SPDR Gold SharesGLDETF

13F holders, Q2 2025 (June 30)
2,655holders +74
163new positions
86sold out
11famous investors
$300.16avg. 13F price*

At the end of Q2 2025, 2,655 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, up 74 from Q1 2025. 163 opened new positions and 86 sold out. The largest holders were Morgan Stanley ($3.5B), Bank of America Corp. ($3.3B) and UBS Group AG ($2.0B). 11 famous investors held it, including David Einhorn (2.2% of Greenlight Capital (DME Capital Management)'s portfolio), Ray Dalio (1.4% of Bridgewater Associates's portfolio) and Paul Tudor Jones (0.5% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions163$1.2B
Exits86$940.9M

All 13F filers, Q1 2025 → Q2 2025: 15,469,253 shares bought and 15,084,559 shares sold, net +384,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,655 holders

Morgan Stanley 0.23% Reduce -6.9% 11,534,925 $3.5B
Bank of America Corp. 0.27% Reduce -3.4% 10,985,220 $3.3B
UBS Group AG 0.42% Reduce -18.1% 6,619,040 $2.0B
LPL Financial LLC 0.43% Add +8.2% 4,234,425 $1.3B
Wells Fargo & Company 0.28% Reduce -4.8% 4,143,566 $1.3B
Goldman Sachs Group Inc. 0.16% Add +64.7% 3,154,650 $961.6M
BlackRock, Inc. 0.01% Reduce -28.8% 2,521,311 $768.6M
First Eagle Investment Management, LLC 1.50% Reduce -21.6% 2,464,780 $746.5M
Royal Bank of Canada 0.14% Add +19.6% 2,334,311 $711.6M
Raymond James Financial Inc. 0.23% Add +7.1% 2,210,126 $673.7M
JPMorgan Chase & Co. 0.04% Add +14.2% 1,972,787 $601.4M
Ameriprise Financial Inc. 0.11% Reduce -3.3% 1,505,075 $458.0M
HighTower Advisors, LLC 0.56% Reduce -8.2% 1,472,901 $449.0M
Jane Street Group, LLC 0.72% Add +1.9% 1,438,999 $438.7M
Comprehensive Financial Management LLC 10.78% No change 1,267,529 $386.4M
Envestnet Asset Management Inc. 0.11% Reduce -2.5% 1,187,272 $361.9M
Barclays PLC 0.14% Add +69.0% 1,109,444 $338.2M
Bridgewater Associates 1.36% No change 1,106,395 $337.3M
Pureheart Capital Pte Ltd. 50.61% Reduce -18.0% 1,005,000 $306.4M
Commonwealth Equity Services, LLC 0.40% Reduce -13.3% 989,876 $301.7M
Virtu Financial LLC 13.62% New 872,580 $266.0M
Rockefeller Capital Management L.P. 0.57% Add +15.4% 854,436 $260.5M
State Street Corp. 0.01% Add +5.9% 854,101 $260.4M
Susquehanna International Group, LLP 0.39% Add +6352.6% 838,905 $255.7M
Stifel Financial Corp. 0.25% Reduce -0.4% 831,747 $253.5M
Orbis Allan Gray Ltd 1.20% Reduce -14.9% 810,205 $247.0M
Citadel Advisors 0.22% New 801,305 $244.3M
WealthNavi Inc. 2.39% Reduce -11.7% 777,717 $237.1M
Cetera Investment Advisers 0.40% Reduce -6.2% 770,634 $234.9M
US Bancorp \de 0.29% Add +0.3% 767,160 $233.9M
Osaic Holdings, Inc. 0.41% Add +3.5% 749,134 $228.2M
SG Americas Securities, LLC 1.00% Add +19.4% 736,710 $224.6M
Arizona PSPRS Trust 7.33% Reduce -0.2% 724,052 $220.7M
Mizuho Bank, Ltd. 21.56% Add +20.0% 720,000 $219.5M
Northern Trust Corp. 0.03% Add +4.4% 707,868 $215.8M
TD Asset Management Inc 0.18% Add +108.4% 685,151 $208.9M
PNC Financial Services Group, Inc. 0.13% Add +0.9% 673,776 $205.4M
BNP Paribas Financial Markets 0.16% Reduce -52.7% 653,109 $199.1M
PPSC Investment Service Corp 16.76% Add +12.6% 589,232 $179.6M
Truist Financial Corp. 0.26% Reduce -0.8% 571,845 $174.3M
Cambridge Investment Research Advisors, Inc. 0.51% Reduce -10.3% 545,331 $166.2M
Corient Private Wealth LP 0.22% Add +3.0% 533,382 $162.2M
Starr Indemnity & Liability Co 56.29% Add +54.2% 504,418 $153.8M
Mitsubishi UFJ Trust & Banking Corp 0.35% Add +16.2% 490,100 $149.4M
Arnhold LLC 13.51% Reduce -3.9% 487,875 $148.2M
Sequoia Financial Advisors, LLC 1.00% Add +6.9% 478,370 $145.8M
Sumitomo Mitsui Financial Group, Inc. 2.38% Add +11.2% 477,869 $145.7M
Bleichroeder LP 35.75% No change 475,000 $144.8M
Mariner, LLC 0.20% Add +3.2% 455,981 $139.0M
MML Investors Services, LLC 0.39% Add +4.5% 448,753 $136.8M
Northwestern Mutual Wealth Management Co. 0.10% Add +9.2% 440,634 $134.3M
Citigroup Inc. 0.09% Reduce -56.1% 434,094 $132.3M
Cerity Partners LLC 0.23% Reduce -3.5% 426,750 $130.1M
Bradley Foster & Sargent Inc. 1.99% Add +27.1% 416,251 $126.9M
C V Starr & Co. Inc. 60.46% Add +86.7% 381,723 $116.4M
AlTi Global, Inc. 2.89% Reduce -19.8% 376,663 $115.2M
Banco Bilbao Vizcaya Argentaria, S.A. 1.04% Add +13.4% 378,973 $114.6M
Allen Investment Management, LLC 1.22% Add +5.8% 368,166 $112.2M
Focus Partners Wealth 0.24% Add +23.0% 361,443 $110.2M
Proficio Capital Partners LLC 6.85% Add +555.2% 2,354,770 $110.1M
Stenham Asset Management Ltd 46.26% Reduce -0.1% 348,162 $106.1M
Cwm, LLC 0.37% Reduce -3.1% 347,208 $105.8M
Harvard Management Co. Inc. 7.08% New 333,000 $101.5M
Quadrature Capital Ltd 1.72% New 328,060 $100.0M
Rockland Trust Co. 4.78% Reduce -6.1% 321,737 $98.1M
Kestra Advisory Services, LLC 0.47% Add +9.6% 318,386 $97.1M
Bailard, Inc. 2.25% Reduce -1.9% 317,261 $96.7M
Private Advisor Group, LLC 0.51% Add +17.3% 309,632 $94.4M
GLOBALT Investments LLC / GA 3.60% Reduce -37.9% 308,191 $93.9M
Flow Traders U.S. LLC 3.44% Add +276.0% 304,814 $92.9M
Cerity Partners OCIO LLC 5.10% Reduce -8.8% 301,712 $92.0M
First National Trust Co 3.27% Add +0.3% 287,106 $87.5M
Prudential PLC 0.51% Reduce -2.5% 274,809 $83.8M
Baird Financial Group, Inc. 0.15% Reduce -8.6% 272,589 $83.1M
Banco Santander, S.A. 0.77% Add +30.3% 266,893 $81.4M
Fullerton Fund Management Co Ltd. 3.17% Add +85.7% 256,732 $78.3M
Factory Mutual Insurance Co. 0.84% No change 252,100 $76.8M
Diversify Advisory Services, LLC 2.90% Reduce -8.1% 245,968 $75.8M
Lido Advisors, LLC 0.40% Add +2.9% 248,641 $75.8M
DRW Securities, LLC 5.28% Add +371.0% 246,570 $75.2M
Captrust Financial Advisors 0.17% Reduce -8.6% 245,266 $74.8M
FIL Ltd 0.06% Reduce -28.9% 242,843 $74.0M
NewEdge Advisors, LLC 0.38% Add +20.0% 242,398 $73.9M
Cresset Asset Management, LLC 0.37% Reduce -11.2% 241,544 $73.6M
Wealth Enhancement Advisory Services, LLC 0.12% Reduce -6.0% 235,503 $72.3M
Foundations Investment Advisors, LLC 1.14% Reduce -12.5% 236,863 $72.2M
Cibc World Market Inc. 0.16% Reduce -2.6% 235,527 $71.8M
Victory Capital Management Inc. 0.05% Reduce -14.5% 232,741 $70.9M
Brown Advisory Inc. 0.09% Reduce -5.0% 232,073 $70.7M
BCM Advisors, LLC 14.88% Reduce -0.3% 228,182 $69.9M
Capitolis Liquid Global Markets LLC 0.49% New 221,525 $67.5M
W1M Asset Management Ltd 5.09% Reduce -0.3% 220,166 $67.1M
Tudor Investment Corporation 0.50% Reduce -36.2% 215,359 $65.6M
Mesirow Financial Investment Management, Inc. 1.26% Reduce -12.7% 212,260 $64.7M
Rathbones Group PLC 0.27% Reduce -1.8% 207,750 $63.3M
Sanctuary Advisors, LLC 0.39% Add +22.5% 204,465 $62.3M
ArrowMark Colorado Holdings LLC 1.10% No change 200,000 $61.0M
Atria Investments, Inc 0.71% Add +25.9% 197,582 $60.2M
Synovus Financial Corp. 0.73% Reduce -3.0% 196,973 $60.0M
Moody LYNN Lieberson & Walker, LLC 3.44% Reduce -1.9% 195,531 $59.6M
Teacher Retirement System of Texas 0.25% Add +79.3% 195,300 $59.5M
Briaud Financial Planning Inc 23.46% Reduce -24.0% 195,132 $59.5M
Glenmede Investment Management, LP 0.30% — 192,740 $58.8M
Dimension Capital Management LLC 9.14% Add +0.5% 191,316 $58.3M
Janney Montgomery Scott LLC 0.15% Reduce -6.9% 190,715 $58.1M
Northside Capital Management, LLC 4.43% Add +12058.6% 190,647 $58.1M
National Bank of Canada 0.06% Reduce -25.3% 186,471 $56.8M
Hancock Whitney Corp. 1.08% Reduce -1.2% 185,873 $56.7M
Creative Planning 0.05% Reduce -7.8% 184,568 $56.3M
Staley Capital Advisers Inc. 2.37% Reduce -1.1% 182,782 $55.7M
Rock Creek Group LLC 6.50% Reduce -24.3% 181,845 $55.4M
Fifth Third Bancorp 0.19% Reduce -3.5% 181,126 $55.2M
Steward Partners Investment Advisory, LLC 0.43% Add +16.9% 179,509 $54.7M
Jones Financial Companies LLLP 0.04% Add +40.1% 173,723 $52.3M
Greenlight Capital (DME Capital Management) 2.22% Reduce -6.0% 169,411 $51.6M
Scotia Capital Inc. 0.24% Reduce -5.1% 169,343 $51.6M
Brookstone Capital Management 0.67% Add +20.3% 167,784 $51.1M
Jain Global LLC 0.84% New 167,559 $51.1M
Tanglewood Wealth Management, Inc. 5.01% Reduce -9.0% 166,719 $50.8M
Redhawk Wealth Advisors, Inc. 6.25% Add +5.2% 163,399 $49.8M
Capstone Investment Advisors, LLC 0.51% Add +5864.1% 162,401 $49.5M
Equitable Holdings, Inc. 0.39% Reduce -0.7% 155,069 $47.3M
Bank of New York Mellon Corp 0.01% Add +12.0% 150,787 $46.0M
Wellington Management Group LLP 0.01% Add +10.7% 149,871 $45.7M
Armstrong Advisory Group, Inc. 3.42% Add +4452.5% 148,001 $45.1M
Pictet North America Advisors SA 4.41% Add +6.3% 144,697 $43.9M
Blair William & Co. 0.12% Reduce -17.3% 144,055 $43.9M
Rice Partnership, LLC 7.60% Reduce -0.9% 143,411 $43.7M
TD Waterhouse Canada Inc. 0.31% Add +26.5% 140,620 $43.2M
Comerica Bank 0.17% Add +3.6% 140,043 $42.7M
Portfolio Design Labs, LLC 8.36% Add +113.2% 139,723 $42.6M
Walleye Capital LLC 0.43% Add +596.5% 138,487 $42.2M
Avantax Advisory Services, Inc. 0.23% Add +3.5% 137,441 $41.9M
Oakworth Capital, Inc. 2.67% Add +3.5% 136,128 $41.5M
SMI Advisory Services, LLC 8.01% Reduce -3.3% 134,444 $41.4M
Pinkerton Wealth, LLC 4.91% Add +8.3% 134,915 $41.1M
Concurrent Investment Advisors, LLC 0.80% Add +41.6% 134,643 $41.0M
Mackenzie Financial Corp. 0.05% Add +13.1% 132,765 $40.5M
Alamea Verwaltungs GmbH 30.07% No change 131,069 $40.0M
Keybank National Association 0.15% Reduce -3.2% 131,041 $39.9M
WS Management LLLP 6.95% Add +8.3% 130,678 $39.8M
Bleakley Financial Group, LLC 1.00% Reduce -0.3% 129,417 $39.5M
Itau Unibanco Holding S.A. 1.48% Add +154.4% 127,811 $39.0M
Richard C. Young & CO., LTD. 3.81% Reduce -1.9% 126,494 $38.6M
Wealthfront Advisers LLC 0.10% Add +13.0% 123,080 $37.5M
Beacon Pointe Advisors, LLC 0.38% Add +0.1% 120,305 $36.7M
Wolverine Trading, LLC 0.93% Add +266.2% 121,273 $36.5M
AQR Capital Management 0.03% Reduce -2.6% 119,629 $36.5M
&partners 0.27% Add +13.5% 116,301 $35.4M
Allworth Financial LP 0.17% Add +5.8% 115,508 $35.2M
Ascent Group, LLC 1.32% Add +117.1% 111,001 $33.8M
Belvedere Trading LLC 2.65% New 110,487 $33.7M
AlphaCore Capital LLC 1.27% Reduce -0.5% 109,494 $33.4M
Trilogy Capital Inc. 1.62% Add +350.0% 109,296 $33.3M
CWA Asset Management Group, LLC 1.40% Add +16.5% 108,875 $33.2M
Independent Advisor Alliance 0.96% Add +6.0% 108,816 $33.2M
Chesley Taft & Associates LLC 1.48% Add +0.6% 108,385 $33.0M
Kestra Private Wealth Services, LLC 0.47% Reduce -6.7% 107,078 $32.6M
Ieq Capital, LLC 0.20% Reduce -9.4% 106,029 $32.3M
AMG National Trust Bank 0.84% Reduce -1.9% 104,873 $32.0M
Advisory Services Network, LLC 0.51% Add +15.6% 105,196 $31.9M
Sapient Capital LLC 0.57% Reduce -10.8% 103,632 $31.6M
Townsend & Associates, Inc 3.11% Reduce -18.1% 102,174 $31.4M
D. Scott Neal, Inc. 15.58% Add +0.7% 102,535 $31.3M
Prospera Financial Services Inc 0.57% Add +11.3% 100,410 $30.6M
Cercano Management LLC 0.87% Reduce -1.6% 100,346 $30.6M
Lazard Asset Management LLC 0.05% Add +7.5% 99,592 $30.4M
Stonebridge Financial Group, LLC 2.93% Reduce -14.3% 99,015 $30.2M
Manufacturers Life Insurance Company, The 0.03% Add +30.1% 98,206 $29.9M
True Freedom Investing, LLC 11.42% — 95,154 $29.0M
Franklin Resources Inc. 0.01% Reduce -0.4% 93,760 $28.6M
Hilltop Holdings Inc. 1.83% Reduce -15.3% 93,572 $28.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -9.4% 93,455 $28.5M
M&T Bank Corp 0.10% Add +0.8% 91,684 $27.9M
Centiva Capital, LP 1.84% New 90,888 $27.7M
Envestnet Portfolio Solutions, Inc. 0.10% Reduce -7.2% 90,067 $27.5M
Sicart Associates LLC 9.56% Reduce -4.7% 89,672 $27.3M
Essex Financial Services, Inc. 1.78% Reduce -1.8% 88,930 $27.1M
Thrivent Financial for Lutherans 0.06% Add +103.6% 88,514 $27.0M
Oppenheimer & Co. Inc. 0.36% Reduce -9.1% 88,314 $26.9M
Alliancebernstein L.P. 0.01% Add +1.3% 88,172 $26.9M
CTC LLC 1.69% Add +23.8% 86,821 $26.5M
SCS Capital Management LLC 0.29% Reduce -0.4% 86,553 $26.4M
Simplex Trading, LLC 0.71% New 85,931 $26.2M
Keel Point, LLC 1.71% Reduce -9.8% 84,888 $25.9M
Pinnacle Financial Partners Inc 0.54% Reduce -14.0% 83,625 $25.5M
Intrua Financial, LLC 3.64% Add +8.5% 83,232 $25.4M
Pathstone Holdings, LLC 0.10% Add +31.7% 82,944 $25.3M
First Horizon Advisors, Inc. 0.66% Reduce -7.4% 82,888 $25.3M
Hollencrest Capital Management 1.07% Add +1890.8% 82,318 $25.1M
Vista Finance, LLC 21.56% Add +16.3% 82,011 $25.0M
Mader & Shannon Wealth Management, Inc. 13.57% Reduce -23.6% 81,711 $24.9M
Marshall Wace, LLP 0.03% Reduce -51.1% 80,786 $24.6M
Dynamic Advisor Solutions LLC 0.76% Reduce -6.3% 80,753 $24.6M
S&co Inc. 1.57% No change 80,565 $24.6M
Janney Capital Management LLC 1.58% Reduce -4.0% 80,222 $24.5M
Neuberger Berman Group LLC 0.02% Add +8.1% 79,515 $24.2M
Federation des caisses Desjardins du Quebec 0.11% Add +5.8% 79,482 $24.2M
Gitterman Wealth Management, LLC 5.64% Add +0.2% 79,470 $24.2M
Evelyn Partners Asset Management Ltd 6.13% Add +0.7% 79,307 $24.2M
OVERSEA-CHINESE BANKING Corp Ltd 0.67% Reduce -5.0% 78,216 $23.8M
Lee Financial Co 3.40% Reduce -0.1% 77,869 $23.7M
Commerce Bank 0.14% Add +1.1% 77,792 $23.7M
Rothschild Capital Partners, LLC 6.21% Add +0.3% 77,669 $23.7M
E Fund Management Co., Ltd. 1.13% Add +488.4% 77,546 $23.6M
Fifth Third Securities, Inc. 1.75% Reduce -14.1% 76,465 $23.3M
Clifford Swan Investment Counsel LLC 0.82% Reduce -6.7% 76,452 $23.3M
Integrated Wealth Concepts LLC 0.23% Reduce -7.3% 76,355 $23.3M
Evercore Wealth Management, LLC 0.36% Reduce -1.0% 75,873 $23.1M
Insigneo Advisory Services, LLC 1.98% Add +12.7% 75,627 $23.1M
ADAPT Investment Managers SA 7.89% New 75,200 $22.9M
Act Wealth Management, LLC 9.56% Reduce -14.4% 74,258 $22.6M
Northcape Wealth Management, LLC 6.90% Reduce -3.2% 74,118 $22.6M
Catawba River Capital 11.48% Add +2.4% 74,100 $22.6M
HSBC Holdings PLC 0.01% Reduce -76.2% 74,059 $22.5M
Csenge Advisory Group 1.19% Reduce -0.1% 74,218 $22.5M
Independent Financial Group, LLC 0.62% Reduce -1.2% 73,875 $22.5M
AE Wealth Management LLC 0.16% Reduce -3.0% 73,587 $22.4M
Mirae Asset Global Investments Co., Ltd. 0.08% Reduce -8.3% 73,500 $22.4M
CENTRAL TRUST Co 0.52% Reduce -1.4% 73,415 $22.4M
Stratos Wealth Partners, LTD. 0.30% Reduce -29.5% 73,151 $22.3M
WNY Asset Management, LLC 2.45% Add +22.8% 72,916 $22.2M
MinichMacGregor Wealth Management, LLC 4.75% Add +418.9% 72,792 $22.2M
W1M Investment Management Ltd 0.30% Add +1.5% 72,227 $22.0M
Private Wealth Advisors, LLC 8.63% Reduce -1.3% 72,140 $22.0M
Corecam Pte. Ltd. 12.26% Reduce -0.1% 71,406 $21.8M
Pine Ridge Advisers LLC 1.38% No change 71,225 $21.7M
DSG Capital Advisors, LLC 3.84% Add +17.6% 70,789 $21.6M
Cobalt Capital Management, Inc. 10.01% Reduce -46.1% 70,000 $21.3M
Riggs Asset Managment Co. Inc. 5.24% Add +0.1% 69,959 $21.3M
Summit Financial, LLC 0.48% Add +53.9% 69,877 $21.3M
NorthCoast Asset Management LLC 0.09% Add +27.3% 69,822 $21.3M
Innovative Advisory Group, LLC 18.18% Reduce -0.8% 69,611 $21.2M
Bedell Frazier Investment Counselling, LLC 5.33% Reduce -54.6% 69,492 $21.2M
Twin Focus Capital Partners, LLC 2.94% Reduce -7.9% 68,776 $21.0M
Guggenheim Capital LLC 0.17% Reduce -5.7% 68,704 $20.9M
McElhenny Sheffield Capital Management, LLC 5.58% Reduce -32.2% 68,690 $20.9M
AdvisorNet Financial, Inc 1.33% Add +8.4% 67,794 $20.7M
Vigilare Wealth Management 7.71% Add +119.7% 67,487 $20.6M
Arkos Global Advisors 2.85% Reduce -0.8% 67,441 $20.6M
Tocqueville Asset Management L.P. 0.31% Reduce -1.8% 66,750 $20.3M
Baldwin Wealth Partners LLC 1.35% Reduce -0.4% 65,064 $19.8M
Ashton Thomas Private Wealth, LLC 0.70% Add +39.5% 64,699 $19.7M
Mgo One Seven LLC 0.64% Add +56.1% 64,674 $19.7M
Prelude Capital Management, LLC 1.92% Reduce -13.6% 64,441 $19.6M
Measured Wealth Private Client Group, LLC 5.87% Reduce -2.9% 64,324 $19.6M
Edmond DE Rothschild Holding S.A. 0.31% Reduce -0.2% 63,970 $19.5M
Waverly Advisors, LLC 0.21% Add +1.1% 63,342 $19.3M
Exencial Wealth Advisors, LLC 0.68% Reduce -4.8% 63,089 $19.2M
Wilmington Savings Fund Society, FSB 0.34% Add +3.7% 62,665 $19.1M
Sigma Planning Corp 0.57% Reduce -2.6% 62,335 $19.0M
Level Four Advisory Services, LLC 0.70% Add +5.7% 61,905 $18.9M
Assetmark, Inc. 0.04% Add +0.7% 61,476 $18.7M
Atria Wealth Solutions, Inc. 0.42% Reduce -59.0% 61,297 $18.7M
ARS Wealth Advisors Group, LLC 2.16% Reduce -6.9% 61,416 $18.7M
Harbour Investments, Inc. 0.47% Add +4.4% 61,398 $18.7M
SBI Securities Co., Ltd. 0.54% Reduce -20.8% 61,351 $18.7M
D.A. Davidson & Co. 0.13% Add +13.3% 61,056 $18.6M
Omnia Family Wealth, LLC 6.72% Reduce -0.6% 60,820 $18.5M
Checchi Capital Advisers, LLC 1.29% Reduce -14.2% 60,773 $18.5M
Bright Financial Advisors, Inc. 10.27% Reduce -0.6% 60,734 $18.5M
First National Corp. /Ma/ 3.72% Reduce -24.0% 60,584 $18.5M
Intrepid Family Office LLC 19.76% New 60,000 $18.3M
Sarasin & Partners LLP 0.18% Reduce -3.3% 59,806 $18.2M
Ball & Co Wealth Management Inc. 19.12% Add +65.8% 58,869 $17.9M
Consolidated Capital Management, LLC 6.48% Reduce -7.0% 58,855 $17.9M
PFG Advisors 0.83% Reduce -12.1% 58,831 $17.9M
Evolution Wealth Advisors, LLC 2.61% Reduce -13.3% 58,578 $17.9M
FFG Partners, LLC 5.93% Reduce -27.0% 58,531 $17.8M
Shufro Rose & Co. LLC 1.44% Reduce -2.3% 61,453 $17.7M
Qube Research & Technologies Ltd 0.02% Reduce -36.5% 57,332 $17.5M
Stratos Wealth Advisors, LLC 0.92% Add +2.7% 57,261 $17.5M
Perigon Wealth Management, LLC 0.41% Reduce -3.6% 57,260 $17.5M
HB Wealth Management, LLC 0.14% Reduce -25.1% 56,228 $17.1M
CIBC Private Wealth Group LLC 0.03% Reduce -0.1% 56,110 $17.1M
Knollwood Investment Advisory, LLC 1.63% No change 55,631 $17.0M
Vontobel Holding Ltd. 0.06% Add +2.8% 55,485 $16.9M
SKY-Mountain Capital Management, Inc. 11.16% Add +4.8% 53,643 $16.8M
RS Crum Inc. 4.02% Reduce -5.0% 55,050 $16.8M
IMA Advisory Services, Inc. 1.80% No change 1,235 $16.8M
James Hambro & Partners LLP 0.66% Reduce -5.4% 54,779 $16.7M
Evoke Wealth, LLC 0.39% Add +3.1% 54,561 $16.6M
Pinebridge Investments, L.P. 0.13% Reduce -5.5% 52,981 $16.2M
Palumbo Wealth Management LLC 4.96% Reduce -2.4% 52,561 $16.0M
Wealthspire Advisors, LLC 0.09% Add +1.2% 52,517 $16.0M
Pettinga Financial Advisors LLC 3.50% Reduce -3.4% 52,413 $16.0M
Fidelis Capital Partners, LLC 1.45% Add +0.5% 51,258 $15.9M
Hunting Hill Global Capital, LLC 8.60% Add +2347.3% 52,177 $15.9M
Westover Capital Advisors, LLC 3.16% Reduce -2.0% 51,878 $15.8M
Financial Advocates Investment Management 1.29% Reduce -23.8% 51,658 $15.7M
Pinpoint Asset Management (Singapore) Pte. Ltd. 2.75% — 51,590 $15.7M
Snowden Capital Advisors LLC 0.47% Reduce -4.1% 51,276 $15.6M
TD Private Client Wealth LLC 0.38% Add +14.6% 51,235 $15.6M
Hamilton Wealth, LLC 3.47% Reduce -1.3% 50,916 $15.5M
Zweig-DiMenna Associates LLC 1.59% New 50,875 $15.5M
Arkadios Wealth Advisors 0.47% Add +11.1% 50,851 $15.5M
Teamwork Financial Advisors, LLC 1.88% Reduce -25.4% 50,331 $15.3M
Murchinson Ltd. 8.64% New 50,000 $15.2M
Intrinsic Edge Capital Management LLC 2.30% No change 50,000 $15.2M
Polymer Capital Management (HK) LTD 2.38% Reduce -15.9% 49,945 $15.2M
Bank of Nova Scotia 0.03% Add +111.4% 49,720 $15.2M
Twin Tree Management, LP 0.38% Add +51.0% 49,662 $15.1M
Arete Wealth Advisors, LLC 1.07% Reduce -7.2% 49,662 $15.1M
B. Riley Wealth Advisors, Inc. 0.73% Reduce -36.9% 49,602 $15.1M
Kingsview Wealth Management, LLC 0.26% Add +1.1% 49,466 $15.1M
Your Advocates Ltd., LLP 5.38% Reduce -8.6% 49,050 $15.0M
