,309 $92.7M
Wealthspire Advisors, LLC 0.52% Reduce -0.9% 218,300 $92.7M
Covenant Partners, LLC 27.62% Add +1.3% 217,944 $92.5M
Keybank National Association 0.34% Reduce -5.9% 217,498 $92.3M
Beacon Pointe Advisors, LLC 0.96% Add +1.0% 216,816 $92.1M
Bridges Investment Management Inc. 1.18% Reduce -3.7% 205,988 $87.5M
First Business Financial Services, Inc. 7.86% Reduce -0.2% 205,395 $87.2M
Cedar Mountain Advisors, LLC 17.97% Add +0.0% 203,692 $86.5M
Stephens Group Asset Management, LLC 6.04% Add +7.0% 197,650 $83.9M
Cambridge Investment Research Advisors, Inc. 0.25% Add +34.3% 194,548 $82.6M
Baker Avenue Asset Management, LP 2.35% Reduce -0.1% 194,267 $82.5M
NewEdge Advisors, LLC 0.42% Reduce -3.1% 189,594 $80.5M
Mesirow Financial Investment Management, Inc. 1.56% Reduce -1.3% 188,769 $80.2M
TruWealth Advisors, LLC 4.41% Add +2.3% 188,677 $80.1M
Graypoint LLC 4.50% Reduce -2.0% 188,271 $79.9M
EP Wealth Advisors, LLC 0.50% Add +1.0% 180,225 $76.5M
Pinnacle Financial Partners Inc 1.59% Reduce -0.4% 178,269 $75.7M
MV Capital Management, Inc. 7.64% Reduce -4.7% 174,992 $74.3M
BTG Pactual Asset Management US LLC 9.78% Reduce -4.0% 170,849 $72.5M
Equitable Holdings, Inc. 0.57% Reduce -15.5% 163,607 $69.5M
Ascent Wealth Partners, LLC 8.49% Reduce -3.1% 161,954 $68.8M
CX Institutional 2.33% Add +10.3% 157,447 $66.8M
Waverly Advisors, LLC 0.72% Reduce -0.1% 155,524 $66.0M
Kestra Advisory Services, LLC 0.31% Add +7.4% 151,533 $64.3M
FSA Wealth Management LLC 24.69% Reduce -0.5% 149,047 $63.3M
Capital Advisors, Ltd. LLC 7.72% Reduce -0.1% 147,458 $62.6M
Paulson Wealth Management Inc. 15.60% Add +1.7% 141,890 $60.2M
Rwa Wealth Partners, LLC 0.75% Add +58.3% 141,610 $60.1M
Sanctuary Advisors, LLC 0.36% Add +9.7% 138,292 $58.7M
Rodgers & Associates, LTD 6.34% Add +9.2% 135,890 $57.7M
Ellenbecker Investment Group 9.29% Add +7.6% 135,310 $57.5M
Thrivent Financial for Lutherans 0.13% Reduce -60.4% 134,261 $57.0M
Mission Wealth Management, LP 1.21% Reduce -2.0% 130,761 $55.5M
Cynosure Group, LLC 6.26% Add +0.0% 130,208 $55.3M
AMG National Trust Bank 1.44% Reduce -6.5% 128,978 $54.8M
Avidian Wealth Enterprises, LLC 2.21% Add +0.1% 128,270 $54.5M
Allworth Financial LP 0.26% Reduce -0.8% 125,825 $53.4M
Nadler Financial Group, Inc. 5.37% Reduce -3.6% 123,624 $52.5M
Summit Trail Advisors, LLC 0.90% New 123,353 $52.4M
Hantz Financial Services, Inc. 0.83% Reduce -7.0% 121,562 $51.6M
Marquette Asset Management, LLC 8.64% Reduce -0.1% 121,425 $51.6M
NewEdge Wealth, LLC 0.80% Add +1.7% 116,135 $51.4M
Relyea Zuckerberg Hanson LLC 6.00% Reduce -0.3% 120,556 $51.2M
Savant Capital, LLC 0.36% Add +12.7% 118,365 $50.3M
NorthRock Partners, LLC 1.31% Add +3.4% 118,040 $50.1M
Integrated Investment Consultants, LLC 9.64% Add +2.2% 115,552 $49.1M
Capstone Financial Advisors, Inc. 2.84% Add +0.1% 115,114 $48.9M
Badgley Phelps Wealth Managers, LLC 1.07% Add +5.2% 113,274 $48.1M
Johnson Investment Counsel Inc. 0.43% Add +14.9% 112,779 $47.9M
Baron Silver Stevens Financial Advisors, LLC 7.66% Reduce -1.8% 112,659 $47.8M
Midwest Trust Co 0.66% — 112,027 $47.6M
Oppenheimer & Co. Inc. 0.63% Add +14.6% 111,953 $47.5M
Allspring Global Investments Holdings, LLC 0.08% Reduce -41.5% 112,389 $47.2M
Flaharty Asset Management, LLC 6.45% Add +4.6% 110,986 $47.1M
First Horizon Advisors, Inc. 1.21% Reduce -1.1% 109,533 $46.5M
TD Private Client Wealth LLC 1.10% Reduce -17.6% 105,489 $44.8M
Prospera Financial Services Inc 0.83% Add +244.2% 105,008 $44.6M
E&G Advisors, LLC 11.49% Reduce -0.5% 104,518 $44.3M
RMR Wealth Builders 4.00% Reduce -0.4% 103,644 $44.0M
Hirtle & Co., LLC 1.86% Add +0.5% 103,343 $43.9M
Life Line Wealth Management LLC 14.17% Add +876.4% 103,037 $43.7M
AQR Capital Management 0.04% Add +41.4% 102,636 $43.6M
LBJ Family Wealth Advisors, Ltd. 25.22% Reduce -0.1% 102,098 $43.3M
Proathlete Wealth Management LLC 13.75% Add +43.7% 101,770 $43.2M
Sheridan Capital Management, LLC 29.68% Add +0.1% 101,366 $43.0M
Principal Financial Group Inc. 0.02% Reduce -41.1% 100,625 $42.7M
Kestra Private Wealth Services, LLC 0.61% Reduce -3.1% 100,535 $42.7M
RTD Financial Advisors, Inc. 5.38% Reduce -2.9% 99,033 $42.0M
Portfolio Strategies, Inc. 5.44% Reduce -0.6% 98,426 $41.8M
Berkshire Money Management, Inc. 4.36% Reduce -20.0% 97,528 $41.4M
Deutsche Bank AG 0.02% Add +0.2% 97,313 $41.3M
Bokf, NA 0.67% Reduce -0.5% 96,867 $41.1M
Newbrook Capital Advisors LP 5.14% Add +57.5% 95,988 $40.8M
Strategic Point Investment Advisors, LLC 6.22% Add +0.8% 95,063 $40.4M
Ameritas Advisory Services, LLC 2.10% Reduce -22.6% 94,750 $40.2M
Park Avenue Securities LLC 0.37% Add +8.0% 94,287 $40.0M
Accredited Investors Inc. 2.33% Reduce -2.5% 92,951 $39.5M
StoneX Group Inc. 1.90% Add +1.6% 92,085 $39.1M
JFS Wealth Advisors, LLC 2.43% Reduce -4.9% 89,833 $38.1M
Woodard & Co. Asset Management Group Inc. 6.91% Add +0.7% 88,614 $37.6M
BTC Capital Management, Inc. 3.04% Add +2.2% 87,812 $37.3M
Ascent Group, LLC 1.44% Reduce -4.6% 86,928 $36.9M
Cordatus Wealth Management LLC 8.90% Add +426.4% 85,259 $36.2M
Citadel Advisors 0.03% New 84,127 $35.7M
Bluesphere Advisors LLC 17.79% Add +1.1% 84,016 $35.7M
Cwm, LLC 0.13% Add +6.0% 83,867 $35.6M
Brighton Jones LLC 0.96% Reduce -1.3% 83,580 $35.5M
Parkside Financial Bank & Trust 3.78% Reduce -1.8% 82,574 $35.1M
United Capital Financial Advisors, LLC 0.28% Reduce -1.0% 82,263 $34.9M
Capital Advisors Wealth Management, LLC 5.48% Add +2.8% 82,157 $34.9M
Sanchez Wealth Management Group 8.38% Add +1.4% 81,818 $34.7M
XML Financial, LLC 2.99% Add +5.2% 81,135 $34.4M
Avantax Planning Partners, Inc. 1.09% Reduce -10.2% 81,050 $34.4M
Robertson Stephens Wealth Management, LLC 1.19% Reduce -15.5% 80,887 $34.3M
Callan Family Office, LLC 1.08% Add +24.0% 80,572 $34.2M
Simmons Bank 2.42% Reduce -3.7% 80,080 $34.0M
Fulton Bank, N.A. 1.22% Reduce -5.1% 78,106 $33.2M
Tsfg, LLC 5.97% Reduce -13.2% 77,754 $33.0M
American Century Companies Inc. 0.02% Reduce -79.3% 77,289 $32.8M
Saiph Capital, LLC 12.71% Reduce -11.7% 76,869 $32.6M
Caliber Wealth Management, LLC / KS 3.50% Add +739.9% 76,709 $32.6M
Ullmann Wealth Partners Group, LLC 3.85% Reduce -0.3% 76,674 $32.6M
Wellspring Financial Advisors, LLC 2.86% Reduce -4.8% 75,632 $32.1M
Highland Capital Management, LLC 1.74% Reduce -2.2% 75,590 $32.1M
HB Wealth Management, LLC 0.26% Add +1.8% 75,137 $31.9M
Smith, Moore & Co. 2.60% Add +4.2% 73,049 $31.0M
MetLife Investment Management, LLC 0.18% Reduce -4.1% 72,300 $30.7M
SCS Capital Management LLC 0.34% Add +0.1% 72,213 $30.7M
CW Advisors, LLC 0.29% Reduce -3.0% 71,209 $30.2M
Global Retirement Partners, LLC 0.74% — 70,764 $30.0M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -14.6% 70,247 $29.8M
Fort Washington Investment Advisors Inc. 0.17% Reduce -0.8% 70,159 $29.8M
Jasper Ridge Partners, L.P. 0.74% No change 69,729 $29.6M
B&D White Capital Company, LLC 4.49% New 69,461 $29.5M
Quantinno Capital Management LP 0.13% Add +62.1% 69,420 $29.5M
VestGen Advisors, LLC 1.17% Add +2.4% 69,367 $29.5M
Black Swift Group, LLC 5.91% Reduce -2.9% 68,945 $29.3M
Itau Unibanco Holding S.A. 1.10% New 68,130 $28.9M
Condor Capital Management 2.50% Add +1.3% 67,926 $28.8M
Ami Asset Management Corp. 1.63% Add +225.2% 67,154 $28.5M
PFW Advisors LLC 8.71% Reduce -3.5% 66,710 $28.3M
Ashton Thomas Private Wealth, LLC 0.99% Add +1.7% 66,366 $28.2M
Capital Planning Advisors, LLC 4.04% Reduce -5.2% 64,815 $27.5M
Corundum Group, Inc. 12.16% No change 64,778 $27.5M
Nwam LLC 1.60% Add +2.0% 63,552 $27.5M
Ryan Investment Management, Inc. 17.12% — 63,099 $26.8M
First Citizens Bank & Trust Co. 0.48% Reduce -1.5% 62,127 $26.4M
Fifth Third Wealth Advisors LLC 1.10% Add +0.5% 61,884 $26.3M
First Foundation Advisors 0.97% Reduce -11.8% 61,333 $26.0M
Country Club Bank 1.63% Reduce -8.0% 61,365 $25.9M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +150.6% 59,919 $25.4M
DT Investment Partners, LLC 2.25% No change 59,017 $25.1M
Allianz Asset Management GmbH 0.03% Add +72.1% 58,600 $24.9M
Sei Investments Co. 0.03% Add +174.8% 58,585 $24.9M
Evercore Wealth Management, LLC 0.38% Add +1.5% 58,225 $24.7M
Haverford Trust Co 0.23% Add +0.9% 58,215 $24.7M
Legacy Edge Advisors, LLC 3.28% Reduce -1.7% 57,856 $24.6M
Ballentine Partners, LLC 0.36% Reduce -0.3% 56,811 $24.1M
Jmac Enterprises LLC 5.12% Add +14.5% 56,323 $23.9M
Fifth Third Securities, Inc. 1.79% Reduce -3.5% 56,270 $23.9M
Wilmington Savings Fund Society, FSB 0.42% Reduce -4.8% 56,078 $23.8M
Summit Wealth Partners, LLC 4.54% Add +6.4% 56,061 $23.8M
Fidelis Capital Partners, LLC 2.17% Add +4.5% 53,685 $23.8M
Montag A & Associates Inc. 1.16% Reduce -0.5% 55,940 $23.8M
Wetzel Investment Advisors, Inc. 10.86% Add +27.6% 55,718 $23.7M
Visionary Wealth Advisors 1.20% Add +1.2% 55,118 $23.4M
Americana Partners, LLC 0.81% Add +377.5% 55,096 $23.4M
SlateStone Wealth, LLC 2.17% Reduce -4.2% 54,635 $23.2M
Atticus Wealth Management, LLC 6.22% Add +14.4% 54,260 $23.0M
Aptus Capital Advisors, LLC 0.23% Reduce -2.6% 53,998 $22.9M
Waterway Wealth Management, LLC 6.88% Add +161.2% 53,563 $22.7M
VAUGHAN & Co SECURITIES, INC. 12.95% Add +2.2% 53,176 $22.6M
GHP Investment Advisors, Inc. 1.00% Reduce -0.3% 53,109 $22.5M
McKinley Carter Wealth Services, Inc. 1.25% Reduce -0.9% 52,996 $22.5M
Kayne Anderson Rudnick Investment Management LLC 0.05% Reduce -10.5% 52,057 $22.1M
Roble, Belko & Company, Inc 3.21% No change 51,969 $22.1M
LWM Advisors Inc. 24.44% Reduce -1.2% 51,404 $21.8M
Spire Wealth Management 0.78% Reduce -1.1% 51,033 $21.7M
Venturi Wealth Management, LLC 1.06% Add +1103.8% 50,559 $21.5M
Curtis Advisory Group, LLC 5.39% Add +9.2% 50,552 $21.5M
Dorsey & Whitney Trust CO LLC 1.13% No change 50,341 $21.4M
Freestone Capital Holdings, LLC 0.73% Reduce -0.9% 50,338 $21.4M
Blodgett Wealth Advisors, LLC 16.38% Reduce -6.4% 49,234 $20.9M
Mather Group, Llc. 0.22% Reduce -2.2% 49,090 $20.8M
Whitegate Investment Counselors, Inc. 7.04% Reduce -1.0% 48,852 $20.7M
Claro Advisors Inc. 3.40% Reduce -19.9% 48,493 $20.6M
&partners 0.16% Add +28.5% 48,407 $20.5M
Winthrop Advisory Group LLC 1.98% Add +14.9% 48,256 $20.5M
STAR Financial Bank 12.75% Add +5.1% 47,349 $20.1M
Tradition Wealth Management, LLC 1.60% Reduce -0.4% 47,058 $20.0M
Bradley Foster & Sargent Inc. 0.31% Reduce -0.5% 46,872 $19.9M
Cooksen Wealth, LLC 15.88% Add +9.5% 46,557 $19.8M
Nestegg Advisors, Inc. 18.89% Add +0.7% 46,214 $19.6M
Ball & Co Wealth Management Inc. 20.73% Reduce -7.4% 45,828 $19.5M
Composition Wealth, LLC 0.32% Add +66.1% 45,525 $19.3M
Bison Wealth, LLC 1.52% Add +46.0% 45,129 $19.3M
Kelly Financial Group LLC 5.58% Add +10.8% 45,388 $19.3M
Westshore Wealth, LLC 7.33% Reduce -1.6% 44,896 $19.1M
Schneider Downs Wealth Management Advisors, LP 2.83% Add +4.6% 44,636 $19.0M
Retirement Income Solutions, Inc. 3.45% Reduce -4.1% 44,279 $18.8M
Sunburst Financial Group, LLC 4.21% No change 44,257 $18.8M
Brown Brothers Harriman & Co. 0.12% Reduce -2.0% 44,020 $18.7M
Neuberger Berman Group LLC 0.01% Add +101.3% 43,354 $18.4M
One Capital Management, LLC 0.63% Reduce -67.4% 43,134 $18.3M
Sonata Capital Group Inc. 7.24% Reduce -0.7% 42,700 $18.1M
Franklin Resources Inc. 0.00% Reduce -0.4% 42,620 $18.1M
Occidental Asset Management, LLC 2.48% Reduce -1.3% 42,349 $18.0M
Crescent Grove Advisors, LLC 1.74% Reduce -1.6% 42,327 $18.0M
Sagespring Wealth Partners, LLC 0.39% Reduce -3.5% 42,106 $17.9M
SVB Wealth LLC 0.95% New 41,877 $17.8M
Stillwater Capital Advisors, LLC 2.20% Reduce -0.1% 40,835 $17.3M
Keel Point, LLC 1.15% Reduce -0.1% 40,829 $17.3M
GTS Securities LLC 0.77% Add +530.6% 40,602 $17.2M
O'Brien Wealth Partners LLC 2.70% Reduce -2.4% 40,574 $17.2M
Sylvest Advisors, LLC 9.91% Add +2.8% 40,529 $17.2M
Clear Harbor Asset Management, LLC 1.29% Add +1.4% 40,323 $17.1M
Nvest Financial, LLC 8.89% Reduce -0.7% 40,215 $17.1M
OneDigital Investment Advisors LLC 0.19% Add +8.7% 40,193 $17.1M
Affiance Financial, LLC 3.46% Add +17.6% 40,099 $17.0M
National Bank of Canada 0.02% Add +2.2% 39,428 $16.7M
Choate Investment Advisors 0.36% Add +6.9% 39,380 $16.7M
Victory Capital Management Inc. 0.01% New 39,220 $16.7M
Accretive Wealth Partners, LLC 5.44% Add +3.9% 39,084 $16.6M
Compass Financial Group, Inc. 8.28% Reduce -0.7% 38,915 $16.5M
Arkadios Wealth Advisors 0.49% Reduce -3.8% 38,492 $16.3M
Great Valley Advisor Group, Inc. 0.36% Reduce -7.2% 37,842 $16.1M
Consolidated Portfolio Review Corp 2.22% Add +0.9% 37,739 $16.0M
Vanguard Group Inc. 0.00% Add +1.8% 37,589 $16.0M
Stratos Wealth Partners, LTD. 0.22% Reduce -7.4% 37,458 $15.9M
O'shaughnessy Asset Management, LLC 0.11% Add +1.9% 37,413 $15.9M
Citizens Financial Group Inc. 0.25% Add +1.5% 37,264 $15.8M
Newport Capital Group, LLC 10.68% Add +2.2% 37,093 $15.8M
Breakwater Capital Group 2.56% Add +0.9% 37,059 $15.7M
Prime Capital Investment Advisors, LLC 0.21% Reduce -9.6% 37,027 $15.7M
Susquehanna International Group, LLP 0.02% Add +1.9% 36,917 $15.7M
Summit Financial, LLC 0.35% Reduce -5.6% 36,749 $15.6M
Advisor OS, LLC 1.53% Reduce -22.5% 36,719 $15.6M
JMG Financial Group, Ltd. 0.47% Reduce -0.4% 36,500 $15.5M
Dakota Wealth Management 0.33% Reduce -0.4% 36,469 $15.5M
Objectivity Squared, LLC 10.58% Add +57.2% 36,237 $15.4M
BNP Paribas Financial Markets 0.01% Reduce -38.5% 36,197 $15.4M
Investment Partners, LTD. 5.81% Add +2.0% 36,184 $15.4M
Cary Street Partners Financial LLC 0.43% Reduce -5.1% 36,024 $15.3M
Pointe Capital Management LLC 7.87% Add +3.8% 35,719 $15.2M
Bessemer Group Inc. 0.02% Add +11.1% 35,143 $14.9M
Curi Capital, LLC 0.28% Reduce -42.8% 34,856 $14.8M
Intrepid Financial Planning Group LLC 6.19% Reduce -1.7% 34,673 $14.7M
HBK Sorce Advisory LLC 0.40% Reduce -4.6% 34,567 $14.7M
One Wealth Advisors, LLC 2.04% Reduce -1.3% 34,546 $14.7M
Flow Traders U.S. LLC 0.54% New 34,540 $14.7M
FDx Advisors, Inc. 4.47% Reduce -3.5% 34,483 $14.6M
Financial Engines Advisors L.L.C. 0.03% Add +10.5% 34,061 $14.5M
Procyon Advisors, LLC 1.36% Reduce -6.7% 33,934 $14.4M
MJP Associates Inc. 2.09% Reduce -22.7% 33,245 $14.1M
Denver Wealth Management, Inc. 5.80% Add +2.9% 33,022 $14.0M
Stonebridge Financial Group, LLC 1.33% Reduce -1.2% 32,185 $13.7M
RFG Advisory, LLC 0.32% Add +1.8% 32,165 $13.7M
IHT Wealth Management, LLC 0.37% Reduce -5.9% 32,031 $13.6M
West Bancorporation Inc. 8.54% Reduce -7.0% 31,855 $13.5M
Genesis Private Wealth, LLC 6.31% Reduce -0.7% 31,546 $13.4M
Narwhal Capital Management 1.07% Add +0.9% 31,350 $13.3M
Valeo Financial Advisors, LLC 0.32% Add +4.7% 32,272 $13.2M
Nottingham Advisors, Inc. 1.96% Reduce -3.7% 31,068 $13.2M
Finley Financial, LLC 6.58% Reduce -4.5% 30,815 $13.1M
Brand Asset Management Group, Inc. 4.80% Reduce -3.0% 30,293 $12.9M
Compound Planning, Inc. 0.48% Reduce -18.2% 29,983 $12.7M
Simplicity Wealth,LLC 0.53% Add +36.7% 29,785 $12.6M
Sage Financial Group Inc. 0.92% Reduce -0.1% 29,307 $12.4M
FMA Wealth Management, LLC 9.21% Reduce -7.6% 29,302 $12.4M
GM Advisory Group, LLC 0.61% Reduce -0.2% 29,116 $12.4M
Parallel Advisors, LLC 0.25% Add +2.2% 28,937 $12.3M
Pacific Sage Partners, LLC 2.43% Add +11.1% 28,860 $12.3M
Atria Investments, Inc 0.14% Reduce -31.5% 28,738 $12.2M
BCGM Wealth Management, LLC 3.44% Reduce -2.5% 28,705 $12.2M
IMS Capital Management 5.68% Reduce -1.4% 28,611 $12.1M
Integrated Wealth Concepts LLC 0.12% Reduce -1.9% 28,610 $12.1M
Connecticut Wealth Management, LLC 0.58% Reduce -0.1% 28,604 $12.1M
Grove Bank & Trust 1.51% Add +6.3% 28,431 $12.1M
Brickley Wealth Management 2.35% Reduce -1.4% 28,333 $12.0M
Epiq Partners, LLC 6.38% Reduce -6.2% 28,272 $12.0M
Clientfirst Wealth Management, LLC 12.26% No change 28,264 $12.0M
Congress Asset Management Co. 0.08% Reduce -77.0% 28,109 $11.9M
Total Wealth Planning, LLC 1.50% Add +296.4% 27,951 $11.9M
Flynn Zito Capital Management, LLC 4.97% Add +1.4% 27,787 $11.8M
