iShares Russell 2000 ETFIWMETF

13F holders, Q3 2024 (September 30)
2,253holders +92
185new positions
101sold out
7famous investors
$220.76avg. 13F price*

At the end of Q3 2024, 2,253 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, up 92 from Q2 2024. 185 opened new positions and 101 sold out. The largest holders were Bank of America Corp. ($8.9B), Goldman Sachs Group Inc. ($5.0B) and Morgan Stanley ($4.0B). 7 famous investors held it, including Paul Tudor Jones (1.7% of Tudor Investment Corporation's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions185$1.7B
Exits101$528.2M

All 13F filers, Q2 2024 → Q3 2024: 29,914,980 shares bought and 21,021,635 shares sold, net +8,893,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,253 holders

Bank of America Corp. 0.78% Add +18.3% 40,171,206 $8.9B
Goldman Sachs Group Inc. 0.96% Add +1.9% 22,814,480 $5.0B
Morgan Stanley 0.29% Reduce -0.8% 18,120,568 $4.0B
Wells Fargo & Company 0.97% Reduce -12.8% 18,067,279 $4.0B
Healthcare of Ontario Pension Plan Trust Fund 6.45% Add +12.4% 11,943,000 $2.6B
BlackRock, Inc. 0.04% — 8,740,941 $1.9B
Jones Financial Companies LLLP 1.83% Add +3.6% 8,089,219 $1.8B
Rafferty Asset Management, LLC 5.98% Add +10.2% 7,900,774 $1.7B
Empower Advisory Group, LLC 5.73% Add +2.6% 7,678,591 $1.7B
BNP Paribas Financial Markets 1.49% Reduce -3.8% 6,883,823 $1.5B
LPL Financial LLC 0.67% Add +8.8% 6,742,681 $1.5B
Toronto Dominion Bank 2.63% Add +3.8% 6,729,586 $1.5B
Royal Bank of Canada 0.28% Add +76.7% 5,605,447 $1.2B
JPMorgan Chase & Co. 0.08% Add +50.5% 4,313,404 $952.8M
Susquehanna International Group, LLP 1.57% Reduce -1.3% 4,116,556 $909.3M
US Bancorp \de 1.10% Add +1.1% 3,878,944 $856.8M
Northern Trust Corp. 0.14% Add +0.3% 3,812,858 $842.2M
HRT Financial LP 3.78% Add +25.9% 3,448,293 $761.7M
UBS Group AG 0.20% Reduce -4.7% 3,275,818 $723.6M
PNC Financial Services Group, Inc. 0.44% Reduce -0.3% 3,130,181 $691.4M
M&T Bank Corp 2.21% Add +1.9% 3,036,807 $670.8M
Bank of Montreal 0.25% Add +6.7% 2,466,853 $543.5M
Cibc World Market Inc. 1.21% Add +0.3% 2,428,161 $536.4M
Bank of New York Mellon Corp 0.08% Reduce -10.0% 1,970,219 $435.2M
FMR LLC 0.03% Reduce -24.6% 1,878,863 $415.0M
Envestnet Asset Management Inc. 0.13% Reduce -12.1% 1,848,028 $408.2M
Ameriprise Financial Inc. 0.10% Add +18.4% 1,724,386 $381.1M
Canada Pension Plan Investment Board 0.36% No change 1,723,000 $380.6M
Wellington Management Group LLP 0.06% Add +48.5% 1,520,945 $336.0M
Millburn Ridgefield LLC 8.66% Reduce -4.0% 1,496,192 $330.5M
Catalyst Capital Advisors LLC 7.45% Reduce -4.0% 1,496,192 $330.5M
Truist Financial Corp. 0.49% Add +1.3% 1,401,967 $309.7M
Citigroup Inc. 0.26% Reduce -67.1% 1,282,831 $283.4M
Durable Capital Partners LP 1.91% New 1,181,911 $261.1M
Raymond James Financial Services Advisors, Inc. 0.32% Add +0.9% 1,082,827 $239.2M
Envestnet Portfolio Solutions, Inc. 0.71% Reduce -0.1% 987,188 $218.1M
Pathstone Holdings, LLC 0.92% Add +1.2% 935,377 $206.6M
AMG National Trust Bank 5.47% Reduce -2.2% 914,767 $202.1M
Raymond James & Associates 0.12% Add +0.6% 900,716 $199.0M
Baird Financial Group, Inc. 0.38% Reduce -22.1% 889,883 $196.6M
Barclays PLC 0.09% Reduce -67.7% 886,725 $195.9M
Avantax Advisory Services, Inc. 1.23% Reduce -0.8% 846,177 $186.9M
Keybank National Association 0.70% Reduce -1.2% 827,198 $182.7M
Rockefeller Capital Management L.P. 0.49% Add +12.0% 826,090 $182.4M
Brown Advisory Inc. 0.21% Add +0.5% 762,825 $168.5M
Fifth Third Bancorp 0.59% Reduce -3.0% 735,613 $162.5M
Synovus Financial Corp. 1.87% Add +4.9% 731,293 $161.5M
LBMC Investment Advisors, LLC 12.38% Add +1.8% 709,265 $156.7M
Millennium Management 0.14% Add +5.1% 708,787 $156.6M
Commonwealth Equity Services, LLC 0.23% Add +6.1% 701,584 $155.0M
Franklin Resources Inc. 0.04% Add +4.9% 694,333 $154.8M
Cetera Investment Advisers 0.34% Add +2.5% 693,406 $153.2M
Tudor Investment Corporation 1.66% New 686,581 $151.7M
Mariner, LLC 0.26% Reduce -0.7% 670,807 $148.2M
Redwood Investment Management, LLC 12.67% New 647,993 $142.8M
Tiaa Trust, National Association 0.42% Reduce -0.3% 643,719 $142.2M
HighTower Advisors, LLC 0.21% Reduce -2.2% 641,523 $141.7M
Sand Hill Global Advisors, LLC 5.91% Add +0.5% 635,043 $140.3M
Jefferies Financial Group Inc. 2.40% Reduce -9.4% 624,221 $137.9M
CIBC Private Wealth Group LLC 0.25% Reduce -0.2% 620,866 $137.1M
HSBC Holdings PLC 0.08% Add +7.8% 611,062 $134.9M
Stifel Financial Corp. 0.14% Add +14.8% 600,156 $132.6M
Factory Mutual Insurance Co. 1.31% New 571,550 $126.2M
Balyasny Asset Management L.P. 0.33% Reduce -44.5% 571,383 $126.2M
Alliancebernstein L.P. 0.04% Reduce -27.4% 568,271 $125.5M
Creative Planning 0.12% Reduce -2.5% 560,710 $123.5M
Cerity Partners LLC 0.26% Add +3.6% 527,601 $116.5M
Broadwood Capital Inc. 8.81% Reduce -8.1% 519,920 $114.8M
Glenmede Trust Co. NA 0.54% Reduce -0.3% 508,663 $112.4M
Knighthead Capital Management, LLC 5.74% New 500,000 $110.4M
Blair William & Co. 0.32% Add +10.5% 494,286 $109.2M
Cresset Asset Management, LLC 0.42% Add +1.6% 490,066 $108.3M
Commerce Bank 0.66% Reduce -1.2% 486,945 $107.6M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.76% Reduce -1.7% 461,333 $101.9M
IMC-Chicago, LLC 2.90% New 455,514 $100.6M
59 North Capital Management, LP 4.48% New 451,774 $99.8M
MAI Capital Management 0.94% Add +1.9% 442,157 $97.7M
Northwestern Mutual Wealth Management Co. 0.09% Add +0.7% 440,419 $97.3M
Osaic Holdings, Inc. 0.22% Reduce -18.4% 434,048 $95.9M
National Bank of Canada 0.13% Add +9.8% 429,450 $94.9M
State of New Jersey Common Pension Fund D 0.37% New 402,418 $88.9M
Quadrature Capital Ltd 1.98% Add +158.5% 395,253 $87.3M
Corient Private Wealth LP 0.13% Add +26.1% 374,374 $82.3M
Focus Partners Wealth 0.26% Reduce -28.4% 372,305 $82.2M
Citizens Financial Group Inc. 1.65% Add +1.6% 370,830 $81.9M
Tower Research Capital LLC (TRC) 2.14% Add +350.4% 366,294 $80.9M
Clal Insurance Enterprises Holdings Ltd 0.69% Reduce -45.4% 355,000 $78.4M
Halbert Hargrove Global Advisors, LLC 4.24% Add +0.1% 346,312 $76.5M
WASHINGTON TRUST Co 2.61% Reduce -3.9% 337,538 $74.6M
Arvest Bank Trust Division 4.03% — 316,375 $69.9M
Parkside Investments, LLC 10.43% Add +0.2% 312,945 $69.1M
GTS Securities LLC 1.39% Add +71.9% 311,933 $68.9M
Alaska Permanent Fund Corp 1.00% No change 309,518 $68.4M
Diversified, LLC 7.43% Add +1.7% 306,517 $67.7M
Diversified Enterprises, LLC 7.43% — 306,517 $67.7M
Parallax Volatility Advisers, L.P. 2.04% Add +416.6% 306,164 $67.6M
Moneta Group Investment Advisors LLC 0.98% Add +1.5% 304,344 $67.2M
GLOBALT Investments LLC / GA 2.50% Add +1.4% 302,513 $66.8M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 3.75% New 300,000 $66.3M
Comerica Bank 0.26% Reduce -4.1% 297,593 $65.7M
IHT Wealth Management, LLC 1.82% Add +144.7% 291,946 $64.1M
Deutsche Bank AG 0.03% Add +8.2% 286,996 $63.4M
SG Americas Securities, LLC 0.24% Reduce -81.9% 284,786 $62.9M
Wolverine Trading, LLC 1.64% New 285,380 $62.9M
Stairway Partners, LLC 4.00% Add +16.6% 282,582 $62.4M
Regions Financial Corp. 0.45% Reduce -0.7% 280,994 $62.1M
Royal Fund Management, LLC 4.37% Add +433.7% 279,450 $61.7M
Main Street Research LLC 3.82% Add +70.6% 274,570 $60.6M
Johns Hopkins University 2.27% Reduce -45.4% 274,564 $60.6M
D. E. Shaw & Co. 0.08% Reduce -73.3% 270,839 $59.8M
Two Sigma Investments, LP 0.14% Add +2889.3% 270,588 $59.8M
Captrust Financial Advisors 0.17% Reduce -4.8% 264,750 $58.5M
Whittier Trust Co. 0.78% Add +0.3% 262,808 $58.1M
Janney Montgomery Scott LLC 0.16% Add +15.3% 262,504 $58.0M
Cambridge Investment Research Advisors, Inc. 0.19% Reduce -2.7% 258,712 $57.1M
First Financial Bank - Trust Division 4.98% Reduce -5.5% 246,305 $54.4M
First Western Trust Bank 2.43% Add +4.4% 244,612 $54.0M
Jane Street Group, LLC 0.09% Reduce -59.8% 241,818 $53.4M
Accredited Investors Inc. 3.01% Reduce -0.3% 238,579 $52.7M
FineMark National Bank & Trust 1.83% Reduce -0.8% 237,560 $52.5M
National Philanthropic Trust 0.95% Add +1.0% 237,316 $52.4M
Kestra Advisory Services, LLC 0.28% Reduce -5.3% 227,499 $50.3M
River Wealth Advisors LLC 6.60% Add +2.7% 224,020 $49.5M
Citadel Advisors 0.05% Reduce -62.8% 222,053 $49.0M
Peapack Gladstone Financial Corp. 0.70% Reduce -2.8% 219,274 $48.4M
Geller Advisors LLC 3.29% Add +0.2% 215,754 $47.7M
MML Investors Services, LLC 0.17% Add +50.6% 210,321 $46.5M
Twin Tree Management, LP 1.08% New 209,952 $46.4M
Savant Capital, LLC 0.38% Reduce -2.7% 208,507 $46.1M
Johnson Investment Counsel Inc. 0.45% Reduce -0.7% 207,521 $45.8M
Mercer Global Advisors Inc. 0.11% Add +0.6% 210,234 $45.8M
Manufacturers Life Insurance Company, The 0.04% Add +3015.6% 207,033 $45.7M
German American Bancorp, Inc. 4.84% Add +9.7% 206,966 $45.7M
Temasek Holdings (Private) Ltd 0.18% New 206,500 $45.6M
Blueshift Asset Management, LLC 11.31% Add +96.7% 206,488 $45.6M
Cwm, LLC 0.19% Add +2.1% 202,980 $44.8M
Sanctuary Advisors, LLC 0.28% Add +1.8% 187,400 $44.7M
Anderson Hoagland & Co. 4.53% No change 202,433 $44.4M
Iridian Asset Management LLC 9.46% No change 200,000 $44.2M
Federation des caisses Desjardins du Quebec 0.21% Add +536.4% 195,241 $43.1M
TCTC Holdings, LLC 1.45% Add +1.0% 194,330 $42.9M
Verition Fund Management LLC 0.32% Add +26.9% 191,585 $42.3M
DE Burlo Group Inc. 5.18% Add +10.4% 190,600 $42.1M
NorthCoast Asset Management LLC 0.29% Add +39.9% 248,479 $41.8M
Dakota Wealth Management 0.94% Add +5.5% 187,236 $41.4M
Modera Wealth Management, LLC 0.52% Reduce -0.6% 184,625 $40.8M
Stock Yards Bank & Trust Co. 1.31% Add +2.5% 184,572 $40.8M
Capstone Investment Advisors, LLC 1.41% Add +2.4% 183,237 $40.5M
Private Advisor Group, LLC 0.25% Reduce -2.8% 182,786 $40.4M
NewEdge Advisors, LLC 0.26% Add +19.5% 191,509 $40.1M
Pittenger & Anderson Inc. 1.48% Reduce -1.1% 179,109 $39.6M
Life Line Wealth Management LLC 13.90% New 176,045 $38.9M
Old Mission Capital LLC 0.85% Reduce -30.7% 174,860 $38.6M
Red Cedar Investment Management, LLC 4.89% Reduce -0.2% 174,649 $38.6M
UMB Bank, n.a. 0.59% Add +0.1% 171,420 $37.9M
MetLife Investment Management, LLC 0.21% Reduce -24.2% 162,200 $35.8M
Parkside Advisors LLC 8.43% Add +2.7% 160,662 $35.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.35% Add +1280.2% 156,953 $34.6M
Wealth Enhancement Advisory Services, LLC 0.07% Add +15.4% 150,131 $33.2M
Great Waters Wealth Management 4.45% Reduce -10.3% 149,329 $33.0M
Stratos Wealth Partners, LTD. 0.46% Add +10.6% 143,418 $31.7M
D.A. Davidson & Co. 0.25% Reduce -3.0% 138,906 $30.7M
Hengehold Capital Management LLC 2.89% Add +2.2% 137,978 $30.5M
Turim 21 Investimentos Ltda. 8.36% Add +374.2% 137,484 $30.4M
Gilbert & Cook, Inc. 4.16% Add +5.0% 137,006 $30.3M
TRUE Private Wealth Advisors 3.58% Add +3.5% 136,023 $30.0M
Steward Partners Investment Advisory, LLC 0.28% Add +101.1% 135,453 $29.9M
Whittier Trust Co. of Nevada Inc. 0.77% Add +1.3% 135,170 $29.9M
Metropolitan Life Insurance Co 10.53% Reduce -10.7% 134,089 $29.6M
Hudson Bay Capital Management LP 0.24% Reduce -38.1% 133,640 $29.5M
Neuberger Berman Group LLC 0.02% Reduce -24.6% 133,288 $29.4M
Swan Global Investments, LLC 1.41% Reduce -7.7% 132,047 $29.2M
Amarillo National Bank 5.30% Add +25.7% 131,428 $29.0M
NSI Retail Advisors, LLC 4.32% Reduce -17.1% 131,400 $29.0M
CSM Advisors, LLC 1.90% Reduce -17.1% 131,400 $29.0M
First Horizon Advisors, Inc. 0.80% Add +0.4% 130,589 $28.8M
Greenwood Gearhart LLC 2.36% Add +53.4% 128,657 $28.4M
Equitable Holdings, Inc. 0.27% Add +7.8% 127,739 $28.2M
DRW Securities, LLC 1.52% Add +7676.1% 124,574 $27.5M
Choreo, LLC 0.40% Add +8.2% 126,008 $27.5M
Busey Bank 0.88% Reduce -3.3% 122,428 $27.0M
Waverly Advisors, LLC 0.49% Add +2.2% 120,884 $26.7M
Credit Agricole S A 0.14% Reduce -23.6% 120,819 $26.7M
Litman Gregory Wealth Management LLC 2.23% Reduce -0.6% 120,696 $26.7M
Edge Wealth Management LLC 5.24% Add +0.0% 118,166 $26.1M
Cavalier Investments, LLC 7.91% Add +1204.3% 116,680 $25.8M
Wealthspire Advisors, LLC 0.26% Add +6.9% 116,450 $25.7M
Marshall & Sullivan Inc. 12.08% Reduce -1.4% 113,900 $25.2M
Simplex Trading, LLC 0.85% New 113,827 $25.1M
Tarbox Family Office, Inc. 4.09% Reduce -1.1% 113,055 $25.0M
Ally Financial Inc. 3.01% No change 113,000 $25.0M
Paulson Wealth Management Inc. 6.58% Add +7.2% 111,324 $24.6M
Bessemer Group Inc. 0.04% Add +118.0% 111,121 $24.5M
Janney Capital Management LLC 1.65% Reduce -5.4% 110,562 $24.4M
Country Trust Bank 0.59% Add +1.3% 109,125 $24.1M
Wilmington Savings Fund Society, FSB 0.43% Add +61.3% 108,292 $23.9M
Clearstead Advisors, LLC 0.37% Add +2.6% 108,177 $23.9M
Waters Parkerson & Co., LLC 1.21% Add +0.2% 108,153 $23.9M
Oldfather Financial Services, LLC 9.14% Reduce -0.6% 107,561 $23.8M
NTV Asset Management LLC 3.14% Add +48.1% 106,217 $23.5M
Titleist Asset Management, LLC 3.39% Add +12.6% 105,893 $23.4M
1ST Source Bank 1.32% Add +2.6% 105,775 $23.4M
First Foundation Advisors 0.88% Add +4.4% 105,748 $23.4M
Foster Group, Inc. 0.86% Reduce -7.5% 103,981 $23.0M
Consolidated Investment Group LLC 3.41% No change 103,911 $23.0M
Jasper Ridge Partners, L.P. 0.65% No change 102,735 $22.7M
Atria Wealth Solutions, Inc. 0.25% Reduce -0.9% 102,410 $22.6M
Diversify Advisory Services, LLC 1.21% Add +2593.8% 102,066 $22.6M
LJI Wealth Management, LLC 4.60% Add +4.4% 101,893 $22.5M
Mackenzie Financial Corp. 0.03% Reduce -3.2% 101,550 $22.4M
Prescott Group Capital Management, L.L.C. 3.21% Reduce -33.3% 100,000 $22.1M
Ardmore Road Asset Management LP 2.85% New 100,000 $22.1M
TTP Investments, Inc. 7.51% New 98,867 $21.8M
Analyst IMS Investment Management Services Ltd. 0.84% Add +0.1% 98,846 $21.8M
Banco Santander, S.A. 0.26% Reduce -5.2% 98,733 $21.8M
BTG Pactual Asset Management US LLC 3.10% New 96,600 $21.3M
BIP Wealth, LLC 1.45% Add +7.1% 96,183 $21.2M
Pinnacle Financial Partners Inc 0.42% Add +1.7% 95,775 $21.2M
Oppenheimer Asset Management Inc. 0.25% Add +146.3% 95,682 $21.1M
Lido Advisors, LLC 0.16% Reduce -2.3% 95,116 $21.0M
Marex Group Ltd 0.47% Add +1907.8% 94,064 $20.8M
Connors Investor Services Inc. 1.97% Reduce -2.2% 92,252 $20.4M
Mesirow Financial Investment Management, Inc. 0.39% Reduce -0.1% 91,807 $20.3M
First Commonwealth Financial Corp 4.81% Add +6.9% 90,914 $20.1M
Valeo Financial Advisors, LLC 0.57% Add +0.2% 90,524 $20.0M
Rovida Advisors Inc. 6.26% New 90,000 $19.9M
Stephens Inc. 0.28% Reduce -2.7% 89,000 $19.7M
Platt Investment Counsel, LLC 17.31% Add +8.7% 88,308 $19.5M
Yost Capital Management, LP 20.00% Add +1804.3% 87,600 $19.3M
Sierra Summit Advisors LLC 4.36% Add +58.5% 85,873 $19.0M
Brighton Jones LLC 0.71% Reduce -1.4% 85,511 $18.9M
Natixis Advisors, LLC 0.04% Reduce -38.3% 85,260 $18.8M
Glenview Trust Co 0.36% Add +0.8% 84,922 $18.8M
Christopher J. Hasenberg, Inc 7.69% Add +855650.0% 85,575 $18.6M
Summit Financial, LLC 0.72% Add +15.6% 83,539 $18.5M
IronBridge Private Wealth, LLC 6.85% Add +25.8% 83,037 $18.3M
All Terrain Financial Advisors, LLC 6.96% Add +8.9% 82,348 $18.2M
Paloma Partners Management Co 1.25% Add +2857.7% 81,720 $18.1M
Alphadyne Asset Management LP 10.72% New 81,121 $17.9M
Stratos Wealth Advisors, LLC 0.82% Reduce -9.8% 81,113 $17.9M
Crewe Advisors LLC 2.07% Add +0.1% 80,939 $17.9M
Thrivent Financial for Lutherans 0.03% Add +1.1% 80,592 $17.8M
Hillcrest Wealth Advisors - NY, LLC 8.87% Add +1.6% 80,422 $17.8M
LMR Partners LLP 0.49% Reduce -20.1% 78,950 $17.4M
Ameritas Investment Partners, Inc. 0.56% Reduce -15.4% 77,178 $17.0M
First Hawaiian Bank 0.55% Reduce -1.0% 77,169 $17.0M
Baron Financial Group, LLC 10.22% Reduce -2.4% 75,653 $16.7M
Portland Global Advisors LLC 2.08% Add +1.1% 74,943 $16.6M
Beacon Pointe Advisors, LLC 0.19% Reduce -3.0% 74,791 $16.5M
Kanawha Capital Management LLC 1.20% Reduce -2.0% 74,508 $16.5M
Victory Capital Management Inc. 0.02% Add +572.3% 74,295 $16.4M
Farmers & Merchants Investments Inc. 0.51% Add +2.1% 74,105 $16.4M
Summit Trail Advisors, LLC 0.40% Add +16.2% 73,700 $16.3M
SimpliFi, Inc. 7.17% Reduce -3.4% 73,204 $16.2M
Guardian Wealth Advisors, LLC 9.95% Reduce -0.8% 72,982 $16.1M
Great Lakes Advisors, LLC 0.14% Reduce -2.4% 72,982 $16.1M
Dynamic Advisor Solutions LLC 0.48% Add +10.8% 72,906 $16.1M
Wesbanco Bank Inc. 0.55% Reduce -0.8% 72,901 $16.1M
Hel Ved Capital Management Ltd 7.54% New 72,480 $16.0M
Old National Bancorp 0.37% Reduce -5.9% 71,757 $15.9M
