SPDR Gold SharesGLDETF

13F holders, Q1 2024 (March 31)
2,070holders
9famous investors
$206.35avg. 13F price*

At the end of Q1 2024, 2,070 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings. The largest holders were Morgan Stanley ($2.2B), Bank of America Corp. ($2.2B) and Toronto Dominion Bank ($1.2B). 9 famous investors held it, including David Einhorn (2.3% of Greenlight Capital (DME Capital Management)'s portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).

Company
SPDR Gold Shares
CUSIP
78463V107
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,000 Q1 2024: 2,070Q1 2024Q2 2024: 2,108Q2 2024Q3 2024: 2,212Q3 2024Q4 2024: 2,417Q4 2024Q1 2025: 2,581Q1 2025Q2 2025: 2,655Q2 2025Q3 2025: 2,770Q3 2025Q4 2025: 3,083Q4 2025Q1 2026: 3,174Q1 2026Q2 2026: 3,041Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions148$422.7M
Exits107$803.0M

Ownership 2,070 holders

Morgan Stanley 0.18% Add +0.8% 10,847,284 $2.2B
Bank of America Corp. 0.22% Reduce -0.2% 10,772,878 $2.2B
Toronto Dominion Bank 1.82% Add +23.6% 5,649,510 $1.2B
UBS Group AG 0.32% Reduce -1.8% 4,662,896 $959.3M
Wells Fargo & Company 0.20% Reduce -7.6% 3,652,473 $751.4M
First Eagle Investment Management, LLC 1.66% Add +1.8% 3,549,722 $730.2M
LPL Financial LLC 0.32% Add +0.5% 2,904,360 $597.5M
Jane Street Group, LLC 0.55% Add +51.5% 2,076,291 $427.1M
HighTower Advisors, LLC 0.57% Reduce -13.1% 1,710,018 $351.6M
Royal Bank of Canada 0.08% Add +3.2% 1,657,290 $340.9M
Mackenzie Financial Corp. 0.46% Reduce -1.2% 1,561,216 $321.2M
WealthNavi Inc. 3.60% Reduce -5.0% 1,313,236 $270.2M
Goldman Sachs Group Inc. 0.06% Add +26.6% 1,312,849 $270.1M
Comprehensive Financial Management LLC 8.46% No change 1,271,154 $261.5M
Ameriprise Financial Inc. 0.07% Add +1.8% 1,183,548 $243.6M
JPMorgan Chase & Co. 0.02% Add +71.2% 1,147,458 $236.1M
Envestnet Asset Management Inc. 0.08% Reduce -3.1% 1,100,250 $226.3M
Orbis Allan Gray Ltd 1.35% Add +13.1% 1,095,367 $225.3M
Squarepoint Ops LLC 0.85% Add +161.9% 992,295 $204.1M
Commonwealth Equity Services, LLC 0.32% Reduce -11.1% 937,420 $192.8M
State Street Corp. 0.01% Reduce -4.8% 895,597 $184.2M
Raymond James & Associates 0.12% Add +2.8% 868,088 $178.6M
Barclays PLC 0.08% Reduce -52.7% 862,921 $177.5M
Raymond James Financial Services Advisors, Inc. 0.25% Reduce -7.3% 803,007 $165.2M
Osaic Holdings, Inc. 0.34% Reduce -5.0% 740,351 $152.4M
BNP Paribas Financial Markets 0.19% Add +43.4% 733,346 $150.9M
Stifel Financial Corp. 0.17% Reduce -9.2% 720,892 $148.3M
PPSC Investment Service Corp 22.14% Add +10.6% 328,400 $144.9M
Cetera Investment Advisers 0.34% Add +461.0% 702,415 $144.5M
FIL Ltd 0.14% Reduce -9.0% 680,000 $139.9M
Citigroup Inc. 0.14% Reduce -5.5% 647,298 $133.2M
GLOBALT Investments LLC / GA 5.19% Reduce -2.4% 633,651 $130.4M
US Bancorp \de 0.18% Reduce -6.6% 612,149 $125.9M
PNC Financial Services Group, Inc. 0.09% Add +0.2% 606,517 $124.8M
Rockefeller Capital Management L.P. 0.36% Add +11.6% 598,004 $123.0M
SG Americas Securities, LLC 0.64% Reduce -54.5% 593,965 $122.2M
Northern Trust Corp. 0.02% Add +4.8% 582,235 $119.8M
Arnhold LLC 11.83% No change 543,267 $111.8M
Sequoia Financial Advisors, LLC 1.34% Reduce -3.0% 523,498 $107.7M
WS Management LLLP 9.84% Reduce -13.3% 522,178 $107.4M
GR Financial Group, LLC 24.79% New 520,176 $107.0M
Mitsubishi UFJ Trust & Banking Corp 0.24% Reduce -11.8% 515,216 $106.0M
Bleichroeder LP 24.40% No change 475,000 $97.7M
Corient Private Wealth LP 0.17% Add +0.2% 474,941 $97.7M
Marshall Wace, LLP 0.16% Reduce -13.6% 471,663 $97.0M
Sumitomo Mitsui Trust Group, Inc. 0.06% Add +2.6% 459,272 $94.5M
Cambridge Investment Research Advisors, Inc. 0.35% Reduce -13.4% 445,047 $91.6M
Euclidean Capital LLC 11.40% Reduce -68.9% 432,271 $88.9M
Truist Financial Corp. 0.13% Reduce -12.2% 420,892 $86.6M
Briaud Financial Planning Inc 48.18% Reduce -2.2% 412,054 $84.8M
Cerity Partners LLC 0.21% Reduce -10.9% 382,450 $78.8M
Rockland Trust Co. 4.08% Reduce -0.8% 376,754 $77.5M
Northwestern Mutual Wealth Management Co. 0.08% Reduce -6.4% 373,821 $76.9M
Bank of Montreal 0.02% Reduce -26.5% 366,633 $74.8M
Mizuho Bank, Ltd. 7.23% No change 340,000 $69.9M
Baird Financial Group, Inc. 0.14% Reduce -4.1% 334,596 $68.8M
Cobalt Capital Management, Inc. 19.90% No change 300,000 $61.7M
MML Investors Services, LLC 0.25% Add +0.8% 299,307 $61.6M
Bradley Foster & Sargent Inc. 1.10% Reduce -0.8% 295,271 $60.7M
Perella Weinberg Partners Capital Management LP 5.85% Reduce -19.6% 282,477 $58.1M
Sumitomo Mitsui Financial Group, Inc. 1.78% Add +3.6% 279,509 $57.5M
Manufacturers Life Insurance Company, The 0.05% Add +933.4% 267,275 $55.0M
BCM Advisors, LLC 13.49% Reduce -1.5% 248,161 $53.3M
Captrust Financial Advisors 0.20% Add +2.8% 257,960 $53.1M
Focus Partners Wealth 0.43% Add +34.9% 256,370 $52.7M
Parallax Volatility Advisers, L.P. 1.72% New 252,480 $51.9M
Prudential PLC 0.43% Reduce -18.6% 254,269 $51.9M
Factory Mutual Insurance Co. 0.60% No change 252,100 $51.9M
Total Investment Management Inc. 6.49% Reduce -0.2% 250,854 $51.6M
Proficio Capital Partners LLC 5.60% Add +6.1% 247,112 $50.9M
Greenlight Capital (DME Capital Management) 2.32% Reduce -36.3% 246,671 $50.7M
TD Asset Management Inc 0.05% Reduce -1.2% 241,343 $49.6M
Mesirow Financial Investment Management, Inc. 1.13% Add +29.2% 240,879 $49.6M
Brown Advisory Inc. 0.07% Reduce -13.8% 239,210 $49.2M
Mariner, LLC 0.10% Reduce -1.9% 238,222 $49.0M
Quantitative Investment Management, LLC 2.88% Add +482.1% 237,586 $48.9M
First National Trust Co 1.93% Reduce -7.6% 230,592 $47.4M
Rathbones Group PLC 0.27% Reduce -2.6% 225,697 $46.4M
Rock Creek Group LLC 5.79% Add +16.6% 223,975 $46.0M
Synovus Financial Corp. 0.60% Reduce -0.6% 223,134 $45.9M
W1M Asset Management Ltd 3.41% Reduce -3.1% 216,756 $44.6M
Fifth Third Bancorp 0.17% Reduce -18.3% 214,052 $44.0M
Foundations Investment Advisors, LLC 1.13% Add +25.0% 235,063 $43.2M
Private Advisor Group, LLC 0.30% Reduce -3.1% 204,436 $42.1M
ArrowMark Colorado Holdings LLC 0.46% No change 200,000 $41.1M
Nisa Investment Advisors, LLC 0.27% New 200,000 $41.1M
Janney Montgomery Scott LLC 0.12% Reduce -9.7% 199,340 $41.0M
Glenmede Trust Co. NA 0.20% Add +0.3% 193,211 $39.7M
Hancock Whitney Corp. 1.37% Reduce -1.3% 193,144 $39.7M
Staley Capital Advisers Inc. 1.85% Reduce -10.7% 193,100 $39.7M
Tanglewood Wealth Management, Inc. 4.89% Reduce -1.0% 192,317 $39.6M
Wellington Management Group LLP 0.01% Reduce -16.7% 184,890 $38.0M
Bank of New York Mellon Corp 0.01% Reduce -1.6% 183,750 $37.8M
Cibc World Market Inc. 0.10% Add +5.0% 183,635 $37.8M
Private Wealth Strategies, L.L.C. 8.11% Reduce -0.9% 182,210 $37.5M
Dimension Capital Management LLC 7.45% Reduce -1.8% 181,697 $37.4M
Credit Suisse AG/ 0.04% Reduce -14.1% 177,210 $36.5M
Kestra Advisory Services, LLC 0.24% Add +0.8% 175,380 $36.1M
Cwm, LLC 0.18% Add +6.7% 175,187 $36.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.41% Reduce -3.6% 173,551 $35.7M
HSBC Holdings PLC 0.03% Reduce -14.3% 172,987 $35.6M
Creative Planning 0.04% Reduce -1.9% 172,245 $35.4M
Ion Asset Management Ltd. 2.59% Add +23.9% 172,200 $35.4M
Cresset Asset Management, LLC 0.17% Reduce -20.1% 170,589 $35.1M
National Bank of Canada 0.06% Reduce -6.0% 160,377 $35.1M
Wolverine Trading, LLC 0.35% Add +142.3% 167,643 $34.5M
Mercer Global Advisors Inc. 0.10% Reduce -16.7% 163,870 $33.7M
Wealth Enhancement Advisory Services, LLC 0.09% Add +0.9% 159,828 $32.9M
Blair William & Co. 0.10% Add +4.1% 159,747 $32.9M
Pictet North America Advisors SA 3.62% Reduce -0.3% 158,309 $32.4M
Moody LYNN Lieberson & Walker, LLC 2.16% Reduce -2.5% 155,903 $32.1M
Bedell Frazier Investment Counselling, LLC 7.96% Reduce -0.3% 154,878 $31.9M
ING Groep NV 0.21% New 150,000 $30.9M
Townsend & Associates, Inc 3.47% Add +2.1% 138,339 $29.7M
Oakworth Capital, Inc. 2.13% Add +157.7% 137,504 $28.3M
Keybank National Association 0.12% Reduce -2.2% 137,315 $28.2M
AlTi Global, Inc. 0.79% Add +6.6% 137,114 $28.2M
Richard C. Young & CO., LTD. 3.48% Reduce -2.2% 134,883 $27.7M
Atria Wealth Solutions, Inc. 0.31% Reduce -2.2% 133,038 $27.4M
NewEdge Advisors, LLC 0.23% Reduce -5.6% 130,308 $26.8M
Brookstone Capital Management 0.48% Reduce -17.4% 130,088 $26.8M
Alliancebernstein L.P. 0.01% Reduce -0.1% 126,457 $26.0M
Comerica Bank 0.11% Add +0.1% 124,223 $25.6M
Rice Partnership, LLC 6.00% Add +6.7% 123,713 $25.5M
Steward Partners Investment Advisory, LLC 0.28% Add +10.4% 123,216 $25.3M
Simplicity Wealth,LLC 0.60% Add +2744.6% 121,889 $25.1M
Csenge Advisory Group 1.40% Add +6.6% 121,429 $25.0M
D. Scott Neal, Inc. 15.89% Reduce -0.4% 118,136 $24.3M
Bleakley Financial Group, LLC 0.68% Add +1.9% 114,186 $23.5M
Mader & Shannon Wealth Management, Inc. 13.12% Reduce -4.6% 113,729 $23.4M
WNY Asset Management, LLC 3.52% Reduce -31.1% 112,136 $23.1M
Sapient Capital LLC 0.51% Reduce -1.9% 111,505 $22.9M
Sequent Planning LLC 8.19% — 109,983 $22.6M
AMG National Trust Bank 0.66% Add +3.9% 109,008 $22.4M
Beacon Pointe Advisors, LLC 0.25% Reduce -2.3% 108,817 $22.4M
First Horizon Advisors, Inc. 0.69% Reduce -3.3% 107,764 $22.2M
Qube Research & Technologies Ltd 0.04% Add +252.8% 107,742 $22.2M
Avantax Advisory Services, Inc. 0.20% Reduce -0.6% 106,914 $22.0M
Marex Group Ltd 0.71% Reduce -13.0% 105,796 $21.8M
Pinnacle Financial Partners Inc 0.47% Add +90.6% 105,503 $21.7M
Chesley Taft & Associates LLC 1.11% Reduce -1.0% 105,477 $21.7M
Sicart Associates LLC 7.88% Reduce -4.8% 104,531 $21.5M
Allworth Financial LP 0.15% Reduce -13.0% 103,258 $21.2M
M&T Bank Corp 0.07% Reduce -0.9% 103,065 $21.2M
Equitable Holdings, Inc. 0.24% Reduce -5.8% 102,264 $21.0M
Checchi Capital Advisers, LLC 1.60% Add +6.5% 99,676 $20.5M
Renaissance Technologies 0.03% Add +17.6% 99,600 $20.5M
Man Group plc 0.06% Reduce -6.1% 99,355 $20.4M
Franklin Resources Inc. 0.01% Add +0.5% 99,214 $20.4M
CENTRAL TRUST Co 0.51% Reduce -1.2% 99,089 $20.4M
Dynamic Advisor Solutions LLC 0.68% Reduce -13.1% 98,547 $20.3M
Janney Capital Management LLC 1.31% Reduce -2.3% 95,748 $19.7M
Act Wealth Management, LLC 9.81% Add +0.9% 94,590 $19.5M
Lazard Asset Management LLC 0.03% Reduce -0.2% 92,945 $19.1M
Sigma Planning Corp 0.59% Add +98.7% 91,290 $18.8M
James Hambro & Partners LLP 0.88% Reduce -6.0% 91,268 $18.8M
AQR Capital Management 0.03% New 91,100 $18.7M
B. Riley Wealth Advisors, Inc. 0.51% Add +17.4% 109,204 $18.7M
Integrated Wealth Concepts LLC 0.27% Add +5.2% 89,975 $18.5M
Lee Financial Co 3.01% Reduce -5.1% 87,493 $18.0M
Scotia Capital Inc. 0.11% Reduce -0.7% 87,301 $18.0M
Clifford Swan Investment Counsel LLC 0.67% Add +13.8% 87,214 $17.9M
AlphaCore Capital LLC 4.75% Add +0.7% 86,602 $17.8M
Prelude Capital Management, LLC 1.22% Reduce -14.3% 86,314 $17.8M
Assetmark, Inc. 0.06% Reduce -2.6% 85,789 $17.6M
Fullerton Fund Management Co Ltd. 0.82% Add +45.2% 83,962 $17.3M
Advisory Services Network, LLC 0.38% Reduce -13.4% 83,948 $17.3M
United Asset Strategies, Inc. 1.69% Add +0.9% 82,384 $16.9M
Keel Point, LLC 1.75% Add +3.0% 82,127 $16.9M
Oppenheimer & Co. Inc. 0.28% Add +2.7% 82,103 $16.9M
Evercore Wealth Management, LLC 0.26% Reduce -0.6% 82,035 $16.9M
Corecam Pte. Ltd. 15.43% Reduce -16.8% 81,160 $16.7M
S&co Inc. 1.17% Reduce -0.1% 80,565 $16.6M
Private Wealth Advisors, LLC 6.92% Reduce -22.1% 80,398 $16.5M
Twin Focus Capital Partners, LLC 3.14% Add +5.9% 80,299 $16.5M
Walleye Trading LLC 0.27% Reduce -48.5% 80,255 $16.5M
Peapack Gladstone Financial Corp. 0.26% Reduce -2.3% 79,796 $16.4M
Allen Investment Management, LLC 0.20% Reduce -4.9% 77,599 $16.0M
Independent Advisor Alliance 0.57% Reduce -21.4% 77,137 $15.9M
Thrivent Financial for Lutherans 0.03% Reduce -4.3% 77,134 $15.9M
Northcape Wealth Management, LLC 5.78% Reduce -13.6% 77,123 $15.9M
FFG Partners, LLC 6.88% Reduce -0.8% 76,863 $15.8M
Exencial Wealth Advisors, LLC 0.59% Reduce -1.4% 76,703 $15.8M
Prospera Financial Services Inc 0.47% Reduce -31.2% 76,695 $15.8M
Essex Financial Services, Inc. 1.44% Add +1.6% 75,949 $15.6M
Sarasin & Partners LLP 0.15% Reduce -2.3% 75,863 $15.6M
Evolution Wealth Advisors, LLC 2.98% Reduce -10.5% 75,587 $15.5M
EPIQ Capital Group, LLC 6.16% Reduce -1.3% 75,173 $15.5M
Guardian Point Capital, LP 7.88% Reduce -40.0% 75,000 $15.4M
TD Waterhouse Canada Inc. 0.12% Reduce -7.3% 73,242 $15.4M
Atlantic Union Bankshares Corp 1.29% Reduce -15.4% 74,643 $15.4M
Cadence Wealth Management LLC 15.64% Reduce -19.0% 73,893 $15.2M
Rothschild Capital Partners, LLC 4.37% Reduce -0.8% 73,052 $15.0M
Neuberger Berman Group LLC 0.01% Add +0.7% 72,728 $15.0M
ExodusPoint Capital Management, LP 0.18% New 72,600 $14.9M
Envestnet Portfolio Solutions, Inc. 0.06% Add +39.5% 72,466 $14.9M
Commerce Bank 0.10% Add +3.4% 72,200 $14.9M
DDFG, Inc 4.72% Add +4.5% 72,166 $14.8M
Arkos Global Advisors 2.46% Reduce -0.3% 71,630 $14.7M
Federation des caisses Desjardins du Quebec 0.11% Add +89.0% 71,264 $14.7M
Pine Ridge Advisers LLC 1.71% No change 71,225 $14.7M
Connectus Wealth, LLC 0.40% Reduce -26.2% 71,215 $14.7M
Prudential Financial Inc. 0.02% Add +11.9% 71,046 $14.6M
Park Edge Advisors, LLC 4.06% Add +3.5% 70,779 $14.6M
CIBC Asset Management Inc 0.05% Add +2.8% 70,458 $14.5M
Victory Capital Management Inc. 0.01% No change 70,056 $14.4M
Concurrent Investment Advisors, LLC 0.59% Reduce -0.7% 69,978 $14.4M
ARS Wealth Advisors Group, LLC 1.94% Reduce -7.8% 69,812 $14.4M
Joule Financial, LLC 5.89% Add +19.8% 69,567 $14.3M
Hilltop Holdings Inc. 1.59% Reduce -9.2% 69,373 $14.3M
AE Wealth Management LLC 0.16% Reduce -80.8% 69,173 $14.2M
PFG Advisors 1.04% Reduce -8.7% 69,126 $14.2M
SCS Capital Management LLC 0.30% Add +0.0% 68,680 $14.1M
Guggenheim Capital LLC 0.10% Reduce -0.1% 67,786 $13.9M
Tocqueville Asset Management L.P. 0.23% Add +1.5% 67,490 $13.9M
Harbour Investments, Inc. 0.49% Add +34.4% 67,092 $13.8M
Fortis Group Advisors, LLC 2.52% Reduce -56.1% 66,628 $13.7M
RS Crum Inc. 3.71% Add +0.3% 66,114 $13.6M
Centerstone Investors, LLC 10.45% Add +28.9% 65,749 $13.5M
Atria Investments, Inc 0.19% Add +6.8% 65,509 $13.5M
Kestra Private Wealth Services, LLC 0.30% Reduce -4.0% 65,451 $13.5M
Baldwin Wealth Partners LLC 1.01% Reduce -0.6% 65,410 $13.5M
Stratos Wealth Advisors, LLC 0.80% Reduce -23.2% 65,329 $13.4M
Itau Unibanco Holding S.A. 0.57% Reduce -35.6% 65,000 $13.4M
Wealthfront Advisers LLC 0.05% Add +3.6% 64,643 $13.3M
Intrua Financial, LLC 2.06% Add +77.1% 64,440 $13.3M
Pettinga Financial Advisors LLC 3.33% Reduce -1.8% 63,560 $13.1M
CIBC Private Wealth Group LLC 0.03% Reduce -12.1% 62,893 $13.1M
Palumbo Wealth Management LLC 5.82% Add +1.8% 63,230 $13.0M
Millennium Management 0.01% Reduce -92.2% 63,191 $13.0M
Shufro Rose & Co. LLC 1.07% Reduce -8.9% 62,785 $12.9M
Ellsworth Advisors, LLC 3.69% Reduce -0.3% 59,359 $12.9M
Bright Financial Advisors, Inc. 9.61% — 59,901 $12.9M
D.A. Davidson & Co. 0.12% Reduce -9.5% 62,168 $12.8M
Riggs Asset Managment Co. Inc. 3.72% Reduce -25.6% 62,063 $12.8M
ICONIQ Capital, LLC 0.22% Reduce -6.5% 60,878 $12.5M
Your Advocates Ltd., LLP 5.28% Reduce -9.5% 60,810 $12.5M
