iShares Russell 2000 ETFIWMETF

13F holders, Q4 2024 (December 31)
2,528holders +275
187new positions
105sold out
8famous investors
$220.93avg. 13F price*

At the end of Q4 2024, 2,528 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, up 275 from Q3 2024. 187 opened new positions and 105 sold out. The largest holders were Bank of America Corp. ($7.3B), Morgan Stanley ($4.3B) and Wells Fargo & Company ($4.2B). 8 famous investors held it, including George Soros (4.2% of Soros Fund Management's portfolio), Paul Tudor Jones (1.6% of Tudor Investment Corporation's portfolio) and Israel Englander (0.3% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions187$975.4M
Exits105$629.3M

All 13F filers, Q3 2024 → Q4 2024: 29,921,576 shares bought and 39,064,224 shares sold, net −9,142,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,528 holders

Bank of America Corp. 0.68% Reduce -17.5% 33,154,876 $7.3B
Morgan Stanley 0.30% Add +7.8% 19,540,458 $4.3B
Wells Fargo & Company 1.02% Add +5.9% 19,135,053 $4.2B
Goldman Sachs Group Inc. 0.71% Reduce -27.1% 16,639,748 $3.7B
BlackRock, Inc. 0.04% Add +9.2% 9,542,555 $2.1B
Jones Financial Companies LLLP 1.77% Add +4.4% 8,441,577 $1.9B
Rafferty Asset Management, LLC 6.20% Add +0.4% 7,929,117 $1.8B
Empower Advisory Group, LLC 5.86% Add +2.6% 7,878,078 $1.7B
Susquehanna International Group, LLP 2.50% Add +84.0% 7,572,862 $1.7B
LPL Financial LLC 0.63% Add +4.0% 7,014,687 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 3.01% Reduce -47.1% 6,322,000 $1.4B
BNP Paribas Financial Markets 1.08% Reduce -9.3% 6,241,052 $1.4B
UBS Group AG 0.24% Add +50.6% 4,934,525 $1.1B
Royal Bank of Canada 0.21% Reduce -22.0% 4,372,481 $966.1M
Northern Trust Corp. 0.13% Add +5.5% 4,022,610 $888.8M
US Bancorp \de 1.12% Reduce -0.4% 3,864,346 $853.9M
HRT Financial LP 4.36% Add +10.8% 3,818,865 $843.8M
JPMorgan Chase & Co. 0.07% Reduce -12.3% 3,781,446 $835.5M
Bank of Montreal 0.39% Add +42.1% 3,506,356 $774.8M
PNC Financial Services Group, Inc. 0.46% Reduce -0.1% 3,125,652 $690.6M
Cibc World Market Inc. 1.46% Add +18.1% 2,868,379 $633.8M
M&T Bank Corp 2.06% Reduce -8.6% 2,775,011 $613.2M
Barclays PLC 0.26% Add +167.0% 2,367,668 $523.2M
Raymond James Financial Inc. 0.17% — 2,114,691 $467.3M
Jefferies Financial Group Inc. 5.08% Add +218.8% 1,990,062 $439.7M
Bank of New York Mellon Corp 0.08% Reduce -1.2% 1,946,345 $430.1M
Ameriprise Financial Inc. 0.11% Add +12.3% 1,937,378 $428.0M
FMR LLC 0.03% Add +0.8% 1,893,984 $418.5M
Canada Pension Plan Investment Board 0.36% No change 1,723,000 $380.7M
Envestnet Asset Management Inc. 0.12% Reduce -7.5% 1,709,463 $377.7M
Millburn Ridgefield LLC 8.73% Add +5.5% 1,579,126 $348.9M
Catalyst Capital Advisors LLC 7.43% Add +5.5% 1,579,126 $348.9M
Jane Street Group, LLC 0.54% Add +523.3% 1,507,332 $333.1M
Truist Financial Corp. 0.50% Add +3.8% 1,454,819 $321.5M
Millennium Management 0.28% Add +99.1% 1,411,328 $311.8M
Alliancebernstein L.P. 0.08% Add +90.0% 1,079,970 $238.6M
Envestnet Portfolio Solutions, Inc. 0.73% Add +2.2% 1,008,549 $222.8M
Pathstone Holdings, LLC 0.89% Reduce -3.0% 907,548 $200.5M
Rockefeller Capital Management L.P. 0.52% Add +9.3% 902,588 $199.4M
AMG National Trust Bank 5.42% Reduce -2.6% 890,840 $196.6M
Avantax Advisory Services, Inc. 1.20% Add +2.4% 866,569 $191.5M
Citigroup Inc. 0.18% Reduce -32.9% 860,383 $190.1M
Durable Capital Partners LP 1.55% Reduce -27.2% 860,027 $190.0M
Brown Advisory Inc. 0.23% Add +9.3% 833,656 $184.2M
59 North Capital Management, LP 8.60% Add +84.4% 833,096 $184.1M
Keybank National Association 0.70% Reduce -0.6% 822,424 $181.7M
Commonwealth Equity Services, LLC 0.25% Add +11.2% 780,002 $172.3M
Soros Fund Management 4.20% New 751,800 $166.1M
Franklin Resources Inc. 0.05% Add +8.2% 751,319 $166.0M
Cetera Investment Advisers 0.34% Add +6.5% 738,671 $163.2M
Synovus Financial Corp. 2.06% Add +0.2% 732,734 $161.9M
HighTower Advisors, LLC 0.22% Add +12.7% 722,894 $159.7M
LBMC Investment Advisors, LLC 12.45% Add +0.8% 714,873 $158.0M
Mariner, LLC 0.26% Add +5.7% 708,805 $156.6M
Fifth Third Bancorp 0.56% Reduce -4.4% 702,984 $155.3M
Tudor Investment Corporation 1.61% Reduce -0.2% 685,294 $151.4M
Wellington Management Group LLP 0.03% Reduce -55.5% 676,530 $149.5M
Stifel Financial Corp. 0.15% Add +9.6% 657,998 $145.4M
Sand Hill Global Advisors, LLC 5.93% Reduce -0.2% 633,928 $140.1M
Tiaa Trust, National Association 0.42% Reduce -2.2% 629,431 $139.1M
Redwood Investment Management, LLC 13.44% Reduce -3.8% 623,612 $137.8M
Creative Planning 0.13% Add +5.8% 593,418 $131.1M
Factory Mutual Insurance Co. 1.41% Add +3.1% 589,455 $130.2M
Baird Financial Group, Inc. 0.25% Reduce -34.5% 582,800 $128.8M
CIBC Private Wealth Group LLC 0.23% Reduce -7.4% 575,086 $127.5M
Cerity Partners LLC 0.26% Add +3.5% 546,009 $120.6M
Bank of Nova Scotia 0.21% Add +2567.6% 539,463 $119.2M
Blair William & Co. 0.34% Add +7.2% 529,808 $117.1M
Broadwood Capital Inc. 8.98% No change 519,920 $114.9M
Commerce Bank 0.66% Reduce -0.8% 482,819 $106.7M
MAI Capital Management 0.75% Add +3.3% 456,761 $100.9M
SG Americas Securities, LLC 0.44% Add +59.5% 454,171 $100.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.88% Reduce -1.8% 452,963 $100.1M
CSM Advisors, LLC 4.66% Add +242.9% 450,600 $99.6M
Balyasny Asset Management L.P. 0.23% Reduce -22.1% 445,398 $98.4M
Northwestern Mutual Wealth Management Co. 0.08% Add +0.8% 443,822 $98.1M
Brookstone Capital Management 1.43% Add +3859.8% 443,492 $98.0M
Osaic Holdings, Inc. 0.22% Add +0.2% 434,935 $96.2M
Glenmede Trust Co. NA 0.48% Reduce -17.0% 422,042 $93.3M
State of New Jersey Common Pension Fund D 0.36% No change 402,418 $88.9M
Focus Partners Wealth 0.23% Add +6.5% 396,696 $87.7M
Cresset Asset Management, LLC 0.42% Reduce -19.4% 395,139 $87.3M
Citizens Financial Group Inc. 1.70% Add +6.4% 394,594 $87.2M
National Bank of Canada 0.11% Reduce -11.9% 378,264 $83.6M
Bank Julius Baer & Co. Ltd, Zurich 0.25% Add +9991.0% 338,554 $82.6M
IMC-Chicago, LLC 2.16% Reduce -21.4% 358,017 $79.1M
Parallax Volatility Advisers, L.P. 1.98% Add +15.2% 352,533 $77.9M
Halbert Hargrove Global Advisors, LLC 4.37% Add +1.8% 352,360 $77.9M
HSBC Holdings PLC 0.05% Reduce -42.4% 351,895 $77.8M
LMR Partners LLP 1.75% Add +338.9% 346,483 $76.6M
Cambridge Investment Research Advisors, Inc. 0.25% Add +29.7% 335,461 $74.1M
WASHINGTON TRUST Co 2.63% Reduce -1.7% 331,742 $73.3M
No Street GP LP 4.85% New 325,000 $71.8M
Parkside Investments, LLC 10.45% Add +0.8% 315,333 $69.7M
Arvest Bank Trust Division 4.15% Reduce -1.6% 311,480 $68.8M
Alaska Permanent Fund Corp 1.02% No change 309,518 $68.4M
Victory Capital Management Inc. 0.07% Add +312.4% 306,424 $67.7M
Moneta Group Investment Advisors LLC 0.95% Add +0.6% 306,230 $67.7M
Corient Private Wealth LP 0.11% Reduce -10.2% 336,347 $67.4M
Comerica Bank 0.27% Add +1.6% 302,250 $66.8M
Toronto Dominion Bank 0.12% Reduce -95.7% 289,645 $64.0M
Janney Montgomery Scott LLC 0.18% Add +10.0% 288,816 $63.8M
Gendell Jeffrey L 2.00% Add +476.8% 288,388 $63.7M
Stairway Partners, LLC 3.95% Add +0.4% 283,814 $62.7M
Main Street Research LLC 3.89% Add +2.8% 282,358 $62.4M
Regions Financial Corp. 0.46% Add +0.4% 282,167 $62.3M
GLOBALT Investments LLC / GA 2.37% Reduce -7.2% 280,681 $62.0M
National Philanthropic Trust 0.88% Add +15.8% 274,799 $60.7M
Deutsche Bank AG 0.02% Reduce -5.5% 271,160 $59.9M
Whittier Trust Co. 0.78% Add +1.7% 267,275 $59.1M
Angeles Investment Advisors, LLC 2.83% Add +43892.6% 266,155 $58.8M
Schroder Investment Management Group 0.06% Add +31541.1% 262,621 $58.0M
Mirae Asset Securities (usa) Inc. 2.64% New 255,885 $56.5M
Captrust Financial Advisors 0.16% Reduce -3.8% 254,711 $56.3M
NorthCoast Asset Management LLC 0.27% Add +0.6% 249,891 $55.2M
First Financial Bank - Trust Division 5.12% Add +0.9% 248,586 $54.9M
FineMark National Bank & Trust 1.83% Add +0.2% 238,110 $52.6M
Accredited Investors Inc. 3.07% Reduce -0.7% 237,040 $52.4M
First Western Trust Bank 2.41% Reduce -3.3% 236,491 $52.3M
River Wealth Advisors LLC 6.88% Add +4.9% 234,994 $51.9M
Caisse de depot et placement du Quebec 0.11% New 233,267 $51.5M
Red Cedar Investment Management, LLC 6.41% Add +32.1% 230,795 $51.0M
Hudson Bay Capital Management LP 0.37% Add +72.1% 230,000 $50.8M
NSI Retail Advisors, LLC 7.91% Add +71.5% 225,300 $49.8M
Johnson Investment Counsel Inc. 0.47% Add +5.6% 219,224 $48.4M
Geller Advisors LLC 3.15% Add +0.5% 216,800 $47.9M
Peapack Gladstone Financial Corp. 0.69% Reduce -2.3% 214,153 $47.3M
German American Bancorp, Inc. 4.86% Add +1.5% 210,045 $46.4M
MetLife Investment Management, LLC 0.25% Add +27.6% 207,010 $45.7M
Johns Hopkins University 1.72% Reduce -24.7% 206,829 $45.7M
Temasek Holdings (Private) Ltd 0.18% No change 206,500 $45.6M
Savant Capital, LLC 0.36% Reduce -1.6% 205,284 $45.4M
Apollo Management Holdings, L.P. 0.96% New 203,557 $45.0M
Kestra Advisory Services, LLC 0.25% Reduce -10.8% 202,943 $44.8M
Sanctuary Advisors, LLC 0.28% Add +3.7% 194,415 $44.4M
TCTC Holdings, LLC 1.55% Add +0.5% 195,330 $43.2M
Dakota Wealth Management 0.99% Add +3.9% 194,556 $43.0M
Mercer Global Advisors Inc. 0.10% Reduce -8.3% 192,859 $42.6M
DE Burlo Group Inc. 5.62% No change 190,600 $42.1M
Anderson Hoagland & Co. 4.30% Reduce -8.4% 185,318 $41.8M
Wealth Enhancement Advisory Services, LLC 0.08% Add +22.5% 183,884 $40.6M
Private Advisor Group, LLC 0.23% Add +0.4% 183,567 $40.6M
Modera Wealth Management, LLC 0.49% Reduce -0.7% 183,372 $40.5M
Life Line Wealth Management LLC 14.14% Add +1.9% 179,408 $39.6M
Atom Investors LP 4.89% Add +3804.6% 177,971 $39.3M
Stock Yards Bank & Trust Co. 1.34% Reduce -3.9% 177,293 $39.2M
Pittenger & Anderson Inc. 1.42% Reduce -1.2% 176,914 $39.1M
Capstone Investment Advisors, LLC 0.49% Reduce -4.7% 174,645 $38.6M
Steward Partners Investment Advisory, LLC 0.34% Add +27.7% 172,950 $38.2M
A&I Financial Services, LLC 37.22% — 172,779 $38.2M
MML Investors Services, LLC 0.13% Reduce -18.2% 172,130 $38.0M
Rokos Capital Management LLP 0.85% New 171,280 $37.9M
Proficio Capital Partners LLC 3.06% New 170,490 $37.7M
Stephens Inc. 0.52% Add +88.8% 168,061 $37.1M
UMB Bank, n.a. 0.58% Reduce -2.5% 167,197 $36.9M
Waverly Advisors, LLC 0.57% Add +37.7% 166,428 $36.8M
Wolverine Trading, LLC 0.82% Reduce -42.2% 165,024 $36.4M
Parkside Advisors LLC 8.50% Add +1.6% 163,292 $36.1M
Lido Advisors, LLC 0.23% Add +70.3% 161,951 $35.8M
Squarepoint Ops LLC 0.09% New 160,061 $35.4M
Credit Agricole S A 0.12% Add +32.1% 159,582 $35.3M
Verition Fund Management LLC 0.18% Reduce -17.1% 158,804 $35.1M
IHT Wealth Management, LLC 1.12% Reduce -46.0% 157,769 $34.9M
Stratos Wealth Partners, LTD. 0.46% Add +1.2% 145,167 $32.1M
Reinhart Partners, Llc. 1.23% New 144,731 $32.0M
Walleye Capital LLC 0.34% Add +2476.5% 144,027 $31.8M
Neuberger Berman Group LLC 0.03% Add +6.7% 142,195 $31.4M
D.A. Davidson & Co. 0.26% Add +2.1% 141,832 $31.3M
Hengehold Capital Management LLC 2.94% Add +2.6% 141,528 $31.3M
Greenwood Gearhart LLC 2.13% Add +8.6% 139,672 $30.9M
Calamos Advisors LLC 0.21% New 139,315 $30.8M
Blueshift Asset Management, LLC 11.21% Reduce -32.7% 138,906 $30.7M
Turim 21 Investimentos Ltda. 7.92% Reduce -2.3% 134,306 $30.4M
Kayne Anderson Rudnick Investment Management LLC 0.07% Add +237.3% 136,260 $30.1M
Whittier Trust Co. of Nevada Inc. 0.73% Add +0.0% 135,198 $29.9M
TRUE Private Wealth Advisors 3.62% Reduce -0.8% 134,978 $29.8M
Metropolitan Life Insurance Co 11.75% No change 134,089 $29.6M
First Horizon Advisors, Inc. 0.82% Add +1.6% 132,701 $29.3M
Amarillo National Bank 5.33% Reduce -0.0% 131,378 $29.0M
Cwm, LLC 0.12% Reduce -36.2% 129,519 $28.6M
Great Waters Wealth Management 3.61% Reduce -14.6% 127,462 $28.2M
Titleist Asset Management, LLC 3.24% Add +20.1% 127,153 $28.1M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 27.31% — 125,682 $27.8M
Itau Unibanco Holding S.A. 0.86% New 124,950 $27.6M
Consolidated Investment Group LLC 3.87% Add +20.3% 125,011 $27.6M
Paulson Wealth Management Inc. 7.52% Add +12.1% 124,747 $27.6M
GW&K Investment Management, LLC 0.23% Add +140.2% 123,190 $27.2M
Wilmington Savings Fund Society, FSB 0.49% Add +12.8% 122,191 $27.0M
HBK Investments L P 0.63% New 122,167 $27.0M
Wealthspire Advisors, LLC 0.27% Add +4.6% 121,787 $26.9M
Crestline Management, L.P. 0.92% New 119,000 $26.3M
Busey Bank 0.86% Reduce -2.8% 118,977 $26.3M
NewEdge Advisors, LLC 0.16% Reduce -38.7% 117,436 $25.9M
Twin Tree Management, LP 0.62% Reduce -44.4% 116,721 $25.8M
Edge Wealth Management LLC 5.22% Reduce -1.2% 116,709 $25.8M
Choreo, LLC 0.37% Reduce -7.9% 116,043 $25.6M
Marshall & Sullivan Inc. 12.51% Add +1.7% 115,865 $25.6M
Quadrature Capital Ltd 0.51% Reduce -70.9% 115,140 $25.4M
First Foundation Advisors 0.96% Add +8.8% 115,011 $25.4M
Tarbox Family Office, Inc. 4.12% Add +0.1% 113,170 $25.0M
Oppenheimer Asset Management Inc. 0.30% Add +17.6% 112,540 $24.9M
Litman Gregory Wealth Management LLC 2.13% Reduce -7.8% 111,247 $24.6M
Tower Research Capital LLC (TRC) 0.49% Reduce -69.7% 110,992 $24.5M
Country Trust Bank 0.61% Add +0.9% 110,143 $24.3M
Waters Parkerson & Co., LLC 1.28% Add +1.7% 109,946 $24.3M
Equitable Holdings, Inc. 0.23% Reduce -15.2% 108,367 $23.9M
NTV Asset Management LLC 3.15% Add +1.7% 108,017 $23.9M
Janney Capital Management LLC 1.57% Reduce -3.1% 107,161 $23.7M
Oldfather Financial Services, LLC 9.02% Reduce -0.4% 107,102 $23.7M
1ST Source Bank 1.35% Add +1.0% 106,829 $23.6M
AQR Capital Management 0.03% Add +1070.7% 106,641 $23.6M
Scotia Capital Inc. 0.12% Add +101.1% 106,190 $23.5M
Swan Global Investments, LLC 1.12% Reduce -20.4% 105,049 $23.2M
Larson Financial Group LLC 1.19% Add +47.0% 104,156 $23.0M
D. E. Shaw & Co. 0.03% Reduce -62.2% 102,365 $22.6M
All Terrain Financial Advisors, LLC 8.61% Add +21.5% 100,037 $22.1M
Clearstead Advisors, LLC 0.33% Reduce -8.3% 99,253 $21.9M
Atria Wealth Solutions, Inc. 0.24% Reduce -3.1% 99,185 $21.9M
Analyst IMS Investment Management Services Ltd. 0.79% Reduce -1.0% 97,879 $21.6M
Nantahala Capital Management, LLC 1.51% Add +4088.6% 97,637 $21.6M
Natixis Advisors, LLC 0.04% Add +14.1% 97,272 $21.5M
Royal Fund Management, LLC 2.33% Reduce -65.3% 96,954 $21.4M
BIP Wealth, LLC 1.43% Add +0.5% 96,663 $21.4M
LJI Wealth Management, LLC 4.18% Reduce -5.7% 96,064 $21.2M
Kaydan Wealth Management, Inc. 7.02% Add +756.2% 95,633 $21.1M
Pinnacle Financial Partners Inc 0.42% Reduce -0.9% 94,936 $21.0M
First Commonwealth Financial Corp 4.91% Add +3.6% 94,235 $20.8M
&partners 0.25% Add +87.8% 91,234 $20.5M
Alphadyne Asset Management LP 8.45% Add +13.7% 92,225 $20.4M
Valeo Financial Advisors, LLC 0.57% Add +1.6% 91,993 $20.3M
DRW Securities, LLC 1.37% Reduce -26.3% 91,875 $20.3M
Mesirow Financial Investment Management, Inc. 0.40% Reduce -1.1% 90,767 $20.1M
Moore Capital Management, LP 0.40% Add +1474.0% 90,267 $19.9M
Rovida Investment Management Ltd 6.22% — 90,000 $19.9M
Berkshire Money Management, Inc. 2.14% Add +201.9% 89,036 $19.7M
Connors Investor Services Inc. 1.84% Reduce -3.7% 88,827 $19.6M
Finley Financial, LLC 10.20% — 87,450 $19.6M
Summit Financial, LLC 0.68% Add +5.6% 88,243 $19.5M
Brighton Jones LLC 0.56% Add +2.6% 87,732 $19.4M
Earnest Partners LLC 0.09% Add +687.8% 87,167 $19.3M
Thrivent Financial for Lutherans 0.04% Add +1.0% 81,422 $19.2M
Glenview Trust Co 0.35% Reduce -0.5% 84,541 $18.7M
IronBridge Private Wealth, LLC 6.85% Add +1.8% 84,502 $18.7M
Federation des caisses Desjardins du Quebec 0.09% Reduce -57.7% 82,593 $18.2M
Hillcrest Wealth Advisors - NY, LLC 8.61% Add +2.0% 81,997 $18.1M
Stratos Wealth Advisors, LLC 0.85% Reduce -0.8% 80,491 $17.8M
Crewe Advisors LLC 2.44% Reduce -1.2% 79,970 $17.7M
Beacon Pointe Advisors, LLC 0.19% Add +3.7% 77,579 $17.1M
First Hawaiian Bank 0.56% Add +0.3% 77,359 $17.1M
Great Lakes Advisors, LLC 0.15% Add +5.9% 77,297 $17.1M
Fuller & Thaler Asset Management, Inc. 0.06% Add +655.5% 77,124 $17.0M
Pinnacle Associates Ltd. 0.23% Add +11.8% 76,117 $16.8M
Clear Creek Financial Management, LLC 1.81% Add +163.3% 75,893 $16.8M
Symphony Financial, Ltd. Co. 2.63% Add +5.4% 73,353 $16.8M
Banque Pictet & Cie SA 0.16% Add +30.1% 75,373 $16.7M
Portland Global Advisors LLC 2.11% Add +0.5% 75,311 $16.6M
Ameritas Investment Partners, Inc. 0.54% Reduce -2.6% 75,168 $16.6M
Mackenzie Financial Corp. 0.02% Reduce -26.0% 75,120 $16.6M
Integrated Wealth Concepts LLC 0.19% Add +7.2% 75,003 $16.6M
Alight Capital Management LP 5.59% New 75,000 $16.6M
Baron Financial Group, LLC 10.22% Reduce -1.4% 74,620 $16.5M
Farmers & Merchants Investments Inc. 0.51% Reduce -0.5% 73,746 $16.3M
Kanawha Capital Management LLC 1.28% Reduce -1.1% 73,709 $16.3M
SVB Wealth LLC 0.30% New 73,301 $16.2M
Platt Investment Counsel, LLC 15.45% Reduce -17.1% 73,252 $16.2M
SimpliFi, Inc. 7.36% Reduce -0.5% 72,877 $16.1M
Jasper Ridge Partners, L.P. 0.51% Reduce -29.2% 72,711 $16.1M
Brewster Financial Planning LLC 12.12% Add +2.1% 72,427 $16.0M
Guardian Wealth Advisors, LLC 10.22% Reduce -1.1% 72,140 $15.9M
Natixis 0.11% New 71,118 $15.7M
Old Mission Capital LLC 0.36% Reduce -60.1% 69,688 $15.4M
Wesbanco Bank Inc. 0.52% Reduce -5.0% 69,287 $15.3M
RTD Financial Advisors, Inc. 1.96% Reduce -1.0% 69,238 $15.3M
Eisler Capital Management Ltd. 0.51% — 68,900 $15.2M
BTC Capital Management, Inc. 1.41% Reduce -2.2% 68,809 $15.2M
Old National Bancorp 0.36% Reduce -4.3% 68,705 $15.2M
Kettle Hill Capital Management, LLC 3.30% Add +491.0% 68,669 $15.2M
Perbak Capital Partners LLP 8.09% Add +350.1% 68,558 $15.1M
Patton Fund Management, Inc. 2.96% Reduce -3.1% 68,451 $15.1M
Spahn Wealth & Retirement LLC 9.91% — 68,358 $15.1M
Gilbert & Cook, Inc. 2.12% Reduce -50.3% 68,116 $15.1M
Diversified Trust Co. 0.36% Reduce -0.4% 67,699 $15.0M
J.W. Cole Advisors, Inc. 0.60% Reduce -0.5% 67,506 $14.9M
Foster Group, Inc. 0.57% Reduce -35.1% 67,473 $14.9M
LCM Capital Management Inc 8.38% Reduce -0.7% 67,273 $14.9M
MSA Advisors, LLC 3.70% No change 67,000 $14.8M
State of Wisconsin Investment Board 0.04% Add +118.3% 66,443 $14.7M
