iShares Russell 1000 GrowthIWFETF

13F holders, Q4 2025 (December 31)
2,532holders +177
108new positions
73sold out
7famous investors
$471.86avg. 13F price*

At the end of Q4 2025, 2,532 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 177 from Q3 2025. 108 opened new positions and 73 sold out. The largest holders were Bank of America Corp. ($13.3B), Morgan Stanley ($13.1B) and FMR LLC ($4.0B). 7 famous investors held it, including Joel Greenblatt (0.1% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions108$424.2M
Exits73$120.2M

All 13F filers, Q3 2025 → Q4 2025: 9,501,341 shares bought and 6,283,975 shares sold, net +3,217,366 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,532 holders

Bank of America Corp. 0.97% Add +1.6% 28,021,788 $13.3B
Morgan Stanley 0.78% Add +2.2% 27,636,174 $13.1B
FMR LLC 0.20% Reduce -4.2% 8,419,923 $4.0B
JPMorgan Chase & Co. 0.24% Add +0.9% 7,496,501 $3.5B
Goldman Sachs Group Inc. 0.47% Reduce -3.5% 7,048,298 $3.3B
Northern Trust Corp. 0.34% Add +1.9% 5,560,417 $2.6B
Envestnet Asset Management Inc. 0.74% Add +1.9% 5,266,916 $2.5B
UBS Group AG 0.46% Reduce -16.9% 4,895,249 $2.3B
Wells Fargo & Company 0.45% Add +11.0% 4,822,176 $2.3B
LPL Financial LLC 0.49% Add +1.7% 3,755,659 $1.8B
Raymond James Financial Inc. 0.51% Add +2.6% 3,470,027 $1.6B
PNC Financial Services Group, Inc. 0.79% Reduce -1.5% 3,064,892 $1.5B
Baird Financial Group, Inc. 2.00% Reduce -1.6% 2,717,137 $1.3B
M&T Bank Corp 3.84% Reduce -0.2% 2,525,752 $1.2B
Truist Financial Corp. 1.32% Add +0.2% 2,088,999 $988.7M
Royal Bank of Canada 0.17% Add +16.2% 2,024,447 $958.2M
Focus Partners Wealth 1.03% Add +44.0% 1,908,493 $903.2M
Tiaa Trust, National Association 2.11% Reduce -2.3% 1,852,198 $880.6M
Commonwealth Equity Services, LLC 1.15% Reduce -9.2% 1,816,152 $859.6M
Signaturefd, LLC 12.89% Reduce -0.4% 1,782,890 $843.8M
Cetera Investment Advisers 0.81% Add +0.2% 1,563,061 $739.8M
Ameriprise Financial Inc. 0.16% Add +3.5% 1,473,399 $697.3M
Pinnacle Financial Partners, Inc. 4.93% — 1,378,722 $652.6M
Circle Wealth Management, LLC 9.94% Add +5.9% 1,363,473 $645.3M
Stifel Financial Corp. 0.55% Add +14.3% 1,284,186 $607.8M
HighTower Advisors, LLC 0.66% Reduce -0.6% 1,282,593 $607.1M
Bank of New York Mellon Corp 0.11% Add +4.4% 1,279,768 $605.7M
CIBC Private Wealth Group LLC 0.95% Add +26.4% 1,190,695 $563.6M
Rockefeller Capital Management L.P. 0.92% Add +20.8% 1,073,714 $508.2M
BlackRock, Inc. 0.01% Reduce -16.4% 985,874 $466.6M
US Bancorp \de 0.54% Add +3.9% 978,071 $462.9M
Cerity Partners LLC 0.67% Add +20.8% 964,215 $456.4M
Nuveen, LLC 0.11% Reduce -20.7% 922,097 $436.4M
GLOBALT Investments LLC / GA 15.66% Reduce -0.8% 906,369 $429.0M
Two Sigma Investments, LP 0.61% Add +38.7% 813,789 $385.2M
71 West Capital Partners 17.71% — 813,755 $385.2M
OpenArc Corporate Advisory, LLC 6.23% — 796,030 $376.8M
Janney Montgomery Scott LLC 0.85% Add +1.9% 778,101 $368.3M
Polen Capital Management LLC 1.57% Add +240.6% 776,086 $367.3M
Osaic Holdings, Inc. 0.52% Reduce -1.6% 757,177 $358.4M
Corient Private Wealth LP 0.46% Reduce -0.5% 710,262 $336.2M
Northwestern Mutual Wealth Management Co. 0.20% Reduce -2.1% 666,557 $315.5M
Dynasty Wealth Management, LLC 3.06% Add +1752.6% 657,578 $311.2M
Choreo, LLC 3.91% Add +0.5% 644,156 $307.2M
Comerica Bank 1.14% Reduce -1.6% 604,730 $286.2M
Mariner, LLC 0.33% Add +1.0% 584,629 $276.7M
Waldron Private Wealth LLC 10.68% Reduce -2.0% 570,836 $270.2M
1ST Source Bank 14.04% Reduce -0.5% 565,330 $267.6M
Clearstead Advisors, LLC 3.27% Reduce -0.9% 547,774 $259.3M
Citigroup Inc. 0.18% Reduce -10.2% 541,772 $256.4M
Brown Advisory Inc. 0.35% Add +74.2% 536,841 $254.1M
MML Investors Services, LLC 0.61% Add +2.9% 526,778 $249.3M
Jones Financial Companies LLLP 0.15% Add +8.1% 518,976 $245.6M
Ieq Capital, LLC 0.70% Add +7.9% 492,105 $232.9M
Cresset Asset Management, LLC 0.97% Add +0.6% 482,211 $228.2M
Creative Planning 0.16% Add +3.8% 478,804 $226.6M
Prudential Financial Inc. 0.27% Reduce -37.8% 469,828 $224.1M
Captrust Financial Advisors 0.42% Reduce -0.1% 466,486 $220.8M
Commerce Bank 1.19% Reduce -1.8% 453,533 $214.7M
Regions Financial Corp. 1.36% Reduce -1.4% 448,988 $212.5M
Mercer Global Advisors Inc. 0.31% Reduce -1.8% 430,661 $203.8M
Staley Capital Advisers Inc. 8.02% Reduce -0.0% 411,047 $194.5M
Johnson Financial Group, Inc. 7.26% Reduce -4.3% 409,922 $194.0M
Stairway Partners, LLC 9.69% Reduce -6.6% 395,667 $187.3M
Wealth Enhancement Advisory Services, LLC 0.25% Reduce -0.9% 393,249 $187.1M
MAI Capital Management 1.08% Reduce -1.8% 393,199 $186.1M
Fifth Third Bancorp 0.58% Reduce -0.6% 388,525 $183.9M
J.Safra Asset Management Corp 9.53% Add +4.6% 383,813 $181.7M
Lido Advisors, LLC 0.70% Reduce -0.3% 375,480 $176.6M
Silvercrest Asset Management Group LLC 1.19% Add +7.8% 365,273 $172.9M
D.A. Davidson & Co. 1.05% Reduce -0.1% 362,006 $171.3M
Oakworth Capital, Inc. 9.12% Reduce -1.1% 352,983 $167.1M
Natixis Advisors, LLC 0.23% Add +65.7% 349,850 $165.6M
Cullen/Frost Bankers, Inc. 1.80% Reduce -0.8% 346,021 $163.8M
Bank of Montreal 0.07% Reduce -1.2% 342,498 $162.1M
Hackensack Meridian Health, Inc. 14.54% New 337,000 $159.5M
T. Rowe Price Associates Inc. 0.02% Reduce -60.0% 318,840 $150.9M
Steward Partners Investment Advisory, LLC 0.82% Reduce -8.9% 314,465 $148.8M
Confluence Wealth Services, Inc. 5.91% Add +3.4% 301,211 $142.6M
Beacon Pointe Advisors, LLC 0.99% Reduce -5.5% 297,250 $140.7M
NewEdge Wealth, LLC 1.45% Add +135.5% 271,051 $128.3M
Pathstone Holdings, LLC 0.49% Reduce -0.1% 270,496 $128.0M
Modera Wealth Management, LLC 1.48% Reduce -1.4% 270,362 $128.0M
Private Advisor Group, LLC 0.60% Reduce -1.2% 269,696 $127.6M
Allworth Financial LP 0.52% Add +112.4% 266,004 $125.9M
Sun Mountain Capital Ltd 100.00% — 265,463 $125.6M
Blair William & Co. 0.33% Add +4.9% 263,018 $124.5M
Moneta Group Investment Advisors LLC 0.92% Reduce -2.7% 255,913 $121.1M
Stephens Inc. 1.51% Add +0.3% 255,439 $120.9M
Simon Quick Advisors, LLC 5.15% Reduce -2.3% 249,401 $118.0M
Federation des caisses Desjardins du Quebec 0.44% Add +143551.5% 242,771 $114.9M
Victory Capital Management Inc. 0.06% Add +77.3% 237,958 $112.6M
Alliancebernstein L.P. 0.03% Reduce -18.2% 233,671 $110.6M
Wellington Management Group LLP 0.02% New 229,155 $108.5M
Kensington Asset Management, LLC 5.54% No change 224,830 $107.2M
Orion Porfolio Solutions, LLC 0.78% Reduce -10.7% 225,323 $106.6M
Covenant Partners, LLC 30.31% Reduce -1.1% 219,004 $103.7M
NewEdge Advisors, LLC 0.36% Add +9.2% 210,929 $99.8M
Keybank National Association 0.36% Reduce -1.0% 210,655 $99.7M
HSBC Holdings PLC 0.06% Add +1.0% 207,280 $98.1M
Cambridge Investment Research Advisors, Inc. 0.26% Add +1.2% 205,720 $97.4M
Kestra Advisory Services, LLC 0.40% Add +15.6% 202,918 $96.0M
Waverly Advisors, LLC 0.77% Add +30.4% 200,563 $94.9M
Cedar Mountain Advisors, LLC 17.72% Reduce -0.7% 194,083 $91.9M
Baker Avenue Asset Management, LP 2.12% Reduce -0.3% 194,070 $91.9M
Thrivent Financial for Lutherans 0.17% Reduce -4.4% 191,553 $91.3M
Sanctuary Advisors, LLC 0.49% Add +15.9% 188,693 $89.3M
Americana Partners, LLC 2.39% Add +44.9% 183,774 $87.0M
First Business Financial Services, Inc. 7.91% Reduce -3.0% 182,074 $86.2M
Stephens Group Asset Management, LLC 5.66% Reduce -0.5% 179,032 $84.7M
EP Wealth Advisors, LLC 0.43% — 176,020 $83.3M
Bridges Investment Management Inc. 1.03% Reduce -1.3% 172,114 $81.5M
MV Capital Management, Inc. 7.61% Reduce -1.7% 167,323 $79.2M
BTG Pactual Asset Management US LLC 8.49% Reduce -13.2% 178,572 $75.8M
Ascent Wealth Partners, LLC 8.54% Reduce -2.2% 156,838 $74.2M
Oppenheimer & Co. Inc. 1.05% Add +40.1% 155,569 $73.6M
Bank of Nova Scotia 0.11% Reduce -33.3% 152,750 $72.3M
AQR Capital Management 0.04% Add +39.1% 151,001 $71.5M
Ellenbecker Investment Group 9.39% Add +1.8% 141,618 $67.0M
TruWealth Advisors, LLC 3.20% Reduce -4.9% 138,388 $65.5M
Paulson Wealth Management Inc. 14.65% Reduce -5.4% 133,967 $63.4M
Mesirow Financial Investment Management, Inc. 1.28% Reduce -30.7% 131,599 $62.3M
Cwm, LLC 0.17% Add +37.5% 130,580 $61.8M
AMG National Trust Bank 1.42% Reduce -1.5% 127,301 $60.3M
Mission Wealth Management, LP 1.22% Reduce -2.7% 126,922 $60.1M
Rodgers & Associates, LTD 6.03% Reduce -3.5% 125,775 $59.5M
Cynosure Group, LLC 6.05% Reduce -1.3% 125,643 $59.5M
Hantz Financial Services, Inc. 0.87% Add +1.4% 124,203 $58.8M
Quantinno Capital Management LP 0.12% Add +25.8% 123,941 $58.7M
Avidian Wealth Enterprises, LLC 2.13% Reduce -0.3% 123,532 $58.5M
CX Institutional 1.73% Reduce -3.4% 122,289 $57.9M
Badgley Phelps Wealth Managers, LLC 1.04% Add +7.8% 119,684 $56.6M
Marquette Asset Management, LLC 8.26% Reduce -1.1% 118,218 $56.0M
Relyea Zuckerberg Hanson LLC 5.64% Reduce -1.0% 117,900 $55.8M
Equitable Holdings, Inc. 0.38% Add +2.2% 117,015 $55.4M
Callan Family Office, LLC 1.19% Add +102.0% 116,778 $55.3M
Johnson Investment Counsel Inc. 0.45% Add +0.5% 116,211 $55.0M
Midwest Trust Co 0.69% Add +3.1% 116,001 $54.9M
Franklin Resources Inc. 0.01% Add +170.5% 115,796 $54.8M
Baron Silver Stevens Financial Advisors, LLC 7.91% Reduce -0.4% 115,751 $54.8M
Berkshire Money Management, Inc. 5.18% Add +1.1% 114,706 $54.3M
Capstone Financial Advisors, Inc. 2.89% Reduce -0.1% 114,689 $54.3M
Savant Capital, LLC 0.31% Reduce -4.8% 114,140 $54.0M
Nadler Financial Group, Inc. 4.91% Reduce -1.7% 111,632 $52.8M
William Blair Investment Management, LLC 0.15% Reduce -34.2% 111,339 $52.7M
Wilmington Savings Fund Society, FSB 1.20% Add +52.6% 108,059 $51.1M
Proathlete Wealth Management LLC 13.85% Add +2.2% 107,071 $50.8M
Kestra Private Wealth Services, LLC 0.61% Add +8.0% 104,269 $49.4M
Wealthspire Advisors, LLC 0.39% Reduce -50.3% 103,351 $48.9M
E&G Advisors, LLC 10.91% Reduce -0.7% 103,192 $48.8M
Allspring Global Investments Holdings, LLC 0.08% Add +4.8% 102,671 $48.4M
American Century Companies Inc. 0.02% Reduce -59.8% 102,235 $48.4M
Bokf, NA 0.73% Add +4.1% 101,393 $48.0M
HB Wealth Management, LLC 0.31% Add +11.9% 100,861 $47.7M
RMR Wealth Builders 3.81% Reduce -1.7% 100,602 $47.6M
TD Private Client Wealth LLC 1.01% Add +3.5% 100,000 $47.3M
NorthRock Partners, LLC 0.80% Reduce -10.4% 99,437 $47.1M
Woodard & Co. Asset Management Group Inc. 7.44% Add +13.9% 99,302 $47.0M
Life Line Wealth Management LLC 13.74% Reduce -3.5% 98,272 $46.5M
LBJ Family Wealth Advisors, Ltd. 25.48% Reduce -3.3% 97,888 $46.3M
Park Avenue Securities LLC 0.39% Add +3.5% 97,704 $46.2M
Hirtle & Co., LLC 1.78% Reduce -4.5% 97,621 $46.2M
Strategic Point Investment Advisors, LLC 6.39% Add +1.4% 97,613 $46.2M
United Capital Financial Advisors, LLC 0.28% Add +24.5% 96,821 $45.8M
Portfolio Strategies, Inc. 5.28% Reduce -0.7% 96,378 $45.6M
Principal Financial Group Inc. 0.02% Reduce -8.2% 95,355 $45.1M
Accredited Investors Inc. 2.35% Reduce -6.1% 93,306 $44.2M
Jennison Associates LLC 0.03% Add +241.3% 93,000 $44.0M
Ameritas Advisory Services, LLC 1.65% Add +57.3% 92,856 $43.9M
Waterway Wealth Management, LLC 9.82% Add +2.6% 155,356 $43.4M
RTD Financial Advisors, Inc. 5.27% Reduce -5.8% 91,276 $43.2M
BTC Capital Management, Inc. 2.88% Reduce -2.1% 87,202 $41.3M
MetLife Investment Management, LLC 0.20% Add +127.9% 86,600 $41.0M
StoneX Group Inc. 1.76% Reduce -3.3% 85,605 $40.5M
Capital Advisors Wealth Management, LLC 5.40% Reduce -0.0% 83,815 $39.7M
First Horizon Corp. 1.76% Reduce -1.5% 83,320 $39.4M
Bluesphere Advisors LLC 17.31% Add +1.0% 82,695 $39.1M
Sanchez Wealth Management Group 8.25% Reduce -2.1% 81,479 $38.6M
Oppenheimer Asset Management Inc. 0.47% Add +247.5% 80,995 $38.3M
Go Invest LLC 12.53% — 80,579 $38.1M
JFS Wealth Advisors, LLC 2.15% Reduce -8.0% 80,521 $38.1M
Robertson Stephens Wealth Management, LLC 1.07% Reduce -0.8% 80,272 $38.0M
XML Financial, LLC 3.10% Reduce -1.0% 80,253 $38.0M
Tsfg, LLC 5.60% Add +3.3% 79,144 $37.5M
Ullmann Wealth Partners Group, LLC 3.84% Reduce -0.9% 76,000 $36.9M
Simmons Bank 2.45% Reduce -1.4% 77,447 $36.7M
Fulton Bank, N.A. 1.26% Add +0.3% 77,304 $36.6M
Congress Asset Management Co. 0.26% Add +309.4% 76,657 $36.3M
Integrated Investment Consultants, LLC 7.12% Reduce -31.2% 76,646 $36.3M
Global Retirement Partners, LLC 0.64% Add +0.9% 76,359 $36.1M
Corundum Group, Inc. 12.09% Add +17.5% 76,132 $36.0M
Deutsche Bank AG 0.01% Add +0.2% 75,585 $35.8M
Parkside Financial Bank & Trust 2.66% Reduce -3.7% 75,060 $35.5M
B&D White Capital Company, LLC 4.11% Reduce -0.0% 75,018 $35.5M
Highland Capital Management, LLC 1.77% Reduce -0.8% 74,911 $35.5M
Arkadios Wealth Advisors 0.70% Add +76.5% 74,445 $35.2M
Montecito Bank & Trust 5.60% Reduce -0.8% 74,216 $35.1M
Smith, Moore & Co. 2.65% Add +0.1% 74,169 $35.1M
Rwa Wealth Partners, LLC 0.38% Reduce -43.1% 73,960 $35.0M
Wellspring Financial Advisors, LLC 2.76% Reduce -3.2% 73,672 $34.9M
Avantax Planning Partners, Inc. 0.96% Reduce -8.4% 72,138 $34.1M
VestGen Advisors, LLC 1.45% Add +1.0% 72,085 $34.1M
SCS Capital Management LLC 0.36% Add +1.4% 71,958 $34.1M
Ami Asset Management Corp. 1.93% Add +542.6% 71,879 $34.0M
Saiph Capital, LLC 12.21% Reduce -5.4% 71,837 $34.0M
Ashton Thomas Private Wealth, LLC 0.83% Add +0.1% 71,631 $33.9M
Caliber Wealth Management, LLC / KS 3.62% Reduce -2.1% 71,061 $33.6M
Condor Capital Management 2.71% Add +0.3% 70,698 $33.5M
DSM Capital Partners LLC 0.50% Add +10242.5% 70,639 $33.4M
Winslow Capital Management, LLC 0.11% Add +181.4% 70,412 $33.3M
Fort Washington Investment Advisors Inc. 0.18% Reduce -0.0% 70,146 $33.2M
Kayne Anderson Rudnick Investment Management LLC 0.09% Add +21.0% 69,916 $33.1M
Jasper Ridge Partners, L.P. 0.73% No change 69,729 $33.0M
Sheridan Capital Management, LLC 16.68% Add +2.9% 69,519 $32.9M
Envestnet Portfolio Solutions, Inc. 0.11% Add +8.1% 68,806 $32.6M
Black Swift Group, LLC 5.43% Reduce -0.5% 68,710 $32.5M
Ball & Co Wealth Management Inc. 20.84% Reduce -11.3% 68,372 $32.4M
Ascent Group, LLC 1.10% Reduce -3.8% 68,251 $32.3M
Flaharty Asset Management, LLC 4.02% Reduce -39.4% 67,988 $32.2M
Fifth Third Wealth Advisors LLC 1.13% Add +3.3% 67,884 $32.1M
WCG Wealth Advisors LLC 0.89% Reduce -2.1% 67,457 $31.9M
Capital Planning Advisors, LLC 4.12% Add +1.6% 65,076 $30.8M
PFW Advisors LLC 9.19% Reduce -1.5% 64,270 $30.4M
TCW Group Inc. 0.21% New 62,304 $29.5M
Evercore Wealth Management, LLC 0.43% Add +5.6% 61,676 $29.2M
Concurrent Investment Advisors, LLC 0.33% Add +730.5% 61,441 $29.1M
Legacy Edge Advisors, LLC 3.16% Add +0.6% 61,059 $28.9M
Nwam LLC 1.61% Reduce -2.4% 60,937 $28.8M
Boulder Wealth Advisors, LLC 12.15% Reduce -0.6% 60,756 $28.8M
Claro Advisors Inc. 3.89% Add +11.3% 60,362 $28.6M
First Citizens Bank & Trust Co. 0.59% Add +0.1% 60,180 $28.5M
Fifth Third Securities, Inc. 1.85% Add +7.5% 59,807 $28.3M
First National Bank of Omaha 0.84% Add +4345.3% 59,123 $28.2M
Jmac Enterprises LLC 5.36% Add +2.5% 59,275 $28.1M
DT Investment Partners, LLC 2.31% No change 59,017 $27.9M
Atria Investments, Inc 0.31% Add +40.2% 57,025 $27.0M
&partners 0.14% Add +36.9% 56,125 $26.7M
Itau Unibanco Holding S.A. 0.65% Reduce -25.5% 55,861 $26.4M
Summit Wealth Partners, LLC 4.88% Reduce -0.4% 55,777 $26.4M
Aptus Capital Advisors, LLC 0.22% Reduce -0.2% 55,163 $26.1M
Montag A & Associates Inc. 1.18% Reduce -0.4% 54,707 $25.9M
Neuberger Berman Group LLC 0.02% Add +6.2% 54,656 $25.9M
Wetzel Investment Advisors, Inc. 10.47% Reduce -1.2% 54,439 $25.8M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -17.1% 53,680 $25.4M
Susquehanna International Group, LLP 0.03% Add +4.8% 53,649 $25.4M
VAUGHAN & Co SECURITIES, INC. 12.91% Reduce -0.1% 52,754 $25.0M
GHP Investment Advisors, Inc. 1.02% Reduce -0.7% 52,587 $24.9M
Roble, Belko & Company, Inc 3.20% No change 51,653 $24.4M
Apella Capital, LLC 0.48% Add +0.7% 51,155 $24.2M
Ballentine Partners, LLC 0.34% Reduce -8.6% 50,914 $24.1M
Visionary Wealth Advisors 1.09% Reduce -1.6% 50,862 $24.1M
Sonoma Allocations LLC 7.93% Add +6.2% 51,074 $23.9M
Haverford Trust Co 0.21% Reduce -6.6% 50,362 $23.8M
Spire Wealth Management 0.80% Reduce -0.7% 50,277 $23.8M
PW Nova Financial Services LLC 8.96% — 50,128 $23.6M
McKinley Carter Wealth Services, Inc. 1.32% Reduce -5.0% 49,928 $23.6M
LWM Advisors Inc. 20.70% Reduce -1.1% 49,730 $23.5M
Atticus Wealth Management, LLC 5.77% Add +0.8% 49,388 $23.4M
Affiance Financial, LLC 3.75% Add +13.5% 49,280 $23.3M
Fidelis Capital Partners, LLC 1.68% Reduce -8.8% 48,969 $23.2M
Blodgett Wealth Advisors, LLC 16.05% Reduce -0.5% 48,605 $23.0M
First Foundation Advisors 0.86% Reduce -3.7% 48,262 $22.8M
Ryan Investment Management, Inc. 12.64% Reduce -27.4% 48,216 $22.8M
Clearstead Trust, LLC 3.59% Add +2496.8% 48,196 $22.8M
BNP Paribas Financial Markets 0.01% Add +57.6% 48,017 $22.7M
Winthrop Advisory Group LLC 1.92% Reduce -0.5% 47,966 $22.7M
Bleakley Financial Group, LLC 0.39% Add +122.6% 47,948 $22.7M
SlateStone Wealth, LLC 1.89% Reduce -0.7% 47,752 $22.6M
Cooksen Wealth, LLC 16.40% Reduce -0.1% 47,379 $22.4M
Whitegate Investment Counselors, Inc. 6.98% Reduce -0.6% 47,228 $22.4M
MOR Wealth Management, LLC 10.17% — 47,022 $22.3M
Tradition Wealth Management, LLC 1.58% Reduce -0.7% 46,660 $22.1M
Dorsey & Whitney Trust CO LLC 1.17% Reduce -5.3% 46,577 $22.0M
Mather Group, Llc. 0.23% Reduce -5.4% 46,389 $22.0M
Bradley Foster & Sargent Inc. 0.32% Reduce -0.8% 46,368 $21.9M
Nestegg Advisors, Inc. 18.73% Reduce -0.3% 46,315 $21.9M
Farther Finance Advisors, LLC 0.23% Add +59.3% 46,216 $21.9M
Procyon Advisors, LLC 1.07% Add +43.1% 45,821 $21.7M
Kelly Financial Group LLC 5.51% Add +2.6% 45,811 $21.7M
Advisor OS, LLC 1.72% Add +13.1% 45,220 $21.4M
Focus Partners Advisor Solutions, LLC 0.26% Add +71.8% 45,134 $21.4M
Freestone Capital Holdings, LLC 0.63% Reduce -8.1% 44,544 $21.1M
STAR Financial Bank 10.77% Reduce -1.0% 44,542 $21.1M
Bison Wealth, LLC 2.36% Reduce -10.2% 49,057 $21.0M
Curtis Advisory Group, LLC 4.40% Reduce -12.5% 44,277 $21.0M
Sunburst Financial Group, LLC 4.24% No change 44,257 $20.9M
Merit Financial Group, LLC 0.17% Add +172.5% 44,105 $20.9M