J.W. Cole Advisors, Inc. 0.32% Add +61.8% 48,860 $14.9M
Curi Capital, LLC 0.28% Add +3679.8% 48,721 $14.9M
Menlo Advisors LLC 7.97% Reduce -20.6% 48,503 $14.8M
Parallel Advisors, LLC 0.29% Add +23.3% 48,340 $14.7M
Acorn Creek Capital LLC 6.11% Reduce -10.5% 48,297 $14.7M
Bank of New Hampshire 3.66% Reduce -0.7% 48,295 $14.7M
IHT Wealth Management, LLC 0.40% Reduce -6.8% 48,242 $14.7M
MAI Capital Management 0.10% Reduce -2.4% 47,805 $14.6M
Wallington Asset Management, LLC 2.04% Reduce -9.8% 47,500 $14.5M
BlueCrest Capital Management Ltd 2.03% Reduce -58.6% 47,478 $14.5M
Evelyn Partners Investment Management (Europe) Ltd 5.19% Reduce -1.1% 47,415 $14.5M
Global Retirement Partners, LLC 0.36% — 47,341 $14.4M
Meridian Wealth Management, LLC 0.62% Reduce -3.0% 47,215 $14.4M
Cynosure Group, LLC 1.62% No change 46,945 $14.3M
Fiduciary Trust Co 0.17% Add +1.9% 46,641 $14.2M
Balyasny Asset Management L.P. 0.03% New 46,370 $14.1M
Horizon Wealth Management, LLC 2.47% Reduce -44.1% 46,157 $14.1M
Red Cedar Investment Management, LLC 1.77% New 46,056 $14.0M
Motco 1.34% Reduce -5.0% 46,328 $14.0M
Park Avenue Securities LLC 0.13% Reduce -7.0% 45,949 $14.0M
EP Wealth Advisors, LLC 0.09% Add +9.4% 45,586 $13.9M
Violich Capital Management, Inc. 1.95% Reduce -5.0% 45,547 $13.9M
Levin Capital Strategies, L.P. 1.36% Reduce -0.1% 45,455 $13.9M
Avalon Capital Management 3.71% Reduce -23.6% 45,250 $13.8M
Impact Partnership Wealth, LLC 2.54% Add +33.6% 45,146 $13.8M
XML Financial, LLC 1.18% Add +1.6% 44,722 $13.6M
Stonehage Fleming Financial Services Holdings Ltd 0.40% No change 44,696 $13.6M
Ellsworth Advisors, LLC 3.30% Add +1.3% 44,417 $13.5M
First Trust Bank, Ltd. 71.55% Add +1.1% 44,270 $13.5M
J.Safra Asset Management Corp 0.94% Add +3.2% 44,182 $13.5M
Oliver Luxxe Assets LLC 2.39% Reduce -6.3% 43,906 $13.4M
1 North Wealth Services LLC 5.25% Add +17.2% 43,420 $13.2M
Mainstay Capital Management LLC 0.65% Add +400.5% 43,316 $13.2M
Perennial Advisors, LLC 2.44% Reduce -1.2% 43,054 $13.1M
KADENSA CAPITAL Ltd 2.07% Add +20.2% 42,739 $13.0M
DAVENPORT & Co LLC 0.07% Reduce -6.4% 42,571 $13.0M
ICONIQ Capital, LLC 0.22% No change 42,127 $12.8M
Strategic Investment Management, LLC 6.86% No change 42,020 $12.8M
Renaissance Technologies 0.02% Add +102.9% 42,000 $12.8M
Bfsg, LLC 1.43% Reduce -0.4% 41,829 $12.8M
FWL Investment Management, LLC 3.89% Reduce -7.7% 41,732 $12.7M
Client First Capital LLC 5.97% Reduce -17.1% 41,704 $12.7M
Fourpath Capital Management, LLC 2.00% Reduce -1.2% 41,603 $12.7M
Belpointe Asset Management LLC 0.53% Add +3.3% 41,508 $12.7M
Ballentine Partners, LLC 0.19% Add +26.2% 41,067 $12.5M
Benson Investment Management Company, Inc. 4.76% Add +83.3% 41,062 $12.5M
CoreCap Advisors, LLC 0.50% Reduce -1.8% 40,850 $12.5M
Symphony Financial, Ltd. Co. 1.63% New 40,113 $12.4M
Ethos Financial Group, LLC 1.07% Add +138.2% 40,648 $12.4M
Brown Brothers Harriman & Co. 0.08% Add +2.5% 40,629 $12.4M
Harvest Investment Services, LLC 2.77% Add +13.3% 40,568 $12.4M
Climber Capital SA 7.89% Reduce -0.6% 43,444 $12.3M
GenTrust, LLC 0.58% Reduce -21.1% 40,194 $12.3M
Axxcess Wealth Management, LLC 0.29% Add +0.2% 40,121 $12.2M
Nwam LLC 0.71% Reduce -2.1% 40,279 $12.2M
Robertson Stephens Wealth Management, LLC 0.42% Reduce -24.6% 40,039 $12.2M
Humankind Investments LLC 2.97% No change 40,000 $12.2M
Lyell Wealth Management, LP 0.96% Reduce -6.0% 39,810 $12.1M
Greenbush Financial Group, LLC 5.28% Reduce -5.5% 39,758 $12.1M
Gladstone Institutional Advisory LLC 0.50% Reduce -3.3% 39,651 $12.1M
Ascent Wealth Partners, LLC 1.49% New 39,650 $12.1M
Brown University 8.48% No change 39,500 $12.0M
Prairie Wealth Advisors, Inc. 5.14% Reduce -0.7% 39,494 $12.0M
Choate Investment Advisors 0.26% Add +0.8% 39,271 $12.0M
Jacobi Capital Management LLC 0.79% Reduce -12.6% 39,252 $12.0M
Blue Fin Capital, Inc. 1.99% Add +1.1% 38,403 $11.7M
BTG Pactual Asset Management US LLC 1.57% Add +21.1% 38,294 $11.7M
Centaurus Financial, Inc. 0.68% Reduce -35.6% 38,267 $11.7M
Three Bridge Wealth Advisors, LLC 3.06% Add +20.7% 38,157 $11.6M
Canton Hathaway, LLC 2.35% Reduce -1.0% 37,862 $11.5M
CW Advisors, LLC 0.11% Add +19.0% 37,851 $11.5M
GAMCO Investors 0.11% Reduce -0.5% 37,706 $11.5M
Royal Fund Management, LLC 1.22% Reduce -12.1% 37,561 $11.4M
Janus Henderson Group PLC 0.01% Add +68.1% 37,479 $11.4M
Benjamin Edwards Inc. 0.14% Add +6.2% 37,269 $11.4M
DDFG, Inc 2.84% Reduce -0.7% 37,099 $11.3M
Group One Trading LLC 0.37% Reduce -43.5% 37,054 $11.3M
Parsons Capital Management Inc. 0.69% Reduce -0.5% 37,003 $11.3M
Fortis Capital Management LLC 1.75% Reduce -6.4% 36,919 $11.3M
Altfest L J & Co. Inc. 1.32% Reduce -29.3% 36,822 $11.2M
Cadence Wealth Management LLC 7.42% Add +2.5% 36,784 $11.2M
Southeast Asset Advisors, LLC 1.33% Add +4.3% 36,761 $11.2M
CreativeOne Wealth, LLC 0.29% Add +28.7% 36,656 $11.2M
Larson Financial Group LLC 0.45% Add +1.0% 36,497 $11.1M
Aspire Capital Advisors LLC 3.06% Add +142.9% 36,348 $11.1M
Integrated Advisors Network LLC 0.50% Add +9.3% 36,324 $11.1M
Harvest Fund Management Co., Ltd 0.52% Add +67.6% 36,176 $11.0M
Ripple Effect Asset Management LP 6.27% New 36,040 $11.0M
Sugar Maple Asset Management, LLC 8.55% Reduce -12.1% 35,981 $11.0M
Fortis Group Advisors, LLC 1.99% Reduce -22.0% 36,099 $10.9M
Three Seasons Wealth, LLC 1.25% Reduce -18.2% 35,820 $10.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -35.7% 35,744 $10.9M
Peapack Gladstone Financial Corp. 0.15% Reduce -10.8% 35,660 $10.9M
Scarborough Advisors, LLC 2.16% Reduce -4.8% 35,659 $10.9M
swisspartners Advisors Ltd 10.25% Add +0.3% 35,690 $10.9M
B&D White Capital Company, LLC 1.65% Reduce -30.6% 35,504 $10.8M
Nicholson Meyer Capital Management, Inc. 9.14% Reduce -2.6% 35,413 $10.8M
Apollon Wealth Management, LLC 0.21% Add +4.6% 35,329 $10.8M
Sterling Investment Management, LLC 7.12% Reduce -1.1% 35,274 $10.8M
PCG Wealth Advisors, LLC 5.47% Reduce -15.5% 35,053 $10.7M
OMC Financial Services LTD 4.36% Reduce -14.3% 35,027 $10.7M
First Manhattan Co. Llc. 0.03% Add +3.1% 34,899 $10.6M
Bokf, NA 0.17% No change 34,856 $10.6M
AAF Wealth Management, LLC 4.82% Add +32.2% 34,724 $10.6M
Lokken Investment Group LLC 4.04% Reduce -1.2% 34,437 $10.5M
Cassia Capital Partners, LLC 6.29% Reduce -10.5% 34,306 $10.5M
Nations Financial Group Inc, /Ia/ 0.72% Add +2.6% 34,267 $10.4M
Phoenix Financial Ltd. 0.14% Reduce -31.5% 34,135 $10.4M
Bessemer Group Inc. 0.02% Reduce -8.1% 33,784 $10.3M
Clearstead Advisors, LLC 0.14% Reduce -19.0% 33,482 $10.2M
Stephens Inc. 0.14% Reduce -14.7% 33,283 $10.1M
Sovran Advisors, LLC 1.06% Add +18.1% 33,224 $10.1M
OmniStar Financial Group, Inc. 7.49% Add +8.5% 32,852 $10.0M
Stock Yards Bank & Trust Co. 0.33% Add +6.3% 32,625 $9.9M
Andrew Hill Investment Advisors, Inc. 7.98% Add +55.3% 32,552 $9.9M
Nokomis Capital, L.L.C. 4.13% Add +141.2% 32,367 $9.9M
Graybill Wealth Management, LTD. 3.21% Reduce -19.0% 32,203 $9.8M
U.S. Capital Wealth Advisors, LLC 0.29% Add +4.2% 32,196 $9.8M
M Holdings Securities, Inc. 1.68% Add +70.3% 32,185 $9.8M
E&G Advisors, LLC 2.53% Add +23.1% 32,035 $9.8M
Helios Capital Management Pte. Ltd. 7.51% Reduce -20.0% 32,000 $9.8M
Knoll Capital Management, LLC 6.94% No change 32,000 $9.8M
Bank Pictet & Cie (Europe) AG 0.21% Reduce -1.6% 31,899 $9.7M
Hibernia Wealth Partners, LLC 3.51% Add +95.7% 31,631 $9.6M
Quantum Capital Management, LLC / NJ 1.04% Reduce -0.5% 31,492 $9.6M
Sequent Planning LLC 3.04% Add +13.8% 31,457 $9.6M
Compass Wealth Management, LLC 5.12% — 31,389 $9.6M
United Asset Strategies, Inc. 0.82% Reduce -46.8% 31,381 $9.6M
Redwood Park Advisors LLC 7.30% Add +0.9% 31,220 $9.5M
Independent Family Office, LLC 4.40% Reduce -0.9% 31,118 $9.5M
Jaffetilchin Investment Partners, LLC 0.62% Add +0.5% 31,097 $9.5M
PFG Investments, LLC 0.55% Add +6.5% 30,658 $9.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.29% Reduce -10.3% 30,538 $9.3M
Geneos Wealth Management Inc. 0.23% Add +101.3% 30,526 $9.3M
PEAK6 LLC 0.32% Add +1016566.7% 30,500 $9.3M
Squarepoint Ops LLC 0.02% Reduce -90.9% 30,425 $9.3M
Alexis Investment Partners, LLC 3.99% Add +5.8% 30,767 $9.3M
Circle Wealth Management, LLC 0.21% Add +7.3% 30,298 $9.2M
OneDigital Investment Advisors LLC 0.10% Reduce -7.5% 30,095 $9.2M
Trek Financial, LLC 0.61% Reduce -9.7% 30,030 $9.2M
Atlantic Union Bankshares Corp 0.21% Add +4.5% 30,025 $9.2M
Gruss & Co., LLC 42.74% Reduce -16.7% 30,000 $9.1M
DHK Financial Advisors, Inc. 5.22% Add +3.9% 29,804 $9.1M
Narus Financial Partners, LLC 2.82% Add +19.6% 29,614 $9.0M
Syon Capital LLC 0.60% Reduce -12.3% 29,595 $9.0M
Great Valley Advisor Group, Inc. 0.20% Reduce -15.6% 29,543 $9.0M
Conservest Capital Advisors, Inc. 0.89% Reduce -1.8% 29,487 $9.0M
Biltmore Wealth Management, LLC 3.63% Reduce -6.1% 29,403 $9.0M
China Universal Asset Management Co., Ltd. 0.84% Add +287.4% 29,130 $8.9M
1834 Investment Advisors Co. 1.12% Reduce -6.1% 29,012 $8.8M
Park Edge Advisors, LLC 2.27% Reduce -1.5% 28,998 $8.8M
Corepath Wealth Partners LLC 7.44% Reduce -2.8% 28,734 $8.8M
Spire Wealth Management 0.32% Add +19.2% 28,941 $8.8M
Nvwm, LLC 2.13% Add +12.8% 28,930 $8.8M
waypoint wealth counsel 4.36% Add +0.3% 28,853 $8.8M
Natixis 0.04% Add +300.6% 28,814 $8.8M
LFA - Lugano Financial Advisors SA 5.20% Add +5.6% 28,797 $8.8M
Associated Banc-Corp 0.25% Add +18.8% 28,590 $8.7M
Strategic Financial Services, Inc. 0.47% Reduce -28.2% 28,582 $8.7M
Aspect Partners, LLC 4.28% Reduce -11.6% 28,493 $8.7M
FineMark National Bank & Trust 0.30% Add +1.0% 28,466 $8.7M
North Star Investment Management Corp. 0.60% Add +1.4% 28,380 $8.7M
Stonehearth Capital Management, LLC 3.58% Reduce -18.2% 28,340 $8.6M
Focus Financial Network, Inc. 0.34% Reduce -4.3% 28,312 $8.6M
Skylands Capital, LLC 1.25% Reduce -0.8% 28,225 $8.6M
Genesis Private Wealth, LLC 4.05% Add +0.2% 28,170 $8.6M
Good Life Advisors, LLC 0.53% Add +49.8% 27,885 $8.5M
Summit Trail Advisors, LLC 0.15% Reduce -0.7% 27,884 $8.5M
World Investment Advisors 0.19% Add +3.6% 27,833 $8.5M
Citizens Financial Group Inc. 0.14% Add +9.4% 27,744 $8.5M
Blue Trust, Inc. 0.10% Reduce -3.7% 27,666 $8.4M
CPR Investments Inc. 6.53% Add +0.4% 27,577 $8.4M
Joel Isaacson & Co., LLC 0.34% Add +23.3% 27,577 $8.4M
Capital Investment Advisory Services, LLC 0.69% Reduce -13.1% 27,484 $8.4M
Merit Financial Group, LLC 0.09% Add +14.4% 27,392 $8.3M
Members Advisory Group LLC 3.12% Add +67.2% 27,235 $8.3M
Florida Trust Wealth Management Co 0.25% Add +74.3% 26,978 $8.2M
Gunderson Capital Management LLC 3.42% Reduce -39.6% 26,812 $8.2M
Trivium Point Advisory, LLC 0.89% Add +11.7% 26,769 $8.2M
Van Hulzen Asset Management, LLC 0.68% Reduce -12.3% 26,590 $8.1M
Virtue Capital Management, LLC 1.49% Add +6.4% 26,546 $8.1M
Ameritas Advisory Services, LLC 0.41% Reduce -22.8% 26,078 $7.9M
Princeton Global Asset Management LLC 1.44% Reduce -4.7% 26,019 $7.9M
Metavasi Capital LP 3.52% Add +4.0% 26,000 $7.9M
NewEdge Wealth, LLC 0.12% Add +10.3% 25,251 $7.9M
Cranbrook Wealth Management, LLC 1.68% Reduce -2.6% 25,867 $7.9M
Moneco Advisors, LLC 0.73% Add +3.2% 25,718 $7.8M
Barry Investment Advisors, LLC 1.94% Reduce -1.8% 25,623 $7.8M
Greykasell Wealth Strategies, Inc. 3.72% Add +3.0% 25,501 $7.8M
Ingalls & Snyder LLC 0.28% Reduce -2.9% 25,436 $7.8M
Journey Advisory Group, LLC 0.60% Add +5.1% 25,385 $7.7M
Millennium Management 0.01% Reduce -68.9% 25,378 $7.7M
VestGen Advisors, LLC 0.31% Add +4.3% 25,207 $7.7M
Brookwood Investment Group LLC 1.24% Reduce -3.6% 25,141 $7.7M
Dakota Wealth Management 0.16% Add +5.8% 25,123 $7.7M
Wealthcare Advisory Partners LLC 0.17% Add +22.9% 24,983 $7.6M
Innova Wealth Partners 4.48% Reduce -22.1% 24,974 $7.6M
Tepp RIA, LLC 9.80% Add +30.4% 24,911 $7.6M
Pitcairn Co. 0.49% Reduce -25.4% 24,756 $7.5M
Prime Capital Investment Advisors, LLC 0.10% Reduce -54.5% 24,723 $7.5M
Sharp Wealth Advisory, LLC 4.80% Add +9.9% 24,406 $7.4M
Schwartz Investment Counsel Inc. 0.24% No change 24,344 $7.4M
LS Investment Advisors, LLC 1.08% Reduce -14.1% 24,284 $7.4M
Alphadyne Asset Management LP 22.42% New 24,224 $7.4M
Fairview Capital Investment Management, LLC 0.38% Add +2.2% 24,217 $7.4M
Neumeier Poma Investment Counsel LLC 0.69% Reduce -0.5% 24,166 $7.4M
Rehmann Capital Advisory Group 0.45% Add +49.7% 24,159 $7.4M
Bellecapital International Ltd. 1.31% Reduce -0.6% 24,098 $7.3M
Ssa Swiss Advisors AG 3.52% Reduce -3.1% 23,347 $7.3M
FMR LLC 0.00% Add +44.7% 23,968 $7.3M
OneAscent Financial Services LLC 0.52% Add +106.8% 23,774 $7.3M
Quantitative Investment Management, LLC 0.97% New 23,788 $7.3M
Tamar Securities, LLC 0.88% Add +2.0% 23,777 $7.2M
Basso Capital Management, L.P. 5.34% Add +4.4% 23,648 $7.2M
Aptus Capital Advisors, LLC 0.07% Add +4.3% 23,631 $7.2M
Western Wealth Management, LLC 0.42% Reduce -0.9% 23,401 $7.1M
Oxler Private Wealth LLC 2.24% Reduce -0.1% 23,364 $7.1M
Maxi Investments CY Ltd 1.18% New 23,300 $7.1M
Lake Hills Wealth Management, LLC 4.06% Reduce -35.1% 23,292 $7.1M
Petra Financial Advisors Inc. 4.50% Add +0.4% 23,252 $7.1M
Ausdal Financial Partners, Inc. 0.47% Reduce -46.4% 23,193 $7.1M
Cary Street Partners Financial LLC 0.20% Add +12.6% 23,111 $7.0M
Beacon Capital Management, Inc. 0.36% Reduce -0.1% 22,985 $7.0M
Aberdeen Group plc 0.01% Reduce -49.5% 23,101 $7.0M
Debussy Capital Management LP 1.05% Reduce -2.0% 22,872 $7.0M
Mutual Advisors, LLC 0.17% Add +20.1% 22,664 $7.0M
Overbrook Management Corp 1.29% Add +1150.7% 22,787 $6.9M
Savant Capital, LLC 0.05% Add +0.3% 22,741 $6.9M
Grove Bank & Trust 0.86% Add +38924.1% 22,634 $6.9M
Milestone Asset Management, LLC 1.45% Reduce -10.4% 22,567 $6.9M
Koshinski Asset Management, Inc. 0.52% Add +9.3% 22,504 $6.9M
Becker Capital Management Inc. 0.21% Add +0.5% 22,442 $6.8M
TCTC Holdings, LLC 0.22% Add +5.8% 22,407 $6.8M
Versant Capital Management, Inc 1.04% Reduce -3.8% 22,390 $6.8M
Lifeworks Advisors, LLC 1.02% Add +22.5% 22,348 $6.8M
Muhlenkamp & Co. Inc. 2.12% Reduce -0.1% 22,306 $6.8M
St. Johns Investment Management Company, LLC 3.09% Reduce -6.8% 22,041 $6.7M
Strategic Blueprint, LLC 0.33% Reduce -35.3% 22,028 $6.7M
Patten & Patten Inc. 0.43% Add +294.4% 21,950 $6.7M
Wedbush Securities Inc. 0.23% Add +13.8% 21,853 $6.7M
Wesbanco Bank Inc. 0.20% Reduce -0.6% 21,788 $6.6M
Quantinno Capital Management LP 0.03% Add +183.3% 21,739 $6.6M
Elevation Point Wealth Partners, LLC 0.52% Add +0.9% 21,719 $6.6M
Union Bancaire Privee, UBP SA 0.10% Add +32.5% 23,104 $6.6M
Nomura Asset Management Co. Ltd. 0.02% Reduce -14.7% 21,500 $6.6M
Luminist Capital LLC 6.49% Add +93.8% 21,348 $6.5M
Midwest Trust Co 0.09% — 21,453 $6.5M
Williams Jones Wealth Management, LLC. 0.08% Reduce -1.4% 21,452 $6.5M
WealthBridge Capital Management, LLC 1.64% Add +0.7% 21,245 $6.5M
Senator Investment Group LP 0.25% Add +1.8% 21,032 $6.4M
Howland Capital Management LLC 0.26% Add +0.7% 20,863 $6.4M
Quintet Private Bank (Europe) S.A. 0.37% Add +15.0% 20,811 $6.3M
Westside Investment Management, Inc. 1.18% Reduce -3.5% 20,780 $6.3M
IFP Advisors, Inc 0.18% Add +13.3% 20,740 $6.3M
Baron Financial Group, LLC 3.71% Reduce -7.3% 20,731 $6.3M
Eagle Strategies LLC 0.96% Reduce -2.3% 20,612 $6.3M
5th Street Advisors, LLC 3.11% Reduce -10.1% 20,563 $6.3M
Allie Family Office LLC 3.09% Add +11.0% 20,460 $6.2M
Marco Investment Management LLC 0.52% Reduce -35.1% 20,342 $6.2M
Maplelane Capital, LLC 0.38% No change 20,000 $6.1M
National Philanthropic Trust 0.08% No change 19,968 $6.1M
Maridea Wealth Management LLC 1.58% Reduce -24.1% 19,946 $6.1M
Callan Family Office, LLC 0.19% Reduce -4.2% 19,868 $6.1M
Whittier Trust Co. 0.07% Add +6.7% 19,757 $6.0M
Cloverfields Capital Group, LP 1.79% Reduce -0.3% 19,728 $6.0M
Advyzon Investment Management, LLC 1.33% Add +406.0% 19,709 $6.0M
Christopher J. Hasenberg, Inc 2.23% Reduce -32.4% 19,693 $6.0M
McBroom & Associates, LLC 3.40% No change 20,629 $5.9M
TigerOak Management, L.L.C. 2.04% Add +0.5% 19,499 $5.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.86% Add +0.2% 19,475 $5.9M
Evelyn Partners Investment Management LLP 0.18% Reduce -0.8% 19,387 $5.9M
Flagship Harbor Advisors, LLC 0.28% Add +32.7% 19,363 $5.9M
Texas Yale Capital Corp. 0.19% Add +1.9% 19,361 $5.9M
Baker Tilly Wealth Management, LLC 2.10% Reduce -1.9% 19,311 $5.9M
Silver Oak Securities, Incorporated 0.49% Reduce -4.2% 19,304 $5.9M
Alaethes Wealth, LLC 1.75% Add +30.5% 19,258 $5.9M
Balboa Wealth Partners 1.18% Reduce -21.9% 19,258 $5.9M
J Hagan Capital, Inc. 3.96% Add +107.8% 18,698 $5.9M
NDWM LLC 4.28% Add +295.0% 19,195 $5.9M
Vise Technologies, Inc. 0.24% — 19,097 $5.8M
Cumberland Partners Ltd 0.40% Reduce -7.5% 18,970 $5.8M
ExodusPoint Capital Management, LP 0.07% New 18,940 $5.8M
Smart Money Group LLC 1.81% Reduce -0.0% 18,909 $5.8M
Cullen/Frost Bankers, Inc. 0.07% Add +0.0% 18,847 $5.7M
Total Wealth Planning, LLC 0.72% New 18,751 $5.7M
Harbor Investment Advisory, LLC 0.51% Add +8.0% 18,735 $5.7M
Zacks Investment Management 0.05% Reduce -7.0% 18,607 $5.7M
Regal Investment Advisors LLC 0.42% Add +9.4% 18,535 $5.7M
Oppenheimer & Close, LLC 4.31% Add +1.1% 18,463 $5.6M
Farther Finance Advisors, LLC 0.11% Add +16.7% 18,433 $5.6M
World Equity Group, Inc. 1.53% Add +14.0% 18,405 $5.6M
Colonial Trust Advisors 0.46% Add +12.8% 18,335 $5.6M
Estate Counselors, LLC 0.55% Add +286.7% 18,290 $5.6M
HCR Wealth Advisors 0.65% Add +2.5% 18,218 $5.6M
Delos Wealth Advisors, LLC 4.27% Reduce -8.0% 17,949 $5.5M
Orion Porfolio Solutions, LLC 0.05% Add +29.7% 17,943 $5.5M
Hamel Associates, Inc. 1.85% Add +1.3% 17,886 $5.5M
Cape Cod Five Cents Savings Bank 0.50% No change 22,407 $5.4M
Amundi 0.00% Reduce -7.1% 17,578 $5.4M
Carr Financial Group Corp 1.60% Reduce -4.4% 17,808 $5.4M
GKV Capital Management Co., Inc. 2.39% Add +437.9% 17,752 $5.4M
Latitude Advisors, LLC 2.72% Reduce -8.1% 17,741 $5.4M
Sepio Capital, LP 0.38% Reduce -0.6% 17,733 $5.4M
McGuire Investment Group, LLC 0.69% Add +3.1% 17,725 $5.4M
Balefire, LLC 1.17% Add +5.7% 17,687 $5.4M
Quent Capital, LLC 0.51% Reduce -1.7% 17,478 $5.3M
Cabot Wealth Management Inc. 0.63% Reduce -2.6% 17,422 $5.3M
Oxbow Advisors, LLC 0.59% Reduce -40.2% 17,410 $5.3M
Modera Wealth Management, LLC 0.07% Reduce -9.3% 17,403 $5.3M
Investment Management Corp. /Va/ 4.81% Reduce -5.5% 17,384 $5.3M
Barings LLC 0.13% New 17,393 $5.3M
Verition Fund Management LLC 0.03% Add +44.9% 17,316 $5.3M
AGH Wealth Advisors, LLC 4.34% Add +22.4% 17,256 $5.3M
Joule Financial, LLC 1.70% Reduce -23.4% 17,196 $5.2M
Montag A & Associates Inc. 0.26% Reduce -2.7% 17,183 $5.2M
Segment Wealth Management, LLC 0.33% Reduce -3.9% 17,160 $5.2M
Integrity Alliance, Llc. 0.29% Reduce -3.4% 17,144 $5.2M
Modern Wealth Management, LLC 0.13% Add +67.4% 17,102 $5.2M
Weatherly Asset Management L. P. 0.44% Reduce -0.1% 17,030 $5.2M
Fox Hill Wealth Management 2.64% Reduce -20.4% 16,863 $5.1M
Confluence Wealth Services, Inc. 0.28% Add +2.1% 16,812 $5.1M
Refined Wealth Management 3.52% Add +0.0% 16,789 $5.1M
Twelve Points Wealth Management LLC 1.37% Reduce -0.6% 16,747 $5.1M
Kiley Juergens Wealth Management, LLC 1.17% Add +1.3% 16,664 $5.1M
Austin Private Wealth, LLC 0.40% Add +85.1% 16,576 $5.1M
Peddock Capital Advisors, LLC 1.16% Add +45.0% 16,520 $5.0M
Quattro Financial Advisors LLC 1.77% New 16,505 $5.0M
