iShares Russell 2000 ETFIWMETF

13F holders, Q2 2025 (June 30)
2,368holders +4
172new positions
155sold out
10famous investors
$215.70avg. 13F price*

At the end of Q2 2025, 2,368 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, up 4 from Q1 2025. 172 opened new positions and 155 sold out. The largest holders were Bank of America Corp. ($8.0B), Goldman Sachs Group Inc. ($4.7B) and Morgan Stanley ($4.5B). 10 famous investors held it, including Jeff Smith (1.3% of Starboard Value's portfolio), Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions172$2.1B
Exits155$782.1M

All 13F filers, Q1 2025 → Q2 2025: 30,333,637 shares bought and 47,615,499 shares sold, net −17,281,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,368 holders

Bank of America Corp. 0.65% Add +14.0% 37,178,220 $8.0B
Goldman Sachs Group Inc. 0.76% Reduce -12.8% 21,899,598 $4.7B
Morgan Stanley 0.29% Reduce -10.2% 20,861,715 $4.5B
Wells Fargo & Company 0.74% Add +2.6% 15,617,669 $3.4B
BlackRock, Inc. 0.04% Reduce -2.6% 9,153,601 $2.0B
Empower Advisory Group, LLC 5.57% Add +5.8% 8,616,866 $1.9B
JPMorgan Chase & Co. 0.12% Add +35.3% 8,178,921 $1.8B
LPL Financial LLC 0.51% Add +2.3% 7,052,906 $1.5B
Rafferty Asset Management, LLC 4.80% Add +10.6% 6,747,829 $1.5B
Holocene Advisors, LP 3.03% New 5,700,000 $1.2B
Royal Bank of Canada 0.24% Add +15.6% 5,634,304 $1.2B
Bank of Montreal 0.53% Add +34.5% 4,863,368 $1.0B
Jones Financial Companies LLLP 0.79% Reduce -39.2% 4,814,006 $1.0B
Susquehanna International Group, LLP 1.56% Reduce -31.8% 4,730,511 $1.0B
BNP Paribas Financial Markets 0.74% Reduce -29.0% 4,306,198 $929.2M
Healthcare of Ontario Pension Plan Trust Fund 1.82% Reduce -56.1% 4,178,000 $901.6M
Northern Trust Corp. 0.12% Add +2.8% 4,167,482 $899.3M
UBS Group AG 0.18% Reduce -13.2% 4,093,561 $883.3M
Barclays PLC 0.27% Reduce -27.7% 3,139,246 $677.4M
Canada Pension Plan Investment Board 0.56% No change 3,010,000 $649.5M
PNC Financial Services Group, Inc. 0.42% Reduce -1.9% 2,995,588 $646.4M
US Bancorp \de 0.72% Reduce -32.9% 2,663,880 $574.8M
Durable Capital Partners LP 4.24% Add +105.5% 2,596,668 $560.3M
M&T Bank Corp 1.74% Reduce -0.2% 2,353,290 $507.8M
FMR LLC 0.03% Add +11.3% 2,263,356 $488.4M
Treasurer of the State of North Carolina 1.40% Add +38.3% 2,015,990 $435.0M
Bank of New York Mellon Corp 0.08% Add +2.5% 1,931,515 $416.8M
Raymond James Financial Inc. 0.14% Reduce -1.9% 1,862,830 $402.0M
Corient Private Wealth LP 0.53% Add +87.1% 1,851,003 $399.4M
Millburn Ridgefield LLC 8.58% Reduce -5.7% 1,651,777 $356.4M
Catalyst Capital Advisors LLC 7.20% Reduce -5.7% 1,651,777 $356.4M
Optiver Holding B.V. 9.27% Add +58.4% 1,592,108 $343.6M
Envestnet Asset Management Inc. 0.10% Add +0.4% 1,567,229 $338.2M
HRT Financial LP 1.39% Reduce -59.3% 1,464,049 $315.9M
Ameriprise Financial Inc. 0.07% Reduce -8.5% 1,391,838 $300.1M
Cibc World Market Inc. 0.65% Reduce -43.5% 1,365,276 $294.6M
Truist Financial Corp. 0.38% Reduce -7.9% 1,203,829 $259.8M
Citigroup Inc. 0.17% Reduce -52.1% 1,155,437 $249.3M
59 North Capital Management, LP 7.42% Reduce -44.4% 963,347 $207.9M
Wellington Management Group LLP 0.04% Reduce -13.0% 955,946 $206.3M
Alliancebernstein L.P. 0.07% Add +66.0% 933,568 $201.5M
Avantax Advisory Services, Inc. 1.09% Add +1.8% 916,552 $197.8M
Pathstone Holdings, LLC 0.77% Add +3.3% 934,166 $195.7M
Jump Financial, LLC 2.34% Add +603.2% 860,330 $185.7M
SG Americas Securities, LLC 0.82% Add +24.0% 855,385 $184.6M
Brown Advisory Inc. 0.24% Add +4.2% 854,875 $184.5M
Jefferies Financial Group Inc. 3.16% Add +50.1% 849,018 $183.2M
AMG National Trust Bank 4.76% Reduce -3.5% 838,266 $180.9M
Keybank National Association 0.65% Reduce -1.3% 813,724 $175.6M
Rockefeller Capital Management L.P. 0.38% Reduce -14.0% 793,917 $173.6M
Jane Street Group, LLC 0.28% Reduce -0.2% 801,695 $173.0M
Citadel Advisors 0.14% Reduce -51.1% 747,937 $161.4M
D. E. Shaw & Co. 0.16% Add +319.2% 715,950 $154.5M
Cetera Investment Advisers 0.26% Add +0.1% 710,230 $153.3M
Mirae Asset Securities (usa) Inc. 6.69% Add +22.3% 702,253 $151.5M
LBMC Investment Advisors, LLC 10.79% Reduce -1.2% 701,496 $151.4M
Ensign Peak Advisors, Inc 0.26% Add +95.6% 696,089 $150.2M
Two Sigma Investments, LP 0.28% New 677,611 $146.2M
Franklin Resources Inc. 0.04% Reduce -9.1% 674,856 $145.6M
Fifth Third Bancorp 0.47% Reduce -6.5% 629,487 $135.8M
Mariner, LLC 0.20% Reduce -2.0% 627,185 $135.3M
CIBC Private Wealth Group LLC 0.24% Add +4.0% 625,341 $134.9M
Baird Financial Group, Inc. 0.23% Add +6.4% 615,948 $132.9M
Sand Hill Global Advisors, LLC 4.88% Reduce -5.4% 609,174 $131.5M
Northwestern Mutual Wealth Management Co. 0.09% Add +16.3% 589,534 $127.2M
Tiaa Trust, National Association 0.33% Reduce -6.9% 582,675 $125.7M
Synovus Financial Corp. 1.53% Add +0.1% 578,275 $124.8M
Creative Planning 0.10% Reduce -5.9% 567,965 $122.6M
Old Mission Capital LLC 3.26% Reduce -73.6% 567,762 $122.5M
Stifel Financial Corp. 0.12% Reduce -6.1% 563,267 $121.5M
Commonwealth Equity Services, LLC 0.16% Reduce -19.9% 552,746 $119.3M
HighTower Advisors, LLC 0.15% Reduce -4.5% 545,219 $117.7M
Cerity Partners LLC 0.21% Reduce -5.8% 537,357 $116.0M
CTC LLC 7.20% New 522,847 $112.8M
Blair William & Co. 0.30% Reduce -4.8% 493,580 $106.5M
MAI Capital Management 0.72% Add +8.6% 481,751 $104.0M
Valiant Capital Management, L.P. 7.99% Reduce -2.7% 480,107 $103.6M
Broadwood Capital Inc. 6.68% No change 474,920 $102.5M
GTS Securities LLC 4.54% Add +115.9% 471,762 $101.8M
Commerce Bank 0.59% Reduce -1.8% 467,128 $100.8M
Osaic Holdings, Inc. 0.18% Add +5.8% 461,911 $99.7M
Squarepoint Ops LLC 0.21% Add +1.2% 435,629 $94.0M
Glenmede Investment Management, LP 0.47% — 434,294 $93.7M
Cresset Asset Management, LLC 0.45% Add +1.9% 412,539 $89.0M
State of New Jersey Common Pension Fund D 0.34% No change 402,418 $86.8M
Citizens Financial Group Inc. 1.33% Reduce -4.7% 382,467 $82.5M
Focus Partners Wealth 0.18% Add +7.9% 376,321 $81.2M
Halbert Hargrove Global Advisors, LLC 4.08% Add +1.8% 359,468 $77.6M
Mercer Global Advisors Inc. 0.17% Add +48.8% 342,933 $74.0M
Starboard Value 1.27% New 340,000 $73.4M
Stairway Partners, LLC 4.01% Add +11.7% 327,375 $70.6M
Captrust Financial Advisors 0.16% Add +0.3% 324,160 $70.0M
WASHINGTON TRUST Co 2.45% Reduce -1.1% 320,725 $69.2M
Atom Investors LP 6.02% Add +2310.8% 314,828 $67.9M
HSBC Holdings PLC 0.04% Reduce -7.2% 314,169 $67.8M
Arvest Bank Trust Division 3.78% Add +1.9% 300,518 $64.8M
Comerica Bank 0.25% Reduce -0.6% 293,960 $63.4M
Wolverine Trading, LLC 1.61% Reduce -1.1% 294,264 $63.4M
National Philanthropic Trust 0.83% Add +5.6% 287,655 $62.1M
Regions Financial Corp. 0.42% Add +1.9% 283,440 $61.2M
First Financial Bank - Trust Division 5.17% Add +10.6% 272,686 $58.8M
Cambridge Investment Research Advisors, Inc. 0.18% Add +0.7% 268,632 $58.0M
Parkside Investments, LLC 7.81% Reduce -15.7% 266,391 $57.5M
Balyasny Asset Management L.P. 0.13% New 266,313 $57.5M
GLOBALT Investments LLC / GA 2.18% Reduce -5.2% 263,655 $56.9M
Deutsche Bank AG 0.02% Reduce -3.1% 260,027 $56.1M
Whittier Trust Co. 0.67% Reduce -0.3% 257,361 $55.5M
Janney Montgomery Scott LLC 0.14% Reduce -13.0% 252,245 $54.4M
Owl Creek Asset Management, L.P. 7.13% New 250,653 $54.1M
Brookstone Capital Management 0.70% Reduce -45.0% 248,025 $53.5M
First Western Trust Bank 2.32% Reduce -1.1% 238,581 $51.5M
FineMark National Bank & Trust 1.75% Reduce -0.5% 238,044 $51.4M
Moneta Group Investment Advisors LLC 0.59% Add +1.1% 231,039 $49.9M
DRW Securities, LLC 3.48% Add +470.2% 229,509 $49.5M
Accredited Investors Inc. 2.91% Reduce -1.3% 228,401 $49.3M
Johnson Investment Counsel Inc. 0.43% Reduce -0.7% 219,750 $47.4M
MetLife Investment Management, LLC 0.27% Reduce -19.9% 214,660 $46.3M
Tudor Investment Corporation 0.35% Reduce -94.3% 213,440 $46.1M
German American Bancorp, Inc. 4.49% Reduce -0.5% 213,039 $46.0M
IMC-Chicago, LLC 1.15% Reduce -74.8% 212,634 $45.9M
Bracebridge Capital, LLC 25.04% New 210,330 $45.4M
NorthCoast Asset Management LLC 0.19% Reduce -12.9% 209,601 $45.2M
Bessemer Group Inc. 0.07% Add +39.9% 207,224 $44.7M
Wealth Enhancement Advisory Services, LLC 0.07% Add +5.1% 195,868 $43.7M
TCTC Holdings, LLC 1.40% Add +1.6% 202,256 $43.6M
Verition Fund Management LLC 0.26% Add +49.4% 202,137 $43.6M
Kestra Advisory Services, LLC 0.21% Add +10.1% 200,769 $43.3M
Q Global Advisors, LLC 36.81% Reduce -6.9% 200,000 $43.2M
Wealthspire Advisors, LLC 0.24% Reduce -16.0% 198,970 $42.9M
Factory Mutual Insurance Co. 0.46% No change 194,755 $42.0M
Peapack Gladstone Financial Corp. 0.59% Reduce -7.6% 192,758 $41.6M
Simplex Trading, LLC 1.12% New 192,597 $41.6M
Private Advisor Group, LLC 0.22% Add +2.4% 192,431 $41.5M
Savant Capital, LLC 0.29% Reduce -5.6% 189,130 $40.8M
Belvedere Trading LLC 3.13% Reduce -7.9% 184,395 $39.8M
Prudential Financial Inc. 0.05% Add +8.8% 184,170 $39.7M
MML Investors Services, LLC 0.11% Add +2.5% 183,468 $39.6M
Capstone Investment Advisors, LLC 0.41% Reduce -7.2% 182,789 $39.4M
Dakota Wealth Management 0.83% Reduce -4.0% 182,372 $39.4M
Waverly Advisors, LLC 0.43% Add +5.5% 181,488 $39.2M
UMB Bank, n.a. 0.60% Add +14.1% 178,894 $38.6M
Anderson Hoagland & Co. 3.67% Add +0.2% 178,347 $38.5M
Tower Research Capital LLC (TRC) 1.03% Add +28.2% 176,425 $38.1M
Stock Yards Bank & Trust Co. 1.26% Add +0.7% 175,320 $37.8M
Modera Wealth Management, LLC 0.47% Reduce -3.4% 174,531 $37.7M
A&I Financial Services, LLC 20.73% Add +0.8% 170,187 $36.7M
Gendell Jeffrey L 0.97% New 170,000 $36.7M
Parkside Advisors LLC 7.97% Add +0.8% 168,122 $36.3M
IHT Wealth Management, LLC 0.98% Add +1.3% 164,656 $35.5M
Lido Advisors, LLC 0.19% Add +6.5% 161,850 $34.9M
Greenwood Gearhart LLC 2.17% Add +5.4% 161,281 $34.8M
Neuberger Berman Group LLC 0.03% Reduce -16.1% 151,866 $32.8M
Moore Capital Management, LP 0.70% Reduce -81.4% 151,080 $32.6M
D.A. Davidson & Co. 0.23% Reduce -0.2% 149,797 $32.3M
Summit Trail Advisors, LLC 0.53% New 142,744 $30.8M
Walleye Capital LLC 0.32% Add +2005.5% 142,713 $30.8M
Varma Mutual Pension Insurance Co 0.23% New 141,987 $30.6M
First Horizon Advisors, Inc. 0.79% Add +4.3% 141,113 $30.5M
Pittenger & Anderson Inc. 1.11% Reduce -20.9% 140,489 $30.3M
Country Trust Bank 0.68% Add +3.4% 140,235 $30.3M
Calamos Advisors LLC 0.19% Reduce -0.9% 139,315 $30.1M
Paulson Wealth Management Inc. 7.73% Add +5.8% 138,354 $29.9M
Whittier Trust Co. of Nevada Inc. 0.67% Add +1.2% 136,352 $29.4M
Kayne Anderson Rudnick Investment Management LLC 0.07% Add +52.0% 135,511 $29.2M
Metropolitan Life Insurance Co 8.65% No change 134,089 $28.9M
Natixis Advisors, LLC 0.05% Reduce -35.9% 131,771 $28.4M
Titleist Asset Management, LLC 2.79% Add +2.3% 130,083 $28.1M
Sollinda Capital Management LLC 7.17% Add +99.3% 127,536 $27.5M
Sanctuary Advisors, LLC 0.17% Reduce -30.6% 125,850 $27.2M
All Terrain Financial Advisors, LLC 9.84% Add +8.2% 125,710 $27.1M
AQR Capital Management 0.02% Add +2.8% 125,181 $27.0M
Blueshift Asset Management, LLC 8.05% Add +11.8% 121,461 $26.2M
Consolidated Investment Group LLC 3.46% No change 119,666 $25.8M
Old National Bancorp 0.46% Add +70.5% 118,518 $25.6M
First Foundation Advisors 0.94% Reduce -3.1% 118,075 $25.5M
Edge Wealth Management LLC 4.77% Reduce -3.7% 114,813 $24.8M
Equitable Holdings, Inc. 0.20% Add +10.1% 113,837 $24.6M
Wilmington Savings Fund Society, FSB 0.43% Reduce -4.9% 113,196 $24.4M
Waters Parkerson & Co., LLC 1.22% Reduce -0.1% 113,120 $24.4M
ExodusPoint Capital Management, LP 0.30% Add +1002.0% 112,976 $24.4M
Oldfather Financial Services, LLC 8.35% Add +3.9% 112,611 $24.3M
Marshall & Sullivan Inc. 11.63% Reduce -1.2% 112,163 $24.2M
LJI Wealth Management, LLC 4.20% Add +7.6% 111,716 $24.1M
Tarbox Family Office, Inc. 3.62% Reduce -0.4% 111,649 $24.1M
Stratos Wealth Partners, LTD. 0.32% Reduce -3.6% 107,883 $23.3M
Choreo, LLC 0.32% Reduce -2.0% 150,014 $23.2M
PEAK6 LLC 0.78% Reduce -13.1% 106,113 $22.9M
Great Waters Wealth Management 2.97% Reduce -4.0% 105,756 $22.8M
Busey Bank 0.70% Reduce -8.2% 105,617 $22.8M
Toronto Dominion Bank 0.05% Reduce -19.3% 103,604 $22.3M
Valeo Financial Advisors, LLC 0.55% Add +7.5% 103,087 $22.2M
First Commonwealth Financial Corp 4.80% Reduce -7.5% 102,907 $22.2M
Venturi Wealth Management, LLC 1.09% Add +843.6% 102,692 $22.2M
National Bank of Canada 0.02% Reduce -31.8% 102,335 $22.1M
Janney Capital Management LLC 1.42% Reduce -2.7% 102,312 $22.1M
1ST Source Bank 1.21% Reduce -3.1% 101,894 $22.0M
Weiss Asset Management LP 0.41% Add +243.1% 101,580 $21.9M
Symphony Financial, Ltd. Co. 2.80% Add +94.9% 107,626 $21.4M
Stephens Inc. 0.29% Reduce -37.5% 97,914 $21.1M
Analyst IMS Investment Management Services Ltd. 0.72% Reduce -0.0% 97,865 $21.1M
BIP Wealth, LLC 1.30% Reduce -0.6% 97,791 $21.1M
Clearstead Advisors, LLC 0.29% Reduce -3.5% 94,834 $20.5M
Mesirow Financial Investment Management, Inc. 0.40% Add +0.0% 94,548 $20.4M
NewEdge Advisors, LLC 0.10% Reduce -14.1% 93,987 $20.3M
&partners 0.16% Add +0.3% 93,868 $20.2M
SteelPeak Wealth, LLC 0.79% Add +12.0% 93,620 $20.2M
Hengehold Capital Management LLC 1.80% Add +0.6% 91,768 $19.8M
NTV Asset Management LLC 2.36% Reduce -10.7% 91,544 $19.8M
Rovida Investment Management Ltd 3.59% No change 90,000 $19.4M
EP Wealth Advisors, LLC 0.13% Add +95.6% 89,735 $19.4M
Reinhart Partners, Llc. 0.65% New 88,411 $19.1M
Finley Financial, LLC 9.48% Reduce -0.4% 87,408 $18.9M
River Wealth Advisors LLC 2.34% Reduce -63.7% 87,157 $18.8M
Ameritas Investment Partners, Inc. 0.59% Add +27.8% 86,880 $18.7M
Blackstone Inc. 0.08% Add +4011.5% 85,889 $18.5M
Brighton Jones LLC 0.50% Reduce -0.1% 85,757 $18.5M
Amarillo National Bank 3.42% Reduce -19.3% 85,237 $18.4M
Oppenheimer Asset Management Inc. 0.21% Reduce -17.2% 83,830 $18.1M
Walleye Trading LLC 0.44% Add +488.3% 82,777 $17.9M
Glenview Trust Co 0.31% Reduce -2.0% 82,487 $17.8M
Hillcrest Wealth Advisors - NY, LLC 8.35% Reduce -0.3% 82,272 $17.8M
Pinnacle Financial Partners Inc 0.37% Reduce -12.6% 82,159 $17.7M
Beacon Pointe Advisors, LLC 0.18% Add +1.2% 81,732 $17.6M
J.W. Cole Advisors, Inc. 0.37% Add +15.4% 80,184 $17.3M
Guardian Wealth Advisors, LLC 10.20% Add +4.2% 79,873 $17.2M
Lake Hills Wealth Management, LLC 9.85% New 79,743 $17.2M
Brewster Financial Planning LLC 11.50% Add +6.9% 78,994 $17.0M
Wesbanco Bank Inc. 0.50% Add +5.8% 78,090 $16.9M
Millennium Management 0.02% Reduce -90.4% 77,514 $16.7M
BTC Capital Management, Inc. 1.34% Add +3.9% 76,046 $16.4M
Litman Gregory Wealth Management LLC 1.29% Reduce -10.6% 75,993 $16.4M
Connors Investor Services Inc. 1.45% Reduce -11.8% 75,772 $16.4M
Diversify Advisory Services, LLC 0.62% Add +2916.3% 71,666 $16.3M
Cwm, LLC 0.06% Reduce -9.9% 75,168 $16.2M
Baron Financial Group, LLC 9.41% Add +0.2% 74,289 $16.0M
Patton Fund Management, Inc. 3.51% Add +4.8% 74,161 $16.0M
SimpliFi, Inc. 7.00% Add +0.8% 73,649 $15.9M
Bank of Nova Scotia 0.03% Add +39.8% 73,468 $15.9M
Pinnacle Associates Ltd. 0.23% Reduce -0.6% 73,314 $15.8M
Crewe Advisors LLC 2.23% Reduce -8.0% 73,134 $15.8M
Farmers & Merchants Investments Inc. 0.46% Reduce -0.9% 72,974 $15.7M
Kanawha Capital Management LLC 1.16% Reduce -0.3% 72,750 $15.7M
Jasper Ridge Partners, L.P. 0.39% No change 72,711 $15.7M
Mackenzie Financial Corp. 0.02% Reduce -9.4% 72,561 $15.7M
Jacobi Capital Management LLC 1.03% Add +4.9% 72,167 $15.6M
Salomon & Ludwin, LLC 1.51% Add +2.0% 69,110 $15.3M
Dynamic Advisor Solutions LLC 0.47% Add +0.6% 69,779 $15.1M
LCM Capital Management Inc 7.79% Add +0.5% 69,490 $15.0M
TRUE Private Wealth Advisors 1.62% Add +13.9% 67,005 $14.5M
Atria Wealth Solutions, Inc. 0.33% Reduce -14.0% 65,847 $14.4M
Diversified Trust Co. 0.32% Add +0.5% 66,611 $14.4M
RTD Financial Advisors, Inc. 1.79% Reduce -0.3% 64,815 $14.0M
Silvercrest Asset Management Group LLC 0.09% Add +35.9% 64,742 $14.0M
Stratos Wealth Advisors, LLC 0.74% Reduce -15.9% 64,596 $13.9M
Dimension Capital Management LLC 2.18% Add +0.5% 64,393 $13.9M
Smith, Moore & Co. 1.16% Reduce -0.4% 63,871 $13.8M
Summit Financial, LLC 0.31% Add +4.7% 63,422 $13.7M
Bailard, Inc. 0.32% Reduce -3.7% 63,361 $13.7M
Portland Global Advisors LLC 1.60% Reduce -17.8% 62,968 $13.6M
Sigma Investment Counselors Inc. 0.75% Reduce -3.0% 62,782 $13.5M
Integrated Wealth Concepts LLC 0.14% Reduce -11.5% 62,737 $13.5M
Fidelis Capital Partners, LLC 1.22% Add +1.3% 60,951 $13.4M
United Capital Financial Advisors, LLC 0.11% Reduce -0.1% 62,122 $13.4M
Pinnacle Wealth Management Advisory Group, LLC 1.11% Add +7.0% 61,745 $13.3M
Steward Partners Investment Advisory, LLC 0.10% Reduce -0.7% 61,694 $13.3M
Man Group plc 0.03% Add +1132.1% 61,641 $13.3M
Concurrent Investment Advisors, LLC 0.26% Add +1.3% 61,159 $13.2M
Blue Bell Private Wealth Management, LLC 2.17% Add +20.0% 60,299 $13.0M
Westshore Wealth, LLC 4.98% Reduce -0.2% 60,044 $13.0M
Simmons Bank 0.92% Reduce -2.7% 59,480 $12.8M
Perigon Wealth Management, LLC 0.29% Reduce -13.1% 57,986 $12.5M
Hilltop Holdings Inc. 0.80% Add +33.2% 57,832 $12.5M
Canada Post Corp Registered Pension Plan 0.73% No change 57,711 $12.5M
IronBridge Private Wealth, LLC 4.33% Reduce -36.3% 57,597 $12.4M
Greenfield FTC, Inc. 2.62% No change 57,262 $12.4M
New Perspectives, Inc 6.07% Reduce -14.7% 56,830 $12.3M
