SPDR Gold SharesGLDETF

13F holders, Q3 2024 (September 30)
2,212holders +104
177new positions
79sold out
9famous investors
$243.05avg. 13F price*

At the end of Q3 2024, 2,212 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, up 104 from Q2 2024. 177 opened new positions and 79 sold out. The largest holders were Bank of America Corp. ($2.8B), Morgan Stanley ($2.5B) and UBS Group AG ($1.2B). 9 famous investors held it, including David Einhorn (2.1% of Greenlight Capital (DME Capital Management)'s portfolio), Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio) and Mario Gabelli (0.1% of GAMCO Investors'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions177$511.7M
Exits79$476.4M

All 13F filers, Q2 2024 → Q3 2024: 10,842,357 shares bought and 8,532,921 shares sold, net +2,309,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,212 holders

Bank of America Corp. 0.24% Add +8.6% 11,446,397 $2.8B
Morgan Stanley 0.18% Reduce -5.4% 10,082,314 $2.5B
UBS Group AG 0.32% Reduce -4.1% 4,765,186 $1.2B
Wells Fargo & Company 0.24% Add +7.6% 3,991,848 $970.3M
First Eagle Investment Management, LLC 1.67% Reduce -2.7% 3,343,629 $812.5M
LPL Financial LLC 0.36% Add +6.6% 3,334,764 $810.5M
Toronto Dominion Bank 1.40% Reduce -16.7% 3,257,154 $791.7M
Jane Street Group, LLC 0.97% Add +31.3% 2,483,411 $603.6M
Royal Bank of Canada 0.10% Add +12.1% 1,865,915 $453.5M
HighTower Advisors, LLC 0.59% Reduce -3.1% 1,652,859 $401.5M
Goldman Sachs Group Inc. 0.07% Add +5.1% 1,571,425 $382.0M
Barclays PLC 0.15% Add +23.5% 1,412,380 $343.3M
JPMorgan Chase & Co. 0.03% Add +40.6% 1,402,973 $341.0M
Comprehensive Financial Management LLC 8.60% No change 1,271,154 $309.0M
Ameriprise Financial Inc. 0.08% Add +8.5% 1,251,573 $304.5M
Envestnet Asset Management Inc. 0.09% Add +6.8% 1,205,410 $293.0M
Orbis Allan Gray Ltd 1.44% Reduce -3.1% 1,115,066 $271.0M
Citigroup Inc. 0.25% Reduce -11.8% 1,098,809 $267.1M
WealthNavi Inc. 2.89% Reduce -13.7% 1,037,738 $252.2M
Commonwealth Equity Services, LLC 0.35% Reduce -6.0% 947,353 $230.3M
Raymond James Financial Services Advisors, Inc. 0.31% Add +10.0% 944,000 $229.4M
Stifel Financial Corp. 0.21% Add +13.9% 822,531 $199.9M
Raymond James & Associates 0.12% Reduce -2.0% 818,881 $199.0M
BlackRock, Inc. 0.00% — 800,358 $194.5M
State Street Corp. 0.01% Add +6.6% 764,315 $185.8M
Susquehanna International Group, LLP 0.31% Add +704.1% 744,023 $180.8M
Arizona PSPRS Trust 7.03% Reduce -0.5% 727,552 $176.8M
Squarepoint Ops LLC 0.58% Add +20.8% 725,057 $176.2M
US Bancorp \de 0.22% Add +0.5% 691,648 $168.1M
Cetera Investment Advisers 0.36% Add +1.4% 683,151 $166.0M
Rockefeller Capital Management L.P. 0.44% Add +4.9% 665,498 $161.7M
SG Americas Securities, LLC 0.62% Add +8.9% 659,451 $160.3M
Osaic Holdings, Inc. 0.35% Add +0.9% 644,700 $156.7M
HSBC Holdings PLC 0.10% Add +728.3% 632,180 $154.2M
Northern Trust Corp. 0.02% Add +4.9% 625,943 $152.1M
GLOBALT Investments LLC / GA 5.53% Reduce -4.3% 607,321 $147.6M
PNC Financial Services Group, Inc. 0.09% Reduce -0.3% 607,076 $147.6M
Bank of Montreal 0.07% Add +51.1% 585,739 $143.5M
Mitsubishi UFJ Trust & Banking Corp 0.32% Add +20.6% 585,688 $142.4M
Cambridge Investment Research Advisors, Inc. 0.45% Add +11.6% 549,566 $133.6M
Arnhold LLC 12.46% No change 528,267 $128.4M
Corient Private Wealth LP 0.20% Add +6.8% 521,790 $126.3M
Truist Financial Corp. 0.19% Add +10.7% 490,422 $119.2M
Bleichroeder LP 31.13% No change 475,000 $115.5M
CTC LLC 5.20% New 467,440 $113.6M
Sequoia Financial Advisors, LLC 1.21% Reduce -8.3% 464,274 $112.8M
Sumitomo Mitsui Trust Group, Inc. 0.08% Add +47.5% 454,153 $110.4M
Cerity Partners LLC 0.24% Add +10.3% 440,649 $107.1M
PPSC Investment Service Corp 12.05% Add +9.8% 420,891 $102.3M
Northwestern Mutual Wealth Management Co. 0.09% Add +6.8% 418,383 $101.7M
Sumitomo Mitsui Financial Group, Inc. 2.00% Add +16.6% 366,885 $89.2M
Rockland Trust Co. 4.35% Reduce -0.9% 363,861 $88.4M
Cerity Partners OCIO LLC 6.86% Reduce -3.8% 350,859 $85.3M
MML Investors Services, LLC 0.31% Add +7.7% 346,563 $84.2M
WS Management LLLP 7.46% Reduce -32.2% 345,440 $84.0M
Marshall Wace, LLP 0.11% Add +50.7% 339,256 $82.5M
BNP Paribas Financial Markets 0.08% Reduce -42.6% 339,230 $82.5M
59 North Capital Management, LP 3.61% New 331,338 $80.5M
Bailard, Inc. 2.06% Add +0.8% 325,282 $79.1M
Prudential PLC 0.39% Add +5.5% 317,759 $77.6M
Baird Financial Group, Inc. 0.15% Reduce -0.6% 312,117 $75.9M
Bradley Foster & Sargent Inc. 1.21% Add +0.3% 298,206 $72.5M
Victory Capital Management Inc. 0.07% Reduce -13.9% 296,243 $72.0M
Synovus Financial Corp. 0.83% Add +41.2% 293,790 $71.4M
AlTi Global, Inc. 1.69% Reduce -14.1% 288,462 $70.1M
First National Trust Co 2.68% Add +34.5% 285,015 $69.3M
Mariner, LLC 0.11% Reduce -1.7% 261,125 $63.5M
Foundations Investment Advisors, LLC 1.32% Add +14.2% 258,121 $62.7M
FIL Ltd 0.06% Add +25.1% 257,690 $62.6M
Briaud Financial Planning Inc 32.06% Add +1.1% 255,412 $62.1M
BCM Advisors, LLC 14.20% Add +1.5% 244,740 $61.9M
Private Advisor Group, LLC 0.38% Add +8.0% 254,028 $61.7M
Factory Mutual Insurance Co. 0.63% No change 252,100 $61.3M
Focus Partners Wealth 0.19% Reduce -30.6% 250,106 $60.7M
Proficio Capital Partners LLC 6.03% Add +8.0% 249,551 $60.7M
Captrust Financial Advisors 0.18% Reduce -4.4% 248,805 $60.5M
Total Investment Management Inc. 6.66% Reduce -1.5% 244,696 $59.5M
Cresset Asset Management, LLC 0.23% Reduce -1.0% 239,626 $58.2M
Mesirow Financial Investment Management, Inc. 1.11% Add +2.8% 236,556 $57.5M
Brown Advisory Inc. 0.07% Reduce -0.8% 236,292 $57.4M
Kestra Advisory Services, LLC 0.31% Reduce -6.4% 232,645 $56.5M
Teacher Retirement System of Texas 0.27% Reduce -46.1% 232,293 $56.5M
Cibc World Market Inc. 0.12% Add +18.8% 227,648 $55.3M
Rock Creek Group LLC 6.24% Add +3.5% 223,846 $54.4M
Fullerton Fund Management Co Ltd. 2.28% Add +25.9% 223,222 $54.3M
W1M Asset Management Ltd 4.13% Add +1.7% 214,285 $52.1M
Rathbones Group PLC 0.26% Reduce -1.9% 214,020 $52.0M
Greenlight Capital (DME Capital Management) 2.11% Add +3.1% 208,681 $50.7M
Fifth Third Bancorp 0.18% Reduce -0.8% 206,714 $50.2M
Janney Montgomery Scott LLC 0.14% Add +4.7% 204,857 $49.8M
Bank of New York Mellon Corp 0.01% Reduce -32.9% 200,673 $48.8M
ArrowMark Colorado Holdings LLC 0.62% No change 200,000 $48.6M
Glenmede Trust Co. NA 0.23% Add +1.6% 197,830 $48.1M
NewEdge Advisors, LLC 0.31% Add +4.5% 197,476 $48.0M
Atria Wealth Solutions, Inc. 0.52% Add +9.0% 195,384 $47.5M
Hancock Whitney Corp. 1.51% Add +0.1% 192,229 $46.7M
Dimension Capital Management LLC 8.81% Add +2.4% 191,934 $46.7M
Staley Capital Advisers Inc. 2.08% Reduce -0.1% 191,852 $46.6M
Cwm, LLC 0.20% Add +1.9% 191,260 $46.5M
Tanglewood Wealth Management, Inc. 5.24% Reduce -0.6% 187,268 $45.5M
Moody LYNN Lieberson & Walker, LLC 2.76% Add +19.8% 183,949 $44.7M
Wealth Enhancement Advisory Services, LLC 0.09% Add +2.6% 176,858 $43.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.43% Reduce -1.5% 175,893 $42.8M
Cobalt Capital Management, Inc. 18.90% Reduce -22.2% 175,000 $42.5M
Creative Planning 0.04% Reduce -1.8% 172,310 $41.9M
Mercer Global Advisors Inc. 0.09% Add +3.6% 164,875 $40.5M
Blair William & Co. 0.12% Add +2.2% 165,754 $40.3M
Wellington Management Group LLP 0.01% Reduce -10.6% 164,660 $40.0M
Banco Santander, S.A. 0.46% Add +245.1% 160,721 $39.1M
Bedell Frazier Investment Counselling, LLC 9.29% Add +2.3% 160,020 $38.9M
Cercano Management LLC 0.92% New 157,989 $38.4M
Steward Partners Investment Advisory, LLC 0.34% Add +12.3% 150,130 $36.5M
Townsend & Associates, Inc 3.70% Add +1.4% 143,541 $36.0M
Equitable Holdings, Inc. 0.34% Add +1.8% 145,257 $35.3M
Janus Henderson Group PLC 0.02% Add +1.8% 141,263 $34.3M
Brookstone Capital Management 0.50% Add +8.3% 140,692 $34.2M
WNY Asset Management, LLC 3.94% Reduce -3.5% 138,715 $33.7M
TD Asset Management Inc 0.03% Add +5.8% 136,889 $33.5M
Keybank National Association 0.13% Reduce -2.2% 136,088 $33.1M
Richard C. Young & CO., LTD. 3.61% Reduce -0.2% 135,917 $33.0M
Tudor Investment Corporation 0.36% Add +194.9% 133,383 $32.4M
National Bank of Canada 0.04% Reduce -18.2% 132,127 $32.1M
Rice Partnership, LLC 6.44% Add +2.0% 131,709 $32.0M
Oakworth Capital, Inc. 2.19% Reduce -5.8% 130,080 $31.6M
Comerica Bank 0.12% Add +3.5% 129,809 $31.6M
Pictet North America Advisors SA 3.03% Reduce -14.5% 126,421 $30.6M
Csenge Advisory Group 1.54% Reduce -2.6% 120,320 $29.5M
Walleye Trading LLC 0.69% Add +131.4% 118,610 $28.8M
Beacon Pointe Advisors, LLC 0.33% Add +1.9% 118,232 $28.7M
Bleakley Financial Group, LLC 0.87% Add +1.1% 117,122 $28.5M
Sapient Capital LLC 0.56% Add +3.3% 115,151 $28.0M
JTC Employer Solutions Trustee Ltd 1.83% Add +1565.3% 115,106 $28.0M
Itau Unibanco Holding S.A. 0.90% Add +560.6% 112,300 $27.3M
Alliancebernstein L.P. 0.01% Add +1.4% 110,593 $26.9M
AMG National Trust Bank 0.71% Reduce -2.4% 108,448 $26.4M
Mader & Shannon Wealth Management, Inc. 15.31% Reduce -4.0% 108,331 $26.3M
Mackenzie Financial Corp. 0.04% Reduce -75.7% 108,250 $26.3M
Life Line Wealth Management LLC 9.35% New 107,630 $26.2M
D. Scott Neal, Inc. 13.73% Reduce -1.0% 106,771 $26.0M
Manufacturers Life Insurance Company, The 0.02% Reduce -22.7% 106,080 $25.8M
Franklin Resources Inc. 0.01% Add +5.6% 104,751 $25.7M
Chesley Taft & Associates LLC 1.22% Add +0.4% 105,558 $25.7M
Sequent Planning LLC 8.82% Reduce -8.8% 105,357 $25.6M
Allworth Financial LP 0.15% Reduce -1.2% 101,883 $24.8M
Kestra Private Wealth Services, LLC 0.45% Add +16.3% 101,125 $24.6M
Avantax Advisory Services, Inc. 0.16% Reduce -6.2% 100,535 $24.4M
First Horizon Advisors, Inc. 0.68% Reduce -1.8% 100,386 $24.4M
AlphaCore Capital LLC 5.51% Add +14.8% 100,302 $24.4M
Guardian Point Capital, LP 10.85% No change 100,000 $24.3M
Pinnacle Financial Partners Inc 0.48% Reduce -0.3% 98,901 $24.0M
Strategic Wealth Investment Group, LLC 2.55% Add +5.0% 96,752 $23.8M
Envestnet Portfolio Solutions, Inc. 0.08% Add +12.3% 97,478 $23.7M
Invesco Ltd. 0.00% Add +4757.5% 97,150 $23.6M
Dynamic Advisor Solutions LLC 0.71% Reduce -1.6% 97,042 $23.6M
Allen Investment Management, LLC 0.28% Add +23.6% 96,583 $23.5M
Sicart Associates LLC 8.23% Reduce -0.2% 96,402 $23.4M
AQR Capital Management 0.03% Add +0.1% 95,026 $23.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +24.9% 94,367 $22.9M
M&T Bank Corp 0.08% Reduce -1.6% 94,343 $22.9M
Essex Financial Services, Inc. 1.65% Add +1.9% 90,305 $22.9M
Hilltop Holdings Inc. 1.49% Add +24.6% 93,996 $22.8M
Integrated Wealth Concepts LLC 0.28% Add +0.7% 92,887 $22.6M
First National Corp. /Ma/ 5.01% Add +106.8% 92,697 $22.5M
Act Wealth Management, LLC 9.90% Add +0.6% 91,870 $22.3M
Lazard Asset Management LLC 0.03% Reduce -1.1% 91,661 $22.3M
Sanctuary Advisors, LLC 0.14% Add +26.6% 88,440 $22.1M
AE Wealth Management LLC 0.20% Reduce -5.0% 90,415 $22.0M
Independent Advisor Alliance 0.80% Add +19.4% 89,986 $21.9M
Janney Capital Management LLC 1.46% Reduce -4.8% 89,158 $21.7M
Redhawk Wealth Advisors, Inc. 3.08% Add +191.0% 88,860 $21.6M
Scotia Capital Inc. 0.12% Add +2.4% 88,636 $21.5M
Clifford Swan Investment Counsel LLC 0.76% Add +1.1% 88,467 $21.5M
Intrua Financial, LLC 3.46% Add +24.2% 87,527 $21.3M
Twin Focus Capital Partners, LLC 3.34% Add +0.2% 87,127 $21.2M
Prospera Financial Services Inc 0.54% Add +5.4% 86,338 $21.0M
Oppenheimer & Co. Inc. 0.32% Add +1.1% 85,678 $20.8M
CENTRAL TRUST Co 0.49% Reduce -12.6% 85,461 $20.8M
United Asset Strategies, Inc. 1.93% Add +2.3% 85,296 $20.7M
Keel Point, LLC 1.71% Add +2.5% 84,497 $20.5M
&partners 0.39% Add +102.9% 82,479 $20.1M
Thrivent Financial for Lutherans 0.04% Add +6.7% 81,301 $19.8M
Concurrent Investment Advisors, LLC 0.58% Reduce -0.4% 80,875 $19.7M
Atria Investments, Inc 0.24% Add +13.9% 80,734 $19.6M
S&co Inc. 1.28% No change 80,565 $19.6M
Advisory Services Network, LLC 0.40% No change 91,065 $19.6M
Lee Financial Co 2.78% Reduce -4.9% 80,395 $19.5M
James Hambro & Partners LLP 0.81% Reduce -9.5% 80,368 $19.5M
Commerce Bank 0.12% Add +0.7% 80,322 $19.5M
Evercore Wealth Management, LLC 0.29% Reduce -1.4% 79,618 $19.4M
FFG Partners, LLC 7.33% Add +1.9% 79,350 $19.3M
Neuberger Berman Group LLC 0.01% Add +8.0% 78,644 $19.1M
Peapack Gladstone Financial Corp. 0.28% Reduce -0.9% 78,548 $19.1M
Checchi Capital Advisers, LLC 1.41% Reduce -8.4% 78,127 $19.0M
Private Wealth Advisors, LLC 7.67% Reduce -1.1% 76,741 $18.8M
CWA Asset Management Group, LLC 1.00% — 77,224 $18.8M
B. Riley Wealth Advisors, Inc. 0.52% Add +0.5% 76,708 $18.7M
Prudential Financial Inc. 0.03% Add +1.5% 76,876 $18.7M
Wealthfront Advisers LLC 0.06% Add +12.2% 76,080 $18.5M
Northcape Wealth Management, LLC 5.95% Reduce -2.3% 74,736 $18.2M
Rothschild Capital Partners, LLC 5.05% Add +0.7% 74,565 $18.1M
Prelude Capital Management, LLC 1.39% Add +13.4% 74,471 $18.1M
Arkos Global Advisors 2.60% Add +4.3% 73,699 $17.9M
Sigma Planning Corp 0.55% Reduce -1.7% 73,503 $17.9M
PFG Advisors 1.12% Reduce -0.7% 72,892 $17.7M
Assetmark, Inc. 0.05% Add +36.2% 71,863 $17.5M
Catawba River Capital 11.02% Add +1.3% 71,670 $17.4M
TD Waterhouse Canada Inc. 0.14% Add +8.3% 70,674 $17.4M
Pine Ridge Advisers LLC 1.72% No change 71,225 $17.3M
IHT Wealth Management, LLC 0.49% Add +32.1% 70,841 $17.3M
Federation des caisses Desjardins du Quebec 0.08% Reduce -0.5% 70,352 $17.1M
Riggs Asset Managment Co. Inc. 4.64% Add +12.5% 69,892 $17.0M
Guggenheim Capital LLC 0.12% Add +7.6% 69,709 $16.9M
EPIQ Capital Group, LLC 4.87% Reduce -0.1% 69,617 $16.9M
ARS Wealth Advisors Group, LLC 2.08% Reduce -0.5% 69,607 $16.9M
Sarasin & Partners LLP 0.16% Add +1.5% 69,177 $16.8M
Woodard & Co. Asset Management Group Inc. 3.77% New 69,092 $16.8M
SMI Advisory Services, LLC 3.67% Add +2.8% 67,734 $16.6M
Tocqueville Asset Management L.P. 0.26% Add +0.7% 67,887 $16.5M
Evolution Wealth Advisors, LLC 2.98% Reduce -1.7% 67,847 $16.5M
Harbour Investments, Inc. 0.49% Add +7.1% 67,111 $16.3M
Exencial Wealth Advisors, LLC 0.59% Reduce -8.3% 66,984 $16.3M
Corecam Pte. Ltd. 10.61% Reduce -11.1% 66,710 $16.2M
SCS Capital Management LLC 0.33% Reduce -2.3% 66,665 $16.2M
Stratos Wealth Advisors, LLC 0.74% Reduce -7.5% 66,405 $16.1M
Millennium Management 0.01% Add +288.9% 66,309 $16.1M
Atlantic Union Bankshares Corp 0.93% Reduce -2.8% 65,967 $16.0M
Fortis Group Advisors, LLC 2.96% Add +24.6% 65,963 $16.0M
KADENSA CAPITAL Ltd 4.19% Reduce -9.0% 65,828 $16.0M
Client First Capital LLC 8.83% Add +16.6% 65,745 $16.0M
Omnia Family Wealth, LLC 6.84% Add +0.8% 65,710 $16.0M
Avalon Capital Management 4.82% Add +4.7% 65,515 $15.9M
Insigneo Advisory Services, LLC 1.60% Add +14.7% 65,274 $15.9M
Arete Wealth Advisors, LLC 1.35% Reduce -28.3% 65,156 $15.8M
Woodson Capital Management, LP 3.44% New 65,000 $15.8M
Baldwin Wealth Partners LLC 1.07% Add +1.3% 64,762 $15.7M
W1M Investment Management Ltd 0.26% Add +1.0% 64,135 $15.6M
Cadence Wealth Management LLC 12.54% Add +0.7% 63,470 $15.4M
Financial Advocates Investment Management 0.86% Add +3.0% 62,723 $15.2M
Marks Wealth, LLC 6.47% New 62,024 $15.1M
Measured Wealth Private Client Group, LLC 4.98% Add +25.9% 61,318 $14.9M
RS Crum Inc. 3.49% Reduce -4.4% 61,226 $14.9M
Perigon Wealth Management, LLC 0.40% Add +59.9% 60,709 $14.8M
Bright Financial Advisors, Inc. 9.36% Reduce -0.9% 60,532 $14.7M
D.A. Davidson & Co. 0.12% Add +15.4% 60,105 $14.6M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +9.9% 59,520 $14.6M
CIBC Private Wealth Group LLC 0.03% Add +2.8% 59,704 $14.5M
NorthCoast Asset Management LLC 0.10% Add +1493.1% 60,108 $14.3M
Level Four Advisory Services, LLC 0.59% Add +10.0% 54,999 $13.9M
Marex Group Ltd 0.31% Reduce -25.9% 56,508 $13.7M
Your Advocates Ltd., LLP 5.38% Reduce -2.9% 56,300 $13.7M
Independent Financial Group, LLC 0.50% Add +11.3% 56,229 $13.7M
Thomist Capital Management, LP 3.43% Add +68.8% 55,474 $13.6M
Wilmington Savings Fund Society, FSB 0.24% Add +451.1% 55,860 $13.6M
Knollwood Investment Advisory, LLC 1.45% No change 55,611 $13.5M
