SPDR Gold SharesGLDETF

13F holders, Q3 2025 (September 30)
2,770holders +115
218new positions
90sold out
10famous investors
$354.90avg. 13F price*

At the end of Q3 2025, 2,770 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, up 115 from Q2 2025. 218 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($4.2B), Morgan Stanley ($4.0B) and UBS Group AG ($2.4B). 10 famous investors held it, including David Einhorn (2.4% of Greenlight Capital (DME Capital Management)'s portfolio), Paul Tudor Jones (0.8% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.2% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions218$1.3B
Exits90$1.4B

All 13F filers, Q2 2025 → Q3 2025: 15,064,148 shares bought and 13,423,202 shares sold, net +1,640,946 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,770 holders

Bank of America Corp. 0.32% Add +8.2% 11,890,361 $4.2B
Morgan Stanley 0.24% Reduce -1.6% 11,354,475 $4.0B
UBS Group AG 0.47% Add +1.9% 6,747,999 $2.4B
LPL Financial LLC 0.47% Add +7.5% 4,552,349 $1.6B
Wells Fargo & Company 0.31% Add +2.3% 4,239,738 $1.5B
First Eagle Investment Management, LLC 1.64% Add +2.7% 2,531,196 $899.8M
BlackRock, Inc. 0.02% Reduce -0.4% 2,510,894 $892.5M
Raymond James Financial Inc. 0.27% Add +7.4% 2,372,843 $843.5M
Royal Bank of Canada 0.14% Reduce -5.8% 2,198,631 $781.5M
Goldman Sachs Group Inc. 0.08% Reduce -49.7% 1,586,524 $564.0M
Bank of Montreal 0.24% New 1,564,919 $556.3M
Ameriprise Financial Inc. 0.13% Add +3.4% 1,555,831 $554.1M
HighTower Advisors, LLC 0.61% Add +2.0% 1,501,749 $533.8M
Jain Global LLC 7.38% Add +790.3% 1,491,747 $530.3M
Citigroup Inc. 0.32% Add +198.2% 1,294,472 $460.1M
Comprehensive Financial Management LLC 12.46% No change 1,267,529 $450.5M
Envestnet Asset Management Inc. 0.13% Add +3.0% 1,222,891 $434.7M
Barclays PLC 0.15% Add +1.4% 1,125,376 $400.0M
JPMorgan Chase & Co. 0.03% Reduce -43.7% 1,111,339 $395.0M
Jane Street Group, LLC 0.43% Reduce -28.8% 1,024,403 $364.1M
SG Americas Securities, LLC 1.28% Add +32.0% 972,567 $345.7M
Commonwealth Equity Services, LLC 0.42% Reduce -7.4% 916,842 $325.9M
Pureheart Capital Pte Ltd. 72.24% Reduce -9.6% 909,000 $323.1M
Cetera Investment Advisers 0.38% Add +17.8% 907,793 $322.7M
State Street Corp. 0.01% Add +6.1% 906,006 $322.1M
Stifel Financial Corp. 0.28% Add +4.7% 870,976 $309.6M
Rockefeller Capital Management L.P. 0.58% Reduce -3.0% 829,055 $294.7M
BNP Paribas Financial Markets 0.23% Add +25.2% 817,719 $290.7M
US Bancorp \de 0.34% Add +3.9% 797,375 $283.4M
Orbis Allan Gray Ltd 1.20% Reduce -2.6% 789,217 $280.5M
Arizona PSPRS Trust 9.46% No change 724,052 $275.0M
Osaic Holdings, Inc. 0.37% Add +7.5% 805,601 $267.7M
Northern Trust Corp. 0.03% Add +5.1% 743,846 $264.4M
WealthNavi Inc. 2.43% Reduce -5.1% 737,988 $262.3M
PNC Financial Services Group, Inc. 0.15% Add +3.1% 694,461 $246.9M
Citadel Advisors 0.19% Reduce -17.3% 662,345 $235.4M
Harvard Management Co. Inc. 11.17% Add +98.6% 661,391 $235.1M
PPSC Investment Service Corp 18.33% Add +10.3% 650,096 $231.1M
Steward Partners Investment Advisory, LLC 1.27% Add +247.4% 623,594 $221.7M
Cambridge Investment Research Advisors, Inc. 0.59% Add +11.2% 606,191 $215.5M
Corient Private Wealth LP 0.33% Add +10.3% 588,261 $209.1M
Truist Financial Corp. 0.28% Add +2.1% 583,915 $207.6M
HSBC Holdings PLC 0.12% Add +679.4% 577,207 $204.4M
Mitsubishi UFJ Trust & Banking Corp 0.43% Add +12.7% 552,100 $196.3M
Parallax Volatility Advisers, L.P. 6.56% New 548,077 $194.8M
Sumitomo Mitsui Financial Group, Inc. 3.21% Add +7.8% 514,882 $183.0M
Starr Indemnity & Liability Co 58.55% No change 504,418 $179.3M
Arnhold LLC 14.50% No change 487,875 $173.4M
Sequoia Financial Advisors, LLC 1.05% Add +1.2% 483,951 $172.0M
Bleichroeder LP 33.05% No change 475,000 $168.8M
Northwestern Mutual Wealth Management Co. 0.11% Add +4.3% 459,476 $163.3M
Mariner, LLC 0.21% Reduce -2.0% 446,766 $158.8M
Allen Investment Management, LLC 1.76% Add +21.2% 446,363 $158.7M
Focus Partners Wealth 0.25% Add +20.8% 436,460 $157.0M
TD Asset Management Inc 0.13% Reduce -36.1% 437,618 $155.6M
MML Investors Services, LLC 0.41% Reduce -2.8% 436,254 $155.1M
Cerity Partners LLC 0.25% Add +0.4% 428,548 $152.4M
Bradley Foster & Sargent Inc. 2.21% Add +1.5% 422,412 $150.2M
Banco Bilbao Vizcaya Argentaria, S.A. 1.07% Add +5.0% 397,919 $140.4M
C V Starr & Co. Inc. 62.66% No change 381,723 $135.7M
Proficio Capital Partners LLC 9.16% Reduce -84.1% 375,221 $133.4M
Cwm, LLC 0.40% Add +7.0% 371,613 $132.1M
AlTi Global, Inc. 3.06% Reduce -2.4% 367,483 $130.6M
Kestra Advisory Services, LLC 0.59% Add +13.6% 361,542 $128.5M
FIL Ltd 0.10% Add +46.1% 354,796 $126.1M
Stenham Asset Management Ltd 71.09% Reduce -0.1% 347,832 $123.6M
Cresset Asset Management, LLC 0.51% Add +34.6% 325,197 $115.6M
Banco Santander, S.A. 1.02% Add +20.9% 322,778 $114.7M
Tudor Investment Corporation 0.77% Add +49.0% 320,898 $114.1M
Bailard, Inc. 2.44% Reduce -0.6% 315,457 $112.1M
Marshall Wace, LLP 0.12% Add +288.5% 313,884 $111.6M
Rockland Trust Co. 4.57% Reduce -2.5% 313,536 $111.5M
GLOBALT Investments LLC / GA 3.94% Reduce -1.6% 303,252 $107.8M
Cerity Partners OCIO LLC 5.35% Reduce -2.3% 294,898 $104.8M
Private Advisor Group, LLC 0.51% Reduce -5.3% 293,277 $104.3M
Prudential PLC 0.76% Add +6.9% 293,839 $103.9M
Foundations Investment Advisors, LLC 1.51% Add +23.1% 291,511 $103.6M
Lido Advisors, LLC 0.42% Add +13.5% 282,236 $100.3M
Quadrature Capital Ltd 1.18% Reduce -14.3% 281,275 $100.0M
Teacher Retirement System of Texas 0.40% Add +43.0% 279,350 $99.3M
Baird Financial Group, Inc. 0.16% Add +1.8% 277,491 $98.6M
Wealth Enhancement Advisory Services, LLC 0.14% Add +7.2% 252,427 $92.5M
Cibc World Market Inc. 0.19% Add +9.2% 257,140 $91.4M
Factory Mutual Insurance Co. 0.87% No change 252,100 $89.6M
Mercer Global Advisors Inc. 0.15% New 250,392 $87.5M
NewEdge Advisors, LLC 0.40% Add +1.0% 244,916 $87.1M
Bank of New York Mellon Corp 0.02% Add +57.8% 237,909 $84.6M
First National Trust Co 2.86% Reduce -18.3% 234,571 $83.4M
Brown Advisory Inc. 0.11% Add +0.1% 232,263 $82.6M
W1M Asset Management Ltd 5.89% Add +5.3% 231,790 $82.4M
Captrust Financial Advisors 0.17% Reduce -6.1% 230,333 $81.9M
Fullerton Fund Management Co Ltd. 3.16% Reduce -10.4% 230,053 $81.8M
BCM Advisors, LLC 15.87% Reduce -5.2% 216,432 $78.9M
iA Global Asset Management Inc. 1.07% New 219,070 $77.9M
Mesirow Financial Investment Management, Inc. 1.36% Add +1.0% 214,398 $76.2M
Rock Creek Group LLC 7.95% Add +16.9% 212,661 $75.6M
Sanctuary Advisors, LLC 0.43% Add +2.3% 209,097 $74.3M
Creative Planning 0.06% Add +12.3% 207,339 $73.7M
Atria Investments, Inc 0.84% Add +4.7% 206,835 $73.5M
Janney Montgomery Scott LLC 0.17% Add +8.3% 206,564 $73.4M
Rathbones Group PLC 0.30% Reduce -0.9% 205,882 $73.2M
Diversify Advisory Services, LLC 2.44% Reduce -20.0% 196,783 $72.6M
Jones Financial Companies LLLP 0.05% Add +18.0% 205,002 $71.1M
Synovus Financial Corp. 0.80% Reduce -0.2% 196,558 $69.9M
National Bank of Canada 0.08% Add +5.2% 196,209 $69.7M
Glenmede Investment Management, LP 0.34% Add +1.7% 195,986 $69.7M
Briaud Financial Planning Inc 22.74% Add +0.3% 195,758 $69.6M
Moody LYNN Lieberson & Walker, LLC 3.63% Reduce -3.1% 189,480 $67.4M
Dimension Capital Management LLC 9.52% Reduce -3.8% 184,111 $65.4M
Staley Capital Advisers Inc. 2.66% Reduce -0.3% 182,152 $64.7M
Hancock Whitney Corp. 1.17% Reduce -2.8% 180,618 $64.2M
Blair William & Co. 0.17% Add +23.7% 178,163 $63.3M
Fifth Third Bancorp 0.20% Reduce -2.3% 177,049 $62.9M
Scotia Capital Inc. 0.27% Add +4.3% 176,598 $62.8M
Greenlight Capital (DME Capital Management) 2.45% Add +3.4% 175,101 $62.2M
Northside Capital Management, LLC 5.59% Reduce -9.6% 172,338 $61.3M
Brookstone Capital Management 0.73% Add +2.5% 171,961 $61.1M
Equitable Holdings, Inc. 0.45% Add +10.4% 171,243 $60.9M
Tanglewood Wealth Management, Inc. 5.49% Reduce -0.4% 166,112 $59.0M
Wealthfront Advisers LLC 0.14% Add +32.9% 163,591 $58.2M
Victory Capital Management Inc. 0.03% Reduce -30.5% 161,845 $57.5M
CWA Asset Management Group, LLC 2.12% Add +47.7% 160,811 $57.2M
Trilogy Capital Inc. 2.60% Add +44.8% 158,306 $56.3M
Pictet North America Advisors SA 5.11% Add +6.4% 153,919 $54.5M
Armstrong Advisory Group, Inc. 3.80% Add +2.3% 151,396 $53.8M
Hollencrest Capital Management 1.94% Add +83.4% 150,992 $53.7M
Pinkerton Wealth, LLC 5.54% Add +7.5% 144,999 $51.5M
Rice Partnership, LLC 7.21% Reduce -0.4% 142,874 $50.8M
Oakworth Capital, Inc. 2.90% Add +3.8% 141,327 $50.2M
Comerica Bank 0.19% Reduce -0.0% 140,003 $49.8M
TD Waterhouse Canada Inc. 0.32% Reduce -2.7% 136,868 $48.9M
Toronto Dominion Bank 0.10% Add +2397.2% 196,925 $48.8M
Independent Advisor Alliance 1.26% Add +25.3% 136,358 $48.5M
Redhawk Wealth Advisors, Inc. 5.49% Reduce -18.6% 132,935 $47.3M
Alamea Verwaltungs GmbH 31.83% No change 131,069 $46.6M
L & S Advisors Inc 4.98% Add +9155.0% 130,865 $46.5M
WS Management LLLP 7.13% No change 130,678 $46.5M
Millennium Management 0.04% Add +413.5% 130,323 $46.3M
Concurrent Investment Advisors, LLC 0.80% Reduce -3.3% 130,168 $46.3M
AQR Capital Management 0.03% Add +8.6% 129,927 $46.2M
Beacon Pointe Advisors, LLC 0.39% Add +7.8% 129,721 $46.1M
SMI Advisory Services, LLC 8.61% Reduce -5.3% 127,316 $45.5M
Bleakley Financial Group, LLC 1.04% Reduce -2.1% 126,681 $45.0M
Keybank National Association 0.16% Reduce -4.0% 125,755 $44.7M
&partners 0.29% Add +8.0% 125,581 $44.6M
Richard C. Young & CO., LTD. 4.05% Reduce -3.0% 122,710 $43.6M
Mackenzie Financial Corp. 0.05% Reduce -8.0% 122,142 $43.4M
Wellington Management Group LLP 0.01% Reduce -19.2% 121,135 $43.1M
Ieq Capital, LLC 0.13% Add +11.7% 118,382 $42.1M
Two Sigma Investments, LP 0.07% New 118,334 $42.1M
Squarepoint Ops LLC 0.09% Add +284.1% 116,848 $41.5M
Prospera Financial Services Inc 0.71% Add +16.1% 116,574 $41.4M
Walleye Trading LLC 0.66% New 116,012 $41.2M
Townsend & Associates, Inc 3.88% Add +3.0% 105,197 $40.9M
Allworth Financial LP 0.18% Reduce -1.3% 113,979 $40.5M
Sapient Capital LLC 0.62% Add +9.5% 113,459 $40.0M
Curi Capital, LLC 0.73% Add +130.1% 112,122 $39.9M
Manufacturers Life Insurance Company, The 0.03% Add +12.0% 109,949 $39.1M
Kestra Private Wealth Services, LLC 0.51% Add +2.3% 109,586 $39.0M
Franklin Resources Inc. 0.01% Add +14.2% 107,114 $38.1M
Portfolio Design Labs, LLC 6.43% Reduce -24.6% 105,304 $37.4M
M&T Bank Corp 0.13% Add +14.3% 104,751 $37.2M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +11.9% 104,535 $37.2M
Chesley Taft & Associates LLC 1.56% Reduce -4.3% 103,680 $36.9M
Advisory Services Network, LLC 0.54% Reduce -2.1% 102,958 $36.6M
MinichMacGregor Wealth Management, LLC 7.09% Add +40.5% 102,235 $36.3M
AMG National Trust Bank 0.88% Reduce -2.9% 101,867 $36.2M
D. Scott Neal, Inc. 16.72% Reduce -0.8% 101,674 $36.1M
Lazard Asset Management LLC 0.05% Add +1.3% 100,901 $35.9M
Marathon Trading Investment Management LLC 15.40% New 100,549 $35.7M
BlueCrest Capital Management Ltd 2.57% Add +111.0% 100,175 $35.6M
Stonebridge Financial Group, LLC 3.11% Add +0.5% 99,478 $35.4M
True Freedom Investing, LLC 12.44% Add +3.0% 98,047 $34.9M
Oppenheimer & Co. Inc. 0.42% Add +9.3% 96,515 $34.3M
Cercano Management LLC 1.32% Reduce -4.0% 96,309 $34.2M
Ashton Thomas Private Wealth, LLC 0.88% Add +46.9% 95,035 $33.8M
Susquehanna International Group, LLP 0.05% Reduce -88.7% 94,696 $33.7M
Vista Finance, LLC 22.14% Add +14.3% 93,695 $33.3M
Brevan Howard Capital Management LP 0.48% New 93,000 $33.1M
Pinebridge Investments, L.P. 0.24% Add +74.6% 92,501 $32.9M
Elevation Point Wealth Partners, LLC 2.29% Add +325.3% 92,377 $32.8M
Qube Research & Technologies Ltd 0.05% Add +60.3% 91,884 $32.7M
Neuberger Berman Group LLC 0.02% Add +14.3% 90,927 $32.3M
Envestnet Portfolio Solutions, Inc. 0.12% Add +0.9% 90,898 $32.3M
Keel Point, LLC 1.98% Add +6.8% 90,682 $32.2M
Intrua Financial, LLC 3.76% Add +8.6% 90,353 $32.1M
Sicart Associates LLC 8.65% Add +0.2% 89,825 $31.9M
Pinnacle Financial Partners Inc 0.74% Add +4.4% 87,296 $31.0M
Insigneo Advisory Services, LLC 2.18% Add +15.1% 87,070 $31.0M
Benjamin Edwards Inc. 0.35% Add +132.3% 86,575 $30.8M
SCS Capital Management LLC 0.34% Reduce -0.1% 86,490 $30.7M
Strategic Wealth Investment Group, LLC 2.57% Add +2742.7% 85,793 $30.5M
Renaissance Technologies 0.04% Add +103.8% 85,600 $30.4M
Ascent Group, LLC 1.07% Reduce -23.2% 85,229 $30.3M
Evelyn Partners Asset Management Ltd 6.79% Add +6.8% 84,665 $30.1M
Federation des caisses Desjardins du Quebec 0.12% Add +6.4% 84,548 $30.1M
Essex Financial Services, Inc. 1.78% Reduce -5.8% 83,767 $29.8M
Mirae Asset Global Investments Co., Ltd. 0.09% Add +12.9% 82,997 $29.5M
Mader & Shannon Wealth Management, Inc. 14.45% Add +1.5% 82,959 $29.5M
Hilltop Holdings Inc. 1.55% Reduce -11.8% 82,488 $29.3M
Independent Financial Group, LLC 0.70% Add +11.5% 82,386 $29.3M
D.A. Davidson & Co. 0.19% Add +33.3% 81,414 $28.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.75% Add +4.1% 81,391 $28.9M
S&co Inc. 1.75% No change 80,565 $28.6M
Cobalt Capital Management, Inc. 13.07% Add +14.3% 80,000 $28.4M
Integrated Wealth Concepts LLC 0.25% Add +4.4% 79,704 $28.3M
Vigilare Wealth Management 9.80% Add +17.9% 79,584 $28.3M
AlphaCore Capital LLC 0.95% Reduce -27.4% 79,523 $28.3M
Act Wealth Management, LLC 9.83% Add +6.2% 78,871 $28.0M
Gitterman Wealth Management, LLC 6.37% Reduce -1.5% 78,262 $27.8M
Clifford Swan Investment Counsel LLC 0.92% Add +1.7% 77,769 $27.6M
Rothschild Capital Partners, LLC 6.53% Add +0.1% 77,733 $27.6M
Lee Financial Co 3.47% Reduce -0.3% 77,641 $27.6M
Riggs Asset Managment Co. Inc. 5.98% Add +11.0% 77,630 $27.6M
Dynamic Advisor Solutions LLC 0.80% Reduce -4.3% 77,280 $27.5M
Janney Capital Management LLC 1.71% Reduce -3.7% 77,255 $27.5M
NorthCoast Asset Management LLC 0.11% Add +9.5% 76,484 $27.2M
Commerce Bank 0.15% Reduce -2.3% 75,983 $27.0M
Evercore Wealth Management, LLC 0.39% Reduce -0.6% 75,393 $26.8M
Csenge Advisory Group 1.27% Add +0.9% 74,917 $26.6M
First Horizon Corp. 1.25% — 74,888 $26.6M
WNY Asset Management, LLC 2.56% Add +2.4% 74,694 $26.6M
Northcape Wealth Management, LLC 7.72% Add +0.4% 74,398 $26.4M
Vestmark Advisory Solutions, Inc. 0.50% Add +1416.1% 74,365 $26.4M
Catawba River Capital 11.99% Add +0.3% 74,339 $26.4M
Perigon Wealth Management, LLC 0.54% Add +29.4% 74,074 $26.3M
W1M Investment Management Ltd 0.34% Add +2.3% 73,917 $26.3M
CENTRAL TRUST Co 0.55% Add +0.5% 73,765 $26.2M
Baldwin Wealth Partners LLC 1.66% Add +10.4% 71,843 $25.5M
Polymer Capital Management (HK) LTD 3.54% Add +43.4% 71,639 $25.5M
Pine Ridge Advisers LLC 1.74% No change 71,225 $25.3M
SBI Securities Co., Ltd. 0.65% Add +16.0% 71,182 $25.3M
Pathstone Holdings, LLC 0.10% Add +33.1% 110,422 $25.2M
Alliancebernstein L.P. 0.01% Reduce -19.6% 70,900 $25.2M
AE Wealth Management LLC 0.16% Reduce -3.7% 70,859 $25.2M
Private Wealth Advisors, LLC 9.48% Reduce -1.9% 70,808 $25.2M
Verition Fund Management LLC 0.15% Add +303.3% 69,832 $24.8M
K2 Principal Fund, L.P. 8.88% Add +614.6% 69,646 $24.8M
Twin Tree Management, LP 1.16% Add +40.2% 69,607 $24.7M
Fifth Third Securities, Inc. 1.69% Reduce -9.2% 69,463 $24.7M
Prelude Capital Management, LLC 1.93% Add +7.8% 69,454 $24.7M
Tocqueville Asset Management L.P. 0.36% Add +3.4% 69,043 $24.5M
Twin Focus Capital Partners, LLC 3.11% Add +0.2% 68,925 $24.5M
Cubist Systematic Strategies, LLC 0.34% New 68,007 $24.2M
Guggenheim Capital LLC 0.18% Reduce -1.2% 67,889 $24.1M
Innovative Advisory Group, LLC 15.83% Reduce -2.5% 67,846 $24.1M
Bedell Frazier Investment Counselling, LLC 4.94% Reduce -2.7% 67,646 $24.0M
Arkos Global Advisors 3.02% Reduce -1.2% 66,633 $23.7M
Stratos Wealth Partners, LTD. 0.28% Reduce -9.3% 66,378 $23.6M
HB Wealth Management, LLC 0.16% Add +17.7% 66,182 $23.5M
Measured Wealth Private Client Group, LLC 6.28% Add +2.0% 65,590 $23.3M
Consolidated Capital Management, LLC 8.11% Add +9.4% 64,411 $22.9M
Waverly Advisors, LLC 0.23% Add +1.6% 64,354 $22.9M
Bank of Nova Scotia 0.04% Add +29.4% 64,322 $22.9M
DSG Capital Advisors, LLC 3.64% Reduce -9.3% 64,230 $22.8M
Edmond DE Rothschild Holding S.A. 0.35% Add +0.4% 64,200 $22.8M
AdvisorNet Financial, Inc 1.29% Reduce -5.4% 64,120 $22.8M
Meridian Wealth Management, LLC 0.87% Add +34.9% 63,697 $22.6M
Omnia Family Wealth, LLC 7.21% Add +2.6% 62,434 $22.2M
Exencial Wealth Advisors, LLC 0.72% Reduce -1.9% 61,878 $22.0M
GC Wealth Management RIA, LLC 0.71% Add +391.7% 60,802 $21.6M
Evolution Wealth Advisors, LLC 2.89% Add +3.5% 60,609 $21.5M
Harbour Investments, Inc. 0.49% Reduce -1.5% 60,451 $21.5M
Bright Financial Advisors, Inc. 10.47% Reduce -0.8% 60,250 $21.4M
PFG Advisors 0.88% Add +2.3% 60,206 $21.4M
ARS Wealth Advisors Group, LLC 2.11% Reduce -2.1% 60,101 $21.4M
Checchi Capital Advisers, LLC 1.45% Reduce -2.2% 59,429 $21.1M
Sarasin & Partners LLP 0.21% Reduce -0.2% 59,701 $21.0M
Level Four Advisory Services, LLC 0.72% Reduce -4.5% 59,088 $21.0M
SKY-Mountain Capital Management, Inc. 14.59% Add +3.3% 55,392 $20.9M
Kingsview Wealth Management, LLC 0.32% Add +18.6% 58,692 $20.9M
James Hambro & Partners LLP 0.74% Add +6.9% 58,542 $20.8M
Sigma Planning Corp 0.59% Reduce -6.6% 58,242 $20.7M
Stratos Wealth Advisors, LLC 0.99% Add +1.2% 57,961 $20.6M
Ball & Co Wealth Management Inc. 13.66% Reduce -1.9% 57,758 $20.5M
Evoke Wealth, LLC 0.43% Add +5.7% 57,675 $20.5M
Corecam Pte. Ltd. 10.92% Reduce -19.4% 57,570 $20.5M
Vontobel Holding Ltd. 0.06% Add +3.5% 57,412 $20.4M
Arkadios Wealth Advisors 0.50% Add +12.8% 57,348 $20.4M
Mgo One Seven LLC 0.47% Reduce -12.3% 56,719 $20.2M
CIBC Private Wealth Group LLC 0.03% Add +0.5% 56,401 $20.0M
Wealthspire Advisors, LLC 0.10% Add +6.9% 56,150 $20.0M
RS Crum Inc. 4.43% Add +1.8% 56,055 $19.9M
FFG Partners, LLC 5.40% Reduce -4.3% 56,016 $19.9M
Gruss & Co., LLC 51.88% Add +86.7% 56,000 $19.9M
IHT Wealth Management, LLC 0.50% Add +15.8% 55,850 $19.9M
Knollwood Investment Advisory, LLC 1.78% No change 55,631 $19.8M
First National Corp. /Ma/ 3.70% Reduce -9.4% 54,862 $19.5M
LMR Partners LLP 0.37% Add +2960.9% 54,790 $19.5M
Pettinga Financial Advisors LLC 3.69% Add +1.7% 53,288 $18.9M
Evelyn Partners Investment Management (Europe) Ltd 6.55% Add +12.1% 53,145 $18.9M
Impact Partnership Wealth, LLC 2.79% Add +16.9% 52,788 $18.8M
Summit Financial, LLC 0.29% Reduce -24.5% 52,740 $18.7M
J.W. Cole Advisors, Inc. 0.36% Add +7.7% 52,622 $18.7M
TD Private Client Wealth LLC 0.42% Add +2.1% 52,289 $18.6M
Fidelis Capital Partners, LLC 1.45% Add +1.8% 52,156 $18.5M
Wolverine Trading, LLC 0.37% Reduce -56.7% 52,482 $18.5M
Parallel Advisors, LLC 0.34% Add +6.7% 51,572 $18.3M
Snowden Capital Advisors LLC 0.50% Add +0.4% 51,496 $18.3M
Acorn Creek Capital LLC 6.85% Add +5.7% 51,043 $18.1M
Westover Capital Advisors, LLC 3.33% Reduce -2.4% 50,640 $18.0M
Hamilton Wealth, LLC 3.75% Reduce -0.6% 50,588 $18.0M
Jacobi Capital Management LLC 1.09% Add +130.5% 90,486 $17.9M
MAI Capital Management 0.11% Add +5.4% 50,373 $17.9M
Intrepid Family Office LLC 16.07% Reduce -16.7% 50,000 $17.8M
Intrinsic Edge Capital Management LLC 2.70% No change 50,000 $17.8M
J.Safra Asset Management Corp 1.07% Add +12.6% 49,726 $17.7M
Ellsworth Advisors, LLC 3.76% Add +2.4% 45,474 $17.6M
Assetmark, Inc. 0.04% Reduce -19.7% 49,364 $17.5M
Nwam LLC 0.94% Add +7.1% 43,129 $17.3M
Fiduciary Trust Co 0.20% Add +4.5% 48,762 $17.3M
Bank of New Hampshire 3.98% Add +0.7% 48,629 $17.3M
Marshall Investment Management, LLC 9.12% Add +1351.0% 48,477 $17.2M
Ethos Financial Group, LLC 1.35% Add +18.6% 48,213 $17.1M
Violich Capital Management, Inc. 2.03% Add +5.2% 47,898 $17.0M
Thomist Capital Management, LP 5.31% Add +228.6% 48,300 $17.0M
Menlo Advisors LLC 8.07% Reduce -1.4% 47,803 $17.0M
Your Advocates Ltd., LLP 5.66% Reduce -3.1% 47,530 $16.9M
Wallington Asset Management, LLC 2.18% Reduce -0.4% 47,305 $16.8M
Shufro Rose & Co. LLC 1.38% Reduce -5.3% 58,206 $16.8M
BTG Pactual Asset Management US LLC 1.99% Add +23.1% 47,138 $16.8M
