SPDR Gold SharesGLDETF

13F holders, Q4 2025 (December 31)
3,083holders +313
206new positions
80sold out
11famous investors
$396.24avg. 13F price*

At the end of Q4 2025, 3,083 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, up 313 from Q3 2025. 206 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($5.5B), Bank of America Corp. ($4.5B) and UBS Group AG ($2.3B). 11 famous investors held it, including David Einhorn (2.4% of Greenlight Capital (DME Capital Management)'s portfolio), Paul Tudor Jones (1.1% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.5% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions206$1.4B
Exits80$1.2B

All 13F filers, Q3 2025 → Q4 2025: 15,583,569 shares bought and 12,747,126 shares sold, net +2,836,443 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,083 holders

Morgan Stanley 0.33% Add +22.4% 13,893,741 $5.5B
Bank of America Corp. 0.33% Reduce -4.6% 11,343,075 $4.5B
UBS Group AG 0.45% Reduce -15.7% 5,686,108 $2.3B
LPL Financial LLC 0.52% Add +5.6% 4,809,271 $1.9B
Wells Fargo & Company 0.31% Reduce -7.3% 3,930,890 $1.6B
BlackRock, Inc. 0.02% Add +34.7% 3,381,125 $1.3B
First Eagle Investment Management, LLC 1.73% Reduce -2.2% 2,474,833 $980.8M
Raymond James Financial Inc. 0.30% Add +4.0% 2,468,969 $978.5M
Royal Bank of Canada 0.16% Add +3.0% 2,265,553 $897.9M
Goldman Sachs Group Inc. 0.10% Add +12.1% 1,778,367 $704.8M
Citadel Advisors 0.46% Add +156.7% 1,700,075 $673.8M
Ameriprise Financial Inc. 0.15% Add +4.3% 1,623,318 $643.9M
JPMorgan Chase & Co. 0.04% Add +40.7% 1,563,261 $619.5M
HighTower Advisors, LLC 0.64% Reduce -2.2% 1,468,274 $581.9M
BNP Paribas Financial Markets 0.36% Add +72.0% 1,406,200 $557.3M
Jane Street Group, LLC 0.64% Add +30.8% 1,340,317 $531.2M
Citigroup Inc. 0.36% Add +1.5% 1,313,849 $520.7M
Virtu Financial LLC 18.41% New 1,198,436 $475.0M
Envestnet Asset Management Inc. 0.14% Reduce -5.9% 1,151,034 $456.2M
Comprehensive Financial Management LLC 13.71% Reduce -9.5% 1,147,529 $454.8M
Marino Management, LLC 87.08% — 1,106,395 $438.5M
Barclays PLC 0.15% Reduce -16.1% 943,871 $374.1M
Rockefeller Capital Management L.P. 0.67% Add +13.2% 938,260 $371.8M
Commonwealth Equity Services, LLC 0.48% Reduce -1.3% 905,069 $358.7M
Cetera Investment Advisers 0.39% Reduce -2.0% 889,510 $352.5M
State Street Corp. 0.01% Reduce -2.9% 879,901 $348.7M
Osaic Holdings, Inc. 0.49% Add +5.8% 852,414 $337.8M
US Bancorp \de 0.39% Add +4.5% 833,104 $330.2M
Northern Trust Corp. 0.04% Add +0.6% 748,525 $296.6M
Stifel Financial Corp. 0.26% Reduce -14.8% 742,370 $294.2M
Arizona PSPRS Trust 10.56% No change 724,052 $286.9M
PPSC Investment Service Corp 21.04% Add +9.4% 711,206 $281.9M
HSBC Holdings PLC 0.16% Add +21.9% 703,927 $279.8M
PNC Financial Services Group, Inc. 0.15% Add +0.2% 695,583 $275.7M
SG Americas Securities, LLC 0.35% Reduce -32.4% 657,871 $260.7M
WealthNavi Inc. 2.30% Reduce -10.9% 657,586 $260.6M
Harvard Management Co. Inc. 11.94% Reduce -5.3% 626,450 $248.3M
Truist Financial Corp. 0.32% Add +2.9% 600,942 $238.2M
Cambridge Investment Research Advisors, Inc. 0.62% Reduce -2.2% 592,598 $234.9M
Steward Partners Investment Advisory, LLC 1.28% Reduce -5.2% 590,889 $234.2M
Teacher Retirement System of Texas 0.78% Add +103.7% 568,900 $225.5M
Starr Indemnity & Liability Co 63.28% Add +11.5% 562,220 $222.8M
Sumitomo Mitsui Financial Group, Inc. 3.84% Add +6.2% 546,779 $216.7M
Corient Private Wealth LP 0.28% Reduce -10.8% 524,469 $208.1M
Orbis Allan Gray Ltd 0.87% Reduce -33.6% 523,786 $207.6M
Arnhold LLC 15.16% Add +3.4% 504,433 $199.9M
Northwestern Mutual Wealth Management Co. 0.12% Add +6.2% 487,961 $193.4M
Allen Investment Management, LLC 2.11% Add +7.5% 479,794 $190.1M
Tudor Investment Corporation 1.08% Add +49.1% 478,335 $189.6M
Bleichroeder LP 33.17% No change 475,000 $188.2M
Sequoia Financial Advisors, LLC 1.05% Reduce -2.2% 473,242 $187.6M
Focus Partners Wealth 0.21% Add +5.2% 458,947 $181.7M
TD Asset Management Inc 0.14% Add +0.5% 439,643 $174.2M
Cerity Partners LLC 0.25% Add +2.3% 438,250 $173.8M
Mariner, LLC 0.20% Reduce -5.1% 423,915 $168.0M
Mitsubishi UFJ Trust & Banking Corp 0.40% Reduce -23.6% 421,700 $167.1M
MML Investors Services, LLC 0.41% Reduce -3.8% 419,846 $166.4M
Bradley Foster & Sargent Inc. 2.43% Reduce -1.1% 417,691 $165.5M
OpenArc Corporate Advisory, LLC 2.72% — 415,893 $164.8M
Banco Bilbao Vizcaya Argentaria, S.A. 1.12% Add +1.5% 403,937 $160.9M
Bracebridge Capital, LLC 58.65% New 398,700 $158.0M
Kestra Advisory Services, LLC 0.62% Add +5.6% 381,799 $151.3M
Cwm, LLC 0.41% Add +2.3% 380,100 $150.6M
Banco Santander, S.A. 1.11% Add +15.7% 373,406 $148.0M
AlTi Global, Inc. 3.06% Reduce -1.9% 360,495 $142.9M
FIL Ltd 0.11% Add +1.3% 359,323 $142.4M
Susquehanna International Group, LLP 0.20% Add +279.2% 359,116 $142.3M
Proficio Capital Partners LLC 9.63% Reduce -7.8% 346,148 $137.2M
CTC LLC 12.42% New 342,004 $135.5M
Stenham Asset Management Ltd 67.64% Reduce -1.7% 341,907 $135.5M
Jefferies Financial Group Inc. 1.13% Add +1462.7% 338,958 $134.3M
Parallax Volatility Advisers, L.P. 4.68% Reduce -38.4% 337,377 $133.7M
Prudential PLC 1.07% Add +13.7% 334,096 $133.1M
W1M Asset Management Ltd 1.36% Add +42.2% 329,641 $130.6M
Cresset Asset Management, LLC 0.53% Reduce -3.3% 314,372 $124.6M
Bailard, Inc. 2.73% Reduce -1.4% 310,893 $123.2M
Mercer Global Advisors Inc. 0.18% Add +25.4% 313,880 $120.0M
Wealth Enhancement Advisory Services, LLC 0.16% Add +14.0% 287,762 $118.9M
Rockland Trust Co. 4.61% Reduce -5.8% 295,418 $117.1M
Private Advisor Group, LLC 0.54% Reduce -2.2% 286,923 $113.7M
Itau Unibanco Holding S.A. 2.75% Add +549.9% 283,174 $112.2M
Cibc World Market Inc. 0.20% Add +9.0% 280,261 $111.1M
Dynasty Wealth Management, LLC 1.06% New 273,322 $108.3M
Bank of New York Mellon Corp 0.02% Add +9.2% 259,702 $102.9M
Foundations Investment Advisors, LLC 1.35% Reduce -11.0% 259,450 $102.8M
Toronto Dominion Bank 0.18% Add +31.5% 258,869 $102.6M
Lido Advisors, LLC 0.41% Add +0.9% 284,712 $102.2M
Baird Financial Group, Inc. 0.16% Reduce -7.8% 255,845 $101.4M
Blair William & Co. 0.27% Add +43.2% 255,203 $101.1M
Jones Financial Companies LLLP 0.06% Add +24.3% 254,867 $101.1M
NewEdge Advisors, LLC 0.37% Add +4.1% 254,852 $101.0M
Factory Mutual Insurance Co. 1.01% No change 252,100 $99.9M
Pinnacle Financial Partners, Inc. 0.75% — 251,890 $99.8M
C V Starr & Co. Inc. 54.75% Reduce -34.1% 251,400 $99.6M
Clal Insurance Enterprises Holdings Ltd 0.64% New 250,000 $99.1M
Cerity Partners OCIO LLC 5.30% Reduce -18.0% 241,880 $95.9M
BCM Advisors, LLC 18.17% Reduce -4.3% 207,021 $94.8M
National Bank of Canada 0.10% Add +21.8% 238,989 $94.7M
Brown Advisory Inc. 0.13% Add +1.5% 235,759 $93.4M
Captrust Financial Advisors 0.18% Add +1.3% 233,380 $92.5M
First National Trust Co 3.07% Reduce -0.9% 232,445 $92.1M
Sanctuary Advisors, LLC 0.49% Add +7.2% 224,172 $88.8M
Children's Medical Center Corp 100.00% — 223,901 $88.7M
Creative Planning 0.06% Add +5.5% 218,638 $86.6M
Atria Investments, Inc 0.96% Add +3.5% 214,092 $84.8M
GLOBALT Investments LLC / GA 3.05% Reduce -30.5% 210,630 $83.5M
Diversify Advisory Services, LLC 2.64% Add +0.7% 198,084 $83.5M
Rock Creek Group LLC 9.25% Reduce -2.2% 208,047 $82.5M
Janney Montgomery Scott LLC 0.19% Reduce -0.6% 205,317 $81.4M
Independent Advisor Alliance 1.95% Add +48.8% 202,872 $80.4M
Vestmark Advisory Solutions, Inc. 1.08% Add +172.7% 202,821 $80.4M
Rathbones Group PLC 0.31% Reduce -3.1% 199,531 $79.1M
Elevation Point Wealth Partners, LLC 3.80% Add +115.6% 199,169 $78.9M
Glenmede Trust Co. NA 0.37% — 199,058 $78.9M
Briaud Financial Planning Inc 19.36% Add +1.3% 198,304 $78.6M
Dimension Capital Management LLC 10.48% Add +2.5% 188,723 $74.8M
Scotia Capital Inc. 0.30% Add +6.8% 188,628 $74.8M
Moody LYNN Lieberson & Walker, LLC 3.90% Reduce -1.9% 185,912 $73.7M
Equitable Holdings, Inc. 0.49% Add +5.4% 180,522 $71.5M
Staley Capital Advisers Inc. 2.79% Reduce -6.3% 170,619 $67.6M
Greenlight Capital (DME Capital Management) 2.37% Reduce -2.6% 170,561 $67.6M
Brookstone Capital Management 0.76% Reduce -2.3% 167,937 $66.6M
Northside Capital Management, LLC 5.78% Reduce -2.6% 167,763 $66.5M
CWA Asset Management Group, LLC 2.39% Add +3.8% 166,931 $66.2M
Hancock Whitney Corp. 1.18% Reduce -8.8% 164,802 $65.3M
Fifth Third Bancorp 0.21% Reduce -7.9% 163,124 $64.6M
Fullerton Fund Management Co Ltd. 2.82% Reduce -29.3% 162,655 $64.5M
Mesirow Financial Investment Management, Inc. 1.32% Reduce -24.4% 161,977 $64.2M
Hollencrest Capital Management 2.12% Add +2.1% 154,143 $61.1M
OVERSEA-CHINESE BANKING Corp Ltd 1.68% Add +88.9% 153,716 $60.9M
Pictet North America Advisors SA 5.78% Add +0.2% 154,165 $60.8M
Jain Global LLC 0.62% Reduce -89.7% 153,079 $60.7M
Neuberger Berman Group LLC 0.04% Add +66.1% 151,001 $59.8M
AQR Capital Management 0.03% Add +15.1% 149,532 $59.3M
TD Waterhouse Canada Inc. 0.36% Add +7.8% 147,509 $58.5M
Union Bancaire Privee, UBP SA 0.70% Add +436.0% 151,990 $58.4M
Tidal Investments LLC 0.24% Add +543.8% 146,575 $58.1M
Tanglewood Wealth Management, Inc. 5.22% Reduce -13.5% 143,657 $56.9M
CI Investments Inc. 0.25% Add +1188.1% 143,518 $56.9M
Comerica Bank 0.22% Add +1.0% 141,420 $56.0M
ADAPT Investment Managers SA 11.21% New 139,900 $55.4M
Concurrent Investment Advisors, LLC 0.63% Add +6.9% 139,161 $55.2M
Perigon Wealth Management, LLC 0.99% Add +87.7% 139,038 $55.1M
Victory Capital Management Inc. 0.03% Reduce -14.4% 138,580 $54.9M
Rice Partnership, LLC 7.36% Reduce -3.9% 137,329 $54.4M
Pinkerton Wealth, LLC 5.56% Reduce -5.6% 136,814 $54.2M
&partners 0.28% Add +8.3% 136,072 $53.9M
Walser Wealth Management Company, A Ltd Liability Co 28.14% — 134,666 $53.4M
Oakworth Capital, Inc. 2.91% Reduce -5.0% 134,267 $53.2M
Beacon Pointe Advisors, LLC 0.36% Add +0.0% 129,746 $51.4M
Wealthfront Advisers LLC 0.11% Reduce -20.8% 129,639 $51.4M
SMI Advisory Services, LLC 8.83% Reduce -4.7% 121,379 $51.2M
Bleakley Financial Group, LLC 0.88% Add +0.7% 127,608 $50.6M
Keybank National Association 0.17% Reduce -2.6% 122,451 $48.5M
Thrivent Financial for Lutherans 0.09% Add +230.8% 121,995 $48.4M
Richard C. Young & CO., LTD. 4.33% Reduce -0.7% 121,801 $48.3M
Redhawk Wealth Advisors, Inc. 5.41% Reduce -8.4% 121,708 $48.2M
Ieq Capital, LLC 0.14% Add +2.7% 121,566 $48.2M
WS Management LLLP 6.40% Reduce -7.7% 120,678 $47.8M
Allworth Financial LP 0.19% Add +4.8% 119,478 $47.4M
Mirae Asset Global Investments Co., Ltd. 0.13% Add +43.3% 118,965 $47.1M
Alamea Verwaltungs GmbH 31.56% No change 131,069 $46.8M
Chesley Taft & Associates LLC 1.82% Add +12.0% 116,082 $46.0M
Curi Capital, LLC 0.78% Add +1.7% 114,030 $45.2M
Sapient Capital LLC 0.63% Reduce -0.2% 113,232 $45.2M
Townsend & Associates, Inc 4.03% Add +1.4% 106,639 $45.1M
HRT Financial LP 0.14% New 112,648 $44.6M
Mackenzie Financial Corp. 0.05% Reduce -9.4% 110,632 $44.0M
IMC-Chicago, LLC 0.77% New 110,618 $43.8M
Prospera Financial Services Inc 0.72% Reduce -5.4% 110,272 $43.7M
Envestnet Portfolio Solutions, Inc. 0.15% Add +21.1% 110,117 $43.6M
Kestra Private Wealth Services, LLC 0.53% Reduce -2.5% 106,866 $42.4M
M&T Bank Corp 0.14% Add +1.4% 106,228 $42.1M
Portfolio Design Labs, LLC 6.84% Reduce -0.5% 104,746 $41.5M
Ashton Thomas Private Wealth, LLC 0.99% Add +7.5% 102,204 $40.5M
Lazard Asset Management LLC 0.07% Reduce -0.5% 100,377 $39.8M
AMG National Trust Bank 0.93% Reduce -2.4% 99,402 $39.4M
Oppenheimer & Co. Inc. 0.56% Add +3.0% 99,370 $39.4M
DRW Securities, LLC 2.99% New 99,098 $39.3M
Franklin Resources Inc. 0.01% Reduce -8.2% 98,298 $39.0M
MinichMacGregor Wealth Management, LLC 6.97% Reduce -5.0% 97,098 $38.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -8.1% 96,085 $38.1M
Advisory Services Network, LLC 0.53% Reduce -7.4% 95,352 $37.8M
Keel Point, LLC 2.22% Add +2.5% 92,925 $36.8M
Vista Finance, LLC 24.38% Reduce -1.3% 92,455 $36.6M
D.A. Davidson & Co. 0.22% Add +12.6% 91,643 $36.3M
Intrua Financial, LLC 3.95% Add +0.7% 90,944 $36.0M
Two Sigma Investments, LP 0.06% Reduce -23.4% 90,633 $35.9M
Benjamin Edwards Inc. 0.40% Add +4.3% 90,286 $35.8M
Sicart Associates LLC 9.43% Reduce -0.2% 89,675 $35.5M
Wellington Management Group LLP 0.01% Reduce -26.1% 89,545 $35.5M
Manufacturers Life Insurance Company, The 0.03% Reduce -18.8% 89,269 $35.4M
Stonebridge Financial Group, LLC 2.98% Reduce -11.5% 88,042 $34.9M
Prelude Capital Management, LLC 2.49% Add +22.7% 85,244 $33.8M
Hilltop Holdings Inc. 2.03% Add +3.3% 85,198 $33.8M
Ascent Group, LLC 1.15% Reduce -0.1% 85,169 $33.8M
SCS Capital Management LLC 0.36% Reduce -1.7% 85,046 $33.7M
Independent Financial Group, LLC 0.75% Add +3.2% 85,046 $33.7M
Polymer Capital Management (HK) LTD 5.18% Add +17.3% 84,050 $33.3M
Commerce Bank 0.18% Add +8.0% 82,093 $32.5M
Essex Financial Services, Inc. 1.85% Reduce -2.0% 82,047 $32.5M
Trilogy Capital Inc. 1.43% Reduce -48.9% 80,861 $32.0M
S&co Inc. 1.98% No change 80,565 $31.9M
Baldwin Wealth Partners LLC 2.03% Add +11.6% 80,154 $31.8M
Riggs Asset Managment Co. Inc. 6.23% Add +0.4% 77,936 $30.9M
AlphaCore Capital LLC 0.69% Reduce -2.1% 77,848 $30.9M
Capitolis Liquid Global Markets LLC 0.18% New 77,670 $30.8M
Alliancebernstein L.P. 0.01% Add +9.2% 77,433 $30.7M
Insigneo Advisory Services, LLC 2.18% Reduce -12.2% 76,435 $30.3M
Lee Financial Co 4.09% Reduce -1.7% 76,343 $30.3M
J.Safra Asset Management Corp 1.58% Add +53.0% 76,067 $30.1M
Credit Agricole S A 0.08% Add +83.3% 75,825 $30.1M
Janney Capital Management LLC 1.88% Reduce -2.4% 75,402 $29.9M
Cobalt Capital Management, Inc. 13.16% Reduce -6.3% 75,000 $29.7M
Guggenheim Capital LLC 0.22% Add +10.3% 74,855 $29.7M
Federation des caisses Desjardins du Quebec 0.11% Reduce -11.8% 74,560 $29.5M
Mader & Shannon Wealth Management, Inc. 14.45% No change 82,959 $29.5M
Clifford Swan Investment Counsel LLC 0.98% Reduce -4.5% 74,227 $29.4M
Pinebridge Investments LLC 0.22% — 74,194 $29.4M
Evercore Wealth Management, LLC 0.43% Reduce -2.1% 73,834 $29.3M
Northcape Wealth Management, LLC 8.18% Reduce -1.9% 72,966 $28.9M
Catawba River Capital 12.83% Reduce -2.1% 72,751 $28.8M
Meridian Wealth Management, LLC 1.02% Add +14.2% 72,710 $28.8M
Pathstone Holdings, LLC 0.11% Reduce -34.4% 72,472 $28.7M
AE Wealth Management LLC 0.16% Add +1.1% 71,673 $28.4M
Waverly Advisors, LLC 0.23% Add +11.3% 71,605 $28.4M
Act Wealth Management, LLC 9.28% Reduce -9.2% 71,593 $28.4M
Consolidated Portfolio Review Corp 2.44% Add +371.8% 71,225 $28.2M
Pine Ridge Advisers LLC 1.95% No change 71,225 $28.2M
SKY-Mountain Capital Management, Inc. 18.71% Add +9.3% 60,526 $28.1M
CENTRAL TRUST Co 0.55% Reduce -4.0% 70,836 $28.1M
Innovative Advisory Group, LLC 18.42% Add +4.3% 70,785 $28.1M
Stratos Wealth Partners, LTD. 0.32% Add +6.6% 70,745 $28.0M
First Horizon Corp. 1.25% Reduce -6.0% 70,378 $27.9M
Bank of Nova Scotia 0.04% Add +9.4% 70,359 $27.9M
Rothschild Capital Partners, LLC 6.50% Reduce -10.6% 69,507 $27.5M
Evelyn Partners Asset Management Ltd 6.43% Reduce -18.4% 69,130 $27.4M
Twin Focus Capital Partners, LLC 3.12% Reduce -0.9% 68,333 $27.1M
SBI Securities Co., Ltd. 0.69% Reduce -4.3% 68,100 $27.0M
Argos Wealth Advisors, LLC 7.20% — 67,412 $26.8M
Fifth Third Securities, Inc. 1.75% Reduce -2.7% 67,558 $26.8M
Private Wealth Advisors, LLC 9.63% Reduce -4.8% 67,447 $26.7M
HB Wealth Management, LLC 0.17% Add +1.7% 67,330 $26.7M
PEAK6 LLC 0.73% Add +68475.5% 67,204 $26.6M
True Freedom Investing, LLC 1.81% Reduce -31.6% 67,112 $26.6M
Renaissance Technologies 0.04% Reduce -21.6% 67,080 $26.6M
Robertson Stephens Wealth Management, LLC 0.74% Add +40.9% 66,232 $26.2M
Bedell Frazier Investment Counselling, LLC 5.05% Reduce -2.4% 66,008 $26.2M
Measured Wealth Private Client Group, LLC 6.83% Reduce -0.7% 65,142 $25.8M
Arkos Global Advisors 3.31% Reduce -2.3% 65,122 $25.8M
Bayshore Capital Advisors, LLC 12.82% — 64,765 $25.7M
Qube Research & Technologies Ltd 0.04% Reduce -31.3% 63,173 $25.0M
Csenge Advisory Group 1.13% Reduce -16.0% 62,946 $24.9M
Omnia Family Wealth, LLC 7.32% Add +0.2% 62,542 $24.8M
AdvisorNet Financial, Inc 1.32% Reduce -2.5% 62,542 $24.8M
Edmond DE Rothschild Holding S.A. 0.35% Reduce -2.9% 62,320 $24.7M
Cynosure Group, LLC 2.51% Add +32.4% 62,170 $24.6M
Reyes Financial Architecture, Inc. 15.00% Add +38.1% 62,138 $24.6M
Tocqueville Asset Management L.P. 0.36% Reduce -10.4% 61,850 $24.5M
Shufro Rose & Co. LLC 1.66% Add +5.8% 61,563 $24.4M
GC Wealth Management RIA, LLC 0.89% Add +1.1% 61,457 $24.4M
Evolution Wealth Advisors, LLC 2.45% Add +1.2% 61,327 $24.3M
Squarepoint Ops LLC 0.05% Reduce -48.2% 60,539 $24.0M
James Hambro & Partners LLP 0.86% Add +3.2% 60,438 $24.0M
Corecam Pte. Ltd. 12.70% Add +4.9% 60,390 $23.9M
Summit Financial, LLC 0.35% Add +14.5% 60,384 $23.9M
Harbour Investments, Inc. 0.48% Reduce -1.4% 59,620 $23.6M
Exencial Wealth Advisors, LLC 0.75% Reduce -4.0% 59,409 $23.5M
ARS Wealth Advisors Group, LLC 2.12% Reduce -1.4% 59,278 $23.5M
Sigma Planning Corp 0.64% Add +1.3% 58,988 $23.2M
Belvedere Trading LLC 4.26% New 58,131 $23.0M
CIBC Private Wealth Group LLC 0.04% Add +2.6% 57,877 $22.9M
Arete Wealth Advisors, LLC 1.57% Add +138.0% 57,117 $22.6M
Mgo One Seven LLC 0.46% Add +0.4% 56,967 $22.6M
Bright Financial Advisors, Inc. 10.59% Reduce -6.1% 56,578 $22.4M
Greenwich Wealth Management LLC 1.00% Add +1387.6% 56,500 $22.4M
Vontobel Holding Ltd. 0.07% Reduce -2.3% 56,122 $22.2M
Kingsview Wealth Management, LLC 0.32% Reduce -4.4% 56,090 $22.2M
FFG Partners, LLC 6.41% Reduce -0.4% 55,781 $22.1M
Knollwood Investment Advisory, LLC 2.07% No change 55,631 $22.0M
Evoke Wealth, LLC 0.42% Reduce -3.6% 55,620 $22.0M
Evelyn Partners Investment Management (Europe) Ltd 7.11% Add +4.0% 55,274 $21.9M
Millennium Management 0.02% Reduce -58.1% 54,639 $21.7M
Parallel Advisors, LLC 0.40% Add +5.8% 54,573 $21.6M
RS Crum Inc. 4.31% Reduce -2.8% 54,485 $21.6M
Wealthspire Advisors, LLC 0.17% Reduce -3.6% 54,146 $21.5M
Bulltick Wealth Management, LLC 4.55% Add +39.4% 54,003 $21.4M
PFG Advisors 1.04% Reduce -10.4% 53,953 $21.4M
Arkadios Wealth Advisors 0.42% Reduce -6.7% 53,533 $21.2M
Snowden Capital Advisors LLC 0.54% Add +2.2% 52,614 $20.9M
Dakota Wealth Management 0.37% Add +89.3% 52,253 $20.7M
Pettinga Financial Advisors LLC 3.91% Reduce -2.4% 52,021 $20.6M
Violich Capital Management, Inc. 2.29% Add +8.3% 51,886 $20.6M
Dynamic Advisor Solutions LLC 0.66% Reduce -33.2% 51,654 $20.5M
Pinpoint Asset Management (Singapore) Pte. Ltd. 4.26% New 51,590 $20.4M
Checchi Capital Advisers, LLC 1.39% Reduce -13.4% 51,492 $20.4M
MAI Capital Management 0.12% Add +2.0% 51,392 $20.4M
Fidelis Capital Partners, LLC 1.47% Reduce -2.3% 50,970 $20.2M
Sarasin & Partners LLP 0.21% Reduce -15.1% 50,683 $20.1M
SageGuard Financial Group, LLC 3.19% — 50,640 $20.1M
Harvest Investment Services, LLC 3.76% Add +18.0% 50,307 $19.9M
IHT Wealth Management, LLC 0.48% Reduce -10.1% 50,204 $19.9M
Intrinsic Edge Capital Management LLC 3.84% No change 50,000 $19.8M
Strategic Wealth Investment Group, LLC 2.43% Reduce -42.0% 49,807 $19.7M
Hamilton Wealth, LLC 3.75% Reduce -1.8% 49,694 $19.7M
Vigilare Wealth Management 6.59% Reduce -37.9% 49,406 $19.6M
Gruss & Co., LLC 42.70% Reduce -12.5% 49,000 $19.4M
EP Wealth Advisors, LLC 0.10% — 48,964 $19.4M
Ball & Co Wealth Management Inc. 12.42% Reduce -15.9% 48,573 $19.3M
Marshall Investment Management, LLC 9.64% Reduce -0.1% 48,412 $19.2M
Ellsworth Advisors, LLC 3.79% Reduce -0.4% 45,283 $19.2M
Westover Capital Advisors, LLC 3.49% Reduce -4.6% 48,323 $19.2M
Bank of New Hampshire 4.30% Reduce -0.8% 48,216 $19.1M
Menlo Advisors LLC 8.49% Reduce -0.2% 47,693 $18.9M
Acorn Creek Capital LLC 6.77% Reduce -7.0% 47,492 $18.8M
Southeast Asset Advisors, LLC 1.78% Add +27.4% 47,200 $18.7M
Axxcess Wealth Management, LLC 0.33% Add +17.6% 47,162 $18.7M
DSG Capital Advisors, LLC 2.84% Reduce -31.4% 44,046 $18.6M
Flow Traders U.S. LLC 0.61% New 46,970 $18.6M
Global Retirement Partners, LLC 0.33% Add +7.3% 46,908 $18.6M
Brown Brothers Harriman & Co. 0.10% Add +6.1% 46,605 $18.5M
Wallington Asset Management, LLC 2.34% Reduce -1.7% 46,480 $18.4M
Revere Asset Management, Inc 6.47% New 46,420 $18.4M
Park Avenue Securities LLC 0.16% Reduce -0.9% 46,221 $18.3M
TD Private Client Wealth LLC 0.39% Reduce -11.8% 46,098 $18.3M
Western Wealth Management, LLC 0.84% Add +84.8% 46,019 $18.2M
Fiduciary Trust Co 0.21% Reduce -5.9% 45,896 $18.2M
Gladstone Institutional Advisory LLC 0.68% Add +10.0% 45,721 $18.1M
Cassia Capital Partners, LLC 9.70% Add +26.6% 45,220 $17.9M
First Manhattan Co. Llc. 0.05% Reduce -0.2% 44,934 $17.8M
Carr Financial Group Corp 4.74% Add +2.5% 44,898 $17.8M
Your Advocates Ltd., LLP 5.79% Reduce -5.8% 44,778 $17.7M
Bank Pictet & Cie (Europe) AG 0.35% Add +10.5% 44,730 $17.7M
Horizon Wealth Management, LLC 2.73% Reduce -1.8% 44,448 $17.6M
Level Four Advisory Services, LLC 0.58% Reduce -24.9% 44,369 $17.6M
Oliver Luxxe Assets LLC 2.68% Add +1.1% 44,355 $17.6M
Motco 1.59% Reduce -3.4% 44,272 $17.5M
FWL Investment Management, LLC 4.21% Add +0.9% 44,176 $17.5M
Red Cedar Investment Management, LLC 1.88% Reduce -4.4% 44,010 $17.4M
Integrated Advisors Network LLC 0.77% Add +2.1% 43,981 $17.4M
BBR Partners, LLC 0.93% Reduce -1.7% 43,780 $17.4M
Avalon Capital Management 4.15% Reduce -1.4% 43,729 $17.3M
Palumbo Wealth Management LLC 4.26% Reduce -0.1% 43,577 $17.3M
Verition Fund Management LLC 0.10% Reduce -37.7% 43,515 $17.2M
Perennial Advisors, LLC 2.89% Add +1.5% 43,437 $17.2M
Assetmark, Inc. 0.04% Reduce -12.0% 43,422 $17.2M
Neumeier Poma Investment Counsel LLC 1.41% Add +17.9% 43,185 $17.1M
Clearstead Advisors, LLC 0.22% Add +1.4% 43,109 $17.1M
Client First Capital LLC 7.26% Add +2.4% 42,880 $17.0M
Greenbush Financial Group, LLC 5.76% Add +4.1% 42,758 $16.9M
LTS Liquid Investments LLC 15.87% — 42,150 $16.7M
Ascent Wealth Partners, LLC 1.92% Add +0.3% 42,110 $16.7M
Centaurus Financial, Inc. 0.76% Add +0.7% 42,037 $16.7M
Three Bridge Wealth Advisors, LLC 4.36% Add +0.9% 41,686 $16.5M
Belpointe Asset Management LLC 0.59% Add +1.1% 41,435 $16.4M
