iShares Russell 1000 GrowthIWFETF

13F holders, Q3 2025 (September 30)
2,355holders +55
124new positions
60sold out
8famous investors
$468.13avg. 13F price*

At the end of Q3 2025, 2,355 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 55 from Q2 2025. 124 opened new positions and 60 sold out. The largest holders were Bank of America Corp. ($12.9B), Morgan Stanley ($12.7B) and FMR LLC ($4.1B). 8 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions124$239.8M
Exits60$99.6M

All 13F filers, Q2 2025 → Q3 2025: 6,101,176 shares bought and 7,689,545 shares sold, net −1,588,369 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,355 holders

Bank of America Corp. 0.97% Reduce -5.6% 27,579,074 $12.9B
Morgan Stanley 0.77% Reduce -1.2% 27,048,285 $12.7B
FMR LLC 0.21% Reduce -0.1% 8,786,354 $4.1B
JPMorgan Chase & Co. 0.22% Add +2.9% 7,425,658 $3.5B
Goldman Sachs Group Inc. 0.49% Reduce -23.8% 7,300,031 $3.4B
UBS Group AG 0.54% Reduce -2.1% 5,890,235 $2.8B
Northern Trust Corp. 0.33% Add +8.1% 5,458,872 $2.6B
Envestnet Asset Management Inc. 0.70% Reduce -2.2% 5,171,141 $2.4B
Wells Fargo & Company 0.42% Add +0.8% 4,343,006 $2.0B
LPL Financial LLC 0.50% Add +5.8% 3,691,684 $1.7B
Raymond James Financial Inc. 0.51% Reduce -0.1% 3,383,314 $1.6B
PNC Financial Services Group, Inc. 0.88% Reduce -0.1% 3,110,490 $1.5B
Baird Financial Group, Inc. 2.08% Add +1.1% 2,761,205 $1.3B
M&T Bank Corp 3.98% Reduce -1.2% 2,529,809 $1.2B
Truist Financial Corp. 1.32% Reduce -1.0% 2,085,034 $976.7M
Commonwealth Equity Services, LLC 1.21% Reduce -4.9% 2,001,110 $937.3M
Tiaa Trust, National Association 2.15% Reduce -4.3% 1,895,364 $885.7M
Signaturefd, LLC 13.23% Reduce -0.5% 1,790,256 $838.6M
Royal Bank of Canada 0.15% Add +4.0% 1,742,341 $816.1M
Cetera Investment Advisers 0.85% Add +22.4% 1,559,245 $730.4M
Ameriprise Financial Inc. 0.15% Reduce -5.1% 1,423,816 $666.9M
Focus Partners Wealth 1.00% Add +75.0% 1,324,870 $620.7M
HighTower Advisors, LLC 0.69% Add +10.3% 1,290,494 $604.5M
Circle Wealth Management, LLC 11.73% No change 1,287,223 $602.9M
Bank of New York Mellon Corp 0.10% Add +1.0% 1,225,855 $574.2M
Synovus Financial Corp. 6.51% Reduce -0.0% 1,214,072 $568.7M
BlackRock, Inc. 0.01% Add +11.6% 1,178,838 $552.2M
Nuveen, LLC 0.14% Add +15.2% 1,162,912 $544.7M
Stifel Financial Corp. 0.48% Reduce -11.0% 1,123,348 $526.2M
CIBC Private Wealth Group LLC 0.76% Add +16.7% 942,196 $441.3M
US Bancorp \de 0.52% Reduce -9.3% 941,199 $440.9M
GLOBALT Investments LLC / GA 15.63% Reduce -2.6% 913,582 $427.9M
Rockefeller Capital Management L.P. 0.81% Add +2.8% 888,976 $416.4M
Cerity Partners LLC 0.61% Reduce -9.8% 798,380 $374.0M
T. Rowe Price Associates Inc. 0.04% Add +4135.8% 798,020 $373.8M
Janney Montgomery Scott LLC 0.85% Reduce -1.5% 763,352 $357.6M
Prudential Financial Inc. 0.42% Add +12.8% 755,857 $354.1M
Osaic Holdings, Inc. 0.49% Add +5.9% 769,361 $350.8M
Corient Private Wealth LP 0.52% Add +3.1% 713,855 $334.4M
Northwestern Mutual Wealth Management Co. 0.21% Add +1.0% 680,581 $318.8M
Choreo, LLC 3.91% Reduce -2.6% 640,805 $300.2M
NorthCoast Asset Management LLC 1.14% Reduce -1.0% 623,541 $292.1M
Comerica Bank 1.08% Reduce -5.5% 614,880 $288.0M
Citigroup Inc. 0.20% Reduce -9.4% 603,273 $282.6M
Two Sigma Investments, LP 0.44% Reduce -47.3% 586,857 $274.9M
Waldron Private Wealth LLC 11.06% Reduce -1.7% 582,748 $273.0M
Mariner, LLC 0.35% Reduce -0.1% 578,768 $271.1M
1ST Source Bank 14.03% Add +0.8% 568,098 $266.1M
Clearstead Advisors, LLC 3.77% Reduce -1.0% 552,966 $259.0M
MML Investors Services, LLC 0.64% Add +2.5% 511,865 $239.8M
Cresset Asset Management, LLC 0.99% Add +3.5% 479,445 $224.6M
Jones Financial Companies LLLP 0.15% Add +10.0% 480,061 $223.2M
Captrust Financial Advisors 0.45% Reduce -2.0% 466,706 $218.6M
Commerce Bank 1.20% Add +1.3% 462,049 $216.4M
Creative Planning 0.17% Reduce -1.2% 461,381 $216.1M
Ieq Capital, LLC 0.65% Add +6.6% 456,239 $213.7M
Regions Financial Corp. 1.39% Reduce -2.5% 455,138 $213.2M
Mercer Global Advisors Inc. 0.34% Add +16.8% 438,658 $205.5M
Johnson Financial Group, Inc. 7.53% Add +9.3% 428,413 $200.7M
Stairway Partners, LLC 10.54% Reduce -1.0% 423,606 $198.4M
Staley Capital Advisers Inc. 7.91% Reduce -3.0% 411,218 $192.6M
MAI Capital Management 1.17% Add +0.5% 400,448 $187.6M
Wealth Enhancement Advisory Services, LLC 0.28% Reduce -2.1% 396,994 $186.7M
Fifth Third Bancorp 0.59% Reduce -1.4% 390,671 $183.0M
Lido Advisors, LLC 0.73% Add +29.6% 376,589 $176.4M
J.Safra Asset Management Corp 10.44% Add +2.9% 366,955 $171.9M
D.A. Davidson & Co. 1.09% Reduce -0.1% 362,459 $169.8M
Oakworth Capital, Inc. 9.67% Add +0.7% 357,083 $167.3M
Cullen/Frost Bankers, Inc. 1.90% Reduce -1.5% 348,828 $163.4M
Bank of Montreal 0.07% Add +13.4% 346,628 $162.4M
Steward Partners Investment Advisory, LLC 0.93% Add +46.5% 345,275 $161.7M
Silvercrest Asset Management Group LLC 1.05% Reduce -3.0% 338,966 $158.8M
Beacon Pointe Advisors, LLC 1.25% Add +45.0% 314,401 $147.3M
Brown Advisory Inc. 0.19% Add +39.4% 308,232 $144.4M
Confluence Wealth Services, Inc. 6.73% Add +3.7% 291,459 $136.5M
Alliancebernstein L.P. 0.04% Add +30.8% 285,555 $133.8M
Modera Wealth Management, LLC 1.49% Add +2.2% 274,325 $128.5M
Private Advisor Group, LLC 0.63% Reduce -0.8% 272,940 $127.8M
Pathstone Holdings, LLC 0.48% Reduce -15.8% 270,668 $126.8M
Qalhat Capital Ltd 100.00% Add +5.8% 265,463 $124.3M
Moneta Group Investment Advisors LLC 0.98% Reduce -2.6% 262,935 $123.2M
Simon Quick Advisors, LLC 5.41% Add +0.2% 255,276 $119.6M
Stephens Inc. 1.52% Add +3.3% 254,613 $119.3M
American Century Companies Inc. 0.06% Add +229.1% 254,376 $119.2M
Orion Porfolio Solutions, LLC 0.92% Reduce -1.4% 252,292 $118.2M
Blair William & Co. 0.31% Add +0.7% 250,798 $117.5M
Bank of Nova Scotia 0.19% No change 229,000 $107.3M
Polen Capital Management LLC 0.35% Add +1.0% 227,851 $106.7M
Kensington Asset Management, LLC 6.31% No change 224,830 $105.3M
Covenant Partners, LLC 29.42% Add +1.6% 221,527 $103.8M
Keybank National Association 0.35% Reduce -2.2% 212,723 $99.6M
Natixis Advisors, LLC 0.14% Reduce -22.9% 211,094 $98.9M
Wealthspire Advisors, LLC 0.51% Reduce -4.8% 207,896 $97.4M
HSBC Holdings PLC 0.06% Reduce -10.1% 205,195 $96.1M
Cambridge Investment Research Advisors, Inc. 0.26% Add +4.5% 203,358 $95.3M
Thrivent Financial for Lutherans 0.19% Add +49.3% 200,382 $93.9M
Cedar Mountain Advisors, LLC 17.83% Reduce -4.0% 195,500 $91.6M
Baker Avenue Asset Management, LP 2.18% Add +0.2% 194,734 $91.2M
NewEdge Advisors, LLC 0.41% Add +1.9% 193,154 $90.5M
Mesirow Financial Investment Management, Inc. 1.59% Add +0.7% 190,001 $89.0M
First Business Financial Services, Inc. 8.07% Reduce -8.6% 187,768 $88.0M
BTG Pactual Asset Management US LLC 10.38% Add +20.5% 205,824 $87.4M
Stephens Group Asset Management, LLC 5.68% Reduce -8.9% 180,004 $84.3M
Kestra Advisory Services, LLC 0.38% Add +15.9% 175,583 $82.2M
Bridges Investment Management Inc. 1.04% Reduce -15.3% 174,431 $81.7M
MV Capital Management, Inc. 7.65% Reduce -2.7% 170,216 $79.7M
William Blair Investment Management, LLC 0.20% New 169,122 $79.2M
Sanctuary Advisors, LLC 0.44% Add +17.7% 162,823 $76.3M
Ascent Wealth Partners, LLC 8.72% Reduce -1.0% 160,402 $75.1M
Waverly Advisors, LLC 0.72% Reduce -1.1% 153,832 $72.1M
Summit Trail Advisors, LLC 0.98% Add +22.5% 151,058 $70.8M
FSA Wealth Management LLC 25.07% Reduce -1.8% 146,326 $68.5M
Capital Advisors, Ltd. LLC 7.73% Reduce -0.9% 146,073 $68.4M
TruWealth Advisors, LLC 3.44% Reduce -22.9% 145,455 $68.1M
Paulson Wealth Management Inc. 15.67% Reduce -0.2% 141,547 $66.3M
Pinnacle Financial Partners Inc 1.57% Reduce -21.5% 139,941 $65.5M
Ellenbecker Investment Group 9.63% Add +2.8% 139,151 $65.2M
Victory Capital Management Inc. 0.04% Add +242.1% 134,171 $62.9M
Mission Wealth Management, LP 1.25% Reduce -0.2% 130,501 $61.1M
Rodgers & Associates, LTD 6.30% Reduce -4.0% 130,393 $61.1M
Rwa Wealth Partners, LLC 0.69% Reduce -8.1% 130,108 $60.9M
AMG National Trust Bank 1.48% Add +0.2% 129,196 $60.5M
Cynosure Group, LLC 6.48% Reduce -2.2% 127,354 $59.7M
Americana Partners, LLC 1.79% Add +130.1% 126,798 $59.4M
CX Institutional 1.80% Reduce -19.6% 126,648 $59.3M
Allworth Financial LP 0.26% Reduce -0.5% 125,226 $58.7M
Avidian Wealth Enterprises, LLC 2.19% Reduce -3.4% 123,923 $58.0M
Hantz Financial Services, Inc. 0.87% Add +0.8% 122,517 $57.4M
Savant Capital, LLC 0.34% Add +1.3% 119,861 $56.1M
Marquette Asset Management, LLC 8.57% Reduce -1.5% 119,586 $56.0M
Relyea Zuckerberg Hanson LLC 5.86% Reduce -1.3% 119,053 $55.8M
NewEdge Wealth, LLC 0.79% Reduce -0.9% 115,089 $55.2M
Baron Silver Stevens Financial Advisors, LLC 7.97% Add +3.1% 116,207 $54.4M
Johnson Investment Counsel Inc. 0.45% Add +2.5% 115,618 $54.2M
Capstone Financial Advisors, Inc. 2.92% Reduce -0.3% 114,828 $53.8M
Equitable Holdings, Inc. 0.39% Reduce -30.0% 114,518 $53.6M
Nadler Financial Group, Inc. 5.07% Reduce -8.2% 113,538 $53.2M
Berkshire Money Management, Inc. 5.47% Add +16.4% 113,518 $53.2M
Midwest Trust Co 0.69% Add +0.4% 112,477 $52.7M
Flaharty Asset Management, LLC 6.68% Add +1.1% 112,180 $52.5M
Integrated Investment Consultants, LLC 8.86% Reduce -3.6% 111,406 $52.2M
Oppenheimer & Co. Inc. 0.63% Reduce -0.8% 111,063 $52.0M
Badgley Phelps Wealth Managers, LLC 1.09% Reduce -2.0% 111,052 $52.0M
NorthRock Partners, LLC 0.94% Reduce -6.0% 110,933 $52.0M
AQR Capital Management 0.03% Add +5.8% 108,565 $50.9M
Proathlete Wealth Management LLC 14.12% Add +2.9% 104,754 $49.1M
Prospera Financial Services Inc 0.83% Reduce -0.6% 104,367 $48.9M
Principal Financial Group Inc. 0.02% Add +3.2% 103,829 $48.6M
E&G Advisors, LLC 11.31% Reduce -0.6% 103,877 $48.6M
RMR Wealth Builders 4.01% Reduce -1.3% 102,296 $47.9M
Hirtle & Co., LLC 1.89% Reduce -1.0% 102,272 $47.9M
Life Line Wealth Management LLC 14.54% Reduce -1.2% 101,835 $47.7M
LBJ Family Wealth Advisors, Ltd. 25.85% Reduce -0.9% 101,200 $47.4M
Accredited Investors Inc. 2.60% Add +6.9% 99,393 $46.6M
Allspring Global Investments Holdings, LLC 0.07% Reduce -12.8% 98,003 $46.2M
Quantinno Capital Management LP 0.13% Add +41.9% 98,508 $46.1M
Bokf, NA 0.69% Add +0.5% 97,376 $45.6M
Portfolio Strategies, Inc. 5.29% Reduce -1.4% 97,084 $45.5M
RTD Financial Advisors, Inc. 5.45% Reduce -2.2% 96,856 $45.4M
TD Private Client Wealth LLC 1.02% Reduce -8.4% 96,637 $45.3M
Kestra Private Wealth Services, LLC 0.59% Reduce -3.9% 96,582 $45.2M
Strategic Point Investment Advisors, LLC 6.47% Add +1.2% 96,225 $45.1M
Cwm, LLC 0.13% Add +13.2% 94,933 $44.5M
Park Avenue Securities LLC 0.35% Add +0.1% 94,419 $44.2M
HB Wealth Management, LLC 0.29% Add +19.9% 90,111 $42.2M
BTC Capital Management, Inc. 2.88% Add +1.4% 89,042 $41.7M
StoneX Group Inc. 1.81% Reduce -3.9% 88,511 $41.5M
JFS Wealth Advisors, LLC 2.40% Reduce -2.6% 87,519 $41.0M
Waterway Wealth Management, LLC 9.76% Add +182.6% 151,373 $40.9M
Woodard & Co. Asset Management Group Inc. 6.63% Reduce -1.6% 87,161 $40.8M
Cordatus Wealth Management LLC 9.43% Add +0.1% 85,350 $40.0M
First Horizon Corp. 1.86% — 84,603 $39.6M
Capital Advisors Wealth Management, LLC 5.61% Add +2.1% 83,851 $39.3M
Sanchez Wealth Management Group 8.65% Add +1.7% 83,201 $39.0M
Brighton Jones LLC 0.92% Reduce -1.8% 82,073 $38.4M
Bluesphere Advisors LLC 17.57% Reduce -2.6% 81,841 $38.3M
Allianz Asset Management GmbH 0.05% Add +39.4% 81,700 $38.3M
XML Financial, LLC 3.09% Reduce -0.1% 81,096 $38.0M
Robertson Stephens Wealth Management, LLC 1.14% Reduce -0.0% 80,881 $37.9M
Avantax Planning Partners, Inc. 1.06% Reduce -2.8% 78,771 $36.9M
Simmons Bank 2.45% Reduce -1.9% 78,577 $36.8M
Parkside Financial Bank & Trust 2.83% Reduce -5.6% 77,938 $36.5M
United Capital Financial Advisors, LLC 0.26% Reduce -5.4% 77,784 $36.4M
Fulton Bank, N.A. 1.26% Reduce -1.3% 77,105 $36.1M
Ball & Co Wealth Management Inc. 24.03% Add +68.2% 77,081 $36.1M
Ullmann Wealth Partners Group, LLC 3.92% Reduce -0.0% 76,659 $35.9M
Tsfg, LLC 5.70% Reduce -1.5% 76,621 $35.9M
Wellspring Financial Advisors, LLC 3.28% Add +0.7% 76,127 $35.7M
Saiph Capital, LLC 12.80% Reduce -1.2% 75,930 $35.6M
Global Retirement Partners, LLC 0.79% Add +6.9% 75,638 $35.4M
Highland Capital Management, LLC 1.76% Reduce -0.1% 75,526 $35.4M
Deutsche Bank AG 0.01% Reduce -22.4% 75,462 $35.3M
B&D White Capital Company, LLC 4.50% Add +8.1% 75,050 $35.2M
Itau Unibanco Holding S.A. 1.19% Add +10.0% 74,959 $35.1M
Montecito Bank & Trust 5.44% — 74,798 $35.0M
Smith, Moore & Co. 2.66% Add +1.4% 74,059 $34.7M
Caliber Wealth Management, LLC / KS 3.79% Reduce -5.4% 72,590 $34.0M
Ashton Thomas Private Wealth, LLC 0.87% Add +7.9% 71,596 $33.5M
VestGen Advisors, LLC 1.11% Add +2.9% 71,349 $33.4M
SCS Capital Management LLC 0.36% Reduce -1.8% 70,927 $33.2M
Ascent Group, LLC 1.18% Reduce -18.4% 70,924 $33.2M
Wilmington Savings Fund Society, FSB 0.80% Add +26.3% 70,828 $33.2M
Condor Capital Management 2.71% Add +3.8% 70,479 $33.0M
Fort Washington Investment Advisors Inc. 0.18% Add +0.0% 70,174 $32.9M
Jasper Ridge Partners, L.P. 0.74% No change 69,729 $32.7M
Black Swift Group, LLC 5.71% Add +0.2% 69,080 $32.4M
WCG Wealth Advisors LLC 2.02% New 68,879 $32.3M
Sheridan Capital Management, LLC 16.72% Reduce -33.3% 67,579 $31.7M
Ryan Investment Management, Inc. 17.29% Add +5.2% 66,406 $31.1M
Newbrook Capital Advisors LP 3.78% Reduce -31.3% 65,961 $30.9M
Fifth Third Wealth Advisors LLC 1.14% Add +6.2% 65,745 $30.8M
PFW Advisors LLC 9.04% Reduce -2.2% 65,236 $30.6M
Mirae Asset Global Investments Co., Ltd. 0.10% Add +8.1% 64,792 $30.3M
Corundum Group, Inc. 12.47% No change 64,778 $30.3M
Capital Planning Advisors, LLC 4.12% Reduce -1.2% 64,050 $30.0M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -9.4% 63,633 $29.8M
Nwam LLC 1.59% Reduce -1.8% 62,414 $29.4M
Boulder Wealth Advisors, LLC 13.31% — 61,117 $28.6M
Legacy Edge Advisors, LLC 3.35% Add +4.9% 60,678 $28.4M
First Citizens Bank & Trust Co. 0.61% Reduce -3.2% 60,120 $28.2M
Country Club Bank 1.66% Reduce -2.2% 59,995 $28.0M
Ameritas Advisory Services, LLC 1.81% Reduce -37.7% 59,021 $27.6M
DT Investment Partners, LLC 2.34% No change 59,017 $27.6M
Evercore Wealth Management, LLC 0.40% Add +0.3% 58,381 $27.3M
Jmac Enterprises LLC 5.36% Add +2.7% 57,833 $27.1M
Callan Family Office, LLC 0.86% Reduce -28.2% 57,825 $27.1M
Kayne Anderson Rudnick Investment Management LLC 0.07% Add +11.0% 57,767 $27.1M
Bison Wealth, LLC 2.43% Add +21.0% 54,614 $26.4M
Summit Wealth Partners, LLC 4.74% Reduce -0.1% 56,018 $26.2M
Ballentine Partners, LLC 0.36% Reduce -1.9% 55,719 $26.1M
Fifth Third Securities, Inc. 1.78% Reduce -1.1% 55,633 $26.1M
Aptus Capital Advisors, LLC 0.24% Add +2.4% 55,289 $25.9M
Wetzel Investment Advisors, Inc. 11.06% Reduce -1.1% 55,100 $25.8M
Montag A & Associates Inc. 1.19% Reduce -1.9% 54,905 $25.7M
Claro Advisors Inc. 3.71% Add +11.9% 54,244 $25.4M
Haverford Trust Co 0.23% Reduce -7.4% 53,925 $25.3M
Fidelis Capital Partners, LLC 1.96% Add +0.0% 53,695 $25.2M
GHP Investment Advisors, Inc. 1.04% Reduce -0.3% 52,941 $24.8M
VAUGHAN & Co SECURITIES, INC. 13.14% Reduce -0.7% 52,807 $24.7M
McKinley Carter Wealth Services, Inc. 1.29% Reduce -0.8% 52,552 $24.6M
Visionary Wealth Advisors 1.13% Reduce -6.2% 51,686 $24.2M
Roble, Belko & Company, Inc 3.28% Reduce -0.6% 51,653 $24.2M
Neuberger Berman Group LLC 0.02% Add +18.7% 51,453 $24.1M
Susquehanna International Group, LLP 0.04% Add +38.6% 51,187 $24.0M
Spire Wealth Management 0.81% Reduce -0.8% 50,631 $23.7M
Curtis Advisory Group, LLC 5.37% Add +0.1% 50,598 $23.7M
Apella Capital, LLC 0.53% Add +88.4% 50,778 $23.6M
LWM Advisors Inc. 21.16% Reduce -2.1% 50,303 $23.6M
First Foundation Advisors 0.87% Reduce -18.3% 50,111 $23.5M
Dorsey & Whitney Trust CO LLC 1.22% Reduce -2.4% 49,159 $23.0M
Mather Group, Llc. 0.23% Reduce -0.1% 49,050 $23.0M
Barclays PLC 0.01% Add +104.1% 49,035 $23.0M
Atticus Wealth Management, LLC 5.80% Reduce -9.7% 49,018 $23.0M
Blodgett Wealth Advisors, LLC 15.75% Reduce -0.8% 48,831 $22.9M
Freestone Capital Holdings, LLC 0.70% Reduce -3.8% 48,451 $22.7M
Winthrop Advisory Group LLC 1.98% Reduce -0.1% 48,211 $22.6M
SlateStone Wealth, LLC 1.95% Reduce -12.0% 48,096 $22.5M
Sonoma Allocations LLC 8.13% — 48,078 $22.3M
Whitegate Investment Counselors, Inc. 7.33% Reduce -2.7% 47,514 $22.3M
Cooksen Wealth, LLC 16.59% Add +1.9% 47,449 $22.2M
Tradition Wealth Management, LLC 1.63% Reduce -0.2% 46,979 $22.0M
Bradley Foster & Sargent Inc. 0.32% Reduce -0.3% 46,722 $21.9M
Nestegg Advisors, Inc. 19.31% Add +0.5% 46,434 $21.8M
STAR Financial Bank 12.46% Reduce -5.0% 44,991 $21.1M
Kelly Financial Group LLC 5.55% Reduce -1.6% 44,642 $20.9M
Sunburst Financial Group, LLC 4.37% No change 44,257 $20.7M
Westshore Wealth, LLC 7.05% Reduce -1.8% 44,072 $20.6M
Retirement Income Solutions, Inc. 3.53% Reduce -0.6% 44,022 $20.6M
Composition Wealth, LLC 0.31% Reduce -3.4% 43,991 $20.6M
Affiance Financial, LLC 3.70% Add +8.3% 43,424 $20.3M
Sonata Capital Group Inc. 7.43% Add +0.6% 42,945 $20.1M