Robertson Stephens Wealth Management, LLC 0.50% Add +17.4% 47,018 $16.7M
Cynosure Group, LLC 1.81% No change 46,945 $16.7M
Park Avenue Securities LLC 0.13% Add +1.5% 46,646 $16.6M
Invesco Ltd. 0.00% Add +2220.0% 46,400 $16.5M
Levin Capital Strategies, L.P. 1.51% Add +1.6% 46,199 $16.4M
Red Cedar Investment Management, LLC 1.92% No change 46,056 $16.4M
Motco 1.49% Reduce -1.1% 45,838 $16.3M
Lake Hills Wealth Management, LLC 8.64% Add +95.3% 45,502 $16.2M
Horizon Wealth Management, LLC 2.36% Reduce -1.9% 45,276 $16.1M
KADENSA CAPITAL Ltd 1.66% Add +5.8% 45,234 $16.1M
First Manhattan Co. Llc. 0.04% Add +29.0% 45,009 $16.0M
Reyes Financial Architecture, Inc. 10.86% Add +650.2% 44,987 $16.0M
Stonehage Fleming Financial Services Holdings Ltd 0.45% No change 44,696 $15.9M
BBR Partners, LLC 0.91% Add +195.3% 44,527 $15.8M
Avalon Capital Management 3.87% Reduce -1.9% 44,372 $15.8M
First Trust Bank, Ltd. 35.99% No change 44,270 $15.7M
Royal Fund Management, LLC 1.89% Add +17.6% 44,175 $15.7M
Brown Brothers Harriman & Co. 0.10% Add +8.1% 43,922 $15.6M
Oliver Luxxe Assets LLC 2.47% Reduce -0.1% 43,873 $15.6M
Carr Financial Group Corp 4.28% Add +146.0% 43,813 $15.6M
FWL Investment Management, LLC 4.06% Add +4.9% 43,772 $15.6M
Global Retirement Partners, LLC 0.35% Reduce -7.7% 43,707 $15.5M
Palumbo Wealth Management LLC 4.95% Reduce -17.1% 43,599 $15.5M
1 North Wealth Services LLC 6.29% Reduce -0.5% 43,218 $15.4M
Integrated Advisors Network LLC 0.64% Add +18.5% 43,055 $15.3M
Perennial Advisors, LLC 2.64% Reduce -0.6% 42,802 $15.2M
Harvest Investment Services, LLC 3.05% Add +5.1% 42,648 $15.2M
Union Bancaire Privee, UBP SA 0.22% Add +22.7% 28,354 $15.1M
Itau Unibanco Holding S.A. 0.51% Reduce -65.9% 43,574 $15.1M
Clearstead Advisors, LLC 0.22% Add +26.9% 42,503 $15.1M
ICONIQ Capital, LLC 0.19% No change 42,127 $15.0M
Ascent Wealth Partners, LLC 1.73% Add +5.9% 41,975 $14.9M
Ballentine Partners, LLC 0.21% Add +2.2% 41,954 $14.9M
DAVENPORT & Co LLC 0.08% Reduce -1.5% 41,929 $14.9M
Hunting Hill Global Capital, LLC 5.61% Reduce -19.7% 41,886 $14.9M
Client First Capital LLC 6.63% Add +0.4% 41,872 $14.9M
Centaurus Financial, Inc. 0.70% Add +9.1% 41,764 $14.8M
Bfsg, LLC 1.44% Reduce -0.3% 41,685 $14.8M
Gladstone Institutional Advisory LLC 0.57% Add +4.8% 41,549 $14.8M
XML Financial, LLC 1.20% Reduce -7.3% 41,436 $14.7M
Fourpath Capital Management, LLC 2.09% Reduce -0.5% 41,411 $14.7M
Credit Agricole S A 0.05% — 41,361 $14.7M
B. Riley Wealth Advisors, Inc. 0.71% Reduce -16.7% 41,320 $14.7M
Benson Investment Management Company, Inc. 5.04% Add +0.6% 41,302 $14.7M
Three Bridge Wealth Advisors, LLC 3.78% Add +8.2% 41,297 $14.7M
Greenbush Financial Group, LLC 5.60% Add +3.4% 41,089 $14.6M
TSP Capital Management Group, LLC 3.91% New 41,069 $14.6M
Belpointe Asset Management LLC 0.56% Reduce -1.3% 40,975 $14.6M
Prairie Wealth Advisors, Inc. 5.94% Add +3.1% 40,728 $14.5M
Lyell Wealth Management, LP 1.07% Add +2.0% 40,614 $14.4M
Bank Pictet & Cie (Europe) AG 0.29% Add +26.9% 40,482 $14.3M
Axxcess Wealth Management, LLC 0.30% Reduce -0.1% 40,086 $14.2M
Humankind Investments LLC 3.26% No change 40,000 $14.2M
Sassicaia Capital Advisers LLC 6.27% New 39,567 $14.1M
GenTrust, LLC 0.64% Reduce -1.6% 39,563 $14.1M
Brown University 8.30% No change 39,500 $14.0M
Choate Investment Advisors 0.29% Add +0.1% 39,301 $14.0M
Strategic Investment Management, LLC 7.54% Reduce -6.7% 39,210 $13.9M
Apollon Wealth Management, LLC 0.25% Add +10.8% 39,144 $13.9M
Symphony Financial, Ltd. Co. 1.69% Reduce -2.1% 39,276 $13.9M
OmniStar Financial Group, Inc. 8.37% Add +18.3% 38,853 $13.8M
Bulltick Wealth Management, LLC 3.25% Add +698.5% 38,728 $13.8M
Blue Fin Capital, Inc. 2.15% Add +0.1% 38,432 $13.7M
Fortis Group Advisors, LLC 2.34% Add +2.4% 36,967 $13.6M
CoreCap Advisors, LLC 0.49% Reduce -7.1% 37,956 $13.5M
CreativeOne Wealth, LLC 0.33% Add +2.6% 37,621 $13.4M
Janus Henderson Group PLC 0.01% No change 37,479 $13.3M
ArrowMark Colorado Holdings LLC 0.25% Reduce -81.3% 37,472 $13.3M
Parsons Capital Management Inc. 0.76% Add +1.2% 37,453 $13.3M
Cadence Wealth Management LLC 6.95% Add +1.5% 37,321 $13.3M
GAMCO Investors 0.13% Reduce -1.3% 37,206 $13.2M
Southeast Asset Advisors, LLC 1.43% Add +0.8% 37,053 $13.2M
Thrivent Financial for Lutherans 0.03% Reduce -58.3% 36,878 $13.1M
U.S. Capital Wealth Advisors, LLC 0.35% Add +14.4% 36,818 $13.1M
VestGen Advisors, LLC 0.43% Add +45.4% 36,641 $13.0M
Neumeier Poma Investment Counsel LLC 1.07% Add +51.6% 36,636 $13.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.53% Add +19.4% 36,470 $13.0M
Fortis Capital Management LLC 1.82% Reduce -1.3% 36,432 $13.0M
Three Seasons Wealth, LLC 1.27% Add +0.5% 36,001 $12.8M
swisspartners Advisors Ltd 10.45% No change 35,690 $12.7M
IronBridge Private Wealth, LLC 4.01% Add +459.3% 35,761 $12.7M
Peapack Gladstone Financial Corp. 0.17% Add +0.3% 35,751 $12.7M
Cassia Capital Partners, LLC 6.93% Add +4.2% 35,730 $12.7M
Geneva Partners, LLC 4.61% Add +316.0% 35,525 $12.6M
Capula Management Ltd 0.09% New 35,427 $12.6M
Larson Financial Group LLC 0.44% Reduce -3.1% 35,358 $12.6M
E&G Advisors, LLC 2.91% Add +9.7% 35,152 $12.5M
Sterling Investment Management, LLC 7.50% Reduce -0.4% 35,130 $12.5M
Nicholson Meyer Capital Management, Inc. 9.59% Reduce -0.9% 35,095 $12.5M
Nations Financial Group Inc, /Ia/ 0.78% Add +2.4% 35,083 $12.5M
Marex Group Ltd 0.15% Add +380.8% 35,044 $12.5M
Scarborough Advisors, LLC 2.19% Reduce -1.9% 34,970 $12.4M
OMC Financial Services LTD 4.60% Reduce -0.4% 34,872 $12.4M
PCG Wealth Advisors, LLC 3.60% Reduce -0.9% 34,735 $12.3M
Summit Trail Advisors, LLC 0.17% Add +23.8% 34,531 $12.3M
Alexis Investment Partners, LLC 1.05% Add +13.1% 34,791 $12.3M
Marks Wealth, LLC 3.79% New 34,500 $12.3M
Bokf, NA 0.18% Reduce -2.2% 34,098 $12.1M
Schonfeld Strategic Advisors LLC 0.08% New 34,041 $12.1M
DDFG, Inc 2.79% Reduce -8.5% 33,942 $12.1M
Members Advisory Group LLC 4.26% Add +24.4% 33,866 $12.0M
Andrew Hill Investment Advisors, Inc. 9.33% Add +3.6% 33,732 $12.0M
Citizens Financial Group Inc. 0.16% Add +20.7% 33,499 $11.9M
Zweig-DiMenna Associates LLC 0.91% Reduce -35.1% 33,020 $11.7M
Lokken Investment Group LLC 4.02% Reduce -4.3% 32,961 $11.7M
Spire Wealth Management 0.40% Add +13.3% 32,805 $11.7M
Merit Financial Group, LLC 0.11% Add +19.0% 32,585 $11.6M
Stock Yards Bank & Trust Co. 0.36% Reduce -0.2% 32,573 $11.6M
Graybill Wealth Management, LTD. 3.55% Add +0.8% 32,459 $11.5M
Narus Financial Partners, LLC 3.15% Add +9.6% 32,441 $11.5M
Senator Investment Group LP 0.42% Add +53.6% 32,296 $11.5M
Sugar Maple Asset Management, LLC 8.17% Reduce -10.7% 32,146 $11.4M
Stephens Inc. 0.14% Reduce -5.1% 31,583 $11.4M
Helios Capital Management Pte. Ltd. 7.71% No change 32,000 $11.4M
Knoll Capital Management, LLC 6.10% No change 32,000 $11.4M
Great Valley Advisor Group, Inc. 0.23% Add +7.8% 31,857 $11.3M
Trek Financial, LLC 0.67% Add +5.7% 31,754 $11.3M
Cardiff Park Advisors, LLC 0.87% New 31,709 $11.3M
OneDigital Investment Advisors LLC 0.11% Add +4.1% 31,332 $11.1M
Park Edge Advisors, LLC 2.57% Add +8.1% 31,331 $11.1M
Compass Wealth Management, LLC 4.92% Reduce -0.3% 31,282 $11.1M
Quantum Capital Management, LLC / NJ 1.22% Reduce -0.8% 31,247 $11.1M
Canton Hathaway, LLC 2.13% Reduce -17.7% 31,163 $11.1M
United Asset Strategies, Inc. 0.89% Reduce -0.8% 31,136 $11.1M
PFG Investments, LLC 0.57% Add +1.1% 31,005 $11.0M
Redwood Park Advisors LLC 8.20% Reduce -0.7% 31,001 $11.0M
Jaffetilchin Investment Partners, LLC 0.66% Reduce -0.3% 30,996 $11.0M
Mainstay Capital Management LLC 1.10% Reduce -28.6% 30,924 $11.0M
Financial Engines Advisors L.L.C. 0.02% Add +203.2% 30,839 $11.0M
LFA - Lugano Financial Advisors SA 5.74% Add +6.4% 30,638 $10.9M
Walleye Capital LLC 0.10% Reduce -77.9% 30,547 $10.9M
Mutual Advisors, LLC 0.24% Add +26.5% 28,666 $10.9M
Bessemer Group Inc. 0.02% Reduce -9.6% 30,538 $10.9M
Circle Wealth Management, LLC 0.21% Add +0.4% 30,429 $10.8M
Aspire Capital Advisors LLC 2.66% Reduce -16.5% 30,365 $10.8M
Focus Financial Network, Inc. 0.38% Add +6.7% 30,213 $10.7M
Strategic Blueprint, LLC 0.47% Add +36.0% 29,966 $10.7M
Independent Family Office, LLC 4.48% Reduce -4.2% 29,808 $10.6M
Conservest Capital Advisors, Inc. 0.97% Add +0.5% 29,631 $10.5M
Gunderson Capital Management LLC 3.87% Add +10.2% 29,556 $10.5M
Florida Trust Wealth Management Co 0.30% Add +9.5% 29,536 $10.5M
Atlantic Union Bankshares Corp 0.20% Reduce -1.9% 29,441 $10.5M
Patten & Patten Inc. 0.61% Add +33.6% 29,318 $10.4M
FineMark National Bank & Trust 0.34% Add +2.5% 29,187 $10.4M
Trivium Point Advisory, LLC 1.05% Add +7.9% 28,891 $10.3M
Clear Creek Financial Management, LLC 0.89% Add +82.4% 28,889 $10.3M
Nvwm, LLC 2.30% Reduce -0.5% 28,784 $10.2M
Blue Trust, Inc. 0.11% Add +3.0% 28,503 $10.1M
1834 Investment Advisors Co. 1.24% Reduce -2.0% 28,433 $10.1M
Genesis Private Wealth, LLC 4.24% Add +0.7% 28,378 $10.1M
waypoint wealth counsel 3.97% Reduce -2.0% 28,267 $10.0M
North Star Investment Management Corp. 0.65% Reduce -0.4% 28,254 $10.0M
Corepath Wealth Partners LLC 7.28% Reduce -4.2% 27,540 $10.0M
Sovran Advisors, LLC 0.89% Reduce -18.6% 27,053 $10.0M
Aspect Partners, LLC 4.53% Reduce -1.4% 28,090 $10.0M
Rainey & Randall Wealth Advisors Inc. 1.65% New 27,781 $9.9M
Lifeworks Advisors, LLC 1.32% Add +24.3% 27,772 $9.9M
Strategic Financial Services, Inc. 0.50% Reduce -2.9% 27,762 $9.9M
Eagle Strategies LLC 1.32% Add +34.3% 27,674 $9.8M
China Universal Asset Management Co., Ltd. 0.81% Reduce -5.0% 27,662 $9.8M
Joel Isaacson & Co., LLC 0.35% Add +0.3% 27,656 $9.8M
Dakota Wealth Management 0.20% Add +9.9% 27,605 $9.8M
Phoenix Financial Ltd. 0.12% Reduce -19.2% 27,596 $9.8M
Biltmore Wealth Management, LLC 3.74% Reduce -6.3% 27,546 $9.8M
Harvest Fund Management Co., Ltd 0.41% Reduce -23.9% 27,539 $9.8M
Geneos Wealth Management Inc. 0.25% Reduce -9.9% 27,489 $9.8M
Syon Capital LLC 0.52% Reduce -7.6% 27,358 $9.7M
Altfest L J & Co. Inc. 1.08% Reduce -25.8% 27,341 $9.7M
Associated Banc-Corp 0.26% Reduce -4.6% 27,273 $9.7M
Sharp Wealth Advisory, LLC 5.25% Add +11.3% 27,167 $9.7M
Capital Wealth Planning, LLC 0.07% Add +143.8% 26,972 $9.6M
Ssa Swiss Advisors AG 4.43% Add +14.8% 26,812 $9.5M
Wealthcare Advisory Partners LLC 0.20% Add +7.2% 26,783 $9.5M
World Investment Advisors 0.19% Reduce -4.3% 26,627 $9.5M
Capital Investment Advisory Services, LLC 0.75% Reduce -3.4% 26,550 $9.4M
Savant Capital, LLC 0.06% Add +15.7% 26,306 $9.4M
Skylands Capital, LLC 1.29% Reduce -6.9% 26,275 $9.3M
CPR Investments Inc. 6.43% Reduce -4.8% 26,261 $9.3M
Journey Advisory Group, LLC 0.69% Add +2.8% 26,091 $9.3M
Moneco Advisors, LLC 0.77% Add +0.8% 25,919 $9.2M
Princeton Global Asset Management LLC 1.53% Reduce -0.6% 25,861 $9.2M
CMT Capital Markets Trading GmbH 3.78% New 25,625 $9.1M
Greykasell Wealth Strategies, Inc. 3.82% Add +0.1% 25,519 $9.1M
Ingalls & Snyder LLC 0.30% No change 25,436 $9.0M
FMR LLC 0.00% Add +6.0% 25,407 $9.0M
Van Hulzen Asset Management, LLC 0.67% Reduce -4.5% 25,382 $9.0M
Rehmann Capital Advisory Group 0.49% Add +4.8% 25,325 $9.0M
Barry Investment Advisors, LLC 2.06% Reduce -1.9% 25,132 $8.9M
Prime Capital Investment Advisors, LLC 0.11% Add +1.1% 24,985 $8.9M
Strategic Investment Solutions, Inc. 2.34% Add +98.7% 24,901 $8.9M
Western Wealth Management, LLC 0.47% Add +6.4% 24,896 $8.8M
NewEdge Wealth, LLC 0.13% Reduce -4.6% 24,094 $8.8M
Ausdal Financial Partners, Inc. 0.43% Add +6.8% 24,778 $8.8M
Basso Capital Management, L.P. 5.86% Add +4.0% 24,603 $8.7M
Arax Advisory Partners 0.13% Add +435.7% 24,553 $8.7M
Cranbrook Wealth Management, LLC 1.74% Reduce -5.5% 24,440 $8.7M
Innova Wealth Partners 4.69% Reduce -2.3% 24,393 $8.7M
Tamar Securities, LLC 0.99% Add +2.4% 24,346 $8.7M
Schwartz Investment Counsel Inc. 0.29% No change 24,344 $8.7M
Quantinno Capital Management LP 0.02% Add +11.9% 24,327 $8.6M
Petra Financial Advisors Inc. 5.03% Add +4.4% 24,284 $8.6M
BNC Wealth Management, LLC 2.17% Add +3231.2% 24,151 $8.6M
LS Investment Advisors, LLC 1.21% Reduce -0.8% 24,088 $8.6M
Arete Wealth Advisors, LLC 0.53% Reduce -51.7% 23,998 $8.5M
Cary Street Partners Financial LLC 0.22% Add +3.7% 23,976 $8.5M
IFG Advisory, LLC 0.39% Add +56.0% 23,959 $8.5M
Whittier Trust Co. 0.10% Add +20.3% 23,758 $8.5M
Grove Bank & Trust 0.99% Add +5.4% 23,854 $8.5M
Composition Wealth, LLC 0.13% Add +139.4% 23,549 $8.4M
Oxler Private Wealth LLC 2.42% Add +0.1% 23,379 $8.3M
Wedbush Securities Inc. 0.27% Add +6.5% 23,264 $8.3M
Fairview Capital Investment Management, LLC 0.42% Reduce -4.0% 23,252 $8.3M
Luminist Capital LLC 7.16% Add +7.5% 22,957 $8.2M
Beacon Capital Management, Inc. 0.39% Reduce -0.1% 22,970 $8.2M
OneAscent Financial Services LLC 0.54% Reduce -3.5% 22,929 $8.2M
Tidal Investments LLC 0.03% Add +109.8% 22,767 $8.1M
Yarbrough Capital, LLC 0.25% New 22,747 $8.1M
Aptus Capital Advisors, LLC 0.07% Reduce -4.0% 22,695 $8.1M
Stonehearth Capital Management, LLC 3.09% Reduce -20.7% 22,478 $8.0M
Becker Capital Management Inc. 0.23% Reduce -0.2% 22,392 $8.0M
National Philanthropic Trust 0.09% Add +11.9% 22,354 $7.9M
Farther Finance Advisors, LLC 0.12% Add +21.0% 22,310 $7.9M
Muhlenkamp & Co. Inc. 2.15% Reduce -0.3% 22,242 $7.9M
Williams Jones Wealth Management, LLC. 0.09% Add +3.4% 22,190 $7.9M
TCTC Holdings, LLC 0.23% Reduce -2.2% 21,907 $7.8M
Versant Capital Management, Inc 1.06% Reduce -2.2% 21,892 $7.8M
Brookwood Investment Group LLC 1.00% Reduce -13.1% 21,839 $7.8M
Financial Advocates Investment Management 4.36% Reduce -57.7% 21,837 $7.8M
Flagship Harbor Advisors, LLC 0.34% Add +12.2% 21,717 $7.7M
Freestone Capital Holdings, LLC 0.24% Add +39.3% 21,698 $7.7M
Jefferies Financial Group Inc. 0.07% Add +303.3% 21,691 $7.7M
Koshinski Asset Management, Inc. 0.55% Reduce -4.4% 21,521 $7.7M
Total Wealth Planning, LLC 0.88% Add +14.4% 21,457 $7.6M
WealthBridge Capital Management, LLC 1.79% Add +0.8% 21,410 $7.6M
Wesbanco Bank Inc. 0.21% Reduce -2.4% 21,263 $7.6M
Tepp RIA, LLC 8.54% Reduce -15.0% 21,173 $7.5M
5th Street Advisors, LLC 3.72% Add +2.9% 21,164 $7.5M
St. Johns Investment Management Company, LLC 3.19% Reduce -4.1% 21,137 $7.5M
Howland Capital Management LLC 0.28% Add +0.5% 20,968 $7.5M
Kingswood Wealth Advisors, LLC 0.45% Add +38.0% 20,957 $7.4M
Allie Family Office LLC 3.53% Add +2.4% 20,950 $7.4M
FAS Wealth Partners, Inc. 0.50% Add +71.1% 20,916 $7.4M
Westside Investment Management, Inc. 1.19% Add +0.5% 20,883 $7.4M
Harbor Investment Advisory, LLC 0.61% Add +11.5% 20,883 $7.4M
Mma Asset Management LLC 2.47% Add +46.6% 20,855 $7.4M
Maridea Wealth Management LLC 1.15% Reduce -8.4% 18,275 $7.4M
Midwest Trust Co 0.10% Reduce -3.7% 20,664 $7.3M
Balboa Wealth Partners 1.26% Add +6.7% 20,542 $7.3M
McBroom & Associates, LLC 3.47% Reduce -0.5% 20,518 $7.3M
Debussy Capital Management LP 1.03% Reduce -10.4% 20,503 $7.3M
Centerstone Investors, LLC 25.96% Add +32.3% 20,495 $7.3M
Marco Investment Management LLC 0.55% No change 20,342 $7.2M
Cumberland Partners Ltd 0.47% Add +6.7% 20,247 $7.2M
Sequent Planning LLC 2.03% Reduce -36.1% 20,107 $7.1M
Nomura Asset Management Co. Ltd. 0.02% Reduce -6.5% 20,100 $7.1M
Deane Retirement Strategies, Inc. 3.05% Add +48.6% 19,973 $7.1M
Farmers & Merchants Trust Co of Chambersburg PA 2.00% Add +2.3% 19,914 $7.1M
IFP Advisors, Inc 0.18% Reduce -4.5% 19,796 $7.0M
Evelyn Partners Investment Management LLP 0.20% Add +2.0% 19,772 $7.0M
Colonial Trust Advisors 0.54% Add +7.5% 19,720 $7.0M
Silver Oak Securities, Incorporated 0.52% Add +2.0% 19,697 $7.0M
Aberdeen Group plc 0.01% Reduce -14.3% 19,810 $7.0M
Alaethes Wealth, LLC 1.98% Add +1.9% 19,624 $7.0M
TigerOak Management, L.L.C. 2.16% Add +0.3% 19,559 $7.0M
Cloverfields Capital Group, LP 2.17% Reduce -0.9% 19,541 $6.9M
Callan Family Office, LLC 0.22% Reduce -1.9% 19,485 $6.9M
NDWM LLC 4.70% Add +1.4% 19,466 $6.9M
Zacks Investment Management 0.06% Add +4.5% 19,449 $6.9M
Avior Wealth Management, LLC 0.22% Add +45.5% 19,424 $6.9M
Baron Financial Group, LLC 3.77% Reduce -6.6% 19,367 $6.9M
Delos Wealth Advisors, LLC 4.62% Add +7.3% 19,263 $6.8M
Orion Porfolio Solutions, LLC 0.05% Add +6.8% 19,155 $6.8M
Cullen/Frost Bankers, Inc. 0.08% Add +1.6% 19,153 $6.8M
Texas Yale Capital Corp. 0.21% Reduce -1.7% 19,036 $6.8M
Retirement Planning Group, LLC 0.23% Add +39.4% 19,030 $6.8M
Regal Investment Advisors LLC 0.44% Add +2.7% 19,028 $6.8M
Prostatis Group LLC 1.69% Add +16.0% 18,917 $6.7M
Smart Money Group LLC 1.98% Reduce -0.4% 18,832 $6.7M
Ripple Effect Asset Management LP 3.84% Reduce -48.0% 18,750 $6.7M
World Equity Group, Inc. 1.51% Add +1.0% 18,592 $6.7M
Bellecapital International Ltd. 1.07% Reduce -22.7% 18,636 $6.6M
Baker Tilly Wealth Management, LLC 1.49% Reduce -3.8% 18,586 $6.6M
Integrity Alliance, Llc. 0.31% Add +8.1% 18,536 $6.6M
Quintet Private Bank (Europe) S.A. 0.37% Reduce -11.7% 18,383 $6.5M
Balyasny Asset Management L.P. 0.01% Reduce -60.4% 18,355 $6.5M
HCR Wealth Advisors 0.67% Add +0.3% 18,276 $6.5M
Granite Bay Wealth Management, LLC 1.68% Add +10.6% 18,169 $6.5M
Transcend Capital Advisors, LLC 0.45% Add +3.7% 112,407 $6.4M
Burns Matteson Capital Management, LLC 2.68% Add +34.2% 17,992 $6.4M
Hamel Associates, Inc. 1.96% Add +0.3% 17,949 $6.4M
J. Safra Sarasin Holding AG 0.10% Add +148.4% 17,960 $6.4M
Hollow Brook Wealth Management LLC 1.51% Add +13.1% 17,905 $6.4M
Sepio Capital, LP 0.38% Add +0.8% 17,873 $6.4M
Modera Wealth Management, LLC 0.07% Add +1.3% 17,626 $6.3M
McGuire Investment Group, LLC 0.71% Reduce -0.7% 17,606 $6.3M
AGH Wealth Advisors, LLC 4.59% Add +2.0% 17,599 $6.3M
SeaCrest Wealth Management, LLC 0.66% Add +9.1% 16,799 $6.3M
Montag A & Associates Inc. 0.29% Add +2.3% 17,583 $6.3M
Ameritas Advisory Services, LLC 0.41% Reduce -32.7% 17,548 $6.2M
Investment Management Corp. /Va/ 5.34% Add +0.6% 17,485 $6.2M
J Hagan Capital, Inc. 3.76% Reduce -6.5% 17,479 $6.2M
Pitcairn Co. 0.49% Reduce -29.5% 17,463 $6.2M
Modern Wealth Management, LLC 0.12% Add +2.0% 17,445 $6.2M
Perissos Private Wealth Management, LLC 4.51% Add +60.2% 17,436 $6.2M
Segment Wealth Management, LLC 0.37% Add +1.3% 17,375 $6.2M
Barings LLC 0.12% No change 17,393 $6.2M
GKV Capital Management Co., Inc. 2.44% Reduce -2.2% 17,361 $6.2M
Oxbow Advisors, LLC 0.58% Reduce -0.5% 17,330 $6.2M
Prosperity Consulting Group, LLC 0.30% Add +9.8% 17,295 $6.1M
Weatherly Asset Management L. P. 0.50% Add +1.2% 17,236 $6.1M
Quent Capital, LLC 0.51% Reduce -1.4% 17,232 $6.1M
Cabot Wealth Management Inc. 0.68% Reduce -1.5% 17,158 $6.1M
Confluence Wealth Services, Inc. 0.30% Add +1.5% 17,068 $6.1M
StoneX Group Inc. 0.26% Add +64.1% 17,034 $6.1M
Headinvest, LLC 1.25% Add +18.9% 17,028 $6.1M
Bridger Management, LLC 3.26% New 17,000 $6.0M
Kiley Juergens Wealth Management, LLC 1.33% Add +1.9% 16,983 $6.0M
Balefire, LLC 1.20% Reduce -4.1% 16,956 $6.0M
NWF Advisory Services Inc. 0.65% Add +21.7% 16,776 $6.0M
Fox Hill Wealth Management 2.79% Reduce -0.6% 16,764 $6.0M
YHB Investment Advisors, Inc. 0.43% Add +1.2% 16,618 $5.9M
Thompson Siegel & Walmsley LLC 0.10% No change 16,473 $5.9M
Cornerstone Wealth Management, LLC 0.32% Add +20.8% 16,424 $5.8M
Peddock Capital Advisors, LLC 1.26% Reduce -0.6% 16,416 $5.8M
RFG Advisory, LLC 0.12% Add +12.5% 16,367 $5.8M
Coastal Bridge Advisors, LLC 0.44% No change 16,332 $5.8M
Sound View Wealth Advisors Group, LLC 0.40% Add +1.9% 16,326 $5.8M
Refined Wealth Management 3.73% Reduce -2.9% 16,309 $5.8M
Lynx Investment Advisory 3.47% Add +4.1% 16,298 $5.8M
Fortress Private Ledger, LLC 2.10% Add +18.6% 16,195 $5.8M
Hibernia Wealth Partners, LLC 3.68% Reduce -49.0% 16,119 $5.7M
Ewing Morris & Co. Investment Partners Ltd. 2.46% Add +46.8% 16,129 $5.7M
Twelve Points Wealth Management LLC 1.43% Reduce -3.9% 16,094 $5.7M
Montis Financial, LLC 1.32% Add +53.9% 16,090 $5.7M
AdvisorShares Investments LLC 0.93% Add +10.7% 16,084 $5.7M
