iShares Russell 2000 ETFIWMETF

13F holders, Q3 2025 (September 30)
2,436holders +68
194new positions
110sold out
10famous investors
$241.80avg. 13F price*

At the end of Q3 2025, 2,436 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, up 68 from Q2 2025. 194 opened new positions and 110 sold out. The largest holders were Bank of America Corp. ($8.9B), Morgan Stanley ($4.4B) and Goldman Sachs Group Inc. ($3.6B). 10 famous investors held it, including Jeff Smith (0.6% of Starboard Value's portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Israel Englander (0.2% of Millennium Management's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions194$1.2B
Exits110$2.2B

All 13F filers, Q2 2025 → Q3 2025: 20,581,039 shares bought and 40,660,776 shares sold, net −20,079,737 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,436 holders

Bank of America Corp. 0.67% Reduce -0.8% 36,865,282 $8.9B
Morgan Stanley 0.27% Reduce -13.0% 18,151,969 $4.4B
Goldman Sachs Group Inc. 0.53% Reduce -31.2% 15,057,395 $3.6B
Wells Fargo & Company 0.65% Reduce -15.7% 13,162,753 $3.2B
BlackRock, Inc. 0.04% Add +0.1% 9,165,238 $2.2B
Empower Advisory Group, LLC 5.78% Reduce 0.0% 8,616,693 $2.1B
JPMorgan Chase & Co. 0.12% Reduce -5.3% 7,745,332 $1.9B
Royal Bank of Canada 0.33% Add +34.9% 7,598,266 $1.8B
LPL Financial LLC 0.52% Add +4.5% 7,367,450 $1.8B
Rafferty Asset Management, LLC 5.14% Reduce -2.9% 6,552,360 $1.6B
Healthcare of Ontario Pension Plan Trust Fund 2.53% Add +34.2% 5,606,000 $1.4B
Bank of Montreal 0.51% Add +2.3% 4,975,964 $1.2B
BNP Paribas Financial Markets 0.86% Add +3.7% 4,465,219 $1.1B
Northern Trust Corp. 0.13% Reduce -1.1% 4,121,905 $997.3M
UBS Group AG 0.18% Reduce -5.1% 3,885,475 $940.1M
Susquehanna International Group, LLP 1.37% Reduce -18.2% 3,870,656 $936.5M
PNC Financial Services Group, Inc. 0.44% Reduce -0.2% 2,990,928 $723.7M
Canada Pension Plan Investment Board 0.47% Reduce -7.6% 2,781,000 $672.9M
Barclays PLC 0.25% Reduce -12.1% 2,759,791 $667.8M
US Bancorp \de 0.75% Reduce -2.3% 2,603,293 $629.9M
Citigroup Inc. 0.42% Add +117.6% 2,514,551 $608.4M
M&T Bank Corp 1.84% Reduce -4.1% 2,255,781 $545.8M
FMR LLC 0.03% Reduce -3.9% 2,174,304 $526.1M
Treasurer of the State of North Carolina 1.51% Add +0.3% 2,021,520 $489.1M
Envestnet Asset Management Inc. 0.14% Add +25.5% 1,967,246 $476.0M
HRT Financial LP 1.72% Add +32.2% 1,934,900 $468.2M
Raymond James Financial Inc. 0.15% Add +3.4% 1,925,317 $465.8M
Bank of New York Mellon Corp 0.08% Reduce -1.5% 1,902,737 $460.4M
Cetera Investment Advisers 0.47% Add +135.5% 1,672,712 $404.7M
Millburn Ridgefield LLC 8.70% Reduce -8.8% 1,507,119 $364.7M
Catalyst Capital Advisors LLC 7.36% Reduce -8.8% 1,507,119 $364.7M
Varma Mutual Pension Insurance Co 2.26% Add +926.9% 1,458,061 $352.8M
Jefferies Financial Group Inc. 3.34% Add +71.5% 1,456,521 $352.4M
Ameriprise Financial Inc. 0.08% Add +1.8% 1,417,207 $343.3M
Cibc World Market Inc. 0.69% Add +0.4% 1,370,202 $331.5M
Truist Financial Corp. 0.45% Add +13.3% 1,363,817 $330.0M
Wellington Management Group LLP 0.05% Add +23.5% 1,180,679 $285.7M
Jones Financial Companies LLLP 0.17% Reduce -78.9% 1,017,868 $245.7M
Clal Insurance Enterprises Holdings Ltd 1.72% New 932,000 $225.5M
Alliancebernstein L.P. 0.07% Reduce -1.3% 921,612 $223.0M
Pathstone Holdings, LLC 0.83% Reduce -3.4% 902,038 $217.8M
Brown Advisory Inc. 0.28% Add +5.0% 897,594 $217.2M
Millennium Management 0.17% Add +1026.4% 873,091 $211.3M
AMG National Trust Bank 4.89% Reduce -1.2% 828,158 $200.4M
Keybank National Association 0.68% Reduce -1.8% 799,292 $193.4M
Rockefeller Capital Management L.P. 0.34% Reduce -9.7% 716,893 $173.5M
LBMC Investment Advisors, LLC 10.86% Add +0.4% 704,261 $170.4M
Franklin Resources Inc. 0.04% Add +1.8% 686,889 $166.2M
Mariner, LLC 0.21% Add +4.7% 656,707 $158.9M
CIBC Private Wealth Group LLC 0.27% Add +2.4% 640,622 $155.0M
Mirae Asset Securities (usa) Inc. 6.79% Reduce -8.9% 639,662 $154.8M
Fifth Third Bancorp 0.48% Reduce -1.4% 621,005 $150.3M
Simplex Trading, LLC 3.30% Add +220.7% 617,585 $149.4M
Stifel Financial Corp. 0.14% Add +8.5% 611,090 $147.9M
Impactive Capital LP 7.09% New 609,241 $147.4M
Northwestern Mutual Wealth Management Co. 0.10% Add +3.3% 609,005 $147.4M
HighTower Advisors, LLC 0.17% Add +11.2% 606,392 $146.7M
Baird Financial Group, Inc. 0.23% Reduce -2.4% 601,495 $145.5M
Tiaa Trust, National Association 0.35% Add +1.2% 589,883 $142.7M
Synovus Financial Corp. 1.62% Add +1.1% 584,336 $141.4M
Sand Hill Global Advisors, LLC 4.96% Reduce -4.4% 582,631 $141.0M
Commonwealth Equity Services, LLC 0.18% Add +3.4% 571,332 $138.2M
Creative Planning 0.11% Add +0.1% 568,709 $137.6M
Corient Private Wealth LP 0.21% Reduce -70.4% 548,438 $132.7M
Osaic Holdings, Inc. 0.18% Add +16.9% 539,769 $128.8M
Cerity Partners LLC 0.21% Reduce -2.3% 525,001 $127.0M
Blair William & Co. 0.32% Add +1.4% 500,461 $121.1M
MAI Capital Management 0.73% Add +0.5% 483,927 $117.1M
Citadel Advisors 0.10% Reduce -35.8% 479,996 $116.1M
Broadwood Capital Inc. 6.95% No change 474,920 $114.9M
Balyasny Asset Management L.P. 0.23% Add +74.5% 464,672 $112.4M
Commerce Bank 0.62% Reduce -1.5% 460,024 $111.3M
Glenmede Investment Management, LP 0.51% Reduce -0.3% 432,910 $104.7M
HSBC Holdings PLC 0.06% Add +36.0% 427,205 $102.7M
Valiant Capital Management, L.P. 9.47% Reduce -11.9% 422,857 $102.3M
Jump Financial, LLC 1.35% Reduce -51.5% 417,113 $100.9M
Cresset Asset Management, LLC 0.44% Add +0.6% 415,021 $100.4M
Atom Investors LP 7.42% Add +28.5% 404,557 $97.9M
Focus Partners Wealth 0.16% Add +7.3% 403,595 $97.7M
State of New Jersey Common Pension Fund D 0.36% No change 402,418 $97.4M
Mercer Global Advisors Inc. 0.16% Add +17.5% 402,856 $97.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.74% Add +1248.3% 401,280 $96.4M
Optiver Holding B.V. 1.54% Reduce -75.4% 391,036 $94.6M
Citizens Financial Group Inc. 1.28% Add +1.1% 386,528 $93.5M
Ensign Peak Advisors, Inc 0.15% Reduce -44.6% 385,921 $93.4M
Halbert Hargrove Global Advisors, LLC 4.34% Add +1.9% 366,299 $88.6M
IMC-Chicago, LLC 1.53% Add +67.9% 356,960 $86.4M
CTC LLC 3.35% Reduce -35.1% 339,320 $82.1M
SG Americas Securities, LLC 0.30% Reduce -61.2% 331,900 $80.3M
Stairway Partners, LLC 4.20% Reduce -0.1% 327,132 $79.2M
Captrust Financial Advisors 0.16% Reduce -1.3% 319,897 $77.4M
WASHINGTON TRUST Co 2.54% Reduce -0.4% 319,551 $77.3M
Accredited Investors Inc. 4.10% Add +32.9% 303,453 $73.4M
Bessemer Group Inc. 0.11% Add +44.7% 299,793 $72.5M
Comerica Bank 0.27% Add +0.9% 296,480 $71.7M
Silver Point Capital L.P. 5.33% New 296,000 $71.6M
Cambridge Investment Research Advisors, Inc. 0.20% Add +9.2% 293,379 $71.0M
Janney Montgomery Scott LLC 0.17% Add +15.3% 290,772 $70.4M
Arvest Bank Trust Division 3.86% Reduce -4.3% 287,563 $69.6M
First Financial Bank - Trust Division 5.89% Add +4.5% 285,042 $69.0M
CI Investments Inc. 0.25% New 281,398 $68.1M
Regions Financial Corp. 0.44% Reduce -2.6% 276,142 $66.8M
Brookstone Capital Management 0.77% Add +8.1% 268,074 $64.9M
Kestra Advisory Services, LLC 0.30% Add +33.5% 267,952 $64.8M
National Philanthropic Trust 0.72% Reduce -7.3% 266,696 $64.5M
Parkside Investments, LLC 8.02% Reduce -0.5% 265,181 $64.2M
Whittier Trust Co. 0.72% Add +0.5% 258,704 $63.6M
Marshall Wace, LLP 0.07% New 255,531 $61.8M
GLOBALT Investments LLC / GA 2.17% Reduce -6.9% 245,524 $59.4M
First Western Trust Bank 2.67% Add +0.7% 240,217 $58.1M
Deutsche Bank AG 0.02% Reduce -8.3% 238,407 $57.7M
D. E. Shaw & Co. 0.05% Reduce -66.7% 238,180 $57.6M
Johnson Investment Counsel Inc. 0.48% Add +7.2% 235,602 $57.0M
Moneta Group Investment Advisors LLC 0.45% Add +0.5% 232,113 $56.2M
FineMark National Bank & Trust 1.83% Reduce -2.7% 231,690 $56.1M
Angeles Investment Advisors, LLC 3.56% Add +29431.2% 224,142 $54.2M
Walleye Trading LLC 0.85% Add +166.4% 220,497 $53.4M
German American Bancorp, Inc. 4.68% Add +2.7% 218,746 $52.9M
Point72 Europe (London) LLP 2.87% New 218,600 $52.9M
Two Sigma Investments, LP 0.09% Reduce -67.9% 217,800 $52.7M
Mizuho Bank, Ltd. 5.77% New 215,000 $52.0M
NorthCoast Asset Management LLC 0.19% Reduce -2.3% 204,808 $49.6M
Private Advisor Group, LLC 0.24% Add +5.8% 203,695 $49.3M
TCTC Holdings, LLC 1.46% Add +0.3% 202,932 $49.1M
Wealthspire Advisors, LLC 0.25% Reduce -0.5% 197,930 $47.9M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -0.3% 195,325 $47.6M
MML Investors Services, LLC 0.12% Add +5.0% 192,637 $46.6M
Savant Capital, LLC 0.28% Reduce -0.6% 187,917 $45.5M
Peapack Gladstone Financial Corp. 0.59% Reduce -2.6% 187,712 $45.4M
Waverly Advisors, LLC 0.45% Add +2.5% 186,095 $45.0M
Stock Yards Bank & Trust Co. 1.39% Add +4.3% 182,938 $44.3M
Senator Investment Group LP 1.63% New 182,000 $44.0M
Anderson Hoagland & Co. 3.93% Add +1.6% 181,230 $43.9M
UMB Bank, n.a. 0.64% Add +0.8% 180,298 $43.6M
Prudential Financial Inc. 0.05% Reduce -4.6% 175,649 $42.5M
Qube Research & Technologies Ltd 0.06% New 175,418 $42.4M
59 North Capital Management, LP 1.31% Reduce -81.9% 174,219 $42.2M
Allspring Global Investments Holdings, LLC 0.07% Add +313.5% 171,842 $41.7M
A&I Financial Services, LLC 20.10% Reduce -0.2% 169,844 $41.2M
Blackstone Inc. 0.17% Add +95.1% 167,601 $40.6M
Modera Wealth Management, LLC 0.47% Reduce -4.3% 167,034 $40.4M
Lido Advisors, LLC 0.17% Add +3.1% 166,928 $40.4M
Dakota Wealth Management 0.81% Reduce -9.3% 165,492 $40.0M
Neuberger Berman Group LLC 0.03% Add +8.6% 164,967 $39.9M
AQR Capital Management 0.03% Add +31.0% 163,953 $39.7M
IHT Wealth Management, LLC 1.00% Reduce -0.4% 163,943 $39.7M
Greenwood Gearhart LLC 2.28% Add +1.5% 163,646 $39.6M
Alphadyne Asset Management LP 26.51% Add +3277.4% 162,320 $39.3M
Old Mission Capital LLC 1.39% Reduce -71.8% 160,359 $38.8M
Natixis Advisors, LLC 0.06% Add +21.6% 160,203 $38.8M
DRW Securities, LLC 1.97% Reduce -30.7% 159,035 $38.4M
Centiva Capital, LP 3.35% Add +188.5% 147,981 $35.8M
Summit Trail Advisors, LLC 0.49% Add +3.5% 147,818 $35.8M
Sanctuary Advisors, LLC 0.20% Add +15.3% 145,039 $35.1M
Arrowstreet Capital, Limited Partnership 0.02% Add +396.8% 143,476 $34.7M
Country Trust Bank 0.75% Add +1.6% 142,410 $34.5M
Pittenger & Anderson Inc. 1.26% Add +1.0% 141,877 $34.3M
TD Asset Management Inc 0.03% Add +8779.8% 141,721 $34.3M
Whittier Trust Co. of Nevada Inc. 0.72% Add +0.8% 137,492 $33.8M
Paulson Wealth Management Inc. 7.97% Add +0.7% 139,295 $33.7M
Factory Mutual Insurance Co. 0.32% Reduce -29.4% 137,580 $33.3M
Starboard Value 0.62% Reduce -59.7% 137,000 $33.1M
Capstone Investment Advisors, LLC 0.35% Reduce -26.5% 134,329 $32.5M
Titleist Asset Management, LLC 2.83% Add +2.5% 133,304 $32.3M
Jane Street Group, LLC 0.04% Reduce -84.2% 127,083 $30.7M
All Terrain Financial Advisors, LLC 9.78% Reduce -0.3% 125,323 $30.3M
Horizon Investments, LLC 0.39% Add +7832.2% 122,870 $29.7M
Metropolitan Life Insurance Co 8.60% Reduce -9.5% 121,345 $29.4M
D.A. Davidson & Co. 0.19% Reduce -19.3% 120,898 $29.3M
First Foundation Advisors 1.07% Add +1.6% 119,955 $29.0M
Consolidated Investment Group LLC 3.56% No change 119,666 $29.0M
Equitable Holdings, Inc. 0.21% Add +4.8% 119,244 $28.9M
Moore Capital Management, LP 0.59% Reduce -21.2% 119,034 $28.8M
Oldfather Financial Services, LLC 8.82% Add +4.0% 117,069 $28.3M
Old National Bancorp 0.48% Reduce -1.6% 116,615 $28.2M
Edge Wealth Management LLC 4.94% Add +0.4% 115,238 $27.9M
Waters Parkerson & Co., LLC 1.33% Reduce -0.1% 113,066 $27.4M
Marshall & Sullivan Inc. 12.57% Reduce -0.1% 112,021 $27.1M
Tudor Investment Corporation 0.18% Reduce -47.6% 111,733 $27.0M
LJI Wealth Management, LLC 4.65% Reduce -1.7% 109,862 $26.6M
Venturi Wealth Management, LLC 1.23% Add +6.7% 109,615 $26.5M
Bank of Nova Scotia 0.05% Add +47.7% 108,542 $26.3M
Scopus Asset Management, L.P. 0.62% New 108,000 $26.1M
Stratos Wealth Partners, LTD. 0.31% Reduce -0.3% 107,597 $26.0M
Maytus Capital Management, LLC 5.55% New 106,970 $25.9M
NewEdge Advisors, LLC 0.12% Add +13.5% 106,691 $25.8M
Choreo, LLC 0.33% Reduce -1.3% 148,043 $25.6M
First Commonwealth Financial Corp 4.22% Add +1.2% 104,171 $25.2M
Valeo Financial Advisors, LLC 0.57% Add +0.5% 103,632 $25.1M
&partners 0.16% Add +9.9% 103,180 $25.0M
Busey Bank 0.68% Reduce -4.0% 101,439 $24.5M
Tarbox Family Office, Inc. 3.58% Reduce -9.8% 100,754 $24.4M
Gainplan LLC 10.26% New 100,089 $24.2M
Proem Advisors LLC 5.82% New 100,000 $24.2M
Janney Capital Management LLC 1.51% Reduce -2.4% 99,912 $24.2M
1ST Source Bank 1.27% Reduce -2.4% 99,499 $24.1M
Gendell Jeffrey L 0.44% Reduce -41.5% 99,493 $24.1M
Stephens Inc. 0.30% Add +1.0% 98,857 $23.9M
Great Waters Wealth Management 2.82% Reduce -6.7% 98,682 $23.9M
Analyst IMS Investment Management Services Ltd. 0.73% Reduce -0.5% 97,345 $23.6M
Envestnet Portfolio Solutions, Inc. 0.09% Add +78.2% 96,966 $23.5M
BIP Wealth, LLC 1.16% Reduce -0.9% 96,890 $23.4M
Symphony Financial, Ltd. Co. 2.85% Reduce -10.7% 96,069 $23.4M
Clearstead Advisors, LLC 0.33% Reduce -0.6% 94,291 $22.8M
NTV Asset Management LLC 2.48% Add +2.6% 93,905 $22.7M
Mesirow Financial Investment Management, Inc. 0.40% Reduce -1.1% 93,526 $22.6M
Verition Fund Management LLC 0.13% Reduce -54.4% 92,260 $22.3M
Hengehold Capital Management LLC 1.90% Add +0.5% 92,204 $22.3M
Belvedere Trading LLC 1.76% Reduce -50.9% 90,630 $21.9M
Rovida Investment Management Ltd 2.47% No change 90,000 $21.8M
MetLife Investment Management, LLC 0.10% Reduce -58.4% 89,294 $21.6M
Finley Financial, LLC 9.91% Add +1.3% 88,532 $21.4M
Walleye Capital LLC 0.19% Reduce -38.0% 88,436 $21.4M
Mackenzie Financial Corp. 0.03% Add +20.7% 87,589 $21.2M
PEAK6 LLC 0.53% Reduce -17.6% 87,400 $21.1M
River Wealth Advisors LLC 2.45% Reduce -0.5% 86,690 $21.0M
Park Avenue Securities LLC 0.16% Add +74.1% 86,303 $20.9M
Wilmington Savings Fund Society, FSB 0.50% Reduce -23.9% 86,092 $20.8M
SteelPeak Wealth, LLC 0.70% Reduce -8.2% 85,916 $20.8M
Brighton Jones LLC 0.50% Reduce -0.4% 85,438 $20.7M
Wolverine Trading, LLC 0.41% Reduce -71.1% 85,000 $20.5M
Toronto Dominion Bank 0.04% Reduce -18.6% 84,277 $20.4M
First Horizon Corp. 0.96% — 84,195 $20.4M
Anb Bank 8.18% Add +462.1% 83,388 $20.2M
J.W. Cole Advisors, Inc. 0.38% Add +2.4% 82,110 $19.9M
Amarillo National Bank 3.48% Reduce -3.9% 81,891 $19.8M
Oppenheimer Asset Management Inc. 0.22% Reduce -2.7% 81,596 $19.7M
Glenview Trust Co 0.31% Reduce -1.2% 81,489 $19.7M
Cwm, LLC 0.06% Add +7.6% 80,877 $19.6M
Guardian Wealth Advisors, LLC 11.00% Add +0.4% 80,172 $19.4M
Brewster Financial Planning LLC 12.11% Add +0.7% 79,580 $19.3M
Hillcrest Wealth Advisors - NY, LLC 8.63% Reduce -3.6% 79,312 $19.2M
Dynamic Advisor Solutions LLC 0.54% Add +11.1% 77,528 $18.8M
BTC Capital Management, Inc. 1.29% Add +1.9% 77,457 $18.7M
Itau Unibanco Holding S.A. 0.63% New 77,077 $18.6M
Blueshift Asset Management, LLC 5.73% Reduce -36.7% 76,839 $18.6M
Litman Gregory Wealth Management LLC 1.35% Reduce -1.4% 74,932 $18.1M
Wesbanco Bank Inc. 0.50% Reduce -4.1% 74,863 $18.1M
Tower Research Capital LLC (TRC) 0.50% Reduce -57.8% 74,467 $18.0M
Baron Financial Group, LLC 9.81% Reduce -0.3% 74,035 $17.9M
Diversify Advisory Services, LLC 0.60% Add +1.6% 72,794 $17.9M
Salomon & Ludwin, LLC 1.60% Add +4.5% 72,257 $17.8M
Beacon Pointe Advisors, LLC 0.15% Reduce -10.2% 73,369 $17.8M
Pinnacle Associates Ltd. 0.24% Reduce -0.0% 73,283 $17.7M
Farmers & Merchants Investments Inc. 0.50% Add +0.1% 73,032 $17.7M
Jasper Ridge Partners, L.P. 0.40% No change 72,711 $17.6M
Crewe Advisors LLC 1.67% Reduce -0.9% 72,492 $17.5M
Kanawha Capital Management LLC 1.21% Reduce -0.5% 72,413 $17.5M
Patton Fund Management, Inc. 3.14% Reduce -2.5% 72,285 $17.5M
SimpliFi, Inc. 7.46% Reduce -2.1% 72,070 $17.4M
Diversified Trust Co. 0.35% Add +8.1% 72,016 $17.4M
Jacobi Capital Management LLC 1.04% Reduce -1.7% 70,945 $17.2M
Summit Financial, LLC 0.26% Add +11.5% 70,733 $17.1M
Connors Investor Services Inc. 1.46% Reduce -6.8% 70,594 $17.1M
LCM Capital Management Inc 8.09% Add +0.3% 69,686 $16.9M
Verdence Capital Advisors LLC 0.94% Add +18.8% 65,280 $16.3M
Prudential PLC 0.12% New 66,750 $16.2M
Perbak Capital Partners LLP 2.84% Add +46.7% 66,615 $16.1M
TRUE Private Wealth Advisors 1.62% Reduce -1.9% 65,767 $15.9M
Dimension Capital Management LLC 2.27% Add +0.1% 64,458 $15.6M
Stratos Wealth Advisors, LLC 0.75% Reduce -0.5% 64,289 $15.6M
RTD Financial Advisors, Inc. 1.86% Reduce -1.2% 64,040 $15.5M
GW&K Investment Management, LLC 0.14% Add +26.0% 63,709 $15.4M
Bailard, Inc. 0.33% Add +0.5% 63,649 $15.4M
Smith, Moore & Co. 1.18% Reduce -0.7% 63,453 $15.4M
Personal Cfo Solutions, LLC 2.67% Add +1705.8% 62,931 $15.2M
Portland Global Advisors LLC 1.69% Reduce -0.9% 62,381 $15.1M
Integrated Wealth Concepts LLC 0.13% Reduce -1.2% 61,956 $15.0M
GTS Securities LLC 0.58% Reduce -86.9% 61,964 $15.0M
Pinnacle Wealth Management Advisory Group, LLC 1.12% Reduce 0.0% 61,743 $14.9M
Kayne Anderson Rudnick Investment Management LLC 0.04% Reduce -54.5% 61,696 $14.9M
United Capital Financial Advisors, LLC 0.11% Reduce -1.0% 61,490 $14.9M
Sigma Investment Counselors Inc. 0.77% Reduce -2.2% 61,429 $14.9M
Thrivent Financial for Lutherans 0.03% Add +60.3% 61,160 $14.8M
Fidelis Capital Partners, LLC 1.13% Reduce -1.5% 60,048 $14.5M
TD Private Client Wealth LLC 0.33% Add +45.8% 60,034 $14.5M
Concurrent Investment Advisors, LLC 0.25% Reduce -1.9% 60,029 $14.5M
Pinnacle Financial Partners Inc 0.34% Reduce -27.8% 59,320 $14.4M
Allworth Financial LP 0.06% Add +9.9% 59,311 $14.4M
Voya Investment Management LLC 0.02% Add +38.9% 59,232 $14.3M
New Perspectives, Inc 6.38% Add +3.6% 58,862 $14.2M
Westshore Wealth, LLC 4.83% Reduce -2.6% 58,467 $14.1M
