iShares Russell 2000 ETFIWMETF

13F holders, Q4 2025 (December 31)
2,605holders +169
191new positions
137sold out
11famous investors
$245.89avg. 13F price*

At the end of Q4 2025, 2,605 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, up 169 from Q3 2025. 191 opened new positions and 137 sold out. The largest holders were Bank of America Corp. ($10.8B), Morgan Stanley ($4.2B) and Goldman Sachs Group Inc. ($3.6B). 11 famous investors held it, including Paul Tudor Jones (0.9% of Tudor Investment Corporation's portfolio), Jeff Smith (0.6% of Starboard Value's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions191$946.0M
Exits137$1.3B

All 13F filers, Q3 2025 → Q4 2025: 33,337,771 shares bought and 21,900,588 shares sold, net +11,437,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,605 holders

Bank of America Corp. 0.78% Add +18.7% 43,751,735 $10.8B
Morgan Stanley 0.25% Reduce -5.7% 17,121,140 $4.2B
Goldman Sachs Group Inc. 0.52% Reduce -2.1% 14,743,036 $3.6B
Wells Fargo & Company 0.59% Reduce -7.8% 12,130,909 $3.0B
BlackRock, Inc. 0.04% Add +12.8% 10,337,139 $2.5B
Empower Advisory Group, LLC 5.63% Reduce -1.7% 8,470,296 $2.1B
Royal Bank of Canada 0.34% Add +4.5% 7,937,465 $2.0B
LPL Financial LLC 0.50% Add +1.1% 7,446,977 $1.8B
Rafferty Asset Management, LLC 4.23% Reduce -24.0% 4,978,732 $1.2B
BNP Paribas Financial Markets 0.78% Add +11.1% 4,961,585 $1.2B
Healthcare of Ontario Pension Plan Trust Fund 2.07% Reduce -12.1% 4,929,000 $1.2B
UBS Group AG 0.24% Add +24.2% 4,824,892 $1.2B
Northern Trust Corp. 0.13% Add +3.2% 4,252,572 $1.0B
HRT Financial LP 3.20% Add +112.9% 4,119,165 $1.0B
JPMorgan Chase & Co. 0.07% Reduce -47.1% 4,093,286 $1.0B
Susquehanna International Group, LLP 1.32% Add +0.7% 3,896,398 $959.1M
Bank of Montreal 0.38% Reduce -25.2% 3,722,571 $916.3M
Barclays PLC 0.35% Add +28.0% 3,533,449 $869.8M
Citigroup Inc. 0.54% Add +26.5% 3,181,135 $783.1M
PNC Financial Services Group, Inc. 0.40% Reduce -0.0% 2,990,278 $736.1M
Canada Pension Plan Investment Board 0.46% No change 2,781,000 $684.6M
US Bancorp \de 0.67% Reduce -11.3% 2,309,585 $568.5M
M&T Bank Corp 1.76% Reduce -1.1% 2,229,744 $548.9M
FMR LLC 0.03% Add +0.8% 2,192,832 $539.8M
Envestnet Asset Management Inc. 0.15% Add +3.2% 2,029,846 $499.7M
Treasurer of the State of North Carolina 1.60% Add +0.3% 2,028,363 $499.3M
Jane Street Group, LLC 0.57% Add +1411.8% 1,921,255 $472.9M
Bank of New York Mellon Corp 0.08% Reduce -0.1% 1,900,457 $467.8M
Raymond James Financial Inc. 0.14% Reduce -2.0% 1,886,225 $464.3M
Cibc World Market Inc. 0.82% Add +36.4% 1,869,465 $460.2M
Jefferies Financial Group Inc. 3.57% Add +18.6% 1,726,891 $425.1M
Cetera Investment Advisers 0.46% Add +3.1% 1,724,480 $424.5M
Jump Financial, LLC 5.52% Add +296.8% 1,655,028 $407.4M
IMC-Chicago, LLC 6.86% Add +344.2% 1,585,486 $390.3M
Millburn Ridgefield LLC 8.40% Reduce -5.0% 1,431,749 $352.4M
Catalyst Capital Advisors LLC 7.24% Reduce -5.0% 1,431,749 $352.4M
Ameriprise Financial Inc. 0.08% Reduce -3.0% 1,374,268 $338.3M
Truist Financial Corp. 0.41% Reduce -7.6% 1,259,829 $310.1M
Allianz Asset Management GmbH 0.33% Add +3310.3% 1,173,150 $288.8M
Mirae Asset Securities (usa) Inc. 10.58% Add +69.9% 1,086,531 $267.5M
Pinnacle Financial Partners, Inc. 1.97% — 1,059,246 $260.8M
Jones Financial Companies LLLP 0.16% Add +2.1% 1,039,000 $255.8M
Brown Advisory Inc. 0.35% Add +13.4% 1,018,260 $250.7M
Citadel Advisors 0.16% Add +101.7% 968,004 $238.3M
Wellington Management Group LLP 0.04% Reduce -21.0% 933,099 $229.7M
Alliancebernstein L.P. 0.07% Reduce -2.5% 898,493 $221.2M
AMG National Trust Bank 4.77% Reduce -0.7% 822,617 $202.5M
Pathstone Holdings, LLC 0.77% Reduce -10.8% 804,850 $198.4M
Keybank National Association 0.70% Reduce -0.8% 792,488 $195.1M
Rockefeller Capital Management L.P. 0.32% Reduce -0.8% 711,278 $175.1M
LBMC Investment Advisors, LLC 10.82% Add +0.7% 709,274 $174.6M
CIBC Private Wealth Group LLC 0.29% Add +7.7% 689,771 $169.8M
Mariner, LLC 0.20% Add +2.5% 673,232 $165.7M
Stifel Financial Corp. 0.15% Add +8.6% 663,433 $163.3M
AIA Group Ltd 2.44% New 662,310 $163.0M
D. E. Shaw & Co. 0.13% Add +176.4% 658,359 $162.1M
Valiant Capital Management, L.P. 13.60% Add +55.4% 657,301 $161.8M
Northwestern Mutual Wealth Management Co. 0.10% Add +4.5% 636,481 $156.7M
Parallax Volatility Advisers, L.P. 5.39% New 625,766 $154.0M
Tudor Investment Corporation 0.87% Add +456.8% 622,090 $153.1M
Franklin Resources Inc. 0.04% Reduce -11.0% 611,098 $150.4M
Creative Planning 0.11% Add +6.5% 605,575 $149.1M
Optiver Holding B.V. 2.68% Add +54.8% 605,499 $149.0M
Millennium Management 0.11% Reduce -31.7% 596,431 $146.8M
Focus Partners Wealth 0.17% Add +47.3% 594,390 $146.1M
Fifth Third Bancorp 0.46% Reduce -4.6% 592,289 $145.8M
Corient Private Wealth LP 0.20% Add +7.8% 591,174 $145.6M
HighTower Advisors, LLC 0.16% Reduce -2.7% 590,250 $145.3M
Baird Financial Group, Inc. 0.23% Reduce -2.4% 587,244 $144.6M
Kayne Anderson Rudnick Investment Management LLC 0.39% Add +846.8% 584,126 $143.8M
Tiaa Trust, National Association 0.33% Reduce -4.3% 564,725 $139.0M
Sand Hill Global Advisors, LLC 4.84% Reduce -3.4% 562,884 $138.6M
Blair William & Co. 0.37% Add +11.6% 558,738 $137.5M
HSBC Holdings PLC 0.08% Add +28.7% 549,740 $135.7M
Osaic Holdings, Inc. 0.19% Reduce -0.1% 539,419 $132.9M
Cerity Partners LLC 0.19% Add +2.0% 535,711 $131.9M
Commonwealth Equity Services, LLC 0.17% Reduce -8.9% 520,588 $128.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.88% Add +28.0% 513,755 $126.8M
MAI Capital Management 0.70% Add +2.3% 495,097 $121.9M
Broadwood Capital Inc. 7.07% No change 474,920 $116.9M
Mercer Global Advisors Inc. 0.18% Add +17.7% 474,279 $116.2M
Glenmede Trust Co. NA 0.54% — 466,138 $114.7M
Commerce Bank 0.62% Reduce -1.6% 452,553 $111.4M
Cresset Asset Management, LLC 0.46% Add +4.8% 434,935 $107.1M
Stairway Partners, LLC 5.30% Add +27.2% 416,172 $102.4M
State of New Jersey Common Pension Fund D 0.36% No change 402,418 $99.1M
Citizens Financial Group Inc. 1.29% Add +1.2% 391,062 $96.3M
Halbert Hargrove Global Advisors, LLC 4.34% Add +0.6% 368,657 $90.7M
Money Concepts Capital Corp. 5.01% Add +3781.4% 362,910 $89.3M
Bessemer Group Inc. 0.13% Add +19.1% 357,032 $87.9M
Captrust Financial Advisors 0.16% Add +3.8% 331,937 $81.7M
Accredited Investors Inc. 4.32% Add +8.8% 330,146 $81.3M
Comerica Bank 0.32% Add +8.2% 320,683 $78.9M
Balyasny Asset Management L.P. 0.15% Reduce -31.2% 319,832 $78.7M
WASHINGTON TRUST Co 2.53% Reduce -1.4% 315,052 $77.6M
National Philanthropic Trust 0.76% Add +18.0% 314,615 $77.4M
Ensign Peak Advisors, Inc 0.14% Reduce -18.9% 312,938 $77.0M
Walleye Trading LLC 1.23% Add +40.3% 309,417 $76.2M
Cambridge Investment Research Advisors, Inc. 0.20% Add +3.3% 302,938 $74.6M
Marshall Wace, LLP 0.07% Add +18.1% 301,844 $74.3M
Point72 Asset Management 0.12% New 298,955 $73.6M
Janney Montgomery Scott LLC 0.16% Reduce -0.8% 288,336 $71.0M
Whittier Trust Co. 0.76% Add +5.9% 273,881 $70.1M
Johnson Investment Counsel Inc. 0.57% Add +20.0% 282,631 $69.6M
Regions Financial Corp. 0.45% Add +2.3% 282,563 $69.6M
Arvest Bank Trust Division 3.77% Reduce -1.8% 282,506 $69.5M
Waverly Advisors, LLC 0.56% Add +50.3% 279,760 $68.9M
SG Americas Securities, LLC 0.09% Reduce -18.0% 272,076 $67.0M
Brookstone Capital Management 0.75% Reduce -0.5% 266,742 $65.7M
Parkside Investments, LLC 7.99% Reduce -2.8% 257,858 $63.5M
First Financial Bank - Trust Division 5.15% Reduce -10.7% 254,463 $62.6M
Angeles Investment Advisors, LLC 4.09% Add +11.0% 248,840 $61.3M
GLOBALT Investments LLC / GA 2.20% Reduce -0.2% 245,055 $60.3M
Badgley Phelps Wealth Managers, LLC 1.09% Add +551.2% 240,746 $59.3M
First Western Trust Bank 2.87% Reduce -1.4% 236,967 $58.3M
Deutsche Bank AG 0.02% Reduce -0.9% 236,289 $58.2M
Kestra Advisory Services, LLC 0.24% Reduce -13.3% 232,228 $57.2M
CSM Advisors, LLC 1.56% Add +5705.0% 232,200 $57.2M
FineMark National Bank & Trust 1.77% Reduce -0.6% 230,374 $56.7M
Moneta Group Investment Advisors LLC 0.43% Reduce -1.2% 229,293 $56.4M
Hudson Bay Capital Management LP 0.35% Add +403.7% 225,000 $55.4M
MML Investors Services, LLC 0.13% Add +16.4% 224,130 $55.2M
German American Bancorp, Inc. 4.56% Reduce -0.6% 217,470 $53.5M
Summit Trail Advisors, LLC 0.87% Add +38.2% 204,295 $50.3M
Flow Traders U.S. LLC 1.66% Add +772.6% 204,294 $50.3M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -0.1% 195,088 $50.0M
TCTC Holdings, LLC 1.46% Reduce -1.9% 198,982 $49.0M
Private Advisor Group, LLC 0.23% Reduce -3.2% 197,238 $48.6M
UMB Bank, n.a. 0.63% Add +6.0% 191,055 $47.0M
NorthRock Partners, LLC 0.79% Add +1250.8% 190,506 $46.9M
Walleye Capital LLC 0.29% Add +114.6% 189,819 $46.7M
IHT Wealth Management, LLC 1.13% Add +15.3% 189,048 $46.5M
Anderson Hoagland & Co. 3.99% Add +4.1% 188,623 $46.4M
Stock Yards Bank & Trust Co. 1.42% Add +3.0% 188,336 $46.4M
Itau Unibanco Holding S.A. 1.13% Add +141.8% 186,377 $45.9M
Peapack Gladstone Financial Corp. 0.58% Reduce -1.0% 185,805 $45.7M
Savant Capital, LLC 0.26% Reduce -1.6% 184,974 $45.5M
Capstone Investment Advisors, LLC 0.46% Add +37.5% 184,760 $45.5M
GTS Securities LLC 1.55% Add +197.8% 184,523 $45.4M
MetLife Investment Management, LLC 0.22% Add +106.3% 184,176 $45.3M
Toronto Dominion Bank 0.08% Add +119.1% 184,623 $45.3M
Neuberger Berman Group LLC 0.03% Add +9.2% 180,072 $44.3M
Alkeon Capital Management LLC 0.19% New 179,500 $44.2M
Lido Advisors, LLC 0.18% Add +8.5% 181,148 $44.2M
AQR Capital Management 0.02% Add +8.7% 178,129 $43.8M
CI Investments Inc. 0.19% Reduce -37.9% 174,700 $43.0M
A&I Financial Services, LLC 19.87% Add +0.1% 169,929 $41.8M
Newbrook Capital Advisors LP 5.21% New 168,653 $41.5M
Blackstone Inc. 0.18% No change 167,601 $41.3M
Sanctuary Advisors, LLC 0.22% Add +14.4% 165,986 $40.9M
Dakota Wealth Management 0.73% Add +0.3% 165,963 $40.9M
Greenwood Gearhart LLC 2.23% Add +0.7% 164,722 $40.5M
Modera Wealth Management, LLC 0.46% Reduce -2.9% 162,268 $39.9M
Prudential Financial Inc. 0.05% Reduce -9.0% 159,800 $39.6M
Natixis Advisors, LLC 0.06% Reduce -0.7% 159,027 $39.1M
GW&K Investment Management, LLC 0.33% Add +144.6% 155,860 $38.4M
Equitable Holdings, Inc. 0.26% Add +29.6% 154,489 $38.0M
Tower Research Capital LLC (TRC) 0.92% Add +107.2% 154,263 $38.0M
TSG Advice Partners, LLC 5.77% — 153,682 $37.8M
LMR Partners LLP 0.45% New 145,169 $35.7M
Paulson Wealth Management Inc. 8.09% Add +2.2% 142,345 $35.0M
Pittenger & Anderson Inc. 1.34% Reduce -0.2% 141,545 $34.8M
TD Asset Management Inc 0.03% Reduce -0.1% 141,532 $34.8M
Factory Mutual Insurance Co. 0.34% No change 137,580 $33.9M
Starboard Value 0.64% No change 137,000 $33.7M
DE Burlo Group Inc. 4.06% New 136,020 $33.5M
Titleist Asset Management, LLC 2.70% Add +1.9% 135,884 $33.4M
Summit Financial, LLC 0.48% Add +89.0% 133,688 $32.9M
All Terrain Financial Advisors, LLC 9.85% Add +4.0% 130,357 $32.1M
Sollinda Capital Management LLC 8.15% Add +485.3% 129,577 $31.9M
First Foundation Advisors 1.20% Add +7.9% 129,460 $31.9M
Whittier Trust Co. of Nevada Inc. 0.65% Reduce -10.5% 123,033 $31.5M
Brown Brothers Harriman & Co. 0.17% Add +399.7% 125,868 $31.0M
Allspring Global Investments Holdings, LLC 0.05% Reduce -28.1% 123,558 $30.7M
Stratos Wealth Partners, LTD. 0.35% Add +15.6% 124,426 $30.6M
Blueshift Asset Management, LLC 8.78% Add +61.0% 123,693 $30.4M
Boston Trust Walden Corp 0.23% Add +1187.9% 122,805 $30.2M
Metropolitan Life Insurance Co 9.06% No change 121,345 $29.9M
D.A. Davidson & Co. 0.18% Reduce -1.0% 119,715 $29.5M
Consolidated Investment Group LLC 3.52% No change 119,666 $29.5M
Venturi Wealth Management, LLC 1.30% Add +8.9% 119,364 $29.4M
Aptus Capital Advisors, LLC 0.25% Add +380.3% 117,814 $29.0M
Nantahala Capital Management, LLC 1.73% New 117,159 $28.8M
LJI Wealth Management, LLC 4.40% Add +6.4% 116,909 $28.8M
Oldfather Financial Services, LLC 8.52% Reduce -0.7% 116,244 $28.6M
Old National Bancorp 0.47% Reduce -0.8% 115,729 $28.5M
Diversify Advisory Services, LLC 0.89% Add +45.4% 105,860 $28.1M
Edge Wealth Management LLC 4.95% Reduce -1.1% 113,918 $28.0M
&partners 0.15% Add +9.5% 112,936 $28.0M
Waters Parkerson & Co., LLC 1.37% Add +0.0% 113,080 $27.8M
Concurrent Investment Advisors, LLC 0.32% Add +87.6% 112,616 $27.7M
NewEdge Advisors, LLC 0.10% Add +5.4% 112,429 $27.7M
Choreo, LLC 0.34% Add +0.9% 149,369 $26.5M
Stephens Inc. 0.33% Add +8.5% 107,259 $26.4M
NTV Asset Management LLC 2.74% Add +11.8% 105,012 $25.8M
First Commonwealth Financial Corp 4.25% Add +0.4% 104,564 $25.7M
First Horizon Corp. 1.14% Add +22.6% 103,237 $25.4M
Valeo Financial Advisors, LLC 0.56% Reduce -1.6% 101,945 $25.1M
Analyst IMS Investment Management Services Ltd. 0.72% Add +3.0% 100,305 $24.7M
Busey Bank 0.65% Reduce -1.2% 100,189 $24.7M
Callan Family Office, LLC 0.53% Add +84.3% 99,530 $24.5M
Royal Fund Management, LLC 2.24% Add +234.3% 98,936 $24.4M
Janney Capital Management LLC 1.52% Reduce -1.6% 98,278 $24.2M
Wealthspire Advisors, LLC 0.19% Reduce -50.8% 97,401 $24.0M
Riverbridge Partners LLC 0.45% Add +2631.2% 97,095 $23.9M
Friends of the Cornell Lab of Ornithology, Inc. 22.90% — 96,994 $23.9M
Durable Capital Partners LP 0.23% New 96,776 $23.8M
Envestnet Portfolio Solutions, Inc. 0.08% Reduce -0.5% 96,493 $23.8M
Hengehold Capital Management LLC 1.99% Add +4.1% 95,964 $23.6M
BIP Wealth, LLC 0.81% Reduce -3.8% 93,236 $23.0M
Clearstead Advisors, LLC 0.29% Reduce -1.2% 93,180 $22.9M
Oppenheimer Asset Management Inc. 0.28% Add +12.1% 91,490 $22.5M
1ST Source Bank 1.17% Reduce -9.1% 90,488 $22.3M
Tarbox Family Office, Inc. 3.57% Reduce -10.5% 90,196 $22.2M
Finley Financial, LLC 9.96% Reduce -0.2% 88,347 $21.7M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +214.3% 87,762 $21.6M
River Wealth Advisors LLC 2.38% Reduce -0.5% 86,270 $21.2M
Vestcor Inc 0.60% Add +79.0% 85,537 $21.1M
Cwm, LLC 0.06% Add +5.1% 85,030 $20.9M
Park Avenue Securities LLC 0.18% Reduce -1.9% 84,625 $20.8M
Calamos Advisors LLC 0.12% New 84,565 $20.8M
Prudential PLC 0.17% Add +26.4% 84,400 $20.8M
Mesirow Financial Investment Management, Inc. 0.43% Reduce -9.8% 84,358 $20.8M
Wilmington Savings Fund Society, FSB 0.49% Reduce -2.2% 84,161 $20.7M
Squarepoint Ops LLC 0.04% New 83,717 $20.6M
Anb Bank 8.11% Reduce -0.4% 83,077 $20.5M
Great Waters Wealth Management 2.25% Reduce -15.9% 82,977 $20.4M
Jacobi Capital Management LLC 1.16% Add +14.9% 81,519 $20.1M
Glenview Trust Co 0.31% Reduce -0.1% 81,413 $20.0M
Hillcrest Wealth Advisors - NY, LLC 8.58% Add +2.1% 80,987 $19.9M
Moore Capital Management, LP 0.42% Reduce -32.9% 79,896 $19.7M
Beacon Pointe Advisors, LLC 0.14% Add +8.8% 79,814 $19.6M
SteelPeak Wealth, LLC 0.64% Reduce -7.4% 79,550 $19.6M
J.W. Cole Advisors, Inc. 0.47% Add +11.9% 91,869 $19.5M
Brewster Financial Planning LLC 11.98% Reduce -0.5% 79,198 $19.5M
United Capital Financial Advisors, LLC 0.12% Add +28.1% 78,802 $19.4M
Coastline Trust Co 1.82% Add +60.2% 78,462 $19.3M
Guardian Wealth Advisors, LLC 10.88% Reduce -2.3% 78,359 $19.3M
Amarillo National Bank 3.38% Reduce -4.4% 78,285 $19.3M
McElhenny Sheffield Capital Management, LLC 4.61% Add +4869.2% 76,923 $18.9M
BTC Capital Management, Inc. 1.32% Reduce -0.8% 76,813 $18.9M
Impactive Capital LP 1.18% Reduce -87.6% 75,604 $18.6M
Salomon & Ludwin, LLC 1.61% Reduce -0.4% 71,990 $18.2M
Pinnacle Associates Ltd. 0.23% Add +0.8% 73,829 $18.2M
Baron Financial Group, LLC 9.73% Reduce -0.4% 73,743 $18.2M
Ausdal Financial Partners, Inc. 0.83% Add +56.0% 72,779 $17.9M
Farmers & Merchants Investments Inc. 0.49% Reduce -0.8% 72,416 $17.8M
Kanawha Capital Management LLC 1.23% Reduce -0.2% 72,236 $17.8M
Crewe Advisors LLC 1.56% Reduce -1.4% 71,464 $17.6M
Patton Fund Management, Inc. 2.35% Reduce -1.7% 71,072 $17.5M
Verdence Capital Advisors LLC 1.03% Add +8.3% 70,676 $17.4M
EP Wealth Advisors, LLC 0.09% — 70,452 $17.3M
Diversified Trust Co. 0.32% Reduce -2.2% 70,434 $17.3M
Litman Gregory Wealth Management LLC 1.27% Reduce -6.1% 70,345 $17.3M
LCM Capital Management Inc 8.28% Reduce -0.1% 69,585 $17.1M
TD Private Client Wealth LLC 0.36% Add +14.3% 68,651 $16.9M
Thrivent Financial for Lutherans 0.03% Add +8.7% 66,508 $16.5M
Global Retirement Partners, LLC 0.29% Add +27.8% 66,066 $16.3M
National Bank of Canada 0.02% Add +22.1% 65,557 $16.1M
TRUE Private Wealth Advisors 1.58% Reduce -2.4% 64,197 $15.8M
Stratos Wealth Advisors, LLC 0.76% Reduce -0.8% 63,741 $15.7M
Connors Investor Services Inc. 1.34% Reduce -10.5% 63,200 $15.6M
Dimension Capital Management LLC 2.17% Reduce -2.3% 62,974 $15.5M
Smith, Moore & Co. 1.17% Reduce -0.8% 62,921 $15.5M
LuminArx Capital Management LP 22.55% — 62,500 $15.4M
RTD Financial Advisors, Inc. 1.87% Reduce -2.7% 62,319 $15.3M
Fidelis Capital Partners, LLC 1.11% Add +3.8% 62,319 $15.3M
Steward Partners Investment Advisory, LLC 0.08% Add +9.6% 62,279 $15.3M
Earnest Partners LLC 0.07% Add +320.0% 62,084 $15.3M
Wesbanco Bank Inc. 0.42% Reduce -17.1% 62,049 $15.3M
Pinnacle Wealth Management Advisory Group, LLC 1.04% Reduce -0.6% 61,355 $15.1M
Mirabella Financial Services LLP 1.54% New 61,000 $15.0M
New Perspectives, Inc 5.15% Add +2.5% 60,354 $14.9M
Sigma Investment Counselors Inc. 0.75% Reduce -1.9% 60,285 $14.8M
Portland Global Advisors LLC 1.59% Reduce -3.6% 60,144 $14.8M
Central Bank & Trust Co. 2.28% Add +97.7% 59,850 $14.7M
State of Wisconsin Investment Board 0.03% Add +59.1% 59,300 $14.6M
Personal Cfo Solutions, LLC 2.31% Reduce -6.0% 59,141 $14.6M
Jasper Ridge Partners, L.P. 0.32% Reduce -18.7% 59,093 $14.5M
Westshore Wealth, LLC 4.78% Add +0.1% 58,540 $14.4M
IronBridge Private Wealth, LLC 4.55% No change 58,388 $14.4M
Symphony Financial, Ltd. Co. 1.93% Reduce -39.7% 57,905 $14.3M
Simmons Bank 0.95% Reduce -0.9% 57,935 $14.3M
Prospera Financial Services Inc 0.23% Add +12.8% 57,696 $14.2M
Canada Post Corp Registered Pension Plan 0.54% No change 57,711 $14.2M
Perigon Wealth Management, LLC 0.25% Add +0.8% 56,571 $13.9M
Allworth Financial LP 0.06% Reduce -4.7% 56,509 $13.9M
Bokf, NA 0.21% Add +14.4% 56,336 $13.9M
Silvercrest Asset Management Group LLC 0.09% Add +12.6% 56,036 $13.8M
Humankind Investments LLC 6.15% No change 55,660 $13.7M
Belvedere Trading LLC 2.52% Reduce -39.0% 55,237 $13.6M
Ameritas Investment Partners, Inc. 0.41% Reduce -3.5% 55,125 $13.6M
Segall Bryant & Hamill, LLC 0.18% Add +40.2% 55,026 $13.5M
Farther Finance Advisors, LLC 0.15% Add +78.4% 54,957 $13.5M
Annis Gardner Whiting Capital Advisors, LLC 2.56% No change 54,807 $13.5M
Aspiriant, LLC 0.39% Add +17.7% 54,428 $13.4M
Advisory Services Network, LLC 0.19% Reduce -6.0% 54,320 $13.4M
Ieq Capital, LLC 0.04% Add +2.6% 54,294 $13.4M