Allianz Asset Management GmbH 0.02% Reduce -46.9% 43,400 $20.5M
Breakwater Capital Group 2.87% Add +13.7% 43,395 $20.5M
Stillwater Capital Advisors, LLC 2.19% Add +6.9% 43,121 $20.4M
Alongside, LLC 6.74% — 42,903 $20.3M
Retirement Income Solutions, Inc. 3.43% Reduce -3.0% 42,695 $20.2M
Occidental Asset Management, LLC 2.41% Reduce -0.1% 42,443 $20.1M
Sonata Capital Group Inc. 7.23% Reduce -1.5% 42,303 $20.0M
Westshore Wealth, LLC 6.63% Reduce -4.1% 42,267 $20.0M
Accretive Wealth Partners, LLC 5.92% Add +1.6% 42,151 $20.0M
Cary Street Partners Financial LLC 0.49% Add +15.9% 42,143 $19.9M
Keel Point, LLC 1.20% Add +0.7% 42,064 $19.9M
One Capital Management, LLC 0.60% Add +0.8% 41,800 $19.8M
Composition Wealth, LLC 0.28% Reduce -5.1% 41,734 $19.8M
Sylvest Advisors, LLC 10.46% Add +1.2% 41,417 $19.6M
Schneider Downs Wealth Management Advisors, LP 2.20% Reduce -0.4% 41,184 $19.5M
MJP Associates Inc. 2.44% Add +17.2% 41,154 $19.5M
Quest Investment Management LLC 2.10% Add +98.0% 41,148 $19.5M
Crescent Grove Advisors, LLC 1.85% Reduce -2.0% 41,073 $19.4M
Clear Harbor Asset Management, LLC 1.33% Add +1.9% 40,967 $19.4M
Summit Financial, LLC 0.28% Add +8.5% 40,437 $19.1M
Sagespring Wealth Partners, LLC 0.35% Reduce -3.9% 40,346 $19.1M
Lebenthal Global Advisors, LLC 2.94% Add +49.5% 40,305 $19.1M
Nvest Financial, LLC 7.90% Add +38.1% 40,134 $19.0M
Flynn Zito Capital Management, LLC 6.72% Add +1.3% 39,701 $18.8M
Regent Peak Wealth Advisors LLC 3.70% Reduce -1.2% 39,605 $18.7M
Choate Investment Advisors 0.36% Reduce -3.0% 39,210 $18.6M
Objectivity Squared, LLC 10.32% Add +0.7% 38,973 $18.4M
Pointe Capital Management LLC 9.07% Add +3.1% 38,644 $18.3M
Ethos Financial Group, LLC 1.35% Reduce -1.0% 38,440 $18.2M
Great Valley Advisor Group, Inc. 0.35% Add +0.2% 38,082 $18.0M
Prime Capital Investment Advisors, LLC 0.22% Add +4.2% 37,929 $18.0M
MidFirst Bank 1.42% — 37,632 $17.8M
Townsquare Capital LLC 3.97% Add +101.6% 37,430 $17.7M
Bessemer Group Inc. 0.03% Add +3.0% 37,282 $17.6M
O'Brien Wealth Partners LLC 2.33% Reduce -5.1% 37,249 $17.6M
Citizens Financial Group Inc. 0.24% Reduce -0.9% 37,137 $17.6M
O'shaughnessy Asset Management, LLC 0.10% Reduce -3.9% 36,839 $17.4M
Newport Capital Group, LLC 10.59% Reduce -1.1% 36,588 $17.3M
Rhumbline Advisers 0.01% Add +18.0% 36,373 $17.2M
OneDigital Investment Advisors LLC 0.17% Reduce -8.6% 35,993 $17.0M
Investment Partners, LTD. 5.94% Reduce -0.3% 35,869 $17.0M
Compass Financial Group, Inc. 7.46% Reduce -1.1% 35,730 $16.9M
GM Advisory Group, LLC 0.65% Add +11.0% 35,315 $16.7M
Stratos Wealth Partners, LTD. 0.19% Add +3.3% 35,283 $16.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +231.1% 35,234 $16.7M
JMG Financial Group, Ltd. 0.47% Reduce -2.1% 34,995 $16.6M
Dakota Wealth Management 0.29% Add +1.9% 34,979 $16.6M
AdvisorShares Investments LLC 2.74% New 34,636 $16.4M
Curi Capital, LLC 0.28% Reduce -1.7% 34,590 $16.4M
Intrepid Financial Planning Group LLC 6.20% Reduce -0.5% 34,482 $16.3M
Meramec Financial Planners, LLC 6.36% — 35,693 $16.3M
Denver Wealth Management, Inc. 5.76% Add +7.4% 34,352 $16.3M
Genesis Private Wealth, LLC 5.04% Add +7.1% 34,312 $16.2M
One Wealth Advisors, LLC 1.97% Reduce -2.3% 33,529 $16.1M
Vanguard Group Inc. 0.00% Add +1.6% 33,839 $16.0M
Grove Bank & Trust 1.80% Add +7.8% 33,748 $16.0M
Brookstone Capital Management 0.18% Reduce -10.4% 33,604 $15.9M
Tower Research Capital LLC (TRC) 0.38% Add +11.2% 33,498 $15.9M
Bryn Mawr Trust Advisors, LLC 0.76% Add +24.4% 33,295 $15.8M
HBK Sorce Advisory LLC 0.36% Add +0.8% 34,474 $15.7M
Gotham Asset Management 0.06% Add +8.8% 32,777 $15.5M
Bitterroot Capital Advisors LLC 10.41% — 32,126 $15.2M
IHT Wealth Management, LLC 0.37% Reduce -2.9% 31,989 $15.1M
Stonebridge Financial Group, LLC 1.29% Reduce -0.1% 31,934 $15.1M
Summit Trail Advisors, LLC 0.26% Reduce -78.9% 31,862 $15.1M
Walsh & Associates, LLC 14.81% — 31,738 $15.0M
Prospera Financial Services Inc 0.25% Reduce -69.7% 31,589 $15.0M
Flow Traders U.S. LLC 0.49% Add +27.6% 31,592 $15.0M
Clearbridge Investments, LLC 0.01% Add +2706.4% 31,432 $14.9M
Narwhal Capital Management 1.08% No change 31,327 $14.8M
Valeo Financial Advisors, LLC 0.33% Add +1.5% 32,927 $14.7M
West Bancorporation Inc. 7.67% Add +2.4% 30,920 $14.6M
Arcadia Wealth Management, LLC 5.39% Reduce -5.0% 30,634 $14.5M
RFG Advisory, LLC 0.27% Reduce -8.6% 30,489 $14.4M
FDx Advisors, Inc. 7.35% Reduce -2.4% 30,469 $14.4M
Parallel Advisors, LLC 0.26% Add +3.9% 30,266 $14.3M
American State Bank (Iowa) 6.88% Add +7.6% 30,214 $14.3M
Sowell Financial Services LLC 0.52% Add +6.6% 30,064 $14.2M
Finley Financial, LLC 6.49% Reduce -2.4% 29,920 $14.2M
Financial Engines Advisors L.L.C. 0.03% Reduce -7.7% 29,885 $14.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.21% Add +22.0% 29,669 $14.0M
Associated Banc-Corp 0.36% Add +26.5% 29,373 $13.9M
Zacks Investment Management 0.11% Add +182.4% 29,350 $13.9M
Brand Asset Management Group, Inc. 3.88% Reduce -1.4% 29,340 $13.9M
Ballast, Inc. 3.24% Add +17.0% 29,206 $13.8M
Pacific Sage Partners, LLC 2.19% Reduce -0.2% 29,112 $13.8M
Sage Financial Group Inc. 0.91% Reduce -0.9% 28,947 $13.7M
2UniFi Bank 6.45% Add +3.7% 28,720 $13.6M
Stevens Capital Partners 3.55% Add +16.8% 28,695 $13.6M
Connecticut Wealth Management, LLC 0.59% Reduce -4.5% 28,520 $13.5M
Blue Trust, Inc. 0.15% Add +16.1% 28,355 $13.4M
Clientfirst Wealth Management, LLC 10.74% No change 28,264 $13.4M
Sequoia Financial Advisors, LLC 0.07% Add +28.8% 28,161 $13.3M
Axxcess Wealth Management, LLC 0.24% Add +48.5% 28,128 $13.3M
Hardy Reed LLC 0.93% Reduce -0.1% 27,637 $13.1M
Advisory Services Network, LLC 0.18% Add +18.4% 27,576 $13.1M
BCGM Wealth Management, LLC 3.32% Reduce -1.4% 27,473 $13.0M
FMA Wealth Management, LLC 8.39% Reduce -5.2% 27,363 $13.0M
Epiq Partners, LLC 6.20% Reduce -3.6% 27,268 $12.9M
Whittier Trust Co. 0.14% Reduce -0.8% 27,034 $12.9M
Allen Investment Management, LLC 0.14% Add +7.6% 27,065 $12.8M
Brickley Wealth Management 2.16% Reduce -3.5% 27,049 $12.8M
AlTi Global, Inc. 0.27% Reduce -9.6% 26,929 $12.7M
Flputnam Investment Management Co. 0.18% Reduce -0.9% 26,662 $12.6M
Peapack Gladstone Financial Corp. 0.16% Add +0.7% 26,648 $12.6M
Busey Bank 0.33% Add +0.0% 26,400 $12.5M
Highland Financial Advisors, LLC 3.45% Add +0.0% 26,321 $12.5M
Snowden Capital Advisors LLC 0.32% Add +16.1% 26,207 $12.4M
Napier Financial, LLC 3.10% — 26,192 $12.4M
Meritage Portfolio Management 0.82% Add +0.8% 26,066 $12.3M
Sapient Capital LLC 0.17% Add +6.0% 25,798 $12.3M
American Institute for Advanced Investment Management, LLP 7.85% Reduce -1.8% 25,807 $12.2M
Compound Planning, Inc. 0.36% Reduce -13.3% 25,745 $12.2M
Coldstream Capital Management Inc. 0.16% Add +2.4% 25,624 $12.1M
Tobias Financial Advisors, Inc. 1.71% Reduce -1.1% 25,622 $12.1M
Gilliland Jeter Wealth Management LLC 3.66% Add +0.7% 25,558 $12.1M
Argent Trust Co 0.41% Reduce -2.7% 25,409 $12.0M
Newbrook Capital Advisors LP 1.49% Reduce -61.8% 25,172 $11.9M
Nottingham Advisors, Inc. 1.66% Reduce -16.6% 25,167 $11.9M
Patten Group, Inc. 2.19% Add +11.6% 24,994 $11.8M
Oldfather Financial Services, LLC 3.44% Reduce -3.7% 24,441 $11.6M
Western Wealth Management, LLC 0.53% Add +8.5% 24,377 $11.5M
Squarepoint Ops LLC 0.02% New 24,375 $11.5M
Arbor Investment Advisors, LLC 1.51% Reduce -0.1% 24,290 $11.5M
Matrix Asset Advisors Inc. 1.03% Add +3.5% 24,187 $11.4M
Conning Inc. 0.40% No change 24,087 $11.4M
Venture Visionary Partners LLC 0.37% Reduce -0.7% 23,863 $11.4M
Loomis Sayles & Co. L P 0.01% No change 24,061 $11.4M
Global Strategic Investment Solutions, LLC 1.11% Add +0.0% 24,010 $11.4M
Fsa Wealth Partners, Inc. 4.08% Reduce -34.0% 23,960 $11.3M
FLC Capital Advisors 2.09% Reduce -1.1% 23,867 $11.3M
ARK & TLK Investments, LLC 3.08% Reduce -1.4% 23,664 $11.2M
Chicago Wealth Management, Inc. 4.50% Add +3.3% 23,649 $11.2M
Pettinga Financial Advisors LLC 2.11% Add +2.1% 23,469 $11.1M
SG Americas Securities, LLC 0.01% Add +3262.7% 23,371 $11.1M
Edgewood Management LLC 0.05% New 23,302 $11.0M
Paragon Financial Partners, Inc. 6.69% Reduce -0.9% 22,982 $10.9M
Rehmann Capital Advisory Group 0.56% Add +21.6% 22,898 $10.8M
Perigon Wealth Management, LLC 0.19% Add +11.8% 22,734 $10.8M
Stock Yards Bank & Trust Co. 0.33% Add +7.7% 22,688 $10.7M
White Lighthouse Investment Management Inc. 1.50% Reduce -1.7% 22,655 $10.7M
J.W. Cole Advisors, Inc. 0.26% Add +2.9% 26,075 $10.7M
NovaPoint Capital, LLC 2.75% Reduce -6.9% 22,584 $10.7M
Holistic Financial Partners 3.88% Add +0.6% 22,577 $10.7M
Truepoint, Inc. 0.24% Reduce -3.3% 22,469 $10.6M
Arete Wealth Advisors, LLC 0.74% Add +0.2% 22,461 $10.6M
SVB Wealth LLC 0.62% Reduce -35.9% 22,324 $10.6M
Eukles Asset Management 4.11% Reduce -2.7% 22,316 $10.6M
Presper Financial Architects, LLC 5.96% Add +0.8% 22,264 $10.5M
Diversified Trust Co. 0.19% Add +0.6% 22,062 $10.4M
UMB Bank, n.a. 0.14% Add +11.4% 22,033 $10.4M
Legal & General Group Plc 0.00% Add +74.8% 21,818 $10.4M
Willis Johnson & Associates, Inc. 0.64% Add +0.1% 21,769 $10.3M
NTV Asset Management LLC 1.09% Reduce -3.0% 21,712 $10.3M
Cresta Advisors, Ltd. 4.30% Reduce -0.8% 21,670 $10.3M
Sepio Capital, LP 0.56% Add +165.4% 21,572 $10.2M
Fiduciary Trust Co 0.12% Reduce -3.5% 21,507 $10.2M
Next Capital Management LLC 3.25% Add +11.7% 21,471 $10.2M
Paladin Advisory Group, LLC 7.41% Reduce -4.0% 21,447 $10.2M
Sound View Wealth Advisors Group, LLC 0.67% Reduce -5.5% 21,228 $10.0M
SOA Wealth Advisors, LLC. 1.65% Reduce -0.4% 21,093 $10.0M
Community Bank, N.A. 1.17% Reduce -2.6% 20,889 $9.9M
1900 Wealth Management LLC 0.63% Add +0.5% 20,840 $9.9M
Gerber Kawasaki Wealth & Investment Management 0.34% Add +3.5% 20,765 $9.8M
Wealthcare Advisory Partners LLC 0.19% Reduce -4.2% 20,728 $9.8M
Bay Capital Advisors, LLC 5.96% Add +3.1% 20,642 $9.8M
Kingsview Wealth Management, LLC 0.14% Add +3.8% 20,554 $9.7M
Mill Creek Capital Advisors, LLC 0.20% Reduce -10.4% 20,487 $9.7M
Frederick Financial Consultants, LLC 5.31% Reduce -0.1% 20,478 $9.7M
Cyndeo Wealth Partners, LLC 0.52% Add +11.5% 20,431 $9.7M
Saxon Interests, Inc. 3.39% Reduce -13.7% 20,230 $9.6M
Ferguson Johnson Wealth Management Inc 7.91% — 20,099 $9.5M
Northern Lights Advisors, Inc. 6.53% — 20,096 $9.5M
Zuckerman Investment Group, LLC 0.85% Add +3.7% 20,006 $9.5M
Apollon Wealth Management, LLC 0.16% Add +2.0% 19,989 $9.5M
Potentia Wealth 3.46% Add +11.9% 19,965 $9.4M
Vestmark Advisory Solutions, Inc. 0.13% Add +178.8% 19,857 $9.4M
Berkshire Asset Management LLC 0.41% Reduce -2.3% 19,807 $9.4M
Landaas & Co. /Wi 2.05% Reduce -0.6% 19,712 $9.3M
St. Louis Trust Co 1.07% No change 19,637 $9.3M
Bawa N Mallick Trust 3.44% No change 19,550 $9.3M
Pure Financial Advisors, LLC 0.14% Add +0.8% 19,491 $9.2M
Counterweight Ventures, LLC 5.14% Add +0.3% 19,372 $9.2M
Capital Advisors, Ltd. LLC 1.03% Reduce -70.6% 42,891 $9.1M
Icon Wealth Advisors, LLC 0.60% Add +48.0% 19,088 $9.0M
Osbon Capital Management LLC 8.43% — 19,033 $9.0M
Prosperity Consulting Group, LLC 0.40% Add +14.6% 18,799 $8.9M
Vise Technologies, Inc. 0.17% Add +99.3% 18,781 $8.9M
Rebalance, LLC 0.52% Reduce -12.0% 18,771 $8.9M
Mutual Advisors, LLC 0.19% Reduce -1.8% 18,736 $8.9M
Northstar Group, Inc. 1.24% Add +0.0% 18,652 $8.8M
Rothschild Investment LLC 0.49% Add +0.3% 18,644 $8.8M
Provenance Wealth Advisors, LLC 0.98% Add +0.9% 18,615 $8.8M
Quent Capital, LLC 0.63% Reduce -1.3% 18,557 $8.8M
CENTRAL TRUST Co 0.17% Reduce -1.1% 18,522 $8.8M
Market Street Wealth Management Advisors LLC 1.36% Reduce -0.9% 18,450 $8.7M
Alesco Advisors, LLC, An ESL Co 0.23% No change 18,428 $8.7M
OMNI 360 Wealth, Inc. 4.46% Add +0.0% 18,511 $8.7M
Ancora Advisors LLC 0.18% Reduce -15.7% 18,362 $8.7M
Old National Bancorp 0.14% Reduce -5.8% 18,348 $8.7M
Personal Cfo Solutions, LLC 1.38% New 18,329 $8.7M
Sax Wealth Advisors, LLC 0.41% Reduce -7.6% 18,311 $8.7M
Fidelity D & D Bancorp Inc. 3.74% Add +1.2% 18,305 $8.7M
Jackson Wealth Management, LLC 0.84% Reduce -15.8% 18,261 $8.6M
New England Private Wealth Advisors LLC 1.07% Add +0.5% 18,235 $8.6M
Certuity, LLC 0.54% Reduce -1.6% 18,156 $8.6M
Mgo One Seven LLC 0.17% Reduce -4.8% 18,103 $8.6M
TFO Wealth Partners, LLC 1.28% Reduce -0.6% 18,094 $8.6M
CFM Wealth Partners LLC 1.23% Reduce -5.4% 17,996 $8.5M
Smith & Howard Wealth Management, LLC 1.95% Reduce -0.5% 17,968 $8.5M
Mycio Wealth Partners, LLC 1.76% Add +0.1% 17,958 $8.5M
Ruggaard & Associates LLC 3.34% Reduce -10.0% 17,900 $8.5M
McAdam, LLC 0.39% Reduce -2.6% 17,796 $8.4M
Beirne Wealth Consulting Services, LLC 2.44% Reduce -32.8% 17,785 $8.4M
Linscomb Wealth, Inc. 0.35% Reduce -2.0% 17,707 $8.4M
Sovran Advisors, LLC 0.71% Add +4.1% 17,780 $8.4M
Altus Wealth Group LLC 3.33% Add +0.3% 17,624 $8.3M
Cornerstone Advisory, LLC 0.80% Reduce -2.4% 17,617 $8.3M
AE Wealth Management LLC 0.05% Add +13.7% 17,593 $8.3M
Diversify Wealth Management, LLC 0.39% Add +109.4% 17,500 $8.3M
Indiana Trust & Investment Management Co 2.45% Reduce -0.1% 17,586 $8.3M
Laird Norton Wetherby Trust Company, LLC 0.17% New 17,432 $8.3M
Greenspring Advisors, LLC 0.51% Add +207.8% 17,394 $8.2M
Three Bridge Wealth Advisors, LLC 2.17% Add +0.0% 17,390 $8.2M
Monument Capital Management 2.03% Add +4.0% 17,217 $8.1M
Hilltop Holdings Inc. 0.49% Add +19.8% 17,199 $8.1M
Oarsman Capital, Inc. 1.06% Add +8.2% 17,178 $8.1M
Tanglewood Legacy Advisors, LLC 3.05% Reduce -1.3% 17,163 $8.1M
Partnership Wealth Management, LLC 5.82% Reduce -5.4% 17,084 $8.1M
Dimension Capital Management LLC 1.13% Reduce -1.5% 17,075 $8.1M
Caprock Group, LLC 0.17% Reduce -0.2% 17,004 $8.0M
Pitcairn Wealth Advisors LLC 0.72% — 16,912 $8.0M
Cornerstone Planning Group LLC 1.24% Add +0.8% 16,823 $8.0M
SOL Capital Management CO 0.71% Reduce -1.8% 16,737 $7.9M
Harbour Capital Advisors, LLC 1.61% Reduce -2.0% 16,722 $7.9M
Opes Wealth Management LLC 1.33% Reduce -1.3% 16,565 $7.8M
IFG Advisory, LLC 0.34% Reduce -0.4% 16,516 $7.8M
Integrated Wealth Concepts LLC 0.09% Reduce -39.7% 16,483 $7.8M
GTS Securities LLC 0.27% Add +7.6% 16,469 $7.8M
Next Level Private LLC 2.04% Reduce -3.8% 16,455 $7.8M
Dixon Fnancial Services, Inc. 3.42% No change 16,286 $7.7M
Legacy Advisors, LLC 0.82% Reduce -7.8% 16,178 $7.7M
Assetmark, Inc. 0.02% Add +26.0% 16,172 $7.7M
Garde Capital, Inc. 0.45% Reduce -1.3% 16,140 $7.6M
Central Valley Advisors, LLC 2.27% Reduce -2.6% 16,035 $7.6M
Level Four Advisory Services, LLC 0.25% Add +0.1% 16,033 $7.6M
Mathes Company, Inc. 2.72% Add +7.0% 16,000 $7.6M
Pinnacle Associates Ltd. 0.10% Reduce -0.3% 15,894 $7.5M
CJM Wealth Advisers, Ltd. 2.24% Reduce -3.6% 15,825 $7.5M
Tandem Financial, LLC 9.02% Add +84.0% 18,588 $7.5M
Heck Capital Advisors, LLC 0.56% Add +22.9% 15,761 $7.5M
FineMark National Bank & Trust 0.23% Add +0.1% 15,684 $7.4M
Forvis Mazars Wealth Advisors, LLC 0.14% Add +2.0% 15,681 $7.4M
Apriem Advisors 0.68% Reduce -0.1% 15,653 $7.4M
Cornerstone Advisors Asset Management, LLC 1.20% Add +0.0% 15,622 $7.4M
EPG Wealth Management LLC 1.99% Reduce -0.2% 15,596 $7.4M
Talisman Wealth Advisors LLC 5.74% Add +3.6% 15,567 $7.4M
Meridian Wealth Advisors, LLC 1.02% Add +0.3% 15,575 $7.4M
Tolleson Wealth Management, Inc. 1.06% Reduce -5.3% 15,453 $7.3M
Avity Investment Management Inc. 0.51% Reduce -6.0% 15,424 $7.3M
Smartleaf Asset Management LLC 0.28% Reduce -32.9% 15,276 $7.3M
DHJJ Financial Advisors, Ltd. 2.41% Reduce -2.0% 15,354 $7.3M
Brown Brothers Harriman & Co. 0.04% Reduce -37.0% 15,349 $7.3M
Gladstone Institutional Advisory LLC 0.27% Reduce -5.9% 15,204 $7.2M
Massachusetts Financial Services Co. 0.00% Add +203.7% 15,108 $7.2M
Summit Wealth Group LLC / Co. 0.94% Add +167.6% 15,026 $7.1M
City Holding Co. 0.87% Reduce -12.5% 14,992 $7.1M
Canal Capital Management, LLC 1.00% Reduce -0.1% 14,875 $7.0M
Equitable Trust Co. 0.31% Add +0.2% 14,852 $7.0M
Kingswood Wealth Advisors, LLC 0.34% Add +40.2% 14,813 $7.0M
AlphaCore Capital LLC 0.15% Reduce -8.2% 14,590 $6.9M
Strategic Family Wealth Counselors, L.L.C. 1.55% Add +3.8% 15,014 $6.9M
Leavell Investment Management, Inc. 0.29% Add +0.9% 14,501 $6.9M
Embree Financial Group 0.84% Reduce -6.9% 14,388 $6.8M
Tocqueville Asset Management L.P. 0.10% Add +135.1% 14,356 $6.8M
Harbor Investment Advisory, LLC 0.51% Add +8.3% 14,352 $6.8M
Opus Capital Group, LLC 0.73% Reduce -0.9% 14,226 $6.7M
Osborne Partners Capital Management, LLC 0.34% Add +1.4% 14,147 $6.7M
Widmann Financial Services, Inc. 4.10% Add +1.0% 14,146 $6.7M
First Western Trust Bank 0.33% Reduce -6.4% 14,114 $6.7M
Buffalo Business & Estate Services Ltd. 0.95% — 13,961 $6.6M
Dynamic Financial Group 5.63% Add +2.0% 13,944 $6.6M
Forum Financial Management, LP 0.09% Reduce -1.1% 13,937 $6.6M
Lowery Thomas, LLC 3.73% Reduce -0.5% 13,929 $6.6M
GC Wealth Management RIA, LLC 0.24% Add +14.7% 13,926 $6.6M
Leigh Baldwin & Co., LLC 4.33% Reduce -12.6% 13,922 $6.6M
Calamos Wealth Management LLC 0.23% Add +0.6% 13,766 $6.5M
Estate Counselors, LLC 0.55% Add +0.9% 13,756 $6.5M
Serenus Wealth Advisors, LLC 1.26% Reduce -3.1% 13,754 $6.5M
Wall Capital Group, Inc. 6.20% — 13,747 $6.5M
World Investment Advisors 0.11% Add +42.8% 13,620 $6.4M
Colorado Capital Management, Inc. 2.41% Reduce -6.9% 13,570 $6.4M
Sigma Planning Corp 0.18% Reduce -2.7% 13,333 $6.3M
Jordan Park Group LLC 0.37% Add +50.8% 13,351 $6.3M
MidAtlantic Capital Management, Inc. 4.04% Reduce -0.2% 13,326 $6.3M
Valmark Advisers, Inc. 0.08% Reduce -0.3% 13,213 $6.3M
Cordatus Wealth Management LLC 1.43% Reduce -84.7% 13,059 $6.2M
Westfield Capital Management Co. LP 0.03% New 13,058 $6.2M
Total Clarity Wealth Management, Inc. 1.49% Add +5.0% 12,994 $6.2M
Monetary Management Group Inc. 1.42% Reduce -6.5% 12,976 $6.1M
Stage Harbor Financial, LLC 4.13% Add +0.5% 12,949 $6.1M
Foundation Wealth Management, LLC\PA 2.22% Reduce -1.9% 12,910 $6.1M
Flagstar Securities, Inc. 2.02% Reduce -7.5% 12,776 $6.0M
Berman McAleer LLC 0.83% Reduce -18.3% 12,766 $6.0M
CreativeOne Wealth, LLC 0.15% Add +2.6% 12,756 $6.0M
Eagle Strategies LLC 0.77% Add +2.4% 12,694 $6.0M