Simmons Bank 0.94% Reduce -1.7% 58,451 $14.1M
Graham Capital Management, L.P. 0.77% New 58,400 $14.1M
IronBridge Private Wealth, LLC 4.46% Add +1.4% 58,388 $14.1M
Surience Private Wealth LLC 13.31% New 58,082 $14.1M
Advisory Services Network, LLC 0.21% Add +12.7% 57,804 $14.0M
Canada Post Corp Registered Pension Plan 0.62% No change 57,711 $13.9M
Greenfield FTC, Inc. 2.73% No change 57,262 $13.9M
Ameritas Investment Partners, Inc. 0.42% Reduce -34.3% 57,125 $13.8M
Blue Bell Private Wealth Management, LLC 2.10% Reduce -5.5% 56,965 $13.8M
Steward Partners Investment Advisory, LLC 0.08% Reduce -7.9% 56,845 $13.8M
Perigon Wealth Management, LLC 0.28% Reduce -3.2% 56,139 $13.6M
Humankind Investments LLC 3.08% No change 55,660 $13.5M
Hilltop Holdings Inc. 0.71% Reduce -4.0% 55,495 $13.4M
Legacy Wealth Management, LLC 0.78% Reduce -1.8% 55,001 $13.3M
Annis Gardner Whiting Capital Advisors, LLC 2.74% Add +546.8% 54,807 $13.3M
Kiker Wealth Management, LLC 6.68% Reduce -2.4% 54,634 $13.2M
Lodestar Private Asset Management LLC 1.38% Add +2.9% 54,443 $13.2M
Argent Advisors, Inc. 3.88% Add +3.7% 54,413 $13.2M
Callan Family Office, LLC 0.42% Add +4.7% 54,010 $13.1M
Bedell Frazier Investment Counselling, LLC 2.68% New 53,888 $13.0M
National Bank of Canada 0.01% Reduce -47.5% 53,683 $13.0M
Cavalier Investments, LLC 5.23% Add +499.6% 59,935 $13.0M
HighMark Wealth Management LLC 5.71% Reduce -3.4% 53,555 $13.0M
Ieq Capital, LLC 0.04% Reduce -4.6% 52,937 $12.8M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 8.45% New 51,848 $12.7M
Idaho Trust Co 4.27% Add +5.6% 52,434 $12.7M
SilverOak Wealth Management LLC 2.14% Add +0.7% 52,306 $12.7M
Sageworth Trust Co 0.59% Reduce -0.0% 52,188 $12.6M
Kestra Private Wealth Services, LLC 0.16% Reduce -1.2% 51,885 $12.6M
Global Retirement Partners, LLC 0.28% Add +0.8% 51,708 $12.5M
Alpine Bank Wealth Management 1.75% Reduce -3.7% 51,525 $12.5M
Engine Capital Management, LP 1.48% Add +94.5% 51,444 $12.4M
Prospera Financial Services Inc 0.21% Add +14.5% 51,129 $12.4M
Nepc LLC 0.32% Add +13.3% 50,697 $12.3M
Courier Capital LLC 0.70% Add +0.4% 50,691 $12.3M
Latigo Investments, LLC 6.16% No change 50,522 $12.2M
Foster Group, Inc. 0.38% Reduce -6.9% 50,355 $12.2M
Rovida Advisors Inc. 10.49% No change 50,300 $12.2M
Hancock Whitney Corp. 0.22% Add +13.8% 50,228 $12.2M
Shapiro Capital Management LLC 0.52% Add +278.3% 50,025 $12.1M
Silvercrest Asset Management Group LLC 0.08% Reduce -23.1% 49,755 $12.0M
Red Cedar Investment Management, LLC 1.40% Add +0.3% 49,505 $12.0M
Bokf, NA 0.18% Reduce -5.3% 49,242 $11.9M
Raelipskie Partnership 5.10% Reduce -0.5% 49,071 $11.9M
Coastline Trust Co 1.27% Reduce -3.2% 48,975 $11.8M
McLean Asset Management Corp 2.44% Reduce -2.6% 47,895 $11.8M
Twin Tree Management, LP 0.55% New 48,611 $11.8M
Vestcor Inc 0.35% Reduce -13.9% 47,794 $11.6M
MCF Advisors LLC 0.71% Reduce -4.9% 47,621 $11.5M
DT Investment Partners, LLC 0.97% Reduce -2.5% 47,560 $11.5M
William Howard & Co Financial Advisors Inc 9.78% Reduce -1.3% 47,496 $11.5M
Arbor Investment Advisors, LLC 1.46% Reduce -13.0% 47,397 $11.5M
SCS Capital Management LLC 0.13% Reduce -1.0% 47,396 $11.5M
Corsicana & Co. 6.40% — 47,061 $11.4M
Sequoia Financial Advisors, LLC 0.07% Reduce -11.5% 46,884 $11.3M
Ausdal Financial Partners, Inc. 0.55% Add +10.4% 46,655 $11.3M
Aspiriant, LLC 0.34% Reduce -0.5% 46,242 $11.2M
Smithfield Trust Co 0.50% Reduce -2.0% 45,917 $11.1M
Quantinno Capital Management LP 0.03% Add +61.2% 45,728 $11.1M
Banque Pictet & Cie SA 0.11% Reduce -1.2% 45,572 $11.0M
Integrated Advisors Network LLC 0.46% Reduce -0.5% 45,428 $11.0M
Vanguard Group Inc. 0.00% Reduce -0.0% 45,401 $11.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.27% Add +1.9% 44,740 $10.8M
Hudson Bay Capital Management LP 0.08% Add +603.3% 44,666 $10.8M
Northeast Financial Group, Inc. 2.67% Add +322.1% 44,293 $10.7M
HB Wealth Management, LLC 0.07% Add +2.6% 44,192 $10.7M
Strategic Wealth Partners, Ltd. 0.79% Add +20.7% 43,872 $10.6M
NWF Advisory Services Inc. 1.15% Add +5.0% 43,211 $10.5M
Robertson Stephens Wealth Management, LLC 0.31% Add +20.1% 42,771 $10.3M
Flputnam Investment Management Co. 0.15% Add +2.0% 42,603 $10.3M
Gilbert & Cook, Inc. 1.32% Reduce -4.3% 42,420 $10.3M
XML Financial, LLC 0.83% Add +1.5% 42,201 $10.2M
Harvest Investment Advisors, LLC 5.92% Add +1.1% 41,667 $10.1M
Conning Inc. 0.35% Reduce -18.5% 41,524 $10.0M
Daymark Wealth Partners, LLC 0.34% Reduce -1.6% 41,506 $10.0M
Horizon Wealth Management, LLC 1.47% New 41,412 $10.0M
Fulton Breakefield Broenniman LLC 0.64% Reduce -2.5% 41,230 $10.0M
First National Trust Co 0.34% Add +0.6% 40,913 $9.9M
Diversified Portfolios, Inc. 0.87% Reduce -0.0% 40,778 $9.9M
Palisades Investment Partners, LLC 3.84% New 40,433 $9.8M
VestGen Advisors, LLC 0.33% Reduce -26.7% 40,346 $9.8M
Howard Capital Management, LLC 0.13% Reduce -0.8% 40,271 $9.7M
Bradley Foster & Sargent Inc. 0.14% Add +6.0% 40,198 $9.7M
Meridian Wealth Partners, LLC 1.33% Reduce -1.1% 40,089 $9.7M
Systematic Alpha Investments, LLC 0.32% No change 40,006 $9.7M
Harvey Partners, LLC 0.88% No change 40,000 $9.7M
Pine Valley Investments Ltd Liability Co 0.50% Reduce -0.7% 39,722 $9.6M
Citizens Business Bank 1.60% Add +15.9% 39,714 $9.6M
Geneos Wealth Management Inc. 0.24% Add +12.3% 39,267 $9.5M
O'shaughnessy Asset Management, LLC 0.06% Add +10.8% 39,261 $9.5M
Segall Bryant & Hamill, LLC 0.13% Add +42.7% 39,252 $9.5M
Culbertson A N & Co. Inc. 1.33% Add +0.1% 38,811 $9.4M
Gray Private Wealth, LLC 4.72% Add +1.2% 38,707 $9.4M
Sowell Financial Services LLC 0.36% Reduce -12.1% 38,609 $9.3M
Becker Capital Management Inc. 0.27% Add +10.7% 38,550 $9.3M
StoneX Group Inc. 0.40% Add +17.5% 38,038 $9.2M
Carret Asset Management, LLC 0.89% Reduce -1.1% 37,858 $9.2M
Moller Wealth Partners 1.89% Reduce -5.1% 37,444 $9.1M
Parkside Financial Bank & Trust 0.70% Reduce -2.2% 37,294 $9.0M
State of Wisconsin Investment Board 0.02% Add +58.5% 37,260 $9.0M
Atria Investments, Inc 0.10% Add +319.6% 37,149 $9.0M
RMR Wealth Builders 0.75% Add +0.4% 37,024 $9.0M
Badgley Phelps Wealth Managers, LLC 0.19% Add +0.8% 36,968 $8.9M
Compound Planning, Inc. 0.29% Reduce -0.1% 36,954 $8.9M
Ramsay, Stattman, Vela & Price, Inc. 1.60% Reduce -0.4% 36,949 $8.9M
SVB Wealth LLC 0.48% Reduce -6.9% 36,918 $8.9M
First Heartland Consultants, Inc. 0.72% Add +1117.7% 36,666 $8.9M
Aspen Investment Management Inc 3.41% Add +5.9% 36,451 $8.8M
Fluent Financial, LLC 3.45% Reduce -4.0% 36,408 $8.8M
Chicago Partners Investment Group LLC 0.23% Add +7.1% 35,308 $8.8M
Aristotle Capital Boston, LLC 0.45% Reduce -2.0% 36,297 $8.8M
Evergreen Capital Management LLC 0.21% Add +3.3% 36,034 $8.7M
Evercore Wealth Management, LLC 0.13% Reduce -1.2% 36,026 $8.7M
Rhumbline Advisers 0.01% Add +19.9% 35,837 $8.7M
Capital Group Private Client Services, Inc. 0.14% Add +44.0% 35,774 $8.7M
Capstone Financial Advisors, Inc. 0.47% Add +0.2% 35,523 $8.6M
LPWM LLC 2.28% Add +1.3% 35,375 $8.6M
Aspect Partners, LLC 3.86% Add +820.9% 35,177 $8.5M
James Investment Research, Inc. 0.93% Add +1.3% 35,119 $8.5M
Sierra Capital LLC 0.93% Reduce -0.6% 34,989 $8.5M
Lee Johnson Capital Management, LLC 2.80% Reduce -11.3% 34,810 $8.4M
Axxcess Wealth Management, LLC 0.18% Reduce -21.6% 34,623 $8.4M
Argent Trust Co 0.30% Add +1.8% 34,525 $8.4M
NBT Bank, N.A. 0.54% Reduce -1.9% 34,016 $8.3M
Credit Agricole S A 0.03% — 34,462 $8.3M
Private Wealth Asset Management, LLC 0.98% Reduce -6.9% 34,439 $8.3M
IFG Advisory, LLC 0.38% Add +6.9% 34,406 $8.3M
Allianz Asset Management GmbH 0.01% New 34,400 $8.3M
Partners Capital Investment Group, LLP 0.33% Add +28.8% 34,255 $8.3M
DHJJ Financial Advisors, Ltd. 2.80% Add +3.3% 34,092 $8.2M
Ascent Group, LLC 0.29% Add +1.8% 33,727 $8.2M
Simon Quick Advisors, LLC 0.37% Add +150.0% 33,370 $8.1M
Independent Family Office, LLC 3.38% Reduce -14.0% 33,011 $8.0M
Whitefort Capital Management, LP 2.78% New 33,000 $8.0M
Palisade Asset Management, LLC 0.74% Reduce -1.0% 32,991 $8.0M
Kettle Hill Capital Management, LLC 1.80% Reduce -6.1% 32,984 $8.0M
Midwest Trust Co 0.10% Reduce -19.1% 32,972 $8.0M
Newport Capital Group, LLC 5.01% Add +0.6% 32,911 $8.0M
Guided Capital Wealth Management, LLC 6.82% Add +1.4% 32,866 $8.0M
Cobblestone Capital Advisors LLC 0.38% Add +22.5% 32,691 $7.9M
First Citizens Bank & Trust Co. 0.17% Add +4.6% 32,538 $7.9M
C M Bidwell & Associates Ltd. 3.78% Reduce -3.1% 32,510 $7.9M
Arcadia Investment Advisors LLC 3.80% Reduce -29.3% 32,344 $7.8M
Fortis Group Advisors, LLC 1.35% Add +24.9% 31,779 $7.8M
Independent Financial Group, LLC 0.19% Add +40.8% 32,303 $7.8M
Burling Wealth Partners, LLC 1.29% Add +6.0% 32,224 $7.8M
Cary Street Partners Financial LLC 0.20% Reduce -9.8% 32,057 $7.8M
Klingman & Associates, LLC 0.39% Reduce -0.2% 32,023 $7.7M
Helios Capital Management Pte. Ltd. 5.25% No change 32,000 $7.7M
PKO Investment Management Joint-Stock Co 0.66% Add +18.5% 32,000 $7.7M
Curi Capital, LLC 0.14% Reduce -22.9% 31,829 $7.7M
Dumont & Blake Investment Advisors LLC 1.86% Reduce -0.7% 31,738 $7.7M
Modern Wealth Management, LLC 0.15% Reduce -8.4% 31,731 $7.7M
Nilsine Partners, LLC 0.69% Add +1026.4% 31,685 $7.7M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -1.4% 31,513 $7.6M
Ballentine Partners, LLC 0.11% Reduce -3.9% 31,345 $7.6M
Clear Creek Financial Management, LLC 0.65% Add +5.2% 31,250 $7.6M
Kickstand Ventures, Llc. 1.66% Add +0.0% 31,098 $7.5M
Banque Cantonale Vaudoise 0.28% Reduce -24.0% 30,971 $7.5M
Amundi 0.00% New 30,255 $7.5M
Unique Wealth, LLC 1.09% Add +3.7% 30,841 $7.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -31.4% 30,818 $7.5M
Farther Finance Advisors, LLC 0.11% Add +9.6% 30,802 $7.5M
CMG Global Holdings, LLC 3.64% Add +6.8% 29,726 $7.4M
Lifeworks Advisors, LLC 1.00% Add +504.3% 30,728 $7.4M
JMG Financial Group, Ltd. 0.21% Add +0.1% 30,594 $7.4M
Evoke Wealth, LLC 0.15% Add +18.9% 30,551 $7.4M
Caerus Investment Advisors, LLC 3.02% No change 30,478 $7.4M
Rathbones Group PLC 0.03% Reduce -4.2% 30,475 $7.4M
American Century Companies Inc. 0.00% Add +21.6% 30,400 $7.4M
Composition Wealth, LLC 0.11% Add +1.2% 30,343 $7.3M
Bleakley Financial Group, LLC 0.17% Reduce -1.7% 30,305 $7.3M
Central Bank & Trust Co. 1.15% Reduce -5.3% 30,280 $7.3M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.2% 30,166 $7.3M
Fiduciary Trust Co 0.08% Reduce -1.6% 30,149 $7.3M
Alight Capital Management LP 1.74% New 30,000 $7.3M
Avidian Wealth Enterprises, LLC 0.27% Reduce -9.9% 29,783 $7.2M
Royal Fund Management, LLC 0.87% Reduce -20.7% 29,596 $7.2M
California First Leasing Corp. 2.63% No change 29,705 $7.2M
Cornerstone Advisory, LLC 0.70% Reduce -2.9% 29,279 $7.1M
New England Private Wealth Advisors LLC 0.93% Add +0.2% 29,079 $7.0M
Single Point Partners, LLC 1.43% Add +1.0% 29,049 $7.0M
Mill Creek Capital Advisors, LLC 0.14% Reduce -2.1% 28,832 $7.0M
Capital Investment Advisory Services, LLC 0.55% Reduce -9.0% 28,801 $7.0M
Scotia Capital Inc. 0.03% Add +74.9% 28,769 $7.0M
St. Louis Trust Co 0.87% Reduce -16.3% 28,756 $7.0M
McKinley Carter Wealth Services, Inc. 0.36% Reduce -0.7% 28,623 $6.9M
Dorsey & Whitney Trust CO LLC 0.36% Reduce -1.1% 28,478 $6.9M
Horizon Bancorp Inc. 3.28% Add +24.2% 28,401 $6.9M
Gladstone Institutional Advisory LLC 0.26% Reduce -2.4% 28,397 $6.9M
Coldstream Capital Management Inc. 0.09% Reduce -2.5% 28,383 $6.9M
Rossmore Private Capital 0.74% Reduce -0.7% 28,351 $6.9M
Arete Wealth Advisors, LLC 0.43% Add +0.8% 28,306 $6.8M
Cullen/Frost Bankers, Inc. 0.08% Add +1.9% 28,267 $6.8M
Mirae Asset Global Investments Co., Ltd. 0.02% New 27,927 $6.8M
JFS Wealth Advisors, LLC 0.39% Add +4.9% 27,895 $6.7M
Ashton Thomas Private Wealth, LLC 0.17% Reduce -1.5% 27,802 $6.7M
Welch & Forbes LLC 0.08% Add +0.0% 27,754 $6.7M
Ryan Investment Management, Inc. 3.73% Reduce -6.0% 27,709 $6.7M
Full Sail Capital, LLC 0.37% Reduce -11.3% 27,676 $6.7M
SummitTX Capital, L.P. 0.28% Reduce -40.3% 27,570 $6.7M
PFW Advisors LLC 1.97% Reduce -6.0% 27,534 $6.7M
Beacon Investment Advisory Services, Inc. 0.28% Reduce -0.8% 27,400 $6.6M
Independence Bank of Kentucky 0.85% Reduce -2.2% 27,237 $6.6M
Montag A & Associates Inc. 0.30% Reduce -9.8% 27,131 $6.6M
Larson Financial Group LLC 0.23% Reduce -24.2% 27,121 $6.6M
Clark Financial Services Group Inc. 3.48% Add +51.2% 27,090 $6.6M
Mutual Advisors, LLC 0.14% Add +10.8% 26,419 $6.5M
Parallel Advisors, LLC 0.12% Add +0.9% 26,881 $6.5M
Venture Visionary Partners LLC 0.22% Reduce -2.4% 26,860 $6.5M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -0.6% 26,833 $6.5M
Associated Banc-Corp 0.17% Add +151.1% 26,823 $6.5M
Fifth Third Wealth Advisors LLC 0.24% Add +4.3% 26,786 $6.5M
Gotham Asset Management 0.03% Add +79.8% 26,749 $6.5M
Cape Cod Five Cents Savings Bank 0.59% No change 29,296 $6.5M
Omnia Family Wealth, LLC 2.10% Add +1613.0% 26,722 $6.5M
Perissos Private Wealth Management, LLC 4.70% New 26,652 $6.4M
Fearless Solutions, LLC dba Best Invest 4.13% Reduce -0.4% 26,621 $6.4M
Prime Capital Investment Advisors, LLC 0.08% Add +7.6% 26,489 $6.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.67% Reduce -0.6% 26,371 $6.4M
Parisi Gray Wealth Management 1.66% Reduce -0.9% 26,365 $6.4M
Jain Global LLC 0.09% New 26,355 $6.4M
Summit Wealth Partners, LLC 1.15% Reduce -4.9% 26,330 $6.4M
YHB Investment Advisors, Inc. 0.46% Add +0.9% 26,181 $6.3M
Redwood Investment Management, LLC 0.69% Add +21.3% 26,146 $6.3M
GreatBanc Trust CO 4.32% — 26,091 $6.3M
Pine Ridge Advisers LLC 0.43% No change 26,022 $6.3M
Capstone Wealth Management Group, LLC 2.66% New 25,999 $6.3M
City Holding Co. 0.79% Reduce -1.2% 25,893 $6.3M
Accurate Wealth Management, LLC 0.83% New 25,059 $6.2M
London Co. of Virginia 0.03% Add +2.0% 25,529 $6.2M
Fsa Wealth Partners, Inc. 2.38% Add +292.5% 25,522 $6.2M
Foundations Investment Advisors, LLC 0.09% Add +58.6% 25,472 $6.2M
Yost Capital Management, LP 7.44% Add +16.2% 25,310 $6.1M
Brown Brothers Harriman & Co. 0.04% Reduce -2.1% 25,187 $6.1M
Smith & Howard Wealth Management, LLC 1.42% Reduce -2.8% 25,179 $6.1M
Bridges Investment Management Inc. 0.08% Reduce -0.3% 25,016 $6.1M
Peddock Capital Advisors, LLC 1.30% Reduce -1.7% 24,979 $6.0M
World Investment Advisors 0.12% Add +12.0% 24,919 $6.0M
Investors Asset Management of Georgia Inc. /Ga/ 2.56% Add +3.5% 24,824 $6.0M
Goldstone Financial Group, LLC 0.71% Add +0.2% 24,651 $6.0M
XTX Topco Ltd 0.31% New 24,611 $6.0M
Ironwood Investment Management LLC 2.59% Reduce -24.1% 24,571 $5.9M
Empowered Funds, LLC 0.06% New 24,532 $5.9M
Aptus Capital Advisors, LLC 0.05% Add +10.8% 24,531 $5.9M
BayBridge Capital Group, LLC 3.78% Reduce -8.3% 24,516 $5.9M
Marquette Asset Management, LLC 0.91% Add +25.9% 24,442 $5.9M
Canton Hathaway, LLC 1.13% Add +0.1% 24,411 $5.9M
Prosperity Consulting Group, LLC 0.29% Reduce -12.6% 24,374 $5.9M
Focus Partners Advisor Solutions, LLC 0.07% Add +0.5% 24,153 $5.9M
Oppenheimer & Co. Inc. 0.07% Reduce -34.3% 23,783 $5.8M
Certuity, LLC 0.39% Add +10.4% 23,693 $5.7M
Evolution Wealth Advisors, LLC 0.77% Reduce -1.1% 23,663 $5.7M
Mandatum Life Insurance Co Ltd 1.36% Add +18.6% 23,612 $5.7M
Summit Wealth & Retirement Planning, Inc. 1.40% Reduce -0.5% 23,497 $5.7M
NewEdge Wealth, LLC 0.08% Add +25.5% 23,231 $5.7M
Crescent Grove Advisors, LLC 0.54% Add +7.0% 23,440 $5.7M
Gries Financial LLC 0.90% Add +0.4% 23,437 $5.7M
Flow Traders U.S. LLC 0.23% New 23,412 $5.7M
Williams Jones Wealth Management, LLC. 0.06% Add +9.9% 23,374 $5.7M
FSC Wealth Advisors, LLC 3.26% Add +3.7% 23,353 $5.7M
Stordahl Capital Management, Inc. 1.18% Reduce -0.9% 23,305 $5.6M
Spahn Wealth & Retirement LLC 3.33% Reduce -5.0% 23,237 $5.6M
Rehmann Capital Advisory Group 0.31% Add +23.3% 23,244 $5.6M
Harbour Investments, Inc. 0.13% Add +7.6% 23,156 $5.6M
Trust Co. of Toledo NA 0.56% Reduce -0.1% 23,126 $5.6M
Mount Capital Ltd 2.00% No change 23,100 $5.6M
Nicholas Investment Partners, LP 0.49% Reduce -21.9% 22,884 $5.5M
Primoris Wealth Advisors, LLC 3.50% New 22,755 $5.5M
Orion Porfolio Solutions, LLC 0.04% Reduce -4.7% 22,669 $5.5M
K.J. Harrison & Partners Inc 0.78% Add +137.4% 22,458 $5.5M
Arkadios Wealth Advisors 0.13% Add +7.3% 22,630 $5.5M
Corepath Wealth Partners LLC 3.97% Reduce -32.8% 22,148 $5.5M
Merit Financial Group, LLC 0.05% Add +3.6% 22,478 $5.4M
Private Trust Co. NA 0.48% Add +5.9% 22,424 $5.4M
Insigneo Advisory Services, LLC 0.38% Add +19.3% 22,394 $5.4M
C2C Wealth Management, LLC 4.65% Reduce -0.2% 22,371 $5.4M
Amtrust Financial Services, Inc. 1.81% No change 22,200 $5.4M
Sollinda Capital Management LLC 1.47% Reduce -82.6% 22,138 $5.4M
Pinnacle Wealth Management Group, Inc. 2.74% Add +4.0% 22,104 $5.3M
Wincap Financial LLC 3.68% Add +36.5% 21,995 $5.3M
Haverford Trust Co 0.05% Reduce -0.9% 21,962 $5.3M
E&G Advisors, LLC 1.24% Reduce -0.8% 21,942 $5.3M
Snowden Capital Advisors LLC 0.15% Reduce -35.5% 21,903 $5.3M
Novem Group 0.63% Reduce -2.1% 21,712 $5.3M
Wealthedge Investment Advisors, LLC 1.98% Add +2.8% 21,617 $5.2M
Jacksonville Wealth Management, LLC 3.81% Add +10.2% 21,448 $5.2M
St. Johns Investment Management Company, LLC 2.20% Add +0.2% 21,429 $5.2M
Cordgrass Capital Advisors, LLC 1.28% Add +0.4% 21,410 $5.2M
TCV Trust & Wealth Management, Inc. 0.43% Add +0.4% 21,350 $5.2M
CWA Asset Management Group, LLC 0.19% Add +4.1% 21,154 $5.1M
Benchmark Financial Wealth Advisors, LLC 1.54% Reduce -1.9% 21,126 $5.1M
Kingsview Wealth Management, LLC 0.08% Add +4.4% 21,064 $5.1M
Ackerman Asset Management, LLC 3.64% New 21,000 $5.1M
Boston Research & Management Inc. 1.12% No change 20,975 $5.1M
Steph & Co. 1.54% Add +2.3% 20,851 $5.0M
IFP Advisors, Inc 0.13% Reduce -26.8% 20,842 $5.0M