Brewster Financial Planning LLC 12.15% Add +0.3% 70,918 $15.7M
Larson Financial Group LLC 0.89% Add +46.3% 70,879 $15.7M
Patton Fund Management, Inc. 3.22% Reduce -1.8% 70,640 $15.6M
BTC Capital Management, Inc. 1.38% Add +12.4% 70,381 $15.5M
RTD Financial Advisors, Inc. 1.96% Reduce -0.6% 69,946 $15.5M
Integrated Wealth Concepts LLC 0.19% Add +6.8% 69,944 $15.4M
Salomon & Ludwin, LLC 1.56% Reduce -7.3% 69,199 $15.3M
Symphony Financial, Ltd. Co. 2.52% Add +7.2% 69,577 $15.3M
Axiom Advisory, LLC 0.14% Add +4.5% 71,235 $15.2M
Diversified Trust Co. 0.38% Add +0.7% 67,982 $15.0M
J.W. Cole Advisors, Inc. 0.63% Add +0.2% 67,838 $15.0M
LCM Capital Management Inc 8.61% Add +2.9% 67,728 $15.0M
MSA Advisors, LLC 3.82% New 67,000 $14.8M
Flputnam Investment Management Co. 0.26% Add +2.7% 67,488 $14.5M
Pinkerton Wealth, LLC 2.09% New 64,974 $14.4M
Conning Inc. 0.50% No change 64,939 $14.3M
Jacobi Capital Management LLC 1.08% Add +3.6% 64,444 $14.2M
Financial Advocates Investment Management 0.80% Add +184.9% 139,972 $14.1M
Meridian Wealth Management, LLC 0.70% New 63,918 $14.1M
Smith, Moore & Co. 1.33% Add +2.7% 63,204 $14.0M
Little House Capital LLC 4.00% Add +3.4% 63,080 $13.9M
Dimension Capital Management LLC 2.63% Add +6.0% 63,051 $13.9M
Sageworth Trust Co 0.83% Reduce -40.6% 62,967 $13.9M
Sigma Investment Counselors Inc. 0.81% Reduce -2.0% 62,398 $13.8M
United Capital Financial Advisors, LLC 0.11% Reduce -6.8% 62,335 $13.8M
New Perspectives, Inc 7.33% Add +3.8% 62,280 $13.8M
Strategic Wealth Partners, Ltd. 1.32% Add +1.5% 62,166 $13.7M
Pinnacle Associates Ltd. 0.23% Reduce -0.0% 68,069 $13.7M
Westshore Wealth, LLC 5.51% Add +2.4% 60,793 $13.4M
CHURCHILL MANAGEMENT Corp 0.15% Reduce -1.2% 60,769 $13.4M
Pegasus Partners Ltd. 1.24% Add +3.9% 60,176 $13.3M
Prudential Financial Inc. 0.02% Add +22.4% 59,530 $13.1M
Simmons Bank 0.95% Add +0.4% 59,422 $13.1M
TD Private Client Wealth LLC 0.38% Reduce -3.7% 59,350 $13.1M
Legacy Wealth Management, LLC 0.85% Reduce -0.0% 59,301 $13.1M
HighMark Wealth Management LLC 7.13% Reduce -2.6% 58,993 $13.0M
Sequoia Financial Advisors, LLC 0.14% Reduce -0.7% 58,833 $13.0M
Sierra Capital LLC 1.55% Reduce -0.3% 58,777 $13.0M
Westwood Holdings Group Inc. 0.10% Add +950.0% 58,251 $12.9M
SteelPeak Wealth, LLC 0.57% Reduce -20.7% 58,143 $12.8M
Banque Pictet & Cie SA 0.13% Add +0.3% 57,924 $12.8M
Courier Capital LLC 0.88% Reduce -0.5% 57,878 $12.8M
PEAK6 Investments LLC 0.63% Reduce -54.5% 57,363 $12.7M
IFP Advisors, Inc 0.46% Add +174.0% 57,314 $12.7M
Kestra Private Wealth Services, LLC 0.23% Add +71.4% 57,297 $12.7M
Greenfield FTC, Inc. 2.74% No change 57,262 $12.6M
Bokf, NA 0.22% Reduce -1.3% 57,488 $12.4M
Pinnacle Wealth Management Advisory Group, LLC 1.18% Add +0.7% 55,975 $12.4M
Pinnacle Wealth Management, LLC 14.75% New 55,833 $12.3M
Man Group plc 0.04% Add +274.9% 55,530 $12.3M
Concurrent Investment Advisors, LLC 0.36% Add +3.4% 54,682 $12.1M
Ieq Capital, LLC 0.15% Add +32.0% 54,238 $12.0M
Bremer Bank National Association 2.25% Reduce -1.4% 54,074 $11.9M
Alpine Bank Wealth Management 1.90% — 53,917 $11.9M
Coastline Trust Co 1.39% Reduce -27.1% 53,384 $11.8M
Scotia Capital Inc. 0.06% Add +13.3% 52,801 $11.7M
Lodestar Private Asset Management LLC 1.47% Reduce -0.5% 52,416 $11.6M
SilverOak Wealth Management LLC 2.57% Reduce -0.7% 51,890 $11.5M
Argent Advisors, Inc. 4.23% Add +2.9% 51,541 $11.4M
GW&K Investment Management, LLC 0.10% Reduce -22.6% 51,295 $11.3M
Integrated Advisors Network LLC 0.54% Add +10.0% 51,138 $11.3M
Arbor Investment Advisors, LLC 1.49% Reduce -0.8% 50,846 $11.2M
Callan Family Office, LLC 1.88% Add +16.3% 50,646 $11.2M
Latigo Investments, LLC 5.45% Add +21.8% 50,522 $11.2M
Idaho Trust Co 5.37% Add +1.5% 50,403 $11.1M
Surience Private Wealth LLC 11.37% Add +92.7% 50,354 $11.1M
McLean Asset Management Corp 3.35% Reduce -0.4% 50,657 $11.1M
Annis Gardner Whiting Capital Advisors, LLC 3.13% Add +3.9% 50,226 $11.1M
Gendell Jeffrey L 0.35% Reduce -86.3% 50,000 $11.0M
MCF Advisors LLC 0.77% Reduce -1.8% 49,984 $11.0M
Central Valley Advisors, LLC 6.20% Add +5.5% 49,732 $11.0M
Walleye Trading LLC 0.26% Reduce -76.7% 49,380 $10.9M
&partners 0.21% Add +75.4% 48,577 $10.8M
Fulton Breakefield Broenniman LLC 0.75% Reduce -4.4% 48,405 $10.7M
Banque Cantonale Vaudoise 0.44% Add +172.0% 48,216 $10.7M
Smithfield Trust Co 0.52% Reduce -0.6% 48,060 $10.6M
William Howard & Co Financial Advisors Inc 8.98% Add +0.6% 47,645 $10.5M
Raymond James Trust N.A. 0.23% Reduce -0.2% 47,129 $10.4M
Aspiriant, LLC 0.39% Add +4.4% 46,772 $10.3M
EP Wealth Advisors, LLC 0.09% Add +9.2% 46,746 $10.3M
Compound Planning, Inc. 0.64% Add +6.9% 46,514 $10.3M
Shapiro Capital Management LLC 0.32% Add +408.9% 46,000 $10.2M
London Co. of Virginia 0.05% Reduce -32.4% 45,957 $10.2M
Raelipskie Partnership 4.86% Add +1.4% 45,139 $10.0M
TAP Consulting, LLC 1.96% Reduce -0.5% 45,043 $9.9M
Capitol Family Office, Inc. 12.32% Add +0.5% 45,040 $9.9M
DT Investment Partners, LLC 0.81% Add +0.2% 45,006 $9.9M
Daymark Wealth Partners, LLC 0.42% Add +0.6% 44,970 $9.9M
Nepc LLC 0.30% Add +13.9% 44,764 $9.9M
Fluent Financial, LLC 4.71% Reduce -2.7% 44,339 $9.8M
Arcadia Investment Advisors LLC 5.25% Add +1.5% 44,311 $9.8M
Fund Evaluation Group, LLC 0.54% New 43,870 $9.7M
Kopp Family Office, LLC 6.14% Reduce -61.8% 33,955 $9.6M
Sigma Planning Corp 0.30% Reduce -20.7% 43,618 $9.6M
Norris Financial Group, LLC 4.72% Add +117.2% 43,410 $9.6M
Brevan Howard Capital Management LP 0.48% Reduce -12.4% 43,274 $9.6M
Independent Financial Group, LLC 0.35% Add +98.8% 43,231 $9.5M
Vanguard Group Inc. 0.00% Reduce -3.2% 43,055 $9.5M
Montag A & Associates Inc. 0.45% Reduce -3.3% 42,700 $9.4M
Global Retirement Partners, LLC 0.28% Reduce -18.1% 42,654 $9.4M
Aristotle Capital Boston, LLC 0.31% Reduce -6.7% 42,318 $9.3M
Helios Capital Management Pte. Ltd. 5.76% No change 42,300 $9.3M
Blue Bell Private Wealth Management, LLC 1.78% Add +16.8% 42,296 $9.3M
Meridian Wealth Partners, LLC 1.45% Reduce -16.0% 42,283 $9.3M
Parisi Gray Wealth Management 3.07% Add +866.6% 42,146 $9.3M
J. Goldman & Co LP 0.40% Reduce -83.8% 42,102 $9.3M
Arkadios Wealth Advisors 0.52% Add +56.9% 41,623 $9.2M
Howard Capital Management, LLC 0.15% Reduce -0.2% 41,327 $9.1M
Fidelis Capital Partners, LLC 1.08% Add +13.4% 41,463 $9.1M
Ausdal Financial Partners, Inc. 0.94% Add +1.4% 40,961 $9.0M
Oppenheimer & Co. Inc. 0.14% Add +39.8% 40,938 $9.0M
Moller Wealth Partners 2.26% Reduce -4.1% 40,871 $9.0M
Hilltop Holdings Inc. 0.58% Add +2.7% 40,563 $9.0M
Bray Capital Advisors 2.19% Reduce -5.4% 40,468 $8.9M
Kayne Anderson Rudnick Investment Management LLC 0.02% Reduce -18.1% 40,393 $8.9M
F/m Investments LLC 0.28% Reduce -1.2% 40,198 $8.9M
Ramsay, Stattman, Vela & Price, Inc. 1.64% Reduce -2.7% 39,907 $8.8M
Rothschild Capital Partners, LLC 2.46% Reduce -41.0% 39,868 $8.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.20% Add +0.8% 39,816 $8.8M
Harvest Investment Advisors, LLC 5.97% Add +7.8% 39,729 $8.8M
Central Bank & Trust Co. 1.20% Reduce -1.1% 39,512 $8.7M
Jessup Wealth Management, Inc 4.00% Reduce -6.3% 39,447 $8.7M
Culbertson A N & Co. Inc. 1.40% Reduce -0.3% 39,401 $8.7M
Prospera Financial Services Inc 0.22% Add +55.0% 39,344 $8.7M
Lindbrook Capital, LLC 0.77% Reduce -2.0% 39,347 $8.7M
Independent Family Office, LLC 4.36% Add +9.9% 39,311 $8.7M
JCIC Asset Management Inc. 3.56% Add +2.4% 39,292 $8.7M
HB Wealth Management, LLC 0.09% Reduce -1.7% 39,284 $8.7M
RMR Wealth Builders 0.92% Add +7.1% 39,124 $8.6M
Diversified Portfolios, Inc. 0.90% Reduce -2.2% 38,906 $8.6M
Hancock Whitney Corp. 0.28% Add +2.9% 38,860 $8.6M
Bailard, Inc. 0.22% Reduce -0.2% 38,817 $8.6M
Sowell Financial Services LLC 0.40% Add +12.4% 38,811 $8.6M
Goldstone Financial Group, LLC 1.49% Add +66.3% 38,771 $8.6M
Vontobel Holding Ltd. 0.03% Add +54.4% 38,582 $8.5M
Ashton Thomas Private Wealth, LLC 0.45% Reduce -0.4% 38,556 $8.5M
XML Financial, LLC 0.79% Add +2.4% 38,532 $8.5M
Evercore Wealth Management, LLC 0.13% Reduce -16.7% 38,330 $8.5M
O'shaughnessy Asset Management, LLC 0.08% Add +12.2% 37,757 $8.4M
Rhumbline Advisers 0.01% Add +343.2% 37,954 $8.4M
Pine Valley Investments Ltd Liability Co 0.58% Reduce -8.8% 37,949 $8.4M
St. Louis Trust Co 1.18% Add +2.7% 37,865 $8.4M
Verdence Capital Advisors LLC 0.66% Add +3.0% 37,751 $8.3M
Marquette Associates, Inc. 5.96% Add +0.3% 37,484 $8.3M
Carrera Capital Advisors 2.02% Reduce -38.3% 37,449 $8.3M
Kingfisher Capital LLC 1.90% Reduce -3.6% 37,261 $8.2M
Parkside Financial Bank & Trust 1.14% Add +1.4% 36,942 $8.2M
Allworth Financial LP 0.05% Reduce -2.1% 36,910 $8.2M
Ironwood Investment Management LLC 3.94% Add +9.0% 36,645 $8.1M
Engine Capital Management, LP 1.40% Add +58.8% 36,444 $8.1M
Partners Capital Investment Group, LLP 0.13% Add +0.3% 36,347 $8.0M
Voya Investment Management LLC 0.01% Reduce -40.3% 36,328 $8.0M
Carret Asset Management, LLC 0.87% Add +3.9% 36,144 $8.0M
Avidian Wealth Enterprises, LLC 0.36% Reduce -3.2% 36,039 $8.0M
Gray Private Wealth, LLC 4.76% Add +1.2% 36,039 $8.0M
First Citizens Bank & Trust Co. 0.17% Add +4.2% 35,782 $7.9M
Atticus Wealth Management, LLC 2.52% Add +1.2% 35,586 $7.9M
NBT Bank, N.A. 0.52% Reduce -0.3% 35,250 $7.8M
Aspen Investment Management Inc 3.63% Add +18.9% 35,220 $7.8M
Fiduciary Trust Co 0.11% Add +11.8% 35,201 $7.8M
Fifth Third Securities, Inc. 0.74% Reduce -11.0% 35,174 $7.8M
Axxcess Wealth Management, LLC 0.20% Add +1.0% 35,020 $7.7M
Financial Engines Advisors L.L.C. 0.02% Add +0.4% 34,967 $7.7M
Coldstream Capital Management Inc. 0.17% Add +4.2% 34,581 $7.7M
James Investment Research, Inc. 0.88% Add +2.1% 34,713 $7.7M
Connecticut Wealth Management, LLC 0.37% Reduce -4.7% 34,636 $7.7M
Palisade Asset Management, LLC 0.74% Reduce -0.3% 34,180 $7.6M
Financial Counselors Inc. 0.11% Reduce -6.2% 34,062 $7.5M
DHJJ Financial Advisors, Ltd. 2.96% Reduce -1.7% 33,890 $7.5M
Becker Capital Management Inc. 0.24% Add +0.5% 33,632 $7.4M
Ballentine Partners, LLC 0.13% Reduce -0.1% 33,509 $7.4M
JMG Financial Group, Ltd. 0.25% Add +0.5% 33,504 $7.4M
Advisory Services Network, LLC 0.15% No change 36,277 $7.4M
C M Bidwell & Associates Ltd. 4.50% No change 33,293 $7.4M
Summit Wealth Partners, LLC 1.41% Reduce -2.4% 33,142 $7.3M
Klingman & Associates, LLC 0.45% Reduce -0.7% 33,114 $7.3M
Badgley Phelps Wealth Managers, LLC 0.17% Add +7.1% 33,077 $7.3M
Bradley Foster & Sargent Inc. 0.12% Add +2.9% 32,790 $7.2M
Dumont & Blake Investment Advisors LLC 1.92% Reduce -50.1% 32,578 $7.2M
Corepath Wealth Partners LLC 6.98% Add +1.7% 32,245 $7.2M
McKinley Carter Wealth Services, Inc. 0.43% Reduce -4.4% 32,459 $7.2M
Stevens Capital Management LP 1.02% New 32,400 $7.2M
Chicago Partners Investment Group LLC 0.25% Add +1.2% 32,406 $7.1M
Circle Wealth Management, LLC 0.16% Add +0.5% 32,071 $7.1M
Cornerstone Advisory, LLC 0.93% Add +0.5% 31,961 $7.1M
North Star Investment Management Corp. 0.49% Add +2.9% 31,786 $7.0M
Bleakley Financial Group, LLC 0.21% Reduce -2.3% 31,689 $7.0M
Evergreen Capital Management LLC 0.23% Add +4.0% 31,332 $6.9M
Welch & Forbes LLC 0.09% Reduce -13.5% 31,324 $6.9M
Cercano Management LLC 0.17% New 31,284 $6.9M
Greenleaf Trust 0.06% Add +0.9% 31,246 $6.9M
Caerus Investment Advisors, LLC 6.47% No change 30,894 $6.8M
First National Trust Co 0.26% Reduce -0.3% 30,808 $6.8M
Commonwealth Financial Services, LLC 1.34% Reduce -42.6% 31,173 $6.8M
Newport Capital Group, LLC 4.99% Add +1.0% 30,653 $6.8M
Evolution Wealth Advisors, LLC 1.22% Reduce -10.9% 30,625 $6.8M
Lake Street Advisors Group, LLC 0.31% Add +30.3% 30,558 $6.8M
Gladstone Institutional Advisory LLC 0.33% Add +0.1% 30,497 $6.7M
State of Wisconsin Investment Board 0.02% Add +9.9% 30,434 $6.7M
Symmetry Investments LP 1.41% New 30,106 $6.7M
Legacy Trust 1.53% Add +0.6% 30,105 $6.6M
Mill Creek Capital Advisors, LLC 0.16% Add +3.3% 30,033 $6.6M
Proffitt & Goodson Inc. 1.08% Reduce -28.6% 29,867 $6.6M
LPWM LLC 2.15% Add +1.8% 30,353 $6.6M
Ilmarinen Mutual Pension Insurance Co 0.07% No change 29,681 $6.6M
Advisors Management Group Inc. 1.54% Add +0.9% 29,604 $6.5M
Citizens Business Bank 1.32% Add +1.9% 29,539 $6.5M
Berkshire Money Management, Inc. 0.75% Add +4.0% 29,496 $6.5M
Geneos Wealth Management Inc. 0.25% Add +3.4% 29,402 $6.5M
Cape Cod Five Cents Savings Bank 0.59% Reduce -0.4% 29,296 $6.5M
Belpointe Asset Management LLC 0.39% Add +18.4% 29,227 $6.5M
Central Asset Investments & Management Holdings (HK) Ltd 9.58% New 29,100 $6.4M
Clear Creek Financial Management, LLC 0.72% Add +7.2% 28,828 $6.4M
Good Life Advisors, LLC 0.39% Add +178.8% 28,676 $6.3M
Venture Visionary Partners LLC 0.28% Add +2.8% 28,638 $6.3M
Rossmore Private Capital 0.78% Reduce -0.7% 28,583 $6.3M
IFG Advisory, LLC 0.40% Add +10.5% 28,336 $6.3M
New England Private Wealth Advisors LLC 1.01% Reduce -1.1% 28,323 $6.3M
Fort Point Capital Partners LLC 0.78% Reduce -1.1% 28,163 $6.2M
Argent Trust Co 0.26% Reduce -18.8% 28,079 $6.2M
Bartlett & Co. Wealth Management LLC 0.09% Add +0.9% 28,056 $6.2M
Kingsview Wealth Management, LLC 0.13% Add +52.5% 27,837 $6.1M
BSW Wealth Partners 0.92% Reduce -3.3% 27,786 $6.1M
Prime Capital Investment Advisors, LLC 0.09% Reduce -3.0% 27,740 $6.1M
Albar Capital Ltd 1.37% New 27,559 $6.1M
Capstone Financial Advisors, Inc. 0.37% Add +9.2% 27,550 $6.1M
AlTi Global, Inc. 0.15% Reduce -0.7% 27,484 $6.1M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.60% Reduce -1.0% 27,446 $6.1M
Independence Bank of Kentucky 1.30% Add +12.9% 27,422 $6.1M
Cobblestone Capital Advisors LLC 0.34% Reduce -7.7% 27,332 $6.0M
Spire Wealth Management 0.20% Add +19.0% 27,307 $6.0M
Mutual Advisors, LLC 0.18% Reduce -54.4% 27,297 $6.0M
JFS Wealth Advisors, LLC 0.40% Add +14.3% 26,995 $6.0M
TD Waterhouse Canada Inc. 0.05% Add +17.8% 27,300 $5.9M
Brown Brothers Harriman & Co. 0.04% Add +0.1% 26,829 $5.9M
Fort Washington Investment Advisors Inc. 0.04% Reduce -14.9% 26,708 $5.9M
Summit Wealth & Retirement Planning, Inc. 1.88% Reduce -4.3% 26,699 $5.9M
Country Club Bank 0.39% Add +0.7% 26,712 $5.9M
Vienna Asset Management LLC 4.32% Add +50.2% 26,478 $5.8M
Curi Capital, LLC 0.13% Add +0.6% 26,428 $5.8M
Twin Focus Capital Partners, LLC 0.92% Reduce -1.5% 26,293 $5.8M
Peddock Capital Advisors, LLC 1.39% Add +5.1% 26,240 $5.8M
American Century Companies Inc. 0.00% Add +46.4% 26,200 $5.8M
Full Sail Capital, LLC 0.37% Reduce -5.2% 26,167 $5.8M
Spectrum Wealth Counsel, LLC 0.68% Add +28269.6% 26,100 $5.8M
Benchmark Financial Wealth Advisors, LLC 1.92% Reduce -1.0% 26,027 $5.7M
Stordahl Capital Management, Inc. 1.36% Add +2.9% 26,326 $5.7M
Flagstar Securities, Inc. 1.45% Reduce -3.4% 25,912 $5.7M
Boston Financial Mangement LLC 0.17% Reduce -7.4% 25,802 $5.7M
MV Capital Management, Inc. 0.60% Add +3.9% 25,736 $5.7M
Chartist Inc. 2.92% Reduce -1.6% 25,732 $5.7M
Triumph Capital Management 2.02% Reduce -13.0% 25,686 $5.7M
California First Leasing Corp. 2.43% New 25,305 $5.6M
Advisor Resource Council 2.54% Add +26.8% 25,300 $5.6M
Bridges Investment Management Inc. 0.08% Add +0.1% 25,099 $5.5M
City Holding Co. 0.77% Add +6.2% 24,993 $5.5M
Arete Wealth Advisors, LLC 0.47% New 25,015 $5.5M
Verger Capital Management LLC 2.71% Reduce -6.9% 24,833 $5.5M
Prosperity Consulting Group, LLC 0.43% Reduce -4.7% 24,734 $5.5M
Centaurus Financial, Inc. 0.35% Add +8.7% 24,642 $5.4M
Arrowstreet Capital, Limited Partnership 0.00% Add +5.2% 24,431 $5.4M
Cary Street Partners Investment Advisory LLC 0.20% Reduce -41.4% 24,413 $5.4M
Canton Hathaway, LLC 1.34% Add +1.5% 24,377 $5.4M
Leslie Global Wealth, LLC 2.61% Add +20.3% 24,324 $5.4M
YHB Investment Advisors, Inc. 0.44% Reduce -0.2% 24,306 $5.4M
Williams Jones Wealth Management, LLC. 0.06% Reduce -0.8% 24,065 $5.3M
Smith & Howard Wealth Management, LLC 1.49% Add +1.3% 24,055 $5.3M
Evoke Wealth, LLC 0.14% Add +1095.2% 24,035 $5.3M
Investors Asset Management of Georgia Inc. /Ga/ 2.46% Reduce -41.4% 23,574 $5.2M
Private Trust Co. NA 0.52% Add +11.5% 23,543 $5.2M
Schonfeld Strategic Advisors LLC 0.04% Reduce -88.7% 23,342 $5.2M
Wealthcare Advisory Partners LLC 0.15% Reduce -1.4% 23,293 $5.1M
CreativeOne Wealth, LLC 0.17% Add +8.3% 23,275 $5.1M
Mount Capital Ltd 1.78% No change 23,100 $5.1M
Snowden Capital Advisors LLC 0.15% Add +34.1% 22,923 $5.1M
First Merchants Corp. 0.19% Reduce -5.4% 22,818 $5.0M