Bfsg, LLC 1.60% Reduce -0.6% 41,424 $16.4M
Symphony Financial, Ltd. Co. 2.20% Add +4.5% 41,027 $16.4M
Levin Capital Strategies, L.P. 1.42% Reduce -10.7% 41,273 $16.4M
Stonehage Fleming Financial Services Holdings Ltd 0.50% Reduce -7.7% 41,246 $16.3M
Integrated Wealth Concepts LLC 0.19% Reduce -48.5% 41,013 $16.3M
Fourpath Capital Management, LLC 2.22% Reduce -1.1% 40,972 $16.2M
Stratos Wealth Advisors, LLC 0.79% Reduce -29.3% 40,956 $16.2M
B. Riley Wealth Advisors, Inc. 0.77% Reduce -1.0% 40,921 $16.2M
Fortis Group Advisors, LLC 2.71% Reduce -1.6% 36,365 $16.2M
Royal Fund Management, LLC 1.48% Reduce -8.0% 40,631 $16.1M
CoreCap Advisors, LLC 0.56% Add +7.0% 40,617 $16.1M
Blue Fin Capital, Inc. 2.50% Add +5.6% 40,599 $16.1M
Consolidated Capital Management, LLC 4.86% Reduce -37.1% 40,496 $16.0M
Florida Trust Wealth Management Co 0.44% Add +36.6% 40,361 $16.0M
Members Advisory Group LLC 6.01% Add +18.9% 40,253 $16.0M
DAVENPORT & Co LLC 0.09% Reduce -4.0% 40,238 $15.9M
Nwam LLC 0.89% Reduce -20.3% 34,384 $15.9M
XML Financial, LLC 1.30% Reduce -3.2% 40,112 $15.9M
Targeted Financial Services LLC 13.68% — 40,078 $15.9M
Intrepid Family Office LLC 15.25% Reduce -20.0% 40,000 $15.9M
Humankind Investments LLC 7.11% No change 40,000 $15.9M
E&G Advisors, LLC 3.54% Add +13.8% 39,992 $15.8M
Ballentine Partners, LLC 0.22% Reduce -4.8% 39,937 $15.8M
Jacobi Capital Management LLC 0.92% Reduce -55.9% 39,921 $15.8M
Brown University 10.98% No change 39,500 $15.7M
Farther Finance Advisors, LLC 0.17% Add +76.8% 39,450 $15.6M
Choate Investment Advisors 0.31% Reduce -0.1% 39,271 $15.6M
Strategic Investment Management, LLC 7.88% No change 39,210 $15.5M
VestGen Advisors, LLC 0.66% Add +6.8% 39,141 $15.5M
Climber Capital SA 10.03% — 41,731 $15.4M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.84% Add +6.4% 38,805 $15.4M
Citizens Financial Group Inc. 0.21% Add +15.8% 38,785 $15.4M
Impact Partnership Wealth, LLC 1.96% Reduce -26.8% 38,643 $15.3M
Bessemer Group Inc. 0.02% Add +25.7% 38,391 $15.2M
Apollon Wealth Management, LLC 0.26% Reduce -2.2% 38,278 $15.2M
HighPoint Advisor Group LLC 0.33% Add +1277.6% 38,007 $15.1M
J.W. Cole Advisors, Inc. 0.36% Add +6.8% 56,200 $15.0M
Lake Hills Wealth Management, LLC 7.83% Reduce -16.8% 37,869 $15.0M
Schonfeld Strategic Advisors LLC 0.08% Add +11.0% 37,780 $15.0M
BTG Pactual Asset Management US LLC 1.67% Reduce -20.2% 37,598 $14.9M
Nations Financial Group Inc, /Ia/ 0.78% Add +7.0% 37,547 $14.9M
Corecam AG 14.91% — 37,483 $14.9M
Merit Financial Group, LLC 0.12% Add +14.7% 37,363 $14.8M
GAMCO Investors 0.14% Add +0.3% 37,306 $14.8M
Cadence Wealth Management LLC 7.11% Reduce -0.4% 37,182 $14.7M
ICONIQ Capital, LLC 0.22% Reduce -12.4% 36,920 $14.6M
Parsons Capital Management Inc. 0.80% Reduce -1.6% 36,861 $14.6M
Patten & Patten Inc. 0.86% Add +25.7% 36,841 $14.6M
Geneva Partners, LLC 5.18% Add +3.4% 36,728 $14.6M
Alexis Investment Partners, LLC 5.37% Add +4.0% 36,167 $14.4M
Lyell Wealth Management, LP 1.04% Reduce -10.6% 36,330 $14.4M
U.S. Capital Wealth Advisors, LLC 0.37% Reduce -1.8% 36,160 $14.3M
Larson Financial Group LLC 0.48% Add +2.0% 36,051 $14.3M
IronBridge Private Wealth, LLC 4.49% No change 35,761 $14.2M
L & S Advisors Inc 1.45% Reduce -72.7% 35,752 $14.2M
Clear Creek Financial Management, LLC 1.16% Add +23.7% 35,740 $14.2M
Fortis Capital Management LLC 1.88% Reduce -1.9% 35,723 $14.2M
Ethos Financial Group, LLC 1.05% Reduce -26.0% 35,688 $14.1M
swisspartners Advisors Ltd 10.26% No change 35,690 $14.1M
Mainstay Capital Management LLC 1.07% Add +14.5% 35,411 $14.0M
PFG Investments, LLC 0.66% Add +13.6% 35,230 $14.0M
Tiptree Advisors, LLC 8.00% New 35,000 $13.9M
OmniStar Financial Group, Inc. 8.13% Reduce -9.9% 34,988 $13.9M
Scarborough Advisors, LLC 2.34% Reduce -0.1% 34,952 $13.9M
Marathon Trading Investment Management LLC 1.66% Reduce -65.4% 34,812 $13.8M
Sugar Maple Asset Management, LLC 9.22% Add +7.8% 34,646 $13.7M
Peapack Gladstone Financial Corp. 0.17% Reduce -3.5% 34,517 $13.7M
Nicholson Meyer Capital Management, Inc. 10.30% Reduce -2.1% 34,372 $13.6M
Sterling Investment Management, LLC 7.68% Reduce -2.8% 34,164 $13.5M
Stock Yards Bank & Trust Co. 0.41% Add +4.8% 34,134 $13.5M
Bokf, NA 0.21% No change 34,098 $13.5M
OMC Financial Services LTD 5.02% Reduce -2.6% 33,962 $13.5M
Great Valley Advisor Group, Inc. 0.26% Add +6.6% 33,949 $13.5M
Mutual Advisors, LLC 0.29% Add +18.0% 33,827 $13.4M
Andrew Hill Investment Advisors, Inc. 10.14% Reduce -0.5% 33,578 $13.3M
Focus Financial Network, Inc. 0.46% Add +11.0% 33,524 $13.3M
Natixis 0.05% Add +151.2% 33,316 $13.2M
DDFG, Inc 2.88% Reduce -2.3% 33,153 $13.1M
CreativeOne Wealth, LLC 0.32% Reduce -12.3% 33,013 $13.1M
Flax Pond Capital, LLC 9.72% — 33,007 $13.1M
Summit Trail Advisors, LLC 0.23% Reduce -4.5% 32,988 $13.1M
Gunderson Capital Management LLC 5.87% Add +11.2% 32,870 $13.0M
Stephens Inc. 0.16% Add +2.7% 32,433 $13.0M
World Investment Advisors 0.21% Add +23.1% 32,778 $13.0M
Walleye Trading LLC 0.21% Reduce -71.8% 32,746 $13.0M
China Universal Asset Management Co., Ltd. 0.99% Add +18.2% 32,700 $13.0M
Associated Banc-Corp 0.33% Add +19.8% 32,661 $12.9M
Narus Financial Partners, LLC 3.56% Add +0.5% 32,588 $12.9M
Circle Wealth Management, LLC 0.20% Add +6.6% 32,439 $12.9M
Graybill Wealth Management, LTD. 3.79% Reduce -0.1% 32,432 $12.9M
J. R. Prunier Capital Management LLC 5.32% — 32,301 $12.8M
Helios Capital Management Pte. Ltd. 8.71% No change 32,000 $12.7M
Knoll Capital Management, LLC 5.82% No change 32,000 $12.7M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 9.77% — 31,661 $12.5M
Canton Hathaway, LLC 2.41% Add +1.0% 31,485 $12.5M
LFA - Lugano Financial Advisors SA 6.42% Add +2.4% 31,384 $12.4M
Eddie Patel Inc 9.17% — 31,041 $12.3M
Compass Wealth Management, LLC 5.03% Reduce -1.4% 30,849 $12.2M
Jaffetilchin Investment Partners, LLC 0.71% Reduce -0.7% 30,770 $12.2M
Strategic Blueprint, LLC 0.72% Add +2.6% 30,755 $12.2M
Composition Wealth, LLC 0.17% Add +29.8% 30,572 $12.1M
FMR LLC 0.00% Add +20.2% 30,529 $12.1M
Hibernia Wealth Partners, LLC 3.64% Add +89.1% 30,487 $12.1M
Spire Wealth Management 0.40% Reduce -7.2% 30,434 $12.1M
Trivium Point Advisory, LLC 1.21% Add +5.3% 30,412 $12.1M
E20 Capital Ltd 4.34% — 30,323 $12.0M
Integrity Alliance, Llc. 0.44% Add +63.5% 30,301 $12.0M
Phoenix Financial Ltd. 0.13% Add +9.7% 30,280 $12.0M
Quantum Capital Management, LLC / NJ 1.38% Reduce -3.6% 30,109 $11.9M
Senator Investment Group LP 0.48% Reduce -7.1% 30,000 $11.9M
Eagle Strategies LLC 1.51% Add +8.0% 29,899 $11.8M
Wealthcare Advisory Partners LLC 0.23% Add +11.4% 29,832 $11.8M
Independent Family Office, LLC 4.93% No change 29,808 $11.8M
Aspire Capital Advisors LLC 2.77% Reduce -2.0% 29,752 $11.8M
Conservest Capital Advisors, Inc. 1.06% Add +0.2% 29,702 $11.8M
OneDigital Investment Advisors LLC 0.12% Reduce -5.2% 29,699 $11.8M
Janus Henderson Group PLC 0.01% Reduce -21.2% 29,521 $11.7M
EFG International AG 0.23% — 29,484 $11.7M
1 North Wealth Services LLC 4.05% Reduce -32.7% 29,079 $11.5M
GenTrust, LLC 0.50% Reduce -26.9% 28,925 $11.5M
Atlantic Union Bankshares Corp 0.21% Reduce -2.6% 28,670 $11.4M
FineMark National Bank & Trust 0.35% Reduce -2.3% 28,527 $11.3M
PCG Wealth Advisors, LLC 3.19% Reduce -18.1% 28,443 $11.3M
Genesis Private Wealth, LLC 3.50% Add +0.2% 28,427 $11.3M
Advisortrust Partners, LLC 4.95% — 28,418 $11.3M
Dba Trading, LLC 11.24% — 28,400 $11.3M
Park Edge Advisors, LLC 2.54% Reduce -9.5% 28,357 $11.2M
Harvest Fund Management Co., Ltd 0.42% Add +2.6% 28,261 $11.2M
Quantinno Capital Management LP 0.02% Add +15.7% 28,151 $11.2M
Kovack Advisors, Inc. 0.53% Add +140.7% 28,071 $11.1M
Blue Trust, Inc. 0.13% Reduce -2.0% 27,940 $11.1M
Corepath Wealth Partners LLC 7.41% Reduce -5.0% 26,174 $11.1M
Moneco Advisors, LLC 0.88% Add +7.5% 27,861 $11.0M
Geneos Wealth Management Inc. 0.27% Add +1.3% 27,853 $11.0M
Sterling Investment Advisors, Ltd. 2.03% Add +22224.6% 127,027 $11.0M
Greykasell Wealth Strategies, Inc. 4.34% Add +8.7% 27,747 $11.0M
Rainey & Randall Wealth Advisors Inc. 1.79% Reduce -0.2% 27,735 $11.0M
Joel Isaacson & Co., LLC 0.36% Add +0.2% 27,723 $11.0M
Strategic Investment Solutions, Inc. 2.64% Add +11.1% 27,670 $11.0M
Harbor Investment Advisory, LLC 0.82% Add +32.3% 27,623 $10.9M
1834 Investment Advisors Co. 1.37% Reduce -2.9% 27,609 $10.9M
WealthCare Asset Management, LLC 10.06% — 30,579 $10.9M
Sharp Wealth Advisory, LLC 5.46% Add +0.8% 27,386 $10.9M
Rehmann Capital Advisory Group 0.56% Add +8.0% 27,360 $10.8M
North Star Investment Management Corp. 0.68% Reduce -3.4% 27,307 $10.8M
waypoint wealth counsel 3.97% Reduce -3.5% 27,288 $10.8M
Prime Capital Investment Advisors, LLC 0.13% Add +8.7% 27,148 $10.8M
Nvwm, LLC 2.33% Reduce -6.3% 26,974 $10.7M
Orion Porfolio Solutions, LLC 0.08% Add +40.7% 26,959 $10.7M
Ameritas Advisory Services, LLC 0.40% Add +52.3% 26,723 $10.6M
Independent Wealth Advisors LLC 11.05% — 26,717 $10.6M
Wedbush Securities Inc. 0.31% Add +14.1% 26,549 $10.5M
Lifeworks Advisors, LLC 1.36% Reduce -4.5% 26,507 $10.5M
Capital Investment Advisory Services, LLC 0.74% Reduce -0.4% 26,451 $10.5M
Tamar Securities, LLC 1.10% Add +7.6% 26,195 $10.4M
Syon Capital LLC 0.52% Reduce -4.6% 26,103 $10.3M
Pitcairn Wealth Advisors LLC 0.93% — 26,040 $10.3M
Biltmore Wealth Management, LLC 3.89% Reduce -5.5% 26,020 $10.3M
Van Hulzen Asset Management, LLC 0.76% Add +2.2% 25,932 $10.3M
CPR Investments Inc. 6.88% Reduce -1.5% 25,878 $10.3M
Savant Capital, LLC 0.06% Reduce -1.9% 25,801 $10.2M
Whittier Trust Co. 0.11% Add +3.7% 24,645 $10.2M
Sovran Advisors, LLC 0.87% Reduce -11.1% 24,052 $10.2M
Flagship Harbor Advisors, LLC 0.48% Add +18.1% 25,659 $10.2M
Cary Street Partners Financial LLC 0.25% Add +6.8% 25,604 $10.1M
Basso Capital Management, L.P. 6.03% Add +3.8% 25,535 $10.1M
Redwood Park Advisors LLC 6.81% Reduce -18.5% 25,268 $10.0M
LMR Partners LLP 0.13% Reduce -53.9% 25,250 $10.0M
NewEdge Wealth, LLC 0.11% Add +4.5% 25,185 $10.0M
Princeton Global Asset Management LLC 1.62% Reduce -2.7% 25,169 $10.0M
Skylands Capital, LLC 1.35% Reduce -4.7% 25,040 $9.9M
Shrier Wealth Management, LLC 3.95% — 24,988 $9.9M
FAS Wealth Partners, Inc. 0.64% Add +18.7% 24,824 $9.8M
Barry Investment Advisors, LLC 2.17% Reduce -2.0% 24,631 $9.8M
Grove Bank & Trust 1.10% Add +3.2% 24,625 $9.8M
Schwartz Investment Counsel Inc. 0.34% No change 24,344 $9.6M
VVR Holdings LLC 5.00% — 24,267 $9.6M
Ingalls & Snyder LLC 0.35% Reduce -5.3% 24,087 $9.5M
Three Seasons Wealth, LLC 0.91% Reduce -33.3% 24,007 $9.5M
Journey Advisory Group, LLC 0.80% Reduce -8.1% 23,991 $9.5M
Avior Wealth Management, LLC 0.30% Add +23.2% 23,938 $9.5M
Independence Wealth Advisors, LLC 5.31% — 23,807 $9.4M
M Holdings Securities, Inc. 0.67% New 23,759 $9.4M
Aspect Partners, LLC 4.12% Reduce -15.4% 23,757 $9.4M
Elite Wealth Management, Inc. 2.56% New 23,729 $9.4M
Accurate Wealth Management, LLC 1.18% Add +231.3% 22,426 $9.3M
Oxler Private Wealth LLC 2.68% No change 23,379 $9.3M
Petra Financial Advisors Inc. 5.35% Reduce -5.2% 23,012 $9.1M
Ausdal Financial Partners, Inc. 0.42% Reduce -7.1% 23,008 $9.1M
Beacon Capital Management, Inc. 0.49% No change 22,970 $9.1M
Silver Oak Securities, Incorporated 0.61% Add +15.6% 22,774 $9.1M
Kingswood Wealth Advisors, LLC 0.44% Add +8.9% 22,824 $9.0M
Williams Jones Wealth Management, LLC. 0.10% Add +2.8% 22,818 $9.0M
IFP Advisors, Inc 0.20% Add +15.1% 22,776 $9.0M
Allie Family Office LLC 4.21% Add +8.7% 22,766 $9.0M
Cranbrook Wealth Management, LLC 1.78% Reduce -6.9% 22,755 $9.0M
Yarbrough Capital, LLC 0.28% No change 22,747 $9.0M
Fairview Capital Investment Management, LLC 0.46% Reduce -2.2% 22,742 $9.0M
LS Investment Advisors, LLC 1.26% Reduce -5.7% 22,709 $9.0M
National Philanthropic Trust 0.09% Add +0.9% 22,554 $8.9M
Aptus Capital Advisors, LLC 0.08% Reduce -0.9% 22,486 $8.9M
Stonehearth Capital Management, LLC 3.29% Reduce -0.3% 22,412 $8.9M
Muhlenkamp & Co. Inc. 2.38% Add +0.3% 22,301 $8.8M
Becker Capital Management Inc. 0.25% Reduce -0.5% 22,287 $8.8M
TCTC Holdings, LLC 0.26% Add +1.6% 22,247 $8.8M
Curated Wealth Partners LLC 0.95% New 22,158 $8.8M
J. Safra Sarasin Holding AG 0.14% Add +22.1% 21,928 $8.7M
Curry Webb Wealth Management LLC 4.31% — 21,942 $8.7M
Cavalier Investments, LLC 2.70% Add +1221.3% 21,880 $8.7M
Brookwood Investment Group LLC 1.04% Add +0.1% 21,855 $8.7M
United Capital Financial Advisors, LLC 0.05% Add +46.2% 21,837 $8.7M
First Trust Bank, Ltd. 19.19% Reduce -50.8% 21,770 $8.6M
WealthBridge Capital Management, LLC 1.96% Add +1.4% 21,707 $8.6M
Versant Capital Management, Inc 1.07% Reduce -1.4% 21,583 $8.6M
Ssa Swiss Advisors AG 3.97% Reduce -19.9% 21,489 $8.5M
IFG Advisory, LLC 0.37% Reduce -10.4% 21,464 $8.5M
Freestone Capital Holdings, LLC 0.25% Reduce -1.4% 21,405 $8.5M
VMS Asset Management Limited 3.26% — 21,360 $8.5M
Tepp RIA, LLC 8.36% Add +0.7% 21,313 $8.4M
Koshinski Asset Management, Inc. 0.54% Reduce -1.4% 21,222 $8.4M
Midwest Trust Co 0.10% Add +2.5% 21,180 $8.4M
Sequent Planning LLC 2.13% Add +4.9% 21,091 $8.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 21,089 $8.4M
Debussy Capital Management LP 1.13% Add +2.7% 21,057 $8.3M
Howland Capital Management LLC 0.32% Add +0.2% 21,003 $8.3M
Vise Technologies, Inc. 0.16% Add +122.2% 20,762 $8.2M
Wesbanco Bank Inc. 0.23% Reduce -2.4% 20,755 $8.2M
Westside Investment Management, Inc. 1.31% Reduce -0.8% 20,723 $8.2M
WCG Wealth Advisors LLC 0.23% New 20,628 $8.2M
Signature Equity Partners, LLC 4.52% — 20,611 $8.2M
Colonial Trust Advisors 0.61% Add +3.8% 20,472 $8.1M
St. Johns Investment Management Company, LLC 3.37% Reduce -3.5% 20,389 $8.1M
McBroom & Associates, LLC 3.92% Reduce -0.8% 20,358 $8.1M
NDWM LLC 5.34% Add +4.6% 20,354 $8.1M
Marco Investment Management LLC 0.61% No change 20,342 $8.1M
Elevatus Welath Management 2.19% Add +150.2% 20,249 $8.0M
Deane Retirement Strategies, Inc. 3.31% Add +1.2% 20,210 $8.0M
RFG Advisory, LLC 0.15% Add +23.1% 20,149 $8.0M
Estate Counselors, LLC 0.67% Add +840.0% 20,115 $8.0M
5th Street Advisors, LLC 3.72% Reduce -5.0% 20,102 $8.0M
Perissos Private Wealth Management, LLC 6.84% Add +14.8% 20,012 $7.9M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 20,000 $7.9M
United Asset Strategies, Inc. 0.61% Reduce -36.1% 19,882 $7.9M
Coldstream Capital Management Inc. 0.10% Add +123.4% 19,873 $7.9M
Headinvest, LLC 1.56% Add +16.1% 19,769 $7.8M
Transcend Capital Advisors, LLC 0.61% Reduce -82.5% 19,733 $7.8M
Zacks Investment Management 0.06% Add +1.4% 19,727 $7.8M
Alaethes Wealth, LLC 2.17% Reduce -1.1% 19,412 $7.7M
Farmers & Merchants Trust Co of Chambersburg PA 2.16% Reduce -2.4% 19,434 $7.7M
Sepio Capital, LP 0.42% Add +8.6% 19,417 $7.7M
Prostatis Group LLC 1.83% Add +2.4% 19,372 $7.7M
TigerOak Management, L.L.C. 2.33% Reduce -1.4% 19,294 $7.6M
Gotham Asset Management 0.03% Add +40.7% 19,271 $7.6M
Cullen/Frost Bankers, Inc. 0.08% Reduce -0.1% 19,134 $7.6M
Fortress Private Ledger, LLC 2.49% Add +18.0% 19,115 $7.6M
OneAscent Financial Services LLC 0.70% Reduce -16.6% 19,115 $7.6M
Oxbow Advisors, LLC 0.68% Add +10.3% 19,114 $7.6M
Delos Wealth Advisors, LLC 5.00% Reduce -0.8% 19,111 $7.6M
Cloverfields Capital Group, LP 2.34% Reduce -2.5% 19,046 $7.5M
Callan Family Office, LLC 0.16% Reduce -3.0% 18,906 $7.5M
Retirement Planning Group, LLC 0.25% Reduce -0.8% 18,885 $7.5M
HCR Wealth Advisors 0.74% Add +3.0% 18,816 $7.5M
GKV Capital Management Co., Inc. 2.78% Add +8.1% 18,762 $7.4M
Smart Money Group LLC 2.16% Reduce -0.9% 18,657 $7.4M
Cumberland Partners Ltd 0.45% Reduce -8.1% 18,608 $7.4M
SeaCrest Wealth Management, LLC 0.75% Add +7.2% 18,008 $7.4M
Savvy Advisors, Inc. 0.24% Add +17.1% 18,395 $7.3M
Apella Capital, LLC 0.14% Add +98.7% 18,164 $7.2M
Fox Hill Wealth Management 3.35% Add +8.3% 18,164 $7.2M
World Equity Group, Inc. 2.01% Reduce -2.4% 18,143 $7.2M
iA Global Asset Management Inc. 0.09% Reduce -91.7% 18,115 $7.2M
Regal Investment Advisors LLC 0.43% Reduce -4.9% 18,095 $7.2M
Zweig-DiMenna Associates LLC 0.51% Reduce -45.3% 18,050 $7.2M
Hamel Associates, Inc. 2.13% Reduce -0.5% 17,867 $7.1M
Principal Securities, Inc. 0.11% Add +14.9% 17,792 $7.1M
McGuire Investment Group, LLC 0.75% Add +0.8% 17,747 $7.0M
Baron Financial Group, LLC 3.77% Reduce -8.5% 17,729 $7.0M
Segment Wealth Management, LLC 0.41% Add +1.7% 17,675 $7.0M
Montag A & Associates Inc. 0.32% Reduce -0.2% 17,555 $7.0M
Weatherly Asset Management L. P. 0.54% Add +1.8% 17,552 $7.0M
Modern Wealth Management, LLC 0.13% Add +0.5% 17,537 $7.0M
Skyview Financial Group LLC 7.16% — 17,501 $6.9M
Evelyn Partners Investment Management LLP 0.19% Reduce -11.6% 17,483 $6.9M
Evexia Wealth LLC 1.93% Add +13.3% 16,255 $6.9M
Prosperity Consulting Group, LLC 0.31% Add +0.8% 17,426 $6.9M
Investment Management Corp. /Va/ 5.78% Reduce -0.5% 17,398 $6.9M
Modera Wealth Management, LLC 0.08% Reduce -1.5% 17,358 $6.9M
Marin Bay Wealth Advisors, LLC 3.94% — 17,349 $6.9M
Balboa Wealth Partners 1.14% Reduce -15.8% 17,291 $6.9M
Bluedoor Private Wealth, LLC 3.15% — 17,217 $6.8M
Plan Group Financial, LLC 1.76% Add +19.1% 17,124 $6.8M
Granite Bay Wealth Management, LLC 1.64% Reduce -5.8% 17,122 $6.8M
AGH Wealth Advisors, LLC 5.10% Reduce -2.8% 17,113 $6.8M
Texas Yale Capital Corp. 0.21% Reduce -10.2% 17,086 $6.8M
TRUE Private Wealth Advisors 0.68% Add +9.2% 17,040 $6.8M
Cornerstone Wealth Management, LLC 0.35% Add +3.5% 17,001 $6.7M
Kiley Juergens Wealth Management, LLC 1.46% Reduce -0.1% 16,967 $6.7M
Quent Capital, LLC 0.48% Reduce -1.8% 16,920 $6.7M
Coastal Bridge Advisors, LLC 0.50% Add +3.4% 16,880 $6.7M
Confluence Wealth Services, Inc. 0.28% Reduce -1.7% 16,782 $6.7M
Resolute Wealth Strategies, LLC 2.89% Add +9.7% 16,645 $6.6M
YHB Investment Advisors, Inc. 0.45% Reduce -0.0% 16,615 $6.6M
Refined Wealth Management 4.41% Add +1.5% 16,547 $6.6M
Bryn Mawr Trust Advisors, LLC 0.32% Add +32.0% 16,530 $6.6M
Centerstone Investors, LLC 20.55% Reduce -19.5% 16,495 $6.5M
Sound View Wealth Advisors Group, LLC 0.44% Add +0.7% 16,438 $6.5M
Castleark Management LLC 0.19% Add +105.3% 16,435 $6.5M
Strategic Wealth Partners, Ltd. 0.45% Add +2.2% 16,430 $6.5M
Innova Wealth Partners 3.28% Reduce -32.7% 16,419 $6.5M
Wilmington Savings Fund Society, FSB 0.15% Add +4.4% 16,403 $6.5M
Cabot Wealth Management Inc. 0.72% Reduce -4.6% 16,368 $6.5M
Twelve Points Wealth Management LLC 1.46% Reduce -3.0% 15,615 $6.5M
AdvisorShares Investments LLC 1.08% Add +1.2% 16,274 $6.4M
ROI Financial Advisors, LLC 3.70% Add +3.8% 16,267 $6.4M
RoundAngle Advisors LLC 4.68% Add +3.2% 16,227 $6.4M
Grand Central Investment Group 4.66% — 16,203 $6.4M
Peregrine Asset Advisers, Inc. 1.81% Add +1371.2% 16,168 $6.4M
Pine Valley Investments Ltd Liability Co 0.32% Add +2.4% 16,025 $6.4M
Laurel Oak Wealth Management, LLC 1.07% — 15,984 $6.3M
Alpha Advisors, LLC 4.88% Add +2.0% 15,978 $6.3M
Glen Eagle Advisors, LLC 0.86% Add +6.8% 15,973 $6.3M
Ewing Morris & Co. Investment Partners Ltd. 2.77% Reduce -2.2% 15,778 $6.3M
O'Domhnaill Enterprises, Inc. 5.92% — 15,958 $6.3M
Addison Capital Co 1.58% Add +5.3% 15,957 $6.3M
Arkfeld Wealth Strategies, L.L.C. 2.16% Reduce -0.3% 15,390 $6.3M
Laird Norton Wetherby Trust Company, LLC 0.13% New 15,877 $6.3M
Montis Financial, LLC 1.24% Reduce -1.4% 15,861 $6.3M
WJ Financial Advisors LLC 5.57% Add +0.9% 15,777 $6.3M
Zeit Capital LLC 4.22% Reduce -0.9% 15,769 $6.2M
StoneX Group Inc. 0.27% Reduce -7.5% 15,748 $6.2M
Regions Financial Corp. 0.04% Add +5.0% 15,739 $6.2M
Crescent Grove Advisors, LLC 0.59% Add +25.3% 15,719 $6.2M
Concentrum Wealth Management 1.74% Add +4.7% 15,696 $6.2M
GoalFusion Wealth Management, LLC 2.87% Reduce -1.3% 15,635 $6.2M
Maridea Wealth Management LLC 0.93% Reduce -14.5% 15,625 $6.2M
truNorth Financial Services, Inc. 6.71% — 15,619 $6.2M
North Star Asset Management Inc. 0.25% Reduce -0.4% 15,472 $6.1M
Balefire, LLC 1.19% Reduce -8.9% 15,440 $6.1M
Marshall Wace, LLP 0.01% Reduce -95.1% 15,411 $6.1M
Lynx Investment Advisory 3.33% Reduce -5.5% 15,398 $6.1M
Peddock Capital Advisors, LLC 1.27% Reduce -6.5% 15,352 $6.1M
MacKay Shields LLC 1.91% No change 15,336 $6.1M
Norris Financial Group, LLC 2.06% Reduce -1.9% 15,319 $6.1M
Pinnacle Associates Ltd. 0.08% Add +20.8% 15,315 $6.1M
Bellecapital International Ltd. 1.08% Reduce -18.0% 15,280 $6.1M
1ST Source Bank 0.32% Add +7.3% 15,251 $6.0M
BlueChip Wealth Advisors LLC 2.53% Reduce -3.6% 15,165 $6.0M
Onyx Bridge Wealth Group LLC 0.64% Reduce -5.6% 15,153 $6.0M
Quattro Financial Advisors LLC 1.79% Reduce -1.1% 15,104 $6.0M
Guidance Capital, Inc. 1.46% Add +378.3% 13,245 $6.0M
Pinnacle Financial Group, LLC / IL 1.73% Reduce -0.1% 15,066 $6.0M
Retirement Capital Strategies 2.21% New 15,054 $6.0M
Thompson Siegel & Walmsley LLC 0.10% Reduce -8.8% 15,032 $6.0M
Price Capital Management, Inc. 43.52% Add +110.1% 15,020 $6.0M
Consolidated Investment Group LLC 0.71% No change 15,000 $5.9M
Apollon Financial, LLC 0.87% Add +23.1% 14,992 $5.9M
Aberdeen Group plc 0.01% Reduce -24.4% 14,979 $5.9M
Flagship Wealth Advisors, LLC 1.72% Add +1.9% 14,961 $5.9M
Pointe Capital Management LLC 2.93% Reduce -0.8% 14,924 $5.9M
Ariadne Wealth Management, LP 2.44% No change 13,060 $5.9M
Atticus Wealth Management, LLC 1.45% Reduce -0.6% 14,822 $5.9M
Bell & Brown Wealth Advisors, LLC 1.89% Reduce -1.6% 14,815 $5.9M
Burns Matteson Capital Management, LLC 2.34% Reduce -18.2% 14,721 $5.8M
Gould Capital, LLC 3.59% Reduce -1.6% 14,695 $5.8M
Choreo, LLC 0.07% Reduce -7.5% 14,592 $5.8M
Wealth Management Associates, Inc. 2.02% Reduce -1.4% 14,648 $5.8M
Oppenheimer & Close, LLC 3.94% Add +0.4% 14,597 $5.8M
Anchyra Partners LLC 1.77% — 14,550 $5.8M
Aries Wealth Management 1.27% Add +3.7% 14,498 $5.7M
Oak Family Advisors, LLC 1.75% Reduce -6.8% 14,439 $5.7M
Smith, Moore & Co. 0.43% Add +0.9% 14,435 $5.7M
Whittier Trust Co. of Nevada Inc. 0.12% No change 13,836 $5.7M
Childress Capital Advisors, LLC 0.91% Reduce -8.3% 14,360 $5.7M
Wise Wealth Partners 8.11% Reduce -8.3% 14,250 $5.6M