Franklin Resources Inc. 0.01% Add +0.4% 42,804 $20.0M
Occidental Asset Management, LLC 2.50% Add +0.3% 42,499 $19.9M
Arkadios Wealth Advisors 0.48% Add +9.6% 42,169 $19.8M
Sagespring Wealth Partners, LLC 0.39% Reduce -0.3% 42,002 $19.7M
Crescent Grove Advisors, LLC 1.88% Reduce -1.0% 41,913 $19.6M
Keel Point, LLC 1.20% Add +2.3% 41,762 $19.6M
One Capital Management, LLC 0.62% Reduce -3.8% 41,483 $19.4M
Accretive Wealth Partners, LLC 5.93% Add +6.1% 41,467 $19.4M
Schneider Downs Wealth Management Advisors, LP 2.30% Reduce -7.4% 41,333 $19.4M
Sylvest Advisors, LLC 10.30% Add +1.0% 40,943 $19.2M
Atria Investments, Inc 0.22% Add +41.5% 40,668 $19.0M
&partners 0.12% Reduce -15.3% 40,992 $19.0M
Choate Investment Advisors 0.39% Add +2.6% 40,420 $18.9M
Stillwater Capital Advisors, LLC 2.13% Reduce -1.2% 40,353 $18.9M
Clear Harbor Asset Management, LLC 1.33% Reduce -0.3% 40,197 $18.8M
Regent Peak Wealth Advisors LLC 3.76% — 40,081 $18.8M
Advisor OS, LLC 1.62% Add +8.8% 39,968 $18.7M
OneDigital Investment Advisors LLC 0.19% Reduce -2.0% 39,370 $18.4M
O'Brien Wealth Partners LLC 2.49% Reduce -3.3% 39,244 $18.4M
Flynn Zito Capital Management, LLC 6.78% Add +41.0% 39,193 $18.4M
Ethos Financial Group, LLC 1.43% Add +66.7% 38,827 $18.2M
Objectivity Squared, LLC 10.82% Add +6.8% 38,705 $18.1M
O'shaughnessy Asset Management, LLC 0.11% Add +2.5% 38,351 $18.0M
Breakwater Capital Group 2.64% Add +3.0% 38,154 $17.9M
SMI Advisory Services, LLC 3.38% Add +2606.1% 37,966 $17.8M
Great Valley Advisor Group, Inc. 0.36% Add +0.5% 38,021 $17.8M
MetLife Investment Management, LLC 0.09% Reduce -47.4% 38,000 $17.8M
Brookstone Capital Management 0.21% Add +230.1% 37,501 $17.6M
Citizens Financial Group Inc. 0.24% Add +0.6% 37,493 $17.6M
Pointe Capital Management LLC 8.58% Add +5.0% 37,488 $17.6M
Summit Financial, LLC 0.27% Add +1.4% 37,272 $17.5M
Newport Capital Group, LLC 10.90% Reduce -0.3% 36,998 $17.3M
Consolidated Portfolio Review Corp 2.18% Reduce -2.2% 36,916 $17.3M
Prime Capital Investment Advisors, LLC 0.21% Reduce -1.7% 36,407 $17.1M
Cary Street Partners Financial LLC 0.44% Add +1.0% 36,370 $17.0M
Fsa Wealth Partners, Inc. 6.55% New 36,317 $17.0M
Bessemer Group Inc. 0.03% Add +3.0% 36,181 $16.9M
Compass Financial Group, Inc. 7.59% Reduce -7.2% 36,120 $16.9M
Investment Partners, LTD. 5.94% Reduce -0.5% 35,995 $16.9M
JMG Financial Group, Ltd. 0.48% Reduce -2.1% 35,736 $16.7M
Dynasty Wealth Management, LLC 0.22% New 35,495 $16.6M
Curi Capital, LLC 0.30% Add +1.0% 35,204 $16.5M
MJP Associates Inc. 2.17% Add +5.6% 35,108 $16.4M
SVB Wealth LLC 0.88% Reduce -16.9% 34,813 $16.3M
Intrepid Financial Planning Group LLC 6.19% Reduce -0.1% 34,648 $16.2M
Dakota Wealth Management 0.32% Reduce -5.8% 34,336 $16.1M
One Wealth Advisors, LLC 2.02% Reduce -0.6% 34,332 $16.1M
Stratos Wealth Partners, LTD. 0.19% Reduce -8.8% 34,173 $16.0M
HBK Sorce Advisory LLC 0.40% Reduce -1.0% 34,216 $16.0M
RFG Advisory, LLC 0.32% Add +3.7% 33,366 $15.6M
Vanguard Group Inc. 0.00% Reduce -11.4% 33,290 $15.6M
IHT Wealth Management, LLC 0.39% Add +2.8% 32,934 $15.4M
Financial Engines Advisors L.L.C. 0.03% Reduce -5.0% 32,361 $15.2M
FDx Advisors, Inc. 4.54% Reduce -9.5% 31,206 $15.2M
Arcadia Wealth Management, LLC 5.99% Add +28.1% 32,258 $15.1M
Total Wealth Planning, LLC 1.74% Add +14.9% 32,115 $15.0M
Genesis Private Wealth, LLC 6.31% Add +1.5% 32,033 $15.0M
Procyon Advisors, LLC 0.89% Reduce -5.7% 32,009 $15.0M
Stonebridge Financial Group, LLC 1.32% Reduce -0.6% 31,982 $15.0M
Denver Wealth Management, Inc. 5.52% Reduce -3.2% 31,973 $15.0M
GM Advisory Group, LLC 0.63% Add +9.3% 31,822 $14.9M
Narwhal Capital Management 1.09% Reduce -0.1% 31,327 $14.7M
Grove Bank & Trust 1.72% Add +10.2% 31,318 $14.7M
Valeo Financial Advisors, LLC 0.33% Add +0.5% 32,432 $14.6M
Rhumbline Advisers 0.01% Add +13.7% 30,831 $14.4M
Finley Financial, LLC 6.64% Reduce -0.6% 30,640 $14.4M
BNP Paribas Financial Markets 0.01% Reduce -15.8% 30,464 $14.3M
West Bancorporation Inc. 7.87% Reduce -5.2% 30,206 $14.1M
Nottingham Advisors, Inc. 1.96% Reduce -2.9% 30,162 $14.1M
Tower Research Capital LLC (TRC) 0.39% Add +134.2% 30,127 $14.1M
Gotham Asset Management 0.06% Add +94.8% 30,116 $14.1M
Connecticut Wealth Management, LLC 0.62% Add +4.4% 29,870 $14.0M
AlTi Global, Inc. 0.33% Add +21.0% 29,777 $13.9M
Brand Asset Management Group, Inc. 3.92% Reduce -1.7% 29,771 $13.9M
Compound Planning, Inc. 0.45% Reduce -0.9% 29,698 $13.9M
Sage Financial Group Inc. 0.93% Reduce -0.3% 29,222 $13.7M
Pacific Sage Partners, LLC 2.29% Add +1.1% 29,183 $13.7M
Parallel Advisors, LLC 0.25% Add +0.7% 29,135 $13.6M
Nvest Financial, LLC 7.82% Reduce -27.7% 29,064 $13.6M
Farther Finance Advisors, LLC 0.21% Add +29.0% 29,004 $13.6M
FMA Wealth Management, LLC 9.28% Reduce -1.5% 28,869 $13.5M
Epiq Partners, LLC 6.46% Add +0.1% 28,286 $13.2M
Clientfirst Wealth Management, LLC 10.60% No change 28,264 $13.2M
Sowell Financial Services LLC 0.51% Add +3.1% 28,199 $13.2M
American State Bank (Iowa) 6.70% Add +5.5% 28,086 $13.2M
Brickley Wealth Management 2.29% Reduce -1.0% 28,045 $13.1M
BCGM Wealth Management, LLC 3.40% Reduce -3.0% 27,859 $13.0M
2UniFi Bank 6.49% Add +8.3% 27,695 $13.0M
Hardy Reed LLC 0.95% Reduce -0.4% 27,670 $13.0M
Integrated Wealth Concepts LLC 0.11% Reduce -4.4% 27,345 $12.8M
Whittier Trust Co. 0.15% Reduce -0.4% 27,243 $12.8M
Jennison Associates LLC 0.01% Add +29.6% 27,246 $12.8M
Lebenthal Global Advisors, LLC 2.21% Add +1.8% 26,950 $12.6M
Flputnam Investment Management Co. 0.19% Reduce -0.6% 26,897 $12.6M
Bryn Mawr Trust Advisors, LLC 0.62% Add +19.1% 26,768 $12.5M
Focus Partners Advisor Solutions, LLC 0.14% Add +16.6% 26,270 $12.4M
Peapack Gladstone Financial Corp. 0.16% Add +7.0% 26,473 $12.4M
Beirne Wealth Consulting Services, LLC 2.98% Add +1.2% 26,468 $12.4M
Busey Bank 0.34% Add +0.6% 26,394 $12.4M
Highland Financial Advisors, LLC 3.53% Reduce -0.2% 26,311 $12.3M
American Institute for Advanced Investment Management, LLP 8.06% Reduce -2.6% 26,291 $12.3M
IMS Capital Management 5.67% Reduce -8.4% 26,198 $12.3M
Argent Trust Co 0.43% Add +1.9% 26,103 $12.2M
Tobias Financial Advisors, Inc. 1.84% Reduce -0.6% 25,910 $12.1M
Meritage Portfolio Management 0.81% Add +0.6% 25,849 $12.1M
Oldfather Financial Services, LLC 3.70% Reduce -0.7% 25,380 $11.9M
Gilliland Jeter Wealth Management LLC 3.67% Reduce -3.7% 25,373 $11.9M
J.W. Cole Advisors, Inc. 0.23% Add +0.2% 25,351 $11.9M
Allen Investment Management, LLC 0.13% No change 25,154 $11.8M
Winslow Capital Management, LLC 0.04% Reduce -2.5% 25,021 $11.7M
Coldstream Capital Management Inc. 0.16% Add +5.3% 25,013 $11.7M
Ballast, Inc. 2.85% Add +2.6% 24,960 $11.7M
Flow Traders U.S. LLC 0.47% Reduce -28.3% 24,765 $11.6M
Stevens Capital Partners 3.43% Add +7.5% 24,564 $11.5M
Blue Trust, Inc. 0.13% Reduce -3.3% 24,422 $11.4M
Brown Brothers Harriman & Co. 0.07% Reduce -44.6% 24,363 $11.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.18% Reduce -4.0% 24,322 $11.4M
Arbor Investment Advisors, LLC 1.45% Reduce -4.0% 24,317 $11.4M
NovaPoint Capital, LLC 2.78% Add +58.6% 24,247 $11.4M
Sapient Capital LLC 0.17% Add +0.7% 24,332 $11.4M
FLC Capital Advisors 2.19% Reduce -0.9% 24,126 $11.3M
Conning Inc. 0.40% No change 24,087 $11.3M
Loomis Sayles & Co. L P 0.01% Add +6.3% 24,061 $11.3M
Venture Visionary Partners LLC 0.39% Reduce -1.8% 24,026 $11.3M
Global Strategic Investment Solutions, LLC 1.12% Add +0.0% 24,008 $11.2M
ARK & TLK Investments, LLC 3.57% Reduce -0.2% 23,989 $11.2M
Matrix Asset Advisors Inc. 1.01% Add +1.6% 23,358 $10.9M
Oppenheimer Asset Management Inc. 0.12% Reduce -4.2% 23,308 $10.9M
Advisory Services Network, LLC 0.16% Reduce -7.9% 23,285 $10.9M
Truepoint, Inc. 0.25% Reduce -1.9% 23,226 $10.9M
Associated Banc-Corp 0.29% Add +62.4% 23,223 $10.9M
Paragon Financial Partners, Inc. 6.86% Reduce 0.0% 23,181 $10.9M
White Lighthouse Investment Management Inc. 1.65% Reduce -5.9% 23,055 $10.8M
Pettinga Financial Advisors LLC 2.10% Reduce -0.6% 22,996 $10.8M
Eukles Asset Management 4.18% Reduce -0.8% 22,937 $10.7M
Jane Street Group, LLC 0.01% Add +4233.8% 22,926 $10.7M
Chicago Wealth Management, Inc. 4.67% Add +0.1% 22,900 $10.7M
Mill Creek Capital Advisors, LLC 0.22% Add +2.1% 22,878 $10.7M
Smartleaf Asset Management LLC 0.66% Add +427.6% 22,756 $10.6M
Snowden Capital Advisors LLC 0.29% Add +0.7% 22,577 $10.6M
Western Wealth Management, LLC 0.56% Add +0.9% 22,470 $10.5M
Sound View Wealth Advisors Group, LLC 0.72% Add +0.5% 22,469 $10.5M
Holistic Financial Partners 4.30% Reduce -2.2% 22,438 $10.5M
Arete Wealth Advisors, LLC 0.66% Add +0.6% 22,419 $10.5M
Patten Group, Inc. 2.04% Reduce -1.5% 22,395 $10.5M
NTV Asset Management LLC 1.14% Add +2.2% 22,384 $10.5M
Paladin Advisory Group, LLC 8.16% Reduce -5.2% 22,352 $10.5M
Saxon Interests, Inc. 4.08% Add +85.5% 23,432 $10.4M
Fiduciary Trust Co 0.12% Add +1.2% 22,287 $10.4M
Presper Financial Architects, LLC 6.00% Reduce -7.6% 22,088 $10.3M
Diversified Trust Co. 0.21% Reduce -2.9% 21,930 $10.3M
Sequoia Financial Advisors, LLC 0.06% Reduce -1.6% 21,870 $10.2M
Cresta Advisors, Ltd. 4.57% Reduce -1.1% 21,850 $10.2M
Ancora Advisors LLC 0.20% Add +0.1% 21,768 $10.2M
Willis Johnson & Associates, Inc. 0.63% Reduce -3.0% 21,737 $10.2M
Jackson Wealth Management, LLC 1.02% Add +8.8% 21,689 $10.2M
Wealthcare Advisory Partners LLC 0.21% Add +1.4% 21,627 $10.1M
Bleakley Financial Group, LLC 0.23% Reduce -1.7% 21,537 $10.1M
Community Bank, N.A. 1.21% Reduce -4.3% 21,444 $10.0M
Simplicity Wealth,LLC 0.58% Reduce -28.3% 21,358 $10.0M
Rebalance, LLC 0.60% Add +0.1% 21,337 $10.0M
SOA Wealth Advisors, LLC. 1.62% Reduce -1.0% 21,185 $9.9M
Stock Yards Bank & Trust Co. 0.31% Add +2.3% 21,073 $9.9M
Quest Investment Management LLC 1.02% Add +1.2% 20,787 $9.7M
1900 Wealth Management LLC 0.66% Reduce -0.3% 20,729 $9.7M
Quantum Portfolio Management LLC 2.88% Add +90.1% 20,681 $9.7M
Frederick Financial Consultants, LLC 5.39% Reduce -0.2% 20,505 $9.6M
Perigon Wealth Management, LLC 0.19% Add +6.8% 20,332 $9.5M
Berkshire Asset Management LLC 0.40% Reduce -8.3% 20,271 $9.5M
Gerber Kawasaki Wealth & Investment Management 0.32% Add +7.1% 20,064 $9.4M
Bay Capital Advisors, LLC 6.10% Add +3.8% 20,015 $9.4M
Ruggaard & Associates LLC 3.49% Reduce -0.3% 19,894 $9.3M
Landaas & Co. /Wi 2.11% Add +0.0% 19,826 $9.3M
Sax Wealth Advisors, LLC 0.50% Reduce -0.9% 19,821 $9.3M
Kingsview Wealth Management, LLC 0.14% Reduce -0.9% 19,809 $9.3M
UMB Bank, n.a. 0.14% Reduce -9.8% 19,771 $9.3M
St. Louis Trust Co 1.15% Reduce -4.0% 19,637 $9.2M
Apollon Wealth Management, LLC 0.16% Reduce -0.8% 19,593 $9.2M
Bawa N Mallick Trust 3.47% No change 19,550 $9.2M
Old National Bancorp 0.16% Reduce -2.1% 19,484 $9.1M
Pure Financial Advisors, LLC 0.14% Reduce -2.0% 19,345 $9.1M
Counterweight Ventures, LLC 5.29% Add +5.8% 19,322 $9.1M
Watts Gwilliam & Co., LLC 1.46% Reduce -0.4% 19,300 $9.0M
Zuckerman Investment Group, LLC 0.84% Add +0.8% 19,287 $9.0M
Mutual Advisors, LLC 0.20% Reduce -0.6% 19,086 $9.0M
Next Capital Management LLC 3.01% Add +5.8% 19,225 $9.0M
Apexium Financial, LP 0.43% Add +0.2% 19,054 $8.9M
Mgo One Seven LLC 0.21% Add +133.7% 19,022 $8.9M
CFM Wealth Partners LLC 1.29% Reduce -5.0% 19,015 $8.9M
Axxcess Wealth Management, LLC 0.19% Reduce -5.8% 18,942 $8.9M
Rehmann Capital Advisory Group 0.48% Add +0.3% 18,839 $8.8M
Quent Capital, LLC 0.74% Reduce -3.3% 18,799 $8.8M
CENTRAL TRUST Co 0.18% Add +0.5% 18,738 $8.8M
Congress Asset Management Co. 0.06% Reduce -33.4% 18,723 $8.8M
Northstar Group, Inc. 1.33% Reduce -2.1% 18,647 $8.7M
Market Street Wealth Management Advisors LLC 1.38% Reduce -2.6% 18,611 $8.7M
Rothschild Investment LLC 0.49% Reduce -2.0% 18,595 $8.7M
Townsquare Capital LLC 1.32% Add +38.3% 18,568 $8.7M
OMNI 360 Wealth, Inc. 4.86% Add +6.7% 18,510 $8.7M
Provenance Wealth Advisors, LLC 1.12% Reduce -0.8% 18,449 $8.6M
Certuity, LLC 0.59% Add +3.6% 18,444 $8.6M
Alesco Advisors, LLC, An ESL Co 0.23% No change 18,428 $8.6M
Sei Investments Co. 0.01% Reduce -68.7% 18,353 $8.6M
Cyndeo Wealth Partners, LLC 0.48% Reduce -2.9% 18,331 $8.6M
McAdam, LLC 0.42% Reduce -3.8% 18,279 $8.6M
TFO Wealth Partners, LLC 1.39% Add +2.4% 18,200 $8.5M
New England Private Wealth Advisors LLC 1.12% Add +0.9% 18,147 $8.5M
Fidelity D & D Bancorp Inc. 4.67% Add +12.3% 18,086 $8.5M
Linscomb Wealth, Inc. 0.36% Reduce -6.0% 18,078 $8.5M
Partnership Wealth Management, LLC 6.51% Reduce -0.0% 18,055 $8.5M
Smith & Howard Wealth Management, LLC 1.97% Add +3.2% 18,054 $8.5M
Cornerstone Advisory, LLC 0.83% Reduce -0.7% 18,051 $8.5M
TPG Financial Advisors, LLC 3.14% Reduce -0.3% 17,984 $8.4M
Mycio Wealth Partners, LLC 1.94% Add +0.1% 17,942 $8.4M
Potentia Wealth 3.19% Reduce -1.6% 17,842 $8.4M
Sovran Advisors, LLC 0.73% Add +15.6% 17,077 $8.3M
Indiana Trust & Investment Management Co 2.51% Reduce -0.4% 17,611 $8.2M
Altus Wealth Group LLC 3.38% Reduce -0.5% 17,573 $8.2M
Legacy Advisors, LLC 1.01% — 17,538 $8.2M
Tanglewood Legacy Advisors, LLC 3.15% Add +3.0% 17,394 $8.1M
Three Bridge Wealth Advisors, LLC 2.10% No change 17,386 $8.1M
Dimension Capital Management LLC 1.18% No change 17,335 $8.1M
Next Level Private LLC 2.35% Reduce -1.6% 17,102 $8.1M
Cornerstone Planning Group LLC 1.29% Add +2.3% 16,685 $8.1M
City Holding Co. 1.01% Reduce -1.6% 17,142 $8.0M
Harbour Capital Advisors, LLC 1.64% Reduce -0.2% 17,072 $8.0M
SOL Capital Management CO 0.72% Add +8.3% 17,037 $8.0M
Tudor Investment Corporation 0.05% Add +572.6% 16,936 $7.9M
Financial Advisors, LLC 1.40% Add +0.0% 16,915 $7.9M
Opes Wealth Management LLC 1.38% Reduce -12.9% 16,786 $7.9M
IFG Advisory, LLC 0.35% Add +1.0% 16,576 $7.8M
Monument Capital Management 1.94% Reduce -8.3% 16,563 $7.8M
Central Valley Advisors, LLC 2.39% Reduce -0.1% 16,460 $7.7M
CJM Wealth Advisers, Ltd. 2.36% Reduce -3.8% 16,420 $7.7M
Avity Investment Management Inc. 0.54% Add +12.7% 16,407 $7.7M
Prosperity Consulting Group, LLC 0.38% Add +17.3% 16,399 $7.7M
Garde Capital, Inc. 0.39% Reduce -8.8% 16,354 $7.7M
Tolleson Wealth Management, Inc. 1.18% Reduce -1.8% 16,325 $7.6M
Dixon Fnancial Services, Inc. 3.47% No change 16,286 $7.6M
Caprock Group, LLC 0.19% — 17,039 $7.6M
Merit Financial Group, LLC 0.07% Reduce -6.2% 16,185 $7.6M
Gladstone Institutional Advisory LLC 0.29% Reduce -3.1% 16,153 $7.6M
Level Four Advisory Services, LLC 0.26% Add +4.7% 16,014 $7.5M
Pinnacle Associates Ltd. 0.10% Reduce -1.6% 15,942 $7.5M
Leigh Baldwin & Co., LLC 4.20% Add +8.5% 15,924 $7.5M
AlphaCore Capital LLC 0.25% Add +0.9% 15,891 $7.4M
Oarsman Capital, Inc. 1.04% Reduce -14.9% 15,872 $7.4M
FineMark National Bank & Trust 0.24% Reduce -1.9% 15,669 $7.3M
Apriem Advisors 0.69% Add +0.7% 15,661 $7.3M
DHJJ Financial Advisors, Ltd. 2.49% Reduce -4.2% 15,661 $7.3M
EPG Wealth Management LLC 2.02% Reduce -4.6% 15,626 $7.3M
Berman McAleer LLC 1.02% — 15,623 $7.3M
Cornerstone Advisors Asset Management, LLC 1.28% Add +0.9% 15,617 $7.3M
Meridian Wealth Advisors, LLC 1.03% Add +129.3% 15,520 $7.3M
Lowe Brockenbrough & Co. Inc. 0.37% Reduce -1.4% 15,518 $7.3M
AE Wealth Management LLC 0.05% Add +1.4% 15,477 $7.2M
Embree Financial Group 0.97% Reduce -0.6% 15,450 $7.2M
Forvis Mazars Wealth Advisors, LLC 0.14% Reduce -1.4% 15,379 $7.2M
GTS Securities LLC 0.28% Reduce -62.3% 15,301 $7.2M
First Western Trust Bank 0.32% Reduce -6.2% 15,078 $7.1M
Talisman Wealth Advisors LLC 5.83% Add +2.4% 15,028 $7.0M
Mathes Company, Inc. 2.54% No change 14,950 $7.0M
Canal Capital Management, LLC 1.05% Reduce -1.6% 14,894 $7.0M
Equitable Trust Co. 0.32% Add +40.8% 14,823 $6.9M
Nicolet Bankshares Inc. 1.11% Reduce -6.0% 14,770 $6.9M
Colorado Capital Management, Inc. 2.64% Reduce -2.3% 14,579 $6.8M
Strategic Family Wealth Counselors, L.L.C. 1.74% Add +0.8% 14,461 $6.8M
Leavell Investment Management, Inc. 0.28% Add +0.1% 14,368 $6.7M
Opus Capital Group, LLC 0.76% Add +1.0% 14,363 $6.7M
Hilltop Holdings Inc. 0.36% Add +11.1% 14,363 $6.7M
Ashton Thomas Securities, LLC 0.94% New 14,312 $6.7M
Serenus Wealth Advisors, LLC 1.14% Add +7.8% 14,200 $6.7M
Forum Financial Management, LP 0.09% Add +0.0% 14,092 $6.6M
Lowery Thomas, LLC 3.79% Reduce -1.8% 14,002 $6.6M
Widmann Financial Services, Inc. 4.12% Add +4.5% 14,000 $6.6M
Osborne Partners Capital Management, LLC 0.33% Reduce -2.4% 13,950 $6.5M
Monetary Management Group Inc. 1.49% Reduce -0.2% 13,886 $6.5M
Flagstar Securities, Inc. 1.98% Reduce -6.1% 13,820 $6.5M
Sigma Planning Corp 0.18% Reduce -11.4% 13,706 $6.4M
Calamos Wealth Management LLC 0.23% Add +3.1% 13,684 $6.4M
Dynamic Financial Group 5.56% Reduce -1.1% 13,667 $6.4M
Bulltick Wealth Management, LLC 1.51% Add +308.6% 13,663 $6.4M
Estate Counselors, LLC 0.55% Add +7.4% 13,636 $6.4M
Xponance LLC 0.05% Reduce -48.7% 13,617 $6.4M
MidAtlantic Capital Management, Inc. 4.27% Add +0.0% 13,348 $6.3M
Harbor Investment Advisory, LLC 0.51% Add +0.1% 13,249 $6.2M
Valmark Advisers, Inc. 0.08% Add +2.2% 13,246 $6.2M
Main Street Financial Solutions, LLC 0.40% Add +7.2% 13,193 $6.2M
