iShares Russell 2000 ETFIWMETF

13F holders, Q1 2025 (March 31)
2,364holders −164
108new positions
251sold out
9famous investors
$199.30avg. 13F price*

At the end of Q1 2025, 2,364 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, down 164 from Q4 2024. 108 opened new positions and 251 sold out. The largest holders were Bank of America Corp. ($6.5B), Goldman Sachs Group Inc. ($5.0B) and Morgan Stanley ($4.6B). 9 famous investors held it, including Paul Tudor Jones (6.6% of Tudor Investment Corporation's portfolio), Ken Griffin (0.3% of Citadel Advisors's portfolio) and Israel Englander (0.2% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions108$1.1B
Exits251$1.4B

All 13F filers, Q4 2024 → Q1 2025: 46,939,602 shares bought and 29,059,298 shares sold, net +17,880,304 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,364 holders

Bank of America Corp. 0.58% Reduce -1.6% 32,613,821 $6.5B
Goldman Sachs Group Inc. 0.95% Add +51.0% 25,124,585 $5.0B
Morgan Stanley 0.33% Add +18.9% 23,235,954 $4.6B
Wells Fargo & Company 0.73% Reduce -20.4% 15,225,041 $3.0B
Healthcare of Ontario Pension Plan Trust Fund 4.24% Add +50.7% 9,528,000 $1.9B
BlackRock, Inc. 0.04% Reduce -1.5% 9,395,226 $1.9B
Empower Advisory Group, LLC 5.30% Add +3.4% 8,144,065 $1.6B
Jones Financial Companies LLLP 1.42% Reduce -6.2% 7,915,281 $1.6B
Susquehanna International Group, LLP 2.27% Reduce -8.4% 6,939,072 $1.4B
LPL Financial LLC 0.54% Reduce -1.7% 6,896,876 $1.4B
Rafferty Asset Management, LLC 5.19% Reduce -23.1% 6,099,028 $1.2B
BNP Paribas Financial Markets 0.94% Reduce -2.8% 6,068,406 $1.2B
JPMorgan Chase & Co. 0.09% Add +59.8% 6,044,142 $1.2B
Royal Bank of Canada 0.22% Add +11.5% 4,874,006 $972.3M
UBS Group AG 0.21% Reduce -4.4% 4,716,678 $940.9M
Barclays PLC 0.39% Add +83.3% 4,339,605 $865.7M
Northern Trust Corp. 0.12% Add +0.8% 4,053,871 $808.7M
US Bancorp \de 1.06% Add +2.7% 3,969,039 $791.8M
Tudor Investment Corporation 6.65% Add +445.3% 3,736,913 $745.5M
Bank of Montreal 0.39% Add +3.1% 3,615,398 $721.2M
HRT Financial LP 4.54% Reduce -5.8% 3,599,112 $718.0M
PNC Financial Services Group, Inc. 0.32% Reduce -2.3% 3,054,391 $609.3M
Canada Pension Plan Investment Board 0.58% Add +74.7% 3,010,000 $600.5M
Cibc World Market Inc. 1.10% Reduce -15.7% 2,417,890 $482.3M
Citigroup Inc. 0.37% Add +180.3% 2,412,002 $481.2M
M&T Bank Corp 1.71% Reduce -15.1% 2,357,060 $470.2M
Old Mission Capital LLC 8.28% Add +2986.4% 2,150,864 $429.1M
FMR LLC 0.03% Add +7.4% 2,034,441 $405.9M
Raymond James Financial Inc. 0.14% Reduce -10.2% 1,899,541 $378.9M
Bank of New York Mellon Corp 0.07% Reduce -3.2% 1,884,709 $376.0M
Millburn Ridgefield LLC 8.47% Add +10.9% 1,751,639 $349.4M
Catalyst Capital Advisors LLC 7.16% Add +10.9% 1,751,639 $349.4M
59 North Capital Management, LP 12.44% Add +107.8% 1,731,163 $345.3M
Envestnet Asset Management Inc. 0.10% Reduce -8.7% 1,560,491 $311.3M
Citadel Advisors 0.30% Add +16259.3% 1,528,286 $304.9M
Ameriprise Financial Inc. 0.08% Reduce -21.5% 1,520,553 $302.9M
Treasurer of the State of North Carolina 1.16% New 1,458,235 $290.9M
Truist Financial Corp. 0.42% Reduce -10.2% 1,306,687 $260.7M
Durable Capital Partners LP 2.25% Add +46.9% 1,263,352 $252.0M
Hudson Bay Capital Management LP 1.76% Add +424.1% 1,205,533 $240.5M
Alaska Permanent Fund Corp 3.28% Add +286.9% 1,197,502 $233.3M
Wellington Management Group LLP 0.04% Add +62.4% 1,098,512 $219.1M
Envestnet Portfolio Solutions, Inc. 0.79% Add +2.8% 1,037,241 $206.9M
Optiver Holding B.V. 7.75% New 1,005,237 $200.5M
Corient Private Wealth LP 0.32% Add +194.2% 989,544 $197.4M
Rockefeller Capital Management L.P. 0.45% Add +2.3% 923,407 $184.2M
Pathstone Holdings, LLC 0.78% Reduce -0.3% 904,444 $180.5M
Avantax Advisory Services, Inc. 1.09% Add +3.9% 900,068 $179.6M
AMG National Trust Bank 4.86% Reduce -2.5% 868,950 $173.3M
IMC-Chicago, LLC 6.53% Add +135.9% 844,413 $168.5M
Keybank National Association 0.66% Add +0.2% 824,111 $164.4M
Brown Advisory Inc. 0.23% Reduce -1.6% 820,110 $163.6M
Moore Capital Management, LP 6.38% Add +797.8% 810,400 $161.7M
Millennium Management 0.16% Reduce -43.0% 804,618 $160.5M
Jane Street Group, LLC 0.29% Reduce -46.7% 803,526 $160.3M
Franklin Resources Inc. 0.04% Reduce -1.2% 742,299 $148.1M
LBMC Investment Advisors, LLC 11.07% Reduce -0.7% 710,187 $141.7M
Cetera Investment Advisers 0.27% Reduce -3.9% 709,872 $141.6M
Commonwealth Equity Services, LLC 0.19% Reduce -11.5% 690,353 $137.7M
SG Americas Securities, LLC 0.47% Add +51.9% 689,848 $137.6M
Fifth Third Bancorp 0.51% Reduce -4.2% 673,200 $134.3M
Sand Hill Global Advisors, LLC 5.29% Add +1.6% 643,941 $128.5M
Mariner, LLC 0.21% Reduce -9.7% 640,124 $127.7M
Tiaa Trust, National Association 0.39% Reduce -0.6% 625,692 $124.8M
Creative Planning 0.11% Add +1.7% 603,746 $120.4M
Stifel Financial Corp. 0.13% Reduce -8.8% 599,850 $119.7M
Baird Financial Group, Inc. 0.22% Reduce -0.7% 578,874 $115.5M
Synovus Financial Corp. 1.49% Reduce -21.2% 577,512 $115.2M
Mirae Asset Securities (usa) Inc. 4.92% Add +124.3% 574,053 $114.5M
HighTower Advisors, LLC 0.15% Reduce -21.0% 571,029 $113.9M
Cerity Partners LLC 0.23% Add +4.5% 570,372 $113.8M
Jefferies Financial Group Inc. 2.03% Reduce -71.6% 565,455 $112.8M
Alliancebernstein L.P. 0.04% Reduce -47.9% 562,339 $112.2M
CIBC Private Wealth Group LLC 0.22% Add +4.5% 601,114 $105.1M
Blair William & Co. 0.31% Reduce -2.1% 518,453 $103.4M
Northwestern Mutual Wealth Management Co. 0.08% Add +14.3% 507,046 $101.2M
Valiant Capital Management, L.P. 10.62% New 493,377 $98.4M
Commerce Bank 0.61% Reduce -1.4% 475,882 $94.9M
Broadwood Capital Inc. 7.67% Reduce -8.7% 474,920 $94.7M
Redwood Investment Management, LLC 10.13% Reduce -24.9% 468,171 $93.4M
Highbridge Capital Management LLC 15.04% New 468,138 $93.4M
Brookstone Capital Management 1.29% Add +1.6% 450,714 $89.9M
MAI Capital Management 0.67% Reduce -2.9% 443,590 $88.5M
Osaic Holdings, Inc. 0.19% Add +0.3% 436,444 $87.1M
Squarepoint Ops LLC 0.21% Add +168.9% 430,382 $85.9M
Glenmede Trust Co. NA 0.45% Add +0.4% 423,689 $84.5M
Rhumbline Advisers 0.08% Add +860.1% 404,990 $80.8M
Cresset Asset Management, LLC 0.41% Add +2.4% 404,690 $80.7M
State of New Jersey Common Pension Fund D 0.36% No change 402,418 $80.3M
Citizens Financial Group Inc. 1.58% Add +1.6% 401,120 $80.0M
Ensign Peak Advisors, Inc 0.14% New 355,907 $71.0M
Halbert Hargrove Global Advisors, LLC 4.01% Add +0.2% 353,170 $70.5M
Focus Partners Wealth 0.17% Reduce -12.1% 348,723 $69.6M
HSBC Holdings PLC 0.04% Reduce -3.8% 338,463 $67.4M
WASHINGTON TRUST Co 2.48% Reduce -2.2% 324,386 $64.7M
Captrust Financial Advisors 0.16% Add +26.9% 323,203 $64.5M
Twin Tree Management, LP 1.39% Add +171.2% 316,564 $63.2M
Parkside Investments, LLC 9.28% Add +0.2% 315,970 $63.0M
Allspring Global Investments Holdings, LLC 0.11% Add +539.9% 312,100 $62.3M
Navigation Wealth Management, Inc. 91.90% New 301,544 $60.2M
Wolverine Trading, LLC 1.89% Add +80.4% 297,676 $59.7M
Comerica Bank 0.25% Reduce -2.2% 295,735 $59.0M
Arvest Bank Trust Division 3.72% Reduce -5.3% 294,836 $58.8M
Stairway Partners, LLC 3.60% Add +3.2% 292,989 $58.4M
Janney Montgomery Scott LLC 0.16% Add +0.4% 289,849 $57.8M
Regions Financial Corp. 0.41% Reduce -1.4% 278,269 $55.5M
GLOBALT Investments LLC / GA 2.27% Reduce -0.9% 278,162 $55.5M
LMR Partners LLP 1.53% Reduce -19.9% 277,424 $55.3M
National Philanthropic Trust 0.88% Reduce -0.9% 272,323 $54.3M
Deutsche Bank AG 0.02% Reduce -1.0% 268,329 $53.5M
MetLife Investment Management, LLC 0.29% Add +29.4% 267,810 $53.4M
Cambridge Investment Research Advisors, Inc. 0.18% Reduce -20.5% 266,778 $53.2M
Whittier Trust Co. 0.72% Reduce -3.4% 258,068 $51.5M
First Financial Bank - Trust Division 4.77% Reduce -0.8% 246,623 $49.2M
First Western Trust Bank 2.30% Add +2.0% 241,293 $48.1M
NorthCoast Asset Management LLC 0.24% Reduce -3.7% 240,582 $48.0M
River Wealth Advisors LLC 6.66% Add +2.2% 240,109 $47.9M
FineMark National Bank & Trust 1.74% Add +0.4% 239,159 $47.7M
Wealthspire Advisors, LLC 0.28% Add +94.6% 236,944 $47.3M
Accredited Investors Inc. 2.87% Reduce -2.4% 231,388 $46.2M
Mercer Global Advisors Inc. 0.11% Add +19.5% 230,534 $46.0M
Moneta Group Investment Advisors LLC 0.63% Reduce -25.4% 228,513 $45.6M
Johnson Investment Counsel Inc. 0.43% Add +0.9% 221,311 $44.1M
GTS Securities LLC 1.89% Add +13711.9% 218,504 $43.6M
Q Global Advisors, LLC 35.17% New 214,780 $42.8M
German American Bancorp, Inc. 4.59% Add +2.0% 214,193 $42.7M
Red Cedar Investment Management, LLC 5.77% Reduce -9.5% 208,901 $41.7M
Peapack Gladstone Financial Corp. 0.62% Reduce -2.6% 208,558 $41.6M
Natixis Advisors, LLC 0.08% Add +111.5% 205,681 $41.0M
HBK Investments L P 0.82% Add +67.7% 204,886 $40.9M
Eisler Capital Management Ltd. 1.20% Add +190.8% 200,383 $40.0M
Savant Capital, LLC 0.34% Reduce -2.4% 200,395 $40.0M
Belvedere Trading LLC 3.46% Add +918.5% 200,248 $39.9M
TCTC Holdings, LLC 1.40% Add +1.9% 199,097 $39.7M
Capstone Investment Advisors, LLC 0.45% Add +12.7% 196,878 $39.3M
Factory Mutual Insurance Co. 0.45% Reduce -67.0% 194,755 $38.9M
Dakota Wealth Management 0.89% Reduce -2.3% 190,013 $37.9M
Private Advisor Group, LLC 0.23% Add +2.4% 188,017 $37.5M
Wealth Enhancement Advisory Services, LLC 0.07% Add +1.4% 186,366 $37.2M
Kestra Advisory Services, LLC 0.18% Reduce -10.2% 182,294 $36.4M
Sanctuary Advisors, LLC 0.25% Reduce -6.8% 181,242 $36.2M
Neuberger Berman Group LLC 0.03% Add +27.4% 181,110 $36.1M
Modera Wealth Management, LLC 0.49% Reduce -1.5% 180,579 $36.0M
MML Investors Services, LLC 0.12% Add +4.0% 179,063 $35.7M
Pittenger & Anderson Inc. 1.30% Add +0.4% 177,589 $35.4M
Stock Yards Bank & Trust Co. 1.24% Reduce -1.8% 174,157 $34.7M
Waverly Advisors, LLC 0.42% Add +3.3% 171,937 $34.3M
D. E. Shaw & Co. 0.04% Add +66.8% 170,800 $34.1M
Prudential Financial Inc. 0.05% Add +595.3% 169,196 $33.8M
A&I Financial Services, LLC 22.79% Reduce -2.3% 168,838 $33.7M
Parkside Advisors LLC 8.01% Add +2.2% 166,866 $33.3M
IHT Wealth Management, LLC 1.01% Add +3.0% 162,564 $32.4M
UMB Bank, n.a. 0.52% Reduce -6.2% 156,809 $31.3M
Stephens Inc. 0.46% Reduce -6.7% 156,780 $31.3M
Anderson Hoagland & Co. 3.69% Reduce -3.9% 178,014 $31.1M
Greenwood Gearhart LLC 2.11% Add +9.5% 152,972 $30.5M
Lido Advisors, LLC 0.18% Reduce -6.1% 152,012 $30.3M
D.A. Davidson & Co. 0.24% Add +5.8% 150,091 $29.9M
National Bank of Canada 0.04% Reduce -60.3% 150,050 $29.9M
Bessemer Group Inc. 0.05% Add +130.1% 148,098 $29.5M
Calamos Advisors LLC 0.19% Add +0.9% 140,615 $28.1M
Tower Research Capital LLC (TRC) 0.82% Add +24.0% 137,613 $27.5M
Country Trust Bank 0.68% Add +23.2% 135,686 $27.1M
First Horizon Advisors, Inc. 0.76% Add +2.0% 135,357 $27.0M
Verition Fund Management LLC 0.16% Reduce -14.8% 135,349 $27.0M
Whittier Trust Co. of Nevada Inc. 0.68% Reduce -0.3% 134,755 $26.9M
Metropolitan Life Insurance Co 12.37% No change 134,089 $26.7M
Paulson Wealth Management Inc. 7.34% Add +4.8% 130,775 $26.1M
Toronto Dominion Bank 0.07% Reduce -55.7% 128,389 $25.6M
Titleist Asset Management, LLC 2.94% Reduce -0.0% 127,133 $25.4M
Compass Rose Asset Management, LP 12.60% New 125,000 $24.9M
Jump Financial, LLC 0.37% New 122,346 $24.4M
PEAK6 LLC 0.95% New 122,152 $24.4M
First Foundation Advisors 0.99% Add +6.0% 121,901 $24.3M
AQR Capital Management 0.03% Add +14.2% 121,729 $24.3M
Consolidated Investment Group LLC 3.66% Reduce -4.3% 119,666 $23.9M
Edge Wealth Management LLC 4.82% Add +2.1% 119,173 $23.8M
Wilmington Savings Fund Society, FSB 0.44% Reduce -2.6% 118,974 $23.7M
All Terrain Financial Advisors, LLC 9.03% Add +16.1% 116,171 $23.2M
Busey Bank 0.77% Reduce -3.3% 115,082 $23.0M
Marshall & Sullivan Inc. 11.49% Reduce -2.0% 113,524 $22.6M
Waters Parkerson & Co., LLC 1.21% Add +3.0% 113,251 $22.6M
Tarbox Family Office, Inc. 3.72% Reduce -0.9% 112,127 $22.4M
Stratos Wealth Partners, LTD. 0.34% Reduce -22.9% 111,902 $22.3M
First Commonwealth Financial Corp 5.23% Add +18.1% 111,306 $22.2M
Choreo, LLC 0.34% Add +31.9% 153,111 $22.1M
Great Waters Wealth Management 3.05% Reduce -13.6% 110,127 $22.0M
NewEdge Advisors, LLC 0.13% Reduce -6.8% 109,448 $21.8M
Larson Financial Group LLC 1.03% Add +4.6% 108,991 $21.7M
Blueshift Asset Management, LLC 8.59% Reduce -21.8% 108,593 $21.7M
Oldfather Financial Services, LLC 8.21% Add +1.2% 108,389 $21.6M
Amarillo National Bank 4.10% Reduce -19.6% 105,657 $21.1M
Janney Capital Management LLC 1.44% Reduce -1.9% 105,122 $21.0M
1ST Source Bank 1.24% Reduce -1.6% 105,113 $21.0M
GW&K Investment Management, LLC 0.19% Reduce -14.9% 104,797 $20.9M
LJI Wealth Management, LLC 4.12% Add +8.1% 103,822 $20.7M
Equitable Holdings, Inc. 0.20% Reduce -4.6% 103,418 $20.6M
NTV Asset Management LLC 2.72% Reduce -5.1% 102,539 $20.5M
Oppenheimer Asset Management Inc. 0.25% Reduce -10.1% 101,231 $20.2M
Ieq Capital, LLC 0.16% Add +71.0% 98,911 $19.7M
Pinnacle Financial Partners Inc 0.40% Reduce -1.0% 93,971 $19.7M
BIP Wealth, LLC 1.28% Add +1.8% 98,391 $19.6M
Clearstead Advisors, LLC 0.31% Reduce -0.9% 98,319 $19.6M
Analyst IMS Investment Management Services Ltd. 0.76% No change 97,879 $19.5M
Point72 Europe (London) LLP 1.32% New 96,221 $19.2M
Valeo Financial Advisors, LLC 0.53% Add +4.2% 95,861 $19.1M
Qube Research & Technologies Ltd 0.03% New 94,651 $18.9M
Mesirow Financial Investment Management, Inc. 0.37% Add +4.1% 94,510 $18.9M
Berkshire Money Management, Inc. 2.10% Add +5.6% 93,983 $18.7M
&partners 0.20% Add +2.5% 93,546 $18.7M
Thrivent Financial for Lutherans 0.04% Reduce -2.3% 79,541 $18.3M
Hengehold Capital Management LLC 1.73% Reduce -35.5% 91,263 $18.2M
IronBridge Private Wealth, LLC 7.11% Add +7.1% 90,468 $18.0M
Rovida Investment Management Ltd 5.38% No change 90,000 $18.0M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -34.6% 89,175 $17.8M
Finley Financial, LLC 9.59% Add +0.4% 87,783 $17.2M
Connors Investor Services Inc. 1.70% Reduce -3.3% 85,857 $17.1M
Brighton Jones LLC 0.55% Reduce -2.1% 85,848 $17.1M
Litman Gregory Wealth Management LLC 1.45% Reduce -23.6% 85,014 $17.0M
Glenview Trust Co 0.33% Reduce -0.4% 84,190 $16.8M
SteelPeak Wealth, LLC 0.71% Add +29.8% 83,569 $16.7M
Cwm, LLC 0.07% Reduce -35.6% 83,409 $16.6M
Hillcrest Wealth Advisors - NY, LLC 8.15% Add +0.7% 82,527 $16.5M
Beacon Pointe Advisors, LLC 0.18% Add +4.1% 80,743 $16.1M
Mackenzie Financial Corp. 0.02% Add +6.6% 80,059 $16.0M
SummitTX Capital, L.P. 0.70% — 80,000 $16.0M
Crewe Advisors LLC 2.23% Reduce -0.6% 79,517 $15.9M
KADENSA CAPITAL Ltd 1.96% Add +33.5% 79,277 $15.8M
Stratos Wealth Advisors, LLC 0.84% Reduce -4.6% 76,798 $15.3M
Guardian Wealth Advisors, LLC 9.81% Add +6.3% 76,679 $15.3M
Portland Global Advisors LLC 1.92% Add +1.7% 76,573 $15.3M
Atria Wealth Solutions, Inc. 0.18% Reduce -22.8% 76,564 $15.3M
Baron Financial Group, LLC 9.30% Reduce -0.7% 74,133 $14.8M
Brewster Financial Planning LLC 10.89% Add +2.0% 73,875 $14.7M
Wesbanco Bank Inc. 0.51% Add +6.5% 73,824 $14.7M
Pinnacle Associates Ltd. 0.22% Reduce -3.1% 73,786 $14.7M
Farmers & Merchants Investments Inc. 0.47% Reduce -0.1% 73,642 $14.7M
BTC Capital Management, Inc. 1.33% Add +6.3% 73,161 $14.6M
SimpliFi, Inc. 6.69% Add +0.2% 73,046 $14.6M
Kanawha Capital Management LLC 1.13% Reduce -1.1% 72,936 $14.6M
Jasper Ridge Partners, L.P. 0.47% No change 72,711 $14.5M
Integrated Wealth Concepts LLC 0.17% Reduce -5.5% 70,919 $14.1M
Patton Fund Management, Inc. 3.42% Add +3.4% 70,761 $14.1M
Loomis Sayles & Co. L P 0.02% Add +218.5% 70,514 $14.1M
Banco Santander, S.A. 0.15% Add +60.9% 69,624 $13.9M
Old National Bancorp 0.36% Add +1.2% 69,503 $13.9M
J.W. Cole Advisors, Inc. 0.43% Add +2.9% 69,462 $13.9M
Dynamic Advisor Solutions LLC 0.46% Add +7.7% 69,372 $13.8M
LCM Capital Management Inc 8.10% Add +2.7% 69,115 $13.8M
Jacobi Capital Management LLC 1.01% Add +6.9% 68,825 $13.7M
Ameritas Investment Partners, Inc. 0.47% Reduce -9.6% 67,978 $13.6M
Salomon & Ludwin, LLC 1.44% Add +3.6% 67,782 $13.5M
Coastline Trust Co 1.67% Add +9.1% 67,469 $13.5M
MSA Advisors, LLC 3.42% No change 67,000 $13.4M
Perigon Wealth Management, LLC 0.34% Add +2.6% 66,687 $13.3M
New Perspectives, Inc 7.09% Add +4.2% 66,603 $13.3M
Diversified Trust Co. 0.33% Reduce -2.0% 66,315 $13.2M
Bailard, Inc. 0.34% Add +0.1% 65,810 $13.1M
Renaissance Technologies 0.02% New 65,300 $13.0M
RTD Financial Advisors, Inc. 1.74% Reduce -6.1% 64,999 $13.0M
Sigma Investment Counselors Inc. 0.79% Add +4.8% 64,739 $12.9M
Advisory Services Network, LLC 0.25% Add +1.0% 64,715 $12.9M
Banque Pictet & Cie SA 0.14% Reduce -14.2% 64,690 $12.9M
Smith, Moore & Co. 1.19% Reduce -0.2% 64,152 $12.8M
Dimension Capital Management LLC 2.27% Reduce -1.1% 64,094 $12.8M
Sollinda Capital Management LLC 3.55% Add +2591.2% 63,997 $12.8M
Partners Capital Investment Group, LLP 0.21% Add +63.0% 62,911 $12.6M
United Capital Financial Advisors, LLC 0.11% Add +5.5% 62,193 $12.4M
Steward Partners Investment Advisory, LLC 0.11% Reduce -64.1% 62,103 $12.4M
Heck Capital Advisors, LLC 1.39% Add +6.8% 61,742 $12.3M
IFP Advisors, Inc 0.38% Reduce -1.9% 61,433 $12.3M
Simmons Bank 0.92% Add +2.6% 61,120 $12.2M
Summit Financial, LLC 0.34% Reduce -31.4% 60,565 $12.1M
Concurrent Investment Advisors, LLC 0.29% Add +4.5% 60,360 $12.0M
DE Burlo Group Inc. 1.78% Reduce -68.4% 60,300 $12.0M