Idaho Trust Co 4.42% Add +3.4% 54,198 $13.3M
Legacy Wealth Management, LLC 0.76% Reduce -2.4% 53,689 $13.2M
Mackenzie Financial Corp. 0.02% Reduce -39.1% 53,327 $13.2M
HighMark Wealth Management LLC 5.37% Add +0.1% 53,583 $13.2M
Kestra Private Wealth Services, LLC 0.16% Add +3.1% 53,499 $13.2M
Lodestar Private Asset Management LLC 1.31% Reduce -2.7% 52,994 $13.0M
Argent Advisors, Inc. 3.62% Reduce -3.1% 52,702 $13.0M
Quantinno Capital Management LP 0.03% Add +15.2% 52,678 $13.0M
London Co. of Virginia 0.07% Add +105.7% 52,515 $12.9M
Integrated Wealth Concepts LLC 0.15% Reduce -16.0% 52,024 $12.8M
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.36% New 52,000 $12.8M
Sageworth Trust Co 0.55% Reduce -0.8% 51,777 $12.7M
Highbridge Capital Management LLC 1.00% New 51,440 $12.7M
Palisade Capital Management, LP 0.42% New 51,404 $12.7M
SilverOak Wealth Management LLC 1.98% Reduce -2.0% 51,254 $12.6M
Hancock Whitney Corp. 0.23% Add +1.9% 51,205 $12.6M
Courier Capital LLC 0.70% Add +0.4% 50,874 $12.5M
Nepc LLC 0.27% Add +0.3% 50,846 $12.5M
Latigo Investments, LLC 6.12% No change 50,522 $12.4M
McLean Asset Management Corp 2.21% Reduce -2.1% 46,898 $12.3M
Enclave Advisors LLC 1.74% Add +675.4% 49,961 $12.3M
Alongside, LLC 4.07% — 49,763 $12.2M
Red Cedar Investment Management, LLC 1.32% Add +0.3% 49,672 $12.2M
SummitTX Capital, L.P. 0.37% Add +79.6% 49,513 $12.2M
Strategic Wealth Partners, Ltd. 0.81% Add +10.1% 48,313 $11.9M
Banque Pictet & Cie SA 0.12% Add +5.9% 48,271 $11.9M
Fluent Financial, LLC 4.52% Add +32.3% 48,155 $11.9M
Clal Insurance Enterprises Holdings Ltd 0.08% Reduce -94.8% 48,000 $11.8M
Alpine Bank Wealth Management 1.67% Reduce -7.1% 47,861 $11.8M
Voya Investment Management LLC 0.01% Reduce -19.4% 47,760 $11.8M
William Howard & Co Financial Advisors Inc 9.87% Add +0.2% 47,586 $11.7M
VestGen Advisors, LLC 0.50% Add +17.8% 47,518 $11.7M
Arkadios Wealth Advisors 0.23% Add +109.2% 47,338 $11.7M
Blue Bell Private Wealth Management, LLC 1.68% Reduce -18.2% 46,599 $11.5M
DT Investment Partners, LLC 0.95% Reduce -2.4% 46,442 $11.4M
Robertson Stephens Wealth Management, LLC 0.32% Add +8.3% 46,299 $11.4M
Dynamic Advisor Solutions LLC 0.37% Reduce -40.3% 46,281 $11.4M
Corsicana & Co. 6.37% Reduce -2.0% 46,106 $11.3M
Old Mission Capital LLC 0.44% Reduce -71.3% 46,089 $11.3M
MCF Advisors LLC 0.63% Reduce -3.3% 46,059 $11.3M
Cornerstone Wealth Management, LLC 0.59% Add +401.3% 45,978 $11.3M
Vanguard Group Inc. 0.00% Add +1.1% 45,908 $11.3M
Hilltop Holdings Inc. 0.67% Reduce -18.0% 45,515 $11.2M
Arbor Investment Advisors, LLC 1.46% Reduce -4.7% 45,169 $11.1M
Smithfield Trust Co 0.49% Reduce -1.7% 45,151 $11.1M
Integrated Advisors Network LLC 0.49% Reduce -1.2% 44,891 $11.1M
O'shaughnessy Asset Management, LLC 0.06% Add +14.2% 44,845 $11.0M
SCS Capital Management LLC 0.12% Reduce -5.6% 44,732 $11.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.26% Reduce -1.0% 44,297 $10.9M
Nomura Asset Management Co. Ltd. 0.03% Add +171.4% 44,180 $10.9M
Sequoia Financial Advisors, LLC 0.06% Reduce -5.9% 44,128 $10.9M
First National Trust Co 0.36% Add +6.4% 43,536 $10.7M
HB Wealth Management, LLC 0.07% Reduce -1.5% 43,530 $10.7M
Harvest Investment Advisors, LLC 6.07% Add +4.4% 43,517 $10.7M
Fuller & Thaler Asset Management, Inc. 0.04% Add +485.2% 43,411 $10.7M
Compound Planning, Inc. 0.31% Add +17.1% 43,256 $10.6M
Foster Group, Inc. 0.32% Reduce -14.9% 42,838 $10.5M
Level Four Advisory Services, LLC 0.34% Add +123.6% 42,818 $10.5M
Engine Capital Management, LP 1.44% Reduce -17.5% 42,444 $10.4M
XML Financial, LLC 0.84% Reduce -0.6% 41,970 $10.3M
Flputnam Investment Management Co. 0.15% Reduce -2.1% 41,695 $10.3M
Daymark Wealth Partners, LLC 0.33% Add +0.2% 41,574 $10.2M
Conning Inc. 0.36% No change 41,524 $10.2M
Howard Capital Management, LLC 0.13% Add +2.9% 41,433 $10.2M
Geneos Wealth Management Inc. 0.25% Add +5.1% 41,254 $10.2M
Fulton Breakefield Broenniman LLC 0.64% Reduce -0.9% 40,871 $10.1M
Gray Private Wealth, LLC 4.90% Add +5.4% 40,780 $10.0M
Independent Financial Group, LLC 0.22% Add +25.9% 40,661 $10.0M
Diversified Portfolios, Inc. 0.83% Reduce -0.6% 40,551 $10.0M
Citizens Business Bank 1.64% Add +1.8% 40,441 $10.0M
Greenberg Financial Group 4.06% — 40,023 $9.9M
Systematic Alpha Investments, LLC 0.31% No change 40,006 $9.8M
LPWM LLC 2.48% Add +12.9% 39,923 $9.8M
Vavra Capital Management, LLC 9.51% — 39,324 $9.7M
Evercore Wealth Management, LLC 0.14% Add +8.5% 39,079 $9.6M
Bradley Foster & Sargent Inc. 0.14% Reduce -2.8% 39,061 $9.6M
Capital Group Private Client Services, Inc. 0.15% Add +8.8% 38,928 $9.6M
Simon Quick Advisors, LLC 0.42% Add +16.4% 38,831 $9.6M
Becker Capital Management Inc. 0.27% Add +0.7% 38,829 $9.6M
Carret Asset Management, LLC 0.90% Add +1.5% 38,430 $9.5M
Aspen Investment Management Inc 2.85% Add +5.2% 38,329 $9.4M
Culbertson A N & Co. Inc. 1.29% Reduce -1.6% 38,186 $9.4M
Chicago Partners Investment Group LLC 0.23% Add +0.5% 35,481 $9.4M
Raelipskie Partnership 3.93% Reduce -22.4% 38,106 $9.4M
PKO Investment Management Joint-Stock Co 0.75% Add +18.9% 38,033 $9.4M
Meridian Wealth Partners, LLC 1.29% Reduce -5.2% 38,021 $9.4M
Parkside Financial Bank & Trust 0.70% Add +1.1% 37,721 $9.3M
Basso Capital Management, L.P. 5.49% Add +578.3% 37,447 $9.2M
Bailard, Inc. 0.20% Reduce -41.2% 37,398 $9.2M
Argent Trust Co 0.32% Add +8.1% 37,334 $9.2M
Federation des caisses Desjardins du Quebec 0.04% Add +195.5% 37,294 $9.2M
Gilbert & Cook, Inc. 1.15% Reduce -12.1% 37,279 $9.2M
Partners Capital Investment Group, LLP 0.34% Add +8.6% 37,199 $9.2M
DRW Securities, LLC 0.70% Reduce -76.6% 37,160 $9.1M
Capital Investment Advisory Services, LLC 0.65% Add +29.0% 37,151 $9.1M
Associated Banc-Corp 0.23% Add +37.8% 36,971 $9.1M
Evergreen Capital Management LLC 0.20% Add +1.9% 36,734 $9.0M
Clear Creek Financial Management, LLC 0.74% Add +17.4% 36,675 $9.0M
Aristotle Capital Boston, LLC 0.50% Add +1.0% 36,665 $9.0M
Surience Private Wealth LLC 10.18% Reduce -37.0% 36,565 $9.0M
First Heartland Consultants, Inc. 0.68% Reduce -0.6% 36,459 $9.0M
Zacks Investment Management 0.07% Add +1129.1% 36,344 $8.9M
IFG Advisory, LLC 0.39% Add +5.1% 36,149 $8.9M
Capstone Financial Advisors, Inc. 0.47% Add +0.2% 35,600 $8.8M
Cornerstone Wealth Group, LLC 0.60% Add +466.1% 35,529 $8.7M
Oppenheimer & Co. Inc. 0.12% Add +48.8% 35,380 $8.7M
Lee Johnson Capital Management, LLC 2.98% Add +1.3% 35,264 $8.7M
Coldstream Capital Management Inc. 0.11% Add +24.1% 35,219 $8.7M
Axxcess Wealth Management, LLC 0.15% Add +1.4% 35,096 $8.6M
Country Trust Bank 0.16% Reduce -75.4% 35,042 $8.6M
Sierra Capital LLC 0.91% Add +0.0% 34,996 $8.6M
Gotham Asset Management 0.03% Add +30.4% 34,867 $8.6M
Laird Norton Wetherby Trust Company, LLC 0.18% New 34,776 $8.6M
Aspect Partners, LLC 3.74% Reduce -1.3% 34,739 $8.6M
Private Wealth Asset Management, LLC 0.93% Add +0.8% 34,731 $8.5M
Evoke Wealth, LLC 0.16% Add +13.4% 34,645 $8.5M
James Investment Research, Inc. 0.93% Reduce -1.4% 34,614 $8.5M
NBT Bank, N.A. 0.55% Add +0.3% 34,122 $8.5M
Investors Asset Management of Georgia Inc. /Ga/ 3.52% Add +39.1% 34,533 $8.5M
Sowell Financial Services LLC 0.31% Reduce -11.1% 34,316 $8.4M
Ramsay, Stattman, Vela & Price, Inc. 1.51% Reduce -7.9% 34,034 $8.4M
Pine Valley Investments Ltd Liability Co 0.41% Reduce -15.6% 33,513 $8.2M
Kickstand Ventures, Llc. 1.74% Add +7.7% 33,506 $8.2M
Fsa Wealth Partners, Inc. 2.96% Add +31.2% 33,490 $8.2M
Moller Wealth Partners 1.72% Reduce -10.7% 33,458 $8.2M
Newport Capital Group, LLC 5.02% Add +1.3% 33,337 $8.2M
Rossmore Private Capital 0.73% Add +17.5% 33,307 $8.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% New 33,222 $8.2M
Nilsine Partners, LLC 0.71% Add +4.6% 33,149 $8.2M
Palisade Asset Management, LLC 0.79% Add +0.1% 33,015 $8.1M
Independent Family Office, LLC 3.39% No change 33,011 $8.1M
World Investment Advisors 0.13% Add +32.2% 32,933 $8.1M
Guided Capital Wealth Management, LLC 5.65% Reduce -0.4% 32,749 $8.1M
C M Bidwell & Associates Ltd. 3.79% Add +0.3% 32,610 $8.0M
Midwest Trust Co 0.10% Reduce -1.5% 32,491 $8.0M
Ascent Group, LLC 0.27% Reduce -4.6% 32,180 $7.9M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -77.6% 32,095 $7.9M
Three Seasons Wealth, LLC 0.75% New 32,061 $7.9M
NewEdge Wealth, LLC 0.09% Add +38.0% 32,057 $7.9M
Helios Capital Management Pte. Ltd. 5.41% No change 32,000 $7.9M
NWF Advisory Services Inc. 0.87% Reduce -26.3% 31,843 $7.8M
Burling Wealth Partners, LLC 1.22% Reduce -1.3% 31,814 $7.8M
Rathbones Group PLC 0.03% Add +4.1% 31,730 $7.8M
Curi Capital, LLC 0.14% Reduce -0.5% 31,676 $7.8M
Palisades Investment Partners, LLC 2.94% Reduce -21.7% 31,650 $7.8M
Klingman & Associates, LLC 0.38% Reduce -1.3% 31,608 $7.8M
CMG Global Holdings, LLC 3.44% Add +0.2% 29,778 $7.8M
PCM Encore, LLC 1.65% — 31,477 $7.7M
SimpliFi, Inc. 3.28% Reduce -56.3% 31,476 $7.7M
DHJJ Financial Advisors, Ltd. 2.57% Reduce -8.0% 31,376 $7.7M
Arete Wealth Advisors, LLC 0.53% Add +10.7% 31,326 $7.7M
American Century Companies Inc. 0.00% Add +2.9% 31,291 $7.7M
JMG Financial Group, Ltd. 0.22% Add +2.0% 31,219 $7.7M
Maytus Capital Management, LLC 1.80% Reduce -71.0% 31,000 $7.6M
Scotia Capital Inc. 0.03% Add +7.0% 30,771 $7.6M
Dumont & Blake Investment Advisors LLC 1.82% Reduce -3.1% 30,761 $7.6M
Unique Wealth, LLC 1.05% Reduce -0.7% 30,626 $7.5M
Marquette Asset Management, LLC 1.10% Add +24.4% 30,400 $7.5M
Bartlett & Co. Wealth Management LLC 0.10% Reduce -3.6% 30,385 $7.5M
Cornerstone Advisory, LLC 0.71% Add +3.2% 30,221 $7.4M
Redwood Investment Management, LLC 0.84% Add +15.6% 30,212 $7.4M
Bleakley Financial Group, LLC 0.13% Reduce -0.6% 30,117 $7.4M
Avidian Wealth Enterprises, LLC 0.27% Add +0.1% 29,826 $7.3M
California First Leasing Corp. 2.37% No change 29,705 $7.3M
First Citizens Bank & Trust Co. 0.15% Reduce -8.8% 29,691 $7.3M
Cambridge Associates LLC /Ma/ 0.12% New 29,655 $7.3M
Single Point Partners, LLC 1.44% Add +1.7% 29,539 $7.3M
RMR Wealth Builders 0.58% Reduce -20.4% 29,467 $7.3M
Banque Cantonale Vaudoise 0.26% Reduce -5.5% 29,257 $7.2M
Cary Street Partners Financial LLC 0.18% Reduce -8.9% 29,205 $7.2M
Orion Porfolio Solutions, LLC 0.05% Add +28.6% 29,161 $7.2M
New England Private Wealth Advisors LLC 0.89% Add +0.3% 29,156 $7.2M
Ashton Thomas Private Wealth, LLC 0.18% Add +4.8% 29,144 $7.2M
Tidal Investments LLC 0.03% New 29,137 $7.2M
Composition Wealth, LLC 0.10% Reduce -4.1% 29,089 $7.2M
Ballentine Partners, LLC 0.10% Reduce -7.2% 29,075 $7.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -3.7% 29,060 $7.2M
Gallo Partners, LP 6.28% New 28,910 $7.1M
St. Louis Trust Co 0.81% Add +0.0% 28,759 $7.1M
Cullen/Frost Bankers, Inc. 0.08% Add +0.1% 28,292 $7.0M
Dorsey & Whitney Trust CO LLC 0.37% Reduce -0.7% 28,286 $7.0M
Gladstone Institutional Advisory LLC 0.26% Reduce -0.9% 28,143 $6.9M
Silver Point Capital L.P. 0.40% Reduce -90.5% 28,073 $6.9M
Prime Capital Investment Advisors, LLC 0.08% Add +5.6% 27,967 $6.9M
Caerus Investment Advisors, LLC 2.30% Reduce -8.3% 27,940 $6.9M
SVB Wealth LLC 0.41% Reduce -24.4% 27,914 $6.9M
Welch & Forbes LLC 0.08% Add +0.4% 27,872 $6.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Add +3.2% 27,701 $6.8M
Horizon Bancorp Inc. 3.32% Reduce -2.5% 27,680 $6.8M
Independence Bank of Kentucky 0.85% Add +1.6% 27,680 $6.8M
Beacon Investment Advisory Services, Inc. 0.28% Add +0.7% 27,595 $6.8M
JFS Wealth Advisors, LLC 0.38% Reduce -1.2% 27,560 $6.8M
Parisi Gray Wealth Management 1.53% Add +4.0% 27,414 $6.7M
Mutual Advisors, LLC 0.14% Add +3.5% 27,353 $6.7M
Scopus Asset Management, L.P. 0.19% Reduce -74.8% 27,221 $6.7M
HighPoint Advisor Group LLC 0.15% New 27,175 $6.7M
Foundations Investment Advisors, LLC 0.09% Add +6.6% 27,159 $6.7M
Fox Run Management, L.L.C. 1.03% New 27,048 $6.7M
Focus Partners Advisor Solutions, LLC 0.08% Add +11.8% 27,014 $6.6M
Fifth Third Wealth Advisors LLC 0.23% Add +0.8% 27,010 $6.6M
Clark Financial Services Group Inc. 3.52% Reduce -3.3% 26,191 $6.6M
Torrey-Payne Wealth Management, LLC 5.92% — 25,046 $6.6M
PFW Advisors LLC 2.00% Reduce -2.5% 26,856 $6.6M
YHB Investment Advisors, Inc. 0.45% Add +2.1% 26,726 $6.6M
Virtus Wealth Solutions LLC 1.25% New 26,721 $6.6M
Consolidated Capital Management, LLC 1.98% New 26,622 $6.6M
Fiduciary Trust Co 0.07% Reduce -11.9% 26,550 $6.5M
Venture Visionary Partners LLC 0.21% Reduce -1.4% 26,476 $6.5M
Sig Brokerage, LP 2.19% New 26,403 $6.5M
Fearless Solutions, LLC dba Best Invest 3.94% Reduce -0.9% 26,389 $6.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.66% Reduce -0.1% 26,336 $6.5M
Cape Cod Five Cents Savings Bank 0.59% No change 29,296 $6.5M
Atria Investments, Inc 0.07% Reduce -29.5% 26,183 $6.4M
Pine Ridge Advisers LLC 0.44% No change 26,022 $6.4M
Marex Group Ltd 0.07% Add +430.4% 26,000 $6.4M
GreatBanc Trust CO 4.51% Reduce -0.4% 25,991 $6.4M
Snowden Capital Advisors LLC 0.17% Add +18.5% 25,948 $6.4M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4.42% Reduce -53.9% 23,910 $6.4M
City Holding Co. 0.78% Reduce -0.7% 25,703 $6.3M
Mandatum Life Insurance Co Ltd 1.44% Add +8.8% 25,679 $6.3M
Peddock Capital Advisors, LLC 1.32% Add +2.6% 25,641 $6.3M
Ironwood Investment Management LLC 2.64% Add +3.7% 25,472 $6.3M
McKinley Carter Wealth Services, Inc. 0.35% Reduce -11.5% 25,335 $6.2M
Verition Fund Management LLC 0.04% Reduce -72.7% 25,197 $6.2M
Quantbot Technologies LP 0.21% Add +32.6% 25,044 $6.2M
Bridges Investment Management Inc. 0.08% No change 25,016 $6.2M
Harbour Investments, Inc. 0.12% Add +7.8% 24,960 $6.1M
CreativeOne Wealth, LLC 0.15% Add +25.3% 24,872 $6.1M
Summit Wealth Partners, LLC 1.13% Reduce -5.6% 24,864 $6.1M
BayBridge Capital Group, LLC 3.74% Reduce -0.1% 24,496 $6.0M
Canton Hathaway, LLC 1.16% No change 24,411 $6.0M
IFP Advisors, Inc 0.13% Add +17.1% 24,409 $6.0M
Union Savings Bank 2.59% — 24,299 $6.0M
Parallel Advisors, LLC 0.11% Reduce -9.6% 24,293 $6.0M
AE Wealth Management LLC 0.03% Add +18.4% 24,150 $5.9M
Principal Financial Group Inc. 0.00% Add +40.6% 24,147 $5.9M
Mill Creek Capital Advisors, LLC 0.12% Reduce -16.3% 24,140 $5.9M
Goldstone Financial Group, LLC 0.66% Reduce -2.3% 24,094 $5.9M
DV Trading LLC 0.51% — 23,800 $5.8M
Certuity, LLC 0.37% Add +0.1% 23,711 $5.8M
Evolution Wealth Advisors, LLC 0.59% Add +0.1% 23,694 $5.8M
Crescent Grove Advisors, LLC 0.55% Add +0.4% 23,535 $5.8M
Haverford Trust Co 0.05% Add +7.1% 23,516 $5.8M
Platt Investment Counsel, LLC 4.27% New 23,469 $5.8M
Spahn Wealth & Retirement LLC 3.58% Add +0.9% 23,445 $5.8M
Summit Wealth & Retirement Planning, Inc. 1.36% Reduce -0.5% 23,384 $5.8M
Rehmann Capital Advisory Group 0.30% Reduce 0.0% 23,243 $5.7M
MPWM Advisory Solutions, LLC 3.18% Add +61.7% 23,216 $5.7M
Merit Financial Group, LLC 0.05% Add +3.0% 23,157 $5.7M
Centaurus Financial, Inc. 0.26% Add +30.3% 23,101 $5.7M
Mount Capital Ltd 2.30% No change 23,100 $5.7M
Williams Jones Wealth Management, LLC. 0.06% Reduce -1.2% 23,084 $5.7M
Stordahl Capital Management, Inc. 1.17% Reduce -1.2% 23,035 $5.7M
Larson Financial Group LLC 0.19% Reduce -15.3% 22,977 $5.7M
Trust Co. of Toledo NA 0.55% Reduce -1.5% 22,772 $5.6M
Algert Global LLC 0.09% Add +158.1% 22,707 $5.6M
Pinnacle Wealth Management Group, Inc. 2.78% Add +2.4% 22,635 $5.6M
StoneX Group Inc. 0.24% Reduce -40.7% 22,571 $5.6M
St. Johns Investment Management Company, LLC 2.31% Add +5.2% 22,549 $5.6M
Tompkins Financial Corp. 0.43% Add +411.3% 22,447 $5.5M
Smith & Howard Wealth Management, LLC 1.26% Reduce -10.9% 22,436 $5.5M
Corepath Wealth Partners LLC 3.70% Reduce -4.7% 21,106 $5.5M
T. Rowe Price Associates Inc. 0.00% Add +87.6% 22,397 $5.5M
K.J. Harrison & Partners Inc 0.73% Reduce -0.3% 22,398 $5.5M
Consilium Wealth Advisory, LLC 2.03% Add +23.8% 22,366 $5.5M
Wincap Financial LLC 3.78% Add +1.6% 22,353 $5.5M
Private Trust Co. NA 0.48% Reduce -0.5% 22,306 $5.5M
WCG Wealth Advisors LLC 0.15% New 22,297 $5.5M
Arcadia Investment Advisors LLC 2.55% Reduce -31.2% 22,242 $5.5M
Rockingstone Advisors LLC 2.49% Add +9.0% 22,219 $5.5M
Amtrust Financial Services, Inc. 1.74% No change 22,200 $5.5M
Cordgrass Capital Advisors, LLC 1.31% Add +3.2% 22,103 $5.4M
Prosperity Consulting Group, LLC 0.24% Reduce -9.6% 22,027 $5.4M
Fifth Third Securities, Inc. 0.35% Add +14.5% 22,016 $5.4M
Ryan Investment Management, Inc. 3.00% Reduce -20.7% 21,978 $5.4M
Woodard & Co. Asset Management Group Inc. 0.85% New 21,900 $5.4M
Jacksonville Wealth Management, LLC 3.81% Add +2.0% 21,881 $5.4M
E&G Advisors, LLC 1.20% Reduce -0.5% 21,835 $5.4M
Alpha Capital Advisors Inc. 4.99% — 20,564 $5.4M
Manchester Capital Management LLC 0.73% Add +7.4% 21,821 $5.4M
Meridian Investment Counsel Inc. 1.29% Add +11.0% 21,813 $5.4M
Novem Group 0.62% No change 21,712 $5.3M
Addenda Capital Inc. 0.16% Add +4.1% 21,650 $5.3M
Wealthedge Investment Advisors, LLC 1.94% Reduce -1.2% 21,359 $5.3M
Steph & Co. 1.51% Add +2.3% 21,332 $5.3M
Gilbert Capital Group, Inc. 3.94% New 21,321 $5.2M
Montag A & Associates Inc. 0.24% Reduce -21.5% 21,288 $5.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.20% Add +4.9% 21,261 $5.2M
TCV Trust & Wealth Management, Inc. 0.42% Reduce -0.7% 21,197 $5.2M
Eastern Bank 0.09% Add +44.1% 21,131 $5.2M
Ackerman Asset Management, LLC 3.44% Add +0.1% 21,014 $5.2M
First National Bank of Omaha 0.15% New 20,843 $5.2M
Northeast Financial Group, Inc. 1.30% Reduce -52.6% 20,995 $5.2M
Smith Chas P & Associates Pa Cpas 0.27% Add +56.1% 20,772 $5.1M
Carnegie Investment Counsel 0.09% Add +17.9% 20,709 $5.1M
waypoint wealth counsel 1.86% Add +0.8% 20,547 $5.1M
C2C Wealth Management, LLC 4.25% Reduce -8.3% 20,502 $5.0M
Ssi Investment Management LLC 1.88% Add +0.1% 20,453 $5.0M
Three Bridge Wealth Advisors, LLC 1.32% Add +6.2% 20,397 $5.0M
OneDigital Investment Advisors LLC 0.05% Add +0.3% 20,220 $5.0M
Aua Capital Management, LLC 2.49% No change 20,153 $5.0M
Triumph Capital Management 1.07% Reduce -2.3% 20,058 $4.9M
Ironsides Asset Advisors, LLC 1.25% New 20,045 $4.9M
Boston Research & Management Inc. 1.13% Reduce -4.7% 19,992 $4.9M
Spire Wealth Management 0.16% Reduce -1.3% 19,884 $4.9M
CWA Asset Management Group, LLC 0.18% Reduce -6.0% 19,881 $4.9M
Peapod Lane Capital LLC 4.14% Add +150.3% 19,758 $4.9M
Kovack Advisors, Inc. 0.23% Add +586.3% 19,745 $4.9M
Bank of Nova Scotia 0.01% Reduce -81.9% 19,673 $4.8M
Pinnacle Wealth Planning Services, Inc. 0.50% Add +2.3% 19,629 $4.8M
Benchmark Financial Wealth Advisors, LLC 1.38% Reduce -7.9% 19,462 $4.8M
Lanark Financial, Inc. 0.36% Add +26.5% 19,453 $4.8M
Aureus Asset Management, LLC 0.30% Add +0.1% 19,352 $4.8M
Sigma Planning Corp 0.13% Reduce -5.5% 19,280 $4.7M
Fort Washington Investment Advisors Inc. 0.03% Reduce -0.1% 19,251 $4.7M