Pursue Wealth Partners LLC 2.75% Add +178.1% 22,781 $5.0M
Polar Asset Management Partners Inc. 0.17% Reduce -76.8% 22,700 $5.0M
USAdvisors Wealth Management, LLC 1.75% Add +4.1% 22,728 $5.0M
FAS Wealth Partners, Inc. 0.40% Add +7.6% 22,542 $5.0M
Foundations Investment Advisors, LLC 0.10% Add +140.1% 22,501 $5.0M
NWF Advisory Services Inc. 0.72% Reduce -2.4% 22,471 $5.0M
Gries Financial LLC 0.93% Reduce -0.0% 22,466 $5.0M
C2C Wealth Management, LLC 4.61% Add +0.9% 22,739 $5.0M
Crescent Grove Advisors, LLC 0.50% Reduce -1.3% 22,362 $4.9M
Amica Mutual Insurance Co. 0.48% Reduce -47.6% 22,358 $4.9M
Unionview, LLC 3.83% Add +0.3% 22,278 $4.9M
Marquette Asset Management, LLC 0.78% Reduce -2.5% 22,267 $4.9M
Beam Wealth Advisors, Inc. 1.49% Add +2.1% 22,210 $4.9M
Amtrust Financial Services, Inc. 2.37% No change 22,200 $4.9M
Addenda Capital Inc. 0.17% Reduce -3.9% 22,100 $4.9M
Northeast Financial Consultants Inc 0.21% Add +0.6% 22,100 $4.9M
Wealth Advisory Solutions, LLC 1.34% Add +3.3% 22,074 $4.9M
Anchor Capital Advisors LLC 0.13% Reduce -0.0% 21,937 $4.8M
PFG Advisors 0.30% Add +11.3% 21,886 $4.8M
WealthPlan Investment Management, LLC 0.48% New 21,613 $4.8M
TCV Trust & Wealth Management, Inc. 0.43% Reduce -3.7% 21,610 $4.8M
Abundance Wealth Counselors 0.99% New 21,607 $4.8M
Baltimore-Washington Financial Advisors, Inc. 0.26% Add +6.3% 21,587 $4.8M
Appleton Partners Inc. 0.35% Reduce -4.5% 21,524 $4.8M
Woodstock Corp. 0.46% Reduce -3.4% 21,485 $4.7M
Wintrust Investments LLC 3.51% Reduce -89.8% 21,466 $4.7M
Prudent Man Advisors, LLC 1.58% Reduce -1.7% 21,457 $4.7M
Silvercrest Asset Management Group LLC 0.03% Reduce -24.4% 21,410 $4.7M
NorthRock Partners, LLC 0.16% Add +0.4% 21,389 $4.7M
Union Savings Bank 2.32% Reduce -2.5% 21,379 $4.7M
Fifth Third Wealth Advisors LLC 0.29% Reduce -7.9% 21,244 $4.7M
Loomis Sayles & Co. L P 0.01% Add +502.8% 21,225 $4.7M
Boston Research & Management Inc. 1.09% No change 21,041 $4.6M
BayBridge Capital Group, LLC 3.34% Add +9.3% 21,018 $4.6M
Rockingstone Advisors LLC 2.28% Add +0.9% 21,004 $4.6M
Cullen/Frost Bankers, Inc. 0.06% Reduce -0.5% 20,961 $4.6M
State of Wyoming 0.66% Add +47.7% 20,905 $4.6M
Pacific Capital Wealth Advisors, Inc. 0.78% Reduce -44.2% 20,891 $4.6M
Almanack Investment Partners, LLC. 0.72% Reduce -5.9% 20,841 $4.6M
Burke & Herbert Bank & Trust Co. 1.07% Reduce -3.3% 20,814 $4.6M
StoneX Group Inc. 0.33% Add +18.5% 20,798 $4.6M
Legacy Edge Advisors, LLC 0.73% Add +2.7% 20,583 $4.5M
CMG Global Holdings, LLC 2.56% Add +1.4% 20,533 $4.5M
Certuity, LLC 0.49% Add +8.6% 20,490 $4.5M
HUB Investment Partners, LLC 0.20% Reduce -18.9% 20,454 $4.5M
Bank of Nova Scotia 0.01% Reduce -38.2% 20,223 $4.5M
Menard Financial Group LLC 2.94% New 20,206 $4.5M
Prelude Capital Management, LLC 0.34% Add +205.5% 20,196 $4.5M
Parallel Advisors, LLC 0.11% Reduce -3.6% 20,175 $4.5M
Black Swift Group, LLC 0.98% Reduce -6.8% 20,170 $4.5M
Sei Investments Co. 0.01% Reduce -9.0% 20,158 $4.5M
Rathbones Group PLC 0.02% Add +2.7% 20,109 $4.4M
OneDigital Investment Advisors LLC 0.05% Add +15.9% 20,011 $4.4M
Aptus Capital Advisors, LLC 0.07% Add +1492.5% 19,986 $4.4M
Sandbox Financial Partners, LLC 1.56% Add +7.5% 19,971 $4.4M
Nomura Asset Management Co. Ltd. 0.01% Add +55.3% 19,880 $4.4M
FNY Investment Advisers, LLC 2.13% New 19,859 $4.4M
Graham Capital Management, L.P. 0.23% New 19,800 $4.4M
waypoint wealth counsel 2.95% Add +1.7% 19,729 $4.4M
E&G Advisors, LLC 1.21% Add +24.3% 19,725 $4.4M
Royce & Associates LP 0.04% New 19,700 $4.4M
Hill Island Financial LLC 1.31% Add +0.3% 19,603 $4.3M
Dorsey & Whitney Trust CO LLC 0.23% Add +10.5% 19,521 $4.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.05% No change 19,418 $4.3M
SpiderRock Advisors, LLC 0.09% Reduce -0.5% 19,357 $4.3M
Park Avenue Securities LLC 0.05% Reduce -18.8% 19,287 $4.3M
Smith Chas P & Associates Pa Cpas 0.24% Add +1.4% 19,184 $4.2M
Pine Ridge Advisers LLC 0.42% No change 19,162 $4.2M
Focus Partners Advisor Solutions, LLC 0.09% Reduce -3.8% 19,124 $4.2M
Auour Investments LLC 1.50% Reduce -1.8% 18,995 $4.2M
Steph & Co. 1.34% Add +3.6% 19,061 $4.2M
Garda Capital Partners LP 1.04% Add +463.5% 18,831 $4.2M
Canandaigua National Bank & Trust Co. 0.40% Reduce -0.7% 18,787 $4.1M
Carnegie Investment Counsel 0.12% Add +15.7% 18,771 $4.1M
Capital Advisory Group Advisory Services, LLC 1.65% Add +3.9% 18,743 $4.1M
Sunburst Financial Group, LLC 1.05% Reduce -0.2% 18,735 $4.1M
Elevation Point Wealth Partners, LLC 0.40% Add +0.8% 18,691 $4.1M
Randall & Associates Wealth Management 3.38% Reduce -6.3% 18,680 $4.1M
Fox Run Management, L.L.C. 0.92% New 18,677 $4.1M
AE Wealth Management LLC 0.04% Reduce -88.6% 18,665 $4.1M
Pinnacle Wealth Management Group, Inc. 2.59% Add +2.7% 18,577 $4.1M
GM Advisory Group, LLC 0.25% Add +10.7% 18,549 $4.1M
Atria Investments, Inc 0.05% Reduce -39.7% 18,503 $4.1M
Provida Pension Fund Administrator 0.09% No change 18,482 $4.1M
Nicholas Investment Partners, LP 0.42% New 18,449 $4.1M
Cordgrass Capital Advisors, LLC 1.18% Add +5.5% 18,363 $4.1M
Aureus Asset Management, LLC 0.27% Reduce -1.5% 18,362 $4.1M
Nilsine Partners, LLC 0.52% Add +837.0% 18,280 $4.0M
Channel Wealth LLC 1.33% Add +310.4% 18,269 $4.0M
Evermay Wealth Management LLC 0.65% Reduce -14.3% 18,228 $4.0M
NINE MASTS CAPITAL Ltd 2.03% New 18,225 $4.0M
St. Johns Investment Management Company, LLC 1.89% Reduce -3.3% 18,217 $4.0M
Aaron Wealth Advisors LLC 0.48% Add +0.1% 18,189 $4.0M
FFT Wealth Management LLC 0.30% Reduce -3.3% 18,176 $4.0M
Perkins Coie Trust Co 0.89% Reduce -16.3% 18,158 $4.0M
Lyell Wealth Management, LP 0.36% Reduce -5.0% 18,105 $4.0M
Edge Capital Group, LLC 0.18% Reduce -1.9% 18,101 $4.0M
B. Riley Wealth Advisors, Inc. 0.11% Reduce -7.2% 18,224 $4.0M
Capital Group Private Client Services, Inc. 0.04% Reduce -2.9% 17,980 $4.0M
Merit Financial Group, LLC 0.09% Add +17.2% 17,852 $3.9M
Nwam LLC 0.24% New 17,767 $3.9M
K.J. Harrison & Partners Inc 0.59% No change 17,658 $3.9M
Heritage Investors Management Corp. 0.13% Reduce -0.5% 17,725 $3.9M
BOK Financial Private Wealth, Inc. 0.28% Reduce -4.9% 17,562 $3.9M
WealthBridge Capital Management, LLC 1.11% Add +4.5% 17,488 $3.9M
M&R Capital Management Inc. 0.85% Add +3.2% 17,459 $3.9M
Archvest Wealth Advisors, Inc. 2.44% Add +7.4% 17,425 $3.8M
Lazard Asset Management LLC 0.01% Add +0.6% 17,423 $3.8M
Trifecta Capital Advisors, LLC 0.80% Add +0.0% 17,405 $3.8M
Rehmann Capital Advisory Group 0.25% Add +0.4% 17,331 $3.8M
Unique Wealth, LLC 0.87% Add +33.3% 17,298 $3.8M
Aua Capital Management, LLC 2.21% Reduce -0.4% 17,296 $3.8M
Insigneo Advisory Services, LLC 0.38% Add +4.4% 17,145 $3.8M
Peak Asset Management, LLC 0.71% Reduce -0.4% 17,133 $3.8M
Campion Asset Management 2.78% Reduce -3.2% 17,111 $3.8M
CoreCap Advisors, LLC 0.18% New 17,075 $3.8M
Apollon Wealth Management, LLC 0.11% Reduce -0.7% 16,969 $3.7M
Centiva Capital, LP 0.17% Add +131.4% 16,844 $3.7M
Processus Wealth & Capital Management, LLC 3.06% New 16,838 $3.7M
Exencial Wealth Advisors, LLC 0.13% Reduce -14.8% 16,833 $3.7M
Western Wealth Management, LLC 0.21% Add +42.0% 16,776 $3.7M
Carolinas Wealth Consulting LLC 0.67% Reduce -1.7% 16,774 $3.7M
Chemung Canal Trust Co. 0.75% Reduce -0.0% 16,748 $3.7M
Principal Financial Group Inc. 0.00% Reduce -2.3% 16,675 $3.7M
Keebeck Wealth Management 0.53% Reduce -0.6% 16,629 $3.7M
Eagle Asset Management Inc. 0.02% Reduce -56.9% 15,367 $3.7M
Freestone Capital Holdings, LLC 0.13% Reduce -4.0% 16,428 $3.6M
Townsquare Capital LLC 0.04% Add +10.6% 16,311 $3.6M
Manchester Capital Management LLC 0.42% Reduce -46.0% 16,256 $3.6M
Alera Investment Advisors, LLC 0.42% Reduce -13.4% 16,239 $3.6M
Objectivity Squared, LLC 2.49% Add +2.5% 16,484 $3.6M
TFO Wealth Partners, LLC 0.67% Add +0.3% 16,204 $3.6M
Guggenheim Capital LLC 0.03% Reduce -0.8% 16,194 $3.6M
Trust Co of the South 0.76% Add +0.5% 16,174 $3.6M
Mycio Wealth Partners, LLC 0.81% Add +0.7% 16,068 $3.5M
Harbour Investments, Inc. 0.11% Add +31.2% 16,046 $3.5M
American Assets Investment Management, LLC 0.31% New 16,000 $3.5M
Franklin, Parlapiano, Turner & Welch, LLC 0.91% No change 15,980 $3.5M
Keel Point, LLC 0.29% Add +49.2% 15,852 $3.5M
Cranbrook Wealth Management, LLC 0.80% Reduce -4.7% 15,851 $3.5M
Beacon Investment Advisory Services, Inc. 0.15% Add +0.4% 15,828 $3.5M
Legacy Advisory Services, LLC 3.00% New 15,810 $3.5M
Gerber Kawasaki Wealth & Investment Management 0.16% Add +151.8% 15,801 $3.5M
Corundum Group, Inc. 1.58% Reduce -35.4% 15,689 $3.5M
Holistic Financial Partners 1.66% Reduce -1.0% 15,656 $3.5M
Webster Bank, N. A. 0.37% Reduce -3.2% 15,583 $3.4M
Crestwood Advisors Group, LLC 0.07% Reduce -0.2% 15,542 $3.4M
Empire Financial Management Company, LLC 1.06% Add +33.0% 15,530 $3.4M
LSP Investment Advisors, LLC 1.84% No change 15,500 $3.4M
Marathon Trading Investment Management LLC 1.62% Add +188.6% 15,500 $3.4M
Mayflower Financial Advisors, LLC 0.51% Add +0.3% 15,369 $3.4M
Transcendent Capital Group LLC 1.74% Add +9096.4% 15,358 $3.4M
Campbell Wealth Management 0.30% New 15,325 $3.4M
West Bancorporation Inc. 2.25% Reduce -0.8% 15,245 $3.4M
Archer Investment Corp 0.91% Reduce -24.4% 15,241 $3.4M
Perbak Capital Partners LLP 2.36% Reduce -40.0% 15,233 $3.4M
Joel Isaacson & Co., LLC 0.16% Add +3.4% 15,230 $3.4M
NewEdge Wealth, LLC 0.06% Reduce -18.9% 15,192 $3.4M
Adero Partners, LLC 0.22% Reduce -1.0% 15,081 $3.3M
Bricktown Capital, LLC 0.62% Add +167.2% 15,074 $3.3M
Walkner Condon Financial Advisors LLC 0.68% Reduce -1.3% 15,004 $3.3M
Firestone Capital Management 0.83% Add +0.6% 14,949 $3.3M
Russell Investments Group, Ltd. 0.00% Reduce -0.5% 14,917 $3.3M
Principal Securities, Inc. 0.08% Add +208.2% 14,869 $3.3M
RB Capital Management, LLC 0.81% Add +0.5% 14,865 $3.3M
Acropolis Investment Management, LLC 0.19% Reduce -0.0% 14,842 $3.3M
Fulton Bank, N.A. 0.13% Add +3.7% 14,825 $3.3M
Robertson Stephens Wealth Management, LLC 0.12% Add +14.1% 14,706 $3.2M
Perissos Private Wealth Management, LLC 2.61% Add +218.2% 14,701 $3.2M
Summit Place Financial Advisors, LLC 1.81% Reduce -2.8% 14,665 $3.2M
Harbour Capital Advisors, LLC 0.75% Add +0.4% 14,838 $3.2M
Resolute Advisors LLC 0.66% Add +0.1% 14,592 $3.2M
Wedbush Securities Inc. 0.12% Add +14.9% 14,550 $3.2M
Harmony Asset Management LLC 1.18% Add +93.8% 14,535 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Add +0.0% 14,474 $3.2M
Three Bridge Wealth Advisors, LLC 1.18% Add +58.3% 14,462 $3.2M
Orion Porfolio Solutions, LLC 0.03% Add +6.6% 14,302 $3.2M
Orion Portfolio Solutions, LLC 0.03% Add +6.6% 14,302 $3.2M
Patten & Patten Inc. 0.21% Add +21.1% 14,284 $3.2M
Jaffetilchin Investment Partners, LLC 0.24% Add +474.6% 14,226 $3.1M
Americana Partners, LLC 0.21% No change 14,225 $3.1M
Calton & Associates, Inc. 1.20% Add +795.7% 14,224 $3.1M
EPIQ Capital Group, LLC 0.90% Add +761.7% 14,210 $3.1M
Audent Global Asset Management, LLC 5.33% Reduce -20.6% 14,152 $3.1M
Forte Asset Management LLC 1.66% Add +0.7% 14,094 $3.1M
Quadrant Capital Group LLC 0.22% Add +2.4% 14,086 $3.1M
Salem Investment Counselors Inc. 0.09% Reduce -0.7% 14,048 $3.1M
MYDA Advisors LLC 0.89% New 14,000 $3.1M
Segall Bryant & Hamill, LLC 0.04% Add +27.4% 13,966 $3.1M
First Heartland Consultants, Inc. 0.33% Add +485.4% 13,962 $3.1M
Willis Johnson & Associates, Inc. 0.23% Reduce -1.0% 13,953 $3.1M
Rebalance, LLC 0.22% Reduce -1.3% 13,889 $3.1M
Redwood Wealth Management Group, LLC 1.52% Add +99.8% 13,879 $3.1M
Birch Hill Investment Advisors LLC 0.14% Add +2.2% 13,804 $3.0M
Bouchey Financial Group, Ltd. 0.27% Reduce -0.2% 13,696 $3.0M
Operose Advisors LLC 0.97% Reduce -0.5% 13,608 $3.0M
MASO CAPITAL PARTNERS Ltd 2.85% New 13,600 $3.0M
Sound View Wealth Advisors Group, LLC 0.24% Add +25.1% 13,586 $3.0M
Vision Capital Management, Inc. 0.42% Reduce -0.0% 13,577 $3.0M
Cozad Asset Management Inc. 0.29% Add +5.6% 13,571 $3.0M
Provenance Wealth Advisors, LLC 0.37% Add +2.6% 13,554 $3.0M
Continuum Advisory, LLC 0.38% Add +4.6% 12,905 $3.0M
Great Valley Advisor Group, Inc. 0.07% Add +1.6% 13,545 $3.0M
Addis & Hill, Inc 2.28% Reduce -0.6% 13,485 $3.0M
Ciovacco Capital Management LLC 1.74% Add +446.0% 13,480 $3.0M
Vident Advisory, LLC 0.07% Reduce -0.3% 13,474 $3.0M
Sykon Capital LLC 1.05% New 13,441 $3.0M
Davidson Trust Co. 1.52% Reduce -0.2% 13,431 $3.0M
Polen Capital Management LLC 0.01% Add +35.3% 13,381 $3.0M
Merriman Wealth Management, LLC 0.12% Reduce -1.7% 13,332 $2.9M
Berkshire Asset Management LLC 0.15% No change 14,513 $2.9M
Graypoint LLC 0.19% Add +2.2% 13,194 $2.9M
Absolute Capital Management, LLC 1.73% Add +49.2% 13,187 $2.9M
Private Wealth Group, LLC 1.45% Reduce -19.9% 13,153 $2.9M
Nicholas Hoffman & Company, LLC. 0.12% Add +0.1% 13,061 $2.9M
Chesapeake Wealth Management 0.98% Reduce -0.1% 13,004 $2.9M
Ameritas Advisory Services, LLC 0.12% Add +5.4% 12,965 $2.9M
Visionary Wealth Advisors 0.17% Add +9.1% 12,931 $2.9M
Trust Point Inc. 0.21% Reduce -0.2% 12,863 $2.8M
RKL Wealth Management LLC 0.26% Reduce -2.6% 12,856 $2.8M
Abbot Financial Management, Inc. 1.43% Add +1.0% 12,826 $2.8M
International Assets Investment Management, LLC 0.23% Add +13.1% 12,825 $2.8M
PFG Investments, LLC 0.18% Add +10.6% 12,816 $2.8M
Godshalk Welsh Capital Management, Inc. 1.79% Add +2.0% 12,812 $2.8M
Algert Global LLC 0.08% Add +27.3% 12,776 $2.8M
One Capital Management, LLC 0.09% Reduce -20.2% 12,760 $2.8M
Allspring Global Investments Holdings, LLC 0.00% Reduce -28.9% 12,742 $2.8M
Cornerstone Wealth Group, LLC 0.23% Reduce -0.3% 12,719 $2.8M
3Chopt Investment Partners, LLC 1.00% Reduce -0.9% 12,713 $2.8M
Bristlecone Advisors, LLC 0.22% Add +2.5% 12,672 $2.8M
AlphaStar Capital Management, LLC 0.22% Add +8.4% 12,658 $2.8M
Laurel Wealth Advisors LLC 0.45% Add +5.0% 12,642 $2.8M
Bryn Mawr Trust Advisors, LLC 0.15% Reduce -1.8% 12,590 $2.8M
Regal Investment Advisors LLC 0.19% Reduce -6.9% 12,554 $2.8M
Simon Quick Advisors, LLC 0.17% Add +9.2% 12,427 $2.7M
LifeSteps Financial, Inc. 2.14% Reduce -2.9% 12,405 $2.7M
Leavell Investment Management, Inc. 0.14% Reduce -0.6% 12,323 $2.7M
American Institute for Advanced Investment Management, LLP 1.93% Reduce -3.1% 12,233 $2.7M
DAVENPORT & Co LLC 0.02% Reduce -8.8% 12,229 $2.7M
Bedel Financial Consulting, Inc. 0.38% Add +4.7% 12,224 $2.7M
Mission Wealth Management, LP 0.07% Add +20.2% 12,200 $2.7M
Alley Investment Management Company, LLC 0.34% Add +30.0% 12,199 $2.7M
New England Asset Management Inc. 0.44% Add +4.3% 12,170 $2.7M
LGL Partners, LLC 0.37% Add +0.3% 11,980 $2.6M
Associated Banc-Corp 0.08% Add +5.7% 11,964 $2.6M
GC Wealth Management RIA, LLC 0.46% Reduce -0.1% 11,899 $2.6M
Level Four Advisory Services, LLC 0.11% Add +61.7% 12,050 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +0.8% 11,880 $2.6M
Quadcap Wealth Management, LLC 0.41% Add +14.7% 11,878 $2.6M
Finivi Inc. 2.12% Add +251.2% 11,840 $2.6M
Sandy Spring Bank 0.11% Reduce -1.5% 11,821 $2.6M
Second Half Financial Partners, LLC 1.38% New 11,799 $2.6M
Saxon Interests, Inc. 1.18% Reduce -11.3% 11,718 $2.6M
LVW Advisors, LLC 0.33% Reduce -8.3% 11,707 $2.6M
Apexium Financial, LP 0.17% Add +9.8% 11,687 $2.6M
Arbor Trust Wealth Advisors, LLC 1.35% No change 12,716 $2.6M
Menora Mivtachim Holdings LTD. 0.02% Reduce -4.9% 11,646 $2.6M
TFB Advisors LLC 0.76% Add +1.5% 11,620 $2.6M
Strategic Investment Management, LLC 2.69% Reduce -51.3% 11,620 $2.6M
Kettle Hill Capital Management, LLC 0.66% Reduce -70.6% 11,620 $2.6M
Haverford Trust Co 0.03% Reduce -2.5% 11,618 $2.6M
Sienna Gestion 0.17% New 11,600 $2.6M
Radnor Capital Management, LLC 0.38% New 11,500 $2.5M
Olympiad Research LP 1.65% Add +106.2% 11,496 $2.5M
BigSur Wealth Management LLC 0.70% Add +13.9% 11,460 $2.5M
Capital Investment Advisory Services, LLC 0.24% Reduce -10.8% 11,450 $2.5M
Two Sigma Securities, LLC 0.20% Reduce -25.4% 11,430 $2.5M
Venturi Wealth Management, LLC 0.13% Add +2.1% 11,426 $2.5M
Cutter & CO Brokerage, Inc. 0.57% New 11,371 $2.5M
Sachem Hill LLC 0.51% Reduce -1.0% 11,369 $2.5M
Texas Capital Bank Wealth Management Services Inc 0.25% Add +579.2% 11,350 $2.5M
Foresight Capital Management Advisors, Inc. 1.49% Add +8.6% 11,350 $2.5M
WealthTrust Asset Management, LLC 1.87% Add +121.9% 11,342 $2.5M
Central Pacific Bank - Trust Division 0.33% Reduce -0.2% 11,341 $2.5M
Lighthouse Investment Partners, LLC 0.13% New 11,224 $2.5M
