iShares Russell 2000 ETFIWMETF

13F holders, Q2 2026 (June 30)
2,738holders +150
252new positions
92sold out
10famous investors
$299.79avg. 13F price*

At the end of Q2 2026, 2,738 institutions reported holding iShares Russell 2000 ETF (IWM) in their 13F filings, up 150 from Q1 2026. 252 opened new positions and 92 sold out. The largest holders were Bank of America Corp. ($10.7B), Morgan Stanley ($5.6B) and Goldman Sachs Group Inc. ($5.4B). 10 famous investors held it, including Paul Tudor Jones (1.4% of Tudor Investment Corporation'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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions252$937.5M
Exits92$739.3M

All 13F filers, Q1 2026 → Q2 2026: 20,033,474 shares bought and 46,794,836 shares sold, net −26,761,362 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,738 holders

Bank of America Corp. 0.69% Reduce -14.5% 35,580,461 $10.7B
Morgan Stanley 0.30% Reduce -37.2% 18,693,662 $5.6B
Goldman Sachs Group Inc. 0.56% Reduce -6.9% 17,901,802 $5.4B
Wells Fargo & Company 0.62% Add +23.4% 11,796,516 $3.5B
BlackRock, Inc. 0.05% Add +0.3% 10,533,415 $3.2B
Empower Advisory Group, LLC 5.68% Reduce -7.7% 7,928,734 $2.4B
BNP Paribas Financial Markets 1.12% Add +14.7% 7,071,360 $2.1B
Treasurer of the State of North Carolina 4.59% Add +0.3% 5,928,226 $1.8B
Healthcare of Ontario Pension Plan Trust Fund 2.43% Add +20.2% 5,627,000 $1.7B
Royal Bank of Canada 0.26% Reduce -16.8% 5,185,113 $1.6B
UBS Group AG 0.24% Reduce -23.9% 5,127,567 $1.5B
Susquehanna International Group, LLP 1.33% Add +14.1% 4,974,054 $1.5B
Bank of Montreal 0.49% Add +26.8% 4,406,597 $1.3B
HRT Financial LP 2.40% Add +11.3% 4,368,378 $1.3B
Barclays PLC 0.40% Reduce -10.2% 4,198,783 $1.3B
Northern Trust Corp. 0.15% Add +0.1% 4,154,041 $1.2B
Citigroup Inc. 0.58% Reduce -51.5% 4,112,214 $1.2B
LPL Financial LLC 0.25% Reduce -0.1% 3,732,504 $1.1B
Rafferty Asset Management, LLC 2.33% Reduce -6.7% 3,410,936 $1.0B
JPMorgan Chase & Co. 0.06% Reduce -45.3% 3,368,229 $1.0B
PNC Financial Services Group, Inc. 0.50% Add +4.5% 3,330,976 $1.0B
Wellington Management Group LLP 0.16% Add +181.5% 3,068,234 $921.9M
Canada Pension Plan Investment Board 0.46% No change 2,781,000 $835.6M
FMR LLC 0.03% Reduce -10.9% 2,612,800 $785.0M
Jane Street Group, LLC 0.44% Reduce -23.6% 2,278,718 $684.6M
M&T Bank Corp 1.93% Reduce -0.6% 2,186,976 $657.1M
US Bancorp \de 0.70% Reduce -38.6% 2,129,304 $639.7M
Raymond James Financial Inc. 0.17% Add +2.5% 2,056,250 $617.8M
Bank of New York Mellon Corp 0.09% Reduce -1.6% 1,824,128 $548.1M
Cetera Investment Advisers 0.49% Add +1.0% 1,776,101 $533.6M
Envestnet Asset Management Inc. 0.12% Reduce -7.2% 1,655,359 $497.4M
Millburn Ridgefield LLC 8.48% Reduce -7.0% 1,491,304 $448.1M
Catalyst Capital Advisors LLC 7.44% Reduce -7.0% 1,491,304 $448.1M
Ameriprise Financial Inc. 0.09% Reduce -1.7% 1,451,478 $435.0M
Jefferies Financial Group Inc. 3.59% Add +42.9% 1,263,132 $379.5M
Jones Financial Companies LLLP 0.15% Add +1.7% 1,211,945 $363.5M
Truist Financial Corp. 0.41% Reduce -2.7% 1,150,784 $345.8M
Tudor Investment Corporation 1.42% Add +11875.4% 1,144,729 $343.9M
Pinnacle Financial Partners, Inc. 2.21% Add +1.0% 1,080,574 $324.7M
Fifth Third Bancorp 0.46% Reduce -1.5% 942,299 $283.1M
Ensign Peak Advisors, Inc 0.44% Add +526.0% 892,577 $268.2M
Valiant Capital Management, L.P. 16.15% Reduce -4.9% 863,141 $259.3M
Brown Advisory Inc. 0.40% Reduce -12.4% 860,024 $258.4M
Brown Brothers Harriman & Co. 1.10% Add +72.3% 832,435 $250.1M
Pathstone Holdings, LLC 0.72% Add +5.2% 827,314 $248.6M
AMG National Trust Bank 5.09% Reduce -4.3% 823,139 $247.3M
Mariner, LLC 0.25% Add +18.3% 799,545 $240.2M
Rockefeller Capital Management L.P. 0.36% Add +1.4% 781,614 $234.8M
Keybank National Association 0.77% Reduce -1.6% 775,413 $233.0M
True Freedom Investing, LLC 17.56% Reduce -1.8% 904,461 $224.3M
Mirae Asset Securities (usa) Inc. 9.66% Reduce -28.9% 722,143 $217.0M
CIBC Bancorp USA Inc. 0.27% Add +1.1% 716,347 $214.9M
HighTower Advisors, LLC 0.21% Add +10.9% 712,746 $214.1M
LBMC Investment Advisors, LLC 11.52% Reduce -0.3% 702,868 $211.2M
Blair William & Co. 0.55% Add +11.6% 701,051 $210.6M
Osaic Holdings, Inc. 0.25% Add +16.9% 699,431 $210.3M
Commerce Bank 0.91% Add +0.9% 688,092 $206.7M
Cibc World Market Inc. 0.34% Reduce -51.3% 673,015 $202.2M
Northwestern Mutual Wealth Management Co. 0.10% Reduce -1.2% 632,247 $190.0M
Franklin Resources Inc. 0.04% Reduce -0.5% 626,703 $188.3M
Pinkerton Wealth, LLC 16.00% Add +7281.6% 751,445 $186.4M
Cerity Partners LLC 0.22% Add +10.6% 592,421 $178.0M
Stifel Financial Corp. 0.14% Reduce -10.9% 569,114 $171.0M
Baird Financial Group, Inc. 0.23% Reduce -2.2% 567,640 $170.5M
Creative Planning 0.10% Reduce -1.6% 561,917 $168.8M
SG Americas Securities, LLC 0.10% Add +4.8% 559,438 $168.1M
MAI Capital Management 0.64% Add +9.3% 555,936 $167.0M
Mercer Global Advisors Inc. 0.20% Add +3.5% 537,633 $161.5M
Simplex Trading, LLC 4.21% Add +3207.7% 536,810 $161.3M
Corient Private Wealth LP 0.22% Add +4.8% 524,135 $157.5M
Toronto Dominion Bank 0.26% Add +363.2% 521,038 $157.3M
Focus Partners Wealth 0.15% Reduce -14.6% 499,146 $150.0M
Glenmede Trust Co. NA 0.65% Add +2.8% 488,604 $146.8M
Millennium Management 0.10% Reduce -27.8% 486,880 $146.3M
Commonwealth Equity Services, LLC 0.18% Add +1.1% 481,661 $144.7M
Sand Hill Global Advisors, LLC 4.36% Reduce -14.6% 481,468 $144.7M
Broadwood Capital Inc. 7.46% No change 474,920 $142.7M
Alliancebernstein L.P. 0.04% Add +0.4% 546,932 $135.6M
Tiaa-Cref Individual & Institutional Services, LLC 0.47% Reduce -3.0% 450,354 $135.3M
Jump Financial, LLC 1.30% Reduce -71.6% 440,421 $132.3M
Cresset Asset Management, LLC 0.47% Add +1.2% 432,154 $129.8M
Stairway Partners, LLC 5.83% Reduce -2.8% 411,691 $123.7M
State of New Jersey Common Pension Fund D 0.41% No change 402,418 $120.9M
Janney Montgomery Scott LLC 0.23% Add +1.6% 387,050 $116.3M
HSBC Holdings PLC 0.05% Add +29.4% 377,742 $113.4M
Citadel Advisors 0.07% Reduce -41.5% 375,066 $112.7M
Citizens Financial Group Inc. 1.36% Reduce -0.9% 374,893 $112.6M
Cambridge Investment Research Advisors, Inc. 0.25% Reduce -11.6% 366,914 $110.2M
Accredited Investors Inc. 4.75% Add +3.0% 365,770 $109.9M
Old Mission Capital LLC 2.67% New 348,840 $104.8M
Nomura Asset Management International Inc. 0.15% Add +17603.5% 339,731 $102.1M
Captrust Financial Advisors 0.16% Add +1.1% 338,229 $101.6M
National Philanthropic Trust 1.45% Add +2.2% 333,772 $100.3M
WASHINGTON TRUST Co 2.86% Reduce -1.6% 306,791 $92.2M
Johnson Investment Counsel Inc. 0.67% Reduce -2.3% 303,252 $91.1M
Waverly Advisors, LLC 0.53% Reduce -5.6% 302,033 $90.7M
Deutsche Bank AG 0.03% Reduce -7.0% 299,385 $90.0M
Whittier Trust Co. 0.88% Add +10.1% 298,623 $89.3M
Alphadyne Asset Management LP 4.00% New 294,461 $88.5M
Angeles Investment Advisors, LLC 5.05% Add +461.6% 280,081 $84.2M
Regions Financial Corp. 0.50% Reduce -1.6% 279,006 $83.8M
Arvest Bank Trust Division 3.94% Reduce -1.9% 269,433 $81.0M
Ferguson Wellman Capital Management, Inc. 0.98% Reduce -1.1% 267,097 $80.2M
Brookstone Capital Management 0.80% Add +4.6% 266,352 $80.0M
All Terrain Financial Advisors, LLC 16.77% Add +99.4% 265,529 $79.8M
AQR Capital Management 0.03% Add +16.0% 253,000 $76.0M
Parkside Investments, LLC 8.30% Reduce -2.2% 249,369 $74.9M
GLOBALT Investments LLC / GA 2.47% Reduce -2.1% 243,530 $73.2M
First Financial Bank - Trust Division 5.21% Reduce -7.5% 242,975 $73.0M
Woodline Partners LP 0.22% New 240,000 $72.1M
Moneta Group Investment Advisors LLC 0.53% Add +0.5% 238,291 $71.6M
Lido Advisors, LLC 0.26% Reduce -0.3% 235,920 $70.9M
Blueshift Asset Management, LLC 16.32% Add +100.5% 234,592 $70.5M
First Western Trust Bank 3.43% Reduce -1.4% 234,431 $70.4M
MML Investors Services, LLC 0.14% Add +17.6% 227,304 $68.3M
Kestra Advisory Services, LLC 0.22% Add +0.8% 226,671 $68.1M
Summit Trail Advisors, LLC 0.84% Reduce -12.1% 221,433 $66.5M
German American Bancorp, Inc. 4.94% Add +0.2% 218,586 $65.7M
Clearbridge Investments, LLC 0.05% Reduce -31.6% 213,615 $64.2M
USA Financial Formulas 11.35% — 206,442 $62.0M
Private Advisor Group, LLC 0.28% Reduce -12.0% 203,897 $61.3M
Stock Yards Bank & Trust Co. 1.74% Add +1.8% 202,126 $60.7M
TCTC Holdings, LLC 1.57% Add +0.0% 198,956 $59.8M
UMB Bank, n.a. 0.75% Add +2.9% 197,237 $59.3M
NorthRock Partners, LLC 0.83% Reduce -0.0% 191,265 $57.5M
Savant Capital, LLC 0.17% Add +5.1% 190,233 $57.2M
Concurrent Investment Advisors, LLC 0.49% Add +68.7% 190,102 $57.1M
Anderson Hoagland & Co. 4.45% Reduce -0.1% 189,028 $56.8M
Peapack Gladstone Financial Corp. 0.63% Reduce -0.7% 182,330 $54.8M
CSM Advisors, LLC 1.16% Add +5538.2% 180,421 $54.2M
Stratos Wealth Partners, LTD. 0.54% Add +22.0% 178,487 $53.6M
Neuberger Berman Group LLC 0.04% Reduce -0.7% 177,309 $53.3M
Greenwood Gearhart LLC 2.47% Add +2.4% 176,816 $53.1M
Cinctive Capital Management LP 2.10% New 175,100 $52.6M
Oppenheimer Asset Management Inc. 0.54% Add +30.3% 171,712 $51.6M
Natixis Advisors, LLC 0.06% Add +0.6% 164,565 $49.4M
Banco BTG Pactual S.A. 6.40% Add +14.3% 160,000 $48.1M
Prudential Financial Inc. 0.05% Reduce -1.3% 158,258 $47.5M
Summit Financial, LLC 0.52% Add +6.1% 157,452 $47.3M
Modera Wealth Management, LLC 0.50% Reduce -2.2% 155,554 $46.7M
Consolidated Investment Group LLC 4.05% No change 155,138 $46.6M
Sanctuary Advisors, LLC 0.21% Reduce -1.1% 152,529 $45.8M
Wealth Enhancement Advisory Services, LLC 0.08% Add +6.6% 158,220 $45.6M
First Foundation Advisors 1.63% Add +18.0% 151,117 $45.4M
Stephens Inc. 0.50% Add +22.9% 148,311 $44.6M
IHT Wealth Management, LLC 0.94% Reduce -20.7% 147,840 $44.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +21.7% 143,441 $43.1M
Venturi Wealth Management, LLC 1.67% Add +2.2% 143,433 $43.1M
Robinhood Asset Management, LLC 2.30% Add +14.9% 142,822 $42.9M
Equitable Holdings, Inc. 0.25% Reduce -11.4% 141,621 $42.6M
AIA Group Ltd 0.52% Reduce -92.6% 137,954 $41.4M
Dakota Wealth Management 0.79% Reduce -6.9% 137,949 $41.4M
Credit Agricole S A 0.11% New 137,939 $41.4M
Factory Mutual Insurance Co. 0.39% No change 137,580 $41.3M
Paulson Wealth Management Inc. 8.76% Reduce -7.3% 137,497 $41.3M
Itau Unibanco Holding S.A. 0.81% New 137,424 $41.3M
Pittenger & Anderson Inc. 1.47% Reduce -1.5% 137,134 $41.2M
Titleist Asset Management, LLC 2.78% Reduce -0.1% 137,118 $41.2M
Kayne Anderson Rudnick Investment Management LLC 0.13% Reduce -62.7% 134,826 $40.5M
Beacon Pointe Advisors, LLC 0.19% Reduce -19.4% 132,878 $39.9M
Choreo, LLC 0.43% Add +2.5% 173,234 $39.3M
EMC Capital Management 15.30% — 128,970 $38.7M
Bank of Nova Scotia 0.06% Add +529.3% 123,810 $37.2M
Metropolitan Life Insurance Co 10.20% No change 121,345 $36.5M
Waters Parkerson & Co., LLC 1.79% Add +5.6% 120,637 $36.2M
OFS Enterprise LLC 9.21% Add +0.8% 120,029 $36.1M
Banco Bilbao Vizcaya Argentaria, S.A. 0.22% Add +41.1% 120,026 $36.0M
Blackstone Inc. 0.11% Reduce -79.7% 115,469 $34.7M
First Commonwealth Financial Corp 4.84% Reduce -0.3% 115,199 $34.6M
Badgley Phelps Wealth Managers, LLC 0.60% Reduce -14.3% 114,350 $34.4M
Edge Wealth Management LLC 5.78% Add +0.0% 114,212 $34.3M
National Bank of Canada 0.03% Add +35.7% 112,768 $33.9M
D.A. Davidson & Co. 0.19% Reduce -4.5% 112,304 $33.7M
Steward Partners Investment Advisory, LLC 0.17% Add +42.0% 111,126 $33.4M
Tower Research Capital LLC (TRC) 0.80% Add +1915.3% 109,126 $32.8M
NewEdge Advisors, LLC 0.10% Add +3.5% 109,040 $32.8M
Wealthspire Advisors, LLC 0.18% Add +11.0% 106,982 $32.1M
First Horizon Corp. 1.22% Add +1.6% 105,422 $31.7M
GTS Securities LLC 0.66% Add +74.0% 104,815 $31.5M
Friends of the Cornell Lab of Ornithology, Inc. 25.38% Add +3.5% 104,532 $31.4M
NTV Asset Management LLC 3.04% Reduce -0.4% 103,227 $31.0M
Allspring Global Investments Holdings, LLC 0.05% Reduce -60.1% 103,601 $31.0M
Impactive Capital LP 2.21% Reduce -59.1% 103,183 $31.0M
Walleye Capital LLC 0.16% Reduce -46.4% 102,873 $30.9M
Analyst IMS Investment Management Services Ltd. 0.72% No change 102,705 $30.9M
&partners 0.13% Reduce -9.4% 102,163 $30.6M
Valeo Financial Advisors, LLC 0.64% Reduce -2.6% 100,339 $30.1M
Hengehold Capital Management LLC 2.34% Add +2.7% 100,279 $30.1M
Wilmington Savings Fund Society, FSB 0.67% Add +0.1% 99,751 $30.0M
Balyasny Asset Management L.P. 0.06% New 99,639 $29.9M
Bessemer Group Inc. 0.04% Reduce -58.6% 98,839 $29.7M
Clearstead Advisors, LLC 0.28% Reduce -18.2% 98,825 $29.7M
Busey Bank 0.71% Reduce -1.0% 97,160 $29.2M
Nomura Asset Management Co. Ltd. 0.06% Reduce -23.8% 97,090 $29.2M
Advisory Services Network, LLC 0.33% Add +56.0% 96,987 $29.1M
1ST Source Bank 1.32% Add +3.9% 96,777 $29.1M
SteelPeak Wealth, LLC 0.76% Reduce -2.1% 96,759 $29.1M
Beirne Wealth Consulting Services, LLC 5.77% Add +988.6% 96,580 $29.0M
Jain Global LLC 0.37% Reduce -81.0% 96,447 $29.0M
Jacobi Capital Management LLC 1.41% Add +9.4% 95,958 $28.8M
BIP Wealth, LLC 0.82% Add +12.4% 95,927 $28.8M
Gimbal Financial 18.29% — 95,751 $28.8M
Mesirow Financial Investment Management, Inc. 0.45% Reduce -0.1% 95,143 $28.6M
Horizon Wealth Management, LLC 3.64% Add +3.0% 94,986 $28.5M
Mirabella Financial Services LLP 3.03% New 94,900 $28.5M
Akuna Securities LLC 30.38% New 92,671 $27.8M
Farther Finance Advisors, LLC 0.22% Reduce -1.6% 92,382 $27.8M
Mangrove Partners Im, LLC 1.82% New 92,192 $27.7M
J.W. Cole Advisors, Inc. 0.47% New 91,810 $27.6M
Whittier Trust Co. of Nevada Inc. 0.51% Reduce -24.3% 92,767 $27.5M
Fluent Financial, LLC 9.77% Add +68.3% 91,126 $27.4M
Finley Financial, LLC 10.47% Reduce -1.9% 86,577 $26.0M
Brighton Jones LLC 0.48% Add +2.0% 86,283 $25.9M
Tarbox Family Office, Inc. 3.69% Reduce -1.6% 85,850 $25.8M
MetLife Investment Management, LLC 0.12% Reduce -39.2% 84,959 $25.5M
Calamos Advisors LLC 0.13% Reduce -4.9% 84,565 $25.4M
Hillcrest Wealth Advisors - NY, LLC 8.93% Reduce -0.1% 83,009 $24.9M
TD Private Client Wealth LLC 0.46% Reduce -14.7% 82,735 $24.9M
Halbert Hargrove Global Advisors, LLC 1.07% Reduce -4.5% 81,697 $24.5M
Glenview Trust Co 0.34% Add +0.0% 81,483 $24.5M
TRUE Private Wealth Advisors 2.11% Add +16.6% 81,229 $24.4M
United Capital Financial Advisors, LLC 0.13% Add +2.3% 81,209 $24.4M
Brewster Financial Planning LLC 13.33% Reduce -1.0% 80,832 $24.3M
River Wealth Advisors LLC 2.54% Reduce -2.8% 80,655 $24.2M
BTC Capital Management, Inc. 1.46% Add +2.6% 79,974 $24.1M
Potomac Fund Management Inc. 0.60% New 79,800 $24.0M
Quantinno Capital Management LP 0.03% Add +16.8% 79,062 $23.8M
EP Wealth Advisors, LLC 0.09% Add +3.9% 77,521 $23.3M
Ausdal Financial Partners, Inc. 0.90% Add +1.5% 76,688 $23.0M
Squarepoint Ops LLC 0.04% New 76,126 $22.9M
Walleye Trading LLC 0.31% Reduce -87.2% 75,249 $22.6M
WS Management LLLP 2.65% No change 75,000 $22.5M
Guardian Wealth Advisors, LLC 11.25% Reduce -1.7% 74,847 $22.5M
Amarillo National Bank 3.58% Reduce -1.9% 74,408 $22.4M
Volterra Technologies LP 14.27% Add +1382.5% 73,871 $22.2M
Connors Investor Services Inc. 1.90% Add +19.5% 72,910 $21.9M
Great Waters Wealth Management 2.03% Reduce -6.3% 72,850 $21.9M
Dimension Capital Management LLC 2.56% Add +0.2% 72,734 $21.9M
Anb Bank 8.14% Reduce -4.1% 72,632 $21.8M
Ayalon Insurance Comp Ltd. 2.67% Add +447.4% 72,420 $21.8M
Farmers & Merchants Investments Inc. 0.53% Add +0.2% 72,308 $21.7M
Baron Financial Group, LLC 10.31% Reduce -1.8% 71,916 $21.6M
LCM Capital Management Inc 9.35% Add +1.3% 71,109 $21.4M
Diversified Trust Co. 0.34% Reduce -1.6% 70,791 $21.3M
Kanawha Capital Management LLC 1.38% Reduce -1.2% 70,704 $21.2M
Salomon & Ludwin, LLC 1.75% Reduce -1.0% 70,681 $21.2M
Kaydan Wealth Management, Inc. 6.45% Add +314.9% 70,426 $21.2M
Old National Bancorp 0.42% Reduce -38.4% 70,355 $21.1M
Pinnacle Associates Ltd. 0.23% Reduce -1.5% 69,970 $21.0M
Modern Wealth Management, LLC 0.25% Reduce -66.2% 69,447 $20.9M
Crewe Advisors LLC 1.51% Reduce -2.7% 69,179 $20.8M
Capstone Investment Advisors, LLC 0.19% New 68,994 $20.7M
Independent Financial Group, LLC 0.39% Reduce -18.3% 68,910 $20.7M
Coastline Trust Co 1.83% Reduce -3.3% 68,641 $20.6M
Verdence Capital Advisors LLC 1.07% Reduce -3.0% 67,964 $20.4M
Financial Solutions Advisory Group, Inc. 2.52% Reduce -2.1% 66,996 $19.9M
Patton Fund Management, Inc. 4.27% Reduce -5.0% 65,767 $19.8M
Smith, Moore & Co. 1.27% Reduce -2.4% 64,986 $19.5M
Fidelis Capital Partners, LLC 1.12% Add +3.0% 64,688 $19.4M
New Perspectives, Inc 5.96% Add +3.3% 64,653 $19.4M
Stratos Wealth Advisors, LLC 1.06% Reduce -0.8% 63,968 $19.2M
Capula Management Ltd 0.08% Reduce -30.3% 63,619 $19.1M
Graham Capital Management, L.P. 0.72% Reduce -34.9% 62,000 $18.6M
Aspect Partners, LLC 6.93% Add +373.3% 61,812 $18.6M
D. E. Shaw & Co. 0.01% Reduce -94.5% 61,251 $18.4M
Arax Advisory Partners 0.12% Add +86.3% 61,143 $18.4M
Integrated Advisors Network LLC 0.84% Reduce -8.7% 61,120 $18.4M
Eastern Bank 0.28% Reduce -31.8% 60,798 $18.3M
Gainplan LLC 7.18% New 60,697 $18.2M
Kiker Wealth Management, LLC 7.11% Reduce -3.6% 60,644 $18.2M
Portland Global Advisors LLC 1.73% Add +0.8% 60,455 $18.2M
Idaho Trust Co 5.28% Add +4.4% 60,120 $18.1M
Enclave Advisors LLC 2.34% Reduce -7.7% 59,700 $17.9M
Wesbanco Bank Inc. 0.44% Reduce -7.4% 58,779 $17.7M
Simmons Bank 1.01% Add +1.6% 58,758 $17.7M
49 Wealth Management, LLC 3.35% Add +3652.7% 58,505 $17.6M
Alongside, LLC 3.35% — 58,505 $17.6M
Callan Family Office, LLC 0.34% Add +0.1% 58,487 $17.6M
Kestra Private Wealth Services, LLC 0.19% Reduce -1.6% 58,007 $17.4M
Merit Financial Group, LLC 0.11% Reduce -17.9% 58,006 $17.4M
Pinnacle Wealth Management Advisory Group, LLC 1.03% Reduce -2.3% 57,745 $17.3M
Canada Post Corp Registered Pension Plan 0.60% No change 57,711 $17.3M
Westshore Wealth, LLC 5.37% Reduce -0.4% 57,571 $17.3M
RTD Financial Advisors, Inc. 1.88% Reduce -3.5% 57,392 $17.2M
Robertson Stephens Wealth Management, LLC 0.42% Add +0.2% 56,812 $17.1M
Ieq Capital, LLC 0.08% Reduce -2.4% 56,534 $17.0M
Bank Julius Baer & Co. Ltd, Zurich 0.04% Add +123.7% 56,513 $17.0M
Allworth Financial LP 0.07% Reduce -2.6% 55,752 $16.8M
Jasper Ridge Partners, L.P. 0.36% Reduce -5.8% 55,688 $16.7M
Global Retirement Partners, LLC 0.26% — 55,579 $16.7M
Silvercrest Asset Management Group LLC 0.11% Add +2.5% 55,551 $16.7M
Hilltop Holdings Inc. 1.35% Reduce -5.8% 55,317 $16.6M
Sigma Investment Counselors Inc. 0.81% Reduce -6.4% 55,246 $16.6M
HB Wealth Management, LLC 0.09% Add +13.8% 54,929 $16.5M
Aspiriant, LLC 0.41% Reduce -1.5% 54,901 $16.5M
Annis Gardner Whiting Capital Advisors, LLC 2.47% No change 54,807 $16.5M
XTX Topco Ltd 0.21% New 54,721 $16.4M
Park Avenue Securities LLC 0.10% Add +4.7% 54,474 $16.4M
Diversify Advisory Services, LLC 0.27% New 55,597 $16.3M
Diversify Wealth Management, LLC 0.27% Reduce -47.7% 55,597 $16.3M
O'shaughnessy Asset Management, LLC 0.08% Add +8.3% 53,943 $16.2M
Bokf, NA 0.22% Reduce -2.8% 53,077 $15.9M
Prospera Financial Services Inc 0.23% Reduce -5.9% 52,817 $15.9M
Legacy Wealth Management, LLC 0.83% Reduce -1.3% 52,705 $15.8M
Atria Investments, Inc 0.16% Add +1382.3% 52,620 $15.8M
Hancock Whitney Corp. 0.26% Add +9.1% 51,634 $15.5M
Lodestar Private Asset Management LLC 1.34% Reduce -2.5% 51,447 $15.5M
SilverOak Wealth Management LLC 1.99% Reduce -1.1% 51,307 $15.4M
Courier Capital LLC 0.77% Reduce -0.3% 51,176 $15.4M
HighMark Wealth Management LLC 5.13% Reduce -6.6% 51,019 $15.3M
GW&K Investment Management, LLC 0.12% Reduce -52.8% 50,863 $15.3M
Humankind Investments LLC 7.31% No change 50,860 $15.3M
Flow Traders U.S. LLC 0.63% New 50,758 $15.3M
Arkadios Wealth Advisors 0.23% Add +84.4% 50,684 $15.2M
Latigo Investments, LLC 6.76% No change 50,522 $15.2M
Integrated Wealth Concepts LLC 0.10% Reduce -29.6% 50,226 $15.1M
Symphony Financial, Ltd. Co. 1.65% Add +9.0% 50,384 $15.1M
