SPDR Gold SharesGLDETF

13F holders, Q1 2026 (March 31)
3,174holders +91
229new positions
132sold out
12famous investors
$426.43avg. 13F price*

At the end of Q1 2026, 3,174 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, up 91 from Q4 2025. 229 opened new positions and 132 sold out. The largest holders were Bank of America Corp. ($4.8B), Morgan Stanley ($4.7B) and UBS Group AG ($2.8B). 12 famous investors held it, including Dan Loeb (2.0% of Third Point's portfolio), David Einhorn (1.3% of Greenlight Capital (DME Capital Management)'s portfolio) and Paul Tudor Jones (0.6% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions229$972.2M
Exits132$1.1B

All 13F filers, Q4 2025 → Q1 2026: 13,567,753 shares bought and 18,827,701 shares sold, net −5,259,948 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,174 holders

Bank of America Corp. 0.35% Reduce -2.5% 11,064,195 $4.8B
Morgan Stanley 0.28% Reduce -21.5% 10,912,378 $4.7B
UBS Group AG 0.50% Add +15.8% 6,583,658 $2.8B
LPL Financial LLC 0.54% Reduce -1.5% 4,735,301 $2.0B
Wells Fargo & Company 0.31% Reduce -8.2% 3,609,205 $1.6B
First Eagle Investment Management, LLC 1.79% Reduce -0.8% 2,455,741 $1.1B
Raymond James Financial Inc. 0.32% Reduce -2.5% 2,407,083 $1.0B
JPMorgan Chase & Co. 0.07% Add +55.8% 2,435,764 $1.0B
Royal Bank of Canada 0.18% Reduce -2.5% 2,209,393 $950.7M
Goldman Sachs Group Inc. 0.12% Add +16.6% 2,072,649 $891.8M
Barclays PLC 0.30% Add +108.8% 1,970,473 $847.9M
Citigroup Inc. 0.46% Add +26.7% 1,664,724 $716.3M
Ameriprise Financial Inc. 0.15% Reduce -6.1% 1,524,345 $654.8M
BlackRock, Inc. 0.01% Reduce -55.4% 1,508,500 $649.1M
HighTower Advisors, LLC 0.65% Reduce -2.8% 1,426,918 $614.0M
BNP Paribas Financial Markets 0.34% Reduce -15.0% 1,195,697 $514.5M
Envestnet Asset Management Inc. 0.13% Add +1.1% 1,163,890 $500.8M
Comprehensive Financial Management LLC 16.38% No change 1,147,529 $493.8M
Marino Management, LLC 87.01% No change 1,106,395 $476.1M
Bracebridge Capital, LLC 74.07% Add +139.1% 953,450 $410.3M
State Street Corp. 0.01% Add +7.0% 941,071 $404.9M
Rockefeller Capital Management L.P. 0.71% Reduce -1.2% 926,830 $398.8M
SG Americas Securities, LLC 0.42% Add +34.3% 883,213 $380.0M
Cetera Investment Advisers 0.39% Reduce -4.2% 852,019 $366.6M
Commonwealth Equity Services, LLC 0.51% Reduce -5.9% 851,517 $366.4M
Osaic Holdings, Inc. 0.53% Reduce -2.2% 833,595 $358.7M
US Bancorp \de 0.43% Reduce -0.2% 831,210 $357.7M
Northern Trust Corp. 0.05% Add +10.9% 830,304 $357.3M
PPSC Investment Service Corp 26.54% Add +9.9% 781,981 $336.5M
Susquehanna International Group, LLP 0.41% Add +104.1% 733,078 $315.4M
Arizona PSPRS Trust 11.46% No change 724,052 $311.6M
PNC Financial Services Group, Inc. 0.18% Add +1.8% 707,998 $304.6M
Stifel Financial Corp. 0.27% Reduce -8.4% 679,933 $292.6M
FIL Ltd 0.22% Add +85.4% 666,237 $286.7M
Steward Partners Investment Advisory, LLC 1.37% Add +5.8% 625,273 $269.0M
Starr Indemnity & Liability Co 66.41% Add +8.0% 607,410 $261.4M
Sumitomo Mitsui Financial Group, Inc. 5.16% Add +7.9% 590,062 $253.9M
Cambridge Investment Research Advisors, Inc. 0.65% Reduce -1.4% 584,011 $251.3M
Truist Financial Corp. 0.33% Reduce -4.4% 574,274 $247.1M
Quadrature Capital Ltd 2.75% New 537,107 $231.1M
WealthNavi Inc. 1.93% Reduce -21.3% 517,765 $222.8M
Jain Global LLC 3.00% Add +234.3% 511,766 $220.2M
Banco Santander, S.A. 1.77% Add +36.5% 509,516 $219.2M
Allen Investment Management, LLC 2.65% Add +3.9% 498,458 $214.5M
Northwestern Mutual Wealth Management Co. 0.13% Add +0.0% 488,169 $210.1M
Bleichroeder LP 35.36% No change 475,000 $204.4M
Orbis Allan Gray Ltd 0.86% Reduce -9.5% 473,850 $203.9M
Jane Street Group, LLC 0.22% Reduce -64.7% 473,243 $203.6M
Sequoia Financial Advisors, LLC 1.13% Reduce -0.8% 469,208 $201.9M
Harvard Management Co. Inc. 11.01% Reduce -25.9% 464,450 $199.8M
Banco Bilbao Vizcaya Argentaria, S.A. 1.39% Add +16.3% 469,933 $198.6M
Focus Partners Wealth 0.21% Reduce -2.3% 448,597 $193.0M
Mariner, LLC 0.22% Add +5.5% 447,240 $192.3M
TD Asset Management Inc 0.15% Add +0.9% 443,742 $190.9M
OpenArc Corporate Advisory, LLC 2.67% Add +4.1% 433,029 $186.3M
Cerity Partners LLC 0.26% Reduce -1.9% 430,049 $185.1M
Kestra Advisory Services, LLC 0.70% Add +12.1% 427,919 $184.1M
Brevan Howard Capital Management LP 1.90% Add +42875.2% 427,603 $184.0M
Mitsubishi UFJ Trust & Banking Corp 0.45% No change 421,700 $181.5M
Proficio Capital Partners LLC 9.57% Add +20.0% 415,470 $179.1M
Bradley Foster & Sargent Inc. 2.70% Reduce -3.3% 404,058 $173.9M
Arnhold LLC 12.43% Reduce -22.1% 392,908 $169.1M
Blair William & Co. 0.48% Add +51.5% 386,735 $166.4M
Corient Private Wealth LP 0.23% Reduce -29.1% 372,087 $157.9M
AlTi Global, Inc. 3.38% Add +0.0% 360,601 $155.4M
Prudential PLC 1.15% Add +6.6% 356,021 $151.2M
MML Investors Services, LLC 0.41% Reduce -17.9% 344,770 $148.4M
Cwm, LLC 0.37% Reduce -13.4% 329,282 $141.7M
W1M Asset Management Ltd 1.53% Reduce -0.7% 327,333 $140.8M
Stenham Asset Management Ltd 67.93% Reduce -4.9% 325,001 $139.8M
Cresset Asset Management, LLC 0.58% Reduce -0.6% 312,487 $134.5M
PEAK6 LLC 3.89% Add +364.8% 312,356 $134.4M
TD Waterhouse Canada Inc. 0.39% Add +106.4% 304,426 $133.0M
Private Advisor Group, LLC 0.62% Add +7.7% 309,008 $133.0M
Elevation Point Wealth Partners, LLC 3.14% Add +54.1% 306,968 $132.1M
Fifth Third Bancorp 0.23% Add +83.0% 298,497 $128.4M
Bailard, Inc. 2.92% Reduce -5.0% 295,219 $127.0M
Jones Financial Companies LLLP 0.06% Add +18.5% 301,930 $125.2M
Vestmark Advisory Solutions, Inc. 1.38% Add +42.4% 288,898 $124.3M
Dynasty Wealth Management, LLC 1.08% Add +5.2% 287,470 $123.7M
CI Investments Inc. 0.59% Add +96.7% 282,364 $121.5M
Lido Advisors, LLC 0.47% Reduce -2.5% 277,495 $119.4M
Janney Montgomery Scott LLC 0.29% Add +34.6% 276,294 $118.9M
Rockland Trust Co. 4.74% Reduce -6.9% 275,003 $118.3M
Cerity Partners OCIO LLC 7.03% Add +12.6% 272,262 $117.2M
NewEdge Advisors, LLC 0.42% Add +6.4% 271,252 $116.7M
Tudor Investment Corporation 0.63% Reduce -43.6% 269,902 $116.1M
Atria Investments, Inc 1.29% Add +25.3% 268,197 $115.4M
Cibc World Market Inc. 0.20% Reduce -5.5% 264,780 $113.9M
Itau Unibanco Holding S.A. 2.61% Reduce -10.3% 254,004 $109.3M
C V Starr & Co. Inc. 56.41% No change 251,400 $108.2M
Concurrent Investment Advisors, LLC 1.16% Add +77.7% 247,238 $106.4M
Brown Advisory Inc. 0.17% Add +4.3% 245,846 $105.8M
Pinnacle Financial Partners, Inc. 0.79% Reduce -4.2% 241,242 $103.8M
Baird Financial Group, Inc. 0.16% Reduce -7.7% 236,225 $101.6M
Captrust Financial Advisors 0.18% Add +0.2% 233,904 $100.6M
Simplex Trading, LLC 3.07% New 230,612 $99.2M
Scotia Capital Inc. 0.41% Add +21.4% 229,013 $98.5M
True Freedom Investing, LLC 7.22% Add +225.9% 218,753 $94.1M
Creative Planning 0.06% Reduce -0.4% 217,826 $93.7M
Sanctuary Advisors, LLC 0.50% Reduce -3.5% 216,349 $93.1M
Bank of New York Mellon Corp 0.02% Reduce -18.3% 212,219 $91.3M
Mesirow Financial Investment Management, Inc. 1.41% Add +25.2% 202,840 $87.3M
Foundations Investment Advisors, LLC 1.07% Reduce -22.8% 200,352 $86.2M
First National Trust Co 2.93% Reduce -14.1% 199,770 $86.0M
Briaud Financial Planning Inc 22.37% Add +0.0% 198,343 $85.3M
Fullerton Fund Management Co Ltd. 6.76% Add +20.6% 196,140 $84.4M
National Bank of Canada 0.09% Reduce -18.5% 194,699 $83.8M
OVERSEA-CHINESE BANKING Corp Ltd 2.44% Add +25.5% 192,914 $83.0M
Glenmede Trust Co. NA 0.41% Reduce -3.4% 192,380 $82.8M
Rathbones Group PLC 0.32% Reduce -6.0% 187,498 $80.7M
BCM Advisors, LLC 15.80% Reduce -6.7% 193,125 $80.1M
Citadel Advisors 0.06% Reduce -89.0% 186,122 $80.1M
Children's Medical Center Corp 100.00% Reduce -17.3% 185,220 $79.7M
Erste Asset Management GmbH 0.72% New 187,000 $77.5M
Equitable Holdings, Inc. 0.49% Add +6.2% 191,716 $76.5M
Pinkerton Wealth, LLC 6.90% Add +39.9% 191,349 $75.8M
Rock Creek Group LLC 7.66% Reduce -15.4% 175,899 $75.7M
Mercer Global Advisors Inc. 0.11% Reduce -44.0% 175,770 $75.2M
Moody LYNN Lieberson & Walker, LLC 4.18% Reduce -6.9% 173,122 $74.5M
Factory Mutual Insurance Co. 0.82% Reduce -33.2% 168,500 $72.5M
Hancock Whitney Corp. 1.24% Add +2.4% 168,773 $71.5M
Dimension Capital Management LLC 9.81% Reduce -14.0% 162,310 $69.8M
AQR Capital Management 0.03% Add +7.0% 159,928 $68.8M
Independent Advisor Alliance 0.73% Reduce -22.0% 158,277 $68.1M
Pictet North America Advisors SA 6.64% Add +1.2% 155,961 $66.8M
Neuberger Berman Group LLC 0.05% Add +1.7% 153,629 $66.1M
Beacon Pointe Advisors, LLC 0.35% Add +16.7% 151,416 $65.2M
GLOBALT Investments LLC / GA 2.27% Reduce -29.8% 147,877 $63.6M
Staley Capital Advisers Inc. 2.64% Reduce -15.0% 145,014 $62.4M
&partners 0.31% Add +5.5% 143,492 $61.7M
Rice Partnership, LLC 8.40% Add +4.1% 142,922 $61.5M
Northside Capital Management, LLC 5.38% Reduce -15.1% 142,480 $61.3M
Brookstone Capital Management 0.70% Reduce -15.3% 142,192 $61.2M
Ieq Capital, LLC 0.27% Add +12.9% 137,200 $59.0M
Oakworth Capital, Inc. 3.10% Add +1.3% 135,959 $58.5M
HSBC Holdings PLC 0.03% Reduce -80.7% 135,732 $58.2M
Spider Management Company, LLC 16.44% New 133,928 $57.6M
Alamea Verwaltungs GmbH 41.79% No change 131,069 $56.4M
CWA Asset Management Group, LLC 1.93% Reduce -21.7% 130,743 $56.3M
Integrated Wealth Concepts LLC 0.45% Add +218.1% 130,444 $56.1M
Private Wealth Advisors, LLC 15.77% Add +93.3% 130,345 $56.1M
Payden & Rygel 4.33% New 129,300 $55.6M
Bleakley Financial Group, LLC 0.86% Add +0.6% 128,367 $55.2M
Tanglewood Wealth Management, Inc. 4.50% Reduce -12.2% 126,187 $54.3M
Wealthfront Advisers LLC 0.12% Reduce -2.9% 125,903 $54.2M
Marshall Wace, LLP 0.06% Add +710.9% 124,962 $53.8M
Perigon Wealth Management, LLC 0.95% Reduce -12.9% 121,093 $52.1M
WS Management LLLP 6.79% No change 120,678 $51.9M
Allworth Financial LP 0.21% Add +0.6% 120,143 $51.7M
Keybank National Association 0.19% Reduce -2.4% 119,545 $51.4M
Richard C. Young & CO., LTD. 4.26% Reduce -1.9% 119,459 $51.4M
Thrivent Financial for Lutherans 0.10% Reduce -2.9% 118,414 $50.9M
M&T Bank Corp 0.16% Add +9.7% 116,501 $50.1M
SMI Advisory Services, LLC 8.17% Reduce -4.4% 116,005 $49.6M
Sapient Capital LLC 0.73% Reduce -0.1% 113,086 $48.7M
Curi Capital, LLC 0.85% Reduce -2.9% 110,693 $47.6M
Envestnet Portfolio Solutions, Inc. 0.26% Reduce -0.0% 110,098 $47.4M
Redhawk Wealth Advisors, Inc. 5.20% Reduce -10.0% 109,512 $47.1M
Public Employees Retirement System of Ohio 0.15% New 108,800 $46.8M
CTC LLC 3.71% Reduce -68.5% 107,664 $46.3M
Townsend & Associates, Inc 3.98% Reduce -0.7% 105,925 $46.1M
Lazard Asset Management LLC 0.08% Add +6.7% 107,144 $46.1M
Kestra Private Wealth Services, LLC 0.55% Reduce -2.2% 104,516 $45.0M
Walser Wealth Management Company, A Ltd Liability Co 20.13% Reduce -22.6% 104,158 $44.8M
Oppenheimer & Co. Inc. 0.54% Add +4.5% 103,819 $44.7M
Commerce Bank 0.22% Add +26.2% 103,629 $44.6M
Prospera Financial Services Inc 0.72% Reduce -6.3% 103,335 $44.5M
Credit Agricole S A 0.14% Add +34.4% 101,883 $43.8M
Texas Treasury Safekeeping Trust Co. 6.90% New 100,617 $43.3M
Vista Finance, LLC 34.24% Add +8.4% 100,203 $43.1M
Greenlight Capital (DME Capital Management) 1.34% Reduce -41.6% 99,611 $42.9M
Victory Capital Management Inc. 0.03% Reduce -28.6% 98,956 $42.6M
AMG National Trust Bank 0.91% Reduce -1.5% 97,887 $42.1M
Portfolio Design Labs, LLC 7.40% Reduce -7.7% 96,654 $41.6M
Corecam Pte. Ltd. 17.92% Add +59.1% 96,100 $41.4M
Chesley Taft & Associates LLC 1.72% Reduce -17.4% 95,827 $41.2M
Third Point 1.97% New 95,000 $40.9M
Franklin Resources Inc. 0.01% Reduce -3.9% 94,496 $40.7M
Benjamin Edwards Inc. 0.40% Add +4.4% 94,267 $40.6M
Trilogy Capital Inc. 1.78% Add +15.1% 93,035 $40.0M
D.A. Davidson & Co. 0.24% Add +1.4% 92,906 $40.0M
Alliancebernstein L.P. 0.01% Add +27.0% 98,314 $39.0M
Pathstone Holdings, LLC 0.15% Add +24.0% 89,875 $38.7M
Keel Point, LLC 2.58% Reduce -3.8% 89,382 $38.5M
Hollencrest Capital Management 1.42% Reduce -42.5% 88,695 $38.2M
Diversify Wealth Management, LLC 0.67% Add +2768.6% 90,388 $37.7M
Bank of Nova Scotia 0.07% Add +24.5% 87,589 $37.7M
Insigneo Advisory Services, LLC 2.68% Add +14.3% 87,368 $37.6M
Eurizon Asset Management Hungary Ltd. 40.21% New 87,044 $37.5M
Baldwin Wealth Partners LLC 2.69% Add +7.3% 85,975 $37.0M
Meridian Wealth Management, LLC 1.31% Add +17.4% 85,389 $36.7M
Sicart Associates LLC 9.30% Reduce -6.2% 84,144 $36.2M
Renaissance Technologies 0.06% Add +23.8% 83,059 $35.7M
Advisory Services Network, LLC 0.47% Reduce -13.5% 82,463 $35.5M
SCS Capital Management LLC 0.37% Reduce -3.4% 82,193 $35.4M
Ashton Thomas Private Wealth, LLC 0.84% Reduce -19.6% 82,170 $35.4M
Clal Insurance Enterprises Holdings Ltd 0.21% Reduce -67.2% 82,000 $35.3M
MinichMacGregor Wealth Management, LLC 6.22% Reduce -15.6% 81,912 $35.2M
Independent Financial Group, LLC 0.78% Reduce -5.1% 80,696 $34.7M
S&co Inc. 2.15% No change 80,565 $34.7M
Marex Group Ltd 0.36% Add +691.1% 80,393 $34.6M
Guggenheim Capital LLC 0.28% Add +7.0% 80,089 $34.5M
Essex Financial Services, Inc. 1.92% Reduce -3.0% 79,590 $34.2M
Ascent Group, LLC 1.18% Reduce -6.8% 79,353 $34.1M
Federation des caisses Desjardins du Quebec 0.12% Add +5.5% 78,627 $33.8M
Belvedere Trading LLC 4.49% Add +34.7% 78,301 $33.7M
Waverly Advisors, LLC 0.25% Add +8.9% 78,002 $33.6M
Polymer Capital Management (HK) LTD 4.65% Reduce -8.3% 77,037 $33.1M
China Universal Asset Management Co., Ltd. 2.50% Add +135.0% 76,850 $33.1M
Stratos Wealth Partners, LTD. 0.37% Add +7.1% 75,798 $32.6M
Marathon Trading Investment Management LLC 9.70% Add +115.9% 75,146 $32.3M
J.Safra Asset Management Corp 1.74% Reduce -1.6% 74,843 $32.2M
Lee Financial Co 4.52% Reduce -2.4% 74,497 $32.1M
SBI Securities Co., Ltd. 0.87% Add +9.0% 74,204 $31.9M
Hilltop Holdings Inc. 2.90% Reduce -13.1% 74,054 $31.9M
Stonebridge Financial Group, LLC 2.60% Reduce -16.5% 73,489 $31.6M
Evercore Wealth Management, LLC 0.49% Reduce -2.0% 72,330 $31.1M
Consolidated Portfolio Review Corp 2.80% No change 71,225 $30.6M
Pine Ridge Advisers LLC 2.18% No change 71,225 $30.6M
Mirae Asset Global Investments Co., Ltd. 0.09% Reduce -40.5% 70,753 $30.4M
Evolution Wealth Advisors, LLC 3.08% Add +14.6% 70,286 $30.2M
Rothschild Capital Partners, LLC 7.38% Add +0.1% 69,567 $29.9M
Robertson Stephens Wealth Management, LLC 0.84% Add +4.6% 69,304 $29.8M
Northcape Wealth Management, LLC 8.13% Reduce -5.1% 69,251 $29.8M
AlphaCore Capital LLC 0.70% Reduce -11.5% 68,917 $29.7M
HB Wealth Management, LLC 0.19% Add +2.0% 68,661 $29.5M
Clifford Swan Investment Counsel LLC 1.00% Reduce -7.7% 68,511 $29.5M
Fifth Third Securities, Inc. 1.90% Add +1.3% 68,417 $29.4M
Mader & Shannon Wealth Management, Inc. 13.58% Reduce -17.8% 68,178 $29.3M
Twin Focus Capital Partners, LLC 3.35% Reduce -0.9% 67,740 $29.1M
First Horizon Corp. 1.22% Reduce -4.0% 67,592 $29.1M
Riggs Asset Managment Co. Inc. 5.98% Reduce -13.4% 67,483 $29.0M
Harbour Investments, Inc. 0.45% Add +12.8% 67,248 $28.9M
Argos Wealth Advisors, LLC 8.30% Reduce -0.4% 67,123 $28.9M
Farther Finance Advisors, LLC 0.27% Add +67.0% 65,880 $28.8M
Wellington Management Group LLP 0.01% Reduce -25.5% 66,690 $28.7M
CENTRAL TRUST Co 0.56% Reduce -6.0% 66,618 $28.7M
WNY Asset Management, LLC 2.91% — 65,501 $28.2M
Bedell Frazier Investment Counselling, LLC 5.63% Reduce -1.9% 64,755 $27.9M
Horizon Wealth Management, LLC 4.08% Add +45.4% 64,634 $27.8M
Intrua Financial, LLC 2.96% Reduce -29.1% 64,461 $27.7M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -33.2% 64,157 $27.6M
Arkos Global Advisors 3.43% Reduce -2.3% 63,607 $27.4M
LMR Partners LLP 0.32% Add +150.7% 63,309 $27.2M
Bayshore Capital Advisors, LLC 11.43% Reduce -2.8% 62,942 $27.1M
Omnia Family Wealth, LLC 8.41% Reduce -0.9% 62,002 $26.7M
Shufro Rose & Co. LLC 1.81% Add +0.2% 61,702 $26.5M
Evelyn Partners Asset Management Ltd 6.53% Reduce -10.9% 61,557 $26.5M
Bulltick Wealth Management, LLC 5.81% Add +13.2% 61,119 $26.3M
SKY-Mountain Capital Management, Inc. 18.76% Add +0.4% 60,767 $26.1M
Tocqueville Asset Management L.P. 0.39% Reduce -1.8% 60,752 $26.1M
Measured Wealth Private Client Group, LLC 7.10% Reduce -7.2% 60,432 $26.0M
AdvisorNet Financial, Inc 1.35% Reduce -3.5% 60,374 $26.0M
Pinebridge Investments LLC 0.22% Reduce -19.1% 60,040 $25.8M
AE Wealth Management LLC 0.14% Reduce -18.1% 58,726 $25.3M
Avior Wealth Management, LLC 0.72% Add +145.3% 58,721 $25.3M
J.W. Cole Advisors, Inc. 0.85% Add +4.1% 58,492 $25.2M
Union Bancaire Privee, UBP SA 0.35% Reduce -59.8% 61,123 $25.0M
Summit Financial, LLC 0.32% Reduce -4.5% 57,649 $24.8M
Quantinno Capital Management LP 0.04% Add +101.5% 56,710 $24.4M
Greenwich Wealth Management LLC 1.00% Add +0.3% 56,646 $24.4M
Fidelis Capital Partners, LLC 1.72% Add +10.2% 56,187 $24.2M
Kingsview Wealth Management, LLC 0.33% Reduce -0.4% 55,883 $24.0M
Vontobel Holding Ltd. 0.08% Reduce -0.6% 55,807 $24.0M
MAI Capital Management 0.14% Add +8.5% 55,760 $24.0M
DRW Securities, LLC 1.31% Reduce -43.8% 55,739 $24.0M
Knollwood Investment Advisory, LLC 2.41% No change 55,631 $23.9M
Bright Financial Advisors, Inc. 10.90% Reduce -2.3% 55,284 $23.8M
Evelyn Partners Investment Management (Europe) Ltd 8.15% Reduce -0.4% 55,050 $23.7M
Parametrica Management Ltd 26.90% New 55,000 $23.7M
Evoke Wealth, LLC 0.44% Reduce -1.3% 54,900 $23.6M
EP Wealth Advisors, LLC 0.12% Add +11.7% 54,704 $23.5M
Parallel Advisors, LLC 0.42% Reduce -0.2% 54,464 $23.4M
Mgo One Seven LLC 0.47% Reduce -4.5% 54,376 $23.4M
ARS Wealth Advisors Group, LLC 1.96% Reduce -9.1% 53,901 $23.2M
Impact Partnership Wealth, LLC 2.86% Add +39.4% 53,850 $23.2M
James Hambro & Partners LLP 0.90% Reduce -12.0% 53,190 $22.9M
University of Illinois Foundation 4.66% New 52,785 $22.7M
Arete Wealth Advisors, LLC 1.69% Reduce -8.2% 52,427 $22.6M
Dynamic Advisor Solutions LLC 0.71% Add +1.5% 52,418 $22.6M
FFG Partners, LLC 8.86% Reduce -6.7% 52,029 $22.4M
Violich Capital Management, Inc. 2.61% Add +0.1% 51,926 $22.3M
Pinpoint Asset Management (Singapore) Pte. Ltd. 6.27% No change 51,590 $22.2M
Members Advisory Group LLC 7.60% Add +28.0% 51,522 $22.2M
Csenge Advisory Group 1.01% Reduce -18.2% 51,478 $22.2M
CIBC Bancorp USA Inc. 0.03% — 51,007 $21.9M
Pettinga Financial Advisors LLC 4.13% Reduce -2.0% 50,985 $21.9M
Corecam AG 19.70% Add +36.0% 50,963 $21.9M
Level Four Advisory Services, LLC 0.72% Add +14.7% 50,883 $21.9M
Snowden Capital Advisors LLC 0.58% Reduce -3.4% 50,850 $21.9M
RS Crum Inc. 4.18% Reduce -7.8% 50,264 $21.6M
Cobalt Capital Management, Inc. 12.05% Reduce -33.3% 50,000 $21.5M
Intrinsic Edge Capital Management LLC 3.92% No change 50,000 $21.5M
Point72 Asset Management 0.04% Add +341.2% 49,851 $21.5M
Western Wealth Management, LLC 0.81% Add +7.9% 49,670 $21.4M
PFG Advisors 1.03% Reduce -8.8% 49,200 $21.2M
Strategic Wealth Investment Group, LLC 2.63% Reduce -3.3% 48,154 $20.7M
Bank Pictet & Cie (Europe) AG 0.44% Add +7.4% 48,023 $20.6M
Schonfeld Strategic Advisors LLC 0.17% Add +25.4% 47,362 $20.4M
Brown Brothers Harriman & Co. 0.11% Add +1.4% 47,271 $20.3M
Sassicaia Capital Advisers LLC 22.84% Add +423.6% 47,120 $20.3M
IHT Wealth Management, LLC 0.47% Reduce -6.2% 47,087 $20.3M
Marshall Investment Management, LLC 9.71% Reduce -2.8% 47,049 $20.2M
Carr Financial Group Corp 5.34% Add +4.7% 47,010 $20.2M
Ellsworth Advisors, LLC 3.78% Add +3.2% 46,734 $20.1M
Park Avenue Securities LLC 0.16% Add +0.9% 46,639 $20.1M
Sigma Planning Corp 0.56% Reduce -21.0% 46,617 $20.1M
Wallington Asset Management, LLC 2.64% Reduce -0.7% 46,172 $19.9M
GC Wealth Management RIA, LLC 0.82% Reduce -24.9% 46,130 $19.8M
Axxcess Wealth Management, LLC 0.63% Reduce -2.4% 46,021 $19.8M
Westover Capital Advisors, LLC 3.60% Reduce -5.8% 45,512 $19.6M
Dakota Wealth Management 0.42% Reduce -13.6% 45,145 $19.4M
Cassia Capital Partners, LLC 9.95% Reduce -0.6% 44,954 $19.3M
Hamilton Wealth, LLC 3.76% Reduce -9.7% 44,895 $19.3M
Fiduciary Trust Co 0.23% Reduce -2.6% 44,683 $19.2M
Prelude Capital Management, LLC 1.47% Reduce -47.7% 44,591 $19.2M
BBR Partners, LLC 1.07% Add +1.7% 44,526 $19.2M
Arkadios Wealth Advisors 0.32% Reduce -16.9% 44,483 $19.1M
Assetmark, Inc. 0.04% Add +2.0% 44,314 $19.1M
Patten & Patten Inc. 1.15% Add +20.2% 44,288 $19.1M
DSG Capital Advisors, LLC 3.04% Add +0.3% 44,160 $19.0M
Menlo Advisors LLC 8.49% No change 47,693 $18.9M
Your Advocates Ltd., LLP 5.76% Reduce -1.9% 43,919 $18.9M
Ascent Wealth Partners, LLC 2.19% Add +3.9% 43,734 $18.8M
Catawba River Capital 8.99% Reduce -41.3% 42,689 $18.7M
BTG Pactual Asset Management US LLC 1.85% Add +15.4% 43,399 $18.7M
Perennial Advisors, LLC 3.20% Reduce -0.1% 43,388 $18.7M
Motco 1.72% Reduce -2.4% 43,227 $18.6M
Exencial Wealth Advisors, LLC 0.58% Reduce -27.2% 43,224 $18.6M
Neumeier Poma Investment Counsel LLC 1.53% No change 43,185 $18.6M
First Manhattan Co. Llc. 0.05% Reduce -4.0% 43,159 $18.6M
Wealthspire Advisors, LLC 0.15% Reduce -20.4% 43,115 $18.6M
Palumbo Wealth Management LLC 4.52% Reduce -1.2% 43,064 $18.5M
Bessemer Group Inc. 0.03% Add +11.9% 42,973 $18.5M
XML Financial, LLC 1.49% Add +6.7% 42,807 $18.4M
Gladstone Institutional Advisory LLC 0.68% Reduce -6.5% 42,770 $18.4M
Gruss & Co., LLC 42.72% Reduce -13.3% 42,500 $18.3M
Clearstead Advisors, LLC 0.17% Reduce -2.1% 42,196 $18.2M
Bank of New Hampshire 4.10% Reduce -13.6% 41,675 $17.9M
Bfsg, LLC 1.69% Reduce -0.1% 41,401 $17.8M
Harvest Investment Services, LLC 3.25% Reduce -17.8% 41,340 $17.8M
Stratos Wealth Advisors, LLC 1.09% Add +0.9% 41,330 $17.8M
TD Private Client Wealth LLC 0.37% Reduce -10.7% 41,190 $17.7M
Acorn Creek Capital LLC 6.32% Reduce -13.3% 41,179 $17.7M
Florida Trust Wealth Management Co 0.49% Add +0.8% 40,690 $17.5M
Jacobi Capital Management LLC 0.97% Add +1.6% 40,559 $17.5M
Sarasin & Partners LLP 0.21% Reduce -20.1% 40,468 $17.4M
Blue Fin Capital, Inc. 2.85% Reduce -0.5% 40,402 $17.4M
ADAPT Investment Managers SA 5.88% Reduce -71.2% 40,240 $17.3M
Three Bridge Wealth Advisors, LLC 4.75% Reduce -3.5% 40,221 $17.3M
Lake Hills Wealth Management, LLC 9.64% Add +5.8% 40,051 $17.2M
Intrepid Family Office LLC 14.97% No change 40,000 $17.2M
McElhenny Sheffield Capital Management, LLC 4.25% New 39,862 $17.2M
Apollon Wealth Management, LLC 0.28% Add +4.1% 39,858 $17.2M
Symphony Financial, Ltd. Co. 2.25% Reduce -2.2% 40,140 $17.0M
Brown University 16.69% No change 39,500 $17.0M
Client First Capital LLC 7.47% Reduce -8.0% 39,463 $17.0M
CoreCap Advisors, LLC 0.58% Reduce -2.9% 39,428 $17.0M
FWL Investment Management, LLC 3.71% Reduce -11.0% 39,321 $16.9M
Mainstay Capital Management LLC 1.30% Add +10.3% 39,042 $16.8M
Fourpath Capital Management, LLC 2.40% Reduce -4.9% 38,955 $16.8M
Climber Capital SA 10.98% Reduce -2.4% 40,736 $16.8M
E&G Advisors, LLC 3.73% Reduce -2.7% 38,899 $16.7M
Checchi Capital Advisers, LLC 1.15% Reduce -24.5% 38,872 $16.7M
Edmond DE Rothschild Holding S.A. 0.24% Reduce -37.8% 38,751 $16.7M
Fortis Group Advisors, LLC 2.75% Add +8.1% 39,308 $16.7M
Belpointe Asset Management LLC 0.61% Reduce -6.7% 38,646 $16.6M
