SPDR Gold SharesGLDETF

13F holders, Q1 2025 (March 31)
2,581holders +164
251new positions
73sold out
10famous investors
$287.91avg. 13F price*

At the end of Q1 2025, 2,581 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, up 164 from Q4 2024. 251 opened new positions and 73 sold out. The largest holders were Morgan Stanley ($3.6B), Bank of America Corp. ($3.3B) and UBS Group AG ($2.3B). 10 famous investors held it, including David Einhorn (2.6% of Greenlight Capital (DME Capital Management)'s portfolio), Ray Dalio (1.5% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.9% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions251$921.1M
Exits73$110.1M

All 13F filers, Q4 2024 → Q1 2025: 19,856,679 shares bought and 9,823,341 shares sold, net +10,033,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,581 holders

Morgan Stanley 0.26% Add +13.1% 12,384,172 $3.6B
Bank of America Corp. 0.29% Add +4.2% 11,369,977 $3.3B
UBS Group AG 0.52% Add +33.4% 8,078,269 $2.3B
Wells Fargo & Company 0.30% Add +7.6% 4,352,149 $1.3B
LPL Financial LLC 0.44% Add +13.5% 3,912,435 $1.1B
BlackRock, Inc. 0.02% Add +76.9% 3,543,324 $1.0B
First Eagle Investment Management, LLC 1.91% Reduce -1.6% 3,145,896 $903.7M
Raymond James Financial Inc. 0.22% Add +11.0% 2,063,634 $594.6M
Royal Bank of Canada 0.13% Add +12.6% 1,952,295 $562.5M
Goldman Sachs Group Inc. 0.10% Add +55.0% 1,915,925 $552.1M
JPMorgan Chase & Co. 0.04% Add +62.5% 1,727,004 $497.6M
HighTower Advisors, LLC 0.63% Reduce -2.5% 1,604,924 $462.4M
Ameriprise Financial Inc. 0.12% Add +12.2% 1,556,698 $450.9M
Jane Street Group, LLC 0.74% Reduce -43.8% 1,412,603 $407.0M
BNP Paribas Financial Markets 0.31% Add +102.2% 1,380,273 $397.7M
Comprehensive Financial Management LLC 11.50% Reduce -0.3% 1,267,529 $365.2M
59 North Capital Management, LP 13.11% Add +76.4% 1,263,196 $364.0M
Pureheart Capital Pte Ltd. 52.45% Reduce -1.3% 1,225,000 $353.0M
Envestnet Asset Management Inc. 0.11% Add +9.6% 1,217,861 $350.9M
Commonwealth Equity Services, LLC 0.47% Add +16.5% 1,141,703 $329.0M
Bridgewater Associates 1.48% New 1,106,395 $318.8M
Citigroup Inc. 0.22% Reduce -54.4% 989,394 $285.1M
Orbis Allan Gray Ltd 1.57% Reduce -2.0% 951,603 $274.2M
WealthNavi Inc. 2.82% Reduce -10.4% 880,806 $253.8M
Stifel Financial Corp. 0.26% Add +0.6% 835,070 $240.6M
Cetera Investment Advisers 0.46% Add +15.1% 821,760 $236.8M
State Street Corp. 0.01% Add +6.2% 806,837 $232.5M
US Bancorp \de 0.29% Add +10.1% 765,057 $220.4M
Rockefeller Capital Management L.P. 0.53% Add +6.5% 740,408 $213.3M
Arizona PSPRS Trust 7.09% Add +0.2% 725,752 $209.1M
Bank of Montreal 0.11% Add +113.3% 724,306 $208.7M
Osaic Holdings, Inc. 0.46% Add +10.0% 723,717 $208.5M
Northern Trust Corp. 0.03% Add +3.3% 678,018 $195.4M
PNC Financial Services Group, Inc. 0.10% Add +7.2% 667,815 $192.4M
Barclays PLC 0.09% Reduce -47.4% 656,427 $189.1M
SG Americas Securities, LLC 0.61% Reduce -2.6% 616,882 $177.7M
Cambridge Investment Research Advisors, Inc. 0.59% Add +12.6% 608,222 $175.3M
Mizuho Bank, Ltd. 39.03% No change 600,000 $172.9M
Truist Financial Corp. 0.27% Add +10.9% 576,278 $166.0M
PPSC Investment Service Corp 17.25% Add +13.9% 523,152 $150.7M
Corient Private Wealth LP 0.24% Reduce -3.1% 517,723 $149.2M
Arnhold LLC 14.78% Reduce -2.2% 507,875 $146.3M
GLOBALT Investments LLC / GA 5.85% Reduce -17.9% 496,516 $143.1M
Bleichroeder LP 36.57% No change 475,000 $136.9M
AlTi Global, Inc. 3.55% Add +8.1% 469,814 $135.4M
Sequoia Financial Advisors, LLC 1.00% Reduce -2.7% 447,351 $128.9M
Cerity Partners LLC 0.26% Add +0.5% 442,205 $127.4M
Mariner, LLC 0.21% Add +62.7% 441,820 $127.3M
MML Investors Services, LLC 0.41% Add +16.9% 429,641 $123.8M
Sumitomo Mitsui Financial Group, Inc. 2.27% Add +7.4% 429,585 $123.8M
Mitsubishi UFJ Trust & Banking Corp 0.32% Reduce -17.2% 421,700 $121.5M
Northwestern Mutual Wealth Management Co. 0.10% Reduce -3.6% 403,701 $116.3M
Cwm, LLC 0.41% Add +24.8% 358,274 $103.2M
Stenham Asset Management Ltd 40.88% — 348,579 $100.4M
Allen Investment Management, LLC 1.17% Add +84.0% 348,085 $100.3M
Proficio Capital Partners LLC 7.67% Add +4.3% 359,373 $99.2M
Rockland Trust Co. 4.96% Reduce -4.0% 342,785 $98.8M
FIL Ltd 0.09% Add +183.9% 341,543 $98.5M
Tudor Investment Corporation 0.87% Add +123.9% 337,376 $97.2M
Squarepoint Ops LLC 0.24% Add +1450.7% 334,290 $96.3M
Cerity Partners OCIO LLC 5.39% Reduce -3.4% 330,877 $95.3M
Banco Bilbao Vizcaya Argentaria, S.A. 0.96% Add +96.5% 334,112 $94.9M
TD Asset Management Inc 0.09% Add +148.8% 328,750 $94.7M
Bradley Foster & Sargent Inc. 1.61% Add +6.5% 327,412 $94.3M
Starr Indemnity & Liability Co 45.66% No change 327,188 $94.3M
Bailard, Inc. 2.40% Reduce -0.7% 323,336 $93.2M
HSBC Holdings PLC 0.06% Add +21.6% 310,940 $89.5M
Baird Financial Group, Inc. 0.17% Reduce -0.1% 298,284 $85.9M
Focus Partners Wealth 0.21% Reduce -24.3% 293,937 $84.7M
Kestra Advisory Services, LLC 0.41% Add +15.3% 290,454 $83.7M
First National Trust Co 3.32% Reduce -2.1% 286,184 $82.5M
Diversify Advisory Services, LLC 5.12% Add +11.8% 267,648 $81.9M
Prudential PLC 0.41% Reduce -14.8% 281,879 $80.4M
Victory Capital Management Inc. 0.08% Reduce -7.6% 272,287 $78.5M
Cresset Asset Management, LLC 0.39% Add +11.0% 271,955 $78.4M
Foundations Investment Advisors, LLC 1.44% Reduce -0.8% 270,684 $78.0M
Captrust Financial Advisors 0.19% Add +7.5% 268,389 $77.3M
Private Advisor Group, LLC 0.46% Add +5.4% 263,880 $76.0M
Briaud Financial Planning Inc 29.39% Reduce -0.0% 256,748 $74.0M
Factory Mutual Insurance Co. 0.84% No change 252,100 $72.6M
Wealth Enhancement Advisory Services, LLC 0.14% Add +25.2% 250,469 $72.2M
National Bank of Canada 0.08% Add +78.3% 249,768 $72.0M
Brown Advisory Inc. 0.10% Add +2.5% 244,228 $70.4M
Mesirow Financial Investment Management, Inc. 1.36% Add +2.2% 243,248 $70.1M
Cibc World Market Inc. 0.16% Add +4.2% 241,935 $69.7M
Lido Advisors, LLC 0.42% Add +2.5% 241,739 $69.7M
BCM Advisors, LLC 15.47% Reduce -1.9% 228,883 $68.2M
Rock Creek Group LLC 7.79% Add +4.5% 240,216 $65.8M
W1M Asset Management Ltd 5.45% Reduce -0.7% 220,838 $63.6M
Rathbones Group PLC 0.29% Add +0.9% 211,593 $61.0M
Janney Montgomery Scott LLC 0.17% Add +0.4% 204,788 $59.0M
Banco Santander, S.A. 0.65% Add +4.6% 204,763 $59.0M
C V Starr & Co. Inc. 45.40% No change 204,493 $58.9M
Synovus Financial Corp. 0.76% Add +2.4% 203,145 $58.5M
NewEdge Advisors, LLC 0.35% Add +0.8% 201,943 $58.2M
Creative Planning 0.05% Add +11.6% 200,172 $57.7M
ArrowMark Colorado Holdings LLC 0.93% No change 200,000 $57.6M
Moody LYNN Lieberson & Walker, LLC 3.69% Add +6.4% 199,316 $57.4M
Dimension Capital Management LLC 9.73% Reduce -0.6% 190,421 $54.9M
Glenmede Trust Co. NA 0.29% Add +8.7% 189,947 $54.7M
Hancock Whitney Corp. 1.77% Reduce -3.3% 188,151 $54.2M
Fifth Third Bancorp 0.21% Reduce -5.2% 187,622 $54.1M
Staley Capital Advisers Inc. 2.41% Reduce -3.1% 184,914 $53.3M
Tanglewood Wealth Management, Inc. 5.94% Reduce -1.9% 183,188 $52.8M
Greenlight Capital (DME Capital Management) 2.63% Reduce -10.8% 180,151 $51.9M
Scotia Capital Inc. 0.28% Add +39.7% 178,487 $51.4M
Blair William & Co. 0.15% Add +2.1% 174,261 $50.2M
Sanctuary Advisors, LLC 0.34% Add +115.8% 166,871 $48.1M
Marshall Wace, LLP 0.06% Reduce -20.2% 165,326 $47.6M
Atria Investments, Inc 0.58% Add +74.5% 156,941 $45.2M
Mercer Global Advisors Inc. 0.10% Reduce -1.4% 158,648 $45.1M
Equitable Holdings, Inc. 0.43% Add +2.7% 156,143 $45.0M
Redhawk Wealth Advisors, Inc. 6.02% Add +35.6% 155,291 $44.7M
Steward Partners Investment Advisory, LLC 0.39% Add +0.3% 153,521 $44.2M
Bedell Frazier Investment Counselling, LLC 11.22% Reduce -3.9% 153,019 $44.1M
GenWealth Group, Inc. 9.51% New 149,642 $43.1M
Atria Wealth Solutions, Inc. 0.52% Add +1.1% 149,499 $43.1M
Rice Partnership, LLC 8.56% Add +0.8% 144,654 $41.7M
Brookstone Capital Management 0.58% Add +14.8% 139,469 $40.2M
Fullerton Fund Management Co Ltd. 2.56% Add +39.1% 138,277 $39.8M
Townsend & Associates, Inc 4.10% Reduce -14.3% 124,705 $39.4M
Pictet North America Advisors SA 3.90% Add +7.6% 136,175 $39.1M
Wellington Management Group LLP 0.01% Reduce -12.9% 135,438 $39.0M
Keybank National Association 0.16% Add +2.3% 135,378 $39.0M
Comerica Bank 0.16% Add +4.7% 135,173 $38.9M
Bank of New York Mellon Corp 0.01% Reduce -3.4% 134,600 $38.8M
Avantax Advisory Services, Inc. 0.23% Add +12.3% 132,758 $38.3M
SMI Advisory Services, LLC 8.60% Add +193.6% 138,971 $38.0M
Oakworth Capital, Inc. 2.64% Add +0.4% 131,460 $37.9M
Alamea Verwaltungs GmbH 32.65% — 131,069 $37.8M
Cobalt Capital Management, Inc. 18.45% Reduce -13.3% 130,000 $37.5M
Bleakley Financial Group, LLC 1.20% Add +16.9% 129,850 $37.4M
Richard C. Young & CO., LTD. 3.99% Reduce -3.1% 128,928 $37.1M
Pinkerton Wealth, LLC 4.66% Add +100.6% 124,515 $35.9M
AQR Capital Management 0.04% Add +28.8% 122,810 $35.4M
Jones Financial Companies LLLP 0.03% Add +48.2% 123,997 $35.2M
Two Sigma Investments, LP 0.08% New 122,109 $35.2M
IMC-Chicago, LLC 1.36% New 121,887 $35.1M
WS Management LLLP 5.88% Reduce -21.1% 120,678 $34.8M
Beacon Pointe Advisors, LLC 0.39% Reduce -1.4% 120,219 $34.6M
Mackenzie Financial Corp. 0.05% Reduce -12.5% 117,400 $33.8M
Ieq Capital, LLC 0.27% Add +217.5% 117,018 $33.7M
Allworth Financial LP 0.19% Add +2.7% 109,185 $33.6M
Sapient Capital LLC 0.66% Reduce -0.7% 116,225 $33.5M
Stonebridge Financial Group, LLC 3.54% Add +412.3% 115,609 $33.3M
Kestra Private Wealth Services, LLC 0.55% Add +12.4% 114,759 $33.1M
BlueCrest Capital Management Ltd 6.72% New 114,709 $33.1M
TD Waterhouse Canada Inc. 0.26% Add +95.7% 111,166 $32.0M
Hilltop Holdings Inc. 2.01% Add +9.0% 110,482 $31.8M
AlphaCore Capital LLC 2.70% Add +8.0% 109,987 $31.7M
Wealthfront Advisers LLC 0.08% Add +34.3% 108,926 $31.4M
Teacher Retirement System of Texas 0.13% Reduce -53.1% 108,893 $31.4M
Chesley Taft & Associates LLC 1.50% Reduce -0.5% 107,772 $31.1M
Mader & Shannon Wealth Management, Inc. 17.58% Add +1.6% 106,920 $30.8M
AMG National Trust Bank 0.86% Reduce -1.0% 106,896 $30.8M
Stratos Wealth Partners, LTD. 0.46% Add +94.7% 103,707 $29.9M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -65.4% 103,163 $29.7M
Independent Advisor Alliance 0.98% Add +15.6% 102,688 $29.6M
Cercano Management LLC 0.86% Reduce -20.8% 102,005 $29.4M
D. Scott Neal, Inc. 16.28% Reduce -1.1% 101,864 $29.4M
McElhenny Sheffield Capital Management, LLC 10.94% Add +51.3% 101,253 $29.2M
&partners 0.31% Add +6.5% 102,433 $29.0M
Oppenheimer & Co. Inc. 0.42% Add +6.3% 97,156 $28.0M
Envestnet Portfolio Solutions, Inc. 0.11% Reduce -2.6% 97,027 $28.0M
Pinnacle Financial Partners Inc 0.56% Reduce -2.6% 97,289 $27.9M
Concurrent Investment Advisors, LLC 0.67% Add +19.1% 95,104 $27.4M
Hudson Bay Capital Management LP 0.20% New 94,475 $27.2M
Sicart Associates LLC 9.38% Reduce -0.1% 94,135 $27.1M
Keel Point, LLC 2.11% Reduce -1.6% 94,132 $27.1M
Franklin Resources Inc. 0.01% Reduce -0.6% 94,102 $27.1M
CWA Asset Management Group, LLC 1.29% Add +20.4% 93,478 $26.9M
Invesco Ltd. 0.01% Reduce -40.4% 93,000 $26.8M
Lazard Asset Management LLC 0.04% Reduce -0.3% 92,645 $26.7M
Walleye Trading LLC 0.75% Reduce -18.7% 91,208 $26.3M
Advisory Services Network, LLC 0.50% Add +4.1% 91,041 $26.2M
M&T Bank Corp 0.10% Reduce -0.6% 90,991 $26.2M
Essex Financial Services, Inc. 1.88% Add +1.4% 90,588 $26.1M
Prospera Financial Services Inc 0.60% Add +7.7% 90,257 $26.0M
Qube Research & Technologies Ltd 0.04% Add +432.7% 90,215 $26.0M
First Horizon Advisors, Inc. 0.73% Reduce -5.1% 89,515 $25.8M
Fifth Third Securities, Inc. 2.16% Add +72.3% 88,995 $25.6M
Alliancebernstein L.P. 0.01% Reduce -20.0% 87,074 $25.1M
SCS Capital Management LLC 0.32% Add +29.9% 86,891 $25.0M
Act Wealth Management, LLC 11.32% Add +0.7% 86,793 $25.0M
Dynamic Advisor Solutions LLC 0.82% Add +6.0% 86,204 $24.8M
Janney Capital Management LLC 1.66% Reduce -2.6% 83,584 $24.1M
Horizon Wealth Management, LLC 4.01% Add +61.6% 82,640 $23.8M
Integrated Wealth Concepts LLC 0.28% Reduce -6.0% 82,412 $23.7M
OVERSEA-CHINESE BANKING Corp Ltd 0.70% Add +5.7% 82,344 $23.7M
Clifford Swan Investment Counsel LLC 0.87% Reduce -6.3% 81,904 $23.6M
Millennium Management 0.02% Reduce -67.6% 81,661 $23.5M
Flow Traders U.S. LLC 0.99% New 81,070 $23.4M
S&co Inc. 1.56% No change 80,565 $23.2M
Woodline Partners LP 0.15% Add +5.0% 80,336 $23.1M
FFG Partners, LLC 9.50% Add +0.3% 80,135 $23.1M
First National Corp. /Ma/ 5.07% Reduce -12.1% 79,709 $23.0M
EWG Elevate Inc. 8.70% Add +2694.3% 79,664 $23.0M
Gitterman Wealth Management, LLC 6.07% New 79,279 $22.8M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +32.9% 80,134 $22.8M
Csenge Advisory Group 1.29% Reduce -30.9% 74,312 $22.7M
Evelyn Partners Asset Management Ltd 6.32% Reduce -18.4% 78,783 $22.7M
B. Riley Wealth Advisors, Inc. 0.69% Add +22.8% 78,546 $22.6M
Lee Financial Co 3.43% Reduce -1.6% 77,985 $22.5M
L & S Advisors Inc 3.16% Add +4968.9% 77,757 $22.4M
SBI Securities Co., Ltd. 0.74% Add +46.5% 77,495 $22.3M
Rothschild Capital Partners, LLC 5.84% Add +3.5% 77,475 $22.3M
Commerce Bank 0.14% Reduce -0.6% 76,931 $22.2M
Intrua Financial, LLC 3.46% Add +1.9% 76,723 $22.1M
Evercore Wealth Management, LLC 0.36% Reduce -3.2% 76,663 $22.1M
Northcape Wealth Management, LLC 7.13% Reduce -1.6% 76,588 $22.1M
AE Wealth Management LLC 0.18% Reduce -1.4% 75,864 $21.9M
Manufacturers Life Insurance Company, The 0.02% Add +86.5% 75,465 $21.7M
Federation des caisses Desjardins du Quebec 0.11% Add +3.7% 75,160 $21.7M
HB Wealth Management, LLC 0.18% Add +47.8% 75,087 $21.6M
Independent Financial Group, LLC 0.74% Add +13.4% 74,764 $21.5M
Twin Focus Capital Partners, LLC 3.34% Reduce -2.2% 74,648 $21.5M
Prelude Capital Management, LLC 2.17% Add +4.8% 74,541 $21.5M
CENTRAL TRUST Co 0.53% Reduce -1.0% 74,428 $21.4M
Neuberger Berman Group LLC 0.02% Reduce -2.9% 73,590 $21.2M
Private Wealth Advisors, LLC 8.84% Reduce -1.6% 73,054 $21.0M
Guggenheim Capital LLC 0.20% Add +1.5% 72,865 $21.0M
Catawba River Capital 12.69% Reduce -0.5% 72,402 $20.9M
Castleark Management LLC 0.72% Add +60.6% 71,895 $20.7M
Corecam Pte. Ltd. 11.30% Reduce -6.8% 71,446 $20.6M
Pine Ridge Advisers LLC 1.76% No change 71,225 $20.5M
W1M Investment Management Ltd 0.32% Add +6.1% 71,187 $20.5M
Checchi Capital Advisers, LLC 1.44% Reduce -0.9% 70,830 $20.4M
Vista Finance, LLC 17.62% Add +11.6% 70,508 $20.3M
Innovative Advisory Group, LLC 19.20% Reduce -0.5% 70,207 $20.2M
CTC LLC 3.24% Reduce -89.0% 70,120 $20.2M
Riggs Asset Managment Co. Inc. 5.75% Add +1.4% 69,927 $20.1M
Arkos Global Advisors 2.88% Reduce -5.6% 67,972 $19.6M
Tocqueville Asset Management L.P. 0.32% Add +0.3% 67,938 $19.6M
Financial Advocates Investment Management 1.37% Add +8.7% 67,781 $19.5M
Evolution Wealth Advisors, LLC 3.25% Add +17.5% 67,602 $19.5M
Teamwork Financial Advisors, LLC 2.68% New 67,444 $19.4M
Insigneo Advisory Services, LLC 2.00% Add +7.7% 67,106 $19.3M
PFG Advisors 1.08% Reduce -6.2% 66,911 $19.3M
Financial Enhancement Group LLC 2.98% Add +6368.2% 61,448 $19.1M
Exencial Wealth Advisors, LLC 0.71% Add +0.2% 66,296 $19.1M
Measured Wealth Private Client Group, LLC 6.13% Add +2.4% 66,240 $19.1M
ARS Wealth Advisors Group, LLC 2.69% Reduce -4.9% 65,952 $19.0M
Group One Trading LLC 0.79% New 65,610 $18.9M
Portfolio Design Labs, LLC 3.90% New 65,533 $18.9M
Baldwin Wealth Partners LLC 1.32% Add +2.3% 65,300 $18.8M
K2 Principal Fund, L.P. 10.67% Add +485.4% 65,246 $18.8M
Edmond DE Rothschild Holding S.A. 0.33% Add +22.3% 64,077 $18.5M
Sigma Planning Corp 0.59% Add +4.3% 63,981 $18.4M
Consolidated Capital Management, LLC 7.57% Add +2758.2% 63,309 $18.2M
Shufro Rose & Co. LLC 1.44% Reduce -0.0% 62,893 $18.1M
Advisor Resource Council 1.46% Add +315.5% 67,376 $18.1M
Waverly Advisors, LLC 0.22% Add +465.6% 62,631 $18.0M
AdvisorNet Financial, Inc 1.34% Add +26.1% 62,562 $18.0M
Sarasin & Partners LLP 0.19% New 61,823 $17.8M
Pathstone Holdings, LLC 0.08% Add +4.4% 62,960 $17.7M
Omnia Family Wealth, LLC 7.37% Reduce -8.7% 61,170 $17.6M
Bright Financial Advisors, Inc. 10.81% Add +2.0% 61,088 $17.6M
Menlo Advisors LLC 8.37% Reduce -0.2% 61,081 $17.6M
Assetmark, Inc. 0.05% Reduce -1.1% 61,054 $17.6M
Nvest Financial, LLC 9.34% Add +56.5% 60,551 $17.4M
Wilmington Savings Fund Society, FSB 0.33% Add +3.6% 60,453 $17.4M
DSG Capital Advisors, LLC 3.50% Add +2.1% 60,216 $17.4M
Centaurus Financial, Inc. 1.04% Add +20.5% 59,416 $17.1M
Perigon Wealth Management, LLC 0.44% Reduce -10.3% 59,412 $17.1M
Polymer Capital Management (HK) LTD 2.97% Add +268.9% 59,400 $17.1M
WNY Asset Management, LLC 2.03% Add +1.4% 59,388 $17.1M
Avalon Capital Management 4.96% Add +1.0% 59,211 $17.1M
United Asset Strategies, Inc. 1.58% Reduce -31.6% 58,962 $17.0M
Harbour Investments, Inc. 0.48% Reduce -5.3% 58,800 $16.9M
Level Four Advisory Services, LLC 0.69% Add +5.1% 58,566 $16.9M
RS Crum Inc. 4.50% Reduce -4.9% 57,958 $16.7M
James Hambro & Partners LLP 0.70% Reduce -0.1% 57,928 $16.7M
Pinebridge Investments, L.P. 0.13% Add +29.6% 56,048 $16.1M
Stratos Wealth Advisors, LLC 0.88% Reduce -13.4% 55,765 $16.1M
Knollwood Investment Advisory, LLC 1.77% Add +0.0% 55,631 $16.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 55,576 $16.0M
NorthCoast Asset Management LLC 0.08% Add +2.8% 54,845 $15.8M
Prime Capital Investment Advisors, LLC 0.18% Add +111.8% 54,402 $15.7M
Pettinga Financial Advisors LLC 3.68% Reduce -0.8% 54,250 $15.6M
Vontobel Holding Ltd. 0.06% Reduce -3.0% 53,986 $15.6M
Fidelis Capital Partners, LLC 1.65% Add +21.2% 51,029 $15.6M
Acorn Creek Capital LLC 7.76% Add +3.8% 53,965 $15.5M
D.A. Davidson & Co. 0.12% Add +22.7% 53,912 $15.5M
Palumbo Wealth Management LLC 5.19% Reduce -0.7% 53,837 $15.5M
Your Advocates Ltd., LLP 5.94% Reduce -4.0% 53,680 $15.5M
CIBC Private Wealth Group LLC 0.03% Reduce -8.1% 56,172 $15.5M
Arete Wealth Advisors, LLC 1.18% Reduce -15.9% 53,524 $15.4M
Snowden Capital Advisors LLC 0.50% Add +13.9% 53,471 $15.4M
Robertson Stephens Wealth Management, LLC 0.57% Add +840.4% 53,097 $15.3M
Westover Capital Advisors, LLC 3.39% Reduce -2.4% 52,966 $15.3M
Evoke Wealth, LLC 0.40% Reduce -4.7% 52,926 $15.3M
Wallington Asset Management, LLC 2.19% Reduce -1.0% 52,668 $15.2M
Grant/GrossMendelsohn, LLC 8.41% Add +1.3% 48,978 $15.1M
DRW Securities, LLC 1.28% New 52,353 $15.1M
Altfest L J & Co. Inc. 1.88% Add +161.2% 52,086 $15.0M
Wealthspire Advisors, LLC 0.09% Add +3.7% 51,913 $15.0M
Ariose Capital Management Ltd 16.36% New 51,800 $14.9M
IHT Wealth Management, LLC 0.47% Reduce -8.2% 51,736 $14.9M
Pinpoint Asset Management Ltd 2.58% New 51,590 $14.9M