White Pine Capital LLC 1.55% Reduce -0.6% 14,238 $5.6M
Advyzon Investment Management, LLC 0.65% Add +2.5% 14,227 $5.6M
Matauro, LLC 0.84% Add +4.5% 14,112 $5.6M
Daiwa Securities Group Inc. 0.02% Add +6.0% 14,100 $5.6M
SS&H Financial Advisors, Inc. 1.62% No change 14,049 $5.6M
Ariston Services Group 3.26% Reduce -0.3% 14,021 $5.6M
MGB Wealth Management, LLC 1.59% Add +3.6% 13,973 $5.5M
Argent Trust Co 0.19% Add +1.5% 13,976 $5.5M
Hollow Brook Wealth Management LLC 1.43% Reduce -22.2% 13,923 $5.5M
City Holding Co. 0.68% Reduce -1.6% 13,911 $5.5M
Legacy Wealth Partners, LLC 1.43% — 13,907 $5.5M
Lodestar Private Asset Management LLC 0.55% Reduce -3.8% 13,844 $5.5M
BigSur Wealth Management LLC 1.33% Reduce -5.0% 13,793 $5.5M
Banque Pictet & Cie SA 0.05% Add +3.1% 13,825 $5.5M
Red Door Wealth Management, LLC 0.57% Add +1.1% 13,762 $5.5M
Cape Cod Five Cents Savings Bank 0.50% No change 22,407 $5.4M
Alliance Wealth Advisors, LLC 2.59% Reduce -3.1% 13,685 $5.4M
Mayflower Financial Advisors, LLC 0.66% Reduce -7.8% 13,653 $5.4M
IPG Investment Advisors LLC 0.95% Add +10.4% 13,644 $5.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.32% Reduce -2.6% 13,616 $5.4M
Noble Wealth Management PBC 2.71% Add +2.1% 13,595 $5.4M
Strategic Financial Services, Inc. 0.25% Reduce -57.4% 11,826 $5.4M
Moors & Cabot, Inc. 0.23% Reduce -8.3% 13,524 $5.4M
Bison Wealth, LLC 0.60% Add +0.0% 12,962 $5.4M
Latitude Advisors, LLC 2.35% Reduce -7.1% 13,484 $5.3M
BOK Financial Private Wealth, Inc. 0.33% Add +1.7% 13,475 $5.3M
Group One Trading LLC 0.16% New 13,453 $5.3M
Personal Cfo Solutions, LLC 0.84% Add +0.5% 13,408 $5.3M
Capital Wealth Planning, LLC 0.03% Reduce -50.3% 13,407 $5.3M
Trek Financial, LLC 0.31% Reduce -58.0% 13,344 $5.3M
CMG Global Holdings, LLC 2.35% Reduce -1.0% 11,649 $5.3M
McAlvany Wealth Management LLC 4.04% — 13,336 $5.3M
Capital Advisory Group Advisory Services, LLC 1.55% Reduce -0.5% 13,299 $5.3M
Copia Wealth Management 3.75% Reduce -3.0% 13,240 $5.2M
Arax Advisory Partners 0.15% Reduce -46.1% 13,238 $5.2M
Afg Fiduciary Services Limited Partnership 3.14% Reduce -3.6% 13,162 $5.2M
Inscription Capital, LLC 0.54% Add +2.1% 13,195 $5.2M
Avion Wealth 1.10% Add +849.6% 13,190 $5.2M
Banque Cantonale Vaudoise 0.19% Add +66.8% 13,167 $5.2M
Certified Advisory Corp 0.47% Add +1.1% 13,079 $5.2M
Fire Capital Management LLC 2.58% Add +0.8% 13,078 $5.2M
Capital Investment Advisors, LLC 0.08% Add +8.8% 13,048 $5.2M
Theory Financial LLC 1.74% Add +71.8% 11,110 $5.2M
DCF Advisers, LLC 1.70% Reduce -13.3% 13,000 $5.2M
Golden State Wealth Management, LLC 0.54% Reduce -3.3% 12,990 $5.1M
Chicago Partners Investment Group LLC 0.13% Add +58.9% 11,191 $5.1M
Seaview Investment Managers LLC 1.92% Add +120.3% 12,862 $5.1M
Austin Private Wealth, LLC 0.38% Reduce -4.7% 12,854 $5.1M
W.G. Shaheen & Associates DBA Whitney & Co 0.40% Add +226.2% 12,765 $5.1M
Mma Asset Management LLC 1.80% Reduce -38.9% 12,741 $5.0M
Robinson Value Management, Ltd. 2.72% Add +3.7% 12,716 $5.0M
Nvest Financial, LLC 2.09% Add +32.4% 12,703 $5.0M
Visionary Wealth Advisors 0.23% Add +9.5% 12,660 $5.0M
D.B. Root & Company, LLC 1.22% Add +8.3% 12,657 $5.0M
Betterment LLC 0.01% Add +43.6% 12,655 $5.0M
Ancora Advisors LLC 0.10% Add +2.7% 12,626 $5.0M
Signaturefd, LLC 0.08% Reduce -8.8% 12,582 $5.0M
Evergreen Capital Management LLC 0.11% Reduce -2.2% 12,580 $5.0M
Cyndeo Wealth Partners, LLC 0.27% Reduce -0.5% 12,558 $5.0M
Baker Tilly Wealth Management, LLC 1.23% Reduce -32.5% 12,555 $5.0M
Centennial Bank 1.97% Reduce -1.6% 12,517 $5.0M
Rye Brook Capital LLC 4.63% No change 12,500 $5.0M
Mission Wealth Management, LP 0.10% Add +45.5% 12,422 $4.9M
NWF Advisory Services Inc. 0.54% Reduce -26.3% 12,367 $4.9M
Texas Bank & Trust Co 1.78% Reduce -1.3% 12,330 $4.9M
National Wealth Management Group, LLC 1.69% Reduce -2.7% 12,322 $4.9M
Partners Capital Investment Group, LLP 0.18% No change 12,310 $4.9M
Evelyn Partners Investment Management Services Ltd 0.61% Reduce -0.8% 12,302 $4.9M
Thomist Capital Management, LP 1.32% Reduce -74.8% 12,150 $4.8M
Bluefin Capital Management, LLC 1.36% New 12,200 $4.8M
Caliber Wealth Management, LLC / KS 0.52% Reduce -1.0% 12,184 $4.8M
One Capital Management, LLC 0.15% Reduce -5.6% 12,174 $4.8M
Central Asset Investments & Management Holdings (HK) Ltd 3.21% Reduce -11.6% 12,173 $4.8M
Moneta Group Investment Advisors LLC 0.04% Add +36.1% 12,145 $4.8M
Emmett Investment Management, LP 3.70% No change 12,055 $4.8M
Bosman Wealth Management, LLC 3.92% Add +135.2% 12,051 $4.8M
Traynor Capital Management, Inc. 0.26% Add +5.4% 12,014 $4.8M
Telligent Fund, LP 5.29% No change 12,000 $4.8M
Amundi 0.00% Reduce -18.7% 12,000 $4.8M
Signal Advisors Wealth, LLC 0.38% Add +3.3% 11,944 $4.7M
Continuum Advisory, LLC 0.47% Reduce -0.8% 11,852 $4.7M
Sound Income Strategies, LLC 0.22% Add +27.0% 11,072 $4.7M
Sterling Financial Planning, Inc. 1.40% Reduce -5.6% 11,718 $4.6M
Titan Global Capital Management USA LLC 0.67% Reduce -3.9% 11,717 $4.6M
Bridgelight Financial Advisors, Inc. 3.95% — 11,699 $4.6M
Relyea Zuckerberg Hanson LLC 0.47% No change 11,691 $4.6M
Obermeyer Wealth Partners 0.21% Reduce -3.5% 11,649 $4.6M
Orin Green Financial, LLC 1.84% Add +0.4% 11,621 $4.6M
Bank Julius Baer & Co. Ltd, Zurich 0.01% Add +2.5% 11,507 $4.6M
Fortis Capital Advisors, LLC 0.67% Reduce -0.4% 11,420 $4.5M
Old National Bancorp 0.07% Reduce -9.1% 11,379 $4.5M
Macroview Investment Management LLC 3.10% Reduce -18.7% 11,352 $4.5M
Beck Mack & Oliver LLC 0.08% Reduce -1.7% 11,315 $4.5M
Sfmg, LLC 0.30% Add +10.6% 11,302 $4.5M
Point72 Asset Management 0.01% New 11,300 $4.5M
ABLE Financial Group, LLC 0.91% Reduce -0.9% 11,251 $4.5M
Loomis Sayles & Co. L P 0.01% No change 11,250 $4.5M
Inspirion Wealth Advisors, LLC 0.55% Add +82.0% 11,247 $4.5M
Avalon Trust Co 0.29% Add +1.3% 11,234 $4.5M
Advisor Resource Council 1.59% Add +45.7% 10,956 $4.5M
Expressive Wealth LLC 4.78% — 11,167 $4.4M
Deutsche Bank AG 0.00% Reduce -10.2% 11,139 $4.4M
Trust Co. of Vermont 0.18% Add +10.7% 11,132 $4.4M
Markin Asset Management, LP 4.84% — 11,107 $4.4M
Heritage Oak Wealth Advisors LLC 1.62% Reduce -0.9% 11,076 $4.4M
SG Trading Solutions, LLC 1.02% — 11,045 $4.4M
Samalin Investment Counsel, LLC 1.56% Add +4.7% 11,034 $4.4M
Matrix Trust Co 0.72% Reduce -1.4% 11,018 $4.4M
Professional Financial Advisors, LLC 0.89% Add +7.7% 11,004 $4.4M
Marathon Capital Management 0.94% Reduce -3.2% 10,988 $4.4M
SteelPeak Wealth, LLC 0.14% Add +198.8% 10,982 $4.4M
JTC Employer Solutions Trustee Ltd 0.29% No change 10,953 $4.3M
Centric Wealth Management 0.92% Reduce -2.5% 10,162 $4.3M
Simon Quick Advisors, LLC 0.19% Add +5.2% 10,943 $4.3M
Charter Research & Investment Group, Inc. 2.89% Reduce -0.2% 10,921 $4.3M
AlphaStar Capital Management, LLC 0.32% Add +18.8% 10,878 $4.3M
Sandbox Financial Partners, LLC 1.19% Add +14.0% 10,858 $4.3M
Financial Engines Advisors L.L.C. 0.01% Reduce -64.8% 10,839 $4.3M
Shikiar Asset Management Inc. 1.16% Reduce -1.1% 10,812 $4.3M
Pinnacle Family Advisors, LLC 1.88% Add +10.4% 10,806 $4.3M
Cannell & Spears LLC 0.08% Add +2.1% 10,802 $4.3M
International Assets Investment Management, LLC 0.29% Add +3.9% 10,732 $4.3M
SMART Wealth LLC 1.29% Add +0.6% 10,707 $4.2M
Fiduciary Financial Group, LLC 0.60% Reduce -7.7% 10,687 $4.2M
Flputnam Investment Management Co. 0.06% Add +3.9% 10,685 $4.2M
44 Wealth Management LLC 1.42% Add +13.2% 10,674 $4.2M
MBL Wealth, LLC 0.34% Reduce -2.4% 10,646 $4.2M
Fourth Dimension Wealth, LLC 1.53% Reduce -2.7% 10,594 $4.2M
Ciovacco Capital Management LLC 2.10% Reduce -0.0% 10,590 $4.2M
Chatterton & Associates Inc. 3.58% — 10,561 $4.2M
Newman Dignan & Sheerar, Inc. 0.87% Add +0.5% 10,533 $4.2M
Americana Partners, LLC 0.11% Add +32.4% 10,527 $4.2M
Thoroughbred Financial Services, LLC 0.25% Add +8.0% 10,471 $4.1M
Point Nemo Capital, LLC 4.10% — 10,448 $4.1M
Sheets Smith Wealth Management 0.45% No change 10,411 $4.1M
Natixis Advisors, LLC 0.01% New 10,406 $4.1M
Avidian Wealth Enterprises, LLC 0.15% Add +5.1% 10,367 $4.1M
Leo Wealth, LLC 0.30% Add +21.7% 10,319 $4.1M
Mitchell McLeod Pugh & Williams Inc. 0.58% Add +14.3% 8,970 $4.1M
Accel Wealth Management 1.12% Add +15.6% 10,302 $4.1M
Flagship Private Wealth, LLC 1.61% Add +3.0% 10,301 $4.1M
Wealth Advisory Solutions, LLC 0.95% Reduce -19.3% 10,279 $4.1M
Platform Technology Partners 0.87% Add +13.3% 10,275 $4.1M
Westfuller Advisors, LLC 1.65% Reduce -5.8% 10,269 $4.1M
Narwhal Capital Management 0.30% Reduce -1.7% 10,263 $4.1M
Summit Financial Strategies, Inc. 0.33% Add +0.2% 10,255 $4.1M
Financial Plan, Inc. 0.46% — 10,198 $4.0M
Solstein Capital, LLC 1.62% Reduce -0.5% 10,193 $4.0M
First Citizens Bank & Trust Co. 0.08% No change 10,185 $4.0M
EverSource Wealth Advisors, LLC 0.15% Add +3.1% 10,184 $4.0M
Marex Group Ltd 0.04% Reduce -71.0% 10,162 $4.0M
Procyon Advisors, LLC 0.20% Add +8.8% 10,128 $4.0M
Quintet Private Bank (Europe) S.A. 0.23% Reduce -45.1% 10,091 $4.0M
Titleist Asset Management, LLC 0.32% Add +183.0% 10,083 $4.0M
Wealthspire Retirement, LLC 0.24% Reduce -4.0% 10,067 $4.0M
Gouws Capital LLC 2.10% No change 10,030 $4.0M
Cornerstone Advisory, LLC 0.38% Add +106.5% 10,017 $4.0M
Coordinated Financial Services, Inc. 2.31% Reduce -0.2% 10,001 $4.0M
Independent Wealth Network Inc. 1.21% Add +0.8% 9,970 $4.0M
SMA Capital LLC 2.04% — 9,954 $3.9M
Certuity, LLC 0.25% Add +0.3% 9,906 $3.9M
Weaver Consulting Group 0.96% Reduce -1.5% 9,901 $3.9M
NBT Bank, N.A. 0.25% Reduce -2.4% 6,283 $3.9M
Wells Financial Advisors INC 7.45% Reduce -22.7% 9,893 $3.9M
Insight Advisors, LLC/ PA 0.59% Add +13.0% 9,879 $3.9M
Westbourne Investments, Inc. 1.82% Add +0.1% 9,871 $3.9M
Nomura Asset Management Co. Ltd. 0.01% Reduce -50.9% 9,867 $3.9M
Barings LLC 0.07% Reduce -43.5% 9,828 $3.9M
Bridgewater Advisors Inc. 0.25% Reduce -8.5% 8,774 $3.9M
Herbst Group, LLC 2.29% Add +23.9% 9,810 $3.9M
Fermata Advisors, LLC 0.93% Add +6.0% 9,803 $3.9M
Permanent Capital Management, LP 0.76% Reduce -2.3% 9,803 $3.9M
Private Trust Co. NA 0.34% Add +10.5% 9,802 $3.9M
Valeo Financial Advisors, LLC 0.09% Reduce -4.1% 9,790 $3.9M
Luminist Capital LLC 4.79% Reduce -57.4% 9,785 $3.9M
Seamount Financial Group Inc. 1.76% Reduce -2.8% 9,784 $3.9M
Palisades Hudson Asset Management, L.P. 1.50% No change 9,758 $3.9M
South Shore Capital Advisors 2.82% — 9,750 $3.9M
Laurel Wealth Advisors LLC 0.51% Add +0.1% 9,738 $3.9M
Wealthedge Investment Advisors, LLC 1.42% Reduce -0.7% 9,719 $3.9M
Verus Capital Partners, LLC 0.26% Add +5.1% 9,717 $3.9M
Dorsey Wright & Associates 0.84% Add +1.6% 9,697 $3.8M
Altar Rock LLC 4.58% — 9,642 $3.8M
Welch Group, LLC 0.15% Add +15.2% 9,639 $3.8M
Austin Wealth Management, LLC 0.56% Reduce -0.8% 9,276 $3.8M
Morse Asset Management, Inc 0.77% Add +1.7% 9,629 $3.8M
Private Wealth Partners, LLC 0.27% Reduce -0.4% 9,616 $3.8M
Empower Advisory Group, LLC 0.01% Add +3.8% 9,553 $3.8M
MRP Capital Investments, LLC 3.17% Reduce -2.3% 9,547 $3.8M
Altfest L J & Co. Inc. 0.41% Reduce -65.1% 9,545 $3.8M
Empirical Asset Management, LLC 1.07% Reduce -2.2% 35,588 $3.8M
Altura Wealth Advisors Inc. 1.63% Add +2.9% 9,534 $3.8M
HUB Investment Partners, LLC 0.10% Reduce -3.3% 9,527 $3.8M
Nokomis Capital, L.L.C. 1.09% Add +66.5% 9,517 $3.8M
Jump Financial, LLC 0.05% New 9,511 $3.8M
Congress Park Capital LLC 1.12% Add +1.0% 9,465 $3.8M
Connective Portfolio Management, LLC 6.76% No change 9,465 $3.8M
Northeast Financial Group, Inc. 0.94% Reduce -1.8% 9,459 $3.7M
Parcion Private Wealth LLC 0.23% Add +5.3% 9,454 $3.7M
Aspire Private Capital, LLC 0.83% Reduce -11.4% 9,443 $3.7M
Nicholas Hoffman & Company, LLC. 0.09% Add +6.6% 9,400 $3.7M
Towneley Capital Management, Inc / DE 0.78% Reduce -6.7% 9,376 $3.7M
Discipline Wealth Solutions, LLC 0.69% Add +2.1% 9,375 $3.7M
Financial & Tax Architects, LLC 0.83% Add +1344.1% 9,372 $3.7M
Compound Planning, Inc. 0.11% Add +28.9% 9,368 $3.7M
Pure Financial Advisors, LLC 0.06% Add +8.2% 9,360 $3.7M
Gradient Capital Advisors, LLC 0.95% Reduce -1.8% 9,316 $3.7M
Emergent Wealth Advisors, LLC 2.07% Reduce -4.0% 9,304 $3.7M
Bluesphere Advisors LLC 1.63% Add +11.0% 9,299 $3.7M
Taylor & Morgan Wealth Management, LLC 2.05% Add +200.6% 9,235 $3.7M
CSS LLC 0.61% Reduce -18.4% 9,230 $3.7M
West Michigan Advisors, LLC 0.84% Add +50.5% 9,182 $3.6M
Ignite Planners, LLC 0.56% Add +72.7% 8,153 $3.6M
KCM Investment Advisors LLC 0.12% Add +30.9% 9,139 $3.6M
Artesa Financial Group, LLC 3.73% — 9,134 $3.6M
Curran Financial Partners, LLC 0.69% Reduce -5.0% 9,133 $3.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 7,592 $3.6M
Sage Investment Advisers LLC 2.69% — 9,060 $3.6M
Sassicaia Capital Advisers LLC 7.81% Reduce -77.3% 9,000 $3.6M
Trust Co. of Toledo NA 0.35% Reduce -4.0% 8,978 $3.6M
First Bank & Trust 0.58% No change 8,940 $3.5M
Midwest Professional Planners, LTD. 0.84% Reduce -5.0% 8,904 $3.5M
Overbrook Management Corp 0.61% New 8,900 $3.5M
Sendero Wealth Management, LLC 0.39% Add +3.7% 8,895 $3.5M
Sowell Financial Services LLC 0.13% Add +3.5% 8,877 $3.5M
Viewpoint Investment Partners Corp. 1.67% Reduce -1.9% 8,875 $3.5M
Walkner Condon Financial Advisors LLC 0.49% Add +0.1% 8,856 $3.5M
Capital Group Private Client Services, Inc. 0.06% Add +12.2% 8,833 $3.5M
Highline Wealth Partners LLC 0.98% Reduce -1.9% 8,828 $3.5M
Marble Wealth, LLC 0.49% — 8,827 $3.5M
SVB Wealth LLC 0.21% Reduce -35.9% 8,815 $3.5M
New England Private Wealth Advisors LLC 0.43% Reduce -0.3% 8,807 $3.5M
Brendel Financial Advisors LLC 1.72% Add +2.7% 8,805 $3.5M
Intellectus Partners, LLC 0.67% Add +10.3% 8,803 $3.5M
Kercheville Advisors, LLC 0.91% Add +12.6% 7,719 $3.5M
Rwa Wealth Partners, LLC 0.04% Add +1.3% 8,767 $3.5M
Castle Rock Wealth Management, LLC 0.75% Reduce -4.2% 7,670 $3.5M
Hanson & Doremus Investment Management 0.42% Reduce -0.5% 8,717 $3.5M
Corundum Group, Inc. 1.16% Reduce -5.1% 8,687 $3.4M
Broyhill Asset Management, LLC 3.02% No change 8,655 $3.4M
Diversified Management Inc. 0.80% — 8,636 $3.4M
Clear Street Group Inc. 0.02% Reduce -37.5% 8,584 $3.4M
Armstrong Advisory Group, Inc. 0.23% Reduce -94.3% 8,580 $3.4M
Net Worth Advisory Group 0.68% Add +135.1% 8,547 $3.4M
Synergy Asset Management, LLC 0.35% Reduce -50.9% 8,536 $3.4M
Nadler Financial Group, Inc. 0.31% Add +1.4% 8,530 $3.4M
Augustine Asset Management Inc. 0.67% Reduce -0.4% 8,506 $3.4M
Keating Financial Advisory Services, Inc. 0.46% — 8,488 $3.4M
GWN Securities Inc. 0.68% Add +19.2% 8,467 $3.4M
Creekside Partners 1.41% Add +0.7% 8,446 $3.3M
Acorn Wealth Advisors, LLC 0.99% Add +23.7% 8,419 $3.3M
Roundview Capital LLC 0.20% Reduce -2.4% 8,401 $3.3M
Centennial Wealth Advisory LLC 0.88% Add +6.0% 8,366 $3.3M
Bedel Financial Consulting, Inc. 0.36% Add +55.9% 8,354 $3.3M
Mission Creek Capital Partners, Inc. 0.66% Reduce -0.3% 8,302 $3.3M
Compass Ion Advisors, LLC 0.31% Reduce -0.6% 8,269 $3.3M
Linden Thomas Advisory Services, LLC 0.33% Add +4.2% 8,262 $3.3M
Cowa, LLC 0.99% Reduce -14.3% 8,225 $3.3M
Main Street Financial Solutions, LLC 0.24% Add +1.7% 8,215 $3.3M
McRae Capital Management Inc. 0.66% Reduce -3.8% 8,135 $3.2M
Astra Wealth Partners LLC 1.97% Add +7.6% 8,122 $3.2M
Farmers Trust Co. 0.52% Reduce -17.4% 8,082 $3.2M
FreeGulliver LLC 1.43% Add +20.4% 8,071 $3.2M
Maxele Advisors, LLC 2.60% Add +7.1% 8,071 $3.2M
Baker Ellis Asset Management LLC 0.38% Reduce -0.1% 8,069 $3.2M
EPG Wealth Management LLC 0.86% Reduce -9.8% 8,064 $3.2M
Element Pointe Advisors, LLC 0.62% Add +3.4% 8,055 $3.2M
Wisconsin Wealth Advisors, LLC 3.13% Reduce -34.4% 8,054 $3.2M
Daymark Wealth Partners, LLC 0.10% Reduce -29.3% 8,047 $3.2M
RPG Investment Advisory, LLC 0.36% Add +2.6% 8,043 $3.2M
SlateStone Wealth, LLC 0.27% Add +2.4% 8,023 $3.2M
GTS Securities LLC 0.11% Add +661.6% 8,020 $3.2M
Landmark Wealth Management, Inc. 1.20% Reduce -11.2% 8,016 $3.2M
Centennial Advisors, LLC 4.09% — 7,935 $3.1M
Grey Ledge Advisors, LLC 0.71% Add +4.2% 7,930 $3.1M
Gateway Wealth Partners, LLC 0.35% Add +234.3% 7,897 $3.1M
Vienna Asset Management LLC 1.77% Reduce -27.0% 7,882 $3.1M
Money Concepts Capital Corp. 0.17% Add +53.1% 7,855 $3.1M
D'Orazio & Associates, Inc. 0.40% Add +12.0% 7,841 $3.1M
Total Clarity Wealth Management, Inc. 0.75% Reduce -5.4% 7,840 $3.1M
Aua Capital Management, LLC 1.56% No change 7,836 $3.1M
Northwest & Ethical Investments L.P. 0.07% No change 7,830 $3.1M
Gerber Kawasaki Wealth & Investment Management 0.11% Add +0.8% 7,821 $3.1M
Clear Harbor Asset Management, LLC 0.21% Reduce -4.5% 7,815 $3.1M
Financial Guidance Group, Inc. 1.27% Reduce -0.8% 7,806 $3.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 4.28% Add +290.0% 7,800 $3.1M
Legacy Advisors, LLC 0.33% Reduce -41.6% 7,788 $3.1M
Glass Jacobson Investment Advisors llc 1.11% Reduce -5.9% 7,783 $3.1M
1832 Asset Management L.P. 0.00% Add +54.4% 7,774 $3.1M
Jeppson Wealth Management, LLC 0.97% Add +1.0% 7,756 $3.1M
Beto Financial Group, LLC 2.07% — 7,181 $3.1M
Amplius Wealth Advisors, LLC 0.26% Reduce -9.9% 7,730 $3.1M
Peak Planning Group, LLC 0.86% Add +17.5% 7,730 $3.1M
Benin Management CORP 0.68% Add +11.1% 7,725 $3.1M
Hyundai Investments Co., Ltd. 2.98% New 7,671 $3.1M
NavPoint Financial, Inc. 1.31% No change 7,716 $3.1M
Keebeck Wealth Management 0.35% Add +0.1% 7,683 $3.0M
Independence Bank of Kentucky 0.38% Reduce -1.2% 7,668 $3.0M
Nelson Capital Management, LLC 0.36% No change 7,658 $3.0M
Destiny Wealth Partners, LLC 0.35% Add +40.0% 6,519 $3.0M
Peak Wealth Management LLC 2.51% — 7,590 $3.0M
LVM Capital Management Ltd. 0.28% Add +0.7% 7,575 $3.0M
Turning Point Benefit Group, Inc. 1.56% Add +10.0% 7,551 $3.0M
Tiemann Investment Advisors, LLC 1.16% Reduce -2.6% 7,542 $3.0M
HBK Sorce Advisory LLC 0.07% Reduce -16.0% 6,531 $3.0M
Perennial Investment Advisors, LLC 0.23% Add +11.8% 7,486 $3.0M
Penn Davis McFarland Inc. 0.28% Reduce -9.4% 7,467 $3.0M
Cogent Private Wealth, Inc. 2.25% — 7,450 $3.0M
WealthShield Partners, LLC 0.33% Reduce -5.3% 7,449 $3.0M
Empirical Finance, LLC 0.14% Add +282.8% 7,445 $3.0M
Magnus Financial Group LLC 0.23% Reduce -8.6% 7,444 $3.0M
Quest 10 Wealth Builders, Inc. 2.63% Reduce -22.4% 7,404 $2.9M
Fiduciary Family Office, LLC 0.84% No change 7,393 $2.9M
Alexander Labrunerie & Co., Inc. 1.07% Add +56.9% 7,384 $2.9M
Valley National Advisers Inc. 0.40% Add +5.9% 7,377 $2.9M
Avantax Planning Partners, Inc. 0.08% Add +11.7% 7,369 $2.9M
ArchPoint Investors 0.69% Add +1.4% 7,362 $2.9M
Primoris Wealth Advisors, LLC 1.74% Add +418.6% 7,322 $2.9M
Global Assets Advisory, LLC 0.83% Add +9.0% 7,321 $2.9M
CRA Financial Services, LLC 0.38% Add +8.8% 7,320 $2.9M
Florida Financial Advisors, LLC 0.79% Add +8.6% 7,303 $2.9M
Indivisible Partners 0.31% — 7,301 $2.9M
Encompass Wealth Advisors, LLC 0.98% Reduce -9.9% 7,300 $2.9M
Kassira Wealth Management LLC 2.74% Add +0.7% 7,284 $2.9M
Purkiss Capital Advisors LLC 1.35% Add +0.3% 7,282 $2.9M
Liberty Wealth Management LLC 0.37% Reduce -10.2% 7,273 $2.9M
Carnegie Investment Counsel 0.05% Reduce -7.4% 7,263 $2.9M
Firestone Capital Management 0.61% Reduce -8.8% 7,235 $2.9M
Cassaday & Co Wealth Management LLC 0.06% Add +46.5% 7,234 $2.9M
Arlington Trust Co LLC 0.29% Add +29.2% 7,201 $2.9M
Pathfinder Wealth Consulting, Inc. 1.80% — 7,189 $2.8M
WMG Financial Advisors, LLC 1.17% Reduce -24.1% 7,167 $2.8M
Tyche Wealth Partners LLC 0.45% Reduce -4.7% 7,142 $2.8M
Strategic Financial Concepts, LLC 2.59% Add +124.7% 7,140 $2.8M
Pullen Investment Management, LLC 1.49% Add +3.4% 7,119 $2.8M
Lionsbridge Wealth Management LLC 2.85% Reduce -2.3% 7,112 $2.8M
Aspen Investment Management Inc 0.85% Add +9.1% 7,111 $2.8M
Sincerus Advisory, LLC 2.26% Reduce -1.3% 7,097 $2.8M
White Lighthouse Investment Management Inc. 0.39% Add +6.0% 7,093 $2.8M
Lifestyle Asset Management, Inc. 0.91% Add +20.9% 7,079 $2.8M
Patrick Mauro Investment Advisor, INC. 1.47% Reduce -19.8% 6,475 $2.8M
Krilogy Financial LLC 0.10% Reduce -34.6% 6,022 $2.8M
Pittenger & Anderson Inc. 0.11% Add +3850.0% 7,031 $2.8M
Aberdeen Wealth Management LLC 1.28% Reduce -1.8% 6,992 $2.8M
Caxton Corp. 64.50% Reduce -4.4% 6,964 $2.8M
Wellington Shields Capital Management, LLC 0.40% Reduce -1.8% 6,944 $2.8M
O'shaughnessy Asset Management, LLC 0.02% Add +17.2% 6,942 $2.8M
Private Harbour Investment Management & Counsel, LLC 2.87% Reduce -1.9% 6,930 $2.7M
Olde Wealth Management, LLC 0.84% Add +0.2% 6,906 $2.7M
Cove Private Wealth, LLC 0.82% No change 6,885 $2.7M
Financial Management Network Inc. 0.43% Add +1.0% 6,846 $2.7M
BOS Asset Management, LLC 0.73% Add +1.3% 6,879 $2.7M
Modus Advisors, LLC 0.72% Reduce -1.4% 6,868 $2.7M
Silverlake Wealth Management LLC 0.61% Add +0.5% 6,866 $2.7M
Cim, LLC 0.35% Add +7.3% 6,803 $2.7M
Advisors Preferred, LLC 0.44% Add +35.5% 6,769 $2.7M
Founders Financial Securities LLC 0.16% Add +39.6% 6,782 $2.7M
Werba Rubin Papier Wealth Management 0.73% Add +24.3% 6,771 $2.7M
San Luis Wealth Advisors LLC 0.45% Add +1.0% 6,725 $2.7M
Oarsman Capital, Inc. 0.35% Add +2.1% 6,711 $2.7M
Schnieders Capital Management, Llc. 0.42% Add +8.2% 6,710 $2.7M
Crestwood Advisors Group, LLC 0.04% Reduce -0.2% 6,700 $2.7M
Marnell Management LLC 2.02% — 6,700 $2.7M
Galaxy Group Investments LLC 0.37% New 6,700 $2.7M
Balanced Wealth Group LLC 0.97% Reduce -2.5% 7,419 $2.6M
Excalibur Management Corp. 0.95% Reduce -2.7% 6,660 $2.6M
Rossmore Private Capital 0.24% Add +61.5% 6,657 $2.6M
COFG Advisors, LLC 0.65% — 6,651 $2.6M
Aprio Wealth Management, LLC 0.15% Add +12.4% 6,638 $2.6M
Allied Investment Advisors, LLC 0.41% Add +526.6% 6,629 $2.6M
SpringVest Wealth Management LLC 1.82% Reduce -4.3% 6,596 $2.6M
Manchester Capital Management LLC 0.35% Reduce -1.9% 6,582 $2.6M
Schneider Downs Wealth Management Advisors, LP 0.29% No change 6,571 $2.6M
Disciplined Investors, L.L.C. 1.71% Reduce -2.0% 6,571 $2.6M
BKM Wealth Management, LLC 0.95% Add +2.1% 6,562 $2.6M
New Wave Wealth Advisors LLC 0.95% Add +33.1% 6,536 $2.6M
ION Fund Management Ltd 0.33% — 6,535 $2.6M
PKS Advisory Services, LLC 0.59% Reduce -9.4% 6,534 $2.6M
S.A. Mason LLC 1.02% Add +0.2% 6,518 $2.6M