Citizens Financial Group Inc. 0.23% Reduce -1.8% 38,103 $16.4M
Greenbush Financial Group, LLC 5.41% Reduce -11.3% 37,945 $16.3M
Merit Financial Group, LLC 0.12% Add +1.5% 37,915 $16.3M
U.S. Capital Wealth Advisors, LLC 0.41% Add +3.8% 37,532 $16.1M
Avalon Capital Management 4.55% Reduce -14.3% 37,468 $16.1M
Cadence Wealth Management LLC 6.72% Add +0.7% 37,424 $16.1M
Mutual Advisors, LLC 0.35% Add +10.4% 37,358 $16.1M
GAMCO Investors 0.16% Reduce -0.0% 37,291 $16.0M
VestGen Advisors, LLC 0.45% Reduce -5.6% 36,941 $16.0M
Choate Investment Advisors 0.31% Reduce -5.6% 37,066 $15.9M
Janus Henderson Group PLC 0.01% Add +25.5% 37,044 $15.9M
Ballentine Partners, LLC 0.22% Reduce -7.4% 36,970 $15.9M
ICONIQ Capital, LLC 0.36% No change 36,920 $15.9M
Parsons Capital Management Inc. 0.72% Reduce -0.3% 36,762 $15.8M
Fortis Capital Management LLC 2.12% Add +2.9% 36,758 $15.8M
Red Cedar Investment Management, LLC 1.63% Reduce -17.2% 36,449 $15.7M
Sugar Maple Asset Management, LLC 9.50% Add +4.9% 36,356 $15.6M
Gateway Wealth Partners, LLC 0.61% Add +358.2% 36,184 $15.6M
Targeted Financial Services LLC 12.77% Reduce -9.8% 36,171 $15.6M
Lyell Wealth Management, LP 1.14% Reduce -0.9% 36,019 $15.5M
Portman Square Capital LLP 9.69% New 36,000 $15.5M
SageGuard Financial Group, LLC 2.40% Reduce -28.9% 35,985 $15.5M
swisspartners Advisors Ltd 9.59% No change 35,690 $15.3M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.86% Reduce -8.8% 35,375 $15.2M
Nwam LLC 0.87% Add +2.7% 35,316 $15.2M
Stock Yards Bank & Trust Co. 0.47% Add +3.2% 35,211 $15.2M
Syon Capital LLC 0.76% Add +34.3% 35,050 $15.1M
OMC Financial Services LTD 5.81% Add +2.5% 34,804 $15.0M
DAVENPORT & Co LLC 0.08% Reduce -14.6% 34,353 $14.8M
Aspire Capital Advisors LLC 3.32% Add +15.3% 34,300 $14.8M
Innovative Advisory Group, LLC 13.00% Reduce -51.6% 34,281 $14.8M
Millennium Management 0.01% Reduce -37.4% 34,219 $14.7M
Levin Capital Strategies, L.P. 1.12% Reduce -17.3% 34,155 $14.7M
PFG Investments, LLC 0.68% Reduce -3.3% 34,065 $14.7M
World Investment Advisors 0.24% Add +3.8% 34,009 $14.6M
OmniStar Financial Group, Inc. 7.55% Reduce -3.3% 33,838 $14.6M
Strategic Investment Management, LLC 6.07% Reduce -13.8% 33,800 $14.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -62.2% 33,767 $14.5M
Harvest Fund Management Co., Ltd 0.61% Add +18.8% 33,582 $14.4M
Oliver Luxxe Assets LLC 2.15% Reduce -24.6% 33,423 $14.4M
Act Wealth Management, LLC 4.83% Reduce -53.3% 33,422 $14.4M
Circle Wealth Management, LLC 0.20% Add +2.7% 33,304 $14.3M
Composition Wealth, LLC 0.20% Add +8.7% 33,224 $14.3M
Nations Financial Group Inc, /Ia/ 0.74% Reduce -11.6% 33,207 $14.3M
Ball & Co Wealth Management Inc. 11.93% Reduce -31.8% 33,141 $14.3M
FMR LLC 0.00% Add +8.2% 33,018 $14.2M
Sterling Investment Management, LLC 8.50% Reduce -3.6% 32,944 $14.2M
Stonehage Fleming Financial Services Holdings Ltd 0.51% Reduce -20.3% 32,879 $14.1M
Lifeworks Advisors, LLC 1.81% Add +23.9% 32,836 $14.1M
Associated Banc-Corp 0.37% Reduce -0.6% 32,464 $14.0M
Narus Financial Partners, LLC 3.66% Reduce -0.4% 32,445 $14.0M
Stephens Inc. 0.17% Reduce -2.4% 31,649 $13.9M
Graybill Wealth Management, LTD. 4.24% Reduce -0.3% 32,332 $13.9M
J. R. Prunier Capital Management LLC 5.91% Reduce -0.1% 32,286 $13.9M
Squarepoint Ops LLC 0.03% Reduce -46.8% 32,225 $13.9M
Great Valley Advisor Group, Inc. 0.25% Reduce -5.1% 32,217 $13.9M
FAS Wealth Partners, Inc. 0.86% Add +29.6% 32,165 $13.8M
Helios Capital Management Pte. Ltd. 14.48% No change 32,000 $13.8M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 10.39% Add +0.5% 31,827 $13.7M
LFA - Lugano Financial Advisors SA 6.87% Add +0.0% 31,385 $13.5M
Flax Pond Capital, LLC 10.86% Reduce -5.0% 31,357 $13.5M
Peapack Gladstone Financial Corp. 0.17% Reduce -9.2% 31,343 $13.5M
Centaurus Financial, Inc. 0.64% Reduce -25.5% 31,329 $13.5M
Canton Hathaway, LLC 2.72% Reduce -0.6% 31,309 $13.5M
Scarborough Advisors, LLC 1.47% Reduce -10.5% 31,271 $13.5M
DDFG, Inc 2.87% Reduce -6.6% 30,960 $13.3M
Strategic Blueprint, LLC 0.77% Add +0.4% 30,872 $13.3M
Kovack Advisors, Inc. 0.71% Add +8.4% 30,435 $13.2M
LTS Liquid Investments LLC 12.37% Reduce -27.1% 30,710 $13.2M
Krane Financial Solutions LLC 8.89% — 30,381 $13.1M
Spire Wealth Management 0.45% Reduce -0.2% 30,381 $13.1M
Conservest Capital Advisors, Inc. 1.18% Add +1.5% 30,142 $13.0M
Focus Financial Network, Inc. 0.46% Reduce -10.2% 30,094 $12.9M
E Fund Management Co., Ltd. 0.38% — 30,033 $12.9M
Senator Investment Group LP 0.59% No change 30,000 $12.9M
GenTrust, LLC 0.55% Add +3.2% 29,847 $12.8M
Wealthcare Advisory Partners LLC 0.25% Add +0.0% 29,834 $12.8M
Consolidated Capital Management, LLC 4.11% Reduce -27.1% 29,541 $12.7M
Quantum Capital Management, LLC / NJ 1.61% Reduce -3.0% 29,208 $12.6M
Blue Trust, Inc. 0.14% Add +4.3% 29,138 $12.5M
Rehmann Capital Advisory Group 0.65% Add +6.5% 29,130 $12.5M
1 North Wealth Services LLC 4.49% Reduce -0.6% 28,910 $12.4M
Strategic Investment Solutions, Inc. 3.00% Add +2.7% 28,426 $12.4M
Independence Financial Advisors, LLC 3.71% Add +916.4% 28,743 $12.4M
Nicholson Meyer Capital Management, Inc. 9.47% Reduce -16.5% 28,702 $12.3M
Joel Isaacson & Co., LLC 0.41% Add +3.2% 28,616 $12.3M
Moneco Advisors, LLC 0.95% Add +2.6% 28,577 $12.3M
IronBridge Private Wealth, LLC 3.97% Reduce -20.1% 28,575 $12.3M
Harbor Investment Advisory, LLC 0.97% Add +3.1% 28,477 $12.3M
Cardiff Park Advisors, LLC 0.98% New 28,476 $12.3M
HighPoint Advisor Group LLC 0.51% Reduce -25.3% 28,395 $12.2M
1834 Investment Advisors Co. 1.52% Add +2.2% 28,228 $12.1M
Wedbush Securities Inc. 0.35% Add +5.7% 28,063 $12.1M
Genesis Private Wealth, LLC 3.80% Reduce -1.4% 28,044 $12.1M
OneDigital Investment Advisors LLC 0.12% Reduce -5.7% 28,020 $12.1M
Rainey & Randall Wealth Advisors Inc. 1.93% Reduce -0.3% 27,640 $11.9M
Flagship Harbor Advisors, LLC 0.52% Add +7.6% 27,620 $11.9M
Eagle Strategies LLC 1.42% Reduce -7.9% 27,547 $11.9M
Greykasell Wealth Strategies, Inc. 4.77% Reduce -1.0% 27,471 $11.8M
Sharp Wealth Advisory, LLC 5.83% Add +0.2% 27,431 $11.8M
Compass Wealth Management, LLC 5.03% Reduce -11.3% 27,362 $11.8M
CreativeOne Wealth, LLC 0.27% Reduce -17.1% 27,352 $11.8M
Independent Family Office, LLC 4.81% Reduce -8.9% 27,167 $11.7M
Bellwether Advisors, LLC 1.98% New 27,125 $11.7M
North Star Investment Management Corp. 0.71% Reduce -0.7% 27,114 $11.7M
Verition Fund Management LLC 0.12% Reduce -38.0% 26,959 $11.6M
Nvwm, LLC 2.58% Reduce -0.1% 26,947 $11.6M
Tamar Securities, LLC 1.24% Add +2.8% 26,920 $11.6M
Gotham Asset Management 0.04% Add +39.1% 26,807 $11.5M
Quattro Financial Advisors LLC 3.48% Add +76.6% 26,675 $11.5M
Independent Wealth Advisors LLC 11.21% Reduce -0.7% 26,530 $11.4M
Park Edge Advisors, LLC 2.62% Reduce -6.8% 26,418 $11.4M
Integrated Advisors Network LLC 0.60% Reduce -39.9% 26,416 $11.4M
Boston Partners 0.01% No change 6,451 $11.3M
EFG International AG 0.25% Reduce -10.7% 26,321 $11.3M
Ethos Financial Group, LLC 0.83% Reduce -24.8% 26,833 $11.3M
Capital Investment Advisory Services, LLC 0.83% Reduce -0.6% 26,299 $11.3M
Arch Global Advisors, LLC 5.90% — 26,261 $11.3M
Prime Capital Investment Advisors, LLC 0.13% Reduce -4.5% 25,917 $11.2M
First Trust Bank, Ltd. 21.72% Add +18.0% 25,688 $11.1M
Larson Financial Group LLC 0.35% Reduce -29.0% 25,595 $11.0M
Three Seasons Wealth, LLC 4.20% Add +6.4% 25,545 $11.0M
Atlantic Union Bankshares Corp 0.21% Reduce -11.0% 25,523 $11.0M
HUB Investment Partners, LLC 0.27% Add +165.4% 25,287 $10.9M
Corepath Wealth Partners LLC 7.33% Reduce -4.4% 25,027 $10.9M
Sterling Investment Advisors, Ltd. 1.96% Reduce -9.5% 114,915 $10.8M
Savant Capital, LLC 0.05% Reduce -2.3% 25,205 $10.8M
Redwood Park Advisors LLC 8.01% Reduce -0.4% 25,172 $10.8M
Cavalier Investments, LLC 2.78% Add +14.8% 25,125 $10.8M
Coastline Trust Co 1.07% Add +1118.7% 24,972 $10.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.11% Add +221.6% 24,417 $10.7M
Skylands Capital, LLC 1.40% Reduce -1.2% 24,740 $10.6M
NewEdge Wealth, LLC 0.13% Reduce -2.0% 24,687 $10.6M
Allie Family Office LLC 4.62% Add +8.2% 24,642 $10.6M
Royal Fund Management, LLC 1.01% Reduce -39.7% 24,508 $10.5M
Twin Tree Management, LP 2.21% Add +345.8% 24,477 $10.5M
Petra Financial Advisors Inc. 6.48% Add +5.8% 24,344 $10.5M
Schwartz Investment Counsel Inc. 0.37% No change 24,344 $10.5M
Whittier Trust Co. 0.12% Reduce -0.8% 24,456 $10.5M
PCG Wealth Advisors, LLC 2.64% Reduce -14.7% 24,257 $10.4M
Grove Bank & Trust 1.16% Reduce -2.8% 23,930 $10.3M
Geneos Wealth Management Inc. 0.24% Reduce -14.1% 23,918 $10.3M
Basso Capital Management, L.P. 6.30% Reduce -6.4% 23,911 $10.3M
Ameritas Advisory Services, LLC 0.40% Reduce -10.9% 23,796 $10.2M
Advisortrust Partners, LLC 4.26% Reduce -16.3% 23,789 $10.2M
B. Riley Wealth Advisors, Inc. 0.66% Reduce -39.7% 24,684 $10.2M
CPR Investments Inc. 6.80% Reduce -8.4% 23,692 $10.2M
AAF Wealth Management, LLC 4.17% Add +3185.4% 23,622 $10.2M
Sovran Advisors, LLC 0.80% Reduce -0.3% 23,972 $10.2M
Williams Jones Wealth Management, LLC. 0.12% Add +3.2% 23,539 $10.1M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 16.96% Add +201.3% 23,500 $10.1M
Cary Street Partners Financial LLC 0.25% Reduce -8.2% 23,495 $10.1M
Savvy Advisors, Inc. 0.27% Add +27.6% 23,466 $10.1M
Oxler Private Wealth LLC 3.15% No change 23,379 $10.1M
Choreo, LLC 0.12% Add +60.2% 23,378 $10.1M
Princeton Global Asset Management LLC 1.64% Reduce -7.3% 23,330 $10.0M
Hibernia Wealth Partners, LLC 2.96% Reduce -23.6% 23,282 $10.0M
Pitcairn Wealth Advisors LLC 0.92% Reduce -3.6% 25,110 $10.0M
Ingalls & Snyder LLC 0.35% Reduce -4.0% 23,120 $9.9M
Oxbow Advisors, LLC 0.86% Add +20.8% 23,089 $9.9M
Natixis 0.04% Reduce -30.9% 23,034 $9.9M
waypoint wealth counsel 5.09% Reduce -16.1% 22,888 $9.8M
Yarbrough Capital, LLC 0.34% No change 22,747 $9.8M
OneAscent Financial Services LLC 0.53% Add +18.9% 22,737 $9.8M
Johnson Investment Counsel Inc. 0.08% New 22,679 $9.8M
Tepp RIA, LLC 7.64% Add +6.4% 22,669 $9.8M
Beacon Capital Management, Inc. 0.55% Reduce -1.6% 22,612 $9.7M
Midwest Trust Co 0.12% Add +6.8% 22,611 $9.7M
United Capital Financial Advisors, LLC 0.06% Add +3.2% 22,544 $9.7M
Aspect Partners, LLC 3.96% Reduce -5.2% 22,511 $9.7M
TCTC Holdings, LLC 0.27% Add +0.5% 22,367 $9.6M
Becker Capital Management Inc. 0.28% Add +0.0% 22,292 $9.6M
Qube Research & Technologies Ltd 0.01% Reduce -64.8% 22,252 $9.6M
Elite Wealth Management, Inc. 3.10% Reduce -6.3% 22,226 $9.6M
Curated Wealth Partners LLC 1.20% Reduce -0.1% 22,145 $9.5M
Kingswood Wealth Advisors, LLC 0.45% Reduce -3.1% 22,105 $9.5M
Muhlenkamp & Co. Inc. 2.50% Reduce -1.0% 22,083 $9.5M
Dorsey Wright & Associates 1.18% Add +127.2% 22,035 $9.5M
Brookwood Investment Group LLC 1.20% Add +0.5% 21,956 $9.4M
Fairview Capital Investment Management, LLC 0.51% Reduce -3.7% 21,907 $9.4M
National Philanthropic Trust 0.10% Reduce -3.0% 21,889 $9.4M
Virtue Capital Management, LLC 1.43% Add +365.4% 22,664 $9.4M
Transcend Capital Advisors, LLC 0.75% Add +10.5% 21,801 $9.4M
Debussy Capital Management LP 1.29% Add +3.1% 21,706 $9.3M
Mirador Capital Partners LP 1.32% Add +604.4% 21,611 $9.3M
NDWM LLC 6.03% Add +6.1% 21,594 $9.3M
Accurate Wealth Management, LLC 1.11% Reduce -5.5% 21,184 $9.3M
Addison Capital Co 1.64% Add +34.4% 21,451 $9.2M
Headinvest, LLC 1.89% Add +8.3% 21,404 $9.2M
Aptus Capital Advisors, LLC 0.08% Reduce -4.9% 21,385 $9.2M
WealthBridge Capital Management, LLC 2.12% Reduce -1.6% 21,356 $9.2M
Callan Family Office, LLC 0.21% Add +12.8% 21,321 $9.2M
Biltmore Wealth Management, LLC 3.24% Reduce -18.5% 21,198 $9.1M
WCG Wealth Advisors LLC 0.26% Add +2.7% 21,187 $9.1M
Tidal Investments LLC 0.03% Reduce -85.6% 21,172 $9.1M
Farmers & Merchants Trust Co of Chambersburg PA 2.47% Add +8.5% 21,093 $9.1M
Jaffetilchin Investment Partners, LLC 0.54% Reduce -31.5% 21,091 $9.1M
LS Investment Advisors, LLC 1.36% Reduce -7.3% 21,055 $9.1M
Howland Capital Management LLC 0.36% No change 21,003 $9.0M
Koshinski Asset Management, Inc. 0.56% Reduce -1.2% 20,960 $9.0M
Fortress Private Ledger, LLC 2.80% Add +8.8% 20,790 $8.9M
Retirement Planning Group, LLC 0.28% Add +10.1% 20,788 $8.9M
Versant Capital Management, Inc 0.88% Reduce -3.8% 20,772 $8.9M
Deane Retirement Strategies, Inc. 3.59% Add +2.7% 20,759 $8.9M
HCR Wealth Advisors 0.92% Add +9.8% 20,663 $8.9M
Cranbrook Wealth Management, LLC 1.81% Reduce -9.3% 20,638 $8.9M
Stonehearth Capital Management, LLC 3.48% Reduce -9.0% 20,394 $8.8M
Colonial Trust Advisors 0.68% Reduce -0.4% 20,390 $8.8M
Montag A & Associates Inc. 0.41% Add +15.5% 20,274 $8.7M
Ausdal Financial Partners, Inc. 0.39% Reduce -12.0% 20,252 $8.7M
John Boyer, Inc. 8.71% Add +15274.8% 91,634 $8.7M
Principal Securities, Inc. 0.13% Add +13.5% 20,189 $8.7M
RFG Advisory, LLC 0.16% Reduce -0.8% 19,980 $8.6M
Whittier Trust Co. of Nevada Inc. 0.18% Add +45.2% 20,090 $8.6M
Wesbanco Bank Inc. 0.24% Reduce -3.8% 19,959 $8.6M
Apella Capital, LLC 0.13% Add +5.9% 19,240 $8.6M
Freestone Capital Holdings, LLC 0.26% Reduce -7.4% 19,818 $8.5M
5th Street Advisors, LLC 3.69% Reduce -1.6% 19,772 $8.5M
M Holdings Securities, Inc. 0.58% Reduce -17.2% 19,662 $8.5M
United Asset Strategies, Inc. 0.68% Reduce -0.6% 19,763 $8.5M
Cornerstone Wealth Management, LLC 0.42% Add +15.6% 19,650 $8.5M
Coldstream Capital Management Inc. 0.10% Reduce -1.4% 19,590 $8.4M
WealthCare Asset Management, LLC 8.97% Reduce -36.0% 19,581 $8.4M
Cullen/Frost Bankers, Inc. 0.10% Add +2.1% 19,529 $8.4M
Shrier Wealth Management, LLC 3.09% Reduce -22.2% 19,434 $8.4M
Alaethes Wealth, LLC 2.39% Reduce -0.7% 19,285 $8.3M
Delos Wealth Advisors, LLC 4.74% Add +0.7% 19,239 $8.3M
Vise Technologies, Inc. 0.16% No change 20,762 $8.2M
Sequent Planning LLC 1.98% Reduce -9.6% 19,062 $8.2M
TigerOak Management, L.L.C. 2.57% Reduce -1.5% 18,998 $8.2M
St. Johns Investment Management Company, LLC 3.44% Reduce -6.9% 18,979 $8.2M
Curry Webb Wealth Management LLC 3.85% Reduce -13.8% 18,914 $8.1M
GKV Capital Management Co., Inc. 3.05% Add +0.7% 18,888 $8.1M
VVR Holdings LLC 4.18% Reduce -22.4% 18,819 $8.1M
Prostatis Group LLC 2.07% Reduce -3.1% 18,776 $8.1M
Van Hulzen Asset Management, LLC 0.60% Reduce -27.6% 18,772 $8.1M
Granite Bay Wealth Management, LLC 1.71% Add +9.4% 18,731 $8.1M
Bank Julius Baer & Co. Ltd, Zurich 0.02% Add +62.6% 18,712 $8.1M
McBroom & Associates, LLC 4.45% Reduce -8.7% 18,584 $8.0M
SeaCrest Wealth Management, LLC 0.85% Add +2.8% 18,518 $8.0M
Smart Money Group LLC 2.31% Reduce -1.2% 18,437 $7.9M
Zacks Investment Management 0.06% Reduce -6.5% 18,434 $7.9M
Kessler Investment Group, LLC 3.74% Add +980.1% 18,384 $7.9M
Integrity Alliance, Llc. 0.30% Reduce -39.4% 18,356 $7.9M
VectorGlobal IAG, Inc. 2.05% — 18,312 $7.9M
Sepio Capital, LP 0.42% Reduce -6.9% 18,077 $7.8M
Bryn Mawr Trust Advisors, LLC 0.37% Add +8.1% 17,873 $7.7M
McGuire Investment Group, LLC 0.86% Add +0.3% 17,798 $7.7M
Regal Investment Advisors LLC 0.44% Reduce -1.9% 17,756 $7.6M
Sound View Wealth Advisors Group, LLC 0.52% Add +7.9% 17,735 $7.6M
Banque Pictet & Cie SA 0.09% Add +28.6% 17,786 $7.6M
Hamel Associates, Inc. 2.17% Reduce -0.9% 17,707 $7.6M
Prosperity Consulting Group, LLC 0.34% Add +1.4% 17,664 $7.6M
ExodusPoint Capital Management, LP 0.08% New 17,663 $7.6M
Weatherly Asset Management L. P. 0.61% Reduce -0.4% 17,488 $7.5M
Orion Porfolio Solutions, LLC 0.06% Reduce -35.3% 17,442 $7.5M
Westside Investment Management, Inc. 1.15% Reduce -16.0% 17,403 $7.5M
Evexia Wealth LLC 2.04% Add +5.1% 17,081 $7.4M
Segment Wealth Management, LLC 0.44% Reduce -2.4% 17,245 $7.4M
Guidance Capital, Inc. 1.66% Add +33.9% 17,736 $7.4M
Synergy Asset Management, LLC 0.79% Add +101.7% 17,215 $7.4M
Kiley Juergens Wealth Management, LLC 1.31% Add +1.4% 17,207 $7.4M
1ST Source Bank 0.38% Add +12.7% 17,180 $7.4M
Texas Yale Capital Corp. 0.21% No change 17,086 $7.4M
IFP Advisors, Inc 0.15% Reduce -25.0% 17,082 $7.4M
Investment Management Corp. /Va/ 6.31% Reduce -1.9% 17,077 $7.3M
Refined Wealth Management 4.64% Add +3.2% 17,074 $7.3M
Coastal Bridge Advisors, LLC 0.52% Add +1.1% 17,068 $7.3M
AGH Wealth Advisors, LLC 5.38% Reduce -0.8% 16,975 $7.3M
Red Door Wealth Management, LLC 0.76% Add +23.3% 16,965 $7.3M
Estate Counselors, LLC 0.65% Reduce -15.8% 16,942 $7.3M
Modern Wealth Management, LLC 0.13% Reduce -5.1% 16,644 $7.3M
Evelyn Partners Investment Management LLP 0.20% Reduce -3.4% 16,893 $7.3M
Lynx Investment Advisory 3.46% Add +9.2% 16,811 $7.2M
Silver Oak Securities, Incorporated 0.53% Reduce -26.2% 16,806 $7.2M
Modera Wealth Management, LLC 0.09% Reduce -4.1% 16,649 $7.2M
Confluence Wealth Services, Inc. 0.28% Reduce -0.9% 16,636 $7.2M
WJ Financial Advisors LLC 5.78% Add +5.3% 16,620 $7.2M
Pinnacle Associates Ltd. 0.09% Add +8.3% 16,579 $7.1M
Marin Bay Wealth Advisors, LLC 4.28% Reduce -4.6% 16,544 $7.1M
One Capital Management, LLC 0.20% Add +35.9% 16,542 $7.1M
StoneX Group Inc. 0.38% Add +5.0% 16,543 $7.1M
Ewing Morris & Co. Investment Partners Ltd. 3.21% Add +4.7% 16,512 $7.1M
Journey Advisory Group, LLC 0.61% Reduce -31.2% 16,511 $7.1M
Wilmington Savings Fund Society, FSB 0.17% Add +0.6% 16,508 $7.1M
ROI Financial Advisors, LLC 4.25% Add +1.5% 16,508 $7.1M
Apollon Financial, LLC 0.98% Add +10.0% 16,487 $7.1M
YHB Investment Advisors, Inc. 0.51% Reduce -0.8% 16,485 $7.1M
Cumberland Partners Ltd 0.54% Reduce -11.8% 16,405 $7.1M
Grand Central Investment Group 5.20% Add +0.8% 16,334 $7.0M
Resolute Wealth Strategies, LLC 3.03% Reduce -2.0% 16,304 $7.0M
Baron Financial Group, LLC 3.78% Reduce -8.2% 16,282 $7.0M
Bellecapital International Ltd. 1.26% Add +6.3% 16,241 $7.0M
Castleark Management LLC 0.23% Reduce -1.2% 16,235 $7.0M
City Holding Co. 0.87% Add +16.3% 16,181 $7.0M
Cabot Wealth Management Inc. 0.79% Reduce -1.9% 16,050 $6.9M
EverSource Wealth Advisors, LLC 0.21% Add +57.2% 16,005 $6.9M
BRIGHT VALLEY CAPITAL Ltd 7.12% New 16,000 $6.9M
Curran Financial Partners, LLC 1.22% Add +74.0% 15,896 $6.8M
Natixis Advisors, LLC 0.01% Add +52.6% 15,876 $6.8M
Wealth Management Associates, Inc. 2.36% Add +8.3% 15,869 $6.8M
Independence Wealth Advisors, LLC 3.64% Reduce -33.4% 15,855 $6.8M
Alpha Advisors, LLC 5.37% Reduce -1.1% 15,804 $6.8M
Point Nemo Capital, LLC 4.47% Add +51.0% 15,781 $6.8M
Strategic Wealth Partners, Ltd. 0.47% Reduce -4.0% 15,777 $6.8M
North Star Asset Management Inc. 0.29% Add +1.5% 15,709 $6.8M
Clare Market Investments LLC 1.41% — 15,680 $6.7M
GoalFusion Wealth Management, LLC 3.06% Add +0.2% 15,665 $6.7M
Laurel Oak Wealth Management, LLC 1.13% Reduce -2.0% 15,665 $6.7M
O'Domhnaill Enterprises, Inc. 5.41% Reduce -2.1% 15,615 $6.7M
Crescent Grove Advisors, LLC 0.67% Reduce -0.7% 15,605 $6.7M
RoundAngle Advisors LLC 4.98% Reduce -4.5% 15,488 $6.7M
Betterment LLC 0.01% Add +21.6% 15,393 $6.6M
Peddock Capital Advisors, LLC 1.46% Add +0.1% 15,363 $6.6M
Marco Investment Management LLC 0.50% Reduce -24.6% 15,346 $6.6M
MacKay Shields LLC 2.47% No change 15,336 $6.6M
Brighton Jones LLC 0.15% New 15,300 $6.6M
Pine Valley Investments Ltd Liability Co 0.32% Reduce -4.6% 15,286 $6.6M
Regions Financial Corp. 0.04% Reduce -2.9% 15,277 $6.6M
Burns Matteson Capital Management, LLC 2.55% Add +3.2% 15,197 $6.5M
IPG Investment Advisors LLC 1.11% Add +10.5% 15,076 $6.5M
Onyx Bridge Wealth Group LLC 0.70% Reduce -0.7% 15,045 $6.5M
Norris Financial Group, LLC 2.11% Reduce -1.9% 15,029 $6.5M
Theory Financial LLC 2.27% Add +35.1% 15,010 $6.5M
Tiptree Advisors, LLC 3.75% Reduce -57.1% 15,000 $6.5M
Kryger Capital LLC 0.46% — 15,000 $6.5M
Balefire, LLC 1.21% Reduce -3.0% 14,983 $6.4M
Signature Equity Partners, LLC 3.45% Reduce -27.5% 14,949 $6.4M
Balboa Wealth Partners 1.08% Reduce -13.7% 14,931 $6.4M
Akuna Securities LLC 3.22% New 14,900 $6.4M
GLR Partners, LLC 3.50% — 14,897 $6.4M
Bokf, NA 0.10% Reduce -56.4% 14,866 $6.4M
truNorth Financial Services, Inc. 6.60% Reduce -5.0% 14,841 $6.4M
Thompson Siegel & Walmsley LLC 0.11% Reduce -2.1% 14,723 $6.3M
Monolith Management Ltd 2.47% New 14,720 $6.3M
Bell & Brown Wealth Advisors, LLC 2.05% Reduce -0.8% 14,696 $6.3M
Campbell Capital Management Inc. 3.02% Add +132.0% 14,675 $6.3M
Fire Capital Management LLC 2.95% Add +12.0% 14,652 $6.3M
Montis Financial, LLC 1.30% Reduce -7.8% 14,617 $6.3M
K2 Principal Fund, L.P. 1.92% New 14,603 $6.3M
Maridea Wealth Management LLC 0.92% Reduce -6.6% 14,599 $6.3M
Capital Investment Advisors, LLC 0.09% Add +11.7% 14,568 $6.3M
Bluedoor Private Wealth, LLC 2.90% Reduce -15.4% 14,566 $6.3M
Arkfeld Wealth Strategies, L.L.C. 1.98% Reduce -7.6% 14,222 $6.3M
Anchyra Partners LLC 1.90% No change 14,550 $6.3M
Clear Creek Financial Management, LLC 0.48% Reduce -59.4% 14,523 $6.2M
Pointe Capital Management LLC 3.08% Reduce -3.2% 14,453 $6.2M
BigSur Wealth Management LLC 1.73% Add +4.0% 14,338 $6.2M
Oppenheimer & Close, LLC 3.88% Reduce -1.9% 14,317 $6.2M
Daiwa Securities Group Inc. 0.02% Add +1.4% 14,300 $6.2M
Wise Wealth Partners 8.33% Add +0.3% 14,296 $6.2M
Smith, Moore & Co. 0.45% Reduce -1.0% 14,285 $6.1M
White Pine Capital LLC 1.67% No change 14,238 $6.1M
Argent Trust Co 0.21% Add +1.6% 14,199 $6.1M
Aries Wealth Management 1.33% Reduce -3.0% 14,057 $6.0M
W.G. Shaheen & Associates DBA Whitney & Co 0.50% Add +10.1% 14,056 $6.0M
TRUE Private Wealth Advisors 0.58% Reduce -17.5% 14,054 $6.0M
First Pacific Advisors, LP 0.09% New 13,995 $6.0M
Altfest L J & Co. Inc. 0.64% Add +46.6% 13,990 $6.0M
Aberdeen Group plc 0.01% Reduce -7.3% 13,886 $6.0M
World Equity Group, Inc. 1.55% Reduce -23.5% 13,877 $6.0M
Capital Advisor Network LLC 8.32% — 13,805 $5.9M
Noble Wealth Management PBC 3.04% Add +1.4% 13,786 $5.9M
Seaview Investment Managers LLC 2.12% Add +6.5% 13,692 $5.9M
Avion Wealth 1.21% Add +3.5% 13,648 $5.9M
Atticus Wealth Management, LLC 1.59% Reduce -8.2% 13,602 $5.9M
BOK Financial Private Wealth, Inc. 0.35% Add +0.7% 13,563 $5.8M
Hollow Brook Wealth Management LLC 1.48% Reduce -3.2% 13,481 $5.8M
Ciovacco Capital Management LLC 3.38% Add +27.1% 13,456 $5.8M
Matauro, LLC 0.83% Reduce -5.0% 13,412 $5.8M
Quent Capital, LLC 0.41% Reduce -21.0% 13,370 $5.8M
Lodestar Private Asset Management LLC 0.57% Reduce -3.5% 13,356 $5.7M
Moneta Group Investment Advisors LLC 0.04% Add +9.7% 13,325 $5.7M
Capital Group Private Client Services, Inc. 0.10% Add +50.6% 13,299 $5.7M
Banque Cantonale Vaudoise 0.21% Add +0.3% 13,210 $5.7M
Certified Advisory Corp 0.51% Add +0.9% 13,194 $5.7M
NWF Advisory Services Inc. 0.64% Add +6.0% 13,106 $5.6M
Pinnacle Financial Group, LLC / IL 1.54% Reduce -13.2% 13,083 $5.6M
Traynor Capital Management, Inc. 0.34% Add +13.0% 13,578 $5.6M
Ariadne Wealth Management, LP 2.52% No change 13,060 $5.6M
Plan Group Financial, LLC 1.32% Reduce -23.7% 13,058 $5.6M
Mayflower Financial Advisors, LLC 0.68% Reduce -4.4% 13,055 $5.6M
Afg Fiduciary Services Limited Partnership 3.31% Reduce -0.3% 13,121 $5.6M
Consilium Wealth Advisory, LLC 1.91% Add +1550.0% 13,035 $5.6M
Bison Wealth, LLC 0.54% Add +0.4% 13,015 $5.6M