Hamilton Wealth, LLC 3.58% Add +2.1% 51,563 $14.9M
SKY-Mountain Capital Management, Inc. 12.49% — 51,193 $14.8M
B&D White Capital Company, LLC 2.17% Add +125.0% 51,135 $14.7M
Ascent Group, LLC 0.63% Add +2509.7% 51,124 $14.7M
GenTrust, LLC 0.70% Reduce -0.3% 50,940 $14.7M
Client First Capital LLC 7.43% Reduce -26.8% 50,338 $14.5M
Itau Unibanco Holding S.A. 0.56% New 50,238 $14.5M
Intrinsic Edge Capital Management LLC 3.02% No change 50,000 $14.4M
Phoenix Financial Ltd. 0.22% Add +128.8% 49,852 $14.4M
Park Avenue Securities LLC 0.18% Add +2.9% 49,433 $14.2M
MAI Capital Management 0.11% Add +10.8% 48,979 $14.1M
Kingsview Wealth Management, LLC 0.27% Add +26.0% 48,950 $14.1M
Motco 1.48% Reduce -2.1% 48,744 $14.0M
Meridian Wealth Management, LLC 0.68% Add +4.5% 48,680 $14.0M
Bank of New Hampshire 3.67% Reduce -0.6% 48,627 $14.0M
Violich Capital Management, Inc. 1.86% Add +1.7% 47,932 $13.8M
Evelyn Partners Investment Management (Europe) Ltd 5.17% Add +8.3% 47,922 $13.8M
Headlands Technologies LLC 1.56% Add +1256.0% 47,638 $13.7M
Cynosure Group, LLC 1.86% Add +4.0% 46,945 $13.5M
Oliver Luxxe Assets LLC 2.51% Reduce -0.2% 46,872 $13.5M
Ashton Thomas Private Wealth, LLC 0.51% Reduce -9.8% 46,391 $13.4M
Fortis Group Advisors, LLC 2.59% Reduce -0.2% 46,286 $13.3M
Arkadios Wealth Advisors 0.50% Add +15.8% 45,787 $13.2M
Fiduciary Trust Co 0.17% Add +8.4% 45,758 $13.2M
Aberdeen Group plc 0.03% Add +226.6% 45,710 $13.1M
DAVENPORT & Co LLC 0.08% Add +1.9% 45,496 $13.1M
Levin Capital Strategies, L.P. 1.39% Reduce -8.0% 45,495 $13.1M
Summit Financial, LLC 0.37% Add +48.6% 45,396 $13.1M
FWL Investment Management, LLC 4.84% Add +6.9% 45,202 $13.0M
Jacobi Capital Management LLC 0.95% Add +0.2% 44,900 $12.9M
Stonehage Fleming Financial Services Holdings Ltd 0.45% Add +0.1% 44,696 $12.9M
TD Private Client Wealth LLC 0.35% Add +13.1% 44,695 $12.9M
Gunderson Capital Management LLC 8.24% Add +743.7% 44,411 $12.8M
XML Financial, LLC 1.18% Add +2.2% 44,003 $12.7M
Townsquare Capital LLC 0.13% Add +104.6% 43,855 $12.6M
Ellsworth Advisors, LLC 3.31% Reduce -2.2% 43,831 $12.6M
Three Seasons Wealth, LLC 6.25% Add +3.0% 43,791 $12.6M
First Trust Bank, Ltd. 46.30% Add +24.3% 43,770 $12.6M
Perennial Advisors, LLC 2.51% Reduce -1.6% 43,564 $12.6M
Ausdal Financial Partners, Inc. 0.94% Add +125.0% 43,260 $12.5M
TSP Capital Management Group, LLC 4.10% Reduce -5.6% 43,214 $12.5M
J.Safra Asset Management Corp 1.00% Add +22.3% 42,819 $12.3M
Royal Fund Management, LLC 1.47% New 42,727 $12.3M
Lyell Wealth Management, LP 1.14% Add +7.4% 42,368 $12.2M
ICONIQ Capital, LLC 0.22% Reduce -26.5% 42,127 $12.1M
Fourpath Capital Management, LLC 2.11% Add +1.3% 42,112 $12.1M
Greenbush Financial Group, LLC 6.03% Reduce -3.8% 42,080 $12.1M
Strategic Investment Management, LLC 4.86% Reduce -9.1% 42,020 $12.1M
Bfsg, LLC 1.47% Reduce -0.5% 41,988 $12.1M
EP Wealth Advisors, LLC 0.10% Add +1.4% 41,663 $12.0M
CoreCap Advisors, LLC 0.53% Add +41.9% 41,588 $12.0M
PCG Wealth Advisors, LLC 4.17% Add +6.7% 41,482 $12.0M
Accurate Wealth Management, LLC 2.28% Add +908.4% 40,092 $11.9M
Mgo One Seven LLC 0.46% Add +29.0% 41,439 $11.9M
Clearstead Advisors, LLC 0.19% Add +1.8% 41,329 $11.9M
Nwam LLC 1.02% Reduce -1.9% 41,159 $11.9M
Gladstone Institutional Advisory LLC 0.55% Add +12.7% 41,004 $11.8M
Sugar Maple Asset Management, LLC 9.28% Add +2.9% 40,931 $11.8M
OMC Financial Services LTD 5.29% Reduce -1.2% 40,877 $11.8M
Thrivent Financial for Lutherans 0.03% Reduce -46.4% 43,472 $11.7M
Belpointe Asset Management LLC 0.60% Add +53.0% 40,194 $11.6M
Axxcess Wealth Management, LLC 0.32% Reduce -18.3% 40,041 $11.5M
Peapack Gladstone Financial Corp. 0.17% Reduce -49.2% 39,999 $11.5M
Helios Capital Management Pte. Ltd. 20.16% New 40,000 $11.5M
Humankind Investments LLC 2.99% No change 40,000 $11.5M
Strategic Financial Services, Inc. 0.67% Reduce -13.2% 39,826 $11.5M
Prairie Wealth Advisors, Inc. 5.63% Add +1.5% 39,767 $11.5M
Graybill Wealth Management, LTD. 3.93% — 39,762 $11.5M
Brown Brothers Harriman & Co. 0.08% Reduce -0.0% 39,639 $11.4M
Brown University 5.27% New 39,500 $11.4M
Fortis Capital Management LLC 2.21% Add +17.9% 39,441 $11.4M
Parallel Advisors, LLC 0.26% Add +3.2% 39,200 $11.3M
Stephens Inc. 0.16% Add +4.5% 39,009 $11.2M
Choate Investment Advisors 0.28% No change 38,971 $11.2M
Cassia Capital Partners, LLC 6.89% Reduce -2.1% 38,330 $11.0M
Canton Hathaway, LLC 2.23% Reduce -2.8% 38,248 $11.0M
Blue Fin Capital, Inc. 2.12% Add +0.8% 37,971 $10.9M
GAMCO Investors 0.12% Reduce -2.6% 37,891 $10.9M
Scarborough Advisors, LLC 1.54% Add +13.9% 37,459 $10.8M
GWN Securities Inc. 0.61% Add +403.8% 37,072 $10.8M
DDFG, Inc 2.98% Add +1.8% 37,372 $10.8M
StoneX Group Inc. 0.59% Add +45.5% 37,367 $10.8M
Parsons Capital Management Inc. 0.59% Add +2.5% 37,202 $10.7M
Centerstone Investors, LLC 25.36% Reduce -21.5% 37,108 $10.7M
1 North Wealth Services LLC 4.94% Reduce -5.2% 37,049 $10.7M
Climber Capital SA 8.39% Add +1.9% 43,708 $10.7M
Bessemer Group Inc. 0.02% Add +2.7% 36,760 $10.6M
Revere Asset Management, Inc 11.36% New 36,566 $10.5M
Nicholson Meyer Capital Management, Inc. 9.64% — 36,352 $10.5M
Larson Financial Group LLC 0.49% Add +6.3% 36,149 $10.4M
Gruss & Co., LLC 45.23% Add +166.7% 36,000 $10.4M
Cadence Wealth Management LLC 7.65% Reduce -33.3% 35,900 $10.3M
Lake Hills Wealth Management, LLC 7.14% Add +69.5% 35,881 $10.3M
Harvest Investment Services, LLC 2.87% Add +17.7% 35,816 $10.3M
Sterling Investment Management, LLC 7.32% Reduce -2.5% 35,670 $10.3M
Marshall Investment Management, LLC 6.37% Add +3796.2% 35,611 $10.3M
Transform Wealth, LLC 0.62% Add +0.4% 35,586 $10.3M
KADENSA CAPITAL Ltd 1.27% New 35,564 $10.2M
Ball & Co Wealth Management Inc. 10.97% Reduce -0.1% 35,513 $10.2M
Northwest & Ethical Investments L.P. 0.28% New 35,320 $10.2M
Southeast Asset Advisors, LLC 1.25% Add +0.4% 35,246 $10.2M
Benjamin Edwards Inc. 0.14% Add +19.8% 35,109 $10.1M
Drake & Associates, LLC 2.84% Reduce -1.0% 35,022 $10.1M
Great Valley Advisor Group, Inc. 0.22% Reduce -0.4% 34,998 $10.1M
Bokf, NA 0.18% Add +55.0% 34,856 $10.0M
Lokken Investment Group LLC 4.23% Add +0.5% 34,853 $10.0M
Stonehearth Capital Management, LLC 4.13% Reduce -7.5% 34,637 $10.0M
Strategic Blueprint, LLC 0.54% Add +1.6% 34,063 $9.8M
First Manhattan Co. Llc. 0.03% Add +1.6% 33,850 $9.8M
Impact Partnership Wealth, LLC 2.08% Reduce -30.2% 33,793 $9.7M
Apollon Wealth Management, LLC 0.21% Add +10.1% 33,787 $9.7M
Syon Capital LLC 0.79% Reduce -7.9% 33,762 $9.7M
HighPoint Advisor Group LLC 0.56% Add +2886.4% 31,626 $9.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.48% Add +30.7% 34,058 $9.7M
Nations Financial Group Inc, /Ia/ 0.73% Reduce -1.1% 33,387 $9.6M
Trek Financial, LLC 0.69% Add +128.8% 33,254 $9.6M
Integrated Advisors Network LLC 0.48% Reduce -6.3% 33,219 $9.6M
Pitcairn Co. 0.58% Reduce -2.8% 33,171 $9.6M
Twin Tree Management, LP 0.21% New 32,883 $9.5M
Wolverine Trading, LLC 0.30% New 33,118 $9.4M
Ballentine Partners, LLC 0.16% Reduce -3.4% 32,546 $9.4M
OneDigital Investment Advisors LLC 0.11% Add +4.1% 32,535 $9.4M
Thomist Capital Management, LP 3.94% Add +24.9% 32,940 $9.4M
Bank Pictet & Cie (Europe) AG 0.22% Reduce -12.4% 32,424 $9.3M
Aspect Partners, LLC 5.31% Add +176.6% 32,218 $9.3M
Innova Wealth Partners 5.72% Add +99.3% 32,050 $9.2M
Knoll Capital Management, LLC 6.00% No change 32,000 $9.2M
Corepath Wealth Partners LLC 8.76% Reduce -1.6% 29,574 $9.2M
Ameritas Advisory Services, LLC 0.37% Reduce -19.6% 33,795 $9.2M
Quantum Capital Management, LLC / NJ 0.94% Reduce -0.8% 31,651 $9.1M
CW Advisors, LLC 0.11% Add +48.3% 31,798 $9.1M
Capital Investment Advisory Services, LLC 0.82% Add +15.4% 31,632 $9.1M
BTG Pactual Asset Management US LLC 1.18% Reduce -0.9% 31,622 $9.1M
Three Bridge Wealth Advisors, LLC 3.17% Add +2.0% 31,607 $9.1M
swisspartners Advisors Ltd 9.55% No change 35,580 $9.1M
Independent Family Office, LLC 4.76% Reduce -0.2% 31,412 $9.1M
Marco Investment Management LLC 0.84% Reduce -32.4% 31,342 $9.0M
Biltmore Wealth Management, LLC 3.81% Reduce -1.0% 31,315 $9.0M
Redwood Park Advisors LLC 7.48% Reduce -2.0% 30,936 $8.9M
Jaffetilchin Investment Partners, LLC 0.65% Reduce -8.8% 30,932 $8.9M
U.S. Capital Wealth Advisors, LLC 0.27% Reduce -0.3% 30,893 $8.9M
1834 Investment Advisors Co. 1.15% Reduce -12.0% 30,885 $8.9M
Vigilare Wealth Management 3.53% Reduce -6.2% 30,713 $8.8M
Stock Yards Bank & Trust Co. 0.32% Add +2.0% 30,706 $8.8M
Kraft, Davis & Associates, LLC 2.84% New 28,333 $8.8M
Van Hulzen Asset Management, LLC 0.80% Reduce -3.5% 30,327 $8.7M
OmniStar Financial Group, Inc. 6.88% Reduce -25.8% 30,286 $8.7M
J.W. Cole Advisors, Inc. 0.27% Reduce -5.0% 30,202 $8.7M
Conservest Capital Advisors, Inc. 0.91% Add +4.3% 30,022 $8.7M
Sovran Advisors, LLC 1.12% Add +4.0% 28,140 $8.6M
Focus Financial Network, Inc. 0.35% Add +7.0% 29,569 $8.5M
Park Edge Advisors, LLC 2.36% Reduce -10.4% 29,439 $8.5M
Oxbow Advisors, LLC 0.91% Reduce -0.1% 29,117 $8.4M
Christopher J. Hasenberg, Inc 3.48% Reduce -15.6% 29,146 $8.4M
PFG Investments, LLC 0.53% Add +19.7% 28,780 $8.3M
waypoint wealth counsel 5.20% Add +2.1% 28,752 $8.3M
Blue Trust, Inc. 0.11% Add +5.6% 28,730 $8.3M
Atlantic Union Bankshares Corp 0.50% Reduce -54.2% 28,723 $8.3M
DHK Financial Advisors, Inc. 4.53% Add +4.1% 28,675 $8.3M
Alexis Investment Partners, LLC 3.95% Add +5.3% 29,066 $8.3M
CreativeOne Wealth, LLC 0.25% Add +4.5% 28,479 $8.2M
Skylands Capital, LLC 1.18% Reduce -3.5% 28,450 $8.2M
LS Investment Advisors, LLC 1.25% Reduce -8.5% 28,266 $8.1M
Circle Wealth Management, LLC 0.19% Add +7.0% 28,224 $8.1M
FineMark National Bank & Trust 0.30% Add +0.5% 28,191 $8.1M
Genesis Private Wealth, LLC 4.30% Add +4.0% 28,116 $8.1M
Summit Trail Advisors, LLC 0.27% Add +33.3% 28,083 $8.1M
North Star Investment Management Corp. 0.59% Reduce -0.2% 28,002 $8.1M
Heritage Wealth Partners, LLC 12.18% Add +262.1% 27,733 $8.0M
Sequent Planning LLC 2.87% Add +11.8% 27,633 $8.0M
CPR Investments Inc. 7.02% Reduce -17.9% 27,470 $7.9M
Princeton Global Asset Management LLC 1.56% Add +7.1% 27,310 $7.9M
LFA - Lugano Financial Advisors SA 5.34% Reduce -0.4% 27,265 $7.9M
Transcend Capital Advisors, LLC 0.56% Add +369.1% 121,420 $7.8M
World Investment Advisors 0.20% Add +10.5% 26,867 $7.7M
Cranbrook Wealth Management, LLC 1.78% Reduce -0.1% 26,550 $7.7M
AAF Wealth Management, LLC 4.09% Add +10.5% 26,268 $7.6M
Maridea Wealth Management LLC 2.47% Add +12.2% 26,261 $7.6M
Ingalls & Snyder LLC 0.25% Reduce -2.5% 26,198 $7.5M
Barry Investment Advisors, LLC 2.00% Reduce -3.9% 26,093 $7.5M
Brookwood Investment Group LLC 1.29% — 26,081 $7.5M
Man Group plc 0.02% New 26,028 $7.5M
E&G Advisors, LLC 2.11% Add +5.1% 26,028 $7.5M
Nvwm, LLC 1.96% Add +0.7% 25,659 $7.4M
SVB Wealth LLC 0.30% Reduce -1.2% 25,351 $7.3M
Citizens Financial Group Inc. 0.14% Add +34.6% 25,348 $7.3M
Nomura Asset Management Co. Ltd. 0.02% Reduce -4.2% 25,200 $7.3M
Milestone Asset Management, LLC 1.55% Add +119.8% 25,183 $7.3M
Metavasi Capital LP 4.58% New 25,000 $7.2M
Virtue Capital Management, LLC 0.84% Add +3.9% 24,945 $7.2M
Moneco Advisors, LLC 0.74% Add +0.0% 24,929 $7.2M
Narus Financial Partners, LLC 2.43% Add +10.7% 24,751 $7.1M
Greykasell Wealth Strategies, Inc. 3.81% Add +7.3% 24,747 $7.1M
Balboa Wealth Partners 1.72% Add +9.8% 24,663 $7.1M
Heritage Oak Wealth Advisors LLC 3.14% Add +64.5% 24,645 $7.1M
Partners Capital Investment Group, LLP 0.12% Add +100.0% 24,620 $7.1M
J. Safra Sarasin Holding AG 0.13% Add +314.7% 24,544 $7.1M
Schwartz Investment Counsel Inc. 0.24% No change 24,344 $7.0M
Neumeier Poma Investment Counsel LLC 0.75% New 24,295 $7.0M
Trilogy Capital Inc. 0.37% Add +1312.9% 24,287 $7.0M
Spire Wealth Management 0.22% Add +139.7% 24,283 $7.0M
Bellecapital International Ltd. 1.40% Reduce -0.9% 24,241 $7.0M
Beacon Capital Management, Inc. 0.35% Add +6.9% 22,996 $7.0M
VestGen Advisors, LLC 0.32% — 24,176 $7.0M
Cohen & Steers, Inc. 0.01% Add +2.1% 24,175 $7.0M
Journey Advisory Group, LLC 0.57% Add +14.4% 24,155 $7.0M
Ssa Swiss Advisors AG 3.55% — 24,101 $6.9M
Associated Banc-Corp 0.21% Add +6.3% 24,058 $6.9M
Trivium Point Advisory, LLC 0.86% Add +18.8% 23,965 $6.9M
Merit Financial Group, LLC 0.10% Reduce -28.3% 23,945 $6.9M
Dakota Wealth Management 0.16% Add +1.7% 23,744 $6.8M
Fairview Capital Investment Management, LLC 0.36% Add +0.1% 23,702 $6.8M
St. Johns Investment Management Company, LLC 3.37% Reduce -2.3% 23,658 $6.8M
Agf Management Ltd. 0.04% No change 23,630 $6.8M
Western Wealth Management, LLC 0.45% Reduce -5.7% 23,604 $6.8M
Bank of Nova Scotia 0.02% Add +659.1% 23,518 $6.8M
Oxler Private Wealth LLC 2.37% Reduce -4.3% 23,397 $6.7M
Debussy Capital Management LP 1.08% Reduce -1.6% 23,341 $6.7M
Capital Wealth Planning, LLC 0.06% Add +73.8% 23,305 $6.7M
Tamar Securities, LLC 0.91% Add +29.3% 23,304 $6.7M
Versant Capital Management, Inc 1.13% No change 23,276 $6.7M
Petra Financial Advisors Inc. 5.47% Reduce -2.8% 23,156 $6.7M
IronBridge Private Wealth, LLC 2.63% Reduce -51.2% 23,147 $6.7M
Boothbay Fund Management, LLC 0.24% Add +107.3% 22,939 $6.6M
NewEdge Wealth, LLC 0.12% Add +0.3% 22,882 $6.6M
Consilium Wealth Advisory, LLC 3.30% Add +7.7% 22,879 $6.6M
5th Street Advisors, LLC 3.18% Reduce -11.5% 22,869 $6.6M
Savant Capital, LLC 0.06% Reduce -27.4% 22,683 $6.5M
Basso Capital Management, L.P. 5.56% Add +12.2% 22,651 $6.5M
Aptus Capital Advisors, LLC 0.07% Reduce -0.7% 22,647 $6.5M
Reyes Financial Architecture, Inc. 4.76% Add +349.6% 22,437 $6.5M
Joule Financial, LLC 2.27% Reduce -47.3% 22,437 $6.5M
Benson Investment Management Company, Inc. 2.82% Reduce -0.2% 22,405 $6.5M
Baron Financial Group, LLC 4.06% Reduce -1.6% 22,373 $6.4M
Joel Isaacson & Co., LLC 0.29% Add +19.4% 22,361 $6.4M
Becker Capital Management Inc. 0.21% Add +0.1% 22,342 $6.4M
Muhlenkamp & Co. Inc. 2.10% Add +1.1% 22,328 $6.4M
Sharp Wealth Advisory, LLC 4.90% Add +0.9% 22,211 $6.4M
Janus Henderson Group PLC 0.00% Add +182.1% 22,301 $6.3M
Wesbanco Bank Inc. 0.22% Add +2.0% 21,909 $6.3M
Perissos Private Wealth Management, LLC 5.74% Add +72.4% 21,862 $6.3M
Williams Jones Wealth Management, LLC. 0.08% Add +10.1% 21,762 $6.3M
Harvest Fund Management Co., Ltd 0.31% Reduce -11.5% 21,589 $6.2M
Elevation Point Wealth Partners, LLC 0.53% Add +5.8% 21,533 $6.2M
Westside Investment Management, Inc. 1.32% Reduce -1.6% 21,526 $6.2M
Elevatus Welath Management 3.48% Add +2035.4% 21,333 $6.1M
TCTC Holdings, LLC 0.21% Add +2.0% 21,182 $6.1M
Fox Hill Wealth Management 3.60% Add +18.6% 21,171 $6.1M
Eagle Strategies LLC 1.06% Add +2.0% 21,106 $6.1M
WealthBridge Capital Management, LLC 1.72% Add +1.5% 21,100 $6.1M
Andrew Hill Investment Advisors, Inc. 5.84% New 20,956 $6.0M
Sowell Financial Services LLC 0.27% Reduce -21.4% 20,897 $6.0M
Callan Family Office, LLC 0.45% No change 20,735 $6.0M
Howland Capital Management LLC 0.27% No change 20,720 $6.0M
Renaissance Technologies 0.01% Reduce -58.5% 20,700 $6.0M
Senator Investment Group LP 0.32% Reduce -3.0% 20,659 $6.0M
McBroom & Associates, LLC 3.40% Reduce -1.1% 20,629 $5.9M
Koshinski Asset Management, Inc. 0.50% Add +12.3% 20,579 $5.9M
Cary Street Partners Financial LLC 0.19% Add +45.9% 20,524 $5.9M
Cumberland Partners Ltd 0.46% Add +74.1% 20,515 $5.9M
Wealthcare Advisory Partners LLC 0.16% Add +8.7% 20,330 $5.9M
North Star Asset Management Inc. 0.26% Add +1.6% 20,139 $5.8M
Financial Counselors Inc. 0.09% Add +13.5% 20,066 $5.8M
Zacks Investment Management 0.05% Reduce -2.6% 20,008 $5.8M
Maplelane Capital, LLC 0.54% Add +64.9% 20,000 $5.8M
National Philanthropic Trust 0.09% Add +8.8% 19,968 $5.8M
Mutual Advisors, LLC 0.16% Reduce -19.1% 18,870 $5.8M
Walleye Capital LLC 0.07% Reduce -8.9% 19,883 $5.7M
Silver Oak Securities, Incorporated 0.54% Add +14.5% 20,142 $5.7M
Cloverfields Capital Group, LP 1.88% Reduce -1.6% 19,785 $5.7M
Deane Retirement Strategies, Inc. 2.71% Add +2.8% 19,777 $5.7M
Baker Tilly Wealth Management, LLC 2.22% Reduce -2.1% 19,674 $5.7M
Alpha Advisors, LLC 4.91% Add +3.0% 19,574 $5.6M
Evelyn Partners Investment Management LLP 0.19% Add +0.1% 19,537 $5.6M
Delos Wealth Advisors, LLC 4.45% Add +0.4% 19,507 $5.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.98% Add +0.5% 19,436 $5.6M
TigerOak Management, L.L.C. 2.16% Reduce -0.2% 19,396 $5.6M
Latitude Advisors, LLC 3.23% Add +23.9% 19,305 $5.6M
Wedbush Securities Inc. 0.20% Reduce -0.6% 19,200 $5.5M
Modera Wealth Management, LLC 0.07% Add +6.8% 19,197 $5.5M
Banque Pictet & Cie SA 0.06% Reduce -20.6% 19,270 $5.5M
Choreo, LLC 0.09% Add +8.2% 19,169 $5.5M
RFG Advisory, LLC 0.15% Reduce -0.2% 19,139 $5.5M
Pine Valley Investments Ltd Liability Co 0.35% Reduce -4.2% 19,116 $5.5M
Tepp RIA, LLC 7.48% Add +509.5% 19,107 $5.5M
Kingswood Wealth Advisors, LLC 0.50% Reduce -0.1% 19,116 $5.5M
Texas Yale Capital Corp. 0.22% Add +0.8% 18,990 $5.5M
Smart Money Group LLC 1.85% Add +31.1% 18,915 $5.5M
Cape Cod Five Cents Savings Bank 0.50% No change 22,407 $5.4M
M Holdings Securities, Inc. 0.91% Add +8.3% 18,893 $5.4M
Cullen/Frost Bankers, Inc. 0.08% Add +12.5% 18,845 $5.4M
Amundi 0.00% Add +680.4% 18,925 $5.4M
Carr Financial Group Corp 1.76% Add +19.2% 18,631 $5.4M
Good Life Advisors, LLC 0.38% Add +2.1% 18,614 $5.4M
Whittier Trust Co. 0.07% Reduce -5.5% 18,509 $5.3M
Afg Fiduciary Services Limited Partnership 3.90% Add +0.4% 18,604 $5.3M
Allie Family Office LLC 2.91% Add +11.0% 18,425 $5.3M
BlueChip Wealth Advisors LLC 2.60% Add +0.7% 18,407 $5.3M
Investment Management Corp. /Va/ 4.78% Reduce -1.0% 18,397 $5.3M
Highview Capital Management LLC 2.22% Reduce -4.0% 18,366 $5.3M
IFP Advisors, Inc 0.16% Reduce -24.7% 18,308 $5.3M
Transce3nd, LLC 2.35% Reduce -4.1% 18,290 $5.3M
Oppenheimer & Close, LLC 4.34% Reduce -7.8% 18,263 $5.3M
Ariston Services Group 4.40% Reduce -0.1% 18,256 $5.3M
Lifeworks Advisors, LLC 0.87% Add +140.2% 18,249 $5.3M
Quintet Private Bank (Europe) S.A. 0.31% Reduce -6.0% 18,095 $5.2M
DCF Advisers, LLC 2.79% No change 18,000 $5.2M
Cabot Wealth Management Inc. 0.66% Add +0.6% 17,895 $5.2M
Segment Wealth Management, LLC 0.35% Add +5.9% 17,860 $5.1M
Sepio Capital, LP 0.41% Add +5.1% 17,839 $5.1M
Quent Capital, LLC 0.54% Add +0.6% 17,780 $5.1M
HCR Wealth Advisors 0.67% Add +5.5% 17,776 $5.1M
Integrity Alliance, Llc. 0.20% Add +649.3% 17,743 $5.1M
Montag A & Associates Inc. 0.26% Add +1.1% 17,660 $5.1M
Hamel Associates, Inc. 1.73% Add +33.9% 17,658 $5.1M
Freestone Capital Holdings, LLC 0.19% Add +10.4% 17,548 $5.1M
Norris Financial Group, LLC 2.35% Reduce -2.5% 17,506 $5.0M
Confluence Wealth Services, Inc. 0.32% Add +7.1% 16,467 $5.0M