Hardy Reed LLC 0.95% No change 27,784 $11.8M
Whittier Trust Co. 0.14% Add +0.1% 27,344 $11.6M
Sowell Financial Services LLC 0.47% Add +0.5% 27,341 $11.6M
Rhumbline Advisers 0.01% Reduce -48.0% 27,128 $11.5M
Flputnam Investment Management Co. 0.20% Reduce -4.0% 27,070 $11.5M
American Institute for Advanced Investment Management, LLP 8.11% Add +0.8% 27,005 $11.5M
Apella Capital, LLC 0.31% Reduce -15.3% 26,953 $11.5M
American State Bank (Iowa) 6.26% Add +19.3% 26,612 $11.3M
Xponance LLC 0.09% Add +104.9% 26,555 $11.3M
Lebenthal Global Advisors, LLC 2.10% Reduce -17.9% 26,487 $11.2M
Highland Financial Advisors, LLC 3.59% Reduce -0.5% 26,364 $11.2M
Gilliland Jeter Wealth Management LLC 3.64% Add +0.4% 26,352 $11.2M
Busey Bank 0.34% Reduce -3.9% 26,229 $11.1M
Advisory Services Network, LLC 0.18% Add +2.3% 25,280 $11.1M
Beirne Wealth Consulting Services, LLC 3.60% Add +295.2% 26,144 $11.1M
SG Americas Securities, LLC 0.05% Reduce -26.0% 26,083 $11.1M
Tobias Financial Advisors, Inc. 1.89% Add +0.8% 26,073 $11.1M
Meritage Portfolio Management 0.69% Reduce -2.9% 25,698 $10.9M
Winslow Capital Management, LLC 0.04% Reduce -65.5% 25,667 $10.9M
Argent Trust Co 0.41% Add +1.1% 25,626 $10.9M
2UniFi Bank 6.17% Add +32.9% 25,585 $10.9M
Oldfather Financial Services, LLC 3.73% Reduce -0.7% 25,547 $10.8M
Arbor Investment Advisors, LLC 1.38% Reduce -0.0% 25,338 $10.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.18% Reduce -2.1% 25,336 $10.8M
J.W. Cole Advisors, Inc. 0.23% Add +21.1% 25,303 $10.7M
Blue Trust, Inc. 0.13% Add +9.9% 25,252 $10.7M
Olympus Wealth Management, LLC 3.60% Add +23.3% 25,223 $10.7M
Arcadia Wealth Management, LLC 4.67% Add +3.2% 25,184 $10.7M
Allen Investment Management, LLC 0.12% No change 25,154 $10.7M
Peapack Gladstone Financial Corp. 0.15% Add +14.7% 24,751 $10.5M
AlTi Global, Inc. 0.26% Add +9.4% 24,610 $10.5M
White Lighthouse Investment Management Inc. 1.69% Add +5.0% 24,505 $10.4M
Venture Visionary Partners LLC 0.39% Add +0.3% 24,473 $10.4M
FLC Capital Advisors 2.14% Reduce -6.4% 24,346 $10.3M
Oppenheimer Asset Management Inc. 0.12% Reduce -19.6% 24,320 $10.3M
Ballast, Inc. 2.70% Reduce -3.8% 24,318 $10.3M
Sapient Capital LLC 0.18% Reduce -3.9% 24,176 $10.3M
Conning Inc. 0.37% No change 24,087 $10.2M
ARK & TLK Investments, LLC 3.28% No change 24,039 $10.2M
Barclays PLC 0.00% Add +2442.3% 24,025 $10.2M
Global Strategic Investment Solutions, LLC 1.09% Reduce -0.1% 24,007 $10.2M
Presper Financial Architects, LLC 7.55% — 23,895 $10.1M
Stevens Capital Partners 3.63% Add +31.0% 22,844 $10.1M
Coldstream Capital Management Inc. 0.16% Add +3.6% 23,750 $10.1M
Truepoint, Inc. 0.25% Reduce -3.3% 23,673 $10.1M
Paladin Advisory Group, LLC 7.65% Reduce -1.1% 23,589 $10.0M
Ethos Financial Group, LLC 0.85% Reduce -55.4% 23,295 $9.9M
Paragon Financial Partners, Inc. 6.72% Add +0.1% 23,182 $9.8M
Pettinga Financial Advisors LLC 2.15% Reduce -0.6% 23,134 $9.8M
Eukles Asset Management 4.01% Reduce -1.0% 23,110 $9.8M
Matrix Asset Advisors Inc. 0.99% Add +10.3% 22,995 $9.8M
Holistic Financial Partners 4.26% Reduce -0.1% 22,943 $9.7M
Chicago Wealth Management, Inc. 4.63% Reduce -0.1% 22,867 $9.7M
Patten Group, Inc. 2.04% Reduce -2.1% 22,744 $9.7M
Loomis Sayles & Co. L P 0.01% No change 22,626 $9.6M
Diversified Trust Co. 0.21% Reduce -5.6% 22,595 $9.6M
Focus Partners Advisor Solutions, LLC 0.13% Reduce -19.8% 22,540 $9.6M
Farther Finance Advisors, LLC 0.19% Add +18.2% 22,481 $9.5M
Bryn Mawr Trust Advisors, LLC 0.52% Add +1.9% 22,478 $9.5M
Snowden Capital Advisors LLC 0.28% Reduce -2.3% 22,420 $9.5M
Willis Johnson & Associates, Inc. 0.65% Add +4.3% 22,419 $9.5M
Mill Creek Capital Advisors, LLC 0.21% Reduce -0.1% 22,411 $9.5M
Community Bank, N.A. 1.25% Reduce -0.4% 22,408 $9.5M
Sound View Wealth Advisors Group, LLC 0.70% Add +0.9% 22,351 $9.5M
Arete Wealth Advisors, LLC 0.67% Reduce -23.0% 22,284 $9.5M
Western Wealth Management, LLC 0.56% Add +1.6% 22,261 $9.5M
Sequoia Financial Advisors, LLC 0.06% Reduce -5.4% 22,228 $9.4M
Berkshire Asset Management LLC 0.43% Add +0.0% 22,112 $9.4M
Cresta Advisors, Ltd. 4.57% Reduce -2.0% 22,089 $9.4M
Fiduciary Trust Co 0.12% Add +7.3% 22,032 $9.4M
UMB Bank, n.a. 0.14% Reduce -26.1% 21,912 $9.3M
Bleakley Financial Group, LLC 0.24% Add +5.8% 21,908 $9.3M
NTV Asset Management LLC 1.11% Reduce -0.8% 21,904 $9.3M
Ancora Advisors LLC 0.19% Reduce -0.3% 21,745 $9.2M
SOA Wealth Advisors, LLC. 1.66% Reduce -0.6% 21,392 $9.1M
Wealthcare Advisory Partners LLC 0.21% Add +27.8% 21,336 $9.1M
Rebalance, LLC 0.61% Add +2.9% 21,318 $9.1M
Aaron Wealth Advisors LLC 0.92% No change 21,188 $9.0M
Watts Gwilliam & Co., LLC 1.48% Reduce -7.4% 19,375 $9.0M
Jennison Associates LLC 0.01% Reduce -78.4% 21,025 $8.9M
1900 Wealth Management LLC 0.67% Reduce -1.1% 20,799 $8.8M
Pitcairn Co. 0.58% Reduce -5.6% 20,764 $8.8M
Stock Yards Bank & Trust Co. 0.29% Reduce -1.5% 20,601 $8.7M
Frederick Financial Consultants, LLC 5.42% Reduce -0.3% 20,549 $8.7M
Quest Investment Management LLC 0.96% Add +0.2% 20,537 $8.7M
St. Louis Trust Co 1.16% No change 20,451 $8.7M
Summit Investment Advisors, Inc. 7.14% Add +0.9% 20,053 $8.7M
American Trust 0.81% Add +8.6% 20,248 $8.6M
Axxcess Wealth Management, LLC 0.21% Reduce -0.0% 20,119 $8.5M
Sax Wealth Advisors, LLC 0.51% Add +55.6% 20,010 $8.5M
CFM Wealth Partners LLC 1.35% Add +5.7% 20,008 $8.5M
Kingsview Wealth Management, LLC 0.14% Reduce -2.0% 19,991 $8.5M
Ruggaard & Associates LLC 3.40% Reduce -3.4% 19,943 $8.5M
Jackson Wealth Management, LLC 0.92% New 19,941 $8.5M
Old National Bancorp 0.15% Add +8.4% 19,896 $8.4M
Mutual Advisors, LLC 0.21% Reduce -0.0% 19,192 $8.4M
Landaas & Co. /Wi 2.01% Add +0.5% 19,824 $8.4M
Sepio Capital, LP 0.60% Add +0.7% 19,821 $8.4M
Apollon Wealth Management, LLC 0.17% Reduce -0.8% 19,745 $8.4M
Pure Financial Advisors, LLC 0.15% Add +99.6% 19,738 $8.4M
Bawa N Mallick Trust 3.43% No change 19,550 $8.3M
Quent Capital, LLC 0.80% Reduce -4.9% 19,430 $8.2M
Bay Capital Advisors, LLC 6.24% Add +17.2% 19,292 $8.2M
Opes Wealth Management LLC 1.45% Add +14.6% 19,266 $8.2M
Linscomb Wealth, Inc. 0.38% Reduce -6.7% 19,242 $8.2M
Zuckerman Investment Group, LLC 0.79% Add +20.5% 19,134 $8.1M
Market Street Wealth Management Advisors LLC 1.32% Reduce -3.3% 19,114 $8.1M
Northstar Group, Inc. 1.31% Reduce -2.9% 19,054 $8.1M
Perigon Wealth Management, LLC 0.19% Add +15.6% 19,037 $8.1M
Apexium Financial, LP 0.43% Add +1.4% 19,014 $8.1M
McAdam, LLC 0.44% Add +81.3% 19,000 $8.1M
Rothschild Investment LLC 0.51% Reduce -3.7% 18,979 $8.1M
Legal & General Group Plc 0.00% Reduce -6.3% 18,994 $8.0M
Cyndeo Wealth Partners, LLC 0.48% Add +8.3% 18,871 $8.0M
T. Rowe Price Associates Inc. 0.00% Reduce -97.6% 18,840 $8.0M
Rehmann Capital Advisory Group 0.48% Add +4.9% 18,782 $8.0M
Gerber Kawasaki Wealth & Investment Management 0.31% Add +1497.0% 18,733 $8.0M
Breed's Hill Capital LLC 3.83% Reduce -1.5% 18,724 $7.9M
Oarsman Capital, Inc. 1.24% Reduce -5.2% 18,649 $7.9M
New England Private Wealth Advisors LLC 1.16% Add +5.3% 17,987 $7.9M
CENTRAL TRUST Co 0.18% Reduce -0.6% 18,640 $7.9M
Provenance Wealth Advisors, LLC 1.13% Reduce -12.1% 18,598 $7.9M
Alesco Advisors, LLC, An ESL Co 0.23% No change 18,428 $7.8M
TCW Group Inc. 0.06% New 18,290 $7.8M
Millennium Management 0.01% Add +592.4% 18,273 $7.8M
Counterweight Ventures, LLC 5.06% Add +3.7% 18,262 $7.8M
Cornerstone Advisory, LLC 0.83% Reduce -1.8% 18,173 $7.7M
Next Capital Management LLC 2.85% Reduce -1.0% 18,167 $7.7M
Potentia Wealth 4.39% Reduce -5.3% 18,124 $7.7M
Monument Capital Management 2.00% Add +0.8% 18,069 $7.7M
Partnership Wealth Management, LLC 6.21% Add +5.4% 18,058 $7.7M
TPG Financial Advisors, LLC 3.06% Reduce -19.2% 18,030 $7.7M
Mycio Wealth Partners, LLC 1.76% Add +1.6% 17,927 $7.6M
Garde Capital, Inc. 0.41% Reduce -0.4% 17,924 $7.6M
ICONIQ Capital, LLC 0.13% Reduce -8.3% 17,836 $7.6M
Certuity, LLC 0.71% Reduce -4.8% 17,808 $7.6M
TFO Wealth Partners, LLC 1.33% Add +0.0% 17,767 $7.5M
Indiana Trust & Investment Management Co 2.48% Reduce -0.3% 17,678 $7.5M
Altus Wealth Group LLC 3.32% Reduce -0.2% 17,666 $7.5M
Personal Cfo Solutions, LLC 1.37% Add +392.4% 17,500 $7.4M
Smith & Howard Wealth Management, LLC 1.88% Reduce -4.8% 17,497 $7.4M
City Holding Co. 0.97% Reduce -3.1% 17,414 $7.4M
Three Bridge Wealth Advisors, LLC 1.95% Reduce -1.8% 17,386 $7.4M
Next Level Private LLC 2.40% Reduce -0.0% 17,372 $7.4M
OMNI 360 Wealth, Inc. 4.58% Reduce -0.1% 17,356 $7.4M
Dimension Capital Management LLC 1.15% Reduce -4.1% 17,335 $7.4M
Sustainable Growth Advisers, LP 0.04% Reduce -7.0% 17,256 $7.3M
Merit Financial Group, LLC 0.08% Add +3.6% 17,245 $7.3M
Waddell & Associates, LLC 0.78% New 17,233 $7.3M
CJM Wealth Advisers, Ltd. 2.41% Reduce -3.6% 17,060 $7.2M
Harbour Capital Advisors, LLC 1.53% Reduce -5.5% 17,102 $7.2M
Financial Advisors, LLC 1.34% No change 16,914 $7.2M
Tanglewood Legacy Advisors, LLC 2.94% Add +0.8% 16,896 $7.2M
Cornerstone Planning Group LLC 1.45% Add +4.9% 16,311 $7.1M
Gladstone Institutional Advisory LLC 0.29% Reduce -4.3% 16,667 $7.1M
Tolleson Wealth Management, Inc. 1.21% Reduce -1.7% 16,627 $7.1M
Central Valley Advisors, LLC 2.38% Reduce -30.2% 16,484 $7.0M
IFG Advisory, LLC 0.35% Add +6.0% 16,409 $7.0M
EPG Wealth Management LLC 2.09% Reduce -7.9% 16,381 $7.0M
DHJJ Financial Advisors, Ltd. 2.51% Reduce -1.2% 16,342 $6.9M
Dixon Fnancial Services, Inc. 3.49% No change 16,286 $6.9M
Pinnacle Associates Ltd. 0.10% Reduce -6.1% 16,207 $6.9M
Fidelity D & D Bancorp Inc. 4.19% Add +20.7% 16,106 $6.8M
First Western Trust Bank 0.31% Reduce -6.8% 16,068 $6.8M
FineMark National Bank & Trust 0.23% Reduce -0.9% 15,977 $6.8M
AlphaCore Capital LLC 0.25% Add +10.5% 15,748 $6.7M
Lowe Brockenbrough & Co. Inc. 0.38% Add +1.2% 15,738 $6.7M
SOL Capital Management CO 0.65% Add +63.1% 15,737 $6.7M
Nicolet Bankshares Inc. 1.15% Reduce -0.3% 15,719 $6.7M
Forvis Mazars Wealth Advisors, LLC 0.14% Add +5.8% 15,590 $6.6M
Apriem Advisors 0.70% Add +0.4% 15,554 $6.6M
Embree Financial Group 0.99% Add +0.1% 15,550 $6.6M
Cornerstone Advisors Asset Management, LLC 1.27% Add +6.8% 15,481 $6.6M
Sigma Planning Corp 0.20% Reduce -5.0% 15,467 $6.6M
Gotham Asset Management 0.04% Add +486.6% 15,464 $6.6M
Summit Wealth Group LLC / Co. 1.64% — 15,382 $6.5M
Level Four Advisory Services, LLC 0.24% Add +46.8% 15,289 $6.5M
NovaPoint Capital, LLC 1.99% Add +1.5% 15,287 $6.5M
AE Wealth Management LLC 0.05% Add +38.6% 15,264 $6.5M
Canal Capital Management, LLC 1.01% Add +0.1% 15,135 $6.4M
Mathes Company, Inc. 2.37% No change 14,950 $6.3M
Colorado Capital Management, Inc. 2.71% Reduce -4.0% 14,919 $6.3M
Sovran Advisors, LLC 0.66% Add +173.3% 14,773 $6.3M
Flagstar Securities, Inc. 1.73% Reduce -3.8% 14,715 $6.2M
Talisman Wealth Advisors LLC 5.69% Add +0.1% 14,673 $6.2M
Leigh Baldwin & Co., LLC 4.10% Add +32.5% 14,673 $6.2M
Avity Investment Management Inc. 0.46% Reduce -1.8% 14,561 $6.2M
Leavell Investment Management, Inc. 0.27% Add +24.1% 14,359 $6.1M
Sanders Morris Harris LLC 1.46% Reduce -12.9% 14,358 $6.1M
Strategic Family Wealth Counselors, L.L.C. 1.73% Reduce -1.5% 14,339 $6.1M
Associated Banc-Corp 0.17% Add +23.8% 14,298 $6.1M
Osborne Partners Capital Management, LLC 0.32% Reduce -0.2% 14,295 $6.1M
Lowery Thomas, LLC 3.88% Add +0.1% 14,265 $6.1M
Opus Capital Group, LLC 0.72% Add +380.9% 14,221 $6.0M
Forum Financial Management, LP 0.09% Reduce -8.2% 14,088 $6.0M
Prosperity Consulting Group, LLC 0.43% Add +2.7% 13,978 $5.9M
Monetary Management Group Inc. 1.45% Reduce -0.5% 13,911 $5.9M
Dynamic Financial Group 5.66% Reduce -2.8% 13,823 $5.9M
CreativeOne Wealth, LLC 0.15% Add +5.9% 13,443 $5.7M
Townsquare Capital LLC 0.56% Reduce -55.1% 13,431 $5.7M
Widmann Financial Services, Inc. 3.97% Add +4.1% 13,398 $5.7M
MidAtlantic Capital Management, Inc. 4.02% Reduce -0.5% 13,344 $5.7M
Calamos Wealth Management LLC 0.24% Add +14.2% 13,266 $5.6M
IFP Advisors, Inc 0.16% Add +10.2% 13,265 $5.6M
Harbor Investment Advisory, LLC 0.50% Add +0.1% 13,240 $5.6M
Foundation Wealth Management, LLC\PA 2.43% Reduce -0.1% 13,237 $5.6M
Amplius Wealth Advisors, LLC 0.52% Add +1.6% 13,202 $5.6M
Serenus Wealth Advisors, LLC 0.95% Reduce -4.7% 13,179 $5.6M
Stage Harbor Financial, LLC 4.52% Reduce -26.4% 13,100 $5.6M
Ellis Investment Partners, LLC 1.08% Reduce -5.6% 13,053 $5.5M
Valmark Advisers, Inc. 0.08% Reduce -2.2% 12,963 $5.5M
Hilltop Holdings Inc. 0.35% Add +6.7% 12,928 $5.5M
JSF Financial, LLC 1.30% Reduce -2.6% 12,902 $5.5M
Tower Research Capital LLC (TRC) 0.15% New 12,862 $5.5M
CPC Advisors, LLC 0.68% Reduce -0.3% 12,781 $5.4M
Heck Capital Advisors, LLC 0.47% Reduce -17.2% 12,769 $5.4M
Icon Wealth Advisors, LLC 0.39% Reduce -0.6% 12,743 $5.4M
Alta Wealth Advisors LLC 2.55% Add +0.2% 12,735 $5.4M
Dynamic Advisor Solutions LLC 0.17% Reduce -8.2% 12,712 $5.4M
Estate Counselors, LLC 0.53% Add +395.9% 12,701 $5.4M
Sage Mountain Advisors LLC 0.35% Add +10.1% 12,651 $5.4M
Essex Financial Services, Inc. 0.35% Add +3.3% 12,623 $5.4M
Eagle Strategies LLC 0.81% Reduce -0.4% 12,591 $5.3M
Total Clarity Wealth Management, Inc. 1.53% Reduce -19.1% 12,547 $5.3M
Joel Isaacson & Co., LLC 0.22% Add +7.8% 12,538 $5.3M
Lanark Financial, Inc. 0.43% Reduce -1.3% 12,453 $5.3M
MTM Investment Management, LLC 1.78% Add +1.1% 12,448 $5.3M
Topel & Distasi Wealth Management, LLC 2.77% Reduce -43.2% 12,444 $5.3M
Cassaday & Co Wealth Management LLC 0.13% No change 12,403 $5.3M
Cornerstone Wealth Advisors, Inc. 1.36% Reduce -2.4% 12,379 $5.3M
Beam Wealth Advisors, Inc. 1.57% Reduce -20.0% 12,370 $5.3M
Cadence Bank 0.35% Reduce -0.3% 12,349 $5.2M
Bollard Group LLC 0.12% Add +0.1% 12,330 $5.2M
Main Street Financial Solutions, LLC 0.38% Add +4.0% 12,307 $5.2M
Vestmark Advisory Solutions, Inc. 0.07% New 12,218 $5.2M
Pinnacle Wealth Planning Services, Inc. 0.68% Add +23.8% 12,207 $5.2M
Intrua Financial, LLC 0.74% Reduce -0.8% 12,174 $5.2M
City National Bank of Florida 3.76% Reduce -1.4% 12,163 $5.2M
Avior Wealth Management, LLC 0.18% Add +1.3% 12,130 $5.1M
Affinity Capital Advisors, LLC 0.88% No change 12,083 $5.1M
Silver Oak Securities, Incorporated 0.43% Add +127.7% 12,050 $5.1M
Janus Henderson Group PLC 0.00% Add +1.3% 12,044 $5.1M
True North Advisors, LLC 0.98% Reduce -15.5% 12,019 $5.1M
W Advisors, LLC 2.92% No change 12,010 $5.1M
Valley Forge Investment Consultants Inc. Adv 1.62% Reduce -1.3% 11,898 $5.1M
Eldridge Investment Advisors, Inc. 1.05% Add +0.6% 11,880 $5.0M
Atria Wealth Solutions, Inc. 0.11% Reduce -84.3% 11,858 $5.0M
Summa Corp. 2.61% Add +1383.3% 11,837 $5.0M
Foster Dykema Cabot & Partners, LLC 0.35% Reduce -0.3% 11,795 $5.0M
Verdence Capital Advisors LLC 0.34% Reduce -2.1% 11,760 $5.0M
Disciplined Investments, LLC 2.11% Add +0.1% 11,755 $5.0M
Marshall Financial Group Inc. 1.49% Add +0.0% 11,737 $5.0M
Crestwood Advisors Group, LLC 0.09% Reduce -2.4% 11,721 $5.0M
Okabena Investment Services Inc. 1.10% No change 11,701 $5.0M
Stonegate Investment Group, LLC 0.12% Reduce -1.2% 11,554 $4.9M
Vance Wealth, LLC 1.63% Add +78.4% 11,398 $4.8M
Laird Norton Wetherby Wealth Management, LLC 0.21% — 11,363 $4.8M
Brookstone Capital Management 0.06% Add +7.4% 11,360 $4.8M
B. Riley Wealth Advisors, Inc. 0.23% Reduce -61.2% 11,328 $4.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 11,325 $4.8M
Stonebridge Capital Advisors LLC 0.36% Add +4.2% 11,318 $4.8M
True Link Financial Advisors, LLC 0.33% No change 11,308 $4.8M
Summit Wealth & Retirement Planning, Inc. 1.28% Reduce -1.6% 11,201 $4.8M
Verum Partners LLC 1.09% Reduce -1.3% 11,152 $4.7M
DSG Capital Advisors, LLC 0.84% No change 11,140 $4.7M
Great Lakes Advisors, LLC 0.04% Reduce -11.8% 11,118 $4.7M
Centennial Bank 1.97% Add +25.3% 11,074 $4.7M
Wesbanco Bank Inc. 0.14% Reduce -2.2% 11,020 $4.7M
Private Trust Co. NA 0.45% Reduce -7.9% 11,012 $4.7M