OMERS ADMINISTRATION Corp 0.13% New 66,300 $14.7M
Perigon Wealth Management, LLC 0.36% New 64,995 $14.6M
Bailard, Inc. 0.37% Add +69.3% 65,714 $14.5M
Salomon & Ludwin, LLC 1.53% Reduce -5.4% 65,443 $14.5M
Conning Inc. 0.53% No change 64,939 $14.3M
Dimension Capital Management LLC 2.34% Add +2.8% 64,801 $14.3M
Dynamic Advisor Solutions LLC 0.62% Reduce -11.7% 64,406 $14.2M
SteelPeak Wealth, LLC 0.59% Add +10.7% 64,385 $14.2M
Bessemer Group Inc. 0.02% Reduce -42.1% 64,366 $14.2M
Jacobi Capital Management LLC 1.06% Reduce -0.1% 64,368 $14.2M
Smith, Moore & Co. 1.30% Add +1.7% 64,284 $14.2M
Advisory Services Network, LLC 0.26% Add +76.6% 64,067 $14.2M
New Perspectives, Inc 7.57% Add +2.6% 63,913 $14.1M
Flputnam Investment Management Co. 0.26% Reduce -5.7% 63,668 $14.1M
IFP Advisors, Inc 0.45% Add +9.3% 62,640 $13.8M
Little House Capital LLC 3.94% Reduce -1.1% 62,379 $13.8M
Coastline Trust Co 1.60% Add +15.9% 61,857 $13.7M
Global Retirement Partners, LLC 0.39% Add +45.0% 61,827 $13.7M
Sigma Investment Counselors Inc. 0.80% Reduce -1.0% 61,779 $13.7M
Westshore Wealth, LLC 5.49% Add +0.5% 61,119 $13.5M
TD Private Client Wealth LLC 0.38% Add +2.5% 60,850 $13.4M
Meridian Wealth Management, LLC 0.64% Reduce -5.0% 60,751 $13.4M
Foundations Investment Advisors, LLC 0.26% Add +169.6% 60,660 $13.4M
Kestra Private Wealth Services, LLC 0.23% Add +5.2% 60,257 $13.3M
Sierra Summit Advisors LLC 2.66% Reduce -30.2% 59,969 $13.3M
Simmons Bank 0.96% Add +0.2% 59,557 $13.2M
KADENSA CAPITAL Ltd 1.59% New 59,377 $13.1M
Legacy Wealth Management, LLC 0.84% Reduce -0.3% 59,095 $13.1M
United Capital Financial Advisors, LLC 0.11% Reduce -5.5% 58,936 $13.0M
HighMark Wealth Management LLC 7.40% Reduce -1.3% 58,252 $12.9M
CHURCHILL MANAGEMENT Corp 0.14% Reduce -4.8% 57,871 $12.8M
Ieq Capital, LLC 0.12% Add +6.6% 57,835 $12.8M
Heck Capital Advisors, LLC 1.47% Add +899.3% 57,818 $12.8M
Concurrent Investment Advisors, LLC 0.35% Add +5.6% 57,763 $12.8M
Canada Post Corp Registered Pension Plan 0.75% — 57,711 $12.8M
Greenfield FTC, Inc. 2.46% No change 57,262 $12.7M
Bokf, NA 0.21% Add +1.0% 58,085 $12.6M
Financial Advocates Investment Management 0.71% Reduce -59.0% 57,341 $12.5M
Westwood Holdings Group Inc. 0.10% Reduce -3.3% 56,340 $12.4M
Pinnacle Wealth Management Advisory Group, LLC 1.16% Add +0.6% 56,314 $12.4M
Sequoia Financial Advisors, LLC 0.12% Reduce -5.3% 55,686 $12.3M
Humankind Investments LLC 3.11% New 55,660 $12.3M
BFI Infinity Ltd. 13.25% — 55,195 $12.2M
MYDA Advisors LLC 3.47% Add +292.9% 55,000 $12.2M
Davidson Kempner Capital Management LP 0.32% New 55,000 $12.2M
Bremer Bank National Association 2.40% Add +1.7% 54,998 $12.2M
Pinnacle Wealth Management, LLC 13.50% Reduce -1.7% 54,901 $12.1M
Callan Family Office, LLC 0.77% Add +7.7% 54,520 $12.0M
Schonfeld Strategic Advisors LLC 0.07% Add +129.8% 53,630 $11.9M
Moment Partners, LLC 2.25% — 53,430 $11.8M
Sageworth Trust Co 0.73% Reduce -15.7% 53,094 $11.7M
Lodestar Private Asset Management LLC 1.47% Add +1.2% 53,060 $11.7M
Integrated Advisors Network LLC 0.56% Add +3.7% 53,052 $11.7M
Argent Advisors, Inc. 4.31% Add +2.0% 52,599 $11.6M
Atria Investments, Inc 0.14% Add +178.9% 51,602 $11.4M
Fidelis Capital Partners, LLC 1.14% Add +22.6% 50,821 $11.4M
Riverbridge Partners LLC 0.16% Add +718.9% 51,441 $11.4M
SilverOak Wealth Management LLC 2.42% Reduce -1.8% 50,969 $11.3M
Yost Capital Management, LP 12.47% Reduce -42.0% 50,800 $11.2M
Riggs Asset Managment Co. Inc. 2.99% Add +517.6% 50,764 $11.2M
Latigo Investments, LLC 5.68% No change 50,522 $11.2M
McLean Asset Management Corp 3.35% Reduce -0.4% 50,477 $11.2M
Level Four Advisory Services, LLC 0.45% Add +317.6% 50,323 $11.1M
Arbor Investment Advisors, LLC 1.56% Reduce -1.3% 50,206 $11.1M
Courier Capital LLC 0.76% Reduce -13.5% 50,084 $11.1M
Annis Gardner Whiting Capital Advisors, LLC 3.09% Reduce -0.5% 49,967 $11.0M
MCF Advisors LLC 0.77% Reduce -0.4% 49,802 $11.0M
Norris Financial Group, LLC 5.16% Add +14.5% 49,723 $11.0M
Kiker Wealth Management, LLC 8.79% — 49,131 $10.9M
Allworth Financial LP 0.06% Add +28.2% 47,322 $10.8M
Allspring Global Investments Holdings, LLC 0.02% Add +282.8% 48,771 $10.8M
Boston Trust Walden Corp 0.08% Add +666.2% 48,440 $10.7M
Voya Investment Management LLC 0.01% Add +33.3% 48,425 $10.7M
Smithfield Trust Co 0.53% Reduce -0.1% 47,986 $10.6M
William Howard & Co Financial Advisors Inc 9.59% Add +0.6% 47,948 $10.6M
Axxcess Wealth Management, LLC 0.26% Add +36.9% 47,942 $10.6M
Idaho Trust Co 5.31% Reduce -5.4% 47,671 $10.5M
Fulton Breakefield Broenniman LLC 0.75% Reduce -1.6% 47,634 $10.5M
Holocene Advisors, LP 0.03% New 47,500 $10.5M
Nicholas Investment Partners, LP 1.02% Add +156.6% 47,331 $10.5M
Robertson Stephens Wealth Management, LLC 0.37% Add +220.1% 47,074 $10.4M
Compound Planning, Inc. 0.53% Add +1.1% 47,044 $10.4M
Aspiriant, LLC 0.37% Add +0.1% 46,842 $10.4M
Goldstone Financial Group, LLC 1.62% Add +20.4% 46,683 $10.3M
Blue Bell Private Wealth Management, LLC 1.93% Add +8.4% 45,843 $10.1M
Prospera Financial Services Inc 0.24% Add +16.4% 45,781 $10.1M
Sowell Financial Services LLC 0.53% Add +17.4% 45,559 $10.1M
Raelipskie Partnership 5.00% Add +0.8% 45,514 $10.1M
Vanguard Group Inc. 0.00% Add +5.6% 45,471 $10.0M
Sierra Capital LLC 1.19% Reduce -22.9% 45,291 $10.0M
TAP Consulting, LLC 2.03% Reduce -0.1% 45,013 $9.9M
Nepc LLC 0.27% No change 44,764 $9.9M
Daymark Wealth Partners, LLC 0.42% Reduce -1.0% 44,507 $9.8M
Kopp Family Office, LLC 6.19% No change 33,955 $9.8M
London Co. of Virginia 0.05% Reduce -4.0% 44,132 $9.8M
EP Wealth Advisors, LLC 0.08% Reduce -5.8% 44,028 $9.7M
Fund Evaluation Group, LLC 0.45% Reduce 0.0% 43,869 $9.7M
Arkadios Wealth Advisors 0.53% Add +5.2% 43,783 $9.7M
Arcadia Investment Advisors LLC 5.27% Reduce -1.3% 43,746 $9.7M
Capitol Family Office, Inc. 12.82% Reduce -3.5% 43,459 $9.6M
Vontobel Holding Ltd. 0.03% Add +12.4% 43,377 $9.6M
Banco Santander, S.A. 0.12% Reduce -56.2% 43,280 $9.6M
DT Investment Partners, LLC 0.81% Reduce -3.9% 43,240 $9.6M
Ausdal Financial Partners, Inc. 0.82% Add +5.5% 43,222 $9.6M
Verdence Capital Advisors LLC 0.76% Add +13.8% 42,964 $9.5M
Miller Financial Services LLC 8.01% — 42,900 $9.5M
Evolution Wealth Advisors, LLC 1.58% Add +39.7% 42,785 $9.5M
Hancock Whitney Corp. 0.30% Add +9.8% 42,683 $9.4M
TTP Investments, Inc. 3.28% Reduce -57.0% 42,503 $9.4M
Helios Capital Management Pte. Ltd. 5.46% No change 42,300 $9.3M
Parisi Gray Wealth Management 2.96% Add +0.1% 42,194 $9.3M
Rhumbline Advisers 0.01% Add +11.1% 42,182 $9.3M
Meridian Wealth Partners, LLC 1.41% Reduce -0.7% 41,996 $9.3M
Howard Capital Management, LLC 0.14% Add +0.5% 41,542 $9.2M
Montag A & Associates Inc. 0.43% Reduce -3.9% 41,034 $9.1M
Hilltop Holdings Inc. 0.57% Add +0.9% 40,932 $9.0M
Ashton Thomas Private Wealth, LLC 0.35% Add +6.0% 40,868 $9.0M
Central Bank & Trust Co. 1.36% Add +3.2% 40,779 $9.0M
Fluent Financial, LLC 3.96% Reduce -8.7% 40,486 $8.9M
HB Wealth Management, LLC 0.09% Add +2.9% 40,411 $8.9M
Harvest Investment Advisors, LLC 6.16% Add +1.5% 40,317 $8.9M
Systematic Alpha Investments, LLC 0.33% New 40,006 $8.8M
J. Goldman & Co LP 0.31% Reduce -5.0% 40,000 $8.8M
JCIC Asset Management Inc. 3.57% Add +1.4% 39,862 $8.8M
Rothschild Capital Partners, LLC 2.13% Reduce -0.1% 39,830 $8.8M
Moller Wealth Partners 2.31% Reduce -2.9% 39,698 $8.8M
Carrera Capital Advisors 2.05% Add +5.8% 39,621 $8.8M
Ironwood Investment Management LLC 4.35% Add +7.8% 39,506 $8.7M
Bray Capital Advisors 2.36% Reduce -2.5% 39,449 $8.7M
Independent Advisor Alliance 0.12% New 39,448 $8.7M
Culbertson A N & Co. Inc. 1.38% Reduce -0.1% 39,344 $8.7M
RMR Wealth Builders 0.90% Add +0.3% 39,260 $8.7M
XML Financial, LLC 0.79% Add +1.6% 39,140 $8.6M
Ramsay, Stattman, Vela & Price, Inc. 1.61% Reduce -2.0% 39,120 $8.6M
Diversified Portfolios, Inc. 0.94% Reduce -0.1% 38,853 $8.6M
Alpine Global Management, LLC 2.89% Add +544.1% 38,648 $8.5M
Partners Capital Investment Group, LLP 0.23% Add +6.2% 38,608 $8.5M
Lindbrook Capital, LLC 0.77% Reduce -2.1% 38,512 $8.5M
O'shaughnessy Asset Management, LLC 0.07% Add +1.8% 38,434 $8.5M
Independent Family Office, LLC 4.41% Reduce -2.3% 38,411 $8.5M
First National Trust Co 0.32% Add +24.5% 38,367 $8.5M
Evercore Wealth Management, LLC 0.13% Add +0.0% 38,332 $8.5M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 1.39% New 38,200 $8.4M
Marquette Associates, Inc. 6.93% Add +0.9% 37,835 $8.4M
St. Louis Trust Co 1.19% Reduce -0.1% 37,814 $8.4M
Aspen Investment Management Inc 3.87% Add +7.2% 37,746 $8.3M
Strategic Wealth Partners, Ltd. 0.69% Reduce -41.0% 36,678 $8.3M
Gladstone Institutional Advisory LLC 0.38% Add +22.4% 37,318 $8.2M
Audent Global Asset Management, LLC 5.34% Add +162.5% 37,147 $8.2M
Oppenheimer & Co. Inc. 0.12% Reduce -9.3% 37,135 $8.2M
Carret Asset Management, LLC 0.90% Add +2.6% 37,092 $8.2M
Badgley Phelps Wealth Managers, LLC 0.19% Add +11.7% 36,941 $8.2M
Pine Valley Investments Ltd Liability Co 0.53% Reduce -2.9% 36,842 $8.1M
Fifth Third Securities, Inc. 0.69% Add +4.5% 36,763 $8.1M
Bradley Foster & Sargent Inc. 0.14% Add +12.0% 36,719 $8.1M
Belpointe Asset Management LLC 0.49% Add +25.9% 36,811 $8.1M
Parkside Financial Bank & Trust 1.06% Reduce -1.9% 36,252 $8.0M
Gray Private Wealth, LLC 4.77% Add +0.6% 36,246 $8.0M
Atticus Wealth Management, LLC 2.49% Add +1.8% 36,236 $8.0M
Granite Investment Partners, LLC 0.35% Add +5148.4% 36,214 $8.0M
Boston Financial Mangement LLC 0.24% Add +39.1% 35,891 $7.9M
Lake Street Advisors Group, LLC 0.36% Add +16.1% 35,480 $7.8M
NBT Bank, N.A. 0.54% Add +0.5% 35,409 $7.8M
Avidian Wealth Enterprises, LLC 0.35% Reduce -2.6% 35,100 $7.8M
Hansen & Associates Financial Group, Inc. 3.95% New 34,860 $7.8M
James Investment Research, Inc. 0.92% Add +1.1% 35,076 $7.8M
Fiduciary Trust Co 0.10% Reduce -1.2% 34,776 $7.7M
Circle Wealth Management, LLC 0.16% Add +7.6% 34,510 $7.6M
IFG Advisory, LLC 0.43% Add +20.6% 34,169 $7.5M
Palisade Asset Management, LLC 0.76% Reduce -0.3% 34,089 $7.5M
First Citizens Bank & Trust Co. 0.14% Reduce -4.9% 34,042 $7.5M
Financial Counselors Inc. 0.11% Reduce -0.1% 34,023 $7.5M
Garda Capital Partners LP 6.02% Add +79.7% 33,844 $7.5M
Cornerstone Advisory, LLC 0.85% Add +3.4% 33,055 $7.5M
DHJJ Financial Advisors, Ltd. 2.91% Reduce -0.3% 33,804 $7.5M
Independent Financial Group, LLC 0.25% Reduce -22.2% 33,626 $7.4M
Becker Capital Management Inc. 0.24% Reduce -0.1% 33,582 $7.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% New 33,500 $7.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.14% Reduce -15.9% 33,493 $7.4M
JMG Financial Group, Ltd. 0.25% Reduce -0.0% 33,490 $7.4M
Ballentine Partners, LLC 0.13% Reduce -0.1% 33,476 $7.4M
C M Bidwell & Associates Ltd. 4.49% Add +0.5% 33,456 $7.4M
Evergreen Capital Management LLC 0.24% Add +6.0% 33,206 $7.3M
Corepath Wealth Partners LLC 6.99% Add +1.3% 32,654 $7.2M
Chicago Partners Investment Group LLC 0.24% Reduce -0.2% 32,346 $7.2M
Dumont & Blake Investment Advisors LLC 1.91% Reduce -0.9% 32,271 $7.1M
Brevan Howard Capital Management LP 0.18% Reduce -25.5% 32,247 $7.1M
McKinley Carter Wealth Services, Inc. 0.44% Reduce -0.7% 32,247 $7.1M
Klingman & Associates, LLC 0.45% Reduce -3.0% 32,130 $7.1M
PFW Advisors LLC 2.16% — 31,720 $7.0M
Bleakley Financial Group, LLC 0.21% Reduce -0.1% 31,641 $7.0M
Prime Capital Investment Advisors, LLC 0.10% Add +13.8% 31,581 $7.0M
North Star Investment Management Corp. 0.49% Reduce -0.7% 31,562 $7.0M
Summit Wealth Partners, LLC 1.43% Reduce -4.8% 31,561 $7.0M
Cercano Management LLC 0.18% No change 31,284 $6.9M
Newport Capital Group, LLC 5.09% Add +2.0% 31,254 $6.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -10.6% 31,255 $6.9M
Dorsey & Whitney Trust CO LLC 0.38% Add +58.8% 30,992 $6.8M
Caerus Investment Advisors, LLC 6.41% Reduce -0.1% 30,852 $6.8M
LPWM LLC 2.18% Add +1.1% 30,679 $6.8M
Burling Wealth Partners, LLC 1.38% — 30,534 $6.7M
Legacy Trust 1.56% Add +1.0% 30,400 $6.7M
Mill Creek Capital Advisors, LLC 0.16% Add +0.7% 30,240 $6.7M
Advisors Management Group Inc. 1.58% Add +2.1% 30,236 $6.7M
Welch & Forbes LLC 0.09% Reduce -3.7% 30,161 $6.7M
Greenleaf Trust 0.06% Reduce -4.1% 29,978 $6.6M
Coldstream Capital Management Inc. 0.14% Reduce -13.4% 29,958 $6.6M
Connecticut Wealth Management, LLC 0.32% Reduce -13.9% 29,810 $6.6M
California First Leasing Corp. 2.71% Add +17.4% 29,705 $6.6M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 29,681 $6.6M
Geneos Wealth Management Inc. 0.23% Add +0.8% 29,652 $6.6M
Proffitt & Goodson Inc. 1.08% Reduce -1.7% 29,349 $6.5M
Independence Bank of Kentucky 1.00% Add +6.9% 29,313 $6.5M
Cape Cod Five Cents Savings Bank 0.58% No change 29,296 $6.5M
Venture Visionary Partners LLC 0.27% Add +2.2% 29,280 $6.5M
Rossmore Private Capital 0.80% Add +1.8% 29,090 $6.4M
Aristotle Capital Boston, LLC 0.24% Reduce -31.6% 28,925 $6.4M
Fort Point Capital Partners LLC 0.71% Add +1.8% 28,666 $6.3M
Commonwealth Financial Services, LLC 1.24% Reduce -8.2% 28,620 $6.3M
Palisade Capital Management, LP 0.19% New 28,528 $6.3M
New England Private Wealth Advisors LLC 0.99% Add +0.3% 28,393 $6.3M
Marex Group Ltd 0.11% Reduce -69.9% 28,348 $6.3M
Estate Counselors, LLC 0.67% Add +298.0% 28,315 $6.3M
Argent Trust Co 0.26% Add +0.8% 28,308 $6.3M
American Century Companies Inc. 0.00% Add +8.0% 28,300 $6.3M
Curi Capital, LLC 0.14% Add +6.7% 28,202 $6.2M
JFS Wealth Advisors, LLC 0.43% Add +4.3% 28,152 $6.2M
Single Point Partners, LLC 1.43% New 28,037 $6.2M
Capstone Financial Advisors, Inc. 0.38% Add +1.4% 27,939 $6.2M
Spire Wealth Management 0.19% Add +1.0% 27,590 $6.1M
AlTi Global, Inc. 0.15% Add +0.3% 27,554 $6.1M
Kingsview Wealth Management, LLC 0.12% Reduce -1.0% 27,562 $6.1M
Western Wealth Management, LLC 0.32% Add +63.2% 27,373 $6.0M
Brown Brothers Harriman & Co. 0.04% Add +1.7% 27,295 $6.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.63% Reduce -0.6% 27,289 $6.0M
Cobblestone Capital Advisors LLC 0.33% Reduce -0.2% 27,288 $6.0M
Fearless Solutions, LLC dba Best Invest 4.60% — 27,288 $6.0M
Bartlett & Co. Wealth Management LLC 0.09% Reduce -2.8% 27,280 $6.0M
Modern Wealth Management, LLC 0.22% Add +587.8% 27,134 $6.0M
Central Asset Investments & Management Holdings (HK) Ltd 3.89% Reduce -6.9% 27,100 $6.0M
PKO Investment Management Joint-Stock Co 0.74% New 27,000 $6.0M
Empowered Funds, LLC 0.09% New 26,956 $6.0M
Arete Wealth Advisors, LLC 0.43% Add +6.5% 26,635 $5.9M
K.J. Harrison & Partners Inc 0.92% Add +51.0% 26,658 $5.9M
Summit Wealth & Retirement Planning, Inc. 1.82% Reduce -0.3% 26,624 $5.9M
Peddock Capital Advisors, LLC 1.41% Add +1.1% 26,530 $5.9M
Sigma Planning Corp 0.18% Reduce -39.3% 26,498 $5.9M
Engine Capital Management, LP 1.07% Reduce -27.4% 26,444 $5.8M
Flagstar Securities, Inc. 1.45% Add +1.9% 26,398 $5.8M
BSW Wealth Partners 0.86% Reduce -5.0% 26,389 $5.8M
Arrowstreet Capital, Limited Partnership 0.00% Add +7.8% 26,324 $5.8M
Wealthedge Investment Advisors, LLC 2.62% — 26,302 $5.8M
Spectrum Wealth Counsel, LLC 0.68% Add +0.5% 26,217 $5.8M
Snowden Capital Advisors LLC 0.18% Add +14.3% 26,207 $5.8M
Principal Financial Group Inc. 0.00% Add +57.0% 26,183 $5.8M
Fort Washington Investment Advisors Inc. 0.03% Reduce -2.2% 26,123 $5.8M
Stordahl Capital Management, Inc. 1.37% Reduce -0.8% 26,122 $5.8M
City Holding Co. 0.82% Add +4.5% 26,120 $5.8M
Merit Financial Group, LLC 0.10% Add +45.6% 25,994 $5.7M
Townsquare Capital LLC 0.06% Add +58.4% 25,830 $5.7M
Benchmark Financial Wealth Advisors, LLC 1.83% Reduce -0.8% 25,819 $5.7M
TD Waterhouse Canada Inc. 0.05% Reduce -5.5% 25,811 $5.7M
Cornerstone Wealth Group, LLC 0.47% Add +102.6% 25,774 $5.7M
Citizens Business Bank 1.35% Reduce -12.9% 25,715 $5.7M
Segall Bryant & Hamill, LLC 0.08% Add +83.3% 25,600 $5.7M
Chartist Inc. 2.92% Reduce -1.0% 25,483 $5.6M
Intrua Financial, LLC 0.91% Add +132.7% 25,450 $5.6M
Country Club Bank 0.37% Reduce -5.0% 25,386 $5.6M
Bridges Investment Management Inc. 0.08% Add +0.9% 25,335 $5.6M
Twin Focus Capital Partners, LLC 0.83% Reduce -3.6% 25,333 $5.6M
Symmetry Investments LP 0.33% Reduce -16.2% 25,232 $5.6M
TABR Capital Management, LLC 4.86% — 25,124 $5.6M
Triumph Capital Management 1.88% Reduce -3.1% 24,893 $5.5M
Verger Capital Management LLC 2.74% Add +0.2% 24,872 $5.5M
Chris Bulman Inc 3.47% New 24,635 $5.4M
Wealthcare Advisory Partners LLC 0.15% Add +5.7% 24,617 $5.4M
Corundum Group, Inc. 2.02% Add +55.8% 24,444 $5.4M
Canton Hathaway, LLC 1.35% No change 24,377 $5.4M
CreativeOne Wealth, LLC 0.16% Add +4.6% 24,341 $5.4M
Prudential Financial Inc. 0.01% Reduce -59.1% 24,334 $5.4M
Investors Asset Management of Georgia Inc. /Ga/ 2.62% Add +3.0% 24,286 $5.4M
Park Avenue Securities LLC 0.06% Add +25.8% 24,264 $5.4M
Evoke Wealth, LLC 0.15% Add +0.2% 24,074 $5.3M
YHB Investment Advisors, Inc. 0.44% Reduce -1.1% 24,047 $5.3M
Full Sail Capital, LLC 0.34% Reduce -8.2% 24,029 $5.3M
Fifth Third Wealth Advisors LLC 0.29% Add +12.3% 23,852 $5.3M
Silvercrest Asset Management Group LLC 0.04% Add +11.0% 23,769 $5.3M
Smith & Howard Wealth Management, LLC 1.48% Reduce -1.3% 23,737 $5.2M
Perkins Coie Trust Co 1.15% Add +30.5% 23,693 $5.2M
Guided Capital Wealth Management, LLC 4.77% — 23,564 $5.2M
Cramer Rosenthal McGlynn LLC 0.29% New 23,518 $5.2M
Prosperity Consulting Group, LLC 0.39% Reduce -5.3% 23,427 $5.2M
Gries Financial LLC 0.91% Add +3.7% 23,300 $5.1M
Mount Capital Ltd 1.81% No change 23,100 $5.1M
Williams Jones Wealth Management, LLC. 0.06% Reduce -4.1% 23,089 $5.1M
waypoint wealth counsel 3.32% Add +16.8% 23,050 $5.1M
Mutual Advisors, LLC 0.15% Reduce -17.4% 22,551 $5.1M
NWF Advisory Services Inc. 0.74% Add +1.5% 22,799 $5.0M
Fire Capital Management LLC 3.75% — 22,790 $5.0M
Parallel Advisors, LLC 0.11% Add +12.9% 22,783 $5.0M
Pursue Wealth Partners LLC 2.88% Reduce -0.1% 22,759 $5.0M
C2C Wealth Management, LLC 4.66% No change 22,739 $5.0M
CMG Global Holdings, LLC 2.76% Add +6.8% 21,940 $5.0M
Cary Street Partners Financial LLC 0.16% — 22,628 $5.0M