Omnia Family Wealth, LLC 5.85% Add +6.5% 60,749 $12.5M
WESPAC Advisors, LLC 7.23% Add +12.1% 60,353 $12.4M
Financial Advocates Investment Management 0.72% Reduce -1.2% 60,121 $12.4M
W1M Investment Management Ltd 0.26% Reduce -0.2% 59,795 $12.3M
Avalon Capital Management 5.01% Reduce -2.5% 59,427 $12.2M
Motco 0.70% Reduce -0.2% 56,874 $11.7M
Strategic Financial Services, Inc. 0.75% Reduce -0.9% 56,731 $11.7M
HB Wealth Management, LLC 0.15% Add +179.2% 56,342 $11.6M
Executive Wealth Management, LLC 1.00% Add +0.3% 55,173 $11.5M
Westover Capital Advisors, LLC 3.36% Reduce -4.2% 55,726 $11.5M
Knollwood Investment Advisory, LLC 2.07% No change 55,611 $11.4M
CPR Investments Inc. 8.70% Reduce -3.9% 55,577 $11.4M
Wallington Asset Management, LLC 1.79% Reduce -0.5% 55,563 $11.4M
MacKay Shields LLC 2.04% No change 55,336 $11.4M
Ardsley Advisory Partners LP 1.62% Add +10.0% 55,000 $11.3M
Evoke Wealth, LLC 0.33% New 53,829 $11.1M
Menlo Advisors LLC 6.34% Reduce -0.3% 53,816 $11.1M
IHT Wealth Management, LLC 0.44% Add +4.1% 53,552 $11.0M
Stratos Wealth Partners, LTD. 0.18% Reduce -23.0% 52,685 $10.8M
Grant/GrossMendelsohn, LLC 5.04% Reduce -0.1% 49,731 $10.8M
Edmond DE Rothschild Holding S.A. 0.18% Add +3.1% 52,595 $10.8M
Vontobel Holding Ltd. 0.09% Reduce -15.0% 52,594 $10.8M
Catawba River Capital 6.22% Reduce -1.7% 51,874 $10.7M
Mirae Asset Global Investments Co., Ltd. 0.02% Add +32.5% 51,784 $10.7M
Caas Capital Management LP 4.54% Add +1972.5% 51,770 $10.7M
Bank of New Hampshire 2.79% Add +4.3% 51,579 $10.6M
Hamilton Wealth, LLC 3.29% Add +6.3% 51,224 $10.5M
Cercano Management LLC 0.29% Add +10869.6% 50,460 $10.4M
Citadel Advisors 0.01% Reduce -66.5% 50,204 $10.3M
Telemark Asset Management, LLC 1.06% New 50,000 $10.3M
Moore Capital Management, LP 0.22% New 50,000 $10.3M
TSP Capital Management Group, LLC 3.28% Reduce -4.7% 49,490 $10.2M
Jacobi Capital Management LLC 0.94% Reduce -1.4% 49,405 $10.2M
Nvest Financial, LLC 6.69% Reduce -8.9% 48,790 $10.0M
Capula Management Ltd 0.34% Add +59.0% 48,341 $9.9M
Levin Capital Strategies, L.P. 1.01% No change 48,293 $9.9M
Schonfeld Strategic Advisors LLC 0.08% Add +90.2% 48,028 $9.9M
Snowden Capital Advisors LLC 0.31% Add +9.4% 47,638 $9.8M
DAVENPORT & Co LLC 0.06% Add +15.1% 47,603 $9.8M
Teacher Retirement System of Texas 0.06% No change 47,293 $9.7M
Client First Capital LLC 6.80% Reduce -11.9% 47,177 $9.7M
SMI Advisory Services, LLC 2.69% Add +1578.4% 44,109 $9.6M
Wealthspire Advisors, LLC 0.13% Reduce -0.4% 46,425 $9.6M
Oliver Luxxe Assets LLC 1.99% Add +0.1% 46,286 $9.5M
Level Four Advisory Services, LLC 0.52% Add +2.2% 49,780 $9.5M
Marco Investment Management LLC 0.89% Add +101.7% 45,865 $9.4M
Banco Santander, S.A. 0.11% Reduce -31.1% 45,822 $9.4M
Independent Financial Group, LLC 0.43% Reduce -12.2% 45,278 $9.3M
Nwam LLC 0.75% Add +24.1% 43,409 $9.3M
Measured Wealth Private Client Group, LLC 3.25% Add +6.2% 45,190 $9.3M
DRW Securities, LLC 0.53% New 45,145 $9.3M
Castleark Management LLC 0.39% No change 44,995 $9.3M
Pitcairn Co. 0.60% Add +2.8% 44,925 $9.2M
LMR Partners LLP 0.33% Reduce -38.1% 44,869 $9.2M
Stephens Inc. 0.14% Add +2.2% 44,620 $9.2M
Acorn Creek Capital LLC 5.78% Add +16.9% 44,532 $9.2M
1834 Investment Advisors Co. 1.08% Reduce -12.6% 44,273 $9.1M
Park Avenue Securities LLC 0.11% Add +11.0% 42,948 $8.8M
Bank Pictet & Cie (Europe) AG 0.23% Reduce -2.4% 42,975 $8.8M
Perennial Advisors, LLC 2.04% Add +30.5% 42,636 $8.8M
First National Corp. /Ma/ 2.15% Reduce -0.3% 45,714 $8.7M
Pinebridge Investments, L.P. 0.07% No change 42,124 $8.7M
Parallel Advisors, LLC 0.23% Reduce -3.5% 42,021 $8.6M
OmniStar Financial Group, Inc. 7.92% Add +48.7% 42,017 $8.6M
Lido Advisors, LLC 0.08% Add +0.7% 41,601 $8.6M
Vista Finance, LLC 21.34% Add +1.3% 41,350 $8.5M
Walleye Capital LLC 0.10% New 41,200 $8.5M
Violich Capital Management, Inc. 1.20% Add +9.5% 40,737 $8.4M
Fifth Third Securities, Inc. 0.81% Reduce -15.9% 40,583 $8.3M
Arete Wealth Advisors, LLC 0.77% Reduce -59.7% 40,418 $8.3M
Axxcess Wealth Management, LLC 0.23% Reduce -12.9% 40,182 $8.3M
Pathstone Holdings, LLC 0.04% Reduce -1.6% 40,010 $8.2M
Humankind Investments LLC 2.18% No change 40,000 $8.2M
Intrinsic Edge Capital Management LLC 0.70% No change 40,000 $8.2M
EP Wealth Advisors, LLC 0.10% Reduce -4.4% 39,632 $8.2M
Choate Investment Advisors 0.22% Reduce -0.8% 39,179 $8.1M
PCG Wealth Advisors, LLC 3.83% Reduce -5.3% 39,114 $8.0M
Stonehage Fleming Financial Services Holdings Ltd 0.51% Reduce -2.0% 43,647 $8.0M
Pinkerton Wealth, LLC 1.29% Add +23.1% 39,006 $8.0M
Graybill Wealth Management, LTD. 3.36% Add +2.2% 38,707 $8.0M
Kingsview Wealth Management, LLC 0.20% Add +1.1% 38,662 $8.0M
Great Valley Advisor Group, Inc. 0.24% Add +1.3% 38,651 $8.0M
Prairie Wealth Advisors, Inc. 3.73% — 38,626 $7.9M
Ameritas Advisory Services, LLC 0.33% Add +42.6% 38,114 $7.9M
Sterling Investment Management, LLC 5.57% Reduce -1.2% 38,406 $7.9M
GAMCO Investors 0.08% No change 38,260 $7.9M
First Manhattan Co. Llc. 0.03% Add +32.2% 38,143 $7.8M
Syon Capital LLC 0.74% Add +12.2% 38,102 $7.8M
Compton Financial Group, LLC 2.63% Add +2.6% 38,033 $7.8M
XML Financial, LLC 0.80% Add +13.6% 38,010 $7.8M
Lake Hills Wealth Management, LLC 7.01% Add +24.2% 37,877 $7.8M
OMC Financial Services LTD 3.96% — 37,864 $7.8M
Stonehearth Capital Management, LLC 3.50% Add +1.9% 37,596 $7.7M
Perigon Wealth Management, LLC 0.23% Reduce -14.1% 37,578 $7.7M
Armstrong Advisory Group, Inc. 0.74% No change 40,006 $7.6M
Parsons Capital Management Inc. 0.52% Reduce -3.1% 36,873 $7.6M
Blue Fin Capital, Inc. 1.69% Add +2.0% 36,837 $7.6M
Highview Capital Management LLC 3.39% Reduce -1.8% 36,607 $7.5M
Fiduciary Trust Co 0.11% Reduce -1.1% 36,324 $7.5M
Cassia Capital Partners, LLC 4.96% Reduce -23.4% 36,286 $7.5M
Three Seasons Wealth, LLC 5.19% Add +39.8% 35,180 $7.4M
Drake & Associates, LLC 2.71% Add +5.7% 35,997 $7.4M
Centaurus Financial, Inc. 0.52% Add +1.5% 35,967 $7.4M
Lyell Wealth Management, LP 0.75% Add +0.3% 35,853 $7.4M
CoreCap Advisors, LLC 0.39% Add +6.7% 35,701 $7.3M
Diversify Advisory Services, LLC 0.43% — 35,305 $7.3M
First Trust Bank, Ltd. 16.21% New 35,210 $7.2M
Southeast Asset Advisors, LLC 0.87% Add +3.3% 35,043 $7.2M
Manatuck Hill Partners, LLC 3.17% Reduce -30.0% 35,000 $7.2M
TD Private Client Wealth LLC 0.23% Add +0.3% 34,679 $7.1M
Fortis Capital Management LLC 1.87% Add +1.6% 34,671 $7.1M
Jaffetilchin Investment Partners, LLC 0.64% Add +294.0% 34,425 $7.1M
Independent Family Office, LLC 3.79% Reduce -10.4% 34,357 $7.1M
Van Hulzen Asset Management, LLC 0.47% Reduce -10.0% 34,278 $7.1M
Canton Hathaway, LLC 1.89% Reduce -1.7% 34,245 $7.0M
OVERSEA-CHINESE BANKING Corp Ltd 0.23% Reduce -6.7% 34,106 $7.0M
Strategic Investment Management, LLC 5.38% No change 32,350 $7.0M
Merit Financial Group, LLC 0.17% Add +199.6% 32,622 $6.9M
FWL Investment Management, LLC 3.81% Add +4.2% 33,636 $6.9M
Lokken Investment Group LLC 3.45% Add +4.7% 33,612 $6.9M
ABLE Financial Group, LLC 2.72% Add +2.7% 33,605 $6.9M
Eagle Strategies LLC 1.53% Add +66.9% 33,459 $6.9M
Bessemer Group Inc. 0.01% Reduce -0.7% 33,316 $6.9M
Biltmore Wealth Management, LLC 3.24% No change 35,621 $6.8M
LS Investment Advisors, LLC 1.08% Add +5.7% 32,972 $6.8M
Stock Yards Bank & Trust Co. 0.22% Reduce -1.2% 32,707 $6.7M
Quantum Capital Management, LLC / NJ 0.73% Reduce -0.9% 32,481 $6.7M
Conservest Capital Advisors, Inc. 0.68% Reduce -4.9% 32,441 $6.7M
Fidelis Capital Partners, LLC 1.01% Add +106.2% 32,374 $6.7M
Wells Financial Advisors INC 4.50% Add +1.4% 32,101 $6.6M
Knoll Capital Management, LLC 4.10% New 32,000 $6.6M
Christopher J. Hasenberg, Inc 3.22% Add +6.5% 31,832 $6.5M
Rwa Wealth Partners, LLC 0.09% Add +3.7% 31,710 $6.5M
Skylands Capital, LLC 0.89% Reduce -23.4% 31,375 $6.5M
Ieq Capital, LLC 0.09% Reduce -0.5% 31,277 $6.4M
Wedbush Securities Inc. 0.24% Reduce -9.3% 30,983 $6.4M
RFG Advisory, LLC 0.22% Add +77.5% 30,826 $6.3M
Strategies Wealth Advisors, LLC 0.97% Reduce -34.8% 30,628 $6.3M
Ingalls & Snyder LLC 0.28% No change 30,434 $6.3M
Three Bridge Wealth Advisors, LLC 2.47% Add +0.6% 30,415 $6.3M
North Star Investment Management Corp. 0.45% Reduce -10.6% 30,395 $6.3M
Corepath Wealth Partners LLC 6.87% Reduce -33.2% 28,891 $6.2M
PFG Investments, LLC 0.37% Add +67.0% 30,033 $6.2M
Mutual Advisors, LLC 0.20% Reduce -7.8% 30,021 $6.2M
Tudor Investment Corporation 0.08% Reduce -32.5% 30,000 $6.2M
Brogan Financial, Inc. 4.06% Add +3.6% 29,923 $6.2M
Nations Financial Group Inc, /Ia/ 0.52% Add +0.2% 29,867 $6.1M
Rye Brook Capital LLC 3.60% No change 29,830 $6.1M
Integrated Advisors Network LLC 0.31% Reduce -23.4% 29,738 $6.1M
Flagship Harbor Advisors, LLC 0.39% Reduce -26.4% 29,451 $6.1M
Hartline Investment Corp./ 1.06% New 29,328 $6.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.06% Add +35.0% 29,328 $6.0M
Cardiff Park Advisors, LLC 0.57% New 29,189 $6.0M
Aveo Capital Partners, LLC 0.65% Add +22.1% 28,172 $6.0M
Sugar Maple Asset Management, LLC 5.78% — 29,119 $6.0M
Olympus Wealth Management, LLC 3.54% Reduce -30.7% 29,061 $6.0M
U.S. Capital Wealth Advisors, LLC 0.23% Add +0.0% 29,057 $6.0M
Abbrea Capital, LLC 0.78% Reduce -0.2% 28,938 $6.0M
InterOcean Capital Group, LLC 0.14% Reduce -2.2% 28,922 $5.9M
Prime Capital Investment Advisors, LLC 0.08% Reduce -24.4% 28,922 $5.9M
FineMark National Bank & Trust 0.22% Add +33.7% 28,761 $5.9M
Almanack Investment Partners, LLC. 1.00% Reduce -32.7% 28,647 $5.9M
Symphony Financial, Ltd. Co. 1.37% Reduce -0.3% 28,608 $5.9M
Afg Fiduciary Services Limited Partnership 4.32% Add +3.9% 26,808 $5.8M
Barry Investment Advisors, LLC 1.94% Reduce -1.3% 28,344 $5.8M
Benjamin F. Edwards & Company, Inc. 0.11% Reduce -28.3% 28,300 $5.8M
5th Street Advisors, LLC 3.27% Reduce -3.6% 28,056 $5.8M
Hyman Charles D 0.32% Add +0.1% 27,850 $5.7M
EWG Elevate Inc. 2.17% Reduce -0.1% 27,766 $5.7M
Sowell Financial Services LLC 0.27% Reduce -6.9% 27,759 $5.7M
Ballentine Partners, LLC 0.11% Reduce -21.4% 27,759 $5.7M
St. Johns Investment Management Company, LLC 2.74% Add +5.7% 27,729 $5.7M
Cranbrook Wealth Management, LLC 1.43% Add +1.8% 27,439 $5.6M
Flow Traders U.S. LLC 0.30% Reduce -80.3% 27,415 $5.6M
swisspartners Advisors Ltd 4.55% No change 29,750 $5.5M
Oxbow Advisors, LLC 0.78% No change 26,792 $5.5M
Scarborough Advisors, LLC 2.54% Add +2.0% 26,714 $5.5M
SVB Wealth LLC 0.12% Reduce -37.5% 26,657 $5.5M
Bellecapital International Ltd. 1.22% Reduce -1.8% 26,534 $5.5M
waypoint wealth counsel 4.21% Add +8.9% 26,532 $5.5M
CWA Asset Management Group, LLC 0.33% Reduce -64.0% 26,510 $5.5M
Gladstone Institutional Advisory LLC 0.30% Reduce -11.7% 26,500 $5.5M
Focus Financial Network, Inc. 0.26% — 24,604 $5.4M
Nvwm, LLC 1.48% Reduce -6.9% 26,192 $5.4M
Impact Partnership Wealth, LLC 2.12% Reduce -14.8% 26,050 $5.4M
LFA - Lugano Financial Advisors SA 3.88% Add +5.5% 25,917 $5.3M
DHK Financial Advisors, Inc. 3.76% No change 25,813 $5.3M
Dakota Wealth Management 0.13% Add +33.1% 25,487 $5.2M
Autumn Glory Partners, LLC 2.55% Add +437.5% 25,385 $5.2M
Mgo One Seven LLC 0.27% Reduce -20.6% 25,224 $5.2M
Innova Wealth Partners 3.99% Reduce -37.6% 25,124 $5.2M
Baron Financial Group, LLC 3.19% Add +0.6% 25,090 $5.2M
Princeton Global Asset Management LLC 1.22% Reduce -7.5% 25,029 $5.1M
Circle Wealth Management, LLC 0.13% No change 25,018 $5.1M
Debussy Capital Management LP 1.49% Reduce -0.0% 23,353 $5.1M
NBW Capital LLC 1.04% Add +3.4% 24,798 $5.1M
Refined Wealth Management 3.58% Reduce -28.0% 24,685 $5.1M
Transcend Capital Advisors, LLC 0.41% Add +3.8% 24,575 $5.1M
Greytown Advisors Inc. 2.83% Reduce -10.7% 24,417 $5.0M
Intellectus Partners, LLC 1.32% Reduce -13.2% 24,357 $5.0M
Schwartz Investment Counsel Inc. 0.18% No change 24,344 $5.0M
Edge Capital Group, LLC 0.25% No change 24,341 $5.0M
Petra Financial Advisors Inc. 3.68% Add +0.7% 24,382 $5.0M
Two Sigma Investments, LP 0.01% New 24,280 $5.0M
Strategic Blueprint, LLC 0.35% Add +3.5% 23,889 $4.9M
Lincoln National Corp. 0.08% Reduce -48.5% 23,775 $4.9M
Zeit Capital LLC 3.95% Add +1.4% 23,774 $4.9M
Becker Capital Management Inc. 0.17% No change 23,727 $4.9M
Cohen & Steers, Inc. 0.01% Reduce -14.4% 23,675 $4.9M
Versant Capital Management, Inc 1.39% Add +0.4% 23,641 $4.9M
Wilbanks Smith & Thomas Asset Management LLC 0.14% Add +1.8% 23,565 $4.8M
Harvest Investment Services, LLC 1.94% Add +3.4% 23,430 $4.8M
Norris Financial Group, LLC 2.64% Reduce -1.4% 23,383 $4.8M
Buckingham Strategic Wealth, LLC 0.05% Add +0.3% 23,318 $4.8M
Global Retirement Partners, LLC 0.18% Reduce -7.2% 23,285 $4.8M
Balboa Wealth Partners 1.51% Add +63.9% 23,042 $4.7M
Moneco Advisors, LLC 0.75% Reduce -8.1% 23,010 $4.7M
Fairview Capital Investment Management, LLC 0.27% No change 22,982 $4.7M
Accurate Wealth Management, LLC 1.38% Add +730.5% 21,319 $4.7M
Brown Brothers Harriman & Co. 0.04% Reduce -1.8% 22,890 $4.7M
Cape Cod Five Cents Savings Bank 0.45% Reduce -3.4% 22,814 $4.7M
Balefire, LLC 1.69% Reduce -3.5% 22,726 $4.7M
Cambridge Associates LLC /Ma/ 0.25% No change 22,566 $4.6M
Oppenheimer & Close, LLC 4.02% Reduce -1.3% 22,518 $4.6M
Westside Investment Management, Inc. 1.11% Reduce -2.5% 22,444 $4.6M
Summit Financial, LLC 0.27% Add +11.8% 22,373 $4.6M
Transform Wealth, LLC 0.44% Reduce -5.1% 22,281 $4.6M
Koshinski Asset Management, Inc. 0.47% Add +54.5% 22,261 $4.6M
Wesbanco Bank Inc. 0.17% Add +136.0% 22,251 $4.6M
Howland Capital Management LLC 0.22% Add +0.5% 22,236 $4.6M
Cabot Wealth Management Inc. 0.60% Reduce -3.4% 22,224 $4.6M
Associated Banc-Corp 0.14% Add +0.0% 22,220 $4.6M
Western Wealth Management, LLC 0.35% Reduce -4.4% 22,106 $4.5M
DCF Advisers, LLC 2.78% Reduce -4.3% 22,000 $4.5M
Cloverfields Capital Group, LP 1.52% Add +9.0% 21,947 $4.5M
Capital Wealth Planning, LLC 0.05% Add +0.5% 21,922 $4.5M
Scholtz & Company, LLC 1.99% New 21,887 $4.5M
Northeast Financial Group, Inc. 1.98% Reduce -10.4% 21,794 $4.5M
Muhlenkamp & Co. Inc. 1.29% Add +13.2% 21,643 $4.5M
Resolute Wealth Strategies, LLC 2.68% Reduce -0.9% 21,518 $4.4M
&partners 0.61% Add +163.6% 21,449 $4.4M
Perissos Private Wealth Management, LLC 3.98% — 21,323 $4.4M
Pine Valley Investments Ltd Liability Co 0.34% Reduce -0.7% 21,295 $4.4M
Belpointe Asset Management LLC 0.33% Add +2.0% 21,261 $4.4M
J.W. Cole Advisors, Inc. 0.22% Add +15.9% 21,112 $4.3M
Journey Advisory Group, LLC 0.54% Add +0.2% 21,113 $4.3M
Krilogy Financial LLC 0.33% Reduce -17.2% 21,035 $4.3M
Evergreen Capital Management LLC 0.16% Reduce -8.8% 20,896 $4.3M
CreativeOne Wealth, LLC 0.17% Add +48.1% 20,884 $4.3M
Narus Financial Partners, LLC 1.83% Add +0.9% 20,862 $4.3M
Cowa, LLC 2.52% Add +23.7% 20,804 $4.3M
Cypress Capital Management LLC (WY) 4.64% Reduce -0.6% 20,646 $4.2M
North Star Asset Management Inc. 0.20% Add +0.8% 20,639 $4.2M
Farther Finance Advisors, LLC 0.26% Add +2.5% 20,382 $4.2M
Baker Tilly Wealth Management, LLC 0.76% Reduce -15.4% 20,564 $4.2M
Key Square Capital Management LLC 30.96% New 20,470 $4.2M
IPG Investment Advisors LLC 0.92% Reduce -1.1% 20,426 $4.2M
