iShares Russell 1000 GrowthIWFETF

13F holders, Q2 2026 (June 30)
2,517holders +66
140new positions
67sold out
8famous investors
$124.27avg. 13F price*

At the end of Q2 2026, 2,517 institutions reported holding iShares Russell 1000 Growth (IWF) in their 13F filings, up 66 from Q1 2026. 140 opened new positions and 67 sold out. The largest holders were Morgan Stanley ($14.8B), Bank of America Corp. ($13.5B) and FMR LLC ($4.1B). 8 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions140$588.4M
Exits67$71.3M

All 13F filers, Q1 2026 → Q2 2026: 19,787,784 shares bought and 44,202,947 shares sold, net −24,415,163 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,517 holders

Morgan Stanley 0.78% Reduce -0.1% 118,891,881 $14.8B
Bank of America Corp. 0.87% Reduce -2.1% 108,374,626 $13.5B
FMR LLC 0.18% Reduce -0.3% 33,169,533 $4.1B
Goldman Sachs Group Inc. 0.36% Reduce -2.0% 27,639,586 $3.4B
JPMorgan Chase & Co. 0.19% Reduce -1.7% 26,211,737 $3.2B
Envestnet Asset Management Inc. 0.61% Reduce -2.0% 20,963,458 $2.6B
Northern Trust Corp. 0.29% Reduce -9.7% 19,777,988 $2.5B
UBS Group AG 0.37% Reduce -2.9% 18,729,649 $2.3B
Wells Fargo & Company 0.39% Reduce -1.1% 17,873,875 $2.2B
LPL Financial LLC 0.43% Add +0.6% 15,446,900 $1.9B
Raymond James Financial Inc. 0.46% Add +0.2% 13,587,610 $1.7B
PNC Financial Services Group, Inc. 0.75% Reduce -0.4% 12,180,504 $1.5B
M&T Bank Corp 4.25% Add +4.6% 11,685,451 $1.5B
Baird Financial Group, Inc. 1.98% Add +3.2% 11,588,776 $1.4B
Truist Financial Corp. 1.22% Add +0.6% 8,224,600 $1.0B
Royal Bank of Canada 0.16% Add +0.2% 7,480,079 $928.8M
Signaturefd, LLC 12.01% Add +0.6% 7,236,734 $898.6M
Commonwealth Equity Services, LLC 1.05% Reduce -2.4% 6,714,484 $833.7M
Cetera Investment Advisers 0.71% Reduce -0.6% 6,240,599 $774.9M
Ameriprise Financial Inc. 0.15% No change 6,003,988 $745.5M
Pinnacle Financial Partners, Inc. 4.74% Add +1.0% 5,595,573 $694.8M
Circle Wealth Management, LLC 8.51% No change 5,453,892 $677.2M
Focus Partners Wealth 0.67% Reduce -2.0% 5,259,237 $653.0M
HighTower Advisors, LLC 0.59% Reduce -2.5% 4,976,224 $617.9M
Bank of New York Mellon Corp 0.10% Reduce -0.6% 4,780,386 $593.6M
Stifel Financial Corp. 0.48% Reduce -7.8% 4,628,950 $574.8M
Rockefeller Capital Management L.P. 0.88% Add +1.4% 4,613,036 $572.8M
BlackRock, Inc. 0.01% Reduce -11.8% 4,568,692 $567.3M
Cerity Partners LLC 0.69% No change 4,560,693 $566.3M
CIBC Bancorp USA Inc. 0.66% Add +0.9% 4,326,938 $537.2M
Tiaa-Cref Individual & Institutional Services, LLC 1.80% Add +2.6% 4,218,106 $523.8M
TIAA Wealth Investment Management LLC 3.39% Reduce -2.5% 4,158,007 $507.2M
US Bancorp \de 0.52% Add +0.3% 3,833,812 $476.0M
Jones Financial Companies LLLP 0.19% Reduce -12.3% 3,978,899 $473.9M
Nuveen, LLC 0.11% Reduce -13.7% 3,793,807 $471.1M
Fifth Third Bancorp 0.76% Reduce -3.9% 3,781,112 $469.5M
Prudential Financial Inc. 0.50% Add +70.4% 3,661,993 $454.7M
GLOBALT Investments LLC / GA 15.33% Reduce -2.7% 3,659,660 $454.4M
71 West Capital Partners 15.05% Reduce -0.4% 3,504,688 $435.2M
Osaic Holdings, Inc. 0.50% Add +5.0% 3,418,519 $424.5M
Janney Montgomery Scott LLC 0.75% New 3,115,856 $386.9M
OpenArc Corporate Advisory, LLC 4.44% Reduce -0.2% 3,004,395 $373.1M
Dynasty Wealth Management, LLC 2.73% Reduce -74.7% 2,955,926 $367.0M
Northwestern Mutual Wealth Management Co. 0.18% Add +1.4% 2,701,639 $335.5M
American Century Companies Inc. 0.14% Add +139.8% 2,553,192 $317.0M
Choreo, LLC 3.45% Reduce -2.8% 2,534,323 $314.7M
1ST Source Bank 13.37% Add +5.0% 2,376,294 $295.1M
Citigroup Inc. 0.13% Add +8.3% 2,285,661 $283.8M
Waldron Private Wealth LLC 9.44% Reduce -2.3% 2,195,611 $272.6M
Captrust Financial Advisors 0.40% Add +10.7% 2,115,746 $262.7M
Mariner, LLC 0.26% Reduce -12.6% 1,984,815 $246.4M
Clearstead Advisors, LLC 2.30% Reduce -9.1% 1,958,655 $243.2M
MML Investors Services, LLC 0.49% Add +5.2% 1,934,415 $240.2M
Brown Advisory Inc. 0.37% Reduce -4.2% 1,925,013 $239.0M
Creative Planning 0.14% Reduce -0.9% 1,869,072 $232.1M
Cresset Asset Management, LLC 0.82% Reduce -1.2% 1,809,686 $224.7M
Commerce Bank 0.98% Reduce -2.8% 1,805,561 $224.2M
Alliancebernstein L.P. 0.07% Reduce -2.2% 524,413 $223.6M
Regions Financial Corp. 1.33% Add +1.4% 1,798,498 $223.3M
Mercer Global Advisors Inc. 0.25% Add +0.7% 1,643,658 $204.1M
Staley Capital Advisers Inc. 7.91% Reduce -0.7% 1,633,498 $202.8M
MAI Capital Management 0.76% Add +2.0% 1,603,274 $199.1M
Stairway Partners, LLC 9.24% Reduce -1.5% 1,579,113 $196.1M
Ieq Capital, LLC 0.90% Reduce -23.9% 1,567,936 $194.7M
Confluence Wealth Services, Inc. 5.38% Add +19.2% 1,515,232 $188.1M
Natixis Advisors, LLC 0.21% Reduce -43.8% 1,502,127 $186.5M
D.A. Davidson & Co. 1.02% Reduce -1.6% 1,490,000 $185.0M
Oakworth Capital, Inc. 8.68% Add +2.1% 1,473,997 $182.4M
Beacon Pointe Advisors, LLC 0.84% Add +4.0% 1,460,176 $181.3M
Waverly Advisors, LLC 1.00% Add +71.3% 1,393,291 $173.0M
Hackensack Meridian Health, Inc. 11.01% No change 1,313,600 $163.1M
Cullen/Frost Bankers, Inc. 1.58% Reduce -1.6% 1,288,814 $160.0M
Lido Advisors, LLC 0.58% Reduce -1.3% 1,288,697 $160.0M
Venturi Wealth Management, LLC 6.11% Add +7537.2% 1,272,355 $158.0M
Bank of Montreal 0.06% Reduce -2.3% 1,267,891 $157.4M
J.Safra Asset Management Corp 7.21% Reduce -2.3% 1,260,693 $156.5M
Wealth Enhancement Advisory Services, LLC 0.26% Add +0.2% 1,248,519 $153.6M
Silvercrest Asset Management Group LLC 0.99% Reduce -10.5% 1,220,523 $151.6M
Pathstone Holdings, LLC 0.42% Add +6.1% 1,161,905 $144.3M
Private Advisor Group, LLC 0.63% Add +4.0% 1,104,755 $137.2M
Moneta Group Investment Advisors LLC 1.01% Reduce -75.0% 1,095,395 $136.0M
Modera Wealth Management, LLC 1.43% Reduce -0.9% 1,078,508 $133.9M
Stephens Inc. 1.48% Add +1.6% 1,064,094 $132.2M
Sun Mountain Capital Ltd 71.58% No change 1,061,852 $131.9M
NewEdge Wealth, LLC 1.28% Add +4.7% 1,019,850 $126.6M
Simon Quick Advisors, LLC 4.99% Add +0.4% 994,081 $123.4M
Steward Partners Investment Advisory, LLC 0.63% Reduce -23.9% 986,551 $122.5M
Blair William & Co. 0.32% Reduce -8.5% 973,601 $120.9M
HSBC Holdings PLC 0.06% Add +4.3% 921,442 $114.4M
Johnson Financial Group, Inc. 3.75% Reduce -44.3% 919,428 $114.2M
Corient Private Wealth LP 0.15% Reduce -67.0% 892,775 $110.9M
Kestra Advisory Services, LLC 0.35% Add +6.9% 876,866 $108.9M
NewEdge Advisors, LLC 0.31% Add +4.0% 845,080 $104.9M
Quantinno Capital Management LP 0.13% Add +29.1% 839,620 $104.3M
Cambridge Investment Research Advisors, Inc. 0.23% Reduce -0.5% 811,537 $100.8M
Keybank National Association 0.32% Reduce -2.9% 788,137 $97.9M
Baker Avenue Asset Management, LP 1.84% Add +7.4% 780,204 $96.9M
EP Wealth Advisors, LLC 0.37% Add +11.1% 772,054 $95.9M
Cedar Mountain Advisors, LLC 16.49% No change 771,325 $95.8M
AQR Capital Management 0.03% Add +6.2% 762,666 $94.7M
Sanctuary Advisors, LLC 0.42% Add +5.4% 735,866 $91.4M
Stephens Group Asset Management, LLC 5.15% Add +0.7% 733,771 $91.1M
First Business Financial Services, Inc. 7.05% Reduce -0.2% 731,884 $90.9M
Mission Wealth Management, LP 1.11% Add +29.1% 719,313 $89.3M
Thrivent Financial for Lutherans 0.15% Add +4.2% 711,692 $88.3M
Orion Porfolio Solutions, LLC 0.68% Reduce -9.6% 710,300 $88.2M
Ameritas Advisory Services, LLC 1.78% Add +88.5% 708,413 $88.0M
Mesirow Financial Investment Management, Inc. 1.38% Reduce -0.2% 705,467 $87.6M
BTG Pactual Asset Management US LLC 6.59% Add +2.1% 701,822 $87.1M
Americana Partners, LLC 1.95% Reduce -0.8% 697,445 $86.6M
Oppenheimer & Co. Inc. 0.87% Add +5.3% 658,202 $81.7M
Bridges Investment Management Inc. 0.98% Reduce -0.9% 650,736 $80.8M
Ellenbecker Investment Group 9.05% Add +4.6% 626,345 $77.8M
Polen Capital Management LLC 0.66% Reduce -62.3% 613,639 $76.2M
Bank of Nova Scotia 0.12% No change 611,000 $75.9M
Wilmington Savings Fund Society, FSB 1.67% Add +9.1% 601,795 $74.7M
MV Capital Management, Inc. 6.56% Reduce -3.1% 596,097 $74.0M
MetLife Investment Management, LLC 0.32% Add +59.0% 577,300 $71.7M
Capital Advisors, Ltd. LLC 7.08% Reduce -0.3% 564,947 $70.1M
Paulson Wealth Management Inc. 14.73% Reduce -1.1% 559,400 $69.5M
Savant Capital, LLC 0.20% Add +8.3% 535,565 $66.5M
Victory Capital Management Inc. 0.04% Reduce -25.7% 533,084 $66.2M
Wealthspire Advisors, LLC 0.36% Add +40.8% 530,662 $65.9M
Hantz Financial Services, Inc. 0.89% Reduce -1.3% 529,454 $65.7M
Badgley Phelps Wealth Managers, LLC 1.10% Add +7.7% 506,793 $62.9M
Equitable Holdings, Inc. 0.37% Add +0.7% 505,216 $62.7M
AMG National Trust Bank 1.28% Reduce -3.7% 502,686 $62.4M
Avidian Wealth Enterprises, LLC 1.71% Add +0.3% 497,910 $61.8M
Cynosure Group, LLC 9.28% Reduce -0.4% 497,234 $61.7M
Tsfg, LLC 7.72% Add +48.8% 493,884 $61.3M
Midwest Trust Co 0.69% Add +2.3% 492,300 $61.1M
Bluesphere Advisors LLC 18.86% No change 491,997 $61.1M
Rodgers & Associates, LTD 5.53% Reduce -1.6% 490,509 $60.9M
Kestra Private Wealth Services, LLC 0.67% Add +3.3% 488,684 $60.7M
Baron Silver Stevens Financial Advisors, LLC 7.68% Add +3.0% 487,084 $60.5M
Johnson Investment Counsel Inc. 0.44% Add +3.7% 480,326 $59.6M
Loomis Sayles & Co. L P 0.07% Add +53.7% 475,532 $59.0M
Marquette Asset Management, LLC 7.57% No change 473,320 $58.8M
Ascent Wealth Partners, LLC 5.84% Add +1.4% 470,096 $58.4M
Franklin Resources Inc. 0.01% Reduce -1.5% 467,708 $58.1M
Relyea Zuckerberg Hanson LLC 4.78% Reduce -0.9% 462,126 $57.4M
Capstone Financial Advisors, Inc. 2.77% Reduce -0.2% 457,245 $56.8M
Proathlete Wealth Management LLC 13.48% Reduce -0.7% 438,767 $54.5M
Go Invest LLC 12.70% Add +8.2% 435,281 $54.0M
HB Wealth Management, LLC 0.30% Add +2.1% 433,358 $53.8M
Voya Investment Management LLC 0.05% Add +1800.4% 430,780 $53.5M
Nadler Financial Group, Inc. 4.53% Reduce -1.1% 430,029 $53.4M
E&G Advisors, LLC 9.75% Reduce -0.9% 406,122 $50.5M
Strategic Point Investment Advisors, LLC 6.48% Add +1.9% 400,460 $49.7M
RMR Wealth Builders 3.07% Reduce -0.5% 397,795 $49.4M
Bokf, NA 0.66% Reduce -1.8% 388,327 $48.2M
TD Private Client Wealth LLC 0.88% Reduce -3.4% 387,276 $48.1M
Beirne Wealth Consulting Services, LLC 9.45% Add +675.6% 382,370 $47.5M
United Capital Financial Advisors, LLC 0.26% Reduce -1.4% 379,433 $47.1M
NorthRock Partners, LLC 0.68% Reduce -75.5% 378,795 $47.0M
Waterway Wealth Management, LLC 9.40% Reduce -35.6% 454,846 $46.1M
LBJ Family Wealth Advisors, Ltd. 23.41% Reduce -0.3% 376,386 $45.9M
Hirtle & Co., LLC 1.59% Reduce -0.2% 366,232 $45.5M
Accredited Investors Inc. 1.95% Reduce -1.5% 363,802 $45.2M
Avantax Planning Partners, Inc. 1.12% Reduce -2.1% 362,455 $45.0M
Portfolio Strategies, Inc. 4.41% Reduce -5.1% 362,252 $45.0M
RTD Financial Advisors, Inc. 4.89% Reduce -1.4% 361,227 $44.9M
BTC Capital Management, Inc. 2.71% Add +1.7% 358,431 $44.6M
Rwa Wealth Partners, LLC 0.42% Add +19.7% 357,371 $44.4M
Sanchez Wealth Management Group 7.64% Add +4.3% 351,287 $43.6M
Concurrent Investment Advisors, LLC 0.37% Add +41.8% 348,273 $43.2M
Woodard & Co. Asset Management Group Inc. 6.16% Reduce -6.0% 343,894 $42.7M
Corundum Group, Inc. 12.59% No change 341,716 $42.4M
Newbrook Capital Advisors LP 5.70% Add +16.0% 339,782 $42.2M
First Horizon Corp. 1.62% Add +1.4% 337,987 $42.0M
Callan Family Office, LLC 0.80% Add +3.8% 330,408 $41.0M
StoneX Group Inc. 1.63% Reduce -5.5% 326,130 $40.5M
Modern Wealth Management, LLC 0.48% Add +979.1% 321,665 $39.9M
Brighton Jones LLC 0.74% Reduce -1.4% 321,419 $39.9M
Two Sigma Investments, LP 0.03% Reduce -88.4% 320,960 $39.9M
Park Avenue Securities LLC 0.25% New 318,476 $39.5M
Allworth Financial LP 0.17% Reduce -69.9% 316,475 $39.3M
B&D White Capital Company, LLC 3.86% Add +5.5% 312,645 $38.8M
Ryan Investment Management, Inc. 17.40% Add +164.9% 309,631 $38.4M
JFS Wealth Advisors, LLC 1.91% Reduce -1.6% 308,513 $38.3M
Ullmann Wealth Partners Group, LLC 3.44% Add +0.6% 304,842 $37.9M
Claro Advisors Inc. 3.97% Add +25.7% 304,531 $37.8M
Capital Advisors Wealth Management, LLC 4.43% Add +3.0% 303,789 $37.7M
VestGen Advisors, LLC 1.11% Reduce -74.4% 303,488 $37.7M
Fulton Bank, N.A. 1.14% Add +0.5% 301,670 $37.5M
Condor Capital Management 2.78% Add +1.9% 298,760 $37.1M
Robertson Stephens Wealth Management, LLC 0.91% Reduce -5.9% 298,396 $37.1M
Global Retirement Partners, LLC 0.57% — 298,390 $37.1M
Simmons Bank 2.10% Reduce -1.3% 296,510 $36.8M
Parkside Financial Bank & Trust 2.51% Reduce -2.6% 296,339 $36.8M
Sheridan Capital Management, LLC 17.46% Add +2.5% 292,185 $36.3M
Wellspring Financial Advisors, LLC 2.34% Reduce -0.6% 286,136 $35.5M
Montecito Bank & Trust 5.31% Reduce -2.8% 285,911 $35.5M
SCS Capital Management LLC 0.33% Add +0.2% 285,437 $35.4M
Smith, Moore & Co. 2.30% Reduce -2.1% 284,924 $35.4M
WCG Wealth Advisors LLC 0.83% Add +2.7% 283,345 $35.2M
XML Financial, LLC 2.54% Reduce -1.0% 281,379 $34.9M
Fort Washington Investment Advisors Inc. 0.17% Reduce -0.1% 280,092 $34.8M
Jasper Ridge Partners, L.P. 0.74% No change 278,916 $34.6M
Clearstead Trust, LLC 4.47% Add +17.9% 275,194 $34.2M
BNP Paribas Financial Markets 0.02% Add +74.5% 274,222 $34.1M
Fifth Third Wealth Advisors LLC 0.95% Add +2.7% 273,729 $34.0M
Ascent Group, LLC 1.01% Add +1.6% 271,653 $33.7M
Caliber Wealth Management, LLC / KS 3.25% Reduce -1.6% 271,447 $33.7M
Ashton Thomas Private Wealth, LLC 0.70% Reduce -2.7% 270,163 $33.5M
Arkadios Wealth Advisors 0.52% Reduce -5.8% 269,930 $33.5M
Saiph Capital, LLC 10.03% Reduce -0.9% 269,824 $33.5M
Itau Unibanco Holding S.A. 0.66% Add +22.7% 268,411 $33.3M
Deutsche Bank AG 0.01% Reduce -3.3% 265,351 $32.9M
Bryn Mawr Trust Advisors, LLC 1.44% Add +26.0% 265,144 $32.9M
Affiance Financial, LLC 4.74% Add +8.0% 265,114 $32.9M
First Citizens Bank & Trust Co. 0.49% Add +1.1% 261,369 $32.5M
Integrated Investment Consultants, LLC 6.36% Reduce -9.5% 260,027 $32.3M
Bluespring Wealth Management, LLC 0.62% Add +1770.9% 257,814 $32.0M
PFW Advisors LLC 9.18% Reduce -0.9% 253,707 $31.5M
Envestnet Portfolio Solutions, Inc. 0.15% Add +5.2% 253,464 $31.5M
Black Swift Group, LLC 4.52% Reduce -4.5% 251,725 $31.3M
Nwam LLC 1.53% Add +2.8% 246,730 $30.6M
&partners 0.13% Add +5.8% 246,796 $30.6M
Aptus Capital Advisors, LLC 0.22% Add +11.1% 245,766 $30.5M
Legacy Edge Advisors, LLC 2.75% Add +0.7% 241,524 $30.0M
Jmac Enterprises LLC 5.00% Reduce -1.0% 238,795 $29.7M
Berkshire Money Management, Inc. 2.69% Add +0.5% 237,171 $29.4M
CX Institutional 0.85% Reduce -2.9% 236,020 $29.3M
Evercore Wealth Management, LLC 0.40% Reduce -3.6% 230,399 $28.6M
Arax Advisory Partners 0.19% Add +647.1% 229,436 $28.5M
Fifth Third Securities, Inc. 1.62% Reduce -3.5% 229,026 $28.4M
Summit Wealth Partners, LLC 4.00% Reduce -0.3% 226,306 $28.1M
DT Investment Partners, LLC 2.09% No change 225,276 $28.0M
Ballentine Partners, LLC 0.34% No change 225,231 $28.0M
Bleakley Financial Group, LLC 0.35% Add +1.1% 222,999 $27.7M
Apella Capital, LLC 0.39% Reduce -1.5% 227,749 $27.6M
Boulder Wealth Advisors, LLC 10.07% Add +1.4% 222,414 $27.6M
Visionary Wealth Advisors 1.07% Add +8.0% 218,923 $27.2M
First National Bank of Omaha 0.76% Reduce -3.9% 222,214 $27.1M
Atria Investments, Inc 0.27% Add +27.2% 214,584 $26.6M
VAUGHAN & Co SECURITIES, INC. 12.32% Reduce -0.6% 212,725 $26.4M
Kayne Anderson Rudnick Investment Management LLC 0.08% Reduce -40.9% 211,164 $26.2M
Bison Wealth, LLC 2.41% Reduce -74.0% 212,913 $26.2M
PW Nova Financial Services LLC 5.59% Add +3.0% 209,912 $26.1M
GHP Investment Advisors, Inc. 0.96% Add +0.4% 209,755 $26.0M
LWM Advisors Inc. 22.25% Add +1.3% 209,701 $26.0M
Accretive Wealth Partners, LLC 6.26% Add +19.2% 207,276 $25.7M
Prime Capital Investment Advisors, LLC 0.25% Add +7.1% 206,667 $25.7M
Sylvest Advisors, LLC 11.57% Add +19.5% 206,645 $25.7M
Roble, Belko & Company, Inc 2.77% No change 206,612 $25.7M
Cooksen Wealth, LLC 16.16% Add +1.2% 206,474 $25.6M
Farther Finance Advisors, LLC 0.20% Reduce -1.0% 205,814 $25.6M
Atticus Wealth Management, LLC 6.05% Add +0.7% 204,824 $25.4M
Fidelis Capital Partners, LLC 1.46% Add +4.7% 204,143 $25.3M
Jefferies Financial Group Inc. 0.24% Add +493.7% 202,579 $25.2M
Highland Capital Management, LLC 1.15% Add +4.4% 200,825 $24.9M
Winslow Capital Management, LLC 0.09% Reduce -46.0% 199,230 $24.7M
Haverford Trust Co 0.21% Add +3.0% 199,118 $24.7M
Kelly Financial Group LLC 5.48% Add +2.2% 198,448 $24.6M
McKinley Carter Wealth Services, Inc. 1.26% Reduce -0.1% 197,013 $24.5M
Procyon Advisors, LLC 1.05% Reduce -1.1% 195,905 $24.3M
MOR Wealth Management, LLC 9.54% Reduce -9.7% 192,949 $24.0M
Bessemer Group Inc. 0.03% Reduce -2.9% 190,522 $23.7M
Winthrop Advisory Group LLC 1.59% Reduce -0.5% 189,751 $23.6M
Focus Partners Advisor Solutions, LLC 0.20% No change 189,347 $23.5M
Breakwater Capital Group 2.82% Add +0.5% 189,130 $23.5M
Montag A & Associates Inc. 0.99% Reduce -9.4% 188,909 $23.5M
Nestegg Advisors, Inc. 16.48% Add +0.8% 187,709 $23.3M
Summit Wealth Group LLC / Co. 1.92% Add +4.4% 187,162 $23.2M
Stillwater Capital Advisors, LLC 2.35% Add +3.4% 185,645 $23.1M
49 Wealth Management, LLC 4.39% Add +4032.6% 185,469 $23.0M
Alongside, LLC 4.39% — 185,469 $23.0M
Whitegate Investment Counselors, Inc. 6.54% Reduce -0.2% 185,136 $23.0M
Advisor OS, LLC 1.53% No change 184,825 $22.9M
Tradition Wealth Management, LLC 1.40% Reduce -0.7% 184,576 $22.9M
Spire Wealth Management 0.69% Reduce -2.1% 183,936 $22.8M
Wetzel Investment Advisors, Inc. 7.94% Reduce -17.1% 183,929 $22.8M
Summit Financial, LLC 0.25% Add +3.7% 182,955 $22.7M
Flynn Zito Capital Management, LLC 6.11% Add +4.1% 181,092 $22.5M
Bradley Foster & Sargent Inc. 0.32% Reduce -1.7% 180,937 $22.5M
SlateStone Wealth, LLC 1.71% Reduce -4.3% 179,545 $22.3M
MJP Associates Inc. 2.44% Add +3.9% 179,521 $22.3M
Mather Group, Llc. 0.19% Reduce -1.6% 178,474 $22.2M
Compound Planning, Inc. 0.58% Add +16.0% 177,468 $22.0M
Sunburst Financial Group, LLC 3.68% No change 177,378 $22.0M
O'shaughnessy Asset Management, LLC 0.10% Reduce -0.8% 174,810 $21.7M
Tiaa Trust, National Association 1.28% Add +12.0% 174,101 $21.6M
Dorsey & Whitney Trust CO LLC 1.05% Reduce -3.7% 174,060 $21.6M
Merit Financial Group, LLC 0.13% Reduce -15.2% 174,053 $21.6M
Cary Street Partners Financial LLC 0.47% Add +1.3% 172,465 $21.4M
Argent Trust Co 0.62% Add +4.8% 172,407 $21.4M
Sonata Capital Group Inc. 6.82% Add +0.3% 170,129 $21.1M
Renaissance Technologies 0.03% Reduce -31.7% 170,128 $21.1M
Blodgett Wealth Advisors, LLC 14.10% Add +0.9% 169,447 $21.0M