Brookstone Capital Management 0.04% Reduce -50.9% 11,200 $2.5M
Kaydan Wealth Management, Inc. 0.73% Add +2.4% 11,170 $2.5M
Dagco, Inc. 1.01% Reduce -7.5% 11,156 $2.5M
BluePointe Capital Management, LLC 1.58% Add +1.4% 11,075 $2.4M
Earnest Partners LLC 0.01% Reduce -11.0% 11,065 $2.4M
Tocqueville Asset Management L.P. 0.04% Add +2.2% 11,046 $2.4M
Genesee Capital Advisors, LLC 1.17% New 11,016 $2.4M
Sabal Trust CO 0.13% Reduce -2.9% 11,005 $2.4M
Sepio Capital, LP 0.19% No change 10,996 $2.4M
Intrua Financial, LLC 0.39% Add +2.5% 10,939 $2.4M
Lanark Financial, Inc. 0.20% Reduce -3.9% 10,930 $2.4M
Sunbelt Securities, Inc. 0.24% Add +32.1% 10,914 $2.4M
Nixon Peabody Trust Co. 0.20% Add +3.8% 10,875 $2.4M
Moody National Bank Trust Division 0.26% Add +0.5% 10,822 $2.4M
Revolve Wealth Partners, LLC 0.36% Reduce -0.3% 10,802 $2.4M
Ping Capital Management, Inc. 1.33% Add +1.9% 10,800 $2.4M
Hirtle & Co., LLC 0.11% Reduce -0.2% 10,780 $2.4M
Bienville Capital Management, LLC 0.62% Add +78.1% 10,778 $2.4M
DCF Advisers, LLC 1.24% Reduce -6.5% 10,750 $2.4M
Objective Capital Management, LLC 1.39% — 10,685 $2.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.36% Add +29.5% 10,668 $2.4M
Eldridge Investment Advisors, Inc. 0.55% Reduce -4.5% 10,616 $2.3M
Matrix Asset Advisors Inc. 0.26% Add +0.1% 10,601 $2.3M
Moloney Securities Asset Management, LLC 0.32% Reduce -7.6% 10,588 $2.3M
Weaver Consulting Group 0.74% Add +16.7% 10,573 $2.3M
Seamount Financial Group Inc. 1.75% Add +3.6% 10,563 $2.3M
Aspect Partners, LLC 1.31% Reduce -2.8% 10,546 $2.3M
Regent Peak Wealth Advisors LLC 0.53% Add +4.3% 10,534 $2.3M
Institute for Wealth Management, LLC. 0.29% Add +8.1% 10,483 $2.3M
Farther Finance Advisors, LLC 0.09% Add +27.3% 10,461 $2.3M
Spinnaker Trust 0.14% No change 10,445 $2.3M
Mathes Company, Inc. 0.82% Reduce -23.3% 10,410 $2.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% No change 10,400 $2.3M
Nicolet Bankshares Inc. 0.46% No change 10,338 $2.3M
Blue Trust, Inc. 0.03% Add +66.6% 11,230 $2.3M
Riverwater Partners LLC 1.13% Add +281.0% 10,469 $2.3M
Jackson, Grant Investment Advisers, Inc. 0.84% Add +0.8% 10,217 $2.3M
Fuller & Thaler Asset Management, Inc. 0.01% Add +86.8% 10,208 $2.3M
Gryphon Financial Partners LLC 0.31% Add +14.0% 10,192 $2.3M
Westmount Partners, LLC 0.68% Reduce -0.1% 10,169 $2.2M
AdvisorNet Financial, Inc 0.17% Add +3.5% 10,067 $2.2M
Heritage Family Offices, LLP 1.15% Reduce -7.1% 10,067 $2.2M
Quantinno Capital Management LP 0.03% New 10,060 $2.2M
Mechanics Financial Corp 0.97% Reduce -5.4% 10,003 $2.2M
Ulysses Management LLC 0.51% New 10,000 $2.2M
Luxor Capital Group, LP 0.30% New 10,000 $2.2M
Bluespring Wealth Management, LLC 0.22% Reduce -8.9% 9,981 $2.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 9,970 $2.2M
Bare Financial Services, Inc 0.90% Reduce -41.5% 9,869 $2.2M
Valmark Advisers, Inc. 0.03% Reduce -2.1% 9,855 $2.2M
Gridiron Partners, LLC 1.31% No change 9,811 $2.2M
GenTrust, LLC 0.11% Add +91.6% 9,798 $2.2M
Peregrine Asset Advisers, Inc. 0.74% No change 9,741 $2.2M
Gardner Lewis Asset Management L P 0.61% New 9,725 $2.1M
Thompson Siegel & Walmsley LLC 0.03% Add +0.3% 9,717 $2.1M
IPG Investment Advisors LLC 0.47% Add +821.8% 9,679 $2.1M
Azimuth Capital Investment Management LLC 0.08% Reduce -6.2% 9,665 $2.1M
Essex Bank 0.53% Add +0.9% 9,662 $2.1M
Oakwell Private Wealth Management, LLC 0.61% Reduce -0.9% 9,661 $2.1M
Essex Financial Services, Inc. 0.15% Add +2.4% 9,634 $2.1M
MWA Asset Management 1.42% Add +4.3% 9,641 $2.1M
Apella Capital, LLC 0.09% Add +0.1% 9,786 $2.1M
Athena Investment Management 1.21% No change 9,638 $2.1M
RFG Advisory, LLC 0.06% Add +4.7% 9,584 $2.1M
Cannon Advisors, Inc. 1.73% — 9,594 $2.1M
Childress Capital Advisors, LLC 0.57% Add +14.7% 9,561 $2.1M
Kingswood Wealth Advisors, LLC 0.15% Add +75.0% 9,453 $2.1M
Polymer Capital Management (HK) LTD 0.48% Add +626.1% 9,440 $2.1M
Delta Investment Management, LLC 0.42% New 9,437 $2.1M
jvl associates llc 0.80% Add +0.2% 9,432 $2.1M
Fortis Capital Advisors, LLC 0.70% Add +312.9% 9,422 $2.1M
Mosaic Financial Group, LLC 1.48% Add +0.9% 9,422 $2.1M
Opus Capital Group, LLC 0.26% Reduce -0.0% 9,383 $2.1M
Infrastructure Capital Advisors, LLC 0.34% Add +53.8% 9,357 $2.1M
Harvest Investment Services, LLC 0.66% Add +26.3% 9,327 $2.1M
Ballast Advisors LLC 0.64% Add +0.1% 9,317 $2.1M
Glen Eagle Advisors, LLC 0.35% Add +3.3% 9,311 $2.1M
Fernwood Investment Management, LLC 0.67% Reduce -32.1% 9,270 $2.0M
Claro Advisors Inc. 0.26% Reduce -2.5% 9,237 $2.0M
Indiana Trust & Investment Management Co 0.70% No change 9,235 $2.0M
Hollencrest Capital Management 0.08% Reduce -91.8% 9,182 $2.0M
GEM Asset Management, LLC 1.16% Add +6.5% 9,308 $2.0M
Paragon Capital Management LLC 1.05% Reduce -0.4% 9,151 $2.0M
DBK Financial Counsel, LLC 2.03% Reduce -0.8% 9,110 $2.0M
AQR Capital Management 0.00% Add +24.2% 9,109 $2.0M
Lakeshore Financial Planning, Inc. 0.89% Add +0.2% 9,098 $2.0M
Nvwm, LLC 0.51% Add +31.0% 9,070 $2.0M
New Wave Wealth Advisors LLC 0.92% Add +89.8% 9,016 $2.0M
Heritage Oak Wealth Advisors LLC 0.92% New 9,016 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +8.6% 9,010 $2.0M
Pinnacle Wealth Planning Services, Inc. 0.27% Reduce -37.3% 8,973 $2.0M
Cahill Financial Advisors Inc. 0.27% Add +0.0% 8,934 $2.0M
Optimum Investment Advisors 0.85% Add +12.7% 8,898 $2.0M
Tradition Wealth Management, LLC 0.17% Add +0.2% 8,871 $2.0M
Garden State Investment Advisory Services LLC 0.63% Add +8.0% 8,851 $2.0M
Seneca Financial Advisors LLC 0.95% Reduce -1.3% 8,807 $1.9M
Calamos Wealth Management LLC 0.10% No change 8,769 $1.9M
Parker Financial LLC 0.97% Reduce -16.4% 8,765 $1.9M
Abacus Planning Group, Inc. 0.34% Reduce -3.9% 8,735 $1.9M
Chatham Capital Group, Inc. 0.31% Reduce -6.4% 8,689 $1.9M
Advisor OS, LLC 0.19% Reduce -1.0% 8,684 $1.9M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -9.6% 8,663 $1.9M
Montecito Bank & Trust 0.33% Add +1.2% 8,634 $1.9M
Cannell & Spears LLC 0.04% Add +11.7% 8,630 $1.9M
Bensler, LLC 0.24% Add +0.1% 8,600 $1.9M
Johnson Financial Group, Inc. 0.09% Add +33.6% 8,591 $1.9M
Sterling Investment Advisors LLC 1.07% Add +2.9% 8,586 $1.9M
Oxford Financial Group, LTD. LLC 0.12% Reduce -10.7% 8,538 $1.9M
Fiducient Advisors LLC 0.22% Add +26.0% 8,531 $1.9M
Legacy Bridge, LLC 1.01% Reduce -0.1% 8,525 $1.9M
1834 Investment Advisors Co. 0.22% Reduce -0.2% 8,518 $1.9M
Stonegate Investment Group, LLC 0.05% Reduce -0.9% 8,514 $1.9M
BNC Wealth Management, LLC 0.69% New 8,504 $1.9M
Sage Capital Advisors,llc 0.49% Add +10.4% 8,474 $1.9M
Wedmont Private Capital 0.11% Add +0.6% 8,597 $1.9M
Fca Corp. 0.57% Add +4.4% 8,444 $1.9M
Harbor Investment Advisory, LLC 0.18% Add +3.1% 8,442 $1.9M
Schechter Investment Advisors, LLC 0.14% Reduce -4.9% 8,427 $1.9M
Meridian Investment Counsel Inc. 0.56% Add +52.5% 8,392 $1.9M
Cornerstone Advisors Asset Management, LLC 0.41% Reduce -12.2% 8,389 $1.9M
Petix & Botte Co 0.49% Add +0.0% 8,376 $1.9M
Benjamin Edwards Inc. 0.03% Add +4774.3% 8,335 $1.8M
Greenwich Wealth Management LLC 0.13% Reduce -0.4% 8,335 $1.8M
Lowe Brockenbrough & Co. Inc. 0.12% No change 8,319 $1.8M
Sunflower Bank, N.A. 0.50% Reduce -0.6% 8,314 $1.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +5.0% 8,308 $1.8M
Grove Bank & Trust 0.27% Reduce -16.8% 8,307 $1.8M
Kavar Capital Partners Group, LLC 0.29% Reduce -0.8% 8,283 $1.8M
Penobscot Investment Management Company, Inc. 0.16% Reduce -1.6% 8,275 $1.8M
Cornerstone Wealth Management, LLC 0.13% Add +1.0% 8,252 $1.8M
West Coast Financial LLC 0.20% Reduce -1.6% 8,234 $1.8M
Tidal Investments LLC 0.02% Add +78.8% 8,232 $1.8M
Riggs Asset Managment Co. Inc. 0.50% Add +226.2% 8,220 $1.8M
CX Institutional 0.08% Reduce -1.7% 8,187 $1.8M
Builder Investment Group Inc. 0.48% Reduce -0.9% 8,144 $1.8M
D L Carlson Investment Group Inc. 0.33% Reduce -3.1% 8,133 $1.8M
Empirical Asset Management, LLC 0.64% Add +63.6% 8,096 $1.8M
Paces Ferry Wealth Advisors, LLC 1.02% Reduce -0.2% 8,060 $1.8M
CJM Wealth Advisers, Ltd. 0.61% No change 8,045 $1.8M
Archford Capital Strategies, LLC 0.27% No change 7,946 $1.8M
CW Advisors, LLC 0.02% Add +232.9% 8,016 $1.8M
Relyea Zuckerberg Hanson LLC 0.27% Add +0.2% 8,003 $1.8M
HM Payson & Co. 0.03% Add +0.2% 7,966 $1.8M
Miller Investment Management, LP 0.18% Reduce -86.9% 7,962 $1.8M
Mizuho Markets Americas LLC 0.04% New 7,920 $1.7M
Allie Family Office LLC 0.94% Add +22.9% 7,910 $1.7M
Davis R M Inc. 0.03% Reduce -3.3% 7,891 $1.7M
Red Tortoise LLC 0.88% Add +3.8% 7,885 $1.7M
Family Firm, Inc. 0.38% Add +0.4% 7,849 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.22% Add +0.1% 7,848 $1.7M
Legacy Advisors, LLC 0.19% Add +0.0% 7,831 $1.7M
Old North State Trust, LLC 1.41% Add +0.4% 7,829 $1.7M
New Republic Capital, LLC 0.99% Add +1.3% 7,798 $1.7M
Veracity Capital LLC 0.66% Reduce -0.6% 7,764 $1.7M
Pinnacle Family Advisors, LLC 0.89% New 7,760 $1.7M
Adapt Wealth Advisors, LLC 0.91% Reduce -7.0% 7,734 $1.7M
Tsfg, LLC 0.37% Add +6.3% 7,732 $1.7M
Midland Wealth Advisors, LLC 0.10% Reduce -37.5% 7,695 $1.7M
Moneco Advisors, LLC 0.21% Reduce -2.1% 7,694 $1.7M
Pacific Financial Group Inc. 1.24% Reduce -8.9% 7,629 $1.7M
Brophy Wealth Management, LLC 0.60% — 7,623 $1.7M
Mather Group, Llc. 0.02% Reduce -10.8% 7,560 $1.7M
Cosner Financial Group, LLC 1.08% Reduce -0.1% 7,556 $1.7M
Gradient Capital Advisors, LLC 0.55% Add +42.0% 7,550 $1.7M
Orca Investment Management, LLC 1.50% Add +2.5% 7,545 $1.7M
Sageworth Trust Co of South Dakota 2.13% No change 7,537 $1.7M
Quattro Financial Advisors LLC 0.47% Add +194.1% 7,500 $1.7M
Belmont Capital, LLC 0.28% Add +6421.7% 7,500 $1.7M
Lifeworks Advisors, LLC 0.33% Add +74.1% 7,486 $1.7M
STAR Financial Bank 1.11% Reduce -2.1% 7,479 $1.7M
Doliver Advisors, LP 0.45% Reduce -4.9% 7,478 $1.7M
Riverpoint Wealth Management Holdings, LLC 0.42% Add +0.3% 7,446 $1.6M
Pitti Group Wealth Management, LLC 1.79% No change 8,195 $1.6M
Osborne Partners Capital Management, LLC 0.09% Add +0.1% 7,446 $1.6M
Shelton Wealth Management, LLC 0.93% Reduce -1.8% 7,445 $1.6M
Fermata Advisors, LLC 0.33% Add +6.6% 7,412 $1.6M
Wakefield Asset Management LLLP 0.53% Reduce -1.7% 7,412 $1.6M
Garde Capital, Inc. 0.11% Add +0.6% 7,374 $1.6M
Financial Advisors, LLC 0.31% Add +0.5% 7,341 $1.6M
Sterling Capital Management LLC 0.02% — 7,294 $1.6M
Focus Financial Network, Inc. 0.07% Reduce -4.4% 7,292 $1.6M
Transcend Capital Advisors, LLC 0.11% Reduce -2.8% 7,239 $1.6M
Mandatum Life Insurance Co Ltd 0.49% No change 7,217 $1.6M
Avantax Planning Partners, Inc. 0.06% Reduce -6.5% 7,216 $1.6M
FreeGulliver LLC 0.95% Add +3.0% 7,206 $1.6M
Fonville Wealth Management LLC 0.55% Add +5.3% 7,192 $1.6M
Intrepid Financial Planning Group LLC 0.68% Add +12.3% 7,175 $1.6M
Patriot Investment Management Group, Inc. 0.12% Reduce -1.1% 7,173 $1.6M
Fagan Associates, Inc. 0.27% Add +5.5% 7,170 $1.6M
Disciplined Investments, LLC 0.78% Reduce -2.4% 7,168 $1.6M
MPS Loria Financial Planners, LLC 0.47% Reduce -4.6% 7,143 $1.6M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -8.3% 7,135 $1.6M
Retirement Planning Group, LLC 0.09% Add +146.8% 7,126 $1.6M
Estate Counselors, LLC 0.16% Add +4.2% 7,115 $1.6M
Brown Miller Wealth Management, LLC 0.61% Reduce -3.8% 7,090 $1.6M
Intellectus Partners, LLC 0.40% Reduce -26.8% 7,079 $1.6M
Fortis Group Advisors, LLC 0.29% Add +21.2% 7,072 $1.6M
Ethos Financial Group, LLC 0.26% Add +17.1% 7,056 $1.6M
Rothschild Investment LLC 0.10% Add +7.6% 7,057 $1.6M
Pettyjohn, Wood & White, Inc. 0.29% Add +8.5% 7,054 $1.6M
Realta Investment Advisors 0.72% Reduce -71.3% 6,991 $1.6M
Aveo Capital Partners, LLC 0.17% Add +606.6% 7,045 $1.6M
Planned Solutions, Inc. 0.63% Add +0.3% 6,999 $1.5M
KMG Fiduciary Partners, LLC 0.13% Reduce -1.1% 6,989 $1.5M
Fsa Wealth Partners, Inc. 0.37% Add +3.3% 6,953 $1.5M
Brand Asset Management Group, Inc. 0.60% No change 6,910 $1.5M
GYL Financial Synergies, LLC 0.11% Add +0.0% 6,908 $1.5M
Chicago Capital, LLC 0.04% Add +0.4% 6,888 $1.5M
MBL Wealth, LLC 0.16% No change 6,869 $1.5M
Trilogy Capital Inc. 0.08% Add +1.6% 6,842 $1.5M
Cambridge Advisors Inc. 0.33% Reduce -0.1% 6,838 $1.5M
WealthShield Partners, LLC 0.20% Add +76.0% 6,837 $1.5M
LS Investment Advisors, LLC 0.22% No change 6,835 $1.5M
Enclave Advisors LLC 0.26% — 6,823 $1.5M
Apriem Advisors 0.18% Add +4.0% 6,809 $1.5M
Ancora Advisors LLC 0.03% Reduce -1.3% 6,798 $1.5M
Moors & Cabot, Inc. 0.07% Add +10.9% 6,793 $1.5M
Plum Street Advisors, LLC 0.76% Add +1.0% 6,792 $1.5M
Keystone Wealth Services, LLC 0.41% Add +3.8% 6,786 $1.5M
Evernest Financial Advisors, LLC 0.40% Add +69.8% 6,775 $1.5M
Composition Wealth, LLC 0.03% Reduce -1.5% 6,756 $1.5M
Bantamac Capital, LLC 0.72% No change 6,750 $1.5M
IFG Advisors, LLC 0.32% Add +0.4% 6,712 $1.5M
World Investment Advisors 0.05% Add +58.9% 6,658 $1.5M
Mgo One Seven LLC 0.06% Add +20.2% 6,639 $1.5M
Middleton & Co. Inc. 0.16% No change 6,630 $1.5M
Sage Rhino Capital LLC 0.32% Reduce -0.2% 6,603 $1.5M
SigFig Wealth Management, LLC 0.05% Reduce -6.6% 6,603 $1.5M
Nuveen Asset Management, LLC 0.00% No change 6,580 $1.5M
L.M. Kohn & Company 0.37% Reduce -1.8% 6,580 $1.5M
Sonata Capital Group Inc. 0.61% Add +8.5% 6,576 $1.5M
Plan Group Financial, LLC 0.76% Add +64.0% 6,558 $1.4M
Orgel Wealth Management, LLC 0.04% Add +6.8% 6,542 $1.4M
Avior Wealth Management, LLC 0.06% Reduce -3.9% 6,641 $1.4M
Community Bank, N.A. 0.18% Add +1.8% 6,529 $1.4M
Mma Asset Management LLC 0.38% Add +87.8% 7,136 $1.4M
Allen Investment Management, LLC 0.02% No change 6,500 $1.4M
Halpern Financial, Inc. 0.37% No change 6,570 $1.4M
Gotham Asset Management 0.01% Add +0.7% 6,452 $1.4M
BBR Partners, LLC 0.11% Add +3.2% 6,447 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +107.9% 6,458 $1.4M
Steel Grove Capital Advisors, LLC 0.20% No change 6,454 $1.4M
Richard W. Paul & Associates, LLC 0.51% Reduce -7.6% 6,437 $1.4M
Choate Investment Advisors 0.04% Reduce -8.5% 6,422 $1.4M
New Century Financial Group, LLC 0.52% Reduce -1.0% 6,405 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% No change 6,397 $1.4M
Boston Family Office LLC 0.10% No change 6,362 $1.4M
Advance Capital Management, Inc. 0.06% Add +81.8% 6,332 $1.4M
SlateStone Wealth, LLC 0.13% Add +39.3% 6,326 $1.4M
Boston Trust Walden Corp 0.01% Add +60.6% 6,322 $1.4M
Highland Capital Management, LLC 0.08% Reduce -1.6% 6,305 $1.4M
Perennial Investment Advisors, LLC 0.18% Add +4.1% 6,299 $1.4M
Riverbridge Partners LLC 0.02% Reduce -27.4% 6,282 $1.4M
MIdWestOne Financial Group, Inc. 0.19% Add +1.9% 6,267 $1.4M
Teachers Insurance & Annuity Association of America 2.11% — 6,262 $1.4M
Simplicity Wealth,LLC 0.13% Reduce -83.8% 6,235 $1.4M
Pointe Capital Management LLC 0.80% Reduce -1.6% 6,233 $1.4M
IAM Advisory, LLC 0.35% Add +4.4% 6,205 $1.4M
Arcadia Investment Management Corp. 0.22% Reduce -13.8% 6,181 $1.4M
Debussy Capital Management LP 0.40% Reduce -0.7% 6,180 $1.4M
Delos Wealth Advisors, LLC 1.19% Add +14.9% 6,140 $1.4M
Davis Investment Partners, LLC 0.57% Reduce -0.8% 6,231 $1.4M
Edmond DE Rothschild Holding S.A. 0.02% Add +10.3% 6,134 $1.4M
Viewpoint Capital Management LLC 0.75% Add +76.3% 6,122 $1.3M
QRG Capital Management, Inc. 0.01% Reduce -41.3% 6,104 $1.3M
Corebridge Financial, Inc. 0.01% New 6,100 $1.3M
St Germain D J Co. Inc. 0.06% Reduce -2.4% 6,080 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% New 6,080 $1.3M
Callan Capital, LLC 0.09% Add +4.6% 6,074 $1.3M
Eq LLC 0.67% Reduce -0.2% 6,054 $1.3M
Power Wealth Management LLC 0.57% Reduce -9.5% 6,051 $1.3M
Ayalon Insurance Comp Ltd. 0.41% Reduce -63.9% 6,008 $1.3M
Alpine Global Management, LLC 0.34% Reduce -64.7% 6,000 $1.3M
Grassi Investment Management 0.11% Reduce -2.8% 5,997 $1.3M
Monetary Management Group Inc. 0.34% No change 5,997 $1.3M
Segment Wealth Management, LLC 0.09% Add +1.7% 5,996 $1.3M
Ellenbecker Investment Group 0.25% Reduce -0.6% 5,955 $1.3M
Obermeyer Wealth Partners 0.07% Reduce -7.6% 5,937 $1.3M
Teachers Retirement System of the State of Kentucky 0.01% New 5,933 $1.3M
Eagle Harbor Asset Management Inc. 1.30% No change 5,923 $1.3M
First Business Financial Services, Inc. 0.13% No change 5,923 $1.3M
Tortoise Investment Management, LLC 0.14% No change 5,898 $1.3M
Waldron Private Wealth LLC 0.05% Reduce -2.0% 5,898 $1.3M