Sigma Investment Counselors Inc. 0.26% Reduce -3.0% 10,928 $4.6M
Clarius Group, LLC 0.27% Reduce -0.3% 10,928 $4.6M
Quantum Portfolio Management LLC 2.20% Add +1.1% 10,880 $4.6M
Integrated Advisors Network LLC 0.21% Reduce -7.0% 10,868 $4.6M
Hancock Whitney Corp. 0.09% Add +148.2% 10,867 $4.6M
McCarthy Asset Management, Inc. 3.13% Reduce -1.4% 10,838 $4.6M
Paces Ferry Wealth Advisors, LLC 2.11% Add +0.0% 10,830 $4.6M
Saxon Interests, Inc. 2.13% No change 12,635 $4.6M
BBR Partners, LLC 0.28% Add +13.0% 10,719 $4.6M
Clarion Wealth Managment Partners, LLC 4.97% — 10,697 $4.5M
Key Financial Inc 0.91% Add +0.4% 10,606 $4.5M
Etesian Wealth Advisors, Inc. 1.68% Reduce -1.0% 10,603 $4.5M
Atlas Brown,Inc. 1.44% Reduce -1.6% 10,598 $4.5M
Monograph Wealth Advisors, LLC 0.55% Add +23.4% 10,597 $4.5M
Segment Wealth Management, LLC 0.28% No change 10,534 $4.5M
Equitable Trust Co. 0.22% Reduce -9.9% 10,529 $4.5M
Macquarie Group Ltd. 0.01% Reduce -15.1% 10,516 $4.5M
Legacy Financial Group, Inc. 1.32% Add +1.3% 10,487 $4.5M
Cornerstone Wealth Group, LLC 0.33% Reduce -3.3% 10,458 $4.4M
GAMMA Investing LLC 0.28% Add +7.3% 10,453 $4.4M
SilverOak Wealth Management LLC 0.83% Add +0.1% 10,390 $4.4M
Thompson Siegel & Walmsley LLC 0.07% No change 10,304 $4.4M
Davis R M Inc. 0.08% Reduce -0.1% 10,262 $4.4M
Northeast Financial Consultants Inc 0.18% Reduce -0.0% 10,255 $4.4M
Tandem Financial, LLC 4.09% Reduce -46.0% 10,251 $4.4M
Central Pacific Bank - Trust Division 0.58% Reduce -1.8% 10,204 $4.3M
Transcend Capital Advisors, LLC 0.34% Add +59.8% 10,183 $4.3M
Chicago Partners Investment Group LLC 0.12% Reduce -6.5% 9,877 $4.3M
Adirondack Trust Co. 1.56% Add +6.7% 10,136 $4.3M
Goodman Financial Corp 0.86% No change 10,117 $4.3M
Mainstream Capital Management LLC 3.12% Reduce -1.8% 10,111 $4.3M
Evanson Asset Management, LLC 0.27% Reduce -0.0% 10,096 $4.3M
Aspiriant, LLC 0.13% Add +1.1% 9,996 $4.2M
WealthShield Partners, LLC 0.51% Add +1.5% 9,977 $4.2M
PAX Financial Group, LLC 0.81% Reduce -4.4% 9,972 $4.2M
Enclave Advisors LLC 0.68% No change 9,913 $4.2M
Founders Financial Alliance, LLC 0.95% Reduce -2.2% 9,851 $4.2M
AdvisorNet Financial, Inc 0.27% Reduce -34.0% 9,850 $4.2M
Diversified Portfolios, Inc. 0.40% Reduce -2.8% 9,846 $4.2M
Flagship Harbor Advisors, LLC 0.20% Reduce -6.7% 9,846 $4.2M
Zacks Investment Management 0.04% Reduce -11.3% 9,801 $4.2M
First National Trust Co 0.16% Add +13.3% 9,793 $4.2M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -2.0% 9,777 $4.2M
Sierra Capital LLC 0.48% No change 9,718 $4.1M
Mosaic Family Wealth Partners, LLC 0.53% Reduce -0.9% 9,713 $4.1M
KMG Fiduciary Partners, LLC 0.30% Reduce -0.3% 9,695 $4.1M
Angeles Wealth Management, LLC 0.28% Add +7.1% 9,666 $4.1M
Guidance Point Advisors, LLC 1.09% Reduce -0.1% 9,658 $4.1M
Willner & Heller, LLC 3.45% Reduce -9.0% 9,640 $4.1M
Fiduciary Wealth Partners, LLC 3.83% New 9,589 $4.1M
Exencial Wealth Advisors, LLC 0.14% Add +18.5% 9,548 $4.1M
Family Capital Management, Inc. 2.12% Reduce -0.1% 9,524 $4.0M
Capital Asset Advisory Services LLC 0.19% Add +0.1% 9,614 $4.0M
Foundations Investment Advisors, LLC 0.06% Reduce -77.2% 9,438 $4.0M
Hillcrest Wealth Advisors - NY, LLC 1.87% Reduce -1.3% 9,355 $4.0M
Wharton Business Group, LLC 0.17% Add +0.7% 9,349 $4.0M
World Investment Advisors 0.09% Add +13.0% 9,327 $4.0M
Sendero Wealth Management, LLC 0.49% Reduce -2.5% 9,325 $4.0M
KDK Private Wealth Management, LLC 4.23% Add +0.0% 9,311 $4.0M
Mayport, LLC 0.95% No change 9,300 $3.9M
Courier Capital LLC 0.24% Add +1.2% 9,271 $3.9M
Orser Capital Management, LLC 2.79% Add +125.5% 9,232 $3.9M
Centerpoint Advisory Group 3.40% Reduce -4.1% 9,228 $3.9M
Stonebridge Financial Planning Group, LLC 1.63% Reduce -3.1% 9,194 $3.9M
GenWealth Group, Inc. 0.79% Reduce -0.9% 9,177 $3.9M
InvesTrust 1.50% Add +0.2% 9,163 $3.9M
Fiduciary Financial Group, LLC 0.70% Add +2.9% 9,231 $3.9M
Wedbush Securities Inc. 0.14% Reduce -5.6% 9,127 $3.9M
CRA Financial Services, LLC 0.59% Add +0.4% 9,117 $3.9M
jvl associates llc 1.39% Add +3.8% 9,112 $3.9M
Clark & Stuart, Inc 2.91% Add +2.2% 9,095 $3.9M
Assetmark, Inc. 0.01% Add +71.7% 9,054 $3.8M
Towerpoint Wealth, LLC 1.70% Reduce -1.2% 9,013 $3.8M
Howland Capital Management LLC 0.15% Reduce -1.0% 8,882 $3.8M
Independent Financial Group, LLC 0.10% Add +13.5% 8,878 $3.8M
GC Wealth Management RIA, LLC 0.31% Add +23.7% 8,854 $3.8M
Jordan Park Group LLC 0.24% Reduce -0.6% 8,851 $3.8M
Columbus Macro, LLC 0.46% Reduce -5.6% 8,831 $3.7M
Quotient Wealth Partners, LLC 0.11% Reduce -0.5% 8,825 $3.7M
Meridian Management Co. 1.02% No change 8,502 $3.7M
Atlantic Edge Private Wealth Management, LLC 1.02% No change 8,767 $3.7M
Vista Capital Partners, Inc. 0.41% Add +17.4% 8,718 $3.7M
SouthState Bank Corp 0.16% Reduce -9.0% 8,714 $3.7M
Jefferies Financial Group Inc. 0.06% Add +14.3% 8,682 $3.7M
Darwin Wealth Management, LLC 1.27% Reduce -10.5% 8,636 $3.7M
Savvy Advisors, Inc. 0.24% Add +27.6% 8,630 $3.7M
Capital Investment Advisors, LLC 0.06% Add +1.1% 8,622 $3.7M
D. E. Shaw & Co. 0.00% Reduce -35.2% 8,584 $3.6M
Noble Family Wealth, LLC 0.89% Add +15.5% 8,580 $3.6M
FAS Wealth Partners, Inc. 0.27% Reduce -0.9% 8,549 $3.6M
IFC Advisors LLC 0.68% No change 8,518 $3.6M
Diversify Wealth Management, LLC 0.22% Reduce -4.9% 8,015 $3.6M
Premier Path Wealth Partners, LLC 0.50% Reduce -7.3% 8,472 $3.6M
Oxford Financial Group, LTD. LLC 0.21% Reduce -0.8% 8,455 $3.6M
Jackson Hole Capital Partners, LLC 0.66% No change 8,429 $3.6M
Mechanics Bank Trust Department 0.51% Reduce -3.7% 8,395 $3.6M
Pachira Investments Inc. 2.67% Reduce -8.6% 8,321 $3.5M
Belpointe Asset Management LLC 0.15% Reduce -2.4% 8,317 $3.5M
Argyle Capital Partners, LLC 2.90% Reduce -5.1% 8,301 $3.5M
Brightwater Advisory LLC 2.53% Reduce -0.7% 8,288 $3.5M
Annex Advisory Services, LLC 0.08% Add +3.7% 8,248 $3.5M
Mgo One Seven LLC 0.11% Add +2.1% 8,140 $3.5M
Wealthstream Advisors, Inc. 0.57% Reduce -1.6% 8,132 $3.5M
Leo Wealth, LLC 0.27% Reduce -0.4% 8,128 $3.5M
Frank, Rimerman Advisors LLC 0.23% No change 8,111 $3.4M
Horan Securities, Inc. 1.21% Add +0.1% 8,105 $3.4M
Glass Jacobson Investment Advisors llc 1.32% Add +1.1% 8,078 $3.4M
Wealth Dimensions Group, Ltd. 0.75% Add +0.5% 8,059 $3.4M
Goelzer Investment Management, Inc. 0.19% Add +0.1% 8,058 $3.4M
Harbour Investments, Inc. 0.09% Reduce -1.3% 8,044 $3.4M
Meridian Wealth Management, LLC 0.15% Reduce -0.9% 8,042 $3.4M
Certified Advisory Corp 0.35% Reduce -0.6% 8,028 $3.4M
Robinson Smith Wealth Advisors LLC 2.71% Add +0.1% 7,997 $3.4M
SeaCrest Wealth Management, LLC 0.37% Reduce -0.8% 7,966 $3.4M
Woodline Partners LP 0.02% New 7,919 $3.4M
Weaver Capital Management LLC 0.83% No change 7,908 $3.4M
Azimuth Capital Investment Management LLC 0.12% Reduce -27.8% 7,842 $3.3M
ProVise Management Group, LLC 0.26% Reduce -1.4% 7,776 $3.3M
Baron Financial Group, LLC 1.93% Reduce -2.1% 7,751 $3.3M
Client First Capital LLC 1.54% Reduce -65.3% 7,728 $3.3M
Empower Advisory Group, LLC 0.01% Add +8.1% 7,705 $3.3M
Sharkey, Howes & Javer 0.44% Reduce -2.8% 7,674 $3.3M
Moody LYNN Lieberson & Walker, LLC 0.19% Add +900.8% 7,666 $3.3M
First United Bank & Trust 1.13% Reduce -0.9% 7,657 $3.3M
Greenleaf Trust 0.03% Add +1.3% 7,649 $3.2M
Canandaigua National Bank & Trust Co. 0.30% Reduce -1.8% 7,643 $3.2M
Zions Bancorporation, National Association 0.17% No change 7,585 $3.2M
Biltmore Family Office, LLC 0.54% Add +3.0% 7,582 $3.2M
Two Sigma Securities, LLC 0.40% Add +385.5% 7,544 $3.2M
Glenview Trust Co 0.06% Reduce -0.5% 7,526 $3.2M
Lee, Kelleher & Klein Wealth Management 2.12% Reduce -0.6% 7,516 $3.2M
Colony Family Offices, LLC 0.82% Add +100.0% 7,490 $3.2M
Midwest Professional Planners, LTD. 0.84% Add +9.8% 7,477 $3.2M
Burke & Herbert Bank & Trust Co. 0.71% Reduce -0.9% 7,426 $3.2M
Perennial Investment Advisors, LLC 0.31% Reduce -8.6% 7,421 $3.2M
Summit Financial Strategies, Inc. 0.29% Add +23.0% 7,419 $3.1M
Fiducient Advisors LLC 0.38% Add +0.1% 7,405 $3.1M
Kapstone Financial Advisors LLC 1.56% Reduce -0.6% 7,369 $3.1M
Cypress Capital Group 0.39% Reduce -8.2% 7,353 $3.1M
Peddock Capital Advisors, LLC 0.72% Reduce -2.1% 7,327 $3.1M
Fermata Advisors, LLC 0.83% Reduce -85.8% 7,288 $3.1M
Middleton & Co. Inc. 0.35% Reduce -0.6% 7,281 $3.1M
Elevation Wealth Partners, LLC 1.22% Add +5.0% 7,269 $3.1M
Texas Bank & Trust Co 1.23% Reduce -0.3% 7,261 $3.1M
Park Place Capital Corp 0.70% Reduce -15.2% 7,324 $3.1M
QRG Capital Management, Inc. 0.03% Reduce -27.2% 7,245 $3.1M
Cove Private Wealth, LLC 1.09% No change 7,240 $3.1M
Cahaba Wealth Management, Inc. 0.24% Add +0.1% 7,221 $3.1M
Dentgroup LLC 2.13% Add +27.7% 7,220 $3.1M
Towercrest Capital Management 0.55% Reduce -1.7% 7,201 $3.1M
Suncoast Equity Management 0.31% No change 7,201 $3.1M
Cullinan Associates Inc. 0.20% No change 7,200 $3.1M
NFSG Corp 0.49% Reduce -5.1% 7,182 $3.0M
Stephens Consulting, LLC 0.73% Reduce -0.1% 7,170 $3.0M
Transamerica Financial Advisors, LLC 0.28% Add +44.2% 7,154 $3.0M
Aprio Wealth Management, LLC 0.34% Add +0.6% 7,126 $3.0M
International Assets Investment Management, LLC 0.24% Add +40.6% 7,100 $3.0M
Gryphon Financial Partners LLC 0.39% Add +8.3% 7,096 $3.0M
Insight 2811, Inc. 1.43% Reduce -2.2% 7,094 $3.0M
Atlantic Union Bankshares Corp 0.07% New 7,071 $3.0M
Betterment LLC 0.01% Add +4.8% 7,070 $3.0M
James J. Burns & Company, LLC 0.49% Reduce -0.9% 7,055 $3.0M
Ramirez Asset Management, Inc. 0.45% No change 7,050 $3.0M
First National Bank Sioux Falls 1.10% Reduce -0.1% 7,036 $3.0M
Soltis Investment Advisors LLC 0.23% Reduce -9.2% 7,033 $3.0M
Snider Financial Group 0.86% Add +0.2% 7,015 $3.0M
Element Pointe Advisors, LLC 0.72% No change 6,991 $3.0M
Providence Capital Advisors, LLC 0.54% Add +36.7% 6,981 $3.0M
Biondo Investment Advisors, LLC 0.39% Add +0.9% 6,941 $2.9M
Beaumont Financial Advisors, LLC 0.21% Reduce -1.6% 6,920 $2.9M
Trilogy Capital Inc. 0.14% Add +3.7% 6,906 $2.9M
Voya Investment Management LLC 0.00% Reduce -17.1% 6,905 $2.9M
Tilson Financial Group, Inc. 1.10% Reduce -0.6% 6,879 $2.9M
Quantbot Technologies LP 0.07% New 6,872 $2.9M
U.S. Capital Wealth Advisors, LLC 0.09% Reduce -2.4% 6,866 $2.9M
Focus Financial Network, Inc. 0.12% Add +10.6% 6,863 $2.9M
Moloney Securities Asset Management, LLC 0.36% Add +0.1% 6,828 $2.9M
Radnor Capital Management, LLC 0.46% Reduce -2.1% 6,816 $2.9M
Custos Family Office, LLC 0.92% Reduce -6.1% 6,808 $2.9M
Meridian Wealth Advisors, LLC 0.45% Reduce -4.5% 6,768 $2.9M
Ausdal Financial Partners, Inc. 0.19% Add +14.9% 6,749 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -2.3% 6,738 $2.9M
Able Wealth Management LLC 1.44% Reduce -34.5% 6,722 $2.9M
Nikulski Financial, Inc. 0.78% Reduce -2.1% 6,712 $2.8M
General Partner, Inc. 1.67% No change 6,696 $2.8M
Revolve Wealth Partners, LLC 0.37% Reduce -13.5% 6,696 $2.8M
Cannell & Spears LLC 0.06% Add +2.9% 6,673 $2.8M
Concurrent Investment Advisors, LLC 0.06% Add +11.8% 6,671 $2.8M
Alliance Wealth Management Group 0.72% Reduce -1.8% 6,638 $2.8M
Moneco Advisors, LLC 0.26% Reduce -3.6% 6,622 $2.8M
Crewe Advisors LLC 0.39% Reduce -4.3% 6,559 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +0.1% 6,554 $2.8M
Bogart Wealth, LLC 0.12% Add +5.8% 6,548 $2.8M
Maryland Capital Advisors Inc. 1.09% No change 6,543 $2.8M
CGN Advisors LLC 0.25% Reduce -0.8% 6,529 $2.8M
Chesley Taft & Associates LLC 0.12% Add +2.5% 6,508 $2.8M
G2 Capital Management, LLC / Oh 0.77% No change 6,459 $2.7M
Stratos Wealth Advisors, LLC 0.14% Reduce -2.8% 6,421 $2.7M
Trust Point Inc. 0.26% Reduce -2.7% 6,408 $2.7M
Fisher Asset Management 0.00% Reduce -27.6% 6,401 $2.7M
Capital Analysts, LLC 0.09% Add +98.7% 6,396 $2.7M
Cambridge Advisors Inc. 0.57% Reduce -1.3% 6,368 $2.7M
Q3 Asset Management 0.95% Add +1.7% 6,366 $2.7M
Independence Bank of Kentucky 0.38% No change 6,363 $2.7M
Wescott Financial Advisory Group, LLC 0.26% Add +6.0% 6,351 $2.7M
Redhawk Wealth Advisors, Inc. 0.34% Reduce -45.4% 6,330 $2.7M
Modern Wealth Management, LLC 0.07% Add +16.8% 6,327 $2.7M
Auour Investments LLC 0.92% Reduce -1.4% 6,299 $2.7M
Moss Adams Wealth Advisors LLC 0.24% Reduce -14.8% 6,294 $2.7M
Cascade Wealth Advisors, Inc 1.51% Add +2.3% 5,984 $2.7M
Plancorp, LLC 0.09% Add +0.6% 6,280 $2.7M
Magnus Financial Group LLC 0.23% Add +1.5% 6,260 $2.7M
Fortress Financial Group, LLC 2.24% Reduce -3.6% 6,235 $2.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -11.9% 6,228 $2.6M
Integrated Capital Management, Inc. 2.01% Reduce -2.1% 6,221 $2.6M
Flywheel Private Wealth LLC 2.11% Reduce -7.0% 6,195 $2.6M
RiverFront Investment Group, LLC 0.05% Add +18.6% 6,180 $2.6M
Becker Capital Management Inc. 0.08% Add +1.4% 6,165 $2.6M
Koshinski Asset Management, Inc. 0.20% Add +7.5% 6,164 $2.6M
WealthBridge Capital Management, LLC 0.66% Add +0.3% 6,161 $2.6M
Brady Martz Wealth Solutions, LLC 0.50% Reduce -3.7% 6,134 $2.6M
Clark Capital Management Group, Inc. 0.02% Reduce -82.1% 6,118 $2.6M
GGM Financial LLC 1.50% Add +318.9% 6,091 $2.6M
Beaton Management Co. Inc. 1.25% Add +0.4% 6,034 $2.6M
Allegheny Financial Group 0.57% Add +2.5% 6,013 $2.6M
ALM First Financial Advisors, LLC 0.55% No change 7,285 $2.5M
PGIM Custom Harvest LLC 0.05% Add +10.1% 5,978 $2.5M
Cornerstone Wealth Management, LLC 0.15% Add +1.3% 5,954 $2.5M
Journey Strategic Wealth LLC 0.08% Add +1.0% 5,937 $2.5M
Investmark Advisory Group LLC 1.18% Reduce -1.5% 5,931 $2.5M
Veracity Capital LLC 0.87% Reduce -3.5% 5,896 $2.5M
Clifford Group, LLC 2.06% Reduce -2.9% 5,893 $2.5M
Marmo Financial Group, LLC 1.25% Reduce -0.6% 5,893 $2.5M
Tocqueville Asset Management L.P. 0.04% Reduce -1.4% 5,891 $2.5M
Seven Mile Advisory 1.50% Reduce -1.5% 5,887 $2.5M
Palisade Asset Management, LLC 0.25% Reduce -1.9% 5,885 $2.5M
Blankinship & Foster, LLC 0.58% Reduce -0.5% 5,848 $2.5M
Gries Financial LLC 0.45% Reduce -0.8% 5,845 $2.5M
Colonial Trust Co / SC 0.36% Add +4.8% 5,826 $2.5M
Independent Advisor Alliance 0.07% Add +4.2% 5,826 $2.5M
Diversify Advisory Services, LLC 0.09% New 5,462 $2.5M
Financial Management Professionals, Inc. 0.28% New 5,770 $2.4M
Kingswood Wealth Advisors, LLC 0.19% Add +4.4% 5,770 $2.4M
Wick Capital Partners, LLC 0.64% Add +51.2% 8,715 $2.4M
Atalanta Sosnoff Capital, LLC 0.05% Reduce -10.8% 5,761 $2.4M
Regal Investment Advisors LLC 0.18% Add +8.9% 5,713 $2.4M
Midland Wealth Advisors, LLC 0.13% Reduce -41.1% 5,708 $2.4M
Salomon & Ludwin, LLC 0.24% Add +6.1% 5,720 $2.4M
Vise Technologies, Inc. 0.10% — 5,671 $2.4M
Autumn Glory Partners, LLC 1.13% Reduce -0.7% 5,668 $2.4M
Insight Inv LLC 1.60% No change 5,626 $2.4M
Welch & Forbes LLC 0.03% Add +10.3% 5,615 $2.4M
Nicolet Advisory Services, LLC 0.20% Add +14.5% 5,501 $2.4M
Spirepoint Private Client, LLC 0.27% Reduce -38.5% 5,589 $2.4M
Detalus Advisors, LLC 0.69% Reduce -0.0% 5,583 $2.4M
Obermeyer Wealth Partners 0.12% Add +56.3% 5,573 $2.4M
Trust Co of the South 0.42% No change 5,564 $2.4M
Balentine LLC 0.09% No change 5,535 $2.4M
Asset Dedication, LLC 0.17% Add +8.9% 5,498 $2.3M
Brown, Lisle/Cummings, Inc. 0.62% Add +22.8% 5,497 $2.3M
Hoese & Co LLP 1.88% Reduce -11.4% 5,486 $2.3M
Cooper Financial Group 0.27% Reduce -4.9% 5,479 $2.3M
Plante Moran Financial Advisors, LLC 0.16% Reduce -10.8% 5,477 $2.3M
Principal Securities, Inc. 0.04% Add +0.6% 5,475 $2.3M
Old Mission Investment Co LLC 0.64% Add +0.1% 5,465 $2.3M
Elevation Point Wealth Partners, LLC 0.18% Add +16.4% 5,452 $2.3M
Tarbox Family Office, Inc. 0.35% No change 5,449 $2.3M
National Philanthropic Trust 0.03% Reduce -8.8% 5,441 $2.3M
Quadrant Private Wealth Management, LLC 0.48% Reduce -8.4% 5,428 $2.3M
Lee Danner & Bass Inc. 0.18% No change 5,424 $2.3M
Cannon Financial Strategists, Inc. 0.36% Reduce -2.0% 5,410 $2.3M
JP Wealth Management, Inc. 1.72% No change 5,400 $2.3M