Legacy Wealth Management, LLC 0.75% Reduce -4.2% 56,019 $12.1M
Kiker Wealth Management, LLC 6.81% Add +10.5% 55,967 $12.1M
Humankind Investments LLC 2.93% No change 55,660 $12.0M
VestGen Advisors, LLC 0.48% Reduce -6.3% 55,046 $12.0M
Vestcor Inc 0.36% Add +14.6% 55,530 $12.0M
Ieq Capital, LLC 0.07% Reduce -43.9% 55,502 $12.0M
HighMark Wealth Management LLC 5.85% Reduce -2.9% 55,455 $12.0M
Verdence Capital Advisors LLC 0.81% Add +8.0% 54,948 $11.9M
Arbor Investment Advisors, LLC 1.51% Add +2.6% 54,495 $11.8M
Envestnet Portfolio Solutions, Inc. 0.04% Reduce -94.8% 54,407 $11.7M
Financial Advocates Investment Management 0.96% Add +1257.7% 54,255 $11.7M
Foster Group, Inc. 0.40% Reduce -9.1% 54,069 $11.7M
Allworth Financial LP 0.06% Add +17.3% 53,981 $11.6M
Alpine Bank Wealth Management 1.75% Reduce -0.7% 53,525 $11.6M
Sequoia Financial Advisors, LLC 0.08% Reduce -5.3% 52,951 $11.4M
Lodestar Private Asset Management LLC 1.32% Reduce -2.7% 52,898 $11.4M
Kestra Private Wealth Services, LLC 0.16% Reduce -5.3% 52,530 $11.3M
Greenberg Financial Group 4.24% Reduce -6.1% 37,677 $11.3M
Argent Advisors, Inc. 3.50% Add +1.9% 52,459 $11.3M
Sageworth Trust Co 0.62% Reduce -0.2% 52,198 $11.3M
Advisory Services Network, LLC 0.18% Reduce -20.7% 51,305 $11.3M
Bokf, NA 0.18% Reduce -2.3% 51,987 $11.2M
SilverOak Wealth Management LLC 2.10% Add +1.6% 51,967 $11.2M
Callan Family Office, LLC 0.35% Reduce -9.3% 51,610 $11.1M
Global Retirement Partners, LLC 0.27% — 51,310 $11.1M
Centiva Capital, LP 0.73% Add +28400.0% 51,300 $11.1M
Conning Inc. 0.40% No change 50,939 $11.0M
Coastline Trust Co 1.25% Reduce -25.0% 50,594 $10.9M
GW&K Investment Management, LLC 0.10% Reduce -51.7% 50,573 $10.9M
Latigo Investments, LLC 5.61% No change 50,522 $10.9M
Courier Capital LLC 0.66% Add +0.2% 50,467 $10.9M
McLean Asset Management Corp 2.85% Add +0.8% 49,172 $10.9M
Banco Santander, S.A. 0.10% Reduce -27.7% 50,324 $10.9M
Rovida Advisors Inc. 9.66% No change 50,300 $10.9M
MCF Advisors LLC 0.71% Add +8.3% 50,067 $10.8M
Idaho Trust Co 3.83% Add +3.5% 49,644 $10.7M
Park Avenue Securities LLC 0.10% Add +78.8% 49,571 $10.7M
Red Cedar Investment Management, LLC 1.34% Reduce -76.4% 49,369 $10.7M
Raelipskie Partnership 4.87% Add +9.1% 49,329 $10.6M
Madrid Financial Services 7.16% Reduce -0.7% 48,957 $10.6M
DT Investment Partners, LLC 0.95% Add +6.8% 48,804 $10.5M
William Howard & Co Financial Advisors Inc 9.06% Add +1.2% 48,120 $10.4M
SCS Capital Management LLC 0.11% Add +0.1% 47,894 $10.3M
Smithfield Trust Co 0.48% Reduce -2.1% 46,877 $10.1M
DeepCurrents Investment Group LLC 11.30% Add +176.4% 46,522 $10.0M
Aspiriant, LLC 0.32% Reduce -0.9% 46,458 $10.0M
SummitTX Capital, L.P. 0.44% Reduce -42.3% 46,182 $10.0M
Banque Pictet & Cie SA 0.10% Reduce -28.7% 46,134 $10.0M
Arcadia Investment Advisors LLC 5.12% Add +4.1% 45,776 $9.9M
Integrated Advisors Network LLC 0.45% Reduce -14.1% 45,658 $9.9M
Perbak Capital Partners LLP 2.22% Add +1070.4% 45,422 $9.8M
Vanguard Group Inc. 0.00% Add +1.1% 45,415 $9.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +184.2% 44,909 $9.7M
Nepc LLC 0.24% No change 44,764 $9.7M
Prospera Financial Services Inc 0.18% Add +72.3% 44,652 $9.6M
Gilbert & Cook, Inc. 1.29% Reduce -7.3% 44,345 $9.6M
Axxcess Wealth Management, LLC 0.23% Add +41.4% 44,164 $9.5M
Hancock Whitney Corp. 0.18% Add +29.8% 44,148 $9.5M
Sowell Financial Services LLC 0.39% Reduce -0.5% 43,941 $9.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.26% Reduce -12.2% 43,919 $9.5M
Fund Evaluation Group, LLC 0.37% No change 43,836 $9.5M
Alpine Global Management, LLC 2.43% Add +1038.9% 43,130 $9.3M
HB Wealth Management, LLC 0.07% Reduce -0.5% 43,070 $9.3M
Aristides Capital LLC 2.96% New 43,000 $9.3M
Voya Investment Management LLC 0.01% Reduce -6.1% 42,644 $9.2M
Fulton Breakefield Broenniman LLC 0.62% Reduce -2.7% 42,275 $9.1M
Ausdal Financial Partners, Inc. 0.61% Add +4.6% 42,245 $9.1M
Daymark Wealth Partners, LLC 0.35% Add +0.6% 42,194 $9.1M
Allspring Global Investments Holdings, LLC 0.02% Reduce -86.7% 41,555 $9.1M
Flputnam Investment Management Co. 0.15% Reduce -27.2% 41,752 $9.0M
XML Financial, LLC 0.78% Add +12.6% 41,571 $9.0M
Curi Capital, LLC 0.17% Add +206.3% 41,296 $8.9M
Harvest Investment Advisors, LLC 5.72% Reduce -1.6% 41,220 $8.9M
TD Private Client Wealth LLC 0.22% Reduce -27.8% 41,188 $8.9M
NWF Advisory Services Inc. 1.06% Add +81.9% 41,135 $8.9M
Two Sigma Securities, LLC 1.09% Reduce -13.9% 40,942 $8.8M
Diversified Portfolios, Inc. 0.84% Reduce -7.4% 40,796 $8.8M
Banque Cantonale Vaudoise 0.36% Add +13.9% 40,739 $8.8M
Midwest Trust Co 0.12% — 40,729 $8.8M
First National Trust Co 0.33% Add +7.4% 40,671 $8.8M
Howard Capital Management, LLC 0.13% Reduce -0.7% 40,584 $8.8M
Meridian Wealth Partners, LLC 1.27% Add +1.4% 40,545 $8.7M
Boston Trust Walden Corp 0.06% Add +339.1% 40,376 $8.7M
Tidal Investments LLC 0.06% Add +493.2% 40,335 $8.7M
Pine Valley Investments Ltd Liability Co 0.51% Reduce -0.5% 40,013 $8.6M
Systematic Alpha Investments, LLC 0.31% No change 40,006 $8.6M
Harvey Partners, LLC 0.86% New 40,000 $8.6M
SVB Wealth LLC 0.46% New 39,660 $8.6M
Moller Wealth Partners 1.88% Reduce -0.3% 39,472 $8.5M
Lee Johnson Capital Management, LLC 2.91% New 39,231 $8.5M
Culbertson A N & Co. Inc. 1.28% Reduce -1.1% 38,755 $8.4M
Independent Family Office, LLC 3.84% No change 38,388 $8.3M
Carret Asset Management, LLC 0.88% Add +1.0% 38,269 $8.3M
Gray Private Wealth, LLC 4.44% Add +1.4% 38,245 $8.3M
Thrivent Financial for Lutherans 0.02% Reduce -52.0% 38,164 $8.2M
Parkside Financial Bank & Trust 0.89% Add +0.8% 38,126 $8.2M
Fluent Financial, LLC 3.37% Reduce -1.6% 37,925 $8.2M
Bradley Foster & Sargent Inc. 0.13% Add +13.5% 37,916 $8.2M
Royal Fund Management, LLC 0.86% Add +2.0% 37,311 $8.1M
Ramsay, Stattman, Vela & Price, Inc. 1.50% Reduce -4.7% 37,101 $8.0M
Aristotle Capital Boston, LLC 0.41% Add +20.6% 37,043 $8.0M
Compound Planning, Inc. 0.30% Reduce -14.0% 37,004 $8.0M
Private Wealth Asset Management, LLC 1.06% Add +10.6% 37,000 $8.0M
RMR Wealth Builders 0.72% Add +0.7% 36,872 $8.0M
Badgley Phelps Wealth Managers, LLC 0.18% Add +2.3% 36,683 $7.9M
Evercore Wealth Management, LLC 0.12% Reduce -3.0% 36,449 $7.9M
Strategic Wealth Partners, Ltd. 0.62% — 36,354 $7.8M
Oppenheimer & Co. Inc. 0.10% Reduce -19.1% 36,173 $7.8M
Larson Financial Group LLC 0.31% Reduce -67.2% 35,782 $7.7M
Robertson Stephens Wealth Management, LLC 0.27% Reduce -28.4% 35,610 $7.7M
Cary Street Partners Financial LLC 0.22% Add +34.3% 35,523 $7.7M
Capstone Financial Advisors, Inc. 0.44% Add +28.3% 35,465 $7.7M
CW Advisors, LLC 0.07% Add +14.8% 35,455 $7.7M
O'shaughnessy Asset Management, LLC 0.05% Reduce -7.0% 35,449 $7.6M
Sierra Capital LLC 0.88% Reduce -15.3% 35,203 $7.6M
Kettle Hill Capital Management, LLC 1.75% Add +3.0% 35,137 $7.6M
Geneos Wealth Management Inc. 0.18% Add +13.4% 34,958 $7.5M
LPWM LLC 2.20% Add +9.5% 34,907 $7.5M
Evergreen Capital Management LLC 0.23% Add +2.8% 34,891 $7.5M
Becker Capital Management Inc. 0.23% Reduce -1.1% 34,840 $7.5M
James Investment Research, Inc. 0.89% Reduce -1.6% 34,674 $7.5M
NBT Bank, N.A. 0.51% Reduce -2.5% 34,669 $7.5M
Modern Wealth Management, LLC 0.18% Add +7.3% 34,639 $7.5M
Chicago Partners Investment Group LLC 0.22% Add +2.7% 32,965 $7.5M
Aspen Investment Management Inc 3.12% Add +6.9% 34,417 $7.4M
St. Louis Trust Co 0.99% Reduce -0.4% 34,340 $7.4M
Citizens Business Bank 1.44% Add +17.6% 34,258 $7.4M
Corepath Wealth Partners LLC 6.20% Reduce -1.2% 32,939 $7.3M
Highbridge Capital Management LLC 1.14% Reduce -92.7% 34,000 $7.3M
Snowden Capital Advisors LLC 0.22% Add +61.5% 33,934 $7.3M
Argent Trust Co 0.28% Add +19.7% 33,926 $7.3M
Federation des caisses Desjardins du Quebec 0.03% Reduce -35.4% 33,621 $7.3M
C M Bidwell & Associates Ltd. 3.76% Add +0.5% 33,565 $7.2M
Palisade Asset Management, LLC 0.72% Reduce -0.8% 33,323 $7.2M
Ascent Group, LLC 0.28% Add +152.5% 33,128 $7.1M
Avidian Wealth Enterprises, LLC 0.29% Reduce -1.0% 33,039 $7.1M
DHJJ Financial Advisors, Ltd. 2.57% Reduce -0.8% 33,010 $7.1M
Newport Capital Group, LLC 4.79% Add +2.9% 32,716 $7.1M
Ballentine Partners, LLC 0.11% Reduce -3.5% 32,611 $7.0M
Guided Capital Wealth Management, LLC 5.39% Reduce -0.8% 32,423 $7.0M
Ironwood Investment Management LLC 3.40% Reduce -7.3% 32,386 $7.0M
StoneX Group Inc. 0.34% Add +49.8% 32,362 $7.0M
IFG Advisory, LLC 0.35% Add +1.5% 32,195 $6.9M
Klingman & Associates, LLC 0.38% Reduce -0.1% 32,082 $6.9M
Helios Capital Management Pte. Ltd. 5.31% New 32,000 $6.9M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -0.5% 31,965 $6.9M
Dumont & Blake Investment Advisors LLC 1.80% Reduce -0.6% 31,960 $6.9M
Central Bank & Trust Co. 1.13% Reduce -12.3% 31,960 $6.9M
Rathbones Group PLC 0.03% Add +2.6% 31,823 $6.9M
Capital Investment Advisory Services, LLC 0.56% Reduce -5.5% 31,652 $6.8M
Full Sail Capital, LLC 0.39% Add +30.1% 31,205 $6.7M
First Citizens Bank & Trust Co. 0.12% Reduce -6.5% 31,094 $6.7M
Kickstand Ventures, Llc. 1.57% Add +751.5% 31,087 $6.7M
Decker Retirement Planning Inc. 3.86% New 30,897 $6.7M
Bleakley Financial Group, LLC 0.17% Add +1.0% 30,839 $6.7M
Ground Swell Capital, LLC 10.98% New 30,823 $6.7M
Fiduciary Trust Co 0.08% Reduce -11.9% 30,646 $6.6M
Greenleaf Trust 0.06% Reduce -3.9% 30,611 $6.6M
JMG Financial Group, Ltd. 0.20% Reduce -4.6% 30,556 $6.6M
Caerus Investment Advisors, LLC 6.27% No change 30,478 $6.6M
AmeriServ Wealth Advisors 3.24% New 30,421 $6.6M
Burling Wealth Partners, LLC 1.21% Reduce -1.6% 30,398 $6.6M
Financial Engines Advisors L.L.C. 0.01% Add +3.6% 30,214 $6.5M
Cornerstone Advisory, LLC 0.70% Reduce -1.4% 30,162 $6.5M
Montag A & Associates Inc. 0.32% Reduce -22.6% 30,085 $6.5M
Cape Cod Five Cents Savings Bank 0.59% No change 29,296 $6.5M
Composition Wealth, LLC 0.11% Add +207.3% 29,988 $6.5M
Rhumbline Advisers 0.01% Reduce -92.6% 29,897 $6.5M
New England Private Wealth Advisors LLC 0.94% Add +1.9% 29,016 $6.4M
Banco Bilbao Vizcaya Argentaria, S.A. 0.06% Add +141.4% 29,763 $6.4M
Unique Wealth, LLC 1.04% Add +11.7% 29,731 $6.4M
Clear Creek Financial Management, LLC 0.61% Reduce -5.5% 29,718 $6.4M
California First Leasing Corp. 2.67% No change 29,705 $6.4M
Ilmarinen Mutual Pension Insurance Co 0.05% No change 29,681 $6.4M
Ryan Investment Management, Inc. 4.07% — 29,488 $6.4M
Mill Creek Capital Advisors, LLC 0.14% Reduce -1.0% 29,459 $6.4M
Nicholas Investment Partners, LP 0.63% New 29,319 $6.3M
PFW Advisors LLC 1.95% Reduce -3.7% 29,303 $6.3M
Coldstream Capital Management Inc. 0.10% Add +8.8% 29,115 $6.3M
Gladstone Institutional Advisory LLC 0.26% Reduce -18.4% 29,085 $6.3M
CMG Global Holdings, LLC 3.28% Add +15.2% 27,842 $6.2M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -1.0% 28,878 $6.2M
McKinley Carter Wealth Services, Inc. 0.35% Reduce -1.8% 28,824 $6.2M
Dorsey & Whitney Trust CO LLC 0.33% Reduce -3.8% 28,799 $6.2M
Single Point Partners, LLC 1.36% Add +2.5% 28,750 $6.2M
Rossmore Private Capital 0.72% Add +0.9% 28,546 $6.2M
IFP Advisors, Inc 0.18% Reduce -53.7% 28,453 $6.1M
Quantinno Capital Management LP 0.03% Add +19.7% 28,368 $6.1M
Krilogy Financial LLC 0.35% New 28,356 $6.1M
Ashton Thomas Private Wealth, LLC 0.22% Reduce -30.1% 28,235 $6.1M
Farther Finance Advisors, LLC 0.12% Add +18.5% 28,093 $6.1M
Arete Wealth Advisors, LLC 0.43% Add +2.6% 28,082 $6.1M
Prosperity Consulting Group, LLC 0.44% Add +33.8% 27,877 $6.0M
Independence Bank of Kentucky 0.85% Reduce -4.0% 27,861 $6.0M
Welch & Forbes LLC 0.07% Reduce -3.6% 27,749 $6.0M
Cullen/Frost Bankers, Inc. 0.07% Add +27.4% 27,738 $6.0M
Summit Wealth Partners, LLC 1.14% Reduce -7.4% 27,684 $6.0M
Beacon Investment Advisory Services, Inc. 0.26% Add +59.3% 27,612 $6.0M
Venture Visionary Partners LLC 0.22% Reduce -1.1% 27,510 $5.9M
Segall Bryant & Hamill, LLC 0.08% Reduce -33.3% 27,503 $5.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Add +0.3% 27,002 $5.8M
PKO Investment Management Joint-Stock Co 0.63% No change 27,000 $5.8M
BayBridge Capital Group, LLC 3.71% Add +1.7% 26,747 $5.8M
Fearless Solutions, LLC dba Best Invest 4.03% Reduce -1.6% 26,731 $5.8M
Verger Capital Management LLC 2.27% Add +0.1% 26,716 $5.8M
Cobblestone Capital Advisors LLC 0.29% Reduce -1.6% 26,689 $5.8M
Parallel Advisors, LLC 0.12% Add +12.2% 26,646 $5.7M
Audent Global Asset Management, LLC 4.10% Reduce -4.9% 26,645 $5.7M
TD Waterhouse Canada Inc. 0.04% Add +0.4% 26,373 $5.7M
Parisi Gray Wealth Management 1.65% Reduce -40.1% 26,614 $5.7M
JFS Wealth Advisors, LLC 0.37% Add +8.0% 26,597 $5.7M
Partners Capital Investment Group, LLP 0.23% Reduce -57.7% 26,595 $5.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.64% Reduce -2.3% 26,530 $5.7M
Engine Capital Management, LP 1.21% No change 26,444 $5.7M
Eisler Capital Management Ltd. 0.20% Reduce -86.9% 26,296 $5.7M
City Holding Co. 0.74% Add +1.2% 26,197 $5.7M
Pine Ridge Advisers LLC 0.36% No change 26,022 $5.6M
YHB Investment Advisors, Inc. 0.43% Add +7.1% 25,944 $5.6M
Smith & Howard Wealth Management, LLC 1.42% Add +0.2% 25,903 $5.6M
Fortis Group Advisors, LLC 1.01% Add +130.1% 25,449 $5.6M
Triumph Capital Management 1.67% Add +4.1% 25,833 $5.6M
Brown Brothers Harriman & Co. 0.04% No change 25,727 $5.6M
Evoke Wealth, LLC 0.13% Add +3.0% 25,683 $5.5M
Fifth Third Wealth Advisors LLC 0.23% Reduce -8.6% 25,676 $5.5M
Immersion Capital LLP 5.54% New 25,500 $5.5M
Goldstone Financial Group, LLC 0.72% Reduce -4.4% 24,601 $5.5M
Peddock Capital Advisors, LLC 1.27% Reduce -2.9% 25,402 $5.5M
Bridges Investment Management Inc. 0.07% Reduce -1.0% 25,079 $5.4M
London Co. of Virginia 0.03% Reduce -48.3% 25,025 $5.4M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.15% New 25,000 $5.4M
American Century Companies Inc. 0.00% Add +34.4% 25,000 $5.4M
Capital Group Private Client Services, Inc. 0.05% Add +44.4% 24,838 $5.4M
Mutual Advisors, LLC 0.13% Add +10.9% 23,853 $5.4M
Prime Capital Investment Advisors, LLC 0.07% Reduce -36.6% 24,620 $5.3M
Spahn Wealth & Retirement LLC 3.40% Reduce -53.0% 24,470 $5.3M
Canton Hathaway, LLC 1.07% Add +0.1% 24,395 $5.3M
Focus Partners Advisor Solutions, LLC 0.07% Add +2.1% 24,043 $5.2M
Investors Asset Management of Georgia Inc. /Ga/ 2.40% Reduce -18.7% 23,991 $5.2M
Evolution Wealth Advisors, LLC 0.76% Reduce -4.8% 23,920 $5.2M
Orion Porfolio Solutions, LLC 0.04% Add +45.0% 23,792 $5.1M
Symmetry Investments LP 0.43% Reduce -35.7% 23,718 $5.1M
Summit Wealth & Retirement Planning, Inc. 1.37% Reduce -11.3% 23,608 $5.1M
Stordahl Capital Management, Inc. 1.13% Reduce -10.0% 23,520 $5.1M
State of Wisconsin Investment Board 0.01% Reduce -3.8% 23,515 $5.1M
Gries Financial LLC 0.92% Reduce -0.1% 23,354 $5.0M
Trust Co. of Toledo NA 0.55% New 23,147 $5.0M
Mount Capital Ltd 1.61% No change 23,100 $5.0M
Independent Financial Group, LLC 0.14% Add +5.8% 22,936 $4.9M
Horizon Bancorp Inc. 2.48% Add +5.1% 22,866 $4.9M
Addenda Capital Inc. 0.18% Add +1.1% 22,750 $4.9M
Richard P Slaughter Associates Inc 0.99% New 22,560 $4.9M
FSC Wealth Advisors, LLC 3.06% Add +416.6% 22,515 $4.9M
CoreCap Advisors, LLC 0.20% Add +2.4% 22,508 $4.9M
Northeast Financial Consultants Inc 0.20% Add +2.2% 22,448 $4.8M
C2C Wealth Management, LLC 4.38% Reduce -1.7% 22,411 $4.8M
World Investment Advisors 0.11% Add +35.1% 22,243 $4.8M
Amtrust Financial Services, Inc. 1.72% No change 22,200 $4.8M
Novem Group 0.61% Add +26.6% 22,178 $4.8M
Haverford Trust Co 0.05% Add +89.3% 22,152 $4.8M
Aptus Capital Advisors, LLC 0.05% Add +0.1% 22,130 $4.8M
E&G Advisors, LLC 1.24% Add +1.4% 22,122 $4.8M
Country Club Bank 0.30% Reduce -10.8% 22,121 $4.8M
Russell Investments Group, Ltd. 0.01% Add +11.4% 21,954 $4.7M
Crescent Grove Advisors, LLC 0.46% Reduce -3.5% 21,908 $4.7M
Union Savings Bank 2.17% Add +0.1% 21,522 $4.7M
Yost Capital Management, LP 6.44% Add +5.2% 21,777 $4.7M
Merit Financial Group, LLC 0.05% Reduce -14.6% 21,703 $4.7M
Elevation Point Wealth Partners, LLC 0.36% Add +10.0% 22,573 $4.7M
Redwood Investment Management, LLC 0.49% Reduce -95.4% 21,547 $4.7M
Benchmark Financial Wealth Advisors, LLC 1.54% Add +1.9% 21,547 $4.6M
Harbour Investments, Inc. 0.12% Add +8.5% 21,518 $4.6M
Loomis Sayles & Co. L P 0.01% Reduce -69.5% 21,514 $4.6M
Wealthcare Advisory Partners LLC 0.11% Add +2.9% 21,502 $4.6M
Certuity, LLC 0.44% Add +12.2% 21,463 $4.6M
St. Johns Investment Management Company, LLC 2.12% Reduce -0.4% 21,386 $4.6M
Cordgrass Capital Advisors, LLC 1.24% Add +5.0% 21,323 $4.6M
TCV Trust & Wealth Management, Inc. 0.40% Add +0.9% 21,265 $4.6M
Williams Jones Wealth Management, LLC. 0.05% Reduce -6.5% 21,259 $4.6M
Pinnacle Wealth Management Group, Inc. 2.63% Add +4.6% 21,245 $4.6M
Private Trust Co. NA 0.44% Reduce -1.2% 21,174 $4.6M
AE Wealth Management LLC 0.03% Reduce -9.3% 21,118 $4.6M
Arkadios Wealth Advisors 0.14% Reduce -42.1% 21,091 $4.6M
Randall & Associates Wealth Management 3.50% Add +6.3% 21,065 $4.5M
Wealthedge Investment Advisors, LLC 1.90% Reduce -7.5% 21,027 $4.5M
Royce & Associates LP 0.05% Add +6.6% 21,000 $4.5M
Boston Research & Management Inc. 1.08% Reduce -0.2% 20,975 $4.5M
Flagstar Securities, Inc. 1.25% Reduce -15.8% 20,893 $4.5M
CreativeOne Wealth, LLC 0.12% Reduce -6.9% 20,878 $4.5M
Connecticut Wealth Management, LLC 0.21% Reduce -20.6% 20,755 $4.5M