Westshore Wealth, LLC 5.09% Reduce -1.6% 60,161 $12.0M
Meridian Wealth Management, LLC 0.58% Reduce -2.1% 59,502 $11.9M
Foster Group, Inc. 0.44% Reduce -11.9% 59,463 $11.9M
TRUE Private Wealth Advisors 1.43% Reduce -56.4% 58,816 $11.7M
VestGen Advisors, LLC 0.53% — 58,765 $11.7M
Fidelis Capital Partners, LLC 1.24% Add +18.4% 60,197 $11.7M
Cavalier Investments, LLC 3.97% Add +169.9% 58,527 $11.7M
Legacy Wealth Management, LLC 0.78% Reduce -1.0% 58,497 $11.7M
Pinnacle Wealth Management Advisory Group, LLC 1.07% Add +2.5% 57,717 $11.5M
Canada Post Corp Registered Pension Plan 5.08% No change 57,711 $11.5M
Flputnam Investment Management Co. 0.21% Reduce -10.0% 57,317 $11.4M
Greenfield FTC, Inc. 2.65% No change 57,262 $11.4M
HighMark Wealth Management LLC 6.73% Reduce -2.0% 57,092 $11.4M
TD Private Client Wealth LLC 0.31% Reduce -6.3% 57,028 $11.4M
Callan Family Office, LLC 0.85% Add +4.4% 56,906 $11.4M
Quadrature Capital Ltd 0.25% Reduce -51.1% 56,323 $11.2M
Sequoia Financial Advisors, LLC 0.09% Add +0.5% 55,942 $11.2M
Humankind Investments LLC 2.88% No change 55,660 $11.1M
Bremer Bank National Association 1.97% Add +0.9% 55,521 $11.1M
Kestra Private Wealth Services, LLC 0.18% Reduce -7.9% 55,487 $11.1M
Flow Traders U.S. LLC 0.46% New 54,688 $10.9M
Lodestar Private Asset Management LLC 1.36% Add +2.4% 54,350 $10.8M
Alpine Bank Wealth Management 1.73% — 53,917 $10.8M
Bokf, NA 0.19% Reduce -8.4% 53,205 $10.6M
Integrated Advisors Network LLC 0.54% Add +0.2% 53,161 $10.6M
Arbor Investment Advisors, LLC 1.45% Add +5.8% 53,127 $10.6M
Bank of Nova Scotia 0.02% Reduce -90.3% 52,568 $10.5M
Sageworth Trust Co 0.65% Reduce -1.5% 52,314 $10.4M
Spahn Wealth & Retirement LLC 7.63% Reduce -23.8% 52,122 $10.4M
Symphony Financial, Ltd. Co. 6.15% Reduce -24.7% 55,230 $10.4M
Federation des caisses Desjardins du Quebec 0.05% Reduce -37.0% 52,021 $10.4M
Argent Advisors, Inc. 3.44% Reduce -2.1% 51,470 $10.3M
Moment Partners, LLC 2.03% Reduce -3.7% 51,468 $10.3M
SilverOak Wealth Management LLC 2.21% Add +0.3% 51,147 $10.2M
Bluefin Capital Management, LLC 8.45% — 51,061 $10.2M
Conning Inc. 0.37% Reduce -21.6% 50,939 $10.2M
Verdence Capital Advisors LLC 0.77% Add +18.4% 50,875 $10.1M
Kiker Wealth Management, LLC 6.90% Add +3.1% 50,662 $10.1M
Proficio Capital Partners LLC 0.78% Reduce -73.2% 45,625 $10.1M
Latigo Investments, LLC 5.37% No change 50,522 $10.1M
Courier Capital LLC 0.66% Add +0.5% 50,350 $10.0M
Rovida Advisors Inc. 7.52% New 50,300 $10.0M
Blue Bell Private Wealth Management, LLC 1.90% Add +9.6% 50,244 $10.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.31% Reduce -89.0% 50,029 $10.0M
Annandale Capital, LLC 1.87% New 50,000 $10.0M
Greenberg Financial Group 4.15% — 40,113 $9.9M
Robertson Stephens Wealth Management, LLC 0.37% Add +5.7% 49,744 $9.9M
Madrid Financial Services 7.16% Add +952.5% 49,288 $9.8M
Vestcor Inc 0.33% Add +308.4% 48,438 $9.7M
London Co. of Virginia 0.06% Add +9.6% 48,358 $9.6M
Blue Chip Partners, LLC 0.83% Add +2153.3% 48,064 $9.6M
Idaho Trust Co 3.90% Add +0.6% 47,971 $9.6M
Smithfield Trust Co 0.48% Reduce -0.2% 47,905 $9.6M
Gilbert & Cook, Inc. 1.38% Reduce -29.7% 47,862 $9.5M
SCS Capital Management LLC 0.12% Add +2231.9% 47,850 $9.5M
Silvercrest Asset Management Group LLC 0.07% Add +100.4% 47,626 $9.5M
Two Sigma Securities, LLC 1.45% Add +2495.3% 47,571 $9.5M
William Howard & Co Financial Advisors Inc 8.89% Reduce -0.8% 47,548 $9.5M
Aspiriant, LLC 0.32% Add +0.0% 46,862 $9.3M
MCF Advisors LLC 0.66% Reduce -7.1% 46,245 $9.2M
EP Wealth Advisors, LLC 0.07% Add +4.2% 45,887 $9.2M
DT Investment Partners, LLC 0.88% Add +5.7% 45,681 $9.1M
Voya Investment Management LLC 0.01% Reduce -6.2% 45,433 $9.1M
Platt Investment Counsel, LLC 8.92% Reduce -38.1% 45,327 $9.0M
Raelipskie Partnership 4.64% Reduce -0.7% 45,219 $9.0M
Vanguard Group Inc. 0.00% Reduce -1.2% 44,926 $9.0M
Allworth Financial LP 0.05% Reduce -2.7% 46,041 $8.9M
Nepc LLC 0.25% No change 44,764 $8.9M
Oppenheimer & Co. Inc. 0.13% Add +20.4% 44,700 $8.9M
Parisi Gray Wealth Management 2.89% Add +5.3% 44,431 $8.9M
Sowell Financial Services LLC 0.40% Reduce -3.1% 44,139 $8.8M
Diversified Portfolios, Inc. 0.92% Add +13.4% 44,051 $8.8M
Arcadia Investment Advisors LLC 4.91% Add +0.6% 43,988 $8.8M
Fund Evaluation Group, LLC 0.38% Reduce -0.1% 43,836 $8.7M
Fulton Breakefield Broenniman LLC 0.63% Reduce -8.8% 43,442 $8.7M
Hilltop Holdings Inc. 0.55% Add +6.1% 43,429 $8.7M
HB Wealth Management, LLC 0.07% Add +7.2% 43,300 $8.6M
Compound Planning, Inc. 0.39% Reduce -8.6% 43,008 $8.6M
McLean Asset Management Corp 2.82% Reduce -3.4% 48,763 $8.5M
State of Wyoming 1.12% Add +135.4% 42,505 $8.5M
J. Goldman & Co LP 0.30% Add +6.0% 42,413 $8.5M
Daymark Wealth Partners, LLC 0.36% Reduce -5.7% 41,958 $8.4M
Harvest Investment Advisors, LLC 6.04% Add +3.9% 41,900 $8.4M
Sierra Capital LLC 1.00% Reduce -8.2% 41,577 $8.3M
Segall Bryant & Hamill, LLC 0.13% Add +61.0% 41,203 $8.2M
Howard Capital Management, LLC 0.20% Reduce -1.6% 40,875 $8.2M
Financial Counselors Inc. 0.12% Add +19.9% 40,786 $8.1M
Ausdal Financial Partners, Inc. 0.61% Reduce -6.6% 40,376 $8.1M
Ashton Thomas Private Wealth, LLC 0.31% Reduce -1.2% 40,373 $8.1M
DRW Securities, LLC 0.68% Reduce -56.2% 40,252 $8.0M
Pine Valley Investments Ltd Liability Co 0.52% Add +9.2% 40,225 $8.0M
Systematic Alpha Investments, LLC 0.30% No change 40,006 $8.0M
M.D. Sass, LLC 0.70% New 40,000 $8.0M
Meridian Wealth Partners, LLC 1.27% Reduce -4.8% 39,990 $8.0M
Moller Wealth Partners 1.95% Reduce -0.2% 39,610 $7.9M
Culbertson A N & Co. Inc. 1.25% Reduce -0.4% 39,193 $7.8M
JCIC Asset Management Inc. 3.27% Reduce -1.7% 39,189 $7.8M
CI Investments Inc. 0.03% New 38,965 $7.8M
Ramsay, Stattman, Vela & Price, Inc. 1.48% Reduce -0.4% 38,948 $7.8M
Montag A & Associates Inc. 0.39% Reduce -5.2% 38,897 $7.8M
Prime Capital Investment Advisors, LLC 0.09% Add +22.9% 38,810 $7.7M
Fluent Financial, LLC 3.35% Reduce -4.8% 38,546 $7.7M
Independent Family Office, LLC 4.03% Reduce -0.1% 38,388 $7.7M
O'shaughnessy Asset Management, LLC 0.06% Reduce -0.8% 38,110 $7.6M
Carret Asset Management, LLC 0.85% Add +2.1% 37,888 $7.6M
First National Trust Co 0.30% Reduce -1.3% 37,855 $7.6M
Parkside Financial Bank & Trust 0.96% Add +4.4% 37,835 $7.5M
Gray Private Wealth, LLC 4.53% Add +4.0% 37,708 $7.5M
Evercore Wealth Management, LLC 0.12% Reduce -1.9% 37,587 $7.5M
Waratah Capital Advisors Ltd. 0.51% New 37,319 $7.4M
Credit Agricole S A 0.03% Reduce -76.7% 37,177 $7.4M
XML Financial, LLC 0.69% Reduce -5.7% 36,928 $7.4M
Symmetry Investments LP 0.66% Add +46.2% 36,889 $7.4M
Royal Fund Management, LLC 0.87% Reduce -62.3% 36,561 $7.3M
RMR Wealth Builders 0.77% Reduce -6.8% 36,604 $7.3M
Central Bank & Trust Co. 1.21% Reduce -10.6% 36,441 $7.3M
Arkadios Wealth Advisors 0.28% Reduce -16.8% 36,428 $7.3M
Politan Capital Management LP 0.49% New 36,000 $7.2M
Badgley Phelps Wealth Managers, LLC 0.17% Reduce -2.9% 35,858 $7.2M
Gallo Partners, LP 4.76% Add +143.0% 35,776 $7.1M
Banque Cantonale Vaudoise 0.31% — 35,760 $7.1M
Gladstone Institutional Advisory LLC 0.33% Reduce -4.5% 35,642 $7.1M
NBT Bank, N.A. 0.51% Add +0.5% 35,576 $7.1M
Lindbrook Capital, LLC 0.65% Reduce -8.4% 35,285 $7.0M
James Investment Research, Inc. 0.89% Add +0.5% 35,244 $7.0M
Becker Capital Management Inc. 0.23% Add +5.0% 35,244 $7.0M
Ironwood Investment Management LLC 3.80% Reduce -11.6% 34,938 $7.0M
Fiduciary Trust Co 0.09% Add +0.0% 34,790 $6.9M
St. Louis Trust Co 1.00% Reduce -8.8% 34,466 $6.9M
Kettle Hill Capital Management, LLC 1.87% Reduce -50.3% 34,102 $6.8M
Hancock Whitney Corp. 0.22% Reduce -20.3% 34,010 $6.8M
Evergreen Capital Management LLC 0.23% Add +2.2% 33,931 $6.8M
Ballentine Partners, LLC 0.12% Add +1.0% 33,800 $6.7M
Commonwealth Financial Services, LLC 1.38% Add +17.6% 33,668 $6.7M
Palisade Asset Management, LLC 0.69% Reduce -1.5% 33,578 $6.7M
Capital Investment Advisory Services, LLC 0.60% Add +200.6% 33,503 $6.7M
Private Wealth Asset Management, LLC 0.96% — 33,442 $6.7M
C M Bidwell & Associates Ltd. 4.01% Reduce -0.1% 33,410 $6.7M
Bradley Foster & Sargent Inc. 0.11% Reduce -9.0% 33,404 $6.7M
Avidian Wealth Enterprises, LLC 0.30% Reduce -4.9% 33,381 $6.7M
DHJJ Financial Advisors, Ltd. 2.67% Reduce -1.6% 33,281 $6.6M
First Citizens Bank & Trust Co. 0.17% Reduce -2.3% 33,254 $6.6M
Foundations Investment Advisors, LLC 0.12% Reduce -45.7% 32,926 $6.6M
Level Four Advisory Services, LLC 0.27% Reduce -34.9% 32,754 $6.5M
Guided Capital Wealth Management, LLC 5.45% Add +38.8% 32,701 $6.5M
Cape Cod Five Cents Savings Bank 0.59% No change 29,296 $6.5M
Modern Wealth Management, LLC 0.21% Add +18.9% 32,274 $6.4M
Aspen Investment Management Inc 2.96% Reduce -14.7% 32,190 $6.4M
Dumont & Blake Investment Advisors LLC 1.80% Reduce -0.4% 32,140 $6.4M
Klingman & Associates, LLC 0.39% Add +0.0% 32,131 $6.4M
Bartlett & Co. Wealth Management LLC 0.09% Add +17.7% 32,109 $6.4M
JMG Financial Group, Ltd. 0.22% Reduce -4.4% 32,015 $6.4M
Greenleaf Trust 0.06% Add +6.3% 31,868 $6.4M
LPWM LLC 2.05% Add +3.9% 31,868 $6.4M
Newport Capital Group, LLC 4.57% Add +1.7% 31,784 $6.3M
Chicago Partners Investment Group LLC 0.21% Reduce -0.8% 32,101 $6.3M
IFG Advisory, LLC 0.35% Reduce -7.2% 31,716 $6.3M
Clear Creek Financial Management, LLC 0.65% Reduce -58.6% 31,440 $6.3M
CW Advisors, LLC 0.08% Add +261.6% 30,896 $6.3M
Corepath Wealth Partners LLC 5.96% Add +2.1% 33,345 $6.3M
Cercano Management LLC 0.18% No change 31,284 $6.2M
Axxcess Wealth Management, LLC 0.17% Reduce -34.8% 31,237 $6.2M
Legacy Trust 1.50% Add +2.6% 31,188 $6.2M
Spire Wealth Management 0.20% Add +12.4% 31,019 $6.2M
Rathbones Group PLC 0.03% Add +38.2% 31,018 $6.2M
Burling Wealth Partners, LLC 1.30% Add +1.2% 30,895 $6.2M
Geneos Wealth Management Inc. 0.21% Add +4.0% 30,828 $6.1M
Aristotle Capital Boston, LLC 0.31% Add +6.2% 30,718 $6.1M
Phoenix Financial Ltd. 0.09% New 30,539 $6.1M
Bleakley Financial Group, LLC 0.20% Reduce -3.5% 30,525 $6.1M
Caerus Investment Advisors, LLC 5.86% Reduce -1.2% 30,478 $6.1M
PFW Advisors LLC 1.90% Reduce -4.0% 30,438 $6.1M
Cornerstone Advisory, LLC 0.70% Reduce -7.5% 30,581 $6.0M
Dorsey & Whitney Trust CO LLC 0.35% Reduce -3.4% 29,937 $6.0M
Summit Wealth Partners, LLC 1.21% Reduce -5.3% 29,894 $6.0M
Mill Creek Capital Advisors, LLC 0.14% Reduce -1.6% 29,759 $5.9M
California First Leasing Corp. 2.61% No change 29,705 $5.9M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 29,681 $5.9M
Weiss Asset Management LP 0.23% New 29,611 $5.9M
Investors Asset Management of Georgia Inc. /Ga/ 2.98% Add +21.6% 29,520 $5.9M
GWN Securities Inc. 0.33% Add +309.6% 28,858 $5.9M
McKinley Carter Wealth Services, Inc. 0.36% Reduce -8.9% 29,360 $5.9M
Arrowstreet Capital, Limited Partnership 0.00% Add +10.8% 29,176 $5.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -6.7% 29,154 $5.8M
Nantahala Capital Management, LLC 0.48% Reduce -70.1% 29,151 $5.8M
Citizens Business Bank 1.26% Add +13.3% 29,123 $5.8M
Independence Bank of Kentucky 0.90% Reduce -1.1% 29,006 $5.8M
Earnest Partners LLC 0.03% Reduce -66.8% 28,972 $5.8M
Welch & Forbes LLC 0.08% Reduce -4.6% 28,785 $5.7M
New England Private Wealth Advisors LLC 0.88% Add +0.3% 28,463 $5.7M
Argent Trust Co 0.23% Add +0.1% 28,338 $5.7M
Rossmore Private Capital 0.70% Reduce -2.8% 28,285 $5.6M
Fifth Third Wealth Advisors LLC 0.29% Add +17.8% 28,087 $5.6M
Estate Counselors, LLC 0.58% Reduce -0.9% 28,062 $5.6M
Single Point Partners, LLC 1.31% Add +0.0% 28,039 $5.6M
Audent Global Asset Management, LLC 4.61% Reduce -24.6% 28,011 $5.6M
Venture Visionary Partners LLC 0.23% Reduce -5.0% 27,824 $5.6M
Park Avenue Securities LLC 0.07% Add +14.2% 27,717 $5.5M
Capstone Financial Advisors, Inc. 0.35% Reduce -1.1% 27,641 $5.5M
Arete Wealth Advisors, LLC 0.42% Add +2.8% 27,378 $5.5M
Fearless Solutions, LLC dba Best Invest 4.21% Reduce -0.5% 27,164 $5.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.61% Reduce -0.5% 27,149 $5.4M
Cobblestone Capital Advisors LLC 0.30% Reduce -0.6% 27,115 $5.4M
PKO Investment Management Joint-Stock Co 0.61% No change 27,000 $5.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -19.6% 26,913 $5.4M
Coldstream Capital Management Inc. 0.11% Reduce -10.7% 26,747 $5.3M
Verger Capital Management LLC 2.34% Add +7.3% 26,682 $5.3M
Unique Wealth, LLC 1.00% Add +20.3% 26,617 $5.3M
Summit Wealth & Retirement Planning, Inc. 1.63% Reduce -0.0% 26,615 $5.3M
Cary Street Partners Financial LLC 0.17% Add +16.9% 26,454 $5.3M
Engine Capital Management, LP 1.00% No change 26,444 $5.3M
BayBridge Capital Group, LLC 3.77% Add +18.3% 26,309 $5.2M
TD Waterhouse Canada Inc. 0.04% Add +1.8% 26,265 $5.2M
Peddock Capital Advisors, LLC 1.32% Reduce -1.4% 26,169 $5.2M
Connecticut Wealth Management, LLC 0.27% Reduce -12.3% 26,157 $5.2M
Stordahl Capital Management, Inc. 1.24% Add +0.1% 26,145 $5.2M
Pine Ridge Advisers LLC 0.44% Add +35.8% 26,022 $5.2M
Prospera Financial Services Inc 0.12% Reduce -43.4% 25,911 $5.2M
City Holding Co. 0.73% Reduce -0.9% 25,882 $5.2M
Smith & Howard Wealth Management, LLC 1.41% Add +8.9% 25,842 $5.2M
Goldstone Financial Group, LLC 0.78% Reduce -44.9% 25,728 $5.1M
Brown Brothers Harriman & Co. 0.04% Reduce -5.7% 25,727 $5.1M
Fort Washington Investment Advisors Inc. 0.03% Reduce -1.8% 25,666 $5.1M
BSW Wealth Partners 0.77% Reduce -3.4% 25,486 $5.1M
Merit Financial Group, LLC 0.08% Reduce -2.3% 25,401 $5.1M
Bridges Investment Management Inc. 0.07% No change 25,335 $5.1M
Twin Focus Capital Partners, LLC 0.78% Reduce -0.1% 25,308 $5.0M
Surience Private Wealth LLC 8.78% Add +29.9% 25,234 $5.0M
Evolution Wealth Advisors, LLC 0.84% Reduce -41.3% 25,116 $5.0M
Riggs Asset Managment Co. Inc. 1.43% Reduce -50.5% 25,111 $5.0M
Evoke Wealth, LLC 0.13% Add +3.5% 24,924 $5.0M
Country Club Bank 0.33% Reduce -2.4% 24,786 $5.0M
Fire Capital Management LLC 3.64% Add +9.0% 24,836 $5.0M
Flagstar Securities, Inc. 1.27% Reduce -6.0% 24,816 $5.0M
Triumph Capital Management 1.65% Reduce -0.3% 24,807 $4.9M
JFS Wealth Advisors, LLC 0.33% Reduce -12.5% 24,639 $4.9M
State of Wisconsin Investment Board 0.01% Reduce -63.2% 24,448 $4.9M
Townsquare Capital LLC 0.05% Reduce -5.5% 24,400 $4.9M
Canton Hathaway, LLC 0.98% No change 24,377 $4.9M
PFG Advisors 0.27% Add +9.9% 24,289 $4.8M
YHB Investment Advisors, Inc. 0.40% Add +0.8% 24,233 $4.8M
Full Sail Capital, LLC 0.31% Reduce -0.2% 23,982 $4.8M
Chris Bulman Inc 3.01% Reduce -3.0% 23,891 $4.8M
Parallel Advisors, LLC 0.11% Add +4.3% 23,752 $4.7M
Farther Finance Advisors, LLC 0.12% Add +86.6% 23,712 $4.7M
Quantinno Capital Management LP 0.03% Add +68.8% 23,696 $4.7M
Focus Partners Advisor Solutions, LLC 0.07% Add +15.0% 23,547 $4.7M
CMG Global Holdings, LLC 3.06% Add +10.2% 24,176 $4.7M
Gries Financial LLC 0.90% Add +0.3% 23,381 $4.7M
Baltimore-Washington Financial Advisors, Inc. 0.25% Add +3.3% 23,353 $4.7M
AE Wealth Management LLC 0.04% Add +8.8% 23,283 $4.6M
Pursue Wealth Partners LLC 2.83% Add +2.3% 23,279 $4.6M
AlTi Global, Inc. 0.12% Reduce -15.8% 23,212 $4.6M
Sei Investments Co. 0.01% Add +60.5% 23,202 $4.6M
Scotia Capital Inc. 0.02% Reduce -78.2% 23,125 $4.6M
Mount Capital Ltd 1.49% No change 23,100 $4.6M
WealthPlan Investment Management, LLC 0.45% Add +77.6% 23,077 $4.6M
C2C Wealth Management, LLC 4.27% Add +0.3% 22,800 $4.5M
Williams Jones Wealth Management, LLC. 0.06% Reduce -1.6% 22,732 $4.5M
Wealthedge Investment Advisors, LLC 2.05% Reduce -13.6% 22,729 $4.5M
Crescent Grove Advisors, LLC 0.47% Add +1.0% 22,691 $4.5M
NWF Advisory Services Inc. 0.63% Reduce -0.8% 22,617 $4.5M
Addenda Capital Inc. 0.17% Add +7.1% 22,500 $4.5M
Clear Harbor Asset Management, LLC 0.36% Add +111.7% 22,492 $4.5M
Albar Capital Partners LLP 2.03% New 22,425 $4.5M
CreativeOne Wealth, LLC 0.13% Reduce -7.9% 22,424 $4.5M
HUB Investment Partners, LLC 0.18% Add +0.3% 22,368 $4.5M
Fort Point Capital Partners LLC 0.50% Reduce -22.1% 22,345 $4.5M
Rockingstone Advisors LLC 2.00% Add +2.1% 22,309 $4.5M
Amtrust Financial Services, Inc. 2.18% No change 22,200 $4.4M
Aptus Capital Advisors, LLC 0.05% Reduce -0.3% 22,112 $4.4M
Vontobel Holding Ltd. 0.02% Reduce -49.2% 22,026 $4.4M
CoreCap Advisors, LLC 0.19% Add +47.6% 21,975 $4.4M
Northeast Financial Consultants Inc 0.19% Add +0.1% 21,958 $4.4M
E&G Advisors, LLC 1.23% Add +0.9% 21,812 $4.4M
Cullen/Frost Bankers, Inc. 0.06% Reduce -1.0% 21,769 $4.3M
Horizon Bancorp Inc. 2.45% Add +7250.3% 21,757 $4.3M
Independent Financial Group, LLC 0.15% Reduce -35.6% 21,668 $4.3M
StoneX Group Inc. 0.24% Add +1.4% 21,609 $4.3M
Union Savings Bank 2.10% Add +0.9% 21,490 $4.3M
St. Johns Investment Management Company, LLC 2.12% Add +8.4% 21,469 $4.3M
Private Trust Co. NA 0.44% Reduce -4.9% 21,426 $4.3M
CenterStar Asset Management, LLC 6.11% Add +739.4% 21,313 $4.3M
Sigma Planning Corp 0.13% Reduce -20.0% 21,198 $4.2M
Benchmark Financial Wealth Advisors, LLC 1.59% Reduce -18.1% 21,138 $4.2M
Sabby Management, LLC 17.69% Add +166.0% 21,118 $4.2M
TCV Trust & Wealth Management, Inc. 0.39% Reduce -2.2% 21,077 $4.2M
Boston Research & Management Inc. 1.03% Reduce -0.2% 21,008 $4.2M
Snowden Capital Advisors LLC 0.14% Reduce -19.8% 21,007 $4.2M
Kingsview Wealth Management, LLC 0.08% Reduce -23.9% 20,961 $4.2M
Mutual Advisors, LLC 0.12% Reduce -4.7% 21,502 $4.2M