Sageworth Trust Co 0.59% No change 50,082 $15.0M
Blue Bell Private Wealth Management, LLC 1.87% Add +0.5% 50,040 $15.0M
University of Illinois Foundation 2.68% New 49,970 $15.0M
Strategic Wealth Partners, Ltd. 0.93% Reduce -0.6% 49,868 $15.0M
VestGen Advisors, LLC 0.43% Reduce -0.6% 48,975 $14.7M
Red Cedar Investment Management, LLC 1.39% Add +0.2% 48,738 $14.6M
Bradley Foster & Sargent Inc. 0.21% Add +2.5% 48,473 $14.6M
Argent Trust Co 0.42% Add +14.3% 48,381 $14.5M
Basso Capital Management, L.P. 3.54% Add +17.9% 47,770 $14.4M
William Howard & Co Financial Advisors Inc 11.12% Reduce -1.0% 47,589 $14.3M
Sequoia Financial Advisors, LLC 0.07% Add +0.2% 47,496 $14.3M
DT Investment Partners, LLC 1.06% Add +7.4% 47,369 $14.2M
Flputnam Investment Management Co. 0.17% Add +10.4% 46,775 $14.0M
Dynamic Advisor Solutions LLC 0.40% Reduce -3.2% 46,539 $14.0M
Consolidated Capital Management, LLC 3.67% Add +1.0% 45,735 $13.7M
Strategic Equity Management 4.61% Add +5.9% 45,717 $13.7M
Nepc LLC 0.26% Reduce -10.5% 45,557 $13.7M
First National Trust Co 0.46% Add +0.6% 45,488 $13.7M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +2420.4% 45,115 $13.6M
Arbor Investment Advisors, LLC 1.52% Reduce -0.5% 44,714 $13.4M
Corsicana & Co. 6.49% Reduce -6.1% 44,565 $13.4M
First Heartland Consultants, Inc. 0.87% Add +118.6% 44,558 $13.4M
Harvest Investment Advisors, LLC 6.62% Add +0.1% 44,377 $13.3M
Gray Private Wealth, LLC 5.75% Add +5.9% 44,256 $13.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.29% Reduce -0.1% 44,146 $13.3M
Manufacturers Life Insurance Company, The 0.01% New 44,068 $13.2M
McLean Asset Management Corp 1.73% Reduce -3.4% 45,058 $13.1M
SCS Capital Management LLC 0.12% Add +1.4% 43,628 $13.1M
Cornerstone Wealth Management, LLC 0.56% Reduce -11.0% 43,060 $12.9M
XML Financial, LLC 0.94% Reduce -0.2% 43,054 $12.9M
Smithfield Trust Co 0.51% Reduce -2.6% 42,819 $12.9M
Optiver Holding B.V. 0.18% Add +1324.5% 42,748 $12.8M
Clear Creek Financial Management, LLC 0.83% Reduce -35.0% 42,739 $12.8M
Vanguard National Trust Co 0.70% Add +1.1% 42,604 $12.8M
Alpine Bank Wealth Management 1.64% Reduce -1.2% 42,603 $12.8M
Tiaa Trust, National Association 0.76% Reduce -4.8% 42,557 $12.8M
Engine Capital Management, LP 1.24% No change 42,444 $12.8M
Gotham Asset Management 0.03% Add +1.3% 42,430 $12.7M
Compound Planning, Inc. 0.33% Reduce -0.6% 42,212 $12.7M
PCM Encore, LLC 2.20% Add +17.5% 41,698 $12.5M
Silver Oak Securities, Incorporated 0.76% Add +5155.1% 41,620 $12.5M
Conning Inc. 0.39% No change 41,524 $12.5M
Meitav Investment House Ltd. 0.08% New 41,446 $12.5M
Capital Group Private Client Services, Inc. 0.18% Add +3.0% 41,427 $12.4M
Nilsine Partners, LLC 0.86% Add +13.5% 41,274 $12.4M
Aspen Investment Management Inc 3.33% Add +6.8% 41,217 $12.4M
Foundations Investment Advisors, LLC 0.13% Add +2.8% 40,800 $12.3M
Federation des caisses Desjardins du Quebec 0.04% Add +154.7% 40,566 $12.2M
Perigon Wealth Management, LLC 0.19% Add +2.2% 40,338 $12.1M
Foster Group, Inc. 0.32% Reduce -2.0% 40,267 $12.1M
Fulton Breakefield Broenniman LLC 0.71% Reduce -0.8% 39,926 $12.0M
Diversified Portfolios, Inc. 0.87% Reduce -0.6% 39,890 $12.0M
Ground Swell Capital, LLC 13.11% New 39,841 $12.0M
Laird Norton Wetherby Trust Company, LLC 0.23% Reduce -0.6% 39,764 $11.9M
Evergreen Capital Management LLC 0.21% Add +3.3% 39,672 $11.9M
James Investment Research, Inc. 1.21% Add +5.0% 39,500 $11.9M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -4.6% 39,490 $11.9M
Elevation Point Wealth Partners, LLC 0.22% New 40,030 $11.8M
Royal Fund Management, LLC 0.98% New 39,133 $11.8M
Voya Investment Management LLC 0.01% Add +15.4% 39,125 $11.8M
Citizens Business Bank 1.77% Reduce -3.1% 39,093 $11.7M
Becker Capital Management Inc. 0.32% Reduce -0.2% 38,997 $11.7M
Associated Banc-Corp 0.28% Reduce -1.3% 38,876 $11.7M
Evercore Wealth Management, LLC 0.16% Reduce -0.4% 38,790 $11.7M
Verition Fund Management LLC 0.09% Add +286.9% 38,689 $11.6M
Banco Santander, S.A. 0.07% Reduce -23.0% 38,686 $11.6M
Surience Private Wealth LLC 10.19% Add +85.6% 38,557 $11.6M
Niles Investment Management, LLC 9.37% New 38,523 $11.6M
Culbertson A N & Co. Inc. 1.34% Add +2.5% 38,312 $11.5M
Vavra Capital Management, LLC 10.07% Reduce -1.5% 38,294 $11.5M
Simon Quick Advisors, LLC 0.46% Reduce -6.0% 38,258 $11.5M
Meridian Wealth Partners, LLC 1.39% Add +0.4% 38,156 $11.5M
Howard Capital Management, LLC 0.14% Reduce -2.3% 38,099 $11.4M
Carret Asset Management, LLC 1.00% Add +0.1% 38,043 $11.4M
PKO Investment Management Joint-Stock Co 0.83% No change 38,033 $11.4M
Daymark Wealth Partners, LLC 0.28% Reduce -0.2% 37,547 $11.3M
LJI Wealth Management, LLC 1.57% Reduce -69.5% 37,265 $11.2M
Mandatum Life Insurance Co Ltd 2.06% Add +20.1% 37,116 $11.2M
LPWM LLC 2.46% Reduce -1.7% 36,932 $11.1M
Pine Valley Investments Ltd Liability Co 0.47% Add +11.0% 36,839 $11.1M
Ascent Group, LLC 0.33% Add +10.4% 36,455 $11.0M
MCF Advisors LLC 0.39% Reduce -2.0% 36,410 $10.9M
Asset One Wealth Management LLC 1.15% Add +8.8% 36,961 $10.9M
Redwood Investment Management, LLC 1.08% Add +6.5% 36,231 $10.9M
Rathbones Group PLC 0.04% Add +5.2% 36,058 $10.8M
Bailard, Inc. 0.22% Reduce -3.8% 35,988 $10.8M
Mackenzie Financial Corp. 0.01% Reduce -7.3% 35,985 $10.8M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.01% No change 36,100 $10.8M
Moller Wealth Partners 1.95% Reduce -2.6% 35,903 $10.8M
Country Trust Bank 0.19% Add +1.3% 35,887 $10.8M
Gilbert & Cook, Inc. 1.24% Reduce -2.0% 35,808 $10.8M
Gladstone Institutional Advisory LLC 0.34% Add +4.5% 35,717 $10.7M
Geneos Wealth Management Inc. 0.22% Add +2.9% 35,707 $10.7M
Central Bank & Trust Co. 1.52% Reduce -46.7% 35,612 $10.7M
Chicago Partners Investment Group LLC 0.21% Add +2.2% 36,238 $10.6M
Tompkins Financial Corp. 0.74% Add +18.9% 35,005 $10.5M
Capstone Financial Advisors, Inc. 0.51% Reduce -1.2% 34,638 $10.4M
Private Wealth Asset Management, LLC 0.99% Add +0.1% 34,324 $10.3M
Sowell Financial Services LLC 0.34% Add +3.3% 34,238 $10.3M
Sollinda Capital Management LLC 2.19% Reduce -73.5% 34,135 $10.3M
Barings LLC 0.19% No change 34,127 $10.3M
Ameritas Investment Partners, Inc. 0.27% Reduce -23.6% 34,065 $10.2M
Rossmore Private Capital 0.83% Add +0.8% 34,007 $10.2M
Mutual Advisors, LLC 0.19% Add +13.9% 33,920 $10.2M
NWF Advisory Services Inc. 0.96% Add +2.5% 33,869 $10.2M
Bleakley Financial Group, LLC 0.13% Add +10.5% 33,674 $10.1M
CoreCap Advisors, LLC 0.30% Reduce -57.0% 33,640 $10.1M
Parkside Financial Bank & Trust 0.69% Reduce -10.0% 33,597 $10.1M
Kickstand Ventures, Llc. 1.83% Reduce -3.6% 33,530 $10.1M
Newport Capital Group, LLC 5.63% Reduce -0.2% 33,360 $10.0M
Coldstream Capital Management Inc. 0.13% Reduce -3.1% 33,196 $10.0M
Composition Wealth, LLC 0.12% Add +4.8% 33,196 $10.0M
Raelipskie Partnership 3.77% Reduce -10.2% 33,193 $10.0M
Parisi Gray Wealth Management 2.04% Add +0.1% 33,128 $10.0M
Arete Wealth Advisors, LLC 0.66% Add +11.0% 33,099 $9.9M
Independent Family Office, LLC 3.98% No change 33,011 $9.9M
Palisade Asset Management, LLC 0.91% Reduce -0.1% 32,954 $9.9M
C M Bidwell & Associates Ltd. 4.02% Add +0.4% 32,734 $9.8M
NBT Bank, N.A. 0.65% Reduce -4.4% 32,671 $9.8M
Platt Investment Counsel, LLC 6.57% Add +0.2% 32,625 $9.8M
Centaurus Financial, Inc. 0.38% Reduce -51.1% 32,582 $9.8M
Sierra Capital LLC 0.94% Reduce -3.8% 32,243 $9.7M
Oppenheimer & Co. Inc. 0.10% Reduce -5.3% 32,191 $9.7M
Harbour Investments, Inc. 0.13% Reduce -8.3% 31,763 $9.5M
Spahn Wealth & Retirement LLC 6.09% Add +34.3% 31,480 $9.5M
Ramsay, Stattman, Vela & Price, Inc. 1.68% Reduce -6.5% 31,340 $9.4M
Berkshire Money Management, Inc. 0.85% Add +11.3% 31,009 $9.3M
Klingman & Associates, LLC 0.39% Reduce -1.2% 30,863 $9.3M
DHJJ Financial Advisors, Ltd. 2.67% Reduce -0.1% 30,830 $9.3M
Eagle Strategies LLC 0.91% Reduce -13.7% 30,645 $9.2M
Iowa State Bank 1.54% Add +6.4% 30,636 $9.2M
Unique Wealth, LLC 1.07% Reduce -2.0% 30,580 $9.2M
Scotia Capital Inc. 0.03% Reduce -5.9% 30,570 $9.2M
SimpliFi, Inc. 3.62% Reduce -2.6% 30,492 $9.2M
Bartlett & Co. Wealth Management LLC 0.11% Add +2.6% 30,406 $9.1M
Cornerstone Advisory, LLC 0.76% Add +0.2% 30,306 $9.1M
Great Valley Advisor Group, Inc. 0.14% Reduce -1.6% 29,923 $9.0M
First Citizens Bank & Trust Co. 0.13% Add +5.8% 29,787 $8.9M
California First Leasing Corp. 1.89% No change 29,705 $8.9M
CMG Global Holdings, LLC 3.78% Add +0.2% 29,672 $8.9M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 4.92% Add +40.1% 29,608 $8.9M
Midwest Trust Co 0.10% Reduce -7.2% 29,559 $8.9M
Single Point Partners, LLC 1.56% Reduce -0.7% 29,413 $8.8M
JMG Financial Group, Ltd. 0.21% Reduce -1.7% 29,333 $8.8M
Ananym Capital Management, LP 3.17% Add +279.5% 29,300 $8.8M
Abundance Wealth Counselors 0.57% Add +63.6% 29,094 $8.7M
Kingsview Wealth Management, LLC 0.11% Add +5.1% 28,997 $8.7M
Burling Wealth Partners, LLC 1.27% Add +0.8% 28,855 $8.7M
Ashton Thomas Private Wealth, LLC 0.18% Reduce -1.1% 28,821 $8.7M
Ballentine Partners, LLC 0.11% Reduce -1.5% 28,750 $8.6M
Prime Capital Investment Advisors, LLC 0.08% Add +3.3% 28,711 $8.6M
Dumont & Blake Investment Advisors LLC 1.93% Reduce -1.3% 28,642 $8.6M
DRW Securities, LLC 0.51% Reduce -10.8% 28,638 $8.6M
Cullen/Frost Bankers, Inc. 0.08% Reduce -0.2% 28,598 $8.6M
New England Private Wealth Advisors LLC 0.82% Add +0.0% 29,198 $8.5M
Curi Capital, LLC 0.13% Reduce -2.6% 28,223 $8.5M
Cary Street Partners Financial LLC 0.18% Reduce -1.9% 28,112 $8.4M
Evolution Wealth Advisors, LLC 0.98% Add +16.5% 28,017 $8.4M
Avidian Wealth Enterprises, LLC 0.23% Reduce -4.3% 27,959 $8.4M
Independence Bank of Kentucky 0.94% Add +1.7% 27,712 $8.3M
BayBridge Capital Group, LLC 4.33% Add +13.0% 27,675 $8.3M
Fifth Third Wealth Advisors LLC 0.23% Add +3.7% 27,575 $8.3M
Dorsey & Whitney Trust CO LLC 0.40% Reduce -2.0% 27,539 $8.3M
Caerus Investment Advisors, LLC 2.79% No change 27,493 $8.3M
JFS Wealth Advisors, LLC 0.41% Reduce -0.5% 27,427 $8.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -1.6% 27,318 $8.2M
Riggs Asset Managment Co. Inc. 1.46% New 27,177 $8.2M
Jacksonville Wealth Management, LLC 4.59% Add +4.4% 27,015 $8.1M
CreativeOne Wealth, LLC 0.17% Add +16.9% 26,827 $8.1M
Fiduciary Trust Co 0.09% Add +1.3% 26,738 $8.0M
Beacon Investment Advisory Services, Inc. 0.30% Reduce -2.5% 26,636 $8.0M
Level Four Advisory Services, LLC 0.23% Add +0.2% 26,631 $8.0M
Americana Partners, LLC 0.18% Add +91.6% 26,585 $8.0M
Sharp Wealth Advisory, LLC 3.68% Add +746.0% 26,463 $8.0M
Aristotle Capital Boston, LLC 0.53% Add +23.6% 26,411 $7.9M
Venture Visionary Partners LLC 0.22% Reduce -0.0% 26,388 $7.9M
Cambridge Associates LLC /Ma/ 0.11% No change 26,269 $7.9M
Investors Asset Management of Georgia Inc. /Ga/ 2.74% Add +1.9% 26,244 $7.9M
Man Group plc 0.01% New 26,174 $7.9M
World Investment Advisors 0.13% Reduce -4.8% 31,180 $7.8M
Pine Ridge Advisers LLC 0.48% No change 26,022 $7.8M
Axxcess Wealth Management, LLC 0.12% New 25,964 $7.8M
GreatBanc Trust CO 4.84% No change 25,961 $7.8M
WCG Wealth Advisors LLC 0.18% Add +3.8% 25,869 $7.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.64% Reduce -0.6% 25,846 $7.8M
YHB Investment Advisors, Inc. 0.50% Reduce -1.2% 25,841 $7.8M
Peddock Capital Advisors, LLC 1.55% Reduce -0.0% 25,813 $7.8M
Meridian Wealth Management, LLC 0.24% No change 25,657 $7.7M
Moneywise, Inc. 2.86% Add +12.5% 25,502 $7.7M
Fearless Solutions, LLC dba Best Invest 4.04% Reduce -1.3% 25,486 $7.7M
Spruce Point Capital Management, LLC 14.15% Reduce -9.3% 25,400 $7.6M
Union Savings Bank 3.06% Add +3.3% 25,308 $7.6M
Genesis Financial Group, LLC 4.92% Add +14.5% 25,171 $7.6M
First National Bank of Omaha 0.21% Add +12.6% 25,278 $7.6M
IFP Advisors, Inc 0.14% Reduce -70.8% 25,119 $7.5M
HighPoint Advisor Group LLC 0.27% Reduce -3.9% 25,110 $7.5M
Three Bridge Wealth Advisors, LLC 1.89% Add +4.9% 25,092 $7.5M
Haverford Trust Co 0.06% Add +0.8% 25,034 $7.5M
Torrey-Payne Wealth Management, LLC 6.18% Reduce -0.1% 25,001 $7.5M
Welch & Forbes LLC 0.09% Reduce -3.1% 24,806 $7.5M
MPWM Advisory Solutions, LLC 3.40% Add +5.1% 24,697 $7.4M
Bridges Investment Management Inc. 0.09% Reduce -1.5% 24,631 $7.4M
PFW Advisors LLC 2.15% Reduce -1.0% 24,589 $7.4M
Madrid Financial Services 3.89% Add +4.0% 24,438 $7.3M
Wincap Financial LLC 3.96% Add +3.6% 24,414 $7.3M
Canton Hathaway, LLC 1.41% No change 24,411 $7.3M
Horizon Bancorp Inc. 3.42% Reduce -3.6% 24,290 $7.3M
AE Wealth Management LLC 0.03% Reduce -15.1% 24,254 $7.3M
Williams Jones Wealth Management, LLC. 0.08% Add +0.9% 24,196 $7.3M
Legacy Wealth Partners, LLC 1.63% Add +108.6% 24,130 $7.2M
Aptus Capital Advisors, LLC 0.05% Add +5.2% 24,123 $7.2M
Parallel Advisors, LLC 0.11% Reduce -14.4% 24,103 $7.2M
Nvwm, LLC 1.46% Reduce -2.3% 24,049 $7.2M
Thrivent Financial for Lutherans 0.01% Add +38.7% 24,048 $7.2M
Money Concepts Capital Corp. 0.33% Add +284.4% 23,957 $7.2M
McKinley Carter Wealth Services, Inc. 0.37% Reduce -1.3% 23,903 $7.2M
Clark Financial Services Group Inc. 3.38% Reduce -1.0% 23,826 $7.2M
Camarda Financial Advisors, LLC 2.16% Add +97.3% 23,748 $7.1M
City Holding Co. 0.80% Reduce -6.4% 23,666 $7.1M
Sei Investments Co. 0.01% Reduce -42.8% 23,508 $7.1M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -14.0% 23,505 $7.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.51% Add +7.3% 23,381 $7.0M
Cape Cod Five Cents Savings Bank 0.57% — 23,322 $7.0M
Snowden Capital Advisors LLC 0.16% Reduce -9.6% 23,133 $7.0M
Mount Capital Ltd 2.62% No change 23,100 $6.9M
Summit Wealth Partners, LLC 0.98% Reduce -8.5% 22,997 $6.9M
Rockingstone Advisors LLC 2.74% Add +1.4% 22,716 $6.8M
Macco Financial Group, Inc. 4.41% Reduce -32.4% 22,612 $6.8M
IronBridge Private Wealth, LLC 2.22% Reduce -1.6% 22,493 $6.8M
Summit Wealth & Retirement Planning, Inc. 1.43% Reduce -1.9% 22,489 $6.8M
Trust Co. of Toledo NA 0.56% Reduce -1.1% 22,434 $6.7M
Pinnacle Wealth Management Group, Inc. 3.14% Reduce -0.2% 22,424 $6.7M
Novem Group 0.68% Add +1.5% 22,418 $6.7M
CWA Asset Management Group, LLC 0.21% Reduce -1.3% 22,412 $6.7M
Ryan Investment Management, Inc. 3.04% Add +84.7% 22,356 $6.7M
Meridian Investment Counsel Inc. 1.44% Reduce -0.3% 22,352 $6.7M
Boston Trust Walden Corp 0.05% Reduce -62.9% 22,352 $6.7M
E&G Advisors, LLC 1.29% Add +0.1% 22,319 $6.7M
Prosperity Consulting Group, LLC 0.25% Add +2.5% 22,316 $6.7M
Crescent Grove Advisors, LLC 0.57% Reduce -0.6% 22,227 $6.7M
Amtrust Financial Services, Inc. 1.98% No change 22,200 $6.7M
Cordgrass Capital Advisors, LLC 2.48% Reduce -0.3% 22,192 $6.7M
Fort Washington Investment Advisors Inc. 0.03% Reduce -1.0% 22,159 $6.7M
St. Louis Trust Co 0.76% Reduce -0.1% 31,427 $6.6M
Helios Capital Management Pte. Ltd. 6.46% No change 22,000 $6.6M
Duncker Streett & Co. Inc. 1.12% Add +5.1% 21,986 $6.6M
NewEdge Wealth, LLC 0.07% Reduce -0.7% 21,957 $6.6M
St. Johns Investment Management Company, LLC 2.49% Reduce -2.1% 21,877 $6.6M
Arcadia Investment Advisors LLC 2.74% Reduce -0.1% 21,596 $6.5M
Fifth Third Securities, Inc. 0.37% Reduce -1.2% 21,583 $6.5M
Stordahl Capital Management, Inc. 1.18% Reduce -1.9% 21,530 $6.5M
Capitol Family Office, Inc. 6.81% Add +50.6% 21,447 $6.4M
Ackerman Asset Management, LLC 3.87% Add +3.5% 21,446 $6.4M
JCIC Asset Management Inc. 1.97% No change 25,890 $6.4M
Lifestyle Asset Management, Inc. 1.73% Add +31.8% 21,366 $6.4M
Belpointe Asset Management LLC 0.21% Reduce -24.2% 21,364 $6.4M
Pinnacle Wealth Planning Services, Inc. 0.61% Add +28.1% 21,319 $6.4M
Rehmann Capital Advisory Group 0.29% Add +5.2% 21,314 $6.4M
Aureus Asset Management, LLC 0.39% Reduce -2.7% 21,304 $6.4M
Cannon Advisors, Inc. 3.88% Add +74.6% 21,640 $6.4M
Twin Focus Capital Partners, LLC 0.65% Add +0.9% 21,209 $6.4M
Segall Bryant & Hamill, LLC 0.08% Reduce -45.1% 21,186 $6.4M
Laurel Wealth Advisors LLC 0.61% Add +2.4% 21,013 $6.3M
Perissos Private Wealth Management, LLC 4.24% Add +28.4% 20,876 $6.3M
Private Advisory Group LLC 0.35% Add +4.5% 20,841 $6.3M
Aua Capital Management, LLC 2.90% Reduce -0.7% 20,794 $6.2M
Ironsides Asset Advisors, LLC 1.46% Reduce -0.0% 20,793 $6.2M
Smith Chas P & Associates Pa Cpas 0.32% No change 20,750 $6.2M
Banque Cantonale Vaudoise 0.26% Reduce -31.6% 20,699 $6.2M
Capstone Wealth Management Group, LLC 2.18% Add +7.8% 20,562 $6.2M
Alpha Capital Advisors Inc. 5.32% Reduce -2.8% 20,510 $6.2M
Spire Wealth Management 0.19% Reduce -1.8% 20,445 $6.1M
Sigma Planning Corp 0.15% Add +1.3% 20,404 $6.1M
Carnegie Investment Counsel 0.12% Reduce -0.4% 20,382 $6.1M
Constant Guidance Financial LLC 3.84% New 20,362 $6.1M
Ssi Investment Management LLC 2.10% Reduce -0.6% 20,290 $6.1M
Vista Finance, LLC 3.40% Add +172.5% 20,244 $6.1M
TFO Wealth Partners, LLC 0.66% Add +7.4% 20,211 $6.1M
Smith & Howard Wealth Management, LLC 1.25% Reduce -2.7% 20,209 $6.1M
Corepath Wealth Partners LLC 3.77% Add +0.1% 20,583 $6.0M
KCM Capital Inc 0.99% No change 20,100 $6.0M
OneDigital Investment Advisors LLC 0.05% Add +1.6% 20,075 $6.0M
VVR Holdings LLC 2.61% Add +110.5% 20,057 $6.0M
Systematic Alpha Investments, LLC 0.16% Reduce -50.0% 20,006 $6.0M
LuminArx Capital Management LP 3.59% Reduce -76.5% 20,000 $6.0M
Freestone Capital Holdings, LLC 0.16% Add +20.5% 19,947 $6.0M
TCV Trust & Wealth Management, Inc. 0.45% Reduce -1.1% 19,934 $6.0M
Vise Technologies, Inc. 0.07% Add +100.6% 19,830 $6.0M
Legacy Trust 1.05% Add +3.8% 19,765 $5.9M
Lansing Street Advisors 1.26% Add +3.8% 19,713 $5.9M
Apella Capital, LLC 0.08% Reduce -0.3% 19,923 $5.9M
Purpose Unlimited Inc. 0.23% Reduce -1.1% 19,474 $5.9M
Steph & Co. 1.47% Add +4.1% 19,262 $5.8M
SVB Wealth LLC 0.36% Reduce -24.7% 19,252 $5.8M
Addis & Hill, Inc 3.18% Reduce -1.1% 19,216 $5.8M
Consolidated Portfolio Review Corp 0.48% No change 19,162 $5.8M
Summit Place Financial Advisors, LLC 2.52% Add +2.4% 19,131 $5.7M
Algert Global LLC 0.07% Add +70.5% 19,000 $5.7M
RFG Advisory, LLC 0.09% Add +253.3% 18,947 $5.7M
Addenda Capital Inc. 0.15% Reduce -13.1% 18,910 $5.7M
Fairway Wealth LLC 1.29% Reduce -1.2% 18,821 $5.7M
C2C Wealth Management, LLC 4.40% Reduce -7.6% 18,705 $5.6M
Point72 Asset Management 0.01% Reduce -87.4% 18,700 $5.6M
Donaldson Capital Management, LLC 0.16% Add +752.9% 18,627 $5.6M
Private Trust Co. NA 0.45% Reduce -2.8% 18,589 $5.6M
Orion Porfolio Solutions, LLC 0.04% Reduce -7.6% 18,561 $5.6M
Webster Bank, N. A. 0.48% Reduce -4.0% 18,518 $5.6M
KLCM Advisors, Inc. 0.44% Reduce -3.1% 18,480 $5.6M
Krane Financial Solutions LLC 3.40% Reduce -1.4% 18,360 $5.5M
Menora Mivtachim Holdings LTD. 0.02% No change 18,346 $5.5M
Wealthspan Partners, LLC 1.73% Add +0.8% 18,318 $5.5M
Marquette Asset Management, LLC 0.71% Reduce -0.7% 18,308 $5.5M
Canandaigua National Bank & Trust Co. 0.46% — 18,292 $5.5M
Sunburst Financial Group, LLC 0.92% Reduce -0.2% 18,254 $5.5M
Lee Johnson Capital Management, LLC 1.71% Reduce -50.3% 18,212 $5.5M
London Co. of Virginia 0.03% Reduce -18.5% 18,208 $5.5M
Fsa Wealth Partners, Inc. 1.37% Add +8.6% 18,150 $5.5M
Cercano Management LLC 0.73% No change 18,137 $5.4M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -50.6% 18,084 $5.4M
Accurate Wealth Management, LLC 0.52% Add +1208.0% 18,299 $5.4M
Boston Research & Management Inc. 1.21% Reduce -2.5% 18,027 $5.4M
Lanark Financial, Inc. 0.37% Add +0.9% 18,014 $5.4M
EFG International AG 0.10% Reduce -3.8% 18,008 $5.4M
HUB Investment Partners, LLC 0.10% Reduce -3.7% 18,003 $5.4M
Acropolis Investment Management, LLC 0.21% Reduce -5.2% 17,963 $5.4M
Fulton Bank, N.A. 0.16% Reduce -0.8% 17,956 $5.4M
Fire Capital Management LLC 2.19% No change 17,927 $5.4M
Benjamin Edwards Inc. 0.05% Add +12.1% 17,925 $5.4M
DAVENPORT & Co LLC 0.03% Reduce -17.3% 17,874 $5.4M
Pursue Wealth Partners LLC 2.99% Add +38.5% 17,778 $5.3M