Baltimore-Washington Financial Advisors, Inc. 0.26% Add +4.8% 22,617 $5.0M
Channel Wealth LLC 1.63% Add +23.8% 22,612 $5.0M
Private Trust Co. NA 0.51% Reduce -4.3% 22,535 $5.0M
Crescent Grove Advisors, LLC 0.49% Add +0.4% 22,458 $5.0M
Rathbones Group PLC 0.02% Add +11.6% 22,440 $5.0M
Unionview, LLC 3.62% Add +0.3% 22,337 $4.9M
Pictet Asset Management Holding SA 0.01% New 22,325 $4.9M
HUB Investment Partners, LLC 0.21% Add +9.1% 22,311 $4.9M
Wintrust Investments LLC 4.34% Add +3.9% 22,309 $4.9M
Insigneo Advisory Services, LLC 0.51% Add +29.9% 22,280 $4.9M
BayBridge Capital Group, LLC 3.57% Add +5.8% 22,241 $4.9M
Amtrust Financial Services, Inc. 2.33% No change 22,200 $4.9M
Aptus Capital Advisors, LLC 0.06% Add +10.9% 22,169 $4.9M
Marquette Asset Management, LLC 0.80% Reduce -0.5% 22,152 $4.9M
Loomis Sayles & Co. L P 0.01% Add +4.3% 22,142 $4.9M
Unique Wealth, LLC 1.02% Add +27.9% 22,124 $4.9M
PFG Advisors 0.30% Add +1.0% 22,110 $4.9M
Ethos Financial Group, LLC 0.64% Add +213.3% 22,109 $4.9M
Rehmann Capital Advisory Group 0.31% Add +27.3% 22,053 $4.9M
Cullen/Frost Bankers, Inc. 0.07% Add +4.9% 21,990 $4.9M
Wealth Advisory Solutions, LLC 1.36% Reduce -0.6% 21,934 $4.8M
Northeast Financial Consultants Inc 0.20% Reduce -0.8% 21,926 $4.8M
Abundance Wealth Counselors 1.05% Add +1.3% 21,877 $4.8M
NewEdge Wealth, LLC 0.08% Add +43.9% 21,862 $4.8M
Rockingstone Advisors LLC 2.13% Add +4.0% 21,839 $4.8M
FAS Wealth Partners, Inc. 0.40% Reduce -3.6% 21,723 $4.8M
Cavalier Investments, LLC 1.60% Reduce -81.4% 21,686 $4.8M
E&G Advisors, LLC 1.30% Add +9.6% 21,624 $4.8M
TCV Trust & Wealth Management, Inc. 0.44% Reduce -0.3% 21,557 $4.8M
Beam Wealth Advisors, Inc. 1.50% Reduce -3.1% 21,525 $4.8M
Sandbox Financial Partners, LLC 1.58% Add +7.3% 21,433 $4.7M
AE Wealth Management LLC 0.04% Add +14.7% 21,403 $4.7M
StoneX Group Inc. 0.26% Add +2.5% 21,313 $4.7M
Union Savings Bank 2.31% Reduce -0.4% 21,301 $4.7M
Archvest Wealth Advisors, Inc. 3.40% Add +21.8% 21,231 $4.7M
Boston Research & Management Inc. 1.13% No change 21,041 $4.6M
Banco Bilbao Vizcaya Argentaria, S.A. 0.05% Reduce -86.6% 20,974 $4.6M
Addenda Capital Inc. 0.16% Reduce -5.0% 21,000 $4.6M
Woodstock Corp. 0.45% Reduce -2.4% 20,963 $4.6M
Burke & Herbert Bank & Trust Co. 1.10% Add +0.6% 20,946 $4.6M
Menard Financial Group LLC 2.77% Add +3.4% 20,897 $4.6M
Private Wealth Advisors, LLC 2.01% New 20,859 $4.6M
Equitable Trust Co. 0.26% New 20,836 $4.6M
Ananym Capital Management, LP 2.78% — 20,760 $4.6M
Legacy Edge Advisors, LLC 0.73% Add +0.7% 20,728 $4.6M
B. Riley Wealth Advisors, Inc. 0.15% Add +13.1% 20,612 $4.6M
Elevation Point Wealth Partners, LLC 0.37% Add +9.8% 20,530 $4.5M
Focus Partners Advisor Solutions, LLC 0.08% Add +7.0% 20,470 $4.5M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.12% Add +5.2% 20,436 $4.5M
Sender Co & Partners, Inc. 5.60% New 20,402 $4.5M
Nilsine Partners, LLC 0.48% Add +11.4% 20,361 $4.5M
Cordgrass Capital Advisors, LLC 1.30% Add +10.5% 20,293 $4.5M
Pinnacle Wealth Planning Services, Inc. 0.67% Add +125.2% 20,207 $4.5M
Lakeshore Capital Group, Inc. 6.72% — 20,107 $4.4M
Pacific Capital Wealth Advisors, Inc. 0.74% Reduce -4.5% 19,957 $4.4M
Randall & Associates Wealth Management 3.65% Add +6.5% 19,889 $4.4M
Nomura Asset Management Co. Ltd. 0.01% No change 19,880 $4.4M
GM Advisory Group, LLC 0.24% Add +7.2% 19,877 $4.4M
Appleton Partners Inc. 0.32% Reduce -7.7% 19,865 $4.4M
St. Johns Investment Management Company, LLC 2.04% Add +8.7% 19,810 $4.4M
Royce & Associates LP 0.04% No change 19,700 $4.4M
Hill Island Financial LLC 1.27% Add +0.3% 19,664 $4.3M
Belvedere Trading LLC 0.33% New 19,662 $4.3M
Certuity, LLC 0.47% Reduce -5.1% 19,437 $4.3M
Surience Private Wealth LLC 5.54% Reduce -61.4% 19,427 $4.3M
Auour Investments LLC 1.50% Reduce -0.3% 18,939 $4.3M
Three Bridge Wealth Advisors, LLC 1.49% Add +32.8% 19,212 $4.2M
Pine Ridge Advisers LLC 0.38% No change 19,162 $4.2M
Pinnacle Wealth Management Group, Inc. 2.63% Add +2.8% 19,093 $4.2M
Smith Chas P & Associates Pa Cpas 0.24% Reduce -0.7% 19,044 $4.2M
Carnegie Investment Counsel 0.12% Add +0.7% 18,899 $4.2M
First Merchants Corp. 0.16% Reduce -17.8% 18,768 $4.1M
Canandaigua National Bank & Trust Co. 0.41% Reduce -0.3% 18,728 $4.1M
Aureus Asset Management, LLC 0.27% Add +1.1% 18,561 $4.1M
Crews Bank & Trust 0.69% — 18,511 $4.1M
Capital Advisory Group Advisory Services, LLC 1.47% Reduce -1.4% 18,484 $4.1M
Provida Pension Fund Administrator 0.08% No change 18,482 $4.1M
Harbour Investments, Inc. 0.12% Add +15.1% 18,469 $4.1M
Christopher J. Hasenberg, Inc 1.64% Reduce -78.5% 18,444 $4.1M
Essential Planning, LLC. 0.03% New 17,875 $4.1M
Lifeworks Advisors, LLC 0.73% Add +145.3% 18,366 $4.1M
Sunburst Financial Group, LLC 1.00% Reduce -2.2% 18,325 $4.0M
Inman Jager Wealth Management, LLC 3.14% — 18,260 $4.0M
HAP Trading, LLC 1.35% New 18,250 $4.0M
BG Investment Services, LLC 4.05% — 18,199 $4.0M
OneDigital Investment Advisors LLC 0.05% Reduce -9.1% 18,193 $4.0M
FFT Wealth Management LLC 0.30% No change 18,176 $4.0M
Ames National Corp. 2.70% — 18,172 $4.0M
WealthBridge Capital Management, LLC 1.11% Add +3.7% 18,139 $4.0M
Steph & Co. 1.35% Reduce -4.9% 18,135 $4.0M
Aaron Wealth Advisors LLC 0.46% Reduce -0.5% 18,107 $4.0M
World Investment Advisors 0.11% Add +171.7% 18,087 $4.0M
State of Wyoming 0.51% Reduce -13.6% 18,055 $4.0M
Capital Group Private Client Services, Inc. 0.04% Add +0.3% 18,028 $4.0M
Patten & Patten Inc. 0.26% Add +25.3% 17,898 $4.0M
Prudent Man Advisors, LLC 1.43% Reduce -16.9% 17,823 $3.9M
Almanack Investment Partners, LLC. 0.61% Reduce -14.5% 17,822 $3.9M
Clark Financial Services Group Inc. 2.98% Add +848.9% 17,630 $3.9M
Heritage Investors Management Corp. 0.13% Reduce -0.7% 17,600 $3.9M
MV Capital Management, Inc. 0.41% Reduce -32.0% 17,503 $3.9M
Zacks Investment Management 0.04% Add +1068.9% 17,416 $3.8M
Legacy Advisory Services, LLC 3.27% Add +9.7% 17,347 $3.8M
Trifecta Capital Advisors, LLC 0.76% Reduce -0.4% 17,328 $3.8M
Aua Capital Management, LLC 2.45% No change 17,296 $3.8M
Campbell Wealth Management 0.34% Add +12.6% 17,250 $3.8M
Jacksonville Wealth Management, LLC 3.55% — 17,218 $3.8M
Orion Porfolio Solutions, LLC 0.04% Add +19.8% 17,132 $3.8M
Orion Portfolio Solutions, LLC 0.04% Add +19.8% 17,132 $3.8M
Nwam LLC 0.23% Reduce -3.6% 17,123 $3.8M
Novem Group 0.56% — 17,088 $3.8M
Processus Wealth & Capital Management, LLC 3.01% Add +1.4% 17,079 $3.8M
Peak Asset Management, LLC 0.69% Reduce -0.8% 17,003 $3.8M
Lazard Asset Management LLC 0.01% Reduce -3.0% 16,895 $3.7M
MPWM Advisory Solutions, LLC 2.72% — 16,861 $3.7M
Webster Bank, N. A. 0.40% Add +7.8% 16,806 $3.7M
Edge Capital Group, LLC 0.17% Reduce -7.2% 16,803 $3.7M
Chemung Canal Trust Co. 0.77% No change 16,748 $3.7M
Mycio Wealth Partners, LLC 0.88% Add +3.8% 16,675 $3.7M
Manchester Capital Management LLC 0.43% Add +2.3% 16,621 $3.7M
Evermay Wealth Management LLC 0.56% Reduce -8.8% 16,619 $3.7M
Carolinas Wealth Consulting LLC 0.71% Reduce -1.9% 16,458 $3.6M
Gerber Kawasaki Wealth & Investment Management 0.16% Add +4.1% 16,455 $3.6M
Trust Co of the South 0.74% Add +1.2% 16,366 $3.6M
Objectivity Squared, LLC 2.51% Add +1.1% 16,672 $3.6M
Freestone Capital Holdings, LLC 0.12% Reduce -0.6% 16,331 $3.6M
Acute Investment Advisory, LLC 3.95% New 16,301 $3.6M
Parr McKnight Wealth Management Group, LLC 0.51% — 16,229 $3.6M
Anb Bank 1.57% — 16,217 $3.6M
Fulton Bank, N.A. 0.14% Add +9.3% 16,198 $3.6M
Macquarie Group Ltd. 0.00% Add +779.6% 16,158 $3.6M
Guggenheim Capital LLC 0.03% Reduce -0.3% 16,145 $3.6M
Kelly Financial Group LLC 1.27% — 16,129 $3.6M
Campion Asset Management 2.69% Reduce -5.9% 16,105 $3.6M
Anchor Capital Advisors LLC 0.10% Reduce -26.6% 16,097 $3.6M
DAVENPORT & Co LLC 0.02% Add +31.2% 16,049 $3.5M
Doliver Advisors, LP 0.98% Add +114.3% 16,029 $3.5M
Polymer Capital Management (US) LLC 1.13% — 16,000 $3.5M
American Assets Investment Management, LLC 0.29% No change 16,000 $3.5M
Fortis Group Advisors, LLC 0.65% Add +124.2% 15,852 $3.5M
BOK Financial Private Wealth, Inc. 0.25% Reduce -9.8% 15,849 $3.5M
Russell Investments Group, Ltd. 0.00% Add +6.2% 15,839 $3.5M
Vienna Asset Management LLC 2.37% Reduce -40.2% 15,833 $3.5M
Katamaran Capital LLP 4.68% — 15,830 $3.5M
Keel Point, LLC 0.28% Reduce -0.6% 15,752 $3.5M
Beacon Investment Advisory Services, Inc. 0.15% Reduce -0.6% 15,733 $3.5M
Principal Securities, Inc. 0.08% Add +5.7% 15,717 $3.5M
Cranbrook Wealth Management, LLC 0.80% Reduce -0.9% 15,701 $3.5M
Breakthru Advisory Services, LLC 3.13% — 15,644 $3.5M
Holistic Financial Partners 1.72% Reduce -0.1% 15,632 $3.5M
Crestwood Advisors Group, LLC 0.06% Add +0.2% 15,572 $3.4M
Franklin, Parlapiano, Turner & Welch, LLC 0.93% Reduce -2.7% 15,547 $3.4M
Exencial Wealth Advisors, LLC 0.13% Reduce -7.8% 15,526 $3.4M
LSP Investment Advisors, LLC 2.39% No change 15,500 $3.4M
Joel Isaacson & Co., LLC 0.15% Add +0.8% 15,354 $3.4M
Maytus Capital Management, LLC 1.18% New 15,327 $3.4M
Berkshire Asset Management LLC 0.16% Add +1.8% 14,774 $3.4M
Empire Financial Management Company, LLC 1.05% Reduce -1.9% 15,230 $3.4M
Sagespring Wealth Partners, LLC 0.09% — 15,120 $3.3M
Archer Investment Corp 0.89% Reduce -1.0% 15,084 $3.3M
Adero Partners, LLC 0.21% Reduce -0.1% 15,073 $3.3M
Cozad Asset Management Inc. 0.31% Add +11.0% 15,061 $3.3M
Harbour Capital Advisors, LLC 0.74% Reduce -0.1% 14,818 $3.3M
Walkner Condon Financial Advisors LLC 0.68% Add +0.3% 15,049 $3.3M
Mayflower Financial Advisors, LLC 0.50% Reduce -2.1% 15,044 $3.3M
Firestone Capital Management 0.82% Add +0.4% 15,007 $3.3M
Keebeck Wealth Management 0.48% Reduce -9.8% 15,004 $3.3M
Strategic Wealth Investment Group, LLC 0.18% New 72,958 $3.3M
RB Capital Management, LLC 0.81% Add +0.4% 14,930 $3.3M
CoreCap Advisors, LLC 0.15% Reduce -12.8% 14,884 $3.3M
Union Bancaire Privee, UBP SA 0.06% — 15,170 $3.3M
Acropolis Investment Management, LLC 0.19% Reduce -0.2% 14,818 $3.3M
Financial Life Planners 2.74% — 14,765 $3.3M
Gallo Partners, LP 2.41% — 14,721 $3.3M
Prelude Capital Management, LLC 0.27% Reduce -27.7% 14,600 $3.2M
West Bancorporation Inc. 2.11% Reduce -4.5% 14,562 $3.2M
Harmony Asset Management LLC 1.27% No change 14,535 $3.2M
Wedbush Securities Inc. 0.11% Reduce -0.1% 14,530 $3.2M
Summit Place Financial Advisors, LLC 1.82% Reduce -1.1% 14,500 $3.2M
Sei Investments Co. 0.00% Reduce -28.3% 14,459 $3.2M
Amica Mutual Insurance Co. 0.33% Reduce -35.7% 14,371 $3.2M
Jaffetilchin Investment Partners, LLC 0.23% Add +1.0% 14,364 $3.2M
Marshall Wace, LLP 0.00% Add +150.5% 14,335 $3.2M
Saxon Interests, Inc. 1.39% Add +22.2% 14,323 $3.2M
Perissos Private Wealth Management, LLC 2.36% Reduce -2.6% 14,313 $3.2M
Promus Capital, LLC 2.42% — 14,284 $3.2M
Rik Saylor Financial, Inc. 2.92% — 14,278 $3.2M
Total Clarity Wealth Management, Inc. 1.03% Add +281.9% 14,267 $3.2M
Vident Advisory, LLC 0.06% Add +5.8% 14,261 $3.2M
Laird Norton Wetherby Wealth Management, LLC 0.15% Reduce -1.7% 14,229 $3.1M
EPIQ Capital Group, LLC 0.82% Reduce -0.2% 14,181 $3.1M
Bedel Financial Consulting, Inc. 0.44% Add +11.7% 13,655 $3.1M
Sincerus Advisory, LLC 3.36% — 14,175 $3.1M
Diversified Enterprises, LLC 0.30% Reduce -95.4% 14,118 $3.1M
Bayesian Capital Management, LP 0.38% Add +344.9% 14,100 $3.1M
Quadrant Capital Group LLC 0.21% No change 14,086 $3.1M
Redwood Wealth Management Group, LLC 1.51% Add +1.3% 14,058 $3.1M
Salem Investment Counselors Inc. 0.10% No change 14,048 $3.1M
Quantinno Capital Management LP 0.03% Add +39.6% 14,040 $3.1M
PFG Investments, LLC 0.19% Add +9.2% 13,991 $3.1M
Rebalance, LLC 0.23% Add +0.4% 13,945 $3.1M
Resolute Advisors LLC 0.62% Reduce -4.6% 13,923 $3.1M
Sound View Wealth Advisors Group, LLC 0.25% Add +2.1% 13,873 $3.1M
Meridian Investment Counsel Inc. 0.91% Add +65.3% 13,870 $3.1M
Birch Hill Investment Advisors LLC 0.14% Add +0.3% 13,839 $3.1M
Lyell Wealth Management, LP 0.27% Reduce -23.7% 13,822 $3.1M
Operose Advisors LLC 1.04% Add +0.8% 13,714 $3.0M
Apollon Wealth Management, LLC 0.07% Reduce -19.2% 13,712 $3.0M
Nvwm, LLC 0.76% Add +50.1% 13,616 $3.0M
MASO CAPITAL PARTNERS Ltd 3.88% No change 13,600 $3.0M
Vision Capital Management, Inc. 0.44% Reduce -0.3% 13,529 $3.0M
Willis Johnson & Associates, Inc. 0.23% Reduce -3.2% 13,512 $3.0M
Ameritas Advisory Services, LLC 0.10% Add +4.1% 13,499 $3.0M
Provenance Wealth Advisors, LLC 0.39% Reduce -0.5% 13,489 $3.0M
Visionary Wealth Advisors 0.17% Add +4.1% 13,461 $3.0M
Davidson Trust Co. 1.53% No change 13,431 $3.0M
Bouchey Financial Group, Ltd. 0.26% Reduce -2.5% 13,359 $3.0M
Merriman Wealth Management, LLC 0.12% Reduce -0.4% 13,279 $2.9M
Absolute Capital Management, LLC 1.62% Add +0.4% 13,245 $2.9M
Laurel Wealth Advisors LLC 0.46% Add +4.4% 13,200 $2.9M
Ciovacco Capital Management LLC 1.67% Reduce -2.2% 13,188 $2.9M
New England Asset Management Inc. 0.52% Add +8.2% 13,170 $2.9M
Private Wealth Group, LLC 1.42% No change 13,153 $2.9M
Graypoint LLC 0.18% Reduce -0.9% 13,079 $2.9M
Napa Wealth Management 1.25% New 13,059 $2.9M
Kingswood Wealth Advisors, LLC 0.22% Add +38.1% 13,053 $2.9M
M Holdings Securities, Inc. 0.46% New 13,036 $2.9M
RKL Wealth Management LLC 0.26% Add +1.4% 13,029 $2.9M
WealthPlan Investment Management, LLC 0.28% Reduce -39.9% 12,995 $2.9M
Nicholas Hoffman & Company, LLC. 0.11% Reduce -0.6% 12,980 $2.9M
International Assets Investment Management, LLC 0.24% Add +1.0% 12,948 $2.9M
Chesapeake Wealth Management 0.98% Reduce -0.5% 12,937 $2.9M
Continuum Advisory, LLC 0.37% Add +0.2% 12,927 $2.9M
Hunting Hill Global Capital, LLC 1.28% New 12,860 $2.8M
Great Valley Advisor Group, Inc. 0.06% Reduce -5.3% 12,823 $2.8M
Godshalk Welsh Capital Management, Inc. 1.82% Reduce -0.4% 12,762 $2.8M
3Chopt Investment Partners, LLC 0.96% Reduce -0.0% 12,711 $2.8M
Farther Finance Advisors, LLC 0.10% Add +21.5% 12,710 $2.8M
Pines Wealth Management, LLC 1.22% — 12,907 $2.8M
Bryn Mawr Trust Advisors, LLC 0.15% Add +0.3% 12,630 $2.8M
Abbot Financial Management, Inc. 1.38% Reduce -2.0% 12,571 $2.8M
Finivi Inc. 2.21% Add +6.0% 12,544 $2.8M
Arbor Trust Wealth Advisors, LLC 1.29% Reduce -2.2% 12,434 $2.7M
Cahill Financial Advisors Inc. 0.37% Add +38.7% 12,391 $2.7M
LifeSteps Financial, Inc. 2.09% Reduce -0.4% 12,354 $2.7M
Venturi Wealth Management, LLC 0.13% Add +8.0% 12,344 $2.7M
Alley Investment Management Company, LLC 0.34% Add +1.1% 12,328 $2.7M
Leavell Investment Management, Inc. 0.13% No change 12,323 $2.7M
Bristlecone Advisors, LLC 0.21% Reduce -3.0% 12,292 $2.7M
T. Rowe Price Associates Inc. 0.00% Add +35.9% 12,248 $2.7M
Mission Wealth Management, LP 0.06% Add +0.3% 12,236 $2.7M
Revolve Wealth Partners, LLC 0.40% Add +13.3% 12,233 $2.7M
American Institute for Advanced Investment Management, LLP 2.01% Reduce -0.0% 12,229 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +2.7% 12,199 $2.7M
TFB Advisors LLC 0.77% Add +4.5% 12,145 $2.7M
Quadcap Wealth Management, LLC 0.39% Add +2.1% 12,125 $2.7M
Apexium Financial, LP 0.16% Add +3.5% 12,101 $2.7M
Associated Banc-Corp 0.08% Add +0.4% 12,017 $2.7M
LGL Partners, LLC 0.39% Add +0.3% 12,015 $2.7M
LVW Advisors, LLC 0.32% Add +2.5% 11,996 $2.7M
Simon Quick Advisors, LLC 0.16% Reduce -3.6% 11,982 $2.6M
Jessup Wealth Management, Inc 1.13% Reduce -69.7% 11,950 $2.6M
RFG Advisory, LLC 0.07% Add +24.2% 11,903 $2.6M
Foresight Capital Management Advisors, Inc. 1.54% Add +4.8% 11,900 $2.6M
GC Wealth Management RIA, LLC 0.46% No change 11,899 $2.6M
Y-Intercept (Hong Kong) Ltd 0.18% New 11,894 $2.6M
Vestcor Inc 0.09% Add +1502.7% 11,860 $2.6M
One Capital Management, LLC 0.09% Reduce -7.1% 11,852 $2.6M
Central Pacific Bank - Trust Division 0.36% Add +4.4% 11,845 $2.6M
BankPlus Wealth Management LLC 1.94% — 11,794 $2.6M
Centennial Bank 1.22% Add +108.3% 11,764 $2.6M
Weaver Consulting Group 0.80% Add +11.2% 11,756 $2.6M
Maven Securities LTD 0.42% New 11,708 $2.6M
Haverford Trust Co 0.03% Add +0.7% 11,703 $2.6M
Sandy Spring Bank 0.10% Reduce -1.6% 11,635 $2.6M
Strategic Investment Management, LLC 0.89% No change 11,620 $2.6M
EWG Elevate Inc. 0.78% Add +171.5% 11,605 $2.6M
Evelyn Partners Asset Management Ltd 0.69% — 11,520 $2.5M
Shay Capital LLC 0.62% Add +5650.0% 11,500 $2.5M
Copperwynd Financial, LLC 0.70% Add +874.8% 11,405 $2.5M
Institute for Wealth Management, LLC. 0.31% Add +8.2% 11,347 $2.5M
Clientfirst Wealth Management, LLC 2.53% — 11,340 $2.5M
Allie Family Office LLC 1.39% Add +43.3% 11,338 $2.5M
Forte Asset Management LLC 1.33% Reduce -19.8% 11,301 $2.5M
Bright Futures Wealth Management, LLC. 2.25% Add +969.6% 11,038 $2.5M
Second Half Financial Partners, LLC 1.22% Reduce -4.3% 11,298 $2.5M
Gryphon Financial Partners LLC 0.36% Add +10.8% 11,294 $2.5M
Tocqueville Asset Management L.P. 0.04% Add +1.8% 11,246 $2.5M
Wealth Alliance, LLC 0.30% Add +786.0% 11,244 $2.5M
Allodium Investment Consultants, LLC 2.07% — 11,234 $2.5M
Capital Investment Advisory Services, LLC 0.24% Reduce -2.7% 11,146 $2.5M
Oxford Financial Group, LTD. LLC 0.16% Add +30.5% 11,140 $2.5M
Sabal Trust CO 0.14% Add +1.1% 11,128 $2.5M
Sepio Capital, LP 0.19% No change 10,996 $2.4M
Texas Capital Bank Wealth Management Services Inc 0.25% Reduce -3.2% 10,989 $2.4M
Nuveen Asset Management, LLC 0.00% Add +66.9% 10,980 $2.4M
BluePointe Capital Management, LLC 1.39% Reduce -0.9% 10,974 $2.4M
Sachem Hill LLC 0.50% Reduce -3.9% 10,930 $2.4M
Leslie Global Wealth, LLC 1.12% Reduce -55.1% 10,929 $2.4M
AdvisorNet Financial, Inc 0.20% Add +8.0% 10,874 $2.4M
Sig Brokerage, LP 1.12% — 10,848 $2.4M
Hirtle & Co., LLC 0.12% Add +0.5% 10,833 $2.4M
Moody National Bank Trust Division 0.25% No change 10,822 $2.4M
Garden State Investment Advisory Services LLC 0.73% Add +22.0% 10,798 $2.4M
Aspect Partners, LLC 1.38% Add +2.2% 10,779 $2.4M
Radnor Capital Management, LLC 0.40% Reduce -6.3% 10,775 $2.4M
REDW Wealth LLC 0.83% Add +660.1% 10,763 $2.4M
Trust Point Inc. 0.16% Reduce -16.4% 10,759 $2.4M
DCF Advisers, LLC 1.20% No change 10,750 $2.4M
IPG Investment Advisors LLC 0.54% Add +11.1% 10,750 $2.4M