Quadrant Capital Group LLC 0.14% Add +60.3% 19,207 $4.7M
Connecticut Wealth Management, LLC 0.21% Reduce -2.5% 19,202 $4.7M
Jennison Associates LLC 0.00% New 19,201 $4.7M
Consolidated Portfolio Review Corp 0.41% Add +219.6% 19,162 $4.7M
Calton & Associates, Inc. 0.69% Add +3.3% 19,156 $4.7M
WealthBridge Capital Management, LLC 1.07% Reduce -2.0% 19,135 $4.7M
Lansing Street Advisors 1.21% Add +1.6% 19,093 $4.7M
Addis & Hill, Inc 2.85% Add +4.2% 19,086 $4.7M
XTX Topco Ltd 0.12% Reduce -22.6% 19,036 $4.7M
Invesco Ltd. 0.00% New 18,988 $4.7M
Kingsview Wealth Management, LLC 0.07% Reduce -9.9% 18,970 $4.7M
Acropolis Investment Management, LLC 0.21% Add +3.0% 18,903 $4.7M
TFO Wealth Partners, LLC 0.69% Reduce -1.1% 18,818 $4.6M
KLCM Advisors, Inc. 0.40% New 18,794 $4.6M
Legacy Trust 0.86% Add +58.6% 18,755 $4.6M
EMC Capital Management 2.04% New 18,658 $4.6M
Purpose Unlimited Inc. 0.21% — 18,584 $4.6M
B. Riley Wealth Advisors, Inc. 0.22% Add +27.0% 18,538 $4.6M
Wealthcare Advisory Partners LLC 0.09% Reduce -0.7% 18,529 $4.6M
DAVENPORT & Co LLC 0.02% Add +15.1% 18,513 $4.6M
BSW Wealth Partners 0.55% Reduce -4.9% 18,501 $4.6M
Provida Pension Fund Administrator 0.08% No change 18,482 $4.5M
Sepio Capital, LP 0.25% Add +475.6% 18,454 $4.5M
Fortis Group Advisors, LLC 0.76% Reduce -45.0% 17,468 $4.5M
Private Advisory Group LLC 0.36% Add +13.2% 18,352 $4.5M
Apella Capital, LLC 0.09% Add +60.5% 18,336 $4.5M
Appleton Partners Inc. 0.30% Reduce -1.3% 18,300 $4.5M
EFG International AG 0.09% — 18,262 $4.5M
Sunburst Financial Group, LLC 0.91% No change 18,254 $4.5M
SBI Okasan Asset Management Co.Ltd. 0.25% — 17,960 $4.5M
Equitable Trust Co. 0.20% Add +1.6% 18,167 $4.5M
HUB Investment Partners, LLC 0.12% Reduce -4.3% 18,161 $4.5M
Ameritas Advisory Services, LLC 0.17% Add +236.3% 18,153 $4.5M
Cercano Management LLC 0.17% No change 18,137 $4.5M
Capital Advisory Group Advisory Services, LLC 1.31% Add +0.4% 18,116 $4.5M
Fairway Wealth LLC 1.20% Reduce -0.1% 18,096 $4.5M
Richard P Slaughter Associates Inc 0.93% Reduce -2.0% 18,047 $4.4M
Summit Place Financial Advisors, LLC 2.13% Add +7.3% 17,835 $4.4M
Fulton Bank, N.A. 0.15% Add +9.8% 17,800 $4.4M
Wealth Advisory Solutions, LLC 1.01% Reduce -5.3% 17,680 $4.4M
Wealthspan Partners, LLC 1.58% Add +6.4% 17,622 $4.3M
Heritage Investors Management Corp. 0.13% Add +1.1% 17,593 $4.3M
FAS Wealth Partners, Inc. 0.28% Reduce -1.8% 17,561 $4.3M
Genesis Financial Group, LLC 2.51% — 17,559 $4.3M
Crews Bank & Trust 0.61% Reduce -3.6% 17,421 $4.3M
Rice Hall James & Associates, LLC 0.24% New 17,402 $4.3M
Operose Advisors LLC 1.00% Add +6.6% 17,396 $4.3M
CoreCap Advisors, LLC 0.15% Add +8.1% 17,273 $4.3M
One Capital Management, LLC 0.13% Add +10.7% 17,194 $4.2M
Reinhart Partners, Llc. 0.13% New 17,135 $4.2M
Freestone Capital Holdings, LLC 0.13% Add +0.4% 17,131 $4.2M
Meridian Wealth Management, LLC 0.15% Add +17.7% 17,074 $4.2M
Central Pacific Bank - Trust Division 0.53% Reduce -12.7% 17,056 $4.2M
Canandaigua National Bank & Trust Co. 0.38% Reduce -7.2% 17,012 $4.2M
TD Waterhouse Canada Inc. 0.03% Reduce -18.5% 16,790 $4.1M
Sincerus Advisory, LLC 3.32% Add +0.6% 16,779 $4.1M
Crestwood Advisors Group, LLC 0.07% Reduce -5.4% 16,744 $4.1M
Peak Asset Management, LLC 0.70% Reduce -0.1% 16,692 $4.1M
Wedbush Securities Inc. 0.12% Add +21.3% 16,685 $4.1M
AlTi Global, Inc. 0.09% Reduce -2.3% 16,676 $4.1M
Franklin, Parlapiano, Turner & Welch, LLC 1.02% Reduce -0.8% 15,421 $4.1M
Laurel Wealth Advisors LLC 0.54% Add +9.6% 16,637 $4.1M
Insigneo Advisory Services, LLC 0.29% Reduce -25.7% 16,629 $4.1M
Inman Jager Wealth Management, LLC 2.50% Reduce -0.7% 16,614 $4.1M
Nvwm, LLC 0.88% Add +440.9% 16,487 $4.1M
Auour Investments LLC 1.29% Add +26.7% 16,467 $4.1M
Kaydan Wealth Management, Inc. 1.17% Add +1.0% 16,438 $4.0M
Legacy Advisory Services, LLC 3.04% No change 16,424 $4.0M
Belpointe Asset Management LLC 0.15% Reduce -14.9% 16,398 $4.0M
Sei Investments Co. 0.00% Add +1.2% 16,374 $4.0M
Russell Investments Group, Ltd. 0.00% Add +23.1% 16,371 $4.0M
Menora Mivtachim Holdings LTD. 0.02% No change 16,346 $4.0M
Vigilare Wealth Management 1.35% New 16,338 $4.0M
Continuum Advisory, LLC 0.40% Add +2.3% 16,305 $4.0M
Webster Bank, N. A. 0.38% Add +2.9% 16,297 $4.0M
GC Wealth Management RIA, LLC 0.15% Add +29.1% 16,194 $4.0M
New York State Common Retirement Fund 0.01% Reduce -19.3% 16,156 $4.0M
Beam Wealth Advisors, Inc. 1.09% Reduce -5.4% 16,123 $4.0M
Ames National Corp. 2.32% Reduce -6.4% 16,122 $4.0M
Prudent Man Advisors, LLC 1.44% Reduce -0.4% 16,035 $3.9M
American Assets Investment Management, LLC 0.27% No change 16,000 $3.9M
Banco Santander, S.A. 0.03% Add +63.2% 15,955 $3.9M
BankPlus Wealth Management LLC 2.16% Add +4.7% 15,910 $3.9M
Firestone Capital Management 0.82% Add +1.4% 15,789 $3.9M
Jaffetilchin Investment Partners, LLC 0.23% Add +0.4% 15,786 $3.9M
TFB Advisors LLC 1.08% Add +1.8% 15,755 $3.9M
Guggenheim Capital LLC 0.03% Add +0.8% 15,744 $3.9M
Tocqueville Asset Management L.P. 0.06% Reduce -7.3% 15,704 $3.9M
Breakthru Advisory Services, LLC 2.46% No change 15,642 $3.9M
Safe Harbor Fiduciary, LLC 3.39% — 15,574 $3.8M
LSP Investment Advisors, LLC 2.03% No change 15,500 $3.8M
Walkner Condon Financial Advisors LLC 0.53% Reduce -0.1% 15,415 $3.8M
Mayflower Financial Advisors, LLC 0.46% Add +3.7% 15,356 $3.8M
Abundance Wealth Counselors 0.64% Reduce -13.1% 15,283 $3.8M
Pursue Wealth Partners LLC 1.83% Add +2.4% 15,256 $3.8M
Perissos Private Wealth Management, LLC 3.24% Reduce -42.8% 15,256 $3.8M
Independence Wealth Advisors, LLC 2.11% — 15,254 $3.8M
Fire Capital Management LLC 1.87% Reduce -0.3% 15,239 $3.8M
Chemung Canal Trust Co. 0.74% Reduce -1.1% 15,225 $3.7M
Doliver Advisors, LP 0.94% Reduce -1.5% 15,200 $3.7M
Trifecta Capital Advisors, LLC 0.55% Reduce -3.6% 15,173 $3.7M
Benjamin Edwards Inc. 0.04% Add +2.1% 15,159 $3.7M
Patten & Patten Inc. 0.22% Reduce -3.4% 15,129 $3.7M
Greenleaf Trust 0.03% Reduce -18.0% 15,105 $3.7M
Hopwood Nicholas Hunter 1.20% — 14,928 $3.7M
Apollon Wealth Management, LLC 0.06% Add +26.4% 14,877 $3.7M
Northwest Bancshares, Inc. 0.71% New 14,829 $3.7M
Nuveen, LLC 0.00% Add +124.5% 14,773 $3.6M
Holistic Financial Partners 1.32% Reduce -2.4% 14,764 $3.6M
Parr McKnight Wealth Management Group, LLC 0.48% New 14,736 $3.6M
J.Safra Asset Management Corp 0.19% New 14,669 $3.6M
Sound View Wealth Advisors Group, LLC 0.24% Add +0.3% 14,585 $3.6M
Evermay Wealth Management LLC 0.40% Reduce -3.4% 14,573 $3.6M
Keebeck Wealth Management 0.41% Reduce -1.7% 14,550 $3.6M
Audent Global Asset Management, LLC 2.24% Reduce -3.6% 14,390 $3.5M
Harmony Asset Management LLC 1.19% Reduce -0.2% 14,368 $3.5M
Mycio Wealth Partners, LLC 0.73% Add +0.7% 14,361 $3.5M
Cozad Asset Management Inc. 0.27% Reduce -2.0% 14,315 $3.5M
Sagespring Wealth Partners, LLC 0.06% Add +0.5% 14,247 $3.5M
Capitol Family Office, Inc. 4.14% Add +29.1% 14,244 $3.5M
Joel Isaacson & Co., LLC 0.12% Add +2.1% 14,195 $3.5M
Aegis Wealth Management LLC 1.97% Reduce -16.1% 14,189 $3.5M
Rebalance, LLC 0.20% Reduce -4.8% 14,173 $3.5M
Flagstar Securities, Inc. 1.17% Reduce -8.7% 14,156 $3.5M
Cranbrook Wealth Management, LLC 0.69% Reduce -4.1% 14,142 $3.5M
OpenArc Corporate Advisory, LLC 0.06% — 14,141 $3.5M
Birch Hill Investment Advisors LLC 0.14% Add +0.4% 14,050 $3.5M
First Merchants Corp. 0.13% Add +9.8% 14,045 $3.5M
Davidson Trust Co. 1.43% Reduce -0.7% 13,964 $3.4M
Quadcap Wealth Management, LLC 0.39% Reduce -0.4% 13,946 $3.4M
Shay Capital LLC 0.55% New 13,918 $3.4M
BOK Financial Private Wealth, Inc. 0.21% Reduce -0.3% 13,877 $3.4M
Americana Partners, LLC 0.09% Add +9.9% 13,872 $3.4M
Harbour Capital Advisors, LLC 0.69% Reduce -0.4% 13,638 $3.4M
M Holdings Securities, Inc. 0.24% New 13,765 $3.4M
Archer Investment Corp 0.77% Reduce -4.3% 13,764 $3.4M
Diversified Enterprises, LLC 0.20% Add +12.8% 13,743 $3.4M
Salem Investment Counselors Inc. 0.10% No change 13,708 $3.4M
Leslie Global Wealth, LLC 1.51% Add +16.0% 13,648 $3.4M
Rik Saylor Financial, Inc. 2.45% Reduce -1.6% 13,612 $3.4M
Redwood Wealth Management Group, LLC 1.40% Reduce -4.1% 13,571 $3.3M
Navi International - Administradora e Gestora de Recursos Financeiros Ltda. 2.11% — 13,537 $3.3M
Campion Asset Management 2.31% Reduce -12.5% 13,517 $3.3M
Seamount Financial Group Inc. 1.51% Add +1.8% 13,486 $3.3M
Vision Capital Management, Inc. 0.40% Reduce -0.1% 13,408 $3.3M
Headlands Technologies LLC 0.28% New 13,391 $3.3M
Wedmont Private Capital 0.11% Add +5.5% 12,896 $3.3M
Legacy Edge Advisors, LLC 0.36% Add +1.4% 13,331 $3.3M
Twin Focus Capital Partners, LLC 0.38% Reduce -0.8% 13,300 $3.3M
Resolute Advisors LLC 1.07% Reduce -5.4% 13,273 $3.3M
Cambient Family Office, LLC 0.47% — 13,268 $3.3M
ASL Financial, LLC 2.56% — 13,241 $3.3M
Ayalon Insurance Comp Ltd. 0.79% Add +18.9% 13,230 $3.3M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.1% 13,219 $3.3M
Berkshire Asset Management LLC 0.14% Reduce -3.0% 13,213 $3.3M
Institute for Wealth Management, LLC. 0.34% Reduce -3.4% 13,198 $3.2M
Csenge Advisory Group 0.15% Add +64.0% 13,173 $3.2M
Circle Wealth Management, LLC 0.05% Add +6.3% 13,165 $3.2M
Private Wealth Advisors, LLC 1.17% Reduce -34.5% 13,164 $3.2M
Nut Tree Capital Management, LP 0.73% New 13,100 $3.2M
Vestmark Advisory Solutions, Inc. 0.04% New 13,069 $3.2M
Cramer Rosenthal McGlynn LLC 0.21% New 13,045 $3.2M
Dupree Financial Group, LLC 1.17% Add +0.0% 13,035 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% New 12,987 $3.2M
Mission Wealth Management, LP 0.07% Reduce -1.1% 12,972 $3.2M
Cannon Advisors, Inc. 2.25% Reduce -3.7% 12,104 $3.2M
Lifestyle Asset Management, Inc. 1.03% Add +36.9% 12,836 $3.2M
Godshalk Welsh Capital Management, Inc. 1.79% Reduce -0.1% 12,747 $3.1M
MidFirst Bank 0.25% — 12,711 $3.1M
Bouchey Financial Group, Ltd. 0.23% Add +0.0% 12,623 $3.1M
Cahill Financial Advisors Inc. 0.34% Add +0.4% 12,552 $3.1M
Cornerstone Advisors Asset Management, LLC 0.50% No change 12,437 $3.1M
Great Valley Advisor Group, Inc. 0.06% Add +2.3% 12,325 $3.0M
AdvisorNet Financial, Inc 0.16% Add +8.2% 12,275 $3.0M
Kingswood Wealth Advisors, LLC 0.15% Add +19.1% 12,267 $3.0M
AlphaCore Capital LLC 0.07% Add +25.4% 12,236 $3.0M
Gryphon Financial Partners LLC 0.32% Add +62.8% 12,180 $3.0M
Saxon Interests, Inc. 1.06% Add +40.4% 12,133 $3.0M
Alley Investment Management Company, LLC 0.35% Reduce -0.2% 12,088 $3.0M
GWN Securities Inc. 0.60% Add +9.8% 12,083 $3.0M
ADAR1 Capital Management, LLC 0.22% New 12,070 $3.0M
Signature Equity Partners, LLC 1.64% — 12,033 $3.0M
Spruce Point Capital Management, LLC 7.14% — 12,000 $3.0M
Bedel Financial Consulting, Inc. 0.32% Reduce -0.4% 11,984 $3.0M
Exencial Wealth Advisors, LLC 0.09% Reduce -13.5% 11,981 $2.9M
Chesapeake Wealth Management 0.88% Reduce -1.2% 11,970 $2.9M
Pines Wealth Management, LLC 0.95% Add +0.1% 11,967 $2.9M
Arbor Trust Wealth Advisors, LLC 1.29% Add +0.0% 11,947 $2.9M
DWR Wealth Management, LLC 2.73% — 11,855 $2.9M
LifeSteps Financial, Inc. 1.88% Reduce -2.5% 11,940 $2.9M
Two Sigma Securities, LLC 0.40% Add +177.3% 11,917 $2.9M
LGL Partners, LLC 1.25% Add +0.3% 11,916 $2.9M
REDW Wealth LLC 1.12% Reduce -4.9% 11,914 $2.9M
Viewpoint Capital Management LLC 1.26% Add +8.5% 11,772 $2.9M
West Bancorporation Inc. 1.51% Reduce -4.4% 11,712 $2.9M
Advisor Resource Council 1.02% Add +160.6% 11,175 $2.9M
Clientfirst Wealth Management, LLC 2.29% No change 11,603 $2.9M
Absolute Capital Management, LLC 1.04% Reduce -0.8% 11,593 $2.9M
3Chopt Investment Partners, LLC 0.64% No change 11,569 $2.8M
Mittelman Wealth Management 1.85% Add +88.7% 9,832 $2.8M
Tanager Wealth Management LLP 0.28% Reduce -7.0% 11,511 $2.8M
Garden State Investment Advisory Services LLC 0.67% Reduce -10.1% 11,488 $2.8M
Clark Capital Management Group, Inc. 0.02% Add +353.5% 11,478 $2.8M
Western Wealth Management, LLC 0.13% Add +0.9% 11,472 $2.8M
Annandale Capital, LLC 0.46% No change 11,400 $2.8M
Provenance Wealth Advisors, LLC 0.31% No change 11,392 $2.8M
Essex Financial Services, Inc. 0.16% Add +1.2% 11,359 $2.8M
GEM Asset Management, LLC 1.24% Reduce -0.7% 10,892 $2.8M
Woodstock Corp. 0.24% Reduce -4.6% 11,301 $2.8M
Lifeworks Advisors, LLC 0.36% Reduce -63.5% 11,221 $2.8M
Frederick Financial Consultants, LLC 1.51% Add +0.5% 11,221 $2.8M
Anchor Capital Advisors LLC 0.08% Reduce -7.6% 11,196 $2.8M
Genesee Capital Advisors, LLC 1.11% Add +4.1% 11,176 $2.8M
Heck Capital Advisors, LLC 0.20% Reduce -17.9% 11,155 $2.7M
Radnor Capital Management, LLC 0.41% Add +3.6% 11,143 $2.7M
International Assets Investment Management, LLC 0.19% Reduce -26.9% 11,102 $2.7M
PFG Investments, LLC 0.13% Add +9.4% 11,091 $2.7M
Johnson Financial Group, Inc. 0.10% Reduce -2.0% 11,077 $2.7M
Chris Bulman Inc 1.20% Add +3.0% 11,048 $2.7M
Allodium Investment Consultants, LLC 1.38% Reduce -1.2% 11,041 $2.7M
JHP Wealth Management, LLC 2.62% — 11,003 $2.7M
American Institute for Advanced Investment Management, LLP 1.74% Reduce -1.3% 10,977 $2.7M
Trivium Point Advisory, LLC 0.27% Reduce -3.1% 10,976 $2.7M
Atlantic Union Bankshares Corp 0.05% Reduce -2.3% 10,959 $2.7M
Jessup Wealth Management, Inc 0.89% Add +0.5% 10,928 $2.7M
Roman Butler Fullerton & Co. 0.71% Add +90.8% 9,952 $2.7M
SK Wealth Management, LLC 0.75% Add +734.3% 10,187 $2.7M
Macco Financial Group, Inc. 2.30% — 10,850 $2.7M
Life Line Wealth Management LLC 0.79% Add +0.3% 10,842 $2.7M
Moody National Bank Trust Division 0.26% No change 10,822 $2.7M
Corundum Group, Inc. 0.89% Add +4.4% 10,821 $2.7M
Penn Capital Management Company, LLC 0.21% Add +585.4% 10,761 $2.6M
RKL Wealth Management LLC 0.22% Reduce -10.6% 10,737 $2.6M
Delta Investment Management, LLC 0.46% New 10,732 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -3.5% 10,712 $2.6M
Comprehensive Financial Consultants Institutional, Inc. 0.79% Add +12.3% 10,683 $2.6M
Pacific Capital Wealth Advisors, Inc. 0.45% Reduce -0.5% 10,676 $2.6M
Cosner Financial Group, LLC 1.34% Add +12.0% 10,659 $2.6M
Ridgepath Capital Management LLC 1.20% No change 10,757 $2.6M
Moody Aldrich Partners LLC 0.48% New 10,533 $2.6M
TBH Global Asset Management, LLC 0.43% Add +181.8% 7,705 $2.6M
SouthState Bank Corp 0.12% Add +57.6% 10,520 $2.6M
10Elms LLP 2.68% Reduce -0.3% 10,404 $2.6M
PFG Advisors 0.12% Reduce -27.3% 10,396 $2.6M
Pinkerton Wealth, LLC 0.26% New 10,381 $2.6M
Principal Securities, Inc. 0.04% Add +24.7% 10,357 $2.5M
Matrix Asset Advisors Inc. 0.23% Reduce -1.4% 10,326 $2.5M
Centennial Bank 1.01% Reduce -29.9% 10,323 $2.5M
Moors & Cabot, Inc. 0.11% Add +4.2% 10,318 $2.5M
Virtue Asset Management LLC 2.06% Add +0.9% 10,303 $2.5M
KCM Capital Inc 0.51% — 10,300 $2.5M
Farmers Trust Co. 0.41% No change 10,276 $2.5M
Forte Asset Management LLC 1.15% Add +9.3% 10,251 $2.5M
Burke & Herbert Bank & Trust Co. 0.70% Reduce -49.4% 10,229 $2.5M
Bison Wealth, LLC 0.28% Reduce -30.5% 10,384 $2.5M
State of Alaska, Department of Revenue 0.03% New 10,191 $2.5M
Leavell Investment Management, Inc. 0.10% Reduce -0.1% 10,185 $2.5M
Sachem Hill LLC 0.48% Reduce -0.2% 10,095 $2.5M
Revolve Wealth Partners, LLC 0.29% Reduce -16.6% 10,089 $2.5M
Facet Wealth, Inc. 0.04% Add +27.6% 9,415 $2.5M
Cornerstone Capital, Inc. 0.24% No change 10,013 $2.5M
Spinnaker Trust 0.13% Reduce -4.4% 10,002 $2.5M
Quattro Financial Advisors LLC 0.73% No change 10,000 $2.5M
Visionary Wealth Advisors 0.11% Reduce -11.5% 10,000 $2.5M
SageView Advisory Group, LLC 0.08% Add +7.2% 9,994 $2.5M
Redhawk Wealth Advisors, Inc. 0.28% Add +24.2% 9,989 $2.5M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +44.9% 9,986 $2.5M
Paragon Private Wealth Management, LLC 0.75% Add +16.2% 9,976 $2.5M
Peregrine Asset Advisers, Inc. 0.69% No change 9,976 $2.5M
Miller Financial Services LLC 2.87% Reduce -9.6% 9,951 $2.4M
Nwam LLC 0.14% Add +1.5% 9,722 $2.4M
Lexington Hill Partners, LLC 1.84% — 9,922 $2.4M
Vise Technologies, Inc. 0.05% Add +506.1% 9,885 $2.4M
Prescott Group Capital Management, L.L.C. 0.23% New 9,870 $2.4M
WealthPlan Investment Management, LLC 0.15% Reduce -0.9% 9,869 $2.4M
Cavalier Investments, LLC 0.75% Reduce -83.6% 9,834 $2.4M
Fisher Asset Management 0.00% Add +171.4% 9,825 $2.4M
Bantamac Capital, LLC 1.71% Reduce -1.2% 9,810 $2.4M
Nations Financial Group Inc, /Ia/ 0.13% Add +354.7% 9,807 $2.4M
Beirne Wealth Consulting Services, LLC 0.70% Add +0.2% 9,786 $2.4M
Massar Capital Management, LP 0.47% New 9,767 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Add +1.5% 9,753 $2.4M
Oxford Financial Group, LTD. LLC 0.13% Add +1.5% 9,747 $2.4M
Riverpoint Wealth Management Holdings, LLC 0.51% Add +0.3% 9,733 $2.4M
Avestar Capital, LLC 0.16% No change 9,699 $2.4M
Pure Financial Advisors, LLC 0.04% Add +62.6% 9,637 $2.4M
Athena Investment Management 1.21% No change 9,629 $2.4M
WMG Financial Advisors, LLC 0.97% Add +5.3% 9,527 $2.3M
Heritage Family Offices, LLP 1.07% Add +24.0% 9,523 $2.3M
Legacy Wealth Partners, LLC 0.61% — 9,523 $2.3M
Nicolet Bankshares Inc. 0.38% Reduce -5.1% 9,510 $2.3M
Abbot Financial Management, Inc. 0.97% Reduce -5.3% 9,479 $2.3M
Vident Advisory, LLC 0.02% Reduce -0.9% 9,455 $2.3M
Southern Capital Advisors, LLC 1.07% Add +3.8% 9,433 $2.3M
American Wealth Advisors, LLC 2.28% Reduce -1.0% 9,420 $2.3M
jvl associates llc 0.75% No change 9,416 $2.3M
Gridiron Partners, LLC 1.31% Reduce -78.3% 9,346 $2.3M
Lyell Wealth Management, LP 0.17% Add +0.5% 9,324 $2.3M
Mechanics Financial Corp 0.85% Reduce -0.4% 9,323 $2.3M
Hirtle & Co., LLC 0.09% Reduce -3.0% 9,295 $2.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.27% Reduce -16.5% 9,289 $2.3M
Essex Bank 0.49% Reduce -1.7% 9,275 $2.3M
Delos Wealth Advisors, LLC 1.51% Add +3.6% 9,274 $2.3M
Foundation Wealth Management, LLC\PA 0.83% Reduce -4.3% 9,250 $2.3M
Claro Advisors Inc. 0.31% Reduce -3.7% 9,244 $2.3M
Hollencrest Capital Management 0.08% Add +0.0% 9,234 $2.3M
Trust Point Inc. 0.18% Add +5.1% 9,176 $2.3M
Shelton Capital Management 0.04% Add +91.8% 9,172 $2.3M
Oakwell Private Wealth Management, LLC 0.42% Add +2.1% 9,171 $2.3M
Thompson Siegel & Walmsley LLC 0.04% Add +0.2% 9,167 $2.3M
Grove Bank & Trust 0.25% Add +13.6% 9,135 $2.2M
Opus Capital Group, LLC 0.24% Reduce -5.4% 9,131 $2.2M
KCM Investment Advisors LLC 0.07% Add +96.0% 9,120 $2.2M
Sage Capital Advisors,llc 0.53% Add +1.8% 9,087 $2.2M
HBK Sorce Advisory LLC 0.05% Reduce -0.4% 8,441 $2.2M
Credit Industriel Et Commercial 0.51% Reduce -36.1% 9,060 $2.2M
Jackson, Grant Investment Advisers, Inc. 0.73% Add +0.2% 9,046 $2.2M
Glen Eagle Advisors, LLC 0.30% Reduce -1.6% 9,033 $2.2M
KKM Financial LLC 0.39% Add +1.4% 9,033 $2.2M
Mathes Company, Inc. 0.80% Reduce -0.6% 9,030 $2.2M