Appleton Partners Inc. 0.33% Reduce -2.6% 17,750 $5.3M
DV Trading LLC 0.44% Reduce -79.4% 17,749 $5.3M
AlTi Global, Inc. 0.11% Reduce -4.1% 17,719 $5.3M
Equitable Trust Co. 0.22% Reduce -4.6% 17,713 $5.3M
Guided Capital Wealth Management, LLC 3.11% Reduce -28.9% 17,691 $5.3M
TD Waterhouse Canada Inc. 0.01% Reduce -2.6% 17,735 $5.3M
Wedmont Private Capital 0.15% Add +16.6% 17,876 $5.3M
Sarasin & Partners LLP 0.06% New 17,573 $5.3M
FAS Wealth Partners, Inc. 0.28% Reduce -0.2% 17,564 $5.3M
Washington Trust Bank 0.37% Add +57.6% 17,491 $5.3M
Operose Advisors LLC 1.01% Add +0.1% 17,398 $5.2M
BSW Wealth Partners 0.58% Reduce -7.7% 17,315 $5.2M
American Century Companies Inc. 0.00% Reduce -34.5% 17,300 $5.2M
Richard P Slaughter Associates Inc 1.03% Reduce -4.8% 17,243 $5.2M
Wealthcare Advisory Partners LLC 0.10% Reduce -33.0% 17,230 $5.2M
Crews Bank & Trust 0.68% Reduce -0.5% 17,228 $5.2M
Western Wealth Management, LLC 0.17% Add +1.4% 17,199 $5.2M
One Capital Management, LLC 0.14% No change 20,834 $5.2M
Legacy Advisory Services, LLC 3.63% Reduce -0.6% 17,149 $5.2M
Calton & Associates, Inc. 0.75% Reduce -10.9% 17,123 $5.1M
Mission Wealth Management, LP 0.06% Add +16.7% 17,056 $5.1M
Auour Investments LLC 1.47% Reduce -0.1% 17,025 $5.1M
Vestmark Advisory Solutions, Inc. 0.05% Add +24.0% 16,916 $5.1M
Safe Harbor Fiduciary, LLC 3.95% Add +1.4% 16,893 $5.1M
Triumph Capital Management 0.92% Reduce -21.8% 16,870 $5.1M
Crestwood Advisors Group, LLC 0.08% Reduce -1.2% 16,864 $5.1M
Ameritas Advisory Services, LLC 0.10% Reduce -1.8% 16,785 $5.0M
Nicolet Bankshares Inc. 0.16% Reduce -0.7% 16,755 $5.0M
Tandem Financial, LLC 1.62% Add +6.0% 16,741 $5.0M
Heritage Investors Management Corp. 0.14% Reduce -3.0% 16,722 $5.0M
Hudson Bay Capital Management LP 0.03% Reduce -95.1% 16,710 $5.0M
Russell Investments Group, Ltd. 0.00% Add +16.9% 16,670 $5.0M
Maxi Investments CY Ltd 1.01% New 16,570 $5.0M
Bluespring Wealth Management, LLC 0.10% Add +108.1% 16,462 $4.9M
International Assets Investment Management, LLC 0.30% Reduce -1.4% 16,517 $4.9M
Peak Asset Management, LLC 0.73% No change 16,429 $4.9M
Insigneo Advisory Services, LLC 0.18% Add +7.9% 16,399 $4.9M
Certuity, LLC 0.24% No change 16,382 $4.9M
Mayflower Financial Advisors, LLC 0.43% Add +1.0% 16,378 $4.9M
Sincerus Advisory, LLC 3.33% Reduce -1.2% 16,302 $4.9M
Redhawk Wealth Advisors, Inc. 0.48% Add +33.4% 16,243 $4.9M
Doliver Advisors, LP 1.10% Reduce -2.6% 16,173 $4.9M
BankPlus Wealth Management LLC 2.18% Reduce -1.9% 16,143 $4.9M
Mather Group, Llc. 0.04% Add +142.2% 16,103 $4.8M
Firestone Capital Management 0.90% Add +1.1% 16,087 $4.8M
Inman Jager Wealth Management, LLC 2.57% Reduce -1.4% 16,071 $4.8M
Two Sigma Securities, LLC 0.42% Add +920.2% 16,048 $4.8M
American Assets Investment Management, LLC 0.29% No change 16,000 $4.8M
Harmony Asset Management LLC 1.29% Reduce -0.3% 15,994 $4.8M
Connecticut Wealth Management, LLC 0.18% Reduce -1.1% 15,979 $4.8M
Patten & Patten Inc. 0.25% Reduce -4.0% 15,957 $4.8M
Continuum Advisory, LLC 0.39% Reduce -4.0% 15,955 $4.8M
Quantbot Technologies LP 0.19% Add +1.6% 15,868 $4.8M
Nuveen, LLC 0.00% Add +140.2% 17,775 $4.7M
Tocqueville Asset Management L.P. 0.06% Add +2.0% 15,699 $4.7M
NDWM LLC 2.76% Add +8.1% 15,655 $4.7M
Guggenheim Capital LLC 0.03% Reduce -2.3% 15,581 $4.7M
Benchmark Financial Wealth Advisors, LLC 1.15% Reduce -13.4% 15,558 $4.7M
OpenArc Corporate Advisory, LLC 0.06% Add +10.5% 15,552 $4.7M
Walkner Condon Financial Advisors LLC 0.54% Add +0.7% 15,475 $4.6M
Ames National Corp. 2.55% Reduce -3.2% 15,410 $4.6M
Bryn Mawr Trust Advisors, LLC 0.20% Add +58.8% 15,367 $4.6M
WealthBridge Capital Management, LLC 0.92% Reduce -1.4% 15,325 $4.6M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 3.20% New 15,318 $4.6M
Joel Isaacson & Co., LLC 0.13% Add +2.1% 15,233 $4.6M
PFG Advisors 0.23% Add +3.0% 15,183 $4.6M
Franklin, Parlapiano, Turner & Welch, LLC 1.03% No change 15,151 $4.6M
Wealth Advisory Solutions, LLC 0.93% Reduce -8.8% 15,094 $4.5M
GC Wealth Management RIA, LLC 0.26% Reduce -8.3% 15,064 $4.5M
Loomis Sayles & Co. L P 0.01% Reduce -23.9% 15,035 $4.5M
Teachers Retirement System of the State of Kentucky 0.03% Add +16.6% 14,935 $4.5M
Banque Pictet & Cie SA 0.05% Reduce -2.8% 14,921 $4.5M
Northwest Bancshares, Inc. 0.80% Reduce -41.3% 14,816 $4.5M
SouthState Bank Corp 0.19% Add +5.2% 14,800 $4.4M
Private Wealth Advisors, LLC 1.31% Reduce -0.4% 14,637 $4.4M
Sagespring Wealth Partners, LLC 0.07% Reduce -0.1% 14,597 $4.4M
Sound View Wealth Advisors Group, LLC 0.27% Add +0.6% 14,584 $4.4M
Trifecta Capital Advisors, LLC 0.56% Reduce -0.4% 14,568 $4.4M
Mycio Wealth Partners, LLC 0.82% Add +1.0% 14,550 $4.4M
Holistic Financial Partners 2.64% Reduce -0.6% 14,373 $4.3M
First Merchants Corp. 0.15% Reduce -5.1% 14,337 $4.3M
Ninety One SA (Pty) Ltd 0.23% No change 14,357 $4.3M
Manchester Capital Management LLC 0.56% Reduce -0.1% 14,202 $4.3M
Heck Capital Advisors, LLC 0.25% Add +5.4% 14,181 $4.3M
Avior Wealth Management, LLC 0.11% Add +48.0% 14,277 $4.3M
Birch Hill Investment Advisors LLC 0.17% Add +0.6% 14,156 $4.3M
Quadrant Capital Group LLC 0.12% Reduce -4.2% 14,019 $4.2M
Evermay Wealth Management LLC 0.43% Reduce -1.7% 14,010 $4.2M
Corundum Group, Inc. 1.25% Add +2.8% 14,006 $4.2M
IFG Advisory, LLC 0.15% Add +13582.4% 13,956 $4.2M
Greenleaf Trust 0.04% Reduce -1.2% 13,911 $4.2M
Independence Wealth Advisors, LLC 2.09% Add +11.6% 13,886 $4.2M
Comprehensive Financial Consultants Institutional, Inc. 1.10% Reduce -0.1% 13,857 $4.2M
AlphaCore Capital LLC 0.08% Add +15.4% 13,831 $4.2M
Montag A & Associates Inc. 0.18% Reduce -32.3% 13,792 $4.1M
Edgestream Partners, L.P. 0.12% New 13,728 $4.1M
Viewpoint Capital Management LLC 2.10% Add +3.6% 13,706 $4.1M
BOK Financial Private Wealth, Inc. 0.21% Add +6.3% 13,700 $4.1M
Beam Wealth Advisors, Inc. 0.90% Add +0.3% 13,607 $4.1M
Apollon Wealth Management, LLC 0.05% Reduce -0.1% 13,588 $4.1M
Audent Global Asset Management, LLC 4.56% Add +14.8% 13,583 $4.1M
AdvisorNet Financial, Inc 0.19% Add +1.6% 13,516 $4.1M
Legacy Edge Advisors, LLC 0.37% Add +2.0% 13,498 $4.1M
Chemung Canal Trust Co. 0.75% Reduce -7.7% 13,492 $4.1M
Davidson Trust Co. 1.58% Reduce -3.5% 13,469 $4.0M
Salem Investment Counselors Inc. 0.10% Reduce -1.9% 13,443 $4.0M
Harbour Capital Advisors, LLC 0.73% Add +0.5% 13,598 $4.0M
Rik Saylor Financial, Inc. 2.66% Reduce -1.6% 13,375 $4.0M
Berkshire Asset Management LLC 0.16% Reduce -0.1% 13,374 $4.0M
Principal Financial Group Inc. 0.00% Reduce -10.1% 13,335 $4.0M
Goldstone Financial Group, LLC 0.37% Reduce -5.2% 13,317 $4.0M
Resolute Advisors LLC 0.96% Add +0.1% 13,298 $4.0M
Wedbush Securities Inc. 0.10% Reduce -1.7% 13,285 $4.0M
Campion Asset Management 2.43% Reduce -1.1% 13,276 $4.0M
Nicholas Hoffman & Company, LLC. 0.08% Add +0.1% 13,239 $4.0M
Seamount Financial Group Inc. 1.60% Reduce -0.8% 13,235 $4.0M
Kovack Advisors, Inc. 0.19% Add +0.5% 13,222 $4.0M
Almanack Investment Partners, LLC. 0.50% New 13,182 $4.0M
Signature Equity Partners, LLC 1.82% Add +8.2% 13,162 $4.0M
Vision Capital Management, Inc. 0.45% No change 13,157 $4.0M
Harvest Investment Services, LLC 0.61% Add +10.4% 13,156 $4.0M
Cranbrook Wealth Management, LLC 0.74% Reduce -4.8% 13,133 $3.9M
Diversified Enterprises, LLC 0.19% Reduce -3.2% 13,073 $3.9M
Cozad Asset Management Inc. 0.25% Reduce -7.4% 13,050 $3.9M
Moore Capital Management, LP 0.09% New 12,982 $3.9M
Collaborative Capital Advisors LLC 2.45% — 12,933 $3.9M
Integrity Alliance, Llc. 0.12% Add +46.7% 12,865 $3.9M
Rebalance, LLC 0.20% Reduce -5.2% 12,774 $3.8M
Central Pacific Bank - Trust Division 0.40% Reduce -4.0% 12,772 $3.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.05% Reduce -34.9% 12,759 $3.8M
Transcendent Capital Group LLC 1.49% New 12,747 $3.8M
Godshalk Welsh Capital Management, Inc. 2.06% Reduce -0.0% 12,720 $3.8M
10Elms LLP 1.71% Add +10.8% 12,684 $3.8M
Breakthru Advisory Services, LLC 12.76% Reduce -19.2% 12,642 $3.8M
Bouchey Financial Group, Ltd. 0.24% Add +0.0% 12,624 $3.8M
Headlands Technologies LLC 0.40% New 12,600 $3.8M
Fiducient Advisors LLC 0.54% Reduce -11.5% 12,546 $3.8M
Capital Investment Advisory Services, LLC 0.23% Reduce -65.1% 12,529 $3.8M
PFG Investments, LLC 0.15% Reduce -4.8% 12,497 $3.8M
Pines Wealth Management, LLC 1.08% Add +3.9% 12,482 $3.8M
Centiva Capital, LP 0.13% New 12,462 $3.7M
Cornerstone Advisors Asset Management, LLC 0.49% Reduce -0.1% 12,430 $3.7M
Cahill Financial Advisors Inc. 0.36% Reduce -0.5% 12,420 $3.7M
Circle Wealth Management, LLC 0.05% No change 12,380 $3.7M
Zacks Investment Management 0.03% Reduce -1.4% 12,372 $3.7M
Archer Investment Corp 0.71% Reduce -3.0% 12,333 $3.7M
ASL Financial, LLC 2.61% Reduce -2.0% 12,332 $3.7M
Tidal Investments LLC 0.01% Reduce -20.4% 12,330 $3.7M
Aristides Capital LLC 0.95% New 12,306 $3.7M
State of Wisconsin Investment Board 0.01% Reduce -2.6% 12,269 $3.7M
Institute for Wealth Management, LLC. 0.32% Reduce -20.9% 12,226 $3.7M
Kingswood Wealth Advisors, LLC 0.15% Add +6.2% 12,124 $3.6M
Essex Financial Services, Inc. 0.18% Add +4.7% 12,048 $3.6M
Wilmar Advisors LLC 2.61% No change 12,000 $3.6M
Flagstar Securities, Inc. 1.09% Reduce -4.2% 11,982 $3.6M
LGL Partners, LLC 1.31% Add +0.2% 11,963 $3.6M
3Chopt Investment Partners, LLC 0.67% Add +2.9% 11,891 $3.6M
Prudent Man Advisors, LLC 0.81% Add +1.0% 11,826 $3.6M
Bedel Financial Consulting, Inc. 0.34% Reduce -1.1% 11,795 $3.5M
Braeburn Wealth Management LLC 1.52% New 11,790 $3.5M
LifeSteps Financial, Inc. 1.64% Add +2.3% 11,702 $3.5M
Quadcap Wealth Management, LLC 0.34% Reduce -1.2% 11,636 $3.5M
Delos Wealth Advisors, LLC 1.79% Add +3.8% 11,620 $3.5M
Clientfirst Wealth Management, LLC 2.86% No change 11,603 $3.5M
Alley Investment Management Company, LLC 0.41% Reduce -2.3% 11,581 $3.5M
Mirae Asset Global Investments Co., Ltd. 0.01% Reduce -45.4% 11,523 $3.5M
Lifeworks Advisors, LLC 0.36% Reduce -14.1% 11,510 $3.5M
Plancorp, LLC 0.08% Add +132.5% 11,721 $3.4M
Annandale Capital, LLC 0.51% No change 11,400 $3.4M
LSP Investment Advisors, LLC 3.15% Reduce -26.5% 11,396 $3.4M
Avestar Capital, LLC 0.20% Add +1.1% 11,368 $3.4M
Provenance Wealth Advisors, LLC 0.32% Reduce -0.6% 11,292 $3.4M
Plan Group Financial, LLC 0.70% Add +6.9% 11,267 $3.4M
Bison Wealth, LLC 0.31% Reduce -11.1% 11,310 $3.4M
Game Plan Financial Advisors, LLC 1.35% Add +112100.0% 11,220 $3.4M
Range Advisory, LLC 0.40% Add +24.7% 11,215 $3.4M
REDW Wealth LLC 1.21% Reduce -1.2% 11,209 $3.4M
Arbor Trust Wealth Advisors, LLC 1.35% Reduce -6.5% 11,129 $3.3M
Nwam LLC 0.17% Add +7.9% 11,119 $3.3M
Facet Wealth, Inc. 0.05% Add +15.2% 11,107 $3.3M
CWC Advisors, LLC. 1.48% Reduce -4.3% 11,104 $3.3M
Burke & Herbert Bank & Trust Co. 0.82% Add +6.2% 11,043 $3.3M
JHP Wealth Management, LLC 2.71% Reduce -0.0% 11,002 $3.3M
Moors & Cabot, Inc. 0.13% Add +5.0% 10,953 $3.3M
Forte Asset Management LLC 1.34% Add +0.6% 10,935 $3.3M
Johnson Financial Group, Inc. 0.11% Reduce -1.4% 10,927 $3.3M
Keystone Financial Group 0.20% Add +14.6% 10,925 $3.3M
American Institute for Advanced Investment Management, LLP 1.89% Reduce -0.6% 10,912 $3.3M
GEM Asset Management, LLC 1.29% Add +0.1% 10,908 $3.3M
Atlantic Union Bankshares Corp 0.05% Reduce -9.3% 10,887 $3.3M
Allodium Investment Consultants, LLC 1.39% Reduce -0.8% 10,877 $3.3M
Texas Capital Bank Wealth Management Services Inc 0.17% Add +12.6% 10,876 $3.3M
Leslie Global Wealth, LLC 1.27% Reduce -5.3% 10,872 $3.3M
Genesee Capital Advisors, LLC 1.03% Reduce -0.6% 10,849 $3.3M
Partners Capital Investment Group, LLP 0.11% Reduce -70.1% 10,839 $3.3M
Garden State Investment Advisory Services LLC 0.64% Reduce -1.6% 10,819 $3.3M
Jackson, Grant Investment Advisers, Inc. 1.01% Add +13.2% 10,791 $3.2M
Chesapeake Wealth Management 0.91% Reduce -5.0% 10,749 $3.2M
Forvis Mazars Wealth Advisors, LLC 0.05% Add +0.5% 10,683 $3.2M
Parr McKnight Wealth Management Group, LLC 0.38% No change 10,609 $3.2M
Anchor Capital Advisors LLC 0.09% Add +0.1% 10,602 $3.2M
Visionary Wealth Advisors 0.13% Reduce -5.6% 10,583 $3.2M
Sykon Capital LLC 0.97% New 10,463 $3.1M
Centennial Bank 1.01% Add +11.4% 10,450 $3.1M
Park Edge Advisors, LLC 0.67% New 10,422 $3.1M
Advisor Resource Council 1.04% Reduce -0.6% 10,449 $3.1M
Toth Financial Advisory Corp. 0.30% Add +22.0% 10,389 $3.1M
Frederick Financial Consultants, LLC 1.32% Reduce -3.1% 10,384 $3.1M
Udine Wealth Management, Inc. 1.27% Add +1.9% 10,309 $3.1M
RPg Family Wealth Advisory, LLC 0.52% Add +5.5% 10,298 $3.1M
RMR Wealth Builders 0.19% Reduce -17.6% 10,238 $3.1M
Keebeck Wealth Management 0.30% No change 10,233 $3.1M
Virtue Asset Management LLC 2.20% Add +0.1% 10,213 $3.1M
Nations Financial Group Inc, /Ia/ 0.15% Add +0.6% 10,182 $3.1M
Risk Paradigm Group, LLC 2.40% Add +6.0% 10,168 $3.1M
Matrix Asset Advisors Inc. 0.25% Reduce -1.8% 10,097 $3.0M
Cosner Financial Group, LLC 1.56% Add +0.7% 10,084 $3.0M
Jessup Wealth Management, Inc 0.90% Add +1.4% 10,071 $3.0M
DWR Wealth Management, LLC 2.26% Reduce -13.2% 10,100 $3.0M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -1.4% 10,002 $3.0M
Quattro Financial Advisors LLC 0.64% No change 10,000 $3.0M
Larson Financial Group LLC 0.08% Reduce -49.1% 9,983 $3.0M
Pacific Capital Wealth Advisors, Inc. 0.45% Reduce -10.7% 9,982 $3.0M
GWN Securities Inc. 0.50% Add +4.3% 9,974 $3.0M
Lyell Wealth Management, LP 0.18% Add +5.0% 9,974 $3.0M
SK Wealth Management, LLC 0.67% Reduce -7.3% 9,974 $3.0M
Peregrine Asset Advisers, Inc. 0.65% No change 9,926 $3.0M
West Bancorporation Inc. 1.27% Reduce -10.7% 9,898 $3.0M
Trivium Point Advisory, LLC 0.27% Reduce -3.5% 9,895 $3.0M
Cornerstone Capital, Inc. 0.26% Reduce -1.7% 9,844 $3.0M
Grove Bank & Trust 0.29% Add +9.3% 9,784 $2.9M
Leavell Investment Management, Inc. 0.11% Reduce -0.0% 9,776 $2.9M
Bantamac Capital, LLC 2.08% Reduce -0.4% 9,775 $2.9M
Riverpoint Wealth Management Holdings, LLC 0.54% Add +0.2% 9,771 $2.9M
Sachem Hill LLC 0.52% Reduce -2.6% 9,720 $2.9M
Stevens Capital Management LP 0.70% Reduce -2.8% 9,720 $2.9M
Revolve Wealth Partners, LLC 0.30% Reduce -0.7% 9,701 $2.9M
Paragon Private Wealth Management, LLC 0.76% Reduce -5.8% 9,681 $2.9M
Southern Capital Advisors, LLC 1.21% Reduce -0.3% 9,631 $2.9M
RKL Wealth Management LLC 0.23% Reduce -5.0% 9,630 $2.9M
Buck Wealth Strategies, LLC 0.30% Add +263.5% 9,499 $2.9M
Spinnaker Trust 0.14% No change 9,497 $2.9M
T. Rowe Price Associates Inc. 0.00% Reduce -41.9% 9,476 $2.8M
Claro Advisors Inc. 0.30% Reduce -3.7% 9,479 $2.8M
KCM Investment Advisors LLC 0.09% Reduce -2.1% 9,477 $2.8M
Assetmark, Inc. 0.00% Add +54.5% 9,471 $2.8M
State of Wyoming 0.29% Add +31.3% 9,445 $2.8M
HM Payson & Co. 0.04% Add +3.6% 9,426 $2.8M
jvl associates llc 0.80% No change 9,416 $2.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% Reduce -2.9% 9,398 $2.8M
American Wealth Advisors, LLC 2.64% Reduce -0.7% 9,369 $2.8M
Essex Bank 0.61% Reduce -0.6% 9,365 $2.8M
SageView Advisory Group, LLC 0.09% Add +1.5% 9,354 $2.8M
Gridiron Partners, LLC 1.48% Add +0.2% 9,353 $2.8M
Chatham Capital Group, Inc. 0.36% Add +19.1% 9,344 $2.8M
Hollencrest Capital Management 0.18% No change 9,335 $2.8M
Fortis Group Advisors, LLC 0.45% Reduce -10.0% 9,333 $2.8M
Abbot Financial Management, Inc. 1.03% No change 9,319 $2.8M
Empirical Asset Management, LLC 0.63% Add +1.2% 9,292 $2.8M
Grandeur Peak Global Advisors, LLC 0.65% New 9,286 $2.8M
Monument Capital Management 0.56% New 9,284 $2.8M
Absolute Capital Management, LLC 0.70% Reduce -1.7% 9,283 $2.8M
Three Seasons Wealth, LLC 0.25% Reduce -35.3% 9,248 $2.8M
Sonata Capital Group Inc. 0.89% Add +11.3% 9,215 $2.8M
United Advisor Group, LLC 0.29% Add +10.0% 9,185 $2.8M
Tanager Wealth Management LLP 0.24% Reduce -16.9% 9,168 $2.8M
Camelot Portfolios, LLC 1.95% Add +32.1% 9,158 $2.8M
Oakwell Private Wealth Management, LLC 0.46% Reduce -0.2% 9,149 $2.7M
Pure Financial Advisors, LLC 0.04% Reduce -4.0% 9,137 $2.7M
Chris Bulman Inc 1.00% Reduce -10.0% 9,108 $2.7M
Legacy Bridge, LLC 0.84% No change 9,076 $2.7M
Thompson Siegel & Walmsley LLC 0.05% No change 9,067 $2.7M
Second Half Financial Partners, LLC 1.12% Reduce -6.1% 9,062 $2.7M
Childress Capital Advisors, LLC 0.45% Reduce -0.3% 9,062 $2.7M
KKM Financial LLC 0.37% Add +0.1% 9,040 $2.7M
QRG Capital Management, Inc. 0.02% Add +109.1% 9,040 $2.7M
HBK Sorce Advisory LLC 0.05% Add +1.4% 9,060 $2.7M
Trust Point Inc. 0.23% Reduce -3.1% 9,023 $2.7M
Aaron Wealth Advisors LLC 0.14% No change 9,010 $2.7M
Innealta Capital, LLC 1.44% No change 9,002 $2.7M
Value Investment Professionals, LLC 2.27% New 8,986 $2.7M
Opus Capital Group, LLC 0.26% Reduce -0.8% 8,978 $2.7M
Oxford Financial Group, LTD. LLC 0.14% Add +6.7% 8,975 $2.7M
Glen Eagle Advisors, LLC 0.34% Reduce -0.3% 8,972 $2.7M
Mathes Company, Inc. 0.84% Reduce -0.7% 8,970 $2.7M
Consilio Wealth Advisors, LLC 0.65% Add +0.2% 8,962 $2.7M
Pettyjohn, Wood & White, Inc. 0.39% Add +7.3% 8,945 $2.7M
PKS Advisory Services, LLC 0.43% Add +1.1% 8,868 $2.7M
Delta Investment Management, LLC 0.44% Reduce -4.1% 8,865 $2.7M
Gryphon Financial Partners LLC 0.24% Reduce -31.7% 8,857 $2.7M
Mechanics Financial Corp 0.95% Reduce -2.8% 8,852 $2.7M
Angeles Wealth Management, LLC 0.12% Add +37.6% 8,846 $2.7M
Advisor OS, LLC 0.18% Reduce -6.0% 8,828 $2.7M
Tradition Wealth Management, LLC 0.16% Reduce -2.3% 8,808 $2.6M
Tempus Wealth Planning, LLC 0.52% Add +0.3% 8,782 $2.6M
Baxter Bros Inc. 0.30% No change 8,759 $2.6M
Foundation Wealth Management, LLC\PA 0.79% Add +0.8% 8,747 $2.6M
Cambient Family Office, LLC 0.32% Add +22.4% 8,738 $2.6M
Rwa Wealth Partners, LLC 0.03% Add +18.1% 8,736 $2.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.29% Add +3.9% 8,665 $2.6M
Indiana Trust & Investment Management Co 0.71% Reduce -1.3% 8,613 $2.6M
Parsons Capital Management Inc. 0.12% Add +57.8% 8,610 $2.6M
Miller Financial Services LLC 2.09% Reduce -10.0% 8,605 $2.6M
Apriem Advisors 0.22% Add +12.8% 8,599 $2.6M
Paragon Capital Management LLC 1.18% Reduce -1.6% 8,482 $2.5M
Advisors Management Group Inc. 0.42% Reduce -0.3% 8,483 $2.5M
Savvy Advisors, Inc. 0.05% Reduce -16.2% 8,438 $2.5M
Wealthedge Investment Advisors, LLC 0.86% Reduce -24.5% 8,435 $2.5M
Pointe Capital Management LLC 1.13% Reduce -0.1% 8,407 $2.5M
Gardner Lewis Asset Management L P 0.56% No change 8,390 $2.5M
Valmark Advisers, Inc. 0.03% Reduce -4.4% 8,376 $2.5M
Csenge Advisory Group 0.10% Add +2.8% 8,369 $2.5M
Seneca Financial Advisors LLC 0.65% Reduce -1.0% 8,339 $2.5M
Topsail Wealth Management, LLC 0.32% Add +0.2% 8,329 $2.5M
Athena Investment Management 1.48% Reduce -13.6% 8,321 $2.5M
1834 Investment Advisors Co. 0.28% Reduce -0.3% 8,307 $2.5M
Eldridge Investment Advisors, Inc. 0.49% Reduce -4.6% 8,258 $2.5M
Westmount Partners, LLC 0.54% Add +0.6% 8,232 $2.5M
Salus Financial Advisors, LLC 1.22% Add +0.6% 8,209 $2.5M
CJM Wealth Advisers, Ltd. 0.65% Reduce -2.7% 8,202 $2.5M
Hirtle & Co., LLC 0.09% Reduce -24.0% 8,198 $2.5M
Montecito Bank & Trust 0.37% Reduce -1.7% 8,153 $2.4M
Focus Financial Network, Inc. 0.08% Add +3.1% 8,145 $2.4M
Kavar Capital Partners Group, LLC 0.30% Reduce -0.0% 8,114 $2.4M
Lakeshore Financial Planning, Inc. 0.78% Reduce -2.3% 8,104 $2.4M
Shay Capital LLC 0.27% Reduce -7.0% 8,073 $2.4M
Ballast Advisors LLC 0.58% Reduce -2.9% 8,071 $2.4M
Dagco, Inc. 0.45% Add +2.5% 8,061 $2.4M
GenTrust, LLC 0.09% Reduce -0.1% 8,055 $2.4M
MidFirst Bank 0.17% Reduce -1.0% 8,035 $2.4M
Davis R M Inc. 0.04% Reduce -1.7% 7,978 $2.4M
Brand Asset Management Group, Inc. 0.53% Add +10.6% 7,951 $2.4M
Principal Securities, Inc. 0.03% Add +0.5% 7,917 $2.4M
Builder Investment Group Inc. 0.47% Reduce -1.9% 7,900 $2.4M
Confluence Wealth Services, Inc. 0.07% Add +32.0% 7,889 $2.4M
Moneco Advisors, LLC 0.14% Add +2.5% 7,871 $2.4M
SlateStone Wealth, LLC 0.18% Add +1.0% 7,860 $2.4M