Elevation Point Wealth Partners, LLC 0.32% Add +2.5% 20,405 $4.2M
Gould Capital, LLC 2.95% Reduce -0.1% 20,372 $4.2M
Trek Financial, LLC 0.33% Reduce -14.7% 20,338 $4.2M
Callan Family Office, LLC 0.98% No change 20,291 $4.2M
Vigilare Wealth Management 2.06% No change 20,287 $4.2M
Allie Family Office LLC 2.44% Reduce -15.7% 20,162 $4.1M
Verition Fund Management LLC 0.04% Add +682.2% 20,157 $4.1M
Retirement Planning Group, LLC 0.32% Add +316.3% 20,123 $4.1M
Basso Capital Management, L.P. 3.87% Add +12.9% 19,915 $4.1M
Centiva Capital, LP 0.25% Add +362.9% 19,853 $4.1M
Sharp Wealth Advisory, LLC 3.76% Add +12.6% 19,672 $4.0M
Deane Retirement Strategies, Inc. 2.04% Reduce -0.4% 19,547 $4.0M
Chartwell Investment Partners, LLC 0.14% No change 19,500 $4.0M
Farmers & Merchants Trust Co of Chambersburg PA 1.64% Add +0.9% 19,441 $4.0M
Harvest Fund Management Co., Ltd 0.36% Add +0.3% 19,399 $4.0M
Annandale Capital, LLC 0.90% No change 19,381 $4.0M
Agf Management Ltd. 0.02% New 19,300 $4.0M
TCTC Holdings, LLC 0.13% Add +5.5% 19,275 $4.0M
Quent Capital, LLC 0.46% Add +6.7% 19,020 $3.9M
Prostatis Group LLC 1.48% Reduce -0.8% 18,905 $3.9M
Red Door Wealth Management, LLC 0.75% Reduce -4.2% 18,914 $3.9M
Partners Capital Investment Group, LLP 0.12% Reduce -56.6% 18,880 $3.9M
BigSur Wealth Management LLC 1.21% No change 18,815 $3.9M
Financial Counselors Inc. 0.07% Reduce -1.1% 18,761 $3.9M
Texas Yale Capital Corp. 0.17% Reduce -4.5% 18,640 $3.8M
WealthBridge Capital Management, LLC 1.29% Add +2.1% 18,560 $3.8M
Ariston Services Group 3.65% Reduce -2.1% 18,548 $3.8M
McBroom & Associates, LLC 2.51% Add +0.0% 18,500 $3.8M
Montag A & Associates Inc. 0.19% Add +0.1% 18,364 $3.8M
Centennial Bank 1.92% Reduce -3.5% 18,266 $3.8M
Townsquare Capital LLC 0.05% Reduce -4.5% 17,848 $3.7M
Weatherly Asset Management L. P. 0.35% Reduce -3.0% 17,804 $3.7M
Freedom Investment Management, Inc. 0.29% Reduce -28.4% 17,784 $3.7M
Banque Pictet & Cie SA 0.04% Reduce -10.2% 17,838 $3.7M
Regal Investment Advisors LLC 0.25% Reduce -0.6% 17,733 $3.6M
Twelve Points Wealth Management LLC 1.33% Reduce -0.1% 17,649 $3.6M
Tamar Securities, LLC 0.61% Reduce -7.9% 17,628 $3.6M
Global Endowment Management, LP 0.38% No change 17,600 $3.6M
Steward Partners Investment Solutions, LLC 0.61% Reduce -17.3% 17,587 $3.6M
Capital Advisory Group Advisory Services, LLC 1.71% Add +7.3% 17,544 $3.6M
Cullen/Frost Bankers, Inc. 0.05% Add +1.7% 17,521 $3.6M
Aspire Private Capital, LLC 0.95% Reduce -8.2% 17,497 $3.6M
Sepio Capital, LP 0.30% Add +1.5% 17,171 $3.5M
Hollow Brook Wealth Management LLC 1.30% Reduce -2.5% 17,124 $3.5M
Arkfeld Wealth Strategies, L.L.C. 1.93% Reduce -2.9% 16,292 $3.5M
Fox Hill Wealth Management 2.35% Add +1.1% 16,977 $3.5M
Accel Wealth Management 1.48% No change 16,954 $3.5M
Rehmann Capital Advisory Group 0.26% Reduce -2.4% 16,952 $3.5M
Strategic Wealth Partners, Ltd. 0.38% Reduce -1.8% 16,921 $3.5M
Bfsg, LLC 0.46% Add +911.4% 16,920 $3.5M
Segment Wealth Management, LLC 0.26% Add +3.5% 16,860 $3.5M
Brown Shipley& Co Ltd 1.09% Reduce -6.4% 19,243 $3.5M
Harbor Investment Advisory, LLC 0.36% Reduce -1.0% 16,806 $3.5M
Moors & Cabot, Inc. 0.19% Add +22.7% 16,792 $3.5M
Whittier Trust Co. 0.05% Reduce -1.2% 16,788 $3.5M
Kiley Juergens Wealth Management, LLC 1.05% Add +3.5% 16,577 $3.4M
Thompson Siegel & Walmsley LLC 0.05% Reduce -0.1% 16,534 $3.4M
Williams Jones Wealth Management, LLC. 0.04% Add +4.8% 16,442 $3.4M
Oxler Private Wealth LLC 1.32% Add +455.8% 16,417 $3.4M
Moloney Securities Asset Management, LLC 0.51% Add +21.2% 16,341 $3.4M
Joel Isaacson & Co., LLC 0.18% Add +19.8% 16,113 $3.3M
BlueChip Wealth Advisors LLC 2.13% Add +1.8% 16,068 $3.3M
YHB Investment Advisors, Inc. 0.29% Reduce -2.0% 15,976 $3.3M
Cidel Asset Management Inc. 0.25% No change 15,914 $3.3M
Sterling Financial Planning, Inc. 1.31% Reduce -1.6% 15,776 $3.2M
E&G Advisors, LLC 1.02% Reduce -0.1% 15,778 $3.2M
Marathon Capital Management 0.78% Reduce -2.6% 15,723 $3.2M
OneAscent Financial Services LLC 0.36% Reduce -22.2% 15,703 $3.2M
Apollon Wealth Management, LLC 0.10% Add +1.9% 15,698 $3.2M
Alliance Wealth Advisors, LLC 2.04% Add +1.6% 15,696 $3.2M
Lodestar Private Asset Management LLC 0.46% Reduce -0.3% 15,679 $3.2M
Van Leeuwen & Company, LLC 1.63% New 15,639 $3.2M
HCR Wealth Advisors 0.49% Reduce -0.1% 15,561 $3.2M
Whittier Trust Co. of Nevada Inc. 0.09% No change 15,551 $3.2M
Pinnacle Financial Group, LLC / IL 1.40% Add +0.1% 15,525 $3.2M
Cutler Group LLC / CA 1.61% Reduce -70.7% 15,523 $3.2M
Mma Asset Management LLC 1.50% Reduce -1.9% 15,202 $3.2M
Wealth Advisory Solutions, LLC 0.81% New 15,262 $3.1M
Castleview Partners, LLC 1.75% Add +2.5% 15,232 $3.1M
Smart Money Group LLC 1.21% Add +7.4% 14,728 $3.1M
Narwhal Capital Management 0.30% Add +0.1% 15,101 $3.1M
Summit Trail Advisors, LLC 0.08% Add +27.3% 15,077 $3.1M
Ausdal Financial Partners, Inc. 0.36% Reduce -1.8% 15,077 $3.1M
Regions Financial Corp. 0.02% Reduce -0.9% 15,027 $3.1M
Aptus Capital Advisors, LLC 0.07% Add +204.9% 15,010 $3.1M
Consolidated Investment Group LLC 0.50% No change 15,000 $3.1M
Latitude Advisors, LLC 1.93% Add +38.8% 14,989 $3.1M
Modera Wealth Management, LLC 0.05% Add +5.5% 14,915 $3.1M
Delos Wealth Advisors, LLC 3.44% Add +32.2% 14,864 $3.1M
IFG Advisory, LLC 0.23% Reduce -34.8% 14,840 $3.1M
Ashton Thomas Private Wealth, LLC 0.17% Add +4.3% 14,818 $3.0M
Transcendent Capital Group LLC 1.77% Reduce -57.1% 14,808 $3.0M
GoalFusion Wealth Management, LLC 1.94% Reduce -0.3% 14,792 $3.0M
Bell & Brown Wealth Advisors, LLC 1.30% Reduce -7.5% 14,756 $3.0M
Relyea Zuckerberg Hanson LLC 0.53% Add +2.8% 14,748 $3.0M
Sfmg, LLC 0.26% Reduce -10.9% 14,534 $3.0M
Equita Financial Network, Inc. 1.34% Reduce -0.6% 14,500 $3.0M
Pointe Capital Management LLC 1.82% Add +4.0% 14,478 $3.0M
Bridgewater Advisors Inc. 0.45% Reduce -4.7% 14,466 $3.0M
Carr Financial Group Corp 0.99% Reduce -2.0% 14,452 $3.0M
Swan Global Investments, LLC 0.15% Reduce -22.6% 14,400 $3.0M
Confluence Wealth Services, Inc. 0.26% Add +6.8% 14,338 $2.9M
Custom Portfolio Group LLC 2.43% Add +1.3% 14,429 $2.9M
Raymond James Trust N.A. 0.07% Add +1.1% 14,271 $2.9M
Ancora Advisors LLC 0.07% Reduce -1.4% 14,198 $2.9M
TAP Consulting, LLC 0.64% Reduce -46.9% 14,106 $2.9M
Lake Street Private Wealth, LLC 0.40% Reduce -2.4% 14,091 $2.9M
Clearstead Advisors, LLC 0.14% Add +26.1% 13,397 $2.9M
World Equity Group, Inc. 0.59% Reduce -9.9% 14,050 $2.9M
Savant Capital, LLC 0.03% Add +3.0% 13,986 $2.9M
Natixis 0.02% Reduce -75.2% 13,959 $2.9M
Sendero Wealth Management, LLC 0.49% No change 13,928 $2.9M
White Pine Capital LLC 1.09% Reduce -0.3% 13,505 $2.9M
ROI Financial Advisors, LLC 2.24% Reduce -1.7% 13,848 $2.8M
Macroview Investment Management LLC 3.15% Reduce -0.8% 13,825 $2.8M
Towneley Capital Management, Inc / DE 0.70% Add +0.9% 13,806 $2.8M
Citizens Financial Group Inc. 0.09% Reduce -16.7% 13,717 $2.8M
Mayflower Financial Advisors, LLC 0.47% Reduce -0.2% 13,712 $2.8M
Group One Trading LLC 0.10% Reduce -63.8% 13,614 $2.8M
Continuum Advisory, LLC 0.42% Reduce -8.8% 12,820 $2.8M
Sheets Smith Wealth Management 0.31% Add +29.9% 13,510 $2.8M
Game Creek Capital, LP 1.50% Reduce -11.5% 13,500 $2.8M
Cibc World Markets Corp. 0.02% Add +58.8% 13,500 $2.8M
Atticus Wealth Management, LLC 0.91% Reduce -1.5% 13,453 $2.8M
Verus Capital Partners, LLC 0.31% Reduce -7.4% 13,438 $2.8M
Ciovacco Capital Management LLC 1.86% Reduce -2.2% 13,427 $2.8M
GeoWealth Management, LLC 0.11% Add +2.8% 13,417 $2.8M
Bailard, Inc. 0.08% Reduce -96.2% 13,394 $2.8M
China Universal Asset Management Co., Ltd. 0.35% No change 13,300 $2.7M
Aries Wealth Management 0.88% Add +4.0% 13,269 $2.7M
Advisor Resource Council 1.16% Reduce -64.8% 13,693 $2.7M
Alaethes Wealth, LLC 1.19% Add +6.2% 13,248 $2.7M
Hamel Associates, Inc. 0.87% No change 13,225 $2.7M
International Assets Investment Management, LLC 0.28% Add +2.6% 13,075 $2.7M
Shikiar Asset Management Inc. 0.86% Add +7.4% 13,102 $2.7M
IronBridge Private Wealth, LLC 1.11% New 12,966 $2.7M
Tidal Investments LLC 0.05% Reduce -15.8% 12,994 $2.7M
Geneos Wealth Management Inc. 0.12% Reduce -11.2% 12,806 $2.6M
Signaturefd, LLC 0.06% Add +0.4% 12,803 $2.6M
Good Life Advisors, LLC 0.23% Reduce -3.4% 12,802 $2.6M
IFP Advisors, Inc 0.12% Reduce -19.5% 12,750 $2.6M
Spire Wealth Management 0.05% Add +1.5% 12,739 $2.6M
M Holdings Securities, Inc. 0.44% Reduce -44.1% 12,733 $2.6M
OneDigital Investment Advisors LLC 0.04% Reduce -2.2% 12,682 $2.6M
Daiwa Securities Group Inc. 0.01% Add +3.7% 12,650 $2.6M
Imprint Wealth LLC 0.63% New 12,474 $2.6M
Cary Street Partners Investment Advisory LLC 0.11% Add +4.3% 12,537 $2.6M
Beck Mack & Oliver LLC 0.05% No change 12,475 $2.6M
Patrick Mauro Investment Advisor, INC. 1.46% Reduce -0.9% 12,474 $2.6M
Cyndeo Wealth Partners, LLC 0.21% Reduce -2.0% 12,471 $2.6M
NewEdge Wealth, LLC 0.06% Add +15.0% 12,030 $2.6M
SpiderRock Advisors, LLC 0.08% — 12,743 $2.5M
MinichMacGregor Wealth Management, LLC 0.65% Reduce -91.0% 12,250 $2.5M
Fort Point Capital Partners LLC 0.34% Reduce -1.0% 12,301 $2.5M
FMR LLC 0.00% Reduce -34.4% 12,300 $2.5M
BOK Financial Private Wealth, Inc. 0.19% Reduce -0.5% 12,297 $2.5M
Colonial Trust Advisors 0.25% Reduce -7.0% 12,292 $2.5M
AdvisorNet Financial, Inc 0.24% Add +6.5% 12,289 $2.5M
Old National Bancorp 0.06% Reduce -0.5% 12,269 $2.5M
Capital Investment Advisors, LLC 0.06% Reduce -18.0% 12,266 $2.5M
Concentric Capital Strategies, LP 0.16% New 12,261 $2.5M
Cumberland Partners Ltd 0.18% Reduce -11.3% 12,185 $2.5M
Bath Savings Trust Co 0.27% Add +0.3% 12,168 $2.5M
Source Financial Advisors LLC 0.75% Add +11.6% 12,086 $2.5M
Smith, Moore & Co. 0.26% Reduce -0.5% 12,032 $2.5M
Sound View Wealth Advisors Group, LLC 0.26% Reduce -1.3% 11,905 $2.4M
Laurel Wealth Advisors LLC 0.42% No change 11,862 $2.4M
Primoris Wealth Advisors, LLC 1.96% Reduce -15.1% 11,840 $2.4M
Smart Portfolios, LLC 2.56% Reduce -0.4% 11,830 $2.4M
MBL Wealth, LLC 0.28% Add +14.3% 11,820 $2.4M
MRP Capital Investments, LLC 2.43% New 11,802 $2.4M
GenTrust, LLC 0.15% Reduce -3.5% 11,772 $2.4M
Newman Dignan & Sheerar, Inc. 0.65% Reduce -7.5% 11,752 $2.4M
Dynamic Technology Lab Private Ltd 0.26% New 11,705 $2.4M
Charter Research & Investment Group, Inc. 1.91% Add +0.2% 11,696 $2.4M
CMG Global Holdings, LLC 1.65% Add +0.2% 11,660 $2.4M
Centric Wealth Management 0.76% Add +0.7% 11,315 $2.4M
Legacy Advisors, LLC 0.30% No change 11,594 $2.4M
Glenorchy Capital Ltd 1.96% Add +5.4% 11,564 $2.4M
Wilmington Savings Fund Society, FSB 0.09% — 11,540 $2.4M
Freestone Capital Holdings, LLC 0.09% Reduce -1.4% 11,491 $2.4M
Personal Cfo Solutions, LLC 0.37% Reduce -3.0% 11,431 $2.4M
Pinnacle Associates Ltd. 0.04% Reduce -0.7% 11,401 $2.3M
Blue Trust, Inc. 0.03% Add +4.9% 11,397 $2.3M
Clear Creek Financial Management, LLC 0.30% Reduce -2.0% 11,347 $2.3M
Balanced Wealth Group LLC 1.04% Reduce -35.7% 10,753 $2.3M
Choreo, LLC 0.06% Add +1.5% 11,241 $2.3M
Kingswood Wealth Advisors, LLC 0.27% Reduce -65.5% 11,203 $2.3M
WealthTrust Asset Management, LLC 1.75% Reduce -51.7% 11,201 $2.3M
Silver Oak Securities, Incorporated 0.35% Reduce -47.3% 11,194 $2.3M
Hibernia Wealth Partners, LLC 1.57% Add +25.5% 11,192 $2.3M
Obermeyer Wealth Partners 0.14% Add +3.1% 11,155 $2.3M
Argent Trust Co 0.10% Reduce -0.8% 11,103 $2.3M
Amplius Wealth Advisors, LLC 0.25% Reduce -4.7% 11,020 $2.3M
Brighton Jones LLC 0.08% Add +4.9% 11,018 $2.3M
Gould Asset Management LLC 0.54% Reduce -2.4% 10,919 $2.2M
Optimum Investment Advisors 1.03% Add +4.4% 10,918 $2.2M
Wealth Management Associates, Inc. 1.05% Reduce -3.2% 10,402 $2.2M
1ST Source Bank 0.13% Add +1.9% 10,750 $2.2M
Parcion Private Wealth LLC 0.19% Reduce -5.3% 10,736 $2.2M
Solstein Capital, LLC 1.53% Reduce -19.0% 10,717 $2.2M
Flputnam Investment Management Co. 0.05% Add +8.0% 10,706 $2.2M
Palisades Hudson Asset Management, L.P. 0.99% No change 10,589 $2.2M
Keebeck Wealth Management 0.32% Reduce -1.9% 10,580 $2.2M
Private Wealth Partners, LLC 0.17% Reduce -5.6% 10,456 $2.2M
Aberdeen Wealth Management LLC 1.25% Add +46.1% 10,451 $2.1M
E Fund Management Co., Ltd. 0.13% Add +3.1% 10,428 $2.1M
Compound Planning, Inc. 0.20% Reduce -6.8% 10,420 $2.1M
WMS Partners, LLC 0.15% Reduce -1.5% 10,407 $2.1M
SS&H Financial Advisors, Inc. 0.89% No change 10,399 $2.1M
First Citizens Bank & Trust Co. 0.04% Add +203.3% 10,395 $2.1M
Montis Financial, LLC 1.01% Reduce -1.9% 10,377 $2.1M
Seamount Financial Group Inc. 1.87% Reduce -0.2% 10,371 $2.1M
Aberdeen Group plc 0.00% Add +34.1% 10,329 $2.1M
Deutsche Bank AG 0.00% Reduce -2.3% 10,207 $2.1M
Highline Wealth Partners LLC 0.85% Reduce -1.7% 10,133 $2.1M
Gouws Capital LLC 1.58% Reduce -1.9% 10,100 $2.1M
Walkner Condon Financial Advisors LLC 0.44% Add +1.2% 10,010 $2.1M
Hanson & Doremus Investment Management 0.35% Add +0.6% 9,957 $2.0M
Aspect Partners, LLC 1.61% Reduce -32.3% 9,942 $2.0M
Fermata Advisors, LLC 0.46% Add +3.3% 9,935 $2.0M
Quattro Financial Advisors LLC 0.58% Add +5091.1% 9,915 $2.0M
Summit Financial Strategies, Inc. 0.28% Reduce -0.3% 9,915 $2.0M
United Capital Financial Advisors, LLC 0.02% Reduce -17.6% 9,843 $2.0M
Weaver Consulting Group 0.75% Reduce -1.7% 9,805 $2.0M
Brendel Financial Advisors LLC 2.30% Reduce -1.0% 9,790 $2.0M
Bray Capital Advisors 0.51% Add +1.4% 9,750 $2.0M
SeaCrest Wealth Management, LLC 0.24% Reduce -8.9% 9,678 $2.0M
Coordinated Financial Services, Inc. 1.76% — 9,675 $2.0M
CI Investments Inc. 0.01% Reduce -23.7% 9,642 $2.0M
Kovack Advisors, Inc. 0.24% Add +0.6% 9,644 $2.0M
Plan Group Financial, LLC 1.30% Add +0.9% 9,607 $2.0M
StoneX Group Inc. 0.18% Add +8.4% 9,595 $2.0M
USAdvisors Wealth Management, LLC 0.74% Reduce -3.0% 9,695 $2.0M
Arkadios Wealth Advisors 0.15% Reduce -59.4% 9,557 $2.0M
Corundum Group, Inc. 0.94% Reduce -1.8% 9,516 $2.0M
CSS LLC 0.48% No change 9,500 $2.0M
Cannell & Spears LLC 0.04% No change 9,488 $2.0M
Wealthcare Advisory Partners LLC 0.06% Add +42.3% 9,474 $1.9M
EPG Wealth Management LLC 0.48% Add +4.5% 9,434 $1.9M
Capital Investment Advisory Services, LLC 0.21% Add +11.7% 9,404 $1.9M
Sassicaia Capital Advisers LLC 8.20% New 9,400 $1.9M
Certified Advisory Corp 0.27% Add +1.1% 9,395 $1.9M
Independent Wealth Network Inc. 0.91% Add +4.0% 9,374 $1.9M
Realta Investment Advisors 0.40% Reduce -2.0% 9,361 $1.9M
Constant Guidance Financial LLC 1.76% New 8,992 $1.9M
Avalon Trust Co 0.16% Reduce -7.9% 9,282 $1.9M
Emergent Wealth Advisors, LLC 1.64% Add +25.7% 9,274 $1.9M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -18.2% 9,193 $1.9M
Heritage Wealth Partners, LLC 3.86% No change 9,894 $1.9M
Mission Creek Capital Partners, Inc. 0.49% Add +5.8% 9,137 $1.9M
Coastal Bridge Advisors, LLC 0.43% No change 9,115 $1.9M
Atlas Private Wealth Management, LLC 0.79% No change 9,103 $1.9M
Forte Asset Management LLC 1.13% Reduce -0.2% 9,100 $1.9M
Farmers Trust Co. 0.38% Add +5.8% 9,086 $1.9M
Firestone Capital Management 0.52% Reduce -1.1% 9,061 $1.9M
Boothbay Fund Management, LLC 0.06% No change 9,004 $1.9M
Avidian Wealth Enterprises, LLC 0.10% Reduce -0.8% 8,999 $1.9M