Aaron Wealth Advisors LLC 0.12% No change 9,010 $2.2M
Tradition Wealth Management, LLC 0.16% Reduce -0.0% 9,004 $2.2M
RB Capital Management, LLC 0.47% Reduce -40.1% 9,002 $2.2M
HM Payson & Co. 0.03% Add +12.7% 8,997 $2.2M
Consilio Wealth Advisors, LLC 0.64% Add +0.2% 8,938 $2.2M
Childress Capital Advisors, LLC 0.35% Add +30.6% 8,931 $2.2M
VVR Holdings LLC 1.14% — 8,929 $2.2M
Indiana Trust & Investment Management Co 0.65% Reduce -0.1% 8,922 $2.2M
Legacy Bridge, LLC 0.89% Reduce -0.7% 8,914 $2.2M
Empirical Asset Management, LLC 0.62% Reduce -0.4% 8,883 $2.2M
Harvest Investment Services, LLC 0.41% Reduce -9.4% 8,862 $2.2M
Sunbelt Securities, Inc. 0.14% Reduce -0.0% 8,820 $2.2M
PKS Advisory Services, LLC 0.49% Reduce -4.1% 8,803 $2.2M
Southernsun Asset Management, LLC 0.30% New 8,800 $2.2M
MLP3, LLC 2.36% — 8,792 $2.2M
Advisor OS, LLC 0.17% Add +0.2% 8,783 $2.2M
Sterling Investment Advisors LLC 1.05% Add +6.9% 8,773 $2.2M
Baxter Bros Inc. 0.25% Reduce -0.2% 8,759 $2.2M
Focus Financial Network, Inc. 0.07% Add +6.3% 8,696 $2.1M
Nixon Peabody Trust Co. 0.16% No change 8,685 $2.1M
Willis Johnson & Associates, Inc. 0.13% Reduce -16.1% 8,651 $2.1M
GenTrust, LLC 0.09% Add +15.7% 8,648 $2.1M
Paragon Capital Management LLC 1.08% Add +0.1% 8,620 $2.1M
Eldridge Investment Advisors, Inc. 0.47% Reduce -3.4% 8,616 $2.1M
Valmark Advisers, Inc. 0.03% Reduce -2.4% 8,613 $2.1M
Duncker Streett & Co. Inc. 0.38% Add +628.5% 8,604 $2.1M
Intesa Sanpaolo S.p.A. 0.14% — 8,500 $2.1M
Seneca Financial Advisors LLC 0.64% Reduce -3.3% 8,558 $2.1M
Gambit Capital Management, LLC 1.50% — 8,532 $2.1M
Clarius Group, LLC 0.12% Reduce -0.1% 8,529 $2.1M
Montecito Bank & Trust 0.33% Reduce -0.6% 8,528 $2.1M
Modern Wealth Management, LLC 0.04% Reduce -73.2% 8,517 $2.1M
DBK Financial Counsel, LLC 1.61% Reduce -1.1% 8,499 $2.1M
Ballast Advisors LLC 0.58% Reduce -0.0% 8,470 $2.1M
Keel Point, LLC 0.13% Add +1.2% 8,465 $2.1M
Advisors Management Group Inc. 0.38% Reduce -2.0% 8,460 $2.1M
Highland Capital Management, LLC 0.10% Add +41.6% 8,438 $2.1M
Ticino Wealth 0.77% — 8,433 $2.1M
True Freedom Investing, LLC 0.14% New 8,429 $2.1M
Tempus Wealth Planning, LLC 0.47% Reduce -1.2% 8,421 $2.1M
Pointe Capital Management LLC 1.03% Add +16.9% 8,419 $2.1M
Gardner Lewis Asset Management L P 0.52% No change 8,390 $2.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -38.5% 8,357 $2.1M
1834 Investment Advisors Co. 0.26% No change 8,328 $2.1M
Bluespring Wealth Management, LLC 0.18% Reduce -0.7% 8,291 $2.0M
Topsail Wealth Management, LLC 0.30% Add +6.5% 8,282 $2.0M
Powell Investment Advisors, LLC 0.70% Add +7.3% 8,275 $2.0M
Savvy Advisors, Inc. 0.07% Add +8.6% 8,264 $2.0M
Pettyjohn, Wood & White, Inc. 0.32% Add +1.6% 8,215 $2.0M
Salus Financial Advisors, LLC 1.20% Reduce -1.8% 8,159 $2.0M
Kavar Capital Partners Group, LLC 0.28% Reduce -0.4% 8,140 $2.0M
CWC Advisors, LLC. 0.97% Add +39.9% 8,137 $2.0M
Lakeshore Financial Planning, Inc. 0.71% Add +0.0% 8,117 $2.0M
Moneco Advisors, LLC 0.16% Reduce -1.5% 8,090 $2.0M
Davis R M Inc. 0.03% Reduce -0.4% 8,085 $2.0M
Optima Capital LLC 0.86% Add +23.6% 8,070 $2.0M
Builder Investment Group Inc. 0.43% Add +0.0% 8,067 $2.0M
CJM Wealth Advisers, Ltd. 0.59% Add +0.0% 8,037 $2.0M
Wealth Alliance, LLC 0.19% Add +51.9% 8,033 $2.0M
Arax Advisory Partners 0.06% New 8,011 $2.0M
Dagco, Inc. 0.46% Reduce -7.0% 8,011 $2.0M
Greenwich Wealth Management LLC 0.09% Reduce -0.2% 7,985 $2.0M
Veracity Capital LLC 0.58% Add +0.0% 7,946 $2.0M
Chatham Capital Group, Inc. 0.28% Reduce -0.2% 7,944 $2.0M
GM Advisory Group, LLC 0.08% Add +1.4% 7,940 $2.0M
Westmount Partners, LLC 0.49% Reduce -24.3% 7,932 $2.0M
Union Bancaire Privee, UBP SA 0.02% Add +19.0% 7,949 $1.9M
Bensler, LLC 0.20% Reduce -4.6% 7,911 $1.9M
Financial Synergies Wealth Advisors, Inc. 0.19% Add +1.7% 7,846 $1.9M
GAMCO Investors 0.02% Add +58.3% 7,811 $1.9M
WESPAC Advisors, LLC 1.04% Add +35.3% 7,797 $1.9M
Plan Group Financial, LLC 0.49% Reduce -37.2% 7,746 $1.9M
Regent Peak Wealth Advisors LLC 0.38% Reduce -1.5% 7,740 $1.9M
Fca Corp. 0.54% Reduce -11.9% 7,718 $1.9M
Aspen Capital Management, LLC 0.47% No change 7,705 $1.9M
Gateway Investment Advisers LLC 0.02% Add +1.3% 7,700 $1.9M
Founders Grove Wealth Partners, LLC 0.43% Reduce -8.8% 7,699 $1.9M
Apriem Advisors 0.17% No change 7,679 $1.9M
Allie Family Office LLC 0.88% No change 7,656 $1.9M
Sonata Capital Group Inc. 0.68% Reduce -1.4% 7,636 $1.9M
Silverleafe Capital Partners, LLC 0.56% Add +0.7% 7,623 $1.9M
Integrity Alliance, Llc. 0.07% Add +129.8% 7,620 $1.9M
North Star Investment Management Corp. 0.12% Add +0.6% 7,596 $1.9M
Legacy Advisors, LLC 0.20% Add +6.0% 7,570 $1.9M
Sunflower Bank, N.A. 0.47% No change 7,538 $1.9M
Sageworth Trust Co of South Dakota 1.52% No change 7,537 $1.9M
Toth Financial Advisory Corp. 0.20% Add +0.4% 7,524 $1.9M
Wealth Architects, LLC 0.17% No change 7,511 $1.8M
WealthShield Partners, LLC 0.20% Add +19.6% 7,508 $1.8M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -1.4% 7,500 $1.8M
Evernest Financial Advisors, LLC 0.39% Reduce -28.8% 6,913 $1.8M
Ethos Financial Group, LLC 0.14% Reduce -4.0% 7,485 $1.8M
Shelton Wealth Management, LLC 0.80% Reduce -0.9% 7,465 $1.8M
Rhumbline Advisers 0.00% Reduce -79.2% 7,465 $1.8M
Blue Trust, Inc. 0.02% Add +74.0% 7,464 $1.8M
Harbor Investment Advisory, LLC 0.14% Reduce -8.4% 7,433 $1.8M
Atticus Wealth Management, LLC 0.45% Reduce -0.3% 7,398 $1.8M
Wakefield Asset Management LLLP 0.49% Add +4.9% 7,367 $1.8M
MBL Wealth, LLC 0.15% Add +21.5% 7,354 $1.8M
Evelyn Partners Asset Management Ltd 0.42% Add +2.1% 7,348 $1.8M
United Advisor Group, LLC 0.23% Add +276.3% 7,286 $1.8M
Fagan Associates, Inc. 0.24% Reduce -3.8% 7,273 $1.8M
Fogel Capital Management, Inc. 0.82% Add +8.7% 7,233 $1.8M
Rothschild Investment LLC 0.10% Add +2.9% 7,218 $1.8M
IFG Advisors, LLC 0.30% Add +2.4% 7,202 $1.8M
Brand Asset Management Group, Inc. 0.49% Reduce -0.0% 7,191 $1.8M
Waldron Private Wealth LLC 0.07% Add +3.0% 7,182 $1.8M
CX Institutional 0.05% Add +2.5% 7,176 $1.8M
Edgestream Partners, L.P. 0.05% Add +86.5% 7,143 $1.8M
Greenland Capital Management LP 0.27% Reduce -57.9% 7,138 $1.8M
Rwa Wealth Partners, LLC 0.02% Add +4.4% 7,105 $1.7M
Segment Wealth Management, LLC 0.10% Add +20.4% 7,096 $1.7M
Orca Investment Management, LLC 1.37% Reduce -0.4% 7,070 $1.7M
Berkshire Money Management, Inc. 0.17% New 7,068 $1.7M
Cambria Investment Management, L.P. 0.10% Add +267.8% 7,032 $1.7M
Maxele Advisors, LLC 1.41% Add +4.1% 7,027 $1.7M
Bryn Mawr Trust Advisors, LLC 0.08% Add +8.7% 7,022 $1.7M
WorthPointe, LLC 0.45% New 6,999 $1.7M
Avantax Planning Partners, Inc. 0.05% Reduce -0.9% 6,995 $1.7M
Forteris Wealth Management Inc. 1.69% — 6,994 $1.7M
Lazard Asset Management LLC 0.00% No change 6,994 $1.7M
Abacus Planning Group, Inc. 0.23% Reduce -3.1% 6,988 $1.7M
AmeriServ Wealth Advisors 1.00% Reduce -6.4% 6,977 $1.7M
IAM Advisory, LLC 0.38% Add +0.9% 6,964 $1.7M
Mosaic Financial Group, LLC 1.17% Reduce -0.2% 6,954 $1.7M
Patriot Investment Management Group, Inc. 0.11% No change 6,952 $1.7M
Lowe Brockenbrough & Co. Inc. 0.08% Reduce -2.5% 6,938 $1.7M
Aster Capital Management (DIFC) Ltd 0.75% New 6,931 $1.7M
Intrepid Financial Planning Group LLC 0.65% Add +0.6% 6,926 $1.7M
Monetary Management Group Inc. 0.39% Reduce -2.1% 6,915 $1.7M
Relyea Zuckerberg Hanson LLC 0.17% Reduce -1.3% 6,896 $1.7M
Bricktown Capital, LLC 0.29% No change 6,891 $1.7M
Red Tortoise LLC 0.73% Reduce -0.2% 6,876 $1.7M
Morangie Management LLC 1.35% Reduce -2.9% 6,867 $1.7M
Ruggiero Investments, Inc. 1.52% — 6,855 $1.7M
Archford Capital Strategies, LLC 0.20% No change 6,846 $1.7M
Choate Investment Advisors 0.03% Reduce -10.7% 6,837 $1.7M
Pallas Capital Advisors LLC 0.06% Add +274.1% 6,828 $1.7M
Fort Point Capital Partners LLC 0.20% Add +3.5% 6,329 $1.7M
Genesis Private Wealth, LLC 0.52% Add +221.9% 6,812 $1.7M
FSC Wealth Advisors, LLC 2.70% Reduce -71.0% 6,762 $1.7M
LVW Advisors, LLC 0.17% Reduce -11.2% 6,751 $1.7M
Paces Ferry Wealth Advisors, LLC 0.67% Add +0.0% 6,734 $1.7M
One Charles Private Wealth Services, LLC 0.43% New 6,731 $1.7M
Paladin Partners, LLC 1.23% — 6,722 $1.7M
Camelot Portfolios, LLC 1.02% Reduce -2.0% 6,674 $1.6M
Fiducient Advisors LLC 0.20% Reduce -18.0% 6,645 $1.6M
Fonville Wealth Management LLC 0.33% Reduce -1.2% 6,617 $1.6M
Disciplined Investments, LLC 0.63% Reduce -7.6% 6,615 $1.6M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -2.7% 6,605 $1.6M
Asset Advisory Group, Inc. 0.81% — 6,598 $1.6M
Loomis Sayles & Co. L P 0.00% Reduce -10.8% 6,595 $1.6M
Perennial Investment Advisors, LLC 0.13% Reduce -9.0% 6,584 $1.6M
Farmers National Bank 0.36% Reduce -2.3% 6,583 $1.6M
Sage Rhino Capital LLC 0.31% Add +0.0% 6,581 $1.6M
Vista Finance, LLC 1.08% Add +0.1% 6,572 $1.6M
LS Investment Advisors, LLC 0.23% Reduce -1.1% 6,565 $1.6M
Plum Street Advisors, LLC 0.57% Reduce -6.9% 6,538 $1.6M
Keystone Wealth Services, LLC 0.34% Reduce -1.6% 6,534 $1.6M
626 Financial, LLC 0.69% Reduce -0.0% 6,532 $1.6M
May Hill Capital, LLC 0.43% Reduce -8.7% 6,511 $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
Proffitt & Goodson Inc. 0.22% Reduce -46.7% 6,490 $1.6M
Orgel Wealth Management, LLC 0.04% Reduce -1.1% 6,484 $1.6M
Caliber Wealth Management, LLC / KS 0.17% Reduce -13.9% 6,445 $1.6M
Steel Grove Capital Advisors, LLC 0.16% No change 6,428 $1.6M
Signal Tree Financial Partners LLC 1.21% No change 6,422 $1.6M
HORAN Wealth, LLC 0.24% Add +0.3% 6,410 $1.6M
Tsfg, LLC 0.23% Reduce -15.7% 6,367 $1.6M
Richmond Investment Services, LLC 0.27% Add +10.8% 6,353 $1.6M
Kelly Financial Group LLC 0.40% Reduce -4.0% 6,334 $1.6M
Avior Wealth Management, LLC 0.05% Add +3.1% 6,431 $1.6M
Wealth Watch Advisors, INC 0.58% Add +4.6% 6,324 $1.6M
Angeles Wealth Management, LLC 0.09% Add +60.8% 6,303 $1.6M
Journey Strategic Wealth LLC 0.04% Add +551.1% 6,283 $1.5M
Keating Financial Advisory Services, Inc. 0.21% — 6,277 $1.5M
Catalyst Financial Partners LLC 0.17% Add +12.5% 6,274 $1.5M
SlateStone Wealth, LLC 0.13% Add +1.6% 6,267 $1.5M
Mather Group, Llc. 0.02% Reduce -9.6% 6,264 $1.5M
Allstate Corp. 0.02% Reduce -8.3% 6,261 $1.5M
Adapt Wealth Advisors, LLC 0.53% Reduce -1.1% 6,236 $1.5M
Boston Family Office LLC 0.10% Add +0.5% 6,236 $1.5M
Planned Solutions, Inc. 0.50% Add +0.3% 6,233 $1.5M
Cambridge Advisors Inc. 0.29% No change 6,217 $1.5M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% Add +3.9% 6,214 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -4.9% 6,166 $1.5M
State of Wyoming 0.17% Add +17.0% 6,200 $1.5M
Soltis Investment Advisors LLC 0.10% Add +8.3% 6,176 $1.5M
Confluence Wealth Services, Inc. 0.06% Add +0.3% 6,155 $1.5M
Lunt Capital Management, Inc. 0.57% No change 6,152 $1.5M
NorthCoast Asset Management LLC 0.03% Reduce -97.0% 6,140 $1.5M
Miller Investment Management, LP 0.15% Reduce -22.3% 6,138 $1.5M
Penobscot Investment Management Company, Inc. 0.11% Reduce -0.2% 6,133 $1.5M
IF Advisors, LLC 1.22% — 6,096 $1.5M
St Germain D J Co. Inc. 0.06% Reduce -0.2% 6,082 $1.5M
Ancora Advisors LLC 0.03% Add +1.4% 6,065 $1.5M
Second Half Financial Partners, LLC 0.66% Reduce -56.8% 6,055 $1.5M
Providence First Trust Co 0.52% New 6,043 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.09% Add +122.5% 6,020 $1.5M
RFG Advisory, LLC 0.03% Add +5.8% 6,015 $1.5M
Verus Capital Partners, LLC 0.10% Reduce -4.6% 6,004 $1.5M
Mgo One Seven LLC 0.03% Add +17.1% 5,997 $1.5M
Retirement Planning Group, LLC 0.05% Reduce -1.5% 5,995 $1.5M
IPG Investment Advisors LLC 0.26% Reduce -2.0% 5,984 $1.5M
Ellenbecker Investment Group 0.21% Add +0.5% 5,979 $1.5M
Betterment LLC 0.00% Add +4.5% 5,960 $1.5M
Bernard Wealth Management Corp. 0.59% Reduce -0.1% 5,926 $1.5M
Petix & Botte Co 0.33% Reduce -0.5% 5,920 $1.5M
Range Advisory, LLC 0.38% — 5,912 $1.5M
Osborne Partners Capital Management, LLC 0.07% Reduce -14.0% 5,910 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -1.2% 5,909 $1.5M
Inscription Capital, LLC 0.15% Add +155.8% 5,908 $1.5M
BG Investment Services, LLC 1.29% Reduce -4.2% 5,888 $1.4M
TMB Capital Partners, LLC 0.50% — 5,881 $1.4M
First Trust Advisors LP 0.00% Add +412.7% 5,870 $1.4M
Eagle Harbor Asset Management Inc. 1.19% No change 5,848 $1.4M
Cambridge Financial Group, LLC 0.50% Add +13.0% 5,905 $1.4M
MV Capital Management, Inc. 0.14% Reduce -6.0% 5,826 $1.4M
Community Bank, N.A. 0.17% Reduce -4.0% 5,806 $1.4M
LaSalle St. Investment Advisors, LLC 0.23% Reduce -0.3% 5,782 $1.4M
Hickory Point Bank & Trust 1.03% Add +0.4% 5,761 $1.4M
Morris Financial Concepts, Inc. 0.50% Reduce -0.7% 5,761 $1.4M
Coordinated Financial Services, Inc. 0.83% Add +1.7% 5,761 $1.4M
Objective Capital Management, LLC 1.44% No change 5,742 $1.4M
Guyasuta Investment Advisors Inc. 0.08% No change 5,717 $1.4M
Westwood Holdings Group Inc. 0.01% Add +3.0% 5,713 $1.4M
Madison Asset Management, LLC 0.02% No change 5,686 $1.4M
Simplicity Wealth,LLC 0.08% Reduce -66.2% 5,684 $1.4M
Smartleaf Asset Management LLC 0.05% Add +226.1% 5,639 $1.4M
Polymer Capital Management (HK) LTD 0.22% Reduce -18.2% 5,677 $1.4M
Gradient Capital Advisors, LLC 0.36% Reduce -5.8% 5,664 $1.4M
Koshinski Asset Management, Inc. 0.09% Add +14.0% 5,663 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.08% Add +229.4% 5,659 $1.4M
Rise Advisors, LLC 0.50% Add +111.5% 5,645 $1.4M
Capital Advisors Inc. 0.02% Add +260.4% 5,626 $1.4M
Tortoise Investment Management, LLC 0.12% No change 5,612 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -2.5% 5,592 $1.4M
Collaborative Wealth Managment Inc. 0.48% Add +215.3% 5,584 $1.4M
Aprio Wealth Management, LLC 0.08% Add +6.1% 5,395 $1.4M
Bare Financial Services, Inc 0.38% Reduce -8.7% 5,577 $1.4M
17 Capital Partners, LLC 0.71% Add +5.2% 5,569 $1.4M
Florida Trust Wealth Management Co 0.04% No change 5,557 $1.4M
CM Wealth Advisors LLC 0.31% Reduce -22.9% 5,539 $1.4M
Baldwin Wealth Partners LLC 0.09% No change 5,517 $1.4M
U.S. Capital Wealth Advisors, LLC 0.04% Add +8.6% 5,512 $1.4M
Bramshill Investments, LLC 0.08% New 5,500 $1.4M
State Street Corp. 0.00% Reduce -53.4% 5,500 $1.4M
DSG Capital Advisors, LLC 0.21% New 5,099 $1.4M
SOA Wealth Advisors, LLC. 0.22% Add +26.5% 83,782 $1.4M
Summit Financial Strategies, Inc. 0.11% Add +0.9% 5,492 $1.4M
Cardiff Park Advisors, LLC 0.11% Reduce -2.1% 5,456 $1.3M
Huntleigh Advisors, Inc. 0.23% Add +1.7% 5,452 $1.3M
Nordwand Advisors, LLC 0.23% No change 5,451 $1.3M
Regal Investment Advisors LLC 0.08% Add +9.5% 5,444 $1.3M
Advisors Capital Management, LLC 0.02% Add +23.9% 5,426 $1.3M
Stephenson & Company, Inc. 0.73% No change 5,421 $1.3M
Trust Co. of Vermont 0.06% Add +197.6% 5,392 $1.3M
Argentarii, LLC 0.43% New 5,365 $1.3M
Advisory Research Inc. 0.17% New 5,364 $1.3M
Ballast Rock Private Wealth LLC 0.82% — 5,336 $1.3M
Permanent Capital Management, LP 0.25% Add +11.9% 5,308 $1.3M
Stillwater Capital Advisors, LLC 0.14% Add +25.9% 5,303 $1.3M
Intrust Bank NA 0.11% Reduce -0.4% 5,286 $1.3M
Lombard Odier Asset Management (USA) Corp 0.70% Reduce -51.8% 5,285 $1.3M
MIdWestOne Financial Group, Inc. 0.14% Reduce -8.2% 5,281 $1.3M
Aurelius Family Office LLC 0.56% Reduce -1.1% 5,132 $1.3M
Matrix Private Capital Group LLC 0.66% Add +2.4% 5,261 $1.3M
Eq LLC 0.37% No change 5,260 $1.3M
Cannell & Spears LLC 0.02% Reduce -1.0% 5,260 $1.3M
QRG Capital Management, Inc. 0.01% Add +62.0% 5,255 $1.3M
Well Done, LLC 0.19% Add +8.3% 5,247 $1.3M
Old North State Trust, LLC 0.76% No change 5,240 $1.3M
Weaver Consulting Group 0.31% Reduce -46.3% 5,223 $1.3M
Neumann Capital Management, LLC 0.37% No change 5,208 $1.3M
Compass Ion Advisors, LLC 0.12% Reduce -1.6% 5,204 $1.3M
Stonebridge Capital Advisors LLC 0.09% Add +1.6% 5,197 $1.3M
Nicholas Investment Partners, LP 0.10% Reduce -77.6% 5,122 $1.3M
Colorado Capital Management, Inc. 0.47% Reduce -1.2% 5,108 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +0.8% 5,103 $1.3M
MWA Asset Management 0.70% Reduce -3.6% 5,101 $1.3M
Bluefin Capital Management, LLC 0.35% New 5,100 $1.3M
Brian Low Financial Group, LLC 0.89% Add +9.8% 5,096 $1.3M
Ironwood Investment Counsel, LLC 0.17% Add +0.0% 5,079 $1.3M
LCNB Corp. 0.42% No change 5,064 $1.2M
Steinberganna Wealth Management 0.58% Add +10.7% 5,055 $1.2M
HCR Wealth Advisors 0.12% Add +7.2% 5,051 $1.2M
Whitegate Investment Counselors, Inc. 0.39% No change 5,038 $1.2M
Total Clarity Wealth Management, Inc. 0.30% Add +5.1% 5,036 $1.2M
Alamea Verwaltungs GmbH 0.83% No change 5,025 $1.2M
Teachers Insurance & Annuity Association of America 1.45% Reduce -0.6% 5,024 $1.2M
Wilmar Advisors LLC 0.96% Reduce -37.5% 5,000 $1.2M
Galilei Investment Office LLP 0.58% No change 5,000 $1.2M
Shapiro Capital Management LLC 0.07% Reduce -90.0% 5,000 $1.2M
Naples Global Advisors, LLC 0.09% Add +0.0% 4,997 $1.2M
Obermeyer Wealth Partners 0.06% Add +0.0% 4,992 $1.2M
Matauro, LLC 0.18% Reduce -2.3% 4,980 $1.2M
Evanson Asset Management, LLC 0.07% Add +0.8% 4,973 $1.2M
Philadelphia Trust Co. 0.08% Reduce -9.1% 4,968 $1.2M
Savior LLC 4.42% Add +13.0% 4,966 $1.2M
1900 Wealth Management LLC 0.08% Reduce -0.3% 4,963 $1.2M
First Nebraska Trust Co 0.11% Add +4.5% 4,963 $1.2M
First Business Financial Services, Inc. 0.11% Reduce -1.4% 4,950 $1.2M
Ball & Co Wealth Management Inc. 0.78% Reduce -43.1% 4,940 $1.2M
Camelot Technology Advisors, Inc. 0.92% Add +0.3% 4,941 $1.2M
Fragasso Financial Advisors Inc 0.07% Reduce -0.7% 4,914 $1.2M
Pitti Group Wealth Management, LLC 0.99% Add +0.6% 4,905 $1.2M
Chartist Inc. 0.82% Add +4.3% 4,890 $1.2M
Intrua Financial, LLC 0.13% Add +0.4% 4,876 $1.2M
Plancorp, LLC 0.04% Reduce -1.1% 4,848 $1.2M
Meridian Wealth Advisors, LLC 0.17% Reduce -0.0% 4,847 $1.2M
Middleton & Co. Inc. 0.13% No change 4,830 $1.2M
Parthenon LLC 0.13% Add +1.1% 4,797 $1.2M
Realta Investment Advisors 0.39% Reduce -0.0% 4,796 $1.2M
William John Sempolinski 0.58% — 4,793 $1.2M
Azimuth Capital Investment Management LLC 0.04% Reduce -5.6% 4,777 $1.2M
Advance Capital Management, Inc. 0.05% Add +8.5% 4,775 $1.2M
Decision Investments, Inc. 1.29% — 4,771 $1.2M
Richard W. Paul & Associates, LLC 0.39% Reduce -12.3% 4,748 $1.2M
Aegis Wealth Management, Inc. 0.92% — 4,735 $1.2M
Arcus Capital Partners, LLC 0.42% Add +9.4% 4,733 $1.2M
Vontobel Holding Ltd. 0.00% Reduce -59.2% 4,732 $1.2M
Parsons Capital Management Inc. 0.06% Add +159.2% 4,723 $1.2M
Excalibur Management Corp. 0.42% Reduce -7.3% 4,717 $1.2M
McClarren Financial Advisors, Inc. 0.69% Reduce -28.5% 3,650 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.39% Add +1.6% 4,710 $1.2M
Sjbenen Advisory, LLC 1.20% — 4,700 $1.2M
AtlasMark Financial, Inc 0.75% No change 4,700 $1.2M
Rialto Wealth Management, LLC 0.28% Add +42.7% 4,696 $1.2M