Ducere Wealth Management LLC 2.31% — 12,648 $6.0M
Spirepoint Private Client, LLC 0.57% Add +123.0% 12,563 $5.9M
Sage Mountain Advisors LLC 0.32% Reduce -0.1% 12,554 $5.9M
Xponance LLC 0.04% Reduce -7.9% 12,539 $5.9M
GFG Capital, LLC 2.11% Add +963.0% 12,511 $5.9M
MTM Investment Management, LLC 1.89% Add +0.6% 12,501 $5.9M
HRT Financial LP 0.02% Add +76.9% 12,497 $5.9M
Logan Capital Management Inc. 0.25% Add +2507.9% 12,466 $5.9M
Joel Isaacson & Co., LLC 0.19% Reduce -0.3% 12,400 $5.9M
Essex Financial Services, Inc. 0.33% Reduce -0.4% 12,397 $5.9M
CPC Advisors, LLC 0.59% Reduce -3.2% 12,366 $5.9M
Bollard Group LLC 0.15% Add +0.1% 12,352 $5.8M
TPG Financial Advisors, LLC 1.94% Reduce -31.6% 12,295 $5.8M
Sei Investments Co. 0.01% Reduce -33.0% 12,294 $5.8M
Crestwood Advisors Group, LLC 0.10% Add +2.1% 12,277 $5.8M
Granite Investment Partners, LLC 0.34% Add +4241.1% 12,242 $5.8M
City National Bank of Florida 3.76% Reduce -0.0% 12,160 $5.8M
W Advisors, LLC 2.89% Add +1.1% 12,141 $5.7M
Verdence Capital Advisors LLC 0.34% Add +1.5% 12,124 $5.7M
Cordoba Advisory Partners LLC 1.42% — 12,084 $5.7M
Lowe Brockenbrough & Co. Inc. 0.28% Reduce -22.1% 12,089 $5.7M
Dynamic Advisor Solutions LLC 0.18% Add +0.9% 12,089 $5.7M
Cassaday & Co Wealth Management LLC 0.12% Reduce -2.5% 12,089 $5.7M
Affinity Capital Advisors, LLC 0.79% No change 12,083 $5.7M
Cadence Bank 0.33% Reduce -1.7% 12,068 $5.7M
Fisher Asset Management 0.00% Reduce -8.2% 12,059 $5.7M
Wedgewood Partners Inc. 1.06% New 12,019 $5.7M
Nicolet Bankshares Inc. 0.91% Reduce -18.6% 12,016 $5.7M
Pinnacle Wealth Planning Services, Inc. 0.59% Reduce -3.5% 11,992 $5.7M
Aprio Wealth Management, LLC 0.33% Add +69.6% 11,980 $5.7M
Okabena Investment Services Inc. 1.08% No change 11,971 $5.7M
Cornerstone Wealth Advisors, Inc. 1.32% Reduce -2.3% 11,960 $5.7M
Alta Wealth Advisors LLC 1.88% Reduce -5.4% 11,874 $5.6M
IFP Advisors, Inc 0.13% Add +3.3% 11,846 $5.6M
Renaissance Technologies 0.01% Add +227.8% 11,800 $5.6M
Lanark Financial, Inc. 0.42% Reduce -4.2% 11,785 $5.6M
JSF Financial, LLC 1.15% Reduce -3.6% 11,744 $5.6M
Ellis Investment Partners, LLC 0.97% Reduce -0.8% 11,736 $5.6M
Adirondack Trust Co. 1.82% Add +9.5% 11,699 $5.5M
Vista Capital Partners, Inc. 0.55% Add +52.9% 11,689 $5.5M
Adirondack Capital Advisors, LLC 3.72% — 11,682 $5.5M
GAMMA Investing LLC 0.28% Add +6.2% 11,645 $5.5M
Intrua Financial, LLC 0.59% Reduce -4.3% 11,429 $5.4M
B. Riley Wealth Advisors, Inc. 0.25% Reduce -4.3% 11,362 $5.4M
Disciplined Investments, LLC 2.06% Reduce -3.4% 11,322 $5.4M
Topel & Distasi Wealth Management, LLC 2.61% Reduce -7.2% 11,292 $5.3M
Wesbanco Bank Inc. 0.15% Add +2.1% 11,254 $5.3M
Stonebridge Capital Advisors LLC 0.37% Reduce -0.4% 11,193 $5.3M
BBR Partners, LLC 0.28% Add +4.3% 11,183 $5.3M
Davis R M Inc. 0.09% Add +1.7% 11,107 $5.3M
Verum Partners LLC 1.06% Reduce -0.1% 11,058 $5.2M
DSG Capital Advisors, LLC 0.80% Add +537.6% 11,119 $5.2M
Integrated Advisors Network LLC 0.23% Add +1.8% 11,044 $5.2M
Summa Corp. 2.24% Reduce -4.6% 11,026 $5.2M
Vance Wealth, LLC 1.54% Reduce -3.3% 10,940 $5.2M
Avior Wealth Management, LLC 0.16% Reduce -10.5% 10,902 $5.2M
Sigma Investment Counselors Inc. 0.26% Reduce -1.1% 10,861 $5.1M
Krilogy Financial LLC 0.17% Reduce -1.8% 10,905 $5.1M
Hancock Whitney Corp. 0.09% Add +8.7% 10,822 $5.1M
McCarthy Asset Management, Inc. 2.67% Add +0.1% 10,804 $5.1M
Paces Ferry Wealth Advisors, LLC 2.07% Reduce -0.4% 10,789 $5.1M
Foster Dykema Cabot & Partners, LLC 0.31% Reduce -7.6% 10,765 $5.1M
Cornerstone Wealth Group, LLC 0.35% Add +0.4% 10,746 $5.1M
Wedbush Securities Inc. 0.15% Add +8.6% 10,635 $5.0M
Clarius Group, LLC 0.29% Reduce -2.8% 10,621 $5.0M
True Link Financial Advisors, LLC 0.30% Reduce -1.4% 10,579 $5.0M
Summit Wealth & Retirement Planning, Inc. 1.18% Reduce -4.9% 10,566 $5.0M
Atlas Brown,Inc. 1.49% Add +0.1% 10,563 $5.0M
Segment Wealth Management, LLC 0.29% No change 10,534 $5.0M
Etesian Wealth Advisors, Inc. 1.55% Reduce -0.5% 10,431 $4.9M
Key Financial Inc 0.90% Add +0.1% 10,416 $4.9M
SilverOak Wealth Management LLC 0.77% No change 10,390 $4.9M
Quantum Portfolio Management LLC 2.17% Reduce -49.8% 10,386 $4.9M
HighPoint Advisor Group LLC 0.11% New 10,199 $4.8M
Evoke Wealth, LLC 0.09% Add +28.1% 10,103 $4.8M
Chicago Partners Investment Group LLC 0.12% Add +3.0% 10,174 $4.8M
Great Lakes Advisors, LLC 0.04% Add +5.5% 10,064 $4.8M
Thompson Siegel & Walmsley LLC 0.08% No change 10,059 $4.8M
Sustainable Growth Advisers, LP 0.03% Add +237.2% 10,027 $4.7M
Bouvel Investment Partners, LLC 1.37% Reduce -1.6% 10,026 $4.7M
Aaron Wealth Advisors LLC 0.26% Reduce -3.6% 10,002 $4.7M
WealthShield Partners, LLC 0.52% Add +0.6% 9,969 $4.7M
Enclave Advisors LLC 0.66% No change 9,913 $4.7M
Private Trust Co. NA 0.41% Reduce -9.5% 9,904 $4.7M
Valley Forge Investment Consultants Inc. Adv 1.36% Reduce -0.5% 9,888 $4.7M
Central Pacific Bank - Trust Division 0.60% Reduce -0.0% 9,875 $4.7M
Independent Financial Group, LLC 0.10% Add +7.9% 9,867 $4.7M
QRG Capital Management, Inc. 0.05% Add +93.4% 9,849 $4.7M
Diversified Portfolios, Inc. 0.39% Reduce -0.6% 9,804 $4.6M
Evanson Asset Management, LLC 0.25% Reduce -3.2% 9,778 $4.6M
National Philanthropic Trust 0.05% Add +79.6% 9,771 $4.6M
Sierra Capital LLC 0.49% No change 9,718 $4.6M
DAVENPORT & Co LLC 0.02% Add +35.0% 9,704 $4.6M
Mosaic Family Wealth Partners, LLC 0.50% Reduce -0.1% 9,684 $4.6M
Clarion Wealth Managment Partners, LLC 4.24% Reduce -8.6% 9,675 $4.6M
Willner & Heller, LLC 3.28% Add +0.7% 9,642 $4.6M
KMG Fiduciary Partners, LLC 0.32% Reduce -0.1% 9,636 $4.6M
Simplicity Wealth,LLC 0.27% Reduce -55.2% 9,566 $4.5M
Centerpoint Advisory Group 3.48% Add +0.2% 9,551 $4.5M
Legacy Financial Group, Inc. 1.18% Reduce -5.5% 9,541 $4.5M
Ehrenkranz Partners L.P. 5.12% Add +39.9% 9,541 $4.5M
Guidance Point Advisors, LLC 1.07% Reduce -0.1% 9,506 $4.5M
IFC Advisors LLC 0.65% Add +10.6% 9,421 $4.5M
Exencial Wealth Advisors, LLC 0.14% Reduce -0.5% 9,350 $4.4M
CRA Financial Services, LLC 0.58% Add +2.8% 9,335 $4.4M
AdvisorNet Financial, Inc 0.24% Reduce -2.4% 9,324 $4.4M
Evergreen Wealth Partners LLC 3.70% — 9,269 $4.4M
Annex Advisory Services, LLC 0.08% Add +3.3% 9,265 $4.4M
Savvy Advisors, Inc. 0.14% Add +4.4% 9,229 $4.4M
Whittier Trust Co. of Nevada Inc. 0.09% Reduce -1.5% 9,168 $4.4M
Family Capital Management, Inc. 1.93% Reduce -1.1% 9,181 $4.3M
Goodman Financial Corp 0.82% Reduce -9.4% 9,167 $4.3M
Park Edge Advisors, LLC 0.98% Add +248.0% 9,160 $4.3M
Capital Investment Advisors, LLC 0.07% Add +3.6% 9,160 $4.3M
Stonebridge Financial Planning Group, LLC 1.56% Reduce -0.5% 9,153 $4.3M
Oxford Financial Group, LTD. LLC 0.24% Add +0.0% 9,138 $4.3M
PAX Financial Group, LLC 0.74% Reduce -5.3% 9,124 $4.3M
jvl associates llc 1.40% No change 9,112 $4.3M
Allstreet Capital Advisors LLC 3.12% — 9,111 $4.3M
Howland Capital Management LLC 0.16% No change 9,108 $4.3M
Ausdal Financial Partners, Inc. 0.20% Reduce -1.9% 9,104 $4.3M
Fiduciary Wealth Partners, LLC 1.76% No change 9,081 $4.3M
First National Trust Co 0.14% Reduce -1.0% 9,079 $4.3M
Darwin Wealth Management, LLC 1.33% Add +3.8% 9,051 $4.3M
Clark & Stuart, Inc 2.95% Add +0.1% 9,044 $4.3M
Jefferies Financial Group Inc. 0.04% Add +2.3% 8,994 $4.3M
Summit Financial Strategies, Inc. 0.35% Add +11.8% 8,951 $4.2M
KDK Private Wealth Management, LLC 3.69% Reduce -2.4% 8,927 $4.2M
Fiduciary Financial Group, LLC 0.60% Reduce -0.7% 8,918 $4.2M
Sendero Wealth Management, LLC 0.47% Reduce -4.4% 8,917 $4.2M
Meridian Wealth Management, LLC 0.15% Add +8.2% 8,914 $4.2M
Hillcrest Wealth Advisors - NY, LLC 1.81% Reduce -3.0% 8,900 $4.2M
Mayport, LLC 0.85% Reduce -4.3% 8,900 $4.2M
Brooklyn Investment Group 0.19% Add +101.7% 8,795 $4.2M
Diversify Advisory Services, LLC 0.13% Add +16.8% 8,900 $4.2M
Mainstream Capital Management LLC 2.73% Reduce -9.8% 8,811 $4.2M
International Assets Investment Management, LLC 0.28% Add +30.0% 8,787 $4.2M
Atlantic Edge Private Wealth Management, LLC 1.03% No change 8,767 $4.1M
Permanent Capital Management, LP 0.81% Add +0.1% 8,762 $4.1M
Towerpoint Wealth, LLC 1.64% Add +2.0% 8,747 $4.1M
GenWealth Group, Inc. 0.70% Reduce -0.9% 8,689 $4.1M
Regal Investment Advisors LLC 0.25% Add +22.6% 8,717 $4.1M
Orser Capital Management, LLC 2.32% Reduce -0.6% 8,689 $4.1M
Nolet Wealth Management, LLC 2.29% — 8,672 $4.1M
Founders Financial Alliance, LLC 0.77% Reduce -2.8% 8,644 $4.1M
DeLarme Wealth Management, Inc. 2.88% — 8,578 $4.1M
Columbus Macro, LLC 0.44% Add +0.4% 8,553 $4.0M
Pachira Investments Inc. 1.97% Add +2.6% 8,548 $4.0M
Leo Wealth, LLC 0.29% Add +5.5% 8,545 $4.0M
Harbour Investments, Inc. 0.08% Reduce -1.6% 8,542 $4.0M
Monograph Wealth Advisors, LLC 0.39% Reduce -1.3% 8,471 $4.0M
Wharton Business Group, LLC 0.15% Reduce -8.6% 8,454 $4.0M
Courier Capital LLC 0.22% Reduce -7.5% 8,435 $4.0M
Jackson Hole Capital Partners, LLC 0.68% No change 8,429 $4.0M
Highview Capital Management LLC 1.41% Add +12.7% 8,427 $4.0M
Clark Capital Management Group, Inc. 0.02% Add +16.9% 8,425 $4.0M
Meridian Management Co. 0.98% No change 8,390 $4.0M
Capital Asset Advisory Services LLC 0.16% Reduce -2.2% 8,343 $4.0M
FAS Wealth Partners, Inc. 0.25% Reduce -1.6% 8,301 $3.9M
RiverFront Investment Group, LLC 0.06% Reduce -0.6% 8,277 $3.9M
Belpointe Asset Management LLC 0.14% Reduce -12.1% 8,258 $3.9M
HORAN Wealth, LLC 0.60% Reduce -0.2% 8,233 $3.9M
Nomura Asset Management International Inc. 0.01% — 8,227 $3.9M
Sands Capital Management, LLC 0.01% New 8,215 $3.9M
Mechanics Bank Trust Department 0.51% Reduce -0.9% 8,212 $3.9M
Quotient Wealth Partners, LLC 0.10% Reduce -4.3% 8,195 $3.9M
Empower Advisory Group, LLC 0.01% Add +5.0% 8,178 $3.9M
Robinson Smith Wealth Advisors LLC 2.63% Add +1.6% 8,125 $3.8M
Frank, Rimerman Advisors LLC 0.24% No change 8,111 $3.8M
SouthState Bank Corp 0.17% Reduce -6.0% 8,081 $3.8M
SeaCrest Wealth Management, LLC 0.39% Add +1.5% 8,019 $3.8M
Suncoast Equity Management 0.38% Add +16.5% 8,051 $3.8M
Arax Advisory Partners 0.11% New 8,035 $3.8M
Noble Family Wealth, LLC 0.80% Reduce -6.5% 8,027 $3.8M
Brightwater Advisory LLC 2.54% Reduce -0.1% 7,958 $3.8M
Goelzer Investment Management, Inc. 0.17% Add +0.1% 7,928 $3.8M
Redhawk Wealth Advisors, Inc. 0.42% Add +12.8% 7,925 $3.8M
Wealth Dimensions Group, Ltd. 0.74% Reduce -0.8% 7,919 $3.7M
Certified Advisory Corp 0.34% Reduce -0.2% 7,896 $3.7M
Greenleaf Trust 0.03% Add +3.0% 7,874 $3.7M
Weaver Capital Management LLC 0.79% No change 7,858 $3.7M
Transamerica Financial Advisors, LLC 0.31% No change 7,825 $3.7M
Biltmore Family Office, LLC 0.51% Add +6.7% 7,821 $3.7M
Peddock Capital Advisors, LLC 0.77% Add +4.8% 7,804 $3.7M
Glass Jacobson Investment Advisors llc 1.32% Reduce -3.4% 7,776 $3.7M
Retirement Management Systems Inc. 0.94% — 7,767 $3.7M
Premier Path Wealth Partners, LLC 0.47% Reduce -1.8% 7,757 $3.7M
Voya Investment Management LLC 0.00% Add +21.1% 7,752 $3.7M
InvesTrust 1.41% Reduce -10.6% 7,726 $3.7M
Aspiriant, LLC 0.10% Add +1.6% 7,691 $3.6M
Soltis Investment Advisors LLC 0.24% Add +4.8% 7,636 $3.6M
First United Bank & Trust 1.15% Reduce -0.1% 7,627 $3.6M
Plante Moran Financial Advisors, LLC 0.23% Add +43.9% 7,613 $3.6M
Baker Tilly Wealth Management, LLC 0.89% Add +35.0% 7,595 $3.6M
ICONIQ Capital, LLC 0.05% No change 7,583 $3.6M
MBL Wealth, LLC 0.29% Add +74.3% 7,558 $3.6M
Argyle Capital Partners, LLC 2.60% Reduce -5.1% 7,526 $3.6M
Indivisible Partners 0.39% — 7,525 $3.6M
Friday Financial 1.25% Add +57.5% 7,513 $3.6M
Canandaigua National Bank & Trust Co. 0.32% Reduce -2.0% 7,489 $3.5M
Baron Financial Group, LLC 1.90% Reduce -1.2% 7,488 $3.5M
Perennial Investment Advisors, LLC 0.28% Add +1.5% 7,485 $3.5M
Zions Bancorporation, National Association 0.16% Add +1.0% 7,444 $3.5M
Cove Private Wealth, LLC 1.06% Add +2.8% 7,440 $3.5M
Modern Wealth Management, LLC 0.06% Add +19.1% 7,435 $3.5M
Fiducient Advisors LLC 0.43% Reduce -4.6% 7,400 $3.5M
Sharkey, Howes & Javer 0.44% Reduce -3.9% 7,378 $3.5M
Kapstone Financial Advisors LLC 1.73% Reduce -0.0% 7,366 $3.5M
Glenview Trust Co 0.05% Reduce -2.6% 7,331 $3.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Reduce -4.0% 7,321 $3.5M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -1.1% 7,310 $3.5M
ProVise Management Group, LLC 0.25% Reduce -4.3% 7,306 $3.5M
Elevation Wealth Partners, LLC 1.22% Add +0.2% 7,284 $3.4M
Middleton & Co. Inc. 0.37% Reduce -0.1% 7,271 $3.4M
Client First Capital LLC 1.47% Reduce -1.3% 7,245 $3.4M
Cypress Capital Group 0.38% No change 7,243 $3.4M
Burling Wealth Partners, LLC 0.53% No change 7,236 $3.4M
Klingman & Associates, LLC 0.17% Add +231.6% 7,233 $3.4M
Focus Financial Network, Inc. 0.12% Add +2.8% 7,222 $3.4M
Park Place Capital Corp 0.71% Add +4.8% 7,217 $3.4M
Towercrest Capital Management 0.54% No change 7,201 $3.4M
Biondo Investment Advisors, LLC 0.41% Add +0.7% 7,173 $3.4M
Cahaba Wealth Management, Inc. 0.24% Reduce -0.4% 7,144 $3.4M
Foundations Investment Advisors, LLC 0.04% Reduce -14.6% 7,093 $3.4M
Walleye Trading LLC 0.05% Reduce -14.5% 7,088 $3.4M
Lee, Kelleher & Klein Wealth Management 2.00% Reduce -2.5% 7,076 $3.3M
Angeles Wealth Management, LLC 0.18% Reduce -28.1% 7,062 $3.3M
Independence Bank of Kentucky 0.42% Add +9.5% 7,053 $3.3M
Ramirez Asset Management, Inc. 0.44% No change 7,050 $3.3M
Azimuth Capital Investment Management LLC 0.12% Reduce -4.2% 7,033 $3.3M
Waddell & Associates, LLC 0.22% Reduce -37.6% 7,020 $3.3M
Warner Group LLC 2.05% New 7,015 $3.3M
Granite Harbor Advisors, Inc. 1.40% Add +0.8% 7,008 $3.3M
Element Pointe Advisors, LLC 0.64% Reduce -0.8% 6,991 $3.3M
Stratos Wealth Advisors, LLC 0.16% Add +4.4% 6,976 $3.3M
Texas Bank & Trust Co 1.20% Reduce -0.5% 6,972 $3.3M
Midwest Professional Planners, LTD. 0.78% Reduce -2.4% 6,960 $3.3M
Gryphon Financial Partners LLC 0.35% Add +0.4% 6,948 $3.3M
Koshinski Asset Management, Inc. 0.21% Add +16.1% 6,938 $3.3M
Cullinan Associates Inc. 0.22% Reduce -2.6% 6,915 $3.3M
Tilson Financial Group, Inc. 1.00% Reduce -0.2% 6,854 $3.2M
NFSG Corp 0.50% Reduce -3.6% 6,832 $3.2M
Crewe Advisors LLC 0.29% Reduce -2.4% 6,823 $3.2M
Silver Oak Securities, Incorporated 0.22% Reduce -20.7% 6,746 $3.2M
Insight 2811, Inc. 1.42% Reduce -4.0% 6,784 $3.2M
Index Technologies Group LLC 3.35% — 6,776 $3.2M
Atlantic Union Bankshares Corp 0.06% Reduce -4.8% 6,771 $3.2M
Evergreen Capital Management LLC 0.07% Add +29.3% 6,721 $3.2M
General Partner, Inc. 1.80% No change 6,696 $3.2M
Invested Advisors 3.27% Add +110.0% 6,665 $3.2M
Cannell & Spears LLC 0.06% No change 6,653 $3.1M
Bogart Wealth, LLC 0.13% Add +1.4% 6,639 $3.1M
Alliance Wealth Management Group 0.69% No change 6,638 $3.1M
Formulate Financial LLC 3.68% Add +8.1% 6,626 $3.1M
Xcelsior Advisor Partners LLC 1.52% — 6,621 $3.1M
Beaumont Financial Advisors, LLC 0.21% Reduce -4.7% 6,607 $3.1M
Maryland Capital Advisors Inc. 1.05% Reduce -0.2% 6,529 $3.1M
Insigneo Advisory Services, LLC 0.22% Add +9.4% 6,525 $3.1M
Cambridge Advisors Inc. 0.58% Add +2.0% 6,484 $3.1M
Chesley Taft & Associates LLC 0.12% Reduce -1.1% 6,454 $3.1M
Radnor Capital Management, LLC 0.45% Reduce -0.7% 6,443 $3.0M
Capital Analysts, LLC 0.08% Reduce -0.1% 6,430 $3.0M
James J. Burns & Company, LLC 0.42% Reduce -3.2% 6,357 $3.0M
Turtle Creek Wealth Advisors, LLC 0.24% Add +5.8% 6,353 $3.0M
PGIM Custom Harvest LLC 0.04% Reduce -1.1% 6,323 $3.0M
Moody LYNN Lieberson & Walker, LLC 0.16% Add +0.6% 6,319 $3.0M
WMS Group LLC 3.80% — 6,309 $3.0M
CGN Advisors LLC 0.24% Reduce -2.2% 6,285 $3.0M
First National Bank Sioux Falls 0.89% Reduce -10.7% 6,260 $3.0M
Able Wealth Management LLC 0.94% Reduce -4.3% 6,247 $3.0M
Moss Adams Wealth Advisors LLC 0.21% Reduce -0.5% 6,232 $2.9M
Russell Investments Group, Ltd. 0.00% Add +49.1% 6,224 $2.9M
Allegheny Financial Group 0.43% Add +1.2% 6,198 $2.9M
Becker Capital Management Inc. 0.08% Reduce -1.0% 6,173 $2.9M
Wescott Financial Advisory Group, LLC 0.25% Reduce -3.1% 6,156 $2.9M
Fortress Financial Group, LLC 2.15% Reduce -0.1% 6,153 $2.9M
Brady Martz Wealth Solutions, LLC 0.51% Reduce -0.2% 6,123 $2.9M
Smith Salley Wealth Management 0.14% Add +119.7% 6,111 $2.9M
Legacy Trust 0.54% Add +26.1% 6,089 $2.9M
Millennium Management 0.00% Add +24.3% 6,088 $2.9M
Auour Investments LLC 0.91% Reduce -2.4% 6,029 $2.9M
Dentgroup LLC 1.95% Reduce -15.1% 5,997 $2.8M
Beaton Management Co. Inc. 1.25% Reduce -0.5% 5,996 $2.8M
ALM First Financial Advisors, LLC 0.56% No change 7,285 $2.8M
Ferguson Wellman Capital Management, Inc. 0.05% Add +21.9% 5,989 $2.8M
Flywheel Private Wealth LLC 1.76% Reduce -3.3% 5,957 $2.8M
WealthBridge Capital Management, LLC 0.64% Reduce -1.7% 5,923 $2.8M
Trust Point Inc. 0.22% Reduce -0.9% 5,923 $2.8M
Moneco Advisors, LLC 0.22% Add +3.7% 5,922 $2.8M
Independent Advisor Alliance 0.07% No change 5,909 $2.8M
Marmo Financial Group, LLC 1.32% Add +0.1% 5,903 $2.8M
Norris Financial Group, LLC 0.95% Add +2.0% 5,888 $2.8M
NorthCoast Asset Management LLC 0.06% Reduce -99.1% 5,874 $2.8M
Cornerstone Wealth Management, LLC 0.14% Reduce -1.0% 5,860 $2.8M
Plancorp, LLC 0.08% Add +0.3% 5,851 $2.8M
Beacon Advisors Holdings, LLC 1.46% — 5,841 $2.8M
Journey Strategic Wealth LLC 0.07% Reduce -0.4% 5,799 $2.7M
Obermeyer Wealth Partners 0.13% Reduce -0.1% 5,789 $2.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 5,758 $2.7M
Trilogy Capital Inc. 0.12% Reduce -18.4% 5,770 $2.7M
Stephens Consulting, LLC 0.88% Reduce -0.2% 5,770 $2.7M
Wick Capital Partners, LLC 0.49% Reduce -0.2% 5,755 $2.7M
U.S. Capital Wealth Advisors, LLC 0.07% Reduce -2.3% 5,751 $2.7M
Colonial Trust Co / SC 0.36% Reduce -1.2% 5,737 $2.7M
Betterment LLC 0.01% Reduce -13.5% 5,720 $2.7M
Autumn Glory Partners, LLC 0.95% No change 5,707 $2.7M
Magnus Financial Group LLC 0.21% Reduce -11.8% 5,700 $2.7M
Texas Capital Bank Wealth Management Services Inc 0.15% Add +497.5% 5,652 $2.7M
Balentine LLC 0.10% No change 5,619 $2.7M
Global Trust Wealth Management LLC 1.97% — 5,612 $2.7M
Old Mission Investment Co LLC 0.63% Add +2.0% 5,581 $2.6M