Genesee Capital Advisors, LLC 1.10% Reduce -2.5% 10,737 $2.4M
Legacy Advisors, LLC 0.23% Add +36.5% 10,686 $2.4M
Delta Financial Group, Inc. 0.55% New 10,657 $2.4M
Clear Harbor Asset Management, LLC 0.19% New 10,626 $2.3M
Matrix Asset Advisors Inc. 0.26% Add +0.2% 10,622 $2.3M
Eldridge Investment Advisors, Inc. 0.55% Add +0.0% 10,617 $2.3M
Heritage Family Offices, LLP 1.17% Add +5.0% 10,568 $2.3M
Wealthspan Partners, LLC 1.12% Add +110.8% 10,566 $2.3M
Dagco, Inc. 0.77% Reduce -5.3% 10,562 $2.3M
Fsa Wealth Partners, Inc. 0.55% Add +51.8% 10,553 $2.3M
Foundation Wealth Management, LLC\PA 1.13% — 10,533 $2.3M
Founders Grove Wealth Partners, LLC 0.67% — 10,532 $2.3M
Moloney Securities Asset Management, LLC 0.31% Reduce -0.7% 10,519 $2.3M
Tableaux LLC 1.92% — 10,481 $2.3M
Apella Capital, LLC 0.09% Add +7.0% 10,476 $2.3M
Spinnaker Trust 0.15% Add +0.1% 10,456 $2.3M
Financiere des Professionnels - Fonds d'investissement inc. 0.16% No change 10,400 $2.3M
Seamount Financial Group Inc. 1.59% Reduce -1.6% 10,389 $2.3M
Westmount Partners, LLC 0.70% Add +1.9% 10,364 $2.3M
Nicolet Bankshares Inc. 0.45% Add +0.2% 10,358 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.34% Reduce -2.9% 10,356 $2.3M
Nixon Capital, LLC 0.71% New 10,000 $2.3M
CWA Asset Management Group, LLC 0.12% Add +506.1% 10,316 $2.3M
Wincap Financial LLC 2.32% — 10,303 $2.3M
Cannon Advisors, Inc. 1.93% Add +7.3% 10,294 $2.3M
Invesco Ltd. 0.00% Add +3693.7% 10,281 $2.3M
MWA Asset Management 1.51% Add +6.6% 10,281 $2.3M
Nixon Peabody Trust Co. 0.19% Reduce -5.5% 10,275 $2.3M
Jackson, Grant Investment Advisers, Inc. 0.87% Add +0.5% 10,269 $2.3M
Cibc World Markets Corp. 0.01% New 10,215 $2.3M
Southernsun Asset Management, LLC 0.28% New 10,186 $2.3M
Claro Advisors Inc. 0.30% Add +9.9% 10,156 $2.2M
Menora Mivtachim Holdings LTD. 0.01% Reduce -12.9% 10,146 $2.2M
Regent Peak Wealth Advisors LLC 0.50% Reduce -3.7% 10,144 $2.2M
First Heartland Consultants, Inc. 0.23% Reduce -27.9% 10,066 $2.2M
Bienville Capital Management, LLC 0.54% Reduce -6.8% 10,042 $2.2M
Polen Capital Management LLC 0.01% Reduce -25.2% 10,007 $2.2M
Valmark Advisers, Inc. 0.03% Add +0.8% 9,930 $2.2M
Mathes Company, Inc. 0.81% Reduce -4.6% 9,930 $2.2M
Centiva Capital, LP 0.08% Reduce -41.1% 9,916 $2.2M
Cutter & CO Brokerage, Inc. 0.53% Reduce -12.9% 9,906 $2.2M
GenTrust, LLC 0.10% Add +1.0% 9,897 $2.2M
Diversify Advisory Services, LLC 0.12% Reduce -90.2% 10,052 $2.2M
Essex Bank 0.54% Add +2.1% 9,862 $2.2M
Harvest Investment Services, LLC 0.53% Add +5.6% 9,849 $2.2M
DSG Capital Advisors, LLC 0.39% — 9,833 $2.2M
Gridiron Partners, LLC 1.37% No change 9,811 $2.2M
Old North State Trust, LLC 1.38% Add +25.2% 9,804 $2.2M
Mechanics Financial Corp 0.97% Reduce -2.2% 9,781 $2.2M
Essex Financial Services, Inc. 0.15% Add +1.3% 9,759 $2.2M
Peregrine Asset Advisers, Inc. 0.79% No change 9,741 $2.2M
BNC Wealth Management, LLC 0.71% Add +14.3% 9,720 $2.1M
Thompson Siegel & Walmsley LLC 0.03% Reduce -0.4% 9,682 $2.1M
Gardner Lewis Asset Management L P 0.54% Reduce -0.5% 9,680 $2.1M
Gotham Asset Management 0.02% Add +49.4% 9,639 $2.1M
Athena Investment Management 1.23% No change 9,638 $2.1M
Azimuth Capital Investment Management LLC 0.08% Reduce -0.6% 9,603 $2.1M
Algert Global LLC 0.05% Reduce -25.0% 9,586 $2.1M
Tradition Wealth Management, LLC 0.19% Add +8.0% 9,582 $2.1M
Fortis Capital Advisors, LLC 0.72% Add +1.9% 9,603 $2.1M
Oakwell Private Wealth Management, LLC 0.59% Reduce -1.1% 9,553 $2.1M
Salus Financial Advisors, LLC 1.65% — 9,532 $2.1M
Johnson Financial Group, Inc. 0.10% Add +8.2% 9,294 $2.1M
GEM Asset Management, LLC 1.17% Add +1.9% 9,489 $2.1M
Mosaic Financial Group, LLC 1.50% Add +0.2% 9,437 $2.1M
jvl associates llc 0.79% Reduce -0.2% 9,416 $2.1M
Advisor Resource Council 1.49% Reduce -62.8% 9,413 $2.1M
Opus Capital Group, LLC 0.26% No change 9,383 $2.1M
Baader Bank Aktiengesellschaft 0.19% New 9,350 $2.1M
Citadel Advisors 0.00% Reduce -95.8% 9,342 $2.1M
Lakeshore Financial Planning, Inc. 0.88% Add +2.6% 9,337 $2.1M
USAdvisors Wealth Management, LLC 0.67% Reduce -58.9% 9,332 $2.1M
Glen Eagle Advisors, LLC 0.34% Add +0.2% 9,330 $2.1M
Indiana Trust & Investment Management Co 0.69% No change 9,235 $2.0M
Moneco Advisors, LLC 0.21% Add +19.9% 9,222 $2.0M
Hollencrest Capital Management 0.08% Add +0.3% 9,213 $2.0M
Ayalon Insurance Comp Ltd. 0.63% Add +52.9% 9,188 $2.0M
Game Plan Financial Advisors, LLC 1.07% New 9,190 $2.0M
Logan Stone Capital, LLC 0.68% New 9,165 $2.0M
PKS Advisory Services, LLC 0.51% — 9,139 $2.0M
KKM Financial LLC 0.84% Add +444.4% 8,934 $2.0M
Bluespring Wealth Management, LLC 0.21% Reduce -8.7% 9,118 $2.0M
Benjamin Edwards Inc. 0.03% Add +9.3% 9,112 $2.0M
Paragon Capital Management LLC 1.08% Reduce -0.6% 9,095 $2.0M
Mandatum Life Insurance Co Ltd 0.59% Add +25.4% 9,049 $2.0M
Cornerstone Advisors Asset Management, LLC 0.42% Add +6.0% 8,888 $2.0M
DBK Financial Counsel, LLC 1.98% Reduce -2.5% 8,881 $2.0M
Wedmont Private Capital 0.10% Add +5.0% 9,027 $2.0M
May Hill Capital, LLC 0.76% — 8,858 $2.0M
Bare Financial Services, Inc 0.79% Reduce -10.3% 8,850 $2.0M
Grove Bank & Trust 0.27% Add +6.5% 8,847 $2.0M
Choate Investment Advisors 0.05% Add +37.4% 8,824 $1.9M
Optimum Investment Advisors 0.86% Reduce -1.1% 8,800 $1.9M
Blue Trust, Inc. 0.02% Reduce -21.7% 8,792 $1.9M
Calamos Wealth Management LLC 0.10% Add +0.1% 8,780 $1.9M
Composition Wealth, LLC 0.04% Add +29.6% 8,759 $1.9M
Postrock Partners LLC 0.94% — 8,754 $1.9M
Seneca Financial Advisors LLC 0.96% Reduce -0.7% 8,748 $1.9M
Ballast Advisors LLC 0.59% Reduce -6.3% 8,733 $1.9M
Bensler, LLC 0.23% Add +1.3% 8,711 $1.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +4.8% 8,706 $1.9M
Advisor OS, LLC 0.22% Reduce -0.2% 8,664 $1.9M
Sage Capital Advisors,llc 0.50% Add +2.0% 8,640 $1.9M
Udine Wealth Management, Inc. 1.23% New 8,639 $1.9M
Montecito Bank & Trust 0.33% Reduce -0.4% 8,599 $1.9M
Fca Corp. 0.59% Add +1.3% 8,555 $1.9M
CW Advisors, LLC 0.03% Add +6.6% 8,544 $1.9M
Legacy Bridge, LLC 0.98% Add +0.2% 8,540 $1.9M
Centaurus Financial, Inc. 0.12% Reduce -65.4% 8,533 $1.9M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -1.8% 8,509 $1.9M
Empirical Asset Management, LLC 0.62% Add +5.0% 8,498 $1.9M
Silverleafe Capital Partners, LLC 0.60% Add +89.6% 8,490 $1.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% Add +87.4% 8,481 $1.9M
1834 Investment Advisors Co. 0.24% Reduce -0.9% 8,440 $1.9M
Schechter Investment Advisors, LLC 0.14% Add +0.1% 8,438 $1.9M
Integrity Alliance, Llc. 0.20% — 8,434 $1.9M
Allianz Asset Management GmbH 0.00% New 8,400 $1.9M
Transcend Capital Advisors, LLC 0.13% Add +16.0% 8,399 $1.9M
Sunbelt Securities, Inc. 0.16% Reduce -23.0% 8,406 $1.9M
Chatham Capital Group, Inc. 0.30% Reduce -3.7% 8,371 $1.8M
Penobscot Investment Management Company, Inc. 0.17% Add +1.1% 8,367 $1.8M
Morangie Management LLC 1.50% — 8,365 $1.8M
10Elms LLP 2.31% — 8,356 $1.8M
Greenwich Wealth Management LLC 0.13% Add +0.2% 8,353 $1.8M
Kavar Capital Partners Group, LLC 0.31% Reduce -0.8% 8,213 $1.8M
Lowe Brockenbrough & Co. Inc. 0.12% Reduce -1.4% 8,207 $1.8M
Davis R M Inc. 0.04% Add +3.8% 8,190 $1.8M
Viewpoint Capital Management LLC 0.95% Add +33.2% 8,157 $1.8M
DKM Wealth Management, Inc. 1.70% — 8,127 $1.8M
Builder Investment Group Inc. 0.49% Reduce -0.2% 8,127 $1.8M
Cornerstone Wealth Management, LLC 0.12% Reduce -1.6% 8,119 $1.8M
D L Carlson Investment Group Inc. 0.32% Reduce -0.3% 8,106 $1.8M
Lionshead Wealth Management, LLC 1.29% — 8,080 $1.8M
Sterling Investment Advisors LLC 1.04% Reduce -5.9% 8,076 $1.8M
HM Payson & Co. 0.03% Add +1.3% 8,071 $1.8M
Sonata Capital Group Inc. 0.74% Add +22.7% 8,071 $1.8M
Abacus Planning Group, Inc. 0.31% Reduce -7.8% 8,056 $1.8M
CJM Wealth Advisers, Ltd. 0.60% No change 8,045 $1.8M
Ping Capital Management, Inc. 0.73% Reduce -25.9% 8,000 $1.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -19.8% 8,000 $1.8M
West Coast Financial LLC 0.19% Reduce -3.3% 7,965 $1.8M
Relyea Zuckerberg Hanson LLC 0.24% Reduce -0.6% 7,956 $1.8M
Archford Capital Strategies, LLC 0.27% Add +0.1% 7,950 $1.8M
Sabby Management, LLC 14.28% New 7,940 $1.8M
Quantbot Technologies LP 0.06% Add +61.7% 7,919 $1.7M
Pettyjohn, Wood & White, Inc. 0.32% Add +12.0% 7,901 $1.7M
Miller Investment Management, LP 0.19% Reduce -0.8% 7,898 $1.7M
LS Investment Advisors, LLC 0.25% Add +14.9% 7,853 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.21% Reduce -0.3% 7,823 $1.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +783.6% 7,802 $1.7M
Osborne Partners Capital Management, LLC 0.10% Add +4.6% 7,790 $1.7M
Tidal Investments LLC 0.01% Reduce -5.4% 7,788 $1.7M
Harbor Investment Advisory, LLC 0.16% Reduce -8.0% 7,766 $1.7M
Petix & Botte Co 0.45% Reduce -7.5% 7,752 $1.7M
Quattro Financial Advisors LLC 0.44% No change 7,500 $1.7M
Fagan Associates, Inc. 0.27% Add +7.9% 7,736 $1.7M
Tempus Wealth Planning, LLC 0.52% Add +54.6% 7,731 $1.7M
BankPlus Trust Department 0.56% — 7,716 $1.7M
Sunflower Bank, N.A. 0.47% Reduce -7.3% 7,709 $1.7M
Veracity Capital LLC 0.62% Reduce -0.8% 7,700 $1.7M
Delos Wealth Advisors, LLC 1.36% Add +25.4% 7,700 $1.7M
Disciplined Investments, LLC 0.84% Add +7.1% 7,674 $1.7M
Family Firm, Inc. 0.38% Reduce -2.5% 7,650 $1.7M
Bantamac Capital, LLC 0.76% Add +13.3% 7,650 $1.7M
World Equity Group, Inc. 0.36% Add +105.7% 7,622 $1.7M
Parametrica Management Ltd 2.22% New 7,600 $1.7M
Tsfg, LLC 0.34% Reduce -1.9% 7,581 $1.7M
KCM Investment Advisors LLC 0.06% Add +76.2% 7,568 $1.7M
Adapt Wealth Advisors, LLC 0.82% Reduce -2.2% 7,561 $1.7M
Cosner Financial Group, LLC 1.06% No change 7,556 $1.7M
Sageworth Trust Co of South Dakota 2.11% No change 7,537 $1.7M
FreeGulliver LLC 0.87% Add +4.6% 7,535 $1.7M
Red Tortoise LLC 0.87% Reduce -4.5% 7,530 $1.7M
Mather Group, Llc. 0.02% Reduce -0.4% 7,527 $1.7M
Paces Ferry Wealth Advisors, LLC 0.81% Reduce -6.7% 7,523 $1.7M
Belmont Capital, LLC 0.27% No change 7,500 $1.7M
Riverpoint Wealth Management Holdings, LLC 0.43% Add +0.4% 7,473 $1.7M
Apriem Advisors 0.19% Add +9.7% 7,469 $1.7M
Brown Miller Wealth Management, LLC 0.63% Add +5.3% 7,463 $1.6M
CX Institutional 0.07% Reduce -8.9% 7,460 $1.6M
Gradient Capital Advisors, LLC 0.53% Reduce -1.4% 7,446 $1.6M
Shelton Wealth Management, LLC 0.90% Reduce -0.0% 7,442 $1.6M
Frederick Financial Consultants, LLC 1.31% — 7,439 $1.6M
WealthTrust Asset Management, LLC 1.18% Reduce -34.5% 7,425 $1.6M
Focus Financial Network, Inc. 0.06% Add +1.0% 7,364 $1.6M
Financial Advisors, LLC 0.31% No change 7,341 $1.6M
Garde Capital, Inc. 0.11% Reduce -0.6% 7,331 $1.6M
Trilogy Capital Inc. 0.08% Add +7.1% 7,329 $1.6M
QRG Capital Management, Inc. 0.02% Add +19.1% 7,270 $1.6M
Clark Capital Management Group, Inc. 0.01% New 7,253 $1.6M
Avior Wealth Management, LLC 0.06% Add +10.3% 7,326 $1.6M
Orca Investment Management, LLC 1.50% Reduce -4.3% 7,223 $1.6M
Petros Family Wealth, LLC 1.72% — 7,206 $1.6M
Avantax Planning Partners, Inc. 0.06% Reduce -0.3% 7,192 $1.6M
Realta Investment Advisors 0.65% Add +0.9% 7,053 $1.6M
Rothschild Investment LLC 0.10% Add +1.5% 7,162 $1.6M
GWN Securities Inc. 0.42% — 7,045 $1.6M
Edmond DE Rothschild Holding S.A. 0.03% Add +16.3% 7,134 $1.6M
Alesco Advisors, LLC, An ESL Co 0.05% Reduce -0.1% 7,130 $1.6M
Moors & Cabot, Inc. 0.07% Add +4.9% 7,124 $1.6M
Corebridge Financial, Inc. 0.01% Add +16.4% 7,100 $1.6M
Shapiro Capital Management LLC 0.05% Reduce -84.6% 7,090 $1.6M
Fonville Wealth Management LLC 0.52% Reduce -1.7% 7,068 $1.6M
Soltis Investment Advisors LLC 0.14% Add +42.0% 7,030 $1.6M
IFG Advisors, LLC 0.31% Add +4.7% 7,028 $1.6M
KMG Fiduciary Partners, LLC 0.13% Add +0.1% 6,999 $1.5M
Matauro, LLC 0.33% — 6,996 $1.5M
Patriot Investment Management Group, Inc. 0.12% Reduce -2.5% 6,993 $1.5M
Planned Solutions, Inc. 0.63% Reduce -0.2% 6,988 $1.5M
Intrepid Financial Planning Group LLC 0.65% Reduce -3.3% 6,940 $1.5M
Wakefield Asset Management LLLP 0.52% Reduce -6.5% 6,927 $1.5M
Brand Asset Management Group, Inc. 0.62% No change 6,910 $1.5M
Bricktown Capital, LLC 0.32% Reduce -54.3% 6,891 $1.5M
Parker Financial LLC 0.74% Reduce -21.7% 6,863 $1.5M
Chicago Capital, LLC 0.04% Reduce -0.4% 6,859 $1.5M
Keystone Wealth Services, LLC 0.40% Add +1.0% 6,853 $1.5M
Cambridge Advisors Inc. 0.34% Add +0.0% 6,839 $1.5M
New Wave Wealth Advisors LLC 0.62% Reduce -24.2% 6,837 $1.5M
Childress Capital Advisors, LLC 0.42% Reduce -28.5% 6,836 $1.5M
Beirne Wealth Consulting Services, LLC 0.54% Add +22.6% 6,829 $1.5M
MBL Wealth, LLC 0.15% Reduce -0.7% 6,824 $1.5M
Lake Hills Wealth Management, LLC 1.03% New 6,819 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -96.7% 6,805 $1.5M
Regal Investment Advisors LLC 0.11% Reduce -46.1% 6,771 $1.5M
Presidio Capital Management, LLC 0.80% Add +19.2% 6,767 $1.5M
Mgo One Seven LLC 0.06% Add +1.6% 6,745 $1.5M
Plum Street Advisors, LLC 0.73% Reduce -0.9% 6,729 $1.5M
Enclave Advisors LLC 0.24% Reduce -1.6% 6,711 $1.5M
Florida Trust Wealth Management Co 0.05% Add +22.8% 6,707 $1.5M
Retirement Planning Group, LLC 0.07% Reduce -6.1% 6,689 $1.5M
Stonegate Investment Group, LLC 0.04% Reduce -21.5% 6,684 $1.5M
626 Financial, LLC 0.80% Add +27.5% 6,681 $1.5M
Migdal Insurance & Financial Holdings Ltd. 0.02% Add +81.6% 6,679 $1.5M
U.S. Capital Wealth Advisors, LLC 0.05% Add +165.7% 6,680 $1.5M
L.M. Kohn & Company 0.38% Add +1.3% 6,665 $1.5M
XTX Topco Ltd 0.12% Add +35.2% 6,618 $1.5M
Sage Rhino Capital LLC 0.32% No change 6,603 $1.5M
SigFig Wealth Management, LLC 0.05% Reduce -0.2% 6,587 $1.5M
Orgel Wealth Management, LLC 0.04% Add +0.1% 6,550 $1.4M
Objective Capital Management, LLC 0.97% Reduce -38.7% 6,550 $1.4M
Pointe Capital Management LLC 0.83% Add +4.7% 6,528 $1.4M
Coordinated Financial Services, Inc. 1.14% — 6,507 $1.4M
Allen Investment Management, LLC 0.02% No change 6,500 $1.4M
Community Bank, N.A. 0.18% Reduce -0.7% 6,486 $1.4M
Evernest Financial Advisors, LLC 0.37% Reduce -4.6% 6,464 $1.4M
Perennial Investment Advisors, LLC 0.17% Add +2.4% 6,448 $1.4M
Advance Capital Management, Inc. 0.07% Add +1.8% 6,443 $1.4M
Fiducient Advisors LLC 0.18% Reduce -24.6% 6,436 $1.4M
Debussy Capital Management LP 0.22% Add +1.5% 6,271 $1.4M
Steel Grove Capital Advisors, LLC 0.20% Reduce -0.4% 6,428 $1.4M
Napatree Capital LLC 0.83% Add +32.6% 6,425 $1.4M
Grassi Investment Management 0.12% Add +7.0% 6,417 $1.4M
Pacific Financial Group Inc. 1.05% Reduce -16.1% 6,399 $1.4M
Boston Family Office LLC 0.10% No change 6,362 $1.4M
Arcus Capital Partners, LLC 0.44% Add +53.2% 6,662 $1.4M
Plan Group Financial, LLC 0.74% Reduce -3.4% 6,338 $1.4M
Maxele Advisors, LLC 1.33% — 6,332 $1.4M
Good Life Advisors, LLC 0.10% Reduce -77.9% 6,327 $1.4M
Ancora Advisors LLC 0.03% Reduce -7.2% 6,306 $1.4M
SlateStone Wealth, LLC 0.14% Reduce -0.5% 6,296 $1.4M
Farmers National Bank 0.41% — 6,291 $1.4M
Cannell & Spears LLC 0.03% Reduce -27.2% 6,280 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% Reduce -2.0% 6,267 $1.4M
Teachers Insurance & Annuity Association of America 1.83% No change 6,262 $1.4M
Runnymede Capital Advisors, Inc. 1.21% — 6,258 $1.4M
IAM Advisory, LLC 0.35% Add +0.6% 6,244 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Add +2.7% 6,244 $1.4M
FNY Investment Advisers, LLC 0.72% Reduce -68.6% 6,234 $1.4M
Agate Pass Investment Management, LLC 0.62% Add +109.9% 6,210 $1.4M
Mirabella Financial Services LLP 0.13% New 6,200 $1.4M
MIdWestOne Financial Group, Inc. 0.19% Reduce -1.1% 6,198 $1.4M
Strategies Wealth Advisors, LLC 0.17% Add +54.6% 6,022 $1.4M
Highland Capital Management, LLC 0.08% Reduce -2.2% 6,165 $1.4M
MPS Loria Financial Planners, LLC 0.40% Reduce -13.9% 6,150 $1.4M
Davis Investment Partners, LLC 0.57% Add +0.0% 6,232 $1.4M
Betterment LLC 0.00% Add +10.8% 6,110 $1.4M
Callan Capital, LLC 0.10% Add +0.5% 6,106 $1.3M
St Germain D J Co. Inc. 0.06% Add +0.4% 6,104 $1.3M
Seneca House Advisors 0.53% New 6,075 $1.3M
Middleton & Co. Inc. 0.15% Reduce -8.4% 6,075 $1.3M
Eq LLC 0.63% Add +0.1% 6,062 $1.3M
Monetary Management Group Inc. 0.35% Add +0.9% 6,052 $1.3M
Obermeyer Wealth Partners 0.07% Add +1.9% 6,048 $1.3M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -6.3% 6,050 $1.3M
Curtis Advisory Group, LLC 0.35% Add +16.5% 6,030 $1.3M
Lifestyle Asset Management, Inc. 0.72% Add +2.0% 6,015 $1.3M
Segment Wealth Management, LLC 0.09% No change 5,996 $1.3M
Bernard Wealth Management Corp. 0.62% — 5,988 $1.3M
Intellectus Partners, LLC 0.29% Reduce -15.5% 5,984 $1.3M
Ellenbecker Investment Group 0.24% Add +0.4% 5,980 $1.3M
First Business Financial Services, Inc. 0.13% No change 5,923 $1.3M
Motiv8 Investments LLC 0.92% Add +18.9% 5,915 $1.3M
Tyche Wealth Partners LLC 0.28% Add +0.3% 5,904 $1.3M
Tortoise Investment Management, LLC 0.14% No change 5,898 $1.3M
Waldron Private Wealth LLC 0.05% Reduce -0.3% 5,879 $1.3M
Eagle Harbor Asset Management Inc. 1.30% Reduce -1.1% 5,860 $1.3M
Arthur M. Cohen & Associates, LLC 0.23% Add +0.2% 5,858 $1.3M
Power Wealth Management LLC 0.54% Reduce -3.2% 5,855 $1.3M
Richard W. Paul & Associates, LLC 0.47% Reduce -9.2% 5,845 $1.3M
Fermata Advisors, LLC 0.24% Reduce -21.8% 5,800 $1.3M
NBW Capital LLC 0.24% Add +4.1% 5,785 $1.3M
Matrix Private Capital Group LLC 0.73% Add +1.3% 5,778 $1.3M
NorthRock Partners, LLC 0.04% Reduce -73.0% 5,765 $1.3M
Midland Wealth Advisors, LLC 0.08% Reduce -25.7% 5,720 $1.3M
Intrust Bank NA 0.13% Reduce -1.3% 5,715 $1.3M
Wealth Watch Advisors, INC 0.79% — 5,710 $1.3M
Guyasuta Investment Advisors Inc. 0.08% Add +12.2% 5,705 $1.3M
Arcadia Investment Management Corp. 0.20% Reduce -8.1% 5,681 $1.3M
EverSource Wealth Advisors, LLC 0.07% Reduce -2.9% 5,637 $1.2M
Pinnacle Bancorp, Inc. 0.40% Reduce -1.1% 5,633 $1.2M
Aurelius Family Office LLC 0.63% — 5,629 $1.2M
Aprio Wealth Management, LLC 0.18% Add +3.0% 5,614 $1.2M
Baldwin Wealth Partners LLC 0.09% No change 5,609 $1.2M
Confluence Wealth Services, Inc. 0.08% Add +0.7% 5,401 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.09% Reduce -2.1% 5,599 $1.2M
Prosperity Wealth Management, Inc. 0.51% New 5,591 $1.2M