Burke & Herbert Bank & Trust Co. 1.00% Reduce -0.1% 20,914 $4.2M
Wealthcare Advisory Partners LLC 0.11% Reduce -15.1% 20,901 $4.2M
Azora Capital LP 0.28% New 20,861 $4.2M
Prosperity Consulting Group, LLC 0.32% Reduce -11.1% 20,832 $4.2M
Legacy Edge Advisors, LLC 0.64% Reduce -0.1% 20,709 $4.1M
Yost Capital Management, LP 6.34% Reduce -59.3% 20,700 $4.1M
FAS Wealth Partners, Inc. 0.34% Reduce -5.1% 20,615 $4.1M
Abundance Wealth Counselors 0.86% Reduce -6.2% 20,528 $4.1M
Elevation Point Wealth Partners, LLC 0.35% Reduce -0.1% 20,513 $4.1M
Beam Wealth Advisors, Inc. 1.38% Reduce -5.0% 20,437 $4.1M
Quantbot Technologies LP 0.13% Add +157.0% 20,355 $4.1M
Pinnacle Wealth Management Group, Inc. 2.83% Add +6.4% 20,319 $4.1M
Cordgrass Capital Advisors, LLC 1.16% Add +0.1% 20,310 $4.1M
waypoint wealth counsel 2.53% Reduce -12.3% 20,218 $4.0M
Aua Capital Management, LLC 2.62% Add +16.9% 20,216 $4.0M
Nilsine Partners, LLC 0.44% Reduce -1.1% 20,137 $4.0M
Garda Capital Partners LP 2.25% Reduce -40.6% 20,116 $4.0M
Capula Management Ltd 0.03% New 20,000 $4.0M
Harbour Investments, Inc. 0.11% Add +7.4% 19,829 $4.0M
Randall & Associates Wealth Management 3.26% Reduce -0.4% 19,816 $4.0M
Fifth Third Securities, Inc. 0.33% Reduce -46.3% 19,757 $3.9M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -4.2% 19,755 $3.9M
Marquette Asset Management, LLC 0.69% Reduce -10.8% 19,753 $3.9M
Russell Investments Group, Ltd. 0.01% Add +24.4% 19,702 $3.9M
Royce & Associates LP 0.04% No change 19,700 $3.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.99% Reduce -4.2% 19,585 $3.9M
Insigneo Advisory Services, LLC 0.40% Reduce -12.2% 19,573 $3.9M
Appleton Partners Inc. 0.30% Reduce -2.4% 19,385 $3.9M
Aureus Asset Management, LLC 0.27% Add +4.3% 19,352 $3.9M
Three Bridge Wealth Advisors, LLC 1.33% No change 19,212 $3.8M
Capital Fund Management S.A. 0.05% New 19,198 $3.8M
Certuity, LLC 0.40% Reduce -1.6% 19,133 $3.8M
TFO Wealth Partners, LLC 0.75% New 18,935 $3.8M
Perkins Coie Trust Co 0.85% Reduce -20.4% 18,863 $3.8M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -75.6% 18,820 $3.8M
Hill Island Financial LLC 1.10% Reduce -4.4% 18,799 $3.8M
CWA Asset Management Group, LLC 0.18% Add +82.1% 18,787 $3.7M
Manchester Capital Management LLC 0.46% Add +12.7% 18,724 $3.7M
Canandaigua National Bank & Trust Co. 0.37% Reduce -0.2% 18,695 $3.7M
Smith Chas P & Associates Pa Cpas 0.22% Reduce -1.9% 18,688 $3.7M
Wealth Advisory Solutions, LLC 0.99% Reduce -14.9% 18,668 $3.7M
Pacific Capital Wealth Advisors, Inc. 0.64% Reduce -6.5% 18,667 $3.7M
American Century Companies Inc. 0.00% Reduce -34.3% 18,600 $3.7M
GM Advisory Group, LLC 0.20% Reduce -6.9% 18,508 $3.7M
Provida Pension Fund Administrator 0.07% No change 18,482 $3.7M
NewEdge Wealth, LLC 0.07% Reduce -15.8% 18,406 $3.7M
Aaron Wealth Advisors LLC 0.42% Add +1.1% 18,302 $3.7M
Steph & Co. 1.31% Add +0.7% 18,265 $3.6M
Sunburst Financial Group, LLC 0.89% Reduce -0.4% 18,254 $3.6M
Capital Advisory Group Advisory Services, LLC 1.39% Reduce -1.4% 18,220 $3.6M
Crews Bank & Trust 0.62% Reduce -1.8% 18,183 $3.6M
Legacy Advisory Services, LLC 3.05% Add +4.4% 18,106 $3.6M
Equitable Trust Co. 0.20% Reduce -13.1% 18,099 $3.6M
Ames National Corp. 2.41% Reduce -0.8% 18,017 $3.6M
Jacksonville Wealth Management, LLC 3.52% Add +4.1% 17,925 $3.6M
WealthBridge Capital Management, LLC 1.01% Reduce -1.6% 17,846 $3.6M
Calton & Associates, Inc. 0.81% Add +419.3% 17,828 $3.6M
Inman Jager Wealth Management, LLC 2.66% Reduce -2.5% 17,795 $3.5M
Proffitt & Goodson Inc. 0.58% Reduce -39.4% 17,791 $3.5M
Woodstock Corp. 0.35% Reduce -15.3% 17,752 $3.5M
Clark Financial Services Group Inc. 2.45% Add +0.6% 17,732 $3.5M
Algert Global LLC 0.09% Add +83.8% 17,616 $3.5M
Patten & Patten Inc. 0.24% Reduce -1.7% 17,601 $3.5M
Novem Group 0.49% Add +2.5% 17,515 $3.5M
Meridian Investment Counsel Inc. 1.03% Add +26.2% 17,509 $3.5M
Freestone Capital Holdings, LLC 0.13% Add +7.2% 17,508 $3.5M
Principal Securities, Inc. 0.08% No change 15,717 $3.5M
Processus Wealth & Capital Management, LLC 2.95% Add +1.8% 17,392 $3.5M
Lazard Asset Management LLC 0.01% Add +2.9% 17,386 $3.5M
Beacon Investment Advisory Services, Inc. 0.16% Add +10.2% 17,336 $3.5M
Heritage Investors Management Corp. 0.12% Reduce -2.1% 17,233 $3.4M
Capital Group Private Client Services, Inc. 0.03% Reduce -4.6% 17,198 $3.4M
Centaurus Financial, Inc. 0.21% Add +101.4% 17,189 $3.4M
Mycio Wealth Partners, LLC 0.80% Add +2.4% 17,074 $3.4M
Principal Financial Group Inc. 0.00% Reduce -35.0% 17,021 $3.4M
Addis & Hill, Inc 2.36% New 16,960 $3.4M
Peak Asset Management, LLC 0.64% Reduce -0.5% 16,913 $3.4M
First Merchants Corp. 0.13% Reduce -10.0% 16,893 $3.4M
Anb Bank 1.50% Add +4.1% 16,882 $3.4M
Private Wealth Advisors, LLC 1.41% Reduce -19.3% 16,838 $3.4M
DeepCurrents Investment Group LLC 3.44% New 16,832 $3.4M
Trifecta Capital Advisors, LLC 0.70% Reduce -3.1% 16,797 $3.4M
Guggenheim Capital LLC 0.03% Add +3.5% 16,717 $3.3M
Crestwood Advisors Group, LLC 0.06% Add +7.0% 16,665 $3.3M
Objectivity Squared, LLC 2.79% Add +8.1% 18,029 $3.3M
Doliver Advisors, LP 0.93% Add +3.6% 16,609 $3.3M
Carolinas Wealth Consulting LLC 0.71% Add +0.7% 16,577 $3.3M
Channel Wealth LLC 1.02% Reduce -27.1% 16,487 $3.3M
World Investment Advisors 0.09% Reduce -9.0% 16,462 $3.3M
Fulton Bank, N.A. 0.13% Add +1.4% 16,422 $3.3M
Orion Porfolio Solutions, LLC 0.03% Reduce -4.2% 16,407 $3.3M
Orion Portfolio Solutions, LLC 0.03% Reduce -4.2% 16,407 $3.3M
Operose Advisors LLC 1.08% Add +19.6% 16,397 $3.3M
Evermay Wealth Management LLC 0.43% Reduce -1.5% 16,375 $3.3M
Prudent Man Advisors, LLC 1.18% Reduce -8.6% 16,293 $3.3M
Belpointe Asset Management LLC 0.17% Reduce -55.8% 16,267 $3.2M
One Capital Management, LLC 0.11% Add +37.0% 16,242 $3.2M
Webster Bank, N. A. 0.35% Reduce -4.1% 16,117 $3.2M
Carnegie Investment Counsel 0.08% Reduce -5.5% 17,856 $3.2M
Corundum Group, Inc. 1.53% Reduce -34.4% 16,044 $3.2M
American Assets Investment Management, LLC 0.28% No change 16,000 $3.2M
Campion Asset Management 2.45% Reduce -1.4% 15,883 $3.2M
Total Clarity Wealth Management, Inc. 1.03% No change 14,267 $3.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +102.5% 15,802 $3.2M
Joel Isaacson & Co., LLC 0.14% Add +2.2% 15,692 $3.1M
Mandatum Life Insurance Co Ltd 0.96% Add +72.4% 15,604 $3.1M
Exencial Wealth Advisors, LLC 0.12% Add +0.5% 15,599 $3.1M
Holistic Financial Partners 1.50% Reduce -0.2% 15,596 $3.1M
Franklin, Parlapiano, Turner & Welch, LLC 0.84% No change 15,547 $3.1M
LSP Investment Advisors, LLC 2.66% No change 15,500 $3.1M
West Bancorporation Inc. 2.10% Add +6.4% 15,493 $3.1M
Jaffetilchin Investment Partners, LLC 0.22% Add +7.3% 15,416 $3.1M
Summit Place Financial Advisors, LLC 1.74% Add +6.3% 15,411 $3.1M
Firestone Capital Management 0.81% Add +2.6% 15,405 $3.1M
Ameritas Advisory Services, LLC 0.12% Add +9.2% 14,741 $3.1M
Archer Investment Corp 0.80% Add +2.0% 15,390 $3.1M
Anchor Capital Advisors LLC 0.09% Reduce -5.0% 15,299 $3.1M
Walkner Condon Financial Advisors LLC 0.62% Add +1.6% 15,283 $3.0M
Parr McKnight Wealth Management Group, LLC 0.44% Reduce -6.2% 15,225 $3.0M
Rehmann Capital Advisory Group 0.19% Reduce -31.1% 15,203 $3.0M
Cranbrook Wealth Management, LLC 0.70% Reduce -3.2% 15,201 $3.0M
BOK Financial Private Wealth, Inc. 0.23% Reduce -4.3% 15,163 $3.0M
Adero Partners, LLC 0.20% Reduce -0.1% 15,053 $3.0M
Mayflower Financial Advisors, LLC 0.46% Reduce -0.1% 15,036 $3.0M
DAVENPORT & Co LLC 0.02% Reduce -7.0% 14,919 $3.0M
Keebeck Wealth Management 0.44% Reduce -0.9% 14,864 $3.0M
Cozad Asset Management Inc. 0.29% Reduce -1.8% 14,792 $3.0M
RB Capital Management, LLC 0.75% Reduce -1.0% 14,782 $2.9M
Acropolis Investment Management, LLC 0.17% Reduce -1.3% 14,633 $2.9M
Sincerus Advisory, LLC 3.07% Add +3.0% 14,604 $2.9M
Harmony Asset Management LLC 1.22% Reduce -0.1% 14,528 $2.9M
Birch Hill Investment Advisors LLC 0.14% Add +4.5% 14,464 $2.9M
Rebalance, LLC 0.21% Add +3.4% 14,413 $2.9M
Promus Capital, LLC 2.17% Add +0.5% 14,361 $2.9M
Diversified Enterprises, LLC 0.24% Add +1.6% 14,342 $2.9M
Forte Asset Management LLC 1.44% Add +26.5% 14,294 $2.9M
Kelly Financial Group LLC 0.89% Reduce -11.7% 14,244 $2.8M
OneDigital Investment Advisors LLC 0.03% Reduce -21.9% 14,207 $2.8M
Wedbush Securities Inc. 0.10% Reduce -2.6% 14,149 $2.8M
Rik Saylor Financial, Inc. 2.48% Reduce -1.1% 14,121 $2.8M
Walleye Trading LLC 0.08% Add +1776.0% 14,070 $2.8M
Harbour Capital Advisors, LLC 0.69% Reduce -0.1% 14,798 $2.8M
Sagespring Wealth Partners, LLC 0.07% Reduce -7.0% 14,061 $2.8M
Sound View Wealth Advisors Group, LLC 0.23% Add +1.3% 14,049 $2.8M
Salem Investment Counselors Inc. 0.10% No change 14,048 $2.8M
Resolute Advisors LLC 0.81% Add +0.6% 13,999 $2.8M
Berkshire Asset Management LLC 0.13% Reduce -6.6% 13,794 $2.8M
MPWM Advisory Solutions, LLC 2.01% Reduce -17.6% 13,902 $2.8M
Wealthspan Partners, LLC 1.28% Add +31.5% 13,893 $2.8M
TFB Advisors LLC 0.79% Add +13.6% 13,800 $2.8M
Redwood Wealth Management Group, LLC 1.39% Reduce -2.2% 13,746 $2.7M
Garden State Investment Advisory Services LLC 0.87% Add +29.8% 14,015 $2.7M
Tableaux LLC 1.96% Add +30.1% 13,637 $2.7M
Nvwm, LLC 0.72% Add +0.1% 13,637 $2.7M
Eastern Bank 0.05% Add +154.4% 13,626 $2.7M
Visionary Wealth Advisors 0.16% Add +1.0% 13,597 $2.7M
Apollon Wealth Management, LLC 0.06% Reduce -0.9% 13,584 $2.7M
New England Asset Management Inc. 0.46% Add +3.0% 13,570 $2.7M
Provenance Wealth Advisors, LLC 0.39% Add +0.2% 13,522 $2.7M
Vision Capital Management, Inc. 0.39% Reduce -0.1% 13,511 $2.7M
Curi Capital, LLC 0.07% Reduce -52.2% 13,481 $2.7M
Davidson Trust Co. 1.28% No change 13,431 $2.7M
Finivi Inc. 2.14% Add +6.2% 13,317 $2.7M
Pinnacle Wealth Planning Services, Inc. 0.40% Reduce -34.2% 13,300 $2.7M
Auour Investments LLC 0.96% Reduce -28.3% 13,587 $2.6M
Ridgepath Capital Management LLC 1.27% Add +1348.0% 13,264 $2.6M
Willis Johnson & Associates, Inc. 0.20% Reduce -2.0% 13,240 $2.6M
Cornerstone Wealth Group, LLC 0.22% Reduce -48.7% 13,219 $2.6M
Norris Financial Group, LLC 1.23% Reduce -73.5% 13,164 $2.6M
Great Lakes Advisors, LLC 0.02% Reduce -83.0% 13,132 $2.6M
Ascent Group, LLC 0.11% New 13,120 $2.6M
Kaydan Wealth Management, Inc. 0.84% Reduce -86.3% 13,074 $2.6M
Atom Investors LP 0.32% Reduce -92.7% 13,059 $2.6M
Graypoint LLC 0.16% Reduce -0.2% 13,058 $2.6M
Nicholas Hoffman & Company, LLC. 0.10% Add +0.1% 12,991 $2.6M
Apexium Financial, LP 0.15% Add +7.1% 12,960 $2.6M
Laurel Wealth Advisors LLC 0.40% Reduce -1.9% 12,944 $2.6M
Institute for Wealth Management, LLC. 0.33% Add +13.2% 12,847 $2.6M
Vident Advisory, LLC 0.04% Reduce -9.9% 12,844 $2.6M
Centennial Bank 1.22% Add +9.2% 12,843 $2.6M
Continuum Advisory, LLC 0.33% Reduce -0.7% 12,843 $2.6M
M Holdings Securities, Inc. 0.43% Reduce -1.7% 12,816 $2.6M
Atria Investments, Inc 0.03% Reduce -75.2% 12,817 $2.6M
Wincap Financial LLC 2.42% Add +24.4% 12,815 $2.6M
CSM Advisors, LLC 0.14% Reduce -97.2% 12,800 $2.6M
Godshalk Welsh Capital Management, Inc. 1.67% No change 12,762 $2.5M
Great Valley Advisor Group, Inc. 0.05% Reduce -0.6% 12,746 $2.5M
Legal & General Group Plc 0.00% Add +287.1% 12,667 $2.5M
Bouchey Financial Group, Ltd. 0.23% Reduce -5.5% 12,630 $2.5M
GC Wealth Management RIA, LLC 0.46% Add +6.0% 12,607 $2.5M
BG Investment Services, LLC 2.71% Reduce -30.8% 12,597 $2.5M
REDW Wealth LLC 0.93% Add +16.7% 12,556 $2.5M
PFG Investments, LLC 0.16% Reduce -10.4% 12,539 $2.5M
International Assets Investment Management, LLC 0.22% Reduce -3.2% 12,535 $2.5M
GenTrust, LLC 0.12% Add +26.4% 12,514 $2.5M
Bedel Financial Consulting, Inc. 0.36% Reduce -7.3% 12,662 $2.5M
Central Pacific Bank - Trust Division 0.36% Add +5.3% 12,473 $2.5M
Mission Wealth Management, LP 0.06% Add +1.7% 12,447 $2.5M
Financial Life Planners 2.42% Reduce -15.8% 12,437 $2.5M
Second Half Financial Partners, LLC 1.23% Add +10.1% 12,437 $2.5M
Arbor Trust Wealth Advisors, LLC 1.16% Reduce -0.3% 12,398 $2.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.02% Reduce -41.2% 12,328 $2.5M
Abbot Financial Management, Inc. 1.27% Reduce -2.1% 12,306 $2.5M
Foresight Capital Management Advisors, Inc. 1.53% Add +3.4% 12,300 $2.5M
Cahill Financial Advisors Inc. 0.33% Reduce -0.9% 12,274 $2.4M
Leavell Investment Management, Inc. 0.12% Reduce -0.4% 12,273 $2.4M
Associated Banc-Corp 0.07% Add +1.8% 12,233 $2.4M
Intrua Financial, LLC 0.38% Reduce -52.0% 12,229 $2.4M
AdvisorNet Financial, Inc 0.18% Add +12.3% 12,215 $2.4M
LifeSteps Financial, Inc. 1.98% Reduce -1.2% 12,211 $2.4M
Alley Investment Management Company, LLC 0.30% Reduce -1.2% 12,179 $2.4M
Quadcap Wealth Management, LLC 0.35% Reduce -0.0% 12,120 $2.4M
Revolve Wealth Partners, LLC 0.35% Reduce -1.3% 12,073 $2.4M
3Chopt Investment Partners, LLC 0.63% Reduce -5.2% 12,045 $2.4M
Chemung Canal Trust Co. 0.53% Reduce -28.1% 12,043 $2.4M
Benjamin Edwards Inc. 0.03% Add +31.8% 12,012 $2.4M
Simon Quick Advisors, LLC 0.14% Add +0.1% 11,993 $2.4M
Chesapeake Wealth Management 0.85% Reduce -7.5% 11,968 $2.4M
RKL Wealth Management LLC 0.22% Reduce -8.2% 11,962 $2.4M
Farmers Trust Co. 0.45% Add +754.3% 11,892 $2.4M
Bristlecone Advisors, LLC 0.19% Reduce -3.6% 11,847 $2.4M
LGL Partners, LLC 1.14% Reduce -1.7% 11,816 $2.4M
Leslie Global Wealth, LLC 1.15% Add +7.9% 11,796 $2.4M
Haverford Trust Co 0.02% No change 11,703 $2.3M
American Institute for Advanced Investment Management, LLP 1.78% Reduce -4.4% 11,694 $2.3M
Jessup Wealth Management, Inc 0.97% Reduce -2.7% 11,625 $2.3M
Strategic Investment Management, LLC 0.93% No change 11,620 $2.3M
Clientfirst Wealth Management, LLC 2.62% Add +2.0% 11,573 $2.3M
Caliber Wealth Management, LLC / KS 0.31% — 11,551 $2.3M
Western Wealth Management, LLC 0.15% Reduce -57.9% 11,523 $2.3M
Tocqueville Asset Management L.P. 0.04% Add +1.9% 11,459 $2.3M
Weaver Consulting Group 0.69% Reduce -2.6% 11,449 $2.3M
Delta Financial Group, Inc. 0.52% Add +2.5% 10,918 $2.3M
Quadrant Capital Group LLC 0.08% Reduce -19.2% 11,378 $2.3M
Founders Grove Wealth Partners, LLC 0.63% Add +7.9% 11,366 $2.3M
Genesee Capital Advisors, LLC 1.13% Add +5.8% 11,357 $2.3M
Allie Family Office LLC 1.24% No change 11,338 $2.3M
Gerber Kawasaki Wealth & Investment Management 0.10% Reduce -31.1% 11,334 $2.3M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -7.3% 11,304 $2.3M
Gryphon Financial Partners LLC 0.33% Reduce -0.2% 11,272 $2.2M
Wedmont Private Capital 0.11% Add +34.3% 12,124 $2.2M
Allodium Investment Consultants, LLC 1.65% Reduce -0.5% 11,181 $2.2M
Sandy Spring Bank 0.09% Reduce -4.0% 11,172 $2.2M
Bantamac Capital, LLC 1.07% Add +45.8% 11,156 $2.2M
Fortis Group Advisors, LLC 0.43% Reduce -30.2% 11,058 $2.2M
Texas Capital Bank Wealth Management Services Inc 0.22% Add +0.6% 11,050 $2.2M
Miller Financial Services LLC 3.16% Reduce -74.3% 11,011 $2.2M
Sepio Capital, LP 0.17% No change 10,996 $2.2M
Sabal Trust CO 0.12% Reduce -1.7% 10,937 $2.2M
Sachem Hill LLC 0.43% Reduce -0.2% 10,910 $2.2M
Quinn Opportunity Partners LLC 0.15% New 10,900 $2.2M
Venturi Wealth Management, LLC 0.11% Reduce -11.8% 10,883 $2.2M
Old North State Trust, LLC 1.38% No change 9,804 $2.2M
Essex Financial Services, Inc. 0.16% Add +11.1% 10,844 $2.2M
Seamount Financial Group Inc. 1.47% Add +4.2% 10,825 $2.2M
Oxford Financial Group, LTD. LLC 0.15% Reduce -2.9% 10,823 $2.2M
Moody National Bank Trust Division 0.23% No change 10,822 $2.2M
Radnor Capital Management, LLC 0.36% Reduce -0.1% 10,763 $2.1M
Westmount Partners, LLC 0.65% Add +3.7% 10,752 $2.1M
Claro Advisors Inc. 0.29% Add +5.9% 10,751 $2.1M
Life Line Wealth Management LLC 0.79% Reduce -94.0% 10,747 $2.1M
Valmark Advisers, Inc. 0.03% Add +8.0% 10,728 $2.1M
Matrix Asset Advisors Inc. 0.24% Add +0.9% 10,715 $2.1M
Lyell Wealth Management, LP 0.20% Reduce -22.5% 10,712 $2.1M
Armstrong, Fleming & Moore, Inc 2.55% New 10,570 $2.1M
Moloney Securities Asset Management, LLC 0.29% Add +0.3% 10,546 $2.1M
Foundation Wealth Management, LLC\PA 1.00% No change 10,533 $2.1M
Trust Point Inc. 0.19% Reduce -2.2% 10,523 $2.1M
Kingswood Wealth Advisors, LLC 0.19% Reduce -19.6% 10,500 $2.1M
Macquarie Group Ltd. 0.00% Reduce -35.1% 10,493 $2.1M
Heritage Family Offices, LLP 1.07% Reduce -0.9% 10,476 $2.1M
Spinnaker Trust 0.14% Reduce -0.0% 10,455 $2.1M
Legacy Advisors, LLC 0.21% Reduce -2.5% 10,419 $2.1M
Gotham Asset Management 0.02% Add +7.6% 10,372 $2.1M
MWA Asset Management 1.43% Add +0.8% 10,365 $2.1M
Polen Capital Management LLC 0.01% Add +3.5% 10,362 $2.1M
Ethos Financial Group, LLC 0.20% Reduce -55.3% 9,887 $2.1M
RFG Advisory, LLC 0.06% Reduce -13.1% 10,340 $2.1M
Nicolet Bankshares Inc. 0.41% Reduce -0.2% 10,338 $2.1M
Lanark Financial, Inc. 0.18% — 10,336 $2.1M
Pines Wealth Management, LLC 0.95% Reduce -8.7% 11,779 $2.1M
Atticus Wealth Management, LLC 0.67% Reduce -71.7% 10,274 $2.0M
Empire Financial Management Company, LLC 0.63% Reduce -32.6% 10,264 $2.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +17.8% 10,255 $2.0M
ExodusPoint Capital Management, LP 0.03% New 10,252 $2.0M
Cannon Advisors, Inc. 1.88% Reduce -0.6% 10,232 $2.0M
Johnson Financial Group, Inc. 0.10% Add +9.7% 10,195 $2.0M
Capitol Family Office, Inc. 2.88% Reduce -76.6% 10,187 $2.0M
Apella Capital, LLC 0.07% Add +1.7% 10,658 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.30% Reduce -3.6% 9,979 $2.0M