BlueChip Wealth Advisors LLC 2.46% Reduce -14.2% 13,018 $5.6M
Moors & Cabot, Inc. 0.24% Reduce -4.7% 12,884 $5.5M
Mission Wealth Management, LP 0.12% Add +3.2% 12,822 $5.5M
Zeit Capital LLC 3.67% Reduce -19.1% 12,758 $5.5M
Cloverfields Capital Group, LP 1.77% Reduce -33.3% 12,697 $5.5M
D.B. Root & Company, LLC 1.30% Add +0.0% 12,660 $5.4M
Concentrum Wealth Management 1.61% Reduce -19.4% 12,653 $5.4M
AlphaStar Capital Management, LLC 0.40% Add +16.3% 12,649 $5.4M
CSS LLC 0.86% Add +36.8% 12,623 $5.4M
Signal Advisors Wealth, LLC 0.37% Add +5.6% 12,617 $5.4M
Evergreen Capital Management LLC 0.12% Add +0.3% 12,616 $5.4M
Golden State Wealth Management, LLC 0.59% Reduce -3.0% 12,596 $5.4M
Advyzon Investment Management, LLC 0.49% Reduce -11.5% 12,594 $5.4M
Gould Capital, LLC 3.28% Reduce -14.3% 12,590 $5.4M
Personal Cfo Solutions, LLC 0.76% Reduce -6.3% 12,564 $5.4M
Nvest Financial, LLC 2.01% Reduce -1.2% 12,548 $5.4M
Summit Trail Advisors, LLC 0.08% Reduce -62.1% 12,506 $5.4M
Bosman Wealth Management, LLC 4.73% Add +3.7% 12,502 $5.4M
Praxis Capital Management LLC 12.56% New 12,500 $5.4M
Advance Capital Management, Inc. 0.20% Add +109.7% 12,464 $5.4M
Inspirion Wealth Advisors, LLC 0.66% Add +9.8% 12,354 $5.3M
Texas Bank & Trust Co 2.00% Add +0.1% 12,345 $5.3M
Copia Wealth Management 3.65% Reduce -6.8% 12,338 $5.3M
Old National Bancorp 0.09% Add +8.3% 12,322 $5.3M
Partners Capital Investment Group, LLP 0.20% No change 12,310 $5.3M
Latitude Advisors, LLC 2.42% Reduce -8.9% 12,285 $5.3M
Emmett Investment Management, LP 4.04% No change 12,055 $5.3M
Expressive Wealth LLC 5.03% Add +9.6% 12,238 $5.3M
Sandbox Financial Partners, LLC 1.48% Add +12.4% 12,202 $5.3M
Amundi 0.00% Add +1.5% 12,182 $5.2M
Cyndeo Wealth Partners, LLC 0.27% Reduce -3.3% 12,142 $5.2M
Toronto Dominion Bank 0.01% Reduce -95.3% 12,132 $5.2M
FreeGulliver LLC 2.19% Add +49.6% 12,077 $5.2M
Titan Global Capital Management USA LLC 0.77% Add +3.0% 12,066 $5.2M
Simon Quick Advisors, LLC 0.24% Add +9.9% 12,022 $5.2M
Macquarie Group Ltd. 0.03% Add +120000.0% 12,010 $5.2M
Telligent Fund, LP 5.52% No change 12,000 $5.2M
DCF Advisers, LLC 1.95% Reduce -7.7% 12,000 $5.2M
Obermeyer Wealth Partners 0.24% Add +2.9% 11,982 $5.2M
Ancora Advisors LLC 0.11% Reduce -5.1% 11,982 $5.2M
Fortis Capital Advisors, LLC 0.67% Add +4.8% 11,973 $5.2M
Vigilare Wealth Management 1.74% Reduce -75.8% 11,946 $5.1M
Andrew Hill Investment Advisors, Inc. 4.59% Reduce -64.5% 11,927 $5.1M
Laird Norton Wetherby Trust Company, LLC 0.11% Reduce -24.9% 11,927 $5.1M
Caliber Wealth Management, LLC / KS 0.56% Reduce -2.1% 11,924 $5.1M
Sound Income Strategies, LLC 0.25% Add +5.7% 11,698 $5.1M
Milestone Asset Management, LLC 0.94% Add +119.8% 11,856 $5.1M
GFS Advisors, LLC 0.33% Add +1027.0% 67,419 $5.1M
McAlvany Wealth Management LLC 3.40% Reduce -8.6% 12,187 $5.1M
Eddie Patel Inc 3.87% Reduce -62.3% 11,692 $5.0M
Relyea Zuckerberg Hanson LLC 0.50% Reduce -0.2% 11,669 $5.0M
Shikiar Asset Management Inc. 1.60% Add +7.8% 11,651 $5.0M
Orin Green Financial, LLC 2.05% Add +0.1% 11,628 $5.0M
Platform Technology Partners 0.96% Add +13.2% 11,627 $5.0M
Hudson Bay Capital Management LP 0.03% New 11,590 $5.0M
National Wealth Management Group, LLC 1.85% Reduce -6.4% 11,532 $5.0M
Bridgelight Financial Advisors, Inc. 4.20% Reduce -1.6% 11,513 $5.0M
Luxor Capital Group, LP 0.79% New 11,500 $4.9M
CMG Global Holdings, LLC 2.36% Reduce -1.3% 11,493 $4.9M
Inscription Capital, LLC 0.52% Reduce -13.1% 11,472 $4.9M
Avalon Trust Co 0.34% Add +1.6% 11,419 $4.9M
Oak Family Advisors, LLC 1.51% Reduce -21.1% 11,396 $4.9M
Parallax Volatility Advisers, L.P. 0.27% Reduce -96.6% 11,373 $4.9M
Rye Brook Capital LLC 4.50% Reduce -9.2% 11,350 $4.9M
Beck Mack & Oliver LLC 0.10% No change 11,315 $4.9M
Samalin Investment Counsel, LLC 1.73% Add +2.0% 11,253 $4.8M
Fiduciary Family Office, LLC 1.38% Add +51.8% 11,223 $4.8M
Professional Financial Advisors, LLC 0.98% Add +1.8% 11,197 $4.8M
Matrix Trust Co 0.80% Add +1.3% 11,156 $4.8M
Two Sigma Securities, LLC 0.56% Add +150.1% 11,142 $4.8M
Chatterton & Associates Inc. 3.35% Add +3.5% 10,930 $4.8M
WMG Financial Advisors, LLC 1.99% Add +54.7% 11,090 $4.8M
International Assets Investment Management, LLC 0.33% Add +1.4% 10,887 $4.8M
Charter Research & Investment Group, Inc. 3.17% Add +1.4% 11,068 $4.8M
Macroview Investment Management LLC 3.32% Reduce -2.8% 11,039 $4.7M
Flagship Private Wealth, LLC 1.93% Add +7.2% 11,038 $4.7M
Avidian Wealth Enterprises, LLC 0.15% Add +6.1% 10,997 $4.7M
Baker Tilly Wealth Management, LLC 1.15% Reduce -12.5% 10,989 $4.7M
J. Safra Sarasin Holding AG 0.08% Reduce -49.5% 11,079 $4.7M
Mma Asset Management LLC 1.66% Reduce -13.9% 10,963 $4.7M
Visionary Wealth Advisors 0.21% Reduce -13.4% 10,960 $4.7M
JTC Employer Solutions Trustee Ltd 0.39% No change 10,953 $4.7M
Jefferies Financial Group Inc. 0.06% Reduce -96.8% 10,948 $4.7M
Alliance Wealth Advisors, LLC 2.22% Reduce -20.2% 10,920 $4.7M
Veltria Advisors Corp. 15.63% Add +386.4% 11,221 $4.7M
Procyon Advisors, LLC 0.23% Add +7.0% 10,833 $4.7M
Guardian Capital, LLC 4.46% Add +112.4% 10,826 $4.7M
Centennial Bank 1.66% Reduce -14.0% 10,770 $4.6M
SMART Wealth LLC 1.36% Add +0.5% 10,764 $4.6M
Barry Investment Advisors, LLC 1.02% Reduce -56.4% 10,745 $4.6M
Elevatus Welath Management 2.42% Reduce -47.0% 10,740 $4.6M
Rossmore Private Capital 0.41% Add +61.2% 10,734 $4.6M
Advus Financial Partners, LLC 1.16% Add +1066.5% 10,732 $4.6M
ABLE Financial Group, LLC 0.90% Reduce -4.8% 10,709 $4.6M
Leo Wealth, LLC 0.33% Add +3.5% 10,683 $4.6M
Marathon Capital Management 1.03% Reduce -3.0% 10,663 $4.6M
Sterling Financial Planning, Inc. 1.36% Reduce -9.0% 10,661 $4.6M
Indivisible Partners 0.40% Add +45.5% 10,623 $4.6M
Financial & Tax Architects, LLC 1.02% Add +13.2% 10,605 $4.6M
Consolidated Investment Group LLC 0.49% No change 15,000 $4.6M
DV Trading LLC 0.41% Add +109.4% 10,591 $4.6M
Cannell & Spears LLC 0.09% Reduce -2.1% 10,576 $4.6M
Accel Wealth Management 1.18% Add +2.0% 10,513 $4.5M
Sei Investments Co. 0.00% Add +70.7% 10,503 $4.5M
Phoenix Financial Ltd. 0.04% Reduce -65.3% 10,496 $4.5M
Fourth Dimension Wealth, LLC 1.71% Reduce -1.0% 10,484 $4.5M
Twelve Points Wealth Management LLC 0.99% Reduce -33.1% 10,447 $4.5M
KCM Investment Advisors LLC 0.15% Add +14.2% 10,438 $4.5M
Financial Engines Advisors L.L.C. 0.01% Reduce -3.7% 10,434 $4.5M
Sheets Smith Wealth Management 0.50% Add +0.0% 10,414 $4.5M
Continuum Advisory, LLC 0.43% Reduce -12.1% 10,414 $4.5M
44 Wealth Management LLC 1.57% Reduce -2.5% 10,402 $4.5M
O'shaughnessy Asset Management, LLC 0.02% Add +49.5% 10,379 $4.5M
Flputnam Investment Management Co. 0.07% Reduce -3.0% 10,369 $4.5M
Perissos Private Wealth Management, LLC 3.87% Reduce -48.2% 10,360 $4.5M
Focus Partners Advisor Solutions, LLC 0.04% Add +166.6% 10,351 $4.5M
MBL Wealth, LLC 0.34% Reduce -2.9% 10,341 $4.4M
Sfmg, LLC 0.30% Reduce -8.6% 10,333 $4.4M
Narwhal Capital Management 0.33% No change 10,263 $4.4M
Summit Financial Strategies, Inc. 0.35% Reduce -0.1% 10,249 $4.4M
Cruiser Capital Advisors, LLC 1.71% New 10,228 $4.4M
First Citizens Bank & Trust Co. 0.09% Add +0.2% 10,205 $4.4M
Advisor Resource Council 1.73% Reduce -7.0% 10,187 $4.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.25% Reduce -25.3% 10,167 $4.4M
Independent Wealth Network Inc. 1.30% Add +1.9% 10,163 $4.4M
Summit Wealth Partners, LLC 0.69% Add +131.5% 10,148 $4.4M
Laurel Wealth Advisors LLC 0.43% Add +3.3% 10,063 $4.4M
Towneley Capital Management, Inc / DE 0.91% Add +8.1% 10,138 $4.4M
Calton & Associates, Inc. 0.63% New 10,137 $4.4M
Private Trust Co. NA 0.39% Add +6.9% 10,478 $4.3M
Tandem Financial, LLC 1.47% Reduce -1.7% 10,090 $4.3M
Financial Plan, Inc. 0.46% Reduce -1.3% 10,065 $4.3M
Gouws Capital LLC 2.28% No change 10,030 $4.3M
Insight Advisors, LLC/ PA 0.82% Add +1.4% 10,015 $4.3M
South Shore Capital Advisors 3.14% Add +2.5% 9,993 $4.3M
Deutsche Bank AG 0.00% Reduce -10.5% 9,969 $4.3M
Titiun Yejiel 4.34% Add +228.8% 9,963 $4.3M
Certuity, LLC 0.28% Add +0.7% 9,975 $4.3M
Fermata Advisors, LLC 0.96% Add +0.6% 9,860 $4.2M
PW Nova Financial Services LLC 1.15% New 9,849 $4.2M
Westbourne Investments, Inc. 2.01% Reduce -0.3% 9,846 $4.2M
Trek Financial, LLC 0.22% Reduce -26.4% 9,818 $4.2M
Weaver Consulting Group 1.01% Reduce -0.8% 9,817 $4.2M
Evelyn Partners Investment Management Services Ltd 0.50% Reduce -20.5% 9,780 $4.2M
Encompass More Asset Management 0.71% Add +82.5% 9,759 $4.2M
AdvisorShares Investments LLC 0.76% Reduce -40.2% 9,735 $4.2M
Cornerstone Advisory, LLC 0.40% Reduce -3.0% 9,720 $4.2M
MRP Capital Investments, LLC 3.64% Add +1.5% 9,692 $4.2M
Morse Asset Management, Inc 0.87% Add +0.4% 9,670 $4.2M
Acorn Wealth Advisors, LLC 1.21% Add +14.7% 9,660 $4.2M
Solstein Capital, LLC 1.70% Reduce -5.3% 9,652 $4.2M
GTS Securities LLC 0.15% Add +20.0% 9,625 $4.1M
Fox Hill Wealth Management 1.99% Reduce -47.1% 9,613 $4.1M
Pure Financial Advisors, LLC 0.06% Add +2.1% 9,557 $4.1M
Palisades Hudson Asset Management, L.P. 1.60% Reduce -2.2% 9,545 $4.1M
CIBC Asset Management Inc 0.01% Add +176.7% 9,523 $4.1M
Mitchell McLeod Pugh & Williams Inc. 0.60% Add +6.1% 9,521 $4.1M
Private Wealth Partners, LLC 0.32% Reduce -1.0% 9,516 $4.1M
Emergent Wealth Advisors, LLC 2.42% Add +2.2% 9,505 $4.1M
Westfuller Advisors, LLC 1.76% Reduce -7.6% 9,490 $4.1M
Congress Park Capital LLC 1.25% Add +0.2% 9,485 $4.1M
NBT Bank, N.A. 0.27% Add +50.8% 9,472 $4.1M
Gradient Capital Advisors, LLC 1.05% Add +1.4% 9,446 $4.1M
Avestar Capital, LLC 0.28% Add +524.3% 9,446 $4.1M
Wealthspire Retirement, LLC 0.24% Reduce -6.2% 9,442 $4.1M
Coordinated Financial Services, Inc. 2.37% Reduce -5.6% 9,438 $4.1M
Parcion Private Wealth LLC 0.25% Reduce -0.2% 9,438 $4.1M
Compound Planning, Inc. 0.13% Add +0.7% 9,436 $4.1M
Flagship Wealth Advisors, LLC 1.74% Reduce -11.2% 13,289 $4.1M
Artesa Financial Group, LLC 3.86% Add +3.0% 9,412 $4.0M
Discipline Wealth Solutions, LLC 0.43% Add +0.3% 9,404 $4.0M
Corundum Group, Inc. 1.35% Add +8.1% 9,391 $4.0M
Newman Dignan & Sheerar, Inc. 0.85% Reduce -10.9% 9,381 $4.0M
Fiduciary Financial Group, LLC 0.53% Reduce -12.4% 9,364 $4.0M
Strategic Financial Services, Inc. 0.19% Reduce -20.8% 9,364 $4.0M
Rwa Wealth Partners, LLC 0.04% Add +6.6% 9,342 $4.0M
Verus Capital Partners, LLC 0.28% Reduce -3.9% 9,336 $4.0M
Angeles Wealth Management, LLC 0.22% Add +326.9% 9,320 $4.0M
Empirical Asset Management, LLC 1.05% Reduce -74.0% 9,237 $4.0M
Altar Rock LLC 4.67% Reduce -4.2% 9,237 $4.0M
Edgemoor Investment Advisors, Inc. 0.31% New 9,213 $4.0M
Bluesphere Advisors LLC 1.41% Reduce -1.1% 9,198 $4.0M
GWN Securities Inc. 0.76% Add +8.5% 9,183 $4.0M
Mosaic Family Wealth Partners, LLC 0.40% Add +382.1% 9,175 $3.9M
Taylor & Morgan Wealth Management, LLC 2.25% Reduce -0.8% 9,165 $3.9M
SVB Wealth LLC 0.26% Add +3.6% 9,135 $3.9M
Brendel Financial Advisors LLC 1.94% Add +3.7% 9,132 $3.9M
Creekside Partners 1.61% Add +7.7% 9,094 $3.9M
Sage Investment Advisers LLC 2.90% Reduce -1.4% 8,933 $3.9M
Welch Group, LLC 0.15% Reduce -5.9% 9,070 $3.9M
Nicholas Hoffman & Company, LLC. 0.09% Reduce -3.6% 9,060 $3.9M
Thoroughbred Financial Services, LLC 0.23% Reduce -13.6% 9,043 $3.9M
Left Brain Wealth Management, LLC 1.53% New 9,039 $3.9M
1832 Asset Management L.P. 0.01% Add +15.6% 8,988 $3.9M
Trust Co. of Toledo NA 0.37% Reduce -0.1% 8,968 $3.9M
First Bank & Trust 0.62% No change 8,940 $3.8M
RPG Investment Advisory, LLC 0.46% Add +11.1% 8,939 $3.8M
Viewpoint Investment Partners Corp. 1.78% Reduce -0.3% 8,850 $3.8M
West Michigan Advisors, LLC 0.84% Reduce -3.4% 8,872 $3.8M
Northeast Financial Group, Inc. 1.01% Reduce -6.5% 8,847 $3.8M
Altura Wealth Advisors Inc. 1.66% Reduce -7.4% 8,830 $3.8M
Wealthedge Investment Advisors, LLC 1.39% Reduce -9.2% 8,824 $3.8M
New England Private Wealth Advisors LLC 0.44% Add +0.0% 8,809 $3.8M
Money Concepts Capital Corp. 0.21% Add +12.1% 8,807 $3.8M
Chicago Partners Investment Group LLC 0.08% Reduce -22.3% 8,695 $3.8M
Alexander Labrunerie & Co., Inc. 1.43% Add +19.1% 8,794 $3.8M
Wealth Advisory Solutions, LLC 0.84% Reduce -14.5% 8,789 $3.8M
Marble Wealth, LLC 0.66% Reduce -0.6% 8,775 $3.8M
Ignite Planners, LLC 0.58% Add +7.7% 8,781 $3.8M
Aspire Private Capital, LLC 0.85% Reduce -7.2% 8,768 $3.8M
Hanson & Doremus Investment Management 0.43% No change 8,717 $3.8M
Bienville Capital Management, LLC 0.71% Add +44.6% 8,706 $3.7M
Keebeck Wealth Management 0.42% Add +13.0% 8,679 $3.7M
Broyhill Asset Management, LLC 3.66% No change 8,655 $3.7M
Diversified Management Inc. 0.64% Add +0.2% 8,651 $3.7M
Linden Thomas Advisory Services, LLC 0.36% Add +4.5% 8,636 $3.7M
Benin Management CORP 0.83% Add +11.7% 8,628 $3.7M
Mizuho Markets Cayman LP 0.20% Add +582.1% 8,581 $3.7M
Sendero Wealth Management, LLC 0.41% Reduce -3.7% 8,566 $3.7M
Gibbs Wealth Management 0.48% Add +124.6% 8,549 $3.7M
Fisher Asset Management 0.00% Add +32.1% 8,535 $3.7M
Gerber Kawasaki Wealth & Investment Management 0.12% Add +8.9% 8,516 $3.7M
Ulysses Management LLC 1.38% Add +183.3% 8,500 $3.7M
Nadler Financial Group, Inc. 0.35% Reduce -0.4% 8,498 $3.7M
Haverford Trust Co 0.03% Add +431.1% 8,497 $3.7M
Centric Wealth Management 0.73% Reduce -13.4% 8,800 $3.6M
Americana Partners, LLC 0.09% Reduce -19.8% 8,445 $3.6M
Cogent Private Wealth, Inc. 2.62% Add +13.3% 8,443 $3.6M
Arcus Capital Partners, LLC 1.31% Add +90.3% 8,442 $3.6M
Augustine Asset Management Inc. 0.81% Reduce -1.2% 8,407 $3.6M
Centennial Advisors, LLC 4.60% Add +5.9% 8,406 $3.6M
Main Street Financial Solutions, LLC 0.26% Add +2.3% 8,401 $3.6M
Centennial Wealth Advisory LLC 0.87% Add +0.4% 8,396 $3.6M
Bedel Financial Consulting, Inc. 0.41% Reduce -0.4% 8,319 $3.6M
Bath Savings Trust Co 0.38% Add +31.3% 8,277 $3.6M
Compass Ion Advisors, LLC 0.34% Reduce -0.0% 8,268 $3.6M
Bridgewater Advisors Inc. 0.21% Reduce -6.1% 8,242 $3.5M
Mission Creek Capital Partners, Inc. 0.71% Reduce -0.8% 8,237 $3.5M
Forum Finance Group S.A. 1.92% — 10,285 $3.5M
Overbrook Management Corp 0.67% Reduce -7.7% 8,216 $3.5M
Arax Advisory Partners 0.10% Reduce -38.3% 8,175 $3.5M
Farmers Trust Co. 0.55% Add +1.1% 8,171 $3.5M
Grey Ledge Advisors, LLC 0.79% Add +2.6% 8,133 $3.5M
Hyundai Investments Co., Ltd. 3.94% Add +9.9% 8,429 $3.5M
Net Worth Advisory Group 0.72% Reduce -5.0% 8,116 $3.5M
Perennial Investment Advisors, LLC 0.28% Add +8.3% 8,108 $3.5M
Valley National Advisers Inc. 0.45% Add +9.5% 8,076 $3.5M
Permanent Capital Management, LP 0.54% Reduce -16.8% 8,157 $3.5M
McRae Capital Management Inc. 0.72% Reduce -1.3% 8,030 $3.5M
Titleist Asset Management, LLC 0.26% Reduce -20.4% 8,030 $3.5M
Astra Wealth Partners LLC 2.18% Reduce -1.2% 8,022 $3.5M
Lifestyle Asset Management, Inc. 1.13% Add +13.3% 8,017 $3.4M
Daymark Wealth Partners, LLC 0.11% Reduce -0.5% 8,009 $3.4M
Empower Advisory Group, LLC 0.01% Reduce -16.3% 8,000 $3.4M
D'Orazio & Associates, Inc. 0.44% Add +1.8% 7,983 $3.4M
Walkner Condon Financial Advisors LLC 0.45% Reduce -10.0% 7,974 $3.4M
Rothschild Wealth LLC 0.31% Add +389.9% 7,970 $3.4M
Armstrong Advisory Group, Inc. 0.23% Reduce -7.1% 7,969 $3.4M
Pittenger & Anderson Inc. 0.14% Add +13.3% 7,963 $3.4M
Clear Harbor Asset Management, LLC 0.24% Add +0.9% 7,882 $3.4M
Biondo Investment Advisors, LLC 0.43% New 7,846 $3.4M
Aua Capital Management, LLC 1.72% No change 7,836 $3.4M
Northwest & Ethical Investments L.P. 0.08% No change 7,830 $3.4M
Legacy Advisors, LLC 0.40% Reduce -0.0% 7,786 $3.4M
WorthPointe, LLC 0.91% Add +23.1% 7,752 $3.3M
Capital Wealth Planning, LLC 0.02% Reduce -42.2% 7,747 $3.3M
Raleigh Capital Management Inc. 1.15% Add +43.1% 7,743 $3.3M
EPG Wealth Management LLC 0.90% Reduce -4.3% 7,718 $3.3M
NavPoint Financial, Inc. 1.34% No change 7,716 $3.3M
Financial Guidance Group, Inc. 1.33% Reduce -1.2% 7,712 $3.3M
Baker Ellis Asset Management LLC 0.39% Reduce -4.5% 7,704 $3.3M
Wisconsin Wealth Advisors, LLC 3.25% Reduce -4.7% 7,676 $3.3M
Peak Planning Group, LLC 0.92% Reduce -0.7% 7,675 $3.3M
Orographic Financial Advisors, LLC 2.34% — 7,671 $3.3M
Nelson Capital Management, LLC 0.40% No change 7,658 $3.3M
SlateStone Wealth, LLC 0.27% Reduce -4.6% 7,655 $3.3M
Amplius Wealth Advisors, LLC 0.27% Reduce -1.0% 7,651 $3.3M
Kercheville Advisors, LLC 1.05% Reduce -1.0% 7,639 $3.3M
Caxton Corp. 81.50% Add +9.5% 7,623 $3.3M
LRT Capital Management, LLC 3.05% New 7,593 $3.3M
Quintet Private Bank (Europe) S.A. 0.22% Reduce -25.0% 7,569 $3.3M
Roundview Capital LLC 0.20% Reduce -10.4% 7,524 $3.2M
Total Clarity Wealth Management, Inc. 0.76% Reduce -4.2% 7,513 $3.2M
LVM Capital Management Ltd. 0.30% Reduce -1.3% 7,475 $3.2M
Midwest Professional Planners, LTD. 0.76% Reduce -16.2% 7,458 $3.2M
Firestone Capital Management 0.67% Add +2.9% 7,445 $3.2M
Schnieders Capital Management, Llc. 0.51% Add +10.8% 7,435 $3.2M
Purkiss Capital Advisors LLC 1.40% Add +1.4% 7,382 $3.2M
Cassaday & Co Wealth Management LLC 0.07% Add +1.9% 7,370 $3.2M
ArchPoint Investors 0.75% No change 7,362 $3.2M
Carnegie Investment Counsel 0.06% Add +1.2% 7,350 $3.2M
Sowell Financial Services LLC 0.12% Reduce -17.2% 7,347 $3.2M
Landmark Wealth Management, Inc. 1.19% Reduce -8.4% 7,339 $3.2M
WealthShield Partners, LLC 0.35% Reduce -1.7% 7,322 $3.2M
Quest 10 Wealth Builders, Inc. 2.76% Reduce -1.2% 7,314 $3.1M
Liberty Wealth Management LLC 0.39% Add +0.4% 7,302 $3.1M
Encompass Wealth Advisors, LLC 1.09% No change 7,300 $3.1M
Penn Davis McFarland Inc. 0.31% Reduce -2.5% 7,283 $3.1M
Magnus Financial Group LLC 0.26% Reduce -2.4% 7,268 $3.1M
Florida Financial Advisors, LLC 0.75% Reduce -0.7% 7,251 $3.1M
Herbst Group, LLC 1.91% Reduce -26.6% 7,205 $3.1M
Valeo Financial Advisors, LLC 0.07% Reduce -26.6% 7,190 $3.1M
Madison Wealth Partners, Inc 0.49% Add +17.5% 7,187 $3.1M
Pullen Investment Management, LLC 1.54% Add +0.3% 7,138 $3.1M
Balanced Wealth Group LLC 1.10% Reduce -3.9% 7,132 $3.1M
Almanack Investment Partners, LLC. 0.52% Add +276.4% 7,129 $3.1M
Financial Management Network Inc. 0.47% Add +2.3% 7,003 $3.1M
Werba Rubin Papier Wealth Management 0.43% Add +5.1% 7,118 $3.1M
Verdence Capital Advisors LLC 0.18% Add +17.9% 7,116 $3.1M
Ascentis Independent Advisors 0.23% Add +192.4% 7,113 $3.1M
Valmark Advisers, Inc. 0.04% Add +22.2% 7,086 $3.0M
CCG Wealth Management, LLC 0.82% Add +83.1% 7,069 $3.0M
Glass Jacobson Investment Advisors llc 1.05% Reduce -9.5% 7,045 $3.0M
Sincerus Advisory, LLC 2.30% Reduce -0.8% 7,039 $3.0M
Avantax Planning Partners, Inc. 0.08% Reduce -4.6% 7,029 $3.0M
Innovative Asset Advisors Group, LLC 1.74% — 7,020 $3.0M
PKS Advisory Services, LLC 0.70% Add +7.4% 7,015 $3.0M
Destiny Wealth Partners, LLC 0.33% Add +7.6% 7,013 $3.0M
Lionsbridge Wealth Management LLC 3.03% Reduce -1.5% 7,008 $3.0M
Seamount Financial Group Inc. 1.36% Reduce -28.4% 7,001 $3.0M
New Paradigm Capital Management, LLC 6.43% — 7,000 $3.0M
Aberdeen Wealth Management LLC 1.37% No change 6,992 $3.0M
COFG Advisors, LLC 0.74% Add +4.8% 6,971 $3.0M
Arlington Trust Co LLC 0.26% Reduce -3.2% 6,971 $3.0M
Pathfinder Wealth Consulting, Inc. 1.94% Reduce -3.1% 6,968 $3.0M
Helium Advisors LLC 2.87% Add +47.0% 6,967 $3.0M
CRA Financial Services, LLC 0.39% Reduce -4.8% 6,966 $3.0M
Jeppson Wealth Management, LLC 0.94% Reduce -10.2% 6,965 $3.0M
Wellington Shields Capital Management, LLC 0.45% No change 6,944 $3.0M
Heritage Oak Wealth Advisors LLC 0.95% Reduce -37.4% 6,931 $3.0M
Independence Bank of Kentucky 0.38% Reduce -9.9% 6,912 $3.0M
Olde Wealth Management, LLC 0.94% No change 6,906 $3.0M
White Lighthouse Investment Management Inc. 0.41% Reduce -3.0% 6,883 $3.0M
Tyche Wealth Partners LLC 0.46% Reduce -3.9% 6,866 $3.0M
NorthRock Partners, LLC 0.05% Add +39.6% 6,864 $3.0M
Tiemann Investment Advisors, LLC 1.16% Reduce -9.0% 6,862 $3.0M
Sovereign Financial Group, Inc. 0.51% Add +6.2% 6,858 $3.0M
Zinnia Wealth Advisory, LLC 3.30% Add +53.8% 6,848 $2.9M
Cove Private Wealth, LLC 0.67% Reduce -0.9% 6,825 $2.9M
Schneider Downs Wealth Management Advisors, LP 0.32% Add +3.5% 6,802 $2.9M
Private Harbour Investment Management & Counsel, LLC 3.19% Reduce -2.7% 6,743 $2.9M
Turning Point Benefit Group, Inc. 1.85% Reduce -10.2% 6,781 $2.9M
Agf Management Ltd. 0.01% Add +8.4% 6,735 $2.9M
Lee Danner & Bass Inc. 0.18% Add +32.0% 6,710 $2.9M
Cim, LLC 0.42% Reduce -1.6% 6,696 $2.9M
Silverlake Wealth Management LLC 0.61% Reduce -2.6% 6,684 $2.9M
Crestwood Advisors Group, LLC 0.05% Reduce -0.3% 6,679 $2.9M
Bravera Wealth 1.29% Add +12.2% 6,678 $2.9M
Strategic Financial Concepts, LLC 0.71% Reduce -6.7% 6,663 $2.9M
NorthCoast Asset Management LLC 0.07% Add +7.8% 6,646 $2.9M
SteelPeak Wealth, LLC 0.09% Reduce -39.6% 6,638 $2.9M
Allied Investment Advisors, LLC 0.41% No change 6,629 $2.9M
Investment Management Trust, LLC 2.78% — 6,622 $2.8M
SpringVest Wealth Management LLC 1.95% Add +0.4% 6,622 $2.8M
Modus Advisors, LLC 0.78% Reduce -3.7% 6,611 $2.8M
Excalibur Management Corp. 1.02% Reduce -1.1% 6,585 $2.8M
SHUTTLEWORTH & Co 2.56% Add +2.5% 6,570 $2.8M
F&V Capital Management, LLC 0.59% New 6,530 $2.8M
Oarsman Capital, Inc. 0.35% Reduce -2.7% 6,528 $2.8M
Lederer & Associates Investment Counsel 1.99% Add +6.2% 6,523 $2.8M
Pacific Point Advisors, LLC 1.48% Add +97.3% 6,516 $2.8M
Disciplined Investors, L.L.C. 1.67% Reduce -1.1% 6,501 $2.8M
Holowesko Partners Ltd. 0.78% Add +32.6% 6,500 $2.8M
S.A. Mason LLC 1.05% Reduce -0.4% 6,493 $2.8M
Ritholtz Wealth Management 0.05% Add +10.0% 6,456 $2.8M
ZEGA Investments, LLC 0.52% Add +146.0% 6,423 $2.8M
BKM Wealth Management, LLC 1.01% Reduce -2.3% 6,412 $2.8M
Cowa, LLC 0.80% Reduce -22.1% 6,406 $2.8M
Hansen & Associates Financial Group, Inc. 1.48% Add +168.2% 6,401 $2.7M
McHugh Group, LLC 1.64% No change 6,385 $2.7M
Aprio Wealth Management, LLC 0.15% Reduce -3.9% 6,378 $2.7M
American Institute for Advanced Investment Management, LLP 1.77% Add +4.9% 6,392 $2.7M
Austin Wealth Management, LLC 0.62% Reduce -31.3% 6,371 $2.7M
Mason & Associates Inc 0.53% Add +5.3% 6,570 $2.7M
Highline Wealth Partners LLC 0.70% Reduce -28.3% 6,328 $2.7M
HBK Sorce Advisory LLC 0.06% Reduce -4.4% 6,246 $2.7M
PMV Capital Advisers, LLC 4.57% Reduce -2.3% 6,295 $2.7M
Herold Advisors, Inc. 0.59% No change 6,284 $2.7M
Rebalance, LLC 0.16% No change 6,253 $2.7M
Reyes Financial Architecture, Inc. 2.20% Reduce -90.0% 6,247 $2.7M
Balyasny Asset Management L.P. 0.01% Add +95.7% 6,245 $2.7M
Hutchens & Kramer Investment Management Group, LLC 0.85% Reduce -4.3% 6,236 $2.7M
High Note Wealth, LLC 0.53% Add +0.1% 6,235 $2.7M
Richmond Investment Services, LLC 0.43% Add +136.7% 6,230 $2.7M
J2 Capital Management Inc 1.84% Reduce -0.2% 6,229 $2.7M
Element Pointe Advisors, LLC 0.50% Reduce -23.2% 6,187 $2.7M
Mainstream Capital Management LLC 1.79% Add +0.2% 6,185 $2.7M
TBH Global Asset Management, LLC 0.53% Add +6.9% 6,169 $2.7M
Bradley & Co. Private Wealth Management, LLC 1.40% Add +1.2% 6,152 $2.6M
BOS Asset Management, LLC 0.68% Reduce -10.7% 6,140 $2.6M
Beirne Wealth Consulting Services, LLC 0.74% Add +0.0% 6,115 $2.6M