HBK Sorce Advisory LLC 0.04% Add +7.5% 5,582 $1.2M
Signaturefd, LLC 0.02% Add +5.3% 5,578 $1.2M
Delta Investment Management, LLC 0.24% Reduce -41.0% 5,568 $1.2M
EFG Asset Management (Americas) Corp. 0.24% Add +0.1% 5,543 $1.2M
Stonebridge Capital Advisors LLC 0.10% Add +0.7% 5,536 $1.2M
1900 Wealth Management LLC 0.10% Reduce -0.1% 5,535 $1.2M
CM Wealth Advisors LLC 0.40% Add +0.8% 5,531 $1.2M
Huntleigh Advisors, Inc. 0.26% — 5,528 $1.2M
Summit Financial Strategies, Inc. 0.13% Reduce -0.3% 5,526 $1.2M
Cape Ann Savings Bank 0.72% Reduce -1.9% 5,514 $1.2M
Geneva Partners, LLC 0.49% Reduce -2.5% 5,509 $1.2M
Charter Oak Capital Management, LLC 0.11% Reduce -4.9% 5,468 $1.2M
MainStreet Investment Advisors LLC 0.17% Reduce -0.6% 5,454 $1.2M
Powell Investment Advisors, LLC 0.56% Add +0.1% 5,454 $1.2M
Compass Ion Advisors, LLC 0.14% Add +0.1% 5,445 $1.2M
1858 Wealth Management, LLC 0.95% Add +32.1% 5,431 $1.2M
Southern Capital Advisors, LLC 0.66% Add +1.6% 5,427 $1.2M
Paloma Partners Management Co 0.11% Reduce -93.4% 5,400 $1.2M
SageView Advisory Group, LLC 0.05% Add +205.4% 5,391 $1.2M
Stephenson & Company, Inc. 0.80% No change 5,376 $1.2M
Strategic Advisors LLC 0.21% Add +4.2% 5,359 $1.2M
Eastern Bank 0.02% Reduce -3.0% 5,356 $1.2M
Ascent Capital Management, LLC 1.20% — 5,332 $1.2M
Brady Family Wealth, LLC 0.36% Add +3.4% 5,330 $1.2M
NINE MASTS CAPITAL Ltd 0.23% Reduce -70.9% 5,300 $1.2M
Cardiff Park Advisors, LLC 0.11% Add +0.1% 5,289 $1.2M
Evanson Asset Management, LLC 0.08% Add +7.6% 5,285 $1.2M
Global Financial Private Client, LLC 0.44% No change 5,251 $1.2M
Catalyst Financial Partners LLC 0.22% Reduce -0.7% 5,247 $1.2M
Fiera Capital Corp 0.00% Add +0.0% 5,240 $1.2M
LCNB Corp. 0.42% Add +1.2% 5,238 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -3.0% 5,237 $1.2M
Pitti Group Wealth Management, LLC 1.17% Reduce -36.2% 5,228 $1.2M
Northeast Planning Associates, Inc. / NH / 1.20% — 5,226 $1.2M
Private Portfolio Partners LLC 0.21% Add +0.0% 5,225 $1.2M
Neumann Capital Management, LLC 0.38% No change 5,208 $1.2M
Olympiad Research LP 1.19% Reduce -55.0% 5,176 $1.1M
Heritage Wealth Advisors 0.06% Reduce -0.7% 5,157 $1.1M
Townsend Asset Management Corp. /NC/ 0.42% Add +0.2% 5,144 $1.1M
Fragasso Financial Advisors Inc 0.09% Add +0.1% 5,142 $1.1M
Colorado Capital Management, Inc. 0.55% Reduce -5.0% 5,140 $1.1M
Breakwater Capital Group 0.23% Add +8.1% 5,134 $1.1M
Sightline Wealth Advisors, LLC 0.61% Add +0.3% 5,130 $1.1M
American National Bank & Trust 0.13% Add +12.3% 5,124 $1.1M
Sharkey, Howes & Javer 0.16% Add +7.7% 5,113 $1.1M
White Pine Capital LLC 0.38% Add +2.0% 5,079 $1.1M
Caitlin John, LLC 0.76% Add +46.4% 5,066 $1.1M
Whitegate Investment Counselors, Inc. 0.38% Add +0.1% 5,049 $1.1M
Flagship Private Wealth, LLC 0.54% Add +61.6% 5,050 $1.1M
Mechanics Bank Trust Department 0.15% Reduce -2.3% 5,042 $1.1M
Mizuho Markets Americas LLC 0.02% Reduce -36.6% 5,020 $1.1M
Horan Securities, Inc. 0.42% Add +0.3% 5,011 $1.1M
Moody Aldrich Partners LLC 0.20% New 5,006 $1.1M
Galilei Investment Office LLP 0.56% — 5,000 $1.1M
Nvest Financial, LLC 0.56% Add +4.1% 4,987 $1.1M
Naples Global Advisors, LLC 0.10% Add +5.6% 4,980 $1.1M
Savvy Advisors, Inc. 0.13% Add +1.1% 4,980 $1.1M
Excalibur Management Corp. 0.44% Add +7.9% 4,975 $1.1M
CENTRAL TRUST Co 0.03% Add +8.2% 4,966 $1.1M
Washington Trust Bank 0.11% Add +2.9% 4,966 $1.1M
Madrona Financial Services, LLC 0.30% New 4,959 $1.1M
Moody LYNN Lieberson & Walker, LLC 0.07% Reduce -4.5% 4,956 $1.1M
17 Capital Partners, LLC 0.69% Add +1.6% 4,927 $1.1M
Canopy Partners, LLC 0.42% Reduce -10.5% 4,924 $1.1M
Bragg Financial Advisors, Inc 0.04% No change 4,922 $1.1M
Well Done, LLC 0.20% No change 4,919 $1.1M
Wealthfront Advisers LLC 0.00% Add +62.0% 4,914 $1.1M
CWC Advisors, LLC. 1.08% Reduce -1.4% 4,903 $1.1M
Samalin Investment Counsel, LLC 0.47% Add +113.1% 4,895 $1.1M
HCR Wealth Advisors 0.14% Add +1.9% 4,889 $1.1M
Benchmark Investment Advisors LLC 0.70% Add +144.4% 4,888 $1.1M
Camelot Technology Advisors, Inc. 0.98% Add +0.3% 4,887 $1.1M
Keeley-Teton Advisors, LLC 0.13% Add +4.0% 4,874 $1.1M
Fairway Wealth LLC 0.48% Reduce -3.9% 4,869 $1.1M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.40% Reduce -4.8% 4,683 $1.1M
Zions Bancorporation, N.A. 0.07% No change 4,848 $1.1M
Parthenon LLC 0.13% No change 4,847 $1.1M
SOA Wealth Advisors, LLC. 0.20% Add +12.9% 4,841 $1.1M
Cedar Mountain Advisors, LLC 0.23% Reduce -3.8% 4,838 $1.1M
St. Clair Advisors, LLC 0.31% Add +135.6% 4,834 $1.1M
Lowery Thomas, LLC 0.69% Add +0.3% 4,818 $1.1M
DHK Financial Advisors, Inc. 0.64% Reduce -0.2% 4,793 $1.1M
Fairfield, Bush & Co. 0.62% Add +49.2% 4,790 $1.1M
Birinyi Associates Inc. 0.29% Reduce -8.0% 4,772 $1.1M
SC&H Financial Advisors, Inc. 0.22% Add +0.1% 4,769 $1.1M
Bond & Devick Financial Network, Inc. 0.45% No change 4,768 $1.1M
Mittelman Wealth Management 0.98% New 4,755 $1.1M
Cypress Capital Group 0.13% Reduce -17.8% 4,747 $1.0M
Philadelphia Trust Co. 0.08% Reduce -0.3% 4,743 $1.0M
Toth Financial Advisory Corp. 0.12% Add +23.9% 4,724 $1.0M
WealthShield Partners, LLC 0.15% Reduce -31.0% 4,718 $1.0M
Viawealth, LLC 0.63% No change 4,718 $1.0M
AtlasMark Financial, Inc 0.95% No change 4,700 $1.0M
Madrid Financial Services 0.82% — 4,683 $1.0M
Core Wealth Advisors, Inc. 0.34% Add +0.8% 4,674 $1.0M
Key Financial Inc 0.23% Add +1.7% 4,667 $1.0M
Eagle Global Advisors LLC 0.04% Add +2.2% 4,667 $1.0M
Gsa Capital Partners LLP 0.08% Add +27.8% 4,667 $1.0M
Moisand Fitzgerald Tamayo, LLC 0.14% Reduce -3.0% 4,643 $1.0M
Polymer Capital Management (HK) LTD 0.18% Reduce -50.9% 4,640 $1.0M
Tandem Financial, LLC 1.11% — 4,639 $1.0M
Aegis Wealth Management LLC 0.69% — 4,600 $1.0M
Wade Financial Advisory, Inc 0.34% No change 4,598 $1.0M
AmeriServ Wealth Advisors 0.55% — 4,598 $1.0M
Hickory Point Bank & Trust 0.90% — 4,578 $1.0M
Narus Financial Partners, LLC 0.34% Reduce -15.5% 4,533 $1.0M
Next Capital Management LLC 0.41% No change 4,515 $998K
Whalerock Point Partners, LLC 0.24% Add +11.4% 4,508 $996K
Black Swift Group, LLC 0.21% Reduce -77.7% 4,500 $994K
Magnolia Capital Advisors LLC 0.26% Add +2.5% 4,490 $992K
Monograph Wealth Advisors, LLC 0.13% No change 4,472 $988K
Advisors Capital Management, LLC 0.02% Add +38.6% 4,466 $987K
JSF Financial, LLC 0.26% Reduce -0.8% 4,450 $983K
Wealth Dimensions Group, Ltd. 0.24% Add +31.6% 4,440 $981K
Gen-Wealth Partners Inc 0.42% Add +2.9% 4,433 $980K
Brown, Lisle/Cummings, Inc. 0.29% Add +13.4% 4,430 $979K
BBR Partners, LLC 0.07% Reduce -31.4% 4,425 $978K
Broadview Financial Management, LLC 0.69% Add +1.5% 4,396 $971K
Atlas Brown,Inc. 0.33% Reduce -0.6% 4,393 $971K
Freedom Investment Management, Inc. 0.08% Add +7.5% 4,386 $969K
Aft, Forsyth & Company, Inc. 0.47% Add +0.0% 4,378 $967K
Blue Sky Capital Consultants Group, Inc. 0.58% — 4,374 $966K
Vista Investment Partners Ii, LLC 0.57% — 4,372 $966K
SBI Securities Co., Ltd. 0.03% — 4,371 $966K
HFG Advisors, Inc. 0.84% Add +4.0% 4,370 $966K
McDonald Partners LLC 0.25% Reduce -10.1% 4,366 $965K
STAR Financial Bank 0.69% Reduce -41.7% 4,360 $963K
Collective Family Office LLC 0.26% No change 4,357 $963K
Sugarloaf Wealth Management, LLC 0.18% Reduce -0.3% 4,355 $962K
Tranquility Partners, LLC 0.36% Reduce -1.1% 4,289 $961K
LaSalle St. Investment Advisors, LLC 0.30% Add +10.7% 4,349 $961K
Morton Brown Family Wealth, LLC 0.33% Reduce -7.7% 4,346 $960K
Headland Capital, LLC 0.33% — 4,337 $958K
FDx Advisors, Inc. 0.28% Add +19.0% 4,329 $957K
NorthCrest Asset Manangement, LLC 0.03% Add +6.7% 4,331 $957K
CFO4Life Group, LLC 0.17% No change 4,314 $953K
Nations Financial Group Inc, /Ia/ 0.07% Add +6.4% 4,311 $953K
Seros Financial, LLC 0.86% — 4,687 $951K
USA Financial Formulas 0.15% Reduce -5.4% 4,288 $947K
Verum Partners LLC 0.27% Reduce -0.0% 4,276 $945K
Mattern Wealth Management LLC 0.21% Reduce -0.6% 4,252 $940K
Van Cleef Asset Management,Inc 0.10% No change 4,247 $938K
Pachira Investments Inc. 0.57% New 4,251 $938K
Capital Investment Advisors, LLC 0.02% Reduce -1.8% 4,230 $935K
Bank of New Hampshire 0.24% Reduce -0.4% 4,210 $930K
Total Investment Management Inc. 0.13% New 4,188 $925K
Angeles Wealth Management, LLC 0.08% No change 4,181 $924K
General Partner, Inc. 0.56% No change 4,176 $923K
Breed's Hill Capital LLC 0.48% Reduce -1.1% 4,160 $919K
NCM Capital Management, LLC 0.41% No change 4,160 $919K
Smith Shellnut Wilson LLC 0.41% Reduce -0.2% 4,159 $919K
Rf&l Wealth Management, LLC 0.65% No change 4,156 $918K
Morris Financial Concepts, Inc. 0.39% Reduce -0.1% 4,154 $918K
Marshall Financial Group Inc. 0.28% Reduce -4.4% 4,147 $916K
Sheaff Brock Investment Advisors, LLC 0.08% Add +12.2% 4,145 $916K
Heartwood Wealth Advisors LLC 0.10% No change 4,135 $914K
Elgethun Capital Management 0.22% No change 4,129 $912K
VeraBank, N.A. 0.26% Reduce -4.4% 4,098 $905K
Thrive Wealth Management, LLC 0.16% Add +26.1% 4,069 $899K
Koshinski Asset Management, Inc. 0.08% Reduce -5.3% 4,065 $898K
Rockbridge Investment Management, LCC 0.12% Add +19.2% 4,063 $898K
Sage Mountain Advisors LLC 0.07% Reduce -0.8% 4,052 $895K
Blackston Financial Advisory Group, LLC 0.44% Reduce -2.9% 4,031 $891K
Kickstand Ventures, Llc. 0.23% Add +10.1% 4,011 $886K
Tompkins Financial Corp. 0.08% Add +0.9% 4,001 $884K
Glaxis Capital Management, LLC 2.45% New 4,000 $884K
Montgomery Investment Management Inc. 0.35% No change 4,000 $884K
CSS LLC 0.17% New 4,000 $884K
HTLF Bank 0.10% Add +2.8% 3,992 $882K
Northwest Wealth Management, LLC 0.19% No change 3,971 $877K
Fisher Asset Management 0.00% Add +17.3% 3,967 $877K
Savior LLC 5.02% Reduce -0.2% 3,967 $877K
Moulton Wealth Management, Inc. 0.67% Add +55.4% 3,945 $872K
Navalign, LLC 0.26% Reduce -2.3% 3,943 $871K
Investment Partners, LTD. 0.36% No change 3,940 $871K
Activest Wealth Management 0.24% Reduce -26.0% 3,933 $869K
Jackson Hole Capital Partners, LLC 0.17% No change 3,918 $866K
AlphaMark Advisors, LLC 0.37% Add +584.8% 3,910 $864K
Caldwell Trust Co 0.09% Reduce -17.3% 3,885 $858K
American Financial Advisors, LLC 0.12% Reduce -21.0% 3,873 $856K
Palisades Hudson Asset Management, L.P. 0.36% Reduce -1.3% 3,858 $853K
Ironwood Financial, llc 0.18% Reduce -4.1% 3,859 $853K
GAMMA Investing LLC 0.07% Add +39.5% 3,853 $851K
Lake Street Private Wealth, LLC 0.14% Reduce -16.0% 3,853 $851K
Schrum Private Wealth Management LLC 0.72% New 3,848 $850K
Ofc Financial Planning, LLC 0.89% — 3,839 $848K
Uptown Financial Advisors LLC 0.91% — 3,832 $847K
Americana Partners, LLC 0.03% Reduce -73.2% 3,815 $843K
Sachetta, LLC 0.33% Add +0.0% 3,814 $843K
First Interstate Bank 0.05% Reduce -11.5% 3,804 $841K
MidAtlantic Capital Management, Inc. 0.61% No change 3,800 $840K
Simplicity Wealth,LLC 0.18% Reduce -39.0% 3,800 $840K
Infrastructure Capital Advisors, LLC 0.14% Reduce -59.5% 3,792 $838K
Howard Wealth Management, LLC 0.45% Reduce -10.5% 3,785 $836K
Vista Capital Partners, Inc. 0.10% No change 3,777 $835K
Libra Wealth LLC 0.32% No change 3,775 $834K
Topsail Wealth Management, LLC 0.18% — 3,775 $834K
Monterey Private Wealth, Inc. 0.27% Add +3.7% 3,757 $830K
Evensky & Katz LLC 0.05% Add +0.2% 3,741 $827K
Lutz Financial Services LLC 0.07% Add +3.2% 3,727 $824K
Prairie Wealth Advisors, Inc. 0.40% Add +6.0% 3,726 $823K
Woodmont Investment Counsel LLC 0.06% Reduce -0.5% 3,723 $823K
Pure Financial Advisors, LLC 0.02% Add +0.8% 3,716 $821K
BridgePort Financial Solutions, LLC 0.37% — 3,855 $819K
Worth Asset Management, LLC 0.44% New 3,700 $818K
CVFG LLC 0.75% — 3,697 $817K
Atlas Private Wealth Advisors 0.12% Reduce -4.4% 3,670 $811K
Cassaday & Co Wealth Management LLC 0.02% Reduce -7.5% 3,657 $808K
Csenge Advisory Group 0.04% Reduce -29.7% 3,648 $806K
Forum Financial Management, LP 0.01% Add +13.6% 3,647 $806K
Axecap Investments, LLC 0.61% Add +0.4% 3,647 $806K
Alerus Financial NA 0.06% Reduce -0.6% 3,645 $805K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -4.3% 3,552 $805K
Diversify Wealth Management, LLC 0.06% Add +294.3% 3,710 $804K
Colonial Trust Advisors 0.07% No change 3,630 $802K
Antonelli Financial Advisors, LLC 0.68% — 3,623 $801K
Cooper/Haims Advisors, LLC 0.45% Reduce -2.2% 3,621 $800K
FSC Wealth Advisors, LLC 0.51% Add +21.8% 3,620 $800K
Bill Few Associates, Inc. 0.28% No change 3,615 $799K
Milestone Asset Management, LLC 0.18% Add +256.3% 3,613 $798K
Missouri Trust & Investment Co 0.28% Add +1.2% 3,606 $797K
Victory Financial Group, LLC 0.21% — 3,604 $796K
Francis Financial, Inc. 0.20% Reduce -3.1% 3,594 $794K
Sentry LLC 0.15% Reduce -3.9% 3,585 $792K
Stratos Investment Management, LLC 0.05% Reduce -14.9% 3,583 $792K
First County Bank 0.44% Add +4.0% 3,576 $790K
SeaCrest Wealth Management, LLC 0.08% Add +0.4% 3,572 $789K
Andrews, Lucia Wealth Management LLC 0.53% No change 3,570 $789K
Private Management Group Inc. 0.03% No change 3,564 $788K
Elyxium Wealth, LLC 0.48% Add +16.4% 3,556 $786K
Autumn Glory Partners, LLC 0.38% Reduce -10.0% 3,545 $783K
Strategic Financial Concepts, LLC 0.15% Add +5.7% 3,543 $783K
Aveo Capital Partners, LLC 0.09% Reduce -49.8% 3,540 $782K
Stillwater Capital Advisors, LLC 0.10% Add +2.8% 3,506 $775K
Verus Capital Partners, LLC 0.07% Add +27.3% 3,484 $770K
Optivise Advisory Services LLC 0.41% Add +41.3% 3,482 $769K
2UniFi Bank 0.51% — 3,482 $769K
Windsor Capital Management, LLC 0.23% Reduce -8.1% 3,481 $769K
Peoples Bank 0.53% Add +1.3% 3,478 $768K
Trek Financial, LLC 0.06% Reduce -2.0% 3,472 $767K
Kovack Advisors, Inc. 0.08% Add +1.8% 3,471 $767K
Accel Wealth Management 0.29% Reduce -1.2% 3,453 $763K
Investment Partners Asset Management, Inc. 0.60% Add +0.4% 3,449 $762K
Tritonpoint Wealth, LLC 0.07% Add +2.7% 3,444 $761K
Stelac Advisory Services LLC 0.30% Add +47.9% 3,442 $761K
Brendel Financial Advisors LLC 0.46% Reduce -0.9% 3,441 $760K
First Nebraska Trust Co 0.07% No change 3,435 $759K
Ritter Daniher Financial Advisory LLC / DE 0.21% Add +6.0% 3,434 $759K
Calton & Associates, Inc. 0.34% Reduce -75.9% 3,433 $758K
Columbia Bank 0.26% Add +235.6% 3,447 $757K
Acorn Financial Advisory Services Inc. 0.12% Add +0.1% 3,425 $757K
J.Safra Asset Management Corp 0.06% New 3,429 $757K
Fort Sheridan Advisors LLC 0.11% Reduce -1.8% 3,420 $756K
First American Bank 0.05% Add +0.4% 3,419 $755K
Wealthcare Capital Management LLC 0.08% Add +207.7% 3,418 $755K
Personal Cfo Solutions, LLC 0.15% Add +1.2% 3,412 $754K
PGIM Custom Harvest LLC 0.01% Add +6.4% 3,405 $752K
Pullen Investment Management, LLC 0.49% New 3,402 $752K
Camarda Financial Advisors, LLC 0.28% New 3,401 $751K
BigSur Wealth Management LLC 0.21% Reduce -70.3% 3,400 $751K
Rialto Wealth Management, LLC 0.25% — 3,397 $751K
Richmond Investment Services, LLC 0.42% — 3,391 $749K
Johnson & White Wealth Management, LLC 0.45% New 3,387 $749K
Money Concepts Capital Corp. 0.06% Add +58.2% 3,389 $749K
Readystate Asset Management LP 0.06% New 3,384 $748K
Coastwise Capital Group, LLC 0.60% Add +13.4% 3,384 $748K
Linscomb Wealth, Inc. 0.04% Reduce -1.7% 3,381 $747K
Adell Harriman & Carpenter Inc. 0.05% Reduce -1.7% 3,377 $746K
Hennion & Walsh Asset Management, Inc. 0.03% No change 3,370 $745K
Allegheny Financial Group 0.19% Add +40.1% 3,357 $742K
L & S Advisors Inc 0.09% Add +0.3% 3,357 $742K
Formidable Asset Management, LLC 0.12% No change 3,355 $741K
Stanich Group LLC 0.55% — 3,353 $741K
RPG Investment Advisory, LLC 0.10% Add +7.2% 3,353 $741K
Permanent Capital Management, LP 0.23% — 3,352 $741K
Occidental Asset Management, LLC 0.12% No change 3,345 $739K
Thoroughbred Financial Services, LLC 0.04% Reduce -3.8% 3,333 $736K
Investors Research Corp 0.16% No change 3,320 $734K
Wealthgarden F.S. LLC 0.69% Add +25.1% 3,317 $733K
Strategic Blueprint, LLC 0.04% Add +1.3% 3,313 $732K
Procyon Advisors, LLC 0.05% Add +2.4% 3,307 $731K
Millstone Evans Group, LLC 0.50% — 3,306 $730K
Seven Mile Advisory 0.47% No change 3,300 $729K
O'Brien Greene & Co. Inc 0.24% Add +0.5% 3,297 $729K
Roehl & Yi Investment Advisors, LLC 0.40% — 26,577 $728K
CRA Financial Services, LLC 0.12% Reduce -1.8% 3,290 $727K
High Probability Advisors, LLC 0.13% No change 3,275 $724K
Legal & General Group Plc 0.00% Add +20.2% 3,272 $723K
Rothschild Wealth LLC 0.21% Add +98.4% 3,266 $722K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.15% Reduce -11.7% 3,262 $721K
Heritage Trust Co 0.08% — 3,262 $721K
American Investment Services, Inc. 0.13% No change 3,260 $720K
Stage Harbor Financial, LLC 0.63% No change 3,259 $720K
Insight 2811, Inc. 0.37% Add +127.4% 3,257 $720K
JDM Financial Group LLC 0.37% Reduce -0.5% 3,255 $719K
Baron Wealth Management LLC 0.34% Add +0.3% 3,248 $718K
Dana Investment Advisors, Inc. 0.02% Add +18.3% 3,239 $716K
360 Financial, Inc. 0.26% Add +43.1% 3,235 $715K
Marcum Wealth, LLC 0.06% Add +14.7% 3,233 $714K
Alpha Advisors, LLC 0.74% — 3,233 $714K
Center for Financial Planning, Inc. 0.10% No change 3,230 $714K
Cascade Financial Partners, LLC 0.09% Add +7.2% 3,229 $713K
Interchange Capital Partners, LLC 0.26% Add +0.6% 3,228 $713K
Bigelow Investment Advisors, LLC 0.33% Add +4.5% 3,222 $712K
NWK Group, Inc. 0.27% Add +7.1% 3,204 $708K
Traynor Capital Management, Inc. 0.05% Add +115.5% 3,204 $708K
Elite Financial, Inc. 0.38% — 3,201 $707K
Douglass Winthrop Advisors, LLC 0.01% No change 3,198 $707K
Shared Vision Wealth Group LLC 0.37% No change 3,185 $704K
McGuire Investment Group, LLC 0.10% No change 3,185 $704K
Granite Bay Wealth Management, LLC 0.26% New 3,178 $702K
M. Kraus & Co 0.21% No change 3,175 $702K
Donaldson Capital Management, LLC 0.03% Add +0.2% 3,174 $701K
CGN Advisors LLC 0.07% Reduce -2.5% 3,170 $700K
Vawter Financial, Ltd. 0.42% Reduce -9.6% 3,158 $698K
Biltmore Family Office, LLC 0.12% Reduce -5.5% 3,158 $698K
Capital Asset Advisory Services LLC 0.03% Reduce -1.7% 3,109 $698K
J. Safra Sarasin Holding AG 0.01% Add +23.5% 3,150 $696K
Hoxton Planning & Management, LLC 0.27% No change 3,149 $696K
Hudson Portfolio Management LLC 0.68% Add +20.3% 3,148 $696K
Clarius Group, LLC 0.05% No change 3,141 $694K