Addenda Capital Inc. 0.15% Reduce -8.6% 20,800 $5.0M
TD Waterhouse Canada Inc. 0.03% Reduce -21.9% 20,605 $5.0M
Triumph Capital Management 1.34% Reduce -20.5% 20,531 $5.0M
Ssi Investment Management LLC 1.87% Add +1.8% 20,436 $4.9M
Sigma Planning Corp 0.14% Add +17.3% 20,412 $4.9M
AE Wealth Management LLC 0.03% Reduce -3.4% 20,400 $4.9M
Rockingstone Advisors LLC 2.43% Add +9.7% 20,389 $4.9M
waypoint wealth counsel 1.95% Add +4.3% 20,385 $4.9M
Manchester Capital Management LLC 0.67% Add +13.1% 20,313 $4.9M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.04% Add +0.3% 20,275 $4.9M
Burke & Herbert Bank & Trust Co. 1.05% Reduce -2.5% 20,223 $4.9M
OneDigital Investment Advisors LLC 0.05% Add +6.4% 20,164 $4.9M
Aua Capital Management, LLC 2.74% Reduce -0.1% 20,153 $4.9M
Spire Wealth Management 0.17% Add +0.8% 20,153 $4.9M
Private Wealth Advisors, LLC 1.83% Add +92.1% 20,095 $4.9M
Country Club Bank 0.29% Reduce -9.2% 20,078 $4.9M
New York State Common Retirement Fund 0.01% New 20,010 $4.8M
CreativeOne Wealth, LLC 0.12% Reduce -5.0% 19,845 $4.8M
Connecticut Wealth Management, LLC 0.21% Reduce -5.1% 19,693 $4.8M
Meridian Investment Counsel Inc. 1.17% Add +9.5% 19,647 $4.8M
Apexium Financial, LP 0.23% Add +4.0% 19,531 $4.7M
Central Pacific Bank - Trust Division 0.59% Add +0.3% 19,526 $4.7M
WealthBridge Capital Management, LLC 1.11% Add +22.8% 19,518 $4.7M
BSW Wealth Partners 0.59% Reduce -2.3% 19,457 $4.7M
Aureus Asset Management, LLC 0.30% Add +0.1% 19,335 $4.7M
Belpointe Asset Management LLC 0.18% Add +19.5% 19,281 $4.7M
Fort Washington Investment Advisors Inc. 0.03% Reduce -4.8% 19,275 $4.7M
Fifth Third Securities, Inc. 0.32% Add +0.5% 19,227 $4.7M
Three Bridge Wealth Advisors, LLC 1.20% No change 19,212 $4.6M
Pinnacle Wealth Planning Services, Inc. 0.54% Add +22.1% 19,189 $4.6M
Level Four Advisory Services, LLC 0.16% Add +0.2% 19,152 $4.6M
TFO Wealth Partners, LLC 0.75% No change 19,031 $4.6M
Game Plan Financial Advisors, LLC 2.10% Add +162.5% 18,998 $4.6M
HUB Investment Partners, LLC 0.17% Reduce -6.5% 18,978 $4.6M
Jackson Square Capital, LLC 1.00% Add +1198.0% 18,963 $4.6M
Quantbot Technologies LP 0.12% Add +2605.6% 18,885 $4.6M
Lansing Street Advisors 1.21% New 18,794 $4.5M
Wealth Advisory Solutions, LLC 1.09% Reduce -0.8% 18,672 $4.5M
Wealthcare Advisory Partners LLC 0.09% Reduce -13.3% 18,653 $4.5M
Calton & Associates, Inc. 0.67% Add +1.5% 18,545 $4.5M
Appleton Partners Inc. 0.30% Reduce -2.0% 18,532 $4.5M
Provida Pension Fund Administrator 0.08% No change 18,482 $4.5M
Greenleaf Trust 0.04% Reduce -39.8% 18,428 $4.5M
Richard P Slaughter Associates Inc 0.96% Reduce -18.4% 18,407 $4.5M
Addis & Hill, Inc 2.71% Add +4.8% 18,323 $4.4M
Canandaigua National Bank & Trust Co. 0.39% Reduce -0.4% 18,322 $4.4M
Sunburst Financial Group, LLC 0.93% No change 18,254 $4.4M
Cercano Management LLC 0.17% No change 18,137 $4.4M
Fairway Wealth LLC 1.23% Add +0.3% 18,116 $4.4M
Crews Bank & Trust 0.64% Reduce -0.8% 18,076 $4.4M
Consilium Wealth Advisory, LLC 1.69% Add +9.8% 18,072 $4.4M
Capital Advisory Group Advisory Services, LLC 1.36% Add +0.3% 18,045 $4.4M
Phoenix Financial Ltd. 0.05% New 21,357 $4.3M
FAS Wealth Partners, Inc. 0.29% Reduce -4.5% 17,883 $4.3M
Equitable Trust Co. 0.20% Add +0.6% 17,872 $4.3M
Centaurus Financial, Inc. 0.20% Reduce -1.0% 17,732 $4.3M
Crestwood Advisors Group, LLC 0.07% Add +1.9% 17,707 $4.3M
Abundance Wealth Counselors 0.73% Reduce -9.7% 17,576 $4.3M
Carnegie Investment Counsel 0.08% Reduce -0.9% 17,572 $4.3M
Politan Capital Management LP 0.39% Reduce -9.7% 17,569 $4.3M
Heritage Investors Management Corp. 0.13% Add +1.1% 17,402 $4.2M
Ames National Corp. 2.47% Reduce -1.3% 17,222 $4.2M
Principal Financial Group Inc. 0.00% Reduce -7.0% 17,170 $4.2M
AlTi Global, Inc. 0.10% Reduce -2.4% 17,075 $4.1M
Freestone Capital Holdings, LLC 0.13% Add +5.3% 17,068 $4.1M
Beam Wealth Advisors, Inc. 1.12% Reduce -15.8% 17,038 $4.1M
Tocqueville Asset Management L.P. 0.06% Add +3.9% 16,945 $4.1M
Greenland Capital Management LP 0.66% New 16,938 $4.1M
Aegis Wealth Management LLC 2.19% Add +267.6% 16,908 $4.1M
Simplicity Wealth,LLC 0.24% Add +50.0% 16,822 $4.1M
Promus Capital, LLC 2.59% Add +11.5% 16,745 $4.1M
Inman Jager Wealth Management, LLC 2.58% Reduce -4.9% 16,730 $4.0M
Peak Asset Management, LLC 0.71% Reduce -1.2% 16,705 $4.0M
Sincerus Advisory, LLC 3.46% Add +8.9% 16,677 $4.0M
Summit Place Financial Advisors, LLC 1.90% Add +1.8% 16,630 $4.0M
Wealthspan Partners, LLC 1.54% Reduce -10.3% 16,567 $4.0M
Legacy Advisory Services, LLC 3.00% Add +1.1% 16,424 $4.0M
Acropolis Investment Management, LLC 0.20% Add +25.4% 18,355 $4.0M
Menora Mivtachim Holdings LTD. 0.02% Add +42.8% 16,346 $4.0M
Operose Advisors LLC 0.98% Reduce -2.0% 16,313 $3.9M
Nomura Asset Management Co. Ltd. 0.01% Add +86.5% 16,280 $3.9M
Kaydan Wealth Management, Inc. 1.13% Add +6.0% 16,275 $3.9M
Private Advisory Group LLC 0.34% Add +15.1% 16,216 $3.9M
Fulton Bank, N.A. 0.14% Reduce -0.3% 16,207 $3.9M
Sei Investments Co. 0.00% Reduce -0.8% 16,186 $3.9M
Prudent Man Advisors, LLC 1.44% Reduce -1.1% 16,093 $3.9M
DAVENPORT & Co LLC 0.02% Reduce -8.4% 16,091 $3.9M
Bracebridge Capital, LLC 1.70% Reduce -92.3% 16,080 $3.9M
Transcendent Capital Group LLC 1.73% Reduce -5.0% 16,021 $3.9M
American Assets Investment Management, LLC 0.28% No change 16,000 $3.9M
CoreCap Advisors, LLC 0.14% Reduce -29.0% 15,986 $3.9M
Continuum Advisory, LLC 0.41% Add +3.8% 15,946 $3.9M
TFB Advisors LLC 1.12% Add +8.8% 15,481 $3.8M
Webster Bank, N. A. 0.37% Add +0.2% 15,846 $3.8M
Trifecta Capital Advisors, LLC 0.58% Reduce -7.1% 15,743 $3.8M
Jaffetilchin Investment Partners, LLC 0.23% Add +0.2% 15,730 $3.8M
Patten & Patten Inc. 0.22% Reduce -4.6% 15,653 $3.8M
Breakthru Advisory Services, LLC 2.49% New 15,642 $3.8M
Guggenheim Capital LLC 0.03% Reduce -2.0% 15,618 $3.8M
Firestone Capital Management 0.81% Add +0.8% 15,578 $3.8M
Franklin, Parlapiano, Turner & Welch, LLC 0.95% No change 15,547 $3.8M
One Capital Management, LLC 0.12% Reduce -6.6% 15,533 $3.8M
Flagstar Securities, Inc. 1.15% Reduce -25.8% 15,504 $3.8M
LSP Investment Advisors, LLC 2.25% No change 15,500 $3.8M
Campion Asset Management 2.65% Reduce -3.3% 15,442 $3.7M
Walkner Condon Financial Advisors LLC 0.59% Add +1.4% 15,435 $3.7M
Doliver Advisors, LP 0.97% Reduce -6.2% 15,432 $3.7M
Chemung Canal Trust Co. 0.74% Reduce -4.3% 15,388 $3.7M
Lanark Financial, Inc. 0.29% Add +49.1% 15,380 $3.7M
Bfsg, LLC 0.36% Add +1947.6% 15,357 $3.7M
Fire Capital Management LLC 2.12% Reduce -4.1% 15,284 $3.7M
BankPlus Wealth Management LLC 2.17% Add +5.5% 15,190 $3.7M
Laurel Wealth Advisors LLC 0.51% Add +14.3% 15,175 $3.7M
Bison Wealth, LLC 0.34% Add +245.9% 14,949 $3.7M
Holistic Financial Partners 1.50% Reduce -0.7% 15,119 $3.7M
Evermay Wealth Management LLC 0.42% Reduce -1.2% 15,089 $3.7M
RB Capital Management, LLC 0.79% Add +1.2% 15,032 $3.6M
Alpine Global Management, LLC 0.96% Reduce -65.2% 15,000 $3.6M
Audent Global Asset Management, LLC 2.63% Reduce -44.0% 14,933 $3.6M
Pursue Wealth Partners LLC 1.98% Reduce -12.8% 14,900 $3.6M
Rebalance, LLC 0.22% Add +0.2% 14,888 $3.6M
Benjamin Edwards Inc. 0.04% Add +23.9% 14,852 $3.6M
Keebeck Wealth Management 0.42% Reduce -0.4% 14,805 $3.6M
Mayflower Financial Advisors, LLC 0.45% Reduce -0.0% 14,804 $3.6M
Earnest Partners LLC 0.02% Add +24.1% 14,782 $3.6M
Cranbrook Wealth Management, LLC 0.72% Reduce -2.5% 14,743 $3.6M
Centennial Bank 1.40% Reduce -4.6% 14,717 $3.6M
Eastern Bank 0.06% Reduce -0.6% 14,659 $3.5M
Cozad Asset Management Inc. 0.28% Add +2.0% 14,612 $3.5M
B. Riley Wealth Advisors, Inc. 0.17% Reduce -1.3% 14,593 $3.5M
Sound View Wealth Advisors Group, LLC 0.24% Add +1.5% 14,547 $3.5M
Meridian Wealth Management, LLC 0.13% Add +1.5% 14,503 $3.5M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +6.3% 14,461 $3.5M
Harmony Asset Management LLC 1.20% Add +0.6% 14,398 $3.5M
Archer Investment Corp 0.79% Reduce -3.0% 14,379 $3.5M
MPWM Advisory Solutions, LLC 2.07% Reduce -0.6% 14,360 $3.5M
PFG Advisors 0.14% New 14,301 $3.5M
Mycio Wealth Partners, LLC 0.80% Add +0.2% 14,267 $3.5M
Sagespring Wealth Partners, LLC 0.07% Add +1.8% 14,180 $3.4M
Credit Industriel Et Commercial 0.77% Add +151.3% 14,178 $3.4M
Redwood Wealth Management Group, LLC 1.45% Add +0.1% 14,148 $3.4M
Tandem Financial, LLC 1.27% Add +13.4% 14,142 $3.4M
NorthRock Partners, LLC 0.06% Add +33.6% 14,103 $3.4M
Davidson Trust Co. 1.40% Add +4.8% 14,064 $3.4M
Resolute Advisors LLC 0.87% Add +0.1% 14,034 $3.4M
Quadcap Wealth Management, LLC 0.40% Add +12.6% 14,008 $3.4M
Second Half Financial Partners, LLC 1.49% Reduce -0.2% 14,000 $3.4M
Birch Hill Investment Advisors LLC 0.14% Reduce -0.4% 14,000 $3.4M
BOK Financial Private Wealth, Inc. 0.21% Reduce -4.4% 13,921 $3.4M
Joel Isaacson & Co., LLC 0.12% Add +1.0% 13,901 $3.4M
Exencial Wealth Advisors, LLC 0.11% Reduce -6.4% 13,854 $3.4M
Rik Saylor Financial, Inc. 2.45% Reduce -0.5% 13,836 $3.3M
Harbour Capital Advisors, LLC 0.68% Reduce -5.1% 13,688 $3.3M
Wedbush Securities Inc. 0.11% Add +10.9% 13,758 $3.3M
Salem Investment Counselors Inc. 0.09% Reduce -1.2% 13,708 $3.3M
International Assets Investment Management, LLC 0.27% No change 15,186 $3.3M
Institute for Wealth Management, LLC. 0.34% Reduce -1.4% 13,667 $3.3M
Berkshire Asset Management LLC 0.14% Reduce -1.3% 13,615 $3.3M
State Board of Administration of Florida Retirement System 0.01% New 13,600 $3.3M
Heck Capital Advisors, LLC 0.25% Add +222.4% 13,583 $3.3M
Vision Capital Management, Inc. 0.40% Reduce -0.5% 13,423 $3.2M
Twin Focus Capital Partners, LLC 0.41% Reduce -1.4% 13,404 $3.2M
Smith Chas P & Associates Pa Cpas 0.28% Reduce -35.7% 13,307 $3.2M
Russell Investments Group, Ltd. 0.00% Reduce -39.4% 13,303 $3.2M
Seamount Financial Group Inc. 1.51% Add +5.6% 13,244 $3.2M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.1% 13,202 $3.2M
Legacy Edge Advisors, LLC 0.37% Add +0.8% 13,141 $3.2M
Mission Wealth Management, LP 0.06% Reduce -10.2% 13,110 $3.2M
Dupree Financial Group, LLC 1.22% New 13,034 $3.2M
Auour Investments LLC 1.02% Add +2.4% 12,999 $3.1M
Obsidian Cio, LLC 0.41% Reduce -0.1% 12,951 $3.1M
Brevan Howard Capital Management LP 0.05% New 12,877 $3.1M
First Merchants Corp. 0.12% Reduce -11.9% 12,797 $3.1M
Cannon Advisors, Inc. 2.08% Add +11.1% 12,565 $3.1M
Garden State Investment Advisory Services LLC 0.78% Reduce -3.6% 12,774 $3.1M
Godshalk Welsh Capital Management, Inc. 1.77% No change 12,762 $3.1M
Federation des caisses Desjardins du Quebec 0.01% Reduce -62.5% 12,622 $3.1M
Bouchey Financial Group, Ltd. 0.24% Reduce -0.1% 12,621 $3.1M
Americana Partners, LLC 0.09% Add +74.7% 12,617 $3.1M
GC Wealth Management RIA, LLC 0.10% Reduce -0.8% 12,546 $3.0M
REDW Wealth LLC 1.15% Reduce -1.1% 12,527 $3.0M
Cahill Financial Advisors Inc. 0.34% Add +1.6% 12,502 $3.0M
Cornerstone Advisors Asset Management, LLC 0.53% Add +0.9% 12,437 $3.0M
Tanager Wealth Management LLP 0.31% Reduce -1.1% 12,384 $3.0M
Circle Wealth Management, LLC 0.06% Add +83.4% 12,380 $3.0M
Wedmont Private Capital 0.11% Add +4.3% 12,229 $3.0M
Plan Group Financial, LLC 0.80% New 12,331 $3.0M
LifeSteps Financial, Inc. 1.90% Reduce -0.5% 12,248 $3.0M
West Bancorporation Inc. 1.65% Reduce -14.7% 12,247 $3.0M
Diversified Enterprises, LLC 0.20% Reduce -0.5% 12,187 $2.9M
Proffitt & Goodson Inc. 0.42% Reduce -9.1% 12,174 $2.9M
Anchor Capital Advisors LLC 0.08% Reduce -7.1% 12,120 $2.9M
Alley Investment Management Company, LLC 0.34% Reduce -0.6% 12,112 $2.9M
Chesapeake Wealth Management 0.89% Add +0.3% 12,112 $2.9M
Revolve Wealth Partners, LLC 0.35% Add +15.0% 12,101 $2.9M
Great Valley Advisor Group, Inc. 0.06% Add +5.8% 12,044 $2.9M
Bedel Financial Consulting, Inc. 0.37% Add +0.0% 12,029 $2.9M
RKL Wealth Management LLC 0.25% Reduce -10.3% 12,004 $2.9M
Quadrant Capital Group LLC 0.09% Reduce -0.9% 11,980 $2.9M
Pines Wealth Management, LLC 0.98% Add +0.5% 11,958 $2.9M
Arbor Trust Wealth Advisors, LLC 1.30% Reduce -2.3% 11,945 $2.9M
T. Rowe Price Associates Inc. 0.00% Add +44.2% 11,938 $2.9M
Prelude Capital Management, LLC 0.23% Reduce -22.6% 11,919 $2.9M
Olympiad Research LP 4.01% Reduce -38.3% 11,911 $2.9M
LGL Partners, LLC 1.22% Add +0.3% 11,878 $2.9M
Woodstock Corp. 0.25% Reduce -21.0% 11,841 $2.9M
Legacy Trust 0.56% Reduce -7.1% 11,825 $2.9M
State Street Corp. 0.00% New 11,800 $2.9M
Apollon Wealth Management, LLC 0.05% Reduce -6.2% 11,770 $2.8M
Leslie Global Wealth, LLC 1.34% Reduce -16.9% 11,769 $2.8M
Absolute Capital Management, LLC 1.21% Add +25.9% 11,689 $2.8M
Vontobel Holding Ltd. 0.01% Add +37.1% 11,606 $2.8M
Clientfirst Wealth Management, LLC 2.25% Add +4.0% 11,603 $2.8M
Apella Capital, LLC 0.06% Add +0.5% 11,424 $2.8M
3Chopt Investment Partners, LLC 0.64% Reduce -2.0% 11,569 $2.8M
Annandale Capital, LLC 0.49% No change 11,400 $2.8M
Provenance Wealth Advisors, LLC 0.36% Reduce -0.5% 11,392 $2.8M
Western Wealth Management, LLC 0.15% Reduce -1.4% 11,366 $2.8M
AdvisorNet Financial, Inc 0.16% Add +4.0% 11,344 $2.7M
Trivium Point Advisory, LLC 0.28% Reduce -0.5% 11,331 $2.7M
Johnson Financial Group, Inc. 0.10% Add +6.5% 11,304 $2.7M
Visionary Wealth Advisors 0.13% Reduce -13.6% 11,301 $2.7M
Essex Financial Services, Inc. 0.16% Reduce -2.5% 11,225 $2.7M
Atlantic Union Bankshares Corp 0.05% Reduce -8.3% 11,219 $2.7M
Allodium Investment Consultants, LLC 1.53% Add +0.8% 11,172 $2.7M
Frederick Financial Consultants, LLC 1.52% Add +9.0% 11,164 $2.7M
Ayalon Insurance Comp Ltd. 0.68% Add +63.7% 11,130 $2.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.32% Add +28.0% 11,127 $2.7M
American Institute for Advanced Investment Management, LLP 1.76% Reduce -3.1% 11,123 $2.7M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -7.0% 11,095 $2.7M
GEM Asset Management, LLC 1.27% Add +9.1% 10,970 $2.7M
Ascent Capital Management, LLC 2.14% Add +12.6% 11,064 $2.7M
Capitol Family Office, Inc. 3.24% Add +14.6% 11,031 $2.7M
GWN Securities Inc. 0.62% Add +18.4% 11,002 $2.7M
Miller Financial Services LLC 3.08% Reduce -1.4% 11,012 $2.7M
Lombard Odier Asset Management (USA) Corp 0.71% Add +26.6% 10,967 $2.7M
Jessup Wealth Management, Inc 0.98% Reduce -0.4% 10,877 $2.6M
Viewpoint Capital Management LLC 1.16% Add +7.9% 10,854 $2.6M
Moody National Bank Trust Division 0.22% No change 10,822 $2.6M
Life Line Wealth Management LLC 0.80% Add +0.3% 10,806 $2.6M
Ridgepath Capital Management LLC 1.11% Reduce -30.4% 10,757 $2.6M
Radnor Capital Management, LLC 0.40% Reduce -0.1% 10,753 $2.6M
Genesee Capital Advisors, LLC 1.13% Reduce -3.7% 10,734 $2.6M
Chris Bulman Inc 1.30% Reduce -17.6% 10,729 $2.6M
Pacific Capital Wealth Advisors, Inc. 0.45% Reduce -1.3% 10,728 $2.6M
Gerber Kawasaki Wealth & Investment Management 0.09% Reduce -7.0% 10,698 $2.6M
Maven Securities LTD 0.49% Reduce -26.1% 10,680 $2.6M
Westmount Partners, LLC 0.66% Reduce -0.9% 10,484 $2.5M
OVERSEA-CHINESE BANKING Corp Ltd 0.07% New 10,500 $2.5M
Matrix Asset Advisors Inc. 0.23% Reduce -3.5% 10,467 $2.5M
Spinnaker Trust 0.14% Add +0.0% 10,461 $2.5M
10Elms LLP 2.61% Add +2.7% 10,437 $2.5M
Corundum Group, Inc. 1.03% Add +2.8% 10,362 $2.5M
Willis Johnson & Associates, Inc. 0.15% Reduce -20.6% 10,314 $2.5M
Kingswood Wealth Advisors, LLC 0.15% Add +8.8% 10,298 $2.5M
Farmers Trust Co. 0.43% No change 10,276 $2.5M
Virtue Asset Management LLC 2.08% — 10,207 $2.5M
Leavell Investment Management, Inc. 0.10% Reduce -16.7% 10,200 $2.5M
PFG Investments, LLC 0.13% Reduce -2.5% 10,134 $2.5M
Sachem Hill LLC 0.49% Reduce -6.2% 10,117 $2.4M
Nicolet Bankshares Inc. 0.39% Reduce -3.1% 10,017 $2.4M
Cornerstone Capital, Inc. 0.24% New 10,013 $2.4M
Abbot Financial Management, Inc. 1.03% Reduce -2.1% 10,009 $2.4M
Quattro Financial Advisors LLC 0.77% No change 10,000 $2.4M
Polymer Capital Management (US) LLC 0.32% New 10,000 $2.4M
Peregrine Asset Advisers, Inc. 0.72% No change 9,976 $2.4M
WealthPlan Investment Management, LLC 0.16% Reduce -51.5% 9,956 $2.4M
Moloney Securities Asset Management, LLC 0.29% Reduce -2.7% 9,949 $2.4M
Bantamac Capital, LLC 1.82% Reduce -11.0% 9,925 $2.4M
Moors & Cabot, Inc. 0.10% Add +20.7% 9,899 $2.4M
Harvest Investment Services, LLC 0.48% Reduce -5.5% 9,778 $2.4M
Banco Santander, S.A. 0.02% Reduce -80.6% 9,774 $2.4M
Beirne Wealth Consulting Services, LLC 0.57% Add +2.3% 9,765 $2.4M
AlphaCore Capital LLC 0.08% Reduce -16.9% 9,754 $2.4M
Weaver Consulting Group 0.60% Reduce -1.6% 9,720 $2.4M
Evernest Financial Advisors, LLC 0.66% Add +0.0% 9,712 $2.3M
Riverpoint Wealth Management Holdings, LLC 0.52% Add +0.3% 9,702 $2.3M
Avestar Capital, LLC 0.17% Add +73.8% 9,699 $2.3M
My Personal CFO, LLC 0.91% New 9,668 $2.3M
Foundation Wealth Management, LLC\PA 0.91% Reduce -7.9% 9,668 $2.3M
Nwam LLC 0.13% Reduce -1.7% 9,580 $2.3M
Opus Capital Group, LLC 0.26% Reduce -0.1% 9,649 $2.3M
Athena Investment Management 1.21% Reduce -0.1% 9,629 $2.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Reduce -2.9% 9,609 $2.3M
Claro Advisors Inc. 0.34% Reduce -10.8% 9,600 $2.3M
Oxford Financial Group, LTD. LLC 0.13% Reduce -11.6% 9,599 $2.3M
Hirtle & Co., LLC 0.09% No change 9,580 $2.3M
Vident Advisory, LLC 0.02% Reduce -2.9% 9,542 $2.3M
Boston Trust Walden Corp 0.02% Reduce -76.4% 9,535 $2.3M
American Wealth Advisors, LLC 2.28% — 9,517 $2.3M
Cosner Financial Group, LLC 1.24% Add +6.5% 9,514 $2.3M
Comprehensive Financial Consultants Institutional, Inc. 0.71% Add +253.1% 9,509 $2.3M
Essex Bank 0.51% Reduce -3.1% 9,434 $2.3M
jvl associates llc 0.75% No change 9,416 $2.3M
Forte Asset Management LLC 1.09% Reduce -15.7% 9,380 $2.3M
Lifestyle Asset Management, Inc. 0.77% Add +27.8% 9,379 $2.3M