Burke & Herbert Bank & Trust Co. 1.00% Reduce -0.9% 20,732 $4.5M
Smith Chas P & Associates Pa Cpas 0.25% Add +10.7% 20,683 $4.5M
WealthPlan Investment Management, LLC 0.32% Reduce -11.0% 20,533 $4.4M
Steph & Co. 1.43% Add +11.7% 20,393 $4.4M
CWA Asset Management Group, LLC 0.19% Add +8.2% 20,325 $4.4M
HUB Investment Partners, LLC 0.15% Reduce -9.2% 20,307 $4.4M
Fort Washington Investment Advisors Inc. 0.03% Reduce -21.1% 20,243 $4.4M
Beam Wealth Advisors, Inc. 1.30% Reduce -1.0% 20,237 $4.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.93% Add +3.2% 20,207 $4.4M
Fort Point Capital Partners LLC 0.44% Reduce -9.7% 20,189 $4.4M
Aua Capital Management, LLC 2.60% Reduce -0.2% 20,175 $4.4M
Kingsview Wealth Management, LLC 0.07% Reduce -3.8% 20,168 $4.4M
Ssi Investment Management LLC 1.75% New 20,068 $4.3M
Spire Wealth Management 0.15% Reduce -35.6% 19,987 $4.3M
BSW Wealth Partners 0.59% Reduce -21.9% 19,906 $4.3M
Mandatum Life Insurance Co Ltd 1.13% Add +27.6% 19,904 $4.3M
waypoint wealth counsel 2.09% Reduce -3.3% 19,544 $4.2M
Central Pacific Bank - Trust Division 0.56% Add +56.1% 19,467 $4.2M
Politan Capital Management LP 0.30% Reduce -45.9% 19,465 $4.2M
Jacksonville Wealth Management, LLC 3.38% Add +8.6% 19,457 $4.2M
Abundance Wealth Counselors 0.79% Reduce -5.2% 19,454 $4.2M
Marquette Asset Management, LLC 0.70% Reduce -1.7% 19,418 $4.2M
Aureus Asset Management, LLC 0.27% Reduce -0.1% 19,325 $4.2M
Olympiad Research LP 6.80% New 19,306 $4.2M
Three Bridge Wealth Advisors, LLC 1.09% No change 19,212 $4.1M
Fifth Third Securities, Inc. 0.31% Reduce -3.1% 19,138 $4.1M
Level Four Advisory Services, LLC 0.15% Reduce -41.6% 19,113 $4.1M
TFO Wealth Partners, LLC 0.72% Add +0.5% 19,031 $4.1M
OneDigital Investment Advisors LLC 0.05% Add +33.4% 18,950 $4.1M
Appleton Partners Inc. 0.29% Reduce -2.5% 18,905 $4.1M
NewEdge Wealth, LLC 0.06% Add +0.6% 18,512 $4.1M
Rehmann Capital Advisory Group 0.25% Add +24.0% 18,845 $4.1M
Wealth Advisory Solutions, LLC 1.03% Add +0.9% 18,829 $4.1M
Apexium Financial, LP 0.22% Add +44.9% 18,784 $4.1M
Aaron Wealth Advisors LLC 0.41% Add +2.6% 18,777 $4.1M
Insigneo Advisory Services, LLC 0.35% Reduce -4.1% 18,773 $4.1M
FAS Wealth Partners, Inc. 0.30% Reduce -9.1% 18,732 $4.0M
Rockingstone Advisors LLC 2.11% Reduce -16.7% 18,589 $4.0M
Provida Pension Fund Administrator 0.07% No change 18,482 $4.0M
Wealthspan Partners, LLC 1.65% Add +32.9% 18,467 $4.0M
Principal Financial Group Inc. 0.00% Add +8.4% 18,452 $4.0M
Canandaigua National Bank & Trust Co. 0.37% Reduce -1.6% 18,389 $4.0M
Calton & Associates, Inc. 0.68% Add +2.5% 18,266 $3.9M
Sunburst Financial Group, LLC 0.88% No change 18,254 $3.9M
Crews Bank & Trust 0.62% Add +0.2% 18,226 $3.9M
Cercano Management LLC 0.11% Reduce -42.0% 18,137 $3.9M
Fairway Wealth LLC 1.25% Add +270.0% 18,058 $3.9M
GM Advisory Group, LLC 0.19% Reduce -2.5% 18,051 $3.9M
AlphaStar Capital Management, LLC 0.27% New 17,994 $3.9M
Capital Advisory Group Advisory Services, LLC 1.40% Reduce -1.3% 17,989 $3.9M
Manchester Capital Management LLC 0.51% Reduce -4.1% 17,962 $3.9M
Meridian Investment Counsel Inc. 1.05% Add +2.5% 17,947 $3.9M
Centaurus Financial, Inc. 0.23% Add +4.3% 17,919 $3.9M
Clark Financial Services Group Inc. 2.38% Add +1.0% 17,916 $3.9M
Equitable Trust Co. 0.19% Reduce -1.8% 17,769 $3.8M
Carnegie Investment Counsel 0.08% Reduce -0.6% 17,741 $3.8M
Inman Jager Wealth Management, LLC 2.57% Reduce -1.1% 17,596 $3.8M
DAVENPORT & Co LLC 0.02% Add +17.7% 17,564 $3.8M
AlTi Global, Inc. 0.09% Reduce -24.7% 17,489 $3.8M
Addis & Hill, Inc 2.46% Add +3.0% 17,475 $3.8M
Ames National Corp. 2.44% Reduce -3.1% 17,454 $3.8M
Sigma Planning Corp 0.11% Reduce -17.9% 17,395 $3.8M
Crestwood Advisors Group, LLC 0.07% Add +4.3% 17,374 $3.7M
Heritage Investors Management Corp. 0.12% Reduce -0.1% 17,218 $3.7M
Pursue Wealth Partners LLC 2.10% Reduce -26.6% 17,091 $3.7M
Trifecta Capital Advisors, LLC 0.61% Add +0.9% 16,942 $3.7M
Peak Asset Management, LLC 0.67% No change 16,913 $3.6M
Transcendent Capital Group LLC 1.87% New 16,865 $3.6M
Operose Advisors LLC 1.01% Add +1.5% 16,644 $3.6M
One Capital Management, LLC 0.12% Add +2.4% 16,638 $3.6M
Consilium Wealth Advisory, LLC 1.50% New 16,453 $3.6M
Scotia Capital Inc. 0.02% Reduce -28.9% 16,446 $3.5M
Doliver Advisors, LP 0.97% Reduce -1.0% 16,445 $3.5M
Patten & Patten Inc. 0.23% Reduce -6.8% 16,410 $3.5M
Summit Place Financial Advisors, LLC 1.77% Add +6.0% 16,336 $3.5M
Sei Investments Co. 0.00% Reduce -29.7% 16,320 $3.5M
Tocqueville Asset Management L.P. 0.05% Add +42.3% 16,305 $3.5M
Prudent Man Advisors, LLC 1.12% Reduce -0.1% 16,272 $3.5M
Fulton Bank, N.A. 0.13% Reduce -1.0% 16,252 $3.5M
Legacy Advisory Services, LLC 2.78% Reduce -10.3% 16,250 $3.5M
Advisor Resource Council 1.72% Reduce -22.5% 16,239 $3.5M
Freestone Capital Holdings, LLC 0.12% Reduce -7.4% 16,212 $3.5M
Belpointe Asset Management LLC 0.15% Reduce -0.8% 16,133 $3.5M
Wincap Financial LLC 2.79% Add +25.8% 16,119 $3.5M
Chemung Canal Trust Co. 0.73% Add +33.5% 16,081 $3.5M
Foundations Investment Advisors, LLC 0.05% Reduce -51.2% 16,063 $3.5M
American Assets Investment Management, LLC 0.28% No change 16,000 $3.5M
Parr McKnight Wealth Management Group, LLC 0.47% Add +5.0% 15,989 $3.5M
Campion Asset Management 2.59% Add +0.5% 15,966 $3.4M
Fire Capital Management LLC 2.18% Reduce -35.8% 15,943 $3.4M
Guggenheim Capital LLC 0.03% Reduce -4.7% 15,933 $3.4M
Sincerus Advisory, LLC 3.23% Add +4.9% 15,314 $3.4M
WealthBridge Capital Management, LLC 0.87% Reduce -11.0% 15,889 $3.4M
BTG Pactual Asset Management US LLC 0.46% New 15,853 $3.4M
Webster Bank, N. A. 0.35% Reduce -1.9% 15,808 $3.4M
Pinnacle Wealth Planning Services, Inc. 0.45% Add +18.1% 15,711 $3.4M
Jaffetilchin Investment Partners, LLC 0.22% Add +1.8% 15,692 $3.4M
Franklin, Parlapiano, Turner & Welch, LLC 0.88% No change 15,547 $3.4M
LSP Investment Advisors, LLC 2.40% No change 15,500 $3.3M
Firestone Capital Management 0.79% Add +0.3% 15,459 $3.3M
Ridgepath Capital Management LLC 1.53% Add +16.5% 15,454 $3.3M
Centennial Bank 1.40% Add +20.1% 15,420 $3.3M
Prelude Capital Management, LLC 0.32% Add +76.6% 15,398 $3.3M
Continuum Advisory, LLC 0.40% Add +19.7% 15,370 $3.3M
Kaydan Wealth Management, Inc. 1.09% Add +17.5% 15,361 $3.3M
Evermay Wealth Management LLC 0.41% Reduce -6.7% 15,275 $3.3M
Garda Capital Partners LP 0.93% Reduce -24.3% 15,238 $3.3M
Holistic Financial Partners 1.44% Reduce -2.4% 15,225 $3.3M
Walkner Condon Financial Advisors LLC 0.60% Reduce -0.4% 15,221 $3.3M
International Assets Investment Management, LLC 0.26% Add +21.1% 15,186 $3.3M
Cranbrook Wealth Management, LLC 0.70% Reduce -0.6% 15,114 $3.3M
Promus Capital, LLC 2.10% Add +4.6% 15,017 $3.2M
Woodstock Corp. 0.30% Reduce -15.5% 14,996 $3.2M
Gotham Asset Management 0.02% Add +43.4% 14,876 $3.2M
Keebeck Wealth Management 0.42% No change 14,864 $3.2M
Rebalance, LLC 0.22% Add +3.1% 14,855 $3.2M
RB Capital Management, LLC 0.76% Add +0.5% 14,853 $3.2M
Anb Bank 1.44% Reduce -12.1% 14,836 $3.2M
Archer Investment Corp 0.76% Reduce -3.7% 14,827 $3.2M
Mayflower Financial Advisors, LLC 0.45% Reduce -1.5% 14,805 $3.2M
Exencial Wealth Advisors, LLC 0.11% Reduce -5.1% 14,800 $3.2M
B. Riley Wealth Advisors, Inc. 0.15% Reduce -25.2% 14,780 $3.2M
Harbour Capital Advisors, LLC 0.67% Reduce -2.5% 14,428 $3.2M
Eastern Bank 0.06% Add +8.2% 14,740 $3.2M
Acropolis Investment Management, LLC 0.17% No change 14,633 $3.2M
Mission Wealth Management, LP 0.07% Add +17.4% 14,606 $3.2M
BOK Financial Private Wealth, Inc. 0.21% Reduce -4.0% 14,558 $3.1M
First Merchants Corp. 0.12% Reduce -14.0% 14,530 $3.1M
MPWM Advisory Solutions, LLC 1.97% Add +4.0% 14,452 $3.1M
Maven Securities LTD 0.81% Add +1164.7% 14,443 $3.1M
BankPlus Wealth Management LLC 2.06% Add +53.6% 14,404 $3.1M
Strategic Investment Management, LLC 1.66% Add +23.8% 14,390 $3.1M
West Bancorporation Inc. 1.96% Reduce -7.4% 14,350 $3.1M
Sound View Wealth Advisors Group, LLC 0.23% Add +2.0% 14,335 $3.1M
Cozad Asset Management Inc. 0.27% Reduce -3.1% 14,330 $3.1M
Harmony Asset Management LLC 1.16% Reduce -1.5% 14,308 $3.1M
Meridian Wealth Management, LLC 0.13% Reduce -76.0% 14,283 $3.1M
Mycio Wealth Partners, LLC 0.71% Reduce -16.6% 14,237 $3.1M
TFB Advisors LLC 0.80% Add +3.1% 14,223 $3.1M
Leslie Global Wealth, LLC 1.63% Add +20.0% 14,160 $3.1M
Redwood Wealth Management Group, LLC 1.38% Add +2.9% 14,139 $3.1M
Private Advisory Group LLC 0.28% New 14,094 $3.0M
Birch Hill Investment Advisors LLC 0.13% Reduce -2.8% 14,055 $3.0M
Safe Harbor Fiduciary, LLC 2.84% Add +127427.3% 14,028 $3.0M
Second Half Financial Partners, LLC 1.43% Add +12.8% 14,023 $3.0M
Resolute Advisors LLC 0.75% Add +0.1% 14,016 $3.0M
Sagespring Wealth Partners, LLC 0.06% Reduce -0.9% 13,931 $3.0M
Rik Saylor Financial, Inc. 2.31% Reduce -1.5% 13,909 $3.0M
Salem Investment Counselors Inc. 0.09% Reduce -1.3% 13,873 $3.0M
Institute for Wealth Management, LLC. 0.33% Add +7.9% 13,857 $3.0M
Graypoint LLC 0.17% Add +5.8% 13,821 $3.0M
Berkshire Asset Management LLC 0.14% No change 13,794 $3.0M
Joel Isaacson & Co., LLC 0.12% Reduce -12.3% 13,760 $3.0M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -27.1% 13,728 $3.0M
Laird Norton Wetherby Wealth Management, LLC 0.13% — 13,601 $2.9M
Twin Focus Capital Partners, LLC 0.41% Reduce -46.3% 13,593 $2.9M
Vision Capital Management, Inc. 0.38% Reduce -0.2% 13,487 $2.9M
Davidson Trust Co. 1.34% Reduce -0.1% 13,422 $2.9M
Proffitt & Goodson Inc. 0.44% Reduce -24.7% 13,397 $2.9M
RKL Wealth Management LLC 0.25% Add +11.9% 13,382 $2.9M
Simon Quick Advisors, LLC 0.15% Add +11.3% 13,349 $2.9M
Laurel Wealth Advisors LLC 0.43% Add +2.6% 13,280 $2.9M
Garden State Investment Advisory Services LLC 0.77% Reduce -5.5% 13,247 $2.9M
Shapiro Capital Management LLC 0.13% Add +83.7% 13,225 $2.9M
Nicholas Hoffman & Company, LLC. 0.07% Add +1.5% 13,189 $2.8M
Visionary Wealth Advisors 0.14% Reduce -3.8% 13,076 $2.8M
Anchor Capital Advisors LLC 0.08% Reduce -14.8% 13,040 $2.8M
Legacy Edge Advisors, LLC 0.38% Reduce -37.0% 13,036 $2.8M
Chris Bulman Inc 1.60% Reduce -45.5% 13,022 $2.8M
Willis Johnson & Associates, Inc. 0.19% Reduce -1.9% 12,982 $2.8M
Obsidian Cio, LLC 0.41% New 12,967 $2.8M
Schonfeld Strategic Advisors LLC 0.02% Add +686.2% 12,839 $2.8M
Godshalk Welsh Capital Management, Inc. 1.70% No change 12,762 $2.8M
Legacy Trust 0.67% Reduce -59.2% 12,725 $2.7M
Auour Investments LLC 0.94% Reduce -6.5% 12,700 $2.7M
REDW Wealth LLC 1.09% Add +0.9% 12,672 $2.7M
GC Wealth Management RIA, LLC 0.22% Add +0.3% 12,646 $2.7M
Bouchey Financial Group, Ltd. 0.23% No change 12,630 $2.7M
Apollon Wealth Management, LLC 0.05% Reduce -7.6% 12,552 $2.7M
Seamount Financial Group Inc. 1.39% Add +15.9% 12,544 $2.7M
Tanager Wealth Management LLP 0.32% Add +278.3% 12,518 $2.7M
Tandem Financial, LLC 2.53% Add +163.5% 12,472 $2.7M
Quadcap Wealth Management, LLC 0.34% Add +2.7% 12,444 $2.7M
Wedbush Securities Inc. 0.09% Reduce -12.3% 12,405 $2.7M
Cornerstone Advisors Asset Management, LLC 0.51% Add +34.0% 12,330 $2.7M
LifeSteps Financial, Inc. 1.83% Add +0.8% 12,315 $2.7M
Pines Wealth Management, LLC 0.94% Add +1.1% 11,904 $2.7M
Cahill Financial Advisors Inc. 0.33% Add +0.2% 12,301 $2.7M
Diversified Enterprises, LLC 0.20% Reduce -14.6% 12,248 $2.6M
Leavell Investment Management, Inc. 0.12% Reduce -0.3% 12,239 $2.6M
Atlantic Union Bankshares Corp 0.06% Add +516.2% 12,231 $2.6M
Arbor Trust Wealth Advisors, LLC 1.29% Reduce -1.4% 12,221 $2.6M
Cadent Capital Advisors, LLC 0.86% New 12,181 $2.6M
Alley Investment Management Company, LLC 0.32% No change 12,179 $2.6M
New England Asset Management Inc. 0.43% Reduce -10.5% 12,150 $2.6M
Wedmont Private Capital 0.11% Reduce -3.3% 11,722 $2.6M
Quadrant Capital Group LLC 0.09% Add +6.3% 12,095 $2.6M
Gryphon Financial Partners LLC 0.34% Add +7.2% 12,083 $2.6M
Chesapeake Wealth Management 0.87% Add +0.9% 12,078 $2.6M
LGL Partners, LLC 1.16% Add +0.3% 11,847 $2.6M
Bedel Financial Consulting, Inc. 0.35% Reduce -5.0% 12,027 $2.6M
Benjamin Edwards Inc. 0.03% Reduce -0.2% 11,989 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.06% Add +5.5% 11,924 $2.6M
Earnest Partners LLC 0.01% Reduce -58.9% 11,914 $2.6M
American National Bank & Trust 0.26% Add +52.7% 11,874 $2.6M
3Chopt Investment Partners, LLC 0.61% Reduce -2.0% 11,801 $2.5M
AlphaCore Capital LLC 0.10% Add +94.9% 11,745 $2.5M
Apella Capital, LLC 0.07% Add +6.6% 11,366 $2.5M
Western Wealth Management, LLC 0.15% No change 11,523 $2.5M
Essex Financial Services, Inc. 0.16% Add +6.2% 11,519 $2.5M
Gerber Kawasaki Wealth & Investment Management 0.10% Add +1.5% 11,503 $2.5M
American Institute for Advanced Investment Management, LLP 1.75% Reduce -1.8% 11,479 $2.5M
Provenance Wealth Advisors, LLC 0.35% Reduce -15.3% 11,452 $2.5M
Menora Mivtachim Holdings LTD. 0.01% Add +15.1% 11,446 $2.5M
Annandale Capital, LLC 0.45% Reduce -77.2% 11,400 $2.5M
Trivium Point Advisory, LLC 0.27% New 11,388 $2.5M
Great Valley Advisor Group, Inc. 0.05% Reduce -10.7% 11,383 $2.5M
Cannon Advisors, Inc. 1.97% Add +10.6% 11,314 $2.4M
Simplicity Wealth,LLC 0.10% Add +23.2% 11,211 $2.4M
Miller Financial Services LLC 3.07% Add +1.5% 11,173 $2.4M
Bantamac Capital, LLC 0.86% No change 11,156 $2.4M
Clientfirst Wealth Management, LLC 2.46% Reduce -3.6% 11,153 $2.4M
Genesee Capital Advisors, LLC 1.08% Reduce -1.9% 11,142 $2.4M
Forte Asset Management LLC 1.22% Reduce -22.1% 11,130 $2.4M
Allodium Investment Consultants, LLC 1.51% Reduce -0.9% 11,084 $2.4M
Pacific Capital Wealth Advisors, Inc. 0.44% Reduce -41.8% 10,864 $2.4M
Jessup Wealth Management, Inc 0.95% Reduce -6.0% 10,922 $2.4M
AdvisorNet Financial, Inc 0.15% Reduce -10.7% 10,903 $2.4M
Oxford Financial Group, LTD. LLC 0.14% Add +0.3% 10,861 $2.3M
Matrix Asset Advisors Inc. 0.24% Add +1.2% 10,847 $2.3M
Moody National Bank Trust Division 0.21% No change 10,822 $2.3M
Sachem Hill LLC 0.47% Reduce -1.1% 10,785 $2.3M
Life Line Wealth Management LLC 0.75% Add +0.3% 10,776 $2.3M
Radnor Capital Management, LLC 0.37% No change 10,763 $2.3M
Claro Advisors Inc. 0.38% Add +0.1% 10,761 $2.3M
Founders Grove Wealth Partners, LLC 0.58% Reduce -5.6% 10,730 $2.3M
Associated Banc-Corp 0.07% Reduce -12.7% 10,681 $2.3M
Johnson Financial Group, Inc. 0.10% Add +4.2% 10,618 $2.3M
Westmount Partners, LLC 0.63% Reduce -1.6% 10,577 $2.3M
NorthRock Partners, LLC 0.06% Add +62.1% 10,555 $2.3M
IPG Investment Advisors LLC 0.44% Add +46.7% 10,552 $2.3M
Revolve Wealth Partners, LLC 0.30% Reduce -12.8% 10,522 $2.3M
Foundation Wealth Management, LLC\PA 0.98% Reduce -0.3% 10,502 $2.3M
Northeast Financial Group, Inc. 0.72% Add +72.5% 10,493 $2.3M
Private Wealth Advisors, LLC 0.89% Reduce -37.9% 10,462 $2.3M
Spinnaker Trust 0.14% Add +0.0% 10,457 $2.3M
PFG Investments, LLC 0.13% Reduce -17.1% 10,392 $2.2M
Harvest Investment Services, LLC 0.50% Add +63.3% 10,342 $2.2M
Nicolet Bankshares Inc. 0.39% No change 10,338 $2.2M
Lanark Financial, Inc. 0.18% Reduce -0.2% 10,318 $2.2M
Farmers Trust Co. 0.41% Reduce -13.6% 10,276 $2.2M
Frederick Financial Consultants, LLC 1.37% Add +18.6% 10,239 $2.2M
GEM Asset Management, LLC 1.13% Add +4.8% 10,054 $2.2M
Moloney Securities Asset Management, LLC 0.27% Reduce -3.0% 10,224 $2.2M
Abbot Financial Management, Inc. 1.02% Reduce -16.9% 10,221 $2.2M
10Elms LLP 2.43% Add +6.8% 10,162 $2.2M
Corundum Group, Inc. 0.96% Reduce -37.2% 10,078 $2.2M
Viewpoint Capital Management LLC 1.07% Add +1.8% 10,063 $2.2M
Quattro Financial Advisors LLC 0.76% No change 10,000 $2.2M
Cavalier Investments, LLC 0.65% Reduce -82.9% 9,995 $2.2M
Peregrine Asset Advisers, Inc. 0.67% No change 9,976 $2.2M
Campbell Capital Management Inc. 0.84% New 9,973 $2.2M
Sender Co & Partners, Inc. 0.61% New 9,962 $2.1M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -3.5% 9,895 $2.1M
Weaver Consulting Group 0.59% Reduce -13.7% 9,879 $2.1M
Vident Advisory, LLC 0.02% Reduce -23.5% 9,827 $2.1M
Ascent Capital Management, LLC 1.88% Add +18.6% 9,823 $2.1M
Nwam LLC 0.12% Add +44.0% 9,746 $2.1M
Allie Family Office LLC 1.04% Reduce -14.2% 9,734 $2.1M
Essex Bank 0.50% Reduce -1.1% 9,734 $2.1M
Heritage Family Offices, LLP 1.06% Reduce -0.0% 10,472 $2.1M
Evernest Financial Advisors, LLC 0.68% Add +50.2% 9,711 $2.1M
Riverpoint Wealth Management Holdings, LLC 0.49% Add +29.3% 9,676 $2.1M
Opus Capital Group, LLC 0.25% Reduce -1.1% 9,662 $2.1M
Athena Investment Management 1.16% No change 9,638 $2.1M
Capitol Family Office, Inc. 2.71% Reduce -5.5% 9,624 $2.1M
Hirtle & Co., LLC 0.09% No change 9,580 $2.1M
Clear Harbor Asset Management, LLC 0.16% Reduce -57.5% 9,565 $2.1M
Beirne Wealth Consulting Services, LLC 0.67% Add +347.2% 9,547 $2.1M
Kingswood Wealth Advisors, LLC 0.16% Reduce -9.8% 9,466 $2.0M
K.J. Harrison & Partners Inc 0.34% No change 9,458 $2.0M
Ameritas Advisory Services, LLC 0.11% Reduce -35.9% 9,455 $2.0M
Mechanics Financial Corp 0.87% Reduce -2.0% 9,447 $2.0M
Algert Global LLC 0.04% Reduce -46.4% 9,445 $2.0M
Keel Point, LLC 0.13% Add +54.9% 9,433 $2.0M
Tradition Wealth Management, LLC 0.16% Reduce -1.8% 9,431 $2.0M
jvl associates llc 0.73% No change 9,416 $2.0M
Gridiron Partners, LLC 1.25% No change 9,346 $2.0M
Eldridge Investment Advisors, Inc. 0.42% Reduce -6.2% 9,328 $2.0M