Optima Capital LLC 0.93% Add +6.5% 7,853 $2.4M
Paladin Partners, LLC 1.56% Reduce -1.6% 7,842 $2.4M
Osborne Partners Capital Management, LLC 0.13% Add +33.5% 7,834 $2.4M
Hanson & Doremus Investment Management 0.24% Add +508.3% 7,811 $2.3M
Soltis Investment Advisors LLC 0.14% Add +8.6% 7,785 $2.3M
Sterling Investment Advisors LLC 1.05% Reduce -11.3% 7,778 $2.3M
Fca Corp. 0.57% Add +1.6% 7,709 $2.3M
Greenwich Wealth Management LLC 0.08% Reduce -1.9% 7,701 $2.3M
Retirement Planning Group, LLC 0.06% Add +4.0% 7,681 $2.3M
Monetary Management Group Inc. 0.47% Add +7.0% 7,680 $2.3M
North Star Investment Management Corp. 0.13% Reduce -1.6% 7,663 $2.3M
Gateway Investment Advisers LLC 0.02% Reduce -2.5% 7,661 $2.3M
Transcend Capital Advisors, LLC 0.16% Reduce -8.7% 7,644 $2.3M
Bricktown Capital, LLC 0.41% Add +10.5% 7,612 $2.3M
CX Institutional 0.07% Add +14.9% 7,589 $2.3M
Regent Peak Wealth Advisors LLC 0.42% Reduce -1.6% 7,563 $2.3M
Bienville Capital Management, LLC 0.33% Add +201.9% 7,562 $2.3M
Kiley Juergens Wealth Management, LLC 0.36% Reduce -1.1% 7,544 $2.3M
GFS Advisors, LLC 0.24% New 253 $2.3M
IFG Advisors, LLC 0.31% Reduce -0.1% 7,522 $2.3M
SOA Wealth Advisors, LLC. 0.38% Add +18.1% 98,967 $2.3M
Granite Bay Wealth Management, LLC 0.21% Add +200.8% 7,488 $2.3M
Aspen Capital Management, LLC 0.50% Reduce -2.7% 7,479 $2.2M
Bensler, LLC 0.20% Reduce -0.1% 7,477 $2.2M
Maxele Advisors, LLC 1.57% — 7,472 $2.2M
Trust Co. of Vermont 0.08% — 7,388 $2.2M
Orgel Wealth Management, LLC 0.04% Add +11.7% 7,368 $2.2M
Fogel Capital Management, Inc. 0.89% Add +4.0% 7,363 $2.2M
Financial Synergies Wealth Advisors, Inc. 0.19% Reduce -3.1% 7,362 $2.2M
Cornerstone Wealth Group, LLC 0.13% Add +8.7% 7,344 $2.2M
Founders Grove Wealth Partners, LLC 0.44% Reduce -2.4% 7,333 $2.2M
Fuller & Thaler Asset Management, Inc. 0.01% Reduce -50.9% 7,320 $2.2M
Union Bancaire Privee, UBP SA 0.02% Reduce -0.3% 7,424 $2.2M
Rothschild Investment LLC 0.08% Reduce -0.7% 7,296 $2.2M
Pallas Capital Advisors LLC 0.07% Add +5.5% 7,288 $2.2M
B. Riley Wealth Advisors, Inc. 0.12% Reduce -9.7% 7,297 $2.2M
IAM Advisory, LLC 0.43% Add +5.8% 7,261 $2.2M
Compagnie Lombard Odier SCmA 0.02% Add +1319.4% 7,239 $2.2M
Ironwood Investment Management LLC 0.75% Reduce -0.2% 7,231 $2.2M
Shelton Wealth Management, LLC 0.86% Reduce -0.5% 7,223 $2.2M
Wakefield Asset Management LLLP 0.49% Reduce -1.8% 7,220 $2.2M
Focused Alpha, LLC 0.55% Add +52.4% 7,200 $2.2M
Simplicity Wealth,LLC 0.07% Add +32.4% 7,192 $2.2M
Powell Investment Advisors, LLC 0.68% Reduce -2.7% 7,163 $2.2M
Ethos Financial Group, LLC 0.14% Reduce -0.8% 7,264 $2.2M
LaSalle St. Investment Advisors, LLC 0.26% Add +5.4% 7,134 $2.1M
Fagan Associates, Inc. 0.26% Reduce -0.2% 7,124 $2.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +1.7% 7,158 $2.1M
Harbor Investment Advisory, LLC 0.15% Reduce -5.1% 7,121 $2.1M
LVW Advisors, LLC 0.18% Reduce -0.1% 7,072 $2.1M
Legacy Advisors, LLC 0.20% Add +0.0% 7,067 $2.1M
MassMutual Private Wealth & Trust, FSB 0.05% Reduce -4.9% 7,039 $2.1M
Forteris Wealth Management Inc. 1.72% Add +2.4% 7,009 $2.1M
Aster Capital Management (DIFC) Ltd 0.45% Reduce -88.6% 7,000 $2.1M
Orca Investment Management, LLC 1.52% Reduce -1.2% 6,985 $2.1M
Silverleafe Capital Partners, LLC 0.57% Reduce -23.2% 6,972 $2.1M
Wealth Watch Advisors, INC 0.68% Reduce -11.3% 6,968 $2.1M
Catalyst Financial Partners LLC 0.21% Add +17.6% 6,958 $2.1M
Patriot Investment Management Group, Inc. 0.12% No change 6,952 $2.1M
Marvin & Palmer Associates Inc. 1.31% New 6,950 $2.1M
Relyea Zuckerberg Hanson LLC 0.17% Add +0.3% 6,946 $2.1M
Evernest Financial Advisors, LLC 0.43% Add +0.0% 6,915 $2.1M
Segment Wealth Management, LLC 0.11% No change 6,900 $2.1M
Lowe Brockenbrough & Co. Inc. 0.09% Reduce -0.4% 6,899 $2.1M
Rise Advisors, LLC 0.58% Add +19.9% 6,899 $2.1M
Avantax Planning Partners, Inc. 0.05% No change 6,890 $2.1M
Morangie Management LLC 1.71% No change 6,867 $2.1M
Cambria Investment Management, L.P. 0.10% Add +7.8% 6,793 $2.0M
Advisory Solutions Group, LLC 0.69% — 6,756 $2.0M
Woodstock Corp. 0.17% Reduce -16.8% 6,755 $2.0M
Nixon Peabody Trust Co. 0.14% Add +37.0% 6,755 $2.0M
Florida Trust Wealth Management Co 0.05% Reduce -3.0% 6,745 $2.0M
WealthShield Partners, LLC 0.31% Reduce -6.7% 6,726 $2.0M
Disciplined Investments, LLC 0.65% Add +0.8% 6,719 $2.0M
Sage Capital Advisors,llc 0.42% Reduce -15.3% 6,706 $2.0M
Steinberganna Wealth Management 0.81% Add +8.5% 6,640 $2.0M
Advisors Capital Management, LLC 0.02% Add +19.0% 6,626 $2.0M
Credit Industriel Et Commercial 0.36% Reduce -84.0% 6,618 $2.0M
Wealth Architects, LLC 0.16% Reduce -13.1% 6,598 $2.0M
Veracity Capital LLC 0.53% Reduce -2.1% 6,591 $2.0M
HORAN Wealth, LLC 0.25% Reduce -48.6% 6,587 $2.0M
Sage Rhino Capital LLC 0.33% Add +0.0% 6,582 $2.0M
Abacus Planning Group, Inc. 0.24% Reduce -4.6% 6,575 $2.0M
Keystone Wealth Services, LLC 0.37% Add +0.6% 6,573 $2.0M
LS Investment Advisors, LLC 0.27% Add +0.1% 6,569 $2.0M
Clark Capital Management Group, Inc. 0.01% Add +121.2% 6,543 $2.0M
Root Financial Partners, LLC 0.08% Add +35.5% 6,523 $2.0M
One Charles Private Wealth Services, LLC 0.45% Reduce -3.2% 6,518 $2.0M
BankPlus Trust Department 0.46% No change 6,511 $2.0M
CM Wealth Advisors LLC 0.35% Add +19.6% 6,503 $2.0M
Allen Investment Management, LLC 0.02% No change 6,500 $2.0M
Asset Advisory Group, Inc. 0.85% Reduce -1.5% 6,495 $2.0M
Penobscot Investment Management Company, Inc. 0.13% Add +2.4% 6,492 $2.0M
IPG Investment Advisors LLC 0.28% Add +8.0% 6,461 $1.9M
Mosaic Financial Group, LLC 1.24% Reduce -0.5% 6,456 $1.9M
Aberdeen Group plc 0.00% Add +95.4% 6,416 $1.9M
Rothschild Capital Partners, LLC 0.41% Add +0.0% 6,389 $1.9M
17 Capital Partners, LLC 0.87% Add +7.7% 6,386 $1.9M
Alesco Advisors, LLC, An ESL Co 0.04% Reduce -1.1% 6,360 $1.9M
Waldron Private Wealth LLC 0.07% Reduce -1.6% 6,359 $1.9M
Signal Tree Financial Partners LLC 1.26% Reduce -1.2% 6,347 $1.9M
Paces Ferry Wealth Advisors, LLC 0.71% Reduce -2.4% 6,344 $1.9M
626 Financial, LLC 0.75% Reduce -1.8% 6,343 $1.9M
Sunflower Bank, N.A. 0.46% Reduce -15.9% 6,338 $1.9M
St Germain D J Co. Inc. 0.07% Add +4.5% 6,338 $1.9M
Trek Financial, LLC 0.09% Add +313.8% 6,315 $1.9M
Saxon Interests, Inc. 0.52% Reduce -42.2% 6,305 $1.9M
Fisher Asset Management 0.00% Reduce -6.3% 6,298 $1.9M
Fort Point Capital Partners LLC 0.20% Add +0.1% 6,294 $1.9M
Farmers National Bank 0.39% Reduce -4.6% 6,283 $1.9M
MV Capital Management, Inc. 0.17% Reduce -0.8% 6,262 $1.9M
Intrepid Financial Planning Group LLC 0.64% Reduce -4.2% 6,256 $1.9M
Deroy & Devereaux Private Investment Counsel Inc. 0.08% No change 6,244 $1.9M
Planned Solutions, Inc. 0.54% Reduce -0.1% 6,235 $1.9M
Boston Family Office LLC 0.11% Add +0.1% 6,223 $1.9M
Cambridge Advisors Inc. 0.32% No change 6,217 $1.9M
Fonville Wealth Management LLC 0.30% Add +0.4% 6,214 $1.9M
Fosun International Ltd 0.45% Add +0.4% 6,208 $1.9M
Hickory Point Bank & Trust 1.12% Reduce -0.4% 6,159 $1.9M
Miller Investment Management, LP 0.17% No change 6,138 $1.8M
Garda Capital Partners LP 1.31% New 6,130 $1.8M
Allie Family Office LLC 0.68% No change 6,118 $1.8M
Capital Advisors Inc. 0.03% Add +7.7% 6,116 $1.8M
Steel Grove Capital Advisors, LLC 0.17% Reduce -0.5% 6,114 $1.8M
Fortis Capital Advisors, LLC 0.21% Add +281.9% 6,107 $1.8M
Nordwand Advisors, LLC 0.28% Add +9.9% 6,105 $1.8M
First Trust Advisors LP 0.00% Add +7.1% 6,104 $1.8M
Ruggiero Investments, Inc. 1.56% Reduce -7.8% 6,098 $1.8M
IF Advisors, LLC 1.20% Reduce -0.2% 6,088 $1.8M
Moody LYNN Lieberson & Walker, LLC 0.10% Add +17.4% 6,077 $1.8M
Koshinski Asset Management, Inc. 0.10% Reduce -0.7% 6,063 $1.8M
May Hill Capital, LLC 0.38% Reduce -3.8% 6,061 $1.8M
Compass Financial Management LLC 0.22% — 6,030 $1.8M
Chevy Chase Trust Holdings, LLC 0.00% Add +0.8% 6,042 $1.8M
Kelly Financial Group LLC 0.40% Reduce -2.2% 6,034 $1.8M
Atticus Wealth Management, LLC 0.43% Reduce -0.1% 5,989 $1.8M
STAR Financial Bank 0.73% Add +45.9% 5,963 $1.8M
Archford Capital Strategies, LLC 0.18% Reduce -0.9% 5,958 $1.8M
Keating Financial Advisory Services, Inc. 0.24% Add +1.8% 5,951 $1.8M
Lunt Capital Management, Inc. 0.65% Reduce -3.5% 5,935 $1.8M
Highland Capital Management, LLC 0.08% Reduce -0.2% 5,934 $1.8M
Westwood Holdings Group Inc. 0.01% Add +3.3% 5,918 $1.8M
Bayesian Capital Management, LP 1.13% New 5,900 $1.8M
Bernard Wealth Management Corp. 0.65% Reduce -0.9% 5,881 $1.8M
Tortoise Investment Management, LLC 0.13% No change 5,872 $1.8M
Regal Investment Advisors LLC 0.09% Add +1.0% 5,865 $1.8M
Madison Asset Management, LLC 0.02% No change 5,855 $1.8M
Victory Financial Group, LLC 0.18% Add +7.3% 5,840 $1.8M
Eagle Harbor Asset Management Inc. 1.38% Reduce -0.2% 5,836 $1.8M
Caliber Wealth Management, LLC / KS 0.17% Reduce -3.3% 5,799 $1.7M
Choate Investment Advisors 0.03% Reduce -3.9% 5,796 $1.7M
Ellenbecker Investment Group 0.20% Reduce -0.5% 5,792 $1.7M
StoneX Group Inc. 0.07% Reduce -48.0% 5,766 $1.7M
Runnymede Capital Advisors, Inc. 1.03% Add +0.8% 5,766 $1.7M
Brian Low Financial Group, LLC 1.01% Add +3.8% 5,764 $1.7M
Huntleigh Advisors, Inc. 0.24% Add +0.5% 5,759 $1.7M
Morris Financial Concepts, Inc. 0.53% Reduce -0.7% 5,757 $1.7M
Meridian Wealth Advisors, LLC 0.20% Add +22.8% 5,731 $1.7M
Genus Capital Management Inc. 0.17% Add +134.7% 5,723 $1.7M
Guyasuta Investment Advisors Inc. 0.09% No change 5,717 $1.7M
BlueCrest Capital Management Ltd 0.08% New 5,666 $1.7M
Objective Capital Management, LLC 1.50% Reduce -2.3% 5,611 $1.7M
Wealth Alliance, LLC 0.14% New 5,609 $1.7M
Aegis Wealth Management LLC 0.79% Reduce -55.5% 5,600 $1.7M
Wealthfront Advisers LLC 0.00% Reduce -1.3% 5,597 $1.7M
Rothschild Wealth LLC 0.13% Add +97.2% 5,597 $1.7M
Gradient Capital Advisors, LLC 0.39% No change 5,584 $1.7M
Keel Point, LLC 0.10% Reduce -5.7% 5,579 $1.7M
Well Done, LLC 0.22% Add +0.2% 5,558 $1.7M
Betterment LLC 0.00% Add +3.0% 5,532 $1.7M
JSF Financial, LLC 0.27% Add +35.7% 5,512 $1.7M
Community Bank, N.A. 0.18% Reduce -2.3% 5,506 $1.7M
Baltimore-Washington Financial Advisors, Inc. 0.06% Reduce -0.4% 5,503 $1.7M
Adapt Wealth Advisors, LLC 0.54% Reduce -3.2% 5,502 $1.7M
Bare Financial Services, Inc 0.38% Reduce -1.4% 5,498 $1.7M
LCNB Corp. 0.51% Add +1.4% 5,489 $1.6M
Pictet Asset Management Holding SA 0.00% New 5,480 $1.6M
LCW Services, LLC 0.71% Add +0.2% 5,464 $1.6M
1492 Capital Management LLC 0.48% Reduce -65.4% 5,457 $1.6M
Aprio Wealth Management, LLC 0.08% No change 5,414 $1.6M
Savior LLC 4.66% Add +3.7% 5,409 $1.6M
Argentarii, LLC 0.49% No change 5,374 $1.6M
AmeriServ Wealth Advisors 1.08% Reduce -15.8% 5,378 $1.6M
Naples Global Advisors, LLC 0.10% Add +7.1% 5,365 $1.6M
Financial Life Planners 1.04% Add +166.3% 5,363 $1.6M
Rollins Financial Advisors, LLC 0.21% Add +82.5% 5,356 $1.6M
Ancora Advisors LLC 0.03% Reduce -11.2% 5,351 $1.6M
Shapiro Capital Management LLC 0.10% Add +114.0% 5,350 $1.6M
Intrua Financial, LLC 0.15% Reduce -58.7% 5,345 $1.6M
Calamos Wealth Management LLC 0.05% Add +22.4% 5,338 $1.6M
Tsfg, LLC 0.20% Reduce -14.8% 5,329 $1.6M
TMB Capital Partners, LLC 0.50% Add +0.0% 5,320 $1.6M
Providence First Trust Co 0.45% Add +35.4% 5,309 $1.6M
Signaturefd, LLC 0.02% Add +22.9% 5,298 $1.6M
Matrix Private Capital Group LLC 0.69% Add +1.6% 5,286 $1.6M
Cardiff Park Advisors, LLC 0.12% Reduce -0.6% 5,277 $1.6M
Ethic Inc. 0.02% New 5,269 $1.6M
RB Capital Management, LLC 0.32% Reduce -40.9% 5,268 $1.6M
IMA Advisory Services, Inc. 0.10% New 5,256 $1.6M
Pitti Group Wealth Management, LLC 1.14% Add +0.5% 5,219 $1.6M
Ballast Rock Private Wealth LLC 0.72% No change 5,213 $1.6M
Neumann Capital Management, LLC 1.03% No change 5,208 $1.6M
Worth Asset Management, LLC 0.50% Reduce -1.3% 5,207 $1.6M
Fiduciary Alliance LLC 0.11% Reduce -0.4% 5,175 $1.6M
Compass Ion Advisors, LLC 0.13% Reduce -0.6% 5,174 $1.6M
Stillwater Capital Advisors, LLC 0.16% Reduce -0.1% 5,173 $1.6M
Signature Estate & Investment Advisors LLC 0.03% Add +3.1% 5,172 $1.6M
Baldwin Wealth Partners LLC 0.10% No change 5,162 $1.6M
Stephenson & Company, Inc. 0.73% Reduce -3.5% 5,158 $1.5M
Old North State Trust, LLC 0.79% Reduce -1.0% 5,145 $1.5M
Stonebridge Capital Advisors LLC 0.10% No change 5,145 $1.5M
Gambit Capital Management, LLC 0.90% Reduce -1.5% 5,134 $1.5M
Capital Investment Advisors, LLC 0.02% Add +4.2% 5,118 $1.5M
Northeast Investment Management 0.06% Add +185.5% 5,110 $1.5M
MWA Asset Management 0.69% Reduce -1.5% 5,103 $1.5M
CVFG LLC 0.16% Add +5.6% 5,089 $1.5M
BG Investment Services, LLC 1.10% Reduce -5.5% 5,078 $1.5M
Allegheny Financial Group 0.16% Reduce -0.1% 5,072 $1.5M
Eq LLC 0.37% Reduce -3.4% 5,071 $1.5M
Mechanics Bank Trust Department 0.19% Add +49.4% 5,070 $1.5M
Earnest Partners LLC 0.01% Reduce -57.7% 5,054 $1.5M
Plum Street Advisors, LLC 0.48% Reduce -23.8% 5,052 $1.5M
Aegis Wealth Management, Inc. 0.98% Add +3.4% 5,049 $1.5M
Whitegate Investment Counselors, Inc. 0.43% No change 5,038 $1.5M
Alamea Verwaltungs GmbH 1.21% No change 5,025 $1.5M
Smartleaf Asset Management LLC 0.05% No change 5,043 $1.5M
Galilei Investment Office LLP 0.69% No change 5,000 $1.5M
Neumeier Poma Investment Counsel LLC 0.10% New 5,000 $1.5M
Radnor Capital Management, LLC 0.21% Reduce -0.2% 4,998 $1.5M
DSG Capital Advisors, LLC 0.21% No change 5,099 $1.5M
Obermeyer Wealth Partners 0.06% No change 4,992 $1.5M
Penobscot Wealth Management 0.40% Add +1.6% 4,983 $1.5M
Intrust Bank NA 0.11% No change 4,982 $1.5M
Evanson Financial, LLC 0.07% — 4,980 $1.5M
Fragasso Financial Advisors Inc 0.08% Add +0.8% 4,970 $1.5M
Chartist Inc. 0.93% No change 4,965 $1.5M
Teachers Insurance & Annuity Association of America 1.65% Reduce -1.1% 4,964 $1.5M
First Nebraska Trust Co 0.12% No change 4,963 $1.5M
CENTRAL TRUST Co 0.03% Reduce -1.0% 4,961 $1.5M
Camelot Technology Advisors, Inc. 1.02% Add +0.2% 4,958 $1.5M
Weaver Consulting Group 0.31% Reduce -2.2% 4,953 $1.5M
1900 Wealth Management LLC 0.08% Reduce -0.2% 4,950 $1.5M
First Business Financial Services, Inc. 0.12% No change 4,950 $1.5M
HCR Wealth Advisors 0.13% Reduce -2.4% 4,930 $1.5M
Cannell & Spears LLC 0.03% No change 4,930 $1.5M
Azimuth Capital Investment Management LLC 0.05% Reduce -0.2% 4,909 $1.5M
Clear Wave Wealth Management LLC 0.33% Reduce -1.6% 4,898 $1.5M
MBL Wealth, LLC 0.10% Reduce -21.9% 4,890 $1.5M
Perennial Investment Advisors, LLC 0.10% Reduce -1.0% 4,887 $1.5M
Aurelius Family Office LLC 0.57% Reduce -3.8% 4,848 $1.5M
Kathmere Capital Management, LLC 0.08% Add +88.3% 4,843 $1.5M
Mgo One Seven LLC 0.02% Add +1.0% 4,832 $1.5M
Bragg Financial Advisors, Inc 0.04% Add +9.0% 4,778 $1.4M
Excalibur Management Corp. 0.47% Reduce -0.3% 4,778 $1.4M
Alpha Advisors, LLC 1.08% Add +3.0% 4,766 $1.4M
Balboa Wealth Partners 0.19% Reduce -55.8% 4,763 $1.4M
Parthenon LLC 0.15% No change 4,761 $1.4M
Schuylkill Financial LLC 1.32% — 4,756 $1.4M
Summit Financial Strategies, Inc. 0.10% Reduce -14.8% 4,744 $1.4M
Heritage Family Offices, LLP 0.55% Reduce -25.9% 4,741 $1.4M
Pacific Excel Wealth Advisors, Inc. 0.55% New 4,741 $1.4M
Rialto Wealth Management, LLC 0.28% Add +0.9% 4,738 $1.4M
AtlasMark Financial, Inc 0.70% No change 4,700 $1.4M
BigSur Wealth Management LLC 0.34% Add +74.1% 4,700 $1.4M
Pacific Financial Group Inc. 0.67% Reduce -2.5% 4,679 $1.4M
Philadelphia Trust Co. 0.09% Add +0.1% 4,672 $1.4M
Decision Investments, Inc. 1.28% Add +0.7% 4,671 $1.4M
William John Sempolinski 0.57% Reduce -3.1% 4,668 $1.4M
DBK Financial Counsel, LLC 1.17% Reduce -41.0% 4,657 $1.4M
Impact Capital Partners LLC 0.38% New 4,651 $1.4M
Maridea Wealth Management LLC 0.15% Add +217.9% 4,628 $1.4M
Magnolia Capital Advisors LLC 0.24% Add +2.5% 4,626 $1.4M
Sageworth Trust Co of South Dakota 0.86% Reduce -38.6% 4,624 $1.4M
Gainline Financial Partners, LLC 1.29% — 4,611 $1.4M
Caldwell Trust Co 0.11% Add +2.2% 4,600 $1.4M
Cadent Capital Advisors, LLC 0.29% New 4,600 $1.4M
Platform Technology Partners 0.23% Add +0.1% 4,582 $1.4M
Pinnacle Family Advisors, LLC 0.57% New 4,560 $1.4M
Sepio Capital, LP 0.07% Reduce -1.5% 4,533 $1.4M
Financial Perspectives, Inc 0.33% Add +4.4% 4,520 $1.4M
Richard W. Paul & Associates, LLC 0.41% Reduce -3.4% 4,510 $1.4M
Proffitt & Goodson Inc. 0.19% Reduce -9.4% 4,502 $1.4M
Ironwood Investment Counsel, LLC 0.18% Reduce -6.8% 4,497 $1.4M
Core Wealth Advisors, Inc. 0.27% Reduce -0.5% 4,489 $1.3M
Tranquility Partners, LLC 0.46% Reduce -0.4% 4,481 $1.3M
Synergy Asset Management, LLC 0.13% New 4,474 $1.3M
Legal & General Group Plc 0.00% Add +53.5% 4,450 $1.3M
Next Capital Management LLC 0.36% Reduce -2.3% 4,448 $1.3M
Wellspring Financial Advisors, LLC 0.09% Reduce -0.7% 4,448 $1.3M
Global Financial Private Client, LLC 0.36% Add +0.1% 4,446 $1.3M
Shelton Capital Management 0.02% Reduce -51.5% 4,441 $1.3M
Zions Bancorporation, National Association 0.08% No change 4,438 $1.3M
Brady Family Wealth, LLC 0.38% No change 4,424 $1.3M
Realta Investment Advisors 0.41% Reduce -8.3% 4,417 $1.3M
White Pine Capital LLC 0.31% Add +0.5% 4,405 $1.3M
Fort Sheridan Advisors LLC 0.14% No change 4,395 $1.3M
Moisand Fitzgerald Tamayo, LLC 0.13% Reduce -2.1% 4,387 $1.3M
First Financial Corp. 0.46% Reduce -0.2% 4,381 $1.3M
Middleton & Co. Inc. 0.14% Reduce -9.3% 4,379 $1.3M
Parker Financial LLC 0.48% Reduce -1.0% 4,379 $1.3M
PUREfi Wealth, LLC 0.72% Add +3.4% 4,378 $1.3M
NBH Bank 0.55% — 4,367 $1.3M
Cove Private Wealth, LLC 0.25% Add +102.4% 4,363 $1.3M
McClarren Financial Advisors, Inc. 0.68% Reduce -3.0% 4,362 $1.3M
Kercheville Advisors, LLC 0.40% New 4,360 $1.3M
Barbara Oil Co. 0.44% New 4,330 $1.3M
Vista Capital Partners, Inc. 0.11% No change 4,340 $1.3M
CacheTech Inc. 0.21% Add +0.3% 4,339 $1.3M
New Republic Capital, LLC 0.30% Add +36.8% 4,332 $1.3M
Sightline Wealth Advisors, LLC 0.48% Add +0.2% 4,327 $1.3M
Addison Capital Co 0.21% Reduce -7.8% 4,327 $1.3M
Allstate Corp. 0.01% New 4,324 $1.3M
Morton Brown Family Wealth, LLC 0.29% Reduce -0.7% 4,314 $1.3M
Collective Family Office LLC 0.26% Add +0.0% 4,310 $1.3M
Pachira Investments Inc. 0.49% No change 4,306 $1.3M
Vontobel Holding Ltd. 0.00% Reduce -94.5% 4,304 $1.3M
Colorado Capital Management, Inc. 0.44% Reduce -14.6% 4,291 $1.3M
Live Oak Private Wealth LLC 0.16% No change 4,289 $1.3M
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.41% Reduce -0.3% 4,379 $1.3M
Waystone Advisors LLC 0.96% Add +16.1% 4,277 $1.3M
Total Clarity Wealth Management, Inc. 0.25% Add +34.8% 4,261 $1.3M
Aft, Forsyth & Company, Inc. 0.62% No change 4,259 $1.3M
Cherry Tree Wealth Management, LLC 0.24% Reduce -3.3% 4,253 $1.3M
Clear Harbor Asset Management, LLC 0.08% Add +60.7% 4,253 $1.3M
NorthCrest Asset Manangement, LLC 0.03% Add +41.5% 4,284 $1.3M
Mattern Wealth Management LLC 0.21% Add +0.4% 4,237 $1.3M
Garde Capital, Inc. 0.06% Reduce -7.7% 4,237 $1.3M
Petix & Botte Co 0.25% Add +60.8% 4,202 $1.3M
Lutz Financial Services LLC 0.08% No change 4,200 $1.3M
Heartwood Wealth Advisors LLC 0.10% Reduce -1.8% 4,186 $1.3M
PGIM Custom Harvest LLC 0.02% Add +2.9% 4,176 $1.3M
General Partner, Inc. 0.68% No change 4,176 $1.3M
American National Bank & Trust 0.11% Reduce -0.6% 4,172 $1.3M
Chicago Capital, LLC 0.03% Reduce -0.8% 4,164 $1.3M
Verus Capital Partners, LLC 0.07% Reduce -1.2% 4,163 $1.3M
Key Financial Inc 0.20% Reduce -2.8% 4,159 $1.2M
Roan Capital Partners 1.03% Reduce -24.4% 4,148 $1.2M
Atlas Brown,Inc. 0.33% Reduce -2.3% 4,148 $1.2M
Elgethun Capital Management 0.17% No change 4,129 $1.2M
Bond & Devick Financial Network, Inc. 0.31% No change 4,127 $1.2M
Roman Butler Fullerton & Co. 0.29% Reduce -4.0% 4,189 $1.2M
Seneca House Advisors 0.43% Reduce -1.0% 4,083 $1.2M
Roundview Capital LLC 0.07% Add +2.1% 4,081 $1.2M
Verum Partners LLC 0.18% Reduce -9.9% 4,073 $1.2M
Cantor Fitzgerald Investment Advisors L.P. 0.08% Reduce -1.8% 4,053 $1.2M
