iShares Russell 2000 ETFIWMETF

13F holders, Q1 2024 (March 31)
2,204holders
6famous investors
$210.24avg. 13F price*

At the end of Q1 2024, 2,204 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings. The largest holders were Bank of America Corp. ($6.6B), Goldman Sachs Group Inc. ($5.1B) and Wells Fargo & Company ($4.2B). 6 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
iShares Russell 2000 ETF
CUSIP
464287655
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions166$1.0B
Exits178$1.9B

Ownership 2,204 holders

Bank of America Corp. 0.65% Add +20.9% 31,406,891 $6.6B
Goldman Sachs Group Inc. 1.07% Reduce -1.7% 24,115,153 $5.1B
Wells Fargo & Company 1.10% Reduce -8.3% 19,810,903 $4.2B
Morgan Stanley 0.28% Reduce -28.4% 16,450,994 $3.5B
BlackRock Inc. 0.05% Add +2.0% 9,879,834 $2.1B
Healthcare of Ontario Pension Plan Trust Fund 6.76% Reduce -30.5% 9,112,000 $1.9B
Susquehanna International Group, LLP 2.75% Add +55.3% 8,645,643 $1.8B
Jones Financial Companies LLLP 2.16% Add +2.8% 7,534,975 $1.6B
Empower Advisory Group, LLC 5.74% Reduce -2.7% 7,295,161 $1.5B
Rafferty Asset Management, LLC 5.52% Reduce -18.1% 7,034,963 $1.5B
JPMorgan Chase & Co. 0.11% Add +44.7% 6,009,724 $1.3B
LPL Financial LLC 0.67% Add +6.5% 5,936,698 $1.2B
UBS Group AG 0.32% Add +6.6% 4,544,310 $955.7M
Royal Bank of Canada 0.23% Reduce -48.4% 4,455,482 $937.0M
Northern Trust Corp. 0.14% Reduce -0.6% 3,778,045 $794.5M
US Bancorp \de 1.10% Add +2.4% 3,754,489 $789.6M
HRT Financial LP 4.67% Add +1.7% 3,607,861 $758.7M
BNP Paribas Financial Markets 0.95% Add +107.9% 3,606,819 $758.5M
Alliancebernstein L.P. 0.25% Add +249.6% 3,413,936 $718.0M
Toronto Dominion Bank 1.08% Reduce -56.2% 3,290,853 $692.1M
PNC Financial Services Group, Inc. 0.48% Reduce -0.9% 3,251,364 $683.8M
Envestnet Asset Management Inc. 0.25% Reduce -0.3% 3,246,693 $682.8M
M&T Bank Corp 2.18% Add +14.5% 2,976,980 $626.1M
FMR LLC 0.04% Add +34.6% 2,592,425 $545.2M
Bank of Montreal 0.17% Reduce -43.7% 2,540,922 $532.8M
Jane Street Group, LLC 0.69% Add +33.4% 2,525,270 $531.1M
Natixis 2.46% New 2,100,100 $441.7M
Bank of New York Mellon Corp 0.08% Reduce -8.5% 2,078,503 $437.1M
Citigroup Inc. 0.47% Add +35.9% 2,064,651 $434.2M
Cibc World Market Inc. 1.04% Add +28.2% 1,925,806 $405.0M
Canada Pension Plan Investment Board 0.38% No change 1,723,000 $362.3M
Barclays PLC 0.15% Reduce -45.4% 1,557,609 $327.6M
Rokos Capital Management LLP 8.49% Reduce -56.1% 1,547,584 $325.5M
Ameriprise Financial Inc. 0.09% Add +15.9% 1,532,731 $322.5M
Millburn Ridgefield LLC 8.51% Add +10.7% 1,461,619 $307.4M
Catalyst Capital Advisors LLC 7.40% Add +10.7% 1,461,619 $307.4M
Franklin Resources Inc. 0.10% Add +2.2% 1,435,269 $301.8M
Truist Financial Corp. 0.45% Reduce -3.6% 1,411,459 $296.8M
Baird Financial Group, Inc. 0.49% Add +0.4% 1,114,425 $234.4M
Factory Mutual Insurance Co. 2.59% Reduce -29.0% 1,070,500 $225.1M
59 North Capital Management, LP 13.26% Add +116.1% 1,046,318 $220.0M
Envestnet Portfolio Solutions, Inc. 0.81% Add +1.3% 1,028,009 $216.2M
Pathstone Holdings, LLC 0.91% Add +0.0% 917,980 $193.1M
Raymond James & Associates 0.13% Reduce -3.1% 899,802 $189.2M
AMG National Trust Bank 5.46% Add +1.0% 888,075 $186.8M
Wellington Management Group LLP 0.03% Reduce -36.2% 869,932 $182.9M
Keybank National Association 0.74% Add +1.6% 846,865 $178.1M
Avantax Advisory Services, Inc. 1.54% Reduce -5.4% 826,965 $173.9M
Raymond James Financial Services Advisors, Inc. 0.25% Add +2.6% 798,232 $167.9M
Cetera Investment Advisers 0.39% Add +342.8% 790,880 $166.3M
Fifth Third Bancorp 0.62% Add +19.6% 754,329 $158.6M
Johns Hopkins University 6.13% No change 747,499 $157.2M
Brown Advisory Inc. 0.21% Reduce -3.1% 744,012 $156.5M
Synovus Financial Corp. 2.00% Add +3.5% 732,087 $154.0M
Mariner, LLC 0.31% Reduce -1.9% 718,306 $151.1M
LBMC Investment Advisors, LLC 12.88% Add +0.7% 706,274 $148.5M
Wolverine Trading, LLC 1.50% Add +912.5% 702,841 $147.8M
Rockefeller Capital Management L.P. 0.43% Add +4.9% 693,254 $145.8M
Optiver Holding B.V. 6.02% Add +434.2% 690,192 $145.1M
HighTower Advisors, LLC 0.23% Reduce -9.4% 688,232 $144.7M
Tiaa Trust, National Association 0.44% Reduce -1.9% 678,942 $142.8M
Osaic Holdings, Inc. 0.30% Reduce -26.4% 646,747 $136.0M
Commonwealth Equity Services, LLC 0.22% Add +3.0% 630,379 $132.6M
CIBC Private Wealth Group LLC 0.26% Add +7.8% 631,224 $131.5M
Sand Hill Global Advisors, LLC 6.16% Reduce -2.0% 617,011 $129.8M
Gendell Jeffrey L 4.92% Add +34.7% 606,201 $127.5M
Creative Planning 0.13% Reduce -3.3% 571,852 $120.3M
Jefferies Financial Group Inc. 2.63% Reduce -27.2% 570,493 $120.0M
Broadwood Capital Inc. 8.94% No change 566,000 $119.0M
Cerity Partners LLC 0.31% Reduce -37.4% 563,974 $118.5M
Temasek Holdings (Private) Ltd 0.62% Reduce -34.0% 531,706 $111.8M
Glenmede Trust Co. NA 0.54% Add +0.3% 511,438 $107.6M
Northwestern Mutual Wealth Management Co. 0.11% Add +14.2% 504,820 $106.2M
Commerce Bank 0.70% Reduce -2.9% 501,233 $105.4M
Stifel Financial Corp. 0.12% Add +0.5% 487,925 $102.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 3.10% Reduce -2.7% 479,856 $100.9M
Citadel Advisors 0.10% Reduce -73.4% 471,292 $99.1M
Old Mission Capital LLC 2.32% Add +482.5% 450,774 $94.8M
Cresset Asset Management, LLC 0.45% Add +19.2% 440,338 $92.6M
Two Sigma Investments, LP 0.23% Reduce -55.0% 435,724 $91.6M
Blair William & Co. 0.29% Add +4.7% 435,339 $91.6M
MAI Capital Management 0.95% Add +15.6% 432,249 $90.9M
Tower Research Capital LLC (TRC) 2.17% Add +256.9% 428,888 $90.2M
Balyasny Asset Management L.P. 0.23% Reduce -83.6% 417,929 $87.9M
SG Americas Securities, LLC 0.45% Reduce -34.4% 409,997 $86.2M
Millennium Management 0.07% Add +34.2% 398,265 $83.8M
Parallax Volatility Advisers, L.P. 2.68% New 384,573 $80.9M
National Bank of Canada 0.14% Reduce -1.9% 388,448 $79.4M
D. E. Shaw & Co. 0.11% New 377,184 $79.3M
Twin Tree Management, LP 1.74% Reduce -63.0% 365,214 $76.8M
WASHINGTON TRUST Co 2.73% Add +1.1% 353,101 $74.3M
Citizens Financial Group Inc. 2.47% Reduce -3.2% 351,780 $74.0M
Halbert Hargrove Global Advisors, LLC 4.84% Reduce -1.4% 347,592 $73.1M
Arvest Trust Co. N A 3.92% Reduce -0.7% 328,132 $69.0M
Comerica Bank 0.30% Reduce -2.6% 327,917 $69.0M
Alaska Permanent Fund Corp 0.96% No change 309,518 $65.1M
Neuberger Berman Group LLC 0.05% Reduce -50.2% 308,255 $64.8M
Parkside Investments, LLC 10.26% Add +1.5% 307,503 $64.7M
Main Street Research LLC 4.37% Add +10.8% 305,424 $64.2M
Moneta Group Investment Advisors LLC 1.03% Add +36.3% 300,337 $63.2M
Corient Private Wealth LP 0.11% Reduce -10.0% 288,992 $60.8M
Diversified, LLC 8.27% Add +4110.4% 285,804 $60.1M
GLOBALT Investments LLC / GA 2.38% Reduce -1.5% 283,962 $59.7M
Regions Financial Corp. 0.45% Reduce -2.5% 282,799 $59.5M
University of Illinois Foundation 21.91% Add +33.7% 281,762 $59.3M
Captrust Financial Advisors 0.22% Reduce -9.8% 280,862 $59.1M
Federation des caisses Desjardins du Quebec 0.42% Add +1294.2% 275,278 $57.9M
Deutsche Bank AG 0.03% Reduce -7.6% 266,952 $56.1M
First Financial Bank - Trust Division 5.36% Add +5.8% 265,160 $55.8M
Cambridge Investment Research Advisors, Inc. 0.21% Reduce -5.8% 263,101 $55.3M
Whittier Trust Co. 0.79% Reduce -1.9% 257,604 $54.2M
Q Global Advisors, LLC 20.39% New 253,265 $53.3M
HSBC Holdings PLC 0.04% Reduce -57.6% 249,626 $52.5M
Janney Montgomery Scott LLC 0.15% Reduce -6.3% 247,737 $52.1M
Accredited Investors Inc. 3.27% Reduce -3.2% 242,075 $50.9M
Victory Capital Management Inc. 0.05% Add +62.4% 241,713 $50.8M
FineMark National Bank & Trust 1.87% Add +1.8% 239,251 $50.3M
First Western Trust Bank 2.27% Reduce -2.7% 237,541 $50.0M
Peapack Gladstone Financial Corp. 0.76% Reduce -1.8% 230,815 $48.5M
National Philanthropic Trust 1.03% Reduce -0.6% 223,580 $47.0M
Schonfeld Strategic Advisors LLC 0.37% Add +63.8% 222,002 $46.7M
Stairway Partners, LLC 3.76% Add +24.1% 221,141 $46.5M
Geller Advisors LLC 3.70% Reduce -4.3% 216,995 $45.6M
Savant Capital, LLC 0.52% Reduce -1.6% 215,187 $45.3M
Kestra Advisory Services, LLC 0.30% Add +38.5% 214,999 $45.2M
River Wealth Advisors LLC 6.40% Add +6.1% 209,454 $44.0M
Mercer Global Advisors Inc. 0.12% Add +1.8% 206,793 $43.5M
Johnson Investment Counsel Inc. 0.47% Add +7.8% 204,675 $43.0M
MML Investors Services, LLC 0.18% Add +10.3% 204,651 $43.0M
DE Burlo Group Inc. 5.64% Add +61.2% 202,100 $42.5M
Atria Investments, Inc 0.58% Reduce -2.8% 200,080 $42.1M
Iridian Asset Management LLC 8.25% Reduce -60.0% 200,000 $42.1M
IMC-Chicago, LLC 1.44% Reduce -76.8% 197,117 $41.5M
UMB Bank, n.a. 0.66% Reduce -3.1% 196,962 $41.4M
Pittenger & Anderson Inc. 1.68% Add +0.9% 196,309 $41.3M
Wintrust Investments LLC 3.62% Add +3.4% 195,261 $41.1M
Anderson Hoagland & Co. 4.56% Add +3.6% 202,498 $40.7M
Rhumbline Advisers 0.04% Reduce -7.9% 193,368 $40.7M
Cwm, LLC 0.20% Add +41.2% 191,402 $40.3M
TCTC Holdings, LLC 1.33% Add +20.4% 190,141 $40.0M
Modera Wealth Management, LLC 0.61% Reduce -2.0% 189,674 $39.9M
Private Advisor Group, LLC 0.28% Reduce -3.7% 186,073 $39.1M
German American Bancorp, Inc. 4.69% Add +5.9% 185,522 $39.0M
Flow Traders U.S. LLC 2.07% Reduce -43.8% 184,382 $38.8M
Stock Yards Bank & Trust Co. 1.28% Reduce -2.3% 183,361 $38.6M
Great Waters Wealth Management 6.15% Reduce -9.2% 178,921 $37.6M
Dakota Wealth Management 0.91% Add +2.6% 173,359 $36.5M
Metropolitan Life Insurance Co 1.58% Add +1.6% 173,050 $36.4M
Red Cedar Investment Management, LLC 4.51% Add +34.8% 171,794 $36.1M
InterOcean Capital Group, LLC 0.83% Add +6.4% 165,933 $34.9M
MetLife Investment Management, LLC 0.23% Reduce -24.8% 165,430 $34.8M
AE Wealth Management LLC 0.39% Reduce -32.9% 162,840 $34.2M
ExodusPoint Capital Management, LP 0.41% Add +4165.2% 159,434 $33.5M
NewEdge Advisors, LLC 0.29% Add +26.2% 157,069 $33.0M
Banco Santander, S.A. 0.39% Add +167.9% 155,686 $32.7M
Credit Agricole S A 0.55% Add +106.4% 166,335 $32.1M
Parkside Advisors LLC 8.22% Add +0.5% 151,809 $31.9M
Swan Global Investments, LLC 1.49% Reduce -2.7% 144,047 $30.3M
Kopp LeRoy C 16.43% — 106,250 $28.8M
Kopp Family Office, LLC 16.43% Reduce -6.3% 106,250 $28.8M
Hengehold Capital Management LLC 2.99% Add +1.4% 133,448 $28.1M
Gilbert & Cook, Inc. 3.78% Add +1.1% 131,983 $27.8M
Whittier Trust Co. of Nevada Inc. 0.80% Add +2.3% 131,803 $27.7M
First Horizon Advisors, Inc. 0.85% Add +1.2% 130,796 $27.5M
Busey Bank 0.97% Reduce -3.8% 130,479 $27.4M
D.A. Davidson & Co. 0.25% Add +7.9% 130,169 $27.4M
TRUE Private Wealth Advisors 3.05% Add +86.9% 126,559 $26.6M
Amarillo National Bank 4.91% Reduce -0.9% 125,004 $26.3M
Stratos Wealth Partners, LTD. 0.43% Add +107.7% 122,672 $25.8M
GTS Securities LLC 0.70% Reduce -53.2% 122,529 $25.8M
Diversify Advisory Services, LLC 1.51% — 122,699 $25.6M
Edge Wealth Management LLC 5.32% Add +0.7% 120,314 $25.3M
Janney Capital Management LLC 1.67% Reduce -3.2% 119,211 $25.1M
Foster Group, Inc. 1.24% Reduce -3.3% 118,823 $25.0M
J. Goldman & Co LP 1.13% Add +9.5% 118,768 $25.0M
Waverly Advisors, LLC 0.58% Add +118.1% 118,057 $24.8M
Litman Gregory Wealth Management LLC 2.24% Reduce -0.0% 117,655 $24.7M
Buckingham Strategic Wealth, LLC 0.26% Reduce -5.2% 115,762 $24.3M
Tarbox Family Office, Inc. 4.27% Reduce -0.4% 115,555 $24.3M
Hudson Bay Capital Management LP 0.24% Add +15.0% 115,000 $24.2M
Marshall & Sullivan Inc. 11.93% Add +0.1% 114,631 $24.1M
Ally Financial Inc. 3.21% No change 113,000 $23.8M
Polar Asset Management Partners Inc. 0.85% Reduce -3.5% 112,700 $23.7M
Equitable Holdings, Inc. 0.27% Add +20.3% 112,465 $23.7M
Hollencrest Capital Management 1.08% Add +1145.2% 111,596 $23.5M
Valeo Financial Advisors, LLC 0.83% Reduce -5.6% 117,678 $23.3M
Shapiro Capital Management LLC 0.61% Add +1394.0% 109,499 $23.0M
Point72 Europe (London) LLP 2.14% New 109,200 $23.0M
Atria Wealth Solutions, Inc. 0.26% Add +6.3% 108,748 $22.9M
Oldfather Financial Services, LLC 9.35% Add +1.6% 108,057 $22.7M
Wealth Enhancement Advisory Services, LLC 0.06% Add +19.5% 107,904 $22.7M
Sageworth Trust Co 1.46% Reduce -25.0% 107,903 $22.7M
Man Group plc 0.06% Reduce -73.0% 107,130 $22.5M
IHT Wealth Management, LLC 0.90% Reduce -0.6% 106,552 $22.4M
NorthCoast Asset Management LLC 0.28% Add +5709.9% 105,857 $22.3M
Country Trust Bank 0.57% Reduce -6.8% 104,679 $22.0M
1ST Source Bank 1.27% Reduce -0.7% 103,973 $21.9M
Consolidated Investment Group LLC 3.54% No change 103,911 $21.9M
Salomon & Ludwin, LLC 1.86% Reduce -1.8% 102,164 $21.6M
Swmg, LLC 9.69% Reduce -4.7% 102,393 $21.5M
Waters Parkerson & Co., LLC 1.10% Add +1.0% 101,843 $21.4M
Guggenheim Capital LLC 0.15% Add +3.9% 101,646 $21.4M
Paulson Wealth Management Inc. 6.27% Add +6.4% 101,456 $21.3M
Wealthspire Advisors, LLC 0.28% Reduce -3.8% 101,452 $21.3M
Alden Global Capital LLC 16.93% Add +621.1% 101,155 $21.3M
Two Sigma Securities, LLC 1.02% Add +65.2% 99,407 $20.9M
Personal Cfo Solutions, LLC 3.26% Reduce -5.9% 99,284 $20.9M
Stephens Inc. 0.32% Add +53.5% 99,242 $20.9M
PFM Health Sciences, LP 1.06% New 99,115 $20.8M
Analyst IMS Investment Management Services Ltd. 0.91% Add +0.0% 98,821 $20.8M
BIP Wealth, LLC 1.49% Reduce -2.2% 96,843 $20.4M
Connors Investor Services Inc. 2.14% Add +0.5% 96,392 $20.3M
Choreo, LLC 0.52% Reduce -6.5% 96,221 $20.2M
Mackenzie Financial Corp. 0.03% Reduce -34.7% 96,199 $20.2M
Tudor Investment Corporation 0.25% New 95,455 $20.1M
Miller Investment Management, LP 2.54% Add +0.8% 94,675 $19.9M
Pinnacle Financial Partners Inc 0.43% Add +0.9% 94,310 $19.8M
Albar Capital Ltd 3.37% Add +30.8% 94,271 $19.8M
Wesbanco Bank Inc. 0.75% Reduce -5.7% 94,022 $19.8M
First Foundation Advisors 0.78% Add +3.3% 93,136 $19.6M
Mesirow Financial Investment Management, Inc. 0.44% Add +8.7% 91,839 $19.3M
Capstone Investment Advisors, LLC 0.66% New 91,410 $19.2M
Focus Partners Wealth 0.15% Add +19.8% 86,868 $18.3M
Park Avenue Securities LLC 0.24% Add +4.3% 86,699 $18.2M
Brighton Jones LLC 0.66% Reduce -0.4% 86,629 $18.2M
Thrivent Financial for Lutherans 0.04% Reduce -77.1% 86,110 $18.1M
Belvedere Trading LLC 1.29% Add +45.8% 85,997 $18.1M
Verition Fund Management LLC 0.20% Reduce -24.7% 85,817 $18.0M
Lido Advisors, LLC 0.16% Add +15.4% 85,816 $18.0M
Glenview Trust Co 0.38% Add +0.3% 84,286 $17.7M
Integrated Wealth Concepts LLC 0.26% Add +5.4% 84,257 $17.7M
Crewe Advisors LLC 2.06% Reduce -12.3% 84,199 $17.7M
First Commonwealth Financial Corp 4.69% Add +2.4% 83,972 $17.7M
Greenwood Gearhart LLC 1.68% Add +16.3% 81,677 $17.2M
SVB Wealth LLC 0.38% Reduce -5.2% 81,295 $17.1M
Beacon Pointe Advisors, LLC 0.19% Reduce -1.6% 81,207 $17.1M
Armstrong Advisory Group, Inc. 1.66% No change 85,083 $17.1M
Moore Capital Management, LP 0.36% Add +877.0% 80,600 $17.0M
EFG Asset Management (Americas) Corp. 5.15% Reduce -28.7% 80,534 $16.9M
Baron Financial Group, LLC 10.43% Reduce -1.1% 80,365 $16.9M
Bank of Nova Scotia 0.03% Reduce -57.3% 79,987 $16.8M
Stratos Wealth Advisors, LLC 1.00% Add +2.3% 80,047 $16.8M
Hillcrest Wealth Advisors - NY, LLC 9.09% Reduce -0.6% 79,772 $16.8M
Lee Johnson Capital Management, LLC 8.71% New 79,675 $16.8M
First Hawaiian Bank 0.51% Reduce -0.1% 77,890 $16.4M
Ameritas Investment Partners, Inc. 0.56% Reduce -21.0% 77,579 $16.3M
Platt Investment Counsel, LLC 15.53% Add +16.1% 77,486 $16.3M
Cibc World Markets Corp. 0.11% New 76,862 $16.2M
Kanawha Capital Management LLC 1.28% Add +0.4% 76,243 $16.0M
Old National Bancorp 0.38% Reduce -5.7% 76,054 $16.0M
Aristotle Capital Boston, LLC 0.48% Reduce -27.1% 75,869 $16.0M
LJI Wealth Management, LLC 4.11% Add +3.8% 75,572 $15.9M
SimpliFi, Inc. 7.18% Add +9.5% 74,661 $15.7M
Portland Global Advisors LLC 2.11% Reduce -1.3% 73,608 $15.5M
All Terrain Financial Advisors, LLC 6.66% Reduce -5.4% 73,472 $15.5M
Owl Creek Asset Management, L.P. 2.19% New 73,400 $15.4M
Guardian Wealth Advisors, LLC 10.01% Reduce -0.9% 73,290 $15.4M
Farmers & Merchants Investments Inc. 0.52% Reduce -0.7% 72,795 $15.3M
Coastline Trust Co 1.85% Add +7.5% 72,656 $15.3M
Patton Fund Management, Inc. 2.76% Reduce -1.5% 72,354 $15.2M