Financial Guidance Group, Inc. 1.20% No change 8,992 $1.8M
Flagstar Securities, Inc. 0.51% Add +1.4% 8,949 $1.8M
First Bank & Trust 0.38% No change 8,940 $1.8M
Consolidated Portfolio Review Corp 0.48% Reduce -2.9% 8,936 $1.8M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -26.0% 8,527 $1.8M
Capital Analysts, LLC 0.09% Reduce -1.0% 8,922 $1.8M
Augustine Asset Management Inc. 0.77% Reduce -0.4% 8,921 $1.8M
D.B. Root & Company, LLC 0.62% Reduce -28.0% 8,858 $1.8M
Tiemann Investment Advisors, LLC 0.81% Reduce -1.1% 8,837 $1.8M
Trust Co. of Vermont 0.10% Reduce -3.3% 8,707 $1.8M
Modus Advisors, LLC 0.66% Reduce -0.7% 8,622 $1.8M
Sage Investment Advisers LLC 2.01% Add +0.7% 8,533 $1.8M
Baker Ellis Asset Management LLC 0.26% No change 8,506 $1.7M
TIG Advisors, LLC 0.20% Reduce -10.0% 8,477 $1.7M
Wexford Capital LP 0.36% Reduce -78.9% 8,470 $1.7M
Bokf, NA 0.03% Add +38.9% 8,369 $1.7M
Oarsman Capital, Inc. 0.42% Reduce -5.0% 8,447 $1.7M
NavPoint Financial, Inc. 1.51% Reduce -5.6% 8,444 $1.7M
Inscription Capital, LLC 0.29% Reduce -22.5% 8,435 $1.7M
McRae Capital Management Inc. 0.38% Reduce -2.0% 8,430 $1.7M
Hodges Capital Management Inc. 0.11% Reduce -16.4% 8,420 $1.7M
Baxter Bros Inc. 0.22% Reduce -0.5% 8,417 $1.7M
Empower Advisory Group, LLC 0.01% Add +1.8% 8,416 $1.7M
Avior Wealth Management, LLC 0.08% Add +120.6% 8,404 $1.7M
Thoroughbred Financial Services, LLC 0.16% Reduce -6.3% 8,324 $1.7M
Arrowroot Family Office, LLC 1.10% Reduce -1.2% 8,313 $1.7M
Compass Ion Advisors, LLC 0.24% Reduce -0.7% 8,259 $1.7M
Americana Partners, LLC 0.14% No change 8,233 $1.7M
Nicholas Hoffman & Company, LLC. 0.09% No change 8,226 $1.7M
Smith Anglin Financial, LLC 0.17% Reduce -1.2% 8,214 $1.7M
Centennial Wealth Advisory LLC 0.78% Reduce -0.7% 8,208 $1.7M
Hoylecohen, LLC 0.13% No change 8,159 $1.7M
Avantax Planning Partners, Inc. 0.05% Add +79.3% 8,158 $1.7M
Roundview Capital LLC 0.14% Reduce -3.3% 8,113 $1.7M
Private Harbour Investment Management & Counsel, LLC 1.79% Reduce -3.7% 8,102 $1.7M
Austin Wealth Management, LLC 0.41% Add +4.1% 7,562 $1.7M
NWF Advisory Services Inc. 0.28% Add +13.1% 8,084 $1.7M
SevenBridge Financial Group, LLC 0.38% Reduce -43.0% 7,798 $1.7M
Main Street Financial Solutions, LLC 0.18% Reduce -4.7% 8,036 $1.7M
Black Maple Capital Management LP 1.10% New 8,000 $1.6M
Professional Financial Advisors, LLC 0.47% Add +6.3% 7,996 $1.6M
Grey Ledge Advisors, LLC 0.46% Add +1.6% 7,993 $1.6M
Clarus Wealth Advisors 0.93% New 7,614 $1.6M
Curran Financial Partners, LLC 0.57% Reduce -6.0% 7,978 $1.6M
Nadler Financial Group, Inc. 0.20% Add +1.8% 7,976 $1.6M
Wellington Shields Capital Management, LLC 0.31% Reduce -5.1% 7,971 $1.6M
Glass Jacobson Investment Advisors llc 0.62% Add +0.1% 7,966 $1.6M
Element Pointe Advisors, LLC 0.41% No change 7,870 $1.6M
Visionary Wealth Advisors 0.11% Reduce -7.8% 7,868 $1.6M
Tyche Wealth Partners LLC 0.39% Reduce -14.4% 7,836 $1.6M
Emfo, LLC 1.47% No change 7,815 $1.6M
Orion Porfolio Solutions, LLC 0.02% Reduce -26.5% 7,781 $1.6M
Orion Portfolio Solutions, LLC 0.02% Reduce -26.5% 7,781 $1.6M
Peak Planning Group, LLC 1.00% Reduce -0.4% 7,737 $1.6M
Moneta Group Investment Advisors LLC 0.03% Add +148.7% 7,737 $1.6M
EverSource Wealth Advisors, LLC 0.12% Reduce -6.8% 7,495 $1.6M
TRUE Private Wealth Advisors 0.18% Add +2.6% 7,676 $1.6M
West Coast Financial LLC 0.19% Reduce -0.4% 7,674 $1.6M
Financial Management Network Inc. 0.40% Add +1.4% 7,410 $1.6M
Carnegie Investment Counsel 0.05% Add +2.9% 7,520 $1.5M
Addison Capital Co 0.77% Add +16.4% 7,514 $1.5M
Hutchens & Kramer Investment Management Group, LLC 0.91% Reduce -18.8% 7,425 $1.5M
Gruss & Co., LLC 8.52% Add +50.0% 7,500 $1.5M
Procyon Advisors, LLC 0.12% Reduce -11.1% 7,427 $1.5M
Inspire Trust Co, N.A. 0.84% Add +87.0% 7,321 $1.5M
White Lighthouse Investment Management Inc. 0.31% Add +0.3% 7,320 $1.5M
Encompass Wealth Advisors, LLC 0.40% No change 7,300 $1.5M
Hunting Hill Global Capital, LLC 0.88% Reduce -60.7% 7,286 $1.5M
New England Private Wealth Advisors LLC 0.26% Add +0.0% 7,242 $1.5M
Schneider Downs Wealth Management Advisors, LP 0.34% Reduce -3.0% 7,268 $1.5M
FreeGulliver LLC 1.33% Add +0.7% 7,252 $1.5M
Haverford Trust Co 0.02% No change 7,250 $1.5M
Aua Capital Management, LLC 0.86% Reduce -6.7% 7,244 $1.5M
Castle Rock Wealth Management, LLC 0.41% Reduce -2.0% 6,943 $1.5M
HBK Sorce Advisory LLC 0.05% Add +21.6% 7,207 $1.5M
Jeppson Wealth Management, LLC 0.58% Add +15.2% 7,205 $1.5M
Patton Fund Management, Inc. 0.27% Reduce -7.9% 7,189 $1.5M
Greenline Partners, LLC 0.24% Reduce -9.0% 7,183 $1.5M
Magnus Financial Group LLC 0.18% Add +1.0% 7,176 $1.5M
Summit X, LLC 0.38% Add +6.7% 7,174 $1.5M
BNP Paribas 0.07% — 7,068 $1.5M
SMART Wealth LLC 0.66% Reduce -87.3% 7,067 $1.5M
Principal Securities, Inc. 0.05% Reduce -1.8% 7,063 $1.5M
Rebalance, LLC 0.12% No change 7,031 $1.4M
Holowesko Partners Ltd. 0.59% New 7,000 $1.4M
MYDA Advisors LLC 0.50% New 7,000 $1.4M
Nelson Capital Management, LLC 0.28% Reduce -3.3% 6,993 $1.4M
Institutional & Family Asset Management, LLC 0.23% Add +10.3% 6,975 $1.4M
Peddock Capital Advisors, LLC 0.37% Add +2.7% 6,944 $1.4M
Capital Group Private Client Services, Inc. 0.01% Add +21.8% 6,861 $1.4M
Tyler-Stone Wealth Management 0.63% Reduce -4.7% 6,857 $1.4M
Altiora Financial Group, LLC 0.38% Reduce -9.0% 6,857 $1.4M
JTC Employer Solutions Trustee Ltd 0.09% No change 6,912 $1.4M
Lederer & Associates Investment Counsel 0.97% No change 6,815 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -11.3% 6,828 $1.4M
VitalStone Financial, LLC 1.07% Reduce -0.3% 6,795 $1.4M
D'Orazio & Associates, Inc. 0.22% No change 6,779 $1.4M
Leo Wealth, LLC 0.14% Reduce -0.5% 6,760 $1.4M
Sovereign Financial Group, Inc. 0.37% Add +11.3% 6,761 $1.4M
Hudson Capital Management LLC 0.49% Reduce -5.3% 6,715 $1.4M
Pier 88 Investment Partners LLC 2.17% No change 6,693 $1.4M
Clear Harbor Asset Management, LLC 0.12% No change 6,682 $1.4M
Private Trust Co. NA 0.15% Add +6.7% 6,600 $1.4M
Calton & Associates, Inc. 0.66% Reduce -49.8% 6,597 $1.4M
Harbour Capital Advisors, LLC 0.34% Reduce -0.1% 6,434 $1.4M
Signal Advisors Wealth, LLC 0.34% Add +12.9% 6,575 $1.4M
Excalibur Management Corp. 0.57% Reduce -1.2% 6,533 $1.3M
Seaview Investment Managers LLC 0.40% Reduce -2.1% 6,512 $1.3M
S.A. Mason LLC 0.80% No change 6,503 $1.3M
Headinvest, LLC 0.26% Add +6.8% 6,489 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.40% Reduce -10.4% 6,472 $1.3M
OneAscent Wealth Management LLC 0.51% Reduce -22.0% 6,446 $1.3M
Cornerstone Wealth Management, LLC 0.11% Add +10.5% 6,439 $1.3M
Caitlin John, LLC 1.00% Reduce -0.7% 6,415 $1.3M
San Luis Wealth Advisors LLC 0.69% No change 6,385 $1.3M
Pullen Investment Management, LLC 1.10% — 6,357 $1.3M
Schnieders Capital Management LLC 0.27% Reduce -2.7% 6,329 $1.3M
Simon Quick Advisors, LLC 0.10% No change 6,249 $1.3M
Great Lakes Advisors, LLC 0.01% Add +6.7% 6,236 $1.3M
Aprio Wealth Management, LLC 0.25% New 6,233 $1.3M
High Net Worth Advisory Group LLC 0.40% Reduce -3.9% 6,220 $1.3M
Benin Management CORP 0.40% Reduce -11.1% 6,215 $1.3M
Perennial Investment Advisors, LLC 0.19% Reduce -11.0% 6,208 $1.3M
Banque Cantonale Vaudoise 0.05% Add +10.3% 6,200 $1.3M
Wintrust Investments LLC 0.11% Reduce -3.9% 6,193 $1.3M
New Potomac Partners, LLC 0.71% Reduce -1.6% 6,190 $1.3M
LCNB Corp. 0.46% Reduce -2.8% 6,182 $1.3M
Boston Financial Mangement LLC 0.04% Add +4.5% 6,162 $1.3M
Bryn Mawr Trust Advisors, LLC 0.07% Reduce -11.0% 6,133 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Reduce -0.8% 6,132 $1.3M
Tolleson Wealth Management, Inc. 0.25% No change 6,127 $1.3M
Advisors Preferred, LLC 0.21% Add +0.6% 6,061 $1.3M
Cascade Financial Partners, LLC 0.18% — 5,807 $1.3M
Phillips Financial Management, LLC 0.10% No change 6,064 $1.2M
JARISLOWSKY, FRASER Ltd 0.01% No change 6,046 $1.2M
Weaver Capital Management LLC 0.35% Reduce -3.9% 6,011 $1.2M
Park National Corp. 0.05% Add +104.4% 6,010 $1.2M
Moulton Wealth Management, Inc. 1.30% Reduce -2.5% 6,004 $1.2M
Isthmus Partners, LLC 0.14% No change 6,000 $1.2M
Fairfield, Bush & Co. 0.73% Reduce -3.2% 5,995 $1.2M
First Foundation Advisors 0.05% Add +4.2% 5,984 $1.2M
Wealthspire Retirement, LLC 0.11% Reduce -3.6% 5,977 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.20% Reduce -16.6% 5,971 $1.2M
Valley Financial Group, Inc. 0.93% Reduce -2.6% 5,962 $1.2M
Herold Advisors, Inc. 0.30% No change 5,955 $1.2M
Chesapeake Asset Management LLC 1.21% Reduce -1.9% 5,952 $1.2M
Welch Group, LLC 0.06% Add +3.0% 5,942 $1.2M
BKM Wealth Management, LLC 0.53% Reduce -1.5% 5,939 $1.2M
TrinityPoint Wealth, LLC 0.20% No change 5,936 $1.2M
Raleigh Capital Management Inc. 0.53% Add +2.8% 5,933 $1.2M
Inspirion Wealth Advisors, LLC 0.20% Reduce -2.5% 5,930 $1.2M
KFA Private Wealth Group, LLC 0.38% Add +6.7% 5,924 $1.2M
AlphaQ Advisors LLC 0.73% Add +6.4% 5,897 $1.2M
First Commonwealth Financial Corp 0.32% Reduce -0.4% 5,881 $1.2M
LVM Capital Management Ltd. 0.14% No change 5,875 $1.2M
Telos Capital Management, Inc. 0.14% Reduce -13.6% 5,876 $1.2M
TBH Global Asset Management, LLC 0.24% No change 5,847 $1.2M
Beam Wealth Advisors, Inc. 0.72% Add +17.6% 5,846 $1.2M
Valmark Advisers, Inc. 0.02% Add +2.9% 5,822 $1.2M
Johnson Bixby & Associates, LLC 0.21% Reduce -2.5% 5,797 $1.2M
GFS Advisors, LLC 0.20% Reduce -0.5% 5,784 $1.2M
Pure Financial Advisors, LLC 0.04% Add +1.9% 5,764 $1.2M
Senator Investment Group LP 0.05% Add +186.5% 5,730 $1.2M
Mainstay Capital Management LLC 0.22% Reduce -1.9% 5,677 $1.2M
J. Goldman & Co LP 0.05% New 5,675 $1.2M
Gerber Kawasaki Wealth & Investment Management 0.06% Reduce -16.2% 5,672 $1.2M
Doheny Asset Management 0.96% Add +38.5% 5,670 $1.2M
Connective Portfolio Management, LLC 2.05% No change 5,665 $1.2M
Pin Oak Investment Advisors Inc. 1.12% No change 5,664 $1.2M
Strategic Financial Concepts, LLC 0.28% Add +68.7% 5,643 $1.2M
Meridian Wealth Advisors, LLC 0.22% Add +4.2% 5,630 $1.2M
MBA Advisors LLC 0.60% Reduce -0.8% 5,612 $1.2M
Verdence Capital Advisors LLC 0.11% Add +0.6% 5,612 $1.2M
ArchPoint Investors 0.48% New 5,600 $1.2M
Beirne Wealth Consulting Services, LLC 0.49% Add +0.2% 5,589 $1.1M
Private Portfolio Partners LLC 0.24% Reduce -0.8% 5,586 $1.1M
Gateway Wealth Partners, LLC 0.41% Add +3.4% 5,574 $1.1M
Delta Investment Management, LLC 0.26% Add +0.4% 5,567 $1.1M
Ritholtz Wealth Management 0.04% Reduce -24.0% 5,549 $1.1M
Empirical Asset Management, LLC 0.55% Add +12.9% 5,539 $1.1M
Montecito Bank & Trust 0.23% Reduce -0.4% 5,504 $1.1M
First Business Financial Services, Inc. 0.12% No change 5,500 $1.1M
Retirement Financial Solutions, LLC 0.58% Reduce -11.3% 5,485 $1.1M
Retirement Income Solutions, Inc. 0.26% Reduce -0.5% 5,480 $1.1M
Modern Wealth Management, LLC 0.10% Add +39.2% 5,469 $1.1M
Fragasso Financial Advisors Inc 0.09% Reduce -4.9% 5,445 $1.1M
Virtue Capital Management, LLC 0.20% Reduce -18.8% 4,978 $1.1M
Gables Capital Management Inc. 0.61% Reduce -1.8% 5,404 $1.1M
Vanguard Capital Wealth Advisors 0.78% Add +11.9% 5,377 $1.1M
Jones Financial Companies LLLP 0.00% New 5,337 $1.1M
Brandywine Oak Private Wealth LLC 0.11% No change 5,331 $1.1M
Forbes J M & Co. LLP 0.12% No change 5,318 $1.1M
Thornburg Investment Management Inc. 0.02% No change 5,318 $1.1M
Valeo Financial Advisors, LLC 0.04% Add +6.6% 5,095 $1.1M
Gradient Capital Advisors, LLC 0.40% Add +0.1% 5,314 $1.1M
Zacks Investment Management 0.01% Add +16.5% 5,301 $1.1M
Kercheville Advisors, LLC 0.51% Reduce -1.6% 5,279 $1.1M
United Community Bank 0.42% Add +25.9% 5,347 $1.1M
Mission Wealth Management, LP 0.03% Add +10.8% 5,251 $1.1M
Investment Partners, LTD. 0.49% No change 5,243 $1.1M
Epic Trust Investment Advisors, LLC 1.33% Reduce -0.4% 5,242 $1.1M
Laird Norton Wetherby Wealth Management, LLC 0.05% No change 5,235 $1.1M
GFG Capital, LLC 0.28% No change 5,211 $1.1M
MGB Wealth Management, LLC 0.43% Add +26.9% 5,207 $1.1M
Flagship Private Wealth, LLC 0.69% No change 5,182 $1.1M
Schaper Benz & Wise Investment Counsel Inc. 0.09% No change 5,180 $1.1M
Upper Left Wealth Management, LLC 0.99% Reduce -2.2% 5,179 $1.1M
Gsa Capital Partners LLP 0.08% New 5,178 $1.1M
Keene & Associates, Inc. 0.79% Add +0.6% 5,167 $1.1M
James Investment Research, Inc. 0.13% Reduce -18.9% 5,164 $1.1M
Onyx Bridge Wealth Group LLC 0.19% Add +11.3% 4,904 $1.1M
Evexia Wealth LLC 0.44% Add +4.7% 4,891 $1.1M
Cadent Capital Advisors, LLC 0.42% Reduce -2.5% 5,153 $1.1M
Carolinas Wealth Consulting LLC 0.21% Reduce -10.5% 5,129 $1.1M
Cambridge Advisors Inc. 0.25% No change 5,125 $1.1M
KFG Wealth Management, LLC 0.43% Add +0.7% 5,117 $1.1M
RDA Financial Network 0.36% Reduce -0.7% 5,108 $1.1M
Hotchkis & Wiley Capital Management LLC 0.00% Reduce -31.1% 5,100 $1.0M
Pegasus Asset Management, Inc. 0.33% No change 5,088 $1.0M
Wealth Quarterback LLC 0.58% Add +4.8% 5,077 $1.0M
Vanguard Group Inc. 0.00% Add +2.3% 5,073 $1.0M
DeDora Capital, Inc. 0.33% Reduce -2.0% 5,072 $1.0M
Silverlake Wealth Management LLC 0.53% Reduce -50.3% 5,072 $1.0M
Crescent Grove Advisors, LLC 0.11% No change 5,049 $1.0M
1832 Asset Management L.P. 0.00% No change 5,035 $1.0M
Main Street Group, LTD 0.50% Reduce -10.3% 4,963 $1.0M
Nwi Management LP 0.14% No change 5,000 $1.0M
Arcus Capital Partners, LLC 0.33% Reduce -0.1% 4,993 $1.0M
Covestor Ltd 0.65% Add +4.2% 4,980 $1.0M
GW Henssler & Associates Ltd. 0.06% Add +0.1% 4,975 $1.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Add +23.2% 4,911 $1.0M
Roanoke Asset Management Corp./ NY 0.34% Reduce -5.3% 4,910 $1.0M
Sierra Capital LLC 0.13% Reduce -22.8% 4,900 $1.0M
Crewe Advisors LLC 0.12% Add +2.0% 4,897 $1.0M
Betterment LLC 0.00% Reduce -17.3% 4,877 $1.0M
Manchester Capital Management LLC 0.12% Reduce -0.5% 4,870 $1.0M
Naples Global Advisors, LLC 0.10% Add +178.4% 4,859 $1000K
Cassaday & Co Wealth Management LLC 0.03% Add +29.8% 4,847 $997K
Trust Co. of Toledo NA 0.16% Add +17.4% 4,830 $994K
Private Client Services, LLC 0.67% Add +13.8% 4,828 $993K
BOS Asset Management, LLC 0.52% Reduce -37.4% 4,802 $988K
Terra Nova Asset Management LLC 0.79% No change 4,800 $987K
Towerpoint Wealth, LLC 0.50% Add +5.2% 4,794 $986K
Nissay Asset Management Corp. /Japan 0.01% New 4,794 $986K
Waverly Advisors, LLC 0.02% Add +100.3% 4,790 $985K
Greenwich Wealth Management LLC 0.08% Reduce -0.9% 4,785 $984K
SlateStone Wealth, LLC 0.10% No change 4,748 $977K
SkyOak Wealth, LLC 0.23% Add +14.5% 4,730 $973K
Finer Wealth Management, Inc. 0.64% Reduce -10.4% 4,724 $972K
Peregrine Asset Advisers, Inc. 0.39% Add +4.4% 4,709 $969K
WASHINGTON TRUST Co 0.04% No change 4,708 $969K
Linden Thomas Advisory Services, LLC 0.16% Reduce -7.0% 4,706 $968K
Houlihan Financial Resource Group, Ltd. 0.43% Reduce -3.1% 4,703 $968K
NBT Bank, N.A. 0.07% Reduce -3.6% 9,421 $966K
Crestwood Advisors Group, LLC 0.02% Reduce -0.8% 4,695 $966K
Composition Wealth, LLC 0.02% Add +95.3% 4,690 $965K
Quaker Wealth Management, LLC 0.39% Add +28.4% 4,690 $965K
W.G. Shaheen & Associates DBA Whitney & Co 0.11% Reduce -14.7% 4,682 $963K