Cambridge Financial Group, LLC 0.38% Reduce -18.9% 4,047 $1.2M
Grantvest Financial Group LLC 0.70% Add +83.0% 4,042 $1.2M
Orin Green Financial, LLC 0.45% Reduce -0.2% 4,041 $1.2M
GAMMA Investing LLC 0.05% Add +0.6% 4,040 $1.2M
Insight Advisors, LLC/ PA 0.21% Reduce -9.6% 4,028 $1.2M
Monograph Wealth Advisors, LLC 0.10% No change 4,015 $1.2M
Permanent Capital Management, LP 0.16% Reduce -4.6% 4,007 $1.2M
Advance Capital Management, Inc. 0.04% Reduce -1.4% 4,005 $1.2M
Montgomery Investment Management Inc. 0.36% No change 4,000 $1.2M
Marex Group Ltd 0.01% New 4,000 $1.2M
Presidio Capital Management, LLC 0.30% Reduce -0.2% 3,978 $1.2M
Oak Barrel Wealth Advisory LLC 0.53% — 3,974 $1.2M
McAdam, LLC 0.05% Add +9.6% 3,964 $1.2M
Blue Sky Capital Consultants Group, Inc. 0.51% Reduce -6.0% 3,964 $1.2M
WealthPlan Investment Management, LLC 0.06% Reduce -2.2% 3,956 $1.2M
Westfuller Advisors, LLC 0.43% Add +31.1% 3,952 $1.2M
Pinnacle Bancorp, Inc. 0.31% Reduce -1.1% 3,941 $1.2M
Lowery Thomas, LLC 0.58% Reduce -1.3% 3,933 $1.2M
MidAtlantic Capital Management, Inc. 0.73% No change 3,933 $1.2M
MainStreet Investment Advisors LLC 0.16% Reduce -2.0% 3,927 $1.2M
Strategic Blueprint, LLC 0.06% Add +1.9% 3,917 $1.2M
Wellington Shields Capital Management, LLC 0.15% Add +85.2% 3,913 $1.2M
Davis Investment Partners, LLC 0.36% No change 3,909 $1.2M
Saxony Capital Management, LLC 0.54% Reduce -66.2% 3,902 $1.2M
Rf&l Wealth Management, LLC 0.79% Reduce -2.0% 3,901 $1.2M
KFA Private Wealth Group, LLC 0.28% Add +145.5% 3,899 $1.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.01% Add +14.7% 3,898 $1.2M
Flagship Private Wealth, LLC 0.41% Add +1.7% 3,897 $1.2M
Stage Harbor Financial, LLC 0.68% No change 3,889 $1.2M
Total Investment Management Inc. 0.12% Reduce -1.0% 4,006 $1.2M
Tyche Wealth Partners LLC 0.16% Reduce -4.7% 3,881 $1.2M
IFC Advisors LLC 0.15% Add +58.2% 3,872 $1.2M
Vanguard Advisers Inc. 0.00% Add +6.1% 3,867 $1.2M
Cape Ann Savings Bank 0.55% Reduce -17.1% 3,867 $1.2M
BridgePort Financial Solutions, LLC 0.30% Add +5.2% 3,867 $1.2M
Palisades Hudson Asset Management, L.P. 0.41% Add +0.0% 3,863 $1.2M
Francis Financial, Inc. 0.19% Add +12.3% 3,864 $1.2M
Perkins Coie Trust Co 0.19% Add +24.1% 3,855 $1.2M
EverSource Wealth Advisors, LLC 0.04% Reduce -25.1% 3,854 $1.2M
Colonial Trust Advisors 0.08% Reduce -0.2% 3,839 $1.2M
Townsend Asset Management Corp. /NC/ 0.37% Reduce -0.5% 3,834 $1.2M
Brown, Lisle/Cummings, Inc. 0.26% No change 3,824 $1.1M
Northwest Wealth Management, LLC 0.15% No change 3,816 $1.1M
Warner Group LLC 0.28% Add +97.3% 3,810 $1.1M
Narus Financial Partners, LLC 0.29% Reduce -1.0% 3,804 $1.1M
Black Swift Group, LLC 0.17% New 3,800 $1.1M
Broadview Financial Management, LLC 0.70% Reduce -1.1% 3,793 $1.1M
Lexington Hill Partners, LLC 0.55% Reduce -59.8% 3,791 $1.1M
Sprinkle Financial Consultants LLC 0.44% Add +5.3% 3,771 $1.1M
New England Asset Management Inc. 0.14% No change 3,770 $1.1M
Uptown Financial Advisors LLC 0.83% Reduce -0.2% 3,752 $1.1M
WESPAC Advisors, LLC 0.55% Add +130.1% 3,749 $1.1M
Blue Trust, Inc. 0.01% Reduce -28.3% 3,739 $1.1M
Investment Partners, LTD. 0.35% Add +0.0% 3,724 $1.1M
Guardian Financial Partners, LLC 0.44% Reduce -6.3% 3,724 $1.1M
J.Safra Asset Management Corp 0.05% Reduce -2.8% 3,723 $1.1M
Navigation Group, LLC 0.22% No change 3,701 $1.1M
Churchill Financial Advisors, LLC 0.21% No change 3,699 $1.1M
Petros Family Wealth, LLC 0.68% Reduce -4.0% 3,699 $1.1M
Dana Investment Advisors, Inc. 0.03% Add +5.5% 3,681 $1.1M
Flagship Harbor Advisors, LLC 0.04% Add +0.3% 3,663 $1.1M
First International Bank of Israel Ltd. 0.30% Add +15.1% 3,660 $1.1M
Schneider Downs Wealth Management Advisors, LP 0.10% No change 3,642 $1.1M
Integrated Investment Consultants, LLC 0.22% Reduce -7.6% 3,638 $1.1M
B & T Capital Management DBA Alpha Capital Management 0.14% Reduce -31.6% 3,634 $1.1M
D L Carlson Investment Group Inc. 0.17% Reduce -14.1% 3,632 $1.1M
FDx Advisors, Inc. 0.33% Reduce -5.5% 3,626 $1.1M
Cooper/Haims Advisors, LLC 0.47% No change 3,623 $1.1M
Kintra Wealth, LLC 0.06% Add +2.7% 3,582 $1.1M
L & S Advisors Inc 0.11% Add +0.0% 3,614 $1.1M
Roehl & Yi Investment Advisors, LLC 0.36% No change 39,429 $1.1M
Libra Wealth LLC 0.28% Reduce -4.4% 3,610 $1.1M
State Board of Administration of Florida Retirement System 0.00% Reduce -56.8% 3,609 $1.1M
Highland Investment Advisors LLC 0.47% — 3,607 $1.1M
Andrews, Lucia Wealth Management LLC 0.57% No change 3,595 $1.1M
Procyon Advisors, LLC 0.05% Add +10.0% 3,571 $1.1M
Fortem Financial Group, LLC 0.22% Add +1.7% 3,569 $1.1M
SeaBridge Investment Advisors LLC 0.15% Add +57.8% 3,551 $1.1M
Autumn Glory Partners, LLC 0.30% No change 3,545 $1.1M
Breakwater Capital Group 0.13% Reduce -0.4% 3,544 $1.1M
Primoris Wealth Advisors, LLC 0.49% Add +27.9% 3,544 $1.1M
MB Generational Wealth, LLC 0.52% Add +8.3% 3,544 $1.1M
Resurgent Financial Advisors LLC 0.30% Add +7.5% 3,543 $1.1M
W.H. Cornerstone Investments Inc. 0.60% Add +56.5% 3,531 $1.1M
Clark Asset Management, LLC 0.08% Add +5.2% 3,520 $1.1M
Lakeshore Capital Group, Inc. 0.78% Reduce -1.5% 3,504 $1.1M
Thoroughbred Financial Services, LLC 0.05% Add +0.1% 3,503 $1.1M
Alerus Financial NA 0.05% Reduce -0.6% 3,501 $1.1M
Private Management Group Inc. 0.03% Reduce -0.6% 3,499 $1.1M
SBI Securities Co., Ltd. 0.02% Reduce -1.3% 3,499 $1.1M
Wealth Care LLC 0.85% Add +0.1% 3,498 $1.1M
First Manhattan Co. Llc. 0.00% Add +15.5% 3,491 $1.0M
Occidental Asset Management, LLC 0.10% No change 3,488 $1.0M
HFG Advisors, Inc. 0.65% Reduce -5.0% 3,486 $1.0M
Thomasville National Bank 0.06% — 3,485 $1.0M
Gateway Wealth Partners, LLC 0.06% Reduce -30.6% 3,470 $1.0M
Baker Avenue Asset Management, LP 0.02% Add +15.2% 3,445 $1.0M
American Financial Advisors, LLC 0.12% Reduce -2.6% 3,427 $1.0M
Ofc Financial Planning, LLC 0.91% No change 3,413 $1.0M
Bill Few Associates, Inc. 0.22% Reduce -3.8% 3,413 $1.0M
Hennion & Walsh Asset Management, Inc. 0.03% Add +0.9% 3,401 $1.0M
Evensky & Katz LLC 0.05% Reduce -3.7% 3,399 $1.0M
Navalign, LLC 0.24% Reduce -5.4% 3,396 $1.0M
SC&H Financial Advisors, Inc. 0.14% Add +0.1% 3,395 $1.0M
Power Wealth Management LLC 0.35% Reduce -3.1% 3,392 $1.0M
Elm Partners Management LLC 0.04% Reduce -18.3% 3,390 $1.0M
State of Alaska, Department of Revenue 0.01% Reduce -44.7% 3,386 $1.0M
Noble Family Wealth, LLC 0.18% No change 3,381 $1.0M
FNY Investment Advisers, LLC 0.37% New 3,375 $1.0M
Wealth Dimensions Group, Ltd. 0.18% Reduce -0.9% 3,373 $1.0M
Vident Advisory, LLC 0.01% Reduce -64.3% 3,368 $1.0M
New England Professional Planning Group Inc. 0.38% Add +0.0% 3,366 $1.0M
Missouri Trust & Investment Co 0.27% No change 3,462 $1.0M
Canopy Partners, LLC 0.30% No change 3,355 $1.0M
Elite Financial, Inc. 0.41% Reduce -9.4% 3,357 $1.0M
Johnson & White Wealth Management, LLC 0.38% Add +4.3% 3,349 $1.0M
Fermata Advisors, LLC 0.20% Reduce -2.6% 3,344 $1.0M
Thrive Wealth Management, LLC 0.13% Reduce -4.4% 3,341 $1.0M
Summitry LLC 0.03% New 3,340 $1.0M
Van Cleef Asset Management,Inc 0.10% Reduce -4.9% 3,332 $1.0M
Heritage Trust Co 0.09% Add +3.0% 3,320 $997K
Sax Wealth Advisors, LLC 0.04% Add +79.3% 4,018 $997K
World Equity Group, Inc. 0.22% Reduce -2.0% 3,316 $996K
Millstone Evans Group, LLC 0.54% Reduce -4.2% 3,305 $993K
Okabena Investment Services Inc. 0.18% Add +1.3% 3,301 $992K
First Bank & Trust 0.15% Reduce -5.8% 3,301 $992K
Seven Mile Advisory 0.67% No change 3,300 $991K
Cultivar Capital, Inc. 0.64% Add +1.3% 3,290 $988K
Sentry LLC 0.28% Reduce -0.8% 3,283 $986K
Sentinel Wealth Management, Inc. 0.70% No change 3,283 $986K
Intellectus Partners, LLC 0.17% Reduce -0.3% 3,281 $986K
Baron Wealth Management LLC 0.26% Reduce -0.2% 3,278 $985K
Milestone Asset Management, LLC 0.15% Add +54.9% 3,276 $985K
High Probability Advisors, LLC 0.11% No change 3,275 $984K
Cassaday & Co Wealth Management LLC 0.02% Reduce -11.6% 3,262 $980K
Lionshead Wealth Management, LLC 0.63% Reduce -0.8% 3,252 $977K
a16z Perennial Management, L.P. 0.08% New 3,250 $976K
Sapient Capital LLC 0.01% Add +4.4% 3,244 $975K
Curated Wealth Partners LLC 0.11% New 3,239 $973K
Woodmont Investment Counsel LLC 0.05% Reduce -0.8% 3,234 $972K
Horrell Capital Management, Inc. 0.44% No change 3,221 $968K
Stratos Investment Management, LLC 0.03% Reduce -1.8% 3,209 $964K
Indivisible Partners 0.05% New 3,205 $963K
Cedar Wealth Management, LLC 0.25% No change 3,197 $961K
Sachetta, LLC 0.47% Add +0.1% 3,194 $960K
Center for Financial Planning, Inc. 0.09% Reduce -0.3% 3,194 $960K
Mystic Asset Management, Inc. 0.20% Reduce -6.4% 3,187 $958K
McGuire Investment Group, LLC 0.08% No change 3,185 $957K
Agate Pass Investment Management, LLC 0.35% Reduce -3.2% 3,183 $956K
TritonPoint Partners, LLC 0.08% Add +148.9% 3,178 $955K
NWK Group, Inc. 0.29% Reduce -3.4% 3,169 $952K
RPG Investment Advisory, LLC 0.10% Reduce -2.6% 3,165 $951K
Bearing Point Capital, LLC 0.13% Reduce -1.1% 3,160 $949K
Biltmore Family Office, LLC 0.12% No change 3,158 $949K
Winthrop Advisory Group LLC 0.06% Add +26.2% 3,147 $946K
Ticino Wealth 0.30% Reduce -61.4% 3,147 $946K
Howard Wealth Management, LLC 0.35% Reduce -0.7% 3,132 $941K
Beese Fulmer Investment Management, Inc. 0.05% No change 3,118 $937K
Herbst Group, LLC 0.51% Reduce -70.0% 3,113 $935K
CRA Financial Services, LLC 0.11% Reduce -0.2% 3,109 $934K
Proficio Capital Partners LLC 0.03% Add +27.4% 3,107 $934K
Chesley Taft & Associates LLC 0.04% No change 3,106 $933K
Accel Wealth Management 0.21% Reduce -4.3% 3,104 $933K
Beaton Management Co. Inc. 0.38% No change 3,099 $931K
Certified Advisory Corp 0.08% Add +3.1% 3,097 $931K
Private Wealth Group, LLC 0.36% No change 3,091 $929K
JDM Financial Group LLC 0.32% Reduce -0.4% 3,090 $928K
Pioneer Trust Bank N A 0.21% No change 3,085 $927K
Forum Financial Management, LP 0.01% Reduce -5.3% 3,084 $927K
First County Bank 0.44% Reduce -2.1% 3,081 $926K
Dearborn Partners LLC 0.05% No change 3,079 $925K
Welch Group, LLC 0.03% Reduce -2.7% 3,077 $924K
K.J. Harrison & Partners Inc 0.13% Reduce -66.0% 3,076 $924K
Crusonia Wealth Advisors LLC 0.15% New 3,072 $923K
Advisortrust Partners, LLC 0.32% Reduce -1.6% 3,071 $923K
Columbia Bank 0.21% Add +24.6% 3,061 $920K
Macquarie Group Ltd. 0.00% New 3,060 $919K
Coastwise Capital Group, LLC 0.53% Reduce -6.5% 3,057 $918K
Gilpin Wealth Management, LLC 0.63% Reduce -0.5% 3,053 $917K
Stronghold Wealth Management L.L.C. 1.23% Add +2.2% 3,050 $916K
FSM Wealth Advisors, LLC 0.10% Add +0.2% 3,047 $916K
Windsor Capital Management, LLC 0.24% Reduce -0.6% 3,041 $914K
Penn Capital Management Company, LLC 0.06% Reduce -52.8% 3,036 $912K
Cascade Financial Partners, LLC 0.08% Reduce -6.2% 3,020 $907K
Richards, Merrill & Peterson, Inc. 0.29% Reduce -5.8% 3,012 $905K
Gen-Wealth Partners Inc 0.25% No change 3,012 $905K
Gilliland Jeter Wealth Management LLC 0.24% No change 3,004 $903K
Prime Buchholz LLC 0.33% New 3,001 $902K
DCF Advisers, LLC 0.24% No change 3,000 $901K
Willis Johnson & Associates, Inc. 0.05% Reduce -40.1% 2,999 $901K
Forza Wealth Management, LLC 0.28% No change 2,992 $899K
Arrowroot Family Office, LLC 0.26% Reduce -1.7% 2,989 $898K
Acima Private Wealth, LLC 0.26% Reduce -3.0% 2,988 $898K
First American Bank 0.05% Add +4.8% 2,986 $897K
VeraBank, N.A. 0.15% Reduce -3.2% 2,981 $896K
Townsquare Capital LLC 0.16% Add +3.2% 2,969 $892K
Ullmann Wealth Partners Group, LLC 0.08% Add +20.4% 2,968 $892K
Sovran Advisors, LLC 0.07% Add +7.8% 3,038 $891K
Huntington National Bank 0.01% Reduce -7.7% 2,958 $889K
Beta Wealth Group, Inc. 0.33% Reduce -1.5% 2,954 $888K
Independent Wealth Advisors LLC 0.80% Add +5.8% 2,953 $887K
O'Brien Greene & Co. Inc 0.24% No change 2,950 $886K
Ti-Trust, Inc. 0.47% No change 2,933 $881K
Plante Moran Financial Advisors, LLC 0.04% Add +5.0% 2,931 $881K
Stelac Advisory Services LLC 0.16% No change 2,931 $881K
Copia Wealth Management 0.53% Reduce -2.3% 2,923 $878K
Ballew Advisors, Inc 0.45% No change 2,951 $878K
Bank of New Hampshire 0.18% No change 2,920 $877K
Diversified Management Inc. 0.19% Reduce -1.3% 2,916 $876K
Washington Capital Management, Inc. 0.58% No change 2,910 $874K
Providence Financial Advisors, LLC 0.50% Reduce -2.6% 2,901 $871K
Integris Wealth Management, LLC 0.18% No change 2,890 $868K
Princeton Global Asset Management LLC 0.12% Add +0.5% 2,888 $868K
Vawter Financial, Ltd. 0.33% Reduce -1.6% 2,875 $864K
Tilson Financial Group, Inc. 0.24% Add +0.2% 2,875 $864K
Drexel Morgan & Co. 0.12% No change 2,866 $861K
Ironwood Financial, llc 0.13% Reduce -1.6% 2,934 $861K
Fortitude Family Office, LLC 0.17% No change 2,859 $859K
Rhumbline Advisers 0.00% Reduce -91.4% 2,857 $858K
Blodgett Wealth Advisors, LLC 0.57% Reduce -5.0% 2,845 $855K
Fell Capital Management 0.72% No change 2,845 $855K
Lee Danner & Bass Inc. 0.05% Reduce -8.3% 2,834 $851K
Ritholtz Wealth Management 0.01% Add +0.8% 2,829 $850K
M. Kraus & Co 0.23% No change 2,825 $849K
Golden State Wealth Management, LLC 0.08% Add +21.6% 2,821 $848K
Ritter Daniher Financial Advisory LLC / DE 0.13% Reduce -2.7% 2,817 $846K
Independent Wealth Network Inc. 0.22% Add +2.4% 2,816 $846K
Principle Wealth Partners LLC 0.04% Reduce -0.9% 2,801 $842K
NCM Capital Management, LLC 0.26% Reduce -0.7% 2,799 $841K
Xxi Wealth, LLC 0.39% Reduce -7.3% 2,794 $839K
Cyndeo Wealth Partners, LLC 0.04% Add +13.4% 2,794 $839K
Smith Salley Wealth Management 0.04% Reduce -15.2% 2,785 $837K
Blake Schutter Theil Wealth Advisors, LLC 0.56% No change 2,780 $835K
TBH Global Asset Management, LLC 0.15% Reduce -1.9% 2,770 $832K
Turtle Creek Wealth Advisors, LLC 0.04% Add +7.1% 2,759 $829K
Rockbridge Investment Management, LCC 0.07% Reduce -1.8% 2,755 $828K
Morse Asset Management, Inc 0.14% No change 2,745 $825K
Shoker Investment Counsel, Inc. 0.21% Add +0.1% 2,742 $824K
Mittelman Wealth Management 0.54% Reduce -78.4% 1,167 $823K
Onyx Bridge Wealth Group LLC 0.07% Reduce -26.3% 2,736 $822K
Capital Analysts, LLC 0.02% Reduce -1.4% 2,737 $822K
SkyOak Wealth, LLC 0.13% Reduce -0.1% 2,732 $821K
Frank, Rimerman Advisors LLC 0.05% No change 2,732 $821K
Goldstein Advisors, LLC 0.07% No change 2,728 $820K
BBR Partners, LLC 0.04% No change 2,722 $818K
Lazard Asset Management LLC 0.00% Reduce -61.1% 2,720 $817K
Tradewinds, LLC. 0.18% Add +73.0% 2,700 $816K
Capital Asset Advisory Services LLC 0.03% Add +3.1% 2,714 $816K
Ellis Investment Partners, LLC 0.12% Add +0.1% 2,713 $815K
Wealthgarden F.S. LLC 0.46% No change 2,708 $814K
Kohmann Bosshard Financial Services, LLC 0.07% Add +0.3% 2,707 $813K
NorthCoast Asset Management LLC 0.02% Reduce -48.3% 2,696 $810K
IAG Wealth Partners, LLC 0.08% Add +4.9% 2,692 $809K
Laurel Oak Wealth Management, LLC 0.12% Reduce -0.1% 2,676 $804K
Round Rock Advisors LLC 0.10% Reduce -1.3% 2,675 $804K
Murphy, Middleton, Hinkle & Parker, Inc. 0.33% Reduce -3.0% 2,663 $800K
Chilton Investment Co. Inc. 0.02% Add +30.3% 2,662 $800K
TAGStone Capital, Inc. 0.25% Reduce -2.8% 2,657 $798K
Bangor Savings Bank 0.06% Add +8.1% 2,657 $798K
Riverbridge Partners LLC 0.02% Add +21.1% 2,655 $798K
Madison Wealth Partners, Inc 0.10% Add +1.7% 2,654 $797K
Congress Asset Management Co. 0.00% No change 2,650 $796K
Trust Co. of Oklahoma 0.20% Add +41.3% 2,645 $795K
AAF Wealth Management, LLC 0.29% Reduce -0.0% 2,643 $794K
Hudson Portfolio Management LLC 0.60% Reduce -0.9% 2,640 $793K
Investment Partners Asset Management, Inc. 0.44% Reduce -1.5% 2,639 $793K
First American Trust, FSB 0.05% Reduce -0.3% 2,629 $790K
Richardson Financial Services Inc. 0.45% Reduce -9.8% 2,622 $788K
Private Capital Management, LLC 0.07% Reduce -6.1% 2,618 $787K
Lynch & Associates 0.14% No change 2,610 $784K
Linscomb Wealth, Inc. 0.03% Reduce -3.1% 2,609 $784K
Everhart Financial Group, Inc. 0.05% Add +1.0% 2,608 $783K
Clarkston Capital Partners, LLC 0.07% No change 2,600 $781K
Cedar Mountain Advisors, LLC 0.13% Reduce -36.0% 2,598 $781K
M1 Capital Management LLC 0.29% Add +2.0% 2,593 $779K
Advus Financial Partners, LLC 0.18% Reduce -13.4% 2,593 $779K
Mengis Capital Management, Inc. 0.12% No change 2,592 $779K
Guidance Point Advisors, LLC 0.17% Reduce -0.0% 2,577 $775K
Sard Wealth Management Group, LLC 0.37% Add +0.2% 2,576 $774K
Signal Advisors Wealth, LLC 0.04% Add +3.7% 2,572 $773K
OneAscent Financial Services LLC 0.04% Reduce -5.8% 2,572 $773K
Red Reef Advisors LLC 0.71% Reduce -14.2% 2,572 $773K
Endeavor Private Wealth, Inc. 0.19% Reduce -7.3% 2,565 $771K
Financial Management Network Inc. 0.11% Reduce -0.7% 2,619 $770K
Meramec Financial Planners, LLC 0.28% Add +4.8% 2,621 $768K
Smith Shellnut Wilson LLC 0.29% No change 2,550 $766K
Fiduciary Financial Advisors 0.08% New 2,542 $762K
Trilogy Capital Inc. 0.03% Reduce -19.8% 2,536 $762K
Sage Mountain Advisors LLC 0.05% Reduce -31.6% 2,532 $761K
Founders Financial Securities LLC 0.04% Add +6.6% 2,530 $760K
Insight 2811, Inc. 0.31% Reduce -3.0% 2,522 $758K
Inscription Capital, LLC 0.07% New 2,520 $757K
Baldwin Investment Management, LLC 0.07% Add +0.0% 2,519 $757K
Colter Lewis Investment Partners LLC 0.34% New 2,509 $754K
Shared Vision Wealth Group LLC 0.26% No change 2,507 $753K
Postrock Partners LLC 0.31% No change 2,506 $753K
Raab & Moskowitz Asset Management LLC 0.15% Add +1.8% 2,502 $752K
Defender Capital, LLC. 0.24% New 2,500 $751K
First City Capital Management, Inc. 0.37% Reduce -3.9% 2,497 $750K
Garrison Point Advisors, LLC 0.30% No change 2,497 $750K
First PREMIER Bank 0.12% No change 2,489 $748K
Vima LLC 0.74% — 2,488 $748K
JNBA Financial Advisors 0.06% Reduce -5.5% 2,486 $747K
Hohimer Wealth Management, LLC 0.08% No change 2,485 $747K
Woodside Wealth Management LLC 0.52% No change 2,480 $745K
Shepherd Financial Partners LLC 0.06% Reduce -4.2% 2,479 $745K
American Investment Services, Inc. 0.16% No change 2,477 $744K
Rossby Financial, LCC 0.14% Add +113.1% 2,476 $744K
Old Second National Bank of Aurora 0.14% No change 2,473 $743K
Discovery Capital Management, LLC / CT 0.03% No change 2,469 $742K
Canal Capital Management, LLC 0.09% Reduce -0.5% 2,465 $741K
Eagle Wealth Strategies LLC 0.28% No change 2,464 $740K
JGP Wealth Management, LLC 0.07% Reduce -2.6% 2,464 $740K
Journey Beyond Wealth, LLC 0.58% No change 2,458 $739K
Bigelow Investment Advisors, LLC 0.27% Reduce -1.3% 2,453 $737K
RDA Financial Network 0.16% Reduce -3.7% 2,444 $734K
East Coast Asset Management, LLC. 0.22% Reduce -0.7% 2,440 $733K
Mainsail Asset Management, LLC 0.29% Reduce -0.8% 2,490 $732K
Tiemann Investment Advisors, LLC 0.26% No change 2,412 $725K
Baker Ellis Asset Management LLC 0.08% No change 2,409 $724K
Earned Wealth Advisors, LLC 0.05% Reduce -36.8% 2,406 $723K
Bluesphere Advisors LLC 0.22% Add +19.6% 2,400 $721K
St. Clair Advisors, LLC 0.19% Reduce -80.3% 2,398 $720K
Waterloo Capital, L.P. 0.04% New 2,397 $720K
Buckhead Capital Management LLC 0.25% No change 2,396 $720K
RiverFront Investment Group, LLC 0.01% Add +40.4% 2,389 $718K
Rockwood Wealth Management, LLC 0.05% Add +40.9% 2,388 $717K
Berger Financial Group, Inc 0.04% Reduce -1.0% 2,384 $716K
Navis Wealth Advisors, LLC 0.27% Add +35.9% 2,380 $715K
Antonelli Financial Advisors, LLC 0.49% Reduce -4.7% 2,374 $713K
Rare Wolf Capital LLC 0.46% No change 2,371 $712K
Strategic Financial Concepts, LLC 0.21% Reduce -19.2% 2,369 $712K
Cornerstone Select Advisors, LLC 0.30% Add +23.1% 2,368 $712K
Cypress Capital Group 0.07% Reduce -1.3% 2,359 $709K
Regatta Research & Money Management 0.67% — 2,351 $705K
Kelman-Lazarov, Inc. 0.09% No change 2,346 $705K
Natural Investments, LLC 0.15% Add +57.5% 2,342 $703K
Inspire Advisors, LLC 0.05% Reduce -26.3% 2,326 $699K
CGN Advisors LLC 0.05% Add +0.4% 2,324 $698K
Washington Growth Strategies LLC 0.39% No change 2,323 $698K
MRP Capital Investments, LLC 0.51% Add +211.4% 2,320 $697K