Diversify Wealth Management, LLC 0.05% Add +41.0% 4,423 $1.2M
Parker Financial LLC 0.47% Reduce -1.6% 4,682 $1.2M
Cape Ann Savings Bank 0.59% Reduce -1.4% 4,667 $1.1M
Pacific Financial Group Inc. 0.63% Add +169.7% 4,622 $1.1M
Wellspring Financial Advisors, LLC 0.09% Add +3.3% 4,595 $1.1M
St. Clair Advisors, LLC 0.29% Add +167.3% 4,592 $1.1M
Motiv8 Investments LLC 0.62% Add +0.8% 4,587 $1.1M
Blue Sky Capital Consultants Group, Inc. 0.49% Add +6.7% 4,571 $1.1M
PUREfi Wealth, LLC 0.86% No change 4,551 $1.1M
Thoroughbred Financial Services, LLC 0.07% Add +7.7% 4,552 $1.1M
STAR Financial Bank 0.57% Reduce -0.9% 4,541 $1.1M
Core Wealth Advisors, Inc. 0.29% Reduce -0.3% 4,536 $1.1M
CVFG LLC 0.76% Add +12.0% 4,523 $1.1M
Magnolia Capital Advisors LLC 0.23% New 4,515 $1.1M
Fiduciary Alliance LLC 0.07% Add +16.8% 4,514 $1.1M
Bragg Financial Advisors, Inc 0.04% Reduce -1.7% 4,508 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.13% Reduce -1.8% 4,500 $1.1M
Caldwell Trust Co 0.10% No change 4,500 $1.1M
L & S Advisors Inc 0.11% Add +1.4% 4,493 $1.1M
MainStreet Investment Advisors LLC 0.16% Reduce -1.4% 4,458 $1.1M
Assetmark, Inc. 0.00% Add +6.5% 4,456 $1.1M
Global Financial Private Client, LLC 0.38% No change 4,444 $1.1M
Next Capital Management LLC 0.35% Add +0.0% 4,441 $1.1M
Zions Bancorporation, National Association 0.05% No change 4,438 $1.1M
D L Carlson Investment Group Inc. 0.18% Reduce -6.1% 4,425 $1.1M
Brady Family Wealth, LLC 0.34% Reduce -0.4% 4,424 $1.1M
White Pine Capital LLC 0.30% Add +0.3% 4,406 $1.1M
Heritage Wealth Advisors 0.04% Add +0.8% 4,405 $1.1M
First Financial Corp. 0.41% No change 4,397 $1.1M
Cherry Tree Wealth Management, LLC 0.23% Add +93.2% 4,397 $1.1M
Inspire Advisors, LLC 0.10% Add +11.6% 4,370 $1.1M
Verum Partners LLC 0.22% Add +0.7% 4,351 $1.1M
Morton Brown Family Wealth, LLC 0.29% No change 4,346 $1.1M
CacheTech Inc. 0.20% No change 4,324 $1.1M
Sightline Wealth Advisors, LLC 0.45% Add +2.8% 4,314 $1.1M
Collective Family Office LLC 0.24% No change 4,309 $1.1M
Pachira Investments Inc. 0.51% Add +0.2% 4,292 $1.1M
Key Financial Inc 0.19% Add +0.3% 4,289 $1.1M
Live Oak Private Wealth LLC 0.14% No change 4,289 $1.1M
Aft, Forsyth & Company, Inc. 0.46% No change 4,284 $1.1M
Wealthfront Advisers LLC 0.00% Reduce -5.1% 4,278 $1.1M
Pullen Investment Management, LLC 0.55% New 4,277 $1.1M
Davis Investment Partners, LLC 0.37% Add +1.9% 4,224 $1.0M
Charter Oak Capital Management, LLC 0.08% Reduce -7.2% 4,259 $1.0M
Atlas Brown,Inc. 0.31% Reduce -1.7% 4,245 $1.0M
Cantor Fitzgerald Investment Advisors L.P. 0.08% Reduce -25.8% 4,224 $1.0M
Atlanta Consulting Group Advisors, LLC 0.24% New 4,222 $1.0M
Mattern Wealth Management LLC 0.20% Reduce -0.8% 4,220 $1.0M
Chicago Capital, LLC 0.03% Reduce -37.0% 4,214 $1.0M
Petros Family Wealth, LLC 0.69% Reduce -45.8% 4,214 $1.0M
2UniFi Bank 0.49% No change 4,207 $1.0M
Lutz Financial Services LLC 0.07% Add +15.2% 4,200 $1.0M
American National Bank & Trust 0.10% Reduce -10.0% 4,197 $1.0M
Heartwood Wealth Advisors LLC 0.10% Reduce -0.9% 4,197 $1.0M
Calamos Wealth Management LLC 0.04% Reduce -4.2% 4,195 $1.0M
Victory Financial Group, LLC 0.13% Add +58.7% 4,178 $1.0M
Fort Sheridan Advisors LLC 0.13% Add +2.3% 4,177 $1.0M
General Partner, Inc. 0.58% No change 4,176 $1.0M
Sherman Asset Management, Inc. 0.87% New 4,170 $1.0M
Financial Perspectives, Inc 0.28% Add +0.9% 4,162 $1.0M
EverSource Wealth Advisors, LLC 0.04% Reduce -10.8% 4,156 $1.0M
Sovereign Financial Group, Inc. 0.18% Reduce -13.8% 4,143 $1.0M
Roehl & Yi Investment Advisors, LLC 0.41% Add +8.7% 27,436 $1.0M
Tandem Financial, LLC 1.23% Reduce -67.4% 4,608 $1.0M
Tranquility Partners, LLC 0.37% Add +0.1% 4,134 $1.0M
Elgethun Capital Management 0.18% No change 4,129 $1.0M
Bond & Devick Financial Network, Inc. 0.29% Reduce -2.6% 4,127 $1.0M
Pinnacle Bancorp, Inc. 0.30% Reduce -21.9% 4,121 $1.0M
Engineers Gate Manager LP 0.01% Add +249.2% 4,117 $1.0M
Debussy Capital Management LP 0.14% Add +0.0% 4,112 $1.0M
JSF Financial, LLC 0.21% Reduce -3.6% 4,111 $1.0M
IFC Advisors LLC 0.15% Add +67.1% 4,109 $1.0M
Insight Advisors, LLC/ PA 0.15% Add +20.1% 4,066 $1.0M
Rf&l Wealth Management, LLC 0.56% Reduce -2.1% 4,059 $999K
Cedar Mountain Advisors, LLC 0.19% No change 4,058 $999K
Total Investment Management Inc. 0.13% Add +0.1% 4,057 $999K
Cedar Wealth Management, LLC 0.30% No change 4,047 $996K
Fermata Advisors, LLC 0.24% Reduce -3.9% 4,046 $996K
Orin Green Financial, LLC 0.40% Add +1.9% 4,030 $992K
Compass Capital Corp. /Ma/ 0.38% Add +17.4% 3,713 $988K
Monograph Wealth Advisors, LLC 0.10% Reduce -2.1% 4,015 $988K
RPg Family Wealth Advisory, LLC 0.22% Add +3.6% 4,014 $988K
HFG Advisors, Inc. 0.72% Reduce -2.9% 4,009 $987K
Broadview Financial Management, LLC 0.66% Add +0.3% 4,007 $986K
Yost Capital Management, LP 1.43% Reduce -84.2% 4,000 $985K
Montgomery Investment Management Inc. 0.35% No change 4,000 $985K
Lowery Thomas, LLC 0.56% Reduce -19.8% 3,997 $984K
Plante Moran Financial Advisors, LLC 0.06% Add +58.8% 3,995 $983K
Flagship Private Wealth, LLC 0.39% Reduce -2.0% 3,983 $980K
SBI Securities Co., Ltd. 0.03% Reduce -7.1% 3,976 $979K
Guardian Financial Partners, LLC 0.41% Add +19.6% 3,970 $977K
Parsonex Advisory Services, Inc. 0.62% Add +1.9% 3,969 $977K
FDx Advisors, Inc. 0.50% Reduce -0.3% 3,967 $977K
Oak Barrel Wealth Advisory LLC 0.58% — 3,961 $975K
Integrated Investment Consultants, LLC 0.19% Reduce -11.1% 3,955 $974K
Power Wealth Management LLC 0.34% Reduce -7.7% 3,947 $972K
BridgePort Financial Solutions, LLC 0.26% Reduce -3.4% 3,943 $971K
Arcadia Investment Management Corp. 0.16% Reduce -27.6% 3,941 $970K
Signaturefd, LLC 0.01% Reduce -1.2% 3,934 $968K
PGIM Custom Harvest LLC 0.01% Add +0.6% 3,932 $968K
Vista Capital Partners, Inc. 0.10% Add +4.0% 3,930 $967K
Tyche Wealth Partners LLC 0.15% Reduce -15.8% 3,912 $963K
MidAtlantic Capital Management, Inc. 0.61% No change 3,900 $960K
First County Bank 0.51% Add +6.0% 3,898 $960K
Sage Mountain Advisors LLC 0.05% Reduce -1.2% 3,893 $958K
Trilogy Capital Inc. 0.04% Reduce -11.3% 3,890 $958K
Stage Harbor Financial, LLC 0.65% Add +0.3% 3,889 $957K
Presidio Capital Management, LLC 0.29% Add +18.0% 3,885 $956K
Narus Financial Partners, LLC 0.26% No change 3,878 $955K
Edge Financial Advisors LLC 0.40% Reduce -3.1% 3,875 $954K
Palisades Hudson Asset Management, L.P. 0.37% Add +0.0% 3,862 $951K
Risk Paradigm Group, LLC 0.91% — 3,857 $949K
McAdam, LLC 0.04% Add +15.0% 3,847 $947K
Colonial Trust Advisors 0.07% Add +9.7% 3,846 $947K
Intellectus Partners, LLC 0.18% Reduce -5.3% 3,838 $945K
Strategic Blueprint, LLC 0.06% Reduce -12.1% 3,833 $943K
GAMMA Investing LLC 0.05% Reduce -0.7% 3,824 $941K
Northwest Wealth Management, LLC 0.15% Reduce -3.4% 3,816 $939K
Onyx Bridge Wealth Group LLC 0.10% Reduce -7.8% 3,808 $937K
Brown, Lisle/Cummings, Inc. 0.23% No change 3,795 $934K
Townsend Asset Management Corp. /NC/ 0.33% Add +0.1% 3,780 $930K
Libra Wealth LLC 0.26% No change 3,775 $929K
New England Asset Management Inc. 0.13% No change 3,770 $928K
Allegheny Financial Group 0.14% Add +9.3% 3,760 $926K
Churchill Financial Advisors, LLC 0.28% — 3,739 $920K
Garde Capital, Inc. 0.05% Reduce -0.3% 3,707 $912K
Elite Financial, Inc. 0.41% Add +15.4% 3,707 $912K
Dana Investment Advisors, Inc. 0.03% Add +44.4% 3,701 $911K
Buffalo Business & Estate Services Ltd. 0.13% — 3,678 $905K
Wealth Dimensions Group, Ltd. 0.18% Reduce -5.4% 3,676 $905K
Evensky & Katz LLC 0.05% Add +0.2% 3,673 $904K
Meramec Financial Planners, LLC 0.35% — 3,398 $901K
Evolve Private Wealth, LLC 0.05% — 3,657 $900K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +1.7% 3,398 $900K
Uptown Financial Advisors LLC 0.77% No change 3,649 $898K
Schneider Downs Wealth Management Advisors, LP 0.10% Add +17.8% 3,642 $897K
Cassaday & Co Wealth Management LLC 0.02% No change 3,632 $894K
Investment Partners Asset Management, Inc. 0.56% Reduce -1.6% 3,625 $892K
Cooper/Haims Advisors, LLC 0.41% Add +0.0% 3,623 $892K
NorthCrest Asset Manangement, LLC 0.02% Add +0.1% 3,523 $890K
American Financial Advisors, LLC 0.11% Reduce -4.8% 3,602 $887K
Smith Salley Wealth Management 0.04% Reduce -4.2% 3,600 $886K
World Equity Group, Inc. 0.25% Reduce -14.7% 3,591 $884K
Navalign, LLC 0.22% Reduce -3.3% 3,585 $883K
Alerus Financial NA 0.04% Reduce -2.3% 3,583 $882K
Sprinkle Financial Consultants LLC 0.45% Add +0.3% 3,575 $880K
First American Bank 0.05% Add +25.4% 3,571 $879K
Andrews, Lucia Wealth Management LLC 0.52% No change 3,570 $879K
Lakeshore Capital Group, Inc. 0.70% Reduce -0.3% 3,569 $878K
First Bank & Trust 0.14% Reduce -3.4% 3,550 $874K
Bill Few Associates, Inc. 0.21% No change 3,549 $874K
Richards, Merrill & Peterson, Inc. 0.33% Add +26.9% 3,548 $873K
Autumn Glory Partners, LLC 0.31% No change 3,545 $873K
Founders Financial Securities LLC 0.05% Add +90.8% 3,543 $872K
Y-Intercept (Hong Kong) Ltd 0.02% New 3,542 $872K
Investment Partners, LTD. 0.30% Add +0.0% 3,533 $870K
Mechanics Bank Trust Department 0.11% Reduce -0.3% 3,529 $869K
Breakwater Capital Group 0.12% Reduce -4.8% 3,523 $867K
Private Management Group Inc. 0.03% No change 3,519 $866K
Bayesian Capital Management, LP 1.97% New 3,500 $862K
Capital Investment Advisors, LLC 0.01% Add +15.1% 3,482 $857K
Thrive Wealth Management, LLC 0.13% Reduce -7.2% 3,475 $856K
Francis Financial, Inc. 0.17% Add +0.1% 3,474 $855K
Missouri Trust & Investment Co 0.25% Reduce -1.5% 3,462 $852K
Clark Asset Management, LLC 0.09% Reduce -8.1% 3,450 $849K
Millstone Evans Group, LLC 0.50% Add +2.2% 3,448 $849K
Woodmont Investment Counsel LLC 0.05% Reduce -3.1% 3,444 $848K
Sentry LLC 0.23% No change 3,443 $848K
Ofc Financial Planning, LLC 0.80% Reduce -0.7% 3,443 $848K
CENTRAL TRUST Co 0.02% Add +0.7% 3,436 $846K
Impact Capital Partners LLC 0.25% Reduce -26.2% 3,436 $846K
Thomasville National Bank 0.05% Reduce -4.0% 3,432 $845K
Vawter Financial, Ltd. 0.36% Reduce -3.9% 3,422 $842K
Daybright Advisory Services, Inc. 0.22% — 3,421 $842K
SC&H Financial Advisors, Inc. 0.13% Reduce -2.7% 3,419 $842K
Moran Wealth Management, LLC 0.03% New 3,414 $840K
Milestone Asset Management, LLC 0.16% Add +0.3% 3,411 $840K
Occidental Asset Management, LLC 0.10% No change 3,400 $837K
Forum Financial Management, LP 0.01% Add +4.6% 3,397 $836K
Noble Family Wealth, LLC 0.18% No change 3,381 $832K
Aurora Private Wealth, Inc. 0.55% — 3,410 $832K
Penobscot Wealth Management 0.26% Add +5.5% 3,378 $832K
New England Professional Planning Group Inc. 0.35% Reduce -12.6% 3,375 $831K
Hennion & Walsh Asset Management, Inc. 0.03% No change 3,370 $830K
Canopy Partners, LLC 0.27% No change 3,356 $826K
Formidable Asset Management, LLC 0.12% No change 3,403 $823K
Root Financial Partners, LLC 0.04% Add +8.6% 3,341 $822K
Agate Pass Investment Management, LLC 0.31% Add +0.3% 3,339 $822K
Westwood Wealth Management 0.62% New 3,330 $820K
Lionshead Wealth Management, LLC 0.62% Add +0.0% 3,330 $820K
Mystic Asset Management, Inc. 0.18% Add +5.4% 3,319 $817K
Red Reef Advisors LLC 0.83% — 3,317 $817K
Saxony Capital Management, LLC 0.50% Reduce -15.5% 3,308 $814K
Van Cleef Asset Management,Inc 0.08% Reduce -0.8% 3,307 $814K
Accel Wealth Management 0.22% Reduce -1.6% 3,304 $813K
Johnson & White Wealth Management, LLC 0.35% Reduce -6.7% 3,299 $812K
Platform Technology Partners 0.17% Add +2.3% 3,295 $811K
Navis Wealth Advisors, LLC 0.34% Add +9.4% 3,284 $808K
Sentinel Wealth Management, Inc. 0.67% No change 3,283 $808K
Baron Wealth Management LLC 0.25% Add +0.3% 3,279 $807K
Resurgent Financial Advisors LLC 0.41% Reduce -23.4% 3,276 $806K
Coastwise Capital Group, LLC 0.42% Add +0.3% 3,276 $806K
High Probability Advisors, LLC 0.11% No change 3,275 $806K
Townsquare Capital LLC 0.18% Reduce -12.7% 3,271 $805K
MB Generational Wealth, LLC 0.43% Reduce -8.6% 3,271 $805K
Howard Wealth Management, LLC 0.35% Reduce -1.8% 3,270 $805K
Heritage Trust Co 0.08% Add +0.1% 3,267 $804K
CRA Financial Services, LLC 0.10% Reduce -1.6% 3,248 $800K
Advisortrust Partners, LLC 0.35% — 3,247 $799K
Ironwood Financial, llc 0.14% Reduce -13.4% 3,055 $799K
NWK Group, Inc. 0.28% Reduce -5.7% 3,243 $798K
Cadence Bank 0.05% Reduce -0.1% 3,242 $798K
RPG Investment Advisory, LLC 0.09% Add +5.2% 3,239 $797K
Biltmore Family Office, LLC 0.11% Add +2.6% 3,239 $797K
Center for Financial Planning, Inc. 0.08% Add +1.0% 3,238 $797K
Roundview Capital LLC 0.05% Add +71.9% 3,231 $795K
Horrell Capital Management, Inc. 0.35% No change 3,225 $794K
Cultivar Capital, Inc. 0.51% Reduce -1.7% 3,213 $791K
Xxi Wealth, LLC 0.48% — 3,200 $788K
Bearing Point Capital, LLC 0.12% Add +3.7% 3,195 $786K
DKM Wealth Management, Inc. 0.59% Reduce -0.9% 3,191 $785K
Sachetta, LLC 0.43% Reduce -13.9% 3,188 $785K
McGuire Investment Group, LLC 0.08% No change 3,185 $784K
Procyon Advisors, LLC 0.04% Reduce -0.5% 3,180 $783K
Ballew Advisors, Inc 0.44% Add +0.0% 2,988 $781K
Copia Wealth Management 0.56% Add +2.1% 3,172 $781K
New Republic Capital, LLC 0.21% Add +0.1% 3,163 $779K
Stronghold Wealth Management L.L.C. 1.15% — 3,161 $778K
Acorn Financial Advisory Services Inc. 0.11% Reduce -1.7% 3,144 $774K
FSM Wealth Advisors, LLC 0.11% Reduce -4.3% 3,137 $772K
Cascade Financial Partners, LLC 0.08% Add +10.3% 3,135 $772K
Welch Group, LLC 0.03% Add +41.9% 3,135 $772K
JDM Financial Group LLC 0.30% Reduce -1.9% 3,132 $771K
Waterloo Capital, L.P. 0.06% Add +184.3% 3,125 $769K
Transcend Capital Advisors, LLC 0.06% Reduce -34.6% 3,118 $768K
Insight 2811, Inc. 0.34% Reduce -5.1% 3,115 $767K
Tilson Financial Group, Inc. 0.24% Add +0.3% 3,113 $766K
Gilpin Wealth Management, LLC 0.61% — 3,108 $765K
Investors Research Corp 0.14% No change 3,108 $765K
Perkins Coie Trust Co 0.14% No change 3,105 $764K
Earned Wealth Advisors, LLC 0.05% Add +18.6% 3,101 $763K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +75.2% 3,101 $763K
Ritter Daniher Financial Advisory LLC / DE 0.13% No change 3,096 $762K
Private Wealth Group, LLC 0.36% No change 3,091 $761K
Iowa State Bank 0.14% No change 3,090 $761K
Pioneer Trust Bank N A 0.18% No change 3,085 $759K
Acima Private Wealth, LLC 0.24% No change 3,081 $758K
VeraBank, N.A. 0.14% Reduce -4.2% 3,079 $758K
Dearborn Partners LLC 0.04% No change 3,079 $758K
Jackson Hole Capital Partners, LLC 0.13% No change 3,077 $757K
Arrowroot Family Office, LLC 0.28% Reduce -35.1% 3,071 $756K
Rothschild Wealth LLC 0.07% Add +4.2% 3,071 $756K
Lee Danner & Bass Inc. 0.05% Add +2.7% 3,068 $755K
Windsor Capital Management, LLC 0.22% Reduce -11.7% 3,064 $754K
NLB Skladi, upravljanje premozenja, d.o.o. 0.03% — 3,061 $753K
First International Bank of Israel Ltd. 0.36% Reduce -10.0% 3,059 $753K
Linscomb Wealth, Inc. 0.03% Reduce -3.1% 3,054 $752K
Columbia Bank 0.21% No change 3,049 $751K
Gen-Wealth Partners Inc 0.24% No change 3,047 $750K
Anchyra Partners LLC 0.23% — 3,035 $747K
Chesley Taft & Associates LLC 0.03% Add +37.8% 3,030 $746K
Westfuller Advisors, LLC 0.30% Add +0.3% 3,009 $741K
Quartz Partners, LLC 0.28% Add +37.6% 3,007 $740K
Gilliland Jeter Wealth Management LLC 0.22% Reduce -0.1% 3,004 $739K
Leo Wealth, LLC 0.05% Add +1.1% 3,003 $739K
Great Lakes Advisors, LLC 0.01% Add +13.1% 3,002 $739K
DCF Advisers, LLC 0.24% No change 3,000 $738K
Defender Capital, LLC. 0.24% New 3,000 $738K
Primoris Wealth Advisors, LLC 0.44% Reduce -86.9% 2,976 $737K
Blodgett Wealth Advisors, LLC 0.51% No change 2,995 $737K
Seneca House Advisors 0.28% Add +64.6% 2,994 $737K
Providence Financial Advisors, LLC 0.73% Reduce -26.1% 2,980 $733K
Raleigh Capital Management Inc. 0.27% New 2,976 $732K
O'Brien Greene & Co. Inc 0.22% Reduce -6.3% 2,975 $732K
Stanich Group LLC 0.55% No change 2,969 $731K
Endeavor Private Wealth, Inc. 0.21% Reduce -7.6% 2,964 $730K
Clarkston Capital Partners, LLC 0.02% No change 2,950 $726K
Certified Advisory Corp 0.07% Reduce -0.4% 2,945 $725K
Ti-Trust, Inc. 0.45% Reduce -5.5% 2,933 $722K
IAG Wealth Partners, LLC 0.08% Add +8.1% 2,932 $722K
W1M Asset Management Ltd 0.01% New 2,931 $722K
Narwhal Capital Management 0.05% Reduce -0.4% 2,926 $720K
M. Kraus & Co 0.20% No change 2,925 $720K
Bank of New Hampshire 0.16% Reduce -29.7% 2,920 $719K
Diversified Management Inc. 0.17% — 2,916 $718K
Goldstein Advisors, LLC 0.08% Add +11.3% 2,916 $718K
Washington Capital Management, Inc. 0.58% Reduce -58.1% 2,910 $716K
Park Edge Advisors, LLC 0.16% Add +44.3% 2,905 $715K
Wealthgarden F.S. LLC 0.47% No change 2,708 $715K
Shoker Investment Counsel, Inc. 0.21% Add +0.1% 2,901 $714K
NCM Capital Management, LLC 0.26% Reduce -2.5% 2,894 $712K
Integris Wealth Management, LLC 0.16% Reduce -0.9% 2,890 $711K
Gerber Kawasaki Wealth & Investment Management 0.02% Reduce -73.2% 2,872 $707K
Okabena Investment Services Inc. 0.13% No change 2,870 $706K
Drexel Morgan & Co. 0.11% No change 2,866 $705K
Fortitude Family Office, LLC 0.16% No change 2,859 $704K
Boston Common Asset Management, LLC 0.04% New 2,852 $702K
Clear Harbor Asset Management, LLC 0.05% Add +150.7% 2,850 $702K
Ellis Investment Partners, LLC 0.12% Reduce -2.4% 2,850 $702K
Fell Capital Management 0.68% — 2,845 $700K
Destiny Wealth Partners, LLC 0.08% Reduce -0.9% 2,649 $699K
Sharp Wealth Advisory, LLC 0.35% Reduce -5.1% 2,840 $699K
Aberdeen Group plc 0.00% New 2,811 $692K
Balboa Wealth Partners 0.11% No change 2,801 $689K
USA Financial Formulas 0.13% Reduce -6.9% 2,791 $687K
Kohmann Bosshard Financial Services, LLC 0.06% Reduce -3.9% 2,789 $687K
Schrum Private Wealth Management LLC 0.51% No change 2,783 $685K
Blake Schutter Theil Wealth Advisors, LLC 0.56% No change 2,780 $684K
Elm Partners Management LLC 0.03% Add +22.8% 2,772 $682K
Principle Wealth Partners LLC 0.04% Add +12.2% 2,766 $681K
Buck Wealth Strategies, LLC 0.09% New 2,764 $680K
Morse Asset Management, Inc 0.14% No change 2,762 $680K
Sovran Advisors, LLC 0.06% Add +19.6% 2,560 $680K
TAGStone Capital, Inc. 0.25% Reduce -2.2% 2,756 $678K
True North Advisors, LLC 0.09% Add +2.4% 2,752 $677K
Black Swift Group, LLC 0.11% Add +83.3% 2,750 $677K
Independent Wealth Network Inc. 0.21% Add +9.3% 2,737 $674K
SkyOak Wealth, LLC 0.12% No change 2,736 $673K
Capital Analysts, LLC 0.02% Reduce -2.1% 2,734 $673K
Round Rock Advisors LLC 0.10% Reduce -4.0% 2,734 $673K
Forza Wealth Management, LLC 0.24% No change 2,732 $673K
Frank, Rimerman Advisors LLC 0.04% Add +8.1% 2,732 $673K
Northstar Financial Companies, Inc. 0.53% Add +16.9% 2,727 $671K
Richardson Financial Services Inc. 0.22% Add +10.8% 2,725 $671K
BBR Partners, LLC 0.04% Reduce -6.8% 2,722 $670K
Nicolet Advisory Services, LLC 0.04% Reduce -2.8% 2,554 $668K
Elyxium Wealth, LLC 0.18% Add +0.0% 2,702 $665K
