iShares Russell 2000 ETFIWMETF

13F holders, Q2 2024 (June 30)
2,161holders −43
122new positions
167sold out
7famous investors
$202.33avg. 13F price*

At the end of Q2 2024, 2,161 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, down 43 from Q1 2024. 122 opened new positions and 167 sold out. The largest holders were Bank of America Corp. ($6.9B), Goldman Sachs Group Inc. ($4.5B) and Wells Fargo & Company ($4.2B). 7 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions122$467.9M
Exits167$2.3B

All 13F filers, Q1 2024 → Q2 2024: 30,232,521 shares bought and 38,299,395 shares sold, net −8,066,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,161 holders

Bank of America Corp. 0.66% Add +8.1% 33,953,354 $6.9B
Goldman Sachs Group Inc. 0.89% Reduce -7.1% 22,399,167 $4.5B
Wells Fargo & Company 1.09% Add +4.6% 20,717,863 $4.2B
Morgan Stanley 0.29% Add +11.0% 18,265,133 $3.7B
Healthcare of Ontario Pension Plan Trust Fund 6.40% Add +16.6% 10,622,000 $2.2B
BlackRock Inc. 0.04% Reduce -9.5% 8,942,721 $1.8B
Jones Financial Companies LLLP 1.83% Add +3.6% 7,807,834 $1.6B
Empower Advisory Group, LLC 5.64% Add +2.6% 7,486,849 $1.5B
Rafferty Asset Management, LLC 5.40% Add +1.9% 7,170,634 $1.5B
BNP Paribas Financial Markets 1.59% Add +98.4% 7,155,837 $1.5B
Toronto Dominion Bank 2.11% Add +97.1% 6,486,426 $1.3B
LPL Financial LLC 0.63% Add +4.4% 6,199,010 $1.3B
Susquehanna International Group, LLP 1.50% Reduce -51.8% 4,170,351 $846.1M
Citigroup Inc. 0.77% Add +89.1% 3,903,989 $792.1M
US Bancorp \de 1.06% Add +2.2% 3,837,021 $778.5M
Northern Trust Corp. 0.13% Add +0.6% 3,799,998 $771.0M
UBS Group AG 0.21% Reduce -24.4% 3,435,543 $697.0M
Royal Bank of Canada 0.16% Reduce -28.8% 3,172,489 $643.7M
PNC Financial Services Group, Inc. 0.42% Reduce -3.5% 3,138,438 $636.8M
M&T Bank Corp 2.06% Add +0.1% 2,981,007 $604.8M
JPMorgan Chase & Co. 0.05% Reduce -52.3% 2,866,961 $581.7M
Barclays PLC 0.26% Add +76.3% 2,745,519 $557.0M
HRT Financial LP 3.12% Reduce -24.1% 2,738,402 $555.6M
FMR LLC 0.03% Reduce -3.9% 2,491,393 $505.5M
Cibc World Market Inc. 1.22% Add +25.7% 2,420,320 $491.1M
Bank of Montreal 0.15% Reduce -9.0% 2,312,228 $482.0M
Bank of New York Mellon Corp 0.08% Add +5.3% 2,188,419 $444.0M
Envestnet Asset Management Inc. 0.15% Reduce -35.3% 2,102,386 $426.6M
Canada Pension Plan Investment Board 0.34% No change 1,723,000 $349.6M
SG Americas Securities, LLC 2.05% Add +283.1% 1,570,860 $318.7M
Millburn Ridgefield LLC 8.44% Add +6.7% 1,558,944 $316.3M
Catalyst Capital Advisors LLC 7.30% Add +6.7% 1,558,944 $316.3M
Ameriprise Financial Inc. 0.08% Reduce -5.0% 1,456,124 $295.4M
Truist Financial Corp. 0.43% Reduce -1.9% 1,384,231 $280.8M
Baird Financial Group, Inc. 0.48% Add +2.5% 1,141,873 $231.7M
Raymond James Financial Services Advisors, Inc. 0.31% Add +34.4% 1,072,801 $217.7M
Balyasny Asset Management L.P. 0.55% Add +146.5% 1,030,015 $209.0M
Wellington Management Group LLP 0.04% Add +17.7% 1,024,237 $207.8M
D. E. Shaw & Co. 0.31% Add +169.2% 1,015,268 $206.0M
Envestnet Portfolio Solutions, Inc. 0.70% Reduce -3.9% 987,983 $200.5M
AMG National Trust Bank 5.13% Add +5.3% 934,994 $189.7M
Pathstone Holdings, LLC 0.85% Add +0.7% 924,606 $187.6M
Raymond James & Associates 0.12% Reduce -0.5% 895,405 $181.7M
Avantax Advisory Services, Inc. 1.23% Add +3.2% 853,139 $173.1M
Keybank National Association 0.69% Reduce -1.2% 837,050 $169.8M
Alliancebernstein L.P. 0.06% Reduce -77.1% 782,880 $158.8M
Brown Advisory Inc. 0.20% Add +2.0% 759,034 $154.0M
Fifth Third Bancorp 0.59% Add +0.6% 758,780 $153.9M
Rockefeller Capital Management L.P. 0.43% Add +6.4% 737,730 $149.7M
Synovus Financial Corp. 1.87% Reduce -4.7% 697,366 $141.5M
LBMC Investment Advisors, LLC 12.26% Reduce -1.4% 696,746 $141.4M
Jefferies Financial Group Inc. 2.96% Add +20.8% 688,867 $139.8M
Cetera Investment Advisers 0.32% Reduce -14.5% 676,203 $137.2M
Mariner, LLC 0.27% Reduce -5.9% 675,833 $137.1M
Millennium Management 0.12% Add +69.3% 674,191 $136.8M
Franklin Resources Inc. 0.04% Reduce -53.9% 661,764 $134.3M
Commonwealth Equity Services, LLC 0.21% Add +4.9% 661,223 $134.2M
HighTower Advisors, LLC 0.21% Reduce -4.7% 655,920 $133.0M
Clal Insurance Enterprises Holdings Ltd 1.38% Add +59423.8% 650,000 $131.9M
Tiaa Trust, National Association 0.40% Reduce -4.9% 645,470 $131.0M
Sand Hill Global Advisors, LLC 5.82% Add +2.4% 631,942 $128.2M
CIBC Private Wealth Group LLC 0.24% Reduce -1.4% 622,135 $125.8M
Jane Street Group, LLC 0.13% Reduce -76.2% 602,126 $122.2M
Citadel Advisors 0.12% Add +26.6% 596,675 $121.1M
Creative Planning 0.12% Add +0.5% 574,787 $116.6M
HSBC Holdings PLC 0.07% Add +127.0% 566,706 $114.9M
Broadwood Capital Inc. 8.68% No change 566,000 $114.8M
Osaic Holdings, Inc. 0.26% Reduce -17.7% 532,250 $108.0M
Stifel Financial Corp. 0.12% Add +7.1% 522,544 $106.0M
Focus Partners Wealth 0.36% Add +498.8% 520,128 $105.5M
Glenmede Trust Co. NA 0.52% Reduce -0.3% 510,138 $103.5M
Cerity Partners LLC 0.28% Reduce -9.7% 509,324 $103.3M
Johns Hopkins University 4.07% Reduce -32.8% 502,673 $102.0M
Commerce Bank 0.65% Reduce -1.7% 492,710 $100.0M
Cresset Asset Management, LLC 0.42% Add +9.5% 482,342 $97.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.85% Reduce -2.2% 469,266 $95.2M
Blair William & Co. 0.28% Add +2.8% 447,405 $90.8M
Northwestern Mutual Wealth Management Co. 0.09% Reduce -13.4% 437,320 $88.7M
MAI Capital Management 0.87% Add +0.4% 434,057 $88.1M
National Bank of Canada 0.12% Add +0.7% 391,163 $78.7M
Citizens Financial Group Inc. 1.64% Add +3.8% 365,059 $74.1M
Gendell Jeffrey L 2.59% Reduce -39.8% 364,895 $74.0M
WASHINGTON TRUST Co 2.61% Reduce -0.6% 351,174 $71.2M
Halbert Hargrove Global Advisors, LLC 4.12% Reduce -0.5% 345,899 $70.2M
Alaska Permanent Fund Corp 1.03% No change 309,518 $69.3M
PBCay One RSC Ltd 36.48% New 331,060 $67.2M
Arvest Trust Co. N A 3.91% Reduce -1.1% 324,487 $65.8M
Parkside Investments, LLC 10.00% Add +1.6% 312,289 $63.4M
Comerica Bank 0.26% Reduce -5.4% 310,274 $63.0M
HBK Investments L P 1.75% New 307,151 $62.3M
Diversified, LLC 7.19% Add +5.5% 301,434 $61.2M
Moneta Group Investment Advisors LLC 0.97% Reduce -0.2% 299,808 $60.8M
GLOBALT Investments LLC / GA 2.42% Add +5.1% 298,424 $60.5M
Corient Private Wealth LP 0.10% Add +2.7% 296,842 $60.2M
Regions Financial Corp. 0.44% Add +0.0% 282,890 $57.4M
Captrust Financial Advisors 0.18% Reduce -1.0% 278,005 $56.4M
University of Illinois Foundation 19.33% Reduce -3.3% 272,361 $55.3M
Cambridge Investment Research Advisors, Inc. 0.20% Add +1.1% 265,867 $53.9M
Deutsche Bank AG 0.02% Reduce -0.6% 265,246 $53.8M
Whittier Trust Co. 0.75% Add +1.8% 262,125 $53.2M
First Financial Bank - Trust Division 5.21% Reduce -1.7% 260,744 $52.9M
J. Goldman & Co LP 1.96% Add +118.7% 259,747 $52.7M
Old Mission Capital LLC 1.34% Reduce -44.0% 252,244 $51.2M
Stairway Partners, LLC 3.86% Add +9.6% 242,301 $49.2M
FineMark National Bank & Trust 1.79% Add +0.1% 239,524 $48.6M
Accredited Investors Inc. 3.03% Reduce -1.1% 239,307 $48.6M
CTC LLC 3.58% Add +671.4% 236,203 $47.9M
National Philanthropic Trust 0.91% Add +5.1% 234,932 $47.7M
First Western Trust Bank 2.26% Reduce -1.3% 234,372 $47.6M
Janney Montgomery Scott LLC 0.14% Reduce -8.1% 227,564 $46.2M
Peapack Gladstone Financial Corp. 0.70% Reduce -2.2% 225,692 $45.8M
Kestra Advisory Services, LLC 0.25% Add +11.8% 240,308 $44.7M
River Wealth Advisors LLC 6.34% Add +4.1% 218,042 $44.2M
Hudson Bay Capital Management LP 0.38% Add +87.6% 215,762 $43.8M
Geller Advisors LLC 3.24% Reduce -0.8% 215,307 $43.7M
Savant Capital, LLC 0.44% Reduce -0.4% 214,269 $43.5M
MetLife Investment Management, LLC 0.26% Add +29.3% 213,930 $43.4M
Walleye Trading LLC 0.85% New 211,540 $42.9M
Wintrust Investments LLC 3.46% Add +7.3% 209,544 $42.5M
Mercer Global Advisors Inc. 0.12% Add +1.1% 209,048 $42.4M
Johnson Investment Counsel Inc. 0.45% Add +2.1% 208,918 $42.4M
Schonfeld Strategic Advisors LLC 0.33% Reduce -6.7% 207,084 $42.0M
ExodusPoint Capital Management, LP 0.45% Add +28.0% 204,084 $41.4M
Anderson Hoagland & Co. 4.28% Reduce -0.0% 202,433 $40.8M
Iridian Asset Management LLC 9.16% No change 200,000 $40.6M
Cwm, LLC 0.19% Add +3.9% 198,826 $40.3M
TCTC Holdings, LLC 1.34% Add +1.2% 192,449 $39.0M
German American Bancorp, Inc. 4.40% Add +1.7% 188,664 $38.3M
Private Advisor Group, LLC 0.26% Add +1.1% 188,110 $38.2M
Modera Wealth Management, LLC 0.56% Reduce -2.1% 185,772 $37.7M
GTS Securities LLC 0.76% Add +48.1% 181,421 $36.8M
Pittenger & Anderson Inc. 1.51% Reduce -7.7% 181,188 $36.8M
Sanctuary Advisors, LLC 0.27% — 184,142 $36.5M
Stock Yards Bank & Trust Co. 1.21% Reduce -1.8% 179,984 $36.5M
Capstone Investment Advisors, LLC 1.64% Add +95.7% 178,930 $36.3M
NorthCoast Asset Management LLC 0.31% Add +67.8% 177,612 $36.0M
Dakota Wealth Management 0.85% Add +2.4% 177,504 $36.0M
Neuberger Berman Group LLC 0.03% Reduce -42.6% 176,870 $35.9M
Red Cedar Investment Management, LLC 4.84% Add +1.9% 174,989 $35.5M
DE Burlo Group Inc. 4.71% Reduce -14.6% 172,600 $35.0M
UMB Bank, n.a. 0.57% Reduce -13.0% 171,301 $34.8M
Great Waters Wealth Management 5.16% Reduce -6.9% 166,532 $33.8M
AE Wealth Management LLC 0.33% Add +0.9% 164,329 $33.3M
Main Street Research LLC 2.15% Reduce -47.3% 160,936 $32.7M
NewEdge Advisors, LLC 0.24% Add +2.0% 160,217 $32.5M
NSI Retail Advisors, LLC 5.64% Add +439.1% 158,500 $32.2M
CSM Advisors, LLC 2.28% Add +439.1% 158,500 $32.2M
Credit Agricole S A 0.20% Reduce -5.0% 158,062 $32.1M
Parkside Advisors LLC 8.11% Add +3.1% 156,501 $31.8M
Quadrature Capital Ltd 0.52% New 152,908 $31.0M
Verition Fund Management LLC 0.26% Add +75.9% 150,933 $30.6M
Metropolitan Life Insurance Co 12.02% Reduce -13.2% 150,150 $30.5M
Prescott Group Capital Management, L.L.C. 4.76% New 150,000 $30.4M
D.A. Davidson & Co. 0.26% Add +10.1% 143,272 $29.1M
Swan Global Investments, LLC 1.45% Reduce -0.7% 143,047 $29.0M
MML Investors Services, LLC 0.11% Reduce -31.8% 139,652 $28.3M
Natixis Advisors, LLC 0.06% Add +137.1% 138,184 $28.0M
Hengehold Capital Management LLC 2.85% Add +1.2% 135,020 $27.4M
Whittier Trust Co. of Nevada Inc. 0.75% Add +1.3% 133,454 $27.1M
Crestline Management, L.P. 2.12% New 133,000 $27.0M
TRUE Private Wealth Advisors 3.02% Add +3.8% 131,383 $26.7M
Gilbert & Cook, Inc. 3.87% Reduce -1.2% 130,454 $26.5M
Wealth Enhancement Advisory Services, LLC 0.06% Add +20.5% 130,063 $26.4M
First Horizon Advisors, Inc. 0.80% Reduce -0.6% 130,036 $26.4M
Stratos Wealth Partners, LTD. 0.43% Add +5.7% 129,662 $26.3M
Busey Bank 0.88% Reduce -2.9% 126,649 $25.7M
PEAK6 Investments LLC 1.19% Add +6299250.0% 125,987 $25.6M
Ground Swell Capital, LLC 24.11% Add +169.1% 122,865 $24.9M
Litman Gregory Wealth Management LLC 2.19% Add +3.2% 121,465 $24.6M
IHT Wealth Management, LLC 0.90% Add +12.0% 119,320 $24.2M
Equitable Holdings, Inc. 0.25% Add +5.3% 118,456 $24.0M
Waverly Advisors, LLC 0.47% Add +0.2% 118,262 $24.0M
Edge Wealth Management LLC 5.05% Reduce -1.8% 118,130 $24.0M
Janney Capital Management LLC 1.67% Reduce -2.0% 116,823 $23.7M
Choreo, LLC 0.39% Add +21.0% 116,468 $23.4M
Marshall & Sullivan Inc. 11.70% Add +0.7% 115,483 $23.4M
Alight Capital Management LP 5.80% Add +477.3% 115,464 $23.4M
Kopp Family Office, LLC 14.48% Reduce -16.3% 88,905 $23.3M
Buckingham Strategic Wealth, LLC 0.24% Reduce -1.1% 114,498 $23.2M
Tarbox Family Office, Inc. 4.09% Reduce -1.1% 114,263 $23.2M
Ally Financial Inc. 2.84% No change 113,000 $22.9M
Foster Group, Inc. 0.90% Reduce -5.4% 112,452 $22.8M
Hollencrest Capital Management 1.00% Add +0.7% 112,339 $22.8M
Wealthspire Advisors, LLC 0.28% Add +7.4% 108,959 $22.1M
Oldfather Financial Services, LLC 9.01% Add +0.1% 108,211 $22.0M
Waters Parkerson & Co., LLC 1.17% Add +6.0% 107,947 $21.9M
Country Trust Bank 0.55% Add +2.9% 107,747 $21.9M
Sageworth Trust Co 1.36% Reduce -1.8% 105,962 $21.5M
Clearstead Advisors, LLC 0.37% Add +257.7% 105,426 $21.4M
Blueshift Asset Management, LLC 7.15% New 104,973 $21.3M
Mackenzie Financial Corp. 0.03% Add +9.1% 104,931 $21.3M
Amarillo National Bank 4.03% Reduce -16.4% 104,532 $21.2M
Banco Santander, S.A. 0.26% Reduce -33.1% 104,146 $21.1M
Consolidated Investment Group LLC 3.27% No change 103,911 $21.1M
Paulson Wealth Management Inc. 6.15% Add +2.4% 103,840 $21.1M
Laurion Capital Management LP 0.69% New 103,608 $21.0M
Atria Wealth Solutions, Inc. 0.23% Reduce -5.0% 103,356 $21.0M
1ST Source Bank 1.22% Reduce -0.9% 103,040 $20.9M
Jasper Ridge Partners, L.P. 0.67% Add +84.5% 102,735 $20.8M
First Foundation Advisors 0.79% Add +8.8% 101,314 $20.6M
EFG Asset Management (Americas) Corp. 3.96% Add +23.8% 99,676 $20.2M
LMR Partners LLP 0.55% Add +106.0% 98,840 $20.1M
Analyst IMS Investment Management Services Ltd. 0.82% Reduce -0.0% 98,799 $20.0M
Polar Asset Management Partners Inc. 0.78% Reduce -13.3% 97,700 $19.8M
LJI Wealth Management, LLC 4.38% Add +29.2% 97,635 $19.8M
Lido Advisors, LLC 0.16% Add +13.4% 97,359 $19.8M
Mirabella Financial Services LLP 1.66% Add +229.7% 96,720 $19.6M
Pinnacle Financial Partners Inc 0.42% Reduce -0.2% 94,140 $19.4M
Connors Investor Services Inc. 1.99% Reduce -2.2% 94,292 $19.1M
Titleist Asset Management, LLC 2.89% Add +46.4% 94,065 $19.1M
Mesirow Financial Investment Management, Inc. 0.42% Add +0.0% 91,867 $18.6M
Stephens Inc. 0.28% Reduce -7.8% 91,508 $18.6M
Ameritas Investment Partners, Inc. 0.64% Add +17.6% 91,255 $18.5M
Valeo Financial Advisors, LLC 0.57% Reduce -23.3% 90,314 $18.3M
Stratos Wealth Advisors, LLC 0.90% Add +12.3% 89,903 $18.2M
BIP Wealth, LLC 1.49% Reduce -7.3% 89,808 $18.2M
Brighton Jones LLC 0.58% Add +0.2% 86,764 $17.6M
First Commonwealth Financial Corp 4.44% Add +1.2% 85,017 $17.2M
Flagship Harbor Advisors, LLC 1.03% Add +3648.1% 84,294 $17.1M
Glenview Trust Co 0.34% Reduce -0.0% 84,267 $17.1M
Greenwood Gearhart LLC 1.61% Add +2.7% 83,894 $17.0M
Tower Research Capital LLC (TRC) 0.28% Reduce -81.0% 81,333 $16.5M
Walleye Capital LLC 0.19% Add +279.9% 81,330 $16.5M
Platt Investment Counsel, LLC 15.86% Add +4.9% 81,269 $16.5M
Crewe Advisors LLC 1.84% Reduce -4.0% 80,840 $16.4M
SVB Wealth LLC 0.40% Reduce -1.1% 80,406 $16.3M
Thrivent Financial for Lutherans 0.03% Reduce -7.4% 79,757 $16.2M
Hillcrest Wealth Advisors - NY, LLC 8.64% Reduce -0.8% 79,122 $16.1M
First Hawaiian Bank 0.53% Add +0.1% 77,940 $15.8M
Baron Financial Group, LLC 10.00% Reduce -3.5% 77,518 $15.7M
Beacon Pointe Advisors, LLC 0.19% Reduce -5.1% 77,071 $15.6M
Old National Bancorp 0.36% Add +0.3% 76,284 $15.5M
Kanawha Capital Management LLC 1.21% Reduce -0.3% 76,014 $15.4M
SimpliFi, Inc. 7.10% Add +1.4% 75,740 $15.4M
All Terrain Financial Advisors, LLC 6.45% Add +2.9% 75,609 $15.3M
Great Lakes Advisors, LLC 0.13% Add +26.9% 74,740 $15.2M
Salomon & Ludwin, LLC 1.69% Reduce -27.0% 74,616 $15.1M
Portland Global Advisors LLC 2.04% Add +0.8% 74,157 $15.0M
Guardian Wealth Advisors, LLC 9.71% Add +0.3% 73,536 $14.9M
Wesbanco Bank Inc. 0.56% Reduce -21.8% 73,489 $14.9M
SteelPeak Wealth, LLC 0.70% Add +11.3% 73,344 $14.9M
Coastline Trust Co 1.74% Add +0.8% 73,213 $14.9M
Farmers & Merchants Investments Inc. 0.49% Reduce -0.3% 72,593 $14.7M
Summit Financial, LLC 0.67% Add +486.4% 72,288 $14.7M
Patton Fund Management, Inc. 3.08% Reduce -0.6% 71,917 $14.6M
NTV Asset Management LLC 2.08% Add +3.8% 71,730 $14.6M
Brewster Financial Planning LLC 12.07% Add +1.1% 70,704 $14.3M
RTD Financial Advisors, Inc. 1.92% Reduce -1.4% 70,389 $14.3M
New Harbor Financial Group, LLC 4.75% Add +9.7% 70,352 $14.3M
Pinnacle Associates Ltd. 0.22% Add +1.4% 68,097 $13.8M
London Co. of Virginia 0.08% Add +110.0% 68,000 $13.8M
Axiom Advisory, LLC 0.15% Add +6295.9% 68,180 $13.8M
J.W. Cole Advisors, Inc. 0.65% Reduce -3.1% 67,709 $13.7M