DKM Wealth Management, Inc. 0.46% Reduce -0.6% 2,319 $697K
Tritonpoint Wealth, LLC 0.07% No change 2,308 $694K
Commonwealth Financial Services, LLC 0.09% Add +4.3% 2,299 $691K
Castellan Group 0.08% New 2,297 $690K
Carrera Capital Advisors 0.10% Reduce -0.7% 2,297 $690K
RMG Wealth Management LLC 0.07% Add +1.4% 2,279 $690K
Daybright Advisory Services, Inc. 0.16% Reduce -1.8% 2,364 $688K
Upper Left Wealth Management, LLC 0.38% Reduce -6.5% 2,290 $688K
Measured Risk Portfolios, Inc. 0.61% Reduce -0.7% 2,289 $688K
Beacon Capital Management, LLC 0.10% Add +13.2% 2,284 $686K
Arcus Capital Partners, LLC 0.28% Reduce -52.0% 2,283 $686K
Tucker Asset Management LLC 0.17% Add +127.1% 2,278 $684K
Optivise Advisory Services LLC 0.35% Reduce -1.3% 2,274 $683K
Sovereign Financial Group, Inc. 0.10% Reduce -3.4% 2,267 $681K
Brown Miller Wealth Management, LLC 0.17% Reduce -0.1% 2,266 $681K
V2 Financial group LLC 0.25% Reduce -14.7% 2,263 $680K
Argent Advisors, Inc. 0.17% Reduce -13.7% 2,260 $679K
Urban Financial Advisory Corp 0.19% Reduce -8.2% 2,259 $679K
Capital City Trust Co. 0.14% New 2,257 $678K
Compass Capital Corp. /Ma/ 0.22% Reduce -0.3% 2,227 $672K
Winthrop Capital Management, LLC 0.16% Reduce -10.2% 2,234 $671K
PVG Asset Management Corp. 0.39% Reduce -0.2% 2,231 $670K
Independent Advisor Alliance 0.02% Reduce -97.7% 2,221 $667K
Jackson Square Capital, LLC 0.09% Add +51.5% 2,219 $667K
City National Bank of Florida 0.28% New 2,216 $666K
Penney Financial, LLC 0.23% No change 2,203 $662K
Quent Capital, LLC 0.04% Add +22.4% 2,200 $661K
Bar Harbor Wealth Management 0.04% No change 2,198 $660K
Elyxium Wealth, LLC 0.07% Reduce -1.1% 2,196 $660K
Adell Harriman & Carpenter Inc. 0.03% Reduce -6.6% 2,191 $658K
Gables Capital Management Inc. 0.24% Add +0.5% 2,183 $656K
Red Door Wealth Management, LLC 0.06% Add +24.4% 2,180 $655K
Stone Summit Wealth LLC 0.17% No change 2,176 $654K
Integral Investment Advisors, Inc. 0.14% No change 2,167 $651K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -48.3% 2,161 $649K
Cortland Associates Inc. 0.09% Add +0.8% 2,160 $649K
Tran Capital Management, L.P. 0.07% No change 2,159 $649K
Whalerock Point Partners, LLC 0.11% No change 2,156 $648K
Kondo Wealth Advisors, Inc. 0.22% Reduce -1.1% 2,154 $647K
Kassira Wealth Management LLC 0.52% No change 2,154 $647K
Breachway Investments LLC 0.97% Reduce -0.7% 2,150 $646K
Highview Capital Management LLC 0.19% New 2,145 $644K
Cavalier Investments, LLC 0.24% Reduce -36.8% 2,139 $643K
Wealthcare Capital Partners, LLC 0.27% Add +34.5% 2,138 $642K
Register Financial Advisors LLC 0.20% Add +3.4% 2,135 $642K
Retirement Investment Advisors, Inc. 0.05% No change 2,177 $639K
Annex Advisory Services, LLC 0.01% Add +126.8% 2,125 $639K
Maseco LLP 0.02% Add +20.2% 2,125 $638K
Midland Wealth Advisors, LLC 0.03% Reduce -0.5% 2,118 $636K
Summit Investment Advisory Services, LLC 0.16% No change 2,114 $635K
Magnus Financial Group LLC 0.05% Reduce -4.0% 2,113 $635K
Financial Partners Group, Inc 0.06% Add +0.6% 2,108 $633K
Trillium Asset Management, LLC 0.02% No change 2,106 $633K
Barometer Capital Management Inc. 0.18% New 2,100 $631K
Valtrion Capital Management, LLC 0.47% No change 2,097 $630K
James J. Burns & Company, LLC 0.07% Reduce -1.6% 2,095 $629K
Clifford Swan Investment Counsel LLC 0.02% Add +0.3% 2,094 $629K
Formidable Asset Management, LLC 0.10% No change 2,533 $628K
Keb Asset Management, LLC 0.10% No change 2,086 $627K
Consilium Wealth Advisory, LLC 0.19% No change 2,084 $626K
Total Wealth Planning & Management, Inc. 0.45% Add +5.2% 2,081 $625K
Saiph Capital, LLC 0.19% Add +1.6% 2,081 $625K
Mascoma Wealth Management LLC 0.12% Reduce -0.5% 2,081 $625K
Yukon Wealth Management, Inc. 0.18% New 2,080 $625K
LexAurum Advisors, LLC 0.07% Add +2.2% 2,078 $624K
West Paces Advisors Inc. 0.10% Add +15.8% 2,077 $624K
CCG Wealth Management, LLC 0.14% No change 2,076 $624K
Cassady Wealth & Retirement Planning, LLC 0.29% No change 2,075 $623K
KRS Capital Management, LLC 0.29% No change 2,073 $623K
Warner Financial, Inc. 0.18% Add +0.1% 2,067 $621K
Fiduciary Group, LLC 0.05% No change 2,065 $620K
TCFG Investment Advisors, LLC 0.21% New 2,062 $620K
Kaizen Financial Strategies 0.24% No change 2,063 $618K
Valor Advisors LLC 0.45% Reduce -7.9% 2,053 $617K
BCS Private Wealth Management, Inc. 0.19% No change 2,050 $616K
Talon Private Wealth, LLC 0.07% Add +19.1% 2,047 $615K
Howland Capital Management LLC 0.02% No change 2,044 $614K
Liberty Capital Management, Inc. 0.11% — 2,042 $614K
Cahaba Wealth Management, Inc. 0.04% Reduce -0.1% 2,040 $613K
South Plains Financial, Inc. 0.33% Reduce -1.4% 2,038 $612K
BlueSky Wealth Advisors, LLC 0.07% Add +147.4% 2,036 $612K
Fourpath Capital Management, LLC 0.08% No change 2,031 $610K
Cypress Wealth Services, LLC 0.07% Reduce -12.3% 2,028 $609K
Readystate Asset Management LP 0.04% Reduce -82.6% 2,026 $609K
ABLE Financial Group, LLC 0.10% Reduce -1.6% 2,022 $608K
Innova Wealth Partners 0.25% Add +5.3% 2,019 $607K
Synergy Investment Management, LLC 0.15% Add +162.0% 2,070 $607K
Guardsman Private Capital Management, Inc. 0.42% No change 2,016 $606K
Costello Asset Management, INC 0.18% Reduce -0.1% 2,015 $605K
Heritage Investment Group, Inc. 0.08% Reduce -1.7% 2,012 $604K
Anchyra Partners LLC 0.14% Reduce -32.3% 2,010 $604K
Marshall Financial Group, LLC 0.09% Add +33.7% 2,004 $602K
ZEGA Investments, LLC 0.10% Reduce -7.6% 2,003 $602K
Hoxton Planning & Management, LLC 0.16% Reduce -2.4% 2,003 $602K
Mosaic Family Wealth Partners, LLC 0.04% Add +118.8% 2,000 $601K
Security Benefit Life Insurance Co. 0.33% New 2,000 $601K
Integrity Investment Advisors, LLC 0.26% No change 1,999 $601K
Purkiss Capital Advisors LLC 0.23% Add +26.6% 1,991 $598K
Vista Investment Management 0.18% Reduce -0.3% 1,978 $594K
Krilogy Financial LLC 0.02% Add +9.2% 1,978 $594K
Hummer Financial Advisory Services Inc 0.39% No change 1,975 $593K
Schusterman Interests, LLC 0.15% No change 1,970 $592K
Balefire, LLC 0.10% Reduce -8.7% 1,962 $590K
Up Strategic Wealth Investment Advisors LLC 0.35% No change 1,960 $588K
Geneva Partners, LLC 0.16% Add +8.3% 1,955 $587K
Acorn Financial Advisory Services Inc. 0.08% Reduce -3.0% 1,950 $586K
Entrewealth, LLC 0.22% Add +20.6% 1,960 $585K
Investors Research Corp 0.10% Reduce -33.3% 1,945 $584K
Cypress Financial Planning LLC 0.14% Reduce -2.6% 1,944 $584K
Wellington-Altus USA Inc. 0.41% Reduce -2.1% 2,346 $582K
Mayfair Advisory Group, LLC 0.17% No change 1,990 $579K
Cannon Capital Management, Inc. 0.49% No change 1,921 $577K
Chesapeake Asset Management LLC 0.44% Add +31.3% 3,224 $577K
Moment Partners, LLC 0.10% Reduce -3.1% 1,917 $576K
Collaborative Wealth Managment Inc. 0.24% Reduce -21.6% 1,909 $574K
Global View Capital Management LLC 0.12% Add +125.1% 1,902 $571K
Synergy Financial Group, LTD 0.41% No change 1,900 $571K
Triad Wealth Partners, LLC 0.03% Add +0.2% 1,927 $571K
Mainstay Capital Management LLC 0.04% Add +8.8% 1,897 $570K
Rockland Trust Co. 0.02% Add +1.0% 1,896 $570K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -0.9% 1,896 $570K
Sterling Investment Counsel, LLC 0.13% No change 1,884 $566K
Pitcairn Wealth Advisors LLC 0.06% Reduce -2.5% 1,881 $565K
Samalin Investment Counsel, LLC 0.18% Reduce -2.0% 1,874 $563K
Colonial Trust Co / SC 0.07% Reduce -1.8% 1,871 $562K
Grandfield & Dodd, LLC 0.03% No change 1,871 $562K
Argyle Capital Partners, LLC 0.35% Reduce -4.5% 1,869 $561K
TPG Financial Advisors, LLC 0.17% No change 1,862 $559K
Howe & Rusling Inc. 0.03% Reduce -11.4% 1,858 $558K
Little House Capital LLC 0.13% No change 1,857 $558K
Adkins Seale Capital Management LLC 0.50% No change 1,856 $558K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Reduce -32.9% 1,855 $557K
Concord Wealth Partners 0.06% Add +0.4% 1,853 $557K
W1M Asset Management Ltd 0.01% Reduce -37.0% 1,848 $555K
Allstreet Capital Advisors LLC 0.36% No change 1,846 $555K
Florida Financial Advisors, LLC 0.09% Add +58.9% 1,846 $555K
Cardinal Point Capital Management ULC 0.03% Reduce -22.1% 1,845 $554K
Spartan Wealth Advisory Services LLC 0.05% Add +0.6% 1,835 $551K
Advyzon Investment Management, LLC 0.04% Add +48.0% 1,834 $551K
Ledyard National Bank 0.04% Add +30.9% 1,829 $550K
Market Street Wealth Management Advisors LLC 0.08% No change 1,822 $548K
Narwhal Capital Management 0.04% Reduce -0.6% 1,822 $547K
Midwest Financial Group LLC 0.19% Add +14.1% 1,821 $547K
Tennessee Valley Asset Management Partners 0.06% Add +0.1% 1,818 $546K
Coastal Bridge Advisors, LLC 0.03% Reduce -0.1% 1,816 $546K
GHP Investment Advisors, Inc. 0.02% Add +2.4% 1,813 $545K
Stanich Group LLC 0.34% Reduce -39.1% 1,809 $544K
Lavelle Capital LP 0.28% No change 1,806 $543K
Wescott Financial Advisory Group, LLC 0.04% Reduce -13.1% 1,805 $542K
FLC Capital Advisors 0.09% Reduce -0.6% 1,795 $539K
Chancellor Financial Group WB LP 0.33% Reduce -7.5% 1,793 $539K
Pinion Investment Advisors, LLC 0.10% Reduce -9.9% 1,792 $538K
Foster Dykema Cabot & Partners, LLC 0.03% No change 1,777 $534K
Levin Capital Strategies, L.P. 0.04% No change 1,775 $533K
Matauro, LLC 0.07% Reduce -44.9% 1,775 $533K
Walsh & Associates, LLC 0.44% Add +4.7% 1,774 $533K
Uptick Partners, LLC 0.08% Add +1.1% 1,773 $533K
Conservest Capital Advisors, Inc. 0.04% Add +0.2% 1,771 $532K
Wealthstar Advisors, LLC 0.26% Add +2.5% 1,769 $531K
Marin Bay Wealth Advisors, LLC 0.29% Reduce -90.4% 1,766 $531K
Tenon Financial LLC 0.17% Add +9.1% 1,761 $529K
Flagstone Financial Management 0.12% No change 1,758 $528K
Aurora Private Wealth, Inc. 0.34% Reduce -0.7% 1,758 $528K
Northland Securities, Inc. 0.31% Add +26.8% 1,757 $528K
Hopwood Nicholas Hunter 0.14% Add +0.3% 1,757 $528K
Denver PWM, LLC 0.17% Reduce -0.1% 1,729 $527K
Blueline Advisors LLC 0.36% No change 1,753 $527K
TrustBank 0.18% Reduce -1.4% 1,750 $526K
Prostatis Group LLC 0.12% New 1,746 $525K
Madden Advisory Services, Inc. 0.19% No change 1,737 $522K
Bank of Hawaii 0.03% Reduce -1.5% 1,737 $522K
Acute Investment Advisory, LLC 5.51% Reduce -4.8% 1,735 $521K
Encompass Wealth Advisors, LLC 0.16% No change 1,735 $521K
Professional Advisory Services Inc. 0.06% No change 1,735 $521K
Amplius Wealth Advisors, LLC 0.04% Add +20.9% 1,733 $521K
Brown Financial Advisory 0.22% Reduce -4.4% 1,732 $520K
Quartz Partners, LLC 0.17% Reduce -25.4% 1,728 $519K
Horizon Investments, LLC 0.01% Reduce -47.1% 1,727 $519K
Boyum Wealth Architects LLC 0.21% No change 1,767 $519K
Legacies Wealth LLC 0.28% No change 1,716 $516K
Detalus Advisors, LLC 0.10% No change 1,715 $515K
Ewing Morris & Co. Investment Partners Ltd. 0.27% New 1,711 $514K
Amicus Financial Advisors, LLC 0.13% Reduce -1.8% 1,708 $513K
Gerber, LLC 0.24% Reduce -5.0% 1,703 $512K
Abacus Wealth Partners, LLC 0.05% Reduce -1.2% 1,700 $511K
Ameriflex Group, Inc. 0.21% Add +14.7% 1,697 $510K
Wealthquest Corp 0.03% Reduce -12.9% 1,697 $510K
Smallwood Wealth Investment Management, LLC 0.22% Add +0.1% 1,696 $510K
Arthur M. Cohen & Associates, LLC 0.08% No change 1,694 $509K
Seelaus Asset Management LLC 0.36% Reduce -1.2% 1,691 $508K
Blackston Financial Advisory Group, LLC 0.29% Reduce -2.3% 1,688 $507K
North Capital, Inc. 0.38% Add +0.1% 1,688 $507K
Atlas Private Wealth Advisors 0.11% Add +0.1% 1,687 $507K
KilterHowling LLC 0.23% Add +0.2% 1,683 $506K
Thayer Partners, LLC / MA 0.21% Reduce -2.1% 1,673 $503K
Klingenstein Fields & Co. LP 0.02% No change 1,673 $503K
Team Hewins, LLC 0.14% Add +5.2% 1,670 $502K
RiverGlades Family Offices LLC 0.23% New 1,668 $501K
Pflug Koory, LLC 0.20% No change 1,665 $500K
S.A. Mason LLC 0.15% No change 1,660 $499K
Layline Advisors, LLC 0.45% Reduce -1.8% 1,660 $499K
Stonebridge Financial Group, LLC 0.04% Add +25.8% 1,658 $498K
Afg Fiduciary Services Limited Partnership 0.39% Reduce -58.2% 1,671 $497K
First Interstate Bank 0.03% Add +74.2% 1,655 $497K
Zullo Investment Group, Inc. 0.17% No change 1,653 $497K
Apollon Financial, LLC 0.06% Add +0.7% 1,651 $496K
Phillips Financial Management, LLC 0.04% No change 1,650 $496K
Inlet Private Wealth, LLC 0.12% No change 1,649 $495K
Ducere Wealth Management LLC 0.15% Reduce -34.8% 1,639 $492K
Noble Wealth Management PBC 0.22% Add +40.2% 1,638 $492K
Legend Capital Advisors LLC 0.27% No change 1,637 $492K
Summit Wealth Group, LLC 0.10% Reduce -10.4% 1,636 $492K
180 Wealth Advisors, LLC 0.05% Add +1.6% 1,635 $491K
Westover Capital Advisors, LLC 0.08% No change 1,629 $489K
Truepoint, Inc. 0.01% No change 1,629 $489K
Sage Financial Group Inc. 0.03% Reduce -1.4% 1,626 $489K
Plotkin Financial Advisors, LLC 0.20% Add +6.4% 1,625 $488K
Octavia Wealth Advisors, LLC 0.04% Reduce -5.9% 1,625 $488K
Investmark Advisory Group LLC 0.19% Add +0.1% 1,625 $488K
Northstar Financial Companies, Inc. 0.33% Add +1.6% 1,612 $484K
Harrington Investments, INC 0.23% No change 1,610 $484K
Sentinel Advisory Group, LLC 0.20% No change 1,605 $482K
Pier 88 Investment Partners LLC 0.80% No change 1,600 $481K
McMillan Office, Inc. 0.06% No change 1,600 $481K
Armstrong Advisory Group, Inc. 0.03% Add +21.2% 1,599 $480K
Gutierrez Wealth Advisory, LLC 0.28% Add +6.3% 1,598 $480K
Nicollet Investment Management, Inc. 0.15% No change 1,599 $480K
Acadian Asset Management LLC 0.00% Reduce -1.2% 1,595 $479K
Advocate Group LLC 0.07% Reduce -4.5% 1,593 $479K
Gemmer Asset Management LLC 0.03% Reduce -1.7% 1,588 $477K
TCI Wealth Advisors, Inc. 0.02% Reduce -3.6% 1,586 $477K
Exchange Bank 0.29% No change 1,576 $474K
BOS Asset Management, LLC 0.11% No change 1,574 $473K
American Trust 0.04% Add +38.8% 1,573 $473K
Moulton Wealth Management, Inc. 0.31% New 1,568 $472K
Landmark Wealth Management, LLC 0.11% Reduce -1.6% 1,570 $472K
Stokes Family Office, LLC 0.06% Reduce -0.1% 1,570 $472K
Peoples Bank 0.46% No change 1,569 $471K
Allen Mooney & Barnes Investment Advisors LLC 0.07% Add +0.1% 1,568 $471K
Polaris Investment Advisors, LLC 0.30% Reduce -0.3% 1,567 $471K
Sterling Capital Management LLC 0.01% Reduce -7.6% 1,560 $469K
Richmond Investment Services, LLC 0.15% Reduce -53.7% 1,559 $468K
Arq Wealth Advisors, LLC 0.06% Add +35.1% 1,594 $468K
Genesis Private Wealth, LLC 0.13% No change 1,552 $466K
Ridge Creek Global, Inc 0.36% Reduce -1.3% 1,550 $466K
Atwater Malick LLC 0.10% Add +4.9% 1,547 $465K
Trustmark Bank Trust Department 0.03% Add +72.7% 1,544 $464K
Ipswich Investment Management Co., Inc. 0.10% No change 1,540 $463K
Vickerman Investment Advisors, Inc. 0.09% Reduce -0.1% 1,540 $463K
Harbor Capital Advisors, Inc. 0.03% Add +130.6% 1,538 $462K
SHP Wealth Management 0.03% Reduce -13.4% 1,536 $462K
Flower City Capital 0.20% Reduce -1.2% 1,532 $460K
GLR Partners, LLC 0.21% Add +4.2% 1,532 $460K
Legacy Capital Wealth Partners, LLC 0.09% Add +0.2% 1,531 $460K
Eagle Global Advisors LLC 0.02% No change 1,530 $460K
Sharkey, Howes & Javer 0.06% Reduce -4.1% 1,523 $458K
Great Lakes Advisors, LLC 0.00% Reduce -3.0% 1,518 $456K
Staley Capital Advisers Inc. 0.02% No change 1,516 $455K
Birinyi Associates Inc. 0.11% No change 1,510 $454K
Vestcor Inc 0.01% Reduce -98.6% 1,510 $454K
Mairs & Power Inc. 0.00% New 1,507 $453K
Leigh Baldwin & Co., LLC 0.24% Reduce -21.2% 1,506 $452K
Breakwater Investment Management 0.15% No change 1,504 $452K
InvesTrust 0.17% Reduce -1.3% 1,503 $452K
ELCO Management Co., LLC 0.19% New 1,500 $451K
Pasadena Private Wealth, LLC 0.06% No change 1,500 $451K
BNC Wealth Management, LLC 0.11% Reduce -2.3% 1,500 $451K
Bath Savings Trust Co 0.05% Reduce -2.2% 1,498 $450K
Sage Capital Management, LLC 0.18% Add +21.0% 1,492 $450K
Global Assets Advisory, LLC 0.10% Add +35.9% 1,489 $448K
Genesis Wealth Advisors, LLC 0.27% No change 1,491 $448K
Legacy Financial Strategies, LLC 0.07% New 1,485 $446K
Asio Capital, LLC 0.06% Add +4.7% 1,484 $446K
LMCG Investments, LLC 0.02% Reduce -8.0% 1,484 $446K
Elevation Wealth Partners, LLC 0.13% Add +4.2% 1,480 $445K
L. Roy Papp & Associates, LLP 0.05% Add +61.4% 1,480 $445K
Successful Portfolios LLC 0.21% No change 1,494 $444K
Birchbrook, Inc. 0.21% Reduce -2.5% 1,476 $443K
Southern Michigan Bank & Trust 0.16% No change 1,472 $442K
Latitude Advisors, LLC 0.18% Add +1.0% 1,471 $442K
Curry Webb Wealth Management LLC 0.18% Reduce -31.4% 1,470 $442K
Interchange Capital Partners, LLC 0.08% Reduce -37.0% 1,467 $441K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.31% No change 1,452 $436K
Ellevest, Inc. 0.05% Reduce -4.0% 1,451 $436K
Fairview Capital Investment Management, LLC 0.02% No change 1,443 $434K
Argus Investors' Counsel, Inc. 0.33% No change 1,442 $433K
SFG Wealth Management, LLC. 0.16% Reduce -11.2% 1,441 $433K
Omega Financial Group, LLC 0.13% Add +0.1% 1,439 $432K
Shrier Wealth Management, LLC 0.15% Add +0.1% 1,438 $432K
Monte Financial Group, LLC 0.14% Add +8.8% 1,483 $432K
Nichols & Pratt Advisers LLP 0.03% Add +0.8% 1,437 $432K
Eclectic Associates Inc. 0.05% Add +1.1% 1,436 $431K
WealthBridge Investment Counsel Inc. 0.11% No change 1,432 $430K
Benchmark Investment Advisors LLC 0.19% Add +0.1% 1,431 $430K
Lauterbach Financial Advisors, LLC 0.18% No change 1,429 $429K
Kessler Investment Group, LLC 0.18% No change 1,429 $429K
GDS Wealth Management 0.02% Reduce -3.1% 1,427 $429K
Trueblood Wealth Management, LLC 0.15% Add +0.1% 1,426 $429K
Dala Group, LLC 0.35% No change 1,424 $428K
SeaCrest Wealth Management, LLC 0.05% Reduce -43.7% 1,421 $427K
Redwood Family Wealth LLC 0.38% No change 1,420 $427K
Flagship Wealth Advisors, LLC 0.10% Add +13.5% 1,415 $425K
Private Client Services, LLC 0.11% Reduce -18.0% 1,415 $425K
Bedminster, LLC 0.36% Reduce -21.9% 1,413 $425K
Spirepoint Private Client, LLC 0.03% No change 1,405 $422K
Valley Forge Investment Consultants Inc. Adv 0.11% No change 1,405 $422K
High Net Worth Advisory Group LLC 0.09% No change 1,403 $422K
Fayez Sarofim & Co 0.00% No change 1,403 $422K
Patten Group, Inc. 0.07% Add +23.5% 1,402 $421K
DeLarme Wealth Management, Inc. 0.24% Add +0.1% 1,402 $421K
Sjbenen Advisory, LLC 0.25% No change 1,400 $421K
Flynn Zito Capital Management, LLC 0.11% Add +0.1% 1,398 $420K
Castle Wealth Management LLC 0.12% Add +0.1% 1,397 $420K
Boston Common Asset Management, LLC 0.02% Reduce -3.9% 1,395 $419K
ArchPoint Investors 0.09% No change 1,390 $418K
Praetorian Wealth Management, Inc. 0.07% No change 1,390 $418K
Bay Capital Advisors, LLC 0.22% Add +0.1% 1,381 $415K
Traynor Capital Management, Inc. 0.02% Reduce -11.3% 1,377 $414K
Daner Wealth Management, LLC 0.22% No change 1,362 $413K
D.B. Root & Company, LLC 0.09% Reduce -25.0% 1,374 $413K
Piscataqua Savings Bank 0.28% No change 1,373 $413K
BCGM Wealth Management, LLC 0.09% Add +0.1% 1,369 $411K
Asset Dedication, LLC 0.03% Add +99.6% 1,367 $411K
TRB Wealth Management, LLC 0.05% No change 1,365 $410K
Blankinship & Foster, LLC 0.08% No change 1,355 $407K
Aviso Wealth Management 0.14% Add +17.4% 1,351 $406K
Evolve Private Wealth, LLC 0.02% Reduce -63.8% 1,349 $405K
Summit Wealth Group LLC / Co. 0.03% Reduce -0.4% 1,348 $405K
Wolff Wiese Magana LLC 0.19% Reduce -3.4% 1,348 $405K
Diligent Investors, LLC 0.09% Add +50.3% 1,345 $404K
COFG Advisors, LLC 0.07% Add +34.1% 1,340 $402K
Objectivity Squared, LLC 0.23% Add +0.2% 1,339 $402K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.14% — 1,338 $402K
Veridan Wealth LLC 0.14% New 1,334 $401K
Dunhill Financial, LLC 0.08% No change 1,334 $401K
Maripau Wealth Management LLC 0.14% Add +9.7% 1,333 $400K
MBA Advisors LLC 0.14% No change 1,332 $400K
Heritage Wealth Advisors 0.01% Add +25.9% 1,328 $399K
Arvest Investments, Inc. 0.05% Reduce -3.2% 1,327 $399K
Albion Financial Group 0.02% Reduce -4.0% 1,327 $399K
Newman Dignan & Sheerar, Inc. 0.08% Reduce -1.9% 1,326 $398K
Bank Hapoalim BM 0.03% No change 1,321 $397K
G2 Capital Management, LLC / Oh 0.09% No change 1,320 $397K
Financial Harvest, LLC 0.16% No change 1,319 $396K