Sound Income Strategies, LLC 0.07% Reduce -69.7% 4,667 $960K
Shearwater Capital LLC 0.70% Add +3.5% 4,636 $954K
HM Payson & Co. 0.02% Reduce -11.5% 4,620 $950K
Robertson Stephens Wealth Management, LLC 0.05% Add +5.4% 4,606 $948K
Virtus Family Office LLC 1.51% No change 4,600 $946K
Florida Trust Wealth Management Co 0.03% Reduce -0.0% 4,582 $943K
Elevated Capital Advisors, LLC 0.27% Reduce -3.4% 4,576 $941K
Patten Group, Inc. 0.23% Reduce -1.0% 4,562 $938K
WESCAP Management Group, Inc. 0.27% Reduce -28.7% 4,531 $932K
Community Bank, N.A. 0.12% No change 4,525 $931K
Bogart Wealth, LLC 0.05% Add +0.2% 4,525 $931K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -0.3% 4,508 $927K
GM Advisory Group, LLC 0.06% Reduce -1.4% 4,478 $921K
Carret Asset Management, LLC 0.11% Reduce -2.2% 4,473 $920K
Foguth Wealth Management, LLC. 0.49% — 4,429 $911K
Activest Wealth Management 0.44% Reduce -3.0% 4,411 $907K
American Institute for Advanced Investment Management, LLP 0.72% Add +0.8% 4,408 $907K
American Capital Advisory, LLC 0.79% Reduce -5.8% 4,941 $905K
Equitec Proprietary Markets, LLC 1.61% New 4,400 $905K
Wealthstar Advisors, LLC 0.31% No change 4,396 $904K
Garden State Investment Advisory Services LLC 0.33% Reduce -14.1% 4,367 $902K
Colony Family Offices, LLC 0.29% No change 4,343 $893K
Mechanics Bank Trust Department 0.13% Reduce -2.7% 4,340 $893K
Venture Visionary Partners LLC 0.04% Add +3.3% 4,312 $887K
Nokomis Capital, L.L.C. 0.39% No change 4,298 $884K
Patten & Patten Inc. 0.06% No change 4,296 $884K
Access Financial Services, Inc. 0.39% Reduce -1.0% 4,285 $882K
FAS Wealth Partners, Inc. 0.08% Reduce -0.4% 4,280 $880K
Commonwealth Financial Services, LLC 0.21% No change 4,596 $879K
WealthPLAN Partners, LLC 0.09% Reduce -0.5% 4,239 $872K
Beese Fulmer Investment Management, Inc. 0.08% Reduce -8.3% 4,236 $871K
Geneva Partners, LLC 0.38% Reduce -36.4% 4,229 $870K
Morton Capital Management LLC 0.23% Add +6.2% 4,215 $867K
Giverny Capital 0.04% No change 4,206 $865K
JFS Wealth Advisors, LLC 0.07% Add +14.3% 4,198 $864K
Account Management LLC 0.93% No change 4,190 $862K
A. D. Beadell Investment Counsel, Inc. 0.75% No change 4,177 $859K
Claro Advisors Inc. 0.15% Add +17.4% 4,159 $856K
Romano Brothers and Company 0.12% Add +4.0% 4,152 $854K
Commons Capital, LLC 1.24% No change 4,138 $851K
RPG Investment Advisory, LLC 0.13% Add +7.8% 4,133 $850K
Redhawk Wealth Advisors, Inc. 0.14% Reduce -94.1% 4,131 $850K
Ballew Advisors, Inc 0.58% Add +2.6% 3,930 $847K
Visionary Horizons, LLC 0.65% Reduce -8.6% 3,863 $838K
FinTrust Capital Advisors, LLC 0.16% Reduce -57.1% 4,060 $835K
Grandview Asset Management LLC 0.38% Add +0.5% 4,048 $833K
Vantage Financial Partners, LLC 0.22% No change 4,033 $830K
Alpha Square Group S LLC 1.54% No change 4,000 $823K
Medici Capital LLC 0.94% No change 4,000 $823K
Journey Strategic Wealth LLC 0.04% No change 3,973 $817K
Formidable Asset Management, LLC 0.13% Add +12.1% 3,969 $817K
Matrix Asset Advisors Inc. 0.10% No change 3,966 $816K
Ethos Financial Group, LLC 0.16% New 3,964 $815K
Oder Investment Management, LLC 0.76% No change 3,961 $815K
Lake Street Advisors Group, LLC 0.04% No change 3,960 $815K
Prosperity Wealth Management, Inc. 0.39% Add +67.9% 3,957 $814K
CCG Wealth Management, LLC 0.49% New 3,955 $814K
NorthRock Partners, LLC 0.03% Add +14.6% 3,955 $814K
Schmidt P J Investment Management Inc. 0.15% No change 3,950 $813K
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.3% 3,943 $811K
Douglass Winthrop Advisors, LLC 0.02% Add +77.4% 3,940 $811K
Fortis Advisors, LLC 0.54% Add +38.1% 3,937 $810K
Clearview Wealth Advisors LLC 0.82% Reduce -70.8% 3,927 $808K
Pacific Sage Partners, LLC 0.21% No change 3,925 $807K
Guidance Capital, Inc. 0.30% Reduce -5.8% 3,646 $806K
O'shaughnessy Asset Management, LLC 0.01% Add +15.1% 3,905 $803K
Spotlight Asset Group, Inc. 0.57% Reduce -39.1% 3,900 $802K
Spinnaker Trust 0.05% Add +1.8% 3,889 $800K
Sprott Inc. 0.06% Add +55.4% 3,887 $800K
National Philanthropic Trust 0.02% Reduce -20.4% 3,887 $800K
Steel Grove Capital Advisors, LLC 0.11% Reduce -19.8% 3,885 $799K
626 Financial, LLC 0.48% No change 3,876 $797K
Busey Bank 0.03% No change 3,872 $797K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -0.3% 3,860 $794K
Salomon & Ludwin, LLC 0.07% Reduce -14.8% 3,825 $787K
Burns Matteson Capital Management, LLC 0.51% Reduce -0.2% 3,818 $785K
Secured Retirement Advisors, LLC 0.66% Reduce -16.3% 3,811 $784K
CRA Financial Services, LLC 0.17% Reduce -7.9% 3,811 $784K
Hollencrest Capital Management 0.04% No change 3,803 $782K
Nilsine Partners, LLC 0.11% Reduce -1.5% 3,797 $781K
Vaughan David Investments LLC 0.02% No change 3,786 $779K
Cozad Asset Management Inc. 0.08% Add +5.5% 3,749 $771K
Camden National Bank 0.14% Add +1.4% 3,739 $769K
Savvy Advisors, Inc. 0.44% Add +0.9% 3,733 $768K
Bradley & Co. Private Wealth Management, LLC 0.62% No change 3,724 $766K
One Capital Management, LLC 0.03% Reduce -78.9% 3,724 $766K
McGuire Investment Group, LLC 0.11% Add +2.2% 3,718 $765K
Family Manage LLC 0.14% No change 3,709 $763K
City Holding Co. 0.11% Add +5.5% 3,708 $763K
WealthShield Partners, LLC 0.12% Reduce -37.4% 3,705 $762K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.1% 3,699 $761K
Sweeney & Michel, LLC 0.34% — 3,481 $759K
Brick & Kyle, Associates 0.34% No change 3,570 $759K
Stonegate Investment Group, LLC 0.02% Reduce -0.7% 3,688 $759K
Tidemark, LLC 0.42% Reduce -60.7% 3,688 $759K
Westshore Wealth, LLC 0.32% No change 3,680 $757K
Chico Wealth RIA 0.71% No change 3,670 $755K
Corsair Capital Management, L.P. 0.21% Reduce -1.4% 3,666 $754K
ICA Group Wealth Management, LLC 0.15% Reduce -0.2% 3,661 $753K
Cedar Wealth Management, LLC 0.25% Reduce -25.4% 3,648 $750K
Kelleher Financial Advisors 0.31% Reduce -9.2% 3,644 $750K
Bluespring Wealth Management, LLC 0.08% Add +1.4% 3,631 $747K
Colonial Trust Co / SC 0.14% Reduce -0.1% 3,606 $742K
Lincoln Capital LLC 0.17% Reduce -1.1% 3,602 $741K
Winmill & Co. Inc. 0.21% No change 3,600 $741K
KMG Fiduciary Partners, LLC 0.08% Reduce -0.1% 3,590 $739K
Christensen, King & Associates Investment Services, Inc. 0.37% Reduce -1.4% 3,578 $736K
Wolverine Asset Management LLC 0.06% Reduce -0.3% 3,570 $734K
Columbia Asset Management 0.15% No change 3,841 $734K
LM Advisors LLC 0.13% Reduce -20.5% 3,564 $733K
Farmers & Merchants Investments Inc. 0.02% Reduce -0.2% 3,563 $733K
Founders Financial Securities LLC 0.08% Add +1.5% 3,561 $733K
Octavia Wealth Advisors, LLC 0.11% Add +2.3% 3,557 $732K
Elgethun Capital Management 0.18% New 3,531 $732K
Columbus Macro, LLC 0.28% Add +2.2% 3,550 $730K
Tradition Wealth Management, LLC 0.07% Reduce -1.6% 3,547 $730K
First National Bank Sioux Falls 0.40% No change 3,545 $729K
Quantinno Capital Management LP 0.02% Add +1.3% 3,544 $729K
Mitchell McLeod Pugh & Williams Inc. 0.18% Add +36.8% 3,541 $728K
Reynders McVeigh Capital Management, LLC 0.04% New 3,523 $725K
Gryphon Financial Partners LLC 0.12% Add +5.1% 3,522 $725K
DBK Financial Counsel, LLC 0.76% No change 3,516 $723K
Woodward Diversified Capital, LLC 0.45% Reduce -59.7% 3,514 $723K
New Century Financial Group, LLC 0.50% Reduce -11.8% 3,513 $723K
Savior LLC 3.88% Add +0.2% 3,511 $722K
Azzad Asset Management Inc. 0.08% No change 3,510 $722K
Broadleaf Partners, LLC 0.18% Add +4.5% 3,507 $721K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -7.2% 3,503 $721K
Svenska Handelsbanken AB (publ) 0.23% — 3,500 $720K
Hyperion Capital Advisors LP 0.34% No change 3,488 $718K
WMG Financial Advisors, LLC 0.41% Add +1.5% 3,482 $716K
Glenview Trust Co 0.02% Reduce -34.4% 3,478 $715K
Driehaus Capital Management LLC 0.01% Reduce -7.8% 3,471 $714K
PDS Planning, Inc 0.07% No change 3,466 $713K
Clare Market Investments LLC 0.22% Add +7.0% 3,446 $709K
IMS Capital Management 0.33% Reduce -2.8% 3,445 $709K
Samalin Investment Counsel, LLC 0.34% Reduce -0.2% 3,444 $708K
Lodestone Wealth Management LLC 0.37% Reduce -1.1% 3,443 $708K
Doliver Advisors, LP 0.20% Add +2.9% 3,440 $708K
Fortis Capital Advisors, LLC 0.30% Add +29.2% 3,434 $706K
Principle Wealth Partners LLC 0.06% Reduce -9.7% 3,430 $706K
Moseley Investment Management Inc. 0.35% No change 3,429 $705K
Altfest L J & Co. Inc. 0.10% Reduce -9.6% 3,410 $702K
Global Assets Advisory, LLC 0.42% New 3,375 $701K
Camarda Financial Advisors, LLC 0.28% Reduce -11.4% 3,404 $700K
Members Trust Co 0.02% Reduce -1.8% 3,403 $700K
Oceanside Advisors LLC 0.58% No change 3,382 $696K
Chemistry Wealth Management LLC 0.19% Add +2.4% 3,380 $695K
Appleton Partners Inc. 0.05% Reduce -3.0% 3,376 $695K
Fisher Asset Management 0.00% Reduce -30.8% 3,375 $694K
Focus Partners Advisor Solutions, LLC 0.02% Reduce -51.7% 3,364 $692K
Pinnacle Bancorp, Inc. 0.20% No change 3,359 $691K
Total Clarity Wealth Management, Inc. 0.24% Reduce -2.2% 3,355 $690K
Hall Capital Management Co. Inc. 0.34% No change 3,331 $685K
BSW Wealth Partners 0.11% Add +5.1% 3,298 $678K
Sonora Investment Management Group, LLC 0.05% Add +17.9% 3,296 $678K
Bedel Financial Consulting, Inc. 0.11% No change 3,291 $677K
Gunderson Capital Management LLC 0.31% Reduce -9.3% 3,288 $676K
Roger Wittlin Investment Advisory, LLC 0.47% No change 3,287 $676K
Summit Financial Wealth Advisors, LLC 0.14% Add +2.8% 3,279 $675K
Saxony Capital Management, LLC 0.81% Reduce -14.4% 3,275 $674K
Atwater Malick LLC 0.24% Add +19.5% 3,274 $674K
Rosenberg Matthew Hamilton 0.19% No change 3,240 $673K
Country Club Bank 0.05% Reduce -14.4% 3,267 $672K
Harrington Investments, INC 0.38% Add +0.8% 3,266 $672K
Orgel Wealth Management, LLC 0.02% No change 3,264 $671K
Richardson Financial Services Inc. 0.47% Add +0.5% 3,260 $671K
Marketfield Asset Management LLC 0.53% No change 3,257 $670K
Summit Global Investments 0.05% Add +0.2% 3,258 $670K
Capital Management Associates, Inc 0.49% Add +3.5% 3,256 $670K
Bison Wealth, LLC 0.11% Reduce -10.1% 3,254 $669K
Advisors Capital Management, LLC 0.01% Add +73.3% 3,252 $669K
Cambridge Trust Co. 0.03% Reduce -21.7% 3,250 $669K
Darden Wealth Group Inc 0.53% Reduce -13.3% 3,249 $668K
Sentinel Pension Advisors, LLC 0.14% Add +22.4% 3,245 $668K
SignalPoint Asset Management, LLC 0.18% Reduce -17.3% 3,241 $667K
Destiny Capital Corp 0.46% Reduce -4.8% 3,237 $666K
Gratus Wealth Advisors, LLC 0.12% No change 3,020 $665K
Capasso Planning Partners LLC 0.27% Add +4.9% 3,210 $660K
Embree Financial Group 0.13% Reduce -23.8% 3,205 $659K
Zimmermann Investment Management & Planning LLC 0.24% Reduce -3.4% 3,202 $659K
Financial Partners Group, Inc 0.10% Reduce -4.6% 3,201 $659K
First City Capital Management, Inc. 0.36% No change 3,197 $658K
Ridgecrest Wealth Partners, LLC 0.39% New 3,194 $657K
Altura Wealth Advisors Inc. 0.77% Add +152.5% 3,187 $656K
Alta Wealth Advisors LLC 0.33% Reduce -1.3% 3,187 $656K
Aspiriant, LLC 0.03% No change 3,185 $655K
Destiny Wealth Partners, LLC 0.12% Reduce -37.6% 3,184 $655K
Old Port Advisors 0.20% Add +4.6% 3,176 $653K
Towercrest Capital Management 0.11% Add +0.8% 3,170 $652K
Granite FO LLC 0.38% No change 2,800 $649K
Herr Investment Group LLC 0.20% No change 3,151 $648K
Wilkinson Global Asset Management LLC 0.04% Reduce -1.6% 3,150 $648K
Delta Financial Group, Inc. 0.19% No change 3,145 $647K
Acorn Wealth Advisors, LLC 0.34% Add +1.5% 3,132 $644K
Signature Estate & Investment Advisors LLC 0.02% No change 3,131 $644K
Regatta Capital Group, LLC 0.14% No change 3,124 $643K
WPWealth LLP 0.17% No change 3,121 $642K
RMR Capital Management, LLC 0.64% No change 3,115 $641K
Baker Avenue Asset Management, LP 0.02% No change 3,092 $636K
Sage Private Wealth Group, LLC 0.51% New 3,070 $632K
Lindbrook Capital, LLC 0.06% No change 3,069 $631K
Mather Group, Llc. 0.01% No change 3,303 $631K
Ranch Capital Advisors Inc. 0.34% Reduce -11.3% 3,064 $630K
Hudock, Inc. 0.14% Reduce -4.8% 3,063 $630K
Blue Chip Partners, LLC 0.06% Reduce -3.0% 3,058 $629K
Northeast Financial Consultants Inc 0.03% No change 3,057 $629K
JMG Financial Group, Ltd. 0.02% Reduce -9.5% 3,052 $628K
Capital Advisors, Ltd. LLC 0.08% No change 3,050 $627K
Burns J W & Co. Inc. 0.09% No change 3,046 $627K
Timber Creek Capital Management LLC 0.19% No change 3,032 $624K
Compagnie Lombard Odier SCmA 0.01% Reduce -24.8% 3,032 $624K
D L Carlson Investment Group Inc. 0.12% Reduce -0.8% 3,031 $624K
Frontier Asset Management, LLC 0.23% Reduce -1.5% 3,030 $623K
Quadcap Wealth Management, LLC 0.14% No change 3,026 $623K
Terril Brothers, Inc. 0.21% Add +5.4% 3,021 $621K
Pallas Capital Advisors LLC 0.03% Reduce -20.3% 3,013 $620K
Flaharty Asset Management, LLC 0.09% Reduce -7.6% 3,009 $619K
Lanark Financial, Inc. 0.06% Reduce -5.9% 2,964 $619K
Diversified, LLC 0.09% Add +0.1% 3,008 $619K
Guyasuta Investment Advisors Inc. 0.04% No change 3,236 $619K
Navellier & Associates Inc. 0.08% Add +0.5% 3,007 $619K
BBR Partners, LLC 0.05% Add +20.0% 3,002 $618K
Copperwynd Financial, LLC 0.22% Reduce -4.8% 3,002 $618K
Orleans Capital Management Corp. 0.41% Reduce -14.3% 3,000 $617K
Nomura Asset Management Co. Ltd. 0.00% Add +150.0% 3,000 $617K
PYA Waltman Capital, LLC 0.23% No change 2,998 $617K
Welch & Forbes LLC 0.01% Add +8.5% 2,991 $615K
Archer Investment Corp 0.19% Reduce -3.6% 2,987 $614K
Guidance Point Advisors, LLC 0.21% New 2,976 $612K
Coldstream Capital Management Inc. 0.02% Reduce -64.6% 2,964 $610K
Advance Capital Management, Inc. 0.04% Add +4.6% 2,957 $608K
Clearbridge Investments, LLC 0.00% No change 2,951 $607K
Xcel Wealth Management, LLC 0.19% No change 2,950 $607K
Pettyjohn, Wood & White, Inc. 0.12% No change 2,950 $607K
Milestone Asset Management, LLC 0.17% Reduce -2.9% 2,932 $603K
LGL Partners, LLC 0.10% Reduce -4.9% 2,932 $603K
MTM Investment Management, LLC 0.25% Reduce -2.0% 2,925 $602K
Northwest Financial Advisors 0.66% Add +2.5% 2,922 $601K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -30.9% 2,918 $600K
M. Kraus & Co 0.18% Reduce -4.1% 2,915 $600K
Creative Financial Designs Inc. 0.06% Add +8.3% 2,902 $597K
Jacobsen Capital Management 0.28% No change 2,898 $596K
Marino, Stram & Associates LLC 0.14% No change 2,874 $591K
Investment Advisory Group, LLC 0.24% No change 2,871 $591K
Breed's Hill Capital LLC 0.54% No change 2,870 $590K
Taylor & Morgan Wealth Management, LLC 0.43% No change 2,869 $590K
ARS Investment Partners, LLC 0.06% Add +118.3% 2,860 $588K
Blue Bell Private Wealth Management, LLC 0.13% Reduce -18.2% 2,858 $588K
SouthState Bank Corp 0.05% Reduce -4.7% 2,858 $588K
NDWM LLC 0.54% No change 2,857 $588K
Heartwood Wealth Advisors LLC 0.07% No change 2,850 $586K
Canal Capital Management, LLC 0.10% Reduce -9.0% 2,835 $583K
Stephens Consulting, LLC 0.18% Reduce -12.3% 2,829 $582K
Ascent Group, LLC 0.05% Reduce -6.1% 2,822 $581K
Henrickson Nauta Wealth Advisors, Inc. 0.26% No change 2,689 $580K
Beacon Capital Management, LLC 0.12% Add +67.2% 2,812 $578K
Hartford Financial Management Inc. 0.12% No change 2,805 $577K
Hillcrest Wealth Advisors - NY, LLC 0.31% No change 2,800 $576K
SkyView Investment Advisors, LLC 0.11% New 2,800 $576K