Rothschild Capital Partners, LLC 3.92% Add +0.7% 67,598 $13.7M
Diversified Trust Co. 0.39% Reduce -0.6% 67,487 $13.7M
Steward Partners Investment Advisory, LLC 0.14% Reduce -4.0% 67,354 $13.7M
Wilmington Savings Fund Society, FSB 0.52% Reduce -1.8% 67,119 $13.6M
United Capital Financial Advisors, LLC 0.12% Add +12.9% 66,875 $13.6M
GW&K Investment Management, LLC 0.12% Add +24.7% 66,231 $13.4M
IronBridge Private Wealth, LLC 5.02% Add +8.9% 66,028 $13.4M
Institutional & Family Asset Management, LLC 2.05% Add +2142.4% 65,995 $13.4M
Dynamic Advisor Solutions LLC 0.42% Add +15.2% 65,802 $13.4M
LCM Capital Management Inc 8.33% Add +1.4% 65,792 $13.3M
Flputnam Investment Management Co. 0.25% Add +0.2% 65,699 $13.3M
Integrated Wealth Concepts LLC 0.18% Reduce -22.3% 65,481 $13.3M
Mutual Advisors, LLC 0.40% Add +142.4% 59,870 $13.3M
Dumont & Blake Investment Advisors LLC 1.88% Add +101.0% 65,332 $13.3M
Conning Inc. 0.49% Reduce -3.5% 64,939 $13.2M
Symphony Financial, Ltd. Co. 2.39% Add +66.0% 64,907 $13.1M
Sigma Investment Counselors Inc. 0.81% Reduce -1.7% 63,683 $12.9M
Summit Trail Advisors, LLC 0.34% Add +20.5% 63,402 $12.9M
BTC Capital Management, Inc. 1.18% Add +1.1% 62,631 $12.7M
Point72 Asset Management 0.04% New 62,462 $12.7M
Jacobi Capital Management LLC 1.10% Add +6.5% 62,192 $12.6M
TD Private Client Wealth LLC 0.39% Reduce -2.4% 61,613 $12.5M
Smith, Moore & Co. 1.29% Add +1.8% 61,541 $12.5M
CHURCHILL MANAGEMENT Corp 0.15% Reduce -0.3% 61,512 $12.5M
Strategic Wealth Partners, Ltd. 1.30% Add +3.8% 61,268 $12.4M
Little House Capital LLC 3.87% Reduce -0.3% 61,017 $12.4M
Miller Investment Management, LP 1.48% Reduce -35.6% 60,947 $12.4M
Voya Investment Management LLC 0.01% Add +10.4% 60,813 $12.3M
Carrera Capital Advisors 4.02% — 60,688 $12.3M
HighMark Wealth Management LLC 7.39% Reduce -2.5% 60,566 $12.3M
Perigon Wealth Management, LLC 0.35% Add +0.2% 60,302 $12.2M
New Perspectives, Inc 6.50% Add +3.5% 59,993 $12.2M
Dimension Capital Management LLC 2.46% Add +1.9% 59,505 $12.1M
Westshore Wealth, LLC 5.02% Add +3.8% 59,395 $12.1M
Legacy Wealth Management, LLC 0.87% Reduce -0.0% 59,322 $12.0M
Parallax Volatility Advisers, L.P. 0.35% Reduce -84.6% 59,263 $12.0M
Sequoia Financial Advisors, LLC 0.14% Reduce -0.2% 59,251 $12.0M
Simmons Bank 0.91% Add +5.5% 59,196 $12.0M
Sierra Capital LLC 1.60% Reduce -9.6% 58,933 $12.0M
Bokf, NA 0.21% Add +1.7% 58,257 $11.8M
Courier Capital LLC 0.94% Add +0.0% 58,156 $11.8M
Pegasus Partners Ltd. 1.19% Add +5.3% 57,915 $11.8M
Banque Pictet & Cie SA 0.12% Add +114.4% 57,720 $11.7M
Greenfield FTC, Inc. 2.64% No change 57,262 $11.6M
Humankind Investments LLC 3.00% No change 55,660 $11.3M
Pinnacle Wealth Management Advisory Group, LLC 1.16% Add +3.1% 55,613 $11.3M
Sigma Planning Corp 0.35% Reduce -17.5% 55,017 $11.2M
Bremer Bank National Association 2.17% Reduce -3.1% 54,835 $11.1M
Sierra Summit Advisors LLC 2.73% Reduce -1.9% 54,179 $11.0M
Commonwealth Financial Services, LLC 2.26% Reduce -19.0% 54,333 $11.0M
Concentric Capital Strategies, LP 0.68% Add +471.9% 53,687 $10.9M
Concurrent Investment Advisors, LLC 0.35% Add +0.9% 52,907 $10.7M
Lodestar Private Asset Management LLC 1.47% Reduce -1.4% 52,696 $10.7M
Royal Fund Management, LLC 1.43% New 52,358 $10.6M
SilverOak Wealth Management LLC 2.55% Add +0.4% 52,249 $10.6M
Global Retirement Partners, LLC 0.33% Add +3.1% 52,084 $10.6M
Arbor Investment Advisors, LLC 1.52% Reduce -0.1% 51,273 $10.4M
McLean Asset Management Corp 3.35% Add +0.2% 50,883 $10.3M
Bessemer Group Inc. 0.02% Add +2.7% 50,974 $10.3M
MCF Advisors LLC 0.78% Reduce -0.1% 50,877 $10.3M
Fulton Breakefield Broenniman LLC 0.76% Reduce -5.4% 50,618 $10.3M
Meridian Wealth Partners, LLC 1.80% Add +6.3% 50,313 $10.2M
Argent Advisors, Inc. 4.04% Reduce -1.7% 50,100 $10.2M
Idaho Trust Co 5.15% New 49,652 $10.1M
Brevan Howard Capital Management LP 0.68% New 49,391 $10.0M
Kayne Anderson Rudnick Investment Management LLC 0.02% Add +132.0% 49,308 $10.0M
Financial Advocates Investment Management 0.62% Add +11.1% 49,130 $10.0M
KADENSA CAPITAL Ltd 2.35% New 49,044 $10.0M
Prudential Financial Inc. 0.01% Reduce -0.0% 48,655 $9.9M
Larson Financial Group LLC 0.67% Add +84.1% 48,436 $9.8M
Annis Gardner Whiting Capital Advisors, LLC 2.79% Add +33.2% 48,329 $9.8M
Smithfield Trust Co 0.51% Reduce -0.4% 48,344 $9.8M
PFW Advisors LLC 3.09% Reduce -2.3% 47,827 $9.7M
Central Valley Advisors, LLC 4.13% Add +5.0% 47,141 $9.7M
William Howard & Co Financial Advisors Inc 8.88% Reduce -1.5% 47,363 $9.6M
Raymond James Trust N.A. 0.22% Reduce -1.6% 47,222 $9.6M
Scotia Capital Inc. 0.06% Reduce -15.4% 46,615 $9.5M
Integrated Advisors Network LLC 0.49% Reduce -3.5% 46,472 $9.4M
Evercore Wealth Management, LLC 0.15% Add +0.4% 46,020 $9.3M
Fluent Financial, LLC 4.66% Add +3.4% 45,575 $9.2M
Aristotle Capital Boston, LLC 0.31% Reduce -40.2% 45,358 $9.2M
TAP Consulting, LLC 1.94% Add +0.3% 45,263 $9.2M
DT Investment Partners, LLC 0.81% Add +176.0% 44,913 $9.1M
Aspiriant, LLC 0.37% Reduce -3.6% 44,804 $9.1M
Capitol Family Office, Inc. 12.16% Reduce -4.6% 44,806 $9.1M
Daymark Wealth Partners, LLC 0.42% Add +205.9% 44,723 $9.1M
Raelipskie Partnership 4.82% Reduce -0.9% 44,494 $9.0M
Vanguard Group Inc. 0.00% Reduce -0.3% 44,478 $9.0M
Montag A & Associates Inc. 0.45% Add +38.7% 44,152 $9.0M
Arcadia Investment Advisors LLC 5.03% Add +1.8% 43,657 $8.9M
Charles Schwab Investment Management Inc. 0.00% New 43,613 $8.8M
Callan Family Office, LLC 1.70% Add +8.3% 43,550 $8.8M
Compound Planning, Inc. 0.65% Add +35.4% 43,528 $8.8M
EP Wealth Advisors, LLC 0.09% Add +0.2% 42,812 $8.7M
Bray Capital Advisors 2.18% Reduce -0.4% 42,783 $8.7M
Amica Mutual Insurance Co. 0.86% Reduce -4.6% 42,643 $8.7M
Moller Wealth Partners 2.31% Reduce -1.8% 42,622 $8.6M
Helios Capital Management Pte. Ltd. 5.59% Add +20.9% 42,300 $8.6M
Jessup Wealth Management, Inc 3.64% Reduce -1.6% 42,075 $8.5M
Proffitt & Goodson Inc. 1.50% Reduce -0.9% 41,814 $8.5M
Cary Street Partners Investment Advisory LLC 0.34% Add +4.4% 41,631 $8.4M
Pine Valley Investments Ltd Liability Co 0.62% Reduce -11.8% 41,608 $8.4M
Latigo Investments, LLC 4.31% No change 41,492 $8.4M
Howard Capital Management, LLC 0.83% Add +1.9% 41,414 $8.4M
Ieq Capital, LLC 0.11% Add +26.2% 41,099 $8.3M
Ramsay, Stattman, Vela & Price, Inc. 1.57% Add +0.3% 41,015 $8.3M
F/m Investments LLC 0.30% New 40,703 $8.3M
Ausdal Financial Partners, Inc. 0.88% Reduce -0.6% 40,377 $8.2M
Allworth Financial LP 0.05% Reduce -4.6% 37,718 $8.2M
Investors Asset Management of Georgia Inc. /Ga/ 3.98% Add +80.5% 40,223 $8.2M
Lindbrook Capital, LLC 0.77% Reduce -13.3% 40,168 $8.1M
HB Wealth Management, LLC 0.09% Add +2.2% 39,962 $8.1M
Central Bank & Trust Co. 1.13% Reduce -6.4% 39,938 $8.1M
Diversified Portfolios, Inc. 1.06% Reduce -0.9% 39,778 $8.1M
Culbertson A N & Co. Inc. 1.40% Reduce -1.3% 39,521 $8.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.17% Add +0.1% 39,517 $8.0M
Fifth Third Securities, Inc. 0.74% Add +3.3% 39,513 $8.0M
Hilltop Holdings Inc. 0.93% Add +2.0% 39,497 $8.0M
Kettle Hill Capital Management, LLC 2.02% Reduce -40.4% 39,475 $8.0M
Nepc LLC 0.26% No change 39,299 $8.0M
Bailard, Inc. 0.22% Reduce -0.7% 38,890 $7.9M
Oppenheimer Asset Management Inc. 0.10% Add +20.5% 38,856 $7.9M
Ashton Thomas Private Wealth, LLC 0.43% Reduce -2.6% 38,722 $7.9M
Kingfisher Capital LLC 1.85% Reduce -4.0% 38,672 $7.8M
Simplicity Wealth,LLC 0.18% Reduce -35.3% 38,417 $7.8M
JCIC Asset Management Inc. 3.20% Reduce -0.5% 38,387 $7.8M
Hancock Whitney Corp. 0.26% Reduce -2.3% 37,753 $7.7M
XML Financial, LLC 0.77% Add +57.5% 37,623 $7.6M
Pacific Capital Wealth Advisors, Inc. 1.39% Reduce -1.1% 37,417 $7.6M
Marquette Associates, Inc. 5.71% Reduce -0.3% 37,357 $7.6M
Avidian Wealth Enterprises, LLC 0.36% Add +32.4% 37,234 $7.6M
Harvest Investment Advisors, LLC 5.52% Add +5.0% 36,870 $7.5M
St. Louis Trust Co 1.14% Add +0.2% 36,863 $7.5M
Verdence Capital Advisors LLC 0.66% Add +1.2% 36,662 $7.4M
RMR Wealth Builders 0.85% Reduce -1.4% 36,527 $7.4M
Parkside Financial Bank & Trust 1.16% Add +9.1% 36,430 $7.4M
Fidelis Capital Partners, LLC 1.05% Reduce -0.2% 36,577 $7.4M
Connecticut Wealth Management, LLC 0.38% Reduce -3.3% 36,347 $7.4M
Financial Counselors Inc. 0.12% Reduce -6.0% 36,325 $7.4M
Advisory Services Network, LLC 0.15% Reduce -8.3% 36,277 $7.4M
Blue Bell Private Wealth Management, LLC 1.52% Reduce -1.8% 36,217 $7.3M
Partners Capital Investment Group, LLP 0.12% Add +100.6% 36,223 $7.3M
Welch & Forbes LLC 0.10% Reduce -1.9% 36,196 $7.3M
Independent Family Office, LLC 4.14% Reduce -14.3% 35,774 $7.3M
Gray Private Wealth, LLC 4.63% Add +0.8% 35,624 $7.2M
Eagle Asset Management Inc. 0.04% New 35,659 $7.2M
NBT Bank, N.A. 0.51% Add +6.1% 35,348 $7.2M
Atticus Wealth Management, LLC 2.33% Add +0.9% 35,154 $7.1M
Chicago Partners Investment Group LLC 0.28% Add +1.8% 32,027 $7.1M
Silverleafe Capital Partners, LLC 2.49% Add +124.2% 34,854 $7.1M
Financial Engines Advisors L.L.C. 0.02% Add +2.3% 34,826 $7.1M
Moore Capital Management, LP 0.16% Reduce -56.8% 34,800 $7.1M
Carret Asset Management, LLC 0.82% Add +0.7% 34,773 $7.1M
Axxcess Wealth Management, LLC 0.19% Reduce -29.6% 34,660 $7.0M
Argent Trust Co 0.31% Add +1.2% 34,568 $7.0M
Sowell Financial Services LLC 0.33% Reduce -1.4% 34,535 $7.0M
DHJJ Financial Advisors, Ltd. 2.95% Add +0.2% 34,467 $7.0M
Evolution Wealth Advisors, LLC 1.36% Add +1.2% 34,355 $7.0M
First Citizens Bank & Trust Co. 0.13% Add +0.7% 34,325 $7.0M
Palisade Asset Management, LLC 0.72% Reduce -11.1% 34,268 $7.0M
James Investment Research, Inc. 0.82% Reduce -12.6% 34,004 $6.9M
Summit Wealth Partners, LLC 1.43% Reduce -4.5% 33,963 $6.9M
McKinley Carter Wealth Services, Inc. 0.44% Reduce -2.4% 33,951 $6.9M
O'shaughnessy Asset Management, LLC 0.07% Add +139.3% 33,639 $6.8M
Ironwood Investment Management LLC 3.65% New 33,624 $6.8M
Ballentine Partners, LLC 0.13% Add +2.1% 33,559 $6.8M
Becker Capital Management Inc. 0.23% Add +3.9% 33,471 $6.8M
Kestra Private Wealth Services, LLC 0.14% Add +6.1% 33,423 $6.8M
Klingman & Associates, LLC 0.46% Add +2.5% 33,352 $6.8M
JMG Financial Group, Ltd. 0.25% Add +1.7% 33,350 $6.8M
C M Bidwell & Associates Ltd. 4.52% Add +0.3% 33,293 $6.8M
Coldstream Capital Management Inc. 0.16% Reduce -9.2% 33,199 $6.7M
Bank of Nova Scotia 0.01% Reduce -59.1% 32,723 $6.6M
Bleakley Financial Group, LLC 0.19% Reduce -6.2% 32,440 $6.6M
Circle Wealth Management, LLC 0.15% Add +0.0% 31,925 $6.5M
Bradley Foster & Sargent Inc. 0.12% Reduce -0.3% 31,882 $6.5M
Cornerstone Advisory, LLC 0.91% Add +0.8% 31,802 $6.5M
Corepath Wealth Partners LLC 6.76% Reduce -0.1% 31,703 $6.4M
Vantage Financial Partners Ltd., Inc. 1.59% Add +15.7% 31,595 $6.4M
Fiduciary Trust Co 0.10% Reduce -0.8% 31,497 $6.4M
Fort Washington Investment Advisors Inc. 0.04% Reduce -3.9% 31,384 $6.4M
IFP Advisors, Inc 0.25% Reduce -35.5% 20,915 $6.3M
Greenleaf Trust 0.06% Reduce -1.4% 30,961 $6.3M
First National Trust Co 0.26% Reduce -4.2% 30,916 $6.3M
North Star Investment Management Corp. 0.46% Add +3.0% 30,901 $6.3M
Caerus Investment Advisors, LLC 6.13% Add +0.0% 30,894 $6.3M
Badgley Phelps Wealth Managers, LLC 0.15% Reduce -1.4% 30,877 $6.3M
Federation des caisses Desjardins du Quebec 0.03% Reduce -88.9% 30,679 $6.2M
Atria Investments, Inc 0.08% Reduce -84.7% 30,679 $6.2M
Gladstone Institutional Advisory LLC 0.32% Reduce -14.3% 30,453 $6.2M
Newport Capital Group, LLC 4.87% — 30,350 $6.2M
Evergreen Capital Management LLC 0.22% Add +7.1% 30,139 $6.1M
Manchester Capital Management LLC 0.73% Add +4.8% 30,106 $6.1M
Legacy Trust 1.51% Reduce -0.1% 29,915 $6.1M
LPWM LLC 2.08% Add +1.3% 29,804 $6.0M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 29,681 $6.0M
Cobblestone Capital Advisors LLC 0.37% Reduce -1.0% 29,617 $6.0M
Aspen Investment Management Inc 3.00% Add +1.8% 29,611 $6.0M
Bayesian Capital Management, LP 0.69% Reduce -37.4% 29,600 $6.0M
Triumph Capital Management 2.34% Add +10.4% 29,518 $6.0M
Cape Cod Five Cents Savings Bank 0.58% Reduce -3.5% 29,412 $6.0M
Advisors Management Group Inc. 1.49% Add +1.8% 29,351 $6.0M
New York State Common Retirement Fund 0.01% Add +11.4% 29,338 $6.0M
Oppenheimer & Co. Inc. 0.09% Reduce -49.4% 29,282 $5.9M
Mill Creek Capital Advisors, LLC 0.15% Reduce -0.5% 29,073 $5.9M
Turim 21 Investimentos Ltda. 1.50% No change 28,994 $5.9M
Citizens Business Bank 1.24% Add +1.4% 28,984 $5.9M
Rossmore Private Capital 0.77% Reduce -0.3% 28,788 $5.8M
BSW Wealth Partners 0.96% Reduce -28.4% 28,744 $5.8M
New England Private Wealth Advisors LLC 1.01% Add +0.2% 28,633 $5.8M
Prime Capital Investment Advisors, LLC 0.09% Reduce -27.5% 28,587 $5.8M
49 Wealth Management, LLC 1.14% Add +2021.0% 28,740 $5.8M
Fort Point Capital Partners LLC 0.74% Reduce -3.6% 28,482 $5.8M
Geneos Wealth Management Inc. 0.26% Reduce -0.3% 28,442 $5.8M
Berkshire Money Management, Inc. 0.70% Add +4.1% 28,364 $5.8M
Silvercrest Asset Management Group LLC 0.04% Reduce -15.1% 28,318 $5.7M
Bramshill Investments, LLC 0.62% New 28,000 $5.7M
Summit Wealth & Retirement Planning, Inc. 1.93% Reduce -0.7% 27,898 $5.7M
Venture Visionary Partners LLC 0.26% Add +0.4% 27,868 $5.7M
Boston Financial Mangement LLC 0.18% Reduce -1.2% 27,854 $5.7M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -1.2% 27,811 $5.6M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.57% Reduce -0.4% 27,716 $5.6M
&partners 0.25% Add +469.4% 27,695 $5.6M
State of Wisconsin Investment Board 0.01% Reduce -58.3% 27,682 $5.6M
AlTi Global, Inc. 0.15% Add +1.4% 27,680 $5.6M
Full Sail Capital, LLC 0.38% Add +0.1% 27,589 $5.6M
Clear Creek Financial Management, LLC 0.66% Reduce -1.6% 26,896 $5.5M
Flagstar Securities, Inc. 1.49% Reduce -6.9% 26,817 $5.4M
Brown Brothers Harriman & Co. 0.04% Add +0.1% 26,805 $5.4M
Twin Focus Capital Partners, LLC 0.87% No change 26,705 $5.4M
Verger Capital Management LLC 2.76% Add +0.1% 26,686 $5.4M
Arkadios Wealth Advisors 0.36% Add +8.7% 26,521 $5.4M
Country Club Bank 0.37% Reduce -5.2% 26,532 $5.4M
Benchmark Financial Wealth Advisors, LLC 1.98% Reduce -1.6% 26,290 $5.3M
Curi Capital, LLC 0.13% Reduce -0.5% 26,275 $5.3M
Chartist Inc. 2.75% Reduce -0.8% 26,144 $5.3M
Surience Private Wealth LLC 6.82% Reduce -43.4% 26,132 $5.3M
Prosperity Consulting Group, LLC 0.71% Reduce -13.2% 25,943 $5.3M
IFG Advisory, LLC 0.33% Add +13.8% 25,648 $5.2M
Stordahl Capital Management, Inc. 1.30% Reduce -5.5% 25,588 $5.2M
Strategic Investment Management, LLC 5.54% Reduce -2.3% 23,870 $5.2M
Prospera Financial Services Inc 0.14% Reduce -34.1% 25,383 $5.2M
Perbak Capital Partners LLP 1.52% New 25,397 $5.2M
Capstone Financial Advisors, Inc. 0.34% Reduce -0.8% 25,235 $5.1M
HUB Investment Partners, LLC 0.25% Add +1.4% 25,235 $5.1M
Bridges Investment Management Inc. 0.08% New 25,079 $5.1M
Brookstone Capital Management 0.08% Add +32.0% 22,829 $5.1M
Vontobel Holding Ltd. 0.02% Add +71.0% 24,993 $5.1M
Peddock Capital Advisors, LLC 1.30% Reduce -9.0% 24,957 $5.1M
MV Capital Management, Inc. 0.57% Add +1.5% 24,770 $5.0M
Belpointe Asset Management LLC 0.35% Reduce -33.5% 24,689 $5.0M
Realta Investment Advisors 0.97% Add +21.2% 24,399 $5.0M
YHB Investment Advisors, Inc. 0.42% Add +0.1% 24,344 $4.9M
Quantbot Technologies LP 0.24% Add +99.3% 24,332 $4.9M
Independence Bank of Kentucky 1.31% Add +11.4% 24,293 $4.9M
Corundum Group, Inc. 1.93% Add +56.2% 24,289 $4.9M
Williams Jones Wealth Management, LLC. 0.06% Reduce -2.4% 24,249 $4.9M
Point72 (DIFC) Ltd 0.44% Reduce -51.0% 24,207 $4.9M
First Merchants Corp. 0.20% Reduce -8.2% 24,129 $4.9M
Canton Hathaway, LLC 1.33% No change 24,027 $4.9M
Park Avenue Securities LLC 0.06% Reduce -72.6% 23,755 $4.8M