Principal Financial Group Inc. 0.01% Reduce -68.9% 166,683 $20.7M
Schneider Downs Wealth Management Advisors, LP 1.94% Add +0.5% 166,537 $20.7M
Composition Wealth, LLC 0.24% Add +2.1% 165,988 $20.6M
Keel Point, LLC 1.21% Reduce -3.8% 165,049 $20.5M
Jennison Associates LLC 0.01% Reduce -53.0% 164,899 $20.5M
Great Valley Advisor Group, Inc. 0.32% Add +2.9% 163,398 $20.3M
Meramec Financial Planners, LLC 7.41% Add +13.0% 173,170 $20.3M
Ball & Co Wealth Management Inc. 14.38% Add +22.1% 163,335 $20.3M
Pointe Capital Management LLC 9.05% Add +3.9% 162,841 $20.2M
Crescent Grove Advisors, LLC 1.71% Reduce -0.9% 162,305 $20.2M
Sagespring Wealth Partners, LLC 0.31% Add +0.7% 162,101 $20.1M
Clear Harbor Asset Management, LLC 1.25% Reduce -1.0% 161,406 $20.0M
Nvest Financial, LLC 6.32% Reduce -1.9% 160,871 $20.0M
Curtis Advisory Group, LLC 3.83% Reduce -0.8% 158,913 $19.7M
Freestone Capital Holdings, LLC 0.51% Reduce -6.1% 158,514 $19.7M
Westshore Wealth, LLC 6.09% Reduce -0.9% 158,086 $19.6M
First Foundation Advisors 0.70% Reduce -7.6% 157,598 $19.6M
Citizens Financial Group Inc. 0.23% Add +13.9% 155,757 $19.3M
Sei Investments Co. 0.02% Reduce -32.6% 155,716 $19.3M
Newport Capital Group, LLC 10.72% Add +6.9% 153,722 $19.1M
Gotham Asset Management 0.04% Add +0.5% 153,260 $19.0M
Choate Investment Advisors 0.33% Add +0.5% 153,044 $19.0M
Objectivity Squared, LLC 10.63% Add +0.8% 152,031 $18.9M
HBK Sorce Advisory LLC 0.37% Reduce -72.8% 152,031 $18.8M
T. Rowe Price Associates Inc. 0.00% Reduce -21.1% 150,503 $18.7M
Congress Asset Management Co. 0.11% Reduce -66.0% 150,039 $18.6M
One Capital Management, LLC 0.52% Reduce -75.0% 43,463 $18.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -74.0% 148,758 $18.5M
West Bancorporation Inc. 7.81% Reduce -0.4% 147,096 $18.3M
Whittier Trust Co. 0.18% Add +33.6% 148,100 $18.2M
MCF Advisors LLC 0.65% Reduce -3.4% 145,499 $18.1M
Integrated Wealth Concepts LLC 0.12% Add +26.6% 145,281 $18.0M
Retirement Income Solutions, Inc. 3.10% Reduce -74.9% 42,222 $18.0M
Regent Peak Wealth Advisors LLC 3.32% Add +0.3% 144,292 $17.9M
Curi Capital, LLC 0.27% Reduce -5.0% 142,588 $17.7M
Pacific Sage Partners, LLC 2.51% Add +13.1% 142,005 $17.6M
D. E. Shaw & Co. 0.01% New 141,164 $17.5M
Occidental Asset Management, LLC 1.74% Reduce -1.2% 140,957 $17.5M
JMG Financial Group, Ltd. 0.42% Add +0.2% 139,940 $17.4M
Stratos Wealth Partners, LTD. 0.18% Add +2.2% 139,683 $17.3M
Allianz Asset Management GmbH 0.02% Add +78.8% 139,435 $17.3M
Rhumbline Advisers 0.01% Add +44.6% 138,518 $17.2M
Investment Partners, LTD. 5.38% Reduce -0.3% 138,513 $17.2M
Valeo Financial Advisors, LLC 0.36% Add +11.0% 138,481 $17.2M
Stevens Capital Partners 3.27% Reduce -3.3% 138,319 $17.2M
Walsh & Associates, LLC 13.88% Add +5.7% 136,802 $17.0M
MidFirst Bank 1.20% Reduce -8.0% 135,960 $16.9M
IHT Wealth Management, LLC 0.36% No change 135,763 $16.9M
Grove Bank & Trust 1.66% Add +0.9% 135,074 $16.8M
Intrepid Financial Planning Group LLC 5.66% Reduce -0.4% 134,146 $16.7M
Oppenheimer Asset Management Inc. 0.17% Reduce -1.3% 133,835 $16.6M
Summit Trail Advisors, LLC 0.21% Reduce -7.5% 133,199 $16.5M
Compass Financial Group, Inc. 6.83% Reduce -7.5% 130,115 $16.2M
Bitterroot Capital Advisors LLC 9.63% No change 128,692 $16.0M
Genesis Private Wealth, LLC 4.46% Add +2.9% 127,737 $15.9M
Krane Financial Solutions LLC 9.62% Reduce -3.8% 125,835 $15.6M
NBH Bank 6.57% — 125,562 $15.6M
Narwhal Capital Management 1.07% No change 125,220 $15.5M
Sequoia Financial Advisors, LLC 0.08% Add +6.0% 123,391 $15.3M
Prospera Financial Services Inc 0.22% Reduce -0.8% 123,239 $15.3M
Axxcess Wealth Management, LLC 0.24% New 121,868 $15.1M
Parallel Advisors, LLC 0.23% Reduce -1.4% 121,550 $15.1M
Ballast, Inc. 2.83% Add +0.6% 120,713 $15.0M
Elevation Point Wealth Partners, LLC 0.28% Reduce -7.9% 120,472 $15.0M
Vise Technologies, Inc. 0.17% Add +60.1% 120,302 $14.9M
BCGM Wealth Management, LLC 3.16% Add +6.3% 120,216 $14.9M
Vanguard National Trust Co 0.81% Add +0.5% 119,815 $14.9M
Stonebridge Financial Group, LLC 1.13% Reduce -0.5% 119,513 $14.8M
Sage Financial Group Inc. 0.82% Reduce -0.4% 118,651 $14.7M
Finley Financial, LLC 5.92% Reduce -1.6% 118,480 $14.7M
Brand Asset Management Group, Inc. 3.25% No change 118,272 $14.7M
STAR Financial Bank 5.94% Reduce -2.2% 117,458 $14.6M
FDx Advisors, Inc. 4.38% Reduce -1.6% 117,083 $14.5M
One Wealth Advisors, LLC 1.58% Reduce -3.6% 115,589 $14.4M
American State Bank (Iowa) 5.81% Reduce -12.8% 115,412 $14.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.19% Add +9.6% 114,888 $14.3M
Denver Wealth Management, Inc. 4.03% Reduce -20.3% 113,385 $14.1M
Sapient Capital LLC 0.18% Add +3.9% 112,737 $14.0M
Clientfirst Wealth Management, LLC 11.46% Reduce -0.6% 112,336 $13.9M
Associated Banc-Corp 0.33% Reduce -6.3% 111,881 $13.9M
Snowden Capital Advisors LLC 0.33% Add +9.3% 111,495 $13.8M
RFG Advisory, LLC 0.21% Reduce -9.2% 110,571 $13.7M
Hardy Reed LLC 0.88% No change 110,536 $13.7M
Advisory Services Network, LLC 0.16% Reduce -0.2% 110,367 $13.7M
Flputnam Investment Management Co. 0.16% Add +4.4% 109,967 $13.6M
Peapack Gladstone Financial Corp. 0.16% Add +2.6% 109,069 $13.5M
Epiq Partners, LLC 5.89% No change 108,832 $13.5M
Townsquare Capital LLC 2.48% Reduce -8.4% 108,699 $13.5M
Vestmark Advisory Solutions, Inc. 0.13% Reduce -3.1% 108,642 $13.5M
Allen Investment Management, LLC 0.16% Reduce -6.1% 108,261 $13.4M
Prosperity Consulting Group, LLC 0.51% Add +16.7% 108,037 $13.4M
Sowell Financial Services LLC 0.44% Add +15.3% 107,490 $13.3M
Arete Wealth Advisors, LLC 0.87% Reduce -0.3% 106,547 $13.2M
Matrix Asset Advisors Inc. 1.08% Reduce -0.5% 106,505 $13.2M
Arcadia Wealth Management, LLC 4.13% Reduce -9.6% 106,025 $13.2M
Connecticut Wealth Management, LLC 0.48% Reduce -9.6% 105,105 $13.1M
Brickley Wealth Management 1.87% Reduce -1.4% 104,921 $13.0M
Xponance LLC 0.08% Add +95.3% 104,716 $13.0M
Highland Financial Advisors, LLC 2.85% No change 104,434 $13.0M
Busey Bank 0.31% Reduce -1.6% 104,051 $12.9M
Cibc World Market Inc. 0.02% New 103,844 $12.9M
Toronto Dominion Bank 0.02% New 103,455 $12.8M
Napier Financial, LLC 2.67% Reduce -1.4% 103,237 $12.8M
OneDigital Investment Advisors LLC 0.11% Reduce -30.5% 102,975 $12.8M
Gilliland Jeter Wealth Management LLC 3.34% Add +0.5% 102,804 $12.8M
Western Wealth Management, LLC 0.42% Reduce -1.5% 102,796 $12.8M
Eukles Asset Management 5.22% Add +0.9% 101,889 $12.7M
Fidelity D & D Bancorp Inc. 4.29% Add +15.4% 100,625 $12.5M
Pettinga Financial Advisors LLC 2.00% Add +4.6% 100,515 $12.5M
American Institute for Advanced Investment Management, LLP 7.21% Reduce -0.5% 100,432 $12.5M
GC Wealth Management RIA, LLC 0.71% Add +33.7% 99,550 $12.4M
Laird Norton Wetherby Trust Company, LLC 0.24% Add +46.4% 98,815 $12.3M
Tobias Financial Advisors, Inc. 1.55% Reduce -3.7% 98,443 $12.2M
Highland Investment Advisors LLC 5.31% — 98,010 $12.2M
OFS Enterprise LLC 3.10% Reduce -1.0% 97,704 $12.1M
Dakota Wealth Management 0.23% Reduce -12.1% 97,216 $12.1M
J.W. Cole Advisors, Inc. 0.21% New 96,570 $12.0M
Arbor Investment Advisors, LLC 1.36% Reduce -0.2% 96,522 $12.0M
Conning Inc. 0.37% No change 96,348 $12.0M
Global Strategic Investment Solutions, LLC 1.07% No change 96,140 $11.9M
Financial Engines Advisors L.L.C. 0.02% Reduce -10.1% 95,461 $11.9M
St. Louis Trust Co 1.35% No change 80,328 $11.8M
Blue Trust, Inc. 0.12% Reduce -13.3% 95,399 $11.8M
Coldstream Capital Management Inc. 0.15% Reduce -6.0% 94,782 $11.8M
ARK & TLK Investments, LLC 2.90% No change 94,656 $11.8M
Venture Visionary Partners LLC 0.33% Reduce -2.0% 94,649 $11.8M
FMA Wealth Management, LLC 7.48% Reduce -5.3% 94,136 $11.7M
FLC Capital Advisors 1.91% Reduce -0.8% 93,932 $11.7M
Equitable Trust Co. 0.48% Add +63.2% 93,348 $11.6M
Vestor Capital, LLC 0.73% Add +7751.7% 198,804 $11.6M
Diversify Advisory Services, LLC 0.19% New 98,418 $11.5M
Diversify Wealth Management, LLC 0.19% Reduce -64.7% 98,418 $11.5M
Ethos Financial Group, LLC 0.77% Add +2.6% 96,128 $11.5M
Presper Financial Architects, LLC 5.96% Add +1.0% 92,027 $11.4M
Stock Yards Bank & Trust Co. 0.33% Reduce -1.2% 91,899 $11.4M
Neuberger Berman Group LLC 0.01% Add +4.3% 91,316 $11.3M
Bay Capital Advisors, LLC 6.06% Add +4.3% 90,986 $11.3M
Perigon Wealth Management, LLC 0.18% Add +0.8% 89,995 $11.2M
Nottingham Advisors, Inc. 1.33% Reduce -5.1% 92,648 $11.1M
Zuckerman Investment Group, LLC 0.94% Add +2.6% 89,275 $11.1M
Gerber Kawasaki Wealth & Investment Management 0.30% Add +0.8% 89,149 $11.1M
Permanens Capital L.P. 1.12% Add +3034.3% 87,760 $10.9M
Truepoint, Inc. 0.23% Reduce -2.7% 87,449 $10.9M
White Lighthouse Investment Management Inc. 1.35% Reduce -2.9% 87,289 $10.8M
Willis Johnson & Associates, Inc. 0.60% Reduce -4.8% 86,673 $10.8M
Quest Investment Management LLC 1.26% Reduce -47.4% 86,659 $10.8M
AlTi Global, Inc. 0.22% Reduce -16.7% 86,510 $10.7M
Maloon Powers Pitre Higgins & Dennehy, LLC 3.69% — 86,473 $10.7M
Paragon Financial Partners, Inc. 5.76% Reduce -3.1% 90,634 $10.7M
Sound View Wealth Advisors Group, LLC 0.67% Add +1.6% 86,316 $10.7M
Cresta Advisors, Ltd. 3.81% No change 85,581 $10.6M
NTV Asset Management LLC 1.04% No change 85,245 $10.6M
BBR Partners, LLC 0.50% Add +617.4% 85,231 $10.6M
Kingsview Wealth Management, LLC 0.13% Add +11.9% 85,213 $10.6M
Wealthcare Advisory Partners LLC 0.20% Reduce -0.9% 85,081 $10.6M
Diversified Trust Co. 0.17% Reduce -1.5% 84,704 $10.5M
Fiduciary Trust Co 0.11% Reduce -2.3% 84,585 $10.5M
Next Capital Management LLC 2.83% Reduce -1.2% 84,480 $10.5M
IFG Advisory, LLC 0.37% Add +11944.7% 84,313 $10.5M
Monument Capital Management 2.10% Add +21.6% 84,048 $10.4M
Lebenthal Global Advisors, LLC 1.40% Reduce -53.8% 83,858 $10.4M
Patten Group, Inc. 1.61% Reduce -12.4% 83,348 $10.3M
Paladin Advisory Group, LLC 6.86% No change 83,186 $10.3M
NovaPoint Capital, LLC 2.14% Reduce -6.5% 82,960 $10.3M
Community Bank, N.A. 1.11% Reduce -0.7% 82,692 $10.3M
Heck Capital Advisors, LLC 0.61% Add +38.2% 82,271 $10.2M
Pure Financial Advisors, LLC 0.13% Add +0.3% 82,068 $10.2M
Frederick Financial Consultants, LLC 4.29% Add +0.4% 81,349 $10.1M
SOA Wealth Advisors, LLC. 1.69% Reduce -1.7% 81,142 $10.1M
Berkshire Asset Management LLC 0.39% No change 80,832 $10.0M
Holistic Financial Partners 6.13% Reduce -8.6% 80,797 $10.0M
Landaas & Co. /Wi 1.82% Add +4.2% 80,619 $10.0M
TCW Group Inc. 0.07% Add +3.0% 80,180 $10.0M
Ferguson Johnson Wealth Management Inc 7.18% No change 79,322 $9.8M
Hilltop Holdings Inc. 0.80% Add +4.7% 79,007 $9.8M
Smith & Howard Wealth Management, LLC 2.01% Reduce -0.7% 78,867 $9.8M
Northern Lights Advisors, Inc. 5.30% Reduce -3.5% 78,413 $9.7M
Personal Cfo Solutions, LLC 1.41% New 78,298 $9.7M
Bawa N Mallick Trust 3.14% No change 78,200 $9.7M
Potentia Wealth 3.97% Reduce -2.6% 78,024 $9.7M
Sepio Capital, LP 0.49% Reduce -1.1% 77,965 $9.7M
OMNI 360 Wealth, Inc. 4.42% Add +1.3% 77,021 $9.6M
Cyndeo Wealth Partners, LLC 0.45% Add +1.0% 76,434 $9.5M
Meridian Wealth Advisors, LLC 1.07% No change 75,845 $9.4M
Ami Asset Management Corp. 0.54% Add +34.2% 75,839 $9.4M
GTS Securities LLC 0.20% Add +215.6% 75,755 $9.4M
Caprock Group, LLC 0.18% Add +3.1% 75,225 $9.3M
Apollon Wealth Management, LLC 0.11% Add +0.4% 74,493 $9.2M
Gainline Financial Partners, LLC 8.60% — 74,202 $9.2M
CFM Wealth Partners LLC 1.17% Add +2.2% 73,961 $9.2M
Mutual Advisors, LLC 0.17% Reduce -1.2% 73,812 $9.2M
Rothschild Investment LLC 0.34% Reduce -0.9% 73,747 $9.2M
TFO Wealth Partners, LLC 0.99% Add +1.6% 73,568 $9.1M
Pinnacle Associates Ltd. 0.10% Add +8.9% 73,522 $9.1M
Mgo One Seven LLC 0.15% Add +3.8% 73,349 $9.1M
Rebalance, LLC 0.48% Reduce -2.6% 73,190 $9.1M
Counterweight Ventures, LLC 4.53% Reduce -0.5% 73,190 $9.1M
Market Street Wealth Management Advisors LLC 1.29% Reduce -0.2% 73,138 $9.1M
Old National Bancorp 0.18% Reduce -80.2% 73,014 $9.1M
Provenance Wealth Advisors, LLC 0.86% Reduce -1.5% 72,858 $9.0M
Alesco Advisors, LLC, An ESL Co 0.21% Reduce -1.5% 72,586 $9.0M
Northstar Group, Inc. 1.20% Add +0.2% 72,308 $9.0M
Mycio Wealth Partners, LLC 1.67% No change 71,941 $8.9M
Tanglewood Legacy Advisors, LLC 2.86% Add +1.0% 71,396 $8.9M
1900 Wealth Management LLC 0.49% Reduce -14.0% 71,253 $8.8M
Ancora Advisors LLC 0.17% Reduce -3.7% 70,707 $8.8M
Altus Wealth Group LLC 3.16% No change 70,538 $8.8M
Three Bridge Wealth Advisors, LLC 2.19% Add +1.3% 70,494 $8.8M
Sovran Advisors, LLC 0.65% Reduce -74.9% 74,753 $8.7M
Rehmann Capital Advisory Group 0.40% No change 69,976 $8.7M
Saxon Interests, Inc. 2.40% Add +5.2% 69,965 $8.7M
Osbon Capital Management LLC 6.80% Reduce -6.1% 69,840 $8.7M
Cornerstone Advisory, LLC 0.72% No change 69,769 $8.7M
Indiana Trust & Investment Management Co 2.37% Reduce -0.5% 69,702 $8.7M
Quent Capital, LLC 0.53% Reduce -0.9% 69,384 $8.6M
CENTRAL TRUST Co 0.16% Reduce -2.4% 69,209 $8.6M
Aprio Wealth Management, LLC 0.42% Add +35.9% 68,502 $8.5M
Pitcairn Wealth Advisors LLC 0.92% No change 67,648 $8.4M
McAdam, LLC 0.32% Reduce -4.4% 67,636 $8.4M
Ruggaard & Associates LLC 3.01% Reduce -4.2% 67,592 $8.4M
TPG Financial Advisors, LLC 2.49% Add +1.3% 67,215 $8.3M
Sax Wealth Advisors, LLC 0.34% Reduce -73.3% 19,552 $8.3M
World Investment Advisors 0.14% Reduce -69.6% 24,137 $8.3M
New England Private Wealth Advisors LLC 0.80% Reduce -3.2% 70,542 $8.3M
Greenspring Advisors, LLC 0.46% Reduce -2.0% 66,875 $8.3M
Nomura Asset Management International Inc. 0.01% Add +525.1% 66,640 $8.3M
UMB Bank, n.a. 0.10% Reduce -19.1% 66,569 $8.3M
Nicolet Bankshares Inc. 0.26% Reduce -0.1% 66,486 $8.2M
Cove Private Wealth, LLC 1.60% Add +21.9% 66,244 $8.2M
Sage Mountain Advisors LLC 0.51% No change 66,240 $8.2M
Money Concepts Capital Corp. 0.38% Add +789.5% 66,000 $8.2M
Harbour Capital Advisors, LLC 1.48% Reduce -1.0% 65,576 $8.1M
Dixon Fnancial Services, Inc. 3.28% No change 65,144 $8.1M
Dimension Capital Management LLC 0.94% Reduce -0.1% 64,412 $8.0M
Allspring Global Investments Holdings, LLC 0.01% Reduce -46.8% 64,882 $8.0M
Legacy Advisors, LLC 0.74% No change 64,044 $8.0M
Mathes Company, Inc. 2.48% No change 64,000 $7.9M
Garde Capital, Inc. 0.36% Reduce -0.3% 63,908 $7.9M
Central Valley Advisors, LLC 2.02% Reduce -0.6% 63,552 $7.9M
Talisman Wealth Advisors LLC 5.86% Add +0.2% 63,410 $7.9M
Next Level Private LLC 1.53% Reduce -4.4% 62,887 $7.8M
Apriem Advisors 0.67% No change 62,418 $7.8M
EPG Wealth Management LLC 1.85% No change 62,252 $7.7M
Strategic Family Wealth Counselors, L.L.C. 1.77% Add +0.4% 61,438 $7.6M
Legal & General Group Plc 0.00% Add +4.0% 62,140 $7.6M
Cornerstone Advisors Asset Management, LLC 0.99% Reduce -2.9% 60,700 $7.5M
Linscomb Wealth, Inc. 0.33% Reduce -6.5% 60,426 $7.5M
Canal Capital Management, LLC 0.90% No change 59,449 $7.4M
Level Four Advisory Services, LLC 0.21% Reduce -13.0% 59,356 $7.4M
DHJJ Financial Advisors, Ltd. 2.12% Reduce -2.4% 59,210 $7.4M
AlphaCore Capital LLC 0.13% Add +5.4% 58,945 $7.3M
Widmann Financial Services, Inc. 3.91% Add +3.9% 58,788 $7.3M
Gladstone Institutional Advisory LLC 0.23% Add +2.6% 58,453 $7.3M
Harbor Investment Advisory, LLC 0.51% Add +1.1% 58,453 $7.3M
Embree Financial Group 0.73% No change 58,407 $7.3M
Tolleson Wealth Management, Inc. 0.97% Reduce -7.6% 57,800 $7.2M
Valmark Advisers, Inc. 0.08% Add +0.9% 57,768 $7.2M
Summa Corp. 2.24% Add +28.7% 57,588 $7.2M
Avity Investment Management Inc. 0.46% Reduce -4.9% 57,555 $7.1M
Brown Brothers Harriman & Co. 0.03% Reduce -5.0% 57,160 $7.1M
Dynamic Financial Group 5.36% Add +1.1% 57,144 $7.1M
Certuity, LLC 0.35% Reduce -0.9% 57,048 $7.1M
Opus Capital Group, LLC 0.68% No change 56,904 $7.1M
Forum Financial Management, LP 0.09% Add +4.0% 56,861 $7.1M
Osborne Partners Capital Management, LLC 0.39% No change 56,840 $7.1M
City Holding Co. 0.79% Reduce -2.5% 56,543 $7.0M
Calamos Wealth Management LLC 0.21% Add +2.3% 56,446 $7.0M
Assetmark, Inc. 0.01% Reduce -7.1% 56,172 $7.0M
Forvis Mazars Wealth Advisors, LLC 0.12% Reduce -2.3% 56,007 $7.0M
CJM Wealth Advisers, Ltd. 1.82% Reduce -9.6% 55,869 $6.9M
Tocqueville Asset Management L.P. 0.09% Reduce -0.1% 55,696 $6.9M
Eagle Strategies LLC 0.69% No change 55,545 $6.9M
AE Wealth Management LLC 0.03% Add +10.2% 55,249 $6.9M
Serenus Wealth Advisors, LLC 1.19% No change 55,031 $6.8M
Leavell Investment Management, Inc. 0.25% Reduce -4.4% 54,777 $6.8M
Family Manage LLC 0.71% Add +271.7% 54,583 $6.8M
First Western Trust Bank 0.33% Reduce -2.2% 54,374 $6.8M
Leigh Baldwin & Co., LLC 3.63% Add +7.2% 54,350 $6.7M
Monetary Management Group Inc. 1.38% Add +4.6% 53,934 $6.7M
MidAtlantic Capital Management, Inc. 4.12% No change 53,392 $6.6M
Stage Harbor Financial, LLC 3.82% Add +2.6% 53,280 $6.6M
Xcelsior Advisor Partners LLC 0.87% Add +8.2% 53,094 $6.6M
Warner Group LLC 1.58% Add +74.3% 51,820 $6.4M
B. Riley Wealth Advisors, Inc. 0.35% Add +24.1% 52,671 $6.4M
Kingswood Wealth Advisors, LLC 0.26% Reduce -3.5% 51,647 $6.4M
Hudson Edge Investment Partners Inc. 0.87% No change 51,560 $6.4M
Total Clarity Wealth Management, Inc. 1.23% No change 51,160 $6.4M
Flagstar Securities, Inc. 1.91% Add +0.5% 50,997 $6.3M
Joel Isaacson & Co., LLC 0.18% Add +0.8% 50,970 $6.3M
Icon Wealth Advisors, LLC 0.38% Reduce -75.1% 50,879 $6.3M
Cassaday & Co Wealth Management LLC 0.12% Reduce -5.6% 50,701 $6.3M
Lowery Thomas, LLC 3.07% Reduce -8.9% 50,685 $6.3M
MTM Investment Management, LLC 1.79% Add +0.8% 50,651 $6.3M
Cordatus Wealth Management LLC 1.38% Add +0.8% 50,460 $6.3M
Intrua Financial, LLC 0.59% Add +5.4% 50,390 $6.3M
Pinnacle Wealth Planning Services, Inc. 0.60% Add +4.3% 50,334 $6.2M
Dynamic Advisor Solutions LLC 0.18% Add +2.9% 50,246 $6.2M
Spirepoint Private Client, LLC 0.50% Reduce -0.2% 50,168 $6.2M
Crestwood Advisors Group, LLC 0.09% Add +0.7% 49,789 $6.2M
CreativeOne Wealth, LLC 0.13% Reduce -3.1% 49,610 $6.2M
Essex Financial Services, Inc. 0.31% Add +1.1% 49,534 $6.2M
IFP Advisors, Inc 0.11% Add +1.0% 49,480 $6.1M
Berman McAleer LLC 0.71% Reduce -0.7% 49,100 $6.1M
Sigma Planning Corp 0.15% Reduce -8.0% 49,038 $6.1M
Jordan Park Group LLC 0.31% Reduce -1.3% 48,620 $6.0M
Alta Wealth Advisors LLC 1.63% Add +0.8% 48,535 $6.0M
W Advisors, LLC 2.72% No change 48,176 $6.0M
Colorado Capital Management, Inc. 2.03% Reduce -8.8% 48,008 $6.0M
Okabena Investment Services Inc. 1.06% Reduce -0.8% 47,932 $6.0M
Courier Capital LLC 0.30% Add +55.3% 47,931 $6.0M