Kolinsky Wealth Management, LLC 0.42% Add +16.2% 3,136 $693K
Copia Wealth Management 0.66% — 3,135 $693K
Central Valley Advisors, LLC 0.31% Reduce -93.7% 3,125 $691K
Flaharty Asset Management, LLC 0.10% Add +110.4% 3,122 $690K
Smith Anglin Financial, LLC 0.06% Add +0.3% 3,120 $689K
Ti-Trust, Inc. 0.46% Reduce -1.3% 3,117 $689K
Chancellor Financial Group WB LP 0.55% — 3,116 $689K
AAF Wealth Management, LLC 0.35% Reduce -0.5% 3,107 $687K
Balboa Wealth Partners 0.16% No change 3,106 $686K
BlueCrest Capital Management Ltd 0.04% New 3,100 $685K
Lion Street Advisors, LLC 0.22% Reduce -2.5% 3,097 $685K
Tilson Financial Group, Inc. 0.28% No change 3,089 $683K
Tyler-Stone Wealth Management 0.12% Reduce -0.6% 3,090 $683K
Inspire Advisors, LLC 0.08% Add +3.6% 3,087 $682K
Pioneer Trust Bank N A 0.17% No change 3,085 $682K
Schneider Downs Wealth Management Advisors, LP 0.13% Reduce -1.3% 3,084 $681K
Bearing Point Capital, LLC 0.14% — 3,082 $681K
Acima Private Wealth, LLC 0.23% No change 3,081 $681K
SK Wealth Management, LLC 0.35% No change 3,080 $680K
Grantvest Financial Group LLC 0.76% — 3,075 $679K
JNBA Financial Advisors 0.07% Add +19.6% 3,070 $678K
RoundAngle Advisors LLC 0.64% — 3,055 $675K
Cadence Bank 0.05% Add +0.4% 3,052 $674K
SouthState Bank Corp 0.04% Reduce -2.8% 3,040 $672K
Ballew Advisors, Inc 0.43% Reduce -1.5% 3,091 $671K
RPS Advisory Solutions LLC 0.42% Add +2.9% 3,038 $671K
Cultivar Capital, Inc. 0.59% Add +0.1% 3,036 $671K
Insight Advisors, LLC/ PA 0.11% Add +8.2% 3,024 $668K
Sard Wealth Management Group, LLC 0.45% Reduce -2.5% 3,019 $667K
Certified Advisory Corp 0.07% Add +0.8% 3,015 $666K
Gilliland Jeter Wealth Management LLC 0.22% No change 3,015 $666K
Tiemann Investment Advisors, LLC 0.30% Reduce -3.1% 3,009 $665K
Ami Investment Management Inc. 0.22% New 3,001 $663K
Defender Capital, LLC. 0.24% No change 3,000 $663K
AlphaCore Capital LLC 0.14% Add +12.8% 2,997 $662K
Integral Investment Advisors, Inc. 0.21% Add +11.2% 2,996 $662K
Blodgett Wealth Advisors, LLC 0.52% No change 2,995 $662K
Exchange Bank 0.53% Add +0.7% 2,993 $661K
Vise Technologies, Inc. 0.06% Add +126.1% 2,991 $661K
Horrell Capital Management, Inc. 0.19% Add +71.9% 2,982 $659K
Narwhal Capital Management 0.06% Add +0.7% 2,981 $659K
Tennessee Valley Asset Management Partners 0.11% Add +15.3% 2,980 $658K
Leo Wealth, LLC 0.06% Add +27.8% 2,964 $655K
Live Oak Private Wealth LLC 0.11% No change 2,956 $653K
Goldstein Advisors, LLC 0.09% Reduce -3.1% 2,955 $653K
Westfuller Advisors, LLC 0.41% Reduce -4.7% 2,951 $652K
Clarkston Capital Partners, LLC 0.01% No change 2,950 $652K
RDA Financial Network 0.19% Reduce -0.1% 2,948 $651K
Clayton Financial Group LLC 0.23% Reduce -0.2% 2,947 $651K
Flagship Harbor Advisors, LLC 0.03% Add +43.2% 2,946 $651K
Bison Wealth, LLC 0.08% — 2,944 $650K
PUREfi Wealth, LLC 0.63% — 2,932 $648K
Mystic Asset Management, Inc. 0.17% Add +28.7% 2,930 $647K
Upper Left Wealth Management, LLC 0.55% Reduce -1.4% 2,924 $646K
Mma Asset Management LLC 0.28% Reduce -59.4% 2,899 $641K
TAGStone Capital, Inc. 0.31% Add +0.2% 2,894 $639K
Integris Wealth Management, LLC 0.18% Add +37.6% 2,890 $639K
Stockman Wealth Management, Inc. 0.10% Add +7.7% 2,886 $638K
Chesapeake Asset Management LLC 0.59% No change 2,886 $638K
Okabena Investment Services Inc. 0.18% Add +92.0% 2,880 $636K
SOL Capital Management CO 0.07% Reduce -3.7% 2,877 $636K
Cornerstone Select Advisors, LLC 0.61% — 2,873 $635K
Fortitude Family Office, LLC 0.23% Add +0.3% 2,869 $634K
Drexel Morgan & Co. 0.13% No change 2,866 $633K
Trust Co. of Oklahoma 0.20% No change 2,864 $633K
Arax Advisory Partners 0.04% Add +265.9% 2,861 $632K
Fortress Private Ledger, LLC 0.39% — 2,856 $631K
Jordan Park Group LLC 0.05% No change 2,855 $631K
Plan A Wealth LLC 0.58% — 2,849 $630K
Thomasville National Bank 0.05% No change 2,847 $629K
Financial Perspectives, Inc 0.21% Add +12.3% 2,843 $628K
Transform Wealth, LLC 0.03% Add +1.6% 2,841 $628K
Addison Capital Co 0.25% Reduce -18.2% 2,841 $628K
Integrated Investment Consultants, LLC 0.13% No change 2,837 $627K
TBH Global Asset Management, LLC 0.15% Add +6.0% 2,824 $624K
CacheTech Inc. 0.12% New 2,814 $622K
Security Benefit Life Insurance Co. 0.20% No change 2,800 $619K
Mirador Capital Partners LP 0.11% Add +22.7% 2,799 $618K
Pinkerton Wealth, LLC 0.09% Reduce -95.7% 2,794 $617K
Dynasty Wealth Management, LLC 0.01% Add +0.2% 2,786 $616K
Baldwin Investment Management, LLC 0.08% New 2,783 $615K
Blake Schutter Theil Wealth Advisors, LLC 0.65% No change 2,781 $614K
Capital Market Strategies LLC 0.35% Add +18.2% 2,769 $612K
Morse Asset Management, Inc 0.14% Add +32.4% 2,768 $612K
Riverwater Partners LLC 0.30% Reduce -73.6% 2,766 $611K
Trillium Asset Management, LLC 0.02% Add +31.3% 2,766 $611K
MB Generational Wealth, LLC 0.45% No change 2,760 $610K
First City Capital Management, Inc. 0.32% Add +2.6% 2,748 $607K
Vista Finance, LLC 0.62% New 2,734 $604K
Forza Wealth Management, LLC 0.28% No change 2,732 $604K
SkyOak Wealth, LLC 0.13% Add +15.1% 2,732 $604K
Wealth Architects, LLC 0.07% No change 2,729 $603K
Financial & Tax Architects, LLC 0.15% New 2,716 $600K
Penobscot Wealth Management 0.28% Add +36.2% 2,707 $598K
Edgestream Partners, L.P. 0.03% Add +79.1% 2,704 $597K
Mengis Capital Management, Inc. 0.12% No change 2,701 $597K
V2 Financial group LLC 0.36% Add +8.1% 2,693 $595K
Baker Avenue Asset Management, LP 0.02% Add +151.2% 2,693 $595K
M1 Capital Management LLC 0.32% — 2,690 $594K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +47.3% 2,689 $594K
Mainstay Capital Management LLC 0.09% Add +0.1% 2,679 $592K
GeoWealth Management, LLC 0.02% Add +118.0% 2,670 $590K
Thompson Davis & Co., Inc. 0.38% Reduce -17.1% 2,647 $585K
Winthrop Advisory Group LLC 0.07% Add +1.4% 2,638 $583K
ABLE Financial Group, LLC 0.17% Reduce -1.7% 2,637 $583K
FSM Wealth Advisors, LLC 0.14% Add +8.1% 2,595 $583K
United Community Bank 0.23% Add +0.4% 2,636 $582K
First Bank & Trust 0.11% Add +0.1% 2,631 $581K
Ullmann Wealth Partners Group, LLC 0.07% Add +0.0% 2,628 $581K
Plancorp, LLC 0.02% Add +5.2% 2,622 $579K
Significant Wealth Partners LLC 0.30% Add +40.7% 2,615 $578K
MKD Wealth Coaches, LLC 0.58% — 2,613 $577K
Canandaigua National Trust Co of Florida 0.45% No change 2,611 $577K
Plante Moran Financial Advisors, LLC 0.05% Add +18.1% 2,600 $575K
Lynch & Associates 0.12% No change 2,600 $574K
Journey Beyond Wealth, LLC 0.54% — 2,594 $573K
Financial Management Network Inc. 0.12% Reduce -0.3% 2,553 $573K
Frank, Rimerman Advisors LLC 0.04% No change 2,591 $573K
Shepherd Financial Partners LLC 0.07% No change 2,587 $572K
Wellington Shields Capital Management, LLC 0.10% No change 2,585 $571K
Chesley Taft & Associates LLC 0.03% Reduce -0.3% 2,585 $571K
Independent Wealth Network Inc. 0.23% Add +40.5% 2,582 $571K
SeaBridge Investment Advisors LLC 0.12% Add +2.7% 2,578 $570K
Lee Danner & Bass Inc. 0.05% Add +53.5% 2,576 $569K
PVG Asset Management Corp. 2.69% Add +57.5% 2,571 $568K
Destiny Wealth Partners, LLC 0.09% Add +24.1% 2,571 $568K
Main Street Financial Solutions, LLC 0.06% Add +2.5% 2,570 $568K
Urban Financial Advisory Corp 0.31% Add +0.3% 2,566 $567K
Consolidated Portfolio Review Corp 0.09% Add +52.3% 2,563 $566K
Bison Wealth, LLC 0.12% Reduce -2.5% 2,562 $566K
Vestmark Advisory Solutions, Inc. 0.02% New 2,557 $565K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% Reduce -0.6% 2,548 $563K
CenterStar Asset Management, LLC 1.23% Reduce -42.6% 2,539 $561K
Absolute Gestao de Investimentos Ltda. 0.24% New 2,530 $559K
Old Second National Bank of Aurora 0.13% No change 2,528 $559K
Everhart Financial Group, Inc. 0.11% Add +4.9% 2,526 $558K
Forte Capital LLC 0.06% Reduce -2.7% 2,517 $556K
Round Rock Advisors LLC 0.11% Reduce -12.5% 2,516 $556K
New Century Financial Group, LLC 0.24% Reduce -61.5% 2,469 $554K
Winthrop Capital Management, LLC 0.15% New 2,509 $554K
HBW Advisory Services LLC 0.06% Add +9.4% 2,506 $554K
Advus Financial Partners, LLC 0.16% No change 2,501 $553K
Signal Advisors Wealth, LLC 0.06% Add +33.6% 2,494 $551K
McCarthy & Cox 0.19% Reduce -8.2% 2,490 $550K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -0.1% 2,488 $550K
East Coast Asset Management, LLC. 0.18% No change 2,482 $548K
Raab & Moskowitz Asset Management LLC 0.13% No change 2,475 $547K
McAdam, LLC 0.03% Add +0.1% 2,474 $547K
Cyndeo Wealth Partners, LLC 0.04% Reduce -7.3% 2,472 $546K
Mascoma Wealth Management LLC 0.14% No change 2,463 $544K
Talon Private Wealth, LLC 0.11% Add +40.0% 2,446 $540K
Staley Capital Advisers Inc. 0.02% Add +0.0% 2,444 $540K
Beaton Management Co. Inc. 0.27% No change 2,445 $540K
KRS Capital Management, LLC 0.38% Add +9.9% 2,442 $540K
Flywheel Private Wealth LLC 0.50% — 2,439 $539K
Sonora Investment Management Group, LLC 0.04% Reduce -0.0% 2,439 $539K
Kondo Wealth Advisors, Inc. 0.27% — 2,422 $535K
MRP Capital Investments, LLC 0.49% Reduce -46.8% 2,420 $535K
Strategic Financial Services, Inc. 0.03% Reduce -8.6% 2,420 $535K
James J. Burns & Company, LLC 0.09% Add +0.8% 2,415 $534K
Lunt Capital Management, Inc. 0.21% Add +20.0% 2,406 $532K
Summit Securities Group LLC 0.20% New 2,400 $530K
PCA Investment Advisory Services Inc. 0.24% Reduce -24.7% 2,391 $528K
Financial Partners Group, Inc 0.08% Add +0.6% 2,386 $527K
Retirement Investment Advisors, Inc. 0.06% No change 2,384 $527K
Sax Wealth Advisors, LLC 0.04% Reduce -2.9% 2,383 $526K
Sollinda Capital Management LLC 0.14% Reduce -5.4% 2,378 $525K
Hohimer Wealth Management, LLC 0.10% Add +25.2% 2,378 $525K
Bluesphere Advisors LLC 0.26% Add +8.5% 2,372 $524K
Facet Wealth, Inc. 0.01% Reduce -8.8% 2,297 $519K
RFP Financial Group LLC 0.20% No change 2,348 $519K
TFG Advisers LLC 0.19% Add +0.3% 2,346 $518K
Evelyn Partners Investment Management LLP 0.02% — 2,345 $518K
Impact Capital Partners LLC 0.18% — 2,341 $517K
Principle Wealth Partners LLC 0.04% No change 2,329 $515K
Dearborn Partners LLC 0.02% No change 2,329 $515K
Arvest Investments, Inc. 0.08% Reduce -26.3% 2,329 $515K
Latitude Advisors, LLC 0.29% Add +0.8% 2,322 $513K
Arq Wealth Advisors, LLC 0.19% Reduce -0.6% 2,319 $512K
RiverFront Investment Group, LLC 0.01% Add +79.2% 2,313 $511K
Measured Risk Portfolios, Inc. 0.57% — 2,311 $511K
First PREMIER Bank 0.13% No change 2,307 $510K
Bar Harbor Wealth Management 0.03% No change 2,306 $510K
Watts Gwilliam & Co., LLC 0.11% Add +9.7% 2,284 $509K
Stone Summit Wealth LLC 0.17% No change 2,299 $508K
NFSG Corp 0.13% New 2,286 $505K
Ritholtz Wealth Management 0.01% Add +7.7% 2,276 $503K
Cherry Tree Wealth Management, LLC 0.12% Reduce -12.6% 2,270 $502K
Shelton Capital Management 0.01% Add +65.6% 2,270 $502K
Fiduciary Alliance LLC 0.05% Reduce -14.1% 2,267 $501K
Private Client Services, LLC 0.27% Add +11.3% 2,263 $500K
Ellis Investment Partners, LLC 0.10% Add +6.0% 2,260 $499K
Bramshill Investments, LLC 0.08% New 2,250 $497K
Israel Discount Bank of New York 0.36% Reduce -8.4% 2,246 $496K
Allstate Corp. 0.01% New 2,238 $495K
Denver PWM, LLC 0.19% Reduce -3.2% 2,237 $494K
Octavia Wealth Advisors, LLC 0.06% No change 2,235 $494K
Heritage Investment Group, Inc. 0.09% Reduce -6.5% 2,234 $494K
Embree Financial Group 0.08% Reduce -2.1% 2,231 $493K
Golden State Wealth Management, LLC 0.07% — 2,229 $493K
Howland Capital Management LLC 0.02% Reduce -4.0% 2,223 $491K
IAG Wealth Partners, LLC 0.09% Add +1.6% 2,222 $491K
Penney Financial, LLC 0.33% No change 2,203 $487K
Maripau Wealth Management LLC 0.29% New 2,183 $482K
Kohmann Bosshard Financial Services, LLC 0.06% Add +6.5% 2,181 $482K
Garrison Point Advisors, LLC 0.23% New 2,177 $481K
Baker Ellis Asset Management LLC 0.07% Add +26.2% 2,166 $479K
Northwest Financial Advisors 0.40% Reduce -1.9% 2,165 $478K
DORCHESTER WEALTH MANAGEMENT Co 0.10% Add +4.8% 2,165 $478K
South Plains Financial, Inc. 0.36% — 2,160 $477K
Noble Family Wealth, LLC 0.13% No change 2,160 $477K
Cantor Fitzgerald, L. P. 0.02% New 2,156 $476K
Clifford Swan Investment Counsel LLC 0.02% No change 2,151 $475K
Platform Technology Partners 0.14% Add +100.5% 2,145 $474K
Concorde Asset Management, LLC 0.25% Reduce -10.4% 2,138 $472K
Blue Chip Partners, LLC 0.04% New 2,133 $471K
Meridian Management Co. 0.12% No change 2,128 $470K
Costello Asset Management, INC 0.31% Reduce -10.3% 2,126 $470K
WESPAC Advisors, LLC 0.35% Add +118.6% 2,123 $469K
Summit Investment Advisory Services, LLC 0.24% Add +0.1% 2,121 $469K
Concord Wealth Partners 0.08% Reduce -1.4% 2,121 $469K
Cordatus Wealth Management LLC 0.12% New 2,118 $468K
New England Professional Planning Group Inc. 0.23% Add +33.3% 2,109 $466K
Wealthquest Corp 0.04% Reduce -3.4% 2,104 $465K
Palo Alto Wealth Advisors, LLC 0.16% Add +0.3% 2,103 $465K
Pier 88 Investment Partners LLC 0.57% New 2,100 $464K
Redmont Wealth Advisors LLC 0.80% Add +0.6% 2,100 $464K
Valtrion Capital Management, LLC 0.99% — 2,097 $463K
Pitcairn Co. 0.03% Reduce -5.8% 2,097 $463K
Madison Wealth Partners, Inc 0.13% No change 2,096 $463K
Gables Capital Management Inc. 0.22% Reduce -1.6% 2,093 $462K
Tran Capital Management, L.P. 0.05% No change 2,090 $462K
Plotkin Financial Advisors, LLC 0.27% Reduce -3.6% 2,088 $461K
Washington Capital Management, Inc. 0.36% Reduce -0.5% 2,075 $458K
Amplius Wealth Advisors, LLC 0.05% Add +15.0% 2,075 $458K
Vigilare Wealth Management 0.19% Add +71.5% 2,073 $458K
Rice Partnership, LLC 0.09% Add +0.6% 2,060 $455K
LexAurum Advisors, LLC 0.09% Reduce -4.2% 2,058 $455K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -15.3% 2,053 $454K
StoneCrest Wealth Management, Inc. 0.30% No change 2,053 $454K
SCS Capital Management LLC 0.01% Reduce -0.2% 2,052 $453K
Bay Capital Advisors, LLC 0.36% — 2,051 $453K
Argus Investors' Counsel, Inc. 0.30% Add +19.5% 2,049 $453K
Collaborative Wealth Managment Inc. 0.21% Add +59.8% 2,049 $453K
Sovran Advisors, LLC 0.06% — 2,047 $450K
Fourpath Capital Management, LLC 0.08% No change 2,031 $449K
CNB Bank 0.21% Reduce -1.6% 2,029 $448K
Pallas Capital Advisors LLC 0.02% Reduce -5.8% 2,027 $448K
Vista Investment Management 0.17% No change 2,026 $448K
Argyle Capital Partners, LLC 0.38% — 2,022 $447K
Meritage Portfolio Management 0.03% Reduce -0.5% 2,019 $446K
Journey Strategic Wealth LLC 0.02% New 2,013 $445K
Cynosure Group, LLC 0.07% Add +0.1% 2,013 $445K
Keb Asset Management, LLC 0.13% No change 2,011 $444K
Parsons Capital Management Inc. 0.02% Reduce -0.7% 2,007 $443K
Mayfair Advisory Group, LLC 0.26% No change 2,002 $442K
Ransom Advisory, Ltd 0.20% Add +8.1% 2,000 $442K
Cypress Financial Planning LLC 0.16% Add +0.1% 1,998 $441K
Trust Co. of Vermont 0.02% Add +5.2% 1,998 $441K
Novus Advisors, LLC 0.44% — 1,997 $441K
Vickerman Investment Advisors, Inc. 0.12% Reduce -0.4% 1,994 $441K
SFG Wealth Management, LLC. 0.23% Add +5.1% 1,993 $440K
Warner Financial, Inc. 0.19% Add +0.1% 1,992 $440K
Atlantic Union Bankshares Corp 0.03% Add +0.3% 1,990 $440K
Private Capital Management, LLC 0.05% Reduce -19.8% 1,987 $439K
Madden Advisory Services, Inc. 0.20% Add +2.7% 1,984 $438K
Ellevest, Inc. 0.03% Reduce -21.8% 1,981 $438K
Brown Financial Advisory 0.31% No change 1,980 $438K
Market Street Wealth Management Advisors LLC 0.07% No change 1,977 $437K
Hummer Financial Advisory Services Inc 0.34% No change 1,975 $436K
Bank Hapoalim BM 0.07% Add +11.3% 1,966 $434K
Up Strategic Wealth Investment Advisors LLC 0.43% No change 1,960 $433K
New Republic Capital, LLC 0.28% Reduce -74.9% 1,960 $433K
Macroview Investment Management LLC 0.44% Reduce -15.1% 1,959 $433K
Earned Wealth Advisors, LLC 0.14% Reduce -38.0% 1,950 $431K
Trivium Point Advisory, LLC 0.05% New 1,945 $430K
Red Door Wealth Management, LLC 0.07% Add +100.1% 1,941 $429K
Assetmark, Inc. 0.00% Add +13.7% 1,940 $429K
City National Bank of Florida 0.39% — 1,938 $428K
Meadow Creek Wealth Advisors LLC 0.31% No change 1,938 $428K
Colonial Trust Co / SC 0.06% Add +1.6% 1,928 $426K
LMCG Investments, LLC 0.03% Reduce -4.8% 1,926 $426K
Guidance Point Advisors, LLC 0.12% Add +0.5% 1,923 $425K
Rise Advisors, LLC 0.20% Reduce -3.5% 1,919 $424K
Quantum Portfolio Management LLC 0.23% New 1,912 $422K
Stegner Investment Associates Inc. 0.28% No change 1,905 $421K
Amundi 0.00% Add +1894.7% 1,895 $420K
Midwest Financial Group LLC 0.24% Reduce -2.5% 1,900 $420K
McElhenny Sheffield Capital Management, LLC 0.14% Reduce -20.3% 1,898 $419K
My Legacy Advisors, LLC 0.16% Add +1.3% 1,871 $419K
Cahaba Wealth Management, Inc. 0.03% Add +0.2% 1,891 $418K
Abacus Wealth Partners, LLC 0.06% Reduce -0.3% 1,891 $418K
Leigh Baldwin & Co., LLC 0.35% — 1,887 $417K
Causey Wealth LLC 0.24% — 1,881 $416K
Uptick Partners, LLC 0.15% Reduce -2.8% 1,877 $415K
Concourse Financial Group Securities, Inc. 0.02% Reduce -3.2% 1,814 $414K
Founders Financial Securities LLC 0.04% Add +5.9% 1,873 $414K
Goelzer Investment Management, Inc. 0.02% No change 1,863 $412K
D. Scott Neal, Inc. 0.23% No change 1,860 $411K
Northeast Investment Management 0.02% No change 1,860 $411K
Bangor Savings Bank 0.04% No change 1,856 $410K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -17.6% 1,852 $409K
Xponance LLC 0.00% Add +41.5% 1,849 $409K
True North Advisors, LLC 0.10% Add +65.4% 1,843 $407K
Magnus Financial Group LLC 0.04% Add +14.7% 1,842 $407K
Two Sigma Securities, LLC 0.07% Reduce -84.0% 1,833 $405K
Beacon Capital Management, LLC 0.05% Add +37.3% 1,826 $403K
Quent Capital, LLC 0.04% Add +6.2% 1,824 $403K
West Paces Advisors Inc. 0.10% Reduce -17.6% 1,810 $400K
GHP Investment Advisors, Inc. 0.02% Reduce -0.3% 1,808 $400K
Burney Co./ 0.01% Reduce -51.1% 1,802 $398K
Sharp Wealth Advisory, LLC 0.30% New 1,793 $396K
Eclectic Associates Inc. 0.12% New 1,792 $396K
Seelaus Asset Management LLC 0.37% Reduce -5.3% 1,791 $396K
Mason & Associates, LLC 0.12% Reduce -13.0% 1,787 $395K
Ironwood Investment Counsel, LLC 0.07% Reduce -6.9% 1,785 $395K
Conservest Capital Advisors, Inc. 0.04% Add +0.7% 1,784 $394K
Afg Fiduciary Services Limited Partnership 0.28% Reduce -5.1% 1,756 $393K
