iShares Russell 1000 GrowthIWFETF

13F holders, Q1 2026 (March 31)
2,451holders −81
85new positions
148sold out
7famous investors
$415.97avg. 13F price*

At the end of Q1 2026, 2,451 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, down 81 from Q4 2025. 85 opened new positions and 148 sold out. The largest holders were Morgan Stanley ($12.7B), Bank of America Corp. ($11.8B) and FMR LLC ($3.5B). 7 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions85$95.0M
Exits148$708.1M

All 13F filers, Q4 2025 → Q1 2026: 11,601,436 shares bought and 10,242,250 shares sold, net +1,359,186 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,451 holders

Morgan Stanley 0.77% Add +7.7% 29,764,605 $12.7B
Bank of America Corp. 0.86% Reduce -1.3% 27,668,812 $11.8B
FMR LLC 0.19% Reduce -1.2% 8,316,077 $3.5B
Goldman Sachs Group Inc. 0.40% Add +0.0% 7,049,153 $3.0B
JPMorgan Chase & Co. 0.19% Reduce -11.1% 6,663,611 $2.7B
Northern Trust Corp. 0.31% Reduce -1.5% 5,474,587 $2.3B
Envestnet Asset Management Inc. 0.61% Add +1.6% 5,348,833 $2.3B
UBS Group AG 0.37% Reduce -1.5% 4,821,317 $2.1B
Wells Fargo & Company 0.39% Reduce -6.3% 4,515,758 $1.9B
LPL Financial LLC 0.44% Add +2.2% 3,839,355 $1.6B
Raymond James Financial Inc. 0.45% Reduce -2.3% 3,389,212 $1.4B
PNC Financial Services Group, Inc. 0.75% Reduce -0.2% 3,057,823 $1.3B
Baird Financial Group, Inc. 1.87% Add +3.3% 2,806,999 $1.2B
M&T Bank Corp 3.90% Add +10.6% 2,793,668 $1.2B
Truist Financial Corp. 1.18% Reduce -2.2% 2,043,098 $871.2M
Royal Bank of Canada 0.15% Reduce -7.8% 1,866,143 $795.7M
Signaturefd, LLC 11.76% Add +0.9% 1,798,999 $767.1M
Commonwealth Equity Services, LLC 1.02% Reduce -5.3% 1,719,384 $733.1M
Cetera Investment Advisers 0.71% Add +0.4% 1,569,465 $669.2M
Ameriprise Financial Inc. 0.15% Add +2.0% 1,502,223 $639.7M
Pinnacle Financial Partners, Inc. 4.52% Add +0.4% 1,384,642 $590.4M
Circle Wealth Management, LLC 8.29% No change 1,363,473 $581.4M
Focus Partners Wealth 0.64% Reduce -29.7% 1,341,813 $570.6M
BlackRock, Inc. 0.01% Add +31.4% 1,295,446 $552.4M
HighTower Advisors, LLC 0.58% Reduce -0.5% 1,275,960 $544.1M
Stifel Financial Corp. 0.49% Reduce -2.3% 1,255,151 $535.2M
Bank of New York Mellon Corp 0.09% Reduce -6.0% 1,202,796 $512.9M
Cerity Partners LLC 0.69% Add +18.1% 1,139,188 $485.8M
Rockefeller Capital Management L.P. 0.86% Add +5.9% 1,136,766 $484.7M
Nuveen, LLC 0.13% Add +19.2% 1,098,754 $468.5M
Jones Financial Companies LLLP 0.23% Add +118.6% 1,134,310 $468.5M
CIBC Bancorp USA Inc. 0.62% — 1,071,975 $456.5M
Tiaa-Cref Individual & Institutional Services, LLC 1.69% — 1,028,157 $438.4M
TIAA Wealth Investment Management LLC 3.35% — 1,066,633 $438.3M
Fifth Third Bancorp 0.77% Add +153.2% 983,920 $419.5M
US Bancorp \de 0.49% Reduce -2.3% 956,059 $407.7M
GLOBALT Investments LLC / GA 14.30% Add +3.8% 940,582 $401.1M
71 West Capital Partners 16.50% Add +8.1% 879,787 $375.1M
Osaic Holdings, Inc. 0.51% Add +7.5% 813,668 $347.0M
OpenArc Corporate Advisory, LLC 4.60% Reduce -5.4% 752,881 $321.0M
Dynasty Wealth Management, LLC 2.72% Add +344.9% 2,925,449 $311.9M
Two Sigma Investments, LP 0.25% Reduce -14.7% 694,160 $296.0M
Corient Private Wealth LP 0.41% Reduce -4.7% 676,607 $285.5M
Northwestern Mutual Wealth Management Co. 0.17% Reduce -0.0% 666,275 $284.1M
Choreo, LLC 3.41% Add +1.2% 651,929 $278.0M
Mariner, LLC 0.28% Reduce -2.9% 567,884 $242.1M
1ST Source Bank 12.45% Add +0.1% 565,705 $241.2M
Waldron Private Wealth LLC 9.34% Reduce -1.6% 561,959 $239.6M
Clearstead Advisors, LLC 2.10% Reduce -1.6% 538,892 $229.8M
Prudential Financial Inc. 0.28% Add +14.3% 537,253 $229.1M
Citigroup Inc. 0.14% Reduce -2.6% 527,526 $224.9M
Ieq Capital, LLC 1.02% Add +4.7% 515,341 $219.7M
Brown Advisory Inc. 0.35% Reduce -6.5% 502,077 $214.1M
Captrust Financial Advisors 0.36% Add +2.5% 477,946 $203.8M
Creative Planning 0.14% Reduce -1.6% 471,347 $201.0M
Commerce Bank 0.96% Add +2.4% 464,576 $198.1M
MML Investors Services, LLC 0.54% Reduce -12.8% 459,566 $196.0M
Cresset Asset Management, LLC 0.85% Reduce -5.0% 458,001 $195.3M
Regions Financial Corp. 1.23% Reduce -1.2% 443,490 $189.1M
Johnson Financial Group, Inc. 6.37% Add +0.7% 412,850 $176.0M
Staley Capital Advisers Inc. 7.43% Add +0.1% 411,399 $175.4M
Mercer Global Advisors Inc. 0.26% Reduce -5.2% 408,111 $174.0M
Polen Capital Management LLC 1.20% Reduce -47.6% 406,863 $173.5M
Stairway Partners, LLC 8.85% Add +1.3% 400,768 $170.9M
MAI Capital Management 0.95% Reduce -0.0% 393,112 $167.6M
D.A. Davidson & Co. 0.98% Add +4.5% 378,467 $161.4M
Oakworth Capital, Inc. 8.15% Add +2.2% 360,833 $153.9M
Beacon Pointe Advisors, LLC 0.79% Add +18.1% 351,081 $149.7M
Silvercrest Asset Management Group LLC 1.05% Reduce -6.7% 340,757 $145.3M
Hackensack Meridian Health, Inc. 13.21% Reduce -2.5% 328,400 $140.0M
Cullen/Frost Bankers, Inc. 1.59% Reduce -5.4% 327,378 $139.6M
Lido Advisors, LLC 0.55% Reduce -13.1% 326,296 $139.1M
Bank of Montreal 0.06% Reduce -5.3% 324,321 $138.3M
Steward Partners Investment Advisory, LLC 0.71% Add +3.1% 324,255 $138.3M
J.Safra Asset Management Corp 7.41% Reduce -15.9% 322,599 $137.6M
Confluence Wealth Services, Inc. 5.25% Add +5.5% 317,725 $135.5M
Wealth Enhancement Advisory Services, LLC 0.29% Reduce -20.8% 311,547 $132.9M
Moneta Group Investment Advisors LLC 0.88% Add +328.3% 1,096,064 $116.8M
Pathstone Holdings, LLC 0.46% Add +1.2% 273,685 $116.7M
Modera Wealth Management, LLC 1.39% Add +0.6% 272,057 $116.0M
American Century Companies Inc. 0.06% Add +160.4% 266,225 $113.5M
Blair William & Co. 0.33% Add +1.1% 266,026 $113.4M
Private Advisor Group, LLC 0.53% Reduce -1.5% 265,688 $113.3M
Sun Mountain Capital Ltd 100.00% No change 265,463 $113.2M
Allworth Financial LP 0.46% Reduce -1.3% 262,468 $111.9M
Stephens Inc. 1.40% Add +2.6% 261,973 $111.7M
Simon Quick Advisors, LLC 4.83% Reduce -0.8% 247,479 $105.5M
NewEdge Wealth, LLC 1.24% Reduce -10.1% 243,611 $103.9M
HSBC Holdings PLC 0.06% Add +6.6% 220,957 $94.2M
Kestra Advisory Services, LLC 0.33% Add +1.1% 205,098 $87.5M
Cambridge Investment Research Advisors, Inc. 0.22% Reduce -0.9% 203,878 $86.9M
Waverly Advisors, LLC 0.65% Add +1.4% 203,381 $86.7M
NewEdge Advisors, LLC 0.31% Reduce -3.7% 203,180 $86.6M
Keybank National Association 0.32% Reduce -3.7% 202,856 $86.5M
Orion Porfolio Solutions, LLC 0.71% Reduce -12.8% 196,399 $83.7M
Cedar Mountain Advisors, LLC 16.07% Reduce -0.7% 192,689 $82.2M
First Business Financial Services, Inc. 6.95% Add +0.7% 183,308 $78.2M
Stephens Group Asset Management, LLC 4.95% Add +1.8% 182,248 $77.7M
Baker Avenue Asset Management, LP 1.76% Reduce -6.5% 181,561 $77.4M
AQR Capital Management 0.04% Add +18.9% 179,596 $76.6M
Victory Capital Management Inc. 0.05% Reduce -24.6% 179,317 $76.5M
Mesirow Financial Investment Management, Inc. 1.22% Add +34.3% 176,756 $75.4M
Americana Partners, LLC 1.95% Reduce -4.3% 175,835 $75.0M
Sanctuary Advisors, LLC 0.40% Reduce -7.5% 174,613 $74.5M
EP Wealth Advisors, LLC 0.36% Reduce -1.3% 173,688 $74.1M
BTG Pactual Asset Management US LLC 7.26% Reduce -3.7% 171,905 $73.3M
Thrivent Financial for Lutherans 0.14% Reduce -10.9% 170,683 $72.7M
Natixis Advisors, LLC 0.10% Add +90.9% 667,997 $71.2M
Bridges Investment Management Inc. 0.95% Reduce -4.6% 164,182 $70.0M
Quantinno Capital Management LP 0.12% Add +31.1% 162,542 $69.3M
Oppenheimer & Co. Inc. 0.81% Add +0.4% 156,230 $66.6M
MV Capital Management, Inc. 6.43% Reduce -8.1% 153,799 $65.6M
Bank of Nova Scotia 0.11% No change 152,750 $65.1M
Ellenbecker Investment Group 8.61% Add +5.8% 149,755 $63.9M
Alliancebernstein L.P. 0.02% Reduce -42.6% 134,106 $63.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +306.8% 143,313 $61.1M
Capital Advisors, Ltd. LLC 6.86% Add +230.2% 141,645 $60.4M
Paulson Wealth Management Inc. 14.13% Add +5.6% 141,453 $60.3M
Mission Wealth Management, LP 1.24% Add +9.7% 139,263 $59.4M
Equitable Holdings, Inc. 0.38% Add +7.2% 125,462 $59.3M
Wilmington Savings Fund Society, FSB 1.40% Add +27.6% 137,906 $58.8M
Principal Financial Group Inc. 0.03% Add +40.7% 134,150 $57.2M
Hantz Financial Services, Inc. 0.87% Add +8.0% 134,153 $57.2M
AMG National Trust Bank 1.21% Add +2.5% 130,501 $55.6M
Cynosure Group, LLC 6.65% Reduce -0.7% 124,790 $53.2M
Rodgers & Associates, LTD 5.41% Reduce -0.9% 124,627 $53.1M
Avidian Wealth Enterprises, LLC 1.68% Add +0.4% 124,047 $52.9M
Savant Capital, LLC 0.25% Add +8.3% 123,582 $52.7M
Bluesphere Advisors LLC 18.64% Add +48.7% 122,946 $52.4M
Federation des caisses Desjardins du Quebec 0.19% Reduce -50.0% 121,507 $51.8M
Midwest Trust Co 0.64% Add +3.8% 120,362 $51.3M
Waterway Wealth Management, LLC 11.27% Add +13.7% 176,594 $51.0M
Franklin Resources Inc. 0.01% Add +2.5% 118,725 $50.6M
Marquette Asset Management, LLC 7.57% Add +0.2% 118,431 $50.5M
Kestra Private Wealth Services, LLC 0.62% Add +13.4% 118,246 $50.4M
Baron Silver Stevens Financial Advisors, LLC 7.31% Add +2.1% 118,212 $50.4M
Badgley Phelps Wealth Managers, LLC 1.00% Reduce -1.7% 117,622 $50.2M
Relyea Zuckerberg Hanson LLC 5.00% Reduce -1.1% 116,600 $49.7M
Wellington Management Group LLP 0.01% Reduce -49.3% 116,212 $49.6M
Ascent Wealth Partners, LLC 5.74% Reduce -26.1% 115,858 $49.4M
Johnson Investment Counsel Inc. 0.40% Reduce -0.4% 115,760 $49.4M
Cwm, LLC 0.13% Reduce -11.4% 115,731 $49.3M
Capstone Financial Advisors, Inc. 2.63% Reduce -0.1% 114,564 $48.9M
Proathlete Wealth Management LLC 13.09% Add +3.2% 110,460 $47.2M
Congress Asset Management Co. 0.34% Add +43.9% 110,334 $47.0M
TruWealth Advisors, LLC 2.24% Reduce -21.0% 109,277 $46.6M
Nadler Financial Group, Inc. 4.47% Reduce -2.6% 108,706 $46.4M
HB Wealth Management, LLC 0.29% Add +5.2% 106,056 $45.2M
E&G Advisors, LLC 9.71% Reduce -0.7% 102,464 $43.6M
Go Invest LLC 12.29% Add +24.8% 100,581 $42.9M
TD Private Client Wealth LLC 0.89% Add +0.3% 100,267 $42.8M
RMR Wealth Builders 3.36% Reduce -0.6% 99,977 $42.6M
Bokf, NA 0.64% Reduce -2.5% 98,901 $42.2M
Strategic Point Investment Advisors, LLC 6.09% Add +0.7% 98,265 $41.9M
NorthRock Partners, LLC 0.66% Add +288.1% 385,930 $41.1M
United Capital Financial Advisors, LLC 0.25% Reduce -0.6% 96,222 $41.0M
Portfolio Strategies, Inc. 5.02% Reduce -1.0% 95,414 $40.7M
Wealthspire Advisors, LLC 0.32% Reduce -8.8% 94,256 $40.2M
Ameritas Advisory Services, LLC 1.56% Add +1.2% 93,934 $40.1M
Avantax Planning Partners, Inc. 1.08% Add +28.4% 92,599 $39.5M
Accredited Investors Inc. 2.12% Reduce -1.0% 92,370 $39.4M
Winslow Capital Management, LLC 0.15% Add +30.9% 92,176 $39.3M
Old National Bancorp 0.66% Add +402.0% 92,111 $39.3M
Hirtle & Co., LLC 1.52% Reduce -6.0% 91,714 $39.1M
RTD Financial Advisors, Inc. 4.80% Add +0.3% 91,572 $39.0M
Woodard & Co. Asset Management Group Inc. 6.25% Reduce -7.8% 91,513 $39.0M
LBJ Family Wealth Advisors, Ltd. 22.72% Reduce -3.6% 94,354 $38.8M
MetLife Investment Management, LLC 0.20% Add +4.8% 90,800 $38.7M
Kayne Anderson Rudnick Investment Management LLC 0.11% Add +27.8% 89,375 $38.1M
BTC Capital Management, Inc. 2.54% Add +1.1% 88,138 $37.6M
Jennison Associates LLC 0.03% Reduce -5.7% 87,739 $37.4M
StoneX Group Inc. 1.98% Add +0.8% 86,292 $36.8M
VestGen Advisors, LLC 1.03% Add +311.6% 296,689 $36.6M
Corundum Group, Inc. 12.17% Add +12.2% 85,429 $36.4M
William Blair Investment Management, LLC 0.12% Reduce -24.2% 84,425 $36.0M
Sanchez Wealth Management Group 7.76% Add +3.3% 84,186 $35.9M
First Horizon Corp. 1.49% Add +0.1% 83,370 $35.5M
Tsfg, LLC 5.37% Add +4.8% 82,959 $35.4M
Brighton Jones LLC 0.77% New 81,540 $34.8M
Callan Family Office, LLC 0.77% Reduce -31.9% 79,557 $33.9M
Robertson Stephens Wealth Management, LLC 0.95% Reduce -1.2% 79,305 $33.8M
JFS Wealth Advisors, LLC 1.87% Reduce -2.7% 78,355 $33.4M
Loomis Sayles & Co. L P 0.04% Add +221.5% 77,353 $33.0M
Parkside Financial Bank & Trust 2.49% Add +1.3% 76,057 $32.4M
Ullmann Wealth Partners Group, LLC 3.35% Reduce -0.3% 75,731 $32.3M
Simmons Bank 2.14% Reduce -3.1% 75,072 $32.0M
Fulton Bank, N.A. 1.13% Reduce -3.0% 75,016 $32.0M
Rwa Wealth Partners, LLC 0.35% Add +0.9% 74,624 $31.8M
B&D White Capital Company, LLC 3.91% Reduce -1.3% 74,084 $31.6M
Capital Advisors Wealth Management, LLC 4.22% Reduce -12.0% 73,740 $31.4M
Montecito Bank & Trust 5.16% Reduce -1.0% 73,501 $31.3M
Condor Capital Management 2.61% Add +3.6% 73,279 $31.2M
Newbrook Capital Advisors LP 5.81% Add +190.8% 73,208 $31.2M
Smith, Moore & Co. 2.26% Reduce -1.9% 72,767 $31.0M
Wellspring Financial Advisors, LLC 2.30% Reduce -2.3% 71,991 $30.7M
Integrated Investment Consultants, LLC 6.50% Reduce -6.3% 71,806 $30.6M
Arkadios Wealth Advisors 0.51% Reduce -3.8% 71,603 $30.5M
Sheridan Capital Management, LLC 16.02% Add +2.5% 71,267 $30.4M
SCS Capital Management LLC 0.32% Reduce -1.1% 71,198 $30.4M
XML Financial, LLC 2.44% Reduce -11.5% 71,032 $30.3M
Fort Washington Investment Advisors Inc. 0.17% Reduce -0.0% 70,121 $29.9M
Jasper Ridge Partners, L.P. 0.66% No change 69,729 $29.7M
Ashton Thomas Private Wealth, LLC 0.70% Reduce -3.1% 69,394 $29.6M
Caliber Wealth Management, LLC / KS 3.22% Reduce -3.0% 68,958 $29.4M
WCG Wealth Advisors LLC 0.82% Add +2.2% 68,950 $29.4M
Deutsche Bank AG 0.01% Reduce -9.2% 68,612 $29.3M
Saiph Capital, LLC 10.99% Reduce -5.2% 68,082 $29.0M
Ascent Group, LLC 0.99% Reduce -2.0% 66,857 $28.5M
Fifth Third Wealth Advisors LLC 0.96% Reduce -1.8% 66,662 $28.4M
Flaharty Asset Management, LLC 3.52% Reduce -2.3% 66,442 $28.3M
Black Swift Group, LLC 4.92% Reduce -4.1% 65,873 $28.1M
Capital Planning Advisors, LLC 4.03% Add +0.5% 65,424 $27.9M
First Citizens Bank & Trust Co. 0.58% Add +7.3% 64,606 $27.5M
Apella Capital, LLC 0.41% Add +13.0% 57,788 $27.5M
PFW Advisors LLC 8.58% Reduce -0.4% 64,006 $27.3M
Renaissance Technologies 0.04% Add +427.8% 62,280 $26.6M
Concurrent Investment Advisors, LLC 0.29% Reduce -0.0% 61,417 $26.2M
Affiance Financial, LLC 4.24% Add +24.5% 61,344 $26.2M
CX Institutional 0.79% Reduce -50.3% 60,751 $25.9M
Claro Advisors Inc. 3.11% Add +0.3% 60,568 $25.8M
Jmac Enterprises LLC 4.92% Add +1.7% 60,276 $25.7M
Envestnet Portfolio Solutions, Inc. 0.14% Reduce -12.4% 60,264 $25.7M
Nwam LLC 1.47% Reduce -1.6% 59,989 $25.6M
Legacy Edge Advisors, LLC 2.69% Reduce -1.8% 59,957 $25.6M
Evercore Wealth Management, LLC 0.40% Reduce -3.1% 59,742 $25.5M
Bison Wealth, LLC 2.47% Add +316.6% 204,356 $25.4M
Fifth Third Securities, Inc. 1.64% Reduce -0.8% 59,303 $25.3M
Berkshire Money Management, Inc. 2.58% Reduce -48.5% 59,019 $25.2M
&partners 0.12% Add +3.9% 58,320 $25.2M
Clearstead Trust, LLC 4.06% Add +21.1% 58,345 $24.9M
Sei Investments Co. 0.02% Add +369.7% 57,740 $24.6M
Summit Wealth Partners, LLC 3.83% Add +1.7% 56,739 $24.2M
Ballentine Partners, LLC 0.33% Add +10.7% 56,341 $24.0M
DT Investment Partners, LLC 2.00% Reduce -4.6% 56,319 $24.0M
First National Bank of Omaha 0.73% Reduce -2.3% 57,775 $23.8M
Wetzel Investment Advisors, Inc. 9.43% Add +1.9% 55,455 $23.6M
Aptus Capital Advisors, LLC 0.20% Add +0.2% 55,288 $23.6M
Bleakley Financial Group, LLC 0.37% Add +15.0% 55,150 $23.5M
Boulder Wealth Advisors, LLC 9.33% Reduce -9.8% 54,820 $23.4M
Itau Unibanco Holding S.A. 0.56% Reduce -2.1% 54,671 $23.3M
VAUGHAN & Co SECURITIES, INC. 11.92% Add +1.4% 53,483 $22.8M
MOR Wealth Management, LLC 10.45% Add +13.7% 53,443 $22.8M
Bryn Mawr Trust Advisors, LLC 1.09% Add +58.0% 52,623 $22.4M
Farther Finance Advisors, LLC 0.21% Add +12.5% 51,977 $22.4M
GHP Investment Advisors, Inc. 0.92% Reduce -0.6% 52,253 $22.3M
Montag A & Associates Inc. 1.03% Reduce -4.7% 52,125 $22.2M
LWM Advisors Inc. 19.14% Add +4.0% 51,740 $22.1M
Roble, Belko & Company, Inc 2.80% No change 51,653 $22.0M
Merit Financial Group, LLC 0.16% Add +16.4% 51,321 $21.9M
Cooksen Wealth, LLC 15.79% Add +7.6% 50,991 $21.7M
PW Nova Financial Services LLC 5.91% Add +1.6% 50,953 $21.7M
Atticus Wealth Management, LLC 5.88% Add +3.0% 50,876 $21.7M
Visionary Wealth Advisors 0.96% Reduce -0.3% 50,695 $21.6M
Procyon Advisors, LLC 1.04% Add +8.1% 49,545 $21.1M
McKinley Carter Wealth Services, Inc. 1.21% Reduce -1.2% 49,314 $21.0M
Bessemer Group Inc. 0.03% Add +31.6% 49,066 $20.9M
Fidelis Capital Partners, LLC 1.48% Reduce -0.5% 48,749 $20.8M
Kelly Financial Group LLC 5.20% Add +6.0% 48,539 $20.7M
Sonoma Allocations LLC 7.13% Reduce -6.2% 47,935 $20.7M
Haverford Trust Co 0.19% Reduce -4.0% 48,327 $20.6M
Prime Capital Investment Advisors, LLC 0.24% Add +27.2% 48,249 $20.6M
Highland Capital Management, LLC 1.09% Reduce -35.8% 48,083 $20.5M
Independent Advisor Alliance 0.22% Add +709.1% 47,808 $20.4M
Winthrop Advisory Group LLC 1.66% Reduce -0.6% 47,695 $20.3M
T. Rowe Price Associates Inc. 0.00% Reduce -85.0% 47,659 $20.3M
Focus Partners Advisor Solutions, LLC 0.20% Add +4.8% 47,305 $20.2M
Breakwater Capital Group 2.69% Add +8.4% 47,039 $20.1M
Spire Wealth Management 0.68% Reduce -6.6% 46,978 $20.0M
SlateStone Wealth, LLC 1.65% Reduce -1.8% 46,915 $20.0M
Nestegg Advisors, Inc. 17.43% Add +0.5% 46,553 $19.9M
Tradition Wealth Management, LLC 1.41% Reduce -0.5% 46,450 $19.8M
Whitegate Investment Counselors, Inc. 6.29% Reduce -1.8% 46,377 $19.8M
Advisor OS, LLC 1.43% Add +2.2% 46,215 $19.7M
Bradley Foster & Sargent Inc. 0.30% Reduce -0.8% 46,009 $19.6M
Lebenthal Global Advisors, LLC 2.81% Add +12.6% 45,384 $19.4M
Mather Group, Llc. 0.19% Reduce -2.2% 45,364 $19.3M
Dorsey & Whitney Trust CO LLC 1.06% Reduce -3.0% 45,174 $19.3M
Stillwater Capital Advisors, LLC 2.18% Add +4.1% 44,885 $19.1M
Summit Wealth Group LLC / Co. 2.01% Add +198.4% 44,832 $19.1M
Sunburst Financial Group, LLC 3.64% Add +0.3% 44,372 $18.9M
Summit Financial, LLC 0.24% Add +9.1% 44,101 $18.8M
O'shaughnessy Asset Management, LLC 0.09% Add +19.6% 44,059 $18.8M
Accretive Wealth Partners, LLC 5.24% Add +3.2% 43,487 $18.5M