City National Bank of Florida 2.49% Reduce -2.0% 47,790 $5.9M
Cordoba Advisory Partners LLC 1.25% Add +3.4% 47,652 $5.9M
GAMMA Investing LLC 0.22% Add +2.1% 47,583 $5.9M
Squarepoint Ops LLC 0.01% Reduce -53.9% 47,283 $5.9M
Fisher Asset Management 0.00% Reduce -24.2% 47,235 $5.9M
Foundation Wealth Management, LLC\PA 1.76% Reduce -5.1% 46,971 $5.8M
Savvy Advisors, Inc. 0.12% Reduce -2.0% 46,905 $5.8M
CPC Advisors, LLC 0.78% Reduce -3.8% 46,876 $5.8M
Simplicity Wealth,LLC 0.20% Add +19.1% 46,583 $5.8M
Huntington National Bank 0.04% Reduce -1.8% 46,334 $5.8M
Adirondack Trust Co. 1.71% Add +0.8% 46,168 $5.7M
Vista Capital Partners, Inc. 0.50% Reduce -0.6% 45,973 $5.7M
Harbour Investments, Inc. 0.08% Add +8.3% 45,880 $5.7M
Chicago Partners Investment Group LLC 0.11% Add +19.0% 47,876 $5.7M
Adirondack Capital Advisors, LLC 3.04% Reduce -0.9% 45,720 $5.7M
Affinity Capital Advisors, LLC 0.70% No change 45,932 $5.6M
JSF Financial, LLC 0.91% Add +1.3% 45,401 $5.6M
Disciplined Investments, LLC 1.82% Add +0.1% 45,338 $5.6M
Topel & Distasi Wealth Management, LLC 2.70% Reduce -1.5% 45,130 $5.6M
Krilogy Financial LLC 0.16% Add +2.9% 44,883 $5.6M
Wesbanco Bank Inc. 0.14% Reduce -0.1% 44,688 $5.5M
Lowe Brockenbrough & Co. Inc. 0.25% Reduce -13.0% 44,630 $5.5M
DSG Capital Advisors, LLC 0.78% No change 44,476 $5.5M
Cornerstone Wealth Advisors, Inc. 1.14% Reduce -6.6% 43,974 $5.5M
G2 Capital Management, LLC / Oh 1.19% Add +133.5% 43,806 $5.4M
Zacks Investment Management 0.04% Reduce -7.0% 43,792 $5.4M
Stonebridge Capital Advisors LLC 0.35% Reduce -4.0% 43,782 $5.4M
Central Pacific Bank - Trust Division 0.57% Add +13.8% 43,772 $5.4M
Lanark Financial, Inc. 0.37% Reduce -0.3% 43,549 $5.4M
Davis R M Inc. 0.08% Reduce -0.8% 43,336 $5.4M
Great Lakes Advisors, LLC 0.04% Reduce -0.6% 43,268 $5.4M
Brookstone Capital Management 0.05% Add +3.4% 43,115 $5.4M
Concord Investment Counsel Inc. 1.46% New 43,657 $5.3M
Verum Partners LLC 0.80% Add +0.9% 42,571 $5.3M
McCarthy Asset Management, Inc. 2.50% — 42,471 $5.3M
Paces Ferry Wealth Advisors, LLC 1.97% Reduce -0.7% 42,397 $5.3M
Vance Wealth, LLC 1.19% Reduce -3.9% 42,353 $5.3M
Foster Dykema Cabot & Partners, LLC 0.30% Reduce -1.0% 42,269 $5.2M
Avior Wealth Management, LLC 0.14% Reduce -5.7% 42,176 $5.2M
Segment Wealth Management, LLC 0.27% No change 42,136 $5.2M
Summit Wealth & Retirement Planning, Inc. 1.10% No change 41,871 $5.2M
Sigma Investment Counselors Inc. 0.25% Reduce -2.6% 41,693 $5.2M
Hancock Whitney Corp. 0.09% Reduce -42.9% 41,646 $5.2M
SilverOak Wealth Management LLC 0.66% No change 41,560 $5.2M
Atlas Brown,Inc. 1.37% Reduce -1.8% 41,163 $5.1M
Silver Oak Securities, Incorporated 0.31% Add +49.1% 40,983 $5.1M
Evanson Financial, LLC 0.25% — 40,758 $5.1M
Key Financial Inc 0.83% Reduce -2.3% 40,700 $5.1M
Wedbush Securities Inc. 0.13% Add +14.9% 40,687 $5.1M
Zions Bancorporation, National Association 0.30% Reduce -0.1% 40,623 $5.0M
CRA Financial Services, LLC 0.58% Add +1.9% 40,530 $5.0M
Capital Asset Advisory Services LLC 0.18% Reduce -0.1% 40,308 $5.0M
Jupiter Topco LLC 0.00% — 40,191 $5.0M
Ellis Investment Partners, LLC 0.75% Reduce -12.0% 39,922 $5.0M
Darwin Wealth Management, LLC 1.35% Add +2.1% 39,829 $4.9M
Etesian Wealth Advisors, Inc. 1.46% Reduce -0.9% 39,756 $4.9M
Aaron Wealth Advisors LLC 0.25% Reduce -0.2% 39,718 $4.9M
Thompson Siegel & Walmsley LLC 0.09% No change 39,688 $4.9M
Tandem Financial, LLC 1.59% Reduce -1.6% 39,682 $4.9M
Enclave Advisors LLC 0.64% No change 39,652 $4.9M
Diversified Portfolios, Inc. 0.35% Add +1.8% 39,168 $4.9M
Willner & Heller, LLC 3.03% No change 39,027 $4.8M
Sierra Capital LLC 0.47% No change 38,872 $4.8M
Legacy Financial Group, Inc. 1.12% Reduce -1.9% 38,816 $4.8M
Private Trust Co. NA 0.38% Reduce -0.3% 38,475 $4.8M
Bouvel Investment Partners, LLC 1.08% Reduce -0.3% 38,295 $4.8M
Mosaic Family Wealth Partners, LLC 0.32% Reduce -0.6% 38,191 $4.7M
Atwater Malick LLC 1.03% Add +1839.4% 38,168 $4.7M
Valley Forge Investment Consultants Inc. Adv 1.22% Reduce -0.3% 38,153 $4.7M
HighPoint Advisor Group LLC 0.17% Reduce -6.3% 38,084 $4.7M
Regal Investment Advisors LLC 0.25% Add +9.2% 38,081 $4.7M
Centerpoint Advisory Group 2.99% Reduce -1.0% 38,009 $4.7M
Beam Wealth Advisors, Inc. 1.04% New 37,918 $4.7M
RiverFront Investment Group, LLC 0.06% Add +12.8% 37,804 $4.7M
Chilton Investment Co. Inc. 0.11% Add +27.9% 37,798 $4.7M
Guidance Point Advisors, LLC 1.01% Reduce -0.7% 37,769 $4.7M
Capital Investment Advisors, LLC 0.06% Reduce -0.9% 37,756 $4.7M
Qube Research & Technologies Ltd 0.01% Add +627.3% 37,618 $4.7M
True Link Financial Advisors, LLC 0.27% Reduce -3.9% 37,424 $4.6M
Columbus Macro, LLC 0.45% Add +4.3% 37,329 $4.6M
Allstreet Capital Advisors LLC 2.98% Add +1.1% 36,929 $4.6M
Belpointe Asset Management LLC 0.15% Add +5.8% 36,711 $4.6M
Gryphon Financial Partners LLC 0.41% Add +6.2% 36,701 $4.6M
KMG Fiduciary Partners, LLC 0.42% Reduce -4.1% 36,643 $4.5M
Independent Financial Group, LLC 0.08% Reduce -1.4% 36,470 $4.5M
jvl associates llc 1.28% No change 36,448 $4.5M
Howland Capital Management LLC 0.16% No change 36,432 $4.5M
Friday Financial 1.21% Add +11.6% 37,180 $4.5M
Clark & Stuart, Inc 2.82% No change 36,238 $4.5M
Bollard Group LLC 0.14% Reduce -27.0% 36,092 $4.5M
Oxford Financial Group, LTD. LLC 0.23% Reduce -1.6% 35,948 $4.5M
Kintra Wealth, LLC 0.23% Add +21.5% 35,459 $4.5M
Aureum Wealth Management, LLC 2.76% Add +10.5% 35,867 $4.5M
Hillcrest Wealth Advisors - NY, LLC 1.59% Reduce -1.9% 35,800 $4.4M
KDK Private Wealth Management, LLC 3.68% Add +0.1% 35,727 $4.4M
Annex Advisory Services, LLC 0.08% Add +1.3% 35,687 $4.4M
Evergreen Wealth Partners LLC 2.65% Reduce -1.6% 35,566 $4.4M
Highline Wealth Partners LLC 0.90% Add +42.2% 35,537 $4.4M
Retirement Planning Group, LLC 0.11% Add +158.8% 35,471 $4.4M
GenWealth Group, Inc. 0.69% Add +2.0% 35,423 $4.4M
Permanent Capital Management, LP 0.58% Reduce -75.0% 35,109 $4.4M
Atlantic Edge Private Wealth Management, LLC 0.89% No change 35,068 $4.4M
Whittier Trust Co. of Nevada Inc. 0.08% Reduce -2.2% 35,822 $4.3M
Orser Capital Management, LLC 2.16% Add +0.2% 35,001 $4.3M
Clarion Wealth Managment Partners, LLC 3.51% No change 34,983 $4.3M
DeLarme Wealth Management, Inc. 2.51% Add +0.5% 34,794 $4.3M
Nolet Wealth Management, LLC 2.38% No change 34,688 $4.3M
Fiduciary Financial Group, LLC 0.49% Reduce -1.3% 34,574 $4.3M
Quotient Wealth Partners, LLC 0.10% Reduce -0.3% 34,500 $4.3M
Mainstream Capital Management LLC 2.56% Reduce -1.4% 34,265 $4.3M
Founders Financial Alliance, LLC 0.56% Reduce -0.4% 34,182 $4.2M
AdvisorNet Financial, Inc 0.19% Reduce -0.7% 34,151 $4.2M
Jane Street Group, LLC 0.00% New 34,120 $4.2M
Wharton Business Group, LLC 0.14% Reduce -0.3% 34,088 $4.2M
SVB Wealth LLC 0.27% Reduce -30.4% 34,040 $4.2M
Millennium Management 0.00% Add +95.3% 33,944 $4.2M
Massachusetts Financial Services Co. 0.00% Reduce -62.6% 33,736 $4.2M
HUB Investment Partners, LLC 0.08% Add +29.5% 33,438 $4.2M
TD Waterhouse Canada Inc. 0.01% Add +3.6% 33,750 $4.2M
Foundations Investment Advisors, LLC 0.04% Add +4.5% 33,322 $4.1M
Clark Capital Management Group, Inc. 0.02% Add +8.1% 33,284 $4.1M
Monograph Wealth Advisors, LLC 0.34% Reduce -0.6% 33,195 $4.1M
HORAN Wealth, LLC 0.51% Reduce -49.6% 33,160 $4.1M
Anchyra Partners LLC 0.99% Add +10.2% 33,120 $4.1M
Stonebridge Financial Planning Group, LLC 1.31% Reduce -7.0% 33,033 $4.1M
PGIM Custom Harvest LLC 0.05% Add +37.8% 32,870 $4.1M
Independence Bank of Kentucky 0.46% Add +2.4% 32,781 $4.1M
FAS Wealth Partners, Inc. 0.21% Reduce -1.1% 32,779 $4.1M
Quantum Portfolio Management LLC 1.46% Reduce -5.4% 32,702 $4.1M
Mayport, LLC 0.63% No change 32,560 $4.0M
Robinson Smith Wealth Advisors LLC 2.41% Reduce -0.2% 32,361 $4.0M
Greenleaf Trust 0.04% Add +7.3% 32,344 $4.0M
Towerpoint Wealth, LLC 1.39% Reduce -6.8% 32,264 $4.0M
SouthState Bank Corp 0.17% Add +0.9% 32,209 $4.0M
Integrity Alliance, Llc. 0.13% Add +208.7% 32,190 $4.0M
Summit Financial Strategies, Inc. 0.28% Reduce -14.0% 32,107 $4.0M
Argyle Capital Partners, LLC 2.51% Add +0.8% 32,103 $4.0M
Bartlett & Co. Wealth Management LLC 0.05% Reduce -74.7% 32,038 $4.0M
QRG Capital Management, Inc. 0.03% Add +16.1% 32,001 $4.0M
Capital Investment Advisory Services, LLC 0.25% Add +232.9% 31,972 $4.0M
Sendero Wealth Management, LLC 0.39% Reduce -8.3% 31,936 $4.0M
IFC Advisors LLC 0.50% No change 31,936 $4.0M
Noble Family Wealth, LLC 0.71% No change 31,880 $4.0M
Ducere Wealth Management LLC 1.19% Reduce -39.1% 31,783 $3.9M
Goelzer Investment Management, Inc. 0.17% No change 31,750 $3.9M
Mechanics Bank Trust Department 0.49% Reduce -0.6% 31,724 $3.9M
Strive Financial Group ,LLC 1.70% Add +263.3% 31,507 $3.9M
Indivisible Partners 0.22% Add +9.3% 31,463 $3.9M
Meridian Wealth Management, LLC 0.12% Reduce -6.7% 31,049 $3.9M
Trust Point Inc. 0.33% Reduce -1.0% 31,231 $3.9M
PAX Financial Group, LLC 0.58% Reduce -3.7% 31,204 $3.9M
Pachira Investments Inc. 1.46% No change 31,198 $3.9M
Retirement Management Systems Inc. 0.79% Add +2.4% 31,155 $3.9M
Glass Jacobson Investment Advisors llc 1.20% Add +0.7% 31,104 $3.9M
Goodman Financial Corp 0.60% No change 31,096 $3.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% Add +6.1% 30,886 $3.8M
Soltis Investment Advisors LLC 0.22% Add +1.9% 30,881 $3.8M
InvesTrust 1.47% No change 30,824 $3.8M
Meridian Management Co. 0.85% No change 30,620 $3.8M
Baker Tilly Wealth Management, LLC 0.81% Reduce -2.9% 30,562 $3.8M
Redhawk Wealth Advisors, Inc. 0.37% Reduce -9.4% 30,483 $3.8M
Ausdal Financial Partners, Inc. 0.15% Add +0.7% 30,470 $3.8M
ICONIQ Capital, LLC 0.11% No change 30,332 $3.8M
Family Capital Management, Inc. 1.46% No change 30,330 $3.8M
Brightwater Advisory LLC 2.37% Reduce -1.3% 30,268 $3.8M
CIBC Asset Management Inc 0.01% No change 30,138 $3.7M
Perennial Investment Advisors, LLC 0.25% Reduce -0.8% 30,085 $3.7M
Peddock Capital Advisors, LLC 0.74% Add +2.8% 29,969 $3.7M
Fiducient Advisors LLC 0.53% Reduce -3.0% 29,962 $3.7M
Transamerica Financial Advisors, LLC 0.31% Reduce -8.9% 29,678 $3.7M
Glenview Trust Co 0.05% Add +0.7% 29,644 $3.7M
Bogart Wealth, LLC 0.13% Add +0.3% 29,476 $3.7M
Canandaigua National Bank & Trust Co. 0.31% — 29,240 $3.6M
Kapstone Financial Advisors LLC 1.52% Reduce -0.3% 29,236 $3.6M
Certified Advisory Corp 0.29% Reduce -6.2% 29,088 $3.6M
Baron Financial Group, LLC 1.72% Reduce -1.5% 29,072 $3.6M
Ehrenkranz Partners L.P. 2.08% Reduce -1.3% 29,042 $3.6M
Klingman & Associates, LLC 0.15% No change 28,958 $3.6M
First United Bank & Trust 1.03% Reduce -0.4% 28,950 $3.6M
Burling Wealth Partners, LLC 0.53% No change 28,943 $3.6M
Premier Path Wealth Partners, LLC 0.41% Reduce -1.4% 28,890 $3.6M
Empower Advisory Group, LLC 0.01% Reduce -4.1% 28,846 $3.6M
Towercrest Capital Management 0.50% No change 28,805 $3.6M
Middleton & Co. Inc. 0.38% Reduce -1.0% 28,793 $3.6M
Elevation Wealth Partners, LLC 1.07% Add +0.2% 28,760 $3.6M
Flagship Harbor Advisors, LLC 0.14% Add +1.3% 28,717 $3.6M
Wealth Dimensions Group, Ltd. 0.64% Reduce -9.7% 28,602 $3.6M
Atlantic Union Bankshares Corp 0.06% Add +16.4% 28,597 $3.6M
Frank, Rimerman Advisors LLC 0.20% No change 28,568 $3.5M
Biltmore Family Office, LLC 0.46% No change 28,464 $3.5M
Texas Bank & Trust Co 1.16% Add +7.9% 28,463 $3.5M
ProVise Management Group, LLC 0.24% Reduce -0.6% 28,428 $3.5M
Koshinski Asset Management, Inc. 0.19% Add +17.6% 28,289 $3.5M
Q3 Asset Management 0.64% New 28,262 $3.5M
Ramirez Asset Management, Inc. 0.36% No change 28,200 $3.5M
Cahaba Wealth Management, Inc. 0.21% No change 28,200 $3.5M
DAVENPORT & Co LLC 0.02% Reduce -4.7% 28,198 $3.5M
GGM Financial LLC 1.32% Add +20.4% 28,026 $3.5M
Element Pointe Advisors, LLC 0.56% No change 27,972 $3.5M
Azimuth Capital Investment Management LLC 0.12% Reduce -1.6% 27,856 $3.5M
PKS Advisory Services, LLC 0.55% Add +308.8% 27,783 $3.4M
SG Americas Securities, LLC 0.00% Reduce -78.3% 27,747 $3.4M
Lee, Kelleher & Klein Wealth Management 1.80% Add +4.0% 27,706 $3.4M
First National Trust Co 0.12% Reduce -0.9% 27,639 $3.4M
Cypress Capital Group 0.32% No change 27,528 $3.4M
Verdence Capital Advisors LLC 0.18% Reduce -40.3% 27,507 $3.4M
MBL Wealth, LLC 0.23% Reduce -1.4% 27,468 $3.4M
Cullinan Associates Inc. 0.26% Reduce -0.7% 27,460 $3.4M
Tilson Financial Group, Inc. 0.94% No change 27,440 $3.4M
First Trust Advisors LP 0.00% Add +241.7% 27,281 $3.4M
Focus Financial Network, Inc. 0.10% Add +12.7% 27,091 $3.4M
Weaver Capital Management LLC 0.74% Reduce -75.0% 7,858 $3.4M
Sharkey, Howes & Javer 0.40% No change 26,963 $3.3M
NFSG Corp 0.41% Add +0.1% 26,935 $3.3M
SeaCrest Wealth Management, LLC 0.37% Reduce -9.6% 26,871 $3.3M
General Partner, Inc. 1.79% No change 26,784 $3.3M
Fund Evaluation Group, LLC 0.09% Add +53.5% 26,616 $3.3M
Alliance Wealth Management Group 0.64% No change 26,552 $3.3M
Aspiriant, LLC 0.08% Add +5.8% 26,435 $3.3M
Beaumont Financial Advisors, LLC 0.21% Add +0.1% 26,412 $3.3M
Insight 2811, Inc. 1.32% Add +0.2% 26,212 $3.3M
Formulate Financial LLC 3.42% Reduce -0.4% 26,141 $3.2M
Maryland Capital Advisors Inc. 1.04% — 26,116 $3.2M
Oarsman Capital, Inc. 0.34% Add +15.0% 26,115 $3.2M
Becker Capital Management Inc. 0.09% Reduce -0.3% 26,093 $3.2M
Cambridge Advisors Inc. 0.56% No change 26,036 $3.2M
Capital Analysts, LLC 0.07% Add +0.2% 25,811 $3.2M
Angeles Wealth Management, LLC 0.15% Reduce -0.6% 25,793 $3.2M
Radnor Capital Management, LLC 0.45% No change 25,772 $3.2M
Cornerstone Wealth Management, LLC 0.14% Reduce -0.4% 25,738 $3.2M
Cannell & Spears LLC 0.06% Reduce -1.1% 25,661 $3.2M
Partnership Wealth Management, LLC 2.15% Reduce -3.9% 25,647 $3.2M
Allegheny Financial Group 0.34% Add +2.0% 25,573 $3.2M
WealthShield Partners, LLC 0.48% Reduce -32.6% 25,503 $3.2M
Park National Corp. 0.09% Reduce -5.7% 25,178 $3.1M
Invested Advisors 2.76% Reduce -7.4% 25,091 $3.1M
Forum Finance Group S.A. 1.12% Reduce -0.3% 30,964 $3.1M
Moss Adams Wealth Advisors LLC 0.19% Reduce -0.1% 24,900 $3.1M
Evergreen Capital Management LLC 0.05% No change 24,884 $3.1M
Crewe Advisors LLC 0.22% Reduce -7.3% 24,743 $3.1M
Granite Harbor Advisors, Inc. 1.23% Reduce -8.3% 24,730 $3.1M
Addison Capital Co 0.50% Add +2.8% 24,718 $3.1M
Titleist Asset Management, LLC 0.21% Add +8.8% 24,668 $3.1M
Betterment LLC 0.01% Add +3.2% 24,645 $3.1M
Welch & Forbes LLC 0.04% Add +13.6% 24,588 $3.1M
Principal Securities, Inc. 0.04% Add +8.6% 24,579 $3.1M
Capital Group Private Client Services, Inc. 0.04% Add +10.1% 24,456 $3.0M
Proactive Wealth Strategies LLC 0.48% Reduce -1.3% 24,327 $3.0M
Cascade Financial Partners, LLC 0.26% Add +15.4% 24,224 $3.0M
CGN Advisors LLC 0.22% Reduce -3.1% 24,188 $3.0M
Wescott Financial Advisory Group, LLC 0.23% Reduce -1.0% 24,062 $3.0M
ALM First Financial Advisors, LLC 0.50% Reduce -17.7% 23,980 $3.0M
Brady Martz Wealth Solutions, LLC 0.45% Add +0.6% 23,976 $3.0M
Russell Investments Group, Ltd. 0.00% Reduce -0.6% 23,967 $3.0M
Independent Solutions Wealth Management, LLC 0.39% Add +42.5% 23,939 $3.0M
WealthBridge Capital Management, LLC 0.59% Add +1.2% 23,863 $3.0M
Beaton Management Co. Inc. 1.21% Reduce -0.6% 23,840 $3.0M
Cloud Capital Management, LLC 1.08% Reduce -7.0% 23,840 $3.0M
Auour Investments LLC 0.85% Reduce -0.8% 23,815 $3.0M
Chesley Taft & Associates LLC 0.11% Reduce -7.5% 23,684 $2.9M
Independent Advisor Alliance 0.07% Reduce -87.6% 23,662 $2.9M
Moody LYNN Lieberson & Walker, LLC 0.15% Reduce -0.4% 23,656 $2.9M
First National Bank Sioux Falls 0.80% Reduce -75.0% 6,247 $2.9M
James J. Burns & Company, LLC 0.32% Reduce -0.4% 23,557 $2.9M
Intelligence Driven Advisers, LLC 0.47% Reduce -2.1% 23,461 $2.9M
Vaquero Private Wealth, Ltd. 0.59% — 23,144 $2.9M
Wick Capital Partners, LLC 0.43% No change 22,987 $2.9M
Fortress Financial Group, LLC 1.42% Reduce -7.0% 22,980 $2.9M
Wellington Management Group LLP 0.00% Reduce -95.1% 22,929 $2.8M
Empirical Asset Management, LLC 0.64% Add +3.4% 22,914 $2.8M
Moneco Advisors, LLC 0.17% Reduce -0.3% 22,809 $2.8M
Flywheel Private Wealth LLC 1.40% Reduce -3.5% 22,796 $2.8M
Caldwell Trust Co 0.23% Add +9.5% 22,601 $2.8M
Texas Capital Bank Wealth Management Services Inc 0.15% Add +0.6% 22,589 $2.8M
Obermeyer Wealth Partners 0.11% Reduce -10.8% 22,508 $2.8M
Perissos Private Wealth Management, LLC 1.88% New 22,403 $2.8M
Blankinship & Foster, LLC 0.56% Reduce -0.2% 22,318 $2.8M
Detalus Advisors, LLC 0.54% No change 22,311 $2.8M
Trust Co of the South 0.39% No change 22,240 $2.8M
Sands Capital Management, LLC 0.01% New 22,200 $2.8M
Balentine LLC 0.10% No change 22,140 $2.7M
Nest Investments, LLC 2.07% Add +3.1% 21,954 $2.7M
Integrated Capital Management, Inc. 1.89% Add +5.4% 21,772 $2.7M
Northeast Planning Associates, Inc. / NH / 2.02% Reduce -2.1% 23,170 $2.7M
Lee Danner & Bass Inc. 0.16% No change 21,696 $2.7M
Investment Advisory Group, LLC 0.58% Add +0.2% 21,642 $2.7M
JP Wealth Management, Inc. 1.69% No change 21,600 $2.7M
Legacy Trust 0.47% Reduce -5.0% 21,501 $2.7M
NorthCoast Asset Management LLC 0.06% Reduce -8.3% 21,471 $2.7M
Index Technologies Group LLC 2.13% Reduce -4.9% 21,466 $2.7M
Old Mission Investment Co LLC 0.55% No change 21,426 $2.7M
Almanack Investment Partners, LLC. 0.34% Add +3.2% 21,420 $2.7M
Main Street Financial Solutions, LLC 0.17% Reduce -0.7% 21,402 $2.7M
Sterling Investment Counsel, LLC 0.62% Reduce -2.8% 21,357 $2.7M
International Assets Investment Management, LLC 0.16% Reduce -2.4% 21,508 $2.6M
Beacon Advisors Holdings, LLC 1.29% Reduce -3.9% 21,265 $2.6M
Magnus Financial Group LLC 0.19% Reduce -0.6% 21,105 $2.6M
Insigneo Advisory Services, LLC 0.10% Add +38.0% 21,100 $2.6M
Blue Bell Private Wealth Management, LLC 0.33% Add +1.2% 21,074 $2.6M
Bearing Point Capital, LLC 0.35% No change 20,964 $2.6M
RKL Wealth Management LLC 0.21% No change 20,780 $2.6M
Plante Moran Financial Advisors, LLC 0.12% Reduce -1.2% 20,745 $2.6M
Palisade Asset Management, LLC 0.24% Reduce -1.4% 20,716 $2.6M
Florida Trust Wealth Management Co 0.06% Add +3.3% 20,693 $2.6M
Luts & Greenleigh Group, Inc. 1.94% Reduce -1.1% 20,692 $2.6M
Investmark Advisory Group LLC 0.98% Reduce -0.2% 20,691 $2.6M
Sentinel Advisory Group, LLC 1.05% Reduce -1.9% 20,652 $2.6M
Plan Group Financial, LLC 0.53% New 20,555 $2.6M
Providence Capital Advisors, LLC 0.39% Reduce -1.6% 20,541 $2.6M
EverSource Wealth Advisors, LLC 0.09% Reduce -20.6% 20,458 $2.5M
Symphony Financial Services, Inc. 1.14% Add +1.2% 20,451 $2.5M