My Personal CFO, LLC 2.39% New 13,155 $6.2M
Foundation Wealth Management, LLC\PA 2.39% Reduce -0.6% 13,155 $6.2M
Fisher Asset Management 0.00% Add +105.1% 13,130 $6.2M
Icon Wealth Advisors, LLC 0.41% Add +1.3% 12,902 $6.0M
Stage Harbor Financial, LLC 4.41% Reduce -1.7% 12,880 $6.0M
Assetmark, Inc. 0.01% Add +41.7% 12,832 $6.0M
Heck Capital Advisors, LLC 0.46% Add +0.4% 12,819 $6.0M
CPC Advisors, LLC 0.63% Reduce -0.1% 12,769 $6.0M
Sage Mountain Advisors LLC 0.34% Reduce -0.7% 12,568 $5.9M
Alta Wealth Advisors LLC 2.11% Reduce -1.5% 12,549 $5.9M
Legal & General Group Plc 0.00% Reduce -34.3% 12,483 $5.8M
Essex Financial Services, Inc. 0.35% Reduce -1.4% 12,452 $5.8M
CreativeOne Wealth, LLC 0.14% Reduce -7.5% 12,434 $5.8M
MTM Investment Management, LLC 1.85% Reduce -0.1% 12,433 $5.8M
Joel Isaacson & Co., LLC 0.21% Reduce -0.8% 12,432 $5.8M
Pinnacle Wealth Planning Services, Inc. 0.68% Add +1.7% 12,420 $5.8M
Cassaday & Co Wealth Management LLC 0.13% Add +0.0% 12,404 $5.8M
Eagle Strategies LLC 0.78% Reduce -1.5% 12,398 $5.8M
Total Clarity Wealth Management, Inc. 1.54% Reduce -1.4% 12,377 $5.8M
Verdence Capital Advisors LLC 0.33% Add +1.6% 11,948 $5.8M
Bollard Group LLC 0.14% Add +0.1% 12,341 $5.8M
Lanark Financial, Inc. 0.45% Reduce -1.2% 12,298 $5.8M
Cadence Bank 0.35% Reduce -0.6% 12,275 $5.7M
Cornerstone Wealth Advisors, Inc. 1.39% Reduce -1.1% 12,246 $5.7M
Avior Wealth Management, LLC 0.18% Add +0.5% 12,185 $5.7M
JSF Financial, LLC 1.27% Reduce -5.6% 12,183 $5.7M
Affinity Capital Advisors, LLC 0.88% No change 12,083 $5.7M
Topel & Distasi Wealth Management, LLC 2.81% Reduce -2.2% 12,165 $5.7M
City National Bank of Florida 3.76% No change 12,163 $5.7M
GC Wealth Management RIA, LLC 0.19% Add +37.1% 12,138 $5.7M
True North Advisors, LLC 0.89% Add +0.1% 12,025 $5.6M
Crestwood Advisors Group, LLC 0.10% Add +2.5% 12,020 $5.6M
W Advisors, LLC 2.96% No change 12,010 $5.6M
Dynamic Advisor Solutions LLC 0.16% Reduce -5.8% 11,981 $5.6M
Okabena Investment Services Inc. 1.09% Add +2.3% 11,971 $5.6M
Intrua Financial, LLC 0.66% Reduce -1.9% 11,944 $5.6M
B. Riley Wealth Advisors, Inc. 0.27% Add +4.8% 11,869 $5.6M
Ellis Investment Partners, LLC 1.00% Reduce -9.4% 11,828 $5.5M
Marshall Financial Group Inc. 1.52% Add +0.3% 11,769 $5.5M
Disciplined Investments, LLC 2.19% Reduce -0.3% 11,722 $5.5M
Foster Dykema Cabot & Partners, LLC 0.36% Reduce -1.2% 11,649 $5.5M
Summa Corp. 2.38% Reduce -2.4% 11,555 $5.4M
Stonegate Investment Group, LLC 0.13% No change 11,554 $5.4M
IFP Advisors, Inc 0.14% Reduce -13.5% 11,472 $5.4M
Krilogy Financial LLC 0.20% New 11,100 $5.3M
Vance Wealth, LLC 1.63% Reduce -0.8% 11,308 $5.3M
Waddell & Associates, LLC 0.45% Reduce -34.8% 11,245 $5.3M
Stonebridge Capital Advisors LLC 0.38% Reduce -0.7% 11,238 $5.3M
Ami Asset Management Corp. 0.29% Reduce -83.3% 11,186 $5.2M
American Trust 0.44% Reduce -44.8% 11,173 $5.2M
Summit Wealth & Retirement Planning, Inc. 1.28% Reduce -0.8% 11,106 $5.2M
Verum Partners LLC 1.10% Reduce -0.8% 11,063 $5.2M
Wesbanco Bank Inc. 0.14% No change 11,020 $5.2M
Sigma Investment Counselors Inc. 0.27% Add +0.5% 10,986 $5.1M
GAMMA Investing LLC 0.28% Add +4.9% 10,962 $5.1M
Private Trust Co. NA 0.45% Reduce -0.6% 10,949 $5.1M
Clarius Group, LLC 0.30% No change 10,928 $5.1M
Davis R M Inc. 0.09% Add +6.5% 10,926 $5.1M
Integrated Advisors Network LLC 0.21% Reduce -0.2% 10,844 $5.1M
Paces Ferry Wealth Advisors, LLC 2.11% Add +0.0% 10,834 $5.1M
McCarthy Asset Management, Inc. 3.25% Reduce -0.4% 10,794 $5.1M
True Link Financial Advisors, LLC 0.32% Reduce -5.1% 10,733 $5.0M
BBR Partners, LLC 0.29% No change 10,719 $5.0M
Cornerstone Wealth Group, LLC 0.34% Add +2.3% 10,699 $5.0M
Adirondack Trust Co. 1.68% Add +5.4% 10,686 $5.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -6.0% 10,643 $5.0M
Clarion Wealth Managment Partners, LLC 4.90% Reduce -1.0% 10,590 $5.0M
Kingswood Wealth Advisors, LLC 0.30% Add +83.1% 10,564 $4.9M
Atlas Brown,Inc. 1.46% Reduce -0.5% 10,547 $4.9M
Segment Wealth Management, LLC 0.30% No change 10,534 $4.9M
Etesian Wealth Advisors, Inc. 1.62% Reduce -1.1% 10,487 $4.9M
Key Financial Inc 0.91% Reduce -1.9% 10,409 $4.9M
Zacks Investment Management 0.04% Add +6.0% 10,392 $4.9M
SilverOak Wealth Management LLC 0.82% No change 10,390 $4.9M
Aaron Wealth Advisors LLC 0.29% Reduce -51.0% 10,378 $4.9M
Chicago Partners Investment Group LLC 0.13% Add +0.0% 9,880 $4.8M
Beam Wealth Advisors, Inc. 1.31% Reduce -17.2% 10,246 $4.8M
Bouvel Investment Partners, LLC 1.46% New 10,188 $4.8M
Goodman Financial Corp 0.92% No change 10,117 $4.7M
Tandem Financial, LLC 1.76% Reduce -1.4% 10,104 $4.7M
Evanson Asset Management, LLC 0.27% Add +0.1% 10,101 $4.7M
Legacy Financial Group, Inc. 1.30% Reduce -3.7% 10,101 $4.7M
Thompson Siegel & Walmsley LLC 0.08% Reduce -2.4% 10,059 $4.7M
Hancock Whitney Corp. 0.08% Reduce -8.4% 9,955 $4.7M
Valley Forge Investment Consultants Inc. Adv 1.36% Reduce -16.5% 9,936 $4.7M
Enclave Advisors LLC 0.71% No change 9,913 $4.6M
WealthShield Partners, LLC 0.53% Reduce -0.7% 9,910 $4.6M
Central Pacific Bank - Trust Division 0.58% Reduce -3.2% 9,879 $4.6M
Diversified Portfolios, Inc. 0.41% Add +0.1% 9,860 $4.6M
Angeles Wealth Management, LLC 0.28% Add +1.6% 9,817 $4.6M
Wedbush Securities Inc. 0.15% Add +7.3% 9,789 $4.6M
Mainstream Capital Management LLC 3.04% Reduce -3.4% 9,763 $4.6M
Sierra Capital LLC 0.50% No change 9,718 $4.6M
Mosaic Family Wealth Partners, LLC 0.53% Reduce -0.1% 9,698 $4.5M
KMG Fiduciary Partners, LLC 0.30% Reduce -0.5% 9,649 $4.5M
PAX Financial Group, LLC 0.81% Reduce -3.4% 9,633 $4.5M
Willner & Heller, LLC 3.45% Reduce -0.6% 9,580 $4.5M
AdvisorNet Financial, Inc 0.25% Reduce -3.0% 9,555 $4.5M
World Investment Advisors 0.09% Add +2.3% 9,541 $4.5M
Great Lakes Advisors, LLC 0.04% Reduce -14.2% 9,538 $4.5M
Centerpoint Advisory Group 3.48% Add +3.3% 9,533 $4.5M
Guidance Point Advisors, LLC 1.11% Reduce -1.5% 9,517 $4.5M
Transcend Capital Advisors, LLC 0.31% Reduce -7.3% 9,438 $4.4M
Centennial Bank 1.74% Reduce -14.9% 9,426 $4.4M
Vise Technologies, Inc. 0.16% Add +66.2% 9,423 $4.4M
Exencial Wealth Advisors, LLC 0.14% Reduce -1.6% 9,396 $4.4M
Belpointe Asset Management LLC 0.17% Add +13.0% 9,396 $4.4M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -4.8% 9,308 $4.4M
Sendero Wealth Management, LLC 0.51% No change 9,325 $4.4M
Mayport, LLC 0.94% No change 9,300 $4.4M
Family Capital Management, Inc. 2.08% Reduce -2.6% 9,279 $4.3M
Ausdal Financial Partners, Inc. 0.21% Add +37.4% 9,276 $4.3M
Wharton Business Group, LLC 0.19% Reduce -1.1% 9,249 $4.3M
Laird Norton Wetherby Wealth Management, LLC 0.18% Reduce -18.8% 9,222 $4.3M
Stonebridge Financial Planning Group, LLC 1.62% Add +0.0% 9,195 $4.3M
Hillcrest Wealth Advisors - NY, LLC 1.93% Reduce -1.9% 9,175 $4.3M
First National Trust Co 0.15% Reduce -6.3% 9,172 $4.3M
KDK Private Wealth Management, LLC 4.34% Reduce -1.8% 9,147 $4.3M
Independent Financial Group, LLC 0.10% Add +3.0% 9,146 $4.3M
Oxford Financial Group, LTD. LLC 0.24% Add +8.1% 9,136 $4.3M
Courier Capital LLC 0.24% Reduce -1.6% 9,123 $4.3M
jvl associates llc 1.41% No change 9,112 $4.3M
Howland Capital Management LLC 0.16% Add +2.5% 9,108 $4.3M
Fiduciary Wealth Partners, LLC 1.79% Reduce -5.3% 9,081 $4.3M
CRA Financial Services, LLC 0.58% Reduce -0.4% 9,080 $4.3M
Clark & Stuart, Inc 3.03% Reduce -0.7% 9,035 $4.2M
Fiduciary Financial Group, LLC 0.66% Reduce -2.7% 8,980 $4.2M
Annex Advisory Services, LLC 0.09% Add +8.7% 8,969 $4.2M
Founders Financial Alliance, LLC 0.78% Reduce -9.8% 8,889 $4.2M
Jordan Park Group LLC 0.24% No change 8,851 $4.1M
Savvy Advisors, Inc. 0.19% Add +2.5% 8,843 $4.1M
Capital Investment Advisors, LLC 0.07% Add +2.5% 8,839 $4.1M
Moloney Securities Asset Management, LLC 0.49% Add +29.3% 8,827 $4.1M
Jefferies Financial Group Inc. 0.04% Add +1.3% 8,794 $4.1M
GenWealth Group, Inc. 0.76% Reduce -4.4% 8,770 $4.1M
Atlantic Edge Private Wealth Management, LLC 1.06% No change 8,767 $4.1M
Permanent Capital Management, LP 0.77% — 8,753 $4.1M
Orser Capital Management, LLC 2.15% Reduce -5.3% 8,744 $4.1M
Darwin Wealth Management, LLC 1.30% Add +1.0% 8,722 $4.1M
Diversify Wealth Management, LLC 0.24% Add +4.3% 8,358 $4.1M
Harbour Investments, Inc. 0.09% Add +8.0% 8,684 $4.1M
InvesTrust 1.48% Reduce -5.7% 8,637 $4.0M
SouthState Bank Corp 0.19% Reduce -1.3% 8,600 $4.0M
Noble Family Wealth, LLC 0.89% No change 8,580 $4.0M
Monograph Wealth Advisors, LLC 0.41% Reduce -19.1% 8,578 $4.0M
Towerpoint Wealth, LLC 1.64% Reduce -4.9% 8,571 $4.0M
Quotient Wealth Partners, LLC 0.11% Reduce -3.0% 8,559 $4.0M
Capital Asset Advisory Services LLC 0.17% Reduce -11.3% 8,528 $4.0M
Columbus Macro, LLC 0.45% Reduce -3.5% 8,519 $4.0M
IFC Advisors LLC 0.73% No change 8,518 $4.0M
Silver Oak Securities, Incorporated 0.30% Reduce -29.4% 8,505 $4.0M
FAS Wealth Partners, Inc. 0.27% Reduce -1.4% 8,434 $4.0M
Jackson Hole Capital Partners, LLC 0.68% No change 8,429 $3.9M
Meridian Management Co. 1.05% Reduce -1.3% 8,390 $3.9M
Pachira Investments Inc. 2.19% Add +0.1% 8,328 $3.9M
RiverFront Investment Group, LLC 0.07% Add +34.7% 8,326 $3.9M
Foundations Investment Advisors, LLC 0.06% Reduce -12.0% 8,306 $3.9M
Walleye Trading LLC 0.06% New 8,292 $3.9M
Mechanics Bank Trust Department 0.55% Reduce -1.3% 8,290 $3.9M
HORAN Wealth, LLC 0.61% New 8,249 $3.9M
Meridian Wealth Management, LLC 0.15% Add +2.5% 8,240 $3.8M
Sepio Capital, LP 0.23% Reduce -59.0% 8,129 $3.8M
Frank, Rimerman Advisors LLC 0.24% No change 8,111 $3.8M
Leo Wealth, LLC 0.49% Reduce -0.3% 8,102 $3.8M
Glass Jacobson Investment Advisors llc 1.36% Reduce -0.3% 8,052 $3.8M
SeaCrest Wealth Management, LLC 0.40% Reduce -0.8% 7,900 $3.8M
Summit Financial Strategies, Inc. 0.32% Add +7.9% 8,004 $3.7M
Robinson Smith Wealth Advisors LLC 2.69% Reduce -0.0% 7,996 $3.7M
Wealth Dimensions Group, Ltd. 0.77% Reduce -0.9% 7,984 $3.7M
Brightwater Advisory LLC 2.56% Reduce -3.9% 7,964 $3.7M
Wealthstream Advisors, Inc. 0.56% Reduce -2.1% 7,963 $3.7M
Diversify Advisory Services, LLC 0.12% Add +39.5% 7,621 $3.7M
Argyle Capital Partners, LLC 2.66% Reduce -4.5% 7,927 $3.7M
Goelzer Investment Management, Inc. 0.20% Reduce -1.7% 7,923 $3.7M
Certified Advisory Corp 0.35% Reduce -1.4% 7,915 $3.7M
Premier Path Wealth Partners, LLC 0.48% Reduce -6.7% 7,902 $3.7M
Evoke Wealth, LLC 0.08% Add +51.2% 7,886 $3.7M
Weaver Capital Management LLC 0.80% Reduce -0.6% 7,858 $3.7M
Elm Partners Management LLC 0.18% New 7,849 $3.7M
Transamerica Financial Advisors, LLC 0.30% Add +9.4% 7,825 $3.7M
Janus Henderson Group PLC 0.00% Reduce -35.2% 7,808 $3.7M
Empower Advisory Group, LLC 0.01% Add +1.1% 7,791 $3.6M
Fiducient Advisors LLC 0.42% Add +4.7% 7,754 $3.6M
Sharkey, Howes & Javer 0.46% Add +0.0% 7,677 $3.6M
Greenleaf Trust 0.03% Reduce -0.1% 7,645 $3.6M
Vista Capital Partners, Inc. 0.36% Reduce -12.3% 7,645 $3.6M
Canandaigua National Bank & Trust Co. 0.32% No change 7,643 $3.6M
First United Bank & Trust 1.16% Reduce -0.3% 7,637 $3.6M
ProVise Management Group, LLC 0.26% Reduce -1.9% 7,632 $3.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +16.3% 7,623 $3.6M
ICONIQ Capital, LLC 0.04% Reduce -57.5% 7,583 $3.6M
Baron Financial Group, LLC 1.94% Reduce -2.2% 7,578 $3.5M
Aspiriant, LLC 0.11% Reduce -24.3% 7,571 $3.5M
Glenview Trust Co 0.06% No change 7,526 $3.5M
Highview Capital Management LLC 1.29% New 7,477 $3.5M
Peddock Capital Advisors, LLC 0.75% Add +1.6% 7,445 $3.5M
Concurrent Investment Advisors, LLC 0.06% Add +10.9% 7,398 $3.5M
Bartlett & Co. Wealth Management LLC 0.05% Add +48.2% 7,391 $3.5M
Zions Bancorporation, National Association 0.17% Reduce -2.8% 7,373 $3.5M
Perennial Investment Advisors, LLC 0.29% Reduce -0.7% 7,372 $3.5M
Kapstone Financial Advisors LLC 1.63% No change 7,369 $3.5M
Azimuth Capital Investment Management LLC 0.12% Reduce -6.4% 7,342 $3.4M
Client First Capital LLC 1.53% Reduce -5.0% 7,338 $3.4M
Biltmore Family Office, LLC 0.49% Reduce -3.3% 7,332 $3.4M
Soltis Investment Advisors LLC 0.24% Add +3.6% 7,289 $3.4M
Middleton & Co. Inc. 0.37% Reduce -0.1% 7,276 $3.4M
Elevation Wealth Partners, LLC 1.23% Add +0.0% 7,272 $3.4M
Lee, Kelleher & Klein Wealth Management 2.09% Reduce -3.5% 7,257 $3.4M
Cypress Capital Group 0.41% Reduce -1.5% 7,243 $3.4M
Qube Research & Technologies Ltd 0.00% Add +208.6% 7,242 $3.4M
Cove Private Wealth, LLC 1.09% No change 7,240 $3.4M
Burling Wealth Partners, LLC 0.56% Add +244.6% 7,236 $3.4M
Clark Capital Management Group, Inc. 0.02% Add +17.8% 7,207 $3.4M
Towercrest Capital Management 0.54% No change 7,201 $3.4M
DAVENPORT & Co LLC 0.02% Add +6.7% 7,188 $3.4M
Burke & Herbert Bank & Trust Co. 0.72% Reduce -3.3% 7,182 $3.4M
Cahaba Wealth Management, Inc. 0.24% Reduce -0.7% 7,171 $3.4M
Midwest Professional Planners, LTD. 0.82% Reduce -4.6% 7,134 $3.3M
Biondo Investment Advisors, LLC 0.42% Add +2.7% 7,127 $3.3M
Vestmark Advisory Solutions, Inc. 0.06% Reduce -41.7% 7,122 $3.3M
Regal Investment Advisors LLC 0.22% Add +24.5% 7,111 $3.3M
Atlantic Union Bankshares Corp 0.06% Add +0.6% 7,110 $3.3M
Cullinan Associates Inc. 0.22% Reduce -1.4% 7,100 $3.3M
NFSG Corp 0.50% Reduce -1.4% 7,085 $3.3M
Trilogy Capital Inc. 0.15% Add +2.4% 7,069 $3.3M
Insight 2811, Inc. 1.48% Reduce -0.4% 7,068 $3.3M
Aprio Wealth Management, LLC 0.33% Reduce -0.9% 7,063 $3.3M
HRT Financial LP 0.01% New 7,063 $3.3M
Dentgroup LLC 2.14% Reduce -2.2% 7,061 $3.3M
Ramirez Asset Management, Inc. 0.46% No change 7,050 $3.3M
Element Pointe Advisors, LLC 0.70% Add +0.8% 7,045 $3.3M
Redhawk Wealth Advisors, Inc. 0.38% Add +11.0% 7,025 $3.3M
Focus Financial Network, Inc. 0.12% Add +2.4% 7,024 $3.3M
First National Bank Sioux Falls 1.02% Reduce -0.3% 7,013 $3.3M
Texas Bank & Trust Co 1.24% Reduce -3.5% 7,007 $3.3M
Woodline Partners LP 0.02% Reduce -11.6% 6,999 $3.3M
Crewe Advisors LLC 0.31% Add +6.5% 6,988 $3.3M
Granite Harbor Advisors, Inc. 1.37% New 6,949 $3.3M
Beaumont Financial Advisors, LLC 0.22% Add +0.2% 6,936 $3.2M
Gryphon Financial Partners LLC 0.37% Reduce -2.5% 6,918 $3.2M
Suncoast Equity Management 0.32% Reduce -4.0% 6,913 $3.2M
Park Place Capital Corp 0.68% Reduce -6.0% 6,888 $3.2M
Providence Capital Advisors, LLC 0.56% Reduce -1.6% 6,871 $3.2M
Tilson Financial Group, Inc. 1.06% Reduce -0.1% 6,870 $3.2M
Ehrenkranz Partners L.P. 2.80% — 6,821 $3.2M
Optiver Holding B.V. 0.05% New 6,727 $3.2M
General Partner, Inc. 1.73% No change 6,696 $3.1M
Stratos Wealth Advisors, LLC 0.15% Add +4.0% 6,681 $3.1M
Cannell & Spears LLC 0.06% Reduce -0.3% 6,653 $3.1M
Nikulski Financial, Inc. 0.78% Reduce -1.1% 6,639 $3.1M
Alliance Wealth Management Group 0.69% No change 6,638 $3.1M
Snider Financial Group 0.85% Reduce -5.6% 6,621 $3.1M
Betterment LLC 0.01% Reduce -6.5% 6,611 $3.1M
James J. Burns & Company, LLC 0.46% Reduce -6.9% 6,568 $3.1M
Bogart Wealth, LLC 0.12% No change 6,548 $3.1M
Maryland Capital Advisors Inc. 1.10% No change 6,543 $3.1M
Able Wealth Management LLC 1.15% Reduce -2.9% 6,529 $3.1M
Chesley Taft & Associates LLC 0.13% Add +0.2% 6,523 $3.1M
Radnor Capital Management, LLC 0.46% Reduce -4.8% 6,491 $3.0M
Magnus Financial Group LLC 0.24% Add +3.2% 6,462 $3.0M
G2 Capital Management, LLC / Oh 0.76% No change 6,459 $3.0M
Independence Bank of Kentucky 0.39% Add +1.3% 6,443 $3.0M
Nicolet Advisory Services, LLC 0.23% Add +16.6% 6,416 $3.0M
Capital Analysts, LLC 0.09% Add +0.7% 6,439 $3.0M
CGN Advisors LLC 0.25% Reduce -1.6% 6,427 $3.0M
Voya Investment Management LLC 0.00% Reduce -7.3% 6,402 $3.0M
PGIM Custom Harvest LLC 0.05% Add +6.9% 6,393 $3.0M
Cambridge Advisors Inc. 0.58% Reduce -0.1% 6,359 $3.0M
Wescott Financial Advisory Group, LLC 0.27% Add +0.1% 6,354 $3.0M
Moody LYNN Lieberson & Walker, LLC 0.16% Reduce -18.1% 6,280 $2.9M
Moss Adams Wealth Advisors LLC 0.23% Reduce -0.5% 6,261 $2.9M
Modern Wealth Management, LLC 0.06% Reduce -1.3% 6,244 $2.9M
Becker Capital Management Inc. 0.09% Add +1.1% 6,236 $2.9M
Auour Investments LLC 0.94% Reduce -1.9% 6,179 $2.9M
Fortress Financial Group, LLC 2.21% Reduce -1.2% 6,161 $2.9M
Flywheel Private Wealth LLC 2.25% Reduce -0.6% 6,159 $2.9M
Brady Martz Wealth Solutions, LLC 0.52% Reduce -0.0% 6,133 $2.9M
Formulate Financial LLC 3.56% — 6,128 $2.9M
Allegheny Financial Group 0.54% Add +1.9% 6,125 $2.9M
Tocqueville Asset Management L.P. 0.04% Add +3.7% 6,107 $2.9M
GGM Financial LLC 1.44% Add +0.2% 6,104 $2.9M
International Assets Investment Management, LLC 0.23% Reduce -4.8% 6,760 $2.8M
Seven Mile Advisory 0.46% Add +2.8% 6,052 $2.8M
Beaton Management Co. Inc. 1.28% Reduce -0.2% 6,024 $2.8M
WealthBridge Capital Management, LLC 0.66% Reduce -2.2% 6,024 $2.8M
Turtle Creek Wealth Advisors, LLC 0.25% Add +11.7% 6,003 $2.8M
ALM First Financial Advisors, LLC 0.57% No change 7,285 $2.8M
Trust Point Inc. 0.23% Reduce -6.7% 5,977 $2.8M
Koshinski Asset Management, Inc. 0.20% Reduce -3.1% 5,974 $2.8M
Insigneo Advisory Services, LLC 0.20% Add +97.5% 5,963 $2.8M
Cornerstone Wealth Management, LLC 0.15% Reduce -0.6% 5,917 $2.8M