LVW Advisors, LLC 0.24% Reduce -16.6% 10,007 $2.0M
Quattro Financial Advisors LLC 0.68% Add +33.3% 10,000 $2.0M
Peregrine Asset Advisers, Inc. 0.74% Add +2.4% 9,976 $2.0M
Eldridge Investment Advisors, Inc. 0.46% Reduce -6.3% 9,947 $2.0M
Menora Mivtachim Holdings LTD. 0.01% Reduce -2.0% 9,946 $2.0M
Viewpoint Capital Management LLC 1.06% Add +21.2% 9,888 $2.0M
Saxon Interests, Inc. 0.92% Reduce -31.0% 9,884 $2.0M
Essex Bank 0.48% Reduce -0.2% 9,846 $2.0M
KCM Investment Advisors LLC 0.07% Add +29.3% 9,784 $2.0M
Opus Capital Group, LLC 0.25% Add +4.1% 9,766 $1.9M
Composition Wealth, LLC 0.04% Add +11.4% 9,759 $1.9M
BNC Wealth Management, LLC 0.70% Reduce -0.2% 9,704 $1.9M
Advisor OS, LLC 0.22% Add +11.6% 9,665 $1.9M
Mechanics Financial Corp 0.87% Reduce -1.4% 9,641 $1.9M
Athena Investment Management 1.16% No change 9,638 $1.9M
Tradition Wealth Management, LLC 0.17% Add +0.2% 9,604 $1.9M
GEM Asset Management, LLC 1.07% Add +1.1% 9,595 $1.9M
Hirtle & Co., LLC 0.09% Reduce -11.6% 9,580 $1.9M
Cutter & CO Brokerage, Inc. 0.45% Reduce -3.5% 9,558 $1.9M
Penn Capital Management Company, LLC 0.19% Add +609.3% 9,519 $1.9M
10Elms LLP 2.24% Add +13.8% 9,512 $1.9M
Dagco, Inc. 0.61% Reduce -10.1% 9,491 $1.9M
Bright Futures Wealth Management, LLC. 2.10% Reduce -6.3% 10,345 $1.9M
K.J. Harrison & Partners Inc 0.37% Reduce -64.5% 9,458 $1.9M
jvl associates llc 0.76% No change 9,416 $1.9M
USAdvisors Wealth Management, LLC 0.65% Add +0.6% 9,385 $1.9M
BankPlus Wealth Management LLC 1.37% Reduce -20.5% 9,378 $1.9M
Thompson Siegel & Walmsley LLC 0.03% Reduce -3.2% 9,371 $1.9M
Tempus Wealth Planning, LLC 0.56% Add +21.1% 9,364 $1.9M
Gridiron Partners, LLC 1.19% Reduce -4.7% 9,346 $1.9M
BluePointe Capital Management, LLC 0.71% Reduce -14.9% 9,333 $1.9M
Glen Eagle Advisors, LLC 0.31% Add +0.0% 9,331 $1.9M
Mathes Company, Inc. 0.76% Reduce -6.0% 9,330 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +16.3% 9,300 $1.9M
T. Rowe Price Associates Inc. 0.00% Reduce -24.2% 9,289 $1.9M
Legacy Bridge, LLC 1.03% Add +8.4% 9,259 $1.8M
Absolute Capital Management, LLC 1.07% Reduce -30.1% 9,258 $1.8M
Integrity Alliance, Llc. 0.07% Add +9.6% 9,243 $1.8M
Union Bancaire Privee, UBP SA 0.04% Reduce -38.8% 9,282 $1.8M
Indiana Trust & Investment Management Co 0.67% Reduce -0.2% 9,215 $1.8M
Nixon Peabody Trust Co. 0.16% Reduce -10.4% 9,210 $1.8M
BlueCrest Capital Management Ltd 0.37% Add +196.8% 9,200 $1.8M
Cornerstone Advisors Asset Management, LLC 0.38% Add +3.5% 9,199 $1.8M
Boston Trust Walden Corp 0.01% Reduce -81.0% 9,196 $1.8M
PKS Advisory Services, LLC 0.50% Add +0.6% 9,196 $1.8M
Postrock Partners LLC 0.91% Add +5.0% 9,188 $1.8M
Carrera Capital Advisors 0.40% Reduce -77.0% 9,130 $1.8M
Simplicity Wealth,LLC 0.14% Add +139.4% 9,097 $1.8M
Hollencrest Capital Management 0.08% Reduce -1.4% 9,083 $1.8M
Clarius Group, LLC 0.11% Add +187.9% 9,042 $1.8M
Jackson, Grant Investment Advisers, Inc. 0.70% Reduce -12.0% 9,034 $1.8M
Advisor Resource Council 0.15% Add +122.7% 20,961 $1.8M
KKM Financial LLC 0.76% Add +0.0% 8,935 $1.8M
Moneco Advisors, LLC 0.19% Reduce -2.6% 8,979 $1.8M
Choate Investment Advisors 0.04% Add +1.0% 8,913 $1.8M
Sage Capital Advisors,llc 0.46% Add +2.3% 8,842 $1.8M
Calamos Wealth Management LLC 0.09% Add +0.5% 8,821 $1.8M
Oakwell Private Wealth Management, LLC 0.48% Reduce -8.0% 8,786 $1.8M
Advisors Management Group Inc. 0.38% Reduce -71.0% 8,760 $1.7M
Seneca Financial Advisors LLC 0.84% Reduce -0.1% 8,736 $1.7M
Nomura Asset Management Co. Ltd. 0.01% Reduce -56.1% 8,730 $1.7M
Bare Financial Services, Inc 0.67% Reduce -1.4% 8,723 $1.7M
Prelude Capital Management, LLC 0.18% Reduce -40.3% 8,719 $1.7M
Bensler, LLC 0.22% Reduce -0.1% 8,699 $1.7M
Paragon Capital Management LLC 0.99% Reduce -4.4% 8,698 $1.7M
Ballast Advisors LLC 0.55% Reduce -0.5% 8,686 $1.7M
Moors & Cabot, Inc. 0.09% Add +21.6% 8,661 $1.7M
Optimum Investment Advisors 0.81% Reduce -1.8% 8,645 $1.7M
Frederick Financial Consultants, LLC 1.24% Add +16.1% 8,633 $1.7M
DBK Financial Counsel, LLC 1.72% Reduce -3.0% 8,611 $1.7M
Ping Capital Management, Inc. 1.14% Add +7.5% 8,600 $1.7M
Bluespring Wealth Management, LLC 0.17% Reduce -5.7% 8,598 $1.7M
North Star Investment Management Corp. 0.12% Reduce -72.8% 8,572 $1.7M
Transcend Capital Advisors, LLC 0.12% Add +1.8% 8,552 $1.7M
Lakeshore Financial Planning, Inc. 0.71% Reduce -8.6% 8,535 $1.7M
Montecito Bank & Trust 0.30% Reduce -1.1% 8,500 $1.7M
Caxton Associates LLP 0.06% — 8,476 $1.7M
Annis Gardner Whiting Capital Advisors, LLC 0.72% Reduce -83.0% 8,473 $1.7M
May Hill Capital, LLC 0.64% Reduce -4.4% 8,467 $1.7M
L.M. Kohn & Company 0.44% Add +26.0% 8,400 $1.7M
1834 Investment Advisors Co. 0.22% Reduce -0.5% 8,395 $1.7M
Salus Financial Advisors, LLC 1.27% Reduce -11.9% 8,393 $1.7M
MV Capital Management, Inc. 0.18% Reduce -52.2% 8,374 $1.7M
Chatham Capital Group, Inc. 0.28% Reduce -0.2% 8,358 $1.7M
Penobscot Investment Management Company, Inc. 0.16% Reduce -0.3% 8,342 $1.7M
Grove Bank & Trust 0.22% Reduce -5.8% 8,332 $1.7M
Fca Corp. 0.53% Reduce -2.7% 8,323 $1.7M
Victory Capital Management Inc. 0.00% Reduce -97.3% 8,305 $1.7M
Ascent Capital Management, LLC 1.66% Add +55.3% 8,281 $1.7M
Schechter Investment Advisors, LLC 0.14% Reduce -2.0% 8,270 $1.6M
Cibc World Markets Corp. 0.01% Reduce -19.1% 8,265 $1.6M
Y-Intercept (Hong Kong) Ltd 0.11% Reduce -30.6% 8,257 $1.6M
Davis R M Inc. 0.03% Add +0.3% 8,213 $1.6M
Kavar Capital Partners Group, LLC 0.27% No change 8,213 $1.6M
Builder Investment Group Inc. 0.46% Add +0.8% 8,190 $1.6M
DKM Wealth Management, Inc. 1.58% Add +0.6% 8,173 $1.6M
Sterling Investment Advisors LLC 0.91% Add +0.0% 8,077 $1.6M
HM Payson & Co. 0.03% Reduce -0.1% 8,063 $1.6M
CJM Wealth Advisers, Ltd. 0.57% No change 8,045 $1.6M
Evelyn Partners Asset Management Ltd 0.45% Reduce -30.3% 8,034 $1.6M
Abacus Planning Group, Inc. 0.28% Reduce -0.3% 8,030 $1.6M
Greenwich Wealth Management LLC 0.12% Reduce -4.1% 8,013 $1.6M
Stevens Capital Management LP 0.40% New 8,000 $1.6M
Sunbelt Securities, Inc. 0.14% Reduce -4.8% 7,998 $1.6M
BankPlus Trust Department 0.53% Add +3.5% 7,988 $1.6M
Relyea Zuckerberg Hanson LLC 0.21% Add +0.0% 7,959 $1.6M
West Coast Financial LLC 0.18% Reduce -0.2% 7,952 $1.6M
Azimuth Capital Investment Management LLC 0.06% Reduce -17.2% 7,951 $1.6M
Archford Capital Strategies, LLC 0.23% Reduce -0.1% 7,946 $1.6M
Lowe Brockenbrough & Co. Inc. 0.10% Reduce -3.5% 7,918 $1.6M
Miller Investment Management, LP 0.17% No change 7,898 $1.6M
Tsfg, LLC 0.32% Add +4.2% 7,898 $1.6M
LS Investment Advisors, LLC 0.24% Add +0.0% 7,855 $1.6M
Delos Wealth Advisors, LLC 1.24% Add +1.7% 7,833 $1.6M
Bryn Mawr Trust Advisors, LLC 0.09% Reduce -38.0% 7,828 $1.6M
Pettyjohn, Wood & White, Inc. 0.30% Reduce -1.1% 7,811 $1.6M
Financial Synergies Wealth Advisors, Inc. 0.19% Reduce -0.4% 7,793 $1.6M
Harbor Investment Advisory, LLC 0.15% Add +0.2% 7,785 $1.6M
American National Bank & Trust 0.17% Add +51.8% 7,776 $1.6M
Empirical Asset Management, LLC 0.53% Reduce -8.7% 7,762 $1.5M
Aspen Capital Management, LLC 0.50% — 7,761 $1.5M
Topsail Wealth Management, LLC 0.31% Add +105.5% 7,756 $1.5M
Regent Peak Wealth Advisors LLC 0.36% Reduce -23.7% 7,737 $1.5M
Sonata Capital Group Inc. 0.67% Reduce -4.4% 7,717 $1.5M
Sunflower Bank, N.A. 0.43% No change 7,709 $1.5M
Cosner Financial Group, LLC 0.94% Add +1.7% 7,686 $1.5M
Veracity Capital LLC 0.60% Reduce -0.4% 7,672 $1.5M
Cornerstone Wealth Management, LLC 0.10% Reduce -5.5% 7,669 $1.5M
Apriem Advisors 0.18% Add +2.6% 7,662 $1.5M
Disciplined Investments, LLC 0.70% Reduce -0.6% 7,628 $1.5M
Morangie Management LLC 1.49% Reduce -9.1% 7,602 $1.5M
Palisade Capital Management, LP 0.05% Reduce -73.4% 7,595 $1.5M
Circle Wealth Management, LLC 0.04% Reduce -78.0% 7,579 $1.5M
Mosaic Financial Group, LLC 1.23% Reduce -19.9% 7,559 $1.5M
Family Firm, Inc. 0.34% Reduce -1.2% 7,558 $1.5M
Fagan Associates, Inc. 0.25% Reduce -2.4% 7,551 $1.5M
Sageworth Trust Co of South Dakota 1.81% No change 7,537 $1.5M
Adapt Wealth Advisors, LLC 0.73% Reduce -0.6% 7,519 $1.5M
Osborne Partners Capital Management, LLC 0.09% Reduce -3.5% 7,515 $1.5M
Belmont Capital, LLC 0.27% No change 7,500 $1.5M
Corvex Management LP 0.06% New 7,500 $1.5M
Riverpoint Wealth Management Holdings, LLC 0.39% Add +0.1% 7,484 $1.5M
Paces Ferry Wealth Advisors, LLC 0.74% Reduce -0.7% 7,467 $1.5M
MassMutual Private Wealth & Trust, FSB 0.04% Reduce -12.3% 7,464 $1.5M
Shelton Wealth Management, LLC 0.85% Add +0.3% 7,461 $1.5M
Gradient Capital Advisors, LLC 0.48% No change 7,446 $1.5M
KMG Fiduciary Partners, LLC 0.12% Add +6.2% 7,436 $1.5M
CX Institutional 0.06% Reduce -0.5% 7,420 $1.5M
Amica Mutual Insurance Co. 0.16% Reduce -48.7% 7,371 $1.5M
Southern Capital Advisors, LLC 0.81% Add +35.5% 7,353 $1.5M
Financial Advisors, LLC 0.29% No change 7,341 $1.5M
Garde Capital, Inc. 0.08% Reduce -0.0% 7,328 $1.5M
Napatree Capital LLC 0.82% Add +13.5% 7,295 $1.5M
Mather Group, Llc. 0.02% Reduce -3.7% 7,246 $1.4M
Rothschild Investment LLC 0.10% Add +0.9% 7,227 $1.4M
Shapiro Capital Management LLC 0.06% Add +1.6% 7,200 $1.4M
IPG Investment Advisors LLC 0.32% Reduce -33.1% 7,193 $1.4M
Edge Financial Advisors LLC 0.91% New 7,187 $1.4M
Red Tortoise LLC 0.75% Reduce -4.7% 7,179 $1.4M
Bienville Capital Management, LLC 0.35% Reduce -28.6% 7,167 $1.4M
Petros Family Wealth, LLC 1.58% Reduce -1.0% 7,137 $1.4M
Alesco Advisors, LLC, An ESL Co 0.04% No change 7,130 $1.4M
WealthShield Partners, LLC 0.18% Add +50.7% 7,112 $1.4M
Orca Investment Management, LLC 1.41% Reduce -1.9% 7,088 $1.4M
Lifestyle Asset Management, Inc. 0.78% Add +17.5% 7,070 $1.4M
Fonville Wealth Management LLC 0.41% Add +1.4% 7,168 $1.4M
IFG Advisors, LLC 0.27% Add +0.2% 7,043 $1.4M
Planned Solutions, Inc. 0.57% Add +0.1% 6,997 $1.4M
Patriot Investment Management Group, Inc. 0.10% No change 6,993 $1.4M
D L Carlson Investment Group Inc. 0.27% Reduce -14.2% 6,957 $1.4M
Summit Global Investments 0.10% New 6,941 $1.4M
Wakefield Asset Management LLLP 0.42% Add +0.2% 6,942 $1.4M
Perennial Investment Advisors, LLC 0.16% Add +7.5% 6,933 $1.4M
Brand Asset Management Group, Inc. 0.58% No change 6,910 $1.4M
Focus Financial Network, Inc. 0.06% Reduce -6.4% 6,892 $1.4M
Bricktown Capital, LLC 0.26% No change 6,891 $1.4M
Chicago Capital, LLC 0.04% Add +0.0% 6,860 $1.4M
Avantax Planning Partners, Inc. 0.05% Reduce -4.8% 6,848 $1.4M
Intrepid Financial Planning Group LLC 0.63% Reduce -1.4% 6,844 $1.4M
Childress Capital Advisors, LLC 0.40% No change 6,836 $1.4M
Plum Street Advisors, LLC 0.66% Add +1.5% 6,828 $1.4M
Tidal Investments LLC 0.01% Reduce -12.7% 6,800 $1.4M
Ayalon Insurance Comp Ltd. 0.44% Reduce -26.0% 6,798 $1.4M
Walleye Capital LLC 0.02% Reduce -95.3% 6,778 $1.4M
Matauro, LLC 0.27% Reduce -3.2% 6,774 $1.4M
Nwam LLC 0.12% Reduce -60.5% 6,768 $1.4M
BFI Infinity Ltd. 1.46% Reduce -87.7% 6,766 $1.3M
RPG Investment Advisory, LLC 0.10% Add +101.5% 6,758 $1.3M
Enclave Advisors LLC 0.23% No change 6,711 $1.3M
Keystone Wealth Services, LLC 0.36% Reduce -2.1% 6,711 $1.3M
Pointe Capital Management LLC 0.78% Add +2.7% 6,707 $1.3M
Grassi Investment Management 0.12% Add +4.5% 6,707 $1.3M
Colonial Trust Advisors 0.12% Add +84.6% 6,702 $1.3M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -98.0% 6,701 $1.3M
Maxele Advisors, LLC 1.28% Add +4.9% 6,642 $1.3M
MBL Wealth, LLC 0.13% Reduce -2.7% 6,640 $1.3M
Fsa Wealth Partners, Inc. 0.50% Reduce -37.2% 6,629 $1.3M
Nuveen, LLC 0.00% — 8,580 $1.3M
SigFig Wealth Management, LLC 0.05% Add +0.1% 6,591 $1.3M
Petix & Botte Co 0.35% Reduce -14.7% 6,614 $1.3M
DSG Capital Advisors, LLC 0.27% Reduce -33.0% 6,592 $1.3M
626 Financial, LLC 0.68% Reduce -1.4% 6,591 $1.3M
Orgel Wealth Management, LLC 0.03% Add +0.5% 6,584 $1.3M
Florida Trust Wealth Management Co 0.04% Reduce -1.9% 6,581 $1.3M
Sage Rhino Capital LLC 0.30% Reduce -0.3% 6,580 $1.3M
Consolidated Portfolio Review Corp 0.21% Add +154.5% 6,523 $1.3M
NorthRock Partners, LLC 0.04% Add +13.0% 6,512 $1.3M
Greenland Capital Management LP 0.23% Add +317.7% 6,503 $1.3M
Allen Investment Management, LLC 0.02% No change 6,500 $1.3M
Evernest Financial Advisors, LLC 0.46% Add +0.0% 6,465 $1.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% Add +2.8% 6,442 $1.3M
Avior Wealth Management, LLC 0.05% Reduce -10.8% 6,533 $1.3M
Steel Grove Capital Advisors, LLC 0.19% No change 6,428 $1.3M
Community Bank, N.A. 0.17% Reduce -1.2% 6,406 $1.3M
Fiducient Advisors LLC 0.16% Reduce -0.5% 6,405 $1.3M
Edmond DE Rothschild Holding S.A. 0.02% Reduce -10.4% 6,389 $1.3M
Boston Family Office LLC 0.09% Add +0.2% 6,373 $1.3M
Harvest Investment Services, LLC 0.35% Reduce -35.7% 6,334 $1.3M
Cannell & Spears LLC 0.03% No change 6,280 $1.3M
Cambridge Advisors Inc. 0.27% Reduce -8.3% 6,275 $1.3M
Debussy Capital Management LP 0.20% Reduce -0.1% 6,268 $1.3M
Farmers National Bank 0.35% Reduce -0.5% 6,263 $1.2M
IAM Advisory, LLC 0.32% Reduce -0.2% 6,232 $1.2M
Teachers Insurance & Annuity Association of America 1.66% Reduce -0.6% 6,225 $1.2M
SlateStone Wealth, LLC 0.12% Reduce -1.3% 6,212 $1.2M
Rwa Wealth Partners, LLC 0.02% Add +18.4% 6,200 $1.2M
Ancora Advisors LLC 0.03% Reduce -1.8% 6,191 $1.2M
Highland Capital Management, LLC 0.07% Reduce -0.4% 6,142 $1.2M
Integrated Investment Consultants, LLC 0.24% Add +116.0% 6,129 $1.2M
Keel Point, LLC 0.09% Reduce -61.3% 6,089 $1.2M
Northeast Financial Group, Inc. 0.45% Add +293.8% 6,084 $1.2M
St Germain D J Co. Inc. 0.06% Reduce -0.4% 6,080 $1.2M
Coordinated Financial Services, Inc. 0.94% — 6,069 $1.2M
Csenge Advisory Group 0.07% Add +77.6% 6,480 $1.2M
Eq LLC 0.56% Reduce -0.2% 6,048 $1.2M
AlphaCore Capital LLC 0.10% Add +101.0% 6,025 $1.2M
MIdWestOne Financial Group, Inc. 0.17% Reduce -2.9% 6,017 $1.2M
Silverleafe Capital Partners, LLC 0.41% Reduce -29.3% 6,002 $1.2M
Granite Bay Wealth Management, LLC 0.42% Add +88.8% 6,000 $1.2M
Intellectus Partners, LLC 0.30% Add +0.2% 5,996 $1.2M
Milestone Asset Management, LLC 0.25% Add +65.7% 5,985 $1.2M
Powell Investment Advisors, LLC 0.59% Add +9.7% 5,985 $1.2M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -4.2% 5,984 $1.2M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.8% 5,943 $1.2M
Ellenbecker Investment Group 0.21% Reduce -0.3% 5,961 $1.2M
Middleton & Co. Inc. 0.14% Reduce -2.0% 5,955 $1.2M
Cascade Financial Partners, LLC 0.15% Add +84.4% 5,953 $1.2M
Monetary Management Group Inc. 0.32% Reduce -1.9% 5,940 $1.2M
Bernard Wealth Management Corp. 0.58% Reduce -1.0% 5,929 $1.2M
First Business Financial Services, Inc. 0.12% No change 5,923 $1.2M
Callan Capital, LLC 0.09% Reduce -3.2% 5,909 $1.2M
Soltis Investment Advisors LLC 0.11% Reduce -16.1% 5,902 $1.2M
Segment Wealth Management, LLC 0.08% Reduce -1.7% 5,896 $1.2M
Betterment LLC 0.00% Reduce -3.6% 5,889 $1.2M
Lionshead Wealth Management, LLC 1.22% Reduce -27.2% 5,883 $1.2M
Savvy Advisors, Inc. 0.12% Add +18.1% 5,881 $1.2M
Eagle Harbor Asset Management Inc. 1.19% No change 5,860 $1.2M
Good Life Advisors, LLC 0.08% Reduce -7.6% 5,846 $1.2M
Tortoise Investment Management, LLC 0.12% Reduce -1.3% 5,823 $1.2M
Waldron Private Wealth LLC 0.05% Reduce -1.7% 5,781 $1.2M
Tyche Wealth Partners LLC 0.25% Reduce -3.1% 5,722 $1.1M
CWC Advisors, LLC. 0.65% Add +16.6% 5,717 $1.1M
Guyasuta Investment Advisors Inc. 0.07% Add +0.2% 5,717 $1.1M
HBK Sorce Advisory LLC 0.03% Add +2.4% 5,714 $1.1M
Cantor Fitzgerald Investment Advisors L.P. 0.08% Add +1.8% 5,698 $1.1M
Runnymede Capital Advisors, Inc. 1.09% Reduce -9.1% 5,688 $1.1M
Arcadia Investment Management Corp. 0.21% No change 5,681 $1.1M
Aprio Wealth Management, LLC 0.14% Add +1.2% 5,679 $1.1M
Wealth Watch Advisors, INC 0.92% Reduce -0.6% 5,677 $1.1M
Trilogy Capital Inc. 0.06% Reduce -23.0% 5,645 $1.1M
Mizuho Markets Americas LLC 0.02% Add +12.3% 5,636 $1.1M
Motiv8 Investments LLC 0.74% Reduce -4.9% 5,624 $1.1M
Baldwin Wealth Partners LLC 0.08% No change 5,609 $1.1M
SOA Wealth Advisors, LLC. 0.23% Add +2904.3% 145,436 $1.1M
Retirement Planning Group, LLC 0.05% Reduce -16.7% 5,569 $1.1M
1858 Wealth Management, LLC 0.94% Add +2.2% 5,550 $1.1M
EFG Asset Management (Americas) Corp. 0.22% Add +0.1% 5,549 $1.1M
Westwood Holdings Group Inc. 0.01% Reduce -90.2% 5,548 $1.1M
Objective Capital Management, LLC 1.41% Reduce -15.5% 5,535 $1.1M
CM Wealth Advisors LLC 0.35% No change 5,531 $1.1M
Pinnacle Bancorp, Inc. 0.36% Reduce -2.0% 5,520 $1.1M
PUREfi Wealth, LLC 1.10% Add +88.0% 5,513 $1.1M
1900 Wealth Management LLC 0.09% Reduce -0.7% 5,494 $1.1M
Intrust Bank NA 0.11% Reduce -4.0% 5,484 $1.1M
Charter Oak Capital Management, LLC 0.10% Add +0.1% 5,472 $1.1M
Breakwater Capital Group 0.19% Add +6.5% 5,465 $1.1M
Cape Ann Savings Bank 0.68% Reduce -0.9% 5,464 $1.1M
Summit Financial Strategies, Inc. 0.11% Reduce -1.3% 5,452 $1.1M
Cardiff Park Advisors, LLC 0.11% Add +2.9% 5,442 $1.1M
Well Done, LLC 0.20% Reduce -0.1% 4,913 $1.1M
Stonebridge Capital Advisors LLC 0.09% Reduce -1.9% 5,432 $1.1M
Fermata Advisors, LLC 0.20% Reduce -6.5% 5,421 $1.1M
Stephenson & Company, Inc. 0.70% Add +0.8% 5,421 $1.1M
MainStreet Investment Advisors LLC 0.16% Reduce -0.8% 5,408 $1.1M
Verus Capital Partners, LLC 0.11% Add +55.0% 5,399 $1.1M
Confluence Wealth Services, Inc. 0.07% Add +4.5% 5,647 $1.1M