SignalPoint Asset Management, LLC 0.10% Reduce -1.9% 1,780 $393K
Jackson Square Capital, LLC 0.09% Reduce -4.6% 1,779 $393K
Pettinga Financial Advisors LLC 0.09% Add +9.2% 1,775 $392K
Wealthstar Advisors, LLC 0.17% — 1,771 $391K
Collar Capital Management, LLC 0.33% — 1,771 $391K
Alpha Cubed Investments, LLC 0.02% New 1,768 $391K
Flagstone Financial Management 0.13% Add +0.4% 1,765 $390K
Retirement Income Solutions, Inc. 0.08% Add +34.4% 1,764 $390K
Tradewinds, LLC. 0.11% Reduce -13.8% 1,729 $390K
Compass Capital Corp. /Ma/ 0.15% — 2,534 $389K
Clarity Financial LLC 0.05% New 1,762 $389K
Sapient Capital LLC 0.01% Add +16.7% 1,759 $389K
Encompass Wealth Advisors, LLC 0.16% No change 1,758 $388K
Brass Tax Wealth Management, Inc. 0.08% Add +1.6% 1,753 $387K
Truepoint, Inc. 0.01% Reduce -7.3% 1,752 $387K
LM Advisors LLC 0.07% Reduce -0.1% 1,750 $387K
Zullo Investment Group, Inc. 0.16% Reduce -5.4% 1,748 $386K
Heritage Financial Services, LLC 0.05% No change 1,747 $386K
Register Financial Advisors LLC 0.19% Add +0.8% 1,743 $385K
True Vision MN LLC 0.23% Reduce -2.2% 1,741 $385K
Birmingham Capital Management Co. Inc. 0.14% Reduce -41.1% 1,740 $384K
S.A. Mason LLC 0.20% Add +1.2% 1,735 $383K
David Wealth Management LLC 0.32% — 1,735 $383K
Sage Financial Group Inc. 0.03% Reduce -24.7% 1,734 $383K
Professional Advisory Services Inc. 0.05% No change 1,735 $383K
Sterling Capital Management LLC 0.01% Reduce -76.3% 1,731 $382K
Sprinkle Financial Consultants LLC 0.26% Add +0.2% 1,722 $380K
Cura Wealth Advisors, LLC 0.17% — 1,721 $380K
Stonehaven Wealth & Tax Solutions, LLC 0.41% — 1,718 $380K
Advocate Group LLC 0.07% No change 1,716 $379K
Elk River Wealth Management LLC 0.07% Add +42.2% 1,709 $378K
Canal Capital Management, LLC 0.06% Add +0.3% 1,706 $377K
Rovin Capital /Ut/ 0.14% Add +6.6% 1,702 $376K
Avalon Trust Co 0.03% No change 1,700 $376K
Saiph Capital, LLC 0.17% Add +3.0% 1,697 $375K
Rollins Financial Advisors, LLC 0.06% Add +7.0% 1,689 $373K
Smallwood Wealth Investment Management, LLC 0.26% Add +0.2% 1,689 $373K
Total Wealth Planning & Management, Inc. 0.37% — 1,683 $372K
Wealthcare Capital Partners, LLC 0.19% — 1,682 $372K
Horizon Investments, LLC 0.01% Add +4.2% 1,682 $372K
Minot DeBlois Advisors LLC 0.34% — 1,681 $371K
Roanoke Asset Management Corp./ NY 0.12% No change 1,680 $371K
Fiduciary Group, LLC 0.04% Reduce -6.6% 1,677 $371K
Cim Investment Management Inc. 0.11% No change 1,670 $369K
Aurora Private Wealth, Inc. 0.28% Reduce -11.3% 1,670 $369K
Pflug Koory, LLC 0.02% No change 1,665 $368K
Quadrant Private Wealth Management, LLC 0.09% No change 1,663 $367K
Dunhill Financial, LLC 0.17% Add +35.6% 1,656 $366K
ZWJ Investment Counsel Inc. 0.02% Add +43.1% 1,652 $365K
Omega Financial Group, LLC 0.14% Reduce -15.2% 1,652 $365K
Kaizen Financial Strategies 0.21% Add +14.0% 1,649 $364K
Sovereign Financial Group, Inc. 0.08% No change 1,647 $364K
Logan Capital Management Inc. 0.02% Add +0.4% 1,646 $364K
Duncker Streett & Co. Inc. 0.07% Add +126.8% 1,644 $363K
Strata Wealth Advisors, LLC 0.11% Add +32.2% 1,642 $363K
Asio Capital, LLC 0.07% Add +22.1% 1,640 $362K
TD Asset Management Inc 0.00% Reduce -2.2% 1,637 $362K
Elevatus Welath Management 0.12% Reduce -2.0% 1,636 $361K
Bank of Hawaii 0.02% Reduce -3.2% 1,635 $361K
Successful Portfolios LLC 0.24% Reduce -0.1% 1,634 $361K
Flower City Capital 0.22% Reduce -0.7% 1,634 $361K
Root Financial Partners, LLC 0.04% Add +44.9% 1,632 $361K
Orrstown Financial Services Inc. 0.10% New 1,629 $360K
Westover Capital Advisors, LLC 0.08% No change 1,629 $360K
Xcel Wealth Management, LLC 0.10% Add +3.1% 1,627 $360K
Chapin Davis, Inc. 0.12% No change 1,626 $359K
Rockwood Wealth Management, LLC 0.04% Reduce -4.6% 1,627 $359K
Peak Planning Group, LLC 0.15% Add +0.1% 1,623 $359K
Northstar Financial Companies, Inc. 0.34% — 1,620 $358K
Tenon Financial LLC 0.23% No change 1,614 $357K
BOS Asset Management, LLC 0.13% Add +2.9% 1,612 $356K
Harrington Investments, INC 0.20% No change 1,610 $356K
Natural Investments, LLC 0.10% — 1,607 $355K
Roundview Capital LLC 0.02% Reduce -1.0% 1,606 $355K
EPG Wealth Management LLC 0.09% Add +0.4% 1,606 $355K
Fairview Capital Investment Management, LLC 0.02% No change 1,603 $354K
Armstrong Advisory Group, Inc. 0.03% Add +0.2% 1,601 $354K
Stonebridge Financial Group, LLC 0.04% — 1,599 $353K
Prosperity Planning, Inc. 0.16% Reduce -2.8% 1,598 $353K
Nicollet Investment Management, Inc. 0.12% No change 1,599 $353K
Friedenthal Financial 0.21% Reduce -3.2% 1,596 $353K
AssuredPartners Investment Advisors, LLC 0.07% — 1,591 $352K
KilterHowling LLC 0.20% No change 1,571 $351K
InvesTrust 0.10% — 1,588 $350K
Kades & Cheifetz LLC 0.18% Add +0.3% 1,584 $350K
GTS Securities LLC 0.02% Reduce -99.5% 1,582 $350K
49 Wealth Management, LLC 0.05% Reduce -10.8% 1,572 $347K
Pure Portfolios Holdings LLC 0.13% Add +1.8% 1,571 $347K
PrairieView Partners, LLC 0.04% No change 1,575 $347K
Hantz Financial Services, Inc. 0.01% Add +8.9% 1,569 $347K
Kessler Investment Group, LLC 0.16% Reduce -16.4% 1,569 $347K
Inlet Private Wealth, LLC 0.09% No change 1,569 $347K
WorthPointe, LLC 0.14% Reduce -19.3% 1,567 $346K
Flagship Wealth Advisors, LLC 0.20% — 1,565 $346K
Atlantic Edge Private Wealth Management, LLC 0.11% No change 1,560 $345K
Greenland Capital Management LP 0.07% New 1,557 $344K
TCI Wealth Advisors, Inc. 0.03% Add +7.0% 1,552 $343K
B.O.S.S. Retirement Advisors, LLC 0.10% New 1,550 $342K
Northeast Financial Group, Inc. 0.13% Add +41.4% 1,545 $341K
Buffington Mohr McNeal 0.06% Reduce -2.6% 1,544 $341K
Wood Tarver Financial Group, LLC 0.11% — 1,539 $340K
Genesis Wealth Advisors, LLC 0.30% — 1,536 $339K
Insight Wealth Strategies, LLC 0.05% Add +0.3% 1,525 $337K
Capstone Wealth Management Group LLC 0.25% — 1,515 $335K
Nichols & Pratt Advisers LLP 0.02% Reduce -24.0% 1,512 $334K
Acorn Wealth Advisors, LLC 0.14% Reduce -7.7% 1,505 $333K
Spirepoint Private Client, LLC 0.04% New 1,505 $333K
Breakwater Investment Management 0.14% No change 1,504 $332K
Wambolt & Associates, LLC 0.11% New 1,502 $332K
Stokes Family Office, LLC 0.04% Add +0.1% 1,502 $332K
ARS Wealth Advisors Group, LLC 0.05% Add +0.1% 1,502 $332K
Wealthspire Retirement, LLC 0.03% Add +3.5% 1,500 $331K
Marshall Financial Group, LLC 0.08% No change 1,499 $331K
180 Wealth Advisors, LLC 0.05% Add +0.6% 1,499 $331K
OneAscent Financial Services LLC 0.03% New 1,498 $331K
Retirement Planning Co of New England, Inc. 0.16% Reduce -0.7% 1,495 $330K
Sandhill Capital Partners LLC 0.03% Add +47.6% 1,491 $330K
Wescott Financial Advisory Group, LLC 0.03% Add +0.2% 1,485 $328K
Impact Partnership Wealth, LLC 0.07% New 1,484 $328K
Ledyard National Bank 0.03% Reduce -4.0% 1,479 $327K
Investmark Advisory Group LLC 0.16% Add +0.1% 1,472 $325K
McCollum Christoferson Group LLC 0.10% No change 1,472 $325K
Global Wealth Management Investment Advisory, Inc. 0.07% Add +7.2% 1,468 $324K
Annex Advisory Services, LLC 0.01% Reduce -7.7% 1,467 $324K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +0.1% 1,467 $324K
Stablepoint Partners, LLC 0.06% Reduce -4.6% 1,466 $324K
First Manhattan Co. Llc. 0.00% Reduce -21.3% 1,464 $323K
Richards, Merrill & Peterson, Inc. 0.17% — 1,456 $322K
Austin Wealth Management, LLC 0.07% Reduce -4.4% 1,425 $321K
Romano Brothers and Company 0.04% Reduce -1.8% 1,451 $321K
Legacy Capital Wealth Partners, LLC 0.08% Add +13.3% 1,450 $320K
Elevation Wealth Partners, LLC 0.14% Reduce -9.7% 1,450 $320K
Capital Advisors Inc. 0.01% Add +20.1% 1,448 $320K
Fortitude Advisory Group L.L.C. 0.19% No change 1,445 $319K
Princeton Global Asset Management LLC 0.06% Reduce -3.5% 1,444 $319K
Adirondack Trust Co. 0.12% Reduce -0.8% 1,437 $318K
Gallacher Capital Management LLC 0.16% New 1,435 $317K
Mine & Arao Wealth Creation & Management, LLC. 0.15% Reduce -5.7% 1,434 $317K
Bordeaux Wealth Advisors LLC 0.05% Add +16.2% 1,434 $317K
MBA Advisors LLC 0.16% Reduce -64.3% 1,432 $316K
Park Capital Management, LLC / WI 0.38% — 1,426 $315K
GatePass Capital, LLC 0.35% — 1,420 $314K
Daner Wealth Management, LLC 0.23% — 1,369 $313K
Atlas Capital Advisors Inc. 0.04% Add +19.8% 1,414 $313K
Trueblood Wealth Management, LLC 0.15% No change 1,414 $312K
Park Square Financial Group, LLC 0.22% — 1,411 $312K
High Net Worth Advisory Group LLC 0.09% Reduce -18.3% 1,408 $311K
Entrewealth, LLC 0.29% — 1,425 $310K
JBR Co Financial Management Inc 0.19% Add +15.6% 1,405 $310K
Valley Forge Investment Consultants Inc. Adv 0.11% Reduce -0.6% 1,405 $310K
Fayez Sarofim & Co 0.00% Add +0.1% 1,404 $310K
FC Advisory LLC 0.10% Add +0.1% 1,402 $310K
Windsor Advisory Group, LLC 0.36% Add +1.4% 1,401 $310K
Dohj, LLC 0.07% No change 1,400 $309K
ProVise Management Group, LLC 0.03% Reduce -4.8% 1,397 $309K
Noble Wealth Management PBC 0.21% — 1,396 $308K
Castle Wealth Management LLC 0.12% Add +0.1% 1,395 $308K
Farmers Trust Co. 0.06% New 1,392 $308K
Investor's Fiduciary Advisor Network, LLC 0.12% — 1,385 $306K
River Street Advisors LLC 0.16% No change 1,382 $305K
Bedell Frazier Investment Counselling, LLC 0.08% Reduce -29.9% 1,381 $305K
Wise Wealth Partners 0.75% — 1,379 $305K
Bell Bank 0.02% No change 1,379 $305K
Wick Capital Partners, LLC 0.09% Add +25.2% 1,377 $304K
Navis Wealth Advisors, LLC 0.33% Reduce -12.4% 1,376 $304K
Florida Financial Advisors, LLC 0.14% Reduce -10.6% 1,375 $304K
One Wealth Advisors, LLC 0.04% New 1,364 $301K
FLC Capital Advisors 0.07% Add +1.3% 1,363 $301K
Bath Savings Trust Co 0.03% Add +5.4% 1,355 $299K
CCG Wealth Management, LLC 0.17% Reduce -72.9% 1,353 $299K
Running Point Capital Advisors, LLC 0.10% Add +0.1% 1,353 $299K
Seeds Investor LLC 0.09% Add +43.4% 1,351 $299K
Pps&v Asset Management Consultants, Inc. 0.20% No change 1,350 $298K
Amica Retiree Medical Trust 0.28% Reduce -49.1% 1,347 $298K
Interactive Financial Advisors, Inc. 0.16% Reduce -0.2% 1,347 $298K
Penn Capital Management Company, LLC 0.03% Reduce -72.3% 1,342 $297K
W Advisors, LLC 0.18% Add +9.2% 1,335 $295K
Greenfield Savings Bank 0.14% No change 1,335 $295K
Buckhead Capital Management LLC 0.09% No change 1,334 $295K
BCGM Wealth Management, LLC 0.09% Add +0.1% 1,332 $294K
Wolff Wiese Magana LLC 0.19% Reduce -0.7% 1,331 $294K
Rakuten Securities, Inc. 0.12% Reduce -10.8% 1,331 $294K
United Asset Strategies, Inc. 0.03% New 1,329 $294K
Clark Asset Management, LLC 0.05% Add +8.6% 1,327 $293K
SP Asset Management LLC 0.02% Add +0.3% 1,326 $293K
Wedgewood Investors Inc. 0.34% No change 1,324 $293K
NCP Inc. 0.15% Add +0.1% 1,324 $292K
Juncture Wealth Strategies, LLC 0.11% New 1,316 $291K
Allred Capital Management, LLC 0.11% No change 1,314 $290K
Wolfstich Capital, LLC 0.26% — 1,313 $290K
Kennicott Capital Management LLC 0.15% No change 1,312 $290K
Community Bank of Raymore 0.23% No change 1,309 $289K
Hayek Kallen Investment Management 0.10% No change 1,305 $288K
Newman Dignan & Sheerar, Inc. 0.07% No change 1,303 $288K
Gerber, LLC 0.21% No change 1,301 $287K
DiNuzzo Private Wealth, Inc. 0.04% No change 1,301 $287K
Bernardo Wealth Planning LLC 0.07% New 1,325 $287K
Global Assets Advisory, LLC 0.16% New 1,298 $287K
Cypress Wealth Services, LLC 0.06% Add +7.5% 1,296 $286K
JGP Wealth Management, LLC 0.04% No change 1,295 $286K
Grant Street Asset Management, Inc. 0.07% No change 1,294 $286K
Onyx Bridge Wealth Group LLC 0.04% Add +8.4% 1,293 $286K
New Harbor Financial Group, LLC 0.09% New 1,292 $285K
Fiduciary Family Office, LLC 0.09% New 1,292 $285K
Charles Schwab Trust Co 0.02% Reduce -1.2% 1,275 $282K
Compagnie Lombard Odier SCmA 0.00% Add +279.4% 1,271 $281K
Cascade Investment Group, Inc. 0.20% Add +29.6% 1,271 $281K
Sage Capital Management, LLC 0.14% Reduce -1.6% 1,262 $279K
Zuckerman Investment Group, LLC 0.03% No change 1,245 $279K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Add +19.3% 1,259 $278K
Frisch Financial Group, Inc. 0.08% Reduce -10.1% 1,256 $278K
KWB Wealth 0.03% No change 1,258 $278K
Horan Capital Advisors, LLC. 0.09% No change 1,257 $278K
Axis Wealth Partners, LLC 0.23% — 1,257 $278K
Mitchell McLeod Pugh & Williams Inc. 0.06% Add +0.9% 1,254 $277K
Tanager Wealth Management LLP 0.04% New 1,254 $277K
Lincoln Capital LLC 0.06% No change 1,246 $275K
D.B. Root & Company, LLC 0.09% Add +6.7% 1,244 $275K
Wbi Investments, LLC 0.07% New 1,243 $275K
Burford Brothers, Inc. 0.13% Add +9.3% 1,240 $274K
Gemmer Asset Management LLC 0.03% Reduce -1.1% 1,239 $274K
Cedar Wealth Management, LLC 0.10% Reduce -47.9% 1,232 $272K
City State Bank 0.10% Reduce -2.5% 1,230 $272K
Vanguard Personalized Indexing Management, LLC 0.00% Add +12.9% 1,228 $271K
Helium Advisors LLC 0.21% — 1,225 $271K
Van Strum & Towne Inc. 0.10% No change 1,225 $271K
Park Place Capital Corp 0.08% Add +34.5% 1,215 $268K
Nestegg Advisors, Inc. 0.27% — 1,183 $268K
Cliffwater LLC 0.07% No change 1,213 $268K
Madison Asset Management, LLC 0.00% No change 1,211 $268K
Madison Investment Advisors, LLC 0.00% — 1,211 $268K
Capital Analysts, LLC 0.01% Add +53.8% 1,209 $267K
Mindset Wealth Management, LLC 0.10% New 1,207 $267K
Jag Capital Management, LLC 0.04% Add +9.4% 1,205 $266K
TrinityPoint Wealth, LLC 0.04% No change 1,204 $266K
Banque Transatlantique SA 0.01% — 1,204 $266K
North Point Portfolio Managers Corp. 0.05% Add +0.8% 1,204 $266K
Financial Gravity Companies, Inc. 0.06% Add +7.7% 1,201 $265K
ZEGA Investments, LLC 0.08% — 1,159 $265K
CFM Wealth Partners LLC 0.04% No change 1,199 $265K
YANKCOM Partnership 0.14% — 1,198 $265K
Stevard, LLC 0.99% Add +3.1% 1,195 $264K
Von Berge Wealth Management Group, LLC 0.16% No change 1,154 $264K
McIlrath & Eck, LLC 0.03% Add +4.9% 1,192 $263K
Forum Private Client Group LLC 0.12% Reduce -12.8% 1,190 $263K
Berger Financial Group, Inc 0.02% New 1,183 $261K
Beacon Bank & Trust 0.06% No change 1,182 $261K
CPC Advisors, LLC 0.04% Add +11.1% 1,174 $259K
Voisard Asset Management Group, Inc. 0.09% No change 1,170 $259K
Wealth Advisors of Tampa Bay, LLC 0.11% Reduce -4.8% 1,163 $257K
Integrity Wealth Solutions LLC 0.14% Reduce -1.7% 1,160 $256K
Rainier Family Wealth Inc. 0.31% — 1,160 $256K
Quarry Hill Advisors, LLC 0.17% No change 1,160 $256K
Vertex Planning Partners, LLC 0.06% Add +14.3% 1,158 $256K
Prostatis Group LLC 0.07% New 1,158 $256K
Silver Oak Securities, Incorporated 0.02% New 1,159 $256K
Alpha Omega Wealth Management LLC 0.05% No change 1,150 $254K
Roffman Miller Associates Inc. 0.02% Add +1.7% 1,146 $253K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,145 $253K
Renasant Bank 0.16% Reduce -3.6% 1,144 $253K
Access Financial Services, Inc. 0.11% No change 1,144 $253K
Wallace Advisory Group, LLC 0.17% No change 1,144 $253K
Prosperity Financial Group, Inc. 0.13% Add +0.1% 1,143 $253K
Catalina Capital Group, LLC 0.08% Reduce -2.2% 1,143 $253K
Landing Point Financial Group, LLC 0.19% — 1,129 $252K
Eagle Wealth Strategies LLC 0.18% Add +16.6% 1,141 $252K
Cassady Schiller Wealth Management, LLC 0.09% No change 1,140 $252K
Performance Wealth Partners, LLC 0.01% Add +0.3% 1,138 $251K
Mediolanum International Funds Ltd 0.00% New 1,138 $251K
Patten Group, Inc. 0.06% No change 1,132 $250K
ForthRight Wealth Management, LLC 0.08% Add +0.3% 1,131 $250K
Teamwork Financial Advisors, LLC 0.03% Reduce -63.6% 1,130 $250K
Straight Path Wealth Management 0.10% No change 1,130 $250K
Spurstone Advisory Services, LLC 4.75% — 1,129 $249K
Fairman Group, LLC 0.21% Add +0.3% 1,129 $249K
Capital Insight Partners, LLC 0.04% No change 1,125 $249K
Baron Silver Stevens Financial Advisors, LLC 0.04% Reduce -2.4% 1,123 $248K
PDS Planning, Inc 0.02% Add +2.7% 1,117 $247K
Crowley Wealth Management, Inc. 0.22% — 1,115 $246K
TCP Asset Management, LLC 0.05% Reduce -0.3% 1,111 $246K
Cortland Associates Inc. 0.03% No change 1,110 $245K
Howe & Rusling Inc. 0.02% Add +0.5% 1,108 $245K
Mountain Hill Investment Partners Corp. 0.25% — 1,104 $244K
Peoples Bank 0.14% Add +18.7% 1,104 $244K
Everett Harris & Co. 0.00% No change 1,104 $244K
FSA Wealth Management LLC 0.10% Reduce -2.3% 1,102 $244K
Core Wealth Partners LLC 0.14% Reduce -1.8% 1,101 $243K
Manuka Financial, LLC 0.16% — 1,100 $243K
Northern Financial Advisors Inc 0.19% Add +0.2% 1,095 $242K
IFC Advisors LLC 0.05% — 1,092 $241K
J. L. Bainbridge & Co., Inc. 0.02% Add +12.9% 1,092 $241K
Ariadne Wealth Management, LP 0.11% No change 1,059 $240K
Advanced Asset Management Advisors Inc 0.06% Add +62.7% 1,085 $240K
Continuum Wealth Advisors, LLC 0.12% No change 1,078 $238K
WealthBridge Investment Counsel Inc. 0.09% Add +2.9% 1,077 $238K
Premier Path Wealth Partners, LLC 0.04% New 1,068 $236K
Obsidian Cio, LLC 0.04% New 1,067 $236K
Fulcrum Equity Management 0.23% New 1,067 $236K
Cladis Investment Advisory, LLC 0.17% No change 1,067 $236K
Wealth Group Ltd 0.07% No change 1,064 $235K
Atlas Legacy Advisors, LLC 0.06% — 1,064 $235K
Robinswood Financial LLC 0.09% Reduce -0.1% 1,059 $234K
Cambridge Financial Group, LLC 0.10% No change 1,059 $234K
Cabot Wealth Management Inc. 0.03% Reduce -4.8% 1,058 $234K
Roman Butler Fullerton & Co. 0.07% New 1,030 $233K
SJS Investment Consulting Inc. 0.04% No change 1,054 $233K
CVA Family Office, LLC 0.04% Add +0.1% 1,053 $233K
Armor Investment Advisors, LLC 0.10% Reduce -31.1% 1,053 $233K
First Community Trust NA 0.17% No change 1,051 $232K
Compass Investment Advisers LLC 0.67% — 1,050 $232K
Main Street Group, LTD 0.10% Add +5.0% 1,047 $231K
Blankinship & Foster, LLC 0.06% New 1,047 $231K
L. Roy Papp & Associates, LLP 0.03% No change 1,046 $231K
Pathway Financial Advisors LLC 0.05% No change 1,046 $231K
JT Stratford LLC 0.04% Reduce -5.5% 1,044 $231K
Visionary Horizons, LLC 0.15% Add +0.3% 1,042 $230K
Shakespeare Wealth Management, LLC 0.06% No change 1,038 $229K
JFG Wealth Management, LLC 0.05% Add +0.5% 1,038 $229K
Lauterbach Financial Advisors, LLC 0.14% Reduce -0.8% 1,038 $229K
Pictet North America Advisors SA 0.02% No change 1,036 $229K
Cassia Capital Partners, LLC 0.15% New 1,035 $229K
Private Capital Management LLC 0.05% Reduce -11.2% 1,035 $229K
American Trust 0.02% New 1,032 $228K