GWN Securities Inc. 0.37% Reduce -67.8% 9,290 $2.0M
Thompson Siegel & Walmsley LLC 0.03% Reduce -0.8% 9,296 $2.0M
Absolute Capital Management, LLC 1.01% Add +0.3% 9,282 $2.0M
Carrera Capital Advisors 0.40% Add +1.4% 9,255 $2.0M
Glen Eagle Advisors, LLC 0.31% Reduce -0.9% 9,250 $2.0M
Hollencrest Capital Management 0.09% Add +1.3% 9,202 $2.0M
Lyell Wealth Management, LP 0.16% Reduce -14.2% 9,192 $2.0M
Cornerstone Wealth Management, LLC 0.12% Add +19.8% 9,186 $2.0M
Advisor OS, LLC 0.20% Reduce -5.0% 9,184 $2.0M
J. Goldman & Co LP 0.06% Reduce -78.4% 9,162 $2.0M
Saxon Interests, Inc. 0.92% No change 9,884 $2.0M
Tempus Wealth Planning, LLC 0.49% Reduce -2.7% 9,108 $2.0M
Dagco, Inc. 0.55% Reduce -4.3% 9,084 $2.0M
PKS Advisory Services, LLC 0.48% Reduce -1.2% 9,083 $2.0M
Mathes Company, Inc. 0.73% Reduce -2.7% 9,080 $2.0M
Jackson, Grant Investment Advisers, Inc. 0.72% Add +0.3% 9,063 $2.0M
KKM Financial LLC 0.68% Reduce -0.6% 8,879 $1.9M
Nixon Peabody Trust Co. 0.15% Reduce -2.3% 8,995 $1.9M
Oakwell Private Wealth Management, LLC 0.45% Add +2.3% 8,986 $1.9M
BLKBRD Asset Management, LP 1.09% New 8,967 $1.9M
Consilio Wealth Advisors, LLC 0.69% New 8,977 $1.9M
Indiana Trust & Investment Management Co 0.64% Reduce -3.0% 8,942 $1.9M
Cosner Financial Group, LLC 1.07% Add +16.2% 8,934 $1.9M
Legacy Bridge, LLC 0.91% Reduce -3.9% 8,894 $1.9M
Atria Investments, Inc 0.02% Reduce -30.9% 8,854 $1.9M
Sage Capital Advisors,llc 0.47% No change 8,842 $1.9M
Seneca Financial Advisors LLC 0.73% Add +1.1% 8,834 $1.9M
Empirical Asset Management, LLC 0.59% Add +13.6% 8,819 $1.9M
GenTrust, LLC 0.09% Reduce -29.7% 8,802 $1.9M
Advisors Management Group Inc. 0.36% Add +0.2% 8,779 $1.9M
Ballast Advisors LLC 0.56% Add +1.0% 8,769 $1.9M
SageView Advisory Group, LLC 0.07% Add +62.3% 8,437 $1.9M
Valmark Advisers, Inc. 0.03% Reduce -18.6% 8,738 $1.9M
Nomura Asset Management Co. Ltd. 0.01% No change 8,730 $1.9M
Paragon Capital Management LLC 0.97% Add +0.2% 8,717 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Reduce -12.9% 8,696 $1.9M
Optimum Investment Advisors 0.81% Add +0.3% 8,668 $1.9M
Moneco Advisors, LLC 0.17% Reduce -3.5% 8,665 $1.9M
Lombard Odier Asset Management (USA) Corp 0.58% New 8,663 $1.9M
BG Investment Services, LLC 2.34% Reduce -31.2% 8,663 $1.9M
Sunbelt Securities, Inc. 0.16% Add +5.1% 8,406 $1.9M
Caliber Wealth Management, LLC / KS 0.20% Reduce -25.6% 8,597 $1.9M
DBK Financial Counsel, LLC 1.68% Reduce -0.3% 8,589 $1.9M
Trust Point Inc. 0.17% Reduce -18.4% 8,587 $1.9M
Fca Corp. 0.55% Add +3.1% 8,585 $1.9M
Clarius Group, LLC 0.11% Reduce -5.5% 8,542 $1.8M
Bluespring Wealth Management, LLC 0.17% Reduce -0.8% 8,529 $1.8M
Lakeshore Financial Planning, Inc. 0.74% Reduce -0.3% 8,512 $1.8M
Atticus Wealth Management, LLC 0.50% Reduce -17.3% 8,498 $1.8M
HBK Sorce Advisory LLC 0.05% Add +48.5% 8,487 $1.8M
Sterling Investment Advisors LLC 0.95% Add +5.2% 8,493 $1.8M
Annis Gardner Whiting Capital Advisors, LLC 0.63% No change 8,473 $1.8M
Vontobel Holding Ltd. 0.01% Reduce -61.5% 8,468 $1.8M
Bensler, LLC 0.20% Reduce -3.2% 8,424 $1.8M
Csenge Advisory Group 0.10% Add +36.0% 8,812 $1.8M
Choate Investment Advisors 0.04% Reduce -6.2% 8,365 $1.8M
1834 Investment Advisors Co. 0.23% Reduce -0.7% 8,334 $1.8M
My Legacy Advisors, LLC 0.64% Add +339.1% 7,974 $1.8M
Relyea Zuckerberg Hanson LLC 0.21% Add +4.1% 8,282 $1.8M
T. Rowe Price Associates Inc. 0.00% Reduce -10.9% 8,280 $1.8M
Salus Financial Advisors, LLC 1.20% Reduce -1.4% 8,274 $1.8M
MassMutual Private Wealth & Trust, FSB 0.05% Add +10.7% 8,265 $1.8M
Topsail Wealth Management, LLC 0.33% Add +6.5% 8,256 $1.8M
Kavar Capital Partners Group, LLC 0.25% No change 8,213 $1.8M
Moors & Cabot, Inc. 0.08% Reduce -5.3% 8,199 $1.8M
Apriem Advisors 0.19% Add +6.6% 8,171 $1.8M
Bristlecone Advisors, LLC 0.15% Reduce -31.4% 8,126 $1.8M
Mizuho Markets Americas LLC 0.06% Add +44.2% 8,126 $1.8M
LVW Advisors, LLC 0.20% Reduce -19.3% 8,076 $1.7M
Builder Investment Group Inc. 0.43% Reduce -1.5% 8,065 $1.7M
Archford Capital Strategies, LLC 0.22% Add +1.3% 8,046 $1.7M
CJM Wealth Advisers, Ltd. 0.58% No change 8,045 $1.7M
Evelyn Partners Asset Management Ltd 0.44% Add +0.1% 8,043 $1.7M
Abacus Planning Group, Inc. 0.26% No change 8,030 $1.7M
Greenwich Wealth Management LLC 0.08% Reduce -0.2% 7,999 $1.7M
HM Payson & Co. 0.03% Reduce -1.0% 7,983 $1.7M
Pettyjohn, Wood & White, Inc. 0.31% Add +2.2% 7,980 $1.7M
Davis R M Inc. 0.03% Reduce -3.1% 7,961 $1.7M
Chatham Capital Group, Inc. 0.26% Reduce -4.8% 7,960 $1.7M
Southern Capital Advisors, LLC 0.88% Add +7.8% 7,927 $1.7M
Miller Investment Management, LP 0.18% No change 7,898 $1.7M
Powell Investment Advisors, LLC 0.64% Add +31.1% 7,844 $1.7M
Financial Synergies Wealth Advisors, Inc. 0.18% Add +0.0% 7,796 $1.7M
Tsfg, LLC 0.30% Reduce -1.4% 7,791 $1.7M
Aspen Capital Management, LLC 0.47% Add +0.3% 7,787 $1.7M
Engineers Gate Manager LP 0.02% New 7,775 $1.7M
Grove Bank & Trust 0.21% Reduce -7.0% 7,749 $1.7M
North Star Investment Management Corp. 0.12% Reduce -9.8% 7,731 $1.7M
Sonata Capital Group Inc. 0.67% Add +0.2% 7,732 $1.7M
Ethos Financial Group, LLC 0.14% Reduce -22.1% 7,701 $1.7M
Petros Family Wealth, LLC 1.51% Add +7.3% 7,655 $1.7M
May Hill Capital, LLC 0.54% Reduce -9.8% 7,640 $1.6M
Sunflower Bank, N.A. 0.42% Reduce -1.1% 7,627 $1.6M
L.M. Kohn & Company 0.44% Reduce -9.2% 7,625 $1.6M
Shelton Wealth Management, LLC 0.83% Add +2.0% 7,614 $1.6M
Fagan Associates, Inc. 0.25% Add +0.3% 7,570 $1.6M
Harbor Investment Advisory, LLC 0.15% Reduce -3.0% 7,551 $1.6M
Focus Financial Network, Inc. 0.06% Add +9.5% 7,545 $1.6M
Sageworth Trust Co of South Dakota 1.76% No change 7,537 $1.6M
LS Investment Advisors, LLC 0.24% Reduce -4.4% 7,508 $1.6M
Ping Capital Management, Inc. 0.92% Reduce -12.8% 7,500 $1.6M
Belmont Capital, LLC 0.25% No change 7,500 $1.6M
Perennial Investment Advisors, LLC 0.16% Add +7.7% 7,468 $1.6M
Wealth Architects, LLC 0.16% Add +173.8% 7,459 $1.6M
KMG Fiduciary Partners, LLC 0.12% Add +0.1% 7,440 $1.6M
Osborne Partners Capital Management, LLC 0.09% Reduce -1.1% 7,436 $1.6M
Veracity Capital LLC 0.56% Reduce -3.1% 7,432 $1.6M
Clare Market Investments LLC 0.36% New 7,420 $1.6M
Delos Wealth Advisors, LLC 1.25% Reduce -5.6% 7,391 $1.6M
Amica Mutual Insurance Co. 0.15% No change 7,371 $1.6M
Financial Advisors, LLC 0.29% No change 7,341 $1.6M
Lifestyle Asset Management, Inc. 0.74% Add +3.8% 7,338 $1.6M
Marathon Trading Investment Management LLC 0.97% Add +1360.0% 7,300 $1.6M
Legal & General Group Plc 0.00% Reduce -42.6% 7,267 $1.6M
Morangie Management LLC 1.36% Reduce -4.7% 7,242 $1.6M
Game Plan Financial Advisors, LLC 0.68% Add +63.8% 7,238 $1.6M
Americana Partners, LLC 0.05% Add +265.7% 7,223 $1.6M
Brand Asset Management Group, Inc. 0.58% Add +4.1% 7,192 $1.6M
Red Tortoise LLC 0.76% Add +0.0% 7,181 $1.5M
Kelly Financial Group LLC 0.45% Reduce -49.6% 7,179 $1.5M
Wakefield Asset Management LLLP 0.43% Add +3.3% 7,174 $1.5M
Disciplined Investments, LLC 0.65% Reduce -6.2% 7,158 $1.5M
Redhawk Wealth Advisors, Inc. 0.19% Add +279.5% 7,139 $1.5M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -10.0% 7,125 $1.5M
RFG Advisory, LLC 0.04% Reduce -31.1% 7,122 $1.5M
GAMCO Investors 0.02% New 7,111 $1.5M
Plum Street Advisors, LLC 0.68% Add +4.0% 7,103 $1.5M
Orca Investment Management, LLC 1.38% Add +0.2% 7,102 $1.5M
Rothschild Investment LLC 0.10% Reduce -2.0% 7,083 $1.5M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -0.8% 7,075 $1.5M
IFG Advisors, LLC 0.26% Add +0.3% 7,061 $1.5M
Avantax Planning Partners, Inc. 0.05% Add +3.0% 7,050 $1.5M
Lazard Asset Management LLC 0.00% Reduce -59.5% 7,039 $1.5M
Mather Group, Llc. 0.02% Reduce -3.2% 7,012 $1.5M
Patriot Investment Management Group, Inc. 0.10% No change 6,993 $1.5M
Nishkama Capital, LLC 0.25% New 6,987 $1.5M
Azimuth Capital Investment Management LLC 0.06% Reduce -12.3% 6,971 $1.5M
Pointe Capital Management LLC 0.78% Add +3.9% 6,967 $1.5M
Mosaic Financial Group, LLC 1.15% Reduce -7.9% 6,963 $1.5M
Adapt Wealth Advisors, LLC 0.67% Reduce -7.4% 6,961 $1.5M
Fonville Wealth Management LLC 0.38% Reduce -3.1% 6,944 $1.5M
Garde Capital, Inc. 0.08% Reduce -5.9% 6,894 $1.5M
Bricktown Capital, LLC 0.27% No change 6,891 $1.5M
Paces Ferry Wealth Advisors, LLC 0.68% Reduce -7.8% 6,884 $1.5M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -12.3% 6,868 $1.5M
Intrepid Financial Planning Group LLC 0.62% Add +0.1% 6,853 $1.5M
Childress Capital Advisors, LLC 0.37% No change 6,836 $1.5M
Ayalon Insurance Comp Ltd. 0.42% No change 6,798 $1.5M
Chicago Capital, LLC 0.04% Reduce -1.4% 6,762 $1.5M
Circle Wealth Management, LLC 0.03% Reduce -10.9% 6,749 $1.5M
Orgel Wealth Management, LLC 0.03% Add +2.0% 6,715 $1.4M
Nuveen, LLC 0.00% Add +7.0% 9,178 $1.4M
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 6,701 $1.4M
Keystone Wealth Services, LLC 0.35% Reduce -0.3% 6,693 $1.4M
Future Fund LLC 0.64% New 6,651 $1.4M
Infrastructure Capital Advisors, LLC 0.23% Add +281.1% 6,638 $1.4M
Money Concepts Capital Corp. 0.10% Add +98.6% 6,630 $1.4M
Enclave Advisors LLC 0.23% Reduce -1.8% 6,589 $1.4M
Sage Rhino Capital LLC 0.30% No change 6,580 $1.4M
Rwa Wealth Partners, LLC 0.02% Add +6.0% 6,570 $1.4M
Hunting Hill Global Capital, LLC 0.77% Add +84.6% 6,560 $1.4M
WealthShield Partners, LLC 0.17% Reduce -7.8% 6,558 $1.4M
Union Bancaire Privee, UBP SA 0.02% Reduce -28.0% 6,682 $1.4M
626 Financial, LLC 0.66% Reduce -0.9% 6,529 $1.4M
Fiducient Advisors LLC 0.17% Add +1.8% 6,523 $1.4M
BankPlus Trust Department 0.42% Reduce -18.5% 6,511 $1.4M
Fsa Wealth Partners, Inc. 0.68% Reduce -1.9% 6,502 $1.4M
Allen Investment Management, LLC 0.02% No change 6,500 $1.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +9.4% 6,503 $1.4M
Mittelman Wealth Management 1.18% Add +36.0% 6,478 $1.4M
Maxele Advisors, LLC 1.22% Reduce -2.6% 6,467 $1.4M
IAM Advisory, LLC 0.33% Add +3.3% 6,437 $1.4M
Steel Grove Capital Advisors, LLC 0.16% No change 6,428 $1.4M
Signal Tree Financial Partners LLC 1.19% New 6,422 $1.4M
Cornerstone Wealth Group, LLC 0.10% Reduce -51.5% 6,415 $1.4M
SigFig Wealth Management, LLC 0.05% Reduce -3.5% 6,362 $1.4M
Hudson Bay Capital Management LP 0.01% Reduce -99.5% 6,351 $1.4M
MV Capital Management, Inc. 0.14% Reduce -24.3% 6,343 $1.4M
Betterment LLC 0.00% Add +7.2% 6,315 $1.4M
Total Clarity Wealth Management, Inc. 0.39% Reduce -55.9% 6,297 $1.4M
Transcend Capital Advisors, LLC 0.11% Reduce -26.5% 6,288 $1.4M
Bare Financial Services, Inc 0.46% Reduce -27.9% 6,287 $1.4M
Farmers National Bank 0.36% No change 6,263 $1.4M
Petix & Botte Co 0.33% Reduce -5.4% 6,254 $1.3M
Consolidated Portfolio Review Corp 0.19% Reduce -4.2% 6,250 $1.3M
Avior Wealth Management, LLC 0.05% Reduce -2.8% 6,348 $1.3M
CX Institutional 0.05% Reduce -15.8% 6,247 $1.3M
Cambridge Advisors Inc. 0.28% Reduce -0.6% 6,237 $1.3M
Gradient Capital Advisors, LLC 0.40% Reduce -16.3% 6,231 $1.3M
Teachers Insurance & Annuity Association of America 1.68% No change 6,225 $1.3M
Community Bank, N.A. 0.18% Reduce -2.8% 6,224 $1.3M
Constant Guidance Financial LLC 1.35% New 6,220 $1.3M
SlateStone Wealth, LLC 0.13% Reduce -0.1% 6,206 $1.3M
Boston Family Office LLC 0.09% Reduce -2.7% 6,203 $1.3M
MBL Wealth, LLC 0.13% Reduce -6.6% 6,202 $1.3M
Planned Solutions, Inc. 0.51% Reduce -11.4% 6,201 $1.3M
MWA Asset Management 0.82% Reduce -40.2% 6,196 $1.3M
Lunt Capital Management, Inc. 0.51% Add +157.4% 6,194 $1.3M
Waldron Private Wealth LLC 0.06% Add +7.1% 6,189 $1.3M
Resurgent Financial Advisors LLC 0.73% Add +336.1% 6,171 $1.3M
Confluence Wealth Services, Inc. 0.07% Add +9.2% 6,165 $1.3M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -73.7% 6,149 $1.3M
Grassi Investment Management 0.11% Reduce -8.6% 6,132 $1.3M
St Germain D J Co. Inc. 0.06% Add +0.5% 6,111 $1.3M
Caxton Associates LLP 0.03% Reduce -28.3% 6,075 $1.3M
Principal Securities, Inc. 0.02% Reduce -61.4% 6,069 $1.3M
Ancora Advisors LLC 0.03% Reduce -2.3% 6,049 $1.3M
Shay Capital LLC 0.30% New 6,016 $1.3M
Highland Capital Management, LLC 0.07% Reduce -2.4% 5,997 $1.3M
Edge Financial Advisors LLC 0.68% Reduce -17.5% 5,932 $1.3M
Bernard Wealth Management Corp. 0.60% Add +0.8% 5,976 $1.3M
Ellenbecker Investment Group 0.21% Add +0.2% 5,972 $1.3M
MIdWestOne Financial Group, Inc. 0.17% Reduce -0.8% 5,969 $1.3M
Morris Financial Concepts, Inc. 0.51% Add +44.1% 5,943 $1.3M
Matauro, LLC 0.24% Reduce -12.6% 5,919 $1.3M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -1.3% 5,909 $1.3M
Segment Wealth Management, LLC 0.08% No change 5,896 $1.3M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% Reduce -8.5% 5,892 $1.3M
Activest Wealth Management 0.31% Add +19.7% 5,889 $1.3M
Wealth Watch Advisors, INC 0.73% Add +3.6% 5,881 $1.3M
Arax Advisory Partners 0.06% Reduce -26.9% 2,355 $1.3M
Eagle Harbor Asset Management Inc. 1.22% No change 5,860 $1.3M
Penobscot Investment Management Company, Inc. 0.11% Reduce -30.0% 5,837 $1.3M
Monetary Management Group Inc. 0.31% Reduce -2.1% 5,815 $1.3M
Richmond Investment Services, LLC 0.27% Add +122.2% 5,814 $1.3M
Fogel Capital Management, Inc. 0.67% New 5,803 $1.3M
CWC Advisors, LLC. 0.65% Add +1.4% 5,795 $1.3M
Pure Financial Advisors, LLC 0.02% Add +66.8% 5,781 $1.2M
Objective Capital Management, LLC 1.40% Add +4.3% 5,774 $1.2M
NBW Capital LLC 0.27% Add +36.7% 5,759 $1.2M
Guyasuta Investment Advisors Inc. 0.08% No change 5,717 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.09% Add +0.1% 5,701 $1.2M
Intellectus Partners, LLC 0.27% Reduce -5.0% 5,695 $1.2M
Runnymede Capital Advisors, Inc. 1.13% No change 5,688 $1.2M
Richard W. Paul & Associates, LLC 0.44% Add +5.7% 5,679 $1.2M
Arcadia Investment Management Corp. 0.20% Reduce -0.4% 5,656 $1.2M
Good Life Advisors, LLC 0.08% Reduce -3.3% 5,654 $1.2M
Credit Industriel Et Commercial 0.26% New 5,643 $1.2M
First Business Financial Services, Inc. 0.11% Reduce -4.7% 5,642 $1.2M
Coordinated Financial Services, Inc. 0.85% — 5,630 $1.2M
LaSalle St. Investment Advisors, LLC 0.33% Add +27.3% 5,613 $1.2M
Florida Trust Wealth Management Co 0.04% Reduce -15.2% 5,581 $1.2M
Avestar Capital, LLC 0.09% Add +7.7% 5,580 $1.2M
Tyche Wealth Partners LLC 0.24% Reduce -2.7% 5,566 $1.2M
EFG Asset Management (Americas) Corp. 0.22% Add +0.1% 5,556 $1.2M
Riverbridge Partners LLC 0.02% Add +135.5% 5,554 $1.2M
Eq LLC 0.46% Reduce -8.3% 5,547 $1.2M
Westwood Holdings Group Inc. 0.01% Reduce -0.1% 5,544 $1.2M
Tortoise Investment Management, LLC 0.11% Reduce -5.0% 5,532 $1.2M
Baldwin Wealth Partners LLC 0.08% Reduce -1.6% 5,517 $1.2M
CENTRAL TRUST Co 0.03% Add +5.5% 5,470 $1.2M
Townsquare Capital LLC 0.11% Reduce -77.6% 5,466 $1.2M
Berkshire Money Management, Inc. 0.12% Reduce -94.2% 5,444 $1.2M
Summit Financial Strategies, Inc. 0.11% Reduce -0.2% 5,441 $1.2M
Stephenson & Company, Inc. 0.71% No change 5,421 $1.2M
Calamos Wealth Management LLC 0.05% Reduce -38.6% 5,415 $1.2M
Savvy Advisors, Inc. 0.08% Reduce -8.3% 5,394 $1.2M
Verus Capital Partners, LLC 0.10% Reduce -0.4% 5,379 $1.2M
Excalibur Management Corp. 0.43% Add +4.3% 5,369 $1.2M
Stonebridge Capital Advisors LLC 0.09% Reduce -1.5% 5,352 $1.2M
Cannell & Spears LLC 0.02% Reduce -15.4% 5,315 $1.1M
Intrust Bank NA 0.10% Reduce -3.2% 5,309 $1.1M
Cardiff Park Advisors, LLC 0.10% Reduce -2.6% 5,299 $1.1M
Hickory Point Bank & Trust 0.92% Add +5.6% 5,286 $1.1M
Compass Ion Advisors, LLC 0.12% Add +0.4% 5,284 $1.1M
Pinnacle Bancorp, Inc. 0.35% Reduce -4.3% 5,283 $1.1M
1900 Wealth Management LLC 0.09% Reduce -3.9% 5,280 $1.1M
Huntleigh Advisors, Inc. 0.22% Reduce -0.3% 5,279 $1.1M
DSG Capital Advisors, LLC 0.20% Reduce -20.0% 5,276 $1.1M
Aurelius Family Office LLC 0.54% Reduce -0.9% 5,272 $1.1M
Catalyst Financial Partners LLC 0.12% Reduce -0.7% 5,267 $1.1M
Breed's Hill Capital LLC 0.55% No change 5,260 $1.1M
Retirement Planning Group, LLC 0.05% Reduce -6.0% 5,233 $1.1M
Soltis Investment Advisors LLC 0.09% Reduce -11.6% 5,218 $1.1M
17 Capital Partners, LLC 0.65% Add +6.2% 5,216 $1.1M
Neumann Capital Management, LLC 0.35% No change 5,208 $1.1M
Ironwood Investment Counsel, LLC 0.17% Add +182.8% 5,189 $1.1M
Journey Strategic Wealth LLC 0.04% Add +332.4% 5,184 $1.1M
PUREfi Wealth, LLC 0.89% Reduce -6.2% 5,173 $1.1M
Cascade Financial Partners, LLC 0.13% Reduce -13.1% 5,172 $1.1M
Colorado Capital Management, Inc. 0.48% Reduce -1.6% 5,169 $1.1M
Silverleafe Capital Partners, LLC 0.39% Reduce -13.9% 5,169 $1.1M
Cape Ann Savings Bank 0.67% Reduce -5.5% 5,165 $1.1M
Matrix Private Capital Group LLC 0.65% Reduce -2.5% 5,160 $1.1M
Cypress Wealth Services, LLC 0.20% Add +298.1% 5,148 $1.1M
Koshinski Asset Management, Inc. 0.08% Add +22.4% 5,148 $1.1M
Aprio Wealth Management, LLC 0.13% Reduce -9.4% 5,147 $1.1M
Charter Oak Capital Management, LLC 0.09% Reduce -6.1% 5,138 $1.1M
CM Wealth Advisors LLC 0.33% Reduce -7.2% 5,131 $1.1M
Evanson Asset Management, LLC 0.07% Reduce -0.3% 5,092 $1.1M
Lifeworks Advisors, LLC 0.16% Reduce -4.9% 5,085 $1.1M
Blue Trust, Inc. 0.01% Reduce -0.4% 5,083 $1.1M
LCNB Corp. 0.38% Reduce -2.4% 5,064 $1.1M
Horan Securities, Inc. 0.38% Add +0.6% 5,053 $1.1M
McDonald Partners LLC 0.26% Add +4.8% 5,027 $1.1M
Whitegate Investment Counselors, Inc. 0.37% No change 5,038 $1.1M
Naples Global Advisors, LLC 0.09% Add +1.3% 5,035 $1.1M