Turtle Creek Wealth Advisors, LLC 0.27% Reduce -18.9% 5,373 $2.3M
Blue Bell Private Wealth Management, LLC 0.38% Add +18.1% 5,369 $2.3M
Empirical Asset Management, LLC 0.70% No change 5,366 $2.3M
Massachusetts Financial Services Co. 0.00% Reduce -65.6% 5,358 $2.3M
Signet Financial Management, LLC 0.28% Reduce -2.4% 5,343 $2.3M
Twin Peaks Wealth Advisors, LLC 0.73% Add +7.2% 5,036 $2.3M
Litman Gregory Wealth Management LLC 0.18% Add +570.9% 5,307 $2.3M
HUB Investment Partners, LLC 0.08% No change 5,297 $2.2M
Cascade Financial Partners, LLC 0.27% Add +20.5% 5,297 $2.2M
Luts & Greenleigh Group, Inc. 2.16% Add +2.1% 5,296 $2.2M
TD Asset Management Inc 0.00% Reduce -10.3% 5,285 $2.2M
Clearbridge Investments, LLC 0.00% Reduce -64.3% 5,277 $2.2M
Forte Capital LLC 0.24% No change 5,263 $2.2M
CCG Wealth Management, LLC 1.18% Reduce -7.0% 5,252 $2.2M
VeraBank, N.A. 0.45% Add +7.7% 5,228 $2.2M
Bearing Point Capital, LLC 0.41% Reduce -4.9% 5,217 $2.2M
Evoke Wealth, LLC 0.05% Add +521.8% 5,217 $2.2M
Norris Perne & French LLP 0.15% Reduce -9.4% 5,213 $2.2M
Evergreen Capital Management LLC 0.07% No change 5,199 $2.2M
Almanack Investment Partners, LLC. 0.35% No change 5,189 $2.2M
West Michigan Advisors, LLC 0.62% Reduce -1.6% 5,169 $2.2M
Ferguson Wellman Capital Management, Inc. 0.04% Add +28.1% 5,167 $2.2M
Caldwell Trust Co 0.22% No change 5,146 $2.2M
Acropolis Investment Management, LLC 0.12% Add +1.4% 5,146 $2.2M
IFG Advisors, LLC 0.37% Add +2.5% 5,145 $2.2M
Great Waters Wealth Management 0.28% Add +0.0% 5,133 $2.2M
Investment Advisory Group, LLC 0.66% Reduce -0.6% 5,126 $2.2M
Archer Investment Corp 0.52% Reduce -0.3% 5,120 $2.2M
Roman Butler Fullerton & Co. 0.64% Add +5.3% 4,905 $2.2M
Marshall Wace, LLP 0.00% New 5,052 $2.1M
Tassel Capital Management, Inc. 1.65% Add +10.6% 5,047 $2.1M
Salem Investment Counselors Inc. 0.07% No change 5,037 $2.1M
Baker Tilly Wealth Management, LLC 0.76% Add +43.3% 5,033 $2.1M
Arax Advisory Partners 0.10% Reduce -24.9% 2,920 $2.1M
Florida Trust Wealth Management Co 0.07% Add +26.4% 5,029 $2.1M
Forefront Wealth Partners, LLC 1.45% Add +53.8% 5,275 $2.1M
Bartlett & Co. Wealth Management LLC 0.03% Add +3.9% 4,986 $2.1M
Home Federal Bank of Tennessee 0.60% No change 4,960 $2.1M
Voisard Asset Management Group, Inc. 0.54% Add +280.2% 4,954 $2.1M
Secure Asset Management, LLC 0.39% Reduce -10.2% 4,933 $2.1M
Curated Wealth Partners LLC 0.25% Add +0.0% 4,928 $2.1M
Trademark Financial Management, LLC 1.27% Reduce -19.9% 4,904 $2.1M
Performance Wealth Partners, LLC 0.07% Reduce -0.2% 4,901 $2.1M
Brown Financial Advisory 1.14% Add +2.0% 4,869 $2.1M
Petix & Botte Co 0.50% Reduce -0.3% 4,838 $2.1M
Matrix Private Capital Group LLC 1.20% Reduce -3.8% 4,820 $2.0M
Aft, Forsyth & Company, Inc. 1.04% Reduce -0.3% 4,796 $2.0M
Good Life Advisors, LLC 0.13% Add +26.2% 4,795 $2.0M
Simplex Trading, LLC 0.05% New 4,759 $2.0M
RKL Wealth Management LLC 0.18% Add +1.1% 4,755 $2.0M
Friday Financial 1.03% No change 4,753 $2.0M
Legacy Trust 0.49% Reduce -61.5% 4,711 $2.0M
Advisors Capital Management, LLC 0.03% Add +5.5% 4,700 $2.0M
Mma Asset Management LLC 0.76% Reduce -2.8% 4,695 $2.0M
Norris Financial Group, LLC 0.81% Add +11.8% 4,683 $2.0M
Bensler, LLC 0.22% No change 4,674 $2.0M
Northeast Investment Management 0.08% No change 4,666 $2.0M
Thomasville National Bank 0.13% Reduce -4.9% 4,664 $2.0M
Tranquility Partners, LLC 0.70% Reduce -0.2% 4,621 $2.0M
Financial Connections Group, Inc. 0.81% Reduce -7.2% 4,617 $2.0M
Glassman Wealth Services 0.30% Reduce -2.7% 4,614 $2.0M
Emprise Bank 0.94% No change 4,594 $2.0M
Grant Street Asset Management, Inc. 0.44% Add +4.1% 4,588 $1.9M
WASHINGTON TRUST Co 0.07% Reduce -0.3% 4,563 $1.9M
Cambridge Financial Group, LLC 0.72% Add +11.0% 4,538 $1.9M
1834 Investment Advisors Co. 0.24% Reduce -2.2% 4,518 $1.9M
Verus Capital Partners, LLC 0.17% Reduce -0.4% 4,507 $1.9M
BOK Financial Private Wealth, Inc. 0.13% Add +1.7% 4,494 $1.9M
Capital Group Private Client Services, Inc. 0.02% Reduce -0.4% 4,482 $1.9M
Intrust Bank NA 0.17% Reduce -0.2% 4,476 $1.9M
Latitude Advisors, LLC 0.95% Add +63.5% 4,459 $1.9M
Beacon Financial Group 0.20% Reduce -0.5% 4,445 $1.9M
Cardiff Park Advisors, LLC 0.16% Add +0.0% 4,439 $1.9M
Tactive Advisors, LLC 0.61% — 4,427 $1.9M
Rossmore Private Capital 0.22% Reduce -0.3% 4,421 $1.9M
Roehl & Yi Investment Advisors, LLC 0.96% No change 4,419 $1.9M
Beacon Financial Advisory LLC 0.48% Reduce -13.6% 4,415 $1.9M
Castle Wealth Management LLC 0.68% No change 4,395 $1.9M
Willow Creek Wealth Management Inc. 0.17% Reduce -0.3% 4,392 $1.9M
TCV Trust & Wealth Management, Inc. 0.16% No change 4,379 $1.9M
Sage Capital Management, LLC 0.89% Add +0.1% 4,376 $1.9M
Maseco LLP 0.07% — 4,375 $1.9M
HMS Capital Management, LLC 0.84% No change 4,371 $1.9M
MBL Wealth, LLC 0.18% Add +4.7% 4,366 $1.9M
Clarkston Capital Partners, LLC 0.04% Reduce -0.3% 4,351 $1.8M
Valley National Advisers Inc. 0.30% No change 4,349 $1.8M
SkyView Investment Advisors, LLC 0.26% Reduce -5.0% 4,353 $1.8M
Symphony Financial Services, Inc. 1.10% Add +11.5% 4,322 $1.8M
Broadview Financial Management, LLC 1.25% Reduce -3.3% 4,319 $1.8M
Financial Sense Advisors, Inc. 0.45% Add +6.4% 4,309 $1.8M
Bedel Financial Consulting, Inc. 0.25% Add +2.6% 4,305 $1.8M
Smartleaf Asset Management LLC 0.16% Add +618.8% 4,313 $1.8M
Schnieders Capital Management LLC 0.32% Add +24.9% 4,253 $1.8M
Burns J W & Co. Inc. 0.22% Reduce -2.0% 4,237 $1.8M
Evermay Wealth Management LLC 0.22% No change 4,220 $1.8M
Westwood Holdings Group Inc. 0.01% Reduce -12.6% 4,190 $1.8M
MWA Asset Management 1.08% Reduce -5.3% 4,175 $1.8M
S.A. Mason LLC 0.85% No change 4,144 $1.8M
Intelligence Driven Advisers, LLC 0.26% Add +13.6% 4,131 $1.8M
Fiduciary Alliance LLC 0.13% Reduce -10.9% 4,105 $1.7M
Renasant Bank 1.16% Reduce -0.3% 4,091 $1.7M
HTG Investment Advisors, Inc. 0.65% Reduce -5.9% 4,086 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -10.8% 4,082 $1.7M
Raab & Moskowitz Asset Management LLC 0.41% No change 4,076 $1.7M
Manchester Capital Management LLC 0.23% Reduce -30.7% 4,069 $1.7M
Kanawha Capital Management LLC 0.13% Reduce -4.8% 4,059 $1.7M
October Effect Ltd 2.07% — 4,049 $1.7M
BSW Wealth Partners 0.23% No change 4,019 $1.7M
Jacobi Capital Management LLC 0.11% Reduce -1.2% 4,018 $1.7M
Laurel Wealth Advisors LLC 0.25% No change 4,015 $1.7M
Gallacher Capital Management LLC 0.79% Reduce -0.9% 4,000 $1.7M
Highline Wealth Partners LLC 0.50% Reduce -35.0% 3,989 $1.7M
Franklin, Parlapiano, Turner & Welch, LLC 0.44% No change 3,983 $1.7M
Independent Solutions Wealth Management, LLC 0.33% Add +1.6% 3,999 $1.7M
Jupiter Wealth Management LLC 0.85% No change 3,735 $1.7M
CWA Asset Management Group, LLC 0.07% Add +74.9% 3,935 $1.7M
Donaldson Capital Management, LLC 0.06% No change 3,920 $1.7M
Titleist Asset Management, LLC 0.16% Add +17.9% 3,901 $1.7M
Wealthspire Retirement, LLC 0.11% Reduce -2.4% 3,897 $1.7M
PFG Investments, LLC 0.10% Reduce -1.2% 3,897 $1.7M
First Hawaiian Bank 0.22% No change 3,887 $1.7M
Geneos Wealth Management Inc. 0.04% Add +52.6% 3,881 $1.6M
Brio Consultants, LLC 0.24% Reduce -6.5% 3,878 $1.6M
Allodium Investment Consultants, LLC 1.04% Reduce -1.5% 3,858 $1.6M
Planning Alternatives Ltd. 0.23% No change 3,855 $1.6M
Boyum Wealth Architects LLC 1.20% Add +7.2% 3,852 $1.6M
Brookmont Capital Management 0.94% Add +0.2% 3,852 $1.6M
Sheets Smith Wealth Management 0.19% Add +1.1% 3,843 $1.6M
Partners in Financial Planning 0.30% No change 3,840 $1.6M
Morton Capital Management LLC 0.29% No change 3,830 $1.6M
SP Asset Management LLC 0.13% Add +16.3% 3,828 $1.6M
4Thought Financial Group Inc. 0.86% Add +207.8% 3,826 $1.6M
Ewa, LLC 0.51% Reduce -0.3% 3,805 $1.6M
BlueChip Wealth Advisors LLC 0.66% No change 3,800 $1.6M
Heritage Financial Services, LLC 0.15% Add +10.7% 3,790 $1.6M
Essex Bank 0.38% Add +3.5% 3,790 $1.6M
Townsend Asset Management Corp. /NC/ 0.58% Reduce -7.8% 3,768 $1.6M
Edgemoor Investment Advisors, Inc. 0.14% No change 3,762 $1.6M
Private Wealth Asset Management, LLC 0.21% Reduce -3.1% 3,739 $1.6M
CFS Investment Advisory Services, LLC 0.13% Add +0.1% 3,729 $1.6M
17 Capital Partners, LLC 0.91% Add +7.8% 3,724 $1.6M
Fortis Capital Advisors, LLC 0.28% Add +3.2% 3,724 $1.6M
Financial Management Network Inc. 0.28% No change 3,686 $1.6M
Watershed Private Wealth LLC 0.57% Add +12.6% 3,716 $1.6M
Forum Private Client Group LLC 0.60% Add +0.3% 3,691 $1.6M
Benchmark Financial Wealth Advisors, LLC 0.52% Reduce -3.7% 3,688 $1.6M
BHK Investment Advisors, LLC 0.61% Add +2.8% 3,686 $1.6M
American Investment Services, Inc. 0.40% Reduce -0.7% 3,673 $1.6M
Strategies Wealth Advisors, LLC 0.17% Reduce -4.4% 3,670 $1.6M
Selective Wealth Management, Inc. 0.57% Reduce -2.0% 3,626 $1.6M
Asset Management Group, Inc. 0.27% Add +0.1% 3,651 $1.6M
Encompass Wealth Advisors, LLC 0.57% No change 3,633 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +34.0% 3,631 $1.5M
Rockwood Wealth Management, LLC 0.14% Reduce -10.8% 3,622 $1.5M
Ironwood Financial, llc 0.33% No change 4,253 $1.5M
Archford Capital Strategies, LLC 0.20% Add +0.3% 3,610 $1.5M
Jaffetilchin Investment Partners, LLC 0.10% Add +0.9% 3,606 $1.5M
Carret Asset Management, LLC 0.16% Reduce -6.0% 3,601 $1.5M
Strategic Blueprint, LLC 0.08% Add +41.9% 3,600 $1.5M
PrairieView Partners, LLC 0.15% Reduce -2.3% 3,583 $1.5M
Falcon Wealth Planning 0.15% Add +13.6% 3,577 $1.5M
Greenwood Gearhart LLC 0.09% Reduce -2.6% 3,575 $1.5M
GAMCO Investors 0.01% No change 3,570 $1.5M
AAF Wealth Management, LLC 0.69% Add +20.3% 3,569 $1.5M
Ballast Advisors LLC 0.44% Reduce -0.6% 3,521 $1.5M
Pallas Capital Advisors LLC 0.06% Reduce -0.2% 3,516 $1.5M
RFP Financial Group LLC 0.62% Reduce -15.1% 3,509 $1.5M
Wealthedge Investment Advisors, LLC 0.62% Reduce -23.5% 3,503 $1.5M
American Financial & Tax Strategies Inc. 0.77% Reduce -5.5% 3,499 $1.5M
Walkner Condon Financial Advisors LLC 0.27% Add +2.4% 3,483 $1.5M
Regimen Wealth, LLC 0.46% Reduce -14.9% 3,463 $1.5M
Golden Road Advisors LLC 0.97% Add +0.1% 3,447 $1.5M
Trivium Point Advisory, LLC 0.16% Reduce -0.3% 3,438 $1.5M
Davidson Trust Co. 0.67% Reduce -2.1% 3,431 $1.5M
Riverpoint Wealth Management Holdings, LLC 0.34% Add +0.1% 3,429 $1.5M
Pursue Wealth Partners LLC 0.83% Reduce -6.7% 3,424 $1.5M
WealthPLAN Partners, LLC 0.23% Add +0.1% 3,410 $1.4M
Ritholtz Wealth Management 0.03% Add +32.3% 3,405 $1.4M
Sharp Wealth Advisory, LLC 0.93% Add +3.5% 3,404 $1.4M
Harvest Investment Services, LLC 0.32% Reduce -4.1% 3,399 $1.4M
Russell Investments Group, Ltd. 0.00% Add +55.5% 3,378 $1.4M
Parisi Gray Wealth Management 0.41% Reduce -2.5% 3,372 $1.4M
Aspen Wealth Management LLC 0.35% Add +4.8% 3,364 $1.4M
FWL Investment Management, LLC 0.44% Reduce -5.6% 3,350 $1.4M
United Bank 0.17% No change 3,349 $1.4M
Pacific Capital Wealth Advisors, Inc. 0.26% Reduce -54.6% 3,342 $1.4M
Bulltick Wealth Management, LLC 0.35% Add +1.0% 3,344 $1.4M
Financial Perspectives, Inc 0.43% Add +2.5% 3,343 $1.4M
Stratos Investment Management, LLC 0.07% Add +25.9% 3,341 $1.4M
Washington Trust Advisors, Inc. 0.11% Reduce -24.9% 3,332 $1.4M
Berbice Capital Management LLC 0.99% Reduce -31.1% 3,329 $1.4M
Lyell Wealth Management, LP 0.11% Reduce -2.8% 3,320 $1.4M
Founders Financial Securities LLC 0.11% Add +0.8% 3,320 $1.4M
Alteri Wealth LLC 0.55% Reduce -14.5% 3,313 $1.4M
Bailard, Inc. 0.03% Add +3.1% 3,299 $1.4M
Summit X, LLC 0.26% Reduce -0.1% 3,287 $1.4M
Advisory Resource Group 0.27% Reduce -4.5% 3,273 $1.4M
Chapin Davis, Inc. 0.38% Reduce -1.2% 3,272 $1.4M
SageView Advisory Group, LLC 0.05% Add +0.2% 3,146 $1.4M
Activest Wealth Management 0.33% Add +0.2% 3,259 $1.4M
Bluespring Wealth Management, LLC 0.13% Reduce -0.9% 3,255 $1.4M
Alamar Capital Management, LLC 0.75% Reduce -1.5% 3,246 $1.4M
Keebeck Wealth Management 0.18% Add +52.8% 3,234 $1.4M
Berkeley Capital Partners, LLC 0.35% Add +0.1% 3,230 $1.4M
Pin Oak Investment Advisors Inc. 1.16% Reduce -8.8% 3,799 $1.4M
Portland Global Advisors LLC 0.16% Add +157.4% 3,215 $1.4M
Rockbridge Investment Management, LCC 0.15% Add +4.3% 3,214 $1.4M
Keystone Wealth Services, LLC 0.33% Reduce -26.9% 3,209 $1.4M
Orgel Wealth Management, LLC 0.03% Reduce -0.7% 3,200 $1.4M
Proactive Wealth Strategies LLC 0.64% Reduce -3.7% 3,197 $1.4M
Riverview Capital Advisers, LLC 0.39% Reduce -5.6% 3,196 $1.4M
GW Henssler & Associates Ltd. 0.07% No change 3,189 $1.4M
Kera Capital Partners, Inc. 0.27% No change 3,187 $1.4M
Diversified Enterprises, LLC 0.10% Add +1.9% 3,185 $1.4M
Columbia Bank 0.41% Add +0.5% 3,171 $1.3M
Carnegie Investment Counsel 0.03% Reduce -3.8% 3,173 $1.3M
Pacific Financial Group Inc. 1.05% No change 3,172 $1.3M
TD Waterhouse Canada Inc. 0.01% Reduce -42.9% 3,202 $1.3M
Coastal Bridge Advisors, LLC 0.11% Reduce -6.8% 3,168 $1.3M
Stegner Investment Associates Inc. 0.82% Reduce -2.6% 3,165 $1.3M
Mattern Capital Management, LLC 0.16% Add +27.2% 3,160 $1.3M
M. Kulyk & Associates, LLC 0.29% No change 3,144 $1.3M
Realta Investment Advisors 0.53% Reduce -6.7% 3,140 $1.3M
Seneca Financial Advisors LLC 0.51% Add +0.1% 3,139 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -0.4% 3,136 $1.3M
Financial Partners Group, Inc 0.18% Add +0.1% 3,131 $1.3M
Westmount Partners, LLC 0.36% No change 3,129 $1.3M
Verus Wealth Management, LLC 1.33% No change 3,122 $1.3M
Manhattan West Asset Management, LLC 0.31% Reduce -3.3% 3,121 $1.3M
Appleton Partners Inc. 0.09% Reduce -0.8% 3,113 $1.3M
J. Safra Sarasin Holding AG 0.02% Add +330.1% 3,127 $1.3M
HHM Wealth Advisors, LLC 0.16% No change 3,105 $1.3M
Arista Wealth Management, LLC 0.18% Add +9.5% 3,076 $1.3M
Chilton Capital Management LLC 0.05% Add +538.0% 3,075 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.18% Reduce -2.3% 3,073 $1.3M
Farmers National Bank 0.34% Reduce -2.3% 3,070 $1.3M
Ballew Advisors, Inc 0.77% Reduce -1.1% 3,043 $1.3M
Woodmont Investment Counsel LLC 0.09% Reduce -5.6% 3,043 $1.3M
Code Waechter LLC 0.92% No change 3,040 $1.3M
Wealthstar Advisors, LLC 0.48% Reduce -7.6% 3,033 $1.3M
Drive Wealth Management, LLC 0.28% Add +1.0% 3,032 $1.3M
Silicon Valley Capital Partners 0.13% Add +0.1% 3,029 $1.3M
Stanich Group LLC 1.15% Reduce -0.8% 2,992 $1.3M
Insigneo Advisory Services, LLC 0.11% Add +36.2% 3,020 $1.3M
Cordgrass Capital Advisors, LLC 0.35% Reduce -19.9% 3,018 $1.3M
LS Investment Advisors, LLC 0.19% No change 3,016 $1.3M
Crumly & Associates Inc. 0.31% New 3,005 $1.3M
WestHill Financial Advisors, Inc. 0.27% Reduce -0.3% 3,004 $1.3M
HFG Advisors, Inc. 1.01% No change 3,001 $1.3M
Chicago Capital, LLC 0.03% Add +7.5% 3,001 $1.3M
HBW Advisory Services LLC 0.16% Add +4.0% 2,989 $1.3M
Greatmark Investment Partners, Inc. 0.16% No change 2,988 $1.3M
Atala Financial Inc 0.87% No change 2,987 $1.3M
Fairvoy Private Wealth, LLC 0.31% Add +1.2% 2,979 $1.3M
NWK Group, Inc. 0.44% Reduce -16.8% 2,976 $1.3M
TAGStone Capital, Inc. 0.52% Add +0.1% 2,813 $1.3M
First Commonwealth Financial Corp 0.27% No change 2,937 $1.2M
Tortoise Investment Management, LLC 0.12% No change 2,928 $1.2M
Heartwood Wealth Advisors LLC 0.13% Reduce -0.9% 2,916 $1.2M
Destination Wealth Management 0.04% Reduce -8.4% 2,916 $1.2M
Strategic Financial Services, Inc. 0.07% Reduce -5.0% 2,915 $1.2M
Geneva Partners, LLC 0.49% Add +0.6% 2,915 $1.2M
Clear Creek Financial Management, LLC 0.12% Reduce -47.9% 2,910 $1.2M
Coastline Trust Co 0.14% Add +10.5% 2,910 $1.2M
Maxele Advisors, LLC 1.07% Reduce -0.7% 2,897 $1.2M
Nations Financial Group Inc, /Ia/ 0.08% Add +38.9% 2,896 $1.2M
NorthCrest Asset Manangement, LLC 0.03% Reduce -1.6% 2,867 $1.2M
Quadrant Capital Group LLC 0.04% Reduce -16.4% 2,888 $1.2M
TFR Capital, LLC. 0.44% Add +4.1% 2,885 $1.2M
Anderson Hoagland & Co. 0.12% Reduce -11.4% 2,885 $1.2M
Waterfront Wealth Inc. 0.27% No change 2,878 $1.2M