Flynn Zito Capital Management, LLC 5.92% Add +9.5% 43,478 $18.5M
One Capital Management, LLC 0.51% Add +4.0% 43,463 $18.5M
Sylvest Advisors, LLC 9.80% Add +4.4% 43,223 $18.4M
MJP Associates Inc. 2.24% Add +4.9% 43,184 $18.4M
Keel Point, LLC 1.23% Add +2.0% 42,900 $18.3M
Meramec Financial Planners, LLC 7.22% Add +7.4% 38,322 $18.2M
First Foundation Advisors 0.73% Reduce -11.7% 42,627 $18.2M
Cary Street Partners Financial LLC 0.45% Add +1.1% 42,586 $18.2M
Sonata Capital Group Inc. 6.67% Add +0.2% 42,390 $18.1M
Freestone Capital Holdings, LLC 0.55% Reduce -5.3% 42,194 $18.0M
Atria Investments, Inc 0.20% Reduce -26.0% 42,181 $18.0M
Retirement Income Solutions, Inc. 3.06% Reduce -1.6% 41,989 $17.9M
Blodgett Wealth Advisors, LLC 14.19% Reduce -13.6% 41,985 $17.9M
Schneider Downs Wealth Management Advisors, LP 1.95% Add +0.6% 41,409 $17.7M
Quest Investment Management LLC 2.05% Add +0.1% 41,173 $17.6M
Argent Trust Co 0.60% Add +61.9% 41,126 $17.5M
Nvest Financial, LLC 6.51% Add +2.2% 41,006 $17.5M
Crescent Grove Advisors, LLC 1.73% Reduce -0.3% 40,954 $17.5M
Clear Harbor Asset Management, LLC 1.21% Reduce -0.5% 40,758 $17.4M
Composition Wealth, LLC 0.24% Reduce -2.6% 40,637 $17.3M
HBK Sorce Advisory LLC 0.35% Add +305.2% 139,702 $17.3M
Sagespring Wealth Partners, LLC 0.31% Reduce -0.3% 40,245 $17.2M
Curtis Advisory Group, LLC 3.68% Reduce -9.6% 40,040 $17.1M
Westshore Wealth, LLC 5.98% Reduce -5.7% 39,870 $17.0M
Great Valley Advisor Group, Inc. 0.31% Add +4.3% 39,717 $16.9M
BNP Paribas Financial Markets 0.01% Reduce -18.2% 39,290 $16.8M
Pointe Capital Management LLC 8.27% Add +1.4% 39,171 $16.7M
Tiaa Trust, National Association 1.01% Reduce -97.9% 38,862 $16.6M
Compound Planning, Inc. 0.50% Add +48.5% 38,238 $16.3M
Gotham Asset Management 0.05% Add +16.3% 38,123 $16.3M
Choate Investment Advisors 0.32% Reduce -2.9% 38,072 $16.2M
Objectivity Squared, LLC 10.13% Reduce -3.3% 37,688 $16.1M
MCF Advisors LLC 0.70% Add +2324.1% 37,671 $16.1M
Curi Capital, LLC 0.29% Add +8.5% 37,526 $16.0M
OneDigital Investment Advisors LLC 0.15% Add +2.9% 37,046 $15.8M
MidFirst Bank 1.30% Reduce -1.9% 36,930 $15.7M
West Bancorporation Inc. 7.85% Add +19.4% 36,906 $15.7M
Summit Trail Advisors, LLC 0.22% Add +13.1% 36,020 $15.4M
Regent Peak Wealth Advisors LLC 3.13% Reduce -9.1% 35,984 $15.3M
Newport Capital Group, LLC 9.35% Reduce -1.8% 35,947 $15.3M
Stevens Capital Partners 3.66% Add +24.6% 35,743 $15.2M
Occidental Asset Management, LLC 1.80% Reduce -16.0% 35,659 $15.2M
Denver Wealth Management, Inc. 5.22% Add +3.5% 35,558 $15.2M
GM Advisory Group, LLC 0.58% Reduce -0.3% 35,193 $15.0M
Compass Financial Group, Inc. 6.76% Reduce -1.6% 35,150 $15.0M
JMG Financial Group, Ltd. 0.41% Reduce -0.2% 34,919 $14.9M
Investment Partners, LTD. 5.27% Reduce -3.2% 34,714 $14.8M
Stratos Wealth Partners, LTD. 0.17% Reduce -3.1% 34,183 $14.6M
Citizens Financial Group Inc. 0.20% Reduce -8.0% 34,182 $14.6M
IHT Wealth Management, LLC 0.34% Add +6.2% 33,958 $14.5M
Oppenheimer Asset Management Inc. 0.17% Reduce -58.1% 33,898 $14.5M
Intrepid Financial Planning Group LLC 5.79% Reduce -2.4% 33,672 $14.4M
Grove Bank & Trust 1.61% Reduce -0.9% 33,458 $14.3M
Ball & Co Wealth Management Inc. 11.94% Reduce -51.1% 33,455 $14.3M
American State Bank (Iowa) 6.77% Add +9.5% 33,076 $14.1M
Krane Financial Solutions LLC 9.48% — 32,711 $13.9M
Elevation Point Wealth Partners, LLC 0.33% Add +671.4% 32,701 $13.9M
Walsh & Associates, LLC 13.68% Add +1.9% 32,351 $13.8M
Bitterroot Capital Advisors LLC 8.33% Add +0.1% 32,173 $13.7M
SG Americas Securities, LLC 0.02% Add +36.6% 31,933 $13.6M
Pacific Sage Partners, LLC 2.11% Add +7.8% 31,379 $13.4M
Narwhal Capital Management 0.98% Reduce -0.1% 31,305 $13.3M
Valeo Financial Advisors, LLC 0.32% Reduce -5.3% 31,195 $13.3M
Prospera Financial Services Inc 0.21% Reduce -1.6% 31,072 $13.3M
Genesis Private Wealth, LLC 4.17% Reduce -9.5% 31,050 $13.2M
Parallel Advisors, LLC 0.24% Add +1.8% 30,802 $13.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -70.3% 30,483 $13.1M
RFG Advisory, LLC 0.24% Reduce -0.1% 30,445 $13.0M
Finley Financial, LLC 6.01% Add +0.6% 30,085 $12.8M
Stonebridge Financial Group, LLC 1.05% Reduce -6.0% 30,024 $12.8M
STAR Financial Bank 6.04% Reduce -32.6% 30,023 $12.8M
2UniFi Bank 6.20% Add +4.5% 30,018 $12.8M
Ballast, Inc. 2.96% Add +2.8% 30,011 $12.8M
One Wealth Advisors, LLC 1.59% Reduce -10.6% 29,968 $12.8M
Associated Banc-Corp 0.34% Add +1.6% 29,848 $12.7M
Sage Financial Group Inc. 0.83% Add +2.9% 29,794 $12.7M
Vanguard National Trust Co 0.80% — 29,793 $12.7M
FDx Advisors, Inc. 4.05% Reduce -2.4% 29,748 $12.7M
Townsquare Capital LLC 2.85% Reduce -20.7% 29,667 $12.7M
Brand Asset Management Group, Inc. 3.28% Add +0.8% 29,560 $12.6M
Arcadia Wealth Management, LLC 4.52% Reduce -4.3% 29,309 $12.5M
Ryan Investment Management, Inc. 7.01% Reduce -39.4% 29,223 $12.5M
Sequoia Financial Advisors, LLC 0.07% Add +3.4% 29,116 $12.4M
Connecticut Wealth Management, LLC 0.52% Add +2.0% 29,078 $12.4M
Allen Investment Management, LLC 0.15% Add +6.5% 28,817 $12.3M
Integrated Wealth Concepts LLC 0.10% Add +74.0% 28,680 $12.2M
BCGM Wealth Management, LLC 3.03% Add +2.9% 28,280 $12.1M
Clientfirst Wealth Management, LLC 10.17% No change 28,264 $12.1M
Whittier Trust Co. 0.14% Add +2.5% 27,721 $12.0M
Vestmark Advisory Solutions, Inc. 0.13% Add +41.2% 28,039 $12.0M
Advisory Services Network, LLC 0.16% Add +0.3% 27,647 $11.8M
Dakota Wealth Management 0.26% Reduce -21.0% 27,636 $11.8M
Hardy Reed LLC 0.86% Reduce -0.0% 27,634 $11.8M
Blue Trust, Inc. 0.13% Reduce -3.0% 27,515 $11.7M
Epiq Partners, LLC 5.57% Reduce -0.2% 27,206 $11.6M
Sapient Capital LLC 0.17% Add +5.1% 27,124 $11.6M
Matrix Asset Advisors Inc. 1.05% Add +10.6% 26,756 $11.4M
Arete Wealth Advisors, LLC 0.85% Add +19.0% 26,723 $11.4M
Brickley Wealth Management 1.95% Reduce -1.6% 26,612 $11.3M
Peapack Gladstone Financial Corp. 0.14% Reduce -0.3% 26,577 $11.3M
Busey Bank 0.31% Add +0.1% 26,428 $11.3M
Flputnam Investment Management Co. 0.17% Reduce -1.2% 26,341 $11.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.16% Reduce -11.7% 26,205 $11.2M
Napier Financial, LLC 2.56% Reduce -0.1% 26,172 $11.2M
Highland Financial Advisors, LLC 2.94% Reduce -0.7% 26,129 $11.1M
AlTi Global, Inc. 0.24% Reduce -3.6% 25,953 $11.1M
Squarepoint Ops LLC 0.02% Add +5.2% 25,631 $10.9M
Gilliland Jeter Wealth Management LLC 3.23% Add +0.1% 25,570 $10.9M
Tobias Financial Advisors, Inc. 1.52% Reduce -0.3% 25,548 $10.9M
Snowden Capital Advisors LLC 0.29% Reduce -2.7% 25,491 $10.9M
Paragon Financial Partners, Inc. 6.11% Add +1.7% 23,383 $10.8M
Eukles Asset Management 4.80% Add +13.2% 25,250 $10.8M
American Institute for Advanced Investment Management, LLP 6.97% Reduce -2.2% 25,240 $10.8M
Coldstream Capital Management Inc. 0.13% Reduce -1.6% 25,218 $10.8M
FMA Wealth Management, LLC 7.04% Reduce -9.2% 24,838 $10.6M
OFS Enterprise LLC 3.09% — 24,681 $10.5M
Ethos Financial Group, LLC 0.77% Reduce -39.1% 23,412 $10.5M
Nottingham Advisors, Inc. 1.34% Reduce -3.0% 24,400 $10.4M
Arbor Investment Advisors, LLC 1.34% Reduce -0.5% 24,168 $10.3M
Venture Visionary Partners LLC 0.34% Add +1.2% 24,144 $10.3M
Conning Inc. 0.36% No change 24,087 $10.3M
Pettinga Financial Advisors LLC 1.93% Add +2.4% 24,027 $10.2M
Global Strategic Investment Solutions, LLC 1.01% Add +0.1% 24,023 $10.2M
Rhumbline Advisers 0.01% Reduce -34.1% 23,951 $10.2M
Patten Group, Inc. 1.76% Reduce -4.8% 23,784 $10.1M
FLC Capital Advisors 1.83% Reduce -0.8% 23,682 $10.1M
ARK & TLK Investments, LLC 2.74% No change 23,664 $10.1M
Sowell Financial Services LLC 0.37% Reduce -22.4% 23,314 $9.9M
Stock Yards Bank & Trust Co. 0.31% Add +2.5% 23,244 $9.9M
Prosperity Consulting Group, LLC 0.44% Add +23.2% 23,152 $9.9M
Presper Financial Architects, LLC 5.77% Add +2.3% 22,781 $9.7M
Willis Johnson & Associates, Inc. 0.57% Add +4.5% 22,757 $9.7M
Massachusetts Financial Services Co. 0.00% Add +49.5% 22,582 $9.6M
White Lighthouse Investment Management Inc. 1.33% Reduce -0.8% 22,484 $9.6M
Truepoint, Inc. 0.21% Add +0.0% 22,475 $9.6M
Perigon Wealth Management, LLC 0.17% Reduce -1.8% 22,315 $9.5M
NovaPoint Capital, LLC 2.37% Reduce -1.8% 22,186 $9.5M
Gerber Kawasaki Wealth & Investment Management 0.30% Add +6.5% 22,111 $9.4M
Holistic Financial Partners 3.50% Reduce -2.1% 22,098 $9.4M
Neuberger Berman Group LLC 0.01% Reduce -59.9% 21,898 $9.3M
Bay Capital Advisors, LLC 5.73% Add +5.6% 21,798 $9.3M
Fidelity D & D Bancorp Inc. 3.73% Add +19.0% 21,791 $9.3M
Zuckerman Investment Group, LLC 0.87% Add +8.7% 21,746 $9.3M
Fiduciary Trust Co 0.11% Add +0.7% 21,654 $9.2M
Diversified Trust Co. 0.17% Reduce -2.6% 21,491 $9.2M
Wealthcare Advisory Partners LLC 0.18% Add +3.5% 21,457 $9.1M
Cresta Advisors, Ltd. 3.74% Reduce -1.2% 21,410 $9.1M
Next Capital Management LLC 2.76% Reduce -0.4% 21,386 $9.1M
NTV Asset Management LLC 1.00% Reduce -1.8% 21,312 $9.1M
Sound View Wealth Advisors Group, LLC 0.62% Add +0.0% 21,234 $9.1M
Mill Creek Capital Advisors, LLC 0.18% Add +2.0% 20,900 $8.9M
Vise Technologies, Inc. 0.17% No change 18,781 $8.9M
Community Bank, N.A. 1.06% Reduce -0.3% 20,820 $8.9M
Sovran Advisors, LLC 0.70% Add +318.5% 74,411 $8.9M
Paladin Advisory Group, LLC 6.75% Reduce -3.0% 20,807 $8.9M
1900 Wealth Management LLC 0.57% Reduce -0.6% 20,707 $8.8M
SOA Wealth Advisors, LLC. 1.66% Reduce -2.1% 20,643 $8.8M
UMB Bank, n.a. 0.12% Reduce -6.7% 20,564 $8.8M
Pure Financial Advisors, LLC 0.13% Add +4.9% 20,454 $8.7M
Sax Wealth Advisors, LLC 0.42% No change 18,311 $8.7M
Northern Lights Advisors, Inc. 5.87% Add +1.1% 20,315 $8.7M
Frederick Financial Consultants, LLC 4.30% Reduce -1.1% 20,253 $8.6M
Berkshire Asset Management LLC 0.37% Add +2.0% 20,206 $8.6M
St. Louis Trust Co 1.00% Add +2.3% 20,082 $8.6M
Potentia Wealth 3.30% Add +0.4% 20,036 $8.5M
World Investment Advisors 0.14% Add +45.7% 19,850 $8.5M
Smith & Howard Wealth Management, LLC 1.83% Add +10.4% 19,846 $8.5M
Ferguson Johnson Wealth Management Inc 6.86% Reduce -1.3% 19,831 $8.5M
Sepio Capital, LP 0.46% Reduce -8.7% 19,700 $8.4M
Bawa N Mallick Trust 3.41% No change 19,550 $8.3M
Allianz Asset Management GmbH 0.01% Reduce -55.1% 19,500 $8.3M
TCW Group Inc. 0.06% Reduce -68.8% 19,470 $8.3M
Diversify Wealth Management, LLC 0.15% Add +297.9% 69,642 $8.3M
Landaas & Co. /Wi 1.81% Reduce -1.8% 19,349 $8.3M
Jackson Wealth Management, LLC 0.85% Add +5.6% 19,285 $8.2M
Kingsview Wealth Management, LLC 0.11% Reduce -7.4% 19,035 $8.1M
OMNI 360 Wealth, Inc. 4.18% Add +2.7% 19,016 $8.1M
Meridian Wealth Advisors, LLC 1.07% Add +21.8% 18,971 $8.1M
Cyndeo Wealth Partners, LLC 0.42% Reduce -7.4% 18,922 $8.1M
Hilltop Holdings Inc. 0.73% Add +9.7% 18,867 $8.0M
Rebalance, LLC 0.47% Add +0.1% 18,788 $8.0M
Pitcairn Wealth Advisors LLC 0.74% No change 16,912 $8.0M
Mutual Advisors, LLC 0.17% Reduce -0.3% 18,680 $8.0M
GC Wealth Management RIA, LLC 0.33% Add +33.7% 18,614 $7.9M
Rothschild Investment LLC 0.41% Reduce -0.2% 18,612 $7.9M
Harbour Capital Advisors, LLC 1.51% Reduce -1.0% 16,559 $7.9M
Osbon Capital Management LLC 6.47% Reduce -2.3% 18,587 $7.9M
Apollon Wealth Management, LLC 0.13% Reduce -7.2% 18,546 $7.9M
Provenance Wealth Advisors, LLC 0.83% Reduce -0.6% 18,496 $7.9M
Alesco Advisors, LLC, An ESL Co 0.20% No change 18,428 $7.9M
Counterweight Ventures, LLC 4.40% Reduce -5.0% 18,395 $7.8M
Ancora Advisors LLC 0.17% Reduce -0.1% 18,352 $7.8M
Market Street Wealth Management Advisors LLC 1.23% Reduce -0.7% 18,321 $7.8M
Caprock Group, LLC 0.19% Add +7.2% 18,234 $7.8M
HORAN Wealth, LLC 0.74% Add +100.0% 16,466 $7.8M
New England Private Wealth Advisors LLC 0.90% Reduce -0.1% 18,218 $7.8M
TFO Wealth Partners, LLC 1.05% Add +0.0% 18,098 $7.7M
CFM Wealth Partners LLC 1.16% Add +0.5% 18,087 $7.7M
Northstar Group, Inc. 1.13% Reduce -3.3% 18,042 $7.7M
Mycio Wealth Partners, LLC 1.53% Add +0.1% 17,973 $7.7M
CENTRAL TRUST Co 0.15% Reduce -4.3% 17,725 $7.6M
McAdam, LLC 0.34% Reduce -0.6% 17,687 $7.5M
Tanglewood Legacy Advisors, LLC 2.73% Add +3.0% 17,674 $7.5M
Mgo One Seven LLC 0.15% Reduce -2.4% 17,667 $7.5M
Altus Wealth Group LLC 3.08% Add +0.1% 17,641 $7.5M
Ruggaard & Associates LLC 2.98% Reduce -1.5% 17,630 $7.5M
Indiana Trust & Investment Management Co 2.31% Reduce -0.4% 17,516 $7.5M
Quent Capital, LLC 0.53% Reduce -5.7% 17,508 $7.5M
Rehmann Capital Advisory Group 0.39% Reduce -23.6% 17,493 $7.5M
Cornerstone Advisory, LLC 0.71% Reduce -0.9% 17,459 $7.4M
Three Bridge Wealth Advisors, LLC 2.04% No change 17,390 $7.4M
Monument Capital Management 1.85% Add +0.4% 17,282 $7.4M
Greenspring Advisors, LLC 0.44% Reduce -1.9% 17,068 $7.3M
Level Four Advisory Services, LLC 0.24% Add +6.4% 17,056 $7.3M
Laird Norton Wetherby Trust Company, LLC 0.16% Reduce -3.2% 16,879 $7.2M
Pinnacle Associates Ltd. 0.09% Add +6.2% 16,873 $7.2M
Nicolet Bankshares Inc. 0.26% Add +38.5% 16,643 $7.1M
Saxon Interests, Inc. 2.45% Reduce -17.8% 16,625 $7.1M
TPG Financial Advisors, LLC 2.30% Add +34.9% 16,591 $7.1M
Sage Mountain Advisors LLC 0.49% Add +31.9% 16,560 $7.1M
Opes Wealth Management LLC 1.20% Reduce -0.1% 16,545 $7.1M
Next Level Private LLC 1.58% Reduce -0.0% 16,453 $7.0M
Dixon Fnancial Services, Inc. 3.12% No change 16,286 $6.9M
Calamos Advisors LLC 0.04% Add +792.2% 16,157 $6.9M
Linscomb Wealth, Inc. 0.31% Reduce -8.8% 16,152 $6.9M
Dimension Capital Management LLC 0.97% Reduce -5.6% 16,126 $6.9M
Garde Capital, Inc. 0.41% Reduce -0.8% 16,019 $6.8M
Legacy Advisors, LLC 0.80% Reduce -1.0% 16,011 $6.8M
Mathes Company, Inc. 2.50% No change 16,000 $6.8M
Central Valley Advisors, LLC 1.86% Reduce -0.4% 15,978 $6.8M
Talisman Wealth Advisors LLC 5.44% Add +1.7% 15,826 $6.7M
Tolleson Wealth Management, Inc. 0.97% Add +1.2% 15,643 $6.7M
Cornerstone Advisors Asset Management, LLC 1.03% Reduce -0.0% 15,620 $6.7M
Apriem Advisors 0.63% Reduce -0.3% 15,598 $6.7M
Fisher Asset Management 0.00% Add +29.2% 15,583 $6.6M
EPG Wealth Management LLC 1.80% Reduce -0.3% 15,556 $6.6M
CJM Wealth Advisers, Ltd. 2.01% Reduce -2.4% 15,447 $6.6M
Strategic Family Wealth Counselors, L.L.C. 1.71% Add +1.9% 15,299 $6.5M
DHJJ Financial Advisors, Ltd. 2.14% Reduce -1.3% 15,162 $6.5M
Avity Investment Management Inc. 0.47% Reduce -1.9% 15,124 $6.4M
Assetmark, Inc. 0.01% Reduce -6.5% 15,118 $6.4M
Brown Brothers Harriman & Co. 0.03% Reduce -2.0% 15,048 $6.4M
Legal & General Group Plc 0.00% Reduce -31.6% 14,933 $6.4M
Smartleaf Asset Management LLC 0.23% Add +1.3% 15,472 $6.4M
Heck Capital Advisors, LLC 0.47% Reduce -5.6% 14,883 $6.3M
Canal Capital Management, LLC 0.86% Reduce -0.1% 14,866 $6.3M
Buffalo Business & Estate Services Ltd. 0.91% Add +5.3% 14,698 $6.3M
Embree Financial Group 0.73% Add +1.5% 14,598 $6.2M
City Holding Co. 0.77% Reduce -3.3% 14,497 $6.2M
Harbor Investment Advisory, LLC 0.49% Add +0.8% 14,461 $6.2M
Susquehanna International Group, LLP 0.01% Reduce -73.1% 14,448 $6.2M
Ashton Thomas Securities, LLC 0.77% New 14,444 $6.2M
Certuity, LLC 0.40% Reduce -20.8% 14,385 $6.1M
Forvis Mazars Wealth Advisors, LLC 0.12% Reduce -8.6% 14,334 $6.1M
Leavell Investment Management, Inc. 0.25% Reduce -1.2% 14,322 $6.1M
Valmark Advisers, Inc. 0.07% Add +8.3% 14,310 $6.1M
Equitable Trust Co. 0.28% Reduce -3.7% 14,299 $6.1M
Icon Wealth Advisors, LLC 0.39% Add +167.8% 51,112 $6.1M
Gladstone Institutional Advisory LLC 0.22% Reduce -6.4% 14,236 $6.1M
Opus Capital Group, LLC 0.65% No change 14,226 $6.1M
Osborne Partners Capital Management, LLC 0.32% Add +0.5% 14,210 $6.1M
Widmann Financial Services, Inc. 3.59% Add +0.0% 14,147 $6.0M
Ami Asset Management Corp. 0.38% Reduce -80.3% 14,131 $6.0M
Dynamic Financial Group 4.93% Add +1.3% 14,129 $6.0M
AlphaCore Capital LLC 0.14% Reduce -4.2% 13,983 $6.0M
Tocqueville Asset Management L.P. 0.09% Reduce -2.9% 13,940 $5.9M
Lowery Thomas, LLC 3.39% Reduce -0.1% 13,914 $5.9M
First Western Trust Bank 0.30% Reduce -1.5% 13,898 $5.9M
Eagle Strategies LLC 0.71% Add +9.5% 13,895 $5.9M
Calamos Wealth Management LLC 0.20% Add +0.2% 13,797 $5.9M
Serenus Wealth Advisors, LLC 1.17% Add +0.0% 13,756 $5.9M
Forum Financial Management, LP 0.08% Reduce -2.0% 13,663 $5.8M
Cove Private Wealth, LLC 1.32% Add +82.7% 13,589 $5.8M
Cassaday & Co Wealth Management LLC 0.12% Add +11.1% 13,428 $5.7M
Xponance LLC 0.04% Add +6.9% 13,403 $5.7M
Kingswood Wealth Advisors, LLC 0.27% Reduce -9.7% 13,380 $5.7M
MidAtlantic Capital Management, Inc. 3.93% Add +0.1% 13,346 $5.7M
Sigma Planning Corp 0.16% Reduce -0.1% 13,323 $5.7M
Colorado Capital Management, Inc. 2.09% Reduce -3.0% 13,162 $5.6M
Ducere Wealth Management LLC 2.21% Add +3.2% 13,050 $5.6M
Stage Harbor Financial, LLC 3.67% Add +0.3% 12,987 $5.5M
DSM Capital Partners LLC 0.10% Reduce -81.7% 12,897 $5.5M
Monetary Management Group Inc. 1.31% Reduce -0.6% 12,896 $5.5M
Hudson Edge Investment Partners Inc. 0.80% New 12,890 $5.5M
Lowe Brockenbrough & Co. Inc. 0.27% Add +6.1% 12,821 $5.5M
CreativeOne Wealth, LLC 0.13% Add +0.3% 12,799 $5.5M
Total Clarity Wealth Management, Inc. 1.28% Reduce -1.6% 12,790 $5.5M
Flagstar Securities, Inc. 1.96% Reduce -0.7% 12,689 $5.4M
Leigh Baldwin & Co., LLC 3.50% Reduce -8.9% 12,678 $5.4M
Joel Isaacson & Co., LLC 0.18% Add +1.9% 12,640 $5.4M
Aprio Wealth Management, LLC 0.29% Add +5.2% 12,603 $5.4M
Spirepoint Private Client, LLC 0.51% No change 12,563 $5.4M
MTM Investment Management, LLC 1.70% Add +0.4% 12,556 $5.4M
AE Wealth Management LLC 0.03% Reduce -28.8% 12,535 $5.3M
Cordatus Wealth Management LLC 1.27% Reduce -4.2% 12,509 $5.3M
Foundation Wealth Management, LLC\PA 1.86% Reduce -4.2% 12,373 $5.3M
Bollard Group LLC 0.16% Add +0.1% 12,363 $5.3M
Crestwood Advisors Group, LLC 0.09% Add +0.7% 12,359 $5.3M
Berman McAleer LLC 0.72% Reduce -3.2% 12,358 $5.3M
Beirne Wealth Consulting Services, LLC 1.49% Reduce -30.7% 12,325 $5.3M