Strategic Wealth Partners, Ltd. 0.43% Reduce -2.0% 16,071 $5.7M
Onyx Bridge Wealth Group LLC 0.62% Add +137.6% 16,059 $5.7M
Zeit Capital LLC 3.84% Reduce -1.3% 15,906 $5.7M
GoalFusion Wealth Management, LLC 2.69% Add +2.4% 15,848 $5.6M
Choreo, LLC 0.07% Reduce -3.2% 15,777 $5.6M
BlueChip Wealth Advisors LLC 2.39% Reduce -3.0% 15,733 $5.6M
RoundAngle Advisors LLC 4.33% Add +0.2% 15,720 $5.6M
Savvy Advisors, Inc. 0.26% Add +1.9% 15,716 $5.6M
Wilmington Savings Fund Society, FSB 0.13% Reduce -74.9% 15,714 $5.6M
ROI Financial Advisors, LLC 3.33% Add +3.2% 15,673 $5.6M
Alpha Advisors, LLC 4.19% Add +4.0% 15,671 $5.6M
Childress Capital Advisors, LLC 1.02% New 15,669 $5.6M
Pine Valley Investments Ltd Liability Co 0.29% Add +2.5% 15,644 $5.6M
WJ Financial Advisors LLC 5.39% — 15,640 $5.6M
Norris Financial Group, LLC 2.03% Reduce -2.0% 15,621 $5.6M
TRUE Private Wealth Advisors 0.57% Add +5.0% 15,608 $5.5M
Wise Wealth Partners 8.43% Add +44.3% 15,543 $5.5M
North Star Asset Management Inc. 0.22% Add +0.0% 15,536 $5.5M
Arkfeld Wealth Strategies, L.L.C. 2.02% Reduce -3.8% 15,441 $5.5M
Oak Family Advisors, LLC 1.79% Add +1582.0% 15,491 $5.5M
Principal Securities, Inc. 0.09% Add +17.9% 15,481 $5.5M
Synergy Asset Management, LLC 0.20% Add +159.5% 17,381 $5.5M
MacKay Shields LLC 1.36% No change 15,336 $5.5M
Cape Cod Five Cents Savings Bank 0.50% No change 22,407 $5.4M
Quattro Financial Advisors LLC 1.72% Reduce -7.4% 15,278 $5.4M
Evexia Wealth LLC 1.62% Add +0.8% 14,352 $5.4M
Resolute Wealth Strategies, LLC 2.47% Add +13.8% 15,167 $5.4M
Addison Capital Co 1.59% Add +116.5% 15,158 $5.4M
Amundi 0.00% Reduce -16.0% 14,765 $5.4M
Consolidated Portfolio Review Corp 0.67% Add +4.8% 15,098 $5.4M
Pinnacle Financial Group, LLC / IL 1.62% Add +0.7% 15,078 $5.4M
Bell & Brown Wealth Advisors, LLC 1.75% Reduce -0.0% 15,060 $5.4M
Pointe Capital Management LLC 2.62% Add +0.5% 15,050 $5.3M
DCF Advisers, LLC 2.02% No change 15,000 $5.3M
Consolidated Investment Group LLC 0.66% No change 15,000 $5.3M
Regions Financial Corp. 0.03% Reduce -2.8% 14,994 $5.3M
Concentrum Wealth Management 1.54% Add +86.3% 14,988 $5.3M
Glen Eagle Advisors, LLC 0.74% Add +76.1% 14,958 $5.3M
Gould Capital, LLC 3.29% Reduce -1.9% 14,935 $5.3M
United Capital Financial Advisors, LLC 0.04% Add +22.7% 14,934 $5.3M
Atticus Wealth Management, LLC 1.34% Add +0.5% 14,904 $5.3M
Wealth Management Associates, Inc. 1.87% Add +2.5% 14,851 $5.3M
Mayflower Financial Advisors, LLC 0.66% Reduce -1.3% 14,810 $5.3M
Scholtz & Company, LLC 2.31% Add +20.4% 14,806 $5.3M
Moors & Cabot, Inc. 0.23% Add +1.1% 14,749 $5.2M
Flagship Wealth Advisors, LLC 1.72% Add +3.4% 14,682 $5.2M
Oppenheimer & Close, LLC 3.49% Reduce -21.3% 14,540 $5.2M
Latitude Advisors, LLC 2.36% Reduce -18.2% 14,520 $5.2M
BigSur Wealth Management LLC 1.26% Add +10.7% 14,515 $5.2M
Lodestar Private Asset Management LLC 0.53% Add +0.4% 14,388 $5.1M
Plan Group Financial, LLC 1.37% Add +24.1% 14,383 $5.1M
White Pine Capital LLC 1.46% No change 14,323 $5.1M
Smith, Moore & Co. 0.39% Add +0.6% 14,311 $5.1M
1ST Source Bank 0.27% Add +0.3% 14,212 $5.1M
City Holding Co. 0.63% Add +33.8% 14,144 $5.0M
Alliance Wealth Advisors, LLC 2.51% Reduce -1.6% 14,130 $5.0M
Ariadne Wealth Management, LP 2.24% No change 13,060 $5.0M
Ariston Services Group 3.01% Reduce -8.0% 14,064 $5.0M
SS&H Financial Advisors, Inc. 1.52% No change 14,049 $5.0M
Aries Wealth Management 1.18% Add +0.7% 13,980 $5.0M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.29% Reduce -2.3% 13,974 $5.0M
Macroview Investment Management LLC 3.73% Add +0.7% 13,970 $5.0M
Whittier Trust Co. of Nevada Inc. 0.11% Reduce -2.1% 13,836 $4.9M
Advyzon Investment Management, LLC 0.85% Reduce -29.6% 13,878 $4.9M
Signaturefd, LLC 0.08% Add +0.9% 13,801 $4.9M
Central Asset Investments & Management Holdings (HK) Ltd 3.47% Add +34.2% 13,777 $4.9M
Argent Trust Co 0.17% Add +4.0% 13,766 $4.9M
SVB Wealth LLC 0.26% Add +0.8% 13,753 $4.9M
Clear Street Group Inc. 0.02% — 13,745 $4.9M
Gotham Asset Management 0.02% Add +8.5% 13,693 $4.9M
Afg Fiduciary Services Limited Partnership 2.83% Reduce -0.4% 13,661 $4.9M
Copia Wealth Management 3.61% Add +0.9% 13,655 $4.9M
Red Door Wealth Management, LLC 0.51% Reduce -1.4% 13,609 $4.8M
Matauro, LLC 0.76% Reduce -2.2% 13,511 $4.8M
Austin Private Wealth, LLC 0.37% Reduce -18.6% 13,494 $4.8M
MGB Wealth Management, LLC 1.35% Reduce -1.1% 13,483 $4.8M
Golden State Wealth Management, LLC 0.53% Reduce -0.9% 13,435 $4.8M
Bison Wealth, LLC 0.44% Add +91.9% 12,957 $4.8M
Capital Advisory Group Advisory Services, LLC 1.48% Reduce -0.8% 13,370 $4.8M
Banque Pictet & Cie SA 0.05% Add +0.3% 13,415 $4.8M
Personal Cfo Solutions, LLC 0.83% Add +3.6% 13,344 $4.7M
Legacy Advisors, LLC 0.59% — 13,333 $4.7M
Noble Wealth Management PBC 2.52% — 13,309 $4.7M
Daiwa Securities Group Inc. 0.02% Reduce -3.6% 13,300 $4.7M
Natixis 0.03% Reduce -54.0% 13,262 $4.7M
BOK Financial Private Wealth, Inc. 0.30% No change 13,244 $4.7M
Engine No. 1 LLC 5.26% New 13,100 $4.7M
GeoWealth Management, LLC 0.17% Add +3.4% 13,094 $4.7M
Fire Capital Management LLC 2.65% Add +2.4% 12,978 $4.6M
Certified Advisory Corp 0.44% Add +6.8% 12,932 $4.6M
Inscription Capital, LLC 0.50% Add +6.2% 12,929 $4.6M
One Capital Management, LLC 0.15% Reduce -5.5% 12,898 $4.6M
Evergreen Capital Management LLC 0.11% Add +4.1% 12,864 $4.6M
CMG Global Holdings, LLC 2.23% Add +0.1% 11,772 $4.6M
Wells Financial Advisors INC 6.09% Reduce -1.8% 12,792 $4.5M
Wealth Advisory Solutions, LLC 1.10% Add +7.8% 12,734 $4.5M
Centennial Bank 1.78% Reduce -1.2% 12,715 $4.5M
Pinnacle Associates Ltd. 0.06% Add +1.6% 12,674 $4.5M
National Wealth Management Group, LLC 1.70% Add +79.0% 12,659 $4.5M
Cyndeo Wealth Partners, LLC 0.25% Reduce -0.2% 12,623 $4.5M
Crescent Grove Advisors, LLC 0.43% Add +39.5% 12,544 $4.5M
Bryn Mawr Trust Advisors, LLC 0.22% Add +24.1% 12,523 $4.5M
Old National Bancorp 0.08% Add +3.3% 12,512 $4.4M
Rye Brook Capital LLC 3.74% Reduce -0.8% 12,500 $4.4M
Texas Bank & Trust Co 1.68% Reduce -3.2% 12,493 $4.4M
Sterling Financial Planning, Inc. 1.39% Reduce -3.8% 12,419 $4.4M
Focus Partners Advisor Solutions, LLC 0.05% Add +21.4% 11,877 $4.4M
Deutsche Bank AG 0.00% Reduce -8.0% 12,406 $4.4M
Evelyn Partners Investment Management Services Ltd 0.59% Add +1.1% 12,405 $4.4M
IPG Investment Advisors LLC 0.78% Add +4.0% 12,360 $4.4M
Caliber Wealth Management, LLC / KS 0.49% Reduce -0.8% 12,312 $4.4M
Partners Capital Investment Group, LLP 0.17% No change 12,310 $4.4M
Ancora Advisors LLC 0.09% Reduce -1.3% 12,293 $4.4M
Wisconsin Wealth Advisors, LLC 4.15% Add +1.8% 12,272 $4.4M
Robinson Value Management, Ltd. 2.53% New 12,266 $4.4M
Greenland Capital Management LP 0.70% New 12,232 $4.3M
Titan Global Capital Management USA LLC 0.64% Reduce -20.9% 12,197 $4.3M
Apollon Financial, LLC 0.72% Add +1.9% 12,174 $4.3M
Emmett Investment Management, LP 3.37% Add +2.7% 12,055 $4.3M
Obermeyer Wealth Partners 0.20% Reduce -8.3% 12,073 $4.3M
Telligent Fund, LP 3.65% No change 12,000 $4.3M
Capital Investment Advisors, LLC 0.07% Add +2.6% 11,994 $4.3M
Continuum Advisory, LLC 0.45% Add +5.0% 11,947 $4.2M
Bath Savings Trust Co 0.42% Reduce -0.4% 11,936 $4.2M
Brighton Jones LLC 0.10% Add +0.3% 11,816 $4.2M
Relyea Zuckerberg Hanson LLC 0.44% No change 11,691 $4.2M
D.B. Root & Company, LLC 1.05% Add +1.6% 11,688 $4.2M
Kovack Advisors, Inc. 0.39% Add +7.8% 11,662 $4.1M
HITE Hedge Asset Management LLC 0.23% New 11,651 $4.1M
Fiduciary Financial Group, LLC 0.65% Reduce -0.7% 11,574 $4.1M
Orin Green Financial, LLC 1.64% No change 11,573 $4.1M
Signal Advisors Wealth, LLC 0.37% Reduce -26.8% 11,560 $4.1M
Visionary Wealth Advisors 0.19% Add +23.5% 11,558 $4.1M
Beck Mack & Oliver LLC 0.07% Add +0.3% 11,515 $4.1M
Capstone Investment Advisors, LLC 0.04% Reduce -92.9% 11,492 $4.1M
Fortis Capital Advisors, LLC 0.65% Reduce -16.6% 11,471 $4.1M
Optimum Investment Advisors 1.61% Add +7.6% 11,421 $4.1M
Traynor Capital Management, Inc. 0.23% Add +399.4% 11,396 $4.1M
Daymark Wealth Partners, LLC 0.14% Add +7.5% 11,389 $4.0M
ABLE Financial Group, LLC 0.87% Reduce -8.8% 11,352 $4.0M
Marathon Capital Management 0.93% Reduce -0.3% 11,348 $4.0M
CSS LLC 0.70% Add +36.4% 11,314 $4.0M
LM Advisors LLC 0.58% Add +206.2% 11,257 $4.0M
Loomis Sayles & Co. L P 0.00% Add +36.4% 11,250 $4.0M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Reduce -8.6% 11,229 $4.0M
Heritage Oak Wealth Advisors LLC 1.47% Reduce -18.9% 11,181 $4.0M
Matrix Trust Co 0.62% Add +8.3% 11,180 $4.0M
CI Investments Inc. 0.01% Add +15.6% 11,142 $4.0M
Avalon Trust Co 0.26% Add +1.1% 11,093 $3.9M
Global Endowment Management, LP 0.49% No change 11,000 $3.9M
JTC Employer Solutions Trustee Ltd 0.33% No change 10,953 $3.9M
Charter Research & Investment Group, Inc. 2.69% Reduce -0.8% 10,941 $3.9M
Shikiar Asset Management Inc. 1.07% No change 10,927 $3.9M
MBL Wealth, LLC 0.34% Add +2.9% 10,903 $3.9M
Westfuller Advisors, LLC 1.76% Add +10.0% 10,895 $3.9M
Integrated Investment Consultants, LLC 0.66% Add +12.3% 10,890 $3.9M
Fourth Dimension Wealth, LLC 1.48% Add +5.4% 10,885 $3.9M
Centric Wealth Management 0.85% Reduce -0.5% 10,425 $3.8M
Vienna Asset Management LLC 2.29% Add +519.7% 10,795 $3.8M
Calton & Associates, Inc. 0.57% Add +11.9% 10,674 $3.8M
Aspire Private Capital, LLC 0.83% Reduce -17.5% 10,654 $3.8M
SMART Wealth LLC 1.43% Add +0.5% 10,647 $3.8M
Ciovacco Capital Management LLC 1.90% Reduce -1.7% 10,593 $3.8M
Cannell & Spears LLC 0.07% No change 10,578 $3.8M
Samalin Investment Counsel, LLC 1.30% Add +0.6% 10,536 $3.7M
Newman Dignan & Sheerar, Inc. 0.81% Reduce -0.9% 10,484 $3.7M
Clare Market Investments LLC 0.75% Add +10.6% 10,483 $3.7M
Wealthspire Retirement, LLC 0.24% Add +0.8% 10,482 $3.7M
Narwhal Capital Management 0.27% No change 10,440 $3.7M
Sheets Smith Wealth Management 0.42% Reduce -0.2% 10,411 $3.7M
Simon Quick Advisors, LLC 0.17% Add +14.7% 10,402 $3.7M
Empirical Asset Management, LLC 1.02% Add +256.7% 36,404 $3.7M
Flputnam Investment Management Co. 0.05% Add +1.1% 10,285 $3.7M
Solstein Capital, LLC 1.67% Reduce -0.0% 10,243 $3.6M
Summit Financial Strategies, Inc. 0.31% Reduce -1.8% 10,235 $3.6M
Sfmg, LLC 0.25% Add +0.9% 10,222 $3.6M
Professional Financial Advisors, LLC 0.76% Add +0.1% 10,221 $3.6M
Westbourne Investments, Inc. 1.74% Reduce -4.8% 9,866 $3.6M
Valeo Financial Advisors, LLC 0.08% Reduce -19.3% 10,205 $3.6M
Apella Capital, LLC 0.08% Add +2.8% 9,143 $3.6M
NBT Bank, N.A. 0.24% Reduce -37.5% 6,435 $3.6M
First Citizens Bank & Trust Co. 0.08% Reduce -1.1% 10,185 $3.6M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.86% New 10,250 $3.6M
Seamount Financial Group Inc. 1.69% Reduce -2.0% 10,061 $3.6M
Trust Co. of Vermont 0.16% Add +4.5% 10,056 $3.6M
Towneley Capital Management, Inc / DE 0.78% Reduce -3.1% 10,051 $3.6M
Weaver Consulting Group 0.91% Reduce -0.5% 10,049 $3.6M
Permanent Capital Management, LP 0.67% — 10,032 $3.6M
Gouws Capital LLC 1.96% No change 10,030 $3.6M
Coordinated Financial Services, Inc. 2.32% Add +2.0% 10,021 $3.6M
Flagship Private Wealth, LLC 1.43% Add +0.4% 10,006 $3.6M
Northstar Advisory Group, LLC 1.45% New 9,998 $3.6M
Austin Wealth Management, LLC 0.55% Add +30.1% 9,351 $3.5M
Independent Wealth Network Inc. 1.13% Add +3.6% 9,890 $3.5M
EverSource Wealth Advisors, LLC 0.14% Reduce -3.0% 9,877 $3.5M
Certuity, LLC 0.24% Add +90.6% 9,876 $3.5M
Bridgewater Advisors Inc. 0.24% Add +0.2% 9,588 $3.5M
Avidian Wealth Enterprises, LLC 0.13% Add +26.3% 9,864 $3.5M
HUB Investment Partners, LLC 0.13% Add +7.8% 9,848 $3.5M
Cinctive Capital Management LP 0.17% Add +157.9% 9,795 $3.5M
Wealthedge Investment Advisors, LLC 1.32% Add +63.5% 9,788 $3.5M
Pinnacle Family Advisors, LLC 1.52% Add +29.6% 9,784 $3.5M
Tandem Financial, LLC 1.29% Add +6.2% 9,781 $3.5M
Farmers Trust Co. 0.60% Reduce -0.3% 9,779 $3.5M
Palisades Hudson Asset Management, L.P. 1.26% Reduce -1.2% 9,758 $3.5M
Laurel Wealth Advisors LLC 0.48% Add +1.5% 9,731 $3.5M
Thoroughbred Financial Services, LLC 0.21% Add +1.6% 9,700 $3.4M
Emergent Wealth Advisors, LLC 1.99% Reduce -0.2% 9,693 $3.4M
Private Wealth Partners, LLC 0.25% No change 9,656 $3.4M
Northeast Financial Group, Inc. 0.85% Add +1.4% 9,632 $3.4M
Curran Financial Partners, LLC 0.68% Add +4.7% 9,615 $3.4M
Cowa, LLC 1.21% Reduce -0.2% 9,603 $3.4M
Nvest Financial, LLC 1.96% Reduce -26.4% 9,592 $3.4M
Dorsey Wright & Associates 0.76% Reduce -0.6% 9,549 $3.4M
Quest 10 Wealth Builders, Inc. 3.13% Reduce -2.7% 9,539 $3.4M
Sandbox Financial Partners, LLC 0.97% Add +10.5% 9,528 $3.4M
Krilogy Financial LLC 0.13% Reduce -26.0% 9,211 $3.4M
Gradient Capital Advisors, LLC 0.90% Reduce -3.5% 9,487 $3.4M
Constant Guidance Financial LLC 2.69% Add +169.5% 9,486 $3.4M
Morse Asset Management, Inc 0.68% Add +8.1% 9,465 $3.4M
Connective Portfolio Management, LLC 5.93% No change 9,465 $3.4M
WMG Financial Advisors, LLC 1.12% Add +29.0% 9,439 $3.4M
44 Wealth Management LLC 1.14% Add +0.0% 9,432 $3.4M
Congress Park Capital LLC 1.04% Add +3.8% 9,370 $3.3M
Midwest Professional Planners, LTD. 0.81% Add +0.3% 9,370 $3.3M
Trust Co. of Toledo NA 0.33% Add +3.0% 9,350 $3.3M
Vise Technologies, Inc. 0.12% Reduce -51.1% 9,344 $3.3M
Procyon Advisors, LLC 0.20% Add +3.9% 9,305 $3.3M
Altura Wealth Advisors Inc. 1.57% Add +14.6% 9,270 $3.3M
Fermata Advisors, LLC 0.83% Add +3.9% 9,251 $3.3M
Verus Capital Partners, LLC 0.26% Add +5.1% 9,247 $3.3M
Empower Advisory Group, LLC 0.01% Add +1.6% 9,208 $3.3M
Discipline Wealth Solutions, LLC 0.86% Add +1.4% 9,186 $3.3M
Corundum Group, Inc. 1.34% Reduce -0.6% 9,157 $3.3M
AlphaStar Capital Management, LLC 0.28% Reduce -4.2% 9,156 $3.3M
Simplicity Wealth,LLC 0.19% Reduce -18.1% 9,143 $3.3M
Platform Technology Partners 0.77% Add +5.4% 9,066 $3.2M
Black Swift Group, LLC 0.57% New 9,065 $3.2M
Landmark Wealth Management, Inc. 1.25% Reduce -16.5% 9,029 $3.2M
Highline Wealth Partners LLC 0.86% Reduce -0.6% 9,003 $3.2M
Parcion Private Wealth LLC 0.20% Reduce -1.2% 8,976 $3.2M
Sound Income Strategies, LLC 0.17% Add +6.0% 8,716 $3.2M
EPG Wealth Management LLC 0.88% Add +3.6% 8,944 $3.2M
First Bank & Trust 0.53% No change 8,940 $3.2M
International Assets Investment Management, LLC 0.26% No change 10,326 $3.2M
Moneta Group Investment Advisors LLC 0.03% Add +12.4% 8,923 $3.2M
Accel Wealth Management 0.92% Reduce -0.8% 8,914 $3.2M
Coldstream Capital Management Inc. 0.04% Add +13.7% 8,894 $3.2M
Private Trust Co. NA 0.28% Reduce -6.1% 8,874 $3.2M
Walkner Condon Financial Advisors LLC 0.50% Reduce -2.0% 8,850 $3.1M
New England Private Wealth Advisors LLC 0.41% No change 8,834 $3.1M
Nicholas Hoffman & Company, LLC. 0.08% Add +8.3% 8,816 $3.1M
Betterment LLC 0.01% Add +36.2% 8,810 $3.1M
Hanson & Doremus Investment Management 0.39% Reduce -5.2% 8,760 $3.1M
Insight Advisors, LLC/ PA 0.48% Add +1.1% 8,745 $3.1M
Rwa Wealth Partners, LLC 0.04% Add +20.2% 8,658 $3.1M
Broyhill Asset Management, LLC 2.70% No change 8,655 $3.1M
Pure Financial Advisors, LLC 0.05% Reduce -0.5% 8,648 $3.1M
Roundview Capital LLC 0.19% Reduce -0.1% 8,604 $3.1M
Amplius Wealth Advisors, LLC 0.26% Reduce -0.4% 8,583 $3.1M
Brendel Financial Advisors LLC 1.57% Add +4.6% 8,576 $3.0M
Sendero Wealth Management, LLC 0.36% Add +0.1% 8,576 $3.0M
Sowell Financial Services LLC 0.12% Reduce -43.7% 8,575 $3.0M
Augustine Asset Management Inc. 0.61% No change 8,539 $3.0M
Mission Wealth Management, LP 0.06% Reduce -5.5% 8,536 $3.0M
Sharkey, Howes & Javer 0.39% Reduce -39.5% 8,532 $3.0M
Ulysses Management LLC 0.70% Add +30.8% 8,500 $3.0M
Leo Wealth, LLC 0.39% Reduce -14.0% 8,478 $3.0M
HBK Sorce Advisory LLC 0.08% Add +8.3% 7,778 $3.0M
McRae Capital Management Inc. 0.60% No change 8,460 $3.0M
Nadler Financial Group, Inc. 0.28% Add +0.6% 8,408 $3.0M
Creekside Partners 1.31% Add +0.6% 8,391 $3.0M
MRP Capital Investments, LLC 2.56% Reduce -20.9% 9,772 $3.0M
Bluesphere Advisors LLC 1.36% Reduce -36.6% 8,376 $3.0M
Welch Group, LLC 0.12% Add +5.3% 8,368 $3.0M
Mission Creek Capital Partners, Inc. 0.59% No change 8,327 $3.0M
Compass Ion Advisors, LLC 0.28% Add +0.0% 8,317 $3.0M
Total Clarity Wealth Management, Inc. 0.78% Add +12.4% 8,288 $2.9M
Glass Jacobson Investment Advisors llc 1.06% Reduce -2.3% 8,268 $2.9M
Penn Davis McFarland Inc. 0.30% No change 8,242 $2.9M
Headlands Technologies LLC 0.23% New 8,197 $2.9M
Clear Harbor Asset Management, LLC 0.21% Add +0.3% 8,180 $2.9M
Magnus Financial Group LLC 0.23% Add +2.0% 8,147 $2.9M
Encompass Wealth Advisors, LLC 0.98% No change 8,100 $2.9M
Liberty Wealth Management LLC 0.41% Add +430.5% 8,096 $2.9M
Elevatus Welath Management 0.83% Add +493.3% 8,093 $2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -0.3% 7,592 $2.9M
Baker Ellis Asset Management LLC 0.35% No change 8,079 $2.9M
Main Street Financial Solutions, LLC 0.18% Reduce -0.7% 8,077 $2.9M
Patrick Mauro Investment Advisor, INC. 1.51% Add +3.5% 8,076 $2.9M
Man Group plc 0.01% New 8,046 $2.9M
Mitchell McLeod Pugh & Williams Inc. 0.46% Add +23.4% 7,846 $2.9M
Castleark Management LLC 0.08% No change 8,005 $2.8M
Intellectus Partners, LLC 0.55% Reduce -10.4% 7,978 $2.8M
Castle Rock Wealth Management, LLC 0.63% Add +3.7% 8,010 $2.8M
Americana Partners, LLC 0.09% Reduce -0.2% 7,952 $2.8M
Firestone Capital Management 0.61% Add +0.1% 7,933 $2.8M
Linden Thomas Advisory Services, LLC 0.29% Add +7.6% 7,932 $2.8M
Herbst Group, LLC 1.75% Add +2.1% 7,917 $2.8M
Laird Norton Wetherby Wealth Management, LLC 0.11% Add +22.9% 7,909 $2.8M
Centennial Wealth Advisory LLC 0.78% Add +1.8% 7,896 $2.8M
Banque Cantonale Vaudoise 0.11% Add +108.4% 7,893 $2.8M
Capital Group Private Client Services, Inc. 0.05% Add +3.2% 7,873 $2.8M
Financial Guidance Group, Inc. 1.25% Reduce -5.1% 7,870 $2.8M
Flagstar Securities, Inc. 0.86% Reduce -14.4% 7,869 $2.8M
WealthShield Partners, LLC 0.32% Add +12.6% 7,863 $2.8M
Carnegie Investment Counsel 0.05% Add +2.9% 7,843 $2.8M
RPG Investment Advisory, LLC 0.33% Add +3.4% 7,839 $2.8M
Aua Capital Management, LLC 1.56% Add +1.0% 7,836 $2.8M
SlateStone Wealth, LLC 0.24% Add +58.8% 7,833 $2.8M
Northwest & Ethical Investments L.P. 0.07% No change 7,830 $2.8M
Element Pointe Advisors, LLC 0.59% No change 7,790 $2.8M
Gerber Kawasaki Wealth & Investment Management 0.09% Add +11.9% 7,763 $2.8M
Viewpoint Investment Partners Corp. 1.51% No change 9,050 $2.8M
Independence Bank of Kentucky 0.35% Reduce -1.9% 7,759 $2.8M
Tiemann Investment Advisors, LLC 1.05% Reduce -0.3% 7,742 $2.8M
NavPoint Financial, Inc. 1.44% Reduce -1.0% 7,716 $2.7M
Sandler Capital Management 1.01% New 7,700 $2.7M
Jeppson Wealth Management, LLC 0.87% Add +2.7% 7,680 $2.7M
Keebeck Wealth Management 0.32% Add +0.2% 7,673 $2.7M
Nelson Capital Management, LLC 0.32% No change 7,658 $2.7M
Grey Ledge Advisors, LLC 0.61% Reduce -4.0% 7,612 $2.7M
Astra Wealth Partners LLC 1.87% New 7,550 $2.7M
Maxele Advisors, LLC 2.31% Reduce -0.2% 7,538 $2.7M
LVM Capital Management Ltd. 0.26% Add +2.7% 7,525 $2.7M
Good Steward Wealth Advisors,LLC 1.85% Add +109.0% 7,522 $2.7M
Advisor Resource Council 3.61% Reduce -38.9% 7,521 $2.7M
Tyche Wealth Partners LLC 0.47% Add +4.2% 7,490 $2.7M
EWG Elevate Inc. 0.83% Reduce -48.4% 7,479 $2.7M
Fiduciary Family Office, LLC 0.75% No change 7,393 $2.6M
Olde Wealth Management, LLC 0.81% — 6,893 $2.6M
Theory Financial LLC 0.92% Add +24.3% 6,465 $2.6M
Caxton Corp. 11.33% Add +47.1% 7,286 $2.6M
Lionsbridge Wealth Management LLC 2.55% Add +3.1% 7,278 $2.6M
Compound Planning, Inc. 0.08% Reduce -0.9% 7,269 $2.6M
ArchPoint Investors 0.71% Add +14.1% 7,262 $2.6M
Purkiss Capital Advisors LLC 1.23% No change 7,260 $2.6M
Accurate Wealth Management, LLC 0.34% Reduce -2.6% 6,770 $2.6M
Kassira Wealth Management LLC 2.48% — 7,237 $2.6M
Chicago Partners Investment Group LLC 0.07% Add +24.2% 7,043 $2.6M
PKS Advisory Services, LLC 0.60% Add +2.3% 7,212 $2.6M
Hutchens & Kramer Investment Management Group, LLC 1.01% Reduce -8.2% 7,201 $2.6M
Sincerus Advisory, LLC 2.19% Add +5.2% 7,187 $2.6M