Intellectus Partners, LLC 0.54% Reduce -30.7% 6,101 $2.6M
Leavell Investment Management, Inc. 0.11% Reduce -1.7% 6,090 $2.6M
Clear Street Group Inc. 0.01% Reduce -29.1% 6,088 $2.6M
Secure Asset Management, LLC 0.41% Add +0.6% 6,043 $2.6M
Account Management LLC 2.84% No change 6,025 $2.6M
Alterna Wealth Management, Inc. 1.96% Add +4.7% 6,005 $2.6M
Isthmus Partners, LLC 0.27% No change 6,000 $2.6M
Ballast Rock Private Wealth LLC 1.42% Reduce -1.9% 5,961 $2.6M
Signaturefd, LLC 0.04% Reduce -52.9% 5,925 $2.5M
Connective Portfolio Management, LLC 6.89% Reduce -37.5% 5,915 $2.5M
SHP Wealth Management 0.19% Add +0.7% 5,857 $2.5M
Naples Global Advisors, LLC 0.18% Add +12.9% 5,841 $2.5M
MMBG Investment Advisors Co. 0.23% No change 5,815 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +6.1% 5,813 $2.5M
Lavelle Capital LP 1.55% Add +1.6% 5,813 $2.5M
HM Payson & Co. 0.04% Add +13.5% 5,810 $2.5M
Beese Fulmer Investment Management, Inc. 0.16% Reduce -5.1% 5,810 $2.5M
Good Steward Wealth Advisors,LLC 1.61% Reduce -2.8% 5,808 $2.5M
Cadent Capital Advisors, LLC 0.66% Reduce -0.2% 5,791 $2.5M
Brighton Securities Corp. 1.20% Add +27.4% 5,780 $2.5M
Brandywine Oak Private Wealth LLC 0.21% Add +1.8% 5,766 $2.5M
Loomis Sayles & Co. L P 0.00% Reduce -48.9% 5,750 $2.5M
KFG Wealth Management, LLC 0.32% Add +4.6% 5,724 $2.5M
Markin Asset Management, LP 2.70% Reduce -48.5% 5,715 $2.5M
Pegasus Asset Management, Inc. 0.79% Reduce -0.3% 5,713 $2.5M
Patrick Mauro Investment Advisor, INC. 1.24% Reduce -11.8% 5,710 $2.5M
Advisors Preferred, LLC 0.36% Reduce -15.7% 5,705 $2.5M
Pin Oak Investment Advisors Inc. 1.73% Add +1.1% 5,696 $2.5M
O'ROURKE & COMPANY, Inc 0.97% Add +8.6% 5,684 $2.4M
Retirement Capital Strategies 0.92% Reduce -62.3% 5,681 $2.4M
Patten Group, Inc. 0.42% Add +0.3% 5,674 $2.4M
Doheny Asset Management 1.59% No change 5,670 $2.4M
Wolff Wiese Magana LLC 1.35% Add +71.9% 5,667 $2.4M
VeraBank, N.A. 0.45% Add +6.6% 5,662 $2.4M
Keystone Financial Group 0.17% Add +11.0% 5,659 $2.4M
Soltis Investment Advisors LLC 0.16% Reduce -2.9% 5,654 $2.4M
Meridian Wealth Advisors, LLC 0.32% Add +0.8% 5,646 $2.4M
Delta Investment Management, LLC 0.43% Add +1.0% 5,643 $2.4M
Axiom Investment Management LLC 1.84% — 5,629 $2.4M
Waterloo Capital, L.P. 0.17% Add +65.5% 5,611 $2.4M
Laffer Tengler Investments, Inc. 0.42% Add +833.3% 5,600 $2.4M
Gables Capital Management Inc. 1.02% No change 5,598 $2.4M
Clarus Wealth Advisors 1.02% Reduce -1.3% 5,564 $2.4M
Heartwood Wealth Advisors LLC 0.21% Add +5.7% 5,578 $2.4M
Victory Financial Group, LLC 0.29% Add +1.5% 5,523 $2.4M
Rossby Financial, LCC 0.50% Add +53.6% 5,424 $2.4M
Cornerstone Planning Group LLC 0.32% Add +126.3% 5,664 $2.4M
Argentarii, LLC 0.83% No change 5,500 $2.4M
Mill Creek Capital Advisors, LLC 0.05% Add +1.9% 5,499 $2.4M
Chicago Wealth Management, Inc. 0.94% Add +16.6% 5,483 $2.4M
Cascades Capital Asset Management, LLC 1.00% Add +45.6% 5,457 $2.3M
Institute for Wealth Management, LLC. 0.25% Add +46.5% 5,434 $2.3M
Moss Adams Wealth Advisors LLC 0.17% Reduce -1.1% 5,421 $2.3M
Wolverine Asset Management LLC 0.12% Add +51.5% 5,408 $2.3M
Forbes J M & Co. LLP 0.20% No change 5,406 $2.3M
Terra Nova Asset Management LLC 1.72% Add +12.5% 5,400 $2.3M
Div Capital Phoenix Assets Ltd 0.53% New 5,400 $2.3M
Principle Wealth Partners LLC 0.13% Add +21.6% 5,400 $2.3M
Kimelman & Baird, LLC 0.19% No change 5,390 $2.3M
Founders Financial Securities LLC 0.13% Reduce -21.9% 5,294 $2.3M
Moulton Wealth Management, Inc. 1.57% Reduce -0.1% 5,378 $2.3M
Fell Capital Management 2.21% Reduce -5.6% 5,370 $2.3M
Westco Advisory Services Inc. 1.48% Reduce -1.9% 5,357 $2.3M
Harbour Capital Advisors, LLC 0.44% Add +4.2% 5,295 $2.3M
Park National Corp. 0.07% Reduce -7.2% 5,345 $2.3M
Eastern Bank 0.04% Reduce -7.2% 5,338 $2.3M
Essential Investment Partners LLC 2.12% Reduce -1.0% 5,329 $2.3M
Genesis Wealth Advisors, LLC 1.52% No change 5,308 $2.3M
Brick & Kyle, Associates 0.75% Reduce -18.1% 5,299 $2.3M
Chesapeake Asset Management LLC 1.82% No change 5,282 $2.3M
Douglass Winthrop Advisors, LLC 0.04% Reduce -8.8% 5,271 $2.3M
Ofc Financial Planning, LLC 2.23% Reduce -0.5% 5,269 $2.3M
Diligent Investors, LLC 0.56% Add +3.5% 5,261 $2.3M
First United Bank & Trust 0.73% Add +20.8% 5,258 $2.3M
Bogart Wealth, LLC 0.09% Reduce -19.1% 5,247 $2.3M
Arrowroot Family Office, LLC 0.75% Add +1.6% 5,244 $2.3M
Crewe Advisors LLC 0.19% Add +2.4% 5,244 $2.3M
Kassira Wealth Management LLC 2.07% Reduce -28.1% 5,241 $2.3M
Quadcap Wealth Management, LLC 0.26% Add +0.3% 5,236 $2.3M
Barings LLC 0.04% Reduce -46.4% 5,273 $2.3M
Investment Partners, LTD. 0.80% Reduce -0.2% 5,222 $2.2M
Schaper Benz & Wise Investment Counsel Inc. 0.17% Reduce -1.9% 5,213 $2.2M
Triad Wealth Partners, LLC 0.18% Add +15.5% 5,212 $2.2M
Premier Financial Group 0.38% Reduce -1.4% 5,080 $2.2M
Montecito Bank & Trust 0.37% Reduce -3.2% 5,186 $2.2M
Patriot Financial Group Insurance Agency, LLC 0.13% Add +66.7% 5,180 $2.2M
Innova Wealth Partners 1.06% Reduce -68.5% 5,176 $2.2M
Vista Investment Partners Ii, LLC 1.00% Add +2.5% 5,176 $2.2M
Private Wealth Asset Management, LLC 0.24% Reduce -11.8% 5,160 $2.2M
XTX Topco Ltd 0.04% New 5,139 $2.2M
Benchmark Financial Wealth Advisors, LLC 0.61% Add +236.1% 5,132 $2.2M
Hodges Capital Management Inc. 0.18% Add +20.8% 5,120 $2.2M
Gould Asset Management LLC 0.38% Reduce -8.4% 5,120 $2.2M
Visionary Horizons, LLC 1.08% Add +48.5% 5,108 $2.2M
Johnson Bixby & Associates, LLC 0.27% Add +4.5% 5,101 $2.2M
Lansing Street Advisors 0.55% Add +0.5% 5,095 $2.2M
Wealthgarden F.S. LLC 1.49% Reduce -4.9% 5,072 $2.2M
Alteri Wealth LLC 0.71% Reduce -3.6% 5,068 $2.2M
LCNB Corp. 0.73% Reduce -8.3% 5,057 $2.2M
Colonial Trust Co / SC 0.30% Add +0.7% 5,051 $2.2M
Greenline Partners, LLC 0.23% No change 5,049 $2.2M
ION Fund Management Ltd 0.33% Reduce -22.8% 5,045 $2.2M
Huntleigh Advisors, Inc. 0.37% Add +1.8% 5,016 $2.2M
Towerpoint Wealth, LLC 0.87% Reduce -1.0% 5,012 $2.2M
Polymer Capital Management (US) LLC 0.32% No change 5,000 $2.2M
Nwi Management LP 0.13% No change 5,000 $2.2M
Capital Advisors Inc. 0.03% Reduce -1.0% 4,998 $2.2M
Commons Capital, LLC 1.79% Reduce -18.2% 4,986 $2.1M
Badgley Phelps Wealth Managers, LLC 0.04% Reduce -1.8% 4,981 $2.1M
ARS Investment Partners, LLC 0.11% No change 4,979 $2.1M
Empirical Finance, LLC 0.10% Reduce -33.6% 4,945 $2.1M
Strategy Asset Managers LLC 0.35% Reduce -0.8% 4,942 $2.1M
LaSalle St. Investment Advisors, LLC 0.30% Reduce -18.1% 4,925 $2.1M
Finer Wealth Management, Inc. 1.07% Add +5.1% 4,925 $2.1M
Cascade Financial Partners, LLC 0.22% Add +0.4% 4,918 $2.1M
Pinnacle Wealth Management Advisory Group, LLC 0.14% Add +31.7% 4,918 $2.1M
Grandview Asset Management LLC 0.62% Reduce -0.6% 4,791 $2.1M
Seeds Investor LLC 0.29% Reduce -1.9% 4,715 $2.1M
Capital Markets Trading UK LLP 1.89% Add +778.0% 4,873 $2.1M
Carret Asset Management, LLC 0.21% Add +2.1% 4,872 $2.1M
Clear Wave Wealth Management LLC 0.53% — 4,851 $2.1M
Advisors Capital Management, LLC 0.02% Add +2.7% 4,826 $2.1M
Darden Wealth Group Inc 1.06% Add +17.0% 4,824 $2.1M
Aspen Investment Management Inc 0.63% Reduce -32.3% 4,816 $2.1M
DeDora Capital, Inc. 0.51% Reduce -2.6% 4,812 $2.1M
Inspire Advisors, LLC 0.17% Reduce -1.7% 4,803 $2.1M
GM Advisory Group, LLC 0.08% Reduce -1.1% 4,796 $2.1M
Cozad Asset Management Inc. 0.16% Add +0.2% 4,783 $2.1M
WealthTrust Asset Management, LLC 1.23% Reduce -0.4% 4,778 $2.1M
Pallas Capital Advisors LLC 0.08% Add +13.9% 4,756 $2.0M
Norman Fields, Gottscho Capital Management, LLC 0.68% Reduce -2.5% 4,756 $2.0M
Crumly & Associates Inc. 0.43% Add +1.3% 4,750 $2.0M
Game Creek Capital, LP 0.79% Reduce -14.0% 4,750 $2.0M
Values First Advisors, Inc. 1.06% Add +10.6% 4,734 $2.0M
Ellis Investment Partners, LLC 0.35% Add +1.8% 4,726 $2.0M
Signature Estate & Investment Advisors LLC 0.04% Add +0.6% 4,707 $2.0M
Autumn Glory Partners, LLC 0.74% Reduce -6.0% 4,705 $2.0M
Capstone Wealth Management Group LLC 1.24% Add +1.0% 4,679 $2.0M
Kirtland Hills Capital Management, LLC 0.64% Add +77.4% 4,617 $2.0M
WealthPlan Investment Management, LLC 0.11% Add +1.3% 4,646 $2.0M
Farmers & Merchants Investments Inc. 0.06% Add +24.9% 4,636 $2.0M
Beto Financial Group, LLC 1.16% Reduce -35.8% 4,608 $2.0M
Activest Wealth Management 0.35% Add +13.9% 4,620 $2.0M
Fifth Third Wealth Advisors LLC 0.07% Add +23.5% 4,618 $2.0M
Manchester Capital Management LLC 0.29% Reduce -30.0% 4,608 $2.0M
Per Stirling Capital Management, LLC. 0.22% Reduce -15.7% 4,599 $2.0M
Hudson Capital Management LLC 0.53% Reduce -3.7% 4,596 $2.0M
Weaver Capital Management LLC 0.43% Reduce -21.2% 4,589 $2.0M
Vienna Asset Management LLC 1.55% Reduce -42.0% 4,571 $2.0M
D L Carlson Investment Group Inc. 0.34% Reduce -7.9% 4,568 $2.0M
Private Client Services, LLC 0.59% Add +0.4% 4,559 $2.0M
Fidelis Wealth Advisors LLC 2.86% Add +2.8% 4,558 $2.0M
Northstar Advisory Group, LLC 0.75% New 4,555 $2.0M
Wealth Quarterback LLC 0.77% Reduce -12.0% 4,553 $2.0M
Southeast Asset Advisors, LLC 0.21% Reduce -90.4% 4,550 $2.0M
Summit Financial Wealth Advisors, LLC 0.28% Reduce -3.9% 4,537 $2.0M
Kraft, Davis & Associates, LLC 0.41% Reduce -7.8% 4,568 $1.9M
Clay Northam Wealth Management, LLC 1.09% Add +43.7% 4,494 $1.9M
San Luis Wealth Advisors LLC 0.32% Reduce -33.3% 4,486 $1.9M
Insight Wealth Partners, LLC 0.78% Add +5.0% 4,482 $1.9M
Elevation Advisory Partners LLC 1.80% — 4,050 $1.9M
Pinnacle Wealth Planning Services, Inc. 0.20% Reduce -0.3% 4,457 $1.9M
Wedgewood Investors Inc. 2.20% No change 4,450 $1.9M
Linscomb Wealth, Inc. 0.09% Add +77.6% 4,442 $1.9M
High Net Worth Advisory Group LLC 0.45% No change 4,438 $1.9M
Fund Advisors of America Inc 1.93% Reduce -8.9% 4,429 $1.9M
Phillips Financial Management, LLC 0.14% Reduce -17.7% 4,422 $1.9M
Lexington Hill Partners, LLC 1.08% No change 4,421 $1.9M
JFS Wealth Advisors, LLC 0.11% Reduce -11.8% 4,411 $1.9M
Community Bank, N.A. 0.23% No change 4,399 $1.9M
DiPaolo Financial Group, Inc. 1.37% Add +45.4% 4,387 $1.9M
Financial Management Professionals, Inc. 0.21% Add +0.1% 4,387 $1.9M
Towne Trust Company, N.A 0.61% Add +16.5% 4,380 $1.9M
Wells Financial Advisors INC 8.55% Reduce -55.8% 4,370 $1.9M
Broadleaf Partners, LLC 0.44% Add +268.6% 4,364 $1.9M
SevenBridge Financial Group, LLC 0.29% Reduce -6.9% 4,310 $1.9M
CrossGen Wealth, LLC 1.64% Add +3.4% 4,349 $1.9M
Baxter Bros Inc. 0.23% Reduce -16.1% 4,347 $1.9M
Whalerock Point Partners, LLC 0.37% Add +2.8% 4,340 $1.9M
Nilsine Partners, LLC 0.14% Reduce -1.7% 4,317 $1.9M
Nicholson Wealth Management Group, LLC 1.08% Add +8.3% 4,305 $1.9M
Jamison Private Wealth Management, Inc. 0.23% Add +0.0% 4,302 $1.9M
Waldron Private Wealth LLC 0.07% Add +5.9% 4,289 $1.8M
United Bank 0.61% Add +50.6% 4,280 $1.8M
Shearwater Capital LLC 0.97% No change 4,278 $1.8M
Azzad Asset Management Inc. 0.19% Add +26.7% 4,276 $1.8M
Advisor OS, LLC 0.13% Add +6.2% 4,270 $1.8M
PlanVest Financial, Inc 1.40% — 4,267 $1.8M
Caitlin John, LLC 1.11% Reduce -16.7% 4,262 $1.8M
Saxony Capital Management, LLC 1.06% Reduce -0.6% 4,255 $1.8M
First Business Financial Services, Inc. 0.16% Reduce -19.1% 4,247 $1.8M
Rakuten Securities, Inc. 0.76% Reduce -15.5% 4,244 $1.8M
Forte Asset Management LLC 0.80% Add +5.5% 4,240 $1.8M
Fsa Wealth Partners, Inc. 0.86% Add +3.9% 4,228 $1.8M
Cedarwood Wealth LLC 1.84% Add +9.2% 4,226 $1.8M
MFA Wealth Services 1.20% Add +5.1% 4,222 $1.8M
PDS Planning, Inc 0.12% Reduce -2.3% 4,217 $1.8M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -1.0% 4,211 $1.8M
Houlihan Financial Resource Group, Ltd. 0.71% No change 4,205 $1.8M
Wimmer Associates 1, LLC 0.88% Add +10.2% 4,200 $1.8M
Sulzberger Capital Advisors, Inc. 1.84% Add +19.4% 4,195 $1.8M
Harrington Investments, INC 0.95% Reduce -2.2% 4,191 $1.8M
Venture Visionary Partners LLC 0.06% Add +0.1% 4,190 $1.8M
Hengehold Capital Management LLC 0.16% No change 4,189 $1.8M
First City Capital Management, Inc. 0.95% Reduce -1.2% 4,184 $1.8M
Bartlett & Co. Wealth Management LLC 0.02% Add +0.4% 4,331 $1.8M
Jupiter Wealth Management LLC 0.71% Reduce -19.4% 4,145 $1.8M
Busey Bank 0.05% Reduce -3.3% 4,122 $1.8M
Marnell Management LLC 1.18% Reduce -38.5% 4,121 $1.8M
Primoris Wealth Advisors, LLC 1.24% Reduce -43.7% 4,120 $1.8M
WASHINGTON TRUST Co 0.06% Add +8.9% 4,111 $1.8M
Daytona Street Capital LLC 1.36% Reduce -0.1% 4,017 $1.8M
Appleton Partners Inc. 0.12% Reduce -1.3% 4,089 $1.8M
Rik Saylor Financial, Inc. 1.33% Reduce -1.9% 4,085 $1.8M
Sunbelt Securities, Inc. 0.11% Reduce -13.8% 4,084 $1.8M
WIM INVESTMENT MANAGEMENT Ltd 0.52% New 4,071 $1.8M
Winthrop Capital Management, LLC 0.45% Reduce -8.9% 4,066 $1.8M
Blue Bell Private Wealth Management, LLC 0.25% Add +2.7% 4,067 $1.7M
Columbia Asset Management 0.33% Add +3.1% 4,055 $1.7M
Legacy Wealth Partners, LLC 0.44% Reduce -70.9% 4,043 $1.7M
Claro Advisors Inc. 0.21% Add +24.9% 4,036 $1.7M
Navellier & Associates Inc. 0.18% Reduce -8.0% 4,029 $1.7M
CX Institutional 0.05% Reduce -1.2% 4,017 $1.7M
Stelac Advisory Services LLC 0.35% Add +23.0% 4,005 $1.7M
Turtle Creek Wealth Advisors, LLC 0.13% Add +78.5% 3,983 $1.7M
Journey Strategic Wealth LLC 0.04% Reduce -0.3% 3,981 $1.7M
Hilltop National Bank 0.41% No change 3,981 $1.7M
Beaird Harris Wealth Management, LLC 0.12% Add +3.5% 3,976 $1.7M
Spinnaker Trust 0.09% Reduce -0.3% 3,946 $1.7M
Krilogy Financial LLC 0.05% Reduce -36.0% 3,852 $1.7M
BLB&B Advisors, LLC 0.07% Add +12.5% 3,938 $1.7M
Byrne Asset Management LLC 1.01% Reduce -16.8% 3,936 $1.7M
RIA Advisory Group LLC 0.41% Add +116.2% 3,933 $1.7M
Diversified Enterprises, LLC 0.09% Add +10.1% 3,922 $1.7M
United Financial Planning Group LLC 1.00% Add +45.5% 3,920 $1.7M
Pacific Sage Partners, LLC 0.27% Add +0.3% 3,916 $1.7M
Legacy Financial Advisors, Inc. 0.23% Add +0.4% 3,906 $1.7M
Paragon Private Wealth Management, LLC 0.53% Add +1.6% 3,899 $1.7M
Wealth Advisors of Iowa, LLC 0.52% Add +24.6% 3,896 $1.7M
Arbor Wealth Management LLC\AZ 1.65% Reduce -0.3% 3,889 $1.7M
Giverny Capital 0.06% No change 3,876 $1.7M
Invst, LLC 0.19% Add +27.8% 3,866 $1.7M
Horizon Kinetics Asset Management LLC 0.02% Add +6.0% 3,863 $1.7M
Everest Financial Group LLC 0.27% Add +194.9% 3,857 $1.7M
Milestones Private Investment Advisors LLC 1.46% Reduce -30.6% 3,850 $1.7M
Glenview Trust Co 0.03% Add +0.7% 3,838 $1.7M
Schmidt P J Investment Management Inc. 0.28% Reduce -0.3% 3,824 $1.6M
Quaker Wealth Management, LLC 0.51% Add +0.5% 3,810 $1.6M
HBW Advisory Services LLC 0.17% Add +28.7% 3,792 $1.6M
First National Bank of Omaha 0.05% Add +1.5% 3,934 $1.6M
First Bancorp, Inc 0.81% Add +3.4% 3,790 $1.6M
FCG Investment Co 0.71% — 3,790 $1.6M
N.E.W. Advisory Services LLC 0.12% Add +4.5% 3,790 $1.6M
Summa Corp. 0.67% Reduce -21.2% 3,788 $1.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.03% Reduce -10.6% 3,784 $1.6M
Sweeney & Michel, LLC 0.48% Add +0.4% 3,723 $1.6M
James Investment Research, Inc. 0.18% Reduce -12.6% 3,758 $1.6M
Summerhill Capital Management lnc. 1.41% New 3,755 $1.6M
Legacy Solutions, LLC 1.50% Add +0.6% 3,750 $1.6M
Chemistry Wealth Management LLC 0.28% No change 3,744 $1.6M
NorthCrest Asset Manangement, LLC 0.05% Add +194.3% 3,750 $1.6M
SYM FINANCIAL Corp 0.16% Reduce -0.9% 3,740 $1.6M
Venturi Wealth Management, LLC 0.07% Add +3.9% 3,738 $1.6M
Finivi Inc. 0.88% Add +1.2% 3,730 $1.6M
Viawealth, LLC 0.89% Add +3.0% 3,723 $1.6M
Calamos Wealth Management LLC 0.06% Add +2.8% 3,721 $1.6M
Calamos Advisors LLC 0.01% New 3,721 $1.6M
Fairfield, Bush & Co. 0.89% Reduce -0.2% 3,713 $1.6M
International Private Wealth Advisors LLC 0.98% Reduce -9.9% 3,706 $1.6M
BNP Paribas 0.05% Reduce -16.8% 3,705 $1.6M
Smithbridge Asset Management Inc. 0.24% New 3,700 $1.6M
TRB Wealth Management, LLC 0.23% — 3,700 $1.6M
Retirement Income Solutions, Inc. 0.27% Reduce -0.5% 3,698 $1.6M
WealthPLAN Partners, LLC 0.31% Reduce -8.1% 3,694 $1.6M
Evolve Private Wealth, LLC 0.09% Add +22.2% 3,694 $1.6M
Bensler, LLC 0.16% Add +17.2% 3,693 $1.6M
American Capital Advisory, LLC 0.64% Reduce -13.0% 3,689 $1.6M
Black Diamond Financial, LLC 0.17% Add +3.1% 3,676 $1.6M
MBA Advisors LLC 0.61% Reduce -1.5% 3,676 $1.6M
One Wealth Advisors, LLC 0.20% Add +192.8% 3,669 $1.6M
URS Advisory LLC 1.15% Reduce -31.0% 3,660 $1.6M
Pinnacle Bancorp, Inc. 0.46% Reduce -0.6% 3,647 $1.6M
Mainsail Asset Management, LLC 0.70% No change 3,643 $1.6M
Pinnacle Family Advisors, LLC 0.74% Reduce -66.3% 3,641 $1.6M
Corsair Capital Management, L.P. 0.23% No change 3,640 $1.6M
Berger Financial Group, Inc 0.09% Reduce -10.7% 3,636 $1.6M
Ameliora Wealth Management Ltd. 0.50% Add +15.8% 3,632 $1.6M
Stonehaven Wealth & Tax Solutions, LLC 1.38% Add +0.3% 3,620 $1.6M
Hurley Capital, LLC 0.84% Add +1.6% 3,619 $1.6M
Mechanics Bank Trust Department 0.22% Add +15.3% 3,612 $1.6M
Chico Wealth RIA 0.95% No change 3,600 $1.5M
Sharkey, Howes & Javer 0.21% Reduce -39.2% 3,600 $1.5M
Access Financial Services, Inc. 0.55% Reduce -1.7% 3,590 $1.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 3,564 $1.5M
Glen Eagle Advisors, LLC 0.21% Reduce -77.7% 3,560 $1.5M
Peak Wealth Management LLC 1.26% Reduce -53.1% 3,556 $1.5M
Tsfg, LLC 0.23% Add +0.1% 3,551 $1.5M
Wingate Wealth Advisors, Inc. 0.81% Reduce -11.9% 3,540 $1.5M
Capital Advisors, Ltd. LLC 0.17% Add +7.6% 3,537 $1.5M
KFA Private Wealth Group, LLC 0.36% Reduce -1.6% 3,518 $1.5M
BridgePort Financial Solutions, LLC 0.43% Add +7.7% 3,507 $1.5M
Adkins Seale Capital Management LLC 1.49% No change 3,502 $1.5M
Reynders McVeigh Capital Management, LLC 0.08% Add +2.0% 3,488 $1.5M
Alta Wealth Advisors LLC 0.49% Add +0.7% 3,488 $1.5M
Cornerstone Advisors Asset Management, LLC 0.23% Add +61.3% 3,480 $1.5M
Oder Investment Management, LLC 1.15% Reduce -1.7% 3,476 $1.5M
Smith Shellnut Wilson LLC 0.66% Reduce -12.5% 3,476 $1.5M
Bluespring Wealth Management, LLC 0.13% Add +3.4% 3,473 $1.5M
Ehrenkranz Partners L.P. 1.18% No change 3,455 $1.5M
Dearborn Partners LLC 0.08% Add +0.1% 3,442 $1.5M
Welch & Forbes LLC 0.02% Add +31.9% 3,432 $1.5M
Hohimer Wealth Management, LLC 0.18% Reduce -4.8% 3,431 $1.5M
Ferguson Wellman Capital Management, Inc. 0.02% New 3,430 $1.5M
Simplicity Wealth,LLC 0.08% Reduce -12.7% 3,419 $1.5M
Embree Financial Group 0.17% Add +3.8% 3,395 $1.5M
First Foundation Advisors 0.06% Reduce -4.9% 3,388 $1.5M
Keating Financial Advisory Services, Inc. 0.24% Reduce -60.1% 3,383 $1.5M
Azimuth Capital Investment Management LLC 0.05% Add +11.7% 3,380 $1.5M
Foguth Wealth Management, LLC. 0.17% Reduce -2.6% 3,480 $1.5M
Rothschild Investment LLC 0.08% Add +18.6% 3,372 $1.5M
Christensen, King & Associates Investment Services, Inc. 0.62% No change 3,370 $1.5M
Sprott Inc. 0.04% Reduce -13.1% 3,370 $1.5M
Compagnie Lombard Odier SCmA 0.02% Add +1.2% 3,370 $1.5M
Benson Wealth Management INC 1.98% Reduce -10.3% 3,369 $1.4M
Cidel Asset Management Inc. 0.08% Add +69.8% 3,368 $1.4M
Beacon Capital Management, LLC 0.26% Add +5.4% 3,365 $1.4M
Sunpointe, LLC 0.47% New 3,363 $1.4M
Creative Financial Designs Inc. 0.09% Reduce -23.9% 3,362 $1.4M
Providence First Trust Co 0.51% Add +14.1% 3,358 $1.4M
Total Wealth Planning & Management, Inc. 1.14% Add +2.8% 3,354 $1.4M
Oceanside Advisors LLC 0.82% Reduce -8.6% 3,354 $1.4M
626 Financial, LLC 0.65% Reduce -4.3% 3,352 $1.4M
Tradition Wealth Management, LLC 0.10% Add +5.5% 3,345 $1.4M
Regatta Capital Group, LLC 0.22% Add +1.5% 3,342 $1.4M
Orgel Wealth Management, LLC 0.03% No change 3,341 $1.4M
Alvarez & Marsal Private Wealth Partners, LLC 0.20% No change 3,335 $1.4M
Manhattan West Asset Management, LLC 0.28% Add +38.5% 3,329 $1.4M
Breachway Investments LLC 1.37% Add +15.3% 3,268 $1.4M
TTP Investments, Inc. 0.60% Add +349.5% 3,317 $1.4M
Quadrant Capital Group LLC 0.04% No change 3,309 $1.4M
Hardin Capital Partners, LLC 0.66% Reduce -15.4% 3,304 $1.4M
Troutman Wealth Management, LLC 1.19% Reduce -1.7% 3,303 $1.4M
Upper Left Wealth Management, LLC 0.84% Reduce -20.1% 3,299 $1.4M
Intesa Sanpaolo Wealth Management 0.35% Add +0.3% 3,310 $1.4M
Sax Wealth Advisors, LLC 0.07% No change 3,575 $1.4M
Aventura Private Wealth, LLC 0.52% Add +81.6% 3,291 $1.4M
Winmill & Co. Inc. 0.41% No change 3,290 $1.4M
Roger Wittlin Investment Advisory, LLC 1.16% No change 3,289 $1.4M
Tactive Advisors, LLC 0.40% Reduce -33.0% 3,289 $1.4M
Clark Wealth Partners 0.95% Reduce -1.1% 3,287 $1.4M
ZWJ Investment Counsel Inc. 0.05% Reduce -8.2% 3,287 $1.4M
FSM Wealth Advisors, LLC 0.18% Reduce -6.9% 3,279 $1.4M
Oxford Financial Group, LTD. LLC 0.08% Reduce -1.1% 3,279 $1.4M
RKL Wealth Management LLC 0.13% No change 3,275 $1.4M
Legacy Capital Wealth Partners, LLC 0.29% Reduce -1.4% 3,267 $1.4M
Outlook Wealth Advisors, LLC 0.34% Add +24.6% 3,267 $1.4M
Zuckerman Investment Group, LLC 0.13% Reduce -7.8% 3,266 $1.4M
Fragasso Financial Advisors Inc 0.08% Reduce -18.4% 3,280 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +3.9% 3,252 $1.4M
Dunhill Financial, LLC 0.33% Add +22.5% 3,244 $1.4M
RB Capital Management, LLC 0.31% Add +4.2% 3,243 $1.4M
Burns J W & Co. Inc. 0.16% Reduce -7.6% 3,234 $1.4M
RMR Capital Management, LLC 1.00% No change 3,231 $1.4M
Investment Advisory Group, LLC 0.35% Add +1.3% 3,226 $1.4M
Courage Miller Partners, LLC 0.39% New 3,201 $1.4M
Amara Financial, Llc. 0.95% No change 3,197 $1.4M
Cardinal Point Capital Management ULC 0.08% No change 3,197 $1.4M
Kathmere Capital Management, LLC 0.09% Add +366.4% 3,190 $1.4M
Innealta Capital, LLC 0.85% Reduce -24.4% 3,179 $1.4M
Smartleaf Asset Management LLC 0.05% Add +11.4% 3,289 $1.4M
Hazlett, Burt & Watson, Inc. 0.42% Add +0.2% 3,151 $1.4M
Commonwealth Financial Services, LLC 0.21% Add +7.6% 3,148 $1.4M
Vertex Planning Partners, LLC 0.26% Add +2.3% 3,137 $1.3M
Jmac Enterprises LLC 0.26% Reduce -3.1% 3,129 $1.3M
NTV Asset Management LLC 0.15% Reduce -0.9% 3,128 $1.3M
Pacific Center for Financial Services 0.34% Reduce -6.8% 3,127 $1.3M
WESCAP Management Group, Inc. 0.26% Reduce -2.7% 3,112 $1.3M
Clark Asset Management, LLC 0.13% Add +19.9% 3,108 $1.3M
Spreng Capital Management, Inc. 0.63% Add +82.8% 3,105 $1.3M
Fortress Financial Solutions, LLC 1.39% Reduce -11.3% 3,099 $1.3M
Sentinel Pension Advisors, LLC 0.20% Reduce -7.9% 3,086 $1.3M
Pettyjohn, Wood & White, Inc. 0.21% No change 3,085 $1.3M
First American Trust, FSB 0.09% Reduce -10.7% 3,084 $1.3M
Gerald Baker Financial Group LLC 0.42% — 3,084 $1.3M
Gen-Wealth Partners Inc 0.42% Reduce -12.4% 3,084 $1.3M
B.O.S.S. Retirement Advisors, LLC 0.40% Reduce -2.5% 3,083 $1.3M
Valley Financial Group, Inc. 0.72% Reduce -0.9% 3,082 $1.3M
Archer Investment Corp 0.28% Add +10.2% 3,075 $1.3M
Allen Capital Group, LLC 0.12% Add +2.0% 3,075 $1.3M
Lodestone Wealth Management LLC 0.52% Reduce -7.2% 3,074 $1.3M
Smart Portfolios, LLC 1.32% Reduce -2.2% 3,071 $1.3M
Sage Private Wealth Group, LLC 0.66% No change 3,070 $1.3M
Members Trust Co 0.04% Add +0.4% 3,068 $1.3M
One Charles Private Wealth Services, LLC 0.33% Add +4.8% 3,066 $1.3M
Global View Capital Management LLC 0.35% Reduce -4.4% 3,061 $1.3M