Addison Advisors LLC 0.30% No change 2,876 $1.2M
Ascentis Independent Advisors 0.23% Add +15.6% 2,872 $1.2M
Steph & Co. 0.39% Add +53.0% 2,861 $1.2M
Goldstein Advisors, LLC 0.16% Reduce -1.4% 2,859 $1.2M
Interchange Capital Partners, LLC 0.28% Reduce -0.1% 2,858 $1.2M
Hurley Capital, LLC 0.85% No change 2,853 $1.2M
Nova R Wealth, Inc. 0.56% Reduce -25.3% 2,848 $1.2M
David Wealth Management LLC 0.90% No change 2,839 $1.2M
Zhang Financial LLC 0.06% Reduce -7.2% 2,835 $1.2M
Rollins Financial Advisors, LLC 0.19% No change 2,830 $1.2M
Golden State Wealth Management, LLC 0.15% Add +3.0% 2,824 $1.2M
Baker Boyer National Bank 0.41% No change 2,810 $1.2M
Argus Investors' Counsel, Inc. 0.85% Reduce -1.9% 2,806 $1.2M
Wolverine Asset Management LLC 0.09% Add +18566.7% 2,800 $1.2M
Capital City Trust Co. 0.31% No change 2,791 $1.2M
EverSource Wealth Advisors, LLC 0.05% Reduce -80.1% 2,789 $1.2M
Smith Salley Wealth Management 0.07% Reduce -4.9% 2,788 $1.2M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -2.1% 2,787 $1.2M
First City Capital Management, Inc. 0.68% No change 2,779 $1.2M
Klingman & Associates, LLC 0.06% Add +0.1% 2,772 $1.2M
Per Stirling Capital Management, LLC. 0.15% Reduce -0.8% 2,772 $1.2M
Orrstown Financial Services Inc. 0.25% Reduce -0.8% 2,753 $1.2M
High Falls Advisors, Inc 0.26% Add +34.2% 2,752 $1.2M
Parkshore Wealth Management, Inc. 0.57% Reduce -3.0% 2,739 $1.2M
Sprinkle Financial Consultants LLC 0.71% Add +0.1% 2,734 $1.2M
Flagship Private Wealth, LLC 0.49% Add +0.8% 2,726 $1.2M
Tull Financial Group, Inc. 0.53% Add +13.8% 2,723 $1.2M
Thrive Wealth Management, LLC 0.19% Add +4.2% 2,719 $1.2M
Cozad Asset Management Inc. 0.10% No change 2,710 $1.2M
Insight Advisors, LLC/ PA 0.19% Add +0.1% 2,705 $1.1M
Barnes Pettey Financial Advisors, LLC 0.76% No change 2,695 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -4.3% 2,695 $1.1M
Ellevest, Inc. 0.18% No change 2,689 $1.1M
Washington Trust Bank 0.10% Add +271.8% 2,677 $1.1M
Harbor Asset Planning, Inc. 1.08% — 2,671 $1.1M
Theory Financial LLC 0.43% No change 2,567 $1.1M
Wedmont Private Capital 0.05% Add +0.5% 2,618 $1.1M
Retirement Planning Group, LLC 0.05% Add +146.1% 2,643 $1.1M
Hemington Wealth Management 0.16% Reduce -6.6% 2,641 $1.1M
Spinnaker Trust 0.07% No change 2,636 $1.1M
Sand Hill Global Advisors, LLC 0.04% Reduce -8.6% 2,630 $1.1M
Bank of New Hampshire 0.28% Reduce -17.3% 2,629 $1.1M
Park Edge Advisors, LLC 0.29% Reduce -14.5% 2,628 $1.1M
First Bank & Trust 0.20% Reduce -4.2% 2,623 $1.1M
Petredis Investment Advisors LLC 0.10% No change 2,623 $1.1M
Naviter Wealth, LLC 0.14% No change 2,618 $1.1M
Ackerman Capital Advisors, LLC 0.26% No change 2,610 $1.1M
Farmers & Merchants Investments Inc. 0.03% No change 2,609 $1.1M
Smithfield Trust Co 0.05% Reduce -2.6% 2,594 $1.1M
Fortis Group Advisors, LLC 0.20% No change 2,577 $1.1M
Everett Harris & Co. 0.01% No change 2,573 $1.1M
Resonant Capital Advisors, LLC 0.07% Reduce -0.2% 2,553 $1.1M
Siligmueller & Norvid Wealth Advisors LLC 0.42% No change 2,510 $1.1M
St. Clair Advisors, LLC 0.28% Reduce -7.5% 2,536 $1.1M
Power Wealth Management LLC 0.41% No change 2,520 $1.1M
Tudor Investment Corporation 0.01% Reduce -82.8% 2,518 $1.1M
Pandora Wealth, Inc. 0.66% No change 2,515 $1.1M
Topsail Wealth Management, LLC 0.19% No change 2,486 $1.1M
MA Private Wealth 0.19% No change 2,485 $1.1M
Arbor Capital Management Inc. 0.92% Add +13.0% 2,380 $1.1M
Bank of Hawaii 0.06% No change 2,476 $1.1M
TFC Financial Management, Inc. 0.14% No change 2,475 $1.1M
Financial Advocates Investment Management 0.09% Reduce -28.7% 2,475 $1.1M
Apollon Financial, LLC 0.22% Add +9.0% 2,468 $1.0M
Norden Group LLC 0.11% Add +9.7% 2,462 $1.0M
Prosperity Wealth Management, Inc. 0.39% Add +2.0% 2,460 $1.0M
Chilton Investment Co. Inc. 0.02% Add +2.8% 2,460 $1.0M
Operose Advisors LLC 0.29% Add +14.9% 2,449 $1.0M
Aventura Private Wealth, LLC 0.45% No change 2,444 $1.0M
Madison Asset Management, LLC 0.01% No change 2,440 $1.0M
Kelman-Lazarov, Inc. 0.17% Reduce -3.8% 2,436 $1.0M
GPS Wealth Strategies Group, LLC 0.12% Reduce -1.4% 2,418 $1.0M
Tritonpoint Wealth, LLC 0.09% Reduce -22.9% 2,416 $1.0M
Resolute Wealth Advisor, Inc. 0.58% — 2,403 $1.0M
Sincerus Advisory, LLC 0.96% Reduce -3.3% 2,323 $1.0M
Aspen Grove Capital, LLC 0.17% Reduce -28.5% 2,400 $1.0M
WNY Asset Management, LLC 0.11% Add +0.0% 2,394 $1.0M
Single Point Partners, LLC 0.22% Add +0.9% 2,394 $1.0M
Verus Financial Partners, Inc. 0.10% No change 2,362 $1.0M
Presilium Private Wealth, LLC 0.21% No change 2,380 $1.0M
Castleview Partners, LLC 0.65% Reduce -0.1% 2,379 $1.0M
Magnolia Private Wealth, LLC 0.78% No change 2,373 $1.0M
CBIZ Investment Advisory Services, LLC 0.04% Reduce -22.0% 2,362 $1.0M
SFG Wealth Management, LLC. 0.61% No change 2,360 $1.0M
Kavar Capital Partners Group, LLC 0.14% Add +6.0% 2,353 $999K
Beacon Capital Management, LLC 0.13% Add +0.1% 2,352 $998K
Qube Research & Technologies Ltd 0.00% Reduce -82.8% 2,347 $996K
Compton Wealth Advisory Group, LLC 0.25% No change 2,347 $996K
PBMares Wealth Management LLC 0.18% No change 2,342 $994K
Family Manage LLC 0.15% Reduce -3.1% 2,339 $993K
TruNorth Capital Management, LLC 0.22% No change 2,327 $988K
First Financial Corp. 0.44% No change 2,324 $987K
Signature Wealth Management Partners, LLC 0.56% Reduce -5.8% 2,322 $986K
Axis Wealth Partners, LLC 0.65% Reduce -3.9% 2,321 $986K
Eight 31 Financial, LLC 0.65% No change 2,308 $980K
Prosperity Planning, Inc. 0.39% No change 2,301 $977K
LM Advisors LLC 0.13% No change 2,294 $974K
Reston Wealth Management LLC 0.34% Add +0.1% 2,293 $974K
Wealth Architects, LLC 0.10% Reduce -1.6% 2,291 $973K
Union Savings Bank 0.45% Reduce -10.7% 2,208 $972K
One Day In July LLC 0.09% Add +63.0% 2,290 $972K
Kathmere Capital Management, LLC 0.07% Add +44.1% 2,288 $972K
Fortitude Financial, LLC 0.86% Reduce -4.9% 2,287 $971K
Mosaic Financial Group, LLC 0.74% Add +0.0% 2,287 $971K
Hamilton Point Investment Advisors, LLC 0.16% Add +0.3% 2,284 $970K
West Paces Advisors Inc. 0.21% Add +0.9% 2,274 $965K
Elevatus Welath Management 0.32% No change 2,249 $955K
Edgestream Partners, L.P. 0.03% Reduce -10.2% 2,249 $955K
Integrity Wealth Solutions LLC 0.47% Add +0.1% 2,246 $954K
Presidio Capital Management, LLC 0.37% Add +11.2% 2,242 $952K
Larson Financial Group LLC 0.04% Add +1.4% 2,240 $951K
Tennessee Valley Asset Management Partners 0.24% Reduce -13.1% 2,234 $949K
Principle Wealth Partners LLC 0.06% Add +6.7% 2,234 $949K
Full Sail Capital, LLC 0.05% Reduce -0.9% 2,232 $948K
Oak Wealth Advisors LLC 0.61% No change 2,224 $944K
Sightline Wealth Advisors, LLC 0.45% Add +0.1% 2,219 $942K
Leonard Rickey Investment Advisors P.L.L.C. 0.19% Reduce -0.5% 2,219 $942K
Lee Financial Co 0.14% No change 2,219 $942K
Ledyard National Bank 0.09% Reduce -1.7% 2,217 $941K
Texas Yale Capital Corp. 0.03% Add +22.1% 2,208 $937K
Weaver Consulting Group 0.26% No change 2,207 $937K
Private Wealth Advisors, LLC 0.37% No change 2,202 $935K
Anson Capital, Inc. 0.75% No change 2,200 $934K
Strathmore Capital Advisors, Inc. 0.41% — 2,178 $934K
Nicholas Hoffman & Company, LLC. 0.02% Reduce -0.1% 2,196 $933K
Capital Advisors Inc. 0.02% Add +0.8% 2,191 $930K
YANKCOM Partnership 0.45% Reduce -0.2% 2,182 $927K
Atwood & Palmer Inc. 0.06% No change 2,175 $923K
Stockman Wealth Management, Inc. 0.13% No change 2,171 $922K
GEM Asset Management, LLC 0.47% No change 2,167 $921K
Trust Co. of Vermont 0.04% Add +58.7% 2,170 $921K
SpringVest Wealth Management LLC 0.74% Add +4.4% 2,162 $918K
Burney Co./ 0.03% Add +0.2% 2,159 $917K
Mascagni Wealth Management, Inc. 0.78% Reduce -2.4% 2,159 $917K
Capital Wealth Alliance, LLC 0.49% Reduce -3.0% 2,157 $916K
Bordeaux Wealth Advisors LLC 0.12% Reduce -2.0% 2,152 $914K
Sunbelt Securities, Inc. 0.08% Reduce -15.2% 2,274 $913K
J. W. Coons Advisors, LLC 0.21% No change 2,142 $910K
Citizens & Northern Corp. 0.24% Add +0.9% 2,136 $907K
Ibex Wealth Advisors 0.10% New 2,135 $907K
Parsons Capital Management Inc. 0.06% No change 2,131 $905K
Armstrong, Fleming & Moore, Inc 0.49% Add +49.8% 2,124 $902K
Harfst & Associates, Inc. 0.19% Reduce -2.8% 2,119 $900K
CoreCap Advisors, LLC 0.04% Reduce -19.6% 2,118 $899K
Marino, Stram & Associates LLC 0.18% Add +2.4% 2,116 $898K
Towne Trust Company, N.A 0.31% No change 2,112 $897K
Gitterman Wealth Management, LLC 0.21% No change 2,111 $896K
Advisor Resource Council 0.44% Reduce -42.4% 2,109 $895K
Capital Investment Advisory Services, LLC 0.07% Add +0.6% 2,107 $895K
Country Trust Bank 0.02% Add +111.8% 2,103 $893K
Curran Financial Partners, LLC 0.20% Add +13.1% 2,102 $893K
Foster Group, Inc. 0.03% Add +222.9% 2,102 $892K
Burling Wealth Partners, LLC 0.16% Reduce -3.0% 2,100 $892K
Symphony Financial, Ltd. Co. 0.12% New 2,104 $891K
Demars Financial Group, LLC 0.34% Add +2.3% 2,094 $889K
Victory Financial Group, LLC 0.14% Reduce -9.0% 2,092 $888K
KilterHowling LLC 0.53% Add +0.1% 2,087 $886K
ORG Partners LLC 0.19% Add +17.8% 2,098 $886K
Jamison Private Wealth Management, Inc. 0.13% Add +194.1% 2,082 $884K
Kesler, Norman & Wride, LLC 0.16% New 2,072 $880K
Beese Fulmer Investment Management, Inc. 0.07% Add +5.8% 2,070 $879K
Forthright Family Wealth Advisory LLC 0.56% Add +1.1% 2,068 $878K
Gateway Wealth Partners, LLC 0.17% Reduce -6.3% 2,066 $877K
Blue Barn Wealth, LLC 0.41% Add +14.6% 2,051 $871K
Kaydan Wealth Management, Inc. 0.28% Reduce -8.2% 2,048 $870K
Enterprise Bank & Trust Co 0.33% No change 2,047 $869K
Debussy Capital Management LP 0.13% Reduce -4.8% 2,045 $868K
Parker Financial LLC 0.38% Reduce -6.4% 2,045 $868K
Benjamin Edwards Inc. 0.01% Reduce -37.3% 2,040 $866K
Advisory Alpha, LLC 0.03% Add +3.6% 2,038 $865K
LBMC Investment Advisors, LLC 0.06% No change 2,038 $865K
Pps&v Asset Management Consultants, Inc. 0.55% No change 2,036 $864K
Hubbell Strickland Wealth Management, LLC 0.38% Add +0.1% 2,036 $864K
PUREfi Wealth, LLC 0.69% Reduce -7.1% 2,027 $861K
William Howard & Co Financial Advisors Inc 0.75% Add +0.1% 2,018 $857K
YHB Investment Advisors, Inc. 0.07% Add +1.9% 2,017 $856K
Insight Wealth Strategies, LLC 0.11% No change 2,038 $856K
JTC Employer Solutions Trustee Ltd 0.08% No change 2,016 $856K
Heritage Investors Management Corp. 0.03% Reduce -1.0% 2,016 $856K
TRUE Private Wealth Advisors 0.10% No change 2,015 $856K
Pennington Partners & Co., LLC 0.46% No change 2,013 $855K
Rosenblum Silverman Sutton S F Inc. 0.21% Add +4.4% 2,008 $853K
Ring Mountain Capital, LLC 0.52% Reduce -2.8% 1,960 $851K
Sovereign Financial Group, Inc. 0.18% Reduce -3.1% 2,001 $850K
Navis Wealth Advisors, LLC 0.72% No change 2,000 $849K
Sage Rhino Capital LLC 0.18% No change 2,000 $849K
Blue Chip Partners, LLC 0.07% Add +8.4% 1,992 $846K
North Star Investment Management Corp. 0.06% Add +32.4% 1,992 $846K
McIlrath & Eck, LLC 0.10% Reduce -0.1% 1,989 $844K
Wealthgarden F.S. LLC 0.70% Reduce -0.8% 1,910 $841K
Muirfield Wealth Advisors LLC 0.67% Add +0.1% 1,981 $841K
Cassia Capital Partners, LLC 0.51% No change 1,980 $841K
First Manhattan Co. Llc. 0.00% Add +11.2% 1,971 $837K
MMBG Investment Advisors Co. 0.08% No change 1,969 $836K
Anchor Investment Management, LLC 0.07% Reduce -0.6% 1,965 $834K
EnRich Financial Partners LLC 0.26% No change 1,965 $834K
First Trust Advisors LP 0.00% Add +70.3% 1,960 $832K
EdgeRock Capital LLC 0.26% New 1,952 $829K
Gray Private Wealth, LLC 0.44% No change 1,948 $827K
Northwest Capital Management Inc 0.45% No change 1,940 $824K
Hazlett, Burt & Watson, Inc. 0.34% Reduce -4.7% 1,938 $823K
Von Berge Wealth Management Group, LLC 0.46% Reduce -3.6% 1,900 $822K
Henrickson Nauta Wealth Advisors, Inc. 0.28% No change 1,935 $822K
Allred Capital Management, LLC 0.31% No change 1,932 $820K
Nabity-Jensen Investment Management Inc 0.60% No change 1,931 $820K
Gibson Capital, LLC 0.16% No change 1,930 $819K
Aufman Associates Inc 0.50% New 1,927 $818K
Lam Group, Inc. 0.55% No change 1,925 $817K
Telos Capital Management, Inc. 0.08% Add +1.3% 1,924 $817K
King Wealth Management Group 0.11% No change 1,922 $816K
Weatherly Asset Management L. P. 0.07% No change 1,915 $813K
BIP Wealth, LLC 0.05% Reduce -3.5% 1,910 $811K
TCI Wealth Advisors, Inc. 0.06% Add +1.1% 1,908 $810K
Traphagen Investment Advisors LLC 0.08% Add +0.1% 1,908 $810K
Bragg Financial Advisors, Inc 0.03% No change 1,904 $808K
Pension & Wealth Management Advisors, Inc. 0.27% No change 1,899 $806K
Camden National Bank 0.12% No change 1,895 $805K
Trust Co. of Toledo NA 0.09% New 1,895 $805K
Patten & Patten Inc. 0.05% Reduce -0.8% 1,895 $805K
Jacobsen Capital Management 0.30% Add +0.4% 1,894 $804K
Pacific Point Advisors, LLC 0.44% No change 1,893 $804K
Sandy Cove Advisors, LLC 0.29% Add +16.6% 1,893 $804K
Lodestar Private Asset Management LLC 0.09% Reduce -6.2% 1,891 $803K
Providence First Trust Co 0.28% Add +0.1% 1,877 $797K
Higgins & Schmidt Wealth Strategies LLC 0.44% New 1,874 $796K
Magnolia Capital Advisors LLC 0.20% Reduce -0.8% 1,874 $796K
Asset Allocation Strategies LLC 0.18% Reduce -46.4% 1,870 $794K
Lionshead Wealth Management, LLC 0.73% Add +4.5% 1,870 $794K
Howard Wealth Management, LLC 0.40% Reduce -0.5% 1,870 $794K
Hanover Advisors Inc. 0.32% No change 1,869 $794K
St Germain D J Co. Inc. 0.03% Add +15.0% 1,869 $794K
CFO4Life Group, LLC 0.12% Add +0.1% 1,861 $790K
Creative Financial Designs Inc. 0.06% Add +1.5% 1,858 $789K
Brogan Financial, Inc. 0.35% Add +0.1% 1,857 $788K
Persium Advisors, LLC 0.65% No change 1,846 $784K
Oxler Private Wealth LLC 0.25% Add +0.1% 1,842 $782K
Signature Estate & Investment Advisors LLC 0.02% Add +1.5% 1,842 $782K
Northwest Financial Advisors 1.09% Reduce -10.8% 1,838 $780K
Alpine Bank Wealth Management 0.12% Add +4.6% 1,836 $780K
Greenhouse Wealth Management, LLC 0.50% Add +0.1% 1,836 $779K
Acima Private Wealth, LLC 0.26% No change 1,829 $777K
Benedict Financial Advisors Inc. 0.18% No change 1,824 $774K
Bridgewater Advisors Inc. 0.06% No change 1,763 $774K
Little House Capital LLC 0.19% Reduce -5.6% 1,822 $774K
S.E.E.D. Planning Group LLC 0.24% No change 1,822 $774K
Sunpointe, LLC 0.31% No change 1,817 $771K
Calton & Associates, Inc. 0.13% New 1,812 $770K
Stonehearth Capital Management, LLC 0.32% No change 1,812 $769K
Money Concepts Capital Corp. 0.05% Reduce -18.4% 1,809 $768K
Taylor & Morgan Wealth Management, LLC 0.52% No change 1,804 $766K
Cypress Financial Planning LLC 0.25% No change 1,798 $763K
Stanley-Laman Group, Ltd. 0.11% No change 1,797 $763K
Legacy Capital Wealth Partners, LLC 0.17% Add +98.2% 1,796 $763K
Baring Financial LLC 0.57% No change 1,796 $763K
Parr McKnight Wealth Management Group, LLC 0.10% No change 1,794 $762K
Warner Financial, Inc. 0.31% Add +0.1% 1,792 $761K
Exchange Traded Concepts, LLC 0.01% New 1,781 $756K
Valley Wealth Managers, Inc. 0.05% Reduce -10.1% 1,779 $755K
Integrity Alliance, Llc. 0.04% Reduce -52.3% 1,779 $755K
Retirement Solution LLC 0.19% New 1,772 $752K
Promus Capital, LLC 0.49% Add +330.7% 1,766 $750K
Mason Investment Advisory Services, Inc. 0.04% Add +0.1% 1,766 $750K
Bristlecone Advisors, LLC 0.06% No change 1,764 $749K
Facet Wealth, Inc. 0.02% Add +7.5% 1,697 $747K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -5.3% 1,751 $743K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -3.0% 1,751 $743K
Alpha Cubed Investments, LLC 0.03% Reduce -7.5% 1,747 $742K
Mairs & Power Inc. 0.01% No change 1,746 $741K
Family Investment Center, Inc. 0.17% Reduce -0.7% 1,741 $739K
waypoint wealth counsel 0.36% Reduce -1.0% 1,733 $736K
Burton Enright Welch 0.13% No change 1,733 $736K
Francis Financial, Inc. 0.17% No change 1,731 $735K
Barnett & Company, Inc. 0.58% Reduce -1.0% 1,729 $734K
Lauterbach Financial Advisors, LLC 0.40% No change 1,728 $734K
Goldstone Financial Group, LLC 0.10% Reduce -0.4% 1,713 $734K
Beaird Harris Wealth Management, LLC 0.06% Reduce -4.8% 1,725 $732K