Thompson Siegel & Walmsley LLC 0.08% Reduce -1.4% 16,473 $5.0M
Granite Bay Wealth Management, LLC 1.61% Add +55.5% 16,423 $5.0M
YHB Investment Advisors, Inc. 0.39% Add +0.3% 16,418 $5.0M
Strategic Wealth Partners, Ltd. 0.39% — 16,394 $5.0M
Coastal Bridge Advisors, LLC 0.41% Add +0.1% 16,332 $5.0M
Prostatis Group LLC 1.42% Add +18.3% 16,306 $5.0M
Choreo, LLC 0.07% Reduce -14.9% 16,303 $5.0M
BlueChip Wealth Advisors LLC 2.03% Reduce -11.9% 16,219 $4.9M
Arkfeld Wealth Strategies, L.L.C. 1.95% Reduce -0.3% 16,051 $4.9M
Zeit Capital LLC 3.51% Reduce -1.1% 16,110 $4.9M
Sound View Wealth Advisors Group, LLC 0.36% Add +6.7% 16,020 $4.9M
Norris Financial Group, LLC 1.99% Reduce -8.9% 15,946 $4.9M
Tyler-Stone Wealth Management 0.78% Add +1.7% 15,925 $4.9M
Hollow Brook Wealth Management LLC 1.41% Add +0.0% 15,836 $4.8M
Clear Creek Financial Management, LLC 0.46% Add +3.6% 15,836 $4.8M
Signal Advisors Wealth, LLC 0.38% Add +24.5% 15,791 $4.8M
Prosperity Consulting Group, LLC 0.35% Add +6.5% 15,745 $4.8M
RoundAngle Advisors LLC 3.99% Add +0.2% 15,690 $4.8M
Lynx Investment Advisory 3.12% Reduce -2.9% 15,659 $4.8M
Freestone Capital Holdings, LLC 0.16% Reduce -11.2% 15,578 $4.7M
North Star Asset Management Inc. 0.20% Reduce -22.9% 15,532 $4.7M
Centerstone Investors, LLC 19.37% Reduce -58.2% 15,495 $4.7M
GoalFusion Wealth Management, LLC 2.42% Add +2.4% 15,475 $4.7M
Olympus Wealth Management, LLC 1.58% Reduce -5.4% 15,439 $4.7M
Regions Financial Corp. 0.03% Add +2.3% 15,427 $4.7M
Titan Global Capital Management USA LLC 0.74% Reduce -0.6% 15,417 $4.7M
Savvy Advisors, Inc. 0.31% Add +2.6% 15,416 $4.7M
SeaCrest Wealth Management, LLC 0.51% Reduce -4.4% 15,394 $4.7M
IFG Advisory, LLC 0.24% Reduce -11.1% 15,358 $4.7M
MacKay Shields LLC 0.97% No change 15,336 $4.7M
Ariston Services Group 3.31% Reduce -16.3% 15,282 $4.7M
Pine Valley Investments Ltd Liability Co 0.27% Reduce -20.2% 15,263 $4.7M
Gould Capital, LLC 3.10% Reduce -1.4% 15,228 $4.6M
Sowell Financial Services LLC 0.19% Reduce -27.1% 15,224 $4.6M
Kingswood Wealth Advisors, LLC 0.37% Reduce -20.6% 15,187 $4.6M
ROI Financial Advisors, LLC 2.94% Add +0.9% 15,183 $4.6M
Acas, LLC 3.09% Add +5.9% 14,911 $4.6M
BBR Partners, LLC 0.29% Add +56.6% 15,077 $4.6M
Bell & Brown Wealth Advisors, LLC 1.64% Reduce -0.1% 15,065 $4.6M
Alpha Advisors, LLC 3.93% Reduce -23.1% 15,061 $4.6M
DCF Advisers, LLC 2.20% Reduce -16.7% 15,000 $4.6M
Consolidated Investment Group LLC 0.61% No change 15,000 $4.6M
Mayflower Financial Advisors, LLC 0.64% Reduce -1.5% 14,997 $4.6M
Pinnacle Financial Group, LLC / IL 1.53% Reduce -3.5% 14,981 $4.6M
Pointe Capital Management LLC 2.37% Add +1.2% 14,976 $4.6M
TRUE Private Wealth Advisors 0.51% Add +3.4% 14,865 $4.5M
Atticus Wealth Management, LLC 1.22% Reduce -5.6% 14,830 $4.5M
Moors & Cabot, Inc. 0.21% Add +1.3% 14,585 $4.4M
RFG Advisory, LLC 0.10% Reduce -24.0% 14,554 $4.4M
AdvisorShares Investments LLC 0.80% Add +25.1% 14,529 $4.4M
Thomist Capital Management, LP 2.67% Reduce -55.4% 14,700 $4.4M
EWG Elevate Inc. 1.36% Reduce -81.8% 14,500 $4.4M
Wealth Management Associates, Inc. 1.72% Reduce -2.8% 14,492 $4.4M
Evexia Wealth LLC 1.38% Add +19.4% 14,239 $4.4M
Consolidated Portfolio Review Corp 0.61% Add +0.0% 14,404 $4.4M
Alliance Wealth Advisors, LLC 2.38% Reduce -0.4% 14,353 $4.4M
Lodestar Private Asset Management LLC 0.50% Reduce -3.0% 14,336 $4.4M
White Pine Capital LLC 1.39% Reduce -2.0% 14,323 $4.4M
Headinvest, LLC 0.93% Add +10.3% 14,321 $4.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.28% Add +65.6% 14,295 $4.4M
Peregrine Asset Advisers, Inc. 1.36% Add +46.3% 14,281 $4.4M
Mma Asset Management LLC 1.66% Reduce -9.3% 14,223 $4.3M
Smith, Moore & Co. 0.36% Add +2.2% 14,220 $4.3M
Flagship Wealth Advisors, LLC 1.63% Reduce -2.4% 14,198 $4.3M
1ST Source Bank 0.24% Reduce -7.2% 14,175 $4.3M
Whittier Trust Co. of Nevada Inc. 0.10% Reduce -9.7% 14,135 $4.3M
Sharkey, Howes & Javer 0.58% Reduce -2.4% 14,098 $4.3M
Primoris Wealth Advisors, LLC 2.93% Add +635.7% 14,067 $4.3M
Transcend Capital Advisors, LLC 0.33% Reduce -10.8% 108,359 $4.3M
SS&H Financial Advisors, Inc. 1.43% Add +29.5% 14,049 $4.3M
Macroview Investment Management LLC 3.47% Reduce -0.6% 13,879 $4.2M
Aries Wealth Management 1.11% Reduce -6.5% 13,877 $4.2M
Blue Capital, Inc. 2.99% — 13,838 $4.2M
Afg Fiduciary Services Limited Partnership 2.72% Reduce -26.3% 13,711 $4.2M
Matauro, LLC 0.79% Reduce -11.0% 13,819 $4.2M
Red Door Wealth Management, LLC 0.50% Add +6.5% 13,806 $4.2M
Daiwa Securities Group Inc. 0.02% Add +1.9% 13,800 $4.2M
Heritage Oak Wealth Advisors LLC 1.65% Reduce -44.1% 13,787 $4.2M
NWF Advisory Services Inc. 0.50% Reduce -15.2% 13,784 $4.2M
Fortis Capital Advisors, LLC 0.75% Add +171.9% 13,761 $4.2M
Signaturefd, LLC 0.07% Reduce -2.8% 13,680 $4.2M
Retirement Planning Group, LLC 0.18% Reduce -8.5% 13,652 $4.2M
Fortress Private Ledger, LLC 1.89% Add +15.7% 13,650 $4.2M
SVB Wealth LLC 0.22% Reduce -46.2% 13,648 $4.2M
One Capital Management, LLC 0.14% Reduce -8.0% 13,646 $4.2M
MGB Wealth Management, LLC 1.37% Add +33.5% 13,633 $4.1M
Cornerstone Wealth Management, LLC 0.25% Add +34.5% 13,597 $4.1M
Golden State Wealth Management, LLC 0.50% Reduce -0.9% 13,556 $4.1M
Copia Wealth Management 3.48% Reduce -11.6% 13,528 $4.1M
Deutsche Bank AG 0.00% Add +9.4% 13,486 $4.1M
Capital Advisory Group Advisory Services, LLC 1.48% Reduce -0.8% 13,481 $4.1M
Deane Retirement Strategies, Inc. 1.83% Reduce -32.0% 13,444 $4.1M
Burns Matteson Capital Management, LLC 1.97% Add +1.4% 13,411 $4.1M
Avior Wealth Management, LLC 0.14% Reduce -2.2% 13,353 $4.1M
Banque Pictet & Cie SA 0.04% Reduce -30.6% 13,381 $4.1M
Resolute Wealth Strategies, LLC 2.18% Add +11.0% 13,325 $4.1M
Ariadne Wealth Management, LP 1.93% No change 13,060 $4.0M
BOK Financial Private Wealth, Inc. 0.27% No change 13,244 $4.0M
Argent Trust Co 0.15% Add +3.5% 13,240 $4.0M
Bluesphere Advisors LLC 2.01% Add +62.0% 13,209 $4.0M
Obermeyer Wealth Partners 0.20% Add +13.1% 13,158 $4.0M
Principal Securities, Inc. 0.08% Add +27.4% 13,125 $4.0M
BigSur Wealth Management LLC 1.01% Reduce -22.5% 13,115 $4.0M
Nvest Financial, LLC 2.07% Reduce -78.5% 13,028 $4.0M
Wells Financial Advisors INC 5.45% Reduce -9.8% 13,021 $4.0M
Fort Point Capital Partners LLC 0.40% Add +2.9% 12,932 $3.9M
Valmark Advisers, Inc. 0.06% Add +130.4% 12,929 $3.9M
Aspire Private Capital, LLC 0.91% Add +6.8% 12,912 $3.9M
Texas Bank & Trust Co 1.56% Reduce -12.2% 12,910 $3.9M
Sterling Financial Planning, Inc. 1.31% Reduce -7.3% 12,904 $3.9M
Personal Cfo Solutions, LLC 0.73% Add +5.9% 12,876 $3.9M
Centennial Bank 1.64% Reduce -14.7% 12,865 $3.9M
Promus Capital, LLC 2.51% Add +159.7% 12,696 $3.9M
Howard Capital Management, LLC 0.06% New 12,672 $3.9M
Fire Capital Management LLC 2.45% Reduce -16.0% 12,669 $3.9M
GeoWealth Management, LLC 0.15% Add +725.6% 12,665 $3.9M
Cyndeo Wealth Partners, LLC 0.23% Add +1.0% 12,652 $3.9M
Valeo Financial Advisors, LLC 0.09% Add +23.3% 12,640 $3.9M
Gotham Asset Management 0.02% Add +182.7% 12,624 $3.8M
Rye Brook Capital LLC 4.01% Reduce -2.3% 12,600 $3.8M
Strategic Investment Solutions, Inc. 1.16% Add +11.7% 12,535 $3.8M
Pinnacle Associates Ltd. 0.06% Add +6.0% 12,472 $3.8M
Ancora Advisors LLC 0.08% Reduce -12.6% 12,460 $3.8M
ABLE Financial Group, LLC 0.92% Reduce -1.0% 12,443 $3.8M
Krilogy Financial LLC 0.22% Reduce -27.0% 12,440 $3.8M
Caliber Wealth Management, LLC / KS 0.41% Reduce -4.9% 12,408 $3.8M
GC Wealth Management RIA, LLC 0.31% Add +147.8% 12,365 $3.8M
Evergreen Capital Management LLC 0.11% Reduce -23.7% 12,356 $3.8M
MRP Capital Investments, LLC 2.59% Add +16.4% 12,347 $3.8M
Advisor Resource Council 1.84% Reduce -81.7% 12,318 $3.8M
Partners Capital Investment Group, LLP 0.15% Reduce -50.0% 12,310 $3.8M
Scholtz & Company, LLC 1.65% Reduce -19.3% 12,295 $3.7M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +12.3% 12,290 $3.7M
Evelyn Partners Investment Management Services Ltd 0.56% Reduce -3.4% 12,268 $3.7M
FAS Wealth Partners, Inc. 0.28% Add +161.3% 12,225 $3.7M
Inscription Capital, LLC 0.53% Add +44.5% 12,171 $3.7M
United Capital Financial Advisors, LLC 0.03% Add +9.5% 12,171 $3.7M
Old National Bancorp 0.07% Add +8.1% 12,118 $3.7M
Certified Advisory Corp 0.38% Add +5.1% 12,108 $3.7M
Wisconsin Wealth Advisors, LLC 4.22% Reduce -27.7% 12,050 $3.7M
Telligent Fund, LP 3.34% New 12,000 $3.7M
Bath Savings Trust Co 0.37% Add +1.3% 11,986 $3.7M
Apollon Financial, LLC 0.77% Add +3.3% 11,952 $3.6M
IPG Investment Advisors LLC 0.71% Add +3.7% 11,879 $3.6M
Emmett Investment Management, LP 2.86% No change 11,735 $3.6M
Wealth Advisory Solutions, LLC 0.91% Reduce -18.6% 11,808 $3.6M
Brighton Jones LLC 0.10% Add +4.6% 11,785 $3.6M
CMG Global Holdings, LLC 1.89% Reduce -0.2% 11,755 $3.6M
Fiduciary Financial Group, LLC 0.65% Reduce -1.3% 11,654 $3.6M
Relyea Zuckerberg Hanson LLC 0.42% No change 11,691 $3.6M
Capital Investment Advisors, LLC 0.06% Reduce -3.7% 11,689 $3.6M
Helium Advisors LLC 2.25% Add +6.5% 11,649 $3.6M
Plan Group Financial, LLC 1.16% Reduce -28.3% 11,591 $3.5M
Orin Green Financial, LLC 1.49% Add +0.2% 11,573 $3.5M
D.B. Root & Company, LLC 1.04% Add +5.9% 11,507 $3.5M
Beck Mack & Oliver LLC 0.07% No change 11,475 $3.5M
Marathon Capital Management 0.89% Reduce -0.9% 11,378 $3.5M
Continuum Advisory, LLC 0.42% Reduce -7.7% 11,377 $3.5M
Camarda Financial Advisors, LLC 1.35% Reduce -0.5% 11,268 $3.4M
Centricity Wealth Management, LLC 2.72% Add +3.3% 11,179 $3.4M
Simplicity Wealth,LLC 0.14% Add +22.2% 11,171 $3.4M
Inspire Trust Co, N.A. 0.70% Reduce -4.3% 11,158 $3.4M
Capital Wealth Planning, LLC 0.03% Reduce -52.5% 11,063 $3.4M
Charter Research & Investment Group, Inc. 2.51% No change 11,031 $3.4M
Global Endowment Management, LP 0.45% Reduce -16.6% 11,000 $3.4M
Ewing Morris & Co. Investment Partners Ltd. 1.51% Add +67.9% 10,991 $3.4M
Avalon Trust Co 0.24% No change 10,967 $3.3M
JTC Employer Solutions Trustee Ltd 0.32% Add +16.8% 10,953 $3.3M
Shikiar Asset Management Inc. 1.02% No change 10,927 $3.3M
Perissos Private Wealth Management, LLC 2.62% Reduce -50.2% 10,886 $3.3M
Tidal Investments LLC 0.02% Add +74.7% 10,853 $3.3M
Landmark Wealth Management, Inc. 1.41% Add +15.5% 10,816 $3.3M
Kovack Advisors, Inc. 0.32% Add +6.1% 10,815 $3.3M
Ciovacco Capital Management LLC 1.79% Reduce -11.1% 10,773 $3.3M
Wise Wealth Partners 5.48% Reduce -30.0% 10,768 $3.3M
Centric Wealth Management 0.78% Reduce -1.2% 10,477 $3.3M
Optimum Investment Advisors 1.41% Reduce -2.1% 10,616 $3.2M
Daymark Wealth Partners, LLC 0.12% Add +361.3% 10,597 $3.2M
MBL Wealth, LLC 0.31% Reduce -3.1% 10,596 $3.2M
SMART Wealth LLC 1.01% Add +21.0% 10,594 $3.2M
Newman Dignan & Sheerar, Inc. 0.74% Reduce -2.0% 10,584 $3.2M
Cannell & Spears LLC 0.07% Add +0.0% 10,578 $3.2M
City Holding Co. 0.42% Add +38.8% 10,571 $3.2M
Samalin Investment Counsel, LLC 1.23% Add +5.7% 10,472 $3.2M
Montis Financial, LLC 0.89% Reduce -0.9% 10,458 $3.2M
Narwhal Capital Management 0.26% Reduce -27.3% 10,440 $3.2M
Sheets Smith Wealth Management 0.37% Reduce -1.9% 10,431 $3.2M
Summit Financial Strategies, Inc. 0.29% Add +0.9% 10,425 $3.2M
Wealthspire Retirement, LLC 0.21% Add +102.1% 10,397 $3.2M
StoneX Group Inc. 0.15% Reduce -72.2% 10,379 $3.2M
Towneley Capital Management, Inc / DE 0.73% Reduce -12.3% 10,377 $3.2M
Westbourne Investments, Inc. 1.68% Add +1.5% 10,359 $3.2M
WorthPointe, LLC 1.33% Add +45.7% 10,339 $3.2M
Raleigh Capital Management Inc. 1.32% Add +26.1% 10,337 $3.2M
Matrix Trust Co 0.50% New 10,327 $3.1M
International Assets Investment Management, LLC 0.25% Reduce -36.8% 10,326 $3.1M
Fourth Dimension Wealth, LLC 1.33% Add +9.7% 10,326 $3.1M
NBT Bank, N.A. 0.22% Add +10.8% 10,300 $3.1M
First Citizens Bank & Trust Co. 0.06% Add +1.1% 10,299 $3.1M
Seamount Financial Group Inc. 1.61% Add +2.4% 10,268 $3.1M
Central Asset Investments & Management Holdings (HK) Ltd 2.85% Add +819.9% 10,266 $3.1M
Seaview Investment Managers LLC 0.66% Add +1.1% 10,255 $3.1M
Solstein Capital, LLC 1.60% Reduce -1.7% 10,245 $3.1M
Professional Financial Advisors, LLC 0.72% Reduce -4.6% 10,209 $3.1M
Empirical Asset Management, LLC 0.96% Add +3.7% 10,207 $3.1M
EverSource Wealth Advisors, LLC 0.14% Add +10.7% 10,187 $3.1M
Flputnam Investment Management Co. 0.05% Reduce -0.7% 10,175 $3.1M
Financial Engines Advisors L.L.C. 0.01% Add +232.6% 10,171 $3.1M
Sfmg, LLC 0.23% Reduce -24.6% 10,131 $3.1M
Weaver Consulting Group 0.85% Add +0.4% 10,095 $3.1M
Bryn Mawr Trust Advisors, LLC 0.17% Add +69.9% 10,093 $3.1M
Gouws Capital LLC 1.86% Reduce -0.7% 10,030 $3.1M
Boothbay Fund Management, LLC 0.10% Reduce -56.6% 9,965 $3.0M
Flagship Private Wealth, LLC 1.29% Add +0.1% 9,963 $3.0M
Westfuller Advisors, LLC 1.72% Add +11.3% 9,905 $3.0M
Palisades Hudson Asset Management, L.P. 1.18% Reduce -0.7% 9,877 $3.0M
Leo Wealth, LLC 0.23% Add +28.9% 9,854 $3.0M
Composition Wealth, LLC 0.05% Add +69.3% 9,835 $3.0M
Gradient Capital Advisors, LLC 0.89% Add +9.2% 9,832 $3.0M
Coordinated Financial Services, Inc. 2.10% — 9,821 $3.0M
Farmers Trust Co. 0.56% Reduce -0.5% 9,806 $3.0M
Quest 10 Wealth Builders, Inc. 2.91% Add +8.1% 9,804 $3.0M
Focus Partners Advisor Solutions, LLC 0.04% Reduce -5.9% 9,780 $3.0M
K2 Principal Fund, L.P. 1.29% Reduce -85.1% 9,746 $3.0M
Emergent Wealth Advisors, LLC 1.89% Add +4.4% 9,715 $3.0M
Integrated Investment Consultants, LLC 0.58% Add +0.1% 9,701 $3.0M
Private Wealth Partners, LLC 0.23% Reduce -4.0% 9,656 $2.9M
CI Investments Inc. 0.01% No change 9,642 $2.9M
Cowa, LLC 1.12% Reduce -9.1% 9,621 $2.9M
Trust Co. of Vermont 0.14% Add +3.0% 9,626 $2.9M
Bridgewater Advisors Inc. 0.22% Add +0.6% 9,568 $2.9M
Dorsey Wright & Associates 0.70% Add +1.2% 9,606 $2.9M
Laurel Wealth Advisors LLC 0.44% Add +2.8% 9,587 $2.9M
AlphaStar Capital Management, LLC 0.20% Add +17.0% 9,558 $2.9M
Independent Wealth Network Inc. 1.06% Reduce -9.2% 9,546 $2.9M
Thoroughbred Financial Services, LLC 0.20% Reduce -0.9% 9,545 $2.9M
Calton & Associates, Inc. 0.50% Add +14.3% 9,541 $2.9M
Connective Portfolio Management, LLC 6.21% Add +3.3% 9,465 $2.9M
Northeast Financial Group, Inc. 0.92% Reduce -33.5% 9,497 $2.9M
Clare Market Investments LLC 0.64% Add +8.1% 9,479 $2.9M
Private Trust Co. NA 0.27% Reduce -5.8% 9,451 $2.9M
44 Wealth Management LLC 1.02% No change 9,430 $2.9M
Visionary Wealth Advisors 0.15% Add +15.3% 9,362 $2.9M
Midwest Professional Planners, LTD. 0.75% Reduce -6.2% 9,337 $2.8M
Hanson & Doremus Investment Management 0.38% No change 9,239 $2.8M
Net Worth Advisory Group 0.62% Add +140.4% 9,230 $2.8M
Tandem Financial, LLC 2.64% Reduce -10.8% 9,210 $2.8M
Corundum Group, Inc. 1.24% Reduce -1.6% 9,210 $2.8M
Flagstar Securities, Inc. 0.78% Reduce -2.6% 9,197 $2.8M
Curran Financial Partners, LLC 0.62% Reduce -41.0% 9,182 $2.8M
HUB Investment Partners, LLC 0.10% Add +139.5% 9,133 $2.8M
Parcion Private Wealth LLC 0.20% Reduce -0.7% 9,087 $2.8M
Trust Co. of Toledo NA 0.31% No change 9,079 $2.8M
Simon Quick Advisors, LLC 0.14% Add +15.7% 9,066 $2.8M
Empower Advisory Group, LLC 0.01% No change 9,066 $2.8M
Highline Wealth Partners LLC 0.82% Add +9.1% 9,058 $2.8M
Discipline Wealth Solutions, LLC 1.06% Add +20.4% 9,055 $2.8M
Viewpoint Investment Partners Corp. 1.51% Add +168.2% 9,050 $2.8M
Mission Wealth Management, LP 0.06% Add +6.0% 9,037 $2.8M
Walkner Condon Financial Advisors LLC 0.51% Reduce -0.0% 9,030 $2.8M
Congress Park Capital LLC 0.90% New 9,029 $2.8M
Transce3nd, LLC 1.16% Reduce -50.8% 8,992 $2.7M
Crescent Grove Advisors, LLC 0.27% Add +46.6% 8,989 $2.7M
Accel Wealth Management 0.91% Add +11.7% 8,989 $2.7M
Apella Capital, LLC 0.07% Reduce -6.0% 8,893 $2.7M
Procyon Advisors, LLC 0.26% Add +14.1% 8,959 $2.7M
First Bank & Trust 0.49% No change 8,940 $2.7M
Intellectus Partners, LLC 0.59% Reduce -5.5% 8,908 $2.7M
Fermata Advisors, LLC 0.73% Reduce -17.5% 8,900 $2.7M
Verus Capital Partners, LLC 0.24% Add +0.4% 8,801 $2.7M
Morse Asset Management, Inc 0.59% Add +102.1% 8,760 $2.7M
New England Private Wealth Advisors LLC 0.39% Reduce -4.3% 8,834 $2.7M
Pure Financial Advisors, LLC 0.05% Add +30.5% 8,693 $2.6M
Clear Street LLC 0.02% New 8,663 $2.6M
Broyhill Asset Management, LLC 2.40% No change 8,655 $2.6M
Insight Advisors, LLC/ PA 0.43% Add +261.8% 8,650 $2.6M
Inspirion Wealth Advisors, LLC 0.35% Add +14.8% 8,637 $2.6M
EPG Wealth Management LLC 0.79% Reduce -13.5% 8,629 $2.6M
Sandbox Financial Partners, LLC 0.83% Reduce -33.4% 8,626 $2.6M
Amplius Wealth Advisors, LLC 0.24% Reduce -4.2% 8,621 $2.6M
Roundview Capital LLC 0.18% Reduce -4.3% 8,609 $2.6M
Platform Technology Partners 0.68% Add +23.4% 8,599 $2.6M
Sendero Wealth Management, LLC 0.33% Reduce -18.1% 8,566 $2.6M
Geneva Partners, LLC 1.03% Add +1.3% 8,539 $2.6M
Augustine Asset Management Inc. 0.70% Reduce -1.6% 8,539 $2.6M
Glen Eagle Advisors, LLC 0.40% Add +503.6% 8,493 $2.6M
Glass Jacobson Investment Advisors llc 0.99% Add +4.3% 8,460 $2.6M
McRae Capital Management Inc. 0.53% Add +0.6% 8,460 $2.6M
Nadler Financial Group, Inc. 0.26% No change 8,358 $2.5M
Creekside Partners 1.21% Add +2.1% 8,343 $2.5M
Mission Creek Capital Partners, Inc. 0.56% Reduce -2.6% 8,327 $2.5M
Compass Ion Advisors, LLC 0.27% No change 8,314 $2.5M
Financial Guidance Group, Inc. 1.23% Reduce -0.2% 8,292 $2.5M
CSS LLC 0.47% Reduce -38.6% 8,292 $2.5M
FreeGulliver LLC 1.16% Add +0.4% 8,251 $2.5M
Loomis Sayles & Co. L P 0.00% New 8,250 $2.5M
Penn Davis McFarland Inc. 0.28% No change 8,242 $2.5M
Sound Income Strategies, LLC 0.14% Reduce -38.0% 8,226 $2.5M
Brendel Financial Advisors LLC 1.40% Reduce -0.3% 8,201 $2.5M
Clear Harbor Asset Management, LLC 0.19% Add +2.8% 8,160 $2.5M
Nicholas Hoffman & Company, LLC. 0.06% Add +0.1% 8,138 $2.5M
Main Street Financial Solutions, LLC 0.18% Reduce -2.8% 8,134 $2.5M
Encompass Wealth Advisors, LLC 0.91% Add +11.0% 8,100 $2.5M
Altura Wealth Advisors Inc. 1.38% Reduce -7.5% 8,088 $2.5M
Baker Ellis Asset Management LLC 0.34% Reduce -1.5% 8,079 $2.5M
Concentrum Wealth Management 0.77% Add +3.9% 8,044 $2.5M
Castleark Management LLC 0.07% Reduce -88.9% 8,005 $2.4M
Magnus Financial Group LLC 0.21% Add +2.6% 7,986 $2.4M
Americana Partners, LLC 0.08% Reduce -0.7% 7,969 $2.4M
Welch Group, LLC 0.10% Add +4.6% 7,944 $2.4M
Moneta Group Investment Advisors LLC 0.03% Reduce -5.7% 7,940 $2.4M
Grey Ledge Advisors, LLC 0.59% Reduce -1.2% 7,927 $2.4M
Castle Rock Wealth Management, LLC 0.56% Reduce -1.4% 7,725 $2.4M
Firestone Capital Management 0.57% Reduce -12.2% 7,921 $2.4M
Hutchens & Kramer Investment Management Group, LLC 1.11% Reduce -0.5% 7,846 $2.4M
Independence Bank of Kentucky 0.34% Add +219.8% 7,913 $2.4M
Toronto Dominion Bank 0.01% Add +75.5% 7,886 $2.4M
Northwest & Ethical Investments L.P. 0.06% Reduce -77.8% 7,830 $2.4M
Coldstream Capital Management Inc. 0.04% Add +41.8% 7,826 $2.4M
Avidian Wealth Enterprises, LLC 0.10% Add +4.7% 7,809 $2.4M
NavPoint Financial, Inc. 1.44% Reduce -3.1% 7,793 $2.4M
Element Pointe Advisors, LLC 0.57% No change 7,790 $2.4M
Tiemann Investment Advisors, LLC 0.97% No change 7,762 $2.4M
Aua Capital Management, LLC 1.41% No change 7,761 $2.4M
Centennial Wealth Advisory LLC 0.75% Reduce -5.8% 7,757 $2.4M
Herbst Group, LLC 1.42% Add +15.7% 7,754 $2.4M