Vericrest Private Wealth 1.18% Reduce -2.0% 3,056 $1.3M
New Wave Wealth Advisors LLC 0.46% Reduce -53.3% 3,054 $1.3M
Kanawha Capital Management LLC 0.09% Reduce -15.3% 3,042 $1.3M
Breakwater Investment Management 0.48% No change 3,031 $1.3M
Garden State Investment Advisory Services LLC 0.31% Add +14.3% 3,031 $1.3M
Strategies Wealth Advisors, LLC 0.13% Add +22.3% 3,031 $1.3M
MSH Capital Advisors LLC 0.28% Reduce -5.3% 3,029 $1.3M
Oath Planning, LLC 1.16% Add +11.8% 3,025 $1.3M
Gratus Wealth Advisors, LLC 0.19% No change 3,020 $1.3M
Morton Capital Management LLC 0.19% Add +17.3% 3,016 $1.3M
Cooper Financial Group 0.13% Add +14.9% 3,014 $1.3M
Buck Wealth Strategies, LLC 0.16% Reduce -10.1% 3,007 $1.3M
NFSG Corp 0.21% Add +11.3% 3,006 $1.3M
Hudock, Inc. 0.19% Reduce -2.2% 3,005 $1.3M
Cambridge Financial Group, LLC 0.44% Reduce -2.2% 3,005 $1.3M
Camden National Bank 0.17% Reduce -7.3% 3,003 $1.3M
DeepCurrents Investment Group LLC 3.53% New 3,000 $1.3M
Wilmar Advisors LLC 1.12% No change 3,000 $1.3M
IvyRock Asset Management (HK) Ltd 0.73% No change 3,000 $1.3M
Xcel Wealth Management, LLC 0.37% Add +7.1% 3,000 $1.3M
Timber Creek Capital Management LLC 0.31% No change 3,000 $1.3M
Black Swift Group, LLC 0.23% Add +300.0% 3,000 $1.3M
Caerus Investment Advisors, LLC 0.55% Reduce -2.6% 2,999 $1.3M
Sage Mountain Advisors LLC 0.09% No change 2,994 $1.3M
Entrewealth, LLC 0.58% No change 2,992 $1.3M
SkyOak Wealth, LLC 0.24% Reduce -0.8% 2,992 $1.3M
Advisory Alpha, LLC 0.04% Reduce -2.3% 2,985 $1.3M
Capital Advisors Wealth Management, LLC 0.17% No change 2,982 $1.3M
Fiduciary Alliance LLC 0.08% Add +2.3% 2,911 $1.3M
GGM Financial LLC 0.59% No change 2,970 $1.3M
Lumbard & Kellner, LLC 0.44% Add +2.2% 2,953 $1.3M
Thompson David Blair 0.73% Reduce -39.4% 2,950 $1.3M
Wilkinson Global Asset Management LLC 0.10% No change 2,948 $1.3M
Canal Capital Management, LLC 0.17% Reduce -31.5% 2,933 $1.3M
First Commonwealth Financial Corp 0.20% No change 2,932 $1.3M
Well Done, LLC 0.18% Add +37.0% 2,924 $1.3M
Destiny Capital Corp 0.67% Reduce -3.0% 2,920 $1.3M
Klingman & Associates, LLC 0.06% Add +61.1% 2,919 $1.3M
Heritage Investors Management Corp. 0.04% Add +3.4% 2,918 $1.3M
Trifecta Capital Advisors, LLC 0.19% Add +9.8% 2,912 $1.3M
Financial Partners Group, Inc 0.15% Reduce -18.1% 2,907 $1.3M
King Wealth Management Group 0.16% Add +0.4% 2,908 $1.3M
Reliant Investment Partners, LLC 1.03% Reduce -0.5% 2,903 $1.2M
Jacobsen Capital Management 0.42% No change 2,898 $1.2M
Accelerate Investment Advisors LLC 0.83% Reduce -1.2% 2,887 $1.2M
Beaumont Financial Advisors, LLC 0.09% Reduce -0.5% 2,887 $1.2M
WT Wealth Management 0.37% Reduce -0.2% 2,884 $1.2M
Astoria Portfolio Advisors LLC. 0.26% Reduce -6.9% 2,870 $1.2M
Flagstar Securities, Inc. 0.45% Reduce -22.1% 2,867 $1.2M
M. Kraus & Co 0.36% No change 2,865 $1.2M
Tranquilli Financial Advisor LLC 0.72% Add +4.5% 2,864 $1.2M
Rosenberg Matthew Hamilton 0.25% No change 2,863 $1.2M
DBK Financial Counsel, LLC 0.93% Add +1.9% 2,859 $1.2M
Empowered Funds, LLC 0.01% New 2,857 $1.2M
SouthState Bank Corp 0.06% Add +1.7% 2,856 $1.2M
Occidental Asset Management, LLC 0.15% Add +20.8% 2,856 $1.2M
Royal Palms Capital LLC 1.22% New 2,855 $1.2M
Kelleher Financial Advisors 0.31% Reduce -5.3% 3,787 $1.2M
NerdWallet Wealth Partners, LLC 0.54% Reduce -1.1% 2,852 $1.2M
55 North Private Wealth, LLC 0.31% No change 2,845 $1.2M
BSW Wealth Partners 0.15% Reduce -22.2% 2,835 $1.2M
Larry Mathis Financial Planning, LLC 1.09% New 2,828 $1.2M
Tidemark, LLC 0.31% Add +3.9% 2,828 $1.2M
Townsquare Capital LLC 0.27% Add +129.7% 5,050 $1.2M
Hartford Financial Management Inc. 0.31% No change 2,805 $1.2M
Aspiriant, LLC 0.03% Add +4.1% 2,804 $1.2M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -6.9% 2,850 $1.2M
Marino, Stram & Associates LLC 0.22% Reduce -1.0% 2,803 $1.2M
Granite FO LLC 0.71% No change 2,800 $1.2M
Leo H. Evart, Inc. 1.03% — 2,800 $1.2M
Hillcrest Wealth Advisors - NY, LLC 0.49% No change 2,800 $1.2M
Stirlingshire Investments, Inc. 1.06% Add +6.7% 2,799 $1.2M
TCFG Wealth Management, LLC 0.45% Add +3.8% 2,795 $1.2M
TCFG Investment Advisors, LLC 0.45% — 2,795 $1.2M
August Group Capital Ltd 1.40% Reduce -18.4% 2,792 $1.2M
Smith & Howard Wealth Management, LLC 0.26% Add +13.4% 2,842 $1.2M
SageView Advisory Group, LLC 0.04% Add +7.3% 2,777 $1.2M
Luts & Greenleigh Group, Inc. 0.95% Reduce -5.5% 2,776 $1.2M
BostonPremier Wealth LLC 0.62% No change 2,774 $1.2M
MADDEN SECURITIES Corp 0.36% Reduce -2.4% 2,768 $1.2M
Atwater Malick LLC 0.32% Reduce -12.6% 2,764 $1.2M
GQG Partners LLC 0.00% New 2,763 $1.2M
Lam Group, Inc. 0.65% Reduce -2.5% 2,755 $1.2M
Howe & Rusling Inc. 0.08% Add +2.6% 2,753 $1.2M
Swisher Financial Concepts, Inc. 0.66% Reduce -2.3% 2,743 $1.2M
GW Henssler & Associates Ltd. 0.06% Reduce -14.8% 2,738 $1.2M
Atalanta Sosnoff Capital, LLC 0.03% Reduce -0.1% 2,738 $1.2M
J Hagan Capital, Inc. 0.64% Reduce -9.2% 2,737 $1.2M
A. D. Beadell Investment Counsel, Inc. 0.75% Reduce -6.7% 2,730 $1.2M
Safe Harbor Fiduciary, LLC 1.12% Add +7.8% 2,727 $1.2M
VestGen Investment Management 0.65% Add +26.6% 2,726 $1.2M
Winthrop Advisory Group LLC 0.10% Reduce -39.2% 2,717 $1.2M
Alliance Wealth Advisors, LLC 0.25% Reduce -8.5% 2,715 $1.2M
Cambridge Advisors Inc. 0.23% Reduce -6.2% 2,701 $1.2M
Cambria Investment Management, L.P. 0.06% New 2,701 $1.2M
Single Point Partners, LLC 0.23% No change 2,700 $1.2M
One Day In July LLC 0.09% Add +27.6% 2,697 $1.2M
Mayfair Advisory Group, LLC 0.40% Reduce -13.5% 2,692 $1.2M
Lazari Capital Management, Inc. 0.41% Add +1.6% 2,686 $1.2M
MN Wealth Advisors, LLC 0.56% Reduce -1.7% 2,682 $1.2M
Heritage Investment Group, Inc. 0.17% No change 2,681 $1.2M
LVW Advisors, LLC 0.11% Add +81.7% 2,678 $1.2M
Bucket List Wealth Management, LLC 0.69% Reduce -6.0% 2,671 $1.1M
Palisade Capital Management, LP 0.04% Add +1.1% 2,671 $1.1M
PYA Waltman Capital, LLC 0.32% Reduce -25.2% 2,670 $1.1M
Cresta Advisors, Ltd. 0.47% Reduce -2.9% 2,666 $1.1M
WESPAC Advisors, LLC 0.63% Reduce -17.2% 2,665 $1.1M
Indiana Trust & Investment Management Co 0.35% Add +2.1% 2,664 $1.1M
Mezzasalma Advisors, LLC 0.29% Reduce -43.4% 2,662 $1.1M
United Advisor Group, LLC 0.14% Reduce -32.9% 2,651 $1.1M
Nalls Sherbakoff Group, LLC 0.84% No change 2,649 $1.1M
Thompson Davis & Co., Inc. 0.76% No change 2,640 $1.1M
Miramar Capital, LLC 0.25% No change 2,640 $1.1M
JB Capital LLC 0.05% Reduce -9.2% 2,634 $1.1M
Wilkins Miller Wealth Management, LLC 0.68% Add +2.9% 2,630 $1.1M
Greenleaf Trust 0.01% Add +0.5% 2,626 $1.1M
Paragon Financial Partners, Inc. 0.64% Reduce -1.9% 2,526 $1.1M
WealthSpring Partners, LLC 1.03% Add +1.3% 2,602 $1.1M
Arcataur Capital Management LLC 0.31% Add +21.7% 2,599 $1.1M
Corps Capital Advisors, LLC 0.97% Add +23.3% 2,593 $1.1M
Flaharty Asset Management, LLC 0.14% Reduce -16.3% 2,586 $1.1M
Bank of Hawaii 0.06% Reduce -22.7% 2,586 $1.1M
MBE Wealth Management, LLC 0.46% Add +1.4% 2,576 $1.1M
180 Wealth Advisors, LLC 0.13% Add +3.9% 2,572 $1.1M
Sunstone Asset Management, LP 1.45% Add +16.9% 2,560 $1.1M
SAM Advisors, LLC 0.34% Add +0.3% 2,556 $1.1M
Torrey-Payne Wealth Management, LLC 1.01% Add +1.9% 2,556 $1.1M
Orleans Capital Management Corp. 0.74% No change 2,550 $1.1M
Provenance Wealth Advisors, LLC 0.12% No change 2,543 $1.1M
McIlrath & Eck, LLC 0.08% Add +257.5% 2,538 $1.1M
Sand Hill Global Advisors, LLC 0.04% No change 2,537 $1.1M
Wealth Enhancement Trust Services, Inc. 0.13% Add +155.7% 2,536 $1.1M
Integrity Financial Corp 0.54% Reduce -3.0% 2,529 $1.1M
JMG Financial Group, Ltd. 0.03% No change 2,527 $1.1M
Davis R M Inc. 0.02% Add +20.0% 2,524 $1.1M
Meadowbrook Advisors Group, LLC 0.65% Add +14.7% 2,523 $1.1M
Darwin Wealth Management, LLC 0.34% Add +4.2% 2,514 $1.1M
WPWealth LLP 0.17% Add +0.5% 2,514 $1.1M
Forza Wealth Management, LLC 0.38% No change 2,510 $1.1M
Tennessee Valley Asset Management Partners 0.14% Add +1.7% 2,508 $1.1M
Global Financial Private Client, LLC 0.35% Reduce -4.9% 2,503 $1.1M
Maripau Wealth Management LLC 0.47% Reduce -3.1% 2,499 $1.1M
Archford Capital Strategies, LLC 0.12% Reduce -2.8% 2,492 $1.1M
Telos Capital Management, Inc. 0.10% Reduce -6.2% 2,489 $1.1M
Fulton Breakefield Broenniman LLC 0.07% Reduce -0.5% 2,485 $1.1M
Cauble & Harre Wealth Management, Inc. 0.85% Reduce -20.0% 2,468 $1.1M
Wealthspan Partners, LLC 0.37% Add +1.6% 2,463 $1.1M
Pavion Blue Capital, LLC 0.46% No change 2,461 $1.1M
Tolleson Wealth Management, Inc. 0.15% Reduce -12.9% 2,456 $1.1M
Realta Investment Advisors 0.37% Add +88.1% 2,451 $1.1M
Post Resch Tallon Group Inc. 0.86% Add +11.5% 2,422 $1.1M
Meridian Wealth Partners, LLC 0.14% No change 2,442 $1.1M
Tme Financial, Inc. 0.73% No change 2,442 $1.1M
MTM Financial Group, LLC 0.49% Add +2.1% 2,442 $1.1M
Kohmann Bosshard Financial Services, LLC 0.10% Reduce -10.7% 2,441 $1.1M
Stratos Investment Management, LLC 0.04% Add +44.4% 2,441 $1.1M
Legacy Wealth Managment, LLC 0.52% Reduce -3.0% 2,439 $1.0M
UMB Bank, n.a. 0.01% Add +5.9% 2,439 $1.0M
Indie Asset Partners, LLC 1.20% Add +2.0% 2,439 $1.0M
Old Port Advisors 0.24% Reduce -4.5% 2,436 $1.0M
Ameraudi Asset Management, Inc. 0.57% Reduce -0.5% 2,429 $1.0M
First Trust Advisors LP 0.00% Reduce -33.1% 2,428 $1.0M
ProVise Management Group, LLC 0.07% Reduce -1.2% 2,420 $1.0M
Strengthening Families & Communities, LLC 0.26% Add +119.6% 2,418 $1.0M
Nemes Rush Group LLC 0.10% Reduce -2.7% 2,415 $1.0M
Jackson, Grant Investment Advisers, Inc. 0.35% Add +3.8% 2,412 $1.0M
Leigh Baldwin & Co., LLC 0.67% Add +9.1% 2,411 $1.0M
Penobscot Investment Management Company, Inc. 0.08% Reduce -3.2% 2,403 $1.0M
Chesapeake Wealth Management 0.32% No change 2,403 $1.0M
Southland Equity Partners LLC 0.20% Reduce -0.7% 2,391 $1.0M
Auctus Advisors LLC 0.97% Add +0.6% 2,381 $1.0M
Tectonic Advisors LLC 0.05% Add +40.5% 2,375 $1.0M
MidFirst Bank 0.08% Add +3.5% 2,371 $1.0M
Convergence Financial, LLC 0.11% Add +76.8% 2,367 $1.0M
Successful Portfolios LLC 0.56% Add +4.4% 2,394 $1.0M
Plimoth Trust Co. LLC 0.23% No change 2,361 $1.0M
Columbus Macro, LLC 0.11% Reduce -18.4% 2,361 $1.0M
Robinswood Financial LLC 0.32% Add +0.5% 2,360 $1.0M
Diesslin Group, Inc. 0.46% No change 2,359 $1.0M
West Paces Advisors Inc. 0.20% No change 2,358 $1.0M
Founders Financial Alliance, LLC 0.18% Add +17.6% 2,356 $1.0M
Auxano Advisors, LLC 0.20% No change 2,350 $1.0M
Alchemi Wealth, LLC 0.56% Reduce -0.6% 2,349 $1.0M
Alternative Investment Advisors, LLC. 0.45% Reduce -6.6% 2,348 $1.0M
jvl associates llc 0.34% No change 2,344 $1.0M
Fort Point Capital Partners LLC 0.13% Reduce -9.3% 2,344 $1.0M
Apriem Advisors 0.10% Reduce -0.4% 2,342 $1.0M
Dorsey & Whitney Trust CO LLC 0.06% Reduce -2.6% 2,341 $1.0M
Atlas Capital Advisors Inc. 0.12% Add +6.8% 2,340 $1.0M
Davis Investment Partners, LLC 0.35% Reduce -3.7% 2,324 $1000K
Abacus Planning Group, Inc. 0.13% New 2,324 $1000K
Caldwell Trust Co 0.09% No change 2,322 $999K
Horizon Investments, LLC 0.01% Add +38.1% 2,320 $998K
Patron Partners, LLC 0.44% Reduce -5.3% 2,312 $995K
Twin Lakes Capital Management, LLC 0.45% No change 2,310 $994K
Parkway Wealth Management Group, LLC 0.13% Reduce -0.3% 2,262 $991K
Fortis Advisors, LLC 0.49% Reduce -0.9% 2,293 $987K
Highview Capital Management LLC 0.36% No change 2,290 $985K
Howard Financial Services, LTD. 0.11% No change 2,287 $984K
Allegheny Financial Group 0.13% Add +0.2% 2,277 $980K
Eagle Rock Investment Company, LLC 0.14% Reduce -7.8% 2,277 $980K
Principal Financial Group Inc. 0.00% Reduce -50.0% 2,276 $979K
Heritage Trust Co 0.10% Reduce -2.1% 2,274 $978K
Winch Advisory Services, LLC 0.22% No change 2,273 $978K
Heritage Wealth Advisors 0.04% Add +50.8% 2,268 $976K
Financial Sense Advisors, Inc. 0.23% Reduce -0.7% 2,265 $975K
Strategic Advisors LLC 0.16% New 2,264 $974K
Intellus Advisors LLC 0.13% Reduce -1.0% 2,263 $974K
Ritter Daniher Financial Advisory LLC / DE 0.16% No change 2,257 $971K
Grandfield & Dodd, LLC 0.05% Add +0.6% 2,254 $970K
Frontier Asset Management, LLC 0.20% Reduce -1.4% 2,250 $968K
Oak Grove Capital LLC 0.17% No change 2,250 $968K
LGL Partners, LLC 0.40% Reduce -18.3% 2,245 $966K
Quadrant Private Wealth Management, LLC 0.15% Add +9.5% 2,242 $965K
Teachers Insurance & Annuity Association of America 1.20% No change 2,232 $960K
Steel Grove Capital Advisors, LLC 0.10% Reduce -15.9% 2,230 $960K
Estate Planners Group, LLC 0.46% Add +2.5% 2,229 $959K
True Vision MN LLC 0.49% Add +190.0% 2,227 $958K
Johnson Financial Group, LLC 0.06% New 2,224 $957K
Finward Bancorp 0.76% Reduce -7.1% 2,220 $955K
Formidable Asset Management, LLC 0.15% Reduce -7.4% 2,409 $955K
M Wealth Management, LLC 0.80% Reduce -8.1% 2,210 $951K
Lesa Sroufe & Co 0.64% Reduce -0.8% 2,198 $946K
Timothy G. Youngquist 2020 Irrevocable Trust 0.46% New 2,190 $942K
Essex Bank 0.21% Add +3.5% 2,190 $942K
Retirement Management Systems Inc. 0.23% Add +1.0% 2,187 $941K
Strathmore Capital Advisors, Inc. 0.27% Add +47.0% 2,168 $939K
Jackson Hole Capital Partners, LLC 0.16% Reduce -3.5% 2,182 $939K
Galvin, Gaustad & Stein, LLC 0.08% Add +33.0% 2,182 $939K
Trustmark Bank Trust Department 0.06% No change 2,180 $938K
Gradient Investments LLC 0.01% Add +42.8% 2,180 $938K
All Terrain Financial Advisors, LLC 0.29% Add +14.6% 2,179 $938K
Diversified Trust Co. 0.02% Reduce -9.1% 2,168 $933K
Tobias Financial Advisors, Inc. 0.13% Reduce -7.0% 2,165 $932K
Farmers National Bank 0.21% Add +3.3% 2,163 $931K
Annex Advisory Services, LLC 0.02% Reduce -0.5% 2,159 $929K
Strategic Advocates LLC 4.11% Reduce -10.1% 2,158 $929K
American Trust 0.08% Reduce -30.1% 2,157 $928K
MTM Investment Management, LLC 0.29% No change 2,156 $928K
Crane Advisory, LLC 0.14% Reduce -1.0% 2,108 $928K
Vaughan David Investments LLC 0.02% Reduce -0.5% 2,151 $926K
Trivium Point Advisory, LLC 0.17% Reduce -92.9% 2,150 $925K
Driehaus Capital Management LLC 0.01% Reduce -29.5% 2,149 $925K
BlueSky Wealth Advisors, LLC 0.12% No change 2,148 $924K
LRI Investments, LLC 0.08% Add +1.4% 2,145 $923K
Swan Global Investments, LLC 0.05% Reduce -4.5% 2,145 $923K
Bearing Point Capital, LLC 0.14% No change 2,144 $923K
Albion Financial Group 0.06% Add +0.2% 2,144 $923K
Spartan Wealth Advisory Services LLC 0.08% — 2,140 $921K
Octavia Wealth Advisors, LLC 0.09% Reduce -27.0% 2,138 $920K
Wolff Financial Management LLC 0.20% Reduce -0.1% 2,132 $917K
Transcendent Capital Group LLC 0.42% Add +1.6% 2,129 $916K
Cahaba Wealth Management, Inc. 0.06% Reduce -5.2% 2,127 $915K
Allen Mooney & Barnes Investment Advisors LLC 0.13% Reduce -0.4% 2,126 $915K
Keudell/Morrison Wealth Management 0.19% No change 2,122 $913K
McKinley Carter Wealth Services, Inc. 0.05% Add +10.1% 2,121 $913K
TCI Wealth Advisors, Inc. 0.05% Reduce -21.4% 2,120 $912K
Chase Investment Counsel Corp. 0.24% Reduce -1.3% 2,116 $910K
Avenir Corp. 0.11% No change 2,114 $910K
Connecticut Wealth Management, LLC 0.04% Add +7.5% 2,112 $909K
Range Financial Group LLC 0.30% Reduce -5.4% 2,111 $908K
Element Wealth, LLC 0.38% Add +2.5% 2,107 $906K
Financial Planning Hawaii, Inc. 0.53% Add +2.0% 2,105 $906K
Bluefin Capital Management, LLC 1.06% Reduce -82.8% 2,100 $904K
Searle & Co. 0.23% Add +50.0% 2,100 $904K
Wealthstar Advisors, LLC 0.54% Reduce -10.1% 2,095 $902K
Beacon Investment Advisory Services, Inc. 0.04% Reduce -15.5% 2,095 $901K
Red Reef Advisors LLC 0.94% Reduce -2.5% 2,094 $901K
Clearbridge Investments, LLC 0.00% No change 2,091 $900K
Nicolet Bankshares Inc. 0.03% Add +70.6% 2,078 $899K
Investment House LLC 0.05% Reduce -49.7% 2,088 $898K
Joseph P. Lucia & Associates, LLC 0.32% Add +23.1% 2,086 $898K
Alkeme Wealth, LLC 0.37% No change 2,082 $896K
Silver Grove Financial Group, Inc. 0.72% Reduce -0.2% 2,080 $895K
Lafayette Investments, Inc. 0.18% Reduce -0.8% 2,074 $892K
Tannin Capital LLC 0.65% New 2,072 $892K
Rockingstone Advisors LLC 0.41% No change 2,070 $891K
Romano Brothers and Company 0.10% Reduce -50.4% 2,069 $890K
Silvia McColl Wealth Management, LLC 0.59% Reduce -1.4% 2,067 $889K
Hamilton Point Investment Advisors, LLC 0.14% No change 2,067 $889K
Colton Groome Financial Advisors, LLC 0.25% Reduce -8.8% 2,066 $889K
Wallace Hart LLC 1.22% Add +101.9% 2,057 $885K
L. Roy Papp & Associates, LLP 0.10% Add +0.8% 2,055 $884K
Private Management Group Inc. 0.03% Reduce -4.4% 2,051 $883K
Crux Wealth Advisors 0.34% Reduce -31.5% 2,048 $881K
Hantz Financial Services, Inc. 0.01% Reduce -31.8% 2,047 $881K
Asset Dedication, LLC 0.06% Add +20.9% 2,046 $880K
McAdam, LLC 0.04% Add +22.7% 2,043 $879K
Sagespring Wealth Partners, LLC 0.02% Add +5.2% 2,042 $879K
Potentia Wealth 0.34% Add +0.5% 2,042 $879K
Ledyard National Bank 0.08% Reduce -2.5% 2,041 $878K
Nova Wealth Management, Inc. 0.57% Add +5.8% 2,040 $878K
Tarbox Family Office, Inc. 0.14% No change 2,029 $873K
CWS Financial Advisors, LLC 0.22% No change 2,027 $872K
First Financial Bank - Trust Division 0.07% Reduce -1.2% 2,025 $871K
Eagle Capital Management, LLC 0.34% Add +2.5% 2,024 $871K
TritonPoint Partners, LLC 0.32% New 2,023 $870K
Drake & Associates, LLC 0.17% Reduce -2.1% 2,023 $870K
Forum Financial Management, LP 0.01% Reduce -5.3% 2,020 $869K
Safeguard Investment Advisory Group, LLC 0.24% Add +8.4% 2,017 $868K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.36% Add +65.2% 2,556 $867K
Gainplan LLC 0.65% Add +110.9% 2,012 $866K
Calder Financial LLC 0.86% Reduce -3.0% 1,975 $865K
Basecamp Wealth Advisors LLC 0.18% New 2,008 $864K
Merrion Investment Management Co, LLC 0.46% Add +33.3% 2,000 $861K
Invesco Ltd. 0.00% No change 2,000 $861K
Van Cleef Asset Management,Inc 0.09% No change 1,993 $858K
Patriot Investment Management Group, Inc. 0.05% No change 1,993 $858K
Purus Wealth Management, LLC 0.27% Add +2.4% 1,992 $857K
First Heartland Consultants, Inc. 0.07% Reduce -54.0% 1,989 $856K
Cornerstone Wealth Group, LLC 0.06% Reduce -30.0% 1,992 $855K
Hyperion Capital Advisors LP 0.41% Reduce -27.4% 1,988 $855K
Cottage Street Advisors LLC 0.37% Add +135.8% 1,988 $855K
AmeriServ Wealth Advisors 0.54% Reduce -1.7% 1,981 $852K
Next Capital Management LLC 0.26% New 1,979 $852K
RMR Wealth Builders 0.07% Add +6.6% 1,979 $851K
Hopwood Nicholas Hunter 0.27% Reduce -17.7% 1,977 $851K
Quantum Portfolio Management LLC 0.37% No change 1,975 $850K
Foster Victor Wealth Advisors, LLC 0.05% Add +30.5% 1,907 $849K
Smithfield Trust Co 0.04% No change 1,970 $847K
Prosperity Financial Group, Inc. 0.31% Add +1.0% 1,962 $844K
Spectrum Wealth Advisory Group, LLC 0.31% Reduce -2.6% 1,945 $837K
Davidson Investment Advisors 0.04% No change 1,945 $837K
Mather Group, Llc. 0.01% Reduce -17.4% 1,944 $836K
Hirtle & Co., LLC 0.03% Reduce -0.2% 1,930 $830K
Legacy Capital Group California, Inc. 0.32% Reduce -31.4% 1,929 $830K
Goepper Burkhardt LLC 0.28% No change 1,925 $828K
Chatham Capital Group, Inc. 0.12% Reduce -13.3% 1,925 $828K
Baron Silver Stevens Financial Advisors, LLC 0.12% No change 1,925 $828K
Riverstone Advisors, LLC 0.41% No change 1,923 $827K
Earned Wealth Advisors, LLC 0.06% Add +48.0% 1,923 $827K
Rinkey Investments 0.21% Reduce -5.0% 1,920 $826K
Integrated Investment Consultants, LLC 0.17% Reduce -0.7% 1,910 $822K
Harbour Investment Management LLC 0.45% No change 1,907 $821K
Adirondack Trust Co. 0.27% Reduce -10.3% 1,899 $817K
Cutler Investment Counsel LLC 0.08% Reduce -24.5% 1,895 $815K
Wedmont Private Capital 0.03% Reduce -33.0% 1,870 $813K
North Capital, Inc. 0.69% Reduce -0.1% 1,887 $812K
Blume Capital Management, Inc. 0.14% Reduce -2.6% 1,880 $809K
Mascagni Wealth Management, Inc. 0.58% Reduce -1.7% 1,880 $809K
Wernau Asset Management Inc. 0.84% Reduce -8.7% 1,871 $805K
Liberty Square Wealth Partners LLC 0.22% Add +201.6% 1,870 $805K
Novem Group 0.09% Add +1.4% 1,870 $805K
Klingenstein Fields & Co. LP 0.03% No change 1,870 $805K
StrongBox Wealth, LLC 0.26% Add +17.3% 1,864 $802K
Spirepoint Private Client, LLC 0.08% Add +8.9% 1,856 $799K
Baker Avenue Asset Management, LP 0.02% No change 1,852 $797K
Pines Wealth Management, LLC 0.26% Reduce -41.5% 1,851 $796K
Capital Advantage, Inc. 0.10% Reduce -17.8% 1,851 $796K
Momentum Wealth Planning, LLC 0.73% Add +2.8% 1,850 $796K
Midwest Financial Network, LLC 0.63% Reduce -38.6% 1,850 $796K
Essex LLC 0.14% No change 1,847 $795K
Arbor Investment Advisors, LLC 0.10% Add +3.6% 1,846 $794K
Sandy Cove Advisors, LLC 0.24% No change 1,833 $789K
Wealth Alliance Advisory Group, LLC 0.12% Reduce -47.7% 1,832 $788K
Barnes Wealth Management Group, Inc 0.40% No change 1,831 $788K
Bull Street Advisors, LLC 0.39% No change 1,827 $786K
CVA Family Office, LLC 0.08% Add +0.6% 1,826 $786K
Clarus Group, Inc. 0.28% No change 1,825 $785K
Cantor Fitzgerald Investment Advisors L.P. 0.06% Add +21.1% 1,817 $782K
Novus Advisors, LLC 1.75% Reduce -11.1% 1,816 $781K
Fort Sheridan Advisors LLC 0.09% Reduce -7.2% 1,816 $781K
Hendershot Investments Inc. 0.10% Add +13.7% 1,813 $780K
CLG LLC 0.19% Reduce -3.5% 1,812 $780K
Ehrlich Financial Group 0.45% New 1,807 $778K
LifeGuide Financial Advisors, LLC 0.25% No change 1,806 $777K
Main Street Research LLC 0.05% Add +162.1% 1,806 $777K
Capstone Financial Advisors, Inc. 0.04% Add +11.7% 1,806 $777K
MKT Advisors LLC 0.26% Reduce -5.6% 1,799 $777K
USA Financial Formulas 0.15% Add +2214.1% 1,805 $777K
4J Wealth Management LLC 0.44% Reduce -8.2% 1,802 $775K
Hartree Partners, LP 0.17% New 1,800 $775K
Saxon Interests, Inc. 0.27% Add +1.1% 1,798 $774K
Bell Bank 0.03% Add +4.7% 1,798 $774K
Concorde Asset Management, LLC 0.38% Add +1.8% 1,795 $772K
Falcon Wealth Planning 0.05% Add +41.1% 1,795 $772K
Guardian Asset Advisors, LLC 0.45% Reduce -6.3% 1,791 $771K
Adamsbrown Wealth Consultants LLC 0.20% Add +12.2% 1,789 $770K
MPWM Advisory Solutions, LLC 0.41% Add +7.9% 1,783 $767K
Cypress Capital Group 0.09% Reduce -31.5% 1,779 $765K
Integrity Wealth Partners, LLC 0.69% — 1,777 $765K
Windsor Capital Management, LLC 0.23% Reduce -11.5% 1,773 $763K
Tempus Wealth Planning, LLC 0.18% Reduce -55.9% 1,770 $762K
ProCore Advisors, LLC 1.16% Reduce -23.6% 1,757 $756K
Guyasuta Investment Advisors Inc. 0.04% Add +24.9% 1,756 $756K
Williams & Novak, LLC 0.57% No change 1,724 $755K
Missouri Trust & Investment Co 0.22% Add +353.1% 1,749 $753K
Wealth Management Partners, LLC 0.21% Reduce -0.2% 1,748 $752K
Human Investing LLC 0.11% Add +10.0% 1,748 $752K
Avaii Wealth Management, LLC 0.26% Add +8.5% 1,747 $752K
Duncker Streett & Co. Inc. 0.14% No change 1,746 $751K
Woodward Diversified Capital, LLC 0.34% Add +15.7% 1,683 $751K
VSM Wealth Advisory, LLC 0.22% Add +0.6% 1,743 $750K
James J. Burns & Company, LLC 0.10% Add +39.2% 1,740 $749K
Castle Rock Wealth Management, LLC 0.16% Reduce -77.3% 1,740 $747K
Manchester Financial Inc. 0.14% Reduce -13.8% 1,736 $747K
Madden Advisory Services, Inc. 0.29% Reduce -0.3% 1,736 $747K
Aspen Wealth Management LLC 0.15% No change 1,736 $747K
JBR Co Financial Management Inc 0.31% No change 1,879 $745K
Fortress Financial Group, LLC 0.55% No change 1,727 $743K
