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|
|
This page summarizes the IJR holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether IJR is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing IJR Share Count |
|---|
| Simplicity Wealth LLC |
2,870 |
218,046 |
+215,176 |
+7497.42% |
| Graybill Bartz & Assoc Ltd. |
1,870 |
43,370 |
+41,500 |
+2219.25% |
| Midwest Financial Group LLC |
3,018 |
27,429 |
+24,411 |
+808.85% |
| Cutler Group LP |
1,440 |
12,900 |
+11,460 |
+795.83% |
| GAMMA Investing LLC |
1,868 |
10,441 |
+8,573 |
+458.94% |
| Financiere des Professionnels Fonds d investissement inc. |
25,100 |
121,000 |
+95,900 |
+382.07% |
| Costello Asset Management INC |
518 |
2,445 |
+1,927 |
+372.01% |
| Principle Wealth Partners LLC |
39,562 |
156,760 |
+117,198 |
+296.24% |
| Teamwork Financial Advisors LLC |
2,436 |
8,849 |
+6,413 |
+263.26% |
| TI Trust Inc. |
3,573 |
12,428 |
+8,855 |
+247.83% |
| Eagle Strategies LLC |
7,850 |
26,248 |
+18,398 |
+234.37% |
| Hazlett Burt & Watson Inc. |
707 |
2,342 |
+1,635 |
+231.26% |
| DB Fitzpatrick & Co Inc |
13 |
42 |
+29 |
+223.08% |
| Bank of New Hampshire |
1,269 |
3,639 |
+2,370 |
+186.76% |
| Modus Advisors LLC |
3,055 |
8,743 |
+5,688 |
+186.19% |
| Secure Asset Management LLC |
4,533 |
12,726 |
+8,193 |
+180.74% |
| Tempus Wealth Planning LLC |
2,656 |
6,638 |
+3,982 |
+149.92% |
| Wright Fund Managment LLC |
4,021 |
9,473 |
+5,452 |
+135.59% |
| Wesbanco Bank Inc. |
13,471 |
30,823 |
+17,352 |
+128.81% |
| AWM Capital LLC |
4,332 |
9,903 |
+5,571 |
+128.60% |
| Fulton Breakefield Broenniman LLC |
147,448 |
326,683 |
+179,235 |
+121.56% |
| Fifth Third Wealth Advisors LLC |
80,631 |
174,880 |
+94,249 |
+116.89% |
| BEAM Asset Management LLC |
2,070 |
4,301 |
+2,231 |
+107.78% |
| Canal Capital Management LLC |
64,146 |
130,073 |
+65,927 |
+102.78% |
| Cyndeo Wealth Partners LLC |
3,948 |
7,812 |
+3,864 |
+97.87% |
| PFG Investments LLC |
12,399 |
24,500 |
+12,101 |
+97.60% |
| Wiley BROS. Aintree Capital LLC |
108,447 |
197,055 |
+88,608 |
+81.71% |
| McGuire Investment Group LLC |
57,632 |
102,030 |
+44,398 |
+77.04% |
| Keel Point LLC |
7,092 |
11,781 |
+4,689 |
+66.12% |
| Prospect Financial Services LLC |
5,140 |
8,356 |
+3,216 |
+62.57% |
| Hollencrest Capital Management |
8,212 |
13,212 |
+5,000 |
+60.89% |
| Independent Family Office LLC |
2,575 |
4,125 |
+1,550 |
+60.19% |
| SJS Investment Consulting Inc. |
32 |
51 |
+19 |
+59.38% |
| First Pacific Financial |
158 |
242 |
+84 |
+53.16% |
| Stonegate Investment Group LLC |
7,381 |
10,956 |
+3,575 |
+48.44% |
| S.A. Mason LLC |
1,476 |
2,183 |
+707 |
+47.90% |
| Matrix Asset Advisors Inc. NY |
15,684 |
23,157 |
+7,473 |
+47.65% |
| S.E.E.D. Planning Group LLC |
4,004 |
5,826 |
+1,822 |
+45.50% |
| Wolff Wiese Magana LLC |
1,083 |
1,571 |
+488 |
+45.06% |
| Counterweight Ventures LLC |
39,676 |
56,840 |
+17,164 |
+43.26% |
| Bogart Wealth LLC |
1,290 |
1,839 |
+549 |
+42.56% |
| True Link Financial Advisors LLC |
3,223 |
4,587 |
+1,364 |
+42.32% |
| American Institute for Advanced Investment Management LLP |
3,859 |
5,490 |
+1,631 |
+42.26% |
| First Citizens Bank & Trust Co. |
80,064 |
112,318 |
+32,254 |
+40.29% |
| Kanawha Capital Management LLC |
20,870 |
29,234 |
+8,364 |
+40.08% |
| Total Clarity Wealth Management Inc. |
2,167 |
3,035 |
+868 |
+40.06% |
| Palumbo Wealth Management LLC |
3,506 |
4,893 |
+1,387 |
+39.56% |
| Planning Capital Management Corp |
3,761 |
5,243 |
+1,482 |
+39.40% |
| Canvas Wealth Advisors LLC |
50,703 |
69,916 |
+19,213 |
+37.89% |
| Strategic Financial Concepts LLC |
6,205 |
8,432 |
+2,227 |
+35.89% |
| Blue Bell Private Wealth Management LLC |
2,268 |
3,081 |
+813 |
+35.85% |
| BNP Paribas Arbitrage SA |
136,238 |
184,990 |
+48,752 |
+35.78% |
| Kathmere Capital Management LLC |
2,718 |
3,687 |
+969 |
+35.65% |
| Bristlecone Advisors LLC |
103,245 |
139,753 |
+36,508 |
+35.36% |
| APCM Wealth Management for Individuals |
185,281 |
246,505 |
+61,224 |
+33.04% |
| Iron Horse Wealth Management LLC |
1,160 |
1,540 |
+380 |
+32.76% |
| Cumberland Advisors Inc. |
183,619 |
243,235 |
+59,616 |
+32.47% |
| Atlas Private Wealth Management |
13,522 |
17,908 |
+4,386 |
+32.44% |
| Atlas Capital Advisors LLC |
22 |
29 |
+7 |
+31.82% |
| Sapient Capital LLC |
15,304 |
20,170 |
+4,866 |
+31.80% |
| Sandy Cove Advisors LLC |
6,409 |
8,440 |
+2,031 |
+31.69% |
| Busey Wealth Management |
11,539 |
15,090 |
+3,551 |
+30.77% |
| Fortitude Family Office LLC |
20,438 |
26,672 |
+6,234 |
+30.50% |
| Richardson Capital Management LLC |
673 |
875 |
+202 |
+30.01% |
| Plimoth Trust Co. LLC |
6,331 |
8,221 |
+1,890 |
+29.85% |
| Galvin Gaustad & Stein LLC |
154,654 |
198,075 |
+43,421 |
+28.08% |
| Bordeaux Wealth Advisors LLC |
4,255 |
5,432 |
+1,177 |
+27.66% |
| Source Financial Advisors LLC |
5,538 |
7,049 |
+1,511 |
+27.28% |
| Eudaimonia Partners LLC |
2,123 |
2,697 |
+574 |
+27.04% |
| Culbertson A N & Co. Inc. |
12,854 |
16,316 |
+3,462 |
+26.93% |
| FCG Investment Co |
1,852 |
2,339 |
+487 |
+26.30% |
| Transform Wealth LLC |
3,954 |
4,983 |
+1,029 |
+26.02% |
| NBT Bank N A NY |
8,977 |
11,202 |
+2,225 |
+24.79% |
| Benjamin Edwards Inc. |
479 |
597 |
+118 |
+24.63% |
| Perigon Wealth Management LLC |
133,810 |
166,094 |
+32,284 |
+24.13% |
| Avondale Wealth Management |
2,862 |
3,542 |
+680 |
+23.76% |
| 4Thought Financial Group Inc. |
64,582 |
79,919 |
+15,337 |
+23.75% |
| Summit Place Financial Advisors LLC |
29,109 |
35,860 |
+6,751 |
+23.19% |
| Burns J W & Co. Inc. NY |
22,002 |
27,087 |
+5,085 |
+23.11% |
| Roble Belko & Company Inc |
56,018 |
68,832 |
+12,814 |
+22.87% |
| Drive Wealth Management LLC |
24,248 |
29,713 |
+5,465 |
+22.54% |
| Wellspring Financial Advisors LLC |
363,704 |
445,629 |
+81,925 |
+22.53% |
| SlateStone Wealth LLC |
31,936 |
39,072 |
+7,136 |
+22.34% |
| L.M. Kohn & Company |
5,791 |
7,078 |
+1,287 |
+22.22% |
| Saxony Capital Management LLC |
8,400 |
10,239 |
+1,839 |
+21.89% |
| Navalign LLC |
136,388 |
166,095 |
+29,707 |
+21.78% |
| Aurum Wealth Management Group LLC |
199,170 |
242,525 |
+43,355 |
+21.77% |
| Procyon Private Wealth Partners LLC |
4,240 |
5,161 |
+921 |
+21.72% |
| Ausdal Financial Partners Inc. |
2,239 |
2,707 |
+468 |
+20.90% |
| Congress Wealth Management LLC DE |
98,098 |
118,490 |
+20,392 |
+20.79% |
| Benjamin F. Edwards & Company Inc. |
64,504 |
77,480 |
+12,976 |
+20.12% |
| Alaska Permanent Capital Management |
480,996 |
574,706 |
+93,710 |
+19.48% |
| Premier Path Wealth Partners LLC |
47,704 |
56,822 |
+9,118 |
+19.11% |
| Evensky & Katz LLC |
1,290 |
1,535 |
+245 |
+18.99% |
| Lakeridge Wealth Management LLC |
5,123 |
6,070 |
+947 |
+18.49% |
| Red Tortoise LLC |
1,305 |
1,545 |
+240 |
+18.39% |
| Financial Perspectives Inc |
3,417 |
4,042 |
+625 |
+18.29% |
| North Star Investment Management Corp. |
4,745 |
5,601 |
+856 |
+18.04% |
| Baker Ellis Asset Management LLC |
4,335 |
5,115 |
+780 |
+17.99% |
| Atlantic Union Bankshares Corp |
4,194 |
4,940 |
+746 |
+17.79% |
| CWM LLC |
220,246 |
259,308 |
+39,062 |
+17.74% |
| Arkadios Wealth Advisors |
14,694 |
17,256 |
+2,562 |
+17.44% |
| Sugarloaf Wealth Management LLC |
2,310 |
2,710 |
+400 |
+17.32% |
| Financial Management Network Inc. |
89,376 |
104,618 |
+15,242 |
+17.05% |
| Fermata Advisors LLC |
3,520 |
4,120 |
+600 |
+17.05% |
| Millburn Ridgefield Corp |
1,812,439 |
2,121,096 |
+308,657 |
+17.03% |
| Catalyst Capital Advisors LLC |
1,812,439 |
2,121,096 |
+308,657 |
+17.03% |
| Plan Group Financial LLC |
51,736 |
60,352 |
+8,616 |
+16.65% |
| Traveka Wealth LLC |
25,381 |
29,467 |
+4,086 |
+16.10% |
| TRUE Private Wealth Advisors |
59,294 |
68,811 |
+9,517 |
+16.05% |
| Joel Isaacson & Co. LLC |
16,218 |
18,739 |
+2,521 |
+15.54% |
| Ritholtz Wealth Management |
19,824 |
22,821 |
+2,997 |
+15.12% |
| Stephens Consulting LLC |
641 |
737 |
+96 |
+14.98% |
| Yousif Capital Management LLC |
133,223 |
152,777 |
+19,554 |
+14.68% |
| Aua Capital Management LLC |
18,897 |
21,667 |
+2,770 |
+14.66% |
| Hanson & Doremus Investment Management |
2,780 |
3,186 |
+406 |
+14.60% |
| Parthenon LLC |
43,890 |
49,993 |
+6,103 |
+13.91% |
| Tilia Fiduciary Partners Inc. |
11,014 |
12,511 |
+1,497 |
+13.59% |
| Narus Financial Partners LLC |
14,555 |
16,495 |
+1,940 |
+13.33% |
| Oliver Luxxe Assets LLC |
8,400 |
9,487 |
+1,087 |
+12.94% |
| Heartwood Wealth Advisors LLC |
4,256 |
4,799 |
+543 |
+12.76% |
| Harbour Trust & Investment Management Co |
184,050 |
207,116 |
+23,066 |
+12.53% |
| Nadler Financial Group Inc. |
3,234 |
3,639 |
+405 |
+12.52% |
| Harbor Investment Advisory LLC |
10,923 |
12,286 |
+1,363 |
+12.48% |
| Verdence Capital Advisors LLC |
15,320 |
17,217 |
+1,897 |
+12.38% |
| 180 Wealth Advisors LLC |
6,268 |
7,030 |
+762 |
+12.16% |
| KMG Fiduciary Partners LLC |
70,756 |
79,349 |
+8,593 |
+12.14% |
| Delta Financial Group Inc. |
12,137 |
13,573 |
+1,436 |
+11.83% |
| Principal Financial Group Inc. |
127,026 |
141,994 |
+14,968 |
+11.78% |
| Heritage Wealth Management LLC |
2,739 |
3,060 |
+321 |
+11.72% |
| Stratos Wealth Partners LTD. |
493,217 |
549,772 |
+56,555 |
+11.47% |
| Verum Partners LLC |
90,738 |