ORG Partners LLC 0.51% Add +11.2% 7,587 $2.3M
Disciplined Investors, L.L.C. 1.82% No change 7,678 $2.3M
Keebeck Wealth Management 0.31% Add +0.8% 7,659 $2.3M
Nelson Capital Management, LLC 0.31% No change 7,658 $2.3M
Capital Group Private Client Services, Inc. 0.02% Reduce -3.3% 7,626 $2.3M
Carnegie Investment Counsel 0.05% Add +9.4% 7,624 $2.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 7,612 $2.3M
RPG Investment Advisory, LLC 0.29% Reduce -3.2% 7,579 $2.3M
Maxele Advisors, LLC 2.01% Add +21.1% 7,553 $2.3M
Blueprint Investment Partners LLC 0.41% New 7,549 $2.3M
Pinnacle Family Advisors, LLC 1.12% New 7,552 $2.3M
Balanced Wealth Group LLC 1.00% Reduce -1.8% 7,581 $2.3M
Verdence Capital Advisors LLC 0.16% Add +28.1% 7,492 $2.3M
Cove Private Wealth, LLC 0.81% Add +107.9% 7,485 $2.3M
Jeppson Wealth Management, LLC 0.79% No change 7,479 $2.3M
Tempus Wealth Planning, LLC 0.57% Add +239.2% 7,455 $2.3M
Fiduciary Family Office, LLC 0.74% No change 7,393 $2.3M
Total Clarity Wealth Management, Inc. 0.64% Add +147.9% 7,374 $2.2M
Linden Thomas Advisory Services, LLC 0.25% Add +5.4% 7,370 $2.2M
Summit X, LLC 0.42% Add +2.5% 7,361 $2.2M
Compound Planning, Inc. 0.08% Add +7.3% 7,339 $2.2M
LVM Capital Management Ltd. 0.23% Add +15.8% 7,325 $2.2M
WMG Financial Advisors, LLC 0.83% Add +31.6% 7,317 $2.2M
Marex Group Ltd 0.04% Add +24.4% 7,289 $2.2M
Private Harbour Investment Management & Counsel, LLC 2.30% Reduce -1.3% 7,271 $2.2M
Purkiss Capital Advisors LLC 1.23% Add +9.9% 7,260 $2.2M
Wellington Shields Capital Management, LLC 0.37% Reduce -16.9% 7,219 $2.2M
Rwa Wealth Partners, LLC 0.03% Reduce -4.8% 7,205 $2.2M
J. Safra Sarasin Holding AG 0.04% Reduce -70.5% 7,230 $2.2M
Tyche Wealth Partners LLC 0.44% Add +5.3% 7,185 $2.2M
HBK Sorce Advisory LLC 0.06% Add +5.7% 7,182 $2.2M
Austin Wealth Management, LLC 0.39% Reduce -4.7% 7,186 $2.2M
Blueprint Financial Advisors LLC 0.70% New 7,137 $2.2M
GFS Advisors, LLC 0.30% New 7,135 $2.2M
Aberdeen Wealth Management LLC 1.44% No change 7,117 $2.2M
National Wealth Management Group, LLC 1.21% Add +1.5% 7,071 $2.2M
Lionsbridge Wealth Management LLC 2.14% Reduce -3.5% 7,056 $2.2M
Modus Advisors, LLC 0.64% Reduce -0.4% 7,048 $2.1M
PKS Advisory Services, LLC 0.53% Reduce -0.2% 7,050 $2.1M
Mainstream Capital Management LLC 1.55% Add +29.9% 7,006 $2.1M
Addison Capital Co 0.74% Reduce -0.5% 7,001 $2.1M
D'Orazio & Associates, Inc. 0.30% Add +3.1% 7,001 $2.1M
WealthShield Partners, LLC 0.26% Reduce -1.4% 6,981 $2.1M
Accurate Wealth Management, LLC 0.33% Reduce -82.7% 6,948 $2.1M
Aspen Investment Management Inc 0.89% Add +19.1% 6,978 $2.1M
Perennial Investment Advisors, LLC 0.21% Add +3.8% 6,970 $2.1M
Patrick Mauro Investment Advisor, INC. 1.20% Reduce -14.0% 7,801 $2.1M
Gerber Kawasaki Wealth & Investment Management 0.08% Add +5.6% 6,938 $2.1M
Excalibur Management Corp. 0.79% Add +0.2% 6,901 $2.1M
Financial Management Network Inc. 0.38% Add +0.3% 6,844 $2.1M
Sincerus Advisory, LLC 1.97% Add +0.5% 6,835 $2.1M
Kercheville Advisors, LLC 0.72% Add +1.7% 6,879 $2.1M
Bison Wealth, LLC 0.17% Add +17.0% 6,751 $2.1M
Silverlake Wealth Management LLC 0.61% Add +11.3% 6,835 $2.1M
Pullen Investment Management, LLC 1.25% Add +2.3% 6,818 $2.1M
Lederer & Associates Investment Counsel 1.37% No change 6,815 $2.1M
Valley National Advisers Inc. 0.34% Add +1453.4% 6,773 $2.1M
Onyx Bridge Wealth Group LLC 0.27% Add +5.4% 6,759 $2.1M
Florida Financial Advisors, LLC 0.50% Add +7.8% 6,750 $2.1M
Ion Asset Management Ltd. 0.12% Reduce -2.7% 6,710 $2.0M
Synergy Asset Management, LLC 0.23% Reduce -5.1% 6,698 $2.0M
Cohen & Steers, Inc. 0.00% Reduce -72.4% 6,675 $2.0M
Benin Management CORP 0.53% Add +11.9% 6,651 $2.0M
Oarsman Capital, Inc. 0.32% Add +1.5% 6,645 $2.0M
Schneider Downs Wealth Management Advisors, LP 0.30% Reduce -3.6% 6,644 $2.0M
White Lighthouse Investment Management Inc. 0.33% Reduce -2.6% 6,636 $2.0M
Allied Investment Advisors, LLC 0.35% Add +7.3% 6,635 $2.0M
Private Wealth Asset Management, LLC 0.27% Reduce -0.9% 6,598 $2.0M
Rebalance, LLC 0.14% Reduce -2.9% 6,567 $2.0M
Peak Planning Group, LLC 1.28% Reduce -17.5% 6,560 $2.0M
Avantax Planning Partners, Inc. 0.06% Add +2.4% 6,547 $2.0M
San Luis Wealth Advisors LLC 0.43% Add +2.4% 6,540 $2.0M
Baxter Bros Inc. 0.24% Reduce -9.8% 6,506 $2.0M
S.A. Mason LLC 0.96% No change 6,503 $2.0M
Ulysses Management LLC 0.43% Reduce -38.1% 6,500 $2.0M
CRA Financial Services, LLC 0.30% Add +7.4% 6,466 $2.0M
Betterment LLC 0.00% Add +18.2% 6,467 $2.0M
Gould Asset Management LLC 0.39% Reduce -7.8% 6,459 $2.0M
Sovereign Financial Group, Inc. 0.41% Reduce -0.2% 6,456 $2.0M
BOS Asset Management, LLC 0.63% No change 6,451 $2.0M
Commons Capital, LLC 1.50% Reduce -2.0% 6,451 $2.0M
Laird Norton Wetherby Wealth Management, LLC 0.09% — 6,436 $2.0M
BKM Wealth Management, LLC 0.77% Add +1.1% 6,436 $2.0M
GWN Securities Inc. 0.36% Reduce -82.7% 6,408 $2.0M
KFG Wealth Management, LLC 0.31% Add +0.2% 6,408 $2.0M
IronBridge Private Wealth, LLC 0.68% Reduce -72.4% 6,394 $1.9M
ArchPoint Investors 0.57% Add +14.4% 6,365 $1.9M
Mitchell McLeod Pugh & Williams Inc. 0.36% Add +2.9% 6,357 $1.9M
Pacific Point Advisors, LLC 1.04% No change 6,320 $1.9M
Pin Oak Investment Advisors Inc. 1.63% Add +5.2% 6,669 $1.9M
SpringVest Wealth Management LLC 1.55% Add +11.2% 6,297 $1.9M
KCM Investment Advisors LLC 0.06% Add +144.0% 6,284 $1.9M
Founders Financial Securities LLC 0.15% Reduce -0.1% 6,283 $1.9M
PMV Capital Advisers, LLC 4.25% Reduce -9.8% 6,257 $1.9M
Crestwood Advisors Group, LLC 0.03% Add +20.1% 6,245 $1.9M
Creative Financial Designs Inc. 0.14% Reduce -1.7% 6,236 $1.9M
McHugh Group, LLC 1.29% Reduce -10.9% 6,235 $1.9M
X-Square Capital, LLC 0.68% New 6,182 $1.9M
Game Creek Capital, LP 0.97% Reduce -54.7% 6,175 $1.9M
Werba Rubin Papier Wealth Management 0.35% Add +8.9% 6,082 $1.9M
Beese Fulmer Investment Management, Inc. 0.14% Add +0.3% 6,079 $1.9M
Northeast Financial Consultants Inc 0.08% Add +45.1% 6,070 $1.9M
TBH Global Asset Management, LLC 0.40% Reduce -2.2% 6,064 $1.8M
Turning Point Benefit Group, Inc. 1.39% Add +10.1% 6,029 $1.8M
Southland Equity Partners LLC 0.40% Add +151.3% 6,029 $1.8M
ZEGA Investments, LLC 0.46% Reduce -5.8% 6,025 $1.8M
Bluefin Capital Management, LLC 1.45% Add +25.0% 6,000 $1.8M
Schnieders Capital Management LLC 0.32% Add +4.8% 6,000 $1.8M
Isthmus Partners, LLC 0.21% No change 6,000 $1.8M
Reyes Financial Architecture, Inc. 1.58% Reduce -73.3% 5,997 $1.8M
Wealthedge Investment Advisors, LLC 0.76% Reduce -5.1% 5,985 $1.8M
Ritholtz Wealth Management 0.04% Reduce -0.5% 5,921 $1.8M
Meridian Wealth Advisors, LLC 0.29% Add +1.2% 5,918 $1.8M
Aprio Wealth Management, LLC 0.20% Reduce -3.5% 5,910 $1.8M
Manchester Capital Management LLC 0.24% Add +30.8% 5,894 $1.8M
Harbour Capital Advisors, LLC 0.38% Reduce -2.2% 5,791 $1.8M
Clarus Wealth Advisors 0.83% Reduce -8.4% 5,868 $1.8M
Smith Anglin Financial, LLC 0.16% Reduce -49.0% 5,842 $1.8M
O'shaughnessy Asset Management, LLC 0.01% Reduce -3.1% 5,830 $1.8M
High Note Wealth, LLC 0.41% New 5,811 $1.8M
Phillips Financial Management, LLC 0.13% Reduce -4.1% 5,806 $1.8M
Chicago Partners Investment Group LLC 0.05% Add +21.8% 5,669 $1.8M
LCNB Corp. 0.62% Reduce -0.9% 5,782 $1.8M
J2 Capital Management Inc 1.40% Add +12.5% 5,759 $1.8M
Pegasus Asset Management, Inc. 0.60% No change 5,748 $1.8M
Boreal Capital Management LLC 1.67% — 5,725 $1.7M
Herold Advisors, Inc. 0.37% Reduce -13.6% 5,715 $1.7M
Kraft, Davis & Associates, LLC 0.48% Reduce -80.0% 5,675 $1.7M
Doheny Asset Management 1.21% No change 5,670 $1.7M
Per Stirling Capital Management, LLC. 0.23% New 5,665 $1.7M
Mason & Associates Inc 0.40% Add +0.5% 5,657 $1.7M
Gables Capital Management Inc. 0.81% Reduce -3.4% 5,648 $1.7M
Saxony Capital Management, LLC 1.32% Add +48.2% 5,633 $1.7M
Secure Asset Management, LLC 0.32% Reduce -9.8% 5,628 $1.7M
Account Management LLC 1.88% No change 5,610 $1.7M
Brandywine Oak Private Wealth LLC 0.16% Add +9.5% 5,603 $1.7M
Moss Adams Wealth Advisors LLC 0.15% Add +2.3% 5,600 $1.7M
Arlington Trust Co LLC 0.33% Reduce -1.9% 5,572 $1.7M
West Michigan Advisors, LLC 0.48% Add +21.4% 5,571 $1.7M
Patten Group, Inc. 0.36% No change 5,563 $1.7M
Cozad Asset Management Inc. 0.15% Add +1.8% 5,551 $1.7M
Moulton Wealth Management, Inc. 1.27% Reduce -1.6% 5,478 $1.7M
Kimelman & Baird, LLC 0.14% No change 5,490 $1.7M
BNP Paribas 0.05% Add +5.0% 5,481 $1.7M
Genesis Wealth Advisors, LLC 1.25% Add +0.1% 5,480 $1.7M
SevenBridge Financial Group, LLC 0.29% Reduce -7.4% 5,413 $1.7M
Leavell Investment Management, Inc. 0.07% Add +54.3% 5,448 $1.7M
Fisher Asset Management 0.00% Reduce -44.7% 5,442 $1.7M
Ofc Financial Planning, LLC 1.76% Reduce -0.1% 5,429 $1.7M
Bogart Wealth, LLC 0.07% Add +0.5% 5,429 $1.7M
Advisors Preferred, LLC 0.27% Reduce -14.3% 5,369 $1.7M
Soltis Investment Advisors LLC 0.13% Add +43.5% 5,403 $1.6M
Vista Investment Partners Ii, LLC 0.79% Add +38.4% 5,400 $1.6M
Mill Creek Capital Advisors, LLC 0.04% No change 5,399 $1.6M
Forbes J M & Co. LLP 0.15% No change 5,393 $1.6M
Investment Partners, LTD. 0.62% Add +2.4% 5,386 $1.6M
Jefferies Financial Group Inc. 0.03% Add +47.5% 5,378 $1.6M
Madison Wealth Partners, Inc 0.36% Add +0.5% 5,377 $1.6M
Global Assets Advisory, LLC 0.63% Reduce -59.9% 5,279 $1.6M
Beirne Wealth Consulting Services, LLC 0.53% No change 5,316 $1.6M
Heartwood Wealth Advisors LLC 0.17% No change 5,275 $1.6M
WealthTrust Asset Management, LLC 1.20% Reduce -30.4% 5,260 $1.6M
Douglass Winthrop Advisors, LLC 0.03% Add +24.2% 5,256 $1.6M
Naples Global Advisors, LLC 0.14% No change 5,204 $1.6M
American Institute for Advanced Investment Management, LLP 1.12% Add +7.5% 5,249 $1.6M
First Business Financial Services, Inc. 0.14% Reduce -12.2% 5,180 $1.6M
Certuity, LLC 0.15% Reduce -16.4% 5,182 $1.6M
Theory Financial LLC 0.60% New 5,203 $1.6M
Delta Investment Management, LLC 0.30% Reduce -6.9% 5,171 $1.6M
Quadcap Wealth Management, LLC 0.20% Add +16.9% 5,111 $1.6M
Canal Capital Management, LLC 0.25% Add +74.0% 5,105 $1.6M
Crewe Advisors LLC 0.22% No change 5,102 $1.6M
Wealthgarden F.S. LLC 1.29% Add +2.5% 5,131 $1.6M
Signature Estate & Investment Advisors LLC 0.04% Reduce -2.7% 5,091 $1.6M
Private Client Services, LLC 0.60% Add +11.0% 5,076 $1.5M
Hudson Capital Management LLC 0.45% Reduce -7.4% 5,059 $1.5M
Arcus Capital Partners, LLC 0.67% Reduce -63.4% 5,057 $1.5M
Greenline Partners, LLC 0.21% Add +0.3% 5,049 $1.5M
1832 Asset Management L.P. 0.00% No change 5,035 $1.5M
D L Carlson Investment Group Inc. 0.28% Reduce -0.8% 5,034 $1.5M
Chesapeake Asset Management LLC 1.39% No change 5,028 $1.5M
DeDora Capital, Inc. 0.40% Add +1.6% 5,018 $1.5M
Glaxis Capital Management, LLC 2.04% New 5,000 $1.5M
Argentarii, LLC 0.70% No change 5,000 $1.5M
Nwi Management LP 0.14% No change 5,000 $1.5M
Leigh Baldwin & Co., LLC 1.00% Reduce -26.6% 4,998 $1.5M
ARS Investment Partners, LLC 0.11% Reduce -4.9% 4,979 $1.5M
Schaper Benz & Wise Investment Counsel Inc. 0.12% No change 4,957 $1.5M
Tolleson Wealth Management, Inc. 0.26% No change 4,956 $1.5M
Caxton Corp. 15.32% Add +281.5% 4,952 $1.5M
Empowered Funds, LLC 0.02% Reduce -62.7% 4,952 $1.5M
Cassaday & Co Wealth Management LLC 0.04% Add +1.0% 4,942 $1.5M
SlateStone Wealth, LLC 0.14% Add +0.4% 4,933 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +17.8% 4,932 $1.5M
Autumn Glory Partners, LLC 0.70% Reduce -1.1% 4,923 $1.5M
Summit Financial Wealth Advisors, LLC 0.27% Add +15.4% 4,919 $1.5M
Towerpoint Wealth, LLC 0.66% Reduce -1.2% 4,909 $1.5M
PDS Planning, Inc 0.11% Reduce -9.1% 4,908 $1.5M
Vestmark Advisory Solutions, Inc. 0.02% New 4,905 $1.5M
Holowesko Partners Ltd. 0.56% No change 4,900 $1.5M
Bartlett & Co. Wealth Management LLC 0.02% Add +32.5% 4,893 $1.5M
WealthPlan Investment Management, LLC 0.11% Add +449.9% 4,883 $1.5M
Bedel Financial Consulting, Inc. 0.20% No change 4,859 $1.5M
Weaver Capital Management LLC 0.36% Reduce -8.5% 4,857 $1.5M
Bulltick Wealth Management, LLC 0.36% Add +79.3% 4,850 $1.5M
Acorn Wealth Advisors, LLC 0.55% Add +0.3% 4,831 $1.5M
Bosman Wealth Management, LLC 1.31% Add +19.2% 4,827 $1.5M
Lee Danner & Bass Inc. 0.11% Add +10.7% 4,809 $1.5M
Terra Nova Asset Management LLC 1.02% No change 4,800 $1.5M
Savior LLC 7.89% Add +8.8% 4,781 $1.5M
Upper Left Wealth Management, LLC 0.97% Reduce -14.0% 4,772 $1.5M
Forte Asset Management LLC 0.74% Reduce -14.4% 4,759 $1.5M
Retirement Income Solutions, Inc. 0.27% Reduce -3.3% 4,758 $1.5M
Wedgewood Investors Inc. 1.67% No change 4,750 $1.4M
Eastern Bank 0.03% Add +10.5% 4,743 $1.4M
James Investment Research, Inc. 0.17% Reduce -0.1% 4,741 $1.4M
Allegheny Financial Group 0.32% Add +175.4% 4,734 $1.4M
Johnson Bixby & Associates, LLC 0.20% Reduce -7.3% 4,716 $1.4M
Norman Fields, Gottscho Capital Management, LLC 0.47% Reduce -0.2% 4,704 $1.4M
Interchange Capital Partners, LLC 0.33% No change 4,703 $1.4M
Grandview Asset Management LLC 0.46% Add +0.1% 4,681 $1.4M
L.M. Kohn & Company 0.38% Add +22.8% 4,663 $1.4M
Insight Wealth Partners, LLC 0.78% Add +15.1% 4,638 $1.4M
American Capital Advisory, LLC 0.71% Reduce -10.3% 4,638 $1.4M
Journey Strategic Wealth LLC 0.05% Add +1.1% 4,636 $1.4M
Alteri Wealth LLC 0.55% Reduce -3.8% 4,629 $1.4M
Wealth Quarterback LLC 0.67% Reduce -3.3% 4,628 $1.4M
O'ROURKE & COMPANY, Inc 0.66% Add +12.9% 4,625 $1.4M
Morton Capital Management LLC 0.25% Reduce -8.6% 4,621 $1.4M
Carret Asset Management, LLC 0.15% Add +4.1% 4,613 $1.4M
Wealthstar Advisors, LLC 0.53% No change 4,608 $1.4M
Caitlin John, LLC 1.28% Reduce -17.9% 4,603 $1.4M
Houlihan Financial Resource Group, Ltd. 0.58% No change 4,611 $1.4M
Arrowroot Family Office, LLC 0.63% — 4,584 $1.4M
Arax Advisory Partners 0.06% Add +79.7% 4,583 $1.4M
Fortis Advisors, LLC 0.89% No change 4,579 $1.4M
Principal Financial Group Inc. 0.00% New 4,552 $1.4M
Strategy Asset Managers LLC 0.26% Add +127.7% 4,547 $1.4M
GM Advisory Group, LLC 0.07% Reduce -8.5% 4,526 $1.4M
Ignite Planners, LLC 0.24% Add +15.7% 4,455 $1.4M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -12.1% 4,507 $1.4M
Pandora Wealth, Inc. 0.84% No change 4,500 $1.4M
Moloney Securities Asset Management, LLC 0.17% Add +2.9% 4,498 $1.4M
Tactive Advisors, LLC 0.44% — 4,486 $1.4M
Valley Financial Group, Inc. 0.83% Reduce -1.1% 4,478 $1.4M
International Private Wealth Advisors LLC 1.17% Add +11.3% 4,474 $1.4M
LaSalle St. Investment Advisors, LLC 0.37% Add +0.6% 4,468 $1.4M
SageView Advisory Group, LLC 0.05% Reduce -1.2% 4,448 $1.4M
Harrington Investments, INC 0.72% Add +14.4% 4,456 $1.4M
Agf Management Ltd. 0.01% Reduce -81.3% 4,430 $1.4M
Capstone Wealth Management Group LLC 0.98% Add +7.9% 4,418 $1.3M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +2.7% 4,391 $1.3M
Premier Financial Group 0.37% — 4,338 $1.3M
Strategies Wealth Advisors, LLC 0.15% Reduce -5.8% 4,383 $1.3M
Vantage Financial Partners, LLC 0.31% Add +4.4% 4,364 $1.3M
Colonial Trust Co / SC 0.19% Reduce -6.4% 4,349 $1.3M
Ameraudi Asset Management, Inc. 0.69% Add +2.6% 4,341 $1.3M
Shearwater Capital LLC 0.83% Add +1.2% 4,335 $1.3M
Community Bank, N.A. 0.17% Reduce -2.3% 4,325 $1.3M
Milestones Private Investment Advisors LLC 0.97% — 4,318 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.33% Reduce -4.0% 4,308 $1.3M
Venture Visionary Partners LLC 0.05% Add +5.4% 4,307 $1.3M
Stamos Capital Partners, L.P. 0.24% Add +39.9% 4,306 $1.3M
Capital Advisors Inc. 0.02% Reduce -31.1% 4,298 $1.3M
Kelleher Financial Advisors 0.45% No change 4,297 $1.3M
MMBG Investment Advisors Co. 0.13% Reduce -38.7% 4,295 $1.3M
Stonehaven Wealth & Tax Solutions, LLC 1.28% Reduce -4.0% 4,291 $1.3M
Cascade Financial Partners, LLC 0.16% Add +2.1% 4,291 $1.3M
Alta Wealth Advisors LLC 0.61% Add +10.3% 4,251 $1.3M
Innealta Capital, LLC 0.68% Add +45.5% 4,222 $1.3M
Hodges Capital Management Inc. 0.12% Reduce -34.1% 4,195 $1.3M
Hengehold Capital Management LLC 0.12% Reduce -1.2% 4,189 $1.3M
Romano Brothers and Company 0.16% Add +0.8% 4,157 $1.3M
Buck Wealth Strategies, LLC 0.19% Add +35.3% 4,156 $1.3M
Apexium Financial, LP 0.07% Add +180.6% 4,156 $1.3M
American Trust 0.12% Add +445.7% 4,147 $1.3M
Alterna Wealth Management, Inc. 1.01% Add +205.6% 4,132 $1.3M
Busey Bank 0.04% No change 4,123 $1.3M
Sprott Inc. 0.06% Add +8.1% 4,117 $1.3M
NorthRock Partners, LLC 0.03% Add +18.1% 4,112 $1.3M
Retirement Financial Solutions, LLC 0.44% Reduce -5.2% 4,103 $1.3M
Whalerock Point Partners, LLC 0.28% No change 4,100 $1.2M
Spinnaker Trust 0.07% Add +1.9% 4,084 $1.2M
Stonegate Investment Group, LLC 0.03% No change 4,076 $1.2M
Lion Street Advisors, LLC 0.38% Reduce -3.9% 4,072 $1.2M
Activest Wealth Management 0.30% Reduce -8.5% 4,054 $1.2M
Access Financial Services, Inc. 0.47% Reduce -1.0% 4,049 $1.2M
First City Capital Management, Inc. 0.71% Add +1.1% 4,044 $1.2M
Viawealth, LLC 0.73% Add +91.8% 4,043 $1.2M
Fragasso Financial Advisors Inc 0.08% No change 4,018 $1.2M
Medici Capital LLC 1.39% No change 4,000 $1.2M
Advance Capital Management, Inc. 0.06% Add +8.6% 3,997 $1.2M
Rik Saylor Financial, Inc. 0.94% Reduce -1.2% 3,993 $1.2M
Park Square Financial Group, LLC 0.88% Reduce -19.1% 3,989 $1.2M
Greenleaf Trust 0.01% Reduce -4.6% 3,982 $1.2M
Hilltop National Bank 0.32% — 3,968 $1.2M
Hardin Capital Partners, LLC 0.71% Add +0.1% 3,929 $1.2M
Farmers & Merchants Investments Inc. 0.04% Add +7.9% 3,952 $1.2M
United Advisor Group, LLC 0.21% Add +206.1% 3,943 $1.2M
High Net Worth Advisory Group LLC 0.32% Reduce -36.2% 3,938 $1.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.12% Add +2.6% 3,929 $1.2M
Pacific Sage Partners, LLC 0.24% No change 3,919 $1.2M
626 Financial, LLC 0.56% No change 3,916 $1.2M
Kanawha Capital Management LLC 0.09% Add +6.7% 3,907 $1.2M
Alexander Labrunerie & Co., Inc. 0.49% Add +162.7% 3,891 $1.2M
Foguth Wealth Management, LLC. 0.25% Reduce -6.8% 3,887 $1.2M
Columbia Asset Management 0.23% No change 3,884 $1.2M
Lifestyle Asset Management, Inc. 0.55% New 3,879 $1.2M
Wingate Wealth Advisors, Inc. 1.05% Reduce -4.8% 3,876 $1.2M
Giverny Capital 0.04% Reduce -0.6% 3,876 $1.2M
Ameriflex Group, Inc. 0.62% Reduce -25.5% 3,839 $1.2M
JFS Wealth Advisors, LLC 0.07% Reduce -1.1% 3,862 $1.2M
Schmidt P J Investment Management Inc. 0.20% Reduce -2.5% 3,850 $1.2M
CCG Wealth Management, LLC 0.62% No change 3,850 $1.2M
KFA Private Wealth Group, LLC 0.36% Reduce -1.2% 3,845 $1.2M
Fairfield, Bush & Co. 0.66% Reduce -9.3% 3,836 $1.2M
Destiny Wealth Partners, LLC 0.16% Add +6.1% 3,834 $1.2M
Greenwich Wealth Management LLC 0.06% Reduce -20.8% 3,822 $1.2M
GPS Wealth Strategies Group, LLC 0.13% Add +134.8% 3,820 $1.2M
Inspire Advisors, LLC 0.12% Add +25.9% 3,811 $1.2M
Cinctive Capital Management LP 0.06% Reduce -23.3% 3,798 $1.2M
Glenview Trust Co 0.02% Reduce -0.4% 3,787 $1.2M
Banque Cantonale Vaudoise 0.05% Add +17.8% 3,787 $1.2M
Advisor OS, LLC 0.11% Add +40.2% 3,762 $1.1M
Nicholson Wealth Management Group, LLC 0.71% Add +5.0% 3,755 $1.1M
Horizon Kinetics Asset Management LLC 0.01% Add +0.5% 3,755 $1.1M
Telos Capital Management, Inc. 0.12% Reduce -11.7% 3,751 $1.1M
Obsidian Cio, LLC 0.17% Add +9.4% 3,748 $1.1M
Diligent Investors, LLC 0.27% Add +0.4% 3,744 $1.1M
Chemistry Wealth Management LLC 0.24% Add +4.5% 3,744 $1.1M