Pettinga Financial Advisors LLC 3.20% Reduce -3.8% 55,600 $13.5M
Shufro Rose & Co. LLC 1.10% No change 62,744 $13.5M
Westover Capital Advisors, LLC 2.56% Reduce -1.0% 54,871 $13.3M
Executive Wealth Management, LLC 1.04% Reduce -0.9% 54,657 $13.3M
Palumbo Wealth Management LLC 5.13% Reduce -3.0% 54,241 $13.2M
Wallington Asset Management, LLC 1.84% Reduce -1.0% 54,183 $13.2M
Menlo Advisors LLC 6.75% No change 53,921 $13.1M
Centaurus Financial, Inc. 0.82% Add +34.7% 53,329 $13.0M
Evoke Wealth, LLC 0.35% New 53,244 $12.9M
Stratos Wealth Partners, LTD. 0.19% Add +1.5% 52,720 $12.8M
Edmond DE Rothschild Holding S.A. 0.20% Add +0.1% 51,923 $12.6M
Castleark Management LLC 0.51% Add +15.1% 51,775 $12.6M
Motco 1.24% Reduce -12.4% 50,999 $12.4M
Acorn Creek Capital LLC 6.57% Add +7.6% 50,949 $12.4M
Hamilton Wealth, LLC 2.97% Reduce -0.2% 50,058 $12.2M
Intrinsic Edge Capital Management LLC 1.51% No change 50,000 $12.2M
Bank of New Hampshire 3.05% Reduce -1.7% 49,993 $12.2M
Man Group plc 0.04% New 49,744 $12.1M
IronBridge Private Wealth, LLC 4.49% Add +2.9% 49,470 $12.0M
Strategic Financial Services, Inc. 0.71% Reduce -5.7% 49,456 $12.0M
Wealthspire Advisors, LLC 0.12% Add +6.8% 48,923 $11.9M
Cynosure Group, LLC 1.72% Add +125.5% 48,521 $11.8M
Aspect Partners, LLC 6.62% Add +396.1% 48,520 $11.8M
HB Wealth Management, LLC 0.13% Reduce -2.6% 48,322 $11.7M
Levin Capital Strategies, L.P. 1.13% Add +5.2% 48,245 $11.7M
ICONIQ Capital, LLC 0.25% Reduce -5.6% 48,021 $11.7M
Pathstone Holdings, LLC 0.05% Add +3.0% 47,859 $11.6M
Axxcess Wealth Management, LLC 0.29% Add +11.9% 47,851 $11.6M
Olympus Wealth Management, LLC 3.98% Reduce -1.6% 47,667 $11.6M
GenTrust, LLC 0.56% Add +525.2% 47,496 $11.5M
Grant/GrossMendelsohn, LLC 4.95% Add +0.8% 47,304 $11.5M
Centerstone Investors, LLC 11.15% Reduce -12.9% 47,269 $11.5M
Jones Financial Companies LLLP 0.01% Add +80.6% 46,650 $11.4M
Belvedere Trading LLC 0.68% Add +115.9% 47,002 $11.4M
Oliver Luxxe Assets LLC 2.04% Add +0.5% 46,985 $11.4M
Jacobi Capital Management LLC 0.86% Reduce -2.5% 46,919 $11.4M
Pinkerton Wealth, LLC 1.65% Reduce -4.3% 46,815 $11.4M
DAVENPORT & Co LLC 0.07% Reduce -0.9% 46,772 $11.4M
Marco Investment Management LLC 0.98% No change 46,615 $11.3M
Park Avenue Securities LLC 0.13% Reduce -0.3% 45,922 $11.2M
Diversify Advisory Services, LLC 0.60% Add +8.8% 43,835 $11.1M
TSP Capital Management Group, LLC 3.44% Reduce -4.9% 45,770 $11.1M
Ellsworth Advisors, LLC 2.88% Reduce -23.5% 45,755 $11.1M
Meridian Wealth Management, LLC 0.54% Add +24.5% 45,416 $11.0M
Violich Capital Management, Inc. 1.43% Add +0.3% 45,372 $11.0M
Vista Finance, LLC 14.92% Reduce -1.9% 45,304 $11.0M
CPR Investments Inc. 10.34% Reduce -8.9% 45,077 $11.0M
Manatuck Hill Partners, LLC 4.14% Add +15.4% 45,000 $10.9M
Lido Advisors, LLC 0.08% Add +2.8% 44,908 $10.9M
Snowden Capital Advisors LLC 0.33% Reduce -2.2% 44,729 $10.9M
Stonehage Fleming Financial Services Holdings Ltd 0.29% Reduce -0.5% 44,670 $10.9M
Vontobel Holding Ltd. 0.03% Reduce -14.9% 44,002 $10.7M
Park Edge Advisors, LLC 3.00% Add +10.5% 43,257 $10.5M
Pinebridge Investments, L.P. 0.08% Add +47.9% 43,254 $10.5M
Fourpath Capital Management, LLC 1.92% New 42,968 $10.4M
Impact Partnership Wealth, LLC 2.35% Add +66.8% 42,865 $10.4M
Nwam LLC 0.63% New 42,751 $10.4M
Bank of Nova Scotia 0.02% Add +1586.8% 42,338 $10.3M
Bank Pictet & Cie (Europe) AG 0.24% Reduce -0.9% 42,210 $10.2M
OmniStar Financial Group, Inc. 7.62% Reduce -4.0% 41,824 $10.2M
Joule Financial, LLC 3.63% Reduce -13.3% 41,084 $10.0M
Highview Capital Management LLC 4.01% Add +5.3% 40,639 $9.9M
Brown Brothers Harriman & Co. 0.07% Add +53.8% 40,590 $9.9M
XML Financial, LLC 0.92% Add +4.0% 40,577 $9.9M
Cinctive Capital Management LP 0.57% New 40,554 $9.9M
EP Wealth Advisors, LLC 0.08% Reduce -0.1% 40,491 $9.8M
Nvest Financial, LLC 5.55% Reduce -4.8% 40,014 $9.7M
GAMCO Investors 0.10% Add +12.7% 39,910 $9.7M
Fidelis Capital Partners, LLC 1.15% Add +4.4% 38,638 $9.7M
Clearstead Advisors, LLC 0.15% Add +0.5% 39,463 $9.6M
Prairie Wealth Advisors, Inc. 4.74% Add +1.6% 39,424 $9.6M
Great Valley Advisor Group, Inc. 0.23% Add +4.8% 39,104 $9.5M
Graybill Wealth Management, LTD. 3.52% Add +0.8% 39,094 $9.5M
Choate Investment Advisors 0.24% No change 38,971 $9.5M
Qube Research & Technologies Ltd 0.02% Add +144.8% 38,493 $9.4M
Kingsview Wealth Management, LLC 0.20% Reduce -2.6% 38,438 $9.3M
Stonehearth Capital Management, LLC 3.70% Reduce -0.3% 38,249 $9.3M
Sugar Maple Asset Management, LLC 8.07% Add +33.6% 38,215 $9.3M
1834 Investment Advisors Co. 1.08% Reduce -7.4% 38,131 $9.3M
Fiduciary Trust Co 0.13% Add +4.1% 38,117 $9.3M
Stephens Inc. 0.13% Reduce -5.1% 37,848 $9.2M
MacKay Shields LLC 1.58% Reduce -20.9% 37,836 $9.2M
Canton Hathaway, LLC 2.29% Add +1.3% 37,701 $9.2M
AdvisorNet Financial, Inc 0.68% Add +71.5% 37,638 $9.1M
Blue Fin Capital, Inc. 1.73% Add +0.8% 37,530 $9.1M
Parallel Advisors, LLC 0.22% Reduce -3.1% 37,516 $9.1M
Fifth Third Securities, Inc. 0.86% Reduce -4.4% 37,437 $9.1M
Parsons Capital Management Inc. 0.57% Add +1.3% 37,144 $9.0M
Bessemer Group Inc. 0.01% Add +11.6% 36,978 $9.0M
DDFG, Inc 2.55% Reduce -49.3% 36,757 $8.9M
Compton Financial Group, LLC 2.70% Reduce -4.8% 36,735 $8.9M
First Manhattan Co. Llc. 0.03% Reduce -3.2% 36,618 $8.9M
Mgo One Seven LLC 0.38% Add +29.0% 36,346 $8.8M
Syon Capital LLC 0.78% Reduce -4.8% 36,319 $8.8M
Hansen & Associates Financial Group, Inc. 4.63% Reduce -42.2% 34,567 $8.8M
Lyell Wealth Management, LP 0.80% Add +1.2% 36,098 $8.8M
Lokken Investment Group LLC 3.63% Add +1.9% 35,836 $8.7M
Vigilare Wealth Management 3.52% Add +20.2% 35,826 $8.7M
Three Seasons Wealth, LLC 4.57% Add +1.1% 35,738 $8.7M
Pitcairn Co. 0.51% Reduce -22.0% 35,592 $8.7M
Ashton Thomas Private Wealth, LLC 0.46% Reduce -41.3% 35,584 $8.6M
Cassia Capital Partners, LLC 5.68% Reduce -1.6% 35,430 $8.6M
Arkadios Wealth Advisors 0.49% Add +146.2% 35,265 $8.6M
PCG Wealth Advisors, LLC 3.30% Add +8.8% 35,224 $8.6M
First Trust Bank, Ltd. 24.19% No change 35,210 $8.6M
Southeast Asset Advisors, LLC 0.94% No change 35,043 $8.5M
Wolverine Trading, LLC 0.22% Reduce -60.8% 34,545 $8.5M
FWL Investment Management, LLC 3.23% Add +3.6% 34,655 $8.4M
TD Private Client Wealth LLC 0.24% Add +4.7% 34,615 $8.4M
Drake & Associates, LLC 2.71% Add +0.9% 34,587 $8.4M
Christopher J. Hasenberg, Inc 3.47% Add +2.6% 34,623 $8.4M
Ieq Capital, LLC 0.10% Add +19.0% 34,373 $8.4M
Integrated Advisors Network LLC 0.40% Add +9.5% 34,052 $8.3M
Ballentine Partners, LLC 0.14% Add +0.0% 33,938 $8.2M
Merit Financial Group, LLC 0.18% Add +3.0% 33,398 $8.1M
Nations Financial Group Inc, /Ia/ 0.59% Add +7.9% 33,227 $8.1M
Sterling Investment Management, LLC 6.11% Reduce -8.5% 33,113 $8.0M
OMC Financial Services LTD 3.80% No change 37,349 $8.0M
Jaffetilchin Investment Partners, LLC 0.60% Reduce -6.4% 32,660 $7.9M
Strategic Blueprint, LLC 0.49% Add +27.9% 32,395 $7.9M
Fortis Capital Management LLC 1.58% Reduce -2.5% 32,375 $7.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.22% Reduce -5.2% 32,002 $7.8M
Knoll Capital Management, LLC 3.60% No change 32,000 $7.8M
Nomura Asset Management Co. Ltd. 0.02% Reduce -2.7% 32,000 $7.8M
CoreCap Advisors, LLC 0.36% Add +9.4% 31,805 $7.7M
Quantum Capital Management, LLC / NJ 0.80% Reduce -0.6% 31,709 $7.7M
WESPAC Advisors, LLC 5.70% Reduce -3.5% 31,689 $7.7M
Biltmore Wealth Management, LLC 3.16% Reduce -10.3% 31,678 $7.7M
Independent Family Office, LLC 3.86% Add +26.2% 31,645 $7.7M
LS Investment Advisors, LLC 1.13% Add +0.4% 31,467 $7.6M
Jump Financial, LLC 0.16% Add +712.1% 31,276 $7.6M
Gladstone Institutional Advisory LLC 0.37% Add +20.8% 31,199 $7.6M
Stock Yards Bank & Trust Co. 0.24% Reduce -3.1% 31,096 $7.6M
Sowell Financial Services LLC 0.35% Add +11.3% 31,073 $7.6M
Van Hulzen Asset Management, LLC 0.55% Reduce -6.9% 31,070 $7.6M
J.Safra Asset Management Corp 0.72% Add +1208.0% 30,816 $7.6M
OneDigital Investment Advisors LLC 0.09% Add +2.3% 31,039 $7.5M
Brogan Financial, Inc. 4.28% Add +2.3% 30,910 $7.5M
Three Bridge Wealth Advisors, LLC 2.77% Add +2.0% 30,845 $7.5M
Corepath Wealth Partners LLC 7.19% Add +3.7% 30,208 $7.4M
Bfsg, LLC 0.85% Reduce -1.0% 30,144 $7.3M
Ameritas Advisory Services, LLC 0.31% Reduce -26.2% 30,002 $7.3M
Symphony Financial, Ltd. Co. 1.20% Add +6.6% 29,711 $7.3M
Strategic Investment Management, LLC 7.59% No change 29,790 $7.2M
Skylands Capital, LLC 0.98% Reduce -0.3% 29,675 $7.2M
U.S. Capital Wealth Advisors, LLC 0.25% Add +2.0% 29,500 $7.2M
waypoint wealth counsel 4.68% Add +2.9% 28,445 $6.9M
Headlands Technologies LLC 0.79% Add +247.1% 28,400 $6.9M
North Star Investment Management Corp. 0.48% Reduce -3.0% 28,312 $6.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.04% Reduce -5.3% 28,298 $6.9M
FineMark National Bank & Trust 0.24% Reduce -1.5% 28,287 $6.9M
Ingalls & Snyder LLC 0.27% Add +1.8% 28,133 $6.8M
Harvest Investment Services, LLC 2.18% Add +7.5% 28,104 $6.8M
Barry Investment Advisors, LLC 2.06% Reduce -0.7% 27,783 $6.8M
Transcend Capital Advisors, LLC 0.45% Add +14.0% 27,651 $6.7M
CI Investments Inc. 0.03% Add +261.7% 27,643 $6.7M
Quarry LP 2.13% New 27,600 $6.7M
Penserra Capital Management LLC 0.15% New 27,526 $6.7M
Summit Financial, LLC 0.26% Add +13.0% 27,513 $6.7M
5th Street Advisors, LLC 3.25% Reduce -9.3% 27,467 $6.7M
Oxbow Advisors, LLC 0.68% Add +0.6% 27,334 $6.6M
Two Sigma Investments, LP 0.02% New 27,238 $6.6M
Accurate Wealth Management, LLC 1.32% Add +675.7% 26,784 $6.6M
Capital Investment Advisory Services, LLC 0.62% Add +96.4% 27,079 $6.6M
J.W. Cole Advisors, Inc. 0.28% Add +29.7% 27,075 $6.6M
Scarborough Advisors, LLC 1.06% Add +0.3% 27,025 $6.6M
LFA - Lugano Financial Advisors SA 4.43% Add +3.5% 26,826 $6.5M
swisspartners Advisors Ltd 5.98% Add +6.2% 31,580 $6.5M
Conservest Capital Advisors, Inc. 0.66% Add +13.1% 31,517 $6.5M
Benjamin Edwards Inc. 0.09% New 26,660 $6.5M
DHK Financial Advisors, Inc. 3.97% Reduce -1.2% 26,647 $6.5M
Mutual Advisors, LLC 0.19% Reduce -14.5% 25,605 $6.5M
EWG Elevate Inc. 2.59% Add +6.8% 26,520 $6.4M
Cranbrook Wealth Management, LLC 1.47% Reduce -1.0% 26,501 $6.4M
Focus Financial Network, Inc. 0.26% Add +8.1% 26,478 $6.4M
Circle Wealth Management, LLC 0.14% Add +5.5% 26,393 $6.4M
Global Retirement Partners, LLC 0.19% Reduce -4.5% 26,313 $6.4M
Buck Wealth Strategies, LLC 2.01% Reduce -6.8% 26,298 $6.4M
CreativeOne Wealth, LLC 0.22% Add +23.8% 26,202 $6.4M
Prime Capital Investment Advisors, LLC 0.09% Reduce -2.4% 26,147 $6.4M
St. Johns Investment Management Company, LLC 2.98% Reduce -2.7% 26,068 $6.3M
BTG Pactual Asset Management US LLC 0.90% New 25,629 $6.2M
Hibernia Wealth Partners, LLC 2.16% Add +5.2% 25,584 $6.2M
Apollon Wealth Management, LLC 0.17% Add +22.0% 25,431 $6.2M
Princeton Global Asset Management LLC 1.19% Add +0.3% 25,086 $6.1M
Belpointe Asset Management LLC 0.36% Add +34.6% 25,026 $6.1M
Afg Fiduciary Services Limited Partnership 4.09% Add +0.5% 24,670 $6.1M
Banque Pictet & Cie SA 0.06% Reduce -0.7% 24,910 $6.0M
RFG Advisory, LLC 0.18% Add +24.5% 24,690 $6.0M
Partners Capital Investment Group, LLP 0.10% No change 24,620 $6.0M
Petra Financial Advisors Inc. 3.93% Add +1.5% 24,487 $6.0M
Edge Capital Group, LLC 0.26% Reduce -1.1% 24,480 $6.0M
Bellecapital International Ltd. 1.19% No change 24,466 $5.9M
Oxler Private Wealth LLC 2.07% Add +0.0% 24,443 $5.9M
PFG Investments, LLC 0.38% Add +11.1% 24,440 $5.9M
Schwartz Investment Counsel Inc. 0.21% No change 24,344 $5.9M
Refined Wealth Management 4.55% Add +0.8% 24,276 $5.9M
Balboa Wealth Partners 1.47% Reduce -1.8% 24,226 $5.9M
Harvest Fund Management Co., Ltd 0.35% Add +21.6% 24,206 $5.9M
Nvwm, LLC 1.50% Reduce -19.1% 24,187 $5.9M
Western Wealth Management, LLC 0.33% Add +7.8% 24,031 $5.8M
Bokf, NA 0.10% Add +58.3% 23,728 $5.8M
Aveo Capital Partners, LLC 0.61% Add +97.5% 23,789 $5.8M
ABLE Financial Group, LLC 1.78% Reduce -30.6% 23,704 $5.8M
Cohen & Steers, Inc. 0.01% No change 23,675 $5.8M
Agf Management Ltd. 0.03% No change 23,630 $5.7M
Fairview Capital Investment Management, LLC 0.31% Add +3.0% 23,577 $5.7M
Versant Capital Management, Inc 1.31% Reduce -0.9% 23,576 $5.7M
Debussy Capital Management LP 1.66% Add +0.8% 23,547 $5.7M
Larson Financial Group LLC 0.32% Add +220.1% 23,425 $5.7M
Seaview Investment Managers LLC 1.70% Reduce -1.0% 23,299 $5.7M
IMC-Chicago, LLC 0.16% Reduce -68.0% 23,181 $5.6M
IFP Advisors, Inc 0.20% Add +50.1% 23,170 $5.6M
NewEdge Wealth, LLC 0.10% Add +84.5% 23,165 $5.6M
Baron Financial Group, LLC 3.43% Reduce -3.4% 23,097 $5.6M
Dakota Wealth Management 0.13% Reduce -0.8% 23,024 $5.6M
Resolute Wealth Strategies, LLC 2.90% Add +3.3% 22,970 $5.6M
E&G Advisors, LLC 1.54% Add +17.5% 22,960 $5.6M
Zeit Capital LLC 4.25% Add +14.7% 26,646 $5.5M
Almanack Investment Partners, LLC. 0.86% Reduce -1.5% 22,646 $5.5M
Becker Capital Management Inc. 0.18% Reduce -3.9% 22,497 $5.5M
Transform Wealth, LLC 0.36% Reduce -0.4% 22,455 $5.5M
Cape Cod Five Cents Savings Bank 0.50% Reduce -1.1% 22,407 $5.4M
Associated Banc-Corp 0.16% Reduce -0.3% 22,383 $5.4M
Westside Investment Management, Inc. 1.15% Reduce -0.1% 22,281 $5.4M
Wesbanco Bank Inc. 0.18% Reduce -0.1% 22,030 $5.4M
Oppenheimer & Close, LLC 4.29% Reduce -2.2% 22,023 $5.4M
Krilogy Financial LLC 0.37% Add +11.0% 21,974 $5.3M
Moneco Advisors, LLC 0.66% Reduce -1.1% 21,952 $5.3M
Muhlenkamp & Co. Inc. 1.63% Add +1.2% 21,948 $5.3M
Akuna Securities LLC 34.48% New 21,669 $5.3M
Sharp Wealth Advisory, LLC 4.06% Add +6.2% 21,632 $5.3M
Lake Hills Wealth Management, LLC 3.50% Reduce -0.3% 21,536 $5.2M
Beacon Capital Management, Inc. 0.22% New 21,520 $5.2M
Freedom Investment Management, Inc. 0.42% Add +114.8% 21,450 $5.2M
Legacy Advisors, LLC 0.56% Add +82.8% 21,194 $5.2M
Maplelane Capital, LLC 0.59% New 21,000 $5.1M
Summit Trail Advisors, LLC 0.13% Add +89.8% 20,993 $5.1M
Callan Family Office, LLC 0.86% Add +11.0% 20,976 $5.1M
Savant Capital, LLC 0.04% Add +37.0% 20,940 $5.1M
Howland Capital Management LLC 0.22% Reduce -0.5% 20,770 $5.0M
Capital Wealth Planning, LLC 0.05% Add +62.0% 20,690 $5.0M
Balefire, LLC 1.70% Reduce -1.7% 20,661 $5.0M
Koshinski Asset Management, Inc. 0.43% Reduce -9.2% 20,565 $5.0M
Scholtz & Company, LLC 2.36% Reduce -8.2% 20,484 $5.0M
Eagle Strategies LLC 0.90% Reduce -1.4% 20,455 $5.0M
Flagship Harbor Advisors, LLC 0.27% Reduce -11.0% 20,453 $5.0M
BigSur Wealth Management LLC 1.36% Add +8.0% 20,315 $4.9M
Capital Advisory Group Advisory Services, LLC 1.96% Add +2.1% 20,311 $4.9M
CW Advisors, LLC 0.07% Add +1997.3% 20,260 $4.9M
North Star Asset Management Inc. 0.22% Add +0.3% 20,254 $4.9M
Narus Financial Partners, LLC 1.76% Reduce -0.8% 20,233 $4.9M
Trivium Point Advisory, LLC 0.69% Add +1.3% 20,686 $4.9M
Blue Trust, Inc. 0.06% Add +1.6% 22,856 $4.9M
Cloverfields Capital Group, LP 1.59% Reduce -6.9% 20,212 $4.9M
Baker Tilly Wealth Management, LLC 2.17% Reduce -1.4% 20,161 $4.9M
WealthBridge Capital Management, LLC 1.41% Add +3.4% 20,150 $4.9M
Pine Valley Investments Ltd Liability Co 0.34% Reduce -2.8% 20,144 $4.9M
Townsquare Capital LLC 0.06% Add +10.2% 19,969 $4.9M
Cowa, LLC 2.30% Add +23.6% 19,907 $4.8M
Wedbush Securities Inc. 0.18% Add +4.7% 19,670 $4.8M
Williams Jones Wealth Management, LLC. 0.06% Add +4.2% 19,654 $4.8M
TCTC Holdings, LLC 0.16% No change 19,625 $4.8M
Citizens Financial Group Inc. 0.10% Add +13.3% 19,610 $4.8M
Chartwell Investment Partners, LLC 0.16% No change 19,500 $4.7M
Elevation Point Wealth Partners, LLC 0.46% Reduce -5.9% 19,500 $4.7M
Basso Capital Management, L.P. 4.34% Add +3.5% 19,385 $4.7M
Cypress Capital Management LLC (WY) 5.07% Reduce -2.4% 19,300 $4.7M
McBroom & Associates, LLC 2.86% Add +0.5% 19,251 $4.7M
Silver Oak Securities, Incorporated 0.49% Add +145.7% 20,420 $4.7M
Gould Capital, LLC 3.07% Reduce -2.8% 19,174 $4.7M
Norris Financial Group, LLC 2.29% Reduce -9.1% 19,133 $4.7M
Trek Financial, LLC 0.35% Reduce -2.8% 19,129 $4.6M