Lifestyle Asset Management, Inc. 0.72% Add +1.6% 5,898 $1.3M
Tyche Wealth Partners LLC 0.29% Add +3.5% 5,889 $1.3M
EverSource Wealth Advisors, LLC 0.08% Add +0.6% 5,808 $1.3M
Intrust Bank NA 0.13% Add +0.1% 5,789 $1.3M
Heck Capital Advisors, LLC 0.15% New 5,786 $1.3M
Cypress Capital Group 0.14% Reduce -0.0% 5,772 $1.3M
Arthur M. Cohen & Associates, LLC 0.23% Reduce -2.4% 5,845 $1.3M
Charter Oak Capital Management, LLC 0.12% Reduce -0.9% 5,749 $1.3M
Moore Capital Management, LP 0.04% Reduce -83.5% 5,735 $1.3M
Marshall Wace, LLP 0.00% Add +124.7% 5,722 $1.3M
Cantor Fitzgerald Investment Advisors L.P. 0.09% Add +23.0% 5,720 $1.3M
Matrix Private Capital Group LLC 0.73% Add +11.1% 5,706 $1.3M
Pinnacle Bancorp, Inc. 0.34% Reduce -1.5% 5,696 $1.3M
Presidio Capital Management, LLC 0.80% Reduce -6.3% 5,679 $1.3M
Centennial Bank 0.57% Add +10.3% 5,649 $1.2M
Geneva Partners, LLC 0.54% Add +7.0% 5,649 $1.2M
Cape Ann Savings Bank 0.72% Add +13.2% 5,620 $1.2M
Baldwin Wealth Partners LLC 0.08% Add +491.0% 5,609 $1.2M
Walleye Capital LLC 0.01% Reduce -93.1% 5,590 $1.2M
Beirne Wealth Consulting Services, LLC 0.43% Add +36.3% 5,572 $1.2M
NBW Capital LLC 0.23% Add +24.4% 5,555 $1.2M
Summit Financial Strategies, Inc. 0.14% Reduce -2.4% 5,542 $1.2M
1900 Wealth Management LLC 0.10% Add +0.1% 5,540 $1.2M
EFG Asset Management (Americas) Corp. 0.24% Reduce -94.5% 5,535 $1.2M
Eastern Bank 0.02% Add +388.5% 5,520 $1.2M
Betterment LLC 0.00% Add +4.0% 5,515 $1.2M
Canopy Partners, LLC 0.52% Reduce -4.0% 5,501 $1.2M
Stonebridge Capital Advisors LLC 0.10% Reduce -17.8% 5,497 $1.2M
CM Wealth Advisors LLC 0.39% Add +74.2% 5,486 $1.2M
MainStreet Investment Advisors LLC 0.16% Reduce -19.6% 5,484 $1.2M
Florida Trust Wealth Management Co 0.04% Add +7.7% 5,460 $1.2M
Aprio Wealth Management, LLC 0.19% Reduce -3.9% 5,448 $1.2M
Powell Investment Advisors, LLC 0.56% Reduce -13.6% 5,448 $1.2M
Compass Ion Advisors, LLC 0.15% Add +0.2% 5,439 $1.2M
Colorado Capital Management, Inc. 0.59% Reduce -2.1% 5,412 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -2.8% 5,399 $1.2M
Stephenson & Company, Inc. 0.80% Reduce -3.9% 5,376 $1.2M
Confluence Wealth Services, Inc. 0.09% No change 5,363 $1.2M
Narus Financial Partners, LLC 0.42% Add +27.5% 5,363 $1.2M
Ground Swell Capital, LLC 1.69% Reduce -95.6% 5,354 $1.2M
Capasso Planning Partners LLC 0.35% Add +15.9% 5,347 $1.2M
Southern Capital Advisors, LLC 0.66% Add +5.6% 5,341 $1.2M
Activest Wealth Management 0.36% Reduce -13.0% 5,315 $1.2M
Signaturefd, LLC 0.02% Add +1.6% 5,296 $1.2M
Catalyst Financial Partners LLC 0.23% No change 5,284 $1.2M
Cardiff Park Advisors, LLC 0.11% Add +0.1% 5,283 $1.2M
Global Financial Private Client, LLC 0.45% Reduce -0.8% 5,251 $1.2M
626 Financial, LLC 0.64% Add +0.1% 5,240 $1.2M
9258 Wealth Management, LLC 0.17% Reduce -6.0% 5,240 $1.2M
Fiera Capital Corp 0.00% Reduce -48.7% 5,239 $1.2M
Private Portfolio Partners LLC 0.22% New 5,224 $1.2M
Neumann Capital Management, LLC 0.38% No change 5,208 $1.2M
Csenge Advisory Group 0.06% Add +25.2% 5,189 $1.1M
Heritage Wealth Advisors 0.05% Reduce -10.2% 5,192 $1.1M
HBK Sorce Advisory LLC 0.03% Reduce -18.2% 5,190 $1.1M
Birinyi Associates Inc. 0.33% New 5,188 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -6.4% 5,188 $1.1M
LCNB Corp. 0.40% Add +1.0% 5,176 $1.1M
Curtis Advisory Group, LLC 0.32% New 5,175 $1.1M
Mechanics Bank Trust Department 0.15% Reduce -1.0% 5,161 $1.1M
Brady Family Wealth, LLC 0.34% Add +0.0% 5,157 $1.1M
Strategic Advisors LLC 0.21% Add +16.3% 5,143 $1.1M
Fragasso Financial Advisors Inc 0.09% Add +0.1% 5,136 $1.1M
Townsend Asset Management Corp. /NC/ 0.42% Add +44.0% 5,135 $1.1M
Sightline Wealth Advisors, LLC 0.62% Add +0.3% 5,117 $1.1M
Guyasuta Investment Advisors Inc. 0.07% Reduce -24.6% 5,087 $1.1M
Fairway Wealth LLC 0.57% Add +0.4% 5,064 $1.1M
Whitegate Investment Counselors, Inc. 0.30% Reduce -7.8% 5,044 $1.1M
Cedar Mountain Advisors, LLC 0.25% Add +11.9% 5,031 $1.1M
Summit Global Investments 0.07% New 5,026 $1.1M
Wealthspan Partners, LLC 0.55% New 5,013 $1.1M
W1M Investment Management Ltd 0.02% No change 5,003 $1.1M
Paragon Associates & Paragon Associates II Joint Venture 1.98% New 5,000 $1.1M
Tempus Wealth Planning, LLC 0.40% Add +132.7% 5,001 $1.1M
Prentice Capital Management, LP 2.45% New 5,000 $1.1M
Safe Harbor Fiduciary, LLC 1.03% — 5,000 $1.1M
Nwi Management LP 0.13% No change 5,000 $1.1M
CCG Wealth Management, LLC 0.62% Reduce -0.3% 4,997 $1.1M
Horan Securities, Inc. 0.43% New 4,995 $1.1M
White Pine Capital LLC 0.38% Reduce -2.5% 4,980 $1.1M
Motiv8 Investments LLC 0.74% Reduce -4.7% 4,977 $1.1M
CWC Advisors, LLC. 1.08% — 4,971 $1.1M
Soltis Investment Advisors LLC 0.11% Add +76.9% 4,950 $1.1M
Savvy Advisors, Inc. 0.22% Reduce -10.7% 4,925 $1.1M
Bragg Financial Advisors, Inc 0.04% Add +14.7% 4,922 $1.1M
Well Done, LLC 0.20% Reduce -0.8% 4,919 $1.1M
Evanson Asset Management, LLC 0.08% Reduce -0.2% 4,911 $1.1M
American Financial Advisors, LLC 0.15% Reduce -1.3% 4,903 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.41% Add +2.6% 4,917 $1.1M
Quantbot Technologies LP 0.04% Reduce -79.9% 4,898 $1.1M
XTX Topco Ltd 0.08% New 4,896 $1.1M
Camelot Technology Advisors, Inc. 0.95% Add +0.3% 4,872 $1.1M
McDonald Partners LLC 0.27% Add +113.8% 4,855 $1.1M
17 Capital Partners, LLC 0.70% Reduce -0.2% 4,849 $1.1M
Zions Bancorporation, N.A. 0.08% No change 4,848 $1.1M
Napatree Capital LLC 0.75% Add +189.9% 4,847 $1.1M
Parthenon LLC 0.13% Reduce -2.5% 4,847 $1.1M
Penn Capital Management Company, LLC 0.10% Add +5.6% 4,846 $1.1M
Washington Trust Bank 0.10% No change 4,828 $1.1M
Lowery Thomas, LLC 0.72% Add +0.3% 4,804 $1.1M
DHK Financial Advisors, Inc. 0.65% New 4,802 $1.1M
HCR Wealth Advisors 0.14% Add +5.6% 4,799 $1.1M
Nvest Financial, LLC 0.60% Add +9.4% 4,789 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.15% Reduce -0.1% 4,787 $1.1M
Bond & Devick Financial Network, Inc. 0.45% No change 4,768 $1.1M
SC&H Financial Advisors, Inc. 0.23% Reduce -3.1% 4,765 $1.1M
Philadelphia Trust Co. 0.08% Add +0.3% 4,756 $1.1M
Breakwater Capital Group 0.21% Add +61.0% 4,750 $1.0M
Sharkey, Howes & Javer 0.15% Add +18.4% 4,746 $1.0M
Viawealth, LLC 0.61% No change 4,718 $1.0M
Naples Global Advisors, LLC 0.10% Reduce -1.9% 4,715 $1.0M
Morton Brown Family Wealth, LLC 0.37% No change 4,706 $1.0M
AtlasMark Financial, Inc 0.97% — 4,700 $1.0M
Caldwell Trust Co 0.11% Reduce -0.2% 4,700 $1.0M
Keeley-Teton Advisors, LLC 0.11% Add +0.1% 4,685 $1.0M
Core Wealth Advisors, Inc. 0.33% Reduce -1.2% 4,638 $1.0M
Excalibur Management Corp. 0.39% Add +21.7% 4,611 $1.0M
Wade Financial Advisory, Inc 0.34% No change 4,598 $1.0M
Key Financial Inc 0.22% No change 4,591 $1.0M
CENTRAL TRUST Co 0.02% Add +3.1% 4,588 $1.0M
Lake Street Private Wealth, LLC 0.16% Add +44.0% 4,587 $1.0M
Eagle Global Advisors LLC 0.05% Add +6.5% 4,567 $1.0M
American National Bank & Trust 0.12% Reduce -0.4% 4,563 $1.0M
Atom Investors LP 0.11% Reduce -34.0% 4,558 $1.0M
MRP Capital Investments, LLC 0.96% Add +31.9% 4,545 $1.0M
USA Financial Formulas 0.16% Reduce -11.6% 4,531 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.09% Add +24.0% 4,526 $1000K
Next Capital Management LLC 0.41% Reduce -2.2% 4,515 $997K
Jupiter Wealth Management LLC 0.51% Reduce -67.3% 4,500 $994K
JSF Financial, LLC 0.29% Reduce -3.2% 4,486 $991K
Silverleafe Capital Partners, LLC 0.35% Reduce -87.2% 4,478 $989K
Monograph Wealth Advisors, LLC 0.13% No change 4,472 $988K
CenterStar Asset Management, LLC 1.47% Reduce -33.2% 4,423 $977K
Atlas Brown,Inc. 0.34% Add +1.4% 4,420 $976K
Magnolia Capital Advisors LLC 0.48% New 4,380 $967K
Aft, Forsyth & Company, Inc. 0.48% No change 4,377 $967K
Sugarloaf Wealth Management, LLC 0.16% Reduce -11.2% 4,366 $964K
Collective Family Office LLC 0.26% No change 4,357 $962K
Arcus Capital Partners, LLC 0.35% Reduce -34.3% 4,348 $960K
Marshall Financial Group Inc. 0.29% Add +0.1% 4,336 $958K
Tranquility Partners, LLC 0.35% Reduce -2.6% 4,335 $958K
Broadview Financial Management, LLC 0.65% Reduce -1.5% 4,332 $957K
Gen-Wealth Partners Inc 0.42% Add +9.6% 4,309 $954K
CFO4Life Group, LLC 0.17% No change 4,314 $953K
Capital Investment Advisors, LLC 0.02% Add +9.3% 4,308 $952K
First Interstate Bank 0.06% Add +0.4% 4,300 $950K
KCM Investment Advisors LLC 0.03% Add +9.8% 4,296 $949K
Koshinski Asset Management, Inc. 0.08% Add +28.9% 4,291 $948K
SOA Wealth Advisors, LLC. 0.18% Add +0.3% 4,289 $947K
VeraBank, N.A. 0.28% Reduce -4.3% 4,286 $947K
Mattern Wealth Management LLC 0.21% Reduce -0.6% 4,277 $945K
Verum Partners LLC 0.28% Reduce -9.0% 4,277 $945K
EWG Elevate Inc. 0.38% Reduce -1.9% 4,274 $944K
Rothschild Wealth LLC 0.28% Add +0.4% 1,646 $942K
Van Cleef Asset Management,Inc 0.10% Add +10.2% 4,247 $938K
Howard Wealth Management, LLC 0.54% Reduce -3.3% 4,230 $934K
Bank of New Hampshire 0.23% No change 4,225 $933K
Ionic Capital Management LLC 0.83% No change 4,215 $931K
Poplar Forest Capital LLC 0.13% Add +0.4% 4,214 $931K
Stratos Investment Management, LLC 0.07% Reduce -3.8% 4,212 $931K
Breed's Hill Capital LLC 0.76% Reduce -0.2% 4,206 $929K
HFG Advisors, Inc. 0.82% Reduce -8.6% 4,200 $928K
Angeles Wealth Management, LLC 0.08% No change 4,181 $924K
General Partner, Inc. 0.57% No change 4,176 $922K
Smith Shellnut Wilson LLC 0.42% Add +2.6% 4,166 $920K
NCM Capital Management, LLC 0.44% Reduce -5.2% 4,160 $919K
Morris Financial Concepts, Inc. 0.39% Reduce -6.5% 4,157 $918K
Rf&l Wealth Management, LLC 0.65% Reduce -1.9% 4,156 $918K
Blackston Financial Advisory Group, LLC 0.47% New 4,152 $917K
Heartwood Wealth Advisors LLC 0.10% Add +1.7% 4,135 $913K
Elgethun Capital Management 0.21% Add +0.1% 4,129 $912K
1858 Wealth Management, LLC 0.75% New 4,111 $908K
Sage Mountain Advisors LLC 0.08% Add +13.9% 4,086 $903K
Freedom Investment Management, Inc. 0.07% Add +12.6% 4,078 $901K
NorthCrest Asset Manangement, LLC 0.03% Reduce -77.5% 4,060 $897K
Nations Financial Group Inc, /Ia/ 0.07% Add +8.5% 4,053 $895K
Whalerock Point Partners, LLC 0.22% Add +5.5% 4,047 $894K
Navalign, LLC 0.26% Reduce -0.4% 4,034 $891K
Ironwood Financial, llc 0.19% Reduce -3.2% 4,025 $889K
MBA Advisors LLC 0.43% Reduce -21.2% 4,015 $887K
Montgomery Investment Management Inc. 0.32% No change 4,000 $884K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +72.6% 3,355 $879K
Savior LLC 4.86% Reduce -3.8% 3,974 $878K
Northwest Wealth Management, LLC 0.20% Reduce -2.0% 3,971 $877K
Tompkins Financial Corp. 0.08% Add +1.5% 3,967 $876K
Cassaday & Co Wealth Management LLC 0.02% Reduce -1.6% 3,955 $874K
Modern Wealth Management, LLC 0.05% Add +7.1% 3,945 $871K
Investment Partners, LTD. 0.36% Add +0.0% 3,940 $870K
Autumn Glory Partners, LLC 0.33% Reduce -3.2% 3,939 $870K
FinTrust Capital Advisors, LLC 0.15% Add +563.9% 3,937 $870K
Trexquant Investment LP 0.01% New 3,932 $869K
LaSalle St. Investment Advisors, LLC 0.34% Add +25.3% 3,928 $867K
Jackson Hole Capital Partners, LLC 0.18% No change 3,918 $865K
Palisades Hudson Asset Management, L.P. 0.36% Add +0.0% 3,908 $863K
Brown, Lisle/Cummings, Inc. 0.26% Add +14.0% 3,905 $863K
Strategies Wealth Advisors, LLC 0.12% Add +109.9% 3,895 $860K
HTLF Bank 0.09% Reduce -4.5% 3,883 $858K
Atlas Private Wealth Advisors 0.12% Reduce -12.3% 3,839 $848K
Sachetta, LLC 0.33% Add +0.1% 3,813 $842K
Toth Financial Advisory Corp. 0.10% Add +8.4% 3,812 $842K
MidAtlantic Capital Management, Inc. 0.61% Add +0.5% 3,800 $839K
LRI Investments, LLC 0.08% Add +622.8% 3,614 $838K
Windsor Capital Management, LLC 0.24% Reduce -0.8% 3,789 $837K
Vista Capital Partners, Inc. 0.10% Add +21.0% 3,777 $834K
Libra Wealth LLC 0.33% No change 3,775 $834K
Woodmont Investment Counsel LLC 0.06% Reduce -4.2% 3,742 $827K
Total Clarity Wealth Management, Inc. 0.27% Reduce -4.2% 3,736 $825K
Evensky & Katz LLC 0.05% Reduce -16.1% 3,733 $825K
Sentry LLC 0.16% Reduce -2.7% 3,729 $824K
Orin Green Financial, LLC 0.35% Reduce -1.8% 3,715 $821K
Francis Financial, Inc. 0.22% Reduce -2.6% 3,710 $819K
World Equity Group, Inc. 0.30% Add +11.2% 3,706 $819K
Cooper/Haims Advisors, LLC 0.45% Reduce -3.2% 3,701 $818K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.23% Add +112.4% 3,695 $817K
Sheaff Brock Investment Advisors, LLC 0.07% Add +2.4% 3,693 $816K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -2.8% 3,712 $816K
Pure Financial Advisors, LLC 0.02% Reduce -5.6% 3,686 $814K
Caitlin John, LLC 0.52% Add +2389.9% 3,461 $814K
Burney Co./ 0.03% Reduce -9.3% 3,682 $813K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -59.1% 3,677 $812K
Alerus Financial NA 0.06% Reduce -1.8% 3,666 $810K
Gsa Capital Partners LLP 0.06% New 3,652 $807K
Kickstand Ventures, Llc. 0.21% Reduce -27.7% 3,643 $805K
FDx Advisors, Inc. 0.22% Reduce -4.0% 3,639 $804K
Axecap Investments, LLC 0.61% — 3,632 $802K
Colonial Trust Advisors 0.07% Add +0.2% 3,630 $802K
Hall Kathryn A. 0.17% No change 3,622 $800K
Monterey Private Wealth, Inc. 0.27% Add +0.3% 3,622 $800K
Bill Few Associates, Inc. 0.28% No change 3,615 $799K
Lutz Financial Services LLC 0.06% No change 3,613 $798K
Private Management Group Inc. 0.03% No change 3,564 $787K
Missouri Trust & Investment Co 0.27% No change 3,562 $787K
SeaCrest Wealth Management, LLC 0.08% Add +9.4% 3,558 $786K
Trek Financial, LLC 0.06% Reduce -7.3% 3,542 $782K
Ameraudi Asset Management, Inc. 0.36% Reduce -0.4% 3,539 $782K
Prairie Wealth Advisors, Inc. 0.38% Add +15.0% 3,514 $776K
Accel Wealth Management 0.29% Add +2.0% 3,495 $772K
Vawter Financial, Ltd. 0.47% Reduce -5.0% 3,495 $772K
Fort Sheridan Advisors LLC 0.12% Reduce -0.8% 3,482 $769K
Addison Capital Co 0.31% Reduce -3.7% 3,475 $768K
Brendel Financial Advisors LLC 0.43% Reduce -3.6% 3,473 $767K
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.53% Reduce -81.7% 3,465 $765K
Thoroughbred Financial Services, LLC 0.05% Reduce -66.7% 3,464 $765K
Prio Wealth Limited Partnership 0.02% No change 3,458 $764K
Linscomb Wealth, Inc. 0.04% Reduce -5.4% 3,439 $760K
First County Bank 0.38% Add +92.1% 3,438 $759K
Investment Partners Asset Management, Inc. 0.62% Reduce -17.2% 3,436 $759K
First Nebraska Trust Co 0.07% No change 3,435 $759K
Adell Harriman & Carpenter Inc. 0.06% Reduce -1.2% 3,434 $759K
Peoples Bank 0.51% Add +105.7% 3,433 $758K
Acorn Financial Advisory Services Inc. 0.13% Reduce -17.1% 3,420 $755K
Stillwater Capital Advisors, LLC 0.10% New 3,411 $753K
Kovack Advisors, Inc. 0.08% Add +14.4% 3,411 $753K
Rockbridge Investment Management, LCC 0.10% Add +56.1% 3,408 $753K
First American Bank 0.05% Add +0.4% 3,406 $752K
Fisher Asset Management 0.00% Reduce -63.1% 3,382 $747K
Fiduciary Management Inc. 0.01% New 3,380 $747K
Wealth Dimensions Group, Ltd. 0.19% Add +0.0% 3,374 $745K
Personal Cfo Solutions, LLC 0.10% Reduce -20.4% 3,372 $745K
Hennion & Walsh Asset Management, Inc. 0.03% No change 3,370 $743K
Formidable Asset Management, LLC 0.12% Reduce -0.1% 3,355 $741K
Strategic Financial Concepts, LLC 0.24% Reduce -99.5% 3,351 $740K
CRA Financial Services, LLC 0.14% Reduce -3.5% 3,350 $740K
L & S Advisors Inc 0.09% Add +8.8% 3,348 $740K
Tritonpoint Wealth, LLC 0.07% Reduce -2.4% 3,354 $739K
Occidental Asset Management, LLC 0.12% No change 3,345 $739K
Biltmore Family Office, LLC 0.13% Add +56.4% 3,340 $738K
Investors Research Corp 0.16% No change 3,320 $733K
Seven Mile Advisory 0.48% No change 3,300 $729K
O'Brien Greene & Co. Inc 0.23% Reduce -1.3% 3,280 $725K
Andrews, Lucia Wealth Management LLC 0.51% Reduce -50.0% 3,570 $724K
High Probability Advisors, LLC 0.12% No change 3,275 $723K
Strategic Blueprint, LLC 0.04% Add +20.8% 3,271 $722K
JDM Financial Group LLC 0.39% Reduce -20.2% 3,270 $722K
Argent Financial Group, Inc. 0.09% — 3,266 $721K
Stage Harbor Financial, LLC 0.66% No change 3,259 $721K
American Investment Services, Inc. 0.12% Reduce -0.1% 3,260 $720K
CGN Advisors LLC 0.07% Add +7.8% 3,250 $718K
Ritter Daniher Financial Advisory LLC / DE 0.21% Reduce -0.1% 3,241 $716K
Baron Wealth Management LLC 0.34% Add +0.3% 3,239 $715K
Center for Financial Planning, Inc. 0.10% No change 3,230 $713K
Procyon Advisors, LLC 0.05% Reduce -40.8% 3,229 $713K
Thrive Wealth Management, LLC 0.13% Reduce -16.1% 3,227 $713K
Advisors Capital Management, LLC 0.01% Reduce -21.3% 3,223 $712K
Forum Financial Management, LP 0.01% Add +10.0% 3,210 $709K
Fairfield, Bush & Co. 0.42% Add +8.2% 3,210 $709K