Richard W. Paul & Associates, LLC 0.42% Reduce -8.0% 5,375 $1.1M
Lifeworks Advisors, LLC 0.18% Reduce -70.9% 5,345 $1.1M
Aurelius Family Office LLC 0.54% Reduce -5.5% 5,322 $1.1M
Signaturefd, LLC 0.02% Reduce -4.8% 5,308 $1.1M
Catalyst Financial Partners LLC 0.19% Add +1.1% 5,302 $1.1M
Parker Financial LLC 0.51% Reduce -22.8% 5,300 $1.1M
Huntleigh Advisors, Inc. 0.18% Reduce -4.2% 5,296 $1.1M
Matrix Private Capital Group LLC 0.63% Reduce -8.4% 5,294 $1.1M
Compass Ion Advisors, LLC 0.12% Reduce -3.4% 5,262 $1.0M
Breed's Hill Capital LLC 0.57% Add +26.4% 5,260 $1.0M
Colorado Capital Management, Inc. 0.49% Add +2.2% 5,255 $1.0M
Pitti Group Wealth Management, LLC 1.07% Add +0.3% 5,246 $1.0M
Advance Capital Management, Inc. 0.05% Reduce -19.0% 5,216 $1.0M
Neumann Capital Management, LLC 0.36% No change 5,208 $1.0M
SageView Advisory Group, LLC 0.04% Reduce -3.5% 5,200 $1.0M
Seneca House Advisors 0.44% Reduce -14.5% 5,194 $1.0M
LCNB Corp. 0.38% Reduce -1.0% 5,187 $1.0M
CENTRAL TRUST Co 0.03% Add +4.5% 5,187 $1.0M
Avestar Capital, LLC 0.10% New 5,183 $1.0M
Regal Investment Advisors LLC 0.08% Reduce -23.6% 5,172 $1.0M
Excalibur Management Corp. 0.40% Add +3.4% 5,146 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +3.5% 5,130 $1.0M
Realta Investment Advisors 0.47% Reduce -27.4% 5,117 $1.0M
Evanson Asset Management, LLC 0.07% Reduce -3.4% 5,106 $1.0M
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -23.6% 5,106 $1.0M
Blue Trust, Inc. 0.01% Reduce -42.0% 5,103 $1.0M
Sightline Wealth Advisors, LLC 0.54% Reduce -0.7% 5,096 $1.0M
Midland Wealth Advisors, LLC 0.06% Reduce -11.0% 5,092 $1.0M
STAR Financial Bank 0.74% Add +16.1% 5,064 $1.0M
Plancorp, LLC 0.04% Add +92.9% 5,059 $1.0M
Whitegate Investment Counselors, Inc. 0.36% Reduce -0.2% 5,038 $1.0M
Obermeyer Wealth Partners 0.05% Reduce -16.9% 5,028 $1.0M
Alamea Verwaltungs GmbH 0.87% — 5,025 $1.0M
Horan Securities, Inc. 0.38% Add +0.2% 5,022 $1.0M
Granite Investment Partners, LLC 0.05% Reduce -86.2% 5,010 $999K
Fairfield, Bush & Co. 0.63% Add +4.5% 5,008 $999K
Zacks Investment Management 0.01% Reduce -71.3% 5,007 $999K
GAMMA Investing LLC 0.07% Add +29.9% 5,006 $999K
Hickory Point Bank & Trust 0.88% Add +9.3% 5,004 $998K
Man Group plc 0.00% New 5,003 $998K
Galilei Investment Office LLP 0.54% No change 5,000 $997K
Nwi Management LP 0.13% New 5,000 $997K
Fragasso Financial Advisors Inc 0.07% Reduce -2.8% 4,997 $997K
Power Wealth Management LLC 0.40% Reduce -15.1% 4,973 $992K
Naples Global Advisors, LLC 0.09% Reduce -0.2% 4,970 $991K
Mechanics Bank Trust Department 0.13% Reduce -2.0% 4,942 $986K
First National Corp. /Ma/ 0.22% New 4,939 $985K
McClarren Financial Advisors, Inc. 0.65% New 5,022 $985K
Bragg Financial Advisors, Inc 0.04% No change 4,922 $982K
Activest Wealth Management 0.26% Add +25.0% 4,918 $981K
17 Capital Partners, LLC 0.63% Reduce -0.3% 4,914 $980K
Lakeshore Capital Group, Inc. 0.94% Reduce -75.6% 4,905 $979K
Camelot Technology Advisors, Inc. 0.90% Add +0.2% 4,898 $977K
HCR Wealth Advisors 0.13% No change 4,889 $975K
XTX Topco Ltd 0.05% Reduce -26.2% 4,885 $975K
Fairway Wealth LLC 0.36% Add +0.2% 4,880 $973K
Poplar Forest Capital LLC 0.17% New 4,871 $972K
Zions Bancorporation, National Association 0.06% — 4,848 $967K
Parthenon LLC 0.12% No change 4,847 $967K
Key Financial Inc 0.21% Add +3.8% 4,846 $967K
Keeley-Teton Advisors, LLC 0.12% Reduce -0.8% 4,834 $964K
Madrona Financial Services, LLC 0.26% Reduce -2.6% 4,830 $964K
Brady Family Wealth, LLC 0.31% Reduce -9.6% 4,818 $961K
White Pine Capital LLC 0.33% Reduce -5.2% 4,815 $961K
McDonald Partners LLC 0.25% Add +9.8% 4,796 $960K
DHK Financial Advisors, Inc. 0.52% Add +0.0% 4,794 $956K
Xponance LLC 0.01% Add +159.2% 4,793 $956K
Lowery Thomas, LLC 0.65% Reduce -0.8% 4,778 $953K
SC&H Financial Advisors, Inc. 0.19% Add +0.1% 4,773 $952K
Brown, Lisle/Cummings, Inc. 0.28% Add +7.7% 4,770 $952K
Mittelman Wealth Management 0.86% Add +0.2% 4,765 $951K
Philadelphia Trust Co. 0.08% No change 4,743 $946K
Tandem Financial, LLC 1.03% Add +2.0% 4,734 $944K
Seros Financial, LLC 0.70% Add +0.4% 4,704 $938K
AtlasMark Financial, Inc 0.87% No change 4,700 $938K
Polymer Capital Management (HK) LTD 0.16% No change 4,640 $926K
Geneva Partners, LLC 0.48% Reduce -15.9% 4,633 $924K
Agate Pass Investment Management, LLC 0.40% Reduce -25.5% 4,629 $923K
First Heartland Consultants, Inc. 0.10% Reduce -54.2% 4,614 $920K
Core Wealth Advisors, Inc. 0.29% Reduce -1.4% 4,608 $919K
Empowered Funds, LLC 0.01% Reduce -82.9% 4,603 $918K
Aegis Wealth Management LLC 0.54% No change 4,600 $918K
Wealthfront Advisers LLC 0.00% Reduce -6.4% 4,600 $918K
Wade Financial Advisory, Inc 0.31% No change 4,598 $917K
Next Capital Management LLC 0.44% Add +1.8% 4,594 $916K
Moisand Fitzgerald Tamayo, LLC 0.13% Reduce -1.4% 4,580 $914K
Tranquility Partners, LLC 0.35% Add +6.8% 4,580 $914K
Whalerock Point Partners, LLC 0.22% Add +0.2% 4,518 $901K
Sharkey, Howes & Javer 0.13% Reduce -12.1% 4,494 $896K
Magnolia Capital Advisors LLC 0.24% No change 4,490 $896K
Monograph Wealth Advisors, LLC 0.12% No change 4,472 $892K
Fiera Capital Corp 0.00% Reduce -15.1% 4,448 $887K
Wealth Dimensions Group, Ltd. 0.21% No change 4,440 $886K
Allstate Corp. 0.03% Add +97.5% 4,421 $882K
Game Plan Financial Advisors, LLC 0.50% Reduce -51.9% 4,420 $882K
LaSalle St. Investment Advisors, LLC 0.21% Add +1.4% 4,410 $879K
Bond & Devick Financial Network, Inc. 0.32% Reduce -8.0% 4,389 $876K
Aft, Forsyth & Company, Inc. 0.47% No change 4,378 $873K
Blue Sky Capital Consultants Group, Inc. 0.57% No change 4,374 $873K
Vista Finance, LLC 0.76% Add +59.8% 4,368 $871K
Heritage Wealth Advisors 0.04% Reduce -15.3% 4,368 $871K
Total Investment Management Inc. 0.11% Add +4.1% 4,361 $870K
Townsend Asset Management Corp. /NC/ 0.34% Reduce -15.3% 4,358 $869K
FSC Wealth Advisors, LLC 0.57% Add +20.4% 4,358 $869K
Watts Gwilliam & Co., LLC 0.19% Add +90.8% 4,357 $869K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.36% Add +0.1% 4,688 $867K
Morton Brown Family Wealth, LLC 0.29% No change 4,346 $867K
Cedar Mountain Advisors, LLC 0.19% Reduce -10.2% 4,344 $867K
L & S Advisors Inc 0.12% Add +29.0% 4,331 $864K
PGIM Custom Harvest LLC 0.02% Add +27.1% 4,327 $863K
Broadview Financial Management, LLC 0.64% Reduce -1.6% 4,326 $863K
Allegheny Financial Group 0.22% Add +28.8% 4,322 $862K
Atlas Brown,Inc. 0.30% Reduce -1.7% 4,320 $862K
Collective Family Office LLC 0.23% Reduce -1.1% 4,309 $860K
Pachira Investments Inc. 0.60% Add +0.7% 4,282 $858K
FreeGulliver LLC 0.43% Reduce -43.0% 4,299 $858K
Flagship Private Wealth, LLC 0.41% Reduce -15.1% 4,290 $856K
Verum Partners LLC 0.23% Add +0.1% 4,281 $854K
JSF Financial, LLC 0.22% Reduce -4.1% 4,269 $852K
Davis Investment Partners, LLC 0.38% Reduce -26.8% 4,565 $851K
Mattern Wealth Management LLC 0.19% No change 4,252 $848K
Narus Financial Partners, LLC 0.29% Reduce -6.4% 4,243 $846K
Global Financial Private Client, LLC 0.32% Reduce -19.2% 4,242 $846K
World Equity Group, Inc. 0.24% Reduce -45.0% 4,192 $841K
NBW Capital LLC 0.19% Reduce -27.2% 4,212 $840K
Arcus Capital Partners, LLC 0.34% Reduce -36.9% 4,207 $839K
Koshinski Asset Management, Inc. 0.07% Add +3.4% 4,205 $839K
Inspire Advisors, LLC 0.10% Add +36.0% 4,198 $837K
FDx Advisors, Inc. 0.27% Reduce -3.1% 4,195 $837K
Angeles Wealth Management, LLC 0.07% No change 4,181 $834K
General Partner, Inc. 0.54% No change 4,176 $833K
HFG Advisors, Inc. 0.71% Reduce -4.5% 4,174 $833K
Tyler-Stone Wealth Management 0.15% Add +35.0% 4,173 $832K
Bank of New Hampshire 0.22% Reduce -1.3% 4,155 $829K
Marshall Financial Group Inc. 0.26% Add +0.1% 4,149 $828K
Van Cleef Asset Management,Inc 0.09% Reduce -2.7% 4,132 $824K
Heartwood Wealth Advisors LLC 0.09% Reduce -0.1% 4,131 $824K
Elgethun Capital Management 0.18% No change 4,129 $824K
SBI Securities Co., Ltd. 0.03% Reduce -5.6% 4,128 $823K
Morris Financial Concepts, Inc. 0.35% Reduce -0.7% 4,125 $823K
USA Financial Formulas 0.14% Reduce -3.8% 4,125 $823K
Sheaff Brock Investment Advisors, LLC 0.08% Reduce -0.8% 4,112 $820K
Rf&l Wealth Management, LLC 0.59% Reduce -1.1% 4,111 $820K
Sage Mountain Advisors LLC 0.06% Add +0.9% 4,087 $815K
Mgo One Seven LLC 0.03% Reduce -39.6% 4,072 $812K
Rockbridge Investment Management, LCC 0.10% No change 4,063 $811K
Tompkins Financial Corp. 0.08% No change 4,001 $798K
Montgomery Investment Management Inc. 0.32% No change 4,000 $798K
Caldwell Trust Co 0.09% Add +3.0% 4,000 $798K
Financial Advocates Investment Management 0.06% Reduce -93.0% 3,996 $797K
First Interstate Bank 0.05% Add +4.4% 3,971 $792K
2UniFi Bank 0.51% Add +5.6% 3,676 $789K
Andrews, Lucia Wealth Management LLC 0.53% No change 3,570 $789K
Global Assets Advisory, LLC 0.15% Add +223.1% 4,194 $788K
Northwest Wealth Management, LLC 0.16% Reduce -0.6% 3,949 $788K
Viawealth, LLC 0.49% Reduce -16.3% 3,947 $787K
Private Capital Management, LLC 0.09% Add +98.1% 3,937 $785K
NCM Capital Management, LLC 0.35% Reduce -5.8% 3,920 $782K
Jackson Hole Capital Partners, LLC 0.16% No change 3,918 $782K
MidAtlantic Capital Management, Inc. 0.61% Add +2.6% 3,900 $778K
Perbak Capital Partners LLP 0.57% Reduce -94.3% 3,881 $774K
Palisades Hudson Asset Management, L.P. 0.35% Add +0.0% 3,859 $770K
Investment Partners Asset Management, Inc. 0.60% Add +11.7% 3,851 $768K
American Financial Advisors, LLC 0.11% Reduce -0.6% 3,850 $768K
Uptown Financial Advisors LLC 0.79% No change 3,832 $764K
NorthCrest Asset Manangement, LLC 0.02% Reduce -11.7% 3,825 $763K
MRP Capital Investments, LLC 0.71% Add +57.9% 3,820 $762K
Investment Partners, LTD. 0.32% Reduce -3.3% 3,812 $760K
Fisher Asset Management 0.00% Reduce -4.4% 3,791 $756K
Stillwater Capital Advisors, LLC 0.11% Add +8.1% 3,789 $756K
Alpine Global Management, LLC 0.23% Reduce -90.2% 3,787 $755K
Vista Capital Partners, Inc. 0.09% No change 3,777 $753K
Navalign, LLC 0.21% Reduce -4.3% 3,775 $753K
Libra Wealth LLC 0.28% No change 3,775 $753K
Prairie Wealth Advisors, Inc. 0.37% Add +1.0% 3,763 $751K
Ofc Financial Planning, LLC 0.85% Reduce -2.2% 3,755 $749K
Lake Street Private Wealth, LLC 0.12% Reduce -2.7% 3,748 $748K
Evensky & Katz LLC 0.05% Add +0.2% 3,747 $747K
BridgePort Financial Solutions, LLC 0.34% Reduce -2.9% 3,744 $747K
SG Capital Management LLC 0.07% New 3,741 $746K
VeraBank, N.A. 0.21% Reduce -8.7% 3,740 $746K
Blackston Financial Advisory Group, LLC 0.50% Reduce -7.5% 3,727 $743K
Smith Shellnut Wilson LLC 0.34% Reduce -10.6% 3,718 $742K
Stratos Investment Management, LLC 0.04% Add +3.6% 3,711 $740K
Sachetta, LLC 0.30% Reduce -3.1% 3,696 $737K
Woodmont Investment Counsel LLC 0.05% Reduce -1.1% 3,681 $734K
Ironwood Financial, llc 0.16% Reduce -4.7% 3,676 $733K
Nations Financial Group Inc, /Ia/ 0.06% Reduce -14.8% 3,671 $733K
Personal Cfo Solutions, LLC 0.15% Add +7.4% 3,664 $731K
Kickstand Ventures, Llc. 0.19% Reduce -9.0% 3,651 $728K
Lutz Financial Services LLC 0.06% Reduce -2.1% 3,647 $728K
Alerus Financial NA 0.06% No change 3,645 $727K
Savior LLC 4.37% Reduce -8.1% 3,644 $727K
Vawter Financial, Ltd. 0.41% Add +15.0% 3,632 $725K
Cassaday & Co Wealth Management LLC 0.02% Reduce -0.7% 3,632 $725K
Cooper/Haims Advisors, LLC 0.39% No change 3,621 $722K
Columbia Bank 0.25% Add +5.0% 3,619 $722K
SouthState Bank Corp 0.03% Add +19.0% 3,618 $722K
Forum Financial Management, LP 0.01% Reduce -0.8% 3,617 $721K
Thrive Wealth Management, LLC 0.14% Reduce -11.1% 3,616 $721K
Capital Investment Advisors, LLC 0.01% Reduce -15.0% 3,594 $717K
Windsor Capital Management, LLC 0.22% Add +2.9% 3,583 $715K
Millstone Evans Group, LLC 0.48% Add +8.2% 3,576 $713K
Howard Wealth Management, LLC 0.40% Reduce -5.6% 3,572 $713K
Bill Few Associates, Inc. 0.25% Reduce -1.2% 3,570 $712K
Private Management Group Inc. 0.03% No change 3,564 $711K
Hunting Hill Global Capital, LLC 0.89% Reduce -72.4% 3,554 $709K
Bison Wealth, LLC 0.07% Add +20.6% 3,551 $708K
Advus Financial Partners, LLC 0.20% Add +41.9% 3,549 $708K
Accel Wealth Management 0.26% Add +2.7% 3,545 $707K
Ritter Daniher Financial Advisory LLC / DE 0.19% Add +3.2% 3,545 $707K
Autumn Glory Partners, LLC 0.35% No change 3,545 $707K
Canopy Partners, LLC 0.28% Reduce -28.0% 3,544 $707K
Atlas Private Wealth Advisors 0.10% Reduce -3.5% 3,541 $706K
Francis Financial, Inc. 0.17% Reduce -1.6% 3,536 $705K
First County Bank 0.39% Reduce -1.3% 3,530 $704K
Mirabella Financial Services LLP 0.03% Reduce -43.5% 3,500 $702K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.12% Add +6.7% 3,482 $695K
Orin Green Financial, LLC 0.33% New 3,784 $691K
Insight 2811, Inc. 0.35% Add +6.4% 3,466 $691K
Pure Financial Advisors, LLC 0.01% Reduce -6.8% 3,465 $691K
Missouri Trust & Investment Co 0.24% Reduce -4.0% 3,462 $691K
First American Bank 0.05% Add +1.2% 3,459 $690K
Cim Investment Management Inc. 0.16% Add +96.3% 3,278 $690K
Formidable Asset Management, LLC 0.12% Add +3.0% 3,457 $690K
First Nebraska Trust Co 0.07% Add +0.4% 3,448 $688K
Tritonpoint Wealth, LLC 0.07% Add +0.0% 3,445 $687K
Schrum Private Wealth Management LLC 0.60% Reduce -10.6% 3,441 $687K
Sentry LLC 0.13% Reduce -4.0% 3,441 $686K
Logan Stone Capital, LLC 0.32% Reduce -62.6% 3,431 $684K
Johnson & White Wealth Management, LLC 0.38% Add +1.3% 3,430 $684K
Fort Sheridan Advisors LLC 0.10% Reduce -0.2% 3,412 $681K
CVFG LLC 0.62% Reduce -7.8% 3,407 $680K
NWK Group, Inc. 0.31% Add +6.1% 3,400 $678K
BigSur Wealth Management LLC 0.18% No change 3,400 $678K
Elyxium Wealth, LLC 0.30% Reduce -4.5% 3,395 $677K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,552 $676K
Benchmark Investment Advisors LLC 0.44% Reduce -30.8% 3,383 $675K
Investors Research Corp 0.15% Add +1.8% 3,378 $674K
Linscomb Wealth, Inc. 0.03% Reduce -0.1% 3,378 $674K
Rialto Wealth Management, LLC 0.21% Reduce -0.7% 3,375 $673K
Hennion & Walsh Asset Management, Inc. 0.03% No change 3,370 $672K
CRA Financial Services, LLC 0.11% Add +1.9% 3,351 $668K
Alpha Advisors, LLC 0.58% Add +3.5% 3,347 $668K
Occidental Asset Management, LLC 0.10% No change 3,345 $667K
Money Concepts Capital Corp. 0.05% Reduce -1.5% 3,338 $666K
Procyon Advisors, LLC 0.04% Add +0.8% 3,335 $665K
Invesco Ltd. 0.00% Reduce -67.6% 3,328 $664K
QRG Capital Management, Inc. 0.01% Reduce -54.3% 3,320 $662K
Tanager Wealth Management LLP 0.09% Add +163.9% 3,309 $660K
Integral Investment Advisors, Inc. 0.21% Add +10.3% 3,306 $660K
Stanich Group LLC 0.49% Reduce -1.5% 3,304 $659K
Guardian Financial Partners, LLC 0.32% New 3,300 $658K
Seven Mile Advisory 0.44% No change 3,300 $658K
Advisors Capital Management, LLC 0.01% Reduce -26.2% 3,297 $658K
Eagle Global Advisors LLC 0.03% Reduce -29.6% 3,285 $655K
High Probability Advisors, LLC 0.11% No change 3,275 $653K
JDM Financial Group LLC 0.33% Add +0.4% 3,268 $652K
Heritage Trust Co 0.08% No change 3,262 $651K
Stage Harbor Financial, LLC 0.55% No change 3,259 $650K
Rothschild Wealth LLC 0.18% Reduce -0.4% 3,254 $649K
Baron Wealth Management LLC 0.29% Add +0.2% 3,254 $649K
American Investment Services, Inc. 0.11% Reduce -0.3% 3,249 $648K
EverSource Wealth Advisors, LLC 0.04% Reduce -42.5% 3,241 $646K
Diversify Wealth Management, LLC 0.05% Reduce -11.2% 3,296 $646K
Acute Investment Advisory, LLC 3.25% Reduce -80.1% 3,238 $646K
Everhart Financial Group, Inc. 0.09% Add +28.1% 3,237 $646K
O'Brien Greene & Co. Inc 0.22% Reduce -1.8% 3,237 $646K
Thoroughbred Financial Services, LLC 0.04% Reduce -3.1% 3,229 $644K
Stelac Advisory Services LLC 0.27% Reduce -6.3% 3,227 $644K
Freedom Investment Management, Inc. 0.05% Reduce -26.5% 3,224 $643K
Arax Advisory Partners 0.04% Add +12.6% 3,221 $642K
Permanent Capital Management, LP 0.18% Reduce -3.9% 3,220 $642K
Elite Financial, Inc. 0.34% Add +0.3% 3,210 $640K
Center for Financial Planning, Inc. 0.08% Reduce -0.8% 3,205 $639K
Strategic Financial Concepts, LLC 0.12% Reduce -9.6% 3,204 $639K
Douglass Winthrop Advisors, LLC 0.01% No change 3,198 $638K
Coastwise Capital Group, LLC 0.54% Reduce -5.6% 3,194 $637K
Shared Vision Wealth Group LLC 0.35% No change 3,185 $635K
McGuire Investment Group, LLC 0.09% No change 3,185 $635K
Financial Perspectives, Inc 0.22% Add +11.9% 3,181 $635K
SeaCrest Wealth Management, LLC 0.07% Reduce -10.9% 3,181 $634K
Biltmore Family Office, LLC 0.11% No change 3,158 $630K
Victory Financial Group, LLC 0.12% Reduce -12.6% 3,150 $628K
Cadence Bank 0.04% Add +3.0% 3,142 $627K
Donaldson Capital Management, LLC 0.02% Reduce -1.1% 3,138 $626K
Archvest Wealth Advisors, Inc. 0.52% Reduce -85.3% 3,128 $624K
Strategic Blueprint, LLC 0.03% Reduce -5.6% 3,128 $624K
Sierra Summit Advisors LLC 0.13% Reduce -94.8% 3,121 $623K
Chancellor Financial Group WB LP 0.52% Add +0.1% 3,119 $622K
Okabena Investment Services Inc. 0.16% Add +8.3% 3,118 $622K
CacheTech Inc. 0.12% Add +10.7% 3,114 $621K
Gilliland Jeter Wealth Management LLC 0.22% Add +3.3% 3,113 $621K
Schneider Downs Wealth Management Advisors, LP 0.11% Add +0.3% 3,093 $617K
Ti-Trust, Inc. 0.41% Reduce -0.8% 3,092 $617K
Private Wealth Group, LLC 0.36% Reduce -76.5% 3,091 $617K
Adell Harriman & Carpenter Inc. 0.05% Reduce -8.5% 3,090 $617K
Iowa State Bank 0.13% New 3,090 $616K
Tilson Financial Group, Inc. 0.24% No change 3,089 $616K
Pioneer Trust Bank N A 0.16% No change 3,085 $615K