GFS Advisors, LLC 0.32% Add +0.4% 7,162 $2.5M
Price Capital Management, Inc. 2.99% New 7,150 $2.5M
GWN Securities Inc. 0.59% Add +10.8% 7,103 $2.5M
Helium Advisors LLC 2.12% Reduce -38.8% 7,129 $2.5M
Aberdeen Wealth Management LLC 1.59% No change 7,117 $2.5M
Wellington Shields Capital Management, LLC 0.38% Reduce -2.1% 7,069 $2.5M
Private Harbour Investment Management & Counsel, LLC 2.60% Reduce -2.9% 7,061 $2.5M
D'Orazio & Associates, Inc. 0.33% No change 7,001 $2.5M
KCM Investment Advisors LLC 0.08% Add +11.1% 6,984 $2.5M
Modus Advisors, LLC 0.67% Reduce -1.2% 6,965 $2.5M
Valley National Advisers Inc. 0.38% Add +2.8% 6,964 $2.5M
Benin Management CORP 0.58% Add +4.5% 6,951 $2.5M
Pacific Point Advisors, LLC 1.44% Add +9.9% 6,947 $2.5M
Financial Management Network Inc. 0.41% Reduce -1.0% 6,776 $2.5M
Lederer & Associates Investment Counsel 1.59% Add +1.1% 6,890 $2.4M
SpringVest Wealth Management LLC 1.80% Add +9.4% 6,889 $2.4M
Pullen Investment Management, LLC 1.33% Add +1.0% 6,886 $2.4M
Cove Private Wealth, LLC 0.79% Reduce -8.0% 6,885 $2.4M
Turning Point Benefit Group, Inc. 1.47% Add +13.9% 6,865 $2.4M
Kercheville Advisors, LLC 0.74% Reduce -0.4% 6,854 $2.4M
CCG Wealth Management, LLC 1.15% Add +77.9% 6,850 $2.4M
Excalibur Management Corp. 0.88% Reduce -0.8% 6,846 $2.4M
Silverlake Wealth Management LLC 0.60% No change 6,835 $2.4M
MMBG Investment Advisors Co. 0.21% Add +58.7% 6,815 $2.4M
Acorn Wealth Advisors, LLC 0.76% Add +40.9% 6,808 $2.4M
BOS Asset Management, LLC 0.68% Add +5.3% 6,791 $2.4M
CRA Financial Services, LLC 0.33% Add +4.1% 6,730 $2.4M
Florida Financial Advisors, LLC 0.74% Reduce -0.3% 6,727 $2.4M
Global Assets Advisory, LLC 0.71% Add +27.3% 6,719 $2.4M
Crestwood Advisors Group, LLC 0.04% Add +7.5% 6,715 $2.4M
Ion Asset Management Ltd. 0.29% No change 6,710 $2.4M
Manchester Capital Management LLC 0.32% Add +13.8% 6,706 $2.4M
Disciplined Investors, L.L.C. 1.70% Reduce -12.7% 6,705 $2.4M
FreeGulliver LLC 1.07% Reduce -18.8% 6,701 $2.4M
Perennial Investment Advisors, LLC 0.20% Reduce -3.9% 6,698 $2.4M
White Lighthouse Investment Management Inc. 0.36% Add +0.9% 6,693 $2.4M
Milestone Asset Management, LLC 0.45% Reduce -70.4% 6,684 $2.4M
Cohen & Steers, Inc. 0.00% No change 6,675 $2.4M
San Luis Wealth Advisors LLC 0.43% Add +1.8% 6,658 $2.4M
Avantax Planning Partners, Inc. 0.07% Add +0.7% 6,595 $2.3M
HBW Advisory Services LLC 0.26% Add +33.5% 6,590 $2.3M
Balanced Wealth Group LLC 1.03% Add +0.3% 7,605 $2.3M
Peak Planning Group, LLC 1.22% Add +0.3% 6,579 $2.3M
Schneider Downs Wealth Management Advisors, LP 0.28% Reduce -1.1% 6,571 $2.3M
Oarsman Capital, Inc. 0.33% Reduce -1.1% 6,571 $2.3M
Rebalance, LLC 0.14% No change 6,567 $2.3M
Mainstream Capital Management LLC 1.55% Reduce -6.7% 6,538 $2.3M
Commons Capital, LLC 1.56% Add +1.3% 6,534 $2.3M
Aspen Investment Management Inc 0.90% Reduce -6.6% 6,518 $2.3M
Sovereign Financial Group, Inc. 0.43% Add +0.9% 6,513 $2.3M
S.A. Mason LLC 1.02% No change 6,503 $2.3M
Fisher Asset Management 0.00% Add +19.2% 6,485 $2.3M
BKM Wealth Management, LLC 0.84% Reduce -0.2% 6,425 $2.3M
SHUTTLEWORTH & Co 2.07% — 6,411 $2.3M
Cim, LLC 0.29% New 6,338 $2.3M
Pin Oak Investment Advisors Inc. 1.60% Reduce -5.7% 6,292 $2.2M
McHugh Group, LLC 1.35% Add +0.8% 6,285 $2.2M
Raleigh Capital Management Inc. 0.85% Reduce -39.2% 6,282 $2.2M
Verdence Capital Advisors LLC 0.13% Reduce -19.2% 6,055 $2.2M
Schnieders Capital Management, Llc. 0.36% — 6,200 $2.2M
Tradewinds, LLC. 0.54% Add +516.7% 6,198 $2.2M
X-Square Capital, LLC 0.69% Add +0.2% 6,192 $2.2M
PMV Capital Advisers, LLC 4.27% Reduce -1.2% 6,181 $2.2M
Bogart Wealth, LLC 0.09% Add +13.3% 6,151 $2.2M
West Michigan Advisors, LLC 0.52% Add +9.5% 6,100 $2.2M
American Institute for Advanced Investment Management, LLP 1.42% Add +17.0% 6,139 $2.2M
Baxter Bros Inc. 0.25% Reduce -6.5% 6,080 $2.2M
Beese Fulmer Investment Management, Inc. 0.15% Reduce -0.1% 6,075 $2.2M
TBH Global Asset Management, LLC 0.42% Add +0.1% 6,067 $2.2M
J2 Capital Management Inc 1.61% Add +4.7% 6,032 $2.1M
Southland Equity Partners LLC 0.43% No change 6,029 $2.1M
High Note Wealth, LLC 0.43% Add +3.5% 6,015 $2.1M
KFG Wealth Management, LLC 0.31% Reduce -6.3% 6,006 $2.1M
Isthmus Partners, LLC 0.25% No change 6,000 $2.1M
Herold Advisors, Inc. 0.49% Add +4.7% 5,984 $2.1M
Moss Adams Wealth Advisors LLC 0.17% Add +6.6% 5,971 $2.1M
WorthPointe, LLC 0.79% Reduce -42.5% 5,949 $2.1M
Wealthgarden F.S. LLC 1.50% Add +2.0% 5,232 $2.1M
Gould Asset Management LLC 0.39% Reduce -8.1% 5,934 $2.1M
Game Creek Capital, LP 0.91% Reduce -4.0% 5,925 $2.1M
O'shaughnessy Asset Management, LLC 0.01% Add +1.6% 5,924 $2.1M
Secure Asset Management, LLC 0.35% Add +5.0% 5,909 $2.1M
Beirne Wealth Consulting Services, LLC 0.50% Add +11.3% 5,916 $2.1M
Aprio Wealth Management, LLC 0.21% Reduce -0.1% 5,907 $2.1M
Phillips Financial Management, LLC 0.14% Add +1.6% 5,897 $2.1M
Lifestyle Asset Management, Inc. 0.71% Add +50.9% 5,854 $2.1M
Private Wealth Asset Management, LLC 0.25% Reduce -11.3% 5,852 $2.1M
Seaview Investment Managers LLC 0.77% Reduce -43.1% 5,838 $2.1M
Weaver Capital Management LLC 0.45% Add +19.9% 5,826 $2.1M
Kraft, Davis & Associates, LLC 0.50% Reduce -0.1% 5,669 $2.1M
Mezzasalma Advisors, LLC 0.53% Add +97.7% 5,810 $2.1M
Clarus Wealth Advisors 0.91% Reduce -1.7% 5,767 $2.1M
Leavell Investment Management, Inc. 0.09% Add +5.7% 5,758 $2.0M
Valmark Advisers, Inc. 0.03% Reduce -55.5% 5,753 $2.0M
NRI Wealth Management LC 1.09% New 5,752 $2.0M
Chilton Investment Co. Inc. 0.04% New 5,730 $2.0M
Boston Partners 0.00% New 6,451 $2.0M
Nokomis Capital, L.L.C. 0.74% Reduce -82.3% 5,717 $2.0M
Brandywine Oak Private Wealth LLC 0.18% Add +1.7% 5,700 $2.0M
Advance Capital Management, Inc. 0.09% Add +42.4% 5,692 $2.0M
Vista Investment Partners Ii, LLC 0.94% Add +5.0% 5,672 $2.0M
Per Stirling Capital Management, LLC. 0.24% Add +0.1% 5,671 $2.0M
Doheny Asset Management 1.28% No change 5,670 $2.0M
Pegasus Asset Management, Inc. 0.64% Reduce -1.6% 5,653 $2.0M
Gables Capital Management Inc. 0.86% No change 5,648 $2.0M
Account Management LLC 2.13% No change 5,610 $2.0M
Meridian Wealth Advisors, LLC 0.28% Reduce -5.3% 5,604 $2.0M
Cadent Capital Advisors, LLC 0.53% Add +54.8% 5,601 $2.0M
Patten Group, Inc. 0.39% Add +0.5% 5,592 $2.0M
Milestones Private Investment Advisors LLC 1.35% Add +29.1% 5,573 $2.0M
Arlington Trust Co LLC 0.36% No change 5,572 $2.0M
Promus Capital, LLC 1.26% Reduce -56.3% 5,552 $2.0M
Mason & Associates Inc 0.40% Reduce -2.3% 5,525 $2.0M
Kimelman & Baird, LLC 0.15% No change 5,490 $2.0M
LCNB Corp. 0.68% Reduce -5.2% 5,482 $1.9M
Cozad Asset Management Inc. 0.15% Reduce -1.6% 5,463 $1.9M
Genesis Wealth Advisors, LLC 1.37% Reduce -0.4% 5,457 $1.9M
Werba Rubin Papier Wealth Management 0.31% Reduce -10.5% 5,446 $1.9M
Ofc Financial Planning, LLC 1.91% No change 5,429 $1.9M
Montecito Bank & Trust 0.30% — 5,426 $1.9M
Forbes J M & Co. LLP 0.16% Add +0.2% 5,406 $1.9M
Moulton Wealth Management, Inc. 1.40% Reduce -1.4% 5,401 $1.9M
Mill Creek Capital Advisors, LLC 0.04% No change 5,399 $1.9M
Bedel Financial Consulting, Inc. 0.24% Add +10.3% 5,360 $1.9M
SevenBridge Financial Group, LLC 0.31% Reduce -9.0% 4,928 $1.9M
Madison Wealth Partners, Inc 0.38% Reduce -0.6% 5,344 $1.9M
Heartwood Wealth Advisors LLC 0.17% Reduce -0.0% 5,274 $1.9M
Soltis Investment Advisors LLC 0.13% Reduce -2.5% 5,269 $1.9M
Investment Partners, LTD. 0.66% Reduce -2.4% 5,258 $1.9M
Douglass Winthrop Advisors, LLC 0.03% No change 5,256 $1.9M
Ritholtz Wealth Management 0.04% Reduce -11.3% 5,251 $1.9M
Quadcap Wealth Management, LLC 0.22% Add +2.2% 5,223 $1.9M
Naples Global Advisors, LLC 0.14% No change 5,204 $1.8M
Harbour Capital Advisors, LLC 0.38% Reduce -13.1% 5,030 $1.8M
First Business Financial Services, Inc. 0.17% No change 5,180 $1.8M
Delta Investment Management, LLC 0.33% No change 5,171 $1.8M
LaSalle St. Investment Advisors, LLC 0.33% Add +15.4% 5,158 $1.8M
Money Concepts Capital Corp. 0.11% Add +57.3% 5,131 $1.8M
Bosman Wealth Management, LLC 1.41% Add +6.1% 5,123 $1.8M
Crewe Advisors LLC 0.17% Add +0.4% 5,121 $1.8M
Towerpoint Wealth, LLC 0.74% Add +3.4% 5,076 $1.8M
Capital Advisors Inc. 0.03% Add +18.0% 5,071 $1.8M
Lansing Street Advisors 0.48% New 5,069 $1.8M
Savior LLC 8.00% Add +5.7% 5,054 $1.8M
Cascade Financial Partners, LLC 0.21% Add +17.7% 5,051 $1.8M
Greenline Partners, LLC 0.22% No change 5,049 $1.8M
WealthTrust Asset Management, LLC 1.24% Reduce -4.0% 5,047 $1.8M
1832 Asset Management L.P. 0.00% No change 5,035 $1.8M
Chesapeake Asset Management LLC 1.58% No change 5,028 $1.8M
D L Carlson Investment Group Inc. 0.30% Reduce -0.4% 5,014 $1.8M
Autumn Glory Partners, LLC 0.73% Add +1.7% 5,007 $1.8M
Advisors Preferred, LLC 0.26% Reduce -7.0% 4,995 $1.8M
Argentarii, LLC 0.71% No change 5,000 $1.8M
Polymer Capital Management (US) LLC 0.24% Add +212.5% 5,000 $1.8M
Nwi Management LP 0.18% No change 5,000 $1.8M
Colonial Trust Co / SC 0.24% Add +14.9% 4,999 $1.8M
Hudson Capital Management LLC 0.49% Reduce -1.4% 4,988 $1.8M
ARS Investment Partners, LLC 0.12% No change 4,979 $1.8M
DeDora Capital, Inc. 0.43% Reduce -0.9% 4,975 $1.8M
Obsidian Cio, LLC 0.23% Add +32.7% 4,975 $1.8M
Summit Financial Wealth Advisors, LLC 0.27% Add +0.8% 4,956 $1.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Add +0.3% 4,947 $1.8M
Strategy Asset Managers LLC 0.32% Add +8.6% 4,939 $1.8M
Cassaday & Co Wealth Management LLC 0.04% Reduce -0.1% 4,937 $1.8M
Signature Estate & Investment Advisors LLC 0.04% Reduce -3.2% 4,926 $1.8M
New Wave Wealth Advisors LLC 0.68% Add +32.5% 4,911 $1.7M
Holowesko Partners Ltd. 0.64% No change 4,900 $1.7M
Norman Fields, Gottscho Capital Management, LLC 0.56% Add +3.9% 4,886 $1.7M
Founders Financial Securities LLC 0.12% Reduce -22.7% 4,858 $1.7M
Cornerstone Advisory, LLC 0.17% Add +54.7% 4,852 $1.7M
Alteri Wealth LLC 0.59% Add +4.8% 4,849 $1.7M
PDS Planning, Inc 0.12% Reduce -1.2% 4,847 $1.7M
WealthPlan Investment Management, LLC 0.11% Reduce -0.8% 4,845 $1.7M
JFS Wealth Advisors, LLC 0.10% Add +25.3% 4,839 $1.7M
Tolleson Wealth Management, Inc. 0.26% Reduce -2.9% 4,811 $1.7M
Summa Corp. 0.75% New 4,809 $1.7M
Terra Nova Asset Management LLC 1.08% No change 4,800 $1.7M
Journey Strategic Wealth LLC 0.05% Add +3.1% 4,781 $1.7M
Schaper Benz & Wise Investment Counsel Inc. 0.13% Reduce -4.0% 4,757 $1.7M
Grandview Asset Management LLC 0.47% Add +1.4% 4,749 $1.7M
HM Payson & Co. 0.02% Add +30.2% 4,745 $1.7M
Fortis Advisors, LLC 0.96% Add +3.6% 4,744 $1.7M
Eastern Bank 0.03% Reduce -0.1% 4,736 $1.7M
Wealthstar Advisors, LLC 0.66% Add +2.6% 4,728 $1.7M
Ignite Planners, LLC 0.27% Add +6.0% 4,721 $1.7M
Leigh Baldwin & Co., LLC 0.94% Reduce -5.8% 4,708 $1.7M
Alexander Labrunerie & Co., Inc. 0.62% Add +21.0% 4,707 $1.7M
Sunbelt Securities, Inc. 0.12% Add +84.4% 4,706 $1.7M
Wealth Quarterback LLC 0.65% Add +1.7% 4,705 $1.7M
Abich Financial Wealth Management LLC 0.60% — 4,705 $1.7M
Interchange Capital Partners, LLC 0.33% No change 4,703 $1.7M
Arrowroot Family Office, LLC 0.66% Add +2.3% 4,687 $1.7M
Inspire Advisors, LLC 0.16% Add +22.9% 4,682 $1.7M
Destiny Wealth Partners, LLC 0.20% Add +21.5% 4,657 $1.7M
Capstone Wealth Management Group LLC 1.05% Add +5.1% 4,643 $1.7M
O'ROURKE & COMPANY, Inc 0.69% Add +0.3% 4,641 $1.6M
Caitlin John, LLC 1.15% Add +0.7% 4,634 $1.6M
Upper Left Wealth Management, LLC 1.03% Reduce -3.3% 4,613 $1.6M
Carret Asset Management, LLC 0.16% Reduce -0.2% 4,603 $1.6M
Financial Management Professionals, Inc. 0.17% Add +40.7% 4,599 $1.6M
Pandora Wealth, Inc. 0.98% Add +1.7% 4,575 $1.6M
Forte Asset Management LLC 0.78% Reduce -4.1% 4,564 $1.6M
Tactive Advisors, LLC 0.46% Add +1.7% 4,563 $1.6M
Triad Wealth Partners, LLC 0.21% Add +165.3% 4,561 $1.6M
Lee Danner & Bass Inc. 0.12% Reduce -5.2% 4,559 $1.6M
James Investment Research, Inc. 0.18% Reduce -3.9% 4,555 $1.6M
Principal Financial Group Inc. 0.00% No change 4,552 $1.6M
Wedgewood Investors Inc. 1.77% Reduce -4.2% 4,550 $1.6M
Johnson Bixby & Associates, LLC 0.21% Reduce -3.5% 4,549 $1.6M
GM Advisory Group, LLC 0.07% Add +0.5% 4,549 $1.6M
Private Client Services, LLC 0.54% Reduce -10.5% 4,541 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -7.5% 4,525 $1.6M
Waterloo Capital, L.P. 0.12% Add +72.6% 4,523 $1.6M
Venturi Wealth Management, LLC 0.07% Add +31.0% 4,520 $1.6M
Chevy Chase Trust Holdings, LLC 0.00% No change 4,507 $1.6M
Saxony Capital Management, LLC 1.05% Reduce -20.3% 4,492 $1.6M
Harrington Investments, INC 0.79% No change 4,456 $1.6M
Boreal Capital Management LLC 1.52% Reduce -22.2% 4,455 $1.6M
American Capital Advisory, LLC 0.73% Reduce -4.0% 4,453 $1.6M
Arcus Capital Partners, LLC 0.69% Reduce -12.1% 4,447 $1.6M
High Net Worth Advisory Group LLC 0.38% Add +12.7% 4,438 $1.6M
Agf Management Ltd. 0.01% No change 4,430 $1.6M
Nilsine Partners, LLC 0.14% Add +21.0% 4,426 $1.6M
Mirador Capital Partners LP 0.22% Add +45.5% 4,419 $1.6M
NorthRock Partners, LLC 0.03% Add +7.2% 4,407 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +0.3% 4,404 $1.6M
Retirement Income Solutions, Inc. 0.27% Reduce -7.5% 4,402 $1.6M
Moloney Securities Asset Management, LLC 0.19% Reduce -2.3% 4,394 $1.6M
BNP Paribas 0.05% Reduce -20.1% 4,380 $1.6M
Principle Wealth Partners LLC 0.09% Add +61.0% 4,380 $1.6M
Vantage Financial Partners, LLC 0.33% Add +0.3% 4,376 $1.6M
Crumly & Associates Inc. 0.34% New 4,356 $1.5M
Community Bank, N.A. 0.19% No change 4,325 $1.5M
Kelleher Financial Advisors 0.39% Add +0.6% 4,324 $1.5M
Viawealth, LLC 0.84% Add +6.8% 4,319 $1.5M
Bradley & Co. Private Wealth Management, LLC 0.85% Add +15.8% 4,314 $1.5M
Premier Financial Group 0.41% No change 4,338 $1.5M
Shearwater Capital LLC 0.91% Reduce -0.6% 4,309 $1.5M
First City Capital Management, Inc. 0.83% Add +6.5% 4,309 $1.5M
Venture Visionary Partners LLC 0.05% No change 4,307 $1.5M
Jamison Private Wealth Management, Inc. 0.20% Add +476.5% 4,301 $1.5M
Stonehaven Wealth & Tax Solutions, LLC 1.41% Add +0.2% 4,298 $1.5M
GPS Wealth Strategies Group, LLC 0.16% Add +12.4% 4,295 $1.5M
Hengehold Capital Management LLC 0.13% Add +2.0% 4,272 $1.5M
International Private Wealth Advisors LLC 0.95% Reduce -5.5% 4,230 $1.5M
Advisors Capital Management, LLC 0.02% Add +19.4% 4,226 $1.5M
Inspirion Wealth Advisors, LLC 0.21% Reduce -28.4% 6,180 $1.5M
Insight Wealth Partners, LLC 0.66% Reduce -9.2% 4,210 $1.5M
Busey Bank 0.04% Add +1.7% 4,193 $1.5M
Whalerock Point Partners, LLC 0.30% Add +1.7% 4,171 $1.5M
Encompass More Asset Management 0.29% New 4,166 $1.5M
Valley Financial Group, Inc. 0.84% Reduce -7.1% 4,160 $1.5M
Romano Brothers and Company 0.17% No change 4,157 $1.5M
Hodges Capital Management Inc. 0.13% Reduce -1.2% 4,145 $1.5M
Fifth Third Wealth Advisors LLC 0.05% Add +30.7% 4,138 $1.5M
Jmac Enterprises LLC 0.29% Add +24.0% 4,129 $1.5M
Huntleigh Advisors, Inc. 0.25% New 4,126 $1.5M
Rossmore Private Capital 0.16% New 4,121 $1.5M
Smith Shellnut Wilson LLC 0.56% New 4,106 $1.5M
Farmers & Merchants Investments Inc. 0.04% Add +3.8% 4,102 $1.5M
B.O.S.S. Retirement Advisors, LLC 0.35% Reduce -5.0% 4,093 $1.5M
Victory Financial Group, LLC 0.20% Add +232.5% 4,080 $1.5M
Stonegate Investment Group, LLC 0.03% No change 4,076 $1.4M
First Heartland Consultants, Inc. 0.12% Add +104.7% 4,067 $1.4M
Alta Wealth Advisors LLC 0.52% Reduce -4.5% 4,058 $1.4M
Activest Wealth Management 0.29% No change 4,054 $1.4M
Waldron Private Wealth LLC 0.06% Add +28.6% 4,049 $1.4M
Fragasso Financial Advisors Inc 0.09% No change 4,018 $1.4M
Hardin Capital Partners, LLC 0.77% Add +2.9% 4,041 $1.4M
United Advisor Group, LLC 0.19% Add +2.4% 4,038 $1.4M
Innealta Capital, LLC 0.72% Reduce -4.6% 4,028 $1.4M
Alterna Wealth Management, Inc. 1.18% Reduce -2.7% 4,021 $1.4M
Access Financial Services, Inc. 0.52% Reduce -0.8% 4,017 $1.4M
Canal Capital Management, LLC 0.21% Reduce -21.3% 4,016 $1.4M
Sprott Inc. 0.05% Reduce -2.7% 4,007 $1.4M
Medici Capital LLC 1.06% No change 4,000 $1.4M
Spinnaker Trust 0.08% Reduce -2.1% 3,998 $1.4M
Hantz Financial Services, Inc. 0.02% Add +36.0% 3,971 $1.4M
Lanham O'Dell & Company, Inc. 0.45% Add +42.5% 3,969 $1.4M
Hilltop National Bank 0.35% No change 3,968 $1.4M
Paragon Private Wealth Management, LLC 0.46% Add +7.6% 3,966 $1.4M
MFA Wealth Services 0.97% Add +294.9% 3,949 $1.4M
Columbia Asset Management 0.26% Add +1.3% 3,934 $1.4M
Rik Saylor Financial, Inc. 1.02% Reduce -1.6% 3,930 $1.4M
SageView Advisory Group, LLC 0.05% Reduce -11.8% 3,923 $1.4M
Pacific Sage Partners, LLC 0.23% No change 3,919 $1.4M
Kanawha Capital Management LLC 0.10% Add +0.3% 3,917 $1.4M
W.G. Shaheen & Associates DBA Whitney & Co 0.13% Reduce -0.4% 3,913 $1.4M
626 Financial, LLC 0.61% Reduce -0.1% 3,912 $1.4M
Winthrop Capital Management, LLC 0.34% Add +15.1% 3,902 $1.4M
Diligent Investors, LLC 0.35% Add +4.0% 3,894 $1.4M
Byrne Asset Management LLC 0.99% Add +17.1% 3,880 $1.4M
Creative Financial Designs Inc. 0.09% Reduce -37.8% 3,878 $1.4M
Wingate Wealth Advisors, Inc. 0.95% No change 3,876 $1.4M
Giverny Capital 0.05% No change 3,876 $1.4M
CX Institutional 0.04% Add +48.7% 3,867 $1.4M
Schmidt P J Investment Management Inc. 0.23% Reduce -0.3% 3,839 $1.4M
Buck Wealth Strategies, LLC 0.19% Reduce -8.0% 3,825 $1.4M
Sweeney & Michel, LLC 0.46% Add +1.1% 3,681 $1.4M
Nicholson Wealth Management Group, LLC 0.80% Add +1.7% 3,820 $1.4M
Berger Financial Group, Inc 0.08% Add +18.4% 3,802 $1.4M
Greenwich Wealth Management LLC 0.07% Reduce -0.6% 3,798 $1.4M
Legacy Financial Advisors, Inc. 0.19% Add +20.7% 3,785 $1.3M
WASHINGTON TRUST Co 0.04% Add +17.4% 3,776 $1.3M
Blue Bell Private Wealth Management, LLC 0.20% Add +0.9% 3,771 $1.3M
Ameraudi Asset Management, Inc. 0.81% Reduce -13.2% 3,769 $1.3M
Chemistry Wealth Management LLC 0.26% No change 3,744 $1.3M
Horizon Kinetics Asset Management LLC 0.02% Reduce -0.3% 3,743 $1.3M
Glenview Trust Co 0.02% Reduce -1.2% 3,742 $1.3M
Oder Investment Management, LLC 0.95% Add +4.9% 3,720 $1.3M
Institute for Wealth Management, LLC. 0.14% Add +2.4% 3,717 $1.3M
Legacy Solutions, LLC 1.19% Add +4.1% 3,712 $1.3M
HHM Wealth Advisors, LLC 0.15% Add +30.1% 3,711 $1.3M
Apexium Financial, LP 0.06% Reduce -10.7% 3,710 $1.3M
Advisor OS, LLC 0.11% Reduce -1.4% 3,710 $1.3M
Clark Wealth Partners 0.80% Add +1.5% 3,324 $1.3M
First Trust Advisors LP 0.00% Add +87.1% 3,702 $1.3M
BLB&B Advisors, LLC 0.06% Add +13.8% 3,684 $1.3M
Pinnacle Bancorp, Inc. 0.39% No change 3,676 $1.3M
SteelPeak Wealth, LLC 0.04% Add +18.1% 3,676 $1.3M
Oceanside Advisors LLC 0.82% Reduce -0.0% 3,670 $1.3M
Atalanta Sosnoff Capital, LLC 0.03% Add +154.3% 3,665 $1.3M
Smart Portfolios, LLC 1.25% Reduce -1.3% 3,652 $1.3M
MBA Advisors LLC 0.55% No change 3,649 $1.3M
Corsair Capital Management, L.P. 0.23% Reduce -0.1% 3,639 $1.3M
Fairfield, Bush & Co. 0.66% Reduce -5.2% 3,636 $1.3M
Net Worth Advisory Group 0.37% Reduce -60.6% 3,635 $1.3M
Wimmer Associates 1, LLC 0.62% Add +4.9% 3,628 $1.3M
Darden Wealth Group Inc 0.67% Add +94.2% 3,625 $1.3M
Gen-Wealth Partners Inc 0.44% Add +306.9% 3,625 $1.3M
SYM FINANCIAL Corp 0.14% Add +123.1% 3,625 $1.3M
Brighton Securities Corp. 0.67% Add +46.3% 3,624 $1.3M
Tempus Wealth Planning, LLC 0.30% Reduce -51.4% 3,623 $1.3M
Sax Wealth Advisors, LLC 0.07% Add +3.2% 3,608 $1.3M
Finivi Inc. 0.82% Add +1.8% 3,605 $1.3M
Chico Wealth RIA 0.87% No change 3,600 $1.3M
FSM Wealth Advisors, LLC 0.18% Reduce -0.3% 3,600 $1.3M
Fortress Financial Solutions, LLC 1.39% Add +2.5% 3,599 $1.3M
Finer Wealth Management, Inc. 0.64% Add +3.4% 3,590 $1.3M
Financial Partners Group, Inc 0.16% Add +3.7% 3,579 $1.3M
Roger Wittlin Investment Advisory, LLC 0.71% Add +5.8% 3,577 $1.3M
BSW Wealth Partners 0.16% No change 3,573 $1.3M
Wolverine Asset Management LLC 0.09% No change 3,570 $1.3M
PYA Waltman Capital, LLC 0.34% No change 3,570 $1.3M
Gibbs Wealth Management 0.29% Reduce -1.4% 3,563 $1.3M
Titleist Asset Management, LLC 0.11% Add +89.7% 3,563 $1.3M