Mechanics Financial Corp 0.86% Reduce -0.9% 9,362 $2.3M
Money Concepts Capital Corp. 0.14% Add +41.0% 9,350 $2.3M
Gridiron Partners, LLC 1.28% Add +361.8% 43,164 $2.3M
SageView Advisory Group, LLC 0.08% Add +10.5% 9,321 $2.3M
Lyell Wealth Management, LP 0.17% Add +0.9% 9,274 $2.2M
Hollencrest Capital Management 0.08% Add +0.3% 9,233 $2.2M
PKS Advisory Services, LLC 0.52% Add +1.1% 9,181 $2.2M
Glen Eagle Advisors, LLC 0.31% Reduce -0.8% 9,178 $2.2M
Cornerstone Wealth Management, LLC 0.12% Reduce -0.1% 9,172 $2.2M
Thompson Siegel & Walmsley LLC 0.04% Reduce -1.6% 9,149 $2.2M
Southern Capital Advisors, LLC 1.03% Add +14.6% 9,087 $2.2M
Mathes Company, Inc. 0.80% No change 9,080 $2.2M
WMG Financial Advisors, LLC 0.73% New 9,044 $2.2M
Jackson, Grant Investment Advisers, Inc. 0.73% Reduce -0.4% 9,026 $2.2M
Aaron Wealth Advisors LLC 0.13% Reduce -52.0% 9,010 $2.2M
Tradition Wealth Management, LLC 0.16% Reduce -4.5% 9,006 $2.2M
Oakwell Private Wealth Management, LLC 0.44% No change 8,986 $2.2M
Legacy Bridge, LLC 0.90% Add +1.0% 8,979 $2.2M
Delos Wealth Advisors, LLC 1.46% Add +21.1% 8,953 $2.2M
Indiana Trust & Investment Management Co 0.66% Reduce -0.1% 8,932 $2.2M
Sage Capital Advisors,llc 0.51% Add +1.0% 8,931 $2.2M
Empirical Asset Management, LLC 0.60% Add +1.2% 8,922 $2.2M
Eldridge Investment Advisors, Inc. 0.49% Reduce -4.4% 8,919 $2.2M
Consilio Wealth Advisors, LLC 0.71% Reduce -0.7% 8,919 $2.2M
KKM Financial LLC 0.68% Add +0.3% 8,906 $2.2M
Seneca Financial Advisors LLC 0.70% Add +0.2% 8,853 $2.1M
Sunbelt Securities, Inc. 0.15% Add +4.9% 8,821 $2.1M
Valmark Advisers, Inc. 0.03% Add +0.9% 8,821 $2.1M
Algert Global LLC 0.04% Reduce -6.8% 8,798 $2.1M
Baxter Bros Inc. 0.25% New 8,774 $2.1M
HBK Sorce Advisory LLC 0.05% Reduce -0.1% 8,474 $2.1M
Advisor OS, LLC 0.18% Reduce -4.6% 8,764 $2.1M
Fca Corp. 0.59% Add +2.0% 8,761 $2.1M
Trust Point Inc. 0.17% Add +1.6% 8,727 $2.1M
Nixon Peabody Trust Co. 0.15% Reduce -3.5% 8,685 $2.1M
Ball & Co Wealth Management Inc. 1.40% New 8,677 $2.1M
Advisors Management Group Inc. 0.37% Reduce -1.6% 8,637 $2.1M
Paragon Capital Management LLC 1.01% Reduce -1.2% 8,616 $2.1M
Dagco, Inc. 0.52% Reduce -5.2% 8,612 $2.1M
DBK Financial Counsel, LLC 1.75% No change 8,589 $2.1M
Paragon Private Wealth Management, LLC 0.68% Add +189.4% 8,587 $2.1M
Montecito Bank & Trust 0.32% — 8,581 $2.1M
Clarius Group, LLC 0.12% No change 8,542 $2.1M
Tempus Wealth Planning, LLC 0.47% Reduce -6.4% 8,525 $2.1M
Ballast Advisors LLC 0.56% Reduce -3.4% 8,471 $2.0M
Founders Grove Wealth Partners, LLC 0.48% Reduce -21.4% 8,439 $2.0M
Saxon Interests, Inc. 0.79% Reduce -12.6% 8,639 $2.0M
Gardner Lewis Asset Management L P 0.53% New 8,390 $2.0M
Keel Point, LLC 0.12% Reduce -11.3% 8,362 $2.0M
Bluespring Wealth Management, LLC 0.18% Reduce -2.1% 8,348 $2.0M
1834 Investment Advisors Co. 0.25% Reduce -0.1% 8,328 $2.0M
Salus Financial Advisors, LLC 1.24% Add +0.4% 8,309 $2.0M
Principal Securities, Inc. 0.03% Add +36.8% 8,305 $2.0M
Bensler, LLC 0.21% Reduce -1.6% 8,289 $2.0M
Moneco Advisors, LLC 0.17% Reduce -5.2% 8,214 $2.0M
Sterling Investment Advisors LLC 0.98% Reduce -3.4% 8,204 $2.0M
Focus Financial Network, Inc. 0.07% Add +8.4% 8,181 $2.0M
Kavar Capital Partners Group, LLC 0.26% Reduce -0.5% 8,169 $2.0M
Davis R M Inc. 0.03% Add +2.0% 8,117 $2.0M
Lakeshore Financial Planning, Inc. 0.73% Reduce -4.7% 8,116 $2.0M
Harbor Investment Advisory, LLC 0.16% Add +7.4% 8,113 $2.0M
Fiducient Advisors LLC 0.23% Add +24.3% 8,108 $2.0M
Pettyjohn, Wood & White, Inc. 0.32% Add +1.3% 8,083 $2.0M
Optimum Investment Advisors 0.77% Reduce -6.9% 8,071 $2.0M
Builder Investment Group Inc. 0.44% No change 8,065 $2.0M
Man Group plc 0.00% Reduce -86.9% 8,063 $2.0M
Grove Bank & Trust 0.23% Add +3.8% 8,045 $1.9M
Redhawk Wealth Advisors, Inc. 0.23% Add +12.6% 8,040 $1.9M
CJM Wealth Advisers, Ltd. 0.60% Reduce -0.1% 8,036 $1.9M
Csenge Advisory Group 0.09% Reduce -8.8% 8,032 $1.9M
Greenwich Wealth Management LLC 0.10% Add +0.0% 8,000 $1.9M
Wilmar Advisors LLC 1.59% New 8,000 $1.9M
HM Payson & Co. 0.03% Add +0.0% 7,986 $1.9M
Chatham Capital Group, Inc. 0.28% Add +0.0% 7,962 $1.9M
Veracity Capital LLC 0.62% Add +6.9% 7,945 $1.9M
Miller Investment Management, LP 0.19% No change 7,898 $1.9M
Peapod Lane Capital LLC 1.71% New 7,895 $1.9M
Regent Peak Wealth Advisors LLC 0.38% — 7,861 $1.9M
GM Advisory Group, LLC 0.08% Reduce -56.6% 7,831 $1.9M
Ethos Financial Group, LLC 0.15% Add +1.2% 7,793 $1.9M
Petros Family Wealth, LLC 1.58% Add +1.6% 7,778 $1.9M
Topsail Wealth Management, LLC 0.32% Reduce -5.8% 7,774 $1.9M
Sonata Capital Group Inc. 0.69% Add +0.2% 7,747 $1.9M
Financial Synergies Wealth Advisors, Inc. 0.19% Reduce -1.0% 7,717 $1.9M
Powell Investment Advisors, LLC 0.65% Reduce -1.6% 7,715 $1.9M
Aspen Capital Management, LLC 0.48% Reduce -1.1% 7,705 $1.9M
Apriem Advisors 0.18% Reduce -6.0% 7,679 $1.9M
Heritage Family Offices, LLP 0.86% Reduce -26.7% 7,678 $1.9M
Allie Family Office LLC 0.88% Reduce -21.4% 7,656 $1.9M
Choate Investment Advisors 0.04% Reduce -8.5% 7,653 $1.9M
Savvy Advisors, Inc. 0.08% Add +41.1% 7,612 $1.8M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -7.9% 7,610 $1.8M
LVW Advisors, LLC 0.19% Reduce -5.9% 7,603 $1.8M
Gateway Investment Advisers LLC 0.02% New 7,600 $1.8M
Silverleafe Capital Partners, LLC 0.57% Add +46.5% 7,573 $1.8M
Manufacturers Life Insurance Company, The 0.00% New 7,567 $1.8M
Fagan Associates, Inc. 0.25% Reduce -0.2% 7,556 $1.8M
Tsfg, LLC 0.29% Reduce -3.1% 7,551 $1.8M
North Star Investment Management Corp. 0.12% Reduce -2.4% 7,548 $1.8M
Sunflower Bank, N.A. 0.44% Reduce -1.2% 7,538 $1.8M
Sageworth Trust Co of South Dakota 1.72% No change 7,537 $1.8M
Shelton Wealth Management, LLC 0.85% Reduce -1.1% 7,534 $1.8M
Wealth Architects, LLC 0.17% Add +0.7% 7,511 $1.8M
Toth Financial Advisory Corp. 0.20% Add +49.6% 7,493 $1.8M
Caliber Wealth Management, LLC / KS 0.20% Reduce -12.9% 7,490 $1.8M
Gryphon Financial Partners LLC 0.21% Reduce -38.1% 7,484 $1.8M
GenTrust, LLC 0.08% Reduce -15.1% 7,473 $1.8M
AmeriServ Wealth Advisors 0.91% Reduce -75.5% 7,454 $1.8M
KMG Fiduciary Partners, LLC 0.12% Add +0.1% 7,445 $1.8M
Atticus Wealth Management, LLC 0.45% Reduce -12.6% 7,424 $1.8M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -46.0% 7,418 $1.8M
Hunting Hill Global Capital, LLC 0.68% Add +13.1% 7,417 $1.8M
Loomis Sayles & Co. L P 0.00% Reduce -65.6% 7,394 $1.8M
Facet Wealth, Inc. 0.04% Add +126.1% 7,377 $1.8M
Financial Advisors, LLC 0.31% No change 7,341 $1.8M
Perennial Investment Advisors, LLC 0.14% Reduce -3.1% 7,236 $1.8M
Abacus Planning Group, Inc. 0.24% Reduce -10.2% 7,212 $1.7M
Pointe Capital Management LLC 0.85% Add +3.3% 7,199 $1.7M
Evelyn Partners Asset Management Ltd 0.39% Reduce -10.6% 7,193 $1.7M
Brand Asset Management Group, Inc. 0.49% No change 7,192 $1.7M
CM Wealth Advisors LLC 0.46% Add +40.0% 7,186 $1.7M
Disciplined Investments, LLC 0.69% Reduce -0.0% 7,157 $1.7M
Legacy Advisors, LLC 0.21% — 7,138 $1.7M
May Hill Capital, LLC 0.51% Reduce -6.6% 7,134 $1.7M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -0.2% 7,113 $1.7M
Orca Investment Management, LLC 1.41% Reduce -0.0% 7,100 $1.7M
Morangie Management LLC 1.48% Reduce -2.3% 7,075 $1.7M
Monetary Management Group Inc. 0.39% Add +21.5% 7,065 $1.7M
Avantax Planning Partners, Inc. 0.05% Add +0.2% 7,061 $1.7M
Ashton Thomas Securities, LLC 0.24% New 7,057 $1.7M
IFG Advisors, LLC 0.28% Reduce -0.4% 7,034 $1.7M
Plum Street Advisors, LLC 0.66% Reduce -1.1% 7,021 $1.7M
Wakefield Asset Management LLLP 0.46% Reduce -2.1% 7,020 $1.7M
Rothschild Investment LLC 0.10% Reduce -0.9% 7,018 $1.7M
CX Institutional 0.05% Add +12.1% 7,004 $1.7M
Lazard Asset Management LLC 0.00% Reduce -0.6% 6,994 $1.7M
Relyea Zuckerberg Hanson LLC 0.18% Reduce -15.6% 6,989 $1.7M
Waldron Private Wealth LLC 0.07% Add +12.7% 6,975 $1.7M
Mosaic Financial Group, LLC 1.20% Add +0.1% 6,970 $1.7M
Patriot Investment Management Group, Inc. 0.11% Reduce -0.6% 6,952 $1.7M
Polymer Capital Management (HK) LTD 0.23% Add +49.6% 6,940 $1.7M
Washington Capital Management, Inc. 1.20% Add +40.5% 6,939 $1.7M
Mather Group, Llc. 0.02% Reduce -1.1% 6,932 $1.7M
IAM Advisory, LLC 0.38% Add +7.2% 6,902 $1.7M
Bank Julius Baer & Co. Ltd, Zurich 0.00% Add +2.9% 6,892 $1.7M
Red Tortoise LLC 0.73% Reduce -4.0% 6,892 $1.7M
Bricktown Capital, LLC 0.27% No change 6,891 $1.7M
Bristlecone Advisors, LLC 0.14% Reduce -15.3% 6,883 $1.7M
Intrepid Financial Planning Group LLC 0.63% Add +0.4% 6,883 $1.7M
Osborne Partners Capital Management, LLC 0.08% Reduce -7.6% 6,874 $1.7M
Archford Capital Strategies, LLC 0.20% Reduce -14.9% 6,846 $1.7M
Childress Capital Advisors, LLC 0.30% No change 6,836 $1.7M
Allstate Corp. 0.04% New 6,825 $1.7M
Camelot Portfolios, LLC 0.98% New 6,814 $1.6M
Rwa Wealth Partners, LLC 0.02% Add +3.5% 6,803 $1.6M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -4.0% 6,790 $1.6M
Maxele Advisors, LLC 1.41% Add +4.4% 6,750 $1.6M
Farmers National Bank 0.39% Add +7.6% 6,738 $1.6M
Paces Ferry Wealth Advisors, LLC 0.68% Reduce -2.2% 6,731 $1.6M
Fonville Wealth Management LLC 0.36% Reduce -3.6% 6,696 $1.6M
Chicago Capital, LLC 0.04% Reduce -1.1% 6,686 $1.6M
SouthState Bank Corp 0.07% Add +105.7% 6,675 $1.6M
Clare Market Investments LLC 0.32% Reduce -10.2% 6,664 $1.6M
Fogel Capital Management, Inc. 0.74% Add +14.7% 6,653 $1.6M
Future Fund LLC 0.57% No change 6,651 $1.6M
Keystone Wealth Services, LLC 0.35% Reduce -0.8% 6,640 $1.6M
LS Investment Advisors, LLC 0.23% Reduce -11.6% 6,636 $1.6M
Kelly Financial Group LLC 0.42% Reduce -8.1% 6,600 $1.6M
Sage Rhino Capital LLC 0.31% No change 6,580 $1.6M
Nuveen, LLC 0.00% Reduce -28.3% 6,580 $1.6M
Vista Finance, LLC 1.06% Add +59.7% 6,567 $1.6M
Orgel Wealth Management, LLC 0.04% Reduce -2.3% 6,558 $1.6M
626 Financial, LLC 0.70% Add +0.1% 6,533 $1.6M
Optima Capital LLC 0.77% Add +46.2% 6,530 $1.6M
BankPlus Trust Department 0.42% No change 6,511 $1.6M
Allen Investment Management, LLC 0.02% No change 6,500 $1.6M
Union Bancaire Privee, UBP SA 0.02% No change 6,682 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -0.3% 6,484 $1.6M
Bryn Mawr Trust Advisors, LLC 0.08% Reduce -5.9% 6,460 $1.6M
Enclave Advisors LLC 0.24% Reduce -2.2% 6,443 $1.6M
Signal Tree Financial Partners LLC 1.23% No change 6,422 $1.6M
HORAN Wealth, LLC 0.24% Add +376.0% 6,393 $1.5M
EFG Asset Management (Americas) Corp. 0.26% Add +13.6% 6,314 $1.5M
Adapt Wealth Advisors, LLC 0.56% Reduce -9.4% 6,305 $1.5M
Verus Capital Partners, LLC 0.12% Add +17.1% 6,296 $1.5M
WealthShield Partners, LLC 0.17% Reduce -4.3% 6,277 $1.5M
Cornerstone Wealth Group, LLC 0.10% Reduce -2.2% 6,276 $1.5M
Cambridge Advisors Inc. 0.29% Reduce -0.3% 6,217 $1.5M
Planned Solutions, Inc. 0.52% Add +0.2% 6,216 $1.5M
Boston Family Office LLC 0.10% No change 6,203 $1.5M
MV Capital Management, Inc. 0.14% Reduce -2.3% 6,196 $1.5M
SlateStone Wealth, LLC 0.13% Reduce -0.6% 6,166 $1.5M
Lunt Capital Management, Inc. 0.57% Reduce -0.7% 6,152 $1.5M
Penobscot Investment Management Company, Inc. 0.11% Add +5.3% 6,147 $1.5M
BG Investment Services, LLC 1.47% Reduce -29.1% 6,145 $1.5M
Avior Wealth Management, LLC 0.05% Reduce -1.7% 6,239 $1.5M
Confluence Wealth Services, Inc. 0.07% Reduce -0.5% 6,136 $1.5M
Fort Point Capital Partners LLC 0.19% Reduce -69.7% 6,115 $1.5M
IPG Investment Advisors LLC 0.26% Reduce -42.1% 6,108 $1.5M
Bare Financial Services, Inc 0.44% Reduce -2.9% 6,105 $1.5M
St Germain D J Co. Inc. 0.06% Reduce -0.3% 6,095 $1.5M
Retirement Planning Group, LLC 0.05% Add +16.3% 6,086 $1.5M
MBL Wealth, LLC 0.13% Reduce -2.4% 6,051 $1.5M
Community Bank, N.A. 0.18% Reduce -2.8% 6,049 $1.5M
Wealth Watch Advisors, INC 0.60% Add +2.8% 6,045 $1.5M
Gradient Capital Advisors, LLC 0.39% Reduce -3.5% 6,014 $1.5M
Consolidated Portfolio Review Corp 0.18% Reduce -4.1% 5,995 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Add +1.3% 5,983 $1.4M
Ancora Advisors LLC 0.03% Reduce -1.1% 5,982 $1.4M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% Add +1.5% 5,982 $1.4M
Highland Capital Management, LLC 0.07% Reduce -0.7% 5,958 $1.4M
Petix & Botte Co 0.33% Reduce -4.9% 5,949 $1.4M
Ellenbecker Investment Group 0.21% Reduce -0.4% 5,947 $1.4M
Bernard Wealth Management Corp. 0.60% Reduce -0.8% 5,929 $1.4M
Pure Financial Advisors, LLC 0.02% Add +2.5% 5,926 $1.4M
Segment Wealth Management, LLC 0.09% No change 5,896 $1.4M
Eagle Harbor Asset Management Inc. 1.23% Reduce -0.2% 5,848 $1.4M
CWC Advisors, LLC. 0.69% Add +0.4% 5,816 $1.4M
Morris Financial Concepts, Inc. 0.51% Reduce -2.4% 5,800 $1.4M
LaSalle St. Investment Advisors, LLC 0.25% Add +3.3% 5,800 $1.4M
WESPAC Advisors, LLC 0.81% New 5,764 $1.4M
MIdWestOne Financial Group, Inc. 0.17% Reduce -3.6% 5,754 $1.4M
Objective Capital Management, LLC 1.44% Reduce -0.6% 5,742 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -6.7% 5,736 $1.4M
Hickory Point Bank & Trust 1.04% Add +8.5% 5,736 $1.4M
Richmond Investment Services, LLC 0.26% Reduce -1.3% 5,736 $1.4M
Steel Grove Capital Advisors, LLC 0.17% No change 6,428 $1.4M
Guyasuta Investment Advisors Inc. 0.08% No change 5,717 $1.4M
Soltis Investment Advisors LLC 0.10% Add +9.3% 5,705 $1.4M
Betterment LLC 0.00% Reduce -9.7% 5,704 $1.4M
Cantor Fitzgerald Investment Advisors L.P. 0.09% Reduce -0.1% 5,695 $1.4M
Runnymede Capital Advisors, Inc. 1.13% No change 5,688 $1.4M
RFG Advisory, LLC 0.03% Reduce -20.1% 5,687 $1.4M
Madison Asset Management, LLC 0.02% Add +369.5% 5,686 $1.4M
Coordinated Financial Services, Inc. 0.89% Add +0.7% 5,667 $1.4M
Tortoise Investment Management, LLC 0.12% Add +1.4% 5,612 $1.4M
Catalyst Financial Partners LLC 0.16% Add +5.9% 5,577 $1.3M
Cardiff Park Advisors, LLC 0.10% Add +5.2% 5,572 $1.3M
Financial & Tax Architects, LLC 0.30% New 5,571 $1.3M
Florida Trust Wealth Management Co 0.04% Reduce -0.4% 5,557 $1.3M
Tiemann Investment Advisors, LLC 0.51% Add +87.7% 5,555 $1.3M
Westwood Holdings Group Inc. 0.01% No change 5,544 $1.3M
Basso Capital Management, L.P. 0.89% Add +3372.3% 5,521 $1.3M
Baldwin Wealth Partners LLC 0.09% No change 5,517 $1.3M
Philadelphia Trust Co. 0.09% Add +15.3% 5,468 $1.3M
Activest Wealth Management 0.27% Reduce -7.2% 5,464 $1.3M
Nordwand Advisors, LLC 0.21% Add +64.8% 5,451 $1.3M
Arcadia Investment Management Corp. 0.20% Reduce -3.8% 5,441 $1.3M
Summit Financial Strategies, Inc. 0.11% No change 5,441 $1.3M
Stephenson & Company, Inc. 0.75% No change 5,421 $1.3M
Richard W. Paul & Associates, LLC 0.45% Reduce -4.7% 5,414 $1.3M
Ameritas Advisory Services, LLC 0.09% Reduce -42.9% 5,398 $1.3M
Edmond DE Rothschild Holding S.A. 0.02% Add +50.1% 5,389 $1.3M
Cinctive Capital Management LP 0.07% New 5,372 $1.3M
Huntleigh Advisors, Inc. 0.22% Add +1.5% 5,360 $1.3M
Lion Street Advisors, LLC 0.45% Add +254.3% 5,647 $1.3M
Roman Butler Fullerton & Co. 0.35% New 5,216 $1.3M
Cannell & Spears LLC 0.02% No change 5,315 $1.3M
Intrust Bank NA 0.11% No change 5,309 $1.3M
State of Wyoming 0.15% Add +241.9% 5,300 $1.3M
17 Capital Partners, LLC 0.70% Add +1.5% 5,294 $1.3M
MWA Asset Management 0.71% Reduce -14.6% 5,291 $1.3M
Compass Ion Advisors, LLC 0.12% Add +0.1% 5,290 $1.3M
Wealth Alliance, LLC 0.13% New 5,288 $1.3M
Pinnacle Bancorp, Inc. 0.38% Reduce -0.1% 5,277 $1.3M
Eq LLC 0.43% Reduce -5.2% 5,260 $1.3M
Old North State Trust, LLC 0.77% Add +7.5% 5,240 $1.3M
Cambridge Financial Group, LLC 0.41% Add +393.5% 5,226 $1.3M
Mittelman Wealth Management 0.83% Reduce -19.6% 5,210 $1.3M
Neumann Capital Management, LLC 0.37% No change 5,208 $1.3M
Madrid Financial Services 0.79% Reduce -89.4% 5,204 $1.3M
Aurelius Family Office LLC 0.56% Reduce -1.6% 5,189 $1.3M
Colorado Capital Management, Inc. 0.48% No change 5,169 $1.3M
Matrix Private Capital Group LLC 0.66% Reduce -0.5% 5,136 $1.2M
Mgo One Seven LLC 0.03% Add +77.6% 5,122 $1.2M
Stonebridge Capital Advisors LLC 0.09% Reduce -4.4% 5,117 $1.2M
Matauro, LLC 0.20% Reduce -13.8% 5,099 $1.2M
Excalibur Management Corp. 0.45% Reduce -5.2% 5,088 $1.2M
Aprio Wealth Management, LLC 0.12% Reduce -1.2% 5,085 $1.2M
Ironwood Investment Counsel, LLC 0.18% Reduce -2.1% 5,078 $1.2M
U.S. Capital Wealth Advisors, LLC 0.03% Add +18.6% 5,076 $1.2M
LCNB Corp. 0.43% No change 5,064 $1.2M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +8.3% 5,062 $1.2M
Azimuth Capital Investment Management LLC 0.04% Reduce -27.4% 5,062 $1.2M
Teachers Insurance & Annuity Association of America 1.46% Reduce -18.8% 5,054 $1.2M
Whitegate Investment Counselors, Inc. 0.40% No change 5,038 $1.2M
Fragasso Financial Advisors Inc 0.08% Add +0.1% 4,947 $1.2M
Alamea Verwaltungs GmbH 0.83% No change 5,025 $1.2M
First Business Financial Services, Inc. 0.11% Reduce -11.0% 5,020 $1.2M
Symmetry Peak Management LLC 8.92% New 5,000 $1.2M
Galilei Investment Office LLP 0.58% No change 5,000 $1.2M
Naples Global Advisors, LLC 0.09% Reduce -0.8% 4,995 $1.2M
Obermeyer Wealth Partners 0.06% Add +1.1% 4,991 $1.2M
Lowery Thomas, LLC 0.70% Reduce -0.1% 4,985 $1.2M
1900 Wealth Management LLC 0.08% Reduce -5.7% 4,980 $1.2M
Regal Investment Advisors LLC 0.08% Add +3.4% 4,973 $1.2M
Koshinski Asset Management, Inc. 0.09% Reduce -3.5% 4,969 $1.2M
Evanson Asset Management, LLC 0.07% Reduce -3.1% 4,936 $1.2M
GAMCO Investors 0.01% Reduce -30.6% 4,934 $1.2M
Camelot Technology Advisors, Inc. 0.96% Add +0.3% 4,925 $1.2M
SOA Wealth Advisors, LLC. 0.19% Add +0.1% 66,225 $1.2M
Marex Group Ltd 0.01% New 4,902 $1.2M
Plancorp, LLC 0.04% Reduce -1.9% 4,900 $1.2M
Pitti Group Wealth Management, LLC 1.00% Reduce -2.2% 4,877 $1.2M
Ewing Morris & Co. Investment Partners Ltd. 0.51% New 4,873 $1.2M
Intrua Financial, LLC 0.14% Add +5.8% 4,857 $1.2M
Meridian Wealth Advisors, LLC 0.17% Add +1.0% 4,849 $1.2M