Lincoln National Corp. 0.23% Add +7.2% 71,474 $15.0M
RTD Financial Advisors, Inc. 2.02% Reduce -1.0% 71,427 $15.0M
Steward Partners Investment Advisory, LLC 0.16% Reduce -4.9% 70,129 $14.7M
Brewster Financial Planning LLC 12.65% Reduce -0.4% 69,935 $14.7M
J.W. Cole Advisors, Inc. 0.74% Reduce -3.4% 69,861 $14.7M
Cubist Systematic Strategies, LLC 0.17% New 69,687 $14.7M
Alera Investment Advisors, LLC 1.98% Reduce -8.6% 69,618 $14.6M
NTV Asset Management LLC 2.21% Add +19.0% 69,076 $14.5M
Wilmington Savings Fund Society, FSB 0.55% — 68,375 $14.4M
Atom Investors LP 1.81% Add +5.4% 68,366 $14.4M
Diversified Trust Co. 0.43% Reduce -3.0% 67,885 $14.3M
Conning Inc. 0.48% Add +8.7% 67,259 $14.1M
Wilbanks Smith & Thomas Asset Management LLC 0.40% Add +0.1% 67,241 $14.1M
Pinnacle Associates Ltd. 0.22% Reduce -1.3% 67,175 $14.1M
Rothschild Capital Partners, LLC 4.10% Reduce -0.0% 67,109 $14.1M
Sigma Planning Corp 0.44% Add +249.8% 66,712 $14.0M
Gimbal Financial 11.44% Add +106.2% 66,432 $14.0M
State of Wisconsin Investment Board 0.04% Add +717.7% 66,380 $14.0M
Kettle Hill Capital Management, LLC 3.39% Reduce -23.6% 66,260 $13.9M
Durable Capital Partners LP 0.11% Reduce -90.9% 66,096 $13.9M
SteelPeak Wealth, LLC 0.71% Add +3.3% 65,889 $13.9M
Flputnam Investment Management Co. 0.29% Reduce -1.5% 65,592 $13.8M
Sierra Capital LLC 1.79% Reduce -1.3% 65,169 $13.7M
LCM Capital Management Inc 8.81% Add +2.1% 64,854 $13.6M
Sigma Investment Counselors Inc. 0.88% Reduce -1.3% 64,805 $13.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -78.2% 64,240 $13.5M
Titleist Asset Management, LLC 2.37% Add +2.9% 64,238 $13.5M
New Harbor Financial Group, LLC 5.01% New 64,163 $13.5M
Commonwealth Financial Services, LLC 3.17% Reduce -0.1% 67,063 $13.5M
Marshall Wace, LLP 0.02% Reduce -83.3% 63,200 $13.3M
TD Private Client Wealth LLC 0.44% Reduce -10.9% 63,118 $13.3M
Strategic Wealth Partners Group, LLC 1.45% Reduce -1.3% 62,515 $13.1M
BTC Capital Management, Inc. 1.19% — 61,924 $13.0M
HighMark Wealth Management LLC 8.05% Reduce -1.2% 62,143 $13.0M
CHURCHILL MANAGEMENT Corp 0.16% New 61,684 $13.0M
Little House Capital LLC 4.26% Add +4.6% 61,214 $12.9M
Granby Capital Management, LLC 6.26% No change 61,000 $12.8M
IronBridge Private Wealth, LLC 5.29% Add +35.9% 60,653 $12.8M
Smith, Moore & Co. 1.35% Add +2.8% 60,440 $12.7M
Meridian Wealth Management, LLC 2.11% Reduce -4.9% 60,380 $12.7M
Perigon Wealth Management, LLC 0.38% Add +3.1% 60,164 $12.7M
Simplicity Wealth,LLC 0.30% Add +1869.3% 59,376 $12.5M
Sequoia Financial Advisors, LLC 0.16% Reduce -0.9% 59,373 $12.5M
Legacy Wealth Management, LLC 0.92% Reduce -1.2% 59,345 $12.5M
United Capital Financial Advisors, LLC 0.10% Reduce -9.9% 59,235 $12.5M
Strategic Wealth Partners, Ltd. 1.36% Add +11.5% 59,044 $12.4M
Great Lakes Advisors, LLC 0.10% Reduce -18.6% 58,876 $12.4M
Dimension Capital Management LLC 2.45% Reduce -4.9% 58,423 $12.3M
Jacobi Capital Management LLC 1.13% Add +6.3% 58,374 $12.3M
FSC Wealth Advisors, LLC 8.64% Add +4878.5% 58,348 $12.3M
Natixis Advisors, LLC 0.03% Add +33.4% 58,274 $12.3M
Courier Capital LLC 0.88% Reduce -0.1% 58,145 $12.2M
Mirae Asset Global Investments Co., Ltd. 0.03% Reduce -75.5% 57,972 $12.2M
New Perspectives, Inc 6.75% — 57,955 $12.2M
Oppenheimer & Co. Inc. 0.20% Add +123.3% 57,811 $12.2M
Teamwork Financial Advisors, LLC 1.85% Add +915.1% 57,281 $12.0M
Greenfield FTC, Inc. 2.64% Add +0.8% 57,262 $12.0M
Westshore Wealth, LLC 5.02% Add +7.4% 57,241 $12.0M
Life Line Wealth Management LLC 4.55% New 57,180 $12.0M
Dynamic Advisor Solutions LLC 0.41% Add +27.4% 57,126 $12.0M
Bokf, NA 0.22% Reduce -14.5% 57,287 $11.9M
Bremer Bank National Association 2.20% Reduce -1.2% 56,587 $11.9M
Simmons Bank 0.89% Add +8.9% 56,109 $11.8M
Jasper Ridge Partners, L.P. 0.37% No change 55,688 $11.7M
Humankind Investments LLC 3.10% No change 55,660 $11.7M
Sierra Summit Advisors LLC 3.16% Add +3505.6% 55,238 $11.6M
Scotia Capital Inc. 0.07% Add +33.3% 55,098 $11.6M
Voya Investment Management LLC 0.01% Reduce -10.4% 55,057 $11.6M
Pegasus Partners Ltd. 1.23% Add +3.8% 55,028 $11.6M
Pinnacle Wealth Management Advisory Group, LLC 1.22% Reduce -0.8% 53,949 $11.3M
Fulton Breakefield Broenniman LLC 0.87% Reduce -53.5% 53,501 $11.3M
Lodestar Private Asset Management LLC 1.60% Reduce -0.6% 53,422 $11.2M
GW&K Investment Management, LLC 0.10% Reduce -74.7% 53,106 $11.2M
Summit Trail Advisors, LLC 0.29% Add +13.4% 52,614 $11.1M
Concurrent Investment Advisors, LLC 0.45% Add +10.0% 52,430 $11.0M
SilverOak Wealth Management LLC 2.72% Reduce -4.3% 52,025 $10.9M
Arbor Investment Advisors, LLC 1.58% Add +0.2% 51,350 $10.8M
Argent Advisors, Inc. 4.24% Add +23.0% 50,959 $10.7M
MCF Advisors LLC 0.83% Reduce -18.1% 50,940 $10.7M
Global Retirement Partners, LLC 0.40% Add +10.3% 50,537 $10.6M
Ziegler Capital Management, LLC 0.40% New 50,397 $10.6M
McLean Asset Management Corp 3.59% Reduce -0.7% 50,788 $10.5M
Bessemer Group Inc. 0.02% Add +11.9% 49,643 $10.4M
Point72 (DIFC) Ltd 0.80% — 49,423 $10.4M
Axxcess Wealth Management, LLC 0.29% Reduce -13.4% 49,254 $10.4M
PFW Advisors LLC 3.15% Reduce -4.2% 48,964 $10.3M
Prudential Financial Inc. 0.01% Reduce -10.8% 48,663 $10.2M
Smithfield Trust Co 0.54% Reduce -0.3% 48,557 $10.2M
Integrated Advisors Network LLC 0.52% Add +0.1% 48,134 $10.1M
William Howard & Co Financial Advisors Inc 9.48% — 48,100 $10.1M
LMR Partners LLP 0.36% New 47,983 $10.1M
Raymond James Trust N.A. 0.24% Add +8.6% 47,979 $10.1M
Meridian Wealth Partners, LLC 1.80% Add +3.5% 47,332 $10.0M
Bayesian Capital Management, LP 0.95% Add +951.1% 47,301 $9.9M
Pine Valley Investments Ltd Liability Co 0.77% Reduce -0.5% 47,157 $9.9M
Capitol Family Office, Inc. 12.78% Add +28.3% 46,960 $9.9M
Aspiriant, LLC 0.40% Reduce -1.3% 46,482 $9.8M
Lindbrook Capital, LLC 0.91% Reduce -3.3% 46,359 $9.7M
Surience Private Wealth LLC 9.19% Add +55.5% 46,130 $9.7M
Evercore Wealth Management, LLC 0.15% Reduce -1.1% 45,819 $9.6M
Ground Swell Capital, LLC 10.07% New 45,658 $9.6M
TAP Consulting, LLC 2.09% Reduce -1.7% 45,141 $9.5M
Central Valley Advisors, LLC 4.88% Add +8.8% 44,906 $9.4M
Raelipskie Partnership 5.38% Add +1.6% 44,879 $9.4M
Amica Mutual Insurance Co. 0.96% Add +161.8% 44,685 $9.4M
Vanguard Group Inc. 0.00% Add +2.4% 44,592 $9.4M
Sollinda Capital Management LLC 2.90% Reduce -42.0% 44,169 $9.3M
Financial Advocates Investment Management 0.54% Reduce -51.1% 44,229 $9.3M
Fluent Financial, LLC 5.13% Add +22.5% 44,085 $9.3M
Moller Wealth Partners 2.47% Reduce -1.0% 43,402 $9.1M
Arrowstreet Capital, Limited Partnership 0.01% Add +13.9% 43,306 $9.1M
Bray Capital Advisors 2.29% Add +0.7% 42,971 $9.0M
Arcadia Investment Advisors LLC 5.15% Reduce -0.9% 42,868 $9.0M
Jessup Wealth Management, Inc 3.85% Add +5.5% 42,772 $9.0M
EP Wealth Advisors, LLC 0.10% Add +5.3% 42,721 $9.0M
Central Bank & Trust Co. 1.28% Reduce -3.3% 42,668 $9.0M
Proffitt & Goodson Inc. 1.58% Reduce -28.1% 42,191 $8.9M
Independent Family Office, LLC 4.71% Add +4.5% 41,763 $8.8M
L & S Advisors Inc 1.12% Add +98.4% 41,695 $8.8M
Latigo Investments, LLC 4.47% No change 41,492 $8.7M
Ramsay, Stattman, Vela & Price, Inc. 1.65% Add +2.7% 40,894 $8.6M
Howard Capital Management, LLC 0.93% Add +2.4% 40,645 $8.5M
Ausdal Financial Partners, Inc. 0.99% Reduce -0.4% 40,627 $8.5M
Kingfisher Capital LLC 2.06% Add +0.0% 40,294 $8.5M
Callan Family Office, LLC 1.98% Add +5.5% 40,220 $8.5M
BSW Wealth Partners 1.43% Reduce -32.7% 40,164 $8.4M
Diversified Portfolios, Inc. 1.19% Reduce -0.5% 40,160 $8.4M
Culbertson A N & Co. Inc. 1.45% Add +3.4% 40,041 $8.4M
Cary Street Partners Investment Advisory LLC 0.35% Add +34.9% 39,866 $8.4M
Ashton Thomas Private Wealth, LLC 0.48% Add +5.9% 39,770 $8.4M
Advisory Services Network, LLC 0.18% Add +21.9% 39,578 $8.3M
Allworth Financial LP 0.06% Reduce -3.4% 39,545 $8.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.19% Reduce -2.1% 39,490 $8.3M
Prime Capital Investment Advisors, LLC 0.12% Add +73.9% 39,438 $8.3M
Nepc LLC 0.28% No change 39,299 $8.3M
Bailard, Inc. 0.23% Add +0.5% 39,171 $8.2M
HB Wealth Management, LLC 0.10% Add +8.9% 39,100 $8.2M
Symphony Financial, Ltd. Co. 1.92% Reduce -32.6% 39,090 $8.2M
Absolute Gestao de Investimentos Ltda. 2.52% New 38,940 $8.2M
James Investment Research, Inc. 0.97% Add +1.8% 38,922 $8.2M
Hilltop Holdings Inc. 0.90% Reduce -26.0% 38,715 $8.1M
Financial Counselors Inc. 0.14% Reduce -7.5% 38,637 $8.1M
Hancock Whitney Corp. 0.28% Add +12.6% 38,634 $8.1M
JCIC Asset Management Inc. 3.34% Add +1.1% 38,576 $8.1M
Prospera Financial Services Inc 0.24% Add +0.9% 38,527 $8.1M
Palisade Asset Management, LLC 0.79% Reduce -0.0% 38,541 $8.1M
Fifth Third Securities, Inc. 0.78% Reduce -7.0% 38,266 $8.0M
Pacific Capital Wealth Advisors, Inc. 1.87% Add +1.6% 37,849 $8.0M
Connecticut Wealth Management, LLC 0.42% Reduce -1.9% 37,584 $7.9M
Marquette Associates, Inc. 5.57% Add +338.7% 37,485 $7.9M
Belpointe Asset Management LLC 0.59% Reduce -40.1% 37,145 $7.8M
RMR Wealth Builders 0.94% Reduce -2.4% 37,043 $7.8M
Welch & Forbes LLC 0.11% Reduce -2.0% 36,906 $7.8M
Blue Bell Private Wealth Management, LLC 1.66% Add +3.2% 36,883 $7.8M
First Trust Advisors LP 0.01% New 36,738 $7.7M
St. Louis Trust Co 1.20% Add +17.0% 36,786 $7.7M
Fidelis Capital Partners, LLC 1.17% Add +156.2% 36,640 $7.7M
Coldstream Capital Management Inc. 0.20% Reduce -3.0% 36,569 $7.7M
Annis Gardner Whiting Capital Advisors, LLC 2.73% Add +6.1% 36,292 $7.6M
Verdence Capital Advisors LLC 0.69% Reduce -15.1% 36,226 $7.6M
Foundations Investment Advisors, LLC 0.20% Add +61.2% 35,929 $7.6M
Panagora Asset Management Inc. 0.04% New 35,777 $7.5M
Summit Wealth Partners, LLC 1.59% Reduce -1.2% 35,552 $7.5M
Gladstone Institutional Advisory LLC 0.41% Add +18.8% 35,547 $7.5M
Gray Private Wealth, LLC 4.89% — 35,357 $7.4M
American Century Companies Inc. 0.00% Add +66.8% 35,200 $7.4M
Harvest Investment Advisors, LLC 5.52% Add +8.8% 35,102 $7.4M
Sowell Financial Services LLC 0.35% Reduce -3.0% 35,039 $7.4M
Helios Capital Management Pte. Ltd. 5.17% No change 35,000 $7.4M
Atticus Wealth Management, LLC 2.40% Add +7.3% 34,848 $7.3M
Connective Capital Management, LLC 11.57% Add +70.0% 34,842 $7.3M
McKinley Carter Wealth Services, Inc. 0.49% Reduce -2.7% 34,769 $7.3M
Bleakley Financial Group, LLC 0.21% Reduce -1.2% 34,571 $7.3M
Carret Asset Management, LLC 0.86% Add +4.2% 34,530 $7.3M
DHJJ Financial Advisors, Ltd. 3.20% Reduce -1.0% 34,392 $7.2M
Argent Trust Co 0.32% Add +53.1% 34,148 $7.2M
First Citizens Bank & Trust Co. 0.14% Add +82.1% 34,088 $7.2M
Financial Engines Advisors L.L.C. 0.02% Reduce -14.8% 34,061 $7.2M
Evolution Wealth Advisors, LLC 1.37% Add +2.3% 33,937 $7.1M
Insigneo Advisory Services, LLC 0.85% Reduce -8.2% 33,894 $7.1M
State of Wyoming 1.17% Add +143.8% 33,400 $7.0M
Parkside Financial Bank & Trust 1.13% Add +0.4% 33,379 $7.0M
Silvercrest Asset Management Group LLC 0.05% Add +90.3% 33,358 $7.0M
NBT Bank, N.A. 0.51% Reduce -1.6% 33,319 $7.0M
C M Bidwell & Associates Ltd. 4.75% Add +0.1% 33,208 $7.0M
Capital Investment Advisory Services, LLC 0.74% Reduce -62.6% 32,910 $6.9M
Ballentine Partners, LLC 0.13% Add +2.5% 32,871 $6.9M
Single Point Partners, LLC 1.61% Reduce -3.3% 32,865 $6.9M
JMG Financial Group, Ltd. 0.26% Reduce -1.5% 32,800 $6.9M
Fort Washington Investment Advisors Inc. 0.04% Add +2.6% 32,665 $6.9M
Ieq Capital, LLC 0.10% Add +9.2% 32,555 $6.8M
Klingman & Associates, LLC 0.49% Reduce -0.4% 32,543 $6.8M
Dumont & Blake Investment Advisors LLC 1.97% Reduce -1.0% 32,503 $6.8M
Glaxis Capital Management, LLC 12.78% New 32,500 $6.8M
IFP Advisors, Inc 0.30% Add +178.9% 32,413 $6.8M
Financiere des Professionnels - Fonds d'investissement inc. 0.55% No change 32,400 $6.8M
London Co. of Virginia 0.04% Reduce -57.7% 32,380 $6.8M
First National Trust Co 0.28% Reduce -0.6% 32,285 $6.8M
Oppenheimer Asset Management Inc. 0.10% Reduce -20.3% 32,253 $6.8M
Becker Capital Management Inc. 0.23% Reduce -3.2% 32,209 $6.8M
Compound Planning, Inc. 0.62% Add +715.4% 32,159 $6.8M
Bradley Foster & Sargent Inc. 0.12% Add +2.9% 31,975 $6.7M
Circle Wealth Management, LLC 0.17% Reduce -6.6% 31,918 $6.7M
Montag A & Associates Inc. 0.34% Add +1.6% 31,831 $6.7M
Fiduciary Trust Co 0.10% Reduce -2.1% 31,749 $6.7M
Cornerstone Advisory, LLC 0.95% Add +7.9% 31,552 $6.6M
Kestra Private Wealth Services, LLC 0.15% Add +8.0% 31,505 $6.6M
Greenleaf Trust 0.06% Add +1.6% 31,414 $6.6M
Badgley Phelps Wealth Managers, LLC 0.16% Reduce -15.8% 31,327 $6.6M
Caerus Investment Advisors, LLC 6.26% Reduce -2.3% 30,890 $6.5M
CTC LLC 0.11% New 30,621 $6.4M
Cape Cod Five Cents Savings Bank 0.62% Add +0.0% 30,484 $6.4M
Sei Investments Co. 0.01% Reduce -31.2% 30,407 $6.4M
PCA Investment Advisory Services Inc. 3.57% Add +16.4% 30,207 $6.4M
North Star Investment Management Corp. 0.45% Add +6.9% 30,007 $6.3M
Legacy Trust 1.57% Reduce -3.1% 29,935 $6.3M
Cobblestone Capital Advisors LLC 0.40% Reduce -0.5% 29,914 $6.3M
Prosperity Consulting Group, LLC 0.79% Reduce -10.5% 29,900 $6.3M
Corepath Wealth Partners LLC 6.95% Reduce -47.0% 31,734 $6.3M
Chicago Partners Investment Group LLC 0.27% Add +2.3% 31,472 $6.2M
Ilmarinen Mutual Pension Insurance Co 0.08% New 29,681 $6.2M
Fort Point Capital Partners LLC 0.84% Add +2.8% 29,543 $6.2M
CoreCap Advisors, LLC 0.33% Add +95.9% 29,543 $6.2M
NSI Retail Advisors, LLC 0.93% Add +167.3% 29,400 $6.2M
CSM Advisors, LLC 0.41% Add +167.3% 29,400 $6.2M
Mirabella Financial Services LLP 0.45% Add +214.7% 29,336 $6.2M
Mill Creek Capital Advisors, LLC 0.17% Add +0.1% 29,224 $6.1M
Aspen Investment Management Inc 3.11% Add +0.1% 29,077 $6.1M
Turim 21 Investimentos Ltda. 1.55% New 28,994 $6.1M
Rossmore Private Capital 0.79% Add +0.3% 28,878 $6.1M
Advisors Management Group Inc. 1.51% Add +6.8% 28,844 $6.1M
Flagstar Securities, Inc. 1.69% Add +5.7% 28,816 $6.1M
Wealthcare Advisory Partners LLC 0.20% Add +39.6% 28,799 $6.1M
Deane Retirement Strategies, Inc. 3.07% New 28,831 $6.1M
Manchester Capital Management LLC 0.74% Reduce -54.3% 28,728 $6.0M
Clearstead Advisors, LLC 0.30% Reduce -6.7% 29,470 $6.0M
Citizens Business Bank 1.25% Add +4.5% 28,582 $6.0M
Geneos Wealth Management Inc. 0.27% Reduce -1.3% 28,533 $6.0M
New England Private Wealth Advisors LLC 1.05% Add +0.2% 28,567 $6.0M
Boston Financial Mangement LLC 0.19% Reduce -0.8% 28,199 $5.9M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -1.3% 28,161 $5.9M
Evergreen Capital Management LLC 0.22% Add +9.3% 28,148 $5.9M
LPWM LLC 2.17% Add +2.6% 29,435 $5.9M
Avidian Wealth Enterprises, LLC 0.32% Reduce -24.6% 28,114 $5.9M
Summit Wealth & Retirement Planning, Inc. 2.11% Reduce -0.5% 28,094 $5.9M
Country Club Bank 0.42% Add +1.9% 27,992 $5.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.60% Reduce -1.9% 27,822 $5.9M
Venture Visionary Partners LLC 0.28% Add +1.9% 27,757 $5.8M
Full Sail Capital, LLC 0.40% Reduce -1.9% 27,574 $5.8M
Peddock Capital Advisors, LLC 1.51% Reduce -0.2% 27,433 $5.8M
Clear Creek Financial Management, LLC 0.74% Reduce -0.9% 27,337 $5.7M
Vantage Financial Partners Ltd., Inc. 1.50% Reduce -48.6% 27,320 $5.7M
AlTi Global, Inc. 0.16% Reduce -0.6% 27,311 $5.7M
Berkshire Money Management, Inc. 0.69% Add +8.2% 27,244 $5.7M
American International Group, Inc. 0.02% Reduce -38.4% 27,100 $5.7M
Stordahl Capital Management, Inc. 1.43% Reduce -1.8% 27,092 $5.7M
Banque Pictet & Cie SA 0.06% Reduce -4.3% 26,925 $5.7M
Exencial Wealth Advisors, LLC 0.21% Reduce -6.7% 26,789 $5.6M
Brown Brothers Harriman & Co. 0.04% Add +15.7% 26,788 $5.6M
Fox Run Management, L.L.C. 1.21% Add +27.7% 26,765 $5.6M
Wedbush Securities Inc. 0.21% Add +23.7% 26,750 $5.6M
Benchmark Financial Wealth Advisors, LLC 2.15% Reduce -3.2% 26,731 $5.6M
Twin Focus Capital Partners, LLC 1.07% Reduce -0.2% 26,705 $5.6M
Verger Capital Management LLC 2.86% Add +1.4% 26,646 $5.6M
USAdvisors Wealth Management, LLC 2.10% Add +0.7% 26,594 $5.6M
Triumph Capital Management 2.27% Reduce -0.1% 26,736 $5.6M