NWF Advisory Services Inc. 0.09% Add +19.4% 1,725 $732K
Kingstone Capital Partners Texas, LLC 0.48% Reduce -30.3% 1,723 $731K
Logan Capital Management Inc. 0.03% Reduce -82.5% 1,710 $726K
Kirtland Hills Capital Management, LLC 0.33% No change 1,707 $725K
BKM Wealth Management, LLC 0.28% Add +16.9% 1,707 $725K
Milestone Asset Management Group, LLC 0.54% No change 1,703 $723K
Cornell Pochily Investment Advisors, Inc. 0.24% Add +0.3% 1,700 $722K
Bell Bank 0.03% Reduce -3.7% 1,700 $722K
Renaissance Technologies 0.00% New 1,700 $722K
Pine Valley Investments Ltd Liability Co 0.04% Add +10.1% 1,691 $718K
O'ROURKE & COMPANY, Inc 0.33% Reduce -0.8% 1,686 $716K
Ariadne Wealth Management, LP 0.34% Reduce -5.1% 1,589 $715K
Csenge Advisory Group 0.04% Reduce -8.8% 1,789 $715K
Tyche Wealth Partners LLC 0.14% Reduce -2.1% 1,681 $714K
Precision Wealth Strategies, LLC 0.23% Add +17.1% 1,677 $712K
Builder Investment Group Inc. 0.18% Reduce -4.6% 1,675 $711K
Commonwealth Retirement Investments LLC 0.27% No change 1,674 $711K
Thoroughbred Financial Services, LLC 0.05% Reduce -56.4% 1,674 $710K
Headlands Technologies LLC 0.09% Add +124.1% 1,672 $710K
Sachem Hill LLC 0.14% Reduce -10.7% 1,669 $709K
Peak Planning Group, LLC 0.45% Reduce -34.5% 1,663 $706K
Matthew Goff Investment Advisor, LLC 0.13% No change 1,662 $706K
JB Capital LLC 0.03% Add +2.8% 1,656 $703K
Capital Investment Counsel, LLC 0.11% New 1,643 $698K
Montis Financial, LLC 0.19% Reduce -1.0% 1,642 $697K
Left Brain Wealth Management, LLC 0.24% No change 1,635 $694K
Poehling Capital Management, INC. 0.16% No change 1,632 $693K
Orin Green Financial, LLC 0.29% No change 1,630 $692K
Journey Advisory Group, LLC 0.05% Add +3.5% 1,627 $691K
Sage Private Wealth Group, LLC 0.44% Add +45.0% 1,626 $691K
Financial Insights, Inc. 0.25% Reduce -4.6% 1,625 $690K
First Merchants Corp. 0.03% Reduce -31.5% 1,624 $690K
North Berkeley Wealth Management, LLC 0.63% Reduce -12.2% 1,621 $688K
Farmers & Merchants Trust Co of Chambersburg PA 0.22% No change 1,621 $688K
Joel Adams & Associates, Inc. 0.61% Add +106.2% 1,619 $688K
Mfa Wealth Advisors, LLC 0.16% Add +1.2% 1,619 $687K
Jentner Corp 0.18% Reduce -0.3% 1,616 $686K
PKS Advisory Services, LLC 0.17% Add +21.6% 1,615 $686K
Moors & Cabot, Inc. 0.03% Add +29.8% 1,615 $686K
Pinion Investment Advisors, LLC 0.24% No change 1,613 $685K
GoalVest Advisory LLC 0.17% No change 1,613 $685K
Well Done, LLC 0.13% No change 1,612 $684K
Hudson Capital Management LLC 0.20% No change 1,605 $681K
Astoria Portfolio Advisors LLC. 0.19% Add +72.3% 1,554 $680K
S&co Inc. 0.04% Reduce -0.9% 1,602 $680K
Dempze Nancy E 0.39% No change 1,600 $679K
Clarity Wealth Advisors, LLC 0.17% Reduce -1.2% 1,596 $678K
Obsidian Cio, LLC 0.10% Add +0.5% 1,590 $675K
Uptick Partners, LLC 0.19% Add +47.4% 1,582 $672K
Macroview Investment Management LLC 0.55% Add +0.1% 1,579 $671K
Global Trust Asset Management, LLC 0.36% No change 1,577 $670K
Pettyjohn, Wood & White, Inc. 0.12% No change 1,573 $668K
Glen Eagle Advisors, LLC 0.10% Reduce -0.8% 1,572 $667K
Rockland Trust Co. 0.03% No change 1,560 $662K
Beverly Hills Private Wealth, LLC 0.13% No change 1,560 $662K
Mattern Wealth Management LLC 0.14% No change 1,557 $661K
Twele Capital Management, Inc. 0.13% No change 1,553 $659K
Compass Ion Advisors, LLC 0.07% No change 1,551 $659K
Altus Wealth Management, LLC 0.31% No change 1,543 $655K
LMCG Investments, LLC 0.04% No change 1,543 $655K
Hartford Financial Management Inc. 0.18% No change 1,532 $650K
Catalyst Private Wealth, LLC 0.29% Add +1.3% 1,531 $650K
South Plains Financial, Inc. 0.46% No change 1,529 $649K
JFG Wealth Management, LLC 0.14% No change 1,527 $648K
LRI Investments, LLC 0.05% Reduce -40.8% 1,522 $646K
Requisite Capital Management, LLC 0.14% No change 1,522 $646K
Tyler-Stone Wealth Management 0.10% No change 1,520 $645K
McNamara Financial Services, Inc. 0.13% No change 1,518 $645K
Capital Advantage, Inc. 0.10% Reduce -36.7% 1,515 $643K
Ardent Capital Management, Inc. 0.31% No change 1,510 $641K
Dagco, Inc. 0.18% No change 1,507 $640K
Allium Financial Advisors, LLC 0.56% Reduce -17.2% 1,504 $639K
Richardson Capital Management LLC 0.33% No change 1,501 $637K
Strategic Wealth Partners, Ltd. 0.05% — 1,497 $636K
Ironwood Investment Counsel, LLC 0.10% Reduce -5.9% 1,486 $631K
American Money Management, LLC 0.11% Reduce -2.7% 1,481 $629K
360 Financial, Inc. 0.20% Add +10.4% 1,478 $628K
New Millennium Group LLC 0.35% No change 1,476 $627K
LGL Partners, LLC 0.28% Add +0.1% 1,414 $625K
Landmark Wealth Management, LLC 0.27% No change 1,473 $625K
Point Windward Advisors Inc. 0.28% No change 1,471 $625K
Liberty Capital Management, Inc. 0.13% No change 1,465 $622K
LVM Capital Management Ltd. 0.06% No change 1,465 $622K
Charter Oak Capital Management, LLC 0.05% No change 1,459 $619K
Daner Wealth Management, LLC 0.43% — 1,375 $619K
Stone Summit Wealth LLC 0.19% No change 1,458 $619K
PACK Private Wealth, LLC 0.33% No change 1,456 $618K
Invictus Private Wealth, LLC 0.04% Reduce -3.5% 1,454 $617K
Net Worth Advisory Group 0.14% Add +18.6% 1,454 $617K
AGH Wealth Advisors, LLC 0.51% No change 1,450 $616K
Rice Partnership, LLC 0.11% Add +13.3% 1,450 $616K
Advyzon Investment Management, LLC 0.14% New 1,448 $615K
HRC Wealth Management, LLC 0.33% Add +0.1% 1,441 $612K
Harbor Group, Inc. 0.11% Add +0.1% 1,437 $610K
Kovack Advisors, Inc. 0.06% Add +1.2% 1,437 $610K
Warren Street Wealth Advisors, LLC 0.20% Add +107.4% 1,433 $608K
Catalina Capital Group, LLC 0.41% Reduce -9.6% 1,430 $607K
MCF Advisors LLC 0.04% No change 1,429 $607K
Halbert Hargrove Global Advisors, LLC 0.03% Add +17.9% 1,426 $606K
SMI Advisory Services, LLC 0.12% New 1,403 $605K
Kestra Investment Management, LLC 0.02% Reduce -2.4% 1,424 $605K
Strategic Financial Concepts, LLC 0.09% Reduce -26.8% 1,424 $604K
Royal Harbor Partners, LLC 0.22% No change 1,423 $604K
Shelton Capital Management 0.01% No change 1,419 $602K
New England Professional Planning Group Inc. 0.27% Add +77.6% 1,417 $602K
Wealth Management Partners, LLC 0.21% Reduce -0.8% 1,414 $601K
Novus Advisors, LLC 0.92% Reduce -17.7% 1,416 $601K
Valtrion Capital Management, LLC 0.72% Add +3.2% 1,416 $601K
Strategy Asset Managers LLC 0.11% Add +7.0% 1,414 $600K
World Equity Group, Inc. 0.16% Add +4.8% 1,412 $600K
First National Bank of Omaha 0.04% New 1,412 $600K
Everstar Asset Management, LLC 0.37% No change 1,410 $599K
Peachtree Investment Partners, LLC 0.23% Reduce -1.3% 1,408 $598K
Boston Family Office LLC 0.04% No change 1,403 $596K
Vantage Financial Partners, LLC 0.14% Reduce -17.0% 1,403 $596K
Trek Financial, LLC 0.04% Add +56.7% 1,401 $595K
Alliance Wealth Advisors, LLC 0.32% Reduce -0.7% 1,397 $593K
IAG Wealth Partners, LLC 0.08% Add +7.8% 1,395 $592K
North Capital, Inc. 0.51% Reduce -0.5% 1,391 $591K
Heritage Investment Group, Inc. 0.10% No change 1,389 $590K
Cardinal Point Capital Management ULC 0.05% No change 1,389 $590K
Financial Life Planners 0.48% Reduce -2.8% 1,387 $589K
TCFG Wealth Management, LLC 0.27% Add +92.5% 1,380 $586K
Accurate Wealth Management, LLC 0.09% Add +31.2% 1,366 $586K
Sentinel Wealth Management, Inc. 0.55% — 1,373 $583K
RPG Investment Advisory, LLC 0.07% Reduce -50.6% 1,372 $583K
New Age Alpha Advisors, LLC 0.03% Reduce -1.1% 1,371 $582K
Maridea Wealth Management LLC 0.15% Add +5.2% 1,369 $581K
Gilbert & Cook, Inc. 0.08% No change 1,367 $580K
Kendall Capital Management 0.15% Reduce -37.7% 1,365 $580K
Signal Advisors Wealth, LLC 0.05% Reduce -19.5% 1,364 $579K
Moser Wealth Advisors, LLC 0.28% No change 1,362 $578K
Sfmg, LLC 0.04% No change 1,362 $578K
Legacy Private Trust Co. 0.04% No change 1,362 $578K
FSM Wealth Advisors, LLC 0.09% Reduce -2.2% 1,359 $578K
Safeguard Investment Advisory Group, LLC 0.14% No change 1,361 $578K
Webster Bank, N. A. 0.06% Reduce -5.0% 1,358 $577K
Kraft, Davis & Associates, LLC 0.16% Reduce -85.1% 1,306 $576K
Klingenstein Fields & Co. LP 0.02% Reduce -3.6% 1,355 $575K
Motco 0.06% Add +0.3% 1,306 $575K
ESL Trust Services, LLC 0.12% Reduce -2.9% 1,353 $574K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.1% 1,353 $574K
Bourgeon Capital Management LLC 0.12% No change 1,350 $573K
Reliant Wealth Planning 0.22% No change 1,347 $572K
Elwood & Goetz Wealth Advisory Group, LLC 0.12% Add +19.7% 1,345 $571K
Eastern Bank 0.01% Reduce -11.6% 1,344 $571K
Compass Wealth Management LLC 0.14% No change 1,340 $569K
Centaurus Financial, Inc. 0.03% Add +7.0% 1,338 $568K
Oak Ridge Investments LLC 0.04% New 1,337 $568K
Impact Partnership Wealth, LLC 0.10% Add +4.9% 1,337 $568K
Rainier Family Wealth Inc. 0.57% Add +12.5% 1,332 $566K
Empire Financial Management Company, LLC 0.16% Reduce -10.8% 1,331 $565K
Nomura Asset Management Co. Ltd. 0.00% No change 1,330 $565K
MontVue Capital Management, Inc. 0.40% No change 1,328 $564K
Liberty Square Wealth Partners LLC 0.19% No change 1,326 $563K
Colonial Trust Advisors 0.05% Reduce -1.9% 1,326 $563K
First American Trust, FSB 0.04% No change 1,325 $563K
Global Wealth Management Investment Advisory, Inc. 0.11% Reduce -0.1% 1,322 $561K
JT Stratford LLC 0.09% New 1,322 $561K
Financial Guidance Group, Inc. 0.27% No change 1,320 $560K
Juncture Wealth Strategies, LLC 0.20% No change 1,320 $560K
Horizon Investment Services, LLC 0.25% No change 1,319 $560K
JPL Wealth Management, LLC 0.15% No change 1,305 $554K
Cardinal Strategic Wealth Guidance 0.16% Reduce -12.9% 1,304 $554K
Penobscot Investment Management Company, Inc. 0.05% Reduce -1.0% 1,303 $553K
Collar Capital Management, LLC 0.46% No change 1,300 $552K
Stonebrook Private Inc. 0.13% Add +88.4% 1,300 $552K
Millstone Evans Group, LLC 0.38% No change 1,299 $552K
Wayfinding Financial, LLC 0.25% No change 1,253 $551K
Mayflower Financial Advisors, LLC 0.08% Reduce -36.2% 1,296 $550K
Pillar Financial Advisors, LLC 0.38% No change 1,290 $548K
Gemmer Asset Management LLC 0.05% Add +43.3% 1,284 $545K
Waterloo Capital, L.P. 0.04% Reduce -18.5% 1,283 $545K
GWN Securities Inc. 0.10% Reduce -77.4% 1,277 $543K
Impact Capital Partners LLC 0.18% Add +3.7% 1,275 $541K
D.B. Root & Company, LLC 0.16% Reduce -0.1% 1,274 $541K
Legacy Wealth Management, LLC 0.03% No change 1,274 $541K
Eagle Bay Advisors LLC 0.45% No change 1,270 $539K
Evolution Wealth Advisors, LLC 0.08% Add +4.3% 1,270 $539K
Wise Wealth Partners 0.90% Reduce -6.6% 1,269 $539K
Nvwm, LLC 0.13% New 1,264 $537K
Mission Creek Capital Partners, Inc. 0.12% Reduce -2.2% 1,263 $536K
Evelyn Partners Asset Management Ltd 0.13% Reduce -0.9% 1,250 $531K
Sugar Maple Asset Management, LLC 0.41% New 1,249 $530K
Peoples Bank 0.33% Reduce -0.1% 1,245 $529K
Patrick M Sweeney & Associates, Inc. 0.36% No change 1,232 $528K
Antonelli Financial Advisors, LLC 0.38% Add +2.6% 1,242 $527K
IRON Financial LLC 0.28% Add +10.7% 1,241 $527K
Novem Group 0.07% Add +3.3% 1,239 $526K
Alpha Financial Advisors, LLC 0.20% Add +0.2% 1,237 $525K
German American Bancorp, Inc. 0.05% No change 1,235 $524K
LongView Wealth Management 0.16% Add +21.2% 1,231 $523K
Aspen Investment Management Inc 0.22% No change 1,230 $522K
Fairway Wealth LLC 0.17% No change 1,229 $522K
Guerra Pan Advisors, LLC 0.34% No change 1,225 $520K
FFT Wealth Management LLC 0.10% No change 1,174 $519K
Integris Wealth Management, LLC 0.14% No change 1,222 $519K
Cypress Wealth Services, LLC 0.09% Reduce -7.6% 1,221 $519K
Disciplined Investors, L.L.C. 0.40% Add +1.0% 1,220 $518K
MSH Capital Advisors LLC 0.15% Add +0.1% 1,217 $517K
Princeton Global Asset Management LLC 0.09% No change 1,217 $517K
Northstar Asset Management Inc. 0.14% No change 1,215 $516K
Dana Investment Advisors, Inc. 0.02% Add +1.1% 1,212 $515K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% Add +0.1% 1,212 $515K
GenTrust, LLC 0.02% No change 1,211 $514K
Headland Capital, LLC 0.15% New 1,207 $513K
Hiley Hunt Wealth Management 0.26% No change 1,205 $512K
Naples Global Advisors, LLC 0.04% Reduce -2.4% 1,207 $512K
Aries Wealth Management 0.13% Reduce -29.1% 1,205 $512K
Gordian Advisors LLC 0.37% No change 1,204 $511K
Millennium Capital Advisors, LLC 0.34% No change 1,203 $511K
Steel Grove Capital Advisors, LLC 0.06% No change 1,200 $509K
Moment Partners, LLC 0.10% No change 1,200 $509K
Park National Corp. 0.02% No change 1,197 $508K
Arvest Investments, Inc. 0.08% Add +8.8% 1,193 $507K
Coordinated Financial Services, Inc. 0.36% — 1,194 $507K
Liberty Wealth Management LLC 0.08% Add +0.2% 1,191 $506K
Triad Wealth Partners, LLC 0.10% Add +14.3% 1,191 $506K
Arlington Financial Advisors, LLC 0.08% Reduce -58.0% 1,190 $505K
BancFirst Trust & Investment Management 0.23% No change 1,194 $504K
Hollow Brook Wealth Management LLC 0.15% No change 1,185 $503K
Pathway Financial Advisors LLC 0.07% Reduce -6.0% 1,185 $503K
Madison Wealth Partners, Inc 0.11% Add +2.4% 1,184 $503K
GFG Capital, LLC 0.15% Reduce -17.4% 1,181 $501K
BlueSky Wealth Advisors, LLC 0.07% No change 1,178 $500K
49 Wealth Management, LLC 0.05% Add +15.8% 1,175 $499K
Coppell Advisory Solutions LLC 0.06% New 1,173 $495K
Stephen J. Garry & Associates, LLC 0.43% Add +84.9% 1,165 $495K
Professional Advisory Services Inc. 0.06% No change 1,158 $492K
Aire Advisors, LLC 0.10% No change 1,159 $492K
Arlington Trust Co LLC 0.10% No change 1,150 $488K
Bfsg, LLC 0.05% Add +5.7% 1,149 $488K
Formidable Asset Management, LLC 0.08% No change 1,348 $487K
One Wealth Management Investment & Advisory Services, LLC 0.63% Reduce -6.3% 1,143 $485K
Paradigm, Strategies in Wealth Management, LLC 0.32% No change 1,143 $485K
Torray Investment Partners LLC 0.07% No change 1,138 $483K
Aspire Capital Advisors LLC 0.13% New 1,137 $483K
Hill Island Financial LLC 0.13% Reduce -2.1% 1,136 $482K
Destiny Wealth Partners, LLC 0.06% New 1,136 $482K
Platform Technology Partners 0.13% No change 1,134 $482K
Texas Capital Bancshares Inc 0.17% Add +6.1% 1,132 $481K
Wernau Asset Management Inc. 0.54% No change 1,132 $481K
Stuart Chaussee & Associates, Inc. 0.11% No change 1,129 $479K
Daymark Wealth Partners, LLC 0.02% Add +4.8% 1,128 $479K
Quest 10 Wealth Builders, Inc. 0.47% Add +3.3% 1,127 $478K
Generation Capital Management LLC 0.38% Add +44.4% 1,126 $478K
Romano Brothers and Company 0.06% No change 1,123 $477K
DecisionPoint Financial, LLC 0.12% Reduce -13.3% 1,134 $476K
Austin Asset Management Co Inc 0.10% No change 1,121 $476K
Everest Private Wealth 0.34% New 1,117 $474K
Edge Financial Advisors LLC 0.25% Reduce -10.9% 1,126 $473K
First Financial Bankshares Inc 0.01% Add +50.9% 1,112 $472K
BXM Wealth LLC 0.56% No change 1,111 $472K
Penney Financial, LLC 0.24% No change 1,103 $468K
Marks Group Wealth Management, Inc 0.04% Reduce -5.2% 1,103 $468K
First PREMIER Bank 0.11% Add +187.7% 1,102 $468K
Future Fund LLC 0.21% New 1,102 $468K
Meeder Advisory Services, Inc. 0.02% Add +17.5% 1,096 $465K
BetterWealth, LLC 0.12% No change 1,096 $465K
Clearstead Trust, LLC 0.09% Add +1887.3% 1,093 $464K
GW&K Investment Management, LLC 0.00% No change 1,093 $464K
Pinnacle Bancorp, Inc. 0.14% No change 1,089 $462K
Fort Point Capital Partners LLC 0.05% Reduce -2.5% 1,088 $462K
Tandem Capital Management Corp. 0.23% No change 1,088 $462K
Newton One Investments LLC 0.15% No change 1,087 $462K
Alpha Zero LLC 0.30% No change 1,087 $462K
Fca Corp. 0.14% No change 1,085 $461K
Redwood Financial Network Corp 0.31% Add +5.3% 1,085 $461K
First Nebraska Trust Co 0.04% No change 1,083 $460K
Skyline Advisors, Inc. 0.17% Add +0.1% 1,083 $460K
Northwest Quadrant Wealth Management, LLC 0.10% Add +0.1% 1,082 $459K
NBT Bank, N.A. 0.03% No change 1,077 $457K
JNBA Financial Advisors 0.04% Reduce -0.1% 1,077 $457K
Roberts Glore & Co. Inc. 0.13% No change 1,076 $457K
Sandbox Financial Partners, LLC 0.14% Add +0.1% 1,075 $457K
WBH Advisory Inc. 0.04% No change 1,075 $456K