Smith & Howard Wealth Management, LLC 1.44% Reduce -0.4% 23,751 $4.8M
Wealthcare Advisory Partners LLC 0.15% Reduce -18.0% 23,622 $4.8M
JFS Wealth Advisors, LLC 0.38% Reduce -0.4% 23,618 $4.8M
City Holding Co. 0.71% Add +1.2% 23,540 $4.8M
Lake Street Advisors Group, LLC 0.23% Reduce -5.4% 23,456 $4.8M
Goldstone Financial Group, LLC 0.95% Add +26.9% 23,312 $4.7M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -46.4% 23,217 $4.7M
Mount Capital Ltd 1.88% No change 23,100 $4.7M
Fifth Third Wealth Advisors LLC 0.35% Add +31.2% 23,066 $4.7M
NWF Advisory Services Inc. 0.74% Add +0.8% 23,019 $4.7M
TD Waterhouse Canada Inc. 0.04% Add +32.8% 23,173 $4.7M
Addenda Capital Inc. 0.18% Add +1.3% 23,000 $4.7M
Engine Capital Management, LP 0.87% No change 22,950 $4.7M
Spire Wealth Management 0.16% Add +0.1% 22,945 $4.7M
Marquette Asset Management, LLC 0.79% Reduce -0.9% 22,835 $4.6M
Centaurus Financial, Inc. 0.31% Add +16.4% 22,667 $4.6M
Crescent Grove Advisors, LLC 0.50% Reduce -1.6% 22,660 $4.6M
Appleton Partners Inc. 0.35% Reduce -0.9% 22,538 $4.6M
C2C Wealth Management, LLC 4.47% Reduce -0.6% 22,534 $4.6M
Gries Financial LLC 0.94% Reduce -0.5% 22,471 $4.6M
TCV Trust & Wealth Management, Inc. 0.43% Add +4.0% 22,442 $4.6M
Woodstock Corp. 0.46% Reduce -2.2% 22,240 $4.5M
Unionview, LLC 3.68% Add +0.1% 22,211 $4.5M
Amtrust Financial Services, Inc. 2.29% No change 22,200 $4.5M
Almanack Investment Partners, LLC. 0.76% Reduce -6.4% 22,152 $4.5M
Sei Investments Co. 0.01% Reduce -27.2% 22,141 $4.5M
Northeast Financial Consultants Inc 0.21% Add +2.5% 21,980 $4.5M
Anchor Capital Advisors LLC 0.13% Reduce -2.6% 21,944 $4.5M
Union Savings Bank 2.34% Add +0.6% 21,931 $4.4M
USAdvisors Wealth Management, LLC 1.56% Reduce -17.9% 21,825 $4.4M
Prudent Man Advisors, LLC 1.57% Add +6.3% 21,822 $4.4M
Independent Financial Group, LLC 0.18% Reduce -12.1% 21,750 $4.4M
Beam Wealth Advisors, Inc. 1.47% Reduce -1.9% 21,743 $4.4M
Perkins Coie Trust Co 1.02% Add +0.0% 21,702 $4.4M
Black Swift Group, LLC 1.02% New 21,650 $4.4M
Burke & Herbert Bank & Trust Co. 1.06% New 21,527 $4.4M
CreativeOne Wealth, LLC 0.22% Reduce -16.7% 21,482 $4.4M
Wealth Advisory Solutions, LLC 1.17% Add +0.1% 21,364 $4.3M
NorthRock Partners, LLC 0.16% Reduce -2.8% 21,310 $4.3M
Evermay Wealth Management LLC 0.69% Reduce -1.5% 21,258 $4.3M
Private Trust Co. NA 0.46% Reduce -0.6% 21,114 $4.3M
Cullen/Frost Bankers, Inc. 0.06% Add +2.5% 21,060 $4.3M
Boston Research & Management Inc. 1.08% No change 21,041 $4.3M
FAS Wealth Partners, Inc. 0.37% Reduce -0.7% 20,943 $4.2M
Parallel Advisors, LLC 0.11% Reduce -4.1% 20,923 $4.2M
Rockingstone Advisors LLC 2.17% Add +1.3% 20,821 $4.2M
Prevail Innovative Wealth Advisors, LLC 1.48% Add +24.8% 20,572 $4.2M
Baltimore-Washington Financial Advisors, Inc. 0.24% Add +16.1% 20,301 $4.1M
CMG Global Holdings, LLC 2.72% Add +3.1% 20,240 $4.1M
Leslie Global Wealth, LLC 2.40% — 20,216 $4.1M
Archer Investment Corp 1.20% Reduce -3.0% 20,166 $4.1M
Legacy Edge Advisors, LLC 0.75% Reduce -4.6% 20,047 $4.1M
Norris Financial Group, LLC 2.11% Add +43.1% 19,988 $4.1M
Randall & Associates Wealth Management 3.64% Add +2.3% 19,929 $4.0M
Focus Partners Advisor Solutions, LLC 0.11% Reduce -5.9% 19,887 $4.0M
Exencial Wealth Advisors, LLC 0.15% Reduce -26.3% 19,752 $4.0M
PFG Advisors 0.27% Add +1.4% 19,656 $4.0M
B. Riley Wealth Advisors, Inc. 0.10% Reduce -5.3% 19,635 $4.0M
Rathbones Group PLC 0.02% Add +15.2% 19,572 $4.0M
Hill Island Financial LLC 1.30% Add +0.3% 19,548 $4.0M
SpiderRock Advisors, LLC 0.10% Add +14.7% 19,453 $3.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.02% Reduce -5.2% 19,418 $3.9M
waypoint wealth counsel 3.01% Reduce -0.3% 19,394 $3.9M
Windham Capital Management, LLC 3.08% Reduce -1.1% 19,366 $3.9M
Auour Investments LLC 1.46% Add +2.7% 19,341 $3.9M
BayBridge Capital Group, LLC 3.05% Add +5.2% 19,223 $3.9M
Pine Ridge Advisers LLC 0.41% No change 19,162 $3.9M
Lyell Wealth Management, LP 0.37% Add +0.5% 19,062 $3.9M
Smith Chas P & Associates Pa Cpas 0.23% Add +2.5% 18,929 $3.8M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.23% Add +420.0% 18,929 $3.8M
Canandaigua National Bank & Trust Co. 0.42% New 18,924 $3.8M
Certuity, LLC 0.31% Reduce -1.7% 18,866 $3.8M
St. Johns Investment Management Company, LLC 1.81% Reduce -1.3% 18,836 $3.8M
FFT Wealth Management LLC 0.34% Add +2.4% 18,787 $3.8M
Sunburst Financial Group, LLC 1.03% Reduce -0.2% 18,769 $3.8M
Alera Investment Advisors, LLC 0.46% Reduce -73.0% 18,761 $3.8M
NewEdge Wealth, LLC 0.08% Add +7.1% 18,727 $3.8M
Aureus Asset Management, LLC 0.26% Add +0.5% 18,643 $3.8M
Bare Financial Services, Inc 1.99% Reduce -3.3% 16,880 $3.8M
Sandbox Financial Partners, LLC 1.45% Add +1.9% 18,584 $3.8M
Elevation Point Wealth Partners, LLC 0.30% Reduce -9.7% 18,551 $3.8M
Capital Group Private Client Services, Inc. 0.04% Add +10.4% 18,520 $3.8M
Provida Pension Fund Administrator 0.09% No change 18,482 $3.8M
BOK Financial Private Wealth, Inc. 0.27% Reduce -2.0% 18,467 $3.7M
Edge Capital Group, LLC 0.18% Reduce -1.6% 18,455 $3.7M
Steph & Co. 1.27% Reduce -2.0% 18,394 $3.7M
Kingsview Wealth Management, LLC 0.09% Add +1.2% 18,260 $3.7M
Aaron Wealth Advisors LLC 0.51% Reduce -0.4% 18,172 $3.7M
Pinnacle Wealth Management Group, Inc. 2.48% Add +14.0% 18,095 $3.7M
NorthCrest Asset Manangement, LLC 0.12% Add +0.3% 18,080 $3.7M
Capital Advisory Group Advisory Services, LLC 1.56% Add +0.2% 18,036 $3.7M
WealthPLAN Partners, LLC 0.39% Reduce -9.5% 17,949 $3.6M
Allspring Global Investments Holdings, LLC 0.01% Add +237.6% 17,911 $3.6M
American Century Companies Inc. 0.00% Reduce -49.1% 17,900 $3.6M
Audent Global Asset Management, LLC 3.77% Reduce -6.0% 17,824 $3.6M
Heritage Investors Management Corp. 0.13% Reduce -1.4% 17,809 $3.6M
Objectivity Squared, LLC 2.76% Add +7.0% 16,077 $3.6M
Banque Cantonale Vaudoise 0.14% Reduce -0.2% 17,726 $3.6M
Campion Asset Management 2.82% Reduce -1.2% 17,675 $3.6M
Dorsey & Whitney Trust CO LLC 0.25% Reduce -5.2% 17,659 $3.6M
K.J. Harrison & Partners Inc 0.59% No change 17,658 $3.6M
Vienna Asset Management LLC 2.96% Add +8.7% 17,628 $3.6M
StoneX Group Inc. 0.28% Add +20.1% 17,551 $3.6M
Cordgrass Capital Advisors, LLC 1.11% Reduce -1.1% 17,414 $3.5M
Trifecta Capital Advisors, LLC 0.78% Reduce -0.7% 17,399 $3.5M
Aua Capital Management, LLC 2.12% Reduce -2.4% 17,360 $3.5M
Lazard Asset Management LLC 0.00% Reduce -0.3% 17,327 $3.5M
OneDigital Investment Advisors LLC 0.04% Add +27.8% 17,270 $3.5M
Rehmann Capital Advisory Group 0.25% Add +3.6% 17,269 $3.5M
Peak Asset Management, LLC 0.68% Reduce -0.5% 17,198 $3.5M
Freestone Capital Holdings, LLC 0.12% Add +11.7% 17,122 $3.5M
Snowden Capital Advisors LLC 0.10% Add +31.5% 17,099 $3.5M
Apollon Wealth Management, LLC 0.11% Reduce -6.2% 17,085 $3.5M
Carolinas Wealth Consulting LLC 0.67% Add +9.9% 17,071 $3.5M
Principal Financial Group Inc. 0.00% Reduce -0.3% 17,069 $3.5M
Alpine Global Management, LLC 0.66% Add +1278.4% 16,982 $3.4M
M&R Capital Management Inc. 0.82% Add +210.2% 16,920 $3.4M
GM Advisory Group, LLC 0.22% Reduce -0.2% 16,763 $3.4M
Chemung Canal Trust Co. 0.66% Reduce -0.5% 16,755 $3.4M
WealthBridge Capital Management, LLC 1.12% Reduce -21.0% 16,743 $3.4M
Keebeck Wealth Management 0.50% Reduce -3.0% 16,722 $3.4M
Cranbrook Wealth Management, LLC 0.83% Reduce -2.2% 16,639 $3.4M
Ayalon Insurance Comp Ltd. 1.11% Reduce -2.4% 16,631 $3.4M
Private Wealth Group, LLC 1.75% No change 16,411 $3.3M
Insigneo Advisory Services, LLC 0.37% Reduce -51.5% 16,429 $3.3M
Guggenheim Capital LLC 0.02% Reduce -83.9% 16,321 $3.3M
Carnegie Investment Counsel 0.10% Reduce -5.7% 16,219 $3.3M
TFO Wealth Partners, LLC 0.64% Add +0.3% 16,151 $3.3M
Webster Bank, N. A. 0.36% Add +5.8% 16,094 $3.3M
Trust Co of the South 0.77% No change 16,089 $3.3M
Archvest Wealth Advisors, Inc. 2.16% New 16,224 $3.3M
One Capital Management, LLC 0.11% Add +126.7% 15,994 $3.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.90% No change 15,980 $3.2M
Mycio Wealth Partners, LLC 0.83% Add +1.0% 15,956 $3.2M
E&G Advisors, LLC 0.95% Add +3.9% 15,866 $3.2M
Holistic Financial Partners 1.61% Reduce -1.2% 15,815 $3.2M
Beacon Investment Advisory Services, Inc. 0.14% Add +2.8% 15,769 $3.2M
Crestwood Advisors Group, LLC 0.07% Add +4.0% 15,572 $3.2M
LSP Investment Advisors, LLC 1.79% No change 15,500 $3.1M
West Bancorporation Inc. 2.31% Reduce -11.7% 15,373 $3.1M
Two Sigma Securities, LLC 0.15% Reduce -84.6% 15,327 $3.1M
Mayflower Financial Advisors, LLC 0.51% Reduce -5.1% 15,325 $3.1M
Adero Partners, LLC 0.23% Reduce -0.3% 15,234 $3.1M
Merit Financial Group, LLC 0.07% Reduce -1.1% 15,229 $3.1M
Walkner Condon Financial Advisors LLC 0.67% Add +9.7% 15,203 $3.1M
Jupiter Wealth Management LLC 1.63% New 13,750 $3.1M
Summit Place Financial Advisors, LLC 1.81% Add +3.9% 15,086 $3.1M
Russell Investments Group, Ltd. 0.00% Reduce -13.3% 14,984 $3.0M
Firestone Capital Management 0.82% Add +0.3% 14,858 $3.0M
Acropolis Investment Management, LLC 0.19% Reduce -2.0% 14,847 $3.0M
Man Group plc 0.01% Reduce -86.2% 14,812 $3.0M
RB Capital Management, LLC 0.80% Add +0.3% 14,790 $3.0M
Townsquare Capital LLC 0.04% Add +7.5% 14,748 $3.0M
Joel Isaacson & Co., LLC 0.16% Add +3.3% 14,723 $3.0M
Harbour Capital Advisors, LLC 0.71% Reduce -0.4% 14,783 $3.0M
Resolute Advisors LLC 0.76% Add +0.3% 14,581 $3.0M
Berkshire Asset Management LLC 0.15% Reduce -5.0% 14,513 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.14% Reduce -1.4% 14,469 $2.9M
Pinnacle Wealth Planning Services, Inc. 0.41% Add +10.1% 14,299 $2.9M
Fulton Bank, N.A. 0.12% Add +0.7% 14,299 $2.9M
Americana Partners, LLC 0.23% Add +1.4% 14,225 $2.9M
State of Wyoming 0.47% Reduce -57.6% 14,150 $2.9M
Salem Investment Counselors Inc. 0.09% Reduce -0.0% 14,148 $2.9M
Willis Johnson & Associates, Inc. 0.23% Reduce -0.8% 14,100 $2.9M
Rebalance, LLC 0.23% Add +15.0% 14,072 $2.9M
Forte Asset Management LLC 1.68% Reduce -27.1% 14,003 $2.8M
Quadrant Capital Group LLC 0.21% No change 13,761 $2.8M
Bouchey Financial Group, Ltd. 0.26% Add +0.0% 13,724 $2.8M
Operose Advisors LLC 0.98% No change 13,682 $2.8M
Fernwood Investment Management, LLC 0.86% Reduce -0.1% 13,651 $2.8M
Privium Fund Management (UK) Ltd 1.08% Reduce -0.4% 13,690 $2.8M
Vision Capital Management, Inc. 0.41% Reduce -0.3% 13,581 $2.8M
Mathes Company, Inc. 1.01% Add +16.3% 13,575 $2.8M
Merriman Wealth Management, LLC 0.12% Reduce -5.4% 13,567 $2.8M
Vident Advisory, LLC 0.08% Add +24.9% 13,513 $2.7M
Addis & Hill, Inc 2.28% Add +4.8% 13,571 $2.7M
Birch Hill Investment Advisors LLC 0.13% Add +5.5% 13,503 $2.7M
Regal Investment Advisors LLC 0.18% Add +6.3% 13,486 $2.7M
Davidson Trust Co. 1.88% No change 13,456 $2.7M
Orion Porfolio Solutions, LLC 0.03% Reduce -3.3% 13,417 $2.7M
Orion Portfolio Solutions, LLC 0.03% Reduce -3.3% 13,417 $2.7M
DAVENPORT & Co LLC 0.02% Reduce -3.5% 13,410 $2.7M
Great Valley Advisor Group, Inc. 0.08% Add +6.2% 13,330 $2.7M
Provenance Wealth Advisors, LLC 0.37% Reduce -1.4% 13,208 $2.7M
Saxon Interests, Inc. 1.27% Add +4.5% 13,207 $2.7M
RKL Wealth Management LLC 0.26% Add +0.3% 13,205 $2.7M
Nicholas Hoffman & Company, LLC. 0.12% Add +0.3% 13,044 $2.6M
Deltec Asset Management LLC 0.51% Reduce -40.9% 13,029 $2.6M
Chesapeake Wealth Management 0.96% Reduce -8.8% 13,024 $2.6M
Unique Wealth, LLC 0.69% Add +12.6% 12,981 $2.6M
Empowered Funds, LLC 0.05% New 12,963 $2.6M
Graypoint LLC 0.18% Reduce -10.7% 12,915 $2.6M
Robertson Stephens Wealth Management, LLC 0.14% Reduce -6.2% 12,888 $2.6M
Trust Point Inc. 0.21% Reduce -0.7% 12,885 $2.6M
Cozad Asset Management Inc. 0.26% Add +6.5% 12,848 $2.6M
Capital Investment Advisory Services, LLC 0.27% Reduce -61.0% 12,840 $2.6M
3Chopt Investment Partners, LLC 0.79% Reduce -1.1% 12,829 $2.6M
Bryn Mawr Trust Advisors, LLC 0.14% Reduce -0.8% 12,825 $2.6M
Nomura Asset Management Co. Ltd. 0.01% Reduce -22.4% 12,800 $2.6M
LVW Advisors, LLC 0.38% Reduce -1.7% 12,772 $2.6M
LifeSteps Financial, Inc. 2.14% Reduce -6.2% 12,772 $2.6M
Cornerstone Wealth Group, LLC 0.23% Reduce -0.3% 12,759 $2.6M
Arbor Trust Wealth Advisors, LLC 1.35% Reduce -0.3% 12,716 $2.6M
Abbot Financial Management, Inc. 1.38% Add +0.6% 12,700 $2.6M
Wedbush Securities Inc. 0.09% Reduce -52.7% 12,658 $2.6M
American Institute for Advanced Investment Management, LLP 1.96% Reduce -0.2% 12,630 $2.6M
Godshalk Welsh Capital Management, Inc. 1.70% Add +0.8% 12,561 $2.5M
Earnest Partners LLC 0.01% Add +85.4% 12,430 $2.5M
Leavell Investment Management, Inc. 0.14% Add +6.3% 12,393 $2.5M
Bristlecone Advisors, LLC 0.21% Reduce -3.6% 12,363 $2.5M
Continuum Advisory, LLC 0.36% Add +0.4% 12,337 $2.5M
Midland Wealth Advisors, LLC 0.15% Reduce -5.3% 12,309 $2.5M
Ameritas Advisory Services, LLC 0.09% Add +15.3% 12,301 $2.5M
Menora Mivtachim Holdings LTD. 0.02% Add +93.0% 12,246 $2.5M
Harbour Investments, Inc. 0.08% Add +4.7% 12,234 $2.5M
Aristides Capital LLC 1.03% New 12,198 $2.5M
Dagco, Inc. 1.09% Add +1.0% 12,060 $2.4M
Laurel Wealth Advisors LLC 0.43% Reduce -11.6% 12,046 $2.4M
Sandy Spring Bank 0.11% Reduce -11.2% 11,998 $2.4M
LGL Partners, LLC 0.35% Add +0.3% 11,941 $2.4M
Haverford Trust Co 0.03% Add +23.3% 11,922 $2.4M
GC Wealth Management RIA, LLC 0.48% Reduce -3.8% 11,907 $2.4M
Visionary Wealth Advisors 0.16% Reduce -0.8% 11,855 $2.4M
Western Wealth Management, LLC 0.18% Reduce -8.3% 11,811 $2.4M
Patten & Patten Inc. 0.17% Reduce -2.1% 11,797 $2.4M
Forvis Mazars Wealth Advisors, LLC 0.06% Reduce -1.2% 11,791 $2.4M
Empire Financial Management Company, LLC 0.78% Add +291.9% 11,680 $2.4M
AlphaStar Capital Management, LLC 0.22% Add +14.9% 11,678 $2.4M
Bedel Financial Consulting, Inc. 0.35% Reduce -1.7% 11,675 $2.4M
New England Asset Management Inc. 0.41% Reduce -15.6% 11,670 $2.4M
PFG Investments, LLC 0.17% Reduce -8.4% 11,587 $2.4M
DCF Advisers, LLC 1.24% No change 11,500 $2.3M
Sachem Hill LLC 0.50% Add +2.6% 11,481 $2.3M
Moloney Securities Asset Management, LLC 0.34% Reduce -1.2% 11,454 $2.3M
TFB Advisors LLC 0.76% Reduce -0.4% 11,448 $2.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -82.3% 11,372 $2.3M
Simon Quick Advisors, LLC 0.16% Reduce -0.8% 11,377 $2.3M
Lanark Financial, Inc. 0.21% Add +1.7% 11,369 $2.3M
Central Pacific Bank - Trust Division 0.29% Reduce -2.3% 11,359 $2.3M
International Assets Investment Management, LLC 0.22% Reduce -49.8% 11,339 $2.3M
Sabal Trust CO 0.14% Reduce -8.6% 11,328 $2.3M
Associated Banc-Corp 0.07% Add +3.6% 11,315 $2.3M
Venturi Wealth Management, LLC 0.13% Add +1.0% 11,191 $2.3M
Eldridge Investment Advisors, Inc. 0.57% Add +1.5% 11,122 $2.3M
Victory Capital Management Inc. 0.00% Reduce -95.4% 11,051 $2.2M
Sepio Capital, LP 0.20% No change 10,996 $2.2M
Segall Bryant & Hamill, LLC 0.04% Reduce -2.8% 10,962 $2.2M
Bluespring Wealth Management, LLC 0.24% Reduce -8.1% 10,957 $2.2M
BluePointe Capital Management, LLC 1.49% Add +1.4% 10,926 $2.2M
Kaydan Wealth Management, Inc. 0.78% Add +7.2% 10,914 $2.2M
Keel Point, LLC 0.20% Add +140.7% 10,623 $2.2M
Sound View Wealth Advisors Group, LLC 0.23% Add +11.6% 10,862 $2.2M
Aspect Partners, LLC 1.31% Add +4.1% 10,845 $2.2M
Revolve Wealth Partners, LLC 0.36% Reduce -1.6% 10,840 $2.2M
Heritage Wealth Management, LLC 1.22% Reduce -9.9% 10,837 $2.2M
Heritage Family Offices, LLP 1.22% — 10,837 $2.2M
Tocqueville Asset Management L.P. 0.04% Add +29.2% 10,807 $2.2M
Hirtle & Co., LLC 0.11% Reduce -3.3% 10,803 $2.2M
Moody National Bank Trust Division 0.17% No change 10,774 $2.2M
CIC Wealth, LLC 0.60% Add +34.5% 10,728 $2.2M
Intrua Financial, LLC 0.35% Add +10.5% 10,668 $2.2M
Apexium Financial, LP 0.15% Add +21.1% 10,643 $2.2M
Parker Financial LLC 1.17% Reduce -7.3% 10,478 $2.2M
Ping Capital Management, Inc. 1.35% — 10,600 $2.2M
