iShares Russell 2000 ETFIWMETF

13F holders, Q1 2026 (March 31)
2,588holders −17
154new positions
162sold out
10famous investors
$247.60avg. 13F price*

At the end of Q1 2026, 2,588 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, down 17 from Q4 2025. 154 opened new positions and 162 sold out. The largest holders were Bank of America Corp. ($10.3B), Morgan Stanley ($7.4B) and Goldman Sachs Group Inc. ($4.8B). 10 famous investors held it, including David E. Shaw (0.2% of D. E. Shaw & Co.'s portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Ken Griffin (0.1% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions154$914.4M
Exits162$1.8B

All 13F filers, Q4 2025 → Q1 2026: 51,947,052 shares bought and 30,007,604 shares sold, net +21,939,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,588 holders

Bank of America Corp. 0.75% Reduce -4.9% 41,595,539 $10.3B
Morgan Stanley 0.45% Add +73.8% 29,761,929 $7.4B
Goldman Sachs Group Inc. 0.63% Add +30.4% 19,230,808 $4.8B
BlackRock, Inc. 0.05% Add +1.6% 10,497,291 $2.6B
Wells Fargo & Company 0.48% Reduce -21.2% 9,561,752 $2.4B
Empower Advisory Group, LLC 5.53% Add +1.4% 8,590,751 $2.1B
Citigroup Inc. 1.34% Add +166.3% 8,469,615 $2.1B
UBS Group AG 0.30% Add +39.6% 6,736,561 $1.7B
Royal Bank of Canada 0.29% Reduce -21.5% 6,233,175 $1.5B
BNP Paribas Financial Markets 1.02% Add +24.3% 6,167,466 $1.5B
JPMorgan Chase & Co. 0.10% Add +50.4% 6,156,648 $1.5B
Treasurer of the State of North Carolina 4.61% Add +191.5% 5,913,256 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 1.93% Reduce -5.0% 4,680,000 $1.2B
Barclays PLC 0.41% Add +32.4% 4,676,775 $1.2B
Susquehanna International Group, LLP 1.40% Add +11.9% 4,358,760 $1.1B
Northern Trust Corp. 0.14% Reduce -2.5% 4,147,706 $1.0B
HRT Financial LP 2.43% Reduce -4.7% 3,924,227 $973.2M
LPL Financial LLC 0.25% Reduce -49.8% 3,737,240 $926.8M
Rafferty Asset Management, LLC 3.68% Reduce -26.5% 3,657,167 $907.0M
Bank of Montreal 0.36% Reduce -6.7% 3,474,648 $861.7M
US Bancorp \de 1.04% Add +50.0% 3,465,632 $859.5M
PNC Financial Services Group, Inc. 0.46% Add +6.6% 3,187,467 $790.5M
Jane Street Group, LLC 0.80% Add +55.3% 2,984,479 $740.2M
FMR LLC 0.04% Add +33.8% 2,933,912 $727.6M
Canada Pension Plan Investment Board 0.44% No change 2,781,000 $689.7M
M&T Bank Corp 1.79% Reduce -1.3% 2,200,172 $545.6M
Raymond James Financial Inc. 0.15% Add +6.3% 2,005,420 $497.3M
AIA Group Ltd 6.72% Add +181.5% 1,864,118 $462.3M
Bank of New York Mellon Corp 0.08% Reduce -2.4% 1,854,365 $459.9M
Envestnet Asset Management Inc. 0.12% Reduce -12.1% 1,783,449 $442.2M
Cetera Investment Advisers 0.46% Add +2.0% 1,758,333 $436.1M
Millburn Ridgefield LLC 8.56% Add +12.0% 1,603,667 $397.7M
Catalyst Capital Advisors LLC 7.41% Add +12.0% 1,603,667 $397.7M
Jump Financial, LLC 6.31% Reduce -6.4% 1,548,574 $384.0M
Ameriprise Financial Inc. 0.09% Add +7.5% 1,476,654 $366.3M
Cibc World Market Inc. 0.60% Reduce -26.1% 1,381,744 $342.7M
Truist Financial Corp. 0.40% Reduce -6.1% 1,182,855 $293.3M
Jones Financial Companies LLLP 0.14% Add +14.7% 1,191,917 $290.4M
D. E. Shaw & Co. 0.23% Add +68.3% 1,108,036 $274.8M
Wellington Management Group LLP 0.05% Add +16.8% 1,090,063 $270.3M
Pinnacle Financial Partners, Inc. 2.03% Add +1.0% 1,069,445 $265.2M
Durable Capital Partners LP 2.62% Add +961.9% 1,027,614 $254.8M
Mirae Asset Securities (usa) Inc. 11.90% Reduce -6.5% 1,015,994 $252.0M
Brown Advisory Inc. 0.40% Reduce -3.6% 981,679 $243.5M
Fifth Third Bancorp 0.43% Add +61.6% 957,068 $237.4M
Gendell Jeffrey L 3.22% New 954,068 $236.6M
True Freedom Investing, LLC 17.51% Add +10822.6% 920,668 $228.3M
Valiant Capital Management, L.P. 17.72% Add +38.1% 907,801 $225.1M
Jefferies Financial Group Inc. 2.78% Reduce -48.8% 884,238 $219.3M
AMG National Trust Bank 4.63% Add +4.6% 860,460 $213.4M
Keybank National Association 0.71% Reduce -0.6% 787,623 $195.3M
Pathstone Holdings, LLC 0.78% Reduce -2.3% 786,519 $195.1M
Rockefeller Capital Management L.P. 0.34% Add +8.4% 770,766 $191.2M
CIBC Bancorp USA Inc. 0.24% — 708,544 $175.6M
LBMC Investment Advisors, LLC 10.66% Reduce -0.6% 704,809 $174.8M
Commerce Bank 0.82% Add +50.6% 681,630 $169.0M
Mariner, LLC 0.20% Add +0.4% 675,655 $167.6M
Millennium Management 0.13% Add +13.0% 674,125 $167.2M
HighTower Advisors, LLC 0.17% Add +8.8% 642,416 $159.3M
Citadel Advisors 0.11% Reduce -33.8% 641,228 $159.0M
Northwestern Mutual Wealth Management Co. 0.10% Add +0.6% 640,121 $158.8M
Stifel Financial Corp. 0.15% Reduce -3.7% 638,686 $158.4M
Franklin Resources Inc. 0.04% Add +3.0% 629,542 $156.1M
Blair William & Co. 0.45% Add +12.4% 628,228 $155.8M
Osaic Holdings, Inc. 0.22% Add +10.9% 598,480 $148.5M
Walleye Trading LLC 2.99% Add +89.6% 586,563 $145.5M
Focus Partners Wealth 0.16% Reduce -1.6% 584,668 $145.4M
Baird Financial Group, Inc. 0.22% Reduce -1.2% 580,208 $143.9M
Creative Planning 0.10% Reduce -5.7% 570,875 $141.6M
Blackstone Inc. 0.58% Add +239.0% 568,199 $140.9M
Sand Hill Global Advisors, LLC 4.71% Add +0.2% 563,866 $139.8M
Alliancebernstein L.P. 0.04% Reduce -39.4% 544,591 $133.8M
Cerity Partners LLC 0.19% Add +0.0% 535,723 $132.9M
SG Americas Securities, LLC 0.15% Add +96.2% 533,865 $132.4M
Mercer Global Advisors Inc. 0.19% Add +9.6% 519,587 $128.4M
MAI Capital Management 0.72% Add +2.8% 508,759 $126.2M
Jain Global LLC 1.72% New 508,313 $126.1M
Corient Private Wealth LP 0.18% Reduce -15.4% 500,181 $123.2M
Brown Brothers Harriman & Co. 0.64% Add +283.9% 483,271 $119.9M
Commonwealth Equity Services, LLC 0.17% Reduce -8.5% 476,482 $118.2M
Glenmede Trust Co. NA 0.58% Add +2.0% 475,398 $117.9M
Broadwood Capital Inc. 8.30% No change 474,920 $117.8M
Tiaa-Cref Individual & Institutional Services, LLC 0.44% — 464,067 $115.1M
USA Financial Formulas 20.38% Add +15520.1% 435,956 $108.1M
Cresset Asset Management, LLC 0.46% Reduce -1.8% 427,068 $105.9M
Stairway Partners, LLC 5.44% Add +1.8% 423,642 $105.1M
Cambridge Investment Research Advisors, Inc. 0.27% Add +37.1% 415,225 $103.0M
State of New Jersey Common Pension Fund D 0.38% No change 402,418 $99.8M
Janney Montgomery Scott LLC 0.23% Add +32.1% 380,770 $94.4M
Citizens Financial Group Inc. 1.31% Reduce -3.3% 378,372 $93.8M
Kayne Anderson Rudnick Investment Management LLC 0.26% Reduce -38.1% 361,651 $89.7M
Accredited Investors Inc. 4.74% Add +7.5% 355,004 $88.0M
Hudson Bay Capital Management LP 0.57% Add +51.5% 340,800 $84.5M
Captrust Financial Advisors 0.15% Add +0.8% 334,444 $82.9M
National Philanthropic Trust 0.86% Add +3.8% 326,559 $81.0M
Deutsche Bank AG 0.03% Add +36.3% 322,026 $79.9M
Waverly Advisors, LLC 0.60% Add +14.4% 320,086 $79.4M
Clearbridge Investments, LLC 0.07% New 312,515 $77.5M
WASHINGTON TRUST Co 2.61% Reduce -1.0% 311,897 $77.4M
Johnson Investment Counsel Inc. 0.62% Add +9.8% 310,334 $77.0M
HSBC Holdings PLC 0.04% Reduce -46.9% 291,965 $72.3M
Regions Financial Corp. 0.46% Add +0.3% 283,456 $70.3M
Whittier Trust Co. 0.77% Reduce -1.0% 271,231 $68.4M
Arvest Bank Trust Division 3.70% Reduce -2.7% 274,763 $68.1M
Ferguson Wellman Capital Management, Inc. 0.92% New 270,000 $67.0M
First Financial Bank - Trust Division 5.25% Add +3.2% 262,676 $65.1M
Allspring Global Investments Holdings, LLC 0.11% Add +110.3% 259,801 $64.8M
Parkside Investments, LLC 7.68% Reduce -1.1% 255,018 $63.2M
Brookstone Capital Management 0.72% Reduce -4.5% 254,627 $63.1M
Impactive Capital LP 4.54% Add +234.0% 252,486 $62.6M
Two Sigma Investments, LP 0.05% New 251,870 $62.5M
Summit Trail Advisors, LLC 0.89% Add +23.2% 251,769 $62.4M
GLOBALT Investments LLC / GA 2.20% Add +1.5% 248,730 $61.7M
Bessemer Group Inc. 0.09% Reduce -33.2% 238,573 $59.2M
First Western Trust Bank 2.98% Add +0.4% 237,881 $59.0M
Moneta Group Investment Advisors LLC 0.44% Add +3.4% 237,086 $58.8M
Lido Advisors, LLC 0.23% Add +30.6% 236,641 $58.7M
Private Advisor Group, LLC 0.27% Add +17.5% 231,766 $57.5M
Kestra Advisory Services, LLC 0.21% Reduce -3.2% 224,815 $55.8M
German American Bancorp, Inc. 4.65% Add +0.3% 218,117 $54.1M
AQR Capital Management 0.02% Add +22.4% 218,021 $54.1M
Modern Wealth Management, LLC 0.88% Add +2314.3% 205,625 $51.3M
TCTC Holdings, LLC 1.40% Reduce -0.0% 198,955 $49.3M
Stock Yards Bank & Trust Co. 1.53% Add +5.5% 198,597 $49.3M
MML Investors Services, LLC 0.13% Reduce -13.8% 193,319 $47.9M
Walleye Capital LLC 0.32% Add +1.2% 192,061 $47.6M
UMB Bank, n.a. 0.66% Add +0.3% 191,731 $47.5M
NorthRock Partners, LLC 0.77% Add +0.4% 191,351 $47.5M
Anderson Hoagland & Co. 4.04% Add +0.3% 189,278 $46.9M
IHT Wealth Management, LLC 1.08% Reduce -1.4% 186,492 $46.2M
Peapack Gladstone Financial Corp. 0.58% Reduce -1.2% 183,625 $45.5M
Savant Capital, LLC 0.22% Reduce -2.1% 181,049 $44.9M
Neuberger Berman Group LLC 0.03% Reduce -0.8% 178,582 $44.3M
Greenwood Gearhart LLC 2.32% Add +4.8% 172,650 $42.8M
Beacon Pointe Advisors, LLC 0.22% Add +106.6% 164,901 $40.9M
Natixis Advisors, LLC 0.06% Add +2.9% 163,605 $40.6M
Prudential Financial Inc. 0.05% Add +0.4% 160,410 $39.8M
Modera Wealth Management, LLC 0.47% Reduce -2.0% 159,008 $39.4M
Consolidated Investment Group LLC 4.17% Add +29.6% 155,138 $38.5M
Sanctuary Advisors, LLC 0.21% Reduce -7.1% 154,202 $38.2M
Point72 Asset Management 0.07% Reduce -50.3% 148,474 $36.8M
Summit Financial, LLC 0.47% Add +11.0% 148,385 $36.8M
Paulson Wealth Management Inc. 8.62% Add +4.2% 148,366 $36.8M
Dakota Wealth Management 0.80% Reduce -10.7% 148,165 $36.7M
Wealth Enhancement Advisory Services, LLC 0.08% Reduce -23.9% 148,471 $36.5M
Stratos Wealth Partners, LTD. 0.42% Add +17.6% 146,323 $36.3M
Ensign Peak Advisors, Inc 0.07% Reduce -54.4% 142,577 $35.4M
TD Asset Management Inc 0.03% Add +0.0% 141,572 $35.1M
Venturi Wealth Management, LLC 1.57% Add +17.6% 140,346 $34.8M
Banco BTG Pactual S.A. 6.77% New 140,000 $34.7M
MetLife Investment Management, LLC 0.18% Reduce -24.1% 139,721 $34.7M
Pittenger & Anderson Inc. 1.37% Reduce -1.6% 139,221 $34.5M
Factory Mutual Insurance Co. 0.38% No change 137,580 $34.1M
Titleist Asset Management, LLC 2.57% Add +1.0% 137,202 $34.0M
Badgley Phelps Wealth Managers, LLC 0.66% Reduce -44.5% 133,502 $33.1M
All Terrain Financial Advisors, LLC 10.30% Add +2.2% 133,169 $33.0M
Oppenheimer Asset Management Inc. 0.37% Add +44.1% 131,836 $32.7M
Sollinda Capital Management LLC 7.75% Reduce -0.7% 128,628 $31.9M
First Foundation Advisors 1.28% Reduce -1.1% 128,097 $31.8M
Nomura Asset Management Co. Ltd. 0.08% Add +188.3% 127,360 $31.6M
Choreo, LLC 0.39% Add +13.2% 169,038 $31.4M
Whittier Trust Co. of Nevada Inc. 0.63% Reduce -0.5% 122,461 $30.9M
Robinhood Asset Management, LLC 2.23% New 124,273 $30.8M
LJI Wealth Management, LLC 4.84% Add +4.4% 122,099 $30.3M
Metropolitan Life Insurance Co 9.17% No change 121,345 $30.1M
Clearstead Advisors, LLC 0.27% Add +29.7% 120,817 $30.0M
Stephens Inc. 0.37% Add +12.5% 120,695 $29.9M
OFS Enterprise LLC 8.68% — 119,078 $29.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +5492.0% 117,880 $29.2M
D.A. Davidson & Co. 0.18% Reduce -1.8% 117,602 $29.2M
Blueshift Asset Management, LLC 8.81% Reduce -5.4% 117,019 $29.0M
Diversify Wealth Management, LLC 0.52% Add +2303.8% 106,321 $28.9M
First Commonwealth Financial Corp 4.56% Add +10.6% 115,595 $28.7M
Old National Bancorp 0.47% Reduce -1.3% 114,258 $28.3M
Waters Parkerson & Co., LLC 1.46% Add +1.0% 114,206 $28.3M
Edge Wealth Management LLC 4.84% Add +0.2% 114,180 $28.3M
&partners 0.14% Reduce -0.1% 112,775 $28.0M
Concurrent Investment Advisors, LLC 0.31% Add +0.0% 112,657 $27.9M
Toronto Dominion Bank 0.05% Reduce -39.1% 112,497 $27.8M
GW&K Investment Management, LLC 0.24% Reduce -30.8% 107,825 $26.7M
Vestcor Inc 0.73% Add +25.4% 107,222 $26.6M
NewEdge Advisors, LLC 0.09% Reduce -6.3% 105,307 $26.1M
Provida Pension Fund Administrator 0.43% Add +462.9% 104,032 $25.8M
First Horizon Corp. 1.08% Add +0.5% 103,795 $25.7M
NTV Asset Management LLC 2.82% Reduce -1.3% 103,623 $25.7M
Valeo Financial Advisors, LLC 0.61% Add +1.1% 103,039 $25.6M
Analyst IMS Investment Management Services Ltd. 0.77% Add +2.4% 102,705 $25.5M
Friends of the Cornell Lab of Ornithology, Inc. 23.66% Add +4.2% 101,032 $25.1M
Belvedere Trading LLC 3.34% Add +82.6% 100,877 $25.0M
Wilmington Savings Fund Society, FSB 0.59% Add +18.5% 99,701 $24.7M
SteelPeak Wealth, LLC 0.77% Add +24.2% 98,806 $24.5M
Busey Bank 0.66% Reduce -2.0% 98,158 $24.3M
Independent Advisor Alliance 0.26% Add +3885.3% 97,919 $24.3M
Hengehold Capital Management LLC 2.12% Add +1.8% 97,662 $24.2M
TD Private Client Wealth LLC 0.50% Add +41.2% 96,944 $24.0M
Wealthspire Advisors, LLC 0.19% Reduce -1.1% 96,353 $23.9M
Graham Capital Management, L.P. 1.07% New 95,300 $23.6M
Mesirow Financial Investment Management, Inc. 0.38% Add +12.8% 95,201 $23.6M
Farther Finance Advisors, LLC 0.22% Add +70.8% 93,857 $23.4M
1ST Source Bank 1.19% Add +2.9% 93,120 $23.1M
Horizon Wealth Management, LLC 3.35% New 92,174 $22.9M
Capula Management Ltd 0.20% New 91,315 $22.6M
Eastern Bank 0.38% Add +321.6% 89,094 $22.1M
Calamos Advisors LLC 0.11% Add +5.2% 88,927 $22.1M
Finley Financial, LLC 10.25% Reduce -0.1% 88,257 $21.9M
Jacobi Capital Management LLC 1.22% Add +7.6% 87,705 $21.8M
Tarbox Family Office, Inc. 3.52% Reduce -3.2% 87,280 $21.6M
DV Trading LLC 1.94% Add +261.4% 86,010 $21.3M
IFP Advisors, Inc 0.44% Add +252.3% 85,993 $21.3M
Halbert Hargrove Global Advisors, LLC 1.03% Reduce -76.8% 85,512 $21.2M
BIP Wealth, LLC 0.86% Reduce -8.5% 85,336 $21.2M
LuminArx Capital Management LP 21.89% Add +36.0% 85,000 $21.1M
Brighton Jones LLC 0.46% New 84,594 $21.0M
Independent Financial Group, LLC 0.47% Add +107.5% 84,381 $20.9M
Cwm, LLC 0.05% Reduce -1.4% 83,836 $20.8M
Banco Bilbao Vizcaya Argentaria, S.A. 0.15% Reduce -83.4% 85,088 $20.7M
Hillcrest Wealth Advisors - NY, LLC 8.35% Add +2.6% 83,132 $20.6M
National Bank of Canada 0.02% Add +26.8% 83,126 $20.6M
River Wealth Advisors LLC 2.36% Reduce -3.8% 83,013 $20.6M
Brewster Financial Planning LLC 12.24% Add +3.1% 81,627 $20.2M
Glenview Trust Co 0.32% Add +0.1% 81,462 $20.2M
United Capital Financial Advisors, LLC 0.12% Add +0.7% 79,388 $19.7M
Steward Partners Investment Advisory, LLC 0.10% Add +25.7% 78,262 $19.4M
CoreCap Advisors, LLC 0.66% Add +352.8% 78,207 $19.4M
Vontobel Holding Ltd. 0.07% Add +1549.5% 78,053 $19.4M
BTC Capital Management, Inc. 1.31% Add +1.5% 77,945 $19.4M
Great Waters Wealth Management 2.04% Reduce -6.3% 77,748 $19.3M
Guardian Wealth Advisors, LLC 10.85% Reduce -2.9% 76,111 $18.9M
Amarillo National Bank 3.32% Reduce -3.1% 75,865 $18.8M
Anb Bank 7.60% Reduce -8.8% 75,731 $18.8M
Ausdal Financial Partners, Inc. 0.84% Add +3.8% 75,576 $18.7M
WS Management LLLP 2.43% New 75,000 $18.6M
EP Wealth Advisors, LLC 0.09% Add +5.9% 74,601 $18.5M
Baron Financial Group, LLC 9.79% Reduce -0.7% 73,195 $18.2M
Dimension Capital Management LLC 2.53% Add +15.3% 72,613 $18.0M
Farmers & Merchants Investments Inc. 0.49% Reduce -0.3% 72,184 $17.9M
Salomon & Ludwin, LLC 1.60% Reduce -0.9% 71,366 $17.9M
Diversified Trust Co. 0.33% Add +2.2% 71,958 $17.8M
Kanawha Capital Management LLC 1.25% Reduce -0.9% 71,558 $17.7M
Integrated Wealth Concepts LLC 0.14% Add +37.1% 71,311 $17.7M
Crewe Advisors LLC 1.50% Reduce -0.5% 71,080 $17.6M
Pinnacle Associates Ltd. 0.23% Reduce -3.8% 71,049 $17.6M
Coastline Trust Co 1.75% Reduce -9.6% 70,949 $17.6M
Merit Financial Group, LLC 0.13% Add +205.2% 70,663 $17.5M
LCM Capital Management Inc 8.73% Add +0.8% 70,174 $17.4M
Verdence Capital Advisors LLC 1.01% Reduce -0.9% 70,070 $17.4M
TRUE Private Wealth Advisors 1.65% Add +8.5% 69,659 $17.3M
Azora Capital LP 1.13% New 69,401 $17.2M
Patton Fund Management, Inc. 2.92% Reduce -2.5% 69,261 $17.2M
Financial Solutions Advisory Group, Inc. 2.35% — 68,437 $17.0M
Quantinno Capital Management LP 0.03% Add +28.5% 67,678 $16.8M
Integrated Advisors Network LLC 0.87% Add +49.1% 66,954 $16.6M
Central Bank & Trust Co. 2.60% Add +11.6% 66,780 $16.6M
Centaurus Financial, Inc. 0.79% Add +188.3% 66,603 $16.5M
Smith, Moore & Co. 1.20% Add +5.8% 66,571 $16.5M
Clear Creek Financial Management, LLC 1.25% Add +79.2% 65,726 $16.3M
Enclave Advisors LLC 2.29% Add +29.5% 64,710 $16.0M
Stratos Wealth Advisors, LLC 0.98% Add +1.2% 64,480 $16.0M
Wesbanco Bank Inc. 0.44% Add +2.3% 63,500 $15.7M
Kiker Wealth Management, LLC 7.45% Add +4659.8% 62,925 $15.6M
Fidelis Capital Partners, LLC 1.11% Add +0.8% 62,833 $15.6M
New Perspectives, Inc 5.38% Add +3.7% 62,586 $15.5M
Advisory Services Network, LLC 0.20% Add +14.5% 62,182 $15.4M
Connors Investor Services Inc. 1.40% Reduce -3.5% 61,012 $15.1M
Boston Trust Walden Corp 0.12% Reduce -50.9% 60,288 $15.0M
GTS Securities LLC 0.53% Reduce -67.4% 60,232 $14.9M
Portland Global Advisors LLC 1.59% Reduce -0.3% 59,981 $14.9M
RTD Financial Advisors, Inc. 1.81% Reduce -4.6% 59,471 $14.7M
Pinnacle Wealth Management Advisory Group, LLC 1.00% Reduce -3.7% 59,101 $14.7M
Jasper Ridge Partners, L.P. 0.33% No change 59,093 $14.7M
Sigma Investment Counselors Inc. 0.77% Reduce -2.1% 59,038 $14.6M
Kestra Private Wealth Services, LLC 0.18% Add +10.2% 58,938 $14.6M
Hilltop Holdings Inc. 1.32% Add +29.0% 58,707 $14.6M
Callan Family Office, LLC 0.33% Reduce -41.3% 58,418 $14.5M
Ieq Capital, LLC 0.07% Add +6.7% 57,924 $14.4M
Fluent Financial, LLC 5.25% Add +12.4% 54,143 $14.4M
Simmons Bank 0.96% Reduce -0.2% 57,834 $14.3M
Westshore Wealth, LLC 5.04% Reduce -1.2% 57,815 $14.3M
Canada Post Corp Registered Pension Plan 0.57% No change 57,711 $14.3M
Idaho Trust Co 4.64% Add +6.3% 57,583 $14.3M
Allworth Financial LP 0.06% Add +1.3% 57,268 $14.2M
Robertson Stephens Wealth Management, LLC 0.39% Add +22.4% 56,679 $14.1M
Prospera Financial Services Inc 0.22% Reduce -2.7% 56,136 $13.9M
VestGen Advisors, LLC 0.39% Add +3.7% 49,278 $13.9M
Aspiriant, LLC 0.39% Add +2.4% 55,730 $13.8M
Annis Gardner Whiting Capital Advisors, LLC 2.18% No change 54,807 $13.6M
Bokf, NA 0.21% Reduce -3.1% 54,589 $13.5M
HighMark Wealth Management LLC 5.51% Add +1.9% 54,616 $13.5M
Silvercrest Asset Management Group LLC 0.10% Reduce -3.3% 54,176 $13.4M
Legacy Wealth Management, LLC 0.77% Reduce -0.6% 53,380 $13.2M
Lodestar Private Asset Management LLC 1.29% Reduce -0.5% 52,747 $13.1M
Park Avenue Securities LLC 0.10% Reduce -38.5% 52,037 $12.9M
SilverOak Wealth Management LLC 2.03% Add +1.2% 51,851 $12.9M
Hancock Whitney Corp. 0.22% Reduce -7.5% 47,342 $12.8M
Courier Capital LLC 0.71% Add +0.9% 51,349 $12.7M
Nepc LLC 0.25% Add +0.1% 50,924 $12.6M
Humankind Investments LLC 7.20% Reduce -8.6% 50,860 $12.6M
Latigo Investments, LLC 6.24% No change 50,522 $12.5M
Banco Santander, S.A. 0.10% Add +214.8% 50,230 $12.5M
Strategic Wealth Partners, Ltd. 0.86% Add +3.9% 50,175 $12.4M
Sageworth Trust Co 0.53% Reduce -3.3% 50,082 $12.4M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.07% New 50,000 $12.4M