Alliance Wealth Advisors, LLC 0.17% Add +7.3% 2,795 $575K
Global Financial Private Client, LLC 0.25% Add +2.5% 2,760 $574K
Austin Private Wealth, LLC 0.07% Add +40.0% 2,683 $571K
Trustmark Bank Trust Department 0.05% Reduce -45.4% 2,772 $570K
BLB&B Advisors, LLC 0.03% Add +34.4% 2,767 $569K
Anchor Investment Management, LLC 0.06% No change 2,765 $569K
Apollon Financial, LLC 0.20% No change 2,762 $568K
Miramar Capital, LLC 0.14% No change 2,651 $568K
Towne Trust Company, N.A 0.21% No change 2,760 $568K
Jefferies Financial Group Inc. 0.01% Add +7.7% 2,759 $568K
Paragon Financial Partners, Inc. 0.47% Add +5.8% 2,756 $567K
Kanawha Capital Management LLC 0.05% Add +10.7% 2,751 $566K
Wealthspan Partners, LLC 0.33% Add +16.4% 2,749 $566K
First American Trust, FSB 0.06% Reduce -21.1% 2,748 $565K
Shariaportfolio, Inc. 0.33% Add +15.9% 2,743 $564K
Sand Hill Global Advisors, LLC 0.03% No change 2,743 $564K
Sentinel Trust Co. Lba 0.07% No change 2,740 $564K
Lam Group, Inc. 0.46% No change 2,741 $564K
UMB Bank, n.a. 0.01% Reduce -12.9% 2,739 $563K
Life Planning Partners, Inc 0.56% Add +10.0% 2,738 $563K
Finivi Inc. 0.51% Add +1.2% 2,735 $563K
Wealth Effects LLC 0.21% Reduce -21.5% 2,733 $562K
Allen Capital Group, LLC 0.08% Add +3.3% 2,727 $561K
Indie Asset Partners, LLC 0.50% Reduce -7.8% 2,725 $561K
Discovery Capital Management, LLC / CT 0.08% New 2,724 $560K
Plante Moran Financial Advisors, LLC 0.06% Add +158.0% 2,712 $558K
Soltis Investment Advisors LLC 0.06% Reduce -4.3% 2,698 $555K
Piedmont Capital Management, LLC 0.38% Reduce -2.6% 2,615 $553K
Kelly Financial Services LLC 0.21% Reduce -7.0% 2,672 $550K
MADDEN SECURITIES Corp 0.25% Add +1.0% 2,652 $546K
Second Line Capital, LLC 0.18% Reduce -12.7% 2,645 $544K
Retirement Group, LLC 0.19% Reduce -26.6% 2,639 $543K
Relative Value Partners Group, LLC 0.03% No change 2,881 $543K
Thompson Davis & Co., Inc. 0.37% Add +9.8% 2,637 $542K
Trivium Point Advisory, LLC 0.12% Add +139.9% 2,634 $542K
International Private Wealth Advisors LLC 1.04% Reduce -22.8% 2,632 $541K
Cypress Capital Group 0.06% Reduce -11.5% 2,632 $541K
Pinnacle Wealth Planning Services, Inc. 0.08% No change 2,622 $539K
Outlook Wealth Advisors, LLC 0.17% Reduce -2.8% 2,622 $539K
Arlington Trust Co LLC 0.14% Reduce -11.9% 2,621 $539K
Howard Financial Services, LTD. 0.09% Reduce -13.9% 2,619 $539K
Southland Equity Partners LLC 0.15% Reduce -1.1% 2,618 $539K
American Asset Management Inc. 0.80% Reduce -9.1% 2,611 $537K
Pacific Center for Financial Services 0.15% No change 2,611 $537K
Absolute Capital Management, LLC 0.34% New 2,611 $537K
Heritage Investment Group, Inc. 0.07% No change 2,611 $537K
Financial Sense Advisors, Inc. 0.19% Add +1.4% 2,605 $536K
Klingenstein Fields & Co. LP 0.02% Reduce -3.7% 2,591 $533K
Eudaimonia Advisors LLC 0.28% Add +38.3% 2,582 $531K
MSH Capital Advisors LLC 0.19% Add +1.5% 2,582 $531K
First Financial Bank - Trust Division 0.05% Reduce -0.6% 2,578 $530K
Kohmann Bosshard Financial Services, LLC 0.07% No change 2,575 $530K
Avondale Wealth Management 0.37% Add +10.8% 2,574 $530K
O'ROURKE & COMPANY, Inc 0.31% Add +9.4% 2,567 $528K
Robinswood Financial LLC 0.23% No change 2,538 $527K
Swisher Financial Concepts, Inc. 0.46% No change 2,432 $527K
Tsfg, LLC 0.13% Reduce -16.8% 2,559 $526K
SAM Advisors, LLC 0.19% No change 2,548 $524K
Secure Asset Management, LLC 0.12% Add +37.9% 2,547 $524K
Alhambra Investment Management LLC 0.29% Reduce -30.0% 2,539 $522K
Burford Brothers, Inc. 0.34% Add +1.2% 2,531 $521K
Bridgewealth Advisory Group, LLC 0.25% Add +8.2% 2,518 $518K
Kingfisher Capital LLC 0.13% Reduce -1.6% 2,517 $518K
Ategra Capital Management, LLC 0.24% No change 2,517 $518K
Atlas Financial Advisors, Inc. 0.80% Add +4.6% 2,514 $517K
Jackson Hole Capital Partners, LLC 0.12% No change 2,513 $517K
Penn Davis McFarland Inc. 0.08% No change 2,513 $517K
Cutler Investment Counsel LLC 0.07% Add +1.2% 2,507 $516K
Smith & Howard Wealth Management, LLC 0.16% No change 2,505 $515K
Derbend Asset Management 0.25% No change 2,500 $514K
Archford Capital Strategies, LLC 0.09% Add +0.4% 2,490 $512K
Berger Financial Group, Inc 0.04% Reduce -0.5% 2,485 $511K
Chesapeake Wealth Management 0.19% No change 2,473 $509K
Winthrop Advisory Group LLC 0.07% No change 2,466 $507K
Channel Wealth LLC 0.20% Reduce -10.1% 2,461 $506K
Hennion & Walsh Asset Management, Inc. 0.03% No change 2,456 $505K
Pavion Blue Capital, LLC 0.25% Add +11.9% 2,448 $504K
Schechter Investment Advisors, LLC 0.04% Add +28.1% 2,446 $503K
Aspen Investment Management Inc 0.26% Add +128.3% 2,447 $503K
Patron Partners, LLC 0.31% Reduce -26.5% 2,445 $503K
United Bank 0.26% No change 2,441 $502K
Nottingham Advisors, Inc. 0.06% Reduce -15.2% 2,433 $501K
Rothschild Investment LLC 0.04% Reduce -9.3% 2,423 $498K
Thomasville National Bank 0.04% No change 2,422 $498K
GYL Financial Synergies, LLC 0.04% No change 2,410 $496K
Pinnacle Wealth Management Advisory Group, LLC 0.05% No change 2,398 $493K
Van Cleef Asset Management,Inc 0.06% No change 2,393 $492K
Twin Lakes Capital Management, LLC 0.33% No change 2,390 $492K
Bourne Lent Asset Management Inc. 0.20% No change 2,375 $489K
Sittner & Nelson, LLC 0.25% No change 2,370 $488K
M&R Capital Management Inc. 0.12% Reduce -25.1% 2,370 $488K
Prio Wealth Limited Partnership 0.01% No change 2,360 $485K
Manchester Financial Inc. 0.13% Reduce -5.2% 2,356 $485K
J.Safra Asset Management Corp 0.05% Reduce -33.3% 2,356 $485K
ProVise Management Group, LLC 0.04% Add +10.7% 2,351 $484K
Quadrant Capital Group LLC 0.04% No change 2,342 $482K
180 Wealth Advisors, LLC 0.09% Reduce -3.7% 2,333 $480K
KCM Investment Advisors LLC 0.02% Reduce -1.3% 2,331 $480K
Investment Partners Asset Management, Inc. 0.43% Reduce -11.1% 2,322 $478K
German American Bancorp, Inc. 0.06% Add +4.7% 2,320 $477K
Prosperity Financial Group, Inc. 0.29% Reduce -13.2% 2,319 $477K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +47.8% 2,319 $477K
Werba Rubin Papier Wealth Management 0.14% No change 2,317 $477K
Windsor Capital Management, LLC 0.15% Add +0.7% 2,312 $476K
Greenleaf Trust 0.00% Add +47.8% 2,310 $475K
Founders Financial Alliance, LLC 0.14% Add +17.2% 2,307 $475K
JB Capital LLC 0.03% Reduce -3.4% 2,299 $473K
Cardinal Point Capital Management ULC 0.09% No change 2,298 $473K
Gratus Capital, LLC 0.02% Add +6.2% 2,296 $472K
Provenance Wealth Advisors, LLC 0.07% No change 2,294 $472K
Cornerstone Wealth Group, LLC 0.04% Add +11.4% 2,291 $471K
Clay Northam Wealth Management, LLC 0.38% Reduce -0.4% 2,290 $471K
Running Point Capital Advisors, LLC 0.21% Reduce -13.9% 2,290 $471K
Ledyard National Bank 0.05% Reduce -0.1% 2,289 $471K
Leavell Investment Management, Inc. 0.03% Add +1.7% 2,270 $467K
Penobscot Investment Management Company, Inc. 0.05% New 2,270 $467K
Smithfield Trust Co 0.02% Add +1.5% 2,258 $465K
Alkeme Wealth, LLC 0.21% No change 2,191 $463K
Hilltop National Bank 0.16% — 2,247 $462K
LaSalle St. Investment Advisors, LLC 0.26% Add +99.4% 2,323 $462K
Waterloo Capital, L.P. 0.06% Reduce -0.8% 2,244 $462K
Allen Mooney & Barnes Investment Advisors LLC 0.09% No change 2,095 $460K
Winch Advisory Services, LLC 0.14% Reduce -76.2% 2,223 $457K
jvl associates llc 0.19% Reduce -0.2% 2,219 $456K
Fulton Breakefield Broenniman LLC 0.04% Add +1.2% 2,219 $456K
Chicago Partners Investment Group LLC 0.02% Add +16.0% 2,118 $455K
Diversified Trust Co. 0.01% Add +1.8% 2,206 $454K
KG Capital Management 0.18% Add +2.2% 2,205 $454K
NorthCoast Asset Management LLC 0.01% New 2,204 $453K
Fsa Wealth Partners, Inc. 0.11% Add +32.8% 2,192 $451K
4J Wealth Management LLC 0.39% No change 2,190 $451K
Vise Technologies, Inc. 0.09% Add +6.7% 2,184 $449K
Keudell/Morrison Wealth Management 0.14% No change 2,170 $446K
Wealth Alliance, LLC 0.06% Add +1.2% 2,161 $445K
Albion Financial Group 0.03% No change 2,160 $444K
Legacy Capital Wealth Partners, LLC 0.32% Reduce -28.6% 2,410 $444K
Tiaa Trust, National Association 0.00% Add +51.8% 2,153 $443K
West Paces Advisors Inc. 0.12% Reduce -3.1% 2,150 $442K
Well Done, LLC 0.09% Reduce -1.8% 2,146 $441K
Portland Global Advisors LLC 0.06% No change 2,145 $441K
ARK & TLK Investments, LLC 0.17% No change 2,143 $441K
Nemes Rush Group LLC 0.06% No change 2,140 $440K
Arcataur Capital Management LLC 0.16% No change 2,135 $439K
HBW Advisory Services LLC 0.08% No change 2,298 $439K
MTM Financial Group, LLC 0.29% Add +2.3% 2,133 $439K
Capital Asset Advisory Services LLC 0.03% Add +19.6% 2,037 $438K
Marathon Trading Investment Management LLC 0.18% Reduce -98.3% 2,127 $438K
National Wealth Management Group, LLC 0.34% Reduce -11.9% 2,123 $437K
NTV Asset Management LLC 0.07% No change 2,122 $437K
Wolff Financial Management LLC 0.13% No change 2,113 $435K
Avenir Corp. 0.04% No change 2,114 $435K
Clear Point Advisors Inc. 0.36% Reduce -6.6% 2,112 $434K
Kaizen Financial Strategies 0.30% Add +25.8% 2,107 $433K
Larson Financial Group LLC 0.03% Add +76.0% 2,107 $433K
Advisory Alpha, LLC 0.02% Reduce -0.6% 2,105 $433K
Spreng Capital Management, Inc. 0.23% Reduce -6.5% 2,100 $432K
Carderock Capital Management Inc. 0.12% New 2,100 $432K
Invst, LLC 0.05% Reduce -0.2% 2,078 $432K
Consolidated Capital Management, LLC 0.21% No change 2,099 $432K
Waldron Private Wealth LLC 0.02% Add +19.5% 2,099 $432K
Range Financial Group LLC 0.22% No change 2,093 $431K
Ritter Daniher Financial Advisory LLC / DE 0.14% No change 2,089 $430K
Alpha Cubed Investments, LLC 0.02% Add +6.4% 2,089 $430K
Titleist Asset Management, LLC 0.08% Add +58.3% 2,088 $430K
Inspire Advisors, LLC 0.06% Add +17.8% 2,085 $429K
Madden Advisory Services, Inc. 0.22% Add +5.5% 2,073 $426K
Sunbelt Securities, Inc. 0.05% Reduce -5.0% 2,071 $426K
Independence Bank of Kentucky 0.13% Add +9.8% 2,070 $426K
Apriem Advisors 0.05% No change 2,070 $426K
Financial Gravity Asset Management, Inc. 0.12% Reduce -93.0% 2,222 $425K
Litman Gregory Wealth Management LLC 0.04% No change 2,063 $424K
SOL Capital Management CO 0.05% No change 2,060 $424K
Capital Advisors Wealth Management, LLC 0.09% Reduce -10.8% 2,061 $424K
GC Wealth Management RIA, LLC 0.08% Reduce -74.3% 2,057 $423K
Capital CS Group, LLC 0.42% New 2,054 $423K
NCM Capital Management, LLC 0.24% No change 2,050 $422K
Gilliland Jeter Wealth Management LLC 0.15% No change 2,047 $421K
Beaumont Financial Advisors, LLC 0.03% Reduce -6.7% 2,047 $421K
Jackson Wealth Management, LLC 0.05% No change 2,048 $421K
Tarbox Family Office, Inc. 0.07% No change 2,045 $421K
Prism Advisors, Inc. 0.13% No change 2,044 $420K
Lafayette Investments, Inc. 0.09% Add +0.8% 2,038 $419K
Granite Bay Wealth Management, LLC 0.24% Reduce -98.5% 2,032 $418K
Chatham Capital Group, Inc. 0.08% Reduce -33.0% 2,031 $418K
Sheaff Brock Investment Advisors, LLC 0.03% Add +5.2% 2,028 $417K
L. Roy Papp & Associates, LLP 0.05% No change 2,020 $416K
Vertex Planning Partners, LLC 0.12% No change 2,020 $416K
Steele Capital Management, Inc. 0.02% Reduce -13.0% 2,015 $415K
Mosaic Family Wealth Partners, LLC 0.07% Add +17.8% 2,001 $412K
SCP Investment, LP 0.26% New 2,000 $411K
Chemung Canal Trust Co. 0.08% No change 2,000 $411K
MKT Advisors LLC 0.23% Reduce -5.2% 1,906 $411K
Purus Wealth Management, LLC 0.20% No change 1,992 $410K
Safeguard Investment Advisory Group, LLC 0.14% Reduce -10.7% 1,991 $410K
Horrell Capital Management, Inc. 0.11% No change 1,985 $408K
Operose Advisors LLC 0.14% New 1,980 $407K
Capital City Trust Co. 0.11% Reduce -9.8% 1,977 $407K
Diligent Investors, LLC 0.10% Reduce -2.6% 1,969 $405K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -1.1% 1,969 $405K
Meritage Portfolio Management 0.03% No change 1,970 $405K
Cavalier Investments, LLC 0.15% No change 1,966 $404K
Atlas Brown,Inc. 0.15% No change 1,963 $404K
Hamilton Point Investment Advisors, LLC 0.08% Reduce -6.4% 1,959 $403K
Element Wealth, LLC 0.24% Add +3.0% 1,957 $403K
Hazlett, Burt & Watson, Inc. 0.24% Add +2.8% 1,954 $400K
Cook Wealth, LLC 0.24% No change 1,871 $399K
Coppell Advisory Solutions Corp. 0.08% — 1,938 $399K
HUB Investment Partners, LLC 0.02% New 1,937 $398K
Signature Wealth Management Partners, LLC 0.32% Reduce -3.7% 1,934 $398K
Maripau Wealth Management LLC 0.30% Reduce -2.8% 1,930 $397K
CWS Financial Advisors, LLC 0.16% Add +1.8% 1,929 $397K
Stewardship Advisors, LLC 0.14% Reduce -55.1% 1,927 $396K
Mach-1 Financial Group, LLC 0.30% Reduce -0.1% 1,926 $396K
Money Concepts Capital Corp. 0.04% No change 1,924 $396K
Sandy Cove Advisors, LLC 0.18% Add +57.2% 1,923 $396K
LifeGuide Financial Advisors, LLC 0.20% Reduce -1.0% 1,917 $394K
Aviance Capital Partners, LLC 0.06% New 1,917 $394K
Caldwell Trust Co 0.05% No change 1,914 $394K
Wick Capital Partners, LLC 0.38% New 1,913 $394K
Arbor Investment Advisors, LLC 0.06% No change 1,908 $393K
Chilton Capital Management LLC 0.02% Reduce -14.2% 1,907 $392K
Cedar Brook Financial Partners, LLC 0.08% Reduce -5.8% 1,903 $391K
Insight Wealth Partners, LLC 0.25% Add +73.1% 1,897 $390K
American Investment Services, Inc. 0.07% Reduce -1.0% 1,897 $390K
Duncker Streett & Co. Inc. 0.08% Add +46.5% 1,890 $389K
Crane Advisory, LLC 0.08% Add +16.5% 1,837 $389K
Keystone Financial Group 0.06% Add +6.7% 1,884 $388K
Madrona Financial Services, LLC 0.13% Add +9.3% 1,883 $387K
HTLF Bank 0.04% New 1,875 $386K
Eagle Capital Management, LLC 0.17% No change 1,872 $385K
Peninsula Asset Management Inc. 0.21% Reduce -2.9% 1,868 $384K
Tobias Financial Advisors, Inc. 0.09% No change 1,862 $383K
Tectonic Advisors LLC 0.03% Reduce -21.8% 1,862 $383K
Iron Gate Global Advisors LLC 0.07% Reduce -7.8% 1,851 $383K
Sage Rhino Capital LLC 0.09% No change 1,860 $383K
Dearborn Partners LLC 0.02% Reduce -3.4% 1,860 $383K
AlphaMark Advisors, LLC 0.13% Reduce -18.1% 1,856 $382K
Barlow Wealth Partners, LLC 0.05% Reduce -23.1% 1,759 $382K
KPP Advisory Services LLC 0.10% Reduce -51.6% 1,847 $380K
Essex LLC 0.09% No change 1,847 $380K
SteelPeak Wealth, LLC 0.02% New 1,846 $380K
IVC Wealth Advisors LLC 0.22% No change 1,845 $380K
Meridian Wealth Partners, LLC 0.07% No change 1,844 $379K
Certuity, LLC 0.03% Reduce -48.6% 1,839 $378K
Banco BTG Pactual S.A. 0.12% Reduce -89.9% 1,835 $377K
Atlas Capital Advisors Inc. 0.06% No change 1,833 $377K
Legacy Trust 0.09% Add +6.7% 1,831 $377K
Bull Street Advisors, LLC 0.18% No change 1,827 $376K
Institute for Wealth Management, LLC. 0.05% Reduce -1.8% 1,827 $376K
Diamant Asset Management, Inc. 0.26% No change 1,825 $375K
Tempus Wealth Planning, LLC 0.16% No change 1,811 $373K
Cornerstone Advisory, LLC 0.05% Reduce -17.9% 1,810 $372K
Arrow Financial Corp 0.04% No change 1,802 $371K
Bramshill Investments, LLC 0.04% Reduce -13.7% 1,800 $370K
Navis Wealth Advisors, LLC 0.44% Reduce -12.4% 1,799 $370K
Fiduciary Alliance LLC 0.07% Reduce -3.1% 1,772 $368K
Resurgent Financial Advisors LLC 0.20% Add +72.2% 1,789 $368K
Tradewinds, LLC. 0.18% — 1,924 $368K
Clark Asset Management, LLC 0.11% Add +49.0% 1,785 $367K
Courage Miller Partners, LLC 0.13% No change 1,775 $365K
SYM FINANCIAL Corp 0.06% Reduce -16.1% 1,773 $365K