Edgemoor Investment Advisors, Inc. 0.21% Add +57.2% 5,914 $2.8M
Independent Advisor Alliance 0.07% Add +1.4% 5,909 $2.8M
Marmo Financial Group, LLC 1.34% Add +0.1% 5,898 $2.8M
Rockland Trust Co. 0.11% Add +277.5% 5,889 $2.8M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -14.2% 5,889 $2.8M
Plancorp, LLC 0.09% Reduce -7.1% 5,835 $2.7M
Gries Financial LLC 0.43% Reduce -0.3% 5,827 $2.7M
Journey Strategic Wealth LLC 0.08% Reduce -1.9% 5,824 $2.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -7.5% 5,758 $2.7M
Clifford Group, LLC 2.12% Reduce -1.4% 5,808 $2.7M
Colonial Trust Co / SC 0.37% Reduce -0.3% 5,806 $2.7M
Blankinship & Foster, LLC 0.59% Reduce -0.8% 5,803 $2.7M
Obermeyer Wealth Partners 0.13% Add +4.0% 5,793 $2.7M
Stephens Consulting, LLC 0.93% Reduce -19.4% 5,781 $2.7M
Norris Financial Group, LLC 0.99% Add +23.3% 5,775 $2.7M
Wick Capital Partners, LLC 0.64% Reduce -33.9% 5,765 $2.7M
Moneco Advisors, LLC 0.22% Reduce -13.8% 5,711 $2.7M
Autumn Glory Partners, LLC 1.10% Add +0.7% 5,707 $2.7M
Palisade Asset Management, LLC 0.25% Reduce -3.1% 5,700 $2.7M
Greenspring Advisors, LLC 0.47% — 5,651 $2.6M
HUB Investment Partners, LLC 0.10% Add +6.4% 5,634 $2.6M
Spirepoint Private Client, LLC 0.28% Add +0.8% 5,633 $2.6M
Baker Tilly Wealth Management, LLC 0.60% Add +11.8% 5,625 $2.6M
Balentine LLC 0.10% Add +1.5% 5,619 $2.6M
Welch & Forbes LLC 0.03% No change 5,615 $2.6M
Detalus Advisors, LLC 0.68% Reduce -0.1% 5,578 $2.6M
Trust Co of the South 0.43% Reduce -0.1% 5,560 $2.6M
Flagship Harbor Advisors, LLC 0.11% Reduce -43.6% 5,551 $2.6M
Empirical Asset Management, LLC 0.72% Add +3.2% 5,539 $2.6M
Investmark Advisory Group LLC 1.12% Reduce -7.2% 5,504 $2.6M
Revolve Wealth Partners, LLC 0.31% Reduce -17.9% 5,498 $2.6M
Brown, Lisle/Cummings, Inc. 0.66% No change 5,497 $2.6M
Asset Dedication, LLC 0.17% Reduce -0.4% 5,476 $2.6M
Old Mission Investment Co LLC 0.63% Add +0.1% 5,469 $2.6M
Salomon & Ludwin, LLC 0.23% Reduce -4.8% 5,448 $2.6M
Tarbox Family Office, Inc. 0.37% No change 5,449 $2.6M
National Philanthropic Trust 0.03% No change 5,441 $2.5M
Lee Danner & Bass Inc. 0.19% Add +0.2% 5,437 $2.5M
Quadrant Private Wealth Management, LLC 0.46% Reduce -0.1% 5,425 $2.5M
Integrated Capital Management, Inc. 1.77% Reduce -12.9% 5,420 $2.5M
Cooper Financial Group 0.28% Reduce -1.4% 5,402 $2.5M
JP Wealth Management, Inc. 1.70% No change 5,400 $2.5M
Sterling Investment Counsel, LLC 0.81% New 5,363 $2.5M
Roman Butler Fullerton & Co. 0.67% Add +3.8% 5,092 $2.5M
Cannon Financial Strategists, Inc. 0.36% Reduce -1.4% 5,336 $2.5M
Plante Moran Financial Advisors, LLC 0.16% Reduce -3.4% 5,291 $2.5M
Caldwell Trust Co 0.23% Add +2.5% 5,276 $2.5M
Insight Inv LLC 1.45% Reduce -6.2% 5,275 $2.5M
Cascade Financial Partners, LLC 0.28% Reduce -0.5% 5,272 $2.5M
Tidal Investments LLC 0.01% New 5,257 $2.5M
Signet Financial Management, LLC 0.29% Reduce -1.7% 5,254 $2.5M
CCG Wealth Management, LLC 1.16% No change 5,252 $2.5M
Cascade Wealth Advisors, Inc 1.21% Reduce -15.0% 5,089 $2.5M
Blue Bell Private Wealth Management, LLC 0.37% Reduce -2.5% 5,232 $2.5M
Tactive Advisors, LLC 0.69% Add +18.2% 5,231 $2.5M
Q3 Asset Management 0.84% Reduce -17.8% 5,230 $2.4M
Great Waters Wealth Management 0.29% Add +1.7% 5,221 $2.4M
Bearing Point Capital, LLC 0.42% Reduce -0.1% 5,213 $2.4M
Hoese & Co LLP 1.86% Reduce -5.2% 5,201 $2.4M
Evergreen Capital Management LLC 0.06% No change 5,199 $2.4M
VeraBank, N.A. 0.46% Reduce -0.6% 5,198 $2.4M
Almanack Investment Partners, LLC. 0.38% No change 5,189 $2.4M
Investment Advisory Group, LLC 0.66% Add +0.6% 5,154 $2.4M
West Michigan Advisors, LLC 0.58% Reduce -0.5% 5,142 $2.4M
Principal Securities, Inc. 0.04% Reduce -6.2% 5,137 $2.4M
IFG Advisors, LLC 0.39% Reduce -0.4% 5,126 $2.4M
Archer Investment Corp 0.54% No change 5,120 $2.4M
PFG Advisors 0.10% New 5,094 $2.4M
QRG Capital Management, Inc. 0.03% Reduce -29.7% 5,092 $2.4M
Florida Trust Wealth Management Co 0.07% Add +1.1% 5,085 $2.4M
Luts & Greenleigh Group, Inc. 2.14% Reduce -4.0% 5,085 $2.4M
LVM Capital Management Ltd. 0.23% Add +244.2% 5,042 $2.4M
Tassel Capital Management, Inc. 1.51% Reduce -0.1% 5,042 $2.4M
Montis Financial, LLC 0.54% Add +206.0% 5,025 $2.4M
Twin Peaks Wealth Advisors, LLC 0.80% Reduce -0.3% 5,020 $2.4M
Veracity Capital LLC 0.76% Reduce -15.0% 5,012 $2.3M
Salem Investment Counselors Inc. 0.07% Reduce -1.1% 4,982 $2.3M
Massachusetts Financial Services Co. 0.00% Reduce -7.2% 4,975 $2.3M
Voisard Asset Management Group, Inc. 0.54% Add +0.4% 4,974 $2.3M
Home Federal Bank of Tennessee 0.62% No change 4,960 $2.3M
Trademark Financial Management, LLC 1.35% Add +0.6% 4,935 $2.3M
Curated Wealth Partners LLC 0.28% No change 4,928 $2.3M
Ferguson Wellman Capital Management, Inc. 0.04% Reduce -4.9% 4,915 $2.3M
Millennium Management 0.00% Reduce -73.2% 4,899 $2.3M
Performance Wealth Partners, LLC 0.06% Reduce -0.1% 4,896 $2.3M
Petix & Botte Co 0.52% No change 4,838 $2.3M
Brown Financial Advisory 1.18% Reduce -0.8% 4,830 $2.3M
Legacy Trust 0.45% Add +2.5% 4,829 $2.3M
Matrix Private Capital Group LLC 1.19% Reduce -0.2% 4,810 $2.3M
Tranquility Partners, LLC 0.76% Add +4.0% 4,804 $2.3M
Aft, Forsyth & Company, Inc. 1.07% Reduce -0.3% 4,781 $2.2M
Mma Asset Management LLC 0.75% Add +1.8% 4,779 $2.2M
Fiduciary Alliance LLC 0.15% Add +16.4% 4,776 $2.2M
Friday Financial 0.94% Add +0.4% 4,771 $2.2M
Capital Group Private Client Services, Inc. 0.04% Add +6.2% 4,761 $2.2M
RKL Wealth Management LLC 0.19% No change 4,755 $2.2M
Midland Wealth Advisors, LLC 0.12% Reduce -16.9% 4,742 $2.2M
Morton Capital Management LLC 0.36% Add +23.7% 4,736 $2.2M
Advisors Capital Management, LLC 0.03% Reduce -0.5% 4,679 $2.2M
Northeast Investment Management 0.09% No change 4,666 $2.2M
Acropolis Investment Management, LLC 0.11% No change 5,146 $2.2M
Bensler, LLC 0.23% Reduce -0.5% 4,652 $2.2M
Financial Connections Group, Inc. 0.84% No change 4,617 $2.2M
Providence Financial Advisors, LLC 2.05% — 4,595 $2.2M
Emprise Bank 0.93% No change 4,594 $2.2M
Glassman Wealth Services 0.30% Reduce -0.5% 4,590 $2.1M
Thomasville National Bank 0.14% Reduce -1.6% 4,589 $2.1M
RPg Family Wealth Advisory, LLC 0.47% New 4,587 $2.1M
WASHINGTON TRUST Co 0.07% No change 4,563 $2.1M
Latitude Advisors, LLC 0.97% Add +2.1% 4,552 $2.1M
Grant Street Asset Management, Inc. 0.45% Reduce -0.8% 4,551 $2.1M
Carnegie Investment Counsel 0.04% Add +43.4% 4,551 $2.1M
Cambridge Financial Group, LLC 0.68% Reduce -0.5% 4,516 $2.1M
Win Advisors, Inc. 1.02% New 4,490 $2.1M
Strategic Blueprint, LLC 0.09% Add +24.7% 4,488 $2.1M
Intrust Bank NA 0.17% Add +0.0% 4,477 $2.1M
Westwood Holdings Group Inc. 0.02% Add +6.7% 4,471 $2.1M
Cardiff Park Advisors, LLC 0.16% Add +0.0% 4,440 $2.1M
Beacon Financial Advisory LLC 0.48% Add +0.3% 4,430 $2.1M
1834 Investment Advisors Co. 0.25% Reduce -2.0% 4,429 $2.1M
Rossmore Private Capital 0.22% No change 4,421 $2.1M
Roehl & Yi Investment Advisors, LLC 0.90% No change 4,419 $2.1M
Symphony Financial Services, Inc. 1.11% Add +2.2% 4,419 $2.1M
Beacon Financial Group 0.20% Reduce -0.7% 4,415 $2.1M
Resonant Capital Advisors, LLC 0.12% Add +72.0% 4,390 $2.1M
TCV Trust & Wealth Management, Inc. 0.17% No change 4,379 $2.1M
HMS Capital Management, LLC 0.86% No change 4,371 $2.0M
Financial Sense Advisors, Inc. 0.42% Add +1.2% 4,361 $2.0M
Castle Wealth Management LLC 0.69% Reduce -1.0% 4,353 $2.0M
Willow Creek Wealth Management Inc. 0.17% Reduce -1.1% 4,342 $2.0M
MBL Wealth, LLC 0.18% Reduce -0.7% 4,336 $2.0M
Sage Capital Management, LLC 0.91% Reduce -1.0% 4,331 $2.0M
Broadview Financial Management, LLC 1.36% Reduce -0.6% 4,292 $2.0M
SkyView Investment Advisors, LLC 0.25% Reduce -1.5% 4,286 $2.0M
Bedel Financial Consulting, Inc. 0.26% Reduce -0.5% 4,284 $2.0M
Ironwood Financial, llc 0.35% Add +0.6% 4,277 $2.0M
Secure Asset Management, LLC 0.33% Reduce -14.1% 4,240 $2.0M
Activest Wealth Management 0.40% Add +30.2% 4,243 $2.0M
Allodium Investment Consultants, LLC 1.12% Add +9.9% 4,241 $2.0M
Clarkston Capital Partners, LLC 0.04% Reduce -2.7% 4,234 $2.0M
October Effect Ltd 2.18% Add +4.3% 4,224 $2.0M
Independent Solutions Wealth Management, LLC 0.35% Add +5.6% 4,223 $2.0M
Evermay Wealth Management LLC 0.23% Reduce -0.3% 4,206 $2.0M
Raab & Moskowitz Asset Management LLC 0.44% Add +3.0% 4,198 $2.0M
Verus Capital Partners, LLC 0.15% Reduce -7.1% 4,188 $2.0M
Venturi Wealth Management, LLC 0.09% Reduce -91.7% 4,181 $2.0M
Russell Investments Group, Ltd. 0.00% Add +23.6% 4,174 $2.0M
S.A. Mason LLC 0.86% No change 4,144 $1.9M
PFG Investments, LLC 0.10% Add +5.8% 4,123 $1.9M
Burns J W & Co. Inc. 0.22% Reduce -2.7% 4,121 $1.9M
HTG Investment Advisors, Inc. 0.65% Add +0.6% 4,110 $1.9M
KCM Investment Advisors LLC 0.06% Add +0.5% 4,104 $1.9M
Heritage Financial Services, LLC 0.17% Add +8.1% 4,098 $1.9M
MWA Asset Management 1.06% Reduce -2.0% 4,093 $1.9M
Norris Perne & French LLP 0.13% Reduce -22.2% 4,058 $1.9M
National Bank of Canada 0.00% Reduce -89.7% 4,052 $1.9M
Pinebridge Investments, L.P. 0.01% Add +377.8% 4,052 $1.9M
Engineers Gate Manager LP 0.02% New 4,043 $1.9M
Manchester Capital Management LLC 0.26% Reduce -1.1% 4,026 $1.9M
BOK Financial Private Wealth, Inc. 0.12% Reduce -10.6% 4,020 $1.9M
BSW Wealth Partners 0.23% No change 4,019 $1.9M
Jacobi Capital Management LLC 0.11% Add +0.0% 4,019 $1.9M
Kanawha Capital Management LLC 0.13% Reduce -1.0% 4,017 $1.9M
Elevation Point Wealth Partners, LLC 0.13% Reduce -26.4% 4,010 $1.9M
Geneos Wealth Management Inc. 0.05% Add +3.1% 4,000 $1.9M
Gallacher Capital Management LLC 0.74% Reduce -0.0% 3,999 $1.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.47% Reduce -0.0% 3,982 $1.9M
Intelligence Driven Advisers, LLC 0.26% Reduce -4.3% 3,952 $1.9M
Wealthspire Retirement, LLC 0.12% Add +1.3% 3,946 $1.8M
Brooklyn Investment Group 0.25% Add +1.8% 4,360 $1.8M
Donaldson Capital Management, LLC 0.06% No change 3,920 $1.8M
Essex Bank 0.41% Add +3.3% 3,916 $1.8M
Peck Wealth Management, LLC 1.75% — 3,915 $1.8M
17 Capital Partners, LLC 1.00% Add +5.0% 3,911 $1.8M
First Hawaiian Bank 0.23% No change 3,887 $1.8M
Family Manage LLC 0.25% Add +65.3% 3,867 $1.8M
Highline Wealth Partners LLC 0.49% Reduce -3.3% 3,859 $1.8M
Planning Alternatives Ltd. 0.23% No change 3,855 $1.8M
Advisory Resource Group 0.32% Add +17.4% 3,844 $1.8M
Partners in Financial Planning 0.31% Add +0.0% 3,841 $1.8M
Sheets Smith Wealth Management 0.20% Reduce -0.3% 3,833 $1.8M
SP Asset Management LLC 0.14% No change 3,828 $1.8M
Pin Oak Investment Advisors Inc. 1.27% Add +0.1% 3,803 $1.8M
CFS Investment Advisory Services, LLC 0.13% Add +0.0% 3,730 $1.8M
Edgestream Partners, L.P. 0.05% Add +68.9% 3,798 $1.8M
CWA Asset Management Group, LLC 0.07% Reduce -3.8% 3,787 $1.8M
Ewa, LLC 0.49% Reduce -0.8% 3,775 $1.8M
Atalanta Sosnoff Capital, LLC 0.03% Reduce -34.5% 3,775 $1.8M
BlueChip Wealth Advisors LLC 0.75% Reduce -1.3% 3,752 $1.8M
Colony Family Offices, LLC 0.45% Reduce -50.0% 3,745 $1.8M
Jupiter Wealth Management LLC 0.83% No change 3,735 $1.7M
Brio Consultants, LLC 0.24% Reduce -3.8% 3,732 $1.7M
Private Wealth Asset Management, LLC 0.21% Reduce -0.4% 3,723 $1.7M
Amplius Wealth Advisors, LLC 0.15% Reduce -71.8% 3,718 $1.7M
Simplex Trading, LLC 0.04% Reduce -21.9% 3,716 $1.7M
Fortis Capital Advisors, LLC 0.27% Reduce -0.9% 3,692 $1.7M
Watershed Private Wealth LLC 0.55% Reduce -0.7% 3,691 $1.7M
BHK Investment Advisors, LLC 0.65% No change 3,686 $1.7M
Titleist Asset Management, LLC 0.15% Reduce -5.5% 3,686 $1.7M
Benchmark Financial Wealth Advisors, LLC 0.52% Reduce -0.2% 3,682 $1.7M
Forum Private Client Group LLC 0.61% Reduce -0.5% 3,671 $1.7M
Financial Management Network Inc. 0.28% Reduce -1.4% 3,636 $1.7M
ORG Partners LLC 0.32% Add +71.9% 3,607 $1.7M
Selective Wealth Management, Inc. 0.55% Add +0.5% 3,644 $1.7M
Renasant Bank 1.08% Reduce -10.8% 3,648 $1.7M
Laurel Wealth Advisors LLC 0.24% Reduce -9.2% 3,645 $1.7M
4Thought Financial Group Inc. 0.86% Reduce -4.8% 3,641 $1.7M
Encompass Wealth Advisors, LLC 0.58% No change 3,633 $1.7M
Asset Management Group, Inc. 0.28% Reduce -0.6% 3,630 $1.7M
Zhang Financial LLC 0.07% Add +27.6% 3,619 $1.7M
Rockwood Wealth Management, LLC 0.14% Reduce -0.3% 3,610 $1.7M
Jaffetilchin Investment Partners, LLC 0.10% Add +0.1% 3,609 $1.7M
Carret Asset Management, LLC 0.16% No change 3,601 $1.7M
Archford Capital Strategies, LLC 0.20% Reduce -0.3% 3,600 $1.7M
Renaissance Technologies 0.00% Add +111.8% 3,600 $1.7M
Sfmg, LLC 0.12% Add +163.1% 3,583 $1.7M
American Investment Services, Inc. 0.40% Reduce -2.6% 3,578 $1.7M
AAF Wealth Management, LLC 0.76% Add +0.0% 3,570 $1.7M
Eldridge Investment Advisors, Inc. 0.38% Reduce -70.0% 3,569 $1.7M
GAMCO Investors 0.02% Reduce -0.3% 3,560 $1.7M
Greenwood Gearhart LLC 0.10% Reduce -0.6% 3,553 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -2.2% 3,550 $1.7M
RFP Financial Group LLC 0.68% Add +17.8% 4,135 $1.7M
EverSource Wealth Advisors, LLC 0.07% Add +26.3% 3,522 $1.6M
Harvest Investment Services, LLC 0.33% Add +3.6% 3,520 $1.6M
TBH Global Asset Management, LLC 0.32% New 3,519 $1.6M
Pallas Capital Advisors LLC 0.06% No change 3,516 $1.6M
Benjamin Edwards Inc. 0.02% Add +70.6% 3,481 $1.6M
Pursue Wealth Partners LLC 0.89% Add +1.6% 3,477 $1.6M
Wealthedge Investment Advisors, LLC 0.62% Reduce -0.9% 3,472 $1.6M
Regimen Wealth, LLC 0.48% Add +0.1% 3,466 $1.6M
Trivium Point Advisory, LLC 0.16% Add +0.3% 3,448 $1.6M
Falcon Wealth Planning 0.14% Reduce -3.9% 3,438 $1.6M
Thrive Wealth Management, LLC 0.24% Add +26.3% 3,435 $1.6M
Golden Road Advisors LLC 0.93% Reduce -0.4% 3,433 $1.6M
Riverpoint Wealth Management Holdings, LLC 0.35% Add +0.1% 3,431 $1.6M
Walkner Condon Financial Advisors LLC 0.25% Reduce -1.8% 3,422 $1.6M
Ballast Advisors LLC 0.44% Reduce -2.9% 3,418 $1.6M
Sunbelt Securities, Inc. 0.11% Add +50.2% 3,416 $1.6M
SageView Advisory Group, LLC 0.06% Add +8.4% 3,410 $1.6M
Financial Perspectives, Inc 0.44% Add +1.4% 3,390 $1.6M
Sharp Wealth Advisory, LLC 0.86% Reduce -0.7% 3,379 $1.6M
WealthPLAN Partners, LLC 0.24% Reduce -0.9% 3,379 $1.6M
Aspen Grove Capital, LLC 0.27% Add +40.6% 3,375 $1.6M
Aspen Wealth Management LLC 0.35% Add +0.1% 3,367 $1.6M
Alamar Capital Management, LLC 0.83% Add +3.6% 3,364 $1.6M
Townsend Asset Management Corp. /NC/ 0.56% Reduce -10.8% 3,360 $1.6M
Parisi Gray Wealth Management 0.41% Reduce -0.4% 3,358 $1.6M
Davidson Trust Co. 0.65% Reduce -2.2% 3,356 $1.6M
United Bank 0.19% No change 3,349 $1.6M
Stratos Investment Management, LLC 0.06% Add +0.1% 3,343 $1.6M
Pacific Capital Wealth Advisors, Inc. 0.27% No change 3,342 $1.6M
Berbice Capital Management LLC 0.96% No change 3,329 $1.6M
American Financial & Tax Strategies Inc. 0.78% Reduce -5.1% 3,321 $1.6M
Lyell Wealth Management, LP 0.12% No change 3,320 $1.6M
Washington Trust Advisors, Inc. 0.12% Reduce -0.8% 3,307 $1.5M
Schnieders Capital Management, Llc. 0.25% — 3,304 $1.5M
Ritholtz Wealth Management 0.03% Reduce -3.0% 3,301 $1.5M
Bailard, Inc. 0.03% No change 3,299 $1.5M
Bluespring Wealth Management, LLC 0.13% Add +1.2% 3,295 $1.5M
Forefront Wealth Partners, LLC 0.39% Reduce -37.6% 3,289 $1.5M
TD Waterhouse Canada Inc. 0.01% Add +2.1% 3,268 $1.5M
Appleton Partners Inc. 0.10% Add +5.1% 3,273 $1.5M
Chapin Davis, Inc. 0.37% Reduce -1.2% 3,233 $1.5M
Keebeck Wealth Management 0.18% Reduce -0.6% 3,215 $1.5M
Portland Global Advisors LLC 0.17% No change 3,215 $1.5M
Keystone Wealth Services, LLC 0.33% Reduce -0.1% 3,207 $1.5M
Boyum Wealth Architects LLC 0.92% Reduce -17.0% 3,197 $1.5M
Kera Capital Partners, Inc. 0.22% No change 3,187 $1.5M
Ellevest, Inc. 0.21% Add +18.2% 3,179 $1.5M
Pacific Financial Group Inc. 1.10% Add +0.0% 3,173 $1.5M
Diversified Enterprises, LLC 0.10% Reduce -0.6% 3,166 $1.5M
Proactive Wealth Strategies LLC 0.64% Reduce -1.0% 3,165 $1.5M
Mattern Capital Management, LLC 0.17% No change 3,160 $1.5M
First Commonwealth Financial Corp 0.25% Add +7.2% 3,148 $1.5M
Gateway Wealth Partners, LLC 0.20% Add +52.1% 3,143 $1.5M
Westmount Partners, LLC 0.38% Reduce -0.2% 3,124 $1.5M
Seneca Financial Advisors LLC 0.48% Add +0.1% 3,142 $1.5M
Riverview Capital Advisers, LLC 0.42% Reduce -1.9% 3,134 $1.5M
Founders Financial Securities LLC 0.10% Reduce -5.7% 3,130 $1.5M
Farmers National Bank 0.35% Add +1.9% 3,129 $1.5M
Verus Wealth Management, LLC 1.36% No change 3,122 $1.5M
Coastal Bridge Advisors, LLC 0.11% Reduce -1.5% 3,121 $1.5M
Stegner Investment Associates Inc. 0.80% Reduce -1.5% 3,118 $1.5M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -0.6% 3,116 $1.5M
J. Safra Sarasin Holding AG 0.02% No change 3,127 $1.5M
M. Kulyk & Associates, LLC 0.30% Reduce -0.9% 3,115 $1.5M
GW Henssler & Associates Ltd. 0.07% Reduce -2.4% 3,113 $1.5M
HHM Wealth Advisors, LLC 0.17% No change 3,105 $1.5M
Columbia Bank 0.40% Reduce -2.5% 3,091 $1.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +0.2% 3,080 $1.4M
Arista Wealth Management, LLC 0.18% No change 3,076 $1.4M
Financial Partners Group, Inc 0.18% Reduce -2.1% 3,064 $1.4M