Hutchens & Kramer Investment Management Group, LLC 0.89% Reduce -9.5% 6,514 $2.6M
Bogart Wealth, LLC 0.10% Add +5.5% 6,486 $2.6M
Pin Oak Investment Advisors Inc. 1.80% Reduce -10.5% 5,631 $2.6M
Brick & Kyle, Associates 0.91% Add +88.9% 6,470 $2.6M
Fisher Asset Management 0.00% Reduce -0.3% 6,463 $2.6M
Sovereign Financial Group, Inc. 0.46% Reduce -0.8% 6,458 $2.6M
PMV Capital Advisers, LLC 4.65% Add +4.2% 6,441 $2.6M
SHUTTLEWORTH & Co 2.32% Reduce -0.0% 6,409 $2.5M
McHugh Group, LLC 1.46% Add +1.6% 6,385 $2.5M
Campbell Capital Management Inc. 0.85% New 6,325 $2.5M
Bath Savings Trust Co 0.25% Reduce -47.2% 6,305 $2.5M
WorthPointe, LLC 0.66% Add +5.9% 6,298 $2.5M
Herold Advisors, Inc. 0.56% Add +5.0% 6,284 $2.5M
Tandem Financial, LLC 3.00% Add +5.0% 10,267 $2.5M
Rebalance, LLC 0.14% Reduce -4.8% 6,253 $2.5M
Wealthgarden F.S. LLC 1.63% Add +1.9% 5,332 $2.5M
J2 Capital Management Inc 1.80% Add +3.5% 6,241 $2.5M
Mason & Associates Inc 0.47% Add +12.9% 6,239 $2.5M
High Note Wealth, LLC 0.48% Add +3.6% 6,232 $2.5M
Agf Management Ltd. 0.01% Add +40.3% 6,215 $2.5M
Leavell Investment Management, Inc. 0.10% Add +7.6% 6,195 $2.5M
Mainstream Capital Management LLC 1.60% Reduce -5.6% 6,173 $2.4M
NorthCoast Asset Management LLC 0.05% Reduce -91.9% 6,167 $2.4M
Sei Investments Co. 0.00% Add +231.7% 6,153 $2.4M
Lederer & Associates Investment Counsel 1.63% Reduce -10.9% 6,140 $2.4M
Beese Fulmer Investment Management, Inc. 0.16% Add +0.8% 6,125 $2.4M
Madison Wealth Partners, Inc 0.44% Add +14.4% 6,115 $2.4M
Beirne Wealth Consulting Services, LLC 0.70% Add +3.3% 6,113 $2.4M
Teucrium Investment Advisors, LLC 2.66% — 6,108 $2.4M
Commons Capital, LLC 1.70% Reduce -6.7% 6,095 $2.4M
Bradley & Co. Private Wealth Management, LLC 1.29% Add +40.9% 6,077 $2.4M
Ballast Rock Private Wealth LLC 1.50% — 6,074 $2.4M
American Institute for Advanced Investment Management, LLP 1.55% Reduce -0.8% 6,092 $2.4M
Verdence Capital Advisors LLC 0.14% Reduce -0.3% 6,037 $2.4M
Account Management LLC 2.56% Add +7.4% 6,025 $2.4M
Bienville Capital Management, LLC 0.38% Add +128.4% 6,019 $2.4M
LaSalle St. Investment Advisors, LLC 0.38% Add +16.6% 6,014 $2.4M
Secure Asset Management, LLC 0.37% Add +1.6% 6,006 $2.4M
Isthmus Partners, LLC 0.26% No change 6,000 $2.4M
Clarus Wealth Advisors 0.98% Reduce -2.3% 5,636 $2.4M
NRI Wealth Management LC 1.21% Add +4.1% 5,987 $2.4M
GFS Advisors, LLC 0.28% Reduce -16.5% 5,982 $2.4M
Good Steward Wealth Advisors,LLC 1.56% Reduce -20.6% 5,976 $2.4M
Bravera Wealth 1.18% — 5,953 $2.4M
Advance Capital Management, Inc. 0.10% Add +4.4% 5,944 $2.4M
Sharkey, Howes & Javer 0.30% Reduce -30.6% 5,925 $2.3M
Ritholtz Wealth Management 0.04% Add +11.8% 5,868 $2.3M
Jupiter Wealth Management LLC 1.03% Add +308.3% 5,145 $2.3M
Private Wealth Asset Management, LLC 0.25% Reduce -0.1% 5,848 $2.3M
Weaver Capital Management LLC 0.49% Reduce -0.1% 5,822 $2.3M
Soltis Investment Advisors LLC 0.15% Add +10.5% 5,820 $2.3M
SHP Wealth Management 0.18% — 5,819 $2.3M
MMBG Investment Advisors Co. 0.19% Reduce -14.7% 5,815 $2.3M
Cadent Capital Advisors, LLC 0.61% Add +3.5% 5,800 $2.3M
Valmark Advisers, Inc. 0.03% Add +0.8% 5,800 $2.3M
Douglass Winthrop Advisors, LLC 0.04% Add +10.0% 5,782 $2.3M
TBH Global Asset Management, LLC 0.38% Reduce -4.9% 5,769 $2.3M
Park National Corp. 0.07% Add +108.7% 5,760 $2.3M
Eastern Bank 0.04% Add +21.4% 5,749 $2.3M
Alterna Wealth Management, Inc. 1.89% Add +42.6% 5,735 $2.3M
Chilton Investment Co. Inc. 0.05% No change 5,730 $2.3M
Pegasus Asset Management, Inc. 0.70% Add +1.3% 5,728 $2.3M
Lavelle Capital LP 1.44% — 5,723 $2.3M
Boston Partners 0.00% No change 6,451 $2.3M
Fell Capital Management 2.20% — 5,690 $2.3M
Q3 Asset Management 0.52% Add +196.6% 5,679 $2.3M
Doheny Asset Management 1.37% No change 5,670 $2.2M
Brandywine Oak Private Wealth LLC 0.19% Reduce -0.7% 5,662 $2.2M
Patten Group, Inc. 0.41% Add +1.2% 5,660 $2.2M
Meridian Wealth Advisors, LLC 0.31% No change 5,604 $2.2M
Gables Capital Management Inc. 0.94% Reduce -0.9% 5,598 $2.2M
Gould Asset Management LLC 0.39% Reduce -5.8% 5,592 $2.2M
Delta Investment Management, LLC 0.38% Add +8.1% 5,589 $2.2M
Milestones Private Investment Advisors LLC 1.51% Reduce -0.4% 5,551 $2.2M
Game Creek Capital, LP 0.83% Reduce -6.8% 5,525 $2.2M
LCNB Corp. 0.73% Add +0.6% 5,512 $2.2M
Argentarii, LLC 0.71% Add +10.0% 5,500 $2.2M
Twin Tree Management, LP 0.22% Reduce -92.1% 5,491 $2.2M
Moss Adams Wealth Advisors LLC 0.16% Reduce -8.2% 5,480 $2.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +10.8% 5,479 $2.2M
KFG Wealth Management, LLC 0.29% Reduce -8.9% 5,472 $2.2M
Westco Advisory Services Inc. 1.33% — 5,458 $2.2M
Per Stirling Capital Management, LLC. 0.24% Reduce -3.9% 5,452 $2.2M
Savior LLC 7.80% Add +7.8% 5,447 $2.2M
Victory Financial Group, LLC 0.27% Add +33.4% 5,442 $2.2M
T3 Companies, LLC 2.79% — 5,437 $2.2M
SevenBridge Financial Group, LLC 0.35% Reduce -6.1% 4,628 $2.2M
Moulton Wealth Management, Inc. 2.03% Reduce -0.3% 5,383 $2.1M
Raleigh Capital Management Inc. 0.78% Reduce -13.9% 5,409 $2.1M
Forbes J M & Co. LLP 0.17% No change 5,406 $2.1M
Mill Creek Capital Advisors, LLC 0.04% No change 5,399 $2.1M
Milestone Asset Management, LLC 0.40% Reduce -19.3% 5,395 $2.1M
Kimelman & Baird, LLC 0.16% Reduce -1.8% 5,390 $2.1M
Essential Investment Partners LLC 2.01% — 5,384 $2.1M
Phillips Financial Management, LLC 0.14% Reduce -8.9% 5,372 $2.1M
Montecito Bank & Trust 0.34% Reduce -1.3% 5,355 $2.1M
Encompass More Asset Management 0.39% Add +28.4% 5,349 $2.1M
Schaper Benz & Wise Investment Counsel Inc. 0.15% Add +11.7% 5,313 $2.1M
VeraBank, N.A. 0.38% Add +404.9% 5,312 $2.1M
Genesis Wealth Advisors, LLC 1.44% Reduce -2.7% 5,308 $2.1M
URS Advisory LLC 1.75% — 5,307 $2.1M
Ofc Financial Planning, LLC 1.99% Reduce -2.5% 5,294 $2.1M
Chesapeake Asset Management LLC 1.74% Add +5.0% 5,282 $2.1M
Heartwood Wealth Advisors LLC 0.19% Add +0.1% 5,278 $2.1M
Cinctive Capital Management LP 0.12% Reduce -46.2% 5,274 $2.1M
Kraft, Davis & Associates, LLC 0.47% Reduce -12.6% 4,955 $2.1M
Alteri Wealth LLC 0.68% Add +8.4% 5,258 $2.1M
First Business Financial Services, Inc. 0.19% Add +1.3% 5,247 $2.1M
O'ROURKE & COMPANY, Inc 0.81% Add +12.8% 5,234 $2.1M
Investment Partners, LTD. 0.73% Reduce -0.5% 5,232 $2.1M
Quadcap Wealth Management, LLC 0.24% No change 5,223 $2.1M
Baxter Bros Inc. 0.24% Reduce -14.8% 5,179 $2.1M
Naples Global Advisors, LLC 0.15% Reduce -0.6% 5,174 $2.1M
Wealth Quarterback LLC 0.74% Add +9.9% 5,173 $2.1M
Arrowroot Family Office, LLC 0.74% Add +10.1% 5,161 $2.0M
Premier Financial Group 0.53% Add +18.7% 5,150 $2.0M
Crewe Advisors LLC 0.18% No change 5,121 $2.0M
HM Payson & Co. 0.03% Add +7.9% 5,120 $2.0M
Caitlin John, LLC 1.33% Add +10.4% 5,118 $2.0M
Harbour Capital Advisors, LLC 0.41% Add +1.0% 5,080 $2.0M
Keystone Financial Group 0.15% Add +45.0% 5,098 $2.0M
Guardian Capital, LLC 1.81% — 5,096 $2.0M
Diligent Investors, LLC 0.50% Add +30.6% 5,085 $2.0M
Lee Danner & Bass Inc. 0.14% Add +11.5% 5,084 $2.0M
Badgley Phelps Wealth Managers, LLC 0.04% Add +75.3% 5,074 $2.0M
Lansing Street Advisors 0.52% No change 5,069 $2.0M
Towerpoint Wealth, LLC 0.79% Reduce -0.3% 5,062 $2.0M
DV Trading LLC 0.17% — 5,058 $2.0M
Capital Advisors Inc. 0.03% Reduce -0.4% 5,050 $2.0M
Greenline Partners, LLC 0.23% No change 5,049 $2.0M
Vista Investment Partners Ii, LLC 0.86% Reduce -11.0% 5,048 $2.0M
Rakuten Securities, Inc. 0.65% Add +70.8% 5,022 $2.0M
Colonial Trust Co / SC 0.26% Add +0.3% 5,014 $2.0M
Autumn Glory Partners, LLC 0.70% No change 5,007 $2.0M
Nwi Management LP 0.12% No change 5,000 $2.0M
Polymer Capital Management (US) LLC 0.26% No change 5,000 $2.0M
JFS Wealth Advisors, LLC 0.11% Add +3.3% 5,000 $2.0M
Strategy Asset Managers LLC 0.32% Add +0.8% 4,980 $2.0M
ARS Investment Partners, LLC 0.12% No change 4,979 $2.0M
D L Carlson Investment Group Inc. 0.33% Reduce -1.1% 4,959 $2.0M
DeDora Capital, Inc. 0.46% Reduce -0.7% 4,942 $2.0M
Huntleigh Advisors, Inc. 0.33% Add +19.4% 4,926 $2.0M
NorthRock Partners, LLC 0.03% Add +11.5% 4,915 $1.9M
Tactive Advisors, LLC 0.57% Add +7.7% 4,912 $1.9M
Holowesko Partners Ltd. 0.68% No change 4,900 $1.9M
Guardian Partners Inc. 0.16% Add +640.1% 4,278 $1.9M
Cascade Financial Partners, LLC 0.20% Reduce -3.0% 4,898 $1.9M
Virtue Capital Management, LLC 0.30% Add +42.1% 4,870 $1.9M
Inspire Advisors, LLC 0.18% Add +4.4% 4,887 $1.9M
Johnson Bixby & Associates, LLC 0.24% Add +7.3% 4,883 $1.9M
Norman Fields, Gottscho Capital Management, LLC 0.62% Reduce -0.2% 4,876 $1.9M
Thompson David Blair 1.10% — 4,868 $1.9M
Guilbault Capital LLC 2.16% — 4,866 $1.9M
Fund Advisors of America Inc 1.77% — 4,862 $1.9M
GM Advisory Group, LLC 0.08% Add +6.7% 4,852 $1.9M
Tradewinds, LLC. 0.46% Reduce -21.9% 4,838 $1.9M
Grandview Asset Management LLC 0.52% Add +1.5% 4,822 $1.9M
Summa Corp. 0.82% No change 4,809 $1.9M
Seeds Investor LLC 0.36% Add +222.4% 4,804 $1.9M
Terra Nova Asset Management LLC 1.25% No change 4,800 $1.9M
WealthTrust Asset Management, LLC 1.33% Reduce -5.0% 4,797 $1.9M
Cozad Asset Management Inc. 0.15% Reduce -12.6% 4,773 $1.9M
Carret Asset Management, LLC 0.18% Add +3.7% 4,772 $1.9M
Hudson Capital Management LLC 0.49% Reduce -4.3% 4,772 $1.9M
Helium Advisors LLC 1.90% Reduce -33.5% 4,741 $1.9M
Sunbelt Securities, Inc. 0.13% Add +0.6% 4,736 $1.9M
Byrne Asset Management LLC 1.05% Add +21.9% 4,731 $1.9M
Mezzasalma Advisors, LLC 0.45% Reduce -19.1% 4,699 $1.9M
Summit Financial Wealth Advisors, LLC 0.27% Reduce -4.8% 4,720 $1.9M
Chicago Wealth Management, Inc. 0.75% New 4,703 $1.9M
Interchange Capital Partners, LLC 0.35% No change 4,703 $1.9M
Advisors Capital Management, LLC 0.02% Add +11.2% 4,700 $1.9M
Crumly & Associates Inc. 0.39% Add +7.7% 4,690 $1.9M
Finer Wealth Management, Inc. 0.90% Add +30.6% 4,687 $1.9M
Signature Estate & Investment Advisors LLC 0.04% Reduce -5.0% 4,681 $1.9M
Ellis Investment Partners, LLC 0.32% Add +389.0% 4,641 $1.8M
Capstone Wealth Management Group LLC 1.11% Reduce -0.2% 4,634 $1.8M
WealthPlan Investment Management, LLC 0.12% Reduce -5.4% 4,585 $1.8M
Pandora Wealth, Inc. 1.10% No change 4,575 $1.8M
Principal Financial Group Inc. 0.00% No change 4,552 $1.8M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.45% Reduce -55.6% 4,550 $1.8M
Private Client Services, LLC 0.56% Reduce -0.0% 4,540 $1.8M
Brighton Securities Corp. 0.89% Add +25.2% 4,538 $1.8M
Cedarwood Wealth LLC 2.00% — 3,870 $1.8M
Triad Wealth Partners, LLC 0.17% Reduce -1.1% 4,513 $1.8M
Cibc World Markets Corp. 0.01% — 4,500 $1.8M
Pinnacle Wealth Planning Services, Inc. 0.18% Add +1.5% 4,470 $1.8M
Winthrop Advisory Group LLC 0.15% Add +100.5% 4,468 $1.8M
Winthrop Capital Management, LLC 0.41% Add +14.4% 4,464 $1.8M
Two Sigma Securities, LLC 0.24% New 4,455 $1.8M
Zinnia Wealth Advisory, LLC 1.91% — 4,454 $1.8M
BNP Paribas 0.05% Add +1.6% 4,451 $1.8M
Wedgewood Investors Inc. 2.01% Reduce -2.2% 4,450 $1.8M
Principle Wealth Partners LLC 0.10% Add +1.4% 4,441 $1.8M
High Net Worth Advisory Group LLC 0.41% No change 4,438 $1.8M
Arcus Capital Partners, LLC 0.63% Reduce -0.2% 4,437 $1.8M
Fidelis Wealth Advisors LLC 2.55% — 4,432 $1.8M
Lexington Hill Partners, LLC 1.32% — 4,421 $1.8M
Creative Financial Designs Inc. 0.11% Add +13.9% 4,417 $1.8M
Community Bank, N.A. 0.21% Add +1.7% 4,399 $1.7M
Vantage Financial Partners, LLC 0.35% Add +0.4% 4,395 $1.7M
Nilsine Partners, LLC 0.15% Reduce -0.8% 4,390 $1.7M
Summit Wealth Partners, LLC 0.32% Add +32.9% 4,383 $1.7M
Financial Management Professionals, Inc. 0.18% Reduce -4.7% 4,382 $1.7M
Navellier & Associates Inc. 0.19% Add +36.7% 4,380 $1.7M
Sweeney & Michel, LLC 0.51% Add +0.7% 3,708 $1.7M
Houlihan Financial Resource Group, Ltd. 0.67% Add +149.6% 4,205 $1.7M
First United Bank & Trust 0.55% Add +96.7% 4,353 $1.7M
First Heartland Consultants, Inc. 0.13% Add +6.3% 4,323 $1.7M
PDS Planning, Inc 0.11% Reduce -10.9% 4,318 $1.7M
Bartlett & Co. Wealth Management LLC 0.02% Reduce -4.6% 4,315 $1.7M
Jamison Private Wealth Management, Inc. 0.21% No change 4,301 $1.7M
James Investment Research, Inc. 0.19% Reduce -5.6% 4,298 $1.7M
Harrington Investments, INC 0.85% Reduce -3.8% 4,286 $1.7M
Saxony Capital Management, LLC 1.04% Reduce -4.7% 4,282 $1.7M
Canal Capital Management, LLC 0.24% Add +6.5% 4,279 $1.7M
Values First Advisors, Inc. 0.88% New 4,279 $1.7M
Shearwater Capital LLC 0.97% Reduce -0.7% 4,278 $1.7M
Insight Wealth Partners, LLC 0.70% Add +1.4% 4,268 $1.7M
Busey Bank 0.04% Add +1.7% 4,264 $1.7M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -5.6% 4,254 $1.7M
Hodges Capital Management Inc. 0.14% Add +2.3% 4,240 $1.7M
American Capital Advisory, LLC 0.73% Reduce -4.8% 4,239 $1.7M
Lombard Odier Asset Management (USA) Corp 0.90% New 4,234 $1.7M
First City Capital Management, Inc. 0.89% Reduce -1.7% 4,234 $1.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Add +100.9% 4,233 $1.7M
Whalerock Point Partners, LLC 0.33% Add +1.2% 4,220 $1.7M
CrossGen Wealth, LLC 1.47% — 4,208 $1.7M
Innealta Capital, LLC 0.90% Add +4.3% 4,202 $1.7M
Hengehold Capital Management LLC 0.14% Reduce -1.9% 4,189 $1.7M
Venture Visionary Partners LLC 0.05% Reduce -2.8% 4,188 $1.7M
Pallas Capital Advisors LLC 0.05% Add +18.9% 4,176 $1.7M
Romano Brothers and Company 0.19% Add +0.3% 4,169 $1.7M
Rik Saylor Financial, Inc. 1.21% Add +5.9% 4,163 $1.6M
Investment House LLC 0.08% New 4,150 $1.6M
Appleton Partners Inc. 0.11% Add +16.6% 4,141 $1.6M
Upper Left Wealth Management, LLC 1.00% Reduce -10.5% 4,127 $1.6M
Darden Wealth Group Inc 0.79% Add +13.7% 4,123 $1.6M
International Private Wealth Advisors LLC 1.03% Reduce -2.8% 4,112 $1.6M
Berger Financial Group, Inc 0.09% Add +7.1% 4,071 $1.6M
Fsa Wealth Partners, Inc. 0.58% Add +30.2% 4,069 $1.6M
CX Institutional 0.05% Add +5.1% 4,065 $1.6M
Activest Wealth Management 0.30% Add +0.0% 4,055 $1.6M
Waldron Private Wealth LLC 0.06% Add +0.0% 4,050 $1.6M
Advisor OS, LLC 0.13% Add +8.4% 4,022 $1.6M
Daytona Street Capital LLC 1.24% — 4,021 $1.6M
Fragasso Financial Advisors Inc 0.10% Add +0.1% 4,021 $1.6M
Forte Asset Management LLC 0.72% Reduce -11.9% 4,020 $1.6M
WealthPLAN Partners, LLC 0.24% Add +51.7% 4,020 $1.6M
Wingate Wealth Advisors, Inc. 0.89% Add +3.6% 4,017 $1.6M
MFA Wealth Services 1.08% Add +1.7% 4,016 $1.6M
Tempus Wealth Planning, LLC 0.36% Add +10.8% 4,014 $1.6M
Medici Capital LLC 1.74% No change 4,000 $1.6M
Kelleher Financial Advisors 0.37% Reduce -7.5% 3,999 $1.6M
Journey Strategic Wealth LLC 0.04% Reduce -16.5% 3,991 $1.6M
Financial Partners Group, Inc 0.18% Reduce -0.8% 3,551 $1.6M
Hilltop National Bank 0.38% Add +0.3% 3,981 $1.6M
Gibbs Wealth Management 0.38% Add +6.8% 3,806 $1.6M
Nicholson Wealth Management Group, LLC 0.92% Add +4.1% 3,976 $1.6M
Smith Shellnut Wilson LLC 0.60% Reduce -3.3% 3,972 $1.6M
Blue Bell Private Wealth Management, LLC 0.23% Add +5.0% 3,959 $1.6M
Spinnaker Trust 0.08% Reduce -1.0% 3,959 $1.6M
United Advisor Group, LLC 0.20% Reduce -2.2% 3,949 $1.6M
Columbia Asset Management 0.28% No change 3,934 $1.6M
Pursuit Wealth Management LLC 1.34% — 3,930 $1.6M
Simplicity Wealth,LLC 0.09% Reduce -57.1% 3,918 $1.6M
Hardin Capital Partners, LLC 0.73% Reduce -3.4% 3,904 $1.5M
Pacific Sage Partners, LLC 0.25% Reduce -0.4% 3,904 $1.5M
First National Bank of Omaha 0.05% New 3,876 $1.5M
Arbor Wealth Management LLC\AZ 1.20% — 3,901 $1.5M
CMT Capital Markets Trading GmbH 1.02% Reduce -84.8% 3,900 $1.5M
Legacy Financial Advisors, Inc. 0.21% Add +2.8% 3,891 $1.5M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -67.3% 3,883 $1.5M
Sprott Inc. 0.06% Reduce -3.2% 3,877 $1.5M
Giverny Capital 0.05% No change 3,876 $1.5M
CCG Wealth Management, LLC 0.66% Reduce -43.6% 3,860 $1.5M
Beaird Harris Wealth Management, LLC 0.10% Add +18.3% 3,843 $1.5M
Paragon Private Wealth Management, LLC 0.47% Reduce -3.3% 3,837 $1.5M
Schmidt P J Investment Management Inc. 0.25% Reduce -0.1% 3,834 $1.5M
Wimmer Associates 1, LLC 0.70% Add +5.0% 3,811 $1.5M
Glenview Trust Co 0.02% Add +1.8% 3,810 $1.5M
Quaker Wealth Management, LLC 0.48% Add +6.5% 3,791 $1.5M
WASHINGTON TRUST Co 0.05% No change 3,776 $1.5M
SYM FINANCIAL Corp 0.15% Add +4.1% 3,775 $1.5M
Towne Trust Company, N.A 0.47% Add +36.3% 3,759 $1.5M
Benson Wealth Management INC 1.66% — 3,756 $1.5M
Cascades Capital Asset Management, LLC 0.63% Add +63.7% 3,749 $1.5M
Astoria Portfolio Advisors LLC. 0.34% Reduce -1.5% 3,083 $1.5M
Chemistry Wealth Management LLC 0.28% No change 3,744 $1.5M
Fifth Third Wealth Advisors LLC 0.05% Reduce -9.7% 3,738 $1.5M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Add +42.2% 3,735 $1.5M
MBA Advisors LLC 0.60% Add +2.3% 3,733 $1.5M
Legacy Solutions, LLC 1.30% Add +0.4% 3,728 $1.5M
Fairfield, Bush & Co. 0.78% Add +2.3% 3,721 $1.5M
Retirement Income Solutions, Inc. 0.25% Reduce -15.6% 3,715 $1.5M
HHM Wealth Advisors, LLC 0.17% No change 3,711 $1.5M
Farmers & Merchants Investments Inc. 0.04% Reduce -9.5% 3,711 $1.5M
Institute for Wealth Management, LLC. 0.16% Reduce -0.2% 3,708 $1.5M
Finivi Inc. 0.84% Add +2.2% 3,685 $1.5M
Flagstar Securities, Inc. 0.49% Reduce -53.2% 3,682 $1.5M
Oceanside Advisors LLC 0.88% No change 3,670 $1.5M
Pinnacle Bancorp, Inc. 0.43% Reduce -0.2% 3,669 $1.5M
First Bancorp, Inc 0.77% Add +34.0% 3,665 $1.5M
BSW Wealth Partners 0.17% Add +2.0% 3,646 $1.4M
Mainsail Asset Management, LLC 0.62% Add +3.2% 3,643 $1.4M
Horizon Kinetics Asset Management LLC 0.02% Reduce -2.7% 3,643 $1.4M
Corsair Capital Management, L.P. 0.24% Add +0.0% 3,640 $1.4M
First Trust Advisors LP 0.00% Reduce -1.9% 3,630 $1.4M
N.E.W. Advisory Services LLC 0.11% Add +19.6% 3,627 $1.4M
Calamos Wealth Management LLC 0.05% Add +14.5% 3,619 $1.4M
Viawealth, LLC 0.81% Reduce -16.4% 3,613 $1.4M
Stonehaven Wealth & Tax Solutions, LLC 1.28% Reduce -16.1% 3,608 $1.4M
Hohimer Wealth Management, LLC 0.19% Add +40.2% 3,604 $1.4M
Access Financial Services, Inc. 0.52% Reduce -9.1% 3,652 $1.4M
Chico Wealth RIA 0.93% No change 3,600 $1.4M
Venturi Wealth Management, LLC 0.06% Reduce -20.4% 3,599 $1.4M
Kanawha Capital Management LLC 0.10% Reduce -8.3% 3,592 $1.4M
Foguth Wealth Management, LLC. 0.22% — 3,574 $1.4M
ZWJ Investment Counsel Inc. 0.05% Add +8.1% 3,581 $1.4M
Sax Wealth Advisors, LLC 0.07% Reduce -0.9% 3,575 $1.4M
KFA Private Wealth Group, LLC 0.34% Add +0.8% 3,574 $1.4M
Wolverine Asset Management LLC 0.08% No change 3,570 $1.4M
PYA Waltman Capital, LLC 0.38% No change 3,570 $1.4M
Black Diamond Financial, LLC 0.15% Add +2.6% 3,567 $1.4M
First Foundation Advisors 0.05% Add +8.4% 3,564 $1.4M
Diversified Enterprises, LLC 0.08% Add +8.1% 3,563 $1.4M
Hurley Capital, LLC 0.79% Add +1.0% 3,562 $1.4M
Tsfg, LLC 0.21% Add +0.6% 3,546 $1.4M
Zuckerman Investment Group, LLC 0.13% Add +463.0% 3,541 $1.4M
Oder Investment Management, LLC 1.01% Reduce -5.0% 3,535 $1.4M
Rossby Financial, LCC 0.44% No change 3,531 $1.4M
Westshore Wealth, LLC 0.46% Reduce -0.4% 3,530 $1.4M
FSM Wealth Advisors, LLC 0.19% Reduce -2.1% 3,523 $1.4M
Gen-Wealth Partners Inc 0.45% Reduce -2.9% 3,520 $1.4M
Sulzberger Capital Advisors, Inc. 1.41% Add +249.0% 3,514 $1.4M
Wealth Alliance Advisory Group, LLC 0.24% Add +82.8% 3,505 $1.4M
Adkins Seale Capital Management LLC 1.37% — 3,502 $1.4M
626 Financial, LLC 0.60% Reduce -10.5% 3,502 $1.4M
Burns J W & Co. Inc. 0.15% Add +0.7% 3,500 $1.4M
BLB&B Advisors, LLC 0.06% Reduce -5.0% 3,500 $1.4M
Vision Retirement, LLC 0.37% — 3,492 $1.4M
Fortress Financial Solutions, LLC 1.42% Reduce -3.0% 3,492 $1.4M
Guardian Wealth Advisors, LLC / NC 0.09% Add +5.5% 3,475 $1.4M
Fortune Financial Group, Inc. 1.35% — 2,843 $1.4M
Alta Wealth Advisors LLC 0.46% Reduce -14.7% 3,463 $1.4M
Ehrenkranz Partners L.P. 1.55% No change 3,455 $1.4M
First American Trust, FSB 0.09% Add +1.3% 3,452 $1.4M
CIBC Asset Management Inc 0.00% Add +17.6% 3,442 $1.4M
Visionary Horizons, LLC 0.71% Reduce -0.9% 3,440 $1.4M
Dearborn Partners LLC 0.07% No change 3,440 $1.4M
Entrewealth, LLC 0.61% Reduce -0.6% 2,992 $1.4M
August Group Capital Ltd 1.51% — 3,423 $1.4M
Reynders McVeigh Capital Management, LLC 0.06% No change 3,418 $1.4M
Waterloo Capital, L.P. 0.10% Reduce -25.0% 3,391 $1.3M
Azzad Asset Management Inc. 0.13% Add +18.8% 3,375 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.57% Reduce -0.4% 3,370 $1.3M
Bluespring Wealth Management, LLC 0.11% Reduce -1.5% 3,360 $1.3M
Troutman Wealth Management, LLC 1.10% — 3,359 $1.3M
Diversify Wealth Management, LLC 0.06% Add +0.2% 3,151 $1.3M
Sentinel Pension Advisors, LLC 0.20% Add +0.0% 3,350 $1.3M
Deltec Asset Management LLC 0.22% New 3,350 $1.3M
Connective Capital Management, LLC 0.78% New 3,346 $1.3M
Buck Wealth Strategies, LLC 0.17% Reduce -12.6% 3,345 $1.3M
Bank of Hawaii 0.07% Add +10.1% 3,344 $1.3M
Orgel Wealth Management, LLC 0.03% No change 3,341 $1.3M
Alvarez & Marsal Private Wealth Partners, LLC 0.25% — 3,335 $1.3M
Compagnie Lombard Odier SCmA 0.01% Add +2461.5% 3,330 $1.3M
Clark Wealth Partners 0.80% No change 3,324 $1.3M
Oxford Financial Group, LTD. LLC 0.07% Add +0.1% 3,316 $1.3M
Lodestone Wealth Management LLC 0.53% Reduce -0.8% 3,314 $1.3M
Legacy Capital Wealth Partners, LLC 0.28% Add +0.1% 3,313 $1.3M
Gryphon Financial Partners LLC 0.14% Add +448.8% 3,309 $1.3M
Quadrant Capital Group LLC 0.04% Add +41.3% 3,309 $1.3M
Intesa Sanpaolo Wealth Management 0.27% — 3,300 $1.3M
Pacific Point Advisors, LLC 0.70% Reduce -52.5% 3,302 $1.3M
Wolff Wiese Magana LLC 0.72% Reduce -0.6% 3,297 $1.3M
Regatta Capital Group, LLC 0.20% Reduce -6.4% 3,293 $1.3M
Winmill & Co. Inc. 0.35% Reduce -5.0% 3,290 $1.3M
Roger Wittlin Investment Advisory, LLC 0.91% Reduce -8.1% 3,289 $1.3M
Capital Advisors, Ltd. LLC 0.15% Add +4.3% 3,288 $1.3M
RKL Wealth Management LLC 0.11% Reduce -4.0% 3,275 $1.3M
Embree Financial Group 0.16% Reduce -0.4% 3,270 $1.3M
Total Wealth Planning & Management, Inc. 1.03% — 3,262 $1.3M
Stelac Advisory Services LLC 0.46% Add +62.8% 3,255 $1.3M
BridgePort Financial Solutions, LLC 0.35% Add +9.5% 3,255 $1.3M
Camden National Bank 0.18% Reduce -7.8% 3,239 $1.3M
RMR Capital Management, LLC 0.92% No change 3,231 $1.3M
