SPDR Gold SharesGLDETF

13F holders, Q4 2024 (December 31)
2,417holders +205
117new positions
87sold out
9famous investors
$242.07avg. 13F price*

At the end of Q4 2024, 2,417 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, up 205 from Q3 2024. 117 opened new positions and 87 sold out. The largest holders were Morgan Stanley ($2.7B), Bank of America Corp. ($2.6B) and UBS Group AG ($1.5B). 9 famous investors held it, including David Einhorn (2.5% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions117$325.7M
Exits87$311.2M

All 13F filers, Q3 2024 → Q4 2024: 10,429,935 shares bought and 9,347,730 shares sold, net +1,082,205 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,417 holders

Morgan Stanley 0.19% Add +8.6% 10,953,334 $2.7B
Bank of America Corp. 0.24% Reduce -4.7% 10,911,532 $2.6B
UBS Group AG 0.33% Add +27.1% 6,057,163 $1.5B
Wells Fargo & Company 0.24% Add +1.3% 4,045,197 $979.5M
LPL Financial LLC 0.34% Add +3.4% 3,448,066 $834.9M
First Eagle Investment Management, LLC 1.73% Reduce -4.4% 3,197,776 $770.1M
Jane Street Group, LLC 0.98% Add +1.2% 2,512,603 $608.4M
Toronto Dominion Bank 1.09% Reduce -27.6% 2,359,290 $573.4M
Citigroup Inc. 0.51% Add +97.6% 2,171,319 $525.7M
BlackRock, Inc. 0.01% Add +150.2% 2,002,783 $484.9M
Raymond James Financial Inc. 0.17% — 1,858,958 $450.1M
Royal Bank of Canada 0.09% Reduce -7.1% 1,734,035 $419.9M
HighTower Advisors, LLC 0.55% Reduce -0.4% 1,645,767 $398.5M
Ameriprise Financial Inc. 0.09% Add +10.9% 1,387,693 $335.9M
Comprehensive Financial Management LLC 8.47% No change 1,271,154 $307.8M
Barclays PLC 0.15% Reduce -11.6% 1,248,022 $302.2M
Pureheart Capital Pte Ltd. 56.83% — 1,241,000 $300.5M
Goldman Sachs Group Inc. 0.06% Reduce -21.4% 1,235,736 $299.2M
Envestnet Asset Management Inc. 0.09% Reduce -7.8% 1,111,213 $269.1M
JPMorgan Chase & Co. 0.02% Reduce -24.3% 1,062,819 $257.3M
WealthNavi Inc. 2.77% Reduce -5.3% 982,798 $238.0M
Commonwealth Equity Services, LLC 0.35% Add +3.5% 980,065 $237.3M
Orbis Allan Gray Ltd 1.27% Reduce -12.9% 971,072 $235.1M
Stifel Financial Corp. 0.21% Add +0.9% 829,955 $201.0M
State Street Corp. 0.01% Reduce -0.6% 759,503 $183.9M
Arizona PSPRS Trust 5.65% Reduce -0.5% 724,052 $175.3M
59 North Capital Management, LP 8.10% Add +116.2% 716,178 $173.4M
Cetera Investment Advisers 0.36% Add +4.6% 714,291 $173.0M
US Bancorp \de 0.22% Add +0.5% 695,118 $168.3M
Rockefeller Capital Management L.P. 0.44% Add +4.5% 695,083 $168.2M
BNP Paribas Financial Markets 0.13% Add +101.3% 682,707 $165.3M
Osaic Holdings, Inc. 0.36% Add +2.1% 658,149 $159.4M
Northern Trust Corp. 0.02% Add +4.8% 656,259 $158.9M
CTC LLC 15.54% Add +36.1% 636,051 $154.0M
SG Americas Securities, LLC 0.67% Reduce -4.0% 633,256 $153.3M
PNC Financial Services Group, Inc. 0.10% Add +2.6% 622,752 $150.8M
GLOBALT Investments LLC / GA 5.60% Reduce -0.5% 604,371 $146.3M
Mizuho Bank, Ltd. 40.57% New 600,000 $145.3M
Cambridge Investment Research Advisors, Inc. 0.44% Reduce -1.7% 540,080 $130.8M
Arnhold LLC 12.61% Reduce -1.7% 519,209 $127.9M
Corient Private Wealth LP 0.21% Add +2.4% 534,438 $126.8M
Truist Financial Corp. 0.20% Add +6.0% 519,835 $125.9M
Mitsubishi UFJ Trust & Banking Corp 0.29% Reduce -13.1% 509,200 $123.3M
Bleichroeder LP 28.98% No change 475,000 $115.0M
Sequoia Financial Advisors, LLC 1.07% Reduce -0.9% 459,960 $111.4M
PPSC Investment Service Corp 12.36% Add +9.1% 459,186 $111.2M
AlTi Global, Inc. 2.59% Add +50.6% 434,524 $107.4M
Cerity Partners LLC 0.23% Reduce -0.1% 440,013 $106.5M
Northwestern Mutual Wealth Management Co. 0.09% Add +0.1% 418,916 $101.4M
Sumitomo Mitsui Financial Group, Inc. 1.29% Add +9.0% 399,951 $96.8M
Focus Partners Wealth 0.24% Add +55.2% 388,247 $94.0M
MML Investors Services, LLC 0.31% Add +6.0% 367,494 $89.0M
Rockland Trust Co. 4.40% Reduce -1.8% 357,212 $86.5M
Proficio Capital Partners LLC 6.77% Add +38.1% 344,610 $83.4M
Cerity Partners OCIO LLC 5.50% Reduce -2.4% 342,592 $83.0M
Bank of Montreal 0.04% Reduce -42.0% 339,617 $82.2M
Prudential PLC 0.40% Add +4.1% 330,729 $79.7M
Starr Indemnity & Liability Co 39.12% — 327,188 $79.2M
Bailard, Inc. 2.02% Add +0.1% 325,708 $78.9M
Bradley Foster & Sargent Inc. 1.25% Add +3.1% 307,343 $74.4M
Baird Financial Group, Inc. 0.14% Reduce -4.3% 298,592 $72.3M
Sumitomo Mitsui Trust Group, Inc. 0.05% Reduce -34.4% 297,956 $72.1M
Victory Capital Management Inc. 0.07% Reduce -0.6% 294,625 $71.3M
First National Trust Co 2.66% Add +2.6% 292,432 $70.8M
Cwm, LLC 0.29% Add +50.1% 287,149 $69.5M
Foundations Investment Advisors, LLC 1.28% Add +5.7% 272,812 $66.1M
Mariner, LLC 0.11% Add +4.0% 271,506 $65.7M
Briaud Financial Planning Inc 25.35% Add +0.5% 256,770 $62.2M
HSBC Holdings PLC 0.04% Reduce -59.5% 255,714 $61.9M
BCM Advisors, LLC 13.77% Reduce -4.7% 233,354 $61.6M
Factory Mutual Insurance Co. 0.66% No change 252,100 $61.0M
Millennium Management 0.05% Add +280.1% 252,026 $61.0M
Kestra Advisory Services, LLC 0.34% Add +8.3% 251,933 $61.0M
Private Advisor Group, LLC 0.34% Reduce -1.4% 250,420 $60.6M
Captrust Financial Advisors 0.17% Add +0.3% 249,646 $60.4M
Diversify Advisory Services, LLC 3.28% Add +446.0% 239,355 $59.4M
Cresset Asset Management, LLC 0.29% Add +2.2% 244,926 $59.3M
Brown Advisory Inc. 0.07% Add +0.8% 238,286 $57.7M
Mesirow Financial Investment Management, Inc. 1.14% Add +0.6% 237,957 $57.6M
Lido Advisors, LLC 0.36% Add +424.9% 235,733 $57.1M
Teacher Retirement System of Texas 0.20% No change 232,293 $56.2M
Cibc World Market Inc. 0.13% Add +2.0% 232,193 $56.2M
Rock Creek Group LLC 5.85% Add +2.7% 229,865 $55.7M
W1M Asset Management Ltd 4.58% Add +3.7% 222,308 $53.8M
Rathbones Group PLC 0.25% Reduce -2.0% 209,719 $50.8M
Marshall Wace, LLP 0.06% Reduce -38.9% 207,286 $50.2M
C V Starr & Co. Inc. 38.64% — 204,493 $49.5M
Janney Montgomery Scott LLC 0.14% Reduce -0.4% 203,997 $49.4M
Greenlight Capital (DME Capital Management) 2.52% Reduce -3.2% 201,941 $48.9M
NewEdge Advisors, LLC 0.29% Add +1.5% 200,394 $48.5M
Wealth Enhancement Advisory Services, LLC 0.09% Add +13.2% 200,115 $48.5M
ArrowMark Colorado Holdings LLC 0.65% No change 200,000 $48.4M
Synovus Financial Corp. 0.61% Reduce -32.4% 198,480 $48.1M
Fifth Third Bancorp 0.17% Reduce -4.3% 197,886 $47.9M
Banco Santander, S.A. 0.57% Add +21.9% 195,837 $47.4M
Hancock Whitney Corp. 1.49% Add +1.2% 194,610 $47.1M
Dimension Capital Management LLC 7.58% Reduce -0.1% 191,641 $46.4M
Staley Capital Advisers Inc. 2.05% Reduce -0.6% 190,789 $46.2M
Allen Investment Management, LLC 0.53% Add +95.9% 189,199 $45.8M
Moody LYNN Lieberson & Walker, LLC 2.78% Add +1.9% 187,402 $45.4M
Tanglewood Wealth Management, Inc. 5.21% Reduce -0.3% 186,676 $45.2M
Creative Planning 0.04% Add +4.1% 179,325 $43.4M
Susquehanna International Group, LLP 0.06% Reduce -75.9% 179,303 $43.4M
Glenmede Trust Co. NA 0.22% Reduce -11.7% 174,786 $42.3M
Blair William & Co. 0.12% Add +2.9% 170,588 $41.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.43% Reduce -3.3% 170,019 $41.1M
Bedell Frazier Investment Counselling, LLC 9.55% Reduce -0.5% 159,193 $38.5M
Mercer Global Advisors Inc. 0.09% Reduce -2.4% 160,928 $38.4M
Invesco Ltd. 0.01% Add +60.6% 156,000 $37.8M
Wellington Management Group LLP 0.01% Reduce -5.6% 155,489 $37.6M
Steward Partners Investment Advisory, LLC 0.33% Add +1.9% 152,981 $37.0M
WS Management LLLP 5.71% Reduce -55.7% 152,940 $37.0M
Equitable Holdings, Inc. 0.35% Add +4.7% 152,051 $36.8M
Townsend & Associates, Inc 3.77% Add +1.3% 145,442 $36.8M
Eisler Capital Management Ltd. 1.22% — 148,975 $36.6M
Tudor Investment Corporation 0.39% Add +13.0% 150,695 $36.5M
Cobalt Capital Management, Inc. 15.09% Reduce -14.3% 150,000 $36.3M
Atria Wealth Solutions, Inc. 0.39% Reduce -24.3% 147,846 $35.8M
Rice Partnership, LLC 6.62% Add +9.0% 143,563 $34.8M
National Bank of Canada 0.04% Add +6.0% 140,098 $33.9M
Bank of New York Mellon Corp 0.01% Reduce -30.5% 139,396 $33.8M
Mackenzie Financial Corp. 0.04% Add +24.0% 134,200 $32.5M
Richard C. Young & CO., LTD. 3.51% Reduce -2.1% 133,002 $32.2M
Keybank National Association 0.12% Reduce -2.7% 132,393 $32.1M
TD Asset Management Inc 0.03% Reduce -3.5% 132,135 $32.0M
Oakworth Capital, Inc. 2.18% Add +0.7% 130,977 $31.7M
Comerica Bank 0.13% Reduce -0.5% 129,121 $31.3M
Cercano Management LLC 0.79% Reduce -18.4% 128,867 $31.2M
Scotia Capital Inc. 0.16% Add +44.2% 127,775 $30.9M
Pictet North America Advisors SA 2.90% Add +0.1% 126,524 $30.5M
JTC Employer Solutions Trustee Ltd 2.13% Add +8.4% 124,762 $30.0M
Beacon Pointe Advisors, LLC 0.33% Add +3.1% 121,917 $29.5M
Brookstone Capital Management 0.43% Reduce -13.7% 121,443 $29.4M
FIL Ltd 0.03% Reduce -53.3% 120,310 $29.1M
Avantax Advisory Services, Inc. 0.18% Add +17.6% 118,201 $28.6M
Sapient Capital LLC 0.54% Add +1.7% 117,089 $28.4M
Redhawk Wealth Advisors, Inc. 3.75% Add +28.8% 114,484 $27.7M
Walleye Trading LLC 0.53% Reduce -5.4% 112,176 $27.2M
Allworth Financial LP 0.15% Add +4.3% 106,291 $27.0M
Bleakley Financial Group, LLC 0.81% Reduce -5.2% 111,029 $26.9M
Alliancebernstein L.P. 0.01% Reduce -1.5% 108,894 $26.4M
True Freedom Investing, LLC 11.39% — 108,450 $26.3M
Chesley Taft & Associates LLC 1.22% Add +2.6% 108,317 $26.2M
Csenge Advisory Group 1.41% Reduce -10.6% 107,591 $26.1M
AMG National Trust Bank 0.72% Reduce -0.4% 107,973 $26.0M
Mader & Shannon Wealth Management, Inc. 15.75% Reduce -2.9% 105,199 $25.5M
D. Scott Neal, Inc. 13.67% Reduce -3.6% 102,952 $24.9M
Kestra Private Wealth Services, LLC 0.42% Add +1.0% 102,093 $24.7M
AlphaCore Capital LLC 5.34% Add +1.5% 101,832 $24.7M
Hilltop Holdings Inc. 1.55% Add +7.9% 101,382 $24.5M
Pinnacle Financial Partners Inc 0.49% Add +1.0% 99,920 $24.2M
Envestnet Portfolio Solutions, Inc. 0.08% Add +2.2% 99,596 $24.1M
Fullerton Fund Management Co Ltd. 0.84% Reduce -55.5% 99,433 $24.1M
&partners 0.28% Add +16.7% 96,229 $23.4M
Evelyn Partners Asset Management Ltd 6.29% — 96,496 $23.4M
Keel Point, LLC 1.86% Add +13.3% 95,703 $23.2M
AQR Capital Management 0.03% Add +0.4% 95,379 $23.1M
Strategic Wealth Investment Group, LLC 1.27% Reduce -1.8% 94,985 $23.0M
Franklin Resources Inc. 0.01% Reduce -9.7% 94,630 $22.9M
First Horizon Advisors, Inc. 0.64% Reduce -6.0% 94,325 $22.8M
Sicart Associates LLC 8.16% Reduce -2.3% 94,235 $22.8M
Lazard Asset Management LLC 0.04% Add +1.3% 92,875 $22.5M
M&T Bank Corp 0.07% Reduce -3.0% 91,560 $22.2M
Oppenheimer & Co. Inc. 0.33% Add +6.7% 91,422 $22.1M
First National Corp. /Ma/ 4.97% Reduce -2.2% 90,664 $22.0M
Atria Investments, Inc 0.27% Add +11.4% 89,937 $21.8M
Essex Financial Services, Inc. 1.53% Reduce -1.1% 89,358 $21.6M
Independent Advisor Alliance 0.28% Reduce -1.3% 88,846 $21.5M
Integrated Wealth Concepts LLC 0.25% Reduce -5.6% 87,709 $21.2M
Advisory Services Network, LLC 0.39% Reduce -4.0% 87,458 $21.2M
Clifford Swan Investment Counsel LLC 0.76% Reduce -1.2% 87,368 $21.2M
United Asset Strategies, Inc. 1.92% Add +1.1% 86,218 $20.9M
Act Wealth Management, LLC 9.75% Reduce -6.2% 86,164 $20.9M
Janney Capital Management LLC 1.37% Reduce -3.8% 85,806 $20.8M
Prospera Financial Services Inc 0.47% Reduce -3.0% 83,770 $20.3M
Jones Financial Companies LLLP 0.02% Add +79.3% 83,646 $20.3M
Jefferies Financial Group Inc. 0.23% Add +1588.7% 82,914 $20.1M
Sanctuary Advisors, LLC 0.13% Reduce -12.6% 77,312 $20.0M
Dynamic Advisor Solutions LLC 0.85% Reduce -16.2% 81,360 $19.7M
Thrivent Financial for Lutherans 0.04% Reduce -0.3% 81,060 $19.7M
Wealthfront Advisers LLC 0.06% Add +6.6% 81,103 $19.6M
S&co Inc. 1.32% No change 80,565 $19.5M
FFG Partners, LLC 6.78% Add +0.7% 79,895 $19.3M
Concurrent Investment Advisors, LLC 0.52% Reduce -1.3% 79,836 $19.3M
Lee Financial Co 2.70% Reduce -1.4% 79,279 $19.2M
Evercore Wealth Management, LLC 0.29% Reduce -0.5% 79,208 $19.2M
Peapack Gladstone Financial Corp. 0.28% Add +0.3% 78,773 $19.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.54% Add +143.5% 77,915 $18.9M
Northcape Wealth Management, LLC 6.09% Add +4.1% 77,800 $18.8M
CWA Asset Management Group, LLC 0.95% Add +0.5% 77,612 $18.8M
Commerce Bank 0.12% Reduce -3.6% 77,418 $18.7M
AE Wealth Management LLC 0.16% Reduce -14.9% 76,934 $18.6M
Corecam Pte. Ltd. 10.06% Add +14.9% 76,636 $18.6M
Woodline Partners LP 0.13% New 76,526 $18.5M
Twin Focus Capital Partners, LLC 2.73% Reduce -12.4% 76,355 $18.5M
Neuberger Berman Group LLC 0.01% Reduce -3.7% 75,755 $18.3M
Intrua Financial, LLC 2.96% Reduce -14.0% 75,254 $18.2M
CENTRAL TRUST Co 0.45% Reduce -12.0% 75,210 $18.2M
Rothschild Capital Partners, LLC 4.39% Add +0.3% 74,816 $18.1M
Private Wealth Advisors, LLC 7.84% Reduce -3.3% 74,225 $18.0M
Catawba River Capital 10.51% Add +1.6% 72,786 $17.6M
Federation des caisses Desjardins du Quebec 0.09% Add +3.0% 72,492 $17.6M
Arkos Global Advisors 2.56% Reduce -2.3% 72,010 $17.4M
Guggenheim Capital LLC 0.14% Add +3.0% 71,770 $17.4M
Checchi Capital Advisers, LLC 1.29% Reduce -8.5% 71,482 $17.3M
PFG Advisors 1.06% Reduce -2.2% 71,311 $17.3M
Pine Ridge Advisers LLC 1.53% No change 71,225 $17.2M
Prelude Capital Management, LLC 1.45% Reduce -4.5% 71,096 $17.2M
Innovative Advisory Group, LLC 15.23% — 70,538 $17.1M
ARS Wealth Advisors Group, LLC 2.31% Reduce -0.4% 69,356 $16.8M
EPIQ Capital Group, LLC 4.37% Reduce -0.6% 69,232 $16.8M
Client First Capital LLC 8.56% Add +4.6% 68,771 $16.7M
Perigon Wealth Management, LLC 0.41% Add +9.1% 66,225 $16.6M
Riggs Asset Managment Co. Inc. 4.43% Reduce -1.3% 68,958 $16.6M
Marex Group Ltd 0.28% Add +20.0% 67,822 $16.4M
Tocqueville Asset Management L.P. 0.26% Reduce -0.2% 67,767 $16.4M
W1M Investment Management Ltd 0.26% Add +4.6% 67,072 $16.2M
Omnia Family Wealth, LLC 6.70% Add +1.9% 66,985 $16.2M
McElhenny Sheffield Capital Management, LLC 5.43% Add +7255.1% 66,931 $16.2M
SCS Capital Management LLC 0.33% Add +0.4% 66,907 $16.2M
Exencial Wealth Advisors, LLC 0.59% Reduce -1.2% 66,151 $16.0M
Independent Financial Group, LLC 0.53% Add +17.2% 65,923 $16.0M
Measured Wealth Private Client Group, LLC 5.06% Add +5.5% 64,674 $15.7M
Stratos Wealth Advisors, LLC 0.75% Reduce -3.0% 64,380 $15.6M
B. Riley Wealth Advisors, Inc. 0.51% Reduce -16.6% 63,953 $15.5M
Baldwin Wealth Partners LLC 1.07% Reduce -1.5% 63,807 $15.4M
Arete Wealth Advisors, LLC 1.11% Reduce -2.4% 63,612 $15.4M
Vista Finance, LLC 15.70% Add +39.4% 63,167 $15.3M
Shufro Rose & Co. LLC 1.19% Add +0.3% 62,913 $15.2M
Atlantic Union Bankshares Corp 0.88% Reduce -5.0% 62,679 $15.2M
Financial Advocates Investment Management 0.86% Reduce -0.6% 62,354 $15.1M
Insigneo Advisory Services, LLC 1.56% Reduce -4.5% 62,301 $15.1M
Harbour Investments, Inc. 0.43% Reduce -7.5% 62,073 $15.0M
Pinkerton Wealth, LLC 2.18% Add +32.6% 62,067 $15.0M
CIBC Private Wealth Group LLC 0.03% Add +2.3% 61,098 $15.0M
Assetmark, Inc. 0.04% Reduce -14.1% 61,730 $14.9M
Sigma Planning Corp 0.47% Reduce -16.6% 61,312 $14.8M
Menlo Advisors LLC 7.56% Add +13.5% 61,206 $14.8M
RS Crum Inc. 3.64% Reduce -0.5% 60,948 $14.8M
Pathstone Holdings, LLC 0.06% Add +26.0% 60,322 $14.6M
Mirae Asset Global Investments Co., Ltd. 0.06% Add +1.3% 60,320 $14.5M
Bright Financial Advisors, Inc. 9.12% Reduce -1.0% 59,914 $14.5M
DSG Capital Advisors, LLC 2.59% — 59,003 $14.3M
Avalon Capital Management 4.58% Reduce -10.5% 58,636 $14.2M
WNY Asset Management, LLC 1.76% Reduce -57.8% 58,556 $14.2M
Wilmington Savings Fund Society, FSB 0.25% Add +4.5% 58,351 $14.1M
James Hambro & Partners LLP 0.55% Reduce -27.8% 58,013 $14.0M
Evolution Wealth Advisors, LLC 2.33% Reduce -15.2% 57,540 $13.9M
ICONIQ Capital, LLC 0.22% Add +19.4% 57,318 $13.9M
TD Waterhouse Canada Inc. 0.11% Reduce -19.6% 56,794 $13.8M
IHT Wealth Management, LLC 0.44% Reduce -20.4% 56,376 $13.7M
Quantitative Investment Management, LLC 1.02% New 56,147 $13.6M
Your Advocates Ltd., LLP 5.38% Reduce -0.7% 55,892 $13.5M
Level Four Advisory Services, LLC 0.55% Add +1.3% 55,707 $13.5M
Vontobel Holding Ltd. 0.05% Add +26.5% 55,654 $13.5M
Knollwood Investment Advisory, LLC 1.41% No change 55,611 $13.5M
Evoke Wealth, LLC 0.37% Add +4.3% 55,537 $13.4M
Pettinga Financial Advisors LLC 3.00% Reduce -1.6% 54,692 $13.2M
Westover Capital Advisors, LLC 2.89% Reduce -1.1% 54,272 $13.1M
Palumbo Wealth Management LLC 4.90% Reduce -0.1% 54,198 $13.1M
Executive Wealth Management, LLC 1.02% Reduce -1.2% 54,019 $13.1M
Cadence Wealth Management LLC 8.63% Reduce -15.3% 53,788 $13.0M
NorthCoast Asset Management LLC 0.06% Reduce -11.2% 53,350 $12.9M
HRT Financial LP 0.07% Add +1329.6% 53,325 $12.9M
Stratos Wealth Partners, LTD. 0.18% Add +1.0% 53,256 $12.9M
Wallington Asset Management, LLC 1.86% Reduce -1.9% 53,178 $12.9M
SBI Securities Co., Ltd. 0.39% — 52,899 $12.8M
Edmond DE Rothschild Holding S.A. 0.22% Add +0.9% 52,395 $12.7M
Acorn Creek Capital LLC 6.47% Add +2.1% 52,006 $12.6M
Fifth Third Securities, Inc. 1.06% Add +38.0% 51,665 $12.5M
Ashton Thomas Private Wealth, LLC 0.49% Add +44.6% 51,458 $12.5M
Horizon Wealth Management, LLC 2.15% New 51,126 $12.4M
GenTrust, LLC 0.54% Add +7.5% 51,079 $12.4M
HB Wealth Management, LLC 0.13% Add +5.2% 50,814 $12.3M
Hamilton Wealth, LLC 2.96% Add +0.9% 50,496 $12.2M
Wealthspire Advisors, LLC 0.12% Add +2.3% 50,055 $12.1M
Intrinsic Edge Capital Management LLC 1.64% No change 50,000 $12.1M
Renaissance Technologies 0.02% Add +487.1% 49,900 $12.1M