Tortoise Investment Management, LLC 0.13% Add +3.9% 3,043 $1.4M
Silicon Valley Capital Partners 0.13% Add +0.1% 3,032 $1.4M
NWK Group, Inc. 0.48% Add +1.6% 3,022 $1.4M
Code Waechter LLC 0.92% No change 3,040 $1.4M
Cordgrass Capital Advisors, LLC 0.35% No change 3,018 $1.4M
Wealthstar Advisors, LLC 0.56% Reduce -0.6% 3,016 $1.4M
LS Investment Advisors, LLC 0.20% No change 3,016 $1.4M
Ballew Advisors, Inc 0.79% Reduce -0.3% 3,033 $1.4M
Woodmont Investment Counsel LLC 0.09% Reduce -1.3% 3,004 $1.4M
HFG Advisors, Inc. 1.04% No change 3,001 $1.4M
Chicago Capital, LLC 0.03% No change 3,001 $1.4M
WestHill Financial Advisors, Inc. 0.28% Reduce -0.1% 3,000 $1.4M
Manhattan West Asset Management, LLC 0.30% Reduce -3.9% 2,998 $1.4M
Stanich Group LLC 0.86% No change 2,992 $1.4M
Greatmark Investment Partners, Inc. 0.17% No change 2,988 $1.4M
Galvin, Gaustad & Stein, LLC 0.12% Add +7.2% 2,987 $1.4M
Fairvoy Private Wealth, LLC 0.32% No change 2,979 $1.4M
Atala Financial Inc 0.87% Reduce -0.4% 2,975 $1.4M
FWL Investment Management, LLC 0.36% Reduce -11.2% 2,975 $1.4M
Sustainable Growth Advisers, LP 0.01% Reduce -82.8% 2,974 $1.4M
LM Advisors LLC 0.20% Add +29.4% 2,969 $1.4M
Retirement Planning Group, LLC 0.05% Add +11.6% 2,950 $1.4M
First Manhattan Co. Llc. 0.00% Add +49.0% 2,936 $1.4M
Chilton Capital Management LLC 0.05% Reduce -4.7% 2,930 $1.4M
Addison Advisors LLC 0.32% Add +1.7% 2,924 $1.4M
Heartwood Wealth Advisors LLC 0.13% No change 2,916 $1.4M
Coastline Trust Co 0.15% Add +0.1% 2,914 $1.4M
Ascentis Independent Advisors 0.23% Add +0.9% 2,897 $1.4M
TFR Capital, LLC. 0.45% Add +0.3% 2,895 $1.4M
Geneva Partners, LLC 0.50% Reduce -0.7% 2,894 $1.4M
Maxele Advisors, LLC 1.17% Reduce -0.2% 2,892 $1.4M
Destination Wealth Management 0.04% Reduce -0.9% 2,889 $1.4M
Quadrant Capital Group LLC 0.04% No change 2,888 $1.4M
Berkeley Capital Partners, LLC 0.32% Reduce -10.8% 2,880 $1.3M
NorthCrest Asset Manangement, LLC 0.03% No change 2,867 $1.3M
Steph & Co. 0.41% No change 2,861 $1.3M
Goldstein Advisors, LLC 0.16% Reduce -0.1% 2,856 $1.3M
Hurley Capital, LLC 0.75% No change 2,853 $1.3M
MassMutual Private Wealth & Trust, FSB 0.03% Add +5.7% 2,849 $1.3M
High Falls Advisors, Inc 0.27% Add +2.8% 2,830 $1.3M
Rollins Financial Advisors, LLC 0.20% No change 2,830 $1.3M
Realta Investment Advisors 0.44% Reduce -10.1% 2,823 $1.3M
Capital Investment Counsel, LLC 0.19% Add +71.7% 2,821 $1.3M
Rockbridge Investment Management, LCC 0.13% Reduce -12.3% 2,819 $1.3M
TAGStone Capital, Inc. 0.52% Add +0.1% 2,815 $1.3M
Baker Boyer National Bank 0.44% No change 2,810 $1.3M
Anderson Hoagland & Co. 0.12% Reduce -2.6% 2,809 $1.3M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -3.0% 2,808 $1.3M
Interchange Capital Partners, LLC 0.26% Reduce -1.9% 2,805 $1.3M
Pine Valley Investments Ltd Liability Co 0.07% Add +65.8% 2,803 $1.3M
Crumly & Associates Inc. 0.29% Reduce -7.3% 2,786 $1.3M
Smith Salley Wealth Management 0.07% Reduce -0.2% 2,782 $1.3M
First City Capital Management, Inc. 0.70% No change 2,779 $1.3M
Clear Creek Financial Management, LLC 0.11% Reduce -4.6% 2,776 $1.3M
Nova R Wealth, Inc. 0.55% Reduce -2.7% 2,770 $1.3M
Alteri Wealth LLC 0.45% Reduce -16.4% 2,768 $1.3M
Golden State Wealth Management, LLC 0.14% Reduce -2.1% 2,764 $1.3M
Argus Investors' Counsel, Inc. 1.03% Reduce -1.6% 2,761 $1.3M
Flagship Private Wealth, LLC 0.52% Add +0.8% 2,747 $1.3M
Invested Advisors 1.87% — 3,174 $1.3M
Sprinkle Financial Consultants LLC 0.72% Add +0.1% 2,737 $1.3M
Orgel Wealth Management, LLC 0.03% Reduce -14.8% 2,728 $1.3M
Tull Financial Group, Inc. 0.56% No change 2,723 $1.3M
Barnes Pettey Financial Advisors, LLC 0.70% Add +1.0% 2,722 $1.3M
ZWJ Investment Counsel Inc. 0.04% Add +197.2% 2,713 $1.3M
Petredis Investment Advisors LLC 0.10% Add +3.0% 2,703 $1.3M
Cozad Asset Management Inc. 0.10% Reduce -0.4% 2,699 $1.3M
Waterfront Wealth Inc. 0.26% Reduce -6.3% 2,698 $1.3M
Hemington Wealth Management 0.16% Add +1.4% 2,677 $1.3M
Harbor Asset Planning, Inc. 1.12% Add +0.1% 2,673 $1.3M
Per Stirling Capital Management, LLC. 0.15% Reduce -4.8% 2,640 $1.2M
Insight Advisors, LLC/ PA 0.19% Reduce -2.5% 2,638 $1.2M
Spinnaker Trust 0.07% No change 2,636 $1.2M
Park Edge Advisors, LLC 0.28% Add +0.1% 2,632 $1.2M
Sand Hill Global Advisors, LLC 0.04% No change 2,630 $1.2M
Bank of New Hampshire 0.28% No change 2,629 $1.2M
Wedmont Private Capital 0.05% No change 2,618 $1.2M
Marino, Stram & Associates LLC 0.22% Add +24.1% 2,626 $1.2M
TCI Wealth Advisors, Inc. 0.07% Add +37.0% 2,613 $1.2M
Farmers & Merchants Investments Inc. 0.03% No change 2,609 $1.2M
TFC Financial Management, Inc. 0.16% Add +5.4% 2,608 $1.2M
First Bank & Trust 0.20% Reduce -1.1% 2,594 $1.2M
Smithfield Trust Co 0.05% No change 2,594 $1.2M
Theory Financial LLC 0.43% No change 2,567 $1.2M
Apollon Financial, LLC 0.20% Add +4.9% 2,589 $1.2M
Operose Advisors LLC 0.30% Add +5.6% 2,586 $1.2M
Sincerus Advisory, LLC 1.04% Add +11.3% 2,585 $1.2M
Fortis Group Advisors, LLC 0.21% No change 2,577 $1.2M
Capital City Trust Co. 0.30% Reduce -7.7% 2,576 $1.2M
Everett Harris & Co. 0.01% No change 2,573 $1.2M
Strategic Financial Services, Inc. 0.06% Reduce -11.9% 2,568 $1.2M
Two Sigma Securities, LLC 0.18% Reduce -66.0% 2,566 $1.2M
Empowered Funds, LLC 0.01% New 2,550 $1.2M
St. Clair Advisors, LLC 0.32% Add +0.1% 2,538 $1.2M
Arbor Capital Management Inc. 0.95% Add +5.5% 2,512 $1.2M
Tennessee Valley Asset Management Partners 0.16% Add +13.1% 2,526 $1.2M
Pandora Wealth, Inc. 0.71% No change 2,515 $1.2M
Topsail Wealth Management, LLC 0.20% No change 2,486 $1.2M
Prosperity Wealth Management, Inc. 0.40% Add +1.0% 2,485 $1.2M
MA Private Wealth 0.20% No change 2,485 $1.2M
CoreCap Advisors, LLC 0.04% Add +17.1% 2,481 $1.2M
Signal Advisors Wealth, LLC 0.10% Add +80.7% 2,464 $1.2M
Aventura Private Wealth, LLC 0.42% No change 2,444 $1.1M
Capital Advisors Inc. 0.02% Add +11.4% 2,441 $1.1M
Madison Asset Management, LLC 0.01% No change 2,440 $1.1M
Presidio Capital Management, LLC 0.40% Add +8.5% 2,432 $1.1M
BIP Wealth, LLC 0.06% Add +27.3% 2,431 $1.1M
Lion Street Advisors, LLC 0.39% Add +541.5% 3,804 $1.1M
Ledyard National Bank 0.10% Add +8.3% 2,400 $1.1M
One Day In July LLC 0.10% Add +4.7% 2,398 $1.1M
WNY Asset Management, LLC 0.11% Add +0.0% 2,395 $1.1M
Castleview Partners, LLC 0.61% Add +0.3% 2,385 $1.1M
Csenge Advisory Group 0.05% Add +33.2% 2,383 $1.1M
Presilium Private Wealth, LLC 0.21% No change 2,380 $1.1M
Magnolia Private Wealth, LLC 0.82% No change 2,373 $1.1M
Kelman-Lazarov, Inc. 0.16% Reduce -2.8% 2,367 $1.1M
Signature Wealth Management Partners, LLC 0.58% Add +1.8% 2,364 $1.1M
Verus Financial Partners, Inc. 0.11% No change 2,362 $1.1M
Beacon Capital Management, LLC 0.16% Reduce -0.2% 2,347 $1.1M
Compton Wealth Advisory Group, LLC 0.25% No change 2,347 $1.1M
PBMares Wealth Management LLC 0.18% No change 2,342 $1.1M
GPS Wealth Strategies Group, LLC 0.12% Reduce -3.5% 2,334 $1.1M
LongView Wealth Management 0.30% Add +89.5% 2,333 $1.1M
SFG Wealth Management, LLC. 0.47% Reduce -1.2% 2,332 $1.1M
Rice Partnership, LLC 0.15% Add +60.6% 2,329 $1.1M
Kavar Capital Partners Group, LLC 0.15% Reduce -1.1% 2,328 $1.1M
TruNorth Capital Management, LLC 0.22% No change 2,327 $1.1M
Axis Wealth Partners, LLC 0.64% Reduce -0.1% 2,318 $1.1M
Muirfield Wealth Advisors LLC 0.80% Add +16.5% 2,308 $1.1M
Eight 31 Financial, LLC 0.61% No change 2,308 $1.1M
Parr McKnight Wealth Management Group, LLC 0.14% Add +28.6% 2,308 $1.1M
First Financial Corp. 0.42% Reduce -0.9% 2,304 $1.1M
Reston Wealth Management LLC 0.35% Add +0.1% 2,295 $1.1M
Mosaic Financial Group, LLC 0.76% Add +0.0% 2,288 $1.1M
Kathmere Capital Management, LLC 0.08% No change 2,288 $1.1M
Hamilton Point Investment Advisors, LLC 0.17% No change 2,284 $1.1M
FourThought Financial Partners, LLC 0.09% Add +119.7% 2,278 $1.1M
Prosperity Planning, Inc. 0.40% Reduce -1.4% 2,270 $1.1M
Single Point Partners, LLC 0.22% Reduce -5.4% 2,264 $1.1M
Capital Investment Advisory Services, LLC 0.08% Add +7.1% 2,257 $1.1M
Elevatus Welath Management 0.30% Add +0.1% 2,251 $1.1M
PFG Private Wealth Management, LLC 0.47% New 2,248 $1.1M
Integrity Wealth Solutions LLC 0.47% Add +0.1% 2,248 $1.1M
Wealth Architects, LLC 0.10% Reduce -2.0% 2,246 $1.1M
West Paces Advisors Inc. 0.21% Reduce -1.5% 2,240 $1.0M
Texas Yale Capital Corp. 0.03% Add +1.4% 2,238 $1.0M
Principle Wealth Partners LLC 0.06% No change 2,234 $1.0M
Full Sail Capital, LLC 0.06% No change 2,232 $1.0M
Oak Wealth Advisors LLC 0.61% No change 2,224 $1.0M
Larson Financial Group LLC 0.04% Reduce -0.8% 2,221 $1.0M
Orrstown Financial Services Inc. 0.18% Reduce -19.4% 2,219 $1.0M
Lee Financial Co 0.13% No change 2,219 $1.0M
Weaver Consulting Group 0.26% Add +0.5% 2,218 $1.0M
Sightline Wealth Advisors, LLC 0.47% Reduce -0.2% 2,214 $1.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.19% Reduce -0.5% 2,208 $1.0M
Private Wealth Advisors, LLC 0.39% No change 2,202 $1.0M
Anson Capital, Inc. 0.77% No change 2,200 $1.0M
Nicholas Hoffman & Company, LLC. 0.02% No change 2,196 $1.0M
Tyche Wealth Partners LLC 0.18% Add +30.3% 2,191 $1.0M
YANKCOM Partnership 0.46% No change 2,182 $1.0M
Ascentis Wealth Management, LLC 0.24% Add +382.7% 2,182 $1.0M
Money Concepts Capital Corp. 0.06% Add +20.6% 2,182 $1.0M
Klingman & Associates, LLC 0.05% Reduce -21.3% 2,181 $1.0M
GEM Asset Management, LLC 0.48% No change 2,167 $1.0M
Atwood & Palmer Inc. 0.06% No change 2,175 $1.0M
Towne Trust Company, N.A 0.33% Add +2.8% 2,172 $1.0M
Stockman Wealth Management, Inc. 0.13% No change 2,171 $1.0M
Strathmore Capital Advisors, Inc. 0.42% Reduce -0.4% 2,170 $1.0M
Trust Co. of Vermont 0.04% No change 2,170 $1.0M
Armstrong, Fleming & Moore, Inc 0.48% Add +2.0% 2,167 $1.0M
SpringVest Wealth Management LLC 0.75% Add +0.1% 2,165 $1.0M
CBIZ Investment Advisory Services, LLC 0.04% Reduce -8.5% 2,162 $1.0M
Mascagni Wealth Management, Inc. 0.78% No change 2,159 $1.0M
Ibex Wealth Advisors 0.10% Add +0.8% 2,153 $1.0M
Citizens & Northern Corp. 0.25% No change 2,136 $1.0M
Parsons Capital Management Inc. 0.06% No change 2,131 $998K
Tritonpoint Wealth, LLC 0.09% Reduce -11.8% 2,130 $998K
Harfst & Associates, Inc. 0.18% No change 2,119 $993K
YHB Investment Advisors, Inc. 0.07% Add +5.0% 2,117 $992K
Gitterman Wealth Management, LLC 0.23% No change 2,111 $989K
JT Stratford LLC 0.13% Add +59.5% 2,108 $987K
Baring Financial LLC 0.67% Add +17.3% 2,107 $987K
Burney Co./ 0.03% Reduce -2.4% 2,107 $987K
Country Trust Bank 0.02% No change 2,103 $985K
Curran Financial Partners, LLC 0.19% Reduce -0.1% 2,101 $984K
KilterHowling LLC 0.54% Add +0.1% 2,089 $979K
Symphony Financial, Ltd. Co. 0.12% Reduce -0.4% 2,096 $976K
Foster Group, Inc. 0.03% Reduce -0.9% 2,083 $976K
HBW Advisory Services LLC 0.11% Reduce -30.6% 2,076 $973K
Bank of Hawaii 0.05% Reduce -16.2% 2,076 $972K
Facet Wealth, Inc. 0.02% Add +22.2% 2,074 $971K
Fortitude Financial, LLC 0.80% Reduce -9.4% 2,073 $971K
Jamison Private Wealth Management, Inc. 0.12% Reduce -1.3% 2,055 $963K
Advisory Alpha, LLC 0.03% No change 2,038 $962K
Victory Financial Group, LLC 0.13% Reduce -2.0% 2,050 $960K
Kaydan Wealth Management, Inc. 0.27% No change 2,048 $959K
Debussy Capital Management LP 0.14% Add +0.1% 2,046 $958K
Thoroughbred Financial Services, LLC 0.06% Add +22.2% 2,045 $958K
Beese Fulmer Investment Management, Inc. 0.07% Reduce -1.3% 2,044 $958K
LBMC Investment Advisors, LLC 0.06% No change 2,038 $955K
Hubbell Strickland Wealth Management, LLC 0.39% Add +0.1% 2,037 $954K
Pps&v Asset Management Consultants, Inc. 0.55% No change 2,036 $954K
S.E.E.D. Planning Group LLC 0.28% Add +11.8% 2,036 $954K
Demars Financial Group, LLC 0.33% Reduce -2.9% 2,033 $952K
PUREfi Wealth, LLC 0.73% No change 2,027 $949K
William Howard & Co Financial Advisors Inc 0.81% Add +0.1% 2,020 $946K
JTC Employer Solutions Trustee Ltd 0.08% No change 2,016 $945K
TRUE Private Wealth Advisors 0.10% No change 2,015 $944K
Pennington Partners & Co., LLC 0.45% No change 2,013 $943K
Fortitude Family Office, LLC 0.25% Add +116.9% 2,004 $939K
Rosenblum Silverman Sutton S F Inc. 0.21% Reduce -0.3% 2,002 $938K
Sovereign Financial Group, Inc. 0.18% No change 2,001 $937K
Navis Wealth Advisors, LLC 0.70% No change 2,000 $937K
Sage Rhino Capital LLC 0.18% No change 2,000 $937K
Parker Financial LLC 0.38% Reduce -2.3% 1,999 $936K
Calton & Associates, Inc. 0.14% Add +10.2% 1,997 $935K
North Star Investment Management Corp. 0.06% No change 1,992 $933K
McIlrath & Eck, LLC 0.10% No change 1,989 $932K
Core Wealth Advisors, Inc. 0.24% New 1,980 $927K
Norden Group LLC 0.09% Reduce -19.7% 1,976 $926K
EdgeRock Capital LLC 0.26% Add +0.9% 1,969 $922K
MMBG Investment Advisors Co. 0.08% No change 1,969 $922K
Anchor Investment Management, LLC 0.08% No change 1,965 $920K
EnRich Financial Partners LLC 0.26% No change 1,965 $920K
Motco 0.08% Add +50.4% 1,964 $920K
Ring Mountain Capital, LLC 0.51% Reduce -0.3% 1,955 $916K
Accel Wealth Management 0.27% Add +290.2% 1,955 $916K
Jim Saulnier & Associates, LLC 0.51% Add +170.3% 1,946 $911K
Balboa Wealth Partners 0.16% Add +91.6% 1,945 $911K
Heritage Investors Management Corp. 0.03% Reduce -3.6% 1,944 $911K
Lodestar Private Asset Management LLC 0.10% Add +2.7% 1,942 $910K
Blue Barn Wealth, LLC 0.40% Reduce -5.5% 1,939 $908K
Henrickson Nauta Wealth Advisors, Inc. 0.29% No change 1,935 $906K
Allred Capital Management, LLC 0.32% No change 1,932 $905K
Strategies Wealth Advisors, LLC 0.09% Reduce -47.4% 1,931 $905K
Nabity-Jensen Investment Management Inc 0.63% No change 1,931 $905K
Gibson Capital, LLC 0.17% No change 1,930 $904K
Wealthgarden F.S. LLC 0.64% No change 1,910 $903K
Aufman Associates Inc 0.51% No change 1,927 $903K
Lam Group, Inc. 0.56% No change 1,925 $902K
Hansen & Associates Financial Group, Inc. 0.38% New 1,873 $901K
King Wealth Management Group 0.11% No change 1,922 $900K
Chevy Chase Trust Holdings, LLC 0.00% Add +9.7% 1,921 $900K
Weatherly Asset Management L. P. 0.07% No change 1,915 $897K
Traphagen Investment Advisors LLC 0.08% No change 1,908 $894K
Integrity Alliance, Llc. 0.04% Add +6.8% 1,900 $890K
Pension & Wealth Management Advisors, Inc. 0.28% No change 1,899 $890K
Trust Co. of Toledo NA 0.09% No change 1,895 $888K
Patten & Patten Inc. 0.05% No change 1,895 $888K
Little House Capital LLC 0.20% Add +4.0% 1,894 $887K
Sandy Cove Advisors, LLC 0.28% No change 1,893 $887K
Pacific Point Advisors, LLC 0.52% No change 1,893 $887K
Magnolia Capital Advisors LLC 0.23% Add +1.0% 1,892 $886K
Bragg Financial Advisors, Inc 0.03% Reduce -0.6% 1,892 $886K
St Germain D J Co. Inc. 0.04% Add +0.8% 1,883 $882K
Headland Capital, LLC 0.25% Add +55.7% 1,879 $880K
Providence First Trust Co 0.30% Add +0.1% 1,878 $880K
Telos Capital Management, Inc. 0.08% Reduce -2.8% 1,870 $876K
Hanover Advisors Inc. 0.34% No change 1,869 $875K
Cassia Capital Partners, LLC 0.48% Reduce -5.7% 1,868 $875K
Lionshead Wealth Management, LLC 0.69% Reduce -0.4% 1,863 $873K
Higgins & Schmidt Wealth Strategies LLC 0.44% Reduce -0.6% 1,863 $873K
CFO4Life Group, LLC 0.13% Add +0.1% 1,862 $872K
Brogan Financial, Inc. 0.37% Add +0.1% 1,858 $871K
Hazlett, Burt & Watson, Inc. 0.31% Reduce -4.2% 1,857 $870K
Clearstead Trust, LLC 0.15% Add +69.8% 1,856 $869K
Blue Chip Partners, LLC 0.06% Reduce -7.1% 1,850 $867K
Payne Capital LLC 0.88% — 1,850 $867K
Persium Advisors, LLC 0.65% No change 1,846 $865K
Oxler Private Wealth LLC 0.25% Add +0.1% 1,844 $864K
Signature Estate & Investment Advisors LLC 0.02% Add +0.1% 1,843 $863K
Sage Private Wealth Group, LLC 0.48% Add +13.0% 1,837 $860K
Alpine Bank Wealth Management 0.12% No change 1,836 $860K
Greenhouse Wealth Management, LLC 0.52% Reduce -0.2% 1,833 $859K
Gray Private Wealth, LLC 0.43% Reduce -6.1% 1,830 $857K
Acima Private Wealth, LLC 0.27% No change 1,829 $857K
Benedict Financial Advisors Inc. 0.18% Reduce -0.3% 1,818 $852K
Sunpointe, LLC 0.31% No change 1,817 $851K
Stonehearth Capital Management, LLC 0.33% No change 1,812 $849K
Taylor & Morgan Wealth Management, LLC 0.52% No change 1,804 $845K
Cardinal Point Capital Management ULC 0.06% Add +29.7% 1,802 $844K
Capital Wealth Alliance, LLC 0.42% Reduce -16.6% 1,800 $843K
Asset Allocation Strategies LLC 0.17% Reduce -3.8% 1,799 $843K
Stanley-Laman Group, Ltd. 0.12% No change 1,797 $842K
Warner Financial, Inc. 0.31% Add +0.1% 1,793 $840K
JB Capital LLC 0.04% Add +7.5% 1,781 $834K
Legacy Capital Wealth Partners, LLC 0.18% Reduce -1.0% 1,778 $833K
Wealth Alliance, LLC 0.09% Add +216.4% 1,778 $833K
Cypress Financial Planning LLC 0.26% Reduce -1.2% 1,777 $832K
Promus Capital, LLC 0.53% No change 1,766 $827K
Mason Investment Advisory Services, Inc. 0.04% No change 1,766 $827K
Retirement Solution LLC 0.20% Reduce -0.5% 1,764 $826K
Bristlecone Advisors, LLC 0.07% No change 1,764 $826K
Reynders McVeigh Capital Management, LLC 0.04% No change 1,751 $820K
Alpha Cubed Investments, LLC 0.03% No change 1,747 $818K
DSG Capital Advisors, LLC 0.13% Reduce -84.3% 1,744 $817K