Azarias Capital Management, L.P. 2.34% Add +43.4% 26,483 $5.6M
Curi Capital, LLC 0.13% Reduce -5.1% 26,397 $5.6M
Chartist Inc. 2.84% Reduce -0.8% 26,346 $5.5M
New York State Common Retirement Fund 0.01% Add +7.3% 26,336 $5.5M
Larson Financial Group LLC 0.43% Add +225.8% 26,314 $5.5M
First Merchants Corp. 0.42% Reduce -23.4% 26,278 $5.5M
CreativeOne Wealth, LLC 0.22% Add +79.0% 25,786 $5.4M
Advisor Resource Council 2.29% Reduce -41.8% 26,724 $5.4M
Evoke Wealth, LLC 0.16% New 25,645 $5.4M
Capstone Financial Advisors, Inc. 0.36% Reduce -0.9% 25,443 $5.4M
Varma Mutual Pension Insurance Co 0.05% Reduce -99.1% 25,348 $5.3M
Abundance Wealth Counselors 1.22% Reduce -0.6% 25,284 $5.3M
Central Asset Investments & Management Holdings (HK) Ltd 6.40% Reduce -26.6% 25,250 $5.3M
KFA Private Wealth Group, LLC 1.63% Add +7.4% 24,958 $5.2M
NINE MASTS CAPITAL Ltd 3.68% New 24,934 $5.2M
HUB Investment Partners, LLC 0.29% Add +42.2% 24,889 $5.2M
Williams Jones Wealth Management, LLC. 0.07% Reduce -10.3% 24,848 $5.2M
Lake Street Advisors Group, LLC 0.24% Add +3.3% 24,794 $5.2M
Independent Financial Group, LLC 0.24% Add +11.6% 24,729 $5.2M
Mutual Advisors, LLC 0.17% Reduce -38.7% 24,701 $5.2M
MV Capital Management, Inc. 0.59% Add +1.8% 24,404 $5.1M
Arkadios Wealth Advisors 0.40% Reduce -1.7% 24,390 $5.1M
YHB Investment Advisors, Inc. 0.45% Reduce -2.1% 24,314 $5.1M
Riggs Asset Managment Co. Inc. 1.48% Add +600.9% 24,160 $5.1M
Canton Hathaway, LLC 1.36% No change 24,027 $5.1M
XML Financial, LLC 0.51% Add +1.2% 23,892 $5.0M
Smith & Howard Wealth Management, LLC 1.55% Add +6.0% 23,847 $5.0M
JFS Wealth Advisors, LLC 0.40% Add +15.4% 23,706 $5.0M
Almanack Investment Partners, LLC. 0.85% Add +4.8% 23,660 $5.0M
City Holding Co. 0.73% Add +0.1% 23,262 $4.9M
Mount Capital Ltd 2.05% No change 23,100 $4.9M
Strategic Investment Management, LLC 3.72% No change 24,430 $4.8M
Marquette Asset Management, LLC 0.84% Reduce -1.7% 23,040 $4.8M
Crescent Grove Advisors, LLC 0.50% Add +12.8% 23,019 $4.8M
Engine Capital Management, LP 0.97% Reduce -30.4% 22,950 $4.8M
Spire Wealth Management 0.09% Add +17.7% 22,930 $4.8M
NWF Advisory Services Inc. 0.80% Add +248.1% 22,848 $4.8M
Woodstock Corp. 0.50% Reduce -0.9% 22,750 $4.8M
Appleton Partners Inc. 0.37% Reduce -9.6% 22,733 $4.8M
Addenda Capital Inc. 0.18% Reduce -8.1% 22,700 $4.8M
C2C Wealth Management, LLC 4.73% Reduce -2.3% 22,659 $4.8M
Gries Financial LLC 0.79% Add +0.3% 22,594 $4.8M
Anchor Capital Advisors LLC 0.12% Add +0.3% 22,542 $4.7M
IFG Advisory, LLC 0.35% Add +27.2% 22,541 $4.7M
Vestmark Advisory Solutions, Inc. 0.20% Add +267.5% 22,402 $4.7M
International Assets Investment Management, LLC 0.49% Add +1.4% 22,580 $4.7M
Investors Asset Management of Georgia Inc. /Ga/ 2.21% Add +442.9% 22,290 $4.7M
Amtrust Financial Services, Inc. 2.43% No change 22,200 $4.7M
Unionview, LLC 3.86% Add +0.0% 22,179 $4.7M
Beam Wealth Advisors, Inc. 2.80% Reduce -0.3% 22,153 $4.7M
Deltec Asset Management LLC 0.91% Reduce -3.6% 22,045 $4.6M
Parkwood LLC 0.48% New 22,040 $4.6M
NorthRock Partners, LLC 0.18% Reduce -1.0% 21,931 $4.6M
Parallel Advisors, LLC 0.12% Add +19.4% 21,827 $4.6M
Independence Bank of Kentucky 1.37% Add +1.8% 21,807 $4.6M
Union Savings Bank 2.40% Reduce -0.4% 21,801 $4.6M
Perkins Coie Trust Co 1.07% Reduce -2.5% 21,693 $4.6M
TCV Trust & Wealth Management, Inc. 0.43% Reduce -0.2% 21,585 $4.5M
Evermay Wealth Management LLC 0.69% Add +60.1% 21,579 $4.5M
Northeast Financial Consultants Inc 0.22% Add +3.1% 21,455 $4.5M
Walleye Capital LLC 0.05% New 21,411 $4.5M
Wealth Advisory Solutions, LLC 1.16% Reduce -6.6% 21,334 $4.5M
Oliver Lagore Vanvalin Investment Group 1.35% Add +8669.1% 21,309 $4.5M
Kayne Anderson Rudnick Investment Management LLC 0.01% Reduce -80.8% 21,252 $4.5M
Private Trust Co. NA 0.48% Add +10.8% 21,241 $4.5M
Mirador Capital Partners LP 0.85% Add +808.7% 21,237 $4.5M
WealthBridge Capital Management, LLC 1.50% Reduce -0.2% 21,196 $4.5M
Focus Partners Advisor Solutions, LLC 0.13% Add +126.3% 21,142 $4.4M
FAS Wealth Partners, Inc. 0.39% Add +1.7% 21,081 $4.4M
Boston Research & Management Inc. 1.09% Reduce -0.1% 21,041 $4.4M
Legacy Edge Advisors, LLC 0.92% Reduce -63.7% 21,023 $4.4M
Archer Investment Corp 1.32% Reduce -6.3% 20,781 $4.4M
Institute for Wealth Management, LLC. 0.56% Add +45.6% 20,578 $4.3M
Rockingstone Advisors LLC 2.23% Reduce -0.6% 20,559 $4.3M
Cullen/Frost Bankers, Inc. 0.06% Reduce -1.5% 20,555 $4.3M
Elevation Point Wealth Partners, LLC 0.33% Reduce -1.2% 20,544 $4.3M
Prudent Man Advisors, LLC 1.62% Reduce -4.6% 20,521 $4.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.06% Add +4.8% 20,476 $4.3M
Summit Financial Group, Inc. 1.51% Add +16.8% 20,197 $4.2M
Realta Investment Advisors 0.87% Reduce -1.7% 20,135 $4.2M
Alight Capital Management LP 1.33% Reduce -60.0% 20,000 $4.2M
Stevens Capital Management LP 0.81% New 19,900 $4.2M
WealthPLAN Partners, LLC 0.43% Add +460.2% 19,841 $4.2M
CMG Global Holdings, LLC 2.84% No change 19,633 $4.1M
Windham Capital Management, LLC 3.24% Add +0.3% 19,584 $4.1M
Hill Island Financial LLC 1.35% Reduce -20.6% 19,493 $4.1M
Randall & Associates Wealth Management 3.70% Reduce -27.2% 19,480 $4.1M
Centaurus Financial, Inc. 0.29% Reduce -1.2% 19,469 $4.1M
Estate Counselors, LLC 0.47% Add +68.8% 19,465 $4.1M
waypoint wealth counsel 3.15% Add +7.7% 19,460 $4.1M
Regent Peak Wealth Advisors LLC 1.04% Reduce -0.9% 19,413 $4.1M
PFG Advisors 0.30% Add +2.0% 19,388 $4.1M
TD Waterhouse Canada Inc. 0.03% Reduce -21.1% 17,452 $4.0M
Forte Asset Management LLC 2.45% Add +3.3% 19,206 $4.0M
Certuity, LLC 0.36% Add +2.3% 19,193 $4.0M
Pine Ridge Advisers LLC 0.47% No change 19,162 $4.0M
St. Johns Investment Management Company, LLC 1.93% Reduce -11.8% 19,086 $4.0M
Lyell Wealth Management, LP 0.41% Add +33.9% 18,963 $4.0M
Audent Global Asset Management, LLC 4.08% Add +9.3% 18,960 $4.0M
BOK Financial Private Wealth, Inc. 0.30% Add +1.6% 18,841 $4.0M
Auour Investments LLC 1.46% Add +3.1% 18,832 $4.0M
Steph & Co. 1.36% Reduce -1.3% 18,779 $3.9M
Edge Capital Group, LLC 0.20% Reduce -2.2% 18,755 $3.9M
Sunburst Financial Group, LLC 1.11% Reduce -0.3% 18,814 $3.9M
Dorsey & Whitney Trust CO LLC 0.27% Reduce -26.3% 18,631 $3.9M
First Trust Bank, Ltd. 8.76% No change 18,600 $3.9M
Aureus Asset Management, LLC 0.27% Reduce -13.0% 18,559 $3.9M
Provida Pension Fund Administrator 0.10% No change 18,482 $3.9M
Smith Chas P & Associates Pa Cpas 0.23% Add +123.1% 18,460 $3.9M
Goldstone Financial Group, LLC 0.89% Add +24.2% 18,369 $3.9M
FFT Wealth Management LLC 0.33% No change 18,347 $3.9M
Aaron Wealth Advisors LLC 0.55% Reduce -0.1% 18,247 $3.8M
Sandbox Financial Partners, LLC 1.61% Reduce -0.7% 18,229 $3.8M
Apollon Wealth Management, LLC 0.12% Reduce -19.2% 18,210 $3.8M
LMCG Investments, LLC 0.22% Reduce -47.7% 18,166 $3.8M
Partners Capital Investment Group, LLP 0.11% Reduce -35.0% 18,060 $3.8M
Heritage Investors Management Corp. 0.13% Reduce -3.8% 18,059 $3.8M
Kingsview Wealth Management, LLC 0.10% Reduce -3.5% 18,045 $3.8M
NorthCrest Asset Manangement, LLC 0.13% Add +401.6% 18,034 $3.8M
Capital Advisory Group Advisory Services, LLC 1.80% Reduce -2.8% 18,007 $3.8M
Garnet Equity Capital Holdings, Inc. 3.21% New 18,000 $3.8M
Campion Asset Management 2.91% Reduce -0.6% 17,888 $3.8M
Krilogy Financial LLC 0.29% New 17,840 $3.8M
Aua Capital Management, LLC 2.16% Reduce -4.3% 17,786 $3.7M
Banque Cantonale Vaudoise 0.15% Add +74.3% 17,764 $3.7M
Rinkey Investments 1.35% New 17,673 $3.7M
K.J. Harrison & Partners Inc 0.57% Add +86.7% 17,658 $3.7M
Cordgrass Capital Advisors, LLC 1.15% Reduce -1.1% 17,607 $3.7M
Fifth Third Wealth Advisors LLC 0.58% Add +18.5% 17,581 $3.7M
Trifecta Capital Advisors, LLC 0.90% Reduce -1.1% 17,525 $3.7M
B. Riley Wealth Advisors, Inc. 0.10% Add +7.5% 20,727 $3.7M
Baltimore-Washington Financial Advisors, Inc. 0.23% Add +5.8% 17,487 $3.7M
West Bancorporation Inc. 2.41% Reduce -7.3% 17,409 $3.7M
Lazard Asset Management LLC 0.00% Reduce -1.4% 17,379 $3.7M
Wexford Capital LP 0.75% New 17,347 $3.6M
Brookstone Capital Management 0.07% Reduce -2.5% 17,289 $3.6M
Peak Asset Management, LLC 0.72% Reduce -1.9% 17,277 $3.6M
Russell Investments Group, Ltd. 0.01% Reduce -81.1% 17,275 $3.6M
Keebeck Wealth Management 0.53% No change 17,239 $3.6M
Carnegie Investment Counsel 0.11% Add +0.5% 17,207 $3.6M
Principal Financial Group Inc. 0.00% Add +1.4% 17,116 $3.6M
Veracity Capital LLC 1.40% Reduce -1.1% 17,115 $3.6M
Nwam LLC 0.29% Reduce -65.8% 17,397 $3.6M
Credit Suisse AG/ 0.00% Reduce -99.3% 17,068 $3.6M
Ayalon Insurance Comp Ltd. 1.19% Reduce -0.1% 17,047 $3.6M
Cranbrook Wealth Management, LLC 0.91% Reduce -1.0% 17,021 $3.6M
Rathbones Group PLC 0.02% Add +9.3% 16,992 $3.6M
BayBridge Capital Group, LLC 3.11% New 18,279 $3.6M
Chemung Canal Trust Co. 0.68% Add +3.2% 16,835 $3.5M
GM Advisory Group, LLC 0.25% Add +457.6% 16,796 $3.5M
Capital Group Private Client Services, Inc. 0.04% Reduce -1.1% 16,770 $3.5M
Rehmann Capital Advisory Group 0.26% Reduce -2.3% 16,670 $3.5M
Wbi Investments, LLC 0.73% Reduce -67.8% 16,648 $3.5M
NewEdge Wealth, LLC 0.08% Reduce -26.0% 17,486 $3.5M
Nomura Asset Management Co. Ltd. 0.01% No change 16,500 $3.5M
Prevail Innovative Wealth Advisors, LLC 1.29% Add +256.3% 16,481 $3.5M
Private Wealth Group, LLC 1.79% Add +2.3% 16,411 $3.5M
Vienna Asset Management LLC 3.14% New 16,219 $3.4M
DT Investment Partners, LLC 0.35% No change 16,274 $3.4M
Bare Financial Services, Inc 3.28% Add +222.2% 17,456 $3.4M
SpiderRock Advisors, LLC 0.11% — 16,968 $3.4M
Prelude Capital Management, LLC 0.23% Reduce -35.5% 16,236 $3.4M
Mayflower Financial Advisors, LLC 0.57% Add +0.4% 16,156 $3.4M
TFO Wealth Partners, LLC 0.66% Reduce -0.6% 16,108 $3.4M
Trust Co of the South 0.78% No change 16,089 $3.4M
Holistic Financial Partners 1.71% Reduce -1.2% 16,001 $3.4M
Jump Financial, LLC 0.09% Reduce -97.0% 15,983 $3.4M
Franklin, Parlapiano, Turner & Welch, LLC 0.92% No change 15,980 $3.4M
Pinnacle Wealth Management Group, Inc. 2.48% Add +23.7% 15,868 $3.3M
Transcendent Capital Group LLC 1.94% Add +95.5% 15,867 $3.3M
M Holdings Securities, Inc. 0.56% Reduce -11.3% 15,853 $3.3M
Mycio Wealth Partners, LLC 0.84% Reduce -17.8% 15,794 $3.3M
Campbell Wealth Management 0.33% New 15,606 $3.3M
Corundum Group, Inc. 1.58% Add +58.6% 15,553 $3.3M
Silverleafe Capital Partners, LLC 1.34% Add +256.2% 15,546 $3.3M
Carolinas Wealth Consulting LLC 0.64% Reduce -0.9% 15,530 $3.3M
LSP Investment Advisors, LLC 1.76% No change 15,500 $3.3M
Freestone Capital Holdings, LLC 0.12% Add +1.6% 15,336 $3.2M
Beacon Investment Advisory Services, Inc. 0.14% Reduce -1.6% 15,335 $3.2M
Berkshire Asset Management LLC 0.17% Reduce -0.3% 15,282 $3.2M
Adero Partners, LLC 0.24% Reduce -1.1% 15,276 $3.2M
E&G Advisors, LLC 1.01% Add +34.7% 15,275 $3.2M
Webster Bank, N. A. 0.36% Add +2.6% 15,214 $3.2M
Acropolis Investment Management, LLC 0.21% Reduce -1.4% 15,157 $3.2M
Easterly Investment Partners LLC 0.24% Reduce -1.2% 15,000 $3.2M
Crestwood Advisors Group, LLC 0.07% Add +14.6% 14,971 $3.1M
Firestone Capital Management 0.87% Add +7.0% 14,820 $3.1M
Merit Financial Group, LLC 0.07% Add +5.5% 15,395 $3.1M
RB Capital Management, LLC 0.87% Add +0.8% 14,749 $3.1M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +0.2% 14,680 $3.1M
Daymark Wealth Partners, LLC 0.17% Add +14.8% 14,620 $3.1M
Vontobel Holding Ltd. 0.02% Reduce -17.1% 14,619 $3.1M
StoneX Group Inc. 0.28% Add +2.6% 14,613 $3.1M
Resolute Advisors LLC 0.57% Add +0.3% 14,540 $3.1M
Summit Place Financial Advisors, LLC 1.79% Reduce -5.0% 14,521 $3.1M
Proficio Capital Partners LLC 0.34% Reduce -21.5% 14,621 $3.0M
Graypoint LLC 0.22% Add +8.4% 14,462 $3.0M
Harbour Capital Advisors, LLC 0.75% Reduce -2.3% 14,848 $3.0M
Money Concepts Capital Corp. 0.28% Add +24.3% 14,431 $3.0M
Cutler Group LLC / CA 1.53% Reduce -85.1% 14,404 $3.0M
Objectivity Squared, LLC 2.65% Add +52.2% 15,029 $3.0M
Merriman Wealth Management, LLC 0.13% Reduce -0.8% 14,348 $3.0M
Chesapeake Wealth Management 1.10% Reduce -1.8% 14,283 $3.0M
Joel Isaacson & Co., LLC 0.16% Add +7.0% 14,250 $3.0M
Claro Advisors Inc. 0.52% Reduce -18.2% 14,220 $3.0M
Willis Johnson & Associates, Inc. 0.26% Reduce -5.4% 14,214 $3.0M
Fulton Bank, N.A. 0.12% Add +0.4% 14,202 $3.0M
Salem Investment Counselors Inc. 0.10% No change 14,152 $3.0M
O'shaughnessy Asset Management, LLC 0.03% Add +89.7% 14,059 $3.0M
Americana Partners, LLC 0.25% No change 14,023 $2.9M
Campbell Capital Management Inc. 1.30% No change 14,000 $2.9M
Norris Financial Group, LLC 1.61% New 13,966 $2.9M
DAVENPORT & Co LLC 0.02% Reduce -3.1% 13,892 $2.9M
Orion Porfolio Solutions, LLC 0.03% Reduce -14.3% 13,878 $2.9M
Orion Portfolio Solutions, LLC 0.03% Reduce -14.3% 13,878 $2.9M
Walkner Condon Financial Advisors LLC 0.62% No change 13,862 $2.9M
New England Asset Management Inc. 0.47% No change 13,821 $2.9M
Steel Grove Capital Advisors, LLC 0.39% Add +120.2% 13,774 $2.9M
Quadrant Capital Group LLC 0.23% Reduce -0.7% 13,761 $2.9M
Absolute Capital Management, LLC 1.84% Add +118.8% 13,746 $2.9M
Robertson Stephens Wealth Management, LLC 0.16% Reduce -37.5% 13,732 $2.9M
Townsquare Capital LLC 0.04% Add +100.5% 13,726 $2.9M
Bouchey Financial Group, Ltd. 0.28% Reduce -0.2% 13,723 $2.9M
Operose Advisors LLC 0.97% Reduce -0.1% 13,682 $2.9M
Fernwood Investment Management, LLC 0.84% Reduce -1.6% 13,665 $2.9M
Vision Capital Management, Inc. 0.43% Reduce -0.1% 13,628 $2.9M
Laurel Wealth Advisors LLC 0.49% Add +11.7% 13,626 $2.9M
LifeSteps Financial, Inc. 2.16% Reduce -7.3% 13,619 $2.9M
OneDigital Investment Advisors LLC 0.04% Reduce -13.2% 13,517 $2.8M
Sandy Spring Bank 0.13% Reduce -1.2% 13,511 $2.8M
Davidson Trust Co. 1.65% No change 13,456 $2.8M
Sykon Capital LLC 1.02% New 13,407 $2.8M
Provenance Wealth Advisors, LLC 0.40% Reduce -4.2% 13,403 $2.8M
Privium Fund Management (UK) Ltd 1.40% No change 13,750 $2.8M
Benjamin F. Edwards & Company, Inc. 0.05% Reduce -2.8% 13,247 $2.8M
RKL Wealth Management LLC 0.27% Reduce -0.7% 13,171 $2.8M
Essex Bank 0.80% No change 13,736 $2.8M
Nicholas Hoffman & Company, LLC. 0.14% Add +0.1% 13,008 $2.7M
Snowden Capital Advisors LLC 0.09% Add +42.6% 13,001 $2.7M
Midland Wealth Advisors, LLC 0.17% Reduce -28.4% 13,000 $2.7M
LVW Advisors, LLC 0.46% Reduce -0.6% 12,998 $2.7M
Pinnacle Wealth Planning Services, Inc. 0.40% Add +18.7% 12,992 $2.7M
Trust Point Inc. 0.21% Add +10.2% 12,980 $2.7M
3Chopt Investment Partners, LLC 1.12% No change 12,966 $2.7M
All Season Financial Advisors, Inc. 2.25% New 12,926 $2.7M
Bryn Mawr Trust Advisors, LLC 0.15% Reduce -4.0% 12,923 $2.7M
Western Wealth Management, LLC 0.21% Reduce -18.3% 12,878 $2.7M
Bristlecone Advisors, LLC 0.24% Reduce -3.8% 12,824 $2.7M
Birch Hill Investment Advisors LLC 0.13% Add +5.3% 12,805 $2.7M
Cornerstone Wealth Group, LLC 0.25% Add +67.8% 12,797 $2.7M
Regal Investment Advisors LLC 0.18% Add +11.6% 12,692 $2.7M
Addis & Hill, Inc 2.27% Add +6.2% 12,949 $2.7M
American Institute for Advanced Investment Management, LLP 2.10% Reduce -11.1% 12,655 $2.7M
PFG Investments, LLC 0.16% Add +156.7% 12,646 $2.7M
Saxon Interests, Inc. 1.27% Add +1.9% 12,636 $2.7M
Abbot Financial Management, Inc. 1.46% Reduce -0.2% 12,620 $2.7M
Great Valley Advisor Group, Inc. 0.08% Add +0.1% 12,551 $2.6M
Godshalk Welsh Capital Management, Inc. 1.76% Add +2.1% 12,466 $2.6M
Sabal Trust CO 0.15% Add +12.6% 12,391 $2.6M
GC Wealth Management RIA, LLC 0.52% New 12,375 $2.6M
Summit Financial, LLC 0.15% Reduce -17.8% 12,328 $2.6M
Rebalance, LLC 0.21% Reduce -5.3% 12,233 $2.6M
Quantbot Technologies LP 0.14% New 12,209 $2.6M
Arbor Trust Wealth Advisors, LLC 1.41% Add +0.3% 12,759 $2.6M
Radnor Capital Management, LLC 0.43% Reduce -6.8% 12,119 $2.5M
Nixon Peabody Trust Co. 0.23% Reduce -17.5% 12,078 $2.5M
Cozad Asset Management Inc. 0.26% Add +12.3% 12,067 $2.5M
Patten & Patten Inc. 0.18% Add +5.4% 12,048 $2.5M
Continuum Advisory, LLC 0.38% Add +3.8% 12,290 $2.5M
Heritage Wealth Management, LLC 1.29% Add +7.9% 12,023 $2.5M