Matrix Asset Advisors Inc. 0.26% Add +0.5% 10,587 $2.1M
Mechanics Financial Corp 1.10% Reduce -2.4% 10,576 $2.1M
Nixon Peabody Trust Co. 0.19% Reduce -13.3% 10,477 $2.1M
Foresight Capital Management Advisors, Inc. 1.44% Reduce -3.6% 10,450 $2.1M
Spinnaker Trust 0.14% Reduce -0.8% 10,445 $2.1M
Thoroughbred Financial Services, LLC 0.14% Reduce -10.9% 10,415 $2.1M
QRG Capital Management, Inc. 0.03% Add +6.4% 10,405 $2.1M
Quadcap Wealth Management, LLC 0.38% Add +26.9% 10,360 $2.1M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% Reduce -67.9% 10,400 $2.1M
Nicolet Bankshares Inc. 0.44% No change 10,338 $2.1M
Azimuth Capital Investment Management LLC 0.09% Reduce -1.6% 10,299 $2.1M
Good Life Advisors, LLC 0.17% Add +1.6% 10,284 $2.1M
Fiera Capital Corp 0.01% No change 10,218 $2.1M
Seamount Financial Group Inc. 1.69% Add +4.7% 10,196 $2.1M
Mission Wealth Management, LP 0.06% Reduce -13.5% 10,149 $2.1M
Jackson, Grant Investment Advisers, Inc. 0.83% Add +8.9% 10,136 $2.1M
Regent Peak Wealth Advisors LLC 0.47% Reduce -48.0% 10,096 $2.0M
Westmount Partners, LLC 0.68% Add +0.9% 10,175 $2.0M
Valmark Advisers, Inc. 0.03% Add +11.0% 10,067 $2.0M
BigSur Wealth Management LLC 0.62% Add +16.8% 10,060 $2.0M
Algert Global LLC 0.07% New 10,037 $2.0M
Grove Bank & Trust 0.33% Add +21.8% 9,981 $2.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 9,970 $2.0M
Polen Capital Management LLC 0.01% Add +96.2% 9,888 $2.0M
Gridiron Partners, LLC 1.27% No change 9,811 $2.0M
Oakwell Private Wealth Management, LLC 0.56% No change 9,746 $2.0M
Peregrine Asset Advisers, Inc. 0.78% No change 9,741 $2.0M
AdvisorNet Financial, Inc 0.18% Add +2.7% 9,726 $2.0M
Apella Capital, LLC 0.09% Add +0.4% 9,776 $2.0M
Institute for Wealth Management, LLC. 0.26% Reduce -52.9% 9,702 $2.0M
Thompson Siegel & Walmsley LLC 0.03% Reduce -6.6% 9,686 $2.0M
Intellectus Partners, LLC 0.54% Reduce -5.1% 9,668 $2.0M
Athena Investment Management 1.19% No change 9,638 $2.0M
Essex Financial Services, Inc. 0.14% Reduce -0.8% 9,410 $1.9M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -13.2% 9,579 $1.9M
Essex Bank 0.52% Reduce -30.3% 9,571 $1.9M
Oxford Financial Group, LTD. LLC 0.13% Add +23.7% 9,560 $1.9M
Cornerstone Advisors Asset Management, LLC 0.55% Add +0.0% 9,552 $1.9M
Claro Advisors Inc. 0.30% Reduce -33.4% 9,469 $1.9M
jvl associates llc 0.77% Reduce -2.1% 9,416 $1.9M
Alley Investment Management Company, LLC 0.26% No change 9,386 $1.9M
Opus Capital Group, LLC 0.27% No change 9,386 $1.9M
Foundations Investment Advisors, LLC 0.05% Reduce -73.9% 9,373 $1.9M
Mosaic Financial Group, LLC 1.36% Add +22.4% 9,339 $1.9M
Ballast Advisors LLC 0.60% Reduce -3.2% 9,308 $1.9M
Centennial Wealth Advisory LLC 0.82% Add +8.3% 9,297 $1.9M
Chatham Capital Group, Inc. 0.33% Add +0.0% 9,287 $1.9M
MWA Asset Management 1.34% Reduce -2.1% 9,242 $1.9M
Indiana Trust & Investment Management Co 0.69% Add +24.4% 9,235 $1.9M
DBK Financial Counsel, LLC 2.03% Add +0.5% 9,188 $1.9M
Paragon Capital Management LLC 1.01% Reduce -0.1% 9,186 $1.9M
Fisher Asset Management 0.00% Add +94.1% 9,156 $1.9M
RFG Advisory, LLC 0.06% Add +5.7% 9,152 $1.9M
Three Bridge Wealth Advisors, LLC 0.73% Add +140.9% 9,137 $1.9M
Whalen Wealth Management Inc. 1.47% New 9,132 $1.9M
Gratus Capital, LLC 0.07% Add +0.2% 9,103 $1.8M
Abacus Planning Group, Inc. 0.36% Reduce -19.4% 9,088 $1.8M
Lakeshore Financial Planning, Inc. 0.90% Reduce -1.0% 9,080 $1.8M
Weaver Consulting Group 0.64% Add +35.0% 9,060 $1.8M
Two Sigma Investments, LP 0.00% Reduce -97.9% 9,052 $1.8M
Shapiro Capital Management LLC 0.05% Reduce -91.8% 9,039 $1.8M
Glen Eagle Advisors, LLC 0.33% Reduce -0.3% 9,011 $1.8M
Migdal Insurance & Financial Holdings Ltd. 0.03% Reduce -24.3% 8,987 $1.8M
Wedmont Private Capital 0.11% Reduce -0.7% 8,545 $1.8M
Cavalier Investments, LLC 0.56% No change 8,946 $1.8M
Gryphon Financial Partners LLC 0.27% Add +6.1% 8,942 $1.8M
Cahill Financial Advisors Inc. 0.25% Add +0.0% 8,933 $1.8M
Seneca Financial Advisors LLC 0.94% Add +0.2% 8,924 $1.8M
McElhenny Sheffield Capital Management, LLC 0.62% Add +361.4% 8,877 $1.8M
Schechter Investment Advisors, LLC 0.14% Reduce -1.2% 8,865 $1.8M
Tradition Wealth Management, LLC 0.17% Reduce -0.7% 8,852 $1.8M
Absolute Capital Management, LLC 1.09% Reduce -35.7% 8,837 $1.8M
Mather Group, Llc. 0.02% Add +0.3% 8,475 $1.8M
Advisor OS, LLC 0.19% Add +0.2% 8,770 $1.8M
Calamos Wealth Management LLC 0.10% No change 8,769 $1.8M
GEM Asset Management, LLC 1.10% Reduce -0.4% 8,744 $1.8M
XR Securities LLC 2.98% Add +186.2% 8,701 $1.8M
Riverbridge Partners LLC 0.02% Add +166.1% 8,657 $1.8M
Bensler, LLC 0.23% Add +0.0% 8,596 $1.7M
Stonegate Investment Group, LLC 0.05% Add +0.0% 8,592 $1.7M
Rhumbline Advisers 0.00% Reduce -95.6% 8,563 $1.7M
1834 Investment Advisors Co. 0.21% Reduce -0.0% 8,536 $1.7M
Legacy Bridge, LLC 1.02% No change 8,530 $1.7M
Montecito Bank & Trust 0.35% Reduce -0.4% 8,530 $1.7M
Penobscot Investment Management Company, Inc. 0.16% Add +10.3% 8,405 $1.7M
D L Carlson Investment Group Inc. 0.33% Reduce -13.6% 8,395 $1.7M
Pacific Financial Group Inc. 1.20% Reduce -12.4% 8,377 $1.7M
Petix & Botte Co 0.48% Add +83.8% 8,375 $1.7M
West Coast Financial LLC 0.20% No change 8,372 $1.7M
Greenwich Wealth Management LLC 0.12% Reduce -0.3% 8,365 $1.7M
Sunflower Bank, N.A. 0.40% Reduce -10.3% 8,360 $1.7M
Focus Financial Network, Inc. 0.07% Reduce -18.3% 7,631 $1.7M
Kavar Capital Partners Group, LLC 0.31% Reduce -2.3% 8,346 $1.7M
Sterling Investment Advisors LLC 1.03% Reduce -10.8% 8,344 $1.7M
Childress Capital Advisors, LLC 0.48% Reduce -19.4% 8,336 $1.7M
CX Institutional 0.08% Reduce -2.8% 8,331 $1.7M
Lowe Brockenbrough & Co. Inc. 0.11% No change 8,319 $1.7M
Adapt Wealth Advisors, LLC 1.06% Reduce -6.0% 8,315 $1.7M
T. Rowe Price Associates Inc. 0.00% Reduce -16.8% 8,296 $1.7M
Sunbelt Securities, Inc. 0.17% Reduce -2.0% 8,264 $1.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.28% Reduce -6.2% 8,235 $1.7M
Builder Investment Group Inc. 0.46% No change 8,220 $1.7M
Garden State Investment Advisory Services LLC 0.57% Reduce -9.4% 8,199 $1.7M
Pursue Wealth Partners LLC 0.91% Add +20.5% 8,191 $1.7M
Harbor Investment Advisory, LLC 0.17% Reduce -6.4% 8,187 $1.7M
Cornerstone Wealth Management, LLC 0.13% Add +0.1% 8,173 $1.7M
Allred Capital Management, LLC 0.63% Add +4.1% 8,162 $1.7M
Davis R M Inc. 0.03% Add +13.8% 8,159 $1.7M
Farther Finance Advisors, LLC 0.08% Reduce -9.0% 8,218 $1.7M
Pitti Group Wealth Management, LLC 1.79% Add +1.7% 8,195 $1.6M
Fca Corp. 0.53% Reduce -0.1% 8,089 $1.6M
Paces Ferry Wealth Advisors, LLC 0.99% Reduce -0.6% 8,074 $1.6M
Relyea Zuckerberg Hanson LLC 0.27% Add +39.0% 7,987 $1.6M
CJM Wealth Advisers, Ltd. 0.60% No change 8,045 $1.6M
HM Payson & Co. 0.03% Reduce -6.7% 7,951 $1.6M
Archford Capital Strategies, LLC 0.26% Add +21.1% 7,946 $1.6M
Benjamin F. Edwards & Company, Inc. 0.03% Reduce -40.3% 7,914 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -8.3% 7,913 $1.6M
Optimum Investment Advisors 0.72% Reduce -1.1% 7,899 $1.6M
Doliver Advisors, LP 0.45% Add +13.3% 7,867 $1.6M
Moneco Advisors, LLC 0.23% Reduce -3.5% 7,856 $1.6M
Financial Synergies Wealth Advisors, Inc. 0.21% Reduce -16.5% 7,837 $1.6M
Legacy Advisors, LLC 0.19% Reduce -0.2% 7,830 $1.6M
Family Firm, Inc. 0.35% Add +10.9% 7,818 $1.6M
Veracity Capital LLC 0.66% Reduce -54.4% 7,807 $1.6M
Old North State Trust, LLC 1.37% Reduce -0.8% 7,801 $1.6M
Alesco Advisors, LLC, An ESL Co 0.05% Add +11.2% 7,785 $1.6M
Cannell & Spears LLC 0.03% Reduce -2.4% 7,723 $1.6M
Avantax Planning Partners, Inc. 0.05% Reduce -32.6% 7,715 $1.6M
New Republic Capital, LLC 0.78% Reduce -2.8% 7,696 $1.6M
Sage Capital Advisors,llc 0.45% Reduce -0.7% 7,678 $1.6M
STAR Financial Bank 1.19% Reduce -23.4% 7,637 $1.5M
Red Tortoise LLC 0.84% Reduce -15.0% 7,598 $1.5M
Shelton Wealth Management, LLC 0.92% Reduce -0.6% 7,580 $1.5M
KKM Financial LLC 0.73% Add +0.1% 7,652 $1.5M
Cosner Financial Group, LLC 1.09% Add +22.4% 7,566 $1.5M
Wakefield Asset Management LLLP 0.54% Reduce -0.7% 7,538 $1.5M
Sageworth Trust Co of South Dakota 2.25% No change 7,537 $1.5M
Cooper Financial Group 0.22% Reduce -4.6% 7,526 $1.5M
Harmony Asset Management LLC 0.64% Reduce -15.6% 7,502 $1.5M
MPS Loria Financial Planners, LLC 0.49% Reduce -23.1% 7,488 $1.5M
Level Four Advisory Services, LLC 0.07% Reduce -0.2% 7,451 $1.5M
Transcend Capital Advisors, LLC 0.11% Add +25.9% 7,447 $1.5M
Osborne Partners Capital Management, LLC 0.09% Add +0.6% 7,436 $1.5M
Riverpoint Wealth Management Holdings, LLC 0.42% Add +0.3% 7,422 $1.5M
Harvest Investment Services, LLC 0.59% Reduce -18.8% 7,385 $1.5M
Caprock Group, LLC 0.06% Reduce -22.4% 7,384 $1.5M
Brown Miller Wealth Management, LLC 0.62% Add +5.2% 7,373 $1.5M
Orca Investment Management, LLC 1.42% Reduce -2.5% 7,358 $1.5M
Disciplined Investments, LLC 0.79% Add +3.6% 7,347 $1.5M
Garde Capital, Inc. 0.10% Reduce -5.0% 7,334 $1.5M
AQR Capital Management 0.00% Add +78.9% 7,333 $1.5M
Financial Advisors, LLC 0.30% Reduce -0.3% 7,304 $1.5M
Centiva Capital, LP 0.07% Add +45.6% 7,278 $1.5M
Tsfg, LLC 0.35% Reduce -9.0% 7,276 $1.5M
Andrews, Lucia Wealth Management LLC 1.03% Add +100.0% 7,140 $1.5M
Patriot Investment Management Group, Inc. 0.12% No change 7,252 $1.5M
Mandatum Life Insurance Co Ltd 0.49% Add +0.2% 7,217 $1.5M
Arcadia Investment Management Corp. 0.25% Reduce -22.6% 7,166 $1.5M
SigFig Wealth Management, LLC 0.05% Add +1.6% 7,071 $1.4M
KMG Fiduciary Partners, LLC 0.14% Reduce -0.4% 7,070 $1.4M
Choate Investment Advisors 0.04% Reduce -5.4% 7,017 $1.4M
FreeGulliver LLC 0.97% Add +21.4% 6,996 $1.4M
Blue Trust, Inc. 0.02% Add +4.0% 6,739 $1.4M
Planned Solutions, Inc. 0.70% Add +0.2% 6,979 $1.4M
Richard W. Paul & Associates, LLC 0.55% Reduce -10.9% 6,967 $1.4M
Fermata Advisors, LLC 0.32% Reduce -0.1% 6,954 $1.4M
Redwood Wealth Management Group, LLC 1.06% Add +7.5% 6,947 $1.4M
Nvwm, LLC 0.37% Add +4.9% 6,926 $1.4M
Brand Asset Management Group, Inc. 0.59% Add +1.2% 6,910 $1.4M
GYL Financial Synergies, LLC 0.11% Reduce -2.1% 6,906 $1.4M
Atom Investors LP 0.14% Reduce -89.9% 6,902 $1.4M
Ancora Advisors LLC 0.03% Reduce -4.0% 6,885 $1.4M
MBL Wealth, LLC 0.16% Reduce -0.7% 6,869 $1.4M
Chicago Capital, LLC 0.04% Reduce -1.9% 6,862 $1.4M
Composition Wealth, LLC 0.03% Reduce -7.9% 6,856 $1.4M
Cambridge Advisors Inc. 0.32% Add +0.5% 6,848 $1.4M
LS Investment Advisors, LLC 0.22% Reduce -3.8% 6,835 $1.4M
Fonville Wealth Management LLC 0.55% Reduce -0.9% 6,831 $1.4M
Estate Counselors, LLC 0.15% Reduce -64.9% 6,830 $1.4M
MainStreet Investment Advisors LLC 0.17% Reduce -9.8% 6,825 $1.4M
Avior Wealth Management, LLC 0.06% Add +0.8% 6,907 $1.4M
Fagan Associates, Inc. 0.24% Reduce -1.1% 6,794 $1.4M
Fiducient Advisors LLC 0.19% Add +36.9% 6,773 $1.4M
Ethos Financial Group, LLC 0.24% New 6,025 $1.4M
Bantamac Capital, LLC 0.82% No change 6,750 $1.4M
Trilogy Capital Inc. 0.07% Add +218.3% 6,733 $1.4M
Fsa Wealth Partners, Inc. 0.37% Add +4.7% 6,732 $1.4M
Plum Street Advisors, LLC 0.80% Reduce -1.0% 6,722 $1.4M
L.M. Kohn & Company 0.37% Reduce -36.8% 6,698 $1.4M
Power Wealth Management LLC 0.65% Reduce -14.7% 6,689 $1.4M
IFG Advisors, LLC 0.32% Add +0.3% 6,688 $1.4M
Coordinated Financial Services, Inc. 1.18% Reduce -2.4% 6,688 $1.4M
Stonebridge Capital Advisors LLC 0.12% Add +6.6% 6,687 $1.4M
Guyasuta Investment Advisors Inc. 0.10% Reduce -3.1% 6,742 $1.4M
Manufacturers Life Insurance Company, The 0.00% Add +1.1% 6,645 $1.3M
Middleton & Co. Inc. 0.16% Reduce -0.6% 6,630 $1.3M
Arcus Capital Partners, LLC 0.52% Reduce -0.6% 6,620 $1.3M
Sage Rhino Capital LLC 0.32% No change 6,618 $1.3M
CenterStar Asset Management, LLC 2.02% New 6,623 $1.3M
Prelude Capital Management, LLC 0.11% Reduce -59.3% 6,611 $1.3M
Davis Investment Partners, LLC 0.55% Reduce -26.1% 6,279 $1.3M
Nuveen Asset Management, LLC 0.00% No change 6,580 $1.3M
Halpern Financial, Inc. 0.37% Reduce -0.4% 6,570 $1.3M
Rothschild Investment LLC 0.09% Reduce -1.8% 6,557 $1.3M
Apriem Advisors 0.16% Add +5.1% 6,547 $1.3M
Keystone Wealth Services, LLC 0.41% Reduce -3.0% 6,537 $1.3M
Pettyjohn, Wood & White, Inc. 0.26% Add +4.7% 6,501 $1.3M
Allen Investment Management, LLC 0.02% No change 6,500 $1.3M
New Century Financial Group, LLC 0.56% New 6,472 $1.3M
Steel Grove Capital Advisors, LLC 0.18% Reduce -53.1% 6,454 $1.3M
Allie Family Office LLC 0.79% No change 6,436 $1.3M
Johnson Financial Group, Inc. 0.06% Reduce -22.3% 6,430 $1.3M
Obermeyer Wealth Partners 0.07% Add +14.3% 6,425 $1.3M
Community Bank, N.A. 0.17% Reduce -3.0% 6,411 $1.3M
Highland Capital Management, LLC 0.08% Reduce -34.9% 6,406 $1.3M
Gotham Asset Management 0.02% New 6,405 $1.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% Reduce -2.5% 6,397 $1.3M
Intrepid Financial Planning Group LLC 0.56% Add +0.7% 6,391 $1.3M
EverSource Wealth Advisors, LLC 0.09% Add +5.5% 5,772 $1.3M
Boston Family Office LLC 0.09% No change 6,362 $1.3M
HBK Sorce Advisory LLC 0.04% Reduce -12.8% 6,346 $1.3M
Pointe Capital Management LLC 0.80% Reduce -13.1% 6,332 $1.3M
Powell Investment Advisors, LLC 0.66% Add +21.6% 6,307 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -40.7% 6,276 $1.3M
BBR Partners, LLC 0.10% Reduce -24.6% 6,247 $1.3M
St Germain D J Co. Inc. 0.06% Reduce -0.5% 6,230 $1.3M
Debussy Capital Management LP 0.36% Add +0.0% 6,226 $1.3M
Grassi Investment Management 0.11% Add +2.0% 6,172 $1.3M
MIdWestOne Financial Group, Inc. 0.23% Reduce -2.4% 6,149 $1.2M
Orgel Wealth Management, LLC 0.03% Add +360.3% 6,126 $1.2M
Moors & Cabot, Inc. 0.07% Add +6.8% 6,123 $1.2M
Activest Wealth Management 0.41% Reduce -2.7% 6,108 $1.2M
Infrastructure Capital Advisors, LLC 0.19% Add +192.7% 6,086 $1.2M
Eq LLC 0.74% Reduce -0.1% 6,067 $1.2M
Sonata Capital Group Inc. 0.63% Add +3.0% 6,061 $1.2M
Presidio Capital Management, LLC 0.86% New 6,061 $1.2M
Perennial Investment Advisors, LLC 0.18% Add +5.3% 6,053 $1.2M
Bienville Capital Management, LLC 0.29% Add +14.2% 6,052 $1.2M
Waldron Private Wealth LLC 0.05% Reduce -4.7% 6,019 $1.2M
Shay Capital LLC 0.34% New 6,000 $1.2M
Monetary Management Group Inc. 0.32% Add +3.5% 5,997 $1.2M
Ellenbecker Investment Group 0.24% Add +0.2% 5,990 $1.2M
Private Ocean, LLC 0.11% Add +1.2% 5,957 $1.2M
Arthur M. Cohen & Associates, LLC 0.22% Add +3.0% 5,991 $1.2M
IAM Advisory, LLC 0.33% New 5,943 $1.2M
Eagle Harbor Asset Management Inc. 1.29% Add +0.4% 5,923 $1.2M
First Business Financial Services, Inc. 0.13% No change 5,923 $1.2M
Tortoise Investment Management, LLC 0.14% Add +4.0% 5,898 $1.2M
Segment Wealth Management, LLC 0.09% Add +3.5% 5,896 $1.2M
Fortis Group Advisors, LLC 0.23% Reduce -18.9% 5,833 $1.2M
Callan Capital, LLC 0.10% Add +25.8% 5,809 $1.2M
Lifestyle Asset Management, Inc. 0.68% Reduce -1.0% 5,808 $1.2M
Charter Oak Capital Management, LLC 0.12% Reduce -5.8% 5,800 $1.2M
Intrust Bank NA 0.12% No change 5,785 $1.2M
Pinnacle Bancorp, Inc. 0.35% Reduce -1.4% 5,782 $1.2M
Heritage Wealth Advisors 0.05% Add +0.3% 5,782 $1.2M
Cypress Capital Group 0.14% Reduce -1.6% 5,773 $1.2M
Vigilare Wealth Management 0.52% Add +44.5% 5,763 $1.2M
Canopy Partners, LLC 0.54% Reduce -7.3% 5,730 $1.2M
Tyche Wealth Partners LLC 0.28% No change 5,687 $1.2M
Summit Financial Strategies, Inc. 0.14% Reduce -3.2% 5,677 $1.2M
Aprio Wealth Management, LLC 0.21% Reduce -10.0% 5,671 $1.2M
Bricktown Capital, LLC 0.23% Reduce -17.9% 5,641 $1.1M
Compass Ion Advisors, LLC 0.16% No change 5,428 $1.1M
Farmers National Bank 0.34% Reduce -1.8% 5,598 $1.1M
Stephenson & Company, Inc. 0.84% Reduce -0.5% 5,596 $1.1M
WorthPointe, LLC 0.52% Add +194.4% 5,591 $1.1M
Olympiad Research LP 0.83% Reduce -33.7% 5,575 $1.1M
9258 Wealth Management, LLC 0.17% Add +0.2% 5,573 $1.1M