Round Rock Advisors LLC 0.11% Add +22.5% 3,083 $615K
Bearing Point Capital, LLC 0.13% No change 3,082 $615K
Acima Private Wealth, LLC 0.22% No change 3,081 $615K
Interchange Capital Partners, LLC 0.17% Reduce -4.5% 3,081 $615K
Platform Technology Partners 0.18% Add +43.4% 3,075 $614K
OneAscent Financial Services LLC 0.04% Add +104.8% 3,068 $612K
Cultivar Capital, Inc. 0.49% Add +1.0% 3,065 $611K
Mma Asset Management LLC 0.26% Add +5.6% 3,061 $611K
Monterey Private Wealth, Inc. 0.18% Reduce -18.6% 3,057 $610K
J. Safra Sarasin Holding AG 0.01% Reduce -3.2% 3,050 $608K
Gen-Wealth Partners Inc 0.25% Reduce -31.3% 3,047 $608K
Grantvest Financial Group LLC 0.49% Reduce -1.0% 3,045 $608K
Bigelow Investment Advisors, LLC 0.29% Reduce -5.7% 3,037 $606K
BBR Partners, LLC 0.04% Reduce -31.4% 3,035 $605K
Hudson Portfolio Management LLC 0.58% Reduce -3.8% 3,028 $604K
Defender Capital, LLC. 0.24% No change 3,000 $604K
Acorn Financial Advisory Services Inc. 0.11% Reduce -11.7% 3,026 $604K
Sard Wealth Management Group, LLC 0.40% Add +0.2% 3,025 $604K
Central Valley Advisors, LLC 0.23% Reduce -3.4% 3,020 $602K
JNBA Financial Advisors 0.06% Reduce -2.2% 3,003 $599K
Woodside Wealth Management LLC 0.55% — 3,000 $598K
DCF Advisers, LLC 0.32% Reduce -72.1% 3,000 $598K
Blodgett Wealth Advisors, LLC 0.51% No change 2,995 $597K
Mystic Asset Management, Inc. 0.16% Add +2.2% 2,994 $597K
Exchange Bank 0.48% No change 2,993 $597K
RDA Financial Network 0.18% Add +1.3% 2,986 $596K
Westfuller Advisors, LLC 0.40% Add +1.1% 2,983 $595K
Horrell Capital Management, Inc. 0.25% Add +0.0% 2,983 $595K
Copia Wealth Management 0.55% Reduce -5.5% 2,963 $591K
Tiemann Investment Advisors, LLC 0.27% Reduce -1.6% 2,960 $591K
Horizon Kinetics Asset Management LLC 0.01% New 2,960 $590K
Live Oak Private Wealth LLC 0.10% No change 2,956 $590K
Goldstein Advisors, LLC 0.09% No change 2,955 $589K
360 Financial, Inc. 0.21% Reduce -8.7% 2,954 $589K
Certified Advisory Corp 0.07% Reduce -2.3% 2,945 $587K
Leo Wealth, LLC 0.08% Reduce -0.8% 2,941 $587K
Strategic Advisors LLC 0.11% Reduce -45.4% 2,925 $584K
M. Kraus & Co 0.18% Reduce -7.9% 2,925 $584K
AAF Wealth Management, LLC 0.31% Reduce -6.0% 2,919 $582K
Narwhal Capital Management 0.05% Reduce -2.3% 2,912 $581K
CFO4Life Group, LLC 0.10% Reduce -32.6% 2,907 $580K
Dana Investment Advisors, Inc. 0.02% Reduce -10.4% 2,903 $579K
Marcum Wealth, LLC 0.05% Reduce -10.6% 2,890 $577K
Integris Wealth Management, LLC 0.16% No change 2,890 $577K
Thompson Davis & Co., Inc. 0.45% Add +9.2% 2,890 $577K
Morse Asset Management, Inc 0.15% Add +4.4% 2,889 $576K
Winthrop Advisory Group LLC 0.07% Add +9.5% 2,888 $576K
TAGStone Capital, Inc. 0.28% Reduce -0.4% 2,882 $575K
RoundAngle Advisors LLC 0.53% Reduce -5.7% 2,881 $575K
Drexel Morgan & Co. 0.12% No change 2,866 $572K
Trust Co. of Oklahoma 0.20% No change 2,864 $571K
SOL Capital Management CO 0.06% Reduce -0.5% 2,862 $571K
Clayton Financial Group LLC 0.21% Reduce -2.9% 2,861 $571K
Fortitude Family Office, LLC 0.20% Reduce -0.3% 2,859 $570K
Jordan Park Group LLC 0.04% No change 2,855 $570K
Kaizen Financial Strategies 0.33% Add +72.9% 2,851 $569K
Thomasville National Bank 0.04% No change 2,847 $568K
Ballew Advisors, Inc 0.38% Reduce -0.4% 3,079 $568K
Patriot Financial Group Insurance Agency, LLC 0.08% Add +5.8% 2,845 $568K
Insight Advisors, LLC/ PA 0.10% Reduce -5.9% 2,845 $568K
Stockman Wealth Management, Inc. 0.08% Reduce -2.5% 2,815 $562K
Baldwin Investment Management, LLC 0.07% Add +1.0% 2,812 $561K
Brown Miller Wealth Management, LLC 0.19% Reduce -62.4% 2,808 $560K
M1 Capital Management LLC 0.35% Add +4.3% 2,806 $560K
FSM Wealth Advisors, LLC 0.13% Add +7.9% 2,800 $559K
IAG Wealth Partners, LLC 0.09% Add +26.0% 2,800 $559K
Flagship Harbor Advisors, LLC 0.03% Reduce -5.3% 2,791 $557K
Blake Schutter Theil Wealth Advisors, LLC 0.63% No change 2,781 $555K
Flaharty Asset Management, LLC 0.08% Reduce -11.3% 2,768 $552K
Smith Anglin Financial, LLC 0.06% Reduce -11.4% 2,765 $552K
Ritholtz Wealth Management 0.02% Add +20.8% 2,750 $549K
Chesapeake Asset Management LLC 0.52% Reduce -4.8% 2,747 $548K
Forza Wealth Management, LLC 0.24% No change 2,732 $545K
SkyOak Wealth, LLC 0.12% No change 2,732 $545K
MB Generational Wealth, LLC 0.41% Reduce -1.1% 2,730 $545K
Lee Danner & Bass Inc. 0.04% Add +5.9% 2,729 $544K
Wealth Architects, LLC 0.06% Reduce -0.2% 2,724 $543K
Earned Wealth Advisors, LLC 0.12% Add +115.8% 4,208 $542K
Sax Wealth Advisors, LLC 0.04% Add +13.9% 2,715 $542K
First City Capital Management, Inc. 0.32% Reduce -1.2% 2,715 $542K
Addison Capital Co 0.21% Reduce -4.6% 2,711 $541K
CGN Advisors LLC 0.05% Reduce -14.6% 2,706 $540K
Mengis Capital Management, Inc. 0.11% No change 2,701 $539K
Plan A Wealth LLC 0.42% Reduce -5.4% 2,694 $537K
Tennessee Valley Asset Management Partners 0.09% Reduce -9.6% 2,693 $537K
Shepherd Financial Partners LLC 0.06% Add +3.8% 2,686 $536K
Edgestream Partners, L.P. 0.02% Reduce -0.8% 2,681 $535K
Mirador Capital Partners LP 0.09% Reduce -4.2% 2,681 $535K
Kovack Advisors, Inc. 0.06% Reduce -22.8% 2,679 $535K
Cypress Capital Group 0.07% Reduce -43.6% 2,675 $534K
United Community Bank 0.20% Add +1.1% 2,666 $532K
Balboa Wealth Partners 0.13% Reduce -14.3% 2,662 $531K
Triangle Securities Wealth Management 0.14% New 2,660 $531K
Baker Avenue Asset Management, LP 0.02% Reduce -1.8% 2,645 $528K
Integrity Wealth Solutions LLC 0.29% Add +127.9% 2,644 $527K
St. Clair Advisors, LLC 0.15% Reduce -45.3% 2,644 $527K
First Bank & Trust 0.10% Add +0.3% 2,638 $526K
Founders Financial Securities LLC 0.04% Add +43.7% 2,691 $525K
Destiny Wealth Partners, LLC 0.08% Add +2.2% 2,628 $524K
McCarthy & Cox 0.23% Add +5.4% 2,624 $523K
Upper Left Wealth Management, LLC 0.38% Reduce -10.3% 2,622 $523K
Wealthgarden F.S. LLC 0.50% Reduce -21.1% 2,617 $522K
Richmond Investment Services, LLC 0.28% Reduce -22.8% 2,617 $522K
Antonelli Financial Advisors, LLC 0.42% Reduce -28.1% 2,606 $520K
Cornerstone Select Advisors, LLC 0.49% Reduce -9.4% 2,603 $519K
Lynch & Associates 0.11% No change 2,600 $519K
Clarkston Capital Partners, LLC 0.01% Reduce -11.9% 2,600 $519K
Frank, Rimerman Advisors LLC 0.04% No change 2,591 $517K
Baker Ellis Asset Management LLC 0.07% Add +19.3% 2,584 $515K
Plante Moran Financial Advisors, LLC 0.04% Reduce -0.8% 2,579 $514K
Urban Financial Advisory Corp 0.28% Add +0.2% 2,572 $513K
Cyndeo Wealth Partners, LLC 0.03% Add +3.8% 2,566 $512K
Murphy, Middleton, Hinkle & Parker, Inc. 0.28% No change 2,548 $508K
Capital Analysts, LLC 0.02% Add +109.8% 2,536 $506K
Journey Beyond Wealth, LLC 0.47% Reduce -2.5% 2,528 $504K
Old Second National Bank of Aurora 0.12% No change 2,528 $504K
Legacy Capital Wealth Partners, LLC 0.12% Add +74.1% 2,525 $504K
Winthrop Capital Management, LLC 0.14% No change 2,509 $501K
Assetmark, Inc. 0.00% Add +29.3% 2,509 $501K
Main Street Financial Solutions, LLC 0.04% Reduce -2.4% 2,508 $500K
Canandaigua National Trust Co of Florida 0.44% Reduce -4.2% 2,501 $499K
ABLE Financial Group, LLC 0.14% Reduce -5.2% 2,499 $499K
Garrison Point Advisors, LLC 0.24% Add +14.7% 2,497 $498K
Hoxton Planning & Management, LLC 0.19% Reduce -20.8% 2,495 $498K
Toth Financial Advisory Corp. 0.06% Reduce -47.2% 2,493 $497K
Sonora Investment Management Group, LLC 0.04% Add +2.2% 2,492 $497K
Beese Fulmer Investment Management, Inc. 0.04% No change 2,488 $496K
East Coast Asset Management, LLC. 0.18% No change 2,482 $495K
Raab & Moskowitz Asset Management LLC 0.12% No change 2,475 $494K
Forte Capital LLC 0.06% Reduce -1.9% 2,468 $492K
Endeavor Private Wealth, Inc. 0.27% Add +27288.9% 2,465 $492K
Mascoma Wealth Management LLC 0.12% No change 2,463 $491K
Arq Wealth Advisors, LLC 0.18% Add +6.0% 2,458 $490K
Bangor Savings Bank 0.05% Add +32.1% 2,451 $489K
Dynasty Wealth Management, LLC 0.01% Reduce -12.1% 2,449 $489K
Beaton Management Co. Inc. 0.25% No change 2,445 $488K
Financial Partners Group, Inc 0.08% Add +2.4% 2,443 $487K
Neumeier Poma Investment Counsel LLC 0.05% New 2,425 $484K
Significant Wealth Partners LLC 0.25% Reduce -7.3% 2,423 $483K
Talon Private Wealth, LLC 0.06% Reduce -1.2% 2,417 $482K
Independent Wealth Network Inc. 0.19% Reduce -6.5% 2,415 $482K
Lunt Capital Management, Inc. 0.17% No change 2,406 $480K
Strategic Financial Services, Inc. 0.03% Reduce -1.2% 2,391 $477K
Hohimer Wealth Management, LLC 0.09% No change 2,378 $474K
Retirement Investment Advisors, Inc. 0.05% Reduce -0.3% 2,378 $474K
Fiduciary Alliance LLC 0.05% Add +4.8% 2,376 $474K
Capital Asset Advisory Services LLC 0.02% Reduce -25.3% 2,322 $471K
Riverbridge Partners LLC 0.01% Reduce -95.4% 2,358 $470K
TFG Advisers LLC 0.17% Add +0.2% 2,350 $469K
RFP Financial Group LLC 0.19% No change 2,348 $468K
Aspect Partners, LLC 0.27% Reduce -78.2% 2,348 $468K
Clark Capital Management Group, Inc. 0.00% Reduce -67.6% 2,348 $468K
V2 Financial group LLC 0.30% Reduce -12.9% 2,346 $468K
Evelyn Partners Investment Management LLP 0.02% No change 2,345 $468K
SeaBridge Investment Advisors LLC 0.10% Reduce -9.2% 2,340 $467K
Diversify Advisory Services, LLC 0.03% Reduce -76.4% 2,376 $466K
Principle Wealth Partners LLC 0.03% No change 2,329 $465K
Dearborn Partners LLC 0.02% No change 2,329 $465K
Heritage Investment Group, Inc. 0.09% Add +3.5% 2,313 $461K
James J. Burns & Company, LLC 0.08% Reduce -4.4% 2,309 $460K
Bar Harbor Wealth Management 0.03% No change 2,306 $460K
First PREMIER Bank 0.12% No change 2,307 $460K
Shelton Capital Management 0.01% Add +1.5% 2,305 $460K
Bellevue Group AG 0.01% New 2,300 $459K
Financial Management Network Inc. 0.10% Add +0.0% 2,554 $459K
LRI Investments, LLC 0.04% Add +358.0% 2,290 $457K
Golden State Wealth Management, LLC 0.07% Add +2.7% 2,289 $457K
Stone Summit Wealth LLC 0.15% Reduce -1.0% 2,277 $454K
Cherry Tree Wealth Management, LLC 0.11% Add +0.3% 2,276 $454K
LM Advisors LLC 0.08% Add +29.9% 2,273 $453K
Virtue Capital Management, LLC 0.05% New 2,266 $452K
QTR Family Wealth, LLC 0.34% — 2,264 $452K
Ellis Investment Partners, LLC 0.09% No change 2,260 $451K
Octavia Wealth Advisors, LLC 0.05% Add +1.0% 2,258 $450K
Bayesian Capital Management, LP 0.07% Reduce -84.0% 2,255 $450K
Arvest Investments, Inc. 0.07% Reduce -3.2% 2,255 $450K
McElhenny Sheffield Capital Management, LLC 0.17% Add +18.8% 2,254 $450K
Kondo Wealth Advisors, Inc. 0.22% Reduce -7.0% 2,253 $450K
Denver PWM, LLC 0.16% Add +0.2% 2,241 $447K
Optivise Advisory Services LLC 0.25% Reduce -35.8% 2,236 $446K
Parsons Capital Management Inc. 0.02% Add +10.7% 2,222 $443K
Palo Alto Wealth Advisors, LLC 0.17% Add +0.2% 2,108 $440K
Penney Financial, LLC 0.29% No change 2,203 $439K
SK Wealth Management, LLC 0.24% Reduce -22.2% 2,397 $438K
Sapient Capital LLC 0.01% Add +24.6% 2,192 $437K
Samalin Investment Counsel, LLC 0.18% Reduce -55.3% 2,188 $437K
Kohmann Bosshard Financial Services, LLC 0.05% No change 2,181 $435K
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.45% Reduce -98.3% 2,173 $433K
KRS Capital Management, LLC 0.34% Reduce -11.5% 2,162 $431K
Northwest Financial Advisors 0.36% Reduce -0.5% 2,154 $430K
Clifford Swan Investment Counsel LLC 0.02% No change 2,151 $429K
Howland Capital Management LLC 0.02% Reduce -3.7% 2,140 $427K
Beirne Wealth Consulting Services, LLC 0.15% Reduce -68.7% 2,135 $426K
Costello Asset Management, INC 0.17% No change 2,126 $424K
Summit Investment Advisory Services, LLC 0.21% Add +0.1% 2,122 $423K
Canal Capital Management, LLC 0.07% Add +24.2% 2,119 $423K
Sage Financial Group Inc. 0.03% Add +22.2% 2,119 $423K
Noble Family Wealth, LLC 0.12% Reduce -2.1% 2,114 $422K
New England Professional Planning Group Inc. 0.21% Add +0.1% 2,110 $421K
Trillium Asset Management, LLC 0.01% Reduce -23.9% 2,106 $420K
Spectrum Wealth Counsel, LLC 0.05% Reduce -92.0% 2,104 $420K
Measured Risk Portfolios, Inc. 0.45% Reduce -9.1% 2,100 $419K
Redmont Wealth Advisors LLC 0.82% No change 2,100 $419K
Valtrion Capital Management, LLC 0.56% No change 2,097 $418K
Pitcairn Co. 0.03% No change 2,097 $418K
Madison Wealth Partners, Inc 0.10% No change 2,096 $418K
Concord Wealth Partners 0.07% Reduce -1.2% 2,096 $418K
Mainstay Capital Management LLC 0.06% Reduce -21.8% 2,094 $418K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -68.7% 2,088 $417K
Tran Capital Management, L.P. 0.06% No change 2,090 $417K
Blackstone Inc. 0.00% New 2,089 $417K
GeoWealth Management, LLC 0.02% Reduce -21.9% 2,086 $416K
Plotkin Financial Advisors, LLC 0.26% Reduce -0.2% 2,083 $416K
Sovran Advisors, LLC 0.05% Add +8.7% 2,224 $415K
Washington Capital Management, Inc. 0.33% No change 2,075 $414K
Amplius Wealth Advisors, LLC 0.04% No change 2,075 $414K
South Plains Financial, Inc. 0.32% Reduce -4.2% 2,070 $413K
Elk River Wealth Management LLC 0.08% Add +20.8% 2,064 $412K
LexAurum Advisors, LLC 0.08% No change 2,058 $411K
Quent Capital, LLC 0.04% Add +12.8% 2,057 $410K
Yukon Wealth Management, Inc. 0.17% — 2,054 $410K
StoneCrest Wealth Management, Inc. 0.26% No change 2,053 $410K
RiverFront Investment Group, LLC 0.01% Reduce -11.3% 2,052 $409K
Rise Advisors, LLC 0.18% Add +6.7% 2,048 $409K
Transform Wealth, LLC 0.02% Reduce -27.9% 2,047 $408K
Argus Investors' Counsel, Inc. 0.31% Reduce -0.2% 2,045 $408K
B.O.S.S. Retirement Advisors, LLC 0.12% Add +31.9% 2,045 $408K
RPS Advisory Solutions LLC 0.29% Reduce -32.7% 2,044 $408K
GatePass Capital, LLC 0.31% Add +43.8% 2,042 $407K
Colonial Trust Co / SC 0.06% Add +5.9% 2,042 $407K
SFG Wealth Management, LLC. 0.20% Add +2.3% 2,038 $407K
Fourpath Capital Management, LLC 0.07% No change 2,031 $405K
Wescott Financial Advisory Group, LLC 0.04% Add +36.7% 2,030 $405K
Argyle Capital Partners, LLC 0.35% Add +0.4% 2,030 $405K
CNB Bank 0.20% No change 2,029 $405K
Vista Investment Management 0.16% No change 2,026 $404K
Embree Financial Group 0.07% Reduce -9.6% 2,018 $403K
Concorde Asset Management, LLC 0.22% Reduce -0.8% 2,120 $402K
Cynosure Group, LLC 0.06% No change 2,013 $402K
Keb Asset Management, LLC 0.11% No change 2,011 $401K
Pallas Capital Advisors LLC 0.02% Reduce -0.8% 2,011 $401K
Mayfair Advisory Group, LLC 0.23% Add +0.3% 2,007 $400K
Ullmann Wealth Partners Group, LLC 0.05% Reduce -23.7% 2,005 $400K
Cypress Financial Planning LLC 0.14% Add +0.3% 2,004 $400K
NFSG Corp 0.10% Reduce -12.5% 2,000 $399K
Warner Financial, Inc. 0.18% Add +0.1% 1,993 $398K
Wealthquest Corp 0.03% Reduce -5.6% 1,987 $396K
Atlantic Union Bankshares Corp 0.02% Reduce -0.3% 1,985 $396K
Chesley Taft & Associates LLC 0.02% Reduce -23.2% 1,985 $396K
Sovereign Financial Group, Inc. 0.09% Add +20.2% 1,979 $395K
Market Street Wealth Management Advisors LLC 0.07% No change 1,977 $394K
Roehl & Yi Investment Advisors, LLC 0.21% Reduce -5.0% 25,249 $394K
Hummer Financial Advisory Services Inc 0.32% No change 1,975 $394K
Americana Partners, LLC 0.02% Reduce -48.2% 1,975 $394K
Meritage Portfolio Management 0.03% Reduce -2.6% 1,967 $392K
Madden Advisory Services, Inc. 0.18% Reduce -0.9% 1,966 $392K
Legacy Wealth Management, LLC / MS 0.13% New 1,962 $391K
Up Strategic Wealth Investment Advisors LLC 0.35% No change 1,960 $391K
Vickerman Investment Advisors, Inc. 0.09% Reduce -1.7% 1,960 $391K
Gables Capital Management Inc. 0.19% Reduce -6.5% 1,958 $391K
Maple Capital Management, Inc. 0.03% New 1,956 $390K
Midwest Financial Group LLC 0.23% Add +2.6% 1,950 $389K
Uptick Partners, LLC 0.13% Add +3.7% 1,947 $388K
Red Door Wealth Management, LLC 0.06% No change 1,941 $387K
Meadow Creek Wealth Advisors LLC 0.29% No change 1,938 $387K
Magnus Financial Group LLC 0.04% Add +4.8% 1,931 $385K
Byrne Asset Management LLC 0.33% New 1,919 $383K
Ssa Swiss Advisors AG 0.20% — 1,915 $382K
Quantum Portfolio Management LLC 0.19% No change 1,912 $381K
Stegner Investment Associates Inc. 0.27% No change 1,905 $380K
Cahaba Wealth Management, Inc. 0.03% Add +0.2% 1,894 $378K
Little House Capital LLC 0.10% Reduce -97.0% 1,894 $378K
Bulltick Wealth Management, LLC 0.10% New 1,890 $377K
Redhawk Wealth Advisors, Inc. 0.05% Reduce -8.4% 1,881 $375K
Capital Market Strategies LLC 0.25% Reduce -32.3% 1,876 $374K
Cascade Investment Group, Inc. 0.29% Add +47.6% 1,876 $374K
Grandfield & Dodd, LLC 0.02% New 1,871 $373K
Cantor Fitzgerald, L. P. 0.01% Reduce -13.4% 1,868 $373K
Goelzer Investment Management, Inc. 0.02% No change 1,863 $372K
Trust Co. of Vermont 0.02% Reduce -6.8% 1,862 $371K
Register Financial Advisors LLC 0.19% Add +6.8% 1,862 $371K
Trek Financial, LLC 0.03% Reduce -46.4% 1,861 $371K
D. Scott Neal, Inc. 0.21% No change 1,860 $371K
Northeast Investment Management 0.02% No change 1,860 $371K
Facet Wealth, Inc. 0.01% Reduce -19.1% 1,859 $370K
Sprinkle Financial Consultants LLC 0.23% Add +7.5% 1,851 $369K
Bank Hapoalim BM 0.06% Reduce -5.8% 1,851 $369K
Strategies Wealth Advisors, LLC 0.04% Reduce -69.4% 1,843 $368K
Pandora Wealth, Inc. 0.24% — 1,842 $367K
Stonegate Investment Group, LLC 0.01% Reduce -72.5% 1,837 $367K
Ironwood Investment Counsel, LLC 0.06% Add +2.8% 1,835 $366K
Aurora Private Wealth, Inc. 0.29% Add +9.9% 1,835 $366K
Rakuten Securities, Inc. 0.18% Add +37.1% 1,825 $364K
Peoples Bank 0.25% Reduce -47.6% 1,823 $364K
Bay Capital Advisors, LLC 0.30% Reduce -11.3% 1,820 $363K
My Legacy Advisors, LLC 0.14% Reduce -2.9% 1,816 $362K
Kelman-Lazarov, Inc. 0.07% New 1,815 $362K