KMG Fiduciary Partners, LLC 0.09% No change 3,563 $1.3M
Quaker Wealth Management, LLC 0.41% Add +4984.3% 3,559 $1.3M
Appleton Partners Inc. 0.08% Add +4.9% 3,550 $1.3M
Westshore Wealth, LLC 0.43% Reduce -1.0% 3,545 $1.3M
KFA Private Wealth Group, LLC 0.36% Reduce -7.8% 3,544 $1.3M
Rossby Financial, LCC 0.42% No change 3,531 $1.3M
Octavia Wealth Advisors, LLC 0.12% Add +4.0% 3,532 $1.3M
Mainsail Asset Management, LLC 0.55% New 3,531 $1.3M
Hurley Capital, LLC 0.71% Add +2.7% 3,528 $1.3M
Tsfg, LLC 0.20% Reduce -2.7% 3,526 $1.3M
Regatta Capital Group, LLC 0.20% Add +4.3% 3,517 $1.3M
Keystone Financial Group 0.10% Add +3.8% 3,516 $1.2M
Shorepoint Capital Partners LLC 0.25% — 3,516 $1.2M
Camden National Bank 0.17% Reduce -4.7% 3,514 $1.2M
Pallas Capital Advisors LLC 0.05% Add +2.5% 3,513 $1.2M
Beaumont Financial Advisors, LLC 0.08% Reduce -0.3% 3,499 $1.2M
Legacy Wealth Managment, LLC 0.56% Add +1734.2% 3,485 $1.2M
Black Diamond Financial, LLC 0.14% Add +354.1% 3,478 $1.2M
Burns J W & Co. Inc. 0.14% Add +4.0% 3,475 $1.2M
Visionary Horizons, LLC 0.69% Add +1.8% 3,470 $1.2M
Winmill & Co. Inc. 0.30% No change 3,465 $1.2M
Almanack Investment Partners, LLC. 0.19% Add +3.6% 3,457 $1.2M
Ehrenkranz Partners L.P. 1.08% — 3,455 $1.2M
Dearborn Partners LLC 0.06% Reduce -1.4% 3,440 $1.2M
Brick & Kyle, Associates 0.45% Add +5.5% 3,425 $1.2M
Reynders McVeigh Capital Management, LLC 0.06% No change 3,418 $1.2M
Alliance Wealth Advisors, LLC 0.28% Add +7.5% 3,412 $1.2M
RKL Wealth Management LLC 0.10% New 3,412 $1.2M
Bluespring Wealth Management, LLC 0.11% Reduce -0.1% 3,410 $1.2M
First American Trust, FSB 0.09% Add +1.6% 3,409 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.52% Reduce -2.3% 3,385 $1.2M
American Trust 0.10% Reduce -18.5% 3,380 $1.2M
Pacific Center for Financial Services 0.30% No change 3,356 $1.2M
Sentinel Pension Advisors, LLC 0.19% Reduce -0.6% 3,349 $1.2M
Lodestone Wealth Management LLC 0.53% Add +1.3% 3,342 $1.2M
Orgel Wealth Management, LLC 0.03% Add +2.4% 3,341 $1.2M
Mechanics Bank Trust Department 0.17% Reduce -7.8% 3,333 $1.2M
Wolff Wiese Magana LLC 0.67% Add +223.3% 3,317 $1.2M
Turtle Creek Wealth Advisors, LLC 0.11% Add +151.9% 3,317 $1.2M
ZWJ Investment Counsel Inc. 0.04% Add +21.9% 3,314 $1.2M
Oxford Financial Group, LTD. LLC 0.07% Add +12.9% 3,312 $1.2M
Legacy Capital Wealth Partners, LLC 0.26% No change 3,308 $1.2M
Summit Wealth Partners, LLC 0.21% Add +85.4% 3,297 $1.2M
Diversified Enterprises, LLC 0.08% Reduce -2.7% 3,297 $1.2M
Guardian Wealth Advisors, LLC / NC 0.08% Reduce -0.4% 3,295 $1.2M
Tranquilli Financial Advisor LLC 0.69% Add +13.5% 3,294 $1.2M
First Foundation Advisors 0.04% Add +4.5% 3,289 $1.2M
Embree Financial Group 0.16% No change 3,284 $1.2M
WPWealth LLP 0.19% Add +3.1% 3,279 $1.2M
Astoria Portfolio Advisors LLC. 0.31% Reduce -12.1% 3,130 $1.2M
Columbus Macro, LLC 0.13% Reduce -2.9% 3,276 $1.2M
Diversify Wealth Management, LLC 0.07% Reduce -0.8% 3,145 $1.2M
WESCAP Management Group, Inc. 0.24% Add +6.0% 3,261 $1.2M
Integrity Wealth Advisors, Inc. 0.42% Add +72.4% 3,459 $1.2M
Sonora Investment Management Group, LLC 0.08% Add +25.5% 3,248 $1.2M
Beaird Harris Wealth Management, LLC 0.08% Add +10.6% 3,248 $1.2M
Driehaus Capital Management LLC 0.01% Add +51.5% 3,246 $1.2M
Global View Capital Management LLC 0.24% Add +27.5% 3,240 $1.2M
GW Henssler & Associates Ltd. 0.06% Add +9.7% 3,238 $1.2M
Running Point Capital Advisors, LLC 0.31% Reduce -4.1% 3,234 $1.1M
RMR Capital Management, LLC 0.80% No change 3,231 $1.1M
Investment Advisory Group, LLC 0.31% Add +2.9% 3,221 $1.1M
BostonPremier Wealth LLC 0.57% Add +3.6% 3,208 $1.1M
Navellier & Associates Inc. 0.12% Add +60.3% 3,205 $1.1M
Amara Financial, Llc. 0.84% No change 3,197 $1.1M
Northwest Financial Advisors 1.46% Reduce -6.4% 3,190 $1.1M
Cambridge Financial Group, LLC 0.36% Add +170.8% 3,179 $1.1M
Strategic Financial Concepts, LLC 0.16% Add +0.9% 3,178 $1.1M
NTV Asset Management LLC 0.12% Reduce -6.5% 3,177 $1.1M
Legacy PCG, LLC 0.67% Add +0.9% 3,164 $1.1M
Atwater Malick LLC 0.33% No change 3,164 $1.1M
SouthState Bank Corp 0.05% Add +2.1% 3,163 $1.1M
Destiny Capital Corp 0.61% Reduce -0.1% 3,162 $1.1M
Pines Wealth Management, LLC 0.38% Reduce -10.3% 3,162 $1.1M
Calamos Wealth Management LLC 0.04% Add +243.5% 3,160 $1.1M
Capital Advisors, Ltd. LLC 0.13% Add +1.6% 3,151 $1.1M
Mayfair Advisory Group, LLC 0.48% Add +0.0% 3,129 $1.1M
Fsa Wealth Partners, Inc. 0.43% Add +73.0% 3,125 $1.1M
Laidlaw Wealth Management LLC 2.63% Add +347.6% 3,106 $1.1M
Hudock, Inc. 0.17% Reduce -0.1% 3,099 $1.1M
United Community Bank 0.34% No change 3,098 $1.1M
GGM Financial LLC 0.55% No change 3,095 $1.1M
Pettyjohn, Wood & White, Inc. 0.18% No change 3,085 $1.1M
Taylor & Morgan Wealth Management, LLC 0.67% Reduce -0.9% 3,072 $1.1M
Sage Private Wealth Group, LLC 0.61% No change 3,070 $1.1M
Vertex Planning Partners, LLC 0.21% Add +13.1% 3,066 $1.1M
SkyOak Wealth, LLC 0.21% Reduce -1.5% 3,065 $1.1M
Members Trust Co 0.04% No change 3,057 $1.1M
MSH Capital Advisors LLC 0.29% Add +3.1% 3,056 $1.1M
Bank of Hawaii 0.05% New 3,036 $1.1M
N.E.W. Advisory Services LLC 0.10% Add +5.0% 3,034 $1.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,061 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -5.0% 3,028 $1.1M
A. D. Beadell Investment Counsel, Inc. 0.73% Reduce -6.2% 3,027 $1.1M
Gratus Wealth Advisors, LLC 0.15% No change 3,020 $1.1M
Azimuth Capital Investment Management LLC 0.04% Reduce -0.8% 3,017 $1.1M
Alternative Investment Advisors, LLC. 0.49% No change 3,014 $1.1M
Entrewealth, LLC 0.55% Add +280.2% 3,011 $1.1M
Wilmar Advisors LLC 0.88% No change 3,000 $1.1M
IvyRock Asset Management (HK) Ltd 0.46% No change 3,000 $1.1M
Timber Creek Capital Management LLC 0.26% No change 3,000 $1.1M
RBF Capital, LLC 0.05% No change 3,000 $1.1M
Empowered Funds, LLC 0.01% Reduce -39.6% 2,991 $1.1M
JARISLOWSKY, FRASER Ltd 0.01% Reduce -9.9% 2,989 $1.1M
Heritage Investors Management Corp. 0.03% Reduce -3.9% 2,980 $1.1M
BridgePort Financial Solutions, LLC 0.28% Reduce -2.9% 2,972 $1.1M
Old Port Advisors 0.27% Reduce -5.5% 2,969 $1.1M
Breakwater Investment Management 0.39% Add +5.8% 2,953 $1.0M
Guidance Capital, Inc. 0.27% Add +5.0% 2,769 $1.0M
Rakuten Securities, Inc. 0.39% Add +0.7% 2,940 $1.0M
Clay Northam Wealth Management, LLC 0.60% Reduce -0.3% 2,938 $1.0M
Archer Investment Corp 0.24% No change 2,933 $1.0M
First Commonwealth Financial Corp 0.17% No change 2,932 $1.0M
CIBC Asset Management Inc 0.00% Add +2.9% 2,926 $1.0M
One Charles Private Wealth Services, LLC 0.27% No change 2,925 $1.0M
Accelerate Investment Advisors LLC 0.71% Add +17.7% 2,923 $1.0M
Invst, LLC 0.12% Add +1.9% 2,912 $1.0M
WT Wealth Management 0.30% Add +5.4% 2,907 $1.0M
NerdWallet Wealth Partners, LLC 0.51% — 2,907 $1.0M
Ameriflex Group, Inc. 0.39% Reduce -24.4% 2,904 $1.0M
Jacobsen Capital Management 0.35% No change 2,898 $1.0M
Badgley Phelps Wealth Managers, LLC 0.02% Reduce -0.7% 2,895 $1.0M
Wilkinson Global Asset Management LLC 0.06% Reduce -0.9% 2,890 $1.0M
ORG Partners LLC 0.19% Reduce -61.0% 2,959 $1.0M
Marino, Stram & Associates LLC 0.18% No change 2,886 $1.0M
Welch & Forbes LLC 0.01% No change 2,882 $1.0M
Lumbard & Kellner, LLC 0.38% Add +132.8% 2,880 $1.0M
Cambridge Advisors Inc. 0.20% Reduce -4.6% 2,877 $1.0M
Reliant Investment Partners, LLC 0.80% Add +2.7% 2,858 $1.0M
Dunhill Financial, LLC 0.34% Reduce -1.6% 2,870 $1.0M
M. Kraus & Co 0.28% No change 2,865 $1.0M
Rosenberg Matthew Hamilton 0.22% Add +3.6% 2,863 $1.0M
TCFG Wealth Management, LLC 0.40% Reduce -13.6% 2,862 $1.0M
Telos Capital Management, Inc. 0.10% Reduce -23.8% 2,859 $1.0M
Piedmont Capital Management, LLC 0.54% Add +3.6% 2,848 $1.0M
Commonwealth Financial Services, LLC 0.17% Add +4.1% 2,847 $1.0M
Hamilton Point Investment Advisors, LLC 0.16% Add +4.5% 2,846 $1.0M
United Bank 0.35% No change 2,841 $1.0M
Azzad Asset Management Inc. 0.10% Reduce -1.6% 2,840 $1.0M
Independence Financial Advisors, LLC 0.31% No change 2,828 $1.0M
Lam Group, Inc. 0.62% Reduce -2.4% 2,820 $1.0M
Woodward Diversified Capital, LLC 0.47% Add +3.2% 2,819 $1.0M
Petix & Botte Co 0.23% Reduce -19.9% 2,812 $1000K
Clark Asset Management, LLC 0.12% Add +37.6% 2,807 $998K
Swisher Financial Concepts, Inc. 0.60% Add +1.3% 2,806 $997K
Hartford Financial Management Inc. 0.26% No change 2,805 $997K
Granite FO LLC 0.54% No change 2,800 $995K
Hillcrest Wealth Advisors - NY, LLC 0.45% No change 2,800 $995K
Xcel Wealth Management, LLC 0.26% No change 2,800 $995K
Strategies Wealth Advisors, LLC 0.10% Reduce -36.2% 2,797 $994K
Cardinal Point Capital Management ULC 0.07% Add +51.7% 2,698 $994K
Capital Insight Partners, LLC 0.16% Add +35.3% 2,788 $991K
Legacy Capital Group California, Inc. 0.25% Add +20.7% 2,785 $990K
Bensler, LLC 0.10% Add +4.2% 2,777 $987K
Park National Corp. 0.03% Add +3.7% 2,760 $981K
Towne Trust Company, N.A 0.32% No change 2,759 $981K
HighPoint Advisor Group LLC 0.05% New 2,759 $981K
Trifecta Capital Advisors, LLC 0.15% No change 2,752 $978K
LGL Partners, LLC 0.42% Reduce -5.9% 2,748 $977K
Cresta Advisors, Ltd. 0.44% New 2,746 $976K
Howe & Rusling Inc. 0.07% Add +2.0% 2,745 $976K
Luts & Greenleigh Group, Inc. 0.87% Add +11.7% 2,742 $975K
MADDEN SECURITIES Corp 0.30% Reduce -0.2% 2,742 $975K
Hyperion Capital Advisors LP 0.52% No change 2,738 $973K
First Bancorp, Inc 0.52% No change 2,735 $972K
Kohmann Bosshard Financial Services, LLC 0.10% No change 2,734 $972K
Tidemark, LLC 0.28% Add +2.8% 2,733 $971K
Caerus Investment Advisors, LLC 0.40% New 2,732 $971K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.20% Reduce -0.6% 2,725 $969K
Advisory Alpha, LLC 0.03% Add +6.1% 2,728 $968K
Crux Wealth Advisors 0.38% Add +23.2% 2,711 $964K
JB Capital LLC 0.04% Add +0.2% 2,707 $962K
Fiduciary Alliance LLC 0.06% Add +2.0% 2,701 $960K
Single Point Partners, LLC 0.19% No change 2,700 $960K
Capital Advisors Wealth Management, LLC 0.14% Reduce -13.3% 2,699 $959K
Lazari Capital Management, Inc. 0.33% Add +0.7% 2,693 $957K
Sand Hill Global Advisors, LLC 0.03% Reduce -1.8% 2,690 $956K
Integrity Financial Corp 0.46% Add +14.5% 2,687 $955K
DBK Financial Counsel, LLC 0.80% Add +2.3% 2,686 $955K
MN Wealth Advisors, LLC 0.51% Add +101.2% 2,684 $954K
Heritage Investment Group, Inc. 0.15% No change 2,681 $953K
Ameliora Wealth Management Ltd. 0.32% Reduce -0.5% 2,680 $953K
Greenleaf Trust 0.01% Reduce -32.9% 2,672 $950K
Dorsey & Whitney Trust CO LLC 0.05% Add +1.3% 2,671 $949K
Cutler Investment Counsel LLC 0.10% Add +9.5% 2,666 $948K
Teachers Insurance & Annuity Association of America 1.13% Reduce -1.9% 2,657 $944K
WealthPLAN Partners, LLC 0.14% Add +3.6% 2,650 $942K
Aspiriant, LLC 0.03% No change 2,649 $942K
Nalls Sherbakoff Group, LLC 0.64% No change 2,649 $942K
Owen LaRue, LLC 0.37% Reduce -17.9% 2,648 $941K
Thompson Davis & Co., Inc. 0.58% Add +0.4% 2,647 $941K
Allen Capital Group, LLC 0.09% No change 2,645 $940K
Miramar Capital, LLC 0.21% No change 2,640 $938K
Bienville Capital Management, LLC 0.18% Add +14.5% 2,635 $937K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +6.4% 2,626 $933K
Global Financial Private Client, LLC 0.33% Add +2.6% 2,621 $932K
ProVise Management Group, LLC 0.07% Add +6.7% 2,615 $930K
Palisade Capital Management, LP 0.03% No change 2,610 $928K
IMS Capital Management 0.43% No change 2,597 $923K
Claro Advisors Inc. 0.13% Reduce -1.3% 2,592 $921K
Garden State Investment Advisory Services LLC 0.23% Add +3.2% 2,589 $920K
Paragon Financial Partners, Inc. 0.58% No change 2,576 $916K
Bristlecone Advisors, LLC 0.08% Add +138.1% 2,571 $914K
Hohimer Wealth Management, LLC 0.13% Add +19.2% 2,571 $914K
Tradition Wealth Management, LLC 0.07% Reduce -0.2% 2,566 $912K
Archford Capital Strategies, LLC 0.11% No change 2,564 $911K
Cooper Financial Group 0.10% Reduce -2.3% 2,559 $910K
Meridian Wealth Partners, LLC 0.12% No change 2,552 $907K
Richmond Investment Services, LLC 0.17% Add +12.5% 2,552 $907K
Orleans Capital Management Corp. 0.59% Reduce -14.1% 2,550 $906K
SOL Capital Management CO 0.08% Reduce -1.9% 2,550 $906K
SAM Advisors, LLC 0.29% No change 2,548 $906K
Indie Asset Partners, LLC 1.20% Reduce -11.7% 2,542 $904K
Morton Capital Management LLC 0.15% Reduce -45.0% 2,540 $903K
City National Bank of Florida 0.60% Add +4.1% 2,538 $902K
Family Manage LLC 0.12% Reduce -0.1% 2,522 $896K
Wealthspan Partners, LLC 0.34% No change 2,518 $895K
Forza Wealth Management, LLC 0.34% No change 2,510 $892K
Defined Financial Planning LLC 0.74% Add +34.6% 2,393 $891K
Smith & Howard Wealth Management, LLC 0.21% No change 2,505 $890K
Wealth Advisors of Iowa, LLC 0.30% No change 2,504 $890K
United Financial Planning Group LLC 0.56% — 2,501 $889K
Aviance Capital Partners, LLC 0.11% Add +13.0% 2,501 $889K
Fractal Investments LLC 0.13% No change 2,500 $889K
Fulton Breakefield Broenniman LLC 0.06% Add +4.9% 2,498 $888K
Channel Wealth LLC 0.24% Add +3.0% 2,494 $887K
Sage Mountain Advisors LLC 0.05% Add +18.7% 2,494 $887K
Intellus Advisors LLC 0.12% Add +10.4% 2,489 $885K
Penobscot Investment Management Company, Inc. 0.07% Add +8.8% 2,483 $883K
Frederick Financial Consultants, LLC 0.49% Reduce -1.8% 2,473 $879K
M Wealth Management, LLC 0.77% Reduce -5.7% 2,468 $877K
Founders Financial Alliance, LLC 0.17% Add +23.3% 2,468 $877K
Maripau Wealth Management LLC 0.44% Reduce -10.0% 2,467 $877K
Tennessee Valley Asset Management Partners 0.12% Add +2.8% 2,465 $876K
Pavion Blue Capital, LLC 0.37% Add +0.5% 2,461 $875K
Bell Bank 0.04% Add +46.4% 2,461 $875K
Drake & Associates, LLC 0.18% Reduce -8.3% 2,384 $874K
Patriot Financial Group Insurance Agency, LLC 0.11% Reduce -0.2% 2,450 $871K
Vanguard Group Inc. 0.00% No change 2,439 $867K
Tme Financial, Inc. 0.65% No change 2,435 $866K
MBE Wealth Management, LLC 0.37% Add +1.6% 2,435 $866K
MTM Investment Management, LLC 0.27% No change 2,424 $862K
Thomasville National Bank 0.05% Reduce -1.4% 2,422 $861K
Nemes Rush Group LLC 0.09% No change 2,419 $860K
Rothschild Investment LLC 0.05% Add +11.5% 2,418 $860K
Davis Investment Partners, LLC 0.29% Add +0.9% 2,414 $859K
Stamos Capital Partners, L.P. 0.16% Reduce -43.9% 2,417 $859K
Darwin Wealth Management, LLC 0.27% Reduce -23.0% 2,412 $857K
Chesapeake Wealth Management 0.26% No change 2,403 $854K
Joule Financial, LLC 0.26% Reduce -86.0% 2,403 $854K
180 Wealth Advisors, LLC 0.10% Add +4.7% 2,394 $851K
Alpha Cubed Investments, LLC 0.03% Reduce -12.2% 2,391 $850K
Finward Bancorp 0.65% Reduce -3.4% 2,390 $850K
Twin Lakes Capital Management, LLC 0.39% No change 2,390 $850K
CWS Financial Advisors, LLC 0.23% Reduce -5.6% 2,382 $847K
Plimoth Trust Co. LLC 0.19% New 2,381 $846K
American Asset Management Inc. 0.76% Add +14.4% 2,377 $845K
Bourne Lent Asset Management Inc. 0.30% No change 2,375 $844K
Townsquare Capital LLC 0.13% Reduce -21.0% 2,372 $843K
Tiaa Trust, National Association 0.00% Add +20.2% 2,371 $843K
WESPAC Advisors, LLC 0.49% Add +36.8% 2,370 $842K
Gateway Wealth Partners, LLC 0.11% Add +0.6% 2,362 $840K
Auxano Advisors, LLC 0.18% Add +21.6% 2,358 $838K
OneAscent Wealth Management LLC 0.28% Reduce -21.3% 2,358 $838K
Strategic Advocates LLC 0.22% Add +0.4% 2,356 $837K
MTM Financial Group, LLC 0.41% Add +1.9% 2,354 $837K
Robinswood Financial LLC 0.28% No change 2,348 $835K
Quadrant Capital Group LLC 0.03% No change 2,342 $833K
Fort Point Capital Partners LLC 0.11% Reduce -82.0% 2,329 $828K
Heritage Trust Co 0.09% Add +1.4% 2,324 $826K
Range Financial Group LLC 0.30% No change 2,322 $825K
Rinkey Investments 0.22% No change 2,317 $824K
Chatham Capital Group, Inc. 0.12% Add +8.3% 2,313 $822K
Hazlett, Burt & Watson, Inc. 0.29% Add +0.2% 2,311 $822K
Howard Financial Services, LTD. 0.10% Reduce -2.5% 2,306 $820K
Allegheny Financial Group 0.15% Reduce -51.5% 2,298 $817K
Provenance Wealth Advisors, LLC 0.11% No change 2,294 $815K
Cascades Capital Asset Management, LLC 0.36% Add +0.2% 2,290 $814K
Highview Capital Management LLC 0.30% No change 2,290 $814K
Vaughan David Investments LLC 0.02% No change 2,290 $814K
Patron Partners, LLC 0.37% Reduce -1.0% 2,288 $813K
Jackson Hole Capital Partners, LLC 0.14% Add +4.3% 2,287 $813K
Financial Sense Advisors, Inc. 0.17% Reduce -0.2% 2,285 $812K
Novus Advisors, LLC 1.86% Reduce -14.0% 2,283 $812K
Mountain Capital Investment Advisors Inc. 0.14% Add +238.5% 2,278 $811K
Winch Advisory Services, LLC 0.18% Reduce -4.2% 2,273 $808K
Wilkins Miller Wealth Management, LLC 0.50% Add +39.5% 2,294 $808K
Apriem Advisors 0.08% No change 2,272 $808K
Country Club Bank 0.05% Reduce -0.4% 2,281 $804K
Frontier Asset Management, LLC 0.20% Reduce -11.9% 2,261 $804K
Cypress Capital Group 0.10% Reduce -26.3% 2,259 $803K
Post Resch Tallon Group Inc. 0.71% No change 2,257 $802K
Capital Advantage, Inc. 0.12% Add +7.8% 2,251 $800K
McKinley Carter Wealth Services, Inc. 0.04% Add +4.5% 2,251 $800K
Transcendent Capital Group LLC 0.36% Add +44.1% 2,240 $796K
Crane Advisory, LLC 0.12% No change 2,170 $793K
Formidable Asset Management, LLC 0.13% Reduce -19.0% 2,601 $793K
Winthrop Advisory Group LLC 0.07% Add +0.5% 2,228 $792K
jvl associates llc 0.26% No change 2,219 $789K
Lesa Sroufe & Co 0.64% Add +36.7% 2,215 $787K
First United Bank & Trust 0.26% Add +19.1% 2,213 $787K
Crowley Wealth Management, Inc. 0.63% No change 2,210 $786K
Bridgewealth Advisory Group, LLC 0.18% No change 2,207 $785K
Trustmark Bank Trust Department 0.05% No change 2,204 $783K
CVA Family Office, LLC 0.10% No change 2,201 $782K
Outlook Wealth Advisors, LLC 0.19% Reduce -11.0% 2,199 $782K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -7.2% 2,196 $781K
Annex Advisory Services, LLC 0.02% Add +9.9% 2,194 $780K
JMG Financial Group, Ltd. 0.02% No change 2,192 $779K
Clearbridge Investments, LLC 0.00% Reduce -16.3% 2,191 $779K
Angeles Wealth Management, LLC 0.05% Add +2.0% 2,183 $776K
Ritter Daniher Financial Advisory LLC / DE 0.14% No change 2,182 $776K
Mather Group, Llc. 0.01% Add +12.1% 2,181 $775K
Caldwell Trust Co 0.07% Add +8.2% 2,177 $774K
Smithfield Trust Co 0.03% No change 2,170 $771K
Prosperity Financial Group, Inc. 0.28% Add +0.6% 2,167 $770K
Well Done, LLC 0.13% Reduce -0.2% 2,160 $768K
Allen Mooney & Barnes Investment Advisors LLC 0.12% No change 2,159 $767K
Adirondack Trust Co. 0.26% Add +6.0% 2,152 $765K
Beacon Capital Management, LLC 0.11% Add +2.7% 2,148 $764K
BlueSky Wealth Advisors, LLC 0.10% No change 2,148 $764K
Private Management Group Inc. 0.02% Reduce -2.5% 2,146 $763K
Chase Investment Counsel Corp. 0.23% New 2,143 $761K
Estate Counselors, LLC 0.07% Reduce -88.3% 2,140 $761K
Albion Financial Group 0.05% No change 2,140 $761K
Arcataur Capital Management LLC 0.22% No change 2,135 $759K
Bearing Point Capital, LLC 0.13% Reduce -0.9% 2,135 $759K
Wolff Financial Management LLC 0.18% No change 2,133 $758K
Forum Financial Management, LP 0.01% Add +68.3% 2,126 $756K
JBR Co Financial Management Inc 0.32% Add +21.3% 2,122 $754K
Hansen & Associates Financial Group, Inc. 0.32% New 1,985 $754K
Eagle Rock Investment Company, LLC 0.11% No change 2,120 $754K
Cornerstone Wealth Group, LLC 0.05% Add +1.2% 2,118 $753K
LRI Investments, LLC 0.06% Reduce -8.6% 2,115 $752K
Essex Bank 0.17% Add +7.4% 2,115 $752K
Avenir Corp. 0.08% No change 2,114 $751K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +12.1% 2,107 $749K
Harbour Investment Management LLC 0.33% No change 2,107 $749K
Silvia McColl Wealth Management, LLC 0.50% No change 2,097 $745K
Patton Fund Management, Inc. 0.13% Reduce -11.7% 2,097 $745K
Ledyard National Bank 0.07% Reduce -6.4% 2,097 $745K
Lafayette Investments, Inc. 0.14% Reduce -1.4% 2,092 $744K
Dover Advisors, LLC 0.30% Reduce -6.2% 2,090 $743K
Tucker Asset Management LLC 0.22% Add +4.9% 2,089 $743K
Spirepoint Private Client, LLC 0.08% New 2,088 $742K
Chemung Canal Trust Co. 0.15% Add +4.3% 2,086 $742K
Alkeme Wealth, LLC 0.32% Reduce -2.5% 2,082 $740K
Tarbox Family Office, Inc. 0.11% No change 2,074 $737K