Intellectus Partners, LLC 1.19% Reduce -10.1% 19,060 $4.6M
Deane Retirement Strategies, Inc. 2.23% Reduce -0.7% 18,830 $4.6M
Texas Yale Capital Corp. 0.20% Add +1.9% 18,790 $4.6M
Prostatis Group LLC 1.49% Reduce -2.1% 18,770 $4.6M
Journey Advisory Group, LLC 0.54% No change 21,113 $4.5M
StoneX Group Inc. 0.33% Add +48.2% 18,642 $4.5M
National Philanthropic Trust 0.08% Add +12.6% 18,635 $4.5M
BlueChip Wealth Advisors LLC 2.37% Add +7.5% 18,594 $4.5M
Joel Isaacson & Co., LLC 0.21% Add +12.4% 18,362 $4.5M
Regal Investment Advisors LLC 0.31% Reduce -0.3% 18,341 $4.5M
Cullen/Frost Bankers, Inc. 0.06% Add +3.3% 18,300 $4.4M
Whittier Trust Co. 0.06% Add +9.0% 18,287 $4.4M
Ariston Services Group 3.87% Reduce -0.7% 18,267 $4.4M
Financial Counselors Inc. 0.07% Add +2.0% 18,155 $4.4M
Tamar Securities, LLC 0.62% Add +0.7% 18,153 $4.4M
Fox Hill Wealth Management 2.43% Add +0.3% 18,143 $4.4M
Montag A & Associates Inc. 0.21% Reduce -1.3% 18,127 $4.4M
DCF Advisers, LLC 2.28% Reduce -18.2% 18,000 $4.4M
Cabot Wealth Management Inc. 0.55% Reduce -17.0% 17,999 $4.4M
Segment Wealth Management, LLC 0.30% Add +2.5% 17,979 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.67% Reduce -8.5% 17,856 $4.3M
Delos Wealth Advisors, LLC 3.78% Add +9.3% 17,796 $4.3M
Strategic Wealth Partners, Ltd. 0.42% Add +5.1% 17,791 $4.3M
Ausdal Financial Partners, Inc. 0.45% Add +7.6% 17,646 $4.3M
Twelve Points Wealth Management LLC 1.35% Reduce -0.3% 17,643 $4.3M
Rehmann Capital Advisory Group 0.28% Add +0.3% 17,275 $4.3M
Hudson Bay Capital Management LP 0.03% New 17,275 $4.2M
Quent Capital, LLC 0.43% Reduce -7.0% 17,273 $4.2M
Centennial Bank 1.92% Reduce -4.8% 17,265 $4.2M
Weatherly Asset Management L. P. 0.36% Reduce -0.9% 17,138 $4.2M
Consolidated Portfolio Review Corp 0.93% Reduce -18.8% 17,096 $4.2M
Evergreen Capital Management LLC 0.14% No change 17,011 $4.1M
Harbor Investment Advisory, LLC 0.41% Add +2.6% 16,994 $4.1M
Farther Finance Advisors, LLC 0.15% Reduce -1.2% 16,937 $4.1M
Sepio Capital, LP 0.32% Reduce -1.8% 16,896 $4.1M
Grove Bank & Trust 0.61% New 16,887 $4.1M
Allie Family Office LLC 2.19% Add +3.5% 16,736 $4.1M
Heritage Wealth Partners, LLC 4.75% Add +43.6% 16,628 $4.0M
M Holdings Securities, Inc. 1.01% Reduce -9.7% 16,494 $4.0M
IFG Advisory, LLC 0.26% Add +11.2% 16,488 $4.0M
Kiley Juergens Wealth Management, LLC 1.04% Reduce -0.1% 16,442 $4.0M
Arkfeld Wealth Strategies, L.L.C. 1.93% Reduce -0.1% 16,297 $4.0M
HCR Wealth Advisors 0.52% Add +5.8% 16,395 $4.0M
Thompson Siegel & Walmsley LLC 0.06% No change 16,284 $4.0M
Glenorchy Capital Ltd 2.96% Add +16.8% 16,193 $3.9M
Primoris Wealth Advisors, LLC 2.86% Add +14.9% 16,175 $3.9M
Atticus Wealth Management, LLC 1.26% Add +7.2% 16,175 $3.9M
Hollow Brook Wealth Management LLC 1.16% Reduce -4.7% 16,145 $3.9M
Lynx Investment Advisory 2.81% Add +3.6% 16,066 $3.9M
SpiderRock Advisors, LLC 0.08% Reduce -0.7% 15,998 $3.9M
Cambridge Associates LLC /Ma/ 0.15% Reduce -12.9% 15,984 $3.9M
YHB Investment Advisors, Inc. 0.32% Reduce -0.1% 15,945 $3.9M
Retirement Planning Group, LLC 0.21% Reduce -8.7% 15,792 $3.8M
Aspire Private Capital, LLC 0.91% Add +41.4% 15,669 $3.8M
Choreo, LLC 0.06% Reduce -9.4% 15,487 $3.8M
Alliance Wealth Advisors, LLC 2.19% Add +1.7% 15,629 $3.8M
Pinnacle Financial Group, LLC / IL 1.48% Reduce -0.1% 15,532 $3.8M
Regions Financial Corp. 0.03% Reduce -1.2% 15,505 $3.8M
World Investment Advisors 0.12% Add +17.4% 15,479 $3.8M
Modera Wealth Management, LLC 0.05% Add +8.3% 15,470 $3.8M
J. Safra Sarasin Holding AG 0.07% Reduce -35.6% 15,389 $3.7M
Wealth Advisory Solutions, LLC 1.03% Add +0.6% 15,409 $3.7M
Lodestar Private Asset Management LLC 0.47% Reduce -1.5% 15,253 $3.7M
Confluence Wealth Services, Inc. 0.27% Reduce -2.4% 15,251 $3.7M
Sterling Financial Planning, Inc. 1.36% Reduce -1.8% 15,148 $3.7M
GoalFusion Wealth Management, LLC 2.02% Add +3.6% 15,007 $3.6M
Quadrature Capital Ltd 0.08% New 15,002 $3.6M
Consolidated Investment Group LLC 0.54% No change 15,000 $3.6M
Smart Money Group LLC 1.30% Reduce -2.1% 14,334 $3.6M
Northeast Financial Group, Inc. 1.40% Add +3.9% 14,950 $3.6M
Tidal Investments LLC 0.04% Add +11.6% 14,850 $3.6M
CSS LLC 0.65% Add +2.0% 14,792 $3.6M
Soapstone Management L.P. 2.97% New 14,719 $3.6M
Moors & Cabot, Inc. 0.18% Reduce -2.0% 14,350 $3.6M
Castleview Partners, LLC 2.06% Add +2.1% 14,710 $3.6M
Carr Financial Group Corp 1.07% Add +0.1% 14,694 $3.6M
Narwhal Capital Management 0.32% Reduce -2.4% 14,679 $3.6M
Bell & Brown Wealth Advisors, LLC 1.39% Reduce -0.2% 14,664 $3.6M
Sound Income Strategies, LLC 0.23% Add +3.0% 14,626 $3.6M
TRUE Private Wealth Advisors 0.42% Add +71.7% 14,578 $3.5M
Wealthcare Advisory Partners LLC 0.10% Add +18.5% 14,507 $3.5M
Equita Financial Network, Inc. 1.29% No change 14,500 $3.5M
Sfmg, LLC 0.28% Reduce -0.4% 14,415 $3.5M
Whittier Trust Co. of Nevada Inc. 0.09% No change 14,365 $3.5M
Latitude Advisors, LLC 1.97% Add +3.8% 14,356 $3.5M
Alaethes Wealth, LLC 1.28% Add +5.4% 14,271 $3.5M
ROI Financial Advisors, LLC 2.39% Add +4.1% 14,231 $3.5M
Pointe Capital Management LLC 2.01% Add +2.3% 14,187 $3.4M
Relyea Zuckerberg Hanson LLC 0.52% No change 14,178 $3.4M
Ancora Advisors LLC 0.08% Add +2.0% 14,158 $3.4M
Raymond James Trust N.A. 0.07% Add +3.2% 14,156 $3.4M
Mma Asset Management LLC 0.92% Add +7.4% 16,734 $3.4M
Cary Street Partners Investment Advisory LLC 0.13% Reduce -2.5% 14,133 $3.4M
Aptus Capital Advisors, LLC 0.05% Add +1.5% 14,078 $3.4M
Aries Wealth Management 0.94% Add +3.7% 14,060 $3.4M
Schonfeld Strategic Advisors LLC 0.03% New 14,040 $3.4M
NWF Advisory Services Inc. 0.50% Add +25.2% 14,010 $3.4M
Good Life Advisors, LLC 0.21% Add +6.8% 13,968 $3.4M
Kingswood Wealth Advisors, LLC 0.24% Reduce -28.1% 13,903 $3.4M
Signaturefd, LLC 0.06% Add +9.6% 13,933 $3.4M
Obermeyer Wealth Partners 0.18% Add +18.5% 13,797 $3.4M
World Equity Group, Inc. 1.21% Add +6.3% 13,788 $3.4M
Wells Financial Advisors INC 4.52% Reduce -52.1% 13,762 $3.3M
Macroview Investment Management LLC 3.26% Add +1.4% 13,719 $3.3M
Strategies Wealth Advisors, LLC 0.44% Reduce -33.1% 13,595 $3.3M
Mayflower Financial Advisors, LLC 0.50% Reduce -0.2% 13,560 $3.3M
White Pine Capital LLC 1.12% Add +0.1% 13,514 $3.3M
SeaCrest Wealth Management, LLC 0.35% Add +25.2% 13,411 $3.3M
Fort Point Capital Partners LLC 0.41% Add +2.5% 13,362 $3.2M
Altfest L J & Co. Inc. 0.43% Add +311.2% 13,316 $3.2M
Sendero Wealth Management, LLC 0.51% No change 13,311 $3.2M
RPS Advisory Solutions LLC 2.32% Reduce -1.4% 13,310 $3.2M
K2 Principal Fund, L.P. 1.62% New 13,300 $3.2M
Continuum Advisory, LLC 0.41% Add +6.2% 13,619 $3.2M
Source Financial Advisors LLC 0.95% Add +1.0% 13,278 $3.2M
Smith Anglin Financial, LLC 0.31% Add +60.5% 13,273 $3.2M
Daiwa Securities Group Inc. 0.01% Reduce -7.0% 13,250 $3.2M
TAP Consulting, LLC 0.63% Reduce -3.2% 13,243 $3.2M
Polymer Capital Management (HK) LTD 0.74% New 13,232 $3.2M
WealthTrust Asset Management, LLC 2.39% Add +14.2% 13,219 $3.2M
Global Endowment Management, LP 0.32% Reduce -25.1% 13,182 $3.2M
Hamel Associates, Inc. 0.97% Add +1.3% 13,105 $3.2M
Symmetry Investments LP 0.68% Add +297.0% 13,100 $3.2M
Perissos Private Wealth Management, LLC 2.54% Reduce -3.7% 13,036 $3.2M
Rye Brook Capital LLC 4.57% Reduce -2.3% 13,030 $3.2M
Gruss & Co., LLC 24.94% Add +52.9% 13,000 $3.2M
Burns Matteson Capital Management, LLC 1.77% Add +0.1% 12,996 $3.2M
GeoWealth Management, LLC 0.11% Add +380.7% 12,993 $3.2M
MinichMacGregor Wealth Management, LLC 0.68% Reduce -1.0% 12,979 $3.2M
Smith, Moore & Co. 0.30% Add +7.0% 12,935 $3.1M
Ciovacco Capital Management LLC 1.84% Add +0.2% 12,913 $3.1M
Fiduciary Financial Group, LLC 0.72% Reduce -2.9% 12,912 $3.1M
IPG Investment Advisors LLC 0.68% Reduce -36.8% 12,832 $3.1M
Inspire Trust Co, N.A. 0.86% Reduce -15.2% 12,792 $3.1M
Cyndeo Wealth Partners, LLC 0.22% Add +2.9% 12,780 $3.1M
Marathon Trading Investment Management LLC 1.47% Reduce -73.5% 12,777 $3.1M
Tyler-Stone Wealth Management 0.58% Add +91.3% 12,732 $3.1M
VitalStone Financial, LLC 2.10% Add +53.1% 12,704 $3.1M
Freestone Capital Holdings, LLC 0.11% Add +1.7% 12,693 $3.1M
Bridgewater Advisors Inc. 0.32% Add +1.0% 12,022 $3.1M
Sound View Wealth Advisors Group, LLC 0.25% Add +3.0% 12,653 $3.1M
Camarda Financial Advisors, LLC 1.15% Add +3.7% 12,639 $3.1M
Swan Global Investments, LLC 0.15% Reduce -4.6% 12,500 $3.0M
Prosperity Consulting Group, LLC 0.24% Add +764.2% 12,453 $3.0M
International Assets Investment Management, LLC 0.25% Reduce -10.8% 12,444 $3.0M
Verus Capital Partners, LLC 0.30% Reduce -8.6% 12,433 $3.0M
Shikiar Asset Management Inc. 0.87% Reduce -1.2% 12,427 $3.0M
Towneley Capital Management, Inc / DE 0.68% Reduce -4.4% 12,356 $3.0M
BOK Financial Private Wealth, Inc. 0.22% No change 12,297 $3.0M
Robinson Value Management, Ltd. 1.92% New 12,159 $3.0M
Geneos Wealth Management Inc. 0.11% Reduce -8.1% 12,102 $2.9M
Proactive Wealth Strategies LLC 1.61% — 11,951 $2.9M
Ionic Capital Management LLC 2.58% Add +524.0% 11,918 $2.9M
CMG Global Holdings, LLC 1.62% Add +0.4% 11,810 $2.9M
Old National Bancorp 0.07% Reduce -3.9% 11,772 $2.9M
Personal Cfo Solutions, LLC 0.40% Add +3.3% 11,757 $2.9M
Capital Investment Advisors, LLC 0.06% Reduce -4.3% 11,701 $2.8M
MBL Wealth, LLC 0.31% Reduce -1.5% 11,691 $2.8M
Bath Savings Trust Co 0.28% Reduce -2.0% 11,683 $2.8M
Annandale Capital, LLC 0.57% Reduce -39.7% 11,681 $2.8M
Newman Dignan & Sheerar, Inc. 0.68% Add +0.2% 11,204 $2.8M
Argent Trust Co 0.12% Add +1.1% 11,672 $2.8M
Colonial Trust Advisors 0.25% Reduce -0.5% 11,664 $2.8M
Integrated Investment Consultants, LLC 0.62% Add +1069.3% 11,635 $2.8M
Marathon Capital Management 0.69% Add +0.7% 11,628 $2.8M
Beck Mack & Oliver LLC 0.05% No change 11,475 $2.8M
Midwest Professional Planners, LTD. 0.85% New 11,374 $2.8M
Laurel Wealth Advisors LLC 0.44% Reduce -0.6% 11,327 $2.8M
Inscription Capital, LLC 0.41% Add +19.6% 11,304 $2.7M
Charter Research & Investment Group, Inc. 2.02% Reduce -1.3% 11,283 $2.7M
Aspen Investment Management Inc 1.26% Add +0.2% 11,157 $2.7M
Cumberland Partners Ltd 0.19% Add +31.4% 11,085 $2.7M
Avior Wealth Management, LLC 0.11% Add +12.1% 11,060 $2.7M
WMS Partners, LLC 0.15% Add +6.0% 11,026 $2.7M
Optimum Investment Advisors 1.16% Add +2.1% 11,022 $2.7M
Cantor Fitzgerald, L. P. 0.24% Add +763.1% 10,953 $2.7M
Natixis 0.02% Reduce -56.1% 10,889 $2.6M
E Fund Management Co., Ltd. 0.14% Reduce -24.2% 10,825 $2.6M
Centric Wealth Management 0.70% Add +1.1% 10,652 $2.6M
FMR LLC 0.00% Reduce -11.6% 10,746 $2.6M
Milestone Asset Management, LLC 0.59% Add +5.2% 10,738 $2.6M
Acas, LLC 2.15% Add +30.3% 10,703 $2.6M
Wealth Management Associates, Inc. 1.14% Add +2.8% 10,689 $2.6M
1ST Source Bank 0.15% No change 10,686 $2.6M
SS&H Financial Advisors, Inc. 0.94% No change 10,649 $2.6M
Flputnam Investment Management Co. 0.05% Reduce -1.8% 10,609 $2.6M
Palisades Hudson Asset Management, L.P. 1.09% No change 10,589 $2.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -7.3% 8,921 $2.6M
Walkner Condon Financial Advisors LLC 0.52% Add +6.6% 10,565 $2.6M
First Citizens Bank & Trust Co. 0.06% Reduce -0.1% 10,561 $2.6M
Sheets Smith Wealth Management 0.31% Add +0.1% 10,516 $2.6M
Private Wealth Partners, LLC 0.20% No change 10,456 $2.5M
Headinvest, LLC 0.47% Add +61.6% 10,442 $2.5M
Seamount Financial Group Inc. 1.90% Reduce -0.9% 10,404 $2.5M
Solstein Capital, LLC 1.34% No change 10,402 $2.5M
EPG Wealth Management LLC 0.63% Add +0.0% 10,354 $2.5M
Fermata Advisors, LLC 0.51% Reduce -2.0% 10,288 $2.5M
Patrick Mauro Investment Advisor, INC. 1.32% Reduce -4.0% 10,280 $2.5M
Montis Financial, LLC 0.89% No change 10,277 $2.5M
Deutsche Bank AG 0.00% Reduce -1.7% 10,264 $2.5M
Red Door Wealth Management, LLC 0.42% Reduce -47.4% 10,261 $2.5M
Private Trust Co. NA 0.25% Add +21.1% 10,158 $2.5M
SMART Wealth LLC 0.97% Add +39.0% 10,139 $2.5M
Weaver Consulting Group 0.78% Add +5.2% 10,139 $2.5M
Landmark Wealth Management, Inc. 1.23% Add +48.1% 10,116 $2.5M
Gouws Capital LLC 1.66% No change 10,100 $2.5M
Clear Creek Financial Management, LLC 0.28% Reduce -6.9% 10,083 $2.5M
Summit Financial Strategies, Inc. 0.28% No change 10,080 $2.5M
Farmers Trust Co. 0.46% Reduce -8.9% 10,073 $2.4M
Granite Bay Wealth Management, LLC 1.37% Add +6.0% 10,041 $2.4M
Bayshore Asset Management, LLC 1.09% New 10,033 $2.4M
Orin Green Financial, LLC 1.05% No change 10,028 $2.4M
Game Creek Capital, LP 1.31% Reduce -6.3% 9,975 $2.4M
Gould Asset Management LLC 0.52% Reduce -2.8% 9,930 $2.4M
Roundview Capital LLC 0.17% Add +21.6% 9,864 $2.4M
Professional Financial Advisors, LLC 0.62% Add +10.5% 9,863 $2.4M
Dorsey Wright & Associates 0.57% New 9,832 $2.4M
Bray Capital Advisors 0.58% No change 9,750 $2.4M
Independent Wealth Network Inc. 1.05% Add +14.4% 9,742 $2.4M
Lionsbridge Wealth Management LLC 1.87% New 9,737 $2.4M
Caitlin John, LLC 1.51% Add +26.3% 9,913 $2.4M
Cannell & Spears LLC 0.05% Add +1.7% 9,647 $2.3M
Empirical Asset Management, LLC 0.83% Reduce -0.4% 15,548 $2.3M
Principal Securities, Inc. 0.06% Add +20.6% 9,623 $2.3M
Ariadne Wealth Management, LP 1.27% No change 9,360 $2.3M
Avidian Wealth Enterprises, LLC 0.11% Add +0.3% 9,613 $2.3M
Kovack Advisors, Inc. 0.25% Add +1.6% 9,609 $2.3M
Parcion Private Wealth LLC 0.19% Reduce -5.7% 9,601 $2.3M
Certified Advisory Corp 0.26% Add +2.6% 9,542 $2.3M
Orion Porfolio Solutions, LLC 0.02% Add +11.4% 9,542 $2.3M
Orion Portfolio Solutions, LLC 0.02% Add +11.4% 9,542 $2.3M
Westfuller Advisors, LLC 1.66% — 9,537 $2.3M
United Capital Financial Advisors, LLC 0.02% Add +7.2% 9,460 $2.3M
Corundum Group, Inc. 1.05% Reduce -38.0% 9,432 $2.3M
Brighton Jones LLC 0.09% Reduce -17.0% 9,343 $2.3M
Emergent Wealth Advisors, LLC 1.68% Add +0.9% 9,324 $2.3M
Avalon Trust Co 0.17% No change 9,282 $2.3M
Amplius Wealth Advisors, LLC 0.25% Reduce -1.6% 9,253 $2.2M
Apella Capital, LLC 0.09% Add +0.0% 9,146 $2.2M
Spire Wealth Management 0.08% Reduce -2.0% 9,232 $2.2M
Brendel Financial Advisors LLC 1.27% Add +3.3% 9,226 $2.2M
Hanson & Doremus Investment Management 0.35% Reduce -6.8% 9,194 $2.2M
Firestone Capital Management 0.56% Add +1.2% 9,181 $2.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Add +1.1% 8,827 $2.2M
Highline Wealth Partners LLC 0.74% Reduce -6.5% 9,162 $2.2M
Wellington Shields Capital Management, LLC 0.39% Add +8.3% 9,139 $2.2M
Flagstar Securities, Inc. 0.56% Add +2.6% 9,118 $2.2M
Coastal Bridge Advisors, LLC 0.55% No change 9,115 $2.2M
Pinnacle Associates Ltd. 0.04% Add +0.5% 11,485 $2.2M
Boothbay Fund Management, LLC 0.07% Reduce -80.6% 9,004 $2.2M
First Bank & Trust 0.41% No change 8,940 $2.2M
Sharkey, Howes & Javer 0.31% New 8,937 $2.2M
USAdvisors Wealth Management, LLC 0.76% Reduce -3.4% 8,813 $2.2M
Thoroughbred Financial Services, LLC 0.14% Add +0.0% 8,855 $2.2M
NBT Bank, N.A. 0.14% Reduce -4.3% 8,845 $2.1M
Sage Investment Advisers LLC 2.25% Add +1.1% 8,844 $2.1M
Trust Co. of Vermont 0.11% Add +9.7% 8,840 $2.1M
Mission Creek Capital Partners, Inc. 0.50% Reduce -0.9% 8,812 $2.1M
Empower Advisory Group, LLC 0.01% Reduce -8.8% 8,805 $2.1M
D.B. Root & Company, LLC 0.70% Add +3.6% 8,780 $2.1M
Strategic Investment Solutions, Inc. 0.64% Add +2.8% 8,754 $2.1M
Augustine Asset Management Inc. 0.74% Add +3.6% 8,750 $2.1M
BBR Partners, LLC 0.16% No change 8,749 $2.1M
EverSource Wealth Advisors, LLC 0.13% Reduce -0.2% 8,721 $2.1M
MRP Capital Investments, LLC 2.01% Reduce -3.9% 8,682 $2.1M
Focus Partners Advisor Solutions, LLC 0.04% Add +333.3% 8,657 $2.1M
Chesapeake Asset Management LLC 1.83% Add +47.8% 8,655 $2.1M
Great Lakes Advisors, LLC 0.02% Add +28.3% 8,649 $2.1M
Compass Ion Advisors, LLC 0.26% Add +4.6% 8,638 $2.1M
Capasso Planning Partners LLC 0.62% Add +34.3% 8,581 $2.1M
Renaissance Technologies 0.00% New 8,500 $2.1M
Balanced Wealth Group LLC 0.91% Reduce -6.8% 8,497 $2.1M
Altura Wealth Advisors Inc. 1.35% Add +22.4% 8,497 $2.1M
Geneva Partners, LLC 0.89% Add +15.8% 8,429 $2.0M
Financial Guidance Group, Inc. 1.19% Reduce -1.9% 8,422 $2.0M