Detalus Advisors, LLC 0.64% No change 5,578 $2.6M
Empirical Asset Management, LLC 0.74% Add +0.7% 5,576 $2.6M
HUB Investment Partners, LLC 0.07% Reduce -1.1% 5,573 $2.6M
Blankinship & Foster, LLC 0.57% Reduce -4.1% 5,565 $2.6M
Trust Co of the South 0.42% No change 5,560 $2.6M
Pinebridge Investments LLC 0.02% — 5,559 $2.6M
Rockland Trust Co. 0.10% Reduce -6.6% 5,502 $2.6M
Main Street Financial Solutions, LLC 0.20% Reduce -58.3% 5,497 $2.6M
Brown, Lisle/Cummings, Inc. 0.64% No change 5,497 $2.6M
Clifford Group, LLC 2.01% Reduce -5.5% 5,490 $2.6M
Welch & Forbes LLC 0.03% Reduce -2.2% 5,489 $2.6M
Anchyra Partners LLC 0.79% — 5,453 $2.6M
Transcend Capital Advisors, LLC 0.20% Reduce -42.2% 5,451 $2.6M
Salomon & Ludwin, LLC 0.23% Reduce -0.1% 5,442 $2.6M
Roehl & Yi Investment Advisors, LLC 1.03% Add +22.8% 5,426 $2.6M
Lee Danner & Bass Inc. 0.18% Reduce -0.2% 5,424 $2.6M
Asset Dedication, LLC 0.17% Reduce -1.0% 5,423 $2.6M
JP Wealth Management, Inc. 1.81% No change 5,400 $2.6M
Investment Advisory Group, LLC 0.66% Add +4.7% 5,398 $2.6M
Integrated Capital Management, Inc. 1.70% Reduce -0.4% 5,397 $2.6M
Palisade Asset Management, LLC 0.25% Reduce -5.7% 5,375 $2.5M
Nikulski Financial, Inc. 0.61% Reduce -19.1% 5,370 $2.5M
Investmark Advisory Group LLC 1.08% Reduce -2.8% 5,348 $2.5M
Cannon Financial Strategists, Inc. 0.35% Add +0.1% 5,339 $2.5M
Revolve Wealth Partners, LLC 0.30% Reduce -3.5% 5,306 $2.5M
Quadrant Capital Group LLC 0.08% Add +82.3% 5,264 $2.5M
Cooper Financial Group 0.26% Reduce -2.9% 5,247 $2.5M
Cascade Financial Partners, LLC 0.25% Reduce -0.5% 5,247 $2.5M
Blueline Advisors LLC 2.02% — 5,240 $2.5M
Bearing Point Capital, LLC 0.39% Add +0.5% 5,240 $2.5M
Sterling Investment Counsel, LLC 0.71% Reduce -2.5% 5,230 $2.5M
Titleist Asset Management, LLC 0.20% Add +41.8% 5,227 $2.5M
Flagship Harbor Advisors, LLC 0.12% Reduce -5.8% 5,226 $2.5M
Providence Capital Advisors, LLC 0.42% Reduce -24.1% 5,216 $2.5M
Blue Bell Private Wealth Management, LLC 0.36% Reduce -0.4% 5,211 $2.5M
Hoese & Co LLP 1.75% No change 5,201 $2.5M
Insight Inv LLC 1.38% Reduce -1.4% 5,199 $2.5M
Caldwell Trust Co 0.22% Reduce -1.6% 5,191 $2.5M
Almanack Investment Partners, LLC. 0.42% No change 5,189 $2.5M
Principal Securities, Inc. 0.04% Add +0.4% 5,159 $2.4M
Nicolet Advisory Services, LLC 0.16% Reduce -20.3% 5,113 $2.4M
Acropolis Investment Management, LLC 0.11% Reduce -0.2% 5,136 $2.4M
West Michigan Advisors, LLC 0.56% Reduce -0.1% 5,135 $2.4M
IFG Advisors, LLC 0.40% Add +0.1% 5,130 $2.4M
Quadrant Private Wealth Management, LLC 0.40% Reduce -5.8% 5,110 $2.4M
Fiera Capital Corp 0.01% Add +585.4% 5,099 $2.4M
Asempa Wealth Advisors 2.08% — 5,094 $2.4M
Great Waters Wealth Management 0.26% Reduce -2.5% 5,088 $2.4M
Luts & Greenleigh Group, Inc. 2.04% Add +0.0% 5,086 $2.4M
Wealth Analytics Partners, LLC 0.94% — 5,081 $2.4M
Tarbox Family Office, Inc. 0.39% Reduce -6.9% 5,075 $2.4M
CCG Wealth Management, LLC 1.03% Reduce -3.4% 5,072 $2.4M
Veracity Capital LLC 0.71% Add +1.2% 5,071 $2.4M
Signet Financial Management, LLC 0.27% Reduce -3.6% 5,066 $2.4M
Tassel Capital Management, Inc. 1.44% No change 5,042 $2.4M
LVM Capital Management Ltd. 0.22% Reduce -0.0% 5,041 $2.4M
Glassman Wealth Services 0.32% Add +9.4% 5,023 $2.4M
Trademark Financial Management, LLC 1.31% Add +1.7% 5,021 $2.4M
Alamar Capital Management, LLC 1.31% Add +48.9% 5,010 $2.4M
GGM Financial LLC 1.15% Reduce -18.0% 5,003 $2.4M
Nest Investments, LLC 1.98% — 4,993 $2.4M
Activest Wealth Management 0.44% Add +17.3% 4,978 $2.4M
Home Federal Bank of Tennessee 0.61% No change 4,960 $2.3M
Florida Trust Wealth Management Co 0.06% Reduce -2.5% 4,960 $2.3M
VeraBank, N.A. 0.43% Reduce -4.6% 4,957 $2.3M
Salem Investment Counselors Inc. 0.07% Reduce -0.8% 4,941 $2.3M
Curated Wealth Partners LLC 0.25% No change 4,928 $2.3M
Stonebridge Financial Group, LLC / MO 2.01% — 4,901 $2.3M
Performance Wealth Partners, LLC 0.06% Reduce -0.7% 4,863 $2.3M
Archer Investment Corp 0.52% Reduce -5.2% 4,855 $2.3M
Petix & Botte Co 0.52% No change 4,838 $2.3M
EverSource Wealth Advisors, LLC 0.08% Add +36.0% 4,790 $2.3M
TD Waterhouse Canada Inc. 0.01% Add +46.5% 4,786 $2.3M
Mma Asset Management LLC 0.81% No change 4,779 $2.3M
Tranquility Partners, LLC 0.81% Reduce -0.6% 4,775 $2.3M
Roman Butler Fullerton & Co. 0.59% Reduce -4.8% 4,850 $2.3M
Grant Street Asset Management, Inc. 0.45% Add +4.6% 4,761 $2.3M
RKL Wealth Management LLC 0.18% No change 4,755 $2.3M
Aft, Forsyth & Company, Inc. 0.97% Reduce -0.8% 4,742 $2.2M
Matrix Private Capital Group LLC 1.14% Reduce -1.5% 4,740 $2.2M
Morton Capital Management LLC 0.34% No change 4,736 $2.2M
G2 Capital Management, LLC / Oh 0.54% Reduce -26.9% 4,723 $2.2M
Capital Group Private Client Services, Inc. 0.04% Reduce -1.3% 4,701 $2.2M
Fiduciary Alliance LLC 0.15% Reduce -1.6% 4,699 $2.2M
Voisard Asset Management Group, Inc. 0.48% Reduce -5.7% 4,689 $2.2M
ORG Partners LLC 0.40% Add +29.9% 4,687 $2.2M
Twin Peaks Wealth Advisors, LLC 0.64% Reduce -4.5% 4,792 $2.2M
Northeast Investment Management 0.09% No change 4,666 $2.2M
BIP Wealth, LLC 0.08% Add +91.9% 4,665 $2.2M
Bensler, LLC 0.22% Reduce -0.2% 4,642 $2.2M
Symphony Financial Services, Inc. 1.12% Add +4.6% 4,624 $2.2M
Strategic Wealth Advisors LLC 1.87% — 4,621 $2.2M
Emprise Bank 0.90% No change 4,594 $2.2M
Clearwave Capital, LLC 1.60% — 4,589 $2.2M
Thomasville National Bank 0.13% No change 4,589 $2.2M
Simplex Trading, LLC 0.06% Add +22.5% 4,553 $2.2M
Financial Connections Group, Inc. 0.74% Reduce -2.1% 4,519 $2.1M
Highline Wealth Partners LLC 0.60% Add +16.2% 4,485 $2.1M
Montis Financial, LLC 0.42% Reduce -10.8% 4,482 $2.1M
Risk Paradigm Group, LLC 2.04% — 4,480 $2.1M
Beacon Financial Advisory LLC 0.49% Add +1.1% 4,479 $2.1M
Intrust Bank NA 0.18% Reduce -0.0% 4,476 $2.1M
Bedel Financial Consulting, Inc. 0.23% Add +4.2% 4,464 $2.1M
Westwood Holdings Group Inc. 0.02% Reduce -0.3% 4,458 $2.1M
Financial Sense Advisors, Inc. 0.45% Add +2.1% 4,453 $2.1M
Cardiff Park Advisors, LLC 0.17% Add +0.1% 4,442 $2.1M
Tactive Advisors, LLC 0.61% Reduce -15.3% 4,429 $2.1M
RPg Family Wealth Advisory, LLC 0.46% Reduce -3.5% 4,425 $2.1M
Rossmore Private Capital 0.19% No change 4,421 $2.1M
Beacon Financial Group 0.21% No change 4,415 $2.1M
Centennial Bank 0.83% Reduce -53.2% 4,408 $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 $2.1M
Brown Financial Advisory 1.04% Reduce -9.6% 4,367 $2.1M
Providence First Trust Co 0.71% Add +132.2% 4,360 $2.1M
Midland Wealth Advisors, LLC 0.11% Reduce -8.2% 4,352 $2.1M
Valley National Advisers Inc. 0.29% Add +2107.6% 4,349 $2.1M
Advisors Capital Management, LLC 0.02% Reduce -7.2% 4,343 $2.1M
Castle Wealth Management LLC 0.68% Reduce -0.4% 4,337 $2.1M
Sage Capital Management, LLC 0.95% No change 4,331 $2.1M
Cascade Wealth Advisors, Inc 0.93% Reduce -15.9% 4,279 $2.0M
Gateway Wealth Partners, LLC 0.22% Add +35.7% 4,266 $2.0M
Allodium Investment Consultants, LLC 1.02% No change 4,241 $2.0M
Elevation Point Wealth Partners, LLC 0.10% Add +5.7% 4,239 $2.0M
Independent Solutions Wealth Management, LLC 0.37% Add +0.3% 4,237 $2.0M
Clarkston Capital Partners, LLC 0.05% No change 4,234 $2.0M
Broadview Financial Management, LLC 1.34% Reduce -1.6% 4,223 $2.0M
Evermay Wealth Management LLC 0.22% No change 4,206 $2.0M
Raab & Moskowitz Asset Management LLC 0.43% Reduce -0.0% 4,197 $2.0M
Beaird Harris Wealth Management, LLC 0.14% Add +141.2% 4,197 $2.0M
Family Manage LLC 0.25% Add +8.0% 4,178 $2.0M
1834 Investment Advisors Co. 0.25% Reduce -5.8% 4,170 $2.0M
Venturi Wealth Management, LLC 0.09% Reduce -0.4% 4,165 $2.0M
S.A. Mason LLC 0.78% No change 4,144 $2.0M
PFG Investments, LLC 0.09% Add +0.3% 4,137 $2.0M
Resonant Capital Advisors, LLC 0.11% Reduce -6.6% 4,102 $1.9M
Burns J W & Co. Inc. 0.21% Reduce -0.7% 4,091 $1.9M
Zhang Financial LLC 0.07% Add +12.8% 4,082 $1.9M
Verus Capital Partners, LLC 0.13% Reduce -2.6% 4,078 $1.9M
Norris Perne & French LLP 0.13% No change 4,058 $1.9M
BSW Wealth Partners 0.23% Add +0.1% 4,024 $1.9M
Jacobi Capital Management LLC 0.11% Add +0.0% 4,020 $1.9M
Burke & Herbert Bank & Trust Co. 0.52% Reduce -44.1% 4,012 $1.9M
Ironwood Financial, llc 0.32% Reduce -7.2% 3,971 $1.9M
Gallacher Capital Management LLC 0.73% No change 3,999 $1.9M
Cedarwood Wealth LLC 2.10% — 4,005 $1.9M
Kanawha Capital Management LLC 0.13% Reduce -0.9% 3,982 $1.9M
Essex Bank 0.41% Add +1.5% 3,975 $1.9M
SkyView Investment Advisors, LLC 0.24% Reduce -7.3% 3,974 $1.9M
October Effect Ltd 2.06% Reduce -6.3% 3,960 $1.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.47% No change 3,982 $1.9M
Breachway Investments LLC 1.97% — 3,943 $1.9M
Sfmg, LLC 0.13% Add +10.0% 3,940 $1.9M
Yanni & Associates Investment Advisors, LLC 1.86% — 3,936 $1.9M
KCM Investment Advisors LLC 0.06% Reduce -4.3% 3,928 $1.9M
Aspen Grove Capital, LLC 0.32% Add +16.4% 3,927 $1.9M
Donaldson Capital Management, LLC 0.06% No change 3,920 $1.9M
MWA Asset Management 1.03% Reduce -4.5% 3,911 $1.9M
Vigil Wealth Management, LLC 1.54% — 3,905 $1.8M
Jaffetilchin Investment Partners, LLC 0.11% Add +8.2% 3,903 $1.8M
National Bank of Canada 0.00% Reduce -3.7% 3,901 $1.8M
Earned Wealth Advisors, LLC 0.13% New 3,899 $1.8M
CWA Asset Management Group, LLC 0.07% Add +2.9% 3,896 $1.8M
Henrickson Nauta Wealth Advisors, Inc. 0.27% Add +100.0% 3,870 $1.8M
First Hawaiian Bank 0.24% No change 3,887 $1.8M
Planning Alternatives Ltd. 0.23% No change 3,855 $1.8M
Heritage Financial Services, LLC 0.15% Reduce -6.0% 3,854 $1.8M
BHK Investment Advisors, LLC 0.60% Add +4.5% 3,851 $1.8M
BOK Financial Private Wealth, Inc. 0.11% Reduce -4.2% 3,850 $1.8M
Qube Research & Technologies Ltd 0.00% Reduce -47.0% 3,835 $1.8M
Sheets Smith Wealth Management 0.20% No change 3,833 $1.8M
SP Asset Management LLC 0.14% Add +0.0% 3,829 $1.8M
Decision Investments, Inc. 1.97% — 3,805 $1.8M
Geneos Wealth Management Inc. 0.04% Reduce -5.3% 3,789 $1.8M
Strategic Blueprint, LLC 0.11% Reduce -15.8% 3,779 $1.8M
Ewa, LLC 0.44% Add +0.1% 3,779 $1.8M
Castleark Management LLC 0.05% New 3,770 $1.8M
Edgemoor Investment Advisors, Inc. 0.14% Reduce -36.4% 3,762 $1.8M
Capula Management Ltd 0.01% New 3,748 $1.8M
HTG Investment Advisors, Inc. 0.54% Reduce -8.9% 3,746 $1.8M
Manchester Capital Management LLC 0.24% Reduce -7.0% 3,746 $1.8M
Wealthspire Retirement, LLC 0.11% Reduce -5.3% 3,736 $1.8M
Keebeck Wealth Management 0.20% Add +15.5% 3,714 $1.8M
Cloud Capital Management, LLC 0.83% Add +1615.3% 3,705 $1.8M
Watershed Private Wealth LLC 0.52% No change 3,691 $1.7M
BlueChip Wealth Advisors LLC 0.73% Reduce -2.0% 3,677 $1.7M
WealthPLAN Partners, LLC 0.26% Add +8.8% 3,675 $1.7M
Thrive Wealth Management, LLC 0.26% Add +7.0% 3,674 $1.7M
Pallas Capital Advisors LLC 0.06% Add +4.2% 3,663 $1.7M
Laurel Wealth Advisors LLC 0.23% No change 3,645 $1.7M
Financial Perspectives, Inc 0.46% Add +7.4% 3,641 $1.7M
Harvest Investment Services, LLC 0.32% Add +3.4% 3,638 $1.7M
Encompass Wealth Advisors, LLC 0.59% No change 3,633 $1.7M
Fortis Capital Advisors, LLC 0.25% Reduce -1.6% 3,633 $1.7M
True North Advisors, LLC 0.22% Reduce -70.0% 3,607 $1.7M
Carret Asset Management, LLC 0.16% No change 3,601 $1.7M
Archford Capital Strategies, LLC 0.20% No change 3,600 $1.7M
Forum Private Client Group LLC 0.58% Reduce -2.1% 3,593 $1.7M
Intelligence Driven Advisers, LLC 0.24% Reduce -9.5% 3,577 $1.7M
American Investment Services, Inc. 0.39% Reduce -0.1% 3,573 $1.7M
Edgestream Partners, L.P. 0.05% Reduce -5.9% 3,573 $1.7M
Renasant Bank 1.14% Reduce -2.4% 3,562 $1.7M
Financial Management Network Inc. 0.27% Reduce -1.9% 3,568 $1.7M
AAF Wealth Management, LLC 0.71% Reduce -0.5% 3,553 $1.7M
Selective Wealth Management, Inc. 0.52% Reduce -2.2% 3,565 $1.7M
Jupiter Wealth Management LLC 0.75% No change 3,735 $1.7M
GAMCO Investors 0.02% Reduce -0.8% 3,530 $1.7M
Pin Oak Investment Advisors Inc. 1.17% Reduce -4.0% 3,649 $1.7M
Bluespring Wealth Management, LLC 0.14% Add +6.9% 3,521 $1.7M
Asset Management Group, Inc. 0.27% Reduce -3.4% 3,505 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -1.4% 3,502 $1.7M
Eldridge Investment Advisors, Inc. 0.36% Reduce -2.4% 3,484 $1.6M
Cambridge Financial Group, LLC 0.57% Reduce -9.2% 4,103 $1.6M
Pursue Wealth Partners LLC 0.80% Add +0.0% 3,478 $1.6M
Riverpoint Wealth Management Holdings, LLC 0.35% Add +1.2% 3,472 $1.6M
Advisory Resource Group 0.29% Reduce -9.8% 3,468 $1.6M
Regimen Wealth, LLC 0.48% No change 3,466 $1.6M
Walkner Condon Financial Advisors LLC 0.23% Add +1.3% 3,465 $1.6M
Snider Financial Group 0.44% Reduce -47.7% 3,462 $1.6M
Amplius Wealth Advisors, LLC 0.14% Reduce -6.9% 3,460 $1.6M
American Trust 0.14% Reduce -69.2% 3,441 $1.6M
Trivium Point Advisory, LLC 0.16% Reduce -0.2% 3,440 $1.6M
PFG Advisors 0.08% Reduce -32.6% 3,433 $1.6M
Brio Consultants, LLC 0.21% Reduce -8.1% 3,429 $1.6M
Greatmark Investment Partners, Inc. 0.19% Add +14.4% 3,417 $1.6M
TFR Capital, LLC. 0.53% Add +17.8% 3,410 $1.6M
Advus Financial Partners, LLC 0.39% Add +474.0% 3,404 $1.6M
Benchmark Financial Wealth Advisors, LLC 0.46% Reduce -7.6% 3,403 $1.6M
Capital Investment Counsel, LLC 0.22% Add +20.3% 3,393 $1.6M
Falcon Wealth Planning 0.14% Reduce -1.4% 3,388 $1.6M
Peck Wealth Management, LLC 1.52% Reduce -13.5% 3,385 $1.6M
Sharp Wealth Advisory, LLC 0.80% No change 3,379 $1.6M
Ballast Advisors LLC 0.44% Reduce -1.2% 3,378 $1.6M
Rockwood Wealth Management, LLC 0.12% Reduce -6.5% 3,375 $1.6M
Aspen Wealth Management LLC 0.33% Reduce -0.2% 3,359 $1.6M
Stratos Investment Management, LLC 0.06% Add +0.3% 3,354 $1.6M
CBIZ Investment Advisory Services, LLC 0.06% Add +55.1% 3,353 $1.6M
Founders Financial Securities LLC 0.09% Add +7.1% 3,352 $1.6M
United Bank 0.21% No change 3,349 $1.6M
Parisi Gray Wealth Management 0.36% Reduce -0.5% 3,340 $1.6M
Bayban 1.39% — 3,330 $1.6M
Berbice Capital Management LLC 0.95% No change 3,329 $1.6M
Kovack Advisors, Inc. 0.08% Add +134.2% 3,328 $1.6M
Golden Road Advisors LLC 0.90% Reduce -3.2% 3,323 $1.6M
Lyell Wealth Management, LP 0.11% No change 3,320 $1.6M
Townsend Asset Management Corp. /NC/ 0.55% Reduce -1.4% 3,313 $1.6M
Partners in Financial Planning 0.27% Reduce -13.8% 3,312 $1.6M
Davidson Trust Co. 0.65% Reduce -1.4% 3,309 $1.6M
Schnieders Capital Management, Llc. 0.24% No change 3,304 $1.6M
Ritholtz Wealth Management 0.03% No change 3,301 $1.6M
Forefront Wealth Partners, LLC 0.74% Reduce -0.2% 3,282 $1.6M
Appleton Partners Inc. 0.10% Add +0.1% 3,278 $1.6M
Pacific Capital Wealth Advisors, Inc. 0.27% Reduce -2.1% 3,271 $1.5M
Greenwood Gearhart LLC 0.09% Reduce -7.9% 3,271 $1.5M
Wealthedge Investment Advisors, LLC 0.57% Reduce -6.3% 3,254 $1.5M
SageView Advisory Group, LLC 0.05% Reduce -4.7% 3,250 $1.5M
Private Wealth Asset Management, LLC 0.17% Reduce -13.4% 3,225 $1.5M
HFG Advisors, Inc. 1.10% Add +7.2% 3,216 $1.5M
Columbia Bank 0.42% Add +4.0% 3,216 $1.5M
Rothschild Wealth LLC 0.15% Add +331.7% 3,216 $1.5M
Portland Global Advisors LLC 0.16% No change 3,215 $1.5M
Keystone Wealth Services, LLC 0.32% Add +0.2% 3,214 $1.5M
Westmount Partners, LLC 0.38% Add +2.5% 3,201 $1.5M
Ellevest, Inc. 0.21% No change 3,179 $1.5M
Diversified Enterprises, LLC 0.09% Add +0.1% 3,170 $1.5M
Baltimore-Washington Financial Advisors, Inc. 0.06% Add +1.4% 3,158 $1.5M
Latitude Advisors, LLC 0.66% Reduce -30.7% 3,156 $1.5M
HHM Wealth Advisors, LLC 0.18% Add +1.6% 3,153 $1.5M
Maseco LLP 0.06% New 3,153 $1.5M
Riverview Capital Advisers, LLC 0.45% Add +0.5% 3,151 $1.5M
J. Safra Sarasin Holding AG 0.02% No change 3,127 $1.5M
First Commonwealth Financial Corp 0.25% Add +0.1% 3,150 $1.5M
Kera Capital Partners, Inc. 0.18% No change 3,187 $1.5M
First Manhattan Co. Llc. 0.00% Add +6.8% 3,136 $1.5M
Verus Wealth Management, LLC 1.38% No change 3,122 $1.5M
Facet Wealth, Inc. 0.03% Add +50.2% 3,115 $1.5M
Boyum Wealth Architects LLC 0.69% Reduce -1.5% 3,148 $1.5M
Coastal Bridge Advisors, LLC 0.11% Reduce -0.3% 3,113 $1.5M
Proactive Wealth Strategies LLC 0.58% Reduce -1.6% 3,113 $1.5M
GW Henssler & Associates Ltd. 0.07% Reduce -0.1% 3,111 $1.5M
M. Kulyk & Associates, LLC 0.28% Reduce -0.2% 3,110 $1.5M
Chapin Davis, Inc. 0.34% Reduce -4.6% 3,083 $1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +0.1% 3,082 $1.5M
Farmers National Bank 0.33% Reduce -1.6% 3,079 $1.5M
Arista Wealth Management, LLC 0.18% No change 3,076 $1.5M
Bailard, Inc. 0.03% Reduce -6.9% 3,071 $1.5M
Csenge Advisory Group 0.07% Add +28.8% 3,069 $1.5M
Carnegie Investment Counsel 0.03% Reduce -32.6% 3,067 $1.5M
LS Investment Advisors, LLC 0.20% Add +1.2% 3,051 $1.4M
Ballew Advisors, Inc 0.81% Reduce -0.2% 3,028 $1.4M
Tortoise Investment Management, LLC 0.13% No change 3,043 $1.4M
SmartHarvest Portfolios, LLC 0.50% — 3,042 $1.4M
Code Waechter LLC 0.92% No change 3,040 $1.4M
Ruggiero Investments, Inc. 1.30% — 3,033 $1.4M
Chicago Capital, LLC 0.04% Add +0.9% 3,028 $1.4M
Heritage Wealth Advisors 0.05% New 3,027 $1.4M
Silicon Valley Capital Partners 0.13% Reduce -0.5% 3,016 $1.4M
Smithbridge Asset Management Inc. 0.12% New 3,014 $1.4M
Financial Partners Group, Inc 0.16% Reduce -0.1% 3,061 $1.4M
Sincerus Advisory, LLC 1.15% Add +16.5% 3,012 $1.4M
Retirement Planning Group, LLC 0.05% Add +2.1% 3,011 $1.4M
Cordgrass Capital Advisors, LLC 0.34% Reduce -0.4% 3,005 $1.4M
Mattern Capital Management, LLC 0.17% Reduce -5.0% 3,003 $1.4M
ASL Financial, LLC 1.11% — 2,985 $1.4M
Manhattan West Asset Management, LLC 0.29% Reduce -0.5% 2,982 $1.4M
Fairvoy Private Wealth, LLC 0.32% No change 2,979 $1.4M
Atala Financial Inc 0.90% No change 2,975 $1.4M
FWL Investment Management, LLC 0.34% No change 2,975 $1.4M
WestHill Financial Advisors, Inc. 0.27% Reduce -0.9% 2,972 $1.4M
Wealthstar Advisors, LLC 0.76% Reduce -1.6% 2,967 $1.4M
Realta Investment Advisors 0.46% Add +4.8% 2,957 $1.4M
Nations Financial Group Inc, /Ia/ 0.07% Add +5.1% 2,950 $1.4M
Integrity Alliance, Llc. 0.05% Add +54.8% 2,941 $1.4M
Daybright Advisory Services, Inc. 0.37% — 2,933 $1.4M
Kesler, Norman & Wride, LLC 0.24% New 2,932 $1.4M