Harbor Investment Advisory, LLC 0.49% Reduce -1.4% 17,344 $5.0M
IFG Advisory, LLC 0.28% Add +1.0% 17,272 $5.0M
McGuire Investment Group, LLC 0.74% Add +358.7% 17,188 $5.0M
Rakuten Securities, Inc. 2.49% Add +1959.1% 17,152 $4.9M
Weatherly Asset Management L. P. 0.44% Reduce -0.3% 17,045 $4.9M
Krilogy Financial LLC 0.32% Add +27.7% 17,038 $4.9M
Regal Investment Advisors LLC 0.40% Reduce -3.3% 16,940 $4.9M
BigSur Wealth Management LLC 1.32% No change 16,915 $4.9M
Twelve Points Wealth Management LLC 1.32% Reduce -3.7% 16,840 $4.9M
Refined Wealth Management 3.96% Reduce -33.2% 16,787 $4.8M
Balefire, LLC 1.65% Reduce -13.0% 16,731 $4.8M
Thompson Siegel & Walmsley LLC 0.08% Reduce -2.3% 16,713 $4.8M
Wisconsin Wealth Advisors, LLC 6.90% Reduce -0.1% 16,663 $4.8M
Ethos Financial Group, LLC 0.46% Add +0.9% 17,065 $4.8M
FMR LLC 0.00% Add +10.5% 16,569 $4.8M
Union Bancaire Privee, UBP SA 0.09% Reduce -50.6% 17,441 $4.8M
Kiley Juergens Wealth Management, LLC 1.26% Reduce -1.4% 16,456 $4.7M
YHB Investment Advisors, Inc. 0.39% Add +2.6% 16,370 $4.7M
International Assets Investment Management, LLC 0.41% Add +19.2% 16,332 $4.7M
Olympus Wealth Management, LLC 2.06% Reduce -62.7% 16,320 $4.7M
Coastal Bridge Advisors, LLC 0.67% Add +79.0% 16,317 $4.7M
Members Advisory Group LLC 1.96% Add +23.2% 16,287 $4.7M
Zeit Capital LLC 3.61% Reduce -0.7% 16,285 $4.7M
Colonial Trust Advisors 0.42% Add +14.4% 16,260 $4.7M
NWF Advisory Services Inc. 0.66% Reduce -11.0% 16,249 $4.7M
Evergreen Capital Management LLC 0.16% Reduce -5.0% 16,190 $4.7M
Hibernia Wealth Partners, LLC 3.31% Add +29.3% 16,165 $4.7M
Plan Group Financial, LLC 1.66% Add +178.8% 16,159 $4.7M
Rehmann Capital Advisory Group 0.29% Reduce -1.0% 16,137 $4.6M
Lynx Investment Advisory 3.10% Reduce -9.1% 16,123 $4.6M
Glenorchy Capital Ltd 3.46% Reduce -2.0% 16,110 $4.6M
SeaCrest Wealth Management, LLC 0.53% Add +7.9% 16,110 $4.6M
Arkfeld Wealth Strategies, L.L.C. 1.99% Reduce -0.1% 16,100 $4.6M
World Equity Group, Inc. 1.31% Reduce -43.5% 16,146 $4.6M
Turim 21 Investimentos Ltda. 1.23% New 15,857 $4.6M
Hollow Brook Wealth Management LLC 1.35% Reduce -2.1% 15,829 $4.6M
Farther Finance Advisors, LLC 0.12% Add +175.4% 15,790 $4.5M
Atticus Wealth Management, LLC 1.48% Reduce -3.3% 15,712 $4.5M
Mma Asset Management LLC 1.90% Add +6.1% 15,683 $4.5M
Tyler-Stone Wealth Management 0.81% Add +5.1% 15,656 $4.5M
RoundAngle Advisors LLC 4.14% Add +3.1% 15,654 $4.5M
Whittier Trust Co. of Nevada Inc. 0.11% Add +8.3% 15,647 $4.5M
Curran Financial Partners, LLC 1.10% Add +69.4% 15,562 $4.5M
Pinnacle Financial Group, LLC / IL 1.63% Add +0.0% 15,529 $4.5M
Matauro, LLC 0.91% Reduce -0.7% 15,522 $4.5M
Titan Global Capital Management USA LLC 0.92% Add +117.3% 15,517 $4.5M
Florida Trust Wealth Management Co 0.14% Add +207.3% 15,476 $4.5M
Gould Capital, LLC 3.11% Reduce -17.5% 15,438 $4.4M
Wise Wealth Partners 10.59% Add +34.2% 15,380 $4.4M
MacKay Shields LLC 0.86% Reduce -39.5% 15,336 $4.4M
Semmax Financial Advisors Inc. 1.19% Add +12.4% 14,379 $4.4M
Copia Wealth Management 4.08% Add +4.9% 15,296 $4.4M
Clear Creek Financial Management, LLC 0.46% Add +27.2% 15,287 $4.4M
1ST Source Bank 0.26% Add +28.3% 15,277 $4.4M
Scholtz & Company, LLC 2.17% Reduce -0.7% 15,242 $4.4M
Mayflower Financial Advisors, LLC 0.67% Reduce -0.2% 15,232 $4.4M
Geneos Wealth Management Inc. 0.15% Add +28.1% 15,161 $4.4M
GoalFusion Wealth Management, LLC 2.38% Reduce -1.3% 15,120 $4.4M
Centennial Bank 2.07% Reduce -3.1% 15,087 $4.3M
Regions Financial Corp. 0.03% Reduce -0.8% 15,085 $4.3M
Bell & Brown Wealth Advisors, LLC 1.69% Add +2.9% 15,079 $4.3M
Fire Capital Management LLC 3.19% Add +6.8% 15,078 $4.3M
ROI Financial Advisors, LLC 3.15% Add +1.0% 15,041 $4.3M
Savvy Advisors, Inc. 0.44% Reduce -8.2% 15,021 $4.3M
Sound View Wealth Advisors Group, LLC 0.35% Add +2.3% 15,017 $4.3M
Consolidated Investment Group LLC 0.66% No change 15,000 $4.3M
Aspire Capital Advisors LLC 1.29% New 14,963 $4.3M
Retirement Planning Group, LLC 0.20% Reduce -2.8% 14,915 $4.3M
Wealth Management Associates, Inc. 1.84% Add +4.5% 14,908 $4.3M
Aries Wealth Management 1.16% Add +2.3% 14,843 $4.3M
One Capital Management, LLC 0.14% Add +126.9% 14,831 $4.3M
Pointe Capital Management LLC 2.49% Add +3.4% 14,797 $4.3M
Lodestar Private Asset Management LLC 0.54% Reduce -1.8% 14,783 $4.3M
Prosperity Consulting Group, LLC 0.33% Add +6.3% 14,780 $4.3M
Alaethes Wealth, LLC 1.56% Add +1.8% 14,755 $4.3M
Texas Bank & Trust Co 1.79% Reduce -2.7% 14,698 $4.2M
White Pine Capital LLC 1.46% Add +0.7% 14,614 $4.2M
Flagship Harbor Advisors, LLC 0.22% Reduce -14.5% 14,588 $4.2M
Flagship Wealth Advisors, LLC 1.76% Add +47.4% 14,540 $4.2M
Acas, LLC 3.19% Add +15.2% 14,082 $4.2M
Wealth Advisory Solutions, LLC 1.11% Add +0.0% 14,505 $4.2M
Equita Financial Network, Inc. 1.46% No change 14,500 $4.2M
Sharkey, Howes & Javer 0.60% Add +22.8% 14,449 $4.2M
Wells Financial Advisors INC 5.74% Add +8.3% 14,440 $4.2M
Alliance Wealth Advisors, LLC 2.44% Reduce -8.2% 14,414 $4.2M
Consolidated Portfolio Review Corp 0.67% Add +2.5% 14,401 $4.1M
Moors & Cabot, Inc. 0.21% Add +1.4% 14,398 $4.1M
TRUE Private Wealth Advisors 0.50% Reduce -3.3% 14,383 $4.1M
Narwhal Capital Management 0.37% Reduce -1.6% 14,359 $4.1M
Northeast Financial Group, Inc. 1.53% Reduce -4.6% 14,280 $4.1M
Ancora Advisors LLC 0.09% Add +0.7% 14,252 $4.1M
AGH Wealth Advisors, LLC 3.92% Add +20.6% 14,103 $4.1M
Signaturefd, LLC 0.08% Add +0.3% 14,068 $4.1M
MinichMacGregor Wealth Management, LLC 0.91% Add +2.0% 14,028 $4.0M
Clark Wealth Partners 2.99% Reduce -10.0% 14,003 $4.0M
Macroview Investment Management LLC 3.79% Add +2.7% 13,964 $4.0M
Sterling Financial Planning, Inc. 1.45% Reduce -4.8% 13,923 $4.0M
Smith, Moore & Co. 0.37% Add +4.4% 13,908 $4.0M
Ariadne Wealth Management, LP 2.09% Add +39.5% 13,060 $4.0M
Orion Porfolio Solutions, LLC 0.04% Add +16.1% 13,837 $4.0M
Orion Portfolio Solutions, LLC 0.04% Add +16.1% 13,837 $4.0M
Arcus Capital Partners, LLC 1.60% Add +176.3% 13,797 $4.0M
Prostatis Group LLC 1.25% Reduce -34.3% 13,790 $4.0M
Golden State Wealth Management, LLC 0.59% Add +3.9% 13,683 $3.9M
Avior Wealth Management, LLC 0.15% Add +4.1% 13,655 $3.9M
Game Creek Capital, LP 2.46% Reduce -12.8% 13,625 $3.9M
Capital Advisory Group Advisory Services, LLC 1.49% Reduce -35.8% 13,592 $3.9M
Daiwa Securities Group Inc. 0.02% Reduce -2.2% 13,550 $3.9M
CSS LLC 0.78% No change 13,500 $3.9M
Sfmg, LLC 0.31% Reduce -2.3% 13,431 $3.9M
Nokomis Capital, L.L.C. 1.67% Add +19.1% 13,417 $3.9M
Empowered Funds, LLC 0.05% New 13,286 $3.8M
Sound Income Strategies, LLC 0.23% Reduce -5.0% 13,262 $3.8M
BOK Financial Private Wealth, Inc. 0.29% Add +7.9% 13,244 $3.8M
Burns Matteson Capital Management, LLC 2.05% Add +3.9% 13,223 $3.8M
Global Endowment Management, LP 0.49% No change 13,182 $3.8M
E Fund Management Co., Ltd. 0.18% Add +46.2% 13,179 $3.8M
Marathon Trading Investment Management LLC 2.05% Reduce -30.3% 13,154 $3.8M
Caliber Wealth Management, LLC / KS 0.51% — 13,053 $3.8M
Susquehanna International Group, LLP 0.01% Reduce -92.8% 13,001 $3.7M
Headinvest, LLC 0.73% Add +5.0% 12,981 $3.7M
Red Door Wealth Management, LLC 0.55% Add +8.5% 12,958 $3.7M
Sandbox Financial Partners, LLC 1.32% Add +811.6% 12,954 $3.7M
Global Assets Advisory, LLC 0.70% Add +231.4% 13,172 $3.7M
Rye Brook Capital LLC 4.66% Reduce -2.3% 12,900 $3.7M
Argent Trust Co 0.15% Reduce -1.3% 12,796 $3.7M
Evelyn Partners Investment Management Services Ltd 0.60% Reduce -34.2% 12,696 $3.7M
Signal Advisors Wealth, LLC 0.36% Add +21.6% 12,680 $3.7M
Orin Green Financial, LLC 1.72% New 11,552 $3.6M
CMG Global Holdings, LLC 2.37% Reduce -0.5% 11,774 $3.6M
Fort Point Capital Partners LLC 0.41% Reduce -11.5% 12,573 $3.6M
ABLE Financial Group, LLC 1.02% Reduce -29.1% 12,568 $3.6M
Cyndeo Wealth Partners, LLC 0.24% Reduce -2.0% 12,529 $3.6M
Optiver Holding B.V. 0.14% New 12,373 $3.6M
Continuum Advisory, LLC 0.46% Reduce -8.1% 12,327 $3.6M
Deutsche Bank AG 0.00% Reduce -0.1% 12,323 $3.6M
Owen LaRue, LLC 1.76% Add +7.8% 12,293 $3.5M
Personal Cfo Solutions, LLC 0.71% Add +0.1% 12,158 $3.5M
Capital Investment Advisors, LLC 0.07% Add +7.4% 12,133 $3.5M
Ciovacco Capital Management LLC 2.45% Reduce -2.8% 12,116 $3.5M
Aspire Private Capital, LLC 0.87% Reduce -17.4% 12,089 $3.5M
Resolute Wealth Strategies, LLC 1.93% Add +1.9% 12,000 $3.5M
Fiduciary Financial Group, LLC 0.75% Reduce -6.5% 11,811 $3.5M
Verition Fund Management LLC 0.02% Add +183.4% 11,947 $3.4M
Legacy Advisors, LLC 0.35% Reduce -44.7% 11,894 $3.4M
Bath Savings Trust Co 0.35% Add +0.3% 11,837 $3.4M
Towneley Capital Management, Inc / DE 0.80% Reduce -3.1% 11,836 $3.4M
Evexia Wealth LLC 1.24% Reduce -1.7% 11,928 $3.4M
Fortress Private Ledger, LLC 1.90% Add +51.7% 11,794 $3.4M
Pinnacle Associates Ltd. 0.05% Add +0.3% 11,762 $3.4M
Emmett Investment Management, LP 3.08% No change 11,735 $3.4M
Relyea Zuckerberg Hanson LLC 0.45% No change 11,691 $3.4M
RPS Advisory Solutions LLC 2.38% Reduce -0.8% 11,685 $3.4M
Inspire Trust Co, N.A. 0.80% Reduce -6.7% 11,658 $3.4M
Obermeyer Wealth Partners 0.18% Reduce -0.4% 11,632 $3.4M
AdvisorShares Investments LLC 0.65% New 11,610 $3.3M
Apollon Financial, LLC 0.79% Add +9.4% 11,573 $3.3M
Certified Advisory Corp 0.38% Add +9.5% 11,525 $3.3M
OneAscent Financial Services LLC 0.22% Reduce -17.3% 11,498 $3.3M
Marathon Capital Management 0.89% Reduce -0.4% 11,483 $3.3M
Beck Mack & Oliver LLC 0.07% No change 11,475 $3.3M
Smith Anglin Financial, LLC 0.35% Add +120.8% 11,459 $3.3M
IPG Investment Advisors LLC 0.75% Add +4.4% 11,453 $3.3M
Peddock Capital Advisors, LLC 0.83% Add +3.1% 11,391 $3.3M
Camarda Financial Advisors, LLC 1.47% Reduce -8.7% 11,327 $3.3M
Strategic Investment Solutions, Inc. 0.95% Add +25.4% 11,221 $3.3M
Brighton Jones LLC 0.10% Add +0.2% 11,264 $3.2M
Old National Bancorp 0.08% Add +2.4% 11,213 $3.2M
United Capital Financial Advisors, LLC 0.03% Add +15.3% 11,113 $3.2M
Charter Research & Investment Group, Inc. 2.43% Add +0.1% 11,031 $3.2M
Luminist Capital LLC 3.42% Add +302.9% 11,016 $3.2M
Avalon Trust Co 0.25% Add +18.1% 10,967 $3.2M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +14.3% 10,944 $3.2M
Helium Advisors LLC 2.29% Add +9.5% 10,941 $3.2M
MBL Wealth, LLC 0.32% Reduce -2.7% 10,941 $3.2M
Shikiar Asset Management Inc. 1.05% Reduce -10.3% 10,927 $3.1M
D.B. Root & Company, LLC 1.01% Add +18.0% 10,863 $3.1M
SS&H Financial Advisors, Inc. 1.17% No change 10,849 $3.1M
Optimum Investment Advisors 1.47% Add +1.6% 10,843 $3.1M
Centricity Wealth Management, LLC 2.83% Add +3.3% 10,819 $3.1M
Newman Dignan & Sheerar, Inc. 0.85% Reduce -3.2% 10,806 $3.1M
Fermata Advisors, LLC 0.56% Add +1.1% 10,788 $3.1M
Professional Financial Advisors, LLC 0.78% Add +3.9% 10,699 $3.1M
Sheets Smith Wealth Management 0.38% Add +1.1% 10,631 $3.1M
Annandale Capital, LLC 0.57% No change 10,606 $3.1M
MRP Capital Investments, LLC 2.86% Reduce -2.5% 10,605 $3.1M
Centric Wealth Management 0.80% Add +0.2% 10,602 $3.1M
Cowa, LLC 1.30% Reduce -7.0% 10,588 $3.1M
Cannell & Spears LLC 0.07% Reduce -1.2% 10,576 $3.0M
Granite Bay Wealth Management, LLC 1.06% Add +1.5% 10,565 $3.0M
Montis Financial, LLC 0.89% Reduce -0.1% 10,558 $3.0M
Independent Wealth Network Inc. 1.21% Add +5.2% 10,518 $3.0M
Ulysses Management LLC 0.76% No change 10,500 $3.0M
Noble Wealth Management PBC 2.06% Reduce -1.6% 10,464 $3.0M
Sendero Wealth Management, LLC 0.42% Reduce -21.4% 10,457 $3.0M
Solstein Capital, LLC 1.75% Add +0.2% 10,420 $3.0M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -48.2% 10,396 $3.0M
Tandem Financial, LLC 3.24% Add +0.4% 10,331 $3.0M
Summit Financial Strategies, Inc. 0.30% Add +2.5% 10,331 $3.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.85% Add +30.4% 10,300 $3.0M
Valeo Financial Advisors, LLC 0.08% Add +13.7% 10,253 $3.0M
Flputnam Investment Management Co. 0.06% Reduce -4.1% 10,244 $3.0M
Modern Wealth Management, LLC 0.09% Add +15.9% 10,214 $2.9M
MGB Wealth Management, LLC 1.06% Add +8.3% 10,210 $2.9M
Westbourne Investments, Inc. 1.78% Reduce -0.5% 10,204 $2.9M
Kovack Advisors, Inc. 0.31% Add +2.0% 10,193 $2.9M
First Citizens Bank & Trust Co. 0.07% Add +0.1% 10,192 $2.9M
Seaview Investment Managers LLC 0.71% Add +53.8% 10,140 $2.9M
Cornerstone Wealth Management, LLC 0.20% Add +4.0% 10,110 $2.9M
Bridgewater Advisors Inc. 0.25% Reduce -7.3% 9,515 $2.9M
Gouws Capital LLC 1.90% No change 10,100 $2.9M
Weaver Consulting Group 0.87% Add +0.1% 10,058 $2.9M
Private Wealth Partners, LLC 0.24% No change 10,056 $2.9M
Private Trust Co. NA 0.30% Add +9.1% 10,033 $2.9M
Seamount Financial Group Inc. 1.97% Add +0.6% 10,026 $2.9M
EPG Wealth Management LLC 0.80% Add +3.6% 9,971 $2.9M
Midwest Professional Planners, LTD. 0.89% Reduce -11.1% 9,956 $2.9M
Flagship Private Wealth, LLC 1.37% Add +10.1% 9,950 $2.9M
Palisades Hudson Asset Management, L.P. 1.30% Reduce -6.1% 9,943 $2.9M
Samalin Investment Counsel, LLC 1.16% Add +153.7% 9,905 $2.9M
Farmers Trust Co. 0.53% Reduce -1.1% 9,859 $2.8M
Fisher Asset Management 0.00% Add +108.9% 9,845 $2.8M
Empirical Asset Management, LLC 0.97% Reduce -36.9% 9,841 $2.8M
Coordinated Financial Services, Inc. 2.20% — 9,809 $2.8M
Peregrine Asset Advisers, Inc. 1.05% Add +218.9% 9,761 $2.8M
USAdvisors Wealth Management, LLC 0.98% Add +16.4% 9,725 $2.8M
Integrated Investment Consultants, LLC 0.56% Reduce -16.7% 9,695 $2.8M
Strategic Financial Concepts, LLC 0.52% Add +2.6% 9,674 $2.8M
CI Investments Inc. 0.01% No change 9,642 $2.8M
Thoroughbred Financial Services, LLC 0.17% Add +5.6% 9,633 $2.8M
BBR Partners, LLC 0.20% No change 9,629 $2.8M
Dorsey Wright & Associates 0.70% Reduce -2.4% 9,491 $2.7M
Flagstar Securities, Inc. 0.70% Add +5.4% 9,439 $2.7M
44 Wealth Management LLC 1.02% Add +30.4% 9,430 $2.7M
Intellectus Partners, LLC 0.67% Reduce -45.5% 9,425 $2.7M
Fourth Dimension Wealth, LLC 1.31% Reduce -6.0% 9,412 $2.7M
Capula Management Ltd 0.02% New 9,387 $2.7M
JTC Employer Solutions Trustee Ltd 0.22% Reduce -92.5% 9,376 $2.7M
Apella Capital, LLC 0.09% Add +3.5% 9,463 $2.7M
Landmark Wealth Management, Inc. 1.29% Reduce -11.0% 9,366 $2.7M
Corundum Group, Inc. 1.29% Reduce -38.3% 9,364 $2.7M
Trust Co. of Vermont 0.13% Add +2.2% 9,341 $2.7M
Laurel Wealth Advisors LLC 0.42% Reduce -2.3% 9,327 $2.7M
Emergent Wealth Advisors, LLC 1.94% Reduce -0.8% 9,306 $2.7M
NBT Bank, N.A. 0.19% Add +5.3% 9,292 $2.7M
Hanson & Doremus Investment Management 0.39% No change 9,239 $2.7M
New England Private Wealth Advisors LLC 0.41% Add +10.4% 9,230 $2.7M
EverSource Wealth Advisors, LLC 0.15% Reduce -5.9% 9,201 $2.7M
Connective Portfolio Management, LLC 8.91% Add +61.8% 9,165 $2.6M
Jackson Square Capital, LLC 0.86% Add +816.3% 9,163 $2.6M
Parcion Private Wealth LLC 0.21% Reduce -3.3% 9,154 $2.6M
Simplicity Wealth,LLC 0.20% Add +192.8% 9,144 $2.6M
Trust Co. of Toledo NA 0.35% Add +5.3% 9,079 $2.6M
Patrick Mauro Investment Advisor, INC. 1.43% Reduce -4.8% 9,073 $2.6M
Quest 10 Wealth Builders, Inc. 2.80% Reduce -11.7% 9,067 $2.6M
Empower Advisory Group, LLC 0.01% Reduce -0.0% 9,066 $2.6M
Walkner Condon Financial Advisors LLC 0.53% Reduce -9.9% 9,034 $2.6M
Firestone Capital Management 0.68% Add +4.1% 9,018 $2.6M
Gradient Capital Advisors, LLC 0.85% Add +56.7% 9,001 $2.6M
Amplius Wealth Advisors, LLC 0.27% Reduce -3.1% 8,998 $2.6M
Roundview Capital LLC 0.19% Reduce -7.2% 8,992 $2.6M
Austin Private Wealth, LLC 0.23% Add +202.3% 8,953 $2.6M
First Bank & Trust 0.50% No change 8,940 $2.6M
Westfuller Advisors, LLC 1.71% Add +1.0% 8,899 $2.6M
Clare Market Investments LLC 0.67% Add +34.1% 8,770 $2.5M
Verus Capital Partners, LLC 0.25% Reduce -8.3% 8,768 $2.5M
SMART Wealth LLC 0.90% Reduce -6.1% 8,755 $2.5M
Altura Wealth Advisors Inc. 1.67% Add +15.0% 8,743 $2.5M
Wellington Shields Capital Management, LLC 0.45% Reduce -91.8% 8,689 $2.5M
Augustine Asset Management Inc. 0.73% Reduce -0.6% 8,682 $2.5M
Principal Securities, Inc. 0.06% Add +0.3% 10,301 $2.5M
Broyhill Asset Management, LLC 2.03% No change 8,655 $2.5M
Mainstay Capital Management LLC 0.34% Add +70.9% 8,655 $2.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.20% Add +409.0% 8,632 $2.5M
Ewing Morris & Co. Investment Partners Ltd. 0.78% No change 6,545 $2.5M
Mission Creek Capital Partners, Inc. 0.60% Reduce -0.9% 8,547 $2.5M
Mission Wealth Management, LP 0.06% Add +48.6% 8,524 $2.5M
West Coast Financial LLC 0.28% Add +4.6% 8,495 $2.4M
Geneva Partners, LLC 1.25% Add +0.2% 8,433 $2.4M
Moneta Group Investment Advisors LLC 0.03% Reduce -0.7% 8,421 $2.4M
McRae Capital Management Inc. 0.51% No change 8,410 $2.4M
Main Street Financial Solutions, LLC 0.21% Add +136.5% 8,366 $2.4M
Nadler Financial Group, Inc. 0.27% Add +0.7% 8,358 $2.4M
Calton & Associates, Inc. 0.55% Add +37.4% 8,351 $2.4M
Compass Ion Advisors, LLC 0.28% Reduce -2.4% 8,314 $2.4M
Financial Guidance Group, Inc. 1.29% Reduce -1.4% 8,306 $2.4M
Highline Wealth Partners LLC 0.81% Reduce -2.2% 8,305 $2.4M
Penn Davis McFarland Inc. 0.28% Reduce -0.0% 8,242 $2.4M
Centennial Wealth Advisory LLC 0.86% Reduce -2.7% 8,236 $2.4M
Brendel Financial Advisors LLC 1.44% Reduce -4.5% 8,227 $2.4M
FreeGulliver LLC 1.20% No change 8,221 $2.4M
Baker Ellis Asset Management LLC 0.34% Add +3.8% 8,199 $2.4M
Raleigh Capital Management Inc. 1.07% Reduce -27.0% 8,197 $2.4M
Creekside Partners 1.23% Reduce -0.2% 8,175 $2.4M
AlphaStar Capital Management, LLC 0.24% Add +7.8% 8,168 $2.4M
Bluesphere Advisors LLC 1.34% Add +442.7% 8,151 $2.3M
Nicholas Hoffman & Company, LLC. 0.09% Reduce -0.3% 8,133 $2.3M
Visionary Wealth Advisors 0.14% Add +99.5% 8,121 $2.3M
Austin Wealth Management, LLC 0.47% Reduce -0.1% 7,543 $2.3M
Accel Wealth Management 0.84% Add +35.4% 8,049 $2.3M
NavPoint Financial, Inc. 1.63% No change 8,040 $2.3M
Americana Partners, LLC 0.09% Reduce -0.1% 8,024 $2.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 7,612 $2.3M
Grey Ledge Advisors, LLC 0.61% Add +0.0% 8,020 $2.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 8,007 $2.3M
Peak Planning Group, LLC 0.96% Reduce -2.8% 7,953 $2.3M
Clear Harbor Asset Management, LLC 0.18% Add +5.5% 7,940 $2.3M
Capital Group Private Client Services, Inc. 0.02% Add +22.7% 7,889 $2.3M
Hutchens & Kramer Investment Management Group, LLC 1.25% Add +11.6% 7,882 $2.3M
Procyon Advisors, LLC 0.14% Reduce -0.3% 7,855 $2.3M
Simon Quick Advisors, LLC 0.13% Add +27.9% 7,838 $2.3M
RPG Investment Advisory, LLC 0.16% Add +86.9% 7,828 $2.3M
Castle Rock Wealth Management, LLC 0.61% Add +1.0% 7,834 $2.2M
Element Pointe Advisors, LLC 0.55% No change 7,790 $2.2M