Well Done, LLC 0.20% Add +10.2% 4,846 $1.2M
Middleton & Co. Inc. 0.13% Reduce -0.5% 4,830 $1.2M
Sovereign Financial Group, Inc. 0.22% Add +136.1% 4,809 $1.2M
McClarren Financial Advisors, Inc. 0.71% Add +6.3% 5,108 $1.2M
Realta Investment Advisors 0.39% Add +11.6% 4,798 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.39% Add +0.1% 4,638 $1.2M
Total Clarity Wealth Management, Inc. 0.31% Reduce -23.9% 4,792 $1.2M
Shelton Capital Management 0.02% Add +83.6% 4,781 $1.2M
Transcend Capital Advisors, LLC 0.08% Reduce -24.1% 4,771 $1.2M
Parker Financial LLC 0.47% Reduce -4.8% 4,756 $1.2M
HCR Wealth Advisors 0.12% Reduce -0.9% 4,711 $1.1M
First Nebraska Trust Co 0.10% No change 4,748 $1.1M
Parthenon LLC 0.13% No change 4,747 $1.1M
Permanent Capital Management, LP 0.21% — 4,744 $1.1M
Cape Ann Savings Bank 0.61% Reduce -8.4% 4,732 $1.1M
Arrowroot Family Office, LLC 0.46% Add +0.3% 4,730 $1.1M
D L Carlson Investment Group Inc. 0.19% Reduce -2.3% 4,714 $1.1M
AtlasMark Financial, Inc 0.76% No change 4,700 $1.1M
Chartist Inc. 0.77% — 4,690 $1.1M
ExodusPoint Capital Management, LP 0.02% Reduce -95.8% 4,690 $1.1M
American National Bank & Trust 0.11% Reduce -60.7% 4,663 $1.1M
EverSource Wealth Advisors, LLC 0.04% Add +11.3% 4,661 $1.1M
Impact Capital Partners LLC 0.34% New 4,655 $1.1M
KCM Investment Advisors LLC 0.04% No change 4,652 $1.1M
Tyche Wealth Partners LLC 0.20% Reduce -16.6% 4,645 $1.1M
Brian Low Financial Group, LLC 0.87% Add +19.4% 4,642 $1.1M
Elevation Point Wealth Partners, LLC 0.08% Reduce -79.6% 4,605 $1.1M
Charter Oak Capital Management, LLC 0.09% Reduce -10.7% 4,591 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -5.6% 4,588 $1.1M
JT Stratford LLC 0.15% New 4,584 $1.1M
STAR Financial Bank 0.66% Reduce -7.8% 4,581 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.13% No change 4,580 $1.1M
Prairie Wealth Advisors, Inc. 0.45% Add +3.6% 4,568 $1.1M
Steinberganna Wealth Management 0.52% — 4,565 $1.1M
PUREfi Wealth, LLC 0.85% Reduce -12.0% 4,551 $1.1M
Motiv8 Investments LLC 0.59% Reduce -4.3% 4,550 $1.1M
Core Wealth Advisors, Inc. 0.29% Reduce -0.7% 4,549 $1.1M
MainStreet Investment Advisors LLC 0.15% Reduce -5.5% 4,523 $1.1M
Wealthfront Advisers LLC 0.00% Add +4.8% 4,509 $1.1M
Ping Capital Management, Inc. 0.66% Reduce -40.0% 4,500 $1.1M
Caldwell Trust Co 0.10% No change 4,500 $1.1M
Integrated Investment Consultants, LLC 0.18% Reduce -0.6% 4,448 $1.1M
Wellspring Financial Advisors, LLC 0.10% Reduce -0.7% 4,448 $1.1M
Global Financial Private Client, LLC 0.38% Reduce -4.5% 4,444 $1.1M
Brady Family Wealth, LLC 0.33% No change 4,443 $1.1M
Next Capital Management LLC 0.36% Add +0.5% 4,440 $1.1M
Zions Bancorporation, National Association 0.05% Reduce -8.5% 4,438 $1.1M
HBK Investments L P 0.02% New 4,433 $1.1M
L & S Advisors Inc 0.11% Add +0.3% 4,430 $1.1M
Advance Capital Management, Inc. 0.05% Reduce -2.4% 4,401 $1.1M
First Financial Corp. 0.42% Add +5134.5% 4,397 $1.1M
Savior LLC 4.73% Add +6.4% 4,393 $1.1M
White Pine Capital LLC 0.30% Reduce -9.2% 4,392 $1.1M
Tompkins Financial Corp. 0.09% Reduce -1.9% 4,390 $1.1M
Trilogy Capital Inc. 0.05% Reduce -4.7% 4,385 $1.1M
Advisors Capital Management, LLC 0.01% Add +0.9% 4,379 $1.1M
Calamos Wealth Management LLC 0.04% Reduce -19.1% 4,378 $1.1M
Heritage Wealth Advisors 0.05% Add +0.2% 4,368 $1.1M
Strategic Blueprint, LLC 0.05% Add +48.5% 4,358 $1.1M
Morton Brown Family Wealth, LLC 0.30% No change 4,346 $1.1M
Arcus Capital Partners, LLC 0.46% Add +2.2% 4,327 $1.0M
CacheTech Inc. 0.21% Add +7.5% 4,324 $1.0M
Verum Partners LLC 0.22% Add +0.8% 4,321 $1.0M
Atlas Brown,Inc. 0.31% Reduce -0.0% 4,320 $1.0M
Collective Family Office LLC 0.25% No change 4,309 $1.0M
Two Sigma Securities, LLC 0.15% Reduce -89.5% 4,297 $1.0M
Blue Trust, Inc. 0.01% Reduce -15.6% 4,289 $1.0M
Advisor Resource Council 1.40% Reduce -73.6% 4,289 $1.0M
Live Oak Private Wealth LLC 0.14% No change 4,289 $1.0M
Key Financial Inc 0.19% Reduce -14.7% 4,278 $1.0M
Blue Sky Capital Consultants Group, Inc. 0.45% Add +0.5% 4,285 $1.0M
Aft, Forsyth & Company, Inc. 0.50% Add +0.0% 4,284 $1.0M
Pachira Investments Inc. 0.58% No change 4,282 $1.0M
SBI Securities Co., Ltd. 0.03% Add +8.7% 4,281 $1.0M
Resurgent Financial Advisors LLC 0.51% Reduce -30.7% 4,277 $1.0M
Power Wealth Management LLC 0.38% Reduce -11.0% 4,274 $1.0M
JSF Financial, LLC 0.23% Reduce -2.4% 4,264 $1.0M
Mattern Wealth Management LLC 0.21% No change 4,252 $1.0M
Bond & Devick Financial Network, Inc. 0.31% No change 4,237 $1.0M
Heartwood Wealth Advisors LLC 0.10% Add +2.5% 4,236 $1.0M
Thoroughbred Financial Services, LLC 0.06% Add +29.0% 4,228 $1.0M
Stillwater Capital Advisors, LLC 0.11% Add +12.6% 4,212 $1.0M
World Equity Group, Inc. 0.23% Add +14.8% 4,210 $1.0M
Fermata Advisors, LLC 0.26% Reduce -4.3% 4,208 $1.0M
2UniFi Bank 0.51% Reduce -0.5% 4,207 $1.0M
Sightline Wealth Advisors, LLC 0.46% Reduce -11.2% 4,197 $1.0M
Assetmark, Inc. 0.00% Add +11.4% 4,185 $1.0M
General Partner, Inc. 0.56% No change 4,176 $1.0M
Bank of New Hampshire 0.23% No change 4,155 $1.0M
Davis Investment Partners, LLC 0.34% Reduce -4.8% 4,144 $1.0M
Rf&l Wealth Management, LLC 0.59% Add +0.1% 4,146 $1.0M
Tranquility Partners, LLC 0.34% Reduce -8.9% 4,131 $999K
HFG Advisors, Inc. 0.74% Reduce -0.6% 4,130 $999K
Elgethun Capital Management 0.18% No change 4,129 $999K
Onyx Bridge Wealth Group LLC 0.11% Add +308.8% 4,129 $999K
Financial Perspectives, Inc 0.28% Add +6.2% 4,125 $998K
IFS Group,LLC 0.88% — 4,114 $998K
360 Financial, Inc. 0.32% Add +11.3% 4,119 $997K
Debussy Capital Management LP 0.14% Reduce -2.3% 4,111 $995K
Vista Investment Partners Ii, LLC 0.46% New 4,109 $994K
Monograph Wealth Advisors, LLC 0.10% Add +2.1% 4,101 $992K
Fort Sheridan Advisors LLC 0.13% Add +33.5% 4,082 $988K
BridgePort Financial Solutions, LLC 0.27% Reduce -3.9% 4,081 $987K
Marshall Financial Group Inc. 0.27% Reduce -1.4% 4,069 $985K
Legal & General Group Plc 0.00% Reduce -44.0% 4,067 $984K
Flagship Private Wealth, LLC 0.40% Add +4.5% 4,063 $983K
Cedar Mountain Advisors, LLC 0.19% Reduce -2.8% 4,058 $982K
Intellectus Partners, LLC 0.19% Reduce -28.8% 4,053 $981K
Total Investment Management Inc. 0.13% Reduce -1.2% 4,052 $980K
Cedar Wealth Management, LLC 0.30% Reduce -3.1% 4,047 $979K
FDx Advisors, Inc. 0.29% Reduce -9.6% 3,977 $979K
CVFG LLC 0.71% Reduce -0.9% 4,040 $978K
Fiera Capital Corp 0.00% Reduce -8.1% 4,040 $978K
Providence Financial Advisors, LLC 0.93% — 4,034 $976K
CSM Advisors, LLC 0.03% No change 4,000 $968K
Edge Financial Advisors LLC 0.43% Reduce -32.6% 4,000 $968K
Montgomery Investment Management Inc. 0.34% No change 4,000 $968K
Broadview Financial Management, LLC 0.65% Reduce -6.4% 3,993 $966K
Signaturefd, LLC 0.02% Add +0.1% 3,982 $964K
Orin Green Financial, LLC 0.38% Add +2.0% 3,955 $957K
Northwest Wealth Management, LLC 0.16% No change 3,949 $956K
Sage Mountain Advisors LLC 0.05% Reduce -0.6% 3,939 $953K
Angeles Wealth Management, LLC 0.06% Reduce -3.4% 3,921 $949K
Saxony Capital Management, LLC 0.62% Reduce -22.2% 3,916 $948K
Inspire Advisors, LLC 0.09% Reduce -12.3% 3,915 $947K
PGIM Custom Harvest LLC 0.01% Add +0.2% 3,908 $946K
MidAtlantic Capital Management, Inc. 0.64% No change 3,900 $944K
Parsonex Advisory Services, Inc. 0.64% New 3,893 $942K
Wealth Dimensions Group, Ltd. 0.19% Reduce -12.6% 3,885 $940K
Stage Harbor Financial, LLC 0.69% Add +12.0% 3,878 $938K
Narus Financial Partners, LLC 0.26% Add +0.3% 3,878 $938K
RPg Family Wealth Advisory, LLC 0.21% New 3,875 $938K
Fiduciary Alliance LLC 0.06% Add +6.6% 3,866 $935K
New England Professional Planning Group Inc. 0.43% Reduce -0.8% 3,861 $934K
Palisades Hudson Asset Management, L.P. 0.34% Add +0.0% 3,861 $934K
GAMMA Investing LLC 0.05% Add +3.5% 3,850 $931K
Edgestream Partners, L.P. 0.03% Add +44.5% 3,830 $927K
Cullen Capital Management, LLC 0.01% New 3,830 $927K
Flagship Harbor Advisors, LLC 0.04% Add +14.4% 3,823 $925K
Brown, Lisle/Cummings, Inc. 0.24% Reduce -0.7% 3,795 $918K
American Financial Advisors, LLC 0.12% Reduce -1.7% 3,782 $915K
Vista Capital Partners, Inc. 0.09% No change 3,777 $914K
Townsend Asset Management Corp. /NC/ 0.33% Reduce -6.1% 3,776 $914K
Libra Wealth LLC 0.27% No change 3,775 $913K
New England Asset Management Inc. 0.12% Reduce -69.0% 3,770 $912K
Smith Salley Wealth Management 0.05% Add +107.5% 3,758 $909K
Gimbal Financial 0.55% New 3,756 $909K
Clark Asset Management, LLC 0.11% Add +123.2% 3,752 $908K
Townsquare Capital LLC 0.14% Reduce -31.4% 3,747 $907K
Thrive Wealth Management, LLC 0.14% Add +3.5% 3,744 $906K
Garde Capital, Inc. 0.05% Reduce -46.1% 3,717 $899K
Navalign, LLC 0.24% Reduce -1.9% 3,708 $897K
Sachetta, LLC 0.33% Add +0.1% 3,702 $896K
Breakwater Capital Group 0.13% Add +8.7% 3,702 $896K
Investment Partners Asset Management, Inc. 0.59% Reduce -0.5% 3,685 $892K
Rockbridge Investment Management, LCC 0.09% Reduce -9.4% 3,681 $891K
First County Bank 0.45% Add +8.9% 3,678 $890K
First Bank & Trust 0.15% Add +18.9% 3,674 $889K
Alerus Financial NA 0.05% Add +0.3% 3,666 $887K
Evensky & Katz LLC 0.05% Add +0.1% 3,665 $887K
Uptown Financial Advisors LLC 0.78% Reduce -5.0% 3,649 $883K
Lutz Financial Services LLC 0.06% No change 3,647 $882K
Cassaday & Co Wealth Management LLC 0.02% Reduce -5.2% 3,632 $879K
Cooper/Haims Advisors, LLC 0.41% No change 3,622 $876K
Fisher Asset Management 0.00% Add +9.1% 3,620 $876K
Viawealth, LLC 0.48% Reduce -10.6% 3,618 $875K
Lakeshore Capital Group, Inc. 0.70% Reduce -1.8% 3,580 $866K
MB Generational Wealth, LLC 0.55% — 3,578 $866K
Thomasville National Bank 0.05% No change 3,577 $865K
Andrews, Lucia Wealth Management LLC 0.52% No change 3,570 $864K
Sprinkle Financial Consultants LLC 0.48% Reduce -11.8% 3,563 $862K
Vawter Financial, Ltd. 0.39% New 3,560 $861K
Riverbridge Partners LLC 0.01% Reduce -36.0% 3,555 $860K
Woodmont Investment Counsel LLC 0.06% Reduce -1.4% 3,554 $860K
NorthCrest Asset Manangement, LLC 0.02% Reduce -1.9% 3,520 $860K
Bill Few Associates, Inc. 0.22% Reduce -0.6% 3,549 $859K
Autumn Glory Partners, LLC 0.35% No change 3,545 $858K
Mechanics Bank Trust Department 0.12% Reduce -18.7% 3,540 $857K
Johnson & White Wealth Management, LLC 0.39% Add +0.9% 3,537 $856K
Investment Partners, LTD. 0.30% Add +3.1% 3,532 $855K
Ironwood Financial, llc 0.15% Reduce -4.0% 3,529 $854K
Private Management Group Inc. 0.03% Reduce -1.3% 3,519 $851K
Missouri Trust & Investment Co 0.25% Add +1.6% 3,516 $851K
SC&H Financial Advisors, Inc. 0.14% Reduce -26.1% 3,514 $850K
Colonial Trust Advisors 0.07% Reduce -0.2% 3,507 $849K
Windsor Capital Management, LLC 0.23% Reduce -0.2% 3,469 $840K
Francis Financial, Inc. 0.15% Reduce -1.9% 3,469 $839K
Ofc Financial Planning, LLC 0.83% Reduce -7.7% 3,466 $839K
Sentry LLC 0.21% Add +0.0% 3,443 $833K
Allegheny Financial Group 0.16% Add +3.5% 3,441 $833K
NWK Group, Inc. 0.28% Reduce -3.3% 3,439 $832K
CENTRAL TRUST Co 0.02% Reduce -37.6% 3,412 $826K
Strategic Investment Management, LLC 0.45% Reduce -76.3% 3,410 $825K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +4.4% 3,340 $823K
Milestone Asset Management, LLC 0.16% Reduce -15.6% 3,400 $823K
Occidental Asset Management, LLC 0.10% Add +0.1% 3,400 $823K
First International Bank of Israel Ltd. 0.47% Reduce -5.3% 3,399 $822K
Insight Advisors, LLC/ PA 0.13% Add +19.7% 3,386 $820K
Noble Family Wealth, LLC 0.18% Reduce -0.8% 3,381 $818K
Millstone Evans Group, LLC 0.52% Add +2.0% 3,373 $816K
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -0.0% 3,370 $815K
Accel Wealth Management 0.24% Reduce -5.2% 3,358 $813K
Canopy Partners, LLC 0.27% Reduce -3.2% 3,356 $812K
McAdam, LLC 0.04% Reduce -2.1% 3,345 $809K
Stratos Investment Management, LLC 0.03% Add +0.0% 3,342 $809K
Van Cleef Asset Management,Inc 0.08% No change 3,332 $806K
Howard Wealth Management, LLC 0.37% Reduce -0.2% 3,329 $806K
Lionshead Wealth Management, LLC 0.64% Add +1.8% 3,329 $806K
Agate Pass Investment Management, LLC 0.31% No change 3,329 $805K
Guardian Financial Partners, LLC 0.34% Add +0.3% 3,318 $803K
Integrity Alliance, Llc. 0.04% Reduce -20.1% 3,316 $802K
CRA Financial Services, LLC 0.11% Reduce -1.3% 3,302 $799K
Seven Mile Advisory 0.13% No change 3,300 $798K
Presidio Capital Management, LLC 0.28% Add +114.5% 3,292 $797K
Rialto Wealth Management, LLC 0.21% Reduce -1.3% 3,291 $796K
Sentinel Wealth Management, Inc. 0.69% No change 3,283 $794K
Insight 2811, Inc. 0.35% Reduce -4.3% 3,282 $794K
FSM Wealth Advisors, LLC 0.11% Add +0.3% 3,278 $793K
High Probability Advisors, LLC 0.11% No change 3,275 $792K
Baron Wealth Management LLC 0.26% Add +0.3% 3,269 $791K
Cultivar Capital, Inc. 0.53% Add +2.0% 3,268 $791K
Coastwise Capital Group, LLC 0.56% Add +9.6% 3,265 $790K
Heritage Trust Co 0.08% Reduce -0.7% 3,265 $790K
Forum Financial Management, LP 0.01% Reduce -10.4% 3,249 $786K
Watts Gwilliam & Co., LLC 0.13% Add +0.0% 3,246 $785K
Cadence Bank 0.05% No change 3,246 $785K
QRG Capital Management, Inc. 0.01% Add +12.3% 3,244 $785K
Elite Financial, Inc. 0.36% Add +3.3% 3,213 $784K
Horrell Capital Management, Inc. 0.33% Add +8.1% 3,225 $780K
Platform Technology Partners 0.19% Add +3.7% 3,220 $779K
DKM Wealth Management, Inc. 0.63% Reduce -21.0% 3,220 $779K
VeraBank, N.A. 0.15% Reduce -27.1% 3,214 $778K
Endeavor Private Wealth, Inc. 0.24% Add +68.6% 3,207 $776K
Sepio Capital, LP 0.05% No change 3,206 $776K
Center for Financial Planning, Inc. 0.08% No change 3,205 $775K
Penobscot Wealth Management 0.25% Add +18.9% 3,202 $775K
Balefire, LLC 0.15% No change 3,201 $775K
Acorn Financial Advisory Services Inc. 0.12% Add +2.1% 3,198 $774K
Procyon Advisors, LLC 0.05% Add +5.7% 3,197 $774K
JDM Financial Group LLC 0.32% Reduce -2.3% 3,193 $773K
McGuire Investment Group, LLC 0.09% No change 3,185 $771K
Compass Capital Corp. /Ma/ 0.34% No change 3,164 $770K
Cardinal Point Capital Management ULC 0.05% Add +39.2% 3,174 $770K
Diversify Wealth Management, LLC 0.04% Reduce -3.5% 3,136 $770K
Tritonpoint Wealth, LLC 0.07% Reduce -0.9% 3,181 $770K
M1 Capital Management LLC 0.33% Reduce -1.2% 3,176 $768K
O'Brien Greene & Co. Inc 0.24% Reduce -0.4% 3,175 $768K
New Republic Capital, LLC 0.23% Add +0.2% 3,161 $765K
Biltmore Family Office, LLC 0.11% No change 3,158 $764K
Columbia Bank 0.21% Reduce -14.4% 3,049 $763K
Linscomb Wealth, Inc. 0.03% Reduce -4.3% 3,153 $763K
Mystic Asset Management, Inc. 0.17% Add +5.2% 3,149 $762K
Investors Research Corp 0.14% Reduce -8.0% 3,108 $752K
Copia Wealth Management 0.56% Add +3.5% 3,107 $752K
Perkins Coie Trust Co 0.14% No change 3,105 $751K
Tilson Financial Group, Inc. 0.25% Add +0.2% 3,104 $751K
Ti-Trust, Inc. 0.47% Add +1.2% 3,103 $751K
Ritter Daniher Financial Advisory LLC / DE 0.13% Reduce -12.1% 3,096 $749K
Schneider Downs Wealth Management Advisors, LP 0.09% Reduce -1.2% 3,093 $748K
Private Wealth Group, LLC 0.37% No change 3,091 $748K
Iowa State Bank 0.14% No change 3,090 $748K
Pioneer Trust Bank N A 0.17% No change 3,085 $746K
Bearing Point Capital, LLC 0.13% No change 3,082 $746K
Acima Private Wealth, LLC 0.23% No change 3,081 $745K
RPG Investment Advisory, LLC 0.09% Add +0.5% 3,079 $745K
Dearborn Partners LLC 0.03% Reduce -7.5% 3,079 $745K
Jackson Hole Capital Partners, LLC 0.13% Reduce -21.5% 3,077 $745K
Root Financial Partners, LLC 0.05% Add +56.6% 3,076 $744K
Ballew Advisors, Inc 0.41% No change 2,987 $741K
Nvwm, LLC 0.17% No change 3,048 $737K
Gen-Wealth Partners Inc 0.25% No change 3,047 $737K
Formidable Asset Management, LLC 0.12% Reduce -1.6% 3,403 $734K
Capital Investment Advisors, LLC 0.01% Add +4.0% 3,025 $732K
Gilliland Jeter Wealth Management LLC 0.22% No change 3,008 $728K
Navis Wealth Advisors, LLC 0.55% Add +0.0% 3,001 $726K
DCF Advisers, LLC 0.28% No change 3,000 $726K
Westfuller Advisors, LLC 0.33% Add +0.3% 2,999 $726K
USA Financial Formulas 0.13% Add +18631.3% 2,997 $725K
Central Valley Advisors, LLC 0.22% Add +0.1% 2,997 $725K
Blodgett Wealth Advisors, LLC 0.50% No change 2,995 $725K
Exchange Bank 0.50% No change 2,993 $724K
Sharp Wealth Advisory, LLC 0.39% Reduce -5.3% 2,992 $724K
Lee Danner & Bass Inc. 0.05% Add +9.4% 2,987 $723K
Leo Wealth, LLC 0.09% Reduce -0.9% 2,971 $719K
NCM Capital Management, LLC 0.28% No change 2,969 $718K
Stanich Group LLC 0.44% Reduce -1.4% 2,969 $718K
Zacks Investment Management 0.01% Add +0.7% 2,957 $716K
Certified Advisory Corp 0.07% No change 2,956 $715K
Clarkston Capital Partners, LLC 0.02% Add +13.5% 2,950 $714K
Rothschild Wealth LLC 0.16% Reduce -12.2% 2,948 $713K
Narwhal Capital Management 0.05% No change 2,937 $711K
Shared Vision Wealth Group LLC 0.30% No change 2,916 $710K
M. Kraus & Co 0.20% No change 2,925 $708K
BBR Partners, LLC 0.04% Reduce -0.1% 2,922 $707K
Ellis Investment Partners, LLC 0.13% Add +9.4% 2,920 $707K
Integris Wealth Management, LLC 0.17% Add +0.9% 2,916 $706K
Kohmann Bosshard Financial Services, LLC 0.07% Add +33.4% 2,902 $702K
Shoker Investment Counsel, Inc. 0.21% Add +0.1% 2,897 $701K
SeaCrest Wealth Management, LLC 0.07% Reduce -4.6% 2,841 $701K
Private Capital Management, LLC 0.06% Reduce -6.2% 2,884 $698K
Integral Investment Advisors, Inc. 0.19% No change 2,877 $696K
Kovack Advisors, Inc. 0.07% Reduce -2.0% 2,877 $696K
Ananym Capital Management, LP 0.27% Add +391.4% 2,875 $696K
Bigelow Investment Advisors, LLC 0.28% Reduce -5.4% 2,873 $695K
Okabena Investment Services Inc. 0.13% Add +1.2% 2,870 $694K
Drexel Morgan & Co. 0.11% No change 2,866 $693K
Fortitude Family Office, LLC 0.19% No change 2,859 $692K
First American Bank 0.04% Reduce -17.7% 2,848 $689K
Round Rock Advisors LLC 0.11% Reduce -5.2% 2,847 $689K
Cascade Financial Partners, LLC 0.08% Reduce -45.0% 2,842 $688K