Visionary Wealth Advisors 0.17% Reduce -1.1% 11,946 $2.5M
Dagco, Inc. 1.14% Add +1645.8% 11,941 $2.5M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -7.6% 11,931 $2.5M
Bluespring Wealth Management, LLC 0.28% Reduce -7.4% 11,923 $2.5M
LGL Partners, LLC 0.42% Add +2.3% 11,909 $2.5M
Bedel Financial Consulting, Inc. 0.39% Add +3.6% 11,877 $2.5M
Migdal Insurance & Financial Holdings Ltd. 0.04% Reduce -18.9% 11,871 $2.5M
Mission Wealth Management, LP 0.07% Add +14.5% 11,736 $2.5M
Thoroughbred Financial Services, LLC 0.24% Add +13.8% 11,685 $2.5M
Harbour Investments, Inc. 0.09% Add +9.2% 11,680 $2.5M
Mathes Company, Inc. 0.93% Reduce -2.5% 11,675 $2.5M
Leavell Investment Management, Inc. 0.14% Reduce -6.2% 11,664 $2.5M
Moloney Securities Asset Management, LLC 0.37% Reduce -0.9% 11,596 $2.4M
Unique Wealth, LLC 0.68% Add +5.2% 11,527 $2.4M
Central Pacific Bank - Trust Division 0.32% — 11,622 $2.4M
DCF Advisers, LLC 1.49% No change 11,500 $2.4M
Simon Quick Advisors, LLC 0.18% Add +0.3% 11,464 $2.4M
Avantax Planning Partners, Inc. 0.08% Add +8.6% 11,443 $2.4M
Sheets Smith Wealth Management 0.27% Add +3.6% 11,313 $2.4M
Parker Financial LLC 1.35% Reduce -10.0% 11,298 $2.4M
Segall Bryant & Hamill, LLC 0.04% Add +7.1% 11,282 $2.4M
Abacus Planning Group, Inc. 0.46% Reduce -4.0% 11,269 $2.4M
Neumeier Poma Investment Counsel LLC 0.22% New 11,260 $2.4M
Sachem Hill LLC 0.55% Reduce -0.4% 11,189 $2.4M
Lanark Financial, Inc. 0.22% Reduce -3.3% 11,175 $2.4M
Hirtle & Co., LLC 0.12% Add +17.9% 11,169 $2.3M
Venturi Wealth Management, LLC 0.15% Add +0.3% 11,084 $2.3M
Delta Financial Group, Inc. 0.69% Add +9.1% 11,082 $2.3M
Sawgrass Asset Management LLC 0.26% Add +12.7% 11,083 $2.3M
MassMutual Private Wealth & Trust, FSB 0.07% Reduce -13.0% 11,034 $2.3M
Revolve Wealth Partners, LLC 0.40% Add +0.0% 11,018 $2.3M
Sepio Capital, LP 0.20% Reduce -6.1% 10,996 $2.3M
Eldridge Investment Advisors, Inc. 0.59% Reduce -0.0% 10,957 $2.3M
Associated Banc-Corp 0.07% Reduce -3.1% 10,921 $2.3M
Foresight Capital Management Advisors, Inc. 1.74% Add +2.9% 10,838 $2.3M
Mason & Associates, LLC 1.74% — 10,838 $2.3M
Mechanics Financial Corp 1.19% Reduce -5.0% 10,835 $2.3M
Vident Advisory, LLC 0.05% No change 10,815 $2.3M
Moody National Bank Trust Division 0.18% No change 10,774 $2.3M
BluePointe Capital Management, LLC 1.56% Add +2.5% 10,773 $2.3M
TFB Advisors LLC 0.82% Add +5.3% 11,493 $2.3M
L.M. Kohn & Company 0.63% Reduce -0.9% 10,600 $2.2M
Gerber Kawasaki Wealth & Investment Management 0.12% Add +75.5% 10,586 $2.2M
Matrix Asset Advisors Inc. 0.26% Reduce -1.1% 10,532 $2.2M
Spinnaker Trust 0.14% Add +0.3% 10,525 $2.2M
Azimuth Capital Investment Management LLC 0.09% Add +6.0% 10,470 $2.2M
Ameritas Advisory Services, LLC 0.09% Reduce -29.7% 10,667 $2.2M
Aspect Partners, LLC 1.73% Add +101.9% 10,421 $2.2M
Thompson Siegel & Walmsley LLC 0.03% Reduce -10.8% 10,369 $2.2M
Nicolet Bankshares Inc. 0.45% Reduce -1.4% 10,338 $2.2M
Childress Capital Advisors, LLC 0.63% Add +10.8% 10,336 $2.2M
Loomis Sayles & Co. L P 0.00% Reduce -27.8% 10,323 $2.2M
Fiera Capital Corp 0.01% No change 10,218 $2.1M
Washington Capital Management, Inc. 1.74% Add +73.0% 10,200 $2.1M
Intellectus Partners, LLC 0.57% Add +27.2% 10,186 $2.1M
Kaydan Wealth Management, Inc. 0.73% Add +13.0% 10,180 $2.1M
AlphaStar Capital Management, LLC 0.22% Add +20.9% 10,162 $2.1M
Good Life Advisors, LLC 0.19% Reduce -3.0% 10,125 $2.1M
Westmount Partners, LLC 0.76% Add +0.1% 10,082 $2.1M
T. Rowe Price Associates Inc. 0.00% Reduce -78.7% 9,974 $2.1M
STAR Financial Bank 1.79% Reduce -0.1% 9,972 $2.1M
Highland Capital Management, LLC 0.12% Add +37.5% 9,837 $2.1M
Concourse Financial Group Securities, Inc. 0.13% Reduce -9.4% 9,813 $2.1M
Gridiron Partners, LLC 1.32% No change 9,811 $2.1M
Fortis Capital Advisors, LLC 0.87% Add +9.4% 9,800 $2.1M
QRG Capital Management, Inc. 0.03% Add +43.6% 9,781 $2.1M
Objective Capital Management, LLC 1.39% Reduce -11.4% 9,760 $2.1M
Oakwell Private Wealth Management, LLC 0.62% No change 9,746 $2.0M
Peregrine Asset Advisers, Inc. 0.82% No change 9,741 $2.0M
Seamount Financial Group Inc. 1.79% Add +5.6% 9,736 $2.0M
Sound View Wealth Advisors Group, LLC 0.22% Reduce -10.4% 9,735 $2.0M
MPS Loria Financial Planners, LLC 0.69% Reduce -12.2% 9,731 $2.0M
D L Carlson Investment Group Inc. 0.40% Reduce -0.8% 9,712 $2.0M
Haverford Trust Co 0.02% Reduce -19.0% 9,672 $2.0M
Intrua Financial, LLC 0.32% Reduce -2.9% 9,655 $2.0M
Athena Investment Management 1.22% No change 9,638 $2.0M
Ballast Advisors LLC 0.68% Reduce -0.7% 9,618 $2.0M
jvl associates llc 0.83% No change 9,616 $2.0M
Pacific Financial Group Inc. 1.39% Add +377.7% 9,558 $2.0M
Apella Capital, LLC 0.10% Add +0.1% 9,737 $2.0M
Cornerstone Advisors Asset Management, LLC 0.71% Add +0.0% 9,548 $2.0M
Caprock Group, LLC 0.11% Add +7.0% 9,511 $2.0M
Essex Financial Services, Inc. 0.18% Add +45.3% 9,487 $2.0M
AdvisorNet Financial, Inc 0.19% Add +12.0% 9,472 $2.0M
Connectus Wealth, LLC 0.05% Reduce -23.9% 9,444 $2.0M
MWA Asset Management 1.44% Add +14.6% 9,442 $2.0M
Financial Synergies Wealth Advisors, Inc. 0.26% Reduce -26.9% 9,388 $2.0M
Concentric Capital Strategies, LP 0.13% New 9,388 $2.0M
Qube Research & Technologies Ltd 0.00% Reduce -65.9% 9,388 $2.0M
Opus Capital Group, LLC 0.29% Reduce -3.5% 9,386 $2.0M
Alley Investment Management Company, LLC 0.27% Reduce -0.8% 9,386 $2.0M
Sterling Investment Advisors LLC 1.15% Add +1.7% 9,353 $2.0M
Sunflower Bank, N.A. 0.44% No change 9,317 $2.0M
Jackson, Grant Investment Advisers, Inc. 0.80% Add +0.4% 9,305 $2.0M
Prudential PLC 0.02% Reduce -88.6% 9,300 $2.0M
Chatham Capital Group, Inc. 0.36% Add +10.8% 9,285 $2.0M
Arcadia Investment Management Corp. 0.34% Reduce -21.0% 9,256 $1.9M
Paragon Capital Management LLC 1.04% Reduce -2.1% 9,192 $1.9M
Lakeshore Financial Planning, Inc. 0.98% Add +3.2% 9,171 $1.9M
Hunting Hill Global Capital, LLC 1.13% Add +396.1% 9,157 $1.9M
DBK Financial Counsel, LLC 2.02% No change 9,140 $1.9M
Harvest Investment Services, LLC 0.77% Reduce -4.1% 9,094 $1.9M
Boothbay Fund Management, LLC 0.06% Reduce -38.6% 9,094 $1.9M
Gratus Capital, LLC 0.09% Add +718.1% 9,081 $1.9M
Valmark Advisers, Inc. 0.03% Add +9.1% 9,073 $1.9M
Glen Eagle Advisors, LLC 0.36% Reduce -2.2% 9,040 $1.9M
Garden State Investment Advisory Services LLC 0.69% Add +325.3% 9,051 $1.9M
Schechter Investment Advisors, LLC 0.14% No change 8,971 $1.9M
Farther Finance Advisors, LLC 0.11% Add +23.7% 9,033 $1.9M
Cavalier Investments, LLC 0.69% Reduce -28.6% 8,946 $1.9M
Red Tortoise LLC 1.05% Reduce -0.7% 8,939 $1.9M
Cahill Financial Advisors Inc. 0.26% Reduce -12.0% 8,932 $1.9M
Tradition Wealth Management, LLC 0.19% New 8,913 $1.9M
Seneca Financial Advisors LLC 1.00% Add +0.2% 8,904 $1.9M
Evanson Asset Management, LLC 0.14% Add +1.4% 8,886 $1.9M
Harmony Asset Management LLC 0.77% Reduce -14.3% 8,883 $1.9M
Adapt Wealth Advisors, LLC 1.32% — 8,850 $1.9M
Apexium Financial, LP 0.14% Reduce -21.0% 8,787 $1.8M
Hartline Investment Corp./ 0.33% New 8,775 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.33% Reduce -5.5% 8,775 $1.8M
Calamos Wealth Management LLC 0.11% Add +123.0% 8,769 $1.8M
Advisor OS, LLC 0.21% Reduce -1.1% 8,753 $1.8M
Harbor Investment Advisory, LLC 0.19% Reduce -42.3% 8,745 $1.8M
RFG Advisory, LLC 0.06% Reduce -3.3% 8,660 $1.8M
Crestone Asset Management LLC 0.37% Add +2.4% 8,631 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Add +0.6% 8,627 $1.8M
BigSur Wealth Management LLC 0.57% Reduce -2.3% 8,610 $1.8M
Bensler, LLC 0.26% Reduce -3.2% 8,593 $1.8M
Stonegate Investment Group, LLC 0.06% Add +2.3% 8,591 $1.8M
Centennial Wealth Advisory LLC 0.83% Add +11.0% 8,582 $1.8M
Montecito Bank & Trust 0.36% Reduce -3.2% 8,567 $1.8M
CX Institutional 0.09% Reduce -0.4% 8,567 $1.8M
Focus Financial Network, Inc. 0.09% — 9,336 $1.8M
Kavar Capital Partners Group, LLC 0.33% Reduce -50.7% 8,543 $1.8M
1834 Investment Advisors Co. 0.21% No change 8,538 $1.8M
Legacy Bridge, LLC 1.05% Add +0.0% 8,530 $1.8M
HM Payson & Co. 0.03% Reduce -4.3% 8,526 $1.8M
Wedmont Private Capital 0.13% Add +0.7% 8,605 $1.8M
Sunbelt Securities, Inc. 0.20% Reduce -15.3% 8,433 $1.8M
Gryphon Financial Partners LLC 0.30% Add +17.7% 8,430 $1.8M
Olympiad Research LP 1.16% Add +38.5% 8,413 $1.8M
Greenwich Wealth Management LLC 0.14% Reduce -0.4% 8,390 $1.8M
West Coast Financial LLC 0.21% Reduce -3.6% 8,372 $1.8M
Tocqueville Asset Management L.P. 0.03% Reduce -0.5% 8,367 $1.8M
Lowe Brockenbrough & Co. Inc. 0.12% Add +1.6% 8,319 $1.7M
BBR Partners, LLC 0.14% Add +263.0% 8,288 $1.7M
Johnson Financial Group, Inc. 0.09% Add +11.7% 8,278 $1.7M
Builder Investment Group Inc. 0.50% Reduce -2.1% 8,220 $1.7M
Grove Bank & Trust 0.29% No change 8,194 $1.7M
Quadcap Wealth Management, LLC 0.39% Add +0.3% 8,166 $1.7M
Cornerstone Wealth Management, LLC 0.14% Add +1.4% 8,161 $1.7M
Moneco Advisors, LLC 0.27% Reduce -5.5% 8,144 $1.7M
Davis Investment Partners, LLC 0.75% Reduce -4.3% 8,500 $1.7M
Paces Ferry Wealth Advisors, LLC 1.09% Reduce -19.6% 8,125 $1.7M
Fca Corp. 0.55% Add +1.2% 8,101 $1.7M
Mather Group, Llc. 0.03% Reduce -0.1% 8,451 $1.7M
GEM Asset Management, LLC 1.14% Add +0.6% 8,780 $1.7M
CJM Wealth Advisers, Ltd. 0.64% Reduce -0.3% 8,045 $1.7M
LM Advisors LLC 0.30% Add +358.2% 8,023 $1.7M
DRW Securities, LLC 0.10% Reduce -85.0% 8,000 $1.7M
Tsfg, LLC 0.42% Reduce -1.6% 7,997 $1.7M
Optimum Investment Advisors 0.77% Add +7.6% 7,984 $1.7M
CIC Wealth, LLC 0.49% New 7,976 $1.7M
New Republic Capital, LLC 1.06% Add +0.5% 7,916 $1.7M
Cannell & Spears LLC 0.03% Add +5.5% 7,913 $1.7M
Cooper Financial Group 0.27% Reduce -0.2% 7,889 $1.7M
Old North State Trust, LLC 1.40% — 7,866 $1.7M
World Equity Group, Inc. 0.34% Reduce -5.4% 7,862 $1.7M
Legacy Advisors, LLC 0.21% Reduce -0.6% 7,849 $1.7M
Power Wealth Management LLC 1.03% Reduce -12.7% 7,843 $1.6M
Allred Capital Management, LLC 0.64% Add +143.8% 7,843 $1.6M
Richard W. Paul & Associates, LLC 0.66% Reduce -14.7% 7,823 $1.6M
IPG Investment Advisors LLC 0.36% Reduce -47.0% 7,775 $1.6M
Pitti Group Wealth Management, LLC 1.82% Reduce -1.7% 8,056 $1.6M
Sage Capital Advisors,llc 0.47% Add +1.0% 7,732 $1.6M
Oxford Financial Group, LTD. LLC 0.11% No change 7,729 $1.6M
Garde Capital, Inc. 0.11% Reduce -0.3% 7,719 $1.6M
Garda Capital Partners LP 0.75% Reduce -82.3% 7,668 $1.6M
KKM Financial LLC 0.78% Add +511.3% 7,647 $1.6M
Mosaic Financial Group, LLC 1.29% — 7,632 $1.6M
Shelton Wealth Management, LLC 1.01% Reduce -3.3% 7,622 $1.6M
Penobscot Investment Management Company, Inc. 0.17% Add +3.4% 7,621 $1.6M
Wakefield Asset Management LLLP 0.55% Reduce -5.7% 7,587 $1.6M
MainStreet Investment Advisors LLC 0.19% No change 7,568 $1.6M
Orca Investment Management, LLC 1.49% Reduce -6.1% 7,547 $1.6M
Sageworth Trust Co of South Dakota 2.45% No change 7,537 $1.6M
Composition Wealth, LLC 0.04% Reduce -40.1% 7,441 $1.6M
Indiana Trust & Investment Management Co 0.63% No change 7,426 $1.6M
Choate Investment Advisors 0.04% Reduce -3.7% 7,421 $1.6M
Riverpoint Wealth Management Holdings, LLC 0.43% Add +0.2% 7,403 $1.6M
Osborne Partners Capital Management, LLC 0.10% Add +12.6% 7,391 $1.6M
Financial Advisors, LLC 0.32% Add +2.1% 7,329 $1.5M
Pointe Capital Management LLC 0.94% Add +1.6% 7,288 $1.5M
HBK Sorce Advisory LLC 0.05% Add +10.4% 7,277 $1.5M
Patriot Investment Management Group, Inc. 0.12% No change 7,252 $1.5M
Mandatum Life Insurance Co Ltd 0.51% No change 7,202 $1.5M
Fortis Group Advisors, LLC 0.28% Add +180.5% 7,194 $1.5M
Ancora Advisors LLC 0.03% Reduce -4.7% 7,173 $1.5M
Davis R M Inc. 0.03% Reduce -8.5% 7,167 $1.5M
Granite Bay Wealth Management, LLC 0.85% Reduce -99.8% 7,145 $1.5M
Plum Street Advisors, LLC 0.76% Add +6.2% 6,792 $1.5M
Level Four Advisory Services, LLC 0.08% No change 7,468 $1.5M
LS Investment Advisors, LLC 0.24% Reduce -11.1% 7,106 $1.5M
KMG Fiduciary Partners, LLC 0.15% Add +0.0% 7,096 $1.5M
Disciplined Investments, LLC 0.81% Add +7.0% 7,091 $1.5M
Maven Securities LTD 0.09% New 7,067 $1.5M
GYL Financial Synergies, LLC 0.12% Reduce -0.3% 7,056 $1.5M
One Capital Management, LLC 0.05% Reduce -9.7% 7,056 $1.5M
Family Firm, Inc. 0.36% Add +0.2% 7,052 $1.5M
Brown Miller Wealth Management, LLC 0.65% Add +8.0% 7,007 $1.5M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -4.0% 7,000 $1.5M
Chicago Capital, LLC 0.04% Reduce -1.2% 6,993 $1.5M
Planned Solutions, Inc. 0.72% Add +0.2% 6,962 $1.5M
Fermata Advisors, LLC 0.33% Reduce -8.8% 6,962 $1.5M
SigFig Wealth Management, LLC 0.05% Add +4.8% 6,961 $1.5M
Doliver Advisors, LP 0.41% Add +102.3% 6,945 $1.5M
MBL Wealth, LLC 0.17% Add +23.2% 6,914 $1.5M
Fonville Wealth Management LLC 0.64% Add +2.3% 6,891 $1.4M
Capasso Planning Partners LLC 0.60% Reduce -4.2% 6,876 $1.4M
Fagan Associates, Inc. 0.27% Add +0.2% 6,869 $1.4M
Bricktown Capital, LLC 0.29% Reduce -68.7% 6,869 $1.4M
Coordinated Financial Services, Inc. 1.27% — 6,850 $1.4M
Brand Asset Management Group, Inc. 0.62% Reduce -0.0% 6,831 $1.4M
Cambridge Advisors Inc. 0.34% No change 6,812 $1.4M
Pursue Wealth Partners LLC 0.84% Add +46.8% 6,797 $1.4M
Avior Wealth Management, LLC 0.07% Add +41.5% 6,855 $1.4M
Bantamac Capital, LLC 0.81% No change 6,750 $1.4M
Keystone Wealth Services, LLC 0.46% Add +0.2% 6,742 $1.4M
Weaver Consulting Group 0.52% Add +29.1% 6,710 $1.4M
Earnest Partners LLC 0.01% Reduce -87.4% 6,704 $1.4M
Tranquility Partners, LLC 0.54% Add +65.0% 6,696 $1.4M
Rothschild Investment LLC 0.10% Reduce -1.4% 6,676 $1.4M
Middleton & Co. Inc. 0.16% No change 6,673 $1.4M
IFG Advisors, LLC 0.36% Add +0.2% 6,670 $1.4M
Arcus Capital Partners, LLC 0.44% Reduce -1.9% 6,662 $1.4M
Guyasuta Investment Advisors Inc. 0.10% No change 6,956 $1.4M
Sage Rhino Capital LLC 0.33% No change 6,618 $1.4M
Community Bank, N.A. 0.18% Reduce -9.7% 6,613 $1.4M
Nvwm, LLC 0.38% Add +26.8% 6,600 $1.4M
Journey Strategic Wealth LLC 0.06% Reduce -55.4% 6,582 $1.4M
Nuveen Asset Management, LLC 0.00% Reduce -41.1% 6,580 $1.4M
Manufacturers Life Insurance Company, The 0.00% Reduce -23.1% 6,570 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% Add +0.5% 6,562 $1.4M
Archford Capital Strategies, LLC 0.23% Reduce -1.7% 6,560 $1.4M
Allen Investment Management, LLC 0.02% No change 6,500 $1.4M
Blue Trust, Inc. 0.02% Add +6.8% 6,477 $1.4M
Redwood Wealth Management Group, LLC 1.44% Add +303.5% 6,464 $1.4M
Halpern Financial, Inc. 0.39% Reduce -1.3% 6,595 $1.4M
Allie Family Office LLC 0.80% Add +61.3% 6,436 $1.4M
Fsa Wealth Partners, Inc. 0.34% Add +32.0% 6,430 $1.4M
Lionsbridge Wealth Management LLC 1.04% Reduce -0.9% 6,422 $1.4M
Sharkey, Howes & Javer 0.22% Add +1.2% 6,385 $1.3M
Boston Family Office LLC 0.10% Reduce -0.4% 6,362 $1.3M
Intrepid Financial Planning Group LLC 0.58% Add +0.9% 6,350 $1.3M
Menora Mivtachim Holdings LTD. 0.01% Add +170.5% 6,346 $1.3M
Waldron Private Wealth LLC 0.06% Reduce -14.1% 6,315 $1.3M
Aprio Wealth Management, LLC 0.26% Add +5.3% 6,303 $1.3M
MIdWestOne Financial Group, Inc. 0.24% Reduce -0.0% 6,299 $1.3M
Watts Gwilliam & Co., LLC 0.41% — 6,385 $1.3M
Activest Wealth Management 0.64% Reduce -5.8% 6,276 $1.3M
Stonebridge Capital Advisors LLC 0.12% Add +0.3% 6,272 $1.3M
St Germain D J Co. Inc. 0.06% Reduce -10.6% 6,263 $1.3M
Douglass Winthrop Advisors, LLC 0.03% New 6,252 $1.3M
Apriem Advisors 0.16% Add +37.7% 6,229 $1.3M
SCS Capital Management LLC 0.03% Add +2.1% 6,213 $1.3M
Pettyjohn, Wood & White, Inc. 0.26% Add +33.3% 6,209 $1.3M
Canopy Partners, LLC 0.64% Reduce -13.4% 6,182 $1.3M
Cosner Financial Group, LLC 0.93% Add +3.3% 6,181 $1.3M
Rwa Wealth Partners, LLC 0.02% Add +22.5% 6,175 $1.3M
Charter Oak Capital Management, LLC 0.14% Reduce -11.8% 6,159 $1.3M
Eq LLC 0.79% Reduce -0.8% 6,073 $1.3M
Grassi Investment Management 0.12% Add +11.6% 6,051 $1.3M
Debussy Capital Management LP 0.37% Add +3.6% 6,225 $1.3M
1900 Wealth Management LLC 0.12% Add +4.5% 6,024 $1.3M
Ellenbecker Investment Group 0.26% No change 5,978 $1.3M
First Business Financial Services, Inc. 0.13% No change 5,923 $1.2M