Beaird Harris Wealth Management, LLC 0.06% Add +0.9% 1,740 $815K
Family Investment Center, Inc. 0.17% Reduce -0.2% 1,737 $814K
First Trust Advisors LP 0.00% Reduce -11.5% 1,735 $813K
Pine Haven Investment Counsel, Inc 0.59% New 1,735 $813K
PKS Advisory Services, LLC 0.19% Add +7.4% 1,734 $812K
Burton Enright Welch 0.12% No change 1,733 $812K
Lauterbach Financial Advisors, LLC 0.41% No change 1,728 $809K
Kingstone Capital Partners Texas, LLC 0.47% Add +0.1% 1,724 $808K
NWF Advisory Services Inc. 0.09% No change 1,725 $808K
Bridgewater Advisors Inc. 0.06% Reduce -3.1% 1,708 $806K
Bell Bank 0.03% Add +1.2% 1,721 $806K
Barnett & Company, Inc. 0.62% Reduce -0.5% 1,720 $806K
Kirtland Hills Capital Management, LLC 0.32% No change 1,707 $800K
Milestone Asset Management Group, LLC 0.50% Add +0.1% 1,704 $798K
Cornell Pochily Investment Advisors, Inc. 0.24% No change 1,700 $797K
Camden National Bank 0.11% Reduce -10.4% 1,697 $795K
Vawter Financial, Ltd. 0.36% New 1,690 $792K
Journey Advisory Group, LLC 0.06% Add +3.7% 1,687 $790K
Goldstone Financial Group, LLC 0.09% Reduce -1.6% 1,685 $789K
Valley Wealth Managers, Inc. 0.05% Reduce -5.3% 1,685 $789K
waypoint wealth counsel 0.31% Reduce -2.9% 1,683 $789K
Parkshore Wealth Management, Inc. 0.32% Reduce -38.6% 1,681 $787K
Precision Wealth Strategies, LLC 0.25% No change 1,677 $786K
Builder Investment Group Inc. 0.18% No change 1,675 $785K
Commonwealth Retirement Investments LLC 0.27% No change 1,674 $784K
Sachem Hill LLC 0.16% No change 1,669 $782K
Financial Insights, Inc. 0.26% Add +2.5% 1,666 $780K
Peak Planning Group, LLC 0.41% No change 1,663 $779K
Matthew Goff Investment Advisor, LLC 0.13% No change 1,662 $778K
Cache Advisors, LLC 0.14% New 1,659 $777K
Power Wealth Management LLC 0.28% Reduce -34.5% 1,650 $773K
Joel Adams & Associates, Inc. 0.62% Add +1.9% 1,650 $773K
First American Trust, FSB 0.06% Add +24.3% 1,647 $772K
Pinion Investment Advisors, LLC 0.21% No change 1,613 $770K
Glen Eagle Advisors, LLC 0.11% Add +4.2% 1,638 $767K
Poehling Capital Management, INC. 0.16% No change 1,632 $764K
Orin Green Financial, LLC 0.31% No change 1,630 $764K
Obsidian Cio, LLC 0.10% Add +2.3% 1,626 $762K
Farmers & Merchants Trust Co of Chambersburg PA 0.21% No change 1,621 $759K
Moors & Cabot, Inc. 0.03% No change 1,615 $757K
GoalVest Advisory LLC 0.16% No change 1,613 $756K
Creative Financial Designs Inc. 0.05% Reduce -13.2% 1,612 $755K
Well Done, LLC 0.13% No change 1,612 $755K
Hudson Capital Management LLC 0.21% No change 1,605 $752K
Nilsine Partners, LLC 0.07% Add +206.5% 1,600 $750K
Mfa Wealth Advisors, LLC 0.16% Reduce -1.2% 1,600 $749K
First Command Advisory Services, Inc. 0.01% Add +54.4% 1,589 $744K
Clarity Wealth Advisors, LLC 0.16% Reduce -0.4% 1,589 $744K
Macroview Investment Management LLC 0.56% Add +0.1% 1,581 $740K
Impact Capital Partners LLC 0.22% Add +23.8% 1,579 $740K
Jacobsen Capital Management 0.25% Reduce -16.9% 1,574 $737K
Pettyjohn, Wood & White, Inc. 0.12% No change 1,573 $737K
Peachtree Investment Partners, LLC 0.26% Add +11.7% 1,572 $737K
New Millennium Group LLC 0.34% Add +6.5% 1,572 $736K
Uptick Partners, LLC 0.19% Reduce -1.0% 1,566 $733K
O'ROURKE & COMPANY, Inc 0.31% Reduce -7.2% 1,564 $733K
S&co Inc. 0.04% Reduce -2.5% 1,562 $731K
Mattern Wealth Management LLC 0.15% No change 1,557 $729K
Robinson Value Management, Ltd. 0.42% New 1,551 $727K
Compass Ion Advisors, LLC 0.07% No change 1,551 $727K
Twele Capital Management, Inc. 0.13% Reduce -0.3% 1,549 $726K
Generation Capital Management LLC 0.52% Add +37.4% 1,547 $725K
Altus Wealth Management, LLC 0.32% No change 1,543 $723K
LMCG Investments, LLC 0.04% No change 1,543 $723K
Hartford Financial Management Inc. 0.19% Add +0.1% 1,533 $718K
South Plains Financial, Inc. 0.45% No change 1,529 $716K
JFG Wealth Management, LLC 0.14% No change 1,527 $715K
Requisite Capital Management, LLC 0.12% No change 1,522 $713K
Macquarie Group Ltd. 0.00% Reduce -85.6% 1,519 $712K
Beverly Hills Private Wealth, LLC 0.13% Reduce -2.6% 1,520 $712K
Perkins Coie Trust Co 0.13% Add +147.2% 1,515 $710K
Catalyst Private Wealth, LLC 0.31% Reduce -1.4% 1,510 $707K
Ardent Capital Management, Inc. 0.30% No change 1,510 $707K
Francis Financial, Inc. 0.13% Reduce -12.9% 1,508 $706K
Dagco, Inc. 0.18% No change 1,507 $706K
Members Wealth LLC 0.45% — 1,498 $706K
Allium Financial Advisors, LLC 0.58% No change 1,504 $704K
North Berkeley Wealth Management, LLC 0.56% Reduce -7.3% 1,502 $704K
Dempze Nancy E 0.39% Reduce -6.3% 1,500 $703K
Global Trust Asset Management, LLC 0.32% Reduce -5.1% 1,496 $701K
Clark Asset Management, LLC 0.08% Add +47.9% 1,489 $698K
Juncture Wealth Strategies, LLC 0.23% Add +12.1% 1,479 $693K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Add +22.0% 1,479 $693K
360 Financial, Inc. 0.22% No change 1,478 $692K
Landmark Wealth Management, LLC 0.27% Reduce -0.1% 1,472 $690K
Cypress Wealth Services, LLC 0.11% Add +20.4% 1,470 $688K
Washington Trust Bank 0.05% Reduce -45.2% 1,466 $687K
HRC Wealth Management, LLC 0.33% Add +1.3% 1,459 $683K
PACK Private Wealth, LLC 0.32% No change 1,456 $682K
Valtrion Capital Management, LLC 0.73% Add +2.8% 1,455 $682K
AGH Wealth Advisors, LLC 0.50% No change 1,450 $679K
Charter Oak Capital Management, LLC 0.05% Reduce -0.6% 1,450 $679K
Invictus Private Wealth, LLC 0.04% Reduce -0.3% 1,450 $679K
American Money Management, LLC 0.11% Reduce -2.5% 1,444 $676K
Olde Wealth Management, LLC 0.21% — 1,403 $676K
Harbor Group, Inc. 0.11% Add +0.1% 1,438 $674K
BKM Wealth Management, LLC 0.25% Reduce -15.9% 1,435 $672K
Warren Street Wealth Advisors, LLC 0.20% No change 1,433 $671K
Ariadne Wealth Management, LP 0.30% Reduce -10.3% 1,425 $670K
World Equity Group, Inc. 0.15% Add +1.1% 1,428 $669K
Coppell Advisory Solutions LLC 0.07% Add +22.2% 1,433 $669K
Halbert Hargrove Global Advisors, LLC 0.03% No change 1,426 $668K
First Merchants Corp. 0.03% Reduce -12.3% 1,424 $667K
Royal Harbor Partners, LLC 0.23% No change 1,423 $667K
Kovack Advisors, Inc. 0.06% Reduce -1.1% 1,421 $666K
MCF Advisors LLC 0.04% Reduce -0.6% 1,420 $665K
Stone Summit Wealth LLC 0.19% Reduce -2.6% 1,420 $665K
Richardson Capital Management LLC 0.32% Reduce -5.5% 1,419 $665K
Shelton Capital Management 0.01% No change 1,419 $664K
New England Professional Planning Group Inc. 0.30% No change 1,417 $664K
Arcadia Investment Management Corp. 0.10% Add +173.0% 1,417 $664K
LGL Partners, LLC 0.28% Add +0.1% 1,415 $663K
Strategy Asset Managers LLC 0.12% No change 1,414 $662K
Ironwood Investment Counsel, LLC 0.10% Reduce -5.1% 1,410 $661K
Everstar Asset Management, LLC 0.37% No change 1,410 $660K
Heritage Investment Group, Inc. 0.11% Add +1.2% 1,406 $659K
Boston Family Office LLC 0.04% No change 1,403 $657K
Maridea Wealth Management LLC 0.10% Add +1.1% 1,384 $654K
Harel Insurance Investments & Financial Services Ltd. 0.01% New 1,400 $654K
ESL Trust Services, LLC 0.13% Add +3.2% 1,396 $654K
Brookmont Capital Management 0.36% Reduce -63.8% 1,394 $653K
Wealth Management Partners, LLC 0.21% Reduce -1.6% 1,392 $652K
TCFG Wealth Management, LLC 0.26% Add +0.5% 1,387 $652K
North Capital, Inc. 0.50% Reduce -0.1% 1,390 $651K
Financial Life Planners 0.44% Add +0.1% 1,388 $650K
Vantage Financial Partners, LLC 0.14% Reduce -1.3% 1,385 $649K
McNamara Financial Services, Inc. 0.12% Reduce -9.2% 1,379 $646K
Alliance Wealth Advisors, LLC 0.32% Reduce -1.6% 1,374 $644K
Sentinel Wealth Management, Inc. 0.56% No change 1,373 $643K
Daner Wealth Management, LLC 0.42% No change 1,375 $642K
Centaurus Financial, Inc. 0.03% Add +2.3% 1,369 $641K
Global Wealth Management Investment Advisory, Inc. 0.11% Add +3.4% 1,367 $640K
Gilbert & Cook, Inc. 0.08% No change 1,367 $640K
Arq Wealth Advisors, LLC 0.19% Add +11.9% 1,365 $639K
Legacy Private Trust Co. 0.04% No change 1,362 $638K
Webster Bank, N. A. 0.06% No change 1,358 $636K
Accurate Wealth Management, LLC 0.08% No change 1,366 $635K
Allen Mooney & Barnes Investment Advisors LLC 0.10% Add +0.1% 1,354 $634K
Kendall Capital Management 0.14% Reduce -1.1% 1,350 $632K
Bourgeon Capital Management LLC 0.12% No change 1,350 $632K
Strategic Wealth Partners, Ltd. 0.05% Reduce -9.9% 1,349 $632K
Reliant Wealth Planning 0.20% No change 1,347 $631K
Elwood & Goetz Wealth Advisory Group, LLC 0.12% No change 1,345 $630K
IAG Wealth Partners, LLC 0.08% Reduce -3.7% 1,344 $630K
Compass Wealth Management LLC 0.14% No change 1,340 $628K
49 Wealth Management, LLC 0.06% Add +14.0% 1,340 $627K
Point Windward Advisors Inc. 0.30% Reduce -9.2% 1,336 $626K
Astoria Portfolio Advisors LLC. 0.16% Reduce -15.4% 1,314 $624K
Rainier Family Wealth Inc. 0.56% No change 1,332 $624K
First National Bank of Omaha 0.04% Reduce -5.8% 1,330 $623K
Nomura Asset Management Co. Ltd. 0.00% No change 1,330 $623K
FSM Wealth Advisors, LLC 0.09% Reduce -2.3% 1,328 $622K
MontVue Capital Management, Inc. 0.42% No change 1,328 $622K
Eastern Bank 0.01% Reduce -1.6% 1,323 $620K
GWN Securities Inc. 0.14% Add +3.0% 1,315 $620K
Howard Wealth Management, LLC 0.28% Reduce -29.4% 1,321 $619K
Financial Guidance Group, Inc. 0.28% No change 1,320 $618K
Colonial Trust Advisors 0.05% Reduce -0.6% 1,318 $617K
Horizon Investment Services, LLC 0.23% Reduce -0.3% 1,315 $616K
Graves Light Lenhart Wealth, Inc. 0.07% Add +56.6% 1,312 $615K
Fermata Advisors, LLC 0.16% Reduce -82.0% 1,309 $613K
Mayflower Financial Advisors, LLC 0.08% Add +0.8% 1,307 $612K
JPL Wealth Management, LLC 0.15% No change 1,305 $611K
Millennium Capital Advisors, LLC 0.37% Add +8.5% 1,305 $611K
Cardinal Strategic Wealth Guidance 0.16% No change 1,304 $611K
Penobscot Investment Management Company, Inc. 0.05% No change 1,303 $610K
Collar Capital Management, LLC 0.43% No change 1,300 $609K
Stonebrook Private Inc. 0.13% No change 1,300 $609K
Millstone Evans Group, LLC 0.39% No change 1,299 $608K
Coordinated Financial Services, Inc. 0.39% Add +8.1% 1,291 $605K
Pillar Financial Advisors, LLC 0.38% No change 1,290 $604K
Ashford Advisors, LLC 0.13% New 1,290 $604K
von Borstel & Associates, Inc. 0.09% New 1,253 $603K
Root Financial Partners, LLC 0.04% Add +57.6% 1,286 $602K
Praetorian Wealth Management, Inc. 0.12% New 1,285 $602K
Nvwm, LLC 0.14% Add +1.5% 1,283 $601K
Waterloo Capital, L.P. 0.04% No change 1,283 $601K
Net Worth Advisory Group 0.17% Reduce -11.8% 1,282 $601K
D.B. Root & Company, LLC 0.15% Add +0.1% 1,275 $597K
Legacy Wealth Management, LLC 0.04% No change 1,274 $597K
Rede Wealth, LLC 0.47% New 1,270 $595K
Eagle Bay Advisors LLC 0.47% No change 1,270 $595K
Evolution Wealth Advisors, LLC 0.08% No change 1,270 $595K
Wise Wealth Partners 0.91% No change 1,269 $594K
Mission Creek Capital Partners, Inc. 0.12% No change 1,263 $591K
Berger Financial Group, Inc 0.04% Add +28.3% 1,261 $591K
BlueSky Wealth Advisors, LLC 0.08% Add +6.4% 1,253 $587K
Old North State Trust, LLC 0.36% New 1,250 $586K
Wayfinding Financial, LLC 0.25% No change 1,253 $586K
Evelyn Partners Asset Management Ltd 0.13% No change 1,250 $586K
Fairway Wealth LLC 0.16% Add +1.4% 1,246 $584K
Empire Financial Management Company, LLC 0.13% Reduce -6.4% 1,246 $584K
Antonelli Financial Advisors, LLC 0.40% No change 1,242 $582K
IRON Financial LLC 0.28% No change 1,241 $581K
Novus Advisors, LLC 1.33% Reduce -12.6% 1,237 $579K
Left Brain Wealth Management, LLC 0.18% Reduce -24.5% 1,235 $578K
German American Bancorp, Inc. 0.05% No change 1,235 $578K
Alpha Financial Advisors, LLC 0.20% Reduce -0.2% 1,234 $578K
LRI Investments, LLC 0.05% Reduce -19.0% 1,233 $578K
Patrick M Sweeney & Associates, Inc. 0.37% No change 1,232 $577K
Grantvest Financial Group LLC 0.40% Add +119.0% 1,231 $577K
Aspen Investment Management Inc 0.22% No change 1,230 $576K
Liberty Wealth Management LLC 0.08% Add +3.0% 1,227 $575K
Guerra Pan Advisors, LLC 0.35% No change 1,225 $574K
Aspire Capital Advisors LLC 0.14% Add +7.7% 1,224 $573K
Integris Wealth Management, LLC 0.14% No change 1,222 $572K
Disciplined Investors, L.L.C. 0.41% No change 1,220 $572K
Gemmer Asset Management LLC 0.05% Reduce -5.0% 1,220 $571K
MSH Capital Advisors LLC 0.15% Add +0.1% 1,218 $571K
Princeton Global Asset Management LLC 0.09% No change 1,217 $570K
Northstar Asset Management Inc. 0.15% No change 1,215 $569K
Chilton Investment Co. Inc. 0.01% Reduce -50.6% 1,214 $569K
Formidable Asset Management, LLC 0.09% Reduce -0.7% 1,338 $568K
Naples Global Advisors, LLC 0.04% No change 1,207 $565K
Hiley Hunt Wealth Management 0.27% No change 1,205 $564K
Aries Wealth Management 0.13% No change 1,205 $564K
Gordian Advisors LLC 0.38% No change 1,204 $564K
Texas Capital Bancshares Inc 0.22% Add +6.4% 1,204 $564K
Mayfair Advisory Group, LLC 0.24% Add +30.6% 1,202 $563K
Moment Partners, LLC 0.10% No change 1,200 $562K
Park National Corp. 0.02% No change 1,197 $561K
Peoples Bank 0.34% Reduce -4.0% 1,195 $560K
Arvest Investments, Inc. 0.08% Reduce -0.1% 1,192 $558K
Arlington Financial Advisors, LLC 0.08% No change 1,190 $557K
Hollow Brook Wealth Management LLC 0.13% No change 1,185 $555K
Pathway Financial Advisors LLC 0.07% No change 1,185 $555K
Novem Group 0.07% Reduce -4.4% 1,184 $554K
RPG Investment Advisory, LLC 0.07% Reduce -14.1% 1,179 $552K
Catalina Capital Group, LLC 0.34% Reduce -17.7% 1,177 $551K
GFG Capital, LLC 0.19% Reduce -0.3% 1,177 $551K
FFT Wealth Management LLC 0.10% No change 1,174 $550K
Stephen J. Garry & Associates, LLC 0.44% No change 1,165 $546K
Aire Advisors, LLC 0.10% No change 1,159 $543K
Professional Advisory Services Inc. 0.06% No change 1,158 $542K
Westfuller Advisors, LLC 0.25% New 1,154 $541K
Arlington Trust Co LLC 0.10% No change 1,150 $539K
Bfsg, LLC 0.05% No change 1,149 $538K
One Wealth Management Investment & Advisory Services, LLC 0.62% No change 1,143 $535K
Paradigm, Strategies in Wealth Management, LLC 0.34% No change 1,143 $535K
Triad Wealth Partners, LLC 0.07% Reduce -4.3% 1,140 $534K
Torray Investment Partners LLC 0.07% No change 1,138 $533K
Wolverine Trading, LLC 0.01% New 1,141 $532K
Hill Island Financial LLC 0.13% No change 1,136 $532K
Destiny Wealth Partners, LLC 0.07% No change 1,136 $532K
Insight Wealth Strategies, LLC 0.06% Reduce -44.3% 1,136 $532K
Bright Futures Wealth Management, LLC. 0.42% — 1,135 $532K
Platform Technology Partners 0.13% Add +0.1% 1,135 $531K
Wernau Asset Management Inc. 0.55% No change 1,132 $530K
Stuart Chaussee & Associates, Inc. 0.12% No change 1,129 $529K
Redwood Financial Network Corp 0.33% Add +3.8% 1,126 $528K
Romano Brothers and Company 0.06% No change 1,123 $526K
Austin Asset Management Co Inc 0.10% No change 1,121 $525K
Phillips Financial Management, LLC 0.03% Add +28.3% 1,121 $525K
Clearbridge Investments, LLC 0.00% Reduce -78.8% 1,120 $525K
Everest Private Wealth 0.33% No change 1,117 $523K
First Financial Bankshares Inc 0.01% No change 1,112 $521K
BXM Wealth LLC 0.49% No change 1,111 $520K
Quest 10 Wealth Builders, Inc. 0.48% Reduce -1.4% 1,111 $520K
River Wealth Advisors LLC 0.06% Add +5.8% 1,104 $517K
Future Fund LLC 0.18% No change 1,102 $516K
Summit Wealth Group LLC / Co. 0.05% Reduce -63.5% 5,615 $516K
Schulz Wealth, LTD. 0.34% Add +7.5% 1,101 $516K
Marks Group Wealth Management, Inc 0.05% Reduce -0.3% 1,100 $515K
BetterWealth, LLC 0.12% No change 1,096 $513K
Edge Financial Advisors LLC 0.23% Reduce -2.8% 1,095 $513K
GW&K Investment Management, LLC 0.00% No change 1,093 $512K
Fort Point Capital Partners LLC 0.06% No change 1,088 $510K
Tandem Capital Management Corp. 0.24% No change 1,088 $510K
Steel Grove Capital Advisors, LLC 0.06% No change 1,200 $509K
Newton One Investments LLC 0.15% No change 1,087 $509K
Alpha Zero LLC 0.30% No change 1,087 $509K
Fca Corp. 0.14% No change 1,085 $508K
Marietta Investment Partners LLC 0.10% Add +42.1% 1,083 $507K
First Nebraska Trust Co 0.05% No change 1,083 $507K
Northwest Quadrant Wealth Management, LLC 0.11% Add +0.1% 1,083 $507K
Skyline Advisors, Inc. 0.17% Reduce -0.1% 1,082 $507K
BankPlus Trust Department 0.14% Add +4.7% 1,081 $506K
Liberty Capital Management, Inc. 0.10% Reduce -26.3% 1,080 $506K
NBT Bank, N.A. 0.03% Add +30.7% 1,408 $504K
JNBA Financial Advisors 0.05% No change 1,077 $504K
Sandbox Financial Partners, LLC 0.14% Add +0.1% 1,076 $504K
Roberts Glore & Co. Inc. 0.14% No change 1,076 $504K
WBH Advisory Inc. 0.04% No change 1,075 $504K
Granite Group Advisors, LLC 0.30% No change 1,073 $503K
Navigation Wealth Management, Inc. 0.74% Add +44.7% 1,072 $502K
Hohimer Wealth Management, LLC 0.07% No change 1,071 $502K
Financial Consulate, Inc. 0.07% No change 1,070 $501K
Horst & Graben Wealth Management LLC 0.08% No change 1,070 $501K
W1M Investment Management Ltd 0.01% No change 1,066 $499K
Drive Wealth Management, LLC 0.11% Reduce -64.9% 1,065 $499K
KERR FINANCIAL PLANNING Corp 0.70% — 1,053 $496K
New Perspectives, Inc 0.22% No change 1,057 $495K
LCNB Corp. 0.17% No change 1,055 $494K
City State Bank 0.14% Reduce -1.4% 1,051 $492K
Harbor Advisory Corp. 0.15% No change 1,050 $492K
Bravias Capital Group, LLC 0.33% Reduce -0.1% 1,050 $492K