Unified Investment Management 0.26% — 1,028 $227K
Retirement Wealth Solutions LLC 0.19% — 1,047 $227K
Aspire Capital Advisors LLC 0.06% Add +0.1% 1,026 $227K
Maltin Wealth Management, Inc. 0.11% Reduce -5.7% 1,024 $226K
Main Line Retirement Advisors, LLC 0.15% Add +0.3% 1,023 $226K
Versant Capital Management, Inc 0.05% Reduce -11.0% 1,022 $226K
Trexquant Investment LP 0.00% Reduce -74.0% 1,021 $226K
Executive Wealth Management, LLC 0.02% Reduce -40.1% 1,018 $225K
Northwest Quadrant Wealth Management, LLC 0.05% New 1,017 $225K
Ring Mountain Capital, LLC 0.15% — 1,014 $224K
Crumly & Associates Inc. 0.06% Add +0.8% 1,011 $223K
McNamara Financial Services, Inc. 0.05% Reduce -15.0% 1,010 $223K
Nicolet Advisory Services, LLC 0.02% New 1,029 $223K
Sulzberger Capital Advisors, Inc. 0.25% — 1,008 $223K
Kings Path Partners LLC 0.10% Add +205.2% 1,007 $223K
Van Hulzen Asset Management, LLC 0.02% New 1,004 $222K
Guardian Partners Inc. 0.02% — 1,000 $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
Intellus Advisors LLC 0.04% — 1,000 $221K
Keudell/Morrison Wealth Management 0.06% No change 999 $221K
Sumitomo Mitsui Financial Group, Inc. 0.00% Add +5.1% 996 $220K
Wealth Management Partners, LLC 0.09% New 993 $219K
Schnieders Capital Management LLC 0.04% No change 992 $219K
Canvas Wealth Advisors, LLC 0.06% New 991 $219K
GW Henssler & Associates Ltd. 0.01% No change 991 $219K
Beaumont Financial Advisors, LLC 0.02% Add +1.5% 989 $219K
Shilanski & Associates, Inc. 0.07% Add +4.0% 989 $219K
Comprehensive Money Management Services LLC 0.18% — 985 $218K
Sivia Capital Partners, LLC 0.11% New 985 $218K
Meeder Advisory Services, Inc. 0.01% New 979 $216K
Journey Advisory Group, LLC 0.03% No change 1,065 $216K
Jamison Private Wealth Management, Inc. 0.03% No change 973 $215K
Marathon Strategic Advisors, LLC 0.23% Reduce -0.3% 970 $214K
Ascentis Independent Advisors 0.04% New 968 $214K
SWP Financial LLC 0.13% No change 966 $213K
Syntegra Private Wealth Group, LLC 0.02% New 965 $213K
Creative Capital Management Investments LLC 0.09% Add +221.3% 964 $213K
Taylor & Morgan Wealth Management, LLC 0.15% Add +0.1% 962 $213K
Exchange Capital Management, Inc. 0.03% New 956 $211K
Elequin Capital, LP 0.03% New 956 $211K
RFG - Bristol Wealth Advisors, LLC 0.07% — 954 $211K
Monarch Capital Management Inc. 0.06% No change 954 $211K
Destination Wealth Management 0.01% New 953 $211K
ADG Wealth Management Group, LLC 0.19% — 951 $210K
Code Waechter LLC 0.18% No change 950 $210K
Cascade Wealth Advisors, Inc 0.14% No change 950 $210K
Garrett Wealth Advisory Group, LLC 0.05% Reduce -15.5% 950 $210K
Alteri Wealth LLC 0.06% — 946 $209K
Joseph P. Lucia & Associates, LLC 0.09% New 944 $209K
Gordian Advisors LLC 0.17% No change 944 $209K
Legacy Private Trust Co. 0.01% New 944 $209K
Rappaport Reiches Capital Management, LLC 0.05% New 944 $209K
Reynders McVeigh Capital Management, LLC 0.01% Reduce -9.6% 939 $207K
Sterling Investment Advisors, Ltd. 0.05% No change 936 $207K
Crown Wealth Group, LLC 0.08% New 932 $206K
Synergy Investment Management, LLC 0.09% — 930 $205K
Smartleaf Asset Management LLC 0.02% Reduce -8.3% 930 $205K
Professional Financial Advisors, LLC 0.05% Add +0.2% 928 $205K
RE Dickinson Investment Advisors, LLC 0.17% Add +8.8% 925 $204K
Luminvest Wealth Management LLC 0.08% No change 924 $204K
Main Management LLC 0.02% Reduce -3.7% 921 $204K
Elm Partners Management LLC 0.01% Reduce -1.7% 921 $204K
Northwest Capital Management Inc 0.09% No change 919 $203K
Optas, LLC 0.04% No change 919 $203K
Prospect Financial Services LLC 0.11% New 918 $203K
Compass Planning Associates Inc 0.21% — 917 $203K
Ridgepath Capital Management LLC 0.09% Add +0.2% 916 $202K
Trustmark Bank Trust Department 0.01% New 915 $202K
Palacios Wealth Management, LLC 0.22% — 897 $202K
Persium Advisors, LLC 0.20% — 910 $201K
Blue Oak Capital, LLC 0.12% — 910 $201K
Stonehage Fleming Financial Services Holdings Ltd 0.01% New 910 $201K
ESL Trust Services, LLC 0.04% No change 910 $201K
Nelson Capital Management, LLC 0.03% No change 906 $200K
Birchbrook, Inc. 0.11% No change 904 $200K
Fourth Dimension Wealth, LLC 0.10% — 899 $199K
GPS Wealth Strategies Group, LLC 0.03% No change 882 $195K
Creative Financial Designs Inc. 0.02% Add +160.0% 871 $192K
Hexagon Capital Partners LLC 0.03% Add +146.9% 869 $192K
Glass Jacobson Investment Advisors llc 0.06% No change 859 $190K
Element Wealth, LLC 0.10% Add +67.6% 853 $188K
Icon Wealth Advisors, LLC 0.02% New 840 $186K
Towne Trust Company, N.A 0.06% New 830 $183K
Aberdeen Wealth Management LLC 0.12% No change 820 $181K
Rosenberg Matthew Hamilton 0.05% No change 807 $178K
Financial Connections Group, Inc. 0.09% No change 807 $178K
West Financial Advisors, LLC 0.03% Add +28.8% 805 $178K
Trivant Custom Portfolio Group, LLC 0.10% No change 800 $177K
Pension & Wealth Management Advisors, Inc. 0.07% Add +348.3% 798 $177K
Glassman Wealth Services 0.03% Reduce -22.1% 787 $174K
West Branch Capital LLC 0.05% Reduce -11.8% 774 $171K
SLT Holdings LLC 0.16% — 766 $169K
Comprehensive Financial Planning, Inc. 0.14% — 757 $167K
Bfsg, LLC 0.02% Reduce -9.6% 750 $166K
Walleye Trading LLC 0.00% Reduce -98.5% 750 $166K
Oakworth Capital, Inc. 0.01% Reduce -3.2% 747 $165K
Anchor Investment Management, LLC 0.02% No change 743 $164K
High Note Wealth, LLC 0.04% New 738 $163K
Kiely Wealth Advisory Group, Inc. 0.10% No change 695 $158K
Arlington Trust Co LLC 0.03% Add +1546.5% 708 $156K
Citizens National Bank Trust Department 0.03% No change 700 $155K
AllSquare Wealth Management LLC 0.09% Reduce -6.8% 683 $151K
Vermillion Wealth Management, Inc. 0.08% — 669 $148K
Albion Financial Group 0.01% No change 666 $147K
Oarsman Capital, Inc. 0.03% No change 651 $144K
Atmos Advisory, LLC 0.10% New 650 $144K
Caldwell Sutter Capital, Inc. 0.07% No change 635 $140K
Avion Wealth 0.04% Reduce -6.7% 623 $137K
First United Bank & Trust 0.05% No change 620 $137K
ORG Partners LLC 0.02% Add +9.8% 615 $136K
Valued Wealth Advisors LLC 0.09% Add +3322.2% 616 $136K
First Pacific Financial 0.03% Add +57.1% 616 $136K
Resources Management Corp. /CT/ 0.02% Reduce -1.6% 616 $136K
Physician Wealth Advisors, Inc. 0.02% New 615 $136K
Pacifica Partners Inc. 0.06% No change 602 $133K
Roble, Belko & Company, Inc 0.02% No change 592 $131K
Marshall & Sterling Wealth Advisors Inc. 0.09% — 585 $129K
Truvestments Capital LLC 0.03% No change 581 $128K
DB Fitzpatrick & Co, Inc 0.12% Reduce -17.5% 581 $128K
Western Pacific Wealth Management, LP 0.10% No change 576 $127K
Austin Private Wealth, LLC 0.01% New 568 $125K
Picton Mahoney Asset Management 0.00% Reduce -18.8% 560 $124K
WPG Advisers, LLC 0.11% — 558 $123K
Frazier Financial Advisors, LLC 0.10% Add +0.4% 555 $123K
Centricity Wealth Management, LLC 0.11% — 553 $122K
Guardian Wealth Advisors, LLC / NC 0.01% Add +11.9% 553 $122K
Hazlett, Burt & Watson, Inc. 0.05% Add +0.2% 557 $122K
Bogart Wealth, LLC 0.01% Add +0.9% 548 $121K
HHM Wealth Advisors, LLC 0.02% Add +0.2% 547 $121K
Private Wealth Management Group, LLC 0.05% No change 546 $121K
Horizons Wealth Management 0.09% Reduce -23.3% 546 $121K
Pillar Financial Advisors, LLC 0.09% — 543 $120K
Integrity Financial Corp 0.07% Add +190.8% 535 $118K
Trust Co 0.01% No change 528 $117K
Stephens Consulting, LLC 0.03% No change 527 $116K
Atlantic Private Wealth, LLC 0.09% Add +0.2% 517 $114K
Asset Dedication, LLC 0.01% Reduce -7.3% 509 $113K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 500 $110K
Clean Yield Group 0.04% No change 500 $110K
LRI Investments, LLC 0.01% Reduce -86.2% 500 $110K
Winch Advisory Services, LLC 0.03% Add +0.2% 499 $110K
Darwin Wealth Management, LLC 0.04% Reduce -3.9% 494 $109K
Punch & Associates Investment Management, Inc. 0.01% Add +250.0% 490 $108K
CoreFirst Bank & Trust 0.06% New 488 $108K
TD Capital Management LLC 0.01% No change 485 $107K
MTM Investment Management, LLC 0.04% Reduce -23.3% 484 $107K
Morling Financial Advisors, LLC 0.04% Add +49.4% 475 $105K
Sound Income Strategies, LLC 0.01% Add +109.8% 472 $104K
Ameriflex Group, Inc. 0.05% — 447 $101K
Lowe Wealth Advisors, LLC 0.04% Add +1724.0% 456 $101K
New England Capital Financial Advisors LLC 0.05% Add +0.2% 453 $100K
Capital Investment Counsel, Inc 0.01% Add +61.6% 446 $99K
Sanctuary Wealth Management, L.L.C. 0.06% No change 443 $98K
Mesirow Institutional Investment Management, Inc. 0.01% New 443 $98K
Motco 0.01% Reduce -14.5% 437 $97K
Olistico Wealth, LLC 0.05% Reduce -22.9% 423 $93K
Wellington Shields & Co., LLC 0.03% Add +114.8% 421 $93K
Bollard Group LLC 0.00% No change 422 $93K
Newton One Investments LLC 0.04% New 420 $93K
Abound Wealth Management 0.03% Reduce -5.1% 412 $91K
Pineridge Advisors LLC 0.03% Reduce -10.4% 404 $89K
Westside Investment Management, Inc. 0.02% No change 400 $88K
Pingora Partners LLC 0.06% Reduce -20.0% 400 $88K
Skylands Capital, LLC 0.01% No change 400 $88K
Synergy Asset Management, LLC 0.01% New 397 $88K
Capital Advisors, Ltd. LLC 0.01% No change 393 $87K
Provident Wealth Management, LLC 0.03% Reduce -23.2% 388 $86K
Hurley Capital, LLC 0.07% — 380 $85K
Elevate Wealth Advisory, Inc. 0.06% Add +0.3% 377 $83K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -98.5% 377 $83K
Kozak & Associates, Inc. 0.02% Add +26.2% 371 $83K
Westend Capital Management, LLC 0.02% No change 370 $82K
First Financial Corp. 0.04% New 368 $81K
Mill Capital Management, LLC 0.01% Add +0.8% 365 $81K
Clearstead Trust, LLC 0.02% No change 356 $79K
Ceeto Capital Group, LLC 0.03% New 352 $78K
Pacific Center for Financial Services 0.02% No change 351 $78K
Clear Investment Research, LLC 0.10% Add +8.6% 340 $75K
WealthCollab, LLC 0.05% No change 337 $74K
Coppell Advisory Solutions LLC 0.01% No change 337 $74K
Cetera Trust Company, N.A 0.05% 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
Contravisory Investment Management, Inc. 0.01% Reduce -6.5% 317 $70K
Founders Financial Alliance, LLC 0.02% Reduce -1.9% 310 $68K
Hemington Wealth Management 0.02% Add +11.9% 310 $68K
Balentine LLC 0.00% No change 303 $67K
Ameliora Wealth Management Ltd. 0.02% New 295 $65K
Horizon Bancorp Inc. 0.03% Reduce -10.0% 296 $65K
Vermillion & White Wealth Management Group, LLC 0.05% No change 284 $63K
Cape Investment Advisory, Inc. 0.02% Add +14.1% 275 $61K
Northwest Bank & Trust Co 0.04% No change 250 $60K
Roxbury Financial LLC 0.06% — 248 $60K
CGC Financial Services, LLC 0.02% No change 270 $60K
Riverview Trust Co 0.05% No change 269 $59K
Caxton Associates LP 0.00% New 267 $59K
SYM FINANCIAL Corp 0.01% No change 266 $59K
Creekmur Asset Management LLC 0.01% Add +2.7% 263 $58K
Hartford Financial Management Inc. 0.01% No change 258 $57K
Ridgewood Investments LLC 0.03% No change 257 $57K
Consultiva Wealth Management, Corp. 0.28% New 255 $56K
Front Row Advisors LLC 0.02% Add +18.9% 252 $56K
Luminist Capital LLC 0.10% — 245 $54K
LFA - Lugano Financial Advisors SA 0.04% New 245 $54K
Murphy & Mullick Capital Management Corp 0.05% — 244 $54K
Atwood & Palmer Inc. 0.00% No change 240 $53K
Collier Financial 0.05% — 239 $53K
Advantage Trust Co 0.03% Reduce -39.1% 237 $52K
VSM Wealth Advisory, LLC 0.02% — 235 $52K
MeadowBrook Investment Advisors LLC 0.05% No change 234 $52K
Basso Capital Management, L.P. 0.04% Reduce -87.7% 225 $50K
American Capital Advisory, LLC 0.03% Add +14.9% 223 $49K
Eukles Asset Management 0.02% No change 220 $49K
Washington Trust Advisors, Inc. 0.00% No change 217 $48K
Barrett & Company, Inc. 0.02% No change 216 $48K
Heartland Advisors Inc. 0.00% New 213 $47K
GKV Capital Management Co., Inc. 0.02% — 212 $47K
Richardson Financial Services Inc. 0.03% No change 211 $47K
Painted Porch Advisors LLC 0.02% Add +4.5% 210 $46K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 209 $46K
ROSS\JOHNSON & Associates LLC 1.06% — 208 $46K
Weaver Capital Management LLC 0.01% No change 206 $46K
Semmax Financial Advisors Inc. 0.01% Add +0.5% 198 $45K
Wingate Wealth Advisors, Inc. 0.04% — 201 $44K
DecisionPoint Financial, LLC 0.01% Reduce -3.4% 201 $44K
Tradewinds Capital Management, LLC 0.01% Reduce -8.6% 201 $44K
Transcendent Capital Group LLC 0.02% Reduce -98.7% 201 $44K
IMG Wealth Management, Inc. 0.04% — 195 $43K
Arjuna Capital 0.01% No change 195 $43K
Bellevue Asset Management, LLC 0.02% Add +3.9% 187 $41K
Burkett Financial Services, LLC 0.02% No change 186 $41K
Legacies Wealth LLC 0.03% No change 177 $39K
PSI Advisors, LLC 0.01% Add +49.6% 175 $39K
Delta Asset Management LLC 0.00% Reduce -13.4% 175 $39K
Hilltop National Bank 0.01% Reduce -56.7% 172 $38K
Hager Investment Management Services, LLC 0.02% — 171 $38K
Valley Wealth Managers, Inc. 0.00% Add +22.6% 168 $37K
Parkworth Wealth Management, Inc. 0.03% — 167 $37K
Peachtree Investment Partners, LLC 0.01% Add +0.6% 166 $37K
Godsey & Gibb, Inc. 0.00% No change 165 $36K
one8zero8, LLC 0.01% — 165 $36K
Marshall Investment Management, LLC 0.02% — 160 $35K
Family Manage LLC 0.01% Add +224.5% 159 $35K
Phillips Financial Management, LLC 0.00% Reduce -6.8% 152 $34K
GS Investments, Inc. 0.01% Reduce -16.7% 150 $33K
Kieckhefer Group LLC 0.02% — 150 $33K
Navigoe, LLC 0.03% — 150 $33K
Financial Management Professionals, Inc. 0.00% New 147 $32K
Cordant, Inc. 0.02% No change 146 $32K
Thompson Investment Management, Inc. 0.00% New 146 $32K
TruNorth Capital Management, LLC 0.01% No change 140 $31K
Insight Inv LLC 0.02% New 138 $30K
Conquis Financial LLC 0.03% — 135 $30K
PFS Partners, LLC 0.02% Add +28.6% 135 $30K
Global Wealth Strategies & Associates 0.01% No change 133 $29K
Kathleen S. Wright Associates Inc. 0.01% No change 131 $29K
Quest 10 Wealth Builders, Inc. 0.03% — 129 $29K
Centerpoint Advisors, LLC 0.01% No change 125 $28K
Atala Financial Inc 0.02% — 122 $27K
Field & Main Bank 0.01% New 122 $27K
Colony Family Offices, LLC 0.01% Add +14.4% 119 $26K
Oliver Lagore Vanvalin Investment Group 0.01% Add +891.7% 119 $26K
EnRich Financial Partners LLC 0.01% Reduce -0.8% 118 $26K
Cardinal Strategic Wealth Guidance 0.01% No change 117 $26K
Granite FO LLC 0.01% No change 117 $26K
Templeton & Phillips Capital Management, LLC 0.02% Reduce -45.8% 110 $24K
Legacy Investment Solutions, LLC 0.02% No change 107 $24K
Legacy Wealth Managment, LLC 0.02% No change 107 $24K
Transce3nd, LLC 0.01% — 106 $24K
Sugar Maple Asset Management, LLC 0.02% New 105 $23K
Castleview Partners, LLC 0.01% No change 100 $22K
Bradley & Co. Private Wealth Management, LLC 0.01% — 100 $22K
Highline Wealth Partners LLC 0.01% No change 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
Kennebec Savings Bank 0.02% No change 100 $22K
Tidemark, LLC 0.01% Add +1.0% 98 $22K
Perritt Capital Management Inc 0.01% No change 91 $20K
Pin Oak Investment Advisors Inc. 0.02% No change 90 $20K
Covenant Partners, LLC 0.01% No change 89 $20K
Richardson Capital Management LLC 0.01% Add +1.1% 89 $20K
SIMA Wealth Partners, LLC 0.02% Reduce -5.8% 82 $18K
Prudent Man Investment Management, Inc. 0.01% — 82 $18K
Raleigh Capital Management Inc. 0.01% No change 80 $18K
Your Advocates Ltd., LLP 0.01% Add +71.7% 79 $17K
TFC Financial Management, Inc. 0.00% No change 76 $17K
Evergreen Private Wealth LLC 0.01% No change 74 $16K
Curio Wealth, LLC 0.01% — 72 $16K
SRH Advisors, LLC 0.00% No change 70 $15K
Piscataqua Savings Bank 0.01% No change 70 $15K
Winnacle Wealth LLC 0.01% — 68 $15K
Mb, Levis & Associates, LLC 0.01% No change 67 $15K
Mitchell Sinkler & Starr 0.00% New 65 $14K
Putney Financial Group LLC 0.01% — 60 $13K
Stuart Chaussee & Associates, Inc. 0.00% No change 60 $13K
Cornerstone National Bank & Trust Co 0.01% No change 57 $13K
Hopwood Financial Services, Inc. 0.01% — 56 $12K
Holos Integrated Wealth LLC 0.01% — 56 $12K
Quarry LP 0.00% New 53 $12K
Compass Wealth Management LLC 0.00% No change 52 $11K
Cornerstone Planning Group LLC 0.00% Reduce -9.1% 50 $11K
Anfield Capital Management, LLC 0.00% No change 51 $11K
Hoese & Co LLP 0.01% New 50 $11K
Mainstream Capital Management LLC 0.01% New 50 $11K
Chilton Capital Management LLC 0.00% Reduce -76.5% 50 $11K
Ulland Investment Advisors, LLC 0.01% No change 50 $11K
Decker Retirement Planning Inc. 0.01% — 49 $11K
Tucker Asset Management LLC 0.00% Reduce -28.4% 48 $11K
Aventura Private Wealth, LLC 0.01% — 43 $10K
Kestra Investment Management, LLC 0.00% New 39 $9K
Pinney & Scofield, Inc. 0.01% — 38 $8K
Signature Resources Capital Management, LLC 0.01% Add +12.1% 37 $8K
Modus Advisors, LLC 0.00% New 35 $8K
Peterson Wealth Services 0.00% New 35 $8K
Sawyer & Company, Inc 0.00% Reduce -87.0% 30 $7K
Accredited Wealth Management, LLC 0.01% — 30 $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% No change 29 $6K
Aviso Financial Inc. 0.00% New 27 $6K
Pathway Financial Advisers, LLC 0.00% Add +3.9% 27 $6K
Mendota Financial Group, LLC 0.00% No change 25 $6K
WR Wealth Planners, LLC 0.00% No change 23 $5K
Wiser Advisor Group LLC 0.01% New 20 $4K
FPC Investment Advisory, Inc. 0.00% No change 19 $4K
Eagle Bay Advisors LLC 0.00% No change 17 $4K
Capital A Wealth Management, LLC 0.01% — 16 $4K
NBZ Investment Advisors LLC 0.00% — 16 $4K
ZynergyRetirementPlanningLLC 0.00% No change 14 $3K
FLP Wealth Management, LLC 0.01% — 12 $3K
Solstein Capital, LLC 0.00% No change 11 $2K
Global Trust Asset Management, LLC 0.00% No change 11 $2K
Lanark Financial, Inc. 0.20% — 10 $2K
Coston, McIsaac & Partners 0.00% No change 13 $2K
Valley National Advisers Inc. 0.00% Reduce -94.7% 12 $2K
Transamerica Financial Advisors, LLC 0.00% No change 6 $2K
Endeavor Private Wealth, Inc. 0.00% — 9 $2K
Ascentis Wealth Management, LLC 0.00% New 8 $2K
Fairscale Capital, LLC 0.00% No change 7 $2K
Sellwood Investment Partners LLC 0.00% — 5 $1K
Hillsdale Investment Management Inc. 0.00% No change 5 $1K
Covestor Ltd 0.00% Add +33.3% 4 $1K
Investment Counsel Co. of Nevada 0.00% — 3 $663
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 2 $441
Robbins Farley 0.00% No change 1 $221
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -99.8% 1 $0

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