Angeles Investment Advisors, LLC 0.83% Reduce -80.0% 49,876 $12.4M
O'shaughnessy Asset Management, LLC 0.06% Add +11.1% 49,814 $12.4M
Blue Bell Private Wealth Management, LLC 1.77% Add +6.8% 49,769 $12.3M
Aster Capital Management (DIFC) Ltd 3.99% Add +783.5% 61,238 $12.2M
Red Cedar Investment Management, LLC 1.25% Reduce -2.1% 48,622 $12.1M
Cornerstone Wealth Management, LLC 0.60% Add +5.2% 48,358 $12.0M
HB Wealth Management, LLC 0.08% Add +10.9% 48,265 $12.0M
Dynamic Advisor Solutions LLC 0.38% Add +3.9% 48,097 $11.9M
William Howard & Co Financial Advisors Inc 10.30% Add +1.0% 48,073 $11.9M
Sequoia Financial Advisors, LLC 0.07% Add +7.4% 47,383 $11.8M
Bradley Foster & Sargent Inc. 0.18% Add +21.1% 47,291 $11.7M
McLean Asset Management Corp 2.02% Reduce -0.6% 46,633 $11.6M
Symphony Financial, Ltd. Co. 1.50% Reduce -20.1% 46,240 $11.3M
Consolidated Capital Management, LLC 3.63% Add +70.1% 45,281 $11.2M
First National Trust Co 0.38% Add +3.9% 45,226 $11.2M
Arbor Investment Advisors, LLC 1.45% Reduce -0.5% 44,948 $11.1M
Tiaa Trust, National Association 0.67% Reduce -92.1% 44,695 $11.1M
Ameritas Investment Partners, Inc. 0.34% Reduce -19.2% 44,565 $11.1M
Harvest Investment Advisors, LLC 6.11% Add +1.8% 44,310 $11.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.30% Reduce -0.2% 44,197 $11.0M
DT Investment Partners, LLC 0.91% Reduce -5.1% 44,091 $10.9M
Smithfield Trust Co 0.47% Reduce -2.7% 43,948 $10.9M
Strategic Equity Management 4.02% Add +2839.5% 43,152 $10.7M
XML Financial, LLC 0.86% Add +2.8% 43,140 $10.7M
Alpine Bank Wealth Management 1.55% Reduce -9.9% 43,121 $10.7M
SCS Capital Management LLC 0.11% Reduce -3.8% 43,024 $10.7M
Compound Planning, Inc. 0.32% Reduce -1.9% 42,450 $10.5M
Engine Capital Management, LP 1.27% No change 42,444 $10.5M
Flputnam Investment Management Co. 0.16% Add +1.6% 42,383 $10.5M
Argent Trust Co 0.36% Add +13.4% 42,325 $10.5M
Vanguard National Trust Co 0.66% — 42,128 $10.4M
Gotham Asset Management 0.03% Add +20.1% 41,894 $10.4M
Gray Private Wealth, LLC 5.21% Add +2.5% 41,808 $10.4M
Evoke Wealth, LLC 0.19% Add +20.1% 41,603 $10.3M
Conning Inc. 0.36% No change 41,524 $10.3M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -57.1% 41,412 $10.3M
Credit Industriel Et Commercial 1.81% Add +356.3% 41,342 $10.3M
Foster Group, Inc. 0.30% Reduce -4.0% 41,106 $10.2M
Sei Investments Co. 0.01% Add +150.9% 41,084 $10.2M
Simon Quick Advisors, LLC 0.46% Add +4.9% 40,718 $10.1M
Nilsine Partners, LLC 0.79% Add +9.7% 36,368 $10.1M
Basso Capital Management, L.P. 6.15% Add +8.2% 40,522 $10.0M
Citizens Business Bank 1.64% Reduce -0.3% 40,328 $10.0M
Fulton Breakefield Broenniman LLC 0.65% Reduce -1.5% 40,270 $10.0M
Capital Group Private Client Services, Inc. 0.17% Add +3.3% 40,219 $10.0M
Diversified Portfolios, Inc. 0.82% Reduce -1.1% 40,114 $9.9M
Systematic Alpha Investments, LLC 0.35% No change 40,006 $9.9M
Laird Norton Wetherby Trust Company, LLC 0.22% Add +15.0% 39,995 $9.9M
Foundations Investment Advisors, LLC 0.12% Add +46.1% 39,684 $9.8M
Chicago Partners Investment Group LLC 0.22% Reduce -0.1% 35,453 $9.8M
Perigon Wealth Management, LLC 0.18% Reduce -30.3% 39,457 $9.8M
Associated Banc-Corp 0.26% Add +6.5% 39,392 $9.8M
Becker Capital Management Inc. 0.28% Add +0.6% 39,067 $9.7M
Howard Capital Management, LLC 0.16% Reduce -5.9% 38,983 $9.7M
Evercore Wealth Management, LLC 0.15% Reduce -0.4% 38,929 $9.7M
Vavra Capital Management, LLC 9.37% Reduce -1.1% 38,881 $9.6M
TSG Advice Partners, LLC 1.44% Reduce -74.7% 38,816 $9.6M
Mackenzie Financial Corp. 0.01% Reduce -27.2% 38,815 $9.6M
Aspen Investment Management Inc 2.93% Add +0.7% 38,605 $9.6M
Segall Bryant & Hamill, LLC 0.14% Reduce -29.9% 38,578 $9.6M
Evergreen Capital Management LLC 0.21% Add +4.6% 38,411 $9.5M
Corsicana & Co. 6.00% Add +3.0% 47,478 $9.5M
PKO Investment Management Joint-Stock Co 0.79% No change 38,033 $9.4M
Meridian Wealth Partners, LLC 1.29% Reduce -0.0% 38,016 $9.4M
Carret Asset Management, LLC 0.92% Reduce -1.1% 38,001 $9.4M
Daymark Wealth Partners, LLC 0.29% Reduce -9.5% 37,638 $9.3M
James Investment Research, Inc. 1.05% Add +8.7% 37,630 $9.3M
Asset One Wealth Management LLC 1.03% Add +2319.1% 33,964 $9.3M
LPWM LLC 2.35% Reduce -5.9% 37,577 $9.3M
Bailard, Inc. 0.21% No change 37,398 $9.3M
Culbertson A N & Co. Inc. 1.20% Reduce -2.1% 37,383 $9.3M
Parkside Financial Bank & Trust 0.71% Reduce -1.1% 37,312 $9.3M
Ridgepath Capital Management LLC 4.59% Add +246.2% 37,239 $9.2M
MCF Advisors LLC 0.40% Reduce -19.3% 37,164 $9.2M
Raelipskie Partnership 3.88% Reduce -3.0% 36,943 $9.2M
Moller Wealth Partners 1.80% Add +10.2% 36,861 $9.1M
Lee Johnson Capital Management, LLC 3.26% Add +4.0% 36,656 $9.1M
Arrowstreet Capital, Limited Partnership 0.00% Add +14.1% 36,630 $9.1M
Gilbert & Cook, Inc. 1.17% Reduce -2.0% 36,523 $9.1M
Partners Capital Investment Group, LLP 0.34% Reduce -2.5% 36,279 $9.0M
Capital Investment Advisory Services, LLC 0.65% Reduce -3.3% 35,917 $8.9M
Eagle Strategies LLC 1.05% New 35,520 $8.8M
PCM Encore, LLC 1.81% Add +12.7% 35,480 $8.8M
Country Trust Bank 0.17% Add +1.1% 35,433 $8.8M
Capstone Financial Advisors, Inc. 0.47% Reduce -1.5% 35,073 $8.7M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% Add +8.7% 36,100 $8.7M
Kickstand Ventures, Llc. 1.82% Add +3.8% 34,768 $8.6M
Geneos Wealth Management Inc. 0.20% Reduce -15.9% 34,709 $8.6M
Harbour Investments, Inc. 0.13% Add +38.7% 34,626 $8.6M
Private Wealth Asset Management, LLC 0.91% Reduce -1.2% 34,306 $8.5M
Rathbones Group PLC 0.03% Add +8.0% 34,275 $8.5M
Coldstream Capital Management Inc. 0.11% Reduce -2.7% 34,255 $8.5M
Gladstone Institutional Advisory LLC 0.31% Add +21.4% 34,173 $8.5M
NBT Bank, N.A. 0.56% Add +0.1% 34,173 $8.5M
Barings LLC 0.14% New 34,127 $8.5M
Palisades Investment Partners, LLC 3.31% Add +7.6% 34,065 $8.4M
Redwood Investment Management, LLC 1.05% Add +12.6% 34,019 $8.4M
Oppenheimer & Co. Inc. 0.10% Reduce -3.9% 34,002 $8.4M
Voya Investment Management LLC 0.01% Reduce -29.0% 33,899 $8.4M
Rossmore Private Capital 0.74% Add +1.3% 33,743 $8.4M
Sierra Capital LLC 0.91% Reduce -4.3% 33,507 $8.3M
Ramsay, Stattman, Vela & Price, Inc. 1.64% Reduce -1.6% 33,503 $8.3M
Macco Financial Group, Inc. 6.28% Add +208.3% 33,455 $8.3M
Newport Capital Group, LLC 5.05% Add +0.2% 33,415 $8.3M
Rhumbline Advisers 0.01% Add +345.9% 33,284 $8.3M
Bartlett & Co. Wealth Management LLC 0.11% Reduce -2.4% 29,647 $8.2M
Pine Valley Investments Ltd Liability Co 0.40% Reduce -0.9% 33,199 $8.2M
Sowell Financial Services LLC 0.30% Reduce -3.4% 33,148 $8.2M
Parisi Gray Wealth Management 1.96% Add +20.7% 33,100 $8.2M
NWF Advisory Services Inc. 0.93% Add +3.8% 33,053 $8.2M
Ascent Group, LLC 0.28% Add +2.6% 33,014 $8.2M
Independent Family Office, LLC 3.37% No change 33,011 $8.2M
Palisade Asset Management, LLC 0.82% Reduce -0.1% 32,974 $8.2M
Arax Advisory Partners 0.23% Add +309.6% 32,814 $8.1M
World Investment Advisors 0.13% Reduce -0.6% 32,744 $8.1M
C M Bidwell & Associates Ltd. 3.78% No change 32,610 $8.1M
Platt Investment Counsel, LLC 6.22% Add +38.8% 32,567 $8.1M
Scotia Capital Inc. 0.03% Add +5.6% 32,501 $8.1M
Equitable Holdings, Inc. 0.05% Add +3.4% 159,768 $8.0M
DRW Securities, LLC 0.43% Reduce -13.6% 32,125 $8.0M
Midwest Trust Co 0.10% Reduce -1.9% 31,859 $7.9M
Composition Wealth, LLC 0.11% Add +8.8% 31,659 $7.9M
St. Louis Trust Co 0.91% Add +9.4% 31,465 $7.8M
SimpliFi, Inc. 3.26% Reduce -0.5% 31,308 $7.8M
Klingman & Associates, LLC 0.38% Reduce -1.1% 31,249 $7.7M
Unique Wealth, LLC 1.07% Add +1.9% 31,218 $7.7M
Mandatum Life Insurance Co Ltd 1.72% Add +20.4% 30,911 $7.7M
DHJJ Financial Advisors, Ltd. 2.54% Reduce -1.7% 30,847 $7.6M
RK Capital Management, LLC 17.54% New 30,645 $7.6M
Bleakley Financial Group, LLC 0.12% Add +1.2% 30,475 $7.6M
Great Valley Advisor Group, Inc. 0.14% Add +146.7% 30,408 $7.5M
Cornerstone Advisory, LLC 0.71% Add +0.1% 30,259 $7.5M
Banque Cantonale Vaudoise 0.28% Add +3.4% 30,243 $7.5M
JMG Financial Group, Ltd. 0.20% Reduce -4.5% 29,830 $7.4M
Arete Wealth Advisors, LLC 0.55% Reduce -4.8% 29,826 $7.4M
Mutual Advisors, LLC 0.16% Add +8.8% 29,768 $7.4M
California First Leasing Corp. 2.36% No change 29,705 $7.4M
Single Point Partners, LLC 1.46% Add +0.3% 29,628 $7.3M
CMG Global Holdings, LLC 3.50% Reduce -0.5% 29,622 $7.3M
Tompkins Financial Corp. 0.58% Add +31.2% 29,450 $7.3M
Avidian Wealth Enterprises, LLC 0.23% Reduce -2.1% 29,210 $7.2M
New England Private Wealth Advisors LLC 0.84% Add +0.1% 29,197 $7.2M
Ballentine Partners, LLC 0.10% Add +0.4% 29,182 $7.2M
Ashton Thomas Private Wealth, LLC 0.17% Add +0.0% 29,149 $7.2M
Dumont & Blake Investment Advisors LLC 1.80% Reduce -5.7% 29,015 $7.2M
Curi Capital, LLC 0.13% Reduce -8.6% 28,967 $7.2M
Iowa State Bank 1.31% Add +832.0% 28,800 $7.1M
Cullen/Frost Bankers, Inc. 0.08% Add +1.3% 28,667 $7.1M
Cary Street Partners Financial LLC 0.18% Reduce -1.9% 28,664 $7.1M
Burling Wealth Partners, LLC 1.15% Reduce -10.1% 28,612 $7.1M
AE Wealth Management LLC 0.04% Add +18.3% 28,580 $7.1M
Belpointe Asset Management LLC 0.26% Add +71.9% 28,183 $7.0M
Parallel Advisors, LLC 0.13% Add +15.9% 28,151 $7.0M
First Citizens Bank & Trust Co. 0.15% Reduce -5.2% 28,140 $7.0M
Dorsey & Whitney Trust CO LLC 0.38% Reduce -0.7% 28,089 $7.0M
Spruce Point Capital Management, LLC 9.28% Add +133.3% 28,000 $6.9M
Berkshire Money Management, Inc. 0.71% Add +294.2% 27,861 $6.9M
Prime Capital Investment Advisors, LLC 0.08% Reduce -0.7% 27,783 $6.9M
Financial Engines Advisors L.L.C. 0.01% Reduce -4.5% 27,768 $6.9M
Kingsview Wealth Management, LLC 0.09% Add +45.5% 27,594 $6.8M
JFS Wealth Advisors, LLC 0.38% Add +0.1% 27,574 $6.8M
Maven Securities LTD 0.40% New 27,557 $6.8M
Caerus Investment Advisors, LLC 2.88% Reduce -1.6% 27,493 $6.8M
Arkadios Wealth Advisors 0.11% Reduce -41.9% 27,483 $6.8M
Beacon Investment Advisory Services, Inc. 0.28% Reduce -0.9% 27,334 $6.8M
Focus Partners Advisor Solutions, LLC 0.07% Add +1.2% 27,332 $6.8M
Independence Bank of Kentucky 0.86% Reduce -1.5% 27,258 $6.8M
Fifth Third Wealth Advisors LLC 0.22% Reduce -1.5% 26,594 $6.6M
Level Four Advisory Services, LLC 0.22% Reduce -38.0% 26,569 $6.6M
American Century Companies Inc. 0.00% Reduce -15.6% 26,400 $6.5M
Venture Visionary Partners LLC 0.22% Reduce -0.3% 26,397 $6.5M
Fiduciary Trust Co 0.08% Reduce -0.6% 26,390 $6.5M
Cambridge Associates LLC /Ma/ 0.10% Reduce -11.4% 26,269 $6.5M
YHB Investment Advisors, Inc. 0.46% Reduce -2.2% 26,143 $6.5M
HighPoint Advisor Group LLC 0.27% Reduce -3.9% 26,115 $6.5M
Pine Ridge Advisers LLC 0.46% No change 26,022 $6.5M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.58% Reduce -1.3% 26,008 $6.4M
GreatBanc Trust CO 4.51% Reduce -0.1% 25,961 $6.4M
JCIC Asset Management Inc. 1.97% New 25,890 $6.4M
Jacksonville Wealth Management, LLC 4.34% Add +18.3% 25,885 $6.4M
Fearless Solutions, LLC dba Best Invest 3.87% Reduce -2.1% 25,827 $6.4M
Peddock Capital Advisors, LLC 1.41% Add +0.7% 25,819 $6.4M
Wealthcare Advisory Partners LLC 0.12% Add +38.9% 25,729 $6.4M
Meridian Wealth Management, LLC 0.23% Add +50.3% 25,657 $6.4M
Welch & Forbes LLC 0.08% Reduce -8.1% 25,603 $6.3M
Snowden Capital Advisors LLC 0.17% Reduce -1.4% 25,575 $6.3M
Investors Asset Management of Georgia Inc. /Ga/ 2.60% Reduce -25.4% 25,760 $6.3M
SVB Wealth LLC 0.42% Reduce -8.4% 25,557 $6.3M
City Holding Co. 0.78% Reduce -1.6% 25,281 $6.3M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +152.9% 25,260 $6.3M
Northwest Bancshares, Inc. 1.25% Add +70.2% 25,233 $6.3M
Horizon Bancorp Inc. 3.01% Reduce -8.9% 25,204 $6.3M
Summit Wealth Partners, LLC 0.99% Add +1.1% 25,127 $6.2M
Torrey-Payne Wealth Management, LLC 5.69% Reduce -0.1% 25,025 $6.2M
Bridges Investment Management Inc. 0.08% No change 25,016 $6.2M
WCG Wealth Advisors LLC 0.17% Add +11.8% 24,921 $6.2M
Guided Capital Wealth Management, LLC 4.07% Reduce -24.0% 24,888 $6.2M
PFW Advisors LLC 1.94% Reduce -7.5% 24,835 $6.2M
Haverford Trust Co 0.06% Add +5.6% 24,834 $6.2M
Nvwm, LLC 1.36% Add +49.3% 24,622 $6.1M
Union Savings Bank 2.66% Add +0.8% 24,490 $6.1M
Canton Hathaway, LLC 1.22% No change 24,411 $6.1M
BayBridge Capital Group, LLC 3.74% No change 24,496 $6.0M
McKinley Carter Wealth Services, Inc. 0.35% Reduce -4.4% 24,216 $6.0M
Clark Financial Services Group Inc. 3.29% Reduce -8.1% 24,060 $6.0M
Evolution Wealth Advisors, LLC 0.61% Add +1.5% 24,045 $6.0M
Mill Creek Capital Advisors, LLC 0.12% Reduce -0.5% 24,023 $6.0M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4.46% Reduce -11.6% 21,128 $6.0M
Williams Jones Wealth Management, LLC. 0.07% Add +3.9% 23,974 $5.9M
Three Bridge Wealth Advisors, LLC 1.63% Add +17.3% 23,917 $5.9M
Wincap Financial LLC 3.89% Add +5.5% 23,575 $5.8M
Laurel Wealth Advisors LLC 0.58% Add +23.4% 20,526 $5.8M
Madrid Financial Services 3.44% New 23,504 $5.8M
MPWM Advisory Solutions, LLC 3.09% Add +1.2% 23,492 $5.8M
Spahn Wealth & Retirement LLC 7.40% No change 23,445 $5.8M
Mount Capital Ltd 2.31% No change 23,100 $5.7M
CreativeOne Wealth, LLC 0.13% Reduce -7.8% 22,945 $5.7M
Summit Wealth & Retirement Planning, Inc. 1.36% Reduce -1.9% 22,937 $5.7M
Aptus Capital Advisors, LLC 0.05% Reduce -80.5% 22,930 $5.7M
IronBridge Private Wealth, LLC 1.83% Reduce -60.9% 22,859 $5.7M
CWA Asset Management Group, LLC 0.19% Add +14.2% 22,709 $5.6M
Trust Co. of Toledo NA 0.53% Reduce -0.4% 22,683 $5.6M
Moneywise, Inc. 2.45% Add +976.6% 22,663 $5.6M
Atom Investors LP 0.40% New 22,645 $5.6M
Pinnacle Wealth Management Group, Inc. 2.74% Reduce -0.7% 22,471 $5.6M
Meridian Investment Counsel Inc. 1.32% Add +2.8% 22,427 $5.6M
Rockingstone Advisors LLC 2.55% Add +0.9% 22,411 $5.6M
Fort Washington Investment Advisors Inc. 0.03% Add +16.3% 22,385 $5.6M
St. Johns Investment Management Company, LLC 2.33% Reduce -0.9% 22,356 $5.5M
Crescent Grove Advisors, LLC 0.55% Reduce -5.0% 22,353 $5.5M
London Co. of Virginia 0.03% Reduce -57.5% 22,334 $5.5M
E&G Advisors, LLC 1.23% Add +2.1% 22,296 $5.5M
Cordgrass Capital Advisors, LLC 1.29% Add +0.7% 22,257 $5.5M
Apella Capital, LLC 0.08% Add +9.0% 19,988 $5.5M
Amtrust Financial Services, Inc. 1.84% No change 22,200 $5.5M
NewEdge Wealth, LLC 0.07% Reduce -31.0% 22,106 $5.5M
Novem Group 0.63% Add +1.8% 22,093 $5.5M
Helios Capital Management Pte. Ltd. 5.74% Reduce -31.3% 22,000 $5.5M
Genesis Financial Group, LLC 3.66% Add +25.2% 21,989 $5.5M
Stordahl Capital Management, Inc. 1.12% Reduce -4.8% 21,939 $5.4M
Aureus Asset Management, LLC 0.36% Add +13.2% 21,901 $5.4M
Fifth Third Securities, Inc. 0.35% Reduce -0.8% 21,836 $5.4M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.27% Add +2.5% 21,786 $5.4M
Prosperity Consulting Group, LLC 0.24% Reduce -1.1% 21,773 $5.4M
Addenda Capital Inc. 0.15% Add +0.5% 21,760 $5.4M
First National Bank of Omaha 0.17% Add +7.7% 22,453 $5.4M
DAVENPORT & Co LLC 0.03% Add +16.7% 21,611 $5.4M
Arcadia Investment Advisors LLC 2.53% Reduce -2.9% 21,606 $5.4M
Corepath Wealth Partners LLC 3.61% Reduce -2.5% 20,570 $5.4M
Triumph Capital Management 1.10% Add +7.6% 21,579 $5.4M
Aristotle Capital Boston, LLC 0.33% Reduce -41.7% 21,370 $5.3M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -75.9% 21,114 $5.2M
Alpha Capital Advisors Inc. 4.98% Add +2.6% 21,095 $5.2M
Twin Focus Capital Partners, LLC 0.60% Add +58.0% 21,017 $5.2M
Aua Capital Management, LLC 2.65% Add +3.9% 20,929 $5.2M
Duncker Streett & Co. Inc. 0.99% Add +143.2% 20,921 $5.2M
One Capital Management, LLC 0.14% Add +21.2% 20,834 $5.2M
Spire Wealth Management 0.18% Add +4.7% 20,813 $5.2M
Ironsides Asset Advisors, LLC 1.29% Add +3.8% 20,802 $5.2M
Surience Private Wealth LLC 5.53% Reduce -43.2% 20,770 $5.2M
Smith Chas P & Associates Pa Cpas 0.28% Reduce -0.1% 20,750 $5.1M
Smith & Howard Wealth Management, LLC 1.11% Reduce -7.4% 20,767 $5.1M
Ackerman Asset Management, LLC 3.58% Reduce -1.4% 20,716 $5.1M
Carnegie Investment Counsel 0.10% Reduce -1.1% 20,471 $5.1M
Ssi Investment Management LLC 0.42% Reduce -0.2% 20,406 $5.1M
First Heartland Consultants, Inc. 0.39% Reduce -44.1% 20,380 $5.1M
Montag A & Associates Inc. 0.24% Reduce -4.3% 20,369 $5.1M
Rehmann Capital Advisory Group 0.26% Reduce -12.9% 20,252 $5.0M
C2C Wealth Management, LLC 4.25% Reduce -1.3% 20,246 $5.0M
Sigma Planning Corp 0.14% Add +4.5% 20,148 $5.0M
TCV Trust & Wealth Management, Inc. 0.42% Reduce -5.0% 20,146 $5.0M
KCM Capital Inc 0.93% Add +95.2% 20,100 $5.0M
Orion Porfolio Solutions, LLC 0.04% Reduce -31.1% 20,080 $5.0M
Ionic Capital Management LLC 4.98% New 20,000 $5.0M
Private Advisory Group LLC 0.34% Add +8.6% 19,934 $4.9M
OneDigital Investment Advisors LLC 0.05% Reduce -2.3% 19,760 $4.9M
Loomis Sayles & Co. L P 0.01% Add +199.6% 19,755 $4.9M
Purpose Unlimited Inc. 0.20% Add +6.0% 19,700 $4.9M
Bank of Nova Scotia 0.01% No change 19,673 $4.9M
Cliftonlarsonallen Wealth Advisors, LLC 0.07% Reduce -29.3% 19,599 $4.9M
Larson Financial Group LLC 0.16% Reduce -14.7% 19,599 $4.9M
Addis & Hill, Inc 2.93% Add +1.8% 19,434 $4.8M
Webster Bank, N. A. 0.45% Add +18.3% 19,285 $4.8M
Calton & Associates, Inc. 0.68% Add +0.3% 19,212 $4.8M
Consolidated Portfolio Review Corp 0.43% No change 19,162 $4.8M
Private Trust Co. NA 0.42% Reduce -14.3% 19,121 $4.7M
KLCM Advisors, Inc. 0.41% Add +1.5% 19,081 $4.7M
Capstone Wealth Management Group, LLC 1.98% New 19,073 $4.7M
Fairway Wealth LLC 1.25% Add +5.3% 19,058 $4.7M
Legacy Trust 0.90% Add +1.5% 19,035 $4.7M
Lansing Street Advisors 1.19% Reduce -0.5% 18,993 $4.7M
Acropolis Investment Management, LLC 0.21% Add +0.3% 18,952 $4.7M
TFO Wealth Partners, LLC 0.63% No change 18,818 $4.7M
BSW Wealth Partners 0.57% Add +1.4% 18,751 $4.7M
EFG International AG 0.10% Add +2.5% 18,718 $4.6M
HUB Investment Partners, LLC 0.11% Add +2.9% 18,692 $4.6M
Summit Place Financial Advisors, LLC 2.22% Add +4.7% 18,680 $4.6M
Krane Financial Solutions LLC 3.14% — 18,619 $4.6M
Equitable Trust Co. 0.21% Add +2.2% 18,574 $4.6M
AlTi Global, Inc. 0.10% Add +10.8% 18,484 $4.6M
Steph & Co. 1.31% Reduce -13.3% 18,506 $4.6M
Boston Research & Management Inc. 1.09% Reduce -7.5% 18,497 $4.6M
Marquette Asset Management, LLC 0.69% Reduce -39.4% 18,431 $4.6M
Menora Mivtachim Holdings LTD. 0.02% Add +12.2% 18,346 $4.5M
TD Waterhouse Canada Inc. 0.01% Add +8.4% 18,203 $4.5M
Sunburst Financial Group, LLC 0.87% Add +0.2% 18,283 $4.5M
Appleton Partners Inc. 0.32% Reduce -0.4% 18,220 $4.5M
Wealthspan Partners, LLC 1.59% Add +3.1% 18,166 $4.5M
Cercano Management LLC 0.19% No change 18,137 $4.5M
Richard P Slaughter Associates Inc 0.97% Add +0.4% 18,117 $4.5M
Fulton Bank, N.A. 0.16% Add +1.6% 18,094 $4.5M
Benchmark Financial Wealth Advisors, LLC 1.23% Reduce -7.7% 17,964 $4.5M
Fire Capital Management LLC 2.08% Add +17.6% 17,927 $4.4M
Lanark Financial, Inc. 0.33% Reduce -8.3% 17,847 $4.4M