Interchange Capital Partners, LLC 0.25% Add +27.4% 3,209 $709K
PGIM Custom Harvest LLC 0.01% Add +36.5% 3,199 $707K
Douglass Winthrop Advisors, LLC 0.01% No change 3,198 $706K
Thompson Davis & Co., Inc. 0.52% Add +37.0% 3,192 $705K
Shared Vision Wealth Group LLC 0.38% No change 3,185 $704K
McGuire Investment Group, LLC 0.10% No change 3,185 $704K
Lion Street Advisors, LLC 0.24% Add +64.9% 3,177 $702K
PCA Investment Advisory Services Inc. 0.33% Reduce -3.4% 3,177 $702K
M. Kraus & Co 0.21% Reduce -12.4% 3,175 $701K
Bayesian Capital Management, LP 0.08% Reduce -89.3% 3,169 $700K
Donaldson Capital Management, LLC 0.03% Add +1.0% 3,168 $700K
Ti-Trust, Inc. 0.50% Reduce -4.4% 3,159 $698K
Arvest Investments, Inc. 0.11% Reduce -8.4% 3,158 $698K
Hoxton Planning & Management, LLC 0.27% New 3,149 $696K
Clarius Group, LLC 0.05% New 3,141 $694K
RPG Investment Advisory, LLC 0.10% Add +30.8% 3,128 $691K
SouthState Bank Corp 0.05% Add +17.9% 3,127 $691K
Schneider Downs Wealth Management Advisors, LP 0.14% No change 3,124 $690K
Flagship Private Wealth, LLC 0.36% Add +83.0% 3,124 $690K
AAF Wealth Management, LLC 0.35% Reduce -0.3% 3,123 $690K
Capital Asset Advisory Services LLC 0.03% Add +8.9% 3,163 $688K
Smith Anglin Financial, LLC 0.07% Reduce -5.0% 3,111 $687K
Tyler-Stone Wealth Management 0.13% Add +466.3% 3,109 $687K
Tiemann Investment Advisors, LLC 0.30% Reduce -4.2% 3,107 $686K
Balboa Wealth Partners 0.17% Reduce -13.1% 3,106 $686K
Teamwork Financial Advisors, LLC 0.10% Add +39.8% 3,104 $686K
SK Wealth Management, LLC 0.35% — 3,080 $685K
Ballew Advisors, Inc 0.46% Add +0.0% 3,138 $684K
Sard Wealth Management Group, LLC 0.45% Add +0.3% 3,097 $684K
Westfuller Advisors, LLC 0.49% — 3,096 $684K
Tilson Financial Group, Inc. 0.30% New 3,089 $682K
Pioneer Trust Bank N A 0.17% No change 3,085 $681K
Bigelow Investment Advisors, LLC 0.30% Reduce -0.7% 3,084 $681K
Acima Private Wealth, LLC 0.23% No change 3,081 $681K
Elyxium Wealth, LLC 0.37% — 3,054 $675K
Goldstein Advisors, LLC 0.10% No change 3,051 $674K
Cadence Bank 0.05% New 3,041 $672K
Wealthfront Advisers LLC 0.00% New 3,033 $670K
Cultivar Capital, Inc. 0.55% Reduce -0.5% 3,033 $670K
Cascade Financial Partners, LLC 0.08% Reduce -6.2% 3,012 $666K
Gilliland Jeter Wealth Management LLC 0.22% Add +0.5% 3,015 $666K
FourWorld Capital Management LLC 0.61% New 3,000 $663K
Defender Capital, LLC. 0.22% No change 3,000 $663K
Blodgett Wealth Advisors, LLC 0.56% No change 2,995 $662K
Certified Advisory Corp 0.07% No change 2,991 $661K
NWK Group, Inc. 0.27% Reduce -1.6% 2,991 $661K
SOL Capital Management CO 0.07% Reduce -4.9% 2,987 $660K
Coastwise Capital Group, LLC 0.54% Add +31.0% 2,984 $659K
Inspire Advisors, LLC 0.08% Add +29.0% 2,979 $658K
Exchange Bank 0.54% No change 2,971 $656K
FSC Wealth Advisors, LLC 0.47% Add +18.9% 2,971 $656K
Narwhal Capital Management 0.06% Add +2.0% 2,961 $654K
Agate Pass Investment Management, LLC 0.33% Add +0.0% 2,959 $654K
Live Oak Private Wealth LLC 0.11% No change 2,956 $653K
Birmingham Capital Management Co. Inc. 0.24% Add +7.3% 2,955 $653K
Clayton Financial Group LLC 0.24% Reduce -4.5% 2,954 $652K
Upper Left Wealth Management, LLC 0.57% Reduce -2.4% 2,964 $652K
RPS Advisory Solutions LLC 0.47% Add +12.2% 2,953 $652K
RDA Financial Network 0.20% Reduce -9.3% 2,952 $652K
Clarkston Capital Partners, LLC 0.01% No change 2,950 $652K
TAGStone Capital, Inc. 0.33% No change 2,887 $638K
Chesapeake Asset Management LLC 0.55% No change 2,886 $637K
Round Rock Advisors LLC 0.15% No change 2,875 $635K
Drexel Morgan & Co. 0.12% No change 2,866 $633K
Trust Co. of Oklahoma 0.21% Add +54.8% 2,864 $633K
Fortitude Family Office, LLC 0.25% No change 2,859 $632K
Jordan Park Group LLC 0.04% Reduce -0.3% 2,855 $631K
Thomasville National Bank 0.05% Add +2.0% 2,847 $629K
Integrated Investment Consultants, LLC 0.14% Reduce -2.9% 2,837 $627K
Marcum Wealth, LLC 0.06% Reduce -4.2% 2,819 $623K
Security Benefit Life Insurance Co. 0.32% New 2,800 $618K
Transform Wealth, LLC 0.04% Add +2.2% 2,796 $618K
Insight Advisors, LLC/ PA 0.11% Add +1.4% 2,794 $617K
United Bank 0.07% Reduce -0.2% 2,786 $615K
Blake Schutter Theil Wealth Advisors, LLC 0.44% — 2,781 $614K
Dynasty Wealth Management, LLC 0.02% Add +0.2% 2,781 $614K
GAMMA Investing LLC 0.06% Add +15.9% 2,762 $610K
MB Generational Wealth, LLC 0.44% Reduce -0.2% 2,760 $610K
Dana Investment Advisors, Inc. 0.02% Reduce -3.1% 2,739 $605K
Verus Capital Partners, LLC 0.06% Reduce -22.6% 2,736 $604K
Forza Wealth Management, LLC 0.28% No change 2,732 $603K
Wealth Architects, LLC 0.07% Reduce -25.3% 2,729 $603K
Legal & General Group Plc 0.00% Add +17.2% 2,722 $600K
McCarthy & Cox 0.23% Add +9.1% 2,713 $599K
Mengis Capital Management, Inc. 0.12% Reduce -4.6% 2,701 $597K
Kolinsky Wealth Management, LLC 0.39% Add +42.9% 2,699 $596K
Integral Investment Advisors, Inc. 0.16% Add +16.8% 2,695 $595K
ABLE Financial Group, LLC 0.18% Reduce -5.7% 2,682 $592K
Stockman Wealth Management, Inc. 0.09% Add +1.7% 2,679 $592K
First City Capital Management, Inc. 0.30% Add +50.4% 2,679 $592K
Mainstay Capital Management LLC 0.10% Reduce -8.4% 2,676 $591K
Cyndeo Wealth Partners, LLC 0.04% No change 2,666 $589K
TBH Global Asset Management, LLC 0.13% Add +14.8% 2,663 $588K
AlphaCore Capital LLC 0.13% Reduce -8.8% 2,658 $587K
Wealthgarden F.S. LLC 0.57% Add +44.0% 2,652 $586K
Amica Retiree Medical Trust 0.49% — 2,647 $585K
Strategic Financial Services, Inc. 0.03% Reduce -2.2% 2,648 $585K
Fiduciary Alliance LLC 0.08% Add +14.4% 2,638 $583K
First Bank & Trust 0.11% Add +19.5% 2,629 $581K
Bison Wealth, LLC 0.09% Reduce -6.8% 2,628 $581K
Ullmann Wealth Partners Group, LLC 0.08% Reduce -3.4% 2,627 $580K
United Community Bank 0.23% No change 2,626 $580K
Hudson Portfolio Management LLC 0.57% — 2,617 $578K
Canandaigua National Trust Co of Florida 0.50% — 2,611 $577K
Winthrop Advisory Group LLC 0.07% Reduce -0.6% 2,602 $575K
Intelligence Driven Advisers, LLC 0.08% Add +10.1% 2,601 $575K
Lynch & Associates 0.12% No change 2,600 $574K
Cherry Tree Wealth Management, LLC 0.14% Reduce -9.6% 2,596 $573K
Chesley Taft & Associates LLC 0.03% Add +0.6% 2,592 $573K
Frank, Rimerman Advisors LLC 0.04% No change 2,591 $572K
Forte Capital LLC 0.06% Add +3.5% 2,588 $572K
Shepherd Financial Partners LLC 0.07% Reduce -1.6% 2,587 $571K
Wellington Shields Capital Management, LLC 0.10% Reduce -30.3% 2,585 $571K
Tennessee Valley Asset Management Partners 0.09% Add +35.8% 2,585 $571K
JNBA Financial Advisors 0.06% Reduce -3.5% 2,566 $567K
Murphy, Middleton, Hinkle & Parker, Inc. 0.30% Reduce -7.2% 2,562 $566K
Urban Financial Advisory Corp 0.31% Add +0.3% 2,558 $565K
ELCO Management Co., LLC 0.31% No change 2,555 $564K
J. Safra Sarasin Holding AG 0.01% Add +11.3% 2,550 $563K
Financial Management Network Inc. 0.12% Add +5.8% 2,561 $561K
Ellevest, Inc. 0.03% Reduce -16.7% 2,532 $559K
Financial Perspectives, Inc 0.19% Add +6.7% 2,531 $559K
Old Second National Bank of Aurora 0.13% No change 2,528 $558K
Moulton Wealth Management, Inc. 0.46% New 2,538 $556K
U.S. Capital Wealth Advisors, LLC 0.02% Add +16.7% 2,514 $555K
Sollinda Capital Management LLC 0.16% Reduce -9.7% 2,513 $555K
SeaBridge Investment Advisors LLC 0.14% No change 2,510 $554K
Main Street Financial Solutions, LLC 0.05% Add +22.7% 2,506 $553K
Advus Financial Partners, LLC 0.16% Add +0.4% 2,501 $552K
Facet Wealth, Inc. 0.02% Reduce -24.9% 2,520 $552K
V2 Financial group LLC 0.36% Add +0.0% 2,492 $551K
Plancorp, LLC 0.02% Add +3.8% 2,492 $550K
Beese Fulmer Investment Management, Inc. 0.05% Add +3.1% 2,490 $550K
East Coast Asset Management, LLC. 0.18% Reduce -0.8% 2,482 $548K
Private Capital Management, LLC 0.06% Add +19.3% 2,477 $547K
Raab & Moskowitz Asset Management LLC 0.14% No change 2,475 $547K
McAdam, LLC 0.03% Reduce -3.1% 2,471 $546K
Optivise Advisory Services LLC 0.29% Reduce -20.4% 2,465 $544K
Mascoma Wealth Management LLC 0.14% No change 2,463 $544K
Sax Wealth Advisors, LLC 0.05% Add +50.9% 2,454 $542K
Israel Discount Bank of New York 0.81% Reduce -6.6% 2,451 $541K
Beaton Management Co. Inc. 0.27% Add +19.3% 2,445 $540K
Staley Capital Advisers Inc. 0.02% Add +25.9% 2,443 $540K
Sonora Investment Management Group, LLC 0.04% Reduce -10.2% 2,440 $539K
Redhawk Wealth Advisors, Inc. 0.08% New 2,423 $535K
FSM Wealth Advisors, LLC 0.14% Add +0.3% 2,400 $530K
Allegheny Financial Group 0.13% Reduce -9.6% 2,396 $529K
James J. Burns & Company, LLC 0.10% Reduce -1.1% 2,396 $529K
Heritage Investment Group, Inc. 0.10% Reduce -5.0% 2,388 $527K
Concorde Asset Management, LLC 0.30% Reduce -9.4% 2,386 $527K
Retirement Investment Advisors, Inc. 0.06% No change 2,384 $527K
McElhenny Sheffield Capital Management, LLC 0.17% Reduce -73.2% 2,381 $526K
SkyOak Wealth, LLC 0.12% No change 2,374 $524K
Financial Partners Group, Inc 0.08% Add +0.0% 2,371 $524K
Costello Asset Management, INC 0.35% Add +109.0% 2,370 $523K
Cedar Wealth Management, LLC 0.16% New 2,366 $523K
RFP Financial Group LLC 0.17% No change 2,348 $519K
Capital Market Strategies LLC 0.31% Add +11.8% 2,343 $518K
TFG Advisers LLC 0.19% Add +0.3% 2,340 $517K
Nantahala Capital Management, LLC 0.04% Add +53.8% 2,331 $515K
Principle Wealth Partners LLC 0.04% Add +95.1% 2,329 $514K
Dearborn Partners LLC 0.02% No change 2,329 $514K
Stelac Advisory Services LLC 0.21% Reduce -3.5% 2,327 $514K
Arq Wealth Advisors, LLC 0.19% Reduce -4.2% 2,334 $514K
Verity Asset Management, Inc. 0.19% New 2,320 $513K
Leo Wealth, LLC 0.05% Add +0.0% 2,320 $513K
Howland Capital Management LLC 0.02% Add +5.0% 2,316 $512K
Berkeley Capital Partners, LLC 0.15% Add +0.3% 2,314 $511K
Denver PWM, LLC 0.19% Reduce -33.7% 2,311 $510K
First PREMIER Bank 0.13% Add +751.3% 2,307 $510K
Macroview Investment Management LLC 0.50% Add +9.4% 2,308 $510K
Bar Harbor Wealth Management 0.03% No change 2,306 $509K
Latitude Advisors, LLC 0.29% Add +21.5% 2,304 $509K
Sage Financial Group Inc. 0.04% No change 2,303 $509K
Stone Summit Wealth LLC 0.16% No change 2,299 $508K
Samalin Investment Counsel, LLC 0.22% Add +24.2% 2,297 $507K
HBW Advisory Services LLC 0.07% Add +4.4% 2,291 $506K
Everhart Financial Group, Inc. 0.11% Add +8.3% 2,409 $506K
Mirador Capital Partners LP 0.09% Add +3.0% 2,281 $504K
Embree Financial Group 0.09% Add +8.1% 2,278 $503K
Mystic Asset Management, Inc. 0.19% Add +33.9% 2,276 $503K
360 Financial, Inc. 0.18% Add +13.6% 2,260 $499K
Foster Dykema Cabot & Partners, LLC 0.04% Add +25.5% 2,248 $497K
Octavia Wealth Advisors, LLC 0.06% No change 2,235 $494K
Pitcairn Co. 0.03% Reduce -1.9% 2,226 $492K
KRS Capital Management, LLC 0.36% Add +3.1% 2,222 $491K
Northwest Financial Advisors 0.39% Reduce -1.4% 2,207 $487K
Penney Financial, LLC 0.33% Reduce -1.1% 2,203 $487K
Plante Moran Financial Advisors, LLC 0.04% Reduce -14.0% 2,201 $486K
West Paces Advisors Inc. 0.12% No change 2,197 $485K
IAG Wealth Partners, LLC 0.09% Add +10.5% 2,186 $483K
Bluesphere Advisors LLC 0.24% Reduce -14.0% 2,186 $483K
Plotkin Financial Advisors, LLC 0.29% Reduce -6.6% 2,165 $478K
Noble Family Wealth, LLC 0.13% No change 2,160 $477K
Clifford Swan Investment Counsel LLC 0.02% No change 2,151 $475K
Concord Wealth Partners 0.08% Add +0.4% 2,151 $475K
Wealthquest Corp 0.04% Reduce -2.4% 2,179 $475K
LexAurum Advisors, LLC 0.11% Add +30.3% 2,148 $474K
Money Concepts Capital Corp. 0.04% Reduce -60.0% 2,142 $473K
Pallas Capital Advisors LLC 0.02% Add +0.3% 2,153 $473K
Ellis Investment Partners, LLC 0.09% Reduce -2.6% 2,132 $471K
Gables Capital Management Inc. 0.24% Add +2.4% 2,128 $470K
Meridian Management Co. 0.12% No change 2,128 $470K
Summit Investment Advisory Services, LLC 0.25% New 2,120 $468K
Ritholtz Wealth Management 0.01% Reduce -10.4% 2,114 $467K
Palo Alto Wealth Advisors, LLC 0.19% Add +0.3% 2,096 $466K
Trillium Asset Management, LLC 0.01% No change 2,106 $465K
Integris Wealth Management, LLC 0.13% No change 2,100 $464K
Madison Wealth Partners, Inc 0.14% Reduce -3.2% 2,096 $463K
Morse Asset Management, Inc 0.10% New 2,091 $462K
Tran Capital Management, L.P. 0.05% Reduce -10.1% 2,090 $462K
Redmont Wealth Advisors LLC 0.72% Add +3.3% 2,088 $461K
Washington Capital Management, Inc. 0.36% Reduce -56.4% 2,085 $461K
Householder Group Estate & Retirement Specialist, LLC 0.13% Reduce -5.2% 2,074 $458K
Destiny Wealth Partners, LLC 0.08% Add +0.5% 2,072 $458K
DORCHESTER WEALTH MANAGEMENT Co 0.08% Add +8.7% 2,065 $456K
CNB Bank 0.21% No change 2,063 $456K
Flagship Harbor Advisors, LLC 0.02% Reduce -97.6% 2,057 $454K
SCS Capital Management LLC 0.01% Reduce -51.2% 2,056 $454K
Mason & Associates, LLC 0.14% Reduce -2.8% 2,054 $454K
StoneCrest Wealth Management, Inc. 0.33% No change 2,053 $453K
St. Clair Advisors, LLC 0.13% Reduce -9.9% 2,052 $453K
Watts Gwilliam & Co., LLC 0.10% — 2,082 $453K
Rice Partnership, LLC 0.09% Add +2.3% 2,048 $452K
Kohmann Bosshard Financial Services, LLC 0.06% Reduce -3.7% 2,048 $452K
Private Client Services, LLC 0.24% Add +84.7% 2,033 $449K
Fourpath Capital Management, LLC 0.08% Reduce -2.2% 2,031 $449K
Meritage Portfolio Management 0.03% Add +0.9% 2,029 $448K
Vista Investment Management 0.17% No change 2,026 $448K
LMCG Investments, LLC 0.03% Reduce -10.4% 2,024 $447K
Parsons Capital Management Inc. 0.03% No change 2,022 $447K
Cynosure Group, LLC 0.06% Reduce -28.6% 2,012 $444K
Keb Asset Management, LLC 0.13% No change 2,011 $444K
Tradewinds, LLC. 0.14% Reduce -12.4% 2,007 $443K
Byrne Asset Management LLC 0.31% New 2,005 $443K
Lunt Capital Management, Inc. 0.21% No change 2,005 $443K
Vickerman Investment Advisors, Inc. 0.13% Reduce -2.2% 2,002 $442K
Benchmark Investment Advisors LLC 0.31% New 2,000 $442K
Cypress Financial Planning LLC 0.16% Reduce -5.6% 1,995 $441K
Concentric Wealth Management, LLC 0.11% Add +0.1% 1,994 $441K
Warner Financial, Inc. 0.20% Add +0.1% 1,990 $440K
Nichols & Pratt Advisers LLP 0.03% Reduce -15.0% 1,990 $440K
Rise Advisors, LLC 0.21% Add +6.1% 1,988 $439K
Penobscot Wealth Management 0.24% Add +67.1% 1,987 $439K
Mayfair Advisory Group, LLC 0.28% No change 2,002 $439K
Atlantic Union Bankshares Corp 0.03% No change 1,985 $438K
Brown Financial Advisory 0.31% No change 1,980 $437K
Market Street Wealth Management Advisors LLC 0.07% Reduce -3.7% 1,977 $437K
Hummer Financial Advisory Services Inc 0.34% No change 1,975 $436K
Bedell Frazier Investment Counselling, LLC 0.10% Add +0.7% 1,971 $435K
Up Strategic Wealth Investment Advisors LLC 0.48% No change 1,960 $433K
Earned Wealth Advisors, LLC 0.13% Add +61.9% 3,147 $433K
Omega Financial Group, LLC 0.16% Reduce -9.7% 1,948 $430K
Midwest Financial Group LLC 0.25% Reduce -2.8% 1,948 $430K
WorthPointe, LLC 0.18% Reduce -65.3% 1,942 $429K
Meadow Creek Wealth Advisors LLC 0.34% No change 1,938 $428K
Madden Advisory Services, Inc. 0.20% Add +5.6% 1,931 $427K
Uptick Partners, LLC 0.18% Add +2.1% 1,930 $426K
Ironwood Investment Counsel, LLC 0.07% Reduce -13.0% 1,918 $424K
Guidance Point Advisors, LLC 0.13% Add +0.4% 1,914 $423K
Stegner Investment Associates Inc. 0.29% No change 1,905 $421K
Hohimer Wealth Management, LLC 0.09% No change 1,900 $420K
Trust Co. of Vermont 0.02% No change 1,900 $420K
Colonial Trust Co / SC 0.06% Reduce -5.2% 1,897 $419K
Abacus Wealth Partners, LLC 0.06% Reduce -3.7% 1,897 $419K
SFG Wealth Management, LLC. 0.22% Reduce -12.5% 1,897 $419K
Seelaus Asset Management LLC 0.39% Add +70.2% 1,891 $418K
Truepoint, Inc. 0.01% Add +17.6% 1,889 $417K
Cedrus LLC 0.15% New 1,886 $417K
Cahaba Wealth Management, Inc. 0.03% Reduce -4.1% 1,887 $417K
Aurora Private Wealth, Inc. 0.33% Add +14.0% 1,883 $416K
Kessler Investment Group, LLC 0.21% Add +7716.7% 1,876 $415K
Concourse Financial Group Securities, Inc. 0.02% Reduce -9.6% 1,874 $414K
Signal Advisors Wealth, LLC 0.06% New 1,867 $412K
Jackson Square Capital, LLC 0.10% Reduce -15.5% 1,865 $412K
Goelzer Investment Management, Inc. 0.02% Reduce -7.3% 1,863 $412K
D. Scott Neal, Inc. 0.22% No change 1,860 $411K
Northeast Investment Management 0.02% Add +0.2% 1,860 $411K
First Manhattan Co. Llc. 0.00% Add +57.0% 1,859 $411K
Significant Wealth Partners LLC 0.21% Add +5.7% 1,859 $411K
Clark Financial Services Group Inc. 0.37% New 1,858 $410K
Bangor Savings Bank 0.04% Reduce -0.5% 1,856 $410K
Afg Fiduciary Services Limited Partnership 0.28% No change 1,851 $410K
Ransom Advisory, Ltd 0.19% Add +15.6% 1,850 $409K