Nova Wealth Management, Inc. 0.52% Add +4.7% 2,070 $736K
Rockingstone Advisors LLC 0.36% Reduce -1.6% 2,070 $736K
Burford Brothers, Inc. 0.31% Add +25.6% 2,064 $734K
Edge Wealth Management LLC 0.13% No change 2,057 $731K
Barnes Wealth Management Group, Inc 0.40% Reduce -5.2% 2,056 $731K
First Financial Bank - Trust Division 0.06% Reduce -0.7% 2,051 $729K
TCI Wealth Advisors, Inc. 0.04% Reduce -2.0% 2,051 $729K
Quadrant Private Wealth Management, LLC 0.13% No change 2,048 $728K
Potentia Wealth 0.28% Reduce -1.1% 2,046 $727K
Capital Management Associates, Inc 0.20% No change 2,045 $727K
Swan Global Investments, LLC 0.03% Reduce -11.5% 2,045 $727K
Litman Gregory Wealth Management LLC 0.05% No change 2,042 $726K
L. Roy Papp & Associates, LLP 0.08% No change 2,038 $724K
Henrickson Nauta Wealth Advisors, Inc. 0.23% Reduce -29.7% 2,035 $723K
Meritage Portfolio Management 0.05% Add +3.1% 2,031 $722K
Iron Gate Global Advisors LLC 0.07% Reduce -8.9% 2,032 $722K
One Day In July LLC 0.06% Add +0.2% 2,029 $721K
Wernau Asset Management Inc. 0.75% Reduce -0.4% 2,028 $721K
Flaharty Asset Management, LLC 0.09% Reduce -32.5% 2,028 $721K
V. M. Manning & Co., Inc. 0.66% No change 2,269 $720K
Successful Portfolios LLC 0.42% Add +20.2% 2,024 $719K
Compass Wealth Management LLC 0.16% No change 2,018 $717K
Connecticut Wealth Management, LLC 0.03% New 2,013 $715K
Macquarie Group Ltd. 0.00% New 2,010 $714K
Colton Groome Financial Advisors, LLC 0.22% Add +7.0% 2,003 $712K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.96% New 2,000 $711K
Stelac Advisory Services LLC 0.25% Reduce -8.8% 1,999 $711K
Novem Group 0.08% Add +4.5% 1,998 $710K
Van Cleef Asset Management,Inc 0.07% No change 1,993 $708K
4J Wealth Management LLC 0.42% No change 1,990 $707K
Occidental Asset Management, LLC 0.09% Add +44.5% 1,989 $707K
New Century Financial Group, LLC 1.25% Reduce -15.3% 1,986 $706K
Linscomb Wealth, Inc. 0.03% Add +5.3% 1,984 $705K
Windsor Capital Management, LLC 0.19% Reduce -14.3% 1,982 $705K
RB Capital Management, LLC 0.15% Add +2.9% 1,981 $704K
Blume Capital Management, Inc. 0.14% No change 1,980 $704K
Wedmont Private Capital 0.03% Add +44.4% 1,921 $704K
Quantum Portfolio Management LLC 0.21% Add +17.9% 1,975 $702K
Sagespring Wealth Partners, LLC 0.01% Add +7.6% 1,974 $702K
Atlas Brown,Inc. 0.21% Add +0.3% 1,971 $701K
Cidel Asset Management Inc. 0.04% Add +1.3% 1,964 $698K
PBMares Wealth Management LLC 0.11% Add +24.3% 1,956 $695K
Silver Grove Financial Group, Inc. 0.66% — 1,955 $695K
NCM Capital Management, LLC 0.27% No change 1,945 $691K
Purus Wealth Management, LLC 0.22% Add +0.1% 1,945 $691K
Empirical Finance, LLC 0.03% No change 1,945 $691K
Davidson Investment Advisors 0.03% No change 1,945 $691K
Arbor Investment Advisors, LLC 0.09% No change 1,941 $690K
Jackson, Grant Investment Advisers, Inc. 0.23% No change 1,937 $689K
Guyasuta Investment Advisors Inc. 0.04% No change 1,936 $688K
Manhattan West Asset Management, LLC 0.15% Add +15.1% 1,932 $687K
Provident Wealth Management, LLC 0.21% No change 1,930 $686K
Element Wealth, LLC 0.30% No change 1,927 $685K
Diversified Trust Co. 0.01% Add +11.2% 1,927 $685K
Chilton Capital Management LLC 0.02% Add +5.0% 1,926 $685K
Baron Silver Stevens Financial Advisors, LLC 0.10% Add +0.3% 1,925 $684K
Edge Financial Advisors LLC 0.31% Add +59.0% 1,922 $683K
Capital City Trust Co. 0.17% No change 1,919 $682K
Wealth Alliance Advisory Group, LLC 0.12% Add +21.3% 1,917 $681K
Mascagni Wealth Management, Inc. 0.53% Reduce -0.5% 1,914 $680K
Q3 Asset Management 0.23% Reduce -4.8% 1,915 $680K
MKT Advisors LLC 0.25% No change 1,906 $679K
GQG Partners LLC 0.00% No change 1,908 $678K
Alhambra Investment Management LLC 0.32% Reduce -8.5% 1,904 $677K
Farmers National Bank 0.16% Reduce -2.1% 1,893 $673K
Salem Investment Counselors Inc. 0.02% Reduce -1.3% 1,891 $672K
All Terrain Financial Advisors, LLC 0.22% Reduce -4.9% 1,887 $671K
Guardian Asset Advisors, LLC 0.36% Reduce -0.5% 1,882 $669K
CLG LLC 0.18% Reduce -0.8% 1,878 $668K
Eagle Capital Management, LLC 0.25% No change 1,872 $665K
Klingenstein Fields & Co. LP 0.03% Add +27.2% 1,870 $665K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.22% Add +1.5% 1,809 $664K
Medallion Wealth Advisors, LLC 0.23% Add +1.5% 1,861 $662K
First Pacific Financial 0.09% Reduce -1.8% 1,861 $662K
Sage Rhino Capital LLC 0.13% No change 1,860 $661K
Concorde Asset Management, LLC 0.28% — 1,868 $661K
Manchester Financial Inc. 0.13% Reduce -21.8% 1,858 $660K
Sei Investments Co. 0.00% New 1,855 $659K
Essex LLC 0.12% Reduce -0.2% 1,847 $657K
Tectonic Advisors LLC 0.04% Reduce -13.8% 1,846 $656K
LifeGuide Financial Advisors, LLC 0.24% No change 2,127 $654K
Dynamic Financial Group 0.57% Reduce -0.5% 1,838 $653K
LVW Advisors, LLC 0.07% Add +41.7% 1,836 $653K
Sandy Cove Advisors, LLC 0.21% Add +37.5% 1,833 $652K
New Republic Capital, LLC 0.20% No change 1,832 $651K
Northern Financial Advisors Inc 0.34% New 1,828 $650K
Bull Street Advisors, LLC 0.30% No change 1,827 $649K
Clarus Group, Inc. 0.23% No change 1,825 $649K
Davis R M Inc. 0.01% Add +1.7% 1,824 $648K
West Paces Advisors Inc. 0.13% Reduce -4.0% 1,823 $648K
PGIM Custom Harvest LLC 0.01% New 1,821 $647K
Klingman & Associates, LLC 0.03% Add +1.2% 1,812 $644K
Tobias Financial Advisors, Inc. 0.10% Add +1.0% 1,809 $643K
Symmetry Partners, LLC 0.07% No change 1,805 $642K
Wealth Preservation Advisors, LLC 0.37% Add +8.2% 1,802 $641K
Wealth Management Partners, LLC 0.20% No change 1,802 $641K
Roman Butler Fullerton & Co. 0.17% Add +3.2% 1,762 $640K
Aire Advisors, LLC 0.12% No change 1,794 $638K
Mid-American Wealth Advisory Group, Inc. 0.28% Reduce -4.0% 1,792 $637K
Wescott Financial Advisory Group, LLC 0.06% Reduce -1.0% 1,788 $636K
Investment Partners Asset Management, Inc. 0.42% Add +0.5% 1,788 $636K
Asset Dedication, LLC 0.04% Add +1.9% 1,786 $635K
Steel Grove Capital Advisors, LLC 0.08% No change 2,082 $635K
Heritage Financial Services, LLC 0.06% New 1,785 $635K
Smartleaf Asset Management LLC 0.04% Reduce -0.1% 1,796 $633K
NFSG Corp 0.09% Add +9.4% 1,778 $632K
Oldfather Financial Services, LLC 0.20% New 1,777 $632K
Key Client Fiduciary Advisors, LLC 0.21% Add +14.3% 1,762 $626K
Riverstone Advisors, LLC 0.31% No change 1,756 $624K
Main Street Group, LTD 0.20% Add +0.1% 1,755 $624K
First National Bank Sioux Falls 0.19% No change 1,755 $624K
Navis Wealth Advisors, LLC 0.47% No change 1,752 $623K
Safeguard Investment Advisory Group, LLC 0.15% Reduce -2.3% 1,751 $622K
Diamant Asset Management, Inc. 0.46% Reduce -4.1% 1,750 $622K
BIP Wealth, LLC 0.03% Add +132.0% 1,749 $622K
VestGen Investment Management 0.37% Add +1.9% 1,748 $621K
Duncker Streett & Co. Inc. 0.11% No change 1,746 $621K
Madden Advisory Services, Inc. 0.26% Reduce -3.1% 1,744 $620K
Willow Creek Wealth Management Inc. 0.05% Add +39.3% 1,741 $619K
Stratos Investment Management, LLC 0.03% No change 1,740 $619K
BCS Private Wealth Management, Inc. 0.22% Add +20.9% 1,735 $617K
Knuff & Co LLC 0.18% Add +9.5% 1,735 $617K
VSM Wealth Advisory, LLC 0.19% No change 1,732 $616K
Joseph P. Lucia & Associates, LLC 0.23% Add +2.4% 1,729 $615K
Fortress Financial Group, LLC 0.47% Add +0.1% 1,727 $614K
Cypress Capital, LLC 0.18% No change 1,725 $613K
Williams & Novak, LLC 0.47% No change 1,724 $613K
Arrow Financial Corp 0.06% Reduce -2.0% 1,722 $612K
Aspen Wealth Management LLC 0.14% Add +1.9% 1,721 $612K
Quotient Wealth Partners, LLC 0.02% Add +2.0% 1,719 $611K
KG Capital Management 0.17% Reduce -11.3% 1,719 $611K
Artemis Wealth Advisors, LLC 0.09% No change 1,706 $606K
Cahaba Wealth Management, Inc. 0.04% Reduce -1.9% 1,705 $606K
Kessler Investment Group, LLC 0.26% Reduce -41.2% 1,703 $605K
North Capital, Inc. 0.47% Add +83.7% 1,699 $604K
Baker Avenue Asset Management, LP 0.01% Reduce -35.0% 1,697 $603K
German American Bancorp, Inc. 0.05% No change 1,697 $603K
Somerset Trust Co 0.19% Add +20.8% 1,694 $602K
Foster Group, Inc. 0.02% No change 1,694 $602K
Coastline Trust Co 0.06% Add +635.2% 1,691 $601K
Grantvest Financial Group LLC 0.41% Add +0.9% 1,689 $600K
Fortitude Advisory Group L.L.C. 0.32% Add +6.3% 1,688 $600K
Houlihan Financial Resource Group, Ltd. 0.53% Reduce -63.5% 1,685 $599K
First National Bank of Hutchinson 0.32% No change 1,685 $599K
UMB Bank, n.a. 0.01% No change 1,679 $597K
Barlow Wealth Partners, LLC 0.07% Reduce -6.2% 1,578 $595K
Old Mission Investment Co LLC 0.15% New 1,673 $595K
IAM Advisory, LLC 0.13% No change 1,666 $592K
Goepper Burkhardt LLC 0.20% Reduce -1.8% 1,665 $592K
Paragon Capital Management Ltd 0.11% No change 1,664 $592K
Alpha Omega Wealth Management LLC 0.10% No change 1,658 $589K
Cloud Capital Management, LLC 0.31% Reduce -4.3% 1,659 $589K
Cavalier Investments, LLC 0.24% No change 1,656 $589K
KPP Advisory Services LLC 0.09% Add +1.0% 1,646 $585K
Avondale Wealth Management 0.31% Reduce -0.4% 1,641 $583K
Freedom Financial Partners LLC 0.22% No change 1,641 $583K
Legacy Trust 0.11% No change 1,631 $580K
Family Office Research LLC 0.25% No change 1,629 $579K
CM Wealth Advisors LLC 0.15% New 1,629 $579K
Spectrum Wealth Advisory Group, LLC 0.24% Reduce -0.3% 1,628 $579K
Main Line Retirement Advisors, LLC 0.30% No change 1,625 $578K
CFO4Life Group, LLC 0.08% Reduce -1.0% 1,622 $577K
Saxon Interests, Inc. 0.23% Add +8.0% 1,811 $576K
Coppell Advisory Solutions LLC 0.06% Add +1.4% 1,631 $575K
Fairvoy Private Wealth, LLC 0.13% New 1,617 $575K
Connable Office Inc. 0.05% No change 1,611 $573K
Cypress Wealth Services, LLC 0.09% Add +3.2% 1,606 $571K
Fullcircle Wealth LLC 0.20% Reduce -0.1% 1,574 $570K
Kellett Wealth Advisors, LLC 0.34% Add +38.3% 1,604 $570K
Haverford Trust Co 0.01% Add +0.1% 1,602 $569K
Chelsea Counsel Co. 0.25% No change 1,600 $569K
Avestar Capital, LLC 0.04% No change 1,598 $568K
Bigelow Investment Advisors, LLC 0.23% No change 1,595 $567K
Hendershot Investments Inc. 0.07% Reduce -6.5% 1,595 $567K
Cornerstone Capital, Inc. 0.06% No change 1,590 $565K
Curio Wealth, LLC 0.23% Reduce -0.1% 1,589 $565K
MV Capital Management, Inc. 0.05% Add +2.6% 1,583 $563K
Capstone Financial Advisors, Inc. 0.03% Add +110.0% 1,583 $563K
Acorn Financial Advisory Services Inc. 0.09% Add +35.6% 1,583 $563K
Biltmore Family Office, LLC 0.08% Reduce -3.1% 1,583 $563K
Vicus Capital 0.04% Add +8.1% 1,583 $563K
Human Investing LLC 0.08% No change 1,582 $562K
Hapanowicz & Associates Financial Services, Inc 0.26% Add +2.9% 1,579 $561K
MeadowBrook Investment Advisors LLC 0.49% No change 1,578 $561K
Avaii Wealth Management, LLC 0.21% Add +2.7% 1,578 $561K
Courier Capital LLC 0.03% Add +6.3% 1,576 $560K
Nicollet Investment Management, Inc. 0.18% Reduce -4.5% 1,575 $560K
Wick Capital Partners, LLC 0.13% Add +278.4% 1,574 $560K
Durante & Waters, LLC 0.41% No change 1,570 $558K
Liberty Capital Management, Inc. 0.10% Add +17.2% 1,570 $558K
Texas Capital Bank Wealth Management Services Inc 0.05% New 1,570 $558K
Brogan Financial, Inc. 0.24% Reduce -3.3% 1,566 $557K
Paladin Advisory Group, LLC 0.43% No change 1,565 $556K
DF Dent & Co. Inc. 0.01% No change 1,565 $556K
Lockerman Financial Group, Inc. 0.70% Reduce -11.9% 1,561 $555K
Altiora Financial Group, LLC 0.10% Reduce -3.1% 1,560 $555K
Wellment Financial 0.66% Reduce -0.2% 1,558 $554K
OLIO Financial Planning 0.16% Add +0.1% 1,555 $553K
MassMutual Private Wealth & Trust, FSB 0.01% No change 1,551 $551K
Stablepoint Partners, LLC 0.09% No change 1,547 $550K
AIFG Consultants Ltd. 0.97% Reduce -15.5% 1,542 $548K
Clearview Wealth Advisors LLC 0.35% No change 1,542 $548K
RMR Wealth Builders 0.05% Add +4.4% 1,541 $548K
Stephens Consulting, LLC 0.19% Reduce -14.9% 1,539 $547K
Parisi Gray Wealth Management 0.14% Add +0.1% 1,539 $547K
Panoramic Investment Advisors, LLC 0.31% Reduce -24.6% 1,530 $544K
Strathmore Capital Advisors, Inc. 0.22% Reduce -0.7% 1,530 $544K
FourThought Financial Partners, LLC 0.05% Add +47.7% 1,530 $544K
Garde Capital, Inc. 0.03% No change 1,528 $543K
Ridgewood Investments LLC 0.23% Add +10.8% 1,527 $543K
Blue Zone Wealth Advisors, LLC 0.11% Add +8.5% 1,525 $542K
Aventura Private Wealth, LLC 0.20% Add +10.9% 1,524 $542K
Kane Investment Management, Inc. 0.26% Reduce -13.6% 1,519 $540K
Peoples Bank 0.54% Reduce -29.7% 1,518 $540K
Ameritas Investment Partners, Inc. 0.02% No change 1,517 $539K
OneAscent Family Office, LLC 0.44% Reduce -15.7% 1,515 $539K
Chicago Capital, LLC 0.01% No change 1,515 $539K
Richardson Financial Services Inc. 0.33% Reduce -30.8% 1,511 $537K
Aquire Wealth Advisors, LLC 0.13% No change 1,510 $537K
Cypress Asset Management Inc. 0.12% No change 1,507 $536K
Heritage Wealth Advisors 0.02% No change 1,504 $535K
Brown Miller Wealth Management, LLC 0.15% No change 1,503 $534K
Resonant Capital Advisors, LLC 0.03% No change 1,503 $534K
King Wealth Management Group 0.07% Add +4.5% 1,503 $534K
Barrett & Company, Inc. 0.18% No change 1,501 $534K
Financial Enhancement Group LLC 0.07% Reduce -1.0% 1,433 $534K
Alpha Wealth Funds, LLC 0.44% Reduce -7.1% 1,500 $533K
Hara Capital LLC 0.31% No change 1,500 $533K
Merrion Investment Management Co, LLC 0.31% Add +50.0% 1,500 $533K
Catalyst Private Wealth, LLC 0.23% No change 1,500 $533K
Commonwealth Retirement Investments LLC 0.18% No change 1,500 $533K
Prism Advisors, Inc. 0.14% Reduce -27.6% 1,500 $533K
Wealth Management Nebraska 0.06% No change 1,500 $533K
Cantor Fitzgerald Investment Advisors L.P. 0.04% Reduce -6.3% 1,500 $533K
Centerpoint Advisors, LLC 0.17% No change 1,500 $533K
Clear Point Advisors Inc. 0.41% No change 1,499 $533K
StrongBox Wealth, LLC 0.18% Add +0.8% 1,499 $533K
Capital Analysts, LLC 0.02% Add +29.7% 1,497 $532K
Webster Bank, N. A. 0.05% Add +16.3% 1,495 $531K
Seeds Investor LLC 0.11% Add +52.7% 1,490 $530K
Cadence Bank 0.03% Reduce -5.3% 1,490 $530K
Keynote Financial Services LLC 0.32% Add +11.2% 1,483 $527K
Castleview Partners, LLC 0.29% Reduce -11.9% 1,477 $525K
Brave Asset Management Inc. 0.13% No change 1,472 $523K
Fearless Solutions, LLC dba Best Invest 0.34% Add +6.4% 1,470 $523K
Wellington Shields & Co., LLC 0.14% Reduce -5.0% 1,460 $519K
Global Wealth Management, LLC 0.27% No change 1,457 $518K
Mengis Capital Management, Inc. 0.10% No change 1,455 $517K
Legacy Financial Group LLC 0.07% Add +6.3% 1,455 $517K
Eagle Harbor Asset Management Inc. 0.45% Add +0.3% 1,454 $517K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -11.9% 1,453 $516K
Central Bank & Trust Co. 0.08% Add +11.5% 1,450 $515K
Tritonpoint Wealth, LLC 0.04% Add +10.1% 1,446 $514K
Cornerstone National Bank & Trust Co 0.21% No change 1,445 $514K
IVC Wealth Advisors LLC 0.23% Add +1.3% 1,442 $513K
Crestmont Private Wealth LLC 0.17% No change 1,438 $511K
Second Line Capital, LLC 0.11% Reduce -4.7% 1,438 $511K
Mathes Company, Inc. 0.18% No change 1,435 $510K
Howard Bailey Securities, LLC 0.15% Add +9.7% 1,435 $510K
Capital Asset Advisory Services LLC 0.02% Reduce -3.0% 1,433 $509K
Iams Wealth Management, LLC 0.20% Add +3.8% 1,433 $509K
Horizon Investments, LLC 0.01% Add +136.2% 1,429 $508K
Patriot Investment Management Group, Inc. 0.03% Add +23.9% 1,427 $507K
1248 Management, LLC 0.29% Reduce -55.7% 1,425 $507K
M1 Capital Management LLC 0.22% No change 1,423 $506K
Sound Financial Strategies Group, LLC 0.37% No change 1,420 $505K
Fort Sheridan Advisors LLC 0.07% Reduce -0.6% 1,420 $505K
Kaizen Financial Strategies 0.23% No change 1,377 $504K
Runnymede Capital Advisors, Inc. 0.41% Add +3.6% 1,417 $504K
Magnolia Private Wealth, LLC 0.37% Add +4.9% 1,416 $503K
Primoris Wealth Advisors, LLC 0.32% Reduce -90.0% 1,412 $502K
Wealth Effects LLC 0.16% Add +2.3% 1,411 $502K
Goodman Financial Corp 0.10% No change 1,410 $501K
Burling Wealth Partners, LLC 0.08% No change 1,410 $501K
Comprehensive Money Management Services LLC 0.35% No change 1,409 $501K
Marks Group Wealth Management, Inc 0.05% No change 1,404 $499K
Park Square Financial Group, LLC 2.15% Reduce -64.8% 1,403 $499K
Ardent Capital Management, Inc. 0.21% No change 1,400 $498K
Anchor Investment Management, LLC 0.04% Add +9.6% 1,399 $497K
Thomas J. Herzfeld Advisors, Inc. 0.17% No change 1,398 $497K
Wealth Alliance, LLC 0.05% Add +12.8% 1,394 $496K
Willis Johnson & Associates, Inc. 0.03% Reduce -3.0% 1,392 $495K
James J. Burns & Company, LLC 0.07% Reduce -20.1% 1,391 $494K
Washington Trust Bank 0.04% Reduce -10.9% 1,390 $494K
Cornerstone Advisors Asset Management, LLC 0.09% No change 1,390 $494K
Avion Wealth 0.11% Add +4.9% 1,389 $493K
McAdam, LLC 0.02% Reduce -0.1% 1,383 $492K
Westmount Partners, LLC 0.13% Add +0.2% 1,374 $489K
Prentiss Smith & Co. Inc. 0.28% No change 1,376 $489K
AAF Wealth Management, LLC 0.22% Reduce -96.0% 1,376 $489K
Eldridge Investment Advisors, Inc. 0.11% No change 1,376 $489K
Verus Financial Partners, Inc. 0.05% New 1,372 $488K
Sunbeam Capital Management, LLC 0.30% Add +6.4% 1,371 $487K
Madrona Financial Services, LLC 0.11% Reduce -2.4% 1,367 $486K
Penobscot Wealth Management 0.16% Add +1.9% 1,365 $485K
Foster Victor Wealth Advisors, LLC 0.03% Add +20.9% 1,356 $485K
Parker Investment Management, LLC 0.07% No change 1,362 $484K
Physician Wealth Advisors, Inc. 0.07% Reduce -0.3% 1,354 $481K
Lanark Financial, Inc. 0.04% Reduce -51.0% 1,354 $481K
Sterneck Capital Management, LLC 0.22% No change 1,350 $480K
Cordgrass Capital Advisors, LLC 0.12% No change 1,350 $480K
Allred Capital Management, LLC 0.17% No change 1,348 $479K
Leisure Capital Management 0.16% Add +2.3% 1,346 $478K
LongView Asset Management LLC 0.33% No change 1,345 $478K
Birch Hill Investment Advisors LLC 0.02% No change 1,340 $476K
Uptick Partners, LLC 0.13% Add +0.8% 1,339 $476K
Portfolio Strategies, Inc. 0.06% Add +50.2% 1,337 $475K
Cathy Pareto & Associates, Inc. 0.36% No change 1,337 $475K
T. Rowe Price Associates Inc. 0.00% No change 1,335 $475K
Indiana Trust & Investment Management Co 0.14% Reduce -3.2% 1,334 $474K
Washington Trust Advisors, Inc. 0.04% Add +2.6% 1,333 $474K
Valtinson Bruner Financial Planning LLC 0.14% Add +4.3% 1,331 $473K
UNIVEST FINANCIAL Corp 0.03% Add +36.3% 1,330 $473K
Sageworth Trust Co 0.02% New 1,328 $472K
SeaBridge Investment Advisors LLC 0.08% Add +14.7% 1,325 $471K
City Center Advisors, LLC 0.46% Add +31.3% 1,321 $470K
Adamsbrown Wealth Consultants LLC 0.13% Add +0.8% 1,318 $469K
Keyvantage Wealth, LLC 0.20% New 1,315 $467K
Prepared Retirement Institute LLC 0.24% Add +11.5% 1,307 $465K
Roberts Glore & Co. Inc. 0.13% New 1,305 $464K
Raab & Moskowitz Asset Management LLC 0.10% No change 1,304 $464K
Buckhead Capital Management LLC 0.17% Add +8.6% 1,301 $462K
one8zero8, LLC 0.10% No change 1,300 $462K
Harvey Capital Management Inc. 0.10% No change 1,300 $462K
RDA Financial Network 0.11% Reduce -14.7% 1,299 $462K
Strait & Sound Wealth Management LLC 0.18% Add +1.6% 1,297 $461K
Glassman Wealth Services 0.06% No change 1,297 $461K
Ballast, Inc. 0.11% No change 1,295 $460K
Vanguard Capital Wealth Advisors 0.37% Add +1.6% 1,292 $459K
TPG Advisors LLC 0.30% No change 1,291 $459K
Ellenbecker Investment Group 0.07% Add +4.0% 1,291 $459K
GEM Asset Management, LLC 0.22% No change 1,245 $456K
Wincap Financial LLC 0.31% Add +75.5% 1,279 $455K
Elite Financial, Inc. 0.21% Reduce -14.3% 1,200 $454K
Dynamic Wealth Strategies, LLC 0.30% No change 1,273 $453K
Revisor Wealth Management LLC 0.16% Add +2.4% 1,237 $452K
Clark Capital Management Group, Inc. 0.00% Add +26.9% 1,269 $451K
Beckerman Institutional, LLC 0.27% Add +0.1% 1,269 $451K
Custos Family Office, LLC 0.25% Add +17.8% 1,268 $451K
FSA Advisors, Inc. 0.36% Add +20.4% 1,267 $451K
Centurion Wealth Management LLC 0.10% No change 1,266 $450K
M. Kulyk & Associates, LLC 0.09% Add +26.6% 1,266 $450K
Ade, LLC 0.23% No change 1,265 $450K
Harfst & Associates, Inc. 0.08% New 1,262 $449K
Jupiter Wealth Management LLC 0.21% Add +93.8% 1,260 $448K
Lewis Asset Management, LLC 0.18% Add +14.6% 1,258 $447K
Bard Associates Inc. 0.12% Reduce -4.3% 1,255 $446K