Abundance Wealth Counselors 0.63% Add +16.4% 17,784 $4.4M
FAS Wealth Partners, Inc. 0.27% Add +0.2% 17,596 $4.4M
Operose Advisors LLC 1.00% Reduce -0.1% 17,375 $4.3M
Crews Bank & Trust 0.62% Reduce -0.6% 17,311 $4.3M
Canandaigua National Corp. 0.38% — 17,261 $4.3M
Thrivent Financial for Lutherans 0.01% Reduce -73.9% 17,343 $4.3M
Legacy Advisory Services, LLC 3.27% Add +5.0% 17,244 $4.3M
Heritage Investors Management Corp. 0.13% Reduce -2.0% 17,234 $4.3M
Ameritas Advisory Services, LLC 0.17% Reduce -5.8% 17,097 $4.2M
Crestwood Advisors Group, LLC 0.07% Add +1.9% 17,066 $4.2M
Northeast Financial Group, Inc. 1.13% Reduce -18.8% 17,048 $4.2M
Auour Investments LLC 1.33% Add +3.5% 17,051 $4.2M
Kaydan Wealth Management, Inc. 1.41% Add +3.3% 16,973 $4.2M
Western Wealth Management, LLC 0.16% Add +47.9% 16,969 $4.2M
Nicolet Bankshares Inc. 0.15% Add +77.5% 16,877 $4.2M
International Assets Investment Management, LLC 0.29% Add +50.9% 16,749 $4.2M
Franklin, Parlapiano, Turner & Welch, LLC 0.99% Reduce -1.8% 15,151 $4.2M
Fsa Wealth Partners, Inc. 1.97% Reduce -50.1% 16,711 $4.1M
Safe Harbor Fiduciary, LLC 3.93% Add +7.0% 16,658 $4.1M
Pinnacle Wealth Planning Services, Inc. 0.43% Reduce -15.2% 16,646 $4.1M
Patten & Patten Inc. 0.25% Add +9.9% 16,624 $4.1M
Continuum Advisory, LLC 0.40% Add +1.9% 16,618 $4.1M
Doliver Advisors, LP 0.94% Add +9.3% 16,609 $4.1M
Freestone Capital Holdings, LLC 0.13% Reduce -3.3% 16,559 $4.1M
Wealth Advisory Solutions, LLC 0.91% Reduce -6.4% 16,543 $4.1M
Sincerus Advisory, LLC 3.10% Reduce -1.7% 16,499 $4.1M
BankPlus Wealth Management LLC 2.11% Add +3.5% 16,460 $4.1M
New York State Common Retirement Fund 0.01% Add +1.8% 16,447 $4.1M
Peak Asset Management, LLC 0.72% Reduce -1.6% 16,429 $4.1M
GC Wealth Management RIA, LLC 0.17% Add +1.4% 16,421 $4.1M
Certuity, LLC 0.27% Reduce -30.9% 16,382 $4.1M
T. Rowe Price Associates Inc. 0.00% Reduce -27.1% 16,321 $4.0M
Inman Jager Wealth Management, LLC 2.36% Reduce -1.9% 16,300 $4.0M
Perissos Private Wealth Management, LLC 3.50% Add +6.5% 16,253 $4.0M
Simplex Trading, LLC 0.12% New 16,229 $4.0M
Lifestyle Asset Management, Inc. 1.31% Add +26.3% 16,217 $4.0M
Mayflower Financial Advisors, LLC 0.49% Add +5.6% 16,215 $4.0M
Connecticut Wealth Management, LLC 0.17% Reduce -15.9% 16,157 $4.0M
Jaffetilchin Investment Partners, LLC 0.24% Add +2.0% 16,097 $4.0M
Wedmont Private Capital 0.13% Add +18.8% 15,324 $4.0M
Harmony Asset Management LLC 1.22% Add +11.7% 16,050 $4.0M
American Assets Investment Management, LLC 0.27% No change 16,000 $4.0M
Benjamin Edwards Inc. 0.04% Add +5.5% 15,997 $4.0M
Guggenheim Capital LLC 0.03% Add +1.3% 15,954 $4.0M
Federation des caisses Desjardins du Quebec 0.01% Reduce -57.3% 15,925 $3.9M
Ames National Corp. 2.37% Reduce -1.3% 15,920 $3.9M
Firestone Capital Management 0.82% Add +0.8% 15,915 $3.9M
Tandem Financial, LLC 1.33% Add +242.9% 15,799 $3.9M
1492 Capital Management LLC 1.49% New 15,765 $3.9M
Breakthru Advisory Services, LLC 6.22% No change 15,642 $3.9M
Quantbot Technologies LP 0.16% Reduce -37.7% 15,613 $3.9M
WealthBridge Capital Management, LLC 0.89% Reduce -18.8% 15,539 $3.9M
LSP Investment Advisors, LLC 2.79% No change 15,500 $3.8M
Tidal Investments LLC 0.01% Reduce -46.8% 15,491 $3.8M
Institute for Wealth Management, LLC. 0.41% Add +17.1% 15,455 $3.8M
Tocqueville Asset Management L.P. 0.06% Reduce -1.9% 15,397 $3.8M
Walkner Condon Financial Advisors LLC 0.50% Reduce -0.3% 15,368 $3.8M
Banque Pictet & Cie SA 0.04% Reduce -68.2% 15,355 $3.8M
Insigneo Advisory Services, LLC 0.27% Reduce -8.6% 15,197 $3.8M
First Merchants Corp. 0.14% Add +7.5% 15,106 $3.7M
Harbour Capital Advisors, LLC 0.71% Reduce -0.8% 13,528 $3.7M
Joel Isaacson & Co., LLC 0.12% Add +5.2% 14,926 $3.7M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -65.6% 14,917 $3.7M
Principal Financial Group Inc. 0.00% Reduce -38.6% 14,830 $3.7M
PFG Advisors 0.18% Add +41.8% 14,743 $3.7M
Private Wealth Advisors, LLC 1.02% Add +11.6% 14,692 $3.6M
Quadrant Capital Group LLC 0.11% Reduce -23.8% 14,637 $3.6M
Trifecta Capital Advisors, LLC 0.56% Reduce -3.6% 14,622 $3.6M
Chemung Canal Trust Co. 0.73% Reduce -4.0% 14,616 $3.6M
Sagespring Wealth Partners, LLC 0.07% Add +2.6% 14,615 $3.6M
Mission Wealth Management, LP 0.08% Add +12.6% 14,612 $3.6M
Bison Wealth, LLC 0.35% Add +22.5% 12,722 $3.6M
Sound View Wealth Advisors Group, LLC 0.24% Reduce -0.6% 14,492 $3.6M
NDWM LLC 2.33% New 14,480 $3.6M
Holistic Financial Partners 1.33% Reduce -2.0% 14,466 $3.6M
Mycio Wealth Partners, LLC 0.71% Add +0.3% 14,401 $3.6M
Three Seasons Wealth, LLC 1.35% Reduce -55.4% 14,301 $3.5M
Russell Investments Group, Ltd. 0.00% Reduce -12.9% 14,263 $3.5M
Evermay Wealth Management LLC 0.39% Reduce -2.2% 14,256 $3.5M
Manchester Capital Management LLC 0.51% Reduce -34.8% 14,224 $3.5M
Fiducient Advisors LLC 0.46% Add +113.3% 14,171 $3.5M
Capitol Family Office, Inc. 4.14% No change 14,244 $3.5M
Cozad Asset Management Inc. 0.27% Reduce -1.5% 14,097 $3.5M
Greenleaf Trust 0.03% Reduce -6.8% 14,081 $3.5M
Birch Hill Investment Advisors LLC 0.16% Add +0.2% 14,075 $3.5M
SouthState Bank Corp 0.16% Add +33.8% 14,074 $3.5M
OpenArc Corporate Advisory, LLC 0.05% Reduce -0.5% 14,069 $3.5M
Ninety One SA (Pty) Ltd 0.15% New 14,357 $3.5M
Goldstone Financial Group, LLC 0.38% Reduce -41.7% 14,053 $3.5M
Davidson Trust Co. 1.49% No change 13,964 $3.5M
Comprehensive Financial Consultants Institutional, Inc. 1.02% Add +29.9% 13,874 $3.4M
Americana Partners, LLC 0.09% Add +0.0% 13,873 $3.4M
Cranbrook Wealth Management, LLC 0.70% Reduce -2.4% 13,800 $3.4M
Salem Investment Counselors Inc. 0.10% No change 13,708 $3.4M
Vestmark Advisory Solutions, Inc. 0.04% Add +4.4% 13,645 $3.4M
Corundum Group, Inc. 1.13% Add +26.0% 13,630 $3.4M
Audent Global Asset Management, LLC 3.37% Reduce -17.8% 11,831 $3.4M
Apollon Wealth Management, LLC 0.05% Reduce -8.6% 13,601 $3.4M
Rik Saylor Financial, Inc. 2.56% Reduce -0.1% 13,593 $3.4M
Beam Wealth Advisors, Inc. 0.84% Reduce -15.9% 13,565 $3.4M
Wedbush Securities Inc. 0.10% Reduce -19.0% 13,514 $3.4M
Diversified Enterprises, LLC 0.18% Reduce -1.7% 13,506 $3.3M
M Holdings Securities, Inc. 0.23% Reduce -9.3% 12,486 $3.3M
Rebalance, LLC 0.19% Reduce -5.0% 13,472 $3.3M
Heck Capital Advisors, LLC 0.25% Add +20.6% 13,454 $3.3M
Campion Asset Management 2.26% Reduce -0.7% 13,423 $3.3M
Lifeworks Advisors, LLC 0.43% Add +19.5% 13,406 $3.3M
Berkshire Asset Management LLC 0.14% Add +1.3% 13,384 $3.3M
Seamount Financial Group Inc. 1.49% Reduce -1.1% 13,344 $3.3M
Redwood Wealth Management Group, LLC 1.43% Reduce -1.7% 13,344 $3.3M
Bouchey Financial Group, Ltd. 0.24% No change 12,623 $3.3M
Central Pacific Bank - Trust Division 0.44% Reduce -22.0% 13,311 $3.3M
AdvisorNet Financial, Inc 0.17% Add +8.4% 13,304 $3.3M
Resolute Advisors LLC 1.36% Add +0.1% 13,284 $3.3M
Legacy Edge Advisors, LLC 0.35% Reduce -0.7% 13,238 $3.3M
Ayalon Insurance Comp Ltd. 0.67% No change 13,230 $3.3M
Viewpoint Capital Management LLC 1.53% Add +12.4% 13,229 $3.3M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.1% 13,227 $3.3M
Kovack Advisors, Inc. 0.18% Reduce -33.4% 13,156 $3.3M
Vision Capital Management, Inc. 0.41% Reduce -1.9% 13,157 $3.3M
PFG Investments, LLC 0.15% Add +18.4% 13,131 $3.3M
Aspect Partners, LLC 1.32% Reduce -62.4% 13,061 $3.2M
Gryphon Financial Partners LLC 0.34% Add +6.5% 12,968 $3.2M
Intrua Financial, LLC 0.34% Add +165.5% 12,946 $3.2M
BOK Financial Private Wealth, Inc. 0.19% Reduce -7.1% 12,889 $3.2M
Pursue Wealth Partners LLC 1.90% Reduce -15.9% 12,835 $3.2M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -1.4% 12,805 $3.2M
HORAN Wealth, LLC 0.30% Add +100.0% 12,820 $3.2M
Godshalk Welsh Capital Management, Inc. 1.83% Reduce -0.2% 12,722 $3.2M
Archer Investment Corp 0.67% Reduce -7.6% 12,720 $3.2M
State of Wisconsin Investment Board 0.01% Reduce -78.8% 12,603 $3.1M
Aegis Wealth Management LLC 1.79% Reduce -11.2% 12,595 $3.1M
ASL Financial, LLC 2.49% Reduce -4.9% 12,588 $3.1M
Zacks Investment Management 0.03% Reduce -65.5% 12,547 $3.1M
Flagstar Securities, Inc. 1.12% Reduce -11.7% 12,506 $3.1M
Cahill Financial Advisors Inc. 0.34% Reduce -0.5% 12,485 $3.1M
Independence Wealth Advisors, LLC 1.64% Reduce -18.4% 12,443 $3.1M
Cornerstone Advisors Asset Management, LLC 0.48% No change 12,437 $3.1M
RMR Wealth Builders 0.24% Reduce -57.8% 12,422 $3.1M
Cannon Advisors, Inc. 2.28% Add +2.4% 12,394 $3.1M
Circle Wealth Management, LLC 0.04% Reduce -6.0% 12,380 $3.1M
Redhawk Wealth Advisors, Inc. 0.33% Add +21.9% 12,176 $3.0M
Signature Equity Partners, LLC 1.62% Add +1.1% 12,169 $3.0M
St. Clair Advisors, LLC 0.80% Add +164.7% 12,154 $3.0M
Ryan Investment Management, Inc. 1.69% Reduce -44.9% 12,106 $3.0M
Camarda Financial Advisors, LLC 1.57% Add +493.9% 12,038 $3.0M
Pines Wealth Management, LLC 0.96% Add +0.4% 12,016 $3.0M
Atlantic Union Bankshares Corp 0.06% Add +9.6% 12,009 $3.0M
Wilmar Advisors LLC 2.57% Add +140.0% 12,000 $3.0M
AlphaCore Capital LLC 0.07% Reduce -2.0% 11,989 $3.0M
Earnest Partners LLC 0.01% Reduce -80.8% 11,944 $3.0M
LGL Partners, LLC 1.22% Add +0.2% 11,936 $3.0M
Bedel Financial Consulting, Inc. 0.34% Reduce -0.5% 11,924 $3.0M
Harvest Investment Services, LLC 0.54% Add +34.4% 11,912 $3.0M
Arbor Trust Wealth Advisors, LLC 1.30% Reduce -0.3% 11,909 $3.0M
Alley Investment Management Company, LLC 0.36% Reduce -1.9% 11,853 $2.9M
Quadcap Wealth Management, LLC 0.33% Reduce -15.6% 11,772 $2.9M
Prudent Man Advisors, LLC 0.87% Reduce -27.0% 11,712 $2.9M
Readystate Asset Management LP 0.30% Add +726.1% 11,657 $2.9M
Fortis Group Advisors, LLC 0.48% Reduce -40.6% 10,370 $2.9M
Clientfirst Wealth Management, LLC 2.43% No change 11,603 $2.9M
CWC Advisors, LLC. 1.37% Add +42.5% 11,599 $2.9M
SBI Okasan Asset Management Co.Ltd. 0.12% Reduce -33.2% 12,000 $2.9M
Legacy Wealth Partners, LLC 0.72% Add +21.5% 11,568 $2.9M
3Chopt Investment Partners, LLC 0.66% Reduce -0.1% 11,560 $2.9M
Saxony Capital Management, LLC 1.66% Add +249.1% 11,547 $2.9M
Essex Financial Services, Inc. 0.16% Add +1.3% 11,506 $2.9M
Leslie Global Wealth, LLC 1.50% Reduce -15.8% 11,485 $2.8M
10Elms LLP 1.96% Add +10.0% 11,442 $2.8M
LifeSteps Financial, Inc. 1.80% Reduce -4.2% 11,434 $2.8M
Kingswood Wealth Advisors, LLC 0.13% Reduce -6.9% 11,417 $2.8M
Annandale Capital, LLC 0.46% No change 11,400 $2.8M
Provenance Wealth Advisors, LLC 0.30% Reduce -0.2% 11,365 $2.8M
REDW Wealth LLC 1.12% Reduce -4.8% 11,345 $2.8M
Chesapeake Wealth Management 0.86% Reduce -5.5% 11,313 $2.8M
Avestar Capital, LLC 0.19% Add +16.0% 11,250 $2.8M
GK Wealth Management LLC 2.42% New 11,629 $2.8M
DWR Wealth Management, LLC 2.42% Reduce -1.9% 11,629 $2.8M
Visionary Wealth Advisors 0.12% Add +12.2% 11,215 $2.8M
Delos Wealth Advisors, LLC 1.59% Add +20.8% 11,198 $2.8M
Pacific Capital Wealth Advisors, Inc. 0.47% Add +4.8% 11,183 $2.8M
Wealthedge Investment Advisors, LLC 1.02% Reduce -47.7% 11,170 $2.8M
Algert Global LLC 0.04% Reduce -50.9% 11,144 $2.8M
Washington Trust Bank 0.20% Add +575.5% 11,098 $2.8M
West Bancorporation Inc. 1.37% Reduce -5.3% 11,087 $2.7M
StoneX Group Inc. 0.15% Reduce -50.9% 11,088 $2.7M
Johnson Financial Group, Inc. 0.10% No change 11,077 $2.7M
Tanager Wealth Management LLP 0.26% Reduce -4.2% 11,031 $2.7M
JHP Wealth Management, LLC 2.61% Add +0.0% 11,004 $2.7M
Garden State Investment Advisory Services LLC 0.65% Reduce -4.3% 10,995 $2.7M
American Institute for Advanced Investment Management, LLP 1.76% No change 10,977 $2.7M
Allodium Investment Consultants, LLC 1.30% Reduce -0.7% 10,968 $2.7M
SK Wealth Management, LLC 0.75% Add +5.6% 10,754 $2.7M
Genesee Capital Advisors, LLC 1.13% Reduce -2.4% 10,913 $2.7M
Saxon Interests, Inc. 0.93% Reduce -10.1% 10,905 $2.7M
GEM Asset Management, LLC 1.19% Add +0.1% 10,899 $2.7M
Forte Asset Management LLC 1.18% Add +6.0% 10,865 $2.7M
Life Line Wealth Management LLC 1.20% Add +0.2% 10,861 $2.7M
Moody National Bank Trust Division 0.26% Add +0.0% 10,825 $2.7M
Ashton Thomas Securities, LLC 0.34% New 10,785 $2.7M
Hirtle & Co., LLC 0.10% Add +16.0% 10,783 $2.7M
Balboa Wealth Partners 0.45% Add +284.4% 10,767 $2.7M
Frederick Financial Consultants, LLC 1.32% Reduce -4.5% 10,716 $2.7M
U.S. Capital Wealth Advisors, LLC 0.07% Add +93.4% 10,661 $2.6M
Forvis Mazars Wealth Advisors, LLC 0.05% Reduce -0.8% 10,630 $2.6M
Parr McKnight Wealth Management Group, LLC 0.34% Reduce -28.0% 10,609 $2.6M
Anchor Capital Advisors LLC 0.07% Reduce -5.4% 10,589 $2.6M
Plan Group Financial, LLC 0.61% Add +36.1% 10,542 $2.6M
Polymer Capital Management (HK) LTD 0.37% Add +85.3% 10,520 $2.6M
Advisor Resource Council 1.03% Reduce -6.0% 10,507 $2.6M
Moors & Cabot, Inc. 0.11% Add +1.1% 10,427 $2.6M
Burke & Herbert Bank & Trust Co. 0.71% Add +1.7% 10,399 $2.6M
Timothy G. Youngquist 2020 Irrevocable Trust 1.26% New 10,388 $2.6M
Herbst Group, LLC 1.59% Add +937.4% 10,374 $2.6M
Exencial Wealth Advisors, LLC 0.08% Reduce -13.8% 10,323 $2.6M
Nwam LLC 0.15% Add +6.0% 10,307 $2.6M
Matrix Asset Advisors Inc. 0.23% Reduce -0.4% 10,281 $2.5M
Paragon Private Wealth Management, LLC 0.80% Add +3.0% 10,273 $2.5M
Trivium Point Advisory, LLC 0.46% Reduce -6.6% 10,254 $2.5M
HBK Sorce Advisory LLC 0.05% Add +5.8% 8,935 $2.5M
Keebeck Wealth Management 0.29% Reduce -29.7% 10,233 $2.5M
Virtue Asset Management LLC 2.06% Reduce -1.0% 10,203 $2.5M
Farmers Trust Co. 0.40% Reduce -1.1% 10,159 $2.5M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +253.3% 10,147 $2.5M
RKL Wealth Management LLC 0.23% Reduce -5.6% 10,133 $2.5M
Chris Bulman Inc 1.10% Reduce -8.4% 10,124 $2.5M
Nations Financial Group Inc, /Ia/ 0.13% Add +3.2% 10,121 $2.5M
Udine Wealth Management, Inc. 1.23% New 10,116 $2.5M
Pinkerton Wealth, LLC 0.23% Reduce -1.9% 10,180 $2.5M
Savvy Advisors, Inc. 0.07% Add +21.9% 10,072 $2.5M
Cosner Financial Group, LLC 1.36% Reduce -6.0% 10,019 $2.5M
Cornerstone Capital, Inc. 0.25% No change 10,013 $2.5M
Verition Fund Management LLC 0.03% Reduce -60.3% 10,001 $2.5M
Quattro Financial Advisors LLC 0.75% No change 10,000 $2.5M
Stevens Capital Management LP 0.38% New 10,000 $2.5M
Sachem Hill LLC 0.48% Reduce -1.1% 9,982 $2.5M
Jessup Wealth Management, Inc 0.90% Reduce -9.2% 9,928 $2.5M
Peregrine Asset Advisers, Inc. 0.66% Reduce -0.5% 9,926 $2.5M
Claro Advisors Inc. 0.29% Add +6.5% 9,846 $2.4M
Vise Technologies, Inc. 0.05% No change 9,885 $2.4M
Bantamac Capital, LLC 1.77% No change 9,810 $2.4M
Leavell Investment Management, Inc. 0.10% Reduce -4.0% 9,778 $2.4M
Revolve Wealth Partners, LLC 0.31% Reduce -3.2% 9,765 $2.4M
RPg Family Wealth Advisory, LLC 0.51% Add +143.1% 9,758 $2.4M
Riverpoint Wealth Management Holdings, LLC 0.51% Add +0.2% 9,749 $2.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -0.7% 9,681 $2.4M
KCM Investment Advisors LLC 0.08% Add +6.1% 9,678 $2.4M
Bryn Mawr Trust Advisors, LLC 0.12% Add +37.8% 9,676 $2.4M
Texas Capital Bank Wealth Management Services Inc 0.14% Add +60.5% 9,663 $2.4M
Southern Capital Advisors, LLC 1.12% Add +2.4% 9,655 $2.4M
Second Half Financial Partners, LLC 1.08% Add +59.3% 9,648 $2.4M
Facet Wealth, Inc. 0.04% Add +2.4% 9,638 $2.4M
Athena Investment Management 1.24% No change 9,629 $2.4M
Hunting Hill Global Capital, LLC 2.84% New 9,600 $2.4M
Risk Paradigm Group, LLC 2.03% Add +148.6% 9,589 $2.4M
GWN Securities Inc. 0.45% Reduce -20.8% 9,565 $2.4M
Tudor Investment Corporation 0.01% Reduce -98.5% 9,559 $2.4M
Miller Financial Services LLC 2.64% Reduce -4.0% 9,557 $2.4M
Avior Wealth Management, LLC 0.07% Add +50.0% 9,650 $2.4M
Keystone Financial Group 0.16% Add +1062.8% 9,535 $2.4M
Jackson, Grant Investment Advisers, Inc. 0.79% Add +5.4% 9,534 $2.4M
VVR Holdings LLC 1.22% Add +6.7% 9,527 $2.4M
Pure Financial Advisors, LLC 0.03% Reduce -1.2% 9,518 $2.4M
Spinnaker Trust 0.13% Reduce -5.0% 9,497 $2.4M
Lyell Wealth Management, LP 0.17% Add +1.8% 9,496 $2.4M
Absolute Capital Management, LLC 0.78% Reduce -18.6% 9,442 $2.3M
Lexington Hill Partners, LLC 1.33% Reduce -4.9% 9,440 $2.3M
American Wealth Advisors, LLC 2.44% Add +0.2% 9,437 $2.3M
Vident Advisory, LLC 0.02% Reduce -0.3% 9,426 $2.3M
Essex Bank 0.52% Add +1.6% 9,425 $2.3M
jvl associates llc 0.78% No change 9,416 $2.3M
Advisor OS, LLC 0.17% Add +6.9% 9,391 $2.3M
Centennial Bank 0.84% Reduce -9.1% 9,384 $2.3M
Gridiron Partners, LLC 1.41% Reduce -0.1% 9,335 $2.3M
Hollencrest Capital Management 0.09% Add +1.1% 9,335 $2.3M
Abbot Financial Management, Inc. 0.98% Reduce -1.7% 9,319 $2.3M
Trust Point Inc. 0.20% Add +1.5% 9,316 $2.3M
Delta Investment Management, LLC 0.41% Reduce -13.9% 9,240 $2.3M
SageView Advisory Group, LLC 0.08% Reduce -7.8% 9,219 $2.3M
Empirical Asset Management, LLC 0.60% Add +3.3% 9,179 $2.3M
Oakwell Private Wealth Management, LLC 0.41% No change 9,171 $2.3M
Shelton Capital Management 0.05% Reduce -0.2% 9,150 $2.3M
Mechanics Financial Corp 0.95% Reduce -2.4% 9,102 $2.3M
HM Payson & Co. 0.03% Add +1.1% 9,095 $2.3M
Childress Capital Advisors, LLC 0.41% Add +1.8% 9,091 $2.3M
Legacy Bridge, LLC 0.86% Add +1.8% 9,076 $2.3M
Silverleafe Capital Partners, LLC 0.68% Add +19.1% 9,076 $2.3M
Thompson Siegel & Walmsley LLC 0.04% Reduce -1.1% 9,067 $2.2M
K.J. Harrison & Partners Inc 0.37% Reduce -59.6% 9,058 $2.2M
Opus Capital Group, LLC 0.24% Reduce -0.9% 9,051 $2.2M
Mathes Company, Inc. 0.82% No change 9,030 $2.2M
RB Capital Management, LLC 0.49% Reduce -0.9% 8,917 $2.2M
Tradition Wealth Management, LLC 0.16% Add +0.1% 9,015 $2.2M
Aaron Wealth Advisors LLC 0.13% No change 9,010 $2.2M
Innealta Capital, LLC 1.39% New 9,002 $2.2M
Glen Eagle Advisors, LLC 0.31% Reduce -0.4% 8,999 $2.2M
Range Advisory, LLC 0.41% Add +52.2% 8,996 $2.2M
KKM Financial LLC 0.39% No change 9,033 $2.2M
Consilio Wealth Advisors, LLC 0.65% Add +0.1% 8,948 $2.2M
Grove Bank & Trust 0.25% Reduce -2.0% 8,948 $2.2M
Beirne Wealth Consulting Services, LLC 0.62% Reduce -9.3% 8,872 $2.2M
MLP3, LLC 2.42% Add +0.1% 8,798 $2.2M
Sterling Investment Advisors LLC 1.04% No change 8,773 $2.2M
Integrity Alliance, Llc. 0.08% Add +15.1% 8,767 $2.2M
Valmark Advisers, Inc. 0.03% Add +1.7% 8,760 $2.2M
Baxter Bros Inc. 0.27% No change 8,759 $2.2M
Tempus Wealth Planning, LLC 0.50% Add +3.9% 8,752 $2.2M
Indiana Trust & Investment Management Co 0.67% Reduce -2.2% 8,727 $2.2M
PKS Advisory Services, LLC 0.50% Reduce -0.3% 8,772 $2.2M
Foundation Wealth Management, LLC\PA 0.76% Reduce -6.1% 8,682 $2.2M
Shay Capital LLC 0.31% Reduce -37.6% 8,678 $2.2M
GM Advisory Group, LLC 0.08% Add +9.2% 8,672 $2.2M
Eldridge Investment Advisors, Inc. 0.47% Add +0.5% 8,656 $2.1M
Paragon Capital Management LLC 1.06% Add +0.0% 8,623 $2.1M
Toth Financial Advisory Corp. 0.23% Add +13.2% 8,518 $2.1M
Advisors Management Group Inc. 0.38% Add +0.5% 8,506 $2.1M
Ticino Wealth 0.73% Reduce -3.3% 8,157 $2.1M