Jordan Park Group LLC 0.28% Reduce -7.7% 12,320 $5.3M
Xcelsior Advisor Partners LLC 2.00% Add +85.3% 12,271 $5.2M
Essex Financial Services, Inc. 0.29% Reduce -1.2% 12,247 $5.2M
IFP Advisors, Inc 0.11% Add +3.4% 12,243 $5.2M
SVB Wealth LLC 0.34% Reduce -45.2% 12,224 $5.2M
Dynamic Advisor Solutions LLC 0.16% Add +0.9% 12,204 $5.2M
City National Bank of Florida 3.10% Add +0.2% 12,187 $5.2M
CPC Advisors, LLC 0.84% Reduce -1.5% 12,176 $5.2M
Okabena Investment Services Inc. 0.99% Add +0.9% 12,081 $5.2M
Pinnacle Wealth Planning Services, Inc. 0.53% Add +0.6% 12,063 $5.1M
W Advisors, LLC 2.63% Reduce -0.8% 12,044 $5.1M
Alta Wealth Advisors LLC 1.67% Add +1.4% 12,044 $5.1M
Krilogy Financial LLC 0.16% Reduce -0.0% 10,903 $5.1M
Savvy Advisors, Inc. 0.14% Add +29.6% 11,965 $5.1M
Intrua Financial, LLC 0.54% Add +4.6% 11,951 $5.1M
Huntington National Bank 0.04% New 11,793 $5.0M
Cornerstone Wealth Advisors, Inc. 1.16% Reduce -1.6% 11,773 $5.0M
Zacks Investment Management 0.04% Reduce -59.9% 11,768 $5.0M
GAMMA Investing LLC 0.23% Add +0.1% 11,654 $5.0M
Vista Capital Partners, Inc. 0.50% Reduce -1.1% 11,562 $4.9M
Adirondack Capital Advisors, LLC 3.16% Reduce -1.3% 11,532 $4.9M
Verdence Capital Advisors LLC 0.29% Reduce -5.0% 11,515 $4.9M
Cordoba Advisory Partners LLC 1.36% Reduce -4.7% 11,521 $4.9M
Affinity Capital Advisors, LLC 0.69% Reduce -5.0% 11,483 $4.9M
Topel & Distasi Wealth Management, LLC 2.52% Add +1.4% 11,452 $4.9M
Adirondack Trust Co. 1.64% Reduce -2.1% 11,450 $4.9M
Stonebridge Capital Advisors LLC 0.34% Add +1.9% 11,402 $4.9M
Ellis Investment Partners, LLC 0.84% Reduce -3.4% 11,336 $4.8M
Disciplined Investments, LLC 1.73% Reduce -0.0% 11,319 $4.8M
Chicago Partners Investment Group LLC 0.11% Reduce -1.1% 10,057 $4.8M
Capital Asset Advisory Services LLC 0.18% Add +20.9% 10,090 $4.8M
JSF Financial, LLC 0.94% Reduce -4.6% 11,200 $4.8M
Summa Corp. 1.97% Add +1.5% 11,190 $4.8M
Wesbanco Bank Inc. 0.13% Reduce -0.6% 11,189 $4.8M
Avior Wealth Management, LLC 0.14% Add +2.5% 11,178 $4.8M
DSG Capital Advisors, LLC 0.76% No change 11,119 $4.7M
Vance Wealth, LLC 1.36% Add +0.7% 11,019 $4.7M
Lanark Financial, Inc. 0.35% Reduce -7.3% 10,926 $4.7M
Davis R M Inc. 0.08% Reduce -1.7% 10,922 $4.7M
Great Lakes Advisors, LLC 0.04% Add +8.2% 10,887 $4.6M
Brooklyn Investment Group 0.14% Add +22.0% 10,732 $4.6M
Sigma Investment Counselors Inc. 0.24% Reduce -1.4% 10,707 $4.6M
Paces Ferry Wealth Advisors, LLC 1.90% Reduce -1.1% 10,675 $4.6M
Foster Dykema Cabot & Partners, LLC 0.29% Reduce -0.8% 10,673 $4.6M
Harbour Investments, Inc. 0.07% Add +24.0% 10,592 $4.5M
Verum Partners LLC 0.85% Reduce -4.6% 10,548 $4.5M
Segment Wealth Management, LLC 0.26% No change 10,534 $4.5M
Atlas Brown,Inc. 1.34% Reduce -0.8% 10,475 $4.5M
Summit Wealth & Retirement Planning, Inc. 1.07% Reduce -0.9% 10,469 $4.5M
Brookstone Capital Management 0.05% Reduce -69.0% 10,427 $4.4M
Key Financial Inc 0.79% No change 10,416 $4.4M
Hancock Whitney Corp. 0.08% Add +68.5% 18,234 $4.4M
SilverOak Wealth Management LLC 0.70% No change 10,390 $4.4M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -6.6% 10,608 $4.4M
Zions Bancorporation, National Association 0.28% Add +36.6% 10,171 $4.3M
HighPoint Advisor Group LLC 0.18% Reduce -0.3% 10,167 $4.3M
Evoke Wealth, LLC 0.08% Reduce -0.1% 10,091 $4.3M
Tandem Financial, LLC 1.45% Reduce -45.8% 10,081 $4.3M
Etesian Wealth Advisors, Inc. 1.36% Reduce -3.9% 10,028 $4.3M
Aaron Wealth Advisors LLC 0.25% Reduce -0.5% 9,951 $4.2M
CRA Financial Services, LLC 0.55% Add +6.5% 9,940 $4.2M
Thompson Siegel & Walmsley LLC 0.07% Reduce -1.4% 9,922 $4.2M
Enclave Advisors LLC 0.60% No change 9,913 $4.2M
Legacy Financial Group, Inc. 1.11% Add +3.7% 9,892 $4.2M
Permanent Capital Management, LP 0.65% Add +300.4% 35,079 $4.2M
Evanson Asset Management, LLC 0.22% Add +0.0% 9,782 $4.2M
Simplicity Wealth,LLC 0.24% Add +2.3% 9,781 $4.2M
Willner & Heller, LLC 3.10% Add +1.2% 9,759 $4.2M
Darwin Wealth Management, LLC 1.30% Add +7.8% 9,755 $4.2M
True Link Financial Advisors, LLC 0.26% Reduce -8.0% 9,738 $4.2M
Sierra Capital LLC 0.45% No change 9,718 $4.1M
Private Trust Co. NA 0.37% Reduce -2.5% 9,653 $4.1M
Diversified Portfolios, Inc. 0.34% Reduce -1.9% 9,619 $4.1M
Central Pacific Bank - Trust Division 0.54% Reduce -2.7% 9,612 $4.1M
Bouvel Investment Partners, LLC 1.19% Reduce -4.2% 9,605 $4.1M
Centerpoint Advisory Group 3.08% Add +0.5% 9,602 $4.1M
Mosaic Family Wealth Partners, LLC 0.42% Reduce -0.9% 9,601 $4.1M
Valley Forge Investment Consultants Inc. Adv 1.22% Reduce -3.3% 9,562 $4.1M
KMG Fiduciary Partners, LLC 0.30% Reduce -0.9% 9,548 $4.1M
Capital Investment Advisors, LLC 0.06% Add +4.0% 9,523 $4.1M
Guidance Point Advisors, LLC 0.99% Add +0.1% 9,511 $4.1M
WealthShield Partners, LLC 0.45% Reduce -5.1% 9,463 $4.0M
Summit Financial Strategies, Inc. 0.31% Add +4.3% 9,338 $4.0M
Whittier Trust Co. of Nevada Inc. 0.08% Reduce -0.1% 9,156 $4.0M
Independent Financial Group, LLC 0.09% Reduce -6.3% 9,246 $3.9M
Exencial Wealth Advisors, LLC 0.12% Reduce -1.6% 9,202 $3.9M
Oxford Financial Group, LTD. LLC 0.21% No change 9,138 $3.9M
Allstreet Capital Advisors LLC 2.88% Add +0.3% 9,135 $3.9M
Hillcrest Wealth Advisors - NY, LLC 1.58% Add +2.5% 9,125 $3.9M
jvl associates llc 1.30% No change 9,112 $3.9M
Howland Capital Management LLC 0.15% No change 9,108 $3.9M
Clark & Stuart, Inc 2.60% Add +0.1% 9,052 $3.9M
Evergreen Wealth Partners LLC 2.94% Reduce -2.5% 9,038 $3.9M
Columbus Macro, LLC 0.41% Add +4.6% 8,943 $3.8M
KDK Private Wealth Management, LLC 3.48% Reduce -0.1% 8,922 $3.8M
Bartlett & Co. Wealth Management LLC 0.05% Add +332.9% 31,648 $3.8M
Stonebridge Financial Planning Group, LLC 1.39% Reduce -3.0% 8,877 $3.8M
Wedbush Securities Inc. 0.11% Reduce -16.8% 8,852 $3.8M
Annex Advisory Services, LLC 0.07% Reduce -4.9% 8,812 $3.8M
Atlantic Edge Private Wealth Management, LLC 0.92% No change 8,767 $3.7M
Fiduciary Financial Group, LLC 0.49% Reduce -1.9% 8,753 $3.7M
Clarion Wealth Managment Partners, LLC 3.38% Reduce -9.6% 8,745 $3.7M
Orser Capital Management, LLC 2.44% Add +0.5% 8,736 $3.7M
Regal Investment Advisors LLC 0.21% Add +0.0% 8,720 $3.7M
HRT Financial LP 0.01% Reduce -30.3% 8,706 $3.7M
Sendero Wealth Management, LLC 0.41% Reduce -2.4% 8,703 $3.7M
Mainstream Capital Management LLC 2.49% Reduce -1.4% 8,691 $3.7M
GenWealth Group, Inc. 0.63% Reduce -0.1% 8,681 $3.7M
Belpointe Asset Management LLC 0.14% Add +5.0% 8,673 $3.7M
Nolet Wealth Management, LLC 2.10% No change 8,672 $3.7M
Towerpoint Wealth, LLC 1.49% Reduce -1.0% 8,659 $3.7M
DeLarme Wealth Management, Inc. 2.38% Add +0.9% 8,654 $3.7M
Quotient Wealth Partners, LLC 0.10% Add +5.6% 8,654 $3.7M
Quantum Portfolio Management LLC 1.61% Reduce -16.8% 8,642 $3.7M
Gryphon Financial Partners LLC 0.39% Add +24.3% 8,639 $3.7M
AdvisorNet Financial, Inc 0.19% Reduce -7.8% 8,599 $3.7M
Founders Financial Alliance, LLC 0.66% Reduce -0.8% 8,579 $3.7M
Wharton Business Group, LLC 0.14% Add +1.1% 8,549 $3.6M
Leo Wealth, LLC 0.26% Reduce -0.0% 8,543 $3.6M
Jefferies Financial Group Inc. 0.05% Reduce -5.2% 8,531 $3.6M
Jackson Hole Capital Partners, LLC 0.60% No change 8,429 $3.6M
Redhawk Wealth Advisors, Inc. 0.40% Add +6.2% 8,415 $3.6M
RiverFront Investment Group, LLC 0.06% Add +1.3% 8,381 $3.6M
Monograph Wealth Advisors, LLC 0.34% Reduce -1.5% 8,347 $3.6M
Meridian Wealth Management, LLC 0.13% Reduce -6.7% 8,321 $3.6M
Friday Financial 1.22% Add +10.9% 8,329 $3.6M
FAS Wealth Partners, Inc. 0.22% Reduce -0.2% 8,285 $3.5M
TD Waterhouse Canada Inc. 0.01% Add +70.1% 8,142 $3.5M
Transamerica Financial Advisors, LLC 0.30% Add +4.1% 8,147 $3.5M
Mayport, LLC 0.65% Reduce -8.5% 8,140 $3.5M
Aureum Wealth Management, LLC 2.41% Add +184.8% 8,114 $3.5M
Robinson Smith Wealth Advisors LLC 2.34% Reduce -0.2% 8,108 $3.5M
PAX Financial Group, LLC 0.59% Reduce -11.2% 8,100 $3.5M
Independence Bank of Kentucky 0.43% Add +13.5% 8,003 $3.4M
IFC Advisors LLC 0.49% Reduce -15.3% 7,984 $3.4M
Mechanics Bank Trust Department 0.47% Reduce -2.8% 7,981 $3.4M
SouthState Bank Corp 0.16% Reduce -1.3% 7,978 $3.4M
Noble Family Wealth, LLC 0.70% Reduce -0.7% 7,975 $3.4M
Foundations Investment Advisors, LLC 0.04% Add +12.3% 7,969 $3.4M
Argyle Capital Partners, LLC 2.44% Add +5.8% 7,959 $3.4M
Goelzer Investment Management, Inc. 0.16% Add +0.1% 7,933 $3.4M
Wealth Dimensions Group, Ltd. 0.66% Add +0.0% 7,921 $3.4M
Trust Point Inc. 0.29% Add +33.2% 7,889 $3.4M
Baker Tilly Wealth Management, LLC 0.82% Add +3.6% 7,870 $3.4M
Weaver Capital Management LLC 0.73% No change 7,858 $3.4M
Pachira Investments Inc. 1.55% Reduce -8.8% 7,793 $3.3M
Goodman Financial Corp 0.57% Reduce -15.2% 7,774 $3.3M
Certified Advisory Corp 0.30% Reduce -1.8% 7,756 $3.3M
Fiducient Advisors LLC 0.43% Add +4.4% 7,726 $3.3M
Glass Jacobson Investment Advisors llc 1.14% Reduce -0.7% 7,724 $3.3M
Courier Capital LLC 0.18% Reduce -8.6% 7,714 $3.3M
InvesTrust 1.38% Reduce -0.3% 7,706 $3.3M
Suncoast Equity Management 0.39% Reduce -4.3% 7,701 $3.3M
Clark Capital Management Group, Inc. 0.02% Reduce -8.6% 7,699 $3.3M
Arax Advisory Partners 0.09% Reduce -4.4% 7,678 $3.3M
Brightwater Advisory LLC 2.16% Reduce -3.6% 7,669 $3.3M
Meridian Management Co. 0.81% Reduce -8.8% 7,655 $3.3M
Retirement Management Systems Inc. 0.78% Reduce -2.1% 7,607 $3.2M
Perennial Investment Advisors, LLC 0.26% Add +1.4% 7,586 $3.2M
Family Capital Management, Inc. 1.44% Reduce -17.4% 7,582 $3.2M
Soltis Investment Advisors LLC 0.21% Reduce -0.8% 7,577 $3.2M
Ausdal Financial Partners, Inc. 0.14% Reduce -16.9% 7,563 $3.2M
Greenleaf Trust 0.03% Reduce -4.3% 7,538 $3.2M
CIBC Asset Management Inc 0.01% New 7,528 $3.2M
Empower Advisory Group, LLC 0.01% Reduce -8.1% 7,519 $3.2M
Modern Wealth Management, LLC 0.06% Add +0.2% 7,452 $3.2M
Anchyra Partners LLC 0.97% Add +37.8% 7,515 $3.2M
SeaCrest Wealth Management, LLC 0.34% Reduce -7.3% 7,434 $3.2M
Warner Group LLC 2.07% Add +5.9% 7,431 $3.2M
DAVENPORT & Co LLC 0.02% Reduce -23.8% 7,393 $3.2M
Chilton Investment Co. Inc. 0.07% Add +508.8% 7,391 $3.2M
Baron Financial Group, LLC 1.70% Reduce -1.5% 7,378 $3.1M
Glenview Trust Co 0.05% Add +0.4% 7,360 $3.1M
Ehrenkranz Partners L.P. 2.48% Reduce -22.9% 7,359 $3.1M
Bogart Wealth, LLC 0.12% Add +10.6% 7,345 $3.1M
Kapstone Financial Advisors LLC 1.53% Reduce -0.5% 7,333 $3.1M
Premier Path Wealth Partners, LLC 0.41% Reduce -5.6% 7,322 $3.1M
Kintra Wealth, LLC 0.22% Add +454.9% 7,297 $3.1M
Peddock Capital Advisors, LLC 0.69% Reduce -6.6% 7,288 $3.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Reduce -0.6% 7,276 $3.1M
Middleton & Co. Inc. 0.35% No change 7,271 $3.1M
First United Bank & Trust 1.01% Reduce -4.8% 7,265 $3.1M
Canandaigua National Corp. 0.28% — 7,256 $3.1M
Klingman & Associates, LLC 0.15% Add +0.1% 7,237 $3.1M
Burling Wealth Partners, LLC 0.50% No change 7,236 $3.1M
Towercrest Capital Management 0.48% No change 7,201 $3.1M
Indivisible Partners 0.27% Reduce -4.4% 7,194 $3.1M
Elevation Wealth Partners, LLC 1.10% Reduce -1.5% 7,173 $3.1M
ProVise Management Group, LLC 0.22% Reduce -2.2% 7,146 $3.0M
Frank, Rimerman Advisors LLC 0.20% Reduce -11.9% 7,142 $3.0M
Biltmore Family Office, LLC 0.42% Reduce -9.0% 7,116 $3.0M
Flagship Harbor Advisors, LLC 0.13% Add +35.6% 7,087 $3.0M
Azimuth Capital Investment Management LLC 0.11% Add +0.7% 7,079 $3.0M
Ramirez Asset Management, Inc. 0.36% No change 7,050 $3.0M
Cahaba Wealth Management, Inc. 0.20% Reduce -1.4% 7,044 $3.0M
Element Pointe Advisors, LLC 0.56% Add +0.0% 6,993 $3.0M
First National Trust Co 0.10% Reduce -23.2% 6,970 $3.0M
MBL Wealth, LLC 0.23% Reduce -7.8% 6,968 $3.0M
Western Wealth Management, LLC 0.11% Add +7.1% 26,101 $2.9M
Cullinan Associates Inc. 0.24% No change 6,915 $2.9M
QRG Capital Management, Inc. 0.03% Reduce -30.0% 6,890 $2.9M
Cypress Capital Group 0.33% Reduce -5.0% 6,883 $2.9M
First National Bank Sioux Falls 0.80% Reduce -0.2% 6,247 $2.9M
Silver Oak Securities, Incorporated 0.21% Add +1.9% 6,872 $2.9M
Tilson Financial Group, Inc. 0.88% Add +0.0% 6,857 $2.9M
LRI Investments, LLC 0.26% Add +234.9% 6,779 $2.9M
Invested Advisors 2.92% Add +1.7% 6,776 $2.9M
Granite Harbor Advisors, Inc. 1.26% Reduce -3.8% 6,745 $2.9M
Sharkey, Howes & Javer 0.39% Reduce -8.7% 6,738 $2.9M
NFSG Corp 0.47% Reduce -1.6% 6,724 $2.9M
General Partner, Inc. 1.74% No change 6,696 $2.9M
Partnership Wealth Management, LLC 2.17% Reduce -60.9% 6,675 $2.8M
Park National Corp. 0.09% Add +457.6% 6,674 $2.8M
Crewe Advisors LLC 0.24% Reduce -2.2% 6,673 $2.8M
Lee, Kelleher & Klein Wealth Management 1.69% Reduce -5.8% 6,663 $2.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -11.2% 26,553 $2.8M
Alliance Wealth Management Group 0.62% No change 6,638 $2.8M
Beaumont Financial Advisors, LLC 0.19% Reduce -0.2% 6,595 $2.8M
Texas Bank & Trust Co 1.06% Reduce -5.4% 6,594 $2.8M
Formulate Financial LLC 3.45% Reduce -1.0% 6,560 $2.8M
Becker Capital Management Inc. 0.08% Add +6.0% 6,545 $2.8M
Insight 2811, Inc. 1.21% Reduce -3.6% 6,542 $2.8M
Cambridge Advisors Inc. 0.54% Add +0.4% 6,509 $2.8M
Angeles Wealth Management, LLC 0.15% Reduce -8.1% 6,487 $2.8M
Cannell & Spears LLC 0.05% Reduce -2.5% 6,485 $2.8M
Cornerstone Wealth Management, LLC 0.14% Add +10.3% 6,461 $2.8M
HUB Investment Partners, LLC 0.07% Add +15.9% 6,457 $2.8M
EverSource Wealth Advisors, LLC 0.08% Add +34.5% 6,445 $2.7M
Radnor Capital Management, LLC 0.41% No change 6,443 $2.7M
Capital Analysts, LLC 0.07% Add +0.1% 6,437 $2.7M
Cloud Capital Management, LLC 1.19% Add +73.0% 6,409 $2.7M
Gateway Wealth Partners, LLC 0.11% Add +50.1% 6,404 $2.7M
Chesley Taft & Associates LLC 0.11% Reduce -0.8% 6,404 $2.7M
Obermeyer Wealth Partners 0.12% Add +9.0% 6,311 $2.7M
Forum Finance Group S.A. 1.45% — 7,767 $2.7M
Allegheny Financial Group 0.36% Add +1.2% 6,270 $2.7M
Highline Wealth Partners LLC 0.68% Add +39.3% 6,246 $2.7M
Aspiriant, LLC 0.08% Reduce -18.8% 6,245 $2.7M
CGN Advisors LLC 0.21% Reduce -0.7% 6,242 $2.7M
Able Wealth Management LLC 0.71% Reduce -0.1% 6,239 $2.7M
Moss Adams Wealth Advisors LLC 0.19% No change 6,232 $2.7M
Evergreen Capital Management LLC 0.06% Reduce -7.4% 6,221 $2.7M
Fortress Financial Group, LLC 1.95% Add +0.3% 6,174 $2.6M
Proactive Wealth Strategies LLC 0.49% Add +97.9% 6,162 $2.6M
Atlantic Union Bankshares Corp 0.05% Reduce -9.3% 6,144 $2.6M
Plancorp, LLC 0.07% Reduce -0.2% 5,837 $2.6M
Wescott Financial Advisory Group, LLC 0.23% Reduce -1.3% 6,075 $2.6M
Russell Investments Group, Ltd. 0.00% Reduce -3.1% 6,030 $2.6M
Koshinski Asset Management, Inc. 0.16% Reduce -13.3% 6,016 $2.6M
Addison Capital Co 0.46% New 6,014 $2.6M
Focus Financial Network, Inc. 0.09% Reduce -16.8% 6,011 $2.6M
Auour Investments LLC 0.81% Reduce -0.4% 6,004 $2.6M
GTS Securities LLC 0.09% Reduce -63.6% 6,001 $2.6M
Beaton Management Co. Inc. 1.14% No change 5,996 $2.6M
ALM First Financial Advisors, LLC 0.46% No change 7,285 $2.6M
Intelligence Driven Advisers, LLC 0.45% Add +67.4% 5,989 $2.6M
Betterment LLC 0.00% Add +4.4% 5,970 $2.5M
U.S. Capital Wealth Advisors, LLC 0.06% Add +3.7% 5,964 $2.5M
PGIM Custom Harvest LLC 0.04% Reduce -5.7% 5,962 $2.5M
Brady Martz Wealth Solutions, LLC 0.43% Reduce -2.6% 5,961 $2.5M
Moody LYNN Lieberson & Walker, LLC 0.14% Reduce -6.0% 5,939 $2.5M
Northeast Planning Associates, Inc. / NH / 1.70% New 5,919 $2.5M
James J. Burns & Company, LLC 0.34% Reduce -7.0% 5,913 $2.5M
Flywheel Private Wealth LLC 1.44% Reduce -0.8% 5,909 $2.5M
WealthBridge Capital Management, LLC 0.58% Reduce -0.5% 5,896 $2.5M
NorthCoast Asset Management LLC 0.06% Reduce -0.3% 5,857 $2.5M
GGM Financial LLC 1.14% Add +16.4% 5,821 $2.5M
Stratos Wealth Advisors, LLC 0.15% Reduce -17.6% 5,749 $2.5M
Wick Capital Partners, LLC 0.45% Reduce -0.1% 5,749 $2.5M
Norris Financial Group, LLC 0.80% Reduce -2.8% 5,726 $2.4M
Moneco Advisors, LLC 0.19% Reduce -3.4% 5,722 $2.4M
Journey Strategic Wealth LLC 0.06% Reduce -1.4% 5,720 $2.4M
Colonial Trust Co / SC 0.33% Reduce -0.5% 5,707 $2.4M
Oarsman Capital, Inc. 0.30% Reduce -67.0% 5,675 $2.4M
Titleist Asset Management, LLC 0.18% Add +8.5% 5,669 $2.4M
Voya Investment Management LLC 0.00% Reduce -26.9% 5,667 $2.4M
Legacy Trust 0.46% Reduce -7.1% 5,659 $2.4M
Principal Securities, Inc. 0.04% Add +9.7% 5,659 $2.4M
Index Technologies Group LLC 2.62% Reduce -16.7% 5,644 $2.4M
West Michigan Advisors, LLC 0.53% Add +9.7% 5,634 $2.4M
Cornerstone Planning Group LLC 0.32% Add +18.4% 19,910 $2.4M
Texas Capital Bank Wealth Management Services Inc 0.14% Reduce -0.6% 5,616 $2.4M
Evolve Private Wealth, LLC 0.13% New 5,603 $2.4M
Blankinship & Foster, LLC 0.53% Add +0.4% 5,589 $2.4M
Detalus Advisors, LLC 0.54% No change 5,578 $2.4M
Trust Co of the South 0.38% No change 5,560 $2.4M
Marmo Financial Group, LLC 1.17% Reduce -5.9% 5,557 $2.4M
International Assets Investment Management, LLC 0.16% Reduce -37.3% 5,509 $2.4M
Capital Group Private Client Services, Inc. 0.04% Add +18.1% 5,553 $2.4M
Trademark Financial Management, LLC 1.16% Add +10.5% 5,549 $2.4M
Empirical Asset Management, LLC 0.63% Reduce -0.6% 5,543 $2.4M
Balentine LLC 0.10% Reduce -1.5% 5,535 $2.4M
Beacon Advisors Holdings, LLC 1.26% Reduce -5.3% 5,531 $2.4M
Pinebridge Investments LLC 0.02% Reduce -1.1% 5,498 $2.3M
Sterling Investment Counsel, LLC 0.66% Add +5.0% 5,493 $2.3M
Cornerstone Wealth Group, LLC 0.15% Reduce -53.8% 4,963 $2.3M
Clearbridge Investments, LLC 0.00% Reduce -82.6% 5,474 $2.3M
Lee Danner & Bass Inc. 0.15% No change 5,424 $2.3M
Salomon & Ludwin, LLC 0.21% Reduce -1.4% 5,368 $2.3M
Welch & Forbes LLC 0.03% Reduce -1.4% 5,412 $2.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -89.9% 5,407 $2.3M
Investment Advisory Group, LLC 0.59% Add +0.1% 5,401 $2.3M
JP Wealth Management, Inc. 1.56% No change 5,400 $2.3M