Root Financial Partners, LLC 0.03% Add +37.1% 1,252 $445K
Banyan Capital Management, Inc. 0.20% New 1,250 $444K
Stuart Investment Advisors, Inc. 0.42% No change 1,248 $444K
Cornerstone Management, Inc. 0.07% Reduce -5.0% 1,244 $442K
EFG Asset Management (Americas) Corp. 0.08% Add +27.8% 1,241 $441K
ETF Store, Inc. 0.47% No change 1,237 $440K
Benchmark Financial Wealth Advisors, LLC 0.13% Add +1.8% 1,236 $439K
IMA Advisory Services, Inc. 0.04% No change 1,235 $439K
Tompkins Financial Corp. 0.04% No change 1,232 $438K
Full Sail Capital, LLC 0.02% No change 1,231 $438K
Keystone Wealth Services, LLC 0.10% Add +0.3% 1,229 $437K
Zhang Financial LLC 0.02% No change 1,224 $435K
Parkside Financial Bank & Trust 0.03% No change 1,223 $435K
Strengthening Families & Communities, LLC 0.10% Add +6.6% 1,609 $434K
Cornell Pochily Investment Advisors, Inc. 0.13% Add +0.8% 1,217 $433K
Investors Research Corp 0.08% No change 1,216 $432K
Creekmur Asset Management LLC 0.07% Add +0.8% 1,216 $432K
Midwest Financial Network, LLC 0.35% Add +38.1% 1,213 $431K
Drive Wealth Management, LLC 0.09% Reduce -30.3% 1,212 $431K
Belfer Management LLC 5.98% No change 1,211 $430K
Aviso Financial Inc. 0.02% Reduce -7.1% 1,211 $430K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 1,210 $430K
Cushing Capital Partners, LLC 0.34% No change 1,209 $430K
High Falls Advisors, Inc 0.09% Add +4.0% 1,206 $429K
Ascentis Independent Advisors 0.07% Add +7.6% 1,205 $428K
Compass Financial Group, INC 0.06% Add +24.6% 1,205 $428K
Jackson Square Capital, LLC 0.09% Add +1.4% 1,202 $427K
Shepherd Financial Partners LLC 0.04% No change 1,202 $427K
Verde Servicos Internacionais S.A. 0.12% Add +20.0% 1,200 $427K
LYNX Capital Group Ltd. 0.20% Reduce -3.4% 1,200 $427K
Goldstone Financial Group, LLC 0.05% Add +64.8% 1,200 $427K
Hennion & Walsh Asset Management, Inc. 0.02% No change 1,200 $427K
Nicolet Bankshares Inc. 0.07% Reduce -7.7% 1,198 $426K
Teamwork Financial Advisors, LLC 0.05% Reduce -97.6% 1,196 $425K
Broadleaf Partners, LLC 0.09% Reduce -0.8% 1,194 $424K
Earned Wealth Advisors, LLC 0.07% Add +1.3% 1,193 $424K
Provident Investment Management, Inc. 0.04% Reduce -0.1% 1,185 $421K
Portland Global Advisors LLC 0.05% No change 1,182 $420K
Whitener Capital Management, Inc. 0.10% Add +18.0% 1,180 $419K
North Berkeley Wealth Management, LLC 0.33% Add +10.8% 1,177 $418K
Broadway Wealth Solutions, Inc. 0.23% Reduce -0.3% 1,176 $418K
Boothbay Fund Management, LLC 0.01% Reduce -88.3% 1,170 $416K
USAdvisors Wealth Management, LLC 0.14% Reduce -21.7% 1,170 $415K
Stanich Group LLC 0.25% New 1,167 $415K
Peak Financial Management, Inc. 0.11% Add +3.7% 1,167 $415K
Virtue Capital Management, LLC 0.07% Reduce -87.1% 3,426 $415K
Quartz Partners, LLC 0.15% Add +13.0% 1,166 $414K
Select Asset Management & Trust 0.13% New 1,166 $414K
Main Management LLC 0.03% No change 1,166 $414K
Highlander Partners, L.P. 0.14% No change 1,160 $412K
Southern Capital Advisors, LLC 0.19% No change 1,157 $411K
Satovsky Asset Management LLC 0.08% No change 1,154 $410K
Searle & Co. 0.11% No change 1,150 $409K
Dynamic Technology Lab Private Ltd 0.07% Reduce -27.2% 1,147 $408K
Schwallier Wealth Management LLC 0.25% No change 1,147 $408K
MB Generational Wealth, LLC 0.26% — 1,144 $407K
Dopkins Wealth Management, LLC 0.17% No change 1,144 $407K
Shariaportfolio, Inc. 0.16% Reduce -16.0% 1,143 $406K
Hemington Wealth Management 0.05% Add +4133.3% 1,143 $406K
Gradient Investments LLC 0.01% Reduce -29.6% 1,142 $406K
Compton Financial Group, LLC 0.10% Reduce -1.0% 1,140 $405K
GK Wealth Management LLC 0.30% Add +9.7% 1,139 $405K
Core Wealth Partners LLC 0.19% Add +3.6% 1,138 $405K
Diker Management LLC 0.33% No change 1,137 $404K
Ironwood Financial, llc 0.07% Reduce -3.8% 1,136 $404K
Heritage Wealth Management, Inc. 0.12% Add +68.4% 1,135 $403K
Bernardo Wealth Planning LLC 0.08% Add +10.2% 1,132 $402K
True North Advisors, LLC 0.06% New 1,125 $400K
Eagle Wealth Strategies LLC 0.20% No change 1,123 $399K
SilverOak Wealth Management LLC 0.07% Add +15.8% 1,122 $399K
Carmel Capital Management L.L.C. 0.12% Add +17.3% 1,120 $398K
Lantz Financial LLC 0.09% No change 1,120 $398K
Asset Advisors Investment Management, LLC 0.04% Reduce -4.3% 1,120 $398K
Gallacher Capital Management LLC 0.16% Add +1.9% 1,119 $398K
Vance Wealth, LLC 0.12% No change 1,118 $397K
Global Trust Asset Management, LLC 0.18% No change 1,114 $396K
HFG Wealth Management, LLC 0.21% No change 1,113 $396K
Grandfield & Dodd, LLC 0.02% Add +36.9% 1,113 $396K
Stewardship Advisors, LLC 0.09% Reduce -5.6% 1,112 $395K
Middleton & Co. Inc. 0.04% No change 1,112 $395K
Destination Wealth Management 0.01% New 1,112 $395K
SJS Investment Consulting Inc. 0.05% Reduce -1.9% 1,110 $395K
WBH Advisory Inc. 0.03% Reduce -1.0% 1,110 $395K
Apex Wealth Management, LLC 0.28% No change 1,108 $394K
Sigma Investment Counselors Inc. 0.02% Reduce -19.3% 1,106 $393K
KDT Advisors, LLC 0.57% No change 1,104 $392K
Zions Bancorporation, National Association 0.02% No change 1,100 $391K
Peregrine Asset Advisers, Inc. 0.12% Reduce -92.3% 1,099 $391K
TrueWealth Advisors, LLC 0.11% Add +9.7% 1,099 $391K
Unified Investment Management 0.39% Add +19.0% 1,098 $390K
L.K. Benson & Company, P.C. 0.21% No change 1,098 $390K
Westhampton Capital, LLC 0.19% No change 1,098 $390K
Uhlmann Price Securities, LLC 0.24% No change 1,096 $390K
Garrett Wealth Advisory Group, LLC 0.08% No change 1,095 $389K
Stephenson & Company, Inc. 0.22% Reduce -4.4% 1,094 $389K
RAM Investment Partners, LLC 0.07% Reduce -19.3% 1,094 $389K
Lester Murray Antman dba SimplyRich 0.10% No change 1,089 $387K
Opus Capital Group, LLC 0.04% Reduce -16.2% 1,088 $387K
JNBA Financial Advisors 0.04% No change 1,086 $386K
Bragg Financial Advisors, Inc 0.01% Reduce -4.8% 1,086 $386K
First Merchants Corp. 0.01% No change 1,086 $386K
1620 Investment Advisors, Inc. 0.26% Add +19.3% 1,084 $385K
Burney Co./ 0.01% Add +11.5% 1,084 $385K
F/m Investments LLC 0.01% No change 1,083 $385K
Brian Low Financial Group, LLC 0.30% Reduce -0.6% 1,080 $384K
Horrell Capital Management, Inc. 0.16% No change 1,075 $382K
Financial Freedom, LLC 0.19% No change 1,072 $381K
Beverly Hills Private Wealth, LLC 0.07% Reduce -2.7% 1,071 $381K
Lloyd Advisory Services, LLC. 0.18% Add +22.0% 1,070 $380K
CAP Partners, LLC 0.21% Add +30.7% 1,065 $379K
Northstar Group, Inc. 0.06% No change 1,064 $378K
Plante Moran Financial Advisors, LLC 0.02% No change 1,064 $378K
Greenwood Capital Associates LLC 0.04% Reduce -36.6% 1,062 $378K
Allied Investment Advisors, LLC 0.06% Reduce -84.0% 1,058 $376K
Collaborative Wealth Managment Inc. 0.15% Add +8.3% 1,057 $376K
Legacy Financial Strategies, LLC 0.07% Add +5.5% 1,055 $375K
Partners Wealth Management, LLC 0.37% Add +5.0% 1,054 $375K
PFS Partners, LLC 0.18% Add +9.5% 1,053 $374K
One Wealth Advisors, LLC 0.05% Reduce -0.4% 1,053 $374K
GTS Securities LLC 0.01% New 1,053 $374K
VeraBank, N.A. 0.07% New 1,052 $374K
United Capital Management of KS, Inc. 0.05% Reduce -9.5% 1,052 $374K
CGN Advisors LLC 0.03% Reduce -1.7% 1,052 $374K
Ridgecrest Wealth Partners, LLC 0.17% No change 1,050 $373K
Oak Grove Capital LLC 0.08% Reduce -32.3% 1,050 $373K
LaFleur & Godfrey LLC 0.05% No change 1,050 $373K
Matrix Asset Advisors Inc. 0.03% Add +9.7% 1,048 $373K
CGC Financial Services, LLC 0.10% No change 1,047 $372K
Jessup Wealth Management, Inc 0.14% Reduce -14.7% 1,046 $372K
LexAurum Advisors, LLC 0.05% Add +1.4% 1,046 $372K
Walker Asset Management, LLC 0.21% No change 1,045 $371K
Dahring | Cusmano LLC 0.27% Reduce -1.0% 1,043 $371K
Guidance Point Advisors, LLC 0.09% Reduce -0.7% 1,041 $371K
Lincoln Capital LLC 0.07% Add +2.0% 1,035 $370K
Core Wealth Advisors, Inc. 0.10% New 1,036 $368K
Sageworth Trust Co of South Dakota 0.35% No change 1,035 $368K
TLWM 0.07% Add +37.9% 1,033 $367K
Blackston Financial Advisory Group, LLC 0.22% Add +1.5% 1,031 $366K
Slagle Financial, LLC 0.13% Reduce -10.0% 1,030 $366K
Symphony Financial Services, Inc. 0.20% Add +14.1% 1,027 $365K
Great Lakes Retirement, Inc. 0.04% No change 1,026 $365K
Grant Street Asset Management, Inc. 0.08% No change 1,020 $363K
Berkshire Asset Management LLC 0.02% Reduce -0.3% 1,019 $362K
Waycross Investment Management Co 0.37% New 1,018 $362K
Maltin Wealth Management, Inc. 0.15% Add +2.5% 1,015 $361K
Evolution Wealth Management Inc. 0.37% Add +3.9% 1,009 $359K
Kathmere Capital Management, LLC 0.03% Add +8.5% 1,009 $359K
Sulzberger Capital Advisors, Inc. 0.40% Reduce -29.2% 1,007 $358K
Intrepid Capital Management Inc. 0.17% Reduce -3.4% 1,006 $358K
Prosperitas Financial LLC 0.15% New 1,006 $358K
Atlantic Family Wealth, LLC 0.28% Add +35.9% 1,004 $357K
Watts Gwilliam & Co., LLC 0.06% Add +24.9% 1,003 $357K
Smith Thornton Advisors LLC 0.19% Add +0.2% 1,003 $357K
Rothschild Wealth LLC 0.08% No change 1,003 $357K
Corient IA LP 0.27% New 1,000 $355K
Marshall & Sullivan Inc. 0.16% No change 1,000 $355K
Ironsides Asset Advisors, LLC 0.09% No change 1,000 $355K
Old West Investment Management, LLC 0.08% No change 1,000 $355K
J. Goldman & Co LP 0.01% New 1,000 $355K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,000 $355K
Keystone Global Partners, LLC 0.18% No change 998 $355K
Sandhill Capital Partners LLC 0.02% Reduce -11.2% 996 $354K
Argyle Capital Partners, LLC 0.25% Add +44.2% 995 $354K
Spectrum Asset Management, Inc. (NB/CA) 0.12% No change 988 $351K
First Financial Corp. 0.14% No change 986 $350K
Sage Financial Group Inc. 0.02% Add +8.1% 985 $350K
Summit Global Investments 0.02% Add +1.8% 981 $349K
Chapin Davis, Inc. 0.09% New 980 $348K
Highland Capital Management, LLC 0.02% No change 980 $348K
Horst & Graben Wealth Management LLC 0.05% No change 979 $348K
KOM Wealth Management Group, LLC 0.26% Add +6.3% 979 $348K
AG Asset Advisory, LLC 0.29% No change 973 $346K
Falcon Wealth Planning 0.03% Add +23.4% 970 $345K
Blossom Wealth Management 0.56% New 969 $344K
Proactive Wealth Strategies LLC 0.15% No change 968 $344K
Rockwood Wealth Management, LLC 0.03% Add +14.9% 966 $343K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% No change 962 $342K
Graves Light Lenhart Wealth, Inc. 0.04% No change 962 $342K
GR Financial Group, LLC 0.08% Reduce -23.4% 962 $342K
ZynergyRetirementPlanningLLC 0.22% Reduce -3.1% 961 $342K
Kelly Financial Services LLC 0.09% Reduce -8.3% 960 $341K
Pathway Financial Advisers, LLC 0.10% Add +0.5% 964 $341K
Shepherd Kaplan Krochuk, LLC 0.28% No change 959 $341K
Sterling Investment Counsel, LLC 0.11% Add +13.0% 958 $341K
Signature Wealth Management Partners, LLC 0.18% Add +1.6% 955 $339K
Montz Harcus Wealth Management LLC 0.15% No change 950 $338K
Ellis Investment Partners, LLC 0.06% Add +8.0% 949 $337K
City State Bank 0.10% Add +0.2% 948 $337K
Wood Tarver Financial Group, LLC 0.10% Reduce -1.8% 948 $336K
Kieckhefer Group LLC 0.16% No change 945 $336K
Holderness Investments Co. 0.07% Add +1.1% 943 $335K
BTS Asset Management, Inc. 0.43% Reduce -3.8% 941 $334K
Nikulski Financial, Inc. 0.08% Reduce -14.6% 940 $334K
Value Partners Investments Inc. 0.03% New 940 $334K
Novak & Powell Financial Services, Inc. 0.18% Add +4.9% 939 $334K
Independent Solutions Wealth Management, LLC 0.06% No change 939 $334K
McDaniel Terry & Co. 0.03% No change 939 $334K
FSA Wealth Management LLC 0.12% No change 938 $333K
Banco BTG Pactual S.A. 0.05% New 938 $333K
Allen Wealth Management, LLC 0.23% No change 937 $333K
Gilliland Jeter Wealth Management LLC 0.10% No change 937 $333K
Ballew Advisors, Inc 0.19% Add +7.9% 873 $332K
TFR Capital, LLC. 0.11% No change 935 $332K
West Bancorporation Inc. 0.18% No change 934 $332K
Moseley Investment Management Inc. 0.10% Reduce -27.9% 930 $331K
Tanager Wealth Management LLP 0.03% Reduce -44.9% 929 $330K
David J Yvars Group 0.18% Reduce -2.0% 925 $329K
Advus Financial Partners, LLC 0.08% No change 925 $329K
Sloy Dahl & Holst, LLC 0.03% Reduce -1.7% 924 $328K
Souders Financial Advisors 0.04% Reduce -0.8% 924 $328K
Bond & Devick Financial Network, Inc. 0.10% No change 923 $328K
Doliver Advisors, LP 0.08% Reduce -3.4% 923 $328K
Boston Standard Wealth Management, LLC 0.06% No change 920 $327K
Key Financial Inc 0.06% No change 917 $326K
Bruce G. Allen Investments, LLC 0.23% Reduce -0.9% 918 $326K
Peak Asset Management, LLC 0.06% No change 915 $325K
Asset Allocation & Management Company, LLC 0.14% No change 915 $325K
Villere St Denis J & Co. LLC 0.03% No change 914 $325K
Merkkuri Wealth Advisors LLC 0.24% Reduce -9.2% 913 $325K
Gainplan LLC 0.14% Add +4.3% 912 $324K
RPS Advisory Solutions LLC 0.16% Add +16.8% 910 $323K
Snider Financial Group 0.09% Add +0.4% 910 $323K
Plancorp, LLC 0.01% Add +6.7% 907 $322K
Paragon Advisors, LLC 0.08% Reduce -1.1% 904 $321K
Grant Private Wealth Management Inc 0.20% New 903 $321K
Planning Center, Inc. 0.03% Add +3.4% 903 $321K
American State Bank (Iowa) 0.16% No change 902 $321K
Yarger Wealth Strategies, LLC 0.15% No change 901 $320K
Peninsula Asset Management Inc. 0.16% No change 900 $320K
Viewpoint Capital Management LLC 0.14% Add +1.1% 900 $320K
Pps&v Asset Management Consultants, Inc. 0.18% No change 895 $318K
Vestor Capital, LLC 0.02% Add +1141.7% 894 $318K
Insight Wealth Strategies, LLC 0.04% Reduce -1.8% 893 $317K
Kestra Investment Management, LLC 0.01% Reduce -7.4% 893 $317K
A&I Financial Services, LLC 0.15% No change 885 $315K
Hoge Financial Services, LLC 0.18% Add +3.1% 886 $315K
MPWM Advisory Solutions, LLC 0.19% Add +12.6% 885 $315K
JGP Wealth Management, LLC 0.03% No change 886 $314K
Sachetta, LLC 0.12% No change 884 $314K
Coston, McIsaac & Partners 0.07% No change 885 $314K
Beacon Financial Advisory LLC 0.07% No change 883 $314K
TruWealth Advisors, LLC 0.02% No change 882 $314K
SLT Holdings LLC 0.21% Add +12.7% 876 $311K
New Harbor Financial Group, LLC 0.06% No change 876 $311K
Farrell Financial LLC 0.20% No change 875 $311K
WJ Interests, LLC 0.13% No change 875 $311K
Peak Retirement Planning, Inc. 0.09% New 874 $311K
Norris Perne & French LLP 0.02% Add +3.3% 873 $310K
Ranch Capital Advisors Inc. 0.12% Add +1.0% 873 $310K
Tranquility Partners, LLC 0.10% New 872 $310K
Knightsbridge Asset Management, LLC 0.05% Add +6.0% 872 $310K
McCarter Private Wealth Services LLC 0.16% Add +3.2% 870 $309K
Haven Private, LLC 0.14% Add +15.3% 867 $308K
REDW Wealth LLC 0.12% Add +11.7% 867 $308K
Delta Asset Management LLC 0.03% No change 865 $307K
Lake Street Private Wealth, LLC 0.04% New 863 $307K
Opal Wealth Advisors, LLC 0.09% Reduce -51.6% 861 $306K
Eq Wealth Advisors, LLC 0.20% Reduce -8.2% 857 $305K
Principia Wealth Advisory, LLC 0.22% Reduce -2.4% 856 $304K
Brightwater Advisory LLC 0.21% No change 855 $304K
Fielder Capital Group LLC 0.07% No change 852 $303K
K.J. Harrison & Partners Inc 0.04% No change 853 $303K
Consultiva Wealth Management, Corp. 0.85% No change 850 $302K
Hartmann Taylor Wealth Management, LLC 0.22% New 850 $302K
Focused Wealth Management, Inc 0.03% Add +4.0% 849 $302K
Hanover Advisors Inc. 0.12% No change 849 $302K
MRWM Advisors, LLC 0.17% No change 847 $301K
Hickory Point Bank & Trust 0.22% No change 845 $300K
Forefront Wealth Partners, LLC 0.08% New 845 $300K
Financial Security Advisor, Inc. 0.06% Reduce -16.4% 844 $300K
RFP Financial Group LLC 0.12% Reduce -12.6% 834 $300K
Spreng Capital Management, Inc. 0.12% No change 839 $298K
TCP Asset Management, LLC 0.05% No change 839 $298K
Patrick M Sweeney & Associates, Inc. 0.19% Reduce -4.0% 837 $298K
Realta Investment Advisors 0.10% Add +18.4% 835 $297K
Everpar Advisors LLC 0.12% Add +17.2% 832 $296K
Liberty Square Wealth Partners LLC 0.09% No change 830 $295K
DKM Wealth Management, Inc. 0.24% No change 828 $294K
Aegis Financial Corp. 0.11% No change 828 $294K
Guardian Financial Partners, LLC 0.12% New 825 $293K
Kavar Capital Partners Group, LLC 0.04% Reduce -5.7% 825 $293K
Harmony Asset Management LLC 0.10% Add +5.0% 824 $293K
Weitzel Financial Services, Inc. 0.12% No change 765 $291K
Ashton Thomas Securities, LLC 0.04% New 818 $291K
Mission Hills Financial Advisory, LLC 0.15% No change 817 $290K
Sonoma Allocations LLC 0.11% — 732 $290K
Virginia Wealth Management Group, Inc. 0.17% New 815 $290K
Cedar Wealth Management, LLC 0.09% No change 815 $290K
LBMC Investment Advisors, LLC 0.02% No change 815 $290K
Gilman Hill Asset Management, LLC 0.05% Reduce -19.0% 812 $289K
Long Island Wealth Management, Inc. 0.14% No change 808 $287K
Vista Investment Management 0.10% No change 808 $287K
Parkshore Wealth Management, Inc. 0.12% New 807 $287K
Cura Wealth Advisors, LLC 0.11% Add +0.4% 806 $287K
Wilson & Boucher Capital Management, LLC 0.19% No change 805 $286K
Dagco, Inc. 0.07% No change 805 $286K
Callahan Advisors, LLC 0.02% Add +1.9% 805 $286K
WestHill Financial Advisors, Inc. 0.06% Add +7.5% 803 $285K
First Financial Bankshares Inc 0.01% New 801 $285K
Orion Capital Management LLC 0.10% No change 800 $284K
Strata Wealth Advisors, LLC 0.08% New 800 $284K
Gibson Capital, LLC 0.05% No change 800 $284K
Barr E S & Co. 0.02% No change 800 $284K
Fiera Capital Corp 0.00% No change 800 $284K
3EDGE Asset Management, LP 0.02% No change 799 $284K
American Investment Services, Inc. 0.07% Reduce -1.2% 798 $284K
Barnes Pettey Financial Advisors, LLC 0.16% New 798 $284K
Financial Perspectives, Inc 0.08% No change 798 $284K
PMG Wealth Management, Inc. 0.22% Add +19.3% 793 $283K
Confluence Investment Management LLC 0.00% No change 795 $283K
Bay Capital Advisors, LLC 0.18% No change 794 $282K
Boyum Wealth Architects LLC 0.17% Reduce -3.4% 792 $282K
Cottage Street Advisors LLC 0.12% New 792 $282K
Detalus Advisors, LLC 0.07% Add +2.3% 792 $282K
First Nebraska Trust Co 0.03% No change 792 $282K
MRA Advisory Group 0.12% New 787 $280K
LongView Wealth Management 0.08% New 787 $280K
Mizuho Markets Cayman LP 0.02% New 786 $279K
Bright Futures Wealth Management, LLC. 0.22% — 783 $278K
Harbor Capital Advisors, Inc. 0.02% Add +33.2% 783 $278K
Clark Financial Services Group Inc. 0.15% No change 782 $278K
Center for Financial Planning, Inc. 0.03% Add +19.9% 782 $278K
First Western Trust Bank 0.01% Reduce -18.3% 782 $278K
Phil A. Younker & Associates, Ltd. 0.21% Add +4.0% 781 $278K
Secured Retirement Advisors, LLC 0.15% Reduce -8.2% 780 $277K
Divergent Planning, LLC 0.07% No change 775 $277K
Icon Wealth Advisors, LLC 0.02% No change 779 $277K
Intelligent Financial Strategies 0.13% No change 775 $275K
Moneywise, Inc. 0.12% No change 775 $275K
Strategic Equity Management 0.10% No change 775 $275K
Stokes Family Office, LLC 0.03% No change 775 $275K
Cypress Capital Management LLC (WY) 0.28% No change 774 $275K
Strategic Family Wealth Counselors, L.L.C. 0.07% Add +2.7% 773 $275K
Blue Chip Partners, LLC 0.02% Reduce -8.3% 773 $275K
Gallagher Fiduciary Advisors, LLC 0.01% No change 773 $275K
Miller Financial Services LLC 0.32% No change 771 $274K
Studio Investment Management LLC 0.05% No change 770 $274K
Condor Capital Management 0.02% No change 770 $274K
Nicolet Advisory Services, LLC 0.02% New 746 $273K
Foster & Motley Inc. 0.01% Reduce -12.3% 768 $273K
Maia Wealth LLC 0.05% New 720 $272K
DMC Group, LLC 0.19% New 765 $272K
Great Diamond Partners, LLC 0.05% No change 765 $272K
Waddell & Associates, LLC 0.02% Add +9.8% 763 $271K
IAG Wealth Partners, LLC 0.03% Add +1.7% 762 $271K
Vantage Point Financial LLC 0.10% Add +9.0% 762 $271K
Bare Financial Services, Inc 0.08% Reduce -9.3% 761 $271K
DRH Investments, Inc. 0.25% New 760 $270K
Impact Investors, Inc 0.18% Reduce -0.9% 760 $270K
Nottingham Advisors, Inc. 0.04% Reduce -2.2% 760 $270K
Marmo Financial Group, LLC 0.13% No change 757 $269K
Pine Haven Investment Counsel, Inc 0.19% Reduce -3.2% 754 $268K
Baring Financial LLC 0.18% Add +10.4% 754 $268K
Straight Path Wealth Management 0.07% New 754 $268K
Thrive Wealth Management, LLC 0.04% Add +2.0% 753 $268K
Colony Family Offices, LLC 0.07% No change 752 $267K