Atalanta Sosnoff Capital, LLC 0.03% Reduce -22.3% 2,932 $1.4M
Chilton Capital Management LLC 0.05% No change 2,930 $1.4M
Wellington Grp LLC 0.46% — 2,926 $1.4M
Heartwood Wealth Advisors LLC 0.13% No change 2,916 $1.4M
Geneva Partners, LLC 0.49% Add +0.2% 2,901 $1.4M
Linden Thomas Advisory Services, LLC 0.14% New 2,895 $1.4M
Stanich Group LLC 1.03% Reduce -3.4% 2,891 $1.4M
Rollins Financial Advisors, LLC 0.20% Add +2.1% 2,890 $1.4M
Destination Wealth Management 0.04% No change 2,889 $1.4M
Opal Wealth Advisors, LLC 0.36% Add +468.4% 2,882 $1.4M
Coastline Trust Co 0.13% Reduce -1.5% 2,871 $1.4M
Steph & Co. 0.39% No change 2,861 $1.4M
Orgel Wealth Management, LLC 0.03% Add +4.8% 2,859 $1.4M
Woodmont Investment Counsel LLC 0.08% Reduce -5.0% 2,854 $1.4M
Hurley Capital, LLC 0.76% No change 2,853 $1.4M
Maxele Advisors, LLC 1.10% Reduce -1.4% 2,852 $1.3M
Aureum Wealth Management, LLC 1.25% — 2,849 $1.3M
Black Diamond Financial, LLC 0.14% Add +202.4% 2,840 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Reduce -1.0% 2,838 $1.3M
Pine Valley Investments Ltd Liability Co 0.07% Add +1.3% 2,838 $1.3M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -0.5% 2,834 $1.3M
Alteri Wealth LLC 0.43% Add +2.3% 2,832 $1.3M
High Falls Advisors, Inc 0.27% Reduce -0.1% 2,828 $1.3M
American Financial & Tax Strategies Inc. 0.67% Reduce -15.0% 2,824 $1.3M
Rockbridge Investment Management, LCC 0.12% No change 2,819 $1.3M
TAGStone Capital, Inc. 0.50% Add +0.1% 2,818 $1.3M
Baker Boyer National Bank 0.40% No change 2,810 $1.3M
Bulltick Wealth Management, LLC 0.28% Reduce -79.5% 2,806 $1.3M
Wedmont Private Capital 0.05% Add +6.0% 2,776 $1.3M
Bci Securities, Inc. 11.43% — 2,797 $1.3M
Interchange Capital Partners, LLC 0.25% Reduce -0.4% 2,794 $1.3M
Anderson Hoagland & Co. 0.11% Reduce -0.6% 2,791 $1.3M
Capital Research Global Investors 0.00% Add +351.6% 2,768 $1.3M
Addison Advisors LLC 0.30% Reduce -4.6% 2,790 $1.3M
Crumly & Associates Inc. 0.28% No change 2,786 $1.3M
Nova R Wealth, Inc. 0.48% Add +0.1% 2,773 $1.3M
NWK Group, Inc. 0.45% Reduce -8.5% 2,766 $1.3M
Galvin, Gaustad & Stein, LLC 0.10% Reduce -7.9% 2,751 $1.3M
Financial Plan, Inc. 0.15% — 2,750 $1.3M
Flagship Private Wealth, LLC 0.51% Add +0.1% 2,749 $1.3M
CoreCap Advisors, LLC 0.05% Add +10.4% 2,740 $1.3M
Sprinkle Financial Consultants LLC 0.66% No change 2,737 $1.3M
St. Clair Advisors, LLC 0.33% Add +7.7% 2,734 $1.3M
Berkeley Capital Partners, LLC 0.30% Reduce -5.3% 2,727 $1.3M
Tull Financial Group, Inc. 0.55% No change 2,723 $1.3M
Barnes Pettey Financial Advisors, LLC 0.64% No change 2,722 $1.3M
Seneca Financial Advisors LLC 0.39% Reduce -13.4% 2,720 $1.3M
ZWJ Investment Counsel Inc. 0.05% No change 2,713 $1.3M
Harbor Asset Planning, Inc. 1.09% Add +1.2% 2,706 $1.3M
Per Stirling Capital Management, LLC. 0.14% Add +2.4% 2,704 $1.3M
First City Capital Management, Inc. 0.68% Reduce -2.7% 2,704 $1.3M
Petredis Investment Advisors LLC 0.10% No change 2,703 $1.3M
Cozad Asset Management Inc. 0.10% No change 2,699 $1.3M
Goldstein Advisors, LLC 0.14% Reduce -5.9% 2,687 $1.3M
Waterfront Wealth Inc. 0.24% No change 2,698 $1.3M
17 Capital Partners, LLC 0.66% Reduce -31.7% 2,671 $1.3M
Rice Partnership, LLC 0.17% Add +14.3% 2,662 $1.3M
KLCM Advisors, Inc. 0.11% New 2,654 $1.3M
Apollon Financial, LLC 0.18% Add +2.0% 2,642 $1.3M
Insight Advisors, LLC/ PA 0.19% Add +0.1% 2,641 $1.2M
Aventura Private Wealth, LLC 0.45% Add +7.9% 2,637 $1.2M
Spinnaker Trust 0.07% No change 2,636 $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
CFS Investment Advisory Services, LLC 0.09% Reduce -29.6% 2,627 $1.2M
Argus Investors' Counsel, Inc. 0.99% Reduce -4.9% 2,626 $1.2M
Tannin Capital LLC 1.11% — 2,618 $1.2M
Naviter Wealth, LLC 0.16% New 2,618 $1.2M
Kavar Capital Partners Group, LLC 0.17% Add +12.4% 2,617 $1.2M
WCM Investment Management, LLC 0.00% New 2,580 $1.2M
Smithfield Trust Co 0.05% No change 2,594 $1.2M
First Bank & Trust 0.20% No change 2,594 $1.2M
Fortis Group Advisors, LLC 0.20% Add +0.2% 2,582 $1.2M
JT Stratford LLC 0.16% Add +22.5% 2,582 $1.2M
Everett Harris & Co. 0.01% No change 2,573 $1.2M
COFG Advisors, LLC 0.30% — 2,571 $1.2M
Nicholas Hoffman & Company, LLC. 0.03% Add +16.8% 2,564 $1.2M
Clear Creek Financial Management, LLC 0.10% Reduce -7.8% 2,558 $1.2M
Theory Financial LLC 0.41% No change 2,567 $1.2M
Foster Group, Inc. 0.04% Add +22.6% 2,554 $1.2M
One Day In July LLC 0.10% Add +5.9% 2,539 $1.2M
Presilium Private Wealth, LLC 0.22% Add +5.9% 2,520 $1.2M
Capital Investment Advisory Services, LLC 0.08% Add +11.5% 2,516 $1.2M
Hamilton Point Investment Advisors, LLC 0.18% Add +10.1% 2,515 $1.2M
Pandora Wealth, Inc. 0.72% No change 2,515 $1.2M
Symphony Financial, Ltd. Co. 0.16% Add +18.5% 2,484 $1.2M
Orleans Capital Management Corp. 0.74% New 2,500 $1.2M
Two Sigma Securities, LLC 0.16% Reduce -3.0% 2,490 $1.2M
Topsail Wealth Management, LLC 0.17% No change 2,486 $1.2M
Prosperity Wealth Management, Inc. 0.39% No change 2,485 $1.2M
MA Private Wealth 0.20% No change 2,485 $1.2M
Capital City Trust Co. 0.26% Reduce -3.9% 2,475 $1.2M
Burney Co./ 0.04% Add +17.0% 2,466 $1.2M
Pacific Financial Group Inc. 0.65% Reduce -22.3% 2,464 $1.2M
Golden State Wealth Management, LLC 0.12% Reduce -11.4% 2,448 $1.2M
MLG Wealth Management DBA Pine Grove Financial Group 0.14% — 2,441 $1.2M
Capital Advisors Inc. 0.02% No change 2,441 $1.2M
Madison Asset Management, LLC 0.01% No change 2,440 $1.2M
Presidio Capital Management, LLC 0.35% Add +0.1% 2,435 $1.2M
Z3 Capital Partners, LLC 0.28% — 2,431 $1.2M
Operose Advisors LLC 0.27% Reduce -6.3% 2,424 $1.1M
Benjamin Edwards Inc. 0.01% Reduce -30.9% 2,406 $1.1M
Ascentis Independent Advisors 0.18% Reduce -17.1% 2,401 $1.1M
First Financial Corp. 0.43% Add +4.1% 2,399 $1.1M
Sunbelt Securities, Inc. 0.08% Reduce -29.8% 2,397 $1.1M
LongView Wealth Management 0.27% Add +1.4% 2,366 $1.1M
West Paces Advisors Inc. 0.22% Add +6.4% 2,384 $1.1M
Castleview Partners, LLC 0.56% Reduce -0.1% 2,383 $1.1M
Ledyard National Bank 0.10% Reduce -0.7% 2,383 $1.1M
SMI Advisory Services, LLC 0.19% Reduce -93.8% 2,361 $1.1M
Signal Advisors Wealth, LLC 0.09% Reduce -3.4% 2,380 $1.1M
Texas Yale Capital Corp. 0.03% Add +6.3% 2,378 $1.1M
TFC Financial Management, Inc. 0.14% Reduce -8.9% 2,377 $1.1M
Magnolia Private Wealth, LLC 0.78% No change 2,373 $1.1M
Kelman-Lazarov, Inc. 0.16% No change 2,367 $1.1M
Signature Wealth Management Partners, LLC 0.55% Add +0.0% 2,365 $1.1M
Vericrest Private Wealth 0.99% — 2,364 $1.1M
Farmers & Merchants Investments Inc. 0.03% Reduce -9.6% 2,359 $1.1M
Navis Wealth Advisors, LLC 0.47% Add +17.9% 2,358 $1.1M
Beacon Capital Management, LLC 0.17% Add +0.1% 2,349 $1.1M
Compton Wealth Advisory Group, LLC 0.24% No change 2,347 $1.1M
Elevation Wealth Management LLC 1.06% — 2,344 $1.1M
United Advisor Group, LLC 0.14% New 2,338 $1.1M
Waystone Advisors LLC 0.95% — 2,333 $1.1M
TruNorth Capital Management, LLC 0.21% No change 2,327 $1.1M
Reston Wealth Management LLC 0.33% Add +0.0% 2,296 $1.1M
Mosaic Financial Group, LLC 0.74% Add +0.1% 2,290 $1.1M
Kathmere Capital Management, LLC 0.07% No change 2,288 $1.1M
Arbor Capital Management Inc. 0.90% Reduce -10.3% 2,254 $1.1M
FourThought Financial Partners, LLC 0.09% Reduce -0.2% 2,273 $1.1M
Strategic Financial Services, Inc. 0.05% Reduce -8.6% 2,346 $1.1M
Axis Wealth Partners, LLC 0.59% Reduce -2.7% 2,255 $1.1M
Citizens & Northern Corp. 0.26% Add +5.5% 2,254 $1.1M
HBW Advisory Services LLC 0.12% Add +8.5% 2,253 $1.1M
Elevatus Welath Management 0.29% Add +0.1% 2,253 $1.1M
SFG Wealth Management, LLC. 0.42% Reduce -3.4% 2,253 $1.1M
Verus Financial Partners, Inc. 0.10% Reduce -4.5% 2,257 $1.1M
Wealth Architects, LLC 0.10% No change 2,246 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +120.3% 2,243 $1.1M
Tennessee Valley Asset Management Partners 0.14% Reduce -11.6% 2,234 $1.1M
Principle Wealth Partners LLC 0.06% No change 2,234 $1.1M
Oak Wealth Advisors LLC 0.60% No change 2,224 $1.1M
Orrstown Financial Services Inc. 0.18% No change 2,219 $1.1M
Lee Financial Co 0.14% No change 2,219 $1.1M
Weaver Consulting Group 0.26% No change 2,218 $1.0M
First Trust Advisors LP 0.00% Add +27.4% 2,211 $1.0M
Thoroughbred Financial Services, LLC 0.06% Add +7.8% 2,205 $1.0M
Private Wealth Advisors, LLC 0.38% No change 2,202 $1.0M
Anson Capital, Inc. 0.76% No change 2,200 $1.0M
Juncture Wealth Strategies, LLC 0.34% Add +48.7% 2,199 $1.0M
Trust Co. of Vermont 0.04% Add +1.2% 2,196 $1.0M
Union Savings Bank 0.45% — 2,194 $1.0M
Leonard Rickey Investment Advisors P.L.L.C. 0.19% Reduce -0.7% 2,192 $1.0M
Aureus Asset Management, LLC 0.07% Add +146.6% 2,190 $1.0M
Prosperity Planning, Inc. 0.38% Reduce -3.7% 2,187 $1.0M
YANKCOM Partnership 0.44% Add +0.1% 2,184 $1.0M
GEM Asset Management, LLC 0.46% No change 2,167 $1.0M
Sightline Wealth Advisors, LLC 0.44% Reduce -1.5% 2,181 $1.0M
Motco 0.09% Add +10.9% 2,179 $1.0M
Larson Financial Group LLC 0.03% Reduce -1.9% 2,179 $1.0M
Three Bearings Fiduciary Advisors, Inc. 0.96% — 2,208 $1.0M
Stockman Wealth Management, Inc. 0.12% No change 2,171 $1.0M
Strathmore Capital Advisors, Inc. 0.34% No change 2,170 $1.0M
Tyche Wealth Partners LLC 0.16% Reduce -1.0% 2,169 $1.0M
Mascagni Wealth Management, Inc. 0.76% No change 2,159 $1.0M
Armstrong, Fleming & Moore, Inc 0.47% Reduce -0.6% 2,155 $1.0M
Wealth Alliance, LLC 0.10% Add +21.1% 2,153 $1.0M
Marino, Stram & Associates LLC 0.18% Reduce -18.1% 2,151 $1.0M
SpringVest Wealth Management LLC 0.71% Reduce -0.7% 2,150 $1.0M
Investor's Fiduciary Advisor Network, LLC 0.22% New 2,150 $1.0M
Eight 31 Financial, LLC 0.55% Reduce -7.8% 2,127 $1.0M
Parr McKnight Wealth Management Group, LLC 0.13% Reduce -8.0% 2,123 $1.0M
Wealthgarden F.S. LLC 0.66% Add +11.4% 2,128 $1.0M
Single Point Partners, LLC 0.20% Reduce -6.5% 2,116 $1.0M
Curran Financial Partners, LLC 0.19% Add +0.7% 2,115 $1.0M
Accel Wealth Management 0.27% Add +8.1% 2,114 $1.0M
Demars Financial Group, LLC 0.33% Add +3.9% 2,113 $1.0M
Harfst & Associates, Inc. 0.18% Reduce -0.5% 2,109 $998K
Country Trust Bank 0.02% No change 2,103 $995K
YHB Investment Advisors, Inc. 0.07% Reduce -0.7% 2,102 $995K
SHP Wealth Management 0.08% — 2,100 $994K
Atwood & Palmer Inc. 0.06% Reduce -3.8% 2,092 $990K
KilterHowling LLC 0.50% Add +0.1% 2,091 $990K
Advisory Alpha, LLC 0.03% Add +2.4% 2,087 $988K
Fortitude Financial, LLC 0.84% Add +0.5% 2,084 $986K
Victory Financial Group, LLC 0.12% Add +1.6% 2,083 $986K
EdgeRock Capital LLC 0.26% Add +5.7% 2,081 $985K
Muirfield Wealth Advisors LLC 0.72% Reduce -10.0% 2,078 $984K
Jamison Private Wealth Management, Inc. 0.12% Add +1.1% 2,078 $983K
Bank of Hawaii 0.05% No change 2,076 $983K
Money Concepts Capital Corp. 0.05% Reduce -5.7% 2,058 $974K
Washington Trust Advisors, Inc. 0.07% Reduce -37.9% 2,055 $973K
MSH Capital Advisors LLC 0.21% Add +68.3% 2,050 $970K
Kaydan Wealth Management, Inc. 0.28% Reduce -0.1% 2,047 $969K
Debussy Capital Management LP 0.13% No change 2,046 $968K
Integrity Wealth Solutions LLC 0.38% Reduce -9.2% 2,041 $966K
Calton & Associates, Inc. 0.14% Add +2.1% 2,039 $965K
Hubbell Strickland Wealth Management, LLC 0.39% Add +0.1% 2,038 $965K
LBMC Investment Advisors, LLC 0.06% No change 2,038 $965K
Pps&v Asset Management Consultants, Inc. 0.56% No change 2,036 $964K
S.E.E.D. Planning Group LLC 0.27% No change 2,036 $964K
LRI Investments, LLC 0.08% Add +64.2% 2,024 $958K
William Howard & Co Financial Advisors Inc 0.81% Add +0.1% 2,022 $957K
Heritage Investors Management Corp. 0.03% Add +4.1% 2,023 $957K
Hazlett, Burt & Watson, Inc. 0.31% Add +8.6% 2,017 $956K
Beese Fulmer Investment Management, Inc. 0.06% Reduce -1.4% 2,016 $954K
JTC Employer Solutions Trustee Ltd 0.06% No change 2,016 $954K
TRUE Private Wealth Advisors 0.10% No change 2,015 $954K
Pennington Partners & Co., LLC 0.38% No change 2,013 $953K
Magnolia Capital Advisors LLC 0.20% Add +6.1% 2,007 $950K
Sovereign Financial Group, Inc. 0.17% No change 2,001 $947K
Sage Rhino Capital LLC 0.18% No change 2,000 $947K
Rosenblum Silverman Sutton S F Inc. 0.22% Reduce -0.1% 1,999 $946K
Torray Investment Partners LLC 0.14% Add +75.1% 1,993 $943K
North Star Investment Management Corp. 0.06% No change 1,992 $943K
PUREfi Wealth, LLC 0.72% Reduce -1.8% 1,990 $942K
Planning Project LLC 0.24% — 1,986 $940K
JB Capital LLC 0.04% Add +11.4% 1,985 $940K
Parker Financial LLC 0.38% Reduce -0.8% 1,982 $938K
Core Wealth Advisors, Inc. 0.24% No change 1,980 $937K
McIlrath & Eck, LLC 0.09% Reduce -0.7% 1,976 $935K
Parsons Capital Management Inc. 0.05% Reduce -7.3% 1,976 $935K
MMBG Investment Advisors Co. 0.08% No change 1,969 $932K
EnRich Financial Partners LLC 0.25% No change 1,965 $930K
Sage Private Wealth Group, LLC 0.50% Add +6.6% 1,959 $927K
Howe & Rusling Inc. 0.06% Add +180.3% 1,954 $925K
Stegner Investment Associates Inc. 0.49% Reduce -37.6% 1,945 $921K
Allred Capital Management, LLC 0.33% No change 1,932 $914K
Strategies Wealth Advisors, LLC 0.09% No change 1,931 $914K
Nabity-Jensen Investment Management Inc 0.62% No change 1,931 $914K
Gibson Capital, LLC 0.17% No change 1,930 $913K
Wealth Science Advisors LLC 0.53% — 1,927 $912K
Aufman Associates Inc 0.47% No change 1,927 $912K
Lam Group, Inc. 0.52% No change 1,925 $911K
Old Peak Finance LLC 0.56% — 1,923 $910K
King Wealth Management Group 0.11% No change 1,922 $910K
Balboa Wealth Partners 0.15% Reduce -1.2% 1,921 $909K
Towne Trust Company, N.A 0.28% Reduce -11.8% 1,915 $906K
Weatherly Asset Management L. P. 0.07% No change 1,915 $906K
Sandy Cove Advisors, LLC 0.27% Add +1.1% 1,913 $905K
Traphagen Investment Advisors LLC 0.07% No change 1,908 $903K
Trust Co. of Toledo NA 0.09% No change 1,895 $897K
SPWM Advisors LLC 0.86% — 1,892 $896K
Pacific Point Advisors, LLC 0.48% Reduce -0.3% 1,888 $894K
Robinson Value Management, Ltd. 0.48% Add +21.5% 1,885 $892K
Retirement Solution LLC 0.20% Add +6.3% 1,876 $888K
Hansen & Associates Financial Group, Inc. 0.48% Add +2.9% 1,927 $886K
Pension & Wealth Management Advisors, Inc. 0.26% Reduce -1.5% 1,871 $886K
Hanover Advisors Inc. 0.34% No change 1,869 $885K
Westwood Wealth Management 0.66% New 1,867 $884K
Lionshead Wealth Management, LLC 0.66% Add +0.2% 1,867 $884K
Ascentis Wealth Management, LLC 0.23% Reduce -14.7% 1,862 $881K
Brogan Financial, Inc. 0.38% Add +0.1% 1,860 $880K
St Germain D J Co. Inc. 0.03% Reduce -1.4% 1,857 $879K
Higgins & Schmidt Wealth Strategies LLC 0.42% Reduce -0.6% 1,852 $877K
Payne Capital LLC 0.89% Add +0.1% 1,851 $876K
Harbor Group, Inc. 0.13% Add +28.4% 1,846 $874K
Oxler Private Wealth LLC 0.25% Add +0.1% 1,845 $873K
Signature Estate & Investment Advisors LLC 0.02% No change 1,843 $872K
Urban Wealth Management, LLC 0.81% — 1,841 $871K
Blue Chip Partners, LLC 0.06% Reduce -0.7% 1,838 $870K
Maridea Wealth Management LLC 0.13% Add +32.8% 1,838 $870K
Sunpointe, LLC 0.29% Add +1.0% 1,835 $869K
Greenhouse Wealth Management, LLC 0.51% Add +0.1% 1,834 $868K
Liberty Capital Management, Inc. 0.16% Add +69.7% 1,833 $868K
Twin Focus Capital Partners, LLC 0.10% New 1,833 $868K
Gray Private Wealth, LLC 0.42% No change 1,830 $866K
Telos Capital Management, Inc. 0.08% Reduce -2.1% 1,830 $866K
Acima Private Wealth, LLC 0.27% No change 1,829 $866K
Bragg Financial Advisors, Inc 0.03% Reduce -3.4% 1,827 $865K
Root Financial Partners, LLC 0.04% Add +42.1% 1,827 $865K
Cassia Capital Partners, LLC 0.47% Reduce -2.6% 1,820 $861K
Alpha Cubed Investments, LLC 0.03% Add +4.1% 1,818 $860K
Benedict Financial Advisors Inc. 0.18% No change 1,818 $860K
Capital International Investors 0.00% New 1,804 $860K
Grantvest Financial Group LLC 0.55% Add +47.4% 1,814 $859K
Stonehearth Capital Management, LLC 0.32% No change 1,812 $858K
Calamos Advisors LLC 0.01% New 1,811 $857K
Little House Capital LLC 0.21% Reduce -4.7% 1,806 $855K
Taylor & Morgan Wealth Management, LLC 0.48% No change 1,804 $854K
Warner Financial, Inc. 0.29% Add +0.1% 1,794 $849K
Ring Mountain Capital, LLC 0.43% Reduce -7.8% 1,802 $848K
Cypress Financial Planning LLC 0.24% No change 1,777 $848K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -6.8% 1,790 $847K
Legacy Capital Wealth Partners, LLC 0.18% Add +0.1% 1,780 $843K
Persium Advisors, LLC 0.61% Reduce -3.9% 1,774 $840K
Cardinal Point Capital Management ULC 0.05% Reduce -1.7% 1,772 $839K
Legacy Financial Advisors, Inc. 0.12% New 1,770 $838K
Mason Investment Advisory Services, Inc. 0.04% No change 1,766 $836K
Argos Wealth Advisors, LLC 0.22% — 1,761 $833K
Alpine Bank Wealth Management 0.12% Reduce -4.4% 1,755 $831K
Lodestar Private Asset Management LLC 0.08% Reduce -9.8% 1,752 $829K
Legacies Wealth LLC 0.47% New 1,750 $828K
First American Trust, FSB 0.06% Add +6.1% 1,747 $827K
PKS Advisory Services, LLC 0.19% Add +0.6% 1,744 $826K
Providence Financial Advisors, LLC 0.82% Reduce -62.0% 1,744 $825K
Valley Wealth Managers, Inc. 0.05% Add +3.3% 1,740 $824K
Mission Creek Capital Partners, Inc. 0.17% Add +37.8% 1,740 $823K
Burton Enright Welch 0.12% Add +0.3% 1,738 $823K
Net Worth Advisory Group 0.17% Add +35.5% 1,737 $822K
Generation Capital Management LLC 0.53% Add +12.2% 1,736 $822K
Family Investment Center, Inc. 0.17% Reduce -0.1% 1,735 $821K
Kingstone Capital Partners Texas, LLC 0.48% Add +0.1% 1,726 $817K
TCI Wealth Advisors, Inc. 0.04% Reduce -34.0% 1,726 $817K
Headland Capital, LLC 0.23% Reduce -8.5% 1,719 $814K
Power Wealth Management LLC 0.29% Add +3.9% 1,715 $812K
Pine Haven Investment Counsel, Inc 0.58% Reduce -1.4% 1,710 $809K
Bridgewater Advisors Inc. 0.05% Add +2.5% 1,750 $809K
Kirtland Hills Capital Management, LLC 0.28% No change 1,707 $808K
Coordinated Financial Services, Inc. 0.47% Add +32.1% 1,706 $807K
Barnett & Company, Inc. 0.65% Reduce -0.9% 1,705 $807K
Milestone Asset Management Group, LLC 0.46% No change 1,704 $807K
New Republic Capital, LLC 0.22% Add +86.7% 1,703 $806K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -2.9% 1,701 $805K
Cornell Pochily Investment Advisors, Inc. 0.23% Add +0.1% 1,701 $805K
TrustBank 0.34% — 1,700 $805K
Bell Bank 0.03% Reduce -1.2% 1,700 $805K