Motco 1.24% Reduce -2.4% 49,802 $12.1M
AdvisorNet Financial, Inc 1.01% Add +31.8% 49,592 $12.0M
Levin Capital Strategies, L.P. 1.14% Add +2.5% 49,473 $12.0M
Centaurus Financial, Inc. 0.73% Reduce -7.6% 49,297 $11.9M
Axxcess Wealth Management, LLC 0.29% Add +2.5% 49,027 $11.9M
Bank of New Hampshire 3.05% Reduce -2.2% 48,913 $11.8M
Impact Partnership Wealth, LLC 2.37% Add +12.9% 48,415 $11.7M
Grant/GrossMendelsohn, LLC 6.12% Add +2.3% 48,367 $11.7M
Park Avenue Securities LLC 0.12% Add +4.7% 48,064 $11.6M
SMI Advisory Services, LLC 2.68% Reduce -30.1% 47,342 $11.6M
IronBridge Private Wealth, LLC 4.22% Reduce -4.1% 47,445 $11.5M
Centerstone Investors, LLC 10.71% No change 47,269 $11.4M
Oliver Luxxe Assets LLC 2.06% No change 46,985 $11.4M
Violich Capital Management, Inc. 1.48% Add +3.9% 47,122 $11.4M
Snowden Capital Advisors LLC 0.36% Add +5.0% 46,943 $11.4M
Meridian Wealth Management, LLC 0.53% Add +2.6% 46,584 $11.3M
Fortis Group Advisors, LLC 2.09% Reduce -29.7% 46,364 $11.2M
Marco Investment Management LLC 0.97% Reduce -0.6% 46,342 $11.2M
Strategic Investment Management, LLC 3.86% Add +55.1% 46,220 $11.2M
Strategic Financial Services, Inc. 0.66% Reduce -7.3% 45,859 $11.1M
TSP Capital Management Group, LLC 3.77% Add +0.0% 45,789 $11.1M
Fidelis Capital Partners, LLC 1.09% Add +9.0% 42,106 $10.9M
Cynosure Group, LLC 1.63% Reduce -7.0% 45,136 $10.9M
Jacobi Capital Management LLC 0.81% Reduce -4.5% 44,819 $10.9M
Ellsworth Advisors, LLC 2.84% Reduce -2.1% 44,806 $10.8M
Castleark Management LLC 0.38% Reduce -13.5% 44,765 $10.8M
Stonehage Fleming Financial Services Holdings Ltd 0.30% No change 44,670 $10.8M
DAVENPORT & Co LLC 0.06% Reduce -4.5% 44,660 $10.8M
Perennial Advisors, LLC 2.33% — 44,264 $10.7M
Evelyn Partners Investment Management (Europe) Ltd 3.90% — 44,244 $10.7M
MAI Capital Management 0.08% New 44,219 $10.7M
D.A. Davidson & Co. 0.09% Reduce -26.9% 43,953 $10.6M
Greenbush Financial Group, LLC 5.60% — 43,748 $10.6M
Olympus Wealth Management, LLC 3.86% Reduce -8.2% 43,780 $10.6M
Pinebridge Investments, L.P. 0.08% No change 43,254 $10.5M
XML Financial, LLC 0.96% Add +6.2% 43,072 $10.4M
Manatuck Hill Partners, LLC 4.27% Reduce -4.4% 43,000 $10.4M
Joule Financial, LLC 3.64% Add +3.6% 42,565 $10.3M
Three Seasons Wealth, LLC 5.02% Add +19.0% 42,532 $10.3M
FWL Investment Management, LLC 3.72% Add +22.0% 42,270 $10.2M
Fiduciary Trust Co 0.14% Add +10.8% 42,221 $10.2M
Bfsg, LLC 1.19% Add +39.9% 42,184 $10.2M
Ameritas Advisory Services, LLC 0.35% Add +40.1% 42,029 $10.2M
Nwam LLC 0.63% Reduce -1.8% 41,969 $10.2M
Buck Wealth Strategies, LLC 2.10% Add +59.0% 41,809 $10.1M
Fourpath Capital Management, LLC 1.86% Reduce -3.2% 41,579 $10.1M
OMC Financial Services LTD 4.26% Add +10.8% 41,377 $10.0M
EP Wealth Advisors, LLC 0.08% Add +1.5% 41,098 $10.0M
Jump Financial, LLC 0.22% Add +31.3% 41,063 $9.9M
OmniStar Financial Group, Inc. 7.95% Reduce -2.4% 40,813 $9.9M
Clearstead Advisors, LLC 0.15% Add +2.9% 40,591 $9.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -61.9% 40,455 $9.8M
Humankind Investments LLC 2.45% New 40,000 $9.7M
Climber Capital SA 7.97% — 42,888 $9.7M
Sugar Maple Asset Management, LLC 7.33% Add +4.1% 39,796 $9.6M
Brown Brothers Harriman & Co. 0.07% Reduce -2.3% 39,653 $9.6M
Arkadios Wealth Advisors 0.52% Add +12.1% 39,540 $9.6M
TD Private Client Wealth LLC 0.27% Add +14.2% 39,519 $9.6M
Lyell Wealth Management, LP 0.86% Add +9.3% 39,441 $9.5M
Canton Hathaway, LLC 2.38% Add +4.3% 39,332 $9.5M
Prairie Wealth Advisors, Inc. 4.56% Reduce -0.7% 39,169 $9.5M
Cassia Capital Partners, LLC 6.05% Add +10.5% 39,163 $9.5M
1 North Wealth Services LLC 4.01% — 39,074 $9.5M
Choate Investment Advisors 0.23% No change 38,971 $9.4M
GAMCO Investors 0.10% Reduce -2.5% 38,910 $9.4M
PCG Wealth Advisors, LLC 3.48% Add +10.4% 38,894 $9.4M
Kingsview Wealth Management, LLC 0.18% Add +1.0% 38,838 $9.4M
Nvest Financial, LLC 4.75% Reduce -3.3% 38,678 $9.4M
Drake & Associates, LLC 2.66% Add +2.3% 35,381 $9.3M
Compton Financial Group, LLC 2.76% Add +4.3% 38,311 $9.3M
Parallel Advisors, LLC 0.21% Add +1.2% 37,976 $9.2M
Blue Fin Capital, Inc. 1.68% Add +0.4% 37,671 $9.1M
Stonehearth Capital Management, LLC 3.64% Reduce -2.1% 37,455 $9.1M
Stephens Inc. 0.13% Reduce -1.4% 37,324 $9.0M
Ieq Capital, LLC 0.09% Add +7.2% 36,853 $8.9M
Bank Pictet & Cie (Europe) AG 0.20% Reduce -12.3% 37,007 $8.9M
DDFG, Inc 2.56% Reduce -0.2% 36,698 $8.9M
Syon Capital LLC 0.80% Add +0.9% 36,662 $8.9M
Sterling Investment Management, LLC 6.95% Add +10.5% 36,580 $8.9M
Gladstone Institutional Advisory LLC 0.41% Add +16.6% 36,384 $8.8M
Parsons Capital Management Inc. 0.48% Reduce -2.3% 36,289 $8.8M
Bessemer Group Inc. 0.01% Reduce -3.2% 35,788 $8.7M
Ball & Co Wealth Management Inc. 6.85% — 35,538 $8.6M
Transform Wealth, LLC 0.48% Add +57.9% 35,459 $8.6M
Integrated Advisors Network LLC 0.41% Add +4.1% 35,443 $8.6M
First Trust Bank, Ltd. 24.57% No change 35,210 $8.5M
Great Valley Advisor Group, Inc. 0.19% Reduce -10.2% 35,131 $8.5M
Southeast Asset Advisors, LLC 1.04% Add +0.1% 35,093 $8.5M
1834 Investment Advisors Co. 1.08% Reduce -8.0% 35,086 $8.5M
J.Safra Asset Management Corp 0.69% Add +13.7% 35,021 $8.4M
Lokken Investment Group LLC 3.63% Reduce -3.2% 34,686 $8.4M
Christopher J. Hasenberg, Inc 3.37% Reduce -0.3% 34,532 $8.4M
Pitcairn Co. 0.49% Reduce -4.1% 34,126 $8.3M
ExodusPoint Capital Management, LP 0.09% New 34,033 $8.2M
Larson Financial Group LLC 0.43% Add +45.1% 33,994 $8.2M
Jaffetilchin Investment Partners, LLC 0.59% Add +3.9% 33,917 $8.2M
Nations Financial Group Inc, /Ia/ 0.60% Add +1.6% 33,753 $8.2M
Ballentine Partners, LLC 0.14% Reduce -0.8% 33,681 $8.2M
Strategic Blueprint, LLC 0.48% Add +3.5% 33,530 $8.1M
CPR Investments Inc. 7.31% Reduce -25.8% 33,457 $8.1M
Fortis Capital Management LLC 1.51% Add +3.3% 33,450 $8.1M
Merit Financial Group, LLC 0.15% Reduce -0.0% 33,388 $8.1M
First Manhattan Co. Llc. 0.02% Reduce -9.1% 33,300 $8.1M
Scarborough Advisors, LLC 1.13% Add +21.6% 32,877 $8.0M
Park Edge Advisors, LLC 2.31% Reduce -24.1% 32,846 $8.0M
Vigilare Wealth Management 3.22% Reduce -8.7% 32,726 $7.9M
Global Retirement Partners, LLC 0.22% Add +23.1% 32,402 $7.8M
swisspartners Advisors Ltd 8.42% Add +12.7% 35,580 $7.8M
Union Bancaire Privee, UBP SA 0.14% — 35,335 $7.8M
Mgo One Seven LLC 0.30% Reduce -11.6% 32,134 $7.8M
BTG Pactual Asset Management US LLC 1.00% Add +24.5% 31,903 $7.8M
Knoll Capital Management, LLC 4.99% No change 32,000 $7.7M
Quantum Capital Management, LLC / NJ 0.83% Add +0.6% 31,898 $7.7M
J.W. Cole Advisors, Inc. 0.31% Add +17.4% 31,775 $7.7M
Biltmore Wealth Management, LLC 3.19% Reduce -0.1% 31,632 $7.7M
Redwood Park Advisors LLC 6.52% — 31,568 $7.6M
Independent Family Office, LLC 3.96% Reduce -0.5% 31,485 $7.6M
Van Hulzen Asset Management, LLC 0.56% Add +1.1% 31,428 $7.6M
OneDigital Investment Advisors LLC 0.09% Add +0.7% 31,256 $7.6M
Savant Capital, LLC 0.06% Add +49.2% 31,238 $7.6M
Symphony Financial, Ltd. Co. 1.18% Add +0.2% 29,760 $7.5M
U.S. Capital Wealth Advisors, LLC 0.23% Add +5.0% 30,986 $7.5M
Three Bridge Wealth Advisors, LLC 2.63% Add +0.5% 30,985 $7.5M
LS Investment Advisors, LLC 1.10% Reduce -1.8% 30,893 $7.5M
Apollon Wealth Management, LLC 0.17% Add +20.7% 30,690 $7.4M
Corepath Wealth Partners LLC 7.23% Reduce -0.5% 30,047 $7.4M
Summit Financial, LLC 0.26% Add +11.0% 30,538 $7.4M
Harvest Investment Services, LLC 1.80% Add +8.3% 30,426 $7.4M
Stock Yards Bank & Trust Co. 0.25% Reduce -3.2% 30,108 $7.3M
Skylands Capital, LLC 1.00% Reduce -0.7% 29,475 $7.1M
CoreCap Advisors, LLC 0.32% Reduce -7.8% 29,314 $7.1M
Benjamin Edwards Inc. 0.10% Add +9.9% 29,312 $7.1M
Oxbow Advisors, LLC 0.85% Add +6.6% 29,133 $7.1M
Conservest Capital Advisors, Inc. 0.72% Reduce -8.6% 28,797 $7.0M
World Equity Group, Inc. 1.48% Add +107.3% 28,582 $6.9M
waypoint wealth counsel 4.45% Reduce -1.0% 28,156 $6.8M
North Star Investment Management Corp. 0.47% Reduce -0.9% 28,056 $6.8M
FineMark National Bank & Trust 0.24% Reduce -0.8% 28,056 $6.8M
Focus Financial Network, Inc. 0.27% Add +4.4% 27,632 $6.7M
Sovran Advisors, LLC 0.95% — 27,048 $6.7M
DHK Financial Advisors, Inc. 4.05% Add +3.4% 27,549 $6.7M
Alexis Investment Partners, LLC 3.25% — 27,608 $6.6M
Capital Investment Advisory Services, LLC 0.64% Add +1.2% 27,405 $6.6M
LFA - Lugano Financial Advisors SA 4.33% Add +2.0% 27,366 $6.6M
CreativeOne Wealth, LLC 0.20% Add +4.0% 27,260 $6.6M
Blue Trust, Inc. 0.08% Add +19.1% 27,214 $6.6M
Barry Investment Advisors, LLC 2.11% Reduce -2.3% 27,143 $6.6M
Genesis Private Wealth, LLC 3.61% — 27,027 $6.5M
Ingalls & Snyder LLC 0.26% Reduce -4.5% 26,873 $6.5M
Cranbrook Wealth Management, LLC 1.49% Add +0.3% 26,587 $6.4M
Sowell Financial Services LLC 0.34% Reduce -14.4% 26,582 $6.4M
Circle Wealth Management, LLC 0.14% Reduce -0.1% 26,378 $6.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -17.8% 26,300 $6.4M
Thomist Capital Management, LP 2.04% Reduce -52.5% 26,374 $6.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.93% Reduce -7.9% 26,050 $6.3M
Transcend Capital Advisors, LLC 0.45% Reduce -6.4% 25,886 $6.3M
5th Street Advisors, LLC 3.25% Reduce -6.0% 25,832 $6.3M
Prime Capital Investment Advisors, LLC 0.09% Reduce -1.7% 25,692 $6.2M
StoneX Group Inc. 0.34% Add +37.7% 25,674 $6.2M
SVB Wealth LLC 0.12% New 25,661 $6.2M
Nvwm, LLC 1.56% Add +5.4% 25,494 $6.2M
Princeton Global Asset Management LLC 1.15% Add +1.6% 25,490 $6.2M
MacKay Shields LLC 1.23% Reduce -33.0% 25,336 $6.1M
Refined Wealth Management 4.63% Add +3.5% 25,129 $6.1M
Belpointe Asset Management LLC 0.37% Add +4.9% 26,263 $6.1M
Western Wealth Management, LLC 0.33% Add +4.2% 25,042 $6.1M
Moneco Advisors, LLC 0.64% Add +13.5% 24,923 $6.0M
Debussy Capital Management LP 0.92% Add +0.8% 23,727 $6.0M
E&G Advisors, LLC 1.63% Add +7.9% 24,775 $6.0M
Sequent Planning LLC 2.20% Reduce -76.5% 24,706 $6.0M
Bellecapital International Ltd. 1.06% No change 24,466 $5.9M
Oxler Private Wealth LLC 1.95% No change 24,443 $5.9M
Harvest Fund Management Co., Ltd 0.27% Add +0.8% 24,388 $5.9M
Schwartz Investment Counsel Inc. 0.21% No change 24,344 $5.9M
World Investment Advisors 0.16% Add +57.1% 24,314 $5.9M
IFP Advisors, Inc 0.19% Add +4.9% 24,301 $5.9M
St. Johns Investment Management Company, LLC 2.73% Reduce -7.1% 24,225 $5.9M
Banque Pictet & Cie SA 0.06% Reduce -2.6% 24,265 $5.8M
Mutual Advisors, LLC 0.17% Reduce -8.9% 23,316 $5.8M
PFG Investments, LLC 0.36% Reduce -1.7% 24,035 $5.8M
Virtue Capital Management, LLC 1.17% Add +224.2% 24,010 $5.8M
Petra Financial Advisors Inc. 3.92% Reduce -2.7% 23,826 $5.8M
AAF Wealth Management, LLC 2.90% New 23,763 $5.8M
Fairview Capital Investment Management, LLC 0.30% Add +0.4% 23,677 $5.7M
Cohen & Steers, Inc. 0.01% No change 23,675 $5.7M
Agf Management Ltd. 0.03% No change 23,630 $5.7M
Maridea Wealth Management LLC 1.83% — 23,397 $5.7M
Dakota Wealth Management 0.13% Add +1.4% 23,339 $5.7M
Versant Capital Management, Inc 1.21% Reduce -1.3% 23,276 $5.6M
Greykasell Wealth Strategies, Inc. 3.10% — 23,074 $5.6M
Bokf, NA 0.09% Reduce -5.2% 22,485 $5.6M
NewEdge Wealth, LLC 0.10% Reduce -1.5% 22,814 $5.5M
Aptus Capital Advisors, LLC 0.07% Add +62.0% 22,800 $5.5M
Baron Financial Group, LLC 3.41% Reduce -1.6% 22,735 $5.5M
B&D White Capital Company, LLC 0.93% New 22,730 $5.5M
Associated Banc-Corp 0.17% Add +1.1% 22,635 $5.5M
Stonebridge Financial Group, LLC 0.60% — 22,569 $5.5M
Cape Cod Five Cents Savings Bank 0.48% No change 22,407 $5.4M
Balboa Wealth Partners 1.25% Reduce -7.3% 22,470 $5.4M
Benson Investment Management Company, Inc. 2.26% New 22,445 $5.4M
Narus Financial Partners, LLC 1.83% Add +10.6% 22,367 $5.4M
Becker Capital Management Inc. 0.18% Reduce -0.8% 22,322 $5.4M
Muhlenkamp & Co. Inc. 1.62% Add +0.6% 22,085 $5.3M
Sharp Wealth Advisory, LLC 4.05% Add +1.8% 22,015 $5.3M
Westside Investment Management, Inc. 1.12% Reduce -1.8% 21,871 $5.3M
Walleye Capital LLC 0.06% New 21,815 $5.3M
Phoenix Financial Ltd. 0.07% New 21,792 $5.3M
Squarepoint Ops LLC 0.01% Reduce -97.0% 21,558 $5.2M
Beacon Capital Management, Inc. 0.23% No change 21,520 $5.2M
Legacy Advisors, LLC 0.51% Add +1.4% 21,494 $5.2M
Wesbanco Bank Inc. 0.18% Reduce -2.5% 21,471 $5.2M
CW Advisors, LLC 0.07% Add +5.8% 21,441 $5.2M
Townsquare Capital LLC 0.06% Add +7.3% 21,436 $5.2M
Senator Investment Group LP 0.15% New 21,310 $5.2M
Consilium Wealth Advisory, LLC 2.45% New 21,251 $5.1M
Lake Hills Wealth Management, LLC 3.50% Reduce -1.7% 21,164 $5.1M
Capital Advisory Group Advisory Services, LLC 1.84% Add +4.2% 21,159 $5.1M
Summit Trail Advisors, LLC 0.19% Add +0.3% 21,066 $5.1M
Prostatis Group LLC 1.48% Add +11.7% 20,974 $5.1M
McBroom & Associates, LLC 2.86% Add +8.3% 20,858 $5.1M
WealthBridge Capital Management, LLC 1.40% Add +3.1% 20,783 $5.0M
TCTC Holdings, LLC 0.18% Add +5.8% 20,757 $5.0M
Callan Family Office, LLC 0.32% Reduce -1.1% 20,735 $5.0M
Lake Street Advisors Group, LLC 0.23% Add +304.8% 20,724 $5.0M
Howland Capital Management LLC 0.22% Reduce -0.2% 20,720 $5.0M
Eagle Strategies LLC 0.87% Add +1.1% 20,688 $5.0M
Zacks Investment Management 0.05% Add +180.6% 20,553 $5.0M
Elevation Point Wealth Partners, LLC 0.40% Add +4.3% 20,342 $4.9M
Basso Capital Management, L.P. 4.23% Add +4.2% 20,195 $4.9M
Trivium Point Advisory, LLC 0.62% Reduce -2.5% 20,166 $4.9M
Edge Capital Group, LLC 0.22% Reduce -98.8% 296 $4.9M
Cloverfields Capital Group, LP 1.57% Reduce -0.5% 20,110 $4.9M
Baker Tilly Wealth Management, LLC 1.91% Reduce -0.3% 20,107 $4.9M
Focus Partners Advisor Solutions, LLC 0.08% Add +131.8% 20,069 $4.9M
Pine Valley Investments Ltd Liability Co 0.32% Reduce -0.9% 19,955 $4.8M
Altfest L J & Co. Inc. 0.62% Add +49.8% 19,943 $4.8M
North Star Asset Management Inc. 0.21% Reduce -2.1% 19,819 $4.8M
Oppenheimer & Close, LLC 3.94% Reduce -10.1% 19,803 $4.8M
Essential Planning, LLC. 0.03% New 19,500 $4.8M
Williams Jones Wealth Management, LLC. 0.06% Add +0.6% 19,762 $4.8M
WESPAC Advisors, LLC 3.51% Reduce -37.8% 19,715 $4.8M
Whittier Trust Co. 0.06% Add +7.1% 19,590 $4.7M
Evelyn Partners Investment Management LLP 0.15% — 19,522 $4.7M
Balefire, LLC 1.61% Reduce -6.9% 19,228 $4.7M
Delos Wealth Advisors, LLC 3.75% Add +9.2% 19,436 $4.7M
TigerOak Management, L.L.C. 1.72% — 19,431 $4.7M
Strategic Wealth Partners, Ltd. 0.39% Reduce -2.4% 17,373 $4.7M
Farmers & Merchants Trust Co of Chambersburg PA 1.77% Add +8.3% 19,345 $4.7M
Wedbush Securities Inc. 0.17% Reduce -1.8% 19,312 $4.7M
Evelyn Partners Investment Management Services Ltd 0.81% — 19,304 $4.7M
Quintet Private Bank (Europe) S.A. 0.26% Add +6539.3% 19,254 $4.7M
Deane Retirement Strategies, Inc. 2.34% Add +2.1% 19,234 $4.7M
Ausdal Financial Partners, Inc. 0.40% Add +8.9% 19,225 $4.7M
RFG Advisory, LLC 0.13% Reduce -22.4% 19,173 $4.6M
Highview Capital Management LLC 1.78% Reduce -52.9% 19,137 $4.6M
Kingswood Wealth Advisors, LLC 0.35% Add +37.6% 19,137 $4.6M
Transce3nd, LLC 1.57% — 19,075 $4.6M
Afg Fiduciary Services Limited Partnership 3.28% Reduce -24.9% 18,534 $4.6M
Alpha Advisors, LLC 4.74% — 19,005 $4.6M
Marathon Trading Investment Management LLC 0.76% Add +47.7% 18,877 $4.6M
Texas Yale Capital Corp. 0.18% Add +0.3% 18,840 $4.6M
Citizens Financial Group Inc. 0.09% Reduce -4.0% 18,832 $4.6M
Journey Advisory Group, LLC 0.54% No change 21,113 $4.5M
Joel Isaacson & Co., LLC 0.20% Add +2.0% 18,724 $4.5M
Gould Capital, LLC 3.15% Reduce -2.4% 18,709 $4.5M
Wealthcare Advisory Partners LLC 0.13% Add +28.9% 18,701 $4.5M
Investment Management Corp. /Va/ 4.03% — 18,579 $4.5M
National Philanthropic Trust 0.06% Reduce -1.5% 18,356 $4.4M
Koshinski Asset Management, Inc. 0.38% Reduce -10.9% 18,331 $4.4M
BlueChip Wealth Advisors LLC 2.45% Reduce -1.7% 18,274 $4.4M
Ariston Services Group 3.83% No change 18,267 $4.4M
NWF Advisory Services Inc. 0.65% Add +30.3% 18,249 $4.4M
Good Life Advisors, LLC 0.32% Add +30.5% 18,223 $4.4M
Tamar Securities, LLC 0.60% Reduce -0.7% 18,024 $4.4M
DCF Advisers, LLC 2.21% No change 18,000 $4.4M
Modera Wealth Management, LLC 0.05% Add +16.1% 17,968 $4.4M
Norris Financial Group, LLC 2.04% Reduce -6.1% 17,961 $4.3M
Almanack Investment Partners, LLC. 0.67% Reduce -21.2% 17,851 $4.3M
Fox Hill Wealth Management 2.44% Reduce -1.6% 17,846 $4.3M
Zeit Capital LLC 3.31% Reduce -38.5% 16,393 $4.3M
Cabot Wealth Management Inc. 0.55% Reduce -1.1% 17,797 $4.3M
Lynx Investment Advisory 2.93% Add +10.4% 17,735 $4.3M
ABLE Financial Group, LLC 1.27% Reduce -25.3% 17,716 $4.3M
Financial Counselors Inc. 0.06% Reduce -2.6% 17,686 $4.3M
Quent Capital, LLC 0.44% Add +2.4% 17,682 $4.3M
Choreo, LLC 0.06% Add +14.4% 17,723 $4.3M
Harbor Investment Advisory, LLC 0.40% Add +3.5% 17,589 $4.3M
Regal Investment Advisors LLC 0.32% Reduce -4.5% 17,517 $4.2M
Twelve Points Wealth Management LLC 1.22% Reduce -0.8% 17,493 $4.2M
Silver Oak Securities, Incorporated 0.39% Reduce -13.9% 17,587 $4.2M
Montag A & Associates Inc. 0.20% Reduce -3.7% 17,460 $4.2M
Polar Asset Management Partners Inc. 0.08% New 17,452 $4.2M
M Holdings Securities, Inc. 0.68% Add +5.7% 17,438 $4.2M
Intellectus Partners, LLC 0.93% Reduce -9.3% 17,280 $4.2M
Thompson Siegel & Walmsley LLC 0.06% Add +5.1% 17,109 $4.1M
Weatherly Asset Management L. P. 0.37% Reduce -0.2% 17,100 $4.1M
IFG Advisory, LLC 0.23% Add +3.7% 17,095 $4.1M