BTS Asset Management, Inc. 0.30% Add +9.4% 1,794 $364K
Auxano Advisors, LLC 0.11% No change 1,770 $364K
Quadrant Private Wealth Management, LLC 0.09% No change 1,770 $364K
Angeles Wealth Management, LLC 0.04% Add +27.3% 1,770 $364K
Gradient Investments LLC 0.01% Reduce -21.3% 1,770 $364K
Klingman & Associates, LLC 0.03% Reduce -2.2% 1,768 $364K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.15% Reduce -10.6% 1,684 $364K
Somerset Trust Co 0.15% No change 1,767 $364K
Alterna Wealth Management, Inc. 0.29% No change 1,762 $362K
Capital Advisors Inc. 0.01% Add +3.6% 1,760 $362K
Legacy Capital Group California, Inc. 0.13% Reduce -24.0% 1,758 $362K
Alpha Omega Wealth Management LLC 0.07% No change 1,758 $362K
Petix & Botte Co 0.09% Reduce -50.0% 1,756 $361K
West Michigan Advisors, LLC 0.12% New 1,756 $361K
RB Capital Management, LLC 0.10% Add +7.9% 1,754 $361K
Tennessee Valley Asset Management Partners 0.09% Add +3.4% 1,749 $360K
Cubist Systematic Strategies, LLC 0.00% New 1,748 $360K
Manhattan West Asset Management, LLC 0.09% Add +20.8% 1,747 $359K
Hexagon Capital Partners LLC 0.08% No change 1,732 $356K
Edge Wealth Management LLC 0.07% No change 1,732 $356K
Fairhaven Wealth Management, LLC 0.12% No change 1,731 $356K
Cooper Financial Group 0.06% Add +0.2% 1,730 $356K
Jmac Enterprises LLC 0.07% Add +40.8% 1,727 $355K
Brave Asset Management Inc. 0.09% No change 1,722 $354K
Wealth Management Partners, LLC 0.18% Add +3.1% 1,720 $354K
Traynor Capital Management, Inc. 0.03% Add +19.9% 1,720 $354K
Black Diamond Financial, LLC 0.10% No change 1,847 $353K
Cypress Capital, LLC 0.10% New 1,710 $352K
Artemis Wealth Advisors, LLC 0.06% No change 1,706 $351K
JBR Co Financial Management Inc 0.28% No change 1,705 $351K
Bard Associates Inc. 0.13% No change 1,700 $350K
AlphaStar Capital Management, LLC 0.04% Add +12.4% 1,691 $348K
Mayfair Advisory Group, LLC 0.25% Add +2.3% 1,690 $348K
Breakwater Investment Management 0.16% — 1,686 $347K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,685 $347K
Logan Capital Management Inc. 0.01% Reduce -2.1% 1,683 $346K
Insight Advisors, LLC/ PA 0.07% Reduce -0.3% 1,681 $346K
Lion Street Advisors, LLC 0.14% No change 1,808 $346K
Azimuth Capital Investment Management LLC 0.01% Reduce -5.1% 1,680 $346K
Mill Creek Capital Advisors, LLC 0.01% No change 1,680 $346K
Adamsbrown Wealth Consultants LLC 0.14% Reduce -5.9% 1,678 $345K
Daymark Wealth Partners, LLC 0.02% Reduce -9.0% 1,676 $345K
Quantum Portfolio Management LLC 0.20% Add +3.1% 1,675 $345K
Susquehanna International Group, LLP 0.00% Reduce -99.8% 1,671 $344K
Cornerstone Capital, Inc. 0.04% Reduce -31.1% 1,660 $341K
MBE Wealth Management, LLC 0.21% Reduce -11.6% 1,657 $341K
Interactive Financial Advisors, Inc. 0.19% New 1,657 $341K
Nicollet Investment Management, Inc. 0.13% Reduce -18.2% 1,350 $339K
Aire Advisors, LLC 0.08% Add +26.8% 1,641 $338K
Foster Group, Inc. 0.02% No change 1,639 $337K
Optiver Holding B.V. 0.01% New 1,635 $336K
Willis Johnson & Associates, Inc. 0.03% Reduce -22.6% 1,635 $336K
Howe & Rusling Inc. 0.03% Reduce -5.8% 1,633 $336K
Blume Capital Management, Inc. 0.08% No change 1,630 $335K
All Terrain Financial Advisors, LLC 0.14% Reduce -2.8% 1,628 $335K
Main Line Retirement Advisors, LLC 0.26% Add +23.1% 1,625 $334K
BNC Wealth Management, LLC 0.14% Reduce -2.1% 1,624 $334K
One Charles Private Wealth Services, LLC 0.15% No change 1,623 $334K
Biltmore Family Office, LLC 0.07% Reduce -0.4% 1,620 $333K
Cypress Asset Management Inc. 0.09% No change 1,615 $332K
Sage Financial Group Inc. 0.03% No change 1,614 $332K
Financial Engines Advisors L.L.C. 0.00% Add +28.8% 1,609 $331K
Allegheny Financial Group 0.10% Reduce -41.1% 1,605 $330K
Chelsea Counsel Co. 0.19% No change 1,600 $329K
Lesa Sroufe & Co 0.31% No change 1,600 $329K
Wolf Group Capital Advisors 0.16% No change 1,842 $328K
Berkshire Asset Management LLC 0.02% Reduce -1.5% 1,594 $328K
Full Sail Capital, LLC 0.02% New 1,592 $328K
Paladin Advisory Group, LLC 0.26% No change 1,565 $325K
Dagco, Inc. 0.15% Add +23.5% 1,580 $325K
Liberty Wealth Management LLC 0.06% Add +1164.8% 1,581 $325K
Rockwood Wealth Management, LLC 0.04% Add +1.0% 1,575 $324K
ZWJ Investment Counsel Inc. 0.01% No change 1,570 $323K
Concorde Asset Management, LLC 0.22% Reduce -32.8% 1,569 $323K
N.E.W. Advisory Services LLC 0.04% No change 1,569 $323K
Tritonpoint Wealth, LLC 0.03% Reduce -18.6% 1,685 $322K
Bigelow Investment Advisors, LLC 0.16% Reduce -11.1% 1,564 $322K
Glen Eagle Advisors, LLC 0.06% Reduce -1.6% 1,556 $320K
Avaii Wealth Management, LLC 0.19% Reduce -10.7% 1,554 $320K
Baldwin Investment Management, LLC 0.04% No change 1,550 $319K
Northside Capital Management, LLC 0.06% No change 1,548 $318K
Core Wealth Partners LLC 0.24% Add +39.3% 1,548 $318K
L & S Advisors Inc 0.04% Reduce -10.8% 1,547 $318K
AIFG Consultants Ltd. 0.23% No change 1,542 $317K
Keynote Financial Services LLC 0.27% — 1,539 $317K
Vance Wealth, LLC 0.13% Add +15.0% 1,537 $316K
World Investment Advisors 0.05% Reduce -73.8% 1,533 $315K
Bayshore Asset Management, LLC 0.15% New 1,529 $315K
Garde Capital, Inc. 0.02% Reduce -14.9% 1,528 $314K
TCI Wealth Advisors, Inc. 0.03% Add +5.8% 1,525 $314K
Crestmont Private Wealth LLC 0.16% No change 1,524 $314K
Physician Wealth Advisors, Inc. 0.07% No change 1,414 $313K
Goepper Burkhardt LLC 0.15% Add +7.1% 1,430 $313K
Performance Wealth Partners, LLC 0.01% No change 1,517 $312K
Main Management LLC 0.03% No change 1,516 $312K
Overbrook Management Corp 0.08% No change 1,515 $312K
CFO4Life Group, LLC 0.06% Reduce -2.9% 1,514 $311K
Williams & Novak, LLC 0.35% No change 1,624 $310K
Strategy Asset Managers LLC 0.07% No change 1,505 $310K
Aquire Wealth Advisors, LLC 0.11% No change 1,504 $309K
T. Rowe Price Associates Inc. 0.00% New 1,500 $309K
Barrett & Company, Inc. 0.15% No change 1,501 $309K
Hara Capital LLC 0.19% No change 1,500 $309K
Catalyst Private Wealth, LLC 0.16% Reduce -6.7% 1,500 $309K
Stablepoint Partners, LLC 0.06% No change 1,500 $309K
Cantor Fitzgerald Investment Advisors L.P. 0.02% No change 1,500 $309K
DF Dent & Co. Inc. 0.00% No change 1,500 $309K
Connable Office Inc. 0.03% No change 1,498 $308K
Cadence Bank 0.02% Add +7.2% 1,491 $307K
Penobscot Wealth Management 0.19% No change 1,489 $306K
Colonial River Investments, LLC 0.17% Add +0.5% 1,484 $305K
Chicago Capital, LLC 0.01% Reduce -7.1% 1,482 $305K
Prosperity Consulting Group, LLC 0.04% Reduce -19.6% 1,481 $305K
NFSG Corp 0.13% Reduce -16.8% 1,479 $304K
Nikulski Financial, Inc. 0.10% Reduce -32.6% 1,475 $303K
Fortitude Advisory Group L.L.C. 0.17% Reduce -9.9% 1,474 $303K
L.M. Kohn & Company 0.09% Reduce -38.8% 1,474 $303K
XTX Topco Ltd 0.04% New 1,472 $303K
McKinley Carter Wealth Services, Inc. 0.02% Reduce -4.5% 1,471 $303K
Financial Enhancement Group LLC 0.05% Add +9.2% 1,395 $303K
Allred Capital Management, LLC 0.12% Add +10.6% 1,469 $302K
Mengis Capital Management, Inc. 0.05% Reduce -3.6% 1,469 $302K
Guardian Asset Advisors, LLC 0.25% Reduce -7.3% 1,463 $301K
Walden Wealth Partners LLC 0.17% No change 1,421 $301K
Cordgrass Capital Advisors, LLC 0.09% No change 1,461 $301K
Durante & Waters, LLC 0.27% Add +3.2% 1,452 $299K
Sigma Investment Counselors Inc. 0.02% No change 1,451 $299K
OLIO Financial Planning 0.13% No change 1,553 $297K
MeadowBrook Investment Advisors LLC 0.28% No change 1,445 $297K
Kavar Capital Partners Group, LLC 0.05% New 1,445 $297K
First Hawaiian Bank 0.01% No change 1,444 $297K
Hantz Financial Services, Inc. 0.01% Reduce -12.9% 1,442 $297K
DMC Group, LLC 0.26% Reduce -38.8% 1,437 $296K
Cypress Wealth Services, LLC 0.07% Add +1.8% 1,437 $296K
Baron Silver Stevens Financial Advisors, LLC 0.06% No change 1,435 $295K
Mathes Company, Inc. 0.11% No change 1,435 $295K
Union Savings Bank 0.15% No change 1,430 $294K
Fernwood Investment Management, LLC 0.09% No change 1,428 $294K
Birch Hill Investment Advisors LLC 0.01% Reduce -11.3% 1,425 $293K
Jackson, Grant Investment Advisers, Inc. 0.12% Reduce -50.0% 1,421 $292K
Rakuten Securities, Inc. 0.13% New 1,418 $292K
Tactive Advisors, LLC 0.15% New 1,415 $291K
StrongBox Wealth, LLC 0.15% No change 1,411 $290K
Spectrum Wealth Advisory Group, LLC 0.33% No change 1,407 $289K
Human Investing LLC 0.06% Reduce -0.8% 1,406 $289K
Cove Private Wealth, LLC 0.25% Reduce -32.1% 1,405 $289K
Gilman Hill Asset Management, LLC 0.05% Add +8.5% 1,402 $288K
LYNX Capital Group Ltd. 0.19% No change 1,401 $288K
Thomas J. Herzfeld Advisors, Inc. 0.10% No change 1,398 $288K
Webster Bank, N. A. 0.03% No change 1,397 $287K
Cahaba Wealth Management, Inc. 0.03% Add +4.8% 1,397 $287K
Catalyst Financial Partners LLC 0.07% Reduce -6.4% 1,308 $287K
Patton Albertson Miller Group, LLC 0.04% No change 1,391 $286K
Copperleaf Capital, LLC 0.25% Add +0.1% 1,384 $285K
Bienville Capital Management, LLC 0.09% No change 1,377 $283K
Eldridge Investment Advisors, Inc. 0.07% No change 1,376 $283K
Buck Wealth Strategies, LLC 0.10% Reduce -94.4% 1,364 $280K
ETF Store, Inc. 0.16% Reduce -2.7% 1,362 $280K
Parker Investment Management, LLC 0.05% Reduce -18.4% 1,362 $280K
Buffington Mohr McNeal 0.05% Add +0.5% 1,360 $280K
Ade, LLC 0.19% No change 1,356 $279K
HHM Wealth Advisors, LLC 0.05% No change 1,352 $278K
Kraft, Davis & Associates, LLC 0.08% Reduce -51.1% 1,275 $278K
Syntal Capital Partners, LLC 2.77% New 1,370 $278K
Sterneck Capital Management, LLC 0.17% No change 1,350 $278K
TFG Advisers LLC 0.11% No change 1,349 $278K
Moss Adams Wealth Advisors LLC 0.04% Add +4.0% 1,347 $277K
Rinkey Investments 0.10% Reduce -92.7% 1,346 $277K
Heritage Trust Co 0.04% No change 1,342 $276K
Key Client Fiduciary Advisors, LLC 0.15% New 1,341 $276K
Hengehold Capital Management LLC 0.03% Add +3.9% 1,340 $276K
Vima LLC 0.32% Reduce -0.6% 1,501 $275K
Essex Bank 0.08% No change 1,438 $275K
Sageworth Trust Co of South Dakota 0.42% No change 1,335 $275K
First National Bank of Mount Dora, Trust Investment Services 0.07% No change 1,335 $275K
Linscomb Wealth, Inc. 0.01% Add +0.2% 1,332 $274K
Successful Portfolios LLC 0.19% Reduce -8.3% 1,327 $273K
Worth Financial Advisory Group, LLC 0.19% New 1,323 $272K
Courier Capital LLC 0.02% No change 1,323 $272K
Trilogy Capital Inc. 0.02% Add +6.7% 1,323 $272K
Compton Wealth Advisory Group, LLC 0.07% New 1,322 $272K
Benchmark Financial Wealth Advisors, LLC 0.10% Add +0.1% 1,316 $271K
Sage Mountain Advisors LLC 0.03% New 1,316 $271K
Criterion Capital Advisors, LLC 0.18% Add +3.1% 1,310 $269K
Bruce G. Allen Investments, LLC 0.22% Add +16.6% 1,309 $269K
Stuart Investment Advisors, Inc. 0.17% No change 1,309 $269K
Adirondack Trust Co. 0.11% Add +0.1% 1,305 $268K
Ibex Wealth Advisors 0.07% — 1,581 $268K
Ironwood Financial, llc 0.06% No change 1,300 $267K
Wescott Financial Advisory Group, LLC 0.03% Reduce -0.2% 1,298 $267K
Opus Capital Group, LLC 0.04% No change 1,298 $267K
Cornerstone National Bank & Trust Co 0.13% No change 1,295 $266K
Zhang Financial LLC 0.02% Reduce -38.0% 1,295 $266K
TNF LLC 0.10% No change 1,235 $265K
Clarus Group, Inc. 0.19% No change 1,285 $264K
Dynamic Wealth Strategies, LLC 0.22% No change 1,279 $263K
Panoramic Investment Advisors, LLC 0.19% Reduce -6.7% 1,277 $263K
Strengthening Families & Communities, LLC 0.15% Add +488.4% 1,265 $260K
Strait & Sound Wealth Management LLC 0.14% Add +9.3% 1,181 $260K
Dover Advisors, LLC 0.18% New 1,261 $259K
Provident Investment Management, Inc. 0.02% No change 1,260 $259K
Marks Group Wealth Management, Inc 0.03% No change 1,257 $259K
Occidental Asset Management, LLC 0.05% Reduce -7.8% 1,256 $258K
Alexander Labrunerie & Co., Inc. 0.15% — 1,254 $258K
Ballast, Inc. 0.08% No change 1,250 $257K
Smartleaf Asset Management LLC 0.05% Add +245.0% 1,266 $257K
Slagle Financial, LLC 0.14% Reduce -51.2% 1,247 $257K
Amarillo National Bank 0.05% No change 1,245 $256K
TCP Asset Management, LLC 0.07% No change 1,244 $256K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.06% No change 1,243 $256K
Sachetta, LLC 0.12% No change 1,336 $255K
Eagle Harbor Asset Management Inc. 0.27% Add +8.4% 1,241 $255K
POM Investment Strategies, LLC 0.21% No change 1,240 $255K
Sunflower Bank, N.A. 0.06% Reduce -4.5% 1,240 $255K
Nicolet Bankshares Inc. 0.05% No change 1,240 $255K
Abich Financial Wealth Management LLC 0.20% Reduce -11.3% 1,239 $255K
Legacy Financial Group LLC 0.05% New 1,232 $253K
Royal Fund Management, LLC 0.03% Reduce -11.9% 1,223 $252K
Forza Wealth Management, LLC 0.13% No change 1,221 $251K
Foster Victor Wealth Advisors, LLC 0.02% No change 1,133 $249K
Cornell Pochily Investment Advisors, Inc. 0.10% No change 1,207 $248K
Seven Post Investment Office LP 0.06% No change 1,205 $248K
Amundi 0.00% Add +80.0% 1,125 $248K
Brown Wealth Management, LLC 0.10% Add +10.6% 1,203 $247K
Asset Dedication, LLC 0.02% Add +7.8% 1,196 $247K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -19.3% 1,200 $247K
Allspring Global Investments Holdings, LLC 0.00% New 1,200 $247K
Beaird Harris Wealth Management, LLC 0.02% Reduce -1.3% 1,198 $246K
Highlander Partners, L.P. 0.17% New 1,160 $246K
Belfer Management LLC 4.42% Add +0.5% 1,191 $245K
Sound Financial Strategies Group, LLC 0.20% No change 1,189 $245K
Creekmur Asset Management LLC 0.08% Reduce -6.8% 1,189 $245K
Custos Family Office, LLC 0.13% No change 1,188 $244K
Hohimer Wealth Management, LLC 0.06% Reduce -12.2% 1,188 $244K
Moneywise, Inc. 0.13% No change 1,186 $244K
Bragg Financial Advisors, Inc 0.01% Reduce -10.3% 1,181 $243K
Kowal Investment Group, LLC 0.05% Reduce -0.1% 1,177 $242K
Oakwell Private Wealth Management, LLC 0.07% No change 1,174 $242K
Acas, LLC 0.23% New 1,170 $241K
Financial Management Professionals, Inc. 0.04% Add +3.6% 1,162 $239K
Paragon Capital Management Ltd 0.04% No change 1,155 $238K
Spectrum Asset Management, Inc. (NB/CA) 0.10% Reduce -8.0% 1,154 $237K
Gimbal Financial 0.19% New 1,150 $237K
Avion Wealth 0.06% No change 1,143 $236K
Bernardo Wealth Planning LLC 0.07% No change 1,144 $235K
Indiana Trust & Investment Management Co 0.09% Add +8.6% 1,142 $235K
Badgley Phelps Wealth Managers, LLC 0.01% New 1,139 $234K
Diker Management LLC 0.19% No change 1,137 $234K
Eagle Wealth Strategies LLC 0.19% No change 1,123 $233K
James J. Burns & Company, LLC 0.08% Reduce -52.3% 1,106 $233K
Hapanowicz & Associates Financial Services, Inc 0.13% No change 1,131 $233K
Sabal Trust CO 0.01% No change 1,130 $232K
Capital Market Strategies LLC 0.18% Reduce -9.8% 1,125 $232K
TrueWealth Advisors, LLC 0.09% New 1,125 $231K
Cornerstone Management, Inc. 0.05% Reduce -1.0% 1,125 $231K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 1,125 $231K
Satovsky Asset Management LLC 0.07% No change 1,124 $231K
Kellett Wealth Advisors, LLC 0.16% No change 1,123 $231K
Signet Financial Management, LLC 0.03% New 1,122 $231K
Revisor Wealth Management LLC 0.10% New 1,161 $231K
Viewpoint Capital Management LLC 0.15% New 1,160 $231K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% No change 1,114 $229K
Pathway Financial Advisers, LLC 0.08% Add +8.6% 1,111 $229K