Camden National Bank 0.11% No change 1,697 $803K
Triad Wealth Partners, LLC 0.08% Add +48.3% 1,690 $800K
Elm Partners Management LLC 0.04% Reduce -78.5% 1,689 $800K
Strive Financial Group ,LLC 0.42% — 1,684 $797K
waypoint wealth counsel 0.29% No change 1,683 $797K
Parkshore Wealth Management, Inc. 0.30% Add +0.1% 1,683 $796K
Cambria Investment Management, L.P. 0.05% Add +136.6% 1,680 $795K
Precision Wealth Strategies, LLC 0.26% No change 1,677 $794K
Commonwealth Retirement Investments LLC 0.26% No change 1,674 $792K
NWF Advisory Services Inc. 0.09% Reduce -3.3% 1,669 $790K
Financial Insights, Inc. 0.26% No change 1,666 $789K
Requisite Capital Management, LLC 0.15% Add +9.3% 1,664 $788K
Cache Advisors, LLC 0.10% No change 1,659 $785K
Princeton Global Asset Management LLC 0.13% Add +36.1% 1,656 $784K
Baring Financial LLC 0.48% Reduce -21.4% 1,655 $783K
Goldstone Financial Group, LLC 0.09% Reduce -1.9% 1,653 $782K
Expressive Wealth LLC 0.84% — 1,650 $781K
Peak Planning Group, LLC 0.22% Reduce -0.9% 1,648 $780K
Asset Allocation Strategies LLC 0.14% Reduce -8.7% 1,642 $777K
Poehling Capital Management, INC. 0.16% No change 1,632 $772K
Matthew Goff Investment Advisor, LLC 0.14% Reduce -1.8% 1,632 $772K
Orin Green Financial, LLC 0.31% No change 1,630 $771K
First Command Advisory Services, Inc. 0.01% Add +2.5% 1,629 $771K
Mfa Wealth Advisors, LLC 0.16% Add +1.7% 1,627 $770K
Sachem Hill LLC 0.15% Reduce -2.6% 1,626 $770K
Farmers & Merchants Trust Co of Chambersburg PA 0.21% No change 1,621 $767K
Impact Capital Partners LLC 0.23% Add +2.6% 1,620 $767K
Stanley-Laman Group, Ltd. 0.10% Reduce -9.8% 1,620 $767K
Sbe LLC Dba Cedar Cove Wealth Partners 0.40% — 1,608 $761K
CFG Wealth Management Services, Inc. 0.72% — 1,607 $761K
W1M Asset Management Ltd 0.01% New 1,604 $759K
Alliance Private Wealth, LLC 0.26% — 1,645 $755K
Livet Wealth, LLC 0.46% — 1,592 $753K
Anchor Investment Management, LLC 0.06% Reduce -19.1% 1,590 $753K
Creative Financial Designs Inc. 0.05% Reduce -1.4% 1,590 $752K
Clarity Wealth Advisors, LLC 0.15% No change 1,589 $752K
Norden Group LLC 0.07% Reduce -19.6% 1,589 $752K
Macroview Investment Management LLC 0.52% Add +0.1% 1,582 $749K
Builder Investment Group Inc. 0.16% Reduce -5.7% 1,580 $748K
Journey Advisory Group, LLC 0.06% Reduce -6.5% 1,577 $746K
Jacobsen Capital Management 0.24% No change 1,574 $745K
Peachtree Investment Partners, LLC 0.25% Add +0.1% 1,574 $745K
Glen Eagle Advisors, LLC 0.10% Reduce -4.0% 1,572 $744K
Pettyjohn, Wood & White, Inc. 0.12% Reduce -0.2% 1,570 $743K
Vawter Financial, Ltd. 0.31% Reduce -7.5% 1,564 $740K
Mattern Wealth Management LLC 0.14% No change 1,557 $737K
MCF Advisors LLC 0.04% Add +9.4% 1,554 $736K
Compass Ion Advisors, LLC 0.07% No change 1,551 $734K
S&co Inc. 0.05% Reduce -0.6% 1,552 $734K
Twele Capital Management, Inc. 0.13% No change 1,549 $733K
UNIVEST FINANCIAL Corp 0.04% Add +92.9% 1,549 $733K
Cypress Wealth Services, LLC 0.10% Add +5.0% 1,544 $731K
Moors & Cabot, Inc. 0.03% Reduce -4.5% 1,543 $730K
Altus Wealth Management, LLC 0.31% No change 1,543 $730K
Washington Trust Bank 0.05% Add +5.2% 1,542 $730K
Pinion Investment Advisors, LLC 0.18% Reduce -4.5% 1,541 $729K
GoalVest Advisory LLC 0.14% Reduce -4.5% 1,541 $729K
Ironwood Investment Counsel, LLC 0.10% Add +9.2% 1,540 $729K
Hartford Financial Management Inc. 0.19% Add +0.1% 1,534 $726K
Hudson Capital Management LLC 0.19% Reduce -4.6% 1,531 $725K
South Plains Financial, Inc. 0.43% No change 1,529 $724K
Johnson Financial Group, LLC 0.04% New 1,527 $723K
Catalyst Private Wealth, LLC 0.31% Add +0.3% 1,515 $717K
Beverly Hills Private Wealth, LLC 0.12% Reduce -0.5% 1,513 $716K
Ardent Capital Management, Inc. 0.28% No change 1,510 $715K
Dagco, Inc. 0.16% No change 1,507 $713K
North Berkeley Wealth Management, LLC 0.42% No change 1,502 $711K
Dempze Nancy E 0.37% No change 1,500 $710K
Francis Financial, Inc. 0.14% Reduce -0.6% 1,499 $709K
Charter Oak Capital Management, LLC 0.05% Add +3.1% 1,495 $708K
Platform Technology Partners 0.15% Add +31.7% 1,495 $707K
Capital Advantage, Inc. 0.10% Add +52.7% 1,493 $707K
Patten & Patten Inc. 0.04% Reduce -21.2% 1,493 $707K
ESL Trust Services, LLC 0.14% Add +6.9% 1,492 $706K
Perkins Coie Trust Co 0.13% Reduce -1.7% 1,489 $705K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% No change 1,479 $700K
360 Financial, Inc. 0.21% No change 1,478 $700K
Eastern Bank 0.01% Add +11.6% 1,477 $699K
Landmark Wealth Management, LLC 0.27% No change 1,472 $697K
Joel Adams & Associates, Inc. 0.52% Reduce -10.8% 1,471 $696K
New Millennium Group LLC 0.30% Reduce -6.5% 1,470 $696K
Members Wealth LLC 0.43% Reduce -1.9% 1,469 $692K
HRC Wealth Management, LLC 0.33% Add +0.1% 1,460 $691K
Legacy Wealth Management, LLC 0.04% Add +14.3% 1,456 $689K
Valtrion Capital Management, LLC 0.69% No change 1,455 $689K
Well Done, LLC 0.10% Reduce -9.9% 1,452 $687K
Westfuller Advisors, LLC 0.28% Add +25.8% 1,452 $687K
AGH Wealth Advisors, LLC 0.52% No change 1,450 $686K
American Money Management, LLC 0.11% Add +0.1% 1,445 $684K
DV Trading LLC 0.06% — 1,605 $684K
Invictus Private Wealth, LLC 0.04% Reduce -0.8% 1,439 $681K
O'ROURKE & COMPANY, Inc 0.26% Reduce -8.4% 1,432 $678K
Ithaka Group LLC 0.12% New 1,429 $676K
Stone Summit Wealth LLC 0.18% No change 1,420 $672K
Strategy Asset Managers LLC 0.11% Add +0.3% 1,419 $672K
Richardson Capital Management LLC 0.34% No change 1,419 $672K
Shelton Capital Management 0.01% No change 1,419 $671K
Pearl Planning LLC 0.41% — 1,418 $671K
ORBA Wealth Advisors, L.L.C. 0.58% Add +90.5% 1,417 $671K
New England Professional Planning Group Inc. 0.28% No change 1,417 $671K
LGL Partners, LLC 0.29% Add +0.1% 1,416 $670K
Stephen J. Garry & Associates, LLC 0.53% Add +21.5% 1,415 $670K
Allium Financial Advisors, LLC 0.53% Reduce -6.2% 1,411 $668K
Coppell Advisory Solutions LLC 0.07% Reduce -2.3% 1,400 $668K
Everstar Asset Management, LLC 0.36% No change 1,410 $667K
Gilbert & Cook, Inc. 0.08% Add +2.8% 1,405 $665K
Curtis Wealth Management LLC 0.58% — 1,410 $665K
Dala Group, LLC 0.58% — 1,404 $665K
Olde Wealth Management, LLC 0.20% No change 1,403 $664K
Boston Family Office LLC 0.04% No change 1,403 $664K
World Equity Group, Inc. 0.18% Reduce -2.0% 1,400 $663K
First Merchants Corp. 0.02% Reduce -1.7% 1,400 $663K
TritonPoint Partners, LLC 0.35% — 1,400 $662K
Heritage Investment Group, Inc. 0.10% Reduce -0.7% 1,396 $661K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -2.2% 1,394 $660K
LMCG Investments, LLC 0.04% Reduce -9.8% 1,392 $659K
BKM Wealth Management, LLC 0.24% Reduce -3.1% 1,390 $658K
Financial Life Planners 0.47% Add +0.1% 1,390 $658K
North Capital, Inc. 0.57% Reduce -0.1% 1,389 $657K
Millstone Evans Group, LLC 0.39% Add +6.6% 1,385 $656K
McNamara Financial Services, Inc. 0.12% Add +0.4% 1,385 $656K
Austin Asset Management Co Inc 0.11% Add +23.5% 1,384 $655K
Redwood Financial Network Corp 0.42% Add +22.6% 1,381 $654K
Wealth Management Partners, LLC 0.19% Reduce -0.8% 1,381 $654K
Arq Wealth Advisors, LLC 0.18% Add +1.0% 1,379 $653K
Alliance Wealth Advisors, LLC 0.31% No change 1,374 $650K
Sentinel Wealth Management, Inc. 0.54% No change 1,373 $650K
Brookmont Capital Management 0.38% Reduce -1.5% 1,373 $650K
F/m Investments LLC 0.02% Add +45.8% 1,369 $648K
FSM Wealth Advisors, LLC 0.09% Add +2.9% 1,367 $647K
Centaurus Financial, Inc. 0.03% Reduce -0.3% 1,365 $646K
Strategic Wealth Partners, Ltd. 0.04% Add +0.9% 1,361 $644K
Royal Harbor Partners, LLC 0.21% Reduce -4.4% 1,360 $644K
Webster Bank, N. A. 0.06% No change 1,358 $643K
Legacy Private Trust Co. 0.04% Reduce -0.4% 1,357 $642K
Daner Wealth Management, LLC 0.39% Add +1.4% 1,395 $641K
Guardsman Private Capital Management, Inc. 0.51% — 1,353 $641K
Bourgeon Capital Management LLC 0.11% No change 1,350 $639K
BLB&B Advisors, LLC 0.03% New 1,350 $639K
Tempo Wealth, LLC 0.11% — 1,349 $639K
CFO4Life Group, LLC 0.09% Reduce -27.6% 1,348 $638K
Reliant Wealth Planning 0.20% No change 1,347 $638K
Elwood & Goetz Wealth Advisory Group, LLC 0.11% No change 1,345 $637K
IAG Wealth Partners, LLC 0.07% No change 1,344 $636K
Pekin Hardy Strauss, Inc. 0.06% Add +99.7% 1,344 $636K
Tandemgrowth Financial Advisors LLC 0.55% — 1,342 $635K
Vantage Financial Partners, LLC 0.13% Reduce -3.3% 1,340 $634K
Kendall Capital Management 0.13% Reduce -0.7% 1,340 $634K
Point Windward Advisors Inc. 0.31% No change 1,336 $632K
Rainier Family Wealth Inc. 0.48% No change 1,332 $630K
Berger Financial Group, Inc 0.04% Add +5.5% 1,331 $630K
Nomura Asset Management Co. Ltd. 0.00% No change 1,330 $629K
Accurate Wealth Management, LLC 0.08% Reduce -3.3% 1,321 $629K
MontVue Capital Management, Inc. 0.42% No change 1,328 $628K
Millennium Capital Advisors, LLC 0.37% Add +1.5% 1,325 $627K
GWN Securities Inc. 0.13% Add +0.5% 1,321 $625K
Financial Guidance Group, Inc. 0.26% No change 1,320 $625K
Colonial Trust Advisors 0.05% No change 1,318 $624K
Formidable Asset Management, LLC 0.09% Reduce -0.5% 1,331 $623K
Howard Wealth Management, LLC 0.27% Reduce -0.4% 1,316 $623K
Kintra Wealth, LLC 0.09% New 1,315 $622K
Horizon Investment Services, LLC 0.22% No change 1,315 $622K
Penobscot Investment Management Company, Inc. 0.05% Add +0.8% 1,314 $622K
Moran Wealth Management, LLC 0.02% New 1,312 $621K
Portfolio Resources Advisor Group, Inc. 0.62% — 1,309 $620K
Mayflower Financial Advisors, LLC 0.07% No change 1,307 $619K
Pillar Financial Advisors, LLC 0.37% No change 1,290 $611K
Ashford Advisors, LLC 0.13% No change 1,290 $611K
Laurel Oak Wealth Management, LLC 0.10% — 1,288 $610K
Range Advisory, LLC 0.16% — 1,286 $609K
Stonebrook Private Inc. 0.13% Reduce -1.1% 1,285 $608K
Praetorian Wealth Management, Inc. 0.12% No change 1,285 $608K
Mosley Wealth Management 0.28% — 1,277 $607K
Arvest Investments, Inc. 0.08% Add +7.1% 1,277 $604K
Nvwm, LLC 0.13% Reduce -0.6% 1,276 $604K
CDKV Holdings LLC 0.50% — 1,275 $603K
D.B. Root & Company, LLC 0.15% No change 1,275 $603K
New Age Alpha Advisors, LLC 0.03% Add +46.3% 1,274 $603K
Eagle Bay Advisors LLC 0.44% No change 1,270 $601K
Evolution Wealth Advisors, LLC 0.06% No change 1,270 $601K
Fermata Advisors, LLC 0.14% Reduce -3.1% 1,269 $601K
Rubicon Advisors, GP 0.57% — 1,269 $600K
Jim Saulnier & Associates, LLC 0.31% Reduce -35.2% 1,261 $597K
Wise Wealth Partners 0.86% Reduce -0.6% 1,261 $597K
Capital Wealth Alliance, LLC 0.25% Reduce -28.2% 1,293 $596K
Global Wealth Management Investment Advisory, Inc. 0.10% Reduce -8.0% 1,258 $596K
Uptick Partners, LLC 0.13% Reduce -19.8% 1,256 $594K
TCFG Wealth Management, LLC 0.23% Reduce -10.1% 1,247 $593K
BlueSky Wealth Advisors, LLC 0.08% No change 1,253 $593K
Wayfinding Financial, LLC 0.25% No change 1,253 $593K
Old North State Trust, LLC 0.35% No change 1,250 $592K
Stronghold Wealth Management L.L.C. 0.87% — 1,247 $590K
PACK Private Wealth, LLC 0.27% Reduce -14.4% 1,246 $590K
Shufro Rose & Co. LLC 0.04% Add +44.1% 1,245 $589K
JNBA Financial Advisors 0.05% Add +15.4% 1,243 $588K
Antonelli Financial Advisors, LLC 0.39% No change 1,242 $588K
IRON Financial LLC 0.27% No change 1,241 $587K
Graves Light Lenhart Wealth, Inc. 0.06% Reduce -5.4% 1,241 $587K
Lauterbach Financial Advisors, LLC 0.29% Reduce -28.3% 1,239 $586K
MLP3, LLC 0.64% — 1,239 $586K
TMB Capital Partners, LLC 0.20% — 1,238 $586K
German American Bancorp, Inc. 0.05% No change 1,235 $585K
Alpha Financial Advisors, LLC 0.18% No change 1,234 $584K
Horst & Graben Wealth Management LLC 0.09% Add +15.3% 1,234 $584K
Novus Advisors, LLC 1.30% Reduce -0.6% 1,230 $582K
Aspen Investment Management Inc 0.18% No change 1,230 $582K
Fairway Wealth LLC 0.16% Reduce -1.4% 1,229 $582K
Ariadne Wealth Management, LP 0.24% Reduce -9.2% 1,294 $581K
Liberty Wealth Management LLC 0.07% No change 1,227 $581K
Aspire Capital Advisors LLC 0.14% No change 1,224 $579K
Patrick M Sweeney & Associates, Inc. 0.36% Reduce -0.7% 1,223 $579K
Integris Wealth Management, LLC 0.13% No change 1,222 $578K
Hills Bank & Trust Co 0.03% New 1,221 $578K
Northstar Asset Management Inc. 0.15% Add +0.4% 1,220 $577K
LPWM LLC 0.15% Add +22.0% 1,220 $577K
ARK Investment Management 0.00% Add +68.6% 1,219 $577K
SB Capital Management Inc 0.21% — 1,217 $576K
Chilton Investment Co. Inc. 0.01% No change 1,214 $575K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Reduce -10.9% 1,207 $571K
Astoria Portfolio Advisors LLC. 0.13% Reduce -3.0% 1,275 $571K
Hiley Hunt Wealth Management 0.26% No change 1,205 $570K
Aries Wealth Management 0.13% No change 1,205 $570K
First Financial Bankshares Inc 0.01% Add +8.4% 1,205 $570K
Gordian Advisors LLC 0.38% No change 1,204 $570K
Warren Street Wealth Advisors, LLC 0.16% Reduce -16.1% 1,202 $569K
Collar Capital Management, LLC 0.38% Reduce -7.7% 1,200 $568K
Steel Grove Capital Advisors, LLC 0.06% No change 1,200 $568K
Moment Partners, LLC 0.12% No change 1,200 $568K
Disciplined Investors, L.L.C. 0.37% Reduce -1.6% 1,200 $568K
Dana Investment Advisors, Inc. 0.02% Add +15.8% 1,199 $568K
Empire Financial Management Company, LLC 0.12% Reduce -3.8% 1,199 $567K
Mayfair Advisory Group, LLC 0.22% No change 1,202 $567K
Park National Corp. 0.02% No change 1,197 $567K
Peoples Bank 0.35% No change 1,195 $566K
Latko Wealth Management, Ltd. 0.28% New 1,191 $564K
Arlington Financial Advisors, LLC 0.08% No change 1,190 $563K
Gemmer Asset Management LLC 0.04% Reduce -2.5% 1,189 $563K
Arcadia Investment Management Corp. 0.09% Reduce -16.2% 1,188 $562K
Hollow Brook Wealth Management LLC 0.15% No change 1,185 $561K
Novem Group 0.06% Add +0.1% 1,185 $561K
4Thought Financial Group Inc. 0.28% Reduce -67.5% 1,182 $559K
RPG Investment Advisory, LLC 0.06% No change 1,179 $558K
FFT Wealth Management LLC 0.11% Add +0.1% 1,175 $556K
Guerra Pan Advisors, LLC 0.33% Reduce -4.2% 1,174 $556K
City State Bank 0.15% Add +11.0% 1,167 $552K
BXM Wealth LLC 0.43% Add +5.0% 1,166 $552K
Naples Global Advisors, LLC 0.04% Reduce -3.5% 1,165 $552K
Aire Advisors, LLC 0.10% No change 1,159 $548K
Professional Advisory Services Inc. 0.06% No change 1,158 $548K
Ironwood Investment Management LLC 0.23% Add +27.6% 1,156 $547K
Romano Brothers and Company 0.06% Add +2.2% 1,148 $543K
One Wealth Management Investment & Advisory Services, LLC 0.59% No change 1,143 $541K
Insight Wealth Strategies, LLC 0.06% Add +0.5% 1,142 $541K
Crusonia Wealth Advisors LLC 0.12% — 1,139 $539K
Bright Futures Wealth Management, LLC. 0.40% No change 1,135 $537K
Wernau Asset Management Inc. 0.53% No change 1,132 $536K
Destiny Wealth Partners, LLC 0.06% No change 1,136 $535K
Fulton Breakefield Broenniman LLC 0.03% Add +157.4% 1,130 $535K
Hill Island Financial LLC 0.13% Reduce -0.9% 1,126 $533K
Marks Group Wealth Management, Inc 0.05% Add +2.1% 1,123 $532K
Phillips Financial Management, LLC 0.03% No change 1,121 $531K
Tailwinds Wealth, LLC 0.57% — 1,118 $529K
Pathway Financial Advisors LLC 0.07% Reduce -6.2% 1,111 $529K
Odyssey Capital Advisors, Inc. 0.47% — 1,106 $523K
River Wealth Advisors LLC 0.06% No change 1,104 $523K
Schulz Wealth, LTD. 0.33% No change 1,101 $521K
Granville Capital, Inc. 0.27% — 1,094 $518K
Opal Capital LLC 0.13% — 1,122 $517K
GW&K Investment Management, LLC 0.00% No change 1,093 $517K
Edge Financial Advisors LLC 0.22% Reduce -0.5% 1,090 $516K
Tandem Capital Management Corp. 0.23% No change 1,088 $515K
Alpha Zero LLC 0.28% No change 1,087 $515K
Charles Schwab Trust Co 0.03% Add +14.9% 1,086 $514K
Catalina Capital Group, LLC 0.32% Reduce -7.8% 1,085 $514K
Fca Corp. 0.14% No change 1,085 $514K
Northwest Quadrant Wealth Management, LLC 0.11% Add +0.1% 1,084 $513K
First Nebraska Trust Co 0.05% No change 1,083 $513K
Skyline Advisors, Inc. 0.17% Add +0.1% 1,083 $513K
Fort Point Capital Partners LLC 0.06% No change 1,088 $512K
Marietta Investment Partners LLC 0.10% Reduce -0.3% 1,080 $511K
Sandbox Financial Partners, LLC 0.14% Add +0.1% 1,077 $510K
NBT Bank, N.A. 0.03% Add +0.4% 1,413 $510K
Roberts Glore & Co. Inc. 0.14% No change 1,076 $509K
Newton One Investments LLC 0.15% Reduce -1.1% 1,075 $509K
Trexquant Investment LP 0.00% Add +20.7% 1,074 $508K
Granite Group Advisors, LLC 0.29% No change 1,073 $508K
Flavin Financial Services, Inc. 0.35% Add +68.5% 1,072 $507K
Hohimer Wealth Management, LLC 0.07% No change 1,071 $507K
Clear Trail Advisors, LLC 0.12% — 1,070 $506K
Financial Consulate, Inc. 0.07% No change 1,070 $506K
Riverbend Wealth Management, LLC 0.32% Add +11.4% 1,068 $505K
Marble Wealth, LLC 0.07% — 1,064 $504K
Navigation Wealth Management, Inc. 0.75% Reduce -0.9% 1,062 $503K
Federated Hermes, Inc. 0.00% New 1,060 $502K
New Perspectives, Inc 0.17% No change 1,057 $500K
Total Wealth Planning, LLC 1.07% Reduce -96.7% 1,055 $499K
Quest 10 Wealth Builders, Inc. 0.45% Reduce -5.1% 1,054 $499K
Harbor Advisory Corp. 0.15% No change 1,050 $497K
Grange Capital, LLC 0.48% No change 1,049 $496K
LCNB Corp. 0.17% Reduce -1.0% 1,044 $494K
Asset One Wealth Management LLC 0.07% — 1,052 $492K
JBR Co Financial Management Inc 0.20% Reduce -0.3% 1,034 $489K
Tompkins Financial Corp. 0.04% No change 1,034 $489K
BankPlus Trust Department 0.13% Reduce -4.4% 1,033 $489K
Arlington Trust Co LLC 0.05% Reduce -10.4% 1,030 $487K
Pacific Sun Financial Corp 0.23% Add +0.9% 1,029 $487K
Fort Sheridan Advisors LLC 0.06% Add +2.7% 1,025 $485K
Capital Insight Partners, LLC 0.10% No change 1,025 $485K
Bravias Capital Group, LLC 0.29% Reduce -2.4% 1,025 $485K
Abner Herrman & Brock LLC 0.05% No change 1,022 $484K
Private Wealth Management Group, LLC 0.13% Add +75.6% 1,022 $484K
BancFirst Trust & Investment Management 0.20% No change 1,014 $484K
Pinnacle Bancorp, Inc. 0.14% Reduce -1.6% 1,020 $483K
Armstrong Advisory Group, Inc. 0.03% No change 1,019 $482K
Beacon Bank & Trust 0.10% No change 1,017 $481K
Bank of Stockton 0.14% No change 1,015 $480K
Cardinal Strategic Wealth Guidance 0.13% Reduce -22.2% 1,014 $480K
Clarity Capital Advisors, LLC 0.24% New 1,013 $480K
Planning Center, Inc. 0.05% No change 1,013 $479K
Orion Capital Management LLC 0.16% Add +0.2% 1,012 $479K