Eisler Capital Management Ltd. 0.02% Reduce -89.2% 2,854 $687K
Upper Left Wealth Management, LLC 0.43% Reduce -8.3% 2,822 $683K
TAGStone Capital, Inc. 0.27% Reduce -1.7% 2,818 $682K
Alpha Advisors, LLC 0.51% Reduce -15.9% 2,815 $681K
Sonora Investment Management Group, LLC 0.05% Add +12.7% 2,808 $679K
Jordan Park Group LLC 0.04% No change 2,803 $678K
Donaldson Capital Management, LLC 0.02% Reduce -1.4% 2,802 $678K
Balboa Wealth Partners 0.12% Reduce -1.6% 2,801 $678K
Richards, Merrill & Peterson, Inc. 0.29% Add +55.3% 2,796 $677K
Capital Analysts, LLC 0.02% Reduce -0.5% 2,794 $676K
Discovery Capital Management, LLC / CT 0.04% Add +822.5% 2,786 $674K
AAF Wealth Management, LLC 0.31% Add +0.1% 2,785 $674K
Schrum Private Wealth Management LLC 0.49% Reduce -19.1% 2,783 $674K
Blake Schutter Theil Wealth Advisors, LLC 0.67% No change 2,780 $673K
BTG Pactual Asset Management US LLC 0.08% Reduce -82.5% 2,780 $673K
Wealthgarden F.S. LLC 0.48% Add +0.3% 2,708 $672K
Morse Asset Management, Inc 0.13% Reduce -0.1% 2,762 $668K
Ritholtz Wealth Management 0.01% Add +8.1% 2,756 $667K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% Add +8.1% 2,754 $666K
Groupe la Francaise 0.01% New 3,224 $663K
SkyOak Wealth, LLC 0.13% Add +0.1% 2,736 $662K
LRI Investments, LLC 0.05% Reduce -7.0% 2,735 $662K
Trek Financial, LLC 0.04% Add +76.0% 2,735 $662K
Cornerstone Select Advisors, LLC 0.49% Add +11.6% 2,734 $662K
TBH Global Asset Management, LLC 0.13% New 2,734 $661K
Forza Wealth Management, LLC 0.25% No change 2,732 $661K
Hudson Portfolio Management LLC 0.59% Reduce -7.8% 2,731 $661K
IAG Wealth Partners, LLC 0.08% Reduce -2.7% 2,713 $656K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +13.4% 2,706 $655K
Elyxium Wealth, LLC 0.23% Reduce -9.5% 2,701 $653K
BigSur Wealth Management LLC 0.16% Reduce -20.6% 2,700 $653K
First City Capital Management, Inc. 0.35% Add +3.9% 2,697 $653K
OneAscent Financial Services LLC 0.04% Add +8.2% 2,691 $651K
Financial Management Network Inc. 0.11% Add +3.2% 2,636 $651K
True North Advisors, LLC 0.10% Add +62.3% 2,688 $650K
JNBA Financial Advisors 0.06% Reduce -10.1% 2,687 $650K
Beta Wealth Group, Inc. 0.26% New 2,683 $649K
Golden State Wealth Management, LLC 0.07% Reduce -0.5% 2,680 $649K
Destiny Wealth Partners, LLC 0.08% Add +0.1% 2,673 $647K
Rise Advisors, LLC 0.23% Add +20.6% 2,669 $646K
Advus Financial Partners, LLC 0.15% Reduce -1.7% 2,667 $645K
Xponance LLC 0.01% Reduce -12.0% 2,662 $644K
Everhart Financial Group, Inc. 0.06% Reduce -0.5% 2,657 $643K
NFSG Corp 0.10% Add +56.6% 2,655 $642K
Great Lakes Advisors, LLC 0.01% Reduce -42.5% 2,654 $642K
Sard Wealth Management Group, LLC 0.37% Add +0.3% 2,652 $642K
Mengis Capital Management, Inc. 0.13% Reduce -1.8% 2,652 $642K
Nicolet Advisory Services, LLC 0.05% Add +27.9% 2,628 $642K
Woodside Wealth Management LLC 0.51% No change 2,650 $641K
Congress Asset Management Co. 0.00% No change 2,650 $641K
V2 Financial group LLC 0.35% Add +12.8% 2,649 $641K
Victory Financial Group, LLC 0.09% Reduce -29.7% 2,633 $637K
Goldstein Advisors, LLC 0.08% Reduce -23.7% 2,619 $634K
Earned Wealth Advisors, LLC 0.10% Add +33.7% 2,614 $633K
HBW Advisory Services LLC 0.07% Add +89.1% 2,611 $632K
Antonelli Financial Advisors, LLC 0.43% No change 2,606 $630K
Lynch & Associates 0.12% No change 2,600 $629K
Granite Bay Wealth Management, LLC 0.16% Reduce -30.2% 2,592 $627K
Fiduciary Management Inc. 0.01% New 2,590 $627K
First National Corp. /Ma/ 0.12% No change 2,582 $626K
Shepherd Financial Partners LLC 0.06% No change 2,587 $626K
CGN Advisors LLC 0.05% Reduce -2.5% 2,585 $625K
Winthrop Advisory Group LLC 0.05% Add +0.0% 2,584 $625K
Dana Investment Advisors, Inc. 0.02% Reduce -3.0% 2,563 $620K
Smith Shellnut Wilson LLC 0.24% Reduce -0.9% 2,550 $617K
Blackston Financial Advisory Group, LLC 0.37% Reduce -22.4% 2,549 $617K
Clark Capital Management Group, Inc. 0.00% Add +150.3% 2,531 $612K
Strategies Wealth Advisors, LLC 0.06% Add +127.0% 2,529 $612K
Journey Beyond Wealth, LLC 0.50% No change 2,528 $612K
Old Second National Bank of Aurora 0.13% No change 2,528 $612K
Frank, Rimerman Advisors LLC 0.04% No change 2,527 $611K
Levin Capital Strategies, L.P. 0.06% No change 2,523 $610K
Baker Avenue Asset Management, LP 0.01% Add +4.7% 2,519 $609K
Plante Moran Financial Advisors, LLC 0.04% Add +1.5% 2,516 $609K
Flaharty Asset Management, LLC 0.08% No change 2,512 $608K
Winthrop Capital Management, LLC 0.15% No change 2,509 $607K
Postrock Partners LLC 0.27% No change 2,506 $606K
Independent Wealth Network Inc. 0.20% Add +1.1% 2,504 $606K
RDA Financial Network 0.15% Reduce -10.0% 2,504 $606K
Marquette Associates, Inc. 0.73% Add +1.5% 2,501 $605K
Thompson Davis & Co., Inc. 0.37% Reduce -6.9% 2,497 $604K
Garrison Point Advisors, LLC 0.25% Reduce -0.9% 2,497 $604K
Berger Financial Group, Inc 0.04% Add +100.6% 2,496 $604K
Financial Partners Group, Inc 0.07% Reduce -1.1% 2,489 $602K
First PREMIER Bank 0.14% No change 2,489 $602K
Canandaigua National Trust Co of Florida 0.48% No change 2,487 $602K
Cyndeo Wealth Partners, LLC 0.03% Add +1.0% 2,484 $601K
Bluesphere Advisors LLC 0.27% Add +111.8% 2,478 $600K
American Investment Services, Inc. 0.14% No change 2,477 $599K
Raab & Moskowitz Asset Management LLC 0.13% No change 2,475 $599K
Canal Capital Management, LLC 0.09% Add +0.1% 2,475 $599K
Mainsail Asset Management, LLC 0.26% New 2,471 $598K
Principle Wealth Partners LLC 0.03% No change 2,466 $597K
Ullmann Wealth Partners Group, LLC 0.07% Add +16.6% 2,464 $596K
Richardson Financial Services Inc. 0.37% Add +3.6% 2,460 $595K
IFC Advisors LLC 0.11% Add +55.5% 2,459 $595K
East Coast Asset Management, LLC. 0.19% Reduce -0.9% 2,459 $595K
Chesapeake Asset Management LLC 0.53% Add +2.9% 2,455 $594K
Brown Miller Wealth Management, LLC 0.17% Add +0.7% 2,450 $593K
Beaton Management Co. Inc. 0.27% No change 2,445 $592K
Bangor Savings Bank 0.05% No change 2,443 $591K
Strategic Financial Concepts, LLC 0.09% Reduce -2.5% 2,432 $588K
Urban Financial Advisory Corp 0.27% Reduce -5.5% 2,422 $586K
SFG Wealth Management, LLC. 0.25% Add +25.5% 2,414 $584K
Optivise Advisory Services LLC 0.35% Add +3.5% 2,411 $583K
Baker Ellis Asset Management LLC 0.07% No change 2,409 $583K
First Manhattan Co. Llc. 0.00% Add +52.8% 2,401 $581K
Evelyn Partners Investment Management LLP 0.02% No change 2,395 $579K
Adell Harriman & Carpenter Inc. 0.04% Reduce -7.7% 2,387 $578K
Wise Wealth Partners 0.88% No change 2,378 $575K
Hohimer Wealth Management, LLC 0.08% No change 2,378 $575K
Grantvest Financial Group LLC 0.40% Reduce -21.1% 2,368 $573K
Carrera Capital Advisors 0.10% Reduce -74.5% 2,362 $572K
Cypress Capital Group 0.07% Add +18.9% 2,359 $571K
Whalerock Point Partners, LLC 0.12% Reduce -6.7% 2,356 $570K
Genus Capital Management Inc. 0.07% New 2,354 $570K
RoundAngle Advisors LLC 0.44% Reduce -9.3% 2,353 $569K
Northstar Financial Companies, Inc. 0.52% Reduce -0.1% 2,332 $564K
SOL Capital Management CO 0.05% Reduce -5.1% 2,317 $561K
Retirement Investment Advisors, Inc. 0.05% No change 2,318 $561K
Heritage Investment Group, Inc. 0.09% Add +0.1% 2,313 $560K
Baldwin Investment Management, LLC 0.06% No change 2,312 $559K
Inscription Capital, LLC 0.06% New 2,310 $559K
Bellevue Group AG 0.01% No change 2,300 $557K
Kassira Wealth Management LLC 0.54% — 2,297 $556K
Midland Wealth Advisors, LLC 0.03% Reduce -21.0% 2,294 $555K
Cherry Tree Wealth Management, LLC 0.12% No change 2,276 $551K
SeaBridge Investment Advisors LLC 0.09% Reduce -2.9% 2,272 $550K
McCarthy & Cox 0.13% Reduce -4.9% 2,271 $549K
Measured Risk Portfolios, Inc. 0.59% Add +4.8% 2,262 $547K
Elm Partners Management LLC 0.03% New 2,258 $546K
Bar Harbor Wealth Management 0.03% No change 2,256 $546K
Stone Summit Wealth LLC 0.15% Reduce -1.1% 2,251 $545K
Hoxton Planning & Management, LLC 0.18% Reduce -8.1% 2,251 $545K
Crown Wealth Group, LLC 0.16% New 2,232 $540K
Moment Partners, LLC 0.10% Reduce -8.8% 2,230 $540K
Addison Capital Co 0.16% Reduce -21.3% 2,214 $536K
Welch Group, LLC 0.02% Add +9.7% 2,210 $535K
Penney Financial, LLC 0.24% No change 2,203 $533K
Chesley Taft & Associates LLC 0.02% No change 2,199 $532K
Kondo Wealth Advisors, Inc. 0.21% Reduce -0.1% 2,198 $532K
Madison Wealth Partners, Inc 0.10% Add +3.0% 2,186 $529K
Quartz Partners, LLC 0.19% New 2,185 $529K
Saiph Capital, LLC 0.19% Add +2.7% 2,183 $528K
Sapient Capital LLC 0.01% Add +2.9% 2,186 $528K
Mascoma Wealth Management LLC 0.12% No change 2,167 $524K
Sovran Advisors, LLC 0.05% Add +8.6% 2,141 $524K
ORG Partners LLC 0.10% Reduce -0.1% 2,163 $523K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -30.0% 2,157 $522K
Commonwealth Financial Services, LLC 0.09% Reduce -31.3% 2,151 $520K
James J. Burns & Company, LLC 0.08% Reduce -7.1% 2,145 $519K
Cortland Associates Inc. 0.06% Add +127.3% 2,143 $519K
Stegner Investment Associates Inc. 0.28% Add +12.4% 2,141 $518K
Pinion Investment Advisors, LLC 0.14% Add +1.5% 2,076 $518K
Concord Wealth Partners 0.07% Reduce -4.3% 2,139 $518K
Palo Alto Wealth Advisors, LLC 0.15% Add +0.3% 2,119 $518K
Journey Advisory Group, LLC 0.04% Add +88.0% 2,136 $517K
Long Path Partners LP 0.19% New 2,135 $517K
Mainstay Capital Management LLC 0.05% Reduce -49.4% 2,127 $515K
RFP Financial Group LLC 0.21% Reduce -0.0% 2,320 $514K
Genesis Private Wealth, LLC 0.22% New 2,116 $512K
Summit Investment Advisory Services, LLC 0.20% Add +1.2% 2,114 $511K
Signal Advisors Wealth, LLC 0.05% Add +100.5% 2,111 $511K
Trillium Asset Management, LLC 0.01% No change 2,106 $510K
Gables Capital Management Inc. 0.22% Add +4.0% 2,103 $509K
Valtrion Capital Management, LLC 0.55% No change 2,097 $507K
Tran Capital Management, L.P. 0.06% Reduce -0.1% 2,090 $506K
KRS Capital Management, LLC 0.31% Reduce -0.9% 2,088 $505K
Bienville Capital Management, LLC 0.10% Reduce -46.8% 2,084 $504K
Sax Wealth Advisors, LLC 0.03% Reduce -5.2% 2,081 $504K
South Plains Financial, Inc. 0.31% No change 2,070 $501K
Yukon Wealth Management, Inc. 0.16% Add +0.2% 2,065 $500K
Boyum Wealth Architects LLC 0.31% New 2,065 $500K
LexAurum Advisors, LLC 0.07% No change 2,058 $498K
Clifford Swan Investment Counsel LLC 0.02% Add +0.3% 2,057 $498K
Uptick Partners, LLC 0.13% Reduce -4.2% 2,056 $497K
Tributary Capital Management, LLC 0.04% New 2,050 $496K
ABLE Financial Group, LLC 0.11% Reduce -0.3% 2,049 $496K
Kaizen Financial Strategies 0.22% Reduce -25.9% 2,061 $495K
Verity Asset Management, Inc. 0.16% New 2,046 $495K
Arvest Investments, Inc. 0.07% Reduce -13.6% 2,046 $495K
Rollins Financial Advisors, LLC 0.07% Reduce -1.2% 2,045 $495K
Stelac Advisory Services LLC 0.17% Add +26.5% 2,043 $494K
Tennessee Valley Asset Management Partners 0.07% New 2,039 $493K
Argus Investors' Counsel, Inc. 0.39% No change 2,038 $493K
Costello Asset Management, INC 0.17% Reduce -4.2% 2,036 $493K
Wescott Financial Advisory Group, LLC 0.04% Reduce -9.3% 2,036 $493K
Fourpath Capital Management, LLC 0.07% No change 2,031 $491K
Up Strategic Wealth Investment Advisors LLC 0.37% No change 1,960 $491K
Vista Investment Management 0.17% No change 2,026 $490K
Cypress Financial Planning LLC 0.15% Reduce -4.7% 2,017 $488K
Howland Capital Management LLC 0.02% Add +25.5% 2,016 $488K
BCS Private Wealth Management, Inc. 0.17% Reduce -1.7% 2,016 $488K
Madden Advisory Services, Inc. 0.20% Reduce -8.9% 2,015 $488K
Park Edge Advisors, LLC 0.11% Add +5.5% 2,013 $487K
Keb Asset Management, LLC 0.11% No change 2,011 $487K
Gemmer Asset Management LLC 0.04% Add +31.0% 2,010 $486K
Capital Asset Advisory Services LLC 0.02% Add +2.0% 2,010 $486K
Phillips Financial Management, LLC 0.03% Add +1233.3% 2,000 $484K
Chancellor Financial Group WB LP 0.34% Reduce -4.0% 1,990 $482K
Mayfair Advisory Group, LLC 0.21% No change 1,990 $482K
Fiduciary Group, LLC 0.04% Add +13.7% 1,990 $481K
Summit Wealth Group, LLC 0.12% Reduce -6.4% 1,989 $481K
Samalin Investment Counsel, LLC 0.17% Reduce -10.5% 1,988 $481K
Princeton Global Asset Management LLC 0.08% Add +0.1% 1,980 $479K
Hummer Financial Advisory Services Inc 0.35% No change 1,975 $478K
RiverFront Investment Group, LLC 0.01% Add +5.7% 1,969 $476K
Cynosure Group, LLC 0.05% Add +0.1% 1,966 $476K
Roehl & Yi Investment Advisors, LLC 0.21% No change 25,249 $473K
Independent Advisor Alliance 0.01% Add +18.1% 1,951 $472K
Cahaba Wealth Management, Inc. 0.03% Add +5.3% 1,945 $471K
Pandora Wealth, Inc. 0.28% No change 1,942 $470K
Triad Wealth Partners, LLC 0.06% Add +28.5% 1,937 $469K
United Advisor Group, LLC 0.06% Add +27.2% 1,936 $469K
Magnus Financial Group LLC 0.04% Add +0.1% 1,933 $468K
Amplius Wealth Advisors, LLC 0.04% Reduce -15.5% 1,923 $465K
Cambria Investment Management, L.P. 0.03% New 1,912 $463K
Register Financial Advisors LLC 0.18% Reduce -3.0% 1,906 $461K
Redmont Wealth Advisors LLC 0.64% Reduce -9.4% 1,903 $460K
Warner Financial, Inc. 0.17% Reduce -2.1% 1,901 $460K
Pier 88 Investment Partners LLC 0.51% New 1,900 $460K
Colonial Trust Co / SC 0.06% No change 1,897 $459K
Market Street Wealth Management Advisors LLC 0.07% Reduce -4.3% 1,892 $458K
Argyle Capital Partners, LLC 0.33% Reduce -0.3% 1,892 $458K
Significant Wealth Partners LLC 0.22% Reduce -11.6% 1,881 $455K
Roundview Capital LLC 0.03% Add +8.3% 1,880 $455K
RPS Advisory Solutions LLC 0.22% Add +0.3% 1,880 $455K
TCI Wealth Advisors, Inc. 0.03% Reduce -2.1% 1,879 $455K
Geneva Partners, LLC 0.17% Add +0.1% 1,878 $454K
Quent Capital, LLC 0.04% Add +4.5% 1,878 $454K
Chilton Investment Co. Inc. 0.01% New 1,875 $454K
Grandfield & Dodd, LLC 0.03% No change 1,871 $453K
Goelzer Investment Management, Inc. 0.02% No change 1,863 $451K
D. Scott Neal, Inc. 0.21% No change 1,860 $450K
Little House Capital LLC 0.10% No change 1,858 $449K
Founders Financial Securities LLC 0.03% Reduce -36.9% 1,857 $449K
LM Advisors LLC 0.06% Reduce -13.1% 1,853 $448K
Trust Co. of Oklahoma 0.13% No change 1,850 $448K
Brass Tax Wealth Management, Inc. 0.07% Reduce -6.7% 1,840 $445K
Purkiss Capital Advisors LLC 0.21% New 1,838 $445K
Beese Fulmer Investment Management, Inc. 0.03% Reduce -26.3% 1,835 $444K
49 Wealth Management, LLC 0.04% Add +15.2% 1,834 $444K
Beacon Capital Management, LLC 0.06% Reduce -0.8% 1,833 $444K
Pallas Capital Advisors LLC 0.02% Add +0.1% 1,825 $442K
Parsons Capital Management Inc. 0.03% Reduce -18.0% 1,822 $441K
Seneca House Advisors 0.18% New 1,819 $440K
Kelman-Lazarov, Inc. 0.07% No change 1,815 $439K
Trust Co. of Vermont 0.02% Reduce -2.7% 1,812 $438K
Brown Financial Advisory 0.23% No change 1,811 $438K
Abacus Wealth Partners, LLC 0.06% Add +2.0% 1,811 $438K
West Paces Advisors Inc. 0.09% Add +0.7% 1,806 $437K
Coastal Bridge Advisors, LLC 0.03% Reduce -1.1% 1,804 $436K
Heritage Financial Services, LLC 0.04% Add +0.9% 1,802 $436K
Collar Capital Management, LLC 0.31% No change 1,801 $436K
Northeast Investment Management 0.02% No change 1,790 $433K
Tradewinds, LLC. 0.11% New 1,785 $432K
Sharkey, Howes & Javer 0.06% Reduce -5.2% 1,783 $431K
Foster Dykema Cabot & Partners, LLC 0.03% Add +1.1% 1,783 $431K
Collaborative Wealth Managment Inc. 0.17% Reduce -2.9% 1,771 $428K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +73.0% 1,770 $428K
GHP Investment Advisors, Inc. 0.02% Reduce -2.4% 1,768 $428K
Rockwood Wealth Management, LLC 0.03% Add +8.5% 1,765 $427K
Pitcairn Co. 0.03% Reduce -10.5% 1,762 $426K
Encompass Wealth Advisors, LLC 0.15% No change 1,761 $426K
City National Bank of Florida 0.28% No change 1,760 $426K
Conservest Capital Advisors, Inc. 0.04% Add +0.2% 1,760 $426K
Flagstone Financial Management 0.11% No change 1,758 $425K
QTR Family Wealth, LLC 0.20% Reduce -19.1% 1,755 $425K
Red Door Wealth Management, LLC 0.04% Reduce -45.5% 1,752 $424K
Wealthstar Advisors, LLC 0.17% Add +3.9% 1,746 $423K
Plotkin Financial Advisors, LLC 0.21% Reduce -16.1% 1,746 $422K
Northwest Financial Advisors 0.54% Reduce -6.0% 1,742 $422K
Mirador Capital Partners LP 0.06% Reduce -21.8% 1,737 $420K
Professional Advisory Services Inc. 0.05% No change 1,735 $420K
ELCO Management Co., LLC 0.22% New 1,730 $419K
TPG Financial Advisors, LLC 0.16% No change 1,730 $419K
True Vision MN LLC 0.22% Add +0.1% 1,728 $418K
Zullo Investment Group, Inc. 0.15% Reduce -1.4% 1,727 $418K
Financial Life Planners 0.28% Add +5.6% 1,727 $418K
Smartleaf Asset Management LLC 0.03% Add +24.2% 1,729 $418K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Add +24.1% 1,718 $416K
St. Clair Advisors, LLC 0.11% Add +1.6% 1,718 $416K
Worth Asset Management, LLC 0.19% Add +45.5% 1,717 $415K
Advocate Group LLC 0.07% No change 1,716 $415K
Detalus Advisors, LLC 0.11% Reduce -4.7% 1,715 $415K
Pacific Financial Group Inc. 0.31% Reduce -2.5% 1,714 $415K
Octavia Wealth Advisors, LLC 0.04% Reduce -8.2% 1,712 $414K
Latitude Advisors, LLC 0.19% Reduce -1.3% 1,710 $414K
Smallwood Wealth Investment Management, LLC 0.21% No change 1,703 $412K
Atlas Private Wealth Advisors 0.10% Reduce -54.3% 1,700 $411K
Ellevest, Inc. 0.06% No change 1,696 $410K
Krilogy Financial LLC 0.02% Reduce -94.1% 1,675 $410K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,694 $410K
Plan A Wealth LLC 0.21% Reduce -4.3% 1,683 $407K
Midwest Financial Group LLC 0.19% Add +2.3% 1,678 $406K
Xcel Wealth Management, LLC 0.11% Add +4.0% 1,671 $404K
Pflug Koory, LLC 0.19% No change 1,665 $403K
S.A. Mason LLC 0.18% No change 1,660 $402K
Bank of Hawaii 0.02% Add +1.5% 1,660 $402K
Sage Financial Group Inc. 0.03% Reduce -2.0% 1,654 $400K
Inlet Private Wealth, LLC 0.09% Add +5.1% 1,649 $399K
Quadrant Private Wealth Management, LLC 0.07% No change 1,648 $399K
North Capital, Inc. 0.31% Add +0.1% 1,647 $399K
Sterling Capital Management LLC 0.01% Reduce -3.1% 1,646 $398K