Permanent Capital Management, LP 0.24% — 5,235 $1.1M
Edmond DE Rothschild Holding S.A. 0.02% Add +2.5% 5,563 $1.1M
Rwa Wealth Partners, LLC 0.01% Reduce -10.1% 5,552 $1.1M
Westwood Holdings Group Inc. 0.01% Reduce -1.6% 5,548 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +0.5% 5,545 $1.1M
1900 Wealth Management LLC 0.10% Reduce -8.1% 5,535 $1.1M
Colorado Capital Management, Inc. 0.63% Reduce -4.0% 5,527 $1.1M
Mgo One Seven LLC 0.05% Add +9.4% 5,522 $1.1M
Savvy Advisors, Inc. 0.36% Add +10.9% 5,513 $1.1M
Meridian Investment Counsel Inc. 0.35% Add +146.5% 5,502 $1.1M
Whitegate Investment Counselors, Inc. 0.32% Reduce -0.6% 5,473 $1.1M
Fuller & Thaler Asset Management, Inc. 0.00% Add +184.3% 5,464 $1.1M
Procyon Advisors, LLC 0.08% Reduce -4.7% 5,450 $1.1M
Kingswood Wealth Advisors, LLC 0.10% Add +4.6% 5,402 $1.1M
Marathon Trading Investment Management LLC 0.30% Add +496.7% 5,370 $1.1M
Confluence Wealth Services, Inc. 0.09% Reduce -2.3% 5,363 $1.1M
Money Concepts Capital Corp. 0.09% Reduce -62.9% 5,350 $1.1M
Delos Wealth Advisors, LLC 1.05% Add +45.3% 5,343 $1.1M
Gradient Capital Advisors, LLC 0.39% Add +3.4% 5,316 $1.1M
Betterment LLC 0.00% Add +9.1% 5,303 $1.1M
Global Financial Private Client, LLC 0.45% Add +0.8% 5,293 $1.1M
Catalyst Financial Partners LLC 0.24% Add +29.2% 5,284 $1.1M
Geneva Partners, LLC 0.44% Add +89.3% 5,280 $1.1M
Cardiff Park Advisors, LLC 0.10% Add +0.1% 5,278 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.42% Add +6.5% 4,790 $1.1M
Motiv8 Investments LLC 0.79% Add +67.9% 5,221 $1.1M
626 Financial, LLC 0.62% Add +0.1% 5,232 $1.1M
Signaturefd, LLC 0.02% Add +16.9% 5,215 $1.1M
Mechanics Bank Trust Department 0.15% Reduce -5.2% 5,211 $1.1M
Neumann Capital Management, LLC 0.36% No change 5,208 $1.1M
Members Advisory Group LLC 0.57% Add +181.1% 5,155 $1.0M
Brady Family Wealth, LLC 0.34% Reduce -8.9% 5,156 $1.0M
Granite Bay Wealth Management, LLC 0.56% Reduce -27.9% 5,148 $1.0M
Matrix Private Capital Group LLC 0.65% Add +13.9% 5,134 $1.0M
Fragasso Financial Advisors Inc 0.09% Add +0.1% 5,129 $1.0M
LCNB Corp. 0.39% No change 5,126 $1.0M
USA Financial Formulas 0.17% Reduce -10.7% 5,125 $1.0M
Centennial Bank 0.51% Add +13.3% 5,119 $1.0M
GenTrust, LLC 0.06% Add +21.8% 5,113 $1.0M
WealthTrust Asset Management, LLC 0.76% New 5,111 $1.0M
White Pine Capital LLC 0.39% Add +5.6% 5,105 $1.0M
Sightline Wealth Advisors, LLC 0.64% Add +0.3% 5,103 $1.0M
MBA Advisors LLC 0.53% Reduce -11.5% 5,093 $1.0M
Florida Trust Wealth Management Co 0.04% Reduce -0.8% 5,072 $1.0M
Southern Capital Advisors, LLC 0.63% Add +12.9% 5,059 $1.0M
Morton Brown Family Wealth, LLC 0.40% Reduce -0.8% 4,706 $1.0M
Fairway Wealth LLC 0.60% Add +0.3% 5,046 $1.0M
Kickstand Ventures, Llc. 0.28% New 5,039 $1.0M
CCG Wealth Management, LLC 0.57% Add +0.3% 5,010 $1.0M
W1M Investment Management Ltd 0.02% New 5,003 $1.0M
Nwi Management LP 0.13% No change 5,000 $1.0M
CI Investments Inc. 0.00% Add +4900.0% 5,000 $1.0M
Parthenon LLC 0.13% No change 4,972 $1.0M
American Financial Advisors, LLC 0.14% Reduce -1.9% 4,966 $1.0M
Cape Ann Savings Bank 0.62% Reduce -2.1% 4,965 $1.0M
Well Done, LLC 0.21% Add +0.1% 4,957 $1.0M
Empirical Asset Management, LLC 0.38% Reduce -91.8% 4,950 $1.0M
Evanson Asset Management, LLC 0.07% Reduce -44.6% 4,919 $998K
Sugarloaf Wealth Management, LLC 0.18% Add +13.2% 4,917 $998K
SC&H Financial Advisors, Inc. 0.24% Reduce -3.3% 4,916 $997K
17 Capital Partners, LLC 0.70% Add +7.8% 4,857 $985K
Camelot Technology Advisors, Inc. 0.92% Add +0.3% 4,855 $985K
Zions Bancorporation, N.A. 0.08% No change 4,848 $984K
Washington Trust Bank 0.10% No change 4,828 $980K
Principal Securities, Inc. 0.03% Reduce -16.6% 4,825 $979K
Naples Global Advisors, LLC 0.10% Reduce -0.4% 4,808 $976K
Moisand Fitzgerald Tamayo, LLC 0.15% No change 4,792 $972K
Lowery Thomas, LLC 0.71% Add +0.3% 4,788 $971K
Washington Capital Management, Inc. 0.82% Reduce -53.1% 4,785 $971K
Bond & Devick Financial Network, Inc. 0.52% Add +0.0% 4,768 $967K
New Wave Wealth Advisors LLC 0.52% — 4,749 $964K
Philadelphia Trust Co. 0.07% Add +81.2% 4,743 $962K
Viawealth, LLC 0.59% No change 4,718 $957K
Caldwell Trust Co 0.11% Reduce -4.7% 4,710 $956K
Verum Partners LLC 0.31% Reduce -11.2% 4,700 $954K
Core Wealth Advisors, Inc. 0.33% Add +1.0% 4,693 $952K
Marex Group Ltd 0.03% Reduce -0.3% 4,685 $951K
Keeley-Teton Advisors, LLC 0.12% Add +0.1% 4,681 $950K
Cantor Fitzgerald Investment Advisors L.P. 0.07% Add +0.3% 4,649 $943K
JSF Financial, LLC 0.29% Reduce -6.8% 4,634 $940K
Perissos Private Wealth Management, LLC 0.84% New 4,620 $937K
Capasso Planning Partners LLC 0.30% Reduce -32.9% 4,613 $936K
Tidal Investments LLC 0.01% Add +161.3% 4,604 $934K
Yost Capital Management, LP 1.56% New 4,600 $933K
Wade Financial Advisory, Inc 0.34% No change 4,598 $933K
HFG Advisors, Inc. 0.87% Reduce -7.1% 4,594 $932K
Key Financial Inc 0.22% Reduce -1.0% 4,591 $931K
Penn Capital Management Company, LLC 0.09% Add +0.8% 4,589 $931K
American National Bank & Trust 0.12% Add +5.3% 4,581 $929K
Next Capital Management LLC 0.39% Add +5.2% 4,615 $925K
HCR Wealth Advisors 0.13% Add +6.1% 4,544 $922K
Headlands Technologies LLC 0.10% New 4,544 $922K
SlateStone Wealth, LLC 0.10% Reduce -6.1% 4,541 $921K
Cedar Mountain Advisors, LLC 0.23% Reduce -8.0% 4,494 $912K
VeraBank, N.A. 0.28% Reduce -4.8% 4,479 $909K
Monograph Wealth Advisors, LLC 0.13% No change 4,472 $907K
NBW Capital LLC 0.18% Add +21.7% 4,464 $906K
Tranquility Partners, LLC 0.35% Reduce -33.5% 4,453 $903K
Channel Wealth LLC 0.33% New 4,452 $903K
CENTRAL TRUST Co 0.02% Reduce -8.0% 4,451 $903K
Evensky & Katz LLC 0.06% Add +19.7% 4,449 $903K
Morris Financial Concepts, Inc. 0.43% Reduce -2.5% 4,444 $902K
Strategic Advisors LLC 0.17% Add +37.1% 4,423 $897K
Broadview Financial Management, LLC 0.65% Add +0.3% 4,397 $892K
NCM Capital Management, LLC 0.47% Reduce -24.3% 4,390 $891K
Atlas Private Wealth Advisors 0.14% Add +79.9% 4,379 $888K
Stratos Investment Management, LLC 0.07% Add +0.4% 4,377 $888K
Aft, Forsyth & Company, Inc. 0.44% Add +0.0% 4,377 $888K
Nvest Financial, LLC 0.55% Add +16.9% 4,376 $888K
Howard Wealth Management, LLC 0.70% Reduce -3.0% 4,373 $887K
Parisi Gray Wealth Management 0.32% Add +7.3% 4,360 $885K
Atlas Brown,Inc. 0.32% Add +2.4% 4,358 $884K
EWG Elevate Inc. 0.32% Add +1.5% 4,358 $884K
Collective Family Office LLC 0.26% No change 4,357 $884K
Marshall Financial Group Inc. 0.29% Add +0.1% 4,332 $879K
CFO4Life Group, LLC 0.16% Add +3.5% 4,314 $875K
Mattern Wealth Management LLC 0.21% Reduce -1.1% 4,302 $873K
Lifeworks Advisors, LLC 0.24% Reduce -5.3% 4,299 $872K
Bragg Financial Advisors, Inc 0.04% Reduce -5.8% 4,290 $870K
Eagle Global Advisors LLC 0.05% Reduce -0.5% 4,287 $870K
First Interstate Bank 0.06% Add +0.8% 4,284 $869K
SOA Wealth Advisors, LLC. 0.17% Reduce -4.5% 4,278 $868K
Advisor Resource Council 1.13% Reduce -25.4% 19,949 $860K
Rf&l Wealth Management, LLC 0.65% No change 4,238 $860K
Personal Cfo Solutions, LLC 0.13% Reduce -95.7% 4,234 $859K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -1.9% 3,817 $857K
Bank of New Hampshire 0.22% No change 4,225 $857K
Breed's Hill Capital LLC 0.76% Add +1.3% 4,215 $855K
Ionic Capital Management LLC 0.68% No change 4,215 $855K
SCS Capital Management LLC 0.02% Reduce -32.2% 4,213 $855K
Narus Financial Partners, LLC 0.34% Add +0.6% 4,205 $853K
Poplar Forest Capital LLC 0.12% No change 4,197 $852K
World Investment Advisors 0.05% Add +120.7% 4,189 $850K
Castle Rock Wealth Management, LLC 0.21% Add +3.8% 4,221 $849K
Sachetta, LLC 0.37% Reduce -7.7% 3,811 $848K
Angeles Wealth Management, LLC 0.08% Add +19.2% 4,181 $848K
General Partner, Inc. 0.54% No change 4,176 $847K
Ironwood Financial, llc 0.19% Reduce -0.5% 4,157 $843K
Epic Trust Investment Advisors, LLC 0.93% Reduce -22.8% 4,151 $842K
Investment Partners Asset Management, Inc. 0.75% Add +8.6% 4,150 $842K
Csenge Advisory Group 0.05% Add +2.4% 4,146 $841K
Savior LLC 4.36% Reduce -13.6% 4,130 $838K
Elgethun Capital Management 0.21% Add +0.0% 4,127 $837K
Acorn Financial Advisory Services Inc. 0.16% Reduce -2.1% 4,124 $837K
Advisors Capital Management, LLC 0.01% Add +17.0% 4,093 $831K
JDM Financial Group LLC 0.56% Reduce -6.2% 4,096 $831K
Beirne Wealth Consulting Services, LLC 0.33% Add +0.2% 4,087 $830K
Autumn Glory Partners, LLC 0.42% No change 4,070 $826K
Heartwood Wealth Advisors LLC 0.10% No change 4,066 $825K
HTLF Bank 0.09% Reduce -1.1% 4,064 $825K
Smith Shellnut Wilson LLC 0.40% Add +69.9% 4,060 $824K
Burney Co./ 0.03% Reduce -0.4% 4,059 $824K
Northwest Wealth Management, LLC 0.21% Reduce -0.0% 4,053 $822K
Navalign, LLC 0.26% No change 4,052 $822K
Cassaday & Co Wealth Management LLC 0.03% Add +11.2% 4,018 $815K
Sharkey, Howes & Javer 0.13% Reduce -37.2% 4,009 $813K
Plan Group Financial, LLC 0.50% New 4,000 $812K
Montgomery Investment Management Inc. 0.32% No change 4,000 $812K
Corvex Management LP 0.04% Add +60.0% 4,000 $812K
Evernest Financial Advisors, LLC 0.36% Reduce -1.4% 3,991 $810K
Capital Investment Advisors, LLC 0.02% Add +4.7% 3,941 $800K
Investment Partners, LTD. 0.36% No change 3,939 $799K
Boston Trust Walden Corp 0.01% Reduce -13.8% 3,937 $799K
Gen-Wealth Partners Inc 0.39% Add +13.1% 3,930 $797K
Jackson Hole Capital Partners, LLC 0.18% No change 3,918 $795K
KCM Investment Advisors LLC 0.03% Add +4.5% 3,914 $794K
Tompkins Financial Corp. 0.08% Reduce -3.3% 3,909 $793K
Palisades Hudson Asset Management, L.P. 0.36% Add +0.0% 3,907 $793K
Woodmont Investment Counsel LLC 0.06% Reduce -6.6% 3,906 $793K
Pure Financial Advisors, LLC 0.02% Add +11.7% 3,903 $792K
Total Clarity Wealth Management, Inc. 0.27% Add +0.4% 3,899 $791K
WealthShield Partners, LLC 0.12% Add +9.6% 3,884 $788K
Van Cleef Asset Management,Inc 0.10% Reduce -23.2% 3,855 $782K
Thrive Wealth Management, LLC 0.15% Reduce -3.5% 3,848 $781K
Whalerock Point Partners, LLC 0.21% No change 3,837 $778K
Sentry LLC 0.14% Add +0.0% 3,832 $777K
Cooper/Haims Advisors, LLC 0.44% Add +0.0% 3,824 $776K
Trek Financial, LLC 0.06% Reduce -3.1% 3,822 $775K
Windsor Capital Management, LLC 0.24% Reduce -5.0% 3,820 $775K
Rockport Wealth LLC 0.33% Add +5.8% 3,819 $775K
Francis Financial, Inc. 0.23% Reduce -3.7% 3,809 $773K
Mma Asset Management LLC 0.36% Add +3.4% 3,800 $771K
Wealth Alliance, LLC 0.10% Reduce -4.1% 3,799 $771K
FDx Advisors, Inc. 0.21% Reduce -1.3% 3,789 $769K
Excalibur Management Corp. 0.31% Add +124.7% 3,790 $769K
MidAtlantic Capital Management, Inc. 0.64% No change 3,781 $767K
Orin Green Financial, LLC 0.35% New 3,781 $767K
Libra Wealth LLC 0.33% No change 3,775 $766K
Diversify Advisory Services, LLC 0.04% Reduce -96.9% 3,789 $763K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -16.2% 3,737 $758K
Alerus Financial NA 0.06% Reduce -0.8% 3,732 $757K
Wellington Shields Capital Management, LLC 0.14% No change 3,710 $753K
Modern Wealth Management, LLC 0.06% Reduce -34.4% 3,683 $747K
Facet Wealth, Inc. 0.02% Add +27.1% 3,357 $747K
Vawter Financial, Ltd. 0.51% Add +8.9% 3,679 $746K
Wealth Architects, LLC 0.09% Reduce -0.5% 3,653 $741K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +2.1% 3,651 $741K
Linscomb Wealth, Inc. 0.04% Reduce -2.2% 3,636 $738K
M. Kraus & Co 0.23% Add +3.6% 3,625 $735K
Worth Asset Management, LLC 0.44% New 3,623 $735K
Hall Kathryn A. 0.17% No change 3,622 $735K
Colonial Trust Advisors 0.07% Add +0.3% 3,622 $735K
Freedom Investment Management, Inc. 0.06% New 3,622 $735K
Bill Few Associates, Inc. 0.28% No change 3,615 $733K
Lutz Financial Services LLC 0.06% No change 3,613 $733K
Monterey Private Wealth, Inc. 0.27% Reduce -0.1% 3,610 $733K
Addison Capital Co 0.32% Add +3.4% 3,608 $732K
Sheaff Brock Investment Advisors, LLC 0.07% Reduce -24.9% 3,608 $732K
Brendel Financial Advisors LLC 0.46% New 3,602 $731K
Sage Mountain Advisors LLC 0.07% Add +31.6% 3,586 $728K
Balboa Wealth Partners 0.19% Reduce -6.5% 3,572 $725K
Townsend Asset Management Corp. /NC/ 0.28% Add +0.2% 3,566 $723K
Private Management Group Inc. 0.03% No change 3,564 $723K
Missouri Trust & Investment Co 0.27% Reduce -26.0% 3,562 $723K
Ameraudi Asset Management, Inc. 0.33% Reduce -0.0% 3,553 $721K
Verus Capital Partners, LLC 0.07% Add +8.5% 3,537 $718K
Loomis Sayles & Co. L P 0.00% Reduce -65.9% 3,521 $714K
Toth Financial Advisory Corp. 0.09% Add +0.4% 3,518 $714K
Fort Sheridan Advisors LLC 0.12% Add +2.6% 3,512 $712K
Denver PWM, LLC 0.28% Add +1.8% 3,485 $707K
Advance Capital Management, Inc. 0.03% Add +140.8% 3,482 $706K
Adell Harriman & Carpenter Inc. 0.05% Reduce -24.2% 3,477 $705K
Viewpoint Capital Management LLC 0.43% No change 3,472 $704K
CRA Financial Services, LLC 0.14% Reduce -0.7% 3,470 $704K
Prio Wealth Limited Partnership 0.02% Reduce -30.4% 3,458 $702K
Arvest Investments, Inc. 0.11% Reduce -1.6% 3,449 $700K
MRP Capital Investments, LLC 0.65% Add +2.1% 3,445 $699K
Tritonpoint Wealth, LLC 0.07% Add +0.2% 3,438 $698K
First Nebraska Trust Co 0.07% No change 3,435 $697K
Accel Wealth Management 0.28% Add +5.0% 3,426 $695K
Brown, Lisle/Cummings, Inc. 0.23% No change 3,425 $695K
First American Bank 0.05% No change 3,391 $688K
Wealth Dimensions Group, Ltd. 0.20% Add +0.1% 3,373 $684K
Finivi Inc. 0.57% Add +5.4% 3,371 $684K
Hennion & Walsh Asset Management, Inc. 0.04% No change 3,370 $684K
Formidable Asset Management, LLC 0.11% Add +30.7% 3,359 $682K
Ballew Advisors, Inc 0.45% Reduce -9.2% 3,137 $681K
Occidental Asset Management, LLC 0.12% Reduce -2.9% 3,345 $679K
Garda Capital Partners LP 0.36% Reduce -56.4% 3,342 $678K
World Equity Group, Inc. 0.20% Reduce -57.6% 3,333 $676K
Independent Advisor Alliance 0.02% No change 3,330 $676K
O'Brien Greene & Co. Inc 0.21% Reduce -2.4% 3,322 $674K
Investors Research Corp 0.16% No change 3,320 $674K
Koshinski Asset Management, Inc. 0.06% Add +2.9% 3,330 $671K
Ti-Trust, Inc. 0.52% No change 3,303 $670K
Abbrea Capital, LLC 0.09% Reduce -6.6% 3,301 $670K
Seven Mile Advisory 0.49% No change 3,300 $670K
PCA Investment Advisory Services Inc. 0.35% Reduce -89.1% 3,289 $667K
High Probability Advisors, LLC 0.12% No change 3,275 $664K
Smith Anglin Financial, LLC 0.07% Add +11.2% 3,273 $664K
Heritage Trust Co 0.09% Reduce -1.6% 3,268 $663K
American Investment Services, Inc. 0.12% Reduce -3.7% 3,265 $662K
Stage Harbor Financial, LLC 0.64% No change 3,259 $661K
RDA Financial Network 0.22% Reduce -0.0% 3,255 $660K
SeaCrest Wealth Management, LLC 0.08% Add +1.6% 3,251 $660K
Ritter Daniher Financial Advisory LLC / DE 0.21% Add +2.1% 3,245 $658K
Tiemann Investment Advisors, LLC 0.29% Add +0.0% 3,243 $658K
Center for Financial Planning, Inc. 0.09% No change 3,230 $655K
Baron Wealth Management LLC 0.34% Add +0.3% 3,229 $655K
Cascade Financial Partners, LLC 0.09% Reduce -0.9% 3,212 $652K
Clayton Financial Group LLC 0.28% Add +1.3% 3,094 $651K
Hoylecohen, LLC 0.05% Reduce -2.7% 3,205 $650K
Douglass Winthrop Advisors, LLC 0.01% Reduce -48.9% 3,198 $649K
Relative Value Partners Group, LLC 0.08% Add +59.7% 3,186 $646K
Lake Street Private Wealth, LLC 0.08% Add +14.8% 3,186 $646K
Shared Vision Wealth Group LLC 0.38% Add +9.0% 3,185 $646K
McGuire Investment Group, LLC 0.09% No change 3,185 $646K
CM Wealth Advisors LLC 0.30% Reduce -2.4% 3,150 $639K
City Center Advisors, LLC 0.75% No change 3,038 $639K
SOL Capital Management CO 0.08% Reduce -0.8% 3,142 $637K
Donaldson Capital Management, LLC 0.03% Reduce -1.0% 3,138 $637K
Copeland Capital Management, LLC 0.01% Add +702.0% 3,136 $636K
LaSalle St. Investment Advisors, LLC 0.32% Add +28.1% 3,136 $636K
AAF Wealth Management, LLC 0.33% Reduce -0.3% 3,134 $636K
Schneider Downs Wealth Management Advisors, LP 0.14% Reduce -1.0% 3,124 $634K