Beacon Bank & Trust 0.08% No change 1,318 $396K
Aviance Capital Partners, LLC 0.04% No change 1,316 $395K
Mission Creek Capital Partners, Inc. 0.07% New 1,315 $395K
Allred Capital Management, LLC 0.13% No change 1,314 $395K
Carter Financial Group, INC. 0.20% No change 1,312 $394K
Lake Street Private Wealth, LLC 0.05% Reduce -10.9% 1,310 $394K
VestGen Investment Management 0.21% New 1,309 $393K
Wedgewood Investors Inc. 0.40% No change 1,308 $393K
Hayek Kallen Investment Management 0.12% No change 1,305 $392K
DiNuzzo Private Wealth, Inc. 0.04% No change 1,301 $391K
Kelleher Financial Advisors 0.06% New 1,300 $391K
Park Capital Management, LLC / WI 0.23% No change 1,294 $389K
Stegner Investment Associates Inc. 0.18% Reduce -34.6% 1,293 $389K
Hantz Financial Services, Inc. 0.01% Add +0.2% 1,292 $388K
Romano Brothers and Company 0.04% No change 1,291 $388K
Adirondack Trust Co. 0.12% Reduce -1.1% 1,289 $387K
Compass Financial Group, Inc. (Ohio) 0.26% Reduce -24.2% 1,284 $386K
Mullaney, Keating & Wright, Inc. 0.19% Add +3.6% 1,281 $385K
Verity Asset Management, Inc. 0.15% New 1,279 $384K
OMNI 360 Wealth, Inc. 0.18% New 1,276 $383K
Byrne Asset Management LLC 0.21% Add +9.0% 1,275 $383K
Mirador Capital Partners LP 0.05% Add +2.9% 1,274 $383K
Mine & Arao Wealth Creation & Management, LLC. 0.14% Add +0.2% 1,274 $383K
Xcel Wealth Management, LLC 0.09% Reduce -23.7% 1,273 $382K
First Hawaiian Bank 0.05% Reduce -0.9% 1,272 $382K
Wealthspire Retirement, LLC 0.02% Reduce -0.2% 1,266 $381K
Wallace Advisory Group, LLC 0.36% Add +0.2% 1,266 $380K
MW Advisory, LLC 0.15% — 1,265 $380K
Godfrey Financial Associates, Inc. 0.29% No change 1,258 $378K
KWB Wealth 0.03% No change 1,258 $378K
Front Street Capital Management, Inc. 0.04% Reduce -0.6% 1,251 $376K
Main Street Group, LTD 0.09% No change 1,248 $375K
Dedeker Financial LLC 0.21% Reduce -13.7% 1,248 $375K
Rainier Family Wealth Inc. 0.21% No change 1,246 $374K
Lincoln Capital LLC 0.07% No change 1,246 $374K
Old Mission Investment Co LLC 0.08% No change 1,246 $374K
Performance Wealth Partners, LLC 0.01% Add +21.5% 1,245 $374K
NFSG Corp 0.05% Add +4.5% 1,243 $374K
Insight Wealth Strategies, LLC 0.04% Reduce -7.2% 1,248 $374K
AssuredPartners Investment Advisors, LLC 0.04% Reduce -15.6% 1,241 $373K
Capital Investment Counsel, Inc 0.04% Add +43.4% 1,240 $373K
Goelzer Investment Management, Inc. 0.02% Reduce -5.3% 1,239 $372K
Vigil Wealth Management, LLC 0.27% No change 1,239 $372K
Epiq Partners, LLC 0.16% New 1,238 $372K
Retirement Planning Co of New England, Inc. 0.13% Reduce -3.9% 1,238 $372K
marrick wealth, LLC 0.26% New 1,238 $372K
Peoples Bank 0.19% Reduce -0.3% 1,238 $372K
True Link Financial Advisors, LLC 0.02% Add +8.9% 1,237 $372K
Friedenthal Financial 0.17% Reduce -0.4% 1,236 $371K
ARS Wealth Advisors Group, LLC 0.03% No change 1,233 $370K
JMN Financial LLC 0.29% No change 1,228 $369K
Greenfield Savings Bank 0.14% No change 1,228 $369K
Journey Advisory Group, LLC 0.03% Reduce -21.4% 1,227 $369K
Van Strum & Towne Inc. 0.10% No change 1,225 $368K
M. Kulyk & Associates, LLC 0.06% No change 1,225 $368K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% New 1,223 $368K
Mitchell McLeod Pugh & Williams Inc. 0.05% No change 1,222 $367K
Roffman Miller Associates Inc. 0.02% Add +3.8% 1,219 $366K
Sanchez Gaunt Capital Management, LLC 0.20% Reduce -3.7% 1,214 $365K
Accelerate Investment Advisors LLC 0.21% Reduce -2.1% 1,212 $364K
FC Advisory LLC 0.10% Reduce -1.4% 1,209 $363K
YANKCOM Partnership 0.13% No change 1,201 $361K
Approach Retirement Advisors, LLC 0.26% No change 1,200 $361K
CV Advisors LLC 0.07% No change 1,200 $361K
J. L. Bainbridge & Co., Inc. 0.03% No change 1,200 $361K
Tenet Wealth Partners, LLC 0.27% — 1,230 $360K
Bogart Wealth, LLC 0.01% Add +15.7% 1,199 $360K
River Street Advisors LLC 0.11% Reduce -8.1% 1,199 $360K
Burney Co./ 0.01% No change 1,198 $360K
Ewa, LLC 0.07% Add +0.1% 1,194 $359K
Wolfstich Capital, LLC 0.28% No change 1,203 $358K
Everett Harris & Co. 0.00% Reduce -0.2% 1,190 $358K
Prosperity Planning, Inc. 0.11% Reduce -9.7% 1,188 $357K
Downshift Financial, LLC 0.16% No change 1,186 $356K
Kelsey Financial, LLC 0.27% Add +1.3% 1,185 $356K
Dara Capital Us, Inc. 0.25% No change 1,185 $356K
Acorn Wealth Advisors, LLC 0.09% Reduce -1.7% 1,184 $356K
Nvest Financial, LLC 0.11% Add +9.7% 1,181 $355K
Bright Futures Wealth Management, LLC. 0.23% Add +20.8% 1,180 $354K
CNB Bank 0.14% No change 1,179 $354K
Zuckerman Investment Group, LLC 0.03% Reduce -2.3% 1,172 $352K
West Michigan Advisors, LLC 0.07% Reduce -12.7% 1,171 $352K
City State Bank 0.08% No change 1,170 $352K
Castle Rock Wealth Management, LLC 0.07% Add +8.2% 1,174 $351K
Isthmus Partners, LLC 0.03% Add +36.5% 1,168 $351K
Black Diamond Financial, LLC 0.03% Add +31.0% 1,167 $351K
KRM Wealth Management L.L.C. 0.15% Add +0.3% 1,163 $349K
Baron Silver Stevens Financial Advisors, LLC 0.04% Add +1.3% 1,161 $349K
Quarry Hill Advisors, LLC 0.13% No change 1,160 $349K
Old Peak Finance LLC 0.17% Reduce -10.1% 1,157 $348K
W Advisors, LLC 0.16% Add +5.7% 1,156 $347K
CFM Wealth Partners LLC 0.04% No change 1,153 $346K
JBR Co Financial Management Inc 0.13% Reduce -22.8% 1,150 $346K
Alpha Omega Wealth Management LLC 0.05% No change 1,150 $346K
Elk River Wealth Management LLC 0.05% Reduce -6.1% 1,146 $344K
Activest Wealth Management 0.07% Reduce -5.9% 1,141 $343K
TruNorth Capital Management, LLC 0.06% No change 1,141 $343K
Stablepoint Partners, LLC 0.05% No change 1,140 $343K
Chicago Wealth Management, Inc. 0.12% No change 1,139 $342K
Sandhill Capital Partners LLC 0.03% Add +10.1% 1,138 $342K
BLB&B Advisors, LLC 0.01% Add +15.6% 1,136 $341K
360 Financial, Inc. 0.09% No change 1,135 $341K
Main Street Financial Solutions, LLC 0.02% Add +0.1% 1,135 $341K
Retirement Income Solutions, Inc. 0.06% No change 1,374 $341K
Atlas Capital Advisors Inc. 0.04% Reduce -0.2% 1,134 $341K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 1.04% Reduce -55.2% 1,132 $340K
Foster & Motley Inc. 0.02% Add +1.2% 1,131 $340K
Straight Path Wealth Management 0.08% No change 1,130 $340K
Nestegg Advisors, Inc. 0.24% Reduce -1.0% 1,128 $339K
Monarch Capital Management Inc. 0.08% Add +13.9% 1,121 $337K
Vanguard Personalized Indexing Management, LLC 0.00% Add +32.6% 1,119 $336K
Elevatus Welath Management 0.08% No change 1,118 $336K
PDS Planning, Inc 0.02% Add +1.9% 1,118 $336K
Charles Schwab Trust Co 0.02% Add +2.6% 1,115 $335K
Invst, LLC 0.03% Add +5.1% 1,113 $334K
JTC Employer Solutions Trustee Ltd 0.03% Add +47.4% 1,113 $334K
Plan A Wealth LLC 0.14% Reduce -30.1% 1,107 $333K
Cascade Investment Group, Inc. 0.19% Reduce -4.3% 1,107 $333K
Mindset Wealth Management, LLC 0.06% Add +0.1% 1,105 $332K
Wealth Group Ltd 0.06% Add +3.5% 1,101 $331K
Johnson Financial Group, LLC 0.02% Reduce -12.1% 1,101 $331K
Pps&v Asset Management Consultants, Inc. 0.18% Reduce -12.0% 1,100 $330K
Gallacher Capital Management LLC 0.19% Reduce -33.0% 1,099 $330K
Northern Financial Advisors Inc 0.22% Reduce -3.4% 1,099 $330K
Capasso Planning Partners LLC 0.16% Add +7.8% 1,091 $328K
McCollum Christoferson Group LLC 0.10% Reduce -1.4% 1,090 $327K
Oakworth Capital, Inc. 0.02% Add +112.9% 1,090 $327K
Birmingham Capital Management Co. Inc. 0.12% No change 1,090 $327K
Kennicott Capital Management LLC 0.15% No change 1,083 $325K
Koss-Olinger Consulting, LLC 0.03% Reduce -13.7% 1,081 $325K
Tassel Capital Management, Inc. 0.15% Reduce -19.6% 1,080 $325K
Cardinal Capital Management 0.04% New 1,078 $324K
Triton Wealth Management, PLLC 0.10% Add +3.7% 1,103 $324K
DB&C Advisors, LLC 0.35% Reduce -1.6% 1,077 $324K
Redwood Financial Network Corp 0.18% New 1,076 $323K
Concorde Asset Management, LLC 0.19% Reduce -0.8% 1,076 $323K
Macroview Investment Management LLC 0.20% No change 1,075 $323K
Elmwood Wealth Management, Inc. 0.08% Reduce -6.3% 1,075 $323K
Quantum Financial Partners LLC 0.17% — 1,074 $323K
Armor Investment Advisors, LLC 0.10% Reduce -1.8% 1,072 $322K
Strategic Investment Management, LLC 0.11% No change 1,070 $321K
True North Advisors, LLC 0.03% Reduce -62.2% 1,068 $321K
Strategies Wealth Advisors, LLC 0.03% Reduce -4.2% 1,068 $321K
Moody National Bank Trust Division 0.03% Reduce -90.2% 1,065 $320K
CCM Investment Advisers LLC 0.02% New 1,062 $319K
Voisard Asset Management Group, Inc. 0.06% No change 1,061 $319K
Xcelsior Advisor Partners LLC 0.04% New 1,060 $319K
BXM Wealth LLC 0.17% Add +4.4% 1,059 $318K
Founders Financial Alliance, LLC 0.04% Add +105.8% 1,058 $318K
Peterson Wealth Management 0.15% Reduce -2.7% 1,058 $318K
Sara-Bay Financial 0.08% Add +0.1% 1,056 $317K
Wealthcare Capital Management LLC 0.03% Reduce -4.3% 1,055 $317K
Oarsman Capital, Inc. 0.03% Reduce -3.3% 1,054 $317K
United Community Bank 0.10% Reduce -3.2% 1,051 $316K
Collar Capital Management, LLC 0.19% Reduce -28.0% 1,048 $315K
URS Advisory LLC 0.17% New 1,045 $314K
Atlantic Edge Private Wealth Management, LLC 0.06% Reduce -8.7% 1,045 $314K
Connable Office Inc. 0.03% No change 1,044 $314K
Pathway Financial Advisors LLC 0.04% No change 1,053 $313K
LFA - Lugano Financial Advisors SA 0.19% Add +31.1% 1,042 $313K
Forum Private Client Group LLC 0.09% Reduce -7.1% 1,042 $313K
Viawealth, LLC 0.16% No change 1,041 $313K
Access Financial Services, Inc. 0.10% No change 1,040 $313K
Tanglewood Legacy Advisors, LLC 0.10% No change 1,036 $311K
Pictet North America Advisors SA 0.03% No change 1,036 $311K
Visionary Horizons, LLC 0.13% Add +3.9% 1,035 $311K
Summit Global Investments 0.02% Reduce -0.9% 1,037 $311K
Canvas Wealth Advisors, LLC 0.04% Reduce -4.6% 1,035 $311K
Manuka Financial, LLC 0.16% No change 1,034 $311K
Banque Transatlantique SA 0.01% No change 1,033 $310K
Cabot Wealth Management Inc. 0.03% No change 1,030 $309K
Werba Rubin Papier Wealth Management 0.04% Add +0.1% 1,028 $309K
Storen Legacy Partners, LLC 0.08% No change 1,024 $308K
Burford Brothers, Inc. 0.11% Reduce -2.6% 1,022 $307K
JB Capital LLC 0.01% Add +0.7% 1,022 $307K
One Day In July LLC 0.02% No change 1,022 $307K
Vision Retirement, LLC 0.07% Reduce -1.6% 1,015 $305K
Unified Investment Management 0.28% No change 1,014 $305K
Kemnay Advisory Services Inc. 0.04% Add +5.9% 1,011 $304K
Schnieders Capital Management, Llc. 0.04% New 1,010 $303K
Community Bank of Raymore 0.18% No change 1,009 $303K
Bank Ozk 0.09% Reduce -7.6% 1,009 $303K
White Lighthouse Investment Management Inc. 0.04% Reduce -9.0% 1,007 $303K
Mountain Hill Investment Partners Corp. 0.17% No change 1,004 $302K
Legacy Wealth Managment, LLC 0.12% Add +2.0% 1,004 $302K
Tobias Financial Advisors, Inc. 0.04% No change 1,003 $301K
Strategic Financial Services, Inc. 0.01% Reduce -0.5% 1,002 $301K
Vaughan David Investments LLC 0.01% Add +17.4% 1,003 $301K
John A. Wolfe & Associates, Inc. 0.41% No change 1,000 $300K
1776 Wealth LLC 0.11% No change 1,000 $300K
Meridian Management Co. 0.07% No change 1,000 $300K
Greenland Capital Management LP 0.06% New 1,000 $300K
Keudell/Morrison Wealth Management 0.06% Reduce -21.5% 999 $300K
Meeder Advisory Services, Inc. 0.01% New 997 $299K
Guardian Capital, LLC 0.24% Reduce -9.1% 996 $299K
Northeast Planning Associates, Inc. / NH / 0.22% Reduce -23.2% 996 $299K
Hippocratic Financial Advisors, LLC 0.11% New 996 $299K
Jag Capital Management, LLC 0.03% Add +0.1% 996 $299K
Destination Wealth Management 0.01% No change 993 $298K
Ables, Iannone, Moore & Associates, Inc. 0.16% Reduce -12.9% 988 $297K
Fairman Group, LLC 0.23% Add +0.2% 988 $297K
GW Henssler & Associates Ltd. 0.01% No change 985 $296K
Comprehensive Money Management Services LLC 0.19% No change 985 $296K
Shufro Rose & Co. LLC 0.02% Reduce -0.5% 983 $295K
Grant Street Asset Management, Inc. 0.05% Reduce -25.1% 982 $295K
Innovative Asset Advisors Group, LLC 0.13% Add +0.2% 981 $295K
Arcataur Capital Management LLC 0.07% No change 978 $294K
Requisite Capital Management, LLC 0.05% No change 977 $294K
Ring Mountain Capital, LLC 0.12% Reduce -1.8% 976 $293K
Cora Capital Advisors LLC 0.08% No change 974 $293K
Jamison Private Wealth Management, Inc. 0.03% No change 974 $293K
SJS Investment Consulting Inc. 0.03% Reduce -4.4% 969 $291K
Chapin Davis, Inc. 0.05% Reduce -21.0% 967 $291K
SwitchPoint Financial Planning, LLC 0.17% No change 964 $290K
Harbour Trust & Investment Management Co 0.03% Add +2.0% 963 $289K
Finivi Inc. 0.15% Reduce -10.1% 963 $289K
Compass Planning Associates Inc 0.16% Add +3.5% 962 $289K
Flywheel Private Wealth LLC 0.14% Reduce -5.2% 960 $289K
Torrey Growth & Income Advisors 0.10% Add +0.1% 959 $288K
Marathon Strategic Advisors, LLC 0.16% Reduce -0.3% 957 $288K
Avalon Trust Co 0.02% No change 956 $287K
Alvarez & Marsal Private Wealth Partners, LLC 0.04% New 953 $286K
Dickmeyer Boyce Financial Management, Inc. 0.15% Add +5.3% 951 $286K
Cushing Capital Partners, LLC 0.20% No change 950 $285K
LVM Capital Management Ltd. 0.02% No change 950 $285K
Persium Advisors, LLC 0.19% No change 948 $285K
Global Wealth Management Investment Advisory, Inc. 0.04% Reduce -2.1% 946 $284K
Myecfo, LLC 0.11% No change 945 $284K
CVA Family Office, LLC 0.03% Add +0.3% 939 $282K
Main Management LLC 0.02% Add +1.9% 939 $282K
Central Valley Advisors, LLC 0.07% Reduce -10.6% 938 $282K
Austin Asset Management Co Inc 0.04% Add +0.1% 937 $281K
Alteri Wealth LLC 0.08% Add +1.1% 934 $281K
Front Row Advisors LLC 0.08% No change 932 $281K
Raub Brock Capital Management LP 0.08% New 931 $280K
Integrity Wealth Solutions LLC 0.10% Reduce -1.0% 929 $279K
Payden & Rygel 0.02% New 924 $278K
Boreal Capital Management LLC 0.24% No change 925 $278K
Independent Solutions Wealth Management, LLC 0.04% Reduce -0.1% 925 $278K
Wealth Management Partners, LLC 0.07% Reduce -5.1% 923 $277K
Cura Wealth Advisors, LLC 0.12% No change 921 $277K
J. Safra Sarasin Holding AG 0.00% New 920 $276K
Vilga Financial Planning LLC 0.21% No change 920 $276K
Second Line Capital, LLC 0.05% Reduce -0.2% 918 $276K
Armstrong, Fleming & Moore, Inc 0.09% Reduce -34.6% 916 $275K
Sterling Investment Advisors, Ltd. 0.05% No change 916 $275K
Asset Management Group, Inc. 0.04% Add +0.1% 915 $275K
BlackDiamond Wealth Management, LLC 0.11% New 916 $275K
Anchor Investment Management, LLC 0.02% Add +1.1% 910 $274K
Stolz & Associates, PS 0.17% Reduce -7.6% 910 $273K
Align Financial, LLC 0.14% No change 909 $273K
Allied Investment Advisors, LLC 0.03% Reduce -4.2% 908 $273K
Poehling Capital Management, INC. 0.06% New 907 $273K
Samara Investment Management, LLC 0.25% No change 906 $272K
Creative Capital Management Investments LLC 0.06% Add +12.4% 906 $272K
Parcion Private Wealth LLC 0.02% New 904 $272K
Seros Financial, LLC 0.14% Add +1.2% 903 $271K
Luminvest Wealth Management LLC 0.06% No change 924 $271K
Bell Bank 0.01% No change 902 $271K
Guardian Wealth Advisors, LLC / NC 0.02% No change 900 $270K
Heffernan Advisory, Inc. 0.23% New 900 $270K
Miramar Capital, LLC 0.06% No change 900 $270K
Vann Equity Management LLC 0.16% New 892 $268K
Frisch Financial Group, Inc. 0.05% Reduce -37.9% 890 $267K
Maia Wealth LLC 0.04% Reduce -22.4% 889 $267K
Gordian Advisors LLC 0.16% No change 887 $266K
Towne Trust Company, N.A 0.08% Add +5.7% 887 $266K
J. Goldman & Co LP 0.01% Reduce -68.9% 887 $266K
Retirement Wealth Solutions LLC 0.15% Reduce -20.9% 887 $266K
Axis Wealth Partners, LLC 0.13% Reduce -0.7% 887 $266K
GAMCO Investors 0.00% Reduce -68.5% 886 $266K
Insight Wealth Partners, LLC 0.04% No change 885 $266K
Crumly & Associates Inc. 0.05% Add +0.2% 882 $265K
Regency Capital Management Inc.\DE 0.10% New 878 $264K
Continuum Wealth Advisors, LLC 0.09% No change 876 $263K
Blalock Williams, LLC 0.17% No change 875 $263K
McElhenny Sheffield Capital Management, LLC 0.07% Reduce -61.6% 874 $263K
3 Factor Indexing, LLC 0.22% No change 871 $262K
Burns Matteson Capital Management, LLC 0.08% Add +3.3% 871 $262K
Forum Finance Group S.A. 0.09% Reduce -35.2% 1,075 $261K
Affinity Capital Advisors, LLC 0.03% No change 871 $260K
Ignite Planners, LLC 0.04% New 867 $260K
Sunbeam Capital Management, LLC 0.12% No change 865 $260K
Patrick M Sweeney & Associates, Inc. 0.15% No change 863 $259K
Steelhead Wealth Management LLC 0.10% Reduce -4.2% 863 $259K
Core Wealth Partners LLC 0.11% Add +0.1% 861 $259K
Fiera Capital Corp 0.00% Reduce -61.8% 860 $258K
Mogy Joel R Investment Counsel Inc. 0.01% No change 855 $257K
Rydar Equities, Inc. 0.14% Add +0.2% 869 $256K
RPS Advisory Solutions LLC 0.17% New 852 $256K
Schroder Investment Management Group 0.00% Reduce -6.7% 851 $256K
Pettinga Financial Advisors LLC 0.04% Reduce -27.1% 850 $255K
KPP Advisory Services LLC 0.03% No change 850 $255K
Fishman Jay A Ltd. 0.02% No change 850 $255K
71 West Capital Partners 0.01% Reduce -17.3% 844 $254K
Condor Capital Management 0.02% No change 842 $253K
PACK Private Wealth, LLC 0.10% No change 842 $253K
CPC Advisors, LLC 0.03% Reduce -27.7% 842 $253K
Dynamic Financial Group 0.19% New 842 $253K
Sherman Wealth Management LLC 0.19% New 841 $253K
WJ Financial Advisors LLC 0.19% Add +0.1% 841 $253K
Financial Management Professionals, Inc. 0.02% Add +28.7% 839 $252K
Garrett Wealth Advisory Group, LLC 0.04% No change 839 $252K
Roble, Belko & Company, Inc 0.03% No change 840 $252K
Meadow Creek Wealth Advisors LLC 0.15% No change 838 $252K
Cassia Capital Partners, LLC 0.12% No change 835 $251K
Retirement Solution LLC 0.05% New 834 $251K
Trust Co of the South 0.04% New 834 $251K
TCP Asset Management, LLC 0.03% Reduce -8.5% 826 $248K
First Bancorp, Inc 0.10% New 823 $247K
BWM Planning, LLC 0.06% Add +1.1% 823 $247K
Glass Jacobson Investment Advisors llc 0.08% Add +101.7% 815 $245K
Integrated Capital Management, LLC 0.09% Reduce -8.7% 813 $244K
Landing Point Financial Group, LLC 0.08% Reduce -13.6% 812 $244K
Cladis Investment Advisory, LLC 0.11% No change 808 $243K
O'ROURKE & COMPANY, Inc 0.08% No change 807 $243K
First National Advisers, LLC 0.03% New 806 $242K
Financial Counselors Inc. 0.33% New 800 $240K
Trivant Custom Portfolio Group, LLC 0.13% New 800 $240K
Ping Capital Management, Inc. 0.08% Reduce -38.5% 800 $240K
Somerset Trust Co 0.07% New 800 $240K
Kestra Investment Management, LLC 0.00% New 799 $240K
Panoramic Investment Advisors, LLC 0.11% New 799 $240K
Stonebridge Financial Group, LLC 0.03% — 796 $239K
Vance Wealth, LLC 0.05% New 795 $239K
Shum Financial Group, Inc. 0.14% New 794 $239K
Tandem Capital Management Corp. 0.10% New 790 $237K
Stevens Capital Partners 0.05% Reduce -4.6% 789 $237K
Northwest Financial Advisors 0.03% New 788 $237K
Kaufman Rossin Wealth, LLC 0.11% New 795 $236K
Olde Wealth Management, LLC 0.07% New 787 $236K
GoalVest Advisory LLC 0.04% No change 785 $236K
Zhang Financial LLC 0.01% New 783 $235K
Patriot Financial Group Insurance Agency, LLC 0.02% Reduce -36.8% 783 $235K
GeoWealth Management, LLC 0.01% Reduce -1.9% 783 $235K
SWP Financial LLC 0.11% Reduce -3.8% 779 $234K
McDonough Capital Management, Inc 0.12% New 778 $234K
Legacy Wealth Management, LLC / MS 0.06% New 778 $234K
Kachkovsky & Fisher, Inc. 0.22% — 777 $234K
Livet Wealth, LLC 0.13% New 776 $233K
DF Dent & Co. Inc. 0.00% New 774 $233K
McLaughlin Asset Management, Inc. 0.16% Reduce -15.0% 773 $232K
Cooper Financial Group 0.02% New 772 $232K
Faithward Advisors, LLC 0.03% New 772 $232K
Capital Squared Financial LLC 0.15% New 771 $232K
Keeler & Nadler Financial Planning & Wealth Management 0.07% New 771 $232K
Summit Asset Management, LLC 0.03% New 766 $230K
Professional Financial Advisors, LLC 0.04% Reduce -29.0% 766 $230K
Schwarz Dygos Wheeler Investment Advisors LLC 0.04% New 760 $228K
Embree Financial Group 0.02% New 759 $228K
Triune Financial Partners, LLC 0.05% New 759 $228K
Melfa Wealth Management, Inc. 0.12% New 758 $228K
Mason Investment Advisory Services, Inc. 0.01% New 758 $228K