Cornerstone Wealth Group, LLC 0.15% Add +2.8% 20,406 $2.5M
IFG Advisors, LLC 0.35% No change 20,359 $2.5M
Trademark Financial Management, LLC 1.03% Reduce -8.3% 20,345 $2.5M
Salomon & Ludwin, LLC 0.21% Reduce -4.5% 20,517 $2.5M
Tarbox Family Office, Inc. 0.36% No change 20,298 $2.5M
Thrive Wealth Management, LLC 0.32% Add +39.7% 20,236 $2.5M
CCG Wealth Management, LLC 0.58% Reduce -0.4% 20,200 $2.5M
Acropolis Investment Management, LLC 0.10% No change 20,196 $2.5M
Tassel Capital Management, Inc. 1.17% No change 20,162 $2.5M
Great Waters Wealth Management 0.23% Reduce -0.5% 20,022 $2.5M
Robinson Value Management, Ltd. 1.33% Add +1275.0% 19,965 $2.5M
West Michigan Advisors, LLC 0.47% Reduce -11.6% 19,929 $2.5M
LVM Capital Management Ltd. 0.21% No change 19,908 $2.5M
Cannon Financial Strategists, Inc. 0.28% Reduce -4.4% 19,871 $2.5M
Performance Wealth Partners, LLC 0.06% Add +2.8% 19,843 $2.5M
Southern Michigan Bank & Trust 0.88% Add +5.8% 19,836 $2.5M
Tranquility Partners, LLC 0.84% Reduce -0.8% 19,794 $2.5M
Waterloo Capital, L.P. 0.14% New 19,769 $2.5M
Grant Street Asset Management, Inc. 0.40% Reduce -4.8% 19,691 $2.4M
Trilogy Capital Inc. 0.10% Reduce -3.1% 19,673 $2.4M
Ferguson Wellman Capital Management, Inc. 0.03% No change 19,660 $2.4M
Stonebridge Financial Group, LLC / MO 1.61% No change 19,539 $2.4M
Salem Investment Counselors Inc. 0.06% No change 19,476 $2.4M
Archer Investment Corp 0.46% No change 19,468 $2.4M
Colonial Trust Co / SC 0.31% Reduce -14.8% 19,459 $2.4M
Wealth Analytics Partners, LLC 0.87% Reduce -1.4% 19,522 $2.4M
Petix & Botte Co 0.48% Add +100.0% 19,348 $2.4M
Accurate Wealth Management, LLC 0.23% Add +224.8% 19,369 $2.4M
Global Trust Wealth Management LLC 1.65% Reduce -6.0% 19,321 $2.4M
BOK Financial Private Wealth, Inc. 0.12% Add +15.0% 19,277 $2.4M
Blueline Advisors LLC 1.66% Reduce -2.7% 19,262 $2.4M
Voisard Asset Management Group, Inc. 0.45% No change 19,136 $2.4M
Biondo Investment Advisors, LLC 0.29% Add +103.1% 19,132 $2.4M
Morton Capital Management LLC 0.32% Add +0.7% 19,078 $2.4M
PlanVest Financial, Inc 1.58% Add +7.1% 19,048 $2.4M
Mma Asset Management LLC 0.75% No change 19,032 $2.4M
Boyer Financial Services, Inc. 1.99% New 19,488 $2.4M
Tower Research Capital LLC (TRC) 0.06% Add +52355.6% 18,884 $2.3M
Turtle Creek Wealth Advisors, LLC 0.12% Add +4.4% 18,800 $2.3M
Fortis Capital Advisors, LLC 0.26% Add +15.4% 18,781 $2.3M
BIP Wealth, LLC 0.07% Add +9.3% 18,776 $2.3M
Home Federal Bank of Tennessee 0.50% Reduce -3.6% 18,748 $2.3M
Glassman Wealth Services 0.28% No change 18,716 $2.3M
Northeast Investment Management 0.09% No change 18,664 $2.3M
Rasp Wealth Solutions, LLC 0.77% — 18,603 $2.3M
Bensler, LLC 0.20% Reduce -1.8% 18,569 $2.3M
Alamar Capital Management, LLC 1.16% Reduce -5.5% 18,502 $2.3M
Clifford Group, LLC 1.59% Reduce -13.8% 18,497 $2.3M
Matrix Private Capital Group LLC 1.00% Reduce -1.3% 18,463 $2.3M
Zhang Financial LLC 0.07% Reduce -2.9% 18,458 $2.3M
Cornerstone Planning Group LLC 0.29% Reduce -76.3% 18,883 $2.3M
Thomasville National Bank 0.13% — 18,356 $2.3M
Boston Partners 0.00% Add +2514.3% 18,300 $2.3M
Ritholtz Wealth Management 0.03% Add +11.4% 18,292 $2.3M
Clearwave Capital, LLC 1.25% No change 18,280 $2.3M
Bedel Financial Consulting, Inc. 0.22% Add +1.2% 18,197 $2.3M
Transcend Capital Advisors, LLC 0.15% Reduce -6.9% 18,125 $2.3M
One Day In July LLC 0.15% Add +63.8% 17,933 $2.2M
Rockland Trust Co. 0.09% Reduce -9.1% 17,920 $2.2M
Cardiff Park Advisors, LLC 0.17% No change 17,893 $2.2M
Emprise Bank 0.82% Reduce -0.9% 17,881 $2.2M
Insight Inv LLC 1.04% Reduce -4.3% 17,790 $2.2M
Park Place Capital Corp 0.35% Reduce -8.9% 17,686 $2.2M
Rossmore Private Capital 0.18% No change 17,684 $2.2M
VeraBank, N.A. 0.36% Reduce -10.5% 17,672 $2.2M
Strategic Wealth Advisors LLC 1.87% Reduce -76.0% 4,621 $2.2M
Curated Wealth Partners LLC 0.25% No change 17,572 $2.2M
TCV Trust & Wealth Management, Inc. 0.16% No change 17,516 $2.2M
HMS Capital Management, LLC 0.81% No change 17,484 $2.2M
Valley National Advisers Inc. 0.24% No change 17,396 $2.2M
Roehl & Yi Investment Advisors, LLC 0.71% Reduce -0.3% 17,391 $2.2M
Westwood Holdings Group Inc. 0.02% Reduce -2.6% 17,376 $2.2M
Sage Capital Management, LLC 0.84% Add +0.2% 17,360 $2.2M
Secure Asset Management, LLC 0.30% Add +465.9% 17,317 $2.2M
Castle Wealth Management LLC 0.63% No change 17,232 $2.1M
HHM Wealth Advisors, LLC 0.22% No change 17,220 $2.1M
Cascade Wealth Advisors, Inc 0.86% Reduce -75.0% 17,116 $2.1M
Sfmg, LLC 0.13% No change 17,087 $2.1M
Asset Dedication, LLC 0.13% Reduce -4.4% 17,077 $2.1M
Cooper Financial Group 0.18% Reduce -16.4% 17,051 $2.1M
Cedarwood Wealth LLC 1.60% Add +5.6% 17,030 $2.1M
PFG Investments, LLC 0.08% Reduce -0.7% 16,953 $2.1M
Allodium Investment Consultants, LLC 0.89% Reduce -0.1% 16,944 $2.1M
Latitude Advisors, LLC 0.83% Add +58.5% 16,836 $2.1M
Evermay Wealth Management LLC 0.22% No change 16,824 $2.1M
ZWJ Investment Counsel Inc. 0.07% Add +54.9% 16,812 $2.1M
BSW Wealth Partners 0.23% Add +4.4% 16,806 $2.1M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -13.8% 16,747 $2.1M
Roman Butler Fullerton & Co. 0.49% Reduce -0.5% 17,026 $2.1M
Essex Bank 0.45% No change 16,620 $2.1M
Empowered Funds, LLC 0.01% Reduce -9.6% 16,599 $2.1M
Raab & Moskowitz Asset Management LLC 0.41% No change 16,588 $2.1M
Financial Perspectives, Inc 0.50% Add +5.9% 16,577 $2.1M
Brown Financial Advisory 0.86% Reduce -5.2% 16,563 $2.1M
Columbia Bank 0.46% Add +13.4% 16,538 $2.1M
RiverGlades Family Offices LLC 0.94% New 16,528 $2.1M
Beacon Financial Group 0.19% Reduce -6.7% 16,518 $2.1M
Broadview Financial Management, LLC 1.25% Reduce -2.3% 16,499 $2.0M
S.A. Mason LLC 0.63% No change 16,464 $2.0M
Avestar Capital, LLC 0.12% No change 16,372 $2.0M
Beacon Financial Advisory LLC 0.40% Reduce -9.8% 16,362 $2.0M
Brown, Lisle/Cummings, Inc. 0.45% No change 16,324 $2.0M
Private Wealth Asset Management, LLC 0.20% No change 16,304 $2.0M
Resonant Capital Advisors, LLC 0.10% Reduce -0.9% 16,261 $2.0M
Planning Alternatives Ltd. 0.22% Add +5.4% 16,252 $2.0M
Able Wealth Management LLC 0.46% Reduce -35.1% 16,202 $2.0M
Verus Capital Partners, LLC 0.11% No change 16,202 $2.0M
Manhattan West Asset Management, LLC 0.33% Add +39.2% 16,139 $2.0M
Zenith Solutions, Inc. 1.81% — 16,128 $2.0M
1834 Investment Advisors Co. 0.23% No change 16,055 $2.0M
Ellevest, Inc. 0.23% Add +4.6% 15,322 $2.0M
Revolve Wealth Partners, LLC 0.21% Reduce -9.0% 16,029 $2.0M
Aft, Forsyth & Company, Inc. 0.96% Reduce -15.6% 16,021 $2.0M
Burns J W & Co. Inc. 0.21% Reduce -1.6% 16,008 $2.0M
Pinebridge Investments LLC 0.02% Reduce -27.4% 15,960 $2.0M
Burke & Herbert Bank & Trust Co. 0.49% No change 15,948 $2.0M
Franklin, Parlapiano, Turner & Welch, LLC 0.45% No change 15,931 $2.0M
Flaharty Asset Management, LLC 2.79% Reduce -93.9% 16,096 $2.0M
Hoese & Co LLP 1.26% Reduce -24.9% 15,632 $1.9M
Tactive Advisors, LLC 0.48% Reduce -8.6% 15,595 $1.9M
First Hawaiian Bank 0.24% No change 15,548 $1.9M
National Bank of Canada 0.00% Reduce -5.1% 15,570 $1.9M
Twin Peaks Wealth Advisors, LLC 0.44% Reduce -24.3% 15,517 $1.9M
CWA Asset Management Group, LLC 0.06% Add +0.7% 15,508 $1.9M
RPg Family Wealth Advisory, LLC 0.32% No change 15,493 $1.9M
Risk Paradigm Group, LLC 1.51% No change 15,477 $1.9M
October Effect Ltd 1.81% Reduce -4.7% 15,471 $1.9M
Sheets Smith Wealth Management 0.19% Add +0.2% 15,357 $1.9M
Vigil Wealth Management, LLC 1.36% Reduce -1.8% 15,340 $1.9M
Stratos Wealth Advisors, LLC 0.10% Reduce -33.4% 15,327 $1.9M
Geneos Wealth Management Inc. 0.04% Add +1.4% 15,308 $1.9M
Donaldson Capital Management, LLC 0.05% Reduce -1.4% 15,303 $1.9M
Hicks Capital Management LLC 1.55% New 15,256 $1.9M
Pursue Wealth Partners LLC 1.06% No change 15,224 $1.9M
Decision Investments, Inc. 1.72% No change 15,220 $1.9M
Nikulski Financial, Inc. 0.41% Reduce -5.5% 15,201 $1.9M
Smartleaf Asset Management LLC 0.06% Reduce -75.0% 15,472 $1.9M
BlueChip Wealth Advisors LLC 0.72% No change 15,195 $1.9M
Earned Wealth Advisors, LLC 0.12% Add +4.2% 15,193 $1.9M
Mutual of America Capital Management LLC 0.02% New 15,174 $1.9M
Riverpoint Wealth Management Holdings, LLC 0.35% Add +8.9% 15,130 $1.9M
Ewa, LLC 0.34% No change 15,099 $1.9M
Castleark Management LLC 0.05% No change 15,080 $1.9M
Edgemoor Investment Advisors, Inc. 0.13% No change 15,048 $1.9M
BHK Investment Advisors, LLC 0.56% No change 15,045 $1.9M
Kovack Advisors, Inc. 0.09% Add +5.7% 15,091 $1.9M
National Philanthropic Trust 0.03% Reduce -12.2% 15,006 $1.9M
Legacy Capital Wealth Partners, LLC 0.36% Add +39.1% 15,006 $1.9M
HTG Investment Advisors, Inc. 0.48% No change 14,984 $1.9M
Midland Wealth Advisors, LLC 0.09% Reduce -2.9% 14,984 $1.9M
Traphagen Investment Advisors LLC 0.13% Add +84.0% 14,966 $1.9M
Jupiter Wealth Management LLC 0.74% Reduce -75.0% 14,940 $1.9M
Orgel Wealth Management, LLC 0.04% Add +25.5% 14,882 $1.8M
Wealthspire Retirement, LLC 0.10% Reduce -0.4% 14,877 $1.8M
WealthPlan Investment Management, LLC 0.09% Reduce -2.4% 14,854 $1.8M
Mason Investment Advisory Services, Inc. 0.07% Add +109.8% 14,824 $1.8M
Asempa Wealth Advisors 1.40% Reduce -14.6% 14,823 $1.8M
Ironwood Financial, llc 0.29% Reduce -2.5% 15,130 $1.8M
Brio Consultants, LLC 0.21% Reduce -75.2% 14,718 $1.8M
Davidson Trust Co. 0.71% Add +13.1% 14,717 $1.8M
Vanguard Advisers Inc. 0.01% Reduce -3.1% 14,705 $1.8M
Veracity Capital LLC 0.49% Reduce -26.8% 14,629 $1.8M
AAF Wealth Management, LLC 0.67% Add +2.7% 14,598 $1.8M
Laurel Wealth Advisors LLC 0.18% Reduce -75.0% 14,580 $1.8M
Autumn Glory Partners, LLC 0.51% Reduce -26.6% 14,549 $1.8M
Encompass Wealth Advisors, LLC 0.55% No change 14,534 $1.8M
Archford Capital Strategies, LLC 0.18% No change 14,508 $1.8M
Watershed Private Wealth LLC 0.51% Reduce -0.8% 14,497 $1.8M
Montis Financial, LLC 0.37% Reduce -16.8% 14,491 $1.8M
Carret Asset Management, LLC 0.16% No change 14,404 $1.8M
Eldridge Investment Advisors, Inc. 0.35% Add +8.0% 14,347 $1.8M
Sincerus Advisory, LLC 1.21% Reduce -1.4% 14,299 $1.8M
Advisory Resource Group 0.26% Reduce -0.5% 14,130 $1.8M
Aspen Grove Capital, LLC 0.25% No change 14,100 $1.8M
KCM Investment Advisors LLC 0.05% Reduce -10.1% 14,092 $1.7M
MWA Asset Management 0.79% Reduce -3.8% 14,046 $1.7M
Forum Private Client Group LLC 0.52% Reduce -0.3% 14,022 $1.7M
GAMCO Investors 0.02% No change 14,000 $1.7M
Keebeck Wealth Management 0.17% Add +4.4% 13,984 $1.7M
Amplius Wealth Advisors, LLC 0.13% Add +1.0% 13,977 $1.7M
Walkner Condon Financial Advisors LLC 0.20% No change 13,976 $1.7M
Townsend Asset Management Corp. /NC/ 0.55% Reduce -0.4% 13,925 $1.7M
Selective Wealth Management, Inc. 0.45% Reduce -75.0% 14,414 $1.7M
Golden State Wealth Management, LLC 0.16% Add +46.8% 13,856 $1.7M
TFR Capital, LLC. 0.48% Reduce -0.2% 13,852 $1.7M
Regimen Wealth, LLC 0.46% No change 13,837 $1.7M
American Trust 0.13% Add +2.0% 13,615 $1.7M
Stratos Investment Management, LLC 0.06% No change 13,607 $1.7M
Golden Road Advisors LLC 0.82% Add +2.5% 13,592 $1.7M
Financial Management Network Inc. 0.24% Add +0.4% 14,102 $1.7M
American Investment Services, Inc. 0.36% Reduce -1.4% 13,557 $1.7M
Manchester Capital Management LLC 0.22% Reduce -9.2% 13,556 $1.7M
Cardinal Point Capital Management ULC 0.09% Add +10.7% 13,487 $1.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +121.4% 13,461 $1.7M
Aspen Wealth Management LLC 0.28% Reduce -0.3% 13,410 $1.7M
Gateway Wealth Partners, LLC 0.10% Reduce -47.9% 13,338 $1.7M
Kanawha Capital Management LLC 0.11% Reduce -3.8% 13,337 $1.7M
Bayban 1.27% No change 13,320 $1.7M
Cambridge Financial Group, LLC 0.52% Reduce -25.8% 13,297 $1.7M
Falcon Wealth Planning 0.10% Reduce -0.6% 13,276 $1.6M
PFG Advisors 0.08% Reduce -2.0% 13,253 $1.6M
Partners in Financial Planning 0.25% No change 13,252 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Reduce -3.0% 13,240 $1.6M
Schnieders Capital Management, Llc. 0.22% No change 13,216 $1.6M
Breachway Investments LLC 2.46% Reduce -13.8% 13,168 $1.6M
Forefront Wealth Partners, LLC 0.51% Reduce -0.8% 13,142 $1.6M
Providence First Trust Co 0.46% Reduce -10.0% 13,139 $1.6M
HFG Advisors, Inc. 1.02% Add +1.9% 13,104 $1.6M
Maseco LLP 0.05% No change 13,078 $1.6M
Jacobi Capital Management LLC 0.08% Reduce -1.9% 13,046 $1.6M
Advus Financial Partners, LLC 0.37% No change 13,009 $1.6M
Appleton Partners Inc. 0.10% No change 13,009 $1.6M
Benchmark Financial Wealth Advisors, LLC 0.40% Reduce -2.4% 13,004 $1.6M
Greatmark Investment Partners, Inc. 0.18% No change 12,968 $1.6M
Ballast Advisors LLC 0.38% Reduce -1.8% 12,962 $1.6M
Peck Wealth Management, LLC 1.35% Reduce -0.8% 12,917 $1.6M
Beaird Harris Wealth Management, LLC 0.10% Reduce -5.4% 12,915 $1.6M
Parisi Gray Wealth Management 0.33% Reduce -2.5% 12,888 $1.6M
Kera Capital Partners, Inc. 0.15% No change 12,868 $1.6M
Founders Financial Securities LLC 0.08% No change 12,831 $1.6M
Westmount Partners, LLC 0.35% Add +0.8% 12,819 $1.6M
17 Capital Partners, LLC 0.72% Add +9.5% 12,797 $1.6M
Realta Investment Advisors 0.49% Add +10.6% 12,754 $1.6M
Facet Wealth, Inc. 0.02% Reduce -2.9% 12,744 $1.6M
Quadrant Capital Group LLC 0.04% Reduce -1.6% 12,732 $1.6M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -1.5% 12,730 $1.6M
Gallacher Capital Management LLC 0.89% Reduce -20.3% 12,722 $1.6M
MW Advisory, LLC 0.63% — 12,710 $1.6M
Atalanta Sosnoff Capital, LLC 0.03% Add +4.3% 12,655 $1.6M
True North Advisors, LLC 0.15% Reduce -2.8% 12,608 $1.6M
Sharp Wealth Advisory, LLC 0.72% Reduce -1.8% 12,535 $1.6M
Daymark Wealth Partners, LLC 0.04% Add +211.6% 12,502 $1.6M
Mattern Capital Management, LLC 0.18% Reduce -0.4% 12,501 $1.6M
GW Henssler & Associates Ltd. 0.07% Reduce -2.7% 12,492 $1.6M
Verus Wealth Management, LLC 1.28% No change 12,488 $1.6M
Boyum Wealth Architects LLC 0.62% Reduce -76.1% 12,726 $1.5M
Capital Investment Counsel, LLC 0.19% Reduce -13.7% 12,457 $1.5M
Bailard, Inc. 0.03% Add +0.4% 12,418 $1.5M
Barclays PLC 0.00% Add +456.9% 12,386 $1.5M
Rothschild Wealth LLC 0.12% Reduce -2.4% 12,370 $1.5M
Asset Management Group, Inc. 0.22% No change 12,340 $1.5M
Financial Partners Group, Inc 0.16% Add +0.7% 12,337 $1.5M
Portland Global Advisors LLC 0.15% No change 12,332 $1.5M
Smithbridge Asset Management Inc. 0.21% Reduce -0.1% 12,323 $1.5M
Arista Wealth Management, LLC 0.16% No change 12,304 $1.5M
J. Safra Sarasin Holding AG 0.02% No change 12,508 $1.5M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +0.2% 12,284 $1.5M
Chicago Capital, LLC 0.04% Add +0.5% 12,254 $1.5M
Pacific Capital Wealth Advisors, Inc. 0.23% Reduce -5.6% 12,240 $1.5M
Coastal Bridge Advisors, LLC 0.09% Reduce -1.0% 12,225 $1.5M
Wellington Grp LLC 0.40% Reduce -0.8% 12,208 $1.5M
LS Investment Advisors, LLC 0.21% No change 12,204 $1.5M
Tortoise Investment Management, LLC 0.11% No change 12,172 $1.5M
Code Waechter LLC 0.78% No change 12,160 $1.5M
Greenwood Gearhart LLC 0.07% No change 12,153 $1.5M
Destination Wealth Management 0.04% Add +4.7% 12,128 $1.5M
Strategies Wealth Advisors, LLC 0.13% Add +61.3% 12,110 $1.5M
Silicon Valley Capital Partners 0.12% No change 12,084 $1.5M
Riverview Capital Advisers, LLC 0.43% Reduce -3.5% 12,075 $1.5M
Banco Santander, S.A. 0.01% New 12,000 $1.5M
Farmers National Bank 0.31% Reduce -3.1% 11,948 $1.5M
M. Kulyk & Associates, LLC 0.24% Reduce -4.0% 11,948 $1.5M
Chapin Davis, Inc. 0.26% Reduce -3.1% 11,925 $1.5M
United Bank 0.17% No change 11,904 $1.5M
Atala Financial Inc 0.90% No change 11,900 $1.5M
First Commonwealth Financial Corp 0.21% Reduce -4.9% 11,864 $1.5M
Harvest Investment Services, LLC 0.23% Reduce -14.5% 11,835 $1.5M
LRI Investments, LLC 0.12% Reduce -56.4% 11,812 $1.5M
Barnes Pettey Financial Advisors, LLC 0.46% Reduce -0.2% 11,808 $1.5M
Balboa Wealth Partners 0.20% Add +51.1% 11,768 $1.5M
Northstar Financial Companies, Inc. 0.98% Add +65.5% 11,757 $1.5M
Principle Wealth Partners LLC 0.07% Add +13.3% 11,756 $1.5M
Kesler, Norman & Wride, LLC 0.23% No change 11,728 $1.5M
Ledyard National Bank 0.12% No change 11,608 $1.4M
Pin Oak Investment Advisors Inc. 1.02% Add +28.6% 11,598 $1.4M
Smith Salley Wealth Management 0.06% Reduce -5.7% 11,596 $1.4M
Rollins Financial Advisors, LLC 0.19% No change 11,562 $1.4M
Bienville Capital Management, LLC 0.21% New 11,540 $1.4M
SmartHarvest Portfolios, LLC 0.46% Add +1.0% 11,532 $1.4M
CBIZ Investment Advisory Services, LLC 0.05% Reduce -75.0% 3,353 $1.4M
Centennial Bank 0.46% Reduce -6.4% 11,490 $1.4M
Heartwood Wealth Advisors LLC 0.11% Reduce -2.4% 11,485 $1.4M
Steph & Co. 0.36% Add +0.3% 11,484 $1.4M
Strategic Blueprint, LLC 0.07% Reduce -6.0% 11,471 $1.4M
Alteri Wealth LLC 0.39% No change 11,443 $1.4M
Hurley Capital, LLC 0.73% No change 11,412 $1.4M
Ballew Advisors, Inc 0.73% Reduce -3.0% 11,674 $1.4M
Armstrong, Fleming & Moore, Inc 0.47% Reduce -0.9% 11,388 $1.4M
XTX Topco Ltd 0.02% Add +476.6% 11,371 $1.4M
WestHill Financial Advisors, Inc. 0.24% No change 11,321 $1.4M
Rockbridge Investment Management, LCC 0.11% No change 11,276 $1.4M
First Manhattan Co. Llc. 0.00% Add +11.2% 11,256 $1.4M
Symphony Financial, Ltd. Co. 0.15% Add +12.9% 11,440 $1.4M
TAGStone Capital, Inc. 0.44% Reduce -0.3% 11,234 $1.4M
Heritage Investment Group, Inc. 0.19% Reduce -41.9% 11,232 $1.4M
Black Diamond Financial, LLC 0.12% No change 11,232 $1.4M
Pine Valley Investments Ltd Liability Co 0.06% Reduce -0.8% 11,226 $1.4M
Wedmont Private Capital 0.04% Add +2.2% 11,215 $1.4M
TFC Financial Management, Inc. 0.15% Add +11.6% 11,193 $1.4M
Bci Securities, Inc. 11.97% No change 11,188 $1.4M
Maxele Advisors, LLC 0.97% — 11,154 $1.4M
Interchange Capital Partners, LLC 0.26% Reduce -2.6% 11,147 $1.4M
Wealthstar Advisors, LLC 0.69% Reduce -2.9% 11,142 $1.4M
ASL Financial, LLC 0.97% Reduce -4.3% 11,121 $1.4M
GLR Partners, LLC 0.64% Reduce -0.8% 11,107 $1.4M
Latko Wealth Management, Ltd. 0.59% Add +31.3% 11,106 $1.4M
Wealthedge Investment Advisors, LLC 0.47% Reduce -11.3% 11,074 $1.4M
Uptick Partners, LLC 0.21% Add +29.7% 11,059 $1.4M
Flagship Private Wealth, LLC 0.48% No change 11,035 $1.4M
KLCM Advisors, Inc. 0.11% Add +2.4% 10,980 $1.4M
Plancorp, LLC 0.03% Reduce -52.3% 11,144 $1.4M
Anderson Hoagland & Co. 0.11% Reduce -0.9% 10,908 $1.4M
Berkeley Capital Partners, LLC 0.28% No change 10,907 $1.4M
Seneca Financial Advisors LLC 0.35% No change 10,887 $1.4M
Cozad Asset Management Inc. 0.09% Add +2.0% 10,844 $1.3M