Magnus Financial Group LLC 0.22% Add +5.8% 7,780 $2.2M
Tiemann Investment Advisors, LLC 1.01% Reduce -0.2% 7,762 $2.2M
Aua Capital Management, LLC 1.46% Add +10.2% 7,761 $2.2M
Concentrum Wealth Management 0.83% Add +8.6% 7,740 $2.2M
Balanced Wealth Group LLC 1.08% Reduce -8.1% 7,721 $2.2M
Disciplined Investors, L.L.C. 2.00% Add +0.1% 7,678 $2.2M
Quantinno Capital Management LP 0.01% Reduce -1.3% 7,673 $2.2M
Nelson Capital Management, LLC 0.38% Reduce -0.2% 7,658 $2.2M
Leo Wealth, LLC 0.32% Reduce -21.1% 7,642 $2.2M
City Holding Co. 0.31% Add +37.6% 7,615 $2.2M
Keebeck Wealth Management 0.32% Add +17.1% 7,600 $2.2M
Rwa Wealth Partners, LLC 0.03% Add +13.1% 7,566 $2.2M
WealthTrust Asset Management, LLC 1.62% Add +34.2% 7,563 $2.2M
J Hagan Capital, Inc. 1.77% — 8,997 $2.2M
Inspirion Wealth Advisors, LLC 0.30% Add +9.8% 7,526 $2.2M
Discipline Wealth Solutions, LLC 1.03% Add +27.2% 7,520 $2.2M
China Universal Asset Management Co., Ltd. 0.20% Add +67.1% 7,519 $2.2M
Welch Group, LLC 0.09% Reduce -2.2% 7,596 $2.2M
Jeppson Wealth Management, LLC 0.79% No change 7,479 $2.2M
Avidian Wealth Enterprises, LLC 0.10% Reduce -24.5% 7,461 $2.1M
New Wave Wealth Advisors LLC 0.96% Add +44.7% 7,435 $2.1M
Cadent Capital Advisors, LLC 0.81% Add +18.7% 7,412 $2.1M
Fiduciary Family Office, LLC 0.71% Add +150.5% 7,393 $2.1M
Private Harbour Investment Management & Counsel, LLC 2.36% Reduce -8.3% 7,366 $2.1M
Lionsbridge Wealth Management LLC 1.87% Reduce -13.6% 7,308 $2.1M
Encompass Wealth Advisors, LLC 0.86% No change 7,300 $2.1M
Baxter Bros Inc. 0.27% Reduce -1.2% 7,210 $2.1M
Mission Financial Group, LLC 1.92% — 4,821 $2.1M
Summit X, LLC 0.44% Reduce -2.5% 7,183 $2.1M
Natixis 0.01% Reduce -49.2% 7,192 $2.1M
PKS Advisory Services, LLC 0.56% Add +15.9% 7,064 $2.1M
Aberdeen Wealth Management LLC 1.41% No change 7,117 $2.1M
WorthPointe, LLC 0.93% Reduce -29.0% 7,094 $2.0M
WealthShield Partners, LLC 0.26% Add +50.5% 7,082 $2.0M
Modus Advisors, LLC 0.67% Reduce -4.6% 7,078 $2.0M
Synergy Asset Management, LLC 0.26% Reduce -34.9% 7,059 $2.0M
Addison Capital Co 0.79% Reduce -3.4% 7,037 $2.0M
MMBG Investment Advisors Co. 0.23% New 7,010 $2.0M
Gould Asset Management LLC 0.42% Reduce -27.8% 7,007 $2.0M
McHugh Group, LLC 1.55% Reduce -17.7% 6,995 $2.0M
Linden Thomas Advisory Services, LLC 0.26% Add +6.2% 6,993 $2.0M
Platform Technology Partners 0.58% Add +24.2% 6,970 $2.0M
National Wealth Management Group, LLC 1.32% Add +8.9% 6,969 $2.0M
PMV Capital Advisers, LLC 4.86% Reduce -32.2% 6,941 $2.0M
Salus Financial Advisors, LLC 1.50% Reduce -2.3% 6,904 $2.0M
Ion Asset Management Ltd. 0.15% No change 6,895 $2.0M
Schneider Downs Wealth Management Advisors, LP 0.36% Reduce -4.9% 6,891 $2.0M
Excalibur Management Corp. 0.78% Add +3.6% 6,887 $2.0M
Compound Planning, Inc. 0.09% Add +0.5% 6,839 $2.0M
Tyche Wealth Partners LLC 0.43% No change 6,822 $2.0M
Glass Jacobson Investment Advisors llc 0.65% No change 8,114 $2.0M
Lederer & Associates Investment Counsel 1.44% No change 6,815 $2.0M
Leigh Baldwin & Co., LLC 1.58% Reduce -0.6% 6,814 $2.0M
White Lighthouse Investment Management Inc. 0.35% Reduce -3.8% 6,813 $2.0M
Sincerus Advisory, LLC 2.07% Reduce -2.2% 6,800 $2.0M
HBK Sorce Advisory LLC 0.06% Add +5.4% 6,797 $2.0M
Financial Sense Advisors, Inc. 0.56% Add +193.4% 6,795 $2.0M
D'Orazio & Associates, Inc. 0.30% Add +0.1% 6,788 $2.0M
Olde Wealth Management, LLC 0.69% Add +1.0% 6,766 $1.9M
Kercheville Advisors, LLC 0.79% Add +4.4% 6,764 $1.9M
Rebalance, LLC 0.14% Add +1.2% 6,763 $1.9M
Founders Financial Securities LLC 0.16% Add +34.0% 6,291 $1.9M
Perennial Investment Advisors, LLC 0.22% Reduce -0.3% 6,718 $1.9M
Herbst Group, LLC 1.37% New 6,703 $1.9M
Pullen Investment Management, LLC 1.21% Reduce -8.1% 6,667 $1.9M
Pure Financial Advisors, LLC 0.04% Add +7.7% 6,663 $1.9M
Private Wealth Asset Management, LLC 0.28% — 6,661 $1.9M
Carnegie Investment Counsel 0.05% Reduce -1.2% 6,967 $1.9M
Herold Advisors, Inc. 0.42% Reduce -0.8% 6,614 $1.9M
Purkiss Capital Advisors LLC 1.44% Add +17.8% 6,606 $1.9M
Commons Capital, LLC 1.74% Reduce -11.5% 6,586 $1.9M
Pin Oak Investment Advisors Inc. 1.45% Add +7.8% 6,341 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +4.7% 6,571 $1.9M
Oarsman Capital, Inc. 0.34% Reduce -6.8% 6,548 $1.9M
S.A. Mason LLC 0.99% No change 6,503 $1.9M
CMT Capital Markets Trading GmbH 0.77% New 6,500 $1.9M
Financial Management Network Inc. 0.42% No change 6,827 $1.9M
Sovereign Financial Group, Inc. 0.43% Reduce -0.1% 6,471 $1.9M
BOS Asset Management, LLC 0.64% Reduce -0.9% 6,451 $1.9M
Clear Street Derivatives LLC 0.03% New 6,426 $1.9M
Onyx Bridge Wealth Group LLC 0.27% Add +5.5% 6,411 $1.8M
ZEGA Investments, LLC 0.54% New 6,399 $1.8M
KFG Wealth Management, LLC 0.34% Add +2.7% 6,397 $1.8M
Avantax Planning Partners, Inc. 0.07% Reduce -8.1% 6,396 $1.8M
San Luis Wealth Advisors LLC 0.42% No change 6,385 $1.8M
Hodges Capital Management Inc. 0.18% Reduce -20.6% 6,365 $1.8M
BKM Wealth Management, LLC 0.75% Add +9.0% 6,363 $1.8M
Clarus Wealth Advisors 0.98% Reduce -17.4% 6,409 $1.8M
Creative Financial Designs Inc. 0.15% Add +19.8% 6,342 $1.8M
LVM Capital Management Ltd. 0.20% No change 6,325 $1.8M
Pacific Point Advisors, LLC 1.01% No change 6,320 $1.8M
Wealthedge Investment Advisors, LLC 0.82% Reduce -11.6% 6,308 $1.8M
Florida Financial Advisors, LLC 0.71% Add +158.6% 6,263 $1.8M
Good Steward Wealth Advisors,LLC 1.64% — 6,267 $1.8M
Advisors Preferred, LLC 0.24% Add +8.4% 6,266 $1.8M
Capital Advisors Inc. 0.04% Add +73.3% 6,243 $1.8M
Secure Asset Management, LLC 0.36% Add +12.5% 6,243 $1.8M
Maxele Advisors, LLC 1.74% Add +1.2% 6,237 $1.8M
Tidal Investments LLC 0.02% Reduce -49.5% 6,214 $1.8M
TBH Global Asset Management, LLC 0.34% Add +10.2% 6,202 $1.8M
Certuity, LLC 0.19% Add +109.3% 6,199 $1.8M
Allied Investment Advisors, LLC 0.34% New 6,185 $1.8M
Mitchell McLeod Pugh & Williams Inc. 0.37% Reduce -0.5% 6,176 $1.8M
High Net Worth Advisory Group LLC 0.50% No change 6,170 $1.8M
Silverlake Wealth Management LLC 0.68% Add +5.1% 6,144 $1.8M
Crescent Grove Advisors, LLC 0.18% Reduce -0.8% 6,133 $1.8M
Aprio Wealth Management, LLC 0.22% Reduce -1.4% 6,126 $1.8M
Beese Fulmer Investment Management, Inc. 0.15% Add +43.5% 6,063 $1.7M
Phillips Financial Management, LLC 0.13% No change 6,056 $1.7M
SevenBridge Financial Group, LLC 0.34% Reduce -25.4% 5,843 $1.7M
Bison Wealth, LLC 0.16% Add +394.8% 5,769 $1.7M
CRA Financial Services, LLC 0.30% Add +4.1% 6,019 $1.7M
O'shaughnessy Asset Management, LLC 0.01% Add +5.5% 6,018 $1.7M
Inscription Capital, LLC 0.29% — 8,420 $1.7M
Isthmus Partners, LLC 0.22% No change 6,000 $1.7M
Ritholtz Wealth Management 0.05% Reduce -2.3% 5,952 $1.7M
Benin Management CORP 0.49% Add +2.6% 5,943 $1.7M
Bryn Mawr Trust Advisors, LLC 0.10% Add +40.7% 5,940 $1.7M
First Business Financial Services, Inc. 0.17% Add +7.3% 5,900 $1.7M
Gallo Partners, LP 1.13% New 5,898 $1.7M
Harbour Capital Advisors, LLC 0.42% Reduce -7.2% 5,921 $1.7M
Marex Group Ltd 0.03% Reduce -91.4% 5,861 $1.7M
Aspen Investment Management Inc 0.78% Add +0.3% 5,857 $1.7M
Verdence Capital Advisors LLC 0.13% Add +1.5% 5,850 $1.7M
Gables Capital Management Inc. 0.83% Add +2.6% 5,848 $1.7M
Meridian Wealth Advisors, LLC 0.29% Add +5.8% 5,848 $1.7M
LCNB Corp. 0.62% No change 5,832 $1.7M
Composition Wealth, LLC 0.03% Add +15.9% 5,811 $1.7M
Banco BTG Pactual S.A. 0.42% Add +68.1% 5,803 $1.7M
Pegasus Asset Management, Inc. 0.66% Reduce -0.5% 5,748 $1.7M
Schnieders Capital Management LLC 0.35% Add +5.8% 5,725 $1.6M
Arlington Trust Co LLC 0.35% No change 5,681 $1.6M
Doheny Asset Management 1.28% No change 5,670 $1.6M
SpringVest Wealth Management LLC 1.35% Add +6.3% 5,663 $1.6M
Mason & Associates Inc 0.40% Reduce -4.8% 5,627 $1.6M
ORG Partners LLC 0.41% Add +2310.6% 6,822 $1.6M
Valmark Advisers, Inc. 0.02% Reduce -8.1% 5,612 $1.6M
Account Management LLC 1.78% No change 5,610 $1.6M
Caitlin John, LLC 1.58% Reduce -34.1% 5,608 $1.6M
Werba Rubin Papier Wealth Management 0.35% Add +80.2% 5,586 $1.6M
Moulton Wealth Management, Inc. 1.22% Reduce -4.7% 5,568 $1.6M
ArchPoint Investors 0.53% No change 5,565 $1.6M
Patten & Patten Inc. 0.11% Add +22.1% 5,565 $1.6M
Patten Group, Inc. 0.37% Reduce -0.3% 5,563 $1.6M
WMG Financial Advisors, LLC 0.68% Add +4.1% 5,562 $1.6M
Forte Asset Management LLC 0.81% Reduce -17.1% 5,559 $1.6M
Delta Investment Management, LLC 0.32% Add +2.0% 5,552 $1.6M
Upper Left Wealth Management, LLC 1.15% Reduce -5.0% 5,548 $1.6M
Coldstream Capital Management Inc. 0.03% Add +22.7% 5,519 $1.6M
Kimelman & Baird, LLC 0.13% No change 5,490 $1.6M
Genesis Wealth Advisors, LLC 1.28% No change 5,475 $1.6M
Betterment LLC 0.00% Add +7.6% 5,473 $1.6M
Moss Adams Wealth Advisors LLC 0.17% No change 5,472 $1.6M
Tradewinds, LLC. 0.44% Add +18.2% 5,466 $1.6M
Hudson Capital Management LLC 0.50% Reduce -1.2% 5,463 $1.6M
Cozad Asset Management Inc. 0.16% Add +24.8% 5,455 $1.6M
Ofc Financial Planning, LLC 1.77% Reduce -0.3% 5,433 $1.6M
Bogart Wealth, LLC 0.07% Add +20.4% 5,402 $1.6M
Bastion Asset Management Inc. 0.84% New 5,421 $1.6M
PDS Planning, Inc 0.13% Add +9.5% 5,400 $1.6M
Mill Creek Capital Advisors, LLC 0.04% Add +1.5% 5,399 $1.6M
Mainstream Capital Management LLC 1.23% Reduce -3.9% 5,393 $1.6M
Forbes J M & Co. LLP 0.15% Add +0.5% 5,393 $1.6M
Madison Wealth Partners, Inc 0.38% Add +3.0% 5,353 $1.5M
Montecito Bank & Trust 0.27% Reduce -2.0% 5,339 $1.5M
Bedel Financial Consulting, Inc. 0.22% No change 4,859 $1.5M
Beirne Wealth Consulting Services, LLC 0.55% Reduce -3.6% 5,316 $1.5M
Weaver Capital Management LLC 0.41% Reduce -2.5% 5,309 $1.5M
Price Capital Management, Inc. 3.84% New 5,280 $1.5M
Heartwood Wealth Advisors LLC 0.17% Add +85.2% 5,275 $1.5M
Investment Partners, LTD. 0.63% No change 5,258 $1.5M
Signature Estate & Investment Advisors LLC 0.04% Add +9.1% 5,231 $1.5M
BNP Paribas 0.06% Reduce -10.3% 5,219 $1.5M
Naples Global Advisors, LLC 0.14% No change 5,204 $1.5M
Turning Point Benefit Group, Inc. 1.40% Add +32.0% 5,476 $1.5M
Crestwood Advisors Group, LLC 0.03% Reduce -18.5% 5,201 $1.5M
American Capital Advisory, LLC 0.80% Reduce -3.7% 5,168 $1.5M
Ameriflex Group, Inc. 0.61% Add +88.3% 5,156 $1.5M
Wealthspire Retirement, LLC 0.12% Add +2.5% 5,145 $1.5M
Sig Brokerage, LP 0.43% New 5,131 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -10.1% 5,129 $1.5M
Carolinas Wealth Consulting LLC 0.32% Add +0.1% 5,124 $1.5M
J2 Capital Management Inc 1.36% Reduce -11.9% 5,118 $1.5M
Brandywine Oak Private Wealth LLC 0.14% Reduce -1.1% 5,116 $1.5M
Crewe Advisors LLC 0.21% No change 5,102 $1.5M
Johnson Bixby & Associates, LLC 0.22% Reduce -1.9% 5,086 $1.5M
D L Carlson Investment Group Inc. 0.28% Reduce -0.8% 5,077 $1.5M
Fortis Capital Advisors, LLC 0.30% Add +6.4% 5,061 $1.5M
Morton Capital Management LLC 0.28% Reduce -13.2% 5,053 $1.5M
1832 Asset Management L.P. 0.00% Reduce -0.1% 5,035 $1.5M
Greenline Partners, LLC 0.21% No change 5,033 $1.5M
Chesapeake Asset Management LLC 1.38% Reduce -1.4% 5,028 $1.4M
Chicago Partners Investment Group LLC 0.05% Add +82.5% 4,655 $1.4M
Wealthgarden F.S. LLC 1.39% Add +8.1% 5,006 $1.4M
Nwi Management LP 0.19% No change 5,000 $1.4M
Argentarii, LLC 0.71% No change 5,000 $1.4M
GC Wealth Management RIA, LLC 0.26% Add +144.6% 4,989 $1.4M
Autumn Glory Partners, LLC 0.71% No change 4,975 $1.4M
Towerpoint Wealth, LLC 0.71% Add +1.8% 4,970 $1.4M
Schaper Benz & Wise Investment Counsel Inc. 0.12% Reduce -3.9% 4,957 $1.4M
Tolleson Wealth Management, Inc. 0.28% Reduce -6.4% 4,956 $1.4M
Cinctive Capital Management LP 0.11% New 4,951 $1.4M
GM Advisory Group, LLC 0.08% Add +2.1% 4,948 $1.4M
DeDora Capital, Inc. 0.41% Add +2.9% 4,937 $1.4M
Park Square Financial Group, LLC 1.13% Reduce -36.2% 4,934 $1.4M
Retirement Income Solutions, Inc. 0.30% No change 4,920 $1.4M
SlateStone Wealth, LLC 0.14% Reduce -1.7% 4,913 $1.4M
Holowesko Partners Ltd. 0.53% Reduce -52.9% 4,900 $1.4M
Cassaday & Co Wealth Management LLC 0.04% Reduce -1.4% 4,893 $1.4M
Promus Capital, LLC 1.07% No change 4,888 $1.4M
American Institute for Advanced Investment Management, LLP 1.07% Add +8.9% 4,883 $1.4M
NDWM LLC 1.37% Add +37.1% 4,860 $1.4M
Greenwich Wealth Management LLC 0.11% Add +2.2% 4,828 $1.4M
Acorn Wealth Advisors, LLC 0.58% Add +2.6% 4,815 $1.4M
Alteri Wealth LLC 0.61% Add +0.8% 4,810 $1.4M
Bluefin Capital Management, LLC 1.15% — 4,800 $1.4M
Terra Nova Asset Management LLC 1.09% No change 4,800 $1.4M
Northwest Financial Advisors 1.14% No change 4,790 $1.4M
Wealth Quarterback LLC 0.78% Reduce -3.0% 4,785 $1.4M
Wedgewood Investors Inc. 1.62% Reduce -1.0% 4,750 $1.4M
James Investment Research, Inc. 0.17% Add +10.3% 4,745 $1.4M
Estate Counselors, LLC 0.14% New 4,730 $1.4M
Norman Fields, Gottscho Capital Management, LLC 0.46% New 4,714 $1.4M
Mirador Capital Partners LP 0.24% No change 4,712 $1.4M
Roanoke Asset Management Corp./ NY 0.47% No change 4,710 $1.4M
Interchange Capital Partners, LLC 0.38% New 4,703 $1.4M
FAS Wealth Partners, Inc. 0.11% Reduce -0.5% 4,679 $1.3M
Grandview Asset Management LLC 0.51% Add +4.4% 4,675 $1.3M
Luts & Greenleigh Group, Inc. 1.33% Add +0.8% 4,654 $1.3M
Strategies Wealth Advisors, LLC 0.16% Reduce -47.8% 4,652 $1.3M
Colonial Trust Co / SC 0.21% Add +1.8% 4,646 $1.3M
First Foundation Advisors 0.05% Reduce -9.1% 4,628 $1.3M
Houlihan Financial Resource Group, Ltd. 0.60% Reduce -0.7% 4,611 $1.3M
Smart Portfolios, LLC 1.44% Reduce -3.3% 4,611 $1.3M
Wealthstar Advisors, LLC 0.61% Add +1.1% 4,608 $1.3M
West Michigan Advisors, LLC 0.44% Add +9.2% 4,590 $1.3M
Journey Strategic Wealth LLC 0.05% Reduce -0.8% 4,586 $1.3M
SkyOak Wealth, LLC 0.29% Reduce -1.1% 4,585 $1.3M
Fortis Advisors, LLC 0.86% Add +16.3% 4,579 $1.3M
Proactive Wealth Strategies LLC 0.70% Reduce -67.9% 4,577 $1.3M
Private Client Services, LLC 0.65% Reduce -4.7% 4,574 $1.3M
RDA Financial Network 0.39% Reduce -3.6% 4,568 $1.3M
Valley Financial Group, Inc. 0.87% Reduce -11.9% 4,528 $1.3M
Manchester Capital Management LLC 0.16% Reduce -6.3% 4,506 $1.3M
SageView Advisory Group, LLC 0.06% Reduce -7.9% 4,502 $1.3M
Pandora Wealth, Inc. 0.85% — 4,500 $1.3M
Toronto Dominion Bank 0.00% Reduce -99.8% 4,494 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.38% Add +1.3% 4,488 $1.3M
Stonehaven Wealth & Tax Solutions, LLC 1.36% Add +4.7% 4,472 $1.3M
Gotham Asset Management 0.01% Reduce -4.8% 4,466 $1.3M
OneAscent Wealth Management LLC 0.55% Reduce -17.3% 4,444 $1.3M
LaSalle St. Investment Advisors, LLC 0.30% Add +53.6% 4,441 $1.3M
Carret Asset Management, LLC 0.14% Add +9.2% 4,433 $1.3M
Activest Wealth Management 0.34% Reduce -0.0% 4,431 $1.3M
Community Bank, N.A. 0.17% Add +2.3% 4,425 $1.3M
Aviva PLC 0.00% Reduce -39.5% 4,416 $1.3M
ARS Investment Partners, LLC 0.11% No change 5,234 $1.3M
Savior LLC 7.61% Reduce -7.3% 4,394 $1.3M
Quadcap Wealth Management, LLC 0.18% Reduce -0.8% 4,372 $1.3M
Moloney Securities Asset Management, LLC 0.17% Reduce -44.0% 4,370 $1.3M
MBA Advisors LLC 0.62% Reduce -1.0% 4,348 $1.3M
Lee Danner & Bass Inc. 0.10% No change 4,344 $1.3M
Morse Asset Management, Inc 0.32% No change 4,335 $1.2M
Diversified Trust Co. 0.03% Add +8.0% 4,328 $1.2M
Retirement Financial Solutions, LLC 0.49% Reduce -2.9% 4,326 $1.2M
Breed's Hill Capital LLC 0.67% Reduce -3.2% 4,322 $1.2M
Jamison Private Wealth Management, Inc. 0.19% Add +0.6% 4,301 $1.2M
Kelleher Financial Advisors 0.49% Add +9.7% 4,297 $1.2M
Eastern Bank 0.02% Add +1.1% 4,292 $1.2M
Shearwater Capital LLC 0.87% Reduce -4.0% 4,285 $1.2M
Pinnacle Wealth Planning Services, Inc. 0.19% Add +6.8% 4,276 $1.2M
Summit Financial Wealth Advisors, LLC 0.24% Add +3.6% 4,262 $1.2M
Telos Capital Management, Inc. 0.13% Reduce -11.3% 4,247 $1.2M
Hengehold Capital Management LLC 0.12% Add +6.7% 4,241 $1.2M
Lion Street Advisors, LLC 0.39% Add +102.0% 4,237 $1.2M
Fairfield, Bush & Co. 0.77% Reduce -15.9% 4,231 $1.2M
Douglass Winthrop Advisors, LLC 0.02% No change 4,231 $1.2M
Ameraudi Asset Management, Inc. 0.70% Add +3.5% 4,229 $1.2M
GFG Capital, LLC 0.37% Add +8.4% 4,217 $1.2M
Cascade Financial Partners, LLC 0.15% Add +0.4% 4,204 $1.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -2.1% 4,187 $1.2M
Northeast Financial Consultants Inc 0.05% Add +20.1% 4,183 $1.2M
Vantage Financial Partners, LLC 0.30% Add +1.4% 4,179 $1.2M
Greenleaf Trust 0.01% Reduce -4.8% 4,174 $1.2M
Foguth Wealth Management, LLC. 0.29% Reduce -0.5% 4,169 $1.2M
Encompass More Asset Management 0.36% Reduce -10.1% 4,137 $1.2M
Hollencrest Capital Management 0.05% Add +0.5% 4,135 $1.2M
Busey Bank 0.04% Add +1.1% 4,123 $1.2M
First Commonwealth Financial Corp 0.28% Reduce -0.8% 4,123 $1.2M
Romano Brothers and Company 0.15% No change 4,122 $1.2M
Astra Wealth Partners LLC 1.13% Add +2.5% 4,100 $1.2M
Whalerock Point Partners, LLC 0.29% New 4,100 $1.2M
Capstone Wealth Management Group LLC 0.94% Add +10.3% 4,096 $1.2M
O'ROURKE & COMPANY, Inc 0.59% Add +11.8% 4,096 $1.2M
Access Financial Services, Inc. 0.47% Reduce -1.0% 4,090 $1.2M
Venture Visionary Partners LLC 0.05% Reduce -0.7% 4,087 $1.2M
Stonegate Investment Group, LLC 0.03% Reduce -1.0% 4,076 $1.2M
Wingate Wealth Advisors, Inc. 1.35% Add +5.4% 4,070 $1.2M
Bosman Wealth Management, LLC 1.19% Reduce -75.8% 4,050 $1.2M
Rik Saylor Financial, Inc. 1.03% Reduce -1.4% 4,040 $1.2M
Insight Wealth Partners, LLC 0.70% Add +18.1% 4,029 $1.2M
Aspiriant, LLC 0.04% No change 4,026 $1.2M
Mechanics Bank Trust Department 0.16% No change 4,023 $1.2M
International Private Wealth Advisors LLC 1.11% Reduce -1.4% 4,020 $1.2M
Fragasso Financial Advisors Inc 0.09% Reduce -39.5% 4,018 $1.2M
Spinnaker Trust 0.08% Add +1.6% 4,009 $1.2M
First City Capital Management, Inc. 0.69% Add +12.1% 4,001 $1.2M
Medici Capital LLC 1.40% No change 4,000 $1.2M
Wilmar Advisors LLC 1.19% Reduce -33.3% 4,000 $1.2M
Altiora Financial Group, LLC 0.24% Add +0.3% 3,982 $1.1M
Ignite Planners, LLC 0.22% Add +121.7% 3,850 $1.1M
Schmidt P J Investment Management Inc. 0.21% No change 3,950 $1.1M
HM Payson & Co. 0.02% Reduce -5.0% 3,945 $1.1M
Hardin Capital Partners, LLC 0.69% No change 3,925 $1.1M
Defined Financial Planning LLC 1.14% Add +6.4% 3,927 $1.1M
Pacific Sage Partners, LLC 0.25% Reduce -0.5% 3,919 $1.1M
626 Financial, LLC 0.58% Reduce -2.4% 3,916 $1.1M
JFS Wealth Advisors, LLC 0.08% Add +4.4% 3,906 $1.1M
Vista Investment Partners Ii, LLC 0.62% Add +251.0% 3,903 $1.1M
Giverny Capital 0.04% Reduce -7.3% 3,898 $1.1M
Harrington Investments, INC 0.64% Add +9.1% 3,896 $1.1M
Advyzon Investment Management, LLC 0.40% Add +318.4% 3,895 $1.1M
KFA Private Wealth Group, LLC 0.39% Add +234.9% 3,892 $1.1M