Flagship Harbor Advisors, LLC 0.22% Reduce -16.6% 17,065 $4.1M
Evergreen Capital Management LLC 0.13% Add +0.2% 17,051 $4.1M
Sepio Capital, LP 0.33% Add +0.5% 16,975 $4.1M
Qube Research & Technologies Ltd 0.01% Reduce -56.0% 16,936 $4.1M
Ethos Financial Group, LLC 0.54% Add +598.3% 16,919 $4.1M
BigSur Wealth Management LLC 1.17% Reduce -16.7% 16,915 $4.1M
Segment Wealth Management, LLC 0.28% Reduce -6.2% 16,860 $4.1M
HCR Wealth Advisors 0.51% Add +2.8% 16,850 $4.1M
Cullen/Frost Bankers, Inc. 0.06% Reduce -8.5% 16,745 $4.1M
Bosman Wealth Management, LLC 3.90% — 16,728 $4.1M
Kiley Juergens Wealth Management, LLC 1.01% Add +1.6% 16,697 $4.0M
Wisconsin Wealth Advisors, LLC 5.95% — 16,684 $4.0M
Allie Family Office LLC 2.23% Reduce -0.8% 16,602 $4.0M
Glenorchy Capital Ltd 2.85% Add +1.5% 16,439 $4.0M
Savvy Advisors, Inc. 0.48% Add +134.1% 16,368 $4.0M
Arkfeld Wealth Strategies, L.L.C. 1.82% Reduce -1.1% 16,119 $4.0M
Rehmann Capital Advisory Group 0.25% Reduce -5.6% 16,300 $3.9M
Atticus Wealth Management, LLC 1.22% Add +0.4% 16,243 $3.9M
Advisor Resource Council 2.82% Add +142.8% 16,214 $3.9M
Hollow Brook Wealth Management LLC 1.20% Add +0.1% 16,162 $3.9M
Confluence Wealth Services, Inc. 0.25% Add +0.8% 15,378 $3.9M
Polymer Capital Management (HK) LTD 0.68% Add +21.7% 16,100 $3.9M
Innova Wealth Partners 2.45% New 16,082 $3.9M
Cambridge Associates LLC /Ma/ 0.12% No change 15,984 $3.9M
YHB Investment Advisors, Inc. 0.32% Add +0.0% 15,950 $3.9M
Freestone Capital Holdings, LLC 0.13% Add +25.2% 15,896 $3.8M
Alliance Wealth Advisors, LLC 2.18% Add +0.4% 15,695 $3.8M
Carr Financial Group Corp 1.19% Add +6.4% 15,629 $3.8M
Matauro, LLC 0.82% — 15,626 $3.8M
Game Creek Capital, LP 2.07% Add +56.6% 15,625 $3.8M
Latitude Advisors, LLC 2.13% Add +8.6% 15,584 $3.8M
Centennial Bank 1.77% Reduce -9.8% 15,571 $3.8M
Clark Wealth Partners 2.92% — 15,554 $3.8M
Pinnacle Financial Group, LLC / IL 1.47% Reduce -0.1% 15,525 $3.8M
Scholtz & Company, LLC 1.78% Reduce -25.1% 15,353 $3.7M
Retirement Planning Group, LLC 0.19% Reduce -2.8% 15,344 $3.7M
GoalFusion Wealth Management, LLC 2.02% Add +2.0% 15,313 $3.7M
Mayflower Financial Advisors, LLC 0.55% Add +12.6% 15,269 $3.7M
Regions Financial Corp. 0.03% Reduce -1.9% 15,209 $3.7M
RoundAngle Advisors LLC 3.50% — 15,179 $3.7M
Corundum Group, Inc. 1.37% Add +60.8% 15,170 $3.7M
Texas Bank & Trust Co 1.51% — 15,100 $3.7M
Lodestar Private Asset Management LLC 0.46% Reduce -1.3% 15,051 $3.6M
Consolidated Investment Group LLC 0.51% No change 15,000 $3.6M
FMR LLC 0.00% Add +39.5% 14,996 $3.6M
Heritage Oak Wealth Advisors LLC 1.73% Add +80.8% 14,977 $3.6M
Northeast Financial Group, Inc. 1.38% Add +0.1% 14,966 $3.6M
SeaCrest Wealth Management, LLC 0.38% Add +11.3% 14,929 $3.6M
Tyler-Stone Wealth Management 0.64% Add +17.0% 14,900 $3.6M
ROI Financial Advisors, LLC 2.46% Add +4.7% 14,896 $3.6M
TRUE Private Wealth Advisors 0.44% Add +2.1% 14,879 $3.6M
Castleview Partners, LLC 1.94% Reduce -0.4% 14,650 $3.6M
Mma Asset Management LLC 1.56% Reduce -11.6% 14,787 $3.6M
Sound View Wealth Advisors Group, LLC 0.29% Add +16.1% 14,685 $3.6M
Bell & Brown Wealth Advisors, LLC 1.32% Reduce -0.1% 14,656 $3.5M
Aspire Private Capital, LLC 0.88% Reduce -6.6% 14,634 $3.5M
Sterling Financial Planning, Inc. 1.30% Reduce -3.4% 14,629 $3.5M
Narwhal Capital Management 0.31% Reduce -0.6% 14,595 $3.5M
Copia Wealth Management 3.36% — 14,583 $3.5M
Trek Financial, LLC 0.26% Reduce -24.0% 14,535 $3.5M
White Pine Capital LLC 1.18% Add +7.4% 14,514 $3.5M
Aries Wealth Management 0.97% Add +3.2% 14,513 $3.5M
Wealth Advisory Solutions, LLC 0.98% Reduce -5.9% 14,501 $3.5M
Equita Financial Network, Inc. 1.27% No change 14,500 $3.5M
Alaethes Wealth, LLC 1.25% Add +1.6% 14,499 $3.5M
Whittier Trust Co. of Nevada Inc. 0.09% Add +0.6% 14,445 $3.5M
Smart Money Group LLC 1.21% Add +0.7% 14,433 $3.5M
Pointe Capital Management LLC 1.99% Add +0.9% 14,314 $3.5M
Semmax Financial Advisors Inc. 0.92% Add +4916.1% 12,791 $3.5M
Wealth Management Associates, Inc. 1.48% Add +33.5% 14,270 $3.5M
Proactive Wealth Strategies LLC 1.80% Add +19.3% 14,253 $3.5M
Colonial Trust Advisors 0.30% Add +21.8% 14,209 $3.4M
Fort Point Capital Partners LLC 0.39% Add +6.3% 14,201 $3.4M
Moors & Cabot, Inc. 0.16% Reduce -1.1% 14,199 $3.4M
Natixis 0.02% Add +30.1% 14,166 $3.4M
Ancora Advisors LLC 0.08% No change 14,158 $3.4M
Fire Capital Management LLC 2.55% — 14,121 $3.4M
Cary Street Partners Financial LLC 0.11% — 14,064 $3.4M
Consolidated Portfolio Review Corp 0.54% Reduce -17.8% 14,049 $3.4M
Signaturefd, LLC 0.06% Add +0.7% 14,024 $3.4M
Aberdeen Group plc 0.01% Add +93.7% 13,994 $3.4M
Sound Income Strategies, LLC 0.21% Reduce -4.6% 13,958 $3.4M
Prosperity Consulting Group, LLC 0.25% Add +11.7% 13,910 $3.4M
OneAscent Financial Services LLC 0.29% New 13,901 $3.4M
International Assets Investment Management, LLC 0.28% Add +10.1% 13,704 $3.4M
Daiwa Securities Group Inc. 0.02% Add +4.5% 13,850 $3.4M
MinichMacGregor Wealth Management, LLC 0.69% Add +5.9% 13,747 $3.3M
Sfmg, LLC 0.26% Reduce -4.6% 13,746 $3.3M
Macroview Investment Management LLC 3.34% Reduce -0.9% 13,596 $3.3M
Gruss & Co., LLC 13.96% Add +3.9% 13,500 $3.3M
CSS LLC 0.61% Reduce -8.7% 13,500 $3.3M
Continuum Advisory, LLC 0.42% Reduce -1.5% 13,418 $3.2M
Capital Wealth Planning, LLC 0.03% Reduce -35.2% 13,406 $3.2M
Krilogy Financial LLC 0.22% Reduce -39.3% 13,344 $3.2M
Acas, LLC 2.39% Add +14.2% 12,226 $3.2M
Wells Financial Advisors INC 4.40% Reduce -3.1% 13,331 $3.2M
Smith, Moore & Co. 0.29% Add +3.0% 13,317 $3.2M
Sendero Wealth Management, LLC 0.48% No change 13,311 $3.2M
Great Lakes Advisors, LLC 0.03% Add +53.5% 13,275 $3.2M
TAP Consulting, LLC 0.66% Add +0.1% 13,256 $3.2M
Evexia Wealth LLC 1.09% Add +66.6% 12,136 $3.2M
Members Advisory Group LLC 1.31% New 13,222 $3.2M
Rye Brook Capital LLC 3.83% Add +1.3% 13,200 $3.2M
Hamel Associates, Inc. 1.03% Add +0.7% 13,190 $3.2M
Global Endowment Management, LP 0.41% No change 13,182 $3.2M
Golden State Wealth Management, LLC 0.48% — 13,168 $3.2M
Avior Wealth Management, LLC 0.12% Add +18.6% 13,113 $3.2M
Argent Trust Co 0.13% Add +11.0% 12,960 $3.1M
Fiduciary Financial Group, LLC 0.69% Reduce -2.2% 12,629 $3.1M
Cyndeo Wealth Partners, LLC 0.21% No change 12,780 $3.1M
Burns Matteson Capital Management, LLC 1.73% Reduce -2.1% 12,723 $3.1M
Perissos Private Wealth Management, LLC 2.29% Reduce -2.8% 12,678 $3.1M
Hibernia Wealth Partners, LLC 2.32% Reduce -51.1% 12,506 $3.0M
Inspire Trust Co, N.A. 0.77% Reduce -2.3% 12,500 $3.0M
Ciovacco Capital Management LLC 1.73% Reduce -3.4% 12,469 $3.0M
CMG Global Holdings, LLC 1.66% Add +0.2% 11,837 $3.0M
Camarda Financial Advisors, LLC 1.13% Reduce -1.9% 12,405 $3.0M
Headinvest, LLC 0.57% Add +18.4% 12,369 $3.0M
Deutsche Bank AG 0.00% Add +20.2% 12,339 $3.0M
Partners Capital Investment Group, LLP 0.08% Reduce -50.0% 12,310 $3.0M
Tidal Investments LLC 0.02% Reduce -17.2% 12,300 $3.0M
BOK Financial Private Wealth, Inc. 0.22% Reduce -0.2% 12,276 $3.0M
GeoWealth Management, LLC 0.10% Reduce -5.7% 12,259 $3.0M
Towneley Capital Management, Inc / DE 0.70% Reduce -1.1% 12,221 $3.0M
Shikiar Asset Management Inc. 0.87% Reduce -2.0% 12,177 $2.9M
Personal Cfo Solutions, LLC 0.58% Add +3.3% 12,142 $2.9M
Maplelane Capital, LLC 0.32% Reduce -42.3% 12,127 $2.9M
Clear Creek Financial Management, LLC 0.31% Add +19.2% 12,020 $2.9M
Red Door Wealth Management, LLC 0.44% Add +16.4% 11,939 $2.9M
Aveo Capital Partners, LLC 0.32% Reduce -49.9% 11,919 $2.9M
Orion Porfolio Solutions, LLC 0.03% Add +24.9% 11,915 $2.9M
Orion Portfolio Solutions, LLC 0.03% Add +24.9% 11,915 $2.9M
1ST Source Bank 0.16% Add +11.4% 11,906 $2.9M
Geneos Wealth Management Inc. 0.10% Reduce -2.2% 11,836 $2.9M
Bath Savings Trust Co 0.29% Add +1.0% 11,803 $2.9M
Cumberland Partners Ltd 0.20% Add +6.3% 11,785 $2.9M
RPS Advisory Solutions LLC 1.78% Reduce -11.5% 11,782 $2.9M
Resolute Wealth Strategies, LLC 1.47% Reduce -48.7% 11,781 $2.9M
Sharkey, Howes & Javer 0.40% Add +31.7% 11,767 $2.8M
Emmett Investment Management, LP 2.55% — 11,735 $2.8M
Pinnacle Associates Ltd. 0.04% Add +2.1% 11,727 $2.8M
AGH Wealth Advisors, LLC 2.62% — 11,692 $2.8M
Relyea Zuckerberg Hanson LLC 0.38% Reduce -17.5% 11,691 $2.8M
Obermeyer Wealth Partners 0.15% Reduce -15.3% 11,682 $2.8M
Aspect Partners, LLC 1.63% Reduce -76.0% 11,650 $2.8M
Integrated Investment Consultants, LLC 0.58% No change 11,635 $2.8M
Marathon Capital Management 0.70% Reduce -0.9% 11,528 $2.8M
Beck Mack & Oliver LLC 0.05% No change 11,475 $2.8M
Wise Wealth Partners 6.84% — 11,457 $2.8M
Milestone Asset Management, LLC 0.61% Add +6.7% 11,455 $2.8M
Lombard Odier Asset Management (USA) Corp 1.21% Add +57.4% 11,424 $2.8M
Owen LaRue, LLC 1.44% Add +41.3% 11,409 $2.8M
Cowa, LLC 1.34% Reduce -42.8% 11,388 $2.8M
Capital Investment Advisors, LLC 0.06% Reduce -3.5% 11,295 $2.7M
Nokomis Capital, L.L.C. 1.26% Add +54.4% 11,267 $2.7M
Brighton Jones LLC 0.08% Add +20.4% 11,246 $2.7M
MBL Wealth, LLC 0.27% Reduce -3.9% 11,241 $2.7M
Raleigh Capital Management Inc. 1.05% Add +66.9% 11,235 $2.7M
Midwest Professional Planners, LTD. 0.81% Reduce -1.5% 11,203 $2.7M
Newman Dignan & Sheerar, Inc. 0.69% Reduce -0.4% 11,164 $2.7M
K2 Principal Fund, L.P. 1.33% Reduce -16.2% 11,145 $2.7M
Waverly Advisors, LLC 0.04% Add +54.3% 11,073 $2.7M
Boothbay Fund Management, LLC 0.08% Add +22.9% 11,064 $2.7M
Peddock Capital Advisors, LLC 0.64% Add +62.2% 11,045 $2.7M
Charter Research & Investment Group, Inc. 2.03% Reduce -2.4% 11,016 $2.7M
Synergy Asset Management, LLC 0.21% New 10,840 $2.7M
IPG Investment Advisors LLC 0.60% Reduce -14.5% 10,973 $2.7M
Old National Bancorp 0.06% Reduce -7.0% 10,947 $2.7M
MRP Capital Investments, LLC 2.40% Add +25.2% 10,872 $2.6M
WMS Partners, LLC 0.15% Reduce -1.4% 10,869 $2.6M
SS&H Financial Advisors, Inc. 0.96% Add +1.9% 10,849 $2.6M
Cannell & Spears LLC 0.05% Add +11.0% 10,708 $2.6M
Flputnam Investment Management Co. 0.05% Add +0.7% 10,683 $2.6M
Optimum Investment Advisors 1.14% Reduce -3.1% 10,676 $2.6M
Fermata Advisors, LLC 0.48% Add +3.7% 10,666 $2.6M
Noble Wealth Management PBC 1.79% — 10,629 $2.6M
Annandale Capital, LLC 0.51% Reduce -9.2% 10,606 $2.6M
Palisades Hudson Asset Management, L.P. 1.08% No change 10,589 $2.6M
Centric Wealth Management 0.69% Reduce -0.7% 10,583 $2.6M
Apollon Financial, LLC 0.64% Add +276.1% 10,576 $2.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +7.3% 9,576 $2.6M
Montis Financial, LLC 0.79% Add +2.8% 10,567 $2.6M
Certified Advisory Corp 0.28% Add +10.3% 10,527 $2.5M
Landmark Wealth Management, Inc. 1.24% Add +4.0% 10,524 $2.5M
Sheets Smith Wealth Management 0.31% No change 10,516 $2.5M
Ulysses Management LLC 0.59% Add +61.5% 10,500 $2.5M
Centricity Wealth Management, LLC 2.37% — 10,476 $2.5M
Bridgewater Advisors Inc. 0.26% Reduce -14.6% 10,267 $2.5M
Signal Advisors Wealth, LLC 0.29% Add +100.6% 10,425 $2.5M
Granite Bay Wealth Management, LLC 0.93% Add +3.6% 10,406 $2.5M
Solstein Capital, LLC 1.41% No change 10,402 $2.5M
Holowesko Partners Ltd. 1.15% Add +48.6% 10,400 $2.5M
Ariadne Wealth Management, LP 1.15% No change 9,360 $2.5M
Professional Financial Advisors, LLC 0.64% Add +4.4% 10,298 $2.5M
Tandem Financial, LLC 2.69% — 10,286 $2.5M
Principal Securities, Inc. 0.06% Add +6.7% 10,268 $2.5M
Quest 10 Wealth Builders, Inc. 2.47% — 10,263 $2.5M
Westbourne Investments, Inc. 1.46% — 10,259 $2.5M
PMV Capital Advisers, LLC 6.68% — 10,241 $2.5M
Bayshore Asset Management, LLC 1.14% Add +1.9% 10,219 $2.5M
First Citizens Bank & Trust Co. 0.05% Reduce -3.6% 10,185 $2.5M
Spire Wealth Management 0.08% Add +9.7% 10,129 $2.5M
Gouws Capital LLC 1.68% No change 10,100 $2.4M
Summit Financial Strategies, Inc. 0.27% No change 10,080 $2.4M
Vise Technologies, Inc. 0.20% Add +175.9% 10,059 $2.4M
Private Wealth Partners, LLC 0.19% Reduce -3.8% 10,056 $2.4M
Weaver Consulting Group 0.75% Reduce -0.9% 10,048 $2.4M
Walkner Condon Financial Advisors LLC 0.49% Reduce -5.1% 10,022 $2.4M
Fourth Dimension Wealth, LLC 1.27% — 10,015 $2.4M
Independent Wealth Network Inc. 0.98% Add +2.6% 9,998 $2.4M
WorthPointe, LLC 1.01% Add +62.5% 9,997 $2.4M
Helium Advisors LLC 1.92% — 9,995 $2.4M
Kovack Advisors, Inc. 0.24% Add +4.0% 9,989 $2.4M
Farmers Trust Co. 0.45% Reduce -1.0% 9,968 $2.4M
Seamount Financial Group Inc. 1.67% Reduce -4.3% 9,962 $2.4M
Strategies Wealth Advisors, LLC 0.30% Reduce -34.4% 8,917 $2.4M
Avidian Wealth Enterprises, LLC 0.11% Add +2.8% 9,880 $2.4M
Flagship Wealth Advisors, LLC 1.40% — 9,862 $2.4M
EverSource Wealth Advisors, LLC 0.13% Add +12.2% 9,782 $2.4M
Dorsey Wright & Associates 0.56% Reduce -1.1% 9,722 $2.4M
Cornerstone Wealth Management, LLC 0.16% Add +17.2% 9,722 $2.4M
Gould Asset Management LLC 0.50% Reduce -2.2% 9,710 $2.4M
Coordinated Financial Services, Inc. 1.86% — 9,694 $2.3M
Empirical Asset Management, LLC 0.78% Add +0.3% 15,595 $2.3M
Roundview Capital LLC 0.16% Reduce -1.8% 9,684 $2.3M
Leo Wealth, LLC 0.21% Add +15.2% 9,679 $2.3M
CI Investments Inc. 0.01% Reduce -65.1% 9,642 $2.3M
United Capital Financial Advisors, LLC 0.02% Add +1.9% 9,635 $2.3M
BBR Partners, LLC 0.16% Add +10.1% 9,629 $2.3M
EPG Wealth Management LLC 0.61% Reduce -7.0% 9,628 $2.3M
Verus Capital Partners, LLC 0.22% Reduce -23.1% 9,556 $2.3M
Laurel Wealth Advisors LLC 0.36% Reduce -15.7% 9,547 $2.3M
Patrick Mauro Investment Advisor, INC. 1.32% Reduce -7.3% 9,533 $2.3M
Arrowroot Family Office, LLC 1.20% Add +25.1% 9,507 $2.3M
Parcion Private Wealth LLC 0.18% Reduce -1.4% 9,470 $2.3M
MGB Wealth Management, LLC 0.71% Add +38.4% 9,428 $2.3M
Strategic Financial Concepts, LLC 0.44% Add +282.4% 9,427 $2.3M
Emergent Wealth Advisors, LLC 1.65% Add +0.6% 9,384 $2.3M
SMART Wealth LLC 0.80% Reduce -8.0% 9,325 $2.3M
Amplius Wealth Advisors, LLC 0.23% Add +0.4% 9,288 $2.2M
Avalon Trust Co 0.16% No change 9,282 $2.2M
Balyasny Asset Management L.P. 0.01% New 9,247 $2.2M
Hanson & Doremus Investment Management 0.35% Add +0.5% 9,239 $2.2M
D.B. Root & Company, LLC 0.71% Add +4.9% 9,208 $2.2M
Private Trust Co. NA 0.23% Reduce -9.5% 9,195 $2.2M
Curran Financial Partners, LLC 0.58% Add +24.5% 9,186 $2.2M
Apella Capital, LLC 0.08% Reduce -0.0% 9,145 $2.2M
Trust Co. of Vermont 0.11% Add +3.4% 9,137 $2.2M
Thoroughbred Financial Services, LLC 0.13% Add +3.0% 9,121 $2.2M
Coastal Bridge Advisors, LLC 0.56% No change 9,115 $2.2M
Empower Advisory Group, LLC 0.01% Add +3.0% 9,068 $2.2M
Symmetry Investments LP 0.13% Reduce -30.9% 9,050 $2.2M
Flagship Private Wealth, LLC 1.05% Add +7.9% 9,039 $2.2M
E Fund Management Co., Ltd. 0.11% Reduce -16.7% 9,016 $2.2M
Valeo Financial Advisors, LLC 0.06% Add +29.6% 9,016 $2.2M
Wellington Shields Capital Management, LLC 0.39% Add +1053.8% 105,441 $2.2M
Balanced Wealth Group LLC 0.97% Reduce -1.1% 8,400 $2.2M
Flagstar Securities, Inc. 0.54% Reduce -1.7% 8,959 $2.2M
First Bank & Trust 0.42% No change 8,940 $2.2M
Hansen & Associates Financial Group, Inc. 1.09% Reduce -74.3% 8,899 $2.1M
NBT Bank, N.A. 0.15% Reduce -0.3% 8,823 $2.1M
Westfuller Advisors, LLC 1.36% Reduce -7.6% 8,813 $2.1M
Modern Wealth Management, LLC 0.08% Add +33.2% 8,810 $2.1M
Augustine Asset Management Inc. 0.56% Reduce -0.2% 8,734 $2.1M
Strategic Investment Solutions, Inc. 0.70% Add +2.3% 8,951 $2.1M
Firestone Capital Management 0.52% Reduce -5.7% 8,660 $2.1M
Broyhill Asset Management, LLC 1.85% — 8,655 $2.1M
SevenBridge Financial Group, LLC 0.40% Reduce -0.7% 7,827 $2.1M
Mission Creek Capital Partners, Inc. 0.46% Reduce -2.2% 8,622 $2.1M
Trust Co. of Toledo NA 0.27% Add +7.3% 8,618 $2.1M
Brendel Financial Advisors LLC 1.26% Reduce -6.7% 8,612 $2.1M
GTS Securities LLC 0.10% Add +6.4% 8,579 $2.1M
Castle Rock Wealth Management, LLC 0.49% Add +4.6% 7,753 $2.1M
Compass Ion Advisors, LLC 0.24% Reduce -1.4% 8,521 $2.1M
Caitlin John, LLC 1.40% Reduce -14.2% 8,508 $2.1M
Swan Global Investments, LLC 0.10% Reduce -32.0% 8,500 $2.1M
McHugh Group, LLC 1.56% — 8,495 $2.1M
Highline Wealth Partners LLC 0.67% Reduce -7.3% 8,490 $2.1M
Moneta Group Investment Advisors LLC 0.03% Add +26.6% 8,478 $2.1M
Centennial Wealth Advisory LLC 0.80% Add +0.8% 8,464 $2.0M
Lionsbridge Wealth Management LLC 1.72% Reduce -13.1% 8,462 $2.0M
Financial Guidance Group, Inc. 1.12% No change 8,422 $2.0M
Geneva Partners, LLC 0.83% Reduce -0.2% 8,413 $2.0M
McRae Capital Management Inc. 0.40% No change 8,410 $2.0M
New England Private Wealth Advisors LLC 0.32% Reduce -0.5% 8,360 $2.0M
USAdvisors Wealth Management, LLC 0.66% Reduce -5.2% 8,356 $2.0M
Nadler Financial Group, Inc. 0.21% No change 8,298 $2.0M
Penn Davis McFarland Inc. 0.22% No change 8,243 $2.0M
FreeGulliver LLC 1.04% New 8,221 $2.0M
IMG Wealth Management, Inc. 1.84% — 8,195 $2.0M
Creekside Partners 1.03% Reduce -1.2% 8,191 $2.0M
Peak Planning Group, LLC 0.83% Reduce -1.3% 8,180 $2.0M
Nicholas Hoffman & Company, LLC. 0.08% No change 8,155 $2.0M
West Coast Financial LLC 0.22% Add +1.4% 8,119 $2.0M
Glass Jacobson Investment Advisors llc 0.65% Add +1.9% 8,114 $2.0M
NavPoint Financial, Inc. 1.54% Reduce -2.1% 8,040 $1.9M
Private Harbour Investment Management & Counsel, LLC 2.13% Reduce -0.3% 8,029 $1.9M
Americana Partners, LLC 0.08% Reduce -0.0% 8,029 $1.9M
Hodges Capital Management Inc. 0.12% Reduce -2.9% 8,020 $1.9M