Petredis Investment Advisors LLC 0.09% Add +0.3% 10,841 $1.3M
American Financial & Tax Strategies Inc. 0.61% Reduce -0.2% 10,832 $1.3M
Fairvoy Private Wealth, LLC 0.27% No change 10,816 $1.3M
First City Capital Management, Inc. 0.65% No change 10,816 $1.3M
Advisors Capital Management, LLC 0.01% Reduce -34.5% 10,806 $1.3M
Naviter Wealth, LLC 0.12% Add +3.1% 10,800 $1.3M
Waterfront Wealth Inc. 0.21% No change 10,792 $1.3M
Stanley-Laman Group, Ltd. 0.14% No change 10,768 $1.3M
Carnegie Investment Counsel 0.03% Reduce -0.7% 10,727 $1.3M
Integrated Advisors Network LLC 0.06% Reduce -16.8% 10,722 $1.3M
Kestra Investment Management, LLC 0.03% Add +63.7% 10,708 $1.3M
FWL Investment Management, LLC 0.24% No change 10,700 $1.3M
Rice Partnership, LLC 0.16% No change 10,648 $1.3M
R.H. Investment Group, LLC 0.99% No change 10,592 $1.3M
Insight Advisors, LLC/ PA 0.23% No change 10,565 $1.3M
Goldstein Advisors, LLC 0.12% Reduce -0.9% 10,549 $1.3M
Aventura Private Wealth, LLC 0.40% Reduce -1.6% 10,548 $1.3M
Spinnaker Trust 0.06% No change 10,544 $1.3M
Wealth Alliance, LLC 0.11% Add +365.5% 10,539 $1.3M
Theory Financial LLC 0.41% Add +2.5% 10,524 $1.3M
Nations Financial Group Inc, /Ia/ 0.06% Reduce -3.5% 10,513 $1.3M
Keystone Wealth Services, LLC 0.24% Reduce -1.6% 10,506 $1.3M
Per Stirling Capital Management, LLC. 0.12% Add +0.3% 10,494 $1.3M
Harbor Asset Planning, Inc. 0.98% Reduce -3.3% 10,487 $1.3M
TBH Global Asset Management, LLC 0.24% Reduce -1.0% 10,474 $1.3M
Tannin Capital LLC 0.85% No change 10,472 $1.3M
Tyche Wealth Partners LLC 0.18% Add +12.6% 10,459 $1.3M
Diversified Enterprises, LLC 0.06% Reduce -19.0% 10,440 $1.3M
Baker Boyer National Bank 0.35% Reduce -7.4% 10,408 $1.3M
Trivium Point Advisory, LLC 0.12% Reduce -0.8% 10,392 $1.3M
First Bank & Trust 0.19% No change 10,376 $1.3M
Smithfield Trust Co 0.05% No change 10,376 $1.3M
Sprinkle Financial Consultants LLC 0.51% Add +2.3% 10,372 $1.3M
Financial Plan, Inc. 0.12% No change 10,360 $1.3M
Sand Hill Global Advisors, LLC 0.04% Reduce -1.8% 10,336 $1.3M
Apollon Financial, LLC 0.15% No change 10,332 $1.3M
Fortis Group Advisors, LLC 0.20% No change 10,328 $1.3M
Woodmont Investment Counsel LLC 0.07% No change 10,312 $1.3M
Csenge Advisory Group 0.05% Reduce -0.4% 10,303 $1.3M
COFG Advisors, LLC 0.22% No change 10,301 $1.3M
CoreCap Advisors, LLC 0.04% Reduce -0.7% 10,298 $1.3M
Everett Harris & Co. 0.02% No change 10,292 $1.3M
Foster Group, Inc. 0.03% Add +2.4% 10,285 $1.3M
United Advisor Group, LLC 0.14% Reduce -2.4% 10,282 $1.3M
CFS Investment Advisory Services, LLC 0.08% No change 10,509 $1.3M
Yanni & Associates Investment Advisors, LLC 1.17% Reduce -13.1% 10,253 $1.3M
Tull Financial Group, Inc. 0.50% Reduce -6.0% 10,239 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% Add +44.3% 10,191 $1.3M
Hamilton Point Investment Advisors, LLC 0.18% No change 10,180 $1.3M
Norris Perne & French LLP 0.05% Reduce -6.4% 10,180 $1.3M
Financial Sense Advisors, Inc. 0.27% Add +4.3% 10,176 $1.3M
Sage Private Wealth Group, LLC 0.57% Add +11.9% 10,137 $1.3M
Private Advisory Group LLC 0.07% Reduce -11.7% 10,119 $1.3M
Lyell Wealth Management, LP 0.08% Reduce -5.6% 10,100 $1.3M
Nova R Wealth, Inc. 0.37% No change 10,086 $1.3M
Presilium Private Wealth, LLC 0.19% No change 10,080 $1.3M
MLG Wealth Management DBA Pine Grove Financial Group 0.13% Add +1.3% 10,077 $1.3M
Evolution Wealth Advisors, LLC 0.15% Add +220.7% 10,057 $1.2M
Nicholas Hoffman & Company, LLC. 0.03% Reduce -2.2% 10,054 $1.2M
Tennessee Valley Asset Management Partners 0.14% Reduce -0.2% 10,052 $1.2M
Kavar Capital Partners Group, LLC 0.15% No change 10,012 $1.2M
First American Trust, FSB 0.07% Add +19.4% 9,953 $1.2M
Topsail Wealth Management, LLC 0.16% No change 9,944 $1.2M
MA Private Wealth 0.18% No change 9,940 $1.2M
Galvin, Gaustad & Stein, LLC 0.09% Reduce -9.2% 9,904 $1.2M
Beacon Capital Management, LLC 0.18% Add +2.8% 9,874 $1.2M
Bank of New Hampshire 0.26% Reduce -2.5% 9,866 $1.2M
NWK Group, Inc. 0.38% Reduce -1.4% 9,850 $1.2M
Signal Advisors Wealth, LLC 0.06% Reduce -1.3% 9,832 $1.2M
Texas Yale Capital Corp. 0.03% Add +4.2% 9,832 $1.2M
Reston Wealth Management LLC 0.33% Add +6.8% 9,819 $1.2M
IMA Advisory Services, Inc. 0.08% Add +212.9% 9,813 $1.2M
Capital Advisors Inc. 0.02% Add +9.2% 9,764 $1.2M
Madison Asset Management, LLC 0.01% No change 9,760 $1.2M
Meeder Advisory Services, Inc. 0.04% Add +12.9% 9,703 $1.2M
Clark Asset Management, LLC 0.09% Add +7.2% 9,681 $1.2M
Intrust Bank NA 0.09% Reduce -45.9% 9,680 $1.2M
Howe & Rusling Inc. 0.07% Add +32.8% 9,595 $1.2M
Pacific Financial Group Inc. 0.57% No change 9,510 $1.2M
Magnolia Private Wealth, LLC 0.65% No change 9,492 $1.2M
Clear Creek Financial Management, LLC 0.08% Reduce -7.8% 9,475 $1.2M
FFT Wealth Management LLC 0.18% Add +101.5% 9,471 $1.2M
Vericrest Private Wealth 1.04% No change 9,456 $1.2M
Kelman-Lazarov, Inc. 0.15% No change 9,440 $1.2M
NorthCrest Asset Manangement, LLC 0.03% Reduce -3.1% 9,452 $1.2M
Stockman Wealth Management, Inc. 0.12% Add +11.6% 9,364 $1.2M
GEM Asset Management, LLC 0.46% Add +4.7% 9,326 $1.2M
First National Bank & Trust Co. of Newtown 0.24% Add +72.1% 9,784 $1.2M
Compton Wealth Advisory Group, LLC 0.23% No change 9,387 $1.2M
Higgins & Schmidt Wealth Strategies LLC 0.48% Reduce -8.6% 9,295 $1.2M
Integrity Advisory Solutions, LLC 0.12% New 9,295 $1.2M
Clearbridge Investments, LLC 0.00% Reduce -57.7% 9,260 $1.1M
RFG - Bristol Wealth Advisors, LLC 0.28% Add +7.7% 9,247 $1.1M
Strategic Financial Services, Inc. 0.05% Reduce -0.9% 9,239 $1.1M
LongView Wealth Management 0.29% Reduce -13.2% 9,214 $1.1M
Kathmere Capital Management, LLC 0.06% No change 9,205 $1.1M
Castleview Partners, LLC 0.50% Reduce -3.6% 9,191 $1.1M
Thoroughbred Financial Services, LLC 0.05% Reduce -0.7% 9,173 $1.1M
Rosenblum Silverman Sutton S F Inc. 0.27% Add +0.7% 9,159 $1.1M
Parsons Capital Management Inc. 0.05% Add +1.2% 9,120 $1.1M
Trust Co. of Vermont 0.04% — 9,092 $1.1M
Crumly & Associates Inc. 0.22% Reduce -6.3% 9,080 $1.1M
FourThought Financial Partners, LLC 0.09% No change 9,079 $1.1M
SpringVest Wealth Management LLC 0.71% Reduce -0.4% 9,068 $1.1M
Elevatus Welath Management 0.27% No change 9,028 $1.1M
Verus Financial Partners, Inc. 0.10% Reduce -0.4% 8,988 $1.1M
Wealth Architects, LLC 0.09% No change 8,980 $1.1M
West Paces Advisors Inc. 0.19% Reduce -6.1% 8,955 $1.1M
Rossby Financial, LCC 0.20% Add +19.8% 8,926 $1.1M
Eight 31 Financial, LLC 0.66% Add +4.7% 8,911 $1.1M
Lee Financial Co 0.14% No change 8,908 $1.1M
Oak Wealth Advisors LLC 0.53% No change 8,896 $1.1M
Prevail Innovative Wealth Advisors, LLC 0.16% Add +215.9% 8,834 $1.1M
Anson Capital, Inc. 0.71% No change 8,800 $1.1M
Juncture Wealth Strategies, LLC 0.28% No change 8,796 $1.1M
Orrstown Financial Services Inc. 0.16% No change 8,780 $1.1M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -0.6% 8,780 $1.1M
Pallas Capital Advisors LLC 0.03% Reduce -1.9% 8,765 $1.1M
Leonard Rickey Investment Advisors P.L.L.C. 0.17% No change 8,751 $1.1M
Prosperity Planning, Inc. 0.35% No change 8,747 $1.1M
Coastline Trust Co 0.10% Reduce -16.2% 8,746 $1.1M
Fiduciary Alliance LLC 0.07% Reduce -55.0% 8,705 $1.1M
Jamison Private Wealth Management, Inc. 0.11% Add +4.9% 8,700 $1.1M
Three Bearings Fiduciary Advisors, Inc. 0.97% Reduce -1.7% 8,684 $1.1M
Beese Fulmer Investment Management, Inc. 0.06% Reduce -5.1% 8,676 $1.1M
Johnson Financial Group, LLC 0.06% Add +41.3% 8,632 $1.1M
Elm Partners Management LLC 0.04% Reduce -8.0% 8,621 $1.1M
Private Wealth Advisors, LLC 0.32% Reduce -2.5% 8,590 $1.1M
Pension & Wealth Management Advisors, Inc. 0.29% No change 8,588 $1.1M
TritonPoint Partners, LLC 0.09% Add +47.1% 8,586 $1.1M
Country Trust Bank 0.02% Add +1.7% 8,556 $1.1M
Wealthgarden F.S. LLC 0.60% No change 8,513 $1.1M
Z3 Capital Partners, LLC 0.22% Reduce -8.0% 8,486 $1.1M
Ruggiero Investments, Inc. 0.89% Reduce -21.4% 8,470 $1.1M
SHP Wealth Management 0.07% Reduce -0.3% 8,463 $1.1M
Curran Financial Partners, LLC 0.16% No change 8,461 $1.1M
Addison Advisors LLC 0.50% Reduce -30.0% 8,458 $1.1M
YHB Investment Advisors, Inc. 0.07% Add +1.1% 8,436 $1.0M
Sightline Wealth Advisors, LLC 0.38% Reduce -1.1% 8,434 $1.0M
Axis Wealth Partners, LLC 0.50% Reduce -4.6% 8,433 $1.0M
EdgeRock Capital LLC 0.24% Reduce -6.5% 8,426 $1.0M
KilterHowling LLC 0.47% No change 8,379 $1.0M
LBMC Investment Advisors, LLC 0.06% Add +2.7% 8,373 $1.0M
Atwood & Palmer Inc. 0.06% No change 8,368 $1.0M
NBT Bank, N.A. 0.07% No change 8,352 $1.0M
Weaver Consulting Group 0.21% No change 8,344 $1.0M
Henrickson Nauta Wealth Advisors, Inc. 0.25% Add +7.6% 8,328 $1.0M
Precedent Wealth Partners, LLC 0.17% Add +197.2% 8,309 $1.0M
Bank of Hawaii 0.05% No change 8,304 $1.0M
Presidio Capital Management, LLC 0.26% Reduce -17.3% 8,283 $1.0M
Advisory Solutions Group, LLC 0.35% — 8,271 $1.0M
YANKCOM Partnership 0.37% Reduce -5.5% 8,255 $1.0M
Resolute Wealth Advisor, Inc. 0.58% Reduce -75.0% 2,403 $1.0M
Kaydan Wealth Management, Inc. 0.31% No change 8,248 $1.0M
Advisory Alpha, LLC 0.03% Add +0.5% 8,239 $1.0M
Demars Financial Group, LLC 0.28% No change 8,236 $1.0M
Benjamin Edwards Inc. 0.01% Add +17.8% 8,213 $1.0M
Fulton Breakefield Broenniman LLC 0.06% Add +173.3% 8,209 $1.0M
WNY Asset Management, LLC 0.09% Reduce -5.4% 8,204 $1.0M
3 Factor Indexing, LLC 0.86% Reduce -2.4% 8,184 $1.0M
Integrity Wealth Solutions LLC 0.38% Reduce -0.3% 8,175 $1.0M
Sovereign Financial Group, Inc. 0.16% No change 8,168 $1.0M
Hubbell Strickland Wealth Management, LLC 0.37% No change 8,163 $1.0M
Platform Technology Partners 0.17% Reduce -1.2% 8,155 $1.0M
Core Wealth Advisors, Inc. 0.20% Add +2.8% 8,144 $1.0M
Pps&v Asset Management Consultants, Inc. 0.55% No change 8,144 $1.0M
Sage Rhino Capital LLC 0.17% Add +1.7% 8,136 $1.0M
Operose Advisors LLC 0.20% Reduce -11.1% 8,124 $1.0M
Washington Trust Bank 0.07% Add +6.3% 8,118 $1.0M
William Howard & Co Financial Advisors Inc 0.78% No change 8,102 $1.0M
Mascagni Wealth Management, Inc. 0.62% Reduce -6.2% 8,100 $1.0M
JTC Employer Solutions Trustee Ltd 0.08% No change 8,064 $1.0M
TRUE Private Wealth Advisors 0.09% No change 8,060 $1.0M
Navis Wealth Advisors, LLC 0.38% No change 8,000 $993K
Victory Financial Group, LLC 0.10% Reduce -2.6% 7,974 $990K
Washington Trust Advisors, Inc. 0.07% Add +2.9% 7,969 $989K
Nvwm, LLC 0.20% New 7,897 $981K
JB Capital LLC 0.03% Add +2.2% 7,893 $980K
North Star Investment Management Corp. 0.05% Reduce -1.0% 7,888 $980K
MMBG Investment Advisors Co. 0.08% No change 7,874 $978K
Elyxium Wealth, LLC 0.10% Reduce -1.1% 7,864 $976K
Little House Capital LLC 0.22% Add +3.1% 7,856 $975K
Impact Capital Partners LLC 0.27% Add +56.7% 7,853 $975K
Magnolia Capital Advisors LLC 0.17% Reduce -2.2% 7,834 $973K
Hazlett, Burt & Watson, Inc. 0.26% Reduce -1.0% 7,835 $972K
Towne Trust Company, N.A 0.30% Add +2.1% 7,825 $972K
Signature Wealth Management Partners, LLC 0.45% Reduce -2.6% 7,820 $971K
Activest Wealth Management 0.19% Reduce -60.6% 7,808 $970K
Cambria Investment Management, L.P. 0.05% Add +23.7% 7,798 $968K
Blue Chip Partners, LLC 0.06% No change 7,794 $968K
Stegner Investment Associates Inc. 0.46% No change 7,780 $966K
Allred Capital Management, LLC 0.32% No change 7,728 $960K
Gibson Capital, LLC 0.16% No change 7,720 $959K
Aufman Associates Inc 0.38% No change 7,708 $957K
Wealth Science Advisors LLC 0.43% No change 7,704 $957K
Lam Group, Inc. 0.47% No change 7,700 $956K
Triad Wealth Partners, LLC 0.06% Add +18.7% 7,891 $954K
Muirfield Wealth Advisors LLC 0.62% No change 7,677 $953K
Vanguard Personalized Indexing Management, LLC 0.01% Add +5.0% 7,671 $953K
Parker Financial LLC 0.35% No change 7,668 $952K
Sandy Cove Advisors, LLC 0.24% No change 7,663 $951K
Weatherly Asset Management L. P. 0.07% No change 7,660 $951K
Parr McKnight Wealth Management Group, LLC 0.11% Reduce -9.9% 7,652 $950K
Trust Co. of Toledo NA 0.08% Add +0.9% 7,652 $950K
Citizens & Northern Corp. 0.22% Reduce -6.0% 7,638 $948K
King Wealth Management Group 0.10% Reduce -0.8% 7,628 $947K
Strathmore Capital Advisors, Inc. 0.25% No change 7,800 $946K
Francis Financial, Inc. 0.15% Add +26.3% 7,586 $942K
Lionshead Wealth Management, LLC 0.61% Add +0.6% 7,506 $932K
Paladin Partners, LLC 0.61% No change 7,484 $929K
Hanover Advisors Inc. 0.33% No change 7,476 $928K
Union Savings Bank 0.37% Reduce -10.4% 7,468 $927K
Retirement Solution LLC 0.18% Add +6.4% 7,464 $927K
Brogan Financial, Inc. 0.37% No change 7,454 $926K
St. Clair Advisors, LLC 0.24% Reduce -44.0% 7,449 $925K
Nabity-Jensen Investment Management Inc 0.57% Reduce -3.6% 7,447 $925K
Marino, Stram & Associates LLC 0.15% Reduce -4.0% 7,437 $923K
Motco 0.08% No change 7,432 $923K
Payne Capital LLC 0.77% No change 7,400 $919K
Oxler Private Wealth LLC 0.26% Add +0.2% 7,397 $919K
Harbor Group, Inc. 0.11% No change 7,393 $918K
Argus Investors' Counsel, Inc. 0.71% Reduce -11.7% 7,390 $918K
Sunpointe, LLC 0.26% No change 7,374 $916K
Harfst & Associates, Inc. 0.14% Reduce -11.0% 7,352 $913K
Liberty Capital Management, Inc. 0.16% — 7,332 $910K
Twin Focus Capital Partners, LLC 0.09% No change 7,332 $910K
Greenhouse Wealth Management, LLC 0.64% No change 7,332 $910K
FSM Wealth Advisors, LLC 0.10% Reduce -1.8% 7,317 $909K
Acima Private Wealth, LLC 0.26% No change 7,316 $908K
Barnett & Company, Inc. 0.67% Add +4.3% 7,300 $906K
Cassia Capital Partners, LLC 0.44% No change 7,280 $904K
CM Wealth Advisors LLC 0.16% Reduce -0.3% 7,276 $903K
Urban Wealth Management, LLC 0.79% Reduce -0.3% 7,263 $902K
EnRich Financial Partners LLC 0.21% Reduce -8.2% 7,219 $896K
Taylor & Morgan Wealth Management, LLC 0.44% No change 7,216 $896K
S.E.E.D. Planning Group LLC 0.24% Reduce -3.8% 7,204 $895K
SFG Wealth Management, LLC. 0.32% Reduce -19.8% 7,186 $892K
Telos Capital Management, Inc. 0.08% No change 7,160 $889K
St Germain D J Co. Inc. 0.03% Reduce -2.2% 7,142 $887K
Arbor Capital Management Inc. 0.87% Reduce -18.2% 7,642 $885K
Cypress Financial Planning LLC 0.22% No change 7,108 $883K
GWN Securities Inc. 0.15% Add +15.7% 7,108 $883K
W1M Asset Management Ltd 0.01% Add +12.1% 7,092 $880K
PUREfi Wealth, LLC 0.48% No change 7,084 $880K
Argos Wealth Advisors, LLC 0.23% Reduce -36.8% 7,044 $875K
Burton Enright Welch 0.10% Reduce -1.2% 7,036 $874K
Alpine Bank Wealth Management 0.11% No change 7,020 $872K
Pacific Point Advisors, LLC 0.39% Reduce -7.2% 6,944 $862K
Kingstone Capital Partners Texas, LLC 0.46% No change 6,914 $859K
Mission Creek Capital Partners, Inc. 0.15% Reduce -0.7% 6,913 $858K
Power Wealth Management LLC 0.29% Add +0.7% 6,911 $858K
Gray Private Wealth, LLC 0.37% No change 6,896 $856K
Warner Financial, Inc. 0.25% No change 6,883 $855K
SPWM Advisors LLC 0.79% Reduce -75.0% 7,151 $854K
Burney Co./ 0.02% Add +9.8% 6,871 $853K
First Financial Corp. 0.29% Reduce -28.5% 6,864 $852K
Headland Capital, LLC 0.21% No change 6,856 $851K
Ironwood Investment Counsel, LLC 0.11% Add +19.0% 6,843 $850K
Kirtland Hills Capital Management, LLC 0.24% No change 6,828 $848K
Milestone Asset Management Group, LLC 0.43% No change 6,820 $847K
Reynders McVeigh Capital Management, LLC 0.04% Add +0.5% 6,812 $846K
Single Point Partners, LLC 0.15% Reduce -19.4% 6,810 $846K
Cornell Pochily Investment Advisors, Inc. 0.23% No change 6,803 $845K
TrustBank 0.29% No change 6,800 $844K
Family Investment Center, Inc. 0.14% Reduce -1.2% 6,783 $842K
Stonehearth Capital Management, LLC 0.29% Reduce -6.8% 6,753 $839K
CDKV Holdings LLC 0.65% Add +25.3% 6,740 $837K
Benedict Financial Advisors Inc. 0.16% No change 6,720 $834K
Precision Wealth Strategies, LLC 0.25% No change 6,708 $833K
SageView Advisory Group, LLC 0.03% Reduce -38.5% 6,704 $832K
Commonwealth Retirement Investments LLC 0.23% No change 6,696 $831K
Requisite Capital Management, LLC 0.14% No change 6,656 $826K
Granite Bay Wealth Management, LLC 0.08% Add +180.3% 6,650 $826K
Bridgewater Advisors Inc. 0.04% Reduce -75.0% 6,832 $826K
Cache Advisors, LLC 0.07% No change 6,636 $824K
Camden National Bank 0.11% Reduce -4.7% 6,624 $823K
waypoint wealth counsel 0.52% No change 6,618 $822K
Valley Wealth Managers, Inc. 0.05% No change 6,616 $822K
Heritage Investors Management Corp. 0.02% Reduce -16.7% 6,607 $820K
Elevation Wealth Management LLC 0.61% Reduce -21.3% 6,602 $820K
Geneva Partners, LLC 0.22% Add +4.0% 6,595 $819K
Alliance Private Wealth, LLC 0.28% No change 6,580 $817K
Boston Family Office LLC 0.05% Add +16.9% 6,562 $815K
Root Financial Partners, LLC 0.03% Reduce -14.3% 6,560 $815K
Glen Eagle Advisors, LLC 0.10% Add +4.2% 6,553 $814K
Peachtree Investment Partners, LLC 0.26% Add +5.5% 6,539 $812K
First Command Advisory Services, Inc. 0.00% No change 6,516 $809K
Redwood Financial Network Corp 0.45% Add +7.2% 6,512 $809K
Mfa Wealth Advisors, LLC 0.14% No change 6,508 $808K
Sachem Hill LLC 0.14% No change 6,504 $808K
Farmers & Merchants Trust Co of Chambersburg PA 0.20% No change 6,484 $805K
Legacies Wealth LLC 0.44% No change 6,428 $798K
Expressive Wealth LLC 0.75% Reduce -75.5% 6,427 $798K
Livet Wealth, LLC 0.46% No change 6,404 $795K
Colton Groome Financial Advisors, LLC 0.19% New 6,404 $795K
Baring Financial LLC 0.44% Reduce -4.2% 6,394 $794K
SMI Advisory Services, LLC 0.13% Reduce -1.2% 6,444 $793K
TCI Wealth Advisors, Inc. 0.03% No change 6,364 $790K
Macroview Investment Management LLC 0.49% Add +0.1% 6,339 $787K
Farmers & Merchants Investments Inc. 0.02% Reduce -5.0% 6,324 $785K
Builder Investment Group Inc. 0.16% No change 6,320 $785K
GFG Capital, LLC 0.22% Add +1.3% 6,313 $784K
Persium Advisors, LLC 0.51% No change 6,304 $783K
Rubicon Advisors, GP 0.57% Add +22.6% 6,283 $780K
Net Worth Advisory Group 0.20% Reduce -9.6% 6,281 $780K
Orin Green Financial, LLC 0.29% No change 6,280 $780K
Pettyjohn, Wood & White, Inc. 0.11% No change 6,280 $780K
Arlington Trust Co LLC 0.07% Add +93.0% 6,268 $778K
Princeton Global Asset Management LLC 0.11% Reduce -0.4% 6,264 $778K
Vawter Financial, Ltd. 0.29% No change 6,262 $778K
Hartford Financial Management Inc. 0.17% No change 6,255 $777K
Creative Financial Designs Inc. 0.04% No change 6,250 $776K
Cahill Financial Advisors Inc. 0.07% New 6,233 $774K
Spartan Wealth Advisory Services LLC 0.06% Reduce -0.7% 6,232 $774K
Mattern Wealth Management LLC 0.13% No change 6,228 $773K
Financial Insights, Inc. 0.21% Reduce -5.6% 6,225 $773K