Columbia Asset Management 0.23% New 3,884 $1.1M
Alta Wealth Advisors LLC 0.51% Add +23.1% 3,854 $1.1M
CCG Wealth Management, LLC 0.66% Add +281.9% 3,850 $1.1M
Net Worth Advisory Group 0.35% Add +1.5% 3,839 $1.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.12% Reduce -5.3% 3,829 $1.1M
Delta Financial Group, Inc. 0.25% Add +16.5% 3,970 $1.1M
Lindbrook Capital, LLC 0.10% Reduce -15.9% 3,815 $1.1M
HUB Investment Partners, LLC 0.04% Add +34.5% 3,813 $1.1M
Sprott Inc. 0.06% Reduce -0.5% 3,810 $1.1M
Glenview Trust Co 0.02% Reduce -1.3% 3,802 $1.1M
Saxony Capital Management, LLC 0.96% Add +15.7% 3,800 $1.1M
Swan Global Investments, LLC 0.06% Reduce -55.3% 3,800 $1.1M
L.M. Kohn & Company 0.29% Add +197.6% 3,797 $1.1M
Waterloo Capital, L.P. 0.10% Add +3.3% 3,780 $1.1M
Black Diamond Financial, LLC 0.16% Add +2.6% 3,766 $1.1M
Soltis Investment Advisors LLC 0.10% Reduce -24.3% 3,765 $1.1M
Camden National Bank 0.16% Reduce -1.3% 3,764 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -33.3% 3,764 $1.1M
Berger Financial Group, Inc 0.07% Add +1.8% 3,748 $1.1M
Horizon Kinetics Asset Management LLC 0.01% Reduce -0.5% 3,736 $1.1M
Rossby Financial, LCC 0.46% Reduce -0.7% 3,531 $1.1M
Diligent Investors, LLC 0.26% No change 3,730 $1.1M
Fortress Financial Solutions, LLC 1.55% Add +8.1% 3,728 $1.1M
Bradley & Co. Private Wealth Management, LLC 0.73% No change 3,724 $1.1M
Patriot Financial Group Insurance Agency, LLC 0.14% Reduce -16.2% 3,718 $1.1M
Parkworth Wealth Management, Inc. 0.85% No change 3,702 $1.1M
AlphaQ Advisors LLC 2.55% Add +0.8% 3,694 $1.1M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -7.5% 3,692 $1.1M
Advance Capital Management, Inc. 0.05% Reduce -0.1% 3,681 $1.1M
Westshore Wealth, LLC 0.45% No change 3,680 $1.1M
Pinnacle Bancorp, Inc. 0.35% Add +1.2% 3,676 $1.1M
Capasso Planning Partners LLC 0.44% Add +56.7% 3,674 $1.1M
Farmers & Merchants Investments Inc. 0.03% Add +1.0% 3,662 $1.1M
Nilsine Partners, LLC 0.12% Reduce -0.4% 3,661 $1.1M
Kanawha Capital Management LLC 0.08% Add +2.1% 3,661 $1.1M
Jefferies Financial Group Inc. 0.02% Reduce -95.6% 3,647 $1.1M
Corsair Capital Management, L.P. 0.27% No change 3,641 $1.0M
Finer Wealth Management, Inc. 0.63% Reduce -23.4% 3,640 $1.0M
Destiny Wealth Partners, LLC 0.17% Add +7.5% 3,613 $1.0M
BSW Wealth Partners 0.16% Add +0.1% 3,608 $1.0M
Chico Wealth RIA 0.90% No change 3,600 $1.0M
Visionary Horizons, LLC 0.73% Reduce -1.6% 3,600 $1.0M
Cove Private Wealth, LLC 0.56% New 3,600 $1.0M
Haverford Trust Co 0.01% Add +7.5% 3,600 $1.0M
Tsfg, LLC 0.21% No change 3,590 $1.0M
Oder Investment Management, LLC 0.88% Reduce -8.5% 3,582 $1.0M
Chemistry Wealth Management LLC 0.24% Add +0.8% 3,581 $1.0M
WESPAC Advisors, LLC 0.84% Reduce -81.9% 3,576 $1.0M
Nicholson Wealth Management Group, LLC 0.68% No change 3,576 $1.0M
Wolverine Asset Management LLC 0.08% No change 3,570 $1.0M
PYA Waltman Capital, LLC 0.32% Reduce -13.7% 3,570 $1.0M
KMG Fiduciary Partners, LLC 0.09% Add +1.1% 3,563 $1.0M
Wealth Alliance, LLC 0.12% Add +39.1% 3,559 $1.0M
Wimmer Associates 1, LLC 0.54% New 3,408 $1.0M
Leavell Investment Management, Inc. 0.05% Add +23.6% 3,531 $1.0M
Petix & Botte Co 0.27% No change 3,512 $1.0M
A. D. Beadell Investment Counsel, Inc. 0.84% Reduce -0.7% 3,512 $1.0M
Reynders McVeigh Capital Management, LLC 0.06% Add +0.3% 3,508 $1.0M
HBW Advisory Services LLC 0.14% Reduce -5.8% 3,488 $1.0M
NorthRock Partners, LLC 0.03% Reduce -3.0% 3,481 $1.0M
First American Trust, FSB 0.09% Reduce -6.9% 3,476 $1.0M
Pallas Capital Advisors LLC 0.04% Add +12.3% 3,471 $1.0M
Sentinel Pension Advisors, LLC 0.18% Add +0.4% 3,468 $999K
Winmill & Co. Inc. 0.30% No change 3,465 $998K
Sweeney & Michel, LLC 0.43% — 3,604 $992K
Jmac Enterprises LLC 0.23% Add +3.3% 3,437 $990K
Brick & Kyle, Associates 0.46% No change 3,425 $988K
TCFG Wealth Management, LLC 0.50% Reduce -4.5% 3,428 $988K
Obsidian Cio, LLC 0.16% Add +132.3% 3,426 $987K
Novus Advisors, LLC 0.99% Reduce -6.2% 3,416 $984K
Roger Wittlin Investment Advisory, LLC 0.58% Reduce -2.1% 3,413 $983K
Bluespring Wealth Management, LLC 0.10% No change 3,413 $983K
LM Advisors LLC 0.18% No change 3,399 $979K
Institute for Wealth Management, LLC. 0.13% Add +77.7% 3,395 $978K
Almanack Investment Partners, LLC. 0.19% Reduce -81.0% 3,386 $976K
JARISLOWSKY, FRASER Ltd 0.01% Reduce -24.5% 3,386 $976K
Christensen, King & Associates Investment Services, Inc. 0.46% Reduce -1.2% 3,497 $974K
Hurley Capital, LLC 0.74% New 3,379 $974K
Viewpoint Investment Partners Corp. 0.53% New 3,375 $972K
Sunbelt Securities, Inc. 0.09% Add +32.2% 3,373 $972K
Advisors Capital Management, LLC 0.02% Reduce -1.1% 3,367 $970K
Claro Advisors Inc. 0.13% Add +1.0% 3,366 $970K
Diversify Wealth Management, LLC 0.07% Add +14.4% 3,168 $970K
Shorepoint Capital Partners LLC 0.22% Add +249.1% 3,348 $965K
Lodestone Wealth Management LLC 0.51% Add +1.2% 3,336 $961K
Sage Financial Group Inc. 0.08% Add +92.7% 3,334 $961K
Legacy Capital Wealth Partners, LLC 0.24% Reduce -1.4% 3,326 $958K
Blue Bell Private Wealth Management, LLC 0.18% Add +16.8% 3,309 $953K
SteelPeak Wealth, LLC 0.04% Reduce -56.9% 3,304 $952K
GKV Capital Management Co., Inc. 0.47% Add +230.0% 3,300 $951K
Members Trust Co 0.03% Add +2.1% 3,297 $950K
Lanham O'Dell & Company, Inc. 0.55% Add +62.2% 3,295 $950K
Beaumont Financial Advisors, LLC 0.07% Add +24.8% 3,294 $949K
Main Street Group, LTD 0.41% Reduce -17.1% 3,284 $946K
SouthState Bank Corp 0.04% Add +22.0% 3,283 $946K
Pacific Center for Financial Services 0.25% Add +13.4% 3,282 $946K
BostonPremier Wealth LLC 0.59% Reduce -9.2% 3,280 $945K
Octavia Wealth Advisors, LLC 0.11% Add +41.3% 3,275 $944K
NTV Asset Management LLC 0.13% Add +19.6% 3,272 $943K
Aveo Capital Partners, LLC 0.16% Reduce -74.6% 3,029 $941K
Amara Financial, Llc. 0.87% Reduce -0.4% 3,266 $941K
Embree Financial Group 0.16% Reduce -0.5% 3,264 $940K
Orgel Wealth Management, LLC 0.02% No change 3,264 $940K
Total Wealth Planning & Management, Inc. 0.96% Add +9.1% 3,258 $939K
Columbus Macro, LLC 0.12% Reduce -3.1% 3,242 $934K
Gryphon Financial Partners LLC 0.14% Reduce -3.9% 3,241 $934K
Running Point Capital Advisors, LLC 0.30% Add +16.7% 3,240 $934K
Rosenberg Matthew Hamilton 0.23% No change 3,240 $934K
Dearborn Partners LLC 0.04% Add +74.2% 3,240 $934K
Tradition Wealth Management, LLC 0.08% Reduce -6.2% 3,235 $932K
RMR Capital Management, LLC 0.67% No change 3,231 $931K
Copperwynd Financial, LLC 0.26% Add +5.7% 3,225 $929K
1248 Management, LLC 0.40% New 3,219 $928K
Banque Cantonale Vaudoise 0.04% — 3,215 $927K
Formidable Asset Management, LLC 0.15% Reduce -0.7% 3,212 $926K
Sax Wealth Advisors, LLC 0.07% Add +170.2% 3,204 $923K
Safe Harbor Fiduciary, LLC 0.95% No change 3,201 $922K
Destiny Capital Corp 0.63% Reduce -1.4% 3,195 $920K
Credit Agricole S A 0.00% Add +55.5% 3,187 $918K
Old Port Advisors 0.27% Reduce -0.2% 3,186 $918K
WASHINGTON TRUST Co 0.04% Reduce -39.8% 3,181 $917K
MSH Capital Advisors LLC 0.28% Add +8.6% 3,180 $916K
WPWealth LLP 0.18% Add +0.9% 3,179 $916K
United Community Bank 0.34% Add +1.1% 3,172 $914K
Guardian Wealth Advisors, LLC / NC 0.07% Add +54.2% 3,168 $913K
Regatta Capital Group, LLC 0.18% Add +1.6% 3,167 $912K
Atwater Malick LLC 0.31% No change 3,164 $912K
Diversified Enterprises, LLC 0.08% Add +3.4% 3,138 $904K
Blue Chip Partners, LLC 0.08% Reduce -3.5% 3,127 $901K
Investment Advisory Group, LLC 0.30% Add +3.3% 3,126 $901K
Burns J W & Co. Inc. 0.12% Add +0.2% 3,112 $897K
Patton Fund Management, Inc. 0.22% Reduce -27.3% 3,102 $894K
Hudock, Inc. 0.16% Reduce -0.1% 3,101 $894K
Guidance Capital, Inc. 0.27% Reduce -14.6% 2,997 $893K
Heritage Investors Management Corp. 0.03% Reduce -1.6% 3,100 $893K
GGM Financial LLC 0.61% No change 3,095 $892K
Stamos Capital Partners, L.P. 0.23% Reduce -25.8% 3,078 $887K
Legacy PCG, LLC 0.62% Add +6.8% 3,074 $886K
Buck Wealth Strategies, LLC 0.16% Reduce -92.7% 3,071 $885K
Sage Private Wealth Group, LLC 0.67% No change 3,070 $885K
Cambridge Advisors Inc. 0.19% Reduce -1.9% 3,067 $884K
Financial Engines Advisors L.L.C. 0.00% Add +29.6% 3,058 $881K
JMG Financial Group, Ltd. 0.03% No change 3,052 $879K
Capital Advisors, Ltd. LLC 0.12% No change 3,050 $879K
Wellington Shields & Co., LLC 0.27% Reduce -9.7% 3,041 $876K
WESCAP Management Group, Inc. 0.21% Reduce -5.2% 3,041 $876K
Future You Wealth LLC 0.56% Reduce -26.4% 3,038 $875K
Azzad Asset Management Inc. 0.10% Add +48.2% 3,033 $874K
Oceanside Advisors LLC 0.63% Reduce -6.5% 3,031 $873K
Heritage Wealth Advisors 0.04% No change 3,029 $873K
Inspire Advisors, LLC 0.10% Add +5.4% 3,028 $873K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +3.2% 3,028 $872K
Gratus Wealth Advisors, LLC 0.14% No change 3,020 $870K
Flaharty Asset Management, LLC 0.13% No change 3,006 $866K
Timber Creek Capital Management LLC 0.23% No change 3,000 $864K
RBF Capital, LLC 0.05% New 3,000 $864K
Wilkinson Global Asset Management LLC 0.05% Reduce -4.8% 3,000 $864K
SOL Capital Management CO 0.10% Add +1.7% 3,000 $864K
Strategic Wealth Investment Group, LLC 1.50% Reduce -96.8% 2,993 $862K
Fiduciary Alliance LLC 0.08% Add +7.6% 2,988 $861K
Badgley Phelps Wealth Managers, LLC 0.02% Add +2.0% 2,974 $857K
Financial Partners Group, Inc 0.13% Add +1.3% 2,972 $856K
Orleans Capital Management Corp. 0.50% Add +2.4% 2,970 $856K
Kessler Investment Group, LLC 0.42% Add +8141.7% 2,967 $855K
WealthPLAN Partners, LLC 0.12% Add +1.8% 2,955 $851K
Pettyjohn, Wood & White, Inc. 0.16% No change 2,950 $850K
NBW Capital LLC 0.19% New 2,944 $848K
GW Henssler & Associates Ltd. 0.05% Add +9.8% 2,942 $848K
Finivi Inc. 0.68% Add +4.3% 2,940 $847K
Canal Capital Management, LLC 0.14% Reduce -50.8% 2,934 $845K
Legacy Financial Advisors, Inc. 0.14% Add +14.0% 2,934 $845K
Archer Investment Corp 0.22% Add +0.6% 2,933 $845K
Q3 Asset Management 0.58% Reduce -4.1% 2,930 $844K
Mezzasalma Advisors, LLC 0.29% Reduce -1.7% 2,925 $843K
Alliance Wealth Advisors, LLC 0.22% Add +14.6% 2,922 $842K
LGL Partners, LLC 0.41% Reduce -0.4% 2,920 $841K
Swisher Financial Concepts, Inc. 0.69% Add +14.2% 2,915 $840K
Vertex Planning Partners, LLC 0.18% Add +3.8% 2,903 $836K
Innealta Capital, LLC 0.46% Reduce -5.6% 2,901 $836K
Jacobsen Capital Management 0.36% No change 2,898 $835K
Invst, LLC 0.11% Add +60.0% 2,886 $832K
Marino, Stram & Associates LLC 0.18% No change 2,886 $832K
CIBC Asset Management Inc 0.00% Reduce -27.3% 2,884 $831K
Indie Asset Partners, LLC 0.72% Reduce -1.0% 2,879 $830K
Taylor & Morgan Wealth Management, LLC 0.62% Reduce -1.7% 2,869 $827K
Sand Hill Global Advisors, LLC 0.03% Reduce -15.4% 2,866 $826K
N.E.W. Advisory Services LLC 0.06% Add +17.2% 2,864 $825K
Appleton Partners Inc. 0.06% Add +2.8% 2,864 $825K
Cornerstone Advisory, LLC 0.10% Add +137.0% 2,607 $822K
Compton Financial Group, LLC 0.24% Reduce -92.6% 2,846 $820K
Mayfair Advisory Group, LLC 0.47% Add +1.3% 2,844 $819K
United Bank 0.34% No change 2,841 $819K
JB Capital LLC 0.04% Add +4.8% 2,833 $816K
Waldron Private Wealth LLC 0.04% Add +1.4% 2,806 $809K
Hartford Financial Management Inc. 0.17% No change 2,805 $808K
Granite FO LLC 0.46% No change 2,800 $807K
Hillcrest Wealth Advisors - NY, LLC 0.40% No change 2,800 $807K
Xcel Wealth Management, LLC 0.25% Reduce -0.7% 2,800 $807K
Lanark Financial, Inc. 0.07% — 2,798 $806K
Thompson Davis & Co., Inc. 0.63% Add +6.7% 2,787 $803K
Financial & Tax Architects, LLC 0.20% New 2,786 $803K
Money Concepts Capital Corp. 0.06% Add +0.8% 2,782 $802K
Welch & Forbes LLC 0.01% Reduce -8.3% 2,782 $802K
Lam Group, Inc. 0.59% No change 2,780 $801K
M. Kraus & Co 0.24% No change 2,765 $797K
Park National Corp. 0.03% Reduce -53.8% 2,762 $796K
HHM Wealth Advisors, LLC 0.11% Reduce -1.6% 2,761 $796K
Towne Trust Company, N.A 0.28% No change 2,759 $795K
MADDEN SECURITIES Corp 0.31% Reduce -0.9% 2,757 $794K
Teachers Insurance & Annuity Association of America 1.06% No change 2,751 $793K
Commonwealth Retirement Investments LLC 0.32% New 2,750 $792K
Clay Northam Wealth Management, LLC 0.55% No change 2,748 $792K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.20% Add +2.3% 2,742 $790K
Hyperion Capital Advisors LP 0.43% No change 2,738 $789K
Kohmann Bosshard Financial Services, LLC 0.09% No change 2,560 $788K
Armstrong Advisory Group, Inc. 0.06% No change 3,251 $787K
DBK Financial Counsel, LLC 0.79% Reduce -6.0% 2,730 $787K
Henrickson Nauta Wealth Advisors, Inc. 0.32% No change 2,689 $786K
Woodward Diversified Capital, LLC 0.56% Add +7.9% 2,727 $786K
Capstone Investment Advisors, LLC 0.01% New 2,723 $785K
Reliant Investment Partners, LLC 0.80% Add +11.9% 2,720 $784K
Cypress Capital Group 0.10% Add +106.1% 2,720 $784K
Wealthspan Partners, LLC 0.36% Reduce -0.3% 2,720 $784K
Hamilton Point Investment Advisors, LLC 0.14% Add +27.6% 2,716 $783K
Clearbridge Investments, LLC 0.00% Reduce -3.5% 2,716 $783K
Hantz Financial Services, Inc. 0.01% Add +4.6% 2,713 $782K
Finward Bancorp 0.68% Add +0.9% 2,712 $781K
Cooper Financial Group 0.10% Add +9.0% 2,712 $781K
Commonwealth Financial Services, LLC 0.16% Add +0.7% 2,710 $781K
Oxford Financial Group, LTD. LLC 0.05% No change 2,707 $780K
Independence Financial Advisors, LLC 0.30% — 2,705 $779K
Bulltick Wealth Management, LLC 0.21% No change 2,705 $779K
Single Point Partners, LLC 0.18% Add +10.7% 2,700 $778K
IvyRock Asset Management (HK) Ltd 0.37% Add +12.5% 2,700 $778K
Family Manage LLC 0.13% Add +8.9% 2,690 $775K
Advisor OS, LLC 0.09% New 2,684 $773K
Heritage Investment Group, Inc. 0.15% No change 2,681 $773K
Nalls Sherbakoff Group, LLC 0.62% — 2,649 $763K
Tucker Asset Management LLC 0.25% Add +3.3% 2,647 $763K
Castleview Partners, LLC 0.52% Reduce -82.0% 2,645 $762K
Lazari Capital Management, Inc. 0.31% Add +104.6% 2,645 $762K
Miramar Capital, LLC 0.18% No change 2,640 $761K
Howard Financial Services, LTD. 0.10% Reduce -1.5% 2,634 $759K
BLB&B Advisors, LLC 0.04% Add +4.7% 2,625 $756K
Accelerate Investment Advisors LLC 0.63% Add +103.9% 2,620 $755K
M Wealth Management, LLC 0.70% Reduce -13.3% 2,618 $754K
Frederick Financial Consultants, LLC 0.54% Add +0.3% 2,618 $754K
Principle Wealth Partners LLC 0.05% Reduce -3.0% 2,617 $754K
WT Wealth Management 0.24% Add +8.3% 2,616 $754K
First Bancorp, Inc 0.49% Add +5.2% 2,610 $752K
Winthrop Capital Management, LLC 0.21% Add +107.0% 2,604 $750K
IMS Capital Management 0.38% Reduce -24.7% 2,597 $748K
Allen Capital Group, LLC 0.09% Reduce -9.7% 2,595 $748K
Piedmont Capital Management, LLC 0.54% No change 2,715 $747K
Country Club Bank 0.05% Reduce -0.8% 2,622 $745K
Robinswood Financial LLC 0.27% No change 2,578 $743K
Alpha Cubed Investments, LLC 0.03% Add +61.8% 2,576 $742K
KCM Investment Advisors LLC 0.03% Reduce -0.3% 2,575 $742K
Alternative Investment Advisors, LLC. 0.39% Add +34.9% 2,573 $741K
Archford Capital Strategies, LLC 0.11% Add +0.3% 2,573 $741K
Frontier Asset Management, LLC 0.21% Reduce -3.6% 2,567 $740K
Trustmark Bank Trust Department 0.05% Reduce -3.4% 2,567 $740K
Sonora Investment Management Group, LLC 0.06% Reduce -14.6% 2,563 $739K
Global View Capital Management LLC 0.27% Reduce -17.0% 2,556 $736K
Terril Brothers, Inc. 0.27% No change 3,041 $736K
Meridian Wealth Partners, LLC 0.12% No change 2,552 $735K
Arax Advisory Partners 0.05% Add +1.5% 2,550 $735K
SAM Advisors, LLC 0.28% No change 2,548 $734K
Broadleaf Partners, LLC 0.19% Reduce -4.5% 2,547 $734K
Paragon Financial Partners, Inc. 0.57% No change 2,545 $733K
Keystone Financial Group 0.07% Add +9.9% 2,541 $732K
Beaird Harris Wealth Management, LLC 0.06% Add +4.2% 2,539 $732K
Forza Wealth Management, LLC 0.33% Add +0.6% 2,510 $723K
Smith & Howard Wealth Management, LLC 0.20% No change 2,505 $722K
Shay Capital LLC 0.21% New 2,500 $720K
Fractal Investments LLC 0.10% No change 2,500 $720K
J. Goldman & Co LP 0.03% New 2,500 $720K
Total Clarity Wealth Management, Inc. 0.24% No change 2,975 $720K
Paragon Private Wealth Management, LLC 0.33% New 2,494 $719K
Breakwater Investment Management 0.31% Add +16.3% 2,490 $717K
Dunhill Financial, LLC 0.33% Add +0.6% 2,486 $716K
McAdam, LLC 0.04% Add +105.5% 6,807 $715K
New Century Financial Group, LLC 0.83% Reduce -21.1% 2,477 $714K
Independence Bank of Kentucky 0.11% Reduce -0.6% 2,474 $713K
Channel Wealth LLC 0.22% Reduce -0.4% 2,471 $712K
Klingenstein Fields & Co. LP 0.03% Reduce -4.7% 2,470 $712K
Tidemark, LLC 0.26% No change 2,469 $711K
Pinnacle Wealth Management Advisory Group, LLC 0.07% No change 2,468 $711K
Tme Financial, Inc. 0.62% Reduce -0.2% 2,466 $711K
Dynamic Technology Lab Private Ltd 0.10% Add +32.5% 2,465 $710K
Davis Investment Partners, LLC 0.31% Add +17.7% 2,392 $709K
Iron Gate Global Advisors LLC 0.10% Add +14.4% 2,458 $708K
Pavion Blue Capital, LLC 0.34% No change 2,448 $705K
Vanguard Group Inc. 0.00% No change 2,439 $703K
City National Bank of Florida 0.63% Add +50.2% 2,438 $702K
Burford Brothers, Inc. 0.34% Add +121.7% 2,436 $702K
Maripau Wealth Management LLC 0.40% Add +117.0% 2,430 $700K
Outlook Wealth Advisors, LLC 0.19% Add +1.0% 2,426 $699K
Winch Advisory Services, LLC 0.18% No change 2,423 $698K
Thomasville National Bank 0.05% No change 2,422 $698K
Global Financial Private Client, LLC 0.27% Reduce -1.1% 2,421 $698K
CWS Financial Advisors, LLC 0.22% No change 2,420 $697K
MTM Investment Management, LLC 0.27% Reduce -1.3% 2,424 $697K
Wealth Effects LLC 0.29% Add +9.1% 2,408 $694K
Nemes Rush Group LLC 0.09% Reduce -1.4% 2,406 $693K
Sheaff Brock Investment Advisors, LLC 0.06% Add +13.9% 2,403 $692K
Chesapeake Wealth Management 0.25% Reduce -2.0% 2,403 $692K
Southland Equity Partners LLC 0.16% Add +0.8% 2,399 $691K
Founders Financial Alliance, LLC 0.17% Add +2.4% 2,396 $690K
Van Cleef Asset Management,Inc 0.08% No change 2,393 $690K
Insight Advisors, LLC/ PA 0.12% Add +29.1% 2,391 $689K
Twin Lakes Capital Management, LLC 0.46% No change 2,390 $689K
BridgePort Financial Solutions, LLC 0.31% Add +17.8% 2,384 $687K
MBE Wealth Management, LLC 0.33% Add +50.1% 2,375 $684K
Bourne Lent Asset Management Inc. 0.29% No change 2,375 $684K
Doliver Advisors, LP 0.19% Reduce -9.6% 2,360 $680K
Cutler Investment Counsel LLC 0.08% No change 2,355 $679K
Bensler, LLC 0.08% Add +46.7% 2,352 $678K
Fulton Breakefield Broenniman LLC 0.05% Add +3.1% 2,351 $677K
Quadrant Capital Group LLC 0.03% No change 2,342 $675K
Barnes Wealth Management Group, Inc 0.43% Add +8.7% 2,330 $671K
Clark Asset Management, LLC 0.11% Add +46.7% 2,329 $671K
Tennessee Valley Asset Management Partners 0.11% Add +17.3% 2,322 $669K
Hazlett, Burt & Watson, Inc. 0.30% Add +20.4% 2,325 $669K