Transcend Capital Advisors, LLC 0.10% Add +2.0% 5,915 $1.2M
Eagle Harbor Asset Management Inc. 1.32% Add +0.6% 5,899 $1.2M
Private Ocean, LLC 0.13% Reduce -1.2% 5,887 $1.2M
Sonata Capital Group Inc. 0.56% Add +23.1% 5,882 $1.2M
Cypress Capital Group 0.15% Reduce -10.9% 5,870 $1.2M
Lifestyle Asset Management, Inc. 0.73% Reduce -8.3% 5,867 $1.2M
Pinnacle Bancorp, Inc. 0.36% Reduce -1.2% 5,864 $1.2M
Summit Financial Strategies, Inc. 0.17% Reduce -0.1% 5,863 $1.2M
Mango Five Family, Inc. 0.41% No change 5,843 $1.2M
Arthur M. Cohen & Associates, LLC 0.26% Add +0.2% 5,819 $1.2M
Monetary Management Group Inc. 0.34% Add +7.4% 5,797 $1.2M
NCM Capital Management, LLC 0.68% Reduce -10.6% 5,796 $1.2M
Intrust Bank NA 0.13% Add +1.3% 5,785 $1.2M
Principal Securities, Inc. 0.04% Reduce -3.8% 5,783 $1.2M
FreeGulliver LLC 1.08% Add +49.9% 5,765 $1.2M
Heritage Wealth Advisors 0.06% Add +0.1% 5,762 $1.2M
MBA Advisors LLC 0.63% Add +14.3% 5,756 $1.2M
Colorado Capital Management, Inc. 0.70% No change 5,754 $1.2M
Perennial Investment Advisors, LLC 0.18% Add +25.8% 5,751 $1.2M
Relyea Zuckerberg Hanson LLC 0.21% Reduce -11.1% 5,747 $1.2M
USA Financial Formulas 0.20% Reduce -2.2% 5,738 $1.2M
Moors & Cabot, Inc. 0.07% Add +26.4% 5,731 $1.2M
Procyon Advisors, LLC 0.09% Add +75.9% 5,719 $1.2M
Acuitas Investments, LLC 0.61% New 5,716 $1.2M
Security Benefit Life Insurance Co. 0.38% Add +111.1% 5,700 $1.2M
Farmers National Bank 0.36% Reduce -1.7% 5,698 $1.2M
Segment Wealth Management, LLC 0.09% Add +47.5% 5,694 $1.2M
Tyche Wealth Partners LLC 0.29% Reduce -3.7% 5,687 $1.2M
Tortoise Investment Management, LLC 0.14% No change 5,672 $1.2M
Brady Family Wealth, LLC 0.39% Add +0.2% 5,657 $1.2M
Westwood Holdings Group Inc. 0.01% Reduce -10.0% 5,637 $1.2M
Obermeyer Wealth Partners 0.07% Add +0.9% 5,623 $1.2M
Stephenson & Company, Inc. 0.86% Add +4.3% 5,622 $1.2M
Modern Wealth Management, LLC 0.11% New 5,615 $1.2M
9258 Wealth Management, LLC 0.18% Reduce -0.1% 5,560 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.08% Reduce -72.5% 5,520 $1.2M
Edmond DE Rothschild Holding S.A. 0.02% No change 5,428 $1.2M
Whitegate Investment Counselors, Inc. 0.33% Add +0.9% 5,506 $1.2M
Allspring Global Investments Holdings, LLC 0.00% Reduce -75.3% 5,306 $1.2M
Mechanics Bank Trust Department 0.17% Reduce -6.9% 5,496 $1.2M
Confluence Wealth Services, Inc. 0.10% No change 5,490 $1.2M
M&R Capital Management Inc. 0.28% Reduce -0.2% 5,454 $1.1M
Compass Ion Advisors, LLC 0.16% Add +2.3% 5,428 $1.1M
Epic Trust Investment Advisors, LLC 1.39% Reduce -15.1% 5,380 $1.1M
Whitaker-Myers Wealth Managers, LTD. 0.47% New 5,307 $1.1M
Bienville Capital Management, LLC 0.34% No change 5,300 $1.1M
Verum Partners LLC 0.40% Reduce -7.8% 5,290 $1.1M
Cardiff Park Advisors, LLC 0.11% Reduce -8.6% 5,273 $1.1M
Mainstay Capital Management LLC 0.21% Reduce -9.7% 5,256 $1.1M
Angeles Investment Advisors, LLC 0.06% Reduce -99.1% 5,240 $1.1M
626 Financial, LLC 0.66% Reduce -7.1% 5,228 $1.1M
Neumann Capital Management, LLC 0.39% No change 5,208 $1.1M
Global Financial Private Client, LLC 0.47% Reduce -0.1% 5,251 $1.1M
Powell Investment Advisors, LLC 0.58% Add +0.1% 5,185 $1.1M
Kingswood Wealth Advisors, LLC 0.13% Add +3.8% 5,166 $1.1M
Gradient Capital Advisors, LLC 0.40% No change 5,142 $1.1M
LCNB Corp. 0.39% No change 5,126 $1.1M
Fragasso Financial Advisors Inc 0.09% Add +0.1% 5,124 $1.1M
Florida Trust Wealth Management Co 0.04% Add +2.2% 5,111 $1.1M
EverSource Wealth Advisors, LLC 0.08% Add +31.2% 5,472 $1.1M
Sightline Wealth Advisors, LLC 0.70% Add +0.2% 5,087 $1.1M
SC&H Financial Advisors, Inc. 0.28% Add +0.9% 5,081 $1.1M
Cape Ann Savings Bank 0.67% Reduce -9.6% 5,070 $1.1M
American Financial Advisors, LLC 0.15% Reduce -1.9% 5,063 $1.1M
Mgo One Seven LLC 0.06% Reduce -32.5% 5,045 $1.1M
Polen Capital Management LLC 0.00% Add +184.1% 5,040 $1.1M
Fairway Wealth LLC 0.72% Add +0.2% 5,032 $1.1M
Van Cleef Asset Management,Inc 0.13% Add +62.1% 5,021 $1.1M
Nwi Management LP 0.14% No change 5,000 $1.1M
Centiva Capital, LP 0.06% Reduce -91.3% 5,000 $1.1M
CCG Wealth Management, LLC 0.63% New 4,997 $1.1M
Parthenon LLC 0.13% Add +2.5% 4,972 $1.0M
Savvy Advisors, Inc. 0.60% Add +38.9% 4,971 $1.0M
JSF Financial, LLC 0.33% Reduce -6.3% 4,970 $1.0M
Prio Wealth Limited Partnership 0.03% Add +18.6% 4,965 $1.0M
Well Done, LLC 0.20% Reduce -4.6% 4,953 $1.0M
Fiducient Advisors LLC 0.21% Reduce -1.8% 4,948 $1.0M
HFG Advisors, Inc. 0.92% Add +0.4% 4,947 $1.0M
Caldwell Trust Co 0.12% No change 4,940 $1.0M
Private Portfolio Partners LLC 0.21% Add +5.3% 4,906 $1.0M
Cedar Mountain Advisors, LLC 0.26% Add +0.3% 4,886 $1.0M
Betterment LLC 0.00% Add +64.2% 4,859 $1.0M
Zions Bancorporation, N.A. 0.08% Reduce -7.2% 4,848 $1.0M
Camelot Technology Advisors, Inc. 0.94% Add +0.3% 4,842 $1.0M
CENTRAL TRUST Co 0.03% No change 4,840 $1.0M
&partners 0.14% Add +124.5% 4,864 $1.0M
SlateStone Wealth, LLC 0.10% Reduce -0.5% 4,836 $1.0M
Washington Trust Bank 0.10% Add +28.6% 4,828 $1.0M
Naples Global Advisors, LLC 0.10% Add +4.0% 4,827 $1.0M
Zega Financial, LLC 0.44% Add +302.3% 4,815 $1.0M
Missouri Trust & Investment Co 0.39% Add +3.4% 4,812 $1.0M
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -18.6% 4,807 $1.0M
Moisand Fitzgerald Tamayo, LLC 0.15% Reduce -1.1% 4,792 $1.0M
Savior LLC 5.40% Reduce -0.0% 4,780 $1.0M
Lowery Thomas, LLC 0.77% Reduce -9.0% 4,775 $1.0M
Bond & Devick Financial Network, Inc. 0.54% No change 4,767 $1.0M
Morton Brown Family Wealth, LLC 0.41% Reduce -9.8% 4,746 $998K
McClarren Financial Advisors, Inc. 0.72% Add +0.4% 4,732 $996K
Viawealth, LLC 0.62% Add +66.6% 4,718 $992K
Fisher Asset Management 0.00% Reduce -16.1% 4,717 $992K
VeraBank, N.A. 0.31% Add +0.7% 4,705 $989K
ICA Group Wealth Management, LLC 0.20% Reduce -10.8% 4,703 $989K
Marex Group Ltd 0.03% Reduce -7.3% 4,699 $988K
Keeley-Teton Advisors, LLC 0.12% Reduce -0.7% 4,678 $984K
Core Wealth Advisors, Inc. 0.33% Reduce -15.9% 4,648 $977K
Key Financial Inc 0.25% No change 4,637 $975K
Cantor Fitzgerald Investment Advisors L.P. 0.07% Reduce -26.5% 4,634 $975K
Callan Capital, LLC 0.09% Add +0.2% 4,619 $971K
Wade Financial Advisory, Inc 0.35% Reduce -9.8% 4,598 $967K
Adell Harriman & Carpenter Inc. 0.08% Reduce -13.0% 4,589 $965K
Boston Trust Walden Corp 0.01% Reduce -90.9% 4,568 $961K
Morris Financial Concepts, Inc. 0.49% Reduce -4.1% 4,559 $959K
Bragg Financial Advisors, Inc 0.04% Reduce -1.0% 4,556 $958K
Penn Capital Management Company, LLC 0.09% Reduce -49.2% 4,555 $958K
Petix & Botte Co 0.24% Reduce -46.7% 4,556 $958K
Lifeworks Advisors, LLC 0.27% Add +9.9% 4,542 $955K
Nichols & Pratt Advisers LLP 0.06% No change 4,540 $955K
Centennial Bank 0.49% Add +8.0% 4,519 $950K
Matrix Private Capital Group LLC 0.64% Add +3.4% 4,509 $948K
Howard Wealth Management, LLC 0.77% Reduce -1.4% 4,508 $948K
17 Capital Partners, LLC 0.70% Add +12.2% 4,506 $948K
White Pine Capital LLC 0.36% Add +2.0% 4,835 $947K
Bedell Frazier Investment Counselling, LLC 0.24% Add +66.2% 4,503 $947K
CSS LLC 0.23% New 4,496 $946K
SOA Wealth Advisors, LLC. 0.20% Add +3.1% 4,482 $943K
Southern Capital Advisors, LLC 0.57% Add +9.7% 4,479 $942K
Monograph Wealth Advisors, LLC 0.14% Add +229.6% 4,472 $941K
Signaturefd, LLC 0.02% Reduce -8.9% 4,459 $938K
Nations Financial Group Inc, /Ia/ 0.08% Add +6.0% 4,458 $938K
Keel Point, LLC 0.10% Reduce -0.1% 4,413 $928K
ML & R Wealth Management LLC 0.21% Add +0.8% 4,401 $925K
Next Capital Management LLC 0.37% Reduce -21.4% 4,386 $922K
Broadview Financial Management, LLC 0.67% Reduce -0.9% 4,385 $922K
Aft, Forsyth & Company, Inc. 0.52% No change 4,376 $920K
JDM Financial Group LLC 0.67% Reduce -0.5% 4,367 $918K
Stratos Investment Management, LLC 0.09% Reduce -18.1% 4,359 $917K
Collective Family Office LLC 0.30% No change 4,357 $916K
Mattern Wealth Management LLC 0.22% No change 4,352 $915K
American National Bank & Trust 0.12% Add +0.1% 4,351 $915K
Sugarloaf Wealth Management, LLC 0.19% Add +0.1% 4,345 $914K
Marshall Financial Group Inc. 0.30% Reduce -3.8% 4,329 $910K
Retirement Group, LLC 0.33% Reduce -4.7% 4,328 $910K
Eagle Global Advisors LLC 0.05% Add +59.5% 4,307 $906K
United Community Bank 0.35% Add +67.4% 4,385 $905K
EWG Elevate Inc. 0.34% Add +7.3% 4,294 $903K
HCR Wealth Advisors 0.14% Add +7.1% 4,283 $901K
Atlas Brown,Inc. 0.33% Add +35.0% 4,257 $895K
First Interstate Bank 0.06% Reduce -2.4% 4,251 $894K
Aptus Capital Advisors, LLC 0.02% Add +20.5% 4,248 $893K
Rf&l Wealth Management, LLC 0.69% Reduce -3.1% 4,238 $891K
Bank of New Hampshire 0.23% Reduce -0.3% 4,225 $889K
Ionic Capital Management LLC 0.75% Reduce -15.7% 4,215 $886K
Acorn Financial Advisory Services Inc. 0.17% Reduce -57.8% 4,211 $886K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.37% Add +1.3% 4,499 $884K
Poplar Forest Capital LLC 0.12% Add +3.3% 4,197 $883K
GenTrust, LLC 0.05% Add +17.0% 4,197 $883K
Woodmont Investment Counsel LLC 0.07% Add +17.4% 4,180 $879K
Narus Financial Partners, LLC 0.38% No change 4,180 $879K
Ironwood Financial, llc 0.20% Reduce -3.9% 4,178 $879K
General Partner, Inc. 0.55% New 4,176 $878K
CFO4Life Group, LLC 0.16% Reduce -50.6% 4,169 $877K
Breed's Hill Capital LLC 0.81% Add +2.8% 4,160 $875K
Elgethun Capital Management 0.22% Reduce -1.5% 4,126 $865K
HTLF Bank 0.10% Add +9.9% 4,110 $864K
AQR Capital Management 0.00% Add +53.6% 4,099 $862K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +5433.8% 4,095 $858K
Beirne Wealth Consulting Services, LLC 0.36% Reduce -27.9% 4,078 $858K
Burney Co./ 0.03% Add +4.7% 4,075 $857K
Autumn Glory Partners, LLC 0.42% No change 4,070 $856K
Heartwood Wealth Advisors LLC 0.11% Add +5.1% 4,066 $855K
Parisi Gray Wealth Management 0.32% Reduce -32.2% 4,062 $854K
Northwest Wealth Management, LLC 0.23% No change 4,054 $853K
Navalign, LLC 0.28% Add +0.4% 4,052 $852K
Csenge Advisory Group 0.05% Add +6.3% 4,048 $851K
Tompkins Financial Corp. 0.10% Add +1.7% 4,044 $850K
Windsor Capital Management, LLC 0.26% Reduce -1.1% 4,023 $846K
Montgomery Investment Management Inc. 0.32% No change 4,000 $841K
Vigilare Wealth Management 0.41% New 3,989 $839K
Thrive Wealth Management, LLC 0.17% Add +0.9% 3,988 $839K
Embree Financial Group 0.16% Add +33.5% 3,975 $836K
Wealth Alliance, LLC 0.11% Add +145.1% 3,960 $833K
First County Bank 0.41% Reduce -16.7% 3,958 $832K
Francis Financial, Inc. 0.27% Add +60.5% 3,955 $832K
Trek Financial, LLC 0.07% Add +93.3% 3,944 $829K
Sachetta, LLC 0.39% No change 4,128 $829K
Investment Partners, LTD. 0.38% No change 3,939 $828K
Jackson Hole Capital Partners, LLC 0.19% No change 3,918 $824K
TBH Global Asset Management, LLC 0.16% Add +20.4% 3,916 $824K
Palisades Hudson Asset Management, L.P. 0.37% Add +0.0% 3,906 $821K
Total Clarity Wealth Management, Inc. 0.28% Add +6.1% 3,884 $817K
Hilltop National Bank 0.27% — 3,844 $808K
FDx Advisors, Inc. 0.12% Reduce -21.0% 3,837 $807K
Whalerock Point Partners, LLC 0.23% Reduce -0.3% 3,837 $807K
Sentry LLC 0.15% Add +0.0% 3,831 $806K
Cooper/Haims Advisors, LLC 0.47% Reduce -5.0% 3,823 $804K
Investment Partners Asset Management, Inc. 0.73% Add +7.9% 3,820 $803K
Balboa Wealth Partners 0.26% Add +1.5% 3,820 $803K
Cadence Bank 0.06% Reduce -21.0% 3,811 $801K
Castle Rock Wealth Management, LLC 0.22% Add +1.8% 4,066 $798K
Three Bridge Wealth Advisors, LLC 0.31% New 3,792 $797K
Sard Wealth Management Group, LLC 0.72% Add +59.8% 3,788 $797K
MidAtlantic Capital Management, Inc. 0.70% No change 3,781 $795K
Libra Wealth LLC 0.35% Reduce -2.7% 3,775 $794K
Capital Investment Advisors, LLC 0.02% Add +10.8% 3,765 $792K
Alerus Financial NA 0.06% Reduce -73.6% 3,761 $791K
Catalyst Financial Partners LLC 0.20% Add +177.1% 4,090 $789K
KCM Investment Advisors LLC 0.03% Add +34.7% 3,747 $788K
Nvest Financial, LLC 0.52% Add +43.2% 3,744 $787K
Evensky & Katz LLC 0.06% Reduce -3.1% 3,717 $782K
Linscomb Wealth, Inc. 0.04% Add +2.6% 3,717 $782K
Evernest Financial Advisors, LLC 0.37% New 4,046 $781K
Wellington Shields Capital Management, LLC 0.15% New 3,710 $780K
Israel Discount Bank of New York 0.97% Reduce -52.5% 3,681 $774K
Delos Wealth Advisors, LLC 0.87% New 3,677 $773K
Friedenthal Financial 0.47% Add +299.0% 3,671 $772K
Wealth Architects, LLC 0.10% Add +0.1% 3,671 $772K
NBW Capital LLC 0.16% Add +183.2% 3,668 $771K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.58% Reduce -56.0% 3,640 $765K
Cynosure Group, LLC 0.14% Reduce -5.8% 3,629 $763K
Hall Kathryn A. 0.18% Reduce -4.3% 3,622 $762K
Bill Few Associates, Inc. 0.31% Reduce -3.8% 3,615 $760K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,892 $760K
Lutz Financial Services LLC 0.07% No change 3,613 $760K
Cassaday & Co Wealth Management LLC 0.02% Add +2.9% 3,612 $760K
Monterey Private Wealth, Inc. 0.30% Add +0.2% 3,612 $760K
Colonial Trust Advisors 0.08% Reduce -0.1% 3,611 $759K
Rockport Wealth LLC 0.50% — 3,611 $755K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% New 3,577 $752K
Andrews, Lucia Wealth Management LLC 0.53% No change 3,570 $751K
Private Management Group Inc. 0.03% Add +1.4% 3,564 $750K
Mma Asset Management LLC 0.35% Reduce -0.6% 3,676 $749K
Townsend Asset Management Corp. /NC/ 0.30% Add +0.2% 3,560 $749K
Ameraudi Asset Management, Inc. 0.35% Reduce -7.3% 3,554 $747K
WealthShield Partners, LLC 0.12% Reduce -33.0% 3,544 $745K
XTX Topco Ltd 0.10% Add +136.1% 3,541 $745K
Abbrea Capital, LLC 0.10% No change 3,533 $743K
Arvest Investments, Inc. 0.12% Reduce -4.8% 3,507 $738K
Angeles Wealth Management, LLC 0.07% No change 3,507 $738K
Toth Financial Advisory Corp. 0.09% Add +15.2% 3,504 $737K
M. Kraus & Co 0.22% No change 3,500 $736K
Advisors Capital Management, LLC 0.01% Add +37.1% 3,498 $736K
Pure Financial Advisors, LLC 0.02% Reduce -3.8% 3,495 $735K
CRA Financial Services, LLC 0.16% Add +20.6% 3,494 $735K
Addison Capital Co 0.36% Add +39.0% 3,489 $734K
Gen-Wealth Partners Inc 0.36% — 3,474 $731K
Viewpoint Capital Management LLC 0.46% Add +22.4% 3,472 $730K
Occidental Asset Management, LLC 0.14% Reduce -6.2% 3,443 $724K
LGT Financial Advisors LLC 0.84% Reduce -0.0% 3,440 $723K
First Nebraska Trust Co 0.07% No change 3,435 $722K
Brown, Lisle/Cummings, Inc. 0.24% Add +114.1% 3,425 $720K
Fort Sheridan Advisors LLC 0.14% Reduce -0.6% 3,423 $720K
Novare Capital Management LLC 0.06% Add +98.4% 3,414 $718K
O'Brien Greene & Co. Inc 0.24% Reduce -0.6% 3,405 $716K
American Investment Services, Inc. 0.13% No change 3,391 $713K
First American Bank 0.05% No change 3,391 $713K
Vawter Financial, Ltd. 0.52% Reduce -8.1% 3,379 $711K
MRP Capital Investments, LLC 0.71% Add +16.4% 3,375 $710K
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -3.0% 3,370 $709K
Wealth Dimensions Group, Ltd. 0.21% No change 3,368 $708K
Meeder Asset Management Inc. 0.04% No change 3,363 $707K
Prairie Wealth Advisors, Inc. 0.33% — 3,357 $706K
Flaharty Asset Management, LLC 0.10% Reduce -4.3% 3,352 $705K
Ategra Capital Management, LLC 0.32% Reduce -16.2% 3,341 $703K
Independent Advisor Alliance 0.03% No change 3,330 $700K
Denver PWM, LLC 0.27% Reduce -7.8% 3,425 $699K
AlphaCore Capital LLC 0.19% No change 3,323 $699K
Heritage Trust Co 0.09% Add +2.7% 3,320 $698K
Investors Research Corp 0.16% Reduce -2.5% 3,320 $698K
Sharp Wealth Advisory, LLC 0.65% Reduce -9.3% 3,310 $696K
ABLE Financial Group, LLC 0.27% Reduce -6.9% 3,307 $695K
Ti-Trust, Inc. 0.51% No change 3,303 $695K
Ballew Advisors, Inc 0.48% No change 3,456 $694K
Seven Mile Advisory 0.53% No change 3,300 $694K
Hoylecohen, LLC 0.05% Add +6.3% 3,293 $693K
High Probability Advisors, LLC 0.13% No change 3,275 $689K
Accel Wealth Management 0.29% Add +8.2% 3,262 $686K
Verus Capital Partners, LLC 0.08% Add +166.8% 3,260 $686K
Stage Harbor Financial, LLC 0.62% No change 3,259 $685K
RDA Financial Network 0.23% Reduce -0.5% 3,256 $685K
Riverbridge Partners LLC 0.01% Reduce -96.5% 3,253 $684K
Tiemann Investment Advisors, LLC 0.30% Add +0.1% 3,242 $682K
Strategic Financial Concepts, LLC 0.16% New 3,241 $682K
Koshinski Asset Management, Inc. 0.07% Add +128.6% 3,235 $680K