Grey Ledge Advisors, LLC 0.50% Add +0.0% 8,019 $1.9M
Quattro Financial Advisors LLC 0.50% No change 7,590 $1.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% Reduce -13.8% 7,612 $1.9M
Janus Henderson Group PLC 0.00% Reduce -94.4% 7,906 $1.9M
Baker Ellis Asset Management LLC 0.28% Reduce -2.7% 7,899 $1.9M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.99% New 7,900 $1.9M
Clarus Wealth Advisors 0.95% Add +1.7% 7,764 $1.9M
Procyon Advisors, LLC 0.12% Reduce -1.3% 7,875 $1.9M
Moloney Securities Asset Management, LLC 0.26% Add +1.2% 7,799 $1.9M
Alphadyne Asset Management LP 0.78% New 7,798 $1.9M
Element Pointe Advisors, LLC 0.44% No change 7,790 $1.9M
Disciplined Investors, L.L.C. 1.82% — 7,672 $1.9M
Tiemann Investment Advisors, LLC 0.84% Reduce -1.3% 7,777 $1.9M
Quantinno Capital Management LP 0.02% Add +57.8% 7,776 $1.9M
Austin Wealth Management, LLC 0.39% Reduce -0.4% 7,553 $1.9M
Fortress Private Ledger, LLC 1.15% — 7,775 $1.9M
GWN Securities Inc. 0.50% — 7,359 $1.9M
Park Square Financial Group, LLC 1.30% — 7,738 $1.9M
Welch Group, LLC 0.08% Add +1.4% 7,764 $1.9M
Nelson Capital Management, LLC 0.31% No change 7,671 $1.9M
SteelPeak Wealth, LLC 0.08% Reduce -8.4% 7,664 $1.9M
Heritage Wealth Partners, LLC 2.33% Reduce -54.0% 7,658 $1.9M
Altura Wealth Advisors Inc. 1.36% Reduce -10.5% 7,604 $1.8M
Lifeworks Advisors, LLC 0.33% Add +301.9% 7,599 $1.8M
AlphaStar Capital Management, LLC 0.19% Add +47.8% 7,578 $1.8M
Clear Harbor Asset Management, LLC 0.15% Add +12.3% 7,524 $1.8M
Jeppson Wealth Management, LLC 0.66% Reduce -0.1% 7,479 $1.8M
Concourse Financial Group Securities, Inc. 0.10% Add +12.9% 7,107 $1.8M
Commons Capital, LLC 1.64% Add +91.5% 7,444 $1.8M
Modus Advisors, LLC 0.56% Reduce -1.2% 7,416 $1.8M
Summit X, LLC 0.40% Reduce -0.3% 7,367 $1.8M
Magnus Financial Group LLC 0.17% Add +0.6% 7,352 $1.8M
Aviva PLC 0.00% Add +41.5% 7,305 $1.8M
Encompass Wealth Advisors, LLC 0.71% No change 7,300 $1.8M
Baxter Bros Inc. 0.23% Reduce -0.5% 7,298 $1.8M
Addison Capital Co 0.70% Reduce -2.1% 7,287 $1.8M
Pullen Investment Management, LLC 1.14% Add +6.0% 7,257 $1.8M
Schneider Downs Wealth Management Advisors, LP 0.33% No change 7,248 $1.8M
44 Wealth Management LLC 0.67% Reduce -10.7% 7,232 $1.8M
Titan Global Capital Management USA LLC 0.26% Reduce -0.7% 7,140 $1.7M
Wealthedge Investment Advisors, LLC 0.78% — 7,135 $1.7M
Concentrum Wealth Management 0.61% Add +462.1% 7,127 $1.7M
Aberdeen Wealth Management LLC 1.18% Reduce -1.8% 7,117 $1.7M
White Lighthouse Investment Management Inc. 0.30% Reduce -0.7% 7,079 $1.7M
Hutchens & Kramer Investment Management Group, LLC 0.93% Reduce -4.1% 7,066 $1.7M
Navellier & Associates Inc. 0.21% Add +246.2% 7,065 $1.7M
Salus Financial Advisors, LLC 1.34% — 7,063 $1.7M
Carnegie Investment Counsel 0.05% Reduce -7.2% 7,049 $1.7M
Aua Capital Management, LLC 1.10% No change 7,046 $1.7M
Oarsman Capital, Inc. 0.30% Reduce -4.4% 7,022 $1.7M
Avantax Planning Partners, Inc. 0.06% Add +4.2% 6,958 $1.7M
Sincerus Advisory, LLC 1.81% — 6,951 $1.7M
Inspirion Wealth Advisors, LLC 0.23% Add +10.9% 6,857 $1.7M
Ion Asset Management Ltd. 0.10% Add +9.8% 6,895 $1.7M
Financial Management Network Inc. 0.35% Add +3.8% 6,827 $1.7M
Leigh Baldwin & Co., LLC 1.40% — 6,854 $1.7M
Pacific Point Advisors, LLC 1.01% — 6,320 $1.7M
Tyche Wealth Partners LLC 0.35% Add +0.1% 6,822 $1.7M
Lederer & Associates Investment Counsel 1.15% No change 6,815 $1.6M
Compound Planning, Inc. 0.08% Add +10.5% 6,803 $1.6M
D'Orazio & Associates, Inc. 0.24% No change 6,779 $1.6M
Perennial Investment Advisors, LLC 0.19% Add +5.0% 6,740 $1.6M
Forte Asset Management LLC 0.86% Reduce -4.7% 6,709 $1.6M
Olde Wealth Management, LLC 0.58% No change 6,697 $1.6M
Rwa Wealth Partners, LLC 0.02% Add +10.2% 6,691 $1.6M
Rebalance, LLC 0.12% No change 6,681 $1.6M
TrinityPoint Wealth, LLC 0.23% Add +12.3% 6,670 $1.6M
Herold Advisors, Inc. 0.35% Reduce -4.6% 6,664 $1.6M
Excalibur Management Corp. 0.64% Add +2.6% 6,646 $1.6M
Fragasso Financial Advisors Inc 0.12% Add +567.6% 6,643 $1.6M
Seaview Investment Managers LLC 0.44% Reduce -71.7% 6,594 $1.6M
Linden Thomas Advisory Services, LLC 0.20% Add +23.1% 6,586 $1.6M
Ewing Morris & Co. Investment Partners Ltd. 0.55% New 6,545 $1.6M
Clare Market Investments LLC 0.38% Add +63.8% 6,541 $1.6M
One Capital Management, LLC 0.05% Reduce -1.0% 6,536 $1.6M
BOS Asset Management, LLC 0.57% Add +43.5% 6,513 $1.6M
S.A. Mason LLC 0.83% No change 6,503 $1.6M
Keebeck Wealth Management 0.23% Reduce -20.0% 6,493 $1.6M
Sovereign Financial Group, Inc. 0.36% Reduce -5.5% 6,480 $1.6M
Kercheville Advisors, LLC 0.61% No change 6,479 $1.6M
HBK Sorce Advisory LLC 0.05% Add +0.9% 6,450 $1.6M
Capital Group Private Client Services, Inc. 0.01% Reduce -0.9% 6,431 $1.6M
Harbour Capital Advisors, LLC 0.35% Reduce -2.3% 6,379 $1.6M
National Wealth Management Group, LLC 1.03% Add +17.4% 6,397 $1.5M
San Luis Wealth Advisors LLC 0.29% No change 6,385 $1.5M
Crestwood Advisors Group, LLC 0.03% Add +27.7% 6,383 $1.5M
LVM Capital Management Ltd. 0.16% Add +3.3% 6,325 $1.5M
Boston Financial Mangement LLC 0.05% Add +7.0% 6,283 $1.5M
Gerber Kawasaki Wealth & Investment Management 0.07% Add +2.8% 6,279 $1.5M
Cadent Capital Advisors, LLC 0.53% Add +5.4% 6,245 $1.5M
KFG Wealth Management, LLC 0.28% Add +3.8% 6,229 $1.5M
Aprio Wealth Management, LLC 0.22% Add +3.4% 6,210 $1.5M
Mitchell McLeod Pugh & Williams Inc. 0.32% Add +13.5% 6,206 $1.5M
Pure Financial Advisors, LLC 0.03% Add +6.8% 6,189 $1.5M
Crescent Grove Advisors, LLC 0.15% Add +3.6% 6,184 $1.5M
High Net Worth Advisory Group LLC 0.42% Reduce -0.8% 6,170 $1.5M
Maxele Advisors, LLC 1.42% — 6,162 $1.5M
Simon Quick Advisors, LLC 0.09% Reduce -2.0% 6,126 $1.5M
Valmark Advisers, Inc. 0.02% Reduce -10.2% 6,106 $1.5M
PKS Advisory Services, LLC 0.37% — 6,095 $1.5M
Ritholtz Wealth Management 0.04% Add +0.7% 6,089 $1.5M
Calton & Associates, Inc. 0.65% Add +23.3% 6,076 $1.5M
Onyx Bridge Wealth Group LLC 0.21% Add +8.4% 6,074 $1.5M
Phillips Financial Management, LLC 0.12% No change 6,056 $1.5M
Private Portfolio Partners LLC 0.27% Add +6.4% 6,011 $1.5M
Wilmar Advisors LLC 1.34% — 6,000 $1.5M
Isthmus Partners, LLC 0.18% No change 6,000 $1.5M
Park National Corp. 0.05% Add +7.0% 5,972 $1.4M
Canal Capital Management, LLC 0.23% Add +103.2% 5,961 $1.4M
Accel Wealth Management 0.55% Add +49.4% 5,944 $1.4M
Bison Wealth, LLC 0.32% Add +77.8% 5,941 $1.4M
Mason & Associates Inc 0.34% Add +20.0% 5,912 $1.4M
Discipline Wealth Solutions, LLC 0.66% Add +119.5% 5,910 $1.4M
Pin Oak Investment Advisors Inc. 1.30% No change 5,885 $1.4M
J. Safra Sarasin Holding AG 0.02% Reduce -61.5% 5,918 $1.4M
Advisors Preferred, LLC 0.23% Reduce -13.2% 5,781 $1.4M
Silverlake Wealth Management LLC 0.55% Add +12.4% 5,848 $1.4M
Moulton Wealth Management, Inc. 1.09% Reduce -0.4% 5,844 $1.4M
Upper Left Wealth Management, LLC 1.21% Reduce -2.2% 5,839 $1.4M
BKM Wealth Management, LLC 0.58% Add +5.9% 5,838 $1.4M
Aspen Investment Management Inc 0.66% Reduce -47.7% 5,837 $1.4M
LCNB Corp. 0.51% Reduce -0.8% 5,832 $1.4M
GFS Advisors, LLC 0.21% Add +0.5% 5,826 $1.4M
Hobart Private Capital, LLC 0.35% New 5,825 $1.4M
Morton Capital Management LLC 0.27% Add +58.2% 5,819 $1.4M
BNP Paribas 0.02% Reduce -17.6% 5,818 $1.4M
J2 Capital Management Inc 1.32% — 5,808 $1.4M
Plan Group Financial, LLC 0.74% Add +11.9% 5,795 $1.4M
Benin Management CORP 0.39% Reduce -2.1% 5,793 $1.4M
CRA Financial Services, LLC 0.24% Add +10.7% 5,780 $1.4M
Pegasus Asset Management, Inc. 0.53% No change 5,778 $1.4M
Verdence Capital Advisors LLC 0.11% Add +0.2% 5,762 $1.4M
Gradient Capital Advisors, LLC 0.45% Add +0.7% 5,743 $1.4M
Mission Wealth Management, LP 0.03% Add +10.3% 5,735 $1.4M
Farther Finance Advisors, LLC 0.05% Reduce -66.2% 5,733 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -6.5% 5,706 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +14.1% 5,704 $1.4M
Gables Capital Management Inc. 0.67% Add +1.8% 5,698 $1.4M
Arlington Trust Co LLC 0.29% Reduce -0.4% 5,681 $1.4M
Doheny Asset Management 1.02% No change 5,670 $1.4M
Connective Portfolio Management, LLC 2.04% No change 5,665 $1.4M
Robertson Stephens Wealth Management, LLC 0.05% Reduce -8.6% 5,646 $1.4M
WealthTrust Asset Management, LLC 0.98% Reduce -57.4% 5,637 $1.4M
TBH Global Asset Management, LLC 0.32% Reduce -2.6% 5,628 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 5,645 $1.4M
Platform Technology Partners 0.41% Reduce -11.7% 5,611 $1.4M
Account Management LLC 1.59% Add +7.7% 5,610 $1.4M
Mainstream Capital Management LLC 0.95% No change 5,610 $1.4M
Purkiss Capital Advisors LLC 1.17% — 5,606 $1.4M
Patten Group, Inc. 0.30% Reduce -0.3% 5,580 $1.4M
ArchPoint Investors 0.44% Reduce -0.6% 5,565 $1.3M
Secure Asset Management, LLC 0.20% Add +5.2% 5,549 $1.3M
City Holding Co. 0.19% Add +12.7% 5,532 $1.3M
Meridian Wealth Advisors, LLC 0.22% Reduce -4.2% 5,530 $1.3M
Hudson Capital Management LLC 0.43% Reduce -7.8% 5,529 $1.3M
Beirne Wealth Consulting Services, LLC 0.48% Reduce -0.1% 5,516 $1.3M
First Business Financial Services, Inc. 0.13% No change 5,500 $1.3M
Kimelman & Baird, LLC 0.11% No change 5,490 $1.3M
Genesis Wealth Advisors, LLC 1.16% — 5,475 $1.3M
Moss Adams Wealth Advisors LLC 0.14% New 5,472 $1.3M
Ofc Financial Planning, LLC 1.39% — 5,450 $1.3M
Montecito Bank & Trust 0.23% Add +2.8% 5,450 $1.3M
Delta Investment Management, LLC 0.26% No change 5,444 $1.3M
Weaver Capital Management LLC 0.37% Reduce -6.6% 5,443 $1.3M
Schnieders Capital Management LLC 0.26% No change 5,410 $1.3M
Alaska Permanent Capital Management, LLC 0.11% Add +65.4% 5,425 $1.3M
OneAscent Wealth Management LLC 0.54% Reduce -12.0% 5,376 $1.3M
American Capital Advisory, LLC 0.72% No change 5,369 $1.3M
Forbes J M & Co. LLP 0.13% Add +0.9% 5,364 $1.3M
WMG Financial Advisors, LLC 0.56% Add +18.9% 5,344 $1.3M
SpringVest Wealth Management LLC 1.11% — 5,328 $1.3M
Mill Creek Capital Advisors, LLC 0.03% Reduce -0.5% 5,319 $1.3M
Bedel Financial Consulting, Inc. 0.18% Add +30.9% 4,859 $1.3M
Tolleson Wealth Management, Inc. 0.26% Reduce -13.6% 5,297 $1.3M
Creative Financial Designs Inc. 0.10% Add +47.1% 5,292 $1.3M
WASHINGTON TRUST Co 0.05% Add +6.2% 5,281 $1.3M
Gunderson Capital Management LLC 0.63% Add +8.8% 5,264 $1.3M
Investment Partners, LTD. 0.52% Add +0.3% 5,258 $1.3M
ARS Investment Partners, LLC 0.11% Add +10.6% 5,234 $1.3M
Naples Global Advisors, LLC 0.12% Reduce -0.4% 5,204 $1.3M
Madison Wealth Partners, Inc 0.35% Add +9.7% 5,197 $1.3M
Smith Anglin Financial, LLC 0.12% Reduce -60.9% 5,189 $1.3M
Johnson Bixby & Associates, LLC 0.19% Add +0.2% 5,184 $1.3M
Brandywine Oak Private Wealth LLC 0.12% Reduce -7.4% 5,172 $1.3M
Schaper Benz & Wise Investment Counsel Inc. 0.10% Add +10.2% 5,157 $1.2M
Valley Financial Group, Inc. 0.87% Reduce -10.2% 5,142 $1.2M
New Wave Wealth Advisors LLC 0.51% Reduce -38.0% 5,139 $1.2M
Keene & Associates, Inc. 1.00% No change 5,135 $1.2M
Laird Norton Wetherby Wealth Management, LLC 0.06% No change 5,131 $1.2M
D L Carlson Investment Group Inc. 0.22% No change 5,120 $1.2M
Tradewinds, LLC. 0.34% Add +21.2% 4,624 $1.2M
Carolinas Wealth Consulting LLC 0.24% Reduce -0.2% 5,117 $1.2M
Crewe Advisors LLC 0.17% No change 5,102 $1.2M
Chesapeake Asset Management LLC 1.15% Reduce -41.1% 5,097 $1.2M
First Foundation Advisors 0.05% Add +4.1% 5,093 $1.2M
Betterment LLC 0.00% Reduce -27.3% 5,086 $1.2M
Mainstay Capital Management LLC 0.19% Reduce -3.7% 5,064 $1.2M
1832 Asset Management L.P. 0.00% Add +0.1% 5,042 $1.2M
Florida Trust Wealth Management Co 0.04% Add +9.9% 5,037 $1.2M
Greenline Partners, LLC 0.17% No change 5,033 $1.2M
Fairfield, Bush & Co. 0.72% Reduce -9.4% 5,031 $1.2M
Miller Financial Services LLC 1.03% — 5,028 $1.2M
Wealthspire Retirement, LLC 0.10% Reduce -11.3% 5,017 $1.2M
Composition Wealth, LLC 0.02% Add +7.7% 5,015 $1.2M
Nwi Management LP 0.10% No change 5,000 $1.2M
Argentarii, LLC 0.61% — 5,000 $1.2M
Kings Path Partners LLC 0.52% No change 5,000 $1.2M
SlateStone Wealth, LLC 0.12% Add +2.5% 4,997 $1.2M
Reyes Financial Architecture, Inc. 0.95% — 4,990 $1.2M
Autumn Glory Partners, LLC 0.59% No change 4,975 $1.2M
Soltis Investment Advisors LLC 0.11% Add +50.0% 4,972 $1.2M
Cassaday & Co Wealth Management LLC 0.03% Add +1.9% 4,962 $1.2M
Wealth Quarterback LLC 0.56% Reduce -1.5% 4,934 $1.2M
PDS Planning, Inc 0.11% Add +0.5% 4,933 $1.2M
Retirement Income Solutions, Inc. 0.24% Reduce -1.9% 4,920 $1.2M
SageView Advisory Group, LLC 0.05% Add +17.9% 4,890 $1.2M
Promus Capital, LLC 0.91% — 4,888 $1.2M
Towerpoint Wealth, LLC 0.58% Reduce -0.5% 4,884 $1.2M
GM Advisory Group, LLC 0.07% Add +7.8% 4,847 $1.2M
Manchester Capital Management LLC 0.14% Reduce -0.9% 4,809 $1.2M
Wedgewood Investors Inc. 1.37% Add +4.3% 4,800 $1.2M
Terra Nova Asset Management LLC 0.89% No change 4,800 $1.2M
Private Client Services, LLC 0.62% Add +5.3% 4,800 $1.2M
DeDora Capital, Inc. 0.32% Reduce -0.6% 4,798 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Reduce -2.3% 4,793 $1.2M
Northwest Financial Advisors 0.96% Add +40.4% 4,790 $1.2M
Telos Capital Management, Inc. 0.12% Reduce -3.3% 4,788 $1.2M
Alteri Wealth LLC 0.32% — 4,771 $1.2M
Smart Portfolios, LLC 1.21% Reduce -1.3% 4,766 $1.2M
Finer Wealth Management, Inc. 0.66% Add +18.7% 4,752 $1.2M
Savior LLC 6.57% Add +0.3% 4,738 $1.1M
RDA Financial Network 0.33% Reduce -6.4% 4,738 $1.1M
Greenwich Wealth Management LLC 0.08% Add +0.3% 4,726 $1.1M
Fisher Asset Management 0.00% Add +132.3% 4,713 $1.1M
Mirador Capital Partners LP 0.21% Reduce -0.0% 4,712 $1.1M
Roanoke Asset Management Corp./ NY 0.37% No change 4,710 $1.1M
WealthShield Partners, LLC 0.16% Reduce -30.8% 4,705 $1.1M
FAS Wealth Partners, Inc. 0.10% Reduce -2.0% 4,701 $1.1M
Founders Financial Securities LLC 0.10% Add +11.8% 4,695 $1.1M
Acorn Wealth Advisors, LLC 0.47% Add +44.8% 4,693 $1.1M
Gotham Asset Management 0.01% Add +0.3% 4,691 $1.1M
Houlihan Financial Resource Group, Ltd. 0.48% Reduce -0.2% 4,642 $1.1M
SkyOak Wealth, LLC 0.24% No change 4,635 $1.1M
Wealthgarden F.S. LLC 1.05% Reduce -8.2% 4,631 $1.1M
Journey Strategic Wealth LLC 0.04% Add +0.8% 4,623 $1.1M
Luts & Greenleigh Group, Inc. 1.10% No change 4,615 $1.1M
Encompass More Asset Management 0.37% New 4,600 $1.1M
Colonial Trust Co / SC 0.16% Add +11.2% 4,566 $1.1M
Wealthstar Advisors, LLC 0.48% — 4,559 $1.1M
Patten & Patten Inc. 0.07% Add +5.3% 4,559 $1.1M
Fortis Capital Advisors, LLC 0.38% No change 4,758 $1.1M
Lindbrook Capital, LLC 0.10% Reduce -13.0% 4,538 $1.1M
China Universal Asset Management Co., Ltd. 0.10% Add +200.0% 4,500 $1.1M
Coldstream Capital Management Inc. 0.02% Reduce -3.3% 4,498 $1.1M
Bogart Wealth, LLC 0.05% Reduce -0.8% 4,488 $1.1M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -23.9% 4,487 $1.1M
American Institute for Advanced Investment Management, LLP 0.81% Reduce -0.6% 4,483 $1.1M
Grandview Asset Management LLC 0.40% Add +11.4% 4,477 $1.1M
Breed's Hill Capital LLC 0.57% Add +55.5% 4,463 $1.1M
Shearwater Capital LLC 0.73% Reduce -3.7% 4,462 $1.1M
Retirement Financial Solutions, LLC 0.58% Reduce -16.7% 4,453 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -15.2% 4,435 $1.1M
Activest Wealth Management 0.30% Add +0.5% 4,432 $1.1M
B.O.S.S. Retirement Advisors, LLC 0.30% New 4,431 $1.1M
Foguth Wealth Management, LLC. 0.28% Add +16.7% 4,189 $1.1M
Summit Financial Wealth Advisors, LLC 0.21% Reduce -1.1% 4,114 $1.1M
Quadcap Wealth Management, LLC 0.16% Add +0.3% 4,408 $1.1M
MBA Advisors LLC 0.54% Reduce -19.3% 4,392 $1.1M
Greenleaf Trust 0.01% Add +0.5% 4,382 $1.1M
Cozad Asset Management Inc. 0.10% Add +1.7% 4,371 $1.1M
Lee Danner & Bass Inc. 0.08% No change 4,344 $1.1M
Morse Asset Management, Inc 0.24% Reduce -45.4% 4,335 $1.0M
Community Bank, N.A. 0.13% Reduce -4.4% 4,325 $1.0M
James Investment Research, Inc. 0.12% Reduce -8.2% 4,302 $1.0M
Jamison Private Wealth Management, Inc. 0.15% Add +493.1% 4,276 $1.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Add +0.7% 4,276 $1.0M
Stonehaven Wealth & Tax Solutions, LLC 1.13% — 4,273 $1.0M
Patton Fund Management, Inc. 0.20% Reduce -20.7% 4,266 $1.0M
American Trust 0.08% New 4,246 $1.0M
Eastern Bank 0.02% Add +28.1% 4,245 $1.0M
Arcus Capital Partners, LLC 0.33% Add +0.6% 4,993 $1.0M
Douglass Winthrop Advisors, LLC 0.02% Add +4.2% 4,231 $1.0M
Beese Fulmer Investment Management, Inc. 0.09% No change 4,226 $1.0M
Bryn Mawr Trust Advisors, LLC 0.06% Reduce -4.1% 4,221 $1.0M
Verition Fund Management LLC 0.01% Add +64.0% 4,216 $1.0M
Turning Point Benefit Group, Inc. 0.97% — 4,148 $1.0M
Giverny Capital 0.04% No change 4,206 $1.0M
West Michigan Advisors, LLC 0.31% Add +40.1% 4,204 $1.0M
RPG Investment Advisory, LLC 0.14% Add +0.5% 4,189 $1.0M
Cascade Financial Partners, LLC 0.13% Reduce -27.0% 4,189 $1.0M
First Commonwealth Financial Corp 0.24% Reduce -1.7% 4,156 $1.0M
HM Payson & Co. 0.02% Reduce -10.6% 4,151 $1.0M
Stamos Capital Partners, L.P. 0.24% New 4,150 $1.0M
PYA Waltman Capital, LLC 0.32% No change 4,138 $1.0M
Access Financial Services, Inc. 0.45% Reduce -1.2% 4,130 $1000K
Future You Wealth LLC 0.71% — 4,125 $999K
Romano Brothers and Company 0.13% No change 4,122 $998K
Vantage Financial Partners, LLC 0.25% Add +2.2% 4,122 $998K
Venture Visionary Partners LLC 0.04% Add +0.9% 4,116 $997K