Flower City Capital 0.21% Reduce -0.1% 1,644 $398K
Afg Fiduciary Services Limited Partnership 0.23% No change 1,639 $397K
Vickerman Investment Advisors, Inc. 0.08% Reduce -3.4% 1,641 $397K
LMCG Investments, LLC 0.02% Reduce -1.6% 1,641 $397K
Retirement Income Solutions, Inc. 0.07% No change 1,639 $397K
D.B. Root & Company, LLC 0.10% Reduce -5.6% 1,637 $396K
First American Trust, FSB 0.03% New 1,632 $395K
Vise Technologies, Inc. 0.01% Reduce -39.0% 1,631 $395K
Westover Capital Advisors, LLC 0.07% No change 1,629 $394K
Truepoint, Inc. 0.01% Reduce -1.4% 1,629 $394K
Meritage Portfolio Management 0.03% Add +1.4% 1,622 $392K
Investmark Advisory Group LLC 0.17% Add +0.1% 1,620 $392K
Klingenstein Fields & Co. LP 0.01% New 1,619 $392K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,616 $391K
Tenon Financial LLC 0.20% No change 1,614 $391K
Harrington Investments, INC 0.19% No change 1,610 $390K
Nicollet Investment Management, Inc. 0.13% No change 1,599 $387K
Freedom Investment Management, Inc. 0.10% Reduce -61.9% 1,594 $386K
Leigh Baldwin & Co., LLC 0.22% Reduce -11.1% 1,594 $386K
Fairview Capital Investment Management, LLC 0.02% No change 1,593 $385K
Annex Advisory Services, LLC 0.01% Add +11.8% 1,587 $384K
180 Wealth Advisors, LLC 0.05% Reduce -6.4% 1,586 $384K
Nichols & Pratt Advisers LLP 0.02% Add +5.5% 1,585 $384K
Eagle Global Advisors LLC 0.01% No change 1,585 $384K
Apollon Financial, LLC 0.06% New 1,583 $383K
Friedenthal Financial 0.20% Reduce -1.3% 1,581 $383K
West Michigan Advisors, LLC 0.09% New 1,581 $383K
KilterHowling LLC 0.21% Add +0.3% 1,580 $382K
Prosperity Planning, Inc. 0.14% No change 1,575 $381K
Bank Hapoalim BM 0.05% Reduce -17.0% 1,574 $381K
BOS Asset Management, LLC 0.11% No change 1,574 $381K
Penn Capital Management Company, LLC 0.03% Reduce -65.8% 1,570 $380K
Peoples Bank 0.38% Reduce -13.9% 1,569 $380K
V. M. Manning & Co., Inc. 0.35% No change 1,611 $379K
Capital Advisors Inc. 0.01% Add +24.8% 1,561 $378K
Eclectic Associates Inc. 0.07% Add +1.3% 1,554 $376K
Wealthcare Capital Partners, LLC 0.17% Add +10.4% 1,553 $376K
Acute Investment Advisory, LLC 3.15% Reduce -19.9% 1,551 $375K
McElhenny Sheffield Capital Management, LLC 0.09% Add +53.3% 1,548 $375K
Florida Financial Advisors, LLC 0.12% Add +62.3% 1,547 $374K
Staley Capital Advisers Inc. 0.02% No change 1,541 $373K
Insight Wealth Strategies, LLC 0.04% Add +0.3% 1,540 $373K
InvesTrust 0.14% No change 1,538 $372K
Rovin Capital /Ut/ 0.10% Add +1.6% 1,536 $372K
Lake Street Private Wealth, LLC 0.05% Add +12.4% 1,527 $369K
Stokes Family Office, LLC 0.04% Add +1.4% 1,523 $369K
Legacy Capital Wealth Partners, LLC 0.08% Add +0.2% 1,522 $368K
Cim Investment Management Inc. 0.10% Reduce -2.8% 1,522 $368K
Howe & Rusling Inc. 0.03% Reduce -0.6% 1,519 $368K
Successful Portfolios LLC 0.21% Reduce -1.6% 1,519 $368K
High Net Worth Advisory Group LLC 0.09% Reduce -0.3% 1,518 $367K
Genesis Wealth Advisors, LLC 0.26% No change 1,511 $366K
Grant Street Asset Management, Inc. 0.08% Add +0.1% 1,510 $365K
Spirepoint Private Client, LLC 0.04% No change 1,505 $364K
Breakwater Investment Management 0.13% No change 1,504 $364K
Black Swift Group, LLC 0.06% Reduce -65.5% 1,500 $363K
Pasadena Private Wealth, LLC 0.05% Reduce -11.8% 1,500 $363K
Marshall Financial Group, LLC 0.07% No change 1,499 $363K
Gutierrez Wealth Advisory, LLC 0.23% Add +0.2% 1,497 $362K
McCollum Christoferson Group LLC 0.10% Add +2.8% 1,495 $362K
BNC Wealth Management, LLC 0.09% Reduce -29.3% 1,488 $360K
Rinkey Investments 0.10% No change 1,486 $360K
Denver PWM, LLC 0.11% No change 1,661 $358K
Birchbrook, Inc. 0.19% Reduce -7.8% 1,480 $358K
Byrne Asset Management LLC 0.26% New 1,475 $357K
JBR Co Financial Management Inc 0.15% Add +19.0% 1,474 $357K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Add +0.1% 1,472 $356K
G2 Capital Management, LLC / Oh 0.09% No change 1,469 $355K
Dunhill Financial, LLC 0.12% Add +0.1% 1,469 $355K
McDonald Partners LLC 0.11% Reduce -70.8% 1,467 $355K
Interchange Capital Partners, LLC 0.07% No change 1,467 $355K
Private Client Services, LLC 0.12% Add +1.6% 1,461 $354K
Charles Schwab Trust Co 0.02% Reduce -4.9% 1,460 $353K
Gateway Wealth Partners, LLC 0.05% Add +35.8% 1,456 $352K
Newman Dignan & Sheerar, Inc. 0.08% No change 1,453 $352K
Ledyard National Bank 0.03% Reduce -9.4% 1,450 $351K
Fortis Capital Advisors, LLC 0.06% Add +18.6% 1,449 $351K
Pure Portfolios Holdings LLC 0.11% Reduce -0.7% 1,437 $348K
Elevation Wealth Partners, LLC 0.13% No change 1,435 $347K
Omega Financial Group, LLC 0.12% Reduce -1.2% 1,434 $347K
Austin Wealth Management, LLC 0.05% No change 1,425 $347K
MBA Advisors LLC 0.15% No change 1,432 $346K
Entrewealth, LLC 0.18% No change 1,425 $345K
Trueblood Wealth Management, LLC 0.13% Add +0.2% 1,419 $343K
Asio Capital, LLC 0.05% No change 1,418 $343K
Flagship Wealth Advisors, LLC 0.11% Add +13.5% 1,415 $342K
First Hawaiian Bank 0.04% No change 1,415 $342K
Ssa Swiss Advisors AG 0.16% No change 1,410 $341K
WealthBridge Investment Counsel Inc. 0.10% Add +2.2% 1,407 $340K
Valley Forge Investment Consultants Inc. Adv 0.10% Reduce -26.3% 1,405 $340K
Fayez Sarofim & Co 0.00% No change 1,403 $339K
Maia Wealth LLC 0.06% Reduce -1.2% 1,391 $339K
Wolff Wiese Magana LLC 0.19% Add +0.7% 1,399 $339K
Castle Wealth Management LLC 0.11% Add +0.1% 1,396 $338K
ArchPoint Investors 0.09% New 1,390 $336K
Smart Portfolios, LLC 0.32% Add +3.7% 1,388 $336K
Seelaus Asset Management LLC 0.27% No change 1,386 $335K
Tassel Capital Management, Inc. 0.21% Reduce -22.4% 1,385 $335K
Piscataqua Savings Bank 0.26% Add +87.3% 1,373 $332K
Daner Wealth Management, LLC 0.22% Reduce -0.4% 1,363 $332K
KW Wealth Management LLC 0.57% — 1,370 $332K
Lockerman Financial Group, Inc. 0.42% No change 1,369 $331K
Investor's Fiduciary Advisor Network, LLC 0.11% Reduce -0.6% 1,372 $331K
United Community Bank 0.10% Reduce -35.6% 1,365 $330K
CCG Wealth Management, LLC 0.15% Reduce -14.4% 1,357 $328K
Blankinship & Foster, LLC 0.07% No change 1,355 $328K
Running Point Capital Advisors, LLC 0.09% Add +0.1% 1,354 $328K
Acorn Wealth Advisors, LLC 0.10% Add +2.3% 1,350 $327K
Adirondack Trust Co. 0.11% Reduce -0.1% 1,347 $326K
Benchmark Investment Advisors LLC 0.19% — 1,344 $325K
Kessler Investment Group, LLC 0.14% Reduce -4.3% 1,343 $325K
Objectivity Squared, LLC 0.19% Add +0.3% 1,339 $324K
BCGM Wealth Management, LLC 0.08% Add +0.1% 1,337 $324K
SP Asset Management LLC 0.03% Add +0.3% 1,337 $323K
FLC Capital Advisors 0.06% No change 1,335 $323K
Innova Wealth Partners 0.17% Reduce -7.3% 1,335 $323K
Bay Capital Advisors, LLC 0.21% Reduce -15.8% 1,329 $322K
Wedgewood Investors Inc. 0.35% No change 1,324 $320K
Schroder Investment Management Group 0.00% Add +3.9% 1,322 $320K
Financial Harvest, LLC 0.21% Add +37.7% 1,319 $319K
Flynn Zito Capital Management, LLC 0.12% Reduce -5.6% 1,315 $318K
Allred Capital Management, LLC 0.11% No change 1,314 $318K
Carter Financial Group, INC. 0.19% No change 1,313 $318K
Community Bank of Raymore 0.22% No change 1,309 $317K
Buckhead Capital Management LLC 0.12% Reduce -1.1% 1,309 $317K
Burney Co./ 0.01% Reduce -1.9% 1,307 $316K
River Street Advisors LLC 0.12% No change 1,305 $316K
Gerber, LLC 0.20% No change 1,301 $315K
Burford Brothers, Inc. 0.13% Add +5.9% 1,301 $315K
Meridian Management Co. 0.08% No change 1,300 $315K
Park Capital Management, LLC / WI 0.25% No change 1,294 $313K
Cypress Wealth Services, LLC 0.05% Reduce -74.9% 1,294 $313K
Romano Brothers and Company 0.04% No change 1,293 $313K
Elk River Wealth Management LLC 0.05% Add +7.4% 1,291 $312K
Warner Group LLC 0.21% — 1,285 $311K
KFA Private Wealth Group, LLC 0.09% No change 1,283 $311K
Concorde Asset Management, LLC 0.13% — 1,280 $310K
Israel Discount Bank of New York 0.92% Reduce -7.5% 1,281 $310K
Stablepoint Partners, LLC 0.05% Reduce -5.8% 1,275 $308K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 1,238 $308K
Front Street Capital Management, Inc. 0.05% New 1,273 $308K
Frisch Financial Group, Inc. 0.07% Add +0.8% 1,269 $307K
Mine & Arao Wealth Creation & Management, LLC. 0.12% Reduce -1.7% 1,267 $306K
Lincoln Capital LLC 0.06% No change 1,246 $306K
CV Advisors LLC 0.08% New 1,265 $306K
Aviance Capital Partners, LLC 0.04% New 1,265 $306K
Zuckerman Investment Group, LLC 0.03% Add +1.1% 1,265 $306K
DiNuzzo Private Wealth, Inc. 0.03% No change 1,301 $306K
Werba Rubin Papier Wealth Management 0.05% Add +0.2% 1,260 $305K
Wallace Advisory Group, LLC 0.25% Reduce -2.5% 1,413 $305K
JGP Wealth Management, LLC 0.03% Reduce -0.7% 1,248 $305K
Pps&v Asset Management Consultants, Inc. 0.17% No change 1,250 $302K
Quarry Hill Advisors, LLC 0.15% Add +7.2% 1,243 $301K
Kennicott Capital Management LLC 0.14% Reduce -5.3% 1,242 $301K
Birmingham Capital Management Co. Inc. 0.14% No change 1,240 $300K
Accelerate Investment Advisors LLC 0.20% Reduce -2.5% 1,238 $299K
SK Wealth Management, LLC 0.11% Reduce -8.3% 1,221 $299K
ARS Wealth Advisors Group, LLC 0.03% No change 1,233 $298K
Sage Capital Management, LLC 0.13% Reduce -1.8% 1,231 $298K
Hayek Kallen Investment Management 0.09% Add +114.6% 2,800 $298K
Canvas Wealth Advisors, LLC 0.05% Add +0.1% 1,212 $298K
Greenfield Savings Bank 0.13% No change 1,228 $297K
ZEGA Investments, LLC 0.07% Add +2.9% 1,228 $297K
Van Strum & Towne Inc. 0.09% No change 1,225 $296K
M. Kulyk & Associates, LLC 0.06% No change 1,225 $296K
FC Advisory LLC 0.09% Add +0.1% 1,224 $296K
Interactive Financial Advisors, Inc. 0.16% Reduce -9.1% 1,223 $296K
Noble Wealth Management PBC 0.16% — 1,218 $295K
Cliffwater LLC 0.06% No change 1,213 $293K
Cascade Investment Group, Inc. 0.19% Reduce -5.2% 1,210 $293K
Axis Wealth Partners, LLC 0.17% Add +5.5% 1,205 $292K
Wolfstich Capital, LLC 0.59% No change 1,203 $291K
Mindset Wealth Management, LLC 0.08% Reduce -0.5% 1,201 $291K
City State Bank 0.08% No change 1,200 $290K
Atlantic Edge Private Wealth Management, LLC 0.07% Add +2.6% 1,200 $290K
Bath Savings Trust Co 0.03% Reduce -11.8% 1,200 $290K
Monte Financial Group, LLC 0.11% New 1,199 $290K
CFM Wealth Partners LLC 0.04% No change 1,199 $290K
YANKCOM Partnership 0.13% No change 1,199 $290K
Bank Ozk 0.10% Add +7.5% 1,198 $290K
Turtle Creek Wealth Advisors, LLC 0.03% New 1,192 $288K
Helium Advisors LLC 0.24% Reduce -1.0% 1,191 $288K
First Interstate Bank 0.02% Reduce -69.4% 1,185 $287K
Beacon Bank & Trust 0.06% No change 1,182 $286K
Duncker Streett & Co. Inc. 0.05% Add +12.9% 1,181 $286K
CNB Bank 0.12% No change 1,179 $285K
Engineers Gate Manager LP 0.00% Reduce -84.8% 1,179 $285K
Mason Investment Advisory Services, Inc. 0.01% New 1,171 $283K
Guidance Point Advisors, LLC 0.07% Reduce -21.1% 1,169 $283K
Macroview Investment Management LLC 0.21% Reduce -0.7% 1,165 $282K
CPC Advisors, LLC 0.03% No change 1,164 $282K
Roffman Miller Associates Inc. 0.02% Add +3.2% 1,163 $281K
Voisard Asset Management Group, Inc. 0.07% No change 1,161 $281K
Finivi Inc. 0.18% Reduce -0.5% 1,157 $280K
Gill Capital Partners, LLC 0.09% Reduce -2.1% 1,154 $279K
Alpha Omega Wealth Management LLC 0.05% No change 1,150 $278K
First Trust Advisors LP 0.00% New 1,145 $277K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,145 $277K
Northern Financial Advisors Inc 0.15% Add +4.1% 1,144 $277K
Tanglewood Legacy Advisors, LLC 0.11% New 1,142 $276K
One Day In July LLC 0.02% Add +5.5% 1,142 $276K
TruNorth Capital Management, LLC 0.05% No change 1,141 $276K
Destination Wealth Management 0.01% Add +12.2% 1,139 $276K
Siligmueller & Norvid Wealth Advisors LLC 0.12% New 1,138 $275K
Clear Harbor Asset Management, LLC 0.02% Reduce -88.1% 1,137 $275K
Persium Advisors, LLC 0.21% Add +0.3% 1,133 $274K
Baron Silver Stevens Financial Advisors, LLC 0.04% Add +0.9% 1,133 $274K
Straight Path Wealth Management 0.08% No change 1,130 $273K
Forum Private Client Group LLC 0.10% Reduce -3.6% 1,128 $273K
Northeast Planning Associates, Inc. / NH / 0.23% No change 1,127 $273K
American Trust 0.02% Reduce -20.6% 1,123 $272K
Wealthcare Capital Management LLC 0.03% Reduce -2.4% 1,122 $271K
KWB Wealth 0.03% No change 1,258 $271K
Rainier Family Wealth Inc. 0.24% No change 1,120 $271K
Vertex Planning Partners, LLC 0.05% Add +0.1% 1,118 $271K
Main Street Financial Solutions, LLC 0.02% Reduce -0.8% 1,118 $270K
Wealthspire Retirement, LLC 0.02% Reduce -0.1% 1,117 $270K
Access Financial Services, Inc. 0.10% New 1,114 $270K
Glassman Wealth Services 0.04% Reduce -2.5% 1,113 $269K
Griffin Asset Management, Inc. 0.03% New 1,109 $268K
Chapin Davis, Inc. 0.07% Reduce -31.5% 1,105 $267K
Stonebridge Financial Group, LLC 0.02% No change 1,105 $267K
Prosperity Financial Group, Inc. 0.10% No change 1,104 $267K
Mountain Hill Investment Partners Corp. 0.23% Reduce -8.3% 1,104 $267K
Armstrong Advisory Group, Inc. 0.02% Add +0.1% 1,104 $267K
Peterson Wealth Management 0.18% Add +0.3% 1,102 $267K
Maridea Wealth Management LLC 0.04% New 1,073 $266K
SLT Holdings LLC 0.18% New 1,100 $266K
Waterloo Capital, L.P. 0.02% Reduce -37.8% 1,099 $266K
Global Wealth Management Investment Advisory, Inc. 0.04% New 1,096 $265K
Retirement Wealth Solutions LLC 0.17% Reduce -1.0% 1,093 $265K
Beaumont Financial Advisors, LLC 0.02% Add +0.1% 1,091 $264K
PDS Planning, Inc 0.02% No change 1,088 $263K
Continuum Wealth Advisors, LLC 0.11% No change 1,078 $261K
Traynor Capital Management, Inc. 0.01% Add +5.0% 1,077 $261K
Everett Harris & Co. 0.00% No change 1,074 $260K
Washington Trust Bank 0.02% No change 1,073 $260K
EWG Elevate Inc. 0.08% No change 1,068 $258K
Wealth Group Ltd 0.06% No change 1,064 $257K
Nestegg Advisors, Inc. 0.23% Reduce -10.7% 1,062 $257K
McIlrath & Eck, LLC 0.03% Add +0.2% 1,062 $257K
GoalVest Advisory LLC 0.05% No change 1,061 $257K
Cabot Wealth Management Inc. 0.03% No change 1,058 $256K
Pathway Financial Advisors LLC 0.03% Add +0.7% 1,053 $255K
Flywheel Private Wealth LLC 0.20% Reduce -1.5% 1,051 $254K
Palacios Wealth Management, LLC 0.17% Reduce -13.4% 1,051 $254K
Main Street Group, LTD 0.08% Reduce -10.8% 1,051 $254K
Guild Investment Management, Inc. 0.20% New 1,050 $254K
Capital Insight Partners, LLC 0.04% No change 1,050 $254K
Global Assets Advisory, LLC 0.08% Reduce -8.7% 1,048 $254K
Connable Office Inc. 0.02% New 1,044 $253K
Lauterbach Financial Advisors, LLC 0.13% No change 1,038 $251K
Ariadne Wealth Management, LP 0.11% No change 1,059 $251K
Pictet North America Advisors SA 0.02% No change 1,036 $251K
Shakespeare Wealth Management, LLC 0.06% New 1,036 $251K
Manuka Financial, LLC 0.16% Add +0.1% 1,034 $250K
Banque Transatlantique SA 0.01% Reduce -9.9% 1,033 $250K
Austin Private Wealth, LLC 0.02% Reduce -1.0% 1,031 $249K
Armor Investment Advisors, LLC 0.08% Reduce -2.7% 1,025 $248K
International Private Wealth Advisors LLC 0.16% New 1,022 $247K
Focused Wealth Management, Inc 0.03% New 1,020 $247K
FSA Wealth Management LLC 0.09% Reduce -0.3% 1,014 $245K
Unified Investment Management 0.24% No change 1,014 $245K
Peoples Bank 0.15% Reduce -4.7% 1,012 $245K
Sara-Bay Financial 0.07% New 1,011 $245K
Mullaney, Keating & Wright, Inc. 0.14% New 1,010 $244K
Safeguard Investment Advisory Group, LLC 0.06% Reduce -10.5% 1,008 $244K
Elevatus Welath Management 0.07% New 1,008 $244K
Retirement Planning Co of New England, Inc. 0.10% Reduce -21.2% 1,003 $243K
Wellington Shields Capital Management, LLC 0.04% Add +17.6% 1,003 $243K
Warren Street Wealth Advisors, LLC 0.07% Add +0.5% 1,002 $242K
J. Goldman & Co LP 0.01% Reduce -89.1% 1,002 $242K
PBMares Wealth Management LLC 0.04% No change 1,001 $242K
Tenret Co LLC 0.13% No change 1,000 $242K
1776 Wealth LLC 0.09% No change 1,000 $242K
Wealth Management Partners, LLC 0.08% No change 993 $240K
Ring Mountain Capital, LLC 0.13% Reduce -2.6% 990 $240K
GW Henssler & Associates Ltd. 0.01% No change 991 $240K
Jag Capital Management, LLC 0.03% Add +2.5% 991 $240K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -55.8% 990 $240K
Bogart Wealth, LLC 0.01% Reduce -30.1% 987 $239K
Comprehensive Money Management Services LLC 0.17% No change 985 $238K
Monarch Capital Management Inc. 0.06% Add +3.1% 984 $238K
CFO4Life Group, LLC 0.03% Reduce -25.3% 982 $238K
Garrett Wealth Advisory Group, LLC 0.05% Add +4.4% 981 $237K
Fairman Group, LLC 0.19% Reduce -12.6% 981 $237K
Koss-Olinger Consulting, LLC 0.02% Reduce -22.9% 1,097 $237K
Arcataur Capital Management LLC 0.07% No change 978 $237K
Alteri Wealth LLC 0.08% Add +2.0% 977 $236K
Jamison Private Wealth Management, Inc. 0.03% No change 973 $236K
Patten Group, Inc. 0.05% New 973 $235K
Requisite Capital Management, LLC 0.04% No change 973 $235K
Core Wealth Partners LLC 0.11% Reduce -50.4% 969 $235K
SJS Investment Consulting Inc. 0.03% Reduce -8.1% 969 $234K
Strategic Financial Services, Inc. 0.01% Reduce -10.2% 969 $234K
Macquarie Group Ltd. 0.00% Reduce -26.8% 969 $234K
Taylor & Morgan Wealth Management, LLC 0.14% Add +0.1% 965 $234K
Journey Strategic Wealth LLC 0.01% Reduce -81.4% 965 $234K
SwitchPoint Financial Planning, LLC 0.17% Add +1.6% 964 $233K
Marathon Strategic Advisors, LLC 0.19% Reduce -0.7% 963 $233K
JB Capital LLC 0.01% Reduce -7.8% 963 $233K
J. L. Bainbridge & Co., Inc. 0.02% Reduce -5.5% 961 $233K
Fiduciary Wealth Partners, LLC 0.10% Add +80.8% 958 $232K
Landmark Wealth Management, LLC 0.09% Reduce -2.0% 957 $231K
GeoWealth Management, LLC 0.01% Reduce -9.1% 956 $231K
Tobias Financial Advisors, Inc. 0.04% New 954 $231K
PFG Private Wealth Management, LLC 0.10% New 953 $230K
Integrity Wealth Solutions LLC 0.10% Reduce -1.9% 953 $230K
Shilanski & Associates, Inc. 0.06% No change 951 $230K
Luminvest Wealth Management LLC 0.07% No change 924 $230K