Center for Financial Planning, Inc. 0.10% Reduce -6.7% 3,230 $679K
Strategic Advisors LLC 0.13% New 3,226 $678K
Baron Wealth Management LLC 0.36% Reduce -8.8% 3,221 $677K
SeaCrest Wealth Management, LLC 0.08% Reduce -0.1% 3,200 $673K
Finivi Inc. 0.61% Add +3.4% 3,198 $673K
Jordan Park Group LLC 0.04% New 3,196 $672K
RFP Financial Group LLC 0.26% Reduce -0.5% 3,192 $671K
McGuire Investment Group, LLC 0.10% No change 3,185 $670K
Ritter Daniher Financial Advisory LLC / DE 0.22% Reduce -0.4% 3,177 $668K
Donaldson Capital Management, LLC 0.03% Reduce -2.4% 3,170 $667K
SOL Capital Management CO 0.08% Reduce -42.1% 3,167 $666K
Schneider Downs Wealth Management Advisors, LP 0.15% No change 3,156 $664K
Johnson & White Wealth Management, LLC 0.48% Add +15.4% 3,149 $662K
Stablepoint Partners, LLC 0.13% Add +52.4% 3,147 $662K
CM Wealth Advisors LLC 0.19% Add +4.3% 3,227 $661K
AAF Wealth Management, LLC 0.37% Reduce -6.5% 3,143 $661K
Concorde Asset Management, LLC 0.45% Add +0.7% 3,131 $658K
Foster Dykema Cabot & Partners, LLC 0.06% Add +71.5% 3,130 $658K
Vista Capital Partners, Inc. 0.08% No change 3,121 $656K
Pioneer Trust Bank N A 0.18% Add +0.9% 3,113 $655K
Motiv8 Investments LLC 0.51% Add +6.3% 3,110 $654K
Bigelow Investment Advisors, LLC 0.32% Reduce -2.5% 3,105 $653K
Exchange Bank 0.53% No change 3,094 $651K
Tilson Financial Group, Inc. 0.35% No change 3,089 $650K
Stillwater Capital Advisors, LLC 0.10% Add +10.3% 3,088 $649K
Agate Pass Investment Management, LLC 0.35% Reduce -10.2% 3,083 $648K
Acima Private Wealth, LLC 0.24% Reduce -56.4% 3,081 $648K
Chesapeake Asset Management LLC 0.64% Add +18.8% 3,067 $645K
Cascade Financial Partners, LLC 0.09% — 3,241 $644K
Plante Moran Financial Advisors, LLC 0.07% Reduce -2.6% 3,054 $642K
Clayton Financial Group LLC 0.29% New 3,054 $642K
Cherry Tree Wealth Management, LLC 0.16% Reduce -4.1% 3,051 $642K
Goldstein Advisors, LLC 0.11% Add +10.9% 3,051 $642K
Smallwood Wealth Investment Management, LLC 0.50% Reduce -2.0% 3,042 $640K
XR Securities LLC 0.19% New 3,040 $639K
First Heartland Consultants, Inc. 0.07% Reduce -0.2% 3,036 $639K
City Center Advisors, LLC 0.75% — 3,038 $639K
Kovack Advisors, Inc. 0.08% Reduce -41.6% 3,037 $639K
Old Second National Bank of Aurora 0.17% Reduce -17.2% 3,035 $638K
Cultivar Capital, Inc. 0.54% Add +1.4% 3,033 $638K
NWK Group, Inc. 0.30% Reduce -2.5% 3,026 $636K
Blodgett Wealth Advisors, LLC 0.57% No change 3,015 $634K
CGN Advisors LLC 0.08% Add +39.6% 3,015 $634K
Live Oak Private Wealth LLC 0.11% No change 3,012 $633K
Mengis Capital Management, Inc. 0.10% Add +5.8% 3,006 $632K
Fairfield, Bush & Co. 0.37% Reduce -0.8% 3,002 $631K
Round Rock Advisors LLC 0.15% Reduce -13.1% 3,002 $631K
Gilliland Jeter Wealth Management LLC 0.22% No change 3,000 $631K
Certified Advisory Corp 0.09% Add +2.4% 2,991 $629K
Fulcrum Equity Management 0.74% Reduce -7.8% 2,985 $628K
TAGStone Capital, Inc. 0.37% Add +0.2% 2,983 $627K
Empire Financial Management Company, LLC 0.21% Add +58.5% 2,980 $627K
Soltis Investment Advisors LLC 0.07% Add +16.3% 2,977 $626K
Clarkston Capital Partners, LLC 0.01% No change 2,950 $620K
Smith Anglin Financial, LLC 0.06% Add +6.5% 2,944 $619K
Institutional & Family Asset Management, LLC 0.10% Reduce -95.5% 2,943 $619K
Shared Vision Wealth Group LLC 0.38% No change 2,923 $615K
Integrated Investment Consultants, LLC 0.17% Reduce -0.4% 2,922 $614K
Retirement Planning Group, LLC 0.05% Reduce -2.9% 2,921 $614K
Thomasville National Bank 0.05% Add +5.7% 2,918 $614K
Forum Financial Management, LP 0.01% Add +2.8% 2,913 $613K
Narwhal Capital Management 0.06% Reduce -9.9% 2,908 $612K
Signal Advisors Wealth, LLC 0.15% Add +11.9% 2,901 $610K
Marcum Wealth, LLC 0.06% Reduce -31.2% 2,900 $610K
Dynasty Wealth Management, LLC 0.02% — 2,873 $604K
Drexel Morgan & Co. 0.12% No change 2,866 $603K
Dana Investment Advisors, Inc. 0.02% Reduce -32.4% 2,865 $603K
Kellett Wealth Advisors, LLC 0.42% Add +3.3% 2,861 $602K
Fortitude Family Office, LLC 0.40% No change 2,859 $601K
Greenland Capital Management LP 0.10% Reduce -18.4% 2,849 $599K
Capital Asset Advisory Services LLC 0.03% Add +6.4% 2,921 $597K
Bison Wealth, LLC 0.10% Add +2.2% 2,819 $593K
Parcion Private Wealth LLC 0.05% Add +1.3% 2,818 $593K
Tritonpoint Wealth, LLC 0.06% Add +16.7% 3,432 $590K
Insight Advisors, LLC/ PA 0.11% Add +0.9% 2,806 $590K
Geneva Partners, LLC 0.26% Reduce -12.1% 2,790 $587K
JNBA Financial Advisors 0.06% Reduce -1.6% 2,788 $586K
St. Clair Advisors, LLC 0.19% Reduce -39.9% 2,777 $584K
Lake Street Private Wealth, LLC 0.08% Add +24.7% 2,775 $584K
MB Generational Wealth, LLC 0.46% No change 2,765 $581K
Birmingham Capital Management Co. Inc. 0.21% No change 2,755 $579K
McAdam, LLC 0.04% Add +1.6% 2,755 $579K
Urban Financial Advisory Corp 0.36% Reduce -2.3% 2,753 $579K
SouthState Bank Corp 0.05% Reduce -21.8% 2,752 $579K
United Bank 0.07% No change 2,741 $576K
Riverwater Partners LLC 0.42% Add +0.3% 2,741 $576K
Forza Wealth Management, LLC 0.30% No change 2,732 $575K
Sage Mountain Advisors LLC 0.06% Add +11.0% 2,726 $573K
Sonora Investment Management Group, LLC 0.05% Add +28.0% 2,718 $572K
ProVise Management Group, LLC 0.05% Reduce -7.3% 2,709 $570K
Chesley Taft & Associates LLC 0.03% No change 2,707 $569K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% Reduce -0.3% 2,698 $567K
Manhattan West Asset Management, LLC 0.14% New 2,695 $567K
Upper Left Wealth Management, LLC 0.52% Reduce -27.9% 2,679 $563K
Shepherd Financial Partners LLC 0.07% No change 2,679 $563K
Householder Group Estate & Retirement Specialist, LLC 0.17% Reduce -1.2% 2,676 $563K
Cyndeo Wealth Partners, LLC 0.05% Add +0.5% 2,671 $562K
Forte Capital LLC 0.07% Reduce -0.3% 2,667 $561K
Stockman Wealth Management, Inc. 0.10% Add +1.2% 2,654 $558K
Performance Wealth Partners, LLC 0.02% Reduce -39.5% 2,654 $558K
Allegheny Financial Group 0.17% Add +8.2% 2,634 $554K
Philadelphia Trust Co. 0.04% No change 2,618 $551K
SageView Advisory Group, LLC 0.03% Reduce -45.6% 4,393 $551K
Ellevest, Inc. 0.03% No change 2,613 $550K
Lynch & Associates 0.13% No change 2,600 $547K
Winthrop Advisory Group LLC 0.08% Reduce -86.1% 2,594 $546K
Chapin Davis, Inc. 0.20% Add +1.8% 2,592 $545K
Frank, Rimerman Advisors LLC 0.10% No change 2,591 $545K
Formidable Asset Management, LLC 0.09% Reduce -90.3% 2,570 $540K
Facet Wealth, Inc. 0.02% Add +37.1% 2,641 $540K
Goelzer Investment Management, Inc. 0.03% Reduce -5.4% 2,568 $540K
Jaffetilchin Investment Partners, LLC 0.05% Reduce -1.4% 2,566 $540K
Ciovacco Capital Management LLC 0.36% New 2,557 $538K
Pathway Financial Advisors LLC 0.15% No change 2,556 $538K
Quattro Financial Advisors LLC 0.15% New 2,550 $536K
Heritage Investment Group, Inc. 0.07% Reduce -1.8% 2,513 $528K
Bluesphere Advisors LLC 0.29% Add +4.5% 2,504 $526K
SkyView Investment Advisors, LLC 0.10% New 2,500 $526K
East Coast Asset Management, LLC. 0.19% No change 2,501 $526K
Symmetry Peak Management LLC 10.30% New 2,500 $526K
Allstate Corp. 0.04% Reduce -75.0% 2,500 $526K
Corvex Management LP 0.03% New 2,500 $526K
Northwest Bancshares, Inc. 0.08% Reduce -1.7% 2,498 $525K
Raab & Moskowitz Asset Management LLC 0.15% Reduce -6.8% 2,494 $524K
Advus Financial Partners, LLC 0.16% Reduce -3.1% 2,490 $524K
McCarthy & Cox 0.20% — 2,485 $523K
Mascoma Wealth Management LLC 0.15% Reduce -2.0% 2,483 $522K
Cim Investment Management Inc. 0.16% No change 2,482 $522K
Wealthquest Corp 0.06% Add +0.0% 2,459 $517K
NFSG Corp 0.22% Reduce -33.6% 2,443 $514K
Atlas Private Wealth Advisors 0.17% Reduce -51.8% 2,434 $512K
Ullmann Wealth Partners Group, LLC 0.08% Reduce -4.9% 2,428 $511K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -0.5% 2,421 $509K
Plotkin Financial Advisors, LLC 0.34% Reduce -14.9% 2,406 $506K
Quadrant Private Wealth Management, LLC 0.13% Add +15.9% 2,401 $505K
Madison Wealth Partners, Inc 0.18% No change 2,398 $504K
Smith Shellnut Wilson LLC 0.27% Add +2.2% 2,390 $503K
FSM Wealth Advisors, LLC 0.18% Add +71.3% 2,390 $503K
Bar Harbor Wealth Management 0.03% Reduce -7.7% 2,386 $502K
Leo Wealth, LLC 0.05% Add +0.5% 2,387 $502K
Van Leeuwen & Company, LLC 0.25% Add +23.9% 2,383 $501K
CNB Bank 0.24% Reduce -1.1% 2,383 $501K
Financial Partners Group, Inc 0.08% Add +1.2% 2,373 $499K
Financial Management Network Inc. 0.12% Add +0.2% 2,424 $494K
Stelac Advisory Services LLC 0.23% Add +11.7% 2,345 $493K
Maripau Wealth Management LLC 0.37% Add +4.5% 2,338 $492K
LaSalle St. Investment Advisors, LLC 0.28% No change 2,448 $491K
Gsa Capital Partners LLP 0.04% New 2,330 $490K
TFG Advisers LLC 0.19% Reduce -0.9% 2,329 $490K
Transform Wealth, LLC 0.05% Add +2.2% 2,327 $489K
Xponance LLC 0.01% Reduce -33.0% 2,320 $488K
Plancorp, LLC 0.02% Add +0.2% 2,318 $487K
Thompson Davis & Co., Inc. 0.33% Add +16.3% 2,312 $486K
Berkeley Capital Partners, LLC 0.15% Reduce -7.0% 2,308 $485K
Sage Financial Group Inc. 0.04% Reduce -1.5% 2,303 $484K
StoneCrest Wealth Management, Inc. 0.42% No change 2,302 $484K
McDonald Partners LLC 0.13% Add +4.6% 2,299 $483K
Stone Summit Wealth LLC 0.17% No change 2,298 $483K
Bank Hapoalim BM 0.06% Reduce -77.0% 2,289 $481K
KRS Capital Management, LLC 0.39% Add +21.6% 2,276 $479K
Jackson Square Capital, LLC 0.12% Add +2.9% 2,273 $478K
Pallas Capital Advisors LLC 0.02% Reduce -6.5% 2,268 $477K
Strategic Blueprint, LLC 0.03% Add +0.9% 2,264 $476K
SFG Wealth Management, LLC. 0.28% Reduce -8.3% 2,261 $476K
Conservest Capital Advisors, Inc. 0.05% Reduce -43.6% 2,258 $475K
Cambridge Trust Co. 0.02% Add +14.4% 2,258 $475K
V2 Financial group LLC 0.32% Add +0.0% 2,258 $475K
Ironwood Investment Counsel, LLC 0.08% Add +9.3% 2,255 $474K
Octavia Wealth Advisors, LLC 0.07% Reduce -3.4% 2,254 $474K
Flagship Harbor Advisors, LLC 0.03% Add +5.0% 2,249 $473K
RPG Investment Advisory, LLC 0.07% Add +36.6% 2,246 $472K
Northwest Financial Advisors 0.52% Reduce -2.1% 2,236 $470K
Meridian Investment Counsel Inc. 0.16% Add +55.8% 2,232 $469K
Summit Investment Advisory Services, LLC 0.28% Add +5.3% 2,229 $469K
Penney Financial, LLC 0.35% No change 2,228 $469K
GAMMA Investing LLC 0.10% Add +62.9% 2,222 $467K
Waypoint Capital Advisors, LLC 0.12% No change 2,205 $464K
Concord Wealth Partners 0.08% Add +5.9% 2,205 $464K
Ellis Investment Partners, LLC 0.10% Add +14.3% 2,203 $463K
West Paces Advisors Inc. 0.12% No change 2,197 $462K
Fiduciary Alliance LLC 0.08% Reduce -0.3% 2,205 $459K
Parsons Capital Management Inc. 0.03% Add +2.4% 2,184 $459K
Capula Management Ltd 0.02% Add +21.6% 2,175 $457K
Tempus Wealth Planning, LLC 0.20% Add +7.8% 2,172 $457K
Victory Financial Group, LLC 0.27% Reduce -28.2% 2,168 $456K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -20.3% 2,165 $455K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -27.7% 2,162 $455K
Noble Family Wealth, LLC 0.13% No change 2,160 $454K
First City Capital Management, Inc. 0.25% Reduce -5.9% 2,153 $453K
Omega Financial Group, LLC 0.19% Reduce -2.3% 2,151 $452K
Clifford Swan Investment Counsel LLC 0.02% Reduce -10.4% 2,151 $452K
Financial Perspectives, Inc 0.17% Add +7.4% 2,150 $452K
Stegner Investment Associates Inc. 0.33% Reduce -18.4% 2,149 $452K
Austin Private Wealth, LLC 0.05% Add +69.6% 2,191 $451K
Biltmore Family Office, LLC 0.09% No change 2,135 $449K
Meridian Management Co. 0.12% No change 2,128 $448K
PGIM Custom Harvest LLC 0.01% Add +79.3% 2,118 $445K
Wellington Wealth Strategies, LLC. 0.21% New 2,117 $445K
Trilogy Capital Inc. 0.03% Reduce -6.5% 2,115 $445K
Abacus Wealth Partners, LLC 0.07% Add +11.5% 2,108 $443K
Trillium Asset Management, LLC 0.01% No change 2,106 $443K
Forum Private Client Group LLC 0.21% Reduce -8.9% 2,100 $442K
Integris Wealth Management, LLC 0.12% No change 2,100 $442K
Waterloo Capital, L.P. 0.06% Reduce -41.1% 2,100 $442K
Fourpath Capital Management, LLC 0.31% No change 2,099 $441K
Palo Alto Wealth Advisors, LLC 0.31% Add +0.2% 2,083 $438K
Kohmann Bosshard Financial Services, LLC 0.06% Add +5.7% 2,083 $438K
Infrastructure Capital Advisors, LLC 0.07% New 2,079 $437K
Private Capital Management, LLC 0.05% No change 2,077 $437K
IAG Wealth Partners, LLC 0.09% Add +0.7% 2,069 $435K
Everhart Financial Group, Inc. 0.13% Add +90.9% 2,069 $435K
Vickerman Investment Advisors, Inc. 0.14% Reduce -1.0% 2,067 $435K
Destiny Wealth Partners, LLC 0.08% Reduce -34.5% 2,061 $433K
Financial Insights, Inc. 0.12% Reduce -2.4% 2,059 $433K
Market Street Wealth Management Advisors LLC 0.08% No change 2,053 $432K
Tran Capital Management, L.P. 0.05% New 2,050 $431K
Beaton Management Co. Inc. 0.23% Add +6.5% 2,050 $431K
Integral Investment Advisors, Inc. 0.18% New 2,047 $429K
Calton & Associates, Inc. 0.21% Add +7.2% 2,026 $426K
Vista Investment Management 0.17% No change 2,026 $426K
Arq Wealth Advisors, LLC 0.18% Add +95.9% 2,022 $425K
Baker Avenue Asset Management, LP 0.02% Reduce -5.4% 2,014 $424K
Byrne Asset Management LLC 0.34% Reduce -1.1% 2,012 $423K
Keb Asset Management, LLC 0.14% No change 2,011 $423K
Mayfair Advisory Group, LLC 0.31% Add +62.9% 2,002 $421K
Meritage Portfolio Management 0.03% Reduce -55.9% 1,996 $420K
Capital Market Strategies LLC 0.32% Add +39.3% 1,996 $420K
Concentric Wealth Management, LLC 0.11% Reduce -1.3% 1,993 $419K
Rice Partnership, LLC 0.10% Reduce -1.3% 1,990 $418K
CW Advisors, LLC 0.01% Reduce -21.3% 1,989 $418K
Warner Financial, Inc. 0.21% New 1,986 $418K
Breakwater Capital Group 0.10% Add +7.0% 1,986 $418K
Avalon Trust Co 0.03% No change 1,981 $417K
Main Street Financial Solutions, LLC 0.04% Reduce -3.8% 1,981 $417K
Brown Financial Advisory 0.32% No change 1,980 $416K
Hummer Financial Advisory Services Inc 0.34% No change 1,975 $415K
Lunt Capital Management, Inc. 0.21% Reduce -4.8% 1,970 $414K
Latitude Advisors, LLC 0.26% Reduce -4.7% 1,967 $414K
Cahaba Wealth Management, Inc. 0.04% Reduce -0.1% 1,964 $413K
Pitcairn Co. 0.03% Reduce -60.4% 1,961 $412K
Up Strategic Wealth Investment Advisors LLC 0.67% No change 1,960 $412K
High Net Worth Advisory Group LLC 0.13% No change 1,953 $411K
Nilsine Partners, LLC 0.06% Reduce -0.2% 1,951 $410K
WESPAC Advisors, LLC 0.24% New 1,950 $410K
Flower City Capital 0.27% Reduce -3.5% 1,945 $409K
Wagner Wealth Management, LLC 0.12% Add +28.6% 1,943 $409K
Zullo Investment Group, Inc. 0.19% Add +54.5% 1,942 $408K
Earned Wealth Advisors, LLC 0.16% Add +0.1% 1,941 $408K
Staley Capital Advisers Inc. 0.02% Reduce -7.8% 1,941 $408K
Meadow Creek Wealth Advisors LLC 0.28% New 1,938 $408K
Private Capital Management LLC 0.09% Add +37.2% 1,936 $407K
Nicholas Wealth, LLC. 0.31% Reduce -6.3% 1,932 $406K
Gateway Wealth Partners, LLC 0.15% New 1,932 $406K
Strategic Financial Services, Inc. 0.03% Reduce -5.4% 1,930 $406K
McElhenny Sheffield Capital Management, LLC 0.14% Reduce -8.3% 1,924 $405K
Fuller & Thaler Asset Management, Inc. 0.00% Reduce -92.4% 1,922 $404K
Eagle Strategies LLC 0.09% New 1,920 $404K
Fairview Capital Investment Management, LLC 0.02% Reduce -4.3% 1,913 $402K
Harrington Investments, INC 0.23% No change 1,910 $402K
Fiduciary Group, LLC 0.04% Add +0.1% 1,910 $402K
Guidance Point Advisors, LLC 0.14% Add +0.2% 1,903 $401K
ELCO Management Co., LLC 0.24% Add +46.0% 1,905 $401K
Polymer Capital Management (HK) LTD 0.10% Reduce -62.8% 1,900 $400K
Hohimer Wealth Management, LLC 0.09% No change 1,900 $400K
DORCHESTER WEALTH MANAGEMENT Co 0.07% Add +76.7% 1,900 $400K
Avestar Capital, LLC 0.05% New 1,900 $400K
WorthPointe, LLC 0.20% Reduce -22.7% 1,899 $399K
Alpha Cubed Investments, LLC 0.02% New 1,898 $399K
World Investment Advisors 0.06% Reduce -75.5% 1,898 $399K
Zacks Investment Management 0.00% Reduce -90.2% 1,895 $398K
First Bank & Trust 0.08% New 1,893 $398K
Uptick Partners, LLC 0.30% Reduce -10.1% 1,891 $398K
SkyOak Wealth, LLC 0.10% Add +6.4% 1,891 $398K
Register Financial Advisors LLC 0.21% Add +82.1% 1,890 $397K
Rise Advisors, LLC 0.21% Add +0.5% 1,884 $396K
Asset Allocation & Management Company, LLC 0.26% Add +5.6% 1,876 $395K
Bangor Savings Bank 0.04% Reduce -0.8% 1,869 $393K