Saxony Capital Management, LLC 0.83% New 5,031 $1.1M
Alamea Verwaltungs GmbH 0.82% No change 5,025 $1.1M
Key Financial Inc 0.22% Add +3.5% 5,016 $1.1M
Toth Financial Advisory Corp. 0.13% Add +100.8% 5,007 $1.1M
Galilei Investment Office LLP 0.55% No change 5,000 $1.1M
Corvex Management LP 0.05% Reduce -33.3% 5,000 $1.1M
Plancorp, LLC 0.04% Reduce -1.2% 4,997 $1.1M
Parker Financial LLC 0.47% Reduce -5.7% 4,996 $1.1M
Lowery Thomas, LLC 0.69% Add +4.5% 4,991 $1.1M
Pitti Group Wealth Management, LLC 0.93% Reduce -5.0% 4,985 $1.1M
STAR Financial Bank 0.68% Reduce -1.9% 4,969 $1.1M
Fragasso Financial Advisors Inc 0.07% Reduce -1.1% 4,944 $1.1M
Washington Capital Management, Inc. 0.79% Add +138.0% 4,939 $1.1M
Obermeyer Wealth Partners 0.05% Reduce -1.9% 4,935 $1.1M
Camelot Technology Advisors, Inc. 0.92% Add +0.3% 4,911 $1.1M
Old North State Trust, LLC 0.72% Reduce -50.3% 4,872 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -1.3% 4,860 $1.0M
Middleton & Co. Inc. 0.12% Reduce -18.5% 4,855 $1.0M
Zions Bancorporation, National Association 0.06% No change 4,848 $1.0M
SOA Wealth Advisors, LLC. 0.19% Reduce -54.5% 66,134 $1.0M
White Pine Capital LLC 0.33% Add +0.4% 4,835 $1.0M
D L Carlson Investment Group Inc. 0.19% Reduce -30.6% 4,827 $1.0M
Regal Investment Advisors LLC 0.08% Reduce -7.0% 4,808 $1.0M
Alphadyne Asset Management LP 3.15% New 4,806 $1.0M
McClarren Financial Advisors, Inc. 0.67% Reduce -4.3% 4,805 $1.0M
Power Wealth Management LLC 0.40% Reduce -3.5% 4,801 $1.0M
Meridian Wealth Advisors, LLC 0.16% New 4,800 $1.0M
MainStreet Investment Advisors LLC 0.14% Reduce -11.5% 4,788 $1.0M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.37% Reduce -1.1% 4,634 $1.0M
HCR Wealth Advisors 0.12% Reduce -2.7% 4,755 $1.0M
Motiv8 Investments LLC 0.63% Reduce -15.4% 4,755 $1.0M
SC&H Financial Advisors, Inc. 0.18% Reduce -0.4% 4,752 $1.0M
Bluefin Capital Management, LLC 0.81% Reduce -90.7% 4,751 $1.0M
First Nebraska Trust Co 0.10% Add +37.7% 4,748 $1.0M
Parthenon LLC 0.12% Reduce -2.1% 4,747 $1.0M
Philadelphia Trust Co. 0.08% No change 4,743 $1.0M
Silver Oak Securities, Incorporated 0.08% Add +271.9% 4,730 $1.0M
Sightline Wealth Advisors, LLC 0.49% Reduce -7.3% 4,725 $1.0M
Arrowroot Family Office, LLC 0.46% — 4,718 $1.0M
AtlasMark Financial, Inc 0.77% No change 4,700 $1.0M
Moody LYNN Lieberson & Walker, LLC 0.06% Reduce -8.9% 4,673 $1.0M
Global Financial Private Client, LLC 0.38% Add +9.7% 4,655 $1.0M
KCM Investment Advisors LLC 0.03% Reduce -52.5% 4,652 $1.0M
Polymer Capital Management (HK) LTD 0.16% No change 4,640 $1.0M
Great Lakes Advisors, LLC 0.01% Reduce -64.9% 4,613 $996K
Trilogy Capital Inc. 0.05% Reduce -18.5% 4,601 $993K
Penn Capital Management Company, LLC 0.09% Reduce -51.7% 4,595 $992K
Intrua Financial, LLC 0.14% Reduce -62.5% 4,589 $990K
Moisand Fitzgerald Tamayo, LLC 0.13% No change 4,580 $988K
Core Wealth Advisors, Inc. 0.28% Reduce -0.6% 4,579 $988K
Tranquility Partners, LLC 0.35% Reduce -1.0% 4,534 $978K
Advance Capital Management, Inc. 0.04% Reduce -13.5% 4,511 $973K
Caldwell Trust Co 0.10% Add +12.5% 4,500 $971K
Magnolia Capital Advisors LLC 0.24% No change 4,490 $969K
Wellspring Financial Advisors, LLC 0.09% New 4,481 $967K
Tompkins Financial Corp. 0.09% Add +11.9% 4,476 $966K
Integrated Investment Consultants, LLC 0.19% Reduce -27.0% 4,474 $965K
Optima Capital LLC 0.52% New 4,466 $964K
Inspire Advisors, LLC 0.10% Add +6.3% 4,463 $963K
Wealth Dimensions Group, Ltd. 0.21% Add +0.1% 4,444 $959K
Brady Family Wealth, LLC 0.30% Reduce -7.8% 4,443 $959K
Bison Wealth, LLC 0.08% Add +21.7% 4,322 $958K
L & S Advisors Inc 0.11% Add +2.0% 4,417 $953K
Next Capital Management LLC 0.35% Reduce -3.9% 4,417 $953K
Prairie Wealth Advisors, Inc. 0.41% Add +17.2% 4,410 $952K
VeraBank, N.A. 0.19% Add +17.8% 4,406 $951K
Fermata Advisors, LLC 0.25% Reduce -18.9% 4,399 $949K
FDx Advisors, Inc. 0.29% Add +4.9% 4,399 $949K
Well Done, LLC 0.18% Reduce -10.5% 4,398 $949K
Fiera Capital Corp 0.00% Reduce -1.1% 4,397 $949K
Davis Investment Partners, LLC 0.34% Reduce -4.7% 4,352 $948K
JSF Financial, LLC 0.22% Add +2.3% 4,369 $943K
Heritage Wealth Advisors 0.04% Reduce -0.2% 4,361 $941K
Mechanics Bank Trust Department 0.13% Reduce -11.9% 4,355 $940K
Black Swift Group, LLC 0.19% New 4,350 $939K
Morton Brown Family Wealth, LLC 0.29% No change 4,346 $938K
Advisors Capital Management, LLC 0.01% Add +31.6% 4,340 $937K
Atlas Brown,Inc. 0.30% Add +0.0% 4,321 $932K
Collective Family Office LLC 0.24% No change 4,309 $930K
Wealthfront Advisers LLC 0.00% Reduce -6.5% 4,303 $929K
Realta Investment Advisors 0.37% Reduce -15.9% 4,301 $928K
Verum Partners LLC 0.21% Add +0.2% 4,289 $926K
Live Oak Private Wealth LLC 0.14% Add +45.1% 4,289 $926K
Aft, Forsyth & Company, Inc. 0.47% Reduce -2.2% 4,283 $924K
Pachira Investments Inc. 0.70% No change 4,282 $924K
U.S. Capital Wealth Advisors, LLC 0.03% Reduce -16.2% 4,278 $923K
Broadview Financial Management, LLC 0.63% Reduce -1.4% 4,267 $921K
Blue Sky Capital Consultants Group, Inc. 0.47% Reduce -2.5% 4,264 $920K
FreeGulliver LLC 0.42% Reduce -0.9% 4,262 $920K
Aegis Wealth Management LLC 0.55% No change 4,600 $918K
Mattern Wealth Management LLC 0.19% No change 4,252 $918K
BridgePort Financial Solutions, LLC 0.30% Add +13.4% 4,246 $916K
Bond & Devick Financial Network, Inc. 0.30% Reduce -3.5% 4,237 $914K
Arcus Capital Partners, LLC 0.40% Add +0.6% 4,234 $914K
2UniFi Bank 0.52% Add +15.0% 4,229 $913K
Heck Capital Advisors, LLC 0.08% Reduce -93.2% 4,213 $909K
Debussy Capital Management LP 0.14% Reduce -32.9% 4,209 $908K
Mainstay Capital Management LLC 0.04% Add +100.9% 4,206 $908K
EverSource Wealth Advisors, LLC 0.04% Add +29.2% 4,188 $904K
Freedom Investment Management, Inc. 0.07% Add +29.6% 4,179 $902K
Cedar Wealth Management, LLC 0.31% Add +239.1% 4,178 $902K
General Partner, Inc. 0.53% No change 4,176 $901K
Cedar Mountain Advisors, LLC 0.19% Reduce -3.9% 4,174 $901K
Tyler-Stone Wealth Management 0.14% Reduce -0.1% 4,171 $900K
Bank of New Hampshire 0.22% No change 4,155 $897K
HFG Advisors, Inc. 0.71% Reduce -0.5% 4,154 $896K
Integrity Alliance, Llc. 0.05% Reduce -55.1% 4,148 $895K
Rf&l Wealth Management, LLC 0.58% Add +0.7% 4,141 $894K
Heartwood Wealth Advisors LLC 0.09% No change 4,131 $891K
Elgethun Capital Management 0.18% No change 4,129 $891K
Savior LLC 4.83% Add +13.3% 4,128 $891K
Marshall Financial Group Inc. 0.27% Reduce -0.6% 4,126 $890K
Vista Finance, LLC 0.77% Reduce -5.9% 4,111 $887K
Total Investment Management Inc. 0.13% Reduce -6.0% 4,101 $885K
DKM Wealth Management, Inc. 0.76% Reduce -50.1% 4,078 $880K
CVFG LLC 0.70% Add +19.6% 4,076 $879K
Rockbridge Investment Management, LCC 0.09% No change 4,063 $877K
Angeles Wealth Management, LLC 0.06% Reduce -2.9% 4,059 $876K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.11% Add +16.3% 4,051 $875K
Viawealth, LLC 0.52% Add +2.5% 4,047 $873K
Sprinkle Financial Consultants LLC 0.53% Add +118.3% 4,041 $872K
Milestone Asset Management, LLC 0.18% Reduce -32.7% 4,028 $869K
CacheTech Inc. 0.16% Add +29.2% 4,024 $868K
Townsend Asset Management Corp. /NC/ 0.31% Reduce -7.7% 4,023 $868K
Monograph Wealth Advisors, LLC 0.11% Reduce -10.2% 4,015 $866K
Carlson Capital, L.P. 0.49% New 4,000 $863K
Montgomery Investment Management Inc. 0.33% No change 4,000 $863K
CSM Advisors, LLC 0.03% Reduce -68.8% 4,000 $863K
Signaturefd, LLC 0.01% Reduce -25.0% 3,979 $859K
Sage Mountain Advisors LLC 0.06% Reduce -3.0% 3,964 $855K
Northwest Wealth Management, LLC 0.15% No change 3,949 $852K
SBI Securities Co., Ltd. 0.02% Reduce -4.6% 3,938 $850K
Jackson Hole Capital Partners, LLC 0.15% No change 3,918 $845K
Bienville Capital Management, LLC 0.17% Reduce -45.4% 3,916 $845K
PGIM Custom Harvest LLC 0.02% Reduce -9.9% 3,900 $842K
MidAtlantic Capital Management, Inc. 0.60% No change 3,900 $842K
New England Professional Planning Group Inc. 0.38% Add +84.5% 3,894 $840K
Flagship Private Wealth, LLC 0.36% Reduce -9.3% 3,890 $839K
Brian Low Financial Group, LLC 0.79% — 3,887 $839K
Financial Perspectives, Inc 0.25% Add +22.1% 3,884 $838K
Orin Green Financial, LLC 0.35% Add +2.4% 3,876 $836K
First Interstate Bank 0.05% Reduce -2.5% 3,871 $835K
Narus Financial Partners, LLC 0.26% Reduce -8.8% 3,868 $835K
Palisades Hudson Asset Management, L.P. 0.33% Add +0.0% 3,860 $833K
American Financial Advisors, LLC 0.12% Reduce -0.1% 3,848 $830K
Uptown Financial Advisors LLC 0.77% Add +0.3% 3,842 $829K
Cassaday & Co Wealth Management LLC 0.02% Add +5.5% 3,833 $827K
Aspect Partners, LLC 0.41% Add +62.7% 3,820 $824K
Brown, Lisle/Cummings, Inc. 0.22% Reduce -19.9% 3,820 $824K
Prossimo Advisors, LLC 0.66% New 3,798 $820K
Navalign, LLC 0.22% Add +0.1% 3,778 $815K
Vista Capital Partners, Inc. 0.09% No change 3,777 $815K
Libra Wealth LLC 0.27% No change 3,775 $815K
Assetmark, Inc. 0.00% Add +49.7% 3,756 $810K
Ofc Financial Planning, LLC 0.86% No change 3,755 $810K
Victory Financial Group, LLC 0.13% Add +18.8% 3,743 $808K
Stillwater Capital Advisors, LLC 0.10% Reduce -1.3% 3,741 $807K
Atlas Private Wealth Advisors 0.10% Add +5.0% 3,717 $802K
GAMMA Investing LLC 0.05% Reduce -25.7% 3,718 $802K
Granite Bay Wealth Management, LLC 0.26% Reduce -38.1% 3,714 $801K
NorthCrest Asset Manangement, LLC 0.02% Reduce -6.2% 3,587 $800K
Investment Partners Asset Management, Inc. 0.56% Reduce -3.8% 3,704 $799K
360 Financial, Inc. 0.25% Add +25.3% 3,701 $799K
Acuitas Investments, LLC 0.64% New 3,700 $798K
Sachetta, LLC 0.32% Add +0.0% 3,697 $798K
Watts Gwilliam & Co., LLC 0.13% Reduce -25.5% 3,245 $795K
World Equity Group, Inc. 0.22% Reduce -12.5% 3,669 $792K
Evensky & Katz LLC 0.05% Reduce -2.3% 3,660 $790K
Alerus Financial NA 0.06% Add +0.3% 3,655 $789K
Columbia Bank 0.24% Reduce -1.6% 3,561 $788K
Lutz Financial Services LLC 0.06% No change 3,647 $787K
Lakeshore Capital Group, Inc. 0.70% Reduce -25.7% 3,644 $786K
Fiduciary Alliance LLC 0.06% Add +52.7% 3,628 $783K
Forum Financial Management, LP 0.01% Add +0.3% 3,628 $783K
Cooper/Haims Advisors, LLC 0.39% Add +0.0% 3,622 $782K
Thrive Wealth Management, LLC 0.13% Add +0.1% 3,618 $781K
Woodmont Investment Counsel LLC 0.05% Reduce -2.1% 3,605 $778K
First International Bank of Israel Ltd. 0.46% — 3,589 $777K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -43.8% 3,589 $774K
Thomasville National Bank 0.05% Add +25.6% 3,577 $772K
Andrews, Lucia Wealth Management LLC 0.50% No change 3,570 $770K
Bill Few Associates, Inc. 0.22% No change 3,570 $770K
Private Management Group Inc. 0.03% No change 3,564 $769K
NWK Group, Inc. 0.27% Add +4.7% 3,558 $768K
Autumn Glory Partners, LLC 0.36% No change 3,545 $765K
Accel Wealth Management 0.26% Reduce -0.1% 3,541 $764K
Francis Financial, Inc. 0.18% No change 3,536 $763K
Ritter Daniher Financial Advisory LLC / DE 0.19% Reduce -0.6% 3,523 $760K
Colonial Trust Advisors 0.06% Reduce -47.6% 3,514 $758K
Johnson & White Wealth Management, LLC 0.38% Add +2.2% 3,504 $756K
Personal Cfo Solutions, LLC 0.14% Reduce -4.9% 3,485 $752K
Windsor Capital Management, LLC 0.22% Reduce -3.0% 3,476 $750K
Canopy Partners, LLC 0.27% Reduce -2.2% 3,466 $748K
Stage Harbor Financial, LLC 0.61% Add +6.3% 3,463 $747K
Missouri Trust & Investment Co 0.24% No change 3,462 $747K
First American Bank 0.05% No change 3,459 $746K
Sentry LLC 0.15% Add +0.0% 3,442 $743K
Schrum Private Wealth Management LLC 0.60% No change 3,441 $743K
Goldstein Advisors, LLC 0.10% Add +16.1% 3,431 $740K
Insight 2811, Inc. 0.35% Reduce -1.0% 3,430 $740K
Investment Partners, LTD. 0.28% Reduce -10.1% 3,426 $739K
McAdam, LLC 0.04% Add +111.6% 3,418 $738K
Diversify Wealth Management, LLC 0.05% Reduce -1.4% 3,249 $737K
Noble Family Wealth, LLC 0.18% Add +61.3% 3,409 $736K
Breakwater Capital Group 0.12% Reduce -37.7% 3,406 $735K
BigSur Wealth Management LLC 0.19% No change 3,400 $734K
Ironwood Financial, llc 0.16% No change 3,676 $733K
Occidental Asset Management, LLC 0.10% Add +1.5% 3,396 $733K
Investors Research Corp 0.14% No change 3,378 $729K
First County Bank 0.39% Reduce -4.4% 3,376 $729K
Hennion & Walsh Asset Management, Inc. 0.03% Add +0.0% 3,371 $727K
MRP Capital Investments, LLC 0.50% Reduce -11.8% 3,370 $727K
Rothschild Wealth LLC 0.18% Add +3.2% 3,358 $725K
Alpha Advisors, LLC 0.62% Add +0.0% 3,348 $723K
CRA Financial Services, LLC 0.11% Reduce -0.1% 3,347 $722K
Flagship Harbor Advisors, LLC 0.03% Add +19.7% 3,342 $721K
Stratos Investment Management, LLC 0.03% Reduce -10.0% 3,341 $721K
Rialto Wealth Management, LLC 0.20% Reduce -1.2% 3,335 $720K
Howard Wealth Management, LLC 0.36% Reduce -6.6% 3,335 $720K
Van Cleef Asset Management,Inc 0.08% Reduce -19.4% 3,332 $719K
Dearborn Partners LLC 0.03% Add +42.9% 3,329 $718K
Agate Pass Investment Management, LLC 0.29% Reduce -28.1% 3,329 $718K
FSM Wealth Advisors, LLC 0.12% Add +16.7% 3,268 $718K
Allegheny Financial Group 0.16% Reduce -23.0% 3,326 $718K
Facet Wealth, Inc. 0.02% Add +75.5% 3,263 $716K
Fisher Asset Management 0.00% Reduce -12.5% 3,317 $716K
Guardian Financial Partners, LLC 0.32% Add +0.3% 3,309 $714K
Nordwand Advisors, LLC 0.11% New 3,308 $714K
Millstone Evans Group, LLC 0.49% Reduce -7.5% 3,306 $713K
Seven Mile Advisory 0.43% No change 3,300 $712K
Linscomb Wealth, Inc. 0.03% Reduce -2.5% 3,295 $711K
Heritage Trust Co 0.08% Add +0.8% 3,288 $710K
Blackston Financial Advisory Group, LLC 0.44% Reduce -11.9% 3,285 $709K
Sentinel Wealth Management, Inc. 0.67% — 3,283 $708K
Thoroughbred Financial Services, LLC 0.05% Add +1.5% 3,277 $707K
High Probability Advisors, LLC 0.11% No change 3,275 $707K
Lionshead Wealth Management, LLC 0.65% Reduce -44.4% 3,269 $705K
JDM Financial Group LLC 0.33% Add +0.0% 3,269 $705K
Baron Wealth Management LLC 0.25% Add +0.2% 3,260 $704K
Cadence Bank 0.05% Add +3.3% 3,246 $700K
SouthState Bank Corp 0.03% Reduce -10.3% 3,245 $700K
Compass Capital Corp. /Ma/ 0.33% Add +122.5% 3,164 $697K
M1 Capital Management LLC 0.35% Add +14.6% 3,215 $694K
Red Door Wealth Management, LLC 0.08% Add +65.5% 3,212 $693K
Tritonpoint Wealth, LLC 0.06% Reduce -6.8% 3,209 $692K
Sepio Capital, LP 0.05% Reduce -70.8% 3,206 $692K
Center for Financial Planning, Inc. 0.08% No change 3,205 $692K
Cultivar Capital, Inc. 0.50% Add +4.5% 3,203 $691K
Balefire, LLC 0.15% New 3,201 $691K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Reduce -10.0% 3,198 $690K
Formidable Asset Management, LLC 0.12% No change 3,457 $690K
O'Brien Greene & Co. Inc 0.22% Reduce -1.5% 3,187 $688K
McGuire Investment Group, LLC 0.09% No change 3,185 $687K
Elite Financial, Inc. 0.34% Reduce -3.1% 3,110 $683K
Sharp Wealth Advisory, LLC 0.44% Add +80.7% 3,161 $682K
Biltmore Family Office, LLC 0.12% No change 3,158 $681K
New Republic Capital, LLC 0.24% Add +125.1% 3,156 $681K
Acorn Financial Advisory Services Inc. 0.11% Add +3.5% 3,131 $676K
Schneider Downs Wealth Management Advisors, LP 0.10% Add +1.2% 3,131 $676K
Commonwealth Financial Services, LLC 0.13% Reduce -90.7% 3,129 $675K
Stanich Group LLC 0.60% Reduce -8.9% 3,011 $672K
Platform Technology Partners 0.17% Add +1.0% 3,105 $670K
Perkins Coie Trust Co 0.11% Reduce -83.5% 3,105 $670K
Tilson Financial Group, Inc. 0.25% Add +0.3% 3,097 $668K
Private Wealth Group, LLC 0.35% No change 3,091 $667K
Iowa State Bank 0.13% No change 3,090 $667K
First Bank & Trust 0.12% Add +17.1% 3,089 $667K
Ballew Advisors, Inc 0.40% Reduce -3.0% 2,987 $666K
Pioneer Trust Bank N A 0.17% No change 3,085 $666K
Nations Financial Group Inc, /Ia/ 0.05% Reduce -16.0% 3,082 $665K
Bearing Point Capital, LLC 0.12% No change 3,082 $665K
Acima Private Wealth, LLC 0.23% No change 3,081 $665K
Upper Left Wealth Management, LLC 0.44% Add +17.4% 3,078 $664K
Private Capital Management, LLC 0.07% Reduce -21.9% 3,075 $664K
Ti-Trust, Inc. 0.44% Reduce -0.8% 3,067 $662K
RPG Investment Advisory, LLC 0.08% Reduce -54.7% 3,064 $661K
Fort Sheridan Advisors LLC 0.09% Reduce -10.4% 3,058 $660K
Nvwm, LLC 0.16% Reduce -77.7% 3,048 $658K
Gen-Wealth Partners Inc 0.25% No change 3,047 $658K
Bigelow Investment Advisors, LLC 0.29% Add +0.0% 3,038 $655K
Aster Capital Management (DIFC) Ltd 0.15% New 3,032 $654K
Procyon Advisors, LLC 0.06% Reduce -9.3% 3,025 $653K
Xponance LLC 0.01% Reduce -36.9% 3,024 $653K
Stockman Wealth Management, Inc. 0.09% Add +7.0% 3,012 $650K
First Heartland Consultants, Inc. 0.06% Reduce -34.7% 3,011 $650K
Gilliland Jeter Wealth Management LLC 0.21% Reduce -3.4% 3,008 $649K
Grantvest Financial Group LLC 0.48% Reduce -1.4% 3,003 $648K
Round Rock Advisors LLC 0.11% Reduce -2.6% 3,002 $648K
Copia Wealth Management 0.55% Add +1.3% 3,001 $648K
Navis Wealth Advisors, LLC 0.55% Add +118.0% 3,000 $647K
DCF Advisers, LLC 0.31% No change 3,000 $647K
Defender Capital, LLC. 0.22% No change 3,000 $647K
Leo Wealth, LLC 0.05% Add +1.9% 2,997 $647K
Central Valley Advisors, LLC 0.22% Reduce -0.8% 2,995 $646K
Blodgett Wealth Advisors, LLC 0.51% No change 2,995 $646K
Mystic Asset Management, Inc. 0.16% No change 2,994 $646K
Exchange Bank 0.51% No change 2,993 $646K
Westfuller Advisors, LLC 0.37% Add +0.3% 2,991 $645K
JNBA Financial Advisors 0.06% Reduce -0.5% 2,988 $645K
Elyxium Wealth, LLC 0.24% Reduce -12.1% 2,985 $644K
Horrell Capital Management, Inc. 0.26% No change 2,983 $644K