101,029 |
+10,291 |
+11.34% |
| Stone Point Wealth LLC |
32,307 |
35,965 |
+3,658 |
+11.32% |
| Global Retirement Partners LLC |
244,190 |
271,577 |
+27,387 |
+11.22% |
| GPS Wealth Strategies Group LLC |
1,180 |
1,310 |
+130 |
+11.02% |
| Monterey Private Wealth Inc. |
3,058 |
3,394 |
+336 |
+10.99% |
| Cornell Pochily Investment Advisors Inc. |
25,568 |
28,349 |
+2,781 |
+10.88% |
| Steele Capital Management Inc. |
584,622 |
648,136 |
+63,514 |
+10.86% |
| RMR Wealth Builders |
156,650 |
173,598 |
+16,948 |
+10.82% |
| Alpha Cubed Investments LLC |
2,844 |
3,151 |
+307 |
+10.79% |
| Gryphon Financial Partners LLC |
22,486 |
24,876 |
+2,390 |
+10.63% |
| Lynch & Associates IN |
43,380 |
47,917 |
+4,537 |
+10.46% |
| Thompson Investment Management Inc. |
5,429 |
5,996 |
+567 |
+10.44% |
| Stephenson & Company Inc. |
42,188 |
46,544 |
+4,356 |
+10.33% |
| Nations Financial Group Inc. IA ADV |
108,875 |
119,867 |
+10,992 |
+10.10% |
| Fiduciary Alliance LLC |
79,766 |
87,672 |
+7,906 |
+9.91% |
| Foster & Motley Inc. |
3,663 |
4,025 |
+362 |
+9.88% |
| Narwhal Capital Management |
22,387 |
24,589 |
+2,202 |
+9.84% |
| Dohj LLC |
34,098 |
37,392 |
+3,294 |
+9.66% |
| Park Place Capital Corp |
46,040 |
50,416 |
+4,376 |
+9.50% |
| Ashton Thomas Private Wealth LLC |
219,151 |
239,887 |
+20,736 |
+9.46% |
| Mosley Wealth Management |
4,226 |
4,624 |
+398 |
+9.42% |
| Latitude Advisors LLC |
5,163 |
5,632 |
+469 |
+9.08% |
| Capital Planning LLC |
17,097 |
18,635 |
+1,538 |
+9.00% |
| Apexium Financial LP |
106,151 |
115,693 |
+9,542 |
+8.99% |
| Maltin Wealth Management Inc. |
10,393 |
11,325 |
+932 |
+8.97% |
| Private Trust Co. NA |
48,744 |
52,988 |
+4,244 |
+8.71% |
| Bfsg LLC |
2,827 |
3,071 |
+244 |
+8.63% |
| Fundamentun LLC |
65,646 |
71,298 |
+5,652 |
+8.61% |
| Apella Capital LLC |
48,216 |
52,325 |
+4,109 |
+8.52% |
| Diversified Trust Co |
27,205 |
29,516 |
+2,311 |
+8.49% |
| RFG Advisory LLC |
55,052 |
59,709 |
+4,657 |
+8.46% |
| Moody National Bank Trust Division |
61,667 |
66,855 |
+5,188 |
+8.41% |
| Roth Financial Partners LLC |
167,771 |
181,834 |
+14,063 |
+8.38% |
| Wetzel Investment Advisors Inc. |
18,226 |
19,742 |
+1,516 |
+8.32% |
| Rockland Trust Co. |
11,144 |
12,066 |
+922 |
+8.27% |
| General Partner Inc. |
12,960 |
14,030 |
+1,070 |
+8.26% |
| Capasso Planning Partners LLC |
13,692 |
14,821 |
+1,129 |
+8.25% |
| Sandbox Financial Partners LLC |
1,965 |
2,127 |
+162 |
+8.24% |
| Creative Capital Management Investments LLC |
850 |
920 |
+70 |
+8.24% |
| Signet Financial Management LLC |
16,460 |
17,807 |
+1,347 |
+8.18% |
| Natixis Advisors L.P. |
438,234 |
473,552 |
+35,318 |
+8.06% |
| Norway Savings Bank |
42,691 |
46,133 |
+3,442 |
+8.06% |
| Grant Street Asset Management Inc. |
20,551 |
22,194 |
+1,643 |
+7.99% |
| Trifecta Capital Advisors LLC |
153,831 |
166,124 |
+12,293 |
+7.99% |
| Live Oak Private Wealth LLC |
3,815 |
4,113 |
+298 |
+7.81% |
| Oakwell Private Wealth Management LLC |
144,426 |
155,641 |
+11,215 |
+7.77% |
| JGP Wealth Management LLC |
3,079 |
3,317 |
+238 |
+7.73% |
| Summit Financial LLC |
19,079 |
20,552 |
+1,473 |
+7.72% |
| Smith Chas P & Associates PA Cpas |
396,243 |
426,700 |
+30,457 |
+7.69% |
| Valeo Financial Advisors LLC |
1,775,386 |
1,909,851 |
+134,465 |
+7.57% |
| Trilogy Capital Inc. |
67,718 |
72,803 |
+5,085 |
+7.51% |
| Legacy Advisors LLC |
150,821 |
162,056 |
+11,235 |
+7.45% |
| Stockman Wealth Management Inc. |
351,341 |
377,213 |
+25,872 |
+7.36% |
| McNamara Financial Services Inc. |
28,468 |
30,539 |
+2,071 |
+7.27% |
| Fountainhead AM LLC |
225,832 |
242,252 |
+16,420 |
+7.27% |
| Birchcreek Wealth Management LLC |
30,076 |
32,242 |
+2,166 |
+7.20% |
| SWP Financial LLC |
57,148 |
61,262 |
+4,114 |
+7.20% |
| ZRC Wealth Management LLC |
45,884 |
49,185 |
+3,301 |
+7.19% |
| GFS Advisors LLC |
75,599 |
80,997 |
+5,398 |
+7.14% |
| BOK Financial Private Wealth Inc. |
274,624 |
293,997 |
+19,373 |
+7.05% |
| Crescent Grove Advisors LLC |
180,406 |
193,131 |
+12,725 |
+7.05% |
| Money Concepts Capital Corp |
99,722 |
106,723 |
+7,001 |
+7.02% |
| Petra Financial Advisors Inc. |
2,828 |
3,025 |
+197 |
+6.97% |
| MONECO Advisors LLC |
5,243 |
5,600 |
+357 |
+6.81% |
| Greenhouse Wealth Management LLC |
6,899 |
7,368 |
+469 |
+6.80% |
| Greenfield Savings Bank |
35,454 |
37,849 |
+2,395 |
+6.76% |
| First Financial Bank Trust Division |
231,813 |
247,311 |
+15,498 |
+6.69% |
| Cedar Brook Financial Partners LLC |
28,734 |
30,643 |
+1,909 |
+6.64% |
| YHB Investment Advisors Inc. |
178,750 |
190,571 |
+11,821 |
+6.61% |
| WealthCare Investment Partners LLC |
22,002 |
23,445 |
+1,443 |
+6.56% |
| Wealthcare Advisory Partners LLC |
203,612 |
216,637 |
+13,025 |
+6.40% |
| NavPoint Financial Inc. |
10,129 |
10,767 |
+638 |
+6.30% |
| Essex Financial Services Inc. |
35,158 |
37,369 |
+2,211 |
+6.29% |
| Stock Yards Bank & Trust Co. |
10,162 |
10,795 |
+633 |
+6.23% |
| Connecticut Wealth Management LLC |
834,618 |
885,811 |
+51,193 |
+6.13% |
| David J Yvars Group |
9,328 |
9,897 |
+569 |
+6.10% |
| Trust Point Inc. |
6,215 |
6,585 |
+370 |
+5.95% |
| Jamison Private Wealth Management Inc. |
10,745 |
11,377 |
+632 |
+5.88% |
| Legacy Bridge LLC |
1,543 |
1,633 |
+90 |
+5.83% |
| Woodstock Corp |
13,836 |
14,629 |
+793 |
+5.73% |
| Sage Financial Group Inc. |
418,986 |
442,792 |
+23,806 |
+5.68% |
| Sonata Capital Group Inc. |
7,362 |
7,780 |
+418 |
+5.68% |
| Valley Forge Investment Consultants Inc. ADV |
146,435 |
154,673 |
+8,238 |
+5.63% |
| Financial Advocates Investment Management |
66,197 |
69,847 |
+3,650 |
+5.51% |
| Harbor Group Inc. |
207,286 |
218,685 |
+11,399 |
+5.50% |
| Greenwood Capital Associates LLC |
101,378 |
106,932 |
+5,554 |
+5.48% |
| Main Street Financial Solutions LLC |
6,408 |
6,759 |
+351 |
+5.48% |
| Verde Capital Management |
126,995 |
133,864 |
+6,869 |
+5.41% |
| Fairway Wealth LLC |
58,931 |
62,072 |
+3,141 |
+5.33% |
| Oak Harbor Wealth Partners LLC |
75,506 |
79,500 |
+3,994 |
+5.29% |
| Moloney Securities Asset Management LLC |
15,151 |
15,945 |
+794 |
+5.24% |
| NBC Securities Inc. |
19,990 |
21,031 |
+1,041 |
+5.21% |
| Cahaba Wealth Management Inc. |
381,026 |
400,455 |
+19,429 |
+5.10% |
| Strategic Blueprint LLC |
38,400 |
40,347 |
+1,947 |
+5.07% |
| Donaldson Capital Management LLC |
3,206 |
3,367 |
+161 |
+5.02% |
| Rockwood Wealth Management LLC |
14,137 |
14,843 |
+706 |
+4.99% |
| Bremer Bank National Association |
40,569 |
42,575 |
+2,006 |
+4.94% |
| Naples Global Advisors LLC |
42,962 |
45,066 |
+2,104 |
+4.90% |
| Valley National Advisers Inc. |
60,576 |
63,462 |
+2,886 |
+4.76% |
| Fulton Bank N.A. |
11,850 |
12,408 |
+558 |
+4.71% |
| Nova R Wealth Inc. |
10,297 |
10,778 |
+481 |
+4.67% |
| F&V Capital Management LLC |
2,475 |
2,590 |
+115 |
+4.65% |
| Olistico Wealth LLC |
18,517 |
19,373 |
+856 |
+4.62% |
| Raymond James Trust N.A. |
392,532 |
410,523 |
+17,991 |
+4.58% |
| Francis Financial Inc. |
112,735 |
117,849 |
+5,114 |
+4.54% |
| West Coast Financial LLC |
1,155,233 |
1,207,293 |
+52,060 |
+4.51% |
| WBH Advisory Inc. |
33,711 |
35,227 |
+1,516 |
+4.50% |
| FFT Wealth Management LLC |
124,909 |
130,511 |
+5,602 |
+4.48% |
| Commonwealth Equity Services LLC |
3,588,801 |
3,748,419 |
+159,618 |
+4.45% |
| Allworth Financial LP |
728,079 |
760,471 |
+32,392 |
+4.45% |
| Buffington Mohr McNeal |
2,749 |
2,871 |
+122 |
+4.44% |
| Triangle Securities Wealth Management |
51,788 |
54,036 |
+2,248 |
+4.34% |
| Iowa State Bank |
99,786 |
104,118 |
+4,332 |
+4.34% |
| Clifford Swan Investment Counsel LLC |
69,679 |
72,699 |
+3,020 |
+4.33% |
| Somerset Trust Co |
5,059 |
5,277 |
+218 |
+4.31% |
| Resonant Capital Advisors LLC |
210,859 |
219,914 |
+9,055 |
+4.29% |
| Clarity Wealth Advisors LLC |
2,925 |
3,050 |
+125 |
+4.27% |
| IFG Advisors LLC |
171,728 |
179,037 |
+7,309 |
+4.26% |
| SeaCrest Wealth Management LLC |
4,396 |
4,583 |
+187 |
+4.25% |
| Investment Advisory Group LLC |
99,801 |
104,047 |
+4,246 |
+4.25% |
| Lewis Asset Management LLC |
24,401 |
25,387 |
+986 |
+4.04% |
| Lodestar Private Asset Management LLC |
111,191 |
115,612 |
+4,421 |
+3.98% |
| Pathway Financial Advisors LLC |
66,819 |
69,457 |
+2,638 |
+3.95% |
| Bangor Savings Bank |
433,661 |
450,761 |
+17,100 |
+3.94% |
| Andina Capital Management LLC |
4,739 |
4,922 |
+183 |
+3.86% |
| Indiana Trust & Investment Management CO |
7,946 |
8,251 |
+305 |
+3.84% |
| Sterling Investment Counsel LLC |
35,421 |
36,759 |
+1,338 |
+3.78% |
| Sage Financial Management Group Inc. |
23,901 |
24,802 |
+901 |
+3.77% |
| Single Point Partners LLC |
225,283 |
233,780 |
+8,497 |
+3.77% |
| BlueChip Wealth Advisors LLC |
11,050 |
11,463 |
+413 |
+3.74% |
| SNS Financial Group LLC |
3,011 |
3,123 |
+112 |
+3.72% |
| Norris Perne & French LLP MI |
107,108 |
111,063 |
+3,955 |
+3.69% |
| Traynor Capital Management Inc. |
65,349 |
67,751 |
+2,402 |
+3.68% |
| Signature Securities Group Corporation |
142,416 |
147,642 |
+5,226 |
+3.67% |
| Catalyst Financial Partners LLC |
166,106 |
172,202 |
+6,096 |
+3.67% |
| Klingman & Associates LLC |
480,054 |
497,202 |
+17,148 |
+3.57% |
| Legacy Wealth Management Inc |