D. Scott Neal, Inc. 0.26% No change 1,860 $391K
Roundview Capital LLC 0.03% Reduce -1.1% 1,860 $391K
Heritage Financial Services, LLC 0.06% Reduce -26.7% 1,860 $391K
Trust Co. of Oklahoma 0.14% No change 1,850 $389K
Northeast Investment Management 0.02% Add +9.3% 1,847 $388K
Schrum Private Wealth Management LLC 0.35% New 1,845 $388K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 1,843 $388K
Spotlight Asset Group, Inc. 0.28% No change 1,842 $387K
Afg Fiduciary Services Limited Partnership 0.29% Reduce -16.7% 1,876 $387K
Members Advisory Group LLC 0.22% New 1,834 $386K
Gerber, LLC 0.32% No change 1,834 $386K
Relative Value Partners Group, LLC 0.02% No change 1,995 $385K
Balentine LLC 0.01% Add +29.9% 1,828 $384K
Redmont Wealth Advisors LLC 0.53% Reduce -40.8% 1,824 $384K
Wealthspire Retirement, LLC 0.03% Add +4.4% 1,807 $380K
Prosperity Planning, Inc. 0.18% Add +1.3% 1,802 $379K
Founders Financial Securities LLC 0.04% Reduce -66.2% 1,801 $379K
Defender Capital, LLC. 0.13% No change 1,800 $379K
Bordeaux Wealth Advisors LLC 0.13% Reduce -70.1% 1,798 $378K
SignalPoint Asset Management, LLC 0.10% Add +0.9% 1,797 $378K
Flagship Private Wealth, LLC 0.24% Reduce -26.1% 1,795 $377K
Successful Portfolios LLC 0.26% Reduce -12.4% 1,791 $377K
Madden Advisory Services, Inc. 0.20% Reduce -0.6% 1,781 $375K
Patriot Financial Group Insurance Agency, LLC 0.06% Add +52.9% 1,780 $374K
Signet Financial Management, LLC 0.05% Reduce -16.4% 1,775 $373K
Amplius Wealth Advisors, LLC 0.04% No change 1,775 $373K
BOS Asset Management, LLC 0.20% Add +15.9% 1,768 $372K
Magnus Financial Group LLC 0.04% Add +6.1% 1,764 $371K
Sage Capital Management, LLC 0.20% Add +0.1% 1,763 $371K
Tidal Investments LLC 0.01% Reduce -96.3% 1,762 $371K
Encompass Wealth Advisors, LLC 0.10% Reduce -0.6% 1,758 $370K
Providence Capital Advisors, LLC 0.08% No change 1,753 $369K
360 Financial, Inc. 0.14% New 1,746 $367K
Chilton Capital Management LLC 0.02% Reduce -7.5% 1,744 $367K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -69.3% 1,744 $367K
Bank of Hawaii 0.02% New 1,740 $366K
Sovereign Financial Group, Inc. 0.10% Reduce -50.9% 1,738 $366K
Professional Advisory Services Inc. 0.05% No change 1,735 $365K
Argus Investors' Counsel, Inc. 0.22% Reduce -9.6% 1,726 $363K
Advocate Group LLC 0.07% No change 1,716 $361K
Quent Capital, LLC 0.04% No change 1,706 $359K
Howland Capital Management LLC 0.02% Reduce -5.5% 1,706 $359K
Gables Capital Management Inc. 0.20% Add +29.2% 1,700 $358K
Saiph Capital, LLC 0.17% Reduce -0.3% 1,697 $357K
Cypress Financial Planning LLC 0.16% Add +49.6% 1,696 $357K
Canal Capital Management, LLC 0.06% Add +2.9% 1,692 $356K
Trust Co. of Vermont 0.02% Add +33.2% 1,690 $355K
Samalin Investment Counsel, LLC 0.17% Add +32.5% 1,689 $355K
Excalibur Management Corp. 0.15% Add +22.3% 1,687 $355K
Atlantic Union Bankshares Corp 0.03% No change 1,685 $354K
Rockbridge Investment Management, LCC 0.05% Add +0.6% 1,683 $354K
Peoples Bank 0.27% Reduce -22.8% 1,669 $351K
Kolinsky Wealth Management, LLC 0.27% Reduce -3.8% 1,665 $350K
Pflug Koory, LLC 0.03% No change 1,665 $350K
Atlantic Edge Private Wealth Management, LLC 0.12% No change 1,662 $350K
Aurora Private Wealth, Inc. 0.30% Reduce -1.8% 1,673 $349K
Retirement Income Solutions, Inc. 0.08% Add +9.9% 1,658 $349K
DB Fitzpatrick & Co, Inc 0.32% Reduce -7.2% 1,652 $347K
LexAurum Advisors, LLC 0.09% Add +1.2% 1,648 $347K
Retirement Planning Co of New England, Inc. 0.19% Add +1.2% 1,645 $346K
Logan Capital Management Inc. 0.01% No change 1,640 $345K
Napatree Capital LLC 0.33% Reduce -1.3% 1,759 $345K
Independent Wealth Network Inc. 0.16% Add +39.3% 1,638 $344K
Horizon Investments, LLC 0.01% Reduce -29.7% 1,637 $344K
Wunderlich Capital Managemnt 0.16% Reduce -13.9% 1,635 $344K
Ledyard National Bank 0.03% Reduce -2.3% 1,634 $344K
True Vision MN LLC 0.24% Reduce -20.1% 1,727 $343K
S.A. Mason LLC 0.21% No change 1,625 $342K
Howard Financial Services, LTD. 0.06% Reduce -8.8% 1,615 $340K
Significant Wealth Partners LLC 0.22% Add +0.3% 1,613 $339K
My Legacy Advisors, LLC 0.11% Reduce -33.2% 1,609 $338K
Wescott Financial Advisory Group, LLC 0.04% Reduce -7.8% 1,609 $338K
Xcel Wealth Management, LLC 0.11% New 1,608 $338K
Nicollet Investment Management, Inc. 0.12% Add +0.3% 1,599 $336K
Clare Market Investments LLC 0.10% Reduce -11.7% 1,596 $336K
Rovin Capital /Ut/ 0.14% Reduce -1.5% 1,595 $335K
Executive Wealth Management, LLC 0.03% New 1,607 $335K
Tenon Financial LLC 0.28% — 1,591 $335K
Richardson Financial Services Inc. 0.23% Add +221.8% 1,577 $332K
McCollum Christoferson Group LLC 0.10% Add +0.3% 1,575 $331K
American National Bank & Trust Co. 0.08% — 1,574 $331K
KilterHowling LLC 0.23% No change 1,571 $330K
Strata Wealth Advisors, LLC 0.12% Add +11.8% 1,570 $330K
Kades & Cheifetz LLC 0.21% Add +6.2% 1,569 $330K
Mine & Arao Wealth Creation & Management, LLC. 0.16% Reduce -1.3% 1,564 $329K
Horrell Capital Management, Inc. 0.09% Add +17.3% 1,558 $328K
Gainplan LLC 0.16% Reduce -99.3% 1,555 $327K
Pettinga Financial Advisors LLC 0.08% Reduce -18.4% 1,550 $326K
Rockwood Wealth Management, LLC 0.04% No change 1,540 $324K
Colonial Trust Co / SC 0.06% Reduce -5.1% 1,539 $324K
ForthRight Wealth Management, LLC 0.12% Reduce -5.0% 1,534 $323K
Armor Investment Advisors, LLC 0.15% Add +1.3% 1,529 $322K
Tennessee Valley Asset Management Partners 0.08% Reduce -65.5% 1,523 $320K
Beacon Financial Group 0.04% New 1,523 $320K
Paragon Financial Partners, Inc. 0.26% No change 1,523 $320K
Mystic Asset Management, Inc. 0.13% Add +38.2% 1,519 $319K
Annex Advisory Services, LLC 0.01% Reduce -0.1% 1,516 $319K
Elevatus Welath Management 0.13% No change 1,508 $317K
Truepoint, Inc. 0.01% Reduce -1.4% 1,506 $317K
Buffington Mohr McNeal 0.06% Reduce -9.3% 1,505 $317K
Breakwater Investment Management 0.15% — 1,504 $316K
Ritholtz Wealth Management 0.01% New 1,503 $316K
Insight Wealth Strategies, LLC 0.05% New 1,502 $316K
Stokes Family Office, LLC 0.04% No change 1,500 $315K
Graham Capital Management, L.P. 0.02% Reduce -94.2% 1,500 $315K
Marshall Financial Group, LLC 0.09% No change 1,499 $315K
Roanoke Asset Management Corp./ NY 0.10% New 1,495 $314K
TCI Wealth Advisors, Inc. 0.03% Reduce -5.9% 1,491 $314K
FC Advisory LLC 0.12% Add +0.1% 1,486 $312K
Fortitude Advisory Group L.L.C. 0.18% Reduce -0.1% 1,480 $311K
James J. Burns & Company, LLC 0.11% Reduce -38.0% 1,519 $311K
Ransom Advisory, Ltd 0.16% — 1,470 $309K
OneAscent Financial Services LLC 0.03% Reduce -0.9% 1,469 $309K
Flagstone Financial Management 0.12% No change 1,465 $308K
Consolidated Portfolio Review Corp 0.08% Reduce -9.3% 1,459 $307K
Everett Harris & Co. 0.00% Add +31.7% 1,454 $306K
Adirondack Trust Co. 0.13% No change 1,448 $305K
Advance Capital Management, Inc. 0.02% Reduce -3.7% 1,446 $304K
Glassman Wealth Services 0.06% Add +0.3% 1,442 $303K
TD Asset Management Inc 0.00% No change 1,437 $302K
Investmark Advisory Group LLC 0.17% Add +0.1% 1,435 $302K
Sax Wealth Advisors, LLC 0.04% Add +1.2% 1,434 $302K
Cary Street Partners Asset Management LLC 0.05% New 1,433 $301K
Sapient Capital LLC 0.01% Reduce -1.1% 1,428 $300K
Insight 2811, Inc. 0.15% Reduce -1.5% 1,422 $299K
Valley Forge Investment Consultants Inc. Adv 0.12% Reduce -0.4% 1,421 $299K
KWB Wealth 0.04% Add +12.9% 1,420 $299K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Add +0.1% 1,473 $298K
Pinion Investment Advisors, LLC 0.15% Add +1.3% 1,416 $298K
REDW Wealth LLC 0.08% No change 1,416 $298K
ARS Wealth Advisors Group, LLC 0.04% Add +2.2% 1,416 $298K
Trueblood Wealth Management, LLC 0.17% No change 1,414 $297K
AllSquare Wealth Management LLC 0.17% Add +211.9% 1,413 $297K
RE Dickinson Investment Advisors, LLC 0.19% Reduce -88.1% 1,411 $297K
New England Professional Planning Group Inc. 0.15% Add +0.1% 1,409 $296K
Dohj, LLC 0.08% No change 1,400 $294K
United Asset Strategies, Inc. 0.03% Reduce -71.8% 1,400 $294K
Front Street Capital Management, Inc. 0.06% No change 1,397 $294K
Frisch Financial Group, Inc. 0.10% Reduce -20.9% 1,382 $291K
Windsor Advisory Group, LLC 0.82% No change 1,382 $291K
Bell Bank 0.02% Add +36.4% 1,379 $290K
Collaborative Wealth Managment Inc. 0.15% Add +3.1% 1,378 $290K
EPG Wealth Management LLC 0.07% Add +0.2% 1,378 $290K
TCP Asset Management, LLC 0.08% Add +25.2% 1,373 $289K
Strategies Wealth Advisors, LLC 0.04% Add +11.4% 1,369 $288K
Versant Capital Management, Inc 0.08% Add +85.5% 1,365 $287K
180 Wealth Advisors, LLC 0.05% New 1,365 $287K
City State Bank 0.13% Add +1.5% 1,367 $287K
Interactive Financial Advisors, Inc. 0.16% Reduce -91.2% 1,359 $286K
Shelton Capital Management 0.01% Reduce -3.7% 1,359 $286K
Romano Brothers and Company 0.04% No change 1,358 $286K
Pps&v Asset Management Consultants, Inc. 0.21% No change 1,350 $284K
Dupree Financial Group, LLC 0.13% Reduce -2.0% 1,346 $283K
FLC Capital Advisors 0.07% No change 1,345 $283K
Asio Capital, LLC 0.06% No change 1,343 $282K
49 Wealth Management, LLC 0.06% Reduce -9.7% 1,355 $282K
Paragon Capital Management Inc. 0.21% Reduce -72.8% 1,339 $282K
Lion Street Advisors, LLC 0.11% No change 1,401 $281K
Levy Wealth Management Group, LLC 0.08% No change 1,397 $280K
Gemmer Asset Management LLC 0.03% Reduce -4.5% 1,332 $280K
Orgel Wealth Management, LLC 0.01% No change 1,331 $280K
Dearborn Partners LLC 0.01% Add +19.4% 1,329 $279K
BCGM Wealth Management, LLC 0.10% Reduce -30.4% 1,326 $279K
Avid Wealth Partners LLC 0.22% Reduce -97.0% 1,324 $278K
EPIQ Capital Group, LLC 0.11% Add +0.2% 1,323 $278K
International Private Wealth Advisors LLC 0.54% Reduce -2.7% 1,323 $278K
True North Advisors, LLC 0.08% Add +17.1% 1,319 $277K
Journey Advisory Group, LLC 0.03% No change 1,317 $277K
Global Wealth Management Investment Advisory, Inc. 0.07% Add +4.0% 1,316 $277K
Mitchell McLeod Pugh & Williams Inc. 0.07% Add +0.1% 1,314 $276K
SP Asset Management LLC 0.03% Add +0.2% 1,314 $276K
Kennicott Capital Management LLC 0.12% No change 1,312 $276K
Community Bank of Raymore 0.13% No change 1,309 $275K
Strait & Sound Wealth Management LLC 0.15% No change 1,360 $275K
Castle Wealth Management LLC 0.14% Reduce -10.1% 1,305 $274K
Valley Wealth Managers, Inc. 0.02% Add +10.7% 1,303 $274K
Hayek Kallen Investment Management 0.10% No change 1,305 $274K
Coastwise Capital Group, LLC 0.26% Add +2.1% 1,297 $273K
JGP Wealth Management, LLC 0.04% No change 1,295 $272K
Grant Street Asset Management, Inc. 0.09% No change 1,294 $272K
RIA Advisory Group LLC 0.11% Reduce -97.8% 1,291 $271K
Baldwin Wealth Partners LLC 0.02% Reduce -32.2% 1,290 $271K
Picton Mahoney Asset Management 0.01% Reduce -7.9% 1,290 $271K
Macroview Investment Management LLC 0.30% Add +64.8% 1,289 $271K
Navis Wealth Advisors, LLC 0.32% Add +6.2% 1,285 $270K
Marks Group Wealth Management, Inc 0.03% Add +0.2% 1,282 $270K
Patten Group, Inc. 0.07% Reduce -9.3% 1,281 $269K
Catalina Capital Group, LLC 0.12% Reduce -32.6% 1,280 $269K
AlphaMark Advisors, LLC 0.09% Add +0.1% 1,280 $269K
Newman Dignan & Sheerar, Inc. 0.07% No change 1,275 $268K
Kaizen Financial Strategies 0.18% Add +0.1% 1,272 $268K
Acorn Wealth Advisors, LLC 0.14% Add +0.2% 1,268 $267K
Burford Brothers, Inc. 0.17% Reduce -20.4% 1,267 $266K
Schnieders Capital Management LLC 0.06% No change 1,267 $266K
Inlet Private Wealth, LLC 0.07% No change 1,260 $265K
Horan Capital Advisors, LLC. 0.09% No change 1,257 $264K
Icon Wealth Advisors, LLC 0.02% Add +79.1% 1,254 $264K
Empirical Asset Management, LLC 0.13% New 60,567 $263K
Capital Planning Advisors, LLC 0.05% No change 1,250 $263K
Lincoln Capital LLC 0.06% No change 1,246 $262K
Zuckerman Investment Group, LLC 0.03% Add +0.8% 1,245 $262K
Cypress Wealth Services, LLC 0.06% New 1,243 $261K
SWP Financial LLC 0.18% Reduce -34.6% 1,240 $261K
Alpine Global Management, LLC 0.06% New 1,232 $259K
Fairman Group, LLC 0.24% Add +2.1% 1,228 $258K
PrairieView Partners, LLC 0.03% No change 1,224 $258K
Van Strum & Towne Inc. 0.09% No change 1,225 $258K
TrinityPoint Wealth, LLC 0.04% Reduce -8.1% 1,225 $258K
Sprinkle Financial Consultants LLC 0.22% Add +0.2% 1,223 $257K
Intergy Private Wealth, LLC 0.11% No change 1,223 $257K
Access Financial Services, Inc. 0.11% New 1,220 $257K
Miramar Capital, LLC 0.06% Reduce -13.2% 1,250 $256K
GeoWealth Management, LLC 0.01% Add +15.7% 1,214 $255K
Burns Matteson Capital Management, LLC 0.17% Reduce -88.4% 1,214 $255K
Running Point Capital Advisors, LLC 0.11% Reduce -6.0% 1,213 $255K
Cliffwater LLC 0.07% Reduce -29.8% 1,213 $255K
Madison Asset Management, LLC 0.00% Add +19.4% 1,211 $255K
Rosenberg Matthew Hamilton 0.07% No change 1,215 $253K
Elk River Wealth Management LLC 0.05% Reduce -92.1% 1,202 $253K
Monte Financial Group, LLC 0.11% No change 1,201 $253K
Beaumont Financial Advisors, LLC 0.02% No change 1,200 $252K
Lee Financial Co 0.04% No change 1,200 $252K
Prosperity Financial Group, Inc. 0.16% Add +2.6% 1,196 $252K
Principle Wealth Partners LLC 0.02% No change 1,194 $251K
Wealthstar Advisors, LLC 0.09% Add +3.2% 1,188 $250K
Wealth Advisors of Tampa Bay, LLC 0.12% Reduce -1.7% 1,187 $250K
First Manhattan Co. Llc. 0.00% No change 1,184 $249K
Renasant Bank 0.18% Add +4.3% 1,183 $249K
Beacon Bank & Trust 0.06% Reduce -14.0% 1,182 $249K
Cassady Schiller Wealth Management, LLC 0.11% Add +3.0% 1,179 $248K
Voisard Asset Management Group, Inc. 0.14% No change 1,176 $247K
Onyx Bridge Wealth Group LLC 0.04% Reduce -25.3% 1,242 $246K
Wolff Wiese Magana LLC 0.21% No change 1,171 $246K
Quarry Hill Advisors, LLC 0.18% No change 1,160 $244K
Traynor Capital Management, Inc. 0.02% Add +2.4% 1,159 $244K
LifePro Asset Management 0.16% New 1,159 $244K
Stevard, LLC 0.22% No change 1,158 $244K
Von Berge Wealth Management Group, LLC 0.16% No change 1,153 $242K
Baron Silver Stevens Financial Advisors, LLC 0.05% No change 1,151 $242K
Alpha Omega Wealth Management LLC 0.04% Reduce -4.2% 1,150 $242K
Oakworth Capital, Inc. 0.02% No change 1,146 $241K
Birchbrook, Inc. 0.14% Reduce -4.9% 1,145 $241K
Galvin, Gaustad & Stein, LLC 0.02% New 1,145 $241K
TNF LLC 0.10% No change 1,216 $240K
Midwest Financial Group LLC 0.16% Reduce -87.5% 1,135 $239K
One Charles Private Wealth Services, LLC 0.10% No change 1,136 $239K
Alpha Financial Partners LLC 0.22% Reduce -0.3% 1,134 $239K
Roffman Miller Associates Inc. 0.02% Reduce -2.5% 1,134 $238K
Eastern Bank 0.01% Reduce -28.0% 1,130 $238K
FSA Wealth Management LLC 0.10% Add +3.7% 1,128 $237K
Seelaus Asset Management LLC 0.24% Reduce -17.8% 1,126 $237K
Vertex Planning Partners, LLC 0.07% Reduce -1.8% 1,125 $237K
Capital Insight Partners, LLC 0.04% No change 1,125 $237K
Milestone Asset Management, LLC 0.07% Reduce -8.4% 1,121 $236K
Talisman Wealth Advisors LLC 0.30% No change 1,119 $235K
Wealthcare Capital Management LLC 0.03% Reduce -27.1% 1,113 $234K
Cabot Wealth Management Inc. 0.03% No change 1,111 $234K
Cortland Associates Inc. 0.03% Add +5.2% 1,110 $233K
Northern Financial Advisors Inc 0.18% Reduce -11.9% 1,101 $232K
Jag Capital Management, LLC 0.03% Add +8.0% 1,094 $230K
Clal Insurance Enterprises Holdings Ltd 0.00% Reduce -99.7% 1,092 $230K
Wallace Advisory Group, LLC 0.17% No change 1,144 $230K
Core Wealth Partners LLC 0.17% Add +0.2% 1,092 $230K
Aveo Capital Partners, LLC 0.03% Reduce -95.3% 1,136 $229K
Guardian Asset Advisors, LLC 0.19% Reduce -13.8% 1,083 $228K
L. Roy Papp & Associates, LLP 0.03% New 1,081 $227K
Continuum Wealth Advisors, LLC 0.13% No change 1,078 $227K
Gallacher Capital Management LLC 0.12% New 1,077 $227K
Howe & Rusling Inc. 0.02% Reduce -86.0% 1,074 $226K
Integrity Wealth Solutions LLC 0.15% New 1,071 $225K
Main Management LLC 0.02% No change 1,069 $225K
Cladis Investment Advisory, LLC 0.16% No change 1,067 $224K
Axiom Advisory, LLC 0.16% Add +0.3% 1,066 $224K
Cambridge Financial Group, LLC 0.11% No change 1,059 $223K
CPC Advisors, LLC 0.04% Reduce -1.4% 1,057 $222K
SJS Investment Consulting Inc. 0.04% No change 1,054 $222K
GR Financial Group, LLC 0.05% Reduce -52.4% 1,053 $222K