BigSur Wealth Management LLC 0.16% No change 2,700 $665K
Upper Left Wealth Management, LLC 0.41% Reduce -4.4% 2,699 $664K
Shared Vision Wealth Group LLC 0.27% Reduce -14.0% 2,507 $662K
Golden State Wealth Management, LLC 0.07% Add +0.1% 2,682 $660K
AAF Wealth Management, LLC 0.28% Reduce -4.2% 2,669 $657K
Financial Management Network Inc. 0.10% Add +0.0% 2,637 $656K
JNBA Financial Advisors 0.06% Reduce -0.8% 2,665 $656K
Private Capital Management, LLC 0.06% Reduce -7.6% 2,664 $656K
Shepherd Financial Partners LLC 0.06% Add +2.9% 2,661 $655K
Elevation Point Wealth Partners, LLC 0.03% Reduce -42.2% 2,660 $655K
V2 Financial group LLC 0.32% Add +0.1% 2,651 $653K
Woodside Wealth Management LLC 0.49% No change 2,650 $652K
Congress Asset Management Co. 0.00% No change 2,650 $652K
Independent Wealth Advisors LLC 0.68% — 2,642 $650K
Hudson Portfolio Management LLC 0.56% Reduce -3.3% 2,640 $650K
Mengis Capital Management, Inc. 0.12% Reduce -0.8% 2,632 $648K
Financial Partners Group, Inc 0.07% Add +0.1% 2,491 $647K
Cornerstone Select Advisors, LLC 0.45% Reduce -4.3% 2,617 $644K
Advus Financial Partners, LLC 0.16% Reduce -2.0% 2,614 $644K
M1 Capital Management LLC 0.27% Reduce -17.8% 2,610 $643K
Madison Wealth Partners, Inc 0.12% Add +19.4% 2,609 $642K
Antonelli Financial Advisors, LLC 0.42% No change 2,606 $641K
Ducere Wealth Management LLC 0.25% — 2,602 $641K
Lynch & Associates 0.12% No change 2,600 $640K
First City Capital Management, Inc. 0.34% Reduce -3.7% 2,597 $639K
CGN Advisors LLC 0.05% Add +0.3% 2,592 $638K
Ritholtz Wealth Management 0.01% Reduce -6.2% 2,585 $636K
Journey Beyond Wealth, LLC 0.51% Add +2.1% 2,580 $635K
Beta Wealth Group, Inc. 0.26% Reduce -3.9% 2,579 $635K
Guidance Point Advisors, LLC 0.15% Add +120.4% 2,576 $635K
JGP Wealth Management, LLC 0.07% Add +106.1% 2,572 $633K
Winthrop Advisory Group LLC 0.05% Reduce -0.6% 2,568 $632K
Sard Wealth Management Group, LLC 0.35% Reduce -3.2% 2,567 $632K
Bigelow Investment Advisors, LLC 0.25% Reduce -10.9% 2,561 $631K
Genus Capital Management Inc. 0.07% Add +8.5% 2,554 $629K
Everhart Financial Group, Inc. 0.06% Reduce -3.9% 2,554 $629K
Smith Shellnut Wilson LLC 0.24% No change 2,550 $628K
Bienville Capital Management, LLC 0.10% Add +21.7% 2,536 $624K
Balefire, LLC 0.12% Reduce -21.2% 2,523 $621K
Baker Avenue Asset Management, LP 0.01% No change 2,519 $620K
Winthrop Capital Management, LLC 0.14% Add +0.2% 2,514 $619K
SOL Capital Management CO 0.06% Add +8.6% 2,516 $619K
LCW Services, LLC 0.33% — 2,512 $618K
Flaharty Asset Management, LLC 0.08% No change 2,512 $618K
Cooper Financial Group 0.07% New 2,511 $618K
Postrock Partners LLC 0.27% No change 2,506 $617K
RDA Financial Network 0.15% Reduce -0.2% 2,500 $615K
Garrison Point Advisors, LLC 0.27% No change 2,497 $615K
First PREMIER Bank 0.14% No change 2,489 $613K
Cyndeo Wealth Partners, LLC 0.03% No change 2,484 $611K
Alpha Advisors, LLC 0.47% Reduce -11.8% 2,484 $611K
Mainsail Asset Management, LLC 0.26% Add +0.3% 2,479 $610K
Canal Capital Management, LLC 0.09% Add +0.1% 2,477 $610K
American Investment Services, Inc. 0.14% No change 2,477 $610K
Raab & Moskowitz Asset Management LLC 0.13% No change 2,475 $609K
Beaton Management Co. Inc. 0.27% Add +1.2% 2,474 $609K
Old Second National Bank of Aurora 0.12% Reduce -2.2% 2,473 $609K
Discovery Capital Management, LLC / CT 0.03% Reduce -11.4% 2,469 $608K
Rockbridge Investment Management, LCC 0.06% Reduce -33.0% 2,467 $607K
Ullmann Wealth Partners Group, LLC 0.06% No change 2,464 $607K
Sapient Capital LLC 0.01% Add +11.9% 2,446 $607K
Bangor Savings Bank 0.05% Add +0.7% 2,459 $605K
East Coast Asset Management, LLC. 0.18% Reduce -0.0% 2,458 $605K
Independent Advisor Alliance 0.01% Add +25.9% 2,457 $605K
Chesapeake Asset Management LLC 0.50% No change 2,455 $604K
Urban Financial Advisory Corp 0.23% Add +0.4% 2,431 $598K
Canandaigua National Trust Co of Florida 0.37% Reduce -2.5% 2,426 $597K
Berger Financial Group, Inc 0.03% Reduce -3.1% 2,419 $595K
Laurel Oak Wealth Management, LLC 0.10% — 2,414 $594K
Tiemann Investment Advisors, LLC 0.23% Reduce -56.6% 2,412 $594K
Baker Ellis Asset Management LLC 0.07% No change 2,409 $593K
Buckhead Capital Management LLC 0.21% Add +83.0% 2,396 $590K
Evelyn Partners Investment Management LLP 0.02% No change 2,395 $590K
Kintra Wealth, LLC 0.08% New 2,392 $589K
Wise Wealth Partners 0.84% No change 2,378 $585K
Hohimer Wealth Management, LLC 0.08% No change 2,378 $585K
Cardinal Point Capital Management ULC 0.04% Reduce -25.3% 2,370 $583K
Rare Wolf Capital LLC 0.36% — 2,369 $583K
Carrera Capital Advisors 0.10% Reduce -0.1% 2,360 $581K
Cypress Capital Group 0.07% No change 2,359 $581K
Curry Webb Wealth Management LLC 0.29% — 2,356 $580K
Granite Bay Wealth Management, LLC 0.14% Reduce -10.2% 2,329 $573K
Cordatus Wealth Management LLC 0.13% New 2,321 $571K
Adell Harriman & Carpenter Inc. 0.03% Reduce -3.0% 2,315 $570K
Baldwin Investment Management, LLC 0.06% No change 2,312 $569K
Tritonpoint Wealth, LLC 0.06% Reduce -27.4% 2,308 $568K
Heritage Investment Group, Inc. 0.09% Reduce -0.5% 2,302 $567K
Bellevue Group AG 0.01% No change 2,300 $566K
Kassira Wealth Management LLC 0.54% Reduce -0.0% 2,296 $565K
SeaBridge Investment Advisors LLC 0.09% No change 2,272 $559K
Rollins Financial Advisors, LLC 0.08% Add +11.1% 2,271 $559K
Brown Miller Wealth Management, LLC 0.15% Reduce -7.4% 2,269 $559K
Measured Risk Portfolios, Inc. 0.64% Add +0.2% 2,266 $558K
Bar Harbor Wealth Management 0.03% No change 2,256 $555K
Fiera Capital Corp 0.00% Reduce -44.3% 2,250 $554K
First Manhattan Co. Llc. 0.00% Reduce -6.5% 2,245 $553K
RoundAngle Advisors LLC 0.40% Reduce -4.7% 2,242 $552K
Sax Wealth Advisors, LLC 0.03% Add +7.7% 2,241 $552K
Ascentis Independent Advisors 0.09% Add +167.0% 2,232 $549K
Valor Advisors LLC 0.46% — 2,230 $549K
Grantvest Financial Group LLC 0.35% Reduce -6.0% 2,226 $548K
SHP Wealth Management 0.04% — 2,217 $546K
Midland Wealth Advisors, LLC 0.03% Reduce -3.5% 2,213 $545K
SeaCrest Wealth Management, LLC 0.06% Reduce -25.1% 2,128 $544K
LRI Investments, LLC 0.04% Reduce -19.3% 2,206 $543K
Compass Financial Group, Inc. (Ohio) 0.40% — 2,204 $543K
Commonwealth Financial Services, LLC 0.09% Add +2.5% 2,204 $542K
Penney Financial, LLC 0.21% No change 2,203 $542K
Triad Wealth Partners, LLC 0.05% Add +13.6% 2,200 $542K
Kondo Wealth Advisors, Inc. 0.21% Reduce -0.1% 2,197 $541K
Donaldson Capital Management, LLC 0.02% Reduce -21.8% 2,190 $539K
Retirement Investment Advisors, Inc. 0.04% Reduce -6.1% 2,177 $536K
Stone Summit Wealth LLC 0.15% Reduce -3.3% 2,176 $536K
ORG Partners LLC 0.10% Add +0.6% 2,175 $535K
Obsidian Cio, LLC 0.79% Reduce -39.4% 7,845 $535K
Mascoma Wealth Management LLC 0.11% No change 2,167 $533K
Liberty Capital Management, Inc. 0.10% Add +133.1% 2,161 $532K
Hoxton Planning & Management, LLC 0.16% Reduce -4.0% 2,160 $532K
Tran Capital Management, L.P. 0.06% Add +3.3% 2,159 $531K
Levin Capital Strategies, L.P. 0.05% Reduce -14.5% 2,158 $531K
Whalerock Point Partners, LLC 0.10% Reduce -8.5% 2,156 $531K
James J. Burns & Company, LLC 0.07% Add +0.1% 2,147 $528K
Olympiad Research LP 1.40% Reduce -82.0% 2,145 $528K
Prelude Capital Management, LLC 0.04% Reduce -82.0% 2,145 $528K
Cortland Associates Inc. 0.07% No change 2,143 $528K
Wescott Financial Advisory Group, LLC 0.05% Add +5.2% 2,141 $527K
Breachway Investments LLC 0.55% — 2,135 $526K
Howe & Rusling Inc. 0.03% Add +39.7% 2,122 $522K
Samalin Investment Counsel, LLC 0.19% Add +6.7% 2,121 $522K
Blackston Financial Advisory Group, LLC 0.32% Reduce -17.1% 2,114 $520K
Summit Investment Advisory Services, LLC 0.20% No change 2,114 $520K
Capital Asset Advisory Services LLC 0.02% Add +1.0% 2,031 $520K
Up Strategic Wealth Investment Advisors LLC 0.38% No change 1,960 $519K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 2,108 $519K
Wellington-Altus USA Inc. 0.38% — 2,106 $518K
Moneywise, Inc. 0.22% New 2,105 $518K
Trillium Asset Management, LLC 0.02% No change 2,106 $518K
Cassady Wealth & Retirement Planning, LLC 0.34% — 2,103 $518K
Pier 88 Investment Partners LLC 0.59% Add +10.5% 2,100 $517K
Valtrion Capital Management, LLC 0.51% No change 2,097 $516K
Gables Capital Management Inc. 0.22% Reduce -0.7% 2,088 $514K
Journey Advisory Group, LLC 0.04% Reduce -2.3% 2,088 $514K
KRS Capital Management, LLC 0.29% Reduce -0.7% 2,073 $510K
Activest Wealth Management 0.10% Reduce -62.1% 2,073 $510K
Clifford Swan Investment Counsel LLC 0.02% Add +0.7% 2,072 $510K
South Plains Financial, Inc. 0.30% No change 2,070 $510K
Warner Financial, Inc. 0.18% Add +8.6% 2,064 $508K
Kaizen Financial Strategies 0.22% Add +0.1% 2,062 $508K
Integral Investment Advisors, Inc. 0.13% Reduce -28.3% 2,062 $508K
Cypress Wealth Services, LLC 0.07% Add +59.2% 2,060 $507K
ABLE Financial Group, LLC 0.10% Add +0.3% 2,056 $506K
Stelac Advisory Services LLC 0.18% No change 2,043 $503K
Chilton Investment Co. Inc. 0.01% Add +9.0% 2,043 $503K
Krilogy Financial LLC 0.02% Add +13.6% 1,903 $502K
Argus Investors' Counsel, Inc. 0.40% No change 2,038 $502K
Costello Asset Management, INC 0.17% Add +0.1% 2,037 $501K
Fourpath Capital Management, LLC 0.07% No change 2,031 $500K
Camarda Financial Advisors, LLC 0.19% New 2,027 $499K
Phillips Financial Management, LLC 0.03% Add +1.3% 2,026 $499K
Myriad Asset Management US LP 0.83% New 2,025 $498K
Bluesphere Advisors LLC 0.22% Reduce -18.5% 2,020 $497K
Uptick Partners, LLC 0.11% Reduce -1.9% 2,016 $496K
Guardsman Private Capital Management, Inc. 0.40% — 2,016 $496K
Optivise Advisory Services LLC 0.29% Reduce -16.4% 2,015 $496K
Cypress Financial Planning LLC 0.14% Reduce -0.9% 1,999 $496K
Mayfair Advisory Group, LLC 0.19% No change 1,990 $495K
Keb Asset Management, LLC 0.10% No change 2,011 $495K
Howland Capital Management LLC 0.02% Reduce -0.5% 2,006 $494K
Magnus Financial Group LLC 0.04% Add +3.7% 2,004 $493K
Legal & General Group Plc 0.00% Reduce -50.8% 2,000 $492K
RH Tailwind Management, LLC 0.50% — 2,000 $492K
BCS Private Wealth Management, Inc. 0.17% Reduce -0.8% 2,000 $492K
Integrity Investment Advisors, LLC 0.27% New 1,999 $492K
Pinion Investment Advisors, LLC 0.12% Reduce -4.1% 1,990 $490K
Birinyi Associates Inc. 0.12% New 1,985 $489K
Vista Investment Management 0.16% Reduce -2.1% 1,984 $488K
Princeton Global Asset Management LLC 0.08% Add +0.1% 1,982 $488K
Stratos Investment Management, LLC 0.02% Reduce -40.8% 1,979 $487K
Stegner Investment Associates Inc. 0.26% Reduce -7.7% 1,977 $487K
Pitcairn Wealth Advisors LLC 0.04% — 1,977 $487K
Moment Partners, LLC 0.10% Reduce -11.4% 1,976 $486K
Hummer Financial Advisory Services Inc 0.34% No change 1,975 $486K
Chancellor Financial Group WB LP 0.33% Reduce -0.8% 1,975 $486K
Thayer Partners, LLC / MA 0.24% — 1,971 $485K
Schusterman Interests, LLC 0.11% New 1,970 $485K
Argyle Capital Partners, LLC 0.35% Add +3.3% 1,955 $481K
Cahaba Wealth Management, Inc. 0.03% Add +0.3% 1,950 $480K
Wealthquest Corp 0.04% New 1,948 $480K
Saiph Capital, LLC 0.17% Reduce -10.8% 1,947 $479K
Pandora Wealth, Inc. 0.29% No change 1,942 $478K
Heritage Oak Wealth Advisors LLC 0.18% New 1,933 $476K
Ransom Advisory, Ltd 0.19% New 1,930 $475K
Signal Advisors Wealth, LLC 0.04% Reduce -8.7% 1,928 $475K
Cannon Capital Management, Inc. 0.42% — 1,923 $473K
Guardian Capital, LLC 0.42% — 1,915 $471K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -64.5% 1,914 $471K
Redmont Wealth Advisors LLC 0.71% No change 1,903 $468K
Boyum Wealth Architects LLC 0.22% Reduce -14.4% 1,767 $468K
Colonial Trust Co / SC 0.06% No change 1,897 $467K
Madden Advisory Services, Inc. 0.19% Reduce -5.9% 1,897 $467K
Market Street Wealth Management Advisors LLC 0.07% No change 1,892 $466K
SFG Wealth Management, LLC. 0.18% Reduce -21.7% 1,891 $466K
Tennessee Valley Asset Management Partners 0.06% Reduce -7.4% 1,888 $465K
OneAscent Financial Services LLC 0.04% Reduce -29.9% 1,886 $464K
Addison Capital Co 0.12% Reduce -15.0% 1,881 $463K
Leigh Baldwin & Co., LLC 0.30% Add +18.0% 1,881 $463K
Warner Group LLC 0.29% Add +46.3% 1,880 $463K
Eagle Wealth Strategies LLC 0.22% New 1,879 $463K
Geneva Partners, LLC 0.16% Add +0.1% 1,879 $462K
Bedminster, LLC 0.42% — 1,878 $462K
Grandfield & Dodd, LLC 0.03% No change 1,871 $461K
Little House Capital LLC 0.11% No change 1,858 $457K
Adkins Seale Capital Management LLC 0.45% — 1,856 $457K
Trust Co. of Oklahoma 0.13% No change 1,850 $455K
TPG Financial Advisors, LLC 0.15% Add +6.8% 1,847 $455K
Allstreet Capital Advisors LLC 0.33% — 1,846 $454K
RPS Advisory Solutions LLC 0.21% Reduce -2.1% 1,840 $453K
Beese Fulmer Investment Management, Inc. 0.03% No change 1,835 $452K
Summit Wealth Group, LLC 0.11% Reduce -7.8% 1,834 $451K
Concord Wealth Partners 0.06% Reduce -14.6% 1,826 $449K
Fiduciary Group, LLC 0.04% Reduce -8.3% 1,825 $449K
Infrastructure Capital Advisors, LLC 0.07% Add +121.4% 1,824 $449K
West Michigan Advisors, LLC 0.10% Add +15.1% 1,819 $448K
Register Financial Advisors LLC 0.17% Reduce -4.8% 1,815 $447K
Kelman-Lazarov, Inc. 0.06% No change 1,815 $447K
Brown Financial Advisory 0.23% No change 1,811 $446K
Bank of Hawaii 0.02% Add +9.0% 1,810 $446K
Lavelle Capital LP 0.28% — 1,806 $445K
FLC Capital Advisors 0.08% Add +35.2% 1,805 $444K
Coastal Bridge Advisors, LLC 0.03% No change 1,804 $444K
Quent Capital, LLC 0.03% Reduce -4.3% 1,798 $443K
West Paces Advisors Inc. 0.09% Reduce -0.7% 1,794 $442K
Collar Capital Management, LLC 0.29% Reduce -0.6% 1,791 $441K
Amplius Wealth Advisors, LLC 0.04% Reduce -6.9% 1,791 $441K
Northeast Investment Management 0.02% No change 1,790 $441K
Arvest Investments, Inc. 0.06% Reduce -12.8% 1,784 $439K
Foster Dykema Cabot & Partners, LLC 0.03% Reduce -0.3% 1,777 $437K
TrustBank 0.18% — 1,775 $437K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 1,770 $436K
Marin Bay Wealth Advisors, LLC 0.25% — 1,769 $435K
Blueline Advisors LLC 0.35% — 1,766 $435K
Heritage Financial Services, LLC 0.04% Reduce -2.0% 1,766 $435K
Conservest Capital Advisors, Inc. 0.04% Add +0.2% 1,764 $434K
Encompass Wealth Advisors, LLC 0.15% No change 1,761 $433K
City National Bank of Florida 0.28% No change 1,760 $433K
Flagstone Financial Management 0.11% No change 1,758 $433K
Mainstay Capital Management LLC 0.03% Reduce -17.4% 1,758 $433K
Abacus Wealth Partners, LLC 0.04% Reduce -3.0% 1,757 $433K
First American Trust, FSB 0.03% Add +7.6% 1,756 $432K
Birchbrook, Inc. 0.22% Add +18.5% 1,754 $432K
Red Door Wealth Management, LLC 0.04% Add +0.1% 1,753 $431K
Financial Life Planners 0.31% Add +1.4% 1,752 $431K
ELCO Management Co., LLC 0.27% Add +1.2% 1,750 $431K
Amicus Financial Advisors, LLC 0.12% — 1,739 $428K
AssuredPartners Investment Advisors, LLC 0.06% New 1,739 $428K
Sharkey, Howes & Javer 0.05% Reduce -2.7% 1,735 $427K
Professional Advisory Services Inc. 0.05% No change 1,735 $427K
One Wealth Advisors, LLC 0.05% New 1,734 $427K
49 Wealth Management, LLC 0.03% Reduce -5.5% 1,733 $427K
Zullo Investment Group, Inc. 0.16% No change 1,727 $425K
Legacies Wealth LLC 0.24% Add +869.5% 1,716 $422K
Advocate Group LLC 0.07% No change 1,716 $422K
Detalus Advisors, LLC 0.10% No change 1,715 $422K
Wealthstar Advisors, LLC 0.23% Reduce -1.8% 1,714 $422K
Waystone Advisors LLC 0.36% — 1,713 $422K
Innova Wealth Partners 0.21% Add +27.6% 1,704 $419K
True Vision MN LLC 0.21% Reduce -1.6% 1,701 $419K
Atlas Private Wealth Advisors 0.10% Reduce -0.1% 1,699 $418K
Smallwood Wealth Investment Management, LLC 0.22% Reduce -0.5% 1,695 $417K
Rockwood Wealth Management, LLC 0.03% Reduce -4.0% 1,695 $417K
Walsh & Associates, LLC 0.41% — 1,695 $417K
Natural Investments, LLC 0.10% New 1,695 $417K
Arthur M. Cohen & Associates, LLC 0.07% No change 1,694 $417K
Total Wealth Planning & Management, Inc. 0.33% — 1,692 $417K
Tradewinds, LLC. 0.10% Reduce -5.3% 1,690 $416K
North Capital, Inc. 0.36% Add +2.4% 1,687 $415K
Castle Wealth Management LLC 0.14% Add +20.6% 1,683 $414K
Private Client Services, LLC 0.13% Add +15.2% 1,683 $414K
Octavia Wealth Advisors, LLC 0.04% Reduce -2.2% 1,674 $412K
TCI Wealth Advisors, Inc. 0.02% Reduce -11.0% 1,673 $412K
Xcel Wealth Management, LLC 0.11% No change 1,671 $411K
Purkiss Capital Advisors LLC 0.19% Reduce -9.3% 1,668 $411K
Pflug Koory, LLC 0.19% No change 1,665 $410K
Beacon Capital Management, LLC 0.06% Reduce -9.3% 1,662 $409K
S.A. Mason LLC 0.16% No change 1,660 $409K
Afg Fiduciary Services Limited Partnership 0.24% No change 1,639 $408K
RiverFront Investment Group, LLC 0.01% Reduce -15.9% 1,655 $407K
Sage Financial Group Inc. 0.03% No change 1,654 $407K
Jordan Park Group LLC 0.02% Reduce -41.0% 1,653 $407K
Inlet Private Wealth, LLC 0.09% No change 1,649 $406K
Quadrant Private Wealth Management, LLC 0.07% No change 1,648 $406K
Midwest Financial Group LLC 0.18% Reduce -1.8% 1,648 $406K
PVG Asset Management Corp. 0.86% New 1,646 $405K
D.B. Root & Company, LLC 0.10% Add +0.5% 1,645 $405K
Flower City Capital 0.21% No change 1,644 $405K
Horizon Investments, LLC 0.01% Reduce -98.7% 1,644 $405K
Washington Trust Bank 0.03% Add +53.1% 1,643 $404K
Retirement Income Solutions, Inc. 0.07% No change 1,639 $403K
Omnia Family Wealth, LLC 0.12% Reduce -93.9% 1,638 $403K
Legend Capital Advisors LLC 0.22% — 1,637 $403K
Westover Capital Advisors, LLC 0.07% Add +0.2% 1,632 $402K
Meritage Portfolio Management 0.03% Add +0.5% 1,630 $401K
Truepoint, Inc. 0.01% No change 1,629 $401K
Investmark Advisory Group LLC 0.17% Add +0.1% 1,622 $399K
Gemmer Asset Management LLC 0.03% Reduce -19.4% 1,619 $399K
Klingenstein Fields & Co. LP 0.01% No change 1,619 $399K
Vickerman Investment Advisors, Inc. 0.08% Reduce -1.5% 1,617 $398K
Stonehage Fleming Financial Services Holdings Ltd 0.01% No change 1,616 $398K
Tenon Financial LLC 0.17% No change 1,614 $397K
Harrington Investments, INC 0.20% No change 1,610 $396K
Cynosure Group, LLC 0.04% Add +69.6% 3,334 $396K
Sterling Capital Management LLC 0.01% Reduce -2.4% 1,607 $396K
LMCG Investments, LLC 0.02% Reduce -2.1% 1,606 $395K
Nicollet Investment Management, Inc. 0.12% No change 1,599 $394K
Successful Portfolios LLC 0.20% Reduce -0.3% 1,514 $394K
McMillan Office, Inc. 0.05% — 1,600 $394K
BNC Wealth Management, LLC 0.10% Add +7.3% 1,597 $393K
Polaris Investment Advisors, LLC 0.28% — 1,590 $391K
Apollon Financial, LLC 0.06% Add +0.3% 1,588 $391K
Wealthcare Capital Partners, LLC 0.18% Add +2.2% 1,587 $391K
KilterHowling LLC 0.20% Add +0.3% 1,585 $390K
Nichols & Pratt Advisers LLP 0.02% No change 1,585 $390K
Plan A Wealth LLC 0.19% Reduce -5.9% 1,583 $390K
Fairview Capital Investment Management, LLC 0.02% Reduce -0.6% 1,583 $390K
Trek Financial, LLC 0.02% Reduce -42.2% 1,581 $389K
180 Wealth Advisors, LLC 0.04% Reduce -0.5% 1,578 $388K