Beacon Financial Advisory LLC 0.11% Reduce -14.1% 1,111 $229K
First Western Trust Bank 0.01% No change 1,109 $228K
Heritage Investors Management Corp. 0.01% No change 1,110 $228K
Wealthquest Corp 0.02% Reduce -0.2% 1,105 $227K
Bensler, LLC 0.03% No change 1,100 $226K
Sonata Capital Group Inc. 0.10% No change 1,100 $226K
Hoge Financial Services, LLC 0.18% Add +4.1% 1,098 $226K
Aegis Financial Corp. 0.19% No change 1,097 $226K
Silvia McColl Wealth Management, LLC 0.19% New 1,045 $225K
Lantz Financial LLC 0.07% Reduce -1.3% 1,094 $225K
Lester Murray Antman dba SimplyRich 0.07% No change 1,089 $225K
Fort Sheridan Advisors LLC 0.04% No change 1,093 $225K
Astoria Portfolio Advisors LLC. 0.09% Reduce -57.9% 1,017 $225K
Farrell Financial LLC 0.18% New 1,091 $224K
Cornerstone Advisors Asset Management, LLC 0.08% No change 1,090 $224K
Rooted Wealth Advisors, Inc. 0.11% New 1,063 $224K
Maltin Wealth Management, Inc. 0.13% No change 1,086 $223K
Gallacher Capital Management LLC 0.11% No change 1,084 $223K
REDW Wealth LLC 0.06% New 1,082 $223K
Summit Wealth Partners, LLC 0.05% New 1,078 $222K
JNBA Financial Advisors 0.02% Reduce -3.0% 1,075 $221K
Valtinson Bruner Financial Planning LLC 0.09% Add +0.3% 1,070 $220K
Middleton & Co. Inc. 0.03% No change 1,070 $220K
Northstar Group, Inc. 0.04% New 1,064 $219K
Goodman Financial Corp 0.05% New 1,062 $218K
Fielder Capital Group LLC 0.10% Reduce -8.7% 1,060 $218K
American Trust 0.02% Reduce -95.8% 1,054 $217K
Joseph P. Lucia & Associates, LLC 0.12% New 1,052 $216K
Harvey Capital Management Inc. 0.06% New 1,050 $216K
LaFleur & Godfrey LLC 0.03% No change 1,050 $216K
Aspire Capital Advisors LLC 0.07% New 1,048 $216K
CGC Financial Services, LLC 0.11% No change 1,047 $215K
Searle & Co. 0.05% New 1,046 $215K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -19.5% 1,046 $215K
Horizon Bancorp Inc. 0.10% Add +26.4% 1,043 $215K
King Wealth Management Group 0.04% New 1,046 $215K
Shorepoint Capital Partners LLC 0.05% Reduce -3.3% 1,039 $214K
Wealth Advisors of Iowa, LLC 0.13% New 1,030 $212K
Lazari Capital Management, Inc. 0.11% Reduce -64.1% 1,027 $211K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -6.0% 1,020 $210K
Bremer Bank National Association 0.04% New 1,015 $209K
Strategic Investment Advisors / MI 0.03% Reduce -12.5% 1,013 $208K
Norris Perne & French LLP 0.01% New 1,012 $208K
Oliver Lagore Vanvalin Investment Group 0.06% Reduce -27.7% 1,011 $208K
Central Valley Advisors, LLC 0.11% Reduce -4.1% 1,009 $208K
Sandy Spring Bank 0.01% Reduce -30.8% 1,008 $207K
Carmel Capital Management L.L.C. 0.08% New 1,005 $207K
PBMares Wealth Management LLC 0.05% New 1,004 $207K
Bollard Group LLC 0.01% No change 1,000 $206K
FourThought Financial Partners, LLC 0.02% New 1,001 $206K
Merrion Investment Management Co, LLC 0.15% New 1,000 $206K
Orion Capital Management LLC 0.11% No change 1,000 $206K
Old West Investment Management, LLC 0.10% New 1,000 $206K
Ardent Capital Management, Inc. 0.10% Reduce -13.0% 1,000 $206K
Marshall & Sullivan Inc. 0.10% New 1,000 $206K
Ironsides Asset Advisors, LLC 0.07% New 1,000 $206K
Knuff & Co LLC 0.07% No change 1,000 $206K
RAM Investment Partners, LLC 0.06% Reduce -10.3% 1,000 $206K
Jackson Square Capital, LLC 0.05% New 1,000 $206K
Bluefin Capital Management, LLC 0.05% No change 1,000 $206K
U S Global Investors Inc. 0.02% New 1,000 $206K
Legacy Private Trust Co. 0.01% Reduce -45.4% 1,000 $206K
Invesco Ltd. 0.00% New 1,000 $206K
Buckhead Capital Management LLC 0.07% New 998 $205K
Burney Co./ 0.01% New 996 $205K
Peak Asset Management, LLC 0.04% New 995 $205K
Integrated Investment Consultants, LLC 0.06% New 995 $205K
Stratos Investment Management, LLC 0.02% New 994 $204K
Shepherd Kaplan Krochuk, LLC 0.16% New 992 $204K
Sculati Wealth Management, LLC 0.09% Reduce -13.7% 991 $204K
Carlson Capital Management 0.01% New 990 $204K
First Financial Corp. 0.10% Reduce -5.4% 986 $203K
Clearwater Capital Advisors, LLC 0.02% New 984 $202K
Montz Harcus Wealth Management LLC 0.14% New 982 $202K
Glassman Wealth Services 0.04% Add +0.7% 982 $202K
CW Advisors, LLC 0.00% Reduce -70.2% 981 $202K
F/m Investments LLC 0.14% New 978 $201K
CapWealth Advisors, LLC 0.02% New 977 $201K
Kades & Cheifetz LLC 0.13% New 976 $201K
Bond & Devick Financial Network, Inc. 0.11% New 976 $201K
PCA Investment Advisory Services Inc. 0.11% New 974 $200K
Compass Wealth Management LLC 0.05% No change 971 $200K
Arax Advisory Partners 0.02% Add +1.4% 964 $198K
Vestor Capital, LLC 0.02% Reduce -2.4% 950 $195K
City State Bank 0.09% No change 936 $193K
Financial Freedom, LLC 0.11% No change 909 $187K
Ameritas Investment Partners, Inc. 0.01% Add +19.5% 890 $183K
Delta Asset Management LLC 0.02% Reduce -1.1% 885 $182K
Ameliora Wealth Management Ltd. 0.08% Add +17.6% 884 $182K
Clean Yield Group 0.07% Reduce -5.4% 876 $180K
SJS Investment Consulting Inc. 0.04% Add +1.2% 871 $179K
Wellington Shields & Co., LLC 0.06% Reduce -0.1% 856 $176K
Key Financial Inc 0.04% No change 838 $172K
GHP Investment Advisors, Inc. 0.01% Reduce -3.3% 826 $170K
Venturi Wealth Management, LLC 0.01% No change 815 $168K
Financial Perspectives, Inc 0.06% No change 798 $164K
Intelligent Financial Strategies 0.10% Reduce -25.5% 775 $159K
Studio Investment Management LLC 0.04% No change 750 $154K
Carmichael Hill & Associates, Inc. 0.06% Add +48.5% 741 $152K
FSA Wealth Management LLC 0.07% No change 736 $151K
GPS Wealth Strategies Group, LLC 0.02% Add +0.1% 729 $150K
Jamison Private Wealth Management, Inc. 0.03% No change 721 $148K
GoalVest Advisory LLC 0.05% No change 711 $146K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 705 $145K
McIlrath & Eck, LLC 0.02% Reduce -4.3% 690 $142K
Concord Wealth Partners 0.03% Reduce -37.5% 687 $141K
BlackRock Inc. 0.00% Add +23.5% 673 $138K
Rain Capital Management, LLC 0.09% No change 671 $138K
Stelac Advisory Services LLC 0.06% Add +8.9% 670 $138K
St Germain D J Co. Inc. 0.01% Reduce -18.6% 670 $138K
Spectrum Wealth Counsel, LLC 0.02% Reduce -86.0% 665 $137K
Richard W. Paul & Associates, LLC 0.05% Reduce -11.9% 661 $136K
Evermay Wealth Management LLC 0.02% Add +67.7% 659 $136K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -21.0% 655 $135K
Lagoda Investment Management, L.P. 0.08% No change 650 $134K
RFP Financial Group LLC 0.05% Add +10.0% 636 $131K
IAG Wealth Partners, LLC 0.03% No change 635 $131K
PFS Partners, LLC 0.09% No change 631 $130K
Pineridge Advisors LLC 0.05% No change 628 $129K
Bare Financial Services, Inc 0.12% Add +20.2% 606 $128K
Norwood Financial Corp 0.18% No change 615 $127K
Old Second National Bank of Aurora 0.03% No change 605 $124K
General Partner, Inc. 0.08% No change 600 $123K
Clearstead Trust, LLC 0.03% No change 592 $122K
Icon Wealth Advisors, LLC 0.01% Reduce -7.9% 582 $120K
Pacifica Partners Inc. 0.05% No change 591 $119K
Slocum, Gordon & Co LLP 0.09% No change 566 $116K
Trivant Custom Portfolio Group, LLC 0.07% Reduce -64.1% 560 $115K
Piscataqua Savings Bank 0.10% Add +10.3% 544 $112K
Wolff Wiese Magana LLC 0.10% Reduce -2.9% 539 $111K
Valley National Advisers Inc. 0.02% No change 536 $110K
Gen-Wealth Partners Inc 0.05% — 533 $110K
Salem Investment Counselors Inc. 0.00% No change 527 $108K
Lummis Asset Management, LP 0.14% Add +2.4% 521 $107K
Elevation Wealth Partners, LLC 0.05% Add +6.3% 519 $107K
Abound Wealth Management 0.04% No change 505 $104K
Bangor Savings Bank 0.01% Reduce -24.1% 505 $104K
Resources Management Corp. /CT/ 0.02% Reduce -5.7% 500 $103K
Islay Capital Management, LLC 0.08% No change 500 $103K
Peoples Financial Services Corp. 0.04% No change 500 $103K
Addison Advisors LLC 0.03% No change 491 $101K
MidAtlantic Capital Management, Inc. 0.09% Reduce -0.2% 489 $101K
Eagle Bay Advisors LLC 0.06% No change 475 $98K
Burkett Financial Services, LLC 0.05% No change 466 $96K
MilWealth Group LLC 0.03% No change 456 $94K
Cape Investment Advisory, Inc. 0.04% Reduce -66.8% 436 $90K
Tradewinds Capital Management, LLC 0.02% No change 425 $87K
Credential Qtrade Securities Inc. 0.00% Add +9.7% 419 $86K
Washington Trust Advisors, Inc. 0.01% No change 415 $85K
New England Capital Financial Advisors LLC 0.05% No change 400 $82K
Quintet Private Bank (Europe) S.A. 0.00% New 333 $80K
Zions Bancorporation, N.A. 0.01% No change 386 $79K
West Oak Capital, LLC 0.03% Reduce -5.0% 380 $78K
Valley Wealth Managers, Inc. 0.01% Reduce -78.3% 372 $77K
PSI Advisors, LLC 0.03% Reduce -12.1% 363 $75K
Founders Capital Management 0.05% Reduce -3.0% 360 $74K
Truvestments Capital LLC 0.03% No change 350 $72K
Brown, Lisle/Cummings, Inc. 0.02% No change 349 $72K
Planning Capital Management Corp 0.05% No change 344 $71K
Tucker Asset Management LLC 0.02% Add +14.8% 341 $70K
Johnson Financial Group, Inc. 0.00% Reduce -27.9% 323 $66K
Hoey Investments, Inc. 0.01% No change 320 $66K
MCF Advisors LLC 0.01% No change 319 $66K
Pacific Capital Wealth Advisors, Inc. 0.02% No change 314 $65K
Cherry Tree Wealth Management, LLC 0.02% No change 313 $64K
Heritage Wealth Advisors 0.00% Reduce -71.8% 306 $63K
Morton Brown Family Wealth, LLC 0.03% Reduce -8.1% 305 $63K
Peoples Bank 0.05% Reduce -49.8% 303 $62K
Tacita Capital Inc 0.04% No change 300 $62K
Asset Management One Co., Ltd. 0.00% Reduce -25.0% 300 $62K
Cedar Mountain Advisors, LLC 0.01% No change 285 $59K
Toth Financial Advisory Corp. 0.01% No change 282 $58K
Annapolis Financial Services, LLC 0.02% Reduce -84.9% 278 $57K
Bell Investment Advisors, Inc 0.01% No change 265 $55K
AllSquare Wealth Management LLC 0.03% No change 254 $52K
CBIZ Investment Advisory Services, LLC 0.00% New 250 $51K
TD Capital Management LLC 0.01% Add +11.4% 245 $50K
Silicon Valley Capital Partners 0.01% New 232 $48K
PayPay Securities Corp 2.32% Reduce -12.1% 226 $46K
WR Wealth Planners, LLC 0.01% New 220 $45K
First United Bank & Trust 0.02% No change 218 $45K
RE Dickinson Investment Advisors, LLC 0.03% No change 214 $44K
Mb, Levis & Associates, LLC 0.02% No change 206 $42K
Belmont Capital, LLC 0.01% No change 201 $41K
West Branch Capital LLC 0.02% No change 200 $41K
Central Bank & Trust Co. 0.01% No change 200 $41K
Northwest Capital Management Inc 0.01% No change 196 $40K
Headlands Technologies LLC 0.01% Reduce -81.4% 192 $39K
Proffitt & Goodson Inc. 0.01% No change 190 $39K
Parkside Financial Bank & Trust 0.01% Reduce -23.1% 190 $39K
McClarren Financial Advisors, Inc. 0.03% No change 188 $39K
Nordwand Advisors, LLC 0.01% No change 185 $38K
Accordant Advisory Group Inc 0.03% — 184 $38K
Coston, McIsaac & Partners 0.01% No change 180 $37K
GAMMA Investing LLC 0.01% No change 177 $36K
Voisard Asset Management Group, Inc. 0.02% No change 175 $36K
Kathleen S. Wright Associates Inc. 0.02% New 175 $36K
Benjamin Edwards Inc. 0.01% New 170 $35K
Advantage Trust Co 0.03% No change 170 $35K
Roble, Belko & Company, Inc 0.01% Reduce -70.7% 166 $34K
Tower Research Capital LLC (TRC) 0.00% Reduce -7.1% 158 $33K
NewSquare Capital LLC 0.00% Reduce -65.6% 157 $32K
JDM Financial Group LLC 0.02% No change 155 $32K
Tortoise Investment Management, LLC 0.00% No change 152 $31K
Caldwell Sutter Capital, Inc. 0.01% No change 151 $31K
Winthrop Capital Management, LLC 0.01% No change 170 $31K
American National Bank & Trust 0.00% Add +50.0% 150 $31K
Godsey & Gibb, Inc. 0.00% No change 143 $29K
Kessler Investment Group, LLC 0.02% No change 142 $29K
Security National Bank 0.00% New 137 $28K
Gold Investment Management Ltd. 0.01% Reduce -6.3% 133 $27K
DHJJ Financial Advisors, Ltd. 0.01% No change 131 $27K
SOA Wealth Advisors, LLC. 0.01% No change 126 $26K
Legacies Wealth LLC 0.02% No change 125 $26K
Northwest Investment Counselors, LLC 0.01% New 125 $26K
First PREMIER Bank 0.01% No change 120 $25K
Frazier Financial Advisors, LLC 0.02% Reduce -11.0% 121 $25K
Stone House Investment Management, LLC 0.01% Add +45.1% 119 $24K
Financial Synergies Wealth Advisors, Inc. 0.00% Reduce -6.3% 118 $24K
Financial Connections Group, Inc. 0.03% No change 116 $24K
Prestige Wealth Management Group LLC 0.00% No change 108 $22K
Register Financial Advisors LLC 0.01% New 104 $21K
Naples Money Management LLC 0.02% Reduce -39.0% 100 $21K
Costello Asset Management, INC 0.01% No change 100 $21K
Perritt Capital Management Inc 0.01% No change 100 $21K
Mine & Arao Wealth Creation & Management, LLC. 0.01% No change 100 $21K
Vermillion & White Wealth Management Group, LLC 0.02% No change 93 $19K
4Thought Financial Group Inc. 0.01% Reduce -2.1% 92 $19K
CNB Bank 0.01% No change 91 $19K
Sugarloaf Wealth Management, LLC 0.00% No change 90 $19K
Country Trust Bank 0.00% No change 88 $18K
Centerpoint Advisors, LLC 0.01% Reduce -27.5% 87 $18K
Pension & Wealth Management Advisors, Inc. 0.01% New 80 $16K
Moser Wealth Advisors, LLC 0.01% No change 79 $16K
Arcadia Investment Management Corp. 0.00% New 78 $16K
Investors Research Corp 0.00% Reduce -21.2% 78 $16K
Byrne Asset Management LLC 0.01% New 75 $15K
Field & Main Bank 0.01% No change 75 $15K
Wetzel Investment Advisors, Inc. 0.01% No change 70 $15K
LifeSteps Financial, Inc. 0.01% New 70 $14K
Financial Avengers, Inc. 0.01% Reduce -55.8% 65 $14K
Highlander Capital Management, LLC 0.01% New 65 $13K
Semmax Financial Advisors Inc. 0.00% Add +1.7% 61 $13K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 62 $13K
Core Wealth Advisors, Inc. 0.00% No change 62 $13K
Janiczek Wealth Management, LLC 0.00% Reduce -4.8% 60 $12K
Evergreen Private Wealth LLC 0.01% Reduce -26.8% 60 $12K
Broadwater Capital Management LLC 0.01% New 59 $12K
Clarity Asset Management, Inc. 0.01% No change 55 $11K
Davidson Capital Management Inc. 0.00% New 50 $10K
Tompkins Financial Corp. 0.00% New 50 $10K
Private Ocean, LLC 0.00% Reduce -69.9% 49 $10K
Rise Advisors, LLC 0.00% No change 45 $9K
Cassady Schiller Wealth Management, LLC 0.00% No change 45 $9K
Pflug Koory, LLC 0.00% No change 45 $9K
Thompson Investment Management, Inc. 0.00% No change 44 $9K
LGT Financial Advisors LLC 0.01% Reduce -64.5% 43 $9K
LRI Investments, LLC 0.00% — 40 $8K
CVA Family Office, LLC 0.00% No change 35 $7K
Davis Capital Management 0.01% No change 34 $7K
REAP Financial Group, LLC 0.00% No change 34 $7K
Milestone Investment Advisors LLC 0.00% No change 32 $7K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $6K
Sanctuary Wealth Management, L.L.C. 0.01% No change 30 $6K
Lowe Wealth Advisors, LLC 0.00% No change 30 $6K
Horizon Financial Services, LLC 0.00% New 29 $6K
HBC Financial Services, PLLC 0.00% No change 25 $5K
Providence Capital Advisors, LLC 0.00% Add +283.3% 23 $5K
Kiely Wealth Advisory Group, Inc. 0.00% No change 21 $5K
Future Financial Wealth Managment LLC 0.00% New 20 $4K
Horizons Wealth Management 0.00% No change 21 $4K
Dunhill Financial, LLC 0.00% No change 15 $3K
First Pacific Financial 0.00% New 14 $3K
Horizon Investments, LLC 0.00% Reduce -28.6% 5 $1K
PEAK6 Investments LLC 0.00% No change 3 $717
Capstone Investment Advisors, LLC 0.00% Reduce -99.3% 1 $206

"% of holder's portfolio" is GLD's weight in each manager's 13F, not the share of SPDR Gold Shares the manager owns.