Texas Capital Bank Wealth Management Services Inc 0.04% No change 1,724 $742K
KPP Advisory Services LLC 0.11% Add +1.2% 1,723 $741K
Key Client Fiduciary Advisors, LLC 0.25% Reduce -6.8% 1,717 $739K
Alhambra Investment Management LLC 0.34% Reduce -2.0% 1,716 $738K
Hartmann Taylor Wealth Management, LLC 0.49% Add +63.3% 1,715 $738K
Asset One Wealth Management LLC 0.08% Add +4.3% 1,717 $738K
Envision Financial Transparency, LLC 0.72% — 1,711 $736K
Sprinkle Financial Consultants LLC 0.34% New 1,710 $736K
TrustWell Financial Advisors, LLC 0.69% No change 1,709 $735K
Mars Jewett Financial Group, Inc. 0.23% Reduce -7.0% 1,709 $735K
Aire Advisors, LLC 0.13% Add +2.3% 1,708 $735K
Artemis Wealth Advisors, LLC 0.11% No change 1,706 $734K
Paragon Capital Management Ltd 0.15% Add +2.2% 1,701 $732K
Hapanowicz & Associates Financial Services, Inc 0.29% Add +9.3% 1,695 $729K
Global Wealth Management, LLC 0.40% No change 1,694 $729K
Foster Group, Inc. 0.02% No change 1,694 $729K
Stamos Capital Partners, L.P. 0.11% Reduce -35.5% 1,689 $727K
Ticino Wealth 0.25% Reduce -0.3% 1,686 $726K
Harmony Asset Management LLC 0.22% Add +80.8% 1,687 $726K
First National Bank of Hutchinson 0.46% No change 1,685 $725K
Wescott Financial Advisory Group, LLC 0.06% Reduce -4.6% 1,667 $717K
IAM Advisory, LLC 0.16% No change 1,666 $717K
IFC & Insurance Marketing, Inc. 0.75% Add +11.2% 1,665 $716K
OneAscent Wealth Management LLC 0.24% Reduce -29.5% 1,660 $714K
Fortitude Advisory Group L.L.C. 0.32% Reduce -1.8% 1,659 $714K
Tempo Wealth, LLC 0.12% Reduce -4.0% 1,659 $714K
City National Bank of Florida 0.42% Reduce -32.9% 1,630 $701K
Henrickson Nauta Wealth Advisors, Inc. 0.20% Reduce -42.4% 1,629 $701K
CM Wealth Advisors LLC 0.15% Add +23.0% 1,629 $701K
Courier Capital LLC 0.04% Add +3.4% 1,629 $701K
BNC Wealth Management, LLC 0.19% Reduce -11.8% 1,629 $701K
Investment Partners Asset Management, Inc. 0.43% Reduce -6.9% 1,628 $701K
Main Line Retirement Advisors, LLC 0.35% No change 1,625 $699K
Castleview Partners, LLC 0.36% Add +5.7% 1,623 $698K
Guardian Wealth Advisors, LLC / NC 0.04% Reduce -53.3% 1,623 $698K
Euro Pacific Asset Management, LLC 0.07% Add +110.2% 1,379 $698K
Aviance Capital Partners, LLC 0.08% Reduce -32.5% 1,621 $698K
Diamant Asset Management, Inc. 0.51% Add +42929.0% 697,070 $697K
Frederick Financial Consultants, LLC 0.35% Reduce -33.4% 1,620 $697K
Curio Wealth, LLC 0.24% No change 1,619 $697K
OLIO Financial Planning 0.19% Add +0.5% 1,619 $697K
Osbon Capital Management LLC 0.57% Add +14.1% 1,619 $696K
Bourne Lent Asset Management Inc. 0.26% Reduce -22.4% 1,618 $696K
Fairvoy Private Wealth, LLC 0.17% No change 1,617 $696K
Guilbault Capital LLC 0.76% Reduce -66.8% 1,613 $694K
Alpha Omega Wealth Management LLC 0.11% Reduce -0.3% 1,613 $694K
Family Office Research LLC 0.30% Add +0.8% 1,613 $694K
Wick Capital Partners, LLC 0.13% Add +2.4% 1,611 $693K
Cypress Wealth Services, LLC 0.10% Reduce -1.8% 1,611 $693K
Connable Office Inc. 0.07% No change 1,611 $693K
Knuff & Co LLC 0.21% Reduce -7.2% 1,610 $693K
Barlow Wealth Partners, LLC 0.08% Reduce -1.6% 1,553 $693K
Clark Capital Management Group, Inc. 0.00% Add +78.1% 1,608 $692K
Northwest Financial Advisors 1.33% Reduce -1.8% 1,602 $689K
Freedom Financial Partners LLC 0.24% Reduce -2.7% 1,597 $687K
Cornerstone National Bank & Trust Co 0.25% No change 1,565 $685K
Kellett Wealth Advisors, LLC 0.37% Add +30.1% 1,592 $685K
Mid-American Wealth Advisory Group, Inc. 0.29% No change 1,728 $685K
Chicago Capital, LLC 0.02% Reduce -21.5% 1,590 $684K
Quotient Wealth Partners, LLC 0.02% Add +3.0% 1,586 $682K
Talon Private Wealth, LLC 0.09% — 1,586 $682K
Garde Capital, Inc. 0.04% Add +3.6% 1,583 $681K
BankChampaign, National Association 0.67% Add +2671.9% 1,580 $680K
BDFS Capital LLC 0.33% Add +74.7% 2,503 $680K
MeadowBrook Investment Advisors LLC 0.61% No change 1,578 $679K
Nicollet Investment Management, Inc. 0.23% No change 1,575 $678K
Durante & Waters, LLC 0.49% No change 1,575 $678K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.01% Add +171.5% 1,572 $676K
Edge Wealth Management LLC 0.12% Reduce -11.3% 1,570 $676K
Webster Bank, N. A. 0.06% Add +4.3% 1,570 $676K
Cloud Capital Management, LLC 0.29% Reduce -5.4% 1,569 $675K
Salem Investment Counselors Inc. 0.02% Add +0.2% 1,567 $674K
Paladin Advisory Group, LLC 0.51% No change 1,565 $673K
DF Dent & Co. Inc. 0.01% No change 1,565 $673K
Oasis Advisors, LLC 0.13% Add +166.0% 1,564 $673K
Old Mission Investment Co LLC 0.16% Reduce -14.2% 1,562 $672K
Altiora Financial Group, LLC 0.11% No change 1,560 $671K
Proactive Wealth Strategies LLC 0.13% Add +32.4% 1,558 $670K
Financial Designs Corp 0.37% New 1,557 $670K
Panoramic Investment Advisors, LLC 0.36% Reduce -1.9% 1,555 $669K
Keynote Financial Services LLC 0.36% Reduce -8.8% 1,551 $667K
NCM Capital Management, LLC 0.24% Reduce -10.7% 1,550 $667K
BIP Wealth, LLC 0.03% Reduce -17.0% 1,550 $667K
Portfolio Strategies, Inc. 0.08% Add +16.5% 1,544 $665K
Bridgewealth Advisory Group, LLC 0.14% Reduce -30.1% 1,544 $664K
Bingham Private Wealth, LLC 0.53% New 1,542 $664K
HHM Wealth Advisors, LLC 0.08% Reduce -58.5% 1,540 $663K
Parisi Gray Wealth Management 0.16% Add +0.1% 1,540 $663K
Stablepoint Partners, LLC 0.10% Add +36.7% 1,538 $662K
Fiducient Advisors LLC 0.09% No change 1,537 $661K
Wealth Dimensions Group, Ltd. 0.13% Add +34.8% 1,527 $657K
Blue Zone Wealth Advisors, LLC 0.13% No change 1,525 $656K
Avondale Wealth Management 0.32% Reduce -4.6% 1,522 $655K
Ridgewood Investments LLC 0.27% — 1,519 $654K
Connective Capital Management, LLC 0.54% Reduce -54.6% 1,518 $653K
Acorn Financial Advisory Services Inc. 0.09% Reduce -4.1% 1,518 $653K
Somerset Trust Co 0.20% Reduce -10.4% 1,516 $652K
OneAscent Family Office, LLC 0.45% Add +2.6% 1,511 $650K
Grantvest Financial Group LLC 0.42% Reduce -13.2% 1,510 $650K
GEM Asset Management, LLC 0.29% Reduce -23.6% 1,507 $648K
Cypress Asset Management Inc. 0.15% No change 1,507 $648K
Aquire Wealth Advisors, LLC 0.17% No change 1,505 $648K
Brown Miller Wealth Management, LLC 0.18% No change 1,503 $647K
Washington Trust Advisors, Inc. 0.05% Add +12.8% 1,503 $647K
Resonant Capital Advisors, LLC 0.03% No change 1,503 $647K
Whalen Wealth Management Inc. 0.35% New 1,501 $646K
Barrett & Company, Inc. 0.22% No change 1,501 $646K
Redwood Family Wealth LLC 0.63% Add +10.3% 1,500 $645K
Prism Advisors, Inc. 0.17% No change 1,500 $645K
Madrona Financial Services, LLC 0.14% Reduce -2.4% 1,496 $644K
Iams Wealth Management, LLC 0.22% Add +19.5% 1,495 $643K
Mathes Company, Inc. 0.24% No change 1,495 $643K
L.K. Benson & Company, P.C. 0.21% Add +30.7% 1,494 $643K
JGP Wealth Management, LLC 0.07% Add +18.5% 1,491 $642K
Huntington National Bank 0.00% New 1,490 $641K
Capital City Trust Co. 0.15% Reduce -2.6% 1,489 $641K
Burling Wealth Partners, LLC 0.10% No change 1,485 $639K
Dynamic Financial Group 0.52% Reduce -15.4% 1,478 $636K
Stuart Investment Advisors, Inc. 0.28% Add +18.4% 1,477 $636K
Legacy Financial Group LLC 0.08% No change 1,477 $636K
Tompkins Financial Corp. 0.05% Add +8.4% 1,476 $635K
Atlantic Family Wealth, LLC 0.46% Add +63.9% 1,475 $635K
LexAurum Advisors, LLC 0.08% — 1,474 $634K
Quartz Partners, LLC 0.24% Reduce -15.9% 1,472 $633K
Brave Asset Management Inc. 0.15% No change 1,472 $633K
Biltmore Family Office, LLC 0.09% Reduce -4.7% 1,472 $633K
Prudent Investors Network, Inc. 0.14% Add +79.7% 1,470 $633K
Chilton Capital Management LLC 0.02% Reduce -21.4% 1,467 $631K
QP Wealth Management, LLC 1.08% Reduce -50.6% 1,466 $631K
Fearless Solutions, LLC dba Best Invest 0.38% Reduce -0.3% 1,465 $630K
Vicus Capital 0.05% Reduce -6.9% 1,464 $630K
Global Trust Asset Management, LLC 0.24% Add +37.7% 1,462 $629K
Arrow Financial Corp 0.06% Reduce -7.0% 1,457 $627K
Rubicon Advisors, GP 0.56% Add +70.4% 1,452 $625K
Iron Gate Global Advisors LLC 0.07% Reduce -32.4% 1,452 $625K
Ameritas Investment Partners, Inc. 0.02% Reduce -3.5% 1,452 $625K
XY Planning Network, Inc. 0.10% Add +82.0% 1,427 $625K
Sage Rhino Capital LLC 0.12% Reduce -19.4% 1,452 $625K
Catalyst Private Wealth, LLC 0.34% Reduce -17.1% 1,450 $624K
Central Bank & Trust Co. 0.10% No change 1,450 $624K
Parker Investment Management, LLC 0.09% No change 1,447 $623K
Runnymede Capital Advisors, Inc. 0.53% New 1,445 $622K
Legacy Financial Strategies, LLC 0.11% Add +14.3% 1,443 $621K
Revisor Wealth Management LLC 0.17% Add +3.8% 1,440 $620K
Nicholas Wealth, LLC. 0.43% Add +10.1% 1,438 $619K
Crestmont Private Wealth LLC 0.20% No change 1,438 $619K
Alpha Wealth Funds, LLC 0.44% Add +6.8% 1,437 $618K
Eldridge Investment Advisors, Inc. 0.14% No change 1,437 $618K
Mengis Capital Management, Inc. 0.11% Reduce -1.4% 1,435 $617K
Brogan Financial, Inc. 0.27% Reduce -2.8% 1,431 $616K
Mairs & Power Inc. 0.01% New 1,430 $615K
Union Savings Bank 0.27% No change 1,430 $615K
Clear Point Advisors Inc. 0.48% Reduce -2.2% 1,428 $614K
Severin Investments, LLC 0.53% New 1,426 $613K
Cordgrass Capital Advisors, LLC 0.14% Add +5.6% 1,425 $613K
Wellspring Financial Advisors, LLC 0.05% New 1,424 $613K
Hunter Associates Investment Management LLC 0.08% New 1,418 $611K
Kintra Wealth, LLC 0.04% Add +174.4% 1,416 $609K
1248 Management, LLC 0.28% No change 1,415 $609K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.20% Reduce -31.5% 1,416 $609K
S&A Financial Services, Inc. 0.42% — 1,411 $607K
Legacy Trust 0.12% Reduce -3.4% 1,411 $607K
FWG Holdings, LLC 0.23% Add +102.4% 1,419 $607K
Ruggiero Investments, Inc. 0.59% Reduce -18.0% 1,410 $607K
Aureum Wealth Management, LLC 0.42% Add +11.0% 1,410 $607K
Goodman Financial Corp 0.10% No change 1,410 $607K
Petix & Botte Co 0.27% Reduce -50.0% 1,406 $605K
Verus Financial Partners, Inc. 0.05% Reduce -3.1% 1,372 $604K
Moseley Investment Management Inc. 0.19% Add +8.5% 1,403 $604K
Wealth Management Nebraska 0.06% Reduce -3.2% 1,401 $603K
Peoples Bank 0.61% Reduce -7.7% 1,400 $602K
Ardent Capital Management, Inc. 0.26% No change 1,400 $602K
one8zero8, LLC 0.13% No change 1,400 $602K
Thomas J. Herzfeld Advisors, Inc. 0.20% No change 1,398 $602K
Anchor Investment Management, LLC 0.05% No change 1,398 $602K
Cane Capital Partners, LLC 0.27% Add +40.6% 1,396 $601K
Willis Johnson & Associates, Inc. 0.04% Reduce -1.0% 1,395 $600K
Kaizen Financial Strategies 0.25% Reduce -1.2% 1,361 $599K
Provident Wealth Management, LLC 0.18% Reduce -14.3% 1,388 $597K
Leisure Capital Management 0.21% Add +0.9% 1,383 $595K
Hexagon Capital Partners LLC 0.09% New 1,380 $594K
Tower Bridge Advisors 0.06% New 1,380 $594K
Wellington-Altus USA Inc. 0.35% Add +10.2% 1,609 $593K
Lockerman Financial Group, Inc. 1.07% Reduce -10.2% 1,377 $593K
Landmark Wealth Management, LLC 0.16% New 1,375 $592K
Goldstone Financial Group, LLC 0.06% Add +14.5% 1,373 $591K
Second Line Capital, LLC 0.11% Add +1.0% 1,390 $589K
WealthPoint Financial, LLC 0.49% Reduce -7.3% 1,366 $588K
Bigelow Investment Advisors, LLC 0.24% Reduce -10.9% 1,366 $588K
Tritonpoint Wealth, LLC 0.06% Reduce -5.5% 1,366 $588K
Jackson Square Capital, LLC 0.12% Reduce -2.7% 1,364 $587K
Medallion Wealth Advisors, LLC 0.19% Reduce -11.4% 1,364 $587K
Physician Wealth Advisors, Inc. 0.08% Add +0.7% 1,362 $586K
Wilson & Boucher Capital Management, LLC 0.39% Add +69.1% 1,361 $586K
RDA Financial Network 0.15% Reduce -0.4% 1,358 $584K
Cathy Pareto & Associates, Inc. 0.39% Add +1.5% 1,357 $584K
MLP3, LLC 0.65% Reduce -14.5% 1,355 $583K
Valtinson Bruner Financial Planning LLC 0.16% Reduce -1.5% 1,354 $583K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,350 $581K
Strait & Sound Wealth Management LLC 0.22% Add +3.9% 1,348 $580K
Power Wealth Management LLC 0.22% Add +87.6% 1,347 $580K
BCS Private Wealth Management, Inc. 0.18% Add +4.8% 1,347 $580K
Ellenbecker Investment Group 0.08% Add +1.7% 1,343 $578K
Greenspring Advisors, LLC 0.04% Reduce -4.5% 1,342 $577K
Westmount Partners, LLC 0.14% Add +0.3% 1,338 $576K
LifeGoal Investments, LLC 0.33% No change 1,314 $575K
Prepared Retirement Institute LLC 0.28% No change 1,328 $571K
Gilman Hill Asset Management, LLC 0.09% Add +63.2% 1,325 $570K
Tortoise Investment Management, LLC 0.05% New 1,322 $569K
Berkshire Asset Management LLC 0.02% Reduce -5.4% 1,321 $568K
Westshore Wealth, LLC 0.20% Reduce -62.6% 1,320 $568K
Lanark Financial, Inc. 0.04% Reduce -1.5% 1,320 $568K
Monograph Wealth Advisors, LLC 0.05% New 1,319 $568K
Core Wealth Partners LLC 0.26% Add +15.6% 1,317 $567K
PGIM Custom Harvest LLC 0.01% Reduce -31.7% 1,315 $566K
WBH Advisory Inc. 0.04% Reduce -1.8% 1,289 $564K
M1 Capital Management LLC 0.26% Reduce -3.2% 1,310 $563K
Comprehensive Money Management Services LLC 0.37% Reduce -7.1% 1,309 $563K
Mountain Capital Investment Advisors Inc. 0.08% Add +77.8% 1,310 $563K
Redwood Investment Management, LLC 0.07% Reduce -5.8% 1,308 $563K
Luminist Capital LLC 0.75% Reduce -86.7% 1,304 $561K
Collaborative Wealth Managment Inc. 0.26% Add +1.8% 1,300 $559K
Eaton Financial Holdings Company, LLC 0.18% New 1,300 $559K
Harvey Capital Management Inc. 0.13% No change 1,300 $559K
CMT Capital Markets Trading GmbH 0.26% Reduce -66.7% 1,299 $559K
Teamwork Financial Advisors, LLC 0.06% Add +41.8% 1,299 $559K
Facet Wealth, Inc. 0.01% Add +78.0% 1,298 $559K
Glassman Wealth Services 0.08% No change 1,297 $558K
German American Bancorp, Inc. 0.05% No change 1,297 $558K
Ballast, Inc. 0.13% No change 1,295 $557K
Wellington Shields & Co., LLC 0.14% Add +0.1% 1,293 $556K
Capital Analysts, LLC 0.01% Reduce -13.4% 1,291 $556K
TPG Advisors LLC 0.35% No change 1,291 $556K
Wellment Financial 0.69% Reduce -16.5% 1,287 $554K
Highland Capital Management, LLC 0.03% Add +30.6% 1,280 $551K
Prosperitas Financial LLC 0.20% Add +5.2% 1,279 $550K
Harfst & Associates, Inc. 0.10% Reduce -13.6% 1,276 $549K
First Pacific Financial 0.07% Reduce -22.8% 1,274 $548K
Plancorp, LLC 0.02% Add +37.5% 1,254 $548K
Montz Harcus Wealth Management LLC 0.22% Reduce -6.8% 1,268 $546K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -12.7% 1,268 $546K
Capital CS Group, LLC 1.13% New 1,267 $545K
Brooklyn Investment Group 0.02% Reduce -9.1% 1,267 $545K
M. Kulyk & Associates, LLC 0.10% No change 1,266 $545K
Tulsa Wealth Advisors, INC 0.10% New 1,266 $545K
Penobscot Wealth Management 0.16% Reduce -5.9% 1,265 $544K
Independent Solutions Wealth Management, LLC 0.08% Add +34.7% 1,265 $544K
Custos Family Office, LLC 0.38% Reduce -0.3% 1,263 $543K
Atlas Brown,Inc. 0.16% Add +1.6% 1,263 $543K
Blackston Financial Advisory Group, LLC 0.34% Reduce -2.1% 1,261 $543K
Roberts Glore & Co. Inc. 0.15% Reduce -12.3% 1,257 $541K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -37.0% 1,256 $540K
Beckerman Institutional, LLC 0.29% Reduce -0.6% 1,251 $538K
Vines Capital Management, LLC 0.53% No change 1,250 $538K
Magnolia Private Wealth, LLC 0.36% Reduce -12.5% 1,250 $538K
Banyan Capital Management, Inc. 0.23% No change 1,250 $538K
Birch Hill Investment Advisors LLC 0.02% Add +0.8% 1,250 $538K
Cambient Family Office, LLC 0.07% No change 1,247 $537K
UNIVEST FINANCIAL Corp 0.03% Reduce -32.1% 1,244 $535K
Wincap Financial LLC 0.35% Reduce -4.7% 1,239 $533K
ETF Store, Inc. 0.52% No change 1,237 $532K
GeoWealth Management, LLC 0.02% Add +16.5% 1,237 $532K
Purewater Capital LLC 0.51% — 1,236 $532K
Stone Wealth Partners 0.48% Add +3.5% 1,235 $531K
Navis Wealth Advisors, LLC 0.27% Add +4.6% 1,235 $531K
TMB Capital Partners, LLC 0.18% Reduce -0.9% 1,234 $531K
FourThought Financial Partners, LLC 0.05% Reduce -31.7% 1,232 $530K
Bramshill Investments, LLC 0.05% New 1,228 $528K
Cornell Pochily Investment Advisors, Inc. 0.15% No change 1,226 $528K
Main Street Group, LTD 0.17% Reduce -9.5% 1,225 $527K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.12% No change 1,225 $527K
Compass Financial Group, INC 0.07% Add +4.8% 1,224 $527K
Kane Investment Management, Inc. 0.27% Reduce -2.2% 1,222 $526K
Kapstone Financial Advisors LLC 0.26% Add +6.8% 1,221 $525K
Cynosure Group, LLC 0.07% Reduce -98.0% 1,219 $525K
Dynamic Wealth Strategies, LLC 0.30% No change 1,218 $524K
Sterneck Capital Management, LLC 0.24% Reduce -9.8% 1,218 $524K
Brian Low Financial Group, LLC 0.35% Reduce -10.0% 1,211 $521K
Marathon Wealth Advisors LLC 0.21% Add +3.1% 1,208 $520K
L & S Advisors Inc 0.07% Reduce -96.6% 1,207 $519K
Wood Tarver Financial Group, LLC 0.14% Add +4.7% 1,207 $519K
Cornerstone Wealth, LLC 0.29% — 1,230 $519K
Integrity Wealth Advisors, Inc. 0.31% Reduce -12.1% 1,206 $519K
Powell Investment Advisors, LLC 0.18% Add +39.6% 1,206 $519K
Mach-1 Financial Group, LLC 0.18% Reduce -45.8% 1,204 $518K
Buckhead Capital Management LLC 0.19% No change 1,201 $517K
Evolution Wealth Management Inc. 0.38% Add +2.3% 1,200 $516K
Hennion & Walsh Asset Management, Inc. 0.02% No change 1,200 $516K
Elite Financial, Inc. 0.23% No change 1,200 $516K
Centerpoint Advisors, LLC 0.17% Reduce -24.1% 1,199 $516K
Root Financial Partners, LLC 0.02% Reduce -9.3% 1,195 $514K
Uptick Partners, LLC 0.10% Add +2.6% 1,194 $514K
Capital Asset Advisory Services LLC 0.02% Reduce -21.9% 1,162 $514K
City Center Advisors, LLC 0.47% Reduce -2.1% 1,193 $513K
Stephenson & Company, Inc. 0.28% Add +8.2% 1,190 $512K
Vigil Wealth Management, LLC 0.41% Add +24.2% 1,185 $510K
Provident Investment Management, Inc. 0.05% No change 1,185 $510K
Parkside Financial Bank & Trust 0.04% No change 1,183 $509K
Richardson Financial Services Inc. 0.32% Reduce -6.7% 1,183 $509K
G&S Capital LLC 0.18% Reduce -3.8% 1,181 $508K
Howard Wealth Management, LLC 0.21% New 1,180 $508K
Vanguard Capital Wealth Advisors 0.47% No change 1,177 $506K
Prentiss Smith & Co. Inc. 0.29% No change 1,176 $506K
Ameriflex Group, Inc. 0.26% Reduce -2.3% 1,175 $506K
Avise Financial Cooperative, Inc. 0.42% No change 1,175 $506K
Centurion Wealth Management LLC 0.11% No change 1,173 $505K
Sandhill Capital Partners LLC 0.04% Add +39.9% 1,172 $504K
Eagle Harbor Asset Management Inc. 0.43% Reduce -7.6% 1,168 $503K
Stanich Group LLC 0.38% No change 1,167 $502K
Main Management LLC 0.04% No change 1,166 $502K
Sigma Investment Counselors Inc. 0.03% Add +5.4% 1,166 $502K
Chapin Davis, Inc. 0.11% Reduce -3.3% 1,166 $502K
Portland Global Advisors LLC 0.05% No change 1,165 $501K
Belfer Management LLC 8.38% Add +3.6% 1,164 $501K
Prosperity Advisers, LLC 0.42% Add +14.8% 1,161 $500K
Highlander Partners, L.P. 0.20% No change 1,160 $499K
Novak & Powell Financial Services, Inc. 0.27% Add +17.4% 1,159 $499K
Cannon Financial Strategists, Inc. 0.07% No change 1,157 $498K
Faithward Advisors, LLC 0.07% Add +51.0% 1,155 $497K
Whitener Capital Management, Inc. 0.11% Reduce -0.7% 1,149 $494K
Private Capital Advisors, Inc. 0.06% Add +75.0% 1,143 $492K
Marks Group Wealth Management, Inc 0.05% Reduce -20.8% 1,141 $491K
Diker Management LLC 0.44% No change 1,137 $489K
Bci Securities, Inc. 4.82% Add +5.7% 1,136 $489K
Peregrine Asset Advisers, Inc. 0.13% Reduce -93.0% 1,135 $488K
Mustico Financial Group, Inc. 0.34% Add +16.2% 1,127 $488K
American Asset Management Inc. 0.42% Reduce -31.1% 1,134 $488K
Tanager Wealth Management LLP 0.05% Add +21.4% 1,129 $486K
McGuire Capital Advisors Inc. 0.31% Reduce -1.7% 1,127 $485K
Beacon Financial Advisory LLC 0.11% Add +19.7% 1,126 $485K
New Harbor Financial Group, LLC 0.09% Add +28.5% 1,126 $485K
First National Bank Sioux Falls 0.13% No change 1,100 $484K
Ironwood Financial, llc 0.08% Reduce -1.1% 1,124 $484K
Cypress Capital, LLC 0.14% Reduce -36.9% 1,122 $483K
Eagle Wealth Strategies LLC 0.21% Reduce -0.2% 1,121 $482K
Walker Asset Management, LLC 0.26% Reduce -2.1% 1,120 $482K
Carmel Capital Management L.L.C. 0.14% No change 1,120 $482K
Lantz Financial LLC 0.10% No change 1,120 $482K
Gallacher Capital Management LLC 0.18% No change 1,119 $481K
DMKC Advisory Services, LLC 0.20% Add +33.1% 1,118 $481K
Unique Wealth Strategies, LLC 0.20% Add +3.5% 1,115 $480K
Cassady Wealth & Retirement Planning, LLC 0.25% No change 1,131 $479K
HFG Wealth Management, LLC 0.26% No change 1,113 $479K
Lewis Asset Management, LLC 0.20% Reduce -15.2% 1,113 $479K
TLWM 0.09% Add +5.9% 1,112 $478K
CFO4Life Group, LLC 0.07% No change 1,111 $478K
Schwallier Wealth Management LLC 0.35% Reduce -8.7% 1,110 $478K
Financial Insights, Inc. 0.15% New 1,110 $478K
Apex Wealth Management, LLC 0.33% No change 1,108 $477K
Owen LaRue, LLC 0.18% Reduce -4.3% 1,108 $477K
Satovsky Asset Management LLC 0.08% Reduce -1.1% 1,106 $476K
Asset Advisors Investment Management, LLC 0.05% No change 1,105 $475K
Dover Advisors, LLC 0.20% Add +46.5% 1,103 $475K
First Financial Bankshares Inc 0.01% Add +37.5% 1,101 $474K
Unified Investment Management 0.49% No change 1,098 $472K
Westhampton Capital, LLC 0.22% No change 1,098 $472K
1620 Investment Advisors, Inc. 0.32% Reduce -0.8% 1,096 $472K
SJS Investment Consulting Inc. 0.06% Reduce -0.1% 1,094 $471K
USAdvisors Wealth Management, LLC 0.16% Reduce -8.6% 1,135 $470K
Sunbeam Capital Management, LLC 0.27% Reduce -18.1% 1,089 $469K
Straight Path Wealth Management 0.13% Add +7.8% 1,088 $468K
Lester Murray Antman dba SimplyRich 0.12% No change 1,089 $468K
Middleton & Co. Inc. 0.05% Reduce -2.3% 1,087 $468K
Fractal Investments LLC 0.06% Reduce -56.7% 1,083 $466K
Blue Chip Partners, LLC 0.03% Add +13.9% 1,081 $465K
M3 Advisory Group, LLC 0.29% Add +28.1% 1,079 $464K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +105.3% 1,113 $463K
Capital Management Associates, Inc 0.10% Add +1.9% 1,076 $463K
Beverly Hills Private Wealth, LLC 0.08% Add +0.5% 1,076 $463K
Opus Capital Group, LLC 0.05% Reduce -4.0% 1,073 $462K
Financial Freedom, LLC 0.23% No change 1,072 $461K
SilverOak Wealth Management LLC 0.07% Reduce -4.5% 1,071 $461K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -10.5% 1,070 $460K
Norris Perne & French LLP 0.02% Add +2.1% 1,068 $460K
III Capital Management 0.19% Reduce -48.4% 1,066 $459K
CAP Partners, LLC 0.26% No change 1,065 $458K
Vantage Point Financial LLC 0.16% Add +41.8% 1,065 $458K
Northstar Group, Inc. 0.07% No change 1,064 $458K
Investment Research Partners LLC 0.19% New 1,063 $457K
F/m Investments LLC 0.03% Reduce -1.9% 1,063 $457K
Doliver Advisors, LP 0.10% Add +58.9% 1,058 $455K
Summit Global Investments 0.03% Add +7.4% 1,058 $455K
FSA Advisors, Inc. 0.30% Reduce -11.3% 1,057 $455K
Third View Private Wealth, LLC 0.06% Add +102.1% 1,055 $454K
Arbor Capital Management Inc. 0.37% Add +103.7% 1,043 $454K
LaFleur & Godfrey LLC 0.06% No change 1,050 $452K
Permanens Capital L.P. 0.06% New 1,049 $451K
Hoge Financial Services, LLC 0.24% Add +19.4% 1,047 $451K
Buffalo Business & Estate Services Ltd. 0.07% Add +0.5% 1,046 $450K
Rockwood Wealth Management, LLC 0.03% Reduce -7.9% 1,046 $450K
Dahring | Cusmano LLC 0.28% No change 1,043 $449K
Q3 Asset Management 0.11% Reduce -81.6% 1,043 $448K
Intrepid Capital Management Inc. 0.21% Add +3.5% 1,041 $448K
Elser Financial Planning, Inc 0.02% No change 1,043 $447K
Vestor Capital, LLC 0.03% Add +45.9% 1,036 $446K
River Street Advisors LLC 0.15% Add +18.3% 1,036 $446K