Trexquant Investment LP 0.01% Reduce -37.9% 1,075 $456K
Granite Group Advisors, LLC 0.27% No change 1,073 $456K
Hohimer Wealth Management, LLC 0.08% No change 1,071 $455K
Financial Consulate, Inc. 0.09% New 1,070 $454K
Horst & Graben Wealth Management LLC 0.08% Reduce -0.6% 1,070 $454K
Probity Advisors, Inc. 0.08% Reduce -36.0% 1,069 $454K
City State Bank 0.14% Reduce -1.8% 1,066 $453K
W1M Investment Management Ltd 0.01% No change 1,066 $452K
New Perspectives, Inc 0.22% No change 1,057 $449K
LCNB Corp. 0.16% Reduce -1.5% 1,055 $448K
Piscataqua Savings Bank 0.37% No change 1,051 $446K
Bravias Capital Group, LLC 0.33% Reduce -0.3% 1,051 $446K
Harbor Advisory Corp. 0.14% No change 1,050 $446K
Grange Capital, LLC 0.47% No change 1,049 $445K
River Wealth Advisors LLC 0.06% No change 1,043 $443K
Arq Wealth Advisors, LLC 0.15% No change 1,220 $441K
JBR Co Financial Management Inc 0.22% No change 1,037 $440K
FourThought Financial Partners, LLC 0.04% Add +1.4% 1,037 $440K
Tompkins Financial Corp. 0.04% No change 1,034 $439K
BankPlus Trust Department 0.13% Reduce -8.3% 1,033 $439K
First Command Advisory Services, Inc. 0.00% Reduce -4.7% 1,029 $437K
Northwest Bancshares, Inc. 0.08% Reduce -2.6% 1,025 $435K
Capital Insight Partners, LLC 0.08% No change 1,025 $435K
Schulz Wealth, LTD. 0.33% New 1,024 $435K
Neumann Capital Management, LLC 0.14% No change 1,022 $434K
Optimum Investment Advisors 0.19% Reduce -5.1% 1,021 $433K
Pacific Sun Financial Corp 0.23% Add +0.5% 1,020 $433K
Armstrong Advisory Group, Inc. 0.03% Add +5.9% 1,019 $433K
Collective Family Office LLC 0.11% Reduce -42.8% 1,018 $432K
Beacon Bank & Trust 0.10% Reduce -1.3% 1,017 $432K
Balboa Wealth Partners 0.09% Add +16.9% 1,015 $431K
Bank of Stockton 0.13% Reduce -2.4% 1,015 $431K
Planning Center, Inc. 0.05% Reduce -32.3% 1,013 $430K
Heritage Wealth Management, Inc. 0.33% Add +8.8% 1,012 $430K
Perennial Advisors, LLC 0.08% Reduce -1.0% 1,012 $430K
Drucker Wealth 3.0, LLC 0.08% No change 1,001 $429K
Vision Capital Management, Inc. 0.06% Add +1.0% 1,009 $428K
Cooper/Haims Advisors, LLC 0.21% No change 1,008 $428K
Clark Asset Management, LLC 0.06% Add +12.5% 1,007 $428K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $428K
LPWM LLC 0.12% No change 1,000 $425K
Foronjy Financial LLC 0.20% — 998 $424K
Fusion Family Wealth, LLC 0.04% No change 997 $423K
Aspire Private Capital, LLC 0.10% No change 992 $421K
Howe & Rusling Inc. 0.03% Add +243.6% 986 $419K
First County Bank 0.22% Add +0.2% 983 $417K
Berger Financial Group, Inc 0.03% No change 983 $417K
TigerOak Management, L.L.C. 0.14% No change 979 $416K
Retireful, LLC 0.28% Reduce -11.5% 972 $413K
Headinvest, LLC 0.09% Reduce -2.1% 972 $413K
Brooklyn Investment Group 0.05% Add +478.8% 4,283 $413K
1776 Wealth LLC 0.17% No change 970 $412K
Blue Fin Capital, Inc. 0.07% Reduce -0.2% 968 $411K
Mayfair Advisory Group, LLC 0.19% Reduce -2.9% 920 $410K
Northstar Financial Companies, Inc. 0.43% New 964 $409K
DMKC Advisory Services, LLC 0.21% New 941 $409K
Chemistry Wealth Management LLC 0.09% Reduce -5.8% 961 $408K
Riverbend Wealth Management, LLC 0.31% Add +48.5% 959 $407K
One Charles Private Wealth Services, LLC 0.11% No change 957 $406K
Greenwich Wealth Management LLC 0.02% Reduce -9.6% 956 $406K
Rialto Wealth Management, LLC 0.11% Reduce -23.0% 955 $405K
Lokken Investment Group LLC 0.16% Add +12.7% 953 $405K
Patriot Investment Management Group, Inc. 0.03% No change 949 $403K
Oder Investment Management, LLC 0.30% Reduce -0.3% 947 $402K
Capital Management Associates, Inc 0.13% Reduce -50.0% 944 $401K
Planwiser Financial, LLC 0.34% Reduce -11.7% 905 $399K
Wilson & Boucher Capital Management, LLC 0.28% No change 940 $399K
F/m Investments LLC 0.01% Reduce -2.0% 939 $399K
Adell Harriman & Carpenter Inc. 0.03% Reduce -2.6% 936 $397K
Ted Buchan & Co 0.16% New 929 $394K
Copia Wealth Management 0.33% Reduce -6.5% 926 $393K
Plimoth Trust Co. LLC 0.09% New 925 $393K
Abacus Planning Group, Inc. 0.06% No change 925 $393K
Black Diamond Financial, LLC 0.06% No change 924 $392K
Fortitude Family Office, LLC 0.13% No change 924 $392K
Values Added Financial LLC 0.19% No change 920 $391K
Commons Capital, LLC 0.30% No change 919 $390K
Werba Rubin Papier Wealth Management 0.07% Add +52.7% 919 $390K
HCR Wealth Advisors 0.05% Reduce -5.9% 918 $390K
Hager Investment Management Services, LLC 0.23% Reduce -18.6% 917 $389K
Main Management LLC 0.03% Reduce -57.0% 915 $388K
Arcadia Investment Advisors LLC 0.20% No change 913 $388K
McElhenny Sheffield Capital Management, LLC 0.10% No change 913 $388K
ZWJ Investment Counsel Inc. 0.01% Reduce -12.0% 913 $388K
New Republic Capital, LLC 0.14% Reduce -38.3% 912 $387K
Wealthquest Corp 0.03% No change 910 $386K
Matisse Capital 0.18% No change 907 $385K
Ironwood Investment Management LLC 0.19% No change 906 $385K
MKT Advisors LLC 0.15% No change 914 $384K
Berkeley, Inc 0.14% Add +0.1% 904 $384K
Elk River Wealth Management LLC 0.07% No change 901 $383K
Braun Stacey Associates Inc. 0.01% Reduce -25.5% 899 $382K
Dahring | Cusmano LLC 0.30% Add +0.1% 899 $382K
Abbot Financial Management, Inc. 0.18% Reduce -1.3% 896 $380K
Lakeshore Financial Planning, Inc. 0.15% Add +12.9% 894 $380K
West Financial Advisors, LLC 0.07% Add +51.1% 893 $379K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -52.0% 890 $378K
Aureus Asset Management, LLC 0.02% No change 888 $377K
Private Management Group Inc. 0.01% Reduce -0.2% 888 $377K
Clarity Capital Partners LLC 0.13% Reduce -2.0% 886 $376K
First National Bank of Hutchinson 0.23% No change 885 $376K
Patton Albertson Miller Group, LLC 0.05% No change 880 $374K
Strategic Financial Partners, Ltd. 0.17% No change 879 $373K
Fiera Capital Corp 0.00% Reduce -46.3% 875 $372K
Phillips Financial Management, LLC 0.03% No change 874 $371K
Summit Investment Advisory Services, LLC 0.16% No change 873 $371K
DRW Securities, LLC 0.03% New 873 $371K
Fort Sheridan Advisors LLC 0.05% Reduce -19.7% 867 $368K
Catalyst Financial Partners LLC 0.04% New 867 $368K
Parcion Private Wealth LLC 0.03% No change 865 $367K
Onyx Bridge Wealth Group LLC 0.05% Reduce -1.7% 861 $366K
Members Trust Co 0.01% Add +28.2% 860 $365K
Round Rock Advisors LLC 0.06% Reduce -6.6% 860 $365K
HM Payson & Co. 0.01% Add +21.5% 859 $365K
Foster & Motley Inc. 0.02% Add +2.3% 854 $363K
Rossby Financial, LCC 0.14% Add +0.9% 854 $363K
JGP Wealth Management, LLC 0.04% No change 853 $362K
SK Wealth Management, LLC 0.16% No change 844 $362K
Carson Advisory Inc. 0.23% Reduce -6.2% 849 $360K
Pinebridge Investments, L.P. 0.00% New 848 $360K
Prestige Wealth Management Group LLC 0.07% No change 847 $360K
Orion Capital Management LLC 0.14% No change 846 $359K
McCarthy & Cox 0.09% No change 846 $359K
Wood Tarver Financial Group, LLC 0.11% No change 846 $359K
Riversedge Advisors, LLC 0.07% Reduce -0.1% 838 $356K
Graves Light Lenhart Wealth, Inc. 0.04% No change 838 $356K
Prasad Wealth Partners, LLC 0.10% Add +0.1% 835 $355K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% Reduce -1.2% 805 $354K
Cedar Wealth Management, LLC 0.12% No change 832 $353K
Shepherd Financial Partners LLC 0.04% Reduce -1.5% 831 $353K
Intellus Advisors LLC 0.05% New 829 $352K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -40.2% 826 $351K
Aspect Partners, LLC 0.17% No change 825 $350K
First Bancorp, Inc 0.20% Add +1.2% 825 $350K
Grey Ledge Advisors, LLC 0.09% Reduce -1.0% 824 $350K
Childress Capital Advisors, LLC 0.09% Reduce -12.2% 822 $349K
M3 Advisory Group, LLC 0.24% No change 822 $349K
Parker Investment Management, LLC 0.05% No change 821 $349K
Act Wealth Management, LLC 0.15% Add +3.0% 820 $348K
Creative Capital Management Investments LLC 0.12% Add +9.1% 818 $347K
Root Financial Partners, LLC 0.03% Reduce -48.4% 816 $346K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -8.1% 810 $344K
Range Financial Group LLC 0.13% Reduce -0.1% 809 $343K
Tiller Private Wealth, Inc. 0.13% No change 806 $343K
Kondo Wealth Advisors, Inc. 0.15% New 816 $343K
Center for Financial Planning, Inc. 0.04% Reduce -21.8% 807 $343K
Guyasuta Investment Advisors Inc. 0.02% No change 807 $343K
Roundview Capital LLC 0.02% No change 804 $341K
Peak Financial Advisors LLC 0.17% Reduce -9.6% 804 $341K
High Net Worth Advisory Group LLC 0.09% No change 803 $341K
UNIVEST FINANCIAL Corp 0.02% Reduce -58.8% 803 $341K
Permanens Capital L.P. 0.05% New 802 $340K
Aspetuck Financial Management LLC 0.26% No change 800 $340K
Vertex Planning Partners, LLC 0.07% No change 800 $340K
LVW Advisors, LLC 0.04% Add +0.1% 797 $338K
Valpey Financial Services, LLC 0.23% — 795 $338K
Kaufman Rossin Wealth, LLC 0.21% No change 795 $338K
Texas Capital Bank Wealth Management Services Inc 0.03% No change 793 $337K
Richard P Slaughter Associates Inc 0.07% Add +32.3% 791 $336K
Bonfire Financial 0.27% No change 789 $335K
Alterna Wealth Management, Inc. 0.27% Add +17.2% 789 $335K
Sonora Investment Management Group, LLC 0.02% No change 787 $334K
Novare Capital Management LLC 0.03% Add +6.5% 786 $334K
IMA Advisory Services, Inc. 0.04% Reduce -13.8% 784 $333K
RB Capital Management, LLC 0.08% Reduce -10.2% 781 $332K
Grandfield & Dodd, LLC 0.02% Add +6.6% 777 $330K
BlackDiamond Wealth Management, LLC 0.19% New 784 $329K
FWG Holdings, LLC 0.15% No change 748 $329K
Future You Wealth LLC 0.18% No change 774 $329K
Prospera Capital Management, LLC 0.18% No change 772 $328K
Emergent Wealth Advisors, LLC 0.21% Add +0.1% 771 $327K
Equita Financial Network, Inc. 0.13% No change 768 $326K
Main Street Research LLC 0.02% No change 766 $325K
Marietta Investment Partners LLC 0.07% No change 762 $324K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -3.3% 762 $324K
Aurora Private Wealth, Inc. 0.24% Add +2.4% 759 $322K
Vestor Capital, LLC 0.02% Add +1347.8% 8,701 $322K
Prospect Financial Services LLC 0.20% Reduce -6.8% 754 $320K
Mitchell McLeod Pugh & Williams Inc. 0.06% New 753 $320K
Family Office Research LLC 0.15% No change 752 $320K
Brave Asset Management Inc. 0.09% No change 752 $319K
QTR Family Wealth, LLC 0.20% No change 750 $319K
Legacy Bridge, LLC 0.15% No change 750 $318K
Aspire Growth Partners LLC 0.26% No change 749 $318K
Hollencrest Capital Management 0.01% No change 749 $318K
Opulen Financial Group LLC 0.26% Add +0.1% 742 $315K
Navigation Wealth Management, Inc. 0.46% New 741 $315K
First National Bank & Trust Co. of Newtown 0.06% No change 741 $315K
Mitchell Sinkler & Starr 0.15% No change 740 $314K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 740 $314K
Certus Wealth Management, LLC 0.20% No change 739 $314K
IFS Advisors, LLC 0.24% Add +22.4% 737 $313K
Compass Wealth Management, LLC 0.17% — 736 $312K
Delta Financial Advisors LLC 0.11% No change 736 $312K
Accelerate Investment Advisors LLC 0.23% New 735 $312K
Three Magnolias Financial Advisors, LLC 0.22% No change 735 $312K
Shufro Rose & Co. LLC 0.03% No change 864 $312K
American National Bank & Trust 0.03% Reduce -31.6% 733 $311K
Horizons Wealth Management 0.22% No change 732 $311K
Gibbs Wealth Management 0.06% New 729 $310K
Avondale Wealth Management 0.17% No change 725 $308K
Buttonwood Financial Advisors Inc. 0.12% No change 725 $308K
MainStreet Investment Advisors LLC 0.04% No change 723 $307K
OneAscent Financial Services LLC 0.02% New 723 $306K
LaFleur & Godfrey LLC 0.04% No change 720 $306K
Jim Saulnier & Associates, LLC 0.21% Add +0.1% 720 $306K
LaSalle St. Investment Advisors, LLC 0.08% Reduce -22.4% 720 $305K
Boston Common Asset Management, LLC 0.01% No change 718 $305K
TD Capital Management LLC 0.03% No change 717 $305K
WealthTrust Axiom LLC 0.09% No change 714 $303K
Morton Brown Family Wealth, LLC 0.09% No change 712 $302K
Andrews, Lucia Wealth Management LLC 0.20% No change 711 $302K
Inspirion Wealth Advisors, LLC 0.04% No change 711 $302K
ARK Investment Management 0.00% Add +1265.4% 710 $302K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +2.2% 710 $302K
Auxano Advisors, LLC 0.07% No change 708 $301K
Dravo Bay LLC 0.14% No change 706 $300K
L.M. Kohn & Company 0.08% Reduce -1.8% 704 $299K
Ulland Investment Advisors, LLC 0.24% Reduce -1.1% 703 $298K
Jacksonville Wealth Management, LLC 0.24% No change 701 $298K
Ashford Capital Management Inc. 0.04% Reduce -26.8% 701 $298K
Sequent Asset Management, LLC 0.24% No change 700 $297K
Morse Asset Management, Inc 0.07% No change 700 $297K
Lake Street Private Wealth, LLC 0.04% Reduce -5.8% 699 $297K
Cape Cod Five Cents Savings Bank 0.03% No change 790 $297K
Cornerstone Management, Inc. 0.05% No change 698 $296K
Precedent Wealth Partners, LLC 0.07% No change 696 $296K
Aldebaran Financial Inc. 0.33% No change 694 $295K
Investors Research Corp 0.06% Add +7.8% 690 $293K
Affinity Wealth Management LLC 0.05% No change 690 $293K
Williams Jones Wealth Management, LLC. 0.00% Reduce -0.7% 685 $291K
Kelleher Financial Advisors 0.10% No change 682 $290K
Keystone Financial Group 0.03% No change 677 $287K
DSM Capital Partners LLC 0.00% Reduce -19.0% 675 $287K
Trust Co 0.03% Reduce -0.1% 674 $286K
Pacific Center for Financial Services 0.08% No change 673 $286K
Robinswood Financial LLC 0.10% No change 670 $285K
FF Advisors,LLC 0.15% New 670 $284K
Old Second National Bank of Aurora 0.06% No change 667 $283K
Cetera Trust Company, N.A 0.17% No change 666 $283K
Granite Bay Wealth Management, LLC 0.09% No change 665 $282K
Bowman & Co S.C. 0.13% No change 663 $281K
Canopy Partners, LLC 0.10% Reduce -12.6% 657 $279K
Capital Research Global Investors 0.00% Add +2.6% 658 $277K
Exchange Capital Management, Inc. 0.04% Add +7.0% 653 $277K
Legacy Solutions, LLC 0.27% New 652 $277K
Eastover Investment Advisors LLC 0.12% No change 652 $277K
Valtinson Bruner Financial Planning LLC 0.09% Add +2.2% 651 $276K
Howard Financial Services, LTD. 0.04% Add +0.6% 649 $276K
Security Financial Services, INC. 0.05% No change 649 $276K
Pure Portfolios Holdings LLC 0.09% Reduce -10.0% 648 $275K
Harold Davidson & Associates Inc. 0.18% New 647 $275K
M.E. Allison & Co., Inc. 0.22% No change 646 $274K
RVW Wealth, LLC 0.02% No change 645 $274K
RPS Advisory Solutions LLC 0.15% New 645 $274K
All Terrain Financial Advisors, LLC 0.10% No change 643 $273K
Boston Research & Management Inc. 0.07% Reduce -10.9% 643 $273K
Fiduciary Group, LLC 0.03% No change 641 $272K
Davidson Investment Advisors 0.01% No change 633 $269K
Access Financial Services, Inc. 0.10% New 632 $268K
Medallion Wealth Advisors, LLC 0.10% No change 632 $268K
Meridian Investment Counsel Inc. 0.07% No change 630 $267K
Oak Harvest Investment Services 0.03% Reduce -8.4% 629 $267K
Montz Harcus Wealth Management LLC 0.13% No change 629 $267K
Gill Capital Partners, LLC 0.09% Add +0.8% 628 $267K
Acorn Financial Advisory Services Inc. 0.04% Reduce -7.7% 627 $266K
Marshall Financial Group, LLC 0.05% New 625 $266K
Advus Financial Partners, LLC 0.07% Reduce -4.3% 625 $265K
Register Financial Advisors LLC 0.12% Add +0.2% 625 $265K
Powell Investment Advisors, LLC 0.10% No change 624 $265K
44 Wealth Management LLC 0.09% No change 620 $263K
Melfa Wealth Management, Inc. 0.17% No change 620 $263K
Global Assets Advisory, LLC 0.10% Reduce -67.3% 625 $263K
Philadelphia Trust Co. 0.02% No change 616 $262K
Walled Lake Planning & Wealth Management, LLC 0.09% Reduce -94.5% 614 $261K
Perkins Coie Trust Co 0.04% Add +81.4% 613 $260K
Wolff Wiese Magana LLC 0.16% No change 612 $260K
Collaborative Wealth Managment Inc. 0.11% No change 611 $259K
Holderness Investments Co. 0.06% No change 610 $259K
TPG Advisors LLC 0.19% No change 610 $259K
ArrowMark Colorado Holdings LLC 0.00% New 610 $259K
Sterling Capital Management LLC 0.00% New 610 $259K
Strata Wealth Advisors, LLC 0.07% No change 606 $257K
Floyd Financial Group LLC 0.24% No change 600 $257K
Wealthcare Capital Partners, LLC 0.13% Reduce -0.5% 603 $256K