Stonegate Investment Group, LLC 0.03% No change 4,116 $997K
Hollencrest Capital Management 0.04% Reduce -2.4% 4,115 $996K
Rik Saylor Financial, Inc. 0.92% — 4,096 $992K
Ameraudi Asset Management, Inc. 0.55% Add +133.8% 4,084 $989K
Busey Bank 0.03% Add +5.3% 4,079 $988K
International Private Wealth Advisors LLC 0.98% Reduce -2.3% 4,076 $987K
Accurate Wealth Management, LLC 0.19% Reduce -85.2% 3,976 $987K
Visionary Wealth Advisors 0.06% Reduce -18.6% 4,070 $985K
Carret Asset Management, LLC 0.11% Reduce -0.4% 4,058 $983K
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Reduce -1.0% 4,045 $979K
Global Assets Advisory, LLC 0.54% Add +11.1% 3,974 $975K
Aspiriant, LLC 0.04% Add +33.3% 4,026 $975K
Mechanics Bank Trust Department 0.13% Reduce -2.8% 4,023 $974K
626 Financial, LLC 0.52% Add +3.5% 4,011 $971K
Diversified Trust Co. 0.02% Add +4.0% 4,009 $971K
Pinnacle Wealth Planning Services, Inc. 0.15% Add +52.7% 4,004 $969K
Medici Capital LLC 1.25% No change 4,000 $969K
Astra Wealth Partners LLC 0.91% — 4,000 $969K
Bartlett & Co. Wealth Management LLC 0.01% Add +1.9% 3,990 $966K
Hengehold Capital Management LLC 0.09% Add +2.1% 3,975 $962K
Altiora Financial Group, LLC 0.21% Reduce -41.3% 3,972 $962K
CIBC Asset Management Inc 0.00% Reduce -0.5% 3,966 $960K
Main Street Group, LTD 0.40% Reduce -6.6% 3,961 $959K
Mowery & Schoenfeld Wealth Management, LLC 1.86% Add +5031.2% 3,951 $957K
Schmidt P J Investment Management Inc. 0.17% No change 3,950 $956K
Spinnaker Trust 0.06% Add +0.3% 3,944 $955K
Pacific Sage Partners, LLC 0.22% No change 3,940 $954K
Fortis Advisors, LLC 0.63% No change 3,937 $953K
Hardin Capital Partners, LLC 0.57% Reduce -0.6% 3,925 $950K
Kelleher Financial Advisors 0.36% Add +13.9% 3,917 $948K
Oder Investment Management, LLC 0.79% No change 3,916 $948K
Samalin Investment Counsel, LLC 0.41% Add +16.4% 3,905 $946K
GFG Capital, LLC 0.26% Reduce -12.7% 3,890 $942K
First Pacific Financial 0.22% Add +4.6% 3,880 $939K
Wingate Wealth Advisors, Inc. 0.92% — 3,863 $935K
Glenview Trust Co 0.02% Reduce -0.6% 3,851 $932K
Sprott Inc. 0.06% Add +11.0% 3,829 $927K
Camden National Bank 0.14% No change 3,814 $923K
Net Worth Advisory Group 0.28% Reduce -4.3% 3,783 $916K
Vaughan David Investments LLC 0.02% No change 3,776 $914K
Horizon Kinetics Asset Management LLC 0.01% Reduce -2.1% 3,756 $909K
McGuire Investment Group, LLC 0.13% Reduce -2.0% 3,747 $907K
JFS Wealth Advisors, LLC 0.06% No change 3,740 $906K
First American Trust, FSB 0.09% Add +8.4% 3,732 $904K
Diligent Investors, LLC 0.21% Add +67.3% 3,730 $903K
Bradley & Co. Private Wealth Management, LLC 0.56% — 3,724 $902K
Capstone Wealth Management Group LLC 0.68% — 3,713 $899K
Guidance Capital, Inc. 0.27% Reduce -2.6% 3,511 $898K
Parkworth Wealth Management, Inc. 0.75% — 3,702 $896K
HBW Advisory Services LLC 0.09% Reduce -9.4% 3,702 $896K
Defined Financial Planning LLC 0.95% — 3,690 $893K
Advance Capital Management, Inc. 0.04% Add +9.4% 3,683 $892K
Berger Financial Group, Inc 0.06% Add +18.6% 3,681 $891K
Westshore Wealth, LLC 0.36% No change 3,680 $891K
Nilsine Partners, LLC 0.10% Add +2.9% 3,677 $890K
Black Diamond Financial, LLC 0.13% Reduce -0.7% 3,671 $889K
AlphaQ Advisors LLC 2.43% Add +0.8% 3,664 $887K
O'ROURKE & COMPANY, Inc 0.43% Add +32.6% 3,662 $887K
Waterloo Capital, L.P. 0.09% New 3,660 $886K
Visionary Horizons, LLC 0.58% Reduce -4.1% 3,658 $886K
Novus Advisors, LLC 0.88% — 3,643 $882K
Corsair Capital Management, L.P. 0.19% No change 3,641 $882K
Pinnacle Bancorp, Inc. 0.29% No change 3,632 $879K
Farmers & Merchants Investments Inc. 0.03% No change 3,625 $878K
BostonPremier Wealth LLC 0.53% — 3,614 $875K
BSW Wealth Partners 0.13% Add +19.0% 3,606 $873K
Capital Advisors Inc. 0.02% Add +99.1% 3,603 $872K
Chico Wealth RIA 0.76% No change 3,600 $872K
TCFG Wealth Management, LLC 0.44% Add +5.3% 3,591 $869K
NorthRock Partners, LLC 0.03% Add +2.8% 3,589 $869K
Tsfg, LLC 0.18% Add +40.6% 3,590 $869K
Kanawha Capital Management LLC 0.07% Add +12.1% 3,586 $868K
Nicholson Wealth Management Group, LLC 0.58% No change 3,576 $866K
Harrington Investments, INC 0.48% Add +8.3% 3,571 $865K
First City Capital Management, Inc. 0.46% Add +14.4% 3,570 $864K
Wolverine Asset Management LLC 0.07% No change 3,570 $864K
Rossby Financial, LCC 0.55% — 3,556 $861K
Chemistry Wealth Management LLC 0.20% No change 3,553 $860K
NDWM LLC 0.72% Reduce -0.0% 3,545 $858K
Main Street Financial Solutions, LLC 0.08% Reduce -55.5% 3,538 $857K
A. D. Beadell Investment Counsel, Inc. 0.69% Reduce -9.9% 3,537 $856K
Christensen, King & Associates Investment Services, Inc. 0.40% Add +1.7% 3,538 $854K
KMG Fiduciary Partners, LLC 0.07% No change 3,525 $853K
Headlands Technologies LLC 0.09% Reduce -87.6% 3,513 $851K
Petix & Botte Co 0.22% No change 3,512 $850K
Banco BTG Pactual S.A. 0.20% Reduce -36.1% 3,453 $847K
Reynders McVeigh Capital Management, LLC 0.04% No change 3,498 $847K
Roger Wittlin Investment Advisory, LLC 0.47% Add +6.1% 3,487 $844K
Northeast Financial Consultants Inc 0.04% Add +3.2% 3,483 $843K
Ballew Advisors, Inc 0.54% Add +280.9% 3,428 $842K
Householder Group Estate & Retirement Specialist, LLC 0.63% Reduce -35.9% 3,466 $839K
Winmill & Co. Inc. 0.27% Reduce -3.8% 3,465 $839K
Sentinel Pension Advisors, LLC 0.16% Add +5.8% 3,454 $836K
Fortress Financial Solutions, LLC 1.19% — 3,448 $835K
IMS Capital Management 0.39% No change 3,447 $835K
Tradition Wealth Management, LLC 0.07% Reduce -6.2% 3,447 $835K
CVA Family Office, LLC 0.13% No change 3,436 $832K
Brick & Kyle, Associates 0.35% Add +424.5% 3,425 $829K
Insight Wealth Partners, LLC 0.52% Add +0.3% 3,413 $826K
Bluespring Wealth Management, LLC 0.08% Reduce -0.3% 3,413 $826K
Delta Financial Group, Inc. 0.19% Reduce -2.4% 3,407 $825K
Advisors Capital Management, LLC 0.01% Add +6.2% 3,406 $825K
LM Advisors LLC 0.15% Add +5.1% 3,399 $823K
Sand Hill Global Advisors, LLC 0.03% No change 3,386 $820K
Legacy Capital Wealth Partners, LLC 0.20% Reduce -49.5% 3,374 $817K
Gryphon Financial Partners LLC 0.12% Reduce -0.4% 3,371 $816K
Wellington Shields & Co., LLC 0.25% Add +0.3% 3,366 $815K
Destiny Wealth Partners, LLC 0.13% Add +5.7% 3,361 $814K
Haverford Trust Co 0.01% Reduce -2.9% 3,350 $811K
Columbus Macro, LLC 0.11% Add +0.1% 3,346 $810K
Claro Advisors Inc. 0.11% Reduce -5.3% 3,334 $807K
Jmac Enterprises LLC 0.13% Add +56.4% 3,327 $806K
McAdam, LLC 0.04% Add +73.8% 3,313 $802K
Cardinal Point Capital Management ULC 0.13% Add +30.5% 3,298 $799K
Lodestone Wealth Management LLC 0.40% Reduce -3.0% 3,295 $798K
Saxony Capital Management, LLC 0.70% Add +2.8% 3,284 $795K
Embree Financial Group 0.14% Reduce -18.1% 3,281 $794K
Amara Financial, Llc. 0.73% Reduce -5.3% 3,278 $794K
Orgel Wealth Management, LLC 0.02% No change 3,264 $790K
Armstrong Advisory Group, Inc. 0.06% Add +21.0% 3,251 $787K
Oceanside Advisors LLC 0.59% No change 3,242 $785K
Rosenberg Matthew Hamilton 0.20% No change 3,240 $785K
Destiny Capital Corp 0.48% Reduce -2.3% 3,240 $784K
Blue Chip Partners, LLC 0.07% No change 3,239 $784K
Formidable Asset Management, LLC 0.13% Reduce -3.8% 3,236 $784K
Guyasuta Investment Advisors Inc. 0.05% No change 3,236 $784K
RMR Capital Management, LLC 0.58% No change 3,231 $782K
Members Trust Co 0.03% No change 3,228 $782K
WESCAP Management Group, Inc. 0.19% Reduce -25.9% 3,209 $777K
Orleans Capital Management Corp. 0.43% No change 2,900 $775K
Safe Harbor Fiduciary, LLC 0.79% Reduce -1.9% 3,201 $775K
Old Port Advisors 0.22% Reduce -0.5% 3,192 $773K
Atwater Malick LLC 0.26% Reduce -3.4% 3,164 $766K
New Century Financial Group, LLC 0.33% Reduce -7.0% 3,141 $765K
Heritage Investors Management Corp. 0.02% Add +27.2% 3,150 $763K
WPWealth LLP 0.16% No change 3,151 $763K
Wilkinson Global Asset Management LLC 0.05% No change 3,150 $763K
Towercrest Capital Management 0.12% Reduce -0.3% 3,140 $760K
United Community Bank 0.30% Reduce -0.0% 3,136 $759K
Tepp RIA, LLC 1.12% — 3,135 $759K
Alta Wealth Advisors LLC 0.33% Reduce -0.6% 3,130 $758K
Cambridge Advisors Inc. 0.17% Reduce -4.4% 3,127 $757K
Simplicity Wealth,LLC 0.16% Reduce -57.0% 3,123 $756K
Global View Capital Management LLC 0.27% — 3,081 $756K
Regatta Capital Group, LLC 0.15% Reduce -0.7% 3,116 $754K
XTX Topco Ltd 0.06% New 3,106 $752K
Burns J W & Co. Inc. 0.10% Add +1.9% 3,105 $752K
Hudock, Inc. 0.13% Reduce -4.9% 3,103 $751K
Werba Rubin Papier Wealth Management 0.18% Add +33.8% 3,100 $751K
Bank of Nova Scotia 0.00% Reduce -92.7% 3,098 $750K
GGM Financial LLC 0.80% No change 3,095 $749K
Pallas Capital Advisors LLC 0.03% Reduce -0.5% 3,092 $749K
Innealta Capital, LLC 0.36% New 3,074 $744K
Sage Private Wealth Group, LLC 0.56% No change 3,070 $743K
Peregrine Asset Advisers, Inc. 0.27% Add +6.1% 3,061 $741K
Q3 Asset Management 0.46% Reduce -10.7% 3,056 $740K
Driehaus Capital Management LLC 0.01% Reduce -23.0% 3,056 $740K
JMG Financial Group, Ltd. 0.03% No change 3,052 $739K
Copperwynd Financial, LLC 0.20% Reduce -0.7% 3,051 $739K
Capital Advisors, Ltd. LLC 0.09% No change 3,050 $738K
Terril Brothers, Inc. 0.22% No change 3,041 $736K
Cubist Systematic Strategies, LLC 0.01% Reduce -46.6% 3,038 $736K
Diversified Enterprises, LLC 0.07% Add +0.9% 3,034 $735K
Welch & Forbes LLC 0.01% Add +23.6% 3,032 $734K
Heritage Wealth Advisors 0.04% Reduce -2.5% 3,029 $733K
Investment Advisory Group, LLC 0.25% Add +5.4% 3,026 $733K
Gratus Wealth Advisors, LLC 0.12% No change 3,020 $731K
M Wealth Management, LLC 0.67% — 3,019 $731K
Flaharty Asset Management, LLC 0.11% Reduce -0.1% 3,006 $728K
Sonora Investment Management Group, LLC 0.06% Reduce -8.4% 3,001 $727K
Timber Creek Capital Management LLC 0.21% No change 3,000 $726K
Total Wealth Planning & Management, Inc. 0.71% — 2,986 $723K
Total Clarity Wealth Management, Inc. 0.23% Reduce -2.2% 2,975 $720K
Mezzasalma Advisors, LLC 0.23% New 2,975 $720K
Certuity, LLC 0.08% Add +63.9% 2,962 $717K
Austin Private Wealth, LLC 0.07% Add +6.8% 2,962 $717K
New Harbor Financial Group, LLC 0.21% New 2,951 $715K
Fiduciary Family Office, LLC 0.21% New 2,951 $715K
Pettyjohn, Wood & White, Inc. 0.13% No change 2,950 $714K
SOL Capital Management CO 0.08% Reduce -6.3% 2,950 $714K
Financial Partners Group, Inc 0.10% Reduce -7.4% 2,934 $710K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +0.0% 2,934 $710K
LGL Partners, LLC 0.10% Reduce -6.4% 2,932 $710K
MSH Capital Advisors LLC 0.22% Add +4.1% 2,929 $709K
Ameriflex Group, Inc. 0.32% — 2,738 $708K
Taylor & Morgan Wealth Management, LLC 0.50% No change 2,919 $707K
Archer Investment Corp 0.19% No change 2,916 $706K
Badgley Phelps Wealth Managers, LLC 0.02% Add +19.2% 2,915 $706K
UMB Bank, n.a. 0.01% No change 2,910 $705K
Indie Asset Partners, LLC 0.55% Add +0.4% 2,909 $704K
DBK Financial Counsel, LLC 0.71% No change 2,904 $703K
WealthPLAN Partners, LLC 0.10% Add +60.6% 2,904 $703K
Jacobsen Capital Management 0.30% No change 2,898 $702K
Pacific Center for Financial Services 0.18% Add +5.0% 2,894 $701K
LaSalle St. Investment Advisors, LLC 0.22% Add +15.8% 2,892 $700K
Marino, Stram & Associates LLC 0.15% No change 2,886 $699K
Legacy PCG, LLC 0.50% Add +1.9% 2,878 $697K
Bridgewealth Advisory Group, LLC 0.20% Add +0.6% 2,577 $697K
Allen Capital Group, LLC 0.09% Reduce -3.5% 2,875 $696K
Inspire Advisors, LLC 0.09% Add +17.1% 2,874 $696K
Leavell Investment Management, Inc. 0.03% No change 2,856 $692K
Kaufman Rossin Wealth, LLC 0.71% — 2,855 $691K
EWG Elevate Inc. 0.21% Reduce -89.3% 2,851 $690K
Heartwood Wealth Advisors LLC 0.08% No change 2,849 $690K
United Bank 0.29% Add +16.4% 2,841 $688K
Diversify Wealth Management, LLC 0.05% Add +10.0% 2,770 $688K
HUB Investment Partners, LLC 0.03% Add +48.3% 2,836 $687K
Blue Bell Private Wealth Management, LLC 0.13% Add +1.5% 2,832 $686K
Finivi Inc. 0.55% Reduce -1.7% 2,820 $683K
Xcel Wealth Management, LLC 0.19% No change 2,820 $683K
Atlas Financial Advisors, Inc. 1.06% Reduce -5.1% 2,816 $682K
Clearbridge Investments, LLC 0.00% No change 2,816 $682K
Mayfair Advisory Group, LLC 0.40% Add +48.6% 2,808 $680K
HHM Wealth Advisors, LLC 0.09% No change 2,807 $680K
Hartford Financial Management Inc. 0.14% No change 2,805 $679K
Granite FO LLC 0.39% No change 2,800 $678K
Hillcrest Wealth Advisors - NY, LLC 0.32% No change 2,800 $678K
Vertex Planning Partners, LLC 0.15% Add +8.6% 2,797 $677K
Appleton Partners Inc. 0.05% Reduce -1.4% 2,786 $675K
MADDEN SECURITIES Corp 0.27% Reduce -10.3% 2,782 $674K
Lam Group, Inc. 0.48% No change 2,780 $673K
Fiduciary Alliance LLC 0.07% Add +16.5% 2,778 $673K
Running Point Capital Advisors, LLC 0.23% Add +17.5% 2,776 $672K
Waldron Private Wealth LLC 0.03% Add +7.2% 2,766 $670K
M. Kraus & Co 0.20% No change 2,765 $669K
Towne Trust Company, N.A 0.23% Reduce -0.0% 2,759 $668K
Money Concepts Capital Corp. 0.05% Add +17.6% 2,759 $668K
Piedmont Capital Management, LLC 0.40% No change 2,715 $666K
Teachers Insurance & Annuity Association of America 0.88% Reduce -11.3% 2,751 $666K
Clay Northam Wealth Management, LLC 0.43% Add +18.0% 2,748 $665K
Hyperion Capital Advisors LP 0.34% Reduce -21.5% 2,738 $663K
NTV Asset Management LLC 0.09% Add +19.2% 2,737 $663K
Luminist Capital LLC 1.16% — 2,734 $662K
Capital CS Group, LLC 0.88% New 2,734 $662K
Wealthspan Partners, LLC 0.32% Add +0.5% 2,729 $661K
Oxford Financial Group, LTD. LLC 0.04% Add +198.5% 2,707 $655K
Bulltick Wealth Management, LLC 0.15% Add +43.4% 2,705 $655K
JB Capital LLC 0.04% Add +9.9% 2,702 $654K
Principle Wealth Partners LLC 0.05% Add +0.1% 2,698 $653K
Commonwealth Financial Services, LLC 0.13% Reduce -45.8% 2,692 $652K
Bramshill Investments, LLC 0.10% Add +49.4% 2,690 $651K
SouthState Bank Corp 0.04% Reduce -2.3% 2,690 $651K
GW Henssler & Associates Ltd. 0.04% Reduce -50.0% 2,679 $651K
Henrickson Nauta Wealth Advisors, Inc. 0.26% No change 2,689 $651K
Finward Bancorp 0.56% — 2,687 $651K
Heritage Investment Group, Inc. 0.12% No change 2,681 $649K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.16% No change 2,681 $649K
Howard Financial Services, LTD. 0.09% No change 2,674 $647K
Secured Retirement Advisors, LLC 0.37% Reduce -14.4% 2,670 $646K
Broadleaf Partners, LLC 0.15% Reduce -19.3% 2,668 $646K
Frontier Asset Management, LLC 0.21% Reduce -6.7% 2,663 $645K
Trustmark Bank Trust Department 0.05% Reduce -1.9% 2,658 $644K
Pines Wealth Management, LLC 0.28% — 2,585 $642K
Miramar Capital, LLC 0.15% No change 2,640 $639K
Beaumont Financial Advisors, LLC 0.05% Add +20.0% 2,640 $639K
SignalPoint Asset Management, LLC 0.15% Reduce -18.4% 2,630 $637K
Country Club Bank 0.04% Reduce -2.2% 2,642 $636K
Advisory Alpha, LLC 0.02% Add +39.2% 2,621 $635K
Thompson Davis & Co., Inc. 0.41% Add +1.9% 2,612 $632K
Frederick Financial Consultants, LLC 0.51% — 2,611 $632K
Doliver Advisors, LP 0.18% Reduce -5.0% 2,610 $632K
Hantz Financial Services, Inc. 0.01% Add +82.4% 2,594 $628K
Hilltop National Bank 0.19% Add +18.2% 2,593 $628K
Klingenstein Fields & Co. LP 0.03% No change 2,591 $627K
Chicago Partners Investment Group LLC 0.02% Reduce -2.0% 2,550 $627K
Winthrop Advisory Group LLC 0.08% No change 2,586 $626K
KCM Investment Advisors LLC 0.02% Add +11.3% 2,583 $625K
Robinswood Financial LLC 0.24% No change 2,578 $624K
Legacy Financial Advisors, Inc. 0.10% Reduce -0.6% 2,573 $623K
Garden State Investment Advisory Services LLC 0.19% Reduce -4.6% 2,572 $623K
Archford Capital Strategies, LLC 0.09% Add +3.4% 2,564 $621K
Tucker Asset Management LLC 0.14% Add +12.9% 2,563 $621K
Kohmann Bosshard Financial Services, LLC 0.07% Reduce -0.6% 2,560 $620K
Wealth Alliance, LLC 0.07% Add +4.1% 2,559 $620K
Swisher Financial Concepts, Inc. 0.73% Add +1.3% 2,552 $618K
Meridian Wealth Partners, LLC 0.09% Add +24.4% 2,552 $618K
Alliance Wealth Advisors, LLC 0.16% Reduce -4.8% 2,549 $617K
SAM Advisors, LLC 0.22% No change 2,548 $617K
Paragon Financial Partners, Inc. 0.46% Reduce -10.3% 2,545 $616K
Sunbelt Securities, Inc. 0.05% Add +4.1% 2,552 $614K
Woodward Diversified Capital, LLC 0.45% Reduce -19.6% 2,527 $612K
Arax Advisory Partners 0.04% Add +136.1% 2,512 $608K
BLB&B Advisors, LLC 0.03% Add +5.7% 2,507 $607K
Smith & Howard Wealth Management, LLC 0.17% No change 2,505 $607K
Fractal Investments LLC 0.09% No change 2,500 $605K
Forza Wealth Management, LLC 0.28% No change 2,496 $604K
Independence Bank of Kentucky 0.09% Add +18.4% 2,489 $603K
Cooper Financial Group 0.07% Add +8.8% 2,489 $603K
Channel Wealth LLC 0.20% No change 2,481 $601K
First Bancorp, Inc 0.41% Add +67.6% 2,480 $600K
Tme Financial, Inc. 0.56% — 2,470 $600K
Dunhill Financial, LLC 0.28% Reduce -0.6% 2,471 $598K
Family Manage LLC 0.10% Reduce -33.4% 2,471 $598K
Tidemark, LLC 0.23% Add +0.8% 2,469 $598K
Pinnacle Wealth Management Advisory Group, LLC 0.06% Add +2.9% 2,468 $598K
Amundi 0.00% Reduce -48.7% 2,425 $596K
MTM Investment Management, LLC 0.23% No change 2,455 $594K
Intellus Advisors LLC 0.10% — 2,454 $594K
Chesapeake Wealth Management 0.20% Reduce -2.0% 2,453 $594K
Pavion Blue Capital, LLC 0.28% No change 2,448 $593K
Global Financial Private Client, LLC 0.22% Reduce -6.9% 2,447 $592K
N.E.W. Advisory Services LLC 0.06% Add +88.7% 2,443 $592K
Compagnie Lombard Odier SCmA 0.01% Reduce -32.0% 2,442 $591K
Single Point Partners, LLC 0.14% No change 2,439 $591K
Nemes Rush Group LLC 0.07% Add +14.0% 2,440 $591K