Snider Financial Group 0.20% Reduce -27.7% 6,220 $772K
AssuredPartners Investment Advisors, LLC 0.07% Add +4.0% 6,213 $772K
Pennington Partners & Co., LLC 0.25% Reduce -37.9% 6,212 $771K
360 Financial, Inc. 0.20% Reduce -2.7% 6,212 $771K
Compass Ion Advisors, LLC 0.07% No change 6,204 $770K
Twele Capital Management, Inc. 0.13% No change 6,196 $769K
Moors & Cabot, Inc. 0.03% Reduce -1.7% 6,195 $769K
Hemenway Trust Co LLC 0.05% Reduce -0.3% 6,184 $768K
Altus Wealth Management, LLC 0.29% No change 6,172 $766K
Bell Bank 0.03% No change 6,164 $765K
Halbert Hargrove Global Advisors, LLC 0.03% Add +11.2% 6,156 $764K
Alvarez & Marsal Private Wealth Partners, LLC 0.10% Add +72.5% 6,136 $762K
Ring Mountain Capital, LLC 0.32% Reduce -14.4% 6,133 $762K
Riverstone Advisors, LLC 0.32% No change 6,125 $761K
S&co Inc. 0.04% Reduce -0.7% 6,126 $760K
South Plains Financial, Inc. 0.41% No change 6,116 $759K
Waystone Advisors LLC 0.57% Reduce -0.8% 6,112 $759K
Hudson Capital Management LLC 0.19% No change 6,108 $758K
Rockwood Wealth Management, LLC 0.05% Reduce -58.4% 6,096 $757K
Cypress Wealth Services, LLC 0.09% Reduce -1.8% 6,068 $753K
Horizon Investment Services, LLC 0.21% No change 6,056 $752K
Madson Wealth Advisors Inc 0.51% Reduce -6.1% 6,045 $751K
Ardent Capital Management, Inc. 0.31% No change 6,040 $750K
WMS Group LLC 0.97% Reduce -65.3% 6,037 $750K
Lodestar Private Asset Management LLC 0.06% Reduce -9.4% 6,010 $746K
NWF Advisory Services Inc. 0.07% Reduce -3.0% 5,990 $744K
Tandem Capital Management Corp. 0.31% Add +36.8% 5,979 $742K
Patten & Patten Inc. 0.04% No change 5,972 $742K
Financial Life Planners 0.48% Add +7.3% 5,970 $741K
Brookmont Capital Management 0.40% Reduce -37.8% 5,968 $741K
Capital Advantage, Inc. 0.09% Reduce -0.1% 5,966 $741K
Perkins Coie Trust Co 0.12% No change 5,956 $740K
Rose Capital Advisors LLC 0.40% — 5,955 $739K
Landmark Wealth Management, LLC 0.17% No change 5,889 $731K
Goldstone Financial Group, LLC 0.07% Reduce -3.2% 5,876 $730K
Range Advisory, LLC 0.09% Add +5.9% 5,859 $728K
Evolve Private Wealth, LLC 0.04% Reduce -74.0% 5,832 $724K
Westfuller Advisors, LLC 0.26% Add +0.1% 5,818 $722K
Well Done, LLC 0.10% No change 5,808 $721K
Bragg Financial Advisors, Inc 0.02% Reduce -20.6% 5,804 $721K
Larson Financial Group LLC 0.02% Add +1.1% 5,802 $720K
AGH Wealth Advisors, LLC 0.45% No change 5,800 $720K
JT Stratford LLC 0.08% Reduce -45.3% 5,786 $718K
HRC Wealth Management, LLC 0.29% Reduce -1.4% 5,773 $717K
Woodward Financial Advisors, Inc. 0.24% — 5,772 $717K
Fairway Wealth LLC 0.16% Add +7.5% 5,750 $714K
Arvest Investments, Inc. 0.09% Add +5.6% 5,748 $714K
New England Professional Planning Group Inc. 0.27% Reduce -5.3% 5,720 $710K
Elwood & Goetz Wealth Advisory Group, LLC 0.11% No change 5,720 $710K
Journey Advisory Group, LLC 0.05% Reduce -8.8% 5,691 $707K
Strategy Asset Managers LLC 0.11% No change 5,676 $705K
LGL Partners, LLC 0.26% No change 5,676 $705K
Shelton Capital Management 0.01% No change 5,674 $705K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.15% Reduce -4.1% 5,674 $705K
Pearl Planning LLC 0.32% No change 5,673 $704K
Beverly Hills Private Wealth, LLC 0.14% Reduce -6.4% 5,664 $703K
Stephen J. Garry & Associates, LLC 0.51% No change 5,660 $703K
Stone Summit Wealth LLC 0.18% No change 5,660 $703K
Renasant Bank 0.45% Reduce -18.8% 5,648 $701K
Curtis Wealth Management LLC 0.59% No change 5,642 $701K
American Money Management, LLC 0.10% Add +0.5% 5,634 $700K
Olde Wealth Management, LLC 0.20% No change 5,612 $696K
Summitry LLC 0.02% No change 5,600 $695K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 5,600 $695K
North Capital, Inc. 0.52% Add +0.7% 5,596 $695K
Horst & Graben Wealth Management LLC 0.09% Add +7.5% 5,648 $695K
Matthew Goff Investment Advisor, LLC 0.12% Reduce -13.3% 5,584 $693K
GoalVest Advisory LLC 0.13% No change 5,572 $692K
Daner Wealth Management, LLC 0.37% Reduce -75.0% 5,500 $691K
ESL Trust Services, LLC 0.12% Add +34.0% 5,557 $690K
Millstone Evans Group, LLC 0.37% No change 5,540 $688K
Catalyst Private Wealth, LLC 0.33% Reduce -8.7% 5,536 $687K
World Equity Group, Inc. 0.15% Reduce -0.7% 5,529 $687K
Wealth Management Partners, LLC 0.16% No change 5,524 $686K
Clarity Wealth Advisors, LLC 0.12% Reduce -13.1% 5,523 $686K
CFG Wealth Management Services, Inc. 0.67% Reduce -75.0% 1,607 $685K
Pinion Investment Advisors, LLC 0.13% No change 5,508 $684K
Advyzon Investment Management, LLC 0.05% Add +56.3% 5,508 $684K
Centaurus Financial, Inc. 0.03% Reduce -1.4% 5,500 $683K
Alliance Wealth Advisors, LLC 0.27% No change 5,496 $682K
Sentinel Wealth Management, Inc. 0.48% No change 5,492 $682K
Everstar Asset Management, LLC 0.33% Reduce -8.2% 5,485 $681K
Berger Financial Group, Inc 0.03% No change 5,472 $679K
Gilbert & Cook, Inc. 0.08% No change 5,468 $679K
Richardson Capital Management LLC 0.29% Reduce -4.1% 5,443 $676K
Signature Estate & Investment Advisors LLC 0.01% Reduce -27.3% 5,442 $676K
Royal Harbor Partners, LLC 0.21% No change 5,440 $675K
Guardsman Private Capital Management, Inc. 0.47% No change 5,412 $672K
TCFG Investment Advisors, LLC 0.23% Add +0.1% 5,436 $671K
Tempo Wealth, LLC 0.10% No change 5,402 $671K
CFO4Life Group, LLC 0.09% No change 5,398 $670K
Legacy Private Trust Co. 0.04% Reduce -0.6% 5,398 $670K
Reliant Wealth Planning 0.18% No change 5,388 $669K
Steelhead Wealth Management LLC 0.27% Reduce -1.7% 5,392 $669K
Mosaic Financial Group, LLC 0.43% No change 5,377 $668K
IAG Wealth Partners, LLC 0.07% No change 5,376 $668K
Tandemgrowth Financial Advisors LLC 0.54% No change 5,367 $666K
Heritage Wealth Advisors 0.02% Reduce -55.7% 5,364 $666K
Point Windward Advisors Inc. 0.30% No change 5,344 $664K
New Age Alpha Advisors, LLC 0.03% Add +6.7% 5,337 $663K
Fiduciary Financial Advisors 0.07% New 5,328 $662K
Rainier Family Wealth Inc. 0.38% No change 5,328 $662K
McNamara Financial Services, Inc. 0.11% No change 5,324 $661K
Kendall Capital Management 0.11% No change 5,320 $661K
Penobscot Investment Management Company, Inc. 0.05% Add +0.3% 5,313 $660K
MontVue Capital Management, Inc. 0.38% No change 5,310 $659K
Sbe LLC Dba Cedar Cove Wealth Partners 0.31% Reduce -3.2% 5,307 $659K
Millennium Capital Advisors, LLC 0.36% No change 5,300 $658K
Members Wealth LLC 0.36% Reduce -7.9% 5,295 $657K
LPWM LLC 0.15% Add +5.7% 5,291 $657K
North Berkeley Wealth Management, LLC 0.27% Reduce -8.4% 5,286 $656K
Financial Guidance Group, Inc. 0.25% No change 5,280 $656K
Peak Planning Group, LLC 0.15% Reduce -9.3% 5,268 $654K
Childress Capital Advisors, LLC 0.11% Add +33.2% 5,264 $654K
Mayflower Financial Advisors, LLC 0.06% Reduce -0.5% 5,204 $646K
Dagco, Inc. 0.12% Reduce -13.8% 5,195 $645K
Providence Financial Advisors, LLC 0.37% Add +0.7% 5,180 $643K
BLB&B Advisors, LLC 0.02% Reduce -4.8% 5,176 $643K
Lansing Street Advisors 0.14% Add +95.2% 5,170 $642K
Pillar Financial Advisors, LLC 0.34% No change 5,160 $641K
Capital Wealth Alliance, LLC 0.30% No change 5,160 $641K
Ashford Advisors, LLC 0.13% No change 5,160 $641K
Colonial Trust Advisors 0.04% Reduce -1.0% 5,134 $637K
Howard Wealth Management, LLC 0.23% Reduce -2.4% 5,105 $634K
Legacy Wealth Management, LLC 0.03% Reduce -12.5% 5,096 $633K
Cary Street Partners Investment Advisory LLC 0.13% Add +27.5% 5,095 $633K
Navigation Wealth Management, Inc. 0.87% Add +3.3% 5,078 $631K
Ascentis Wealth Management, LLC 0.11% Reduce -36.4% 5,068 $629K
Arrowroot Family Office, LLC 0.18% New 5,061 $628K
New Republic Capital, LLC 0.14% Add +24.5% 5,040 $626K
Laurel Oak Wealth Management, LLC 0.09% No change 5,020 $623K
Strategic Wealth Partners, Ltd. 0.04% Reduce -4.7% 5,016 $623K
Allium Financial Advisors, LLC 0.41% No change 5,012 $622K
BlueSky Wealth Advisors, LLC 0.07% No change 5,012 $622K
Wayfinding Financial, LLC 0.24% No change 5,012 $622K
Old North State Trust, LLC 0.32% No change 5,000 $621K
Dempze Nancy E 0.30% Reduce -16.7% 5,000 $621K
TRB Wealth Management, LLC 0.08% No change 4,992 $620K
Naples Global Advisors, LLC 0.04% No change 4,991 $620K
Alpha Zero LLC 0.23% Add +15.1% 5,111 $619K
Northwest Quadrant Wealth Management, LLC 0.11% No change 4,987 $619K
BCS Wealth Management 0.11% New 4,986 $619K
PACK Private Wealth, LLC 0.26% No change 4,984 $619K
Stronghold Wealth Management L.L.C. 0.83% Add +4.7% 4,982 $619K
River's Edge Wealth Management, LLC 0.54% Reduce -4.5% 5,002 $618K
JNBA Financial Advisors 0.05% No change 4,970 $617K
Werba Rubin Papier Wealth Management 0.07% Add +40.0% 4,969 $617K
New World Advisors LLC 0.10% Add +2.7% 4,964 $616K
Graves Light Lenhart Wealth, Inc. 0.06% No change 4,964 $616K
Odyssey Capital Advisors, Inc. 0.44% No change 4,960 $616K
Lauterbach Financial Advisors, LLC 0.26% No change 4,956 $615K
TMB Capital Partners, LLC 0.19% No change 4,952 $615K
Basso Capital Management, L.P. 0.15% New 4,952 $615K
German American Bancorp, Inc. 0.05% No change 4,940 $613K
Insight Wealth Strategies, LLC 0.06% Add +2.4% 4,983 $613K
Webster Bank, N. A. 0.05% Reduce -9.3% 4,924 $611K
Aspen Investment Management Inc 0.16% No change 4,923 $611K
Alpha Financial Advisors, LLC 0.17% Reduce -0.7% 4,903 $609K
Aspire Capital Advisors LLC 0.12% No change 4,896 $608K
Patrick M Sweeney & Associates, Inc. 0.35% No change 4,892 $607K
Integris Wealth Management, LLC 0.12% No change 4,888 $607K
Asset Allocation Strategies LLC 0.09% Reduce -14.0% 4,888 $607K
MSH Capital Advisors LLC 0.11% Reduce -13.7% 4,887 $607K
Fermata Advisors, LLC 0.12% Reduce -5.9% 4,879 $606K
Northstar Asset Management Inc. 0.18% Reduce -0.1% 4,875 $605K
Heartland Bank & Trust Co 0.13% Add +134.9% 4,867 $604K
Hershey Financial Advisers, LLC 0.43% New 4,851 $602K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +0.1% 4,838 $601K
Tred Avon Family Wealth, LLC 0.18% No change 4,836 $600K
Aries Wealth Management 0.12% No change 4,820 $598K
Gordian Advisors LLC 0.35% No change 4,817 $598K
Warren Street Wealth Advisors, LLC 0.13% No change 4,808 $597K
Jim Saulnier & Associates, LLC 0.24% No change 4,799 $596K
Disciplined Investors, L.L.C. 0.30% No change 4,798 $596K
Ariadne Wealth Management, LP 0.26% No change 4,796 $596K
Tenzing Financial LLC 0.41% New 4,826 $594K
Portfolio Resources Advisor Group, Inc. 0.50% Reduce -4.0% 4,779 $593K
Dana Investment Advisors, Inc. 0.02% No change 4,772 $593K
Arlington Financial Advisors, LLC 0.08% No change 4,760 $591K
Maridea Wealth Management LLC 0.06% Reduce -30.1% 4,754 $590K
IRON Financial LLC 0.24% Reduce -2.9% 4,750 $590K
Pekin Hardy Strauss, Inc. 0.05% Reduce -1.0% 4,750 $590K
Compass Financial Management LLC 0.07% — 4,746 $590K
Novem Group 0.06% No change 4,747 $589K
Pacific Sun Financial Corp 0.24% No change 4,740 $589K
Hollow Brook Wealth Management LLC 0.12% No change 4,740 $589K
Hiley Hunt Wealth Management 0.23% No change 4,732 $588K
Fort Sheridan Advisors LLC 0.06% Add +0.5% 4,708 $585K
Compass Wealth Management LLC 0.11% New 4,700 $584K
Guerra Pan Advisors, LLC 0.33% No change 4,696 $583K
Crusonia Wealth Advisors LLC 0.10% No change 4,687 $582K
BXM Wealth LLC 0.32% No change 4,664 $579K
Empire Financial Management Company, LLC 0.23% No change 4,656 $578K
Forbes J M & Co. LLP 0.05% No change 4,652 $578K
Parkshore Wealth Management, Inc. 0.17% Reduce -31.0% 4,646 $577K
Aire Advisors, LLC 0.09% No change 4,635 $575K
Professional Advisory Services Inc. 0.06% No change 4,632 $575K
City State Bank 0.13% Reduce -0.9% 4,628 $575K
Ironwood Investment Management LLC 0.20% No change 4,624 $574K
First Financial Bankshares Inc 0.01% Add +7.8% 4,606 $572K
Gemmer Asset Management LLC 0.04% Reduce -3.2% 4,604 $572K
WBH Advisory Inc. 0.04% Add +0.3% 4,601 $571K
Jackson Wealth Management, LLC 0.34% Reduce -94.0% 4,588 $570K
Pine Haven Investment Counsel, Inc 0.38% Reduce -33.3% 4,560 $566K
Mayfair Advisory Group, LLC 0.17% No change 4,808 $566K
Moment Partners, LLC 0.10% Reduce -5.4% 4,539 $564K
Wernau Asset Management Inc. 0.53% No change 4,528 $562K
Peoples Bank 0.29% No change 4,508 $560K
RPG Investment Advisory, LLC 0.06% Reduce -0.2% 4,506 $560K
Hill Island Financial LLC 0.12% No change 4,504 $559K
Romano Brothers and Company 0.06% No change 4,492 $558K
Marks Group Wealth Management, Inc 0.05% No change 4,492 $558K
4Thought Financial Group Inc. 0.26% Reduce -12.9% 4,486 $557K
Creative Capital Management Investments LLC 0.13% Add +4.0% 4,484 $557K
Jacobsen Capital Management 0.16% No change 4,477 $556K
Riverbridge Partners LLC 0.02% Add +32.2% 4,475 $556K
Kelleher Financial Advisors 0.08% Add +62.5% 4,432 $550K
River Wealth Advisors LLC 0.06% Reduce -12.8% 4,429 $550K
Wealthquest Corp 0.03% Add +29.6% 4,416 $548K
Schulz Wealth, LTD. 0.28% — 4,404 $547K
HBW Advisory Services LLC 0.05% Reduce -52.5% 4,403 $547K
Granville Capital, Inc. 0.24% No change 4,400 $546K
Oak Ridge Investments LLC 0.03% Add +117.8% 4,399 $546K
Hohimer Wealth Management, LLC 0.06% Add +0.6% 4,384 $544K
GW&K Investment Management, LLC 0.00% No change 4,372 $543K
Sargent Investment Group, LLC 0.07% Add +110.2% 4,372 $543K
Hills Bank & Trust Co 0.02% Reduce -10.7% 4,364 $542K
Formidable Asset Management, LLC 0.09% Reduce -75.7% 1,270 $542K
Auxano Advisors, LLC 0.10% Add +50.3% 4,360 $541K
Fort Point Capital Partners LLC 0.06% Add +42.7% 4,354 $541K
D.B. Root & Company, LLC 0.11% Reduce -14.8% 4,343 $539K
Pathway Financial Advisors LLC 0.06% No change 4,444 $538K
Skyline Advisors, Inc. 0.17% No change 4,334 $538K
Cordgrass Capital Advisors, LLC 0.20% Reduce -64.0% 4,332 $538K
First Nebraska Trust Co 0.04% No change 4,332 $538K
Marietta Investment Partners LLC 0.09% Reduce -0.1% 4,306 $535K
Roberts Glore & Co. Inc. 0.13% No change 4,304 $534K
Granite Group Advisors, LLC 0.32% No change 4,294 $533K
Riverbend Wealth Management, LLC 0.27% No change 4,281 $532K
Tailwinds Wealth, LLC 0.31% New 4,253 $528K
Grange Capital, LLC 0.49% No change 4,240 $526K
Fca Corp. 0.13% No change 4,220 $524K
Invictus Private Wealth, LLC 0.03% Add +7.7% 4,220 $524K
Liberty Wealth Management LLC 0.07% Reduce -75.0% 1,227 $523K
Asset One Wealth Management LLC 0.06% Reduce -1.2% 4,232 $523K
Foronjy Financial LLC 0.19% No change 4,194 $521K
Joel Adams & Associates, Inc. 0.33% Reduce -29.1% 4,178 $519K
Ballast Rock Private Wealth LLC 0.24% Add +42.2% 4,176 $519K
Quest 10 Wealth Builders, Inc. 0.40% Reduce -4.1% 4,166 $517K
Bright Futures Wealth Management, LLC. 0.33% Add +30.1% 4,164 $517K
Financial Consulate, Inc. 0.06% No change 4,148 $515K
JBR Co Financial Management Inc 0.19% No change 4,136 $514K
Collective Family Office LLC 0.10% Add +12.9% 4,136 $514K
Tompkins Financial Corp. 0.04% No change 4,136 $514K
BankPlus Trust Department 0.12% No change 4,132 $513K
Trek Financial, LLC 0.03% No change 4,124 $512K
First Merchants Corp. 0.02% Reduce -23.6% 4,103 $509K
Beacon Bank & Trust 0.10% No change 4,068 $505K
Dala Group, LLC 0.42% Reduce -25.6% 4,059 $504K
Stanich Group LLC 0.32% Reduce -64.3% 4,057 $504K
Cardinal Strategic Wealth Guidance 0.11% No change 4,056 $504K
Clarity Capital Advisors, LLC 0.21% No change 4,051 $503K
Orion Capital Management LLC 0.16% Reduce -0.2% 4,040 $502K
Invst, LLC 0.05% No change 4,040 $502K
Cooper/Haims Advisors, LLC 0.22% No change 4,031 $500K
Menora Mivtachim Holdings LTD. 0.00% No change 4,028 $500K
NerdWallet Wealth Partners, LLC 0.17% Add +29.6% 4,014 $498K
LCNB Corp. 0.15% No change 4,014 $498K
Kroeger Financial Partners 0.48% — 4,002 $497K
Collar Capital Management, LLC 0.29% No change 4,000 $497K
Abner Herrman & Brock LLC 0.05% Reduce -2.2% 3,998 $496K
Probity Advisors, Inc. 0.07% Reduce -1.4% 3,988 $495K
Fusion Family Wealth, LLC 0.03% No change 3,988 $495K
Vident Advisory, LLC 0.00% Add +22.3% 3,988 $495K
Align Financial, LLC 0.25% No change 3,984 $495K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 3,980 $494K
Bravias Capital Group, LLC 0.29% No change 3,976 $494K
Impact Partnership Wealth, LLC 0.05% Add +6.5% 3,973 $493K
Aspire Private Capital, LLC 0.10% No change 3,968 $493K
Carrera Capital Advisors 0.07% Add +8.7% 3,967 $493K
Evernest Financial Advisors, LLC 0.10% No change 3,952 $491K
DV Trading LLC 0.04% New 3,950 $490K
Private Wealth Management Group, LLC 0.11% Reduce -3.4% 3,948 $490K
Annis Gardner Whiting Capital Advisors, LLC 0.07% Add +297.7% 3,913 $486K
KERR FINANCIAL PLANNING Corp 0.54% Reduce -0.6% 3,907 $485K
Flavin Financial Services, Inc. 0.28% Reduce -9.0% 3,901 $484K
Optivise Advisory Services LLC 0.25% Reduce -1.3% 3,900 $484K
Marble Wealth, LLC 0.07% Add +6.9% 3,895 $484K
TOP Private Wealth LLC. 0.46% — 3,894 $483K
Paradigm, Strategies in Wealth Management, LLC 0.29% No change 3,892 $483K
Heritage Wealth Management, Inc. 0.24% No change 3,888 $483K
Polaris Investment Advisors, LLC 0.31% No change 3,886 $483K
Patton Albertson Miller Group, LLC 0.05% No change 3,880 $482K
Nixon Peabody Trust Co. 0.03% New 3,880 $482K
Box Hill Private Wealth LLC 0.39% Add +0.1% 3,880 $482K
1776 Wealth LLC 0.17% No change 3,872 $481K
Fortitude Family Office, LLC 0.09% No change 3,872 $481K
ORBA Wealth Advisors, L.L.C. 0.41% Reduce -17.1% 3,861 $479K
Sonoma Private Wealth LLC 0.51% New 3,860 $479K
Blue Fin Capital, Inc. 0.07% Add +0.1% 3,852 $478K
New Perspectives, Inc 0.15% Reduce -3.2% 3,848 $478K
Round Rock Advisors LLC 0.06% Add +20.6% 3,848 $478K
Calamos Advisors LLC 0.00% Reduce -94.1% 3,840 $477K
Regatta Capital Group, LLC 0.06% New 3,836 $476K
HCR Wealth Advisors 0.04% Add +4.3% 3,833 $476K
Austin Asset Management Co Inc 0.07% Reduce -1.7% 3,827 $475K
Grantvest Financial Group LLC 0.27% Reduce -48.2% 3,821 $474K
Rialto Wealth Management, LLC 0.09% No change 3,800 $472K
Clear Trail Advisors, LLC 0.07% No change 3,800 $472K
Bfsg, LLC 0.04% No change 3,796 $471K
Northwest Bancshares, Inc. 0.08% Reduce -0.7% 3,795 $471K
Oder Investment Management, LLC 0.32% No change 3,792 $471K
Perennial Advisors, LLC 0.07% No change 3,784 $470K
Vision Capital Management, Inc. 0.05% Reduce -3.2% 3,784 $470K
Capital Management Associates, Inc 0.09% No change 3,776 $469K
Owl Creek Wealth Partners LLC 0.14% No change 3,773 $468K
DMKC Advisory Services, LLC 0.09% No change 3,764 $467K
Mainsail Asset Management, LLC 0.18% No change 3,914 $467K
F/m Investments LLC 0.02% Reduce -5.7% 3,756 $466K
Newton One Investments LLC 0.12% Reduce -11.5% 3,755 $466K
Patriot Investment Management Group, Inc. 0.03% No change 3,744 $465K