436,262 |
451,745 |
+15,483 |
+3.55% |
| Chicago Partners Investment Group LLC |
128,237 |
132,772 |
+4,535 |
+3.54% |
| Cutler Investment Counsel LLC |
49,990 |
51,754 |
+1,764 |
+3.53% |
| Omega Financial Group LLC |
99,387 |
102,869 |
+3,482 |
+3.50% |
| OLD National Bancorp IN |
38,618 |
39,959 |
+1,341 |
+3.47% |
| Emerald Advisors LLC |
27,472 |
28,411 |
+939 |
+3.42% |
| First Bank & Trust |
108,449 |
112,100 |
+3,651 |
+3.37% |
| CRA Financial Services LLC |
25,481 |
26,330 |
+849 |
+3.33% |
| Harbour Capital Advisors LLC |
15,586 |
16,096 |
+510 |
+3.27% |
| Macroview Investment Management LLC |
15,878 |
16,396 |
+518 |
+3.26% |
| Legacy Financial Strategies LLC |
127,520 |
131,679 |
+4,159 |
+3.26% |
| Ballew Advisors Inc |
46,039 |
47,540 |
+1,501 |
+3.26% |
| Grove Bank & Trust |
302,806 |
312,503 |
+9,697 |
+3.20% |
| Twin Peaks Wealth Advisors LLC |
4,544 |
4,689 |
+145 |
+3.19% |
| CWS Financial Advisors LLC |
153,878 |
158,763 |
+4,885 |
+3.17% |
| Pinnacle Financial Partners Inc. |
174,875 |
180,341 |
+5,466 |
+3.13% |
| Davis Capital Management |
482 |
497 |
+15 |
+3.11% |
| Intergy Private Wealth LLC |
10,645 |
10,970 |
+325 |
+3.05% |
| Marietta Wealth Management LLC |
141,199 |
145,371 |
+4,172 |
+2.95% |
| Long Run Wealth Advisors LLC |
91,860 |
94,573 |
+2,713 |
+2.95% |
| Leverty Financial Group LLC |
12,790 |
13,162 |
+372 |
+2.91% |
| Farmers & Merchants Investments Inc. |
914,369 |
940,699 |
+26,330 |
+2.88% |
| Bluestem Financial Advisors LLC |
25,625 |
26,339 |
+714 |
+2.79% |
| Partnership Wealth Management LLC |
32,786 |
33,702 |
+916 |
+2.79% |
| Oakworth Capital Inc. |
576,299 |
592,051 |
+15,752 |
+2.73% |
| SkyOak Wealth LLC |
79,684 |
81,762 |
+2,078 |
+2.61% |
| Carlton Hofferkamp & Jenks Wealth Management LLC |
29,369 |
30,132 |
+763 |
+2.60% |
| LGL Partners LLC |
144,004 |
147,729 |
+3,725 |
+2.59% |
| KFA Private Wealth Group LLC |
131,919 |
135,317 |
+3,398 |
+2.58% |
| NorthCrest Asset Manangement LLC |
63,882 |
65,531 |
+1,649 |
+2.58% |
| Hubbell Strickland Wealth Management LLC |
28,447 |
29,159 |
+712 |
+2.50% |
| Wealth Enhancement Advisory Services LLC |
1,107,836 |
1,135,222 |
+27,386 |
+2.47% |
| Investment Advisory Services Inc. TX ADV |
18,003 |
18,441 |
+438 |
+2.43% |
| Willis Johnson & Associates Inc. |
173,534 |
177,731 |
+4,197 |
+2.42% |
| Clear Creek Financial Management LLC |
22,200 |
22,732 |
+532 |
+2.40% |
| BKD Wealth Advisors LLC |
168,896 |
172,848 |
+3,952 |
+2.34% |
| Quad Cities Investment Group LLC |
28,477 |
29,136 |
+659 |
+2.31% |
| Garrett Investment Advisors LLC |
3,413 |
3,487 |
+74 |
+2.17% |
| Madison Park Capital Advisors LLC |
44,320 |
45,283 |
+963 |
+2.17% |
| Sequoia Financial Advisors LLC |
780,095 |
796,980 |
+16,885 |
+2.16% |
| Glass Jacobson Investment Advisors llc |
5,535 |
5,654 |
+119 |
+2.15% |
| Roman Butler Fullerton & Co. |
30,618 |
31,260 |
+642 |
+2.10% |
| Raymond James & Associates |
9,353,705 |
9,548,329 |
+194,624 |
+2.08% |
| Greenleaf Trust |
806,598 |
822,971 |
+16,373 |
+2.03% |
| Allen Capital Group LLC |
12,323 |
12,572 |
+249 |
+2.02% |
| Sunburst Financial Group LLC |
17,314 |
17,662 |
+348 |
+2.01% |
| Peak Financial Management Inc. |
63,857 |
65,132 |
+1,275 |
+2.00% |
| Sageworth Trust Co of South Dakota |
6,184 |
6,306 |
+122 |
+1.97% |
| Palisade Asset Management LLC |
29,399 |
29,973 |
+574 |
+1.95% |
| Ironwood Financial llc |
97,606 |
99,485 |
+1,879 |
+1.93% |
| KG&L Capital Management LLC |
9,610 |
9,795 |
+185 |
+1.93% |
| Mission Wealth Management LP |
440,663 |
449,015 |
+8,352 |
+1.90% |
| Ironwood Wealth Management LLC. |
103,336 |
105,297 |
+1,961 |
+1.90% |
| Unionview LLC |
39,004 |
39,726 |
+722 |
+1.85% |
| Gilman Hill Asset Management LLC |
5,572 |
5,672 |
+100 |
+1.79% |
| Walkner Condon Financial Advisors LLC |
10,590 |
10,779 |
+189 |
+1.78% |
| LongView Wealth Management |
3,991 |
4,062 |
+71 |
+1.78% |
| Round Rock Advisors LLC |
191,129 |
194,521 |
+3,392 |
+1.77% |
| Telos Capital Management Inc. |
48,135 |
48,977 |
+842 |
+1.75% |
| Anderson Fisher LLC |
122,424 |
124,542 |
+2,118 |
+1.73% |
| Coastal Investment Advisors Inc. |
14,205 |
14,449 |
+244 |
+1.72% |
| West Paces Advisors Inc. |
366,973 |
373,294 |
+6,321 |
+1.72% |
| Kaydan Wealth Management Inc. |
2,283 |
2,322 |
+39 |
+1.71% |
| Townsend & Associates Inc |
95,997 |
97,608 |
+1,611 |
+1.68% |
| Shepherd Financial Partners LLC |
6,022 |
6,120 |
+98 |
+1.63% |
| Wagner Wealth Management LLC |
2,090 |
2,124 |
+34 |
+1.63% |
| Peterson Wealth Advisors LLC |
21,881 |
22,236 |
+355 |
+1.62% |
| Provident Wealth Management LLC |
43,870 |
44,582 |
+712 |
+1.62% |
| Whitcomb & Hess Inc. |
143,963 |
146,294 |
+2,331 |
+1.62% |
| Armor Investment Advisors LLC |
1,248 |
1,268 |
+20 |
+1.60% |
| Snider Financial Group |
37,277 |
37,872 |
+595 |
+1.60% |
| Lbmc Investment Advisors LLC |
147,487 |
149,830 |
+2,343 |
+1.59% |
| jvl associates llc |
164,224 |
166,777 |
+2,553 |
+1.55% |
| LexAurum Advisors LLC |
4,104 |
4,167 |
+63 |
+1.54% |
| Alpha Omega Wealth Management LLC |
9,653 |
9,799 |
+146 |
+1.51% |
| Aspiriant LLC |
22,752 |
23,088 |
+336 |
+1.48% |
| M3 Advisory Group LLC |
3,193 |
3,240 |
+47 |
+1.47% |
| Gradient Capital Advisors LLC |
6,304 |
6,396 |
+92 |
+1.46% |
| Heritage Investors Management Corp |
36,649 |
37,181 |
+532 |
+1.45% |
| Sunpointe LLC |
4,922 |
4,993 |
+71 |
+1.44% |
| Vicus Capital |
436,186 |
442,421 |
+6,235 |
+1.43% |
| Arkansas Financial Group Inc. |
56,637 |
57,444 |
+807 |
+1.42% |
| Tompkins Financial Corp |
10,016 |
10,157 |
+141 |
+1.41% |
| Total Wealth Planning LLC |
6,653 |
6,747 |
+94 |
+1.41% |
| Truefg LLC |
176,359 |
178,850 |
+2,491 |
+1.41% |
| Valued Wealth Advisors LLC |
1,850 |
1,876 |
+26 |
+1.41% |
| Arbor Trust Wealth Advisors LLC |
13,393 |
13,580 |
+187 |
+1.40% |
| White Pine Investment CO |
66,800 |
67,730 |
+930 |
+1.39% |
| Conning Inc. |
396,628 |
401,912 |
+5,284 |
+1.33% |
| Charter Trust Co. |
205,062 |
207,785 |
+2,723 |
+1.33% |
| Brookstone Capital Management |
54,558 |
55,282 |
+724 |
+1.33% |
| Allspring Global Investments Holdings LLC |
390,346 |
395,532 |
+5,186 |
+1.33% |
| MCF Advisors LLC |
288,199 |
291,936 |
+3,737 |
+1.30% |
| Santori & Peters Inc. |
22,610 |
22,897 |
+287 |
+1.27% |
| Burkett Financial Services LLC |
61,085 |
61,857 |
+772 |
+1.26% |
| City Holding Co. |
35,023 |
35,462 |
+439 |
+1.25% |
| MV Capital Management Inc. |
7,433 |
7,525 |
+92 |
+1.24% |
| WASHINGTON TRUST Co |
148,996 |
150,799 |
+1,803 |
+1.21% |
| Chapin Davis Inc. |
20,725 |
20,972 |
+247 |
+1.19% |
| Center for Financial Planning Inc. |
11,087 |
11,218 |
+131 |
+1.18% |
| Mcrae Capital Management Inc. |
5,462 |
5,526 |
+64 |
+1.17% |
| John W. Brooker & Co. CPAs |
113,110 |
114,428 |
+1,318 |
+1.17% |
| Integrity Wealth Solutions LLC |
1,965 |
1,988 |
+23 |
+1.17% |
| Farmers Trust Co. |
33,627 |
34,017 |
+390 |
+1.16% |
| Colony Family Offices LLC |
232,046 |
234,672 |
+2,626 |
+1.13% |
| Courier Capital LLC |
93,284 |
94,305 |
+1,021 |
+1.09% |
| Parkside Financial Bank & Trust |
7,497 |
7,579 |
+82 |
+1.09% |
| Stephenson National Bank & Trust |
17,334 |
17,519 |
+185 |
+1.07% |
| Capital Asset Advisory Services LLC |
294,131 |
297,263 |
+3,132 |
+1.06% |
| W Advisors LLC |
5,406 |
5,460 |
+54 |
+1.00% |
| Rebalance LLC |
366,346 |
369,867 |
+3,521 |
+0.96% |
| Compton Financial Group LLC |
150,854 |
152,251 |
+1,397 |
+0.93% |
| Concord Wealth Partners |
3,704 |
3,738 |
+34 |
+0.92% |
| Dupree Financial Group LLC |
47,562 |
47,998 |
+436 |
+0.92% |
| Asio Capital LLC |
210,911 |
212,810 |
+1,899 |
+0.90% |
| Augustine Asset Management Inc. |
1,919 |
1,936 |
+17 |
+0.89% |
| Regions Financial Corp |
3,545,119 |
3,576,550 |
+31,431 |
+0.89% |
| Twele Capital Management Inc. |
163,475 |
164,904 |
+1,429 |
+0.87% |
| Ipswich Investment Management Co. Inc. |
5,951 |
6,001 |
+50 |
+0.84% |
| Ellis Investment Partners LLC |
74,938 |
75,546 |
+608 |
+0.81% |
| Kowal Investment Group LLC |
22,139 |
22,316 |
+177 |
+0.80% |
| Berger Financial Group Inc |
3,273 |
3,297 |
+24 |
+0.73% |
| Investment Partners Asset Management Inc. |
3,092 |
3,114 |
+22 |
+0.71% |
| Schaper Benz & Wise Investment Counsel Inc. WI |
3,761 |
3,787 |
+26 |
+0.69% |
| Acropolis Investment Management LLC |
880,660 |
886,659 |
+5,999 |
+0.68% |
| Muirfield Wealth Advisors LLC |
48,055 |
48,384 |
+329 |
+0.68% |
| New England Professional Planning Group Inc. |
150,486 |
151,448 |
+962 |
+0.64% |
| Northwest Quadrant Wealth Management LLC |
428,735 |
431,434 |
+2,699 |
+0.63% |
| Zullo Investment Group Inc. |
2,215 |
2,229 |
+14 |
+0.63% |
| Montecito Bank & Trust |
59,266 |
59,634 |
+368 |
+0.62% |
| Keystone Wealth Services LLC |
3,561 |
3,582 |
+21 |
+0.59% |
| Compass Ion Advisors LLC |
5,512 |
5,543 |
+31 |
+0.56% |
| Insight Financial Services |
57,533 |
57,856 |
+323 |
+0.56% |
| PPS&V Asset Management Consultants Inc. |
71,941 |
72,325 |
+384 |
+0.53% |
| Cedar Mountain Advisors LLC |
205,233 |
206,232 |
+999 |
+0.49% |
| Bensler LLC |
4,086 |
4,105 |
+19 |
+0.47% |
| Sunbelt Securities Inc. |
49,181 |
49,405 |
+224 |
+0.46% |
| Capital Investment Advisory Services LLC |