CJM Wealth Advisers, Ltd. 0.64% Add +4.9% 8,430 $2.1M
Seneca Financial Advisors LLC 0.61% Reduce -1.6% 8,425 $2.1M
Pointe Capital Management LLC 1.03% Reduce -0.0% 8,418 $2.1M
Oxford Financial Group, LTD. LLC 0.11% Reduce -13.7% 8,411 $2.1M
Gardner Lewis Asset Management L P 0.45% No change 8,390 $2.1M
Transcend Capital Advisors, LLC 0.17% Add +168.4% 8,368 $2.1M
State Board of Administration of Florida Retirement System 0.00% No change 8,357 $2.1M
United Advisor Group, LLC 0.26% Add +14.6% 8,353 $2.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.25% Reduce -10.2% 8,342 $2.1M
Pettyjohn, Wood & White, Inc. 0.33% Add +1.5% 8,340 $2.1M
1834 Investment Advisors Co. 0.26% No change 8,328 $2.1M
Topsail Wealth Management, LLC 0.30% Add +0.4% 8,314 $2.1M
Ballast Advisors LLC 0.60% Reduce -1.9% 8,308 $2.1M
Montecito Bank & Trust 0.34% Reduce -2.8% 8,293 $2.1M
Lakeshore Financial Planning, Inc. 0.75% Add +2.1% 8,291 $2.1M
Sonata Capital Group Inc. 0.76% Add +8.4% 8,281 $2.1M
Westmount Partners, LLC 0.50% Add +3.1% 8,182 $2.0M
Salus Financial Advisors, LLC 1.18% Add +0.1% 8,163 $2.0M
Csenge Advisory Group 0.09% Reduce -38.2% 8,145 $2.0M
ExodusPoint Capital Management, LP 0.02% Add +442.8% 8,125 $2.0M
Woodstock Corp. 0.18% Reduce -28.1% 8,120 $2.0M
Kavar Capital Partners Group, LLC 0.25% Reduce -0.3% 8,116 $2.0M
MidFirst Bank 0.17% Reduce -36.1% 8,116 $2.0M
Davis R M Inc. 0.04% Add +0.4% 8,115 $2.0M
GenTrust, LLC 0.09% Reduce -6.7% 8,066 $2.0M
Builder Investment Group Inc. 0.43% Reduce -0.2% 8,051 $2.0M
Paladin Partners, LLC 1.43% Add +18.6% 7,972 $2.0M
Sage Capital Advisors,llc 0.46% Reduce -12.8% 7,920 $2.0M
Bluespring Wealth Management, LLC 0.17% Reduce -4.6% 7,911 $2.0M
Focus Financial Network, Inc. 0.07% Reduce -9.1% 7,901 $2.0M
DBK Financial Counsel, LLC 1.48% Reduce -7.2% 7,886 $2.0M
Principal Securities, Inc. 0.03% Reduce -23.9% 7,878 $2.0M
Gateway Investment Advisers LLC 0.02% Add +2.1% 7,861 $1.9M
Dagco, Inc. 0.42% Reduce -1.9% 7,861 $1.9M
Wealth Watch Advisors, INC 0.82% Add +24.2% 7,855 $1.9M
Greenwich Wealth Management LLC 0.08% Reduce -1.7% 7,851 $1.9M
Chatham Capital Group, Inc. 0.28% Reduce -1.3% 7,843 $1.9M
B. Riley Wealth Advisors, Inc. 0.13% Reduce -56.4% 8,078 $1.9M
North Star Investment Management Corp. 0.12% Add +2.5% 7,785 $1.9M
SlateStone Wealth, LLC 0.16% Add +24.2% 7,782 $1.9M
Evernest Financial Advisors, LLC 0.40% Add +0.0% 6,914 $1.9M
Ananym Capital Management, LP 0.73% New 7,721 $1.9M
Regent Peak Wealth Advisors LLC 0.39% Reduce -0.7% 7,690 $1.9M
Moneco Advisors, LLC 0.15% Reduce -5.0% 7,683 $1.9M
Aspen Capital Management, LLC 0.47% Reduce -0.3% 7,683 $1.9M
K2 Principal Fund, L.P. 0.58% New 7,635 $1.9M
Sunbelt Securities, Inc. 0.12% Reduce -13.5% 7,631 $1.9M
Kiley Juergens Wealth Management, LLC 0.33% New 7,626 $1.9M
Apriem Advisors 0.18% Reduce -0.7% 7,624 $1.9M
Financial Synergies Wealth Advisors, Inc. 0.18% Reduce -3.1% 7,601 $1.9M
Wealth Architects, LLC 0.17% Add +1.0% 7,588 $1.9M
Fca Corp. 0.53% Reduce -1.7% 7,584 $1.9M
Sunflower Bank, N.A. 0.48% No change 7,538 $1.9M
Sageworth Trust Co of South Dakota 1.48% No change 7,537 $1.9M
IFG Advisors, LLC 0.31% Add +4.5% 7,526 $1.9M
Founders Grove Wealth Partners, LLC 0.42% Reduce -2.4% 7,513 $1.9M
Harbor Investment Advisory, LLC 0.15% Add +1.0% 7,505 $1.9M
Bensler, LLC 0.19% Reduce -5.4% 7,486 $1.9M
Cornerstone Wealth Group, LLC 0.12% Reduce -81.0% 6,757 $1.9M
Woodard & Co. Asset Management Group Inc. 0.30% Reduce -66.0% 7,456 $1.8M
Vista Finance, LLC 1.46% Add +13.0% 7,429 $1.8M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -1.3% 7,401 $1.8M
Rwa Wealth Partners, LLC 0.02% Add +4.1% 7,398 $1.8M
Retirement Planning Group, LLC 0.06% Add +23.2% 7,384 $1.8M
Optima Capital LLC 0.85% Reduce -8.7% 7,371 $1.8M
Powell Investment Advisors, LLC 0.63% Reduce -11.1% 7,361 $1.8M
Evelyn Partners Asset Management Ltd 0.45% Add +0.1% 7,359 $1.8M
Wakefield Asset Management LLLP 0.48% Reduce -0.2% 7,349 $1.8M
Rothschild Investment LLC 0.10% Add +1.8% 7,346 $1.8M
Shelton Wealth Management, LLC 0.79% Reduce -2.8% 7,259 $1.8M
Ironwood Investment Management LLC 0.75% Reduce -71.6% 7,244 $1.8M
WealthShield Partners, LLC 0.20% Reduce -4.0% 7,209 $1.8M
State of Wyoming 0.21% Add +16.1% 7,195 $1.8M
Brand Asset Management Group, Inc. 0.46% No change 7,191 $1.8M
Monetary Management Group Inc. 0.43% Add +3.8% 7,180 $1.8M
Soltis Investment Advisors LLC 0.12% Add +16.1% 7,172 $1.8M
Ethos Financial Group, LLC 0.13% Reduce -2.2% 7,320 $1.8M
Fagan Associates, Inc. 0.25% Reduce -1.8% 7,139 $1.8M
Cambient Family Office, LLC 0.25% Reduce -46.2% 7,139 $1.8M
Union Bancaire Privee, UBP SA 0.02% Reduce -6.3% 7,449 $1.8M
Fogel Capital Management, Inc. 0.80% Reduce -2.1% 7,083 $1.8M
LVW Advisors, LLC 0.17% Add +4.9% 7,081 $1.8M
Orca Investment Management, LLC 1.49% Reduce -0.0% 7,068 $1.8M
Legacy Advisors, LLC 0.21% Reduce -6.7% 7,066 $1.8M
Sanders Morris Harris LLC 0.28% New 12,000 $1.7M
Lazard Asset Management LLC 0.00% No change 6,994 $1.7M
Florida Trust Wealth Management Co 0.05% Add +25.2% 6,957 $1.7M
Patriot Investment Management Group, Inc. 0.11% No change 6,952 $1.7M
Camelot Portfolios, LLC 1.29% Add +3.8% 6,930 $1.7M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -0.1% 6,928 $1.7M
Relyea Zuckerberg Hanson LLC 0.17% Add +0.5% 6,927 $1.7M
Pallas Capital Advisors LLC 0.06% Add +1.2% 6,908 $1.7M
Segment Wealth Management, LLC 0.10% Reduce -2.8% 6,900 $1.7M
Abacus Planning Group, Inc. 0.23% Reduce -1.4% 6,894 $1.7M
Bricktown Capital, LLC 0.34% No change 6,891 $1.7M
Avantax Planning Partners, Inc. 0.05% Reduce -1.5% 6,890 $1.7M
Morangie Management LLC 1.57% No change 6,867 $1.7M
IAM Advisory, LLC 0.38% Reduce -1.4% 6,863 $1.7M
Forteris Wealth Management Inc. 1.62% Reduce -2.1% 6,844 $1.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +14.2% 7,039 $1.7M
LaSalle St. Investment Advisors, LLC 0.24% Add +17.1% 6,769 $1.7M
Veracity Capital LLC 0.60% Reduce -15.2% 6,736 $1.7M
One Charles Private Wealth Services, LLC 0.42% Add +0.0% 6,733 $1.7M
Red Tortoise LLC 0.70% Reduce -2.1% 6,730 $1.7M
Fisher Asset Management 0.00% Reduce -31.6% 6,718 $1.7M
Disciplined Investments, LLC 0.59% Add +0.8% 6,665 $1.7M
Mather Group, Llc. 0.02% Add +6.2% 6,649 $1.6M
Plum Street Advisors, LLC 0.57% Add +1.4% 6,626 $1.6M
Ruggiero Investments, Inc. 1.59% Reduce -3.5% 6,617 $1.6M
CX Institutional 0.05% Reduce -8.0% 6,605 $1.6M
Orgel Wealth Management, LLC 0.04% Add +1.7% 6,597 $1.6M
Asset Advisory Group, Inc. 0.82% Reduce -0.0% 6,596 $1.6M
Farmers National Bank 0.36% No change 6,583 $1.6M
Sage Rhino Capital LLC 0.31% No change 6,581 $1.6M
LS Investment Advisors, LLC 0.24% Add +0.0% 6,566 $1.6M
Keystone Wealth Services, LLC 0.35% Reduce -0.0% 6,532 $1.6M
Intrepid Financial Planning Group LLC 0.65% Reduce -5.8% 6,527 $1.6M
BankPlus Trust Department 0.43% No change 6,511 $1.6M
Allen Investment Management, LLC 0.02% No change 6,500 $1.6M
Paces Ferry Wealth Advisors, LLC 0.67% Reduce -3.5% 6,497 $1.6M
Mosaic Financial Group, LLC 1.14% Reduce -6.7% 6,487 $1.6M
Waldron Private Wealth LLC 0.06% Reduce -10.0% 6,465 $1.6M
626 Financial, LLC 0.72% Reduce -1.1% 6,459 $1.6M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -2.6% 6,430 $1.6M
Angeles Wealth Management, LLC 0.09% Add +2.0% 6,428 $1.6M
Penn Capital Management Company, LLC 0.12% Reduce -40.3% 6,427 $1.6M
Signal Tree Financial Partners LLC 1.20% No change 6,422 $1.6M
Nuveen, LLC 0.00% Reduce -49.9% 7,399 $1.6M
Heritage Family Offices, LLP 0.70% Reduce -32.8% 6,400 $1.6M
AmeriServ Wealth Advisors 1.01% Reduce -8.4% 6,388 $1.6M
Rothschild Capital Partners, LLC 0.39% New 6,388 $1.6M
Penobscot Investment Management Company, Inc. 0.12% Add +3.4% 6,343 $1.6M
MV Capital Management, Inc. 0.15% Add +8.4% 6,314 $1.6M
Cambria Investment Management, L.P. 0.09% Reduce -10.4% 6,302 $1.6M
May Hill Capital, LLC 0.39% Reduce -3.3% 6,298 $1.6M
Fort Point Capital Partners LLC 0.20% Reduce -0.7% 6,285 $1.6M
Tsfg, LLC 0.24% Reduce -1.7% 6,257 $1.6M
MBL Wealth, LLC 0.12% Reduce -14.9% 6,258 $1.6M
Deroy & Devereaux Private Investment Counsel Inc. 0.07% Add +0.5% 6,244 $1.5M
Planned Solutions, Inc. 0.51% Add +0.2% 6,243 $1.5M
Money Concepts Capital Corp. 0.09% Reduce -98.3% 6,233 $1.5M
Cambridge Advisors Inc. 0.30% No change 6,217 $1.5M
Boston Family Office LLC 0.10% Reduce -0.3% 6,214 $1.5M
Fonville Wealth Management LLC 0.29% Reduce -6.5% 6,190 $1.5M
Hickory Point Bank & Trust 1.01% Add +7.4% 6,186 $1.5M
Fosun International Ltd 0.42% New 6,183 $1.5M
Kelly Financial Group LLC 0.38% Reduce -2.6% 6,167 $1.5M
Lunt Capital Management, Inc. 0.59% No change 6,152 $1.5M
Steel Grove Capital Advisors, LLC 0.16% Reduce -4.4% 6,143 $1.5M
Miller Investment Management, LP 0.15% No change 6,138 $1.5M
Assetmark, Inc. 0.00% Add +37.5% 6,129 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -39.9% 6,121 $1.5M
Steinberganna Wealth Management 0.73% Add +21.1% 6,119 $1.5M
Allie Family Office LLC 0.66% Reduce -20.1% 6,118 $1.5M
Koshinski Asset Management, Inc. 0.09% Add +7.8% 6,106 $1.5M
IF Advisors, LLC 1.07% Add +0.1% 6,101 $1.5M
St Germain D J Co. Inc. 0.06% Reduce -0.2% 6,068 $1.5M
Choate Investment Advisors 0.03% Reduce -11.8% 6,033 $1.5M
Ancora Advisors LLC 0.03% Reduce -0.7% 6,025 $1.5M
Archford Capital Strategies, LLC 0.17% Reduce -12.2% 6,012 $1.5M
Atticus Wealth Management, LLC 0.40% Reduce -18.9% 5,998 $1.5M
Caliber Wealth Management, LLC / KS 0.16% Reduce -6.9% 5,998 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Add +1.5% 5,996 $1.5M
IPG Investment Advisors LLC 0.25% No change 5,984 $1.5M
Confluence Wealth Services, Inc. 0.06% Reduce -2.9% 5,976 $1.5M
Highland Capital Management, LLC 0.08% Reduce -29.6% 5,944 $1.5M
Bernard Wealth Management Corp. 0.63% Add +0.2% 5,937 $1.5M
17 Capital Partners, LLC 0.76% Add +6.5% 5,929 $1.5M
Keel Point, LLC 0.10% Reduce -30.1% 5,918 $1.5M
Catalyst Financial Partners LLC 0.17% Reduce -5.7% 5,916 $1.5M
Tortoise Investment Management, LLC 0.12% Add +4.6% 5,872 $1.5M
Osborne Partners Capital Management, LLC 0.08% Reduce -0.7% 5,868 $1.5M
Madison Asset Management, LLC 0.02% Add +3.0% 5,855 $1.5M
Eagle Harbor Asset Management Inc. 1.24% No change 5,848 $1.5M
Keating Financial Advisory Services, Inc. 0.23% Reduce -6.9% 5,845 $1.4M
Ellenbecker Investment Group 0.19% Reduce -2.6% 5,823 $1.4M
Regal Investment Advisors LLC 0.08% Add +6.7% 5,809 $1.4M
Morris Financial Concepts, Inc. 0.49% Add +0.7% 5,800 $1.4M
Rise Advisors, LLC 0.51% Add +1.9% 5,753 $1.4M
Objective Capital Management, LLC 1.44% No change 5,742 $1.4M
Huntleigh Advisors, Inc. 0.24% Add +5.1% 5,731 $1.4M
Westwood Holdings Group Inc. 0.01% Add +0.3% 5,731 $1.4M
Runnymede Capital Advisors, Inc. 1.22% New 5,721 $1.4M
Guyasuta Investment Advisors Inc. 0.08% No change 5,717 $1.4M
First Trust Advisors LP 0.00% Reduce -2.9% 5,700 $1.4M
Adapt Wealth Advisors, LLC 0.51% Reduce -8.9% 5,683 $1.4M
Capital Advisors Inc. 0.02% Add +1.0% 5,681 $1.4M
Wealthfront Advisers LLC 0.00% Add +32.6% 5,671 $1.4M
Fiduciary Alliance LLC 0.08% Add +15.1% 5,197 $1.4M
Community Bank, N.A. 0.17% Reduce -2.9% 5,638 $1.4M
Gradient Capital Advisors, LLC 0.36% Reduce -1.4% 5,584 $1.4M
Alamea Verwaltungs GmbH 1.03% No change 5,025 $1.4M
Bare Financial Services, Inc 0.37% Reduce -0.1% 5,574 $1.4M
Advisors Capital Management, LLC 0.02% Add +2.6% 5,566 $1.4M
Summit Financial Strategies, Inc. 0.11% Add +1.3% 5,565 $1.4M
Nordwand Advisors, LLC 0.24% Add +1.9% 5,556 $1.4M
Brian Low Financial Group, LLC 0.94% Add +8.9% 5,552 $1.4M
Well Done, LLC 0.20% Add +5.7% 5,547 $1.4M
SOA Wealth Advisors, LLC. 0.26% Add +0.1% 83,820 $1.4M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -1.2% 5,525 $1.4M
Roan Capital Partners 1.26% — 5,487 $1.4M
Parsons Capital Management Inc. 0.06% Add +15.6% 5,458 $1.4M
LCW Services, LLC 0.67% Add +117.1% 5,453 $1.4M
Victory Financial Group, LLC 0.17% Add +30.3% 5,444 $1.4M
CM Wealth Advisors LLC 0.29% Reduce -1.9% 5,436 $1.3M
Simplicity Wealth,LLC 0.08% Reduce -4.5% 5,431 $1.3M
Tower Research Capital LLC (TRC) 0.03% Reduce -96.5% 5,415 $1.3M
LCNB Corp. 0.45% Add +6.9% 5,414 $1.3M
Aprio Wealth Management, LLC 0.07% Add +0.3% 5,414 $1.3M
Mittelman Wealth Management 0.84% Reduce -45.1% 5,401 $1.3M
State Street Corp. 0.00% Reduce -1.8% 5,400 $1.3M
Coordinated Financial Services, Inc. 0.78% Reduce -6.6% 5,379 $1.3M
Argentarii, LLC 0.47% Add +0.2% 5,374 $1.3M
BG Investment Services, LLC 1.11% Reduce -8.8% 5,371 $1.3M
Betterment LLC 0.00% Reduce -9.9% 5,369 $1.3M
RFG Advisory, LLC 0.02% Reduce -10.8% 5,363 $1.3M
Stephenson & Company, Inc. 0.72% Reduce -1.4% 5,348 $1.3M
Dymon Asia Capital (singapore) Pte. LTD. 0.29% New 5,334 $1.3M
Ascentis Independent Advisors 0.10% Add +138.6% 5,326 $1.3M
TMB Capital Partners, LLC 0.44% Reduce -9.6% 5,318 $1.3M
B & T Capital Management DBA Alpha Capital Management 0.19% New 5,313 $1.3M
Cardiff Park Advisors, LLC 0.11% Reduce -2.7% 5,311 $1.3M
Plancorp, LLC 0.04% Add +4.0% 5,041 $1.3M
Worth Asset Management, LLC 0.49% New 5,275 $1.3M
Eq LLC 0.37% Reduce -0.2% 5,251 $1.3M
Savior LLC 4.62% Add +5.0% 5,217 $1.3M
Ballast Rock Private Wealth LLC 0.72% Reduce -2.3% 5,213 $1.3M
NorthCoast Asset Management LLC 0.03% Reduce -15.1% 5,212 $1.3M
Gambit Capital Management, LLC 0.93% Reduce -38.9% 5,211 $1.3M
Blue Trust, Inc. 0.01% Reduce -30.2% 5,211 $1.3M
Neumann Capital Management, LLC 0.38% No change 5,208 $1.3M
Compass Ion Advisors, LLC 0.12% Add +0.1% 5,207 $1.3M
Matrix Private Capital Group LLC 0.62% Reduce -1.2% 5,200 $1.3M
Old North State Trust, LLC 0.77% Reduce -0.8% 5,198 $1.3M
Pitti Group Wealth Management, LLC 1.05% Add +5.8% 5,192 $1.3M
MWA Asset Management 0.70% Add +1.6% 5,182 $1.3M
Stillwater Capital Advisors, LLC 0.15% Reduce -2.4% 5,176 $1.3M
Moody LYNN Lieberson & Walker, LLC 0.07% Add +1.4% 5,176 $1.3M
Baldwin Wealth Partners LLC 0.09% Reduce -6.4% 5,162 $1.3M
EverSource Wealth Advisors, LLC 0.04% Add +23.9% 5,149 $1.3M
Stonebridge Capital Advisors LLC 0.09% Reduce -1.0% 5,145 $1.3M
DSG Capital Advisors, LLC 0.20% No change 5,099 $1.3M
Allegheny Financial Group 0.17% Add +35.1% 5,079 $1.3M
Weaver Consulting Group 0.30% Reduce -3.0% 5,064 $1.3M
HCR Wealth Advisors 0.13% No change 5,051 $1.3M
Whitegate Investment Counselors, Inc. 0.40% No change 5,038 $1.2M
Aurelius Family Office LLC 0.54% Reduce -1.8% 5,038 $1.2M
Colorado Capital Management, Inc. 0.46% Reduce -1.7% 5,022 $1.2M
Teachers Insurance & Annuity Association of America 1.56% Reduce -0.1% 5,019 $1.2M
Fragasso Financial Advisors Inc 0.08% Add +0.4% 4,932 $1.2M
Signature Estate & Investment Advisors LLC 0.03% New 5,014 $1.2M
CENTRAL TRUST Co 0.02% Add +45.8% 5,011 $1.2M
Willis Johnson & Associates, Inc. 0.07% Reduce -42.1% 5,010 $1.2M
Radnor Capital Management, LLC 0.18% Reduce -55.1% 5,008 $1.2M
Naples Global Advisors, LLC 0.09% Add +0.2% 5,008 $1.2M
Gateway Wealth Partners, LLC 0.05% Add +262.3% 5,000 $1.2M
Galilei Investment Office LLP 0.64% No change 5,000 $1.2M
Corvex Management LP 0.05% New 5,000 $1.2M
Obermeyer Wealth Partners 0.06% No change 4,992 $1.2M
Cambridge Financial Group, LLC 0.42% Reduce -15.5% 4,991 $1.2M
Volterra Technologies LP 0.88% New 4,983 $1.2M
Intrust Bank NA 0.10% Reduce -5.8% 4,982 $1.2M
Evanson Asset Management, LLC 0.07% Add +0.1% 4,976 $1.2M
Clear Wave Wealth Management LLC 0.31% — 4,975 $1.2M
Proffitt & Goodson Inc. 0.19% Reduce -23.4% 4,969 $1.2M
Chartist Inc. 0.88% Add +1.5% 4,965 $1.2M
First Nebraska Trust Co 0.11% No change 4,963 $1.2M
1900 Wealth Management LLC 0.08% Reduce -0.1% 4,959 $1.2M
First Business Financial Services, Inc. 0.11% No change 4,950 $1.2M
Camelot Technology Advisors, Inc. 0.90% Add +0.1% 4,948 $1.2M
Perennial Investment Advisors, LLC 0.10% Reduce -25.0% 4,938 $1.2M
Nixon Peabody Trust Co. 0.10% Reduce -43.2% 4,930 $1.2M
Cannell & Spears LLC 0.02% Reduce -6.3% 4,930 $1.2M
Azimuth Capital Investment Management LLC 0.05% Add +3.0% 4,921 $1.2M
Capital Investment Advisors, LLC 0.02% Add +41.0% 4,911 $1.2M
Penobscot Wealth Management 0.36% Add +45.3% 4,907 $1.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.41% Reduce -6.8% 4,390 $1.2M
Y-Intercept (Hong Kong) Ltd 0.02% Add +38.1% 4,890 $1.2M
Aegis Wealth Management, Inc. 0.95% Add +3.1% 4,884 $1.2M
Smartleaf Asset Management LLC 0.04% Reduce -10.6% 5,043 $1.2M
Middleton & Co. Inc. 0.14% Reduce -0.0% 4,829 $1.2M
Ironwood Investment Counsel, LLC 0.17% Reduce -5.0% 4,827 $1.2M
CVFG LLC 0.15% Add +6.6% 4,821 $1.2M
Realta Investment Advisors 0.41% Add +0.5% 4,818 $1.2M
William John Sempolinski 0.60% Add +0.5% 4,818 $1.2M
Root Financial Partners, LLC 0.06% Add +44.1% 4,814 $1.2M
Pacific Financial Group Inc. 0.64% Add +3.8% 4,798 $1.2M
Excalibur Management Corp. 0.43% Add +1.6% 4,790 $1.2M
Mgo One Seven LLC 0.02% Reduce -20.2% 4,783 $1.2M
Parthenon LLC 0.14% Reduce -0.8% 4,761 $1.2M
Arcus Capital Partners, LLC 0.42% Add +0.6% 4,759 $1.2M
Focused Alpha, LLC 0.36% Add +403.2% 4,725 $1.2M
Permanent Capital Management, LP 0.18% Reduce -20.8% 4,202 $1.2M
Rialto Wealth Management, LLC 0.26% No change 4,696 $1.2M
Addison Capital Co 0.21% Add +149.6% 4,695 $1.2M
Philadelphia Trust Co. 0.08% Reduce -6.0% 4,668 $1.2M
Meridian Wealth Advisors, LLC 0.15% Reduce -3.7% 4,669 $1.2M
Cape Ann Savings Bank 0.58% No change 4,667 $1.2M
Richard W. Paul & Associates, LLC 0.39% Reduce -1.7% 4,667 $1.2M
AtlasMark Financial, Inc 0.75% No change 4,700 $1.2M
Decision Investments, Inc. 1.31% Reduce -2.8% 4,639 $1.2M
Alpha Advisors, LLC 0.91% Add +86.3% 4,627 $1.1M
Sepio Capital, LP 0.06% Reduce -75.1% 4,602 $1.1M
Garde Capital, Inc. 0.07% Add +23.8% 4,589 $1.1M
Roman Butler Fullerton & Co. 0.31% Reduce -56.1% 4,365 $1.1M
Platform Technology Partners 0.22% Add +38.9% 4,577 $1.1M
Next Capital Management LLC 0.34% Add +2.5% 4,551 $1.1M
Verum Partners LLC 0.21% Add +4.0% 4,523 $1.1M
Magnolia Capital Advisors LLC 0.22% No change 4,515 $1.1M
Core Wealth Advisors, Inc. 0.27% Reduce -0.6% 4,510 $1.1M
Caldwell Trust Co 0.10% No change 4,500 $1.1M
Tranquility Partners, LLC 0.42% Add +8.8% 4,500 $1.1M
McClarren Financial Advisors, Inc. 0.66% Add +23.1% 4,495 $1.1M
Moisand Fitzgerald Tamayo, LLC 0.12% Reduce -0.4% 4,483 $1.1M
Wellspring Financial Advisors, LLC 0.08% Reduce -2.5% 4,478 $1.1M
Insight Advisors, LLC/ PA 0.21% Add +9.6% 4,455 $1.1M
Global Financial Private Client, LLC 0.36% No change 4,444 $1.1M
Zions Bancorporation, National Association 0.07% No change 4,438 $1.1M
Parker Financial LLC 0.44% Reduce -5.5% 4,425 $1.1M
Brady Family Wealth, LLC 0.34% No change 4,424 $1.1M
Nicholas Investment Partners, LP 0.09% Reduce -13.8% 4,415 $1.1M
Cherry Tree Wealth Management, LLC 0.23% No change 4,397 $1.1M
Brooklyn Investment Group 0.03% Add +348.9% 4,395 $1.1M
Fort Sheridan Advisors LLC 0.13% Add +5.2% 4,395 $1.1M