Keudell/Morrison Wealth Management 0.10% — 1,011 $479K
Probity Advisors, Inc. 0.08% No change 1,011 $479K
Safeguard Investment Advisory Group, LLC 0.12% No change 1,008 $477K
Cooper/Haims Advisors, LLC 0.22% No change 1,008 $477K
Clark Asset Management, LLC 0.05% Reduce -32.4% 1,007 $477K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $477K
Commons Capital, LLC 0.33% Add +9.5% 1,006 $476K
49 Wealth Management, LLC 0.04% Reduce -25.0% 1,005 $475K
Drucker Wealth 3.0, LLC 0.08% No change 1,000 $473K
Sugar Maple Asset Management, LLC 0.32% Add +11.7% 999 $473K
AssuredPartners Investment Advisors, LLC 0.07% Add +123.3% 998 $472K
Fusion Family Wealth, LLC 0.04% No change 997 $472K
Align Financial, LLC 0.27% — 471,407 $471K
Aspire Private Capital, LLC 0.10% No change 992 $470K
WBH Advisory Inc. 0.03% Reduce -7.8% 991 $469K
Vision Capital Management, Inc. 0.06% No change 977 $462K
Mainsail Asset Management, LLC 0.20% Add +0.1% 977 $462K
Foronjy Financial LLC 0.19% Reduce -2.3% 975 $462K
Heritage Wealth Management, Inc. 0.30% Reduce -1.5% 975 $461K
Trek Financial, LLC 0.03% Add +9.1% 975 $461K
Patton Albertson Miller Group, LLC 0.05% Add +10.7% 974 $461K
Paradigm, Strategies in Wealth Management, LLC 0.30% Reduce -14.9% 973 $461K
Evernest Financial Advisors, LLC 0.10% Add +109.4% 999 $461K
Neumann Capital Management, LLC 0.13% Reduce -4.9% 972 $460K
Polaris Investment Advisors, LLC 0.33% — 972 $460K
Global Trust Asset Management, LLC 0.18% Reduce -35.3% 968 $458K
1776 Wealth LLC 0.17% No change 968 $458K
Fortitude Family Office, LLC 0.11% Reduce -51.7% 968 $458K
Childress Capital Advisors, LLC 0.07% Add +4.7% 968 $458K
Blue Fin Capital, Inc. 0.07% No change 968 $458K
Daymark Wealth Partners, LLC 0.01% Add +1.4% 956 $453K
First County Bank 0.24% Reduce -1.1% 956 $452K
Golden Reserve Retirement LLC 0.08% New 955 $452K
Northwest Bancshares, Inc. 0.09% Reduce -5.6% 955 $452K
Rialto Wealth Management, LLC 0.11% Reduce -0.5% 950 $450K
Bfsg, LLC 0.04% Reduce -17.4% 949 $449K
Oder Investment Management, LLC 0.32% No change 948 $449K
Perennial Advisors, LLC 0.08% No change 946 $448K
River's Edge Wealth Management, LLC 0.44% — 999 $447K
Capital Management Associates, Inc 0.10% No change 944 $447K
DMKC Advisory Services, LLC 0.20% No change 941 $445K
Patriot Investment Management Group, Inc. 0.03% No change 936 $443K
Piscataqua Savings Bank 0.31% No change 931 $441K
TigerOak Management, L.L.C. 0.13% Reduce -5.1% 929 $440K
KERR FINANCIAL PLANNING Corp 0.60% Reduce -6.7% 982 $439K
Plimoth Trust Co. LLC 0.10% No change 925 $438K
Abacus Planning Group, Inc. 0.06% No change 925 $438K
Values Added Financial LLC 0.18% No change 920 $435K
HCR Wealth Advisors 0.04% Add +0.1% 919 $435K
Copia Wealth Management 0.31% Add +1.1% 917 $434K
Collective Family Office LLC 0.10% Add +15.9% 916 $434K
One Charles Private Wealth Services, LLC 0.11% Add +1.6% 915 $433K
Cary Street Partners Investment Advisory LLC 0.12% Add +17.5% 915 $433K
MKT Advisors LLC 0.15% No change 914 $433K
Members Trust Co 0.01% Add +6.3% 914 $433K
Private Management Group Inc. 0.01% Add +4.1% 914 $433K
Arcadia Investment Advisors LLC 0.20% No change 913 $432K
Williams Jones Wealth Management, LLC. 0.00% Add +32.7% 909 $430K
Drive Wealth Management, LLC 0.08% Reduce -14.7% 908 $430K
Wilson & Boucher Capital Management, LLC 0.28% Reduce -3.8% 904 $428K
Carrera Capital Advisors 0.07% New 904 $428K
Berkeley, Inc 0.14% No change 904 $428K
McElhenny Sheffield Capital Management, LLC 0.10% No change 903 $427K
Dahring | Cusmano LLC 0.30% Add +0.1% 901 $426K
Greenwich Wealth Management LLC 0.02% No change 900 $426K
Legacy Capital Group California, Inc. 0.10% New 900 $426K
Matisse Capital 0.19% Reduce -1.3% 895 $424K
Retireful, LLC 0.53% No change 888 $424K
Marin Bay Wealth Advisors, LLC 0.24% — 894 $423K
Custos Family Office, LLC 0.29% Add +0.1% 893 $423K
Hager Investment Management Services, LLC 0.23% Reduce -1.9% 892 $422K
Chemistry Wealth Management LLC 0.08% No change 892 $422K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 890 $421K
Abbot Financial Management, Inc. 0.17% Reduce -0.9% 889 $421K
Alvarez & Marsal Private Wealth Partners, LLC 0.08% — 889 $421K
Werba Rubin Papier Wealth Management 0.11% Add +0.1% 887 $420K
Wealthquest Corp 0.03% New 886 $419K
First National Bank of Hutchinson 0.25% No change 885 $419K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +10.3% 885 $419K
First Bancorp, Inc 0.22% Add +7.0% 883 $418K
Guardian Wealth Advisors, LLC / NC 0.03% Reduce -2.8% 880 $417K
Tradewinds, LLC. 0.10% No change 874 $414K
Summit Investment Advisory Services, LLC 0.16% No change 873 $413K
Kraft, Davis & Associates, LLC 0.09% Reduce -4.7% 865 $411K
JGP Wealth Management, LLC 0.04% Add +1.6% 868 $411K
Parcion Private Wealth LLC 0.02% No change 865 $409K
TopTier Wealth Management, LLC 0.28% — 862 $408K
Elk River Wealth Management LLC 0.07% Reduce -4.4% 861 $408K
Headinvest, LLC 0.08% Reduce -11.6% 859 $407K
Foster & Motley Inc. 0.02% Add +0.1% 858 $406K
Advocate Investing Services LLC 0.36% — 855 $405K
Planwiser Financial, LLC 0.30% Reduce -2.7% 871 $403K
Wood Tarver Financial Group, LLC 0.11% Add +0.6% 851 $402K
Putney Financial Group LLC 0.37% No change 842 $399K
BCS Wealth Management 0.04% New 840 $398K
Prasad Wealth Partners, LLC 0.11% Add +0.1% 837 $396K
Madison Wealth Partners, Inc 0.07% Add +0.2% 834 $395K
Cedar Wealth Management, LLC 0.12% No change 832 $394K
Round Rock Advisors LLC 0.06% Reduce -2.6% 832 $394K
First Growth Capital LLC 0.35% — 859 $393K
Raub Brock Capital Management LP 0.09% New 830 $393K
Intellus Advisors LLC 0.05% No change 829 $392K
Everhart Financial Group, Inc. 0.04% Add +2.0% 829 $392K
Prestige Wealth Management Group LLC 0.07% No change 827 $391K
Essential Investment Partners LLC 0.37% — 827 $391K
Alessandra Capital Management, LLC 0.35% — 826 $391K
Aspect Partners, LLC 0.17% No change 825 $390K
M3 Advisory Group, LLC 0.24% No change 822 $389K
Catalyst Financial Partners LLC 0.04% No change 822 $389K
Parker Investment Management, LLC 0.06% No change 821 $389K
Creative Capital Management Investments LLC 0.12% No change 818 $387K
Kondo Wealth Advisors, Inc. 0.15% No change 816 $386K
High Point Wealth Management, LLC 0.37% — 812 $385K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +0.9% 812 $384K
West Financial Advisors, LLC 0.06% Reduce -9.1% 812 $384K
Adell Harriman & Carpenter Inc. 0.02% No change 810 $383K
Range Financial Group LLC 0.13% No change 809 $383K
Guyasuta Investment Advisors Inc. 0.02% No change 807 $382K
Van Diest Capital, LLC 0.57% — 807 $382K
Wright Wealth LLC 0.25% — 805 $381K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% No change 805 $381K
Roundview Capital LLC 0.02% Add +0.1% 805 $381K
Peak Financial Advisors LLC 0.17% No change 804 $381K
Permanens Capital L.P. 0.05% No change 803 $380K
Optivise Advisory Services LLC 0.22% Add +15.4% 801 $379K
Aspetuck Financial Management LLC 0.25% No change 800 $379K
Elite Wealth Management, Inc. 0.10% No change 800 $379K
Braun Stacey Associates Inc. 0.01% Reduce -11.1% 798 $378K
LVW Advisors, LLC 0.04% No change 797 $377K
Kaufman Rossin Wealth, LLC 0.20% No change 795 $376K
Secure Asset Management, LLC 0.06% Reduce -81.4% 790 $374K
Bonfire Financial 0.28% No change 789 $374K
Alterna Wealth Management, Inc. 0.31% No change 789 $373K
Richard P Slaughter Associates Inc 0.08% No change 788 $373K
Novare Capital Management LLC 0.03% No change 786 $372K
Aurora Private Wealth, Inc. 0.24% — 785 $372K
Carson Advisory Inc. 0.19% Reduce -4.8% 785 $372K
High Net Worth Advisory Group LLC 0.09% No change 784 $371K
IMA Advisory Services, Inc. 0.04% No change 784 $371K
Riverbridge Partners LLC 0.01% New 783 $370K
RB Capital Management, LLC 0.08% Add +0.1% 783 $370K
Stone Loft Wealth Management LLC 0.35% — 781 $370K
Lakeshore Financial Planning, Inc. 0.13% Reduce -11.6% 777 $368K
Grandfield & Dodd, LLC 0.02% No change 777 $368K
Keating Financial Advisory Services, Inc. 0.05% — 776 $367K
Prospect Financial Services LLC 0.21% Add +2.6% 774 $366K
NerdWallet Wealth Partners, LLC 0.16% No change 774 $366K
Emergent Wealth Advisors, LLC 0.21% Add +0.1% 772 $365K
Equita Financial Network, Inc. 0.11% No change 768 $364K
HM Payson & Co. 0.01% Add +8.6% 768 $363K
Bath Savings Trust Co 0.04% No change 767 $363K
Main Street Research LLC 0.02% No change 766 $363K
First PREMIER Bank 0.08% No change 764 $362K
Left Brain Wealth Management, LLC 0.13% Reduce -38.1% 764 $362K
Family Office Research LLC 0.15% No change 753 $360K
Proficio Capital Partners LLC 0.03% Add +44.8% 760 $360K
Kellett Wealth Advisors, LLC 0.20% Add +21.1% 758 $359K
Oak Ridge Investments LLC 0.02% New 757 $358K
Focused Alpha, LLC 0.11% — 756 $358K
Valpey Financial Services, LLC 0.23% Reduce -3.5% 754 $357K
SK Wealth Management, LLC 0.10% Reduce -10.1% 760 $357K
Bedminster, LLC 0.33% — 753 $356K
North Star Asset Management Inc. 0.01% Add +1.4% 753 $356K
Strategic Financial Partners, Ltd. 0.15% Reduce -6.7% 752 $356K
Brave Asset Management Inc. 0.08% No change 752 $356K
Oak Harvest Investment Services 0.04% Add +19.4% 751 $356K
Legacy Bridge, LLC 0.14% No change 750 $355K
Allstate Corp. 0.00% Reduce -16.7% 750 $355K
Orcam Financial Group 0.27% No change 750 $355K
Tiller Private Wealth, Inc. 0.13% Reduce -7.8% 743 $352K
Opulen Financial Group LLC 0.26% Add +0.1% 743 $352K
Jane Street Group, LLC 0.00% Reduce -96.8% 742 $351K
IFS Advisors, LLC 0.18% Add +6.9% 742 $351K
First National Bank & Trust Co. of Newtown 0.06% No change 741 $351K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 741 $351K
Mitchell Sinkler & Starr 0.16% No change 740 $350K
Drake & Associates, LLC 0.07% Add +74.5% 740 $350K
Good Harbor Advisors, Inc. 0.41% — 738 $349K
Accelerate Investment Advisors LLC 0.23% Add +0.1% 736 $349K
Delta Financial Advisors LLC 0.09% No change 736 $348K
Three Magnolias Financial Advisors, LLC 0.22% No change 735 $348K
Horizons Wealth Management 0.23% No change 732 $346K
OneAscent Financial Services LLC 0.03% Add +15.9% 729 $345K
Aspire Growth Partners LLC 0.24% Add +0.1% 728 $344K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 753 $344K
Tritonpoint Wealth, LLC 0.03% Reduce -65.9% 726 $344K
Buttonwood Financial Advisors Inc. 0.11% No change 725 $343K
MainStreet Investment Advisors LLC 0.05% No change 723 $342K
Grey Ledge Advisors, LLC 0.08% Reduce -6.2% 723 $342K
Endowment Wealth Management, Inc. 0.16% Add +0.1% 721 $341K
Paladin Partners, LLC 0.25% — 721 $341K
Boston Common Asset Management, LLC 0.02% No change 718 $340K
TD Capital Management LLC 0.03% No change 717 $340K
Davidson Investment Advisors 0.01% Add +13.3% 717 $339K
Zinnia Wealth Advisory, LLC 0.37% — 715 $338K
WealthTrust Axiom LLC 0.09% No change 714 $338K
Ballast Rock Private Wealth LLC 0.21% — 713 $338K
Andrews, Lucia Wealth Management LLC 0.20% No change 711 $337K
Van Hulzen Asset Management, LLC 0.02% No change 710 $336K
Auxano Advisors, LLC 0.07% No change 708 $335K
Litman Gregory Wealth Management LLC 0.02% Reduce -28.8% 706 $334K
Ulland Investment Advisors, LLC 0.27% No change 703 $333K
Riversedge Advisors, LLC 0.05% Reduce -12.8% 701 $332K
Jacksonville Wealth Management, LLC 0.23% No change 701 $332K
Precedent Wealth Partners, LLC 0.07% Add +0.7% 701 $332K
Ashford Capital Management Inc. 0.04% No change 701 $332K
Morse Asset Management, Inc 0.07% No change 700 $331K
Aldebaran Financial Inc. 0.31% No change 694 $331K
Sequent Asset Management, LLC 0.15% No change 700 $331K
Hunter Associates Investment Management LLC 0.04% New 700 $331K
Prevail Innovative Wealth Advisors, LLC 0.06% New 699 $331K
Cornerstone Management, Inc. 0.05% No change 698 $330K
LaSalle St. Investment Advisors, LLC 0.05% Reduce -28.4% 697 $330K
WASHINGTON TRUST Co 0.01% Reduce -84.7% 697 $330K
Tounjian Advisory Partners, LLC 0.11% No change 696 $329K
Everpar Advisors LLC 0.12% New 695 $329K
Independent Wealth Advisors LLC 0.34% — 694 $328K
Acorn Financial Advisory Services Inc. 0.05% Add +10.5% 693 $328K
Lake Street Private Wealth, LLC 0.04% Reduce -1.0% 692 $327K
Cornerstone Financial Management LLC 0.31% — 691 $327K
Affinity Wealth Management LLC 0.05% No change 690 $327K
Prism Planning Partners LLC 0.37% — 688 $326K
Valtinson Bruner Financial Planning LLC 0.09% No change 686 $325K
Van Den Berg Management I, Inc. 0.07% New 681 $322K
Evelyn Partners Asset Management Ltd 0.08% Reduce -45.6% 680 $322K
Morton Brown Family Wealth, LLC 0.09% Reduce -5.8% 678 $321K
Keystone Financial Group 0.02% No change 677 $320K
Abacus Wealth Partners, LLC 0.03% Add +50.6% 676 $320K
Trust Co 0.03% No change 674 $319K
Rossby Financial, LCC 0.10% Add +3.7% 674 $319K
Marshall Financial Group, LLC 0.06% Add +9.4% 673 $319K
Robinswood Financial LLC 0.10% Add +0.1% 672 $318K
Journey Retirement Planning & Investment Management LLC 0.07% — 669 $317K
LaFleur & Godfrey LLC 0.04% Reduce -3.2% 668 $316K
Broadleaf Partners, LLC 0.07% Add +1.2% 668 $316K
Pacific Center for Financial Services 0.08% No change 673 $315K
Cetera Trust Company, N.A 0.17% No change 666 $315K
Bowman & Co S.C. 0.13% Add +0.1% 664 $314K
Legacy Wealth Advisors, LLC 0.21% — 664 $314K
Lansing Street Advisors 0.08% Add +11.3% 662 $313K
Ankerstar Wealth, LLC 0.31% — 660 $312K
Canopy Partners, LLC 0.10% No change 657 $311K
Legacy Solutions, LLC 0.27% No change 652 $309K
Eastover Investment Advisors LLC 0.14% No change 652 $309K
RFG - Bristol Wealth Advisors, LLC 0.09% Add +14.4% 651 $308K
Act Wealth Management, LLC 0.10% No change 649 $307K
Security Financial Services, INC. 0.05% No change 649 $307K
M.E. Allison & Co., Inc. 0.21% No change 646 $306K
RPS Advisory Solutions LLC 0.14% No change 645 $305K
Brandywine Oak Private Wealth LLC 0.03% Add +50.1% 644 $305K
Compass Wealth Management, LLC 0.13% Reduce -9.4% 643 $304K
All Terrain Financial Advisors, LLC 0.09% No change 643 $304K
Boston Research & Management Inc. 0.07% No change 643 $304K
PCM Encore, LLC 0.06% — 642 $304K
Pure Portfolios Holdings LLC 0.09% Reduce -0.8% 642 $304K
Fiduciary Group, LLC 0.03% No change 641 $303K
ERn Financial, LLC 0.06% Add +30.6% 640 $303K
Shrier Wealth Management, LLC 0.12% — 635 $301K
SkyOak Wealth, LLC 0.05% New 635 $301K
Medallion Wealth Advisors, LLC 0.10% No change 632 $299K
Montz Harcus Wealth Management LLC 0.12% No change 630 $298K
Independence Wealth Advisors, LLC 0.17% — 630 $298K
Meridian Investment Counsel Inc. 0.07% No change 630 $298K
Wealth Enhancement Trust Services, Inc. 0.04% — 629 $298K
Cape Cod Five Cents Savings Bank 0.03% No change 790 $297K
Powell Investment Advisors, LLC 0.10% No change 624 $295K
FF Advisors,LLC 0.13% Reduce -7.0% 623 $295K
Gill Capital Partners, LLC 0.09% No change 623 $295K
44 Wealth Management LLC 0.10% No change 620 $293K
Melfa Wealth Management, Inc. 0.17% No change 620 $293K
Philadelphia Trust Co. 0.02% No change 616 $292K
Inspirion Wealth Advisors, LLC 0.04% Reduce -13.6% 614 $291K
Synergy Investment Management, LLC 0.10% Add +36.1% 614 $290K
Collaborative Wealth Managment Inc. 0.10% No change 611 $289K
Holderness Investments Co. 0.06% No change 611 $289K
TPG Advisors LLC 0.18% No change 610 $289K
Seamount Financial Group Inc. 0.13% New 610 $289K
ArrowMark Colorado Holdings LLC 0.01% No change 610 $289K
Sterling Capital Management LLC 0.00% No change 610 $289K
Global Assets Advisory, LLC 0.08% Reduce -0.3% 609 $288K
Northstar Financial Companies, Inc. 0.23% New 606 $287K
Wolff Wiese Magana LLC 0.16% Reduce -1.0% 606 $287K
Strata Wealth Advisors, LLC 0.08% No change 606 $287K
SJS Investment Consulting Inc. 0.04% No change 606 $287K
Octavia Wealth Advisors, LLC 0.03% Add +13.5% 605 $286K
Walled Lake Planning & Wealth Management, LLC 0.09% No change 603 $286K
Howard Financial Services, LTD. 0.03% Reduce -6.7% 603 $285K
Wealthcare Capital Partners, LLC 0.13% No change 603 $285K
Vestor Capital, LLC 0.02% Reduce -14.0% 517 $284K
Wingate Wealth Advisors, Inc. 0.16% New 595 $282K
Capstone Wealth Management Group LLC 0.17% Add +0.2% 594 $281K
Granite Bay Wealth Management, LLC 0.07% Reduce -3.6% 593 $281K
Cypress Capital, LLC 0.08% No change 590 $279K
Diversified Management Inc. 0.06% — 585 $277K
Investors Research Corp 0.05% Add +9.8% 585 $277K
American National Bank & Trust 0.03% Reduce -4.4% 585 $277K
CVA Family Office, LLC 0.03% No change 584 $276K
DGS Capital Management, LLC 0.05% No change 580 $275K
National Wealth Management Group, LLC 0.09% Reduce -19.9% 576 $273K
Tred Avon Family Wealth, LLC 0.09% New 576 $273K
Floyd Financial Group LLC 0.18% No change 600 $272K
QTR Family Wealth, LLC 0.12% Reduce -6.9% 593 $272K
Boston Trust Walden Corp 0.00% No change 575 $272K
Bond & Devick Financial Network, Inc. 0.08% No change 574 $272K
Geometric Wealth Advisors 0.03% Reduce -15.5% 573 $271K
Pecaut & Co. 0.09% Reduce -0.5% 573 $271K
Register Financial Advisors LLC 0.11% Reduce -10.2% 572 $271K
Amara Financial, Llc. 0.19% Add +0.2% 571 $270K
Nova Wealth Management, Inc. 0.18% No change 568 $269K
Burns Matteson Capital Management, LLC 0.11% No change 566 $268K
McGlone Suttner Wealth Management, Inc. 0.04% New 566 $268K
Prosperity Financial Group, Inc. 0.10% Reduce -3.1% 565 $267K
Compass Capital Corp. /Ma/ 0.10% No change 580 $267K
William Mack & Associates, Inc. 0.13% No change 565 $267K
Center for Financial Planning, Inc. 0.03% Add +1.3% 565 $267K
Atlas Legacy Advisors, LLC 0.05% No change 563 $266K
SC&H Financial Advisors, Inc. 0.04% New 563 $266K
SageGuard Financial Group, LLC 0.04% — 562 $266K
Walter & Keenan Wealth Management LLC /in/ 0.07% Add +20.6% 561 $266K
Bill Few Associates, Inc. 0.07% Reduce -2.3% 561 $266K
FWG Holdings, LLC 0.10% Reduce -19.5% 569 $265K
Nicholas Wealth, LLC. 0.18% New 559 $265K
Lloyd Advisory Services, LLC. 0.10% New 558 $264K
Old Second National Bank of Aurora 0.05% No change 558 $264K
Symmetry Partners, LLC 0.02% Reduce -16.4% 557 $264K
KWB Wealth 0.02% New 556 $263K
Barclays PLC 0.00% Reduce -98.9% 556 $263K