61,763 |
62,046 |
+283 |
+0.46% |
| Monticello Wealth Management LLC |
39,962 |
40,145 |
+183 |
+0.46% |
| Everett Harris & Co. CA |
4,294 |
4,313 |
+19 |
+0.44% |
| Chesley Taft & Associates LLC |
353,668 |
355,176 |
+1,508 |
+0.43% |
| Founders Capital Management |
234 |
235 |
+1 |
+0.43% |
| Country Club Bank GFN |
46,471 |
46,664 |
+193 |
+0.42% |
| RTD Financial Advisors Inc. |
255,200 |
256,281 |
+1,081 |
+0.42% |
| Sunflower Bank N.A. |
155,999 |
156,656 |
+657 |
+0.42% |
| Rise Advisors LLC |
502 |
504 |
+2 |
+0.40% |
| Bruce G. Allen Investments LLC |
259 |
260 |
+1 |
+0.39% |
| Camden National Bank |
70,475 |
70,744 |
+269 |
+0.38% |
| Summit Investment Advisory Services LLC |
12,944 |
12,993 |
+49 |
+0.38% |
| Revolve Wealth Partners LLC |
22,381 |
22,461 |
+80 |
+0.36% |
| Pioneer Trust Bank N A OR |
6,247 |
6,268 |
+21 |
+0.34% |
| BLB&B Advisors LLC |
842,130 |
844,932 |
+2,802 |
+0.33% |
| Palo Alto Wealth Advisors LLC |
3,234 |
3,244 |
+10 |
+0.31% |
| Clarity Capital Advisors LLC |
2,906 |
2,915 |
+9 |
+0.31% |
| Rainey & Randall Investment Management Inc. |
5,408 |
5,424 |
+16 |
+0.30% |
| Weaver Consulting Group |
1,969 |
1,975 |
+6 |
+0.30% |
| CVA Family Office LLC |
78,007 |
78,238 |
+231 |
+0.30% |
| Dentgroup LLC |
5,060 |
5,075 |
+15 |
+0.30% |
| Private Wealth Management Group LLC |
3,343 |
3,353 |
+10 |
+0.30% |
| Boltwood Capital Management |
57,811 |
57,976 |
+165 |
+0.29% |
| Soltis Investment Advisors LLC |
65,290 |
65,474 |
+184 |
+0.28% |
| Sprinkle Financial Consultants LLC |
87,123 |
87,356 |
+233 |
+0.27% |
| Newman Dignan & Sheerar Inc. |
28,223 |
28,296 |
+73 |
+0.26% |
| Ellenbecker Investment Group |
126,361 |
126,695 |
+334 |
+0.26% |
| Patriot Financial Group Insurance Agency LLC |
64,592 |
64,749 |
+157 |
+0.24% |
| Ironwood Wealth Management Inc. |
144,432 |
144,766 |
+334 |
+0.23% |
| Centurion Wealth Management LLC |
7,804 |
7,822 |
+18 |
+0.23% |
| Grimes & Company Inc. |
138,011 |
138,321 |
+310 |
+0.22% |
| MBL Wealth LLC |
228,412 |
228,925 |
+513 |
+0.22% |
| Financial Freedom LLC |
6,852 |
6,864 |
+12 |
+0.18% |
| Harbor Advisory Corp MA |
69,685 |
69,781 |
+96 |
+0.14% |
| Summit Trail Advisors LLC |
95,293 |
95,431 |
+138 |
+0.14% |
| Fort Henry Capital LLC |
161,878 |
162,083 |
+205 |
+0.13% |
| Eaton Financial Holdings Company LLC |
2,450 |
2,453 |
+3 |
+0.12% |
| Townsend Asset Management Corp NC ADV |
9,762 |
9,772 |
+10 |
+0.10% |
| Private Advisor Group LLC |
537,772 |
538,327 |
+555 |
+0.10% |
| Patriot Investment Management Inc. |
32,687 |
32,721 |
+34 |
+0.10% |
| High Net Worth Advisory Group LLC |
15,644 |
15,658 |
+14 |
+0.09% |
| Wallington Asset Management LLC |
265,354 |
265,554 |
+200 |
+0.08% |
| Global Strategic Investment Solutions LLC |
104,668 |
104,742 |
+74 |
+0.07% |
| Stiles Financial Services Inc |
2,704 |
2,706 |
+2 |
+0.07% |
| Stokes Capital Advisors LLC |
7,879 |
7,884 |
+5 |
+0.06% |
| Alhambra Investment Partners LLC |
5,204 |
5,207 |
+3 |
+0.06% |
| Westside Investment Management Inc. |
20,508 |
20,518 |
+10 |
+0.05% |
| Elm Partners Management LLC |
18,988 |
18,997 |
+9 |
+0.05% |
| BCS Wealth Management |
2,173 |
2,174 |
+1 |
+0.05% |
| Archvest Wealth Advisors Inc. |
3,947 |
3,949 |
+2 |
+0.05% |
| Vishria Bird Financial Group LLC |
116,363 |
116,409 |
+46 |
+0.04% |
| WealthBridge Capital Management LLC |
6,670 |
6,673 |
+3 |
+0.04% |
| Denver Wealth Management Inc. |
2,479 |
2,480 |
+1 |
+0.04% |
| McNaughton Wealth Management LLC |
6,029 |
6,031 |
+2 |
+0.03% |
| Stonehearth Capital Management LLC |
50,600 |
50,609 |
+9 |
+0.02% |
| Colorado Capital Management Inc. |
20,976 |
20,981 |
+5 |
+0.02% |
| Barrett & Company Inc. |
7,082 |
7,083 |
+1 |
+0.01% |
| Sachetta LLC |
41,243 |
41,245 |
+2 |
+0.00% |
| 13F Filers Reporting New Positions In IJR |
|---|
| American National Bank & Trust Co. VA |
0 |
5,390 |
+5,390 |
+100% |
| Jacobs & Co. CA |
0 |
1,836 |
+1,836 |
+100% |
| Financial Advisory Corp UT ADV |
0 |
1,869 |
+1,869 |
+100% |
| Town & Country Bank & Trust CO dba First Bankers Trust CO |
0 |
9,987 |
+9,987 |
+100% |
| State of Alaska Department of Revenue |
0 |
21,138 |
+21,138 |
+100% |
| Hourglass Capital LLC |
0 |
4,265 |
+4,265 |
+100% |
| IMC Chicago LLC |
0 |
18,546 |
+18,546 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
1,316,301 |
+1,316,301 |
+100% |
| Northwest Bancshares Inc. |
0 |
7,960 |
+7,960 |
+100% |
| Simplex Trading LLC |
0 |
3,422 |
+3,422 |
+100% |
| Financial Management Professionals Inc. |
0 |
172 |
+172 |
+100% |
| Riverview Trust Co |
0 |
297 |
+297 |
+100% |
| BTC Capital Management Inc. |
0 |
4,625 |
+4,625 |
+100% |
| Fragasso Group Inc. |
0 |
1,884 |
+1,884 |
+100% |
| Spectrum Asset Management Inc. NB CA |
0 |
24,951 |
+24,951 |
+100% |
| Inspirion Wealth Advisors LLC |
0 |
1,813 |
+1,813 |
+100% |
| Polianta Ltd |
0 |
64,300 |
+64,300 |
+100% |
| SpiderRock Advisors LLC |
0 |
4,361 |
+4,361 |
+100% |
| 17 Capital Partners LLC |
0 |
3,882 |
+3,882 |
+100% |
| Monument Capital Management |
0 |
5,266 |
+5,266 |
+100% |
| SWS Partners |
0 |
50,265 |
+50,265 |
+100% |
| New World Advisors LLC |
0 |
1,890 |
+1,890 |
+100% |
| Cornerstone Wealth Group LLC |
0 |
59,501 |
+59,501 |
+100% |
| Hilltop Wealth Advisors LLC |
0 |
146,540 |
+146,540 |
+100% |
| Fiduciary Planning LLC |
0 |
2,054 |
+2,054 |
+100% |
| Symphony Financial Ltd. Co. |
0 |
1,848 |
+1,848 |
+100% |
| Future Financial Wealth Managment LLC |
0 |
1,210 |
+1,210 |
+100% |
| Legacy Financial Group LLC |
0 |
9,482 |
+9,482 |
+100% |
| Oak Harvest Investment Services |
0 |
1,830 |
+1,830 |
+100% |
| Foster Group Inc. |
0 |
10,108 |
+10,108 |
+100% |
| Crown Wealth Group LLC |
0 |
2,485 |
+2,485 |
+100% |
| Howard Capital Management Group LLC |
0 |
4,768 |
+4,768 |
+100% |
| Pinnacle Wealth Management Group Inc. |
0 |
26,580 |
+26,580 |
+100% |
| Members Advisory Group LLC |
0 |
2,498 |
+2,498 |
+100% |
| Intrinsic Value Partners LLC |
0 |
7,070 |
+7,070 |
+100% |
| Cypress Financial Planning LLC |
0 |
13,373 |
+13,373 |
+100% |
| Global Assets Advisory LLC |
0 |
66,072 |
+66,072 |
+100% |
| Melfa Wealth Management LLC |
0 |
4,004 |
+4,004 |
+100% |
| Phillips Wealth Planners LLC |
0 |
1,954 |
+1,954 |
+100% |
| Core Wealth Partners LLC |
0 |
2,614 |
+2,614 |
+100% |
| Tanglewood Legacy Advisors LLC |
0 |
788 |
+788 |
+100% |
| Christopher J. Hasenberg Inc |
0 |
71 |
+71 |
+100% |
| Norden Group LLC |
0 |
2,125 |
+2,125 |
+100% |
| WFA Asset Management Corp |
0 |
330 |
+330 |
+100% |
| Arlington Trust Co LLC |
0 |
6 |
+6 |
+100% |
| Turtle Creek Wealth Advisors LLC |
0 |
23 |
+23 |
+100% |
| Forthright Family Wealth Advisory LLC |
0 |
2,345 |
+2,345 |
+100% |
| Rakuten Securities Inc. |
0 |
57 |
+57 |
+100% |
| Focus Financial Network Inc. |
0 |
31,548 |
+31,548 |
+100% |
| Edge Financial Advisors LLC |
0 |
10,191 |
+10,191 |
+100% |
| Triad Wealth Partners LLC |
0 |
25,095 |
+25,095 |
+100% |
| Gerber LLC |
0 |
2,740 |
+2,740 |
+100% |
| Emprise Bank |
0 |
7,833 |
+7,833 |
+100% |
| Davies Financial Advisors Inc. |
0 |
2,772 |
+2,772 |
+100% |
| Tenon Financial LLC |
0 |
1,911 |
+1,911 |
+100% |
| Diversify Advisory Services LLC |
0 |
13,456 |
+13,456 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Terril Brothers Inc. |
2,444 |
2,444 |
UNCH |
0.00% |
| Caldwell Sutter Capital Inc. |
52 |
52 |
UNCH |
0.00% |
| Horizon Bancorp Inc. IN |
80 |
80 |
UNCH |
0.00% |
| First Financialcorp IN |
1,821 |
1,821 |
UNCH |
0.00% |
| Eclectic Associates Inc. ADV |
2,000 |
2,000 |
UNCH |
0.00% |
| First National Corp MA ADV |
13,310 |
13,310 |
UNCH |
0.00% |
| Lincoln Capital Corp |
6,442 |
6,442 |
UNCH |
0.00% |
| Guyasuta Investment Advisors Inc. |
3,737 |
3,737 |
UNCH |
0.00% |
| Moody Aldrich Partners LLC |
1,900 |
1,900 |
UNCH |
0.00% |
| Hudson Valley Investment Advisors Inc. ADV |
4,968 |
4,968 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
8,915 |
8,915 |
UNCH |
0.00% |
| Norwood Financial Corp |
1,835 |
1,835 |
UNCH |
0.00% |
| Arcadia Investment Management Corp MI |
280 |
280 |
UNCH |
0.00% |
| Duncker Streett & Co. Inc. |
4,049 |
4,049 |
UNCH |
0.00% |
| Optimum Investment Advisors |
1,629 |
1,629 |
UNCH |
0.00% |
| Amarillo National Bank |
2,076 |
2,076 |
UNCH |
0.00% |
| LVM Capital Management Ltd. MI |
6,815 |
6,815 |
UNCH |
0.00% |
| Peoples Financial Services CORP. |
250 |
250 |
UNCH |
0.00% |
| Advanced Asset Management Advisors Inc |
5,781 |
5,781 |
UNCH |
0.00% |
| Selway Asset Management |
3,000 |
3,000 |
UNCH |
0.00% |
| Lederer & Associates Investment Counsel CA |
2,780 |
2,780 |
UNCH |
0.00% |
| Nationwide Fund Advisors |
1,288,643 |
1,288,643 |
UNCH |
0.00% |
| Webster Bank N. A. |
3,081 |
3,081 |
UNCH |
0.00% |
| Argent Capital Management LLC |
4,186 |
4,186 |
UNCH |
0.00% |
| Boyd Watterson Asset Management LLC OH |
24,350 |
24,350 |
UNCH |
0.00% |
| Mogy Joel R Investment Counsel Inc. |
1,283 |
1,283 |
UNCH |
0.00% |
| Woodmont Investment Counsel LLC |
2,953 |
2,953 |
UNCH |
0.00% |
| First United Bank Trust |
155 |
155 |
UNCH |
0.00% |
| SeaBridge Investment Advisors LLC |
9,510 |
9,510 |
UNCH |
0.00% |
| Haverford Financial Services Inc. |