Vanguard Group Inc. 0.00% Reduce -2.8% 2,439 $591K
Beaird Harris Wealth Management, LLC 0.05% Add +18.8% 2,436 $590K
Moseley Investment Management Inc. 0.23% Reduce -29.1% 2,432 $589K
Reliant Investment Partners, LLC 0.52% — 2,430 $588K
Winch Advisory Services, LLC 0.15% Add +9.0% 2,423 $587K
Florida Financial Advisors, LLC 0.26% Add +15.6% 2,422 $586K
Thomasville National Bank 0.04% No change 2,422 $586K
CWS Financial Advisors, LLC 0.19% Add +4.3% 2,420 $586K
WT Wealth Management 0.18% Reduce -26.9% 2,415 $585K
Outlook Wealth Advisors, LLC 0.17% Reduce -1.3% 2,402 $582K
IvyRock Asset Management (HK) Ltd 0.26% Add +50.0% 2,400 $581K
Van Cleef Asset Management,Inc 0.06% No change 2,393 $579K
Twin Lakes Capital Management, LLC 0.37% No change 2,390 $579K
Southland Equity Partners LLC 0.13% Reduce -2.3% 2,381 $577K
Prosperity Wealth Management, Inc. 0.24% Reduce -25.7% 2,375 $575K
Bourne Lent Asset Management Inc. 0.22% No change 2,375 $575K
Integrity Alliance, Llc. 0.06% — 2,368 $573K
Capital Asset Advisory Services LLC 0.03% Add +24.0% 2,354 $573K
Financial Engines Advisors L.L.C. 0.00% Add +34.4% 2,360 $571K
Cutler Investment Counsel LLC 0.07% Reduce -1.1% 2,355 $570K
Gilliland Jeter Wealth Management LLC 0.19% No change 2,347 $568K
Capasso Planning Partners LLC 0.23% Reduce -72.7% 2,344 $568K
Quadrant Capital Group LLC 0.04% No change 2,342 $567K
Founders Financial Alliance, LLC 0.16% Reduce -0.8% 2,339 $566K
Crowley Wealth Management, Inc. 0.50% — 2,330 $564K
Mascagni Wealth Management, Inc. 0.56% — 1,952 $562K
Cutter & CO Brokerage, Inc. 0.14% Add +53.6% 2,322 $562K
Octavia Wealth Advisors, LLC 0.07% Add +12.7% 2,318 $561K
Rinkey Investments 0.18% Reduce -4.3% 2,317 $561K
Financial Sense Advisors, Inc. 0.19% Reduce -10.9% 2,316 $561K
LRI Investments, LLC 0.05% No change 2,315 $561K
Keystone Financial Group 0.06% Add +4.4% 2,312 $560K
Windsor Capital Management, LLC 0.17% No change 2,312 $560K
Heritage Trust Co 0.07% — 2,311 $560K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -0.6% 2,308 $559K
Patron Partners, LLC 0.30% Reduce -2.3% 2,305 $558K
Penobscot Investment Management Company, Inc. 0.05% Add +1.4% 2,303 $558K
Daymark Wealth Partners, LLC 0.02% Add +3.1% 2,297 $556K
Silvia McColl Wealth Management, LLC 0.42% Add +34.7% 2,294 $555K
Provenance Wealth Advisors, LLC 0.07% Reduce -0.5% 2,294 $555K
MTM Financial Group, LLC 0.33% Add +5.6% 2,293 $555K
180 Wealth Advisors, LLC 0.09% Reduce -0.7% 2,288 $554K
Fulton Breakefield Broenniman LLC 0.04% No change 2,280 $552K
Keudell/Morrison Wealth Management 0.14% Add +2.6% 2,278 $552K
Ledyard National Bank 0.05% Reduce -1.1% 2,266 $549K
Fsa Wealth Partners, Inc. 0.13% Reduce -0.7% 2,264 $548K
Nottingham Advisors, Inc. 0.07% Reduce -5.9% 2,262 $548K
Post Resch Tallon Group Inc. 0.53% — 2,230 $547K
Crane Advisory, LLC 0.10% Add +2.8% 2,231 $543K
Richardson Financial Services Inc. 0.38% Add +5.1% 2,253 $542K
American Asset Management Inc. 0.55% Add +2.7% 2,236 $541K
VestGen Investment Management 0.15% Reduce -3.8% 2,235 $541K
Cornerstone Wealth Group, LLC 0.04% Reduce -3.8% 2,235 $541K
Dover Advisors, LLC 0.31% Add +9.8% 2,234 $541K
Range Financial Group LLC 0.25% Add +7.0% 2,233 $541K
Ritter Daniher Financial Advisory LLC / DE 0.15% Reduce -0.3% 2,232 $540K
ProVise Management Group, LLC 0.05% Reduce -14.3% 2,227 $539K
jvl associates llc 0.20% No change 2,219 $537K
Roman Butler Fullerton & Co. 0.17% Add +31.2% 2,122 $537K
Consolidated Capital Management, LLC 0.23% No change 2,215 $536K
BridgePort Financial Solutions, LLC 0.24% — 2,024 $536K
Johnson Investment Counsel Inc. 0.01% New 10,308 $536K
Aviance Capital Partners, LLC 0.07% Add +46.6% 2,213 $536K
Rothschild Investment LLC 0.04% Reduce -2.6% 2,213 $536K
Wealth Effects LLC 0.19% Add +9.7% 2,208 $535K
Tempus Wealth Planning, LLC 0.16% No change 2,207 $534K
American Investment Services, Inc. 0.09% Add +5.9% 2,196 $532K
Jackson Hole Capital Partners, LLC 0.11% Reduce -0.3% 2,192 $531K
McKinley Carter Wealth Services, Inc. 0.03% Add +48.9% 2,166 $524K
4J Wealth Management LLC 0.42% No change 2,165 $524K
Allen Mooney & Barnes Investment Advisors LLC 0.09% Add +3.0% 2,159 $523K
Well Done, LLC 0.10% No change 2,146 $522K
BlueSky Wealth Advisors, LLC 0.08% No change 2,148 $520K
Iron Gate Global Advisors LLC 0.07% Add +5.1% 2,148 $520K
SYM FINANCIAL Corp 0.07% Reduce -22.4% 2,147 $520K
Bienville Capital Management, LLC 0.13% Add +10.4% 2,145 $519K
Barnes Wealth Management Group, Inc 0.35% — 2,143 $519K
ARK & TLK Investments, LLC 0.18% No change 2,143 $519K
Breakwater Investment Management 0.22% Add +21.2% 2,142 $519K
Albion Financial Group 0.04% No change 2,140 $518K
Alhambra Investment Management LLC 0.27% Reduce -0.1% 2,140 $518K
KG Capital Management 0.17% Add +11.5% 2,139 $518K
Chilton Capital Management LLC 0.02% Reduce -11.6% 2,137 $517K
Coppell Advisory Solutions LLC 0.07% Add +9.8% 2,149 $517K
Alkeme Wealth, LLC 0.24% Reduce -2.6% 2,135 $517K
Arcataur Capital Management LLC 0.17% No change 2,135 $517K
Tobias Financial Advisors, Inc. 0.10% No change 2,133 $516K
Hamilton Point Investment Advisors, LLC 0.09% Add +8.7% 2,129 $515K
ZynergyRetirementPlanningLLC 0.36% No change 2,113 $514K
Avenir Corp. 0.05% No change 2,114 $512K
Sheaff Brock Investment Advisors, LLC 0.04% Add +12.8% 2,110 $511K
Provident Wealth Management, LLC 0.17% Reduce -22.7% 2,109 $511K
West Paces Advisors Inc. 0.12% Add +1.0% 2,108 $510K
Harbour Investment Management LLC 0.22% New 2,107 $510K
Manchester Financial Inc. 0.11% Reduce -7.3% 2,102 $509K
Avondale Wealth Management 0.33% Add +16.6% 2,102 $509K
Sage Mountain Advisors LLC 0.04% Add +40.0% 2,101 $509K
Lion Street Advisors, LLC 0.16% Reduce -1.1% 2,098 $508K
Geller Advisors LLC 0.03% No change 2,092 $507K
Capital Advantage, Inc. 0.09% New 2,088 $506K
Davis Investment Partners, LLC 0.21% Add +68.1% 2,032 $504K
Wolff Financial Management LLC 0.14% Reduce -1.4% 2,083 $504K
Investment Partners Asset Management, Inc. 0.40% Reduce -3.8% 2,080 $504K
Prism Advisors, Inc. 0.15% No change 2,071 $501K
Prosperity Financial Group, Inc. 0.25% Reduce -2.1% 2,064 $500K
Litman Gregory Wealth Management LLC 0.04% Reduce -0.2% 2,059 $499K
Guardian Wealth Advisors, LLC / NC 0.04% Add +5.0% 2,055 $498K
Potentia Wealth 0.22% — 2,052 $497K
Credit Agricole S A 0.00% Add +130.1% 2,050 $496K
Azzad Asset Management Inc. 0.10% Reduce -35.2% 2,046 $495K
Wernau Asset Management Inc. 0.48% — 2,045 $495K
Tarbox Family Office, Inc. 0.08% No change 2,045 $495K
GC Wealth Management RIA, LLC 0.09% Reduce -0.8% 2,040 $494K
L. Roy Papp & Associates, LLP 0.06% No change 2,038 $493K
Lanham O'Dell & Company, Inc. 0.75% New 2,032 $492K
Parker Investment Management, LLC 0.08% Add +32.6% 2,032 $492K
Chatham Capital Group, Inc. 0.08% No change 2,031 $492K
Brogan Financial, Inc. 0.24% Reduce -93.4% 2,027 $491K
One Charles Private Wealth Services, LLC 0.16% No change 2,025 $490K
LifeGuide Financial Advisors, LLC 0.21% Add +6.3% 2,022 $490K
Stephens Consulting, LLC 0.12% Reduce -28.4% 2,020 $489K
Lafayette Investments, Inc. 0.10% No change 2,013 $487K
Tectonic Advisors LLC 0.03% Add +1.3% 2,012 $487K
Hohimer Wealth Management, LLC 0.09% Add +68.6% 2,003 $485K
Chemung Canal Trust Co. 0.10% No change 2,000 $484K
Apriem Advisors 0.06% Add +2.3% 2,000 $484K
Strategy Asset Managers LLC 0.09% Reduce -6.2% 1,997 $484K
Cook Wealth, LLC 0.23% Add +1.7% 1,903 $483K
James J. Burns & Company, LLC 0.08% Reduce -4.8% 1,990 $482K
All Terrain Financial Advisors, LLC 0.19% Add +22.0% 1,986 $481K
Howe & Rusling Inc. 0.04% Add +22.1% 1,982 $480K
Tennessee Valley Asset Management Partners 0.08% Add +11.6% 1,980 $479K
NCM Capital Management, LLC 0.21% Reduce -4.8% 1,970 $477K
Meritage Portfolio Management 0.03% No change 1,970 $477K
MKT Advisors LLC 0.21% No change 1,906 $475K
Ascent Group, LLC 0.04% Reduce -15.4% 1,959 $474K
Hennion & Walsh Asset Management, Inc. 0.02% No change 1,956 $474K
Atlas Brown,Inc. 0.16% Reduce -0.2% 1,952 $473K
Uhlmann Price Securities, LLC 0.36% Add +4.4% 1,949 $472K
Purus Wealth Management, LLC 0.19% Reduce -0.1% 1,948 $472K
Berkshire Asset Management LLC 0.02% Add +301.7% 4,716 $472K
Parr McKnight Wealth Management Group, LLC 0.07% — 1,947 $471K
Empirical Finance, LLC 0.03% New 1,945 $471K
Davidson Investment Advisors 0.02% New 1,945 $471K
Capital Advisors Wealth Management, LLC 0.08% Add +0.8% 1,939 $469K
Caldwell Trust Co 0.05% No change 1,938 $469K
Hazlett, Burt & Watson, Inc. 0.21% Reduce -4.4% 1,931 $469K
Element Wealth, LLC 0.24% Add +1.4% 1,927 $467K
Titleist Asset Management, LLC 0.05% Reduce -17.7% 1,922 $465K
Cidel Asset Management Inc. 0.03% Add +0.4% 1,921 $465K
Capital City Trust Co. 0.12% Reduce -10.9% 1,919 $465K
Institute for Wealth Management, LLC. 0.06% Add +3.0% 1,911 $463K
Schechter Investment Advisors, LLC 0.04% No change 1,909 $462K
Azimuth Capital Investment Management LLC 0.02% Add +3.2% 1,909 $462K
Alternative Investment Advisors, LLC. 0.24% New 1,908 $462K
Quadrant Private Wealth Management, LLC 0.11% Add +7.8% 1,908 $462K
Safeguard Investment Advisory Group, LLC 0.13% Add +2.0% 1,905 $461K
Capital Insight Partners, LLC 0.08% New 1,894 $459K
Cahaba Wealth Management, Inc. 0.04% Add +110.9% 1,892 $458K
Duncker Streett & Co. Inc. 0.08% Reduce -5.2% 1,883 $456K
Baker Avenue Asset Management, LP 0.01% Add +4.0% 1,881 $456K
Blume Capital Management, Inc. 0.10% Add +15.3% 1,880 $455K
Madden Advisory Services, Inc. 0.21% Reduce -3.1% 1,880 $455K
Smithfield Trust Co 0.02% Reduce -14.3% 1,879 $455K
Annex Advisory Services, LLC 0.01% Add +2.6% 1,877 $454K
CLG LLC 0.16% — 1,875 $454K
Guidance Point Advisors, LLC 0.13% Reduce -1.5% 1,874 $454K
Colton Groome Financial Advisors, LLC 0.17% No change 1,872 $453K
Eagle Capital Management, LLC 0.18% No change 1,872 $453K
Signature Wealth Management Partners, LLC 0.31% No change 1,865 $452K
Sage Rhino Capital LLC 0.10% No change 1,860 $450K
Dearborn Partners LLC 0.02% No change 1,860 $450K
Dynamic Technology Lab Private Ltd 0.07% Reduce -56.3% 1,860 $450K
Physician Wealth Advisors, Inc. 0.08% Add +10.0% 1,858 $450K
Cadence Bank 0.03% Add +7.2% 1,856 $449K
Dynamic Financial Group 0.46% — 1,853 $449K
Willis Johnson & Associates, Inc. 0.03% Reduce -4.5% 1,852 $448K
Baron Silver Stevens Financial Advisors, LLC 0.08% Add +28.9% 1,850 $448K
Essex LLC 0.09% No change 1,847 $447K
Bearing Point Capital, LLC 0.09% — 1,845 $447K
Klingman & Associates, LLC 0.03% Add +5.4% 1,843 $446K
Avion Wealth 0.11% Add +1.5% 1,843 $446K
Insight Advisors, LLC/ PA 0.08% Add +12.7% 1,852 $446K
Nova Wealth Management, Inc. 0.39% — 1,840 $446K
Atlas Capital Advisors Inc. 0.06% No change 1,833 $444K
Bull Street Advisors, LLC 0.21% No change 1,827 $442K
Diamant Asset Management, Inc. 0.28% No change 1,825 $442K
Clarus Group, Inc. 0.16% Add +2.2% 1,825 $442K
AIFG Consultants Ltd. 0.72% Reduce -24.6% 1,824 $442K
Williams & Novak, LLC 0.43% No change 1,824 $442K
Fairhaven Wealth Management, LLC 0.14% No change 1,824 $442K
Jackson, Grant Investment Advisers, Inc. 0.17% No change 1,823 $441K
First Financial Bank - Trust Division 0.04% Reduce -0.8% 1,822 $441K
Alesco Advisors, LLC, An ESL Co 0.01% Add +11.1% 1,817 $440K
Navis Wealth Advisors, LLC 0.48% Add +2.7% 1,811 $438K
Second Line Capital, LLC 0.12% Reduce -16.1% 1,805 $437K
Wealth Management Partners, LLC 0.19% Add +9.0% 1,804 $437K
Invst, LLC 0.05% Reduce -1.7% 1,804 $437K
Arrow Financial Corp 0.04% Reduce -5.0% 1,802 $436K
Novem Group 0.06% — 1,801 $436K
Drive Wealth Management, LLC 0.11% New 1,789 $433K
Whalen Wealth Management Inc. 0.30% New 1,786 $432K
Courage Miller Partners, LLC 0.15% No change 1,775 $430K
Auxano Advisors, LLC 0.11% No change 1,770 $429K
Thornburg Investment Management Inc. 0.01% Reduce -66.8% 1,768 $428K
Lincoln Capital LLC 0.09% Reduce -29.1% 1,765 $427K
TCI Wealth Advisors, Inc. 0.04% Reduce -3.7% 1,764 $427K
Guardian Asset Advisors, LLC 0.27% No change 1,761 $426K
Fullcircle Wealth LLC 0.17% Reduce -1.3% 1,576 $426K
Crux Wealth Advisors 0.24% — 1,759 $426K
Alpha Omega Wealth Management LLC 0.08% No change 1,758 $426K
Runnymede Capital Advisors, Inc. 0.37% — 1,756 $425K
First National Bank Sioux Falls 0.18% Reduce -12.3% 1,755 $425K
Fortress Financial Group, LLC 0.42% — 1,754 $425K
RB Capital Management, LLC 0.10% No change 1,754 $425K
OneAscent Family Office, LLC 0.77% — 1,753 $424K
Ignite Planners, LLC 0.09% Add +29.3% 1,737 $423K
Arbor Investment Advisors, LLC 0.06% Add +24.7% 1,734 $420K
VSM Wealth Advisory, LLC 0.15% — 1,732 $419K
Edge Wealth Management LLC 0.08% No change 1,732 $419K
Sage Financial Group Inc. 0.03% Add +7.2% 1,730 $419K
Manhattan West Asset Management, LLC 0.11% No change 1,729 $419K
Brave Asset Management Inc. 0.13% No change 1,722 $417K
Barlow Wealth Partners, LLC 0.05% No change 1,674 $417K
Trilogy Capital Inc. 0.02% Reduce -3.6% 1,719 $416K
Primoris Wealth Advisors, LLC 0.32% Reduce -89.4% 1,713 $415K
Artemis Wealth Advisors, LLC 0.07% No change 1,706 $413K
JBR Co Financial Management Inc 0.25% No change 1,705 $413K
Aire Advisors, LLC 0.09% Reduce -1.6% 1,705 $413K
Foster Group, Inc. 0.02% Reduce -60.5% 1,704 $413K
Allegheny Financial Group 0.11% Reduce -11.9% 1,703 $412K
Root Financial Partners, LLC 0.05% New 1,703 $412K
New Republic Capital, LLC 0.27% Add +2.7% 1,701 $412K
Legacy Trust 0.10% Reduce -0.9% 1,701 $412K
German American Bancorp, Inc. 0.04% No change 1,697 $411K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -70.2% 1,696 $411K
ZWJ Investment Counsel Inc. 0.02% No change 1,695 $410K
Grantvest Financial Group LLC 0.46% — 1,691 $409K
Somerset Trust Co 0.15% No change 1,690 $409K
Buffington Mohr McNeal 0.07% No change 1,690 $409K
Cavalier Investments, LLC 0.14% Reduce -9.9% 1,687 $408K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.15% Reduce -4.0% 1,545 $408K
First National Bank of Hutchinson 0.25% New 1,685 $408K
Tritonpoint Wealth, LLC 0.04% No change 1,685 $408K
L.K. Benson & Company, P.C. 0.29% — 1,684 $408K
Logan Capital Management Inc. 0.02% No change 1,682 $407K
Bell Bank 0.03% New 1,681 $407K
Cypress Capital, LLC 0.12% Reduce -4.0% 1,680 $407K
Concorde Asset Management, LLC 0.21% No change 1,678 $406K
Quantum Portfolio Management LLC 0.22% No change 1,675 $406K
Alpha Wealth Funds, LLC 0.42% — 1,671 $405K
Madrona Financial Services, LLC 0.11% No change 1,665 $403K
Cypress Asset Management Inc. 0.10% Add +8.5% 1,665 $403K
Cornerstone Management, Inc. 0.08% Reduce -0.7% 1,654 $400K
Nicollet Investment Management, Inc. 0.14% No change 1,650 $400K
Clearview Wealth Advisors LLC 0.30% Reduce -2.5% 1,642 $398K
Freedom Financial Partners LLC 0.19% — 1,641 $397K
Goepper Burkhardt LLC 0.16% Add +9.7% 1,640 $397K
LexAurum Advisors, LLC 0.08% New 1,637 $396K
IVC Wealth Advisors LLC 0.22% Reduce -3.6% 1,631 $395K
Mosaic Family Wealth Partners, LLC 0.06% Add +3.7% 1,630 $395K
Legacy Capital Group California, Inc. 0.12% Add +5.7% 1,627 $394K
Main Line Retirement Advisors, LLC 0.26% No change 1,625 $393K
City National Bank of Florida 0.36% — 1,623 $393K
Spectrum Wealth Advisory Group, LLC 0.19% Add +0.5% 1,623 $393K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 1,612 $390K
Connable Office Inc. 0.04% No change 1,611 $390K
Eagle Harbor Asset Management Inc. 0.39% Add +1.3% 1,605 $389K
Fort Sheridan Advisors LLC 0.06% Add +51.6% 1,604 $388K
Bensler, LLC 0.05% Add +45.7% 1,603 $388K
Chicago Capital, LLC 0.01% Add +9.6% 1,603 $388K
Chelsea Counsel Co. 0.20% No change 1,600 $387K
Resurgent Financial Advisors LLC 0.23% Add +33.4% 1,599 $387K
Alpha Cubed Investments, LLC 0.02% Reduce -12.0% 1,592 $385K
Cornerstone Capital, Inc. 0.04% Reduce -18.9% 1,590 $385K
Rockingstone Advisors LLC 0.17% Add +15.7% 1,588 $385K
Clark Asset Management, LLC 0.07% Reduce -7.1% 1,588 $385K
Interactive Financial Advisors, Inc. 0.20% Add +1.3% 1,586 $384K
MBE Wealth Management, LLC 0.22% Reduce -3.6% 1,582 $383K
Dagco, Inc. 0.13% No change 1,580 $383K
MeadowBrook Investment Advisors LLC 0.34% No change 1,578 $382K
Biltmore Family Office, LLC 0.06% No change 1,577 $382K
Centerpoint Advisors, LLC 0.13% Reduce -0.8% 1,575 $381K
Total Investment Management Inc. 0.05% Reduce -99.4% 1,573 $381K
Keynote Financial Services LLC 0.29% Add +2.1% 1,571 $380K
Aquire Wealth Advisors, LLC 0.12% Add +4.7% 1,571 $380K
Essex Bank 0.09% No change 1,571 $380K
Financial Gravity Companies, Inc. 0.09% Reduce -3.9% 1,569 $380K
Northside Capital Management, LLC 0.10% Add +1.3% 1,568 $380K
Kiker Wealth Management, LLC 0.31% — 1,565 $379K
Paladin Advisory Group, LLC 0.29% No change 1,565 $379K
First Heartland Consultants, Inc. 0.04% Add +26.3% 1,563 $378K
Curio Wealth, LLC 0.20% — 1,561 $378K
TPG Advisors LLC 0.29% No change 1,558 $377K
OLIO Financial Planning 0.13% No change 1,553 $376K
Human Investing LLC 0.07% No change 1,550 $375K
M1 Capital Management LLC 0.20% — 1,550 $375K
Resonant Capital Advisors, LLC 0.03% Reduce -6.1% 1,549 $375K
Cypress Wealth Services, LLC 0.07% Reduce -3.6% 1,542 $373K
Liberty Wealth Management LLC 0.06% No change 1,537 $372K
Avaii Wealth Management, LLC 0.18% Reduce -1.2% 1,536 $372K
Kaizen Financial Strategies 0.21% Add +1.5% 1,534 $371K
L & S Advisors Inc 0.05% No change 1,534 $371K