Claro Advisors Inc. 0.17% Add +24.6% 3,230 $1.3M
Jmac Enterprises LLC 0.24% Reduce -21.8% 3,229 $1.3M
WESPAC Advisors, LLC 0.69% Add +35.7% 3,217 $1.3M
GW Henssler & Associates Ltd. 0.06% Reduce -0.7% 3,214 $1.3M
Global View Capital Management LLC 0.24% Reduce -1.1% 3,203 $1.3M
MSH Capital Advisors LLC 0.27% Add +4.7% 3,200 $1.3M
WESCAP Management Group, Inc. 0.26% Reduce -1.9% 3,199 $1.3M
Amara Financial, Llc. 0.88% No change 3,197 $1.3M
Cardinal Point Capital Management ULC 0.08% Add +18.5% 3,197 $1.3M
Beacon Capital Management, LLC 0.20% Add +48.6% 3,193 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -82.6% 3,191 $1.3M
Investment Advisory Group, LLC 0.32% Reduce -1.1% 3,186 $1.3M
Tradition Wealth Management, LLC 0.09% Add +23.6% 3,172 $1.3M
Atwater Malick LLC 0.35% No change 3,164 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.39% Reduce -22.8% 3,162 $1.3M
Pines Wealth Management, LLC 0.41% No change 3,162 $1.3M
NTV Asset Management LLC 0.13% Reduce -0.6% 3,158 $1.3M
Hazlett, Burt & Watson, Inc. 0.40% Add +36.1% 3,145 $1.2M
Bensler, LLC 0.13% Add +13.4% 3,150 $1.2M
Smart Portfolios, LLC 1.24% Reduce -14.0% 3,140 $1.2M
Ameliora Wealth Management Ltd. 0.38% Add +17.0% 3,135 $1.2M
Mechanics Bank Trust Department 0.16% Reduce -6.0% 3,134 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Add +3.3% 3,129 $1.2M
Mayfair Advisory Group, LLC 0.48% Reduce -0.5% 3,113 $1.2M
Clay Northam Wealth Management, LLC 0.69% Add +6.5% 3,128 $1.2M
Wealth Advisors of Iowa, LLC 0.41% Add +24.9% 3,128 $1.2M
Cornerstone Planning Group LLC 0.19% Add +154.9% 2,503 $1.2M
Vericrest Private Wealth 1.10% — 3,120 $1.2M
RB Capital Management, LLC 0.26% Add +57.1% 3,112 $1.2M
Valley Financial Group, Inc. 0.69% Reduce -25.3% 3,109 $1.2M
Patriot Financial Group Insurance Agency, LLC 0.15% Add +26.9% 3,108 $1.2M
Flaharty Asset Management, LLC 0.15% Add +52.4% 3,091 $1.2M
Cauble & Harre Wealth Management, Inc. 1.02% — 3,085 $1.2M
Pettyjohn, Wood & White, Inc. 0.19% No change 3,085 $1.2M
American Trust 0.10% Reduce -8.8% 3,084 $1.2M
Caerus Investment Advisors, LLC 0.41% Add +12.7% 3,079 $1.2M
Hudock, Inc. 0.18% Reduce -0.8% 3,074 $1.2M
Sage Private Wealth Group, LLC 0.65% No change 3,070 $1.2M
Persistent Asset Partners Ltd 0.58% New 3,068 $1.2M
Mirador Capital Partners LP 0.17% Reduce -30.6% 3,068 $1.2M
Vertex Planning Partners, LLC 0.28% No change 3,066 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3,061 $1.2M
Members Trust Co 0.04% No change 3,057 $1.2M
Advisory Alpha, LLC 0.03% Add +12.0% 3,055 $1.2M
Driehaus Capital Management LLC 0.01% Reduce -6.1% 3,049 $1.2M
Breakwater Investment Management 0.43% Add +2.6% 3,031 $1.2M
Capital Insight Partners, LLC 0.25% Add +8.7% 3,031 $1.2M
Titiun Yejiel 1.48% — 3,030 $1.2M
Azimuth Capital Investment Management LLC 0.04% Add +0.3% 3,025 $1.2M
Invst, LLC 0.13% Add +3.9% 3,024 $1.2M
Evolve Private Wealth, LLC 0.07% — 3,023 $1.2M
Gratus Wealth Advisors, LLC 0.17% No change 3,020 $1.2M
DiPaolo Financial Group, Inc. 1.27% — 3,018 $1.2M
SkyOak Wealth, LLC 0.22% Reduce -1.6% 3,017 $1.2M
Allen Capital Group, LLC 0.11% Add +14.0% 3,015 $1.2M
J Hagan Capital, Inc. 0.66% Reduce -82.8% 3,013 $1.2M
Midwest Financial Network, LLC 0.92% Add +148.2% 3,011 $1.2M
Pacific Center for Financial Services 0.30% No change 3,356 $1.2M
Destiny Capital Corp 0.61% Reduce -4.8% 3,009 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -24.4% 3,001 $1.2M
Wilmar Advisors LLC 0.93% No change 3,000 $1.2M
IvyRock Asset Management (HK) Ltd 0.63% No change 3,000 $1.2M
Ulysses Management LLC 0.31% Reduce -64.7% 3,000 $1.2M
Timber Creek Capital Management LLC 0.28% No change 3,000 $1.2M
Sage Mountain Advisors LLC 0.06% Add +20.1% 2,994 $1.2M
Crux Wealth Advisors 0.44% Add +10.3% 2,991 $1.2M
Capital Advisors Wealth Management, LLC 0.16% Add +10.5% 2,982 $1.2M
Smartleaf Asset Management LLC 0.04% Add +64.4% 2,952 $1.2M
QP Wealth Management, LLC 1.04% — 2,970 $1.2M
GGM Financial LLC 0.57% Reduce -4.0% 2,970 $1.2M
Alliance Wealth Advisors, LLC 0.25% Reduce -13.1% 2,966 $1.2M
Lanham O'Dell & Company, Inc. 0.34% Reduce -25.5% 2,957 $1.2M
Wilkinson Global Asset Management LLC 0.08% Add +2.0% 2,948 $1.2M
Henrickson Nauta Wealth Advisors, Inc. 0.17% Add +38.9% 2,826 $1.2M
HBW Advisory Services LLC 0.13% Reduce -55.3% 2,946 $1.2M
Providence First Trust Co 0.40% New 2,944 $1.2M
Torrey-Payne Wealth Management, LLC 1.04% — 2,509 $1.2M
Luts & Greenleigh Group, Inc. 0.99% Add +7.1% 2,936 $1.2M
First Commonwealth Financial Corp 0.19% No change 2,932 $1.2M
Octavia Wealth Advisors, LLC 0.11% Reduce -17.0% 2,930 $1.2M
One Charles Private Wealth Services, LLC 0.30% No change 2,925 $1.2M
Commonwealth Financial Services, LLC 0.19% Add +2.7% 2,925 $1.2M
A. D. Beadell Investment Counsel, Inc. 0.75% Reduce -3.3% 2,927 $1.2M
Accelerate Investment Advisors LLC 0.78% No change 2,923 $1.2M
Murphy, Middleton, Hinkle & Parker, Inc. 0.56% New 8,066 $1.2M
Reliant Investment Partners, LLC 0.91% Add +2.0% 2,916 $1.2M
Beaumont Financial Advisors, LLC 0.08% Reduce -17.1% 2,902 $1.2M
JB Capital LLC 0.05% Add +7.2% 2,901 $1.1M
Jacobsen Capital Management 0.38% No change 2,898 $1.1M
King Wealth Management Group 0.14% Add +92.7% 2,896 $1.1M
Columbus Macro, LLC 0.13% Reduce -11.7% 2,892 $1.1M
WT Wealth Management 0.33% Reduce -0.6% 2,890 $1.1M
Lumbard & Kellner, LLC 0.40% Add +0.3% 2,889 $1.1M
NerdWallet Wealth Partners, LLC 0.51% Reduce -0.8% 2,883 $1.1M
Wedmont Private Capital 0.04% Add +45.2% 2,790 $1.1M
Cambridge Advisors Inc. 0.22% Add +0.0% 2,878 $1.1M
M. Kraus & Co 0.32% No change 2,865 $1.1M
Rosenberg Matthew Hamilton 0.23% No change 2,863 $1.1M
Cornerstone Wealth Group, LLC 0.08% Add +34.4% 2,847 $1.1M
55 North Private Wealth, LLC 0.30% — 2,845 $1.1M
Fiduciary Alliance LLC 0.07% Add +5.3% 2,845 $1.1M
Bucket List Wealth Management, LLC 0.67% — 2,843 $1.1M
Rothschild Investment LLC 0.06% Add +17.6% 2,843 $1.1M
United Bank 0.38% No change 2,841 $1.1M
MADDEN SECURITIES Corp 0.34% Add +3.5% 2,837 $1.1M
Breachway Investments LLC 1.18% — 2,833 $1.1M
Marino, Stram & Associates LLC 0.20% Reduce -1.9% 2,832 $1.1M
Independence Financial Advisors, LLC 0.31% No change 2,828 $1.1M
Thomasville National Bank 0.07% Add +16.7% 2,827 $1.1M
Lam Group, Inc. 0.64% Add +0.2% 2,825 $1.1M
Heritage Investors Management Corp. 0.03% Reduce -5.3% 2,823 $1.1M
Tolleson Wealth Management, Inc. 0.16% Reduce -41.4% 2,821 $1.1M
Legacy Capital Group California, Inc. 0.27% Add +1.0% 2,814 $1.1M
Petix & Botte Co 0.25% No change 2,812 $1.1M
SouthState Bank Corp 0.05% Reduce -11.2% 2,809 $1.1M
Swisher Financial Concepts, Inc. 0.63% Add +0.1% 2,808 $1.1M
DBK Financial Counsel, LLC 0.85% Add +4.5% 2,807 $1.1M
Running Point Capital Advisors, LLC 0.30% Reduce -13.3% 2,805 $1.1M
Hartford Financial Management Inc. 0.29% No change 2,805 $1.1M
Granite FO LLC 0.59% No change 2,800 $1.1M
Hillcrest Wealth Advisors - NY, LLC 0.48% No change 2,800 $1.1M
Xcel Wealth Management, LLC 0.29% No change 2,800 $1.1M
Archer Investment Corp 0.25% Reduce -4.9% 2,790 $1.1M
Hansen & Associates Financial Group, Inc. 0.60% Add +20.3% 2,387 $1.1M
Cambridge Financial Group, LLC 0.38% Reduce -3.3% 3,073 $1.1M
BostonPremier Wealth LLC 0.56% Reduce -13.5% 2,774 $1.1M
Fort Point Capital Partners LLC 0.13% Add +10.9% 2,584 $1.1M
ORG Partners LLC 0.20% Reduce -6.8% 2,759 $1.1M
LGL Partners, LLC 0.46% No change 2,748 $1.1M
Cresta Advisors, Ltd. 0.46% No change 2,746 $1.1M
Tranquilli Financial Advisor LLC 0.63% Reduce -16.8% 2,742 $1.1M
Atalanta Sosnoff Capital, LLC 0.02% Reduce -25.2% 2,742 $1.1M
Hyperion Capital Advisors LP 0.53% No change 2,738 $1.1M
Kohmann Bosshard Financial Services, LLC 0.10% No change 2,734 $1.1M
MN Wealth Advisors, LLC 0.55% Add +1.7% 2,729 $1.1M
Tidemark, LLC 0.31% Reduce -0.4% 2,723 $1.1M
Piedmont Capital Management, LLC 0.55% Reduce -4.7% 2,715 $1.1M
Oath Planning, LLC 1.06% — 2,706 $1.1M
NFSG Corp 0.17% Add +52.0% 2,702 $1.1M
Single Point Partners, LLC 0.21% No change 2,700 $1.1M
TCI Wealth Advisors, Inc. 0.06% Add +31.6% 2,699 $1.1M
United Financial Planning Group LLC 0.65% Add +7.7% 2,694 $1.1M
TCFG Wealth Management, LLC 0.42% Reduce -5.9% 2,694 $1.1M
Aspiriant, LLC 0.03% Add +1.7% 2,693 $1.1M
Howe & Rusling Inc. 0.07% Reduce -2.2% 2,684 $1.1M
Heritage Investment Group, Inc. 0.16% No change 2,681 $1.1M
Telos Capital Management, Inc. 0.10% Reduce -7.2% 2,654 $1.1M
Trifecta Capital Advisors, LLC 0.16% Reduce -3.6% 2,652 $1.1M
Garden State Investment Advisory Services LLC 0.25% Add +2.4% 2,652 $1.1M
Steel Grove Capital Advisors, LLC 0.11% Add +27.4% 2,652 $1.1M
Nalls Sherbakoff Group, LLC 0.76% No change 2,649 $1.0M
Dunhill Financial, LLC 0.33% Reduce -7.7% 2,648 $1.0M
Palisade Capital Management, LP 0.03% Add +1.3% 2,643 $1.0M
Lazari Capital Management, Inc. 0.35% Reduce -1.9% 2,643 $1.0M
Thompson Davis & Co., Inc. 0.63% Reduce -0.3% 2,640 $1.0M
Miramar Capital, LLC 0.23% No change 2,640 $1.0M
Richmond Investment Services, LLC 0.18% Add +3.1% 2,632 $1.0M
Global Financial Private Client, LLC 0.37% Add +0.4% 2,631 $1.0M
Stirlingshire Investments, Inc. 0.92% — 2,624 $1.0M
Outlook Wealth Advisors, LLC 0.24% Add +19.3% 2,623 $1.0M
Cooper Financial Group 0.11% Add +2.5% 2,622 $1.0M
Stamos Capital Partners, L.P. 0.17% Add +8.3% 2,617 $1.0M
Greenleaf Trust 0.01% Reduce -2.3% 2,612 $1.0M
ZEGA Investments, LLC 0.20% New 2,611 $1.0M
Indiana Trust & Investment Management Co 0.30% Add +95.6% 2,609 $1.0M
KMG Fiduciary Partners, LLC 0.07% Reduce -26.8% 2,609 $1.0M
Integrity Financial Corp 0.52% Reduce -3.0% 2,607 $1.0M
Kirtland Hills Capital Management, LLC 0.36% New 2,603 $1.0M
Welch & Forbes LLC 0.01% Reduce -9.7% 2,602 $1.0M
Cypress Capital Group 0.12% Add +15.0% 2,598 $1.0M
Clark Asset Management, LLC 0.11% Reduce -7.7% 2,592 $1.0M
QVR LLC 0.72% Add +607.9% 2,591 $1.0M
SageView Advisory Group, LLC 0.03% Reduce -34.0% 2,588 $1.0M
Maripau Wealth Management LLC 0.47% Add +4.6% 2,580 $1.0M
Paragon Financial Partners, Inc. 0.63% No change 2,576 $1.0M
Morton Capital Management LLC 0.16% Add +1.3% 2,572 $1.0M
WealthSpring Partners, LLC 1.04% — 2,568 $1.0M
Archford Capital Strategies, LLC 0.12% No change 2,564 $1.0M
Wilkins Miller Wealth Management, LLC 0.60% Add +11.4% 2,556 $1.0M
Old Port Advisors 0.25% Reduce -14.1% 2,552 $1.0M
Orleans Capital Management Corp. 0.63% No change 2,550 $1.0M
SAM Advisors, LLC 0.32% No change 2,548 $1.0M
Boothbay Fund Management, LLC 0.03% Add +117.4% 2,544 $1.0M
Provenance Wealth Advisors, LLC 0.11% Add +10.8% 2,543 $1.0M
MBE Wealth Management, LLC 0.42% Add +4.3% 2,541 $1.0M
Sand Hill Global Advisors, LLC 0.04% Reduce -5.7% 2,537 $1.0M
Safe Harbor Fiduciary, LLC 0.89% — 2,530 $1.0M
JMG Financial Group, Ltd. 0.03% Add +15.3% 2,527 $1.0M
Legacy Wealth Managment, LLC 0.48% Reduce -27.8% 2,515 $997K
Alternative Investment Advisors, LLC. 0.43% Reduce -16.6% 2,514 $996K
Cutler Investment Counsel LLC 0.10% Reduce -5.8% 2,511 $995K
Forza Wealth Management, LLC 0.36% No change 2,510 $995K
Constant Guidance Financial LLC 0.70% Reduce -73.6% 2,508 $994K
Smith & Howard Wealth Management, LLC 0.23% No change 2,505 $993K
Linscomb Wealth, Inc. 0.04% Add +26.1% 2,501 $991K
WPWealth LLP 0.16% Reduce -23.7% 2,501 $991K
Fractal Investments LLC 0.14% No change 2,500 $991K
Fulton Breakefield Broenniman LLC 0.06% No change 2,498 $990K
Family Manage LLC 0.13% Reduce -1.0% 2,497 $990K
Alpha Cubed Investments, LLC 0.03% Add +4.2% 2,491 $987K
Penobscot Investment Management Company, Inc. 0.07% No change 2,483 $984K
Nemes Rush Group LLC 0.09% Add +2.6% 2,482 $984K
Beacon Investment Advisory Services, Inc. 0.04% Add +12.9% 2,480 $983K
Strategies Wealth Advisors, LLC 0.10% Reduce -11.4% 2,478 $982K
180 Wealth Advisors, LLC 0.11% Add +3.4% 2,476 $981K
Eagle Rock Investment Company, LLC 0.14% Add +16.6% 2,471 $979K
Tennessee Valley Asset Management Partners 0.13% Add +0.1% 2,467 $978K
Veltria Advisors Corp. 4.26% New 2,307 $977K
Vanguard Group Inc. 0.00% Add +1.0% 2,464 $977K
Pavion Blue Capital, LLC 0.41% No change 2,461 $975K
Tiaa Trust, National Association 0.00% Add +3.7% 2,458 $974K
ProVise Management Group, LLC 0.07% Reduce -6.3% 2,450 $971K
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.03% New 2,450 $971K
GPS Wealth Strategies Group, LLC 0.83% Reduce -43.0% 2,450 $971K
Meridian Wealth Partners, LLC 0.13% Reduce -4.3% 2,442 $968K
Tme Financial, Inc. 0.68% Add +0.3% 2,442 $968K
Patron Partners, LLC 0.43% Add +6.7% 2,442 $968K
Ameraudi Asset Management, Inc. 0.53% Reduce -35.2% 2,441 $967K
Frederick Financial Consultants, LLC 0.53% Reduce -1.6% 2,434 $965K
Ascentis Independent Advisors 0.16% Add +101.9% 2,433 $964K
City National Bank of Florida 0.63% Reduce -4.3% 2,430 $963K
Davis Investment Partners, LLC 0.34% No change 2,414 $961K
Wealthspan Partners, LLC 0.35% Reduce -3.7% 2,425 $961K
Strategic Advocates LLC 0.24% Add +1.9% 2,401 $958K
Darwin Wealth Management, LLC 0.30% No change 2,412 $956K
Southland Equity Partners LLC 0.19% Reduce -60.1% 2,408 $954K
M Wealth Management, LLC 0.83% Reduce -2.5% 2,405 $953K
Hopwood Nicholas Hunter 0.31% — 2,403 $952K
Manhattan West Asset Management, LLC 0.19% Add +24.4% 2,403 $952K
Dorsey & Whitney Trust CO LLC 0.05% Reduce -10.0% 2,403 $952K
Chesapeake Wealth Management 0.28% No change 2,403 $952K
Aviance Capital Partners, LLC 0.11% Reduce -4.0% 2,402 $952K
Successful Portfolios LLC 0.48% Add +13.3% 2,294 $951K
Indie Asset Partners, LLC 1.06% Reduce -5.9% 2,392 $948K
MTM Financial Group, LLC 0.45% Add +1.6% 2,392 $948K
Finward Bancorp 0.74% No change 2,390 $947K
Diversified Trust Co. 0.02% Add +23.8% 2,385 $945K
Auctus Advisors LLC 0.86% — 2,366 $938K
Occidental Asset Management, LLC 0.11% Add +18.9% 2,365 $937K
Alchemi Wealth, LLC 0.51% — 2,362 $936K
Plimoth Trust Co. LLC 0.21% Reduce -0.8% 2,361 $936K
Diesslin Group, Inc. 0.37% — 2,359 $935K
West Paces Advisors Inc. 0.18% Add +29.4% 2,358 $934K
OneAscent Wealth Management LLC 0.31% Reduce -0.1% 2,355 $933K
Channel Wealth LLC 0.24% Reduce -5.6% 2,354 $933K
Mather Group, Llc. 0.01% Add +7.9% 2,354 $933K
Apriem Advisors 0.09% Add +3.5% 2,351 $932K
Auxano Advisors, LLC 0.18% Reduce -0.3% 2,350 $931K
Robinswood Financial LLC 0.30% No change 2,348 $931K
jvl associates llc 0.30% Add +5.6% 2,344 $929K
Formidable Asset Management, LLC 0.13% No change 2,601 $925K
Wealthstar Advisors, LLC 0.50% Reduce -50.7% 2,329 $923K
Tobias Financial Advisors, Inc. 0.13% Add +28.6% 2,327 $922K
Legacy PCG, LLC 0.57% Reduce -26.5% 2,326 $922K
Heritage Trust Co 0.09% No change 2,324 $921K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +20.0% 2,324 $921K
Caldwell Trust Co 0.08% Add +6.7% 2,322 $920K
Fortis Advisors, LLC 0.50% Reduce -51.2% 2,313 $917K
Twin Lakes Capital Management, LLC 0.41% Reduce -3.4% 2,310 $915K
UMB Bank, n.a. 0.01% Add +37.2% 2,304 $913K
ProCore Advisors, LLC 0.93% — 2,300 $912K
Highview Capital Management LLC 0.32% No change 2,290 $908K
MidFirst Bank 0.07% — 2,290 $908K
Howard Financial Services, LTD. 0.11% Reduce -0.8% 2,287 $906K
Intellus Advisors LLC 0.12% Reduce -8.2% 2,285 $906K
Genesis Financial Group, LLC 0.53% — 2,283 $905K
Frontier Asset Management, LLC 0.21% Add +1.0% 2,283 $905K
Financial Sense Advisors, Inc. 0.19% Reduce -0.2% 2,281 $904K
Allegheny Financial Group 0.13% Reduce -1.1% 2,273 $901K
Winch Advisory Services, LLC 0.20% No change 2,273 $901K
Parkway Wealth Management Group, LLC 0.12% — 2,270 $900K
Crane Advisory, LLC 0.14% Reduce -1.9% 2,129 $899K
Colton Groome Financial Advisors, LLC 0.26% Add +13.1% 2,265 $898K
Jackson Hole Capital Partners, LLC 0.15% Reduce -1.2% 2,260 $896K
Ritter Daniher Financial Advisory LLC / DE 0.15% Add +3.4% 2,257 $894K
Capital Advantage, Inc. 0.12% No change 2,251 $892K
Oak Grove Capital LLC 0.18% Add +114.3% 2,250 $892K
Swan Global Investments, LLC 0.04% Add +9.8% 2,245 $890K
Cahaba Wealth Management, Inc. 0.06% Add +31.6% 2,244 $889K
Teachers Insurance & Annuity Association of America 1.04% Reduce -16.0% 2,232 $885K
Range Financial Group LLC 0.31% Reduce -3.9% 2,232 $885K
Turtle Creek Wealth Advisors, LLC 0.07% Reduce -32.7% 2,232 $885K
Mach-1 Financial Group, LLC 0.18% New 2,223 $881K
Chatham Capital Group, Inc. 0.13% Reduce -4.1% 2,219 $879K
Lesa Sroufe & Co 0.65% No change 2,215 $878K
Leigh Baldwin & Co., LLC 0.58% Reduce -53.0% 2,211 $876K
Bridgewealth Advisory Group, LLC 0.19% Add +0.1% 2,210 $876K
Meadowbrook Advisors Group, LLC 0.49% — 2,200 $872K
Joule Financial, LLC 0.26% Reduce -8.5% 2,199 $871K
Townsquare Capital LLC 0.20% Reduce -7.3% 2,199 $871K
Sunstone Asset Management, LP 1.40% — 2,190 $868K
Atlas Capital Advisors Inc. 0.10% — 2,190 $868K
Angeles Wealth Management, LLC 0.05% No change 2,183 $865K
Trustmark Bank Trust Department 0.05% Reduce -1.1% 2,180 $864K
Journey Retirement Planning & Investment Management LLC 0.18% — 2,178 $863K
Estate Planners Group, LLC 0.37% — 2,174 $862K
Post Resch Tallon Group Inc. 0.73% Reduce -3.8% 2,172 $861K
Annex Advisory Services, LLC 0.02% Reduce -1.1% 2,169 $860K
Mars Jewett Financial Group, Inc. 0.26% — 1,837 $859K
Retirement Management Systems Inc. 0.22% — 2,166 $858K
Vaughan David Investments LLC 0.02% Reduce -5.6% 2,161 $856K
Cornerstone Advisors Asset Management, LLC 0.14% Add +55.2% 2,157 $855K
MTM Investment Management, LLC 0.27% Reduce -11.1% 2,156 $854K
VestGen Investment Management 0.47% Add +23.2% 2,154 $854K
BlueSky Wealth Advisors, LLC 0.11% No change 2,148 $851K
Red Reef Advisors LLC 0.87% — 2,147 $851K
Iron Gate Global Advisors LLC 0.09% Add +5.7% 2,147 $851K
Private Management Group Inc. 0.02% No change 2,146 $850K
Bearing Point Capital, LLC 0.13% Add +0.4% 2,144 $850K
Chase Investment Counsel Corp. 0.24% No change 2,143 $849K
Albion Financial Group 0.05% No change 2,140 $848K
Arcataur Capital Management LLC 0.24% No change 2,135 $846K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Reduce -1.1% 2,135 $846K
Well Done, LLC 0.13% Reduce -1.2% 2,134 $846K
Wolff Financial Management LLC 0.19% No change 2,133 $845K
Forum Financial Management, LP 0.01% Add +0.3% 2,132 $845K
Grandfield & Dodd, LLC 0.05% Add +101.3% 2,240 $842K
Keudell/Morrison Wealth Management 0.18% — 2,122 $841K
Adirondack Trust Co. 0.28% Reduce -1.6% 2,118 $839K
LRI Investments, LLC 0.07% No change 2,115 $838K
Essex Bank 0.18% No change 2,115 $838K
Avenir Corp. 0.09% No change 2,114 $838K
One Day In July LLC 0.07% Add +4.1% 2,113 $837K
Holcombe Financial, Inc. 0.53% New 2,112 $837K
Davis R M Inc. 0.01% Add +15.3% 2,104 $834K
Corps Capital Advisors, LLC 0.86% Add +214.8% 2,103 $833K
Silvia McColl Wealth Management, LLC 0.55% No change 2,097 $831K
Transcendent Capital Group LLC 0.38% Reduce -6.5% 2,095 $830K
Farmers National Bank 0.19% Add +10.7% 2,095 $830K
Ledyard National Bank 0.07% Reduce -0.1% 2,094 $830K
Lafayette Investments, Inc. 0.16% Reduce -0.1% 2,091 $829K
Clearbridge Investments, LLC 0.00% Reduce -4.6% 2,091 $829K
Bourne Lent Asset Management Inc. 0.27% Reduce -12.2% 2,086 $827K
Alkeme Wealth, LLC 0.35% No change 2,082 $825K
Silver Grove Financial Group, Inc. 0.71% Add +6.7% 2,085 $823K
Rockingstone Advisors LLC 0.37% No change 2,070 $820K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.27% Add +14.3% 2,067 $819K
Drake & Associates, LLC 0.16% Reduce -13.3% 2,067 $819K
Hamilton Point Investment Advisors, LLC 0.12% Reduce -27.4% 2,067 $819K
III Capital Management 0.19% Add +333.1% 2,066 $819K
Financial Planning Hawaii, Inc. 0.47% — 2,063 $818K
Element Wealth, LLC 0.34% Add +6.6% 2,055 $815K
First Financial Bank - Trust Division 0.07% Reduce -0.1% 2,049 $812K
Coastline Trust Co 0.08% Add +21.2% 2,049 $812K
Wernau Asset Management Inc. 0.81% Add +1.0% 2,049 $812K
Quadrant Private Wealth Management, LLC 0.13% No change 2,048 $812K
Litman Gregory Wealth Management LLC 0.06% No change 2,042 $809K
Novus Advisors, LLC 1.81% Reduce -10.6% 2,042 $809K
L. Roy Papp & Associates, LLP 0.09% No change 2,038 $808K
GEM Asset Management, LLC 0.36% Add +58.5% 1,973 $807K
Calder Financial LLC 0.79% — 2,037 $807K
Burford Brothers, Inc. 0.33% Reduce -1.3% 2,037 $807K
Potentia Wealth 0.30% Reduce -0.7% 2,032 $805K
Tarbox Family Office, Inc. 0.13% Reduce -2.2% 2,029 $804K
CWS Financial Advisors, LLC 0.22% Reduce -14.9% 2,027 $803K
Chicago Capital, LLC 0.02% Add +33.7% 2,026 $803K
Rinkey Investments 0.20% Reduce -12.7% 2,022 $801K
Meritage Portfolio Management 0.05% Reduce -0.5% 2,020 $801K
AmeriServ Wealth Advisors 0.46% New 2,016 $799K
Manchester Financial Inc. 0.15% Add +8.4% 2,015 $799K
Founders Financial Alliance, LLC 0.15% Reduce -18.8% 2,004 $794K
25 LLC 0.25% New 2,003 $794K
Windsor Capital Management, LLC 0.23% Add +1.1% 2,003 $794K
Capstone Investment Advisors, LLC 0.01% Reduce -82.6% 2,001 $793K
Invesco Ltd. 0.00% Reduce -95.7% 2,000 $793K
Symmetry Partners, LLC 0.05% Add +10.7% 1,998 $792K
Spectrum Wealth Advisory Group, LLC 0.29% Add +22.6% 1,996 $791K
Van Cleef Asset Management,Inc 0.08% No change 1,993 $790K
Patriot Investment Management Group, Inc. 0.05% Add +39.7% 1,993 $790K
MassMutual Private Wealth & Trust, FSB 0.02% Add +28.4% 1,992 $789K
Cidel Asset Management Inc. 0.06% Add +1.0% 1,984 $786K
Quantum Portfolio Management LLC 0.35% No change 1,975 $783K
Eagle Capital Management, LLC 0.28% Add +5.5% 1,974 $782K
Smithfield Trust Co 0.03% Reduce -9.2% 1,970 $781K
MKT Advisors LLC 0.27% No change 1,906 $779K
Connecticut Wealth Management, LLC 0.03% Reduce -2.4% 1,965 $779K
4J Wealth Management LLC 0.45% Reduce -1.4% 1,962 $778K
Fort Sheridan Advisors LLC 0.10% Add +37.8% 1,956 $775K
Purus Wealth Management, LLC 0.24% No change 1,945 $771K
Davidson Investment Advisors 0.03% No change 1,945 $771K
Sagespring Wealth Partners, LLC 0.01% Reduce -1.6% 1,942 $770K
Prosperity Financial Group, Inc. 0.28% Reduce -10.4% 1,942 $770K
Hirtle & Co., LLC 0.03% New 1,934 $766K
Blume Capital Management, Inc. 0.14% Reduce -2.5% 1,930 $765K
Nova Wealth Management, Inc. 0.52% Reduce -6.9% 1,928 $764K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -14.4% 1,926 $763K