Rinkey Investments 0.21% No change 2,317 $668K
LRI Investments, LLC 0.06% No change 2,315 $667K
Windsor Capital Management, LLC 0.20% No change 2,312 $666K
Heritage Trust Co 0.08% No change 2,311 $666K
Beacon Investment Advisory Services, Inc. 0.03% No change 2,308 $665K
Patron Partners, LLC 0.36% Add +0.1% 2,308 $665K
Garden State Investment Advisory Services LLC 0.21% Reduce -10.3% 2,306 $664K
Bienville Capital Management, LLC 0.16% Add +7.3% 2,302 $663K
Daymark Wealth Partners, LLC 0.03% No change 2,297 $662K
Provenance Wealth Advisors, LLC 0.10% No change 2,294 $661K
MTM Financial Group, LLC 0.39% No change 2,293 $661K
Vaughan David Investments LLC 0.02% Reduce -39.4% 2,290 $660K
Advisory Alpha, LLC 0.02% Reduce -12.8% 2,285 $658K
Penobscot Investment Management Company, Inc. 0.06% Reduce -0.9% 2,283 $658K
Keudell/Morrison Wealth Management 0.15% No change 2,278 $656K
180 Wealth Advisors, LLC 0.10% Reduce -0.4% 2,278 $656K
AIFG Consultants Ltd. 1.07% Add +23.7% 2,257 $650K
Intellus Advisors LLC 0.11% Reduce -8.2% 2,254 $649K
Wolf Group Capital Advisors 0.22% Add +22.0% 2,247 $647K
Ledyard National Bank 0.06% Reduce -0.9% 2,246 $647K
Crane Advisory, LLC 0.12% Reduce -2.7% 2,170 $647K
Alhambra Investment Management LLC 0.33% Add +4.7% 2,240 $645K
Manchester Financial Inc. 0.15% Add +6.5% 2,239 $645K
Capital Management Associates, Inc 0.15% Add +100.0% 2,234 $644K
Integrity Wealth Advisors, Inc. 0.47% Add +52.6% 2,233 $643K
ProVise Management Group, LLC 0.05% Add +0.2% 2,232 $643K
jvl associates llc 0.26% No change 2,219 $639K
Winthrop Advisory Group LLC 0.08% Reduce -14.3% 2,216 $638K
Aviance Capital Partners, LLC 0.09% No change 2,213 $638K
Howe & Rusling Inc. 0.05% Add +11.6% 2,212 $637K
CVA Family Office, LLC 0.10% Reduce -35.9% 2,201 $634K
Tempus Wealth Planning, LLC 0.19% Reduce -0.4% 2,198 $633K
Gilliland Jeter Wealth Management LLC 0.22% Reduce -6.4% 2,197 $633K
Cambridge Associates LLC /Ma/ 0.02% Reduce -86.3% 2,196 $633K
Mosaic Family Wealth Partners, LLC 0.09% Add +34.7% 2,195 $633K
Jackson Hole Capital Partners, LLC 0.13% No change 2,192 $632K
Ritter Daniher Financial Advisory LLC / DE 0.17% Reduce -2.2% 2,182 $629K
Crowley Wealth Management, Inc. 0.60% Reduce -6.4% 2,180 $628K
Post Resch Tallon Group Inc. 0.64% Reduce -2.1% 2,182 $627K
Smithfield Trust Co 0.03% Add +15.5% 2,170 $625K
Pines Wealth Management, LLC 0.29% Reduce -12.2% 2,271 $625K
McKinley Carter Wealth Services, Inc. 0.04% No change 2,166 $624K
Cascades Capital Asset Management, LLC 0.34% Add +140.0% 2,160 $622K
Allen Mooney & Barnes Investment Advisors LLC 0.10% No change 2,159 $622K
Prosperity Financial Group, Inc. 0.31% Add +4.5% 2,158 $622K
Bearing Point Capital, LLC 0.13% Add +16.8% 2,155 $621K
Range Financial Group LLC 0.27% Reduce -3.8% 2,148 $619K
BlueSky Wealth Advisors, LLC 0.10% No change 2,148 $619K
ARK & TLK Investments, LLC 0.22% No change 2,143 $617K
Albion Financial Group 0.04% No change 2,140 $617K
Alkeme Wealth, LLC 0.28% No change 2,135 $615K
Arcataur Capital Management LLC 0.21% No change 2,135 $615K
Chatham Capital Group, Inc. 0.10% Add +5.1% 2,135 $615K
Hunting Hill Global Capital, LLC 0.78% New 2,132 $614K
Navellier & Associates Inc. 0.08% Reduce -71.7% 2,000 $614K
Cornerstone Wealth Group, LLC 0.05% Reduce -4.9% 2,126 $613K
Lafayette Investments, Inc. 0.13% Add +5.4% 2,121 $611K
Apriem Advisors 0.07% Add +5.9% 2,118 $610K
Legacy Capital Group California, Inc. 0.21% Add +30.1% 2,117 $610K
Avenir Corp. 0.06% No change 2,114 $609K
Viawealth, LLC 0.38% New 2,108 $607K
American Asset Management Inc. 0.60% Reduce -5.8% 2,107 $607K
Harbour Investment Management LLC 0.27% No change 2,107 $607K
Rockingstone Advisors LLC 0.27% Add +32.4% 2,103 $606K
Sage Mountain Advisors LLC 0.04% No change 2,101 $605K
Silvia McColl Wealth Management, LLC 0.46% Reduce -8.6% 2,097 $604K
Steel Grove Capital Advisors, LLC 0.09% Add +51.5% 2,090 $602K
Wolff Financial Management LLC 0.17% No change 2,083 $600K
Investment Partners Asset Management, Inc. 0.47% No change 2,080 $599K
Prism Advisors, Inc. 0.18% No change 2,071 $597K
Tectonic Advisors LLC 0.04% Add +2.5% 2,062 $594K
Baker Avenue Asset Management, LP 0.02% Add +9.5% 2,059 $593K
Hohimer Wealth Management, LLC 0.12% Add +2.7% 2,057 $593K
Richardson Financial Services Inc. 0.45% Reduce -8.7% 2,057 $593K
Traynor Capital Management, Inc. 0.05% Add +62.0% 2,056 $592K
Potentia Wealth 0.28% No change 2,052 $591K
KG Capital Management 0.19% Reduce -4.1% 2,052 $591K
Graypoint LLC 0.04% Add +65.2% 2,047 $590K
Wernau Asset Management Inc. 0.61% No change 2,045 $590K
TCI Wealth Advisors, Inc. 0.05% Add +15.9% 2,045 $589K
Tarbox Family Office, Inc. 0.10% No change 2,045 $589K
L. Roy Papp & Associates, LLP 0.07% No change 2,038 $587K
Litman Gregory Wealth Management LLC 0.05% Reduce -1.0% 2,038 $587K
Dover Advisors, LLC 0.26% Reduce -8.9% 2,034 $586K
West Paces Advisors Inc. 0.13% Reduce -3.6% 2,033 $586K
Novem Group 0.08% Add +12.6% 2,027 $584K
One Charles Private Wealth Services, LLC 0.19% No change 2,025 $583K
Fsa Wealth Partners, Inc. 0.22% Reduce -10.6% 2,023 $583K
Driehaus Capital Management LLC 0.01% Reduce -33.8% 2,023 $583K
Cook Wealth, LLC 0.28% Add +2.9% 1,959 $583K
LifeGuide Financial Advisors, LLC 0.24% No change 2,022 $583K
Sagespring Wealth Partners, LLC 0.01% Add +44.6% 2,021 $582K
4J Wealth Management LLC 0.46% Reduce -6.9% 2,015 $581K
Caldwell Trust Co 0.06% Add +3.9% 2,013 $580K
Chemung Canal Trust Co. 0.13% No change 2,000 $576K
Strategy Asset Managers LLC 0.12% No change 1,997 $575K
James J. Burns & Company, LLC 0.10% No change 1,990 $573K
Rothschild Investment LLC 0.04% Reduce -10.2% 1,988 $573K
All Terrain Financial Advisors, LLC 0.22% No change 1,986 $572K
VestGen Investment Management 0.43% Reduce -11.4% 1,981 $571K
Colton Groome Financial Advisors, LLC 0.22% No change 1,872 $569K
NCM Capital Management, LLC 0.26% No change 1,970 $568K
Quadrant Private Wealth Management, LLC 0.14% Add +3.3% 1,970 $568K
Meritage Portfolio Management 0.04% No change 1,970 $568K
Essex Bank 0.14% Add +25.3% 1,969 $567K
Farmers National Bank 0.16% New 1,966 $566K
Azimuth Capital Investment Management LLC 0.02% Add +2.6% 1,959 $564K
Roman Butler Fullerton & Co. 0.22% Reduce -10.7% 1,894 $564K
Hennion & Walsh Asset Management, Inc. 0.03% No change 1,956 $564K
Coppell Advisory Solutions LLC 0.08% Reduce -14.4% 1,840 $563K
Atlas Brown,Inc. 0.20% Add +0.1% 1,953 $563K
Mascagni Wealth Management, Inc. 0.56% No change 1,952 $562K
Uhlmann Price Securities, LLC 0.41% No change 1,949 $562K
Empirical Finance, LLC 0.03% No change 1,945 $560K
Davidson Investment Advisors 0.03% No change 1,945 $560K
Purus Wealth Management, LLC 0.24% Reduce -0.3% 1,943 $560K
Arbor Investment Advisors, LLC 0.08% Add +11.9% 1,941 $559K
Auxano Advisors, LLC 0.15% Add +9.6% 1,940 $559K
Capital Advisors Wealth Management, LLC 0.10% No change 1,939 $559K
Primoris Wealth Advisors, LLC 0.43% Add +11.6% 1,912 $558K
First Pacific Financial 0.11% Reduce -50.1% 1,937 $558K
Guyasuta Investment Advisors Inc. 0.04% Reduce -40.2% 1,936 $558K
Provident Wealth Management, LLC 0.19% Reduce -8.3% 1,935 $558K
Cidel Asset Management Inc. 0.04% Add +0.7% 1,934 $557K
Element Wealth, LLC 0.30% No change 1,927 $555K
CX Institutional 0.02% Add +49.2% 1,925 $555K
Crux Wealth Advisors 0.29% Add +9.5% 1,926 $555K
Capital City Trust Co. 0.15% No change 1,919 $553K
CLG LLC 0.19% Add +2.0% 1,913 $551K
Mather Group, Llc. 0.01% Add +29.1% 1,912 $551K
Baron Silver Stevens Financial Advisors, LLC 0.10% Add +3.2% 1,909 $550K
Schechter Investment Advisors, LLC 0.05% No change 1,909 $550K
Tobias Financial Advisors, Inc. 0.11% Reduce -10.9% 1,900 $547K
Safeguard Investment Advisory Group, LLC 0.15% Reduce -0.5% 1,896 $546K
Kieckhefer Group LLC 0.40% Add +24.3% 1,895 $546K
Capital Insight Partners, LLC 0.10% No change 1,894 $546K
Blume Capital Management, Inc. 0.12% No change 1,880 $542K
Madden Advisory Services, Inc. 0.25% Reduce -0.1% 1,879 $541K
Peoples Bank 0.37% Add +235.7% 1,873 $540K
Mid-American Wealth Advisory Group, Inc. 0.29% New 1,871 $539K
Eagle Capital Management, LLC 0.24% No change 1,872 $539K
Sage Rhino Capital LLC 0.12% No change 1,860 $536K
Cahaba Wealth Management, Inc. 0.04% Reduce -2.0% 1,854 $534K
Essex LLC 0.12% Add +0.2% 1,851 $533K
Dynamic Financial Group 0.53% Reduce -0.3% 1,848 $532K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +34.5% 1,842 $531K
Guardian Asset Advisors, LLC 0.35% Add +4.3% 1,837 $529K
Chilton Capital Management LLC 0.02% Reduce -14.1% 1,835 $529K
Atlas Capital Advisors Inc. 0.07% No change 1,833 $528K
Navis Wealth Advisors, LLC 0.52% Add +1.0% 1,829 $527K
Bull Street Advisors, LLC 0.25% No change 1,827 $526K
Diamant Asset Management, Inc. 0.40% No change 1,825 $526K
Clarus Group, Inc. 0.20% No change 1,825 $526K
Madrona Financial Services, LLC 0.14% Add +9.6% 1,824 $526K
Jackson, Grant Investment Advisers, Inc. 0.20% No change 1,823 $525K
Overbrook Management Corp 0.12% Add +29.1% 1,822 $525K
Brogan Financial, Inc. 0.25% Reduce -10.3% 1,819 $524K
Ameliora Wealth Management Ltd. 0.20% Add +98.3% 1,818 $524K
Nova Wealth Management, Inc. 0.45% Reduce -1.3% 1,816 $523K
MKT Advisors LLC 0.24% No change 1,906 $522K
Stephens Consulting, LLC 0.13% Reduce -10.5% 1,808 $521K
Wealth Management Partners, LLC 0.24% No change 1,804 $520K
Tanager Wealth Management LLP 0.07% Add +82.6% 1,802 $519K
Arrow Financial Corp 0.06% No change 1,802 $519K
Davis R M Inc. 0.01% New 1,798 $518K
Integrity Financial Corp 0.29% Add +30.5% 1,797 $518K
Titleist Asset Management, LLC 0.06% Reduce -6.8% 1,791 $516K
LMR Partners LLP 0.01% New 1,790 $516K
Moseley Investment Management Inc. 0.20% Reduce -26.5% 1,787 $515K
Stratos Investment Management, LLC 0.03% Add +36.9% 1,787 $515K
Concorde Asset Management, LLC 0.28% Add +7.3% 1,800 $514K
Well Done, LLC 0.09% Reduce -1.3% 2,119 $513K
Cardinal Point Capital Management ULC 0.05% Reduce -46.1% 1,778 $512K
Venturi Wealth Management, LLC 0.03% Add +41.4% 1,776 $512K
Courage Miller Partners, LLC 0.17% No change 1,775 $511K
First Heartland Consultants, Inc. 0.05% Add +13.6% 1,775 $511K
RB Capital Management, LLC 0.13% Add +1.1% 1,773 $511K
ZWJ Investment Counsel Inc. 0.02% Add +4.6% 1,773 $511K
Guidance Point Advisors, LLC 0.15% Reduce -5.4% 1,772 $511K
Williams & Novak, LLC 0.50% Reduce -2.7% 1,774 $510K
Barlow Wealth Partners, LLC 0.07% No change 1,674 $510K
Alpha Omega Wealth Management LLC 0.10% No change 1,758 $507K
First National Bank Sioux Falls 0.20% No change 1,755 $506K
Capital Advantage, Inc. 0.09% No change 2,088 $506K
Fortress Financial Group, LLC 0.50% No change 1,754 $505K
Asset Dedication, LLC 0.04% Add +58.1% 1,753 $505K
First Financial Bank - Trust Division 0.05% Reduce -3.9% 1,751 $505K
Signature Wealth Management Partners, LLC 0.33% Reduce -6.2% 1,750 $504K
Duncker Streett & Co. Inc. 0.10% Reduce -7.3% 1,746 $503K
Klingman & Associates, LLC 0.03% Reduce -5.4% 1,743 $502K
Alpha Wealth Funds, LLC 0.54% Add +4.3% 1,742 $502K
JBR Co Financial Management Inc 0.29% Add +2.1% 1,741 $502K
Symmetry Partners, LLC 0.07% Add +36.5% 1,734 $500K
VSM Wealth Advisory, LLC 0.18% No change 1,732 $499K
Edge Wealth Management LLC 0.10% No change 1,732 $499K
Somerset Trust Co 0.18% Add +2.4% 1,730 $498K
Manhattan West Asset Management, LLC 0.13% No change 1,729 $498K
Willis Johnson & Associates, Inc. 0.04% Reduce -6.7% 1,728 $498K
Avondale Wealth Management 0.31% Reduce -17.8% 1,727 $498K
Cypress Capital, LLC 0.14% Add +2.7% 1,725 $497K
SYM FINANCIAL Corp 0.06% Reduce -19.7% 1,725 $497K
Brave Asset Management Inc. 0.16% No change 1,722 $496K
Annex Advisory Services, LLC 0.01% Reduce -8.3% 1,721 $496K
Allegheny Financial Group 0.13% Add +0.9% 1,719 $495K
Smartleaf Asset Management LLC 0.05% Add +13.4% 1,739 $494K
Foster Group, Inc. 0.02% Add +0.2% 1,707 $492K
Artemis Wealth Advisors, LLC 0.09% No change 1,706 $492K
Hendershot Investments Inc. 0.07% Add +17.2% 1,705 $491K
Tritonpoint Wealth, LLC 0.05% Add +0.8% 1,699 $490K
German American Bancorp, Inc. 0.05% No change 1,697 $489K
Aire Advisors, LLC 0.10% Reduce -0.7% 1,694 $488K
Fullcircle Wealth LLC 0.20% No change 1,576 $487K
Cadence Bank 0.03% Reduce -9.1% 1,688 $486K
IAM Advisory, LLC 0.13% New 1,686 $486K
First National Bank of Hutchinson 0.32% No change 1,685 $486K
Logan Capital Management Inc. 0.02% No change 1,682 $485K
Bell Bank 0.03% No change 1,681 $484K
Compagnie Lombard Odier SCmA 0.01% Reduce -31.2% 1,680 $484K
UMB Bank, n.a. 0.01% Reduce -42.3% 1,679 $484K
Saxon Interests, Inc. 0.23% Add +21.4% 1,677 $483K
Quantum Portfolio Management LLC 0.24% No change 1,675 $483K
Wealth Preservation Advisors, LLC 0.34% — 1,665 $480K
New Republic Capital, LLC 0.21% Reduce -2.6% 1,657 $477K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 1,657 $477K
Cavalier Investments, LLC 0.16% Reduce -1.8% 1,656 $477K
Runnymede Capital Advisors, Inc. 0.46% Reduce -5.9% 1,652 $476K
Greenwood Capital Associates LLC 0.06% New 1,652 $476K
Clear Point Advisors Inc. 0.43% Add +9.6% 1,649 $475K
Nicollet Investment Management, Inc. 0.17% No change 1,650 $475K
Clearview Wealth Advisors LLC 0.35% No change 1,642 $473K
Grantvest Financial Group LLC 0.38% Reduce -3.0% 1,641 $473K
Freedom Financial Partners LLC 0.22% No change 1,641 $473K
Goepper Burkhardt LLC 0.19% No change 1,640 $473K
Angeles Wealth Management, LLC 0.04% Add +13.9% 1,640 $473K
Successful Portfolios LLC 0.32% Add +13.7% 1,634 $471K
Spectrum Wealth Advisory Group, LLC 0.23% Add +0.6% 1,633 $471K
Legacy Trust 0.11% Reduce -4.1% 1,631 $470K
Family Office Research LLC 0.23% Add +22.6% 1,629 $470K
GPS Wealth Strategies Group, LLC 0.06% Add +10.8% 1,627 $469K
Main Line Retirement Advisors, LLC 0.30% No change 1,625 $468K
KPP Advisory Services LLC 0.09% Add +9.3% 1,625 $468K
Lesa Sroufe & Co 0.47% — 1,620 $467K
Fortitude Advisory Group L.L.C. 0.33% Add +13.0% 1,513 $465K
Connable Office Inc. 0.05% No change 1,611 $464K
Eagle Harbor Asset Management Inc. 0.47% Add +0.3% 1,610 $464K
CFO4Life Group, LLC 0.08% Add +12.3% 1,602 $462K
Chelsea Counsel Co. 0.25% No change 1,600 $461K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Reduce -0.7% 1,600 $461K
Avestar Capital, LLC 0.04% Add +84.1% 1,598 $460K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.19% Reduce -3.2% 1,495 $460K
Bigelow Investment Advisors, LLC 0.22% Add +5.0% 1,595 $460K
Cornerstone Capital, Inc. 0.05% No change 1,590 $458K
Wellment Financial 0.60% Add +21.3% 1,587 $457K
Gateway Wealth Partners, LLC 0.10% Add +4.5% 1,585 $457K
Dagco, Inc. 0.15% No change 1,580 $455K
MeadowBrook Investment Advisors LLC 0.43% No change 1,578 $455K
Wick Capital Partners, LLC 0.14% New 1,572 $453K
Durante & Waters, LLC 0.38% Add +3.0% 1,570 $452K
Northside Capital Management, LLC 0.07% No change 1,568 $452K
Paladin Advisory Group, LLC 0.36% No change 1,565 $451K
Biltmore Family Office, LLC 0.08% Reduce -0.9% 1,562 $450K
Raub Brock Capital Management LP 0.10% New 1,560 $449K
Joseph P. Lucia & Associates, LLC 0.20% Add +23.9% 1,557 $449K
OLIO Financial Planning 0.15% No change 1,553 $447K
Human Investing LLC 0.08% No change 1,550 $447K
M1 Capital Management LLC 0.28% No change 1,550 $446K
Avion Wealth 0.11% No change 1,843 $446K
Stablepoint Partners, LLC 0.08% Add +1.8% 1,547 $446K
MV Capital Management, Inc. 0.05% New 1,543 $445K
Gibbs Wealth Management 0.11% Add +7.9% 1,543 $445K
Avaii Wealth Management, LLC 0.24% No change 1,536 $442K
GeoWealth Management, LLC 0.02% Reduce -87.5% 1,534 $442K
Marks Group Wealth Management, Inc 0.04% Add +9.3% 1,534 $442K
Garde Capital, Inc. 0.03% No change 1,528 $440K
Cypress Capital Management LLC (WY) 0.53% Add +11.3% 1,526 $440K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -16.1% 1,525 $439K
Medallion Wealth Advisors, LLC 0.20% Add +10.1% 1,526 $439K
Capital Asset Advisory Services LLC 0.02% Reduce -35.3% 1,523 $439K
Panoramic Investment Advisors, LLC 0.30% Add +0.7% 1,520 $438K
Second Line Capital, LLC 0.11% Reduce -15.8% 1,519 $438K
Kane Investment Management, Inc. 0.21% New 1,517 $437K
Ameritas Investment Partners, Inc. 0.01% Add +6.7% 1,515 $437K
Chicago Capital, LLC 0.01% Reduce -5.5% 1,515 $437K
Riverstone Advisors, LLC 0.26% New 1,513 $436K
IVC Wealth Advisors LLC 0.23% Reduce -7.3% 1,512 $436K
Aquire Wealth Advisors, LLC 0.13% Reduce -3.9% 1,510 $435K
Hapanowicz & Associates Financial Services, Inc 0.24% Add +0.7% 1,507 $434K
Cypress Asset Management Inc. 0.12% Reduce -9.5% 1,507 $434K
Financial Management Professionals, Inc. 0.06% Add +14.4% 1,506 $434K
Dorsey & Whitney Trust CO LLC 0.03% No change 1,505 $434K
Cornerstone Management, Inc. 0.08% Reduce -9.1% 1,503 $433K
Brown Miller Wealth Management, LLC 0.15% New 1,503 $433K
Resonant Capital Advisors, LLC 0.03% Reduce -3.0% 1,503 $433K
Barrett & Company, Inc. 0.19% No change 1,501 $432K
Hara Capital LLC 0.29% No change 1,500 $432K
Catalyst Private Wealth, LLC 0.21% No change 1,500 $432K
DF Dent & Co. Inc. 0.01% No change 1,500 $432K
Centerpoint Advisors, LLC 0.16% Reduce -4.8% 1,500 $432K
Fort Sheridan Advisors LLC 0.07% Reduce -6.9% 1,493 $430K
Cloud Capital Management, LLC 0.31% — 1,493 $430K
NFSG Corp 0.10% Add +1.4% 1,492 $430K
Lockerman Financial Group, Inc. 0.65% New 1,490 $429K
TFG Advisers LLC 0.16% Add +8.3% 1,487 $428K
Webster Bank, N. A. 0.05% Add +22.7% 1,485 $428K
First Trust Advisors LP 0.00% New 1,485 $428K
Alexander Labrunerie & Co., Inc. 0.19% Add +7.2% 1,481 $427K
Apexium Financial, LP 0.03% Add +36.5% 1,481 $427K
Key Client Fiduciary Advisors, LLC 0.20% Add +0.5% 1,477 $426K
Crestmont Private Wealth LLC 0.18% No change 1,475 $425K
Linscomb Wealth, Inc. 0.02% Add +4.0% 1,470 $424K
Allred Capital Management, LLC 0.17% No change 1,469 $423K
Courier Capital LLC 0.03% No change 1,465 $422K
Vicus Capital 0.04% No change 1,464 $422K
Cordgrass Capital Advisors, LLC 0.12% No change 1,461 $421K
Strategic Advocates LLC 0.15% Add +70.0% 1,460 $421K
Financial Gravity Asset Management, Inc. 0.09% — 1,460 $421K
Mengis Capital Management, Inc. 0.09% No change 1,459 $420K
Vanguard Capital Wealth Advisors 0.52% Reduce -1.8% 1,457 $420K
Blue Zone Wealth Advisors, LLC 0.12% Reduce -4.0% 1,455 $419K
ZynergyRetirementPlanningLLC 0.30% Reduce -18.1% 1,730 $419K
Sanders Morris Harris LLC 0.07% New 1,453 $419K
Magnolia Private Wealth, LLC 0.35% No change 1,450 $418K
Cornerstone National Bank & Trust Co 0.19% No change 1,445 $416K
Stewardship Advisors, LLC 0.11% Add +2.6% 1,441 $415K
Cedar Wealth Management, LLC 0.15% No change 1,437 $414K