Saiph Capital, LLC 0.17% Add +6.8% 1,813 $362K
Brown Financial Advisory 0.23% Reduce -8.5% 1,811 $361K
West Paces Advisors Inc. 0.08% No change 1,810 $361K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 1,809 $361K
Total Wealth Planning & Management, Inc. 0.37% Add +7.4% 1,808 $361K
Richards, Merrill & Peterson, Inc. 0.19% Add +23.7% 1,801 $359K
Detalus Advisors, LLC 0.11% New 1,800 $359K
North Capital, Inc. 0.34% — 1,795 $358K
Pacific Financial Group Inc. 0.29% Reduce -72.0% 1,793 $358K
Lion Street Advisors, LLC 0.11% Reduce -42.1% 1,792 $358K
Conservest Capital Advisors, Inc. 0.04% Add +0.2% 1,788 $357K
Novus Advisors, LLC 0.36% Reduce -10.7% 1,783 $356K
Root Financial Partners, LLC 0.04% Add +8.9% 1,777 $354K
Abacus Wealth Partners, LLC 0.05% Reduce -6.1% 1,775 $354K
Armstrong Advisory Group, Inc. 0.03% No change 1,601 $354K
Collar Capital Management, LLC 0.32% No change 1,771 $353K
TD Asset Management Inc 0.00% Add +8.1% 1,769 $353K
Roundview Capital LLC 0.03% Add +10.0% 1,766 $352K
Wealthstar Advisors, LLC 0.16% Reduce -0.3% 1,765 $352K
Flagstone Financial Management 0.11% No change 1,765 $352K
Retirement Income Solutions, Inc. 0.07% No change 1,764 $352K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -4.8% 1,764 $352K
Encompass Wealth Advisors, LLC 0.14% No change 1,758 $351K
LMCG Investments, LLC 0.02% Reduce -9.1% 1,750 $349K
Zullo Investment Group, Inc. 0.15% Add +0.1% 1,749 $349K
Sharp Wealth Advisory, LLC 0.27% Reduce -2.5% 1,749 $349K
Heritage Financial Services, LLC 0.03% No change 1,747 $348K
Infrastructure Capital Advisors, LLC 0.06% Reduce -54.1% 1,742 $348K
Beacon Capital Management, LLC 0.05% Reduce -4.6% 1,742 $347K
Leigh Baldwin & Co., LLC 0.28% Reduce -7.8% 1,739 $347K
Atlas Capital Advisors Inc. 0.04% Add +22.9% 1,738 $347K
David Wealth Management LLC 0.29% No change 1,735 $346K
Professional Advisory Services Inc. 0.04% No change 1,735 $346K
Latitude Advisors, LLC 0.20% Reduce -25.4% 1,732 $345K
True Vision MN LLC 0.21% Reduce -0.8% 1,728 $345K
Pettinga Financial Advisors LLC 0.08% Reduce -2.8% 1,725 $344K
Afg Fiduciary Services Limited Partnership 0.25% Add +3.2% 1,812 $344K
Ellevest, Inc. 0.02% Reduce -13.3% 1,717 $343K
Advocate Group LLC 0.06% No change 1,716 $342K
Nichols & Pratt Advisers LLP 0.02% Add +13.2% 1,712 $342K
Roanoke Asset Management Corp./ NY 0.12% Add +1.8% 1,710 $341K
Flywheel Private Wealth LLC 0.31% Reduce -30.0% 1,707 $341K
Mason & Associates, LLC 0.10% Reduce -4.6% 1,704 $340K
Tradewinds, LLC. 0.10% Reduce -1.6% 1,702 $340K
Brass Tax Wealth Management, Inc. 0.07% Reduce -3.0% 1,701 $339K
Pasadena Private Wealth, LLC 0.07% New 1,700 $339K
Ananym Capital Management, LP 0.17% Reduce -91.8% 1,695 $338K
Smallwood Wealth Investment Management, LLC 0.21% Add +0.3% 1,694 $338K
Arthur M. Cohen & Associates, LLC 0.06% Reduce -71.1% 1,694 $338K
Rollins Financial Advisors, LLC 0.06% Add +0.2% 1,692 $337K
Sterling Capital Management LLC 0.01% Reduce -2.4% 1,689 $337K
49 Wealth Management, LLC 0.04% Add +7.4% 1,688 $337K
ZWJ Investment Counsel Inc. 0.01% Add +1.7% 1,680 $335K
Vienna Asset Management LLC 0.26% Reduce -89.5% 1,667 $333K
Pflug Koory, LLC 0.18% No change 1,665 $332K
Quadrant Private Wealth Management, LLC 0.08% No change 1,663 $332K
City National Bank of Florida 0.30% Reduce -14.2% 1,663 $332K
S.A. Mason LLC 0.17% Reduce -4.3% 1,660 $331K
True North Advisors, LLC 0.06% Reduce -10.2% 1,656 $330K
Truepoint, Inc. 0.01% Reduce -5.7% 1,652 $330K
Horizon Investments, LLC 0.01% Reduce -1.8% 1,651 $329K
Logan Capital Management Inc. 0.01% No change 1,646 $328K
Flower City Capital 0.22% Add +0.6% 1,644 $328K
Bank of Hawaii 0.02% No change 1,635 $326K
Eclectic Associates Inc. 0.09% Reduce -8.8% 1,634 $326K
Schonfeld Strategic Advisors LLC 0.00% Reduce -97.0% 1,633 $326K
Westover Capital Advisors, LLC 0.07% No change 1,629 $325K
Orrstown Financial Services Inc. 0.08% No change 1,629 $325K
Rockwood Wealth Management, LLC 0.03% No change 1,627 $325K
Peak Planning Group, LLC 0.14% Add +0.1% 1,624 $324K
Nicolet Advisory Services, LLC 0.03% Add +73.2% 1,782 $324K
Maia Wealth LLC 0.07% New 1,735 $324K
Xcel Wealth Management, LLC 0.10% Reduce -0.6% 1,618 $323K
McAdam, LLC 0.02% Reduce -34.7% 1,615 $322K
Tenon Financial LLC 0.20% No change 1,614 $322K
Friedenthal Financial 0.19% Add +1.1% 1,614 $322K
Harrington Investments, INC 0.18% No change 1,610 $321K
Collaborative Wealth Managment Inc. 0.15% Reduce -21.7% 1,604 $320K
Fairview Capital Investment Management, LLC 0.02% No change 1,603 $320K
Penobscot Wealth Management 0.13% Reduce -40.9% 1,601 $319K
Nicollet Investment Management, Inc. 0.11% No change 1,599 $319K
Koss-Olinger Consulting, LLC 0.03% New 1,599 $319K
Northstar Financial Companies, Inc. 0.35% Reduce -1.5% 1,596 $318K
Fortress Private Ledger, LLC 0.18% Reduce -44.2% 1,594 $318K
Rovin Capital /Ut/ 0.10% Reduce -6.6% 1,589 $317K
Paragon Private Wealth Management, LLC 0.15% New 1,587 $317K
KilterHowling LLC 0.20% No change 1,571 $316K
Chapin Davis, Inc. 0.11% Reduce -2.6% 1,584 $316K
IFC Advisors LLC 0.07% Add +44.8% 1,581 $315K
Fiduciary Group, LLC 0.03% Reduce -5.9% 1,578 $315K
Prosperity Planning, Inc. 0.14% Reduce -1.4% 1,575 $314K
BOS Asset Management, LLC 0.11% Reduce -2.4% 1,574 $314K
180 Wealth Advisors, LLC 0.05% Add +4.8% 1,571 $313K
Impact Partnership Wealth, LLC 0.07% Add +5.8% 1,570 $313K
Inlet Private Wealth, LLC 0.08% No change 1,569 $313K
CCG Wealth Management, LLC 0.19% Add +15.9% 1,568 $313K
Flagship Wealth Advisors, LLC 0.13% No change 1,565 $312K
Newman Dignan & Sheerar, Inc. 0.09% Add +19.9% 1,563 $312K
First Manhattan Co. Llc. 0.00% Add +6.2% 1,555 $310K
TCI Wealth Advisors, Inc. 0.02% Add +0.1% 1,554 $310K
Investmark Advisory Group LLC 0.15% Add +5.5% 1,553 $310K
Howe & Rusling Inc. 0.03% Add +40.1% 1,552 $310K
Bordeaux Wealth Advisors LLC 0.06% Add +7.7% 1,544 $308K
Successful Portfolios LLC 0.21% Reduce -5.5% 1,544 $308K
Buffington Mohr McNeal 0.06% No change 1,544 $308K
Staley Capital Advisers Inc. 0.01% Reduce -37.0% 1,541 $307K
Private Client Services, LLC 0.15% Reduce -31.9% 1,540 $307K
InvesTrust 0.08% Reduce -3.1% 1,538 $307K
McCollum Christoferson Group LLC 0.09% Add +4.4% 1,537 $307K
Genesis Wealth Advisors, LLC 0.25% No change 1,536 $306K
Gemmer Asset Management LLC 0.03% Add +23.8% 1,534 $306K
Wealthcare Capital Partners, LLC 0.16% Reduce -9.0% 1,531 $305K
Insight Wealth Strategies, LLC 0.04% Add +0.2% 1,528 $305K
Atlantic Edge Private Wealth Management, LLC 0.09% Reduce -2.6% 1,520 $303K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +65.7% 1,508 $301K
EPG Wealth Management LLC 0.08% Reduce -6.2% 1,507 $301K
Omega Financial Group, LLC 0.12% Reduce -8.8% 1,506 $300K
Spirepoint Private Client, LLC 0.04% No change 1,505 $300K
Breakwater Investment Management 0.13% No change 1,504 $300K
Stokes Family Office, LLC 0.03% No change 1,502 $300K
Marshall Financial Group, LLC 0.07% No change 1,499 $299K
Guidance Point Advisors, LLC 0.09% Reduce -22.2% 1,496 $299K
Ami Investment Management Inc. 0.10% Reduce -50.3% 1,491 $297K
AssuredPartners Investment Advisors, LLC 0.06% Reduce -6.4% 1,489 $297K
Israel Discount Bank of New York 0.23% Reduce -34.1% 1,481 $295K
Ledyard National Bank 0.03% No change 1,479 $295K
Welch Group, LLC 0.01% New 1,463 $293K
Macroview Investment Management LLC 0.28% Reduce -25.0% 1,470 $293K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +0.1% 1,468 $293K
Grant Street Asset Management, Inc. 0.07% Add +13.4% 1,468 $293K
Pure Portfolios Holdings LLC 0.11% Reduce -6.7% 1,466 $292K
Jackson Square Capital, LLC 0.09% Reduce -17.9% 1,461 $291K
First Hawaiian Bank 0.04% Reduce -98.1% 1,457 $291K
Wallace Advisory Group, LLC 0.20% Add +14.6% 1,311 $290K
JBR Co Financial Management Inc 0.17% Add +3.1% 1,449 $289K
Hantz Financial Services, Inc. 0.01% Reduce -8.0% 1,443 $288K
Elevation Wealth Partners, LLC 0.12% Reduce -0.5% 1,443 $288K
Asio Capital, LLC 0.06% Reduce -12.0% 1,443 $288K
Adirondack Trust Co. 0.11% No change 1,437 $287K
Bluesphere Advisors LLC 0.16% Reduce -39.5% 1,434 $286K
Investor's Fiduciary Advisor Network, LLC 0.13% Add +3.6% 1,435 $286K
Blankinship & Foster, LLC 0.07% Add +36.9% 1,433 $286K
D.B. Root & Company, LLC 0.09% Add +15.1% 1,432 $286K
MBA Advisors LLC 0.14% No change 1,432 $286K
Bell Bank 0.02% Add +3.8% 1,432 $286K
Smartleaf Asset Management LLC 0.03% Add +52.9% 1,422 $285K
Natural Investments, LLC 0.08% Reduce -11.0% 1,430 $285K
HBW Advisory Services LLC 0.04% Reduce -43.1% 1,426 $284K
Entrewealth, LLC 0.22% No change 1,425 $284K
Presidio Capital Management, LLC 0.12% Reduce -79.0% 1,424 $284K
Gsa Capital Partners LLP 0.03% Reduce -69.5% 1,423 $284K
PrairieView Partners, LLC 0.03% Reduce -9.7% 1,423 $283K
Core Wealth Partners LLC 0.16% Add +28.6% 1,416 $282K
ORG Partners LLC 0.07% Add +130.1% 1,415 $282K
Resurgent Financial Advisors LLC 0.17% New 1,415 $282K
Trueblood Wealth Management, LLC 0.13% No change 1,414 $282K
Code Waechter LLC 0.23% Add +48.6% 1,412 $282K
High Net Worth Advisory Group LLC 0.08% No change 1,408 $281K
Valley Forge Investment Consultants Inc. Adv 0.10% No change 1,405 $280K
Fayez Sarofim & Co 0.00% Reduce -0.1% 1,403 $280K
New Republic Capital, LLC 0.12% Reduce -28.5% 1,402 $280K
Dohj, LLC 0.06% No change 1,400 $279K
Financial Gravity Asset Management, Inc. 0.06% — 1,400 $279K
Castle Wealth Management LLC 0.11% Add +0.2% 1,398 $279K
Noble Wealth Management PBC 0.19% No change 1,396 $278K
KWB Wealth 0.03% No change 1,258 $278K
Kessler Investment Group, LLC 0.14% Reduce -11.6% 1,387 $277K
Mine & Arao Wealth Creation & Management, LLC. 0.13% Reduce -3.3% 1,387 $277K
Austin Wealth Management, LLC 0.06% No change 1,425 $277K
Seelaus Asset Management LLC 0.27% Reduce -22.6% 1,386 $276K
Bath Savings Trust Co 0.03% Add +2.1% 1,383 $276K
Windsor Advisory Group, LLC 0.36% Reduce -1.3% 1,383 $276K
Wise Wealth Partners 0.66% Add +0.2% 1,382 $276K
Stablepoint Partners, LLC 0.05% Reduce -5.9% 1,380 $275K
WealthBridge Investment Counsel Inc. 0.10% Add +27.9% 1,377 $275K
Wick Capital Partners, LLC 0.08% No change 1,377 $275K
Princeton Global Asset Management LLC 0.05% Reduce -4.6% 1,377 $275K
Navis Wealth Advisors, LLC 0.27% No change 1,376 $275K
River Street Advisors LLC 0.14% Reduce -0.6% 1,374 $274K
Dunhill Financial, LLC 0.12% Reduce -17.4% 1,368 $273K
Annex Advisory Services, LLC 0.01% Reduce -7.6% 1,356 $271K
Wolff Wiese Magana LLC 0.18% Add +1.8% 1,355 $270K
Juncture Wealth Strategies, LLC 0.10% Add +2.8% 1,353 $270K
Running Point Capital Advisors, LLC 0.09% No change 1,353 $270K
Interactive Financial Advisors, Inc. 0.14% Reduce -0.1% 1,345 $268K
Lincoln Capital Corp. 0.11% New 1,339 $267K
FLC Capital Advisors 0.06% Reduce -2.0% 1,335 $266K
BCGM Wealth Management, LLC 0.08% Add +0.1% 1,334 $266K
Peoples Bank 0.17% Add +20.6% 1,332 $266K
Burney Co./ 0.01% Reduce -26.1% 1,332 $266K
SP Asset Management LLC 0.02% Add +0.2% 1,329 $265K
Buckhead Capital Management LLC 0.08% Reduce -0.8% 1,324 $264K
Wedgewood Investors Inc. 0.31% No change 1,324 $264K
NCP Inc. 0.36% No change 1,324 $264K
Bernardo Wealth Planning LLC 0.06% No change 1,325 $264K
Wealth Alliance, LLC 0.03% Reduce -88.2% 1,323 $264K
Alterna Wealth Management, Inc. 0.20% New 1,320 $263K
Acorn Wealth Advisors, LLC 0.11% Reduce -12.4% 1,319 $263K
ARS Wealth Advisors Group, LLC 0.04% Reduce -12.4% 1,316 $263K
Allred Capital Management, LLC 0.10% No change 1,314 $262K
Wolfstich Capital, LLC 0.24% No change 1,313 $262K
Kennicott Capital Management LLC 0.17% No change 1,312 $262K
Renasant Bank 0.17% Add +14.5% 1,310 $261K
Community Bank of Raymore 0.21% No change 1,309 $261K
Hayek Kallen Investment Management 0.10% No change 1,305 $260K
Gerber, LLC 0.22% No change 1,301 $260K
DiNuzzo Private Wealth, Inc. 0.03% No change 1,301 $259K
Meridian Management Co. 0.08% Reduce -38.9% 1,300 $259K
Avalon Trust Co 0.02% Reduce -23.5% 1,300 $259K
JGP Wealth Management, LLC 0.03% No change 1,295 $258K
Park Capital Management, LLC / WI 0.30% Reduce -9.3% 1,294 $258K
Romano Brothers and Company 0.03% Reduce -10.9% 1,293 $258K
Cypress Wealth Services, LLC 0.05% Reduce -0.2% 1,293 $258K
Compass Capital Corp. /Ma/ 0.14% Reduce -43.9% 1,422 $258K
FC Advisory LLC 0.09% Reduce -7.9% 1,291 $257K
Frisch Financial Group, Inc. 0.07% Add +2.5% 1,288 $257K
M. Kulyk & Associates, LLC 0.06% New 1,285 $256K
Silver Oak Securities, Incorporated 0.02% Add +9.8% 1,272 $255K
New Century Financial Group, LLC 0.29% Reduce -48.3% 1,277 $255K
Allium Financial Advisors, LLC 0.23% — 1,274 $254K
Burford Brothers, Inc. 0.12% Add +2.5% 1,271 $254K
Retirement Planning Co of New England, Inc. 0.13% Reduce -15.1% 1,270 $253K
Sage Capital Management, LLC 0.14% Add +0.2% 1,264 $252K
Canvas Wealth Advisors, LLC 0.06% Add +35.0% 1,338 $251K
Horan Capital Advisors, LLC. 0.08% No change 1,257 $251K
Axis Wealth Partners, LLC 0.18% Reduce -0.3% 1,253 $250K
Victrix Investment Advisors 0.13% New 1,253 $250K
Berger Financial Group, Inc 0.02% Add +5.9% 1,253 $250K
Capital Advisors Inc. 0.01% Reduce -13.6% 1,251 $250K
Zuckerman Investment Group, LLC 0.03% Add +0.5% 1,251 $250K
Fairman Group, LLC 0.23% Add +0.2% 1,131 $249K
Pps&v Asset Management Consultants, Inc. 0.18% Reduce -7.4% 1,250 $249K
Fulcrum Equity Management 0.27% Add +16.7% 1,245 $248K
Birmingham Capital Management Co. Inc. 0.09% Reduce -28.7% 1,240 $247K
Trexquant Investment LP 0.00% Add +21.4% 1,240 $247K
Mitchell McLeod Pugh & Williams Inc. 0.05% Reduce -1.3% 1,238 $247K
Cedar Wealth Management, LLC 0.09% No change 1,232 $246K
PVG Asset Management Corp. 1.07% Reduce -52.1% 1,231 $246K
Greenfield Savings Bank 0.12% Reduce -8.0% 1,228 $245K
Helium Advisors LLC 0.18% Add +0.2% 1,228 $245K
Van Strum & Towne Inc. 0.08% No change 1,225 $244K
ZEGA Investments, LLC 0.07% Add +5.6% 1,224 $244K
Glassman Wealth Services 0.04% Add +54.9% 1,219 $243K
Wealthspire Retirement, LLC 0.02% Reduce -18.8% 1,218 $243K
Cliffwater LLC 0.06% No change 1,213 $242K
Madison Asset Management, LLC 0.00% No change 1,211 $242K
Mindset Wealth Management, LLC 0.09% No change 1,207 $241K
Landing Point Financial Group, LLC 0.18% Add +6.7% 1,205 $240K
Mountain Hill Investment Partners Corp. 0.23% Add +9.1% 1,204 $240K
CFM Wealth Partners LLC 0.04% No change 1,199 $239K
Journey Strategic Wealth LLC 0.01% Reduce -40.4% 1,199 $239K
YANKCOM Partnership 0.13% Add +0.1% 1,199 $239K
Independent Advisor Alliance 0.01% Reduce -97.0% 1,198 $239K
City State Bank 0.08% Reduce -3.3% 1,190 $237K
Nestegg Advisors, Inc. 0.25% Add +0.3% 1,186 $237K
Atlas Legacy Advisors, LLC 0.06% Add +11.1% 1,182 $236K
Beacon Bank & Trust 0.06% No change 1,182 $236K
Fortis Capital Advisors, LLC 0.05% Reduce -87.7% 1,181 $236K
Schroder Investment Management Group 0.00% Reduce -99.5% 1,180 $235K
Wealth Advisors of Tampa Bay, LLC 0.10% Add +0.7% 1,171 $234K
Lincoln Capital LLC 0.05% No change 1,246 $234K
Forum Private Client Group LLC 0.10% Reduce -1.6% 1,171 $234K
CPC Advisors, LLC 0.03% Reduce -0.8% 1,164 $232K
Voisard Asset Management Group, Inc. 0.07% Reduce -0.8% 1,161 $232K
Quarry Hill Advisors, LLC 0.15% No change 1,160 $231K
Onyx Bridge Wealth Group LLC 0.03% Reduce -11.0% 1,151 $230K
Wealthcare Capital Management LLC 0.02% Reduce -66.3% 1,151 $230K
Alpha Omega Wealth Management LLC 0.04% No change 1,150 $229K
Traynor Capital Management, Inc. 0.02% Reduce -64.1% 1,149 $229K
Jag Capital Management, LLC 0.03% Reduce -5.0% 1,145 $228K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,145 $228K
Prosperity Financial Group, Inc. 0.11% Add +0.1% 1,144 $228K
Mediolanum International Funds Ltd 0.00% No change 1,138 $228K
Flynn Zito Capital Management, LLC 0.10% New 1,143 $228K
Maven Securities LTD 0.05% Reduce -90.3% 1,142 $228K
TruNorth Capital Management, LLC 0.06% Add +715.0% 1,141 $228K
Sandhill Capital Partners LLC 0.02% Reduce -23.7% 1,138 $227K
Global Wealth Management Investment Advisory, Inc. 0.05% Reduce -22.8% 1,134 $226K
ForthRight Wealth Management, LLC 0.08% Add +0.2% 1,133 $226K
Spurstone Advisory Services, LLC 4.39% Add +0.3% 1,132 $226K
Straight Path Wealth Management 0.09% No change 1,130 $225K
Roffman Miller Associates Inc. 0.01% Reduce -1.7% 1,127 $225K
Northeast Planning Associates, Inc. / NH / 0.19% Reduce -78.4% 1,127 $225K
Von Berge Wealth Management Group, LLC 0.14% Add +0.1% 1,155 $224K
Journey Advisory Group, LLC 0.02% Add +5.5% 1,123 $224K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,123 $224K
Cura Wealth Advisors, LLC 0.09% Reduce -34.9% 1,121 $224K
Rainier Family Wealth Inc. 0.26% Reduce -3.5% 1,120 $223K
Clark Asset Management, LLC 0.04% Reduce -15.8% 1,118 $223K
Patten Group, Inc. 0.05% Reduce -1.3% 1,117 $223K
Compagnie Lombard Odier SCmA 0.00% Reduce -12.2% 1,116 $223K
Vertex Planning Partners, LLC 0.05% Reduce -3.7% 1,115 $223K
Park National Corp. 0.01% New 1,115 $222K
McIlrath & Eck, LLC 0.03% Reduce -6.6% 1,113 $222K
Morling Financial Advisors, LLC 0.08% Add +134.1% 1,112 $222K
Cambridge Financial Group, LLC 0.09% Add +4.7% 1,109 $221K
Manuka Financial, LLC 0.14% No change 1,100 $219K
Ciovacco Capital Management LLC 0.15% Reduce -91.7% 1,097 $219K
Northern Financial Advisors Inc 0.18% Add +0.2% 1,097 $219K
New World Advisors LLC 0.05% New 1,092 $218K