PGIM Custom Harvest LLC 0.01% Add +5.8% 1,926 $763K
Goepper Burkhardt LLC 0.25% Add +15.6% 1,925 $763K
Baron Silver Stevens Financial Advisors, LLC 0.11% No change 1,925 $763K
Integrated Investment Consultants, LLC 0.15% Reduce -82.3% 1,924 $763K
Riverstone Advisors, LLC 0.36% Add +9.5% 1,923 $762K
Mascagni Wealth Management, Inc. 0.57% Reduce -0.1% 1,913 $758K
Guardian Asset Advisors, LLC 0.39% Add +1.6% 1,912 $758K
Harbour Investment Management LLC 0.40% Reduce -9.5% 1,907 $756K
Icon Wealth Advisors, LLC 0.05% Add +144.4% 1,904 $755K
Mosaic Family Wealth Partners, LLC 0.08% New 1,903 $754K
All Terrain Financial Advisors, LLC 0.23% Add +0.7% 1,901 $753K
Almanack Investment Partners, LLC. 0.13% Reduce -45.2% 1,894 $751K
North Capital, Inc. 0.64% Add +11.1% 1,888 $748K
JBR Co Financial Management Inc 0.31% Reduce -11.4% 1,879 $745K
CLG LLC 0.19% No change 1,878 $744K
Roman Butler Fullerton & Co. 0.20% Reduce -6.5% 1,647 $744K
Klingenstein Fields & Co. LP 0.03% No change 1,870 $741K
BIP Wealth, LLC 0.03% Add +6.8% 1,868 $740K
Chilton Capital Management LLC 0.03% Reduce -3.1% 1,867 $740K
Castle Wealth Management LLC 0.24% Add +203.9% 1,863 $738K
Safeguard Investment Advisory Group, LLC 0.19% Add +6.2% 1,860 $737K
RMR Wealth Builders 0.06% Add +20.5% 1,857 $736K
Baker Avenue Asset Management, LP 0.02% Add +9.1% 1,852 $734K
Essex LLC 0.13% No change 1,847 $732K
BNC Wealth Management, LLC 0.19% Reduce -92.3% 1,847 $732K
Novem Group 0.08% Reduce -7.7% 1,844 $731K
Tucker Asset Management LLC 0.21% Reduce -11.8% 1,843 $730K
Key Client Fiduciary Advisors, LLC 0.25% Add +4.5% 1,842 $730K
Sandy Cove Advisors, LLC 0.22% No change 1,833 $726K
UNIVEST FINANCIAL Corp 0.04% Add +37.7% 1,832 $726K
Barnes Wealth Management Group, Inc 0.39% Reduce -10.9% 1,831 $726K
Bull Street Advisors, LLC 0.34% No change 1,827 $724K
Clarus Group, Inc. 0.26% No change 1,825 $723K
Old Mission Investment Co LLC 0.17% Add +8.8% 1,820 $721K
RIA Advisory Group LLC 0.17% New 1,819 $721K
CVA Family Office, LLC 0.08% Reduce -17.5% 1,816 $720K
LifeGuide Financial Advisors, LLC 0.24% Reduce -15.1% 1,806 $719K
V. M. Manning & Co., Inc. 0.72% Reduce -20.1% 1,812 $718K
Aventura Private Wealth, LLC 0.26% Add +18.9% 1,812 $718K
Klingman & Associates, LLC 0.03% No change 1,812 $718K
FourThought Financial Partners, LLC 0.06% Add +17.8% 1,803 $715K
Sage Rhino Capital LLC 0.13% Reduce -3.1% 1,802 $714K
Momentum Wealth Planning, LLC 0.57% New 1,800 $713K
Arbor Investment Advisors, LLC 0.09% Reduce -8.2% 1,782 $706K
Cypress Capital, LLC 0.20% Add +3.1% 1,779 $705K
Saxon Interests, Inc. 0.25% Reduce -1.8% 1,778 $705K
Oldfather Financial Services, LLC 0.21% No change 1,777 $704K
Asset One Wealth Management LLC 0.10% — 1,647 $703K
Wealth Preservation Advisors, LLC 0.35% Reduce -1.8% 1,770 $701K
Edge Wealth Management LLC 0.12% Reduce -13.9% 1,770 $701K
Cadence Bank 0.04% Add +18.4% 1,764 $699K
Concorde Asset Management, LLC 0.28% Reduce -5.6% 1,763 $699K
Wealth Management Partners, LLC 0.20% Reduce -2.8% 1,752 $694K
Alhambra Investment Management LLC 0.32% Reduce -8.0% 1,751 $694K
Quartz Partners, LLC 0.26% Add +50.2% 1,751 $694K
Coppell Advisory Solutions LLC 0.07% Add +6.6% 1,739 $694K
Catalyst Private Wealth, LLC 0.30% Add +16.7% 1,750 $694K
Wescott Financial Advisory Group, LLC 0.06% Reduce -2.2% 1,748 $693K
Dynamic Financial Group 0.59% Reduce -4.9% 1,748 $693K
Investment Partners Asset Management, Inc. 0.43% Reduce -2.2% 1,748 $693K
Duncker Streett & Co. Inc. 0.12% No change 1,746 $692K
Madden Advisory Services, Inc. 0.28% Reduce -0.2% 1,741 $690K
KG Capital Management 0.18% Add +1.3% 1,741 $690K
Grantvest Financial Group LLC 0.44% Add +3.0% 1,740 $690K
Aspen Wealth Management LLC 0.14% Add +0.9% 1,736 $688K
NCM Capital Management, LLC 0.26% Reduce -10.8% 1,735 $688K
Knuff & Co LLC 0.20% No change 1,735 $688K
VSM Wealth Advisory, LLC 0.21% No change 1,732 $686K
Tempo Wealth, LLC 0.12% — 1,729 $685K
Mid-American Wealth Advisory Group, Inc. 0.29% Reduce -3.6% 1,728 $685K
Fortress Financial Group, LLC 0.51% No change 1,727 $684K
Headlands Technologies LLC 0.06% Reduce -78.9% 1,727 $684K
Williams & Novak, LLC 0.51% No change 1,724 $683K
Texas Capital Bank Wealth Management Services Inc 0.04% Add +9.8% 1,724 $683K
Edge Financial Advisors LLC 0.29% Reduce -10.5% 1,720 $681K
Ruggiero Investments, Inc. 0.62% — 1,719 $681K
Bell Bank 0.03% Reduce -30.2% 1,718 $681K
TrustWell Financial Advisors, LLC 0.65% — 1,709 $677K
Artemis Wealth Advisors, LLC 0.11% No change 1,706 $676K
Spirepoint Private Client, LLC 0.06% Reduce -18.3% 1,705 $676K
KPP Advisory Services LLC 0.10% Add +3.5% 1,703 $675K
Kessler Investment Group, LLC 0.28% Reduce -0.1% 1,702 $675K
Keynote Financial Services LLC 0.38% Add +14.7% 1,701 $674K
Spreng Capital Management, Inc. 0.26% Add +102.5% 1,699 $673K
Global Wealth Management, LLC 0.36% Add +16.3% 1,694 $671K
Joseph P. Lucia & Associates, LLC 0.24% Reduce -2.0% 1,694 $671K
Foster Group, Inc. 0.02% No change 1,694 $671K
Somerset Trust Co 0.21% Reduce -0.1% 1,692 $671K
Asset Dedication, LLC 0.04% Reduce -5.3% 1,692 $671K
Legacy Financial Group LLC 0.08% Add +1.5% 1,477 $671K
Ticino Wealth 0.25% — 1,691 $670K
Tectonic Advisors LLC 0.04% Reduce -8.4% 1,691 $670K
Stratos Investment Management, LLC 0.03% Reduce -2.8% 1,691 $670K
Fortitude Advisory Group L.L.C. 0.28% Add +0.1% 1,689 $669K
First National Bank of Hutchinson 0.39% No change 1,685 $668K
Curio Wealth, LLC 0.24% Add +1.9% 1,619 $667K
Horizon Investments, LLC 0.01% Add +17.6% 1,680 $666K
Aire Advisors, LLC 0.12% Reduce -7.0% 1,669 $661K
IAM Advisory, LLC 0.15% No change 1,666 $660K
McAdam, LLC 0.03% Add +20.4% 1,665 $660K
Paragon Capital Management Ltd 0.13% No change 1,664 $659K
Verus Financial Partners, Inc. 0.06% Add +3.2% 1,416 $658K
Cloud Capital Management, LLC 0.31% No change 1,659 $657K
MPWM Advisory Solutions, LLC 0.36% Add +86.7% 1,652 $655K
First Pacific Financial 0.09% Reduce -11.3% 1,651 $654K
Barlow Wealth Partners, LLC 0.07% No change 1,578 $654K
American Asset Management Inc. 0.55% Reduce -30.8% 1,646 $652K
Freedom Financial Partners LLC 0.24% No change 1,641 $650K
Cypress Wealth Services, LLC 0.09% Add +2.2% 1,641 $650K
Galvin, Gaustad & Stein, LLC 0.05% New 1,641 $650K
Northwest Financial Advisors 1.33% Reduce -48.9% 1,631 $646K
Rothschild Wealth LLC 0.06% Add +62.2% 1,627 $645K
Main Line Retirement Advisors, LLC 0.33% No change 1,625 $644K
Diamant Asset Management, Inc. 0.46% Reduce -7.4% 1,620 $642K
Provident Wealth Management, LLC 0.19% Reduce -16.1% 1,620 $642K
Alpha Omega Wealth Management LLC 0.11% Reduce -2.4% 1,618 $641K
Capstone Financial Advisors, Inc. 0.03% Add +2.1% 1,617 $641K
Fairvoy Private Wealth, LLC 0.14% No change 1,617 $641K
OLIO Financial Planning 0.18% Add +3.6% 1,611 $638K
Connable Office Inc. 0.06% No change 1,611 $638K
Avaii Wealth Management, LLC 0.23% Add +2.0% 1,610 $638K
Family Office Research LLC 0.26% Reduce -1.8% 1,600 $638K
Chelsea Counsel Co. 0.27% No change 1,600 $634K
Liberty Capital Management, Inc. 0.12% Add +1.9% 1,600 $634K
Haverford Trust Co 0.01% Reduce -0.1% 1,600 $634K
Avondale Wealth Management 0.33% Reduce -2.7% 1,596 $633K
Hendershot Investments Inc. 0.08% No change 1,595 $632K
Adamsbrown Wealth Consultants LLC 0.18% Add +20.9% 1,594 $632K
Financial Enhancement Group LLC 0.08% Reduce -0.8% 1,421 $630K
Cornerstone Capital, Inc. 0.06% No change 1,590 $630K
StrongBox Wealth, LLC 0.21% Add +6.0% 1,589 $630K
Human Investing LLC 0.09% Add +0.4% 1,589 $630K
Panoramic Investment Advisors, LLC 0.34% Add +3.7% 1,586 $629K
Chemung Canal Trust Co. 0.12% Reduce -24.0% 1,586 $629K
MLP3, LLC 0.69% — 1,585 $628K
Acorn Financial Advisory Services Inc. 0.09% No change 1,583 $627K
BankChampaign, National Association 0.62% — 57 $626K
Centerpoint Advisors, LLC 0.19% Add +5.3% 1,580 $626K
MeadowBrook Investment Advisors LLC 0.54% No change 1,578 $625K
Courier Capital LLC 0.04% No change 1,576 $625K
Durante & Waters, LLC 0.44% Add +0.3% 1,575 $624K
Nicollet Investment Management, Inc. 0.20% No change 1,575 $624K
Wick Capital Partners, LLC 0.11% No change 1,574 $624K
Vicus Capital 0.05% Reduce -0.7% 1,572 $623K
Arrow Financial Corp 0.06% Reduce -9.0% 1,567 $621K
Paladin Advisory Group, LLC 0.45% No change 1,565 $620K
Cornerstone National Bank & Trust Co 0.25% Add +8.3% 1,565 $620K
DF Dent & Co. Inc. 0.01% No change 1,565 $620K
Salem Investment Counselors Inc. 0.02% Reduce -17.3% 1,564 $620K
LongView Asset Management LLC 0.43% Add +16.1% 1,562 $619K
Altiora Financial Group, LLC 0.11% No change 1,560 $618K
Foster Victor Wealth Advisors, LLC 0.04% Add +7.7% 1,461 $616K
Hapanowicz & Associates Financial Services, Inc 0.24% Reduce -1.8% 1,551 $615K
Capital Asset Advisory Services LLC 0.02% Add +3.8% 1,487 $614K
Scholtz & Company, LLC 0.27% Reduce -89.5% 1,549 $614K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.21% Add +22000.0% 1,547 $613K
Biltmore Family Office, LLC 0.08% Reduce -2.5% 1,544 $612K
Wellment Financial 0.72% Reduce -1.0% 1,542 $611K
Clearview Wealth Advisors LLC 0.39% No change 1,542 $611K
Medallion Wealth Advisors, LLC 0.20% Reduce -17.3% 1,539 $610K
Stephens Consulting, LLC 0.20% No change 1,539 $610K
Quotient Wealth Partners, LLC 0.02% Reduce -10.5% 1,539 $610K
Parisi Gray Wealth Management 0.14% No change 1,539 $610K
Fiducient Advisors LLC 0.08% New 1,537 $609K
Castleview Partners, LLC 0.30% Add +4.0% 1,536 $609K
Lockerman Financial Group, Inc. 1.17% Reduce -1.7% 1,534 $608K
Bigelow Investment Advisors, LLC 0.24% Reduce -3.8% 1,534 $608K
Madrona Financial Services, LLC 0.13% Add +12.1% 1,533 $608K
Capital City Trust Co. 0.13% Reduce -20.3% 1,529 $606K
Garde Capital, Inc. 0.04% No change 1,528 $606K
Benchmark Financial Wealth Advisors, LLC 0.17% Add +23.5% 1,527 $605K
Gradient Investments LLC 0.01% Add +33.7% 1,527 $605K
Revisor Wealth Management LLC 0.16% Add +12.1% 1,387 $605K
Blue Zone Wealth Advisors, LLC 0.12% No change 1,525 $604K
Peoples Bank 0.60% Reduce -0.1% 1,516 $601K
Avestar Capital, LLC 0.04% Reduce -5.3% 1,513 $600K
Cypress Asset Management Inc. 0.13% No change 1,507 $597K
Aquire Wealth Advisors, LLC 0.16% Reduce -0.3% 1,505 $596K
Webster Bank, N. A. 0.06% Add +0.7% 1,505 $596K
Ameritas Investment Partners, Inc. 0.02% Reduce -0.8% 1,505 $596K
Heritage Wealth Advisors 0.02% No change 1,504 $596K
Brown Miller Wealth Management, LLC 0.16% No change 1,503 $596K
Resonant Capital Advisors, LLC 0.03% No change 1,503 $596K
Barrett & Company, Inc. 0.20% No change 1,501 $595K
Merrion Investment Management Co, LLC 0.32% No change 1,500 $594K
Prism Advisors, Inc. 0.16% No change 1,500 $594K
Elequin Capital, LP 0.09% New 1,500 $594K
Cantor Fitzgerald Investment Advisors L.P. 0.04% No change 1,500 $594K
IFC & Insurance Marketing, Inc. 0.59% — 1,498 $594K
Mathes Company, Inc. 0.21% Add +4.2% 1,495 $592K
AIFG Consultants Ltd. 1.02% Reduce -3.2% 1,492 $591K
Capital Analysts, LLC 0.02% Reduce -0.4% 1,491 $591K
Burling Wealth Partners, LLC 0.09% Add +5.3% 1,485 $589K
Harfst & Associates, Inc. 0.11% Add +17.0% 1,476 $585K
Strathmore Capital Advisors, Inc. 0.19% Reduce -3.6% 1,475 $585K
WealthPoint Financial, LLC 0.51% — 1,474 $584K
Wealth Effects LLC 0.18% Add +4.5% 1,474 $584K
LVW Advisors, LLC 0.06% Reduce -19.7% 1,474 $584K
OneAscent Family Office, LLC 0.40% Reduce -2.8% 1,473 $584K
Brogan Financial, Inc. 0.26% Reduce -6.0% 1,472 $583K
Brave Asset Management Inc. 0.14% No change 1,472 $583K
Fearless Solutions, LLC dba Best Invest 0.35% No change 1,470 $583K
Zions Bancorporation, National Association 0.03% Add +33.5% 1,469 $582K
Legacy Trust 0.11% Reduce -10.4% 1,461 $579K
Clear Point Advisors Inc. 0.45% Reduce -2.6% 1,460 $579K
Wellington-Altus USA Inc. 0.43% — 1,460 $579K
Woodward Diversified Capital, LLC 0.26% Reduce -48.4% 1,455 $577K
Mengis Capital Management, Inc. 0.10% No change 1,455 $577K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,453 $576K
Central Bank & Trust Co. 0.09% No change 1,450 $575K
Parker Investment Management, LLC 0.08% Add +6.2% 1,447 $573K
Wealth Management Nebraska 0.07% Reduce -3.5% 1,447 $573K
Tritonpoint Wealth, LLC 0.06% No change 1,446 $573K
Marks Group Wealth Management, Inc 0.05% Add +2.6% 1,441 $571K
Crestmont Private Wealth LLC 0.19% No change 1,438 $570K
Eldridge Investment Advisors, Inc. 0.13% Add +4.4% 1,437 $569K
Heritage Financial Services, LLC 0.05% Reduce -19.7% 1,433 $568K
BDFS Capital LLC 0.29% — 1,433 $568K
Roberts Glore & Co. Inc. 0.15% Add +9.8% 1,433 $568K
Union Savings Bank 0.25% — 1,430 $567K
Magnolia Private Wealth, LLC 0.40% Add +0.8% 1,428 $566K
Sound Financial Strategies Group, LLC 0.40% No change 1,420 $563K
Osbon Capital Management LLC 0.53% — 1,419 $562K
1248 Management, LLC 0.30% Reduce -0.7% 1,415 $561K
Goodman Financial Corp 0.11% No change 1,410 $559K
Comprehensive Money Management Services LLC 0.39% No change 1,409 $558K
Willis Johnson & Associates, Inc. 0.03% Add +1.2% 1,409 $558K
Guyasuta Investment Advisors Inc. 0.03% Reduce -27.4% 1,406 $557K
Greenspring Advisors, LLC 0.03% New 1,405 $557K
Patton Fund Management, Inc. 0.07% Reduce -33.1% 1,403 $556K
Jackson Square Capital, LLC 0.11% Add +16.6% 1,402 $556K
Brooklyn Investment Group 0.03% New 1,393 $555K
Ardent Capital Management, Inc. 0.22% No change 1,400 $555K
Searle & Co. 0.14% Add +21.7% 1,400 $555K
one8zero8, LLC 0.12% Add +7.7% 1,400 $555K
Thomas J. Herzfeld Advisors, Inc. 0.19% No change 1,398 $554K
Anchor Investment Management, LLC 0.04% Reduce -0.1% 1,398 $554K
Berkshire Asset Management LLC 0.02% Add +37.0% 1,396 $553K
Redwood Investment Management, LLC 0.06% New 1,389 $551K
Kaizen Financial Strategies 0.24% No change 1,377 $546K
Second Line Capital, LLC 0.11% Reduce -4.3% 1,376 $545K
Valtinson Bruner Financial Planning LLC 0.16% Add +3.3% 1,375 $545K
Integrity Wealth Advisors, Inc. 0.38% Reduce -60.3% 1,372 $544K
Leisure Capital Management 0.18% Add +1.9% 1,371 $543K
Schwallier Wealth Management LLC 0.35% Add +6.0% 1,216 $541K
RDA Financial Network 0.13% Add +5.0% 1,364 $541K
Tompkins Financial Corp. 0.04% Add +10.6% 1,362 $540K
Redwood Family Wealth LLC 0.53% — 1,360 $539K
Montz Harcus Wealth Management LLC 0.22% Add +43.2% 1,360 $539K
Main Street Group, LTD 0.19% Reduce -22.9% 1,354 $537K
M1 Capital Management LLC 0.22% Reduce -4.9% 1,353 $536K
Physician Wealth Advisors, Inc. 0.07% Reduce -0.1% 1,352 $536K
Sterneck Capital Management, LLC 0.24% No change 1,350 $535K
Cordgrass Capital Advisors, LLC 0.13% No change 1,350 $535K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Add +35.0% 1,350 $535K
Sandro Wealth Management LLC 0.44% — 1,350 $535K
Brian Low Financial Group, LLC 0.38% Add +24.5% 1,345 $533K
Alpha Wealth Funds, LLC 0.36% Reduce -10.3% 1,345 $533K
Penobscot Wealth Management 0.16% Reduce -1.5% 1,344 $533K
Lanark Financial, Inc. 0.04% Reduce -1.0% 1,340 $531K
Convergence Financial, LLC 0.08% New 1,339 $531K
Cathy Pareto & Associates, Inc. 0.37% No change 1,337 $530K
Westmount Partners, LLC 0.13% Reduce -2.9% 1,334 $529K
Washington Trust Advisors, Inc. 0.04% No change 1,333 $528K
Sunbeam Capital Management, LLC 0.31% Reduce -3.0% 1,330 $527K
Prepared Retirement Institute LLC 0.26% Add +1.6% 1,328 $526K
Portfolio Strategies, Inc. 0.06% Reduce -0.9% 1,325 $525K
CM Wealth Advisors LLC 0.12% Reduce -18.7% 1,324 $525K
Ellenbecker Investment Group 0.07% Add +2.3% 1,321 $524K
Root Financial Partners, LLC 0.03% Add +5.3% 1,318 $522K
NorthCrest Asset Manangement, LLC 0.01% New 1,274 $521K
LifeGoal Investments, LLC 0.35% Add +133.0% 1,314 $521K
Lewis Asset Management, LLC 0.21% Add +4.4% 1,313 $520K
WBH Advisory Inc. 0.04% Add +18.2% 1,312 $520K
Everest Financial Group LLC 0.12% — 1,308 $518K
Nicholas Wealth, LLC. 0.35% New 1,306 $518K
Realta Investment Advisors 0.17% Add +56.0% 1,303 $516K
Wincap Financial LLC 0.35% Add +1.6% 1,300 $515K
Harvey Capital Management Inc. 0.11% No change 1,300 $515K
Earned Wealth Advisors, LLC 0.04% Add +8.9% 1,299 $515K
Strait & Sound Wealth Management LLC 0.19% No change 1,297 $514K
Glassman Wealth Services 0.07% No change 1,297 $514K
German American Bancorp, Inc. 0.04% Reduce -23.6% 1,297 $514K
Ballast, Inc. 0.12% No change 1,295 $513K
Moseley Investment Management Inc. 0.16% Add +39.0% 1,293 $512K
TPG Advisors LLC 0.32% No change 1,291 $512K
Wellington Shields & Co., LLC 0.13% Reduce -11.6% 1,291 $512K
Coston, McIsaac & Partners 0.12% Add +45.8% 1,290 $511K
Blackston Financial Advisory Group, LLC 0.31% Add +24.9% 1,288 $510K
BCS Private Wealth Management, Inc. 0.17% Reduce -25.9% 1,285 $509K
Collaborative Wealth Managment Inc. 0.18% Add +20.8% 1,277 $506K
Falcon Wealth Planning 0.04% Add +31.1% 1,272 $504K
Aureum Wealth Management, LLC 0.47% — 1,270 $503K
Custos Family Office, LLC 0.34% Reduce -0.1% 1,267 $502K
M. Kulyk & Associates, LLC 0.10% No change 1,266 $502K
Ade, LLC 0.24% No change 1,265 $501K
Eagle Harbor Asset Management Inc. 0.41% Reduce -13.1% 1,264 $501K
Legacy Financial Strategies, LLC 0.09% Add +19.7% 1,263 $501K
Beckerman Institutional, LLC 0.28% Reduce -0.8% 1,259 $499K
JGP Wealth Management, LLC 0.05% Add +42.0% 1,258 $499K
Mizuho Markets Cayman LP 0.03% Add +60.0% 1,258 $499K
Richardson Financial Services Inc. 0.16% Reduce -16.1% 1,268 $498K
One Wealth Advisors, LLC 0.06% Add +19.0% 1,253 $497K
Iams Wealth Management, LLC 0.18% Reduce -12.7% 1,251 $496K
Vines Capital Management, LLC 0.48% — 1,250 $495K
Banyan Capital Management, Inc. 0.22% No change 1,250 $495K
James J. Burns & Company, LLC 0.07% Reduce -10.1% 1,250 $495K
Kane Investment Management, Inc. 0.24% Reduce -17.8% 1,249 $495K
Stuart Investment Advisors, Inc. 0.45% No change 1,248 $495K
Cambient Family Office, LLC 0.07% — 1,247 $494K
TMB Capital Partners, LLC 0.17% — 1,245 $493K
Wealth Alliance, LLC 0.05% Reduce -10.8% 1,244 $493K
Atlas Brown,Inc. 0.15% Reduce -36.9% 1,243 $493K
USAdvisors Wealth Management, LLC 0.16% Add +6.2% 1,242 $492K
Birch Hill Investment Advisors LLC 0.02% Reduce -7.5% 1,240 $491K
ETF Store, Inc. 0.50% No change 1,237 $490K
KDT Advisors, LLC 0.69% Add +11.9% 1,235 $489K
G&S Capital LLC 0.17% Add +69.5% 1,227 $486K
Cornell Pochily Investment Advisors, Inc. 0.14% Add +0.7% 1,226 $486K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% Reduce -55.0% 1,225 $485K
Kellett Wealth Advisors, LLC 0.28% Reduce -23.7% 1,224 $485K
Zhang Financial LLC 0.02% Reduce -0.3% 1,220 $484K
City Center Advisors, LLC 0.44% Reduce -7.7% 1,219 $483K
Dynamic Wealth Strategies, LLC 0.29% Reduce -4.3% 1,218 $483K
Nicolet Bankshares Inc. 0.08% Add +1.7% 1,218 $483K
Prosperitas Financial LLC 0.19% Add +20.9% 1,216 $482K
Investors Research Corp 0.09% No change 1,216 $482K
Ironwood Financial, llc 0.08% No change 1,136 $480K
Aviso Financial Inc. 0.02% Reduce -0.1% 1,210 $480K
Cushing Capital Partners, LLC 0.35% No change 1,209 $479K
High Falls Advisors, Inc 0.10% No change 1,206 $478K
Chapin Davis, Inc. 0.11% Add +23.1% 1,206 $478K
TrueWealth Advisors, LLC 0.12% Add +9.7% 1,206 $478K
Ameriflex Group, Inc. 0.25% Reduce -58.6% 1,203 $477K
Buckhead Capital Management LLC 0.17% Reduce -7.7% 1,201 $476K
Hennion & Walsh Asset Management, Inc. 0.02% No change 1,200 $476K
Goldstone Financial Group, LLC 0.05% Reduce -0.1% 1,199 $475K
Elite Financial, Inc. 0.22% No change 1,200 $475K
MB Generational Wealth, LLC 0.25% Add +4.5% 1,195 $474K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -8.4% 1,195 $474K
Stone Wealth Partners 0.42% — 1,193 $473K
Hiley Hunt Wealth Management 0.21% Add +84.8% 1,192 $472K
FSA Advisors, Inc. 0.33% Reduce -6.0% 1,191 $472K
Provident Investment Management, Inc. 0.04% No change 1,185 $470K
Broadleaf Partners, LLC 0.10% Reduce -0.8% 1,184 $469K
Parkside Financial Bank & Trust 0.04% Reduce -3.3% 1,183 $469K
Directional Asset Management 0.41% — 1,181 $468K
Navis Wealth Advisors, LLC 0.20% Reduce -32.6% 1,181 $468K
Apex Wealth Management, LLC 0.47% No change 1,108 $467K
Proactive Wealth Strategies LLC 0.18% Add +21.6% 1,177 $466K
Vanguard Capital Wealth Advisors 0.37% Reduce -8.9% 1,177 $466K
Prentiss Smith & Co. Inc. 0.28% Reduce -14.5% 1,176 $466K
Burney Co./ 0.01% Add +8.5% 1,176 $466K
Avise Financial Cooperative, Inc. 0.42% — 1,175 $466K
Evolution Wealth Management Inc. 0.38% Add +16.3% 1,173 $465K
Centurion Wealth Management LLC 0.10% Reduce -7.3% 1,173 $465K
Marathon Wealth Advisors LLC 0.18% — 1,172 $464K
Plante Moran Financial Advisors, LLC 0.03% Add +10.1% 1,171 $464K
Compass Financial Group, INC 0.07% Reduce -3.1% 1,168 $463K
Stanich Group LLC 0.35% No change 1,167 $462K
BNB Wealth Management, LLC 0.30% — 1,167 $462K
Berkshire Money Management, Inc. 0.04% New 1,166 $462K
Main Management LLC 0.03% No change 1,166 $462K
Portland Global Advisors LLC 0.05% Reduce -1.4% 1,165 $462K
Uptick Partners, LLC 0.10% Reduce -13.1% 1,164 $461K
Highlander Partners, L.P. 0.17% No change 1,160 $460K
Owen LaRue, LLC 0.17% Reduce -56.3% 1,158 $459K
Whitener Capital Management, Inc. 0.10% Reduce -1.9% 1,157 $459K
Cannon Financial Strategists, Inc. 0.06% Add +58.7% 1,157 $459K
Cornerstone Management, Inc. 0.07% Reduce -7.2% 1,154 $457K
Wood Tarver Financial Group, LLC 0.13% Add +21.6% 1,153 $456K
Park Square Financial Group, LLC 2.71% Add +34.2% 1,883 $456K
Broadway Wealth Solutions, Inc. 0.24% Reduce -2.4% 1,148 $455K
McGuire Capital Advisors Inc. 0.29% — 1,147 $455K
BCS Wealth Management 0.05% Add +100.0% 1,144 $453K
Walker Asset Management, LLC 0.24% Add +9.5% 1,144 $453K
Dopkins Wealth Management, LLC 0.19% No change 1,144 $453K
L.K. Benson & Company, P.C. 0.23% Add +4.1% 1,143 $453K
Kapstone Financial Advisors LLC 0.23% New 1,143 $453K
Core Wealth Partners LLC 0.20% Add +0.1% 1,139 $451K
New Republic Capital, LLC 0.12% Reduce -37.9% 1,138 $451K
Diker Management LLC 0.35% No change 1,137 $451K
Rockwood Wealth Management, LLC 0.03% Add +17.6% 1,136 $450K
Wealth Dimensions Group, Ltd. 0.09% Add +72.5% 1,133 $449K
Cassady Wealth & Retirement Planning, LLC 0.29% — 1,131 $448K