King Wealth Management Group 0.06% Add +0.1% 1,438 $414K
Mathes Company, Inc. 0.17% No change 1,435 $413K
Union Savings Bank 0.20% No change 1,430 $412K
MN Wealth Advisors, LLC 0.24% Add +17.0% 1,429 $412K
Sound Financial Strategies Group, LLC 0.37% Add +0.6% 1,428 $411K
Cutter & CO Brokerage, Inc. 0.10% Reduce -38.7% 1,424 $410K
Cathy Pareto & Associates, Inc. 0.36% No change 1,422 $410K
Westmount Partners, LLC 0.12% Add +3.6% 1,421 $409K
Atalanta Sosnoff Capital, LLC 0.01% Add +1.1% 1,421 $409K
PBMares Wealth Management LLC 0.08% Add +41.4% 1,420 $409K
First United Bank & Trust 0.15% Add +519.7% 1,413 $407K
one8zero8, LLC 0.10% Add +5.6% 1,410 $406K
Comprehensive Money Management Services LLC 0.33% No change 1,409 $406K
Glen Eagle Advisors, LLC 0.07% Add +14.7% 1,407 $405K
Liberty Wealth Management LLC 0.08% Reduce -8.7% 1,404 $405K
Wealth Alliance Advisory Group, LLC 0.08% Add +22.5% 1,401 $404K
Stelac Advisory Services LLC 0.17% No change 1,401 $404K
Ardent Capital Management, Inc. 0.17% No change 1,400 $403K
Occidental Asset Management, LLC 0.06% Add +2.1% 1,400 $403K
Cullinan Associates Inc. 0.03% No change 1,400 $403K
Elite Financial, Inc. 0.21% Reduce -6.7% 1,400 $403K
Thomas J. Herzfeld Advisors, Inc. 0.14% No change 1,398 $403K
Burney Co./ 0.01% Add +28.5% 1,398 $403K
Burling Wealth Partners, LLC 0.08% Reduce -1.7% 1,396 $402K
Ergawealth Advisors, Inc. 0.20% No change 1,395 $402K
Beckerman Institutional, LLC 0.29% Add +9.7% 1,391 $401K
Cornerstone Advisors Asset Management, LLC 0.08% No change 1,390 $401K
Fearless Solutions, LLC dba Best Invest 0.31% No change 1,384 $399K
Copperleaf Capital, LLC 0.24% No change 1,384 $399K
OneAscent Family Office, LLC 0.37% Reduce -21.1% 1,383 $398K
Indiana Trust & Investment Management Co 0.14% No change 1,378 $397K
Eldridge Investment Advisors, Inc. 0.09% No change 1,376 $396K
One Day In July LLC 0.04% Add +8.5% 1,373 $396K
Aventura Private Wealth, LLC 0.21% Reduce -0.5% 1,369 $394K
Patton Albertson Miller Group, LLC 0.06% No change 1,366 $394K
Sandy Spring Bank 0.02% Add +22.4% 1,362 $392K
Transcendent Capital Group LLC 0.22% Add +5.7% 1,362 $392K
Parker Investment Management, LLC 0.07% Reduce -33.0% 1,362 $392K
Physician Wealth Advisors, Inc. 0.07% Reduce -26.9% 1,358 $391K
RAM Investment Partners, LLC 0.10% No change 1,356 $391K
Shariaportfolio, Inc. 0.20% Reduce -4.5% 1,353 $390K
Alterna Wealth Management, Inc. 0.30% Add +46.8% 1,352 $390K
StrongBox Wealth, LLC 0.16% Add +7.1% 1,351 $389K
Corient IA LP 0.28% — 1,350 $389K
Sterneck Capital Management, LLC 0.21% No change 1,350 $389K
Cypress Wealth Services, LLC 0.08% Reduce -12.7% 1,346 $388K
Adirondack Trust Co. 0.15% Reduce -0.2% 1,346 $388K
LongView Asset Management LLC 0.33% No change 1,345 $387K
Tiaa Trust, National Association 0.00% Add +4.4% 1,343 $387K
Liberty Capital Management, Inc. 0.09% New 1,340 $386K
Adamsbrown Wealth Consultants LLC 0.12% Reduce -6.1% 1,337 $385K
Knuff & Co LLC 0.13% No change 1,335 $385K
Keynote Financial Services LLC 0.28% Reduce -15.1% 1,334 $384K
Hexagon Capital Partners LLC 0.07% No change 1,332 $384K
Global Wealth Management, LLC 0.22% Add +11.1% 1,322 $381K
Leisure Capital Management 0.16% New 1,316 $379K
Elwood & Goetz Wealth Advisory Group, LLC 0.09% Add +17.9% 1,314 $379K
Uptick Partners, LLC 0.13% Add +6.8% 1,313 $378K
Curio Wealth, LLC 0.20% Reduce -99.6% 6 $378K
Bard Associates Inc. 0.14% Add +2.0% 1,312 $378K
Aviso Financial Inc. 0.02% Add +118.8% 1,304 $376K
Harvey Capital Management Inc. 0.10% No change 1,300 $375K
Asset Advisors Investment Management, LLC 0.04% No change 1,300 $375K
Washington Trust Advisors, Inc. 0.03% No change 1,299 $374K
Caxton Corp. 7.36% Add +11.0% 1,298 $374K
Nicolet Bankshares Inc. 0.08% No change 1,298 $374K
Opus Capital Group, LLC 0.05% No change 1,298 $374K
Glassman Wealth Services 0.06% No change 1,297 $374K
Sigma Investment Counselors Inc. 0.02% Reduce -10.8% 1,295 $373K
Ballast, Inc. 0.11% No change 1,295 $373K
Curi Capital, LLC 0.01% New 1,289 $371K
Sunbeam Capital Management, LLC 0.35% Add +1.2% 1,289 $371K
Sandy Cove Advisors, LLC 0.15% No change 1,288 $371K
United Advisor Group, LLC 0.08% New 1,288 $371K
ETF Store, Inc. 0.45% No change 1,287 $371K
Strait & Sound Wealth Management LLC 0.17% Reduce -0.7% 1,277 $368K
Dynamic Wealth Strategies, LLC 0.30% No change 1,273 $367K
Foster Victor Wealth Advisors, LLC 0.03% Add +9.9% 1,229 $366K
Jessup Wealth Management, Inc 0.15% Reduce -0.5% 1,267 $365K
Ade, LLC 0.21% No change 1,265 $364K
Hoge Financial Services, LLC 0.25% Add +1.4% 1,263 $364K
Anchor Investment Management, LLC 0.03% Reduce -14.6% 1,260 $363K
TPG Advisors LLC 0.29% Reduce -19.3% 1,258 $362K
Tranquilli Financial Advisor LLC 0.23% Add +37.9% 1,258 $362K
Fifth Third Wealth Advisors LLC 0.02% Add +9.0% 1,254 $361K
Penobscot Wealth Management 0.15% Reduce -5.2% 1,250 $360K
Birmingham Capital Management Co. Inc. 0.14% New 1,250 $360K
Goodman Financial Corp 0.08% Reduce -1.6% 1,250 $360K
L.K. Benson & Company, P.C. 0.25% Reduce -25.8% 1,249 $360K
Wescott Financial Advisory Group, LLC 0.04% Reduce -4.6% 1,249 $360K
Stuart Investment Advisors, Inc. 0.20% No change 1,248 $360K
Plancorp, LLC 0.01% New 1,248 $360K
GEM Asset Management, LLC 0.20% No change 1,247 $359K
LYNX Capital Group Ltd. 0.18% No change 1,242 $358K
Legacy Financial Group LLC 0.06% Add +0.7% 1,241 $358K
SJS Investment Consulting Inc. 0.06% Add +29.9% 1,239 $357K
Plante Moran Financial Advisors, LLC 0.03% Reduce -7.3% 1,237 $356K
IMA Advisory Services, Inc. 0.04% Add +4.1% 1,235 $356K
Creekmur Asset Management LLC 0.07% Add +0.1% 1,227 $354K
Keystone Wealth Services, LLC 0.10% Add +20.7% 1,225 $353K
Birch Hill Investment Advisors LLC 0.02% No change 1,225 $353K
Howard Bailey Securities, LLC 0.12% Reduce -2.8% 1,224 $353K
Zhang Financial LLC 0.02% Reduce -0.8% 1,224 $353K
Forum Financial Management, LP 0.01% New 1,217 $351K
Benchmark Financial Wealth Advisors, LLC 0.13% No change 1,214 $350K
Belfer Management LLC 6.06% Add +1.7% 1,211 $349K
First National Bank of Mount Dora, Trust Investment Services 0.09% No change 1,210 $349K
Cushing Capital Partners, LLC 0.31% Add +24.0% 1,209 $348K
Revisor Wealth Management LLC 0.15% New 1,207 $348K
Cornell Pochily Investment Advisors, Inc. 0.12% No change 1,207 $348K
Valtinson Bruner Financial Planning LLC 0.12% Add +3.9% 1,207 $348K
Resurgent Financial Advisors LLC 0.21% Reduce -24.7% 1,204 $347K
T. Rowe Price Associates Inc. 0.00% No change 1,200 $346K
Buckhead Capital Management LLC 0.11% No change 1,198 $345K
Lantz Financial LLC 0.09% No change 1,198 $345K
Shepherd Financial Partners LLC 0.04% Add +18.4% 1,197 $345K
Comprehensive Financial Planning, Inc. 0.33% Add +2387.5% 1,194 $344K
Compass Wealth Management LLC 0.09% Add +17.4% 1,193 $344K
Peninsula Asset Management Inc. 0.19% No change 1,193 $344K
Horrell Capital Management, Inc. 0.14% Reduce -20.2% 1,185 $341K
Provident Investment Management, Inc. 0.03% No change 1,185 $341K
Whitaker-Myers Wealth Managers, LTD. 0.10% New 1,184 $341K
Ironwood Financial, llc 0.07% Reduce -0.8% 1,181 $340K
Ranch Capital Advisors Inc. 0.16% Reduce -6.7% 1,179 $340K
Total Investment Management Inc. 0.04% Reduce -25.1% 1,179 $340K
Kaizen Financial Strategies 0.20% Reduce -23.3% 1,177 $339K
Independent Solutions Wealth Management, LLC 0.08% Reduce -5.3% 1,176 $339K
United Capital Management of KS, Inc. 0.07% Add +0.4% 1,175 $339K
CGN Advisors LLC 0.03% Add +7.6% 1,175 $339K
Prentiss Smith & Co. Inc. 0.22% New 1,174 $338K
Prepared Retirement Institute LLC 0.22% New 1,172 $338K
Ridgewood Investments LLC 0.16% Add +20.0% 1,169 $337K
Cambridge Financial Group, LLC 0.14% New 1,174 $337K
Sterling Investment Counsel, LLC 0.12% New 1,197 $336K
Main Management LLC 0.03% No change 1,166 $336K
Peak Financial Management, Inc. 0.10% Add +23.8% 1,166 $336K
New Harbor Financial Group, LLC 0.09% Reduce -60.5% 1,165 $336K
High Falls Advisors, Inc 0.08% No change 1,160 $334K
Kellett Wealth Advisors, LLC 0.23% No change 1,160 $334K
Highlander Partners, L.P. 0.21% No change 1,160 $334K
Secured Retirement Advisors, LLC 0.22% Reduce -56.6% 1,158 $334K
Paragon Capital Management Ltd 0.07% No change 1,155 $333K
Beacon Capital Management, LLC 0.04% Add +47.2% 1,154 $333K
Satovsky Asset Management LLC 0.07% No change 1,154 $332K
Patriot Investment Management Group, Inc. 0.02% Add +18.5% 1,152 $332K
MPWM Advisory Solutions, LLC 0.24% Reduce -5.9% 1,150 $331K
Darden Wealth Group Inc 0.26% No change 1,149 $331K
Wealth Advisors of Iowa, LLC 0.14% Add +7.0% 1,145 $330K
Bridgewealth Advisory Group, LLC 0.43% Reduce -55.6% 1,145 $330K
Dopkins Wealth Management, LLC 0.17% New 1,144 $330K
Family Firm, Inc. 0.07% New 1,143 $329K
Haven Private, LLC 0.19% New 1,142 $329K
Diker Management LLC 0.39% No change 1,137 $328K
GK Wealth Management LLC 0.41% Add +23.4% 1,133 $326K
Darwin Wealth Management, LLC 0.11% No change 1,342 $325K
Ellenbecker Investment Group 0.06% Add +0.4% 1,125 $324K
Eagle Wealth Strategies LLC 0.20% No change 1,123 $324K
American Investment Services, Inc. 0.06% Reduce -49.0% 1,121 $323K
Bremer Bank National Association 0.06% Add +12.8% 1,120 $323K
Berkshire Asset Management LLC 0.02% Reduce -77.5% 1,059 $323K
Vance Wealth, LLC 0.12% Reduce -1.7% 1,118 $322K
Central Asset Investments & Management Holdings (HK) Ltd 0.63% No change 1,116 $322K
Middleton & Co. Inc. 0.04% Reduce -2.0% 1,112 $320K
Sabal Trust CO 0.02% Reduce -8.3% 1,110 $320K
Apex Wealth Management, LLC 0.29% No change 1,108 $319K
KDT Advisors, LLC 0.47% Add +0.4% 1,104 $318K
Colonial River Investments, LLC 0.17% Add +4.8% 1,101 $317K
Talon Private Wealth, LLC 0.04% Reduce -1.6% 1,101 $317K
Sonata Capital Group Inc. 0.14% No change 1,100 $317K
Nikulski Financial, Inc. 0.10% No change 1,100 $317K
Searle & Co. 0.09% No change 1,100 $317K
Zions Bancorporation, National Association 0.02% — 1,100 $317K
Wealthquest Corp 0.03% No change 1,099 $317K
Westhampton Capital, LLC 0.17% No change 1,098 $316K
Aegis Financial Corp. 0.27% No change 1,097 $316K
Lincoln Capital LLC 0.07% Reduce -42.5% 1,015 $316K
Pathway Financial Advisers, LLC 0.11% Add +4.8% 1,095 $316K
Garrett Wealth Advisory Group, LLC 0.07% Reduce -5.4% 1,095 $316K
Rockwood Wealth Management, LLC 0.03% Add +8.7% 1,092 $315K
Tompkins Financial Corp. 0.03% No change 1,091 $314K
Lester Murray Antman dba SimplyRich 0.09% No change 1,089 $313K
First Merchants Corp. 0.01% Reduce -9.3% 1,086 $313K
Schwallier Wealth Management LLC 0.23% Add +30.3% 1,085 $313K
Strengthening Families & Communities, LLC 0.19% Add +20.0% 1,350 $312K
Broadway Wealth Solutions, Inc. 0.23% No change 1,083 $312K
Capital Analysts, LLC 0.01% Add +20.6% 1,077 $311K
Core Wealth Partners LLC 0.18% Reduce -1.8% 1,078 $311K
Gradient Investments LLC 0.01% Add +8.8% 1,073 $309K
Snider Financial Group 0.10% Add +19.5% 1,071 $309K
Iams Wealth Management, LLC 0.14% Reduce -22.8% 1,069 $308K
Bragg Financial Advisors, Inc 0.01% Reduce -6.6% 1,068 $308K
VanderPol Investments L.L.C. 0.65% No change 1,065 $307K
Northstar Group, Inc. 0.05% No change 1,064 $307K
Key Financial Inc 0.07% Add +2.4% 1,063 $306K
North Berkeley Wealth Management, LLC 0.32% Reduce -4.0% 1,062 $306K
Fielder Capital Group LLC 0.09% No change 1,060 $305K
One Wealth Advisors, LLC 0.05% New 1,057 $305K
Dahring | Cusmano LLC 0.26% Reduce -3.2% 1,054 $304K
Drive Wealth Management, LLC 0.07% Reduce -41.1% 1,053 $303K
WBH Advisory Inc. 0.03% Reduce -11.8% 1,052 $303K
Ridgecrest Wealth Partners, LLC 0.16% No change 1,050 $303K
LaFleur & Godfrey LLC 0.04% No change 1,050 $303K
Gainplan LLC 0.20% Add +18.5% 1,049 $302K
CGC Financial Services, LLC 0.12% No change 1,047 $302K
Merkkuri Wealth Advisors LLC 0.26% Reduce -4.6% 1,045 $301K
Walker Asset Management, LLC 0.18% No change 1,045 $301K
Norris Perne & French LLP 0.02% No change 1,045 $301K
RMR Wealth Builders 0.03% New 1,041 $300K
M. Kulyk & Associates, LLC 0.07% New 1,040 $300K
LexAurum Advisors, LLC 0.06% Reduce -36.6% 1,038 $299K
Willow Creek Wealth Management Inc. 0.03% Reduce -25.9% 1,037 $299K
BTS Asset Management, Inc. 0.34% Reduce -2.9% 1,036 $299K
FourThought Financial Partners, LLC 0.03% Add +3.5% 1,036 $299K
Sageworth Trust Co of South Dakota 0.36% Reduce -22.5% 1,035 $298K
Montz Harcus Wealth Management LLC 0.16% Add +3.7% 1,035 $298K
Astoria Portfolio Advisors LLC. 0.10% New 982 $298K
Earned Wealth Advisors, LLC 0.07% New 1,028 $296K
Bernardo Wealth Planning LLC 0.07% No change 1,027 $296K
Kelly Financial Services LLC 0.10% Reduce -27.2% 1,027 $296K
Mittelman Wealth Management 0.27% Reduce -28.4% 1,020 $294K
JGP Wealth Management, LLC 0.04% New 1,019 $294K
Custos Family Office, LLC 0.10% Add +0.9% 1,018 $293K
Summit Wealth Partners, LLC 0.06% New 1,014 $292K
Blackston Financial Advisory Group, LLC 0.20% Reduce -27.9% 1,013 $292K
Aspen Wealth Management LLC 0.08% No change 1,011 $291K
Bruce G. Allen Investments, LLC 0.23% Reduce -10.6% 1,005 $290K
Carmel Capital Management L.L.C. 0.12% No change 1,005 $290K
Rothschild Wealth LLC 0.08% No change 1,003 $289K
Gilman Hill Asset Management, LLC 0.05% No change 1,002 $289K
Beverly Hills Private Wealth, LLC 0.06% New 1,001 $288K
MFA Wealth Services 0.24% No change 1,000 $288K
Merrion Investment Management Co, LLC 0.21% No change 1,000 $288K
Anthracite Investment Company, Inc. 0.18% New 1,000 $288K
Smith Thornton Advisors LLC 0.18% Add +0.3% 1,000 $288K
Global Trust Asset Management, LLC 0.18% No change 1,000 $288K
Marshall & Sullivan Inc. 0.15% No change 1,000 $288K
Kings Path Partners LLC 0.14% Reduce -80.0% 1,000 $288K
Old West Investment Management, LLC 0.10% No change 1,000 $288K
Ironsides Asset Advisors, LLC 0.08% No change 1,000 $288K
Whitener Capital Management, Inc. 0.08% Reduce -7.0% 1,000 $288K
Bordeaux Wealth Advisors LLC 0.05% No change 1,000 $288K
Baldwin Investment Management, LLC 0.03% New 1,000 $288K
Full Sail Capital, LLC 0.02% No change 1,000 $288K
Harbor Capital Advisors, Inc. 0.01% New 998 $288K
Keystone Global Partners, LLC 0.20% — 998 $288K
Gallacher Capital Management LLC 0.14% Add +6.6% 997 $287K
Shepherd Kaplan Krochuk, LLC 0.24% Reduce -20.3% 992 $286K
Maltin Wealth Management, Inc. 0.13% No change 990 $285K
Spectrum Asset Management, Inc. (NB/CA) 0.13% Reduce -3.8% 988 $285K
First Financial Corp. 0.14% No change 986 $284K
TrueWealth Advisors, LLC 0.09% No change 985 $284K
Eagle Rock Investment Company, LLC 0.05% New 985 $284K
JNBA Financial Advisors 0.03% No change 980 $282K
Financial Security Advisor, Inc. 0.07% Add +5.4% 980 $282K
Highland Capital Management, LLC 0.02% New 980 $282K
Absolute Capital Management, LLC 0.16% Add +1.4% 976 $281K
Legacy Financial Strategies, LLC 0.06% New 975 $281K
North Capital, Inc. 0.26% — 974 $281K
AG Asset Advisory, LLC 0.29% No change 973 $280K
Eq Wealth Advisors, LLC 0.22% No change 972 $280K
Lane & Associates LLC 0.15% Add +20.6% 970 $279K
TFR Capital, LLC. 0.12% No change 969 $279K
SilverOak Wealth Management LLC 0.06% No change 969 $279K
Simmons Bank 0.02% No change 967 $279K
Vident Advisory, LLC 0.00% New 967 $279K
Picton Mahoney Asset Management 0.01% Add +4.9% 965 $278K
Ascentis Independent Advisors 0.05% No change 962 $277K
Graves Light Lenhart Wealth, Inc. 0.03% No change 962 $277K
Forte Capital LLC 0.03% New 959 $276K
Sandhill Capital Partners LLC 0.02% Add +2.0% 958 $276K
Southern Capital Advisors, LLC 0.15% No change 957 $276K
First Western Trust Bank 0.01% No change 957 $276K
Viewpoint Capital Management LLC 0.15% Reduce -11.1% 956 $275K
Centurion Wealth Management LLC 0.09% No change 1,136 $275K
Marcum Wealth, LLC 0.02% Add +4.3% 954 $275K
Worth Financial Advisory Group, LLC 0.17% Reduce -17.8% 953 $275K
Slagle Financial, LLC 0.12% Reduce -21.9% 953 $275K
F/m Investments LLC 0.01% No change 953 $275K
David J Yvars Group 0.22% No change 950 $274K
City State Bank 0.09% No change 946 $273K
Seeds Investor LLC 0.08% Add +3.0% 943 $272K
McDaniel Terry & Co. 0.02% No change 939 $271K
Sloy Dahl & Holst, LLC 0.05% No change 940 $271K
Compass Financial Group, INC 0.05% New 939 $271K
FSA Wealth Management LLC 0.11% No change 938 $270K
HFG Wealth Management, LLC 0.16% New 1,114 $270K
West Bancorporation Inc. 0.18% No change 934 $269K
Holderness Investments Co. 0.06% No change 933 $269K
Nottingham Advisors, Inc. 0.04% Reduce -58.8% 931 $268K
Souders Financial Advisors 0.04% No change 931 $268K
Accredited Investors Inc. 0.02% New 928 $267K
Unified Investment Management 0.31% Reduce -19.6% 923 $266K
Canandaigua National Trust Co of Florida 0.23% Reduce -30.2% 923 $266K
Bond & Devick Financial Network, Inc. 0.10% Reduce -5.4% 923 $266K
Empire Financial Management Company, LLC 0.08% No change 923 $266K
Partners Wealth Management, LLC 0.30% No change 922 $266K
Calamos Wealth Management LLC 0.01% New 920 $265K
Horst & Graben Wealth Management LLC 0.05% Add +2.4% 914 $263K
Villere St Denis J & Co. LLC 0.03% No change 914 $263K
Portland Global Advisors LLC 0.03% New 912 $263K
Symphony Financial Services, Inc. 0.17% Reduce -1.0% 910 $262K
American State Bank (Iowa) 0.16% No change 910 $262K
Financial Freedom, LLC 0.15% No change 909 $262K
Principia Wealth Advisory, LLC 0.25% Reduce -7.7% 917 $262K
Mach-1 Financial Group, LLC 0.08% Reduce -35.1% 907 $261K
Sachetta, LLC 0.11% No change 904 $260K
Paragon Advisors, LLC 0.10% No change 904 $260K
Oak Family Advisors, LLC 0.11% New 901 $260K
Scientech Research LLC 0.07% New 899 $259K
Putney Financial Group LLC 0.27% Add +2.5% 897 $258K
Wealthcare Capital Partners, LLC 0.13% New 896 $258K
Pps&v Asset Management Consultants, Inc. 0.19% No change 895 $258K
TCP Asset Management, LLC 0.06% No change 894 $258K
Farrell Financial LLC 0.19% Reduce -11.8% 893 $257K
Investors Research Corp 0.06% Add +81.9% 893 $257K
Gen-Wealth Partners Inc 0.11% No change 892 $257K
Intrepid Capital Management Inc. 0.16% New 891 $257K
Patrick M Sweeney & Associates, Inc. 0.19% No change 890 $256K
1620 Investment Advisors, Inc. 0.20% Add +8.7% 889 $256K
WealthPlan Investment Management, LLC 0.03% Reduce -1.7% 888 $256K
Capital Market Strategies LLC 0.17% Reduce -30.6% 886 $255K
Peak Asset Management, LLC 0.05% Reduce -6.8% 885 $255K
KKM Financial LLC 0.11% No change 884 $255K
Midwest Financial Network, LLC 0.25% New 883 $254K
Vestor Capital, LLC 0.02% Add +0.7% 881 $254K
WJ Interests, LLC 0.12% No change 875 $252K
Kavar Capital Partners Group, LLC 0.04% New 875 $252K
FLP Wealth Management, LLC 0.80% New 875 $252K