McRae Capital Management Inc. 0.40% Reduce -0.2% 8,410 $2.0M
Leo Wealth, LLC 0.19% Add +13.3% 8,405 $2.0M
New England Private Wealth Advisors LLC 0.33% No change 8,402 $2.0M
Centennial Wealth Advisory LLC 0.80% Add +2.7% 8,395 $2.0M
Flagship Private Wealth, LLC 1.05% Add +36.3% 8,379 $2.0M
SteelPeak Wealth, LLC 0.09% Add +427.4% 8,364 $2.0M
44 Wealth Management LLC 0.72% — 8,100 $2.0M
Nadler Financial Group, Inc. 0.22% Add +3.1% 8,298 $2.0M
Cornerstone Wealth Management, LLC 0.14% Add +8.4% 8,297 $2.0M
Creekside Partners 1.04% Reduce -18.1% 8,291 $2.0M
Peak Planning Group, LLC 0.88% Reduce -3.1% 8,290 $2.0M
New Wave Wealth Advisors LLC 0.93% Add +12.9% 8,286 $2.0M
Heritage Oak Wealth Advisors LLC 0.93% Reduce -44.1% 8,286 $2.0M
Hodges Capital Management Inc. 0.13% Add +1.0% 8,255 $2.0M
Penn Davis McFarland Inc. 0.23% Add +228.0% 8,243 $2.0M
NavPoint Financial, Inc. 1.61% No change 8,212 $2.0M
Nicholas Hoffman & Company, LLC. 0.08% Reduce -0.4% 8,155 $2.0M
Baker Ellis Asset Management LLC 0.28% Reduce -4.6% 8,116 $2.0M
Keebeck Wealth Management 0.29% Reduce -23.3% 8,115 $2.0M
Owen LaRue, LLC 1.04% New 8,075 $2.0M
GTS Securities LLC 0.04% New 8,062 $2.0M
Private Harbour Investment Management & Counsel, LLC 2.06% Reduce -0.0% 8,051 $2.0M
Trust Co. of Toledo NA 0.26% Add +46.2% 8,033 $2.0M
Americana Partners, LLC 0.13% Reduce -6.4% 8,030 $2.0M
Grey Ledge Advisors, LLC 0.50% Add +1.8% 8,017 $1.9M
West Coast Financial LLC 0.21% Add +4.8% 8,010 $1.9M
Procyon Advisors, LLC 0.13% Add +5.2% 7,979 $1.9M
Glass Jacobson Investment Advisors llc 0.64% No change 7,966 $1.9M
Main Street Financial Solutions, LLC 0.18% Reduce -3.4% 7,943 $1.9M
Morse Asset Management, Inc 0.42% New 7,935 $1.9M
Tiemann Investment Advisors, LLC 0.83% Reduce -10.8% 7,877 $1.9M
SevenBridge Financial Group, LLC 0.37% Add +1.8% 7,882 $1.9M
Element Pointe Advisors, LLC 0.46% Reduce -0.1% 7,790 $1.9M
Moloney Securities Asset Management, LLC 0.25% Reduce -1.0% 7,704 $1.9M
Nelson Capital Management, LLC 0.31% Add +3.0% 7,671 $1.9M
Clarus Wealth Advisors 0.95% Reduce -1.3% 7,632 $1.9M
Welch Group, LLC 0.08% Add +12.4% 7,659 $1.9M
Austin Wealth Management, LLC 0.41% Add +0.5% 7,581 $1.9M
Quattro Financial Advisors LLC 0.52% Reduce -23.4% 7,590 $1.9M
Flow Traders U.S. LLC 0.09% New 7,623 $1.9M
Arrowroot Family Office, LLC 1.08% Reduce -4.2% 7,602 $1.8M
Carnegie Investment Counsel 0.05% Add +3.1% 7,599 $1.8M
Modus Advisors, LLC 0.60% Reduce -11.8% 7,503 $1.8M
Jeppson Wealth Management, LLC 0.65% Add +5.4% 7,486 $1.8M
FinTrust Capital Advisors, LLC 0.31% Add +87.0% 7,469 $1.8M
Castle Rock Wealth Management, LLC 0.43% Add +1.3% 7,415 $1.8M
Hutchens & Kramer Investment Management Group, LLC 1.00% Add +7.3% 7,369 $1.8M
Addison Capital Co 0.73% Reduce -2.6% 7,442 $1.8M
Virtue Capital Management, LLC 0.36% Add +33.0% 7,405 $1.8M
Curran Financial Partners, LLC 0.51% Add +2.2% 7,378 $1.8M
Oarsman Capital, Inc. 0.33% Reduce -8.8% 7,347 $1.8M
Baxter Bros Inc. 0.23% Reduce -6.1% 7,333 $1.8M
Zacks Investment Management 0.02% Add +28.2% 7,326 $1.8M
Evexia Wealth LLC 0.63% Add +64.2% 7,285 $1.8M
Magnus Financial Group LLC 0.18% No change 7,311 $1.8M
Encompass Wealth Advisors, LLC 0.45% No change 7,300 $1.8M
Nokomis Capital, L.L.C. 0.79% Add +69.8% 7,298 $1.8M
Simplicity Wealth,LLC 0.16% Reduce -94.2% 7,272 $1.8M
Lombard Odier Asset Management (USA) Corp 0.76% New 7,260 $1.8M
Aberdeen Wealth Management LLC 1.16% Reduce -31.3% 7,250 $1.8M
Schneider Downs Wealth Management Advisors, LP 0.36% Reduce -0.3% 7,248 $1.8M
Aberdeen Group plc 0.00% No change 7,226 $1.8M
Titan Global Capital Management USA LLC 0.27% New 7,191 $1.7M
Waverly Advisors, LLC 0.03% Reduce -2.5% 7,178 $1.7M
White Lighthouse Investment Management Inc. 0.31% No change 7,129 $1.7M
BNP Paribas 0.07% Reduce -0.5% 7,059 $1.7M
Aua Capital Management, LLC 0.99% Reduce -1.1% 7,046 $1.7M
Forte Asset Management LLC 0.91% No change 7,039 $1.7M
Holowesko Partners Ltd. 0.90% No change 7,000 $1.7M
Betterment LLC 0.00% Add +7.4% 6,995 $1.7M
Savvy Advisors, Inc. 0.34% Add +56.0% 6,991 $1.7M
Herold Advisors, Inc. 0.37% Add +17.3% 6,985 $1.7M
Valeo Financial Advisors, LLC 0.05% Add +51.1% 6,955 $1.7M
Sovereign Financial Group, Inc. 0.39% Add +1.7% 6,860 $1.7M
Pullen Investment Management, LLC 1.22% Add +1.0% 6,843 $1.7M
Tyche Wealth Partners LLC 0.38% Add +0.0% 6,814 $1.7M
Lederer & Associates Investment Counsel 1.17% No change 6,815 $1.7M
Peddock Capital Advisors, LLC 0.40% No change 6,811 $1.7M
MGB Wealth Management, LLC 0.60% Reduce -1.1% 6,810 $1.7M
WealthShield Partners, LLC 0.22% Add +48.5% 6,801 $1.7M
Valmark Advisers, Inc. 0.03% Add +5.1% 6,799 $1.7M
D'Orazio & Associates, Inc. 0.23% No change 6,779 $1.6M
Altiora Financial Group, LLC 0.36% Reduce -1.3% 6,765 $1.6M
Raleigh Capital Management Inc. 0.63% Add +62.0% 6,731 $1.6M
Advisors Preferred, LLC 0.25% Add +7.3% 6,661 $1.6M
Clear Harbor Asset Management, LLC 0.13% Add +0.8% 6,702 $1.6M
Moneta Group Investment Advisors LLC 0.02% Reduce -14.6% 6,694 $1.6M
Olde Wealth Management, LLC 0.58% No change 6,697 $1.6M
Legacy Capital Wealth Partners, LLC 0.32% Add +98.0% 6,682 $1.6M
Rebalance, LLC 0.12% No change 6,681 $1.6M
Avantax Planning Partners, Inc. 0.06% Reduce -12.4% 6,681 $1.6M
Advisor Resource Council 0.74% Reduce -36.4% 6,679 $1.6M
Financial Management Network Inc. 0.34% Reduce -4.6% 6,577 $1.6M
Modern Wealth Management, LLC 0.10% Add +14.2% 6,613 $1.6M
One Capital Management, LLC 0.05% Add +3.9% 6,602 $1.6M
Bluefin Capital Management, LLC 1.76% Reduce -34.0% 6,600 $1.6M
Summit X, LLC 0.39% Reduce -3.2% 7,392 $1.6M
S.A. Mason LLC 0.84% No change 6,503 $1.6M
Ulysses Management LLC 0.36% New 6,500 $1.6M
Capital Group Private Client Services, Inc. 0.01% Reduce -1.6% 6,493 $1.6M
Kercheville Advisors, LLC 0.66% Add +6.6% 6,479 $1.6M
Harbour Capital Advisors, LLC 0.36% Add +1.6% 6,529 $1.6M
Excalibur Management Corp. 0.60% Reduce -0.9% 6,475 $1.6M
Perennial Investment Advisors, LLC 0.20% Add +3.5% 6,422 $1.6M
HBK Sorce Advisory LLC 0.05% Add +6.0% 6,394 $1.6M
San Luis Wealth Advisors LLC 0.32% No change 6,385 $1.6M
Platform Technology Partners 0.49% Add +12.1% 6,353 $1.5M
Concourse Financial Group Securities, Inc. 0.09% Reduce -2.5% 6,292 $1.5M
Ion Asset Management Ltd. 0.10% Add +92.9% 6,282 $1.5M
Bridge Advisory, LLC 0.72% New 6,259 $1.5M
Simon Quick Advisors, LLC 0.10% Reduce -1.1% 6,249 $1.5M
New Potomac Partners, LLC 0.78% No change 6,220 $1.5M
High Net Worth Advisory Group LLC 0.42% No change 6,220 $1.5M
Inspirion Wealth Advisors, LLC 0.21% Add +0.8% 6,180 $1.5M
Robertson Stephens Wealth Management, LLC 0.06% Add +20.0% 6,178 $1.5M
Compound Planning, Inc. 0.09% Reduce -17.5% 6,157 $1.5M
WorthPointe, LLC 0.63% No change 6,151 $1.5M
Tolleson Wealth Management, Inc. 0.28% No change 6,127 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +5.9% 6,109 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Add +72.7% 6,106 $1.5M
OneAscent Wealth Management LLC 0.56% Add +1.4% 6,107 $1.5M
Rwa Wealth Partners, LLC 0.02% Reduce -14.7% 6,070 $1.5M
Phillips Financial Management, LLC 0.11% Reduce -0.7% 6,056 $1.5M
Ritholtz Wealth Management 0.04% Add +11.2% 6,045 $1.5M
KFG Wealth Management, LLC 0.32% Add +13.2% 6,004 $1.5M
Aprio Wealth Management, LLC 0.23% Reduce -0.4% 6,004 $1.5M
Isthmus Partners, LLC 0.17% No change 6,000 $1.5M
Hudson Capital Management LLC 0.48% Reduce -2.5% 5,998 $1.5M
Cascade Financial Partners, LLC 0.18% Reduce -0.9% 5,740 $1.5M
Crescent Grove Advisors, LLC 0.15% Add +10.0% 5,966 $1.5M
TrinityPoint Wealth, LLC 0.21% Reduce -0.2% 5,938 $1.4M
Cadent Capital Advisors, LLC 0.49% Add +13.8% 5,924 $1.4M
Benin Management CORP 0.40% Reduce -1.7% 5,915 $1.4M
Moulton Wealth Management, Inc. 1.20% Reduce -1.3% 5,868 $1.4M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -0.1% 5,900 $1.4M
Pin Oak Investment Advisors Inc. 1.30% Add +3.3% 5,885 $1.4M
LCNB Corp. 0.51% No change 5,882 $1.4M
Boston Financial Mangement LLC 0.04% Reduce -10.0% 5,871 $1.4M
Weaver Capital Management LLC 0.43% Reduce -0.2% 5,829 $1.4M
GFS Advisors, LLC 0.30% Reduce -89.7% 5,798 $1.4M
Pure Financial Advisors, LLC 0.03% No change 5,793 $1.4M
Pegasus Asset Management, Inc. 0.42% Reduce -0.9% 5,778 $1.4M
TBH Global Asset Management, LLC 0.31% No change 5,778 $1.4M
Meridian Wealth Advisors, LLC 0.23% Reduce -1.5% 5,774 $1.4M
Verdence Capital Advisors LLC 0.11% Add +1.6% 5,753 $1.4M
Connective Portfolio Management, LLC 2.46% No change 5,665 $1.4M
Valley Financial Group, Inc. 0.97% Reduce -0.6% 5,723 $1.4M
Arlington Trust Co LLC 0.30% No change 5,702 $1.4M
Gradient Capital Advisors, LLC 0.46% Add +0.1% 5,701 $1.4M
Cubist Systematic Strategies, LLC 0.02% Reduce -77.8% 5,695 $1.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.12% Reduce -23.3% 5,682 $1.4M
Upper Left Wealth Management, LLC 1.21% Reduce -0.9% 5,971 $1.4M
Doheny Asset Management 0.94% No change 5,670 $1.4M
Wealthspire Retirement, LLC 0.11% Reduce -4.3% 5,657 $1.4M
Private Portfolio Partners LLC 0.26% Reduce -0.8% 5,648 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -14.1% 5,645 $1.4M
Mainstream Capital Management LLC 1.16% — 5,610 $1.4M
Onyx Bridge Wealth Group LLC 0.21% Add +9.4% 5,604 $1.4M
ArchPoint Investors 0.45% No change 5,600 $1.4M
Gables Capital Management Inc. 0.69% Add +2.6% 5,598 $1.4M
Patten Group, Inc. 0.30% Reduce -0.3% 5,595 $1.4M
Brandywine Oak Private Wealth LLC 0.13% Add +4.7% 5,588 $1.4M
Park National Corp. 0.05% Reduce -3.5% 5,579 $1.4M
Fairfield, Bush & Co. 0.80% Reduce -9.4% 5,556 $1.4M
Beirne Wealth Consulting Services, LLC 0.47% Reduce -0.6% 5,524 $1.3M
BKM Wealth Management, LLC 0.54% Reduce -3.9% 5,511 $1.3M
First Business Financial Services, Inc. 0.13% No change 5,500 $1.3M
Kimelman & Baird, LLC 0.11% Reduce -0.9% 5,490 $1.3M
Mitchell McLeod Pugh & Williams Inc. 0.28% Add +27.2% 5,466 $1.3M
National Wealth Management Group, LLC 0.90% Add +148.1% 5,451 $1.3M
All Season Financial Advisors, Inc. 1.13% New 5,445 $1.3M
Delta Investment Management, LLC 0.27% Reduce -20.0% 5,444 $1.3M
MBA Advisors LLC 0.64% Add +0.5% 5,443 $1.3M
LVM Capital Management Ltd. 0.15% No change 6,125 $1.3M
Schnieders Capital Management LLC 0.25% Reduce -14.6% 5,410 $1.3M
Householder Group Estate & Retirement Specialist, LLC 0.38% Reduce -9.5% 5,406 $1.3M
Banco BTG Pactual S.A. 0.34% Add +194.3% 5,400 $1.3M
Patton Fund Management, Inc. 0.27% Reduce -13.7% 5,377 $1.3M
American Capital Advisory, LLC 0.76% Add +2.3% 5,369 $1.3M
GW Henssler & Associates Ltd. 0.07% Add +6.7% 5,356 $1.3M
Linden Thomas Advisory Services, LLC 0.18% Add +8.2% 5,351 $1.3M
Mill Creek Capital Advisors, LLC 0.03% No change 5,344 $1.3M
Retirement Financial Solutions, LLC 0.57% Reduce -3.9% 5,343 $1.3M
Forbes J M & Co. LLP 0.13% No change 5,318 $1.3M
Thornburg Investment Management Inc. 0.02% No change 5,318 $1.3M
Montecito Bank & Trust 0.22% Reduce -3.6% 5,304 $1.3M
Secure Asset Management, LLC 0.22% Add +1.5% 5,276 $1.3M
Mainstay Capital Management LLC 0.21% Reduce -3.4% 5,261 $1.3M
Investment Partners, LTD. 0.53% No change 5,243 $1.3M
Patriot Financial Group Insurance Agency, LLC 0.17% Reduce -10.7% 5,227 $1.3M
Naples Global Advisors, LLC 0.12% Add +7.5% 5,224 $1.3M
CRA Financial Services, LLC 0.23% Add +2.4% 5,222 $1.3M
Lindbrook Capital, LLC 0.11% Add +46.6% 5,216 $1.3M
Account Management LLC 1.50% Add +24.3% 5,210 $1.3M
Silverlake Wealth Management LLC 0.49% Add +3.0% 5,204 $1.3M
Mission Wealth Management, LP 0.03% Add +11.8% 5,197 $1.3M
Signal Advisors Wealth, LLC 0.18% Add +177.7% 5,196 $1.3M
Plan Group Financial, LLC 0.66% Reduce -0.7% 5,179 $1.3M
Johnson Bixby & Associates, LLC 0.19% Reduce -6.6% 5,174 $1.3M
Aviva PLC 0.00% Reduce -58.4% 5,162 $1.3M
Keene & Associates, Inc. 0.95% No change 5,135 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% Add +0.2% 5,131 $1.2M
AlphaStar Capital Management, LLC 0.10% Add +156.9% 5,127 $1.2M
Carolinas Wealth Consulting LLC 0.23% No change 5,125 $1.2M
D L Carlson Investment Group Inc. 0.23% Reduce -0.1% 5,120 $1.2M
Lake Street Advisors Group, LLC 0.06% Add +29.3% 5,119 $1.2M
Crewe Advisors LLC 0.14% No change 5,102 $1.2M
RDA Financial Network 0.38% Add +1.8% 5,064 $1.2M
Wealthgarden F.S. LLC 1.19% Reduce -7.2% 5,043 $1.2M
O'shaughnessy Asset Management, LLC 0.01% Add +22.3% 5,001 $1.2M
Quaker Wealth Management, LLC 0.45% — 5,037 $1.2M
1832 Asset Management L.P. 0.00% Reduce -1.6% 5,035 $1.2M
Greenline Partners, LLC 0.18% No change 5,033 $1.2M
Commonwealth Financial Services, LLC 0.24% Add +41.5% 4,968 $1.2M
Retirement Income Solutions, Inc. 0.28% No change 5,014 $1.2M
Wealth Quarterback LLC 0.63% Reduce -0.8% 5,008 $1.2M
Glaxis Capital Management, LLC 4.75% New 5,000 $1.2M
Kings Path Partners LLC 0.51% Add +25.0% 5,000 $1.2M
AlphaQuest LLC 0.11% New 5,000 $1.2M
Moore Capital Management, LP 0.04% New 5,000 $1.2M
Nwi Management LP 0.14% No change 5,000 $1.2M
Crestwood Advisors Group, LLC 0.02% Add +4.7% 4,997 $1.2M
Visionary Wealth Advisors 0.07% Reduce -34.6% 4,997 $1.2M
Autumn Glory Partners, LLC 0.47% Reduce -1.0% 4,975 $1.2M
WASHINGTON TRUST Co 0.04% Add +9.2% 4,975 $1.2M
Arcus Capital Partners, LLC 0.44% Reduce -2.0% 4,963 $1.2M
Telos Capital Management, Inc. 0.13% Reduce -10.1% 4,953 $1.2M
Calton & Associates, Inc. 0.46% Reduce -24.8% 4,928 $1.2M
Quantinno Capital Management LP 0.02% Add +39.6% 4,928 $1.2M
Mason & Associates Inc 0.30% New 4,925 $1.2M
PDS Planning, Inc 0.11% Add +1.5% 4,911 $1.2M
Jefferies Financial Group Inc. 0.02% Reduce -85.4% 4,910 $1.2M
Towerpoint Wealth, LLC 0.57% Reduce -0.3% 4,908 $1.2M
City Holding Co. 0.17% Add +20.7% 4,907 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Reduce -2.9% 4,906 $1.2M
Sierra Capital LLC 0.14% No change 4,900 $1.2M
First Foundation Advisors 0.04% Reduce -19.1% 4,893 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +0.5% 4,872 $1.2M
SlateStone Wealth, LLC 0.11% Reduce -2.1% 4,873 $1.2M
Manchester Capital Management LLC 0.14% Add +0.3% 4,853 $1.2M
Gunderson Capital Management LLC 0.50% Add +0.5% 4,838 $1.2M
Smart Portfolios, LLC 1.20% Reduce -57.0% 4,830 $1.2M
DeDora Capital, Inc. 0.33% Add +1.0% 4,825 $1.2M
Terra Nova Asset Management LLC 0.87% No change 4,800 $1.2M
FAS Wealth Partners, Inc. 0.09% Add +12.1% 4,799 $1.2M
Summit Global Investments 0.07% Add +31.6% 4,764 $1.2M
Fortis Capital Advisors, LLC 0.39% Add +9.2% 4,758 $1.2M
Madison Wealth Partners, Inc 0.34% New 4,736 $1.2M
ARS Investment Partners, LLC 0.10% No change 4,734 $1.2M
Savior LLC 6.35% Reduce -3.9% 4,724 $1.1M
Greenwich Wealth Management LLC 0.08% Reduce -0.9% 4,713 $1.1M
Mirador Capital Partners LP 0.21% New 4,713 $1.1M
Amundi 0.00% Add +231.6% 4,725 $1.1M
Roanoke Asset Management Corp./ NY 0.36% No change 4,710 $1.1M
James Investment Research, Inc. 0.13% Reduce -1.2% 4,686 $1.1M
Schaper Benz & Wise Investment Counsel Inc. 0.09% Reduce -5.1% 4,680 $1.1M
Gotham Asset Management 0.01% Reduce -0.3% 4,677 $1.1M
Composition Wealth, LLC 0.03% Reduce -3.0% 4,656 $1.1M
Houlihan Financial Resource Group, Ltd. 0.47% No change 4,653 $1.1M
HM Payson & Co. 0.02% Reduce -1.3% 4,645 $1.1M
Shearwater Capital LLC 0.78% No change 4,635 $1.1M
SkyOak Wealth, LLC 0.25% Reduce -1.0% 4,635 $1.1M
Coldstream Capital Management Inc. 0.02% Add +57.6% 4,651 $1.1M
Luts & Greenleigh Group, Inc. 1.08% No change 4,615 $1.1M
Wedgewood Investors Inc. 1.22% No change 4,600 $1.1M
Journey Strategic Wealth LLC 0.04% Add +17.8% 4,586 $1.1M
Florida Trust Wealth Management Co 0.04% No change 4,581 $1.1M
Private Client Services, LLC 0.60% Reduce -4.4% 4,560 $1.1M
BOS Asset Management, LLC 0.41% No change 4,537 $1.1M
Bogart Wealth, LLC 0.05% No change 4,525 $1.1M
Community Bank, N.A. 0.14% No change 4,525 $1.1M
American Institute for Advanced Investment Management, LLP 0.78% No change 4,510 $1.1M
GM Advisory Group, LLC 0.07% Reduce -1.5% 4,494 $1.1M
WMG Financial Advisors, LLC 0.49% Add +7.3% 4,493 $1.1M