Vista Capital Partners, Inc. 0.08% No change 3,121 $633K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -24.1% 3,106 $630K
Bigelow Investment Advisors, LLC 0.30% Add +0.0% 3,106 $630K
Optivise Advisory Services LLC 0.34% — 3,095 $628K
Sard Wealth Management Group, LLC 0.44% Reduce -18.5% 3,088 $626K
Pioneer Trust Bank N A 0.17% Reduce -0.9% 3,085 $626K
Acima Private Wealth, LLC 0.23% No change 3,081 $625K
L & S Advisors Inc 0.08% Reduce -92.6% 3,076 $624K
SageView Advisory Group, LLC 0.04% Reduce -30.2% 3,067 $622K
Prairie Wealth Advisors, Inc. 0.31% Reduce -9.0% 3,056 $620K
Goldstein Advisors, LLC 0.10% No change 3,051 $619K
Cultivar Capital, Inc. 0.52% Add +0.5% 3,048 $618K
Smallwood Wealth Investment Management, LLC 0.48% No change 3,042 $617K
NWK Group, Inc. 0.26% Add +0.4% 3,039 $617K
Ellevest, Inc. 0.04% Add +16.3% 3,038 $616K
Upper Left Wealth Management, LLC 0.56% Add +13.4% 3,037 $616K
Macquarie Group Ltd. 0.00% Add +2993.9% 3,032 $616K
Integrated Investment Consultants, LLC 0.17% No change 2,922 $614K
CGN Advisors LLC 0.07% No change 3,015 $612K
Defender Capital, LLC. 0.21% Add +66.7% 3,000 $609K
Gilliland Jeter Wealth Management LLC 0.20% No change 3,000 $609K
Blodgett Wealth Advisors, LLC 0.52% Reduce -0.7% 2,995 $608K
Certified Advisory Corp 0.08% No change 2,991 $607K
Kovack Advisors, Inc. 0.07% Reduce -1.8% 2,982 $605K
Exchange Bank 0.51% Reduce -4.0% 2,971 $603K
Fairfield, Bush & Co. 0.36% Reduce -1.2% 2,967 $602K
Agate Pass Investment Management, LLC 0.32% Reduce -4.0% 2,958 $600K
Live Oak Private Wealth LLC 0.10% Reduce -1.9% 2,956 $600K
Breakwater Capital Group 0.14% Add +48.5% 2,950 $599K
Clarkston Capital Partners, LLC 0.01% No change 2,950 $599K
Marcum Wealth, LLC 0.06% Add +1.5% 2,943 $597K
Bison Wealth, LLC 0.10% No change 2,819 $593K
Mainstay Capital Management LLC 0.10% Reduce -44.4% 2,921 $593K
Forum Financial Management, LP 0.01% Add +0.1% 2,917 $592K
AlphaCore Capital LLC 0.14% Reduce -12.3% 2,915 $591K
Narwhal Capital Management 0.06% Reduce -0.1% 2,904 $589K
Twinbeech Capital LP 0.01% New 2,896 $588K
TAGStone Capital, Inc. 0.33% Reduce -3.2% 2,887 $586K
Retirement Planning Group, LLC 0.04% Reduce -1.1% 2,888 $586K
Chesapeake Asset Management LLC 0.56% Reduce -5.9% 2,886 $586K
LGT Financial Advisors LLC 1.23% Reduce -16.2% 2,883 $585K
Capital Asset Advisory Services LLC 0.03% Reduce -0.6% 2,904 $585K
Round Rock Advisors LLC 0.14% Reduce -4.2% 2,875 $583K
Cherry Tree Wealth Management, LLC 0.15% Reduce -5.9% 2,872 $583K
Drexel Morgan & Co. 0.12% No change 2,866 $581K
Jordan Park Group LLC 0.04% Reduce -10.4% 2,865 $581K
Fortitude Family Office, LLC 0.33% No change 2,859 $580K
ABLE Financial Group, LLC 0.21% Reduce -14.0% 2,844 $577K
Mengis Capital Management, Inc. 0.12% Reduce -5.8% 2,831 $575K
Gradient Investments LLC 0.01% Add +327.0% 2,831 $574K
Dana Investment Advisors, Inc. 0.02% Reduce -1.4% 2,826 $573K
Whitaker-Myers Wealth Managers, LTD. 0.21% Reduce -46.9% 2,820 $572K
Cynosure Group, LLC 0.09% Reduce -22.4% 2,818 $572K
Sonora Investment Management Group, LLC 0.05% No change 2,718 $572K
Soltis Investment Advisors LLC 0.06% Reduce -6.0% 2,798 $568K
United Bank 0.07% Add +1.8% 2,791 $566K
Thomasville National Bank 0.05% Reduce -4.3% 2,791 $566K
Sollinda Capital Management LLC 0.17% Reduce -93.7% 2,784 $565K
Dynasty Wealth Management, LLC 0.02% Reduce -3.4% 2,775 $563K
MB Generational Wealth, LLC 0.43% No change 2,765 $561K
Paloma Partners Management Co 0.06% New 2,763 $561K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% Add +2.3% 2,760 $560K
Birmingham Capital Management Co. Inc. 0.22% No change 2,755 $559K
Insight Advisors, LLC/ PA 0.10% Reduce -1.9% 2,754 $559K
Riverwater Partners LLC 0.41% Add +0.3% 2,748 $558K
Transform Wealth, LLC 0.04% Add +17.6% 2,736 $555K
Forza Wealth Management, LLC 0.29% No change 2,732 $554K
V2 Financial group LLC 0.37% Add +10.3% 2,491 $552K
Ullmann Wealth Partners Group, LLC 0.08% Add +11.9% 2,718 $551K
Strategic Blueprint, LLC 0.04% Add +19.7% 2,709 $550K
InTrack Investment Management Inc 0.39% New 2,708 $549K
Strategic Financial Services, Inc. 0.03% Add +40.3% 2,708 $549K
Armstrong Advisory Group, Inc. 0.05% Reduce -96.8% 2,688 $545K
Cyndeo Wealth Partners, LLC 0.04% Reduce -0.2% 2,666 $541K
JNBA Financial Advisors 0.06% Reduce -4.6% 2,660 $540K
SouthState Bank Corp 0.04% Reduce -3.6% 2,652 $538K
Allegheny Financial Group 0.15% Add +0.7% 2,651 $538K
Swmg, LLC 0.24% Reduce -97.4% 2,650 $538K
Concorde Asset Management, LLC 0.33% Reduce -15.8% 2,635 $535K
Stockman Wealth Management, Inc. 0.09% Reduce -0.8% 2,634 $534K
RPS Advisory Solutions LLC 0.49% — 2,631 $534K
Shepherd Financial Partners LLC 0.07% Reduce -1.8% 2,630 $534K
United Community Bank 0.22% Reduce -40.1% 2,626 $533K
Israel Discount Bank of New York 0.85% Reduce -28.7% 2,625 $533K
Winthrop Advisory Group LLC 0.07% Add +0.9% 2,617 $531K
Lynch & Associates 0.12% No change 2,600 $528K
Frank, Rimerman Advisors LLC 0.04% No change 2,591 $526K
Chesley Taft & Associates LLC 0.03% Reduce -4.8% 2,577 $523K
Plante Moran Financial Advisors, LLC 0.05% Reduce -16.2% 2,560 $519K
Pathway Financial Advisors LLC 0.14% No change 2,556 $519K
ELCO Management Co., LLC 0.30% Add +34.1% 2,555 $518K
McAdam, LLC 0.03% Reduce -7.4% 2,550 $517K
Quattro Financial Advisors LLC 0.14% No change 2,550 $517K
Urban Financial Advisory Corp 0.32% Reduce -7.4% 2,549 $517K
Marshall Wace, LLP 0.00% Reduce -96.0% 2,546 $517K
Bluesphere Advisors LLC 0.26% Add +1.5% 2,541 $516K
Chapin Davis, Inc. 0.18% Reduce -2.0% 2,540 $515K
Old Second National Bank of Aurora 0.13% Reduce -16.7% 2,528 $513K
Riggs Asset Managment Co. Inc. 0.15% Reduce -89.6% 2,520 $511K
Interchange Capital Partners, LLC 0.19% New 2,518 $511K
Heritage Investment Group, Inc. 0.07% No change 2,513 $510K
SeaBridge Investment Advisors LLC 0.13% New 2,510 $509K
Forte Capital LLC 0.06% Reduce -6.2% 2,501 $507K
East Coast Asset Management, LLC. 0.18% No change 2,501 $507K
Stablepoint Partners, LLC 0.10% Reduce -27.3% 2,288 $507K
Allstate Corp. 0.04% No change 2,500 $507K
FSC Wealth Advisors, LLC 0.37% Reduce -95.7% 2,499 $507K
SkyView Investment Advisors, LLC 0.09% No change 2,500 $507K
Advus Financial Partners, LLC 0.15% No change 2,490 $505K
McCarthy & Cox 0.19% Add +0.0% 2,486 $504K
Founders Financial Securities LLC 0.05% Add +37.5% 2,477 $503K
Jaffetilchin Investment Partners, LLC 0.04% Reduce -3.5% 2,476 $502K
Raab & Moskowitz Asset Management LLC 0.14% Reduce -0.8% 2,475 $502K
Ciovacco Capital Management LLC 0.32% Reduce -3.4% 2,469 $501K
Mascoma Wealth Management LLC 0.13% Reduce -0.8% 2,463 $500K
Northwest Bancshares, Inc. 0.08% Reduce -2.0% 2,448 $497K
Arq Wealth Advisors, LLC 0.21% Add +20.5% 2,437 $494K
James J. Burns & Company, LLC 0.10% Add +59.5% 2,423 $492K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -0.3% 2,415 $490K
Stelac Advisory Services LLC 0.21% Add +2.8% 2,411 $489K
CW Advisors, LLC 0.01% Add +21.1% 2,408 $489K
Plancorp, LLC 0.02% Add +3.6% 2,401 $487K
Financial Management Network Inc. 0.12% Reduce -0.1% 2,421 $486K
FSM Wealth Advisors, LLC 0.16% Add +0.2% 2,394 $486K
RPG Investment Advisory, LLC 0.07% Add +6.5% 2,391 $485K
First Heartland Consultants, Inc. 0.05% Reduce -21.4% 2,385 $484K
Retirement Investment Advisors, Inc. 0.06% — 2,384 $484K
GAMMA Investing LLC 0.07% Add +7.3% 2,383 $484K
SkyOak Wealth, LLC 0.11% Add +25.5% 2,374 $482K
Financial Perspectives, Inc 0.18% Add +10.3% 2,372 $481K
Financial Partners Group, Inc 0.08% Reduce -0.1% 2,370 $481K
Intelligence Driven Advisers, LLC 0.07% New 2,363 $479K
Ritholtz Wealth Management 0.02% Add +57.0% 2,360 $479K
RFP Financial Group LLC 0.18% Reduce -26.4% 2,348 $476K
PGIM Custom Harvest LLC 0.01% Add +10.7% 2,344 $476K
Nichols & Pratt Advisers LLP 0.03% Reduce -48.5% 2,340 $475K
TFG Advisers LLC 0.18% Add +0.2% 2,334 $474K
Thompson Davis & Co., Inc. 0.41% Add +0.8% 2,330 $473K
Dearborn Partners LLC 0.02% Add +75.2% 2,329 $473K
Tran Capital Management, L.P. 0.05% Add +13.4% 2,325 $472K
Legal & General Group Plc 0.00% New 2,322 $471K
TBH Global Asset Management, LLC 0.10% Reduce -40.8% 2,320 $471K
Leo Wealth, LLC 0.05% Reduce -2.9% 2,319 $470K
Plotkin Financial Advisors, LLC 0.30% Reduce -3.7% 2,318 $470K
Quadrant Private Wealth Management, LLC 0.11% Reduce -3.7% 2,312 $469K
Inspire Advisors, LLC 0.06% New 2,310 $469K
Berkeley Capital Partners, LLC 0.14% No change 2,308 $468K
Bank Hapoalim BM 0.07% Add +0.7% 2,306 $468K
Bar Harbor Wealth Management 0.03% Reduce -3.4% 2,306 $468K
Pallas Capital Advisors LLC 0.02% Reduce -5.4% 2,146 $468K
Sage Financial Group Inc. 0.04% No change 2,303 $467K
Stone Summit Wealth LLC 0.17% Add +0.0% 2,299 $466K
Integral Investment Advisors, Inc. 0.17% Add +12.8% 2,308 $466K
Fiduciary Alliance LLC 0.08% Add +4.6% 2,306 $465K
J. Safra Sarasin Holding AG 0.01% — 2,292 $465K
Tradewinds, LLC. 0.14% New 2,290 $465K
Fortis Capital Advisors, LLC 0.17% Reduce -76.7% 2,282 $463K
Coastwise Capital Group, LLC 0.45% Add +75.6% 2,278 $462K
St. Clair Advisors, LLC 0.15% Reduce -18.0% 2,277 $462K
McDonald Partners LLC 0.12% Reduce -1.2% 2,271 $461K
Friedenthal Financial 0.29% Reduce -38.2% 2,268 $460K
Pitcairn Co. 0.03% Add +15.7% 2,268 $460K
LMCG Investments, LLC 0.03% Reduce -87.6% 2,260 $459K
Vanguard Personalized Indexing Management, LLC 0.01% New 2,239 $454K
Northwest Financial Advisors 0.46% Add +0.1% 2,238 $454K
Octavia Wealth Advisors, LLC 0.06% Reduce -0.8% 2,235 $453K
Wealthquest Corp 0.05% Reduce -9.2% 2,232 $453K
Penney Financial, LLC 0.33% No change 2,228 $452K
Victory Financial Group, LLC 0.21% Add +2.5% 2,223 $451K
Teamwork Financial Advisors, LLC 0.07% Reduce -96.1% 2,221 $451K
Mirador Capital Partners LP 0.08% Reduce -89.6% 2,215 $449K
Jackson Square Capital, LLC 0.11% Reduce -3.0% 2,206 $448K
Howland Capital Management LLC 0.02% Add +29.3% 2,206 $448K
Ironwood Investment Counsel, LLC 0.08% Reduce -2.2% 2,205 $447K
First Bank & Trust 0.09% Add +16.2% 2,200 $446K
West Paces Advisors Inc. 0.12% No change 2,197 $446K
HBW Advisory Services LLC 0.07% New 2,195 $445K
Ellis Investment Partners, LLC 0.09% Reduce -0.6% 2,190 $444K
Householder Group Estate & Retirement Specialist, LLC 0.12% Reduce -18.3% 2,187 $443K
Rockbridge Investment Management, LCC 0.06% Add +29.7% 2,183 $443K
SFG Wealth Management, LLC. 0.25% Reduce -4.1% 2,168 $440K
Madison Wealth Partners, Inc 0.15% Reduce -9.7% 2,165 $439K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -10.2% 1,944 $439K
Noble Family Wealth, LLC 0.13% No change 2,160 $438K
KRS Capital Management, LLC 0.33% Reduce -5.3% 2,156 $438K
Omega Financial Group, LLC 0.18% Add +0.2% 2,156 $437K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -0.4% 2,154 $437K
Clifford Swan Investment Counsel LLC 0.02% No change 2,151 $436K
Tempus Wealth Planning, LLC 0.18% Reduce -1.1% 2,149 $436K
Concord Wealth Partners 0.08% Reduce -2.8% 2,143 $435K
Biltmore Family Office, LLC 0.08% No change 2,135 $433K
Meridian Management Co. 0.12% No change 2,128 $432K
Kohmann Bosshard Financial Services, LLC 0.06% Add +2.1% 2,126 $431K
Mason & Associates, LLC 0.14% Reduce -80.5% 2,114 $429K
Cypress Financial Planning LLC 0.18% Add +24.6% 2,113 $429K
Macroview Investment Management LLC 0.46% Add +63.6% 2,109 $428K
Embree Financial Group 0.08% Reduce -47.0% 2,108 $428K
Everhart Financial Group, Inc. 0.11% Add +7.5% 2,224 $427K
Trillium Asset Management, LLC 0.01% No change 2,106 $427K
Mayfair Advisory Group, LLC 0.29% No change 2,002 $427K
Integris Wealth Management, LLC 0.12% No change 2,100 $426K
Capital Market Strategies LLC 0.27% Add +5.0% 2,096 $425K
Palo Alto Wealth Advisors, LLC 0.29% Add +0.3% 2,089 $424K
Gables Capital Management Inc. 0.22% Add +22.2% 2,078 $422K
Private Capital Management, LLC 0.05% No change 2,077 $421K
Fourpath Capital Management, LLC 0.31% Reduce -1.1% 2,076 $421K
PVG Asset Management Corp. 1.67% — 2,074 $421K
Concourse Financial Group Securities, Inc. 0.03% Reduce -78.9% 2,074 $421K
CNB Bank 0.20% Reduce -13.4% 2,063 $419K
Destiny Wealth Partners, LLC 0.08% No change 2,061 $418K
Financial Insights, Inc. 0.12% No change 2,059 $418K
Market Street Wealth Management Advisors LLC 0.07% No change 2,053 $417K
StoneCrest Wealth Management, Inc. 0.32% Reduce -10.8% 2,053 $417K
Beaton Management Co. Inc. 0.22% No change 2,050 $416K
Vickerman Investment Advisors, Inc. 0.13% Reduce -1.0% 2,047 $415K
Main Street Financial Solutions, LLC 0.04% Add +3.1% 2,043 $414K
Vista Investment Management 0.17% No change 2,026 $411K
Parsons Capital Management Inc. 0.03% Reduce -7.4% 2,022 $410K
Redmont Wealth Advisors LLC 0.65% Add +10.8% 2,021 $410K
Evoke Wealth, LLC 0.60% Reduce -92.2% 2,011 $408K
Keb Asset Management, LLC 0.14% No change 2,011 $408K
Meritage Portfolio Management 0.03% Add +0.8% 2,011 $408K
Afg Fiduciary Services Limited Partnership 0.29% Reduce -1.3% 1,851 $408K
Goelzer Investment Management, Inc. 0.02% Reduce -21.8% 2,009 $408K
Midwest Financial Group LLC 0.26% Add +76.6% 2,004 $407K
Lunt Capital Management, Inc. 0.20% Add +1.8% 2,005 $407K
Rice Partnership, LLC 0.09% Add +0.6% 2,002 $406K
Colonial Trust Co / SC 0.07% Add +30.0% 2,001 $406K
Concentric Wealth Management, LLC 0.11% No change 1,993 $404K
360 Financial, Inc. 0.15% Add +13.9% 1,989 $404K
Warner Financial, Inc. 0.20% Add +0.1% 1,988 $403K
Atlantic Union Bankshares Corp 0.03% Add +17.8% 1,985 $403K
Brown Financial Advisory 0.31% No change 1,980 $402K
IAG Wealth Partners, LLC 0.08% Reduce -4.3% 1,979 $402K
Hummer Financial Advisory Services Inc 0.35% No change 1,975 $401K
Abacus Wealth Partners, LLC 0.07% Reduce -6.6% 1,969 $399K
Cahaba Wealth Management, Inc. 0.04% Add +0.2% 1,968 $399K
Sharp Wealth Advisory, LLC 0.34% Reduce -40.6% 1,965 $399K
Uptick Partners, LLC 0.31% No change 1,891 $398K
Up Strategic Wealth Investment Advisors LLC 0.60% No change 1,960 $398K
Bedell Frazier Investment Counselling, LLC 0.10% Reduce -56.5% 1,958 $397K
High Net Worth Advisory Group LLC 0.12% No change 1,953 $396K
Nilsine Partners, LLC 0.05% No change 1,951 $396K
Zullo Investment Group, Inc. 0.17% Add +0.2% 1,946 $395K
Earned Wealth Advisors, LLC 0.15% Add +0.1% 1,944 $394K
Wagner Wealth Management, LLC 0.12% Reduce -0.1% 1,941 $394K
Staley Capital Advisers Inc. 0.02% No change 1,941 $394K
Meadow Creek Wealth Advisors LLC 0.37% No change 1,938 $393K
Lion Street Advisors, LLC 0.14% Add +37.5% 1,927 $391K
Guidance Point Advisors, LLC 0.13% Add +0.2% 1,907 $387K
Stegner Investment Associates Inc. 0.28% Reduce -11.3% 1,905 $387K
Tennessee Valley Asset Management Partners 0.07% Add +25.0% 1,904 $386K
Register Financial Advisors LLC 0.20% Add +0.6% 1,902 $386K
Hohimer Wealth Management, LLC 0.09% No change 1,900 $385K
DORCHESTER WEALTH MANAGEMENT Co 0.07% No change 1,900 $385K
Trust Co. of Vermont 0.02% Add +12.4% 1,900 $385K
Baker Avenue Asset Management, LP 0.01% Reduce -5.7% 1,899 $385K
Latitude Advisors, LLC 0.23% Reduce -3.6% 1,896 $385K
Kolinsky Wealth Management, LLC 0.27% Add +13.4% 1,889 $383K
GHP Investment Advisors, Inc. 0.02% Add +1.9% 1,879 $381K
Rise Advisors, LLC 0.20% Reduce -0.6% 1,873 $380K
Bangor Savings Bank 0.04% Reduce -0.2% 1,866 $379K
D. Scott Neal, Inc. 0.21% No change 1,860 $377K
Northeast Investment Management 0.02% Add +0.5% 1,857 $377K
Heritage Financial Services, LLC 0.05% Reduce -0.2% 1,857 $377K
Strategies Wealth Advisors, LLC 0.05% Add +35.6% 1,856 $377K
Samalin Investment Counsel, LLC 0.18% Add +9.5% 1,850 $375K
Trust Co. of Oklahoma 0.13% No change 1,850 $375K
ProVise Management Group, LLC 0.03% Reduce -31.8% 1,849 $375K
Roundview Capital LLC 0.03% Reduce -0.8% 1,845 $374K
Schrum Private Wealth Management LLC 0.34% No change 1,845 $374K