First Financial Corp. 0.43% Reduce -0.2% 4,389 $1.1M
White Pine Capital LLC 0.30% Reduce -0.5% 4,383 $1.1M
Bragg Financial Advisors, Inc 0.03% Reduce -2.8% 4,382 $1.1M
Calamos Wealth Management LLC 0.04% Add +4.0% 4,362 $1.1M
Morton Brown Family Wealth, LLC 0.28% No change 4,346 $1.1M
Vista Capital Partners, Inc. 0.11% Add +10.4% 4,340 $1.1M
2UniFi Bank 0.52% Add +3.1% 4,337 $1.1M
Financial Perspectives, Inc 0.30% Add +4.0% 4,329 $1.1M
CacheTech Inc. 0.21% No change 4,324 $1.1M
QRG Capital Management, Inc. 0.01% Reduce -17.7% 4,323 $1.1M
Sightline Wealth Advisors, LLC 0.45% Add +0.1% 4,320 $1.1M
Signaturefd, LLC 0.02% Add +9.6% 4,311 $1.1M
Collective Family Office LLC 0.24% No change 4,309 $1.1M
Pachira Investments Inc. 0.50% Add +0.3% 4,306 $1.1M
Live Oak Private Wealth LLC 0.15% No change 4,289 $1.1M
Key Financial Inc 0.19% Reduce -0.2% 4,280 $1.1M
Heartwood Wealth Advisors LLC 0.09% Add +1.5% 4,261 $1.1M
Aft, Forsyth & Company, Inc. 0.50% Reduce -0.6% 4,259 $1.1M
Atlas Brown,Inc. 0.32% Add +0.0% 4,246 $1.1M
PUREfi Wealth, LLC 0.69% Reduce -7.0% 4,233 $1.0M
D L Carlson Investment Group Inc. 0.18% Reduce -4.4% 4,230 $1.0M
Mattern Wealth Management LLC 0.20% No change 4,220 $1.0M
Blue Sky Capital Consultants Group, Inc. 0.50% Reduce -7.8% 4,216 $1.0M
Verus Capital Partners, LLC 0.07% Reduce -29.8% 4,213 $1.0M
Lutz Financial Services LLC 0.07% No change 4,200 $1.0M
American National Bank & Trust 0.10% No change 4,197 $1.0M
Chicago Capital, LLC 0.03% Reduce -0.4% 4,197 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% Reduce -26.2% 4,177 $1.0M
General Partner, Inc. 0.63% No change 4,176 $1.0M
Elgethun Capital Management 0.17% No change 4,129 $1.0M
Bond & Devick Financial Network, Inc. 0.29% No change 4,127 $1.0M
Cantor Fitzgerald Investment Advisors L.P. 0.08% Reduce -2.3% 4,125 $1.0M
Palisade Capital Management, LP 0.04% Reduce -92.0% 4,125 $1.0M
Seneca House Advisors 0.41% Add +37.7% 4,124 $1.0M
STAR Financial Bank 0.48% Reduce -10.0% 4,088 $1.0M
Debussy Capital Management LP 0.14% Reduce -1.0% 4,071 $1.0M
Tyche Wealth Partners LLC 0.16% Add +4.1% 4,071 $1.0M
Afg Fiduciary Services Limited Partnership 0.59% Add +143.8% 3,995 $1.0M
Advance Capital Management, Inc. 0.04% Reduce -14.9% 4,063 $1.0M
JSF Financial, LLC 0.20% Reduce -1.2% 4,063 $1.0M
PGIM Custom Harvest LLC 0.02% Add +3.2% 4,058 $1.0M
Cedar Mountain Advisors, LLC 0.20% No change 4,058 $1.0M
Orin Green Financial, LLC 0.41% Add +0.5% 4,049 $1.0M
Total Investment Management Inc. 0.12% Reduce -0.3% 4,046 $1.0M
WealthPlan Investment Management, LLC 0.06% Reduce -59.0% 4,045 $1.0M
GAMMA Investing LLC 0.05% Add +5.1% 4,018 $996K
Monograph Wealth Advisors, LLC 0.09% No change 4,015 $996K
Elm Partners Management LLC 0.04% Add +49.7% 4,150 $994K
MainStreet Investment Advisors LLC 0.15% Reduce -10.1% 4,008 $994K
Montgomery Investment Management Inc. 0.34% No change 4,000 $992K
Roundview Capital LLC 0.06% Add +23.6% 3,995 $991K
Presidio Capital Management, LLC 0.29% Add +2.6% 3,987 $989K
Lowery Thomas, LLC 0.56% Reduce -0.3% 3,984 $988K
Pinnacle Bancorp, Inc. 0.29% Reduce -3.4% 3,983 $988K
Rf&l Wealth Management, LLC 0.74% Reduce -1.9% 3,981 $987K
Buffalo Business & Estate Services Ltd. 0.14% Add +8.2% 3,978 $986K
Guardian Financial Partners, LLC 0.42% Add +0.1% 3,976 $986K
Prelude Capital Management, LLC 0.08% Add +84.6% 3,960 $982K
Integrated Investment Consultants, LLC 0.21% Reduce -0.5% 3,936 $976K
MidAtlantic Capital Management, Inc. 0.67% Add +0.8% 3,933 $975K
Charter Oak Capital Management, LLC 0.08% Reduce -7.8% 3,926 $974K
Arcadia Investment Management Corp. 0.17% Reduce -0.4% 3,925 $973K
Providence First Trust Co 0.34% Reduce -35.1% 3,922 $973K
Davis Investment Partners, LLC 0.34% Reduce -7.5% 3,909 $969K
Stage Harbor Financial, LLC 0.64% No change 3,889 $965K
Palisades Hudson Asset Management, L.P. 0.37% No change 3,862 $958K
Petros Family Wealth, LLC 0.68% Reduce -8.5% 3,855 $956K
Townsend Asset Management Corp. /NC/ 0.35% Add +1.9% 3,852 $955K
Colonial Trust Advisors 0.07% No change 3,846 $954K
Strategic Blueprint, LLC 0.06% Add +0.3% 3,845 $954K
Narus Financial Partners, LLC 0.25% Reduce -0.9% 3,843 $953K
FDx Advisors, Inc. 0.30% Reduce -3.2% 3,839 $952K
Broadview Financial Management, LLC 0.65% Reduce -4.3% 3,834 $951K
Flagship Private Wealth, LLC 0.39% Reduce -3.8% 3,833 $951K
J.Safra Asset Management Corp 0.05% Reduce -73.9% 3,832 $950K
Brown, Lisle/Cummings, Inc. 0.24% Add +0.8% 3,824 $948K
Northwest Wealth Management, LLC 0.14% No change 3,816 $946K
Libra Wealth LLC 0.26% No change 3,775 $936K
New England Asset Management Inc. 0.12% No change 3,770 $935K
Uptown Financial Advisors LLC 0.75% Add +3.1% 3,761 $933K
Evolve Private Wealth, LLC 0.05% Add +2.0% 3,730 $925K
Investment Partners, LTD. 0.33% Add +5.4% 3,723 $923K
Onyx Bridge Wealth Group LLC 0.10% Reduce -2.5% 3,713 $921K
Elite Financial, Inc. 0.41% No change 3,707 $919K
Sage Mountain Advisors LLC 0.06% Reduce -4.9% 3,703 $918K
Navigation Group, LLC 0.21% — 3,701 $918K
Oak Thistle LLC 0.09% New 3,700 $918K
Churchill Financial Advisors, LLC 0.19% Reduce -1.1% 3,699 $917K
Cassaday & Co Wealth Management LLC 0.02% Add +1.5% 3,688 $915K
Waystone Advisors LLC 0.82% Add +115.0% 3,683 $913K
BridgePort Financial Solutions, LLC 0.26% Reduce -6.8% 3,675 $911K
HFG Advisors, Inc. 0.64% Reduce -8.5% 3,668 $910K
Flagship Harbor Advisors, LLC 0.04% New 3,651 $906K
Vanguard Advisers Inc. 0.00% — 3,646 $904K
Schneider Downs Wealth Management Advisors, LP 0.10% No change 3,642 $903K
Roehl & Yi Investment Advisors, LLC 0.34% Add +43.7% 39,429 $902K
CSS LLC 0.14% Add +4022.7% 3,628 $900K
Cooper/Haims Advisors, LLC 0.42% No change 3,623 $899K
McAdam, LLC 0.04% Reduce -6.0% 3,618 $897K
L & S Advisors Inc 0.11% Reduce -19.6% 3,613 $896K
Destiny Wealth Partners, LLC 0.10% Add +36.2% 3,609 $895K
Andrews, Lucia Wealth Management LLC 0.53% Add +0.7% 3,595 $892K
Navalign, LLC 0.22% Add +0.1% 3,590 $890K
Sprinkle Financial Consultants LLC 0.41% Add +0.2% 3,581 $888K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% No change 3,398 $888K
Breakwater Capital Group 0.12% Add +1.0% 3,559 $883K
Lakeshore Capital Group, Inc. 0.72% Reduce -0.4% 3,556 $882K
Atria Investments, Inc 0.01% Reduce -86.4% 3,550 $880K
Bill Few Associates, Inc. 0.21% No change 3,549 $880K
Autumn Glory Partners, LLC 0.32% No change 3,545 $879K
SBI Securities Co., Ltd. 0.02% Reduce -10.8% 3,545 $879K
Evensky & Katz LLC 0.05% Reduce -3.9% 3,529 $875K
Alerus Financial NA 0.04% Reduce -1.7% 3,522 $873K
American Financial Advisors, LLC 0.12% Reduce -2.3% 3,520 $873K
Private Management Group Inc. 0.03% No change 3,519 $873K
Fortem Financial Group, LLC 0.22% New 3,510 $870K
First Bank & Trust 0.14% Reduce -1.3% 3,505 $869K
Van Cleef Asset Management,Inc 0.09% Add +6.0% 3,504 $869K
Power Wealth Management LLC 0.32% Reduce -11.3% 3,502 $868K
Thoroughbred Financial Services, LLC 0.05% Reduce -23.1% 3,501 $868K
Thrive Wealth Management, LLC 0.13% Add +0.6% 3,496 $867K
Wealth Care LLC 0.77% — 3,496 $867K
Dana Investment Advisors, Inc. 0.03% Reduce -5.7% 3,490 $866K
Occidental Asset Management, LLC 0.10% Add +2.6% 3,488 $865K
Kintra Wealth, LLC 0.06% Add +45.8% 3,488 $865K
Missouri Trust & Investment Co 0.25% No change 3,462 $859K
Millstone Evans Group, LLC 0.51% No change 3,448 $855K
Francis Financial, Inc. 0.16% Reduce -1.0% 3,440 $853K
Fermata Advisors, LLC 0.19% Reduce -15.1% 3,435 $852K
Ofc Financial Planning, LLC 0.83% Reduce -0.9% 3,413 $846K
Wealth Dimensions Group, Ltd. 0.17% Reduce -7.4% 3,405 $844K
Mystic Asset Management, Inc. 0.20% Add +2.6% 3,405 $844K
Leo Wealth, LLC 0.06% Add +13.1% 3,396 $842K
Mechanics Bank Trust Department 0.12% Reduce -3.8% 3,394 $842K
SC&H Financial Advisors, Inc. 0.13% Reduce -0.8% 3,392 $841K
World Equity Group, Inc. 0.22% Reduce -5.7% 3,385 $840K
Cavalier Investments, LLC 0.22% Reduce -65.6% 3,385 $839K
Noble Family Wealth, LLC 0.17% No change 3,381 $838K
Hennion & Walsh Asset Management, Inc. 0.03% No change 3,370 $836K
Richmond Investment Services, LLC 0.13% Reduce -47.0% 3,366 $835K
New England Professional Planning Group Inc. 0.35% Reduce -0.3% 3,365 $834K
Canopy Partners, LLC 0.29% Reduce -0.0% 3,355 $832K
Clark Asset Management, LLC 0.08% Reduce -3.0% 3,345 $830K
Marquette Associates, Inc. 0.89% New 3,313 $822K
Personal Cfo Solutions, LLC 0.12% Reduce -94.4% 3,310 $821K
Sentry LLC 0.26% Reduce -3.9% 3,308 $820K
Seven Mile Advisory 0.59% New 3,300 $818K
Resurgent Financial Advisors LLC 0.30% Add +0.6% 3,296 $817K
Intellectus Partners, LLC 0.17% Reduce -14.3% 3,291 $816K
Agate Pass Investment Management, LLC 0.32% Reduce -1.5% 3,288 $815K
Smith Salley Wealth Management 0.04% Reduce -8.8% 3,285 $815K
Baron Wealth Management LLC 0.24% Add +0.1% 3,284 $814K
Sentinel Wealth Management, Inc. 0.65% No change 3,283 $814K
Aberdeen Group plc 0.00% Add +16.8% 3,283 $814K
Lionshead Wealth Management, LLC 0.60% Reduce -1.5% 3,280 $814K
Strategic Planning, Inc. 0.41% New 3,280 $813K
NWK Group, Inc. 0.31% Add +1.1% 3,279 $813K
High Probability Advisors, LLC 0.10% No change 3,275 $812K
Coastwise Capital Group, LLC 0.45% Reduce -0.1% 3,271 $811K
MB Generational Wealth, LLC 0.45% No change 3,271 $811K
Stratos Investment Management, LLC 0.03% Add +65.0% 3,266 $810K
Horizon Investments, LLC 0.01% Add +98.7% 3,266 $810K
Woodmont Investment Counsel LLC 0.05% Reduce -5.4% 3,259 $808K
Okabena Investment Services Inc. 0.16% Add +13.5% 3,258 $808K
Forum Financial Management, LP 0.01% Reduce -4.2% 3,255 $807K
RPG Investment Advisory, LLC 0.10% Add +0.3% 3,249 $806K
Cultivar Capital, Inc. 0.51% Add +1.1% 3,249 $806K
Procyon Advisors, LLC 0.04% Add +2.1% 3,246 $805K
Accel Wealth Management 0.21% Reduce -1.8% 3,244 $805K
Heritage Trust Co 0.08% Reduce -1.4% 3,222 $799K
Horrell Capital Management, Inc. 0.36% Reduce -0.1% 3,221 $799K
Matauro, LLC 0.12% Reduce -35.3% 3,220 $799K
Cascade Financial Partners, LLC 0.08% Add +2.7% 3,220 $799K
Johnson & White Wealth Management, LLC 0.34% Reduce -2.6% 3,212 $797K
Center for Financial Planning, Inc. 0.08% Reduce -1.0% 3,205 $795K
Huntington National Bank 0.01% New 3,203 $794K
CSM Advisors, LLC 0.02% Reduce -98.6% 3,200 $794K
Richards, Merrill & Peterson, Inc. 0.29% Reduce -9.9% 3,197 $793K
Cedar Wealth Management, LLC 0.23% Reduce -21.0% 3,197 $793K
Bearing Point Capital, LLC 0.12% No change 3,195 $792K
Sachetta, LLC 0.43% Add +0.1% 3,191 $791K
McGuire Investment Group, LLC 0.09% No change 3,185 $790K
First International Bank of Israel Ltd. 0.23% Add +3.9% 3,179 $788K
New Republic Capital, LLC 0.26% Add +0.1% 3,166 $785K
Welch Group, LLC 0.03% Add +0.8% 3,161 $784K
Trilogy Capital Inc. 0.03% Reduce -18.8% 3,160 $784K
Total Clarity Wealth Management, Inc. 0.18% Reduce -37.3% 3,160 $784K
Biltmore Family Office, LLC 0.11% Reduce -2.5% 3,158 $783K
Sovran Advisors, LLC 0.06% Add +10.0% 2,817 $783K
Inspire Advisors, LLC 0.06% Reduce -27.8% 3,154 $782K
Howard Wealth Management, LLC 0.33% Reduce -3.6% 3,153 $782K
First County Bank 0.42% Reduce -19.3% 3,147 $780K
Sharp Wealth Advisory, LLC 0.38% Add +10.1% 3,128 $776K
Advisortrust Partners, LLC 0.32% Reduce -3.9% 3,120 $774K
Beese Fulmer Investment Management, Inc. 0.05% Add +69.9% 3,118 $773K
Ballew Advisors, Inc 0.44% Reduce -1.2% 2,951 $773K
CRA Financial Services, LLC 0.10% Reduce -4.1% 3,115 $773K
Sapient Capital LLC 0.01% Add +27.0% 3,107 $771K
Chesley Taft & Associates LLC 0.03% Add +2.5% 3,106 $770K
Perkins Coie Trust Co 0.15% No change 3,105 $770K
JDM Financial Group LLC 0.30% Reduce -0.9% 3,103 $770K
Beaton Management Co. Inc. 0.34% Add +25.3% 3,099 $769K
Private Wealth Group, LLC 0.36% No change 3,091 $767K
Lee Danner & Bass Inc. 0.05% Add +0.7% 3,089 $766K
Pioneer Trust Bank N A 0.19% No change 3,085 $765K
Acima Private Wealth, LLC 0.24% No change 3,081 $764K
VeraBank, N.A. 0.14% No change 3,079 $764K
Dearborn Partners LLC 0.04% No change 3,079 $764K
Jackson Hole Capital Partners, LLC 0.13% No change 3,077 $763K
Gilpin Wealth Management, LLC 0.60% Reduce -1.3% 3,068 $761K
NorthCrest Asset Manangement, LLC 0.02% Reduce -14.1% 3,027 $761K
Windsor Capital Management, LLC 0.23% Reduce -0.2% 3,058 $758K
FSM Wealth Advisors, LLC 0.10% Reduce -3.0% 3,042 $754K
Arrowroot Family Office, LLC 0.25% Reduce -1.0% 3,041 $754K
First Manhattan Co. Llc. 0.00% Add +34.6% 3,022 $749K
Xxi Wealth, LLC 0.42% Reduce -5.8% 3,015 $748K
Westfuller Advisors, LLC 0.32% Add +0.2% 3,015 $748K
Gen-Wealth Partners Inc 0.24% Reduce -1.1% 3,012 $747K
Certified Advisory Corp 0.07% Add +2.0% 3,004 $745K
Gilliland Jeter Wealth Management LLC 0.22% No change 3,004 $745K
Optiver Holding B.V. 0.03% Reduce -99.5% 3,001 $744K
DCF Advisers, LLC 0.28% No change 3,000 $744K
Beta Wealth Group, Inc. 0.31% Add +16.3% 2,998 $743K
Red Reef Advisors LLC 0.78% Reduce -9.7% 2,997 $743K
Blodgett Wealth Advisors, LLC 0.59% No change 2,995 $743K
Advus Financial Partners, LLC 0.19% Add +14.5% 2,994 $742K
Forza Wealth Management, LLC 0.26% Add +9.5% 2,992 $742K
Baker Avenue Asset Management, LP 0.02% Add +18.7% 2,991 $742K
Copia Wealth Management 0.51% Reduce -5.7% 2,991 $742K
Stronghold Wealth Management L.L.C. 1.12% Reduce -5.6% 2,985 $740K
Ironwood Financial, llc 0.13% Reduce -2.4% 2,983 $740K
Providence Financial Advisors, LLC 0.42% No change 2,980 $739K
Stanich Group LLC 0.56% Add +0.1% 2,973 $737K
Anchyra Partners LLC 0.22% Reduce -2.1% 2,970 $737K
Clark Capital Management Group, Inc. 0.00% Reduce -74.2% 2,958 $734K
Diversified Management Inc. 0.13% Add +1.3% 2,954 $733K
O'Brien Greene & Co. Inc 0.21% Reduce -0.8% 2,950 $732K
Capital Asset Advisory Services LLC 0.03% Add +29.6% 2,632 $730K
Rollins Financial Advisors, LLC 0.12% Add +29.2% 2,935 $728K
Strategic Financial Concepts, LLC 0.18% New 2,933 $728K
Ti-Trust, Inc. 0.43% No change 2,933 $727K
Stelac Advisory Services LLC 0.15% Add +43.5% 2,931 $727K
W1M Asset Management Ltd 0.01% No change 2,931 $727K
Vawter Financial, Ltd. 0.30% Reduce -14.6% 2,922 $725K
Bank of New Hampshire 0.17% No change 2,920 $724K
Investors Research Corp 0.14% Reduce -6.1% 2,918 $724K
Washington Capital Management, Inc. 0.61% No change 2,910 $722K
Richardson Financial Services Inc. 0.45% Add +6.6% 2,906 $721K
Wellington-Altus USA Inc. 0.42% Add +13.8% 2,396 $720K
Legal & General Group Plc 0.00% Add +45.0% 2,900 $719K
Ritter Daniher Financial Advisory LLC / DE 0.12% Reduce -6.5% 2,894 $718K
Integris Wealth Management, LLC 0.16% No change 2,890 $717K
Townsquare Capital LLC 0.16% Reduce -12.0% 2,878 $714K
Princeton Global Asset Management LLC 0.12% Add +45.0% 2,874 $713K
Tilson Financial Group, Inc. 0.21% Reduce -7.9% 2,868 $711K
Drexel Morgan & Co. 0.10% No change 2,866 $711K
Fortitude Family Office, LLC 0.16% No change 2,859 $709K
J. Goldman & Co LP 0.03% New 2,853 $708K
First American Bank 0.04% Reduce -20.3% 2,848 $706K
Fell Capital Management 0.67% No change 2,845 $706K
Rothschild Wealth LLC 0.06% Reduce -7.5% 2,839 $704K
Principle Wealth Partners LLC 0.04% Add +2.2% 2,826 $701K
M. Kraus & Co 0.20% Reduce -3.4% 2,825 $701K
TBH Global Asset Management, LLC 0.14% Reduce -63.4% 2,824 $700K
True North Advisors, LLC 0.08% Add +2.6% 2,824 $700K
NCM Capital Management, LLC 0.25% Reduce -2.6% 2,819 $699K
GAMCO Investors 0.01% Reduce -64.0% 2,815 $698K
Rockbridge Investment Management, LCC 0.06% Add +13.7% 2,806 $696K
Ritholtz Wealth Management 0.01% Add +8.6% 2,806 $696K
Meramec Financial Planners, LLC 0.28% Reduce -26.4% 2,500 $693K
Plante Moran Financial Advisors, LLC 0.04% Reduce -30.1% 2,791 $692K
Independent Wealth Advisors LLC 0.68% Add +5.6% 2,790 $692K
Private Capital Management, LLC 0.07% Add +4.7% 2,788 $691K
Financial Management Network Inc. 0.11% Add +0.0% 2,638 $691K
Schrum Private Wealth Management LLC 0.53% No change 2,783 $690K
Endeavor Private Wealth, Inc. 0.20% Reduce -6.7% 2,766 $690K
Blake Schutter Theil Wealth Advisors, LLC 0.56% No change 2,780 $689K
Capital Analysts, LLC 0.02% Add +1.5% 2,776 $688K
Primoris Wealth Advisors, LLC 0.48% Reduce -6.9% 2,771 $687K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Add +71.1% 2,765 $686K
Independent Wealth Network Inc. 0.20% Add +0.4% 2,749 $682K
Morse Asset Management, Inc 0.14% Reduce -0.6% 2,745 $681K
Murphy, Middleton, Hinkle & Parker, Inc. 0.32% New 2,744 $681K
Shoker Investment Counsel, Inc. 0.20% Reduce -5.6% 2,739 $680K
SkyOak Wealth, LLC 0.12% No change 2,736 $679K
TAGStone Capital, Inc. 0.24% Reduce -0.9% 2,732 $678K
Frank, Rimerman Advisors LLC 0.04% No change 2,732 $678K
OneAscent Financial Services LLC 0.04% Add +44.8% 2,731 $677K
Goldstein Advisors, LLC 0.08% Reduce -6.5% 2,728 $677K
BBR Partners, LLC 0.04% No change 2,722 $675K
Round Rock Advisors LLC 0.10% Reduce -0.8% 2,711 $672K
Ellis Investment Partners, LLC 0.12% Reduce -5.0% 2,709 $672K
Wealthgarden F.S. LLC 0.46% No change 2,708 $672K
BigSur Wealth Management LLC 0.19% No change 2,700 $670K
Kohmann Bosshard Financial Services, LLC 0.07% Reduce -3.2% 2,700 $670K
Linscomb Wealth, Inc. 0.03% Reduce -11.8% 2,692 $668K
Laurel Oak Wealth Management, LLC 0.11% Add +11.0% 2,679 $664K
Investment Partners Asset Management, Inc. 0.41% Reduce -26.1% 2,679 $664K
Hudson Portfolio Management LLC 0.56% Add +0.9% 2,665 $661K
PVG Asset Management Corp. 0.39% Add +35.8% 2,236 $659K
V2 Financial group LLC 0.31% Add +0.0% 2,652 $658K
Congress Asset Management Co. 0.00% No change 2,650 $657K
Clear Harbor Asset Management, LLC 0.05% Reduce -7.2% 2,646 $656K
AAF Wealth Management, LLC 0.27% Reduce -0.9% 2,644 $656K
First American Trust, FSB 0.04% Add +50.1% 2,636 $654K
JNBA Financial Advisors 0.05% Reduce -1.3% 2,631 $652K
Argent Advisors, Inc. 0.18% Reduce -95.0% 2,618 $649K
Petix & Botte Co 0.29% Reduce -55.8% 2,614 $648K
Buck Wealth Strategies, LLC 0.08% Reduce -5.5% 2,613 $648K
Lynch & Associates 0.12% Add +0.4% 2,610 $647K
Madison Wealth Partners, Inc 0.10% No change 2,609 $647K
Insight 2811, Inc. 0.28% Reduce -16.5% 2,600 $645K
Clarkston Capital Partners, LLC 0.05% Reduce -11.9% 2,600 $645K
First City Capital Management, Inc. 0.34% No change 2,597 $644K
Mengis Capital Management, Inc. 0.11% Reduce -1.5% 2,592 $643K
Shepherd Financial Partners LLC 0.06% Reduce -2.8% 2,587 $642K
RMG Wealth Management LLC 0.07% New 2,248 $641K
Everhart Financial Group, Inc. 0.05% Add +1.1% 2,583 $641K
Guidance Point Advisors, LLC 0.16% Add +0.1% 2,578 $640K
Turtle Creek Wealth Advisors, LLC 0.05% Add +116.9% 2,577 $639K
Kathmere Capital Management, LLC 0.04% New 2,572 $638K
Sard Wealth Management Group, LLC 0.35% Add +0.2% 2,571 $638K
IAG Wealth Partners, LLC 0.07% Reduce -12.4% 2,567 $637K
Smith Shellnut Wilson LLC 0.28% No change 2,550 $632K
M1 Capital Management LLC 0.29% Reduce -2.6% 2,541 $630K