Main Street Financial Solutions, LLC 0.17% Reduce -2.0% 5,387 $2.3M
Clifford Group, LLC 1.76% Reduce -2.3% 5,365 $2.3M
Old Mission Investment Co LLC 0.53% Reduce -4.1% 5,353 $2.3M
Nest Investments, LLC 1.85% Add +6.7% 5,325 $2.3M
Fiduciary Alliance LLC 0.14% Add +2.9% 4,833 $2.3M
Magnus Financial Group LLC 0.19% Reduce -6.9% 5,308 $2.3M
Sentinel Advisory Group, LLC 1.09% — 5,262 $2.2M
Palisade Asset Management, LLC 0.23% Reduce -2.2% 5,255 $2.2M
Plante Moran Financial Advisors, LLC 0.14% Reduce -31.1% 5,247 $2.2M
Cascade Financial Partners, LLC 0.23% No change 5,247 $2.2M
Bearing Point Capital, LLC 0.35% Add +0.1% 5,243 $2.2M
Luts & Greenleigh Group, Inc. 1.77% Add +2.8% 5,228 $2.2M
Providence Capital Advisors, LLC 0.36% No change 5,216 $2.2M
Blue Bell Private Wealth Management, LLC 0.32% Reduce -0.1% 5,206 $2.2M
Hoese & Co LLP 1.65% No change 5,201 $2.2M
Cannon Financial Strategists, Inc. 0.29% Reduce -2.7% 5,197 $2.2M
RKL Wealth Management LLC 0.20% Add +9.3% 5,195 $2.2M
Almanack Investment Partners, LLC. 0.37% No change 5,189 $2.2M
Investmark Advisory Group LLC 0.95% Reduce -3.0% 5,185 $2.2M
Grant Street Asset Management, Inc. 0.42% Add +8.7% 5,173 $2.2M
Integrated Capital Management, Inc. 1.46% Reduce -4.3% 5,165 $2.2M
Caldwell Trust Co 0.20% Reduce -0.6% 5,159 $2.2M
Global Trust Wealth Management LLC 1.66% Reduce -8.4% 5,139 $2.2M
Twin Peaks Wealth Advisors, LLC 0.55% Add +7.0% 5,127 $2.2M
Quadrant Private Wealth Management, LLC 0.34% Add +0.2% 5,120 $2.2M
Cooper Financial Group 0.22% Reduce -2.9% 5,096 $2.2M
Life Line Wealth Management LLC 0.97% Reduce -94.8% 5,093 $2.2M
IFG Advisors, LLC 0.36% Reduce -0.8% 5,091 $2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -15.6% 4,858 $2.2M
Trilogy Capital Inc. 0.10% Reduce -12.0% 5,078 $2.2M
Tarbox Family Office, Inc. 0.35% No change 5,075 $2.2M
CCG Wealth Management, LLC 0.59% No change 5,072 $2.2M
Symphony Financial Services, Inc. 1.11% Add +9.3% 5,053 $2.2M
Acropolis Investment Management, LLC 0.10% Reduce -1.7% 5,049 $2.2M
Tassel Capital Management, Inc. 1.17% Reduce -0.0% 5,041 $2.1M
Great Waters Wealth Management 0.23% Reduce -1.2% 5,029 $2.1M
Florida Trust Wealth Management Co 0.06% Add +0.9% 5,007 $2.1M
Veracity Capital LLC 0.76% Reduce -1.5% 4,993 $2.1M
Tranquility Partners, LLC 0.80% Add +4.4% 4,987 $2.1M
LVM Capital Management Ltd. 0.20% Reduce -1.3% 4,977 $2.1M
Activest Wealth Management 0.37% Reduce -0.4% 4,959 $2.1M
Cascade Wealth Advisors, Inc 0.93% Add +300.0% 17,115 $2.1M
Autumn Glory Partners, LLC 0.78% Reduce -13.2% 4,952 $2.1M
Blueline Advisors LLC 1.64% Reduce -5.5% 4,950 $2.1M
Wealth Analytics Partners, LLC 0.86% Reduce -2.6% 4,949 $2.1M
VeraBank, N.A. 0.39% Reduce -0.4% 4,937 $2.1M
Ascentis Independent Advisors 0.16% Add +105.5% 4,933 $2.1M
Rockland Trust Co. 0.08% Reduce -10.4% 4,928 $2.1M
Ferguson Wellman Capital Management, Inc. 0.03% Reduce -17.9% 4,915 $2.1M
Signet Financial Management, LLC 0.23% Reduce -3.3% 4,898 $2.1M
Alamar Capital Management, LLC 1.28% Reduce -2.3% 4,895 $2.1M
Stonebridge Financial Group, LLC / MO 1.76% Reduce -0.3% 4,884 $2.1M
Salem Investment Counselors Inc. 0.06% Reduce -1.5% 4,869 $2.1M
Archer Investment Corp 0.44% Add +0.3% 4,867 $2.1M
Transcend Capital Advisors, LLC 0.17% Reduce -10.7% 4,867 $2.1M
Home Federal Bank of Tennessee 0.52% Reduce -2.0% 4,860 $2.1M
Park Place Capital Corp 0.42% Reduce -32.7% 4,855 $2.1M
Heritage Investment Group, Inc. 0.31% Add +246.4% 4,836 $2.1M
Performance Wealth Partners, LLC 0.06% Reduce -0.7% 4,828 $2.1M
Strategic Wealth Advisors LLC 1.65% Add +4.2% 4,817 $2.1M
Voisard Asset Management Group, Inc. 0.44% Add +2.0% 4,784 $2.0M
Mma Asset Management LLC 0.71% Reduce -0.4% 4,758 $2.0M
Zhang Financial LLC 0.07% Add +16.4% 4,753 $2.0M
Aft, Forsyth & Company, Inc. 0.95% Add +0.0% 4,743 $2.0M
Morton Capital Management LLC 0.30% No change 4,736 $2.0M
Bensler, LLC 0.21% Add +1.8% 4,725 $2.0M
G2 Capital Management, LLC / Oh 0.49% Reduce -0.7% 4,691 $2.0M
Southern Michigan Bank & Trust 0.77% — 4,687 $2.0M
Glassman Wealth Services 0.27% Reduce -6.8% 4,679 $2.0M
Matrix Private Capital Group LLC 0.96% Reduce -1.4% 4,676 $2.0M
Northeast Investment Management 0.08% No change 4,666 $2.0M
Insight Inv LLC 1.08% Reduce -10.6% 4,649 $2.0M
Empowered Funds, LLC 0.01% New 4,592 $2.0M
Boston Partners 0.00% New 175 $2.0M
Clearwave Capital, LLC 1.33% Reduce -0.5% 4,567 $1.9M
Beacon Financial Advisory LLC 0.44% Add +1.2% 4,534 $1.9M
Emprise Bank 0.77% Reduce -1.9% 4,509 $1.9M
Turtle Creek Wealth Advisors, LLC 0.14% Reduce -29.2% 4,500 $1.9M
Bedel Financial Consulting, Inc. 0.22% Add +0.7% 4,497 $1.9M
Financial Connections Group, Inc. 0.67% Reduce -0.6% 4,494 $1.9M
Cambridge Financial Group, LLC 0.65% Add +9.1% 4,478 $1.9M
Intrust Bank NA 0.16% No change 4,476 $1.9M
Cardiff Park Advisors, LLC 0.15% Add +0.7% 4,473 $1.9M
Asset Dedication, LLC 0.13% Reduce -17.6% 4,466 $1.9M
Westwood Holdings Group Inc. 0.01% No change 4,458 $1.9M
Roman Butler Fullerton & Co. 0.52% Reduce -11.8% 4,277 $1.9M
PlanVest Financial, Inc 1.44% — 4,445 $1.9M
Beacon Financial Group 0.19% Add +0.3% 4,427 $1.9M
Rossmore Private Capital 0.17% No change 4,421 $1.9M
Franklin, Parlapiano, Turner & Welch, LLC 0.45% No change 3,982 $1.9M
Revolve Wealth Partners, LLC 0.24% Reduce -17.0% 4,403 $1.9M
Curated Wealth Partners LLC 0.24% Reduce -10.9% 4,393 $1.9M
TCV Trust & Wealth Management, Inc. 0.16% No change 4,379 $1.9M
Asempa Wealth Advisors 1.63% Reduce -14.8% 4,340 $1.9M
HMS Capital Management, LLC 0.72% No change 4,371 $1.9M
Brown Financial Advisory 0.92% No change 4,367 $1.9M
Roehl & Yi Investment Advisors, LLC 0.70% Reduce -19.6% 4,360 $1.9M
Jupiter Wealth Management LLC 0.73% Add +300.0% 14,940 $1.9M
Montis Financial, LLC 0.38% Reduce -2.8% 4,355 $1.9M
WMS Group LLC 2.70% Reduce -31.0% 4,351 $1.9M
Valley National Advisers Inc. 0.24% No change 4,349 $1.9M
Millennium Management 0.00% Reduce -28.6% 4,346 $1.9M
Sage Capital Management, LLC 0.87% Add +0.1% 4,333 $1.8M
Fund Evaluation Group, LLC 0.06% New 4,336 $1.8M
HHM Wealth Advisors, LLC 0.21% Add +36.7% 4,309 $1.8M
Castle Wealth Management LLC 0.60% Reduce -0.7% 4,308 $1.8M
BIP Wealth, LLC 0.07% Reduce -7.9% 4,296 $1.8M
Sfmg, LLC 0.12% Add +8.4% 4,272 $1.8M
National Philanthropic Trust 0.02% Reduce -56.3% 4,271 $1.8M
PFG Investments, LLC 0.08% Add +3.2% 4,268 $1.8M
Tactive Advisors, LLC 0.51% Reduce -3.7% 4,264 $1.8M
Allodium Investment Consultants, LLC 0.87% No change 4,241 $1.8M
Laurel Wealth Advisors LLC 0.18% Add +300.0% 14,580 $1.8M
Broadview Financial Management, LLC 1.23% Reduce -0.1% 4,221 $1.8M
Evermay Wealth Management LLC 0.20% No change 4,206 $1.8M
Independent Solutions Wealth Management, LLC 0.26% Reduce -0.9% 4,200 $1.8M
BOK Financial Private Wealth, Inc. 0.11% Add +8.8% 4,190 $1.8M
Brio Consultants, LLC 0.22% Add +332.3% 14,825 $1.8M
Venturi Wealth Management, LLC 0.08% No change 4,165 $1.8M
Essex Bank 0.39% Add +4.5% 4,155 $1.8M
Raab & Moskowitz Asset Management LLC 0.39% Reduce -1.2% 4,147 $1.8M
Advisors Capital Management, LLC 0.02% Reduce -5.0% 4,127 $1.8M
S.A. Mason LLC 0.66% Reduce -0.7% 4,116 $1.8M
Ritholtz Wealth Management 0.03% Add +24.4% 4,106 $1.8M
National Bank of Canada 0.00% Add +5.2% 4,103 $1.7M
Resonant Capital Advisors, LLC 0.09% No change 4,102 $1.7M
Avestar Capital, LLC 0.12% New 4,093 $1.7M
Westfield Capital Management Co. LP 0.01% Reduce -68.7% 4,085 $1.7M
Brown, Lisle/Cummings, Inc. 0.43% Reduce -25.8% 4,081 $1.7M
Private Wealth Asset Management, LLC 0.19% Add +26.4% 4,076 $1.7M
Fortis Capital Advisors, LLC 0.23% Add +12.0% 4,069 $1.7M
Burns J W & Co. Inc. 0.20% Reduce -0.6% 4,066 $1.7M
October Effect Ltd 1.99% Add +2.5% 4,059 $1.7M
Verus Capital Partners, LLC 0.12% Reduce -0.7% 4,050 $1.7M
Y-Intercept (Hong Kong) Ltd 0.03% New 4,036 $1.7M
Cedarwood Wealth LLC 1.74% Add +0.7% 4,033 $1.7M
BSW Wealth Partners 0.21% No change 4,024 $1.7M
Nikulski Financial, Inc. 0.42% Reduce -25.1% 4,023 $1.7M
1834 Investment Advisors Co. 0.21% Reduce -3.7% 4,017 $1.7M
Selective Wealth Management, Inc. 0.51% Add +304.3% 14,414 $1.7M
Gallacher Capital Management LLC 0.65% Reduce -0.2% 3,990 $1.7M
Burke & Herbert Bank & Trust Co. 0.47% Reduce -0.6% 3,987 $1.7M
SkyView Investment Advisors, LLC 0.23% No change 3,974 $1.7M
KCM Investment Advisors LLC 0.06% Reduce -0.3% 3,918 $1.7M
Jaffetilchin Investment Partners, LLC 0.10% Add +0.3% 3,915 $1.7M
Financial Perspectives, Inc 0.47% Add +7.5% 3,915 $1.7M
Vigil Wealth Management, LLC 1.35% No change 3,905 $1.7M
First Hawaiian Bank 0.23% No change 3,887 $1.7M
Ironwood Financial, llc 0.29% Reduce -2.3% 3,879 $1.7M
Donaldson Capital Management, LLC 0.05% Reduce -1.1% 3,878 $1.7M
RPg Family Wealth Advisory, LLC 0.34% Reduce -12.4% 3,875 $1.7M
Risk Paradigm Group, LLC 1.41% Reduce -13.7% 3,868 $1.6M
Midland Wealth Advisors, LLC 0.08% Reduce -11.3% 3,859 $1.6M
Planning Alternatives Ltd. 0.21% No change 3,855 $1.6M
Breachway Investments LLC 1.58% Reduce -3.1% 3,821 $1.6M
CWA Asset Management Group, LLC 0.06% Reduce -1.1% 3,852 $1.6M
Sheets Smith Wealth Management 0.18% No change 3,833 $1.6M
Insigneo Advisory Services, LLC 0.12% Reduce -41.4% 3,823 $1.6M
Pursue Wealth Partners LLC 0.97% Add +9.4% 3,806 $1.6M
WealthPlan Investment Management, LLC 0.09% New 3,805 $1.6M
Decision Investments, Inc. 1.85% No change 3,805 $1.6M
BlueChip Wealth Advisors LLC 0.71% Add +3.3% 3,799 $1.6M
Vanguard Advisers Inc. 0.01% — 3,793 $1.6M
Geneos Wealth Management Inc. 0.04% Reduce -0.3% 3,776 $1.6M
Ewa, LLC 0.37% Reduce -0.2% 3,773 $1.6M
Castleark Management LLC 0.05% No change 3,770 $1.6M
Edgemoor Investment Advisors, Inc. 0.13% No change 3,762 $1.6M
BHK Investment Advisors, LLC 0.54% Reduce -2.3% 3,761 $1.6M
Boyum Wealth Architects LLC 0.67% Add +323.4% 13,327 $1.6M
HTG Investment Advisors, Inc. 0.46% No change 3,746 $1.6M
Wealthspire Retirement, LLC 0.10% Reduce -0.1% 3,734 $1.6M
Manchester Capital Management LLC 0.23% Reduce -0.4% 3,731 $1.6M
Family Manage LLC 0.19% Reduce -12.1% 3,671 $1.6M
Rockwood Wealth Management, LLC 0.11% Add +8.7% 3,667 $1.6M
Financial Management Network Inc. 0.24% Reduce -1.6% 3,510 $1.6M
Ellevest, Inc. 0.22% Add +15.2% 3,663 $1.6M
Watershed Private Wealth LLC 0.49% Reduce -1.0% 3,653 $1.6M
Providence First Trust Co 0.55% Reduce -16.3% 3,650 $1.6M
MWA Asset Management 0.85% Reduce -6.7% 3,649 $1.6M
Earned Wealth Advisors, LLC 0.10% Reduce -6.5% 3,647 $1.6M
Columbia Bank 0.44% Add +13.3% 3,645 $1.6M
Encompass Wealth Advisors, LLC 0.54% No change 3,633 $1.5M
Archford Capital Strategies, LLC 0.18% Add +0.8% 3,627 $1.5M
Sincerus Advisory, LLC 1.17% Add +20.4% 3,625 $1.5M
Thrive Wealth Management, LLC 0.23% Reduce -1.4% 3,621 $1.5M
Capital Investment Counsel, LLC 0.21% Add +6.3% 3,607 $1.5M
Carret Asset Management, LLC 0.15% No change 3,601 $1.5M
Kovack Advisors, Inc. 0.08% Add +7.3% 3,570 $1.5M
AAF Wealth Management, LLC 0.62% No change 3,553 $1.5M
Advisory Resource Group 0.26% Add +2.3% 3,549 $1.5M
Aspen Grove Capital, LLC 0.29% Reduce -10.2% 3,525 $1.5M
Forum Private Client Group LLC 0.50% Reduce -2.2% 3,515 $1.5M
GAMCO Investors 0.01% Reduce -0.8% 3,500 $1.5M
Townsend Asset Management Corp. /NC/ 0.54% Add +5.5% 3,496 $1.5M
Walkner Condon Financial Advisors LLC 0.20% Add +0.8% 3,494 $1.5M
Riverpoint Wealth Management Holdings, LLC 0.32% Add +0.1% 3,474 $1.5M
TFR Capital, LLC. 0.45% Add +1.7% 3,469 $1.5M
Kanawha Capital Management LLC 0.10% Reduce -13.0% 3,466 $1.5M
Harvest Investment Services, LLC 0.27% Reduce -4.9% 3,460 $1.5M
Amplius Wealth Advisors, LLC 0.12% No change 3,460 $1.5M
Regimen Wealth, LLC 0.43% Reduce -0.3% 3,456 $1.5M
Bluespring Wealth Management, LLC 0.13% Reduce -2.2% 3,445 $1.5M
American Investment Services, Inc. 0.33% Reduce -3.8% 3,436 $1.5M
Retirement Planning Group, LLC 0.05% Add +13.8% 3,427 $1.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -2.5% 3,414 $1.5M
Beaird Harris Wealth Management, LLC 0.10% Reduce -18.7% 3,413 $1.5M
Stratos Investment Management, LLC 0.06% Add +1.5% 3,405 $1.5M
PFG Advisors 0.07% Reduce -1.5% 3,382 $1.4M
Aspen Wealth Management LLC 0.29% Add +0.1% 3,362 $1.4M
CBIZ Investment Advisory Services, LLC 0.05% No change 3,353 $1.4M
Founders Financial Securities LLC 0.08% Reduce -4.3% 3,208 $1.4M
Keebeck Wealth Management 0.16% Reduce -9.8% 3,348 $1.4M
Falcon Wealth Planning 0.10% Reduce -1.4% 3,339 $1.4M
American Trust 0.13% Reduce -3.0% 3,336 $1.4M
Benchmark Financial Wealth Advisors, LLC 0.39% Reduce -2.1% 3,331 $1.4M
Bayban 1.23% No change 3,330 $1.4M
St. Clair Advisors, LLC 0.38% Add +21.6% 3,324 $1.4M
Jacobi Capital Management LLC 0.08% Reduce -17.3% 3,323 $1.4M
Eldridge Investment Advisors, Inc. 0.31% Reduce -4.7% 3,320 $1.4M
Golden Road Advisors LLC 0.81% Reduce -0.2% 3,315 $1.4M
Partners in Financial Planning 0.23% No change 3,312 $1.4M
Forefront Wealth Partners, LLC 0.59% Add +0.9% 3,311 $1.4M
Parisi Gray Wealth Management 0.34% Reduce -1.0% 3,306 $1.4M
Schnieders Capital Management, Llc. 0.22% No change 3,304 $1.4M
Ballast Advisors LLC 0.41% Reduce -2.3% 3,301 $1.4M
Facet Wealth, Inc. 0.02% Add +5.3% 3,280 $1.4M
Maseco LLP 0.04% Add +3.6% 3,267 $1.4M
Appleton Partners Inc. 0.10% Reduce -0.7% 3,254 $1.4M
Davidson Trust Co. 0.60% Reduce -1.7% 3,254 $1.4M
Peck Wealth Management, LLC 1.39% Reduce -3.8% 3,255 $1.4M
Advus Financial Partners, LLC 0.35% Reduce -4.5% 3,252 $1.4M
Pacific Capital Wealth Advisors, Inc. 0.23% Reduce -0.9% 3,242 $1.4M
Greatmark Investment Partners, Inc. 0.16% Reduce -5.1% 3,242 $1.4M
True North Advisors, LLC 0.16% Reduce -10.1% 3,242 $1.4M
Quadrant Capital Group LLC 0.04% Reduce -38.6% 3,233 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.06% Add +2.3% 3,232 $1.4M
Diversified Enterprises, LLC 0.08% Add +1.7% 3,224 $1.4M
Integrated Advisors Network LLC 0.07% Reduce -70.8% 3,221 $1.4M
Kera Capital Partners, Inc. 0.17% Add +0.9% 3,217 $1.4M
HFG Advisors, Inc. 0.97% No change 3,216 $1.4M
GW Henssler & Associates Ltd. 0.06% Add +3.2% 3,210 $1.4M
Sharp Wealth Advisory, LLC 0.67% Reduce -5.6% 3,190 $1.4M
Westmount Partners, LLC 0.33% Reduce -0.7% 3,180 $1.4M
Rothschild Wealth LLC 0.12% Reduce -1.5% 3,167 $1.4M
Ballew Advisors, Inc 0.76% Reduce -0.7% 3,008 $1.3M
Mattern Capital Management, LLC 0.16% Add +4.5% 3,138 $1.3M
Riverview Capital Advisers, LLC 0.45% Reduce -0.7% 3,128 $1.3M
Wealthedge Investment Advisors, LLC 0.49% Reduce -4.1% 3,122 $1.3M
Verus Wealth Management, LLC 1.24% No change 3,122 $1.3M
First Commonwealth Financial Corp 0.21% Reduce -1.0% 3,118 $1.3M
M. Kulyk & Associates, LLC 0.25% No change 3,110 $1.3M
Bailard, Inc. 0.03% Add +0.7% 3,092 $1.3M
Coastal Bridge Advisors, LLC 0.09% Reduce -0.8% 3,088 $1.3M
Asset Management Group, Inc. 0.21% Reduce -12.0% 3,084 $1.3M
Farmers National Bank 0.29% Add +0.2% 3,084 $1.3M
Smithbridge Asset Management Inc. 0.20% Add +2.3% 3,084 $1.3M
Portland Global Advisors LLC 0.14% Reduce -4.1% 3,083 $1.3M
Wellington Grp LLC 0.40% Add +5.2% 3,077 $1.3M
Chapin Davis, Inc. 0.29% Reduce -0.2% 3,078 $1.3M
Arista Wealth Management, LLC 0.16% No change 3,076 $1.3M
Smith Salley Wealth Management 0.07% Reduce -49.7% 3,075 $1.3M
Centennial Bank 0.47% Reduce -30.4% 3,069 $1.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.16% Reduce -0.6% 3,064 $1.3M
Financial Partners Group, Inc 0.16% Add +0.1% 3,063 $1.3M
Strategic Blueprint, LLC 0.08% Reduce -19.3% 3,051 $1.3M
LS Investment Advisors, LLC 0.19% No change 3,051 $1.3M
Chicago Capital, LLC 0.04% Add +0.6% 3,047 $1.3M
Cardinal Point Capital Management ULC 0.08% Add +71.9% 3,046 $1.3M
Tortoise Investment Management, LLC 0.11% No change 3,043 $1.3M
Code Waechter LLC 0.77% No change 3,040 $1.3M
Greenwood Gearhart LLC 0.07% Reduce -7.1% 3,039 $1.3M
Atalanta Sosnoff Capital, LLC 0.03% Add +3.4% 3,032 $1.3M
Heritage Wealth Advisors 0.05% No change 3,027 $1.3M
Addison Advisors LLC 0.28% Add +8.3% 3,022 $1.3M
Silicon Valley Capital Partners 0.13% Add +0.1% 3,018 $1.3M
J. Safra Sarasin Holding AG 0.02% No change 3,127 $1.3M
Cordgrass Capital Advisors, LLC 0.30% No change 3,005 $1.3M
Atala Financial Inc 0.86% No change 2,975 $1.3M
United Bank 0.16% Reduce -11.1% 2,976 $1.3M
BBR Partners, LLC 0.07% Reduce -73.4% 2,970 $1.3M
Orgel Wealth Management, LLC 0.03% Add +3.7% 2,965 $1.3M
Barnes Pettey Financial Advisors, LLC 0.55% Add +8.7% 2,959 $1.3M
Yanni & Associates Investment Advisors, LLC 1.30% Reduce -25.1% 2,948 $1.3M
Heartwood Wealth Advisors LLC 0.11% Add +0.9% 2,942 $1.3M
CFS Investment Advisory Services, LLC 0.09% No change 2,627 $1.3M
Kesler, Norman & Wride, LLC 0.22% No change 2,932 $1.3M
Chilton Capital Management LLC 0.04% No change 2,930 $1.2M
17 Capital Partners, LLC 0.64% Add +9.4% 2,922 $1.2M
ASL Financial, LLC 0.99% Reduce -2.7% 2,905 $1.2M
Ledyard National Bank 0.11% Add +21.8% 2,902 $1.2M
Manhattan West Asset Management, LLC 0.24% Reduce -2.8% 2,899 $1.2M
Destination Wealth Management 0.03% Add +0.2% 2,895 $1.2M
Rollins Financial Advisors, LLC 0.19% No change 2,890 $1.2M
Realta Investment Advisors 0.43% Reduce -2.5% 2,883 $1.2M
Armstrong, Fleming & Moore, Inc 0.52% Add +33.4% 2,874 $1.2M
LongView Wealth Management 0.31% Add +12.2% 2,655 $1.2M
Wealthstar Advisors, LLC 0.73% Reduce -3.3% 2,868 $1.2M
Daybright Advisory Services, Inc. 0.34% Reduce -2.3% 2,865 $1.2M
Private Advisory Group LLC 0.09% New 2,864 $1.2M
Alteri Wealth LLC 0.40% Add +1.0% 2,861 $1.2M
Steph & Co. 0.35% No change 2,861 $1.2M
SmartHarvest Portfolios, LLC 0.51% Reduce -6.2% 2,855 $1.2M
Hurley Capital, LLC 0.65% No change 2,853 $1.2M
Wedmont Private Capital 0.04% Reduce -1.2% 2,743 $1.2M
Stanich Group LLC 0.92% Reduce -1.6% 2,845 $1.2M
WestHill Financial Advisors, Inc. 0.23% Reduce -4.8% 2,830 $1.2M