Activest Wealth Management 0.33% No change 4,412 $1.1M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -26.7% 4,403 $1.1M
Quadcap Wealth Management, LLC 0.17% Reduce -4.4% 4,394 $1.1M
Greenleaf Trust 0.01% Add +29.2% 4,361 $1.1M
Lee Danner & Bass Inc. 0.07% No change 4,344 $1.1M
WESCAP Management Group, Inc. 0.26% Reduce -4.2% 4,328 $1.1M
Patten & Patten Inc. 0.07% Add +2.1% 4,328 $1.1M
Foster Group, Inc. 0.04% Add +163.2% 4,314 $1.0M
Cozad Asset Management Inc. 0.10% Add +15.9% 4,299 $1.0M
Dynamic Technology Lab Private Ltd 0.11% Reduce -59.0% 4,252 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -10.7% 4,246 $1.0M
Main Street Group, LTD 0.46% Reduce -5.5% 4,241 $1.0M
Banque Cantonale Vaudoise 0.04% Reduce -2.3% 4,234 $1.0M
First Commonwealth Financial Corp 0.25% Reduce -25.4% 4,228 $1.0M
Beese Fulmer Investment Management, Inc. 0.09% Reduce -0.2% 4,226 $1.0M
Hollencrest Capital Management 0.04% Add +2.4% 4,215 $1.0M
Giverny Capital 0.04% No change 4,206 $1.0M
Founders Financial Securities LLC 0.09% Reduce -16.8% 4,201 $1.0M
Hotchkis & Wiley Capital Management LLC 0.00% Reduce -17.6% 4,200 $1.0M
Access Financial Services, Inc. 0.47% Reduce -1.2% 4,180 $1.0M
Vanguard Capital Wealth Advisors 1.07% Add +42.3% 4,174 $1.0M
International Private Wealth Advisors LLC 1.49% Add +51.7% 4,172 $1.0M
RPG Investment Advisory, LLC 0.14% No change 4,168 $1.0M
Summit Financial Wealth Advisors, LLC 0.19% Add +5.4% 4,159 $1.0M
SageView Advisory Group, LLC 0.05% Reduce -3.3% 4,148 $1.0M
PYA Waltman Capital, LLC 0.33% Reduce -9.7% 4,138 $1.0M
Mechanics Bank Trust Department 0.13% Reduce -2.5% 4,138 $1.0M
Romano Brothers and Company 0.12% Add +1.0% 4,122 $1.0M
Stonegate Investment Group, LLC 0.03% Reduce -4.6% 4,116 $1.0M
Colonial Trust Co / SC 0.15% No change 4,106 $998K
HBW Advisory Services LLC 0.15% Add +22.5% 4,085 $993K
W.G. Shaheen & Associates DBA Whitney & Co 0.11% No change 4,085 $993K
Venture Visionary Partners LLC 0.04% Reduce -5.4% 4,079 $991K
Carret Asset Management, LLC 0.11% Reduce -4.6% 4,073 $990K
Douglass Winthrop Advisors, LLC 0.02% No change 4,061 $987K
Zimmermann Investment Management & Planning LLC 0.30% Add +15.5% 4,056 $986K
Elevated Capital Advisors, LLC 0.26% Reduce -6.3% 4,048 $984K
Vantage Financial Partners, LLC 0.24% No change 4,033 $980K
Grandview Asset Management LLC 0.56% Add +0.2% 4,018 $977K
Embree Financial Group 0.17% Add +9.7% 4,007 $974K
Finer Wealth Management, Inc. 0.60% Reduce -9.3% 4,004 $973K
Alpha Square Group S LLC 2.54% No change 4,000 $972K
Medici Capital LLC 1.90% No change 4,000 $972K
Clare Market Investments LLC 0.25% Add +5.8% 3,994 $971K
CIBC Asset Management Inc 0.00% Add +39.8% 3,986 $969K
Accel Wealth Management 0.36% Reduce -76.5% 3,979 $967K
Intelligence Driven Advisers, LLC 0.14% Reduce -4.4% 3,974 $966K
Driehaus Capital Management LLC 0.01% Add +15.6% 3,969 $965K
Matrix Asset Advisors Inc. 0.11% No change 3,966 $964K
Net Worth Advisory Group 0.28% — 3,952 $961K
Schmidt P J Investment Management Inc. 0.17% No change 3,950 $960K
Pacific Sage Partners, LLC 0.23% Add +0.4% 3,940 $958K
Hardin Capital Partners, LLC 0.54% Add +0.7% 3,950 $957K
Fortis Advisors, LLC 0.62% No change 3,937 $957K
Spinnaker Trust 0.06% Add +1.1% 3,932 $956K
A. D. Beadell Investment Counsel, Inc. 0.76% No change 3,927 $954K
Oder Investment Management, LLC 0.82% No change 3,916 $952K
Bartlett & Co. Wealth Management LLC 0.01% Add +1.9% 3,915 $952K
Hengehold Capital Management LLC 0.09% Add +190.5% 3,893 $946K
Commons Capital, LLC 1.04% Reduce -2.5% 3,888 $945K
626 Financial, LLC 0.52% No change 3,876 $942K
Glenview Trust Co 0.02% Add +15.4% 3,875 $942K
Busey Bank 0.03% Add +8.7% 3,872 $941K
Diversified Trust Co. 0.02% Add +31.1% 3,854 $937K
Horizon Kinetics Asset Management LLC 0.01% Reduce -1.5% 3,836 $932K
McGuire Investment Group, LLC 0.13% Add +3.5% 3,824 $929K
Tradewinds, LLC. 0.29% New 3,816 $928K
Camden National Bank 0.13% Add +2.4% 3,814 $927K
Visionary Horizons, LLC 0.62% No change 3,813 $927K
Columbia Asset Management 0.16% New 3,811 $926K
Vaughan David Investments LLC 0.02% Reduce -0.3% 3,776 $918K
JFS Wealth Advisors, LLC 0.06% Reduce -0.6% 3,740 $909K
HRT Financial LP 0.00% Reduce -79.3% 3,730 $906K
Guidance Capital, Inc. 0.28% Reduce -0.2% 3,605 $906K
Sweeney & Michel, LLC 0.36% Add +2.9% 3,604 $906K
Bedel Financial Consulting, Inc. 0.13% Add +9.5% 3,713 $902K
First Pacific Financial 0.21% Add +26400.0% 3,710 $902K
Family Manage LLC 0.15% Add +0.6% 3,710 $902K
Black Diamond Financial, LLC 0.15% Reduce -75.7% 3,696 $898K
Westshore Wealth, LLC 0.37% No change 3,680 $894K
Morton Capital Management LLC 0.18% Reduce -6.7% 3,678 $894K
Tradition Wealth Management, LLC 0.08% Add +1.9% 3,675 $893K
Vise Technologies, Inc. 0.11% Add +13.3% 3,646 $886K
Corsair Capital Management, L.P. 0.21% Add +1593.5% 3,641 $885K
AlphaQ Advisors LLC 2.47% Reduce -1.5% 3,634 $883K
Pinnacle Bancorp, Inc. 0.24% No change 3,632 $883K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 3,629 $882K
Farmers & Merchants Investments Inc. 0.03% Add +0.6% 3,625 $881K
Global Assets Advisory, LLC 0.48% New 3,578 $879K
Chico Wealth RIA 0.75% No change 3,600 $875K
Winmill & Co. Inc. 0.29% No change 3,600 $875K
Creative Financial Designs Inc. 0.07% Add +14.5% 3,597 $874K
Compagnie Lombard Odier SCmA 0.01% Reduce -4.8% 3,592 $873K
Foguth Wealth Management, LLC. 0.32% Reduce -3.5% 3,590 $870K
Nicholson Wealth Management Group, LLC 0.71% — 3,576 $869K
Nilsine Partners, LLC 0.11% Reduce -0.3% 3,572 $868K
Wolverine Asset Management LLC 0.09% No change 3,570 $868K
Chemistry Wealth Management LLC 0.21% No change 3,553 $864K
NDWM LLC 0.71% Add +24.1% 3,546 $862K
KMG Fiduciary Partners, LLC 0.07% Reduce -1.8% 3,525 $857K
Claro Advisors Inc. 0.11% Reduce -15.0% 3,521 $856K
Petix & Botte Co 0.23% No change 3,512 $854K
Reynders McVeigh Capital Management, LLC 0.04% Reduce -0.7% 3,498 $850K
Delta Financial Group, Inc. 0.32% Add +1.2% 3,492 $849K
NorthRock Partners, LLC 0.03% Reduce -14.2% 3,490 $848K
Hyperion Capital Advisors LP 0.40% No change 3,488 $848K
Beacon Capital Management, LLC 0.12% No change 3,484 $847K
Christensen, King & Associates Investment Services, Inc. 0.40% Reduce -1.4% 3,478 $845K
CCG Wealth Management, LLC 0.47% Reduce -13.1% 3,477 $845K
Amara Financial, Llc. 0.81% — 3,462 $841K
Sprott Inc. 0.05% Reduce -3.5% 3,450 $839K
Haverford Trust Co 0.01% Add +30.2% 3,450 $839K
Destiny Capital Corp 0.52% Add +0.1% 3,315 $838K
IMS Capital Management 0.38% No change 3,447 $838K
First American Trust, FSB 0.08% Add +25.3% 3,444 $837K
Kelleher Financial Advisors 0.32% Reduce -0.1% 3,439 $836K
CVA Family Office, LLC 0.14% Add +9717.1% 3,436 $835K
Moseley Investment Management Inc. 0.33% Add +0.1% 3,432 $834K
Q3 Asset Management 0.19% Add +4.4% 3,423 $832K
Bluespring Wealth Management, LLC 0.08% Reduce -4.6% 3,423 $832K
WT Wealth Management 0.27% Add +125.8% 3,302 $830K
Northwest Financial Advisors 0.66% Add +19.6% 3,412 $829K
TCFG Wealth Management, LLC 0.42% — 3,411 $829K
Insight Wealth Partners, LLC 0.50% Add +20.9% 3,401 $827K
Lodestone Wealth Management LLC 0.41% No change 3,395 $825K
Gryphon Financial Partners LLC 0.11% Add +1.5% 3,386 $823K
Sand Hill Global Advisors, LLC 0.03% Reduce -42.7% 3,386 $823K
New Century Financial Group, LLC 0.30% Reduce -0.8% 3,377 $821K
Northeast Financial Consultants Inc 0.04% Add +10.4% 3,376 $821K
Columbus Macro, LLC 0.30% Reduce -3.6% 3,341 $820K
Advance Capital Management, Inc. 0.04% Add +10.4% 3,367 $818K
Formidable Asset Management, LLC 0.13% Reduce -14.3% 3,365 $818K
Wellington Shields & Co., LLC 0.25% Add +26.4% 3,356 $816K
Samalin Investment Counsel, LLC 0.36% Add +0.0% 3,356 $816K
Bison Wealth, LLC 0.13% Add +2.7% 3,341 $812K
Soltis Investment Advisors LLC 0.08% Add +4.4% 3,314 $806K
Eastern Bank 0.01% New 3,314 $806K
Broadleaf Partners, LLC 0.19% Reduce -4.9% 3,306 $804K
Salomon & Ludwin, LLC 0.08% No change 3,305 $803K
Harrington Investments, INC 0.44% Reduce -0.6% 3,296 $801K
Roger Wittlin Investment Advisory, LLC 0.46% No change 3,287 $799K
Alaska Permanent Capital Management, LLC 0.06% New 3,280 $797K
Sonora Investment Management Group, LLC 0.06% Reduce -0.6% 3,276 $796K
Atwater Malick LLC 0.26% No change 3,274 $796K
Cambridge Advisors Inc. 0.17% Reduce -15.0% 3,272 $795K
United Capital Management of KS, Inc. 0.17% Add +217.0% 3,265 $794K
Sentinel Pension Advisors, LLC 0.15% Add +0.5% 3,265 $794K
Safe Harbor Fiduciary, LLC 0.74% — 3,264 $793K
Hudock, Inc. 0.14% Add +6.5% 3,263 $793K
Orgel Wealth Management, LLC 0.02% Reduce -6.7% 3,264 $793K
SignalPoint Asset Management, LLC 0.18% No change 3,223 $790K
Oceanside Advisors LLC 0.59% Reduce -3.4% 3,242 $788K
Acorn Wealth Advisors, LLC 0.34% Add +1.4% 3,242 $788K
Rosenberg Matthew Hamilton 0.21% No change 3,240 $788K
Blue Chip Partners, LLC 0.07% No change 3,239 $787K
Guyasuta Investment Advisors Inc. 0.05% No change 3,236 $787K
LM Advisors LLC 0.16% Reduce -9.3% 3,234 $786K
RMR Capital Management, LLC 0.67% No change 3,231 $785K
Pallas Capital Advisors LLC 0.03% Reduce -0.2% 3,106 $785K
Members Trust Co 0.03% Add +3.2% 3,228 $785K
Old Port Advisors 0.22% Add +0.5% 3,207 $779K
Advisors Capital Management, LLC 0.01% Add +6.1% 3,207 $779K
Kanawha Capital Management LLC 0.06% Add +1.4% 3,198 $777K
Prosperity Wealth Management, Inc. 0.31% Reduce -9.4% 3,197 $777K
Saxony Capital Management, LLC 0.71% Reduce -2.1% 3,194 $776K
Destiny Wealth Partners, LLC 0.14% Reduce -0.1% 3,181 $773K
Financial Partners Group, Inc 0.11% Reduce -0.6% 3,168 $770K
Azzad Asset Management Inc. 0.09% Reduce -10.0% 3,158 $768K
SOL Capital Management CO 0.09% Reduce -9.3% 3,150 $766K
WPWealth LLP 0.16% Add +1.0% 3,151 $766K
Alta Wealth Advisors LLC 0.35% Reduce -1.4% 3,150 $766K
Towercrest Capital Management 0.12% No change 3,150 $766K
Wilkinson Global Asset Management LLC 0.05% No change 3,150 $766K
Woodward Diversified Capital, LLC 0.48% Reduce -0.4% 3,144 $764K
Regatta Capital Group, LLC 0.15% Add +0.1% 3,138 $763K
United Community Bank 0.30% Reduce -26.0% 3,137 $762K
LGL Partners, LLC 0.11% No change 3,132 $761K
Secured Retirement Advisors, LLC 0.55% Reduce -6.2% 3,120 $758K
First City Capital Management, Inc. 0.39% Add +6.7% 3,120 $758K
Heritage Wealth Advisors 0.04% Add +106.9% 3,107 $755K
Berger Financial Group, Inc 0.05% Add +19.1% 3,103 $754K
Teachers Insurance & Annuity Association of America 1.15% — 3,102 $754K
MADDEN SECURITIES Corp 0.33% Add +10.9% 3,102 $754K
Emerald Advisors, LLC 0.11% New 3,000 $754K
GGM Financial LLC 0.65% Add +70.5% 3,095 $752K
Copperwynd Financial, LLC 0.22% Add +2.3% 3,072 $747K
Sage Private Wealth Group, LLC 0.59% No change 3,070 $746K
GFG Capital, LLC 0.30% Add +23.3% 4,458 $742K
JMG Financial Group, Ltd. 0.03% No change 3,052 $742K
Capital Advisors, Ltd. LLC 0.09% No change 3,050 $741K
Burns J W & Co. Inc. 0.10% No change 3,046 $740K
Total Clarity Wealth Management, Inc. 0.24% Add +6.9% 3,042 $739K
Terril Brothers, Inc. 0.25% Add +0.7% 3,041 $739K
Garrett Wealth Advisory Group, LLC 0.18% Add +118.5% 3,039 $739K
Gratus Wealth Advisors, LLC 0.12% No change 3,020 $737K
BSW Wealth Partners 0.11% Reduce -9.2% 3,031 $737K
Aspiriant, LLC 0.03% Add +8.7% 3,021 $734K
Flaharty Asset Management, LLC 0.10% No change 3,009 $731K
Diversified, LLC 0.08% No change 3,008 $731K
Diversified Enterprises, LLC 0.08% — 3,008 $731K
West Michigan Advisors, LLC 0.22% Add +42.4% 3,001 $729K
Timber Creek Capital Management LLC 0.20% No change 3,000 $729K
Allen Capital Group, LLC 0.09% Add +2.0% 2,980 $724K
Atlas Financial Advisors, Inc. 1.14% Add +12.9% 2,966 $721K
Pettyjohn, Wood & White, Inc. 0.13% No change 2,950 $717K
Canal Capital Management, LLC 0.11% Reduce -35.5% 2,933 $713K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +18.6% 2,933 $713K
Taylor & Morgan Wealth Management, LLC 0.48% Add +1.7% 2,919 $709K
Archer Investment Corp 0.19% No change 2,916 $709K
UMB Bank, n.a. 0.01% Reduce -8.8% 2,910 $707K
DBK Financial Counsel, LLC 0.71% Reduce -3.3% 2,904 $706K
Orleans Capital Management Corp. 0.40% Reduce -3.3% 2,900 $705K
Jacobsen Capital Management 0.30% No change 2,898 $704K
Indie Asset Partners, LLC 0.53% Reduce -3.0% 2,897 $704K
Peregrine Asset Advisers, Inc. 0.24% Reduce -87.2% 2,886 $701K
Marino, Stram & Associates LLC 0.16% Add +0.4% 2,886 $701K
Investment Advisory Group, LLC 0.24% No change 2,871 $698K
Breed's Hill Capital LLC 0.57% No change 2,870 $698K
Finivi Inc. 0.57% Reduce -0.6% 2,870 $698K
Leavell Investment Management, Inc. 0.03% Add +9.1% 2,856 $694K
Frontier Asset Management, LLC 0.23% Reduce -6.9% 2,853 $693K
Lanark Financial, Inc. 0.06% Reduce -2.2% 2,855 $693K
Heartwood Wealth Advisors LLC 0.08% No change 2,849 $692K
Paragon Financial Partners, Inc. 0.51% Add +2.9% 2,837 $690K
Darwin Wealth Management, LLC 0.19% Add +96.4% 2,828 $687K
Appleton Partners Inc. 0.05% Reduce -12.8% 2,826 $687K
Legacy PCG, LLC 0.49% New 2,825 $687K
Stephens Consulting, LLC 0.18% No change 2,823 $686K
Xcel Wealth Management, LLC 0.20% No change 2,820 $685K
Clearbridge Investments, LLC 0.00% Reduce -4.6% 2,816 $684K
MSH Capital Advisors LLC 0.21% Add +2.1% 2,814 $684K
Apollon Financial, LLC 0.20% Add +0.1% 2,812 $683K
HHM Wealth Advisors, LLC 0.10% Reduce -7.9% 2,807 $682K
Hartford Financial Management Inc. 0.14% No change 2,805 $682K
Granite FO LLC 0.39% No change 2,800 $681K
Hillcrest Wealth Advisors - NY, LLC 0.34% No change 2,800 $681K
Blue Bell Private Wealth Management, LLC 0.13% Reduce -2.3% 2,791 $678K
Lam Group, Inc. 0.48% Add +0.7% 2,780 $676K
Austin Private Wealth, LLC 0.07% Add +47.1% 2,774 $674K
Piedmont Capital Management, LLC 0.41% Add +3.8% 2,715 $674K
SYM FINANCIAL Corp 0.09% Add +26.2% 2,768 $673K
M. Kraus & Co 0.20% Reduce -5.2% 2,765 $672K
O'ROURKE & COMPANY, Inc 0.34% Add +6.6% 2,761 $671K
Towne Trust Company, N.A 0.24% No change 2,760 $671K
Pacific Center for Financial Services 0.18% Add +1.9% 2,757 $670K
SouthState Bank Corp 0.05% Reduce -0.1% 2,754 $669K
Doliver Advisors, LP 0.18% Reduce -12.6% 2,746 $667K
Provident Wealth Management, LLC 0.23% Reduce -13.5% 2,727 $663K
Country Club Bank 0.04% Reduce -14.4% 2,701 $662K
Wealthspan Partners, LLC 0.33% Add +0.4% 2,715 $660K
Trustmark Bank Trust Department 0.05% Reduce -8.7% 2,708 $658K
Garden State Investment Advisory Services LLC 0.21% Reduce -40.3% 2,695 $655K
Principle Wealth Partners LLC 0.05% Reduce -1.6% 2,695 $655K
Discipline Wealth Solutions, LLC 0.35% New 2,692 $654K
Henrickson Nauta Wealth Advisors, Inc. 0.26% No change 2,689 $654K
Armstrong Advisory Group, Inc. 0.05% Add +12.9% 2,686 $653K
Chicago Partners Investment Group LLC 0.02% Add +9.9% 2,602 $653K
Heritage Investment Group, Inc. 0.12% Add +2.7% 2,681 $652K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% Add +3.9% 2,681 $652K
Alliance Wealth Advisors, LLC 0.17% Reduce -6.1% 2,677 $651K
Howard Financial Services, LTD. 0.09% Add +0.6% 2,674 $650K
Miramar Capital, LLC 0.15% Reduce -0.4% 2,640 $642K
Global Financial Private Client, LLC 0.25% Add +23.9% 2,628 $639K
Pinnacle Wealth Planning Services, Inc. 0.09% No change 2,622 $637K
Cypress Capital Group 0.07% Reduce -0.9% 2,607 $634K
Financial Sense Advisors, Inc. 0.17% Reduce -0.2% 2,599 $632K
ProVise Management Group, LLC 0.05% Add +10.3% 2,599 $632K
Diversify Wealth Management, LLC 0.06% New 2,518 $632K
Klingenstein Fields & Co. LP 0.03% No change 2,591 $630K
Legacy Financial Advisors, Inc. 0.11% Add +126.3% 2,589 $629K
Winthrop Advisory Group LLC 0.08% Add +4.9% 2,586 $628K
Waldron Private Wealth LLC 0.03% Add +10.2% 2,580 $627K
Robinswood Financial LLC 0.23% Add +1.2% 2,578 $627K
Vertex Planning Partners, LLC 0.15% Add +14.2% 2,575 $626K
Kohmann Bosshard Financial Services, LLC 0.08% No change 2,575 $626K
Verition Fund Management LLC 0.00% Reduce -79.6% 2,570 $625K
Thompson Davis & Co., Inc. 0.46% Add +25.8% 2,562 $623K
Bridgewealth Advisory Group, LLC 0.23% Add +1.3% 2,561 $622K