Capital Research Global Investors 0.00% Reduce -23.4% 3,787 $462K
Global Wealth Management Investment Advisory, Inc. 0.07% Reduce -25.0% 3,709 $461K
Abacus Planning Group, Inc. 0.06% No change 3,699 $459K
Chemistry Wealth Management LLC 0.07% Add +3.4% 3,690 $458K
Trexquant Investment LP 0.00% Add +2.6% 3,689 $458K
Values Added Financial LLC 0.17% No change 3,680 $457K
Commons Capital, LLC 0.32% No change 3,679 $457K
Canopy Partners, LLC 0.14% No change 3,664 $455K
Madison Wealth Partners, Inc 0.06% Add +1.2% 3,658 $454K
Barnes Wealth Management Group, Inc 0.21% Add +9.7% 3,655 $454K
BAM Wealth Management, LLC 0.28% Add +65.7% 3,653 $454K
Arcadia Investment Advisors LLC 0.19% No change 3,652 $453K
Prasad Wealth Partners, LLC 0.11% Add +0.1% 3,633 $451K
Private Management Group Inc. 0.01% Reduce -0.7% 3,632 $451K
UNIVEST FINANCIAL Corp 0.02% Reduce -33.8% 3,628 $450K
Eastern Bank 0.01% Reduce -31.6% 3,623 $450K
Wilson & Boucher Capital Management, LLC 0.26% No change 3,616 $449K
TigerOak Management, L.L.C. 0.13% No change 3,616 $449K
Members Trust Co 0.01% Reduce -1.1% 3,616 $449K
McElhenny Sheffield Capital Management, LLC 0.11% No change 3,612 $449K
Dahring | Cusmano LLC 0.24% Add +0.1% 3,609 $448K
Greenwich Wealth Management LLC 0.02% No change 3,600 $447K
Custos Family Office, LLC 0.27% No change 3,599 $447K
Ibex Wealth Advisors 0.04% Add +1.1% 3,593 $446K
Global Trust Asset Management, LLC 0.14% Reduce -0.8% 3,582 $445K
Fortitude Financial, LLC 0.40% Reduce -58.4% 3,576 $444K
MKT Advisors LLC 0.14% No change 3,655 $444K
Novus Advisors, LLC 0.92% Reduce -1.1% 3,560 $442K
Foster & Motley Inc. 0.02% No change 3,563 $442K
Retireful, LLC 0.41% Add +5.0% 3,553 $441K
Aureus Asset Management, LLC 0.03% No change 3,552 $441K
First National Bank of Hutchinson 0.24% No change 3,540 $440K
Praetorian Wealth Management, Inc. 0.08% Reduce -31.1% 3,540 $440K
Tanager Wealth Management LLP 0.04% Reduce -4.7% 3,536 $439K
Daybright Advisory Services, Inc. 0.10% Reduce -67.6% 3,710 $439K
Diversified Management Inc. 0.09% Reduce -28.2% 3,520 $437K
Everhart Financial Group, Inc. 0.03% Add +4.3% 3,520 $437K
Summit Investment Advisory Services, LLC 0.11% No change 3,492 $434K
Neumann Capital Management, LLC 0.29% No change 3,488 $433K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -0.9% 3,488 $433K
Silvant Capital Management LLC 0.01% Add +218.1% 3,486 $433K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -50.9% 3,476 $432K
JGP Wealth Management, LLC 0.04% No change 3,472 $431K
Retiremitten Financial LLC 0.18% Add +54.9% 3,463 $430K
Buck Wealth Strategies, LLC 0.04% New 3,460 $430K
Bennett Selby Investments LP 0.14% Add +0.9% 3,452 $429K
One Charles Private Wealth Services, LLC 0.10% Reduce -5.7% 3,452 $429K
TopTier Wealth Management, LLC 0.26% No change 3,448 $428K
Elk River Wealth Management LLC 0.07% No change 3,444 $428K
Coppell Advisory Solutions LLC 0.04% New 4,268 $427K
Strategic Planning Group, LLC 0.05% No change 3,422 $425K
Kachkovsky & Fisher, Inc. 0.41% — 3,422 $425K
Advocate Investing Services LLC 0.33% No change 3,420 $425K
Novare Capital Management LLC 0.03% No change 3,408 $423K
Tritonpoint Wealth, LLC 0.04% No change 3,408 $423K
Wood Tarver Financial Group, LLC 0.10% No change 3,404 $422K
Berkeley, Inc 0.13% No change 3,382 $420K
Putney Financial Group LLC 0.38% No change 3,368 $418K
Braun Stacey Associates Inc. 0.01% Add +11.9% 3,356 $417K
Opal Wealth Advisors, LLC 0.09% Add +4.2% 3,351 $416K
LMCG Investments, LLC 0.02% Reduce -2.3% 3,333 $414K
Planwiser Financial, LLC 0.29% Reduce -4.4% 3,332 $414K
Cedar Wealth Management, LLC 0.11% No change 3,329 $413K
Bank of Stockton 0.12% Reduce -5.7% 3,320 $412K
Intellus Advisors LLC 0.05% No change 3,316 $412K
Investor's Fiduciary Advisor Network, LLC 0.14% Reduce -1.8% 3,310 $411K
Essential Investment Partners LLC 0.33% No change 3,308 $411K
Planning Center, Inc. 0.04% Reduce -10.8% 3,308 $411K
Alessandra Capital Management, LLC 0.29% No change 3,304 $410K
Aspect Partners, LLC 0.15% No change 3,300 $410K
Abbot Financial Management, Inc. 0.15% Reduce -5.5% 3,292 $409K
M3 Advisory Group, LLC 0.21% No change 3,289 $408K
Parker Investment Management, LLC 0.05% No change 3,284 $408K
Proficio Capital Partners LLC 0.01% Add +7.9% 3,280 $407K
Kondo Wealth Advisors, Inc. 0.14% No change 3,265 $406K
Osprey Private Wealth LLC 0.10% No change 3,264 $405K
Cascades Capital Asset Management, LLC 0.15% No change 3,264 $405K
Antonelli Financial Advisors, LLC 0.28% Reduce -29.5% 3,252 $404K
High Point Wealth Management, LLC 0.34% No change 3,250 $404K
Focused Alpha, LLC 0.10% Reduce -5.8% 3,249 $403K
Range Financial Group LLC 0.11% No change 3,236 $402K
Phillips Financial Management, LLC 0.03% Reduce -23.4% 3,232 $401K
SkyOak Wealth, LLC 0.07% Add +19.2% 3,219 $400K
Copia Wealth Management 0.24% Reduce -5.3% 3,212 $399K
Prudent Investors Network, Inc. 0.08% Reduce -56.0% 3,208 $398K
Pinnacle Bancorp, Inc. 0.10% Reduce -13.9% 3,199 $397K
Guyasuta Investment Advisors Inc. 0.02% Reduce -1.2% 3,188 $396K
Investors Research Corp 0.07% Add +36.1% 3,184 $395K
Kaufman Rossin Wealth, LLC 0.19% No change 3,180 $392K
Bonfire Financial 0.25% No change 3,156 $392K
Scarborough Advisors, LLC 0.04% No change 3,211 $390K
Aurora Private Wealth, Inc. 0.25% No change 3,143 $390K
Matisse Capital 0.16% No change 3,140 $390K
High Net Worth Advisory Group LLC 0.08% No change 3,136 $389K
DSM Capital Partners LLC 0.01% Reduce -93.9% 3,131 $389K
Prospect Financial Services LLC 0.20% Add +1.0% 3,126 $388K
Abacus Wealth Partners, LLC 0.04% Add +15.4% 3,120 $387K
Stone Loft Wealth Management LLC 0.22% Reduce -4.2% 3,124 $386K
Lakeshore Financial Planning, Inc. 0.12% No change 3,108 $386K
Emergent Wealth Advisors, LLC 0.20% No change 3,093 $384K
Strengthening Families & Communities, LLC 0.09% No change 3,092 $384K
O'ROURKE & COMPANY, Inc 0.13% Reduce -3.2% 3,060 $380K
Sharper & Granite LLC 0.12% Add +59.4% 3,060 $380K
Left Brain Wealth Management, LLC 0.11% No change 3,056 $379K
Hager Investment Management Services, LLC 0.17% Reduce -1.1% 3,051 $379K
Carson Advisory Inc. 0.17% Reduce -1.1% 3,051 $379K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.12% No change 3,132 $379K
Fi3 FINANCIAL ADVISORS, LLC 0.09% New 924 $378K
Kellett Wealth Advisors, LLC 0.18% No change 3,037 $377K
Grandfield & Dodd, LLC 0.02% Reduce -2.6% 3,028 $376K
HM Payson & Co. 0.01% No change 3,020 $375K
Charles Schwab Trust Co 0.02% No change 3,020 $375K
Arq Wealth Advisors, LLC 0.05% Reduce -55.9% 3,096 $374K
Family Office Research LLC 0.14% No change 3,015 $374K
Shufro Rose & Co. LLC 0.02% Reduce -5.1% 3,013 $374K
Bedminster, LLC 0.32% No change 3,012 $374K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 3,012 $374K
North Star Asset Management Inc. 0.01% No change 3,012 $374K
Penobscot Wealth Management 0.10% Add +13.1% 3,005 $373K
Oak Harvest Investment Services 0.03% No change 3,005 $373K
Legacy Bridge, LLC 0.12% No change 3,000 $373K
Lavaca Capital LLC 0.04% New 2,988 $371K
Fiera Capital Corp 0.00% Reduce -10.4% 2,976 $370K
Opulen Financial Group LLC 0.23% No change 2,973 $369K
Tiller Private Wealth, Inc. 0.12% No change 2,972 $369K
Brave Asset Management Inc. 0.08% No change 2,968 $369K
Parcion Private Wealth LLC 0.02% No change 2,968 $369K
IFS Advisors, LLC 0.18% Reduce -3.4% 2,965 $368K
West Financial Advisors, LLC 0.06% Reduce -3.0% 2,964 $368K
Mitchell Sinkler & Starr 0.15% No change 2,960 $368K
Accelerate Investment Advisors LLC 0.21% Reduce -1.9% 2,946 $366K
Three Magnolias Financial Advisors, LLC 0.20% No change 2,940 $365K
Peak Financial Advisors LLC 0.15% No change 2,940 $365K
Valpey Financial Services, LLC 0.22% Reduce -0.2% 2,935 $364K
Holderness Investments Co. 0.06% Add +20.0% 2,933 $364K
Fragasso Financial Advisors Inc 0.02% Reduce -1.3% 2,930 $364K
WASHINGTON TRUST Co 0.01% Add +5.1% 2,930 $364K
Wealthcare Capital Partners, LLC 0.15% Add +14.2% 2,920 $363K
Williams Jones Wealth Management, LLC. 0.00% Reduce -33.3% 2,920 $363K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -86.5% 2,916 $362K
SJS Investment Consulting Inc. 0.04% No change 2,912 $362K
Kiley Juergens Wealth Management, LLC 0.06% No change 2,908 $361K
Maia Wealth LLC 0.05% Add +24.5% 2,908 $361K
R2 Capital Strategies, LLC 0.16% — 2,907 $361K
Good Harbor Advisors, Inc. 0.35% Reduce -1.7% 2,902 $360K
Drucker Wealth 3.0, LLC 0.06% No change 2,901 $360K
MainStreet Investment Advisors LLC 0.05% New 2,892 $359K
Drive Wealth Management, LLC 0.06% Reduce -17.5% 2,890 $359K
TD Capital Management LLC 0.03% No change 2,870 $356K
Davis Capital Management 0.21% Add +89.3% 2,869 $356K
Catalyst Financial Partners LLC 0.04% Reduce -12.9% 2,863 $355K
Zinnia Wealth Advisory, LLC 0.36% No change 2,860 $355K
Headinvest, LLC 0.07% Reduce -0.1% 2,860 $355K
WealthTrust Axiom LLC 0.08% No change 2,857 $355K
Delta Financial Advisors LLC 0.08% Reduce -3.3% 2,848 $354K
Symmetry Partners, LLC 0.02% Add +27.7% 2,846 $353K
Andrews, Lucia Wealth Management LLC 0.18% No change 2,846 $353K
Bill Few Associates, Inc. 0.08% No change 2,832 $352K
RB Capital Management, LLC 0.07% Reduce -9.8% 2,824 $351K
Orcam Financial Group 0.17% No change 2,805 $348K
Jacksonville Wealth Management, LLC 0.20% No change 2,804 $348K
Plimoth Trust Co. LLC 0.07% No change 2,800 $348K
Morse Asset Management, Inc 0.06% No change 2,800 $348K
Collaborative Wealth Managment Inc. 0.15% New 2,798 $347K
First Growth Capital LLC 0.26% Reduce -18.6% 2,796 $347K
Hunter Associates Investment Management LLC 0.04% No change 2,800 $347K
Retirement Wealth Solutions LLC 0.19% Add +15.4% 2,784 $346K
Main Street Research LLC 0.02% No change 2,780 $345K
Independent Wealth Advisors LLC 0.31% Add +0.1% 2,779 $345K
Global Assets Advisory, LLC 0.08% No change 2,800 $345K
Cornerstone Management, Inc. 0.05% Reduce -0.5% 2,777 $345K
Aldebaran Financial Inc. 0.28% No change 2,776 $345K
LVW Advisors, LLC 0.03% Reduce -13.1% 2,770 $344K
Valtinson Bruner Financial Planning LLC 0.09% No change 2,744 $341K
Navigate Wealth Management, LLC 0.21% Reduce -7.2% 2,852 $340K
Acorn Financial Advisory Services Inc. 0.05% Reduce -0.7% 2,740 $340K
Gradient Investments LLC 0.00% New 2,740 $340K
First Bancorp, Inc 0.13% Reduce -15.3% 2,734 $339K
Keating Financial Advisory Services, Inc. 0.04% No change 2,721 $338K
Beacon Financial Planning, Inc. 0.11% Add +5.3% 2,721 $338K
Affinity Wealth Management LLC 0.04% Reduce -5.8% 2,720 $338K
Prism Planning Partners LLC 0.36% No change 2,703 $336K
Stonebrook Private Inc. 0.06% No change 2,700 $335K
Cornerstone Financial Management LLC 0.27% Reduce -2.5% 2,696 $335K
Trust Co 0.03% No change 2,696 $335K
Keystone Financial Group 0.02% Add +2.7% 2,694 $335K
Robinswood Financial LLC 0.10% Add +0.2% 2,693 $334K
Pacific Center for Financial Services 0.07% No change 2,692 $334K
Albion Financial Group 0.02% Add +281.8% 2,688 $334K
Ulland Investment Advisors, LLC 0.25% Reduce -4.7% 2,680 $333K
Prestige Wealth Management Group LLC 0.06% No change 2,680 $333K
SP Asset Management LLC 0.03% No change 2,664 $331K
Cetera Trust Company, N.A 0.17% No change 2,664 $331K
Armstrong Advisory Group, Inc. 0.02% Reduce -34.7% 2,660 $330K
Adell Harriman & Carpenter Inc. 0.02% Reduce -10.7% 2,660 $330K
44 Wealth Management LLC 0.11% Add +7.1% 2,656 $330K
Grey Ledge Advisors, LLC 0.07% No change 2,646 $329K
Buttonwood Financial Advisors Inc. 0.10% No change 2,628 $326K
Boston Trust Walden Corp 0.00% Add +13.8% 2,618 $325K
Lake Street Private Wealth, LLC 0.04% Reduce -0.5% 2,616 $325K
Eastover Investment Advisors LLC 0.13% No change 2,608 $324K
LaFleur & Godfrey LLC 0.04% Reduce -2.5% 2,605 $323K
Aspire Growth Partners LLC 0.19% Reduce -10.8% 2,599 $323K
Act Wealth Management, LLC 0.09% No change 2,597 $323K
Security Financial Services, INC. 0.04% No change 2,596 $322K
Key Capital Management, INC 0.17% No change 2,592 $322K
Signature Resources Capital Management, LLC 0.13% Add +13.9% 2,592 $322K
M.E. Allison & Co., Inc. 0.18% No change 2,584 $321K
All Terrain Financial Advisors, LLC 0.07% No change 2,572 $319K
BancFirst Trust & Investment Management 0.13% Reduce -35.9% 2,600 $317K
LFG Wealth Partners, LLC 0.15% New 2,536 $315K
Montz Harcus Wealth Management LLC 0.11% No change 2,525 $314K
Register Financial Advisors LLC 0.10% Add +0.1% 2,523 $313K
Boston Research & Management Inc. 0.07% Reduce -2.0% 2,520 $313K
Independence Wealth Advisors, LLC 0.16% No change 2,520 $313K
Meridian Investment Counsel Inc. 0.07% No change 2,520 $313K
Wealth Enhancement Trust Services, Inc. 0.03% No change 2,516 $312K
Compass Wealth Management, LLC 0.12% Reduce -2.4% 2,511 $312K
RPS Advisory Solutions LLC 0.20% No change 2,496 $310K
Powell Investment Advisors, LLC 0.10% No change 2,496 $310K
Melfa Wealth Management, Inc. 0.17% No change 2,480 $308K
Philadelphia Trust Co. 0.02% No change 2,464 $306K
First PREMIER Bank 0.05% No change 2,456 $305K
Seamount Financial Group Inc. 0.12% No change 2,440 $303K
ArrowMark Colorado Holdings LLC 0.01% No change 2,440 $303K
Sterling Capital Management LLC 0.01% No change 2,440 $303K
Inscription Capital, LLC 0.03% New 2,438 $303K
Marshall Financial Group, LLC 0.04% Add +8.4% 2,436 $302K
Fiduciary Group, LLC 0.02% No change 2,436 $302K
TPG Advisors LLC 0.17% Reduce -0.4% 2,430 $302K
Wolff Wiese Magana LLC 0.14% No change 2,424 $301K
Howard Financial Services, LTD. 0.03% No change 2,412 $300K
Broadleaf Partners, LLC 0.06% Add +0.6% 2,411 $299K
Walled Lake Planning & Wealth Management, LLC 0.08% No change 2,410 $299K
Mindset Wealth Management, LLC 0.06% New 2,408 $299K
Aspetuck Financial Management LLC 0.18% No change 2,400 $298K
Sequent Asset Management, LLC 0.13% No change 2,400 $298K
Legacy Solutions, LLC 0.24% Reduce -5.1% 2,399 $298K
Chesapeake Wealth Management 0.08% Add +10.1% 2,396 $298K
Gill Capital Partners, LLC 0.08% No change 2,392 $297K
Geometric Wealth Advisors 0.03% Add +4.4% 2,392 $297K
One Wealth Management Investment & Advisory Services, LLC 0.31% Reduce -41.6% 2,384 $296K
Floyd Financial Group LLC 0.19% No change 2,400 $296K
Capstone Wealth Management Group, Inc. 0.18% — 2,381 $296K
KWB Wealth 0.03% Add +7.0% 2,380 $296K
Wingate Wealth Advisors, Inc. 0.13% No change 2,380 $296K
Storen Legacy Partners, LLC 0.08% Add +7.6% 2,371 $294K
United Community Bank 0.09% Add +63.8% 2,359 $293K
Morton Brown Family Wealth, LLC 0.07% Reduce -13.1% 2,358 $293K
PCM Encore, LLC 0.05% No change 2,356 $293K
Richard P Slaughter Associates Inc 0.06% Reduce -23.7% 2,353 $292K
MRP Capital Investments, LLC 0.22% No change 2,352 $292K
Bridgewealth Advisory Group, LLC 0.05% Add +0.1% 2,343 $291K
CVA Family Office, LLC 0.03% No change 2,336 $290K
LaSalle St. Investment Advisors, LLC 0.04% Reduce -18.5% 2,334 $290K
Compass Capital Corp. /Ma/ 0.09% Reduce -75.0% 2,323 $289K
Synergy Investment Management, LLC 0.07% No change 2,323 $288K
Salvus Wealth Management, LLC 0.16% Reduce -17.7% 2,304 $286K
Bond & Devick Financial Network, Inc. 0.07% No change 2,296 $285K
American National Bank & Trust 0.02% No change 2,292 $285K
Bath Savings Trust Co 0.03% Add +1.1% 2,288 $284K
RDA Financial Network 0.06% No change 2,286 $284K
Amara Financial, Llc. 0.17% No change 2,283 $283K
SK Wealth Management, LLC 0.06% Reduce -25.0% 2,281 $283K
Canvas Wealth Advisors, LLC 0.04% New 2,276 $283K
IMC-Chicago, LLC 0.00% New 2,276 $283K
Prosperity Bancshares Inc 0.18% Add +4.4% 2,272 $282K
Burns Matteson Capital Management, LLC 0.09% Reduce -0.1% 2,261 $281K
Prosperity Financial Group, Inc. 0.09% No change 2,260 $281K
William Mack & Associates, Inc. 0.10% No change 2,260 $281K
Pecaut & Co. 0.09% Reduce -1.4% 2,259 $281K
SC&H Financial Advisors, Inc. 0.04% No change 2,254 $280K
Elite Wealth Management, Inc. 0.08% No change 2,252 $280K
Atlas Legacy Advisors, LLC 0.04% No change 2,252 $280K
QTR Family Wealth, LLC 0.10% No change 2,238 $278K
Inspirion Wealth Advisors, LLC 0.03% No change 2,255 $277K
GDS Wealth Management 0.01% Add +0.9% 2,228 $277K
Van Cleef Asset Management,Inc 0.03% Reduce -35.9% 2,220 $276K
Cox Capital Mgt LLC 0.15% No change 2,204 $274K
Arbor Wealth Advisors LLC 0.17% No change 2,200 $273K
Jackson Thornton Wealth Management, LLC 0.02% No change 2,200 $273K
Quartz Partners, LLC 0.09% No change 2,196 $273K
Hollencrest Capital Management 0.02% No change 2,196 $273K
180 Wealth Advisors, LLC 0.03% Add +9.4% 2,188 $272K
Roundview Capital LLC 0.01% Reduce -32.2% 2,184 $271K
FF Advisors,LLC 0.10% No change 2,184 $271K
Obsidian Cio, LLC 0.20% Add +8.3% 2,184 $271K
BankPlus Wealth Management LLC 0.12% Add +0.1% 2,179 $271K
Fielder Capital Group LLC 0.06% No change 2,172 $270K
Institute for Wealth Management, LLC. 0.02% New 2,171 $270K
Van Hulzen Asset Management, LLC 0.02% No change 2,170 $269K
Financial Advisors Network, Inc. 0.03% Add +0.7% 2,168 $269K
Pennsylvania Capital Management Inc. 0.07% No change 2,164 $269K
Argent Advisors, Inc. 0.07% Add +1.3% 2,164 $269K
ERn Financial, LLC 0.04% Add +8.8% 2,164 $269K
Poehling Capital Management, INC. 0.06% Reduce -15.9% 2,160 $268K
Cypress Capital, LLC 0.07% Reduce -8.5% 2,159 $268K
National Wealth Management Group, LLC 0.08% Add +0.2% 2,156 $268K
FWG Holdings, LLC 0.09% No change 2,274 $268K
Ares Financial Consulting, LLC 0.19% No change 2,152 $267K
Nova Wealth Management, Inc. 0.15% Reduce -5.4% 2,149 $267K
Global Wealth Strategies & Associates 0.05% Add +1.9% 2,140 $266K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 2,140 $266K
Center for Financial Planning, Inc. 0.02% Reduce -7.4% 2,140 $266K
Strategic Advisors LLC 0.06% No change 2,136 $265K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -86.8% 2,135 $265K
MBM Wealth Consultants, LLC 0.05% Add +707.6% 2,132 $265K
Focused Wealth Management, Inc 0.02% No change 2,130 $264K
Altfest L J & Co. Inc. 0.03% No change 2,124 $264K
Baldwin Wealth Partners LLC 0.02% No change 2,120 $263K
Wealth Advisory Solutions, LLC 0.05% No change 2,116 $263K
Parkwoods Wealth Partners, LLC 0.04% New 2,116 $263K
Farringdon Capital, Ltd. 0.13% New 2,115 $263K
Old Second National Bank of Aurora 0.05% Reduce -5.4% 2,112 $262K
Mb, Levis & Associates, LLC 0.10% No change 2,104 $261K
Strata Wealth Advisors, LLC 0.06% Reduce -13.2% 2,103 $261K
Southeast Asset Advisors, LLC 0.03% No change 2,100 $261K
Glassy Mountain Advisors, Inc. 0.07% No change 2,092 $260K