Zullo Investment Group, Inc. 0.17% Reduce -5.0% 1,848 $408K
My Legacy Advisors, LLC 0.16% Add +4.0% 1,847 $408K
Independent Wealth Network Inc. 0.18% Add +3.1% 1,838 $406K
Macquarie Group Ltd. 0.00% Reduce -39.4% 1,837 $405K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +4.4% 1,825 $403K
Basso Capital Management, L.P. 0.37% New 1,825 $403K
GHP Investment Advisors, Inc. 0.02% Reduce -3.5% 1,813 $400K
SignalPoint Asset Management, LLC 0.09% Add +6.5% 1,815 $400K
Amplius Wealth Advisors, LLC 0.04% Add +1.7% 1,805 $399K
Northwest Bancshares, Inc. 0.07% Reduce -26.6% 1,798 $397K
Fiduciary Group, LLC 0.04% Add +0.1% 1,796 $397K
True Vision MN LLC 0.24% Add +3.1% 1,780 $393K
Founders Financial Securities LLC 0.04% Reduce -28.6% 1,769 $391K
Bank Hapoalim BM 0.06% Reduce -23.4% 1,766 $390K
SageView Advisory Group, LLC 0.02% Reduce -42.5% 1,765 $390K
49 Wealth Management, LLC 0.06% Reduce -93.9% 1,763 $389K
Flagstone Financial Management 0.13% Add +20.0% 1,758 $388K
Encompass Wealth Advisors, LLC 0.10% No change 1,758 $388K
LM Advisors LLC 0.08% No change 1,751 $387K
Talon Private Wealth, LLC 0.08% — 1,747 $386K
Heritage Financial Services, LLC 0.05% Reduce -5.9% 1,747 $386K
Horrell Capital Management, Inc. 0.11% Add +11.4% 1,735 $383K
Professional Advisory Services Inc. 0.05% No change 1,735 $383K
Register Financial Advisors LLC 0.20% Reduce -9.0% 1,730 $382K
Brass Tax Wealth Management, Inc. 0.08% New 1,726 $381K
High Net Worth Advisory Group LLC 0.11% Reduce -11.8% 1,723 $381K
Sprinkle Financial Consultants LLC 0.27% Add +0.2% 1,718 $379K
Quent Capital, LLC 0.04% No change 1,717 $379K
Advocate Group LLC 0.07% No change 1,716 $379K
Baker Ellis Asset Management LLC 0.05% New 1,716 $379K
S.A. Mason LLC 0.20% Add +8.5% 1,715 $379K
Argus Investors' Counsel, Inc. 0.25% Reduce -0.3% 1,714 $379K
Assetmark, Inc. 0.00% Add +79.0% 1,706 $377K
Rockwood Wealth Management, LLC 0.04% Add +1.3% 1,705 $377K
CWA Asset Management Group, LLC 0.02% — 1,702 $376K
Canal Capital Management, LLC 0.06% Add +0.3% 1,701 $376K
Executive Wealth Management, LLC 0.03% New 1,700 $376K
Avalon Trust Co 0.03% No change 1,700 $376K
Bank of Hawaii 0.02% Reduce -0.5% 1,689 $373K
Smallwood Wealth Investment Management, LLC 0.27% Reduce -44.6% 1,686 $372K
Conservest Capital Advisors, Inc. 0.04% No change 1,771 $372K
Legacy Wealth Management, LLC / MS 0.14% New 1,685 $372K
Consolidated Portfolio Review Corp 0.08% Reduce -6.4% 1,683 $372K
Roanoke Asset Management Corp./ NY 0.12% Add +8.7% 1,680 $371K
Lee Danner & Bass Inc. 0.03% Reduce -0.1% 1,678 $371K
Elevatus Welath Management 0.12% Add +10.7% 1,670 $369K
Cim Investment Management Inc. 0.11% No change 1,670 $369K
TD Asset Management Inc 0.00% Add +16.5% 1,674 $369K
Pflug Koory, LLC 0.02% — 1,665 $368K
Quadrant Private Wealth Management, LLC 0.09% Reduce -28.1% 1,663 $367K
Friedenthal Financial 0.21% Reduce -27.3% 1,648 $364K
Saiph Capital, LLC 0.17% No change 1,648 $364K
Sovereign Financial Group, Inc. 0.09% No change 1,647 $364K
Flower City Capital 0.21% Reduce -7.0% 1,645 $363K
Prosperity Planning, Inc. 0.16% Reduce -1.3% 1,644 $363K
KKM Financial LLC 0.18% Reduce -78.5% 1,641 $362K
Logan Capital Management Inc. 0.01% No change 1,640 $362K
Successful Portfolios LLC 0.24% Reduce -4.4% 1,636 $361K
PVG Asset Management Corp. 1.45% Reduce -21.3% 1,632 $360K
Acorn Wealth Advisors, LLC 0.15% Add +24.1% 1,631 $360K
Westover Capital Advisors, LLC 0.07% New 1,629 $360K
Chapin Davis, Inc. 0.12% Reduce -36.0% 1,626 $359K
Pettinga Financial Advisors LLC 0.09% Reduce -1.5% 1,625 $359K
Roundview Capital LLC 0.03% Reduce -12.1% 1,622 $358K
Peak Planning Group, LLC 0.16% Add +0.4% 1,622 $358K
Horizon Investments, LLC 0.01% Reduce -3.5% 1,615 $357K
Tenon Financial LLC 0.24% Add +1.4% 1,614 $357K
Harrington Investments, INC 0.19% No change 1,610 $356K
Magnus Financial Group LLC 0.04% Reduce -8.7% 1,606 $355K
Elevation Wealth Partners, LLC 0.15% Add +116.3% 1,605 $355K
Waypoint Capital Advisors, LLC 0.08% No change 1,605 $355K
Fairview Capital Investment Management, LLC 0.02% No change 1,603 $354K
EPG Wealth Management LLC 0.09% Add +0.0% 1,600 $353K
Rovin Capital /Ut/ 0.13% Add +0.1% 1,596 $353K
Nicollet Investment Management, Inc. 0.12% No change 1,599 $353K
Armstrong Advisory Group, Inc. 0.03% Reduce -40.5% 1,598 $353K
Annex Advisory Services, LLC 0.01% Reduce -9.0% 1,589 $351K
Buffington Mohr McNeal 0.06% Add +5.3% 1,585 $350K
New England Professional Planning Group Inc. 0.17% Add +12.2% 1,582 $350K
Rollins Financial Advisors, LLC 0.06% Add +49.8% 1,579 $349K
Kades & Cheifetz LLC 0.20% Add +0.4% 1,579 $349K
Xcel Wealth Management, LLC 0.10% Reduce -4.8% 1,578 $349K
Paragon Financial Partners, Inc. 0.25% Add +0.1% 1,572 $347K
KilterHowling LLC 0.22% No change 1,571 $347K
PrairieView Partners, LLC 0.04% Reduce -0.9% 1,575 $347K
Navis Wealth Advisors, LLC 0.38% Add +1.4% 1,571 $347K
Inlet Private Wealth, LLC 0.09% Reduce -4.6% 1,569 $347K
BOS Asset Management, LLC 0.13% Add +4.0% 1,567 $346K
Atlantic Edge Private Wealth Management, LLC 0.10% Add +2.6% 1,560 $345K
Pure Portfolios Holdings LLC 0.13% — 1,543 $341K
Ledyard National Bank 0.03% Add +5.2% 1,540 $340K
Florida Financial Advisors, LLC 0.18% New 1,538 $340K
Stablepoint Partners, LLC 0.06% Reduce -32.8% 1,537 $340K
Armor Investment Advisors, LLC 0.14% No change 1,529 $338K
Insight Wealth Strategies, LLC 0.04% Add +0.3% 1,521 $336K
Mine & Arao Wealth Creation & Management, LLC. 0.16% Add +0.3% 1,520 $336K
Ashton Thomas Securities, LLC 0.06% Reduce -0.3% 1,512 $334K
Edgestream Partners, L.P. 0.01% New 1,510 $334K
Sapient Capital LLC 0.01% Add +5.5% 1,507 $333K
Retirement Planning Co of New England, Inc. 0.17% Reduce -0.7% 1,505 $333K
Breakwater Investment Management 0.14% No change 1,504 $332K
ARS Wealth Advisors Group, LLC 0.04% Add +6.0% 1,501 $332K
Okabena Investment Services Inc. 0.09% New 1,500 $331K
Stokes Family Office, LLC 0.04% No change 1,500 $331K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% New 1,500 $331K
Marshall Financial Group, LLC 0.08% No change 1,499 $331K
Princeton Global Asset Management LLC 0.06% Add +114.6% 1,496 $330K
Rakuten Securities, Inc. 0.14% Add +21.9% 1,493 $330K
Zacks Investment Management 0.00% Add +4.9% 1,490 $329K
180 Wealth Advisors, LLC 0.05% Add +3.8% 1,490 $329K
Cary Street Partners Asset Management LLC 0.04% Reduce -7.9% 1,488 $329K
Traynor Capital Management, Inc. 0.03% Add +47.5% 1,487 $329K
Flaharty Asset Management, LLC 0.05% Reduce -1.5% 1,484 $328K
Wescott Financial Advisory Group, LLC 0.04% Reduce -8.1% 1,482 $327K
Romano Brothers and Company 0.04% Add +5.3% 1,477 $326K
Grandfield & Dodd, LLC 0.02% New 1,477 $326K
McCollum Christoferson Group LLC 0.09% No change 1,472 $325K
Investmark Advisory Group LLC 0.16% Add +0.1% 1,471 $325K
ProVise Management Group, LLC 0.03% Reduce -20.7% 1,467 $324K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Reduce -0.6% 1,465 $324K
Austin Wealth Management, LLC 0.07% Reduce -5.2% 1,491 $322K
TCI Wealth Advisors, Inc. 0.03% Reduce -2.9% 1,451 $321K
Wealthspire Retirement, LLC 0.03% Add +7.4% 1,450 $320K
Adirondack Trust Co. 0.12% No change 1,448 $320K
Kaizen Financial Strategies 0.19% Reduce -6.3% 1,446 $319K
Fortitude Advisory Group L.L.C. 0.20% Reduce -2.0% 1,445 $319K
Sheets Smith Wealth Management 0.04% Reduce -0.6% 1,441 $318K
Hantz Financial Services, Inc. 0.01% Add +696.1% 1,441 $318K
Insight 2811, Inc. 0.16% Add +26.5% 1,432 $316K
Summitry LLC 0.02% New 1,431 $316K
Financial Insights, Inc. 0.10% Reduce -30.9% 1,423 $314K
REDW Wealth LLC 0.08% No change 1,416 $313K
Trueblood Wealth Management, LLC 0.16% No change 1,414 $312K
Valley Forge Investment Consultants Inc. Adv 0.11% Reduce -0.2% 1,413 $312K
Fayez Sarofim & Co 0.00% No change 1,403 $310K
FC Advisory LLC 0.10% Reduce -5.8% 1,400 $309K
Frisch Financial Group, Inc. 0.09% Add +0.9% 1,397 $309K
Castle Wealth Management LLC 0.12% Reduce -1.3% 1,394 $308K
Windsor Advisory Group, LLC 0.34% No change 1,382 $305K
River Street Advisors LLC 0.17% No change 1,382 $305K
Dohj, LLC 0.07% No change 1,400 $305K
Bell Bank 0.04% No change 1,379 $305K
Shelton Capital Management 0.01% No change 1,371 $303K
Global Wealth Management Investment Advisory, Inc. 0.07% Reduce -3.6% 1,370 $303K
Forum Private Client Group LLC 0.13% Reduce -22.5% 1,364 $301K
Running Point Capital Advisors, LLC 0.12% Add +11.5% 1,352 $299K
Interactive Financial Advisors, Inc. 0.15% Reduce -0.8% 1,350 $298K
Pps&v Asset Management Consultants, Inc. 0.20% No change 1,350 $298K
Bulltick Wealth Management, LLC 0.07% New 1,350 $298K
FLC Capital Advisors 0.07% No change 1,345 $297K
Asio Capital, LLC 0.06% No change 1,343 $297K
Wolff Wiese Magana LLC 0.20% Add +8.0% 1,340 $296K
Greenfield Savings Bank 0.14% Reduce -3.0% 1,335 $295K
Buckhead Capital Management LLC 0.09% Add +8.1% 1,334 $295K
BCGM Wealth Management, LLC 0.10% Add +0.1% 1,330 $294K
Beacon Capital Management, LLC 0.04% Add +52.7% 1,330 $294K
Wedgewood Investors Inc. 0.32% No change 1,324 $292K
Vise Technologies, Inc. 0.04% New 1,323 $292K
SP Asset Management LLC 0.02% Add +0.3% 1,322 $292K
NCP Inc. 0.17% Add +312.1% 1,323 $292K
Allred Capital Management, LLC 0.11% Reduce -83.9% 1,314 $290K
Retirement Income Solutions, Inc. 0.07% No change 1,313 $290K
Newman Dignan & Sheerar, Inc. 0.07% No change 1,303 $290K
Kennicott Capital Management LLC 0.11% No change 1,312 $290K
Community Bank of Raymore 0.22% No change 1,309 $289K
Xponance LLC 0.00% Reduce -20.0% 1,307 $289K
Hayek Kallen Investment Management 0.10% No change 1,305 $288K
Gerber, LLC 0.21% No change 1,301 $287K
DiNuzzo Private Wealth, Inc. 0.04% New 1,301 $287K
Edge Financial Advisors LLC 0.25% New 942 $287K
JGP Wealth Management, LLC 0.04% No change 1,295 $286K
Grant Street Asset Management, Inc. 0.08% No change 1,294 $286K
RiverFront Investment Group, LLC 0.01% Add +10.0% 1,291 $285K
Charles Schwab Trust Co 0.02% New 1,290 $285K
Bath Savings Trust Co 0.03% Add +25.2% 1,286 $284K
Sage Capital Management, LLC 0.14% Reduce -27.4% 1,282 $283K
Collaborative Wealth Managment Inc. 0.13% Reduce -10.8% 1,282 $283K
Legacy Capital Wealth Partners, LLC 0.06% New 1,280 $283K
Wealth Alliance, LLC 0.03% Reduce -66.6% 1,269 $280K
City State Bank 0.10% Reduce -4.5% 1,262 $279K
Horan Capital Advisors, LLC. 0.09% No change 1,257 $278K
Gemmer Asset Management LLC 0.03% Add +10.7% 1,253 $277K
Waterloo Capital, L.P. 0.03% New 1,253 $277K
Capital Planning Advisors, LLC 0.04% No change 1,250 $276K
Lincoln Capital LLC 0.06% No change 1,246 $275K
Zuckerman Investment Group, LLC 0.03% No change 1,245 $275K
Mitchell McLeod Pugh & Williams Inc. 0.06% Reduce -5.4% 1,243 $275K
Strata Wealth Advisors, LLC 0.09% Add +2.0% 1,242 $274K
Von Berge Wealth Management Group, LLC 0.17% Add +0.1% 1,154 $274K
Bordeaux Wealth Advisors LLC 0.05% Add +13.1% 1,234 $272K
Van Strum & Towne Inc. 0.09% No change 1,225 $271K
GeoWealth Management, LLC 0.01% Add +1.9% 1,225 $271K
W Advisors, LLC 0.17% New 1,223 $270K
Wealth Advisors of Tampa Bay, LLC 0.11% Add +1.4% 1,222 $270K
Clark Asset Management, LLC 0.06% Reduce -29.6% 1,222 $270K
Dunhill Financial, LLC 0.14% Add +64.1% 1,221 $270K
Paragon Capital Management Inc. 0.20% Add +19.7% 1,217 $269K
JBR Co Financial Management Inc 0.18% New 1,215 $268K
Burns Matteson Capital Management, LLC 0.15% No change 1,214 $268K
Cliffwater LLC 0.06% No change 1,213 $268K
Madison Asset Management, LLC 0.00% No change 1,211 $267K
TNF LLC 0.10% No change 1,216 $267K
Vigilare Wealth Management 0.11% Reduce -79.0% 1,209 $267K
Capital Advisors Inc. 0.01% Add +10.8% 1,206 $266K
Cypress Wealth Services, LLC 0.06% Reduce -3.1% 1,205 $266K
TrinityPoint Wealth, LLC 0.04% No change 1,204 $266K
Elk River Wealth Management LLC 0.05% No change 1,202 $266K
CFM Wealth Partners LLC 0.05% No change 1,199 $265K
North Point Portfolio Managers Corp. 0.04% New 1,194 $264K
Onyx Bridge Wealth Group LLC 0.04% Reduce -4.0% 1,193 $264K
McNamara Financial Services, Inc. 0.05% Add +0.4% 1,188 $262K
Renasant Bank 0.17% Add +0.4% 1,187 $262K
Beacon Bank & Trust 0.06% No change 1,182 $261K
Atlas Capital Advisors Inc. 0.04% Reduce -0.3% 1,180 $261K
Integrity Wealth Solutions LLC 0.15% Add +4.8% 1,180 $261K
McClarren Financial Advisors, Inc. 0.03% Add +65.0% 4,685 $260K
Copperwynd Financial, LLC 0.08% Add +17.2% 1,170 $258K
Voisard Asset Management Group, Inc. 0.11% No change 1,170 $258K
Catalina Capital Group, LLC 0.09% Reduce -1.5% 1,169 $258K
Private Capital Management LLC 0.05% Add +4.8% 1,166 $258K
D.B. Root & Company, LLC 0.08% New 1,166 $258K
Quarry Hill Advisors, LLC 0.17% No change 1,160 $256K
Stevard, LLC 1.04% Reduce -7.9% 1,159 $256K
KWB Wealth 0.03% Reduce -11.4% 1,258 $255K
ZWJ Investment Counsel Inc. 0.01% Reduce -2.5% 1,154 $255K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,151 $254K
Alpha Omega Wealth Management LLC 0.05% No change 1,150 $254K
Ascent Group, LLC 0.02% Reduce -6.4% 1,148 $254K
Versant Capital Management, Inc 0.06% No change 1,148 $253K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,145 $253K
Access Financial Services, Inc. 0.12% New 1,144 $253K
Prosperity Financial Group, Inc. 0.14% No change 1,142 $252K
Cassady Schiller Wealth Management, LLC 0.09% Reduce -3.3% 1,140 $252K
McIlrath & Eck, LLC 0.03% Add +84.4% 1,136 $251K
Performance Wealth Partners, LLC 0.01% Reduce -37.6% 1,135 $251K
Burford Brothers, Inc. 0.13% Reduce -19.2% 1,134 $250K
Ariadne Wealth Management, LP 0.14% No change 1,059 $250K
Patten Group, Inc. 0.06% Reduce -20.9% 1,132 $250K
Straight Path Wealth Management 0.11% New 1,130 $250K
ForthRight Wealth Management, LLC 0.08% Reduce -14.7% 1,128 $249K
FSA Wealth Management LLC 0.10% — 1,128 $249K
Roffman Miller Associates Inc. 0.02% No change 1,127 $249K
Root Financial Partners, LLC 0.04% New 1,126 $249K
Fairman Group, LLC 0.22% Reduce -9.3% 1,126 $249K
Capital Insight Partners, LLC 0.04% No change 1,125 $249K
Garrett Wealth Advisory Group, LLC 0.06% Add +13.0% 1,124 $248K
Core Wealth Partners LLC 0.15% Add +2.6% 1,121 $248K
Colton Groome Financial Advisors, LLC 0.09% New 1,121 $248K
Talisman Wealth Advisors LLC 0.26% No change 1,120 $247K
Financial Gravity Companies, Inc. 0.07% — 1,115 $246K
True North Advisors, LLC 0.06% Reduce -15.5% 1,114 $246K
TCP Asset Management, LLC 0.06% Reduce -1.3% 1,114 $246K
Cabot Wealth Management Inc. 0.03% No change 1,111 $245K
Wealthcare Capital Management LLC 0.02% Reduce -0.1% 1,111 $245K
Cortland Associates Inc. 0.03% No change 1,110 $245K
Whitaker-Myers Wealth Managers, LTD. 0.08% Reduce -60.7% 1,108 $245K
JT Stratford LLC 0.04% New 1,105 $244K
Everett Harris & Co. 0.00% Reduce -0.9% 1,104 $244K
Howe & Rusling Inc. 0.02% Add +3.8% 1,103 $244K
Jag Capital Management, LLC 0.03% No change 1,101 $243K
Wick Capital Partners, LLC 0.08% New 1,100 $243K
Signet Financial Management, LLC 0.03% Reduce -25.4% 1,100 $243K
Vima LLC 0.50% New 1,095 $242K
Northern Financial Advisors Inc 0.18% Reduce -0.9% 1,093 $241K
Northeast Financial Group, Inc. 0.09% New 1,093 $241K
PDS Planning, Inc 0.02% No change 1,088 $240K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -51.4% 1,088 $240K
Maltin Wealth Management, Inc. 0.12% Add +0.2% 1,086 $240K
Discovery Capital Management, LLC / CT 0.03% New 1,084 $239K
Continuum Wealth Advisors, LLC 0.13% No change 1,078 $238K
Baker Avenue Asset Management, LP 0.01% Reduce -43.5% 1,072 $237K
Platform Technology Partners 0.07% New 1,070 $236K
Cladis Investment Advisory, LLC 0.16% No change 1,067 $236K
Wealth Group Ltd 0.07% No change 1,064 $235K
Robinswood Financial LLC 0.09% Add +3.9% 1,060 $234K
Cambridge Financial Group, LLC 0.10% Reduce -5.3% 1,059 $234K
CPC Advisors, LLC 0.03% No change 1,057 $233K
Henrickson Nauta Wealth Advisors, Inc. 0.09% New 1,055 $233K
SJS Investment Consulting Inc. 0.04% No change 1,054 $233K
CVA Family Office, LLC 0.04% Add +0.1% 1,052 $232K
Wallace Advisory Group, LLC 0.17% No change 1,144 $232K
First Community Trust NA 0.19% No change 1,051 $232K
Lauterbach Financial Advisors, LLC 0.14% No change 1,046 $231K
Pathway Financial Advisors LLC 0.06% Reduce -59.1% 1,046 $231K
L. Roy Papp & Associates, LLP 0.03% Reduce -3.2% 1,046 $231K
WealthBridge Investment Counsel Inc. 0.08% No change 1,047 $231K
Reynders McVeigh Capital Management, LLC 0.01% New 1,039 $230K