Exchange Bank 0.27% Reduce -47.3% 1,576 $388K
Griffin Asset Management, Inc. 0.04% Add +42.0% 1,575 $388K
BOS Asset Management, LLC 0.10% No change 1,574 $387K
Ridge Creek Global, Inc 0.32% — 1,570 $387K
Peoples Bank 0.39% No change 1,569 $386K
InvesTrust 0.15% Add +1.0% 1,553 $382K
Wellington Shields Capital Management, LLC 0.06% Add +54.8% 1,553 $382K
Mirador Capital Partners LP 0.05% Reduce -10.7% 1,552 $382K
Insight Wealth Strategies, LLC 0.04% Add +0.3% 1,545 $380K
Whalen Wealth Management Inc. 0.20% New 1,542 $379K
Ipswich Investment Management Co., Inc. 0.09% New 1,540 $379K
Rovin Capital /Ut/ 0.10% Add +0.1% 1,537 $378K
Entrewealth, LLC 0.17% No change 1,425 $378K
Eagle Global Advisors LLC 0.01% Reduce -3.5% 1,530 $377K
Plotkin Financial Advisors, LLC 0.18% Reduce -12.5% 1,527 $376K
Seros Financial, LLC 0.22% New 1,527 $376K
Legacy Capital Wealth Partners, LLC 0.08% Add +0.3% 1,526 $376K
Rinkey Investments 0.10% Add +2.7% 1,526 $376K
McCollum Christoferson Group LLC 0.11% Add +1.8% 1,522 $375K
Cim Investment Management Inc. 0.10% No change 1,522 $375K
Eclectic Associates Inc. 0.06% Reduce -2.3% 1,518 $374K
Staley Capital Advisers Inc. 0.02% Reduce -1.6% 1,516 $373K
Ellevest, Inc. 0.05% Reduce -10.8% 1,512 $372K
Latitude Advisors, LLC 0.16% Reduce -11.7% 1,510 $372K
Spirepoint Private Client, LLC 0.04% No change 1,505 $370K
Gallacher Capital Management LLC 0.14% New 1,505 $370K
Breakwater Investment Management 0.13% No change 1,504 $370K
Praetorian Wealth Management, Inc. 0.07% New 1,502 $370K
Stokes Family Office, LLC 0.03% Reduce -1.4% 1,502 $370K
Gutierrez Wealth Advisory, LLC 0.23% Add +0.3% 1,502 $370K
Pasadena Private Wealth, LLC 0.05% No change 1,500 $369K
Marshall Financial Group, LLC 0.07% No change 1,499 $369K
ExodusPoint Capital Management, LP 0.00% Reduce -68.1% 1,497 $369K
Asset One Wealth Management LLC 0.05% — 1,404 $368K
Austin Wealth Management, LLC 0.05% No change 1,425 $368K
Genesis Wealth Advisors, LLC 0.25% Reduce -1.3% 1,491 $367K
JBR Co Financial Management Inc 0.15% Add +1.1% 1,490 $367K
Smart Portfolios, LLC 0.36% Add +7.1% 1,487 $366K
Charles Schwab Trust Co 0.02% Add +1.4% 1,480 $364K
Daner Wealth Management, LLC 0.22% No change 1,363 $363K
Allen Mooney & Barnes Investment Advisors LLC 0.05% Add +0.1% 1,473 $363K
G2 Capital Management, LLC / Oh 0.09% No change 1,469 $362K
Strategic Equity Management 0.12% New 1,468 $361K
Interchange Capital Partners, LLC 0.07% No change 1,467 $361K
Seelaus Asset Management LLC 0.29% Add +5.4% 1,461 $360K
Denver PWM, LLC 0.12% No change 1,661 $358K
Constant Guidance Financial LLC 0.25% New 522 $358K
Fortis Capital Advisors, LLC 0.05% Add +0.1% 1,451 $357K
Bedell Frazier Investment Counselling, LLC 0.07% Reduce -97.3% 1,442 $355K
Omega Financial Group, LLC 0.12% Add +0.1% 1,436 $354K
Shrier Wealth Management, LLC 0.14% — 1,435 $353K
Elevation Wealth Partners, LLC 0.13% No change 1,435 $353K
Friedenthal Financial 0.18% Reduce -9.3% 1,434 $353K
KW Wealth Management LLC 0.54% Add +4.5% 1,432 $353K
Lauterbach Financial Advisors, LLC 0.17% Add +37.7% 1,429 $352K
Jackson Square Capital, LLC 0.07% Reduce -92.5% 1,429 $352K
Prosperity Planning, Inc. 0.13% Reduce -9.5% 1,425 $351K
Dala Group, LLC 0.30% — 1,424 $351K
Trueblood Wealth Management, LLC 0.14% Add +0.2% 1,422 $350K
Wallace Advisory Group, LLC 0.37% Add +0.5% 1,420 $350K
Redwood Family Wealth LLC 0.35% — 1,420 $350K
Asio Capital, LLC 0.05% No change 1,418 $349K
Flagship Wealth Advisors, LLC 0.10% No change 1,415 $348K
Readystate Asset Management LP 0.03% New 1,411 $347K
Northbridge Financial Group, LLC 0.16% — 1,409 $347K
Valley Forge Investment Consultants Inc. Adv 0.10% No change 1,405 $346K
High Net Worth Advisory Group LLC 0.08% Reduce -7.6% 1,403 $345K
Fayez Sarofim & Co 0.00% No change 1,403 $345K
WealthBridge Investment Counsel Inc. 0.10% Reduce -0.4% 1,402 $345K
First Hawaiian Bank 0.05% Reduce -1.0% 1,401 $345K
DeLarme Wealth Management, Inc. 0.24% — 1,400 $345K
Ledyard National Bank 0.03% Reduce -3.7% 1,397 $344K
Wolff Wiese Magana LLC 0.19% Reduce -0.2% 1,396 $344K
Xponance LLC 0.00% Reduce -47.7% 1,393 $343K
Bath Savings Trust Co 0.03% Add +16.0% 1,392 $343K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -4.3% 1,391 $342K
ArchPoint Investors 0.08% No change 1,390 $342K
Albion Financial Group 0.02% Add +52.2% 1,382 $340K
Lake Street Private Wealth, LLC 0.04% Reduce -9.6% 1,381 $340K
Gateway Wealth Partners, LLC 0.04% Reduce -5.2% 1,380 $340K
Bay Capital Advisors, LLC 0.21% Add +3.8% 1,379 $340K
MRP Capital Investments, LLC 0.28% Add +31.6% 1,375 $338K
Piscataqua Savings Bank 0.24% No change 1,373 $338K
Goelzer Investment Management, Inc. 0.02% Reduce -26.5% 1,369 $337K
Koss-Olinger Consulting, LLC 0.03% Add +24.2% 1,362 $335K
Blankinship & Foster, LLC 0.07% No change 1,355 $334K
Running Point Capital Advisors, LLC 0.09% No change 1,354 $333K
Tassel Capital Management, Inc. 0.20% Reduce -2.6% 1,349 $332K
Investor's Fiduciary Advisor Network, LLC 0.07% Reduce -1.6% 1,350 $332K
Kessler Investment Group, LLC 0.14% Add +0.1% 1,344 $331K
Summit Wealth Group LLC / Co. 0.04% New 1,344 $331K
Objectivity Squared, LLC 0.18% Add +0.3% 1,343 $331K
Flynn Zito Capital Management, LLC 0.12% Add +2.1% 1,343 $331K
Wealthspire Retirement, LLC 0.02% Add +20.1% 1,341 $330K
BCGM Wealth Management, LLC 0.08% Add +0.1% 1,339 $330K
Main Street Group, LTD 0.11% Add +27.3% 1,338 $329K
Moulton Wealth Management, Inc. 0.31% New 1,323 $329K
SP Asset Management LLC 0.03% No change 1,337 $329K
Dunhill Financial, LLC 0.10% Reduce -9.2% 1,334 $328K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 1,238 $328K
MBA Advisors LLC 0.13% Reduce -7.0% 1,332 $328K
CCG Wealth Management, LLC 0.14% Reduce -1.9% 1,331 $328K
71 West Capital Partners 0.01% — 1,327 $327K
Kiker Wealth Management, LLC 10.79% Reduce -97.6% 1,322 $325K
Schroder Investment Management Group 0.00% No change 1,322 $325K
Bank Hapoalim BM 0.03% Reduce -16.1% 1,321 $325K
Financial Harvest, LLC 0.20% No change 1,319 $325K
Allred Capital Management, LLC 0.12% No change 1,314 $323K
Adirondack Trust Co. 0.11% Reduce -2.6% 1,312 $323K
Carter Financial Group, INC. 0.19% Reduce -0.1% 1,312 $323K
Grant Street Asset Management, Inc. 0.07% Reduce -13.2% 1,311 $323K
Community Bank of Raymore 0.22% No change 1,309 $322K
Wedgewood Investors Inc. 0.37% Reduce -1.2% 1,308 $322K
River Street Advisors LLC 0.12% No change 1,305 $321K
V. M. Manning & Co., Inc. 0.32% Reduce -19.2% 1,301 $320K
DiNuzzo Private Wealth, Inc. 0.03% No change 1,301 $320K
Meridian Management Co. 0.08% No change 1,300 $320K
Northeast Planning Associates, Inc. / NH / 0.23% Add +15.1% 1,297 $319K
Colter Lewis Investment Partners LLC 0.37% — 1,294 $319K
Park Capital Management, LLC / WI 0.23% No change 1,294 $319K
KFA Private Wealth Group, LLC 0.08% Add +0.6% 1,290 $318K
Burford Brothers, Inc. 0.13% Reduce -0.9% 1,289 $317K
Old Peak Finance LLC 0.20% — 1,287 $317K
Acute Investment Advisory, LLC 3.05% Reduce -17.4% 1,281 $315K
Monte Financial Group, LLC 0.12% Add +6.8% 1,281 $315K
Keudell/Morrison Wealth Management 0.07% — 1,272 $313K
Frisch Financial Group, Inc. 0.07% Add +0.2% 1,272 $313K
Front Street Capital Management, Inc. 0.04% No change 1,273 $313K
Mine & Arao Wealth Creation & Management, LLC. 0.12% Add +0.2% 1,270 $313K
True Link Financial Advisors, LLC 0.02% New 1,267 $312K
Aviance Capital Partners, LLC 0.04% No change 1,265 $311K
Traynor Capital Management, Inc. 0.02% Add +17.0% 1,260 $310K
Godfrey Financial Associates, Inc. 0.27% — 1,258 $310K
KWB Wealth 0.03% No change 1,258 $310K
Select Equity Group, L.P. 0.00% New 1,251 $308K
Pps&v Asset Management Consultants, Inc. 0.18% No change 1,250 $308K
Lincoln Capital LLC 0.06% No change 1,246 $307K
Vigil Wealth Management, LLC 0.25% — 1,245 $306K
Pure Portfolios Holdings LLC 0.09% Reduce -13.4% 1,244 $306K
Quarry Hill Advisors, LLC 0.14% No change 1,243 $306K
Zuckerman Investment Group, LLC 0.03% Reduce -1.7% 1,243 $306K
Birmingham Capital Management Co. Inc. 0.13% No change 1,240 $305K
Accelerate Investment Advisors LLC 0.21% No change 1,238 $305K
Tanglewood Legacy Advisors, LLC 0.11% Add +8.2% 1,236 $304K
Sage Capital Management, LLC 0.14% Add +0.1% 1,232 $304K
Elk River Wealth Management LLC 0.05% Add +1.4% 1,309 $304K
Romano Brothers and Company 0.03% Reduce -4.6% 1,233 $304K
ARS Wealth Advisors Group, LLC 0.03% No change 1,233 $304K
Acorn Wealth Advisors, LLC 0.09% Reduce -8.7% 1,233 $303K
Greenfield Savings Bank 0.13% No change 1,228 $302K
FC Advisory LLC 0.09% Add +0.1% 1,225 $302K
Van Strum & Towne Inc. 0.08% No change 1,225 $302K
M. Kulyk & Associates, LLC 0.06% No change 1,225 $302K
Capital Developers, LLC 0.27% — 1,223 $301K
Bogart Wealth, LLC 0.01% Add +23.6% 1,220 $300K
Maia Wealth LLC 0.05% Reduce -17.0% 1,154 $300K
Cliffwater LLC 0.06% No change 1,213 $299K
Burney Co./ 0.01% Reduce -7.9% 1,204 $296K
Mindset Wealth Management, LLC 0.08% Add +0.2% 1,203 $296K
Wolfstich Capital, LLC 0.27% No change 1,203 $296K
ZEGA Investments, LLC 0.06% Reduce -2.1% 1,202 $296K
YANKCOM Partnership 0.13% Add +0.2% 1,201 $296K
Florida Financial Advisors, LLC 0.08% Reduce -22.5% 1,199 $296K
CV Advisors LLC 0.08% Reduce -5.1% 1,200 $295K
Approach Retirement Advisors, LLC 0.25% — 1,200 $295K
Byrne Asset Management LLC 0.17% Reduce -18.6% 1,200 $295K
Atlantic Edge Private Wealth Management, LLC 0.07% No change 1,200 $295K
CFM Wealth Partners LLC 0.04% No change 1,199 $295K
Park Place Capital Corp 0.06% Add +453.7% 1,196 $294K
Ewa, LLC 0.07% New 1,194 $294K
Everett Harris & Co. 0.00% Add +11.0% 1,192 $293K
City State Bank 0.08% Reduce -0.8% 1,190 $293K
Turtle Creek Wealth Advisors, LLC 0.02% Reduce -0.3% 1,188 $292K
Dara Capital Us, Inc. 0.26% — 1,185 $292K
Beacon Bank & Trust 0.06% No change 1,182 $291K
Axis Wealth Partners, LLC 0.16% Reduce -2.1% 1,180 $291K
CNB Bank 0.12% No change 1,179 $290K
Mason Investment Advisory Services, Inc. 0.01% Add +0.3% 1,174 $289K
Noble Wealth Management PBC 0.14% Reduce -4.1% 1,168 $288K
NFSG Corp 0.04% Reduce -56.0% 1,167 $287K
Bci Securities, Inc. 2.47% — 1,164 $287K
CPC Advisors, LLC 0.03% No change 1,164 $287K
Roffman Miller Associates Inc. 0.02% Add +0.1% 1,164 $286K
Crown Wealth Group, LLC 0.08% Reduce -47.9% 1,162 $286K
Downshift Financial, LLC 0.18% — 1,119 $286K
Voisard Asset Management Group, Inc. 0.06% No change 1,161 $286K
KRM Wealth Management L.L.C. 0.16% — 1,158 $285K
Cascade Investment Group, Inc. 0.19% Reduce -4.4% 1,157 $285K
Generation Capital Management LLC 0.18% New 1,155 $284K
KMG Fiduciary Partners, LLC 0.02% Reduce -84.5% 1,152 $284K
Aviso Wealth Management 0.12% New 1,151 $283K
Nestegg Advisors, Inc. 0.24% Add +8.3% 1,150 $283K
Alpha Omega Wealth Management LLC 0.05% No change 1,150 $283K
Stablepoint Partners, LLC 0.04% Reduce -10.0% 1,147 $282K
Bank Ozk 0.10% Reduce -4.3% 1,146 $282K
Baron Silver Stevens Financial Advisors, LLC 0.04% Add +1.1% 1,146 $282K
Wealthcare Capital Management LLC 0.03% Add +1.8% 1,142 $281K
Atlas Capital Advisors Inc. 0.03% — 1,142 $281K
Portfolio Resources Advisor Group, Inc. 0.28% — 1,141 $281K
TruNorth Capital Management, LLC 0.05% No change 1,141 $281K
Chicago Wealth Management, Inc. 0.11% New 1,139 $280K
Macroview Investment Management LLC 0.19% Reduce -2.2% 1,139 $280K
Retirement Planning Co of New England, Inc. 0.11% Add +13.5% 1,138 $280K
Finivi Inc. 0.16% Reduce -1.7% 1,137 $280K
Canvas Wealth Advisors, LLC 0.05% Reduce -6.3% 1,135 $279K
Triton Wealth Management, PLLC 0.10% New 1,074 $279K
Kelsey Financial, LLC 0.24% — 1,133 $279K
Persium Advisors, LLC 0.20% No change 1,133 $279K
Concorde Asset Management, LLC 0.11% Reduce -11.7% 1,130 $278K
Straight Path Wealth Management 0.07% No change 1,130 $278K
Elmwood Wealth Management, Inc. 0.09% New 1,129 $278K
Stonebridge Financial Group, LLC 0.02% Add +2.2% 1,129 $278K
Retirement Wealth Solutions LLC 0.18% Add +3.1% 1,127 $278K
Maridea Wealth Management LLC 0.04% Add +4.9% 1,126 $277K
American Trust 0.02% Add +0.2% 1,125 $277K
Interactive Financial Advisors, Inc. 0.18% Reduce -8.1% 1,124 $277K
Forum Private Client Group LLC 0.09% Reduce -1.1% 1,116 $275K
Access Financial Services, Inc. 0.10% No change 1,114 $274K
Strategies Wealth Advisors, LLC 0.03% Reduce -56.0% 1,114 $274K
Storen Legacy Partners, LLC 0.09% — 1,107 $272K
Prosperity Financial Group, Inc. 0.10% Add +0.1% 1,105 $272K
Chapin Davis, Inc. 0.06% No change 1,105 $272K
Armstrong Advisory Group, Inc. 0.02% No change 1,104 $272K
Shade Tree Advisors LLC 0.21% New 1,100 $271K
Gerber, LLC 0.15% Reduce -15.7% 1,097 $270K
Central Valley Advisors, LLC 0.08% Reduce -63.4% 1,097 $270K
Pathway Financial Advisors LLC 0.03% No change 1,053 $270K
W Advisors, LLC 0.14% Add +23.5% 1,094 $269K
BCS Wealth Management 0.03% New 1,090 $268K
PDS Planning, Inc 0.02% No change 1,088 $268K
Brooklands Fund Management Ltd 0.14% — 2,501 $268K
United Community Bank 0.10% Reduce -20.4% 1,086 $267K
Peterson Wealth Management 0.20% Reduce -1.5% 1,085 $267K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.21% — 1,084 $267K
Kennicott Capital Management LLC 0.13% Reduce -12.8% 1,083 $267K
Rainier Family Wealth Inc. 0.20% Reduce -3.9% 1,076 $265K
Mach-1 Financial Group, LLC 0.05% New 1,075 $265K
Strategic Investment Management, LLC 0.13% Reduce -68.6% 1,070 $263K
BLB&B Advisors, LLC 0.01% New 1,070 $263K
Ring Mountain Capital, LLC 0.13% Add +0.1% 991 $263K
Stolz & Associates, PS 0.20% — 1,065 $262K
Wealth Group Ltd 0.06% No change 1,064 $262K
Accurate Wealth Management, LLC 0.03% Reduce -96.0% 1,001 $260K
Main Street Financial Solutions, LLC 0.02% Reduce -5.5% 1,057 $260K
O'ROURKE & COMPANY, Inc 0.10% New 1,056 $260K
Mountain Hill Investment Partners Corp. 0.19% Reduce -4.5% 1,054 $259K
Invst, LLC 0.03% New 1,054 $259K
Flywheel Private Wealth LLC 0.16% No change 1,051 $259K
Shufro Rose & Co. LLC 0.02% New 1,050 $258K
Old Mission Investment Co LLC 0.06% New 1,046 $257K
Sandhill Capital Partners LLC 0.02% Add +19.2% 1,045 $257K
Resources Management Corp. /CT/ 0.03% Add +104.3% 1,044 $257K
Global Assets Advisory, LLC 0.07% Reduce -0.4% 1,044 $257K
Connable Office Inc. 0.02% No change 1,044 $257K
Banque Transatlantique SA 0.01% No change 1,033 $257K
Strategic Financial Services, Inc. 0.01% No change 969 $257K
Viawealth, LLC 0.14% Reduce -71.2% 1,041 $256K
Shakespeare Wealth Management, LLC 0.06% Add +0.1% 1,037 $255K
Pictet North America Advisors SA 0.02% No change 1,036 $255K
Manuka Financial, LLC 0.16% No change 1,034 $255K
Cabot Wealth Management Inc. 0.03% Reduce -2.6% 1,030 $254K
Werba Rubin Papier Wealth Management 0.07% Reduce -18.5% 1,027 $253K
McIlrath & Eck, LLC 0.02% Reduce -3.4% 1,026 $253K
Armor Investment Advisors, LLC 0.09% No change 1,025 $252K
Ables, Iannone, Moore & Associates, Inc. 0.14% Add +13.1% 1,022 $252K
Sara-Bay Financial 0.07% No change 1,011 $251K
Unified Investment Management 0.25% No change 1,014 $250K
Northland Securities, Inc. 0.24% — 1,014 $250K
One Day In July LLC 0.02% Reduce -11.2% 1,014 $250K
Mullaney, Keating & Wright, Inc. 0.13% Add +0.3% 1,013 $249K
Capasso Planning Partners LLC 0.14% New 1,012 $249K
Peoples Bank 0.15% Reduce -0.1% 1,011 $249K
Elevatus Welath Management 0.07% No change 1,008 $248K
BXM Wealth LLC 0.19% New 3,465 $247K
Patten Group, Inc. 0.05% Add +2.9% 1,001 $246K
Visionary Horizons, LLC 0.13% Add +5.4% 1,000 $246K
Herbst Group, LLC 0.14% New 1,000 $246K
John A. Wolfe & Associates, Inc. 0.13% — 1,000 $246K
Tenret Co LLC 0.12% No change 1,000 $246K
Carroll Advisory Group, LLC 0.11% — 1,000 $246K
1776 Wealth LLC 0.09% No change 1,000 $246K
Professional Financial Advisors, LLC 0.05% New 1,000 $246K
COFG Advisors, LLC 0.06% — 997 $246K
Brooklyn Investment Group 0.01% New 979 $245K
Vision Retirement, LLC 0.07% — 993 $244K
Jag Capital Management, LLC 0.03% No change 991 $244K
International Private Wealth Advisors LLC 0.15% Reduce -3.1% 990 $244K
Vanguard Personalized Indexing Management, LLC 0.00% No change 990 $244K
Nvest Financial, LLC 0.10% New 989 $243K
Kendall Capital Management 0.05% Add +18.7% 989 $243K
Legacy Wealth Management, LLC / MS 0.06% New 987 $243K
Comprehensive Money Management Services LLC 0.17% No change 985 $242K
GW Henssler & Associates Ltd. 0.01% Reduce -0.6% 985 $242K
Fairman Group, LLC 0.19% Add +0.3% 984 $242K
Monarch Capital Management Inc. 0.06% No change 984 $242K
DB&C Advisors, LLC 0.30% — 983 $242K
Arcataur Capital Management LLC 0.07% No change 978 $241K
Kemnay Advisory Services Inc. 0.04% New 978 $241K
Requisite Capital Management, LLC 0.05% Add +0.4% 977 $240K
Cora Capital Advisors LLC 0.09% Add +7.7% 974 $240K
Jamison Private Wealth Management, Inc. 0.03% Add +0.1% 974 $240K
Wealth Management Partners, LLC 0.07% Reduce -2.0% 973 $240K
Destination Wealth Management 0.01% Reduce -14.6% 973 $240K
SJS Investment Consulting Inc. 0.03% No change 969 $239K
Global Wealth Management Investment Advisory, Inc. 0.04% Reduce -11.9% 966 $238K
JB Capital LLC 0.01% Add +0.2% 965 $237K
SwitchPoint Financial Planning, LLC 0.17% No change 964 $237K
Aspen Wealth Management LLC 0.05% New 964 $237K
Tobias Financial Advisors, Inc. 0.03% Add +0.7% 961 $237K
J. L. Bainbridge & Co., Inc. 0.02% No change 961 $237K
Marathon Strategic Advisors, LLC 0.18% Reduce -0.3% 960 $236K
Van Hulzen Asset Management, LLC 0.02% New 960 $236K
Fiduciary Wealth Partners, LLC 0.10% Add +0.2% 960 $236K
Torrey Growth & Income Advisors 0.08% New 958 $236K
Landmark Wealth Management, LLC 0.09% Reduce -0.1% 956 $235K
Cushing Capital Partners, LLC 0.17% No change 950 $234K
First Interstate Bank 0.01% Reduce -19.8% 950 $234K
Allied Investment Advisors, LLC 0.04% New 948 $233K
Beaumont Financial Advisors, LLC 0.02% Reduce -13.2% 947 $233K
Integrity Wealth Solutions LLC 0.09% Reduce -0.8% 945 $233K
Focused Alpha, LLC 0.07% — 939 $231K
Landing Point Financial Group, LLC 0.12% Add +0.2% 938 $231K
CVA Family Office, LLC 0.03% No change 936 $230K
Bright Futures Wealth Management, LLC. 0.17% Reduce -0.6% 936 $230K
Independent Solutions Wealth Management, LLC 0.04% No change 933 $230K
Reliant Wealth Planning 0.07% No change 929 $229K
Compass Planning Associates Inc 0.16% Add +0.3% 928 $228K
Bell Bank 0.01% No change 926 $228K
Boreal Capital Management LLC 0.21% No change 925 $228K
Moseley Investment Management Inc. 0.07% New 924 $228K
Alteri Wealth LLC 0.07% Reduce -5.4% 924 $227K
Harbour Trust & Investment Management Co 0.02% New 924 $227K
Luminvest Wealth Management LLC 0.06% No change 924 $227K
DF Dent & Co. Inc. 0.00% No change 923 $227K
Main Management LLC 0.02% No change 921 $227K