Compass Capital Corp. /Ma/ 0.23% Reduce -39.8% 2,234 $630K
RDA Financial Network 0.16% Add +1.5% 2,538 $629K
JGP Wealth Management, LLC 0.07% Reduce -1.7% 2,529 $627K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1.54% New 2,526 $626K
SeaCrest Wealth Management, LLC 0.07% Add +18.6% 2,524 $626K
Baldwin Investment Management, LLC 0.07% Add +8.9% 2,518 $624K
Ducere Wealth Management LLC 0.25% Reduce -3.3% 2,515 $624K
Formidable Asset Management, LLC 0.10% Reduce -25.6% 2,533 $624K
Flaharty Asset Management, LLC 0.08% No change 2,512 $623K
Mainsail Asset Management, LLC 0.28% Add +1.3% 2,511 $623K
Founders Financial Securities LLC 0.04% Reduce -33.0% 2,374 $622K
Shared Vision Wealth Group LLC 0.25% No change 2,507 $622K
Postrock Partners LLC 0.29% No change 2,506 $621K
Bienville Capital Management, LLC 0.12% Reduce -1.2% 2,505 $621K
Symmetry Peak Management LLC 6.41% New 2,500 $620K
Shapiro Capital Management LLC 0.04% Reduce -50.0% 2,500 $620K
Garrison Point Advisors, LLC 0.28% No change 2,497 $619K
Winthrop Advisory Group LLC 0.05% Reduce -2.9% 2,493 $618K
Antonelli Financial Advisors, LLC 0.43% Reduce -4.4% 2,491 $618K
Granite Bay Wealth Management, LLC 0.13% Add +6.9% 2,489 $617K
Winthrop Capital Management, LLC 0.16% Reduce -1.0% 2,488 $617K
First PREMIER Bank 0.14% No change 2,489 $617K
Hohimer Wealth Management, LLC 0.08% Add +4.5% 2,485 $616K
Bigelow Investment Advisors, LLC 0.25% Reduce -3.0% 2,485 $616K
Signal Advisors Wealth, LLC 0.04% Add +28.7% 2,481 $615K
Woodside Wealth Management LLC 0.48% Reduce -6.4% 2,480 $615K
Canal Capital Management, LLC 0.08% Add +0.0% 2,478 $615K
American Investment Services, Inc. 0.14% No change 2,477 $614K
Old Second National Bank of Aurora 0.13% No change 2,473 $613K
Discovery Capital Management, LLC / CT 0.03% No change 2,469 $612K
Ullmann Wealth Partners Group, LLC 0.06% Add +0.1% 2,466 $612K
Eagle Wealth Strategies LLC 0.27% Add +31.1% 2,464 $611K
Cyndeo Wealth Partners, LLC 0.03% Reduce -0.8% 2,463 $611K
Urban Financial Advisory Corp 0.22% Add +1.2% 2,461 $610K
East Coast Asset Management, LLC. 0.20% No change 2,458 $610K
Journey Beyond Wealth, LLC 0.52% Reduce -4.7% 2,458 $610K
Raab & Moskowitz Asset Management LLC 0.14% Reduce -0.7% 2,458 $610K
Bangor Savings Bank 0.05% Reduce -0.1% 2,457 $609K
Columbia Bank 0.17% Reduce -19.4% 2,456 $609K
Chesapeake Asset Management LLC 0.49% No change 2,455 $609K
Upper Left Wealth Management, LLC 0.36% Reduce -9.3% 2,448 $607K
IFC Advisors LLC 0.09% Reduce -40.5% 2,447 $607K
Proficio Capital Partners LLC 0.03% Add +192.4% 2,439 $605K
Genus Capital Management Inc. 0.07% Reduce -4.5% 2,439 $605K
Collaborative Wealth Managment Inc. 0.28% Reduce -56.4% 2,436 $604K
Canandaigua National Trust Co of Florida 0.48% No change 2,426 $602K
Tiemann Investment Advisors, LLC 0.23% No change 2,412 $598K
Baker Ellis Asset Management LLC 0.07% No change 2,409 $597K
Berger Financial Group, Inc 0.03% Reduce -0.5% 2,408 $597K
Daybright Advisory Services, Inc. 0.17% Reduce -29.6% 2,407 $597K
Buckhead Capital Management LLC 0.22% No change 2,396 $594K
Cypress Capital Group 0.07% Add +1.3% 2,389 $592K
Wise Wealth Partners 0.80% No change 2,378 $590K
Invesco Ltd. 0.00% Reduce -87.5% 2,377 $589K
Rare Wolf Capital LLC 0.38% Add +0.1% 2,371 $588K
Cardinal Point Capital Management ULC 0.04% No change 2,370 $588K
Sovereign Financial Group, Inc. 0.10% Reduce -43.4% 2,347 $582K
Kelman-Lazarov, Inc. 0.08% Add +29.3% 2,346 $582K
Adell Harriman & Carpenter Inc. 0.04% Add +1.3% 2,345 $582K
DKM Wealth Management, Inc. 0.42% Reduce -26.9% 2,334 $579K
Cassady Wealth & Retirement Planning, LLC 0.30% Reduce -1.3% 2,075 $577K
WorthPointe, LLC 0.16% Reduce -66.8% 2,324 $576K
Washington Growth Strategies LLC 0.38% New 2,323 $576K
Golden State Wealth Management, LLC 0.06% Reduce -13.5% 2,319 $575K
Quartz Partners, LLC 0.22% Reduce -23.0% 2,316 $574K
Olympiad Research LP 1.75% Add +7.9% 2,315 $574K
CGN Advisors LLC 0.05% Reduce -10.7% 2,315 $574K
Carrera Capital Advisors 0.09% Reduce -1.9% 2,314 $574K
Cypress Wealth Services, LLC 0.08% Add +12.3% 2,313 $574K
Tritonpoint Wealth, LLC 0.06% No change 2,308 $573K
Measured Risk Portfolios, Inc. 0.63% Add +1.7% 2,304 $571K
Optivise Advisory Services LLC 0.35% Add +14.3% 2,303 $571K
McElhenny Sheffield Capital Management, LLC 0.14% Reduce -97.0% 2,277 $565K
Brown Miller Wealth Management, LLC 0.16% No change 2,269 $563K
W.H. Cornerstone Investments Inc. 0.35% New 2,257 $560K
SeaBridge Investment Advisors LLC 0.09% Reduce -0.9% 2,251 $558K
Fiera Capital Corp 0.00% No change 2,250 $558K
Kaizen Financial Strategies 0.24% Add +0.1% 2,063 $557K
Up Strategic Wealth Investment Advisors LLC 0.35% No change 1,960 $553K
Sax Wealth Advisors, LLC 0.03% No change 2,241 $552K
Elyxium Wealth, LLC 0.18% Reduce -17.8% 2,221 $551K
Valor Advisors LLC 0.46% No change 2,230 $549K
Grantvest Financial Group LLC 0.35% Reduce -0.8% 2,209 $548K
Commonwealth Financial Services, LLC 0.09% No change 2,204 $547K
Penney Financial, LLC 0.21% No change 2,203 $546K
Magnus Financial Group LLC 0.04% Add +9.9% 2,202 $546K
Bar Harbor Wealth Management 0.03% Reduce -2.6% 2,198 $545K
Riverbridge Partners LLC 0.01% Reduce -97.7% 2,193 $544K
Donaldson Capital Management, LLC 0.02% Reduce -0.3% 2,184 $542K
Evelyn Partners Investment Management LLP 0.01% Reduce -9.0% 2,180 $541K
Breachway Investments LLC 0.52% Add +1.4% 2,165 $540K
Kondo Wealth Advisors, Inc. 0.20% Reduce -0.9% 2,177 $540K
Stone Summit Wealth LLC 0.15% No change 2,176 $540K
Gables Capital Management Inc. 0.23% Add +4.1% 2,173 $539K
ZEGA Investments, LLC 0.10% Add +80.3% 2,167 $537K
Boothbay Fund Management, LLC 0.01% New 2,167 $537K
Integral Investment Advisors, Inc. 0.13% Add +5.1% 2,167 $537K
Retirement Investment Advisors, Inc. 0.04% No change 2,177 $536K
Tran Capital Management, L.P. 0.07% No change 2,159 $535K
Cove Private Wealth, LLC 0.12% New 2,156 $535K
Whalerock Point Partners, LLC 0.11% No change 2,156 $535K
Kassira Wealth Management LLC 0.49% Reduce -6.2% 2,154 $534K
Balefire, LLC 0.10% Reduce -14.9% 2,148 $533K
Curry Webb Wealth Management LLC 0.25% Reduce -9.1% 2,142 $531K
Cortland Associates Inc. 0.08% No change 2,143 $531K
Midland Wealth Advisors, LLC 0.03% Reduce -3.8% 2,129 $528K
James J. Burns & Company, LLC 0.07% Reduce -0.9% 2,128 $528K
Milestone Asset Management, LLC 0.10% Reduce -38.0% 2,115 $525K
Summit Investment Advisory Services, LLC 0.19% No change 2,114 $524K
Wellington Shields Capital Management, LLC 0.08% Add +36.1% 2,113 $524K
Trillium Asset Management, LLC 0.02% No change 2,106 $522K
Howe & Rusling Inc. 0.03% Reduce -1.2% 2,097 $520K
Valtrion Capital Management, LLC 0.49% No change 2,097 $520K
Financial Partners Group, Inc 0.06% Reduce -15.9% 2,095 $520K
Mascoma Wealth Management LLC 0.11% Reduce -3.5% 2,092 $519K
Clifford Swan Investment Counsel LLC 0.02% Add +0.8% 2,088 $518K
Keb Asset Management, LLC 0.10% Add +3.7% 2,086 $517K
Consilium Wealth Advisory, LLC 0.18% Reduce -90.7% 2,084 $517K
CCG Wealth Management, LLC 0.14% Add +56.0% 2,076 $515K
Wescott Financial Advisory Group, LLC 0.05% Reduce -3.0% 2,076 $515K
KRS Capital Management, LLC 0.32% No change 2,073 $514K
South Plains Financial, Inc. 0.30% Reduce -0.1% 2,068 $513K
RoundAngle Advisors LLC 0.38% Reduce -7.8% 2,067 $513K
Fiduciary Group, LLC 0.04% Add +13.2% 2,065 $512K
Register Financial Advisors LLC 0.19% Add +13.8% 2,065 $512K
Warner Financial, Inc. 0.18% Add +0.1% 2,066 $512K
ABLE Financial Group, LLC 0.10% No change 2,056 $510K
Hoxton Planning & Management, LLC 0.15% Reduce -5.0% 2,052 $509K
BCS Private Wealth Management, Inc. 0.15% Add +2.5% 2,050 $508K
Saiph Capital, LLC 0.19% Add +5.2% 2,049 $508K
Heritage Investment Group, Inc. 0.08% Reduce -11.1% 2,047 $508K
Howland Capital Management LLC 0.02% Add +1.9% 2,044 $507K
Cahaba Wealth Management, Inc. 0.03% Add +4.8% 2,043 $507K
Chilton Investment Co. Inc. 0.01% No change 2,043 $507K
LexAurum Advisors, LLC 0.07% — 2,033 $504K
Fourpath Capital Management, LLC 0.07% No change 2,031 $504K
Beacon Capital Management, LLC 0.09% Add +21.4% 2,018 $501K
Costello Asset Management, INC 0.17% Reduce -1.0% 2,017 $500K
Guardsman Private Capital Management, Inc. 0.39% No change 2,016 $500K
Financial Life Planners 0.38% Add +14.9% 2,014 $500K
Acorn Financial Advisory Services Inc. 0.07% Reduce -36.0% 2,011 $499K
Bluesphere Advisors LLC 0.18% Reduce -0.7% 2,006 $497K
Integrity Investment Advisors, LLC 0.27% No change 1,999 $496K
Cypress Financial Planning LLC 0.14% Reduce -0.2% 1,995 $495K
Mayfair Advisory Group, LLC 0.17% No change 1,990 $494K
Pinion Investment Advisors, LLC 0.12% No change 1,990 $494K
Boyum Wealth Architects LLC 0.21% No change 1,767 $493K
Denver PWM, LLC 0.17% Add +4.2% 1,731 $492K
Vista Investment Management 0.16% No change 1,984 $492K
Total Wealth Planning & Management, Inc. 0.39% Add +17.0% 1,979 $491K
Moment Partners, LLC 0.09% Add +0.1% 1,978 $491K
Stegner Investment Associates Inc. 0.27% No change 1,977 $490K
Hummer Financial Advisory Services Inc 0.35% No change 1,975 $490K
Krilogy Financial LLC 0.02% Reduce -4.8% 1,811 $489K
Schusterman Interests, LLC 0.12% No change 1,970 $489K
Argyle Capital Partners, LLC 0.35% Add +0.1% 1,956 $485K
Wealthquest Corp 0.03% No change 1,948 $483K
Chancellor Financial Group WB LP 0.34% Reduce -1.8% 1,939 $481K
Warner Group LLC 0.31% Add +2.7% 1,931 $479K
Cornerstone Select Advisors, LLC 0.30% Reduce -26.5% 1,924 $477K
Triad Wealth Partners, LLC 0.04% Reduce -12.6% 1,923 $477K
Cannon Capital Management, Inc. 0.39% Reduce -0.1% 1,921 $476K
Nomura Asset Management International Inc. 0.00% New 1,919 $476K
Innova Wealth Partners 0.23% Add +12.6% 1,918 $476K
Pitcairn Wealth Advisors LLC 0.04% Reduce -2.4% 1,929 $475K
Edmond DE Rothschild Holding S.A. 0.01% No change 1,914 $475K
Samalin Investment Counsel, LLC 0.17% Reduce -9.8% 1,912 $474K
Leigh Baldwin & Co., LLC 0.31% Add +1.6% 1,912 $474K
waypoint wealth counsel 0.24% Reduce -90.7% 1,911 $474K
Colonial Trust Co / SC 0.06% Add +0.5% 1,906 $473K
Synergy Financial Group, LTD 0.35% New 1,900 $471K
Sterling Investment Counsel, LLC 0.13% New 1,884 $467K
Rockland Trust Co. 0.02% Add +106.0% 1,877 $465K
Trust Co. of Oklahoma 0.14% Add +1.2% 1,872 $464K
Interchange Capital Partners, LLC 0.15% Add +58.6% 2,327 $464K
Grandfield & Dodd, LLC 0.03% No change 1,871 $464K
TPG Financial Advisors, LLC 0.15% Add +0.8% 1,862 $462K
Little House Capital LLC 0.12% Reduce -0.1% 1,857 $461K
Adkins Seale Capital Management LLC 0.45% No change 1,856 $460K
Concord Wealth Partners 0.06% Add +1.1% 1,846 $458K
Allstreet Capital Advisors LLC 0.34% No change 1,846 $458K
Marin Bay Wealth Advisors, LLC 0.27% Add +940.6% 18,408 $456K
Narwhal Capital Management 0.03% Reduce -37.4% 1,833 $455K
D.B. Root & Company, LLC 0.11% Add +11.4% 1,832 $454K
Summit Wealth Group, LLC 0.10% Reduce -0.5% 1,825 $453K
Spartan Wealth Advisory Services LLC 0.04% — 1,825 $453K
Acute Investment Advisory, LLC 5.08% Add +42.3% 1,823 $452K
Market Street Wealth Management Advisors LLC 0.07% Reduce -3.7% 1,822 $452K
Coastal Bridge Advisors, LLC 0.03% Add +0.8% 1,818 $451K
Tennessee Valley Asset Management Partners 0.06% Reduce -3.8% 1,816 $450K
Brown Financial Advisory 0.22% No change 1,811 $449K
Bedminster, LLC 0.42% Reduce -3.7% 1,808 $448K
Lavelle Capital LP 0.28% No change 1,806 $448K
Geneva Partners, LLC 0.22% Reduce -3.9% 1,806 $448K
FLC Capital Advisors 0.08% No change 1,805 $448K
Quent Capital, LLC 0.03% No change 1,798 $446K
West Paces Advisors Inc. 0.09% No change 1,794 $445K
Gerber, LLC 0.25% Add +63.5% 1,793 $445K
Northeast Investment Management 0.02% No change 1,790 $444K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 1,790 $444K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,777 $441K
TrustBank 0.17% No change 1,775 $440K
Levin Capital Strategies, L.P. 0.03% Reduce -17.8% 1,775 $440K
SHP Wealth Management 0.03% Reduce -20.0% 1,773 $440K
GHP Investment Advisors, Inc. 0.02% Add +0.1% 1,771 $439K
Maseco LLP 0.01% New 1,768 $438K
Conservest Capital Advisors, Inc. 0.04% Add +0.2% 1,767 $438K
Bank of Hawaii 0.02% Reduce -2.6% 1,763 $437K
Aurora Private Wealth, Inc. 0.31% Reduce -48.1% 1,771 $436K
Flagstone Financial Management 0.11% No change 1,758 $436K
Tradewinds, LLC. 0.14% Reduce -7.6% 1,561 $436K
Uptick Partners, LLC 0.09% Reduce -13.0% 1,754 $435K
Blueline Advisors LLC 0.34% Reduce -0.7% 1,753 $435K
Red Door Wealth Management, LLC 0.05% No change 1,753 $435K
Hopwood Nicholas Hunter 0.14% Reduce -88.3% 1,752 $435K
Navis Wealth Advisors, LLC 0.22% Reduce -46.7% 1,751 $434K
Quadrant Private Wealth Management, LLC 0.07% Add +6.3% 1,751 $434K
Catalina Capital Group, LLC 0.27% New 1,750 $434K
Mainstay Capital Management LLC 0.03% Reduce -0.8% 1,744 $433K
Amicus Financial Advisors, LLC 0.12% No change 1,739 $431K
Madden Advisory Services, Inc. 0.17% Reduce -8.4% 1,737 $431K
Encompass Wealth Advisors, LLC 0.15% Reduce -1.5% 1,735 $430K
Professional Advisory Services Inc. 0.05% No change 1,735 $430K
Blackston Financial Advisory Group, LLC 0.27% Reduce -18.3% 1,727 $428K
Octavia Wealth Advisors, LLC 0.04% Add +3.2% 1,727 $428K
Private Client Services, LLC 0.13% Add +2.5% 1,726 $428K
Wealthstar Advisors, LLC 0.25% Add +0.6% 1,725 $428K
Abacus Wealth Partners, LLC 0.04% Reduce -2.1% 1,720 $426K
Talon Private Wealth, LLC 0.06% — 1,718 $426K
Legacies Wealth LLC 0.27% No change 1,716 $426K
Detalus Advisors, LLC 0.10% No change 1,715 $425K
Seelaus Asset Management LLC 0.31% Add +17.1% 1,711 $424K
Thayer Partners, LLC / MA 0.20% Reduce -13.3% 1,709 $424K
Arthur M. Cohen & Associates, LLC 0.08% No change 1,694 $423K
RiverFront Investment Group, LLC 0.01% Add +2.8% 1,702 $422K
Smallwood Wealth Investment Management, LLC 0.22% No change 1,695 $420K
Walsh & Associates, LLC 0.42% No change 1,695 $420K
Rockwood Wealth Management, LLC 0.03% No change 1,695 $420K
Compass Financial Group, Inc. (Ohio) 0.31% Reduce -23.1% 1,694 $420K
Layline Advisors, LLC 0.47% — 1,690 $419K
Sterling Capital Management LLC 0.01% Add +5.1% 1,689 $419K
North Capital, Inc. 0.35% No change 1,687 $418K
Atlas Private Wealth Advisors 0.10% Reduce -0.8% 1,685 $418K
KilterHowling LLC 0.21% Add +5.9% 1,679 $416K
Klingenstein Fields & Co. LP 0.02% Add +3.3% 1,673 $415K
Advocate Group LLC 0.06% Reduce -2.8% 1,668 $414K
Xcel Wealth Management, LLC 0.12% Reduce -0.2% 1,668 $414K
Pflug Koory, LLC 0.19% No change 1,665 $413K
S.A. Mason LLC 0.15% No change 1,660 $412K
Zullo Investment Group, Inc. 0.16% Reduce -4.3% 1,653 $410K
Phillips Financial Management, LLC 0.03% Reduce -18.6% 1,650 $409K
Sage Financial Group Inc. 0.03% Reduce -0.3% 1,649 $409K
Inlet Private Wealth, LLC 0.10% No change 1,649 $409K
TCI Wealth Advisors, Inc. 0.02% Reduce -1.6% 1,646 $408K
Earned Wealth Advisors, LLC 0.03% Add +22.8% 3,808 $407K
Apollon Financial, LLC 0.06% Add +3.3% 1,640 $407K
Gallacher Capital Management LLC 0.16% Add +8.9% 1,639 $406K
Legend Capital Advisors LLC 0.25% No change 1,637 $406K
WESPAC Advisors, LLC 0.22% Reduce -79.1% 1,629 $404K
Westover Capital Advisors, LLC 0.07% Reduce -0.2% 1,629 $404K
Truepoint, Inc. 0.01% No change 1,629 $404K
Entrewealth, LLC 0.18% Add +14.0% 1,625 $403K
Investmark Advisory Group LLC 0.17% Add +0.1% 1,623 $403K
SFG Wealth Management, LLC. 0.17% Reduce -14.2% 1,623 $402K
Gemmer Asset Management LLC 0.03% Reduce -0.3% 1,615 $401K
Tenon Financial LLC 0.16% No change 1,614 $400K
LMCG Investments, LLC 0.02% Add +0.4% 1,613 $400K
Acadian Asset Management LLC 0.00% New 1,614 $400K
Harrington Investments, INC 0.21% No change 1,610 $399K
180 Wealth Advisors, LLC 0.05% Add +2.0% 1,609 $399K
Sentinel Advisory Group, LLC 0.19% — 1,605 $398K
Nicollet Investment Management, Inc. 0.14% No change 1,599 $397K
Pier 88 Investment Partners LLC 0.59% Reduce -23.8% 1,600 $397K
McMillan Office, Inc. 0.05% No change 1,600 $397K
Fortis Capital Advisors, LLC 0.05% Add +10.2% 1,599 $397K
Midwest Financial Group LLC 0.17% Reduce -3.2% 1,596 $396K
Landmark Wealth Management, LLC 0.11% Add +66.8% 1,595 $395K
Wealthcare Capital Partners, LLC 0.18% Add +0.2% 1,590 $394K
KFA Private Wealth Group, LLC 0.09% Add +23.1% 1,588 $394K
Team Hewins, LLC 0.12% Add +85.7% 1,588 $394K
Sharkey, Howes & Javer 0.05% Reduce -8.5% 1,588 $394K
Northstar Financial Companies, Inc. 0.31% Reduce -41.8% 1,586 $393K
Plan A Wealth LLC 0.19% No change 1,583 $393K
Exchange Bank 0.27% No change 1,576 $391K
BOS Asset Management, LLC 0.10% No change 1,574 $390K
Purkiss Capital Advisors LLC 0.17% Reduce -5.7% 1,573 $390K
Two Sigma Securities, LLC 0.05% Reduce -86.8% 1,573 $390K
Stokes Family Office, LLC 0.04% Add +4.7% 1,572 $390K
Polaris Investment Advisors, LLC 0.28% Reduce -1.2% 1,571 $390K
Ridge Creek Global, Inc 0.33% No change 1,570 $389K
Peoples Bank 0.39% No change 1,569 $389K
Investor's Fiduciary Advisor Network, LLC 0.12% Add +16.3% 1,570 $389K
Allen Mooney & Barnes Investment Advisors LLC 0.06% Add +6.4% 1,567 $389K
Great Lakes Advisors, LLC 0.00% Reduce -47.9% 1,565 $388K
Journey Advisory Group, LLC 0.03% Reduce -25.3% 1,560 $387K
49 Wealth Management, LLC 0.03% Reduce -10.0% 1,559 $387K
Genesis Private Wealth, LLC 0.12% Reduce -77.2% 1,552 $385K
Daner Wealth Management, LLC 0.23% Reduce -0.1% 1,362 $385K
Flower City Capital 0.19% Reduce -5.7% 1,550 $384K
Vickerman Investment Advisors, Inc. 0.08% Reduce -4.6% 1,542 $382K
Ipswich Investment Management Co., Inc. 0.09% No change 1,540 $382K
BNC Wealth Management, LLC 0.11% Reduce -3.9% 1,535 $381K
Bath Savings Trust Co 0.04% Add +10.0% 1,531 $380K
Eagle Global Advisors LLC 0.01% No change 1,530 $379K
Legacy Capital Wealth Partners, LLC 0.08% Add +0.1% 1,528 $379K
Plotkin Financial Advisors, LLC 0.19% No change 1,527 $379K
Trek Financial, LLC 0.02% Reduce -3.5% 1,526 $378K
InvesTrust 0.16% Reduce -1.9% 1,523 $378K
Staley Capital Advisers Inc. 0.02% No change 1,516 $376K
Birchbrook, Inc. 0.18% Reduce -13.7% 1,513 $375K
Ellevest, Inc. 0.05% No change 1,512 $375K
Birinyi Associates Inc. 0.10% Reduce -23.9% 1,510 $374K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -51.4% 1,508 $374K
Gutierrez Wealth Advisory, LLC 0.23% Add +0.1% 1,504 $373K
Breakwater Investment Management 0.14% No change 1,504 $373K
Pasadena Private Wealth, LLC 0.05% No change 1,500 $372K
Traynor Capital Management, Inc. 0.02% Add +23.2% 1,552 $372K
Smart Portfolios, LLC 0.37% Add +0.9% 1,500 $372K
Marshall Financial Group, LLC 0.06% No change 1,499 $372K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -15.5% 1,470 $371K
Genesis Wealth Advisors, LLC 0.25% No change 1,491 $370K
Rinkey Investments 0.09% Reduce -2.6% 1,486 $369K
Natural Investments, LLC 0.09% Reduce -12.3% 1,487 $368K