Pine Valley Investments Ltd Liability Co 0.06% Reduce -0.3% 2,830 $1.2M
Rockbridge Investment Management, LCC 0.11% No change 2,819 $1.2M
TAGStone Capital, Inc. 0.42% Reduce -0.1% 2,816 $1.2M
Baker Boyer National Bank 0.36% No change 2,810 $1.2M
Black Diamond Financial, LLC 0.13% Reduce -1.1% 2,808 $1.2M
GLR Partners, LLC 0.65% — 2,799 $1.2M
Bci Securities, Inc. 11.75% No change 2,797 $1.2M
Argos Wealth Advisors, LLC 0.34% Add +58.3% 2,787 $1.2M
Flagship Private Wealth, LLC 0.48% Add +0.3% 2,757 $1.2M
R.H. Investment Group, LLC 0.91% New 2,648 $1.2M
Anderson Hoagland & Co. 0.10% Reduce -1.4% 2,751 $1.2M
One Day In July LLC 0.09% Add +7.8% 2,737 $1.2M
Berkeley Capital Partners, LLC 0.27% No change 2,727 $1.2M
Galvin, Gaustad & Stein, LLC 0.09% Reduce -0.9% 2,726 $1.2M
SageView Advisory Group, LLC 0.04% Reduce -16.1% 2,726 $1.2M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -7.7% 2,723 $1.2M
Tull Financial Group, Inc. 0.52% No change 2,723 $1.2M
Seneca Financial Advisors LLC 0.34% Add +0.1% 2,722 $1.2M
Norris Perne & French LLP 0.06% Reduce -33.0% 2,718 $1.2M
American Financial & Tax Strategies Inc. 0.56% Reduce -3.9% 2,713 $1.2M
ZWJ Investment Counsel Inc. 0.04% No change 2,713 $1.2M
Harbor Asset Planning, Inc. 0.97% Add +0.1% 2,710 $1.2M
Fairvoy Private Wealth, LLC 0.28% Reduce -9.2% 2,704 $1.2M
First City Capital Management, Inc. 0.61% No change 2,704 $1.2M
Petredis Investment Advisors LLC 0.09% No change 2,703 $1.2M
Carnegie Investment Counsel 0.02% Reduce -11.9% 2,701 $1.2M
Waterfront Wealth Inc. 0.21% No change 2,698 $1.2M
Legacy Capital Wealth Partners, LLC 0.24% Add +51.5% 2,697 $1.2M
Ruggiero Investments, Inc. 1.11% Reduce -11.2% 2,694 $1.1M
Stanley-Laman Group, Ltd. 0.14% Add +66.2% 2,692 $1.1M
Aventura Private Wealth, LLC 0.42% Add +1.7% 2,681 $1.1M
KLCM Advisors, Inc. 0.10% Add +1.0% 2,681 $1.1M
FWL Investment Management, LLC 0.25% Reduce -10.1% 2,675 $1.1M
Lyell Wealth Management, LP 0.08% Reduce -19.4% 2,675 $1.1M
Keystone Wealth Services, LLC 0.24% Reduce -17.0% 2,669 $1.1M
Nomura Asset Management International Inc. 0.00% Reduce -67.6% 2,665 $1.1M
Rice Partnership, LLC 0.16% No change 2,662 $1.1M
Goldstein Advisors, LLC 0.13% Reduce -0.9% 2,662 $1.1M
Cozad Asset Management Inc. 0.09% Reduce -1.5% 2,658 $1.1M
Latitude Advisors, LLC 0.52% Reduce -15.8% 2,656 $1.1M
JT Stratford LLC 0.14% Add +2.5% 2,646 $1.1M
TBH Global Asset Management, LLC 0.23% New 2,646 $1.1M
Insight Advisors, LLC/ PA 0.21% Add +0.0% 2,642 $1.1M
Spinnaker Trust 0.06% No change 2,636 $1.1M
United Advisor Group, LLC 0.14% Add +12.6% 2,633 $1.1M
Sand Hill Global Advisors, LLC 0.04% No change 2,630 $1.1M
Tannin Capital LLC 0.81% No change 2,618 $1.1M
Trivium Point Advisory, LLC 0.20% Reduce -23.9% 2,618 $1.1M
Naviter Wealth, LLC 0.14% No change 2,618 $1.1M
Per Stirling Capital Management, LLC. 0.12% Reduce -3.2% 2,617 $1.1M
Coastline Trust Co 0.11% Reduce -9.1% 2,610 $1.1M
Integrity Alliance, Llc. 0.04% Reduce -11.4% 2,607 $1.1M
Sunbelt Securities, Inc. 0.07% Add +8.8% 2,607 $1.1M
Smithfield Trust Co 0.05% No change 2,594 $1.1M
First Bank & Trust 0.18% No change 2,594 $1.1M
Principle Wealth Partners LLC 0.06% Add +16.1% 2,594 $1.1M
CoreCap Advisors, LLC 0.04% Reduce -5.4% 2,593 $1.1M
Financial Plan, Inc. 0.12% Reduce -5.8% 2,590 $1.1M
Csenge Advisory Group 0.05% Reduce -15.8% 2,585 $1.1M
Apollon Financial, LLC 0.15% Reduce -2.2% 2,583 $1.1M
Fortis Group Advisors, LLC 0.18% No change 2,582 $1.1M
Integrity Wealth Partners, LLC 0.99% — 2,578 $1.1M
Woodmont Investment Counsel LLC 0.07% Reduce -9.7% 2,578 $1.1M
Everett Harris & Co. 0.01% No change 2,573 $1.1M
COFG Advisors, LLC 0.27% Add +0.1% 2,573 $1.1M
Clear Creek Financial Management, LLC 0.08% Add +0.4% 2,569 $1.1M
Nicholas Hoffman & Company, LLC. 0.03% Add +0.2% 2,569 $1.1M
Theory Financial LLC 0.38% No change 2,567 $1.1M
Hamilton Point Investment Advisors, LLC 0.17% Add +1.2% 2,545 $1.1M
Higgins & Schmidt Wealth Strategies LLC 0.50% Add +37.3% 2,543 $1.1M
Sprinkle Financial Consultants LLC 0.50% Reduce -7.3% 2,536 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -19.3% 2,530 $1.1M
Bank of New Hampshire 0.25% Reduce -3.8% 2,529 $1.1M
Nova R Wealth, Inc. 0.34% Reduce -9.1% 2,521 $1.1M
Presilium Private Wealth, LLC 0.19% No change 2,520 $1.1M
Two Sigma Securities, LLC 0.12% Add +1.2% 2,520 $1.1M
Tennessee Valley Asset Management Partners 0.14% Add +12.8% 2,519 $1.1M
Foster Group, Inc. 0.03% Reduce -1.7% 2,511 $1.1M
TFC Financial Management, Inc. 0.13% Add +5.5% 2,508 $1.1M
Presidio Capital Management, LLC 0.31% Add +2.8% 2,503 $1.1M
Kavar Capital Partners Group, LLC 0.13% Reduce -4.4% 2,503 $1.1M
Pennington Partners & Co., LLC 0.36% Add +24.1% 2,499 $1.1M
NWK Group, Inc. 0.41% Reduce -9.7% 2,498 $1.1M
Signal Advisors Wealth, LLC 0.07% Add +4.7% 2,491 $1.1M
Symphony Financial, Ltd. Co. 0.14% Add +2.0% 2,534 $1.1M
Arbor Capital Management Inc. 0.87% Add +3.6% 2,335 $1.1M
Topsail Wealth Management, LLC 0.16% No change 2,486 $1.1M
MLG Wealth Management DBA Pine Grove Financial Group 0.12% Add +1.8% 2,486 $1.1M
MA Private Wealth 0.18% No change 2,485 $1.1M
Verus Financial Partners, Inc. 0.10% No change 2,257 $1.1M
NorthCrest Asset Manangement, LLC 0.03% Reduce -14.1% 2,438 $1.0M
Madison Asset Management, LLC 0.01% No change 2,440 $1.0M
Financial Sense Advisors, Inc. 0.24% Reduce -45.2% 2,440 $1.0M
Interchange Capital Partners, LLC 0.33% Add +2.4% 2,862 $1.0M
Crumly & Associates Inc. 0.22% Reduce -13.0% 2,423 $1.0M
Petix & Botte Co 0.46% Reduce -50.0% 2,419 $1.0M
Resolute Wealth Advisor, Inc. 0.58% — 2,403 $1.0M
Beacon Capital Management, LLC 0.18% Add +2.2% 2,401 $1.0M
Capital Investment Advisory Services, LLC 0.07% Reduce -4.6% 2,401 $1.0M
First Financial Corp. 0.40% No change 2,399 $1.0M
Brookmont Capital Management 0.57% Add +74.7% 2,398 $1.0M
West Paces Advisors Inc. 0.20% No change 2,384 $1.0M
Castleview Partners, LLC 0.52% No change 2,383 $1.0M
Pacific Financial Group Inc. 0.55% Reduce -3.5% 2,377 $1.0M
Magnolia Private Wealth, LLC 0.67% No change 2,373 $1.0M
Compton Wealth Advisory Group, LLC 0.22% No change 2,347 $1.0M
Vericrest Private Wealth 0.90% No change 2,364 $1.0M
Kelman-Lazarov, Inc. 0.14% Reduce -0.3% 2,360 $1.0M
Golden State Wealth Management, LLC 0.11% Reduce -3.6% 2,359 $1.0M
Texas Yale Capital Corp. 0.03% Reduce -0.8% 2,358 $1.0M
Biondo Investment Advisors, LLC 0.13% Reduce -67.2% 2,355 $1.0M
Strategic Financial Services, Inc. 0.05% Reduce -0.6% 2,331 $994K
Tyche Wealth Partners LLC 0.15% Add +7.0% 2,322 $990K
HBW Advisory Services LLC 0.10% Add +2.9% 2,319 $989K
Thoroughbred Financial Services, LLC 0.06% Add +4.7% 2,309 $984K
Z3 Capital Partners, LLC 0.25% Reduce -5.1% 2,307 $984K
Kathmere Capital Management, LLC 0.06% Add +0.6% 2,301 $981K
Reston Wealth Management LLC 0.30% Add +0.1% 2,298 $980K
Beese Fulmer Investment Management, Inc. 0.06% Add +13.4% 2,286 $975K
Operose Advisors LLC 0.23% Reduce -5.8% 2,284 $974K
SpringVest Wealth Management LLC 0.66% Add +5.9% 2,276 $970K
Rosenblum Silverman Sutton S F Inc. 0.25% Add +13.8% 2,275 $970K
McIlrath & Eck, LLC 0.07% Add +15.1% 2,275 $970K
FourThought Financial Partners, LLC 0.08% Reduce -0.1% 2,270 $968K
Sage Private Wealth Group, LLC 0.49% Add +15.6% 2,264 $965K
Clark Asset Management, LLC 0.09% Add +124.1% 2,257 $962K
EdgeRock Capital LLC 0.26% Add +8.3% 2,254 $962K
Elevatus Welath Management 0.50% Add +0.1% 2,255 $962K
Pin Oak Investment Advisors Inc. 0.68% Reduce -38.2% 2,254 $961K
Parsons Capital Management Inc. 0.04% Add +14.0% 2,252 $960K
Wealth Architects, LLC 0.09% Reduce -0.0% 2,245 $957K
SFG Wealth Management, LLC. 0.39% Reduce -0.6% 2,240 $955K
Capital Advisors Inc. 0.02% Reduce -8.4% 2,235 $953K
Pallas Capital Advisors LLC 0.04% Reduce -39.0% 2,233 $952K
GEM Asset Management, LLC 0.42% Add +2.8% 2,228 $950K
Lee Financial Co 0.13% Add +0.4% 2,227 $950K
Oak Wealth Advisors LLC 0.52% No change 2,224 $948K
Axis Wealth Partners, LLC 0.50% Reduce -2.0% 2,209 $942K
Three Bearings Fiduciary Advisors, Inc. 0.91% No change 2,208 $941K
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -22.1% 2,208 $941K
Private Wealth Advisors, LLC 0.26% No change 2,202 $939K
Anson Capital, Inc. 0.64% No change 2,200 $938K
Juncture Wealth Strategies, LLC 0.31% No change 2,199 $938K
Orrstown Financial Services Inc. 0.16% Reduce -1.1% 2,195 $936K
Edgestream Partners, L.P. 0.03% Reduce -38.6% 2,195 $936K
Strathmore Capital Advisors, Inc. 0.26% Reduce -10.1% 1,950 $934K
Leonard Rickey Investment Advisors P.L.L.C. 0.16% Reduce -0.2% 2,188 $933K
Prosperity Planning, Inc. 0.34% No change 2,187 $932K
YANKCOM Partnership 0.38% No change 2,184 $932K
WNY Asset Management, LLC 0.10% — 2,168 $925K
Strive Financial Group ,LLC 0.49% Add +28.7% 2,168 $924K
Mascagni Wealth Management, Inc. 0.66% No change 2,159 $921K
Snider Financial Group 0.28% Reduce -37.9% 2,151 $917K
Fortitude Financial, LLC 0.49% Add +3.2% 2,150 $917K
Meeder Advisory Services, Inc. 0.04% Reduce -4.2% 2,149 $916K
Pension & Wealth Management Advisors, Inc. 0.27% Add +14.8% 2,147 $915K
RFG - Bristol Wealth Advisors, LLC 0.25% Add +229.7% 2,146 $915K
Wealth Science Advisors LLC 0.51% No change 1,927 $912K
Uptick Partners, LLC 0.18% Add +69.8% 2,132 $909K
Sightline Wealth Advisors, LLC 0.38% Reduce -2.3% 2,132 $909K
Wealthgarden F.S. LLC 0.62% No change 2,128 $907K
Eight 31 Financial, LLC 0.55% No change 2,127 $907K
Parr McKnight Wealth Management Group, LLC 0.12% No change 2,123 $905K
SHP Wealth Management 0.07% Add +1.1% 2,123 $905K
Curran Financial Partners, LLC 0.16% No change 2,115 $902K
Latko Wealth Management, Ltd. 0.44% Add +77.6% 2,115 $902K
Single Point Partners, LLC 0.18% Reduce -0.2% 2,112 $901K
Calton & Associates, Inc. 0.13% Add +3.5% 2,111 $900K
Country Trust Bank 0.02% No change 2,103 $897K
Stockman Wealth Management, Inc. 0.10% Reduce -3.4% 2,098 $895K
3 Factor Indexing, LLC 0.84% — 2,096 $894K
Elevation Wealth Management LLC 0.82% Reduce -10.6% 2,096 $894K
KilterHowling LLC 0.45% Add +0.1% 2,093 $893K
Atwood & Palmer Inc. 0.05% No change 2,092 $892K
Argus Investors' Counsel, Inc. 0.79% Reduce -20.4% 2,091 $892K
NBT Bank, N.A. 0.06% Add +47.8% 2,088 $890K
Weaver Consulting Group 0.21% Reduce -6.0% 2,086 $889K
YHB Investment Advisors, Inc. 0.06% Reduce -0.8% 2,086 $889K
First American Trust, FSB 0.06% Add +19.3% 2,084 $889K
Union Savings Bank 0.39% Reduce -5.0% 2,084 $889K
Bank of Hawaii 0.05% No change 2,076 $885K
Jamison Private Wealth Management, Inc. 0.11% Reduce -0.2% 2,073 $884K
SPWM Advisors LLC 0.77% Add +277.6% 7,144 $881K
Harfst & Associates, Inc. 0.16% Reduce -2.0% 2,066 $881K
Kaydan Wealth Management, Inc. 0.29% Add +0.8% 2,063 $880K
Platform Technology Partners 0.17% Add +38.0% 2,063 $880K
Demars Financial Group, LLC 0.29% Reduce -2.6% 2,059 $878K
Integrity Wealth Solutions LLC 0.34% Add +0.4% 2,050 $874K
Advisory Alpha, LLC 0.02% Reduce -1.8% 2,049 $874K
Debussy Capital Management LP 0.12% No change 2,046 $873K
Victory Financial Group, LLC 0.11% Reduce -1.8% 2,046 $872K
Sovereign Financial Group, Inc. 0.15% Add +2.0% 2,042 $871K
Accel Wealth Management 0.23% Reduce -3.5% 2,041 $870K
Hubbell Strickland Wealth Management, LLC 0.35% Add +0.1% 2,040 $870K
LBMC Investment Advisors, LLC 0.05% No change 2,038 $869K
Pps&v Asset Management Consultants, Inc. 0.53% No change 2,036 $868K
Traphagen Investment Advisors LLC 0.07% Add +6.5% 2,033 $867K
Citizens & Northern Corp. 0.22% Reduce -9.8% 2,032 $866K
William Howard & Co Financial Advisors Inc 0.75% Add +0.1% 2,024 $863K
JTC Employer Solutions Trustee Ltd 0.07% No change 2,016 $860K
TRUE Private Wealth Advisors 0.08% No change 2,015 $859K
Signature Wealth Management Partners, LLC 0.43% Reduce -15.1% 2,008 $856K
Magnolia Capital Advisors LLC 0.17% Reduce -0.3% 2,002 $854K
Navis Wealth Advisors, LLC 0.44% Reduce -15.2% 2,000 $853K
Sage Rhino Capital LLC 0.16% No change 2,000 $853K
First Trust Advisors LP 0.00% Reduce -9.7% 1,996 $851K
North Star Investment Management Corp. 0.05% No change 1,992 $850K
Ascentis Wealth Management, LLC 0.18% Add +7.0% 1,992 $849K
Bridgewater Advisors Inc. 0.05% Add +290.4% 6,832 $849K
Elyxium Wealth, LLC 0.27% Add +803.2% 1,987 $847K
Heritage Investors Management Corp. 0.03% Reduce -2.0% 1,983 $846K
Core Wealth Advisors, Inc. 0.20% No change 1,980 $844K
Hazlett, Burt & Watson, Inc. 0.26% Reduce -1.9% 1,979 $844K
MMBG Investment Advisors Co. 0.08% No change 1,969 $839K
EnRich Financial Partners LLC 0.22% No change 1,965 $838K
Blue Chip Partners, LLC 0.06% Add +6.0% 1,948 $831K
Balboa Wealth Partners 0.14% Add +1.4% 1,947 $830K
Stegner Investment Associates Inc. 0.45% No change 1,945 $829K
Washington Trust Advisors, Inc. 0.07% Reduce -5.7% 1,937 $826K
Marino, Stram & Associates LLC 0.15% Reduce -10.0% 1,936 $826K
Henrickson Nauta Wealth Advisors, Inc. 0.23% Reduce -50.0% 1,935 $825K
Allred Capital Management, LLC 0.30% No change 1,932 $824K
Nabity-Jensen Investment Management Inc 0.57% No change 1,931 $823K
Gibson Capital, LLC 0.15% No change 1,930 $823K
JB Capital LLC 0.03% Reduce -2.8% 1,930 $823K
Aufman Associates Inc 0.40% No change 1,927 $822K
Lam Group, Inc. 0.45% No change 1,925 $821K
King Wealth Management Group 0.10% No change 1,922 $820K
Old Peak Finance LLC 0.48% No change 1,923 $820K
Muirfield Wealth Advisors LLC 0.60% Reduce -7.7% 1,918 $818K
Parker Financial LLC 0.33% Reduce -3.3% 1,917 $817K
Towne Trust Company, N.A 0.26% No change 1,915 $817K
Weatherly Asset Management L. P. 0.07% No change 1,915 $817K
Sandy Cove Advisors, LLC 0.24% Add +0.1% 1,914 $816K
Kirtland Hills Capital Management, LLC 0.26% No change 1,707 $816K
Root Financial Partners, LLC 0.04% Add +4.7% 1,913 $816K
Washington Trust Bank 0.06% Add +23.9% 1,910 $814K
Little House Capital LLC 0.21% Add +5.4% 1,904 $812K
ICONIQ Capital, LLC 0.02% No change 7,583 $808K
Trust Co. of Toledo NA 0.08% No change 1,895 $808K
Expressive Wealth LLC 0.76% Add +297.1% 6,552 $802K
Rossby Financial, LCC 0.17% Add +176.4% 1,863 $801K
Strategies Wealth Advisors, LLC 0.08% Reduce -2.8% 1,877 $801K
S.E.E.D. Planning Group LLC 0.23% Reduce -8.0% 1,873 $799K
Paladin Partners, LLC 0.58% Add +159.5% 1,871 $798K
Pacific Point Advisors, LLC 0.42% Reduce -0.9% 1,871 $798K
Signature Estate & Investment Advisors LLC 0.02% Add +1.5% 1,871 $798K
Hanover Advisors Inc. 0.32% No change 1,869 $797K
Lionshead Wealth Management, LLC 0.59% Reduce -0.1% 1,865 $795K
FSM Wealth Advisors, LLC 0.10% Add +36.3% 1,863 $794K
Brogan Financial, Inc. 0.35% Add +0.1% 1,862 $794K
Motco 0.07% Reduce -14.7% 1,858 $792K
Money Concepts Capital Corp. 0.04% Reduce -9.9% 1,855 $791K
Payne Capital LLC 0.72% Reduce -0.1% 1,850 $789K
Harbor Group, Inc. 0.11% Add +0.1% 1,848 $788K
Oxler Private Wealth LLC 0.25% Add +0.1% 1,846 $787K
Sunpointe, LLC 0.26% Add +0.4% 1,843 $786K
Grantvest Financial Group LLC 0.51% Add +1.6% 1,843 $786K
Greenhouse Wealth Management, LLC 0.48% No change 1,834 $782K
Twin Focus Capital Partners, LLC 0.09% No change 1,833 $782K
Acima Private Wealth, LLC 0.24% No change 1,829 $780K
Bragg Financial Advisors, Inc 0.02% Add +0.1% 1,828 $779K
Vanguard Personalized Indexing Management, LLC 0.01% New 1,826 $779K
Prudent Investors Network, Inc. 0.17% New 1,825 $778K
St Germain D J Co. Inc. 0.03% Reduce -1.7% 1,825 $778K
CM Wealth Advisors LLC 0.17% New 1,824 $778K
Urban Wealth Management, LLC 0.79% Reduce -1.1% 1,821 $776K
Cassia Capital Partners, LLC 0.40% No change 1,820 $776K
Stonehearth Capital Management, LLC 0.31% No change 1,812 $773K
Howe & Rusling Inc. 0.05% Reduce -7.5% 1,807 $770K
Taylor & Morgan Wealth Management, LLC 0.44% No change 1,804 $769K
Ring Mountain Capital, LLC 0.42% Reduce -0.6% 1,792 $764K
Telos Capital Management, Inc. 0.07% Reduce -2.2% 1,790 $763K
Burton Enright Welch 0.10% Add +2.5% 1,781 $759K
Cypress Financial Planning LLC 0.21% No change 1,777 $758K
Northstar Financial Companies, Inc. 0.60% Add +193.1% 1,776 $757K
PUREfi Wealth, LLC 0.49% Reduce -11.0% 1,771 $755K
Patriot Financial Group Insurance Agency, LLC 0.04% Add +117.7% 1,768 $754K
Mason Investment Advisory Services, Inc. 0.03% No change 1,766 $753K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -1.3% 1,766 $753K
Alpine Bank Wealth Management 0.11% No change 1,755 $748K
Retirement Solution LLC 0.18% Reduce -6.5% 1,754 $748K
Arq Wealth Advisors, LLC 0.13% Add +27.2% 1,754 $748K
Barnett & Company, Inc. 0.58% Add +2.6% 1,750 $746K
Benjamin Edwards Inc. 0.01% Reduce -27.6% 1,743 $743K
Mission Creek Capital Partners, Inc. 0.15% No change 1,740 $742K
Renasant Bank 0.52% Reduce -51.2% 1,739 $742K
Net Worth Advisory Group 0.15% No change 1,737 $741K
Camden National Bank 0.10% Add +2.4% 1,737 $741K
Kingstone Capital Partners Texas, LLC 0.45% Add +0.1% 1,727 $737K
Gray Private Wealth, LLC 0.37% Reduce -5.8% 1,724 $735K
Warner Financial, Inc. 0.25% Reduce -4.1% 1,720 $733K
Family Investment Center, Inc. 0.14% Reduce -1.1% 1,716 $732K
Power Wealth Management LLC 0.27% No change 1,715 $731K
Capital Wealth Planning, LLC 0.00% New 1,715 $731K
Headland Capital, LLC 0.21% Reduce -0.3% 1,713 $730K
Pine Haven Investment Counsel, Inc 0.54% No change 1,710 $729K
Coordinated Financial Services, Inc. 0.43% Add +0.2% 1,710 $729K
Milestone Asset Management Group, LLC 0.42% Add +0.1% 1,705 $727K
Waddell & Associates, LLC 0.04% Reduce -75.8% 1,702 $726K
Cornell Pochily Investment Advisors, Inc. 0.21% No change 1,701 $725K
TrustBank 0.28% No change 1,700 $725K
Maridea Wealth Management LLC 0.11% Reduce -7.5% 1,700 $725K
PKS Advisory Services, LLC 0.17% Reduce -2.6% 1,699 $724K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.4% 1,694 $722K
Parkshore Wealth Management, Inc. 0.24% No change 1,683 $718K