Garde Capital, Inc. 0.02% No change 1,528 $370K
Durante & Waters, LLC 0.30% Add +1.9% 1,525 $369K
Kieckhefer Group LLC 0.22% — 1,525 $369K
AlphaMark Advisors, LLC 0.16% Reduce -0.3% 1,526 $369K
Smartleaf Asset Management LLC 0.04% Add +2.8% 1,533 $369K
Stablepoint Partners, LLC 0.07% No change 1,520 $368K
Bigelow Investment Advisors, LLC 0.17% Reduce -2.9% 1,519 $368K
Gateway Wealth Partners, LLC 0.10% Reduce -12.9% 1,516 $367K
Blue Zone Wealth Advisors, LLC 0.11% No change 1,515 $367K
Panoramic Investment Advisors, LLC 0.24% Add +7.5% 1,510 $366K
Dorsey & Whitney Trust CO LLC 0.02% Add +17.7% 1,505 $364K
Clear Point Advisors Inc. 0.31% No change 1,504 $364K
Bluesphere Advisors LLC 0.18% Add +9.0% 1,502 $364K
Barrett & Company, Inc. 0.15% No change 1,501 $363K
Hara Capital LLC 0.23% No change 1,500 $363K
Catalyst Private Wealth, LLC 0.16% No change 1,500 $363K
DF Dent & Co. Inc. 0.00% No change 1,500 $363K
Elite Financial, Inc. 0.20% — 1,500 $363K
Hapanowicz & Associates Financial Services, Inc 0.18% Add +13.8% 1,496 $362K
KPP Advisory Services LLC 0.08% Reduce -3.8% 1,487 $360K
HTLF Bank 0.04% Add +4.3% 1,487 $360K
Horrell Capital Management, Inc. 0.11% Reduce -25.2% 1,485 $360K
Vanguard Capital Wealth Advisors 0.39% Reduce -64.5% 1,484 $359K
Mather Group, Llc. 0.00% Reduce -29.4% 1,481 $359K
Anchor Investment Management, LLC 0.03% Reduce -5.1% 1,476 $357K
Crestmont Private Wealth LLC 0.16% Reduce -2.7% 1,475 $357K
Obsidian Cio, LLC 0.07% Add +10.7% 1,475 $357K
NFSG Corp 0.09% Reduce -6.8% 1,471 $356K
Key Client Fiduciary Advisors, LLC 0.16% No change 1,470 $356K
Allred Capital Management, LLC 0.14% No change 1,469 $356K
GPS Wealth Strategies Group, LLC 0.05% Reduce -0.1% 1,469 $356K
Courier Capital LLC 0.02% Add +10.7% 1,465 $355K
Vicus Capital 0.03% Add +31.4% 1,464 $354K
Integrity Wealth Advisors, Inc. 0.26% — 1,463 $354K
Cordgrass Capital Advisors, LLC 0.10% No change 1,461 $354K
Mengis Capital Management, Inc. 0.07% No change 1,459 $353K
Hendershot Investments Inc. 0.05% No change 1,455 $352K
Sigma Investment Counselors Inc. 0.02% No change 1,451 $351K
Magnolia Private Wealth, LLC 0.31% — 1,450 $351K
Stuart Chaussee & Associates, Inc. 0.09% New 1,450 $351K
Medallion Wealth Advisors, LLC 0.17% — 1,386 $350K
Cornerstone National Bank & Trust Co 0.16% Add +11.6% 1,445 $350K
Angeles Wealth Management, LLC 0.03% No change 1,440 $349K
King Wealth Management Group 0.05% Add +39.2% 1,437 $348K
Successful Portfolios LLC 0.23% No change 1,437 $348K
Cedar Wealth Management, LLC 0.13% Reduce -30.1% 1,437 $348K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -28.9% 1,436 $348K
Mathes Company, Inc. 0.13% No change 1,435 $347K
Gibbs Wealth Management 0.09% New 1,430 $346K
Union Savings Bank 0.17% No change 1,430 $346K
CFO4Life Group, LLC 0.06% Reduce -5.7% 1,427 $346K
Mittelman Wealth Management 0.32% Reduce -3.0% 1,424 $345K
Adamsbrown Wealth Consultants LLC 0.12% Reduce -8.5% 1,424 $345K
Cathy Pareto & Associates, Inc. 0.32% — 1,422 $344K
Sandbox Financial Partners, LLC 0.11% Reduce -16.6% 1,421 $344K
Sound Financial Strategies Group, LLC 0.29% No change 1,420 $344K
Burling Wealth Partners, LLC 0.07% — 1,420 $344K
Ameritas Investment Partners, Inc. 0.01% Add +4.8% 1,420 $344K
Shariaportfolio, Inc. 0.16% Reduce -34.8% 1,416 $343K
Linscomb Wealth, Inc. 0.02% Add +6.1% 1,413 $342K
Overbrook Management Corp 0.07% No change 1,411 $342K
Kelly Financial Services LLC 0.12% Reduce -34.3% 1,411 $342K
Comprehensive Money Management Services LLC 0.28% — 1,409 $341K
Atalanta Sosnoff Capital, LLC 0.01% Add +27.7% 1,406 $340K
Blackston Financial Advisory Group, LLC 0.17% Add +61.3% 1,405 $340K
Stewardship Advisors, LLC 0.09% Reduce -0.8% 1,405 $340K
Marks Group Wealth Management, Inc 0.03% Add +11.7% 1,404 $340K
Ardent Capital Management, Inc. 0.15% Add +40.0% 1,400 $339K
Oliver Lagore Vanvalin Investment Group 0.09% Add +13.4% 1,400 $339K
Cullinan Associates Inc. 0.02% No change 1,400 $339K
Willow Creek Wealth Management Inc. 0.03% New 1,399 $339K
Sagespring Wealth Partners, LLC 0.01% — 1,398 $339K
Thomas J. Herzfeld Advisors, Inc. 0.11% No change 1,398 $338K
Mach-1 Financial Group, LLC 0.61% Reduce -23.2% 1,397 $338K
Stelac Advisory Services LLC 0.13% Add +16.0% 1,401 $338K
Ergawealth Advisors, Inc. 0.17% New 1,395 $338K
Cornerstone Advisors Asset Management, LLC 0.07% No change 1,390 $337K
Fearless Solutions, LLC dba Best Invest 0.26% — 1,384 $335K
Copperleaf Capital, LLC 0.21% No change 1,384 $335K
Iams Wealth Management, LLC 0.15% Add +16.5% 1,384 $335K
Alexander Labrunerie & Co., Inc. 0.15% Add +10.8% 1,382 $335K
Saxon Interests, Inc. 0.15% Add +9.2% 1,381 $334K
Steel Grove Capital Advisors, LLC 0.05% Reduce -40.4% 1,380 $334K
Indiana Trust & Investment Management Co 0.11% Add +22.2% 1,378 $334K
Integrity Financial Corp 0.19% Add +18.2% 1,377 $333K
Aventura Private Wealth, LLC 0.18% — 1,376 $333K
Eldridge Investment Advisors, Inc. 0.08% No change 1,376 $333K
TFG Advisers LLC 0.12% Add +2.1% 1,373 $333K
Cypress Capital Management LLC (WY) 0.38% Reduce -92.9% 1,371 $332K
Westmount Partners, LLC 0.10% Add +64.8% 1,371 $332K
Occidental Asset Management, LLC 0.05% Add +17.7% 1,371 $332K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +38.4% 1,370 $332K
Patton Albertson Miller Group, LLC 0.04% No change 1,366 $331K
Wolf Group Capital Advisors 0.16% No change 1,842 $328K
RAM Investment Partners, LLC 0.08% Add +35.6% 1,356 $328K
Sterneck Capital Management, LLC 0.18% No change 1,350 $327K
Bray Capital Advisors 0.09% Reduce -86.2% 1,350 $327K
Adirondack Trust Co. 0.12% Add +3.3% 1,349 $327K
St Germain D J Co. Inc. 0.01% Add +177.3% 1,345 $326K
LongView Asset Management LLC 0.28% — 1,345 $326K
Darwin Wealth Management, LLC 0.11% Reduce -52.5% 1,342 $325K
Fortitude Advisory Group L.L.C. 0.20% Reduce -5.8% 1,339 $324K
Sageworth Trust Co of South Dakota 0.41% No change 1,335 $323K
Knuff & Co LLC 0.10% Add +33.5% 1,335 $323K
one8zero8, LLC 0.07% — 1,335 $323K
Plante Moran Financial Advisors, LLC 0.03% Reduce -13.0% 1,334 $323K
Hexagon Capital Partners LLC 0.06% Reduce -23.1% 1,332 $323K
Family Office Research LLC 0.14% — 1,329 $322K
Canandaigua National Trust Co of Florida 0.25% Reduce -31.7% 1,323 $320K
Cypress Capital Group 0.04% Reduce -49.4% 1,320 $320K
Penobscot Wealth Management 0.15% Reduce -4.2% 1,319 $319K
Financial Management Professionals, Inc. 0.04% Add +0.8% 1,316 $319K
Wescott Financial Advisory Group, LLC 0.03% No change 1,309 $317K
Wellment Financial 0.40% — 1,308 $317K
Stratos Investment Management, LLC 0.02% Add +47.8% 1,305 $316K
Harvey Capital Management Inc. 0.07% Add +23.8% 1,300 $315K
Asset Advisors Investment Management, LLC 0.03% No change 1,300 $315K
Washington Trust Advisors, Inc. 0.03% Add +213.0% 1,299 $315K
Nicolet Bankshares Inc. 0.06% No change 1,298 $314K
Glassman Wealth Services 0.05% No change 1,297 $314K
Opus Capital Group, LLC 0.04% No change 1,298 $314K
Ballast, Inc. 0.09% No change 1,295 $314K
Lazari Capital Management, Inc. 0.12% Add +7.6% 1,293 $313K
CX Institutional 0.01% New 1,290 $312K
Transcendent Capital Group LLC 0.16% Reduce -7.0% 1,289 $312K
Sandy Cove Advisors, LLC 0.12% No change 1,288 $312K
ETF Store, Inc. 0.39% No change 1,287 $312K
Bard Associates Inc. 0.11% Reduce -14.3% 1,286 $311K
Strait & Sound Wealth Management LLC 0.14% Add +9.5% 1,286 $311K
Tiaa Trust, National Association 0.00% Reduce -44.1% 1,286 $311K
Accelerate Investment Advisors LLC 0.27% Reduce -2.9% 1,285 $311K
Capital Market Strategies LLC 0.18% Reduce -1.2% 1,277 $309K
L.M. Kohn & Company 0.08% Add +14.4% 1,276 $309K
Sunbeam Capital Management, LLC 0.29% — 1,274 $308K
Dynamic Wealth Strategies, LLC 0.27% No change 1,273 $308K
Jessup Wealth Management, Inc 0.13% Reduce -7.3% 1,273 $308K
Goodman Financial Corp 0.07% Reduce -2.3% 1,270 $308K
Symmetry Partners, LLC 0.04% New 1,270 $308K
Traynor Capital Management, Inc. 0.02% Reduce -16.8% 1,269 $307K
Beckerman Institutional, LLC 0.25% No change 1,268 $307K
Ade, LLC 0.19% No change 1,265 $306K
One Day In July LLC 0.03% Add +31.8% 1,265 $306K
Ranch Capital Advisors Inc. 0.14% Reduce -21.7% 1,263 $306K
StrongBox Wealth, LLC 0.13% No change 1,261 $305K
Howard Bailey Securities, LLC 0.11% Add +10.2% 1,259 $305K
Joseph P. Lucia & Associates, LLC 0.14% Add +10.6% 1,257 $304K
Venturi Wealth Management, LLC 0.01% Add +17.4% 1,256 $304K
Winthrop Capital Management, LLC 0.08% Add +422.0% 1,258 $303K
Stuart Investment Advisors, Inc. 0.16% No change 1,248 $302K
GEM Asset Management, LLC 0.17% Reduce -3.7% 1,247 $302K
Shepherd Kaplan Krochuk, LLC 0.25% Add +25.5% 1,245 $301K
Hoge Financial Services, LLC 0.22% Add +2.8% 1,245 $301K
LYNX Capital Group Ltd. 0.17% No change 1,242 $301K
Independent Solutions Wealth Management, LLC 0.07% Reduce -0.5% 1,242 $301K
Graypoint LLC 0.02% No change 1,239 $300K
Zhang Financial LLC 0.02% Add +0.8% 1,234 $299K
Legacy Financial Group LLC 0.05% New 1,232 $298K
Uptick Partners, LLC 0.11% New 1,229 $298K
Glen Eagle Advisors, LLC 0.05% Reduce -1.0% 1,227 $297K
Creekmur Asset Management LLC 0.07% Add +24.3% 1,226 $297K
Birch Hill Investment Advisors LLC 0.01% No change 1,225 $297K
MPWM Advisory Solutions, LLC 0.22% — 1,222 $296K
MN Wealth Advisors, LLC 0.17% Add +21.4% 1,221 $296K
Slagle Financial, LLC 0.13% Reduce -2.1% 1,221 $296K
Team Hewins, LLC 0.12% Reduce -31.8% 1,220 $295K
Crew Capital Management, Ltd 0.24% Add +19.7% 1,215 $294K
Benchmark Financial Wealth Advisors, LLC 0.09% Reduce -3.2% 1,214 $294K
First National Bank of Mount Dora, Trust Investment Services 0.07% No change 1,210 $293K
Webster Bank, N. A. 0.03% No change 1,210 $293K
Sabal Trust CO 0.02% Add +9.0% 1,210 $293K
Cornerstone Advisory, LLC 0.03% New 1,100 $293K
Cornell Pochily Investment Advisors, Inc. 0.10% Reduce -2.8% 1,207 $292K
T. Rowe Price Associates Inc. 0.00% Add +33.3% 1,200 $291K
Buckhead Capital Management LLC 0.09% No change 1,198 $290K
Lantz Financial LLC 0.08% Add +9.5% 1,198 $290K
First Merchants Corp. 0.01% New 1,197 $290K
Belfer Management LLC 4.61% No change 1,191 $289K
Peninsula Asset Management Inc. 0.15% No change 1,193 $289K
WBH Advisory Inc. 0.03% Reduce -10.3% 1,193 $289K
Ironwood Financial, llc 0.06% Add +8.5% 1,191 $288K
Global Wealth Management, LLC 0.18% No change 1,190 $288K
IMA Advisory Services, Inc. 0.03% Add +105.9% 1,186 $287K
Sax Wealth Advisors, LLC 0.02% No change 1,186 $287K
First Hawaiian Bank 0.01% Reduce -9.3% 1,186 $287K
Provident Investment Management, Inc. 0.03% Reduce -6.0% 1,185 $287K
United Capital Management of KS, Inc. 0.05% Reduce -64.2% 1,170 $283K
HighPoint Advisor Group LLC 0.02% New 1,059 $283K
Caxton Corp. 1.70% New 1,169 $283K
Bison Wealth, LLC 0.03% — 1,166 $282K
Main Management LLC 0.02% Reduce -23.1% 1,166 $282K
Criterion Capital Advisors, LLC 0.18% No change 1,310 $282K
KFA Private Wealth Group, LLC 0.12% New 1,162 $281K
Valtinson Bruner Financial Planning LLC 0.10% Add +12.2% 1,162 $281K
High Falls Advisors, Inc 0.07% Add +13.6% 1,160 $281K
Kellett Wealth Advisors, LLC 0.19% Add +3.6% 1,160 $281K
Highlander Partners, L.P. 0.16% No change 1,160 $281K
Worth Financial Advisory Group, LLC 0.17% Reduce -22.3% 1,159 $281K
Garrett Wealth Advisory Group, LLC 0.06% Reduce -61.9% 1,158 $280K
Paragon Capital Management Ltd 0.06% No change 1,155 $280K
Satovsky Asset Management LLC 0.06% Add +2.7% 1,154 $279K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -2.2% 1,118 $279K
Fifth Third Wealth Advisors LLC 0.02% New 1,150 $278K
Darden Wealth Group Inc 0.19% No change 1,149 $278K
Unified Investment Management 0.32% — 1,148 $278K
Wealth Alliance Advisory Group, LLC 0.06% Add +28.8% 1,144 $277K
Bragg Financial Advisors, Inc 0.01% Reduce -3.7% 1,143 $277K
Cantor Fitzgerald, L. P. 0.01% Reduce -89.6% 1,140 $276K
Novak & Powell Financial Services, Inc. 0.16% Reduce -1.0% 1,139 $276K
Diker Management LLC 0.24% No change 1,137 $275K
Vance Wealth, LLC 0.11% Reduce -20.6% 1,137 $275K
Centurion Wealth Management LLC 0.09% Add +1.3% 1,136 $275K
Middleton & Co. Inc. 0.03% Reduce -8.1% 1,135 $275K
Bruce G. Allen Investments, LLC 0.22% Reduce -9.9% 1,124 $272K
Strengthening Families & Communities, LLC 0.15% Reduce -21.9% 1,125 $272K
Eagle Wealth Strategies LLC 0.20% No change 1,123 $272K
Ellenbecker Investment Group 0.05% Add +29.3% 1,121 $271K
Maripau Wealth Management LLC 0.16% New 1,120 $271K
Talon Private Wealth, LLC 0.06% Reduce -34.5% 1,119 $271K
Capital Management Associates, Inc 0.10% Reduce -47.1% 1,117 $270K
Central Asset Investments & Management Holdings (HK) Ltd 0.18% New 1,116 $270K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Add +0.1% 1,115 $270K
Sandy Spring Bank 0.01% Add +9.8% 1,113 $269K
Vista Investment Partners Ii, LLC 0.16% — 1,112 $269K
Asset Dedication, LLC 0.02% Reduce -23.8% 1,109 $269K
Apex Wealth Management, LLC 0.23% — 1,108 $268K
North Berkeley Wealth Management, LLC 0.27% — 1,106 $268K
KDT Advisors, LLC 0.39% — 1,100 $266K
PCA Investment Advisory Services Inc. 0.12% Reduce -0.1% 1,100 $266K
Nikulski Financial, Inc. 0.08% Reduce -19.9% 1,100 $266K
Searle & Co. 0.08% Add +10.0% 1,100 $266K
Burford Brothers, Inc. 0.13% Add +12.8% 1,099 $266K
Wealthquest Corp 0.02% No change 1,099 $266K
Sonata Capital Group Inc. 0.11% No change 1,100 $266K
Core Wealth Partners LLC 0.15% Add +1.9% 1,098 $266K
Westhampton Capital, LLC 0.14% Add +15.8% 1,098 $266K
Aegis Financial Corp. 0.23% No change 1,097 $266K
Lake Street Private Wealth, LLC 0.04% Add +120.3% 1,097 $266K
Merkkuri Wealth Advisors LLC 0.21% Reduce -14.1% 1,095 $265K
CGN Advisors LLC 0.03% New 1,092 $264K
Tompkins Financial Corp. 0.02% Add +9.1% 1,091 $264K
Dahring | Cusmano LLC 0.24% — 1,089 $264K
Burney Co./ 0.01% Add +9.2% 1,088 $263K
Lester Murray Antman dba SimplyRich 0.08% No change 1,089 $263K
Apexium Financial, LP 0.02% New 1,085 $263K
Broadway Wealth Solutions, Inc. 0.20% — 1,083 $262K
Compton Wealth Advisory Group, LLC 0.07% Reduce -23.3% 1,081 $262K
Viewpoint Capital Management LLC 0.14% Add +0.9% 1,075 $260K
Whitener Capital Management, Inc. 0.07% New 1,075 $260K
Wealth Advisors of Iowa, LLC 0.13% Add +3.9% 1,070 $259K
BTS Asset Management, Inc. 0.26% Reduce -22.5% 1,067 $258K
VanderPol Investments L.L.C. 0.56% New 1,065 $258K
Northstar Group, Inc. 0.04% No change 1,064 $258K
Fielder Capital Group LLC 0.08% No change 1,060 $257K
Bernardo Wealth Planning LLC 0.06% No change 1,027 $255K
Colonial River Investments, LLC 0.12% Reduce -25.0% 1,051 $254K
Elser Financial Planning, Inc 0.02% New 1,051 $254K
Ridgecrest Wealth Partners, LLC 0.14% New 1,050 $254K
DORCHESTER WEALTH MANAGEMENT Co 0.05% No change 1,050 $254K
LaFleur & Godfrey LLC 0.03% No change 1,050 $254K
Clarius Group, LLC 0.02% No change 1,050 $254K
CGC Financial Services, LLC 0.10% No change 1,047 $254K
Walker Asset Management, LLC 0.16% Add +10.6% 1,045 $253K
Norris Perne & French LLP 0.02% Add +8.8% 1,045 $253K
Pathway Financial Advisers, LLC 0.08% No change 1,045 $253K
Sanchez Wealth Management Group 0.07% New 1,043 $253K
Key Financial Inc 0.06% No change 1,038 $251K
Spectrum Asset Management, Inc. (NB/CA) 0.11% Reduce -5.2% 1,027 $249K
Compass Wealth Management LLC 0.06% Add +4.6% 1,016 $246K
Keystone Wealth Services, LLC 0.07% Add +10.7% 1,015 $246K
Farrell Financial LLC 0.18% Reduce -6.0% 1,012 $245K
Shepherd Financial Partners LLC 0.03% New 1,011 $245K
Aspen Wealth Management LLC 0.07% No change 1,011 $245K
Custos Family Office, LLC 0.09% Reduce -11.7% 1,009 $244K
CCG Wealth Management, LLC 0.14% Reduce -71.0% 1,008 $244K
Carmel Capital Management L.L.C. 0.09% No change 1,005 $243K
PBMares Wealth Management LLC 0.05% No change 1,004 $243K
Rothschild Wealth LLC 0.07% New 1,003 $243K
Gilman Hill Asset Management, LLC 0.04% No change 1,002 $243K
SCP Investment, LP 0.19% New 1,001 $242K
FourThought Financial Partners, LLC 0.03% No change 1,001 $242K
MFA Wealth Services 0.19% — 1,000 $242K
Merrion Investment Management Co, LLC 0.17% No change 1,000 $242K
Marshall & Sullivan Inc. 0.12% No change 1,000 $242K
GKV Capital Management Co., Inc. 0.10% — 1,000 $242K
Old West Investment Management, LLC 0.10% No change 1,000 $242K
Global Trust Asset Management, LLC 0.09% No change 1,000 $242K
Ironsides Asset Advisors, LLC 0.07% No change 1,000 $242K
Jackson Square Capital, LLC 0.06% No change 1,000 $242K
Bordeaux Wealth Advisors LLC 0.04% No change 1,000 $242K
Private Capital Advisors, Inc. 0.03% New 1,000 $242K
Full Sail Capital, LLC 0.02% No change 1,000 $242K
Elevatus Welath Management 0.08% New 999 $242K
Rockwood Wealth Management, LLC 0.03% Reduce -12.6% 1,005 $242K
Montz Harcus Wealth Management LLC 0.14% Add +1.6% 998 $242K
Smith Thornton Advisors LLC 0.15% Add +0.7% 997 $241K
Principia Wealth Advisory, LLC 0.23% — 993 $240K
Bremer Bank National Association 0.05% Reduce -36.5% 993 $240K
Carlson Capital Management 0.01% Add +0.3% 993 $240K
Sculati Wealth Management, LLC 0.10% No change 991 $240K
Maltin Wealth Management, Inc. 0.12% No change 990 $240K
Tanager Wealth Management LLP 0.03% Add +19.8% 987 $239K
Wellington Wealth Strategies, LLC. 0.22% Reduce -11.4% 884 $239K
First Financial Corp. 0.11% No change 986 $239K
Gradient Investments LLC 0.00% Reduce -21.3% 986 $239K