Keystone Wealth Services, LLC 0.09% Reduce -8.3% 1,127 $447K
Stablepoint Partners, LLC 0.07% Reduce -27.3% 1,125 $446K
GK Wealth Management LLC 0.33% Reduce -1.2% 1,125 $446K
Belfer Management LLC 7.80% Reduce -7.3% 1,123 $445K
Eagle Wealth Strategies LLC 0.21% No change 1,123 $445K
SilverOak Wealth Management LLC 0.07% No change 1,122 $445K
Carrera Capital Advisors 0.07% New 1,121 $444K
Carmel Capital Management L.L.C. 0.13% No change 1,120 $444K
Lantz Financial LLC 0.09% No change 1,120 $444K
Gallacher Capital Management LLC 0.17% No change 1,119 $443K
Opus Capital Group, LLC 0.05% Add +2.8% 1,118 $443K
Satovsky Asset Management LLC 0.09% Reduce -3.1% 1,118 $443K
1900 Wealth Management LLC 0.03% New 1,113 $441K
HFG Wealth Management, LLC 0.24% No change 1,113 $441K
Middleton & Co. Inc. 0.05% No change 1,112 $441K
CFO4Life Group, LLC 0.06% Reduce -31.5% 1,111 $440K
RAM Investment Partners, LLC 0.08% Add +1.4% 1,109 $439K
Peak Financial Management, Inc. 0.11% Reduce -5.1% 1,108 $439K
Sigma Investment Counselors Inc. 0.02% No change 1,106 $438K
1620 Investment Advisors, Inc. 0.29% Add +1.9% 1,105 $438K
Asset Advisors Investment Management, LLC 0.04% Reduce -1.3% 1,105 $438K
Strengthening Families & Communities, LLC 0.16% Reduce -31.6% 1,101 $436K
Black Maple Capital Management LP 0.33% New 1,100 $436K
Stephenson & Company, Inc. 0.24% Add +0.6% 1,100 $436K
Westview Management dba Westview Investment Advisors 0.21% — 1,100 $436K
First National Bank Sioux Falls 0.13% Reduce -37.3% 1,100 $436K
Maia Wealth LLC 0.07% Add +34.0% 965 $436K
Unified Investment Management 0.44% No change 1,098 $435K
Westhampton Capital, LLC 0.21% No change 1,098 $435K
DMC Group, LLC 0.29% Add +43.3% 1,096 $434K
SJS Investment Consulting Inc. 0.05% Reduce -1.4% 1,095 $434K
Garrett Wealth Advisory Group, LLC 0.08% No change 1,095 $434K
Lester Murray Antman dba SimplyRich 0.11% No change 1,089 $431K
F/m Investments LLC 0.02% No change 1,083 $429K
Horrell Capital Management, Inc. 0.19% Add +0.6% 1,081 $428K
PFS Partners, LLC 0.20% Add +2.4% 1,078 $427K
Unique Wealth Strategies, LLC 0.17% New 1,077 $427K
Bci Securities, Inc. 3.68% — 1,075 $426K
Matrix Asset Advisors Inc. 0.04% Add +2.6% 1,075 $426K
Shariaportfolio, Inc. 0.18% Reduce -6.1% 1,073 $425K
Financial Freedom, LLC 0.21% No change 1,072 $425K
Beverly Hills Private Wealth, LLC 0.07% No change 1,071 $424K
United Capital Management of KS, Inc. 0.06% Add +1.3% 1,066 $422K
CAP Partners, LLC 0.24% No change 1,065 $422K
Boyum Wealth Architects LLC 0.20% Add +16.3% 921 $422K
Northstar Group, Inc. 0.06% No change 1,064 $422K
Global Trust Asset Management, LLC 0.17% Reduce -4.7% 1,062 $421K
GeoWealth Management, LLC 0.02% Reduce -91.9% 1,062 $421K
Sageworth Trust Co 0.02% Reduce -20.3% 1,058 $419K
Invariant Investment Management 0.27% — 1,011 $419K
Capital Management Associates, Inc 0.09% Reduce -48.4% 1,056 $419K
Bragg Financial Advisors, Inc 0.01% Reduce -3.0% 1,054 $418K
Hartmann Taylor Wealth Management, LLC 0.28% Add +23.5% 1,050 $416K
LaFleur & Godfrey LLC 0.05% No change 1,050 $416K
TLWM 0.08% Add +1.6% 1,050 $416K
JNBA Financial Advisors 0.04% Reduce -3.5% 1,048 $415K
CGC Financial Services, LLC 0.11% No change 1,047 $415K
Norris Perne & French LLP 0.03% Add +19.8% 1,046 $415K
Great Lakes Retirement, Inc. 0.04% Add +1.9% 1,045 $414K
Elser Financial Planning, Inc 0.30% New 1,043 $413K
Dahring | Cusmano LLC 0.29% No change 1,043 $413K
Man Group plc 0.00% Reduce -87.0% 1,042 $413K
Argyle Capital Partners, LLC 0.30% Add +4.6% 1,041 $413K
Bernardo Wealth Planning LLC 0.08% Reduce -8.0% 1,041 $413K
Buffalo Business & Estate Services Ltd. 0.06% — 1,041 $413K
CGN Advisors LLC 0.03% Reduce -1.2% 1,039 $412K
Compton Financial Group, LLC 0.09% Reduce -8.9% 1,039 $412K
North Berkeley Wealth Management, LLC 0.24% Reduce -11.9% 1,037 $411K
Jessup Wealth Management, Inc 0.14% Reduce -0.9% 1,037 $411K
MV Capital Management, Inc. 0.04% Reduce -34.5% 1,036 $411K
Sageworth Trust Co of South Dakota 0.34% No change 1,035 $410K
Allred Capital Management, LLC 0.15% Reduce -23.3% 1,034 $410K
Vance Wealth, LLC 0.12% Reduce -7.5% 1,034 $410K
Integral Investment Advisors, Inc. 0.10% Add +66.3% 1,033 $409K
Bard Associates Inc. 0.11% Reduce -17.9% 1,031 $409K
First Merchants Corp. 0.02% Reduce -5.1% 1,031 $409K
First National Bank of Mount Dora, Trust Investment Services 0.09% Reduce -15.3% 1,025 $406K
Everpar Advisors LLC 0.15% Add +22.8% 1,022 $405K
Guidance Point Advisors, LLC 0.10% Reduce -2.2% 1,018 $404K
Wallace Hart LLC 0.30% New 1,019 $404K
Kestra Investment Management, LLC 0.01% Add +13.7% 1,015 $402K
Mustico Financial Group, Inc. 0.31% Add +33.6% 970 $401K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Add +5.2% 1,012 $401K
Prosperity Advisers, LLC 0.33% — 1,011 $401K
Straight Path Wealth Management 0.11% Add +33.8% 1,009 $400K
Intrepid Capital Management Inc. 0.19% No change 1,006 $399K
Pathway Financial Advisers, LLC 0.12% Add +4.3% 1,005 $398K
Smith Thornton Advisors LLC 0.20% No change 1,003 $397K
Vilga Financial Planning LLC 0.38% — 1,000 $396K
Ironsides Asset Advisors, LLC 0.10% No change 1,000 $396K
Old West Investment Management, LLC 0.07% No change 1,000 $396K
CenterStar Asset Management, LLC 0.62% New 1,000 $396K
Keystone Global Partners, LLC 0.17% No change 998 $396K
Legacy Capital Wealth Management, LLC 0.24% — 996 $395K
Brevan Howard Capital Management LP 0.01% Reduce -98.9% 995 $394K
Howard Bailey Securities, LLC 0.16% Reduce -30.7% 994 $394K
Cane Capital Partners, LLC 0.17% — 993 $394K
Maltin Wealth Management, Inc. 0.16% Reduce -2.3% 992 $393K
Wealth Enhancement Trust Services, Inc. 0.05% — 992 $393K
Spectrum Asset Management, Inc. (NB/CA) 0.13% No change 988 $392K
Novak & Powell Financial Services, Inc. 0.20% Add +5.1% 987 $391K
Horst & Graben Wealth Management LLC 0.06% Add +0.8% 987 $391K
First Financial Corp. 0.15% No change 986 $391K
Summit Global Investments 0.02% Add +0.4% 985 $390K
IVC Wealth Advisors LLC 0.17% Reduce -31.9% 982 $389K
Asset Advisory Group, Inc. 0.19% — 981 $389K
Highland Capital Management, LLC 0.02% No change 980 $388K
AG Asset Advisory, LLC 0.33% No change 973 $386K
Dagco, Inc. 0.09% Add +20.8% 972 $385K
Legacy Edge Advisors, LLC 0.04% Add +53.3% 972 $385K
Blossom Wealth Management 0.63% No change 969 $384K
Accredited Investors Inc. 0.02% Add +43.1% 966 $383K
Coquina Private Wealth LLC 0.31% — 965 $382K
Worth Financial Advisory Group, LLC 0.19% New 965 $382K
T. Rowe Price Associates Inc. 0.00% Reduce -28.1% 960 $381K
Ridgecrest Wealth Partners, LLC 0.21% Reduce -8.6% 960 $380K
Sterling Investment Counsel, LLC 0.11% No change 958 $380K
Guardian Financial Partners, LLC 0.16% Add +16.0% 957 $379K
Southern Capital Advisors, LLC 0.17% Reduce -17.4% 956 $379K
Signature Wealth Management Partners, LLC 0.19% No change 955 $378K
Vigil Wealth Management, LLC 0.31% — 954 $378K
Gainplan LLC 0.14% Add +4.6% 954 $378K
Shepherd Financial Partners LLC 0.04% Reduce -20.8% 952 $377K
Ridgeline Wealth Planning, LLC 0.27% New 951 $377K
Eagle Bay Advisors LLC 0.27% Add +43.9% 950 $376K
Blue Chip Partners, LLC 0.03% Add +22.8% 949 $376K
Miramontes Capital, LLC 0.13% — 949 $376K
City State Bank 0.10% No change 948 $376K
True North Advisors, LLC 0.05% Reduce -15.7% 948 $376K
Boston Standard Wealth Management, LLC 0.06% Add +2.8% 946 $375K
Kieckhefer Group LLC 0.18% No change 945 $375K
Symphony Financial Services, Inc. 0.19% Reduce -8.2% 943 $374K
Ruggaard & Associates LLC 0.15% Add +34.3% 943 $374K
Destination Wealth Management 0.01% Reduce -15.3% 942 $373K
Beacon Financial Advisory LLC 0.09% Add +6.6% 941 $373K
Avant Financial Advisors LLC 0.27% New 940 $373K
Independent Solutions Wealth Management, LLC 0.07% No change 939 $372K
McDaniel Terry & Co. 0.03% No change 939 $372K
Allen Wealth Management, LLC 0.22% No change 937 $371K
Gilliland Jeter Wealth Management LLC 0.11% No change 937 $371K
Integrated Wealth Management 0.42% — 936 $371K
TFR Capital, LLC. 0.12% No change 935 $371K
West Bancorporation Inc. 0.19% No change 934 $370K
Harmony Asset Management LLC 0.12% Add +13.2% 933 $370K
Tanager Wealth Management LLP 0.04% Add +0.1% 930 $369K
David J Yvars Group 0.20% No change 925 $367K
Firethorn Wealth Partners, LLC 0.14% New 925 $367K
IMA Advisory Services, Inc. 0.04% Reduce -25.1% 925 $367K
Sloy Dahl & Holst, LLC 0.04% No change 924 $366K
Souders Financial Advisors 0.04% No change 924 $366K
Advus Financial Partners, LLC 0.09% Reduce -0.5% 920 $365K
Eq Wealth Advisors, LLC 0.21% Add +7.1% 918 $364K
American State Bank (Iowa) 0.17% Add +1.8% 918 $364K
ZynergyRetirementPlanningLLC 0.22% Reduce -4.6% 917 $363K
Bond & Devick Financial Network, Inc. 0.10% Reduce -0.7% 917 $363K
Drive Wealth Management, LLC 0.07% Reduce -24.3% 917 $363K
Teamwork Financial Advisors, LLC 0.04% Reduce -23.4% 916 $363K
Asset Allocation & Management Company, LLC 0.15% No change 915 $363K
Villere St Denis J & Co. LLC 0.04% No change 914 $362K
Opus Financial Solutions LLC 0.34% — 913 $362K
Plancorp, LLC 0.01% Add +0.6% 912 $361K
GatePass Capital, LLC 0.19% Add +51.3% 911 $361K
Snider Financial Group 0.10% No change 910 $361K
Summit Wealth Group LLC / Co. 0.05% New 910 $361K
Facet Wealth, Inc. 0.01% New 729 $361K
Merkkuri Wealth Advisors LLC 0.24% Reduce -0.6% 908 $360K
Key Financial Inc 0.07% Reduce -1.3% 905 $359K
Paragon Advisors, LLC 0.10% No change 904 $358K
Planning Center, Inc. 0.04% No change 903 $358K
Clark Capital Management Group, Inc. 0.00% Reduce -28.8% 903 $358K
Bare Financial Services, Inc 0.10% Add +18.5% 902 $357K
Forefront Wealth Partners, LLC 0.17% Add +6.8% 902 $357K
Yarger Wealth Strategies, LLC 0.15% No change 901 $357K
BTS Asset Management, Inc. 0.48% Reduce -4.4% 900 $357K
Atlantic Family Wealth, LLC 0.27% Reduce -10.4% 900 $357K
Peninsula Asset Management Inc. 0.18% No change 900 $357K
Viewpoint Capital Management LLC 0.15% No change 900 $357K
John A. Wolfe & Associates, Inc. 0.19% — 899 $356K
Round Rock Advisors LLC 0.05% Add +38.9% 897 $355K
Fulcrum Equity Management 0.34% New 895 $355K
Pandowealth. LLC 0.33% — 895 $355K
Pps&v Asset Management Consultants, Inc. 0.21% No change 895 $355K
Slagle Financial, LLC 0.12% Reduce -13.2% 894 $354K
Vestor Capital, LLC 0.03% Reduce -20.6% 710 $354K
RPS Advisory Solutions LLC 0.17% Reduce -1.9% 893 $354K
Donaldson Capital Management, LLC 0.01% New 891 $353K
Virginia Wealth Management Group, Inc. 0.21% Add +9.2% 890 $353K
SLT Holdings LLC 0.24% Add +1.5% 889 $352K
McCarter Private Wealth Services LLC 0.16% Add +2.1% 888 $352K
Solutions 4 Wealth, Ltd 0.53% Add +18.1% 887 $352K
KOM Wealth Management Group, LLC 0.25% Reduce -9.6% 885 $351K
Sachetta, LLC 0.19% No change 884 $350K
Range Advisory, LLC 0.09% — 884 $350K
Paller Financial Services Inc 0.28% — 883 $350K
Bitterroot Capital Advisors LLC 0.24% — 883 $350K
TruWealth Advisors, LLC 0.02% No change 882 $350K
Bruce G. Allen Investments, LLC 0.24% Reduce -4.0% 881 $349K
Kelly Financial Services LLC 0.09% Reduce -8.4% 879 $348K
Purpose Unlimited Inc. 0.02% — 878 $348K
Hoge Financial Services, LLC 0.19% Reduce -1.0% 877 $348K
River Street Advisors LLC 0.13% Add +33.7% 876 $347K
New Harbor Financial Group, LLC 0.06% No change 876 $347K
Atlantic Edge Private Wealth Management, LLC 0.09% Add +19.9% 875 $347K
Farrell Financial LLC 0.20% No change 875 $347K
WJ Interests, LLC 0.15% No change 875 $347K
Baring Financial LLC 0.21% Add +15.8% 873 $346K
Ranch Capital Advisors Inc. 0.13% No change 873 $346K
Delta Asset Management LLC 0.03% Add +0.6% 870 $345K
Grant Private Wealth Management Inc 0.21% Reduce -3.8% 869 $344K
Three Cord True Wealth Management, LLC 0.20% New 867 $344K
Uhlmann Price Securities, LLC 0.20% Reduce -21.1% 865 $343K
Powell Investment Advisors, LLC 0.12% Add +44.5% 864 $342K
Advocate Investing Services LLC 0.31% — 863 $342K
Bannerstone Capital Management, LLC 0.33% — 862 $342K
Core Wealth Advisors, Inc. 0.09% Reduce -17.0% 860 $341K
Strategic Family Wealth Counselors, L.L.C. 0.08% Add +0.7% 778 $340K
WestHill Financial Advisors, Inc. 0.06% Add +6.6% 856 $339K
Brightwater Advisory LLC 0.23% No change 855 $339K
Ackerman Capital Advisors, LLC 0.07% Add +18.6% 855 $339K
Lebenthal Global Advisors, LLC 0.05% New 854 $338K
Gambit Capital Management, LLC 0.24% — 853 $338K
Financial Security Advisor, Inc. 0.07% Add +1.1% 853 $338K
Rubicon Advisors, GP 0.32% — 852 $338K
Fielder Capital Group LLC 0.07% No change 852 $338K
Mountain Capital Investment Advisors Inc. 0.05% Reduce -67.7% 737 $338K
Peak Asset Management, LLC 0.06% Reduce -7.1% 850 $337K
Consultiva Wealth Management, Corp. 0.95% No change 850 $337K
Exit Wealth Advisors, LLC. 0.20% Add +21.5% 849 $336K
Hanover Advisors Inc. 0.13% No change 849 $336K
MRWM Advisors, LLC 0.18% No change 847 $336K
Anchor Capital Advisors LLC 0.01% New 847 $336K
Hickory Point Bank & Trust 0.24% No change 845 $335K
Cottage Street Advisors LLC 0.14% Add +6.4% 843 $334K
M3 Advisory Group, LLC 0.20% Add +21.0% 842 $334K
Shepherd Kaplan Krochuk, LLC 0.28% Reduce -12.3% 841 $333K
DMKC Advisory Services, LLC 0.15% New 840 $333K
TCP Asset Management, LLC 0.06% No change 839 $333K
Elm Partners Management LLC 0.02% Add +39.0% 838 $333K
Financial Perspectives, Inc 0.09% Add +5.0% 838 $332K
Sandhill Capital Partners LLC 0.02% Reduce -15.9% 838 $332K
LongView Wealth Management 0.08% Reduce -0.3% 785 $331K
Holderness Investments Co. 0.07% Reduce -11.4% 835 $331K
Principia Wealth Advisory, LLC 0.21% Reduce -2.9% 831 $329K
DKM Wealth Management, Inc. 0.24% No change 828 $328K
Aegis Financial Corp. 0.08% No change 828 $328K
Kavar Capital Partners Group, LLC 0.05% No change 825 $327K
K.J. Harrison & Partners Inc 0.04% Reduce -3.3% 825 $327K
Ballew Advisors, Inc 0.18% Reduce -11.8% 770 $325K
Prudent Investors Network, Inc. 0.07% Add +11.4% 818 $324K
Patrick M Sweeney & Associates, Inc. 0.20% Reduce -2.5% 816 $323K
Game Plan Financial Advisors, LLC 0.14% New 816 $323K
Haven Private, LLC 0.14% Reduce -6.0% 815 $323K
LBMC Investment Advisors, LLC 0.02% No change 815 $323K
Vermillion Wealth Management, Inc. 0.13% Add +8.5% 814 $323K
Blueline Advisors LLC 0.26% — 812 $322K
Gilman Hill Asset Management, LLC 0.05% No change 812 $322K
First Western Trust Bank 0.02% Add +3.8% 812 $322K
Princeton Capital Management LLC 0.08% Add +11.9% 809 $321K
Long Island Wealth Management, Inc. 0.15% No change 808 $320K
Parkshore Wealth Management, Inc. 0.12% No change 807 $320K
Clark Financial Services Group Inc. 0.17% No change 782 $320K
Cura Wealth Advisors, LLC 0.12% No change 806 $319K
Kera Capital Partners, Inc. 0.04% No change 717 $319K
Wilson & Boucher Capital Management, LLC 0.21% No change 805 $319K
Heritage Wealth Management, Inc. 0.09% Reduce -29.1% 805 $319K
Center for Financial Planning, Inc. 0.03% Add +2.8% 804 $319K
First Financial Bankshares Inc 0.01% No change 801 $317K
Orion Capital Management LLC 0.11% No change 800 $317K
Commonwealth Retirement Investments LLC 0.10% Reduce -46.7% 800 $317K
Gibson Capital, LLC 0.06% No change 800 $317K
Barr E S & Co. 0.02% No change 800 $317K
Fiera Capital Corp 0.00% No change 800 $317K
GR Financial Group, LLC 0.07% Reduce -16.8% 800 $317K
SOL Capital Management CO 0.03% Reduce -68.6% 800 $317K
Barnes Pettey Financial Advisors, LLC 0.16% No change 798 $316K
Bay Capital Advisors, LLC 0.19% No change 794 $315K
Cascade Investment Advisors, Inc. 0.18% Add +17.0% 793 $314K
Detalus Advisors, LLC 0.08% No change 792 $314K
First Nebraska Trust Co 0.03% No change 792 $314K
Momentous Wealth Management, Inc. 0.18% New 791 $313K
Consilium Wealth Advisory, LLC 0.12% New 790 $313K
Weitzel Financial Services, Inc. 0.12% Add +2.6% 785 $313K
FWG Holdings, LLC 0.12% Add +2.8% 701 $312K
Summit Investment Advisory Services, LLC 0.12% Add +5.4% 786 $312K
Moneywise, Inc. 0.13% Add +1.3% 785 $311K
XY Planning Network, Inc. 0.05% New 784 $311K
Capital Investment Counsel, LLC 0.04% Add +4.7% 783 $310K
Sonoma Allocations LLC 0.10% Reduce -1.1% 724 $310K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.49% — 780 $309K
Divergent Planning, LLC 0.08% No change 775 $309K
Bernicke Wealth Management, Ltd. 0.04% — 776 $308K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.4% 776 $308K
Confluence Investment Management LLC 0.00% Reduce -2.4% 776 $308K
Intelligent Financial Strategies 0.15% No change 775 $307K
Strategic Equity Management 0.10% No change 775 $307K
Endeavor Private Wealth, Inc. 0.09% Add +8.4% 775 $307K
Stokes Family Office, LLC 0.03% No change 775 $307K
Cypress Capital Management LLC (WY) 0.30% No change 774 $307K
Parr McKnight Wealth Management Group, LLC 0.04% Add +3.4% 772 $306K
Studio Investment Management LLC 0.06% No change 770 $305K
Condor Capital Management 0.02% No change 770 $305K
Graves Light Lenhart Wealth, Inc. 0.03% Reduce -20.1% 769 $305K
PMG Wealth Management, Inc. 0.22% Reduce -3.1% 768 $304K
True Vision MN LLC 0.15% Add +3.2% 768 $304K
Phil A. Younker & Associates, Ltd. 0.21% Reduce -1.9% 766 $304K
Peachtree Investment Partners, LLC 0.10% New 766 $304K
Great Diamond Partners, LLC 0.06% No change 765 $303K
Faithward Advisors, LLC 0.04% Add +4.2% 765 $303K
Insight Wealth Strategies, LLC 0.03% Reduce -14.4% 764 $303K
McDonough Capital Management, Inc 0.15% Add +6.4% 762 $302K
William Mack & Associates, Inc. 0.14% Add +2.0% 760 $301K
Colonial River Investments, LLC 0.11% Add +15.7% 759 $301K
Barden Capital Management, Inc. 0.25% Add +21.3% 757 $300K
Marmo Financial Group, LLC 0.14% No change 757 $300K
Pine Haven Investment Counsel, Inc 0.21% No change 754 $299K
Capital Planning LLC 0.08% No change 750 $299K
Dover Advisors, LLC 0.12% Reduce -64.0% 753 $298K
Thrive Wealth Management, LLC 0.04% No change 753 $298K
Wealth Architects, LLC 0.03% New 753 $298K
Vantage Point Financial LLC 0.11% Reduce -1.4% 751 $298K
Black Swift Group, LLC 0.05% Reduce -91.7% 750 $297K
Fishman Jay A Ltd. 0.02% New 750 $297K
Accredited Investor Services, LLC 0.20% No change 747 $296K
Birchcreek Wealth Management, LLC 0.14% No change 742 $294K
North Forty Two & Co. 0.28% No change 741 $294K
First County Bank 0.15% No change 740 $293K
Vawter Financial, Ltd. 0.12% No change 740 $293K
Meriwether Wealth & Planning, LLC 0.17% No change 738 $292K
Lake Street Private Wealth, LLC 0.04% Reduce -14.5% 738 $292K
Rodgers Brothers Inc. 0.04% No change 738 $292K
TTP Investments, Inc. 0.10% Reduce -0.1% 738 $292K
Clean Yield Group 0.08% No change 735 $291K
Paragon Capital Management Inc. 0.23% No change 734 $291K
Beacon Bank & Trust 0.06% No change 734 $291K
3EDGE Asset Management, LP 0.02% Reduce -8.3% 733 $291K
Eaton-Cambridge Inc. 0.10% No change 733 $290K
JM2 Capital Inc. 0.23% — 731 $290K
Simmons Bank 0.02% New 730 $289K
Cadinha & Co. LLC 0.04% No change 730 $289K
Rolek Wealth Management LLC 0.20% New 729 $289K
October Effect Ltd 0.32% Add +2.1% 728 $289K
Diversified Portfolios, Inc. 0.02% No change 728 $289K
Interactive Financial Advisors, Inc. 0.19% New 727 $288K
Accretive Wealth Partners, LLC 0.09% No change 727 $288K
Waddell & Associates, LLC 0.02% Reduce -4.7% 727 $288K
Osprey Private Wealth LLC 0.08% Add +26.1% 725 $287K
Z3 Capital Partners, LLC 0.07% — 725 $287K
Financial Network Wealth Advisors LLC 0.30% Add +16.6% 722 $286K
Impact Investors, Inc 0.20% Reduce -5.1% 721 $286K
RVW Wealth, LLC 0.02% New 720 $285K
Pathway Financial Advisors LLC 0.04% No change 690 $285K
AAF Wealth Management, LLC 0.12% Reduce -47.8% 719 $285K
Power Wealth Management LLC 0.10% Add +17.5% 718 $285K
NorthAvenue LLC 0.24% — 717 $284K
Mission Hills Financial Advisory, LLC 0.15% Reduce -12.2% 717 $284K
Taylor Securities Services, Inc. 0.13% — 716 $284K
IRON Financial LLC 0.13% No change 713 $283K
Cladis Investment Advisory, LLC 0.15% No change 712 $282K
Synergy Investment Management, LLC 0.10% Add +6.8% 712 $282K
McIlrath & Eck, LLC 0.03% No change 710 $281K
Rollins Financial Advisors, LLC 0.04% No change 709 $281K
IAG Wealth Partners, LLC 0.03% Reduce -7.1% 708 $281K
Royal Capital Wealth Management, LLC 0.17% No change 707 $280K
MRA Advisory Group 0.12% Reduce -10.2% 707 $280K
Financial Advisors Network, Inc. 0.04% New 707 $280K
Dynamic Technology Lab Private Ltd 0.06% Reduce -38.5% 706 $280K
Register Financial Advisors LLC 0.11% No change 704 $279K
Smith Chas P & Associates Pa Cpas 0.01% Add +0.7% 702 $278K
Wealth Analytics Partners, LLC 0.11% — 701 $278K
Hudson Value Partners, LLC 0.08% No change 700 $278K
One Plus One Wealth Management, LLC 0.13% No change 700 $277K
Sonata Capital Group Inc. 0.10% No change 700 $277K
Alaska Wealth Advisors, LLC 0.04% No change 700 $277K
REDW Wealth LLC 0.11% Reduce -19.6% 697 $276K
Peak Retirement Planning, Inc. 0.06% Reduce -20.3% 697 $276K
Nicolet Advisory Services, LLC 0.02% Reduce -12.3% 654 $276K
Payne Capital Management, LLC 0.09% No change 697 $276K
Cedar Wealth Management, LLC 0.08% Reduce -14.7% 695 $275K
Callahan Advisors, LLC 0.02% Reduce -13.7% 695 $275K
PVG Asset Management Corp. 0.59% New 694 $275K
Koss-Olinger Consulting, LLC 0.02% Reduce -0.9% 695 $275K
Triton Wealth Management, PLLC 0.10% New 606 $275K
Northern Capital Management, Inc. 0.15% Add +1.9% 693 $275K
Fagan Associates, Inc. 0.04% No change 692 $274K
Rockbridge Investment Management, LCC 0.03% Reduce -2.8% 691 $274K
GAMMA Investing LLC 0.01% Add +15.2% 690 $273K
Main Street Research LLC 0.02% No change 689 $273K
Semus Wealth Partners LLC 0.15% New 688 $273K
A&I Financial Services, LLC 0.13% Reduce -22.4% 687 $272K
Granite Islands Private Wealth, LLC 0.25% — 686 $272K
Oak Harvest Investment Services 0.03% New 686 $272K
Kearns & Associates LLC 0.14% No change 685 $271K
Pachira Investments Inc. 0.13% Add +19.2% 684 $271K
Kathmere Capital Management, LLC 0.02% Reduce -32.2% 684 $271K
Copley Financial Group, Inc. 0.17% Reduce -8.3% 682 $270K
Discovery Capital Management, LLC / CT 0.01% New 682 $270K
Foster Dykema Cabot & Partners, LLC 0.02% No change 681 $270K
Empire Financial Management Company, LLC 0.06% Reduce -1.3% 680 $269K