Visionary Horizons, LLC 0.15% Add +0.3% 1,039 $230K
Shakespeare Wealth Management, LLC 0.06% Reduce -2.5% 1,038 $229K
Pictet North America Advisors SA 0.02% No change 1,036 $229K
Bright Futures Wealth Management, LLC. 0.11% New 1,032 $228K
JFG Wealth Management, LLC 0.06% New 1,033 $228K
Columbia Bank 0.08% Reduce -0.9% 1,027 $227K
Aspire Capital Advisors LLC 0.07% New 1,025 $226K
Main Line Retirement Advisors, LLC 0.15% Add +0.3% 1,020 $225K
Milestone Asset Management, LLC 0.05% Reduce -10.7% 1,014 $224K
Vertex Planning Partners, LLC 0.05% Reduce -0.6% 1,013 $224K
Smartleaf Asset Management LLC 0.03% Add +11.2% 1,014 $223K
Sandhill Capital Partners LLC 0.02% New 1,010 $223K
LifePro Asset Management 0.14% Reduce -4.5% 1,010 $223K
Glassman Wealth Services 0.04% Reduce -23.4% 1,010 $223K
Crumly & Associates Inc. 0.06% New 1,003 $222K
PBMares Wealth Management LLC 0.05% No change 1,000 $221K
Tenret Co LLC 0.14% No change 1,000 $221K
1776 Wealth LLC 0.10% No change 1,000 $221K
Keudell/Morrison Wealth Management 0.06% No change 999 $221K
Main Street Group, LTD 0.10% Reduce -13.1% 997 $220K
Schnieders Capital Management LLC 0.04% No change 992 $219K
GW Henssler & Associates Ltd. 0.01% Reduce -11.8% 991 $219K
Harbour Trust & Investment Management Co 0.02% New 983 $217K
Cascade Investment Group, Inc. 0.16% Reduce -3.4% 981 $217K
Eagle Wealth Strategies LLC 0.16% Reduce -6.8% 979 $216K
Journey Advisory Group, LLC 0.03% Reduce -4.7% 1,065 $216K
Beaumont Financial Advisors, LLC 0.02% Reduce -18.9% 974 $215K
Marathon Strategic Advisors, LLC 0.23% Reduce -2.7% 973 $215K
Jamison Private Wealth Management, Inc. 0.03% No change 973 $215K
WESPAC Advisors, LLC 0.16% Reduce -45.3% 971 $214K
Red Door Wealth Management, LLC 0.04% Reduce -13.6% 970 $214K
J. L. Bainbridge & Co., Inc. 0.02% New 967 $214K
SWP Financial LLC 0.13% Reduce -3.6% 966 $213K
Taylor & Morgan Wealth Management, LLC 0.14% New 961 $212K
Chartwell Investment Partners, LLC 0.01% New 961 $212K
Main Management LLC 0.02% No change 956 $211K
Monarch Capital Management Inc. 0.06% New 954 $211K
Shilanski & Associates, Inc. 0.07% New 951 $210K
Code Waechter LLC 0.20% — 950 $210K
Cascade Wealth Advisors, Inc 0.15% No change 950 $210K
Miramar Capital, LLC 0.05% Reduce -24.0% 950 $210K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +5476.5% 948 $209K
Front Street Capital Management, Inc. 0.03% Reduce -26.6% 946 $209K
Gordian Advisors LLC 0.17% New 944 $209K
Luminvest Wealth Management LLC 0.09% New 924 $208K
Seeds Investor LLC 0.08% New 942 $208K
Elm Partners Management LLC 0.01% New 937 $207K
Sterling Investment Advisors, Ltd. 0.05% New 936 $207K
Diversify Wealth Management, LLC 0.02% New 941 $206K
Peoples Bank 0.10% New 930 $205K
Professional Financial Advisors, LLC 0.05% New 926 $205K
Opes Wealth Management LLC 0.04% New 926 $205K
Team Hewins, LLC 0.08% Reduce -17.6% 925 $204K
Koss-Olinger Consulting, LLC 0.02% New 922 $204K
Carmichael Hill & Associates, Inc. 0.08% Add +82.9% 920 $203K
Northwest Capital Management Inc 0.07% No change 919 $203K
Optas, LLC 0.05% New 919 $203K
Ridgepath Capital Management LLC 0.16% New 914 $202K
Moseley Investment Management Inc. 0.08% New 912 $201K
ESL Trust Services, LLC 0.05% No change 910 $201K
O'ROURKE & COMPANY, Inc 0.10% New 909 $201K
Lantern Wealth Advisors, LLC 0.14% New 906 $200K
Nelson Capital Management, LLC 0.03% New 906 $200K
Birchbrook, Inc. 0.11% Reduce -10.6% 904 $200K
Park Place Capital Corp 0.06% No change 903 $199K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 883 $195K
GPS Wealth Strategies Group, LLC 0.03% Add +46.3% 882 $195K
West Branch Capital LLC 0.07% Add +0.1% 878 $194K
Glass Jacobson Investment Advisors llc 0.06% No change 859 $190K
RE Dickinson Investment Advisors, LLC 0.11% No change 850 $188K
Bfsg, LLC 0.02% Add +10.7% 830 $183K
Schroder Investment Management Group 0.00% No change 830 $183K
Aberdeen Wealth Management LLC 0.12% Add +15.5% 820 $181K
Rosenberg Matthew Hamilton 0.05% No change 807 $178K
Financial Connections Group, Inc. 0.09% Reduce -36.4% 807 $178K
Trivant Custom Portfolio Group, LLC 0.10% No change 800 $177K
Capital Analysts, LLC 0.01% Add +0.8% 786 $173K
Arax Advisory Partners 0.02% Add +30.8% 782 $173K
Oakworth Capital, Inc. 0.01% No change 772 $171K
Kiely Wealth Advisory Group, Inc. 0.10% No change 695 $165K
Anchor Investment Management, LLC 0.02% Add +6.8% 743 $164K
Vestcor Inc 0.01% No change 740 $163K
AllSquare Wealth Management LLC 0.09% Reduce -53.7% 733 $162K
Duncker Streett & Co. Inc. 0.03% Add +38.1% 725 $160K
Planning Capital Management Corp 0.11% Add +10.4% 721 $159K
Horizons Wealth Management 0.12% No change 712 $157K
DB Fitzpatrick & Co, Inc 0.14% Reduce -0.1% 704 $156K
Citizens National Bank Trust Department 0.03% No change 700 $155K
Granite Investment Partners, LLC 0.01% Add +55.4% 690 $152K
Picton Mahoney Asset Management 0.01% Reduce -43.9% 690 $152K
Albion Financial Group 0.01% No change 666 $147K
Avion Wealth 0.04% Reduce -18.2% 668 $147K
Dynamic Wealth Strategies, LLC 0.12% Reduce -4.1% 653 $144K
Oarsman Capital, Inc. 0.03% New 651 $144K
Caldwell Sutter Capital, Inc. 0.07% Add +0.2% 635 $140K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +91.6% 636 $140K
MTM Investment Management, LLC 0.05% No change 631 $138K
West Financial Advisors, LLC 0.03% Add +495.2% 625 $138K
Resources Management Corp. /CT/ 0.02% No change 626 $138K
First United Bank & Trust 0.05% Reduce -0.8% 620 $137K
Advanced Asset Management Advisors Inc 0.04% No change 667 $135K
Angeles Investment Advisors, LLC 0.01% No change 605 $134K
Pacifica Partners Inc. 0.05% No change 602 $133K
Roble, Belko & Company, Inc 0.02% No change 592 $131K
Truvestments Capital LLC 0.03% New 581 $128K
Western Pacific Wealth Management, LP 0.08% Reduce -34.3% 576 $127K
AlphaMark Advisors, LLC 0.04% Reduce -44.7% 571 $126K
ORG Partners LLC 0.02% Add +2.6% 560 $124K
Frazier Financial Advisors, LLC 0.09% Add +3.8% 553 $122K
Hazlett, Burt & Watson, Inc. 0.06% Reduce -17.1% 556 $122K
Asset Dedication, LLC 0.01% Reduce -18.4% 549 $121K
Olistico Wealth, LLC 0.07% Reduce -3.5% 549 $121K
HHM Wealth Advisors, LLC 0.02% No change 546 $121K
Private Wealth Management Group, LLC 0.05% No change 546 $121K
Aspire Wealth Management Corp 0.06% Reduce -7.2% 544 $120K
Bogart Wealth, LLC 0.01% Add +19.6% 543 $120K
Trust Co 0.01% No change 528 $117K
Stephens Consulting, LLC 0.03% Reduce -14.0% 527 $116K
Atlantic Private Wealth, LLC 0.09% Reduce -0.2% 516 $114K
Darwin Wealth Management, LLC 0.03% New 514 $114K
Motco 0.01% No change 511 $113K
Element Wealth, LLC 0.06% Add +232.7% 509 $112K
Provident Wealth Management, LLC 0.04% No change 505 $112K
Pingora Partners LLC 0.08% Reduce -3.1% 500 $110K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 500 $110K
Clean Yield Group 0.04% Reduce -20.4% 500 $110K
Winch Advisory Services, LLC 0.03% Add +0.4% 498 $110K
Guardian Wealth Advisors, LLC / NC 0.01% No change 494 $109K
TD Capital Management LLC 0.01% Add +0.2% 485 $107K
RK Capital Management, LLC 30.91% — 453 $100K
New England Capital Financial Advisors LLC 0.05% Add +0.4% 452 $100K
Pineridge Advisors LLC 0.04% Reduce -3.2% 451 $100K
Sanctuary Wealth Management, L.L.C. 0.07% No change 443 $98K
Abound Wealth Management 0.03% Add +7.2% 434 $96K
Bollard Group LLC 0.00% Add +0.2% 422 $93K
First Personal Financial Services 0.02% No change 405 $89K
Westside Investment Management, Inc. 0.02% No change 400 $88K
Skylands Capital, LLC 0.01% No change 400 $88K
Hilltop National Bank 0.03% Reduce -45.5% 397 $88K
Capital Advisors, Ltd. LLC 0.01% Add +12.3% 393 $87K
First Pacific Financial 0.02% Add +0.3% 392 $87K
Advantage Trust Co 0.06% No change 389 $86K
Elevate Wealth Advisory, Inc. 0.06% Add +0.3% 376 $83K
Providence Capital Advisors, LLC 0.02% Reduce -53.5% 371 $82K
Westend Capital Management, LLC 0.03% New 370 $82K
Mill Capital Management, LLC 0.01% No change 362 $80K
Clearstead Trust, LLC 0.02% Reduce -7.0% 356 $79K
Hexagon Capital Partners LLC 0.02% Reduce -0.8% 352 $78K
Pacific Center for Financial Services 0.02% Reduce -12.9% 351 $78K
Beach Investment Counsel Inc. 0.01% No change 350 $77K
Arrow Financial Corp 0.01% No change 343 $76K
Contravisory Investment Management, Inc. 0.02% Add +0.3% 339 $75K
WealthCollab, LLC 0.05% No change 337 $74K
Coppell Advisory Solutions LLC 0.01% Reduce -15.8% 337 $74K
Compagnie Lombard Odier SCmA 0.00% No change 335 $74K
Creative Financial Designs Inc. 0.01% Add +4.4% 335 $74K
Horizon Bancorp Inc. 0.03% No change 329 $73K
Cetera Trust Company, N.A 0.04% No change 330 $73K
Kings Path Partners LLC 0.03% No change 330 $73K
Hamilton Point Investment Advisors, LLC 0.01% No change 323 $71K
GoalVest Advisory LLC 0.02% No change 321 $71K
Mogy Joel R Investment Counsel Inc. 0.00% No change 320 $71K
Morling Financial Advisors, LLC 0.03% No change 318 $70K
Founders Financial Alliance, LLC 0.02% Add +42.3% 316 $70K
Partnership Wealth Management, LLC 0.05% No change 315 $70K
Clear Investment Research, LLC 0.09% Reduce -29.5% 313 $69K
Stone House Investment Management, LLC 0.01% Add +0.3% 304 $67K
Balentine LLC 0.00% No change 303 $67K
Kozak & Associates, Inc. 0.02% Add +0.3% 294 $67K
Creative Capital Management Investments LLC 0.03% No change 300 $66K
Vermillion & White Wealth Management Group, LLC 0.05% No change 284 $63K
Capital Investment Counsel, Inc 0.01% Reduce -21.4% 276 $61K
Hemington Wealth Management 0.02% New 277 $60K
Invesco Ltd. 0.00% Reduce -16.4% 271 $60K
CGC Financial Services, LLC 0.02% No change 270 $60K
Riverview Trust Co 0.05% No change 269 $59K
BBJS Financial Advisors, LLC 0.02% No change 268 $59K
SYM FINANCIAL Corp 0.01% No change 266 $59K
Hartford Financial Management Inc. 0.01% No change 258 $57K
Ridgewood Investments LLC 0.03% No change 257 $57K
Creekmur Asset Management LLC 0.01% Reduce -0.4% 256 $57K
Northwest Bank & Trust Co 0.04% No change 250 $55K
Cape Investment Advisory, Inc. 0.02% Add +7.1% 241 $53K
Atwood & Palmer Inc. 0.00% No change 240 $53K
MeadowBrook Investment Advisors LLC 0.05% No change 234 $52K
Sawyer & Company, Inc 0.02% Reduce -10.1% 231 $51K
Valley National Advisers Inc. 0.01% Reduce -56.0% 227 $50K
Sound Income Strategies, LLC 0.00% Add +155.7% 225 $50K
Eukles Asset Management 0.02% No change 220 $49K
Tradewinds Capital Management, LLC 0.01% Add +9.4% 220 $49K
VitalStone Financial, LLC 0.03% Add +1.4% 217 $48K
Washington Trust Advisors, Inc. 0.00% No change 217 $48K
Barrett & Company, Inc. 0.02% No change 216 $48K
Chilton Capital Management LLC 0.00% Add +176.6% 213 $47K
Front Row Advisors LLC 0.02% Add +10.4% 212 $47K
Semmax Financial Advisors Inc. 0.01% Add +0.5% 197 $47K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 209 $46K
DecisionPoint Financial, LLC 0.01% No change 208 $46K
Weaver Capital Management LLC 0.01% No change 206 $46K
Templeton & Phillips Capital Management, LLC 0.03% New 203 $45K
Delta Asset Management LLC 0.00% No change 202 $45K
Painted Porch Advisors LLC 0.02% Add +0.5% 201 $44K
Shay Capital LLC 0.01% Reduce -96.7% 200 $44K
Wellington Shields & Co., LLC 0.01% Add +161.3% 196 $43K
Arjuna Capital 0.01% No change 195 $43K
American Capital Advisory, LLC 0.02% Reduce -50.4% 194 $43K
Richardson Financial Services Inc. 0.03% No change 211 $43K
Burkett Financial Services, LLC 0.02% Add +0.5% 186 $41K
Integrity Financial Corp 0.02% No change 184 $41K
Bellevue Asset Management, LLC 0.02% Add +17.6% 180 $40K
GS Investments, Inc. 0.02% No change 180 $40K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -58.6% 178 $39K
Legacies Wealth LLC 0.03% No change 177 $39K
Annapolis Financial Services, LLC 0.01% No change 172 $38K
Peachtree Investment Partners, LLC 0.01% Add +47.3% 165 $36K
Godsey & Gibb, Inc. 0.00% No change 165 $36K
Phillips Financial Management, LLC 0.00% Add +1.2% 163 $36K
Family CFO Inc 0.02% New 157 $35K
Reston Wealth Management LLC 0.01% New 157 $35K
Cordant, Inc. 0.02% No change 146 $32K
Financial Network Wealth Advisors LLC 0.03% Reduce -1.4% 143 $32K
TruNorth Capital Management, LLC 0.01% No change 140 $31K
Punch & Associates Investment Management, Inc. 0.00% Reduce -2.1% 140 $31K
Claris Advisors, LLC / Mo / 0.01% New 137 $30K
Valley Wealth Managers, Inc. 0.00% Reduce -86.8% 137 $30K
Family Asset Management, LLC 0.02% No change 133 $29K
Global Wealth Strategies & Associates 0.01% No change 133 $29K
Kathleen S. Wright Associates Inc. 0.01% No change 131 $29K
Centerpoint Advisors, LLC 0.01% Reduce -13.8% 125 $28K
EnRich Financial Partners LLC 0.01% No change 119 $26K
Cardinal Strategic Wealth Guidance 0.01% No change 117 $26K
PSI Advisors, LLC 0.01% Add +116.7% 117 $26K
Granite FO LLC 0.01% New 117 $26K
Northwest Investment Counselors, LLC 0.01% New 117 $26K
Legacy Investment Solutions, LLC 0.02% — 107 $25K
Legacy Wealth Managment, LLC 0.02% — 107 $25K
PFS Partners, LLC 0.01% Add +40.0% 105 $23K
Colony Family Offices, LLC 0.01% New 104 $23K
Kennebec Savings Bank 0.02% — 100 $22K
Castleview Partners, LLC 0.01% No change 100 $22K
Highline Wealth Partners LLC 0.01% Reduce -42.5% 100 $22K
Ramirez Asset Management, Inc. 0.00% No change 100 $22K
NewSquare Capital LLC 0.00% No change 100 $22K
Ruedi Wealth Management, Inc. 0.01% No change 99 $22K
Tidemark, LLC 0.01% Reduce -1.0% 97 $22K
Abich Financial Wealth Management LLC 0.05% Add +25.3% 94 $21K
Amundi 0.00% No change 95 $21K
Perritt Capital Management Inc 0.01% No change 91 $20K
Covenant Partners, LLC 0.01% No change 89 $20K
Richardson Capital Management LLC 0.01% No change 88 $20K
SIMA Wealth Partners, LLC 0.02% Reduce -55.1% 87 $19K
Pin Oak Investment Advisors Inc. 0.02% No change 90 $19K
Peterson Financial Group, Inc. 0.07% New 80 $18K
Raleigh Capital Management Inc. 0.01% No change 80 $18K
TFC Financial Management, Inc. 0.00% No change 76 $17K
Evergreen Private Wealth LLC 0.01% No change 74 $16K
SRH Advisors, LLC 0.00% No change 70 $15K
Piscataqua Savings Bank 0.01% No change 70 $15K
Mb, Levis & Associates, LLC 0.01% No change 67 $15K
Tucker Asset Management LLC 0.00% Add +204.6% 67 $15K
Wallace Hart LLC 0.01% No change 66 $15K
Stuart Chaussee & Associates, Inc. 0.00% No change 60 $13K
Cornerstone National Bank & Trust Co 0.01% New 57 $13K
Cornerstone Planning Group LLC 0.00% Reduce -46.1% 55 $12K
Compass Wealth Management LLC 0.00% No change 52 $11K
Anfield Capital Management, LLC 0.00% No change 51 $11K
WFA of San Diego, LLC 0.01% No change 50 $11K
Bay Harbor Wealth Management, LLC 0.00% No change 50 $11K
Ulland Investment Advisors, LLC 0.01% No change 50 $11K
Family Manage LLC 0.00% No change 49 $11K
Blume Capital Management, Inc. 0.00% New 47 $10K
Your Advocates Ltd., LLP 0.00% No change 46 $10K
Arlington Trust Co LLC 0.00% No change 43 $9K
Signature Resources Capital Management, LLC 0.01% Reduce -43.1% 33 $7K
Mfa Wealth Advisors, LLC 0.00% No change 32 $7K
FWL Investment Management, LLC 0.00% No change 30 $7K
Chelsea Counsel Co. 0.00% No change 29 $6K
Financial Freedom, LLC 0.00% Add +3.6% 29 $6K
Pathway Financial Advisers, LLC 0.00% No change 26 $6K
Mendota Financial Group, LLC 0.00% New 25 $6K
Lowe Wealth Advisors, LLC 0.00% Reduce -44.4% 25 $6K
WR Wealth Planners, LLC 0.00% Add +4.5% 23 $5K
Legend Financial Advisors, Inc. 0.00% Reduce -89.6% 23 $5K
FPC Investment Advisory, Inc. 0.00% No change 19 $4K
Valued Wealth Advisors LLC 0.00% No change 18 $4K
Hobbs Group Advisors, LLC 0.00% No change 18 $4K
Eagle Bay Advisors LLC 0.00% Add +88.9% 17 $4K
ZynergyRetirementPlanningLLC 0.00% No change 14 $3K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -14.3% 12 $3K
Solstein Capital, LLC 0.00% No change 11 $2K
Global Trust Asset Management, LLC 0.00% Reduce -82.0% 11 $2K
Coston, McIsaac & Partners 0.00% No change 13 $2K
Transamerica Financial Advisors, LLC 0.00% Reduce -14.3% 6 $2K
Fairscale Capital, LLC 0.00% No change 7 $2K
Aspire Private Capital, LLC 0.00% No change 6 $1K
Truxt Investmentos Ltda. 0.00% New 1,334 $1K
Hillsdale Investment Management Inc. 0.00% No change 5 $1K
Covestor Ltd 0.00% No change 3 $1K
Washington Growth Strategies LLC 0.02% — 122 $558
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Add +100.0% 2 $442
Robbins Farley 0.00% New 1 $221
China Universal Asset Management Co., Ltd. 0.00% New 1 $221

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