7,505 |
7,505 |
UNCH |
0.00% |
| Hartford Financial Management Inc. |
3,478 |
3,478 |
UNCH |
0.00% |
| Hall Laurie J Trustee |
75 |
75 |
UNCH |
0.00% |
| Capital Investment Counsel Inc |
542 |
542 |
UNCH |
0.00% |
| Argent Advisors Inc. |
6,582 |
6,582 |
UNCH |
0.00% |
| Cohen Klingenstein LLC |
2,400 |
2,400 |
UNCH |
0.00% |
| Asset Allocation & Management Company LLC |
5,541 |
5,541 |
UNCH |
0.00% |
| Rocky Mountain Advisers LLC |
2,129 |
2,129 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
338 |
338 |
UNCH |
0.00% |
| Boston Trust Walden Corp |
3,033 |
3,033 |
UNCH |
0.00% |
| Seven Post Investment Office LP |
6,298 |
6,298 |
UNCH |
0.00% |
| Lowe Wealth Advisors LLC |
131 |
131 |
UNCH |
0.00% |
| Wolf Group Capital Advisors |
18,593 |
18,593 |
UNCH |
0.00% |
| Horan Capital Advisors LLC. |
5,796 |
5,796 |
UNCH |
0.00% |
| Parkside Advisors LLC |
2,664 |
2,664 |
UNCH |
0.00% |
| Founders Capital Management LLC |
23,842 |
23,842 |
UNCH |
0.00% |
| Retirement Systems of Alabama |
83,530 |
83,530 |
UNCH |
0.00% |
| Field & Main Bank |
255 |
255 |
UNCH |
0.00% |
| E&G Advisors LP |
2,476 |
2,476 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
315 |
315 |
UNCH |
0.00% |
| Schnieders Capital Management LLC |
2,363 |
2,363 |
UNCH |
0.00% |
| CAPROCK Group Inc. |
7,556 |
7,556 |
UNCH |
0.00% |
| Northside Capital Management LLC |
3,158 |
3,158 |
UNCH |
0.00% |
| Bray Capital Advisors |
455 |
455 |
UNCH |
0.00% |
| First Personal Financial Services |
544 |
544 |
UNCH |
0.00% |
| Financial Insights Inc. |
4,863 |
4,863 |
UNCH |
0.00% |
| Community Bank & Trust Waco Texas |
2,243 |
2,243 |
UNCH |
0.00% |
| Edmonds Duncan Registered Investment Advisors LLC |
9,603 |
9,603 |
UNCH |
0.00% |
| Kohmann Bosshard Financial Services LLC |
19,063 |
19,063 |
UNCH |
0.00% |
| Farmers & Merchants Trust Co of Chambersburg PA |
1,972 |
1,972 |
UNCH |
0.00% |
| Security National Bank |
4,642 |
4,642 |
UNCH |
0.00% |
| Tower View Investment Management & Research LLC |
27 |
27 |
UNCH |
0.00% |
| Independence Bank of Kentucky |
20 |
20 |
UNCH |
0.00% |
| Murphy Middleton Hinkle & Parker Inc. |
3,080 |
3,080 |
UNCH |
0.00% |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH |
3,902 |
3,902 |
UNCH |
0.00% |
| Pflug Koory LLC |
315 |
315 |
UNCH |
0.00% |
| Retirement Group LLC |
231 |
231 |
UNCH |
0.00% |
| Essex Savings Bank |
18,637 |
18,637 |
UNCH |
0.00% |
| Dougherty Wealth Advisers LLC |
16,598 |
16,598 |
UNCH |
0.00% |
| Pasadena Private Wealth LLC |
10,000 |
10,000 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
474 |
474 |
UNCH |
0.00% |
| Hillcrest Wealth Advisors NY LLC |
6,224 |
6,224 |
UNCH |
0.00% |
| Princeton Global Asset Management LLC |
295 |
295 |
UNCH |
0.00% |
| Inscription Capital LLC |
11,814 |
11,814 |
UNCH |
0.00% |
| Sage Rhino Capital LLC |
4,249 |
4,249 |
UNCH |
0.00% |
| Your Advocates Ltd. LLP |
111 |
111 |
UNCH |
0.00% |
| Legend Financial Advisors Inc. |
130 |
130 |
UNCH |
0.00% |
| Sierra Capital LLC |
7,670 |
7,670 |
UNCH |
0.00% |
| Relyea Zuckerberg Hanson LLC |
4,778 |
4,778 |
UNCH |
0.00% |
| Banque Cantonale Vaudoise |
738 |
738 |
UNCH |
0.00% |
| Epiq Partners LLC |
2,800 |
2,800 |
UNCH |
0.00% |
| Key Financial Inc |
6,975 |
6,975 |
UNCH |
0.00% |
| Lion Street Advisors LLC |
4,970 |
4,970 |
UNCH |
0.00% |
| Investment Research & Advisory Group Inc. |
1,776 |
1,776 |
UNCH |
0.00% |
| Strategic Financial Planning Inc. |
5,299 |
5,299 |
UNCH |
0.00% |
| Magnolia Capital Management Ltd. |
41,936 |
41,936 |
UNCH |
0.00% |
| Marks Group Wealth Management Inc |
8,837 |
8,837 |
UNCH |
0.00% |
| Game Plan Financial Advisors LLC |
139 |
139 |
UNCH |
0.00% |
| Sowa Financial Group Inc. |
10,358 |
10,358 |
UNCH |
0.00% |
| StrongBox Wealth LLC |
9,231 |
9,231 |
UNCH |
0.00% |
| BNC Wealth Management LLC |
2,239 |
2,239 |
UNCH |
0.00% |
| IAG Wealth Partners LLC |
3,608 |
3,608 |
UNCH |
0.00% |
| MTM Investment Management LLC |
889 |
889 |
UNCH |
0.00% |
| Hoese & Co LLP |
170 |
170 |
UNCH |
0.00% |
| Levy Wealth Management Group LLC |
5,081 |
5,081 |
UNCH |
0.00% |
| Bond & Devick Financial Network Inc. |
2,240 |
2,240 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
67 |
67 |
UNCH |
0.00% |
| Collective Family Office LLC |
2,166 |
2,166 |
UNCH |
0.00% |
| Piscataqua Savings Bank |
635 |
635 |
UNCH |
0.00% |
| Bradley & Co. Private Wealth Management LLC |
290 |
290 |
UNCH |
0.00% |
| Derbend Asset Management |
1,987 |
1,987 |
UNCH |
0.00% |
| Bromfield Sneider Wealth Advisors |
494 |
494 |
UNCH |
0.00% |
| Pine Haven Investment Counsel Inc |
4,230 |
4,230 |
UNCH |
0.00% |
| Mill Capital Management LLC |
600 |
600 |
UNCH |
0.00% |
| Waypoint Capital Advisors LLC |
18,947 |
18,947 |
UNCH |
0.00% |
| Viewpoint Capital Management LLC |
28,112 |
28,112 |
UNCH |
0.00% |
| Lockerman Financial Group Inc. |
14,370 |
14,370 |
UNCH |
0.00% |
| Blodgett Wealth Advisors LLC |
2,195 |
2,195 |
UNCH |
0.00% |
| Perfromance Wealth Partners LLC |
5,699 |
5,699 |
UNCH |
0.00% |
| Insight Inv LLC |
92 |
92 |
UNCH |
0.00% |
| Sinecera Capital LLC |
3,537 |
3,537 |
UNCH |
0.00% |
| City State Bank |
2,358 |
2,358 |
UNCH |
0.00% |
| O ROURKE & COMPANY Inc |
3,312 |
3,312 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
843 |
843 |
UNCH |
0.00% |
| FSC Wealth Advisors LLC |
9 |
9 |
UNCH |
0.00% |
| Wallace Advisory Group LLC |
2,740 |
2,740 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
5,786 |
5,786 |
UNCH |
0.00% |
| Pacific Sage Partners LLC |
1,972 |
1,972 |
UNCH |
0.00% |
| DecisionPoint Financial LLC |
225 |
225 |
UNCH |
0.00% |
| Signature Resources Capital Management LLC |
130 |
130 |
UNCH |
0.00% |
| Horizons Wealth Management |
7,731 |
7,731 |
UNCH |
0.00% |
| Coston McIsaac & Partners |
553 |
553 |
UNCH |
0.00% |
| Lam Group Inc. |
4,000 |
4,000 |
UNCH |
0.00% |
| Heritage Wealth Partners LLC |
1,923 |
1,923 |
UNCH |
0.00% |
| Mendota Financial Group LLC |
895 |
895 |
UNCH |
0.00% |
| Petredis Investment Advisors LLC |
2,020 |
2,020 |
UNCH |
0.00% |
| Werba Rubin Papier Wealth Management |
2,601 |
2,601 |
UNCH |
0.00% |
| Cherry Tree Wealth Management LLC |
4,562 |
4,562 |
UNCH |
0.00% |
| CGC Financial Services LLC |
1,348 |
1,348 |
UNCH |
0.00% |
| Sentry LLC |
3,604 |
3,604 |
UNCH |
0.00% |
| Evergreen Private Wealth LLC |
239 |
239 |
UNCH |
0.00% |
| ORBA Wealth Advisors L.L.C. |
2,015 |
2,015 |
UNCH |
0.00% |
| GLOBALT Investments LLC GA |
2,327 |
2,327 |
UNCH |
0.00% |
| FF Advisors LLC |
2,072 |
2,072 |
UNCH |
0.00% |
| Transcendent Capital Group LLC |
16,815 |
16,815 |
UNCH |
0.00% |
| Ables Iannone Moore & Associates Inc. |
143 |
143 |
UNCH |
0.00% |
| Walden Wealth Partners LLC |
2,140 |
2,140 |
UNCH |
0.00% |
| 13F Filers Decreasing IJR Share Count |
|---|
| Winthrop Advisory Group LLC |
665,145 |
4,715 |
-660,430 |
-99.29% |
| GUNN & Co INVESTMENT MANAGEMENT INC. |
396,243 |
29,155 |
-367,088 |
-92.64% |
| Municipal Employees Retirement System of Michigan |
266,718 |
20,735 |
-245,983 |
-92.23% |
| Veracity Capital LLC |
242,779 |
27,215 |
-215,564 |
-88.79% |
| Elevated Capital Advisors LLC |
14,781 |
3,097 |
-11,684 |
-79.05% |
| Ascent Wealth Partners LLC |
8,775 |
2,119 |
-6,656 |
-75.85% |
| Sound Income Strategies LLC |
36,124 |
9,588 |
-26,536 |
-73.46% |
| M&R Capital Management Inc. |
5,482 |
1,694 |
-3,788 |
-69.10% |
| Ehrlich Financial Group |
17,839 |
5,591 |
-12,248 |
-68.66% |
| Tennessee Valley Asset Management Partners |
21,047 |
6,614 |
-14,433 |
-68.58% |
| Tyche Wealth Partners LLC |
62,242 |
21,548 |
-40,694 |
-65.38% |
| Annex Advisory Services LLC |
423,565 |
187,018 |
-236,547 |
-55.85% |
| Cardinal Strategic Wealth Guidance |
2,444 |
1,105 |
-1,339 |
-54.79% |
| Creative Financial Designs Inc. ADV |
43,329 |
19,796 |
-23,533 |
-54.31% |
| Capital Advisors Inc. OK |
246,316 |
117,958 |
-128,358 |
-52.11% |
| Wela Strategies Inc. |
65,675 |
32,122 |
-33,553 |
-51.09% |
| True Vision MN LLC |
4,370 |
2,169 |
-2,201 |
-50.37% |
| Colton Groome Financial Advisors LLC |
6,189 |
3,086 |
-3,103 |
-50.14% |
| Affiance Financial LLC |
74,497 |
38,168 |
-36,329 |
-48.77% |
| LVZ Advisors Inc. |
688,132 |
357,599 |
-330,533 |
-48.03% |
| ETF Store Inc. |
43,282 |
22,971 |
-20,311 |
-46.93% |
| Clarus Wealth Advisors |
38,435 |
20,780 |
-17,655 |
-45.93% |
| Boyd Wealth Management LLC |
95,299 |
51,746 |
-43,553 |
-45.70% |
| Patton Albertson Miller Group LLC |
8,111 |
4,437 |
-3,674 |
-45.30% |
| Compass Financial Group INC SD |
5,060 |
2,887 |
-2,173 |
-42.94% |
| Aspire Wealth Management Corp |
183 |
107 |
-76 |
-41.53% |
| LS Investment Advisors LLC |
61,529 |
35,991 |
-25,538 |
-41.51% |
| Alta Wealth Advisors LLC |
9,098 |
5,343 |
-3,755 |
-41.27% |
| Affinity Capital Advisors LLC |
33,746 |
19,853 |
-13,893 |
-41.17% |
| Seascape Capital Management |
4,694 |
2,884 |
-1,810 |
-38.56% |
| TKG Advisors LLC |
52,019 |
32,301 |
-19,718 |
-37.91% |
| PSI Advisors LLC |
44,869 |
29,019 |
-15,850 |
-35.33% |
| G&S Capital LLC |
43,470 |
28,387 |
-15,083 |
-34.70% |
| Fort Pitt Capital Group LLC |
3,518 |
2,320 |
-1,198 |
-34.05% |
| Versant Capital Management Inc |
1,425 |
950 |
-475 |
-33.33% |
| Granite Bay Wealth Management LLC |