Solutions 4 Wealth, Ltd 0.41% Reduce -5.2% 751 $267K
Siligmueller & Norvid Wealth Advisors LLC 0.12% New 750 $267K
Capital Planning LLC 0.08% No change 750 $267K
Vermillion Wealth Management, Inc. 0.07% Add +0.1% 750 $267K
Cookson Peirce & Co. Inc. 0.01% New 750 $267K
Team Hewins, LLC 0.09% Reduce -9.1% 749 $266K
Capital Investment Counsel, LLC 0.04% New 748 $266K
Accredited Investor Services, LLC 0.18% Reduce -2.7% 747 $266K
Parr McKnight Wealth Management Group, LLC 0.03% No change 747 $266K
Summit Investment Advisory Services, LLC 0.11% New 746 $265K
William Mack & Associates, Inc. 0.14% No change 745 $265K
Copley Financial Group, Inc. 0.18% New 744 $264K
True Vision MN LLC 0.14% Add +1.6% 744 $264K
Birchcreek Wealth Management, LLC 0.14% No change 742 $264K
North Forty Two & Co. 0.26% No change 741 $263K
First County Bank 0.13% No change 740 $263K
Vawter Financial, Ltd. 0.12% New 740 $263K
TTP Investments, Inc. 0.08% Reduce -3.3% 739 $262K
Meriwether Wealth & Planning, LLC 0.15% No change 738 $262K
Rodgers Brothers Inc. 0.03% No change 738 $262K
Clean Yield Group 0.07% No change 735 $261K
Paragon Capital Management Inc. 0.20% No change 734 $261K
Prudent Investors Network, Inc. 0.06% Add +3.8% 734 $261K
Faithward Advisors, LLC 0.04% Add +7.9% 734 $261K
Beacon Bank & Trust 0.06% No change 734 $261K
Eaton-Cambridge Inc. 0.09% New 733 $261K
Atlantic Edge Private Wealth Management, LLC 0.07% No change 730 $259K
Cadinha & Co. LLC 0.04% Reduce -21.5% 730 $259K
Cannon Financial Strategists, Inc. 0.04% No change 729 $259K
Mittelman Wealth Management 0.17% Reduce -10.5% 728 $259K
Diversified Portfolios, Inc. 0.02% No change 728 $259K
Accretive Wealth Partners, LLC 0.08% No change 727 $258K
G&S Capital LLC 0.10% New 724 $257K
Princeton Capital Management LLC 0.07% No change 723 $257K
Ackerman Capital Advisors, LLC 0.05% No change 721 $256K
Paul R. Ried Financial Group, LLC 0.13% Reduce -0.7% 718 $255K
Sculati Wealth Management, LLC 0.09% Reduce -14.6% 717 $255K
Kera Capital Partners, Inc. 0.04% New 717 $255K
McDonough Capital Management, Inc 0.13% No change 716 $255K
Endeavor Private Wealth, Inc. 0.08% New 715 $254K
IRON Financial LLC 0.12% No change 713 $253K
October Effect Ltd 0.28% Reduce -1.8% 713 $253K
Cladis Investment Advisory, LLC 0.14% Add +1.7% 712 $253K
Rockbridge Investment Management, LCC 0.02% Add +6.9% 711 $253K
McIlrath & Eck, LLC 0.03% Add +35.8% 710 $252K
Rollins Financial Advisors, LLC 0.04% No change 709 $252K
Revolve Wealth Partners, LLC 0.03% New 709 $252K
Novare Capital Management LLC 0.02% No change 708 $252K
Royal Capital Wealth Management, LLC 0.15% New 707 $251K
Register Financial Advisors LLC 0.10% No change 704 $250K
Ruggaard & Associates LLC 0.09% No change 702 $250K
Sonata Capital Group Inc. 0.09% No change 700 $249K
Hunter Perkins Capital Management, LLC 0.06% No change 700 $249K
One Plus One Wealth Management, LLC 0.12% No change 700 $249K
Hudson Value Partners, LLC 0.08% No change 700 $249K
Alaska Wealth Advisors, LLC 0.03% Reduce -17.6% 700 $249K
Exit Wealth Advisors, LLC. 0.17% — 699 $248K
Bill Few Associates, Inc. 0.06% Add +0.7% 698 $248K
Smith Chas P & Associates Pa Cpas 0.02% Reduce -0.7% 697 $248K
Payne Capital Management, LLC 0.08% New 697 $248K
FWG Holdings, LLC 0.11% No change 682 $247K
M3 Advisory Group, LLC 0.15% New 696 $247K
WealthTrust Axiom LLC 0.07% New 696 $247K
Mustico Financial Group, Inc. 0.25% New 726 $247K
Euro Pacific Asset Management, LLC 0.03% New 715 $247K
Jackson Wealth Management, LLC 0.02% Reduce -15.0% 696 $247K
Silver Oak Advisory Group, Inc. 0.11% No change 694 $246K
Fagan Associates, Inc. 0.03% No change 692 $246K
IFS Group,LLC 0.22% — 690 $246K
Sanchez Wealth Management Group 0.05% Reduce -3.5% 691 $246K
Pathway Financial Advisors LLC 0.03% No change 690 $245K
Main Street Research LLC 0.01% No change 689 $245K
Empire Financial Management Company, LLC 0.06% No change 689 $245K
Obsidian Personal Planning Solutions LLC 0.09% New 665 $245K
Kiker Wealth Management, LLC 0.12% Add +2.8% 687 $244K
Hughes Financial Services, LLC 0.04% Add +29.0% 645 $244K
SFE Investment Counsel 0.04% No change 686 $244K
Kearns & Associates LLC 0.13% No change 685 $243K
Foster Dykema Cabot & Partners, LLC 0.02% No change 681 $242K
Northern Capital Management, Inc. 0.13% No change 680 $242K
Cascade Investment Advisors, Inc. 0.15% New 678 $241K
BankPlus Trust Department 0.06% Add +18.9% 678 $241K
Abner Herrman & Brock LLC 0.02% New 677 $241K
Echo45 Advisors LLC 0.14% Reduce -4.4% 677 $241K
Whelan Financial 0.08% No change 677 $241K
Sheets Smith Investment Management 0.16% New 677 $241K
Efficient Advisors, LLC 0.01% Reduce -0.1% 676 $240K
Millstone Evans Group, LLC 0.15% Reduce -29.9% 675 $240K
Accredited Investors Inc. 0.01% New 675 $240K
Guardian Wealth Advisors, LLC 0.13% New 668 $237K
Financial Consulate, Inc. 0.03% New 668 $237K
Corps Capital Advisors, LLC 0.36% Add +1.2% 668 $237K
Synergy Investment Management, LLC 0.09% No change 667 $237K
PayPay Securities Corp 8.50% Add +385.4% 665 $236K
RiverFront Investment Group, LLC 0.00% New 665 $236K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.02% New 664 $236K
QTR Family Wealth, LLC 0.11% No change 663 $236K
Rede Wealth, LLC 0.18% New 660 $235K
Eagle Bay Advisors LLC 0.18% New 660 $235K
Wealthstream Advisors, Inc. 0.04% No change 658 $234K
Wealth Dimensions Group, Ltd. 0.05% No change 657 $234K
Financial Alternatives, Inc 0.14% New 656 $233K
Colonial River Investments, LLC 0.09% Reduce -11.5% 656 $233K
BCR Wealth Strategies, LLC 0.08% New 656 $233K
Abbot Financial Management, Inc. 0.10% New 655 $233K
River Street Advisors LLC 0.09% No change 655 $233K
Allium Financial Advisors, LLC 0.19% New 653 $232K
ODonnell Financial Services, LLC 0.08% New 653 $232K
Salomon & Ludwin, LLC 0.02% No change 648 $232K
Atlas Private Wealth Advisors 0.06% New 651 $231K
Canandaigua National Bank & Trust Co. 0.02% New 651 $231K
Operose Advisors LLC 0.06% Add +18.8% 651 $231K
Lagoda Investment Management, L.P. 0.13% Reduce -7.1% 650 $231K
Norden Group LLC 0.02% New 649 $231K
Financial & Tax Architects, LLC 0.05% Reduce -81.1% 649 $231K
Signet Financial Management, LLC 0.03% Reduce -31.3% 649 $231K
Marshall Financial Group, LLC 0.04% New 648 $230K
Putney Financial Group LLC 0.23% Reduce -18.8% 647 $230K
Round Rock Advisors LLC 0.04% Reduce -2.3% 646 $230K
Hiley Hunt Wealth Management 0.11% New 645 $229K
Contravisory Investment Management, Inc. 0.04% No change 644 $229K
Clearstead Trust, LLC 0.04% Add +2.7% 644 $229K
Brasada Capital Management, LP 0.04% New 644 $228K
Claris Financial LLC 0.13% New 642 $228K
Lantern Wealth Advisors, LLC 0.12% New 641 $228K
Total Investment Management Inc. 0.03% No change 638 $227K
Clarity Financial LLC 0.02% New 635 $226K
Fingerlakes Wealth Management, Inc. 0.15% New 635 $226K
Legacy Edge Advisors, LLC 0.03% New 634 $225K
AA Financial Advisors, LLC 0.04% Reduce -9.7% 633 $225K
Hobart Private Capital, LLC 0.05% New 632 $225K
Zuckerman Investment Group, LLC 0.02% New 629 $224K
Signal Tree Financial Partners LLC 0.18% New 627 $223K
Wills Financial Group LLC 0.09% New 627 $223K
Smith Salley Wealth Management 0.01% New 626 $223K
Baldwin Investment Management, LLC 0.03% Reduce -7.4% 625 $222K
Barden Capital Management, Inc. 0.18% New 624 $222K
Integral Investment Advisors, Inc. 0.06% New 621 $221K
Financial Network Wealth Advisors LLC 0.24% No change 619 $220K
Tru Independence Asset Management 2, LLC 0.14% New 619 $220K
Slocum, Gordon & Co LLP 0.18% Add +7.8% 618 $220K
Elgethun Capital Management 0.04% No change 615 $219K
Syntegra Private Wealth Group, LLC 0.02% New 616 $219K
Atlas Wealth LLC 0.09% New 615 $219K
Castle Wealth Management LLC 0.07% New 613 $218K
PCG Asset Management, LLC 0.17% New 613 $218K
Canandaigua National Trust Co of Florida 0.17% New 613 $218K
LifePlan Financial, LLC 0.17% New 613 $218K
West Branch Capital LLC 0.06% Add +117.0% 612 $218K
Power Wealth Management LLC 0.08% New 611 $217K
Sierra Summit Advisors LLC 0.03% New 610 $217K
Burton Enright Welch 0.03% New 610 $217K
Kings Path Partners LLC 0.08% Add +204.5% 609 $216K
Boston Common Asset Management, LLC 0.01% New 609 $216K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -14.5% 614 $216K
Prasad Wealth Partners, LLC 0.06% New 608 $216K
MAS Advisors LLC 0.34% New 607 $216K
Trueblood Wealth Management, LLC 0.08% New 607 $216K
Berman McAleer LLC 0.03% — 605 $215K
Elm Partners Management LLC 0.01% New 603 $215K
Gryphon Financial Partners LLC 0.02% Reduce -80.7% 603 $214K
Koss-Olinger Consulting, LLC 0.02% No change 701 $214K
GatePass Capital, LLC 0.13% New 602 $214K
Western Pacific Wealth Management, LP 0.21% No change 600 $213K
WFA of San Diego, LLC 0.15% Add +16.5% 600 $213K
General Partner, Inc. 0.12% No change 600 $213K
Trust Co. of Oklahoma 0.06% New 600 $213K
Laffer Tengler Investments, Inc. 0.04% New 600 $213K
GHP Investment Advisors, Inc. 0.01% No change 600 $213K
GAMMA Investing LLC 0.01% No change 599 $213K
Powell Investment Advisors, LLC 0.07% New 598 $213K
John Boyer, Inc. 0.21% — 596 $212K
Rock Point Advisors, LLC 0.06% New 595 $212K
Stone House Investment Management, LLC 0.04% Add +555.6% 590 $210K
Pacifica Partners Inc. 0.07% Reduce -0.2% 586 $209K
Investors Asset Management of Georgia Inc. /Ga/ 0.09% New 584 $208K
Wealth Management Strategies, Inc. 0.10% Reduce -12.5% 583 $207K
Security Financial Services, INC. 0.03% New 582 $207K
Portside Wealth Group, LLC 0.03% New 582 $207K
Orange Investment Advisors, Inc. 0.02% New 581 $207K
Byrne Financial Freedom, LLC 0.10% Reduce -32.6% 580 $206K
Lummis Asset Management, LP 0.14% Add +10.5% 580 $206K
Cobblestone Asset Management LLC 0.09% New 579 $206K
Guardian Partners Inc. 0.02% New 578 $206K
Spinnaker Investment Group, LLC 0.04% New 576 $205K
Seneschal Advisors, LLC 0.15% New 575 $204K
Osprey Private Wealth LLC 0.07% New 575 $204K
Pachira Investments Inc. 0.11% New 574 $204K
Lakeridge Wealth Management LLC 0.09% New 574 $204K
Rooted Wealth Advisors, Inc. 0.06% New 569 $203K
Foundry Financial Group, Inc. 0.11% New 572 $203K
BCS Wealth Management 0.05% Reduce -36.0% 572 $203K
Kirkwood Financial Services 0.08% — 571 $203K
Magnolia Capital Advisors LLC 0.05% New 571 $203K
Guided Capital Wealth Management, LLC 0.17% New 570 $203K
Sterling Investment Advisors, Ltd. 0.04% New 569 $202K
TSA Wealth Managment LLC 0.07% New 566 $201K
LifeGoal Investments, LLC 0.17% New 564 $200K
Investor's Fiduciary Advisor Network, LLC 0.07% New 565 $200K
Sterling Capital Management LLC 0.00% No change 560 $199K
Pilgrim Partners Asia Pte Ltd 0.09% — 550 $196K
Piscataqua Savings Bank 0.15% No change 544 $193K
St Germain D J Co. Inc. 0.01% Reduce -61.0% 541 $192K
Birch Capital Management, LLC 0.10% No change 535 $190K
GoalVest Advisory LLC 0.04% Add +1.1% 530 $188K
Elevation Wealth Partners, LLC 0.07% No change 528 $188K
Field & Main Bank 0.05% Add +17.3% 516 $183K
Evermay Wealth Management LLC 0.02% Reduce -2.1% 515 $183K
Silicon Valley Capital Partners 0.02% Add +86.2% 512 $182K
Resources Management Corp. /CT/ 0.02% No change 505 $180K
Concord Wealth Partners 0.02% Reduce -25.9% 503 $179K
Peoples Financial Services Corp. 0.08% No change 500 $178K
Smallwood Wealth Investment Management, LLC 0.09% No change 499 $177K
Pineridge Advisors LLC 0.05% No change 497 $177K
4WEALTH Advisors, Inc. 0.16% Reduce -17.1% 495 $176K
Morton Brown Family Wealth, LLC 0.05% No change 493 $175K
Old Second National Bank of Aurora 0.04% No change 489 $174K
III Capital Management 0.04% New 477 $170K
Stuart Chaussee & Associates, Inc. 0.04% Add +90.0% 475 $169K
MilWealth Group LLC 0.04% No change 456 $162K
Cutler Capital Management, LLC 0.06% Add +15.4% 456 $162K
SOA Wealth Advisors, LLC. 0.03% Add +114.6% 455 $162K
Redmont Wealth Advisors LLC 0.22% No change 454 $161K
Financial Life Planners 0.11% New 450 $160K
Bangor Savings Bank 0.01% No change 450 $160K
New England Capital Financial Advisors LLC 0.07% Add +4.4% 447 $159K
Cheviot Value Management, LLC 0.02% Add +9.9% 434 $158K
Palisade Asset Management, LLC 0.01% New 440 $156K
Tradewinds Capital Management, LLC 0.03% No change 430 $153K
Vision Financial Markets LLC 0.13% No change 425 $151K
Johnson Financial Group, Inc. 0.01% Add +13.4% 423 $150K
Cary Street Partners Investment Advisory LLC 0.06% No change 422 $150K
Hoey Investments, Inc. 0.02% Add +31.3% 420 $149K
Cedar Mountain Advisors, LLC 0.03% Add +43.2% 408 $145K
Truvestments Capital LLC 0.03% No change 406 $144K
American Wealth Advisors, LLC 0.14% — 400 $142K
Vermillion & White Wealth Management Group, LLC 0.08% Reduce -7.9% 398 $141K
Kentucky Trust Co 0.07% No change 385 $137K
Richard W. Paul & Associates, LLC 0.05% Reduce -15.4% 384 $137K
West Oak Capital, LLC 0.07% Reduce -20.8% 380 $135K
Cherry Tree Wealth Management, LLC 0.03% No change 378 $134K
Covestor Ltd 0.07% Reduce -81.3% 375 $134K
TD Capital Management LLC 0.01% No change 375 $133K
Burkett Financial Services, LLC 0.05% Reduce -7.4% 374 $133K
Missouri Trust & Investment Co 0.04% No change 370 $132K
QVR LLC 0.16% Add +127.3% 366 $130K
Brown, Lisle/Cummings, Inc. 0.03% No change 366 $130K
Family Legacy Financial Solutions, LLC 0.10% Reduce -0.3% 365 $130K
Founders Capital Management 0.07% No change 360 $128K
Chung Wu Investment Group, LLC 0.11% No change 358 $127K
Tripletail Wealth Management, LLC 0.15% New 337 $123K
Howard Capital Management Group, LLC 0.01% New 345 $123K
American National Bank & Trust 0.01% Add +13.8% 331 $118K
Holos Integrated Wealth LLC 0.07% No change 311 $115K
Godsey & Gibb, Inc. 0.01% Add +24.3% 322 $114K
Corundum Trust Company, INC 0.23% New 303 $108K
Tacita Capital Inc 0.06% No change 300 $107K
Lavaca Capital LLC 0.02% New 300 $107K
Costello Asset Management, INC 0.04% No change 297 $106K
AllSquare Wealth Management LLC 0.06% Add +5.4% 295 $105K
Sittner & Nelson, LLC 0.04% No change 295 $105K
Imprint Wealth LLC 0.33% — 292 $104K
Proffitt & Goodson Inc. 0.01% Add +52.6% 290 $103K
Toth Financial Advisory Corp. 0.01% No change 286 $102K
Addison Advisors LLC 0.02% Reduce -1.4% 281 $100K
Crews Bank & Trust 0.01% Add +3.7% 278 $99K
Mowery & Schoenfeld Wealth Management, LLC 0.17% Reduce -9.8% 275 $98K
SIMA Wealth Partners, LLC 0.07% No change 273 $97K
Creative Capital Management Investments LLC 0.03% No change 272 $97K
Halbert Hargrove Global Advisors, LLC 0.00% Add +12.0% 271 $96K
RMG Wealth Management LLC 0.01% No change 256 $95K
Bell Investment Advisors, Inc 0.02% No change 265 $94K
Guerra Advisors Inc 0.03% New 251 $89K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $89K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -39.3% 244 $87K
Anfield Capital Management, LLC 0.02% Add +19.0% 238 $85K
Caldwell Sutter Capital, Inc. 0.04% No change 235 $84K
Summer Road LLC 0.06% Add +7.1% 225 $83K
Valley Wealth Managers, Inc. 0.01% No change 217 $77K
Fortitude Family Office, LLC 0.02% No change 215 $76K
Frazier Financial Advisors, LLC 0.05% Add +77.1% 209 $74K
Front Row Advisors LLC 0.02% No change 200 $71K
Pittenger & Anderson Inc. 0.00% Add +12.7% 178 $63K
Roble, Belko & Company, Inc 0.01% Add +6.0% 177 $63K
Roxbury Financial LLC 0.06% Add +11.4% 176 $63K
North Ridge Wealth Advisors, Inc. 0.04% New 175 $62K
TFC Financial Management, Inc. 0.01% Reduce -55.1% 175 $62K
Inlight Wealth Management, LLC 0.03% Reduce -10.0% 171 $61K
JDM Financial Group LLC 0.03% No change 171 $61K
Accordant Advisory Group Inc 0.04% No change 170 $60K
Advantage Trust Co 0.03% No change 170 $60K
Keystone Financial Group, Inc. 0.03% No change 163 $58K
MCF Advisors LLC 0.00% Add +22.7% 162 $58K
Cape Investment Advisory, Inc. 0.05% Reduce -71.4% 154 $55K
Tortoise Investment Management, LLC 0.00% No change 152 $54K
Aventus Investment Advisors, Inc. 0.05% No change 150 $53K
Mb, Levis & Associates, LLC 0.02% Reduce -27.2% 150 $53K
Kilter Group LLC 0.02% Add +31.8% 145 $52K
Decker Retirement Planning Inc. 0.03% Reduce -9.0% 142 $50K
REAP Financial Group, LLC 0.01% Add +677.8% 140 $50K
First Command Advisory Services, Inc. 0.00% No change 140 $50K
New Millennium Group LLC 0.02% Reduce -31.8% 137 $49K
Security National Bank 0.01% No change 137 $49K
Compagnie Lombard Odier SCmA 0.00% Reduce -86.7% 130 $46K
First PREMIER Bank 0.01% No change 120 $43K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -1.7% 113 $40K
Murphy & Mullick Capital Management Corp 0.03% No change 112 $40K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 105 $37K
Islay Capital Management, LLC 0.02% Add +3.0% 103 $37K
Painted Porch Advisors LLC 0.01% No change 102 $36K
Legacies Wealth LLC 0.02% No change 100 $36K
Asset Management One Co., Ltd. 0.00% No change 100 $36K
PEAK6 LLC 0.00% Reduce -99.7% 98 $35K
Gold Investment Management Ltd. 0.01% No change 98 $35K
Cornerstone Planning Group LLC 0.01% Add +401.0% 982 $32K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 87 $31K
Steigerwald, Gordon & Koch Inc. 0.00% New 87 $31K
Chapman Financial Group, LLC 0.02% No change 85 $30K
Compass Financial Services Inc 0.01% No change 82 $29K
4Thought Financial Group Inc. 0.01% No change 81 $29K
Ascentis Wealth Management, LLC 0.01% No change 81 $29K
2UniFi Bank 0.01% Add +33.3% 80 $28K
CNB Bank 0.01% No change 80 $28K
Hopwood Financial Services, Inc. 0.02% New 75 $27K
Signature Resources Capital Management, LLC 0.01% Reduce -59.5% 75 $27K
Kathleen S. Wright Associates Inc. 0.01% No change 75 $27K
Bernard Wealth Management Corp. 0.01% Add +32.0% 66 $23K
Pflug Koory, LLC 0.01% No change 65 $23K
Financial Avengers, Inc. 0.01% No change 65 $23K
Mark Sheptoff Financial Planning, LLC 0.01% Reduce -25.0% 60 $21K
Evergreen Private Wealth LLC 0.01% No change 60 $21K
Broadwater Capital Management LLC 0.02% Reduce -99.7% 59 $21K
True Wealth Design, LLC 0.01% New 56 $20K
KERR FINANCIAL PLANNING Corp 0.03% — 53 $20K
Thompson Investment Management, Inc. 0.00% No change 55 $20K
Alerus Financial NA 0.00% No change 55 $20K
Binnacle Investments Inc 0.01% No change 50 $18K
Acima Private Wealth, LLC 0.01% New 50 $18K
Rise Advisors, LLC 0.01% No change 49 $17K
Comprehensive Financial Planning, Inc. 0.01% No change 48 $17K
Lowe Wealth Advisors, LLC 0.01% No change 48 $17K
Pinney & Scofield, Inc. 0.01% No change 41 $15K
Team Financial Group, LLC 0.01% No change 41 $15K
Country Trust Bank 0.00% Reduce -86.6% 40 $14K
Navigoe, LLC 0.01% Add +100.0% 40 $14K
Wealth Watch Advisors, INC 0.01% New 39 $14K
Clarity Asset Management, Inc. 0.01% No change 37 $13K
Valued Wealth Advisors LLC 0.01% No change 35 $12K
Davis Capital Management 0.01% — 34 $12K
Grey Fox Wealth Advisors, LLC 0.00% New 33 $12K
Milestone Investment Advisors LLC 0.00% No change 32 $11K
Atwood & Palmer Inc. 0.00% No change 31 $11K
Global Wealth Strategies & Associates 0.00% Add +222.2% 29 $10K
Barnes Dennig Private Wealth Management LLC 0.01% No change 26 $9K
Abound Wealth Management 0.00% Reduce -91.5% 25 $9K
JPL Wealth Management, LLC 0.00% New 25 $9K
Graney & King, LLC 0.00% No change 20 $7K
Future Financial Wealth Managment LLC 0.00% No change 20 $7K
Midwest Capital Advisors, LLC 0.00% No change 20 $7K
Horizon Bancorp Inc. 0.00% New 20 $7K
Financial Gravity Asset Management, Inc. 0.00% — 17 $6K
Hager Investment Management Services, LLC 0.00% No change 16 $6K
IFS Advisors, LLC 0.00% New 16 $6K
Minot DeBlois Advisors LLC 0.00% No change 15 $5K
Horizons Wealth Management 0.00% Reduce -12.5% 14 $5K
Eisler Capital Management Ltd. 0.00% No change 13 $5K
Bellevue Asset Management, LLC 0.00% Add +20.0% 12 $4K
Transce3nd, LLC 0.03% Reduce -99.8% 22 $4K
SWAN Capital LLC 0.00% No change 10 $4K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -98.9% 7 $2K
POM Investment Strategies, LLC 0.00% New 7 $2K
Tower Research Capital LLC (TRC) 0.00% New 4 $1K
HighMark Wealth Management LLC 0.00% No change 2 $711
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.