Tsfg, LLC 0.14% Add +0.1% 2,554 $621K
SAM Advisors, LLC 0.23% No change 2,548 $619K
Swisher Financial Concepts, Inc. 0.39% Add +4.6% 2,520 $617K
GYL Financial Synergies, LLC 0.05% Add +2.2% 2,530 $615K
Cardinal Point Capital Management ULC 0.10% No change 2,528 $614K
Vanguard Group Inc. 0.00% Reduce -49.5% 2,508 $610K
Smith & Howard Wealth Management, LLC 0.17% No change 2,505 $609K
Chesapeake Wealth Management 0.21% Add +1.2% 2,503 $608K
Archford Capital Strategies, LLC 0.09% No change 2,481 $608K
Eschler Asset Management LLP 0.91% New 2,500 $608K
Fractal Investments LLC 0.10% New 2,500 $608K
LaSalle St. Investment Advisors, LLC 0.24% Reduce -1.9% 2,498 $607K
Forza Wealth Management, LLC 0.28% No change 2,496 $607K
Lincoln Capital LLC 0.13% Reduce -1.1% 2,491 $605K
Dunhill Financial, LLC 0.31% No change 2,486 $604K
Channel Wealth LLC 0.20% Add +0.1% 2,481 $603K
Heritage Investors Management Corp. 0.02% Add +123.1% 2,476 $602K
MTM Investment Management, LLC 0.23% Reduce -14.6% 2,455 $601K
M&R Capital Management Inc. 0.13% Add +4.2% 2,470 $600K
Strategic Financial Concepts, LLC 0.19% Reduce -99.5% 2,465 $599K
Wealth Alliance, LLC 0.07% Reduce -16.9% 2,459 $598K
JB Capital LLC 0.03% No change 2,459 $598K
Inspire Advisors, LLC 0.07% Add +4.4% 2,455 $597K
Welch & Forbes LLC 0.01% Reduce -13.3% 2,453 $596K
Sunbelt Securities, Inc. 0.06% Add +15.9% 2,452 $596K
Tidemark, LLC 0.24% Reduce -2.5% 2,450 $596K
Pavion Blue Capital, LLC 0.28% No change 2,448 $595K
Badgley Phelps Wealth Managers, LLC 0.01% Add +1.8% 2,445 $594K
United Bank 0.27% No change 2,441 $593K
Single Point Partners, LLC 0.95% New 2,439 $593K
Southland Equity Partners LLC 0.14% Reduce -0.4% 2,436 $592K
Outlook Wealth Advisors, LLC 0.17% Add +26.4% 2,434 $592K
Ethos Financial Group, LLC 0.10% Reduce -71.6% 2,423 $589K
Rinkey Investments 0.19% Reduce -86.9% 2,422 $589K
Thomasville National Bank 0.04% No change 2,422 $589K
AIFG Consultants Ltd. 0.45% Add +32.6% 2,419 $588K
Chilton Capital Management LLC 0.02% Add +0.4% 2,417 $587K
Nottingham Advisors, Inc. 0.06% No change 2,404 $584K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 2,398 $583K
Van Cleef Asset Management,Inc 0.06% No change 2,393 $582K
Twin Lakes Capital Management, LLC 0.37% No change 2,390 $581K
Fiduciary Alliance LLC 0.08% Add +40.5% 2,385 $580K
Cutler Investment Counsel LLC 0.07% Reduce -5.0% 2,381 $579K
Bourne Lent Asset Management Inc. 0.22% No change 2,375 $577K
BLB&B Advisors, LLC 0.03% Add +0.0% 2,372 $577K
Running Point Capital Advisors, LLC 0.22% Add +8.8% 2,362 $574K
Prio Wealth Limited Partnership 0.02% No change 2,360 $574K
Founders Financial Alliance, LLC 0.16% No change 2,359 $573K
Patron Partners, LLC 0.32% Add +2.4% 2,358 $573K
Gilliland Jeter Wealth Management LLC 0.18% No change 2,347 $570K
Kingfisher Capital LLC 0.13% Reduce -6.5% 2,346 $570K
Money Concepts Capital Corp. 0.04% Add +22.0% 2,346 $570K
Quadrant Capital Group LLC 0.04% No change 2,342 $569K
Titleist Asset Management, LLC 0.08% Add +2.5% 2,335 $568K
Steel Grove Capital Advisors, LLC 0.08% Reduce -25.7% 2,315 $567K
Clay Northam Wealth Management, LLC 0.39% Add +1.9% 2,328 $566K
Cornerstone Wealth Group, LLC 0.05% Reduce -2.1% 2,323 $565K
VestGen Investment Management 0.16% New 2,322 $564K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -1.3% 2,321 $564K
KCM Investment Advisors LLC 0.02% Reduce -1.7% 2,321 $564K
Gsa Capital Partners LLP 0.04% New 2,320 $564K
CWS Financial Advisors, LLC 0.20% Add +20.8% 2,320 $564K
Werba Rubin Papier Wealth Management 0.13% No change 2,317 $563K
Ascent Group, LLC 0.04% Add +35.7% 2,315 $563K
Windsor Capital Management, LLC 0.16% No change 2,312 $562K
Argent Financial Group, Inc. 0.07% — 2,311 $562K
Provenance Wealth Advisors, LLC 0.07% Add +0.5% 2,306 $560K
180 Wealth Advisors, LLC 0.09% Reduce -0.7% 2,303 $560K
Tiaa Trust, National Association 0.00% Add +117.7% 2,299 $559K
NTV Asset Management LLC 0.07% Add +8.3% 2,297 $558K
Ledyard National Bank 0.05% Reduce -1.8% 2,291 $557K
Cooper Financial Group 0.07% Add +0.9% 2,287 $556K
Fulton Breakefield Broenniman LLC 0.04% Add +0.7% 2,280 $554K
Fsa Wealth Partners, Inc. 0.13% Add +2.4% 2,279 $554K
Rothschild Investment LLC 0.04% Reduce -5.7% 2,273 $552K
Tucker Asset Management LLC 0.13% Add +0.4% 2,271 $552K
Penobscot Investment Management Company, Inc. 0.05% No change 2,270 $552K
Manchester Financial Inc. 0.12% Add +4.3% 2,267 $551K
LRI Investments, LLC 0.05% Add +43.3% 2,315 $549K
Ritter Daniher Financial Advisory LLC / DE 0.16% Reduce -2.2% 2,239 $544K
Diligent Investors, LLC 0.13% Add +4.7% 2,230 $542K
Daymark Wealth Partners, LLC 0.02% Reduce -0.4% 2,227 $541K
Winch Advisory Services, LLC 0.15% No change 2,223 $540K
Keudell/Morrison Wealth Management 0.15% No change 2,220 $540K
jvl associates llc 0.21% No change 2,219 $539K
Keystone Financial Group 0.07% Add +12.2% 2,215 $538K
Consolidated Capital Management, LLC 0.23% No change 2,215 $538K
Tempus Wealth Planning, LLC 0.20% Add +2.8% 2,207 $536K
Beaumont Financial Advisors, LLC 0.04% Add +0.5% 2,200 $535K
Jackson Hole Capital Partners, LLC 0.11% No change 2,199 $534K
Hilltop National Bank 0.16% No change 2,193 $533K
Smithfield Trust Co 0.03% No change 2,193 $533K
Alkeme Wealth, LLC 0.24% No change 2,191 $533K
American Asset Management Inc. 0.57% Reduce -17.1% 2,177 $529K
MTM Financial Group, LLC 0.32% No change 2,171 $528K
Shariaportfolio, Inc. 0.28% Reduce -23.2% 2,170 $527K
4J Wealth Management LLC 0.41% No change 2,165 $526K
Crane Advisory, LLC 0.10% Add +14.2% 2,170 $526K
Investment Partners Asset Management, Inc. 0.43% No change 2,161 $525K
Capital City Trust Co. 0.13% Add +9.0% 2,155 $524K
Second Line Capital, LLC 0.14% Add +0.3% 2,151 $523K
BlueSky Wealth Advisors, LLC 0.08% No change 2,148 $522K
Well Done, LLC 0.10% No change 2,146 $522K
Kelly Financial Services LLC 0.19% Add +32.1% 2,146 $521K
Alhambra Investment Management LLC 0.27% Reduce -4.1% 2,143 $521K
ARK & TLK Investments, LLC 0.19% No change 2,143 $521K
Albion Financial Group 0.04% Reduce -0.9% 2,140 $520K
Arcataur Capital Management LLC 0.18% No change 2,135 $519K
Tobias Financial Advisors, Inc. 0.10% Add +20.6% 2,133 $518K
Strategy Asset Managers LLC 0.10% Reduce -18.4% 2,130 $518K
Jmac Enterprises LLC 0.08% Add +49.0% 2,127 $517K
Lion Street Advisors, LLC 0.18% Add +18.7% 2,122 $516K
Wolff Financial Management LLC 0.14% No change 2,113 $514K
Avenir Corp. 0.05% No change 2,114 $514K
ZynergyRetirementPlanningLLC 0.36% Add +17.0% 2,113 $514K
Capital Management Associates, Inc 0.21% Reduce -12.8% 2,111 $513K
Prosperity Financial Group, Inc. 0.29% No change 2,109 $513K
Independence Bank of Kentucky 0.11% Add +5.7% 2,102 $511K
Mather Group, Llc. 0.01% Reduce -36.4% 2,099 $510K
Florida Financial Advisors, LLC 0.26% New 2,096 $510K
Allen Mooney & Barnes Investment Advisors LLC 0.09% No change 2,095 $509K
Geller Advisors LLC 0.04% New 2,092 $508K
James J. Burns & Company, LLC 0.09% Reduce -0.8% 2,090 $508K
West Paces Advisors Inc. 0.12% Reduce -2.9% 2,088 $508K
Range Financial Group LLC 0.70% Reduce -2.6% 2,087 $507K
American Investment Services, Inc. 0.08% Add +16.8% 2,074 $504K
Prism Advisors, Inc. 0.14% No change 2,071 $503K
NCM Capital Management, LLC 0.24% Add +6.2% 2,070 $503K
Litman Gregory Wealth Management LLC 0.04% No change 2,063 $501K
GC Wealth Management RIA, LLC 0.09% No change 2,057 $500K
Cedar Wealth Management, LLC 0.16% Reduce -29.6% 2,056 $500K
Octavia Wealth Advisors, LLC 0.06% Reduce -12.8% 2,056 $500K
Meridian Wealth Partners, LLC 0.08% Add +5.9% 2,051 $499K
Beaird Harris Wealth Management, LLC 0.04% Add +25.4% 2,051 $499K
Tarbox Family Office, Inc. 0.08% No change 2,045 $497K
Iron Gate Global Advisors LLC 0.07% Add +12.8% 2,043 $497K
Navellier & Associates Inc. 0.07% Reduce -74.0% 2,041 $496K
L. Roy Papp & Associates, LLP 0.06% Add +0.9% 2,038 $495K
Dover Advisors, LLC 0.28% Reduce -10.1% 2,035 $495K
Chatham Capital Group, Inc. 0.08% No change 2,031 $494K
Fisher Asset Management 0.00% Reduce -58.1% 2,029 $493K
One Charles Private Wealth Services, LLC 0.19% Reduce -2.5% 2,025 $492K
Hazlett, Burt & Watson, Inc. 0.23% Reduce -3.3% 2,019 $492K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -34.5% 2,021 $491K
Wealth Effects LLC 0.17% Add +1.3% 2,013 $489K
Lafayette Investments, Inc. 0.10% No change 2,013 $489K
First National Bank Sioux Falls 0.22% Reduce -43.6% 2,000 $486K
Chemung Canal Trust Co. 0.10% No change 2,000 $486K
Tectonic Advisors LLC 0.03% Reduce -1.2% 1,987 $483K
Duncker Streett & Co. Inc. 0.09% Add +5.1% 1,986 $483K
Horrell Capital Management, Inc. 0.14% No change 1,985 $482K
Cook Wealth, LLC 0.24% No change 1,871 $482K
Coppell Advisory Solutions LLC 0.07% Add +6.3% 1,958 $480K
Hennion & Walsh Asset Management, Inc. 0.02% No change 1,956 $479K
Meritage Portfolio Management 0.03% No change 1,970 $479K
Cornerstone Capital, Inc. 0.04% No change 1,960 $476K
Hamilton Point Investment Advisors, LLC 0.09% No change 1,959 $476K
Guardian Wealth Advisors, LLC / NC 0.05% Reduce -1.6% 1,958 $476K
Atlas Brown,Inc. 0.16% Reduce -0.4% 1,956 $475K
Apriem Advisors 0.06% No change 1,956 $475K
Purus Wealth Management, LLC 0.20% Reduce -1.7% 1,950 $474K
Bienville Capital Management, LLC 0.12% Add +12.6% 1,942 $472K
Madden Advisory Services, Inc. 0.22% Reduce -3.1% 1,940 $472K
Willis Johnson & Associates, Inc. 0.04% Add +54.1% 1,940 $472K
Caldwell Trust Co 0.05% Add +1.3% 1,938 $471K
Canandaigua National Trust Co of Florida 0.40% — 1,936 $471K
Allegheny Financial Group 0.12% No change 1,933 $470K
MKT Advisors LLC 0.22% No change 1,906 $468K
Capital Advisors Wealth Management, LLC 0.09% Reduce -7.7% 1,924 $468K
KG Capital Management 0.15% Reduce -2.1% 1,918 $466K
Cidel Asset Management Inc. 0.03% No change 1,914 $465K
HUB Investment Partners, LLC 0.02% Add +14.6% 1,912 $465K
Virtus Family Office LLC 0.61% Add +4.6% 1,910 $464K
Schechter Investment Advisors, LLC 0.03% Reduce -29.5% 1,909 $464K
McAdam, LLC 0.03% Reduce -2.3% 1,906 $463K
Mayfair Advisory Group, LLC 0.29% Add +9.8% 1,890 $463K
Richardson Financial Services Inc. 0.29% Add +3.5% 2,143 $463K
LifeGuide Financial Advisors, LLC 0.20% No change 1,903 $463K
Guidance Point Advisors, LLC 0.14% No change 1,903 $463K
Element Wealth, LLC 0.24% Reduce -2.9% 1,900 $462K
Arrow Financial Corp 0.04% No change 1,897 $461K
Capital Asset Advisory Services LLC 0.02% Add +6.0% 1,899 $460K
Lifeworks Advisors, LLC 0.09% New 1,891 $460K
Bulltick Wealth Management, LLC 0.11% Add +56.3% 1,886 $458K
Advisory Alpha, LLC 0.02% Add +12.1% 1,883 $458K
Cavalier Investments, LLC 0.14% Reduce -4.7% 1,873 $455K
Colton Groome Financial Advisors, LLC 0.17% No change 1,872 $455K
Eagle Capital Management, LLC 0.19% No change 1,872 $455K
Sheaff Brock Investment Advisors, LLC 0.04% Add +6.1% 1,870 $455K
Safeguard Investment Advisory Group, LLC 0.13% Reduce -2.3% 1,868 $454K
Uhlmann Price Securities, LLC 0.36% — 1,867 $454K
Signature Wealth Management Partners, LLC 0.33% Add +1.1% 1,865 $453K
Sage Rhino Capital LLC 0.10% No change 1,860 $452K
Dearborn Partners LLC 0.02% No change 1,860 $452K
Institute for Wealth Management, LLC. 0.06% Add +0.1% 1,855 $451K
Azimuth Capital Investment Management LLC 0.02% Add +1.0% 1,849 $449K
Essex LLC 0.09% No change 1,847 $449K
First Financial Bank - Trust Division 0.04% Reduce -20.4% 1,836 $446K
Invst, LLC 0.05% Reduce -9.6% 1,836 $446K
Atlas Capital Advisors Inc. 0.07% No change 1,833 $446K
TCI Wealth Advisors, Inc. 0.04% Add +6.0% 1,832 $445K
Annex Advisory Services, LLC 0.01% New 1,829 $445K
Bull Street Advisors, LLC 0.21% No change 1,827 $444K
Diamant Asset Management, Inc. 0.28% No change 1,825 $444K
Williams & Novak, LLC 0.41% No change 1,824 $443K
Fairhaven Wealth Management, LLC 0.14% No change 1,824 $443K
Rakuten Securities, Inc. 0.19% Add +103.0% 1,823 $443K
Jackson, Grant Investment Advisers, Inc. 0.17% Add +28.3% 1,823 $443K
Mach-1 Financial Group, LLC 0.27% No change 1,819 $442K
Avion Wealth 0.12% No change 1,815 $441K
Nemes Rush Group LLC 0.06% No change 2,140 $440K
Alpha Cubed Investments, LLC 0.02% Reduce -0.8% 1,810 $440K
Capital Advisors Inc. 0.01% Reduce -0.9% 1,810 $440K
Baker Avenue Asset Management, LP 0.01% Reduce -47.8% 1,809 $440K
WealthPLAN Partners, LLC 0.06% Reduce -14.5% 1,808 $439K
Certuity, LLC 0.05% Reduce -1.6% 1,807 $439K
Avondale Wealth Management 0.28% Reduce -0.4% 1,802 $438K
Bramshill Investments, LLC 0.05% No change 1,800 $438K
Absolute Capital Management, LLC 0.26% Add +14.8% 1,795 $436K
Team Hewins, LLC 0.17% New 1,789 $435K
Clarus Group, Inc. 0.18% No change 1,785 $434K
Trilogy Capital Inc. 0.02% Add +32.6% 1,784 $434K
Courage Miller Partners, LLC 0.14% No change 1,775 $431K
Tennessee Valley Asset Management Partners 0.07% Add +1.5% 1,775 $431K
Auxano Advisors, LLC 0.11% No change 1,770 $430K
Quadrant Private Wealth Management, LLC 0.11% No change 1,770 $430K
Breakwater Investment Management 0.18% Add +1.9% 1,767 $429K
Navis Wealth Advisors, LLC 0.46% No change 1,764 $429K
Trexquant Investment LP 0.01% Reduce -70.6% 1,762 $428K
Guardian Asset Advisors, LLC 0.29% Add +17.7% 1,761 $428K
Alpha Omega Wealth Management LLC 0.08% No change 1,758 $427K
Financial Engines Advisors L.L.C. 0.00% Reduce -39.5% 1,756 $427K
RB Capital Management, LLC 0.11% No change 1,754 $426K
Cypress Capital, LLC 0.11% Add +7.8% 1,750 $425K
Klingman & Associates, LLC 0.03% Add +0.3% 1,748 $425K
Ameraudi Asset Management, Inc. 0.19% New 1,747 $425K
Gateway Wealth Partners, LLC 0.12% Reduce -67.7% 1,740 $423K
Aire Advisors, LLC 0.09% No change 1,733 $421K
Edge Wealth Management LLC 0.08% No change 1,732 $421K
Hexagon Capital Partners LLC 0.08% No change 1,732 $421K
Cadence Bank 0.03% No change 1,732 $421K
Manhattan West Asset Management, LLC 0.11% Reduce -1.0% 1,729 $420K
Brave Asset Management Inc. 0.10% No change 1,722 $419K
Legacy Trust 0.10% No change 1,716 $417K
Clark Asset Management, LLC 0.09% Add +1.7% 1,709 $415K
Physician Wealth Advisors, Inc. 0.07% Add +19.4% 1,689 $415K
Talon Private Wealth, LLC 0.09% — 1,707 $415K
Artemis Wealth Advisors, LLC 0.07% No change 1,706 $415K
JBR Co Financial Management Inc 0.27% No change 1,705 $414K
Silvia McColl Wealth Management, LLC 0.31% No change 1,703 $414K
Sandbox Financial Partners, LLC 0.15% New 1,703 $414K
Tritonpoint Wealth, LLC 0.04% Add +13.5% 1,685 $413K
German American Bancorp, Inc. 0.04% Reduce -11.6% 1,697 $412K
ZWJ Investment Counsel Inc. 0.02% No change 1,695 $412K
IVC Wealth Advisors LLC 0.23% Reduce -8.3% 1,692 $411K
Somerset Trust Co 0.15% Reduce -4.1% 1,690 $411K
Buffington Mohr McNeal 0.07% Add +23.9% 1,690 $411K
Clearview Wealth Advisors LLC 0.32% No change 1,685 $410K
Logan Capital Management Inc. 0.02% Reduce -0.1% 1,682 $409K
Barlow Wealth Partners, LLC 0.05% No change 1,674 $409K
Concorde Asset Management, LLC 0.23% Reduce -13.9% 1,678 $408K
Quantum Portfolio Management LLC 0.22% No change 1,675 $407K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.15% Reduce -0.6% 1,609 $407K
Madrona Financial Services, LLC 0.11% Reduce -0.4% 1,665 $405K
Cornerstone Management, Inc. 0.08% Reduce -0.9% 1,665 $405K
Fullcircle Wealth LLC 0.18% Add +12.4% 1,596 $404K
New Republic Capital, LLC 0.23% New 1,657 $403K
Wealth Management Partners, LLC 0.19% Reduce -4.2% 1,655 $402K
Nicollet Investment Management, Inc. 0.14% No change 1,650 $401K
Resonant Capital Advisors, LLC 0.03% New 1,649 $401K
Insight Advisors, LLC/ PA 0.07% Add +11.5% 1,644 $400K
MBE Wealth Management, LLC 0.22% Reduce -5.5% 1,641 $399K
Roman Butler Fullerton & Co. 0.12% Add +17.8% 1,617 $398K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -3.0% 1,635 $397K
Financial Gravity Companies, Inc. 0.11% — 1,633 $397K
Blume Capital Management, Inc. 0.09% No change 1,630 $396K
All Terrain Financial Advisors, LLC 0.15% No change 1,628 $396K
Main Line Retirement Advisors, LLC 0.27% No change 1,625 $395K