Maltin Wealth Management, Inc. 0.12% Add +1.6% 1,051 $221K
Florida Financial Advisors, LLC 0.16% New 1,051 $221K
CVA Family Office, LLC 0.04% No change 1,050 $221K
Steward Partners Investment Solutions, LLC 0.04% New 1,049 $221K
Lauterbach Financial Advisors, LLC 0.14% No change 1,046 $220K
Imprint Wealth LLC 0.05% New 1,048 $218K
Eagle Wealth Strategies LLC 0.18% Add +0.3% 1,047 $218K
Pictet North America Advisors SA 0.02% No change 1,036 $218K
Wealth Group Ltd 0.07% Add +1.5% 1,064 $217K
Bath Savings Trust Co 0.02% Reduce -8.9% 1,027 $216K
Columbia Bank 0.09% — 1,027 $216K
Shulman DeMeo Asset Management LLC 0.06% Reduce -3.0% 1,026 $216K
Beacon Capital Management, LLC 0.04% Reduce -26.7% 1,022 $215K
WealthBridge Investment Counsel Inc. 0.08% New 1,022 $215K
Main Line Retirement Advisors, LLC 0.17% Add +0.3% 1,014 $213K
First Financial Bankshares Inc 0.00% No change 1,013 $213K
Costello Asset Management, INC 0.15% Add +50350.0% 1,009 $212K
Greenfield Savings Bank 0.11% Reduce -5.6% 1,009 $212K
Berger Financial Group, Inc 0.02% New 1,003 $211K
Tenret Co LLC 0.15% No change 1,000 $210K
Commonwealth Retirement Investments LLC 0.10% New 1,000 $210K
1776 Wealth LLC 0.10% No change 1,000 $210K
Buckhead Capital Management LLC 0.07% No change 1,000 $210K
PBMares Wealth Management LLC 0.05% No change 1,000 $210K
Keudell/Morrison Wealth Management 0.06% Reduce -7.0% 999 $210K
Opes Wealth Management LLC 0.05% New 998 $210K
Jamison Private Wealth Management, Inc. 0.04% Add +1775.5% 994 $209K
GW Henssler & Associates Ltd. 0.01% New 991 $208K
First Community Trust NA 0.20% No change 991 $208K
BNC Wealth Management, LLC 0.09% Reduce -14.2% 989 $208K
Checchi Capital Advisers, LLC 0.02% Reduce -6.3% 989 $208K
Main Street Group, LTD 0.10% No change 997 $208K
Sandhill Capital Partners LLC 0.02% New 986 $207K
Nelson Capital Management, LLC 0.04% New 985 $207K
Girard Partners LTD. 0.02% New 985 $207K
McNamara Financial Services, Inc. 0.04% Reduce -1.9% 983 $207K
Harbour Trust & Investment Management Co 0.03% New 983 $207K
Strategic Investment Advisors / MI 0.03% Reduce -5.0% 982 $207K
Copperwynd Financial, LLC 0.07% New 980 $206K
Exchange Capital Management, Inc. 0.03% New 979 $206K
Summit Global Investments 0.02% Reduce -24.7% 975 $205K
Shilanski & Associates, Inc. 0.07% New 974 $205K
Kornitzer Capital Management Inc. 0.00% New 974 $205K
Crown Wealth Group, LLC 0.11% New 970 $204K
Steigerwald, Gordon & Koch Inc. 0.03% New 964 $203K
Harbor Group, Inc. 0.05% New 962 $202K
Chartwell Investment Partners, LLC 0.01% New 961 $202K
Luminvest Wealth Management LLC 0.13% No change 924 $201K
B&D White Capital Company, LLC 0.04% New 954 $201K
Cora Capital Advisors LLC 0.11% New 953 $200K
West Branch Capital LLC 0.08% Add +0.1% 952 $200K
Park Place Capital Corp 0.07% Reduce -27.8% 949 $200K
Silver Oak Securities, Incorporated 0.03% New 948 $199K
American Capital Advisory, LLC 0.17% Add +179.3% 1,092 $195K
Northwest Capital Management Inc 0.06% No change 921 $194K
ESL Trust Services, LLC 0.05% New 910 $191K
Smartleaf Asset Management LLC 0.04% Add +912.2% 911 $191K
Marathon Trading Investment Management LLC 0.08% Reduce -93.3% 900 $189K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -13.8% 883 $186K
Western Pacific Wealth Management, LP 0.13% No change 876 $184K
Carmichael Hill & Associates, Inc. 0.07% Reduce -0.9% 863 $181K
Glass Jacobson Investment Advisors llc 0.07% No change 859 $181K
Pingora Partners LLC 0.13% New 815 $171K
Trivant Custom Portfolio Group, LLC 0.11% No change 800 $168K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -96.4% 761 $160K
Atlas Capital Advisors Inc. 0.02% Reduce -9.9% 755 $159K
Bfsg, LLC 0.02% No change 750 $158K
McIlrath & Eck, LLC 0.02% Add +32.1% 745 $157K
Elevation Wealth Partners, LLC 0.08% No change 742 $156K
Dunhill Financial, LLC 0.12% No change 744 $156K
Vestcor Inc 0.01% No change 740 $156K
Albion Financial Group 0.01% No change 716 $151K
Rakuten Securities, Inc. 0.07% New 713 $150K
Aberdeen Wealth Management LLC 0.09% No change 710 $149K
Horizons Wealth Management 0.10% No change 738 $148K
Citizens National Bank Trust Department 0.03% Reduce -6.7% 700 $147K
Hazlett, Burt & Watson, Inc. 0.09% Add +84.3% 695 $147K
Anchor Investment Management, LLC 0.02% No change 696 $146K
Dynamic Wealth Strategies, LLC 0.12% No change 684 $144K
Avion Wealth 0.04% Reduce -4.9% 675 $142K
First United Bank & Trust 0.05% Reduce -5.9% 675 $142K
Cape Investment Advisory, Inc. 0.07% Reduce -18.7% 672 $141K
Asset Dedication, LLC 0.01% Add +42.0% 673 $141K
Stephens Consulting, LLC 0.04% Reduce -25.5% 667 $140K
Gradient Investments LLC 0.00% Reduce -1.0% 663 $139K
Kiely Wealth Advisory Group, Inc. 0.08% Reduce -7.5% 695 $139K
GPS Wealth Strategies Group, LLC 0.02% Reduce -3.0% 658 $138K
Planning Capital Management Corp 0.10% Add +0.1% 652 $137K
Advanced Asset Management Advisors Inc 0.03% Add +14.8% 638 $134K
Caldwell Sutter Capital, Inc. 0.06% Add +10.4% 634 $133K
Resources Management Corp. /CT/ 0.02% No change 626 $132K
MTM Investment Management, LLC 0.05% No change 622 $131K
Aspire Wealth Management Corp 0.08% Reduce -1.7% 620 $130K
Global Assets Advisory, LLC 0.08% New 623 $130K
Cornerstone Planning Group LLC 0.04% Reduce -5.3% 642 $130K
Sound Financial Strategies Group, LLC 0.11% New 604 $127K
Alpha DNA Investment Management LLC 0.07% Add +60000.0% 601 $126K
Financial Gravity Asset Management, Inc. 0.04% Reduce -95.0% 626 $126K
Assetmark, Inc. 0.00% Reduce -65.0% 594 $125K
Roble, Belko & Company, Inc 0.02% Reduce -36.1% 592 $124K
Winch Advisory Services, LLC 0.04% Reduce -7.2% 558 $117K
HHM Wealth Advisors, LLC 0.02% No change 546 $115K
Frazier Financial Advisors, LLC 0.09% Add +9.6% 538 $113K
LRI Investments, LLC 0.03% — 537 $113K
Duncker Streett & Co. Inc. 0.02% No change 525 $110K
PDS Planning, Inc 0.01% New 521 $110K
Atlantic Private Wealth, LLC 0.09% No change 517 $109K
Valley National Advisers Inc. 0.02% Add +0.2% 516 $108K
Motco 0.01% No change 511 $107K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -20.6% 508 $107K
Koesten, Hirschmann & Crabtree, INC. 0.07% No change 500 $105K
Clean Yield Group 0.04% No change 500 $105K
Bogart Wealth, LLC 0.01% Add +8.7% 499 $105K
Capital Analysts, LLC 0.00% Add +0.2% 495 $104K
Clear Investment Research, LLC 0.14% Add +3.6% 487 $103K
Tyler-Stone Wealth Management 0.05% No change 484 $102K
TD Capital Management LLC 0.01% Add +0.2% 483 $102K
Atwood & Palmer Inc. 0.01% No change 480 $101K
Arax Advisory Partners 0.01% Reduce -1.2% 476 $100K
Horizon Bancorp Inc. 0.05% Add +12.0% 477 $100K
New England Capital Financial Advisors LLC 0.05% Add +0.2% 449 $94K
Sanctuary Wealth Management, L.L.C. 0.08% Reduce -28.9% 443 $93K
Wetzel Investment Advisors, Inc. 0.05% No change 476 $92K
Janiczek Wealth Management, LLC 0.02% Reduce -7.5% 431 $91K
Newton One Investments LLC 0.04% Add +0.2% 431 $91K
Pension & Wealth Management Advisors, Inc. 0.06% Reduce -81.8% 429 $90K
Schroder Investment Management Group 0.00% Reduce -48.2% 430 $90K
Weaver Capital Management LLC 0.03% New 424 $89K
First Personal Financial Services 0.02% Reduce -27.6% 420 $88K
Bollard Group LLC 0.00% Add +0.2% 421 $88K
Rain Capital Management, LLC 0.06% Add +0.2% 417 $88K
First Pacific Financial 0.02% Add +0.2% 415 $87K
Founders Financial Alliance, LLC 0.03% Add +42.3% 414 $87K
Abound Wealth Management 0.03% Add +72.8% 413 $87K
Pacific Center for Financial Services 0.02% Reduce -31.1% 403 $85K
Compagnie Lombard Odier SCmA 0.00% Reduce -46.7% 400 $84K
Westside Investment Management, Inc. 0.02% Add +6.7% 400 $84K
Skylands Capital, LLC 0.01% No change 400 $84K
GoalVest Advisory LLC 0.03% Add +2.1% 392 $82K
Copeland Capital Management, LLC 0.00% Reduce -99.4% 391 $82K
Advantage Trust Co 0.06% No change 389 $82K
Clearstead Trust, LLC 0.02% No change 383 $81K
Levin Capital Strategies, L.P. 0.01% Add +206.4% 383 $81K
Elevate Wealth Advisory, Inc. 0.07% Add +0.3% 374 $79K
Mill Capital Management, LLC 0.01% Reduce -65.8% 362 $76K
Capital Advisors, Ltd. LLC 0.01% Reduce -22.2% 350 $74K
Capital Investment Counsel, Inc 0.01% No change 351 $74K
Private Wealth Management Group, LLC 0.03% Reduce -6.7% 350 $74K
Laffer Tengler Investments, Inc. 0.02% New 350 $74K
Arrow Financial Corp 0.01% No change 343 $72K
WealthCollab, LLC 0.05% No change 337 $71K
Contravisory Investment Management, Inc. 0.02% Reduce -7.5% 335 $70K
FinTrust Capital Advisors, LLC 0.01% Reduce -86.0% 332 $70K
Cetera Trust Company, N.A 0.04% Reduce -92.5% 330 $69K
Creative Financial Designs Inc. 0.01% Add +5.4% 330 $69K
Hamilton Point Investment Advisors, LLC 0.01% Reduce -88.6% 323 $68K
NCP Inc. 0.05% — 320 $67K
Mogy Joel R Investment Counsel Inc. 0.00% No change 320 $67K
Partnership Wealth Management, LLC 0.05% No change 315 $66K
Pacifica Partners Inc. 0.03% No change 319 $66K
Bradley & Co. Private Wealth Management, LLC 0.05% Reduce -18.8% 311 $65K
Vista Investment Partners LLC 0.02% New 311 $65K
Hartford Financial Management Inc. 0.01% No change 308 $65K
Stone House Investment Management, LLC 0.01% Add +0.3% 302 $64K
Creative Capital Management Investments LLC 0.03% No change 300 $63K
Hantz Financial Services, Inc. 0.00% Add +125.0% 297 $62K
Accordant Advisory Group Inc 0.05% — 292 $61K
Princeton Global Asset Management LLC 0.01% No change 290 $61K
Kozak & Associates, Inc. 0.02% Add +0.3% 292 $61K
Vermillion & White Wealth Management Group, LLC 0.05% No change 284 $60K
SYM FINANCIAL Corp 0.01% Add +0.4% 280 $59K
Morling Financial Advisors, LLC 0.03% No change 275 $58K
CGC Financial Services, LLC 0.03% No change 270 $57K
Invesco Ltd. 0.00% Reduce -99.2% 270 $57K
Riverview Trust Co 0.04% New 269 $57K
BBJS Financial Advisors, LLC 0.02% Add +621.6% 267 $56K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 264 $56K
Provident Wealth Management, LLC 0.02% Add +8633.3% 262 $55K
Hexagon Capital Partners LLC 0.01% Add +8.8% 260 $55K
Sawyer & Company, Inc 0.02% No change 257 $54K
Clear Point Advisors Inc. 0.04% No change 256 $54K
Y.D. More Investments Ltd 0.01% New 255 $54K
Family Manage LLC 0.01% New 249 $52K
Vima LLC 0.06% Reduce -34.0% 277 $49K
Integrity Financial Corp 0.03% Add +12.6% 233 $49K
Northwest Bank & Trust Co 0.04% No change 250 $49K
Tidemark, LLC 0.03% Reduce -18.2% 229 $48K
Legend Financial Advisors, Inc. 0.03% No change 222 $47K
Eukles Asset Management 0.02% Add +1.4% 220 $46K
Washington Trust Advisors, Inc. 0.00% No change 217 $46K
Barrett & Company, Inc. 0.02% Add +1250.0% 216 $45K
VitalStone Financial, LLC 0.03% Add +16.9% 208 $44K
Benjamin Edwards Inc. 0.01% Add +8.8% 211 $44K
Delta Asset Management LLC 0.00% No change 202 $42K
DecisionPoint Financial, LLC 0.02% No change 208 $41K
Element Wealth, LLC 0.02% Add +28.1% 196 $41K
Arjuna Capital 0.01% No change 195 $41K
Semmax Financial Advisors Inc. 0.01% Add +0.5% 196 $40K
Burkett Financial Services, LLC 0.02% Add +0.5% 185 $39K
GS Investments, Inc. 0.02% No change 180 $38K
Legacies Wealth LLC 0.03% Reduce -20.6% 177 $37K
Creekmur Asset Management LLC 0.01% New 177 $37K
Tucker Asset Management LLC 0.01% No change 175 $37K
Annapolis Financial Services, LLC 0.01% Reduce -29.5% 172 $36K
Pineridge Advisors LLC 0.01% Reduce -11.5% 170 $36K
Kessler Investment Group, LLC 0.02% New 168 $35K
BNP Paribas 0.00% — 168 $35K
Godsey & Gibb, Inc. 0.00% No change 165 $35K
1832 Asset Management L.P. 0.00% New 156 $33K
Sound Income Strategies, LLC 0.00% Add +29.7% 153 $32K
Richardson Capital Management LLC 0.02% Reduce -7.0% 145 $30K
Front Row Advisors LLC 0.01% Add +50.5% 143 $30K
TruNorth Capital Management, LLC 0.01% — 140 $29K
Punch & Associates Investment Management, Inc. 0.00% Reduce -39.4% 140 $29K
Exchange Traded Concepts, LLC 0.00% New 140 $29K
Caitlin John, LLC 0.02% Reduce -57.0% 139 $29K
Highline Wealth Partners LLC 0.01% New 133 $28K
Family Asset Management, LLC 0.02% Add +786.7% 133 $28K
Global Wealth Strategies & Associates 0.01% No change 133 $28K
Kathleen S. Wright Associates Inc. 0.01% No change 130 $27K
Bellevue Asset Management, LLC 0.01% Add +3.4% 121 $25K
Granite FO LLC 0.01% No change 117 $25K
EnRich Financial Partners LLC 0.01% New 119 $25K
Cardinal Strategic Wealth Guidance 0.01% Reduce -61.6% 117 $25K
Wallace Hart LLC 0.02% — 113 $24K
Peachtree Investment Partners, LLC 0.01% Add +0.9% 112 $23K
Truvestments Capital LLC 0.01% Add +47.2% 106 $22K
Dogwood Wealth Management LLC 0.01% New 100 $21K
Castleview Partners, LLC 0.01% Reduce -17.4% 100 $21K
Ramirez Asset Management, Inc. 0.00% No change 100 $21K
CI Investments Inc. 0.00% New 100 $21K
Advisors Preferred, LLC 0.00% New 100 $21K
Ruedi Wealth Management, Inc. 0.01% Add +518.8% 99 $21K
Perritt Capital Management Inc 0.01% No change 90 $19K
Pin Oak Investment Advisors Inc. 0.02% No change 90 $19K
Covenant Partners, LLC 0.01% No change 89 $19K
Amundi 0.00% No change 95 $18K
Financial Management Professionals, Inc. 0.00% No change 86 $18K
Impact Partnership Wealth, LLC 0.01% No change 85 $18K
Raleigh Capital Management Inc. 0.01% No change 80 $17K
Norwood Financial Corp 0.02% No change 78 $16K
TFC Financial Management, Inc. 0.00% Reduce -12.6% 76 $16K
PFS Partners, LLC 0.01% New 75 $16K
Wellington Shields & Co., LLC 0.01% New 75 $16K
Evergreen Private Wealth LLC 0.01% No change 74 $16K
Turtle Creek Wealth Advisors, LLC 0.00% Reduce -36.0% 71 $15K
Phillips Financial Management, LLC 0.00% No change 71 $15K
Piscataqua Savings Bank 0.01% No change 70 $15K
SRH Advisors, LLC 0.00% No change 70 $15K
Mb, Levis & Associates, LLC 0.01% No change 67 $14K
Founders Capital Management 0.01% No change 66 $14K
Kelly Financial Services LLC 0.01% Reduce -44.7% 63 $13K
Global Trust Asset Management, LLC 0.01% No change 61 $13K
Stuart Chaussee & Associates, Inc. 0.00% No change 60 $13K
Signature Resources Capital Management, LLC 0.01% No change 58 $12K
PSI Advisors, LLC 0.00% No change 54 $11K
Ulland Investment Advisors, LLC 0.01% No change 50 $11K
Compass Wealth Management LLC 0.00% No change 52 $11K
Anfield Capital Management, LLC 0.01% New 51 $11K
Bay Harbor Wealth Management, LLC 0.00% New 50 $11K
Lowe Wealth Advisors, LLC 0.00% No change 49 $10K
Beaird Harris Wealth Management, LLC 0.00% New 48 $10K
Your Advocates Ltd., LLP 0.00% Reduce -14.8% 46 $10K
MeadowBrook Investment Advisors LLC 0.01% Reduce -85.0% 35 $9K
Ables, Iannone, Moore & Associates, Inc. 0.01% Reduce -69.4% 44 $9K
Macquarie Group Ltd. 0.00% Reduce -99.5% 98 $9K
Belmont Capital, LLC 0.00% New 42 $9K
FWL Investment Management, LLC 0.00% Reduce -27.3% 40 $8K
Balefire, LLC 0.00% Reduce -27.3% 40 $8K
FRG Family Wealth Advisors LLC 0.00% New 36 $7K
Chelsea Counsel Co. 0.00% New 29 $6K
Financial Freedom, LLC 0.00% New 28 $6K
Pathway Financial Advisers, LLC 0.00% Reduce -3.9% 25 $5K
WFA Asset Management Corp 0.00% New 25 $5K
Centerpoint Advisors, LLC 0.00% No change 20 $4K
First PREMIER Bank 0.00% No change 19 $4K
FPC Investment Advisory, Inc. 0.00% — 19 $4K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 17 $4K
WR Wealth Planners, LLC 0.00% New 16 $3K
Eagle Bay Advisors LLC 0.00% Reduce -17.6% 14 $3K
Trust Co 0.00% No change 14 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 13 $3K
Solstein Capital, LLC 0.00% No change 11 $2K
Arlington Trust Co LLC 0.00% New 11 $2K
Alaska Wealth Advisors, LLC 0.00% No change 11 $2K
Christopher J. Hasenberg, Inc 0.00% New 10 $2K
Granite Investment Partners, LLC 0.00% No change 10 $2K
Coston, McIsaac & Partners 0.00% No change 13 $2K
Transamerica Financial Advisors, LLC 0.00% No change 7 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% New 7 $1K
Aspire Private Capital, LLC 0.00% Reduce -92.8% 7 $1K
Hillsdale Investment Management Inc. 0.00% No change 5 $1K
Covestor Ltd 0.00% No change 3 $1K
PEAK6 Investments LLC 0.00% New 2 $515
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $210

"% of holder's portfolio" is IWM's weight in each manager's 13F, not the share of iShares Russell 2000 ETF the manager owns.