JBR Co Financial Management Inc 0.15% No change 1,490 $367K
Ameriflex Group, Inc. 0.19% Add +99.9% 1,479 $367K
Atwater Malick LLC 0.10% New 1,475 $366K
Accurate Wealth Management, LLC 0.04% Add +39.8% 1,399 $366K
Southern Michigan Bank & Trust 0.14% — 1,472 $365K
GDS Wealth Management 0.02% New 1,472 $365K
Lake Street Private Wealth, LLC 0.05% Add +6.5% 1,471 $365K
GLR Partners, LLC 0.20% — 1,470 $365K
Jackson Square Capital, LLC 0.08% Add +2.5% 1,465 $363K
Praetorian Wealth Management, Inc. 0.07% Reduce -7.5% 1,390 $362K
Latitude Advisors, LLC 0.17% Reduce -3.5% 1,457 $361K
Collar Capital Management, LLC 0.23% Reduce -18.7% 1,456 $361K
Maridea Wealth Management LLC 0.05% Add +29.3% 1,456 $361K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.27% Add +34.0% 1,452 $360K
Successful Portfolios LLC 0.20% Reduce -1.3% 1,494 $360K
Boston Common Asset Management, LLC 0.02% Reduce -49.1% 1,451 $360K
Dedeker Financial LLC 0.31% New 1,446 $358K
Fairview Capital Investment Management, LLC 0.02% Reduce -8.8% 1,443 $358K
Argus Investors' Counsel, Inc. 0.32% Reduce -29.2% 1,442 $358K
Caxton Associates LLP 0.01% New 1,440 $357K
Omega Financial Group, LLC 0.12% Add +0.1% 1,437 $356K
Shrier Wealth Management, LLC 0.13% Add +0.1% 1,436 $356K
Frisch Financial Group, Inc. 0.07% Add +12.7% 1,434 $356K
Amplius Wealth Advisors, LLC 0.03% Reduce -20.0% 1,433 $355K
WealthBridge Investment Counsel Inc. 0.11% Add +2.1% 1,432 $355K
Benchmark Investment Advisors LLC 0.21% — 1,430 $355K
Lauterbach Financial Advisors, LLC 0.17% No change 1,429 $354K
Kessler Investment Group, LLC 0.17% Add +6.3% 1,429 $354K
Trueblood Wealth Management, LLC 0.14% Add +0.1% 1,424 $353K
Dala Group, LLC 0.30% No change 1,424 $353K
Eclectic Associates Inc. 0.05% Reduce -6.4% 1,421 $353K
Redwood Family Wealth LLC 0.35% No change 1,420 $352K
Elevation Wealth Partners, LLC 0.13% Reduce -1.1% 1,420 $352K
Asio Capital, LLC 0.05% No change 1,418 $352K
Spirepoint Private Client, LLC 0.03% Reduce -6.6% 1,405 $348K
Valley Forge Investment Consultants Inc. Adv 0.10% No change 1,405 $348K
High Net Worth Advisory Group LLC 0.08% No change 1,403 $348K
Fayez Sarofim & Co 0.00% No change 1,403 $348K
Armstrong, Fleming & Moore, Inc 0.15% New 1,401 $347K
DeLarme Wealth Management, Inc. 0.22% Add +0.1% 1,401 $347K
Sjbenen Advisory, LLC 0.29% Reduce -70.2% 1,400 $347K
Ledyard National Bank 0.03% No change 1,397 $346K
Flynn Zito Capital Management, LLC 0.11% Add +4.0% 1,397 $346K
Castle Wealth Management LLC 0.11% Reduce -17.1% 1,396 $346K
Wolff Wiese Magana LLC 0.19% No change 1,396 $346K
ArchPoint Investors 0.08% No change 1,390 $345K
Northland Securities, Inc. 0.33% Add +36.7% 1,386 $344K
Albion Financial Group 0.02% No change 1,382 $343K
Bay Capital Advisors, LLC 0.21% Add +0.1% 1,380 $342K
Retirement Income Solutions, Inc. 0.06% Reduce -16.2% 1,374 $341K
Piscataqua Savings Bank 0.24% No change 1,373 $341K
Arvest Investments, Inc. 0.05% Reduce -23.1% 1,371 $340K
BCGM Wealth Management, LLC 0.09% Add +2.2% 1,368 $339K
TRB Wealth Management, LLC 0.05% — 1,365 $339K
Monte Financial Group, LLC 0.12% Add +6.4% 1,363 $338K
Blankinship & Foster, LLC 0.07% No change 1,355 $336K
Summit Wealth Group LLC / Co. 0.04% Add +0.7% 1,353 $335K
Newman Dignan & Sheerar, Inc. 0.07% Reduce -2.9% 1,351 $335K
Forum Finance Group S.A. 0.18% — 1,658 $334K
Insight Wealth Strategies, LLC 0.04% Reduce -12.9% 1,345 $334K
Tassel Capital Management, Inc. 0.18% Reduce -0.4% 1,343 $333K
West Michigan Advisors, LLC 0.07% Reduce -26.3% 1,341 $333K
Objectivity Squared, LLC 0.21% Reduce -0.5% 1,336 $331K
Dunhill Financial, LLC 0.08% No change 1,334 $331K
MBA Advisors LLC 0.13% No change 1,332 $330K
Bank Hapoalim BM 0.05% No change 1,321 $328K
G2 Capital Management, LLC / Oh 0.08% Reduce -10.1% 1,320 $327K
Armstrong Advisory Group, Inc. 0.02% Add +19.5% 1,319 $327K
Financial Harvest, LLC 0.19% No change 1,319 $327K
Beacon Bank & Trust 0.07% Add +11.5% 1,318 $327K
Stonebridge Financial Group, LLC 0.03% Add +16.7% 1,318 $327K
Prosperity Planning, Inc. 0.12% Reduce -7.7% 1,316 $326K
Aviance Capital Partners, LLC 0.04% Add +4.0% 1,316 $326K
Allred Capital Management, LLC 0.12% No change 1,314 $326K
Carter Financial Group, INC. 0.20% No change 1,312 $325K
Grant Street Asset Management, Inc. 0.06% No change 1,311 $325K
Goelzer Investment Management, Inc. 0.02% Reduce -4.4% 1,309 $325K
Wedgewood Investors Inc. 0.37% No change 1,308 $324K
Downshift Financial, LLC 0.17% Add +6.0% 1,186 $324K
Hayek Kallen Investment Management 0.11% New 1,305 $324K
River Street Advisors LLC 0.11% No change 1,305 $324K
Adirondack Trust Co. 0.11% Reduce -0.6% 1,304 $323K
DiNuzzo Private Wealth, Inc. 0.03% No change 1,301 $323K
Ping Capital Management, Inc. 0.12% New 1,300 $322K
Northeast Planning Associates, Inc. / NH / 0.22% No change 1,297 $322K
Park Capital Management, LLC / WI 0.31% No change 1,294 $321K
Romano Brothers and Company 0.04% Add +4.7% 1,291 $320K
Hantz Financial Services, Inc. 0.00% Add +112.2% 1,290 $320K
Quarry Hill Advisors, LLC 0.13% Reduce -6.7% 1,160 $320K
Retirement Planning Co of New England, Inc. 0.13% Add +13.2% 1,288 $320K
Old Peak Finance LLC 0.19% No change 1,287 $319K
First Hawaiian Bank 0.04% Reduce -8.4% 1,283 $318K
Hanson & Doremus Investment Management 0.04% Add +47.8% 1,284 $318K
DGS Capital Management, LLC 0.05% New 1,281 $318K
TritonPoint Partners, LLC 0.12% Add +47.5% 1,277 $317K
Keudell/Morrison Wealth Management 0.06% No change 1,272 $315K
Mine & Arao Wealth Creation & Management, LLC. 0.13% Add +0.1% 1,271 $315K
Wealthspire Retirement, LLC 0.02% Reduce -5.4% 1,268 $314K
Wallace Advisory Group, LLC 0.33% Reduce -11.1% 1,263 $313K
Sanchez Gaunt Capital Management, LLC 0.20% — 1,261 $313K
Front Street Capital Management, Inc. 0.04% Reduce -1.2% 1,258 $312K
Godfrey Financial Associates, Inc. 0.27% No change 1,258 $312K
Koss-Olinger Consulting, LLC 0.03% Reduce -8.0% 1,253 $311K
Johnson Financial Group, LLC 0.02% New 1,252 $310K
Nichols & Pratt Advisers LLP 0.02% Reduce -10.1% 1,425 $310K
Pps&v Asset Management Consultants, Inc. 0.19% No change 1,250 $310K
KWB Wealth 0.03% No change 1,258 $310K
Main Street Group, LTD 0.10% Reduce -6.7% 1,248 $310K
Rainier Family Wealth Inc. 0.21% Add +15.8% 1,246 $309K
Lincoln Capital LLC 0.06% No change 1,246 $309K
Old Mission Investment Co LLC 0.07% Add +19.1% 1,246 $309K
Peoples Bank 0.19% Add +22.9% 1,242 $308K
Friedenthal Financial 0.15% Reduce -13.5% 1,241 $308K
Advyzon Investment Management, LLC 0.03% New 1,239 $307K
Vigil Wealth Management, LLC 0.25% Reduce -0.5% 1,239 $307K
Mirador Capital Partners LP 0.04% Reduce -20.2% 1,238 $307K
Patriot Financial Group Insurance Agency, LLC 0.02% New 1,238 $307K
Accelerate Investment Advisors LLC 0.20% No change 1,238 $307K
Sage Capital Management, LLC 0.14% Add +0.1% 1,233 $307K
Mullaney, Keating & Wright, Inc. 0.17% Add +22.0% 1,236 $306K
ARS Wealth Advisors Group, LLC 0.03% No change 1,233 $306K
JMN Financial LLC 0.30% New 1,228 $305K
Greenfield Savings Bank 0.13% No change 1,228 $305K
FC Advisory LLC 0.09% Add +0.1% 1,226 $304K
Van Strum & Towne Inc. 0.09% No change 1,225 $304K
M. Kulyk & Associates, LLC 0.06% No change 1,225 $304K
Chapin Davis, Inc. 0.07% Add +10.8% 1,224 $304K
Mitchell McLeod Pugh & Williams Inc. 0.04% Reduce -1.3% 1,222 $303K
Elk River Wealth Management LLC 0.05% Reduce -6.8% 1,220 $303K
Maripau Wealth Management LLC 0.13% Add +45.7% 1,215 $301K
Activest Wealth Management 0.05% Reduce -41.5% 1,212 $301K
Acorn Wealth Advisors, LLC 0.09% Reduce -2.3% 1,205 $299K
YANKCOM Partnership 0.12% No change 1,201 $298K
Approach Retirement Advisors, LLC 0.25% No change 1,200 $298K
Zuckerman Investment Group, LLC 0.03% Reduce -3.5% 1,200 $298K
J. L. Bainbridge & Co., Inc. 0.03% Add +24.9% 1,200 $298K
CV Advisors LLC 0.08% No change 1,200 $298K
Burney Co./ 0.01% Reduce -0.5% 1,198 $297K
Ewa, LLC 0.07% Reduce -0.1% 1,193 $296K
Everett Harris & Co. 0.00% No change 1,192 $296K
NFSG Corp 0.05% Add +1.9% 1,189 $295K
Dara Capital Us, Inc. 0.28% No change 1,185 $294K
Arq Wealth Advisors, LLC 0.05% Add +42.2% 1,180 $293K
CNB Bank 0.12% No change 1,179 $292K
Xponance LLC 0.00% Reduce -15.4% 1,178 $292K
Capital Developers, LLC 0.26% Reduce -4.0% 1,174 $291K
Roffman Miller Associates Inc. 0.02% Add +0.9% 1,174 $291K
Kelsey Financial, LLC 0.25% Add +3.3% 1,170 $290K
Byrne Asset Management LLC 0.17% Reduce -2.5% 1,170 $290K
City State Bank 0.08% Reduce -1.7% 1,170 $290K
Rossby Financial, LCC 0.06% Add +312.1% 1,162 $290K
Noble Wealth Management PBC 0.15% No change 1,168 $290K
Pettinga Financial Advisors LLC 0.05% Add +34.6% 1,166 $289K
CPC Advisors, LLC 0.05% No change 1,164 $289K
Wolfstich Capital, LLC 0.25% No change 1,203 $288K
Florida Financial Advisors, LLC 0.07% Reduce -3.1% 1,162 $288K
Geometric Wealth Advisors 0.04% New 1,161 $288K
KRM Wealth Management L.L.C. 0.15% Add +0.2% 1,160 $288K
Cascade Investment Group, Inc. 0.19% No change 1,157 $287K
CFM Wealth Partners LLC 0.04% Reduce -3.8% 1,153 $286K
Aviso Wealth Management 0.13% No change 1,151 $285K
Alpha Omega Wealth Management LLC 0.05% No change 1,150 $285K
Elmwood Wealth Management, Inc. 0.08% Add +1.6% 1,147 $284K
Maia Wealth LLC 0.05% Reduce -0.7% 1,146 $284K
Baron Silver Stevens Financial Advisors, LLC 0.04% No change 1,146 $284K
Atlantic Edge Private Wealth Management, LLC 0.07% Reduce -4.6% 1,145 $284K
TruNorth Capital Management, LLC 0.05% No change 1,141 $283K
Stablepoint Partners, LLC 0.04% Reduce -0.6% 1,140 $283K
Nestegg Advisors, Inc. 0.25% Reduce -1.0% 1,139 $283K
Chicago Wealth Management, Inc. 0.11% No change 1,139 $282K
Northern Financial Advisors Inc 0.21% New 1,138 $282K
Atlas Capital Advisors Inc. 0.03% Reduce -0.5% 1,136 $282K
True Link Financial Advisors, LLC 0.02% Reduce -10.3% 1,136 $282K
Ables, Iannone, Moore & Associates, Inc. 0.17% Add +11.1% 1,135 $281K
360 Financial, Inc. 0.08% New 1,135 $281K
Patten Group, Inc. 0.05% Add +13.4% 1,135 $281K
Main Street Financial Solutions, LLC 0.02% Add +7.3% 1,134 $281K
American Trust 0.02% Add +0.7% 1,133 $281K
Straight Path Wealth Management 0.07% No change 1,130 $280K
Forum Private Client Group LLC 0.09% Add +0.5% 1,122 $278K
Retirement Wealth Solutions LLC 0.18% Reduce -0.5% 1,121 $278K
Elevatus Welath Management 0.15% Add +10.9% 1,118 $277K
Foster & Motley Inc. 0.01% New 1,118 $277K
Strategies Wealth Advisors, LLC 0.03% Add +0.1% 1,115 $276K
White Lighthouse Investment Management Inc. 0.04% New 1,107 $275K
Prosperity Financial Group, Inc. 0.10% Add +0.1% 1,106 $274K
McCollum Christoferson Group LLC 0.08% Reduce -27.4% 1,105 $274K
Mindset Wealth Management, LLC 0.07% Reduce -8.2% 1,104 $274K
Wealthcare Capital Management LLC 0.03% Reduce -3.4% 1,103 $274K
Castle Rock Wealth Management, LLC 0.06% New 1,085 $273K
PDS Planning, Inc 0.02% Add +0.8% 1,097 $272K
Strategic Wealth Advisors LLC 0.22% Add +26.5% 1,098 $272K
Guardian Capital, LLC 0.26% Reduce -42.8% 1,096 $272K
Global Assets Advisory, LLC 0.08% Add +5.0% 1,096 $272K
DB&C Advisors, LLC 0.35% Add +11.3% 1,094 $271K
W Advisors, LLC 0.14% No change 1,094 $271K
Armor Investment Advisors, LLC 0.10% Add +6.5% 1,092 $271K
Bank Ozk 0.10% Reduce -4.7% 1,092 $271K
Oarsman Capital, Inc. 0.03% New 1,090 $270K
Birmingham Capital Management Co. Inc. 0.11% Reduce -12.1% 1,090 $270K
Charles Schwab Trust Co 0.02% Reduce -26.6% 1,087 $270K
Peterson Wealth Management 0.16% Add +0.2% 1,087 $270K
United Community Bank 0.09% No change 1,086 $269K
Concorde Asset Management, LLC 0.13% Reduce -4.0% 1,085 $269K
Flagship Wealth Advisors, LLC 0.12% Reduce -11.9% 1,247 $269K
Canvas Wealth Advisors, LLC 0.05% Reduce -4.4% 1,085 $269K
Kennicott Capital Management LLC 0.15% No change 1,083 $269K
Triton Wealth Management, PLLC 0.10% Reduce -0.9% 1,064 $268K
Professional Financial Advisors, LLC 0.05% Add +7.9% 1,079 $267K
Nvest Financial, LLC 0.10% Add +8.9% 1,077 $267K
Macroview Investment Management LLC 0.19% Reduce -5.6% 1,075 $267K
Stolz & Associates, PS 0.19% Reduce -7.5% 985 $266K
Finivi Inc. 0.14% Reduce -5.8% 1,071 $266K
Strategic Investment Management, LLC 0.11% No change 1,070 $265K
Pathway Financial Advisors LLC 0.03% No change 1,053 $265K
Obsidian Cio, LLC 0.24% Reduce -48.5% 4,039 $264K
Wealth Group Ltd 0.06% No change 1,064 $264K
Interactive Financial Advisors, Inc. 0.17% Reduce -5.4% 1,063 $264K
Beaumont Financial Advisors, LLC 0.02% Add +12.1% 1,062 $263K
Voisard Asset Management Group, Inc. 0.06% Reduce -8.6% 1,061 $263K
Invst, LLC 0.03% Add +0.5% 1,059 $263K
Sara-Bay Financial 0.08% Add +4.3% 1,055 $262K
Heritage Wealth Advisors 0.01% Reduce -76.0% 1,055 $262K
Burford Brothers, Inc. 0.11% Reduce -18.6% 1,049 $260K
Central Valley Advisors, LLC 0.07% Reduce -4.4% 1,049 $260K
Summit Global Investments 0.02% New 1,046 $259K
Connable Office Inc. 0.03% No change 1,044 $259K
Viawealth, LLC 0.14% No change 1,041 $258K
Access Financial Services, Inc. 0.09% Reduce -6.6% 1,040 $258K
Shakespeare Wealth Management, LLC 0.06% No change 1,037 $257K
Bogart Wealth, LLC 0.01% Reduce -15.1% 1,036 $257K
Tanglewood Legacy Advisors, LLC 0.09% Reduce -16.2% 1,036 $257K
Pictet North America Advisors SA 0.03% No change 1,036 $257K
Manuka Financial, LLC 0.16% No change 1,034 $256K
Sandhill Capital Partners LLC 0.02% Reduce -1.1% 1,034 $256K
Banque Transatlantique SA 0.01% No change 1,033 $256K
Vision Retirement, LLC 0.07% Add +3.9% 1,032 $256K
Second Line Capital, LLC 0.05% Add +0.4% 920 $256K
Luminvest Wealth Management LLC 0.07% No change 924 $256K
Cabot Wealth Management Inc. 0.03% No change 1,030 $255K
Werba Rubin Papier Wealth Management 0.04% No change 1,027 $255K
Performance Wealth Partners, LLC 0.01% New 1,025 $254K
Storen Legacy Partners, LLC 0.08% Reduce -7.5% 1,024 $254K
One Day In July LLC 0.02% Add +0.8% 1,022 $253K
Resources Management Corp. /CT/ 0.03% Reduce -2.4% 1,019 $253K
71 West Capital Partners 0.01% Reduce -23.1% 1,020 $253K
JB Capital LLC 0.01% Add +5.2% 1,015 $252K
Unified Investment Management 0.26% No change 1,014 $251K
SJS Investment Consulting Inc. 0.03% Add +4.6% 1,014 $251K
BXM Wealth LLC 0.19% Reduce -70.7% 1,014 $251K
Flywheel Private Wealth LLC 0.14% Reduce -3.6% 1,013 $251K
Capasso Planning Partners LLC 0.14% No change 1,012 $251K
Community Bank of Raymore 0.17% Reduce -22.9% 1,009 $250K
Strategic Financial Services, Inc. 0.01% Add +3.9% 1,007 $250K
Mountain Hill Investment Partners Corp. 0.15% Reduce -4.7% 1,004 $249K
Tucker Asset Management LLC 0.07% Add +677.5% 1,003 $249K
Tobias Financial Advisors, Inc. 0.03% Add +4.4% 1,003 $249K
John A. Wolfe & Associates, Inc. 0.38% No change 1,000 $248K
Tenret Co LLC 0.12% No change 1,000 $248K
1776 Wealth LLC 0.10% No change 1,000 $248K
Meridian Management Co. 0.06% Reduce -23.1% 1,000 $248K
COFG Advisors, LLC 0.06% Add +0.2% 999 $248K
Visionary Horizons, LLC 0.12% Reduce -0.4% 996 $247K
Ring Mountain Capital, LLC 0.14% Add +0.3% 994 $247K
Jag Capital Management, LLC 0.03% Add +0.4% 995 $247K
Destination Wealth Management 0.01% Add +2.1% 993 $246K
Shufro Rose & Co. LLC 0.02% Reduce -5.9% 988 $245K
Kendall Capital Management 0.05% Reduce -0.2% 987 $245K
Fairman Group, LLC 0.21% Add +0.2% 986 $244K
Comprehensive Money Management Services LLC 0.16% No change 985 $244K
GW Henssler & Associates Ltd. 0.01% No change 985 $244K
Legacy Wealth Managment, LLC 0.12% Add +52.6% 984 $244K
Monarch Capital Management Inc. 0.06% No change 984 $244K
BLB&B Advisors, LLC 0.01% Reduce -8.1% 983 $244K
Innovative Asset Advisors Group, LLC 0.14% — 979 $243K
Arcataur Capital Management LLC 0.07% No change 978 $243K
Requisite Capital Management, LLC 0.05% No change 977 $242K
Bright Futures Wealth Management, LLC. 0.17% Add +4.4% 977 $242K
Cora Capital Advisors LLC 0.08% No change 974 $242K
Jamison Private Wealth Management, Inc. 0.03% No change 974 $241K
Wealth Management Partners, LLC 0.07% No change 973 $241K
Global Wealth Management Investment Advisory, Inc. 0.04% No change 966 $240K
SwitchPoint Financial Planning, LLC 0.16% No change 964 $239K
Marathon Strategic Advisors, LLC 0.17% No change 960 $238K
Avalon Trust Co 0.02% Add +19.5% 956 $237K
Kemnay Advisory Services Inc. 0.04% Reduce -2.4% 955 $237K
LVM Capital Management Ltd. 0.02% New 950 $236K
Cushing Capital Partners, LLC 0.18% No change 950 $236K
First Interstate Bank 0.01% No change 950 $236K
Persium Advisors, LLC 0.19% Reduce -16.3% 948 $235K
Allied Investment Advisors, LLC 0.03% No change 948 $235K
Myecfo, LLC 0.10% Add +8.8% 945 $234K
Torrey Growth & Income Advisors 0.10% No change 958 $234K
Harbour Trust & Investment Management Co 0.02% Add +2.2% 944 $234K
Landing Point Financial Group, LLC 0.11% Add +0.2% 940 $233K
Integrity Wealth Solutions LLC 0.09% Reduce -0.7% 938 $233K
Annex Advisory Services, LLC 0.00% Add +7.7% 937 $232K
CVA Family Office, LLC 0.02% No change 936 $232K
Austin Asset Management Co Inc 0.04% New 936 $232K
Front Row Advisors LLC 0.08% Add +6.3% 932 $231K
Grey Fox Wealth Advisors, LLC 0.04% New 931 $231K
Compass Planning Associates Inc 0.15% Add +0.1% 929 $230K
Independent Solutions Wealth Management, LLC 0.03% Reduce -0.8% 926 $230K
Boreal Capital Management LLC 0.22% No change 925 $229K
Moseley Investment Management Inc. 0.07% Add +0.1% 925 $229K
Alteri Wealth LLC 0.07% No change 924 $229K
Cura Wealth Advisors, LLC 0.10% No change 921 $228K
Vilga Financial Planning LLC 0.20% No change 920 $228K
Main Management LLC 0.02% No change 921 $228K
Clare Market Investments LLC 0.05% — 919 $228K
L. Roy Papp & Associates, LLP 0.03% No change 917 $227K
Sterling Investment Advisors, Ltd. 0.04% No change 916 $227K
Permanens Capital L.P. 0.03% New 915 $227K
Mosaic Family Wealth Partners, LLC 0.02% New 914 $227K
Asset Management Group, Inc. 0.04% Add +0.2% 914 $227K
Schroder Investment Management Group 0.00% Reduce -31.0% 912 $226K
McLaughlin Asset Management, Inc. 0.22% Add +1.8% 909 $226K
Align Financial, LLC 0.13% Reduce -99.6% 909 $225K
McIlrath & Eck, LLC 0.02% Reduce -11.5% 908 $225K
Samara Investment Management, LLC 0.23% — 906 $225K
FSC Wealth Advisors, LLC 4.29% Reduce -86.6% 905 $224K
Dickmeyer Boyce Financial Management, Inc. 0.13% — 903 $224K
TCP Asset Management, LLC 0.03% Reduce -1.1% 903 $224K
Foster Victor Wealth Advisors, LLC 0.01% New 833 $224K
Bell Bank 0.01% Reduce -2.6% 902 $224K
Anchor Investment Management, LLC 0.02% No change 900 $223K
Miramar Capital, LLC 0.05% New 900 $223K
Guardian Wealth Advisors, LLC / NC 0.01% Reduce -1.6% 900 $223K
Steelhead Wealth Management LLC 0.11% — 901 $223K
Journey Strategic Wealth LLC 0.01% Reduce -85.7% 898 $223K
Diligent Investors, LLC 0.06% New 895 $222K
Trustmark Bank Trust Department 0.01% No change 894 $222K