Howe & Rusling Inc. 0.03% Add +4.5% 1,623 $394K
Spectrum Wealth Advisory Group, LLC 0.22% No change 1,615 $393K
Sage Financial Group Inc. 0.03% No change 1,614 $392K
Ranch Capital Advisors Inc. 0.18% Add +29.1% 1,613 $392K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Add +7.5% 1,612 $392K
Connable Office Inc. 0.04% Add +7.5% 1,611 $392K
Estate Counselors, LLC 0.04% New 1,607 $391K
Lesa Sroufe & Co 0.36% No change 1,600 $389K
Chelsea Counsel Co. 0.19% No change 1,600 $389K
IvyRock Asset Management (HK) Ltd 0.17% New 1,600 $389K
Cypress Wealth Services, LLC 0.08% Add +17.6% 1,600 $389K
Paloma Partners Management Co 0.03% New 1,600 $389K
Centerpoint Advisors, LLC 0.13% No change 1,587 $386K
Eagle Harbor Asset Management Inc. 0.38% Add +3.3% 1,585 $385K
Dagco, Inc. 0.16% No change 1,580 $384K
MeadowBrook Investment Advisors LLC 0.35% Add +9.2% 1,578 $384K
NFSG Corp 0.13% Add +32.0% 1,578 $384K
Biltmore Family Office, LLC 0.07% No change 1,577 $383K
Mosaic Family Wealth Partners, LLC 0.06% Reduce -3.5% 1,572 $382K
Essex Bank 0.10% Reduce -3.9% 1,571 $382K
Interactive Financial Advisors, Inc. 0.20% Add +2.1% 1,566 $381K
Paladin Advisory Group, LLC 0.28% No change 1,565 $380K
Bremer Bank National Association 0.07% Add +45.0% 1,565 $380K
Bigelow Investment Advisors, LLC 0.17% No change 1,564 $380K
TPG Advisors LLC 0.30% No change 1,558 $379K
Adamsbrown Wealth Consultants LLC 0.13% Reduce -12.8% 1,557 $378K
Anchor Investment Management, LLC 0.04% Reduce -0.4% 1,556 $378K
Avaii Wealth Management, LLC 0.19% No change 1,554 $378K
Human Investing LLC 0.07% Add +10.2% 1,550 $377K
Northside Capital Management, LLC 0.06% No change 1,548 $376K
KPP Advisory Services LLC 0.09% Reduce -1.8% 1,546 $376K
Brick & Kyle, Associates 0.16% Reduce -81.0% 653 $375K
Legacy Capital Group California, Inc. 0.12% Reduce -6.3% 1,539 $374K
Keynote Financial Services LLC 0.29% No change 1,539 $374K
Liberty Wealth Management LLC 0.06% Reduce -0.1% 1,537 $374K
Cypress Asset Management Inc. 0.09% Reduce -5.0% 1,535 $373K
L & S Advisors Inc 0.04% Reduce -0.8% 1,534 $373K
Plante Moran Financial Advisors, LLC 0.03% Reduce -16.7% 1,533 $373K
Parker Investment Management, LLC 0.06% Add +12.5% 1,532 $372K
AlphaMark Advisors, LLC 0.13% Reduce -7.3% 1,531 $372K
Garde Capital, Inc. 0.02% No change 1,528 $371K
Traynor Capital Management, Inc. 0.03% Reduce -4.5% 1,525 $371K
Centiva Capital, LP 0.02% Reduce -10.5% 1,522 $370K
Stablepoint Partners, LLC 0.07% Add +1.3% 1,520 $369K
Crestmont Private Wealth LLC 0.16% No change 1,516 $368K
Blue Zone Wealth Advisors, LLC 0.11% Reduce -7.9% 1,515 $368K
Main Management LLC 0.03% No change 1,516 $368K
Royal Fund Management, LLC 0.03% New 1,514 $368K
CFO4Life Group, LLC 0.07% No change 1,513 $368K
Kaizen Financial Strategies 0.21% Reduce -1.5% 1,512 $368K
Cutter & CO Brokerage, Inc. 0.08% Reduce -27.1% 1,512 $368K
Aviance Capital Partners, LLC 0.05% Reduce -15.8% 1,509 $367K
Smartleaf Asset Management LLC 0.04% Add +257.8% 1,492 $366K
Clear Point Advisors Inc. 0.28% Reduce -28.8% 1,504 $366K
Barrett & Company, Inc. 0.16% No change 1,501 $365K
Sage Mountain Advisors LLC 0.03% Reduce -18.0% 1,501 $365K
Hara Capital LLC 0.23% No change 1,500 $365K
Catalyst Private Wealth, LLC 0.18% No change 1,500 $365K
Bard Associates Inc. 0.12% Reduce -11.8% 1,500 $365K
Aquire Wealth Advisors, LLC 0.11% Reduce -0.3% 1,500 $365K
China Universal Asset Management Co., Ltd. 0.04% Reduce -87.0% 1,500 $365K
DF Dent & Co. Inc. 0.00% No change 1,500 $365K
Durante & Waters, LLC 0.31% No change 1,497 $364K
Goepper Burkhardt LLC 0.15% Add +4.5% 1,495 $363K
Worth Financial Advisory Group, LLC 0.21% Reduce -0.4% 1,492 $363K
First Bancorp, Inc 0.25% New 1,480 $360K
Key Client Fiduciary Advisors, LLC 0.16% Add +9.6% 1,470 $357K
GPS Wealth Strategies Group, LLC 0.05% Add +32.7% 1,470 $357K
Allred Capital Management, LLC 0.14% No change 1,469 $357K
Mittelman Wealth Management 0.20% No change 1,468 $357K
Chicago Capital, LLC 0.01% Reduce -6.0% 1,463 $356K
Cordgrass Capital Advisors, LLC 0.10% No change 1,461 $355K
Mengis Capital Management, Inc. 0.07% Add +2.5% 1,459 $355K
Asset Dedication, LLC 0.02% Add +2.0% 1,455 $354K
McKinley Carter Wealth Services, Inc. 0.02% No change 1,455 $354K
Hendershot Investments Inc. 0.05% New 1,455 $354K
Sigma Investment Counselors Inc. 0.02% No change 1,451 $353K
Cullinan Associates Inc. 0.02% Reduce -5.1% 1,400 $352K
Strengthening Families & Communities, LLC 0.09% Add +13.8% 1,440 $350K
Angeles Wealth Management, LLC 0.03% Reduce -4.4% 1,440 $350K
Successful Portfolios LLC 0.24% Add +8.3% 1,437 $349K
Mathes Company, Inc. 0.12% No change 1,435 $349K
Baron Silver Stevens Financial Advisors, LLC 0.06% No change 1,435 $349K
Vance Wealth, LLC 0.13% Reduce -12.3% 1,432 $348K
Union Savings Bank 0.17% No change 1,430 $348K
HTLF Bank 0.04% Reduce -24.0% 1,425 $346K
Hantz Financial Services, Inc. 0.01% Reduce -0.2% 1,422 $346K
Fortitude Advisory Group L.L.C. 0.22% Reduce -3.6% 1,421 $345K
Sound Financial Strategies Group, LLC 0.28% No change 1,420 $345K
Stewardship Advisors, LLC 0.10% No change 1,417 $344K
Overbrook Management Corp 0.08% Reduce -6.9% 1,411 $343K
Cedrus LLC 0.13% Reduce -10.8% 1,410 $343K
Compton Wealth Advisory Group, LLC 0.09% Add +3.2% 1,409 $342K
Panoramic Investment Advisors, LLC 0.24% — 1,405 $341K
Colonial River Investments, LLC 0.17% Reduce -5.6% 1,401 $341K
Thomas J. Herzfeld Advisors, Inc. 0.11% No change 1,398 $340K
Arbor Investment Advisors, LLC 0.04% Reduce -16.5% 1,391 $338K
Cornerstone Advisors Asset Management, LLC 0.07% Add +27.5% 1,390 $338K
Transcendent Capital Group LLC 0.17% Reduce -90.4% 1,386 $337K
Copperleaf Capital, LLC 0.26% No change 1,384 $336K
Penobscot Wealth Management 0.18% Reduce -7.2% 1,377 $335K
Bluesphere Advisors LLC 0.17% New 1,378 $335K
BTS Asset Management, Inc. 0.32% New 1,377 $335K
Eldridge Investment Advisors, Inc. 0.08% No change 1,376 $334K
Nikulski Financial, Inc. 0.10% Add +0.7% 1,374 $334K
Rockingstone Advisors LLC 0.16% No change 1,373 $334K
Jessup Wealth Management, Inc 0.15% No change 1,373 $334K
Patton Albertson Miller Group, LLC 0.05% Add +1.1% 1,366 $332K
Ameritas Investment Partners, Inc. 0.01% Add +27.2% 1,355 $329K
Wolf Group Capital Advisors 0.16% Add +9.2% 1,842 $328K
Sterneck Capital Management, LLC 0.18% No change 1,350 $328K
TFG Advisers LLC 0.12% No change 1,345 $327K
Ignite Planners, LLC 0.07% New 1,343 $326K
Sageworth Trust Co of South Dakota 0.42% No change 1,335 $324K
Obsidian Cio, LLC 0.07% Add +20.6% 1,332 $324K
Linscomb Wealth, Inc. 0.02% No change 1,332 $324K
WBH Advisory Inc. 0.03% Add +8.1% 1,330 $323K
Accelerate Investment Advisors LLC 0.31% — 1,323 $322K
Courier Capital LLC 0.02% No change 1,323 $322K
Hapanowicz & Associates Financial Services, Inc 0.16% No change 1,314 $319K
Wescott Financial Advisory Group, LLC 0.03% Add +2.0% 1,309 $318K
First Hawaiian Bank 0.01% No change 1,308 $318K
Adirondack Trust Co. 0.12% Reduce -0.1% 1,306 $317K
Financial Management Professionals, Inc. 0.04% Add +0.4% 1,306 $317K
GEM Asset Management, LLC 0.18% New 1,295 $316K
Goodman Financial Corp 0.07% No change 1,300 $316K
Baldwin Investment Management, LLC 0.04% Reduce -16.1% 1,300 $316K
Asset Advisors Investment Management, LLC 0.03% Add +8.3% 1,300 $316K
Nicolet Bankshares Inc. 0.06% Add +7.5% 1,298 $315K
Glassman Wealth Services 0.05% Add +40.7% 1,297 $315K
Opus Capital Group, LLC 0.04% No change 1,298 $315K
Cornerstone National Bank & Trust Co 0.14% No change 1,295 $315K
Ballast, Inc. 0.09% No change 1,295 $315K
N.E.W. Advisory Services LLC 0.03% Reduce -32.5% 1,295 $315K
Capital Market Strategies LLC 0.19% Add +5.5% 1,292 $314K
Sandy Cove Advisors, LLC 0.13% Add +5.3% 1,288 $313K
ETF Store, Inc. 0.32% No change 1,287 $313K
TNF LLC 0.11% No change 1,235 $312K
Dorsey & Whitney Trust CO LLC 0.02% New 1,279 $311K
Vima LLC 0.64% No change 1,276 $310K
Merkkuri Wealth Advisors LLC 0.24% Add +0.4% 1,275 $310K
Dynamic Wealth Strategies, LLC 0.25% Reduce -0.5% 1,273 $309K
Concentrum Wealth Management 0.12% Add +16.6% 1,268 $308K
Beckerman Institutional, LLC 0.26% — 1,268 $308K
Ade, LLC 0.19% Reduce -6.7% 1,265 $307K
Saxon Interests, Inc. 0.14% New 1,265 $307K
StrongBox Wealth, LLC 0.13% Reduce -9.2% 1,261 $306K
Kowal Investment Group, LLC 0.06% Reduce -0.1% 1,260 $306K
Provident Investment Management, Inc. 0.03% No change 1,260 $306K
Marks Group Wealth Management, Inc 0.03% No change 1,257 $306K
Benchmark Financial Wealth Advisors, LLC 0.10% Reduce -8.4% 1,254 $305K
Gradient Investments LLC 0.01% Reduce -25.6% 1,252 $304K
Stuart Investment Advisors, Inc. 0.17% No change 1,248 $303K
Independent Solutions Wealth Management, LLC 0.07% Reduce -16.8% 1,248 $303K
Bruce G. Allen Investments, LLC 0.24% Reduce -0.8% 1,247 $303K
Alexander Labrunerie & Co., Inc. 0.14% No change 1,247 $303K
Slagle Financial, LLC 0.13% No change 1,247 $303K
LYNX Capital Group Ltd. 0.20% Reduce -9.5% 1,242 $302K
Cornell Pochily Investment Advisors, Inc. 0.10% No change 1,242 $302K
POM Investment Strategies, LLC 0.24% No change 1,240 $301K
Glen Eagle Advisors, LLC 0.05% Reduce -18.5% 1,239 $301K
Graypoint LLC 0.02% Reduce -9.5% 1,239 $301K
First Heartland Consultants, Inc. 0.03% Add +20.9% 1,238 $301K
Middleton & Co. Inc. 0.03% No change 1,235 $300K
Oliver Lagore Vanvalin Investment Group 0.08% Reduce -1.4% 1,234 $300K
Birch Hill Investment Advisors LLC 0.01% No change 1,225 $298K
Zhang Financial LLC 0.02% Reduce -5.5% 1,224 $298K
OLIO Financial Planning 0.13% No change 1,553 $297K
Operose Advisors LLC 0.10% New 1,223 $297K
Davis Investment Partners, LLC 0.12% Add +28.3% 1,209 $297K
Hoge Financial Services, LLC 0.22% Add +3.5% 1,211 $294K
Webster Bank, N. A. 0.03% No change 1,210 $294K
First National Bank of Mount Dora, Trust Investment Services 0.07% Reduce -9.4% 1,210 $294K
Stelac Advisory Services LLC 0.12% No change 1,208 $294K
Highlander Partners, L.P. 0.17% No change 1,160 $293K
Seven Post Investment Office LP 0.04% No change 1,205 $293K
Brown Wealth Management, LLC 0.11% No change 1,203 $292K
Lazari Capital Management, Inc. 0.12% New 1,202 $292K
Resurgent Financial Advisors LLC 0.17% Add +15.4% 1,199 $291K
Buckhead Capital Management LLC 0.09% Add +20.0% 1,198 $291K
Peninsula Asset Management Inc. 0.15% No change 1,193 $290K
Belfer Management LLC 4.69% No change 1,191 $289K
Global Wealth Management, LLC 0.20% — 1,190 $289K
Iams Wealth Management, LLC 0.14% New 1,188 $289K
Hohimer Wealth Management, LLC 0.06% No change 1,188 $289K
Bragg Financial Advisors, Inc 0.01% Add +6.4% 1,187 $289K
Sax Wealth Advisors, LLC 0.03% Add +5.2% 1,186 $288K
Strait & Sound Wealth Management LLC 0.14% Reduce -0.8% 1,174 $285K
Integrity Financial Corp 0.17% New 1,165 $283K
Occidental Asset Management, LLC 0.05% Reduce -4.8% 1,165 $283K
Shorepoint Capital Partners LLC 0.06% Add +11.6% 1,159 $282K
Criterion Capital Advisors, LLC 0.18% No change 1,310 $282K
Paragon Capital Management Ltd 0.06% No change 1,155 $281K
Novak & Powell Financial Services, Inc. 0.16% Reduce -0.1% 1,151 $280K
Rockwood Wealth Management, LLC 0.03% Reduce -36.8% 1,150 $280K
Darden Wealth Group Inc 0.20% No change 1,149 $279K
Howard Bailey Securities, LLC 0.11% — 1,143 $278K
Custos Family Office, LLC 0.10% Reduce -3.8% 1,143 $278K
WealthPlan Investment Management, LLC 0.03% New 1,138 $277K
Diker Management LLC 0.22% No change 1,137 $276K
Joseph P. Lucia & Associates, LLC 0.13% Add +8.1% 1,137 $276K
Foster Victor Wealth Advisors, LLC 0.02% No change 1,143 $276K
Indiana Trust & Investment Management Co 0.09% No change 1,128 $274K
Satovsky Asset Management LLC 0.06% No change 1,124 $273K
Eagle Wealth Strategies LLC 0.20% No change 1,123 $273K
Peterson Financial Group, Inc. 1.05% Reduce -3.4% 1,122 $273K
Centurion Wealth Management LLC 0.09% — 1,121 $272K
Kellett Wealth Advisors, LLC 0.19% No change 1,120 $272K
L.M. Kohn & Company 0.07% Reduce -8.9% 1,115 $271K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% No change 1,114 $271K
Vicus Capital 0.02% New 1,114 $271K
Wealthquest Corp 0.02% No change 1,099 $270K
Sabal Trust CO 0.01% Reduce -9.8% 1,110 $270K
PCA Investment Advisory Services Inc. 0.13% No change 1,101 $268K
Atalanta Sosnoff Capital, LLC 0.01% Add +5.3% 1,101 $268K
Benedict Financial Advisors Inc. 0.06% New 1,100 $267K
Bensler, LLC 0.03% No change 1,100 $267K
Farrell Financial LLC 0.19% Reduce -1.3% 1,077 $267K
Sonata Capital Group Inc. 0.11% No change 1,100 $267K
Ironwood Financial, llc 0.06% New 1,098 $267K
Aegis Financial Corp. 0.23% No change 1,097 $267K
Lantz Financial LLC 0.07% No change 1,094 $266K
Lester Murray Antman dba SimplyRich 0.07% No change 1,089 $264K
Spectrum Asset Management, Inc. (NB/CA) 0.11% Reduce -1.5% 1,083 $263K
Core Wealth Partners LLC 0.16% Reduce -29.6% 1,078 $262K
Revisor Wealth Management LLC 0.16% Add +9.9% 1,077 $262K
Sandhill Capital Partners LLC 0.02% New 1,074 $261K
Viewpoint Capital Management LLC 0.15% No change 1,065 $261K
Venturi Wealth Management, LLC 0.01% Add +2.4% 1,070 $260K
Gallacher Capital Management LLC 0.12% No change 1,068 $260K
Northstar Group, Inc. 0.05% No change 1,064 $259K
Arax Advisory Partners 0.02% No change 1,064 $259K
Fielder Capital Group LLC 0.09% New 1,060 $258K
Fort Sheridan Advisors LLC 0.04% Reduce -18.2% 1,058 $257K
Harvey Capital Management Inc. 0.06% No change 1,050 $255K
DORCHESTER WEALTH MANAGEMENT Co 0.05% No change 1,050 $255K
LaFleur & Godfrey LLC 0.04% No change 1,050 $255K
Clarius Group, LLC 0.02% No change 1,050 $255K
Bernardo Wealth Planning LLC 0.06% No change 1,027 $255K
CGC Financial Services, LLC 0.10% No change 1,047 $254K
Pathway Financial Advisers, LLC 0.12% Reduce -3.1% 1,045 $254K
Wellington Wealth Strategies, LLC. 0.19% Reduce -47.1% 998 $253K
McCarter Private Wealth Services LLC 0.16% — 1,039 $253K
Berkshire Asset Management LLC 0.01% No change 1,174 $252K
Key Financial Inc 0.06% Add +10.7% 1,038 $252K
Valtinson Bruner Financial Planning LLC 0.09% Add +1.7% 1,036 $252K
King Wealth Management Group 0.04% No change 1,032 $251K
Wealth Advisors of Iowa, LLC 0.13% No change 1,030 $250K
Peoples Bank 0.17% Add +4.6% 1,023 $249K
High Falls Advisors, Inc 0.06% New 1,021 $248K
Second Half Financial Partners, LLC 0.13% New 1,021 $248K
Crew Capital Management, Ltd 0.20% New 1,015 $247K
Sandy Spring Bank 0.01% Reduce -20.0% 1,014 $246K
Aspen Wealth Management LLC 0.07% New 1,011 $246K
MN Wealth Advisors, LLC 0.14% New 1,006 $245K
Carmel Capital Management L.L.C. 0.09% No change 1,005 $244K
PBMares Wealth Management LLC 0.05% No change 1,004 $244K
Gilman Hill Asset Management, LLC 0.04% No change 1,002 $244K
FourThought Financial Partners, LLC 0.03% No change 1,001 $243K
Merrion Investment Management Co, LLC 0.16% No change 1,000 $243K
Marshall & Sullivan Inc. 0.12% No change 1,000 $243K
Ardent Capital Management, Inc. 0.11% No change 1,000 $243K
Old West Investment Management, LLC 0.09% No change 1,000 $243K
Global Trust Asset Management, LLC 0.09% New 1,000 $243K
Knuff & Co LLC 0.07% No change 1,000 $243K
Ironsides Asset Advisors, LLC 0.07% No change 1,000 $243K
RAM Investment Partners, LLC 0.06% No change 1,000 $243K
Searle & Co. 0.06% Reduce -4.4% 1,000 $243K
Jackson Square Capital, LLC 0.06% No change 1,000 $243K
Bordeaux Wealth Advisors LLC 0.04% No change 1,000 $243K
Tompkins Financial Corp. 0.02% No change 1,000 $243K
Legacy Private Trust Co. 0.02% No change 1,000 $243K
Full Sail Capital, LLC 0.02% No change 1,000 $243K
Bollard Group LLC 0.01% No change 1,000 $243K
First Western Trust Bank 0.01% Reduce -1.5% 999 $243K
Burney Co./ 0.01% No change 996 $242K
Fragasso Financial Advisors Inc 0.02% Reduce -3.3% 995 $242K
Shepherd Kaplan Krochuk, LLC 0.18% No change 992 $241K
Sculati Wealth Management, LLC 0.10% No change 991 $241K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -12.4% 990 $241K
Smith Thornton Advisors LLC 0.16% Add +0.6% 990 $241K