Laffer Tengler Investments, Inc. 0.03% New 758 $228K
FWG Holdings, LLC 0.08% New 782 $228K
Matisse Capital 0.09% New 757 $227K
First Growth Capital LLC 0.17% New 756 $227K
WorthPointe, LLC 0.06% Reduce -67.5% 755 $227K
Resources Management Corp. /CT/ 0.03% Reduce -26.0% 754 $227K
Bfsg, LLC 0.02% No change 754 $226K
Index Fund Advisors, Inc. 0.01% New 754 $226K
Nelson Capital Management, LLC 0.02% Reduce -9.3% 753 $226K
Grant Private Wealth Management Inc 0.10% New 752 $226K
Versant Capital Management, Inc 0.02% Add +2.0% 751 $226K
Generations Wealth, LLC 0.21% New 750 $225K
Colton Groome Financial Advisors, LLC 0.05% New 750 $225K
Strategy Asset Managers LLC 0.03% New 750 $225K
Rosenberg Matthew Hamilton 0.04% No change 749 $225K
Quest Investment Management LLC 0.03% New 745 $224K
Vested Financial Planning, LLC 0.15% New 744 $223K
Variant Private Wealth, LLC 0.25% New 743 $223K
Reynders McVeigh Capital Management, LLC 0.01% New 742 $223K
Financial Gravity Companies, Inc. 0.04% — 740 $222K
McDonald Partners LLC 0.05% New 738 $222K
Intergy Private Wealth, LLC 0.05% New 738 $222K
Cetera Trust Company, N.A 0.11% No change 735 $221K
CapWealth Advisors, LLC 0.02% New 735 $221K
BetterWealth, LLC 0.04% New 734 $221K
Permanens Capital L.P. 0.02% Reduce -20.0% 732 $220K
Greenspring Advisors, LLC 0.01% New 732 $220K
Centerpoint Advisory Group 0.14% New 732 $220K
Estate Planners Group, LLC 0.10% New 731 $220K
Israel Discount Bank of New York 0.41% Reduce -12.2% 731 $220K
Granite Harbor Advisors, Inc. 0.09% New 731 $220K
Hudock, Inc. 0.03% New 730 $220K
Bennett Selby Investments LP 0.07% New 730 $219K
Mayport, LLC 0.03% New 730 $219K
Teamwork Financial Advisors, LLC 0.02% New 730 $219K
Kennedy Investment Group, Inc. 0.07% Reduce -13.6% 730 $219K
High Note Wealth, LLC 0.04% No change 727 $218K
United Asset Strategies, Inc. 0.02% New 727 $218K
Loudon Investment Management, LLC 0.11% New 724 $218K
Ariadne Wealth Management, LP 0.10% Reduce -13.1% 724 $218K
Syntegra Private Wealth Group, LLC 0.02% New 724 $218K
Sage Investment Counsel LLC 0.22% Reduce -11.3% 724 $218K
Tulsa Wealth Advisors, INC 0.03% New 723 $217K
Windsor Advisory Group, LLC 0.16% No change 721 $217K
QTR Family Wealth, LLC 0.08% New 721 $217K
Prospera Capital Management, LLC 0.07% New 724 $216K
Brasada Capital Management, LP 0.04% New 715 $215K
Northwest Quadrant Wealth Management, LLC 0.04% New 713 $214K
Sheets Smith Wealth Management 0.02% New 710 $213K
Berman McAleer LLC 0.02% New 710 $213K
Frazier Financial Advisors, LLC 0.11% Add +0.3% 710 $213K
Strategic Wealth Advisors LLC 0.18% Reduce -20.9% 868 $213K
Mason & Associates, LLC 0.04% New 704 $212K
Beaumont Financial Advisors, LLC 0.01% Reduce -34.0% 701 $211K
Juncture Wealth Strategies, LLC 0.05% New 701 $211K
Red Wave Investments LLC 0.05% New 701 $211K
Paragon Capital Management Ltd 0.04% New 700 $211K
Physician Wealth Advisors, Inc. 0.03% Add +0.3% 701 $210K
RFG - Bristol Wealth Advisors, LLC 0.05% New 700 $210K
Payne Capital LLC 0.18% New 700 $210K
GR Financial Group, LLC 0.03% New 698 $210K
Pennington Partners & Co., LLC 0.07% New 698 $210K
Phoenix Wealth Advisors 0.07% New 696 $209K
Clare Market Investments LLC 0.04% Reduce -24.3% 696 $209K
Edgemoor Investment Advisors, Inc. 0.01% New 695 $209K
First Financial Bankshares Inc 0.00% New 695 $209K
Dominguez Wealth Management Solutions, Inc. 0.11% New 693 $208K
Premier Private Wealth Management LLC 0.18% New 693 $208K
Cutler Investment Counsel LLC 0.02% New 693 $208K
Paradiem, LLC 0.04% New 692 $208K
Topel & Distasi Wealth Management, LLC 0.10% New 691 $208K
Smith Thornton Advisors LLC 0.09% New 705 $207K
Fortress Private Ledger, LLC 0.06% New 688 $207K
Alliance Wealth Advisors, LLC 0.08% New 686 $206K
Atlantic Private Wealth, LLC 0.13% No change 686 $206K
Brooklyn FI, LLC 0.04% Reduce -13.2% 701 $206K
Tribridge Partners Financial LLC 0.08% New 700 $205K
First Washington CORP 0.05% New 680 $204K
Wood Tarver Financial Group, LLC 0.05% New 681 $204K
Ascension Capital Advisors, Inc. 0.06% New 678 $204K
Palacios Wealth Management, LLC 0.12% Reduce -6.1% 676 $203K
Dynamic Wealth Strategies, LLC 0.11% Reduce -0.4% 676 $203K
Bci Securities, Inc. 1.75% New 675 $203K
Forefront Wealth Partners, LLC 0.06% New 673 $202K
Ascent Wealth Partners, LLC 0.02% New 671 $202K
Cordoba Advisory Partners LLC 0.04% New 671 $202K
Mendota Financial Group, LLC 0.12% New 670 $201K
Lee, Kelleher & Klein Wealth Management 0.11% New 670 $201K
Weil Company, Inc. 0.04% New 669 $201K
Steigerwald, Gordon & Koch Inc. 0.02% Reduce -4.4% 657 $197K
Summit Securities Group LLC 0.04% New 650 $195K
Winch Advisory Services, LLC 0.04% Add +34.7% 641 $193K
Rice Partnership, LLC 0.02% No change 641 $193K
Arjuna Capital 0.04% No change 640 $192K
Caldwell Sutter Capital, Inc. 0.07% Reduce -0.6% 620 $186K
Strategic Investment Advisors / MI 0.01% Add +19.3% 618 $186K
Greykasell Wealth Strategies, Inc. 0.07% No change 616 $185K
Murphy & Mullick Capital Management Corp 0.11% Reduce -6.9% 604 $181K
Citizens National Bank Trust Department 0.03% Reduce -0.8% 595 $179K
HHM Wealth Advisors, LLC 0.02% Reduce -5.0% 591 $178K
Picton Mahoney Asset Management 0.00% Reduce -15.7% 590 $177K
Vermillion Wealth Management, Inc. 0.04% Add +0.2% 589 $177K
Family Legacy Financial Solutions, LLC 0.11% New 588 $177K
Marshall & Sterling Wealth Advisors Inc. 0.10% No change 586 $176K
Darwin Wealth Management, LLC 0.05% Reduce -1.7% 585 $176K
Guardian Partners Inc. 0.02% New 580 $174K
Glassman Wealth Services 0.02% Reduce -15.8% 567 $170K
Private Wealth Management Group, LLC 0.04% No change 565 $170K
Sumitomo Mitsui Financial Group, Inc. 0.00% Reduce -11.4% 562 $169K
WPG Advisers, LLC 0.10% No change 558 $168K
ESL Trust Services, LLC 0.03% No change 555 $167K
DB Fitzpatrick & Co, Inc 0.13% Reduce -0.9% 553 $166K
CoreFirst Bank & Trust 0.08% Add +6.3% 553 $166K
Creative Financial Designs Inc. 0.01% Add +2.8% 550 $165K
Aventura Private Wealth, LLC 0.05% Add +121.0% 548 $165K
Pillar Financial Advisors, LLC 0.09% No change 543 $163K
Key Client Fiduciary Advisors, LLC 0.05% New 540 $162K
Gill Capital Partners, LLC 0.04% Reduce -11.7% 538 $162K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -64.7% 533 $160K
Harris Associates (Oakmark Funds) 0.00% No change 533 $160K
Trust Co 0.01% Reduce -1.5% 528 $159K
Aberdeen Wealth Management LLC 0.07% No change 520 $156K
Entrust Financial LLC 0.10% No change 513 $154K
Integrity Financial Corp 0.07% No change 508 $153K
Beacon Financial Strategies CORP 0.08% Reduce -7.8% 505 $152K
Balentine LLC 0.01% No change 501 $151K
Reicon Wealth Advisors, LLC 0.09% Reduce -16.7% 500 $150K
LRI Investments, LLC 0.01% No change 500 $150K
West Financial Advisors, LLC 0.02% No change 498 $150K
Collier Financial 0.10% Reduce -9.0% 487 $146K
MJT & Associates Financial Advisory Group, Inc. 0.10% Reduce -1.6% 485 $146K
Consultiva Wealth Management, Corp. 0.33% No change 484 $145K
Cordant, Inc. 0.05% Add +375.0% 475 $143K
Morling Financial Advisors, LLC 0.04% No change 475 $143K
Roxbury Financial LLC 0.11% Reduce -5.0% 473 $142K
First Command Advisory Services, Inc. 0.00% No change 470 $141K
Avion Wealth 0.03% No change 470 $141K
Seneschal Advisors, LLC 0.10% No change 464 $139K
Raleigh Capital Management Inc. 0.04% Add +0.2% 462 $139K
Virginia Estate & Retirement Planning Advisors Inc. 0.17% Add +142.0% 409 $139K
Fourth Dimension Wealth, LLC 0.04% Reduce -2.8% 458 $138K
Paladin Advisory Group, LLC 0.09% Reduce -11.3% 454 $136K
Wellington Shields & Co., LLC 0.03% Add +29.9% 435 $131K
Olistico Wealth, LLC 0.05% No change 423 $127K
Bollard Group LLC 0.00% No change 424 $127K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% Add +10.6% 416 $125K
Schonfeld Strategic Advisors LLC 0.00% New 416 $125K
Addison Advisors LLC 0.06% Reduce -19.3% 414 $124K
MTM Investment Management, LLC 0.04% No change 409 $123K
Abound Wealth Management 0.02% Add +39.4% 407 $122K
Hartford Financial Management Inc. 0.03% Add +55.8% 402 $121K
TD Capital Management LLC 0.01% No change 401 $121K
Westside Investment Management, Inc. 0.02% No change 400 $120K
Skylands Capital, LLC 0.01% No change 400 $120K
Pacifica Partners Inc. 0.04% No change 402 $120K
1015 Capital Partners, LLC 0.10% No change 395 $119K
Cary Street Partners Investment Advisory LLC 0.02% Add +0.5% 393 $118K
Hurley Capital, LLC 0.06% No change 380 $114K
First Pacific Financial 0.01% Add +7.7% 378 $114K
one8zero8, LLC 0.02% Reduce -3.9% 375 $113K
Cape Investment Advisory, Inc. 0.03% New 373 $112K
Hazlett, Burt & Watson, Inc. 0.03% No change 371 $111K
First United Bank & Trust 0.03% No change 365 $110K
EPG Wealth Management LLC 0.03% No change 362 $109K
Milestone Investment Advisors LLC 0.02% No change 360 $108K
Kozak & Associates, Inc. 0.02% Add +0.3% 361 $108K
Obsidian Cio, LLC 0.08% Reduce -91.2% 355 $107K
Allianz SE 0.00% No change 353 $106K
Contravisory Investment Management, Inc. 0.02% Add +1.7% 353 $106K
Pacific Center for Financial Services 0.02% No change 351 $105K
Intesa Sanpaolo Wealth Management 0.02% Reduce -24.2% 350 $105K
Advanced Asset Management Advisors Inc 0.03% Reduce -0.6% 342 $103K
Blume Capital Management, Inc. 0.02% No change 339 $102K
TOP Private Wealth LLC. 0.10% — 339 $102K
Brookwood Investment Group LLC 0.01% Add +288.5% 338 $102K
WealthCollab, LLC 0.04% No change 337 $101K
Your Advocates Ltd., LLP 0.03% Reduce -0.9% 333 $100K
TIAA Wealth Investment Management LLC 0.00% Add +35.4% 333 $100K
Kings Path Partners LLC 0.03% No change 330 $99K
Highline Wealth Partners LLC 0.02% Reduce -1.2% 329 $99K
Elequin Capital, LP 0.02% New 327 $98K
Capital Advisors, Ltd. LLC 0.01% No change 317 $95K
DecisionPoint Financial, LLC 0.02% Add +18.4% 316 $95K
Newton One Investments LLC 0.02% Reduce -1.3% 313 $94K
Stone House Investment Management, LLC 0.01% Add +0.3% 311 $93K
Truvestments Capital LLC 0.01% Add +1003.6% 309 $93K
Robbins Farley 0.04% New 308 $93K
Core Capital Management & Research, inc. 0.05% — 308 $92K
Napier Financial, LLC 0.02% No change 307 $92K
Hamilton Point Investment Advisors, LLC 0.01% No change 304 $91K
SYM FINANCIAL Corp 0.01% No change 299 $90K
Lavaca Capital LLC 0.01% New 295 $89K
N.E.W. Advisory Services LLC 0.01% Add +30.3% 288 $87K
Hoese & Co LLP 0.05% No change 275 $83K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 281 $82K
Minot DeBlois Advisors LLC 0.07% No change 272 $82K
Riverview Trust Co 0.10% No change 269 $81K
Daytona Street Capital LLC 0.06% No change 265 $78K
Y.D. More Investments Ltd 0.00% Reduce -42.4% 259 $78K
PFS Partners, LLC 0.03% Reduce -26.2% 253 $76K
Abound Financial, LLC 0.03% No change 253 $76K
FWL Investment Management, LLC 0.01% Add +91.7% 253 $76K
Holos Integrated Wealth LLC 0.04% No change 256 $76K
Motco 0.01% No change 252 $76K
Clean Yield Group 0.02% No change 250 $75K
Woodard & Co. Asset Management Group Inc. 0.01% Reduce -96.7% 250 $75K
TOWER TRUST & INVESTMENT Co 0.05% No change 250 $75K
Ankerstar Wealth, LLC 0.06% Reduce -1.6% 248 $75K
Cornerstone National Bank & Trust Co 0.02% No change 246 $74K
Richardson Capital Management LLC 0.03% Reduce -10.6% 245 $74K
Frankly Finances, LLC 0.06% No change 242 $73K
Pursuit Wealth Strategies, LLC 0.09% No change 240 $72K
American Capital Advisory, LLC 0.03% Add +7.2% 238 $72K
MeadowBrook Investment Advisors LLC 0.06% No change 234 $70K
Maryland Capital Advisors Inc. 0.02% — 233 $70K
Hilton Head Capital Partners, LLC 0.03% No change 230 $69K
1 North Wealth Services LLC 0.02% No change 230 $69K
NorthAvenue LLC 0.05% No change 225 $68K
Bayban 0.05% New 225 $68K
IMG Wealth Management, Inc. 0.04% Add +7.2% 224 $67K
Pension & Wealth Management Advisors, Inc. 0.02% No change 221 $67K
Luminist Capital LLC 0.08% New 221 $66K
Eukles Asset Management 0.03% No change 220 $66K
Barrett & Company, Inc. 0.02% No change 216 $65K
United Financial Planning Group LLC 0.03% No change 213 $64K
Nemes Rush Group LLC 0.01% No change 212 $64K
Mill Capital Management, LLC 0.00% No change 211 $63K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 209 $63K
Reyes Financial Architecture, Inc. 0.03% New 207 $62K
Vista Investment Partners LLC 0.02% New 207 $62K
ROSS\JOHNSON & Associates LLC 0.96% No change 230 $61K
Silver Grove Financial Group, Inc. 0.03% No change 202 $61K
Advisors Preferred, LLC 0.01% New 200 $60K
First Community Trust NA 0.03% No change 198 $59K
Advantage Trust Co 0.02% No change 194 $58K
Washington Trust Advisors, Inc. 0.00% No change 192 $58K
Chung Wu Investment Group, LLC 0.04% Add +375.0% 190 $57K
Punch & Associates Investment Management, Inc. 0.00% No change 185 $56K
Harel Insurance Investments & Financial Services Ltd. 0.00% No change 181 $54K
Bravera Wealth 0.02% No change 177 $53K
Burkett Financial Services, LLC 0.02% Add +0.6% 176 $53K
Hager Investment Management Services, LLC 0.02% No change 171 $51K
Weaver Capital Management LLC 0.01% No change 205 $51K
Peachtree Investment Partners, LLC 0.02% No change 168 $51K
PlanVest Financial, Inc 0.03% No change 168 $50K
Godsey & Gibb, Inc. 0.00% Reduce -16.7% 165 $50K
Caitlin John, LLC 0.03% No change 165 $50K
Marshall Investment Management, LLC 0.02% Add +0.6% 164 $49K
Axiom Investment Management LLC 0.03% No change 161 $48K
GGM Financial LLC 0.02% Add +6.8% 158 $47K
Granite FO LLC 0.02% No change 157 $47K
Midwest Capital Advisors, LLC 0.02% No change 154 $46K
Wealth Enhancement Trust Services, Inc. 0.01% New 152 $46K
Navigoe, LLC 0.02% No change 150 $45K
Allied Private Wealth LLC 0.03% — 150 $44K
Evolution Wealth Management Inc. 0.03% No change 145 $44K
Financial Network Wealth Advisors LLC 0.04% No change 143 $43K
Timbuktu Capital Management, LLC 0.06% — 142 $43K
Elevated Capital Advisors, LLC 0.01% No change 136 $41K
Conquis Financial LLC 0.03% No change 135 $41K
Philadelphia Investment Partners, LLC 0.02% No change 133 $40K
Ameliora Wealth Management Ltd. 0.01% No change 160 $39K
Tower View Wealth Management LLC 0.02% No change 128 $38K
Clearstead Trust, LLC 0.01% No change 128 $38K
Osbon Capital Management LLC 0.03% No change 127 $38K
Providence Capital Advisors, LLC 0.01% No change 126 $38K
McGuire Capital Advisors Inc. 0.02% No change 124 $37K
BankChampaign, National Association 0.03% Add +30.8% 119 $36K
Templeton & Phillips Capital Management, LLC 0.03% No change 118 $35K
REAP Financial Group, LLC 0.01% No change 116 $35K
Measured Wealth Private Client Group, LLC 0.01% No change 114 $34K
Investment Counsel Co. of Nevada 0.06% No change 108 $32K
Quaker Wealth Management, LLC 0.01% Reduce -18.0% 105 $32K
Acumen Wealth Advisors, LLC 0.01% Reduce -8.7% 105 $32K
IFS Advisors, LLC 0.02% No change 105 $32K
Montgomery Financial Services LLC 0.03% — 100 $30K
Kennebec Savings Bank 0.02% No change 100 $30K
Mark Sheptoff Financial Planning, LLC 0.02% No change 100 $30K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 100 $30K
Ramirez Asset Management, Inc. 0.00% No change 100 $30K
Beaird Harris Wealth Management, LLC 0.00% No change 97 $29K
Burk Holdings LLC 0.01% No change 96 $29K
Community Financial Services Group, LLC 0.00% No change 96 $29K
Chilton Capital Management LLC 0.00% Reduce -34.9% 95 $29K
CGC Financial Services, LLC 0.01% Reduce -62.3% 92 $28K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -28.9% 91 $27K
Sankala Group LLC 0.02% No change 90 $27K
Rakuten Securities, Inc. 0.01% Reduce -75.3% 85 $26K
Leo H. Evart, Inc. 0.02% No change 84 $25K
Rogco, LP 0.01% New 83 $25K
Investment Research & Advisory Group, Inc. 0.01% No change 83 $25K
Valley Wealth Managers, Inc. 0.00% New 83 $25K
Tounjian Advisory Partners, LLC 0.01% New 79 $24K
GS Investments, Inc. 0.02% No change 75 $23K
SIMA Wealth Partners, LLC 0.02% No change 73 $22K
SRH Advisors, LLC 0.01% No change 70 $21K
Prudent Man Investment Management, Inc. 0.01% No change 83 $20K
Ares Financial Consulting, LLC 0.01% New 64 $19K
Tidemark, LLC 0.00% No change 63 $19K
Centerpoint Advisors, LLC 0.01% Add +3.2% 65 $19K
Barnes Dennig Private Wealth Management LLC 0.01% No change 61 $18K
Bellevue Asset Management, LLC 0.01% No change 60 $18K
Key Capital Management, INC 0.01% Reduce -8.1% 57 $17K
Provident Wealth Management, LLC 0.00% Reduce -1.8% 56 $17K
Pioneer Family Office, LLC 0.01% No change 55 $17K
Kingdom Financial Group LLC. 0.00% Reduce -62.4% 53 $16K
Pin Oak Investment Advisors Inc. 0.01% New 54 $16K
Lloyd Advisory Services, LLC. 0.01% Reduce -63.1% 52 $16K
Bruce G. Allen Investments, LLC 0.01% No change 51 $15K
Ulland Investment Advisors, LLC 0.01% No change 50 $15K
Wagner Wealth Management, LLC 0.00% No change 49 $15K
Family Manage LLC 0.00% No change 49 $15K
Manning & Napier Advisors LLC 0.00% No change 49 $15K
Sittner & Nelson, LLC 0.00% New 48 $14K
NBZ Investment Advisors LLC 0.01% New 46 $14K
JPL Wealth Management, LLC 0.00% No change 46 $14K
Bullock Wealth Management Group 0.01% No change 45 $14K
Wilkerson Advisory Group LLC 0.00% Add +175.0% 44 $13K
Decker Retirement Planning Inc. 0.00% No change 44 $13K
Owl Creek Wealth Partners LLC 0.00% New 43 $13K
Granville Capital, Inc. 0.01% No change 42 $13K
Strengthening Families & Communities, LLC 0.00% No change 40 $12K
Persistent Asset Partners Ltd 0.00% New 462 $12K
Cardinal Strategic Wealth Guidance 0.00% No change 40 $12K
Pinney & Scofield, Inc. 0.01% No change 38 $11K
Elevate Wealth Advisory, Inc. 0.01% No change 37 $11K
Networth Advisors, LLC 0.01% Reduce -47.1% 36 $11K
Index Technologies Group LLC 0.01% New 35 $11K
Quantum Portfolio Management LLC 0.00% New 35 $11K
Graney & King, LLC 0.00% No change 34 $10K
KERR FINANCIAL PLANNING Corp 0.01% Reduce -3.0% 32 $10K
Robinswood Financial LLC 0.00% Reduce -26.2% 31 $10K
TFC Financial Management, Inc. 0.00% No change 30 $9K
Sawyer & Company, Inc 0.00% No change 30 $9K
Delta Asset Management LLC 0.00% No change 30 $9K
Chelsea Counsel Co. 0.00% No change 29 $9K
Signature Resources Capital Management, LLC 0.00% No change 29 $9K
West Branch Capital LLC 0.00% No change 28 $8K
Financial Consulate, Inc. 0.00% Add +212.5% 25 $8K
Comprehensive Financial Planning, Inc. 0.00% Reduce -77.5% 22 $7K
Valued Wealth Advisors LLC 0.00% No change 22 $7K
Cheviot Value Management, LLC 0.00% No change 22 $7K
Wiser Advisor Group LLC 0.01% No change 20 $6K
New England Capital Financial Advisors LLC 0.00% No change 20 $6K
Fairscale Capital, LLC 0.00% No change 19 $6K
Insight Inv LLC 0.00% No change 19 $6K
Accent Capital Management, LLC 0.00% No change 18 $5K
MH & Associates Securities Management Corp. 0.00% No change 16 $5K
Strive Financial Group ,LLC 0.00% No change 16 $5K
Solstein Capital, LLC 0.00% No change 11 $3K
Markowski Investments 0.00% — 11 $3K
Western Pacific Wealth Management, LP 0.00% No change 10 $3K
Oakmont Advisory Group, LLC 0.00% New 10 $3K
Proathlete Wealth Management LLC 0.00% No change 8 $2K
Portfolio Resources Advisor Group, Inc. 0.00% Reduce -98.0% 8 $2K
CrossGen Wealth, LLC 0.00% No change 8 $2K
Ascentis Wealth Management, LLC 0.00% Reduce -90.0% 8 $2K
Covestor Ltd 0.00% No change 5 $2K
Coston, McIsaac & Partners 0.00% No change 9 $2K
Kentucky Trust Co 0.00% No change 6 $2K
Logan Capital Management Inc. 0.00% — 6 $2K
Transamerica Financial Advisors, LLC 0.00% No change 5 $2K
Sellwood Investment Partners LLC 0.00% No change 5 $2K
Hillsdale Investment Management Inc. 0.00% No change 5 $2K
Spurstone Advisory Services, LLC 0.01% No change 3 $898
LM Advisors LLC 0.00% Add +284.9% 2,398 $719
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% Reduce -99.8% 2 $601
Morgan Dempsey Capital Management LLC 0.00% New 2 $601
PEAK6 LLC 0.00% New 2 $533
Prosperity Bancshares Inc 0.00% New 1 $300
Brooklands Fund Management Ltd 0.00% New 1 $296

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