Cushing Capital Partners, LLC 0.18% No change 950 $230K
Visionary Horizons, LLC 0.13% Add +0.2% 949 $230K
Bright Futures Wealth Management, LLC. 0.18% — 942 $228K
CVA Family Office, LLC 0.03% Add +0.1% 936 $227K
Landing Point Financial Group, LLC 0.12% Add +0.2% 936 $226K
Independent Solutions Wealth Management, LLC 0.04% New 933 $226K
MRP Capital Investments, LLC 0.19% Reduce -69.0% 1,045 $226K
Reliant Wealth Planning 0.07% New 929 $225K
Gordian Advisors LLC 0.15% No change 927 $224K
Liberty Capital Management, Inc. 0.04% No change 927 $224K
Bell Bank 0.01% Reduce -29.9% 926 $224K
Boreal Capital Management LLC 0.21% No change 925 $224K
Compass Planning Associates Inc 0.21% Add +0.3% 925 $224K
DF Dent & Co. Inc. 0.00% New 923 $223K
Main Management LLC 0.02% No change 921 $223K
Cura Wealth Advisors, LLC 0.09% New 921 $223K
Highline Wealth Partners LLC 0.06% Add +186.3% 919 $222K
L. Roy Papp & Associates, LLP 0.02% New 917 $222K
Sterling Investment Advisors, Ltd. 0.04% New 916 $222K
Second Line Capital, LLC 0.05% New 914 $221K
TCP Asset Management, LLC 0.04% Reduce -5.4% 913 $221K
Sheets Smith Investment Management 0.14% New 912 $221K
Black Diamond Financial, LLC 0.02% New 911 $220K
Asset Management Group, Inc. 0.04% New 910 $220K
Albion Financial Group 0.01% No change 908 $220K
Edgemoor Investment Advisors, Inc. 0.02% New 905 $219K
Ables, Iannone, Moore & Associates, Inc. 0.13% New 904 $219K
Cora Capital Advisors LLC 0.09% New 904 $219K
Wealth Advisors of Tampa Bay, LLC 0.07% Reduce -23.1% 901 $218K
Roble, Belko & Company, Inc 0.03% Reduce -1.4% 900 $218K
Anchor Investment Management, LLC 0.02% No change 900 $218K
Ahl Investment Management, Inc. 0.15% New 900 $218K
Embree Financial Group 0.03% Reduce -31.9% 887 $215K
W Advisors, LLC 0.11% New 886 $214K
Sandhill Capital Partners LLC 0.01% New 877 $212K
Alliance Wealth Advisors, LLC 0.11% New 876 $212K
Crumly & Associates Inc. 0.05% New 875 $212K
B.O.S.S. Retirement Advisors, LLC 0.05% Reduce -35.8% 874 $212K
Team Hewins, LLC 0.07% New 873 $211K
Optas, LLC 0.04% New 873 $211K
Myecfo, LLC 0.10% New 869 $210K
Hanson & Doremus Investment Management 0.03% No change 869 $210K
Front Row Advisors LLC 0.07% No change 867 $210K
Schnieders Capital Management, Llc. 0.03% — 867 $210K
Rydar Equities, Inc. 0.17% New 863 $209K
Sunbeam Capital Management, LLC 0.13% New 865 $209K
Capital Investment Counsel, Inc 0.03% No change 865 $209K
Guardian Wealth Advisors, LLC / NC 0.01% Add +50.9% 863 $209K
Mason & Associates, LLC 0.05% No change 959 $207K
Mogy Joel R Investment Counsel Inc. 0.01% No change 855 $207K
Mayport, LLC 0.04% New 854 $207K
Grant Private Wealth Management Inc 0.13% New 852 $206K
Kennedy Investment Group, Inc. 0.08% New 851 $206K
Pettinga Financial Advisors LLC 0.04% Reduce -32.0% 850 $206K
KPP Advisory Services LLC 0.03% Reduce -10.2% 850 $206K
Fishman Jay A Ltd. 0.02% New 850 $206K
Stonegate Investment Group, LLC 0.00% New 850 $206K
Checchi Capital Advisers, LLC 0.01% New 849 $205K
Meadow Creek Wealth Advisors LLC 0.14% New 838 $205K
Burns Matteson Capital Management, LLC 0.09% No change 843 $204K
PACK Private Wealth, LLC 0.10% New 842 $204K
Condor Capital Management 0.02% New 842 $204K
Towne Trust Company, N.A 0.07% No change 839 $203K
Infrastructure Capital Advisors, LLC 0.04% Reduce -87.6% 824 $203K
Patrick M Sweeney & Associates, Inc. 0.13% New 838 $203K
Ascentis Independent Advisors 0.03% Reduce -11.8% 836 $202K
Cassia Capital Partners, LLC 0.11% Reduce -19.3% 835 $202K
Kendall Capital Management 0.05% New 833 $202K
Arq Wealth Advisors, LLC 0.06% Reduce -66.2% 830 $201K
Nelson Capital Management, LLC 0.02% New 830 $201K
Colton Groome Financial Advisors, LLC 0.06% New 828 $200K
Creative Capital Management Investments LLC 0.06% No change 806 $195K
Financial Connections Group, Inc. 0.08% No change 807 $195K
ESL Trust Services, LLC 0.04% No change 805 $195K
First Command Advisory Services, Inc. 0.00% Add +2662.1% 801 $194K
Avalon Trust Co 0.01% Reduce -23.8% 800 $194K
LFA - Lugano Financial Advisors SA 0.10% Reduce -13.4% 795 $192K
Financial Gravity Asset Management, Inc. 0.04% — 776 $188K
Rosenberg Matthew Hamilton 0.04% Reduce -8.0% 764 $185K
Rice Partnership, LLC 0.03% Reduce -2.3% 758 $183K
Steigerwald, Gordon & Koch Inc. 0.02% New 752 $182K
Versant Capital Management, Inc 0.02% Reduce -22.1% 736 $178K
Cetera Trust Company, N.A 0.10% Reduce -24.9% 735 $178K
High Note Wealth, LLC 0.04% Reduce -0.6% 727 $176K
Allianz SE 0.00% No change 709 $172K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -11.6% 706 $171K
Windsor Advisory Group, LLC 0.15% Add +0.1% 704 $170K
Marshall & Sterling Wealth Advisors Inc. 0.11% No change 700 $169K
Picton Mahoney Asset Management 0.00% Add +27.3% 700 $169K
Dynamic Wealth Strategies, LLC 0.11% Reduce -0.7% 695 $168K
Premier Financial Group 0.04% No change 695 $167K
Horizons Wealth Management 0.11% Reduce -3.5% 687 $166K
Atlantic Private Wealth, LLC 0.11% No change 686 $166K
GPS Wealth Strategies Group, LLC 0.02% Add +4.5% 672 $163K
Mendota Financial Group, LLC 0.12% New 667 $161K
Crowley Wealth Management, Inc. 0.13% Add +8.1% 665 $161K
Financial Management Professionals, Inc. 0.02% No change 652 $158K
Ameriflex Group, Inc. 0.06% Add +8.1% 642 $155K
Asset Dedication, LLC 0.01% Add +31.1% 637 $154K
Creative Financial Designs Inc. 0.01% Add +3.9% 636 $154K
Roxbury Financial LLC 0.14% No change 636 $154K
Vermillion Wealth Management, Inc. 0.04% Reduce -6.1% 631 $153K
Caldwell Sutter Capital, Inc. 0.07% Reduce -0.9% 630 $152K
Aberdeen Wealth Management LLC 0.10% No change 630 $152K
Sound Income Strategies, LLC 0.01% Reduce -2.7% 621 $152K
Physician Wealth Advisors, Inc. 0.02% Add +0.3% 620 $150K
Citizens National Bank Trust Department 0.03% No change 600 $145K
Family Legacy Financial Solutions, LLC 0.11% Reduce -1.5% 588 $142K
DB Fitzpatrick & Co, Inc 0.13% No change 579 $140K
Avion Wealth 0.03% No change 579 $140K
Collier Financial 0.10% — 577 $140K
Ballast, Inc. 0.03% New 567 $137K
HHM Wealth Advisors, LLC 0.02% Add +1.3% 565 $137K
Darwin Wealth Management, LLC 0.04% Reduce -2.1% 558 $135K
WPG Advisers, LLC 0.10% No change 558 $135K
Private Wealth Management Group, LLC 0.04% No change 546 $132K
Greykasell Wealth Strategies, Inc. 0.06% No change 544 $132K
Pacifica Partners Inc. 0.05% Reduce -5.2% 542 $131K
Pillar Financial Advisors, LLC 0.08% No change 543 $131K
Robinswood Financial LLC 0.04% Reduce -49.6% 536 $130K
Harris Associates (Oakmark Funds) 0.00% Reduce -31.9% 533 $129K
Frazier Financial Advisors, LLC 0.08% Add +0.6% 528 $128K
Trust Co 0.01% No change 528 $128K
Founders Financial Alliance, LLC 0.02% Add +36.9% 516 $125K
Resources Management Corp. /CT/ 0.02% Reduce -0.6% 511 $124K
Hantz Financial Services, Inc. 0.00% Reduce -6.5% 514 $124K
West Financial Advisors, LLC 0.02% Reduce -2.1% 510 $123K
Integrity Financial Corp 0.06% Reduce -1.2% 507 $123K
Winch Advisory Services, LLC 0.03% Add +0.2% 503 $122K
Balentine LLC 0.00% Add +65.3% 501 $121K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 500 $121K
Clean Yield Group 0.03% No change 500 $121K
Wealth Preservation Advisors, LLC 0.07% No change 497 $120K
MJT & Associates Financial Advisory Group, Inc. 0.10% Reduce -0.2% 493 $119K
CoreFirst Bank & Trust 0.06% No change 488 $118K
Guerra Advisors Inc 0.04% New 486 $118K
Consultiva Wealth Management, Corp. 0.33% No change 484 $117K
Oakworth Capital, Inc. 0.01% Add +3.4% 481 $116K
Fourth Dimension Wealth, LLC 0.04% Reduce -6.7% 475 $115K
Morling Financial Advisors, LLC 0.04% Reduce -13.2% 475 $115K
Compagnie Lombard Odier SCmA 0.00% Reduce -41.9% 475 $115K
Seneschal Advisors, LLC 0.08% New 464 $112K
First Pacific Financial 0.02% Reduce -7.9% 453 $110K
AllSquare Wealth Management LLC 0.06% No change 453 $110K
Lowe Wealth Advisors, LLC 0.04% No change 449 $109K
Motco 0.01% No change 437 $106K
Icon Wealth Advisors, LLC 0.01% New 428 $104K
Bollard Group LLC 0.00% No change 423 $102K
Murphy & Mullick Capital Management Corp 0.08% Add +22.1% 414 $101K
MTM Investment Management, LLC 0.03% No change 409 $99K
Oak Harvest Investment Services 0.01% New 1,000 $98K
Glass Jacobson Investment Advisors llc 0.04% No change 404 $98K
Corundum Trust Company, INC 0.21% New 403 $98K
TD Capital Management LLC 0.01% Reduce -5.7% 400 $97K
Westside Investment Management, Inc. 0.02% No change 400 $97K
Skylands Capital, LLC 0.01% No change 400 $97K
First United Bank & Trust 0.03% Reduce -13.2% 395 $96K
Clearstead Trust, LLC 0.02% Reduce -10.3% 394 $95K
Cary Street Partners Investment Advisory LLC 0.04% No change 389 $94K
Hurley Capital, LLC 0.05% No change 380 $92K
JTC Employer Solutions Trustee Ltd 0.01% No change 375 $91K
Binnacle Investments Inc 0.05% No change 375 $91K
Wellington Shields & Co., LLC 0.02% No change 371 $90K
EPG Wealth Management LLC 0.02% Add +0.3% 361 $87K
Kozak & Associates, Inc. 0.02% Add +26.7% 375 $87K
one8zero8, LLC 0.02% Add +118.2% 360 $87K
Contravisory Investment Management, Inc. 0.02% Reduce -1.7% 352 $85K
Ceeto Capital Group, LLC 0.02% No change 352 $85K
Pacific Center for Financial Services 0.02% No change 351 $85K
PFS Partners, LLC 0.04% Add +13.3% 340 $82K
WealthCollab, LLC 0.04% No change 337 $82K
Kings Path Partners LLC 0.03% No change 330 $80K
Newton One Investments LLC 0.02% Add +0.3% 328 $79K
Advanced Asset Management Advisors Inc 0.02% Reduce -1.5% 326 $79K
Hamilton Point Investment Advisors, LLC 0.01% No change 323 $78K
Hazlett, Burt & Watson, Inc. 0.03% Reduce -26.7% 324 $78K
Capital Advisors, Ltd. LLC 0.01% No change 317 $77K
Rakuten Securities, Inc. 0.03% Reduce -82.0% 317 $77K
Stone House Investment Management, LLC 0.01% No change 307 $74K
Minot DeBlois Advisors LLC 0.07% Add +29.0% 307 $74K
Richardson Capital Management LLC 0.03% Add +235.2% 295 $71K
Abound Wealth Management 0.02% Reduce -10.7% 285 $69K
Vermillion & White Wealth Management Group, LLC 0.04% No change 284 $69K
Rossby Financial, LCC 0.02% No change 282 $68K
Luminist Capital LLC 0.06% Add +45.3% 279 $68K
Hoese & Co LLP 0.05% No change 275 $67K
CGC Financial Services, LLC 0.02% No change 270 $65K
Riverview Trust Co 0.08% No change 269 $65K
SYM FINANCIAL Corp 0.01% No change 266 $64K
Hartford Financial Management Inc. 0.02% No change 258 $62K
Thompson Investment Management, Inc. 0.01% New 255 $62K
TOWER TRUST & INVESTMENT Co 0.04% No change 250 $60K
Cornerstone National Bank & Trust Co 0.02% No change 246 $60K
ROSS\JOHNSON & Associates LLC 1.11% Add +0.4% 244 $59K
Creekmur Asset Management LLC 0.01% Reduce -0.8% 242 $59K
VSM Wealth Advisory, LLC 0.02% No change 235 $57K
Comprehensive Financial Planning, Inc. 0.04% No change 234 $57K
MeadowBrook Investment Advisors LLC 0.05% No change 234 $57K
Hemington Wealth Management 0.01% No change 226 $54K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -24.7% 220 $53K
Eukles Asset Management 0.02% No change 220 $53K
Northwest Capital Management Inc 0.06% Reduce -76.2% 219 $53K
Barrett & Company, Inc. 0.02% No change 216 $52K
Park Place Capital Corp 0.01% Reduce -71.2% 216 $52K
American Capital Advisory, LLC 0.02% Reduce -7.4% 213 $52K
United Financial Planning Group LLC 0.03% — 213 $52K
IMG Wealth Management, Inc. 0.03% Add +1.4% 211 $51K
Arlington Trust Co LLC 0.01% No change 211 $51K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 209 $51K
Mill Capital Management, LLC 0.00% Reduce -2.8% 209 $51K
Weaver Capital Management LLC 0.01% No change 205 $50K
Your Advocates Ltd., LLP 0.02% Add +79.0% 204 $49K
Tradewinds Capital Management, LLC 0.01% No change 201 $49K
Y.D. More Investments Ltd 0.00% No change 200 $48K
First Community Trust NA 0.04% No change 198 $48K
Arjuna Capital 0.01% No change 195 $47K
Advantage Trust Co 0.02% No change 194 $47K
Washington Trust Advisors, Inc. 0.00% No change 192 $46K
Burkett Financial Services, LLC 0.02% Add +0.5% 188 $45K
Painted Porch Advisors LLC 0.02% Reduce -4.6% 185 $45K
Punch & Associates Investment Management, Inc. 0.00% Add +32.1% 185 $45K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 181 $44K
Legacies Wealth LLC 0.03% No change 177 $43K
Delta Asset Management LLC 0.00% No change 175 $42K
JPL Wealth Management, LLC 0.01% New 174 $42K
Hager Investment Management Services, LLC 0.02% No change 171 $41K
1 North Wealth Services LLC 0.02% No change 170 $41K
Peachtree Investment Partners, LLC 0.01% Add +0.6% 167 $40K
Caitlin John, LLC 0.03% New 165 $40K
Godsey & Gibb, Inc. 0.00% Reduce -6.3% 165 $40K
Ameliora Wealth Management Ltd. 0.01% No change 160 $39K
Bellevue Asset Management, LLC 0.02% No change 156 $38K
Strategic Investment Solutions, Inc. 0.01% New 200 $36K
Navigoe, LLC 0.02% No change 150 $36K
GGM Financial LLC 0.02% New 145 $35K
Financial Network Wealth Advisors LLC 0.04% No change 143 $35K
Providence Capital Advisors, LLC 0.01% Reduce -34.3% 136 $33K
Global Wealth Strategies & Associates 0.01% No change 136 $33K
Clear Investment Research, LLC 0.04% Add +4.7% 135 $33K
Conquis Financial LLC 0.03% No change 135 $33K
FWL Investment Management, LLC 0.01% Add +340.0% 132 $32K
Kathleen S. Wright Associates Inc. 0.01% No change 131 $32K
Templeton & Phillips Capital Management, LLC 0.02% No change 126 $30K
Decker Retirement Planning Inc. 0.02% Reduce -99.6% 126 $30K
Abich Financial Wealth Management LLC 0.01% — 124 $30K
Perritt Capital Management Inc 0.01% Add +34.1% 122 $30K
Quest 10 Wealth Builders, Inc. 0.03% No change 122 $30K
Quaker Wealth Management, LLC 0.01% No change 120 $29K
Raffa Wealth Management, LLC 0.01% No change 120 $29K
Granite FO LLC 0.02% No change 117 $28K
Measured Wealth Private Client Group, LLC 0.01% New 114 $28K
West Branch Capital LLC 0.01% No change 109 $26K
Investment Counsel Co. of Nevada 0.05% New 108 $26K
Insight Inv LLC 0.02% Reduce -21.7% 108 $26K
IFS Advisors, LLC 0.01% No change 105 $25K
Colony Family Offices, LLC 0.01% No change 104 $25K
Beacon Capital Management, Inc. 0.00% Reduce -37.2% 103 $25K
Kennebec Savings Bank 0.02% No change 100 $24K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $24K
Cordant, Inc. 0.01% No change 100 $24K
Cardinal Strategic Wealth Guidance 0.01% Reduce -14.5% 100 $24K
Ramirez Asset Management, Inc. 0.00% No change 100 $24K
KERR FINANCIAL PLANNING Corp 0.03% — 102 $24K
Beaird Harris Wealth Management, LLC 0.00% Add +76.4% 97 $23K
Ascentis Wealth Management, LLC 0.01% Add +313.0% 95 $23K
Covenant Partners, LLC 0.01% No change 89 $22K
Cloud Capital Management, LLC 0.01% New 90 $20K
Clayton Financial Group LLC 0.01% New 77 $19K
GS Investments, Inc. 0.01% No change 75 $18K
Prudent Man Investment Management, Inc. 0.01% No change 82 $18K
Centerpoint Advisors, LLC 0.01% Reduce -48.6% 74 $18K
SIMA Wealth Partners, LLC 0.01% Reduce -8.6% 74 $18K
Evergreen Private Wealth LLC 0.01% No change 74 $18K
Exchange Traded Concepts, LLC 0.00% Reduce -94.8% 73 $18K
Curio Wealth, LLC 0.01% No change 72 $17K
SRH Advisors, LLC 0.00% No change 70 $17K
Winnacle Wealth LLC 0.01% New 68 $16K
Tidemark, LLC 0.00% No change 63 $15K
TFC Financial Management, Inc. 0.00% No change 61 $15K
Barnes Dennig Private Wealth Management LLC 0.02% Add +154.2% 61 $15K
Stuart Chaussee & Associates, Inc. 0.00% No change 60 $15K
RMG Wealth Management LLC 0.00% No change 57 $14K
Provident Wealth Management, LLC 0.00% No change 57 $14K
Holos Integrated Wealth LLC 0.01% No change 56 $13K
Cornerstone Planning Group LLC 0.00% No change 50 $12K
Anfield Capital Management, LLC 0.00% No change 51 $12K
Vision Financial Markets LLC 0.01% No change 51 $12K
WFA of San Diego, LLC 0.01% No change 50 $12K
Chilton Capital Management LLC 0.00% No change 50 $12K
Ulland Investment Advisors, LLC 0.01% No change 50 $12K
Family Manage LLC 0.00% No change 49 $12K
Pineridge Advisors LLC 0.00% Reduce -76.3% 45 $11K
Chung Wu Investment Group, LLC 0.01% No change 40 $10K
Signature Resources Capital Management, LLC 0.01% Reduce -21.6% 40 $10K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Reduce -99.0% 40 $10K
DecisionPoint Financial, LLC 0.00% No change 39 $9K
Pinney & Scofield, Inc. 0.01% No change 38 $9K
Elevate Wealth Advisory, Inc. 0.01% New 37 $9K
Graney & King, LLC 0.01% Add +13.3% 34 $8K
Accredited Wealth Management, LLC 0.01% Add +1866.7% 590 $7K
Elequin Capital, LP 0.00% No change 30 $7K
Chelsea Counsel Co. 0.00% No change 29 $7K
Financial Freedom, LLC 0.00% No change 29 $7K
Quarry LP 0.00% New 28 $7K
Truvestments Capital LLC 0.00% Reduce -72.0% 28 $7K
Aventura Private Wealth, LLC 0.00% No change 26 $6K
Grey Fox Wealth Advisors, LLC 0.00% New 25 $6K
Sawyer & Company, Inc 0.00% No change 30 $6K
Team Financial Group, LLC 0.00% No change 24 $6K
Cheviot Value Management, LLC 0.00% No change 22 $5K
Valued Wealth Advisors LLC 0.00% No change 22 $5K
New England Capital Financial Advisors LLC 0.00% No change 20 $5K
Wiser Advisor Group LLC 0.01% New 20 $5K
Kilter Group LLC 0.00% No change 15 $4K
Coston, McIsaac & Partners 0.00% No change 13 $3K
Global Trust Asset Management, LLC 0.00% No change 11 $3K
Solstein Capital, LLC 0.00% No change 11 $3K
Western Pacific Wealth Management, LP 0.00% No change 10 $2K
Proathlete Wealth Management LLC 0.00% Reduce -94.3% 8 $2K
Fairscale Capital, LLC 0.00% No change 7 $2K
Tripletail Wealth Management, LLC 0.00% New 6 $1K
Kentucky Trust Co 0.00% No change 6 $1K
Logan Capital Management Inc. 0.00% No change 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% Reduce -50.0% 2 $1K
Spurstone Advisory Services, LLC 0.01% Reduce -99.7% 3 $725
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 2 $484
New Millennium Group LLC 0.00% New 1 $242

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