Walter & Keenan Wealth Management LLC /in/ 0.06% Reduce -6.8% 2,092 $260K
Goodwin Investment Advisory 0.52% No change 2,092 $260K
Welch Group, LLC 0.01% Reduce -3.7% 2,091 $260K
Quadcap Wealth Management, LLC 0.03% No change 2,085 $259K
BNC Wealth Management, LLC 0.06% No change 2,084 $259K
Bay Rivers Group 0.09% No change 2,080 $258K
North Point Portfolio Managers Corp. 0.04% No change 2,076 $258K
Clean Yield Group 0.06% No change 2,072 $257K
Financial Solutions Advisory Group, Inc. 0.03% No change 2,084 $257K
Johnson & White Wealth Management, LLC 0.10% No change 2,060 $256K
BridgePort Financial Solutions, LLC 0.07% No change 2,058 $256K
East Coast Asset Management, LLC. 0.08% No change 2,056 $255K
First County Bank 0.12% Reduce -21.3% 2,056 $255K
Solidarity Wealth, LLC 0.04% No change 2,052 $255K
Avion Wealth 0.05% Add +32.2% 2,052 $254K
Harmony Asset Management LLC 0.07% No change 2,028 $252K
Aegis Wealth Management LLC 0.12% No change 2,027 $252K
Nilsine Partners, LLC 0.02% No change 2,024 $251K
Fogel Capital Management, Inc. 0.10% No change 2,020 $251K
Baxter Bros Inc. 0.03% No change 2,020 $251K
Octavia Wealth Advisors, LLC 0.02% No change 2,020 $251K
Klingenstein Fields & Co. LP 0.01% Reduce -3.8% 2,020 $251K
TTP Investments, Inc. 0.10% No change 2,017 $250K
Enzi Wealth 0.08% No change 2,020 $249K
PFG Private Wealth Management, LLC 0.11% Reduce -11.5% 2,004 $249K
Heffernan Advisory, Inc. 0.21% New 2,000 $248K
Avondale Wealth Management 0.10% Reduce -6.5% 2,000 $248K
Haven Private, LLC 0.09% No change 2,000 $248K
Lazard Asset Management LLC 0.00% No change 2,000 $248K
Sugar Maple Asset Management, LLC 0.16% Reduce -50.0% 1,996 $248K
Wealth Group Ltd 0.05% No change 1,996 $248K
Vicus Capital 0.02% New 1,994 $248K
Security National Bank 0.03% Add +1.4% 1,992 $247K
Smith Chas P & Associates Pa Cpas 0.01% No change 1,992 $247K
Avise Financial Cooperative, Inc. 0.18% No change 1,991 $247K
Old Peak Finance LLC 0.12% Reduce -74.2% 1,988 $247K
Green Ridge Wealth Planning LLC 0.10% No change 1,988 $247K
Strategic Financial Partners, Ltd. 0.09% New 1,987 $247K
Olistico Wealth, LLC 0.11% No change 1,984 $246K
Norden Group LLC 0.02% Reduce -68.8% 1,984 $246K
Northwest Wealth Advisors, LLC 0.14% Add +0.1% 1,983 $246K
Bucket List Wealth Management, LLC 0.12% No change 1,980 $246K
Avantra Family Wealth, Inc. 0.16% No change 1,976 $245K
Torray Investment Partners LLC 0.04% Reduce -64.4% 1,972 $245K
Palisade Capital Management, LP 0.01% No change 1,971 $245K
Leverty Financial Group, LLC 0.05% No change 1,964 $244K
Absolute Capital Management, LLC 0.06% Reduce -6.7% 1,952 $242K
Fonville Wealth Management LLC 0.04% New 1,947 $242K
Weinberger Asset Management, Inc 0.08% No change 2,042 $242K
Layline Advisors, LLC 0.22% No change 1,931 $240K
Aspirean Wealth, LLC 0.22% No change 1,928 $239K
Harold Davidson & Associates Inc. 0.10% Reduce -57.9% 1,928 $239K
Warwick Investment Management, Inc. 0.03% New 1,927 $239K
Core Wealth Partners LLC 0.10% Reduce -0.5% 1,926 $239K
Sound Income Strategies, LLC 0.01% Reduce -4.8% 1,911 $237K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -4.6% 1,911 $237K
Benin Management CORP 0.05% No change 1,908 $237K
Colonial River Investments, LLC 0.07% Reduce -14.9% 1,906 $237K
Larch Capital Partners LLC 0.03% New 1,902 $236K
Wise Wealth Partners 0.40% Reduce -61.7% 1,901 $236K
Afg Fiduciary Services Limited Partnership 0.19% No change 1,948 $236K
Oakwell Private Wealth Management, LLC 0.04% No change 1,896 $235K
Virtue Asset Management LLC 0.17% No change 1,888 $234K
Financial Alternatives, Inc 0.12% No change 1,888 $234K
JPL Wealth Management, LLC 0.05% No change 1,888 $234K
Annandale Capital, LLC 0.03% New 1,884 $234K
Factor Wealth Management LTD 0.04% New 1,884 $234K
Shrier Wealth Management, LLC 0.08% No change 1,880 $233K
Arch Global Advisors, LLC 0.10% New 1,876 $233K
American Financial Advisors, LLC 0.03% New 1,872 $232K
Finward Bancorp 0.18% New 1,872 $232K
Drake & Associates, LLC 0.04% New 1,868 $232K
Randolph Co Inc 0.02% New 1,860 $231K
United Bank 0.07% New 1,856 $230K
KRM Wealth Management L.L.C. 0.10% Reduce -7.0% 1,853 $230K
Mitchell Capital Management Co. 0.04% New 1,852 $230K
Kinetic Wealth Investment Advisors LLC 0.11% — 1,850 $230K
WealthCollab, LLC 0.08% No change 1,848 $229K
Cutler Investment Counsel LLC 0.02% Reduce -19.9% 1,848 $229K
McHugh Group, LLC 0.12% New 1,848 $229K
Edgestream Partners, L.P. 0.01% Reduce -79.0% 1,848 $229K
Wedgewood Investors Inc. 0.24% New 1,844 $229K
Mountain Capital Investment Advisors Inc. 0.03% No change 1,836 $228K
Meridian Financial Advisors, LLC 0.11% New 1,832 $227K
One Degree Advisors Inc 0.05% New 1,851 $227K
DB&C Advisors, LLC 0.24% New 1,817 $226K
Clifford Swan Investment Counsel LLC 0.01% New 1,812 $225K
Keystone Financial Group, Inc. 0.12% Add +0.1% 1,810 $225K
Asset Advisory Group, Inc. 0.10% New 1,803 $224K
DecisionMap Wealth Management, LLC 0.13% New 1,800 $224K
Horrell Capital Management, Inc. 0.10% No change 1,800 $224K
Meridian Wealth Partners, LLC 0.03% New 1,796 $223K
Everest Financial Group LLC 0.03% New 1,792 $223K
Prepared Retirement Institute LLC 0.09% New 1,792 $223K
Up Strategic Wealth Investment Advisors LLC 0.13% Reduce -75.0% 1,796 $223K
Regatta Research & Money Management 0.21% — 1,788 $222K
SevenBridge Financial Group, LLC 0.03% No change 1,780 $222K
WealthTrust Asset Management, LLC 0.12% New 1,785 $222K
Wealthcare Capital Management LLC 0.02% New 1,780 $221K
Missouri Trust & Investment Co 0.06% No change 1,860 $220K
Hopwood Financial Services, Inc. 0.13% New 1,768 $220K
Provident Investment Management, Inc. 0.02% New 1,760 $219K
Kingsbury Capital Investment Advisors LLC 0.18% New 1,759 $218K
KMT Wealth Management, LLC 0.18% New 1,759 $218K
Monetary Solutions, Ltd 0.19% No change 1,756 $218K
Lineweaver Wealth Advisors, LLC 0.03% New 1,756 $218K
Lewis Asset Management, LLC 0.08% New 1,752 $218K
Two Sigma Securities, LLC 0.02% Reduce -82.6% 1,752 $218K
Channel Wealth LLC 0.05% Reduce -7.3% 1,751 $217K
Lazari Capital Management, Inc. 0.07% New 1,750 $217K
Capital Investment Management, Inc. 0.07% New 1,745 $217K
Front Row Advisors LLC 0.06% No change 1,752 $217K
PDS Planning, Inc 0.01% Reduce -9.6% 1,732 $215K
Opinicus Capital, Inc. 0.11% New 1,729 $215K
J. Derek Lewis & Associates Inc. 0.04% Reduce -9.4% 1,729 $215K
IFS Group,LLC 0.29% New 1,728 $215K
Shelton Wealth Management, LLC 0.08% New 1,728 $215K
Arjuna Capital 0.05% Reduce -0.1% 1,722 $214K
Plus Group Wealth Advisors LLC 0.20% New 1,719 $213K
3EDGE Asset Management, LP 0.01% New 1,716 $213K
Element Wealth, LLC 0.08% New 1,713 $213K
Dominguez Wealth Management Solutions, Inc. 0.12% New 1,713 $213K
Ti-Trust, Inc. 0.11% New 1,708 $212K
Sun Financial Inc 0.10% Reduce -75.0% 1,707 $212K
Innovative Wealth Building LLC 0.12% New 1,704 $212K
Midwest Heritage Bank, FSB 0.06% New 1,702 $211K
Legacy Wealth Managment, LLC 0.09% No change 1,692 $210K
OneAscent Financial Services LLC 0.01% Reduce -11.0% 1,691 $210K
Monument Group Wealth Advisors, LLC 0.10% New 1,682 $209K
Douglass Winthrop Advisors, LLC 0.00% New 1,682 $209K
truNorth Financial Services, Inc. 0.19% New 1,681 $209K
Mascoma Wealth Management LLC 0.04% Reduce -38.5% 1,668 $207K
Huntleigh Advisors, Inc. 0.03% New 1,663 $207K
SYM FINANCIAL Corp 0.02% Add +15.8% 1,663 $207K
Truvestments Capital LLC 0.03% No change 1,660 $206K
Fairscale Capital, LLC 0.12% No change 1,660 $206K
Security National Bank of Sioux City Iowa 0.08% New 1,660 $206K
Royal Fund Management, LLC 0.02% New 1,655 $206K
Passive Capital Management, LLC. 0.06% New 433 $205K
Fortitude Advisory Group L.L.C. 0.08% New 1,640 $204K
Fortem Financial Group, LLC 0.04% New 1,640 $204K
Authentikos Wealth Advisory, LLC 0.13% New 1,632 $203K
Wright Wealth LLC 0.12% Reduce -17.7% 1,632 $203K
USAdvisors Wealth Management, LLC 0.06% New 1,629 $202K
Pacific Excel Wealth Advisors, Inc. 0.08% New 1,625 $202K
Heritage Family Offices, LLP 0.08% New 1,625 $202K
Centurion Wealth Management LLC 0.05% Reduce -16.5% 1,620 $201K
New Capital Management LP 0.05% New 1,620 $201K
William Blair Investment Management, LLC 0.00% Reduce -99.5% 1,608 $200K
Mill Capital Management, LLC 0.01% No change 1,600 $199K
Piscataqua Savings Bank 0.13% Reduce -32.3% 1,600 $199K
Anchor Investment Management, LLC 0.01% Reduce -76.6% 1,560 $194K
Kennebec Savings Bank 0.15% No change 1,552 $193K
LifeSteps Financial, Inc. 0.09% New 1,533 $190K
Measured Wealth Private Client Group, LLC 0.05% No change 1,532 $190K
Standard Family Office LLC 0.17% No change 1,520 $189K
Allied Private Wealth LLC 0.12% — 1,541 $188K
Centerpoint Advisors, LLC 0.05% No change 1,500 $186K
StrongBox Wealth, LLC 0.05% New 1,484 $184K
Holos Integrated Wealth LLC 0.09% Reduce -14.3% 1,501 $182K
McGuire Capital Advisors Inc. 0.10% Reduce -9.1% 1,454 $180K
Viewpoint Capital Management LLC 0.09% No change 1,448 $180K
Flagship Wealth Advisors, LLC 0.04% Add +669.1% 1,446 $180K
SRH Advisors, LLC 0.05% No change 1,424 $177K
SIMA Wealth Partners, LLC 0.12% No change 1,416 $176K
Silver Grove Financial Group, Inc. 0.09% New 1,413 $175K
West Branch Capital LLC 0.04% No change 1,400 $174K
Mosley Wealth Management 0.05% Reduce -74.0% 1,330 $165K
Vision Retirement, LLC 0.04% No change 1,324 $164K
Sellwood Investment Partners LLC 0.06% No change 1,312 $163K
Peoples Financial Services Corp. 0.07% Reduce -35.8% 1,300 $161K
Abound Financial, LLC 0.06% No change 1,280 $159K
Milestone Investment Advisors LLC 0.03% Add +2.5% 1,275 $158K
Jackson, Grant Investment Advisers, Inc. 0.05% No change 1,257 $156K
Caitlin John, LLC 0.09% Reduce -21.4% 1,252 $155K
Evergreen Private Wealth LLC 0.06% No change 1,252 $155K
Morling Financial Advisors, LLC 0.04% No change 1,228 $152K
Oakmont Advisory Group, LLC 0.13% New 1,215 $151K
Costello Asset Management, INC 0.04% No change 1,204 $150K
Templeton & Phillips Capital Management, LLC 0.11% No change 1,200 $149K
Beacon Investment Advisory Services, Inc. 0.01% No change 1,172 $146K
Crews Bank & Trust 0.02% No change 1,172 $146K
Caldwell Sutter Capital, Inc. 0.05% No change 1,164 $145K
Entrust Financial LLC 0.09% No change 1,127 $140K
High Note Wealth, LLC 0.02% No change 1,100 $137K
Capital Investment Counsel, Inc 0.01% No change 1,100 $137K
Financial Gravity Companies, Inc. 0.02% — 1,092 $136K
Wellington-Altus USA Inc. 0.10% Reduce -93.8% 314 $134K
Atlantic Private Wealth, LLC 0.08% No change 1,060 $132K
Investment Research & Advisory Group, Inc. 0.04% New 1,048 $130K
Tidemark, LLC 0.03% No change 1,021 $127K
Evolution Wealth Management Inc. 0.07% Reduce -24.8% 1,014 $126K
Hickory Point Bank & Trust 0.08% No change 1,000 $124K
CoreFirst Bank & Trust 0.06% No change 1,000 $124K
Sachetta, LLC 0.06% Add +2.5% 988 $123K
Frazier Financial Advisors, LLC 0.06% No change 984 $122K
Field & Main Bank 0.02% No change 960 $119K
Trifecta Capital Advisors, LLC 0.01% Reduce -46.3% 928 $115K
Godfrey Financial Associates, Inc. 0.09% No change 924 $115K
Sankala Group LLC 0.08% No change 928 $114K
Hanson & Doremus Investment Management 0.01% No change 908 $113K
3Chopt Investment Partners, LLC 0.02% New 900 $112K
Luken Investment Analytics, LLC 0.04% Reduce -0.3% 889 $110K
Continuum Advisory, LLC 0.01% New 884 $110K
RMG Wealth Management LLC 0.01% Reduce -75.0% 880 $109K
Rosenberg Matthew Hamilton 0.02% Reduce -2.6% 880 $109K
Cherry Tree Wealth Management, LLC 0.02% No change 872 $108K
Timmons Wealth Management, LLC 0.08% Add +0.1% 841 $104K
Coston, McIsaac & Partners 0.02% No change 820 $101K
Advantage Trust Co 0.03% New 800 $99K
Winthrop Capital Management, LLC 0.02% No change 800 $99K
Abound Wealth Management 0.02% Add +4.5% 794 $99K
Gladwyn Financial Advisors, Inc. 0.06% No change 780 $97K
VSM Wealth Advisory, LLC 0.03% No change 780 $97K
Bernard Wealth Management Corp. 0.04% No change 768 $95K
Toth Financial Advisory Corp. 0.01% Reduce -55.9% 767 $95K
Planning Strategies Inc. 0.06% — 760 $94K
Noble Wealth Management PBC 0.04% Reduce -11.7% 752 $93K
Cape Investment Advisory, Inc. 0.02% New 732 $91K
Dunhill Financial, LLC 0.02% Reduce -21.9% 712 $88K
Versant Capital Management, Inc 0.01% Add +197.0% 701 $87K
MPWM Advisory Solutions, LLC 0.04% Add +13.1% 692 $86K
Richardson Financial Services Inc. 0.05% No change 688 $85K
Philadelphia Investment Partners, LLC 0.05% Add +0.3% 670 $83K
Piedmont Capital Management, LLC 0.05% No change 660 $82K
Delta Asset Management LLC 0.01% No change 608 $75K
Smallwood Wealth Investment Management, LLC 0.03% No change 600 $75K
Quaker Wealth Management, LLC 0.02% No change 600 $75K
Provident Wealth Management, LLC 0.02% No change 600 $75K
Dorato Capital Management 0.05% No change 596 $74K
Westside Investment Management, Inc. 0.01% No change 580 $72K
Medallion Wealth Advisors, LLC 0.02% Reduce -77.1% 580 $72K
Comprehensive Financial Planning, Inc. 0.04% Add +0.2% 577 $72K
ARK Investment Management 0.00% Reduce -34.0% 570 $71K
Strategic Investment Solutions, Inc. 0.02% No change 568 $71K
Fairman Group, LLC 0.06% Reduce -0.5% 565 $70K
Community Financial Services Group, LLC 0.01% Reduce -8.4% 568 $70K
Mark Sheptoff Financial Planning, LLC 0.04% Reduce -75.0% 560 $70K
Core Alternative Capital 0.02% Reduce -5.1% 558 $69K
Burk Holdings LLC 0.03% Reduce -17.9% 552 $69K
Twin Lakes Capital Management, LLC 0.03% No change 536 $67K
CNB Bank 0.03% Reduce -8.5% 527 $65K
Kimelman & Baird, LLC 0.00% No change 520 $65K
Signature Equity Partners, LLC 0.03% Reduce -55.5% 509 $63K
Bear Mountain Capital, Inc. 0.02% No change 504 $62K
First Community Trust NA 0.03% No change 500 $62K
American Capital Advisory, LLC 0.02% No change 464 $58K
Steigerwald, Gordon & Koch Inc. 0.01% No change 448 $56K
McMillan Office, Inc. 0.01% No change 444 $55K
Sfam, LLC 0.04% No change 440 $55K
Cornerstone National Bank & Trust Co 0.02% No change 404 $50K
Main Street Group, LTD 0.01% Reduce -33.8% 400 $50K
Cranbrook Wealth Management, LLC 0.01% No change 400 $50K
Manning & Napier Advisors LLC 0.00% No change 400 $50K
N.E.W. Advisory Services LLC 0.00% No change 388 $48K
Bell Investment Advisors, Inc 0.01% No change 376 $47K
Hughes Financial Services, LLC 0.01% No change 368 $46K
Sawyer & Company, Inc 0.02% Reduce -35.5% 364 $45K
Citizens National Bank Trust Department 0.01% No change 360 $45K
Logan Capital Management Inc. 0.00% — 352 $44K
Investment Counsel Co. of Nevada 0.08% New 332 $41K
Red Reef Advisors LLC 0.04% No change 320 $40K
Morris Financial Concepts, Inc. 0.01% No change 320 $40K
Atlatl Advisers LLC 0.01% New 320 $40K
BankChampaign, National Association 0.03% Add +2.6% 316 $39K
Seneschal Advisors, LLC 0.03% No change 312 $39K
XP Advisory US, Inc. 0.02% — 308 $38K
Accent Capital Management, LLC 0.02% New 300 $37K
one8zero8, LLC 0.01% Reduce -25.0% 300 $37K
Cambient Family Office, LLC 0.00% New 300 $37K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -35.1% 296 $37K
Axiom Investment Management LLC 0.02% New 284 $35K
Gables Capital Management Inc. 0.01% No change 276 $34K
Richards, Merrill & Peterson, Inc. 0.01% No change 276 $34K
Networth Advisors, LLC 0.02% No change 272 $34K
Tower View Wealth Management LLC 0.01% Add +0.8% 238 $30K
Byrne Asset Management LLC 0.02% No change 236 $29K
Gen-Wealth Partners Inc 0.01% No change 236 $29K
Godsey & Gibb, Inc. 0.00% No change 232 $29K
Raffa Wealth Management, LLC 0.00% No change 232 $29K
Hilton Head Capital Partners, LLC 0.01% Reduce -50.9% 228 $28K
Fourth Dimension Wealth, LLC 0.01% No change 224 $28K
Alerus Financial NA 0.00% No change 224 $28K
Kingdom Financial Group LLC. 0.01% Reduce -41.3% 216 $27K
Roxbury Financial LLC 0.02% No change 216 $27K
Basepoint Wealth LLC 0.01% Add +0.5% 205 $26K
Chilton Capital Management LLC 0.00% Reduce -98.3% 200 $25K
Armor Investment Advisors, LLC 0.01% No change 200 $25K
Avalon Trust Co 0.00% No change 196 $24K
Consultiva Wealth Management, Corp. 0.05% No change 192 $24K
Financial Avengers, Inc. 0.01% New 192 $24K
Y.D. More Investments Ltd 0.00% No change 192 $24K
Federation des caisses Desjardins du Quebec 0.00% Reduce -100.0% 180 $22K
1015 Capital Partners, LLC 0.02% No change 176 $22K
Nemes Rush Group LLC 0.00% No change 172 $21K
Ogorek Anthony Joseph /NY/ 0.00% Add +0.6% 157 $19K
Founders Capital Management 0.01% No change 144 $18K
First Pacific Financial 0.00% No change 140 $17K
DecisionPoint Financial, LLC 0.00% Reduce -90.6% 138 $17K
Integrity Financial Corp 0.01% No change 132 $16K
Collier Financial 0.01% Add +166.7% 128 $16K
Timbuktu Capital Management, LLC 0.02% — 120 $15K
Concord Wealth Partners 0.00% New 110 $14K
Physician Wealth Advisors, Inc. 0.00% Add +0.9% 109 $14K
Dynamic Wealth Strategies, LLC 0.01% No change 108 $13K
HighMark Wealth Management LLC 0.00% No change 104 $13K
Valued Wealth Advisors LLC 0.00% No change 104 $13K
Broadwater Capital Management LLC 0.01% No change 100 $12K
Downshift Financial, LLC 0.01% New 92 $11K
Murphy & Mullick Capital Management Corp 0.01% No change 80 $10K
McDonald Partners LLC 0.00% New 80 $10K
Granite Investment Partners, LLC 0.00% No change 80 $10K
Pacifica Partners Inc. 0.00% No change 72 $9K
Wagner Wealth Management, LLC 0.00% No change 68 $8K
Daytona Street Capital LLC 0.01% No change 68 $8K
Brooklyn FI, LLC 0.00% New 68 $8K
Atlas Capital Advisors Inc. 0.00% No change 56 $7K
Tucker Asset Management LLC 0.00% New 52 $6K
Bullock Wealth Management Group 0.00% No change 52 $6K
Elevate Wealth Advisory, Inc. 0.00% No change 48 $6K
Rexford Capital Inc. 0.00% New 37 $5K
Horizon Financial Services, LLC 0.00% No change 36 $4K
Morgan Dempsey Capital Management LLC 0.00% No change 36 $4K
REAP Financial Group, LLC 0.00% New 32 $4K
Graney & King, LLC 0.00% No change 32 $4K
1620 Investment Advisors, Inc. 0.00% No change 32 $4K
10Elms LLP 0.00% No change 32 $4K
Tripletail Wealth Management, LLC 0.00% New 24 $3K
Pursuit Wealth Strategies, LLC 0.00% New 23 $3K
Contravisory Investment Management, Inc. 0.00% No change 16 $2K
Horizon Investments, LLC 0.00% Reduce -50.0% 16 $2K
Winch Advisory Services, LLC 0.00% Reduce -75.0% 15 $2K
LM Advisors LLC 0.01% Add +151.7% 12,644 $2K
Acumen Wealth Advisors, LLC 0.00% Reduce -33.3% 8 $994
Banque Cantonale Vaudoise 0.00% No change 240 $30
Fred Alger Management, LLC 0.00% New 14,772 $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.