Cura Wealth Advisors, LLC 0.09% No change 921 $227K
Vilga Financial Planning LLC 0.22% — 920 $226K
L. Roy Papp & Associates, LLP 0.03% No change 917 $226K
Sterling Investment Advisors, Ltd. 0.04% No change 916 $225K
Second Line Capital, LLC 0.05% Add +0.2% 916 $225K
Guardian Wealth Advisors, LLC / NC 0.01% Add +6.0% 915 $225K
Clear Trail Advisors, LLC 0.05% — 913 $225K
TCP Asset Management, LLC 0.04% No change 913 $225K
Core Wealth Partners LLC 0.10% Reduce -5.8% 913 $225K
Asset Management Group, Inc. 0.04% Add +0.2% 912 $225K
Black Diamond Financial, LLC 0.02% No change 911 $224K
Rockland Trust Co. 0.01% New 911 $224K
Align Financial, LLC 0.13% — 223,759 $224K
Roble, Belko & Company, Inc 0.03% No change 900 $222K
Anchor Investment Management, LLC 0.02% No change 900 $222K
Trustmark Bank Trust Department 0.01% New 894 $220K
McLaughlin Asset Management, Inc. 0.20% — 893 $220K
Thompson Davis & Co., Inc. 0.13% Reduce -64.3% 892 $220K
Austin Private Wealth, LLC 0.02% Reduce -13.8% 889 $219K
Gordian Advisors LLC 0.14% Reduce -4.3% 887 $218K
Alliance Wealth Advisors, LLC 0.10% Add +1.1% 886 $218K
Insight Wealth Partners, LLC 0.09% New 885 $218K
Ariadne Wealth Management, LP 0.09% Reduce -21.3% 833 $216K
Crumly & Associates Inc. 0.05% Add +0.3% 878 $216K
Front Row Advisors LLC 0.07% Add +1.1% 877 $216K
Continuum Wealth Advisors, LLC 0.08% Reduce -18.7% 876 $216K
Wealth Advisors of Tampa Bay, LLC 0.07% Reduce -3.0% 874 $215K
Twelve Points Wealth Management LLC 0.05% New 826 $215K
Seeds Investor LLC 0.04% New 872 $215K
Annex Advisory Services, LLC 0.00% Reduce -45.2% 870 $214K
Hanson & Doremus Investment Management 0.03% No change 869 $214K
Myecfo, LLC 0.09% No change 869 $214K
Pettinga Financial Advisors LLC 0.04% Add +1.9% 866 $213K
Rydar Equities, Inc. 0.17% Add +0.3% 866 $213K
Henrickson Nauta Wealth Advisors, Inc. 0.03% New 834 $213K
TritonPoint Partners, LLC 0.11% — 866 $213K
Strategic Wealth Advisors LLC 0.18% — 868 $213K
Sunbeam Capital Management, LLC 0.13% No change 865 $213K
Capital Investment Counsel, Inc 0.03% No change 865 $213K
William Mack & Associates, Inc. 0.10% New 860 $212K
Isthmus Partners, LLC 0.02% New 856 $211K
Team Hewins, LLC 0.07% Reduce -2.1% 855 $210K
Mogy Joel R Investment Counsel Inc. 0.01% No change 855 $210K
Mayport, LLC 0.04% No change 854 $210K
Premier Private Wealth Management LLC 0.22% — 799 $209K
Blalock Williams, LLC 0.17% New 851 $209K
Fishman Jay A Ltd. 0.02% No change 850 $209K
Affinity Capital Advisors, LLC 0.03% New 847 $209K
Kennedy Investment Group, Inc. 0.08% Reduce -0.8% 844 $208K
Burns Matteson Capital Management, LLC 0.08% No change 843 $208K
PACK Private Wealth, LLC 0.09% No change 842 $207K
Condor Capital Management 0.02% No change 842 $207K
WJ Financial Advisors LLC 0.18% New 839 $207K
Towne Trust Company, N.A 0.06% No change 839 $207K
Garrett Wealth Advisory Group, LLC 0.04% Reduce -14.5% 839 $206K
Meadow Creek Wealth Advisors LLC 0.13% No change 838 $206K
Capital Insight Partners, LLC 0.04% Reduce -20.3% 837 $206K
Cassia Capital Partners, LLC 0.11% No change 835 $206K
GoalVest Advisory LLC 0.04% Reduce -21.3% 835 $206K
Maripau Wealth Management LLC 0.09% New 834 $205K
Proficio Capital Partners LLC 0.01% New 834 $205K
QTR Family Wealth, LLC 0.09% Reduce -56.1% 770 $205K
Arq Wealth Advisors, LLC 0.06% No change 830 $204K
Nelson Capital Management, LLC 0.02% No change 830 $204K
Colton Groome Financial Advisors, LLC 0.06% No change 828 $204K
Stevens Capital Partners 0.05% New 827 $203K
Opes Wealth Management LLC 0.03% New 826 $203K
Keystone Financial Group 0.01% New 820 $202K
Patrick M Sweeney & Associates, Inc. 0.13% Reduce -2.4% 818 $201K
Braun Stacey Associates Inc. 0.01% New 817 $201K
BWM Planning, LLC 0.05% New 814 $200K
Creative Capital Management Investments LLC 0.06% No change 806 $198K
ESL Trust Services, LLC 0.04% No change 805 $198K
Financial Connections Group, Inc. 0.07% No change 807 $198K
Avalon Trust Co 0.01% No change 800 $197K
GeoWealth Management, LLC 0.01% Reduce -16.4% 799 $197K
LFA - Lugano Financial Advisors SA 0.10% No change 795 $196K
Highline Wealth Partners LLC 0.05% Reduce -16.3% 769 $189K
Rosenberg Matthew Hamilton 0.04% No change 764 $188K
Financial Gravity Asset Management, Inc. 0.04% Reduce -2.1% 760 $187K
Bfsg, LLC 0.02% Reduce -95.1% 754 $186K
Ameriflex Group, Inc. 0.09% Add +15.3% 740 $182K
Sound Income Strategies, LLC 0.01% Add +10.1% 684 $182K
Versant Capital Management, Inc 0.02% No change 736 $181K
Cetera Trust Company, N.A 0.10% No change 735 $181K
Rice Partnership, LLC 0.02% Reduce -4.0% 728 $179K
High Note Wealth, LLC 0.04% No change 727 $179K
Estate Planners Group, LLC 0.08% — 721 $177K
Windsor Advisory Group, LLC 0.16% Add +2.4% 721 $177K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +1680.0% 712 $176K
Aberdeen Wealth Management LLC 0.08% Add +13.2% 713 $176K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -5.3% 712 $175K
Allianz SE 0.00% No change 709 $175K
Financial Management Professionals, Inc. 0.02% Add +7.4% 700 $172K
Picton Mahoney Asset Management 0.00% No change 700 $172K
Premier Financial Group 0.04% No change 695 $172K
Dynamic Wealth Strategies, LLC 0.10% No change 695 $171K
Beaird Harris Wealth Management, LLC 0.01% Add +615.5% 694 $171K
Pioneer Family Office, LLC 0.11% — 690 $170K
Atlantic Private Wealth, LLC 0.11% No change 686 $169K
Glassman Wealth Services 0.02% Reduce -39.5% 673 $166K
Mendota Financial Group, LLC 0.12% Add +0.1% 668 $165K
Legacy Wealth Managment, LLC 0.08% New 645 $159K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -10.2% 634 $156K
Harbor Capital Advisors, Inc. 0.01% New 635 $156K
Caldwell Sutter Capital, Inc. 0.07% Reduce -0.9% 624 $154K
Physician Wealth Advisors, Inc. 0.02% Add +0.3% 622 $153K
HHM Wealth Advisors, LLC 0.02% Add +10.1% 622 $153K
Greykasell Wealth Strategies, Inc. 0.06% Add +13.2% 616 $152K
Wasatch Advisors LP 0.00% New 611 $150K
Hantz Financial Services, Inc. 0.00% Add +18.3% 608 $150K
Reicon Wealth Advisors, LLC 0.11% — 600 $148K
Citizens National Bank Trust Department 0.03% No change 600 $148K
Roxbury Financial LLC 0.13% Reduce -5.8% 599 $147K
Asset Dedication, LLC 0.01% Reduce -6.8% 594 $146K
Murphy & Mullick Capital Management Corp 0.10% Add +42.3% 589 $145K
Vermillion Wealth Management, Inc. 0.06% Reduce -7.0% 587 $145K
Marshall & Sterling Wealth Advisors Inc. 0.10% Reduce -16.3% 586 $144K
DB Fitzpatrick & Co, Inc 0.13% No change 579 $143K
Darwin Wealth Management, LLC 0.04% Add +1.8% 568 $140K
Creative Financial Designs Inc. 0.01% Reduce -11.9% 560 $138K
WPG Advisers, LLC 0.10% No change 558 $137K
Beacon Financial Strategies CORP 0.08% New 548 $135K
Private Wealth Management Group, LLC 0.04% No change 546 $134K
Pillar Financial Advisors, LLC 0.08% No change 543 $134K
Pacifica Partners Inc. 0.06% Reduce -0.9% 537 $134K
Embree Financial Group 0.02% Reduce -38.9% 542 $133K
Collier Financial 0.10% Reduce -6.8% 538 $133K
Robinswood Financial LLC 0.04% No change 536 $132K
Harris Associates (Oakmark Funds) 0.00% No change 533 $131K
Frazier Financial Advisors, LLC 0.08% Add +0.6% 531 $131K
Trust Co 0.01% No change 528 $130K
CoreFirst Bank & Trust 0.07% Add +6.6% 520 $128K
Entrust Financial LLC 0.09% — 513 $126K
First Command Advisory Services, Inc. 0.00% Reduce -36.1% 512 $126K
Integrity Financial Corp 0.06% Add +0.2% 508 $125K
Punch & Associates Investment Management, Inc. 0.01% Add +173.0% 505 $124K
Balentine LLC 0.00% No change 501 $123K
WHI TRUST Co LLC 0.09% — 500 $123K
West Financial Advisors, LLC 0.02% Reduce -2.4% 498 $123K
Wealth Preservation Advisors, LLC 0.06% No change 497 $122K
Horizons Wealth Management 0.08% Reduce -27.8% 496 $122K
MJT & Associates Financial Advisory Group, Inc. 0.09% No change 493 $121K
Avion Wealth 0.03% Reduce -15.0% 492 $121K
Winch Advisory Services, LLC 0.03% Reduce -2.6% 490 $121K
Consultiva Wealth Management, Corp. 0.33% No change 484 $119K
Fourth Dimension Wealth, LLC 0.04% No change 475 $117K
Morling Financial Advisors, LLC 0.04% No change 475 $117K
Oakworth Capital, Inc. 0.01% Reduce -1.9% 472 $116K
Ankerstar Wealth, LLC 0.11% — 465 $114K
Seneschal Advisors, LLC 0.08% No change 464 $114K
First Pacific Financial 0.01% Add +0.4% 455 $112K
Y.D. More Investments Ltd 0.01% Add +125.0% 450 $111K
Olistico Wealth, LLC 0.05% New 423 $104K
Bollard Group LLC 0.00% Add +0.2% 424 $104K
Addison Advisors LLC 0.02% New 414 $102K
FreeGulliver LLC 0.05% New 412 $101K
Rakuten Securities, Inc. 0.03% Add +29.6% 411 $101K
Compagnie Lombard Odier SCmA 0.00% Reduce -13.7% 410 $101K
MTM Investment Management, LLC 0.03% No change 409 $101K
Glass Jacobson Investment Advisors llc 0.04% No change 404 $99K
TD Capital Management LLC 0.01% Add +0.3% 401 $99K
Skylands Capital, LLC 0.01% No change 400 $98K
Quintet Private Bank (Europe) S.A. 0.01% New 400 $98K
1015 Capital Partners, LLC 0.10% — 395 $97K
Cary Street Partners Investment Advisory LLC 0.03% Add +1.5% 395 $97K
Clearstead Trust, LLC 0.02% No change 394 $97K
Hurley Capital, LLC 0.05% No change 380 $94K
Kozak & Associates, Inc. 0.02% Reduce -4.3% 359 $93K
JTC Employer Solutions Trustee Ltd 0.01% No change 375 $92K
Founders Financial Alliance, LLC 0.02% Reduce -27.7% 373 $92K
Hazlett, Burt & Watson, Inc. 0.03% Add +14.5% 371 $91K
First United Bank & Trust 0.03% Reduce -7.6% 365 $90K
one8zero8, LLC 0.02% Add +1.4% 365 $90K
EPG Wealth Management LLC 0.02% Add +0.3% 362 $89K
Milestone Investment Advisors LLC 0.02% New 360 $89K
Ceeto Capital Group, LLC 0.03% No change 352 $87K
Contravisory Investment Management, Inc. 0.02% No change 352 $87K
Bravera Wealth 0.04% — 347 $85K
Cresta Advisors, Ltd. 0.04% New 346 $85K
Pacific Center for Financial Services 0.02% No change 351 $85K
Advanced Asset Management Advisors Inc 0.02% Add +4.9% 342 $84K
PFS Partners, LLC 0.04% No change 340 $84K
WealthCollab, LLC 0.03% No change 337 $83K
Wellington Shields & Co., LLC 0.02% Reduce -9.7% 335 $82K
Kings Path Partners LLC 0.03% No change 330 $81K
Newton One Investments LLC 0.02% Add +0.3% 329 $81K
Stone House Investment Management, LLC 0.01% Add +6.8% 328 $81K
NCP Inc. 0.06% New 326 $80K
Hamilton Point Investment Advisors, LLC 0.01% No change 323 $80K
Cape Investment Advisory, Inc. 0.02% New 320 $79K
Capital Advisors, Ltd. LLC 0.01% No change 317 $78K
Intesa Sanpaolo Wealth Management 0.02% — 312 $77K
Luminist Capital LLC 0.09% Add +9.0% 304 $75K
SYM FINANCIAL Corp 0.01% Add +12.4% 299 $74K
Banque de Luxembourg S.A. 0.03% New 294 $72K
Abound Wealth Management 0.02% No change 285 $70K
Vermillion & White Wealth Management Group, LLC 0.04% No change 284 $70K
Rossby Financial, LCC 0.02% No change 282 $69K
Paladin Advisory Group, LLC 0.05% New 275 $68K
Hoese & Co LLP 0.05% No change 275 $68K
Richardson Capital Management LLC 0.03% Reduce -7.1% 274 $67K
CGC Financial Services, LLC 0.02% No change 270 $66K
Riverview Trust Co 0.08% No change 269 $66K
DecisionPoint Financial, LLC 0.01% Add +584.6% 267 $66K
Hartford Financial Management Inc. 0.02% No change 258 $64K
Thompson Investment Management, Inc. 0.01% No change 255 $63K
Your Advocates Ltd., LLP 0.02% Add +24.5% 254 $63K
Abound Financial, LLC 0.02% New 253 $62K
Motco 0.01% Reduce -42.3% 252 $62K
TOWER TRUST & INVESTMENT Co 0.04% No change 250 $62K
Clean Yield Group 0.02% Reduce -50.0% 250 $62K
Cornerstone National Bank & Trust Co 0.02% No change 246 $61K
Frankly Finances, LLC 0.06% — 242 $60K
Pursuit Wealth Strategies, LLC 0.08% — 240 $59K
MeadowBrook Investment Advisors LLC 0.05% No change 234 $58K
Planning Project LLC 0.01% — 232 $57K
ROSS\JOHNSON & Associates LLC 1.05% Reduce -5.7% 230 $57K
Hilton Head Capital Partners, LLC 0.03% — 230 $57K
NorthAvenue LLC 0.05% — 225 $55K
Pension & Wealth Management Advisors, Inc. 0.02% No change 220 $54K
Eukles Asset Management 0.02% No change 220 $54K
Barrett & Company, Inc. 0.02% No change 216 $53K
United Financial Planning Group LLC 0.03% No change 213 $52K
Nemes Rush Group LLC 0.00% New 212 $52K
Mill Capital Management, LLC 0.00% No change 209 $51K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 209 $51K
1 North Wealth Services LLC 0.02% Add +20.6% 205 $51K
American Capital Advisory, LLC 0.02% Reduce -3.8% 205 $50K
Weaver Capital Management LLC 0.01% No change 205 $50K
First Community Trust NA 0.04% No change 198 $49K
Arjuna Capital 0.01% No change 195 $48K
Advantage Trust Co 0.02% No change 194 $48K
Washington Trust Advisors, Inc. 0.00% No change 192 $47K
IMG Wealth Management, Inc. 0.03% Reduce -9.5% 191 $47K
Maryland Capital Advisors Inc. 0.01% New 178 $44K
Burkett Financial Services, LLC 0.01% Reduce -6.9% 175 $43K
Hager Investment Management Services, LLC 0.02% No change 171 $42K
Conquis Financial LLC 0.04% Add +25.9% 170 $42K
Peachtree Investment Partners, LLC 0.01% No change 167 $41K
Godsey & Gibb, Inc. 0.00% No change 165 $41K
Caitlin John, LLC 0.03% No change 165 $41K
HFM Investment Advisors, LLC 0.02% New 162 $40K
Ameliora Wealth Management Ltd. 0.01% No change 160 $39K
Kingdom Financial Group LLC. 0.01% New 156 $38K
Navigoe, LLC 0.02% No change 150 $36K
GGM Financial LLC 0.02% No change 145 $36K
Financial Network Wealth Advisors LLC 0.04% No change 143 $35K
Quest 10 Wealth Builders, Inc. 0.03% Add +17.2% 143 $35K
Providence Capital Advisors, LLC 0.01% No change 136 $34K
Elevated Capital Advisors, LLC 0.01% New 136 $33K
FWL Investment Management, LLC 0.01% No change 132 $32K
Tucker Asset Management LLC 0.01% New 129 $32K
Columbia Asset Management 0.01% New 128 $32K
Osbon Capital Management LLC 0.03% — 127 $31K
Quaker Wealth Management, LLC 0.01% Add +4.2% 125 $31K
Templeton & Phillips Capital Management, LLC 0.02% Reduce -6.3% 118 $29K
Granite FO LLC 0.02% No change 117 $29K
Global Wealth Strategies & Associates 0.01% Reduce -14.7% 116 $29K
Measured Wealth Private Client Group, LLC 0.01% No change 114 $28K
Acumen Wealth Advisors, LLC 0.01% — 109 $27K
Investment Counsel Co. of Nevada 0.06% No change 108 $27K
Insight Inv LLC 0.01% No change 108 $27K
KERR FINANCIAL PLANNING Corp 0.04% No change 102 $26K
IFS Advisors, LLC 0.01% No change 105 $26K
Colony Family Offices, LLC 0.01% No change 104 $26K
Kennebec Savings Bank 0.02% No change 100 $25K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $25K
Cordant, Inc. 0.01% No change 100 $25K
Ramirez Asset Management, Inc. 0.00% No change 100 $25K
Comprehensive Financial Planning, Inc. 0.02% Reduce -58.1% 98 $24K
Ascentis Wealth Management, LLC 0.01% No change 95 $23K
Curio Wealth, LLC 0.01% Add +23.6% 89 $22K
BankChampaign, National Association 0.02% — 400 $22K
Covenant Partners, LLC 0.01% No change 89 $22K
CSS LLC 0.00% New 88 $22K
Prudent Man Investment Management, Inc. 0.01% Add +1.2% 83 $20K
Key Capital Management, INC 0.02% — 78 $19K
Clayton Financial Group LLC 0.01% No change 77 $19K
GS Investments, Inc. 0.01% No change 75 $18K
SIMA Wealth Partners, LLC 0.01% No change 74 $18K
Networth Advisors, LLC 0.01% — 74 $18K
Centerpoint Advisors, LLC 0.01% No change 74 $18K
SRH Advisors, LLC 0.01% No change 70 $17K
McGuire Capital Advisors Inc. 0.01% — 68 $17K
Barnes Dennig Private Wealth Management LLC 0.02% No change 61 $15K
Bellevue Asset Management, LLC 0.00% Reduce -61.5% 60 $15K
Provident Wealth Management, LLC 0.00% No change 57 $14K
Holos Integrated Wealth LLC 0.01% No change 56 $14K
REAP Financial Group, LLC 0.00% New 55 $14K
Chilton Capital Management LLC 0.00% Add +8.0% 54 $13K
Exchange Traded Concepts, LLC 0.00% Reduce -28.8% 52 $13K
Anfield Capital Management, LLC 0.00% No change 51 $13K
Vision Financial Markets LLC 0.01% No change 51 $12K
WFA of San Diego, LLC 0.01% No change 50 $12K
Game Plan Financial Advisors, LLC 0.01% Reduce -99.7% 49 $12K
Family Manage LLC 0.00% No change 49 $12K
Ulland Investment Advisors, LLC 0.01% No change 50 $12K
Bullock Wealth Management Group 0.01% — 45 $11K
Arlington Trust Co LLC 0.00% Reduce -78.7% 45 $11K
Granville Capital, Inc. 0.01% — 42 $10K
Cardinal Strategic Wealth Guidance 0.00% Reduce -60.0% 40 $10K
Chung Wu Investment Group, LLC 0.01% No change 40 $10K
Arbor Wealth Management LLC\AZ 0.01% — 40 $10K
Signature Resources Capital Management, LLC 0.01% No change 40 $10K
Pinney & Scofield, Inc. 0.01% No change 38 $9K
Wagner Wealth Management, LLC 0.00% New 38 $9K
Elevate Wealth Advisory, Inc. 0.01% No change 37 $9K
Graney & King, LLC 0.00% No change 34 $8K
Beacon Capital Management, Inc. 0.00% Reduce -68.9% 32 $8K
Modus Advisors, LLC 0.00% New 31 $8K
N.E.W. Advisory Services LLC 0.00% New 31 $8K
Sawyer & Company, Inc 0.00% No change 30 $7K
Elequin Capital, LP 0.00% No change 30 $7K
TFC Financial Management, Inc. 0.00% Reduce -50.8% 30 $7K
Delta Asset Management LLC 0.00% Reduce -82.9% 30 $7K
Chelsea Counsel Co. 0.00% No change 29 $7K
Financial Freedom, LLC 0.00% No change 29 $7K
West Branch Capital LLC 0.00% Reduce -74.3% 28 $7K
Truvestments Capital LLC 0.00% No change 28 $7K
Atomic Invest LLC 0.00% — 28 $7K
Aventura Private Wealth, LLC 0.00% No change 26 $6K
Minot DeBlois Advisors LLC 0.01% Reduce -91.9% 25 $6K
Cheviot Value Management, LLC 0.00% No change 22 $6K
LM Advisors LLC 0.02% Reduce -23.8% 1,413 $6K
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% No change 20 $5K
Fairscale Capital, LLC 0.00% Add +171.4% 19 $5K
Turning Point Benefit Group, Inc. 0.00% New 19 $5K
Cornerstone Planning Group LLC 0.00% Reduce -68.0% 16 $4K
Wilkerson Advisory Group LLC 0.00% — 16 $4K
MH & Associates Securities Management Corp. 0.00% — 16 $4K
Strive Financial Group ,LLC 0.00% — 16 $4K
Kilter Group LLC 0.00% No change 15 $4K
Quarry LP 0.00% Reduce -46.4% 15 $4K
IFC & Insurance Marketing, Inc. 0.00% — 13 $3K
Solstein Capital, LLC 0.00% No change 11 $3K
Western Pacific Wealth Management, LP 0.00% No change 10 $3K
Coston, McIsaac & Partners 0.00% Reduce -30.8% 9 $2K
Proathlete Wealth Management LLC 0.00% No change 8 $2K
Financial Consulate, Inc. 0.00% New 8 $2K
CrossGen Wealth, LLC 0.00% — 8 $2K
Kentucky Trust Co 0.00% No change 6 $1K
Transamerica Financial Advisors, LLC 0.00% Reduce -16.7% 5 $1K
Van Den Berg Management I, Inc. 0.00% New 5 $1K
Sellwood Investment Partners LLC 0.00% No change 5 $1K
Hillsdale Investment Management Inc. 0.00% No change 5 $1K
Covestor Ltd 0.00% No change 2 $1K
Evolution Wealth Management Inc. 0.00% New 4 $985
Decker Retirement Planning Inc. 0.00% Reduce -96.8% 4 $985
Spurstone Advisory Services, LLC 0.01% No change 3 $738
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 2 $492
Summit Securities Group LLC 0.00% New 1 $246
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -99.5% 1 $0

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