TrueWealth Advisors, LLC 0.08% Reduce -0.3% 985 $238K
JNBA Financial Advisors 0.02% No change 980 $237K
Bond & Devick Financial Network, Inc. 0.10% No change 976 $237K
Kades & Cheifetz LLC 0.12% No change 976 $236K
Collaborative Wealth Managment Inc. 0.11% Add +1.0% 976 $236K
Cushing Capital Partners, LLC 0.23% — 975 $236K
Woodard & Co. Asset Management Group Inc. 0.05% Reduce -98.6% 974 $236K
Ridgewood Investments LLC 0.11% Add +16.6% 974 $236K
AG Asset Advisory, LLC 0.23% — 973 $236K
Patriot Investment Management Group, Inc. 0.02% Add +2.6% 972 $235K
Eq Wealth Advisors, LLC 0.23% — 972 $235K
TFR Capital, LLC. 0.12% — 969 $235K
SilverOak Wealth Management LLC 0.05% No change 969 $235K
Simmons Bank 0.02% New 967 $234K
Matrix Asset Advisors Inc. 0.03% Reduce -75.6% 966 $234K
Financial Enhancement Group LLC 0.04% New 950 $233K
Ascentis Independent Advisors 0.04% Add +6.1% 962 $233K
Graves Light Lenhart Wealth, Inc. 0.03% No change 962 $233K
Shorepoint Capital Partners LLC 0.05% Reduce -17.3% 959 $232K
Absolute Capital Management, LLC 0.13% Reduce -46.4% 963 $232K
Southern Capital Advisors, LLC 0.13% Add +0.1% 957 $232K
First Western Trust Bank 0.01% Reduce -4.2% 957 $232K
SJS Investment Consulting Inc. 0.04% Add +7.2% 954 $231K
F/m Investments LLC 0.01% No change 953 $231K
Lantern Wealth Advisors, LLC 0.15% No change 950 $230K
David J Yvars Group 0.14% New 950 $230K
Peak Asset Management, LLC 0.04% No change 950 $230K
City State Bank 0.08% Add +1.1% 946 $229K
Peak Financial Management, Inc. 0.07% No change 942 $228K
Focused Wealth Management, Inc 0.03% No change 941 $228K
Sloy Dahl & Holst, LLC 0.03% No change 940 $228K
Sandhill Capital Partners LLC 0.02% Reduce -12.6% 939 $227K
FSA Wealth Management LLC 0.09% No change 938 $227K
McDaniel Terry & Co. 0.02% Reduce -2.6% 939 $227K
Gallacher Capital Management LLC 0.11% Reduce -12.4% 935 $226K
West Bancorporation Inc. 0.15% New 934 $226K
Holderness Investments Co. 0.05% No change 933 $226K
Paragon Capital Management Inc. 0.18% No change 931 $225K
Advyzon Investment Management, LLC 0.09% — 931 $225K
Souders Financial Advisors 0.03% No change 931 $225K
Financial Security Advisor, Inc. 0.06% No change 930 $225K
Empire Financial Management Company, LLC 0.07% Add +2.7% 923 $223K
Partners Wealth Management, LLC 0.25% — 922 $223K
Alterna Wealth Management, Inc. 0.19% New 921 $223K
Boston Standard Wealth Management, LLC 0.04% No change 920 $223K
Symphony Financial Services, Inc. 0.18% No change 919 $223K
GK Wealth Management LLC 0.28% — 918 $222K
Marshall Investment Management, LLC 0.13% — 914 $222K
Ameliora Wealth Management Ltd. 0.08% Add +5.3% 917 $222K
True North Advisors, LLC 0.05% New 917 $222K
Picton Mahoney Asset Management 0.01% No change 920 $222K
Seeds Investor LLC 0.06% New 916 $222K
Marcum Wealth, LLC 0.02% New 915 $222K
Villere St Denis J & Co. LLC 0.02% No change 914 $221K
Liberty Square Wealth Partners LLC 0.08% — 830 $221K
Tranquilli Financial Advisor LLC 0.14% New 912 $221K
American State Bank (Iowa) 0.13% No change 910 $220K
Financial Freedom, LLC 0.12% No change 909 $220K
Tradewinds Capital Management, LLC 0.06% Add +3.5% 907 $220K
Objective Capital Management, LLC 0.15% No change 906 $219K
Sachetta, LLC 0.09% No change 904 $219K
Paragon Advisors, LLC 0.08% No change 904 $219K
WealthPlan Investment Management, LLC 0.02% Reduce -20.6% 903 $219K
IAG Wealth Partners, LLC 0.04% Reduce -3.6% 902 $218K
CapWealth Advisors, LLC 0.02% Reduce -7.7% 902 $218K
Cascades Capital Asset Management, LLC 0.12% New 900 $218K
Capital Analysts, LLC 0.01% Reduce -2.1% 893 $217K
Snider Financial Group 0.07% Add +7.8% 896 $217K
Pps&v Asset Management Consultants, Inc. 0.15% No change 895 $217K
TCP Asset Management, LLC 0.05% No change 894 $216K
Horst & Graben Wealth Management LLC 0.04% Reduce -0.6% 893 $216K
Gen-Wealth Partners Inc 0.09% Reduce -4.3% 892 $216K
Pinion Investment Advisors, LLC 0.09% Reduce -0.1% 891 $216K
Patrick M Sweeney & Associates, Inc. 0.16% No change 890 $215K
Gainplan LLC 0.08% New 885 $214K
KKM Financial LLC 0.09% No change 884 $214K
Peninsula Wealth, LLC 0.04% No change 884 $214K
Palisade Capital Management, LP 0.01% New 884 $214K
Riggs Capital Management LLC 0.21% — 877 $212K
Vestor Capital, LLC 0.02% No change 875 $212K
Putney Financial Group LLC 0.19% — 875 $212K
WJ Interests, LLC 0.10% No change 875 $212K
A&I Financial Services, LLC 0.21% — 873 $211K
Black Point Wealth Management 0.24% Reduce -11.3% 872 $211K
Impact Investors, Inc 0.16% — 870 $211K
Avestar Capital, LLC 0.02% No change 868 $210K
Delta Asset Management LLC 0.02% No change 865 $209K
Second Half Financial Partners, LLC 0.10% Reduce -15.5% 863 $209K
Figure 8 Investment Strategies LLC 0.20% — 861 $208K
Strategic Advocates LLC 0.07% Add +0.8% 859 $208K
Lane & Associates LLC 0.11% New 804 $208K
Clifford Group, LLC 0.16% New 857 $208K
Allen Wealth Management, LLC 0.15% New 857 $208K
Planning Center, Inc. 0.03% No change 857 $208K
Consultiva Wealth Management, Corp. 1.03% New 850 $206K
Hanover Advisors Inc. 0.09% No change 849 $206K
MRWM Advisors, LLC 0.16% — 847 $205K
EFG Asset Management (Americas) Corp. 0.04% No change 845 $205K
Lewis Asset Management, LLC 0.16% No change 843 $204K
Ellis Investment Partners, LLC 0.04% New 840 $203K
Entrewealth, LLC 0.19% — 828 $203K
McCarter Private Wealth Services LLC 0.13% Reduce -19.3% 839 $203K
Strategic Investment Advisors / MI 0.02% Add +0.5% 835 $202K
Schwallier Wealth Management LLC 0.15% Reduce -6.4% 833 $202K
Rakuten Securities, Inc. 0.08% Reduce -54.3% 833 $202K
Acorn Financial Advisory Services Inc. 0.03% New 833 $202K
Claris Financial LLC 0.13% — 832 $201K
Signet Financial Management, LLC 0.03% Reduce -9.4% 831 $201K
BCS Wealth Management 0.05% Reduce -3.1% 832 $201K
Cadinha & Co. LLC 0.03% Add +0.6% 830 $201K
DKM Wealth Management, Inc. 0.19% — 828 $200K
Bay Capital Advisors, LLC 0.16% — 827 $200K
CAP Partners, LLC 0.14% New 827 $200K
Clean Yield Group 0.06% Reduce -5.7% 826 $200K
1620 Investment Advisors, Inc. 0.15% New 818 $198K
Orion Capital Management LLC 0.09% New 800 $194K
Financial Perspectives, Inc 0.06% No change 798 $193K
POM Investment Strategies, LLC 0.15% Reduce -35.7% 797 $193K
Studio Investment Management LLC 0.04% No change 790 $191K
Beacon Capital Management, LLC 0.02% Reduce -77.5% 784 $190K
Intelligent Financial Strategies 0.10% No change 775 $188K
Bare Financial Services, Inc 0.07% Add +2.7% 761 $184K
Evermay Wealth Management LLC 0.03% Add +15.2% 759 $184K
Vermillion Wealth Management, Inc. 0.09% — 740 $179K
Icon Wealth Advisors, LLC 0.01% Add +22.7% 714 $173K
GoalVest Advisory LLC 0.05% No change 711 $172K
Atlantic Edge Private Wealth Management, LLC 0.05% No change 705 $171K
Salomon & Ludwin, LLC 0.02% Reduce -79.5% 677 $164K
Synergy Investment Management, LLC 0.07% — 672 $163K
Foster Dykema Cabot & Partners, LLC 0.01% Reduce -13.3% 655 $159K
Center for Financial Planning, Inc. 0.02% New 652 $158K
Salem Investment Counselors Inc. 0.01% Add +18.1% 652 $158K
PFS Partners, LLC 0.09% Add +3.2% 651 $158K
Lagoda Investment Management, L.P. 0.09% No change 650 $157K
Private Wealth Management Group, LLC 0.06% New 642 $155K
Kestra Investment Management, LLC 0.01% New 638 $154K
Parkside Financial Bank & Trust 0.02% Add +232.1% 631 $153K
Clearstead Trust, LLC 0.03% No change 627 $152K
Pineridge Advisors LLC 0.06% No change 618 $150K
Spectrum Wealth Counsel, LLC 0.02% No change 615 $149K
General Partner, Inc. 0.09% No change 600 $145K
GHP Investment Advisors, Inc. 0.01% Reduce -27.4% 600 $145K
Pacifica Partners Inc. 0.06% No change 589 $145K
Aviso Financial Inc. 0.01% Reduce -4.0% 596 $144K
Slocum, Gordon & Co LLP 0.11% Add +1.2% 573 $139K
McIlrath & Eck, LLC 0.02% Reduce -14.5% 571 $138K
BankPlus Trust Department 0.05% — 570 $138K
Elevation Wealth Partners, LLC 0.06% Add +21.6% 563 $136K
Sterling Capital Management LLC 0.00% No change 560 $136K
Peoples Bank 0.09% Reduce -45.5% 558 $135K
Wolff Wiese Magana LLC 0.09% Reduce -17.0% 551 $133K
Concord Wealth Partners 0.02% Reduce -20.4% 547 $133K
Banque de Luxembourg S.A. 0.07% — 545 $132K
Piscataqua Savings Bank 0.11% No change 544 $132K
Birch Capital Management, LLC 0.07% New 535 $130K
Abound Wealth Management 0.04% Add +5.5% 533 $129K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +102.7% 533 $129K
Old Second National Bank of Aurora 0.03% No change 530 $128K
Lummis Asset Management, LP 0.16% Reduce -0.8% 521 $126K
Operose Advisors LLC 0.04% Reduce -57.5% 520 $126K
Elgethun Capital Management 0.03% Reduce -22.6% 515 $125K
Burkett Financial Services, LLC 0.05% No change 512 $124K
Richard W. Paul & Associates, LLC 0.04% Reduce -2.1% 505 $122K
Resources Management Corp. /CT/ 0.02% No change 505 $122K
Morton Brown Family Wealth, LLC 0.04% Add +76.5% 503 $122K
Peoples Financial Services Corp. 0.06% No change 500 $121K
Bangor Savings Bank 0.01% Reduce -1.0% 500 $121K
Investors Research Corp 0.03% Add +529.5% 491 $119K
MidAtlantic Capital Management, Inc. 0.09% Reduce -0.2% 483 $117K
Cape Investment Advisory, Inc. 0.05% Add +0.4% 483 $117K
Millstone Evans Group, LLC 0.08% — 470 $114K
Field & Main Bank 0.04% Add +5.6% 470 $114K
PSI Advisors, LLC 0.03% Add +48.1% 465 $113K
MilWealth Group LLC 0.03% No change 456 $110K
Wintrust Investments LLC 0.10% Reduce -39.1% 450 $109K
Wood Tarver Financial Group, LLC 0.04% — 446 $107K
Addison Advisors LLC 0.03% No change 438 $106K
New England Capital Financial Advisors LLC 0.05% Add +7.0% 428 $104K
Valley Wealth Managers, Inc. 0.01% Add +95.8% 425 $103K
Bernard Wealth Management Corp. 0.05% — 421 $102K
Vision Financial Markets LLC 0.10% — 400 $97K
Eagle Bay Advisors LLC 0.06% No change 400 $97K
Vermillion & White Wealth Management Group, LLC 0.07% No change 398 $96K
Valley National Advisers Inc. 0.02% Reduce -38.9% 397 $96K
Denver PWM, LLC 0.04% Reduce -16.3% 396 $96K
Zions Bancorporation, N.A. 0.01% No change 386 $93K
West Oak Capital, LLC 0.05% No change 380 $92K
Financial Life Planners 0.08% — 374 $91K
Founders Capital Management 0.06% No change 360 $87K
ESL Trust Services, LLC 0.02% No change 352 $85K
Truvestments Capital LLC 0.02% No change 350 $85K
Brown, Lisle/Cummings, Inc. 0.03% No change 349 $85K
Johnson Financial Group, Inc. 0.00% No change 323 $84K
Centiva Capital, LP 0.00% Reduce -77.6% 341 $83K
WR Wealth Planners, LLC 0.03% Add +50.9% 329 $80K
Hoey Investments, Inc. 0.01% No change 320 $77K
Kentucky Trust Co 0.04% — 315 $76K
Covestor Ltd 0.05% No change 314 $76K
Holos Integrated Wealth LLC 0.05% — 311 $75K
Cherry Tree Wealth Management, LLC 0.02% Reduce -2.6% 305 $74K
Tacita Capital Inc 0.05% No change 300 $73K
MCF Advisors LLC 0.01% Reduce -6.6% 298 $72K
Maia Wealth LLC 0.02% No change 295 $71K
Cedar Mountain Advisors, LLC 0.02% No change 285 $69K
ORG Partners LLC 0.01% New 283 $69K
Pacific Capital Wealth Advisors, Inc. 0.01% Reduce -10.8% 280 $68K
Sittner & Nelson, LLC 0.03% No change 275 $67K
Creative Capital Management Investments LLC 0.03% New 272 $66K
Anderson Financial Strategies, LLC 0.04% — 270 $65K
Bell Investment Advisors, Inc 0.01% No change 265 $64K
Toth Financial Advisory Corp. 0.01% No change 257 $62K
AllSquare Wealth Management LLC 0.04% No change 254 $62K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $61K
Halbert Hargrove Global Advisors, LLC 0.00% New 242 $59K
New Millennium Group LLC 0.03% Reduce -26.4% 237 $57K
Richards, Merrill & Peterson, Inc. 0.03% — 235 $57K
Crews Bank & Trust 0.01% — 235 $57K
Silicon Valley Capital Partners 0.01% No change 232 $56K
Coastline Trust Co 0.01% No change 230 $56K
Mattson Financial Services, LLC 0.02% New 229 $56K
First United Bank & Trust 0.02% Add +4.6% 228 $55K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -0.4% 225 $55K
SOA Wealth Advisors, LLC. 0.01% Add +14.4% 222 $54K
Godsey & Gibb, Inc. 0.01% No change 219 $53K
Fortitude Family Office, LLC 0.02% No change 215 $52K
Mb, Levis & Associates, LLC 0.03% No change 206 $50K
Cornerstone Planning Group LLC 0.01% No change 195 $49K
Belmont Capital, LLC 0.01% No change 201 $49K
SIMA Wealth Partners, LLC 0.04% No change 200 $48K
Aspetuck Financial Management LLC 0.04% — 200 $48K
West Branch Capital LLC 0.02% No change 200 $48K
Asset Management One Co., Ltd. 0.00% No change 200 $48K
Pittenger & Anderson Inc. 0.00% Add +25.9% 199 $48K
Summer Road LLC 0.04% Add +48.1% 200 $48K
Northwest Capital Management Inc 0.02% No change 196 $47K
Proffitt & Goodson Inc. 0.01% No change 190 $46K
McClarren Financial Advisors, Inc. 0.13% Reduce -43.2% 188 $45K
Nordwand Advisors, LLC 0.02% No change 185 $45K
Accordant Advisory Group Inc 0.04% No change 184 $45K
Ascentis Wealth Management, LLC 0.02% Reduce -5.2% 181 $44K
GAMMA Investing LLC 0.00% No change 177 $43K
TD Capital Management LLC 0.00% No change 175 $42K
Advantage Trust Co 0.02% No change 170 $41K
Roble, Belko & Company, Inc 0.01% No change 167 $40K
Keystone Financial Group, Inc. 0.03% — 163 $39K
Compass Planning Associates Inc 0.04% — 160 $39K
JDM Financial Group LLC 0.02% No change 155 $38K
Tortoise Investment Management, LLC 0.00% No change 152 $37K
TFC Financial Management, Inc. 0.01% Reduce -40.0% 150 $36K
Security National Bank 0.00% No change 137 $33K
PayPay Securities Corp 1.39% Add +55.3% 132 $32K
Capital & Planning, LLC 0.02% — 130 $31K
Roxbury Financial LLC 0.03% — 127 $31K
HBC Financial Services, PLLC 0.02% No change 131 $31K
Legacies Wealth LLC 0.02% No change 125 $30K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -3.1% 124 $30K
First PREMIER Bank 0.01% No change 120 $29K
Frazier Financial Advisors, LLC 0.02% Add +1.7% 120 $29K
Tower Research Capital LLC (TRC) 0.00% Reduce -6.5% 116 $28K
Coston, McIsaac & Partners 0.01% No change 113 $27K
Murphy & Mullick Capital Management Corp 0.02% — 107 $26K
Painted Porch Advisors LLC 0.01% No change 102 $25K
Islay Capital Management, LLC 0.02% Reduce -83.3% 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
Legacy Investment Solutions, LLC 0.02% No change 90 $24K
Legacy Wealth Managment, LLC 0.02% No change 90 $24K
Gold Investment Management Ltd. 0.01% No change 98 $24K
REAP Financial Group, LLC 0.01% Add +193.6% 91 $22K
Sugarloaf Wealth Management, LLC 0.00% Reduce -44.1% 90 $22K
4Thought Financial Group Inc. 0.01% No change 90 $22K
Country Trust Bank 0.00% No change 88 $21K
Marshall & Sterling Wealth Advisors Inc. 0.01% — 87 $21K
Chapman Financial Group, LLC 0.02% — 85 $21K
Financial Network Wealth Advisors LLC 0.04% Reduce -77.0% 85 $21K
WealthTrak Capital Management LLC 0.02% — 82 $20K
CNB Bank 0.01% No change 80 $19K
Caldwell Sutter Capital, Inc. 0.01% Reduce -62.8% 76 $18K
Byrne Asset Management LLC 0.01% No change 75 $18K
Kathleen S. Wright Associates Inc. 0.01% No change 75 $18K
2UniFi Bank 0.01% — 69 $17K
Compass Financial Services Inc 0.01% — 69 $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% No change 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% No change 60 $15K
Evergreen Private Wealth LLC 0.01% No change 60 $15K
Broadwater Capital Management LLC 0.01% No change 59 $14K
Grove Bank & Trust 0.00% Reduce -99.7% 58 $14K
Clarity Asset Management, Inc. 0.01% No change 55 $13K
Thompson Investment Management, Inc. 0.00% No change 55 $13K
Legend Financial Advisors, Inc. 0.01% New 52 $13K
Moser Wealth Advisors, LLC 0.01% No change 50 $12K
Comprehensive Financial Planning, Inc. 0.01% — 48 $12K
Lowe Wealth Advisors, LLC 0.01% Add +60.0% 48 $12K
Rialto Wealth Management, LLC 0.00% — 46 $11K
Rise Advisors, LLC 0.01% No change 45 $11K
Cassady Schiller Wealth Management, LLC 0.00% No change 45 $11K
Pinney & Scofield, Inc. 0.01% — 41 $10K
Kessler Investment Group, LLC 0.00% No change 36 $9K
Brooklyn Investment Group 0.00% New 36 $9K
Minot DeBlois Advisors LLC 0.01% — 35 $8K
Valued Wealth Advisors LLC 0.01% New 35 $8K
Davis Capital Management 0.01% No change 34 $8K
Atala Financial Inc 0.01% — 34 $8K
Milestone Investment Advisors LLC 0.00% No change 32 $8K
Mark Sheptoff Financial Planning, LLC 0.00% No change 31 $8K
Atwood & Palmer Inc. 0.00% No change 31 $8K
Horizon Financial Services, LLC 0.00% Reduce -72.9% 29 $7K
Accredited Wealth Management, LLC 0.01% — 25 $6K
Hillsdale Investment Management Inc. 0.00% Reduce -16.7% 25 $6K
Kiely Wealth Advisory Group, Inc. 0.00% No change 21 $6K
Horizons Wealth Management 0.00% No change 21 $5K
Bellwether Advisors, LLC 0.00% New 21 $5K
Graney & King, LLC 0.00% — 20 $5K
Future Financial Wealth Managment LLC 0.00% No change 20 $5K
Fairway Wealth LLC 0.00% New 14 $3K
Hemington Wealth Management 0.00% New 13 $3K
Contravisory Investment Management, Inc. 0.00% No change 12 $3K
Measured Risk Portfolios, Inc. 0.00% — 10 $2K
Bellevue Asset Management, LLC 0.00% No change 10 $2K
SWAN Capital LLC 0.00% Reduce -50.0% 10 $2K
Capital A Wealth Management, LLC 0.00% — 6 $1K
Hager Investment Management Services, LLC 0.00% — 6 $1K
Lanark Financial, Inc. 0.06% — 2 $672
RE Dickinson Investment Advisors, LLC 0.00% Reduce -63.2% 214 $518
Prudent Man Investment Management, Inc. 0.00% — 1 $243
Parallax Volatility Advisers, L.P. 0.00% New 1 $242
Horizon Investments, LLC 0.00% Reduce -66.7% 1 $242

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