Spotlight Asset Group, Inc. 0.26% No change 1,842 $374K
Wealthgarden F.S. LLC 0.39% — 1,841 $374K
Conservest Capital Advisors, Inc. 0.04% Reduce -21.6% 1,771 $372K
Madden Advisory Services, Inc. 0.19% Add +2.6% 1,828 $371K
Performance Wealth Partners, LLC 0.01% Reduce -31.5% 1,819 $369K
Consolidated Portfolio Review Corp 0.09% Add +23.2% 1,798 $365K
Fiduciary Group, LLC 0.04% Reduce -6.0% 1,795 $364K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -42.8% 1,791 $363K
First County Bank 0.19% Reduce -54.8% 1,790 $363K
Independent Wealth Network Inc. 0.17% Add +8.8% 1,782 $362K
First City Capital Management, Inc. 0.20% Reduce -17.3% 1,781 $361K
My Legacy Advisors, LLC 0.12% Add +10.4% 1,776 $360K
WESPAC Advisors, LLC 0.28% Reduce -9.0% 1,775 $360K
Amplius Wealth Advisors, LLC 0.04% No change 1,775 $360K
Flower City Capital 0.23% Reduce -9.1% 1,768 $359K
Sage Capital Management, LLC 0.19% Add +0.2% 1,766 $358K
Forum Private Client Group LLC 0.17% Reduce -16.1% 1,761 $357K
Significant Wealth Partners LLC 0.20% Add +9.1% 1,759 $357K
Magnus Financial Group LLC 0.04% Reduce -0.3% 1,759 $357K
Encompass Wealth Advisors, LLC 0.10% No change 1,758 $357K
Maripau Wealth Management LLC 0.24% Reduce -24.9% 1,757 $356K
LM Advisors LLC 0.07% Reduce -78.2% 1,751 $355K
Patriot Financial Group Insurance Agency, LLC 0.05% Reduce -1.8% 1,748 $355K
Annex Advisory Services, LLC 0.01% Add +15.2% 1,746 $354K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% New 1,740 $354K
Clark Asset Management, LLC 0.10% New 1,736 $352K
Professional Advisory Services Inc. 0.04% No change 1,735 $352K
True Vision MN LLC 0.23% No change 1,727 $350K
Nicholas Wealth, LLC. 0.25% Reduce -10.9% 1,721 $349K
Argus Investors' Counsel, Inc. 0.21% Reduce -0.3% 1,720 $349K
Quent Capital, LLC 0.04% Add +0.6% 1,717 $348K
Advocate Group LLC 0.07% No change 1,716 $348K
Lantz Financial LLC 0.11% New 1,715 $348K
Sprinkle Financial Consultants LLC 0.27% Add +40.1% 1,714 $348K
Successful Portfolios LLC 0.24% Reduce -4.5% 1,711 $347K
Flagship Private Wealth, LLC 0.20% Reduce -4.9% 1,707 $346K
SignalPoint Asset Management, LLC 0.09% Reduce -5.2% 1,704 $346K
Mystic Asset Management, Inc. 0.14% Add +11.9% 1,700 $345K
Avalon Trust Co 0.03% Reduce -14.2% 1,700 $345K
Bank of Hawaii 0.02% Reduce -2.5% 1,697 $344K
Canal Capital Management, LLC 0.06% Add +0.2% 1,696 $344K
Kaizen Financial Strategies 0.21% Add +21.4% 1,544 $344K
Rockwood Wealth Management, LLC 0.04% Add +9.3% 1,683 $341K
Lee Danner & Bass Inc. 0.03% — 1,680 $341K
Journey Strategic Wealth LLC 0.01% Reduce -74.5% 1,679 $341K
Horizon Investments, LLC 0.01% Add +2.2% 1,673 $339K
Napatree Capital LLC 0.28% Reduce -5.0% 1,672 $339K
Texas Capital Bank Wealth Management Services Inc 0.04% Reduce -4.2% 1,671 $339K
Cim Investment Management Inc. 0.10% Reduce -32.7% 1,670 $339K
Peoples Bank 0.26% No change 1,669 $339K
Prosperity Planning, Inc. 0.12% Reduce -7.5% 1,666 $338K
Xcel Wealth Management, LLC 0.11% Add +3.1% 1,658 $336K
Wunderlich Capital Managemnt 0.15% Add +1.3% 1,656 $336K
Aurora Private Wealth, Inc. 0.29% Reduce -1.3% 1,652 $335K
Pettinga Financial Advisors LLC 0.08% Add +6.5% 1,650 $335K
EPIQ Capital Group, LLC 0.12% Add +24.6% 1,649 $335K
Saiph Capital, LLC 0.15% Reduce -2.9% 1,648 $334K
LexAurum Advisors, LLC 0.08% No change 1,648 $334K
Sovereign Financial Group, Inc. 0.08% Reduce -5.2% 1,647 $334K
Financial Gravity Asset Management, Inc. 0.08% Add +162.9% 1,646 $334K
Inlet Private Wealth, LLC 0.09% Add +30.5% 1,644 $334K
Logan Capital Management Inc. 0.01% No change 1,640 $333K
Rothschild Wealth LLC 0.11% New 1,639 $333K
Berger Financial Group, Inc 0.03% Add +63.3% 1,638 $332K
Xponance LLC 0.00% Reduce -29.6% 1,634 $332K
Austin Wealth Management, LLC 0.08% New 1,572 $331K
Sax Wealth Advisors, LLC 0.03% Add +13.4% 1,626 $330K
Cary Street Partners Asset Management LLC 0.05% Add +12.8% 1,616 $328K
Peak Planning Group, LLC 0.16% New 1,615 $328K
Wescott Financial Advisory Group, LLC 0.04% Add +0.2% 1,612 $327K
Harrington Investments, INC 0.19% Reduce -15.7% 1,610 $327K
Truepoint, Inc. 0.01% Add +6.6% 1,606 $326K
Waypoint Capital Advisors, LLC 0.08% Reduce -27.2% 1,605 $326K
Fairview Capital Investment Management, LLC 0.02% Reduce -16.2% 1,603 $325K
DRW Securities, LLC 0.02% Reduce -80.0% 1,602 $325K
Ransom Advisory, Ltd 0.16% Add +8.8% 1,600 $325K
Rovin Capital /Ut/ 0.14% No change 1,595 $324K
Nicollet Investment Management, Inc. 0.12% No change 1,599 $324K
Tenon Financial LLC 0.25% No change 1,591 $323K
Calton & Associates, Inc. 0.16% Reduce -21.6% 1,588 $322K
PrairieView Partners, LLC 0.04% Add +29.9% 1,590 $322K
AllSquare Wealth Management LLC 0.19% Add +12.0% 1,583 $321K
S.A. Mason LLC 0.18% Reduce -2.8% 1,580 $321K
Howard Financial Services, LTD. 0.05% Reduce -2.3% 1,578 $320K
Kades & Cheifetz LLC 0.20% Add +0.3% 1,573 $319K
KilterHowling LLC 0.22% No change 1,571 $319K
Paragon Financial Partners, Inc. 0.25% Add +3.1% 1,571 $319K
Clare Market Investments LLC 0.09% Reduce -1.6% 1,570 $318K
Horrell Capital Management, Inc. 0.09% No change 1,558 $316K
Navis Wealth Advisors, LLC 0.36% Add +20.6% 1,550 $315K
Roanoke Asset Management Corp./ NY 0.10% Add +3.3% 1,545 $313K
Armor Investment Advisors, LLC 0.14% No change 1,529 $310K
Atlantic Edge Private Wealth Management, LLC 0.10% Reduce -8.5% 1,521 $309K
Insight Wealth Strategies, LLC 0.04% Add +0.9% 1,516 $308K
Mine & Arao Wealth Creation & Management, LLC. 0.15% Reduce -3.1% 1,516 $308K
Nantahala Capital Management, LLC 0.03% New 1,516 $308K
Retirement Planning Co of New England, Inc. 0.17% Reduce -7.9% 1,515 $307K
Elevatus Welath Management 0.11% No change 1,508 $306K
BOS Asset Management, LLC 0.14% Reduce -14.8% 1,507 $306K
Flaharty Asset Management, LLC 0.05% Reduce -55.0% 1,507 $306K
Ashton Thomas Securities, LLC 0.07% — 1,517 $306K
Buffington Mohr McNeal 0.05% No change 1,505 $305K
Breakwater Investment Management 0.14% No change 1,504 $305K
Sabby Management, LLC 4.53% New 1,500 $304K
Stokes Family Office, LLC 0.04% No change 1,500 $304K
Marshall Financial Group, LLC 0.09% No change 1,499 $304K
TCI Wealth Advisors, Inc. 0.03% Add +0.3% 1,495 $303K
180 Wealth Advisors, LLC 0.05% Add +5.2% 1,436 $302K
FC Advisory LLC 0.11% Add +0.1% 1,487 $302K
Fortitude Advisory Group L.L.C. 0.18% Reduce -0.3% 1,475 $299K
Signet Financial Management, LLC 0.04% Reduce -16.9% 1,475 $299K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +0.1% 1,474 $299K
McCollum Christoferson Group LLC 0.09% Reduce -6.5% 1,472 $299K
KWB Wealth 0.04% No change 1,420 $299K
Investmark Advisory Group LLC 0.16% Add +2.4% 1,470 $298K
Flagstone Financial Management 0.11% No change 1,465 $297K
Ledyard National Bank 0.03% Reduce -10.4% 1,464 $297K
Sheets Smith Wealth Management 0.04% Reduce -87.2% 1,450 $294K
Adirondack Trust Co. 0.12% No change 1,448 $294K
Collaborative Wealth Managment Inc. 0.14% Add +4.3% 1,437 $292K
TD Asset Management Inc 0.00% No change 1,437 $292K
Patten Group, Inc. 0.07% Add +11.7% 1,431 $290K
Sapient Capital LLC 0.01% No change 1,428 $290K
Global Wealth Management Investment Advisory, Inc. 0.07% Add +8.0% 1,421 $288K
Zacks Investment Management 0.00% Reduce -25.0% 1,421 $288K
Beacon Financial Group 0.03% Reduce -6.9% 1,418 $288K
Valley Forge Investment Consultants Inc. Adv 0.11% Reduce -0.3% 1,416 $287K
REDW Wealth LLC 0.08% No change 1,416 $287K
ARS Wealth Advisors Group, LLC 0.04% No change 1,416 $287K
Trueblood Wealth Management, LLC 0.16% No change 1,414 $287K
Castle Wealth Management LLC 0.14% Add +8.3% 1,413 $287K
New England Professional Planning Group Inc. 0.15% Add +0.1% 1,410 $286K
Burford Brothers, Inc. 0.17% Add +10.8% 1,404 $285K
Fayez Sarofim & Co 0.00% New 1,403 $285K
Romano Brothers and Company 0.04% Add +3.2% 1,402 $284K
Dohj, LLC 0.07% No change 1,400 $284K
Strait & Sound Wealth Management LLC 0.14% Add +2.6% 1,395 $283K
Frisch Financial Group, Inc. 0.09% Add +0.1% 1,384 $281K
Windsor Advisory Group, LLC 0.56% No change 1,382 $280K
River Street Advisors LLC 0.17% New 1,382 $280K
Bell Bank 0.02% No change 1,379 $280K
Greenfield Savings Bank 0.14% Add +36.5% 1,377 $279K
Shelton Capital Management 0.01% Add +0.9% 1,371 $278K
NFSG Corp 0.10% Reduce -44.3% 1,362 $276K
Interactive Financial Advisors, Inc. 0.15% Add +0.1% 1,361 $276K
Wealthspire Retirement, LLC 0.02% Reduce -25.3% 1,350 $274K
Pps&v Asset Management Consultants, Inc. 0.20% No change 1,350 $274K
FLC Capital Advisors 0.07% No change 1,345 $273K
Asio Capital, LLC 0.06% No change 1,343 $272K
BCGM Wealth Management, LLC 0.09% Add +0.1% 1,328 $269K
Wedgewood Investors Inc. 0.32% — 1,324 $269K
ForthRight Wealth Management, LLC 0.10% Reduce -13.8% 1,323 $268K
City State Bank 0.11% Reduce -3.3% 1,322 $268K
True North Advisors, LLC 0.07% No change 1,319 $268K
SP Asset Management LLC 0.02% Add +0.3% 1,318 $267K
Glassman Wealth Services 0.05% Reduce -8.6% 1,318 $267K
Acorn Wealth Advisors, LLC 0.13% Add +3.6% 1,314 $267K
Mitchell McLeod Pugh & Williams Inc. 0.06% No change 1,314 $267K
Retirement Income Solutions, Inc. 0.06% Reduce -20.8% 1,313 $266K
Kennicott Capital Management LLC 0.11% No change 1,312 $266K
Community Bank of Raymore 0.21% No change 1,309 $266K
Hayek Kallen Investment Management 0.10% No change 1,305 $265K
TNF LLC 0.10% No change 1,216 $265K
Newman Dignan & Sheerar, Inc. 0.07% Add +2.2% 1,303 $264K
Gerber, LLC 0.21% Reduce -29.1% 1,301 $264K
Polymer Capital Management (HK) LTD 0.05% Reduce -31.6% 1,300 $264K
JGP Wealth Management, LLC 0.04% No change 1,295 $263K
Grant Street Asset Management, Inc. 0.08% No change 1,294 $263K
Front Street Capital Management, Inc. 0.05% Reduce -7.8% 1,288 $261K
Asset Allocation & Management Company, LLC 0.17% Reduce -32.3% 1,271 $258K
Financial Connections Group, Inc. 0.13% New 1,268 $257K
Stevard, LLC 0.22% Add +8.7% 1,259 $255K
Horan Capital Advisors, LLC. 0.09% No change 1,257 $255K
Aptus Capital Advisors, LLC 0.00% Reduce -70.5% 1,255 $255K
Miramar Capital, LLC 0.06% No change 1,250 $254K
Capital Planning Advisors, LLC 0.04% No change 1,250 $254K
Lincoln Capital LLC 0.06% No change 1,246 $253K
Zuckerman Investment Group, LLC 0.03% No change 1,245 $253K
Cypress Wealth Services, LLC 0.06% No change 1,243 $252K
Onyx Bridge Wealth Group LLC 0.04% No change 1,242 $252K
Fairman Group, LLC 0.26% Add +1.1% 1,242 $252K
Wolff Wiese Magana LLC 0.20% Add +6.0% 1,241 $252K
Buckhead Capital Management LLC 0.08% Add +23.4% 1,234 $250K
Picton Mahoney Asset Management 0.01% Reduce -4.7% 1,230 $250K
Ascent Group, LLC 0.02% New 1,226 $249K
Van Strum & Towne Inc. 0.09% No change 1,225 $249K
Rakuten Securities, Inc. 0.11% Add +71.8% 1,225 $249K
Strata Wealth Advisors, LLC 0.09% Reduce -22.5% 1,217 $247K
Burns Matteson Capital Management, LLC 0.15% No change 1,214 $246K
Running Point Capital Advisors, LLC 0.10% No change 1,213 $246K
Cliffwater LLC 0.05% No change 1,213 $246K
Madison Asset Management, LLC 0.00% No change 1,211 $246K
Wealth Advisors of Tampa Bay, LLC 0.11% Add +1.5% 1,205 $244K
TrinityPoint Wealth, LLC 0.04% Reduce -1.7% 1,204 $244K
Elk River Wealth Management LLC 0.05% No change 1,202 $244K
GeoWealth Management, LLC 0.01% Reduce -1.0% 1,202 $244K
Beaumont Financial Advisors, LLC 0.02% Add +0.1% 1,201 $244K
CFM Wealth Partners LLC 0.04% New 1,199 $243K
Principle Wealth Partners LLC 0.02% No change 1,194 $242K
Catalina Capital Group, LLC 0.09% Reduce -7.3% 1,187 $241K
Atlas Capital Advisors Inc. 0.03% Add +56.8% 1,184 $240K
ZWJ Investment Counsel Inc. 0.01% New 1,184 $240K
First Manhattan Co. Llc. 0.00% No change 1,184 $240K
McNamara Financial Services, Inc. 0.05% Add +20.4% 1,183 $240K
Renasant Bank 0.17% Reduce -0.1% 1,182 $240K
Beacon Bank & Trust 0.06% No change 1,182 $240K
Cassady Schiller Wealth Management, LLC 0.10% No change 1,179 $239K
Penobscot Wealth Management 0.14% New 1,189 $239K
RiverFront Investment Group, LLC 0.01% New 1,174 $238K
Voisard Asset Management Group, Inc. 0.12% Reduce -0.5% 1,170 $237K
Quarry Hill Advisors, LLC 0.16% No change 1,160 $235K
Foster Victor Wealth Advisors, LLC 0.02% New 1,046 $235K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,151 $234K
Alpha Omega Wealth Management LLC 0.04% No change 1,150 $233K
Versant Capital Management, Inc 0.06% Reduce -15.9% 1,148 $233K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,145 $232K
Wallace Advisory Group, LLC 0.17% No change 1,144 $232K
Von Berge Wealth Management Group, LLC 0.15% No change 1,153 $232K
Prosperity Financial Group, Inc. 0.15% Reduce -4.5% 1,142 $232K
Main Street Group, LTD 0.11% Add +15.1% 1,147 $231K
Alpha Financial Partners LLC 0.20% Add +0.3% 1,137 $231K
Milestone Asset Management, LLC 0.06% Add +1.3% 1,136 $230K
Costello Asset Management, INC 0.17% Add +12.4% 1,134 $230K
Insight 2811, Inc. 0.12% Reduce -20.4% 1,132 $230K
Gemmer Asset Management LLC 0.02% Reduce -15.0% 1,132 $230K
Eastern Bank 0.01% No change 1,130 $229K
TCP Asset Management, LLC 0.06% Reduce -17.8% 1,129 $229K
Roffman Miller Associates Inc. 0.02% Reduce -0.6% 1,127 $229K
Integrity Wealth Solutions LLC 0.15% Add +5.1% 1,126 $228K
Capital Insight Partners, LLC 0.04% No change 1,125 $228K
GW Henssler & Associates Ltd. 0.01% Add +13.3% 1,123 $228K
Red Door Wealth Management, LLC 0.04% New 1,122 $228K
Team Hewins, LLC 0.09% New 1,122 $228K
Talisman Wealth Advisors LLC 0.26% Add +0.1% 1,120 $227K
Cambridge Financial Group, LLC 0.10% Add +5.6% 1,118 $227K
Journey Advisory Group, LLC 0.03% Reduce -15.2% 1,117 $227K
Everett Harris & Co. 0.00% Reduce -23.4% 1,114 $226K
Private Capital Management LLC 0.04% Reduce -42.5% 1,113 $226K
Wealthcare Capital Management LLC 0.02% Reduce -0.1% 1,112 $226K
Seelaus Asset Management LLC 0.23% Reduce -1.3% 1,111 $225K
Cabot Wealth Management Inc. 0.03% No change 1,111 $225K
Cortland Associates Inc. 0.03% No change 1,110 $225K
Northern Financial Advisors Inc 0.18% Add +0.2% 1,103 $224K
Private Client Services, LLC 0.14% New 1,101 $223K
Copperwynd Financial, LLC 0.07% Add +1.8% 998 $223K
Guardian Asset Advisors, LLC 0.16% Add +1.7% 1,101 $223K
Jag Capital Management, LLC 0.03% Add +0.6% 1,101 $223K
Core Wealth Partners LLC 0.15% Add +0.1% 1,093 $222K
Bordeaux Wealth Advisors LLC 0.04% Reduce -39.3% 1,091 $221K
Wbi Investments, LLC 0.05% Reduce -93.5% 1,089 $221K
PDS Planning, Inc 0.02% Add +108.8% 1,088 $221K
Capital Advisors Inc. 0.00% New 1,088 $221K
Maltin Wealth Management, Inc. 0.12% Add +3.1% 1,084 $220K
L. Roy Papp & Associates, LLP 0.03% No change 1,081 $219K
Continuum Wealth Advisors, LLC 0.12% No change 1,078 $219K
Lauterbach Financial Advisors, LLC 0.14% No change 1,046 $219K
Summit X, LLC 0.05% New 1,048 $217K
Cladis Investment Advisory, LLC 0.16% No change 1,067 $216K
Shakespeare Wealth Management, LLC 0.06% New 1,065 $216K
Wealth Group Ltd 0.07% No change 1,064 $216K
Howe & Rusling Inc. 0.02% Reduce -1.0% 1,063 $216K
Ariadne Wealth Management, LP 0.17% — 1,059 $215K
LifePro Asset Management 0.15% Reduce -8.7% 1,058 $215K
CPC Advisors, LLC 0.04% No change 1,057 $214K
Rollins Financial Advisors, LLC 0.04% New 1,054 $214K
SJS Investment Consulting Inc. 0.04% No change 1,054 $214K
CVA Family Office, LLC 0.04% Add +0.1% 1,051 $213K
First Community Trust NA 0.18% Add +6.0% 1,051 $213K
IPG Investment Advisors LLC 0.05% Reduce -86.5% 1,050 $213K
Eagle Wealth Strategies LLC 0.17% Add +0.3% 1,050 $213K
WealthBridge Investment Counsel Inc. 0.08% Add +2.5% 1,047 $212K
Rappaport Reiches Capital Management, LLC 0.06% New 1,045 $212K
Valley Wealth Managers, Inc. 0.02% Reduce -20.0% 1,042 $211K
Visionary Horizons, LLC 0.15% New 1,036 $210K
Columbia Bank 0.08% Add +0.9% 1,036 $210K
Pictet North America Advisors SA 0.02% No change 1,036 $210K