Wilkins Investment Counsel Inc. 0.04% Reduce -34.0% 600 $255K
Talon Private Wealth, LLC 0.04% Reduce -33.3% 600 $255K
Cobblestone Capital Advisors LLC 0.01% No change 600 $255K
Fulcrum Capital LLC 0.05% No change 597 $253K
Invst, LLC 0.03% New 597 $253K
Lansing Street Advisors 0.08% No change 594 $252K
Heritage Family Offices, LLP 0.13% No change 700 $252K
Lion Street Advisors, LLC 0.08% Reduce -0.3% 593 $252K
Kellett Wealth Advisors, LLC 0.16% Add +0.2% 593 $252K
Tounjian Advisory Partners, LLC 0.05% No change 698 $252K
Tribridge Partners Financial LLC 0.15% — 592 $251K
Cypress Capital, LLC 0.07% Reduce -97.3% 590 $251K
Prosperity Financial Group, Inc. 0.11% Add +3.4% 584 $248K
CVA Family Office, LLC 0.03% No change 584 $248K
Thrive Capital Management, LLC 0.08% New 581 $247K
Financial Advisors Network, Inc. 0.04% No change 580 $246K
DGS Capital Management, LLC 0.05% New 580 $246K
Amara Financial, Llc. 0.22% No change 578 $246K
Vident Advisory, LLC 0.00% Add +0.9% 578 $245K
Pecaut & Co. 0.08% Reduce -1.9% 576 $244K
Boston Trust Walden Corp 0.00% No change 575 $244K
Bond & Devick Financial Network, Inc. 0.08% New 574 $244K
Bill Few Associates, Inc. 0.07% New 574 $244K
TFG Advisers LLC 0.08% Add +0.2% 574 $244K
Vickerman Investment Advisors, Inc. 0.05% No change 572 $243K
Sachetta, LLC 0.10% Reduce -34.7% 571 $242K
National Wealth Management Group, LLC 0.14% New 571 $242K
Bath Savings Trust Co 0.02% No change 571 $242K
Monument Group Wealth Advisors, LLC 0.15% No change 570 $242K
USAdvisors Wealth Management, LLC 0.09% Reduce -88.7% 571 $242K
Nova Wealth Management, Inc. 0.18% Reduce -5.3% 568 $241K
Burns Matteson Capital Management, LLC 0.12% No change 566 $240K
William Mack & Associates, Inc. 0.15% No change 565 $240K
Atlas Legacy Advisors, LLC 0.05% No change 563 $239K
Wealth Management Nebraska 0.03% Reduce -3.1% 566 $239K
Grantvest Financial Group LLC 0.18% New 562 $239K
Wealth Alliance, LLC 0.03% Reduce -11.8% 562 $239K
Geometric Wealth Advisors 0.04% New 562 $239K
Sunbeam Capital Management, LLC 0.18% No change 560 $238K
Noesis Capital Mangement Corp. 0.04% Reduce -4.0% 560 $238K
Symmetry Partners, LLC 0.03% Add +0.4% 559 $237K
BankPlus Wealth Management LLC 0.16% New 554 $235K
Jackson Thornton Wealth Management, LLC 0.03% New 550 $234K
Focused Wealth Management, Inc 0.03% New 550 $234K
Arbor Wealth Advisors LLC 0.19% New 550 $234K
RDA Financial Network 0.06% Reduce -1.3% 549 $233K
Oxbow Advisors, LLC 0.03% Reduce -3.5% 549 $233K
Evernest Financial Advisors, LLC 0.07% New 545 $231K
Chesapeake Wealth Management 0.08% New 544 $231K
Fielder Capital Group LLC 0.06% New 543 $231K
Capstone Wealth Management Group LLC 0.17% New 543 $231K
Pennsylvania Capital Management Inc. 0.07% New 541 $230K
Altfest L J & Co. Inc. 0.03% New 540 $229K
Brass Tax Wealth Management, Inc. 0.04% New 540 $229K
CWC Advisors, LLC. 0.12% New 539 $229K
West Branch Capital LLC 0.07% No change 538 $228K
Clean Yield Group 0.07% No change 538 $228K
Ritter Daniher Financial Advisory LLC / DE 0.06% No change 535 $227K
Optivise Advisory Services LLC 0.12% New 535 $227K
Strategic Advisors LLC 0.04% New 534 $227K
BLB&B Advisors, LLC 0.01% Reduce -17.5% 534 $227K
Afg Fiduciary Services Limited Partnership 0.15% New 538 $226K
Lineweaver Wealth Advisors, LLC 0.04% New 530 $225K
LifeSteps Financial, Inc. 0.15% New 530 $225K
Baldwin Wealth Partners LLC 0.02% New 530 $225K
Absolute Capital Management, LLC 0.11% New 529 $225K
Wealth Advisory Solutions, LLC 0.06% New 529 $225K
Jane Street Group, LLC 0.00% Reduce -98.8% 529 $225K
Bridgewealth Advisory Group, LLC 0.06% New 528 $224K
S&T Bank 0.07% No change 527 $224K
180 Wealth Advisors, LLC 0.03% New 527 $224K
Mb, Levis & Associates, LLC 0.10% No change 525 $223K
Sterling Wealth Management, Inc. 0.08% — 525 $223K
Southeast Asset Advisors, LLC 0.03% New 525 $223K
Proficio Capital Partners LLC 0.01% New 525 $223K
Goodwin Investment Advisory 0.26% New 523 $222K
Glassy Mountain Advisors, Inc. 0.07% New 523 $222K
Nilsine Partners, LLC 0.02% New 522 $222K
BNC Wealth Management, LLC 0.07% New 521 $221K
Bay Rivers Group 0.10% New 520 $221K
Charles Schwab Trust Co 0.02% New 520 $221K
Arcadia Investment Management Corp. 0.04% Add +1.0% 519 $220K
North Point Portfolio Managers Corp. 0.04% New 519 $220K
Johnson & White Wealth Management, LLC 0.11% New 515 $219K
BridgePort Financial Solutions, LLC 0.07% New 514 $218K
East Coast Asset Management, LLC. 0.07% New 514 $218K
Everhart Financial Group, Inc. 0.03% New 513 $218K
Wellington Capital Management, Inc. 0.32% — 511 $217K
Baugh & Associates, LLC 0.11% Reduce -26.1% 510 $217K
Enzi Wealth 0.08% New 505 $216K
Five Oceans Advisors 0.09% Reduce -22.8% 506 $215K
Prepared Retirement Institute LLC 0.13% New 505 $214K
Fogel Capital Management, Inc. 0.11% New 505 $214K
Baxter Bros Inc. 0.03% New 505 $214K
Randolph Co Inc 0.02% New 503 $214K
TTP Investments, Inc. 0.07% New 502 $213K
Harmony Asset Management LLC 0.08% New 502 $213K
Accel Wealth Management 0.07% New 501 $213K
Hennion & Walsh Asset Management, Inc. 0.01% New 501 $213K
Haven Private, LLC 0.09% Reduce -25.7% 500 $212K
Northcape Wealth Management, LLC 0.06% New 500 $212K
Lazard Asset Management LLC 0.00% No change 500 $212K
MGB Wealth Management, LLC 0.07% Reduce -33.3% 498 $211K
Squarepoint Ops LLC 0.00% New 496 $211K
Olistico Wealth, LLC 0.12% Reduce -4.1% 495 $210K
Broadleaf Partners, LLC 0.05% New 495 $210K
Avantra Family Wealth, Inc. 0.17% New 494 $210K
Endowment Wealth Management, Inc. 0.11% New 494 $210K
Palisade Capital Management, LP 0.01% New 493 $209K
Missouri Trust & Investment Co 0.07% No change 490 $208K
ERn Financial, LLC 0.04% New 490 $208K
Abound Financial, LLC 0.09% No change 489 $208K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% New 488 $207K
Cutler Investment Counsel LLC 0.02% New 488 $207K
Quadcap Wealth Management, LLC 0.03% New 487 $207K
LexAurum Advisors, LLC 0.03% Reduce -26.4% 487 $207K
Channel Wealth LLC 0.06% New 486 $206K
Centurion Wealth Management LLC 0.06% New 485 $206K
Core Wealth Partners LLC 0.10% New 484 $205K
Sound Income Strategies, LLC 0.01% Add +20.2% 482 $205K
WJ Wealth Management, LLC 0.06% New 480 $204K
Smith Chas P & Associates Pa Cpas 0.01% New 480 $204K
Sharper & Granite LLC 0.08% New 480 $203K
Benin Management CORP 0.05% Reduce -20.0% 477 $203K
Institute for Wealth Management, LLC. 0.02% New 477 $203K
Global Wealth Strategies & Associates 0.06% Reduce -4.0% 476 $202K
Maia Wealth LLC 0.04% New 476 $202K
Wealth Group Ltd 0.05% New 474 $201K
Oakwell Private Wealth Management, LLC 0.05% New 474 $201K
American Financial Advisors, LLC 0.03% New 472 $200K
SevenBridge Financial Group, LLC 0.04% New 445 $200K
Morling Financial Advisors, LLC 0.07% Add +33.0% 471 $200K
Legacy Investment Solutions, LLC 0.10% — 465 $197K
Legacy Wealth Managment, LLC 0.10% No change 465 $197K
WealthCollab, LLC 0.11% No change 462 $196K
Keystone Financial Group, Inc. 0.12% No change 451 $196K
Front Row Advisors LLC 0.07% Reduce -2.1% 455 $193K
Horrell Capital Management, Inc. 0.08% No change 450 $191K
Ascentis Wealth Management, LLC 0.05% Reduce -2.2% 452 $190K
Future Financial Wealth Managment LLC 0.13% No change 443 $188K
Hopwood Financial Services, Inc. 0.15% No change 442 $188K
Trifecta Capital Advisors, LLC 0.03% Reduce -10.4% 432 $183K
Arjuna Capital 0.05% No change 431 $183K
Fairscale Capital, LLC 0.13% Reduce -12.8% 415 $183K
SJS Investment Consulting Inc. 0.03% Reduce -3.0% 425 $180K
Truvestments Capital LLC 0.04% Reduce -39.1% 415 $176K
Alcosta Capital Management, Inc. 0.10% No change 409 $174K
Mascoma Wealth Management LLC 0.04% No change 399 $169K
MRP Capital Investments, LLC 0.12% No change 393 $167K
Kennebec Savings Bank 0.16% Reduce -0.3% 388 $165K
Private Wealth Management Group, LLC 0.05% No change 387 $164K
Sellwood Investment Partners LLC 0.08% No change 385 $163K
Elequin Capital, LP 0.05% New 383 $163K
Standard Family Office LLC 0.19% No change 380 $161K
JDM Financial Group LLC 0.08% Add +0.3% 379 $161K
Centerpoint Advisors, LLC 0.05% No change 375 $159K
Bernard Wealth Management Corp. 0.07% Reduce -21.1% 374 $159K
Viewpoint Capital Management LLC 0.08% No change 362 $154K
United Community Bank 0.05% No change 360 $153K
SRH Advisors, LLC 0.05% No change 356 $151K
SIMA Wealth Partners, LLC 0.12% No change 354 $150K
Capital Investment Counsel, Inc 0.02% Reduce -12.5% 350 $149K
Cornerstone National Bank & Trust Co 0.06% No change 331 $141K
CarsonAllaria Wealth Management, Ltd. 0.07% No change 323 $137K
Evergreen Private Wealth LLC 0.06% No change 313 $133K
Annis Gardner Whiting Capital Advisors, LLC 0.05% Add +2292.3% 311 $132K
Milestone Investment Advisors LLC 0.03% No change 311 $132K
Duncker Streett & Co. Inc. 0.02% No change 310 $132K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +104.0% 304 $129K
Templeton & Phillips Capital Management, LLC 0.09% No change 300 $127K
Evolution Wealth Management Inc. 0.16% — 298 $127K
Crews Bank & Trust 0.02% No change 293 $124K
Caldwell Sutter Capital, Inc. 0.06% No change 291 $124K
Granite Investment Partners, LLC 0.01% Reduce -9.6% 282 $120K
Signature Resources Capital Management, LLC 0.07% No change 280 $119K
High Note Wealth, LLC 0.03% No change 275 $117K
Financial Gravity Companies, Inc. 0.02% — 273 $116K
Tidemark, LLC 0.04% No change 270 $115K
Belmont Capital, LLC 0.02% No change 266 $113K
Atlantic Private Wealth, LLC 0.08% Add +31.2% 265 $113K
Clear Investment Research, LLC 0.14% No change 257 $109K
Cherry Tree Wealth Management, LLC 0.03% No change 255 $108K
Opal Wealth Advisors, LLC 0.03% Add +63.2% 253 $107K
CoreFirst Bank & Trust 0.06% New 250 $106K
Red Lighthouse Investment Management, LLC 0.04% Reduce -35.4% 250 $106K
Field & Main Bank 0.03% Reduce -2.0% 250 $106K
MorganRosel Wealth Management, LLC 0.03% No change 246 $104K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 242 $103K
Centricity Wealth Management, LLC 0.08% No change 240 $102K
SYM FINANCIAL Corp 0.01% No change 237 $101K
Core Alternative Capital 0.03% Reduce -7.2% 232 $99K
Hanson & Doremus Investment Management 0.01% No change 227 $96K
Legend Financial Advisors, Inc. 0.06% New 226 $96K
Rosenberg Matthew Hamilton 0.02% No change 226 $96K
RMG Wealth Management LLC 0.01% — 220 $96K
Luken Investment Analytics, LLC 0.04% No change 225 $95K
GeoWealth Management, LLC 0.00% Reduce -99.4% 205 $87K
Kiker Wealth Management, LLC 0.05% No change 203 $86K
Winthrop Capital Management, LLC 0.02% No change 200 $85K
Advantage Trust Co 0.04% New 200 $85K
Mill Capital Management, LLC 0.01% No change 200 $85K
Gladwyn Financial Advisors, Inc. 0.06% — 194 $83K
VSM Wealth Advisory, LLC 0.03% No change 184 $78K
Financial Freedom, LLC 0.04% No change 183 $78K
Avion Wealth 0.02% No change 183 $77K
Richardson Financial Services Inc. 0.05% No change 172 $73K
Abound Wealth Management 0.02% Add +11.6% 163 $69K
Fairman Group, LLC 0.05% No change 157 $67K
Dunhill Financial, LLC 0.02% Add +670.0% 154 $65K
Delta Asset Management LLC 0.01% Reduce -1.3% 153 $65K
CNB Bank 0.03% No change 151 $64K
Smallwood Wealth Investment Management, LLC 0.04% No change 150 $64K
Quaker Wealth Management, LLC 0.02% — 150 $64K
Provident Wealth Management, LLC 0.02% No change 150 $64K
Capital A Wealth Management, LLC 0.70% Add +298.1% 207 $63K
Compass Financial Services Inc 0.03% New 146 $62K
Comprehensive Financial Planning, Inc. 0.05% Reduce -8.8% 146 $62K
Westside Investment Management, Inc. 0.01% No change 145 $62K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 144 $61K
Mark Sheptoff Financial Planning, LLC 0.03% No change 140 $59K
Team Financial Group, LLC 0.03% New 138 $59K
Accredited Wealth Management, LLC 0.05% No change 134 $57K
Twin Lakes Capital Management, LLC 0.03% Reduce -34.6% 134 $57K
Kimelman & Baird, LLC 0.00% No change 130 $55K
Peoples Financial Services Corp. 0.03% No change 130 $55K
Bear Mountain Capital, Inc. 0.02% Reduce -68.3% 127 $55K
First Community Trust NA 0.04% Add +525.0% 125 $53K
one8zero8, LLC 0.01% No change 118 $50K
American Capital Advisory, LLC 0.02% No change 116 $49K
POM Investment Strategies, LLC 0.03% No change 114 $48K
MPWM Advisory Solutions, LLC 0.03% Add +254.8% 110 $47K
Sawyer & Company, Inc 0.02% Add +158.2% 364 $45K
Transce3nd, LLC 0.02% Add +21.8% 106 $45K
Main Street Group, LTD 0.02% No change 100 $42K
Cranbrook Wealth Management, LLC 0.01% No change 100 $42K
Citizens National Bank Trust Department 0.01% No change 100 $42K
Security National Bank 0.01% No change 100 $42K
TCTC Holdings, LLC 0.00% No change 100 $42K
Federation des caisses Desjardins du Quebec 0.00% Reduce -31.0% 100 $42K
Hughes Financial Services, LLC 0.01% No change 92 $41K
Eq Wealth Advisors, LLC 0.03% No change 88 $37K
Pineridge Advisors LLC 0.01% No change 81 $35K
Creekmur Asset Management LLC 0.01% No change 79 $33K
Morris Financial Concepts, Inc. 0.01% No change 78 $33K
Holos Integrated Wealth LLC 0.02% No change 74 $33K
Bell Investment Advisors, Inc 0.01% New 75 $32K
Toth Financial Advisory Corp. 0.00% No change 73 $31K
Albion Financial Group 0.00% No change 72 $30K
Compass Planning Associates Inc 0.03% Reduce -81.2% 70 $30K
HighMark Wealth Management LLC 0.01% Add +60.5% 69 $29K
Gables Capital Management Inc. 0.01% No change 69 $29K
Cape Investment Advisory, Inc. 0.01% Reduce -27.4% 69 $29K
Concord Wealth Partners 0.00% Add +1966.7% 62 $26K
Tower View Wealth Management LLC 0.01% No change 59 $25K
Byrne Asset Management LLC 0.02% Reduce -45.9% 59 $25K
Gen-Wealth Partners Inc 0.01% New 59 $25K
Alerus Financial NA 0.00% New 59 $25K
Banque Cantonale Vaudoise 0.00% No change 60 $25K
Fourth Dimension Wealth, LLC 0.01% No change 56 $24K
Roxbury Financial LLC 0.02% No change 54 $23K
AllSquare Wealth Management LLC 0.01% No change 54 $23K
Armor Investment Advisors, LLC 0.01% No change 50 $21K
Avalon Trust Co 0.00% New 49 $21K
Consultiva Wealth Management, Corp. 0.06% No change 48 $20K
Y.D. More Investments Ltd 0.00% No change 48 $20K
Flagship Wealth Advisors, LLC 0.01% No change 47 $20K
Nemes Rush Group LLC 0.00% No change 43 $18K
Ogorek Anthony Joseph /NY/ 0.00% No change 39 $16K
Resources Management Corp. /CT/ 0.00% No change 37 $16K
Founders Capital Management 0.01% No change 36 $15K
Investment Counsel Co. of Nevada 0.03% New 33 $14K
First Pacific Financial 0.00% New 33 $14K
Wagner Wealth Management, LLC 0.00% No change 32 $14K
Iron Horse Wealth Management, LLC 0.00% No change 30 $13K
Ameriflex Group, Inc. 0.01% Reduce -43.4% 30 $13K
Luminist Capital LLC 0.01% No change 30 $13K
Richards, Merrill & Peterson, Inc. 0.01% No change 29 $12K
Physician Wealth Advisors, Inc. 0.00% No change 27 $11K
Dynamic Wealth Strategies, LLC 0.01% No change 27 $11K
Valued Wealth Advisors LLC 0.01% New 26 $11K
Putney Financial Group LLC 0.01% No change 25 $11K
Broadwater Capital Management LLC 0.01% Add +42360.0% 10,615 $11K
Red Tortoise LLC 0.00% No change 22 $9K
Integrity Financial Corp 0.00% No change 22 $9K
10Elms LLP 0.01% No change 22 $9K
Ridgewood Investments LLC 0.00% No change 21 $9K
Winch Advisory Services, LLC 0.00% No change 15 $6K
Bangor Savings Bank 0.00% No change 10 $4K
Morgan Dempsey Capital Management LLC 0.00% No change 9 $4K
1620 Investment Advisors, Inc. 0.00% No change 8 $3K
Park Square Financial Group, LLC 0.00% Add +50.0% 6 $3K
Lowe Wealth Advisors, LLC 0.00% No change 6 $3K
PMV Capital Advisers, LLC 0.00% New 5 $2K
N.E.W. Advisory Services LLC 0.00% Reduce -97.3% 5 $2K
Contravisory Investment Management, Inc. 0.00% New 4 $2K
Horizon Investments, LLC 0.00% Reduce -98.8% 4 $2K
Tucker Asset Management LLC 0.00% No change 2 $849
Mogy Joel R Investment Counsel Inc. 0.00% New 2 $849

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