102,528 |
69,086 |
-33,442 |
-32.62% |
| Helen Stephens Group LLC |
6,288 |
4,240 |
-2,048 |
-32.57% |
| Foundry Financial Group Inc. |
11,007 |
7,663 |
-3,344 |
-30.38% |
| Activest Wealth Management |
3,560 |
2,481 |
-1,079 |
-30.31% |
| GDS Wealth Management |
5,517 |
3,863 |
-1,654 |
-29.98% |
| West Bancorporation Inc. |
4,017 |
2,823 |
-1,194 |
-29.72% |
| Pallas Capital Advisors LLC |
10,095 |
7,280 |
-2,815 |
-27.89% |
| Powell Investment Advisors LLC |
6,118 |
4,446 |
-1,672 |
-27.33% |
| Cypress Wealth Services LLC |
6,744 |
4,947 |
-1,797 |
-26.65% |
| Beacon Financial Advisory LLC |
9,264 |
6,796 |
-2,468 |
-26.64% |
| Gradient Investments LLC |
1,412 |
1,045 |
-367 |
-25.99% |
| Market Street Wealth Management Advisors LLC |
7,002 |
5,193 |
-1,809 |
-25.84% |
| KFG Wealth Management LLC |
3,800 |
2,823 |
-977 |
-25.71% |
| Mirae Asset Global Investments Co. Ltd. |
110,000 |
82,000 |
-28,000 |
-25.45% |
| West Branch Capital LLC |
1,357 |
1,025 |
-332 |
-24.47% |
| HB Wealth Management LLC |
101,542 |
77,104 |
-24,438 |
-24.07% |
| CFM Wealth Partners LLC |
4,424 |
3,369 |
-1,055 |
-23.85% |
| Rosenberg Matthew Hamilton |
2,468 |
1,891 |
-577 |
-23.38% |
| Adviser Investments LLC |
226,073 |
173,768 |
-52,305 |
-23.14% |
| Founders Financial Securities LLC |
242,253 |
186,677 |
-55,576 |
-22.94% |
| Strategies Wealth Advisors LLC |
10,642 |
8,236 |
-2,406 |
-22.61% |
| Radnor Capital Management LLC |
2,443 |
1,891 |
-552 |
-22.60% |
| Financial Partners Group LLC |
13,225 |
10,245 |
-2,980 |
-22.53% |
| Kwmg LLC |
8,307 |
6,448 |
-1,859 |
-22.38% |
| Panoramic Investment Advisors LLC |
4,461 |
3,483 |
-978 |
-21.92% |
| Upper Left Wealth Management LLC |
3,400 |
2,656 |
-744 |
-21.88% |
| Tritonpoint Wealth LLC |
54,474 |
43,179 |
-11,295 |
-20.73% |
| First Hawaiian Bank |
214,315 |
169,980 |
-44,335 |
-20.69% |
| Trust Co. of Virginia VA |
13,708 |
10,924 |
-2,784 |
-20.31% |
| Corundum Group Inc. |
9,962 |
7,962 |
-2,000 |
-20.08% |
| Means Investment CO. Inc. |
78,016 |
62,424 |
-15,592 |
-19.99% |
| Hexagon Capital Partners LLC |
905 |
725 |
-180 |
-19.89% |
| Fortune Financial Advisors LLC |
11,426 |
9,172 |
-2,254 |
-19.73% |
| Congress Park Capital LLC |
28,134 |
22,822 |
-5,312 |
-18.88% |
| Venturi Wealth Management LLC |
6,686 |
5,426 |
-1,260 |
-18.85% |
| American Capital Advisory LLC |
7,432 |
6,034 |
-1,398 |
-18.81% |
| Smith Anglin Financial LLC |
4,970 |
4,067 |
-903 |
-18.17% |
| Integrated Investment Consultants LLC |
11,797 |
9,688 |
-2,109 |
-17.88% |
| MJP Associates Inc. ADV |
2,733 |
2,246 |
-487 |
-17.82% |
| BSW Wealth Partners |
3,632 |
3,033 |
-599 |
-16.49% |
| Checchi Capital Advisers LLC |
3,476 |
2,906 |
-570 |
-16.40% |
| Maryland Capital Advisors Inc. |
2,371 |
1,986 |
-385 |
-16.24% |
| Flagship Private Wealth LLC |
9,436 |
7,938 |
-1,498 |
-15.88% |
| Gemmer Asset Management LLC |
6,021 |
5,070 |
-951 |
-15.79% |
| Wealth Effects LLC |
8,275 |
6,969 |
-1,306 |
-15.78% |
| International Assets Investment Management LLC |
21,455 |
18,145 |
-3,310 |
-15.43% |
| Juncture Wealth Strategies LLC |
4,482 |
3,839 |
-643 |
-14.35% |
| Congress Asset Management Co. MA |
28,535 |
24,442 |
-4,093 |
-14.34% |
| Meridian Wealth Management LLC |
60,824 |
52,272 |
-8,552 |
-14.06% |
| 4J Wealth Management LLC |
2,764 |
2,376 |
-388 |
-14.04% |
| Horst & Graben Wealth Management LLC |
2,896 |
2,496 |
-400 |
-13.81% |
| Register Financial Advisors LLC |
2,138 |
1,844 |
-294 |
-13.75% |
| Cooper Financial Group |
51,875 |
44,870 |
-7,005 |
-13.50% |
| Miracle Mile Advisors LLC |
11,121 |
9,624 |
-1,497 |
-13.46% |
| Corrigan Financial Inc. |
21,136 |
18,312 |
-2,824 |
-13.36% |
| Eudaimonia Advisors LLC |
2,974 |
2,582 |
-392 |
-13.18% |
| MGO Private Wealth LLC |
4,423 |
3,847 |
-576 |
-13.02% |
| Raymond James Trust CO. of NH |
2,307 |
2,011 |
-296 |
-12.83% |
| TCP Asset Management LLC |
2,579 |
2,249 |
-330 |
-12.80% |
| Carr Financial Group Corp |
37,725 |
32,895 |
-4,830 |
-12.80% |
| TL Private Wealth |
10,317 |
8,998 |
-1,319 |
-12.78% |
| Consolidated Portfolio Review Corp |
13,210 |
11,539 |
-1,671 |
-12.65% |
| JMG Financial Group Ltd. |
29,653 |
25,952 |
-3,701 |
-12.48% |
| Charter Oak Capital Management LLC |
7,688 |
6,743 |
-945 |
-12.29% |
| Claro Advisors LLC |
11,195 |
9,839 |
-1,356 |
-12.11% |
| Private Ocean LLC |
20,148 |
17,760 |
-2,388 |
-11.85% |
| Phillips Financial Management LLC |
103,524 |
91,317 |
-12,207 |
-11.79% |
| Fairhaven Wealth Management LLC |
148,798 |
131,308 |
-17,490 |
-11.75% |
| Seelaus Asset Management LLC |
4,389 |
3,877 |
-512 |
-11.67% |
| Occidental Asset Management LLC |
4,770 |
4,217 |
-553 |
-11.59% |
| Consilium Wealth Advisory LLC |
8,628 |
7,633 |
-995 |
-11.53% |
| Welch Group LLC |
3,079 |
2,726 |
-353 |
-11.46% |
| HFG Advisors Inc. |
8,020 |
7,110 |
-910 |
-11.35% |
| Arbor Wealth Advisors LLC |
4,294 |
3,824 |
-470 |
-10.95% |
| Massmutual Trust Co. FSB ADV |
317,856 |
283,333 |
-34,523 |
-10.86% |
| Sendero Wealth Management LLC |
5,057 |
4,509 |
-548 |
-10.84% |
| Channel Wealth LLC |
2,189 |
1,952 |
-237 |
-10.83% |
| SFG Wealth Management LLC. |
2,783 |
2,484 |
-299 |
-10.74% |
| J.W. Cole Advisors Inc. |
71,212 |
63,678 |
-7,534 |
-10.58% |
| Berkshire Bank |
5,308 |
4,755 |
-553 |
-10.42% |
| Peterson Wealth Services |
3,686 |
3,305 |
-381 |
-10.34% |
| Charles Schwab Trust Co |
22,310 |
20,014 |
-2,296 |
-10.29% |
| Dakota Wealth Management |
170,719 |
153,484 |
-17,235 |
-10.10% |
| D. B. Root & Company LLC |
2,979 |
2,682 |
-297 |
-9.97% |
| Exchange Capital Management Inc. |
126,976 |
114,332 |
-12,644 |
-9.96% |
| WealthShield Partners LLC |
27,094 |
24,401 |
-2,693 |
-9.94% |
| Henrickson Nauta Wealth Advisors Inc. |
8,816 |
7,969 |
-847 |
-9.61% |
| MEMBERS Trust Co |
1,777,613 |
1,607,764 |
-169,849 |
-9.55% |
| ST Germain D J Co. Inc. |
2,134 |
1,935 |
-199 |
-9.33% |
| First National Trust Co |
663,268 |
601,966 |
-61,302 |
-9.24% |
| Meritage Portfolio Management |
21,490 |
19,542 |
-1,948 |
-9.06% |
| Bridge Advisory LLC |
19,043 |
17,339 |
-1,704 |
-8.95% |
| ERTS Wealth Advisors LLC |
10,573 |
9,635 |
-938 |
-8.87% |
| Asset Dedication LLC |
14,713 |
13,412 |
-1,301 |
-8.84% |
| Country Trust Bank |
7,718 |
7,039 |
-679 |
-8.80% |
| Aaron Wealth Advisors |
15,391 |
14,093 |
-1,298 |
-8.43% |
| Ballast Advisors LLC |
4,425 |
4,058 |
-367 |
-8.29% |
| Baldwin Brothers Inc. MA |
4,894 |
4,491 |
-403 |
-8.23% |
| Tsfg LLC |
12,400 |
11,386 |
-1,014 |
-8.18% |
| Guidance Capital Inc. |
260,054 |
238,970 |
-21,084 |
-8.11% |
| Bear Mountain Capital Inc. |
809 |
744 |
-65 |
-8.03% |
| Pachira Investments Inc. |
100,102 |
92,084 |
-8,018 |
-8.01% |
| Saxon Interests Inc. |
10,357 |
9,533 |
-824 |
-7.96% |
| Ronald Blue Trust Inc. |
13,651 |
12,581 |
-1,070 |
-7.84% |
| AdvisorNet Financial Inc |
13,214 |
12,181 |
-1,033 |
-7.82% |
| Capital Investment Advisors LLC |
291,526 |
269,179 |
-22,347 |
-7.67% |
| OneAscent Wealth Management LLC |
2,764 |
2,556 |
-208 |
-7.53% |
| Proffitt & Goodson Inc. |
164,450 |
152,116 |
-12,334 |
-7.50% |
| Crestmont Private Wealth LLC |
87,214 |
80,754 |
-6,460 |
-7.41% |
| StoneX Group Inc. |
98,109 |
90,940 |
-7,169 |
-7.31% |
| Byrne Asset Management LLC |
192 |
178 |
-14 |
-7.29% |
| Northwest Investment Counselors LLC |
4,698 |
4,356 |
-342 |
-7.28% |
| Rooted Wealth Advisors Inc. |
21,738 |
20,166 |
-1,572 |
-7.23% |
| Thrive Wealth Management LLC |
14,449 |
13,407 |
-1,042 |
-7.21% |
| Pegasus Partners Ltd. |
178,545 |
165,709 |
-12,836 |
-7.19% |
| Proequities Inc. |
126,199 |
117,148 |
-9,051 |
-7.17% |
| Bank of New York Mellon Corp |
16,196,215 |
15,070,228 |
-1,125,987 |
-6.95% |
| Park Avenue Securities LLC |
58,360 |
54,330 |
-4,030 |
-6.91% |
| Thomasville National Bank |
6,123 |
5,702 |
-421 |
-6.88% |
| Atticus Wealth Management LLC |
146 |
136 |
-10 |
-6.85% |
| First Merchants Corp |
320,150 |
298,886 |
-21,264 |
-6.64% |
| Evolution Wealth Advisors LLC |
8,180 |
7,640 |
-540 |
-6.60% |
| Cherry Creek Investment Advisors Inc. |
2,172 |
2,029 |
-143 |
-6.58% |
| Janney Montgomery Scott LLC |
778,979 |
727,957 |
-51,022 |
-6.55% |
| Selective Wealth Management Inc. |
3,133 |
2,928 |
-205 |
-6.54% |
| Orgel Wealth Management LLC |
4,284 |
4,004 |
-280 |
-6.54% |
| Sage Mountain Advisors LLC |
31,907 |
29,884 |
-2,023 |
-6.34% |
| Wealth Management Partners LLC |
29,121 |
27,295 |
-1,826 |
-6.27% |
| Courage Miller Partners LLC |
5,073 |
4,756 |
-317 |
-6.25% |
| LifePro Asset Management |
2,944 |
2,761 |
-183 |
-6.22% |
| Professional Financial Advisors LLC |
5,558 |
5,222 |
-336 |
-6.05% |
| Pacifica Partners Inc. |
1,135 |
1,068 |
-67 |
-5.90% |
| GenTrust LLC |
5,007 |
4,712 |
-295 |
-5.89% |
| Pettinga Financial Advisors LLC |
99,949 |
94,067 |
-5,882 |
-5.89% |
| Trust Co of the South |
2,652 |
2,496 |
-156 |
-5.88% |
| Benchmark Financial Wealth Advisors LLC |
111,388 |
104,864 |
-6,524 |
-5.86% |
| Financial Synergies Wealth Advisors Inc. |
379 |
358 |
-21 |
-5.54% |
| MTC Wealth Management LLC |
118,042 |
111,565 |
-6,477 |
-5.49% |
| Morton Brown Family Wealth LLC |
1,026 |
970 |
-56 |
-5.46% |