Benedict Financial Advisors Inc. 0.15% Reduce -7.6% 1,680 $716K
Precision Wealth Strategies, LLC 0.24% No change 1,677 $715K
Commonwealth Retirement Investments LLC 0.22% No change 1,674 $714K
Baring Financial LLC 0.43% Add +0.8% 1,668 $711K
Anchor Investment Management, LLC 0.06% Add +4.7% 1,665 $710K
Farmers & Merchants Investments Inc. 0.02% Reduce -29.4% 1,665 $710K
Requisite Capital Management, LLC 0.13% No change 1,664 $710K
Triad Wealth Partners, LLC 0.06% Reduce -1.7% 1,662 $709K
Cache Advisors, LLC 0.08% No change 1,659 $707K
Lodestar Private Asset Management LLC 0.07% Reduce -5.4% 1,658 $707K
waypoint wealth counsel 0.36% Reduce -1.7% 1,655 $705K
Valley Wealth Managers, Inc. 0.05% Reduce -4.9% 1,654 $705K
SMI Advisory Services, LLC 0.12% Reduce -30.9% 1,631 $704K
Financial Insights, Inc. 0.23% Reduce -1.0% 1,649 $703K
Alliance Private Wealth, LLC 0.25% No change 1,645 $701K
Kestra Investment Management, LLC 0.01% New 1,635 $697K
First Command Advisory Services, Inc. 0.00% No change 1,629 $695K
Mfa Wealth Advisors, LLC 0.14% No change 1,627 $694K
Sachem Hill LLC 0.13% No change 1,626 $693K
Farmers & Merchants Trust Co of Chambersburg PA 0.19% No change 1,621 $691K
Members Wealth LLC 0.41% Reduce -2.2% 1,437 $688K
Madson Wealth Advisors Inc 0.57% — 1,610 $687K
Matthew Goff Investment Advisor, LLC 0.11% Reduce -1.4% 1,610 $687K
CFG Wealth Management Services, Inc. 0.65% No change 1,607 $685K
Legacies Wealth LLC 0.43% Reduce -8.2% 1,607 $685K
Livet Wealth, LLC 0.43% Add +0.6% 1,601 $683K
360 Financial, Inc. 0.21% Add +8.0% 1,596 $681K
Daner Wealth Management, LLC 0.40% Add +294.3% 5,500 $678K
TCI Wealth Advisors, Inc. 0.04% Reduce -7.8% 1,591 $678K
Clarity Wealth Advisors, LLC 0.14% No change 1,589 $678K
Norden Group LLC 0.07% No change 1,589 $678K
Geneva Partners, LLC 0.32% Reduce -45.3% 1,586 $676K
Macroview Investment Management LLC 0.47% Add +0.1% 1,583 $675K
W1M Asset Management Ltd 0.01% Reduce -1.4% 1,581 $674K
Builder Investment Group Inc. 0.15% No change 1,580 $674K
Moors & Cabot, Inc. 0.03% Add +2.1% 1,576 $672K
Persium Advisors, LLC 0.53% Reduce -11.2% 1,576 $672K
Cambria Investment Management, L.P. 0.04% Reduce -6.2% 1,576 $672K
Glen Eagle Advisors, LLC 0.09% No change 1,572 $670K
Princeton Global Asset Management LLC 0.11% Reduce -5.1% 1,572 $670K
Orin Green Financial, LLC 0.27% Reduce -3.7% 1,570 $669K
Pettyjohn, Wood & White, Inc. 0.11% No change 1,570 $669K
Spartan Wealth Advisory Services LLC 0.06% — 1,569 $669K
Burney Co./ 0.02% Reduce -36.5% 1,565 $667K
Vawter Financial, Ltd. 0.28% No change 1,564 $667K
Hartford Financial Management Inc. 0.17% Add +2.0% 1,564 $667K
Creative Financial Designs Inc. 0.04% Reduce -1.8% 1,562 $666K
Accurate Wealth Management, LLC 0.08% Add +12.9% 1,491 $665K
Journey Advisory Group, LLC 0.06% Reduce -1.1% 1,560 $665K
GFG Capital, LLC 0.21% Reduce -87.5% 1,558 $664K
Mattern Wealth Management LLC 0.13% No change 1,557 $664K
Compass Ion Advisors, LLC 0.06% No change 1,551 $661K
Hemenway Trust Co LLC 0.05% New 1,551 $661K
Peachtree Investment Partners, LLC 0.25% Reduce -1.5% 1,550 $661K
Twele Capital Management, Inc. 0.12% No change 1,549 $660K
Cypress Wealth Services, LLC 0.09% Add +0.1% 1,545 $659K
Altus Wealth Management, LLC 0.29% No change 1,543 $658K
NWF Advisory Services Inc. 0.07% Reduce -7.5% 1,543 $658K
Waystone Advisors LLC 0.59% Reduce -34.0% 1,541 $657K
Bell Bank 0.03% Reduce -9.3% 1,541 $657K
S&co Inc. 0.04% Reduce -0.6% 1,542 $657K
GWN Securities Inc. 0.13% Add +16.3% 1,536 $655K
Riverstone Advisors, LLC 0.32% Add +247.2% 1,531 $653K
South Plains Financial, Inc. 0.38% No change 1,529 $652K
Hudson Capital Management LLC 0.17% Reduce -0.3% 1,527 $651K
Johnson Financial Group, LLC 0.04% No change 1,527 $651K
Charter Oak Capital Management, LLC 0.05% Add +1.9% 1,524 $650K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% Add +71.8% 1,520 $648K
Redwood Financial Network Corp 0.42% Add +10.0% 1,519 $648K
Goldstone Financial Group, LLC 0.07% Reduce -8.2% 1,517 $647K
BKM Wealth Management, LLC 0.24% Add +9.1% 1,516 $646K
Catalyst Private Wealth, LLC 0.35% No change 1,515 $646K
Horizon Investment Services, LLC 0.22% Add +15.1% 1,514 $646K
Beverly Hills Private Wealth, LLC 0.11% No change 1,513 $645K
AssuredPartners Investment Advisors, LLC 0.07% Add +49.7% 1,494 $645K
Ardent Capital Management, Inc. 0.28% No change 1,510 $644K
New England Professional Planning Group Inc. 0.27% Add +6.6% 1,510 $644K
Forthright Family Wealth Advisory LLC 0.43% New 1,907 $643K
Dagco, Inc. 0.14% No change 1,507 $643K
Evelyn Partners Asset Management Ltd 0.16% Add +120.9% 1,502 $640K
Francis Financial, Inc. 0.12% Add +0.2% 1,502 $640K
Dempze Nancy E 0.35% No change 1,500 $640K
Everstar Asset Management, LLC 0.34% Add +6.0% 1,494 $637K
Capital Advantage, Inc. 0.08% No change 1,493 $637K
Patten & Patten Inc. 0.04% No change 1,493 $637K
Perkins Coie Trust Co 0.12% No change 1,489 $635K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% No change 1,479 $631K
Horst & Graben Wealth Management LLC 0.09% Add +6.5% 1,314 $631K
Joel Adams & Associates, Inc. 0.47% Add +0.1% 1,473 $628K
Landmark Wealth Management, LLC 0.17% No change 1,472 $628K
River's Edge Wealth Management, LLC 0.59% Add +31.1% 1,310 $628K
HRC Wealth Management, LLC 0.29% Add +0.2% 1,463 $624K
TritonPoint Partners, LLC 0.23% Add +4.2% 1,459 $622K
Legacy Wealth Management, LLC 0.04% No change 1,456 $621K
Westfuller Advisors, LLC 0.27% Add +0.1% 1,453 $620K
Peak Planning Group, LLC 0.17% Reduce -11.9% 1,452 $619K
Well Done, LLC 0.09% No change 1,452 $619K
AGH Wealth Advisors, LLC 0.46% No change 1,450 $618K
Formidable Asset Management, LLC 0.10% Reduce -1.9% 1,305 $618K
North Berkeley Wealth Management, LLC 0.33% Reduce -3.9% 1,443 $615K
Ironwood Investment Counsel, LLC 0.09% Reduce -6.6% 1,438 $613K
Larson Financial Group LLC 0.02% Reduce -34.1% 1,435 $612K
Elwood & Goetz Wealth Advisory Group, LLC 0.10% Add +6.3% 1,430 $610K
Asset Allocation Strategies LLC 0.11% Reduce -13.5% 1,421 $606K
First National Bank & Trust Co. of Newtown 0.13% Add +91.8% 1,421 $606K
Strategy Asset Managers LLC 0.10% No change 1,419 $605K
Richardson Capital Management LLC 0.29% No change 1,419 $605K
Shelton Capital Management 0.01% No change 1,419 $605K
Pearl Planning LLC 0.32% No change 1,418 $605K
LGL Partners, LLC 0.25% Add +0.1% 1,418 $605K
Stephen J. Garry & Associates, LLC 0.49% No change 1,415 $603K
Stone Summit Wealth LLC 0.17% Reduce -0.3% 1,415 $603K
MSH Capital Advisors LLC 0.13% Reduce -31.0% 1,415 $603K
Curtis Wealth Management LLC 0.56% No change 1,410 $601K
Mosley Wealth Management 0.27% Add +0.1% 1,278 $599K
Olde Wealth Management, LLC 0.19% No change 1,403 $598K
Boston Family Office LLC 0.04% No change 1,403 $598K
American Money Management, LLC 0.09% Reduce -3.0% 1,401 $597K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 1,400 $597K
Summitry LLC 0.02% New 1,400 $597K
Centaurus Financial, Inc. 0.03% Add +2.2% 1,395 $595K
GoalVest Advisory LLC 0.12% Reduce -9.6% 1,393 $594K
World Equity Group, Inc. 0.15% Reduce -0.6% 1,392 $594K
Financial Life Planners 0.45% Add +0.1% 1,391 $593K
North Capital, Inc. 0.50% No change 1,389 $592K
Torray Investment Partners LLC 0.09% Reduce -30.5% 1,386 $591K
Millstone Evans Group, LLC 0.35% No change 1,385 $591K
Halbert Hargrove Global Advisors, LLC 0.03% Reduce -0.7% 1,384 $590K
Range Advisory, LLC 0.11% Add +7.5% 1,383 $590K
Wealth Management Partners, LLC 0.17% No change 1,381 $589K
Pinion Investment Advisors, LLC 0.14% Reduce -10.6% 1,377 $587K
Alliance Wealth Advisors, LLC 0.28% No change 1,374 $586K
Sentinel Wealth Management, Inc. 0.47% No change 1,373 $585K
Sbe LLC Dba Cedar Cove Wealth Partners 0.31% Reduce -14.8% 1,370 $584K
UNIVEST FINANCIAL Corp 0.03% Reduce -11.6% 1,370 $584K
Steelhead Wealth Management LLC 0.30% — 1,371 $584K
Berger Financial Group, Inc 0.03% Add +2.8% 1,368 $583K
Gilbert & Cook, Inc. 0.08% Reduce -2.7% 1,367 $583K
Dala Group, LLC 0.49% Reduce -2.9% 1,364 $582K
TCFG Wealth Management, LLC 0.22% Add +8.8% 1,357 $581K
TCFG Investment Advisors, LLC 0.22% — 1,357 $581K
Arvest Investments, Inc. 0.08% Add +6.6% 1,361 $580K
Royal Harbor Partners, LLC 0.20% No change 1,360 $580K
BLB&B Advisors, LLC 0.02% Add +0.7% 1,360 $580K
Webster Bank, N. A. 0.05% No change 1,358 $579K
Legacy Private Trust Co. 0.04% No change 1,357 $579K
Guardsman Private Capital Management, Inc. 0.45% No change 1,353 $577K
Tempo Wealth, LLC 0.10% Add +0.1% 1,350 $576K
CFO4Life Group, LLC 0.09% Add +0.1% 1,349 $575K
Reliant Wealth Planning 0.17% No change 1,347 $574K
CDKV Holdings LLC 0.50% Add +5.5% 1,345 $574K
IAG Wealth Partners, LLC 0.06% No change 1,344 $573K
Mosaic Financial Group, LLC 0.41% Reduce -41.4% 1,343 $573K
First Merchants Corp. 0.02% Reduce -4.1% 1,342 $572K
Tandemgrowth Financial Advisors LLC 0.54% No change 1,342 $572K
Fairway Wealth LLC 0.15% Add +8.8% 1,337 $570K
Point Windward Advisors Inc. 0.29% No change 1,336 $570K
Praetorian Wealth Management, Inc. 0.11% No change 1,285 $569K
Rainier Family Wealth Inc. 0.38% No change 1,332 $568K
McNamara Financial Services, Inc. 0.11% Reduce -3.9% 1,331 $568K
Kendall Capital Management 0.12% Reduce -0.8% 1,330 $567K
Nomura Asset Management Co. Ltd. 0.00% No change 1,330 $567K
MontVue Capital Management, Inc. 0.39% No change 1,328 $566K
Millennium Capital Advisors, LLC 0.35% No change 1,325 $565K
Eastern Bank 0.01% Reduce -10.3% 1,325 $565K
Penobscot Investment Management Company, Inc. 0.04% Add +0.8% 1,324 $565K
Financial Guidance Group, Inc. 0.23% No change 1,320 $563K
Strategic Wealth Partners, Ltd. 0.04% Reduce -3.3% 1,316 $561K
Howard Wealth Management, LLC 0.23% Reduce -0.7% 1,307 $557K
Mayflower Financial Advisors, LLC 0.07% No change 1,307 $557K
Colonial Trust Advisors 0.04% Reduce -1.7% 1,296 $553K
Fermata Advisors, LLC 0.12% Add +2.1% 1,296 $553K
Qube Research & Technologies Ltd 0.00% Reduce -66.3% 1,293 $551K
Pillar Financial Advisors, LLC 0.32% No change 1,290 $550K
Capital Wealth Alliance, LLC 0.25% Reduce -0.2% 1,290 $550K
Ashford Advisors, LLC 0.13% No change 1,290 $550K
4Thought Financial Group Inc. 0.27% Add +9.0% 1,288 $549K
Providence Financial Advisors, LLC 0.31% Reduce -26.3% 1,286 $548K
Rubicon Advisors, GP 0.49% Add +0.9% 1,281 $546K
D.B. Root & Company, LLC 0.13% No change 1,275 $544K
River Wealth Advisors LLC 0.06% Add +14.9% 1,269 $541K
Laurel Oak Wealth Management, LLC 0.09% Reduce -2.5% 1,256 $536K
Allium Financial Advisors, LLC 0.43% Reduce -11.2% 1,253 $534K
Impact Capital Partners LLC 0.16% Reduce -22.6% 1,253 $534K
BlueSky Wealth Advisors, LLC 0.07% No change 1,253 $534K
Wayfinding Financial, LLC 0.23% No change 1,253 $534K
LPWM LLC 0.13% Add +2.5% 1,251 $533K
Old North State Trust, LLC 0.32% No change 1,250 $533K
New Age Alpha Advisors, LLC 0.02% Reduce -1.9% 1,250 $533K
TRB Wealth Management, LLC 0.08% — 1,248 $532K
Naples Global Advisors, LLC 0.04% Add +7.1% 1,248 $532K
PACK Private Wealth, LLC 0.24% No change 1,246 $531K
Northwest Quadrant Wealth Management, LLC 0.11% Add +14.9% 1,246 $531K
Portfolio Resources Advisor Group, Inc. 0.53% Reduce -5.0% 1,244 $530K
JNBA Financial Advisors 0.04% No change 1,243 $530K
Wise Wealth Partners 0.72% Reduce -1.5% 1,242 $530K
Graves Light Lenhart Wealth, Inc. 0.06% No change 1,241 $529K
Odyssey Capital Advisors, Inc. 0.47% Add +12.1% 1,240 $529K
Lauterbach Financial Advisors, LLC 0.26% No change 1,239 $528K
MLP3, LLC 0.59% No change 1,239 $528K
TMB Capital Partners, LLC 0.18% No change 1,238 $528K
Global Wealth Management Investment Advisory, Inc. 0.08% Reduce -1.8% 1,236 $527K
German American Bancorp, Inc. 0.05% No change 1,235 $527K
Alpha Financial Advisors, LLC 0.16% No change 1,234 $526K
Aspen Investment Management Inc 0.16% No change 1,230 $525K
Navigation Wealth Management, Inc. 1.89% Add +15.7% 1,229 $524K
Liberty Wealth Management LLC 0.07% No change 1,227 $523K
Diversified Management Inc. 0.09% Add +109.4% 1,225 $522K
Aspire Capital Advisors LLC 0.12% No change 1,224 $522K
IRON Financial LLC 0.23% Reduce -1.4% 1,223 $521K
Patrick M Sweeney & Associates, Inc. 0.33% No change 1,223 $521K
Integris Wealth Management, LLC 0.12% No change 1,222 $521K
Hills Bank & Trust Co 0.03% No change 1,221 $521K
Northstar Asset Management Inc. 0.16% No change 1,220 $520K
Insight Wealth Strategies, LLC 0.06% Add +6.6% 1,217 $519K
Tred Avon Family Wealth, LLC 0.17% Add +109.9% 1,209 $516K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Add +0.1% 1,208 $515K
New World Advisors LLC 0.09% New 1,208 $515K
Aries Wealth Management 0.11% No change 1,205 $514K
Gordian Advisors LLC 0.34% No change 1,204 $514K
Mayfair Advisory Group, LLC 0.18% No change 1,202 $513K
Warren Street Wealth Advisors, LLC 0.13% No change 1,202 $513K
Pekin Hardy Strauss, Inc. 0.05% Reduce -10.7% 1,200 $512K
Moment Partners, LLC 0.09% No change 1,200 $512K
Jim Saulnier & Associates, LLC 0.25% Reduce -4.8% 1,200 $511K
Disciplined Investors, L.L.C. 0.30% No change 1,200 $511K
Ariadne Wealth Management, LP 0.23% Reduce -7.3% 1,199 $511K
Dana Investment Advisors, Inc. 0.02% Reduce -0.5% 1,193 $509K
Capital Research Global Investors 0.00% Reduce -55.4% 1,236 $508K
Stronghold Wealth Management L.L.C. 0.77% Reduce -4.6% 1,190 $507K
Arlington Financial Advisors, LLC 0.07% No change 1,190 $507K
Gemmer Asset Management LLC 0.04% No change 1,189 $507K
Arcadia Investment Management Corp. 0.09% No change 1,188 $507K
Novem Group 0.06% Add +0.1% 1,186 $506K
Pacific Sun Financial Corp 0.24% Add +15.2% 1,185 $505K
Hollow Brook Wealth Management LLC 0.13% No change 1,185 $505K
Asset One Wealth Management LLC 0.06% Add +1.8% 1,071 $505K
Hiley Hunt Wealth Management 0.22% Reduce -1.8% 1,183 $504K
FFT Wealth Management LLC 0.09% No change 1,175 $501K
Guerra Pan Advisors, LLC 0.31% No change 1,174 $501K
Crusonia Wealth Advisors LLC 0.10% Add +2.9% 1,172 $500K
Fort Sheridan Advisors LLC 0.06% Add +14.2% 1,171 $499K
City State Bank 0.13% No change 1,167 $498K
BXM Wealth LLC 0.38% No change 1,166 $497K
ORBA Wealth Advisors, L.L.C. 0.59% Reduce -17.9% 1,164 $496K
Empire Financial Management Company, LLC 0.11% Reduce -2.9% 1,164 $496K
Forbes J M & Co. LLP 0.04% New 1,163 $496K
Aire Advisors, LLC 0.09% No change 1,159 $494K
Professional Advisory Services Inc. 0.06% No change 1,158 $494K
WBH Advisory Inc. 0.04% Add +15.7% 1,147 $493K
Ironwood Investment Management LLC 0.21% No change 1,156 $493K
Antonelli Financial Advisors, LLC 0.34% Reduce -7.2% 1,153 $492K
JBR Co Financial Management Inc 0.20% No change 1,034 $489K
Harold Davidson & Associates Inc. 0.24% Add +122.1% 1,144 $488K
Destiny Wealth Partners, LLC 0.05% No change 1,136 $484K
Wernau Asset Management Inc. 0.50% No change 1,132 $483K
Berbice Capital Management LLC 0.31% Reduce -66.1% 1,129 $481K
RPG Investment Advisory, LLC 0.06% Reduce -4.2% 1,129 $481K
Peoples Bank 0.29% Reduce -5.7% 1,127 $481K
Hill Island Financial LLC 0.12% No change 1,126 $480K
Romano Brothers and Company 0.05% Reduce -2.2% 1,123 $479K
Marks Group Wealth Management, Inc 0.05% No change 1,123 $479K
49 Wealth Management, LLC 0.04% Add +11.6% 1,122 $478K
Pathway Financial Advisors LLC 0.06% No change 1,111 $478K
Jacobsen Capital Management 0.16% Reduce -28.9% 1,119 $477K
Tradewinds, LLC. 0.15% Add +354.5% 3,972 $477K
Evernest Financial Advisors, LLC 0.10% Reduce -1.1% 988 $474K
Alpha Zero LLC 0.24% Add +2.1% 1,110 $473K
Granville Capital, Inc. 0.25% Add +0.6% 1,100 $469K
Williams Jones Wealth Management, LLC. 0.01% Add +20.4% 1,094 $466K
KERR FINANCIAL PLANNING Corp 0.33% Add +0.1% 983 $466K
Tandem Capital Management Corp. 0.23% Add +0.5% 1,093 $466K
GW&K Investment Management, LLC 0.00% No change 1,093 $466K
Hohimer Wealth Management, LLC 0.06% Add +1.8% 1,090 $465K
Granite Group Advisors, LLC 0.28% Add +0.1% 1,074 $464K
Catalina Capital Group, LLC 0.28% Add +0.1% 1,086 $463K
Quest 10 Wealth Builders, Inc. 0.41% Add +3.0% 1,086 $463K
Skyline Advisors, Inc. 0.16% Add +0.1% 1,084 $462K
First Nebraska Trust Co 0.04% No change 1,083 $462K
Creative Capital Management Investments LLC 0.13% Add +31.8% 1,078 $460K
Marietta Investment Partners LLC 0.09% Reduce -0.2% 1,078 $460K
Roberts Glore & Co. Inc. 0.13% No change 1,076 $459K
Flavin Financial Services, Inc. 0.31% No change 1,072 $457K
Sandbox Financial Partners, LLC 0.13% Reduce -0.6% 1,071 $457K
Riverbend Wealth Management, LLC 0.28% Add +0.2% 1,070 $456K
First Financial Bankshares Inc 0.01% Reduce -11.4% 1,068 $455K
Newton One Investments LLC 0.12% Reduce -1.3% 1,061 $453K
Grange Capital, LLC 0.45% Add +1.1% 1,060 $452K
Fca Corp. 0.13% Reduce -2.8% 1,055 $450K
Phillips Financial Management, LLC 0.03% Reduce -5.9% 1,055 $450K
Harbor Advisory Corp. 0.13% No change 1,050 $448K
Foronjy Financial LLC 0.19% Add +7.5% 1,048 $447K
ESL Trust Services, LLC 0.08% Reduce -30.5% 1,037 $442K
Financial Consulate, Inc. 0.06% Reduce -3.2% 1,036 $442K
Tompkins Financial Corp. 0.04% No change 1,034 $441K
BankPlus Trust Department 0.12% No change 1,033 $440K
Trek Financial, LLC 0.02% Add +5.7% 1,031 $440K
Peregrine Capital Management LLC 0.02% New 1,026 $437K
Abner Herrman & Brock LLC 0.05% No change 1,022 $436K
Private Wealth Management Group, LLC 0.11% No change 1,022 $436K
One Wealth Management Investment & Advisory Services, LLC 0.52% Reduce -10.8% 1,020 $435K
Armstrong Advisory Group, Inc. 0.03% No change 1,019 $435K
Beacon Bank & Trust 0.09% No change 1,017 $434K
Cardinal Strategic Wealth Guidance 0.11% No change 1,014 $432K
Clarity Capital Advisors, LLC 0.20% No change 1,013 $432K
Orion Capital Management LLC 0.15% No change 1,012 $432K
New Republic Capital, LLC 0.15% Reduce -40.6% 1,012 $432K