Blue Bell Private Wealth Management, LLC 0.19% Add +13.0% 3,739 $1.1M
Bradley & Co. Private Wealth Management, LLC 0.69% No change 3,724 $1.1M
New Wave Wealth Advisors LLC 0.48% Reduce -50.1% 3,706 $1.1M
Parkworth Wealth Management, Inc. 0.81% No change 3,702 $1.1M
Smart Portfolios, LLC 1.14% Reduce -19.8% 3,699 $1.1M
Sweeney & Michel, LLC 0.40% Add +1.0% 3,641 $1.1M
Camden National Bank 0.16% Reduce -2.0% 3,689 $1.1M
Paragon Private Wealth Management, LLC 0.45% Add +47.8% 3,687 $1.1M
LM Advisors LLC 0.14% Add +8.2% 3,676 $1.1M
Pinnacle Bancorp, Inc. 0.35% No change 3,676 $1.1M
Oceanside Advisors LLC 0.75% Add +21.1% 3,671 $1.1M
HBW Advisory Services LLC 0.14% Add +41.6% 4,938 $1.1M
Nilsine Partners, LLC 0.11% Reduce -0.1% 3,659 $1.1M
MBA Advisors LLC 0.51% Reduce -16.1% 3,649 $1.1M
HM Payson & Co. 0.02% Reduce -7.6% 3,645 $1.1M
Corsair Capital Management, L.P. 0.21% No change 3,641 $1.1M
FSM Wealth Advisors, LLC 0.18% New 3,609 $1.1M
Institute for Wealth Management, LLC. 0.12% Add +7.0% 3,631 $1.1M
Astoria Portfolio Advisors LLC. 0.31% Add +262.5% 3,560 $1.1M
Tsfg, LLC 0.20% Add +0.9% 3,623 $1.1M
Cadent Capital Advisors, LLC 0.36% Reduce -51.2% 3,619 $1.1M
Mechanics Bank Trust Department 0.16% Reduce -10.1% 3,617 $1.1M
Gibbs Wealth Management 0.21% Add +134.1% 3,612 $1.1M
Chico Wealth RIA 0.87% No change 3,600 $1.1M
Good Steward Wealth Advisors,LLC 0.86% Reduce -42.6% 3,599 $1.1M
Westshore Wealth, LLC 0.42% Reduce -2.7% 3,580 $1.1M
BSW Wealth Partners 0.15% Reduce -1.0% 3,573 $1.1M
Wolverine Asset Management LLC 0.08% No change 3,570 $1.1M
PYA Waltman Capital, LLC 0.31% No change 3,570 $1.1M
Breed's Hill Capital LLC 0.52% Reduce -17.5% 3,567 $1.1M
Legacy Solutions, LLC 1.04% New 3,565 $1.1M
KMG Fiduciary Partners, LLC 0.08% No change 3,563 $1.1M
Pines Wealth Management, LLC 0.38% Add +55.2% 3,525 $1.1M
Oder Investment Management, LLC 0.82% Reduce -1.0% 3,547 $1.1M
IronOak Wealth LLC. 1.05% — 3,544 $1.1M
Finivi Inc. 0.73% Add +20.4% 3,540 $1.1M
Advisors Capital Management, LLC 0.01% Add +5.1% 3,540 $1.1M
Rossby Financial, LCC 0.40% No change 3,531 $1.1M
Constant Guidance Financial LLC 1.08% New 3,520 $1.1M
Petix & Botte Co 0.26% No change 3,512 $1.1M
Fortress Financial Solutions, LLC 1.34% Reduce -5.8% 3,510 $1.1M
Beaumont Financial Advisors, LLC 0.08% Add +6.5% 3,509 $1.1M
Sax Wealth Advisors, LLC 0.06% Add +9.1% 3,497 $1.1M
Dearborn Partners LLC 0.05% Add +7.7% 3,490 $1.1M
Finer Wealth Management, Inc. 0.57% Reduce -4.6% 3,472 $1.1M
Christensen, King & Associates Investment Services, Inc. 0.48% Reduce -0.9% 3,465 $1.1M
Winmill & Co. Inc. 0.29% No change 3,465 $1.1M
Wimmer Associates 1, LLC 0.54% Add +1.5% 3,458 $1.1M
Brick & Kyle, Associates 0.47% Reduce -5.3% 3,245 $1.1M
Financial Partners Group, Inc 0.15% Add +16.1% 3,450 $1.1M
Venturi Wealth Management, LLC 0.05% Add +94.3% 3,450 $1.1M
Hurley Capital, LLC 0.73% Add +1.6% 3,434 $1.0M
Pallas Capital Advisors LLC 0.04% Reduce -1.2% 3,429 $1.0M
Financial & Tax Architects, LLC 0.25% Add +23.0% 3,428 $1.0M
Reynders McVeigh Capital Management, LLC 0.05% Reduce -2.6% 3,418 $1.0M
Bluespring Wealth Management, LLC 0.10% No change 3,413 $1.0M
Visionary Horizons, LLC 0.66% Reduce -5.3% 3,410 $1.0M
Northwest Financial Advisors 1.45% Reduce -28.9% 3,407 $1.0M
NTV Asset Management LLC 0.12% Add +3.8% 3,397 $1.0M
Octavia Wealth Advisors, LLC 0.12% Add +3.7% 3,396 $1.0M
Winthrop Capital Management, LLC 0.26% Add +30.2% 3,391 $1.0M
Keystone Financial Group 0.09% Add +33.4% 3,389 $1.0M
Diversified Enterprises, LLC 0.08% Add +7.9% 3,387 $1.0M
Appleton Partners Inc. 0.07% Add +18.2% 3,384 $1.0M
Roger Wittlin Investment Advisory, LLC 0.57% Reduce -0.9% 3,381 $1.0M
Columbus Macro, LLC 0.13% Add +4.1% 3,374 $1.0M
Running Point Capital Advisors, LLC 0.28% Add +4.1% 3,373 $1.0M
Regatta Capital Group, LLC 0.18% Add +6.4% 3,371 $1.0M
Sentinel Pension Advisors, LLC 0.17% Reduce -2.9% 3,369 $1.0M
Pacific Center for Financial Services 0.28% Add +2.3% 3,356 $1.0M
First American Trust, FSB 0.08% Reduce -3.5% 3,354 $1.0M
Marshall Investment Management, LLC 4.84% Reduce -90.6% 3,341 $1.0M
Burns J W & Co. Inc. 0.12% Add +7.3% 3,340 $1.0M
Almanack Investment Partners, LLC. 0.16% Reduce -1.4% 3,337 $1.0M
Jmac Enterprises LLC 0.22% Reduce -3.1% 3,329 $1.0M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -2.1% 3,316 $1.0M
Byrne Asset Management LLC 0.78% New 3,314 $1.0M
TCFG Wealth Management, LLC 0.46% Reduce -3.4% 3,311 $1.0M
Legacy Capital Wealth Partners, LLC 0.23% Reduce -0.5% 3,308 $1.0M
Guardian Wealth Advisors, LLC / NC 0.07% Add +4.4% 3,308 $1.0M
Lodestone Wealth Management LLC 0.49% Reduce -1.1% 3,300 $1.0M
Embree Financial Group 0.15% Add +0.6% 3,284 $1.0M
Clark Wealth Partners 0.67% Reduce -76.6% 3,276 $999K
Financial Management Professionals, Inc. 0.11% Add +117.0% 3,268 $996K
Orgel Wealth Management, LLC 0.02% No change 3,264 $995K
Money Concepts Capital Corp. 0.07% Add +17.2% 3,261 $994K
Total Wealth Planning & Management, Inc. 0.86% Reduce -0.1% 3,253 $992K
BLB&B Advisors, LLC 0.05% Add +23.3% 3,236 $986K
RMR Capital Management, LLC 0.70% No change 3,231 $985K
A. D. Beadell Investment Counsel, Inc. 0.75% Reduce -8.1% 3,227 $983K
Owen LaRue, LLC 0.42% Reduce -73.8% 3,224 $983K
1248 Management, LLC 0.36% No change 3,219 $981K
WASHINGTON TRUST Co 0.03% Add +1.1% 3,216 $980K
Mayfair Advisory Group, LLC 0.46% Add +10.0% 3,128 $979K
Berger Financial Group, Inc 0.06% Reduce -14.3% 3,211 $979K
Diversify Wealth Management, LLC 0.06% Add +0.1% 3,170 $977K
Amara Financial, Llc. 0.86% Reduce -2.1% 3,197 $975K
Forvis Mazars Wealth Advisors, LLC 0.02% Add +5.3% 3,188 $972K
WPWealth LLP 0.17% No change 3,179 $969K
Alliance Wealth Advisors, LLC 0.23% Add +8.6% 3,174 $968K
Destiny Capital Corp 0.58% Reduce -0.9% 3,166 $965K
Fifth Third Wealth Advisors LLC 0.04% Add +152.4% 3,165 $965K
Atwater Malick LLC 0.31% No change 3,164 $964K
Waldron Private Wealth LLC 0.04% Add +12.2% 3,149 $960K
First Foundation Advisors 0.04% Reduce -32.0% 3,149 $960K
Strategic Financial Concepts, LLC 0.14% Reduce -67.5% 3,149 $960K
Old Port Advisors 0.26% Reduce -1.4% 3,140 $957K
Legacy Financial Advisors, Inc. 0.15% Add +6.9% 3,137 $956K
Legacy PCG, LLC 0.61% Add +2.0% 3,136 $956K
Cornerstone Advisory, LLC 0.10% Add +20.3% 3,136 $956K
Darwin Wealth Management, LLC 0.33% Add +133.5% 3,134 $955K
Investment Advisory Group, LLC 0.29% Add +0.2% 3,131 $954K
Gryphon Financial Partners LLC 0.12% Reduce -3.7% 3,120 $951K
Copperwynd Financial, LLC 0.24% Reduce -3.3% 3,118 $950K
Capital Advisors Wealth Management, LLC 0.15% Add +60.6% 3,114 $949K
SteelPeak Wealth, LLC 0.04% Reduce -5.8% 3,114 $949K
SkyOak Wealth, LLC 0.19% Reduce -32.1% 3,112 $949K
Hudock, Inc. 0.15% No change 3,101 $945K
Capital Advisors, Ltd. LLC 0.12% Add +1.6% 3,100 $945K
Heritage Investors Management Corp. 0.03% No change 3,100 $945K
Taylor & Morgan Wealth Management, LLC 0.64% Add +8.0% 3,099 $945K
SouthState Bank Corp 0.04% Reduce -5.6% 3,098 $944K
United Community Bank 0.32% Reduce -2.3% 3,098 $944K
BostonPremier Wealth LLC 0.52% Reduce -5.6% 3,096 $944K
GGM Financial LLC 0.55% No change 3,095 $943K
Pettyjohn, Wood & White, Inc. 0.17% Add +4.6% 3,085 $940K
WESCAP Management Group, Inc. 0.21% Add +1.1% 3,076 $938K
Sage Private Wealth Group, LLC 0.60% No change 3,070 $936K
Cypress Capital Group 0.12% Add +12.7% 3,064 $934K
Timber Creek Capital Management LLC 0.24% No change 3,000 $933K
BridgePort Financial Solutions, LLC 0.31% Add +28.4% 3,062 $933K
Members Trust Co 0.03% Reduce -7.3% 3,057 $932K
Azimuth Capital Investment Management LLC 0.03% Add +55.3% 3,043 $928K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -18.7% 3,061 $927K
Mirador Capital Partners LP 0.15% Reduce -35.5% 3,037 $926K
Formidable Asset Management, LLC 0.15% No change 3,212 $926K
Gratus Wealth Advisors, LLC 0.14% No change 3,020 $921K
Strategic Wealth Investment Group, LLC 1.33% Add +0.8% 3,018 $920K
Cambridge Advisors Inc. 0.19% Reduce -1.7% 3,015 $919K
Alternative Investment Advisors, LLC. 0.46% Add +17.1% 3,014 $919K
Flaharty Asset Management, LLC 0.13% Reduce -0.1% 3,003 $915K
Townsquare Capital LLC 0.09% Reduce -93.2% 3,001 $915K
Wilmar Advisors LLC 0.88% Reduce -25.0% 3,000 $914K
IvyRock Asset Management (HK) Ltd 0.42% Add +11.1% 3,000 $914K
RBF Capital, LLC 0.05% No change 3,000 $914K
LGL Partners, LLC 0.41% No change 2,920 $914K
OneAscent Wealth Management LLC 0.34% Reduce -32.6% 2,997 $914K
Orleans Capital Management Corp. 0.48% No change 2,970 $905K
MSH Capital Advisors LLC 0.26% Reduce -6.8% 2,964 $904K
Future You Wealth LLC 0.49% Reduce -2.5% 2,961 $903K
GW Henssler & Associates Ltd. 0.05% Add +0.3% 2,952 $900K
Clay Northam Wealth Management, LLC 0.57% Add +7.3% 2,948 $899K
Mezzasalma Advisors, LLC 0.27% Add +0.5% 2,939 $896K
Beaird Harris Wealth Management, LLC 0.07% Add +15.7% 2,938 $896K
Oxford Financial Group, LTD. LLC 0.05% Add +8.4% 2,934 $894K
Archer Investment Corp 0.21% No change 2,933 $894K
First Commonwealth Financial Corp 0.19% Reduce -28.9% 2,932 $894K
One Charles Private Wealth Services, LLC 0.25% Add +44.4% 2,925 $892K
Rakuten Securities, Inc. 0.35% Reduce -83.0% 2,921 $890K
Hantz Financial Services, Inc. 0.01% Add +7.7% 2,921 $890K
Dunhill Financial, LLC 0.26% Add +17.4% 2,918 $889K
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -2.0% 2,915 $889K
Wilkinson Global Asset Management LLC 0.06% Reduce -2.8% 2,915 $889K
Tranquilli Financial Advisor LLC 0.55% Add +130.7% 2,902 $885K
Kessler Investment Group, LLC 0.36% Reduce -2.3% 2,898 $884K
Jacobsen Capital Management 0.33% No change 2,898 $883K
Henrickson Nauta Wealth Advisors, Inc. 0.31% Add +7.6% 2,893 $882K
N.E.W. Advisory Services LLC 0.09% Add +0.9% 2,891 $881K
Lam Group, Inc. 0.59% Add +4.0% 2,890 $881K
Azzad Asset Management Inc. 0.09% Reduce -4.8% 2,887 $880K
Marino, Stram & Associates LLC 0.18% No change 2,886 $880K
Welch & Forbes LLC 0.01% Add +3.6% 2,882 $879K
Indie Asset Partners, LLC 1.60% No change 2,879 $878K
M. Kraus & Co 0.26% Add +3.6% 2,865 $873K
Invst, LLC 0.11% Reduce -1.0% 2,858 $871K
HHM Wealth Advisors, LLC 0.10% Add +3.3% 2,852 $869K
CIBC Asset Management Inc 0.00% Reduce -1.4% 2,844 $867K
United Bank 0.33% No change 2,841 $866K
Independence Financial Advisors, LLC 0.34% Add +4.5% 2,828 $862K
Hartford Financial Management Inc. 0.23% No change 2,805 $855K
Granite FO LLC 0.48% No change 2,800 $854K
Hillcrest Wealth Advisors - NY, LLC 0.40% No change 2,800 $854K
Xcel Wealth Management, LLC 0.25% No change 2,800 $854K
Breakwater Investment Management 0.33% Add +12.1% 2,790 $850K
Lanham O'Dell & Company, Inc. 0.36% Reduce -15.4% 2,786 $849K
Reliant Investment Partners, LLC 0.74% Add +2.3% 2,783 $848K
Swisher Financial Concepts, Inc. 0.55% Reduce -5.0% 2,770 $844K
Rosenberg Matthew Hamilton 0.20% Reduce -14.7% 2,763 $842K
Towne Trust Company, N.A 0.29% No change 2,759 $841K
Lanark Financial, Inc. 0.07% Reduce -1.3% 2,761 $841K
WT Wealth Management 0.25% Add +5.4% 2,758 $841K
Trifecta Capital Advisors, LLC 0.14% Add +1000.8% 2,752 $839K
Piedmont Capital Management, LLC 0.48% Add +1.2% 2,748 $838K
MADDEN SECURITIES Corp 0.29% Reduce -0.4% 2,747 $837K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% No change 2,742 $836K
Maripau Wealth Management LLC 0.42% Add +12.8% 2,740 $835K
Hyperion Capital Advisors LP 0.52% No change 2,738 $835K
Sand Hill Global Advisors, LLC 0.03% Reduce -4.5% 2,738 $835K
First Bancorp, Inc 0.48% Add +4.8% 2,735 $834K
Commonwealth Financial Services, LLC 0.16% Add +0.9% 2,735 $834K
Kohmann Bosshard Financial Services, LLC 0.09% Add +6.8% 2,734 $833K
Woodward Diversified Capital, LLC 0.42% Add +0.2% 2,732 $833K
Hamilton Point Investment Advisors, LLC 0.14% Add +0.3% 2,724 $830K
Alpha Cubed Investments, LLC 0.03% Add +5.7% 2,722 $830K
Principle Wealth Partners LLC 0.05% Add +3.9% 2,720 $829K
ZWJ Investment Counsel Inc. 0.03% Add +53.3% 2,718 $829K
Vertex Planning Partners, LLC 0.17% Reduce -6.6% 2,711 $826K
Teachers Insurance & Annuity Association of America 1.03% Reduce -1.6% 2,707 $825K
JB Capital LLC 0.04% Reduce -4.6% 2,702 $824K
Single Point Partners, LLC 0.18% No change 2,700 $823K
Ameliora Wealth Management Ltd. 0.29% Add +48.2% 2,694 $821K
Howe & Rusling Inc. 0.06% Add +21.6% 2,691 $820K
Heritage Investment Group, Inc. 0.14% No change 2,681 $817K
Lazari Capital Management, Inc. 0.31% Add +1.1% 2,675 $815K
Guidance Capital, Inc. 0.23% Reduce -12.0% 2,637 $815K
Bensler, LLC 0.09% Add +13.3% 2,666 $813K
Park National Corp. 0.03% Reduce -3.7% 2,661 $811K
Tidemark, LLC 0.26% Add +7.7% 2,659 $810K
Novus Advisors, LLC 1.23% Reduce -22.3% 2,654 $809K
Nalls Sherbakoff Group, LLC 0.59% No change 2,649 $807K
Fiduciary Alliance LLC 0.06% Reduce -11.3% 2,649 $807K
Aspiriant, LLC 0.03% Reduce -34.2% 2,649 $807K
Allen Capital Group, LLC 0.08% Add +1.9% 2,645 $806K
Miramar Capital, LLC 0.19% No change 2,640 $805K
Thompson Davis & Co., Inc. 0.55% Reduce -5.4% 2,637 $804K
Dorsey & Whitney Trust CO LLC 0.04% Add +75.2% 2,637 $804K
DBK Financial Counsel, LLC 0.72% Reduce -3.8% 2,626 $800K
Claro Advisors Inc. 0.13% Reduce -22.0% 2,626 $800K
Waterloo Capital, L.P. 0.06% Reduce -30.7% 2,621 $799K
Cooper Financial Group 0.09% Reduce -3.4% 2,619 $798K
M Wealth Management, LLC 0.74% No change 2,618 $798K
Clearbridge Investments, LLC 0.00% Reduce -3.7% 2,616 $797K
Palisade Capital Management, LP 0.03% New 2,610 $796K
Baker Avenue Asset Management, LP 0.02% Add +26.7% 2,609 $795K
SOL Capital Management CO 0.08% Reduce -13.3% 2,600 $793K
CX Institutional 0.03% Add +35.1% 2,601 $793K
Drake & Associates, LLC 0.19% Reduce -92.6% 2,600 $793K
IMS Capital Management 0.37% No change 2,597 $792K
Sonora Investment Management Group, LLC 0.06% Add +1.0% 2,588 $789K
Paragon Financial Partners, Inc. 0.54% Add +1.2% 2,576 $785K
Advisory Alpha, LLC 0.02% Add +12.6% 2,572 $784K
Tradition Wealth Management, LLC 0.06% Reduce -20.6% 2,570 $783K
Frontier Asset Management, LLC 0.21% No change 2,567 $782K
Archford Capital Strategies, LLC 0.10% Reduce -0.3% 2,564 $782K
NBW Capital LLC 0.17% Reduce -13.1% 2,559 $780K
WealthPLAN Partners, LLC 0.13% Reduce -13.4% 2,558 $780K
Global Financial Private Client, LLC 0.29% Add +5.5% 2,555 $779K
Meridian Wealth Partners, LLC 0.11% No change 2,552 $778K
SAM Advisors, LLC 0.27% No change 2,548 $777K
Global View Capital Management LLC 0.25% Reduce -0.6% 2,541 $775K
Family Manage LLC 0.12% Reduce -6.2% 2,524 $769K
CWS Financial Advisors, LLC 0.22% Add +4.3% 2,523 $769K
Frederick Financial Consultants, LLC 0.48% Reduce -3.8% 2,518 $768K
Wealthspan Partners, LLC 0.32% Reduce -7.4% 2,518 $768K
Forza Wealth Management, LLC 0.31% No change 2,510 $765K
Garden State Investment Advisory Services LLC 0.21% Add +8.8% 2,509 $765K
Smith & Howard Wealth Management, LLC 0.19% No change 2,505 $764K
Wealth Advisors of Iowa, LLC 0.29% Add +118.7% 2,504 $763K
Fractal Investments LLC 0.11% No change 2,500 $762K
Accelerate Investment Advisors LLC 0.56% Reduce -5.2% 2,484 $757K
Brighton Securities Corp. 0.41% New 2,477 $755K
Finward Bancorp 0.60% Reduce -8.8% 2,473 $754K
Outlook Wealth Advisors, LLC 0.19% Add +1.9% 2,472 $754K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 2,468 $752K
Thomasville National Bank 0.05% Add +1.4% 2,457 $749K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -34.0% 2,455 $748K
Luts & Greenleigh Group, Inc. 0.72% Reduce -47.3% 2,454 $748K
ProVise Management Group, LLC 0.06% Add +9.9% 2,452 $747K
Pavion Blue Capital, LLC 0.33% No change 2,448 $746K
Vanguard Group Inc. 0.00% No change 2,439 $743K
City National Bank of Florida 0.54% No change 2,438 $743K
Cutler Investment Counsel LLC 0.08% Add +3.4% 2,435 $742K
Tme Financial, Inc. 0.60% Reduce -1.3% 2,435 $742K
MTM Investment Management, LLC 0.25% No change 2,424 $739K
Channel Wealth LLC 0.21% Reduce -2.0% 2,421 $738K
Nemes Rush Group LLC 0.08% Add +0.5% 2,419 $737K
Davis Investment Partners, LLC 0.26% No change 2,392 $736K
Chesapeake Wealth Management 0.24% No change 2,403 $733K
Tennessee Valley Asset Management Partners 0.19% Add +3.3% 2,399 $731K
MBE Wealth Management, LLC 0.32% Add +0.9% 2,396 $730K
Twin Lakes Capital Management, LLC 0.44% No change 2,390 $729K
Fulton Breakefield Broenniman LLC 0.05% Add +1.3% 2,381 $726K
Manchester Financial Inc. 0.15% Add +6.1% 2,376 $724K
Bourne Lent Asset Management Inc. 0.28% No change 2,375 $724K
Patton Fund Management, Inc. 0.16% Reduce -23.5% 2,374 $724K
Winch Advisory Services, LLC 0.18% Reduce -2.1% 2,373 $723K
Howard Financial Services, LTD. 0.09% Reduce -10.2% 2,366 $721K
Beacon Investment Advisory Services, Inc. 0.03% Add +2.5% 2,365 $721K
V. M. Manning & Co., Inc. 0.80% — 2,269 $720K
Gateway Wealth Partners, LLC 0.14% Add +48.2% 2,349 $716K
Robinswood Financial LLC 0.25% Reduce -8.9% 2,348 $716K
Integrity Financial Corp 0.36% Add +30.6% 2,346 $715K
Strategic Advocates LLC 0.21% Add +60.7% 2,346 $715K
New Century Financial Group, LLC 0.84% Reduce -5.3% 2,345 $715K
Quadrant Capital Group LLC 0.03% No change 2,342 $714K
Safe Harbor Fiduciary, LLC 0.67% Reduce -26.9% 2,339 $713K
Range Financial Group LLC 0.28% Add +8.1% 2,322 $708K
Rinkey Investments 0.21% No change 2,317 $706K
Hazlett, Burt & Watson, Inc. 0.29% Reduce -0.8% 2,306 $706K
LRI Investments, LLC 0.06% No change 2,315 $706K
Patron Partners, LLC 0.35% Add +0.2% 2,312 $705K
Windsor Capital Management, LLC 0.21% No change 2,312 $705K
Swan Global Investments, LLC 0.03% Reduce -39.2% 2,310 $704K
MTM Financial Group, LLC 0.38% Add +0.7% 2,309 $704K
Legacy Capital Group California, Inc. 0.19% Add +9.0% 2,308 $704K
Traynor Capital Management, Inc. 0.05% Add +11.0% 2,282 $702K
Bienville Capital Management, LLC 0.14% No change 2,302 $702K
Provenance Wealth Advisors, LLC 0.10% No change 2,294 $699K
Heritage Trust Co 0.08% Reduce -0.8% 2,292 $699K
Highview Capital Management LLC 0.27% Reduce -87.5% 2,290 $698K
Vaughan David Investments LLC 0.02% No change 2,290 $698K
Financial Sense Advisors, Inc. 0.17% Reduce -66.3% 2,289 $698K
180 Wealth Advisors, LLC 0.10% Add +0.3% 2,286 $697K
Cascades Capital Asset Management, LLC 0.36% Add +5.8% 2,285 $697K
Penobscot Investment Management Company, Inc. 0.06% No change 2,283 $696K
Apriem Advisors 0.07% Add +7.3% 2,272 $693K
Richmond Investment Services, LLC 0.15% Add +177.9% 2,268 $691K
Country Club Bank 0.04% Reduce -12.6% 2,291 $690K
Post Resch Tallon Group Inc. 0.67% Add +3.4% 2,257 $688K
Intellus Advisors LLC 0.10% No change 2,254 $687K
Ledyard National Bank 0.06% Reduce -0.2% 2,241 $683K
Iron Gate Global Advisors LLC 0.08% Reduce -9.3% 2,230 $680K
Dover Advisors, LLC 0.30% Add +9.6% 2,229 $679K
jvl associates llc 0.24% No change 2,219 $676K
Winthrop Advisory Group LLC 0.07% Add +0.1% 2,218 $676K
Aviance Capital Partners, LLC 0.09% No change 2,213 $675K
Crowley Wealth Management, Inc. 0.61% Add +1.4% 2,210 $674K
Bridgewealth Advisory Group, LLC 0.17% Add +92.8% 2,207 $673K
Trustmark Bank Trust Department 0.05% Reduce -14.1% 2,204 $672K
CVA Family Office, LLC 0.09% No change 2,201 $671K
Private Management Group Inc. 0.02% Add +190.8% 2,201 $671K
Richardson Financial Services Inc. 0.45% Add +6.1% 2,182 $671K
Crane Advisory, LLC 0.11% No change 2,170 $671K