| Vista Wealth Management Group LLC |
4,337 |
4,101 |
-236 |
-5.44% |
| ZWJ Investment Counsel Inc. |
9,320 |
8,814 |
-506 |
-5.43% |
| Bridges Investment Management Inc. |
864,403 |
818,115 |
-46,288 |
-5.35% |
| First Horizon Advisors Inc. |
167,935 |
159,005 |
-8,930 |
-5.32% |
| TNF LLC |
14,955 |
14,175 |
-780 |
-5.22% |
| Sebold Capital Management Inc. |
37,812 |
35,850 |
-1,962 |
-5.19% |
| AFT Forsyth & Company Inc. |
29,914 |
28,365 |
-1,549 |
-5.18% |
| Accurate Wealth Management LLC |
9,558 |
9,076 |
-482 |
-5.04% |
| Elk River Wealth Management LLC |
304,705 |
289,469 |
-15,236 |
-5.00% |
| Louisiana State Employees Retirement System |
320,846 |
304,846 |
-16,000 |
-4.99% |
| TrueWealth Advisors LLC |
5,678 |
5,396 |
-282 |
-4.97% |
| Strategy Asset Managers LLC |
5,119 |
4,865 |
-254 |
-4.96% |
| Newbridge Financial Services Group Inc. |
1,242 |
1,181 |
-61 |
-4.91% |
| Nilsine Partners LLC |
4,060 |
3,862 |
-198 |
-4.88% |
| Buttonwood Financial Advisors Inc. |
5,866 |
5,580 |
-286 |
-4.88% |
| JFS Wealth Advisors LLC |
309,187 |
294,167 |
-15,020 |
-4.86% |
| Lane & Associates LLC |
19,410 |
18,477 |
-933 |
-4.81% |
| Mayflower Financial Advisors LLC |
63,501 |
60,461 |
-3,040 |
-4.79% |
| Bowman & Co S.C. |
4,537 |
4,322 |
-215 |
-4.74% |
| TFC Financial Management |
15,902 |
15,157 |
-745 |
-4.68% |
| Trust Co |
5,679 |
5,416 |
-263 |
-4.63% |
| Baron Financial Group LLC |
42,445 |
40,495 |
-1,950 |
-4.59% |
| Lantz Financial LLC |
4,204 |
4,011 |
-193 |
-4.59% |
| Atwood & Palmer Inc. |
1,353 |
1,292 |
-61 |
-4.51% |
| Mechanics Bank Trust Department |
28,066 |
26,803 |
-1,263 |
-4.50% |
| Enzi Wealth |
162,499 |
155,221 |
-7,278 |
-4.48% |
| Clearview Wealth Advisors LLC |
2,731 |
2,611 |
-120 |
-4.39% |
| Cornerstone Wealth Management LLC |
28,103 |
26,870 |
-1,233 |
-4.39% |
| CENTRAL TRUST Co |
102,153 |
97,789 |
-4,364 |
-4.27% |
| Legacy Trust |
77,518 |
74,298 |
-3,220 |
-4.15% |
| Johnson Bixby & Associates LLC |
7,492 |
7,182 |
-310 |
-4.14% |
| AFG Fiduciary Services Limited Partnership |
41,621 |
39,902 |
-1,719 |
-4.13% |
| Oxinas Partners Wealth Management LLC |
4,219 |
4,046 |
-173 |
-4.10% |
| Brio Consultants LLC |
18,834 |
18,069 |
-765 |
-4.06% |
| DBK Financial Counsel LLC |
31,059 |
29,804 |
-1,255 |
-4.04% |
| Northwest Capital Management Inc |
2,231 |
2,141 |
-90 |
-4.03% |
| Nicholas Hoffman & Company LLC. |
2,538 |
2,436 |
-102 |
-4.02% |
| Holistic Planning LLC |
4,596 |
4,413 |
-183 |
-3.98% |
| Cora Capital Advisors LLC |
20,036 |
19,241 |
-795 |
-3.97% |
| BKM Wealth Management LLC |
7,025 |
6,748 |
-277 |
-3.94% |
| FC Advisory LLC |
4,724 |
4,538 |
-186 |
-3.94% |
| Laurel Wealth Planning LLC |
28,164 |
27,058 |
-1,106 |
-3.93% |
| Waterway Wealth Management LLC |
160,718 |
154,445 |
-6,273 |
-3.90% |
| Flagship Harbor Advisors LLC |
63,905 |
61,444 |
-2,461 |
-3.85% |
| Janney Capital Management LLC |
6,240 |
6,000 |
-240 |
-3.85% |
| Private Capital Management LLC |
108,420 |
104,272 |
-4,148 |
-3.83% |
| UMB Bank N A MO |
883,455 |
850,134 |
-33,321 |
-3.77% |
| James Investment Research Inc. |
10,606 |
10,210 |
-396 |
-3.73% |
| Grant GrossMendelsohn LLC |
12,164 |
11,712 |
-452 |
-3.72% |
| SOL Capital Management CO |
21,752 |
20,943 |
-809 |
-3.72% |
| Capstone Triton Financial Group LLC |
26,737 |
25,750 |
-987 |
-3.69% |
| UMA Financial Services Inc. |
41,511 |
39,985 |
-1,526 |
-3.68% |
| Holland Advisory Services Inc. |
9,905 |
9,542 |
-363 |
-3.66% |
| Pennsylvania Capital Management Inc. ADV |
21,051 |
20,280 |
-771 |
-3.66% |
| Cambridge Advisors Inc. |
15,146 |
14,600 |
-546 |
-3.60% |
| Buckingham Capital Management Inc. |
41,482 |
40,003 |
-1,479 |
-3.57% |
| Regatta Capital Group LLC |
18,311 |
17,661 |
-650 |
-3.55% |
| CX Institutional |
45,338 |
43,729 |
-1,609 |
-3.55% |
| Trust Co. of Toledo NA OH |
23,538 |
22,702 |
-836 |
-3.55% |
| Patten Group Inc. |
3,974 |
3,835 |
-139 |
-3.50% |
| Citizens Business Bank |
71,910 |
69,399 |
-2,511 |
-3.49% |
| LVW Advisors LLC |
2,438 |
2,353 |
-85 |
-3.49% |
| Park National Corp OH |
2,091 |
2,019 |
-72 |
-3.44% |
| HTLF Bank |
2,796 |
2,704 |
-92 |
-3.29% |
| Coastline Trust Co |
20,390 |
19,726 |
-664 |
-3.26% |
| Foster Victor Wealth Advisors LLC |
18,032 |
17,449 |
-583 |
-3.23% |
| JNBA Financial Advisors |
119,893 |
116,022 |
-3,871 |
-3.23% |
| RDA Financial Network |
19,611 |
18,995 |
-616 |
-3.14% |
| OMNI 360 Wealth Inc. |
13,110 |
12,706 |
-404 |
-3.08% |
| Summit Financial Group Inc. |
67,079 |
65,079 |
-2,000 |
-2.98% |
| Outlook Wealth Advisors LLC |
6,638 |
6,452 |
-186 |
-2.80% |
| Halpern Financial Inc. |
103,229 |
100,423 |
-2,806 |
-2.72% |
| MPS Loria Financial Planners LLC |
296,012 |
288,002 |
-8,010 |
-2.71% |
| Morris Financial Concepts Inc. |
117,460 |
114,285 |
-3,175 |
-2.70% |
| Apeiron RIA LLC |
1,975 |
1,922 |
-53 |
-2.68% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
199,412 |
194,084 |
-5,328 |
-2.67% |
| McGlone Suttner Wealth Management Inc. |
21,794 |
21,214 |
-580 |
-2.66% |
| Brookmont Capital Management |
10,381 |
10,105 |
-276 |
-2.66% |
| GHP Investment Advisors Inc. |
83,071 |
80,871 |
-2,200 |
-2.65% |
| PBMares Wealth Management LLC |
12,007 |
11,690 |
-317 |
-2.64% |
| Brown Advisory Inc. |
268,052 |
260,972 |
-7,080 |
-2.64% |
| Dechtman Wealth Management LLC |
198,532 |
193,351 |
-5,181 |
-2.61% |
| Heritage Wealth Management Inc. Texas |
38,962 |
37,971 |
-991 |
-2.54% |
| Southland Equity Partners LLC |
3,313 |
3,230 |
-83 |
-2.51% |
| Pure Financial Advisors Inc. |
27,690 |
26,994 |
-696 |
-2.51% |
| SOA Wealth Advisors LLC. |
37,162 |
36,268 |
-894 |
-2.41% |
| First National Bank & Trust Co. of Newtown |
5,858 |
5,718 |
-140 |
-2.39% |
| Octavia Wealth Advisors LLC |
4,019 |
3,924 |
-95 |
-2.36% |
| Fifth Third Bancorp |
2,149,067 |
2,099,304 |
-49,763 |
-2.32% |
| PFS Partners LLC |
87 |
85 |
-2 |
-2.30% |
| Amplius Wealth Advisors LLC |
23,487 |
22,947 |
-540 |
-2.30% |
| Hunter Associates Investment Management LLC |
4,362 |
4,262 |
-100 |
-2.29% |
| Elwood & Goetz Wealth Advisory Group LLC |
59,362 |
58,019 |
-1,343 |
-2.26% |
| Pinnacle Wealth Management Advisory Group LLC |
171,208 |
167,413 |
-3,795 |
-2.22% |
| Confluence Wealth Services Inc. |
3,071 |
3,003 |
-68 |
-2.21% |
| Annapolis Financial Services LLC |
12,235 |
11,965 |
-270 |
-2.21% |
| Lincoln Capital LLC |
10,445 |
10,216 |
-229 |
-2.19% |
| Summit Global Investments |
55,140 |
53,939 |
-1,201 |
-2.18% |
| GoalVest Advisory LLC |
1,703 |
1,666 |
-37 |
-2.17% |
| Madrona Financial Services LLC |
2,283 |
2,234 |
-49 |
-2.15% |
| Mather Group LLC. |
70,923 |
69,397 |
-1,526 |
-2.15% |
| Forza Wealth Management LLC |
14,071 |
13,771 |
-300 |
-2.13% |
| RF&L Wealth Management LLC |
3,559 |
3,484 |
-75 |
-2.11% |
| Fiera Capital Corp |
306,272 |
299,824 |
-6,448 |
-2.11% |
| Tarbox Family Office Inc. |
104,357 |
102,200 |
-2,157 |
-2.07% |
| Financial Advisory Service Inc. |
31,438 |
30,786 |
-652 |
-2.07% |
| Moneywise Inc. |
7,988 |
7,824 |
-164 |
-2.05% |
| Capital Advisors Ltd. LLC |
17,776 |
17,411 |
-365 |
-2.05% |
| Opal Wealth Advisors LLC |
12,293 |
12,043 |
-250 |
-2.03% |
| BlueSky Wealth Advisors LLC |
18,773 |
18,391 |
-382 |
-2.03% |
| Cantor Fitzgerald Investment Adviser L.P. |
33,713 |
33,031 |
-682 |
-2.02% |
| Voisard Asset Management Group Inc. |
1,704 |
1,670 |
-34 |
-2.00% |
| Opinicus Capital Inc. |
10,317 |
10,111 |
-206 |
-2.00% |
| Leonard Rickey Investment Advisors P.L.L.C. |
5,678 |
5,569 |
-109 |
-1.92% |
| Parsons Capital Management Inc. RI |
53,424 |
52,399 |
-1,025 |
-1.92% |
| Carmichael Hill & Associates Inc. |
10,759 |
10,553 |
-206 |
-1.91% |
| Tilson Financial Group Inc. |
19,963 |
19,588 |
-375 |
-1.88% |
| Capital Advisors Wealth Management LLC |
13,036 |
12,794 |
-242 |
-1.86% |
| Aspire Private Capital LLC |
161 |
158 |
-3 |
-1.86% |
| Hudson Capital Management LLC |
62,581 |
61,541 |
-1,040 |
-1.66% |
| Moisand Fitzgerald Tamayo LLC |
8,555 |
8,413 |
-142 |
-1.66% |
| Moody Lynn & Lieberson LLC |
6,188 |
6,086 |
-102 |
-1.65% |
| Hoxton Planning & Management LLC |
5,479 |
5,389 |
-90 |
-1.64% |
| CIC Wealth LLC |
35,181 |
34,634 |
-547 |
-1.55% |
| Curtis Advisory Group LLC |
2,895 |
2,850 |
-45 |
-1.55% |
| Cambridge Investment Research Advisors Inc. |
708,368 |
697,422 |
-10,946 |
-1.55% |
| Burke & Herbert Bank & Trust Co. |
19,156 |
18,859 |
-297 |
-1.55% |
| Acorn Wealth Advisors LLC |
4,013 |
3,951 |
-62 |
-1.54% |
| Segment Wealth Management LLC |
3,304 |
3,254 |
-50 |
-1.51% |
| Financial Life Advisors |
3,465 |
3,413 |
-52 |
-1.50% |
| Windsor Capital Management LLC |
40,536 |
39,932 |
-604 |
-1.49% |
| Towerpoint Wealth LLC |
1,906 |
1,879 |
-27 |
-1.42% |
| Chemistry Wealth Management LLC |
11,578 |
11,419 |
-159 |
-1.37% |
| JB Capital LLC |
2,863 |
2,825 |
-38 |
-1.33% |
| First Interstate Bank |
499,911 |
493,240 |
-6,671 |
-1.33% |
| ADE LLC |
9,198 |
9,078 |
-120 |
-1.30% |
| Landmark Wealth Management LLC |
39,069 |
38,579 |
-490 |
-1.25% |
| Ballentine Partners LLC |
311,631 |
307,810 |
-3,821 |
-1.23% |
| Lineweaver Wealth Advisors LLC |
20,214 |
19,968 |
-246 |
-1.22% |
| Shulman DeMeo Asset Management LLC |