A&I Financial Services, LLC 0.17% No change 873 $252K
Greenberg Financial Group 0.10% — 583 $251K
Team Hewins, LLC 0.10% Reduce -28.9% 867 $250K
True North Advisors, LLC 0.04% Reduce -5.6% 866 $250K
Delta Asset Management LLC 0.02% No change 865 $249K
FSA Advisors, Inc. 0.20% New 864 $249K
Black Point Wealth Management 1.44% Reduce -1.1% 862 $248K
Byrne Financial Freedom, LLC 0.14% New 861 $248K
Grant Private Wealth Management Inc 0.27% New 860 $248K
Allen Wealth Management, LLC 0.17% No change 857 $247K
Planning Center, Inc. 0.03% No change 857 $247K
K.J. Harrison & Partners Inc 0.05% New 853 $246K
Consultiva Wealth Management, Corp. 0.84% No change 850 $245K
Hanover Advisors Inc. 0.11% No change 849 $245K
IAG Wealth Partners, LLC 0.04% Reduce -6.0% 848 $244K
MRWM Advisors, LLC 0.17% No change 847 $244K
Ellis Investment Partners, LLC 0.05% Add +0.8% 847 $244K
EFG Asset Management (Americas) Corp. 0.05% No change 845 $243K
Lewis Asset Management, LLC 0.20% No change 843 $243K
McCarter Private Wealth Services LLC 0.16% Add +0.5% 843 $243K
Solutions 4 Wealth, Ltd 0.43% New 840 $242K
Collaborative Wealth Managment Inc. 0.11% Reduce -13.9% 840 $242K
Spreng Capital Management, Inc. 0.11% New 839 $242K
Bare Financial Services, Inc 0.09% Add +10.3% 839 $242K
BluePointe Capital Management, LLC 0.09% New 837 $241K
Focused Wealth Management, Inc 0.03% Reduce -11.2% 836 $241K
Momentous Wealth Management, Inc. 0.17% New 832 $240K
Mission Hills Financial Advisory, LLC 0.17% New 830 $239K
Liberty Square Wealth Partners LLC 0.09% No change 830 $239K
Cadinha & Co. LLC 0.05% No change 830 $239K
Kathmere Capital Management, LLC 0.02% New 830 $239K
Quotient Wealth Partners, LLC 0.01% New 828 $239K
DKM Wealth Management, Inc. 0.23% No change 828 $239K
Clean Yield Group 0.08% No change 826 $238K
Knightsbridge Asset Management, LLC 0.06% New 823 $237K
Brightwater Advisory LLC 0.19% New 823 $237K
CAP Partners, LLC 0.17% Reduce -0.5% 823 $237K
Portfolio Strategies, Inc. 0.04% New 821 $237K
Ballew Advisors, Inc 0.16% Reduce -76.8% 794 $237K
Richmond Investment Services, LLC 0.13% New 816 $235K
LBMC Investment Advisors, LLC 0.02% New 815 $235K
QTR Family Wealth, LLC 0.18% — 809 $233K
Long Island Wealth Management, Inc. 0.14% New 808 $233K
Vista Investment Management 0.09% New 808 $233K
Matrix Asset Advisors Inc. 0.03% Reduce -16.4% 808 $233K
MB Generational Wealth, LLC 0.17% New 805 $232K
Wilson & Boucher Capital Management, LLC 0.17% New 805 $232K
Impact Investors, Inc 0.18% Reduce -7.6% 804 $232K
Callan Capital, LLC 0.02% New 804 $232K
Cura Wealth Advisors, LLC 0.09% New 803 $231K
Second Half Financial Partners, LLC 0.11% Reduce -7.2% 801 $231K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -44.2% 801 $231K
Orion Capital Management LLC 0.10% No change 800 $231K
Gibson Capital, LLC 0.05% New 800 $231K
Barr E S & Co. 0.01% New 800 $231K
Fiera Capital Corp 0.00% New 800 $231K
3EDGE Asset Management, LP 0.02% New 799 $230K
Financial Perspectives, Inc 0.08% No change 798 $230K
Accretive Wealth Partners, LLC 0.08% New 727 $229K
Confluence Investment Management LLC 0.00% New 795 $229K
Bristlecone Advisors, LLC 0.02% New 794 $229K
Bay Capital Advisors, LLC 0.19% Reduce -4.0% 794 $229K
Entrewealth, LLC 0.18% Reduce -4.3% 792 $228K
First Nebraska Trust Co 0.02% New 792 $228K
TruWealth Advisors, LLC 0.01% New 791 $228K
Studio Investment Management LLC 0.05% No change 790 $228K
Callahan Advisors, LLC 0.02% New 789 $227K
BIP Wealth, LLC 0.01% New 789 $227K
Beacon Financial Advisory LLC 0.07% New 787 $227K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% New 800 $227K
Miller Financial Services LLC 0.33% Reduce -84.4% 785 $226K
Stonebridge Capital Advisors LLC 0.02% New 785 $226K
Paul R. Ried Financial Group, LLC 0.16% New 784 $226K
Sylvest Advisors, LLC 0.14% New 784 $226K
Strategic Family Wealth Counselors, L.L.C. 0.07% New 783 $226K
Clark Financial Services Group Inc. 0.16% New 782 $225K
RFP Financial Group LLC 0.09% New 781 $225K
Pine Haven Investment Counsel, Inc 0.19% New 779 $224K
Novak & Powell Financial Services, Inc. 0.14% Reduce -31.9% 776 $224K
Sanchez Wealth Management Group 0.06% Reduce -25.6% 776 $224K
Divergent Planning, LLC 0.07% New 775 $223K
Moneywise, Inc. 0.12% New 775 $223K
Intelligent Financial Strategies 0.12% No change 775 $223K
Stokes Family Office, LLC 0.03% New 775 $223K
Detalus Advisors, LLC 0.07% New 774 $223K
Gallagher Fiduciary Advisors, LLC 0.01% New 773 $223K
Harmony Asset Management LLC 0.09% New 773 $223K
Warren Street Wealth Advisors, LLC 0.09% New 771 $222K
Advus Financial Partners, LLC 0.06% New 771 $222K
Clark Capital Management Group, Inc. 0.00% New 771 $222K
Waddell & Associates, LLC 0.03% New 770 $222K
Condor Capital Management 0.02% New 770 $222K
Phil A. Younker & Associates, Ltd. 0.22% New 766 $221K
SLT Holdings LLC 0.22% New 765 $220K
American Trust 0.05% Reduce -82.1% 760 $219K
Buffington Mohr McNeal 0.04% Reduce -55.0% 760 $219K
Marmo Financial Group, LLC 0.12% New 757 $218K
Private Management Group Inc. 0.01% New 757 $218K
Salem Investment Counselors Inc. 0.01% Add +15.5% 753 $217K
Lloyd Advisory Services, LLC. 0.11% New 752 $217K
Colony Family Offices, LLC 0.07% New 752 $217K
Capital Planning LLC 0.06% New 750 $216K
Parr McKnight Wealth Management Group, LLC 0.03% Reduce -61.6% 747 $215K
Capstone Financial Advisors, Inc. 0.01% New 746 $215K
Vermillion Wealth Management, Inc. 0.06% Add +0.4% 743 $214K
Birchcreek Wealth Management, LLC 0.13% New 742 $214K
North Forty Two & Co. 0.24% New 741 $214K
Meriwether Wealth & Planning, LLC 0.14% New 738 $213K
Rodgers Brothers Inc. 0.03% New 738 $213K
UNIVEST FINANCIAL Corp 0.01% New 737 $212K
LVW Advisors, LLC 0.03% New 736 $212K
Berkshire Money Management, Inc. 0.02% New 736 $212K
Argyle Capital Partners, LLC 0.18% New 735 $212K
Kestra Investment Management, LLC 0.00% Add +15.2% 735 $212K
Beacon Bank & Trust 0.05% New 734 $211K
WestHill Financial Advisors, Inc. 0.05% New 733 $211K
True Vision MN LLC 0.13% New 731 $211K
Atlantic Edge Private Wealth Management, LLC 0.06% Add +3.5% 730 $210K
Silver Oak Advisory Group, Inc. 0.11% New 729 $210K
Signet Financial Management, LLC 0.03% Reduce -12.6% 726 $209K
Paragon Capital Management Inc. 0.17% Reduce -22.2% 724 $209K
WJ Wealth Management, LLC 0.07% New 724 $209K
Ackerman Capital Advisors, LLC 0.05% New 721 $208K
Sculati Wealth Management, LLC 0.08% Reduce -27.6% 717 $207K
TLWM 0.04% New 717 $207K
Entruity Wealth, LLC 0.19% New 716 $206K
Icon Wealth Advisors, LLC 0.02% No change 714 $206K
Accredited Investor Services, LLC 0.17% New 713 $205K
IRON Financial LLC 0.12% New 713 $205K
Root Financial Partners, LLC 0.02% Reduce -58.1% 713 $205K
Koss-Olinger Consulting, LLC 0.02% New 711 $205K
Everpar Advisors LLC 0.11% New 710 $205K
Novare Capital Management LLC 0.02% New 708 $204K
Echo45 Advisors LLC 0.14% New 708 $204K
Atlantic Family Wealth, LLC 0.19% New 707 $204K
Prudent Investors Network, Inc. 0.06% New 707 $204K
Treasure Coast Financial Planning 0.13% New 705 $203K
Foster & Motley Inc. 0.01% New 704 $203K
Smith Chas P & Associates Pa Cpas 0.01% New 702 $202K
Hunter Perkins Capital Management, LLC 0.05% New 700 $202K
BNC Wealth Management, LLC 0.07% New 701 $202K
AA Financial Advisors, LLC 0.05% New 701 $202K
Cladis Investment Advisory, LLC 0.15% New 700 $202K
First County Bank 0.11% New 700 $202K
One Plus One Wealth Management, LLC 0.11% New 700 $202K
Pinion Investment Advisors, LLC 0.04% Reduce -21.4% 700 $202K
Claris Financial LLC 0.13% No change 832 $201K
Hobart Private Capital, LLC 0.05% Reduce -88.0% 696 $201K
Wolff Wiese Magana LLC 0.14% Add +26.1% 695 $200K
REDW Wealth LLC 0.07% New 695 $200K
Foster Dykema Cabot & Partners, LLC 0.02% Add +4.0% 681 $196K
Salomon & Ludwin, LLC 0.02% Add +0.3% 679 $196K
Synergy Investment Management, LLC 0.08% No change 672 $194K
River Street Advisors LLC 0.09% New 655 $189K
Center for Financial Planning, Inc. 0.02% No change 652 $188K
PFS Partners, LLC 0.10% No change 651 $188K
Lagoda Investment Management, L.P. 0.12% No change 650 $187K
Contravisory Investment Management, Inc. 0.04% Add +5266.7% 644 $186K
Parkside Financial Bank & Trust 0.02% No change 631 $182K
Clearstead Trust, LLC 0.04% No change 627 $181K
Spectrum Wealth Counsel, LLC 0.02% Add +0.3% 617 $178K
Elgethun Capital Management 0.04% Add +19.4% 615 $177K
Kiker Wealth Management, LLC 0.12% Reduce -61.5% 602 $173K
Western Pacific Wealth Management, LP 0.16% New 600 $173K
General Partner, Inc. 0.11% No change 600 $173K
GHP Investment Advisors, Inc. 0.01% No change 600 $173K
Pacifica Partners Inc. 0.08% Reduce -0.2% 588 $168K
GAMMA Investing LLC 0.01% Add +226.0% 577 $166K
Slocum, Gordon & Co LLP 0.12% No change 573 $165K
BankPlus Trust Department 0.05% No change 570 $164K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +6.6% 568 $164K
Sterling Capital Management LLC 0.00% No change 560 $161K
Lake Street Private Wealth, LLC 0.03% Reduce -49.0% 559 $161K
St Germain D J Co. Inc. 0.01% Reduce -59.0% 551 $159K
McIlrath & Eck, LLC 0.02% Reduce -4.0% 548 $158K
Concord Wealth Partners 0.03% No change 547 $158K
Piscataqua Savings Bank 0.14% No change 544 $157K
Cape Investment Advisory, Inc. 0.06% Add +11.8% 540 $156K
Birch Capital Management, LLC 0.08% No change 535 $154K
Elevation Wealth Partners, LLC 0.07% Reduce -6.2% 528 $152K
Evermay Wealth Management LLC 0.02% Reduce -30.7% 526 $152K
Lummis Asset Management, LP 0.11% Add +0.8% 525 $151K
GoalVest Advisory LLC 0.04% Reduce -26.3% 524 $151K
Operose Advisors LLC 0.05% No change 520 $150K
Resources Management Corp. /CT/ 0.02% No change 505 $146K
Abound Wealth Management 0.05% Reduce -5.3% 505 $146K
Peoples Financial Services Corp. 0.07% No change 500 $144K
Smallwood Wealth Investment Management, LLC 0.09% New 499 $144K
Pineridge Advisors LLC 0.06% Reduce -19.6% 497 $143K
Morton Brown Family Wealth, LLC 0.05% Reduce -2.0% 493 $142K
Old Second National Bank of Aurora 0.03% Reduce -7.7% 489 $141K
Millstone Evans Group, LLC 0.09% No change 470 $135K
Burkett Financial Services, LLC 0.05% Reduce -9.0% 466 $134K
MilWealth Group LLC 0.04% No change 456 $131K
Redmont Wealth Advisors LLC 0.25% New 454 $131K
Bangor Savings Bank 0.01% Reduce -10.0% 450 $130K
Wood Tarver Financial Group, LLC 0.04% No change 446 $129K
Field & Main Bank 0.05% Reduce -5.3% 445 $128K
Bellwether Advisors, LLC 0.03% Add +2009.5% 443 $128K
Addison Advisors LLC 0.03% No change 438 $126K
Richard W. Paul & Associates, LLC 0.05% Reduce -13.3% 438 $126K
Valley National Advisers Inc. 0.02% Add +9.8% 436 $125K
Opal Wealth Advisors, LLC 0.04% New 433 $125K
Tradewinds Capital Management, LLC 0.03% Reduce -52.6% 430 $124K
New England Capital Financial Advisors LLC 0.06% No change 428 $123K
Vision Financial Markets LLC 0.13% Add +6.3% 425 $122K
Valley Wealth Managers, Inc. 0.01% No change 425 $122K
Cary Street Partners Investment Advisory LLC 0.07% New 422 $122K
Cheviot Value Management, LLC 0.01% New 395 $121K
Wayfinding Financial, LLC 0.05% New 411 $118K
New Millennium Group LLC 0.08% Add +68.3% 399 $115K
Vermillion & White Wealth Management Group, LLC 0.08% No change 398 $115K
Kentucky Trust Co 0.07% Add +22.2% 385 $111K
West Oak Capital, LLC 0.06% No change 380 $110K
Cherry Tree Wealth Management, LLC 0.03% Add +23.9% 378 $109K
TD Capital Management LLC 0.01% Add +114.3% 375 $108K
Compass Planning Associates Inc 0.10% Add +125.0% 360 $104K
Founders Capital Management 0.07% No change 360 $104K
ESL Trust Services, LLC 0.02% No change 352 $101K
Truvestments Capital LLC 0.02% No change 350 $101K
Brown, Lisle/Cummings, Inc. 0.03% No change 349 $101K
Johnson Financial Group, Inc. 0.00% No change 323 $93K
Hoey Investments, Inc. 0.02% No change 320 $92K
Holos Integrated Wealth LLC 0.06% No change 311 $90K
MCF Advisors LLC 0.01% Add +2.7% 306 $88K
Mowery & Schoenfeld Wealth Management, LLC 0.17% Reduce -92.3% 305 $88K
Tacita Capital Inc 0.06% No change 300 $86K
Costello Asset Management, INC 0.03% Add +197.0% 297 $86K
Toth Financial Advisory Corp. 0.01% Add +11.3% 286 $82K
Cedar Mountain Advisors, LLC 0.02% No change 285 $82K
Covestor Ltd 0.05% Reduce -8.9% 286 $82K
AllSquare Wealth Management LLC 0.05% Add +10.2% 280 $81K
Sittner & Nelson, LLC 0.03% No change 275 $79K
SIMA Wealth Partners, LLC 0.07% Add +36.5% 273 $79K
Creative Capital Management Investments LLC 0.03% No change 272 $78K
Anderson Financial Strategies, LLC 0.05% No change 270 $78K
Bell Investment Advisors, Inc 0.01% No change 265 $76K
Capital A Wealth Management, LLC 0.08% Add +4233.3% 260 $75K
Bernard Wealth Management Corp. 0.04% Reduce -39.7% 254 $73K
Trifecta Capital Advisors, LLC 0.02% New 250 $72K
Crews Bank & Trust 0.01% Add +6.4% 250 $72K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $72K
Financial Network Wealth Advisors LLC 0.09% Add +189.4% 246 $71K
Halbert Hargrove Global Advisors, LLC 0.00% No change 242 $70K
Godsey & Gibb, Inc. 0.01% Add +10.1% 241 $69K
Richards, Merrill & Peterson, Inc. 0.04% No change 235 $68K
Caldwell Sutter Capital, Inc. 0.03% Add +206.6% 233 $67K
Coastline Trust Co 0.01% No change 230 $66K
Silicon Valley Capital Partners 0.01% No change 232 $66K
Pension & Wealth Management Advisors, Inc. 0.02% No change 225 $65K
Fortitude Family Office, LLC 0.02% No change 215 $62K
SOA Wealth Advisors, LLC. 0.01% Reduce -4.5% 212 $61K
Mb, Levis & Associates, LLC 0.03% No change 206 $59K
Cornerstone Planning Group LLC 0.01% No change 195 $59K
Belmont Capital, LLC 0.01% No change 201 $58K
Front Row Advisors LLC 0.02% New 200 $58K
West Branch Capital LLC 0.02% No change 200 $58K
Pittenger & Anderson Inc. 0.00% No change 199 $57K
Summer Road LLC 0.05% Add +5.0% 210 $57K
Northwest Capital Management Inc 0.02% No change 196 $56K
Abound Financial, LLC 0.03% New 195 $56K
PSI Advisors, LLC 0.02% Reduce -58.3% 194 $56K
American National Bank & Trust 0.01% Add +189.4% 191 $55K
Inlight Wealth Management, LLC 0.03% New 190 $55K
Proffitt & Goodson Inc. 0.01% No change 190 $55K
McClarren Financial Advisors, Inc. 0.04% Add +100.0% 376 $54K
Nordwand Advisors, LLC 0.02% No change 185 $53K
Accordant Advisory Group Inc 0.05% No change 184 $53K
HWG Holdings LP 0.02% New 183 $53K
Keystone Financial Group, Inc. 0.04% No change 163 $51K
Advantage Trust Co 0.03% No change 170 $49K
Roble, Belko & Company, Inc 0.01% No change 167 $48K
PayPay Securities Corp 2.68% Add +22.7% 162 $47K
JDM Financial Group LLC 0.02% No change 155 $45K
Tortoise Investment Management, LLC 0.00% No change 152 $44K
TFC Financial Management, Inc. 0.01% No change 150 $43K
Beutel, Goodman & Co Ltd. 0.00% New 150 $43K
Security National Bank 0.01% No change 137 $39K
Legacy Wealth Managment, LLC 0.03% Add +51.1% 136 $39K
First PREMIER Bank 0.01% No change 120 $35K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -3.2% 120 $35K
Stone House Investment Management, LLC 0.01% New 119 $34K
Frazier Financial Advisors, LLC 0.03% Reduce -1.7% 118 $34K
Columbia River Financial Group, LLC 0.02% New 120 $34K
Roxbury Financial LLC 0.03% No change 127 $33K
Wealth Advisors of Tampa Bay, LLC 0.01% New 115 $33K
Murphy & Mullick Capital Management Corp 0.03% Add +4.7% 112 $32K
Coston, McIsaac & Partners 0.01% No change 113 $32K
MJT & Associates Financial Advisory Group, Inc. 0.03% — 105 $30K
Painted Porch Advisors LLC 0.01% No change 102 $29K
Legacies Wealth LLC 0.02% Reduce -20.0% 100 $29K
Islay Capital Management, LLC 0.02% No change 100 $29K
Perritt Capital Management Inc 0.02% No change 100 $29K
Prestige Wealth Management Group LLC 0.01% No change 100 $29K
Asset Management One Co., Ltd. 0.00% Reduce -50.0% 100 $29K
Gold Investment Management Ltd. 0.01% No change 98 $28K
WealthTrak Capital Management LLC 0.02% Add +12.2% 92 $27K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 87 $25K
Eisler Capital Management Ltd. 0.00% Reduce -99.9% 86 $25K
Ascentis Wealth Management, LLC 0.01% Reduce -55.3% 81 $23K
4Thought Financial Group Inc. 0.01% Reduce -10.0% 81 $23K
CNB Bank 0.01% No change 80 $23K
Mark Sheptoff Financial Planning, LLC 0.01% Add +141.9% 75 $22K
Kathleen S. Wright Associates Inc. 0.01% No change 75 $22K
Signature Resources Capital Management, LLC 0.02% New 75 $22K
Park Place Capital Corp 0.01% New 69 $20K
Compass Financial Services Inc 0.01% No change 69 $20K
Pflug Koory, LLC 0.01% No change 65 $19K
Financial Avengers, Inc. 0.01% No change 65 $19K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 62 $18K
Trivant Custom Portfolio Group, LLC 0.01% No change 60 $17K
Evergreen Private Wealth LLC 0.01% No change 60 $17K
Broadwater Capital Management LLC 0.01% No change 59 $17K
Grove Bank & Trust 0.00% No change 58 $17K
Clarity Asset Management, Inc. 0.01% No change 55 $16K
Thompson Investment Management, Inc. 0.00% No change 55 $16K
2UniFi Bank 0.01% Reduce -13.0% 60 $16K
Kozak & Associates, Inc. 0.00% New 50 $15K
Binnacle Investments Inc 0.01% — 50 $14K
Moser Wealth Advisors, LLC 0.01% No change 50 $14K
Missouri Trust & Investment Co 0.01% New 50 $14K
Rise Advisors, LLC 0.01% Add +8.9% 49 $14K
Lowe Wealth Advisors, LLC 0.01% No change 48 $14K
Rialto Wealth Management, LLC 0.00% No change 46 $13K
Pinney & Scofield, Inc. 0.01% No change 41 $12K
Brooklyn Investment Group 0.00% No change 36 $10K
Valued Wealth Advisors LLC 0.01% No change 35 $10K
Davis Capital Management 0.01% No change 34 $10K
Atala Financial Inc 0.01% No change 34 $10K
Decker Retirement Planning Inc. 0.01% New 34 $10K
Milestone Investment Advisors LLC 0.00% No change 32 $9K
Atwood & Palmer Inc. 0.00% No change 31 $9K
Horizon Investments, LLC 0.00% Add +3000.0% 31 $9K
Horizon Financial Services, LLC 0.00% No change 29 $8K
Barnes Dennig Private Wealth Management LLC 0.01% — 26 $7K
Minot DeBlois Advisors LLC 0.01% Reduce -28.6% 25 $7K
Horizons Wealth Management 0.00% No change 21 $6K
Graney & King, LLC 0.00% No change 20 $6K
Future Financial Wealth Managment LLC 0.00% No change 20 $6K
REAP Financial Group, LLC 0.00% Reduce -80.2% 18 $5K
Hemington Wealth Management 0.00% Add +30.8% 17 $4K
Bellevue Asset Management, LLC 0.00% No change 10 $3K
SWAN Capital LLC 0.00% No change 10 $3K
Hillsdale Investment Management Inc. 0.00% Reduce -60.0% 10 $3K
Global Wealth Strategies & Associates 0.00% New 9 $3K
Hager Investment Management Services, LLC 0.00% No change 6 $2K
PEAK6 LLC 0.00% New 3 $911
HighMark Wealth Management LLC 0.00% New 2 $576
Prudent Man Investment Management, Inc. 0.00% No change 1 $243
FNY Investment Advisers, LLC 0.00% New 2 $0

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