Probity Advisors, Inc. 0.07% No change 1,011 $431K
Invst, LLC 0.05% Add +88.8% 1,010 $431K
Cooper/Haims Advisors, LLC 0.20% No change 1,008 $430K
Menora Mivtachim Holdings LTD. 0.00% No change 1,007 $429K
LCNB Corp. 0.14% Reduce -3.8% 1,004 $428K
Daymark Wealth Partners, LLC 0.01% Add +4.9% 1,003 $428K
Collar Capital Management, LLC 0.28% Reduce -16.7% 1,000 $426K
Sugar Maple Asset Management, LLC 0.26% No change 999 $426K
Cary Street Partners Investment Advisory LLC 0.11% Add +9.2% 999 $426K
Fusion Family Wealth, LLC 0.03% No change 997 $425K
Align Financial, LLC 0.24% Reduce -99.8% 996 $425K
F/m Investments LLC 0.03% Reduce -27.3% 996 $425K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Add +11.8% 995 $424K
Bravias Capital Group, LLC 0.28% Reduce -3.0% 994 $424K
New Perspectives, Inc 0.15% Reduce -6.0% 994 $424K
Aspire Private Capital, LLC 0.10% No change 992 $423K
Optivise Advisory Services LLC 0.26% Add +23.4% 988 $421K
Childress Capital Advisors, LLC 0.08% Add +2.1% 988 $421K
Invictus Private Wealth, LLC 0.03% Reduce -31.9% 980 $418K
Mainsail Asset Management, LLC 0.19% Add +0.1% 978 $417K
BancFirst Trust & Investment Management 0.18% No change 1,014 $417K
Vision Capital Management, Inc. 0.05% No change 977 $417K
Paradigm, Strategies in Wealth Management, LLC 0.28% No change 973 $415K
Austin Asset Management Co Inc 0.07% Reduce -29.7% 973 $415K
Heritage Wealth Management, Inc. 0.23% Reduce -0.3% 972 $414K
Polaris Investment Advisors, LLC 0.30% No change 972 $414K
Patton Albertson Miller Group, LLC 0.05% Reduce -0.4% 970 $414K
Box Hill Private Wealth LLC 0.41% New 969 $413K
1776 Wealth LLC 0.16% No change 968 $413K
Fortitude Family Office, LLC 0.09% No change 968 $413K
Blue Fin Capital, Inc. 0.07% Reduce -0.6% 962 $411K
Planwiser Financial, LLC 0.30% No change 871 $408K
Northwest Bancshares, Inc. 0.08% No change 955 $407K
Rialto Wealth Management, LLC 0.09% No change 950 $405K
Clear Trail Advisors, LLC 0.07% Reduce -11.2% 950 $405K
Bfsg, LLC 0.04% No change 949 $405K
Oder Investment Management, LLC 0.31% No change 948 $404K
Perennial Advisors, LLC 0.07% No change 946 $403K
Capital Management Associates, Inc 0.09% No change 944 $403K
Owl Creek Wealth Partners LLC 0.14% — 943 $402K
DMKC Advisory Services, LLC 0.17% No change 941 $401K
Patriot Investment Management Group, Inc. 0.03% No change 936 $399K
Impact Partnership Wealth, LLC 0.05% Add +113.5% 933 $398K
Pinnacle Bancorp, Inc. 0.12% Reduce -8.9% 929 $396K
Tanager Wealth Management LLP 0.04% Add +71.5% 928 $396K
Planning Center, Inc. 0.04% Reduce -8.5% 927 $395K
MKT Advisors LLC 0.13% No change 914 $395K
Abacus Planning Group, Inc. 0.05% No change 925 $394K
Values Added Financial LLC 0.17% No change 920 $392K
Commons Capital, LLC 0.33% Reduce -8.6% 920 $392K
HCR Wealth Advisors 0.04% No change 919 $392K
Canopy Partners, LLC 0.13% Add +39.4% 916 $391K
Collective Family Office LLC 0.09% No change 916 $391K
One Charles Private Wealth Services, LLC 0.10% No change 915 $390K
Private Management Group Inc. 0.01% No change 914 $390K
Members Trust Co 0.01% No change 914 $390K
Arcadia Investment Advisors LLC 0.18% No change 913 $389K
Carrera Capital Advisors 0.06% Add +0.9% 912 $389K
Marble Wealth, LLC 0.07% Reduce -14.4% 911 $389K
Prasad Wealth Partners, LLC 0.11% Add +8.4% 907 $387K
Madison Wealth Partners, Inc 0.06% Add +8.4% 904 $386K
Wilson & Boucher Capital Management, LLC 0.26% No change 904 $385K
TigerOak Management, L.L.C. 0.12% Reduce -2.7% 904 $385K
Global Trust Asset Management, LLC 0.15% Reduce -6.7% 903 $385K
McElhenny Sheffield Capital Management, LLC 0.10% No change 903 $385K
Dahring | Cusmano LLC 0.24% No change 901 $384K
Greenwich Wealth Management LLC 0.02% No change 900 $384K
Novus Advisors, LLC 0.86% Reduce -26.8% 900 $384K
Trexquant Investment LP 0.00% Reduce -16.3% 899 $383K
Custos Family Office, LLC 0.27% Add +0.7% 899 $383K
Marin Bay Wealth Advisors, LLC 0.23% Add +0.1% 895 $382K
Chemistry Wealth Management LLC 0.07% No change 892 $380K
Foster & Motley Inc. 0.02% Add +3.9% 891 $380K
Alvarez & Marsal Private Wealth Partners, LLC 0.05% No change 889 $379K
Aureus Asset Management, LLC 0.03% Reduce -59.5% 888 $379K
Ibex Wealth Advisors 0.04% New 888 $379K
Werba Rubin Papier Wealth Management 0.05% No change 887 $378K
First National Bank of Hutchinson 0.24% No change 885 $377K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% Reduce -2.7% 783 $376K
Advyzon Investment Management, LLC 0.03% New 881 $376K
Bank of Stockton 0.12% Reduce -13.3% 880 $375K
Guardian Wealth Advisors, LLC / NC 0.02% No change 880 $375K
Optiver Holding B.V. 0.01% New 876 $374K
Drive Wealth Management, LLC 0.08% Reduce -3.5% 876 $373K
Summit Investment Advisory Services, LLC 0.14% No change 873 $372K
Aurora Private Wealth, Inc. 0.26% No change 785 $372K
Neumann Capital Management, LLC 0.11% Reduce -10.3% 872 $372K
Abbot Financial Management, Inc. 0.16% Reduce -2.0% 871 $371K
JGP Wealth Management, LLC 0.04% No change 868 $370K
First Growth Capital LLC 0.34% No change 859 $369K
Van Cleef Asset Management,Inc 0.04% New 866 $369K
TopTier Wealth Management, LLC 0.23% No change 862 $368K
Focused Alpha, LLC 0.11% Add +14.0% 862 $367K
Elk River Wealth Management LLC 0.06% No change 861 $367K
Advocate Investing Services LLC 0.31% No change 855 $365K
Bennett Selby Investments LP 0.13% New 855 $365K
Strategic Planning Group, LLC 0.05% New 855 $365K
LMCG Investments, LLC 0.02% Reduce -38.7% 853 $364K
Tritonpoint Wealth, LLC 0.04% Add +17.4% 852 $363K
Novare Capital Management LLC 0.03% Add +8.4% 852 $363K
Wealthquest Corp 0.03% Reduce -3.8% 852 $363K
Wood Tarver Financial Group, LLC 0.10% No change 851 $362K
Navigate Wealth Management, LLC 0.25% — 768 $362K
Copia Wealth Management 0.25% Reduce -7.5% 848 $362K
Riverbridge Partners LLC 0.01% Add +8.1% 846 $361K
Retireful, LLC 0.51% Reduce -4.7% 846 $361K
Berkeley, Inc 0.12% Reduce -6.4% 846 $361K
Everhart Financial Group, Inc. 0.03% Add +1.8% 844 $360K
Putney Financial Group LLC 0.36% No change 842 $359K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -60.8% 843 $359K
Barnes Wealth Management Group, Inc 0.18% New 833 $355K
Cedar Wealth Management, LLC 0.10% No change 832 $355K
Fiera Capital Corp 0.00% Reduce -83.7% 830 $354K
Intellus Advisors LLC 0.05% No change 829 $353K
Essential Investment Partners LLC 0.33% No change 827 $353K
Alessandra Capital Management, LLC 0.30% No change 826 $352K
Aspect Partners, LLC 0.14% No change 825 $352K
M3 Advisory Group, LLC 0.22% No change 822 $351K
Catalyst Financial Partners LLC 0.04% No change 822 $351K
Parker Investment Management, LLC 0.05% No change 821 $350K
Kondo Wealth Advisors, Inc. 0.13% No change 816 $348K
Osprey Private Wealth LLC 0.10% New 816 $348K
Cascades Capital Asset Management, LLC 0.15% New 816 $348K
Stone Loft Wealth Management LLC 0.25% Add +4.3% 815 $348K
Vident Advisory, LLC 0.00% Add +67.7% 815 $348K
High Point Wealth Management, LLC 0.34% No change 812 $346K
Arlington Trust Co LLC 0.03% Reduce -21.2% 812 $346K
Range Financial Group LLC 0.12% No change 809 $345K
Guyasuta Investment Advisors Inc. 0.02% No change 807 $344K
First Bancorp, Inc 0.17% Reduce -8.6% 807 $344K
Roundview Capital LLC 0.02% No change 805 $343K
Opal Wealth Advisors, LLC 0.08% Reduce -72.1% 804 $343K
Scarborough Advisors, LLC 0.04% New 803 $342K
Bright Futures Wealth Management, LLC. 0.23% Reduce -29.5% 800 $341K
Round Rock Advisors LLC 0.05% Reduce -4.1% 798 $340K
LVW Advisors, LLC 0.03% No change 797 $340K
Kaufman Rossin Wealth, LLC 0.19% No change 795 $339K
Shufro Rose & Co. LLC 0.02% Reduce -36.2% 794 $339K
O'ROURKE & COMPANY, Inc 0.13% Reduce -44.8% 790 $337K
Bonfire Financial 0.25% No change 789 $336K
Alterna Wealth Management, Inc. 0.25% No change 789 $336K
Matisse Capital 0.14% Reduce -12.3% 785 $335K
High Net Worth Advisory Group LLC 0.08% No change 784 $334K
Evolution Wealth Advisors, LLC 0.03% Reduce -38.3% 784 $334K
IMA Advisory Services, Inc. 0.03% No change 784 $334K
RB Capital Management, LLC 0.07% No change 783 $334K
Lakeshore Financial Planning, Inc. 0.12% No change 777 $331K
Grandfield & Dodd, LLC 0.02% No change 777 $331K
Gibbs Wealth Management 0.04% New 774 $330K
NerdWallet Wealth Partners, LLC 0.14% No change 774 $330K
Prospect Financial Services LLC 0.20% No change 774 $330K
Emergent Wealth Advisors, LLC 0.19% Add +0.1% 773 $329K
Strengthening Families & Communities, LLC 0.08% New 773 $329K
Hager Investment Management Services, LLC 0.18% Reduce -13.6% 771 $329K
Richard P Slaughter Associates Inc 0.07% Reduce -2.2% 771 $329K
Carson Advisory Inc. 0.17% Reduce -1.8% 771 $329K
SK Wealth Management, LLC 0.09% No change 760 $328K
IFS Advisors, LLC 0.17% Add +3.4% 767 $327K
Secure Asset Management, LLC 0.05% Reduce -3.2% 765 $326K
Left Brain Wealth Management, LLC 0.13% No change 764 $326K
West Financial Advisors, LLC 0.06% Reduce -5.9% 764 $326K
Fort Point Capital Partners LLC 0.04% Reduce -29.9% 763 $326K
Proficio Capital Partners LLC 0.02% No change 760 $324K
Kellett Wealth Advisors, LLC 0.18% Add +0.1% 759 $324K
HM Payson & Co. 0.00% Reduce -1.7% 755 $322K
Charles Schwab Trust Co 0.02% Reduce -30.5% 755 $322K
Family Office Research LLC 0.14% No change 753 $321K
Bedminster, LLC 0.30% No change 753 $321K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 753 $321K
North Star Asset Management Inc. 0.01% No change 753 $321K
Oak Harvest Investment Services 0.03% No change 751 $320K
Accelerate Investment Advisors LLC 0.21% Add +2.0% 751 $320K
Fulton Breakefield Broenniman LLC 0.02% Reduce -33.5% 751 $320K
Fragasso Financial Advisors Inc 0.02% Add +0.1% 742 $320K
Braun Stacey Associates Inc. 0.01% Reduce -6.0% 750 $320K
Legacy Bridge, LLC 0.12% No change 750 $320K
Adell Harriman & Carpenter Inc. 0.02% Reduce -8.0% 745 $318K
Opulen Financial Group LLC 0.22% No change 743 $317K
Tiller Private Wealth, Inc. 0.11% No change 743 $317K
Brave Asset Management Inc. 0.08% Reduce -1.3% 742 $316K
Parcion Private Wealth LLC 0.02% Reduce -14.2% 742 $316K
Mitchell Sinkler & Starr 0.15% No change 740 $316K
Good Harbor Advisors, Inc. 0.34% No change 738 $315K
Delta Financial Advisors LLC 0.08% No change 736 $314K
Valpey Financial Services, LLC 0.20% Reduce -2.5% 735 $313K
Three Magnolias Financial Advisors, LLC 0.20% No change 735 $313K
Peak Financial Advisors LLC 0.14% Reduce -8.6% 735 $313K
Ballast Rock Private Wealth LLC 0.17% Add +3.0% 734 $313K
Horizons Wealth Management 0.21% No change 732 $312K
Aspire Growth Partners LLC 0.21% No change 728 $311K
SJS Investment Consulting Inc. 0.04% Add +20.1% 728 $310K
Kiley Juergens Wealth Management, LLC 0.05% New 727 $310K
Auxano Advisors, LLC 0.06% Add +2.4% 725 $309K
Drucker Wealth 3.0, LLC 0.05% Reduce -27.5% 725 $309K
Affinity Wealth Management LLC 0.05% Add +4.6% 722 $308K
TD Capital Management LLC 0.03% No change 717 $306K
LaSalle St. Investment Advisors, LLC 0.04% Add +2.7% 716 $305K
Headinvest, LLC 0.06% Reduce -16.6% 716 $305K
Zinnia Wealth Advisory, LLC 0.34% No change 715 $305K
WealthTrust Axiom LLC 0.07% No change 714 $305K
Andrews, Lucia Wealth Management LLC 0.18% No change 711 $303K
Bill Few Associates, Inc. 0.07% Add +26.2% 708 $302K
Ulland Investment Advisors, LLC 0.26% No change 703 $300K
Hunter Associates Investment Management LLC 0.04% No change 700 $299K
Orcam Financial Group 0.21% Reduce -6.5% 701 $299K
Jacksonville Wealth Management, LLC 0.20% No change 701 $299K
Global Assets Advisory, LLC 0.09% Add +14.9% 700 $299K
Salvus Wealth Management, LLC 0.17% Add +46.1% 700 $298K
Plimoth Trust Co. LLC 0.07% Reduce -24.3% 700 $298K
Morse Asset Management, Inc 0.06% No change 700 $298K
Permanens Capital L.P. 0.04% Reduce -12.8% 700 $298K
Prevail Innovative Wealth Advisors, LLC 0.05% No change 699 $298K
Precedent Wealth Partners, LLC 0.06% Reduce -0.3% 699 $298K
Cornerstone Management, Inc. 0.05% No change 698 $298K
WASHINGTON TRUST Co 0.01% No change 697 $297K
Tounjian Advisory Partners, LLC 0.11% No change 696 $296K
Main Street Research LLC 0.02% Reduce -9.3% 695 $296K
Independent Wealth Advisors LLC 0.29% No change 694 $296K
Aldebaran Financial Inc. 0.28% No change 694 $296K
Cornerstone Financial Management LLC 0.27% No change 691 $295K
Acorn Financial Advisory Services Inc. 0.04% Reduce -0.4% 690 $294K
Valtinson Bruner Financial Planning LLC 0.08% No change 686 $293K
Kelleher Financial Advisors 0.07% Add +23.1% 682 $291K
Keating Financial Advisory Services, Inc. 0.05% Reduce -12.4% 680 $290K
Mascoma Wealth Management LLC 0.06% Add +69.9% 678 $289K
Morton Brown Family Wealth, LLC 0.08% No change 678 $289K
Abacus Wealth Partners, LLC 0.03% No change 676 $288K
Prism Planning Partners LLC 0.34% Reduce -1.7% 676 $288K
Stonebrook Private Inc. 0.06% Reduce -47.5% 675 $288K
SkyOak Wealth, LLC 0.05% Add +6.3% 675 $288K
Trust Co 0.03% No change 674 $287K
Pacific Center for Financial Services 0.07% No change 673 $287K
Robinswood Financial LLC 0.09% No change 672 $287K
Compass Capital Corp. /Ma/ 0.10% Add +300.3% 2,322 $286K
Prestige Wealth Management Group LLC 0.06% Reduce -19.0% 670 $286K
LaFleur & Godfrey LLC 0.04% No change 668 $285K
Cetera Trust Company, N.A 0.16% No change 666 $284K
SP Asset Management LLC 0.03% Reduce -82.6% 666 $284K
Penobscot Wealth Management 0.08% Add +44.0% 664 $283K
DGS Capital Management, LLC 0.05% Add +14.1% 662 $282K
Lansing Street Advisors 0.07% No change 662 $282K
Grey Ledge Advisors, LLC 0.06% Reduce -8.6% 661 $282K
Ankerstar Wealth, LLC 0.30% No change 660 $281K
Floyd Financial Group LLC 0.19% No change 600 $281K
Buttonwood Financial Advisors Inc. 0.09% Reduce -9.4% 657 $280K
Lake Street Private Wealth, LLC 0.04% Reduce -5.1% 657 $280K
Keystone Financial Group 0.02% Reduce -3.1% 656 $280K
First County Bank 0.15% Reduce -31.7% 653 $278K
Eastover Investment Advisors LLC 0.12% No change 652 $278K
Act Wealth Management, LLC 0.09% No change 649 $277K
Security Financial Services, INC. 0.04% No change 649 $277K
Key Capital Management, INC 0.18% Add +270.3% 648 $276K
Beacon Financial Planning, Inc. 0.11% New 646 $276K
M.E. Allison & Co., Inc. 0.18% No change 646 $275K
Boston Research & Management Inc. 0.07% No change 643 $274K
Compass Wealth Management, LLC 0.12% No change 643 $274K
All Terrain Financial Advisors, LLC 0.09% No change 643 $274K
Van Diest Capital, LLC 0.22% Reduce -20.3% 643 $274K
Poehling Capital Management, INC. 0.06% Reduce -60.7% 642 $274K
Wealthcare Capital Partners, LLC 0.13% Add +6.0% 639 $272K
Vestor Capital, LLC 0.02% Add +22.4% 633 $270K
Legacy Solutions, LLC 0.25% Reduce -3.1% 632 $270K
Medallion Wealth Advisors, LLC 0.09% No change 632 $269K
Montz Harcus Wealth Management LLC 0.11% Add +0.2% 631 $269K
Register Financial Advisors LLC 0.10% Add +10.1% 630 $269K
Independence Wealth Advisors, LLC 0.14% No change 630 $269K
Meridian Investment Counsel Inc. 0.06% No change 630 $269K
Wealth Enhancement Trust Services, Inc. 0.03% No change 629 $268K
Hamilton Wealth, LLC 0.05% New 627 $267K
RPS Advisory Solutions LLC 0.15% Reduce -3.3% 624 $266K
Powell Investment Advisors, LLC 0.09% No change 624 $266K
44 Wealth Management LLC 0.09% No change 620 $264K
Melfa Wealth Management, Inc. 0.15% No change 620 $264K
KWB Wealth 0.03% No change 556 $263K
Philadelphia Trust Co. 0.02% No change 616 $263K
Ashford Capital Management Inc. 0.03% Reduce -12.6% 613 $261K
Financial & Tax Architects, LLC 0.06% New 612 $261K
First PREMIER Bank 0.06% Reduce -19.6% 614 $261K
Holderness Investments Co. 0.05% No change 611 $261K
TPG Advisors LLC 0.16% No change 610 $260K
Seamount Financial Group Inc. 0.12% No change 610 $260K
ArrowMark Colorado Holdings LLC 0.01% No change 610 $260K
Sterling Capital Management LLC 0.00% No change 610 $260K
Fiduciary Group, LLC 0.02% Reduce -5.0% 609 $260K
Wolff Wiese Magana LLC 0.14% No change 606 $258K
Strata Wealth Advisors, LLC 0.07% No change 606 $258K
FF Advisors,LLC 0.10% Reduce -12.4% 546 $258K
QTR Family Wealth, LLC 0.11% Reduce -5.7% 559 $258K
Howard Financial Services, LTD. 0.03% No change 603 $257K
Retirement Wealth Solutions LLC 0.16% Add +2915.0% 603 $257K
Walled Lake Planning & Wealth Management, LLC 0.08% Reduce -0.2% 602 $257K
Windsor Advisory Group, LLC 0.21% New 600 $256K
Aspetuck Financial Management LLC 0.18% Reduce -25.0% 600 $256K
Sequent Asset Management, LLC 0.12% Reduce -14.3% 600 $256K
Broadleaf Partners, LLC 0.06% Reduce -10.3% 599 $255K
Gill Capital Partners, LLC 0.07% Reduce -4.0% 598 $255K
Wingate Wealth Advisors, Inc. 0.14% No change 595 $254K
Capstone Wealth Management Group LLC 0.16% Add +0.2% 595 $254K
Granite Bay Wealth Management, LLC 0.05% No change 593 $253K
Piscataqua Savings Bank 0.18% Reduce -36.5% 591 $252K
Cypress Capital, LLC 0.07% No change 590 $252K
PCM Encore, LLC 0.05% Reduce -8.3% 589 $251K
MRP Capital Investments, LLC 0.22% Add +49.6% 588 $251K
SageGuard Financial Group, LLC 0.04% Add +4.5% 587 $250K
Bridgewealth Advisory Group, LLC 0.05% Add +10.8% 585 $250K
Investors Research Corp 0.05% No change 585 $249K
Maia Wealth LLC 0.04% Add +0.5% 584 $249K
CVA Family Office, LLC 0.03% No change 584 $249K
Synergy Investment Management, LLC 0.08% Reduce -5.4% 581 $248K
Center for Financial Planning, Inc. 0.03% Add +2.3% 578 $246K
Cutler Investment Counsel LLC 0.03% Add +18.2% 577 $246K
FWG Holdings, LLC 0.09% No change 569 $245K
Jackson Thornton Wealth Management, LLC 0.02% No change 550 $245K
Boston Trust Walden Corp 0.00% No change 575 $245K
Bond & Devick Financial Network, Inc. 0.07% No change 574 $245K
Geometric Wealth Advisors 0.03% No change 573 $244K
American National Bank & Trust 0.02% Reduce -2.0% 573 $244K
Pecaut & Co. 0.08% No change 573 $244K
RDA Financial Network 0.06% Add +4.0% 572 $244K