Axis Wealth Partners, LLC 0.12% Reduce -24.3% 893 $221K
Seros Financial, LLC 0.14% Reduce -41.6% 892 $221K
Black Diamond Financial, LLC 0.02% Reduce -2.2% 891 $221K
Integrated Capital Management, LLC 0.09% New 890 $221K
Gordian Advisors LLC 0.15% No change 887 $220K
Insight Wealth Partners, LLC 0.09% No change 885 $219K
Crumly & Associates Inc. 0.05% Add +0.2% 880 $218K
Continuum Wealth Advisors, LLC 0.09% No change 876 $217K
Blalock Williams, LLC 0.17% Add +2.8% 875 $217K
Wealth Advisors of Tampa Bay, LLC 0.07% No change 874 $217K
Affinity Capital Advisors, LLC 0.03% Add +2.8% 871 $216K
3 Factor Indexing, LLC 0.20% — 871 $216K
Rydar Equities, Inc. 0.17% Add +0.1% 867 $215K
Sunbeam Capital Management, LLC 0.12% No change 865 $215K
Capital Investment Counsel, Inc 0.03% No change 865 $215K
Patrick M Sweeney & Associates, Inc. 0.14% Add +5.5% 863 $214K
Core Wealth Partners LLC 0.10% Reduce -5.8% 860 $213K
CenterStar Asset Management, LLC 0.21% New 859 $213K
Isthmus Partners, LLC 0.02% No change 856 $212K
Cim Investment Management Inc. 0.06% Reduce -43.8% 855 $212K
Mogy Joel R Investment Counsel Inc. 0.01% No change 855 $212K
Vaughan David Investments LLC 0.00% New 854 $212K
KPP Advisory Services LLC 0.03% New 850 $211K
Fishman Jay A Ltd. 0.02% No change 850 $211K
Kennedy Investment Group, Inc. 0.08% Add +0.1% 845 $210K
Global View Capital Management LLC 0.06% New 845 $210K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -14.8% 844 $209K
Burns Matteson Capital Management, LLC 0.08% No change 843 $209K
Condor Capital Management 0.02% No change 842 $209K
PACK Private Wealth, LLC 0.10% No change 842 $209K
WJ Financial Advisors LLC 0.17% Add +0.1% 840 $208K
Towne Trust Company, N.A 0.07% No change 839 $208K
Garrett Wealth Advisory Group, LLC 0.04% No change 839 $208K
Roble, Belko & Company, Inc 0.03% Reduce -6.7% 840 $208K
Meadow Creek Wealth Advisors LLC 0.13% No change 838 $208K
Cynosure Group, LLC 0.03% Reduce -74.8% 840 $208K
Thompson Davis & Co., Inc. 0.14% Reduce -6.4% 835 $207K
Cassia Capital Partners, LLC 0.11% No change 835 $207K
Israel Discount Bank of New York 0.45% New 833 $207K
Ariadne Wealth Management, LP 0.09% No change 833 $207K
Nelson Capital Management, LLC 0.03% No change 830 $206K
Stevens Capital Partners 0.05% No change 827 $205K
Winter & Associates, Inc. 0.18% New 812 $205K
Ballast, Inc. 0.05% New 826 $205K
Opes Wealth Management LLC 0.04% No change 826 $205K
BlueSky Wealth Advisors, LLC 0.03% New 823 $204K
Schorn Wealth LLC 0.06% New 822 $204K
Sage Investment Counsel LLC 0.22% New 816 $202K
BWM Planning, LLC 0.05% No change 814 $202K
SWP Financial LLC 0.10% New 810 $201K
Cladis Investment Advisory, LLC 0.11% New 808 $200K
Brooklyn FI, LLC 0.04% New 808 $200K
Bellecapital International Ltd. 0.04% New 808 $200K
Palacios Wealth Management, LLC 0.13% New 720 $200K
O'ROURKE & COMPANY, Inc 0.08% Reduce -23.6% 807 $200K
Financial Connections Group, Inc. 0.07% No change 807 $200K
Creative Capital Management Investments LLC 0.06% No change 806 $200K
GeoWealth Management, LLC 0.01% Reduce -0.1% 798 $198K
LFA - Lugano Financial Advisors SA 0.10% No change 795 $197K
Silver Oak Securities, Incorporated 0.01% New 792 $196K
Synergy Investment Management, LLC 0.06% New 790 $196K
GoalVest Advisory LLC 0.04% Reduce -6.0% 785 $195K
Financial Gravity Asset Management, Inc. 0.03% No change 760 $188K
JTC Employer Solutions Trustee Ltd 0.02% Add +101.3% 755 $187K
Bfsg, LLC 0.02% No change 754 $187K
Rosenberg Matthew Hamilton 0.04% Reduce -2.0% 749 $186K
MRP Capital Investments, LLC 0.16% Reduce -45.8% 745 $185K
Versant Capital Management, Inc 0.02% No change 736 $182K
Cetera Trust Company, N.A 0.10% No change 735 $182K
High Note Wealth, LLC 0.04% No change 727 $180K
Windsor Advisory Group, LLC 0.15% No change 721 $179K
Frazier Financial Advisors, LLC 0.10% Add +33.3% 708 $176K
Picton Mahoney Asset Management 0.00% No change 700 $174K
Physician Wealth Advisors, Inc. 0.02% Add +12.4% 699 $173K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -3.5% 687 $170K
Atlantic Private Wealth, LLC 0.11% No change 686 $170K
Asset Dedication, LLC 0.01% Add +15.3% 685 $170K
Dynamic Wealth Strategies, LLC 0.10% Reduce -2.3% 679 $168K
Glassman Wealth Services 0.02% No change 673 $167K
Premier Financial Group 0.03% Reduce -5.8% 655 $165K
Harbor Capital Advisors, Inc. 0.01% Add +5.0% 667 $165K
Sound Income Strategies, LLC 0.01% Reduce -3.6% 659 $164K
Financial Management Professionals, Inc. 0.02% Reduce -6.9% 652 $162K
Murphy & Mullick Capital Management Corp 0.12% Add +10.2% 649 $161K
Rice Partnership, LLC 0.02% Reduce -11.9% 641 $159K
Arjuna Capital 0.04% Add +228.2% 640 $159K
Sumitomo Mitsui Financial Group, Inc. 0.00% No change 634 $157K
Caldwell Sutter Capital, Inc. 0.06% No change 624 $155K
HHM Wealth Advisors, LLC 0.02% No change 622 $154K
Greykasell Wealth Strategies, Inc. 0.06% No change 616 $153K
Gill Capital Partners, LLC 0.04% New 609 $151K
Reicon Wealth Advisors, LLC 0.11% No change 600 $149K
Citizens National Bank Trust Department 0.02% No change 600 $149K
Darwin Wealth Management, LLC 0.05% Add +4.8% 595 $148K
Vermillion Wealth Management, Inc. 0.06% Add +0.2% 588 $146K
Marshall & Sterling Wealth Advisors Inc. 0.10% No change 586 $145K
Private Wealth Management Group, LLC 0.04% Add +3.5% 565 $140K
DB Fitzpatrick & Co, Inc 0.12% Reduce -3.6% 558 $138K
WPG Advisers, LLC 0.10% No change 558 $138K
ESL Trust Services, LLC 0.03% Reduce -31.1% 555 $138K
Beacon Financial Strategies CORP 0.08% No change 548 $136K
Pillar Financial Advisors, LLC 0.08% No change 543 $135K
Trust Co 0.01% Add +1.5% 536 $133K
Collier Financial 0.10% Reduce -0.6% 535 $133K
Creative Financial Designs Inc. 0.01% Reduce -4.5% 535 $133K
Harris Associates (Oakmark Funds) 0.00% No change 533 $132K
CoreFirst Bank & Trust 0.07% No change 520 $129K
Aberdeen Wealth Management LLC 0.06% Reduce -27.1% 520 $129K
Strategic Investment Advisors / MI 0.01% New 518 $128K
Founders Financial Alliance, LLC 0.02% Add +37.8% 514 $127K
Addison Advisors LLC 0.03% Add +23.9% 513 $127K
Entrust Financial LLC 0.09% No change 513 $127K
Paladin Advisory Group, LLC 0.10% Add +86.2% 512 $127K
Oakworth Capital, Inc. 0.01% Add +8.5% 512 $127K
Compagnie Lombard Odier SCmA 0.00% Add +24.4% 510 $126K
Integrity Financial Corp 0.06% No change 508 $126K
Balentine LLC 0.01% No change 501 $124K
WHI TRUST Co LLC 0.09% No change 500 $124K
LRI Investments, LLC 0.01% Reduce -77.3% 500 $124K
Roxbury Financial LLC 0.11% Reduce -16.9% 498 $124K
West Financial Advisors, LLC 0.02% No change 498 $124K
Horizons Wealth Management 0.08% No change 496 $123K
MJT & Associates Financial Advisory Group, Inc. 0.09% No change 493 $122K
Consultiva Wealth Management, Corp. 0.35% No change 484 $120K
Winch Advisory Services, LLC 0.03% Reduce -2.9% 476 $118K
Morling Financial Advisors, LLC 0.04% No change 475 $118K
Fourth Dimension Wealth, LLC 0.04% Reduce -0.8% 471 $117K
First Command Advisory Services, Inc. 0.00% Reduce -8.2% 470 $117K
Avion Wealth 0.02% Reduce -4.5% 470 $116K
Seneschal Advisors, LLC 0.09% No change 464 $115K
Intesa Sanpaolo Wealth Management 0.03% Add +48.1% 462 $115K
Raleigh Capital Management Inc. 0.04% Reduce -84.5% 461 $114K
Y.D. More Investments Ltd 0.00% No change 450 $110K
Wealth Preservation Advisors, LLC 0.09% Reduce -11.1% 442 $110K
Bollard Group LLC 0.00% No change 424 $105K
Olistico Wealth, LLC 0.05% No change 423 $105K
Quarry LP 0.02% Add +2633.3% 410 $102K
MTM Investment Management, LLC 0.03% No change 409 $101K
Glass Jacobson Investment Advisors llc 0.03% No change 404 $100K
Pacifica Partners Inc. 0.03% Reduce -25.1% 402 $100K
TD Capital Management LLC 0.01% No change 401 $99K
Portfolio Resources Advisor Group, Inc. 0.10% Reduce -64.9% 400 $99K
TopTier Wealth Management, LLC 0.06% New 400 $99K
Westside Investment Management, Inc. 0.02% New 400 $99K
Skylands Capital, LLC 0.01% No change 400 $99K
1015 Capital Partners, LLC 0.10% No change 395 $98K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -1.0% 391 $97K
one8zero8, LLC 0.02% Add +6.8% 390 $97K
Kozak & Associates, Inc. 0.02% Add +0.3% 360 $95K
Hurley Capital, LLC 0.05% No change 380 $94K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% Reduce -47.2% 376 $94K
Hazlett, Burt & Watson, Inc. 0.03% No change 371 $92K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.15% Add +50000.0% 1,002 $91K
First United Bank & Trust 0.03% No change 365 $91K
EPG Wealth Management LLC 0.02% No change 362 $90K
Milestone Investment Advisors LLC 0.02% No change 360 $89K
Allianz SE 0.00% Reduce -50.2% 353 $88K
Pacific Center for Financial Services 0.02% No change 351 $87K
First Pacific Financial 0.01% Reduce -22.9% 351 $87K
Contravisory Investment Management, Inc. 0.02% Reduce -1.4% 347 $86K
Rakuten Securities, Inc. 0.04% Reduce -16.3% 344 $85K
Advanced Asset Management Advisors Inc 0.02% Add +0.6% 344 $85K
PFS Partners, LLC 0.04% Add +0.9% 343 $85K
Blume Capital Management, Inc. 0.01% New 339 $84K
WealthCollab, LLC 0.03% No change 337 $84K
Your Advocates Ltd., LLP 0.03% Add +32.3% 336 $83K
Wellington Shields & Co., LLC 0.02% No change 335 $83K
Highline Wealth Partners LLC 0.02% Reduce -56.7% 333 $83K
Kings Path Partners LLC 0.03% No change 330 $82K
Phillip James Consulting Co. 0.06% New 251 $79K
Capital Advisors, Ltd. LLC 0.01% No change 317 $79K
Newton One Investments LLC 0.02% Reduce -3.6% 317 $79K
Stone House Investment Management, LLC 0.01% Reduce -5.5% 310 $77K
Napier Financial, LLC 0.02% New 307 $76K
Hamilton Point Investment Advisors, LLC 0.01% Reduce -5.9% 304 $75K
SYM FINANCIAL Corp 0.01% No change 299 $74K
Abound Wealth Management 0.02% Add +2.5% 292 $72K
Hoese & Co LLP 0.05% No change 275 $68K
Richardson Capital Management LLC 0.03% No change 274 $68K
Minot DeBlois Advisors LLC 0.06% Add +988.0% 272 $67K
Daytona Street Capital LLC 0.05% New 265 $67K
Riverview Trust Co 0.08% No change 269 $67K
DecisionPoint Financial, LLC 0.01% No change 267 $66K
Holos Integrated Wealth LLC 0.03% Add +357.1% 256 $65K
Hartford Financial Management Inc. 0.02% No change 258 $64K
Abound Financial, LLC 0.03% No change 253 $63K
Ankerstar Wealth, LLC 0.07% Reduce -45.8% 252 $62K
Motco 0.01% No change 252 $62K
TOWER TRUST & INVESTMENT Co 0.04% No change 250 $62K
Clean Yield Group 0.02% No change 250 $62K
Aventura Private Wealth, LLC 0.02% Add +853.9% 248 $62K
Cornerstone National Bank & Trust Co 0.02% No change 246 $61K
CGC Financial Services, LLC 0.02% Reduce -9.6% 244 $61K
Frankly Finances, LLC 0.05% No change 242 $60K
Pursuit Wealth Strategies, LLC 0.08% No change 240 $60K
TIAA Wealth Investment Management LLC 0.00% — 246 $59K
MeadowBrook Investment Advisors LLC 0.05% No change 234 $58K
Twin Peaks Wealth Advisors, LLC 0.01% New 231 $57K
1 North Wealth Services LLC 0.02% Add +12.2% 230 $57K
Hilton Head Capital Partners, LLC 0.03% No change 230 $57K
ROSS\JOHNSON & Associates LLC 1.03% No change 230 $57K
NorthAvenue LLC 0.04% No change 225 $56K
American Capital Advisory, LLC 0.02% Add +8.3% 222 $55K
Pension & Wealth Management Advisors, Inc. 0.02% Add +0.5% 221 $55K
N.E.W. Advisory Services LLC 0.00% Add +612.9% 221 $55K
Eukles Asset Management 0.02% No change 220 $55K
Barrett & Company, Inc. 0.02% No change 216 $54K
United Financial Planning Group LLC 0.03% No change 213 $53K
Strategic Advisory Partners, LLC 0.04% New 212 $53K
Nemes Rush Group LLC 0.01% No change 212 $53K
Mill Capital Management, LLC 0.00% Add +1.0% 211 $52K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 209 $52K
IMG Wealth Management, Inc. 0.03% Add +9.4% 209 $52K
Weaver Capital Management LLC 0.01% No change 205 $51K
Silver Grove Financial Group, Inc. 0.04% New 202 $50K
First Community Trust NA 0.04% No change 198 $49K
Godsey & Gibb, Inc. 0.00% Add +20.0% 198 $49K
Opal Wealth Advisors, LLC 0.01% New 195 $48K
Advantage Trust Co 0.02% No change 194 $48K
Washington Trust Advisors, Inc. 0.00% No change 192 $48K
Punch & Associates Investment Management, Inc. 0.00% Reduce -63.4% 185 $46K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +18000.0% 181 $45K
Bravera Wealth 0.02% Reduce -49.0% 177 $44K
Burkett Financial Services, LLC 0.01% No change 175 $44K
Hager Investment Management Services, LLC 0.02% No change 171 $42K
Virginia Estate & Retirement Planning Advisors Inc. 0.07% — 169 $42K
PlanVest Financial, Inc 0.03% — 168 $42K
Peachtree Investment Partners, LLC 0.02% Add +0.6% 168 $42K
Caitlin John, LLC 0.02% No change 165 $41K
Marshall Investment Management, LLC 0.02% New 163 $40K
Axiom Investment Management LLC 0.03% — 161 $40K
Ameliora Wealth Management Ltd. 0.01% No change 160 $39K
Granite FO LLC 0.02% Add +34.2% 157 $39K
Clear Investment Research, LLC 0.06% New 156 $39K
Clayton Financial Group LLC 0.02% Add +101.3% 155 $38K
Midwest Capital Advisors, LLC 0.02% New 154 $38K
Conquis Financial LLC 0.03% Reduce -20.6% 135 $37K
Scarborough Advisors, LLC 0.00% New 150 $37K
Navigoe, LLC 0.02% No change 150 $37K
GGM Financial LLC 0.02% Add +2.1% 148 $37K
Chilton Capital Management LLC 0.00% Add +170.4% 146 $36K
Evolution Wealth Management Inc. 0.03% Add +3525.0% 145 $36K
Financial Network Wealth Advisors LLC 0.04% No change 143 $35K
Lloyd Advisory Services, LLC. 0.01% New 141 $35K
Kingdom Financial Group LLC. 0.01% Reduce -9.6% 141 $35K
Elevated Capital Advisors, LLC 0.01% No change 136 $34K
Philadelphia Investment Partners, LLC 0.02% — 133 $33K
FWL Investment Management, LLC 0.01% No change 132 $33K
Quest 10 Wealth Builders, Inc. 0.03% Reduce -10.5% 128 $32K
Quaker Wealth Management, LLC 0.01% Add +2.4% 128 $32K
Clearstead Trust, LLC 0.01% Reduce -67.5% 128 $32K
Tower View Wealth Management LLC 0.02% New 128 $32K
Osbon Capital Management LLC 0.03% No change 127 $31K
Providence Capital Advisors, LLC 0.01% Reduce -7.3% 126 $31K
McGuire Capital Advisors Inc. 0.02% Add +82.3% 124 $31K
Templeton & Phillips Capital Management, LLC 0.02% No change 118 $29K
REAP Financial Group, LLC 0.01% Add +110.9% 116 $29K
HFM Investment Advisors, LLC 0.01% Reduce -29.0% 115 $29K
Acumen Wealth Advisors, LLC 0.01% Add +5.5% 115 $29K
Measured Wealth Private Client Group, LLC 0.01% No change 114 $28K
Mark Sheptoff Financial Planning, LLC 0.01% New 100 $28K
Investment Counsel Co. of Nevada 0.06% No change 108 $27K
IFS Advisors, LLC 0.01% No change 105 $26K
IFG Advisory, LLC 0.07% Reduce -99.7% 102 $25K
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
Global Wealth Strategies & Associates 0.01% Reduce -13.8% 100 $25K
Ramirez Asset Management, Inc. 0.00% No change 100 $25K
Comprehensive Financial Planning, Inc. 0.02% No change 98 $24K
Beaird Harris Wealth Management, LLC 0.00% Reduce -86.0% 97 $24K
Community Financial Services Group, LLC 0.00% New 96 $24K
Burk Holdings LLC 0.01% New 96 $24K
Wellington Grp LLC 0.01% New 92 $23K
BankChampaign, National Association 0.02% Reduce -77.3% 91 $23K
Sankala Group LLC 0.02% New 90 $22K
Curio Wealth, LLC 0.01% No change 89 $22K
Brookwood Investment Group LLC 0.00% New 87 $22K
Leo H. Evart, Inc. 0.02% — 84 $21K
Investment Research & Advisory Group, Inc. 0.01% New 83 $20K
Prudent Man Investment Management, Inc. 0.01% No change 83 $20K
Ascentis Wealth Management, LLC 0.00% Reduce -15.8% 80 $20K
GS Investments, Inc. 0.01% No change 75 $19K
SIMA Wealth Partners, LLC 0.01% Reduce -1.4% 73 $18K
SRH Advisors, LLC 0.01% No change 70 $17K
Networth Advisors, LLC 0.01% Reduce -8.1% 68 $17K
Centerpoint Advisors, LLC 0.01% Reduce -14.9% 63 $16K
Tidemark, LLC 0.00% New 63 $16K
Key Capital Management, INC 0.01% Reduce -20.5% 62 $15K
Portus Wealth Advisors, LLC 0.01% New 61 $15K
Barnes Dennig Private Wealth Management LLC 0.01% No change 61 $15K
Bellevue Asset Management, LLC 0.01% No change 60 $15K
Provident Wealth Management, LLC 0.00% No change 57 $14K
Pioneer Family Office, LLC 0.01% Reduce -92.0% 55 $14K
Bruce G. Allen Investments, LLC 0.01% New 51 $13K
Anfield Capital Management, LLC 0.00% No change 51 $13K
WFA of San Diego, LLC 0.01% No change 50 $12K
Wagner Wealth Management, LLC 0.00% Add +28.9% 49 $12K
Family Manage LLC 0.00% No change 49 $12K
Ulland Investment Advisors, LLC 0.01% No change 50 $12K
Manning & Napier Advisors LLC 0.00% New 49 $12K
JPL Wealth Management, LLC 0.00% New 46 $11K
Bullock Wealth Management Group 0.01% No change 45 $11K
Decker Retirement Planning Inc. 0.01% Add +1000.0% 44 $11K
Robinswood Financial LLC 0.00% Reduce -92.2% 42 $11K
Granville Capital, Inc. 0.01% No change 42 $10K
Strengthening Families & Communities, LLC 0.00% New 40 $10K
Chung Wu Investment Group, LLC 0.01% No change 40 $10K
Cardinal Strategic Wealth Guidance 0.00% No change 40 $10K
Pinney & Scofield, Inc. 0.01% No change 38 $9K
Intentional Wealth Strategies, LLC 0.01% — 37 $9K
Elevate Wealth Advisory, Inc. 0.01% No change 37 $9K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -67.7% 33 $9K
Graney & King, LLC 0.00% No change 34 $8K
Merkkuri Wealth Advisors LLC 0.01% New 30 $8K
TFC Financial Management, Inc. 0.00% No change 30 $7K
Sawyer & Company, Inc 0.00% No change 30 $7K
Delta Asset Management LLC 0.00% No change 30 $7K
Financial Freedom, LLC 0.00% No change 29 $7K
Signature Resources Capital Management, LLC 0.00% Reduce -27.5% 29 $7K
Chelsea Counsel Co. 0.00% No change 29 $7K
West Branch Capital LLC 0.00% No change 28 $7K
Truvestments Capital LLC 0.00% No change 28 $7K
Hamrick Investment Counsel, llc 0.00% New 25 $6K
Valued Wealth Advisors LLC 0.00% No change 22 $5K
Cheviot Value Management, LLC 0.00% No change 22 $5K
Wiser Advisor Group LLC 0.01% No change 20 $5K
New England Capital Financial Advisors LLC 0.00% No change 20 $5K
Fairscale Capital, LLC 0.00% No change 19 $5K
Insight Inv LLC 0.00% Reduce -82.4% 19 $5K
Accent Capital Management, LLC 0.00% New 18 $4K
Wilkerson Advisory Group LLC 0.00% No change 16 $4K
Strive Financial Group ,LLC 0.00% No change 16 $4K
MH & Associates Securities Management Corp. 0.00% No change 16 $4K
Kilter Group LLC 0.00% No change 15 $4K
MBM Wealth Consultants, LLC 0.00% New 12 $3K
Solstein Capital, LLC 0.00% No change 11 $3K
Western Pacific Wealth Management, LP 0.00% No change 10 $3K
LM Advisors LLC 0.01% Reduce -55.9% 623 $3K
Game Plan Financial Advisors, LLC 0.00% Reduce -79.6% 10 $2K
Cornerstone Planning Group LLC 0.00% Reduce -50.0% 8 $2K
Coston, McIsaac & Partners 0.00% No change 9 $2K
Proathlete Wealth Management LLC 0.00% No change 8 $2K
CrossGen Wealth, LLC 0.00% No change 8 $2K
Financial Consulate, Inc. 0.00% No change 8 $2K
Kentucky Trust Co 0.00% No change 6 $1K
Transamerica Financial Advisors, LLC 0.00% No change 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% Add +150.0% 5 $1K
Spurstone Advisory Services, LLC 0.01% No change 3 $744

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