Cascade Wealth Advisors, Inc 0.15% New 950 $210K
AlphaMark Advisors, LLC 0.07% Reduce -19.4% 1,032 $209K
Bath Savings Trust Co 0.02% No change 1,027 $208K
Robinswood Financial LLC 0.08% New 1,020 $207K
Vertex Planning Partners, LLC 0.05% Reduce -9.4% 1,019 $207K
Paragon Capital Management Inc. 0.16% Reduce -24.1% 1,017 $206K
Main Line Retirement Advisors, LLC 0.16% Add +0.3% 1,017 $206K
Cascade Investment Group, Inc. 0.16% New 1,015 $206K
Birchbrook, Inc. 0.12% Reduce -11.7% 1,011 $205K
Traynor Capital Management, Inc. 0.02% Reduce -13.0% 1,008 $205K
Keeler & Nadler Financial Planning & Wealth Management 0.11% New 1,004 $204K
Levy Wealth Management Group, LLC 0.05% Reduce -28.1% 1,004 $204K
SWP Financial LLC 0.13% Reduce -19.2% 1,002 $203K
Marathon Strategic Advisors, LLC 0.24% New 1,000 $203K
Tenret Co LLC 0.14% No change 1,000 $203K
1776 Wealth LLC 0.09% No change 1,000 $203K
BlueCrest Capital Management Ltd 0.06% New 1,000 $203K
PBMares Wealth Management LLC 0.05% No change 1,000 $203K
Keudell/Morrison Wealth Management 0.06% No change 999 $203K
Aveo Capital Partners, LLC 0.02% Reduce -12.2% 997 $202K
NDVR, Inc. 0.21% New 996 $202K
Garrett Wealth Advisory Group, LLC 0.07% New 995 $202K
Schnieders Capital Management LLC 0.04% Reduce -21.7% 992 $201K
Checchi Capital Advisers, LLC 0.02% No change 989 $201K
Jamison Private Wealth Management, Inc. 0.03% Reduce -2.1% 973 $197K
Main Management LLC 0.02% Reduce -10.6% 956 $194K
Assetmark, Inc. 0.00% Add +60.4% 953 $193K
Baldwin Wealth Partners LLC 0.01% Reduce -26.4% 949 $193K
Northwest Capital Management Inc 0.07% Reduce -0.2% 919 $186K
ESL Trust Services, LLC 0.04% No change 910 $185K
Smartleaf Asset Management LLC 0.03% Add +0.1% 912 $184K
Park Place Capital Corp 0.06% Reduce -4.8% 903 $183K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 883 $179K
West Branch Capital LLC 0.07% Reduce -7.9% 877 $178K
Western Pacific Wealth Management, LP 0.13% No change 876 $178K
Beacon Capital Management, LLC 0.03% Reduce -14.8% 871 $177K
Glass Jacobson Investment Advisors llc 0.06% No change 859 $174K
Icon Wealth Advisors, LLC 0.02% Reduce -38.2% 775 $173K
RE Dickinson Investment Advisors, LLC 0.10% Reduce -39.8% 850 $172K
Schroder Investment Management Group 0.00% Add +93.0% 830 $168K
Avion Wealth 0.05% Add +21.0% 817 $165K
Rosenberg Matthew Hamilton 0.05% Reduce -33.6% 807 $162K
Trivant Custom Portfolio Group, LLC 0.10% No change 800 $162K
Providence Capital Advisors, LLC 0.04% Reduce -54.5% 798 $162K
Capital Analysts, LLC 0.01% Add +57.6% 780 $158K
Oakworth Capital, Inc. 0.01% Reduce -32.6% 772 $157K
Horizons Wealth Management 0.12% Reduce -3.5% 712 $154K
Bfsg, LLC 0.02% No change 750 $152K
Dunhill Financial, LLC 0.09% No change 744 $151K
Elevation Wealth Partners, LLC 0.07% No change 742 $151K
Vestcor Inc 0.01% No change 740 $150K
Hilltop National Bank 0.05% Reduce -81.0% 729 $148K
Aberdeen Wealth Management LLC 0.10% No change 710 $144K
Kiely Wealth Advisory Group, Inc. 0.08% No change 695 $143K
DB Fitzpatrick & Co, Inc 0.13% Reduce -57.3% 705 $143K
Citizens National Bank Trust Department 0.03% No change 700 $142K
Princeton Global Asset Management LLC 0.03% Add +140.3% 697 $141K
Anchor Investment Management, LLC 0.01% No change 696 $141K
Janiczek Wealth Management, LLC 0.03% Add +59.9% 689 $140K
Dynamic Wealth Strategies, LLC 0.12% Reduce -0.4% 681 $138K
Hazlett, Burt & Watson, Inc. 0.07% Reduce -3.5% 671 $137K
Asset Dedication, LLC 0.01% No change 673 $137K
Advanced Asset Management Advisors Inc 0.04% Add +4.5% 667 $135K
Albion Financial Group 0.01% Reduce -7.0% 666 $135K
Planning Capital Management Corp 0.09% Add +0.1% 653 $132K
ICA Group Wealth Management, LLC 0.08% Reduce -86.2% 647 $131K
Caldwell Sutter Capital, Inc. 0.06% No change 634 $129K
MTM Investment Management, LLC 0.05% Add +1.4% 631 $128K
Clean Yield Group 0.05% Add +25.6% 628 $127K
Resources Management Corp. /CT/ 0.02% No change 626 $127K
First United Bank & Trust 0.05% Reduce -7.4% 625 $127K
McIlrath & Eck, LLC 0.02% Reduce -17.3% 616 $125K
Stephens Consulting, LLC 0.04% Reduce -8.1% 613 $124K
Angeles Investment Advisors, LLC 0.01% Reduce -88.5% 605 $123K
GPS Wealth Strategies Group, LLC 0.02% Reduce -8.4% 603 $122K
Alpha DNA Investment Management LLC 0.07% No change 601 $122K
Pacifica Partners Inc. 0.05% Add +88.7% 602 $121K
Arax Advisory Partners 0.01% Add +25.6% 598 $121K
FinTrust Capital Advisors, LLC 0.02% Add +78.6% 593 $120K
Roble, Belko & Company, Inc 0.02% No change 592 $120K
Aspire Wealth Management Corp 0.07% Reduce -5.5% 586 $119K
Opal Wealth Advisors, LLC 0.04% New 574 $116K
Olistico Wealth, LLC 0.07% New 569 $115K
Tyler-Stone Wealth Management 0.05% Add +13.4% 549 $111K
HHM Wealth Advisors, LLC 0.02% No change 546 $111K
Private Wealth Management Group, LLC 0.05% Add +56.0% 546 $111K
ORG Partners LLC 0.01% New 546 $110K
Frazier Financial Advisors, LLC 0.09% Reduce -0.9% 533 $108K
Trust Co 0.01% Add +3671.4% 528 $107K
Duncker Streett & Co. Inc. 0.02% No change 525 $107K
Koesten, Hirschmann & Crabtree, INC. 0.07% No change 500 $105K
Atlantic Private Wealth, LLC 0.09% No change 517 $105K
Pingora Partners LLC 0.07% Reduce -36.7% 516 $105K
Valley National Advisers Inc. 0.02% No change 516 $104K
Motco 0.01% No change 511 $104K
Provident Wealth Management, LLC 0.04% Add +92.8% 505 $102K
Carmichael Hill & Associates, Inc. 0.04% Reduce -41.7% 503 $102K
LRI Investments, LLC 0.01% Reduce -6.9% 500 $101K
Winch Advisory Services, LLC 0.03% Reduce -11.1% 496 $101K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -2.8% 494 $100K
Wetzel Investment Advisors, Inc. 0.06% No change 476 $100K
TD Capital Management LLC 0.01% Add +0.2% 484 $98K
Pineridge Advisors LLC 0.03% Add +174.1% 466 $94K
Bogart Wealth, LLC 0.00% Reduce -9.0% 454 $92K
New England Capital Financial Advisors LLC 0.05% Add +0.2% 450 $91K
Clear Investment Research, LLC 0.12% Reduce -8.8% 444 $90K
Granite Investment Partners, LLC 0.00% Add +4340.0% 444 $90K
Sanctuary Wealth Management, L.L.C. 0.07% No change 443 $90K
Newton One Investments LLC 0.04% No change 431 $88K
Pension & Wealth Management Advisors, Inc. 0.05% Add +0.2% 430 $87K
Rain Capital Management, LLC 0.06% No change 417 $86K
Bollard Group LLC 0.00% No change 421 $85K
Abound Wealth Management 0.03% Reduce -1.9% 405 $82K
First Personal Financial Services 0.02% Reduce -3.6% 405 $82K
Pacific Center for Financial Services 0.02% No change 403 $82K
Westside Investment Management, Inc. 0.02% No change 400 $81K
Coppell Advisory Solutions LLC 0.01% — 400 $81K
Skylands Capital, LLC 0.01% No change 400 $81K
Innealta Capital, LLC 0.03% New 396 $80K
First Pacific Financial 0.02% Reduce -5.8% 391 $79K
Advantage Trust Co 0.06% No change 389 $79K
American Capital Advisory, LLC 0.06% Reduce -64.2% 391 $78K
Clearstead Trust, LLC 0.02% No change 383 $78K
Elevate Wealth Advisory, Inc. 0.06% Add +0.3% 375 $76K
Mill Capital Management, LLC 0.01% No change 362 $73K
Hexagon Capital Partners LLC 0.02% Add +36.5% 355 $72K
Capital Investment Counsel, Inc 0.01% No change 351 $71K
Laffer Tengler Investments, Inc. 0.02% No change 350 $71K
Capital Advisors, Ltd. LLC 0.01% No change 350 $71K
Beach Investment Counsel Inc. 0.01% New 350 $71K
Arrow Financial Corp 0.01% No change 343 $70K
Contravisory Investment Management, Inc. 0.02% Add +0.9% 338 $69K
WealthCollab, LLC 0.05% No change 337 $68K
Compagnie Lombard Odier SCmA 0.00% Reduce -16.3% 335 $68K
Horizon Bancorp Inc. 0.03% Reduce -31.0% 329 $67K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -56.4% 332 $67K
Cetera Trust Company, N.A 0.04% No change 330 $67K
Kings Path Partners LLC 0.03% — 330 $67K
Invesco Ltd. 0.00% Add +20.0% 324 $66K
Hamilton Point Investment Advisors, LLC 0.01% No change 323 $66K
GoalVest Advisory LLC 0.02% Reduce -18.1% 321 $65K
NCP Inc. 0.04% Add +0.3% 321 $65K
Creative Financial Designs Inc. 0.01% Reduce -2.7% 321 $65K
Mogy Joel R Investment Counsel Inc. 0.00% No change 320 $65K
Morling Financial Advisors, LLC 0.03% Add +15.6% 318 $65K
Partnership Wealth Management, LLC 0.05% No change 315 $64K
Stone House Investment Management, LLC 0.02% Add +0.3% 303 $61K
Balentine LLC 0.00% Reduce -83.4% 303 $61K
Creative Capital Management Investments LLC 0.03% No change 300 $61K
Kozak & Associates, Inc. 0.01% Add +0.3% 293 $59K
Vermillion & White Wealth Management Group, LLC 0.04% No change 284 $58K
First PREMIER Bank 0.01% Add +1326.3% 271 $55K
CGC Financial Services, LLC 0.02% No change 270 $55K
Riverview Trust Co 0.05% No change 269 $55K
BBJS Financial Advisors, LLC 0.02% Add +0.4% 268 $54K
SYM FINANCIAL Corp 0.01% Reduce -5.0% 266 $54K
Hartford Financial Management Inc. 0.01% Reduce -16.2% 258 $52K
Ridgewood Investments LLC 0.03% New 257 $52K
Creekmur Asset Management LLC 0.01% Add +45.2% 257 $52K
Sawyer & Company, Inc 0.02% No change 257 $52K
Northwest Bank & Trust Co 0.04% No change 250 $51K
Atwood & Palmer Inc. 0.00% Reduce -50.0% 240 $49K
MeadowBrook Investment Advisors LLC 0.05% Add +568.6% 234 $47K
DecisionPoint Financial, LLC 0.02% No change 208 $47K
Cape Investment Advisory, Inc. 0.02% Reduce -66.5% 225 $46K
Legend Financial Advisors, Inc. 0.03% No change 222 $45K
Founders Financial Alliance, LLC 0.01% Reduce -46.4% 222 $45K
Eukles Asset Management 0.02% No change 220 $45K
Washington Trust Advisors, Inc. 0.00% No change 217 $44K
Strategic Financial Concepts, LLC 0.03% Add +22639.6% 736,990 $44K
Barrett & Company, Inc. 0.02% No change 216 $44K
Triad Wealth Partners, LLC 0.02% New 214 $43K
VitalStone Financial, LLC 0.03% Add +2.9% 214 $43K
Richardson Financial Services Inc. 0.03% Reduce -86.6% 211 $43K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% Reduce -20.8% 209 $42K
Weaver Capital Management LLC 0.01% Reduce -51.4% 206 $42K
Delta Asset Management LLC 0.00% No change 202 $41K
Semmax Financial Advisors Inc. 0.01% No change 196 $41K
Tradewinds Capital Management, LLC 0.01% New 201 $41K
Painted Porch Advisors LLC 0.02% New 200 $41K
Arjuna Capital 0.01% No change 195 $40K
SIMA Wealth Partners, LLC 0.04% — 194 $39K
Front Row Advisors LLC 0.01% Add +34.3% 192 $39K
Burkett Financial Services, LLC 0.02% No change 185 $38K
Integrity Financial Corp 0.02% Reduce -21.0% 184 $37K
Hantz Financial Services, Inc. 0.00% Reduce -39.1% 181 $37K
GS Investments, Inc. 0.02% No change 180 $37K
Legacies Wealth LLC 0.03% No change 177 $36K
Highline Wealth Partners LLC 0.01% Add +30.8% 174 $35K
Benjamin Edwards Inc. 0.01% Reduce -19.0% 171 $35K
Annapolis Financial Services, LLC 0.01% No change 172 $35K
BNP Paribas 0.00% No change 168 $34K
Transcendent Capital Group LLC 0.02% Reduce -99.0% 167 $34K
Godsey & Gibb, Inc. 0.00% No change 165 $33K
Phillips Financial Management, LLC 0.00% Add +126.8% 161 $33K
1832 Asset Management L.P. 0.00% No change 156 $32K
Element Wealth, LLC 0.02% Reduce -21.9% 153 $31K
Bellevue Asset Management, LLC 0.02% Add +26.4% 153 $31K
Cordant, Inc. 0.02% New 146 $30K
Financial Network Wealth Advisors LLC 0.02% New 145 $29K
Punch & Associates Investment Management, Inc. 0.00% Add +2.1% 143 $29K
Centerpoint Advisors, LLC 0.01% Add +625.0% 145 $29K
TruNorth Capital Management, LLC 0.01% No change 140 $28K
Caitlin John, LLC 0.02% No change 139 $28K
Family Asset Management, LLC 0.02% No change 133 $27K
Global Wealth Strategies & Associates 0.01% No change 133 $27K
Kathleen S. Wright Associates Inc. 0.01% Add +0.8% 131 $27K
EnRich Financial Partners LLC 0.01% No change 119 $24K
Cardinal Strategic Wealth Guidance 0.01% No change 117 $24K
Belmont Capital, LLC 0.00% Add +173.8% 115 $23K
Peachtree Investment Partners, LLC 0.01% No change 112 $23K
West Financial Advisors, LLC 0.00% New 105 $21K
GFS Advisors, LLC 0.00% New 182,246 $21K
Cornerstone Planning Group LLC 0.01% Reduce -84.1% 102 $21K
Bradley & Co. Private Wealth Management, LLC 0.01% Reduce -67.8% 100 $20K
Castleview Partners, LLC 0.01% No change 100 $20K
Ramirez Asset Management, Inc. 0.00% No change 100 $20K
NewSquare Capital LLC 0.00% New 100 $20K
Ruedi Wealth Management, Inc. 0.01% No change 99 $20K
Tidemark, LLC 0.01% Reduce -57.2% 98 $20K
Amundi 0.00% No change 95 $19K
Spectrum Wealth Counsel, LLC 0.00% New 92 $19K
Perritt Capital Management Inc 0.01% Add +1.1% 91 $18K
Covenant Partners, LLC 0.01% No change 89 $18K
Pin Oak Investment Advisors Inc. 0.02% No change 90 $18K
Richardson Capital Management LLC 0.01% Reduce -39.3% 88 $18K
Sound Income Strategies, LLC 0.00% Reduce -42.5% 88 $18K
Financial Management Professionals, Inc. 0.00% No change 86 $17K
Raleigh Capital Management Inc. 0.01% No change 80 $16K
Chilton Capital Management LLC 0.00% Reduce -95.6% 77 $16K
TFC Financial Management, Inc. 0.00% No change 76 $15K
Abich Financial Wealth Management LLC 0.01% New 75 $15K
PFS Partners, LLC 0.01% No change 75 $15K
Wellington Shields & Co., LLC 0.01% No change 75 $15K
Evergreen Private Wealth LLC 0.01% No change 74 $15K
Mowery & Schoenfeld Wealth Management, LLC 0.02% New 70 $14K
SRH Advisors, LLC 0.00% No change 70 $14K
Piscataqua Savings Bank 0.01% No change 70 $14K
Mb, Levis & Associates, LLC 0.01% No change 67 $14K
Wallace Hart LLC 0.01% Reduce -41.6% 66 $13K
Great Lakes Retirement, Inc. 0.00% New 62 $13K
Global Trust Asset Management, LLC 0.01% No change 61 $12K
Stuart Chaussee & Associates, Inc. 0.00% No change 60 $12K
Signature Resources Capital Management, LLC 0.01% No change 58 $12K
Kelly Financial Services LLC 0.00% Reduce -11.1% 56 $11K
Goodwin Investment Advisory 0.01% New 55 $11K
PSI Advisors, LLC 0.00% No change 54 $11K
Compass Wealth Management LLC 0.00% No change 52 $11K
Anfield Capital Management, LLC 0.01% No change 51 $10K
WFA of San Diego, LLC 0.01% — 50 $10K
Bay Harbor Wealth Management, LLC 0.00% No change 50 $10K
Ulland Investment Advisors, LLC 0.01% No change 50 $10K
Family Manage LLC 0.00% Reduce -80.3% 49 $10K
Your Advocates Ltd., LLP 0.00% No change 46 $9K
Lowe Wealth Advisors, LLC 0.00% Reduce -8.2% 45 $9K
Arlington Trust Co LLC 0.00% Add +290.9% 43 $9K
Quarry LP 0.00% New 41 $8K
Unique Wealth Strategies, LLC 0.00% New 35 $7K
Mfa Wealth Advisors, LLC 0.00% New 32 $6K
FWL Investment Management, LLC 0.00% Reduce -25.0% 30 $6K
Balefire, LLC 0.00% Reduce -25.0% 30 $6K
Chelsea Counsel Co. 0.00% No change 29 $6K
Financial Freedom, LLC 0.00% No change 28 $6K
Chris Bulman Inc 0.00% — 28 $6K
Pathway Financial Advisers, LLC 0.00% Add +4.0% 26 $5K
Kessler Investment Group, LLC 0.00% Reduce -85.7% 24 $5K
WR Wealth Planners, LLC 0.00% Add +37.5% 22 $4K
Tucker Asset Management LLC 0.00% Reduce -87.4% 22 $4K
FPC Investment Advisory, Inc. 0.00% No change 19 $4K
Valued Wealth Advisors LLC 0.00% New 18 $4K
Hobbs Group Advisors, LLC 0.00% — 18 $4K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 17 $3K
ZynergyRetirementPlanningLLC 0.00% — 14 $3K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -99.9% 14 $3K
Mark Sheptoff Financial Planning, LLC 0.00% No change 13 $3K
Solstein Capital, LLC 0.00% No change 11 $2K
Christopher J. Hasenberg, Inc 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
Eagle Bay Advisors LLC 0.00% Reduce -35.7% 9 $2K
Fairscale Capital, LLC 0.00% — 7 $2K
Aspire Private Capital, LLC 0.00% Reduce -14.3% 6 $1K
Hillsdale Investment Management Inc. 0.00% No change 5 $1K
Covestor Ltd 0.00% No change 3 $1K
McClarren Financial Advisors, Inc. 0.01% Reduce -40.0% 2,840 $961
Studio Investment Management LLC 0.00% New 4 $812
Camelot Portfolios, LLC 0.00% New 2 $406
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $203
SWAN Capital LLC 0.00% New 1 $203
CBIZ Investment Advisory Services, LLC 0.00% New 8 $162
Cohen & Steers, Inc. 0.00% New 1 $0

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