Amara Financial, Llc. 0.17% No change 571 $243K
Nilsine Partners, LLC 0.02% Reduce -4.7% 506 $243K
Signature Resources Capital Management, LLC 0.12% Add +23.2% 569 $243K
Nova Wealth Management, Inc. 0.16% No change 568 $242K
Wealth Alliance, LLC 0.02% Reduce -73.7% 566 $241K
PFG Private Wealth Management, LLC 0.10% Add +11.4% 566 $241K
Burns Matteson Capital Management, LLC 0.09% No change 566 $241K
Bath Savings Trust Co 0.03% Reduce -26.2% 566 $241K
Prosperity Financial Group, Inc. 0.09% No change 565 $241K
William Mack & Associates, Inc. 0.14% No change 565 $241K
Elm Partners Management LLC 0.01% Add +38.7% 2,342 $241K
Inspirion Wealth Advisors, LLC 0.03% Reduce -8.1% 564 $240K
SC&H Financial Advisors, Inc. 0.04% No change 563 $240K
Elite Wealth Management, Inc. 0.08% Reduce -29.6% 563 $240K
Atlas Legacy Advisors, LLC 0.04% No change 563 $240K
Private Wealth Group, LLC 0.11% New 562 $240K
Marshall Financial Group, LLC 0.04% Reduce -16.5% 562 $240K
Walter & Keenan Wealth Management LLC /in/ 0.07% No change 561 $239K
Colonial River Investments, LLC 0.09% Add +30.2% 560 $239K
Palumbo Wealth Management LLC 0.06% New 560 $239K
Retiremitten Financial LLC 0.12% — 559 $238K
Old Second National Bank of Aurora 0.05% No change 558 $238K
Symmetry Partners, LLC 0.01% No change 557 $238K
Barclays PLC 0.00% No change 556 $237K
GDS Wealth Management 0.01% New 552 $235K
BAM Wealth Management, LLC 0.18% No change 551 $235K
Cox Capital Mgt LLC 0.16% New 551 $235K
Storen Legacy Partners, LLC 0.07% Add +0.2% 551 $235K
Arbor Wealth Advisors LLC 0.16% No change 550 $235K
Quartz Partners, LLC 0.09% No change 549 $234K
Hollencrest Capital Management 0.01% No change 549 $234K
KFA Private Wealth Group, LLC 0.06% New 546 $233K
BankPlus Wealth Management LLC 0.12% No change 544 $232K
Prosperity Bancshares Inc 0.19% No change 544 $232K
Chesapeake Wealth Management 0.07% No change 544 $232K
Welch Group, LLC 0.01% New 543 $232K
Fielder Capital Group LLC 0.05% No change 543 $232K
Van Hulzen Asset Management, LLC 0.02% Reduce -23.5% 543 $231K
Ares Financial Consulting, LLC 0.18% Add +0.2% 538 $231K
CWC Advisors, LLC. 0.11% Add +0.6% 542 $231K
Pennsylvania Capital Management Inc. 0.07% No change 541 $231K
National Wealth Management Group, LLC 0.09% Reduce -6.6% 538 $229K
Financial Advisors Network, Inc. 0.03% No change 538 $229K
Avondale Wealth Management 0.11% No change 535 $228K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 535 $228K
Argent Advisors, Inc. 0.06% Reduce -1.8% 534 $228K
Strategic Advisors LLC 0.04% No change 534 $228K
Focused Wealth Management, Inc 0.02% No change 533 $227K
Altfest L J & Co. Inc. 0.02% No change 531 $226K
Baldwin Wealth Partners LLC 0.02% No change 530 $226K
Wealth Advisory Solutions, LLC 0.05% No change 529 $226K
Strategic Financial Concepts, LLC 0.06% New 527 $225K
Estate Counselors, LLC 0.02% Reduce -96.2% 526 $224K
Mb, Levis & Associates, LLC 0.09% No change 526 $224K
Traynor Capital Management, Inc. 0.01% Add +10.3% 545 $224K
Klingenstein Fields & Co. LP 0.01% No change 525 $224K
Global Wealth Strategies & Associates 0.06% Add +16.7% 525 $224K
Southeast Asset Advisors, LLC 0.02% No change 525 $224K
Claris Financial LLC 0.12% Add +0.2% 525 $224K
Wedgewood Partners Inc. 0.05% Reduce -95.6% 524 $223K
Absolute Capital Management, LLC 0.07% Add +2.5% 523 $223K
Goodwin Investment Advisory 0.27% No change 523 $223K
Glassy Mountain Advisors, Inc. 0.07% No change 523 $223K
Quadcap Wealth Management, LLC 0.03% Add +5.9% 521 $222K
BNC Wealth Management, LLC 0.06% No change 521 $222K
Financial Solutions Advisory Group, Inc. 0.03% — 521 $222K
Bay Rivers Group 0.09% No change 520 $222K
Sargent Investment Group, LLC 0.03% New 520 $222K
North Point Portfolio Managers Corp. 0.04% No change 519 $221K
Clean Yield Group 0.06% Reduce -3.7% 518 $221K
Heartland Bank & Trust Co 0.05% New 518 $221K
Up Strategic Wealth Investment Advisors LLC 0.14% New 1,796 $220K
Mountain Capital Investment Advisors Inc. 0.03% Add +0.2% 459 $220K
Johnson & White Wealth Management, LLC 0.09% No change 515 $220K
BridgePort Financial Solutions, LLC 0.06% No change 514 $219K
East Coast Asset Management, LLC. 0.07% No change 514 $219K
Solidarity Wealth, LLC 0.04% New 513 $219K
Weinberger Asset Management, Inc 0.08% Add +17.5% 511 $218K
Harmony Asset Management LLC 0.07% No change 507 $216K
Aegis Wealth Management LLC 0.12% No change 507 $216K
Sound Income Strategies, LLC 0.01% Add +3.9% 502 $216K
Peoples Financial Services Corp. 0.10% Add +55.7% 506 $216K
Fogel Capital Management, Inc. 0.10% No change 505 $215K
Enzi Wealth 0.07% No change 505 $215K
Baxter Bros Inc. 0.03% No change 505 $215K
Octavia Wealth Advisors, LLC 0.02% Reduce -16.5% 505 $215K
Oak Ridge Investments LLC 0.01% Reduce -33.3% 505 $215K
Obsidian Cio, LLC 0.19% Add +7100.0% 504 $215K
TTP Investments, Inc. 0.09% Add +0.2% 504 $215K
Sun Financial Inc 0.11% Add +300.2% 1,705 $215K
Hennion & Walsh Asset Management, Inc. 0.01% No change 501 $214K
Haven Private, LLC 0.09% No change 500 $213K
Lazard Asset Management LLC 0.00% No change 500 $213K
SevenBridge Financial Group, LLC 0.03% No change 445 $213K
180 Wealth Advisors, LLC 0.02% Reduce -1.4% 500 $213K
Wealth Group Ltd 0.05% No change 499 $213K
KRM Wealth Management L.L.C. 0.11% Add +16.1% 498 $213K
Foguth Wealth Management, LLC. 0.02% New 1,662 $212K
Shepherd Financial Partners LLC 0.02% Reduce -7.1% 498 $212K
Smith Chas P & Associates Pa Cpas 0.01% No change 498 $212K
Avise Financial Cooperative, Inc. 0.18% No change 498 $212K
Green Ridge Wealth Planning LLC 0.11% Reduce -7.5% 497 $212K
ERn Financial, LLC 0.04% Reduce -22.3% 497 $212K
Olistico Wealth, LLC 0.10% No change 496 $211K
Wright Wealth LLC 0.14% Reduce -38.4% 496 $211K
Northwest Wealth Advisors, LLC 0.15% No change 495 $211K
Bucket List Wealth Management, LLC 0.13% No change 495 $211K
Avantra Family Wealth, Inc. 0.16% No change 494 $211K
Henderson Brothers Financial Partners, LLC 0.05% — 494 $211K
Afg Fiduciary Services Limited Partnership 0.12% No change 487 $210K
XTX Topco Ltd 0.00% New 493 $210K
Palisade Capital Management, LP 0.01% No change 493 $210K
Atwater Malick LLC 0.06% Add +11.3% 492 $210K
Leverty Financial Group, LLC 0.05% New 491 $209K
Security National Bank 0.03% No change 491 $209K
Future Financial Wealth Managment LLC 0.13% No change 444 $208K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.02% No change 488 $208K
Centurion Wealth Management LLC 0.05% No change 485 $207K
Core Wealth Partners LLC 0.10% No change 484 $206K
Layline Advisors, LLC 0.23% — 483 $206K
Aspirean Wealth, LLC 0.22% No change 482 $206K
McGlone Suttner Wealth Management, Inc. 0.03% Reduce -14.8% 482 $206K
Sharper & Granite LLC 0.07% No change 480 $205K
PDS Planning, Inc 0.01% Add +10.6% 479 $204K
J. Derek Lewis & Associates Inc. 0.05% Add +10.4% 477 $203K
Benin Management CORP 0.05% No change 477 $203K
OneAscent Financial Services LLC 0.01% Reduce -34.8% 475 $203K
Oakwell Private Wealth Management, LLC 0.04% No change 474 $202K
Virtue Asset Management LLC 0.16% No change 472 $201K
Financial Alternatives, Inc 0.11% No change 472 $201K
Channel Wealth LLC 0.05% Reduce -1.3% 472 $201K
JPL Wealth Management, LLC 0.05% No change 472 $201K
Shrier Wealth Management, LLC 0.07% Reduce -26.0% 470 $200K
Missouri Trust & Investment Co 0.06% Reduce -5.1% 465 $198K
WealthCollab, LLC 0.08% No change 462 $197K
Keystone Financial Group, Inc. 0.10% No change 452 $193K
Horrell Capital Management, Inc. 0.09% No change 450 $192K
Holos Integrated Wealth LLC 0.10% Add +491.9% 438 $189K
Monetary Solutions, Ltd 0.18% No change 439 $187K
S&T Bank 0.07% No change 438 $187K
Front Row Advisors LLC 0.06% No change 438 $187K
Toth Financial Advisory Corp. 0.02% Add +495.9% 435 $185K
Trifecta Capital Advisors, LLC 0.03% No change 432 $184K
Arjuna Capital 0.05% No change 431 $184K
Legacy Wealth Managment, LLC 0.09% No change 423 $180K
Truvestments Capital LLC 0.03% No change 415 $177K
Fairscale Capital, LLC 0.12% No change 415 $177K
Alcosta Capital Management, Inc. 0.13% No change 409 $174K
Strategic Investment Advisors / MI 0.01% Reduce -7.8% 403 $172K
Mill Capital Management, LLC 0.01% No change 400 $171K
McGuire Capital Advisors Inc. 0.11% Add +2.6% 400 $171K
Caitlin John, LLC 0.10% No change 398 $170K
Clayton Financial Group LLC 0.09% Add +28.2% 396 $169K
Kennebec Savings Bank 0.15% No change 388 $165K
Avion Wealth 0.03% Add +1.3% 388 $165K
Measured Wealth Private Client Group, LLC 0.04% No change 383 $163K
Standard Family Office LLC 0.17% No change 380 $162K
Davis Capital Management 0.11% No change 379 $162K
Centerpoint Advisors, LLC 0.05% No change 375 $160K
DecisionPoint Financial, LLC 0.03% No change 367 $156K
Wellington-Altus USA Inc. 0.09% Add +300.0% 1,256 $156K
Robinson Value Management, Ltd. 0.09% Reduce -80.7% 363 $155K
Viewpoint Capital Management LLC 0.07% No change 362 $154K
United Community Bank 0.05% Reduce -18.7% 360 $154K
SYM FINANCIAL Corp 0.02% No change 359 $153K
SRH Advisors, LLC 0.04% No change 356 $152K
Main Management LLC 0.01% New 355 $151K
SIMA Wealth Partners, LLC 0.12% No change 354 $151K
Aberdeen Wealth Management LLC 0.07% No change 350 $149K
West Branch Capital LLC 0.04% Reduce -34.9% 350 $149K
Evolution Wealth Management Inc. 0.11% No change 337 $144K
Vision Retirement, LLC 0.04% Add +25.9% 331 $141K
Sellwood Investment Partners LLC 0.06% No change 328 $140K
Abound Financial, LLC 0.06% No change 320 $136K
Jackson, Grant Investment Advisers, Inc. 0.04% Add +118.1% 314 $134K
Evergreen Private Wealth LLC 0.05% No change 313 $133K
Milestone Investment Advisors LLC 0.03% No change 311 $133K
Morling Financial Advisors, LLC 0.04% No change 307 $131K
Costello Asset Management, INC 0.04% New 301 $128K
Templeton & Phillips Capital Management, LLC 0.10% No change 300 $128K
Beacon Investment Advisory Services, Inc. 0.01% New 293 $125K
Crews Bank & Trust 0.02% No change 293 $125K
Caldwell Sutter Capital, Inc. 0.05% No change 291 $124K
Signature Equity Partners, LLC 0.07% Reduce -13.9% 286 $122K
Entrust Financial LLC 0.08% No change 282 $120K
High Note Wealth, LLC 0.02% No change 275 $117K
Capital Investment Counsel, Inc 0.01% Reduce -16.4% 275 $117K
Silvant Capital Management LLC 0.00% New 274 $117K
Financial Gravity Asset Management, Inc. 0.02% No change 273 $116K
Evergreen Advisors, LLC 0.03% New 269 $115K
Atlantic Private Wealth, LLC 0.07% No change 265 $113K
Clear Investment Research, LLC 0.17% New 257 $110K
Tidemark, LLC 0.03% Reduce -5.6% 255 $109K
RMG Wealth Management LLC 0.01% Add +257.7% 880 $109K
Hickory Point Bank & Trust 0.07% New 250 $107K
CoreFirst Bank & Trust 0.06% Reduce -1.2% 250 $107K
Merkkuri Wealth Advisors LLC 0.07% New 250 $106K
Frazier Financial Advisors, LLC 0.06% New 246 $105K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -42.8% 246 $105K
Sachetta, LLC 0.06% Add +0.8% 241 $103K
Field & Main Bank 0.03% No change 240 $102K
Godfrey Financial Associates, Inc. 0.08% No change 231 $98K
Dunhill Financial, LLC 0.02% Add +48.0% 228 $97K
Hanson & Doremus Investment Management 0.01% No change 227 $97K
Sankala Group LLC 0.08% No change 232 $97K
Rosenberg Matthew Hamilton 0.02% No change 226 $96K
Luken Investment Analytics, LLC 0.04% No change 223 $95K
Cherry Tree Wealth Management, LLC 0.02% Reduce -14.5% 218 $93K
ARK Investment Management 0.00% Reduce -82.3% 216 $92K
Noble Wealth Management PBC 0.05% Reduce -26.0% 213 $91K
Timmons Wealth Management, LLC 0.09% No change 210 $90K
Coston, McIsaac & Partners 0.02% No change 205 $87K
Winthrop Capital Management, LLC 0.02% No change 200 $85K
VSM Wealth Advisory, LLC 0.02% Add +6.0% 195 $83K
Gladwyn Financial Advisors, Inc. 0.06% No change 195 $83K
Bernard Wealth Management Corp. 0.03% No change 192 $82K
Abound Wealth Management 0.02% Add +16.6% 190 $81K
Financial Freedom, LLC 0.04% No change 183 $78K
Albion Financial Group 0.00% Add +329.3% 176 $75K
IFG Advisory, LLC 0.21% Reduce -98.9% 175 $75K
Richardson Financial Services Inc. 0.05% No change 172 $73K
Burk Holdings LLC 0.03% New 168 $72K
Philadelphia Investment Partners, LLC 0.05% — 167 $71K
Piedmont Capital Management, LLC 0.05% New 165 $70K
Mark Sheptoff Financial Planning, LLC 0.04% Add +300.0% 560 $67K
Community Financial Services Group, LLC 0.01% New 155 $67K
Legend Capital Advisors LLC 0.04% New 155 $66K
Dorato Capital Management 0.05% No change 149 $66K
MPWM Advisory Solutions, LLC 0.03% Add +17.7% 153 $65K
Delta Asset Management LLC 0.01% No change 152 $65K
Main Street Group, LTD 0.02% New 151 $64K
Tanaka Capital Management Inc. 0.11% No change 149 $64K
Smallwood Wealth Investment Management, LLC 0.03% No change 150 $64K
Quaker Wealth Management, LLC 0.02% No change 150 $64K
Provident Wealth Management, LLC 0.02% No change 150 $64K
Core Alternative Capital 0.02% Reduce -24.6% 147 $63K
Westside Investment Management, Inc. 0.01% No change 145 $62K
Comprehensive Financial Planning, Inc. 0.04% No change 144 $61K
CNB Bank 0.03% No change 144 $61K
Strategic Investment Solutions, Inc. 0.01% New 142 $61K
Fairman Group, LLC 0.05% Add +0.7% 142 $60K
Sawyer & Company, Inc 0.02% No change 141 $60K
Van Den Berg Management I, Inc. 0.01% Reduce -79.3% 141 $60K
Bear Mountain Capital, Inc. 0.02% No change 126 $60K
Team Financial Group, LLC 0.03% No change 138 $59K
Twin Lakes Capital Management, LLC 0.03% No change 134 $57K
Kimelman & Baird, LLC 0.00% No change 130 $55K
First Community Trust NA 0.04% No change 125 $53K
American Capital Advisory, LLC 0.02% No change 116 $49K
Hilton Head Capital Partners, LLC 0.03% No change 116 $49K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -56.6% 114 $49K
Steigerwald, Gordon & Koch Inc. 0.00% No change 112 $48K
McMillan Office, Inc. 0.01% No change 111 $47K
Sfam, LLC 0.04% No change 110 $47K
Cornerstone National Bank & Trust Co 0.02% No change 101 $43K
one8zero8, LLC 0.01% No change 100 $43K
Cranbrook Wealth Management, LLC 0.01% No change 100 $43K
Manning & Napier Advisors LLC 0.00% No change 100 $43K
N.E.W. Advisory Services LLC 0.00% No change 97 $41K
Bell Investment Advisors, Inc 0.01% No change 94 $40K
Lloyd Advisory Services, LLC. 0.01% Reduce -83.5% 92 $39K
Kingdom Financial Group LLC. 0.01% Add +228.6% 92 $39K
Hughes Financial Services, LLC 0.01% No change 92 $39K
Citizens National Bank Trust Department 0.01% No change 90 $38K
Red Reef Advisors LLC 0.04% No change 80 $34K
Morris Financial Concepts, Inc. 0.01% Add +2.6% 80 $34K
Seneschal Advisors, LLC 0.02% No change 78 $33K
BankChampaign, National Association 0.03% Add +10.0% 77 $33K
Richards, Merrill & Peterson, Inc. 0.01% Add +76.9% 69 $29K
Networth Advisors, LLC 0.02% No change 68 $29K
MBM Wealth Consultants, LLC 0.01% New 66 $28K
Banque Cantonale Vaudoise 0.00% No change 60 $26K
Tower View Wealth Management LLC 0.01% No change 59 $25K
Byrne Asset Management LLC 0.01% No change 59 $25K
Gen-Wealth Partners Inc 0.01% No change 59 $25K
Versant Capital Management, Inc 0.00% New 59 $25K
Godsey & Gibb, Inc. 0.00% No change 58 $25K
Raffa Wealth Management, LLC 0.00% Reduce -4.9% 58 $25K
Fourth Dimension Wealth, LLC 0.01% No change 56 $24K
Alerus Financial NA 0.00% Reduce -5.1% 56 $24K
Roxbury Financial LLC 0.02% No change 54 $23K
Basepoint Wealth LLC 0.01% No change 51 $22K
Armor Investment Advisors, LLC 0.01% No change 50 $21K
Avalon Trust Co 0.00% No change 49 $21K
Consultiva Wealth Management, Corp. 0.06% No change 48 $20K
Y.D. More Investments Ltd 0.00% No change 48 $20K
Flagship Wealth Advisors, LLC 0.01% Reduce -56.9% 47 $20K
1015 Capital Partners, LLC 0.02% No change 44 $19K
Nemes Rush Group LLC 0.00% No change 43 $18K
Ogorek Anthony Joseph /NY/ 0.00% No change 39 $16K
Resources Management Corp. /CT/ 0.00% No change 37 $16K
Virginia Estate & Retirement Planning Advisors Inc. 0.03% — 74 $16K
Founders Capital Management 0.01% No change 36 $15K
WCM Investment Management, LLC 0.00% Reduce -98.6% 37 $15K
First Pacific Financial 0.00% Add +6.1% 35 $15K
Integrity Financial Corp 0.01% Reduce -2.9% 33 $14K
Broadwater Capital Management LLC 0.01% No change 25 $12K
Physician Wealth Advisors, Inc. 0.00% No change 27 $12K
Dynamic Wealth Strategies, LLC 0.01% No change 27 $12K
HighMark Wealth Management LLC 0.00% No change 26 $11K
Valued Wealth Advisors LLC 0.00% No change 26 $11K
Red Tortoise LLC 0.00% No change 22 $9K
Murphy & Mullick Capital Management Corp 0.01% New 20 $9K
Granite Investment Partners, LLC 0.00% Reduce -99.8% 20 $9K
Pacifica Partners Inc. 0.00% New 18 $8K
Gables Capital Management Inc. 0.00% No change 69 $7K
Daytona Street Capital LLC 0.01% Add +21.4% 17 $7K
Wagner Wealth Management, LLC 0.00% No change 17 $7K
Winch Advisory Services, LLC 0.00% No change 15 $6K
Atlas Capital Advisors Inc. 0.00% Reduce -46.1% 14 $6K
Bullock Wealth Management Group 0.00% No change 13 $6K
Collier Financial 0.00% New 12 $5K
Elevate Wealth Advisory, Inc. 0.00% No change 12 $5K
Bangor Savings Bank 0.00% No change 10 $4K
Morgan Dempsey Capital Management LLC 0.00% No change 9 $4K
Horizon Financial Services, LLC 0.00% Reduce -81.3% 9 $4K
Tower Research Capital LLC (TRC) 0.00% Reduce -100.0% 9 $4K
Graney & King, LLC 0.00% New 8 $3K
10Elms LLP 0.00% Reduce -63.6% 8 $3K
1620 Investment Advisors, Inc. 0.00% No change 8 $3K
LM Advisors LLC 0.02% Reduce -10.0% 1,256 $3K
Capital & Planning, LLC 0.00% New 5 $2K
Contravisory Investment Management, Inc. 0.00% No change 4 $2K
Acumen Wealth Advisors, LLC 0.00% New 3 $1K
Vermillion Wealth Management, Inc. 0.00% New 3 $1K
Horizon Investments, LLC 0.00% Add +100.0% 8 $853
Janus Henderson Group PLC 0.00% Add +26.5% 16,538 $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.