Sageworth Trust Co of South Dakota 0.35% No change 1,035 $445K
Vance Wealth, LLC 0.13% No change 1,034 $445K
TrueWealth Advisors, LLC 0.11% Reduce -14.3% 1,033 $444K
Integral Investment Advisors, Inc. 0.11% No change 1,033 $444K
Bill Few Associates, Inc. 0.11% Add +54.9% 1,033 $444K
Allred Capital Management, LLC 0.16% Reduce -0.3% 1,031 $444K
Bard Associates Inc. 0.11% No change 1,031 $444K
First Merchants Corp. 0.02% No change 1,031 $444K
Private Advisory Group LLC 0.03% New 1,030 $443K
Rolek Wealth Management LLC 0.32% Add +41.1% 1,029 $443K
Invariant Investment Management 0.27% No change 1,011 $443K
Great Lakes Retirement, Inc. 0.05% Reduce -1.8% 1,026 $441K
First National Bank of Mount Dora, Trust Investment Services 0.10% No change 1,025 $441K
Princeton Capital Management LLC 0.12% Add +26.3% 1,022 $440K
Horst & Graben Wealth Management LLC 0.06% Add +3.4% 1,021 $439K
Grant Street Asset Management, Inc. 0.08% New 1,020 $439K
Burney Co./ 0.01% Reduce -13.3% 1,020 $439K
Pathway Financial Advisers, LLC 0.12% Add +1.4% 1,019 $439K
Miramontes Capital, LLC 0.15% Add +7.2% 1,017 $438K
Pacific Excel Wealth Advisors, Inc. 0.46% Add +93.9% 1,014 $436K
Plante Moran Financial Advisors, LLC 0.03% Reduce -13.4% 1,014 $436K
PFS Partners, LLC 0.20% Reduce -6.0% 1,013 $436K
Carrera Capital Advisors 0.07% Reduce -9.6% 1,013 $436K
Sage Financial Group Inc. 0.03% New 1,013 $436K
MB Generational Wealth, LLC 0.24% Reduce -15.6% 1,009 $434K
JNBA Financial Advisors 0.04% Reduce -3.9% 1,007 $433K
Archvest Wealth Advisors, Inc. 0.28% New 1,007 $433K
Bragg Financial Advisors, Inc 0.01% Reduce -4.5% 1,006 $433K
Ade, LLC 0.21% Reduce -20.6% 1,005 $432K
Guidance Point Advisors, LLC 0.10% Reduce -1.5% 1,003 $432K
Matrix Private Capital Group LLC 0.21% New 1,004 $432K
Wealth Alliance, LLC 0.04% Reduce -19.4% 1,003 $432K
Corient IA LP 0.40% New 1,000 $430K
Vilga Financial Planning LLC 0.38% No change 1,000 $430K
Black Maple Capital Management LP 0.33% Reduce -9.1% 1,000 $430K
Chelsea Counsel Co. 0.19% Reduce -37.5% 1,000 $430K
Cornerstone Management, Inc. 0.07% Reduce -13.3% 1,000 $430K
Hoey Investments, Inc. 0.06% Add +49.3% 1,000 $430K
Old West Investment Management, LLC 0.05% No change 1,000 $430K
Keystone Global Partners, LLC 0.19% No change 998 $429K
Portside Wealth Group, LLC 0.06% Add +52.0% 997 $429K
Legacy Capital Wealth Management, LLC 0.25% No change 996 $429K
Bernardo Wealth Planning LLC 0.08% Reduce -4.3% 996 $429K
Channel Wealth LLC 0.10% Reduce -57.8% 994 $428K
Holderness Investments Co. 0.09% Add +18.9% 993 $427K
1900 Wealth Management LLC 0.03% Reduce -10.8% 993 $427K
Maltin Wealth Management, Inc. 0.16% No change 992 $427K
Joule Financial, LLC 0.12% Reduce -54.9% 992 $427K
Avail Investment Partners, LLC 0.46% — 989 $426K
BCV Asset Management Inc. 0.01% New 985 $424K
Matrix Asset Advisors Inc. 0.04% Reduce -8.5% 984 $423K
Family Manage LLC 0.05% Reduce -60.6% 983 $423K
IVC Wealth Advisors LLC 0.18% No change 982 $423K
Orion Capital Management LLC 0.15% Add +22.5% 980 $422K
Zhang Financial LLC 0.01% Reduce -19.9% 977 $420K
Baring Financial LLC 0.26% Add +11.7% 975 $420K
Smith Thornton Advisors LLC 0.21% Reduce -3.0% 973 $419K
Ruggaard & Associates LLC 0.17% Add +3.2% 973 $419K
Blossom Wealth Management 0.62% No change 969 $417K
Wealth Effects LLC 0.15% Reduce -34.4% 967 $416K
Coquina Private Wealth LLC 0.33% No change 965 $415K
Symphony Financial Services, Inc. 0.21% Add +2.3% 965 $415K
Key Financial Inc 0.07% Add +6.6% 965 $415K
First Financial Corp. 0.16% Reduce -2.2% 964 $415K
Sterling Investment Counsel, LLC 0.12% Add +0.6% 964 $415K
Covestor Ltd 0.29% Add +64.5% 961 $414K
T. Rowe Price Associates Inc. 0.00% No change 960 $414K
Maia Wealth LLC 0.07% Reduce -0.8% 957 $412K
Smith Chas P & Associates Pa Cpas 0.02% Add +36.3% 957 $412K
Boston Standard Wealth Management, LLC 0.07% No change 946 $411K
Southern Capital Advisors, LLC 0.19% No change 956 $411K
Signature Wealth Management Partners, LLC 0.21% No change 955 $411K
Shepherd Financial Partners LLC 0.04% Reduce -0.1% 951 $409K
Exit Wealth Advisors, LLC. 0.21% Add +11.8% 949 $408K
City State Bank 0.11% No change 948 $408K
Kieckhefer Group LLC 0.19% No change 945 $407K
Garrett Wealth Advisory Group, LLC 0.07% Reduce -13.7% 945 $407K
Avant Financial Advisors LLC 0.29% Add +0.3% 943 $406K
Asset Advisory Group, Inc. 0.20% Reduce -4.1% 941 $405K
Hunting Hill Global Capital, LLC 0.48% Add +56.5% 939 $404K
McDaniel Terry & Co. 0.03% No change 939 $404K
Allen Wealth Management, LLC 0.20% No change 937 $403K
Gilliland Jeter Wealth Management LLC 0.12% No change 937 $403K
Dagco, Inc. 0.09% Reduce -3.6% 937 $403K
Simmons Bank 0.03% Add +28.4% 937 $403K
McDonough Capital Management, Inc 0.22% Add +22.8% 936 $403K
TFR Capital, LLC. 0.12% No change 935 $402K
West Bancorporation Inc. 0.20% No change 934 $402K
Ridgeline Wealth Planning, LLC 0.29% Reduce -1.9% 933 $401K
Destination Wealth Management 0.01% Reduce -1.0% 933 $401K
Range Advisory, LLC 0.07% Add +5.4% 932 $401K
Sageworth Trust Co 0.02% Reduce -12.1% 930 $400K
Uhlmann Price Securities, LLC 0.03% Add +8.0% 934 $399K
Brady Family Wealth, LLC 0.12% New 926 $398K
Slagle Financial, LLC 0.13% Add +3.5% 925 $398K
Viewpoint Capital Management LLC 0.19% Add +2.8% 925 $398K
IMA Advisory Services, Inc. 0.04% No change 925 $398K
Sloy Dahl & Holst, LLC 0.05% No change 924 $398K
Endeavor Private Wealth, Inc. 0.11% Add +19.2% 924 $398K
Anchor Capital Advisors LLC 0.01% Add +9.0% 923 $397K
Childress Capital Advisors, LLC 0.07% Reduce -93.6% 921 $396K
Glaxis Capital Management, LLC 0.50% New 920 $396K
Accredited Investors Inc. 0.02% Reduce -4.9% 919 $395K
Eq Wealth Advisors, LLC 0.23% No change 918 $395K
Broadway Wealth Solutions, Inc. 0.20% Reduce -20.0% 918 $395K
Bare Financial Services, Inc 0.10% Add +1.8% 918 $395K
Integrated Wealth Management 0.45% Reduce -2.0% 917 $395K
Gordian Advisors LLC 0.26% New 916 $394K
Asset Allocation & Management Company, LLC 0.15% No change 915 $394K
McCarter Private Wealth Services LLC 0.17% Add +2.8% 913 $393K
United Capital Management of KS, Inc. 0.06% Reduce -14.9% 907 $390K
Merkkuri Wealth Advisors LLC 0.26% Reduce -0.2% 906 $390K
Atlantic Edge Private Wealth Management, LLC 0.10% Add +3.4% 905 $389K
Paller Financial Services Inc 0.32% Add +2.5% 905 $389K
Paragon Advisors, LLC 0.10% No change 904 $389K
Planning Center, Inc. 0.04% No change 903 $389K
Icon Wealth Advisors, LLC 0.03% Reduce -51.2% 929 $388K
Yarger Wealth Strategies, LLC 0.16% No change 901 $388K
Eagle Bay Advisors LLC 0.34% Reduce -5.3% 900 $387K
Westview Management dba Westview Investment Advisors 0.20% Reduce -18.2% 900 $387K
Peninsula Asset Management Inc. 0.20% No change 900 $387K
Central Valley Advisors, LLC 0.11% New 896 $386K
Fulcrum Equity Management 0.37% No change 895 $385K
Pandowealth. LLC 0.34% No change 895 $385K
ZynergyRetirementPlanningLLC 0.23% Reduce -3.0% 889 $383K
Crown Wealth Group, LLC 0.11% Add +53.6% 888 $382K
Cape Investment Advisory, Inc. 0.13% Add +52.1% 887 $382K
MCF Advisors LLC 0.02% Add +447.5% 887 $382K
October Effect Ltd 0.44% Add +21.7% 886 $381K
Wealth Care LLC 0.34% — 885 $381K
New Republic Capital, LLC 0.13% Reduce -22.2% 885 $381K
Sachetta, LLC 0.21% No change 884 $380K
Sound Financial Strategies Group, LLC 0.26% Reduce -37.8% 884 $380K
Bitterroot Capital Advisors LLC 0.23% No change 883 $380K
Capital Investment Counsel, LLC 0.05% Add +12.8% 883 $380K
TruWealth Advisors, LLC 0.02% No change 882 $380K
Horrell Capital Management, Inc. 0.17% Reduce -18.5% 881 $379K
Burford Brothers, Inc. 0.16% Reduce -56.8% 881 $379K
Ridgecrest Wealth Partners, LLC 0.21% Reduce -8.3% 880 $379K
Security Financial Services, INC. 0.06% Add +50.2% 880 $379K
Shariaportfolio, Inc. 0.17% Reduce -18.3% 877 $377K
Moneywise, Inc. 0.16% Add +11.6% 876 $377K
Farrell Financial LLC 0.22% No change 875 $377K
Thrive Wealth Management, LLC 0.06% Add +16.2% 875 $377K
WJ Interests, LLC 0.14% No change 875 $377K
Compton Financial Group, LLC 0.08% Reduce -15.9% 874 $376K
Nomura Asset Management Co. Ltd. 0.00% Reduce -91.1% 874 $376K
Peachtree Investment Partners, LLC 0.14% Add +14.0% 873 $376K
Spectrum Asset Management, Inc. (NB/CA) 0.12% Reduce -11.7% 872 $375K
Dopkins Wealth Management, LLC 0.15% Reduce -24.0% 869 $374K
Financial Security Advisor, Inc. 0.07% Add +1.9% 869 $374K
Drive Wealth Management, LLC 0.08% Reduce -5.5% 867 $373K
John A. Wolfe & Associates, Inc. 0.57% Reduce -3.7% 866 $373K
Delta Asset Management LLC 0.03% Reduce -0.6% 865 $372K
Advocate Investing Services LLC 0.31% No change 863 $371K
Bannerstone Capital Management, LLC 0.34% No change 862 $371K
Bond & Devick Financial Network, Inc. 0.10% Reduce -6.0% 862 $371K
Partners Wealth Management, LLC 0.38% Add +32.3% 861 $371K
Clark Financial Services Group Inc. 0.20% Add +10.0% 860 $370K
Core Wealth Advisors, Inc. 0.09% No change 860 $370K
BNB Wealth Management, LLC 0.24% Reduce -26.4% 859 $370K
Virginia Wealth Management Group, Inc. 0.20% Reduce -3.7% 857 $369K
49 Wealth Management, LLC 0.03% New 856 $368K
Ackerman Capital Advisors, LLC 0.08% No change 855 $368K
RVW Wealth, LLC 0.03% Add +18.8% 855 $368K
Lebenthal Global Advisors, LLC 0.05% Add +0.1% 855 $368K
PVG Asset Management Corp. 0.22% Add +33.6% 927 $368K
Dynamic Technology Lab Private Ltd 0.06% Add +20.5% 851 $366K
Consultiva Wealth Management, Corp. 1.06% No change 850 $366K
Barden Capital Management, Inc. 0.31% Add +12.3% 850 $366K
Citrine Capital LLC 0.16% New 850 $366K
Vermillion Wealth Management, Inc. 0.15% Add +4.4% 850 $366K
Hourglass Capital, LLC 0.08% New 850 $366K
Peak Asset Management, LLC 0.06% No change 850 $366K
Kelly Financial Services LLC 0.09% Reduce -3.4% 849 $365K
WestHill Financial Advisors, Inc. 0.07% Reduce -0.9% 848 $365K
Fortune Financial Advisors, LLC 0.19% Add +27.4% 847 $364K
Strategic Equity Management 0.14% Add +9.0% 845 $364K
Fielder Capital Group LLC 0.08% Reduce -0.8% 845 $364K
Colonial River Investments, LLC 0.13% Add +11.2% 844 $363K
Hanover Advisors Inc. 0.15% Reduce -0.7% 843 $363K
Legacy Edge Advisors, LLC 0.04% Reduce -13.3% 843 $363K
Shepherd Kaplan Krochuk, LLC 0.30% No change 841 $362K
David J Yvars Group 0.20% Reduce -9.2% 840 $361K
TCP Asset Management, LLC 0.05% No change 839 $361K
Financial Perspectives, Inc 0.10% No change 838 $361K
Chemung Canal Trust Co. 0.07% Reduce -47.3% 836 $360K
Ashton Thomas Securities, LLC 0.05% New 835 $359K
Aviso Financial Inc. 0.01% Reduce -31.2% 833 $358K
Everpar Advisors LLC 0.12% Reduce -18.6% 832 $358K
71 West Capital Partners 0.02% New 832 $358K
DKM Wealth Management, Inc. 0.26% No change 828 $356K
Aegis Financial Corp. 0.06% No change 828 $356K
MRWM Advisors, LLC 0.19% Reduce -2.4% 827 $356K
Granite Islands Private Wealth, LLC 0.33% Add +20.3% 825 $355K
K.J. Harrison & Partners Inc 0.06% No change 825 $355K
Summit Wealth Group LLC / Co. 0.04% Reduce -9.3% 825 $355K
Ranch Capital Advisors Inc. 0.13% Reduce -5.8% 822 $354K
Client 1ST Advisory Group, LLC 0.11% New 822 $354K
Principia Wealth Advisory, LLC 0.20% Reduce -1.2% 821 $353K
Round Rock Advisors LLC 0.05% Reduce -8.5% 821 $353K
Summit Investment Advisory Services, LLC 0.13% Add +4.5% 821 $353K
First Nebraska Trust Co 0.03% Add +3.5% 820 $353K
Mission Hills Financial Advisory, LLC 0.18% Add +14.2% 819 $352K
Gambit Capital Management, LLC 0.25% Reduce -4.2% 817 $352K
Financial Advisors Network, Inc. 0.05% Add +15.6% 817 $352K
LBMC Investment Advisors, LLC 0.02% No change 815 $351K
AssuredPartners Investment Advisors, LLC 0.04% New 820 $351K
Heritage Wealth Management, Inc. 0.17% Add +1.1% 814 $350K
Villere St Denis J & Co. LLC 0.04% Reduce -10.9% 814 $350K
IRON Financial LLC 0.15% Add +14.0% 813 $350K
Kings Path Partners LLC 0.12% Add +579.8% 809 $348K
Elm Partners Management LLC 0.02% Add +0.1% 839 $348K
Long Island Wealth Management, Inc. 0.16% No change 808 $348K
Parkshore Wealth Management, Inc. 0.12% No change 807 $347K
Patrick M Sweeney & Associates, Inc. 0.22% Reduce -1.2% 806 $347K
Cura Wealth Advisors, LLC 0.16% No change 806 $347K
Wealth Analytics Partners, LLC 0.14% Add +14.8% 805 $346K
Callahan Advisors, LLC 0.03% Add +15.4% 802 $345K
Fifth Lane Capital, LP 0.42% New 800 $344K
Haven Private, LLC 0.15% Reduce -1.8% 800 $344K
Osprey Private Wealth LLC 0.10% Add +10.3% 800 $344K
Gibson Capital, LLC 0.06% No change 800 $344K
Kavar Capital Partners Group, LLC 0.04% Reduce -3.0% 800 $344K
Barr E S & Co. 0.02% No change 800 $344K
Fiera Capital Corp 0.00% No change 800 $344K
Elwood & Goetz Wealth Advisory Group, LLC 0.06% Reduce -20.9% 800 $344K
REDW Wealth LLC 0.14% Add +14.5% 798 $343K
Abundance Wealth Counselors 0.05% Add +44.0% 795 $342K
Bay Capital Advisors, LLC 0.21% No change 794 $342K
Weitzel Financial Services, Inc. 0.13% No change 785 $341K
Goelzer Investment Management, Inc. 0.02% New 793 $341K
Detalus Advisors, LLC 0.08% No change 792 $341K
Chris Bulman Inc 0.15% New 791 $340K
Barnes Pettey Financial Advisors, LLC 0.15% Reduce -1.1% 789 $339K
Strategic Family Wealth Counselors, L.L.C. 0.09% Add +1.4% 789 $339K
Pine Haven Investment Counsel, Inc 0.25% Add +4.5% 788 $339K
Gallagher Fiduciary Advisors, LLC 0.01% Add +1.6% 788 $339K
Hickory Point Bank & Trust 0.22% Reduce -7.1% 785 $338K
Patton Fund Management, Inc. 0.06% Reduce -44.0% 785 $338K
Scholtz & Company, LLC 0.17% Reduce -49.4% 784 $337K
First Western Trust Bank 0.02% Reduce -3.7% 782 $336K
RiverFront Investment Group, LLC 0.01% Add +17.6% 782 $336K
Financial Concepts Unlimited, Inc. 0.30% — 781 $336K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.83% No change 780 $336K
Focused Wealth Management, Inc 0.04% Add +15.2% 779 $335K
Forefront Wealth Partners, LLC 0.14% Reduce -13.6% 779 $335K
GHP Investment Advisors, Inc. 0.01% Add +29.8% 779 $335K
CFS Investment Advisory Services, LLC 0.02% New 750 $334K
Stokes Family Office, LLC 0.03% No change 775 $333K
Cypress Capital Management LLC (WY) 0.32% No change 774 $333K
CGN Advisors LLC 0.03% Reduce -25.5% 774 $333K
KOM Wealth Management Group, LLC 0.23% Reduce -12.7% 773 $332K
Studio Investment Management LLC 0.06% No change 770 $331K
Condor Capital Management 0.03% No change 770 $331K
Kestra Investment Management, LLC 0.01% Reduce -24.1% 770 $331K
Graves Light Lenhart Wealth, Inc. 0.03% No change 769 $331K
Brightwater Advisory LLC 0.22% Reduce -10.2% 768 $330K
Bruce G. Allen Investments, LLC 0.22% Reduce -12.8% 768 $330K
Phil A. Younker & Associates, Ltd. 0.22% No change 766 $330K
Synergy Investment Management, LLC 0.11% Add +7.6% 766 $330K
MRA Advisory Group 0.13% Add +8.2% 765 $329K
Great Diamond Partners, LLC 0.06% No change 765 $329K
Insight Wealth Strategies, LLC 0.04% No change 764 $329K
Accretive Wealth Partners, LLC 0.09% Add +5.0% 763 $328K
Cascade Investment Advisors, Inc. 0.19% Reduce -4.4% 758 $326K
Marmo Financial Group, LLC 0.16% No change 757 $326K
Elgethun Capital Management 0.05% Add +22.9% 757 $326K
Peak Retirement Planning, Inc. 0.06% Add +8.5% 756 $325K
Triton Financial Group Inc 0.56% New 771 $323K
Fishman Jay A Ltd. 0.03% No change 750 $323K
Aureus Asset Management, LLC 0.02% New 750 $323K
Accredited Investor Services, LLC 0.21% No change 747 $321K
Parr McKnight Wealth Management Group, LLC 0.04% Reduce -3.2% 747 $321K
Berman McAleer LLC 0.04% Add +23.1% 745 $321K
Boyum Wealth Architects LLC 0.13% Reduce -17.8% 757 $320K
Financial Network Wealth Advisors LLC 0.33% Add +2.9% 743 $320K
Birchcreek Wealth Management, LLC 0.15% No change 742 $319K
North Forty Two & Co. 0.29% No change 741 $319K
Lantern Wealth Advisors, LLC 0.16% Add +15.6% 741 $319K
First County Bank 0.17% No change 740 $318K
RFG - Bristol Wealth Advisors, LLC 0.09% Add +34.5% 740 $318K
Pennsylvania Capital Management Inc. 0.09% Add +27.6% 739 $318K
Meriwether Wealth & Planning, LLC 0.17% No change 738 $318K
Rodgers Brothers Inc. 0.04% No change 738 $318K
KG Capital Management 0.23% Reduce -57.7% 737 $317K
Koss-Olinger Consulting, LLC 0.03% Add +6.0% 737 $317K
Financial Consulate, Inc. 0.04% Add +24.6% 735 $316K
Clean Yield Group 0.09% No change 735 $316K
Eaton-Cambridge Inc. 0.10% No change 733 $315K
Kera Capital Partners, Inc. 0.04% Add +1.9% 731 $315K
JM2 Capital Inc. 0.26% No change 731 $315K
Copley Financial Group, Inc. 0.19% Add +7.2% 731 $315K
Greenland Capital Management LP 0.07% New 731 $315K
Midwest Financial Partners Investments, Inc. 0.17% New 730 $314K
Cadinha & Co. LLC 0.06% No change 730 $314K
Rollins Financial Advisors, LLC 0.05% Add +2.8% 729 $314K
Marshall Financial Group, LLC 0.05% Add +12.3% 728 $313K
North Berkeley Wealth Management, LLC 0.17% Reduce -29.9% 727 $313K
Baldwin Investment Management, LLC 0.04% Add +16.2% 726 $312K
Z3 Capital Partners, LLC 0.08% No change 725 $312K
Paragon Capital Management Inc. 0.26% Reduce -1.4% 724 $312K
Grant Private Wealth Management Inc 0.17% Reduce -16.7% 724 $312K
Wexford Capital LP 0.05% New 724 $312K
AG Asset Advisory, LLC 0.26% Reduce -25.7% 723 $311K
Center for Financial Planning, Inc. 0.03% Reduce -10.2% 722 $311K
Salomon & Ludwin, LLC 0.03% Add +11.6% 722 $310K
Sonoma Allocations LLC 0.11% Reduce -1.2% 715 $309K
Cascade Investment Group, Inc. 0.20% New 718 $309K
Confluence Investment Management LLC 0.00% Reduce -7.5% 718 $309K
NorthAvenue LLC 0.25% No change 717 $309K
Journey Retirement Planning & Investment Management LLC 0.27% Reduce -67.2% 715 $308K
Stone House Investment Management, LLC 0.06% Add +7.5% 715 $308K
Clearstead Trust, LLC 0.05% Add +14.4% 714 $307K
American Financial Advisors, LLC 0.04% New 714 $307K
Cladis Investment Advisory, LLC 0.17% No change 712 $306K
Opus Financial Solutions LLC 0.29% Reduce -22.2% 710 $306K
Semus Wealth Partners LLC 0.17% Add +3.0% 709 $305K
Traphagen Investment Advisors LLC 0.02% New 707 $304K
Wealth Architects, LLC 0.03% Reduce -6.4% 705 $303K
Resources Management Corp. /CT/ 0.04% Add +39.6% 705 $303K
Register Financial Advisors LLC 0.11% No change 704 $303K
Diversified Portfolios, Inc. 0.02% Reduce -3.3% 704 $303K
Impact Investors, Inc 0.21% Reduce -2.6% 702 $302K
Heirloom Wealth Management 0.05% New 701 $302K
Ionic Capital Management LLC 0.30% New 700 $301K
One Plus One Wealth Management, LLC 0.13% No change 700 $301K
Sonata Capital Group Inc. 0.11% No change 700 $301K
Alaska Wealth Advisors, LLC 0.04% No change 700 $301K
Interactive Financial Advisors, Inc. 0.20% Reduce -4.0% 698 $300K
Roman Butler Fullerton & Co. 0.08% Reduce -58.0% 691 $300K
Capital Planning LLC 0.10% Reduce -7.2% 696 $299K
Stevens Capital Partners 0.07% New 693 $298K
LongView Wealth Management 0.07% Reduce -14.7% 670 $298K
Fagan Associates, Inc. 0.04% No change 692 $298K
Guardian Financial Partners, LLC 0.13% Reduce -28.0% 689 $296K
Pathway Financial Advisors LLC 0.04% No change 690 $296K
Signal Tree Financial Partners LLC 0.22% Add +9.7% 688 $296K
A&I Financial Services, LLC 0.14% No change 687 $296K
Jackson Wealth Management, LLC 0.03% Add +14.4% 685 $295K
Kearns & Associates LLC 0.16% No change 685 $295K
TradeWell Securities, LLC. 0.12% Add +16.7% 685 $295K
Rockbridge Investment Management, LCC 0.03% Reduce -1.2% 683 $294K
Discovery Capital Management, LLC / CT 0.02% No change 682 $293K
Jessup Wealth Management, Inc 0.11% Reduce -34.3% 681 $293K
Foster Dykema Cabot & Partners, LLC 0.02% No change 681 $293K
Empire Financial Management Company, LLC 0.07% No change 680 $293K
Norden Group LLC 0.03% Add +1.6% 678 $292K
GAMMA Investing LLC 0.01% Reduce -1.7% 678 $292K
Echo45 Advisors LLC 0.16% No change 677 $291K
Legacy Financial Independent Advisors LLC 0.15% — 677 $291K
Whelan Financial 0.09% No change 677 $291K
Vawter Financial, Ltd. 0.12% Reduce -8.8% 675 $290K
Oberweis Asset Management Inc./ 0.01% No change 675 $290K
Sterling Capital Management LLC 0.01% Add +20.5% 675 $290K
Efficient Advisors, LLC 0.02% No change 675 $290K
Novare Capital Management LLC 0.02% Add +6.3% 673 $290K
Cedar Wealth Management, LLC 0.08% Reduce -3.2% 673 $290K
Dougherty & Associates, LLC 0.27% No change 672 $289K
Heck Capital Advisors, LLC 0.02% New 670 $288K
Taylor Securities Services, Inc. 0.13% Reduce -6.4% 670 $288K
Claris Financial LLC 0.16% Add +3.1% 667 $287K
Hughes Financial Services, LLC 0.04% No change 667 $287K
Select Asset Management & Trust 0.09% No change 666 $287K
TSA Wealth Managment LLC 0.09% Add +17.7% 666 $287K
Monetary Solutions, Ltd 0.28% No change 663 $285K
Miller Global Investments, LLC 0.26% No change 663 $285K
ODonnell Financial Services, LLC 0.10% No change 663 $285K
Cooper/Haims Advisors, LLC 0.13% Add +2.3% 662 $285K
Opal Wealth Advisors, LLC 0.06% Reduce -0.9% 662 $285K
Argyle Capital Partners, LLC 0.20% Reduce -36.6% 660 $284K
Slocum, Gordon & Co LLP 0.19% Add +4.4% 658 $283K
Abound Wealth Management 0.06% Add +295.2% 656 $282K
Juno Financial Group LLC 0.11% Add +3.1% 656 $282K
BCR Wealth Strategies, LLC 0.09% No change 656 $282K
William Mack & Associates, Inc. 0.16% Reduce -13.8% 655 $282K
Abbot Financial Management, Inc. 0.12% No change 655 $282K
Wealth Group Ltd 0.06% No change 654 $281K
Aegis Wealth Management, Inc. 0.22% Add +11.8% 653 $281K
Operose Advisors LLC 0.07% No change 653 $281K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +0.6% 651 $280K
WealthTrust Axiom LLC 0.07% No change 650 $280K
Keyes, Stange & Wooten Wealth Management, LLC 0.12% New 650 $280K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.09% Reduce -85.7% 650 $280K
IAG Wealth Partners, LLC 0.03% Reduce -8.3% 649 $279K
Tranquility Partners, LLC 0.11% Reduce -2.9% 648 $279K
Charter Oak Capital Management, LLC 0.02% No change 648 $279K
Putney Financial Group LLC 0.28% No change 647 $278K
Waddell & Associates, LLC 0.02% Reduce -11.0% 647 $278K
Canandaigua National Corp. 0.02% — 646 $278K
Crusonia Wealth Advisors LLC 0.06% Add +5.4% 644 $277K
Wealth Management Strategies, Inc. 0.13% No change 643 $277K
WoodTrust Financial Corp 0.04% Add +24.2% 642 $276K
Brasada Capital Management, LP 0.05% No change 644 $275K
Washburn Capital Management, Inc. 0.16% Add +19.6% 640 $275K
Fingerlakes Wealth Management, Inc. 0.18% Add +13.1% 639 $275K
Diversify Advisory Services, LLC 0.04% Reduce -99.7% 658 $275K
BCS Wealth Management 0.06% Reduce -44.3% 637 $274K
Donaldson Capital Management, LLC 0.01% Reduce -28.6% 636 $274K
BankPlus Trust Department 0.07% Reduce -6.3% 635 $273K
Oakum Bay Capital LLC 0.15% Add +1278.3% 634 $273K
Lake Street Private Wealth, LLC 0.03% Reduce -14.1% 634 $273K
Beacon Bank & Trust 0.06% Reduce -13.6% 634 $273K
AA Financial Advisors, LLC 0.04% Reduce -4.2% 633 $272K
Peak Financial Management, Inc. 0.07% Reduce -43.0% 631 $272K
Wills Financial Group LLC 0.10% No change 627 $270K
Nautilus Advisors LLC 0.18% New 626 $269K
Royal Capital Wealth Management, LLC 0.17% Reduce -11.5% 626 $269K
Ketron Financial 0.10% Add +11.8% 625 $269K
Greenwood Capital Associates LLC 0.03% Add +6.9% 623 $268K
Alpha Zero LLC 0.14% Reduce -2.5% 621 $267K