Crux Wealth Advisors 0.29% Add +14.2% 2,200 $671K
Cambridge Associates LLC /Ma/ 0.01% No change 2,196 $669K
Stelac Advisory Services LLC 0.25% Add +56.5% 2,192 $668K
Jackson Hole Capital Partners, LLC 0.12% No change 2,192 $668K
JMG Financial Group, Ltd. 0.02% Reduce -28.2% 2,192 $668K
Ritter Daniher Financial Advisory LLC / DE 0.16% No change 2,182 $665K
Smithfield Trust Co 0.03% No change 2,170 $662K
Keudell/Morrison Wealth Management 0.15% Reduce -4.7% 2,170 $661K
Barnes Wealth Management Group, Inc 0.39% Reduce -6.9% 2,169 $661K
Rothschild Investment LLC 0.04% Add +9.1% 2,168 $661K
Well Done, LLC 0.12% Add +2.2% 2,165 $660K
Allen Mooney & Barnes Investment Advisors LLC 0.11% No change 2,159 $658K
Peoples Bank 0.44% Add +15.2% 2,158 $658K
Hohimer Wealth Management, LLC 0.12% Add +4.9% 2,157 $658K
Wellington Capital Management, Inc. 0.98% — 2,155 $657K
Bearing Point Capital, LLC 0.12% No change 2,155 $657K
Prosperity Financial Group, Inc. 0.28% Reduce -0.2% 2,154 $657K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -0.6% 2,154 $657K
BlueSky Wealth Advisors, LLC 0.10% No change 2,148 $655K
ARK & TLK Investments, LLC 0.21% No change 2,143 $653K
Tectonic Advisors LLC 0.04% Add +3.9% 2,142 $653K
Driehaus Capital Management LLC 0.01% Add +5.9% 2,142 $653K
Albion Financial Group 0.04% No change 2,140 $652K
Angeles Wealth Management, LLC 0.04% Add +30.5% 2,140 $652K
Alkeme Wealth, LLC 0.29% No change 2,135 $651K
Arcataur Capital Management LLC 0.20% No change 2,135 $651K
Chatham Capital Group, Inc. 0.10% No change 2,135 $651K
Wolff Financial Management LLC 0.17% Add +2.4% 2,133 $650K
LifeGuide Financial Advisors, LLC 0.24% Add +5.2% 2,127 $648K
Lafayette Investments, Inc. 0.13% No change 2,121 $647K
Eagle Rock Investment Company, LLC 0.10% Add +115.2% 2,120 $646K
Avenir Corp. 0.07% No change 2,114 $644K
Harbour Investment Management LLC 0.28% No change 2,107 $642K
Rockingstone Advisors LLC 0.34% No change 2,103 $641K
Sage Mountain Advisors LLC 0.04% No change 2,101 $640K
Silvia McColl Wealth Management, LLC 0.46% No change 2,097 $639K
TCI Wealth Advisors, Inc. 0.04% Add +2.4% 2,093 $638K
Cornerstone Wealth Group, LLC 0.05% Reduce -1.6% 2,092 $638K
Beacon Capital Management, LLC 0.09% Add +81.2% 2,091 $637K
Capital Advantage, Inc. 0.10% No change 2,088 $636K
Steel Grove Capital Advisors, LLC 0.08% Reduce -0.4% 2,082 $635K
Alhambra Investment Management LLC 0.31% Reduce -7.1% 2,081 $634K
American Asset Management Inc. 0.58% Reduce -1.4% 2,077 $633K
Tarbox Family Office, Inc. 0.10% Add +1.4% 2,074 $632K
Prism Advisors, Inc. 0.18% No change 2,071 $631K
Potentia Wealth 0.36% Add +0.8% 2,068 $630K
First Financial Bank - Trust Division 0.06% Add +18.0% 2,066 $630K
Capital Insight Partners, LLC 0.11% Add +8.8% 2,061 $628K
Edge Wealth Management LLC 0.12% Add +18.8% 2,057 $627K
Quadrant Private Wealth Management, LLC 0.13% Add +4.0% 2,048 $624K
Graypoint LLC 0.04% No change 2,047 $624K
Capital Management Associates, Inc 0.20% Reduce -8.5% 2,045 $623K
Litman Gregory Wealth Management LLC 0.05% Add +0.2% 2,042 $622K
Clark Asset Management, LLC 0.08% Reduce -12.4% 2,040 $622K
L. Roy Papp & Associates, LLP 0.07% No change 2,038 $621K
Wernau Asset Management Inc. 0.70% Reduce -0.4% 2,037 $621K
Adirondack Trust Co. 0.22% Add +50.9% 2,031 $619K
Panoramic Investment Advisors, LLC 0.38% Add +33.5% 2,030 $619K
Sunbelt Securities, Inc. 0.05% Reduce -24.3% 2,552 $618K
One Day In July LLC 0.06% Add +47.5% 2,025 $617K
Compass Wealth Management LLC 0.15% Add +69.2% 2,018 $615K
Aviva PLC 0.00% Reduce -54.3% 2,017 $615K
Caldwell Trust Co 0.06% No change 2,013 $614K
Covestor Ltd 0.36% Add +602.8% 2,010 $613K
Q3 Asset Management 0.22% Reduce -31.3% 2,012 $613K
Integrity Wealth Advisors, Inc. 0.43% Reduce -10.2% 2,006 $611K
Founders Financial Alliance, LLC 0.14% Reduce -16.5% 2,001 $610K
Chemung Canal Trust Co. 0.13% No change 2,000 $610K
Navellier & Associates Inc. 0.08% No change 2,000 $610K
Invesco Ltd. 0.00% Reduce -97.8% 2,000 $610K
Annex Advisory Services, LLC 0.01% Add +16.0% 1,996 $608K
Van Cleef Asset Management,Inc 0.07% Reduce -16.7% 1,993 $608K
Tucker Asset Management LLC 0.19% Reduce -24.8% 1,991 $607K
4J Wealth Management LLC 0.41% Reduce -1.2% 1,990 $607K
First Heartland Consultants, Inc. 0.05% Add +11.9% 1,987 $606K
All Terrain Financial Advisors, LLC 0.22% Reduce -0.1% 1,985 $605K
Blume Capital Management, Inc. 0.12% Add +5.3% 1,980 $604K
First Trust Advisors LP 0.00% Add +33.3% 1,979 $603K
Nova Wealth Management, Inc. 0.44% Add +8.9% 1,978 $603K
Tiaa Trust, National Association 0.00% Add +46.8% 1,972 $601K
Meritage Portfolio Management 0.04% No change 1,970 $601K
Essex Bank 0.14% No change 1,969 $600K
Atlas Brown,Inc. 0.19% Add +0.6% 1,965 $599K
Mather Group, Llc. 0.01% Add +1.8% 1,946 $593K
NCM Capital Management, LLC 0.24% Reduce -1.3% 1,945 $593K
Empirical Finance, LLC 0.03% No change 1,945 $593K
Davidson Investment Advisors 0.03% No change 1,945 $593K
Purus Wealth Management, LLC 0.21% No change 1,943 $592K
Arbor Investment Advisors, LLC 0.08% No change 1,941 $592K
Auxano Advisors, LLC 0.14% No change 1,940 $591K
Cidel Asset Management Inc. 0.04% Add +0.3% 1,939 $591K
KG Capital Management 0.17% Reduce -5.6% 1,938 $591K
Jackson, Grant Investment Advisers, Inc. 0.22% Add +6.3% 1,937 $590K
Guyasuta Investment Advisors Inc. 0.04% No change 1,936 $590K
Farmers National Bank 0.16% Reduce -1.7% 1,933 $589K
Provident Wealth Management, LLC 0.19% Reduce -0.3% 1,930 $588K
Element Wealth, LLC 0.27% No change 1,927 $588K
RB Capital Management, LLC 0.14% Add +8.6% 1,925 $587K
Mascagni Wealth Management, Inc. 0.50% Reduce -1.4% 1,924 $586K
MKT Advisors LLC 0.23% No change 1,906 $586K
Capital City Trust Co. 0.15% No change 1,919 $585K
Baron Silver Stevens Financial Advisors, LLC 0.09% Add +0.5% 1,919 $585K
Salem Investment Counselors Inc. 0.02% Add +154.4% 1,916 $584K
Novem Group 0.07% Reduce -5.7% 1,911 $583K
GQG Partners LLC 0.00% New 1,908 $582K
West Paces Advisors Inc. 0.12% Reduce -6.6% 1,898 $579K
First Pacific Financial 0.09% Reduce -2.2% 1,895 $578K
CLG LLC 0.18% Reduce -1.1% 1,893 $577K
Guardian Asset Advisors, LLC 0.33% Add +2.9% 1,891 $576K
Sollinda Capital Management LLC 0.15% New 1,890 $576K
Linscomb Wealth, Inc. 0.03% Add +28.2% 1,884 $574K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +2.1% 1,880 $573K
Titleist Asset Management, LLC 0.06% Add +4.9% 1,878 $572K
Eagle Capital Management, LLC 0.25% No change 1,872 $571K
Colton Groome Financial Advisors, LLC 0.19% No change 1,872 $571K
Darden Wealth Group Inc 0.35% Add +62.5% 1,867 $569K
Mid-American Wealth Advisory Group, Inc. 0.27% Reduce -0.3% 1,866 $569K
Sage Rhino Capital LLC 0.12% No change 1,860 $567K
First United Bank & Trust 0.20% Add +31.5% 1,858 $566K
Essex LLC 0.11% No change 1,851 $564K
Dynamic Financial Group 0.54% No change 1,848 $563K
Medallion Wealth Advisors, LLC 0.22% Add +20.2% 1,834 $563K
Sagespring Wealth Partners, LLC 0.01% Reduce -9.2% 1,835 $559K
Chilton Capital Management LLC 0.02% No change 1,835 $559K
Atlas Capital Advisors Inc. 0.07% No change 1,833 $559K
New Republic Capital, LLC 0.20% Add +10.6% 1,832 $558K
Bull Street Advisors, LLC 0.27% No change 1,827 $557K
Diamant Asset Management, Inc. 0.42% No change 1,825 $556K
Clarus Group, Inc. 0.20% No change 1,825 $556K
AIFG Consultants Ltd. 1.08% Reduce -19.2% 1,824 $556K
Wealth Management Partners, LLC 0.20% Reduce -0.1% 1,802 $554K
Stephens Consulting, LLC 0.13% No change 1,808 $551K
Wescott Financial Advisory Group, LLC 0.05% Add +44.6% 1,806 $551K
Fsa Wealth Partners, Inc. 0.27% Reduce -10.7% 1,806 $551K
Symmetry Partners, LLC 0.07% Add +4.1% 1,805 $550K
Madden Advisory Services, Inc. 0.23% Reduce -4.3% 1,799 $548K
OneAscent Family Office, LLC 0.52% Add +30.0% 1,798 $548K
Aire Advisors, LLC 0.11% Add +5.9% 1,794 $547K
Davis R M Inc. 0.01% Reduce -0.2% 1,794 $547K
Safeguard Investment Advisory Group, LLC 0.14% Reduce -5.5% 1,792 $546K
Tobias Financial Advisors, Inc. 0.09% Reduce -5.7% 1,791 $546K
Klingman & Associates, LLC 0.03% Add +2.8% 1,791 $546K
LMR Partners LLP 0.01% No change 1,790 $546K
Defined Financial Planning LLC 0.48% Reduce -54.7% 1,778 $545K
Investment Partners Asset Management, Inc. 0.38% Reduce -14.4% 1,780 $543K
Opal Wealth Advisors, LLC 0.15% Add +310.9% 1,779 $542K
Summit Wealth Partners, LLC 0.10% Add +75.3% 1,778 $542K
Cardinal Point Capital Management ULC 0.04% No change 1,778 $542K
Smartleaf Asset Management LLC 0.05% Add +3.4% 1,798 $542K
Lockerman Financial Group, Inc. 0.73% Add +18.9% 1,771 $540K
Cloud Capital Management, LLC 0.34% Add +16.1% 1,734 $539K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.19% Add +19.2% 1,782 $536K
Arrow Financial Corp 0.06% Reduce -2.5% 1,757 $536K
Kane Investment Management, Inc. 0.28% Add +15.9% 1,759 $535K
Riverstone Advisors, LLC 0.29% Add +16.1% 1,756 $535K
First National Bank Sioux Falls 0.20% No change 1,755 $535K
Main Street Group, LTD 0.19% Reduce -46.6% 1,754 $535K
Asset Dedication, LLC 0.04% No change 1,753 $534K
Navis Wealth Advisors, LLC 0.45% Reduce -4.2% 1,752 $534K
JBR Co Financial Management Inc 0.26% Add +0.5% 1,749 $533K
Duncker Streett & Co. Inc. 0.10% No change 1,746 $532K
Vienna Asset Management LLC 0.37% New 1,742 $531K
Courage Miller Partners, LLC 0.17% Reduce -1.9% 1,742 $531K
James J. Burns & Company, LLC 0.09% Reduce -12.5% 1,742 $531K
Stratos Investment Management, LLC 0.02% Reduce -2.6% 1,740 $530K
Cahaba Wealth Management, Inc. 0.04% Reduce -6.3% 1,738 $530K
Drive Wealth Management, LLC 0.12% Add +65.0% 1,738 $530K
WESPAC Advisors, LLC 0.37% Reduce -51.5% 1,733 $528K
Diversified Trust Co. 0.01% Reduce -60.0% 1,733 $528K
VSM Wealth Advisory, LLC 0.17% No change 1,732 $528K
Fortress Financial Group, LLC 0.45% Reduce -1.6% 1,726 $526K
Cypress Capital, LLC 0.15% No change 1,725 $526K
Williams & Novak, LLC 0.45% Reduce -2.8% 1,724 $526K
Roman Butler Fullerton & Co. 0.15% Reduce -9.8% 1,708 $525K
Triad Wealth Partners, LLC 0.11% New 1,719 $524K
VestGen Investment Management 0.38% Reduce -13.4% 1,716 $523K
Barlow Wealth Partners, LLC 0.06% Add +0.5% 1,683 $520K
Artemis Wealth Advisors, LLC 0.08% No change 1,706 $520K
Hendershot Investments Inc. 0.07% No change 1,705 $520K
German American Bancorp, Inc. 0.05% No change 1,697 $517K
Financial Designs Corp 0.32% New 1,695 $517K
Goepper Burkhardt LLC 0.19% Add +3.4% 1,695 $517K
Foster Group, Inc. 0.02% Reduce -0.8% 1,694 $516K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -22.9% 1,692 $516K
Joseph P. Lucia & Associates, LLC 0.21% Add +8.5% 1,689 $515K
Aspen Wealth Management LLC 0.13% Add +67.0% 1,688 $515K
Quotient Wealth Partners, LLC 0.02% Add +103.6% 1,686 $514K
First National Bank of Hutchinson 0.32% No change 1,685 $514K
Tanager Wealth Management LLP 0.06% Reduce -6.5% 1,685 $514K
Successful Portfolios LLC 0.32% Add +3.1% 1,684 $513K
Bell Bank 0.02% No change 1,681 $512K
UMB Bank, n.a. 0.01% No change 1,679 $512K
Manhattan West Asset Management, LLC 0.12% Reduce -3.0% 1,678 $512K
Castleview Partners, LLC 0.33% Reduce -36.6% 1,676 $511K
Quantum Portfolio Management LLC 0.24% No change 1,675 $511K
Grantvest Financial Group LLC 0.38% Add +2.0% 1,674 $510K
Greenwood Capital Associates LLC 0.06% Add +1.3% 1,674 $510K
IAM Advisory, LLC 0.12% Reduce -1.2% 1,666 $508K
Wealth Preservation Advisors, LLC 0.31% No change 1,665 $508K
Paragon Capital Management Ltd 0.09% Add +44.1% 1,664 $507K
Alpha Omega Wealth Management LLC 0.09% Reduce -5.7% 1,658 $505K
Cavalier Investments, LLC 0.15% No change 1,656 $505K
Nicollet Investment Management, Inc. 0.17% No change 1,650 $503K
Alesco Advisors, LLC, An ESL Co 0.01% Add +8.2% 1,650 $503K
Avondale Wealth Management 0.28% Reduce -4.6% 1,647 $502K
Wilkins Miller Wealth Management, LLC 0.34% New 1,645 $501K
Burford Brothers, Inc. 0.23% Reduce -32.5% 1,644 $501K
Freedom Financial Partners LLC 0.21% No change 1,641 $500K
CFO4Life Group, LLC 0.08% Add +2.3% 1,638 $499K
Spectrum Wealth Advisory Group, LLC 0.23% No change 1,633 $498K
Biltmore Family Office, LLC 0.08% Add +4.5% 1,633 $498K
Legacy Trust 0.12% No change 1,631 $497K
KPP Advisory Services LLC 0.08% Add +0.3% 1,630 $497K
Family Office Research LLC 0.23% No change 1,629 $497K
Main Line Retirement Advisors, LLC 0.28% No change 1,625 $495K
SYM FINANCIAL Corp 0.06% Reduce -5.8% 1,625 $495K
NFSG Corp 0.08% Add +8.9% 1,625 $495K
Blue Oak Capital, LLC 0.26% New 1,624 $495K
Gradient Investments LLC 0.01% Add +51.2% 1,622 $494K
Lesa Sroufe & Co 0.45% No change 1,620 $494K
Brogan Financial, Inc. 0.22% Reduce -11.0% 1,619 $494K
Alpha Wealth Funds, LLC 0.46% Reduce -7.3% 1,615 $492K
Connable Office Inc. 0.05% No change 1,611 $491K
Altiora Financial Group, LLC 0.10% Reduce -59.6% 1,610 $491K
Fullcircle Wealth LLC 0.18% No change 1,576 $490K
Chelsea Counsel Co. 0.24% No change 1,600 $488K
Polymer Capital Management (US) LLC 0.08% New 1,600 $488K
Cantor Fitzgerald Investment Advisors L.P. 0.03% No change 1,600 $488K
Haverford Trust Co 0.00% Reduce -55.6% 1,600 $488K
Avestar Capital, LLC 0.04% No change 1,598 $487K
Bigelow Investment Advisors, LLC 0.21% No change 1,595 $486K
Curio Wealth, LLC 0.21% Add +26400.0% 1,590 $485K
Cornerstone Capital, Inc. 0.05% No change 1,590 $485K
Coppell Advisory Solutions LLC 0.06% Reduce -12.6% 1,609 $485K
Fortitude Advisory Group L.L.C. 0.28% Add +5.0% 1,588 $484K
Saxon Interests, Inc. 0.23% No change 1,677 $483K
Knuff & Co LLC 0.15% Add +18.7% 1,585 $483K
Human Investing LLC 0.08% Add +2.1% 1,582 $482K
Wealth Alliance Advisory Group, LLC 0.09% Add +12.8% 1,581 $482K
TFG Advisers LLC 0.16% Add +6.1% 1,578 $481K
MeadowBrook Investment Advisors LLC 0.44% No change 1,578 $481K
Dynamic Technology Lab Private Ltd 0.07% Reduce -36.1% 1,575 $480K
Wick Capital Partners, LLC 0.12% Reduce -73.5% 416 $480K
PBMares Wealth Management LLC 0.09% Add +10.8% 1,574 $480K
Cadence Bank 0.03% Reduce -6.8% 1,573 $479K
Durante & Waters, LLC 0.38% No change 1,570 $479K
Paladin Advisory Group, LLC 0.36% No change 1,565 $477K
DF Dent & Co. Inc. 0.01% Add +4.3% 1,565 $477K
Wellment Financial 0.61% Reduce -1.6% 1,561 $476K
Washington Trust Bank 0.04% New 1,561 $476K
Raub Brock Capital Management LP 0.10% No change 1,560 $476K
Cypress Wealth Services, LLC 0.08% Add +15.6% 1,556 $474K
Transcendent Capital Group LLC 0.24% Add +14.1% 1,554 $474K
OLIO Financial Planning 0.15% No change 1,553 $473K
MassMutual Private Wealth & Trust, FSB 0.01% Add +93.6% 1,551 $473K
Oak Grove Capital LLC 0.11% New 1,550 $472K
Stablepoint Partners, LLC 0.08% No change 1,547 $472K
Strathmore Capital Advisors, Inc. 0.21% — 1,540 $471K
MV Capital Management, Inc. 0.05% No change 1,543 $470K
Clearview Wealth Advisors LLC 0.33% Reduce -6.1% 1,542 $470K
Key Client Fiduciary Advisors, LLC 0.19% Add +4.4% 1,542 $470K
Wellington Shields & Co., LLC 0.13% Reduce -49.5% 1,537 $469K
Parisi Gray Wealth Management 0.13% New 1,537 $469K
Avaii Wealth Management, LLC 0.21% No change 1,536 $468K
Hapanowicz & Associates Financial Services, Inc 0.24% Add +1.9% 1,535 $468K
Garde Capital, Inc. 0.02% No change 1,528 $466K
Liberty Wealth Management LLC 0.07% Add +8.7% 1,526 $465K
RDA Financial Network 0.13% Reduce -66.7% 1,523 $464K
Ameritas Investment Partners, Inc. 0.01% Add +0.1% 1,517 $462K
Chicago Capital, LLC 0.01% No change 1,515 $462K
Aquire Wealth Advisors, LLC 0.12% No change 1,510 $460K
Second Line Capital, LLC 0.11% Reduce -0.7% 1,509 $460K
Cypress Asset Management Inc. 0.11% No change 1,507 $459K
Heritage Wealth Advisors 0.02% Reduce -50.4% 1,504 $459K
Brown Miller Wealth Management, LLC 0.14% No change 1,503 $458K
Resonant Capital Advisors, LLC 0.03% No change 1,503 $458K
Barrett & Company, Inc. 0.17% No change 1,501 $458K
Hara Capital LLC 0.28% No change 1,500 $457K
Catalyst Private Wealth, LLC 0.20% No change 1,500 $457K
Commonwealth Retirement Investments LLC 0.17% Reduce -45.5% 1,500 $457K
Centerpoint Advisors, LLC 0.15% No change 1,500 $457K
Clear Point Advisors Inc. 0.39% Reduce -9.1% 1,499 $457K
USAdvisors Wealth Management, LLC 0.17% Reduce -84.6% 1,494 $455K
Capital Asset Advisory Services LLC 0.02% Reduce -3.0% 1,478 $455K
StrongBox Wealth, LLC 0.17% Add +10.1% 1,487 $453K
Courier Capital LLC 0.03% Add +1.2% 1,483 $452K
Wealth Management Nebraska 0.06% New 1,500 $452K
RMR Wealth Builders 0.04% Add +41.8% 1,476 $450K
Global Wealth Management, LLC 0.25% Add +10.2% 1,457 $449K
Brave Asset Management Inc. 0.12% Reduce -14.5% 1,472 $449K
Klingenstein Fields & Co. LP 0.02% Reduce -40.5% 1,470 $448K
Mach-1 Financial Group, LLC 0.13% Add +61.9% 1,468 $447K
Financial Enhancement Group LLC 0.06% Reduce -97.7% 1,447 $447K
Vicus Capital 0.04% No change 1,464 $446K
Mengis Capital Management, Inc. 0.09% Reduce -0.3% 1,455 $444K
Eagle Harbor Asset Management Inc. 0.43% Reduce -9.9% 1,450 $442K
Strengthening Families & Communities, LLC 0.25% Add +11.8% 1,509 $441K
Cornerstone National Bank & Trust Co 0.19% No change 1,445 $440K
Atalanta Sosnoff Capital, LLC 0.01% Add +1.4% 1,441 $439K
Crestmont Private Wealth LLC 0.16% Reduce -2.5% 1,438 $438K
King Wealth Management Group 0.06% No change 1,438 $438K
Willis Johnson & Associates, Inc. 0.03% Reduce -17.0% 1,435 $437K
BCS Private Wealth Management, Inc. 0.16% — 1,435 $437K
Mathes Company, Inc. 0.16% No change 1,435 $437K
Fort Sheridan Advisors LLC 0.06% Reduce -4.3% 1,429 $436K
Elite Financial, Inc. 0.21% No change 1,400 $435K
IVC Wealth Advisors LLC 0.21% Reduce -5.8% 1,424 $434K
M1 Capital Management LLC 0.22% Reduce -8.2% 1,423 $434K
Sulzberger Capital Advisors, Inc. 0.51% New 1,422 $433K
Union Savings Bank 0.20% No change 1,430 $433K
Sound Financial Strategies Group, LLC 0.37% Reduce -0.6% 1,420 $433K
L & S Advisors Inc 0.05% Reduce -98.2% 1,414 $431K
Goodman Financial Corp 0.09% Add +12.8% 1,410 $430K
Burling Wealth Partners, LLC 0.08% Add +1.0% 1,410 $430K
Comprehensive Money Management Services LLC 0.33% No change 1,409 $430K
Blue Zone Wealth Advisors, LLC 0.11% Reduce -3.4% 1,405 $428K
Marks Group Wealth Management, Inc 0.04% Reduce -8.5% 1,404 $428K
Somerset Trust Co 0.14% Reduce -19.0% 1,402 $427K
Ardent Capital Management, Inc. 0.20% No change 1,400 $427K
Madrona Financial Services, LLC 0.10% Reduce -23.3% 1,400 $427K
Cullinan Associates Inc. 0.03% No change 1,400 $427K
Thomas J. Herzfeld Advisors, Inc. 0.15% No change 1,398 $426K
Financial Gravity Companies, Inc. 0.08% — 1,394 $425K
Cornerstone Advisors Asset Management, LLC 0.08% No change 1,390 $424K
St Germain D J Co. Inc. 0.02% Add +151.5% 1,386 $422K
McAdam, LLC 0.02% Reduce -79.7% 1,385 $422K
Iams Wealth Management, LLC 0.19% Add +29.2% 1,381 $421K
Fearless Solutions, LLC dba Best Invest 0.29% Reduce -0.2% 1,381 $421K
Consilium Wealth Advisory, LLC 0.18% Reduce -94.0% 1,381 $421K
Wealth Effects LLC 0.16% Reduce -42.7% 1,379 $420K
Ridgewood Investments LLC 0.18% Add +17.9% 1,378 $420K
Indiana Trust & Investment Management Co 0.14% No change 1,378 $420K
Kaizen Financial Strategies 0.21% Add +17.0% 1,377 $420K
Prentiss Smith & Co. Inc. 0.25% Add +17.2% 1,376 $419K
Eldridge Investment Advisors, Inc. 0.09% No change 1,376 $419K
Occidental Asset Management, LLC 0.06% Reduce -1.7% 1,376 $419K