Kelleher Financial Advisors 0.06% No change 554 $262K
Jackson Thornton Wealth Management, LLC 0.02% No change 550 $262K
Maia Wealth LLC 0.04% Add +1.2% 581 $261K
BAM Wealth Management, LLC 0.19% Reduce -3.5% 551 $261K
Storen Legacy Partners, LLC 0.08% — 550 $261K
Arbor Wealth Advisors LLC 0.19% No change 550 $260K
RDA Financial Network 0.06% Reduce -12.8% 550 $260K
Quartz Partners, LLC 0.10% Add +20.9% 549 $260K
Hollencrest Capital Management 0.01% Reduce -11.2% 549 $260K
Oxbow Advisors, LLC 0.02% No change 549 $260K
BankPlus Wealth Management LLC 0.14% Reduce -3.9% 544 $258K
Prosperity Bancshares Inc 0.23% — 544 $257K
Chesapeake Wealth Management 0.08% No change 544 $257K
Argent Advisors, Inc. 0.07% Add +14.5% 544 $257K
Fielder Capital Group LLC 0.05% No change 543 $257K
Pennsylvania Capital Management Inc. 0.07% No change 541 $256K
Tanager Wealth Management LLP 0.03% Add +22.7% 541 $256K
Woodline Partners LP 0.00% Reduce -92.3% 540 $256K
CWC Advisors, LLC. 0.12% No change 539 $255K
West Branch Capital LLC 0.07% No change 538 $255K
Clean Yield Group 0.07% No change 538 $255K
Financial Advisors Network, Inc. 0.03% No change 538 $255K
Ares Financial Consulting, LLC 0.24% — 537 $254K
Green Ridge Wealth Planning LLC 0.13% — 537 $254K
Shepherd Financial Partners LLC 0.02% Reduce -30.7% 536 $254K
Avondale Wealth Management 0.13% Reduce -1.3% 535 $253K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 535 $253K
Invst, LLC 0.03% No change 535 $253K
Element Wealth, LLC 0.10% Add +19.7% 534 $253K
Strategic Advisors LLC 0.04% No change 534 $253K
Focused Wealth Management, Inc 0.03% Add +0.2% 533 $252K
Nilsine Partners, LLC 0.02% Reduce -66.8% 531 $251K
Altfest L J & Co. Inc. 0.03% No change 531 $251K
Baldwin Wealth Partners LLC 0.02% No change 530 $251K
Wealth Advisory Solutions, LLC 0.06% No change 529 $250K
Bridgewealth Advisory Group, LLC 0.06% No change 528 $250K
Mb, Levis & Associates, LLC 0.10% Add +0.2% 526 $249K
Klingenstein Fields & Co. LP 0.01% No change 525 $249K
Southeast Asset Advisors, LLC 0.02% No change 525 $248K
Claris Financial LLC 0.13% Reduce -11.5% 524 $248K
Goodwin Investment Advisory 0.27% No change 523 $248K
Glassy Mountain Advisors, Inc. 0.07% No change 523 $248K
BNC Wealth Management, LLC 0.06% No change 521 $247K
Bay Rivers Group 0.10% No change 520 $246K
North Point Portfolio Managers Corp. 0.04% No change 519 $246K
GeoWealth Management, LLC 0.01% New 516 $244K
Harold Davidson & Associates Inc. 0.11% Reduce -29.3% 515 $244K
Johnson & White Wealth Management, LLC 0.11% No change 515 $244K
BridgePort Financial Solutions, LLC 0.07% No change 514 $244K
East Coast Asset Management, LLC. 0.07% No change 514 $243K
Absolute Capital Management, LLC 0.09% Reduce -4.5% 510 $242K
PFG Private Wealth Management, LLC 0.11% Reduce -77.4% 508 $240K
Harmony Asset Management LLC 0.08% No change 507 $240K
Aegis Wealth Management LLC 0.14% No change 507 $240K
180 Wealth Advisors, LLC 0.03% Reduce -3.8% 507 $240K
Fogel Capital Management, Inc. 0.11% No change 505 $239K
Baxter Bros Inc. 0.03% No change 505 $239K
TTP Investments, Inc. 0.08% No change 503 $238K
Enzi Wealth 0.08% No change 505 $237K
Hennion & Walsh Asset Management, Inc. 0.01% No change 501 $237K
Haven Private, LLC 0.10% No change 500 $237K
Wilkins Investment Counsel Inc. 0.03% No change 500 $237K
Lazard Asset Management LLC 0.00% No change 500 $237K
Wealth Group Ltd 0.05% Add +5.3% 499 $236K
MGB Wealth Management, LLC 0.07% No change 498 $236K
Smith Chas P & Associates Pa Cpas 0.01% New 498 $236K
Avise Financial Cooperative, Inc. 0.21% — 498 $236K
Olistico Wealth, LLC 0.11% Add +0.2% 496 $235K
Northwest Wealth Advisors, LLC 0.18% — 495 $234K
Bucket List Wealth Management, LLC 0.14% — 495 $234K
Avantra Family Wealth, Inc. 0.17% No change 494 $234K
Traynor Capital Management, Inc. 0.01% New 494 $234K
Palisade Capital Management, LP 0.01% No change 493 $233K
Quadcap Wealth Management, LLC 0.03% Add +0.2% 492 $233K
Security National Bank 0.03% Add +391.0% 491 $232K
Missouri Trust & Investment Co 0.07% No change 490 $232K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 488 $231K
Cutler Investment Counsel LLC 0.02% No change 488 $231K
United Bank 0.08% New 487 $230K
Vident Advisory, LLC 0.00% Reduce -15.2% 486 $230K
Afg Fiduciary Services Limited Partnership 0.14% No change 487 $230K
Centurion Wealth Management LLC 0.05% No change 485 $230K
Core Wealth Partners LLC 0.10% No change 484 $229K
Aspirean Wealth, LLC 0.25% — 482 $228K
Shelton Wealth Management, LLC 0.10% Reduce -8.7% 482 $228K
Sharper & Granite LLC 0.08% No change 480 $227K
Noesis Capital Mangement Corp. 0.03% No change 480 $227K
Sound Income Strategies, LLC 0.01% Add +0.2% 483 $227K
Salvus Wealth Management, LLC 0.13% Add +3.5% 479 $227K
Channel Wealth LLC 0.06% No change 478 $226K
RVW Wealth, LLC 0.02% No change 478 $226K
Benin Management CORP 0.05% No change 477 $226K
Oakwell Private Wealth Management, LLC 0.04% No change 474 $224K
Virtue Asset Management LLC 0.18% No change 472 $223K
Financial Alternatives, Inc 0.13% New 472 $223K
JPL Wealth Management, LLC 0.05% Reduce -63.8% 472 $223K
Sather Financial Group Inc 0.01% Add +0.2% 472 $223K
Fonville Wealth Management LLC 0.05% Add +8.1% 469 $222K
American Financial Advisors, LLC 0.03% Reduce -0.8% 468 $222K
Finward Bancorp 0.17% No change 468 $222K
Randolph Co Inc 0.02% No change 465 $220K
DB&C Advisors, LLC 0.28% — 464 $220K
Lifelong Wealth Advisors, Inc. 0.06% New 463 $219K
Monument Group Wealth Advisors, LLC 0.12% Reduce -18.9% 462 $219K
Signature Resources Capital Management, LLC 0.11% Add +65.0% 462 $219K
WealthCollab, LLC 0.09% No change 462 $219K
McHugh Group, LLC 0.13% No change 462 $219K
Penobscot Wealth Management 0.07% New 461 $218K
Wedgewood Investors Inc. 0.25% No change 461 $218K
Baugh & Associates, LLC 0.11% Reduce -9.8% 460 $218K
Meridian Financial Advisors, LLC 0.12% No change 458 $217K
Compass Capital Management, Inc. 0.01% New 458 $217K
Institute for Wealth Management, LLC. 0.02% Reduce -4.6% 455 $215K
Birch Hill Investment Advisors LLC 0.01% No change 454 $215K
Mountain Capital Investment Advisors Inc. 0.03% No change 458 $215K
Cahill Financial Advisors Inc. 0.02% No change 452 $214K
Keystone Financial Group, Inc. 0.11% No change 452 $214K
Asset Advisory Group, Inc. 0.11% — 450 $213K
Horrell Capital Management, Inc. 0.09% No change 450 $213K
Global Wealth Strategies & Associates 0.05% Reduce -5.5% 450 $213K
Ted Buchan & Co 0.08% New 449 $213K
Meridian Wealth Partners, LLC 0.03% New 449 $213K
Lincoln Capital Corp. 0.07% No change 446 $211K
Wealthcare Capital Management LLC 0.02% No change 445 $211K
Hibernia Wealth Partners, LLC 0.06% New 443 $210K
Rovin Capital /Ut/ 0.06% No change 444 $210K
SevenBridge Financial Group, LLC 0.03% No change 445 $210K
United Community Bank 0.08% Add +23.1% 443 $210K
Hopwood Financial Services, Inc. 0.15% No change 442 $209K
Atwater Malick LLC 0.06% No change 442 $209K
Fulcrum Capital LLC 0.04% Reduce -26.0% 442 $209K
Riverstone Advisors, LLC 0.10% New 441 $209K
Heritage Family Offices, LLP 0.09% Reduce -7.0% 441 $209K
Provident Investment Management, Inc. 0.02% No change 440 $208K
Monetary Solutions, Ltd 0.20% — 439 $208K
Lineweaver Wealth Advisors, LLC 0.03% No change 439 $208K
Lewis Asset Management, LLC 0.08% No change 438 $207K
Front Row Advisors LLC 0.07% Reduce -3.7% 438 $207K
S&T Bank 0.07% No change 438 $207K
Hoxton Planning & Management, LLC 0.06% Reduce -12.3% 437 $207K
Strategic Investment Advisors / MI 0.02% Add +103.3% 437 $207K
Lazari Capital Management, Inc. 0.07% No change 437 $207K
Impact Partnership Wealth, LLC 0.03% Reduce -17.2% 437 $207K
Weinberger Asset Management, Inc 0.07% No change 435 $206K
Plus Group Wealth Advisors LLC 0.23% — 433 $205K
Passive Capital Management, LLC. 0.06% No change 433 $205K
PDS Planning, Inc 0.01% Add +0.2% 433 $205K
Fortis Capital Management LLC 0.03% New 432 $205K
J. Derek Lewis & Associates Inc. 0.05% — 432 $205K
Trifecta Capital Advisors, LLC 0.03% No change 432 $204K
Opinicus Capital, Inc. 0.14% Reduce -0.7% 432 $204K
Arjuna Capital 0.05% No change 431 $204K
Future Financial Wealth Managment LLC 0.14% Add +0.2% 444 $204K
Colonial River Investments, LLC 0.07% No change 430 $204K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +38.3% 430 $204K
KRM Wealth Management L.L.C. 0.11% — 429 $203K
Clarendon Private LLC 0.17% New 429 $203K
Pines Wealth Management, LLC 0.07% New 429 $203K
3EDGE Asset Management, LP 0.01% No change 429 $203K
J. R. Prunier Capital Management LLC 0.08% — 429 $203K
Dominguez Wealth Management Solutions, Inc. 0.12% No change 428 $203K
Ti-Trust, Inc. 0.12% No change 427 $202K
Wealth Management Nebraska 0.02% Reduce -24.3% 427 $202K
Janney Capital Management LLC 0.01% New 426 $202K
Sun Financial Inc 0.11% — 426 $202K
Bank of Marin 0.14% New 426 $202K
Midwest Heritage Bank, FSB 0.07% New 426 $201K
Legacy Wealth Managment, LLC 0.10% No change 423 $200K
Fairscale Capital, LLC 0.13% No change 415 $196K
Truvestments Capital LLC 0.04% Reduce -10.2% 415 $196K
Alcosta Capital Management, Inc. 0.12% No change 409 $194K
Reflection Asset Management 0.14% — 407 $193K
Mill Capital Management, LLC 0.01% Add +100.0% 400 $189K
Mascoma Wealth Management LLC 0.04% No change 399 $189K
Caitlin John, LLC 0.12% No change 398 $188K
MRP Capital Investments, LLC 0.16% No change 393 $186K
McGuire Capital Advisors Inc. 0.12% — 390 $185K
Kennebec Savings Bank 0.16% No change 388 $184K
Measured Wealth Private Client Group, LLC 0.05% No change 383 $181K
Avion Wealth 0.04% Add +35.3% 383 $181K
Standard Family Office LLC 0.19% No change 380 $180K
Davis Capital Management 0.12% No change 379 $179K
Centerpoint Advisors, LLC 0.05% No change 375 $177K
DecisionPoint Financial, LLC 0.04% Reduce -2.6% 367 $174K
Viewpoint Capital Management LLC 0.07% No change 362 $171K
SYM FINANCIAL Corp 0.02% Add +51.5% 359 $170K
Wealth Watch Advisors, INC 0.06% Add +22.6% 358 $169K
SRH Advisors, LLC 0.05% No change 356 $168K
SIMA Wealth Partners, LLC 0.13% No change 354 $168K
Aberdeen Wealth Management LLC 0.08% New 350 $166K
Evolution Wealth Management Inc. 0.13% Add +13.1% 337 $160K
Signature Equity Partners, LLC 0.09% — 332 $157K
Capital Investment Counsel, Inc 0.02% New 329 $156K
Sellwood Investment Partners LLC 0.06% No change 328 $155K
Peoples Financial Services Corp. 0.07% No change 325 $154K
Abound Financial, LLC 0.06% Reduce -34.6% 320 $151K
Wellington-Altus USA Inc. 0.11% — 314 $149K
Evergreen Private Wealth LLC 0.06% No change 313 $148K
Milestone Investment Advisors LLC 0.04% No change 311 $147K
Clayton Financial Group LLC 0.07% Reduce -9.4% 309 $146K
Morling Financial Advisors, LLC 0.05% No change 307 $145K
Templeton & Phillips Capital Management, LLC 0.09% No change 300 $142K
GPS Wealth Strategies Group, LLC 0.12% Reduce -87.2% 299 $142K
Crews Bank & Trust 0.02% No change 293 $139K
Caldwell Sutter Capital, Inc. 0.06% No change 291 $138K
Noble Wealth Management PBC 0.07% No change 288 $136K
Entrust Financial LLC 0.10% — 282 $133K
High Note Wealth, LLC 0.03% No change 275 $130K
Financial Gravity Asset Management, Inc. 0.02% No change 273 $129K
Tidemark, LLC 0.04% No change 270 $128K
Atlantic Private Wealth, LLC 0.08% No change 265 $125K
Vision Retirement, LLC 0.03% — 263 $124K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% New 263 $124K
Cherry Tree Wealth Management, LLC 0.03% No change 255 $121K
CoreFirst Bank & Trust 0.06% Add +1.2% 253 $120K
Red Lighthouse Investment Management, LLC 0.04% No change 250 $118K
RMG Wealth Management LLC 0.01% Add +11.8% 246 $114K
Field & Main Bank 0.03% Reduce -4.0% 240 $114K
Sachetta, LLC 0.06% Add +3.5% 239 $113K
Godfrey Financial Associates, Inc. 0.09% — 231 $109K
Hanson & Doremus Investment Management 0.01% No change 227 $107K
Rosenberg Matthew Hamilton 0.02% No change 226 $107K
Luken Investment Analytics, LLC 0.04% No change 223 $105K
Sankala Group LLC 0.08% — 232 $104K
Elyxium Wealth, LLC 0.03% New 220 $104K
Timmons Wealth Management, LLC 0.10% — 210 $100K
IFC & Insurance Marketing, Inc. 0.10% — 208 $98K
Coston, McIsaac & Partners 0.02% New 205 $97K
Winthrop Capital Management, LLC 0.02% No change 200 $95K
Core Alternative Capital 0.03% Reduce -2.5% 195 $92K
Gladwyn Financial Advisors, Inc. 0.06% No change 195 $92K
Bernard Wealth Management Corp. 0.04% No change 192 $91K
VSM Wealth Advisory, LLC 0.03% No change 184 $87K
Financial Freedom, LLC 0.04% No change 183 $87K
Cape Investment Advisory, Inc. 0.03% Add +852.6% 181 $86K
Key Capital Management, INC 0.08% — 175 $83K
Abound Wealth Management 0.02% No change 163 $77K
Dunhill Financial, LLC 0.02% No change 154 $73K
Delta Asset Management LLC 0.01% Reduce -0.7% 152 $72K
Tanaka Capital Management Inc. 0.13% No change 149 $71K
Smallwood Wealth Investment Management, LLC 0.04% No change 150 $71K
Quaker Wealth Management, LLC 0.02% No change 150 $71K
Provident Wealth Management, LLC 0.02% No change 150 $71K
Dorato Capital Management 0.05% — 149 $70K
Compass Financial Services Inc 0.03% No change 146 $69K
Westside Investment Management, Inc. 0.01% No change 145 $69K
Comprehensive Financial Planning, Inc. 0.05% Reduce -1.4% 144 $68K
CNB Bank 0.03% No change 144 $68K
Jackson, Grant Investment Advisers, Inc. 0.02% No change 144 $68K
Fairman Group, LLC 0.05% Reduce -10.2% 141 $67K
Sawyer & Company, Inc 0.02% No change 141 $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
Richardson Financial Services Inc. 0.02% No change 172 $62K
MPWM Advisory Solutions, LLC 0.03% No change 130 $62K
Kimelman & Baird, LLC 0.00% No change 130 $62K
Bear Mountain Capital, Inc. 0.02% No change 126 $59K
First Community Trust NA 0.04% No change 125 $59K
Kohmann Bosshard Financial Services, LLC 0.01% New 118 $56K
Hilton Head Capital Partners, LLC 0.03% — 116 $55K
American Capital Advisory, LLC 0.02% No change 116 $55K
Camelot Portfolios, LLC 0.03% New 114 $54K
POM Investment Strategies, LLC 0.03% No change 114 $54K
Steigerwald, Gordon & Koch Inc. 0.01% No change 112 $53K
Modus Advisors, LLC 0.01% New 112 $53K
McMillan Office, Inc. 0.01% — 111 $53K
Sfam, LLC 0.05% — 110 $52K
Flagship Wealth Advisors, LLC 0.01% No change 109 $52K
Cornerstone National Bank & Trust Co 0.02% Reduce -69.5% 101 $48K
one8zero8, LLC 0.01% No change 100 $47K
Cranbrook Wealth Management, LLC 0.01% No change 100 $47K
Manning & Napier Advisors LLC 0.00% No change 100 $47K
N.E.W. Advisory Services LLC 0.00% Add +1840.0% 97 $46K
TCTC Holdings, LLC 0.00% Reduce -4.0% 96 $45K
Bell Investment Advisors, Inc 0.01% No change 94 $44K
Arbor Wealth Management LLC\AZ 0.03% — 93 $44K
Hughes Financial Services, LLC 0.01% No change 92 $44K
Citizens National Bank Trust Department 0.01% Reduce -10.0% 90 $43K
Garton & Associates Financial Advisors LLC 0.02% — 81 $38K
Red Reef Advisors LLC 0.04% — 80 $38K
Eq Wealth Advisors, LLC 0.02% New 80 $38K
Seneschal Advisors, LLC 0.03% No change 78 $37K
Morris Financial Concepts, Inc. 0.01% No change 78 $37K
Motiv8 Investments LLC 0.02% New 73 $35K
Holos Integrated Wealth LLC 0.02% No change 74 $35K
Toth Financial Advisory Corp. 0.00% No change 73 $35K
Gables Capital Management Inc. 0.01% No change 69 $33K
Networth Advisors, LLC 0.02% — 68 $32K
Reyes Financial Architecture, Inc. 0.02% New 64 $30K
Concord Wealth Partners 0.00% Add +210.0% 62 $29K
Raffa Wealth Management, LLC 0.00% New 61 $29K
Tower View Wealth Management LLC 0.01% No change 59 $28K
Banque Cantonale Vaudoise 0.00% No change 60 $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
Godsey & Gibb, Inc. 0.00% New 58 $27K
BankChampaign, National Association 0.03% — 70 $27K
Fourth Dimension Wealth, LLC 0.01% No change 56 $27K
Roxbury Financial LLC 0.02% No change 54 $26K
Basepoint Wealth LLC 0.01% New 51 $24K
Armor Investment Advisors, LLC 0.01% No change 50 $24K
Avalon Trust Co 0.00% No change 49 $23K
Consultiva Wealth Management, Corp. 0.06% No change 48 $23K
Horizon Financial Services, LLC 0.01% New 48 $23K
Y.D. More Investments Ltd 0.00% No change 48 $23K
1015 Capital Partners, LLC 0.02% — 44 $21K
Nemes Rush Group LLC 0.00% No change 43 $20K
Exchange Traded Concepts, LLC 0.00% Reduce -36.8% 43 $20K
Albion Financial Group 0.00% Reduce -43.1% 41 $19K
Richards, Merrill & Peterson, Inc. 0.01% Add +34.5% 39 $18K
Ogorek Anthony Joseph /NY/ 0.01% No change 39 $18K
Resources Management Corp. /CT/ 0.00% No change 37 $18K
Founders Capital Management 0.01% No change 36 $17K
Integrity Financial Corp 0.01% Add +54.5% 34 $16K
Ransom Advisory, Ltd 0.01% New 34 $16K
First Pacific Financial 0.00% Reduce -5.7% 33 $16K
Kingdom Financial Group LLC. 0.00% New 28 $13K
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% No change 26 $12K
Valued Wealth Advisors LLC 0.01% No change 26 $12K
Atlas Capital Advisors Inc. 0.00% — 26 $12K
Broadwater Capital Management LLC 0.01% No change 25 $12K
Luminist Capital LLC 0.01% New 24 $11K
Red Tortoise LLC 0.00% No change 22 $10K
10Elms LLP 0.01% No change 22 $10K
Retirement Wealth Solutions LLC 0.01% New 20 $9K
Wagner Wealth Management, LLC 0.00% New 17 $8K
Winch Advisory Services, LLC 0.00% No change 15 $7K
Daytona Street Capital LLC 0.01% — 14 $7K
Bullock Wealth Management Group 0.00% — 13 $6K
RHL Group, LLC 0.00% — 13 $6K
Bravera Wealth 0.00% — 13 $6K
Elevate Wealth Advisory, Inc. 0.00% New 12 $6K
United Financial Planning Group LLC 0.00% Reduce -98.0% 12 $6K
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
Obsidian Cio, LLC 0.00% Reduce -99.6% 7 $3K
Tucker Asset Management LLC 0.00% No change 7 $3K
LM Advisors LLC 0.01% Reduce -53.0% 1,395 $3K
Garner Asset Management Corp 0.00% New 4 $2K
Contravisory Investment Management, Inc. 0.00% No change 4 $2K
Horizon Investments, LLC 0.00% No change 4 $2K
Park Square Financial Group, LLC 0.00% New 2 $803
Fred Alger Management, LLC 0.00% New 23,238 $0
Janus Henderson Group PLC 0.00% Add +67.5% 13,075 $0

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