Grange Capital, LLC 0.47% No change 1,049 $491K
Jump Financial, LLC 0.01% New 1,038 $486K
JBR Co Financial Management Inc 0.21% No change 1,037 $486K
Pinnacle Bancorp, Inc. 0.14% Reduce -4.8% 1,037 $486K
Dana Investment Advisors, Inc. 0.01% Reduce -14.6% 1,035 $485K
Tompkins Financial Corp. 0.04% No change 1,034 $484K
Capital Insight Partners, LLC 0.08% No change 1,025 $480K
Abner Herrman & Brock LLC 0.05% New 1,022 $479K
Neumann Capital Management, LLC 0.14% No change 1,022 $479K
Pacific Sun Financial Corp 0.23% No change 1,020 $478K
Armstrong Advisory Group, Inc. 0.03% No change 1,019 $477K
Meeder Advisory Services, Inc. 0.02% Reduce -7.1% 1,018 $477K
Beacon Bank & Trust 0.10% No change 1,017 $476K
Bank of Stockton 0.14% No change 1,015 $475K
Planning Center, Inc. 0.05% No change 1,013 $474K
Northwest Bancshares, Inc. 0.08% Reduce -1.3% 1,012 $474K
Probity Advisors, Inc. 0.08% Reduce -5.4% 1,011 $474K
Orion Capital Management LLC 0.16% Add +19.4% 1,010 $473K
BancFirst Trust & Investment Management 0.18% Reduce -15.1% 1,014 $473K
Safeguard Investment Advisory Group, LLC 0.12% Reduce -25.9% 1,008 $472K
Cooper/Haims Advisors, LLC 0.22% No change 1,008 $472K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $472K
LPWM LLC 0.13% No change 1,000 $468K
Drucker Wealth 3.0, LLC 0.08% Reduce -0.1% 1,000 $468K
Fort Sheridan Advisors LLC 0.06% Add +15.1% 998 $468K
Foronjy Financial LLC 0.20% No change 998 $467K
Fusion Family Wealth, LLC 0.04% No change 997 $467K
Aspire Private Capital, LLC 0.10% No change 992 $465K
Litman Gregory Wealth Management LLC 0.03% Reduce -81.3% 991 $464K
Heritage Wealth Management, Inc. 0.32% Reduce -2.2% 990 $464K
Optimum Investment Advisors 0.18% Reduce -3.9% 981 $460K
TigerOak Management, L.L.C. 0.14% No change 979 $459K
Capital Advantage, Inc. 0.07% Reduce -35.5% 978 $458K
Vision Capital Management, Inc. 0.06% Reduce -3.2% 977 $458K
Mainsail Asset Management, LLC 0.20% New 976 $457K
LaSalle St. Investment Advisors, LLC 0.08% Add +35.3% 974 $456K
Headinvest, LLC 0.09% No change 972 $455K
1776 Wealth LLC 0.17% Reduce -0.2% 968 $453K
Blue Fin Capital, Inc. 0.07% No change 968 $453K
First County Bank 0.23% Reduce -1.6% 967 $453K
Riverbend Wealth Management, LLC 0.31% No change 959 $449K
Rialto Wealth Management, LLC 0.12% No change 955 $447K
Oder Investment Management, LLC 0.32% Add +0.1% 948 $444K
Perennial Advisors, LLC 0.08% Reduce -6.5% 946 $443K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +19.3% 946 $443K
Charles Schwab Trust Co 0.03% Add +81.7% 945 $443K
Capital Management Associates, Inc 0.12% No change 944 $442K
Daymark Wealth Partners, LLC 0.01% Reduce -16.4% 943 $442K
DMKC Advisory Services, LLC 0.22% No change 941 $441K
Wilson & Boucher Capital Management, LLC 0.29% No change 940 $440K
F/m Investments LLC 0.02% No change 939 $440K
Black Diamond Financial, LLC 0.05% Add +1.6% 939 $440K
Patriot Investment Management Group, Inc. 0.03% Reduce -1.4% 936 $438K
Planwiser Financial, LLC 0.35% Reduce -1.1% 895 $437K
Piscataqua Savings Bank 0.34% Reduce -11.4% 931 $436K
HCR Wealth Advisors 0.04% No change 918 $433K
Plimoth Trust Co. LLC 0.10% No change 925 $433K
Childress Capital Advisors, LLC 0.08% Add +12.5% 925 $433K
Abacus Planning Group, Inc. 0.06% No change 925 $433K
Values Added Financial LLC 0.19% No change 920 $431K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 920 $431K
MKT Advisors LLC 0.16% No change 914 $431K
Commons Capital, LLC 0.29% No change 919 $431K
Kraft, Davis & Associates, LLC 0.10% Reduce -30.5% 908 $429K
Main Management LLC 0.03% No change 915 $429K
Arcadia Investment Advisors LLC 0.21% No change 913 $428K
New Republic Capital, LLC 0.13% No change 912 $427K
Hager Investment Management Services, LLC 0.23% Reduce -0.9% 909 $426K
Copia Wealth Management 0.32% Reduce -2.0% 907 $425K
Matisse Capital 0.19% No change 907 $425K
Ironwood Investment Management LLC 0.18% No change 906 $424K
Guardian Wealth Advisors, LLC / NC 0.03% Add +18.8% 905 $424K
Berkeley, Inc 0.14% No change 904 $423K
McElhenny Sheffield Capital Management, LLC 0.10% Reduce -1.1% 903 $423K
One Charles Private Wealth Services, LLC 0.11% Reduce -5.8% 901 $422K
Elk River Wealth Management LLC 0.07% No change 901 $422K
Greenwich Wealth Management LLC 0.02% Reduce -5.9% 900 $422K
Onyx Bridge Wealth Group LLC 0.05% Add +4.5% 900 $422K
Allstate Corp. 0.01% New 900 $422K
Dahring | Cusmano LLC 0.30% Add +0.1% 900 $421K
Braun Stacey Associates Inc. 0.01% Reduce -0.1% 898 $421K
Abbot Financial Management, Inc. 0.18% Add +0.1% 897 $420K
Sugar Maple Asset Management, LLC 0.30% Reduce -28.4% 894 $419K
Trek Financial, LLC 0.02% Reduce -36.2% 894 $419K
West Financial Advisors, LLC 0.07% No change 893 $418K
Custos Family Office, LLC 0.24% Reduce -86.9% 892 $418K
Chemistry Wealth Management LLC 0.08% Reduce -7.2% 892 $418K
Verity Asset Management, Inc. 0.14% New 890 $417K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 890 $417K
Trexquant Investment LP 0.00% Reduce -17.2% 890 $417K
Retireful, LLC 0.40% Reduce -8.6% 888 $416K
Aureus Asset Management, LLC 0.03% No change 888 $416K
Werba Rubin Papier Wealth Management 0.07% Reduce -3.6% 886 $415K
First National Bank of Hutchinson 0.22% No change 885 $415K
Patton Albertson Miller Group, LLC 0.05% No change 880 $412K
Lakeshore Financial Planning, Inc. 0.15% Reduce -1.7% 879 $412K
Private Management Group Inc. 0.01% Reduce -1.1% 878 $411K
Tradewinds, LLC. 0.10% New 874 $409K
Summit Investment Advisory Services, LLC 0.16% No change 873 $409K
New Age Alpha Advisors, LLC 0.02% Reduce -36.5% 871 $408K
Parcion Private Wealth LLC 0.03% No change 865 $405K
Members Trust Co 0.01% No change 860 $403K
JGP Wealth Management, LLC 0.04% Add +0.1% 854 $403K
Foster & Motley Inc. 0.02% Add +0.3% 857 $401K
SK Wealth Management, LLC 0.15% Add +0.1% 845 $401K
Round Rock Advisors LLC 0.06% Reduce -0.7% 854 $400K
McCarthy & Cox 0.09% No change 846 $396K
Wood Tarver Financial Group, LLC 0.12% No change 846 $396K
Putney Financial Group LLC 0.39% Add +3268.0% 842 $394K
Lokken Investment Group LLC 0.14% Reduce -11.9% 840 $393K
Prasad Wealth Partners, LLC 0.11% Add +0.1% 836 $392K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% No change 805 $390K
Cedar Wealth Management, LLC 0.12% No change 832 $390K
Madison Wealth Partners, Inc 0.08% Reduce -29.7% 832 $390K
Intellus Advisors LLC 0.05% No change 829 $388K
Prestige Wealth Management Group LLC 0.07% Reduce -2.4% 827 $387K
Carson Advisory Inc. 0.21% Reduce -2.8% 825 $387K
First Bancorp, Inc 0.21% No change 825 $386K
Aspect Partners, LLC 0.18% No change 825 $386K
Catalyst Financial Partners LLC 0.05% Reduce -5.2% 822 $385K
M3 Advisory Group, LLC 0.24% No change 822 $385K
Parker Investment Management, LLC 0.05% No change 821 $385K
Creative Capital Management Investments LLC 0.12% No change 818 $383K
Kondo Wealth Advisors, Inc. 0.15% No change 816 $382K
Everhart Financial Group, Inc. 0.04% Add +58.5% 813 $381K
Adell Harriman & Carpenter Inc. 0.02% Reduce -13.5% 810 $379K
Range Financial Group LLC 0.14% No change 809 $379K
Guyasuta Investment Advisors Inc. 0.02% No change 807 $378K
Strategic Financial Partners, Ltd. 0.17% Reduce -8.3% 806 $378K
Tiller Private Wealth, Inc. 0.13% No change 806 $378K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -0.6% 805 $377K
Riversedge Advisors, LLC 0.06% Reduce -4.1% 804 $377K
Peak Financial Advisors LLC 0.18% No change 804 $377K
Roundview Capital LLC 0.02% No change 804 $377K
UNIVEST FINANCIAL Corp 0.02% No change 803 $376K
Permanens Capital L.P. 0.06% Add +0.1% 803 $376K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +13.0% 802 $376K
Aspetuck Financial Management LLC 0.26% No change 800 $375K
Elite Wealth Management, Inc. 0.10% New 800 $375K
Vertex Planning Partners, LLC 0.07% No change 800 $375K
LVW Advisors, LLC 0.04% No change 797 $373K
Kaufman Rossin Wealth, LLC 0.20% No change 795 $372K
Collective Family Office LLC 0.09% Reduce -22.4% 790 $370K
Bonfire Financial 0.28% No change 789 $370K
Alterna Wealth Management, Inc. 0.30% No change 789 $370K
Richard P Slaughter Associates Inc 0.08% Reduce -0.4% 788 $369K
Sonora Investment Management Group, LLC 0.03% No change 787 $369K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 753 $369K
Novare Capital Management LLC 0.03% No change 786 $368K
High Net Worth Advisory Group LLC 0.09% Reduce -2.4% 784 $367K
IMA Advisory Services, Inc. 0.04% No change 784 $367K
RB Capital Management, LLC 0.08% Add +0.1% 782 $366K
Valpey Financial Services, LLC 0.24% Reduce -1.8% 781 $366K
Torrey Growth & Income Advisors 0.11% — 780 $365K
Cary Street Partners Investment Advisory LLC 0.15% New 779 $365K
Grandfield & Dodd, LLC 0.02% No change 777 $364K
NerdWallet Wealth Partners, LLC 0.18% — 774 $363K
Shepherd Financial Partners LLC 0.03% Reduce -7.0% 773 $362K
Prospera Capital Management, LLC 0.17% No change 772 $362K
Emergent Wealth Advisors, LLC 0.21% No change 771 $361K
Strengthening Families & Communities, LLC 0.08% New 771 $361K
Grey Ledge Advisors, LLC 0.08% Reduce -6.4% 771 $361K
Equita Financial Network, Inc. 0.12% No change 768 $360K
Bath Savings Trust Co 0.04% Add +34.3% 767 $359K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -7.1% 767 $359K
Main Street Research LLC 0.02% No change 766 $359K
First PREMIER Bank 0.08% Reduce -30.7% 764 $358K
Prospect Financial Services LLC 0.20% No change 754 $353K
Family Office Research LLC 0.15% Add +0.1% 753 $353K
Brave Asset Management Inc. 0.09% No change 752 $352K
Legacy Bridge, LLC 0.15% No change 750 $351K
Orcam Financial Group 0.28% New 750 $351K
Rothschild Wealth LLC 0.08% New 745 $349K
Fiera Capital Corp 0.00% Reduce -15.0% 744 $348K
ORBA Wealth Advisors, L.L.C. 0.29% New 744 $348K
North Star Asset Management Inc. 0.01% New 743 $348K
Fragasso Financial Advisors Inc 0.02% No change 740 $348K
Opulen Financial Group LLC 0.26% No change 742 $348K
FWG Holdings, LLC 0.15% Reduce -5.5% 707 $347K
First National Bank & Trust Co. of Newtown 0.07% No change 741 $347K
Mitchell Sinkler & Starr 0.16% No change 740 $347K
Certus Wealth Management, LLC 0.21% No change 739 $346K
Delta Financial Advisors LLC 0.10% No change 736 $345K
Accelerate Investment Advisors LLC 0.23% No change 735 $344K
Three Magnolias Financial Advisors, LLC 0.21% No change 735 $344K
Horizons Wealth Management 0.24% No change 732 $343K
Harold Davidson & Associates Inc. 0.15% Add +12.5% 728 $341K
Aspire Growth Partners LLC 0.25% Reduce -2.9% 727 $341K
Buttonwood Financial Advisors Inc. 0.12% No change 725 $340K
MainStreet Investment Advisors LLC 0.05% No change 723 $339K
ARK Investment Management 0.00% Add +1.8% 723 $339K
Winnacle Wealth LLC 0.26% New 721 $338K
Endowment Wealth Management, Inc. 0.15% Add +45.8% 720 $337K
Morton Brown Family Wealth, LLC 0.10% Add +1.1% 720 $337K
National Wealth Management Group, LLC 0.13% Add +25.9% 719 $337K
Boston Common Asset Management, LLC 0.01% No change 718 $336K
TD Capital Management LLC 0.03% No change 717 $336K
WealthTrust Axiom LLC 0.09% No change 714 $334K
Andrews, Lucia Wealth Management LLC 0.20% No change 711 $333K
Compass Wealth Management, LLC 0.15% Reduce -3.5% 710 $333K
Cambria Investment Management, L.P. 0.02% New 710 $333K
Van Hulzen Asset Management, LLC 0.02% New 710 $333K
Auxano Advisors, LLC 0.07% No change 708 $332K
HM Payson & Co. 0.00% Reduce -17.7% 707 $331K
Dravo Bay LLC 0.15% No change 706 $331K
Ulland Investment Advisors, LLC 0.25% No change 703 $329K
Jacksonville Wealth Management, LLC 0.24% No change 701 $328K
Ashford Capital Management Inc. 0.04% No change 701 $328K
Sequent Asset Management, LLC 0.16% No change 700 $328K
Morse Asset Management, Inc 0.07% No change 700 $328K
Lake Street Private Wealth, LLC 0.04% No change 699 $328K
Cornerstone Management, Inc. 0.05% No change 698 $327K
Howe & Rusling Inc. 0.02% Reduce -29.3% 697 $327K
Precedent Wealth Partners, LLC 0.07% No change 696 $326K
SG Americas Securities, LLC 0.00% Reduce -97.3% 695 $326K
Tounjian Advisory Partners, LLC 0.11% Reduce -0.3% 696 $326K
Aldebaran Financial Inc. 0.33% No change 694 $325K
Optivise Advisory Services LLC 0.19% Add +29.7% 694 $325K
IFS Advisors, LLC 0.19% Reduce -5.8% 694 $325K
Affinity Wealth Management LLC 0.05% No change 690 $323K
LaFleur & Godfrey LLC 0.04% Reduce -4.2% 690 $323K
Valtinson Bruner Financial Planning LLC 0.10% Add +5.4% 686 $321K
Williams Jones Wealth Management, LLC. 0.00% No change 685 $321K
DSM Capital Partners LLC 0.00% Add +1.2% 683 $320K
Geometric Wealth Advisors 0.04% Add +20.6% 678 $318K
Keystone Financial Group 0.02% No change 677 $317K
Trust Co 0.03% No change 674 $316K
Pacific Center for Financial Services 0.08% No change 673 $315K
Pekin Hardy Strauss, Inc. 0.03% New 673 $315K
Robinswood Financial LLC 0.10% Add +0.1% 671 $315K
FF Advisors,LLC 0.15% No change 670 $314K
Shufro Rose & Co. LLC 0.03% No change 864 $312K
Cetera Trust Company, N.A 0.17% No change 666 $312K
Symmetry Partners, LLC 0.03% Add +19.1% 666 $312K
Bowman & Co S.C. 0.13% No change 663 $311K
Broadleaf Partners, LLC 0.06% Add +33.3% 660 $309K
Canopy Partners, LLC 0.10% No change 657 $308K
Rossby Financial, LCC 0.10% Reduce -23.9% 650 $306K
Legacy Solutions, LLC 0.27% No change 652 $306K
Eastover Investment Advisors LLC 0.13% No change 652 $305K
Act Wealth Management, LLC 0.11% Reduce -20.9% 649 $304K
Security Financial Services, INC. 0.05% No change 649 $304K
Pure Portfolios Holdings LLC 0.09% Reduce -0.1% 647 $303K
M.E. Allison & Co., Inc. 0.21% No change 646 $303K
Howard Financial Services, LTD. 0.04% Reduce -0.5% 646 $302K
RPS Advisory Solutions LLC 0.15% No change 645 $302K
All Terrain Financial Advisors, LLC 0.10% No change 643 $301K
Boston Research & Management Inc. 0.07% No change 643 $301K
Fiduciary Group, LLC 0.03% No change 641 $300K
Register Financial Advisors LLC 0.12% Add +1.9% 637 $299K
QTR Family Wealth, LLC 0.14% Reduce -15.1% 637 $298K
Flavin Financial Services, Inc. 0.21% New 636 $298K
Cape Cod Five Cents Savings Bank 0.03% No change 790 $297K
Davidson Investment Advisors 0.01% No change 633 $297K
Access Financial Services, Inc. 0.11% No change 632 $296K
Medallion Wealth Advisors, LLC 0.11% No change 632 $296K
RDA Financial Network 0.07% Add +14.9% 631 $296K
Meridian Investment Counsel Inc. 0.07% No change 630 $295K
Montz Harcus Wealth Management LLC 0.13% Add +0.2% 630 $295K
Oak Harvest Investment Services 0.03% No change 629 $295K
OneAscent Financial Services LLC 0.02% Reduce -13.0% 629 $295K
Acorn Financial Advisory Services Inc. 0.05% No change 627 $294K
Kellett Wealth Advisors, LLC 0.18% Add +5.6% 626 $293K
Powell Investment Advisors, LLC 0.10% No change 624 $292K
Gill Capital Partners, LLC 0.09% Reduce -0.8% 623 $292K
44 Wealth Management LLC 0.10% No change 620 $290K
Melfa Wealth Management, Inc. 0.17% No change 620 $290K
Hollencrest Capital Management 0.01% Reduce -17.5% 618 $289K
Philadelphia Trust Co. 0.02% No change 616 $289K
Marshall Financial Group, LLC 0.06% Reduce -1.6% 615 $288K
Granite Bay Wealth Management, LLC 0.07% Reduce -7.5% 615 $288K
Brass Tax Wealth Management, Inc. 0.05% Add +13.7% 614 $288K
Wolff Wiese Magana LLC 0.16% No change 612 $287K
American National Bank & Trust 0.03% Reduce -16.5% 612 $287K
Capital Research Global Investors 0.00% Reduce -6.8% 613 $286K
Collaborative Wealth Managment Inc. 0.12% No change 611 $286K
Global Assets Advisory, LLC 0.09% Reduce -2.2% 611 $286K
Holderness Investments Co. 0.06% Add +0.2% 611 $286K
TPG Advisors LLC 0.19% No change 610 $286K
ArrowMark Colorado Holdings LLC 0.01% No change 610 $286K
Sterling Capital Management LLC 0.00% No change 610 $286K
Northwest Financial Advisors 0.37% Reduce -67.0% 607 $284K
SJS Investment Consulting Inc. 0.04% Add +42.6% 606 $284K
Strata Wealth Advisors, LLC 0.07% No change 606 $284K
Walled Lake Planning & Wealth Management, LLC 0.09% Reduce -1.8% 603 $283K
Wealthcare Capital Partners, LLC 0.13% No change 603 $282K
Vestor Capital, LLC 0.02% Reduce -93.1% 601 $282K
Floyd Financial Group LLC 0.21% No change 600 $281K
Cobblestone Capital Advisors LLC 0.01% No change 600 $281K
Fulcrum Capital LLC 0.06% No change 597 $280K
Compass Capital Corp. /Ma/ 0.12% New 580 $279K
Lansing Street Advisors 0.07% Add +0.2% 595 $279K
Capstone Wealth Management Group LLC 0.18% Add +9.2% 593 $278K
Advus Financial Partners, LLC 0.07% Reduce -5.1% 593 $278K
Claris Financial LLC 0.16% New 592 $277K
Maia Wealth LLC 0.05% Add +20.6% 574 $277K
Cypress Capital, LLC 0.08% No change 590 $276K
CVA Family Office, LLC 0.04% No change 584 $274K
Prosperity Financial Group, Inc. 0.10% Reduce -0.2% 583 $273K
Private Wealth Management Group, LLC 0.07% Add +50.4% 582 $273K
DGS Capital Management, LLC 0.05% No change 580 $272K
Pecaut & Co. 0.09% No change 576 $270K
Boston Trust Walden Corp 0.00% No change 575 $269K
Bond & Devick Financial Network, Inc. 0.08% No change 574 $269K
Bill Few Associates, Inc. 0.07% No change 574 $269K