94,880 |
93,723 |
-1,157 |
-1.22% |
| Raymond James Financial Services Advisors Inc. |
3,790,912 |
3,744,500 |
-46,412 |
-1.22% |
| American National Bank |
26,251 |
25,933 |
-318 |
-1.21% |
| Newton One Investments LLC |
33,259 |
32,859 |
-400 |
-1.20% |
| Leavell Investment Management Inc. |
45,685 |
45,144 |
-541 |
-1.18% |
| LifePlan Financial LLC |
1,985 |
1,962 |
-23 |
-1.16% |
| Breakwater Capital Group |
23,849 |
23,576 |
-273 |
-1.14% |
| Fairman Group LLC |
2,478 |
2,450 |
-28 |
-1.13% |
| RVW Wealth LLC |
31,704 |
31,348 |
-356 |
-1.12% |
| Fifth Third Securities Inc. |
75,373 |
74,536 |
-837 |
-1.11% |
| Romano Brothers AND Company |
41,067 |
40,617 |
-450 |
-1.10% |
| Global Trust Asset Management LLC |
45,148 |
44,654 |
-494 |
-1.09% |
| Sovereign Financial Group Inc. |
11,040 |
10,923 |
-117 |
-1.06% |
| Marino Stram & Associates LLC |
129,561 |
128,199 |
-1,362 |
-1.05% |
| Etesian Wealth Advisors Inc. |
69,157 |
68,435 |
-722 |
-1.04% |
| Spire Wealth Management |
113,866 |
112,684 |
-1,182 |
-1.04% |
| Pinnacle Bank |
17,992 |
17,805 |
-187 |
-1.04% |
| Wiser Wealth Management Inc |
21,092 |
20,873 |
-219 |
-1.04% |
| Consilio Wealth Advisors LLC |
93,067 |
92,132 |
-935 |
-1.00% |
| LifeSteps Financial Inc. |
5,147 |
5,096 |
-51 |
-0.99% |
| First National Bank |
7,879 |
7,801 |
-78 |
-0.99% |
| Central Bank & Trust Co. |
30,004 |
29,713 |
-291 |
-0.97% |
| Crew Capital Management Ltd. |
9,361 |
9,273 |
-88 |
-0.94% |
| HighMark Wealth Management LLC |
83,182 |
82,400 |
-782 |
-0.94% |
| Well Done LLC |
59,837 |
59,277 |
-560 |
-0.94% |
| Family Firm Inc. |
31,124 |
30,830 |
-294 |
-0.94% |
| Silvia Mccoll Wealth Management LLC |
14,514 |
14,379 |
-135 |
-0.93% |
| Zhang Financial LLC |
15,746 |
15,599 |
-147 |
-0.93% |
| Sweet Financial Partners LLC |
14,837 |
14,702 |
-135 |
-0.91% |
| Lansing Street Advisors |
11,328 |
11,227 |
-101 |
-0.89% |
| Arcus Capital Partners LLC |
20,436 |
20,263 |
-173 |
-0.85% |
| Better Money Decisions LLC |
9,522 |
9,444 |
-78 |
-0.82% |
| Roberts Wealth Advisors LLC |
20,341 |
20,181 |
-160 |
-0.79% |
| Legacy Private Trust Co. |
79,507 |
78,893 |
-614 |
-0.77% |
| Nikulski Financial Inc. |
80,519 |
79,910 |
-609 |
-0.76% |
| Bouchey Financial Group Ltd |
4,341 |
4,308 |
-33 |
-0.76% |
| Bank of Stockton |
188,866 |
187,429 |
-1,437 |
-0.76% |
| Wooster Corthell Wealth Management Inc. |
10,030 |
9,956 |
-74 |
-0.74% |
| Autumn Glory Partners LLC |
19,517 |
19,378 |
-139 |
-0.71% |
| Sterling Investment Advisors LLC ADV |
35,113 |
34,867 |
-246 |
-0.70% |
| Evanson Asset Management LLC |
21,707 |
21,558 |
-149 |
-0.69% |
| New Hampshire Trust |
33,325 |
33,102 |
-223 |
-0.67% |
| Signature Wealth Management Partners LLC |
3,413 |
3,390 |
-23 |
-0.67% |
| Cary Street Partners Investment Advisory LLC |
108,546 |
107,832 |
-714 |
-0.66% |
| Parkside Investments LLC |
7,749 |
7,699 |
-50 |
-0.65% |
| Arcataur Capital Management LLC |
359,460 |
357,230 |
-2,230 |
-0.62% |
| Abundance Wealth Counselors |
46,015 |
45,739 |
-276 |
-0.60% |
| Institute for Wealth Management LLC. |
2,007 |
1,995 |
-12 |
-0.60% |
| Retirement Planning Group |
9,768 |
9,711 |
-57 |
-0.58% |
| Northern Oak Wealth Management Inc. |
12,533 |
12,464 |
-69 |
-0.55% |
| Compass Wealth Management LLC |
19,279 |
19,174 |
-105 |
-0.54% |
| Strategic Wealth Partners Group LLC |
325,212 |
323,469 |
-1,743 |
-0.54% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
6,816 |
6,779 |
-37 |
-0.54% |
| Ignite Planners LLC |
6,590 |
6,557 |
-33 |
-0.50% |
| Adirondack Trust Co. |
37,527 |
37,340 |
-187 |
-0.50% |
| Cranbrook Wealth Management LLC |
102,734 |
102,227 |
-507 |
-0.49% |
| Albion Financial Group UT |
335,958 |
334,357 |
-1,601 |
-0.48% |
| St. Louis Financial Planners Asset Management LLC |
101,185 |
100,731 |
-454 |
-0.45% |
| Madison Wealth Partners Inc |
52,669 |
52,434 |
-235 |
-0.45% |
| Aviance Capital Partners LLC |
9,858 |
9,816 |
-42 |
-0.43% |
| Klaas Financial Asset Advisors LLC |
31,049 |
30,923 |
-126 |
-0.41% |
| Toth Financial Advisory Corp |
491 |
489 |
-2 |
-0.41% |
| Kathleen S. Wright Associates Inc. |
4,758 |
4,739 |
-19 |
-0.40% |
| Soundmark Wealth Management LLC |
23,020 |
22,931 |
-89 |
-0.39% |
| ERn Financial LLC |
56,202 |
56,002 |
-200 |
-0.36% |
| Opus Capital Group LLC |
336,925 |
335,777 |
-1,148 |
-0.34% |
| Stratos Wealth Advisors LLC |
142,713 |
142,253 |
-460 |
-0.32% |
| Salem Investment Counselors Inc. |
6,221 |
6,203 |
-18 |
-0.29% |
| Steel Peak Wealth Management LLC |
5,299 |
5,284 |
-15 |
-0.28% |
| Insight Wealth Strategies LLC |
100,691 |
100,410 |
-281 |
-0.28% |
| Sageworth Trust Co |
201,983 |
201,424 |
-559 |
-0.28% |
| Exchange Bank |
5,403 |
5,389 |
-14 |
-0.26% |
| Smith Shellnut Wilson LLC ADV |
6,073 |
6,059 |
-14 |
-0.23% |
| CCG Wealth Management LLC |
64,503 |
64,363 |
-140 |
-0.22% |
| Appleton Partners Inc. MA |
4,947 |
4,936 |
-11 |
-0.22% |
| Kingswood Wealth Advisors LLC |
7,752 |
7,736 |
-16 |
-0.21% |
| One Day In July LLC |
579,628 |
578,488 |
-1,140 |
-0.20% |
| Steigerwald Gordon & Koch Inc. |
27,429 |
27,374 |
-55 |
-0.20% |
| Brand Asset Management Group Inc. |
2,623 |
2,618 |
-5 |
-0.19% |
| Kellett Schaffner Wealth Advisors LLC |
162,873 |
162,585 |
-288 |
-0.18% |
| KWB Wealth |
9,882 |
9,864 |
-18 |
-0.18% |
| McKinley Carter Wealth Services Inc. |
136,638 |
136,395 |
-243 |
-0.18% |
| First PREMIER Bank |
6,520 |
6,509 |
-11 |
-0.17% |
| Dynamic Advisor Solutions LLC |
166,375 |
166,086 |
-289 |
-0.17% |
| Defined Wealth Management LLC |
15,895 |
15,869 |
-26 |
-0.16% |
| Lindbrook Capital LLC |
62,138 |
62,038 |
-100 |
-0.16% |
| Wedmont Private Capital |
21,274 |
21,242 |
-32 |
-0.15% |
| Pinnacle Associates Ltd. |
256,001 |
255,619 |
-382 |
-0.15% |
| Lauer Wealth LLC |
7,778 |
7,768 |
-10 |
-0.13% |
| Planning Alternatives Ltd. ADV |
300,690 |
300,287 |
-403 |
-0.13% |
| Investment Partners LTD. |
2,598 |
2,595 |
-3 |
-0.12% |
| CJM Wealth Advisers Ltd. |
191,913 |
191,697 |
-216 |
-0.11% |
| TruWealth Advisors LLC |
3,707 |
3,703 |
-4 |
-0.11% |
| Essex Private Wealth Management LLC |
22,879 |
22,853 |
-26 |
-0.11% |
| Union Savings Bank |
30,121 |
30,091 |
-30 |
-0.10% |
| Columbus Macro LLC |
6,197 |
6,193 |
-4 |
-0.06% |
| Castle Wealth Management LLC |
4,256 |
4,254 |
-2 |
-0.05% |
| PFG Private Wealth Management LLC |
38,164 |
38,144 |
-20 |
-0.05% |
| Doliver Advisors LP |
5,046 |
5,044 |
-2 |
-0.04% |
| Sigma Investment Counselors Inc. |
586,234 |
586,038 |
-196 |
-0.03% |
| 13F Filers Exiting IJR |
|---|
| New Century Financial Group LLC |
4,201 |
0 |
-4,201 |
-100.00% |
| Wynn Capital LLC |
2,400 |
0 |
-2,400 |
-100.00% |
| GSG Advisors LLC |
2,211 |
0 |
-2,211 |
-100.00% |
| Invera Wealth Advisors LLC |
23,473 |
0 |
-23,473 |
-100.00% |
| BKA Wealth Consulting Inc. |
9,504 |
0 |
-9,504 |
-100.00% |
| Safeguard Financial LLC |
1,962 |
0 |
-1,962 |
-100.00% |
| Hutchens & Kramer Investment Management Group LLC |
2,012 |
0 |
-2,012 |
-100.00% |
| Wealthspan Partners LLC |
2,792 |
0 |
-2,792 |
-100.00% |
| Agate Pass Investment Management LLC |
1,852 |
0 |
-1,852 |
-100.00% |
| BayBridge Capital Group LLC |
28,065 |
0 |
-28,065 |
-100.00% |
| Independent Wealth Network Inc. |
3,586 |
0 |
-3,586 |
-100.00% |
| Revisor Wealth Management LLC |
2,046 |
0 |
-2,046 |
-100.00% |
| Level Financial Advisors Inc. |
254 |
0 |
-254 |
-100.00% |
| Corepath Wealth Partners LLC |
2,545 |
0 |
-2,545 |
-100.00% |
| Greystone Financial Group LLC |
6,216 |
0 |
-6,216 |
-100.00% |
| West Financial Advisors LLC |
79 |
0 |
-79 |
-100.00% |
| Centennial Wealth Advisory LLC |
17,987 |
0 |
-17,987 |
-100.00% |
| Planned Solutions Inc. |
643 |
0 |
-643 |
-100.00% |
| Gleason Group Inc. |
18 |
0 |
-18 |
-100.00% |
| Advisor Resource Council |
9,991 |
0 |
-9,991 |
-100.00% |
| Paragon Advisors LLC |
4,203 |
0 |
-4,203 |
-100.00% |
| Carolina Wealth Advisors LLC |
18 |
0 |
-18 |
-100.00% |
| tru Independence LLC |
2,505 |
0 |
-2,505 |
-100.00% |
| Curated Wealth Partners LLC |
3,688 |
0 |
-3,688 |
-100.00% |
| VERITY Wealth Advisors |
2,072 |
0 |
-2,072 |
-100.00% |
| Capital Wealth Management LLC |
2,594 |
0 |
-2,594 |
-100.00% |
| Stordahl Capital Management Inc. |
2,541 |
0 |
-2,541 |
-100.00% |
| Kovack Advisors Inc. |
5,363 |
0 |
-5,363 |
-100.00% |
| WoodTrust Financial Corp |
5,757 |
0 |
-5,757 |
-100.00% |
| Quattro Financial Advisors LLC |
108 |
0 |
-108 |
-100.00% |
| Arthur M. Cohen & Associates LLC |
1,929 |
0 |
-1,929 |
-100.00% |
| Silicon Valley Capital Partners |
319 |
0 |
-319 |
-100.00% |
| United Asset Strategies Inc. |
2,093 |
0 |
-2,093 |
-100.00% |
| Advance Capital Management Inc. |
1,970 |
0 |
-1,970 |
-100.00% |
| Halbert Hargrove Global Advisors LLC |
1,921 |
0 |
-1,921 |
-100.00% |
| Rational Advisors LLC |
1,812,439 |
0 |
-1,812,439 |
-100.00% |
| Bourgeon Capital Management LLC |
374 |
0 |
-374 |
-100.00% |
| Mitchell Sinkler & Starr PA |
2,764 |
0 |
-2,764 |
-100.00% |
| Asset Planning Corporation |
2,582 |
0 |
-2,582 |
-100.00% |
See Summary: Institutional Holders of IJR
See Details: Top 10 Hedge Funds Holding IJR
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