Aventura Private Wealth, LLC 0.18% Add +0.4% 1,374 $419K
Westmount Partners, LLC 0.11% Reduce -3.5% 1,371 $418K
Sigma Investment Counselors Inc. 0.02% Add +5.8% 1,370 $418K
Legacy Financial Group LLC 0.06% Add +10.3% 1,369 $417K
Runnymede Capital Advisors, Inc. 0.38% Reduce -17.2% 1,368 $417K
Patton Albertson Miller Group, LLC 0.05% Reduce -0.1% 1,365 $416K
Elevatus Welath Management 0.14% Reduce -93.6% 1,364 $416K
Parker Investment Management, LLC 0.06% No change 1,362 $415K
Shariaportfolio, Inc. 0.18% Add +0.6% 1,361 $415K
Physician Wealth Advisors, Inc. 0.07% No change 1,358 $414K
RAM Investment Partners, LLC 0.09% No change 1,356 $413K
Magnolia Private Wealth, LLC 0.32% Reduce -6.9% 1,350 $412K
Sterneck Capital Management, LLC 0.21% No change 1,350 $412K
Cordgrass Capital Advisors, LLC 0.11% Reduce -7.6% 1,350 $412K
Allred Capital Management, LLC 0.15% Reduce -8.2% 1,348 $411K
LongView Asset Management LLC 0.31% No change 1,345 $410K
Liberty Capital Management, Inc. 0.08% No change 1,340 $408K
Birch Hill Investment Advisors LLC 0.02% Add +9.4% 1,340 $408K
Penobscot Wealth Management 0.15% Add +7.1% 1,339 $408K
Cathy Pareto & Associates, Inc. 0.34% Reduce -6.0% 1,337 $408K
T. Rowe Price Associates Inc. 0.00% Add +11.3% 1,335 $407K
Keynote Financial Services LLC 0.28% No change 1,334 $407K
MN Wealth Advisors, LLC 0.24% Reduce -6.7% 1,334 $407K
Wedmont Private Capital 0.02% New 1,330 $406K
Sandy Cove Advisors, LLC 0.15% Add +3.5% 1,333 $406K
Uptick Partners, LLC 0.12% Add +1.2% 1,329 $405K
Avion Wealth 0.09% Reduce -28.2% 1,324 $403K
Turtle Creek Wealth Advisors, LLC 0.05% New 1,317 $401K
Leisure Capital Management 0.15% No change 1,316 $401K
Tritonpoint Wealth, LLC 0.04% Reduce -22.7% 1,314 $401K
Bard Associates Inc. 0.13% No change 1,312 $400K
Harvey Capital Management Inc. 0.09% No change 1,300 $400K
Cornerstone Management, Inc. 0.07% Reduce -12.8% 1,310 $399K
Howard Bailey Securities, LLC 0.12% Add +6.9% 1,308 $399K
Adamsbrown Wealth Consultants LLC 0.12% Reduce -2.2% 1,307 $398K
Raab & Moskowitz Asset Management LLC 0.09% New 1,304 $397K
Aviso Financial Inc. 0.02% No change 1,304 $397K
one8zero8, LLC 0.09% Reduce -7.8% 1,300 $396K
Central Bank & Trust Co. 0.06% New 1,300 $396K
Opus Capital Group, LLC 0.05% No change 1,298 $396K
Washington Trust Advisors, Inc. 0.03% No change 1,299 $396K
Nicolet Bankshares Inc. 0.07% No change 1,298 $396K
Glassman Wealth Services 0.06% No change 1,297 $395K
LVW Advisors, LLC 0.04% Add +76.1% 1,296 $395K
Ballast, Inc. 0.10% No change 1,295 $395K
TPG Advisors LLC 0.28% Add +2.6% 1,291 $394K
Moseley Investment Management Inc. 0.14% Reduce -27.8% 1,290 $393K
Sunbeam Capital Management, LLC 0.30% No change 1,289 $393K
Webster Bank, N. A. 0.04% Reduce -13.5% 1,285 $392K
Strait & Sound Wealth Management LLC 0.17% No change 1,277 $389K
Anchor Investment Management, LLC 0.03% Add +1.4% 1,277 $389K
Valtinson Bruner Financial Planning LLC 0.12% Add +5.7% 1,276 $389K
Dynamic Wealth Strategies, LLC 0.28% No change 1,273 $388K
Vanguard Capital Wealth Advisors 0.39% Reduce -12.8% 1,271 $387K
Beckerman Institutional, LLC 0.26% Reduce -8.8% 1,268 $387K
Centurion Wealth Management LLC 0.11% Add +11.4% 1,266 $386K
Ade, LLC 0.21% No change 1,265 $386K
Forum Financial Management, LP 0.01% Add +3.8% 1,263 $385K
GR Financial Group, LLC 0.09% New 1,256 $383K
GEM Asset Management, LLC 0.20% Reduce -0.2% 1,245 $383K
Willow Creek Wealth Management Inc. 0.03% Add +20.5% 1,250 $381K
Oliver Lagore Vanvalin Investment Group 0.15% — 1,322 $381K
Stuart Investment Advisors, Inc. 0.19% No change 1,248 $380K
LYNX Capital Group Ltd. 0.18% No change 1,242 $379K
Ellenbecker Investment Group 0.06% Add +10.3% 1,241 $378K
ETF Store, Inc. 0.44% Reduce -3.9% 1,237 $377K
Lumbard & Kellner, LLC 0.16% New 1,237 $377K
Wealth Alliance, LLC 0.04% Reduce -65.3% 1,236 $377K
Tompkins Financial Corp. 0.03% Add +12.9% 1,232 $376K
Full Sail Capital, LLC 0.02% Add +23.1% 1,231 $375K
Victory Financial Group, LLC 0.06% New 1,227 $374K
Jessup Wealth Management, Inc 0.15% Reduce -3.2% 1,226 $374K
Keystone Wealth Services, LLC 0.09% No change 1,225 $373K
Zhang Financial LLC 0.02% No change 1,224 $373K
Parkside Financial Bank & Trust 0.04% Add +93.8% 1,223 $373K
Edge Financial Advisors LLC 0.20% New 1,209 $372K
Investors Research Corp 0.07% Add +36.2% 1,216 $371K
Benchmark Financial Wealth Advisors, LLC 0.12% No change 1,214 $370K
Revisor Wealth Management LLC 0.13% Add +0.1% 1,208 $370K
Belfer Management LLC 5.65% No change 1,211 $369K
First National Bank of Mount Dora, Trust Investment Services 0.08% No change 1,210 $369K
Cushing Capital Partners, LLC 0.31% No change 1,209 $369K
Cornell Pochily Investment Advisors, Inc. 0.12% No change 1,207 $368K
Creekmur Asset Management LLC 0.07% Reduce -1.7% 1,206 $368K
Broadleaf Partners, LLC 0.08% Reduce -52.7% 1,204 $367K
Shepherd Financial Partners LLC 0.04% Add +0.4% 1,202 $366K
Hennion & Walsh Asset Management, Inc. 0.01% Reduce -38.6% 1,200 $366K
Buckhead Capital Management LLC 0.14% No change 1,198 $365K
Jackson Square Capital, LLC 0.08% Reduce -87.1% 1,186 $362K
Provident Investment Management, Inc. 0.03% Add +0.1% 1,186 $362K
Portland Global Advisors LLC 0.04% Add +29.6% 1,182 $360K
Broadway Wealth Solutions, Inc. 0.22% Add +8.9% 1,179 $359K
Stewardship Advisors, LLC 0.09% Reduce -18.3% 1,178 $359K
Earned Wealth Advisors, LLC 0.07% Add +14.6% 1,178 $359K
Cambridge Financial Group, LLC 0.13% No change 1,174 $358K
Prepared Retirement Institute LLC 0.21% No change 1,172 $357K
Asset Advisors Investment Management, LLC 0.04% Reduce -10.0% 1,170 $357K
Acorn Financial Advisory Services Inc. 0.06% New 1,167 $356K
Main Management LLC 0.03% No change 1,166 $355K
United Capital Management of KS, Inc. 0.06% Reduce -1.0% 1,163 $355K
High Falls Advisors, Inc 0.08% No change 1,160 $354K
Kellett Wealth Advisors, LLC 0.23% No change 1,160 $354K
Highlander Partners, L.P. 0.14% No change 1,160 $354K
Southern Capital Advisors, LLC 0.18% Add +20.9% 1,157 $353K
SeaBridge Investment Advisors LLC 0.07% New 1,155 $352K
Satovsky Asset Management LLC 0.07% No change 1,154 $352K
Patriot Investment Management Group, Inc. 0.02% No change 1,152 $351K
Private Capital Advisors, Inc. 0.04% New 1,152 $351K
Compton Financial Group, LLC 0.09% Reduce -59.5% 1,152 $351K
Capital Analysts, LLC 0.01% Add +7.2% 1,154 $351K
Capasso Planning Partners LLC 0.20% Reduce -68.7% 1,150 $351K
Searle & Co. 0.10% Add +4.5% 1,150 $351K
Schwallier Wealth Management LLC 0.21% Add +5.7% 1,147 $350K
Stephenson & Company, Inc. 0.21% New 1,144 $349K
Dopkins Wealth Management, LLC 0.16% No change 1,144 $349K
Slagle Financial, LLC 0.14% Add +20.0% 1,144 $349K
Bragg Financial Advisors, Inc 0.01% Add +6.8% 1,141 $348K
Diker Management LLC 0.33% No change 1,137 $347K
SJS Investment Consulting Inc. 0.05% Reduce -8.7% 1,131 $345K
Peak Financial Management, Inc. 0.10% Reduce -3.5% 1,125 $343K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -8.7% 1,122 $343K
Eagle Wealth Strategies LLC 0.19% No change 1,123 $342K
Sandhill Capital Partners LLC 0.02% Add +17.0% 1,121 $342K
WBH Advisory Inc. 0.03% Add +6.6% 1,121 $342K
Lantz Financial LLC 0.09% Reduce -6.5% 1,120 $341K
Ascentis Independent Advisors 0.06% Add +16.4% 1,120 $341K
Vance Wealth, LLC 0.12% No change 1,118 $341K
Ironwood Financial, llc 0.07% No change 1,181 $340K
Global Trust Asset Management, LLC 0.18% Add +11.4% 1,114 $340K
Middleton & Co. Inc. 0.04% No change 1,112 $339K
Apex Wealth Management, LLC 0.27% No change 1,108 $338K
Prudential Financial Inc. 0.00% New 1,107 $337K
Capital CS Group, LLC 0.55% New 1,106 $337K
KDT Advisors, LLC 0.54% No change 1,104 $337K
Beverly Hills Private Wealth, LLC 0.06% Add +10.0% 1,101 $336K
Talon Private Wealth, LLC 0.05% No change 1,101 $335K
Nikulski Financial, Inc. 0.09% No change 1,100 $335K
Zions Bancorporation, National Association 0.02% No change 1,100 $335K
L.K. Benson & Company, P.C. 0.21% Reduce -12.1% 1,098 $335K
Westhampton Capital, LLC 0.17% No change 1,098 $335K
Core Wealth Partners LLC 0.17% Add +1.9% 1,098 $335K
Lewis Asset Management, LLC 0.16% Add +30.3% 1,098 $335K
Gallacher Capital Management LLC 0.15% Add +10.1% 1,098 $335K
Uhlmann Price Securities, LLC 0.24% Reduce -43.8% 1,096 $334K
Garrett Wealth Advisory Group, LLC 0.07% No change 1,095 $334K
NewSquare Capital LLC 0.02% New 1,091 $333K
JNBA Financial Advisors 0.03% Add +10.8% 1,086 $331K
Brian Low Financial Group, LLC 0.31% — 1,086 $331K
First Merchants Corp. 0.01% No change 1,086 $331K
Lester Murray Antman dba SimplyRich 0.09% No change 1,089 $331K
F/m Investments LLC 0.01% Add +13.6% 1,083 $330K
Bristlecone Advisors, LLC 0.03% Add +36.0% 1,080 $329K
Custos Family Office, LLC 0.10% Add +5.7% 1,076 $328K
Horrell Capital Management, Inc. 0.13% Reduce -9.3% 1,075 $328K
Financial Freedom, LLC 0.18% Add +17.9% 1,072 $327K
CGN Advisors LLC 0.03% Reduce -8.9% 1,070 $326K
VanderPol Investments L.L.C. 0.68% No change 1,065 $325K
Northstar Group, Inc. 0.05% No change 1,064 $324K
Plante Moran Financial Advisors, LLC 0.02% Reduce -14.0% 1,064 $324K
North Berkeley Wealth Management, LLC 0.30% No change 1,062 $324K
One Wealth Advisors, LLC 0.04% No change 1,057 $322K
Dahring | Cusmano LLC 0.25% No change 1,054 $321K
HFG Wealth Management, LLC 0.20% Reduce -0.1% 1,113 $321K
FSA Advisors, Inc. 0.26% Add +21.8% 1,052 $321K
Ridgecrest Wealth Partners, LLC 0.17% No change 1,050 $320K
Anthracite Investment Company, Inc. 0.17% Add +5.0% 1,050 $320K
LaFleur & Godfrey LLC 0.04% No change 1,050 $320K
Guidance Point Advisors, LLC 0.09% Reduce -40.9% 1,048 $319K
CGC Financial Services, LLC 0.11% No change 1,047 $319K
Kelly Financial Services LLC 0.09% Add +1.9% 1,047 $319K
Walker Asset Management, LLC 0.18% No change 1,045 $319K
Intrepid Capital Management Inc. 0.17% Add +16.8% 1,041 $317K
GK Wealth Management LLC 0.31% Reduce -8.4% 1,038 $316K
FourThought Financial Partners, LLC 0.03% No change 1,036 $316K
Sageworth Trust Co of South Dakota 0.34% No change 1,035 $315K
Quartz Partners, LLC 0.14% New 1,032 $315K
LexAurum Advisors, LLC 0.05% Reduce -0.7% 1,031 $314K
Bernardo Wealth Planning LLC 0.07% No change 1,027 $313K
Wolff Wiese Magana LLC 0.19% Add +47.6% 1,026 $313K
Great Lakes Retirement, Inc. 0.04% New 1,026 $313K
Berkshire Asset Management LLC 0.01% Reduce -3.5% 1,022 $312K
Grant Street Asset Management, Inc. 0.07% New 1,020 $311K
Blackston Financial Advisory Group, LLC 0.19% Add +0.3% 1,016 $310K
Lincoln Capital LLC 0.06% No change 1,015 $309K
Financial Security Advisor, Inc. 0.07% Add +3.1% 1,010 $308K
City Center Advisors, LLC 0.33% New 1,006 $307K
Tradewinds, LLC. 0.23% Reduce -81.6% 1,005 $306K
Merkkuri Wealth Advisors LLC 0.23% Reduce -3.8% 1,005 $306K
Rothschild Wealth LLC 0.07% No change 1,003 $306K
TrueWealth Advisors, LLC 0.09% Add +1.7% 1,002 $305K
Gilman Hill Asset Management, LLC 0.05% No change 1,002 $305K
Smith Thornton Advisors LLC 0.18% Add +0.1% 1,001 $305K
Verde Servicos Internacionais S.A. 0.13% New 1,000 $305K
MFA Wealth Services 0.23% No change 1,000 $305K
Merrion Investment Management Co, LLC 0.20% No change 1,000 $305K
Marshall & Sullivan Inc. 0.15% No change 1,000 $305K
Old West Investment Management, LLC 0.10% No change 1,000 $305K
Ironsides Asset Advisors, LLC 0.09% No change 1,000 $305K
Whitener Capital Management, Inc. 0.08% No change 1,000 $305K
M. Kulyk & Associates, LLC 0.07% Reduce -3.9% 1,000 $305K
Legacy Financial Strategies, LLC 0.06% Add +2.6% 1,000 $305K
Bordeaux Wealth Advisors LLC 0.04% No change 1,000 $305K
Clark Capital Management Group, Inc. 0.00% Add +29.7% 1,000 $305K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -87.5% 1,000 $305K
Keystone Global Partners, LLC 0.17% No change 998 $304K
ZynergyRetirementPlanningLLC 0.20% Reduce -42.7% 992 $302K
Maltin Wealth Management, Inc. 0.14% No change 990 $302K
Spectrum Asset Management, Inc. (NB/CA) 0.13% No change 988 $301K
Capital Market Strategies LLC 0.21% Add +11.3% 986 $301K
First Financial Corp. 0.13% No change 986 $301K
Compagnie Lombard Odier SCmA 0.00% Reduce -41.7% 980 $299K
Highland Capital Management, LLC 0.02% No change 980 $299K
Horst & Graben Wealth Management LLC 0.05% Add +7.1% 979 $298K
BTS Asset Management, Inc. 0.36% Reduce -5.6% 978 $298K
Collaborative Wealth Managment Inc. 0.13% Add +16.2% 976 $298K
Seeds Investor LLC 0.07% Add +3.5% 976 $298K
UNIVEST FINANCIAL Corp 0.02% Add +32.4% 976 $298K
AG Asset Advisory, LLC 0.26% No change 973 $297K
Burney Co./ 0.01% Reduce -30.5% 972 $296K
Evolution Wealth Management Inc. 0.36% — 971 $296K
EFG Asset Management (Americas) Corp. 0.05% Add +14.9% 971 $296K
SilverOak Wealth Management LLC 0.06% No change 969 $295K
Proactive Wealth Strategies LLC 0.14% Reduce -78.8% 968 $295K
Compass Financial Group, INC 0.05% Add +3.0% 967 $295K
Simmons Bank 0.02% No change 967 $295K
Wood Tarver Financial Group, LLC 0.09% Add +116.4% 965 $294K
Summit Global Investments 0.02% New 964 $294K
Kestra Investment Management, LLC 0.01% Add +31.2% 964 $294K
Millstone Evans Group, LLC 0.20% Add +104.9% 963 $294K
PFS Partners, LLC 0.15% Add +47.8% 962 $293K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% Reduce -26.8% 962 $293K
Graves Light Lenhart Wealth, Inc. 0.03% No change 962 $293K
Pathway Financial Advisers, LLC 0.09% Reduce -12.4% 959 $292K
Shepherd Kaplan Krochuk, LLC 0.25% Reduce -3.3% 959 $292K
First Western Trust Bank 0.01% No change 957 $292K
Carmel Capital Management L.L.C. 0.10% Reduce -5.0% 955 $291K
Doliver Advisors, LP 0.08% Reduce -59.5% 955 $291K
Matrix Asset Advisors Inc. 0.03% Add +18.2% 955 $291K
RFP Financial Group LLC 0.12% Add +22.1% 954 $291K
Montz Harcus Wealth Management LLC 0.14% Reduce -8.2% 950 $290K
Partners Wealth Management, LLC 0.33% Add +8.9% 1,004 $289K
City State Bank 0.09% No change 946 $288K
Kieckhefer Group LLC 0.16% Reduce -50.1% 945 $288K
David J Yvars Group 0.17% Reduce -0.6% 944 $288K
Signet Financial Management, LLC 0.04% Add +30.0% 944 $288K
Sloy Dahl & Holst, LLC 0.04% No change 940 $287K
Signature Wealth Management Partners, LLC 0.16% Reduce -46.3% 940 $287K
Independent Solutions Wealth Management, LLC 0.06% Reduce -20.1% 939 $286K
McDaniel Terry & Co. 0.02% No change 939 $286K
FSA Wealth Management LLC 0.11% No change 938 $286K
Allen Wealth Management, LLC 0.20% Add +9.3% 937 $286K
Gilliland Jeter Wealth Management LLC 0.09% Reduce -57.4% 937 $286K
TFR Capital, LLC. 0.10% Reduce -3.5% 935 $285K
Eq Wealth Advisors, LLC 0.19% Reduce -3.9% 934 $285K
West Bancorporation Inc. 0.18% No change 934 $285K
Holderness Investments Co. 0.06% No change 933 $284K
Souders Financial Advisors 0.04% No change 931 $284K
Cadinha & Co. LLC 0.05% Add +12.1% 930 $283K
Kathmere Capital Management, LLC 0.02% Add +12.1% 930 $283K
Bruce G. Allen Investments, LLC 0.21% Reduce -7.9% 926 $282K
North Capital, Inc. 0.24% Reduce -5.0% 925 $282K
Advus Financial Partners, LLC 0.07% Add +20.0% 925 $282K
Unified Investment Management 0.30% No change 923 $281K
Bond & Devick Financial Network, Inc. 0.09% No change 923 $281K
KOM Wealth Management Group, LLC 0.22% New 921 $281K
Oak Family Advisors, LLC 0.10% Add +2.2% 921 $281K
Calamos Wealth Management LLC 0.01% No change 920 $280K
Boston Standard Wealth Management, LLC 0.05% New 920 $280K
Insight Wealth Strategies, LLC 0.04% New 909 $280K
Key Financial Inc 0.06% Reduce -13.7% 917 $280K
Asset Allocation & Management Company, LLC 0.13% New 915 $279K
Peak Asset Management, LLC 0.05% Add +3.4% 915 $279K
Paragon Advisors, LLC 0.07% Add +1.1% 914 $279K
Villere St Denis J & Co. LLC 0.03% No change 914 $279K
Root Financial Partners, LLC 0.03% Add +28.1% 913 $278K
Sage Financial Group Inc. 0.02% Reduce -72.7% 911 $278K
1620 Investment Advisors, Inc. 0.20% Add +2.3% 909 $277K
Forte Capital LLC 0.03% Reduce -5.4% 907 $276K
Snider Financial Group 0.08% Reduce -15.4% 906 $276K
American State Bank (Iowa) 0.15% Reduce -0.9% 902 $275K
Yarger Wealth Strategies, LLC 0.14% New 901 $275K
Symphony Financial Services, Inc. 0.16% Reduce -1.1% 900 $274K
Peninsula Asset Management Inc. 0.14% Reduce -24.6% 900 $274K
Novak & Powell Financial Services, Inc. 0.19% Add +15.3% 895 $273K
Pps&v Asset Management Consultants, Inc. 0.17% No change 895 $273K
BCS Wealth Management 0.06% New 893 $272K
Gen-Wealth Partners Inc 0.10% Reduce -0.1% 891 $272K
Portfolio Strategies, Inc. 0.04% Add +8.4% 890 $271K
Viewpoint Capital Management LLC 0.13% Reduce -6.9% 890 $271K
JGP Wealth Management, LLC 0.03% Reduce -13.1% 886 $270K
A&I Financial Services, LLC 0.15% Add +1.4% 885 $270K
Watts Gwilliam & Co., LLC 0.04% New 803 $270K
Sachetta, LLC 0.11% Reduce -2.2% 884 $269K
KKM Financial LLC 0.09% No change 884 $269K
Beacon Financial Advisory LLC 0.07% Add +12.2% 883 $269K
Coston, McIsaac & Partners 0.07% Add +683.2% 885 $269K
TruWealth Advisors, LLC 0.01% Add +11.5% 882 $269K
Ellis Investment Partners, LLC 0.05% Add +3.8% 879 $268K
Patrick M Sweeney & Associates, Inc. 0.18% Reduce -2.0% 872 $268K
Midwest Financial Network, LLC 0.27% Reduce -0.6% 878 $268K
Principia Wealth Advisory, LLC 0.23% Reduce -4.4% 877 $267K
Lloyd Advisory Services, LLC. 0.13% Add +16.6% 877 $267K
New Harbor Financial Group, LLC 0.06% Reduce -24.8% 876 $267K
Foster & Motley Inc. 0.02% Add +24.4% 876 $267K
Farrell Financial LLC 0.18% Reduce -2.0% 875 $267K
WJ Interests, LLC 0.11% No change 875 $267K
Kavar Capital Partners Group, LLC 0.04% No change 875 $267K
Gainplan LLC 0.12% Reduce -16.7% 874 $266K
Planning Center, Inc. 0.03% Add +1.9% 873 $266K
Delta Asset Management LLC 0.02% No change 865 $264K
Ranch Capital Advisors Inc. 0.11% Reduce -26.7% 864 $263K
Byrne Financial Freedom, LLC 0.13% No change 861 $262K
Summit Wealth Group LLC / Co. 0.07% — 860 $262K
Hoge Financial Services, LLC 0.16% Reduce -32.0% 859 $262K
Brightwater Advisory LLC 0.19% Add +3.9% 855 $261K
K.J. Harrison & Partners Inc 0.04% No change 853 $260K
Fielder Capital Group LLC 0.07% Reduce -19.6% 852 $260K
Consultiva Wealth Management, Corp. 0.80% No change 850 $259K
Secured Retirement Advisors, LLC 0.15% Reduce -26.6% 850 $259K
Alaska Wealth Advisors, LLC 0.04% New 850 $259K
Plancorp, LLC 0.01% Reduce -31.9% 850 $259K
Hanover Advisors Inc. 0.11% No change 849 $259K
Sterling Investment Counsel, LLC 0.15% Reduce -29.2% 848 $258K
MRWM Advisors, LLC 0.16% No change 847 $258K
Hickory Point Bank & Trust 0.21% New 845 $258K
Norris Perne & French LLP 0.02% Reduce -19.1% 845 $258K
McCarter Private Wealth Services LLC 0.15% No change 843 $257K
Blue Chip Partners, LLC 0.02% Reduce -73.0% 843 $257K
Rockwood Wealth Management, LLC 0.02% Reduce -23.0% 841 $256K
Sculati Wealth Management, LLC 0.10% Add +17.1% 840 $256K
Spreng Capital Management, Inc. 0.11% No change 839 $256K
Bare Financial Services, Inc 0.09% No change 839 $256K
TCP Asset Management, LLC 0.05% Reduce -6.2% 839 $256K
Momentous Wealth Management, Inc. 0.16% No change 832 $254K
FLP Wealth Management, LLC 0.71% Reduce -5.0% 831 $253K
Liberty Square Wealth Partners LLC 0.09% No change 830 $253K
DKM Wealth Management, Inc. 0.22% No change 828 $252K
Aegis Financial Corp. 0.15% Reduce -24.5% 828 $252K
Team Hewins, LLC 0.09% Reduce -5.0% 824 $251K