Coastwise Capital Group, LLC 0.51% Reduce -6.7% 2,979 $643K
SeaCrest Wealth Management, LLC 0.07% Reduce -6.4% 2,977 $642K
NCM Capital Management, LLC 0.26% Reduce -24.3% 2,969 $641K
Paragon Private Wealth Management, LLC 0.26% Add +87.0% 2,967 $640K
Shared Vision Wealth Group LLC 0.32% Reduce -8.4% 2,916 $640K
Hudson Portfolio Management LLC 0.60% Reduce -2.2% 2,961 $639K
Tiemann Investment Advisors, LLC 0.26% No change 2,960 $639K
Certified Advisory Corp 0.07% Add +0.4% 2,956 $638K
Founders Financial Securities LLC 0.05% Add +9.4% 2,943 $635K
LRI Investments, LLC 0.05% Add +28.5% 2,942 $635K
Narwhal Capital Management 0.05% Add +0.9% 2,937 $634K
Zacks Investment Management 0.01% Reduce -41.4% 2,936 $633K
Kovack Advisors, Inc. 0.06% Add +9.6% 2,935 $633K
Strategic Blueprint, LLC 0.03% Reduce -6.2% 2,934 $633K
TAGStone Capital, Inc. 0.26% Reduce -0.5% 2,868 $632K
BBR Partners, LLC 0.04% Reduce -3.6% 2,926 $631K
M. Kraus & Co 0.19% No change 2,925 $631K
Capital Investment Advisors, LLC 0.01% Reduce -19.0% 2,910 $628K
Midland Wealth Advisors, LLC 0.03% Reduce -43.0% 2,904 $627K
Shoker Investment Counsel, Inc. 0.20% New 2,893 $624K
Integris Wealth Management, LLC 0.16% No change 2,890 $624K
QRG Capital Management, Inc. 0.01% Reduce -13.0% 2,888 $623K
Mgo One Seven LLC 0.02% Reduce -29.2% 2,884 $622K
Integral Investment Advisors, Inc. 0.18% Reduce -13.0% 2,877 $621K
Drexel Morgan & Co. 0.11% No change 2,866 $618K
Fortitude Family Office, LLC 0.20% No change 2,859 $617K
Balboa Wealth Partners 0.12% Add +7.0% 2,848 $615K
Donaldson Capital Management, LLC 0.02% Reduce -9.4% 2,843 $613K
Okabena Investment Services Inc. 0.14% Reduce -9.0% 2,837 $612K
Insight Advisors, LLC/ PA 0.10% Reduce -0.6% 2,828 $610K
Nilsine Partners, LLC 0.06% Reduce -86.0% 2,813 $607K
Addison Capital Co 0.21% Add +3.7% 2,812 $607K
Capital Analysts, LLC 0.02% Add +10.7% 2,808 $606K
Jordan Park Group LLC 0.04% Reduce -1.8% 2,803 $605K
IAG Wealth Partners, LLC 0.08% Reduce -0.5% 2,787 $601K
Kaizen Financial Strategies 0.31% Reduce -2.4% 2,783 $600K
RDA Financial Network 0.16% Reduce -6.8% 2,782 $600K
AAF Wealth Management, LLC 0.27% Reduce -4.7% 2,782 $600K
Blake Schutter Theil Wealth Advisors, LLC 0.68% Reduce -0.0% 2,780 $600K
Patriot Financial Group Insurance Agency, LLC 0.07% Reduce -2.4% 2,776 $599K
Smith Anglin Financial, LLC 0.05% Add +0.3% 2,772 $598K
Morse Asset Management, Inc 0.13% Reduce -4.3% 2,764 $596K
Wealthgarden F.S. LLC 0.49% Add +3.2% 2,701 $593K
Forza Wealth Management, LLC 0.24% No change 2,732 $590K
SkyOak Wealth, LLC 0.12% No change 2,732 $590K
Lee Danner & Bass Inc. 0.05% No change 2,729 $589K
Advus Financial Partners, LLC 0.15% Reduce -23.5% 2,714 $586K
Mengis Capital Management, Inc. 0.12% No change 2,701 $583K
Penobscot Wealth Management 0.21% Add +68.3% 2,694 $581K
Golden State Wealth Management, LLC 0.07% Add +17.6% 2,693 $581K
Comprehensive Financial Consultants Institutional, Inc. 0.19% New 2,693 $581K
Thompson Davis & Co., Inc. 0.39% Reduce -7.2% 2,683 $579K
Vise Technologies, Inc. 0.02% — 2,676 $577K
Destiny Wealth Partners, LLC 0.08% Add +1.6% 2,671 $576K
Everhart Financial Group, Inc. 0.07% Reduce -17.6% 2,669 $576K
Ellis Investment Partners, LLC 0.11% Add +18.1% 2,669 $576K
CGN Advisors LLC 0.05% Reduce -2.0% 2,652 $572K
Edgestream Partners, L.P. 0.02% Reduce -1.1% 2,651 $572K
Woodside Wealth Management LLC 0.49% Reduce -11.7% 2,650 $572K
Congress Asset Management Co. 0.00% New 2,650 $572K
Sard Wealth Management Group, LLC 0.35% Reduce -12.6% 2,645 $571K
Dana Investment Advisors, Inc. 0.02% Reduce -9.0% 2,643 $570K
Financial Management Network Inc. 0.10% Add +0.0% 2,555 $570K
Global View Capital Management LLC 0.18% New 2,608 $563K
Antonelli Financial Advisors, LLC 0.41% No change 2,606 $562K
Shelton Capital Management 0.01% Add +13.0% 2,604 $562K
Lynch & Associates 0.11% No change 2,600 $561K
Clarkston Capital Partners, LLC 0.01% No change 2,600 $561K
First City Capital Management, Inc. 0.32% Reduce -4.3% 2,597 $560K
RoundAngle Advisors LLC 0.47% Reduce -10.0% 2,593 $560K
Shepherd Financial Partners LLC 0.06% Reduce -3.7% 2,587 $558K
Adell Harriman & Carpenter Inc. 0.04% Reduce -16.3% 2,587 $558K
Winthrop Advisory Group LLC 0.05% Reduce -10.6% 2,583 $557K
First National Corp. /Ma/ 0.11% Reduce -47.7% 2,582 $557K
Dynasty Wealth Management, LLC 0.01% Add +5.3% 2,579 $556K
Smith Shellnut Wilson LLC 0.24% Reduce -30.8% 2,573 $555K
Urban Financial Advisory Corp 0.28% Reduce -0.4% 2,562 $553K
Ritholtz Wealth Management 0.01% Reduce -7.3% 2,549 $550K
Journey Beyond Wealth, LLC 0.46% No change 2,528 $546K
Old Second National Bank of Aurora 0.12% No change 2,528 $546K
Frank, Rimerman Advisors LLC 0.04% Reduce -2.5% 2,527 $545K
Whalerock Point Partners, LLC 0.12% Reduce -44.1% 2,524 $545K
Levin Capital Strategies, L.P. 0.05% New 2,523 $544K
Garrison Point Advisors, LLC 0.25% Add +1.0% 2,521 $544K
Financial Partners Group, Inc 0.08% Add +3.0% 2,517 $543K
Flaharty Asset Management, LLC 0.07% Reduce -9.3% 2,512 $542K
Winthrop Capital Management, LLC 0.14% No change 2,509 $541K
Postrock Partners LLC 0.26% Reduce -72.7% 2,506 $541K
OneAscent Financial Services LLC 0.04% Reduce -18.9% 2,488 $540K
Strategic Financial Concepts, LLC 0.08% Reduce -22.2% 2,494 $538K
Sonora Investment Management Group, LLC 0.04% No change 2,492 $538K
First PREMIER Bank 0.13% Add +7.9% 2,489 $537K
Beese Fulmer Investment Management, Inc. 0.04% No change 2,488 $537K
Canandaigua National Trust Co of Florida 0.38% Reduce -0.6% 2,487 $537K
Cantor Fitzgerald, L. P. 0.01% Add +33.0% 2,484 $536K
East Coast Asset Management, LLC. 0.18% No change 2,482 $536K
Plante Moran Financial Advisors, LLC 0.04% Reduce -3.9% 2,479 $535K
American Investment Services, Inc. 0.14% Reduce -23.8% 2,477 $535K
Independent Wealth Network Inc. 0.19% Add +2.6% 2,477 $534K
Raab & Moskowitz Asset Management LLC 0.13% No change 2,475 $534K
Canal Capital Management, LLC 0.08% Add +16.7% 2,472 $534K
Forte Capital LLC 0.06% No change 2,468 $533K
Principle Wealth Partners LLC 0.03% Add +5.9% 2,466 $532K
Marquette Associates, Inc. 0.52% Add +702.3% 2,463 $532K
Cyndeo Wealth Partners, LLC 0.03% Reduce -4.2% 2,459 $531K
Cornerstone Select Advisors, LLC 0.47% Reduce -5.9% 2,450 $529K
Hoxton Planning & Management, LLC 0.18% Reduce -1.8% 2,450 $529K
Beaton Management Co. Inc. 0.26% No change 2,445 $528K
Moment Partners, LLC 0.10% Reduce -95.3% 2,446 $528K
Bangor Savings Bank 0.05% Reduce -0.3% 2,443 $527K
SOL Capital Management CO 0.05% Reduce -14.7% 2,442 $527K
Brown Miller Wealth Management, LLC 0.16% Reduce -13.3% 2,433 $525K
Baker Ellis Asset Management LLC 0.07% Reduce -6.8% 2,409 $520K
Baker Avenue Asset Management, LP 0.01% Reduce -9.0% 2,407 $519K
Richardson Financial Services Inc. 0.35% Add +1025.6% 2,375 $518K
Evelyn Partners Investment Management LLP 0.02% Add +2.1% 2,395 $517K
McCarthy & Cox 0.14% Reduce -9.0% 2,389 $516K
Texas Capital Bank Wealth Management Services Inc 0.05% Reduce -78.4% 2,387 $515K
Chesapeake Asset Management LLC 0.47% Reduce -13.2% 2,385 $515K
Wise Wealth Partners 0.86% Add +72.1% 2,378 $513K
Hohimer Wealth Management, LLC 0.09% No change 2,378 $513K
Arvest Investments, Inc. 0.08% Add +5.0% 2,368 $511K
Murphy, Middleton, Hinkle & Parker, Inc. 0.28% No change 2,548 $508K
TFG Advisers LLC 0.17% Add +0.2% 2,355 $508K
V2 Financial group LLC 0.31% Add +0.1% 2,348 $507K
SeaBridge Investment Advisors LLC 0.09% No change 2,340 $505K
Northstar Financial Companies, Inc. 0.52% Add +46.2% 2,334 $504K
PVG Asset Management Corp. 1.71% Add +89.4% 2,332 $503K
Optivise Advisory Services LLC 0.26% Add +4.2% 2,329 $503K
RFP Financial Group LLC 0.21% Reduce -1.1% 2,321 $501K
Retirement Investment Advisors, Inc. 0.04% Reduce -2.5% 2,318 $500K
Baldwin Investment Management, LLC 0.06% Reduce -17.8% 2,312 $499K
Heritage Investment Group, Inc. 0.09% Reduce -0.1% 2,311 $499K
James J. Burns & Company, LLC 0.08% Reduce -0.0% 2,308 $498K
Bellevue Group AG 0.01% No change 2,300 $496K
Cardinal Point Capital Management ULC 0.04% New 2,280 $492K
Stone Summit Wealth LLC 0.15% No change 2,277 $491K
Cherry Tree Wealth Management, LLC 0.11% No change 2,276 $491K
Amplius Wealth Advisors, LLC 0.05% Add +9.6% 2,275 $491K
Arq Wealth Advisors, LLC 0.17% No change 2,458 $490K
Bar Harbor Wealth Management 0.03% Reduce -2.2% 2,256 $487K
Wescott Financial Advisory Group, LLC 0.05% Add +10.6% 2,245 $484K
Vanguard Personalized Indexing Management, LLC 0.01% New 2,238 $483K
Concord Asset Management, LLC 0.07% New 2,234 $482K
Concord Wealth Partners 0.07% Add +6.6% 2,234 $482K
Kondo Wealth Advisors, Inc. 0.21% Reduce -2.3% 2,201 $480K
Samalin Investment Counsel, LLC 0.19% Add +1.6% 2,222 $480K
Parsons Capital Management Inc. 0.03% No change 2,222 $479K
Mirador Capital Partners LP 0.08% Reduce -17.2% 2,220 $479K
Rise Advisors, LLC 0.19% Add +8.1% 2,213 $478K
Madden Advisory Services, Inc. 0.20% Add +12.5% 2,211 $477K
Penney Financial, LLC 0.24% No change 2,203 $475K
Chesley Taft & Associates LLC 0.02% Add +10.8% 2,199 $475K
Sax Wealth Advisors, LLC 0.03% Reduce -19.1% 2,196 $474K
ORG Partners LLC 0.10% Add +53.0% 2,165 $472K
Kohmann Bosshard Financial Services, LLC 0.05% Reduce -0.3% 2,175 $469K
QTR Family Wealth, LLC 0.29% Reduce -4.2% 2,169 $468K
Mascoma Wealth Management LLC 0.11% Reduce -12.0% 2,167 $468K
Measured Risk Portfolios, Inc. 0.52% Add +2.8% 2,158 $466K
Uptick Partners, LLC 0.13% Add +10.2% 2,145 $463K
LM Advisors LLC 0.06% Reduce -6.3% 2,131 $460K
Significant Wealth Partners LLC 0.23% Reduce -12.2% 2,128 $459K
Summit Wealth Group, LLC 0.12% New 2,126 $459K
Costello Asset Management, INC 0.17% No change 2,126 $459K
Saiph Capital, LLC 0.18% Add +17.3% 2,126 $459K
Sapient Capital LLC 0.01% Reduce -3.1% 2,125 $459K
Madison Wealth Partners, Inc 0.10% Add +1.2% 2,122 $458K
United Community Bank 0.16% Reduce -20.5% 2,120 $457K
Cypress Financial Planning LLC 0.15% Add +5.6% 2,116 $457K
Palo Alto Wealth Advisors, LLC 0.17% Add +0.2% 2,113 $456K
Ullmann Wealth Partners Group, LLC 0.05% Add +5.4% 2,113 $456K
KRS Capital Management, LLC 0.30% Reduce -2.5% 2,107 $455K
Trillium Asset Management, LLC 0.01% No change 2,106 $454K
BNC Wealth Management, LLC 0.13% Reduce -78.3% 2,104 $454K
Redmont Wealth Advisors LLC 0.66% No change 2,100 $453K
Valtrion Capital Management, LLC 0.54% No change 2,097 $453K
Tran Capital Management, L.P. 0.05% Add +0.1% 2,091 $451K
Summit Investment Advisory Services, LLC 0.20% Reduce -1.6% 2,089 $451K
Plotkin Financial Advisors, LLC 0.25% Reduce -0.1% 2,082 $449K
Chancellor Financial Group WB LP 0.35% Reduce -33.6% 2,072 $447K
South Plains Financial, Inc. 0.31% No change 2,070 $447K
Rollins Financial Advisors, LLC 0.07% Add +22.3% 2,070 $447K
Yukon Wealth Management, Inc. 0.16% Add +0.3% 2,060 $444K
LexAurum Advisors, LLC 0.07% No change 2,058 $444K
ABLE Financial Group, LLC 0.11% Reduce -17.7% 2,056 $444K
BCS Private Wealth Management, Inc. 0.17% — 2,051 $443K
Clifford Swan Investment Counsel LLC 0.02% Reduce -4.7% 2,051 $443K
Pinion Investment Advisors, LLC 0.15% New 2,046 $442K
Nicolet Advisory Services, LLC 0.04% Add +15.3% 2,054 $441K
Argus Investors' Counsel, Inc. 0.31% Reduce -0.3% 2,038 $440K
Sovereign Financial Group, Inc. 0.09% Add +2.9% 2,037 $440K
Mayfair Advisory Group, LLC 0.21% Reduce -0.8% 1,990 $438K
Fourpath Capital Management, LLC 0.07% No change 2,031 $438K
Vista Investment Management 0.16% No change 2,026 $437K
Gables Capital Management Inc. 0.21% Add +3.3% 2,023 $437K
Sovran Advisors, LLC 0.05% Reduce -11.4% 1,971 $436K
Talon Private Wealth, LLC 0.06% Reduce -16.6% 2,015 $435K
Welch Group, LLC 0.02% Add +37.7% 2,014 $435K
Keb Asset Management, LLC 0.11% No change 2,011 $434K
Sabby Management, LLC 3.50% Reduce -90.5% 2,004 $432K
Capital Asset Advisory Services LLC 0.02% Reduce -15.1% 1,971 $430K
Wealthquest Corp 0.03% No change 1,987 $429K
Cypress Capital Group 0.05% Reduce -25.8% 1,984 $428K
Princeton Global Asset Management LLC 0.08% Add +43.7% 1,979 $427K
Market Street Wealth Management Advisors LLC 0.07% No change 1,977 $427K
Hummer Financial Advisory Services Inc 0.32% No change 1,975 $426K
Brass Tax Wealth Management, Inc. 0.08% Add +15.9% 1,971 $425K
Pitcairn Co. 0.03% Reduce -6.1% 1,969 $425K
Roehl & Yi Investment Advisors, LLC 0.22% No change 25,249 $425K
Cynosure Group, LLC 0.05% Reduce -2.4% 1,965 $424K
Register Financial Advisors LLC 0.19% Add +5.5% 1,964 $424K
Root Financial Partners, LLC 0.04% Add +10.5% 1,964 $424K
Up Strategic Wealth Investment Advisors LLC 0.33% No change 1,960 $423K
Earned Wealth Advisors, LLC 0.08% Reduce -53.5% 1,955 $422K
Core Wealth Partners LLC 0.21% Add +38.0% 1,954 $422K
Pandora Wealth, Inc. 0.26% Add +5.4% 1,942 $419K
Warner Financial, Inc. 0.17% Reduce -2.6% 1,942 $419K
Acute Investment Advisory, LLC 3.41% Reduce -40.2% 1,936 $418K
Magnus Financial Group LLC 0.04% Add +0.1% 1,932 $417K
SFG Wealth Management, LLC. 0.25% Reduce -5.6% 1,923 $415K
TCI Wealth Advisors, Inc. 0.03% Add +23.5% 1,919 $414K
Park Edge Advisors, LLC 0.11% New 1,909 $412K
Valley Forge Investment Consultants Inc. Adv 0.13% Add +35.7% 1,906 $411K
Stegner Investment Associates Inc. 0.25% No change 1,905 $411K
Endeavor Private Wealth, Inc. 0.19% Reduce -22.8% 1,902 $410K
Argyle Capital Partners, LLC 0.34% Reduce -6.5% 1,898 $410K
Colonial Trust Co / SC 0.06% Reduce -7.1% 1,897 $409K
Bank Hapoalim BM 0.06% Add +2.4% 1,896 $409K
Sharkey, Howes & Javer 0.05% Reduce -58.2% 1,880 $406K
Geneva Partners, LLC 0.16% Reduce -59.5% 1,877 $405K
Capital Market Strategies LLC 0.28% No change 1,876 $405K
RPS Advisory Solutions LLC 0.22% Reduce -8.3% 1,875 $405K
Grandfield & Dodd, LLC 0.02% No change 1,871 $404K
Octavia Wealth Advisors, LLC 0.05% Reduce -17.4% 1,865 $402K
David Wealth Management LLC 0.30% Add +7.4% 1,864 $402K
Goelzer Investment Management, Inc. 0.02% No change 1,863 $402K
RiverFront Investment Group, LLC 0.01% Reduce -9.2% 1,863 $402K
Trust Co. of Vermont 0.02% No change 1,862 $402K
D. Scott Neal, Inc. 0.20% No change 1,860 $401K
Little House Capital LLC 0.10% Reduce -1.9% 1,858 $401K
Bordeaux Wealth Advisors LLC 0.05% Add +20.2% 1,856 $401K
Northwest Financial Advisors 0.56% Reduce -13.9% 1,854 $400K
Trust Co. of Oklahoma 0.13% Reduce -35.4% 1,850 $399K
Cahaba Wealth Management, Inc. 0.03% Reduce -2.4% 1,848 $399K
Beacon Capital Management, LLC 0.05% Add +6.1% 1,848 $399K
Aurora Private Wealth, Inc. 0.29% Reduce -0.2% 1,831 $395K
Coastal Bridge Advisors, LLC 0.03% New 1,824 $394K
Pallas Capital Advisors LLC 0.01% Reduce -9.3% 1,824 $394K
Collaborative Wealth Managment Inc. 0.17% Add +13.7% 1,823 $393K
Peoples Bank 0.26% No change 1,823 $393K
Kelman-Lazarov, Inc. 0.06% No change 1,815 $392K
Brown Financial Advisory 0.22% No change 1,811 $391K
Smith Salley Wealth Management 0.02% Add +78.6% 1,811 $391K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 1,811 $391K
Total Wealth Planning & Management, Inc. 0.34% No change 1,808 $390K
Collar Capital Management, LLC 0.33% Add +1.7% 1,801 $389K
Richards, Merrill & Peterson, Inc. 0.18% No change 1,801 $389K
Detalus Advisors, LLC 0.11% No change 1,800 $388K
Quent Capital, LLC 0.04% Reduce -12.6% 1,798 $388K
West Paces Advisors Inc. 0.08% Reduce -0.9% 1,794 $387K
Leigh Baldwin & Co., LLC 0.25% Add +3.0% 1,792 $387K
Northeast Investment Management 0.02% Reduce -3.8% 1,790 $386K
Heritage Financial Services, LLC 0.04% Add +2.2% 1,785 $385K
Tassel Capital Management, Inc. 0.30% Add +68.5% 1,784 $385K
Abacus Wealth Partners, LLC 0.06% No change 1,775 $383K
Waterloo Capital, L.P. 0.03% New 1,768 $382K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,764 $380K
Encompass Wealth Advisors, LLC 0.14% Add +0.2% 1,761 $380K
City National Bank of Florida 0.28% Add +5.8% 1,760 $380K
Plan A Wealth LLC 0.22% Reduce -34.7% 1,759 $380K
Flagstone Financial Management 0.11% Reduce -0.4% 1,758 $379K
Pacific Financial Group Inc. 0.30% Reduce -1.9% 1,758 $379K
V. M. Manning & Co., Inc. 0.42% — 1,611 $379K
Rakuten Securities, Inc. 0.15% Reduce -3.8% 1,756 $379K
Conservest Capital Advisors, Inc. 0.04% Reduce -1.8% 1,756 $379K
Zullo Investment Group, Inc. 0.15% Add +0.1% 1,751 $378K
Fiduciary Group, LLC 0.04% Add +11.0% 1,751 $378K
Roundview Capital LLC 0.03% Reduce -1.7% 1,736 $375K
D.B. Root & Company, LLC 0.11% Add +21.1% 1,734 $374K
Professional Advisory Services Inc. 0.05% No change 1,735 $374K
Latitude Advisors, LLC 0.19% No change 1,732 $374K
TPG Financial Advisors, LLC 0.15% New 1,730 $373K
True Vision MN LLC 0.21% Reduce -0.1% 1,727 $373K
Advocate Group LLC 0.07% No change 1,716 $370K
Atlas Capital Advisors Inc. 0.05% Reduce -1.4% 1,714 $370K
Strategic Advisors LLC 0.07% Reduce -41.4% 1,714 $370K
Smallwood Wealth Investment Management, LLC 0.21% Add +0.5% 1,703 $368K
Pasadena Private Wealth, LLC 0.06% No change 1,700 $367K
Sterling Capital Management LLC 0.01% Add +0.6% 1,699 $367K
Vickerman Investment Advisors, Inc. 0.08% Reduce -13.4% 1,698 $366K
Ellevest, Inc. 0.06% Reduce -1.2% 1,696 $366K
NFSG Corp 0.06% Reduce -15.3% 1,695 $366K
180 Wealth Advisors, LLC 0.05% Add +7.9% 1,695 $366K
Arthur M. Cohen & Associates, LLC 0.06% No change 1,694 $365K
Natural Investments, LLC 0.09% Add +18.5% 1,695 $365K