Beaumont Financial Advisors, LLC 0.02% Add +10.2% 1,090 $217K
PDS Planning, Inc 0.02% Reduce -2.6% 1,088 $217K
Precedent Wealth Partners, LLC 0.06% New 1,086 $217K
Continuum Wealth Advisors, LLC 0.11% No change 1,078 $215K
Ring Mountain Capital, LLC 0.16% Add +6.0% 1,075 $214K
Stonebridge Financial Group, LLC 0.02% Reduce -32.8% 1,075 $214K
Everett Harris & Co. 0.00% Reduce -2.7% 1,074 $214K
Washington Trust Bank 0.02% Reduce -78.4% 1,073 $214K
EWG Elevate Inc. 0.08% Reduce -90.8% 1,070 $213K
Cladis Investment Advisory, LLC 0.15% No change 1,067 $213K
Ariadne Wealth Management, LP 0.11% No change 1,059 $213K
PBMares Wealth Management LLC 0.04% Add +6.5% 1,065 $213K
Wealth Group Ltd 0.06% No change 1,064 $212K
Robinswood Financial LLC 0.08% Add +0.2% 1,061 $212K
Tassel Capital Management, Inc. 0.18% New 1,059 $211K
Cabot Wealth Management Inc. 0.03% No change 1,058 $211K
SJS Investment Consulting Inc. 0.04% No change 1,054 $210K
Armor Investment Advisors, LLC 0.09% No change 1,053 $210K
Capital Insight Partners, LLC 0.04% Reduce -6.7% 1,050 $209K
Duncker Streett & Co. Inc. 0.04% Reduce -36.4% 1,046 $209K
Pathway Financial Advisors LLC 0.04% No change 1,046 $209K
FSA Wealth Management LLC 0.09% Reduce -5.4% 1,042 $208K
Lauterbach Financial Advisors, LLC 0.13% No change 1,038 $207K
Pictet North America Advisors SA 0.02% No change 1,036 $207K
Cassia Capital Partners, LLC 0.13% No change 1,035 $206K
Integrity Investment Advisors, LLC 0.19% — 1,029 $205K
Main Line Retirement Advisors, LLC 0.13% Add +0.3% 1,026 $205K
Versant Capital Management, Inc 0.03% No change 1,022 $204K
Vigilare Wealth Management 0.08% Reduce -50.9% 1,017 $203K
J. L. Bainbridge & Co., Inc. 0.02% Reduce -6.9% 1,017 $203K
Unified Investment Management 0.24% Reduce -1.4% 1,014 $202K
Smith Salley Wealth Management 0.01% New 1,014 $202K
Gill Capital Partners, LLC 0.07% New 1,012 $202K
Maltin Wealth Management, Inc. 0.09% Reduce -1.4% 1,010 $201K
Wealth Quarterback LLC 0.11% New 1,008 $201K
Crumly & Associates Inc. 0.06% Reduce -0.4% 1,007 $201K
Destination Wealth Management 0.01% Add +5.5% 1,005 $200K
Retirement Wealth Solutions LLC 0.16% Reduce -4.4% 1,001 $200K
Mogy Joel R Investment Counsel Inc. 0.01% Add +212.5% 1,000 $199K
Main Street Group, LTD 0.09% Reduce -6.8% 976 $195K
Glass Jacobson Investment Advisors llc 0.06% No change 859 $190K
CVA Family Office, LLC 0.03% Reduce -11.2% 935 $186K
Synergy Investment Management, LLC 0.08% No change 930 $186K
Main Management LLC 0.02% No change 921 $184K
Compass Planning Associates Inc 0.19% Add +0.2% 919 $183K
Northwest Capital Management Inc 0.08% No change 919 $183K
Albion Financial Group 0.01% Add +36.3% 908 $181K
Birchbrook, Inc. 0.10% No change 904 $180K
J.Safra Asset Management Corp 0.01% Reduce -73.6% 904 $180K
Park Place Capital Corp 0.05% Reduce -25.7% 903 $180K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -9.5% 901 $180K
Park Square Financial Group, LLC 0.14% Reduce -36.9% 890 $178K
Creative Financial Designs Inc. 0.01% Reduce -0.8% 864 $172K
Burns Matteson Capital Management, LLC 0.09% New 850 $170K
Pension & Wealth Management Advisors, Inc. 0.06% Add +5.1% 839 $167K
Towne Trust Company, N.A 0.06% Add +1.1% 839 $167K
Wood Tarver Financial Group, LLC 0.05% Reduce -45.6% 837 $167K
Roble, Belko & Company, Inc 0.03% Add +38.5% 820 $164K
ESL Trust Services, LLC 0.04% Reduce -9.9% 820 $164K
Financial Connections Group, Inc. 0.07% Add +1.2% 817 $162K
Fourth Dimension Wealth, LLC 0.08% Reduce -9.9% 810 $162K
Rosenberg Matthew Hamilton 0.04% No change 807 $161K
Creative Capital Management Investments LLC 0.06% Reduce -16.4% 806 $161K
Trivant Custom Portfolio Group, LLC 0.09% No change 800 $160K
Rice Partnership, LLC 0.03% Reduce -61.9% 784 $156K
Paloma Partners Management Co 0.06% Reduce -85.7% 773 $154K
Capital Investment Counsel, Inc 0.02% Add +72.9% 771 $154K
West Financial Advisors, LLC 0.03% Reduce -6.6% 752 $150K
Bfsg, LLC 0.02% No change 750 $150K
Citizens National Bank Trust Department 0.03% Add +6.4% 745 $149K
Anchor Investment Management, LLC 0.01% No change 743 $148K
High Note Wealth, LLC 0.04% No change 738 $147K
Caldwell Sutter Capital, Inc. 0.07% Add +14.2% 725 $145K
GPS Wealth Strategies Group, LLC 0.02% Reduce -20.2% 704 $140K
Marshall & Sterling Wealth Advisors Inc. 0.09% Add +19.5% 699 $139K
Dynamic Wealth Strategies, LLC 0.11% New 691 $138K
Oakworth Capital, Inc. 0.01% Reduce -8.0% 687 $137K
Avion Wealth 0.04% No change 623 $137K
AllSquare Wealth Management LLC 0.08% No change 683 $136K
Truvestments Capital LLC 0.03% Add +16.7% 678 $135K
Vermillion Wealth Management, Inc. 0.04% Add +0.1% 670 $134K
Hanson & Doremus Investment Management 0.02% New 669 $133K
Christopher J. Hasenberg, Inc 0.05% Reduce -96.6% 633 $126K
Hexagon Capital Partners LLC 0.02% Reduce -29.0% 617 $123K
Physician Wealth Advisors, Inc. 0.02% Add +0.2% 616 $123K
Crowley Wealth Management, Inc. 0.12% Reduce -44.8% 615 $123K
Valued Wealth Advisors LLC 0.07% Reduce -1.1% 609 $121K
Wealth Preservation Advisors, LLC 0.09% — 606 $121K
Picton Mahoney Asset Management 0.00% Add +5.4% 590 $118K
DB Fitzpatrick & Co, Inc 0.11% No change 581 $116K
First United Bank & Trust 0.04% Reduce -6.5% 580 $116K
Western Pacific Wealth Management, LP 0.10% No change 576 $115K
Cetera Trust Company, N.A 0.07% Add +73.9% 574 $115K
Pacifica Partners Inc. 0.05% No change 602 $114K
WPG Advisers, LLC 0.10% No change 558 $111K
Centricity Wealth Management, LLC 0.10% No change 553 $110K
Columbia River Financial Group, LLC 0.07% New 556 $110K
Olde Wealth Management, LLC 0.04% New 556 $110K
Comprehensive Financial Planning, Inc. 0.11% Reduce -27.6% 548 $109K
Darwin Wealth Management, LLC 0.04% No change 494 $109K
HHM Wealth Advisors, LLC 0.01% No change 547 $109K
Resources Management Corp. /CT/ 0.02% Reduce -11.4% 546 $109K
Horizons Wealth Management 0.08% No change 546 $109K
Private Wealth Management Group, LLC 0.04% No change 546 $109K
Pillar Financial Advisors, LLC 0.08% No change 543 $108K
Bogart Wealth, LLC 0.01% Reduce -0.9% 543 $108K
Harris Associates (Oakmark Funds) 0.00% New 533 $106K
Roxbury Financial LLC 0.10% Add +98.8% 493 $106K
Trust Co 0.01% No change 528 $105K
Stephens Consulting, LLC 0.03% No change 527 $105K
Frazier Financial Advisors, LLC 0.08% Reduce -6.0% 522 $104K
Atlantic Private Wealth, LLC 0.08% No change 517 $103K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -7.0% 514 $102K
Integrity Financial Corp 0.06% Reduce -4.1% 513 $102K
Winch Advisory Services, LLC 0.03% Add +0.2% 500 $100K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 500 $100K
Marathon Trading Investment Management LLC 0.05% New 500 $100K
Clean Yield Group 0.03% No change 500 $100K
Asset Dedication, LLC 0.01% Reduce -2.5% 496 $99K
MJT & Associates Financial Advisory Group, Inc. 0.09% — 494 $99K
TD Capital Management LLC 0.01% Add +0.2% 486 $97K
Consultiva Wealth Management, Corp. 0.33% Add +89.8% 484 $97K
First Pacific Financial 0.02% Reduce -24.0% 468 $93K
Lowe Wealth Advisors, LLC 0.04% Reduce -1.5% 449 $89K
Ameriflex Group, Inc. 0.04% Reduce -0.2% 446 $89K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -20.6% 442 $88K
Motco 0.01% No change 437 $87K
Olistico Wealth, LLC 0.05% No change 423 $84K
Bollard Group LLC 0.00% No change 422 $84K
MTM Investment Management, LLC 0.03% Reduce -15.5% 409 $82K
Founders Financial Alliance, LLC 0.02% Add +30.3% 404 $81K
Westside Investment Management, Inc. 0.02% No change 400 $80K
Skylands Capital, LLC 0.01% No change 400 $80K
Provident Wealth Management, LLC 0.03% No change 388 $77K
Hurley Capital, LLC 0.06% No change 380 $76K
Elevate Wealth Advisory, Inc. 0.05% Add +0.3% 378 $75K
Cary Street Partners Investment Advisory LLC 0.04% No change 377 $75K
JTC Employer Solutions Trustee Ltd 0.01% New 375 $75K
Binnacle Investments Inc 0.05% — 375 $75K
First Financial Corp. 0.04% No change 368 $73K
SYM FINANCIAL Corp 0.01% Add +37.6% 366 $73K
Sound Income Strategies, LLC 0.00% Reduce -24.8% 355 $71K
Pacific Center for Financial Services 0.02% No change 351 $70K
Ceeto Capital Group, LLC 0.03% No change 352 $70K
Clearstead Trust, LLC 0.02% Reduce -2.0% 349 $70K
Collier Financial 0.06% Add +45.6% 348 $69K
Clear Investment Research, LLC 0.09% No change 340 $68K
WealthCollab, LLC 0.04% No change 337 $67K
Contravisory Investment Management, Inc. 0.01% Add +5.0% 333 $66K
Kings Path Partners LLC 0.03% Reduce -67.2% 330 $66K
Abound Wealth Management 0.02% Reduce -19.9% 330 $66K
Newton One Investments LLC 0.02% Reduce -22.1% 327 $65K
Abound Financial, LLC 0.03% New 325 $65K
Hamilton Point Investment Advisors, LLC 0.01% No change 323 $64K
GoalVest Advisory LLC 0.02% No change 321 $64K
Piscataqua Savings Bank 0.06% Add +357.1% 320 $64K
Advanced Asset Management Advisors Inc 0.02% Reduce -70.5% 320 $64K
American Capital Advisory, LLC 0.03% Add +41.7% 316 $63K
Capital Advisors, Ltd. LLC 0.01% Reduce -19.3% 317 $63K
Highline Wealth Partners LLC 0.02% Add +210.0% 310 $62K
Marquette Associates, Inc. 0.06% Reduce -99.2% 307 $61K
Hemington Wealth Management 0.01% No change 310 $61K
Stone House Investment Management, LLC 0.01% New 306 $61K
Balentine LLC 0.00% No change 303 $60K
Cape Investment Advisory, Inc. 0.02% Add +9.4% 301 $60K
Front Row Advisors LLC 0.02% Add +17.9% 297 $59K
Ameliora Wealth Management Ltd. 0.02% No change 295 $59K
Vermillion & White Wealth Management Group, LLC 0.04% No change 284 $57K
Rossby Financial, LCC 0.02% New 289 $56K
Kozak & Associates, Inc. 0.01% Reduce -20.5% 295 $55K
PFS Partners, LLC 0.03% Add +100.0% 270 $54K
CGC Financial Services, LLC 0.02% No change 270 $54K
Riverview Trust Co 0.05% No change 269 $54K
Murphy & Mullick Capital Management Corp 0.05% Add +10.3% 269 $54K
Hartford Financial Management Inc. 0.01% No change 258 $51K
Cornerstone National Bank & Trust Co 0.02% Add +331.6% 246 $49K
TOWER TRUST & INVESTMENT Co 0.04% — 250 $49K
ROSS\JOHNSON & Associates LLC 0.83% Add +15.9% 241 $48K
Atwood & Palmer Inc. 0.00% No change 240 $48K
Global Wealth Strategies & Associates 0.01% Add +77.4% 236 $47K
VSM Wealth Advisory, LLC 0.02% No change 235 $47K
MeadowBrook Investment Advisors LLC 0.04% No change 234 $47K
Creekmur Asset Management LLC 0.01% Reduce -11.4% 233 $46K
Eukles Asset Management 0.02% No change 220 $44K
Washington Trust Advisors, Inc. 0.00% No change 217 $43K
West Branch Capital LLC 0.01% Reduce -72.0% 217 $43K
Barrett & Company, Inc. 0.02% No change 216 $43K
Mill Capital Management, LLC 0.00% Reduce -41.1% 215 $43K
Tradewinds Capital Management, LLC 0.01% Add +6.5% 214 $43K
GKV Capital Management Co., Inc. 0.02% No change 212 $42K
Richardson Financial Services Inc. 0.03% No change 211 $42K
Arlington Trust Co LLC 0.01% Reduce -70.2% 211 $42K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 209 $42K
Weaver Capital Management LLC 0.01% No change 206 $41K
von Borstel & Associates, Inc. 0.01% New 210 $41K
Luminist Capital LLC 0.04% Reduce -18.0% 201 $40K
Y.D. More Investments Ltd 0.00% New 200 $40K
Semmax Financial Advisors Inc. 0.01% No change 198 $40K
Arjuna Capital 0.01% No change 195 $39K
Advantage Trust Co 0.02% Reduce -18.1% 194 $39K
Allianz SE 0.00% New 191 $38K
Burkett Financial Services, LLC 0.02% Add +0.5% 187 $37K
Bellevue Asset Management, LLC 0.02% Reduce -0.5% 186 $37K
Amundi 0.00% Reduce -89.7% 195 $37K
Painted Porch Advisors LLC 0.02% Reduce -12.4% 184 $37K
Minot DeBlois Advisors LLC 0.04% Reduce -89.2% 181 $36K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +18000.0% 181 $36K
Centiva Capital, LP 0.00% Reduce -98.2% 180 $36K
Legacies Wealth LLC 0.03% No change 177 $35K
Delta Asset Management LLC 0.00% No change 175 $35K
Hager Investment Management Services, LLC 0.02% No change 171 $34K
1 North Wealth Services LLC 0.02% New 170 $34K
Parkworth Wealth Management, Inc. 0.03% Add +0.6% 168 $34K
Valley Wealth Managers, Inc. 0.00% No change 168 $34K
First Community Trust NA 0.03% Reduce -84.2% 166 $33K
Peachtree Investment Partners, LLC 0.01% No change 166 $33K
one8zero8, LLC 0.01% No change 165 $33K
Godsey & Gibb, Inc. 0.00% No change 165 $33K
Marshall Investment Management, LLC 0.02% Add +1.3% 162 $32K
Basso Capital Management, L.P. 0.03% Reduce -29.3% 159 $32K
Brooklyn Investment Group 0.01% New 150 $30K
Phillips Financial Management, LLC 0.00% Reduce -1.3% 150 $30K
Financial Management Professionals, Inc. 0.00% No change 147 $29K
Quest 10 Wealth Builders, Inc. 0.03% Add +13.2% 146 $29K
Thompson Investment Management, Inc. 0.00% No change 146 $29K
Navigoe, LLC 0.03% No change 150 $29K
Centerpoint Advisors, LLC 0.01% Add +15.2% 144 $29K
Conquis Financial LLC 0.03% Add +6.7% 144 $29K
Financial Network Wealth Advisors LLC 0.04% New 143 $29K
PSI Advisors, LLC 0.01% Reduce -19.4% 141 $28K
Punch & Associates Investment Management, Inc. 0.00% Reduce -71.4% 140 $28K
Insight Inv LLC 0.02% No change 138 $28K
Kathleen S. Wright Associates Inc. 0.01% No change 131 $26K
IMG Wealth Management, Inc. 0.02% Reduce -36.4% 124 $25K
LFA - Lugano Financial Advisors SA 0.02% Reduce -49.8% 123 $25K
Atala Financial Inc 0.02% No change 122 $24K
NBZ Investment Advisors LLC 0.01% Add +662.5% 122 $24K
Tidemark, LLC 0.01% Add +19.4% 117 $23K
Cardinal Strategic Wealth Guidance 0.01% No change 117 $23K
Granite FO LLC 0.01% No change 117 $23K
Templeton & Phillips Capital Management, LLC 0.02% No change 110 $22K
Kestra Investment Management, LLC 0.00% Add +176.9% 108 $22K
Legacy Wealth Managment, LLC 0.02% No change 107 $21K
Colony Family Offices, LLC 0.01% Reduce -12.6% 104 $21K
Kennebec Savings Bank 0.02% No change 100 $20K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $20K
Cordant, Inc. 0.01% Reduce -31.5% 100 $20K
GS Investments, Inc. 0.01% Reduce -33.3% 100 $20K
MorganRosel Wealth Management, LLC 0.01% New 100 $20K
Ramirez Asset Management, Inc. 0.00% No change 100 $20K
Ruedi Wealth Management, Inc. 0.01% No change 99 $20K
Pineridge Advisors LLC 0.01% Reduce -75.7% 98 $20K
Perritt Capital Management Inc 0.01% No change 91 $18K
Prudent Man Investment Management, Inc. 0.01% No change 82 $18K
Covenant Partners, LLC 0.01% No change 89 $18K
Richardson Capital Management LLC 0.01% Reduce -1.1% 88 $18K
Your Advocates Ltd., LLP 0.01% Add +6.3% 84 $17K
Ridgewood Investments LLC 0.01% Reduce -67.7% 83 $17K
SIMA Wealth Partners, LLC 0.01% No change 82 $16K
Transce3nd, LLC 0.01% Reduce -22.6% 82 $16K
Curio Wealth, LLC 0.01% Reduce -98.6% 1 $16K
Evergreen Private Wealth LLC 0.01% No change 74 $15K
SRH Advisors, LLC 0.00% No change 70 $14K
Winnacle Wealth LLC 0.01% No change 68 $13K
Mb, Levis & Associates, LLC 0.01% No change 67 $13K
DecisionPoint Financial, LLC 0.00% Reduce -68.2% 64 $13K
TFC Financial Management, Inc. 0.00% Reduce -19.7% 61 $12K
Putney Financial Group LLC 0.01% No change 60 $12K
Quarry LP 0.00% Add +13.2% 60 $12K
Stuart Chaussee & Associates, Inc. 0.00% No change 60 $12K
N.E.W. Advisory Services LLC 0.00% New 60 $12K
Hopwood Financial Services, Inc. 0.01% No change 56 $11K
Holos Integrated Wealth LLC 0.01% No change 56 $11K
Compass Wealth Management LLC 0.00% No change 52 $10K
Signature Resources Capital Management, LLC 0.01% Add +37.8% 51 $10K
Anfield Capital Management, LLC 0.00% No change 51 $10K
Ulland Investment Advisors, LLC 0.01% No change 50 $10K
Vision Financial Markets LLC 0.01% New 50 $10K
Chilton Capital Management LLC 0.00% No change 50 $10K
Hoese & Co LLP 0.01% No change 50 $10K
Family Manage LLC 0.00% Reduce -69.2% 49 $10K
Tucker Asset Management LLC 0.00% No change 48 $10K
Cornerstone Planning Group LLC 0.00% No change 50 $10K
Addison Advisors LLC 0.00% New 45 $9K
Beaird Harris Wealth Management, LLC 0.00% New 45 $9K
Whipplewood Advisors, LLC 0.00% New 59 $8K
Pinney & Scofield, Inc. 0.01% No change 38 $8K
Hughes Financial Services, LLC 0.00% New 37 $7K
Sawyer & Company, Inc 0.00% No change 30 $6K
Dixon Mitchell Investment Counsel Inc. 0.00% New 30 $6K
Accredited Wealth Management, LLC 0.01% No change 30 $6K
FWL Investment Management, LLC 0.00% No change 30 $6K
Elequin Capital, LP 0.00% Reduce -96.9% 30 $6K
Chelsea Counsel Co. 0.00% No change 29 $6K
Financial Freedom, LLC 0.00% No change 29 $6K
WFA Asset Management Corp 0.00% New 25 $5K
Aventura Private Wealth, LLC 0.00% Reduce -39.5% 26 $5K
Ascentis Wealth Management, LLC 0.00% Add +187.5% 23 $5K
Greykasell Wealth Strategies, Inc. 0.00% New 22 $4K
Cheviot Value Management, LLC 0.00% New 22 $4K
Wiser Advisor Group LLC 0.01% No change 20 $4K
Capital A Wealth Management, LLC 0.00% Reduce -6.3% 15 $3K
Graybill Wealth Management, LTD. 0.00% — 15 $3K
Safe Harbor Fiduciary, LLC 0.00% New 11 $2K
Global Trust Asset Management, LLC 0.00% No change 11 $2K
Solstein Capital, LLC 0.00% No change 11 $2K
Coston, McIsaac & Partners 0.00% No change 13 $2K
Transamerica Financial Advisors, LLC 0.00% No change 6 $2K
Fairscale Capital, LLC 0.00% No change 7 $1K
Nova Wealth Management, Inc. 0.00% New 7 $1K
Covestor Ltd 0.00% No change 4 $1K
Sellwood Investment Partners LLC 0.00% No change 5 $997
Hillsdale Investment Management Inc. 0.00% No change 5 $997
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 2 $399
Robbins Farley 0.00% No change 1 $200

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