Knightsbridge Asset Management, LLC 0.06% No change 823 $251K
Jackson Wealth Management, LLC 0.03% New 819 $250K
Boyum Wealth Architects LLC 0.18% New 820 $250K
Mission Hills Financial Advisory, LLC 0.15% Reduce -1.6% 817 $249K
Focused Wealth Management, Inc 0.03% Reduce -2.4% 816 $249K
Berkshire Money Management, Inc. 0.03% Add +10.9% 816 $249K
Ballew Advisors, Inc 0.15% Add +1.9% 809 $248K
CAP Partners, LLC 0.16% Reduce -1.0% 815 $248K
Cedar Wealth Management, LLC 0.08% Reduce -43.3% 815 $248K
LBMC Investment Advisors, LLC 0.02% No change 815 $248K
Grandfield & Dodd, LLC 0.01% New 813 $248K
Mittelman Wealth Management 0.21% Reduce -20.3% 813 $248K
Long Island Wealth Management, Inc. 0.13% No change 808 $246K
Vista Investment Management 0.09% No change 808 $246K
American Investment Services, Inc. 0.06% Reduce -27.9% 808 $246K
Clifford Group, LLC 0.20% New 807 $246K
Wilson & Boucher Capital Management, LLC 0.17% No change 805 $245K
Dagco, Inc. 0.07% Reduce -49.0% 805 $245K
Cura Wealth Advisors, LLC 0.11% No change 803 $245K
Orion Capital Management LLC 0.09% No change 800 $244K
Gibson Capital, LLC 0.05% No change 800 $244K
Barr E S & Co. 0.01% No change 800 $244K
Fiera Capital Corp 0.00% No change 800 $244K
3EDGE Asset Management, LP 0.02% No change 799 $244K
Financial Perspectives, Inc 0.07% No change 798 $243K
Putney Financial Group LLC 0.25% Reduce -11.2% 797 $243K
Confluence Investment Management LLC 0.00% No change 795 $242K
Bay Capital Advisors, LLC 0.18% No change 794 $242K
Second Half Financial Partners, LLC 0.11% Reduce -1.0% 793 $242K
Solutions 4 Wealth, Ltd 0.40% Reduce -5.7% 792 $241K
Entrewealth, LLC 0.17% No change 792 $241K
First Nebraska Trust Co 0.02% No change 792 $241K
Callahan Advisors, LLC 0.02% Add +0.1% 790 $241K
MPWM Advisory Solutions, LLC 0.15% Reduce -31.6% 786 $240K
Falcon Wealth Planning 0.02% New 786 $240K
Harmony Asset Management LLC 0.09% Add +1.6% 785 $239K
Clark Financial Services Group Inc. 0.15% No change 782 $238K
Divergent Planning, LLC 0.07% No change 775 $238K
Icon Wealth Advisors, LLC 0.02% Add +9.1% 779 $238K
Pine Haven Investment Counsel, Inc 0.19% No change 779 $237K
RPS Advisory Solutions LLC 0.13% Reduce -93.3% 779 $237K
SLT Holdings LLC 0.18% Add +1.6% 777 $237K
Nottingham Advisors, Inc. 0.04% Reduce -16.5% 777 $237K
REDW Wealth LLC 0.09% Add +11.7% 776 $237K
Intelligent Financial Strategies 0.13% No change 775 $236K
Moneywise, Inc. 0.11% No change 775 $236K
Strategic Equity Management 0.09% New 775 $236K
Stokes Family Office, LLC 0.02% No change 775 $236K
Cypress Capital Management LLC (WY) 0.26% Reduce -49.3% 774 $236K
Detalus Advisors, LLC 0.07% No change 774 $236K
Gallagher Fiduciary Advisors, LLC 0.01% No change 773 $236K
Weitzel Financial Services, Inc. 0.10% New 765 $236K
Miller Financial Services LLC 0.30% Reduce -1.8% 771 $235K
Studio Investment Management LLC 0.05% Reduce -2.5% 770 $235K
Condor Capital Management 0.02% No change 770 $235K
Accredited Investor Services, LLC 0.18% Add +7.7% 768 $234K
Impact Investors, Inc 0.17% Reduce -4.6% 767 $234K
Black Diamond Financial, LLC 0.04% Reduce -79.7% 766 $234K
Wealthquest Corp 0.02% Reduce -30.3% 766 $234K
Great Diamond Partners, LLC 0.05% New 765 $233K
TTP Investments, Inc. 0.08% New 764 $233K
Marmo Financial Group, LLC 0.11% No change 757 $231K
BIP Wealth, LLC 0.01% Reduce -4.4% 754 $230K
Capstone Financial Advisors, Inc. 0.01% Add +1.1% 754 $230K
Strategic Family Wealth Counselors, L.L.C. 0.07% Reduce -3.8% 753 $230K
Haven Private, LLC 0.10% Reduce -34.1% 752 $229K
Colony Family Offices, LLC 0.06% No change 752 $229K
Phil A. Younker & Associates, Ltd. 0.23% Reduce -2.0% 751 $229K
Capital Planning LLC 0.07% No change 750 $229K
TLWM 0.04% Add +4.5% 749 $228K
Vermillion Wealth Management, Inc. 0.11% Add +0.8% 749 $228K
IAG Wealth Partners, LLC 0.03% Reduce -11.7% 749 $228K
WestHill Financial Advisors, Inc. 0.05% Add +1.9% 747 $228K
Parr McKnight Wealth Management Group, LLC 0.03% No change 747 $228K
Jamison Private Wealth Management, Inc. 0.03% Reduce -82.7% 746 $227K
William Mack & Associates, Inc. 0.14% New 745 $227K
Colonial River Investments, LLC 0.10% Reduce -32.7% 741 $227K
Birchcreek Wealth Management, LLC 0.13% No change 742 $226K
North Forty Two & Co. 0.24% No change 741 $226K
First County Bank 0.12% Add +5.7% 740 $226K
Atlantic Family Wealth, LLC 0.20% Add +4.5% 739 $225K
Meriwether Wealth & Planning, LLC 0.14% No change 738 $225K
Thrive Wealth Management, LLC 0.04% New 738 $225K
Rodgers Brothers Inc. 0.03% No change 738 $225K
Clean Yield Group 0.07% Reduce -11.0% 735 $224K
Paragon Capital Management Inc. 0.17% Add +1.4% 734 $224K
Beacon Bank & Trust 0.05% No change 734 $224K
Goldstone Financial Group, LLC 0.03% New 728 $224K
True Vision MN LLC 0.12% Add +0.1% 732 $223K
Atlantic Edge Private Wealth Management, LLC 0.06% No change 730 $223K
Wincap Financial LLC 0.18% New 729 $222K
Cannon Financial Strategists, Inc. 0.04% New 729 $222K
WJ Wealth Management, LLC 0.07% Add +0.6% 728 $222K
Diversified Portfolios, Inc. 0.02% New 728 $222K
Accretive Wealth Partners, LLC 0.07% No change 727 $222K
October Effect Ltd 0.27% — 726 $221K
BNC Wealth Management, LLC 0.07% Add +3.4% 725 $221K
Paul R. Ried Financial Group, LLC 0.13% Reduce -7.8% 723 $220K
Princeton Capital Management LLC 0.07% New 723 $220K
Elios Financial Group Inc. 0.10% New 721 $220K
Ackerman Capital Advisors, LLC 0.05% No change 721 $220K
Sanchez Wealth Management Group 0.05% Reduce -7.7% 716 $218K
McDonough Capital Management, Inc 0.12% New 716 $218K
IRON Financial LLC 0.12% No change 713 $217K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -10.3% 718 $216K
Everpar Advisors LLC 0.10% No change 710 $216K
Rollins Financial Advisors, LLC 0.03% New 709 $216K
Echo45 Advisors LLC 0.14% No change 708 $216K
Novare Capital Management LLC 0.02% No change 708 $216K
Prudent Investors Network, Inc. 0.06% No change 707 $216K
Treasure Coast Financial Planning 0.13% No change 705 $215K
Realta Investment Advisors 0.08% New 705 $215K
Register Financial Advisors LLC 0.09% New 704 $215K
Ruggaard & Associates LLC 0.09% New 702 $214K
Pinion Investment Advisors, LLC 0.07% Add +0.3% 702 $214K
Smith Chas P & Associates Pa Cpas 0.01% No change 702 $214K
AA Financial Advisors, LLC 0.05% No change 701 $214K
Koss-Olinger Consulting, LLC 0.02% Reduce -1.4% 701 $214K
Cladis Investment Advisory, LLC 0.13% No change 700 $213K
Lagoda Investment Management, L.P. 0.12% Add +7.7% 700 $213K
One Plus One Wealth Management, LLC 0.12% No change 700 $213K
Hudson Value Partners, LLC 0.07% New 700 $213K
Vantage Point Financial LLC 0.09% New 699 $213K
Sonata Capital Group Inc. 0.09% Reduce -36.4% 700 $213K
Hunter Perkins Capital Management, LLC 0.05% No change 700 $213K
FWG Holdings, LLC 0.10% New 682 $212K
Waddell & Associates, LLC 0.02% Reduce -9.7% 695 $212K
Laidlaw Wealth Management LLC 0.61% New 694 $212K
Bill Few Associates, Inc. 0.06% New 693 $211K
Silver Oak Advisory Group, Inc. 0.10% Reduce -4.8% 694 $211K
Fagan Associates, Inc. 0.03% New 692 $211K
Argyle Capital Partners, LLC 0.17% Reduce -6.1% 690 $210K
Pathway Financial Advisors LLC 0.03% New 690 $210K
Main Street Research LLC 0.01% New 689 $210K
Empire Financial Management Company, LLC 0.06% Reduce -25.4% 689 $210K
Vident Advisory, LLC 0.00% Reduce -28.9% 688 $210K
SFE Investment Counsel 0.04% New 686 $209K
Kearns & Associates LLC 0.12% New 685 $209K
Baring Financial LLC 0.16% New 683 $208K
Foster Dykema Cabot & Partners, LLC 0.01% No change 681 $208K
Northern Capital Management, Inc. 0.12% New 680 $207K
Faithward Advisors, LLC 0.03% New 680 $207K
Concord Asset Management, LLC 0.03% New 679 $207K
Concord Wealth Partners 0.03% Add +24.1% 679 $207K
Mountain Capital Investment Advisors Inc. 0.04% New 673 $207K
Efficient Advisors, LLC 0.01% New 677 $206K
Whelan Financial 0.07% New 677 $206K
Baldwin Investment Management, LLC 0.02% Reduce -32.5% 675 $206K
Heritage Wealth Management, Inc. 0.07% New 674 $205K
Affinity Capital Advisors, LLC 0.04% New 671 $205K
Kiker Wealth Management, LLC 0.11% Add +11.0% 668 $204K
Synergy Investment Management, LLC 0.12% Reduce -0.7% 667 $203K
Wealth Management Strategies, Inc. 0.11% New 666 $203K
Woodmont Investment Counsel LLC 0.01% New 666 $203K
PMG Wealth Management, Inc. 0.17% New 665 $203K
Rockbridge Investment Management, LCC 0.02% New 665 $203K
QTR Family Wealth, LLC 0.13% Reduce -18.1% 663 $202K
Round Rock Advisors LLC 0.03% New 661 $201K
Corps Capital Advisors, LLC 0.32% New 660 $201K
Cerro Pacific Wealth Advisors LLC 0.06% New 660 $201K
Jupiter Wealth Management LLC 0.10% New 650 $201K
Wealthstream Advisors, Inc. 0.03% New 658 $201K
Salomon & Ludwin, LLC 0.02% Reduce -4.6% 648 $200K
Wealth Dimensions Group, Ltd. 0.04% New 657 $200K
River Street Advisors LLC 0.09% No change 655 $200K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +15.0% 653 $199K
Center for Financial Planning, Inc. 0.02% No change 652 $199K
Contravisory Investment Management, Inc. 0.04% No change 644 $196K
Total Investment Management Inc. 0.03% Reduce -45.9% 638 $194K
Clearstead Trust, LLC 0.04% No change 627 $191K
Financial Network Wealth Advisors LLC 0.23% Add +151.6% 619 $189K
Elgethun Capital Management 0.04% No change 615 $187K
Cantor Fitzgerald, L. P. 0.00% New 609 $186K
Horizon Investments, LLC 0.00% Add +1851.6% 605 $184K
Western Pacific Wealth Management, LP 0.18% No change 600 $183K
General Partner, Inc. 0.11% No change 600 $183K
GHP Investment Advisors, Inc. 0.01% No change 600 $183K
GAMMA Investing LLC 0.01% Add +3.8% 599 $183K
4WEALTH Advisors, Inc. 0.19% New 597 $182K
Brooklyn Investment Group 0.02% Add +1541.7% 591 $180K
Harbor Capital Advisors, Inc. 0.01% Reduce -41.1% 588 $179K
Pacifica Partners Inc. 0.07% Reduce -0.2% 587 $177K
Slocum, Gordon & Co LLP 0.14% No change 573 $175K
BankPlus Trust Department 0.05% No change 570 $174K
Sterling Capital Management LLC 0.00% No change 560 $171K
Operose Advisors LLC 0.05% Add +5.4% 548 $167K
Piscataqua Savings Bank 0.14% No change 544 $166K
Cape Investment Advisory, Inc. 0.06% Reduce -0.4% 538 $164K
Birch Capital Management, LLC 0.08% No change 535 $163K
Elevation Wealth Partners, LLC 0.06% No change 528 $161K
Evermay Wealth Management LLC 0.02% No change 526 $160K
Lummis Asset Management, LP 0.10% No change 525 $160K
GoalVest Advisory LLC 0.04% No change 524 $160K
McIlrath & Eck, LLC 0.02% Reduce -4.6% 523 $159K
WFA of San Diego, LLC 0.12% — 515 $157K
Hughes Financial Services, LLC 0.03% New 500 $155K
Resources Management Corp. /CT/ 0.02% No change 505 $154K
Ramsey Quantitative Systems 0.15% New 500 $152K
Peoples Financial Services Corp. 0.08% No change 500 $152K
Smallwood Wealth Investment Management, LLC 0.09% No change 499 $152K
Pineridge Advisors LLC 0.05% No change 497 $152K
Morton Brown Family Wealth, LLC 0.05% No change 493 $150K
Old Second National Bank of Aurora 0.03% No change 489 $149K
Semmax Financial Advisors Inc. 0.04% Reduce -96.7% 473 $148K
West Oak Capital, LLC 0.07% Add +26.3% 480 $146K
MilWealth Group LLC 0.04% No change 456 $139K
Redmont Wealth Advisors LLC 0.20% No change 454 $138K
Richard W. Paul & Associates, LLC 0.05% Add +3.6% 454 $138K
Bangor Savings Bank 0.01% No change 450 $137K
Field & Main Bank 0.04% Reduce -1.1% 440 $134K
Vermillion & White Wealth Management Group, LLC 0.09% Add +8.5% 432 $132K
Tradewinds Capital Management, LLC 0.03% No change 430 $131K
New England Capital Financial Advisors LLC 0.06% No change 428 $130K
Vision Financial Markets LLC 0.12% No change 425 $130K
Cary Street Partners Investment Advisory LLC 0.06% No change 422 $129K
Truvestments Capital LLC 0.02% Add +16.0% 406 $124K
Cheviot Value Management, LLC 0.01% No change 395 $124K
Burkett Financial Services, LLC 0.04% Reduce -13.3% 404 $123K
Pension & Wealth Management Advisors, Inc. 0.04% Add +78.7% 402 $123K
Cutler Capital Management, LLC 0.05% New 395 $120K
TFC Financial Management, Inc. 0.02% Add +160.0% 390 $119K
Kentucky Trust Co 0.07% No change 385 $117K
Cherry Tree Wealth Management, LLC 0.03% No change 378 $115K
TD Capital Management LLC 0.01% No change 375 $114K
Johnson Financial Group, Inc. 0.01% Add +15.5% 373 $114K
Missouri Trust & Investment Co 0.04% Add +640.0% 370 $113K
Brown, Lisle/Cummings, Inc. 0.03% Add +4.9% 366 $112K
Family Legacy Financial Solutions, LLC 0.09% — 366 $112K
Compass Planning Associates Inc 0.10% No change 360 $110K
Founders Capital Management 0.07% No change 360 $110K
Chung Wu Investment Group, LLC 0.11% New 358 $109K
Hoey Investments, Inc. 0.01% No change 320 $98K
Holos Integrated Wealth LLC 0.06% No change 311 $97K
Mowery & Schoenfeld Wealth Management, LLC 0.15% No change 305 $93K
Tacita Capital Inc 0.06% No change 300 $91K
Country Trust Bank 0.00% New 298 $91K
Costello Asset Management, INC 0.03% No change 297 $91K
Sittner & Nelson, LLC 0.04% Add +7.3% 295 $90K
Abound Wealth Management 0.03% Reduce -41.6% 295 $90K
American National Bank & Trust 0.01% Add +52.4% 291 $89K
Toth Financial Advisory Corp. 0.01% No change 286 $87K
Addison Advisors LLC 0.02% Reduce -34.9% 285 $87K
Cedar Mountain Advisors, LLC 0.02% No change 285 $87K
West Branch Capital LLC 0.03% Add +41.0% 282 $86K
AllSquare Wealth Management LLC 0.05% No change 280 $85K
Silicon Valley Capital Partners 0.01% Add +18.5% 275 $84K
SIMA Wealth Partners, LLC 0.07% No change 273 $83K
Creative Capital Management Investments LLC 0.03% No change 272 $83K
Crews Bank & Trust 0.01% Add +7.2% 268 $82K
Bell Investment Advisors, Inc 0.01% No change 265 $81K
RMG Wealth Management LLC 0.01% — 256 $79K
Godsey & Gibb, Inc. 0.01% Add +7.5% 259 $79K
Stuart Chaussee & Associates, Inc. 0.02% New 250 $76K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $76K
Vestor Capital, LLC 0.01% Reduce -91.8% 72 $74K
Halbert Hargrove Global Advisors, LLC 0.00% No change 242 $74K
Caldwell Sutter Capital, Inc. 0.03% Add +0.9% 235 $72K
Coastline Trust Co 0.01% No change 230 $70K
Valley Wealth Managers, Inc. 0.00% Reduce -48.9% 217 $66K
Fortitude Family Office, LLC 0.02% No change 215 $66K
SOA Wealth Advisors, LLC. 0.01% No change 212 $65K
Mb, Levis & Associates, LLC 0.03% No change 206 $63K
New Millennium Group LLC 0.03% Reduce -49.6% 201 $61K
Belmont Capital, LLC 0.01% No change 201 $61K
Cornerstone Planning Group LLC 0.01% Add +0.5% 196 $61K
Riverview Trust Co 0.08% New 200 $61K
Kings Path Partners LLC 0.02% Reduce -80.0% 200 $61K
Front Row Advisors LLC 0.02% No change 200 $61K
Anfield Capital Management, LLC 0.02% New 200 $61K
Northwest Capital Management Inc 0.03% No change 196 $60K
Legacy Investment Solutions, LLC 0.03% — 190 $58K
Legacy Wealth Managment, LLC 0.03% Add +39.7% 190 $58K
Inlight Wealth Management, LLC 0.03% No change 190 $58K
Proffitt & Goodson Inc. 0.01% No change 190 $58K
Summer Road LLC 0.04% No change 210 $57K
Signature Resources Capital Management, LLC 0.03% Add +146.7% 185 $56K
Nordwand Advisors, LLC 0.01% No change 185 $56K
JDM Financial Group LLC 0.02% Add +10.3% 171 $52K
Accordant Advisory Group Inc 0.04% Reduce -7.6% 170 $52K
Winnacle Wealth LLC 0.04% New 170 $52K
Advantage Trust Co 0.03% No change 170 $52K
Roble, Belko & Company, Inc 0.01% No change 167 $51K
Keystone Financial Group, Inc. 0.03% No change 163 $50K
QVR LLC 0.05% — 161 $49K
Pittenger & Anderson Inc. 0.00% Reduce -20.6% 158 $48K
Roxbury Financial LLC 0.05% Add +24.4% 158 $48K
Decker Retirement Planning Inc. 0.03% Add +358.8% 156 $48K
Tortoise Investment Management, LLC 0.00% No change 152 $46K
Aventus Investment Advisors, Inc. 0.04% — 150 $46K
Beutel, Goodman & Co Ltd. 0.00% No change 150 $45K
First Command Advisory Services, Inc. 0.00% New 140 $43K
PayPay Securities Corp 2.04% Reduce -15.4% 137 $42K
Security National Bank 0.01% No change 137 $42K
MCF Advisors LLC 0.00% Reduce -56.9% 132 $40K
First PREMIER Bank 0.01% No change 120 $37K
Bellwether Advisors, LLC 0.01% Reduce -72.7% 121 $37K
Frazier Financial Advisors, LLC 0.03% No change 118 $36K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -4.2% 115 $35K
Traub Capital Management LLC 0.03% — 113 $34K
Murphy & Mullick Capital Management Corp 0.03% No change 112 $34K
Kilter Group LLC 0.02% New 110 $34K
MJT & Associates Financial Advisory Group, Inc. 0.04% No change 105 $32K
Painted Porch Advisors LLC 0.01% No change 102 $31K
Legacies Wealth LLC 0.02% No change 100 $30K
Islay Capital Management, LLC 0.02% No change 100 $30K
Asset Management One Co., Ltd. 0.00% No change 100 $30K
Gold Investment Management Ltd. 0.01% No change 98 $30K
Stone House Investment Management, LLC 0.01% Reduce -24.4% 90 $27K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 87 $27K
Chapman Financial Group, LLC 0.02% — 85 $26K
Compass Financial Services Inc 0.01% Add +18.8% 82 $25K
Ascentis Wealth Management, LLC 0.01% No change 81 $25K
4Thought Financial Group Inc. 0.01% No change 81 $25K
Mark Sheptoff Financial Planning, LLC 0.01% Add +6.7% 80 $25K
CNB Bank 0.01% No change 80 $24K
Kathleen S. Wright Associates Inc. 0.01% No change 75 $23K
Quaker Wealth Management, LLC 0.01% — 70 $21K
Pflug Koory, LLC 0.01% No change 65 $20K
Financial Avengers, Inc. 0.01% No change 65 $20K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 62 $19K
2UniFi Bank 0.01% No change 60 $18K
Evergreen Private Wealth LLC 0.01% No change 60 $18K
Broadwater Capital Management LLC 0.01% Add +30383.0% 17,985 $18K
WealthTrak Capital Management LLC 0.01% Reduce -38.0% 57 $17K
Thompson Investment Management, Inc. 0.00% No change 55 $17K
Alerus Financial NA 0.00% New 55 $17K
Twin Peaks Wealth Advisors, LLC 0.01% New 50 $15K
Binnacle Investments Inc 0.01% No change 50 $15K
Moser Wealth Advisors, LLC 0.01% No change 50 $15K
Bernard Wealth Management Corp. 0.01% Reduce -80.3% 50 $15K
Rise Advisors, LLC 0.01% No change 49 $15K
Comprehensive Financial Planning, Inc. 0.01% Reduce -96.0% 48 $15K
Lowe Wealth Advisors, LLC 0.01% No change 48 $15K
Rialto Wealth Management, LLC 0.00% No change 46 $14K
Dauntless Investment Group, LLC 0.06% New 45 $14K
Pinney & Scofield, Inc. 0.01% No change 41 $12K
Team Financial Group, LLC 0.01% New 41 $12K
Clarity Asset Management, Inc. 0.01% Reduce -32.7% 37 $11K
Valued Wealth Advisors LLC 0.01% No change 35 $11K
Milestone Investment Advisors LLC 0.00% No change 32 $10K
Atwood & Palmer Inc. 0.00% No change 31 $9K
Hemington Wealth Management 0.00% Add +58.8% 27 $8K
Barnes Dennig Private Wealth Management LLC 0.01% No change 26 $8K
Future Financial Wealth Managment LLC 0.00% No change 20 $6K
Graney & King, LLC 0.00% No change 20 $6K
Midwest Capital Advisors, LLC 0.00% New 20 $6K
Navigoe, LLC 0.00% New 20 $6K
REAP Financial Group, LLC 0.00% No change 18 $5K
Horizons Wealth Management 0.00% Reduce -23.8% 16 $5K
Hager Investment Management Services, LLC 0.00% Add +166.7% 16 $5K
Minot DeBlois Advisors LLC 0.00% Reduce -40.0% 15 $5K
Eisler Capital Management Ltd. 0.00% Reduce -84.9% 13 $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% No change 10 $3K
Global Wealth Strategies & Associates 0.00% No change 9 $3K
HighMark Wealth Management LLC 0.00% No change 2 $610
Prudent Man Investment Management, Inc. 0.00% No change 1 $243

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