St. Clair Advisors, LLC 0.10% Reduce -36.0% 1,691 $365K
Sage Financial Group Inc. 0.03% Reduce -20.3% 1,688 $364K
Wealthstar Advisors, LLC 0.14% Reduce -4.8% 1,681 $363K
Clark Asset Management, LLC 0.05% Add +50.4% 1,681 $363K
ZWJ Investment Counsel Inc. 0.01% Reduce -0.4% 1,674 $361K
BFI Infinity Ltd. 0.30% Reduce -75.3% 1,672 $361K
LMCG Investments, LLC 0.02% Reduce -4.7% 1,667 $360K
Pflug Koory, LLC 0.18% No change 1,665 $359K
Denver PWM, LLC 0.11% Reduce -25.9% 1,661 $358K
S.A. Mason LLC 0.17% No change 1,660 $358K
True North Advisors, LLC 0.07% No change 1,656 $357K
Afg Fiduciary Services Limited Partnership 0.23% Reduce -9.6% 1,639 $357K
Independent Advisor Alliance 0.01% Add +37.9% 1,652 $357K
Truepoint, Inc. 0.01% No change 1,652 $356K
Quadrant Private Wealth Management, LLC 0.07% Reduce -0.9% 1,648 $356K
North Capital, Inc. 0.31% Reduce -8.3% 1,646 $355K
Flower City Capital 0.21% Add +0.1% 1,645 $355K
Midwest Financial Group LLC 0.19% Reduce -15.8% 1,641 $354K
Retirement Income Solutions, Inc. 0.06% Reduce -7.1% 1,639 $354K
Bank of Hawaii 0.02% No change 1,635 $353K
Financial Life Planners 0.29% Reduce -86.8% 1,635 $353K
Westover Capital Advisors, LLC 0.07% No change 1,629 $352K
Rockwood Wealth Management, LLC 0.03% No change 1,627 $351K
Investmark Advisory Group LLC 0.16% Add +4.3% 1,619 $349K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +7.2% 1,616 $349K
Stelac Advisory Services LLC 0.13% Reduce -50.0% 1,615 $349K
Tenon Financial LLC 0.15% No change 1,614 $348K
Chapin Davis, Inc. 0.10% Add +1.9% 1,614 $348K
Harrington Investments, INC 0.18% No change 1,610 $347K
Xcel Wealth Management, LLC 0.10% Reduce -0.7% 1,606 $347K
Howland Capital Management LLC 0.01% Reduce -24.9% 1,606 $347K
Birchbrook, Inc. 0.19% Add +77.5% 1,605 $346K
Friedenthal Financial 0.19% Reduce -0.8% 1,601 $345K
Ledyard National Bank 0.03% Add +8.2% 1,600 $345K
Meritage Portfolio Management 0.02% Reduce -18.7% 1,600 $345K
Nicollet Investment Management, Inc. 0.12% No change 1,599 $345K
TD Asset Management Inc 0.00% Reduce -9.8% 1,596 $344K
Lion Street Advisors, LLC 0.10% Reduce -11.1% 1,594 $344K
Fairview Capital Investment Management, LLC 0.02% Reduce -0.6% 1,593 $344K
49 Wealth Management, LLC 0.04% Reduce -5.7% 1,592 $343K
InTrack Investment Management Inc 0.23% New 1,587 $342K
CCG Wealth Management, LLC 0.18% Add +1.1% 1,586 $342K
Eagle Global Advisors LLC 0.01% Reduce -51.8% 1,585 $342K
IFC Advisors LLC 0.06% No change 1,581 $341K
Bay Capital Advisors, LLC 0.26% Reduce -13.3% 1,578 $341K
KilterHowling LLC 0.20% Add +0.3% 1,576 $340K
Prosperity Planning, Inc. 0.14% No change 1,575 $340K
BOS Asset Management, LLC 0.11% No change 1,574 $340K
First Manhattan Co. Llc. 0.00% Add +1.0% 1,571 $339K
Inlet Private Wealth, LLC 0.08% No change 1,569 $339K
Cim Investment Management Inc. 0.06% Reduce -52.2% 1,566 $338K
Omnia Family Wealth, LLC 0.12% New 1,560 $337K
Trek Financial, LLC 0.02% Reduce -16.5% 1,554 $335K
Insight Wealth Strategies, LLC 0.04% Add +0.5% 1,536 $335K
State of Wyoming 0.04% Reduce -96.3% 1,550 $334K
Horizon Investments, LLC 0.01% Reduce -6.2% 1,549 $334K
Successful Portfolios LLC 0.20% No change 1,544 $333K
Staley Capital Advisers Inc. 0.01% No change 1,541 $333K
InvesTrust 0.13% No change 1,538 $332K
Presidio Capital Management, LLC 0.13% Add +7.8% 1,535 $331K
Charles Schwab Trust Co 0.02% New 1,535 $331K
Eclectic Associates Inc. 0.07% Reduce -6.1% 1,534 $331K
Gemmer Asset Management LLC 0.03% No change 1,534 $331K
Howe & Rusling Inc. 0.02% Reduce -1.6% 1,528 $330K
Marshall Financial Group, LLC 0.06% No change 1,499 $329K
High Net Worth Advisory Group LLC 0.09% Add +8.2% 1,523 $329K
United Advisor Group, LLC 0.06% New 1,522 $328K
Legacy Capital Wealth Partners, LLC 0.07% Reduce -39.8% 1,519 $328K
Genesis Wealth Advisors, LLC 0.24% Reduce -1.6% 1,511 $326K
Rovin Capital /Ut/ 0.10% Reduce -4.9% 1,511 $326K
Grant Street Asset Management, Inc. 0.07% Add +2.8% 1,509 $326K
Triad Wealth Partners, LLC 0.07% New 1,507 $325K
Spirepoint Private Client, LLC 0.04% No change 1,505 $325K
Breakwater Investment Management 0.13% No change 1,504 $325K
Stokes Family Office, LLC 0.03% No change 1,502 $324K
Nichols & Pratt Advisers LLP 0.02% Reduce -12.3% 1,502 $324K
Gutierrez Wealth Advisory, LLC 0.22% New 1,494 $322K
Rinkey Investments 0.10% New 1,486 $321K
Guidance Point Advisors, LLC 0.09% Reduce -1.0% 1,481 $320K
Ssa Swiss Advisors AG 0.15% Reduce -26.4% 1,410 $320K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +0.1% 1,470 $317K
G2 Capital Management, LLC / Oh 0.09% New 1,469 $317K
Dunhill Financial, LLC 0.09% Add +7.3% 1,468 $317K
Interchange Capital Partners, LLC 0.07% Reduce -52.4% 1,467 $317K
Gsa Capital Partners LLP 0.02% Add +2.9% 1,464 $316K
Jackson Square Capital, LLC 0.07% No change 1,461 $315K
McCollum Christoferson Group LLC 0.09% Reduce -5.3% 1,455 $314K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -7.0% 1,453 $314K
Omega Financial Group, LLC 0.11% Reduce -3.6% 1,451 $313K
Austin Wealth Management, LLC 0.06% No change 1,425 $313K
Pure Portfolios Holdings LLC 0.11% Reduce -1.3% 1,447 $312K
PrairieView Partners, LLC 0.03% Add +1.6% 1,445 $311K
Innova Wealth Partners 0.18% New 1,440 $311K
Daner Wealth Management, LLC 0.21% — 1,369 $311K
Private Client Services, LLC 0.12% Reduce -6.6% 1,438 $310K
Elevation Wealth Partners, LLC 0.12% Reduce -0.6% 1,435 $310K
MBA Advisors LLC 0.14% No change 1,432 $309K
Entrewealth, LLC 0.21% No change 1,425 $308K
Koss-Olinger Consulting, LLC 0.03% Reduce -11.1% 1,422 $307K
Annex Advisory Services, LLC 0.01% Add +4.7% 1,420 $307K
Asio Capital, LLC 0.05% Reduce -1.7% 1,418 $306K
Trueblood Wealth Management, LLC 0.13% Add +0.1% 1,416 $306K
American Trust 0.03% New 1,415 $305K
First Hawaiian Bank 0.04% Reduce -2.9% 1,415 $305K
Bogart Wealth, LLC 0.01% Add +160.2% 1,413 $305K
Exchange Traded Concepts, LLC 0.00% New 1,409 $304K
Maia Wealth LLC 0.06% Reduce -18.9% 1,408 $304K
Wealthcare Capital Partners, LLC 0.15% Reduce -8.1% 1,407 $304K
Kessler Investment Group, LLC 0.12% Add +1.1% 1,403 $303K
Fayez Sarofim & Co 0.00% No change 1,403 $303K
Castle Wealth Management LLC 0.11% Reduce -0.2% 1,395 $301K
Sterling Investment Counsel, LLC 0.18% New 1,394 $301K
Flynn Zito Capital Management, LLC 0.13% Add +21.9% 1,393 $301K
Wolff Wiese Magana LLC 0.19% Add +2.6% 1,390 $300K
Smartleaf Asset Management LLC 0.03% Reduce -2.1% 1,392 $300K
Seelaus Asset Management LLC 0.27% No change 1,386 $299K
Israel Discount Bank of New York 1.13% Reduce -6.5% 1,385 $299K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% New 1,384 $299K
HBW Advisory Services LLC 0.04% Reduce -3.2% 1,381 $298K
SK Wealth Management, LLC 0.13% Reduce -44.4% 1,332 $298K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -3.8% 1,380 $297K
WealthBridge Investment Counsel Inc. 0.10% No change 1,377 $297K
Lockerman Financial Group, Inc. 0.40% New 1,369 $295K
B.O.S.S. Retirement Advisors, LLC 0.07% Reduce -33.4% 1,362 $294K
Bath Savings Trust Co 0.03% Reduce -1.7% 1,360 $293K
Lake Street Private Wealth, LLC 0.04% Reduce -63.7% 1,359 $293K
Blankinship & Foster, LLC 0.07% Reduce -5.4% 1,355 $292K
Running Point Capital Advisors, LLC 0.08% No change 1,353 $292K
Stablepoint Partners, LLC 0.05% Reduce -2.0% 1,353 $292K
Adirondack Trust Co. 0.11% Reduce -6.1% 1,349 $291K
Interactive Financial Advisors, Inc. 0.14% No change 1,345 $290K
Impact Partnership Wealth, LLC 0.05% Reduce -14.5% 1,343 $290K
HORAN Wealth, LLC 0.09% — 1,343 $290K
Wallace Advisory Group, LLC 0.21% Add +10.5% 1,449 $289K
Smart Portfolios, LLC 0.29% New 1,338 $289K
BCGM Wealth Management, LLC 0.08% Add +0.1% 1,335 $288K
Objectivity Squared, LLC 0.20% Reduce -92.6% 1,335 $288K
FLC Capital Advisors 0.06% No change 1,335 $288K
SP Asset Management LLC 0.02% Add +0.3% 1,333 $288K
Burney Co./ 0.01% No change 1,332 $287K
Buckhead Capital Management LLC 0.11% No change 1,324 $286K
Wedgewood Investors Inc. 0.33% No change 1,324 $286K
Bell Bank 0.01% Reduce -7.7% 1,322 $285K
Meridian Management Co. 0.08% No change 1,300 $285K
Macquarie Group Ltd. 0.00% Reduce -87.4% 1,323 $285K
Alterna Wealth Management, Inc. 0.23% No change 1,320 $285K
Acorn Wealth Advisors, LLC 0.11% Add +0.1% 1,320 $285K
Members Trust Co 0.01% New 1,316 $284K
CFO4Life Group, LLC 0.04% Reduce -54.8% 1,314 $284K
Allred Capital Management, LLC 0.11% No change 1,314 $284K
Carter Financial Group, INC. 0.19% — 1,313 $283K
Kennicott Capital Management LLC 0.16% No change 1,312 $283K
Community Bank of Raymore 0.21% No change 1,309 $282K
Hayek Kallen Investment Management 0.10% No change 1,305 $282K
River Street Advisors LLC 0.12% Reduce -5.0% 1,305 $282K
Laffer Tengler Investments, Inc. 0.06% New 1,305 $282K
Embree Financial Group 0.04% Reduce -35.4% 1,303 $281K
Gerber, LLC 0.20% No change 1,301 $281K
DiNuzzo Private Wealth, Inc. 0.03% No change 1,301 $281K
Park Capital Management, LLC / WI 0.26% No change 1,294 $279K
Romano Brothers and Company 0.03% No change 1,293 $279K
Mine & Arao Wealth Creation & Management, LLC. 0.12% Reduce -7.1% 1,289 $278K
KFA Private Wealth Group, LLC 0.09% New 1,283 $277K
Vienna Asset Management LLC 0.19% Reduce -23.4% 1,277 $276K
Cascade Investment Group, Inc. 0.19% Reduce -32.0% 1,276 $275K
Retirement Planning Co of New England, Inc. 0.12% Add +0.2% 1,273 $275K
Schroder Investment Management Group 0.00% Add +7.8% 1,272 $274K
Accelerate Investment Advisors LLC 0.20% New 1,270 $274K
Morton Capital Management LLC 0.05% New 1,265 $273K
Frisch Financial Group, Inc. 0.07% Reduce -2.3% 1,259 $272K
Werba Rubin Papier Wealth Management 0.05% New 1,258 $272K
Canvas Wealth Advisors, LLC 0.05% Reduce -9.5% 1,211 $271K
JGP Wealth Management, LLC 0.03% Reduce -2.9% 1,257 $271K
Sage Capital Management, LLC 0.13% Reduce -0.9% 1,253 $270K
Capital Advisors Inc. 0.00% No change 1,251 $270K
Zuckerman Investment Group, LLC 0.03% No change 1,251 $270K
Pps&v Asset Management Consultants, Inc. 0.17% No change 1,250 $270K
Pettinga Financial Advisors LLC 0.06% Reduce -27.5% 1,250 $270K
Flagship Wealth Advisors, LLC 0.10% Reduce -20.3% 1,247 $269K
Lincoln Capital LLC 0.05% No change 1,246 $269K
Berger Financial Group, Inc 0.02% Reduce -0.7% 1,244 $268K
Birmingham Capital Management Co. Inc. 0.12% No change 1,240 $268K
JBR Co Financial Management Inc 0.13% Reduce -14.5% 1,239 $267K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 1,238 $267K
Dohj, LLC 0.08% No change 1,400 $266K
ARS Wealth Advisors Group, LLC 0.03% Reduce -6.3% 1,233 $266K
Burford Brothers, Inc. 0.12% Reduce -3.3% 1,229 $265K
Greenfield Savings Bank 0.12% No change 1,228 $265K
Van Strum & Towne Inc. 0.08% No change 1,225 $264K
M. Kulyk & Associates, LLC 0.06% Reduce -4.7% 1,225 $264K
FC Advisory LLC 0.08% Reduce -5.3% 1,223 $264K
Fortis Capital Advisors, LLC 0.05% Add +3.5% 1,222 $264K
Palacios Wealth Management, LLC 0.22% New 1,213 $262K
Cliffwater LLC 0.05% No change 1,213 $262K
Bulltick Wealth Management, LLC 0.06% Reduce -35.9% 1,212 $262K
Madison Asset Management, LLC 0.00% No change 1,211 $261K
Mindset Wealth Management, LLC 0.09% No change 1,207 $260K
Mountain Hill Investment Partners Corp. 0.22% No change 1,204 $260K
Helium Advisors LLC 0.16% Reduce -2.0% 1,203 $260K
Wolfstich Capital, LLC 0.57% Reduce -8.4% 1,203 $260K
Elk River Wealth Management LLC 0.04% Reduce -41.8% 1,202 $259K
City State Bank 0.08% Add +0.8% 1,200 $259K
Atlas Legacy Advisors, LLC 0.06% Add +1.4% 1,199 $259K
CFM Wealth Partners LLC 0.04% No change 1,199 $259K
YANKCOM Partnership 0.13% No change 1,199 $259K
Von Berge Wealth Management Group, LLC 0.14% No change 1,155 $258K
ZEGA Investments, LLC 0.06% Reduce -2.5% 1,193 $257K
Nestegg Advisors, Inc. 0.25% Add +0.3% 1,189 $257K
Beacon Bank & Trust 0.06% No change 1,182 $255K
Worth Asset Management, LLC 0.13% New 1,180 $255K
CNB Bank 0.12% Reduce -41.9% 1,179 $254K
Gill Capital Partners, LLC 0.08% Add +16.5% 1,179 $254K
Main Street Group, LTD 0.09% Add +20.7% 1,178 $254K
Macroview Investment Management LLC 0.21% Reduce -20.2% 1,173 $253K
Wealth Advisors of Tampa Bay, LLC 0.10% No change 1,171 $253K
Bluesphere Advisors LLC 0.13% Reduce -18.4% 1,170 $253K
Atlantic Edge Private Wealth Management, LLC 0.07% Reduce -23.0% 1,170 $252K
Forum Private Client Group LLC 0.10% Reduce -0.1% 1,170 $252K
CPC Advisors, LLC 0.03% No change 1,164 $251K
Finivi Inc. 0.17% Reduce -91.3% 1,163 $251K
KWB Wealth 0.03% No change 1,258 $251K
Voisard Asset Management Group, Inc. 0.06% No change 1,161 $251K
Quarry Hill Advisors, LLC 0.15% No change 1,160 $250K
Global Assets Advisory, LLC 0.10% Reduce -72.6% 1,148 $250K
Summit Wealth Group LLC / Co. 0.06% — 1,150 $248K
Alpha Omega Wealth Management LLC 0.04% No change 1,150 $248K
Wealthcare Capital Management LLC 0.03% Reduce -0.1% 1,150 $248K
Banque Transatlantique SA 0.01% New 1,146 $247K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,145 $247K
Axis Wealth Partners, LLC 0.16% Reduce -8.9% 1,142 $246K
TruNorth Capital Management, LLC 0.05% No change 1,141 $246K
Glassman Wealth Services 0.04% Reduce -6.4% 1,141 $246K
Journey Advisory Group, LLC 0.02% Add +1.2% 1,136 $245K
Ariadne Wealth Management, LP 0.12% No change 1,059 $245K
Spurstone Advisory Services, LLC 3.70% No change 1,132 $244K
Straight Path Wealth Management 0.08% No change 1,130 $244K
Persium Advisors, LLC 0.20% New 1,129 $244K
Main Street Financial Solutions, LLC 0.02% Reduce -55.1% 1,127 $243K
Roffman Miller Associates Inc. 0.01% No change 1,127 $243K
Northeast Planning Associates, Inc. / NH / 0.22% No change 1,127 $243K
Safeguard Investment Advisory Group, LLC 0.06% New 1,126 $243K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,123 $242K
Fairman Group, LLC 0.20% Reduce -0.7% 1,123 $242K
Rainier Family Wealth Inc. 0.24% No change 1,120 $242K
Wealthspire Retirement, LLC 0.02% Reduce -8.2% 1,118 $241K
Vertex Planning Partners, LLC 0.05% Add +0.2% 1,117 $241K
Bank Ozk 0.09% New 1,114 $240K
Strategies Wealth Advisors, LLC 0.03% Reduce -39.6% 1,114 $240K
Legacy Wealth Management, LLC / MS 0.07% Reduce -43.4% 1,111 $240K
Stonebridge Financial Group, LLC 0.02% Add +2.8% 1,105 $238K
Prosperity Financial Group, Inc. 0.10% Reduce -3.5% 1,104 $238K
Retirement Wealth Solutions LLC 0.17% Add +10.3% 1,104 $238K
Armstrong Advisory Group, Inc. 0.02% Reduce -31.1% 1,103 $238K
Peterson Wealth Management 0.14% New 1,099 $237K
Northern Financial Advisors Inc 0.18% Add +0.2% 1,099 $237K
Beaumont Financial Advisors, LLC 0.02% No change 1,090 $235K
PDS Planning, Inc 0.02% No change 1,088 $235K
Alpha Cubed Investments, LLC 0.01% New 1,085 $234K
One Day In July LLC 0.02% New 1,083 $234K
Cascade Wealth Advisors, Inc 0.13% New 1,058 $233K
Strategic Financial Services, Inc. 0.01% Reduce -54.9% 1,079 $233K
Continuum Wealth Advisors, LLC 0.11% No change 1,078 $233K
Everett Harris & Co. 0.00% No change 1,074 $232K
Washington Trust Bank 0.02% No change 1,073 $232K
Gateway Wealth Partners, LLC 0.04% New 1,072 $231K
EWG Elevate Inc. 0.07% Reduce -0.2% 1,068 $230K
Flywheel Private Wealth LLC 0.18% Reduce -37.5% 1,067 $230K
Mma Asset Management LLC 0.09% Reduce -65.2% 1,066 $230K
Robinswood Financial LLC 0.08% Add +0.3% 1,064 $230K
Wealth Group Ltd 0.06% No change 1,064 $230K
Peoples Bank 0.14% Reduce -20.3% 1,062 $229K
GoalVest Advisory LLC 0.06% Add +230.5% 1,061 $229K
McIlrath & Eck, LLC 0.03% Reduce -4.8% 1,060 $229K
Cambridge Financial Group, LLC 0.09% Reduce -4.5% 1,059 $229K
Cabot Wealth Management Inc. 0.03% No change 1,058 $228K
SJS Investment Consulting Inc. 0.04% No change 1,054 $227K
Signal Advisors Wealth, LLC 0.02% New 1,053 $227K
Armor Investment Advisors, LLC 0.09% No change 1,053 $227K
GeoWealth Management, LLC 0.01% Reduce -49.6% 1,052 $227K
Renasant Bank 0.15% Reduce -19.8% 1,051 $227K
Capital Insight Partners, LLC 0.04% No change 1,050 $227K
Avalon Trust Co 0.02% Reduce -19.2% 1,050 $227K
Ring Mountain Capital, LLC 0.14% Reduce -5.4% 1,017 $226K
Duncker Streett & Co. Inc. 0.04% No change 1,046 $226K
Pathway Financial Advisors LLC 0.03% No change 1,046 $226K
JB Capital LLC 0.01% New 1,045 $226K
Austin Private Wealth, LLC 0.02% New 1,041 $225K
Lauterbach Financial Advisors, LLC 0.12% No change 1,038 $224K
Traynor Capital Management, Inc. 0.02% Reduce -10.7% 1,026 $224K
Pictet North America Advisors SA 0.02% No change 1,036 $224K
Cassia Capital Partners, LLC 0.13% No change 1,035 $223K
Manuka Financial, LLC 0.12% Reduce -6.1% 1,033 $223K
Integrity Investment Advisors, LLC 0.17% Add +0.3% 1,032 $223K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -51.0% 1,023 $221K
FSA Wealth Management LLC 0.09% Reduce -2.4% 1,017 $220K
J. L. Bainbridge & Co., Inc. 0.02% No change 1,017 $219K
Financial Gravity Companies, Inc. 0.04% — 1,015 $219K
Destination Wealth Management 0.01% Add +1.0% 1,015 $219K
Unified Investment Management 0.23% No change 1,014 $219K
Wealth Management Partners, LLC 0.08% New 993 $218K
Clark Capital Management Group, Inc. 0.00% Reduce -56.9% 1,011 $218K
McElhenny Sheffield Capital Management, LLC 0.06% Reduce -55.2% 1,010 $218K
Onyx Bridge Wealth Group LLC 0.03% Reduce -12.3% 1,010 $218K
Juncture Wealth Strategies, LLC 0.08% Reduce -25.5% 1,008 $218K