Vident Advisory, LLC 0.00% Reduce -0.9% 573 $268K
Vickerman Investment Advisors, Inc. 0.05% No change 572 $268K
BAM Wealth Management, LLC 0.21% — 571 $267K
Monument Group Wealth Advisors, LLC 0.16% No change 570 $267K
Amara Financial, Llc. 0.20% Reduce -1.4% 570 $267K
Inspirion Wealth Advisors, LLC 0.04% No change 711 $267K
RFG - Bristol Wealth Advisors, LLC 0.08% New 569 $267K
Nova Wealth Management, Inc. 0.19% No change 568 $266K
BankPlus Wealth Management LLC 0.16% Add +2.2% 566 $265K
Burns Matteson Capital Management, LLC 0.11% No change 566 $265K
William Mack & Associates, Inc. 0.14% No change 565 $265K
Wealth Management Nebraska 0.03% Reduce -0.3% 564 $264K
Atlas Legacy Advisors, LLC 0.05% No change 563 $264K
IFS Group,LLC 0.23% — 558 $263K
Sunbeam Capital Management, LLC 0.16% No change 560 $262K
Old Second National Bank of Aurora 0.05% Reduce -16.3% 558 $261K
Center for Financial Planning, Inc. 0.03% Reduce -30.9% 558 $261K
Jackson Thornton Wealth Management, LLC 0.03% No change 550 $261K
Kelleher Financial Advisors 0.07% Reduce -18.8% 554 $259K
Arbor Wealth Advisors LLC 0.19% No change 550 $258K
Oxbow Advisors, LLC 0.02% No change 549 $257K
Chesapeake Wealth Management 0.08% No change 544 $255K
Prostatis Group LLC 0.06% New 544 $255K
Fielder Capital Group LLC 0.06% No change 543 $254K
Avondale Wealth Management 0.14% Reduce -25.2% 542 $254K
Pennsylvania Capital Management Inc. 0.07% No change 541 $253K
LifeSteps Financial, Inc. 0.16% Add +1.7% 539 $253K
CWC Advisors, LLC. 0.12% No change 539 $252K
Clean Yield Group 0.07% No change 538 $252K
West Branch Capital LLC 0.07% No change 538 $252K
Financial Advisors Network, Inc. 0.04% Reduce -7.2% 538 $252K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 535 $251K
Invst, LLC 0.03% Reduce -10.4% 535 $251K
Absolute Capital Management, LLC 0.11% Add +0.9% 534 $250K
Strategic Advisors LLC 0.04% No change 534 $250K
Octavia Wealth Advisors, LLC 0.02% New 533 $250K
Investors Research Corp 0.05% Reduce -22.8% 533 $250K
Focused Wealth Management, Inc 0.03% Reduce -3.3% 532 $249K
Altfest L J & Co. Inc. 0.03% Reduce -1.7% 531 $249K
Baldwin Wealth Partners LLC 0.02% No change 530 $248K
Wealth Advisory Solutions, LLC 0.06% No change 529 $248K
Shelton Wealth Management, LLC 0.12% New 528 $247K
Impact Partnership Wealth, LLC 0.04% Reduce -60.5% 528 $247K
Bridgewealth Advisory Group, LLC 0.06% No change 528 $247K
180 Wealth Advisors, LLC 0.03% No change 527 $247K
Mb, Levis & Associates, LLC 0.11% No change 525 $246K
Klingenstein Fields & Co. LP 0.01% Reduce -61.3% 525 $246K
Southeast Asset Advisors, LLC 0.03% No change 525 $246K
Proficio Capital Partners LLC 0.02% No change 525 $246K
Goodwin Investment Advisory 0.26% No change 523 $245K
Glassy Mountain Advisors, Inc. 0.07% No change 523 $245K
BNC Wealth Management, LLC 0.06% No change 521 $244K
Bay Rivers Group 0.10% No change 520 $244K
North Point Portfolio Managers Corp. 0.04% No change 519 $243K
Johnson & White Wealth Management, LLC 0.11% No change 515 $241K
BridgePort Financial Solutions, LLC 0.06% No change 514 $241K
East Coast Asset Management, LLC. 0.08% No change 514 $241K
Baugh & Associates, LLC 0.12% No change 510 $239K
Harmony Asset Management LLC 0.08% Add +1.0% 507 $237K
Opal Wealth Advisors, LLC 0.07% Add +100.4% 507 $237K
Aegis Wealth Management LLC 0.13% New 507 $237K
TTP Investments, Inc. 0.07% Add +0.2% 503 $237K
Five Oceans Advisors 0.09% No change 506 $237K
Fogel Capital Management, Inc. 0.11% No change 505 $237K
Baxter Bros Inc. 0.03% No change 505 $237K
Enzi Wealth 0.08% No change 505 $235K
Hennion & Walsh Asset Management, Inc. 0.01% No change 501 $235K
Haven Private, LLC 0.10% No change 500 $234K
Westbourne Investment Advisors, Inc. 0.07% New 500 $234K
Wilkins Investment Counsel Inc. 0.03% Reduce -16.7% 500 $234K
Lazard Asset Management LLC 0.00% No change 500 $234K
Hoxton Planning & Management, LLC 0.08% New 498 $233K
MGB Wealth Management, LLC 0.07% No change 498 $233K
Olistico Wealth, LLC 0.12% No change 495 $232K
Avantra Family Wealth, Inc. 0.17% No change 494 $231K
Palisade Capital Management, LP 0.01% No change 493 $231K
Quadcap Wealth Management, LLC 0.03% Add +0.8% 491 $230K
Missouri Trust & Investment Co 0.07% No change 490 $230K
ERn Financial, LLC 0.05% No change 490 $230K
Afg Fiduciary Services Limited Partnership 0.13% Reduce -9.5% 487 $229K
Abound Financial, LLC 0.09% No change 489 $229K
Sound Income Strategies, LLC 0.01% No change 482 $229K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 488 $229K
Cutler Investment Counsel LLC 0.02% No change 488 $228K
LexAurum Advisors, LLC 0.03% No change 487 $228K
Centurion Wealth Management LLC 0.05% No change 485 $227K
Core Wealth Partners LLC 0.10% No change 484 $227K
Financial Advocates Investment Management 0.13% Reduce -80.6% 480 $225K
Sharper & Granite LLC 0.08% No change 480 $225K
Noesis Capital Mangement Corp. 0.03% Reduce -14.3% 480 $225K
Logan Capital Management Inc. 0.01% Reduce -72.0% 478 $224K
Channel Wealth LLC 0.06% Reduce -1.6% 478 $224K
RVW Wealth, LLC 0.02% Reduce -25.9% 478 $224K
Evernest Financial Advisors, LLC 0.06% Reduce -12.5% 477 $223K
Benin Management CORP 0.05% No change 477 $223K
Institute for Wealth Management, LLC. 0.02% No change 477 $223K
Global Wealth Strategies & Associates 0.06% No change 476 $223K
Argent Advisors, Inc. 0.07% New 475 $222K
Mairs & Power Inc. 0.00% Add +138.9% 4,172 $222K
Heritage Family Offices, LLP 0.10% Reduce -32.3% 474 $222K
Wealth Group Ltd 0.05% No change 474 $222K
Oakwell Private Wealth Management, LLC 0.04% No change 474 $222K
American Financial Advisors, LLC 0.03% No change 472 $221K
Virtue Asset Management LLC 0.19% — 472 $221K
Sather Financial Group Inc 0.01% New 471 $221K
Cascade Investment Group, Inc. 0.15% New 470 $220K
Finward Bancorp 0.17% New 468 $219K
Walter & Keenan Wealth Management LLC /in/ 0.06% New 465 $218K
Randolph Co Inc 0.02% Reduce -7.5% 465 $218K
Philip James Wealth Mangement, LLC 0.03% New 464 $218K
Salvus Wealth Management, LLC 0.12% New 463 $217K
McHugh Group, LLC 0.13% New 462 $216K
WealthCollab, LLC 0.10% No change 462 $216K
Truvestments Capital LLC 0.04% Add +11.3% 462 $216K
Wedgewood Investors Inc. 0.24% New 461 $216K
Mountain Capital Investment Advisors Inc. 0.04% New 458 $216K
Kennicott Capital Management LLC 0.10% New 459 $215K
Meridian Financial Advisors, LLC 0.12% New 458 $215K
Fortitude Advisory Group L.L.C. 0.12% New 457 $214K
SevenBridge Financial Group, LLC 0.04% No change 445 $214K
Front Row Advisors LLC 0.07% No change 455 $213K
Quartz Partners, LLC 0.08% New 454 $213K
Birch Hill Investment Advisors LLC 0.01% New 454 $213K
Cahill Financial Advisors Inc. 0.02% New 452 $212K
Keystone Financial Group, Inc. 0.12% Add +0.2% 452 $211K
Synergy Investment Management, LLC 0.08% New 451 $211K
Horrell Capital Management, Inc. 0.09% No change 450 $211K
Thrive Capital Management, LLC 0.05% Reduce -22.7% 449 $211K
Abacus Wealth Partners, LLC 0.03% New 449 $210K
AssuredPartners Investment Advisors, LLC 0.05% New 447 $209K
Element Wealth, LLC 0.09% New 446 $209K
Lincoln Capital Corp. 0.08% New 446 $209K
Wealthcare Capital Management LLC 0.02% New 445 $208K
Rovin Capital /Ut/ 0.06% New 444 $208K
Future Financial Wealth Managment LLC 0.13% No change 443 $208K
Hopwood Financial Services, Inc. 0.14% No change 442 $207K
Atwater Malick LLC 0.06% New 442 $207K
Signature Wealth Management Group 0.08% New 441 $207K
Tanager Wealth Management LLP 0.02% New 441 $207K
Provident Investment Management, Inc. 0.02% New 440 $206K
Lineweaver Wealth Advisors, LLC 0.03% Reduce -17.2% 439 $206K
Fulton Breakefield Broenniman LLC 0.01% New 439 $206K
Lewis Asset Management, LLC 0.08% New 438 $205K
S&T Bank 0.06% Reduce -16.9% 438 $205K
Strategic Investment Advisors / MI 0.02% New 215 $205K
Ackerman Capital Advisors, LLC 0.04% Reduce -83.3% 437 $205K
Lazari Capital Management, Inc. 0.07% New 437 $204K
Opinicus Capital, Inc. 0.14% New 435 $204K
Old Port Advisors 0.05% New 435 $204K
Weinberger Asset Management, Inc 0.07% New 435 $204K
Fonville Wealth Management LLC 0.05% New 434 $203K
Drake & Associates, LLC 0.04% New 424 $203K
Passive Capital Management, LLC. 0.07% New 433 $203K
PDS Planning, Inc 0.01% New 432 $203K
Trifecta Capital Advisors, LLC 0.03% No change 432 $202K
Garrett Wealth Advisory Group, LLC 0.04% New 431 $202K
Arjuna Capital 0.05% No change 431 $202K
Colonial River Investments, LLC 0.07% New 430 $201K
Gilman Hill Asset Management, LLC 0.03% New 430 $201K
Brandywine Oak Private Wealth LLC 0.02% New 429 $201K
3EDGE Asset Management, LP 0.01% New 429 $201K
Dominguez Wealth Management Solutions, Inc. 0.13% New 428 $200K
Ti-Trust, Inc. 0.13% New 427 $200K
Legacy Wealth Managment, LLC 0.09% Reduce -9.0% 423 $198K
Fairscale Capital, LLC 0.13% No change 415 $194K
Alcosta Capital Management, Inc. 0.10% No change 409 $192K
Mascoma Wealth Management LLC 0.04% No change 399 $187K
Caitlin John, LLC 0.13% New 398 $186K
Kennebec Savings Bank 0.17% No change 388 $182K
Measured Wealth Private Client Group, LLC 0.05% New 383 $179K
Standard Family Office LLC 0.19% No change 380 $178K
DecisionPoint Financial, LLC 0.04% Reduce -66.8% 377 $178K
Davis Capital Management 0.12% — 379 $178K
Centerpoint Advisors, LLC 0.05% No change 375 $176K
Viewpoint Capital Management LLC 0.07% No change 362 $170K
United Community Bank 0.05% No change 360 $169K
MRP Capital Investments, LLC 0.14% No change 393 $167K
SRH Advisors, LLC 0.05% No change 356 $167K
SIMA Wealth Partners, LLC 0.13% No change 354 $166K
Grey Fox Wealth Advisors, LLC 0.03% New 341 $160K
Clayton Financial Group LLC 0.12% New 341 $160K
Cornerstone National Bank & Trust Co 0.06% No change 331 $155K
Sellwood Investment Partners LLC 0.06% Reduce -14.8% 328 $154K
Peoples Financial Services Corp. 0.07% Add +150.0% 325 $152K
Evergreen Private Wealth LLC 0.06% No change 313 $147K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 311 $146K
Milestone Investment Advisors LLC 0.04% No change 311 $146K
Duncker Streett & Co. Inc. 0.03% No change 310 $145K
Morling Financial Advisors, LLC 0.05% Reduce -34.8% 307 $144K
Templeton & Phillips Capital Management, LLC 0.10% No change 300 $141K
Evolution Wealth Management Inc. 0.14% No change 298 $140K
Crews Bank & Trust 0.02% No change 293 $137K
Wealth Watch Advisors, INC 0.06% New 292 $137K
Caldwell Sutter Capital, Inc. 0.06% No change 291 $136K
Noble Wealth Management PBC 0.07% — 288 $135K
Granite Investment Partners, LLC 0.01% No change 282 $132K
Avion Wealth 0.03% Add +54.6% 283 $132K
Signature Resources Capital Management, LLC 0.07% No change 280 $131K
High Note Wealth, LLC 0.03% No change 275 $129K
Financial Gravity Asset Management, Inc. 0.03% — 273 $128K
Tidemark, LLC 0.04% No change 270 $127K
Atlantic Private Wealth, LLC 0.08% No change 265 $124K
Clear Investment Research, LLC 0.16% No change 257 $120K
Cherry Tree Wealth Management, LLC 0.03% No change 255 $120K
CoreFirst Bank & Trust 0.06% No change 250 $117K
Red Lighthouse Investment Management, LLC 0.04% No change 250 $117K
Field & Main Bank 0.03% No change 250 $117K
Koesten, Hirschmann & Crabtree, INC. 0.05% No change 242 $113K
SYM FINANCIAL Corp 0.01% No change 237 $111K
Sachetta, LLC 0.04% Reduce -59.5% 231 $108K
Hanson & Doremus Investment Management 0.01% No change 227 $106K
Rosenberg Matthew Hamilton 0.02% No change 226 $106K
Luken Investment Analytics, LLC 0.04% Reduce -0.9% 223 $104K
RMG Wealth Management LLC 0.01% No change 220 $103K
Cloud Capital Management, LLC 0.05% New 216 $101K
Kiker Wealth Management, LLC 0.05% No change 203 $95K
Main Street Group, LTD 0.03% Add +101.0% 201 $94K
Winthrop Capital Management, LLC 0.02% No change 200 $94K
Advantage Trust Co 0.04% No change 200 $94K
Core Alternative Capital 0.03% Reduce -13.8% 200 $94K
Mill Capital Management, LLC 0.01% No change 200 $94K
Valley National Advisers Inc. 0.01% Reduce -95.5% 197 $92K
Gladwyn Financial Advisors, Inc. 0.07% Add +0.5% 195 $91K
Bernard Wealth Management Corp. 0.04% Reduce -48.7% 192 $90K
VSM Wealth Advisory, LLC 0.03% No change 184 $86K
Financial Freedom, LLC 0.04% No change 183 $86K
Richardson Financial Services Inc. 0.05% No change 172 $81K
Federation des caisses Desjardins du Quebec 0.00% Add +69.0% 169 $79K
Abound Wealth Management 0.02% No change 163 $76K
Fairman Group, LLC 0.06% No change 157 $74K
United Financial Planning Group LLC 0.05% — 597 $74K
Dunhill Financial, LLC 0.02% No change 154 $72K
Delta Asset Management LLC 0.01% No change 153 $72K
Quaker Wealth Management, LLC 0.02% No change 150 $70K
Provident Wealth Management, LLC 0.02% No change 150 $70K
Smallwood Wealth Investment Management, LLC 0.04% No change 150 $70K
Tanaka Capital Management Inc. 0.13% — 149 $70K
Compass Financial Services Inc 0.03% No change 146 $69K
Comprehensive Financial Planning, Inc. 0.05% No change 146 $68K
Westside Investment Management, Inc. 0.01% No change 145 $68K
Accredited Wealth Management, LLC 0.05% Reduce -47.8% 70 $67K
CNB Bank 0.03% Reduce -4.6% 144 $67K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 144 $67K
Mark Sheptoff Financial Planning, LLC 0.03% No change 140 $66K
Team Financial Group, LLC 0.03% No change 138 $65K
Twin Lakes Capital Management, LLC 0.03% No change 134 $63K
Kimelman & Baird, LLC 0.00% No change 130 $61K
MPWM Advisory Solutions, LLC 0.04% Add +18.2% 130 $61K
Sawyer & Company, Inc 0.02% Reduce -61.3% 141 $60K
Bear Mountain Capital, Inc. 0.02% Reduce -0.8% 126 $60K
First Community Trust NA 0.05% No change 125 $59K
American Capital Advisory, LLC 0.03% No change 116 $54K
POM Investment Strategies, LLC 0.03% No change 114 $53K
Steigerwald, Gordon & Koch Inc. 0.01% New 112 $53K
Flagship Wealth Advisors, LLC 0.02% Add +131.9% 109 $51K
one8zero8, LLC 0.01% Reduce -15.3% 100 $47K
Cranbrook Wealth Management, LLC 0.01% No change 100 $47K
Citizens National Bank Trust Department 0.01% No change 100 $47K
Security National Bank 0.01% No change 100 $47K
TCTC Holdings, LLC 0.00% No change 100 $47K
Manning & Napier Advisors LLC 0.00% New 100 $47K
Hughes Financial Services, LLC 0.01% No change 92 $44K
Bell Investment Advisors, Inc 0.01% Add +25.3% 94 $44K
Northwest Capital Management Inc 0.04% Reduce -95.4% 90 $42K
Pineridge Advisors LLC 0.01% No change 81 $38K
Creekmur Asset Management LLC 0.01% Reduce -1.3% 78 $37K
Seneschal Advisors, LLC 0.03% New 78 $37K
Morris Financial Concepts, Inc. 0.01% No change 78 $37K
Toth Financial Advisory Corp. 0.00% No change 73 $34K
Holos Integrated Wealth LLC 0.02% No change 74 $34K
Albion Financial Group 0.00% No change 72 $34K
Gables Capital Management Inc. 0.01% No change 69 $32K
Exchange Traded Concepts, LLC 0.00% Reduce -96.2% 68 $32K
Banque Cantonale Vaudoise 0.00% No change 60 $28K
Tower View Wealth Management LLC 0.01% No change 59 $28K
Byrne Asset Management LLC 0.02% No change 59 $28K
Gen-Wealth Partners Inc 0.01% No change 59 $28K
Alerus Financial NA 0.00% No change 59 $28K
Fourth Dimension Wealth, LLC 0.01% No change 56 $26K
Roxbury Financial LLC 0.02% No change 54 $25K
AllSquare Wealth Management LLC 0.01% No change 54 $25K
Armor Investment Advisors, LLC 0.01% No change 50 $23K
Avalon Trust Co 0.00% No change 49 $23K
Consultiva Wealth Management, Corp. 0.06% No change 48 $22K
Y.D. More Investments Ltd 0.00% No change 48 $22K
Nemes Rush Group LLC 0.00% No change 43 $20K
Ogorek Anthony Joseph /NY/ 0.01% No change 39 $18K
Resources Management Corp. /CT/ 0.00% No change 37 $17K
Founders Capital Management 0.01% No change 36 $17K
First Pacific Financial 0.00% Add +6.1% 35 $16K
Pathway Financial Advisers, LLC 0.00% New 35 $16K
Investment Counsel Co. of Nevada 0.03% No change 33 $15K
Richards, Merrill & Peterson, Inc. 0.01% No change 29 $14K
Physician Wealth Advisors, Inc. 0.00% No change 27 $13K
Dynamic Wealth Strategies, LLC 0.01% No change 27 $13K
HighMark Wealth Management LLC 0.01% Reduce -62.3% 26 $12K
Valued Wealth Advisors LLC 0.01% No change 26 $12K
Broadwater Capital Management LLC 0.01% Reduce -99.8% 25 $12K
Red Tortoise LLC 0.00% No change 22 $10K
Integrity Financial Corp 0.00% No change 22 $10K
10Elms LLP 0.01% No change 22 $10K
Concord Wealth Partners 0.00% Reduce -67.7% 20 $9K
Cape Investment Advisory, Inc. 0.01% Reduce -72.5% 19 $9K
Winch Advisory Services, LLC 0.00% No change 15 $7K
Kozak & Associates, Inc. 0.00% New 14 $7K
Bangor Savings Bank 0.00% No change 10 $5K
Morgan Dempsey Capital Management LLC 0.00% No change 9 $4K
1620 Investment Advisors, Inc. 0.00% No change 8 $4K
Tucker Asset Management LLC 0.00% Add +250.0% 7 $3K
Financial Network Wealth Advisors LLC 0.00% New 6 $3K
Lowe Wealth Advisors, LLC 0.00% No change 6 $3K
N.E.W. Advisory Services LLC 0.00% No change 5 $2K
Contravisory Investment Management, Inc. 0.00% No change 4 $2K
Horizon Investments, LLC 0.00% No change 4 $2K
Imprint Wealth LLC 0.00% — 1 $468

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