Magnolia Capital Advisors LLC 0.06% Add +19.1% 680 $269K
BankPlus Trust Department 0.07% No change 678 $269K
Echo45 Advisors LLC 0.15% No change 677 $268K
Whelan Financial 0.08% No change 677 $268K
Focused Wealth Management, Inc 0.03% Reduce -20.4% 676 $268K
Waycross Investment Management Co 0.24% Reduce -33.6% 676 $268K
Oberweis Asset Management Inc./ 0.01% New 675 $268K
Efficient Advisors, LLC 0.02% Reduce -0.1% 675 $267K
Dougherty & Associates, LLC 0.24% — 672 $266K
Hoey Investments, Inc. 0.04% Add +59.5% 670 $266K
Compass Capital Corp. /Ma/ 0.10% New 576 $265K
Opal Wealth Advisors, LLC 0.07% Reduce -22.4% 668 $265K
Salomon & Ludwin, LLC 0.02% Reduce -0.1% 647 $264K
Tranquility Partners, LLC 0.10% Reduce -23.5% 667 $264K
Bill Few Associates, Inc. 0.07% Reduce -4.4% 667 $264K
Hughes Financial Services, LLC 0.04% Add +3.4% 667 $264K
Norden Group LLC 0.03% Add +2.8% 667 $264K
Select Asset Management & Trust 0.08% Reduce -42.9% 666 $264K
Doliver Advisors, LP 0.07% Reduce -27.8% 666 $264K
Fortune Financial Advisors, LLC 0.18% New 665 $264K
Ferguson Shapiro LLC 0.08% New 665 $264K
Stone House Investment Management, LLC 0.04% Add +12.7% 665 $264K
RiverFront Investment Group, LLC 0.00% No change 665 $264K
Monetary Solutions, Ltd 0.26% — 663 $263K
Miller Global Investments, LLC 0.24% — 663 $263K
ODonnell Financial Services, LLC 0.09% Add +1.5% 663 $263K
AA Financial Advisors, LLC 0.05% Add +4.4% 661 $262K
Colony Family Offices, LLC 0.07% Reduce -12.2% 660 $262K
Portside Wealth Group, LLC 0.04% Add +12.7% 656 $260K
Abbot Financial Management, Inc. 0.11% No change 655 $260K
Wealth Group Ltd 0.06% New 654 $259K
BCR Wealth Strategies, LLC 0.09% No change 656 $259K
Operose Advisors LLC 0.06% Add +0.3% 653 $259K
Allium Financial Advisors, LLC 0.21% No change 653 $259K
Private Capital Advisors, Inc. 0.03% New 653 $259K
Partners Wealth Management, LLC 0.27% Reduce -38.2% 651 $258K
WealthTrust Axiom LLC 0.07% Reduce -6.6% 650 $258K
Lagoda Investment Management, L.P. 0.15% No change 650 $258K
Marshall Financial Group, LLC 0.05% No change 648 $257K
Charter Oak Capital Management, LLC 0.02% New 648 $257K
Brasada Capital Management, LP 0.04% No change 644 $256K
Putney Financial Group LLC 0.24% No change 647 $256K
Claris Financial LLC 0.14% Add +0.8% 647 $256K
Cooper/Haims Advisors, LLC 0.12% New 647 $256K
Annis Gardner Whiting Capital Advisors, LLC 0.05% New 647 $256K
Canandaigua National Bank & Trust Co. 0.02% Reduce -0.8% 646 $256K
Key Capital Management, INC 0.25% — 645 $256K
Paul R. Ried Financial Group, LLC 0.12% Reduce -10.3% 644 $255K
Contravisory Investment Management, Inc. 0.05% No change 644 $255K
Wealth Management Strategies, Inc. 0.12% Add +10.3% 643 $255K
Alessandra Capital Management, LLC 0.23% — 641 $254K
Lantern Wealth Advisors, LLC 0.14% No change 641 $254K
Total Investment Management Inc. 0.03% No change 638 $253K
Alpha Zero LLC 0.14% New 637 $252K
Juno Financial Group LLC 0.10% — 636 $252K
Novare Capital Management LLC 0.02% Reduce -10.6% 633 $251K
Rooted Wealth Advisors, Inc. 0.07% Reduce -3.0% 552 $251K
Slocum, Gordon & Co LLP 0.18% Add +1.9% 630 $250K
Signal Tree Financial Partners LLC 0.19% No change 627 $248K
Wills Financial Group LLC 0.10% No change 627 $248K
Smith Salley Wealth Management 0.01% No change 626 $248K
Baldwin Investment Management, LLC 0.03% No change 625 $248K
Team Hewins, LLC 0.08% Reduce -16.7% 624 $247K
Clearstead Trust, LLC 0.04% Reduce -3.1% 624 $247K
Wealthquest Corp 0.02% New 624 $247K
Euro Pacific Asset Management, LLC 0.03% Reduce -8.3% 656 $247K
Serenity Investment Advisors 0.14% — 600 $247K
Stewardship Advisors, LLC 0.06% Reduce -44.1% 622 $247K
Liberty Square Wealth Partners LLC 0.07% Reduce -25.3% 620 $246K
Byrne Financial Freedom, LLC 0.11% Add +6.7% 619 $245K
Tru Independence Asset Management 2, LLC 0.15% No change 619 $245K
Elgethun Capital Management 0.04% Add +0.2% 616 $244K
Atlas Wealth LLC 0.10% No change 615 $244K
LifePlan Financial, LLC 0.19% No change 613 $243K
Canandaigua National Trust Co of Florida 0.15% No change 613 $243K
Planning Project LLC 0.06% — 611 $242K
Crusonia Wealth Advisors LLC 0.05% — 611 $242K
Burton Enright Welch 0.03% No change 610 $242K
PCG Asset Management, LLC 0.19% Reduce -0.8% 608 $242K
Revolve Wealth Partners, LLC 0.03% Reduce -14.1% 609 $241K
Boston Common Asset Management, LLC 0.01% No change 609 $241K
Lloyd Advisory Services, LLC. 0.09% Reduce -43.3% 607 $241K
Premier Private Wealth Management LLC 0.25% — 562 $240K
Berman McAleer LLC 0.03% No change 605 $240K
Secured Retirement Advisors, LLC 0.13% Reduce -22.8% 602 $239K
Hunting Hill Global Capital, LLC 0.24% Reduce -98.6% 600 $238K
Western Pacific Wealth Management, LP 0.23% No change 600 $238K
WFA of San Diego, LLC 0.17% No change 600 $238K
Lummis Asset Management, LP 0.15% Add +3.5% 600 $238K
General Partner, Inc. 0.13% No change 600 $238K
Trust Co. of Oklahoma 0.07% No change 600 $238K
Laffer Tengler Investments, Inc. 0.04% No change 600 $238K
GHP Investment Advisors, Inc. 0.01% No change 600 $238K
LYNX Capital Group Ltd. 0.11% Reduce -50.1% 599 $237K
Pacific Excel Wealth Advisors, Inc. 0.45% — 523 $237K
Jackson Wealth Management, LLC 0.02% Reduce -13.9% 599 $237K
Foster & Motley Inc. 0.01% Reduce -22.3% 597 $237K
John Boyer, Inc. 0.24% No change 596 $236K
Rock Point Advisors, LLC 0.06% No change 595 $236K
RFP Financial Group LLC 0.11% Reduce -29.1% 591 $234K
Financial Consulate, Inc. 0.03% Reduce -11.7% 590 $234K
Concord Wealth Partners 0.03% Add +17.3% 590 $234K
Oasis Advisors, LLC 0.12% — 588 $233K
Abner Herrman & Brock LLC 0.02% Reduce -13.3% 587 $233K
Pacifica Partners Inc. 0.10% Reduce -0.2% 585 $233K
LifePlan Investment Advisors, Inc. 0.09% New 587 $233K
TradeWell Securities, LLC. 0.09% New 587 $233K
Sage Financial Management Group, Inc. 0.07% New 587 $233K
OakTrust Wealth Advisors, LLC 0.21% — 586 $232K
Security Financial Services, INC. 0.04% Add +0.7% 586 $232K
Covestor Ltd 0.12% Add +55.7% 584 $232K
Patton Albertson Miller Group, LLC 0.03% New 585 $232K
Lincoln Capital LLC 0.04% Reduce -43.5% 585 $232K
Aegis Wealth Management, Inc. 0.18% — 584 $231K
SFI Advisors, LLC 0.15% New 584 $231K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% No change 584 $231K
Cape Investment Advisory, Inc. 0.07% Add +278.6% 583 $231K
Greenwood Capital Associates LLC 0.03% Reduce -45.1% 583 $231K
Hamilton Capital, LLC 0.01% — 582 $231K
LCM Capital Management Inc 0.11% New 581 $230K
360 Financial, Inc. 0.07% New 581 $230K
QTR Family Wealth, LLC 0.10% Reduce -25.0% 497 $230K
Cobblestone Asset Management LLC 0.10% No change 579 $229K
Pennsylvania Capital Management Inc. 0.06% New 579 $229K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% New 579 $229K
Global Wealth Management Investment Advisory, Inc. 0.04% New 579 $229K
Crown Wealth Group, LLC 0.06% New 578 $229K
Westwood Holdings Group Inc. 0.00% New 578 $229K
Foundry Financial Group, Inc. 0.11% Add +0.9% 577 $229K
Rockline Wealth Management, LLC 0.05% New 577 $229K
Silver Oak Advisory Group, Inc. 0.10% Reduce -16.9% 577 $228K
Vista Investment Management 0.08% Reduce -29.0% 574 $227K
Lakeridge Wealth Management LLC 0.10% No change 574 $227K
Spinnaker Investment Group, LLC 0.04% Reduce -0.5% 573 $227K
FLP Wealth Management, LLC 0.54% New 572 $227K
Kirkwood Financial Services 0.08% No change 571 $226K
Prasad Wealth Partners, LLC 0.06% Reduce -6.6% 568 $225K
4WEALTH Advisors, Inc. 0.19% Add +14.6% 567 $225K
Capital Planning Advisors, LLC 0.03% New 567 $225K
TSA Wealth Managment LLC 0.07% No change 566 $224K
Fingerlakes Wealth Management, Inc. 0.14% Reduce -11.0% 565 $224K
Investor's Fiduciary Advisor Network, LLC 0.05% No change 565 $223K
West Branch Capital LLC 0.06% Reduce -8.2% 562 $223K
Advisory Advocates, LLC 0.22% — 562 $223K
Founders Grove Wealth Partners, LLC 0.05% New 561 $222K
Millstone Evans Group, LLC 0.13% Reduce -17.0% 560 $222K
SFE Investment Counsel 0.03% Reduce -18.4% 560 $222K
Sterling Capital Management LLC 0.00% No change 560 $222K
Ketron Financial 0.07% — 559 $222K
Seven Mile Advisory 0.04% New 557 $221K
E6 Portfolios, LLC 0.25% — 556 $220K
Seneschal Advisors, LLC 0.16% Reduce -3.3% 556 $220K
Financial Alternatives, Inc 0.13% Reduce -15.2% 556 $220K
Precedent Wealth Partners, LLC 0.05% New 556 $220K
Capital Markets Trading UK LLP 0.27% New 555 $220K
Fusion Capital, LLC 0.06% New 555 $220K
Brooks, Moore & Associates, Inc. 0.11% New 554 $220K
Cherry Creek Investment Advisors, Inc. 0.09% New 554 $220K
HT Partners LLC 0.07% New 554 $220K
Vident Advisory, LLC 0.00% New 554 $220K
Sage Advisors, LLC 0.15% New 553 $219K
Tufton Capital Management 0.04% New 555 $219K
Journey Beyond Wealth, LLC 0.17% New 552 $219K
Abundance Wealth Counselors 0.04% New 552 $219K
My Personal CFO, LLC 0.09% New 552 $219K
Aspen Wealth Strategies, LLC 0.12% New 551 $218K
Syntegra Private Wealth Group, LLC 0.02% Reduce -10.6% 551 $218K
Pilgrim Partners Asia Pte Ltd 0.10% No change 550 $218K
RFG - Bristol Wealth Advisors, LLC 0.06% New 550 $218K
Evermay Wealth Management LLC 0.02% Add +6.8% 550 $218K
Cookson Peirce & Co. Inc. 0.01% Reduce -26.7% 550 $218K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -11.7% 542 $218K
Redstone Wealth Management, LLC 0.17% — 547 $217K
Lakeshore Financial Planning, Inc. 0.08% New 547 $217K
Councilor Wealth, LLC 0.10% New 544 $216K
Shira Ridge Wealth Management 0.09% New 544 $216K
Strata Wealth Advisors, LLC 0.06% Reduce -32.0% 544 $216K
Prospect Financial Services LLC 0.12% New 544 $216K
Piscataqua Savings Bank 0.15% No change 544 $216K
Mraz, Amerine & Associates, Inc. 0.03% New 543 $215K
Ervin Investment Management, LLC 0.12% New 543 $215K
Valley Wealth Managers, Inc. 0.01% Add +149.8% 542 $215K
Cheviot Value Management, LLC 0.02% No change 434 $215K
American National Bank & Trust 0.02% Add +63.4% 541 $214K
Greenberg Financial Group 0.09% — 540 $214K
Bonfire Financial 0.16% New 539 $214K
Wagner Wealth Management, LLC 0.05% New 539 $214K
Bank Hapoalim BM 0.02% New 538 $213K
ForthRight Wealth Management, LLC 0.06% New 537 $213K
Highland Financial Advisors, LLC 0.06% New 537 $213K
Bcwm, LLC 0.06% New 536 $212K
Washburn Capital Management, Inc. 0.12% New 535 $212K
Birch Capital Management, LLC 0.11% No change 535 $212K
Blue Jean Financial LLC 0.17% — 534 $212K
McGowan Group Asset Management, Inc. 0.03% New 529 $210K
Elevation Wealth Partners, LLC 0.07% No change 528 $209K
Sanchez Wealth Management Group 0.04% Reduce -23.6% 528 $209K
Pacific Sun Financial Corp 0.10% New 527 $209K
Perryman Financial Advisory Inc. 0.03% — 527 $209K
Arbor Capital Management Inc. 0.17% New 512 $208K
Absolute Capital Management, LLC 0.08% New 526 $208K
St Germain D J Co. Inc. 0.01% Reduce -2.8% 526 $208K
Smallwood Wealth Investment Management, LLC 0.11% Add +5.2% 525 $208K
Boyer Financial Services, Inc. 0.22% — 520 $207K
Bush Investment Group, LLC 0.12% New 522 $207K
Third View Private Wealth, LLC 0.03% — 522 $207K
TCV Trust & Wealth Management, Inc. 0.02% New 522 $207K
Field & Main Bank 0.06% Add +1.0% 521 $206K
Elevation Wealth Management LLC 0.20% — 520 $206K
Meritas Wealth Management, LLC 0.10% New 518 $205K
WoodTrust Financial Corp 0.02% New 517 $205K
Leverty Financial Group, LLC 0.05% New 517 $205K
Entruity Wealth, LLC 0.15% New 516 $204K
Washington Growth Strategies LLC 0.13% New 516 $204K
Kintra Wealth, LLC 0.03% New 516 $204K
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.01% Reduce -22.4% 515 $204K
Clarity Financial LLC 0.02% Reduce -19.1% 514 $204K
Flatrock Wealth Partners LLC 0.10% — 514 $204K
Brown Wealth Management, LLC 0.05% New 511 $203K
Bangor Savings Bank 0.02% Add +13.6% 511 $203K
Cape Ann Savings Bank 0.10% New 510 $202K
Am Investment Strategies LLC 0.04% New 510 $202K
Sierra Summit Advisors LLC 0.03% Reduce -16.7% 508 $201K
Treasure Coast Financial Planning 0.11% New 505 $200K
Prosperity Wealth Management, Inc. 0.07% New 505 $200K
Breakwater Capital Group 0.03% New 505 $200K
Resources Management Corp. /CT/ 0.03% No change 505 $200K
Miller Capital Partners, Inc. 0.10% — 500 $198K
Hikari Tsushin, Inc. 0.01% New 500 $198K
Peoples Financial Services Corp. 0.09% No change 500 $198K
Morton Brown Family Wealth, LLC 0.05% No change 493 $195K
Old Second National Bank of Aurora 0.04% No change 489 $194K
PayPay Securities Corp 5.62% Reduce -27.4% 483 $191K
Silicon Valley Capital Partners 0.02% Reduce -5.9% 482 $191K
MidAtlantic Capital Management, Inc. 0.12% New 467 $185K
Bullock Wealth Management Group 0.09% — 467 $185K
Cary Street Partners Investment Advisory LLC 0.05% Add +10.7% 467 $185K
New England Capital Financial Advisors LLC 0.07% Add +2.5% 458 $182K
Howard Capital Management Group, LLC 0.01% Add +32.5% 457 $181K
MilWealth Group LLC 0.04% No change 456 $181K
Cutler Capital Management, LLC 0.07% No change 456 $181K
SOA Wealth Advisors, LLC. 0.03% No change 455 $180K
Redmont Wealth Advisors LLC 0.27% No change 454 $180K
Sittner & Nelson, LLC 0.06% Add +33.6% 394 $179K
Navalign, LLC 0.04% New 452 $179K
Walleye Capital LLC 0.00% Reduce -98.6% 436 $173K
Gilpin Wealth Management, LLC 0.14% — 431 $171K
Vision Financial Markets LLC 0.17% Add +1.2% 430 $170K
Tradewinds Capital Management, LLC 0.04% No change 430 $170K
Quattro Advisors LLC 0.13% — 425 $168K
Johnson Financial Group, Inc. 0.01% No change 423 $168K
Triumph Capital Management 0.04% New 418 $166K
Cherry Tree Wealth Management, LLC 0.03% Add +8.5% 410 $162K
Cedar Mountain Advisors, LLC 0.03% No change 408 $162K
Truvestments Capital LLC 0.03% No change 406 $161K
American Wealth Advisors, LLC 0.16% No change 400 $159K
Vermillion & White Wealth Management Group, LLC 0.09% No change 398 $158K
TD Capital Management LLC 0.01% Add +5.1% 394 $156K
POM Investment Strategies, LLC 0.08% Add +5500.0% 392 $155K
Garton & Associates Financial Advisors LLC 0.09% — 386 $153K
Missouri Trust & Investment Co 0.04% Add +4.3% 386 $153K
Founders Capital Management 0.07% No change 360 $143K
Chung Wu Investment Group, LLC 0.12% No change 358 $142K
Optiver Holding B.V. 0.00% New 358 $142K
Burkett Financial Services, LLC 0.05% Reduce -4.8% 356 $141K
McMillan Office, Inc. 0.02% — 350 $139K
Addison Advisors LLC 0.03% Add +20.3% 338 $134K
Tripletail Wealth Management, LLC 0.17% No change 337 $134K
Pioneer Family Office, LLC 0.09% — 333 $132K
Obsidian Cio, LLC 0.19% Reduce -93.5% 323 $128K
Godsey & Gibb, Inc. 0.01% No change 322 $128K
TFC Financial Management, Inc. 0.02% Add +82.9% 320 $127K
Holos Integrated Wealth LLC 0.07% No change 311 $124K
GoalVest Advisory LLC 0.02% Reduce -42.6% 304 $120K
Tacita Capital Inc 0.07% No change 300 $119K
Richard W. Paul & Associates, LLC 0.04% Reduce -22.7% 297 $118K
Costello Asset Management, INC 0.04% No change 297 $118K
Roxbury Financial LLC 0.11% Add +68.2% 296 $117K
Crews Bank & Trust 0.02% Add +5.4% 293 $116K
Brown, Lisle/Cummings, Inc. 0.03% Reduce -20.5% 291 $115K
Proffitt & Goodson Inc. 0.02% No change 290 $115K
RMG Wealth Management LLC 0.01% No change 256 $114K
Toth Financial Advisory Corp. 0.01% No change 286 $113K
Kentucky Trust Co 0.06% Reduce -26.0% 285 $113K
Motiv8 Investments LLC 0.06% New 277 $110K
Entrust Financial LLC 0.08% — 277 $110K
High Point Wealth Management, LLC 0.10% — 276 $109K
Mowery & Schoenfeld Wealth Management, LLC 0.16% No change 275 $109K
SIMA Wealth Partners, LLC 0.08% No change 273 $108K
Creative Capital Management Investments LLC 0.03% No change 272 $108K
CDKV Holdings LLC 0.09% — 265 $105K
Bell Investment Advisors, Inc 0.02% No change 265 $105K
Acumen Wealth Advisors, LLC 0.03% — 250 $99K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $99K
Halbert Hargrove Global Advisors, LLC 0.00% Reduce -10.7% 242 $96K
Anfield Capital Management, LLC 0.03% No change 238 $94K
Davis Capital Management 0.06% Add +588.2% 234 $93K
Pension & Wealth Management Advisors, Inc. 0.03% Reduce -7.8% 225 $89K
Summer Road LLC 0.06% No change 225 $89K
Strive Financial Group ,LLC 0.05% — 222 $88K
United Community Bank 0.03% Reduce -92.9% 219 $87K
Hager Investment Management Services, LLC 0.05% Add +1218.8% 211 $84K
Hilton Head Capital Partners, LLC 0.05% — 210 $83K
Frazier Financial Advisors, LLC 0.05% No change 209 $83K
Luken Investment Analytics, LLC 0.03% New 205 $81K
Front Row Advisors LLC 0.03% No change 200 $79K
Abound Financial, LLC 0.03% New 195 $77K
Elevated Capital Advisors, LLC 0.02% New 191 $76K
New Millennium Group LLC 0.03% Add +38.7% 190 $75K
Caldwell Sutter Capital, Inc. 0.03% Reduce -21.3% 185 $73K
Bayban 0.06% — 182 $72K
Kingdom Financial Group LLC. 0.02% New 182 $72K
Godfrey Financial Associates, Inc. 0.06% — 179 $71K
Camelot Portfolios, LLC 0.04% New 178 $70K
Roble, Belko & Company, Inc 0.01% No change 177 $70K
JDM Financial Group LLC 0.03% No change 171 $68K
Inlight Wealth Management, LLC 0.02% No change 171 $68K
Advantage Trust Co 0.03% No change 170 $67K
Abound Wealth Management 0.02% Add +564.0% 166 $66K
Keystone Financial Group, Inc. 0.03% No change 163 $65K
MCF Advisors LLC 0.00% No change 162 $64K
Wealth Watch Advisors, INC 0.02% Add +300.0% 156 $62K
Aventus Investment Advisors, Inc. 0.05% No change 150 $59K
Mb, Levis & Associates, LLC 0.03% No change 150 $59K
Fortitude Family Office, LLC 0.01% Reduce -30.2% 150 $59K
Basepoint Wealth LLC 0.04% New 150 $59K
Murphy & Mullick Capital Management Corp 0.04% Add +31.3% 147 $58K
Imprint Wealth LLC 0.27% Reduce -50.0% 146 $58K
Kilter Group LLC 0.03% No change 145 $57K
Team Financial Group, LLC 0.03% Add +243.9% 141 $56K
REAP Financial Group, LLC 0.01% No change 140 $55K
Security National Bank 0.01% No change 137 $54K
Nvest Wealth Strategies, Inc. 0.04% — 135 $54K
Decker Retirement Planning Inc. 0.03% Reduce -9.2% 129 $51K
Compass Financial Services Inc 0.02% Add +48.8% 122 $48K
First PREMIER Bank 0.01% No change 120 $48K
Ares Financial Consulting, LLC 0.05% — 120 $48K
Meramec Financial Planners, LLC 0.02% — 104 $47K
Kings Path Partners LLC 0.02% Reduce -80.5% 119 $47K
DecisionPoint Financial, LLC 0.01% New 117 $46K
DHJJ Financial Advisors, Ltd. 0.01% No change 113 $45K
Three Bearings Fiduciary Advisors, Inc. 0.04% — 100 $44K
Steigerwald, Gordon & Koch Inc. 0.00% Add +28.7% 112 $44K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 105 $42K
First Command Advisory Services, Inc. 0.00% Reduce -25.0% 105 $42K
Asset Management One Co., Ltd. 0.00% No change 100 $40K
Islay Capital Management, LLC 0.02% Reduce -2.9% 100 $40K
Legacies Wealth LLC 0.02% No change 100 $40K
Prosperity Bancshares Inc 0.04% — 99 $39K
Gold Investment Management Ltd. 0.01% No change 98 $39K
2UniFi Bank 0.02% Add +15.0% 92 $36K
Wilkerson Advisory Group LLC 0.01% — 92 $36K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 87 $34K
Chapman Financial Group, LLC 0.02% No change 85 $34K
Networth Advisors, LLC 0.02% — 85 $34K
4Thought Financial Group Inc. 0.02% Add +1.2% 82 $32K
Sunrise Financial Services, LLC 0.02% — 81 $32K
Ascentis Wealth Management, LLC 0.01% No change 81 $32K
CNB Bank 0.01% No change 80 $32K
USA Financial Formulas 0.01% New 78 $31K
Signature Resources Capital Management, LLC 0.01% No change 75 $30K
Financial Avengers, Inc. 0.01% Add +15.4% 75 $30K
Bernard Wealth Management Corp. 0.01% Add +7.6% 71 $28K
Eukles Asset Management 0.01% New 67 $27K
Timmons Wealth Management, LLC 0.03% — 66 $26K
Pflug Koory, LLC 0.01% No change 65 $26K
WPG Advisers, LLC 0.02% New 64 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 60 $24K
KERR FINANCIAL PLANNING Corp 0.03% No change 53 $24K
Broadwater Capital Management LLC 0.02% No change 59 $23K
South Plains Financial, Inc. 0.01% New 59 $23K
True Wealth Design, LLC 0.01% No change 56 $22K
Thompson Investment Management, Inc. 0.00% No change 55 $22K
Alerus Financial NA 0.00% No change 55 $22K
Sfam, LLC 0.02% — 50 $20K
Optima Capital LLC 0.01% New 50 $20K
Acima Private Wealth, LLC 0.01% No change 50 $20K
Comprehensive Financial Planning, Inc. 0.01% No change 48 $19K
Navigoe, LLC 0.01% Add +20.0% 48 $19K
Oakum Bay Capital LLC 0.01% — 46 $18K
Trust Co 0.00% New 42 $17K
Pinney & Scofield, Inc. 0.01% No change 41 $16K
Central Pacific Bank - Trust Division 0.00% New 39 $15K
Valued Wealth Advisors LLC 0.01% No change 35 $14K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 34 $13K
Milestone Investment Advisors LLC 0.00% No change 32 $13K
Atwood & Palmer Inc. 0.00% No change 31 $12K
Sankala Group LLC 0.01% — 25 $12K
Merrithew & Thorsten Inc 0.01% — 31 $12K
FNY Investment Advisers, LLC 0.00% New 32 $12K
Quarry LP 0.00% New 30 $12K
LM Advisors LLC 0.05% Reduce -58.3% 4,697 $12K
Evolution Advisers, Inc. 0.00% New 28 $11K
Transce3nd, LLC 0.08% No change 22 $10K
Barnes Dennig Private Wealth Management LLC 0.01% No change 26 $10K
Russell Investments Group, Ltd. 0.00% New 24 $10K
RHL Group, LLC 0.01% — 23 $9K
Horizon Bancorp Inc. 0.00% No change 20 $8K
Rialto Wealth Management, LLC 0.00% New 20 $8K
Graney & King, LLC 0.00% No change 20 $8K
Midwest Capital Advisors, LLC 0.00% No change 20 $8K
Garner Asset Management Corp 0.00% New 20 $8K
Global Wealth Strategies & Associates 0.00% Reduce -31.0% 20 $8K
Inspire Investing, LLC 0.00% New 18 $7K
IFS Advisors, LLC 0.00% No change 16 $6K
Bellevue Asset Management, LLC 0.00% No change 12 $5K
Horizons Wealth Management 0.00% Reduce -21.4% 11 $4K
SWAN Capital LLC 0.00% No change 10 $4K
Country Trust Bank 0.00% Reduce -75.0% 10 $4K
Macquarie Group Ltd. 0.00% Reduce -99.5% 10 $4K
Ankerstar Wealth, LLC 0.00% — 9 $4K
Tower Research Capital LLC (TRC) 0.00% Add +125.0% 9 $4K
Birchwood Financial Partners, Inc. 0.00% — 8 $3K
Minot DeBlois Advisors LLC 0.00% Reduce -66.7% 5 $2K
Harbor Asset Planning, Inc. 0.00% New 5 $2K
Hillsdale Investment Management Inc. 0.00% New 5 $2K
Financial Gravity Asset Management, Inc. 0.00% Reduce -88.2% 2 $793
HighMark Wealth Management LLC 0.00% No change 2 $792
Prudent Man Investment Management, Inc. 0.00% No change 1 $397

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