Patton Albertson Miller Group, LLC 0.03% Add +6.0% 620 $267K
Tru Independence Asset Management 2, LLC 0.16% No change 619 $266K
Byrne Financial Freedom, LLC 0.13% No change 619 $266K
Mosaic Financial Group, LLC 0.19% New 618 $266K
Investor's Fiduciary Advisor Network, LLC 0.08% Add +9.7% 620 $266K
Gryphon Financial Partners LLC 0.03% Reduce -81.3% 618 $266K
Triton Wealth Management, PLLC 0.10% No change 606 $266K
Retirement Planning Group, LLC / NY 0.17% New 616 $265K
Elevation Wealth Management LLC 0.24% Add +18.3% 615 $265K
Atlas Wealth LLC 0.11% No change 615 $265K
Cora Capital Advisors LLC 0.09% New 615 $265K
LifePlan Financial, LLC 0.19% No change 613 $264K
Northern Capital Management, Inc. 0.13% Reduce -11.7% 612 $263K
Colony Family Offices, LLC 0.06% Reduce -7.3% 612 $263K
Waycross Investment Management Co 0.25% Reduce -9.6% 611 $263K
Contravisory Investment Management, Inc. 0.05% Reduce -5.4% 609 $262K
Revolve Wealth Partners, LLC 0.03% No change 609 $262K
Boston Common Asset Management, LLC 0.02% No change 609 $262K
Performance Wealth Partners, LLC 0.01% New 609 $262K
Smith Salley Wealth Management 0.01% Reduce -3.2% 606 $261K
Castle Wealth Management LLC 0.08% Reduce -67.5% 605 $260K
Team Hewins, LLC 0.08% Reduce -3.4% 603 $259K
Oak Harvest Investment Services 0.03% Reduce -12.1% 603 $259K
Field & Main Bank 0.08% Add +15.4% 601 $259K
Infrastructure Capital Advisors, LLC 0.04% New 601 $259K
Western Pacific Wealth Management, LP 0.26% No change 600 $258K
Lagoda Investment Management, L.P. 0.16% Reduce -7.7% 600 $258K
General Partner, Inc. 0.16% No change 600 $258K
Lummis Asset Management, LP 0.15% No change 600 $258K
Reliant Wealth Planning 0.08% New 600 $258K
Trust Co. of Oklahoma 0.08% No change 600 $258K
Francis Financial, Inc. 0.05% New 600 $258K
Blueline Advisors LLC 0.20% Reduce -26.2% 599 $258K
LYNX Capital Group Ltd. 0.12% No change 599 $258K
Wealthquest Corp 0.02% Reduce -4.0% 599 $258K
Canandaigua National Trust Co of Florida 0.21% Reduce -2.5% 598 $257K
Foster & Motley Inc. 0.01% No change 597 $257K
Solutions 4 Wealth, Ltd 0.39% Reduce -32.7% 597 $257K
Resurgent Financial Advisors LLC 0.09% New 596 $256K
PCG Asset Management, LLC 0.20% Reduce -2.1% 595 $256K
Rock Point Advisors, LLC 0.07% No change 595 $256K
Laidlaw Wealth Management LLC 0.89% New 594 $256K
Stewardship Advisors, LLC 0.06% Reduce -4.5% 594 $256K
Kiker Wealth Management, LLC 0.12% New 594 $255K
Allium Financial Advisors, LLC 0.20% Reduce -9.3% 592 $255K
Paul R. Ried Financial Group, LLC 0.12% Reduce -8.1% 592 $255K
LCM Capital Management Inc 0.13% Add +1.4% 589 $253K
360 Financial, Inc. 0.08% Add +1.4% 589 $253K
LifePlan Investment Advisors, Inc. 0.10% No change 587 $253K
Sage Financial Management Group, Inc. 0.08% No change 587 $253K
Everhart Financial Group, Inc. 0.02% New 587 $253K
OakTrust Wealth Advisors, LLC 0.23% No change 586 $252K
SFE Investment Counsel 0.04% Add +4.5% 585 $252K
Lincoln Capital LLC 0.05% No change 585 $252K
Payne Capital Management, LLC 0.08% Reduce -16.1% 585 $252K
Investors Asset Management of Georgia Inc. /Ga/ 0.10% No change 584 $251K
Hamilton Capital, LLC 0.01% No change 582 $250K
Pachira Investments Inc. 0.12% Reduce -15.1% 581 $250K
Wagner Wealth Management, LLC 0.05% Add +7.8% 581 $250K
Pacifica Partners Inc. 0.08% Reduce -0.8% 580 $250K
Truvestments Capital LLC 0.04% Add +42.9% 580 $250K
E6 Portfolios, LLC 0.26% Add +4.1% 579 $249K
Cobblestone Asset Management LLC 0.11% No change 579 $249K
Sanchez Wealth Management Group 0.05% Add +9.5% 578 $249K
Rockline Wealth Management, LLC 0.05% No change 577 $248K
Napier Financial, LLC 0.06% New 576 $248K
QRG Capital Management, Inc. 0.00% New 576 $248K
PMG Wealth Management, Inc. 0.18% Reduce -25.1% 575 $247K
Lakeridge Wealth Management LLC 0.11% No change 574 $247K
Ethic Inc. 0.00% New 573 $247K
Foundry Financial Group, Inc. 0.12% Reduce -0.9% 572 $246K
Carmel Capital Partners, LLC 0.09% New 570 $245K
Prasad Wealth Partners, LLC 0.07% No change 568 $244K
Purpose Unlimited Inc. 0.01% Reduce -35.3% 568 $244K
Global Wealth Management Investment Advisory, Inc. 0.04% Reduce -1.9% 568 $244K
Concord Wealth Partners 0.03% Reduce -3.9% 567 $244K
Bank Hapoalim BM 0.04% Add +5.4% 567 $244K
Rooted Wealth Advisors, Inc. 0.06% Reduce -0.2% 551 $244K
Steffes Financial, Ltd. 0.13% New 566 $244K
WFA of San Diego, LLC 0.20% Reduce -5.8% 565 $243K
LFG Wealth Partners, LLC 0.15% New 565 $243K
Vann Equity Management LLC 0.17% — 562 $242K
Millstone Evans Group, LLC 0.14% No change 560 $241K
Mackenzie Financial Corp. 0.00% Reduce -99.5% 560 $241K
Axim Planning & Wealth 0.29% New 558 $240K
Aspen Wealth Strategies, LLC 0.13% Add +1.3% 558 $240K
Silver Oak Advisory Group, Inc. 0.10% Reduce -3.1% 559 $240K
Seven Mile Advisory 0.17% No change 557 $240K
Financial Alternatives, Inc 0.13% No change 556 $239K
Premier Private Wealth Management LLC 0.25% Reduce -1.1% 556 $239K
Cherry Creek Investment Advisors, Inc. 0.10% No change 554 $238K
HT Partners LLC 0.07% No change 554 $238K
RW Investment Management LLC 0.02% — 554 $238K
Brio Consultants, LLC 0.03% New 570 $238K
Tufton Capital Management 0.04% No change 555 $238K
Precedent Wealth Partners, LLC 0.05% Reduce -0.9% 551 $237K
3EDGE Asset Management, LP 0.01% Reduce -25.0% 550 $237K
Compass Capital Corp. /Ma/ 0.08% Reduce -5.0% 547 $237K
Journey Beyond Wealth, LLC 0.20% Reduce -0.4% 550 $237K
Ironsides Asset Advisors, LLC 0.06% Reduce -45.0% 550 $237K
Redstone Wealth Management, LLC 0.19% No change 547 $235K
Lakeshore Financial Planning, Inc. 0.09% No change 547 $235K
Piscataqua Savings Bank 0.16% Add +0.2% 545 $235K
Ervin Investment Management, LLC 0.14% No change 543 $234K
Bonfire Financial 0.17% No change 539 $232K
Shira Ridge Wealth Management 0.09% Reduce -0.9% 539 $232K
Axis Wealth Partners, LLC 0.12% New 537 $231K
West Branch Capital LLC 0.06% Reduce -4.5% 537 $231K
TCV Trust & Wealth Management, Inc. 0.02% Add +2.9% 537 $231K
Commerce Advisors, LLC 0.19% — 536 $231K
Blue Jean Financial LLC 0.19% No change 534 $230K
GatePass Capital, LLC 0.11% Reduce -41.4% 534 $230K
PFC Capital Group, Inc. 0.10% New 534 $229K
Councilor Wealth, LLC 0.11% Reduce -2.2% 532 $229K
Vision Retirement, LLC 0.07% Reduce -84.8% 532 $229K
Syntegra Private Wealth Group, LLC 0.02% Reduce -3.5% 532 $229K
Sunburst Financial Group, LLC 0.04% New 531 $228K
Ferguson Shapiro LLC 0.07% Reduce -20.3% 530 $228K
Chilton Investment Co. Inc. 0.01% Reduce -90.8% 530 $228K
Windsor Advisory Group, LLC 0.19% New 528 $227K
Catalina Capital Group, LLC 0.14% New 528 $227K
Strategic Investment Advisors / MI 0.02% New 528 $227K
Perryman Financial Advisory Inc. 0.03% No change 527 $227K
First National Bank & Trust Co. of Newtown 0.05% New 527 $227K
St Germain D J Co. Inc. 0.01% No change 526 $226K
Smallwood Wealth Investment Management, LLC 0.12% No change 525 $226K
ForthRight Wealth Management, LLC 0.06% Reduce -2.4% 524 $225K
American Alpha Advisors, LLC 0.13% New 523 $225K
Serenity Investment Advisors 0.11% Reduce -9.5% 543 $225K
Integrity Advisory Solutions, LLC 0.03% New 520 $224K
Anfield Capital Management, LLC 0.06% Add +118.1% 519 $223K
Oxford Wealth Group, LLC 0.12% New 518 $223K
Meritas Wealth Management, LLC 0.10% No change 518 $223K
Thrive Capital Management, LLC 0.05% New 518 $223K
Boyer Financial Services, Inc. 0.24% Reduce -0.6% 517 $222K
Entruity Wealth, LLC 0.15% No change 516 $222K
Washington Growth Strategies LLC 0.15% No change 516 $222K
Brown Wealth Management, LLC 0.06% Add +1.0% 516 $222K
J. Derek Lewis & Associates Inc. 0.05% New 516 $222K
American National Bank & Trust 0.02% Reduce -4.6% 516 $222K
IFS Group,LLC 0.20% — 515 $222K
Cahill Financial Advisors Inc. 0.02% New 517 $221K
Spinnaker Investment Group, LLC 0.04% Reduce -10.5% 513 $221K
Burton Enright Welch 0.03% Reduce -15.9% 513 $221K
Breakwater Capital Group 0.03% Add +1.6% 513 $221K
Silicon Valley Capital Partners 0.02% Add +6.2% 512 $220K
Miller Financial Services LLC 0.24% New 511 $220K
Cape Ann Savings Bank 0.11% No change 510 $219K
Keystone Wealth Services, LLC 0.05% Reduce -54.8% 510 $219K
Am Investment Strategies LLC 0.05% No change 510 $219K
Signet Financial Management, LLC 0.02% New 508 $219K
QTR Family Wealth, LLC 0.09% Reduce -1.4% 490 $218K
Absolute Capital Management, LLC 0.07% Reduce -4.0% 505 $217K
Treasure Coast Financial Planning 0.11% No change 505 $217K
Presper Financial Architects, LLC 0.13% New 502 $216K
Kuhn & Co Investment Counsel 0.14% New 500 $215K
KRS Capital Management, LLC 0.13% New 500 $215K
Robinson Value Management, Ltd. 0.12% Reduce -96.1% 500 $215K
Charter Capital Management, LLC\DE 0.11% New 500 $215K
Miller Capital Partners, Inc. 0.10% No change 500 $215K
Pilgrim Partners Asia Pte Ltd 0.09% Reduce -9.1% 500 $215K
Meridian Management Co. 0.05% New 500 $215K
Hurlow Wealth Management Group, Inc. 0.05% New 500 $215K
Berkeley Capital Partners, LLC 0.05% New 500 $215K
Hikari Tsushin, Inc. 0.01% No change 500 $215K
Lowe Brockenbrough & Co. Inc. 0.01% New 500 $215K
Peoples Financial Services Corp. 0.10% No change 500 $215K
Ascension Capital Advisors, Inc. 0.07% New 499 $215K
Evermay Wealth Management LLC 0.02% Reduce -9.4% 498 $214K
Secured Retirement Advisors, LLC 0.12% Reduce -17.8% 495 $213K
Jim Saulnier & Associates, LLC 0.10% New 494 $213K
Morton Brown Family Wealth, LLC 0.06% No change 493 $212K
Prevail Innovative Wealth Advisors, LLC 0.04% New 493 $212K
Pinion Investment Advisors, LLC 0.05% New 492 $212K
Legacy Private Trust Co. 0.01% New 491 $211K
Vident Advisory, LLC 0.00% Reduce -11.4% 491 $211K
Cornerstone Capital, Inc. 0.02% Reduce -69.2% 490 $211K
SeaBridge Investment Advisors LLC 0.04% New 489 $210K
Old Second National Bank of Aurora 0.04% No change 489 $210K
Birch Capital Management, LLC 0.11% Reduce -8.8% 488 $210K
Planned Solutions, Inc. 0.07% New 488 $210K
Financial Life Planners 0.16% New 487 $210K
CVFG LLC 0.03% New 487 $210K
Trueblood Wealth Management, LLC 0.08% New 487 $210K
Vision Financial Markets LLC 0.20% Add +13.0% 486 $209K
Seneschal Advisors, LLC 0.16% Reduce -12.6% 486 $209K
Hutchinson Capital Management 0.04% New 485 $209K
McGowan Group Asset Management, Inc. 0.03% Reduce -8.3% 485 $209K
LJI Wealth Management, LLC 0.03% New 484 $208K
Madison Park Capital Advisors, LLC 0.16% New 483 $208K
ATLas Financial Planning LLC 0.19% New 482 $207K
Guardian Partners Inc. 0.02% Reduce -88.8% 479 $207K
Advocate Group LLC 0.03% New 480 $207K
Kropog Financial Group, LLC 0.17% New 479 $206K
Brooks, Moore & Associates, Inc. 0.10% Reduce -13.5% 479 $206K
Planning Alternatives Ltd. 0.03% New 479 $206K
Fortitude Financial, LLC 0.11% New 478 $206K
Elevation Wealth Partners, LLC 0.07% Reduce -9.5% 478 $206K
Clear Trail Advisors, LLC 0.03% New 478 $206K
CacheTech Inc. 0.04% New 477 $205K
SkyView Investment Advisors, LLC 0.03% New 476 $205K
Willow Financial LLC 0.21% New 476 $205K
Bullock Wealth Management Group 0.10% No change 467 $204K
Cushing Capital Partners, LLC 0.16% Reduce -60.7% 475 $204K
Presilium Private Wealth, LLC 0.04% New 475 $204K
Muirfield Wealth Advisors LLC 0.15% New 472 $203K
Gibraltar Capital Management, Inc. 0.04% New 472 $203K
Hofer & Associates. Inc 0.11% New 471 $203K
American State Bank (Iowa) 0.10% Reduce -48.7% 471 $203K
Garrison Point Advisors, LLC 0.09% New 471 $203K
Warren Street Wealth Advisors, LLC 0.05% New 471 $203K
Affinity Capital Advisors, LLC 0.03% New 471 $203K
Wallace Advisory Group, LLC 0.22% New 470 $202K
Topsail Wealth Management, LLC 0.03% New 470 $202K
Fusion Capital, LLC 0.05% Reduce -15.5% 469 $202K
Prospect Financial Services LLC 0.12% Reduce -13.8% 469 $202K
Connors Investor Services Inc. 0.02% New 468 $201K
MidAtlantic Capital Management, Inc. 0.14% Reduce -0.4% 465 $200K
Mustard Seed Financial, LLC 0.12% New 465 $200K
Park Square Financial Group, LLC 1.51% Reduce -75.5% 462 $199K
New England Capital Financial Advisors LLC 0.05% No change 458 $197K
MilWealth Group LLC 0.05% No change 456 $196K
Cutler Capital Management, LLC 0.07% No change 456 $196K
SOA Wealth Advisors, LLC. 0.04% Reduce -0.2% 454 $195K
Holos Integrated Wealth LLC 0.10% Add +45.0% 451 $195K
Bangor Savings Bank 0.02% Reduce -11.7% 451 $194K
MV Capital Management, Inc. 0.02% Reduce -56.6% 450 $194K
Cedar Mountain Advisors, LLC 0.04% Add +8.3% 442 $190K
Cheviot Value Management, LLC 0.02% No change 434 $187K
Gilpin Wealth Management, LLC 0.15% No change 431 $185K
Trinity Wealth Management, LLC 0.07% New 430 $185K
Tradewinds Capital Management, LLC 0.04% No change 430 $185K
Cary Street Partners Investment Advisory LLC 0.05% Reduce -8.6% 427 $184K
Howard Capital Management Group, LLC 0.01% Reduce -7.7% 422 $182K
Acropolis Investment Management, LLC 0.01% New 411 $177K
Wealth Preservation Advisors, LLC 0.15% Reduce -77.0% 407 $175K
Cherry Tree Wealth Management, LLC 0.04% Reduce -2.7% 399 $172K
Sittner & Nelson, LLC 0.06% No change 394 $170K
TD Capital Management LLC 0.02% No change 394 $170K
POM Investment Strategies, LLC 0.21% Add +0.3% 393 $169K
Triumph Capital Management 0.03% Reduce -6.0% 393 $169K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1041.2% 388 $167K
High Point Wealth Management, LLC 0.16% Add +39.9% 386 $166K
Zions Bancorporation, National Association 0.01% Reduce -73.7% 386 $166K
GoalVest Advisory LLC 0.03% Add +26.3% 384 $165K
Roxbury Financial LLC 0.15% Add +29.1% 382 $164K
Creative Capital Management Investments LLC 0.05% Add +40.1% 381 $164K
Community Financial Services Group, LLC 0.03% New 366 $160K
Tripletail Wealth Management, LLC 0.21% Add +7.4% 362 $155K
Founders Capital Management 0.08% No change 360 $155K
Chung Wu Investment Group, LLC 0.13% No change 358 $154K
Optiver Holding B.V. 0.01% No change 358 $154K
Burkett Financial Services, LLC 0.05% No change 356 $153K
McMillan Office, Inc. 0.02% No change 350 $151K
Addison Advisors LLC 0.03% No change 338 $145K
Obsidian Cio, LLC 0.13% Add +4.3% 337 $145K
Costello Asset Management, INC 0.05% Add +12.8% 335 $144K
Pioneer Family Office, LLC 0.10% No change 333 $143K
Brown, Lisle/Cummings, Inc. 0.04% Add +13.8% 331 $142K
IFG Advisory, LLC 0.40% Reduce -98.5% 328 $141K
Godsey & Gibb, Inc. 0.01% No change 322 $139K
True Wealth Design, LLC 0.04% Add +466.1% 317 $136K
CGC Financial Services, LLC 0.04% Reduce -70.8% 306 $132K
Crews Bank & Trust 0.02% Add +3.1% 302 $130K
Tacita Capital Inc 0.08% No change 300 $129K
Kentucky Trust Co 0.07% Add +3.5% 295 $127K
Johnson Financial Group, Inc. 0.00% Reduce -30.7% 293 $126K
Proffitt & Goodson Inc. 0.02% No change 290 $125K
Frazier Financial Advisors, LLC 0.07% Add +37.8% 288 $124K
Toth Financial Advisory Corp. 0.01% No change 286 $123K
Mowery & Schoenfeld Wealth Management, LLC 0.18% No change 275 $118K
SIMA Wealth Partners, LLC 0.09% No change 273 $117K
Entrust Financial LLC 0.08% Reduce -2.5% 270 $116K
CDKV Holdings LLC 0.10% No change 265 $114K
Key Capital Management, INC 0.08% Reduce -58.9% 265 $114K
Bell Investment Advisors, Inc 0.02% No change 265 $114K
Acumen Wealth Advisors, LLC 0.03% Add +5.2% 263 $113K
RMG Wealth Management LLC 0.01% No change 256 $111K
Richard W. Paul & Associates, LLC 0.04% Reduce -15.2% 252 $108K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $108K
Summer Road LLC 0.08% Add +11.1% 250 $108K
Front Row Advisors LLC 0.04% Add +22.5% 245 $105K
Halbert Hargrove Global Advisors, LLC 0.01% No change 242 $104K
TFC Financial Management, Inc. 0.01% Reduce -24.7% 241 $104K
Davis Capital Management 0.07% No change 234 $101K
REAP Financial Group, LLC 0.02% Add +64.3% 230 $99K
Pension & Wealth Management Advisors, Inc. 0.03% Add +1.8% 229 $99K
Team Financial Group, LLC 0.04% Add +60.3% 226 $97K
Retiremitten Financial LLC 0.05% — 223 $96K
Strive Financial Group ,LLC 0.05% Reduce -1.4% 219 $94K
Hilton Head Capital Partners, LLC 0.05% Add +3.3% 217 $93K
Valley Wealth Managers, Inc. 0.01% Reduce -61.1% 211 $91K
Hager Investment Management Services, LLC 0.05% No change 211 $91K
Peterson Wealth Management 0.05% New 205 $88K
Burk Holdings LLC 0.04% New 205 $88K
Luken Investment Analytics, LLC 0.03% No change 205 $88K
LGT Financial Advisors LLC 0.44% New 199 $86K
Imprint Wealth LLC 0.39% Add +36.3% 199 $86K
Godfrey Financial Associates, Inc. 0.07% Add +11.2% 199 $86K
Abound Financial, LLC 0.04% No change 195 $84K
Elevated Capital Advisors, LLC 0.02% Add +2.1% 195 $84K
Trask Adam Roland 0.08% — 193 $83K
Vanguard National Trust Co 0.01% — 188 $81K
CNB Bank 0.03% Add +133.8% 187 $80K
Trust Co 0.01% Add +333.3% 182 $78K
Roble, Belko & Company, Inc 0.01% No change 177 $76K
JDM Financial Group LLC 0.03% No change 171 $74K
Advantage Trust Co 0.03% No change 170 $73K
Caldwell Sutter Capital, Inc. 0.03% Reduce -8.7% 169 $73K
Murphy & Mullick Capital Management Corp 0.05% Add +13.6% 167 $72K
Mosley Wealth Management 0.03% New 200 $71K
Gill Capital Partners, LLC 0.02% New 165 $71K
Keystone Financial Group, Inc. 0.04% Add +0.6% 164 $71K
Nvest Wealth Strategies, Inc. 0.05% Add +14.8% 155 $67K
Aventus Investment Advisors, Inc. 0.06% Add +1.3% 152 $65K
GW&K Investment Management, LLC 0.00% New 152 $65K
Basepoint Wealth LLC 0.04% No change 150 $65K
Mb, Levis & Associates, LLC 0.03% No change 150 $65K
Legend Capital Advisors LLC 0.04% New 150 $65K
Chapman Financial Group, LLC 0.05% Add +72.9% 147 $63K
PayPay Securities Corp 2.16% Reduce -70.6% 142 $62K
Kilter Group LLC 0.03% Reduce -0.7% 144 $62K
Security National Bank 0.01% No change 137 $59K
Southern Michigan Bank & Trust 0.02% — 133 $57K
United Community Bank 0.02% Reduce -39.3% 133 $57K
Ballast Advisors LLC 0.02% New 133 $57K
Capital & Planning, LLC 0.03% New 130 $56K
Decker Retirement Planning Inc. 0.03% Add +0.8% 130 $56K
Ares Financial Consulting, LLC 0.04% No change 120 $53K
DecisionPoint Financial, LLC 0.01% Add +3.4% 121 $52K
First PREMIER Bank 0.01% No change 120 $52K
Magnolia Wealth Management, LLC 0.03% New 120 $52K
DHJJ Financial Advisors, Ltd. 0.02% No change 113 $49K
2UniFi Bank 0.02% Add +21.7% 112 $48K
Steigerwald, Gordon & Koch Inc. 0.00% No change 112 $48K
Coston, McIsaac & Partners 0.01% Reduce -91.2% 113 $48K
West Financial Advisors, LLC 0.01% New 111 $48K
Fortitude Family Office, LLC 0.01% Reduce -27.3% 109 $47K
Meramec Financial Planners, LLC 0.02% No change 104 $46K
Bernard Wealth Management Corp. 0.02% Add +49.3% 106 $46K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 105 $45K
Islay Capital Management, LLC 0.02% Add +1.0% 101 $43K
Aspiring Ventures, LLC 0.01% New 101 $43K
Three Bearings Fiduciary Advisors, Inc. 0.04% No change 100 $43K
Bayban 0.04% Reduce -45.0% 100 $43K
Legacies Wealth LLC 0.03% No change 100 $43K
Asset Management One Co., Ltd. 0.00% No change 100 $43K
Prosperity Bancshares Inc 0.03% No change 99 $43K
SWAN Capital LLC 0.01% Add +830.0% 93 $40K
Wilkerson Advisory Group LLC 0.01% Reduce -1.1% 91 $39K
BOCHK Asset Management Ltd 0.01% New 90 $39K
RHL Group, LLC 0.03% Add +282.6% 88 $38K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 87 $37K
Networth Advisors, LLC 0.03% Add +1.2% 86 $37K
Sunrise Financial Services, LLC 0.03% Add +4.9% 85 $37K
True Link Financial Advisors, LLC 0.00% New 85 $37K
Volterra Technologies LP 0.03% New 83 $36K
Wall Street Financial Group, Inc. 0.02% New 82 $35K
Signature Resources Capital Management, LLC 0.02% Add +9.3% 82 $35K
4Thought Financial Group Inc. 0.02% No change 82 $35K
Longview Financial Advisors, Inc. 0.02% New 81 $35K
Ascentis Wealth Management, LLC 0.01% No change 81 $35K
Investors Research Corp 0.01% Reduce -93.6% 78 $34K
Game Plan Financial Advisors, LLC 0.01% Reduce -91.0% 73 $31K
Parvin Asset Management, LLC 0.02% New 72 $31K
Private Wealth Management Group, LLC 0.01% New 70 $30K
Eukles Asset Management 0.01% No change 67 $29K
Pflug Koory, LLC 0.01% No change 65 $28K
Financial Avengers, Inc. 0.01% Reduce -13.3% 65 $28K
WPG Advisers, LLC 0.02% No change 64 $28K
Dogwood Wealth Management LLC 0.01% New 62 $27K
Summit Securities Group LLC 0.01% New 61 $26K
Lloyd Advisory Services, LLC. 0.01% Reduce -90.0% 61 $26K
Kingdom Financial Group LLC. 0.01% Reduce -66.5% 61 $26K
Gold Investment Management Ltd. 0.01% Reduce -38.8% 60 $26K
South Plains Financial, Inc. 0.01% No change 59 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 60 $25K
Thompson Investment Management, Inc. 0.00% No change 55 $24K
First Command Advisory Services, Inc. 0.00% Reduce -47.6% 55 $24K
Broadwater Capital Management LLC 0.02% No change 59 $23K
KERR FINANCIAL PLANNING Corp 0.02% No change 53 $22K
Wealth Science Advisors LLC 0.01% New 56 $22K
Alerus Financial NA 0.00% Reduce -7.3% 51 $22K
Sfam, LLC 0.02% No change 50 $22K
Acima Private Wealth, LLC 0.01% No change 50 $22K
Comprehensive Financial Planning, Inc. 0.01% No change 48 $21K
Maseco LLP 0.00% New 48 $21K
JPL Wealth Management, LLC 0.00% New 46 $20K
Twin Peaks Wealth Advisors, LLC 0.00% New 45 $19K
Intentional Wealth Strategies, LLC 0.02% — 43 $19K
TopTier Wealth Management, LLC 0.01% New 42 $18K
Pinney & Scofield, Inc. 0.01% No change 41 $18K
Central Pacific Bank - Trust Division 0.00% No change 39 $17K
Tower Research Capital LLC (TRC) 0.00% Add +311.1% 37 $16K
Valued Wealth Advisors LLC 0.01% No change 35 $15K
Milestone Investment Advisors LLC 0.00% No change 32 $14K
Atwood & Palmer Inc. 0.00% No change 31 $13K
Merrithew & Thorsten Inc 0.01% No change 31 $13K
My Portfolio Guide, LLC 0.01% — 30 $13K
LM Advisors LLC 0.07% Add +15.0% 5,402 $13K
Barnes Dennig Private Wealth Management LLC 0.01% No change 26 $11K
Sankala Group LLC 0.01% No change 25 $10K
IMG Wealth Management, Inc. 0.01% New 22 $9K
Graney & King, LLC 0.00% No change 20 $9K
Midwest Capital Advisors, LLC 0.00% No change 20 $9K
Global Wealth Strategies & Associates 0.00% No change 20 $9K
Rialto Wealth Management, LLC 0.00% No change 20 $9K
Financial Connections Group, Inc. 0.00% New 20 $8K
Inspire Investing, LLC 0.00% No change 18 $8K
IFS Advisors, LLC 0.00% No change 16 $7K
Transce3nd, LLC 0.06% Reduce -31.8% 15 $6K
Portus Wealth Advisors, LLC 0.01% New 14 $6K
Bellevue Asset Management, LLC 0.00% No change 12 $5K
NewSquare Capital LLC 0.00% New 11 $5K
Country Trust Bank 0.00% No change 10 $4K
Navigoe, LLC 0.00% Reduce -79.2% 10 $4K
Minot DeBlois Advisors LLC 0.00% No change 5 $2K
Harbor Asset Planning, Inc. 0.00% No change 5 $2K
Financial Gravity Asset Management, Inc. 0.00% Add +150.0% 5 $2K
Hillsdale Investment Management Inc. 0.00% No change 5 $2K
Ankerstar Wealth, LLC 0.00% Reduce -55.6% 4 $2K
Carolina Wealth Advisors, LLC 0.00% New 4 $2K
Russell Investments Group, Ltd. 0.00% Reduce -87.5% 3 $1K
HighMark Wealth Management LLC 0.00% No change 2 $860
Prudent Man Investment Management, Inc. 0.00% No change 1 $397
Cordant, Inc. 0.00% New 1 $83
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -35.2% 186,533 $0
FNY Investment Advisers, LLC 0.00% Reduce -96.9% 1 $0

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