Maltin Wealth Management, Inc. 0.12% Reduce -8.8% 990 $241K
Carlson Capital Management 0.01% No change 990 $241K
TrueWealth Advisors, LLC 0.08% Reduce -9.7% 988 $240K
Gen-Wealth Partners Inc 0.10% Add +75.2% 932 $240K
CPC Advisors, LLC 0.04% New 987 $240K
First Financial Corp. 0.11% No change 986 $240K
Creekmur Asset Management LLC 0.06% Reduce -14.6% 986 $240K
Black Point Wealth Management 0.28% No change 983 $239K
Montz Harcus Wealth Management LLC 0.14% No change 982 $239K
JNBA Financial Advisors 0.02% Reduce -6.2% 980 $238K
CapWealth Advisors, LLC 0.03% No change 977 $237K
Kades & Cheifetz LLC 0.14% No change 976 $237K
Bond & Devick Financial Network, Inc. 0.10% No change 976 $237K
Burford Brothers, Inc. 0.12% Reduce -62.5% 974 $237K
Compass Wealth Management LLC 0.06% No change 971 $236K
SilverOak Wealth Management LLC 0.05% No change 969 $236K
DGS Capital Management, LLC 0.06% Reduce -0.1% 968 $235K
Collaborative Wealth Managment Inc. 0.11% New 966 $235K
McDaniel Terry & Co. 0.02% New 964 $234K
Graves Light Lenhart Wealth, Inc. 0.03% No change 962 $234K
F/m Investments LLC 0.01% New 953 $234K
One Day In July LLC 0.03% Reduce -9.6% 960 $233K
Norris Perne & French LLP 0.02% Reduce -5.1% 960 $233K
Rooted Wealth Advisors, Inc. 0.10% Reduce -9.9% 956 $233K
Sterling Investment Counsel, LLC 0.08% Add +0.5% 958 $233K
Southern Capital Advisors, LLC 0.13% No change 956 $232K
Lantern Wealth Advisors, LLC 0.16% No change 950 $231K
Peak Asset Management, LLC 0.04% Reduce -15.6% 950 $231K
Westhampton Capital, LLC 0.12% No change 948 $230K
Patriot Investment Management Group, Inc. 0.02% Reduce -0.4% 947 $230K
LifePro Asset Management 0.14% New 946 $230K
Walker Asset Management, LLC 0.14% No change 945 $230K
Peak Financial Management, Inc. 0.07% New 942 $229K
Focused Wealth Management, Inc 0.03% No change 941 $229K
Sloy Dahl & Holst, LLC 0.04% No change 940 $228K
FSA Wealth Management LLC 0.09% — 938 $228K
City State Bank 0.08% No change 936 $228K
IAG Wealth Partners, LLC 0.04% Add +19.4% 936 $228K
Holderness Investments Co. 0.05% New 933 $227K
Paragon Capital Management Inc. 0.17% No change 931 $226K
Souders Financial Advisors 0.03% No change 931 $226K
Financial Security Advisor, Inc. 0.06% New 930 $226K
Boston Standard Wealth Management, LLC 0.04% New 920 $224K
Picton Mahoney Asset Management 0.01% New 920 $224K
Bullseye Investment Management, LLC 0.13% New 928 $224K
Stokes Family Office, LLC 0.02% New 920 $224K
Symphony Financial Services, Inc. 0.19% New 919 $223K
Keystone Wealth Services, LLC 0.06% New 917 $223K
Signet Financial Management, LLC 0.03% New 917 $223K
Villere St Denis J & Co. LLC 0.02% New 914 $222K
Capital Analysts, LLC 0.01% Reduce -89.1% 912 $222K
American State Bank (Iowa) 0.13% New 910 $221K
McElhenny Sheffield Capital Management, LLC 0.07% New 910 $221K
Financial Freedom, LLC 0.12% No change 909 $221K
Ascentis Independent Advisors 0.03% New 907 $220K
Oxford Financial Group, LTD. LLC 0.01% New 907 $220K
Objective Capital Management, LLC 0.13% — 906 $220K
Sachetta, LLC 0.09% No change 904 $220K
Paragon Advisors, LLC 0.07% New 904 $220K
Harbor Capital Advisors, Inc. 0.01% New 902 $219K
T. Rowe Price Associates Inc. 0.00% New 900 $219K
Empire Financial Management Company, LLC 0.07% New 899 $219K
Peninsula Wealth, LLC 0.04% New 884 $218K
Horst & Graben Wealth Management LLC 0.04% New 898 $218K
Royal Capital Wealth Management, LLC 0.15% New 897 $218K
Prosperitas Financial LLC 0.12% New 897 $218K
Cahaba Wealth Management, Inc. 0.02% Reduce -33.8% 897 $218K
Pps&v Asset Management Consultants, Inc. 0.15% New 895 $218K
Rollins Financial Advisors, LLC 0.04% New 895 $218K
TCP Asset Management, LLC 0.05% Reduce -27.3% 894 $217K
Ballew Advisors, Inc 0.15% Reduce -75.7% 900 $217K
Pinion Investment Advisors, LLC 0.09% New 892 $217K
Ramiah Investment Group 0.20% New 891 $217K
Credit Agricole S A 0.00% New 891 $217K
SJS Investment Consulting Inc. 0.04% Add +6.2% 890 $216K
Patrick M Sweeney & Associates, Inc. 0.16% New 890 $216K
Schwallier Wealth Management LLC 0.15% New 890 $216K
Wealth Alliance Advisory Group, LLC 0.05% New 888 $216K
KKM Financial LLC 0.11% New 884 $215K
Stratos Investment Management, LLC 0.01% Reduce -44.2% 883 $215K
Vestor Capital, LLC 0.02% No change 875 $213K
Clean Yield Group 0.07% No change 876 $213K
Tradewinds Capital Management, LLC 0.06% Add +0.5% 876 $213K
WJ Interests, LLC 0.09% New 875 $213K
REDW Wealth LLC 0.05% Reduce -6.5% 873 $212K
Blackston Financial Advisory Group, LLC 0.11% New 871 $212K
Ameliora Wealth Management Ltd. 0.09% Reduce -1.5% 871 $212K
Avestar Capital, LLC 0.02% New 868 $211K
Ellenbecker Investment Group 0.04% New 867 $211K
Delta Asset Management LLC 0.02% No change 865 $210K
BCS Wealth Management 0.09% New 859 $209K
Am Investment Strategies LLC 0.05% Reduce -9.1% 860 $209K
Planning Center, Inc. 0.03% New 857 $208K
Strategic Advocates LLC 0.07% New 852 $207K
Hanover Advisors Inc. 0.09% New 849 $206K
EFG Asset Management (Americas) Corp. 0.04% New 845 $205K
Lewis Asset Management, LLC 0.15% New 843 $205K
Carmichael Hill & Associates, Inc. 0.08% Add +13.2% 839 $204K
Callan Capital, LLC 0.01% New 839 $204K
Sunflower Bank, N.A. 0.06% Reduce -20.5% 837 $203K
Ridgewood Investments LLC 0.10% No change 835 $203K
Westmount Partners, LLC 0.06% New 832 $202K
Snider Financial Group 0.07% New 831 $202K
Strategic Investment Advisors / MI 0.02% New 831 $202K
Stonebridge Capital Advisors LLC 0.02% New 830 $202K
Pine Haven Investment Counsel, Inc 0.16% New 829 $201K
Echo45 Advisors LLC 0.13% New 828 $201K
Castle Wealth Management LLC 0.08% New 827 $201K
GHP Investment Advisors, Inc. 0.01% No change 826 $201K
Cadinha & Co. LLC 0.03% New 825 $201K
Cambridge Financial Group, LLC 0.08% New 824 $200K
Tanager Wealth Management LLP 0.03% New 824 $200K
Wilson & Boucher Capital Management, LLC 0.13% New 805 $196K
Financial Perspectives, Inc 0.07% No change 798 $194K
Studio Investment Management LLC 0.04% Reduce -4.2% 790 $192K
Intelligent Financial Strategies 0.10% No change 775 $188K
Foster Dykema Cabot & Partners, LLC 0.02% Add +15.3% 755 $184K
Bare Financial Services, Inc 0.07% Add +2.8% 741 $180K
Wintrust Investments LLC 0.13% Reduce -87.1% 739 $179K
Jamison Private Wealth Management, Inc. 0.03% No change 721 $175K
Annapolis Financial Services, LLC 0.05% No change 715 $174K
GoalVest Advisory LLC 0.05% No change 711 $173K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 705 $171K
Concord Wealth Partners 0.03% Add +27.9% 687 $167K
McIlrath & Eck, LLC 0.02% No change 668 $162K
Elgethun Capital Management 0.04% Reduce -3.8% 665 $162K
Wolff Wiese Magana LLC 0.11% Add +5.2% 664 $161K
Evermay Wealth Management LLC 0.03% No change 659 $160K
Lagoda Investment Management, L.P. 0.09% No change 650 $158K
Valley National Advisers Inc. 0.03% No change 650 $157K
PFS Partners, LLC 0.09% No change 631 $153K
Clearstead Trust, LLC 0.04% Add +5.9% 627 $152K
Aviso Financial Inc. 0.01% No change 621 $151K
Pineridge Advisors LLC 0.06% Reduce -1.6% 618 $150K
Spectrum Wealth Counsel, LLC 0.02% No change 615 $149K
Islay Capital Management, LLC 0.10% No change 600 $146K
General Partner, Inc. 0.09% No change 600 $146K
Pacifica Partners Inc. 0.06% Reduce -0.2% 589 $143K
RE Dickinson Investment Advisors, LLC 0.08% Add +172.0% 582 $141K
Icon Wealth Advisors, LLC 0.01% No change 582 $141K
IMA Advisory Services, Inc. 0.03% New 576 $140K
Slocum, Gordon & Co LLP 0.06% No change 566 $138K
Sterling Capital Management LLC 0.00% — 560 $136K
Salem Investment Counselors Inc. 0.00% Add +4.7% 552 $134K
Piscataqua Savings Bank 0.11% No change 544 $132K
Old Second National Bank of Aurora 0.03% No change 530 $129K
Lummis Asset Management, LP 0.15% Add +0.8% 525 $128K
Richard W. Paul & Associates, LLC 0.05% Add +24.9% 516 $125K
Burkett Financial Services, LLC 0.05% No change 512 $124K
Resources Management Corp. /CT/ 0.02% No change 505 $123K
Abound Wealth Management 0.04% No change 505 $123K
Bangor Savings Bank 0.01% No change 505 $123K
Peoples Financial Services Corp. 0.06% No change 500 $122K
Lake Street Private Wealth, LLC 0.02% Reduce -96.5% 498 $121K
St Germain D J Co. Inc. 0.01% No change 485 $118K
MidAtlantic Capital Management, Inc. 0.09% Reduce -1.0% 484 $118K
Cape Investment Advisory, Inc. 0.05% Add +9.8% 481 $117K
Denver PWM, LLC 0.04% Reduce -1.1% 473 $115K
Elevation Wealth Partners, LLC 0.05% Reduce -6.7% 463 $113K
MilWealth Group LLC 0.03% No change 456 $111K
Field & Main Bank 0.04% Add +641.7% 445 $108K
Addison Advisors LLC 0.03% Reduce -10.8% 438 $106K
Northwest Investment Counselors, LLC 0.02% New 417 $101K
Washington Trust Advisors, Inc. 0.01% No change 415 $101K
New England Capital Financial Advisors LLC 0.05% No change 400 $97K
Eagle Bay Advisors LLC 0.04% Reduce -16.7% 400 $97K
Vermillion & White Wealth Management Group, LLC 0.07% No change 398 $97K
Zions Bancorporation, N.A. 0.01% No change 386 $94K
West Oak Capital, LLC 0.05% No change 380 $92K
Financial Network Wealth Advisors LLC 0.07% Add +21.3% 370 $90K
Founders Capital Management 0.05% No change 360 $88K
Game Plan Financial Advisors, LLC 0.05% Reduce -12.3% 355 $86K
ESL Trust Services, LLC 0.02% No change 352 $86K
Truvestments Capital LLC 0.02% New 350 $85K
Brown, Lisle/Cummings, Inc. 0.03% No change 349 $85K
Planned Solutions, Inc. 0.03% New 338 $82K
Johnson Financial Group, Inc. 0.00% No change 323 $79K
New Millennium Group LLC 0.05% Reduce -5.3% 322 $78K
MCF Advisors LLC 0.01% No change 319 $78K
PSI Advisors, LLC 0.02% Add +3.3% 314 $76K
Pacific Capital Wealth Advisors, Inc. 0.01% No change 314 $76K
Cherry Tree Wealth Management, LLC 0.02% No change 313 $76K
Covestor Ltd 0.05% Reduce -83.0% 314 $76K
Tacita Capital Inc 0.05% No change 300 $73K
Mechanics Financial Corp 0.03% Reduce -82.2% 298 $72K
Maia Wealth LLC 0.02% New 295 $72K
Copley Financial Group, Inc. 0.06% — 292 $71K
Quintet Private Bank (Europe) S.A. 0.00% Add +15.1% 290 $70K
Morton Brown Family Wealth, LLC 0.02% Reduce -3.4% 285 $69K
Cedar Mountain Advisors, LLC 0.02% No change 285 $69K
Hoey Investments, Inc. 0.01% No change 320 $69K
Sittner & Nelson, LLC 0.03% No change 275 $67K
Bell Investment Advisors, Inc 0.01% No change 265 $64K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% Add +27.1% 263 $64K
Toth Financial Advisory Corp. 0.01% Reduce -8.9% 257 $62K
AllSquare Wealth Management LLC 0.04% No change 254 $62K
Semmax Financial Advisors Inc. 0.02% Add +133.9% 255 $61K
TFC Financial Management, Inc. 0.01% No change 250 $61K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -9.4% 250 $61K
Winthrop Capital Management, LLC 0.03% Add +41.8% 241 $59K
Silicon Valley Capital Partners 0.01% No change 232 $56K
Coastline Trust Co 0.01% New 230 $56K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -25.9% 226 $55K
Godsey & Gibb, Inc. 0.01% No change 219 $53K
Hobbs Group Advisors, LLC 0.02% No change 219 $53K
First United Bank & Trust 0.02% No change 218 $53K
WR Wealth Planners, LLC 0.01% Reduce -0.9% 218 $53K
Valley Wealth Managers, Inc. 0.00% Reduce -30.4% 217 $53K
Fortitude Family Office, LLC 0.02% New 215 $52K
Mb, Levis & Associates, LLC 0.02% No change 206 $50K
Cornerstone Planning Group LLC 0.01% No change 195 $50K
Caldwell Sutter Capital, Inc. 0.02% Add +35.1% 204 $50K
Belmont Capital, LLC 0.01% No change 201 $49K
SIMA Wealth Partners, LLC 0.04% No change 200 $49K
WFA of San Diego, LLC 0.04% No change 200 $49K
West Branch Capital LLC 0.02% No change 200 $49K
Asset Management One Co., Ltd. 0.00% No change 200 $49K
Northwest Capital Management Inc 0.02% No change 196 $48K
SOA Wealth Advisors, LLC. 0.01% Add +54.0% 194 $47K
Ascentis Wealth Management, LLC 0.02% — 191 $46K
Proffitt & Goodson Inc. 0.01% No change 190 $46K
Parkside Financial Bank & Trust 0.01% No change 190 $46K
Nordwand Advisors, LLC 0.01% No change 185 $45K
Accordant Advisory Group Inc 0.05% New 184 $45K
GAMMA Investing LLC 0.00% No change 177 $43K
Voisard Asset Management Group, Inc. 0.02% No change 175 $43K
TD Capital Management LLC 0.00% Reduce -20.4% 175 $43K
Advantage Trust Co 0.03% No change 170 $41K
Roble, Belko & Company, Inc 0.01% No change 167 $41K
Abich Financial Wealth Management LLC 0.09% Reduce -83.0% 166 $40K
Maryland Capital Advisors Inc. 0.02% New 165 $40K
Sugarloaf Wealth Management, LLC 0.01% Add +78.9% 161 $39K
Pittenger & Anderson Inc. 0.00% New 158 $38K
JDM Financial Group LLC 0.02% No change 155 $38K
Tortoise Investment Management, LLC 0.00% No change 152 $37K
Earned Wealth Advisors, LLC 0.01% New 145 $35K
Security National Bank 0.00% No change 137 $33K
HBC Financial Services, PLLC 0.02% Add +424.0% 131 $33K
McClarren Financial Advisors, Inc. 0.00% Add +54.0% 331 $33K
DHJJ Financial Advisors, Ltd. 0.01% No change 128 $31K
Summer Road LLC 0.02% No change 135 $31K
Legacies Wealth LLC 0.02% No change 125 $30K
Tower Research Capital LLC (TRC) 0.00% Add +0.8% 124 $30K
First PREMIER Bank 0.01% No change 120 $29K
Stone House Investment Management, LLC 0.01% No change 119 $29K
Frazier Financial Advisors, LLC 0.02% No change 118 $29K
Ashton Thomas Securities, LLC 0.01% New 116 $28K
Coston, McIsaac & Partners 0.01% No change 113 $27K
Horizon Financial Services, LLC 0.02% Add +269.0% 107 $26K
Painted Porch Advisors LLC 0.01% No change 102 $25K
Naples Money Management LLC 0.02% No change 100 $24K
Costello Asset Management, INC 0.02% No change 100 $24K
Perritt Capital Management Inc 0.01% No change 100 $24K
Prestige Wealth Management Group LLC 0.01% No change 100 $24K
Gold Investment Management Ltd. 0.01% No change 98 $24K
4Thought Financial Group Inc. 0.01% Reduce -1.1% 90 $22K
Country Trust Bank 0.00% No change 88 $21K
Legacy Investment Solutions, LLC 0.01% — 90 $21K
Legacy Wealth Managment, LLC 0.01% — 90 $21K
PayPay Securities Corp 1.84% Reduce -2.3% 85 $21K
CNB Bank 0.01% Reduce -16.7% 80 $19K
Investors Research Corp 0.00% No change 78 $19K
Mowery & Schoenfeld Wealth Management, LLC 0.03% Add +32.8% 77 $19K
Byrne Asset Management LLC 0.01% No change 75 $18K
Kathleen S. Wright Associates Inc. 0.01% No change 75 $18K
Federated Hermes, Inc. 0.00% New 70 $17K
American National Bank & Trust 0.00% No change 66 $16K
Financial Avengers, Inc. 0.01% No change 65 $16K
Pflug Koory, LLC 0.00% — 65 $16K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 62 $15K
Mascoma Wealth Management LLC 0.00% No change 61 $15K
Trivant Custom Portfolio Group, LLC 0.01% Reduce -89.3% 60 $15K
Evergreen Private Wealth LLC 0.01% No change 60 $15K
Broadwater Capital Management LLC 0.01% No change 59 $14K
Clarity Asset Management, Inc. 0.01% No change 55 $13K
Planning Capital Management Corp 0.01% Reduce -84.0% 55 $13K
Thompson Investment Management, Inc. 0.00% Add +25.0% 55 $13K
Moser Wealth Advisors, LLC 0.01% No change 50 $12K
Rise Advisors, LLC 0.01% No change 45 $11K
Cassady Schiller Wealth Management, LLC 0.00% No change 45 $11K
Kessler Investment Group, LLC 0.00% No change 36 $9K
Davis Capital Management 0.01% No change 34 $8K
Milestone Investment Advisors LLC 0.00% No change 32 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $8K
REAP Financial Group, LLC 0.00% Add +19.2% 31 $8K
Atwood & Palmer Inc. 0.00% Reduce -61.7% 31 $8K
Hillsdale Investment Management Inc. 0.00% New 30 $7K
Lowe Wealth Advisors, LLC 0.00% No change 30 $7K
Providence Capital Advisors, LLC 0.00% No change 23 $6K
Horizons Wealth Management 0.00% No change 21 $5K
Kiely Wealth Advisory Group, Inc. 0.00% No change 21 $5K
Future Financial Wealth Managment LLC 0.00% New 20 $5K
SWAN Capital LLC 0.00% Reduce -89.4% 20 $5K
Contravisory Investment Management, Inc. 0.00% New 12 $3K
Bellevue Asset Management, LLC 0.00% New 10 $2K
Washington Growth Strategies LLC 0.04% — 289 $1K
Horizon Investments, LLC 0.00% Add +200.0% 3 $729
PEAK6 Investments LLC 0.00% Reduce -33.3% 2 $556
Scissortail Wealth Management, LLC 0.00% New 2 $510

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