PBMares Wealth Management LLC 0.04% Reduce -6.0% 1,001 $216K
Tenret Co LLC 0.12% New 1,000 $216K
1776 Wealth LLC 0.09% New 1,000 $216K
Boothbay Fund Management, LLC 0.01% New 1,000 $216K
Keudell/Morrison Wealth Management 0.05% New 999 $216K
Warren Street Wealth Advisors, LLC 0.07% New 997 $215K
GW Henssler & Associates Ltd. 0.01% New 991 $214K
Comprehensive Money Management Services LLC 0.16% New 985 $213K
Cetera Trust Company, N.A 0.13% Add +70.6% 979 $211K
Arcataur Capital Management LLC 0.07% New 978 $211K
Landmark Wealth Management, LLC 0.09% New 977 $211K
Jamison Private Wealth Management, Inc. 0.03% New 973 $210K
Requisite Capital Management, LLC 0.05% New 973 $210K
Integrity Wealth Solutions LLC 0.10% Reduce -63.3% 971 $210K
Marathon Strategic Advisors, LLC 0.19% New 970 $209K
Jag Capital Management, LLC 0.02% Reduce -15.6% 967 $209K
SWP Financial LLC 0.11% New 966 $208K
TCP Asset Management, LLC 0.04% New 965 $208K
Taylor & Morgan Wealth Management, LLC 0.14% New 964 $208K
Florida Financial Advisors, LLC 0.05% New 953 $207K
Mason & Associates, LLC 0.05% Reduce -43.7% 959 $207K
Financial Harvest, LLC 0.15% New 958 $207K
Alteri Wealth LLC 0.08% New 958 $207K
Luminvest Wealth Management LLC 0.07% New 924 $206K
Monarch Capital Management Inc. 0.06% New 954 $206K
Shilanski & Associates, Inc. 0.06% New 951 $205K
Cushing Capital Partners, LLC 0.17% New 950 $205K
SwitchPoint Financial Planning, LLC 0.17% New 949 $205K
Ascentis Independent Advisors 0.04% New 948 $204K
Visionary Horizons, LLC 0.13% New 947 $204K
KPP Advisory Services LLC 0.03% New 946 $204K
Copperwynd Financial, LLC 0.05% New 946 $204K
USAdvisors Wealth Management, LLC 0.08% Reduce -89.9% 948 $204K
Versant Capital Management, Inc 0.03% Reduce -7.5% 945 $204K
Cortland Associates Inc. 0.02% New 943 $203K
Garrett Wealth Advisory Group, LLC 0.04% New 940 $203K
Van Hulzen Asset Management, LLC 0.02% New 939 $203K
CVA Family Office, LLC 0.03% No change 935 $202K
Landing Point Financial Group, LLC 0.13% Reduce -22.5% 934 $201K
Novus Advisors, LLC 0.31% Reduce -47.8% 930 $201K
Park Square Financial Group, LLC 0.15% Add +4.5% 930 $201K
Gordian Advisors LLC 0.14% New 927 $200K
Liberty Capital Management, Inc. 0.04% New 927 $200K
Boreal Capital Management LLC 0.19% — 925 $200K
Main Management LLC 0.02% No change 921 $199K
Compass Planning Associates Inc 0.18% Add +0.3% 922 $199K
Northwest Capital Management Inc 0.11% No change 919 $198K
LFA - Lugano Financial Advisors SA 0.12% Add +646.3% 918 $198K
Roble, Belko & Company, Inc 0.03% Add +11.3% 913 $197K
Albion Financial Group 0.01% No change 908 $196K
Anchor Investment Management, LLC 0.02% Add +21.1% 900 $194K
Riggs Asset Managment Co. Inc. 0.05% Reduce -96.5% 873 $188K
Hanson & Doremus Investment Management 0.03% Add +29.9% 869 $188K
Front Row Advisors LLC 0.07% Add +191.9% 867 $187K
Capital Investment Counsel, Inc 0.02% Add +12.2% 865 $187K
Mogy Joel R Investment Counsel Inc. 0.01% Reduce -14.5% 855 $185K
Wellington Shields Capital Management, LLC 0.03% New 853 $184K
Burns Matteson Capital Management, LLC 0.09% Reduce -0.8% 843 $182K
Towne Trust Company, N.A 0.06% No change 839 $181K
Rosenberg Matthew Hamilton 0.04% Add +2.9% 830 $179K
Compagnie Lombard Odier SCmA 0.00% Reduce -26.7% 818 $177K
Financial Connections Group, Inc. 0.07% Reduce -1.2% 807 $174K
Creative Capital Management Investments LLC 0.06% No change 806 $174K
ESL Trust Services, LLC 0.04% Reduce -1.8% 805 $174K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -11.3% 799 $172K
Harris Associates (Oakmark Funds) 0.00% Add +46.9% 783 $169K
Rice Partnership, LLC 0.03% Reduce -1.0% 776 $167K
Angeles Investment Advisors, LLC 0.01% New 759 $164K
Park Place Capital Corp 0.04% Reduce -16.9% 750 $164K
Bfsg, LLC 0.02% No change 750 $162K
Piscataqua Savings Bank 0.13% Add +129.1% 733 $158K
High Note Wealth, LLC 0.04% Reduce -0.9% 731 $158K
Premier Financial Group 0.04% — 695 $156K
Horizons Wealth Management 0.11% Add +30.4% 712 $154K
Allianz SE 0.00% Add +271.2% 709 $153K
Windsor Advisory Group, LLC 0.22% Reduce -49.2% 703 $152K
Dynamic Wealth Strategies, LLC 0.11% Add +1.3% 700 $151K
Marshall & Sterling Wealth Advisors Inc. 0.10% Add +0.1% 700 $151K
Quantbot Technologies LP 0.00% Reduce -96.6% 698 $151K
Wood Tarver Financial Group, LLC 0.04% Reduce -17.1% 694 $149K
Atlantic Private Wealth, LLC 0.10% Add +32.7% 686 $148K
Vermillion Wealth Management, Inc. 0.07% Add +0.3% 672 $145K
Financial Management Professionals, Inc. 0.02% Add +343.5% 652 $141K
GPS Wealth Strategies Group, LLC 0.02% Reduce -8.7% 643 $139K
Sound Income Strategies, LLC 0.01% Add +79.7% 638 $138K
Caldwell Sutter Capital, Inc. 0.06% Reduce -12.3% 636 $137K
Roxbury Financial LLC 0.13% Add +29.0% 636 $137K
Aberdeen Wealth Management LLC 0.09% New 630 $136K
Physician Wealth Advisors, Inc. 0.02% Add +0.3% 618 $133K
Crowley Wealth Management, Inc. 0.12% No change 615 $133K
Creative Financial Designs Inc. 0.01% Reduce -29.2% 612 $132K
Citizens National Bank Trust Department 0.03% Reduce -19.5% 600 $129K
Family Legacy Financial Solutions, LLC 0.11% — 597 $129K
Ameriflex Group, Inc. 0.07% Add +33.2% 594 $128K
Ananym Capital Management, LP 0.05% Reduce -65.5% 585 $126K
Avion Wealth 0.03% Reduce -7.1% 579 $125K
DB Fitzpatrick & Co, Inc 0.11% Reduce -0.3% 579 $125K
Guardian Wealth Advisors, LLC / NC 0.01% Add +11.3% 572 $123K
Pacifica Partners Inc. 0.05% Reduce -5.0% 572 $123K
Darwin Wealth Management, LLC 0.04% Add +15.4% 570 $123K
HHM Wealth Advisors, LLC 0.01% Add +2.0% 558 $120K
WPG Advisers, LLC 0.10% No change 558 $120K
Centricity Wealth Management, LLC 0.10% No change 553 $119K
Hantz Financial Services, Inc. 0.00% Reduce -61.9% 550 $119K
Picton Mahoney Asset Management 0.00% Reduce -6.8% 550 $119K
Morling Financial Advisors, LLC 0.04% Reduce -50.8% 547 $118K
Private Wealth Management Group, LLC 0.04% No change 546 $118K
Greykasell Wealth Strategies, Inc. 0.06% Add +2372.7% 544 $117K
Pillar Financial Advisors, LLC 0.08% No change 543 $117K
Fiduciary Wealth Partners, LLC 0.11% New 530 $114K
Trust Co 0.01% No change 528 $114K
Frazier Financial Advisors, LLC 0.08% Add +0.6% 525 $113K
West Financial Advisors, LLC 0.02% Reduce -30.7% 521 $112K
Resources Management Corp. /CT/ 0.02% Reduce -5.9% 514 $111K
Integrity Financial Corp 0.06% No change 513 $111K
Fourth Dimension Wealth, LLC 0.05% Reduce -37.2% 509 $110K
Winch Advisory Services, LLC 0.03% Add +0.4% 502 $108K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 500 $108K
Clean Yield Group 0.03% No change 500 $108K
Gitterman Wealth Management, LLC 0.03% New 499 $108K
Wealth Preservation Advisors, LLC 0.07% Reduce -18.0% 497 $107K
MJT & Associates Financial Advisory Group, Inc. 0.13% No change 494 $107K
First Pacific Financial 0.02% Add +5.1% 492 $106K
CoreFirst Bank & Trust 0.06% New 488 $105K
Asset Dedication, LLC 0.01% Reduce -2.0% 486 $105K
Consultiva Wealth Management, Corp. 0.32% No change 484 $104K
Oakworth Capital, Inc. 0.01% Reduce -32.3% 465 $100K
First United Bank & Trust 0.03% Reduce -21.6% 455 $98K
AllSquare Wealth Management LLC 0.05% Reduce -33.7% 453 $98K
Lowe Wealth Advisors, LLC 0.04% No change 449 $97K
Hazlett, Burt & Watson, Inc. 0.04% No change 442 $96K
Motco 0.01% No change 437 $96K
Clearstead Trust, LLC 0.02% Add +25.8% 439 $95K
TD Capital Management LLC 0.01% Reduce -12.8% 424 $91K
Olistico Wealth, LLC 0.05% No change 423 $91K
Bollard Group LLC 0.00% Add +0.2% 423 $91K
MTM Investment Management, LLC 0.03% No change 409 $88K
Glass Jacobson Investment Advisors llc 0.03% Reduce -53.0% 404 $87K
Westside Investment Management, Inc. 0.02% No change 400 $86K
Skylands Capital, LLC 0.01% No change 400 $86K
Cary Street Partners Investment Advisory LLC 0.04% Add +3.2% 389 $84K
Hurley Capital, LLC 0.06% No change 380 $82K
Founders Financial Alliance, LLC 0.02% Reduce -6.7% 377 $81K
JTC Employer Solutions Trustee Ltd 0.01% No change 375 $81K
Binnacle Investments Inc 0.05% No change 375 $81K
Cape Investment Advisory, Inc. 0.03% Add +23.3% 371 $80K
Wellington Shields & Co., LLC 0.02% New 371 $80K
EPG Wealth Management LLC 0.02% Reduce -76.1% 360 $78K
Contravisory Investment Management, Inc. 0.02% Add +7.5% 358 $77K
Ceeto Capital Group, LLC 0.03% No change 352 $76K
Pacific Center for Financial Services 0.02% No change 351 $76K
Murphy & Mullick Capital Management Corp 0.06% Add +26.0% 339 $73K
WealthCollab, LLC 0.04% No change 337 $73K
Stephens Consulting, LLC 0.02% Reduce -36.4% 335 $72K
Advanced Asset Management Advisors Inc 0.02% Add +3.4% 331 $71K
Kings Path Partners LLC 0.03% No change 330 $71K
Newton One Investments LLC 0.02% No change 327 $71K
Hamilton Point Investment Advisors, LLC 0.01% No change 323 $70K
Highline Wealth Partners LLC 0.02% Add +3.5% 321 $69K
Abound Wealth Management 0.02% Reduce -3.3% 319 $69K
Twin Peaks Wealth Advisors, LLC 0.02% New 302 $68K
Capital Advisors, Ltd. LLC 0.01% No change 317 $68K
Kozak & Associates, Inc. 0.01% Add +0.3% 296 $66K
Stone House Investment Management, LLC 0.01% Add +0.3% 307 $66K
Balentine LLC 0.00% No change 303 $65K
Discovery Capital Management, LLC / CT 0.01% New 302 $65K
PFS Partners, LLC 0.03% Add +11.1% 300 $65K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -65.2% 292 $63K
Vermillion & White Wealth Management Group, LLC 0.04% No change 284 $61K
Rossby Financial, LCC 0.02% Reduce -2.4% 282 $61K
Hoese & Co LLP 0.05% Add +450.0% 275 $59K
CGC Financial Services, LLC 0.02% No change 270 $58K
Riverview Trust Co 0.07% No change 269 $58K
SYM FINANCIAL Corp 0.01% Reduce -27.3% 266 $57K
Hartford Financial Management Inc. 0.02% No change 258 $56K
TOWER TRUST & INVESTMENT Co 0.04% No change 250 $54K
Cornerstone National Bank & Trust Co 0.02% No change 246 $53K
Creekmur Asset Management LLC 0.01% Add +4.7% 244 $53K
ROSS\JOHNSON & Associates LLC 1.08% Add +0.8% 243 $52K
Minot DeBlois Advisors LLC 0.05% Add +31.5% 238 $51K
VSM Wealth Advisory, LLC 0.02% No change 235 $51K
MeadowBrook Investment Advisors LLC 0.05% No change 234 $50K
Comprehensive Financial Planning, Inc. 0.04% Reduce -57.3% 234 $50K
American Capital Advisory, LLC 0.02% Reduce -27.2% 230 $50K
Hemington Wealth Management 0.01% Reduce -27.1% 226 $48K
Eukles Asset Management 0.02% No change 220 $47K
Barrett & Company, Inc. 0.02% No change 216 $47K
Mill Capital Management, LLC 0.00% No change 215 $46K
Arlington Trust Co LLC 0.01% No change 211 $46K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 209 $45K
IMG Wealth Management, Inc. 0.03% Add +67.7% 208 $45K
Providence Capital Advisors, LLC 0.01% New 207 $45K
Weaver Capital Management LLC 0.01% Reduce -0.5% 205 $44K
Semmax Financial Advisors Inc. 0.01% Add +0.5% 199 $44K
Tradewinds Capital Management, LLC 0.01% Reduce -6.1% 201 $43K
Y.D. More Investments Ltd 0.00% No change 200 $43K
First Community Trust NA 0.03% Add +19.3% 198 $43K
Arjuna Capital 0.01% No change 195 $42K
Advantage Trust Co 0.02% No change 194 $42K
Painted Porch Advisors LLC 0.02% Add +5.4% 194 $42K
Luminist Capital LLC 0.04% Reduce -4.5% 192 $42K
Washington Trust Advisors, Inc. 0.00% Reduce -11.5% 192 $41K
Pineridge Advisors LLC 0.01% Add +93.9% 190 $41K
Burkett Financial Services, LLC 0.01% No change 187 $40K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 181 $39K
Legacies Wealth LLC 0.03% No change 177 $38K
Godsey & Gibb, Inc. 0.00% Add +6.7% 176 $38K
Delta Asset Management LLC 0.00% No change 175 $38K
Hager Investment Management Services, LLC 0.02% No change 171 $37K
1 North Wealth Services LLC 0.01% No change 170 $37K
Parkworth Wealth Management, Inc. 0.03% No change 168 $36K
Peachtree Investment Partners, LLC 0.01% No change 166 $36K
one8zero8, LLC 0.01% No change 165 $36K
Beacon Capital Management, Inc. 0.00% New 164 $35K
Ameliora Wealth Management Ltd. 0.01% Reduce -45.8% 160 $35K
Basso Capital Management, L.P. 0.03% No change 159 $34K
Bellevue Asset Management, LLC 0.02% Reduce -16.1% 156 $34K
Pingora Partners LLC 0.02% New 150 $32K
Brooklyn Investment Group 0.00% No change 150 $32K
Phillips Financial Management, LLC 0.00% No change 150 $32K
Capula Management Ltd 0.00% Reduce -99.3% 150 $32K
Navigoe, LLC 0.02% No change 150 $32K
Centerpoint Advisors, LLC 0.01% No change 144 $31K
Financial Network Wealth Advisors LLC 0.04% No change 143 $31K
Proathlete Wealth Management LLC 0.01% New 141 $30K
Punch & Associates Investment Management, Inc. 0.00% No change 140 $30K
Insight Inv LLC 0.02% No change 138 $30K
Global Wealth Strategies & Associates 0.01% Reduce -42.4% 136 $29K
Conquis Financial LLC 0.03% Reduce -6.3% 135 $29K
Opal Wealth Advisors, LLC 0.01% New 131 $28K
Kathleen S. Wright Associates Inc. 0.01% No change 131 $28K
Clear Investment Research, LLC 0.04% Reduce -62.1% 129 $28K
Templeton & Phillips Capital Management, LLC 0.02% Add +14.6% 126 $27K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -16.4% 122 $26K
Quaker Wealth Management, LLC 0.01% — 120 $26K
Raffa Wealth Management, LLC 0.01% New 120 $26K
Cardinal Strategic Wealth Guidance 0.01% No change 117 $25K
Granite FO LLC 0.01% No change 117 $25K
Your Advocates Ltd., LLP 0.01% Add +35.7% 114 $25K
West Branch Capital LLC 0.01% Reduce -49.8% 109 $24K
Legacy Investment Solutions, LLC 0.01% — 107 $23K
Legacy Wealth Managment, LLC 0.01% No change 107 $23K
IFS Advisors, LLC 0.02% New 105 $23K
Transce3nd, LLC 0.01% Add +26.8% 104 $23K
Colony Family Offices, LLC 0.01% No change 104 $22K
Truvestments Capital LLC 0.00% Reduce -85.3% 100 $22K
Alpha DNA Investment Management LLC 0.41% New 100 $22K
Kennebec Savings Bank 0.02% No change 100 $22K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $22K
Cordant, Inc. 0.01% No change 100 $22K
MorganRosel Wealth Management, LLC 0.01% No change 100 $22K
Ramirez Asset Management, Inc. 0.00% No change 100 $22K
Perritt Capital Management Inc 0.01% No change 91 $20K
Covenant Partners, LLC 0.01% No change 89 $19K
Richardson Capital Management LLC 0.01% No change 88 $19K
First Financial Corp. 0.01% Reduce -77.2% 84 $18K
Prudent Man Investment Management, Inc. 0.01% No change 82 $18K
Ridgewood Investments LLC 0.01% No change 83 $18K
SIMA Wealth Partners, LLC 0.01% Reduce -1.2% 81 $17K
GS Investments, Inc. 0.01% Reduce -25.0% 75 $16K
Evergreen Private Wealth LLC 0.01% No change 74 $16K
Curio Wealth, LLC 0.01% Add +7100.0% 72 $16K
SRH Advisors, LLC 0.00% No change 70 $15K
Mb, Levis & Associates, LLC 0.01% No change 67 $14K
Tidemark, LLC 0.00% Reduce -46.1% 63 $14K
TFC Financial Management, Inc. 0.00% No change 61 $13K
Putney Financial Group LLC 0.01% No change 60 $13K
Stuart Chaussee & Associates, Inc. 0.00% No change 60 $13K
RMG Wealth Management LLC 0.00% — 57 $13K
Holos Integrated Wealth LLC 0.01% No change 56 $12K
Provident Wealth Management, LLC 0.00% Reduce -85.3% 57 $12K
Beaird Harris Wealth Management, LLC 0.00% Add +22.2% 55 $12K
Cornerstone Planning Group LLC 0.00% No change 50 $11K
Signature Resources Capital Management, LLC 0.01% No change 51 $11K
Anfield Capital Management, LLC 0.00% No change 51 $11K
Ulland Investment Advisors, LLC 0.01% No change 50 $11K
Vision Financial Markets LLC 0.01% Add +2.0% 51 $11K
WFA of San Diego, LLC 0.01% — 50 $11K
Chilton Capital Management LLC 0.00% No change 50 $11K
Mid-American Wealth Advisory Group, Inc. 0.01% New 49 $11K
Family Manage LLC 0.00% No change 49 $11K
Tucker Asset Management LLC 0.00% No change 48 $10K
Sawyer & Company, Inc 0.00% No change 30 $9K
Chung Wu Investment Group, LLC 0.01% New 40 $9K
DecisionPoint Financial, LLC 0.00% Reduce -39.1% 39 $9K
Christopher J. Hasenberg, Inc 0.00% Reduce -93.8% 39 $8K
Pinney & Scofield, Inc. 0.01% No change 38 $8K
Graney & King, LLC 0.00% New 30 $6K
Accredited Wealth Management, LLC 0.01% No change 30 $6K
Elequin Capital, LP 0.00% No change 30 $6K
FWL Investment Management, LLC 0.00% No change 30 $6K
Chelsea Counsel Co. 0.00% No change 29 $6K
First Command Advisory Services, Inc. 0.00% New 29 $6K
Financial Freedom, LLC 0.00% No change 29 $6K
Aventura Private Wealth, LLC 0.00% No change 26 $6K
Team Financial Group, LLC 0.00% New 24 $5K
Barnes Dennig Private Wealth Management LLC 0.01% New 24 $5K
Ascentis Wealth Management, LLC 0.00% No change 23 $5K
Cheviot Value Management, LLC 0.00% No change 22 $5K
Valued Wealth Advisors LLC 0.00% Reduce -96.4% 22 $5K
New England Capital Financial Advisors LLC 0.00% New 20 $4K
Evolution Wealth Management Inc. 0.00% — 16 $3K
USA Financial Formulas 0.00% Reduce -99.6% 16 $3K
Kilter Group LLC 0.00% New 15 $3K
Global Trust Asset Management, LLC 0.00% No change 11 $2K
Solstein Capital, LLC 0.00% No change 11 $2K
Western Pacific Wealth Management, LP 0.00% Reduce -98.3% 10 $2K
Coston, McIsaac & Partners 0.00% No change 13 $2K
Fairscale Capital, LLC 0.00% No change 7 $2K
Kentucky Trust Co 0.00% New 6 $1K
Logan Capital Management Inc. 0.00% Reduce -99.6% 6 $1K
Transamerica Financial Advisors, LLC 0.00% No change 6 $1K
Sellwood Investment Partners LLC 0.00% No change 5 $1K
Hillsdale Investment Management Inc. 0.00% No change 5 $1K
Covestor Ltd 0.00% No change 4 $1K
Oliver Lagore Vanvalin Investment Group 0.00% — 3 $598
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 2 $432

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