SPDR Gold SharesGLDETF

13F holders, Q2 2026 (June 30)
3,041holders −133
105new positions
223sold out
11famous investors
$366.52avg. 13F price*

At the end of Q2 2026, 3,041 institutions reported holding SPDR Gold Shares (GLD) in their 13F filings, down 133 from Q1 2026. 105 opened new positions and 223 sold out. The largest holders were Bank of America Corp. ($4.1B), Morgan Stanley ($4.0B) and UBS Group AG ($2.6B). 11 famous investors held it, including Francois Rochon (0.8% of Giverny Capital's portfolio), David Einhorn (0.8% of Greenlight Capital (DME Capital Management)'s portfolio) and Paul Tudor Jones (0.4% of Tudor Investment Corporation's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions105$1.5B
Exits223$985.2M

All 13F filers, Q1 2026 → Q2 2026: 10,787,788 shares bought and 13,574,272 shares sold, net −2,786,484 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3,041 holders

Bank of America Corp. 0.26% Reduce -0.4% 11,018,304 $4.1B
Morgan Stanley 0.21% Reduce -1.5% 10,752,962 $4.0B
UBS Group AG 0.42% Add +7.8% 7,097,437 $2.6B
LPL Financial LLC 0.37% Reduce -5.5% 4,474,651 $1.6B
Wells Fargo & Company 0.22% Reduce -5.3% 3,417,622 $1.3B
BlackRock, Inc. 0.02% Add +101.7% 3,042,884 $1.1B
First Eagle Investment Management, LLC 1.51% Add +1.5% 2,491,623 $917.9M
Raymond James Financial Inc. 0.24% Reduce -0.6% 2,392,048 $881.2M
Royal Bank of Canada 0.14% Reduce -1.7% 2,171,042 $799.8M
Citigroup Inc. 0.37% Add +27.9% 2,128,786 $784.2M
JPMorgan Chase & Co. 0.04% Reduce -19.2% 1,967,394 $725.1M
Goldman Sachs Group Inc. 0.07% Reduce -14.7% 1,767,070 $651.0M
Barclays PLC 0.18% Reduce -21.9% 1,539,367 $567.1M
Ameriprise Financial Inc. 0.11% Reduce -0.4% 1,518,429 $562.0M
HighTower Advisors, LLC 0.50% Reduce -1.2% 1,409,760 $519.3M
Bank of Montreal 0.17% New 1,251,197 $460.9M
Envestnet Asset Management Inc. 0.10% Add +0.5% 1,169,683 $430.9M
BNP Paribas Financial Markets 0.22% Reduce -3.7% 1,150,921 $424.0M
Comprehensive Financial Management LLC 13.87% No change 1,147,529 $422.7M
Marino Management, LLC 84.92% No change 1,106,395 $407.6M
Rockefeller Capital Management L.P. 0.54% Add +2.7% 952,134 $350.7M
Osaic Holdings, Inc. 0.38% Add +6.0% 883,441 $325.5M
State Street Corp. 0.01% Reduce -11.9% 828,685 $305.3M
Cetera Investment Advisers 0.28% Reduce -3.1% 825,188 $304.0M
Commonwealth Equity Services, LLC 0.38% Reduce -3.7% 820,221 $302.2M
US Bancorp \de 0.33% Reduce -2.5% 810,023 $298.4M
Mizuho Bank, Ltd. 63.84% New 810,000 $298.4M
Northern Trust Corp. 0.03% Reduce -5.2% 786,926 $289.9M
PPSC Investment Service Corp 17.95% Reduce -1.2% 772,372 $284.5M
PNC Financial Services Group, Inc. 0.13% Add +0.5% 711,369 $262.1M
SG Americas Securities, LLC 0.15% Reduce -21.3% 694,893 $256.0M
Bank of Korea 6.44% New 679,765 $250.4M
Stifel Financial Corp. 0.20% Reduce -2.4% 663,904 $244.6M
Bracebridge Capital, LLC 50.75% Reduce -33.6% 633,450 $233.4M
Starr Indemnity & Liability Co 60.48% Add +1.9% 618,995 $228.0M
Sumitomo Mitsui Financial Group, Inc. 4.34% Add +4.7% 617,825 $227.6M
Banco Santander, S.A. 1.37% Add +16.9% 595,810 $219.5M
Cambridge Investment Research Advisors, Inc. 0.47% Reduce -2.0% 572,010 $210.7M
Truist Financial Corp. 0.23% Reduce -7.3% 532,405 $196.1M
Allen Investment Management, LLC 2.32% Add +6.6% 531,354 $195.7M
Orbis Allan Gray Ltd 0.63% Add +5.5% 499,941 $184.2M
Northwestern Mutual Wealth Management Co. 0.10% Reduce -0.8% 484,273 $178.4M
OpenArc Corporate Advisory, LLC 2.09% Add +10.2% 477,376 $175.9M
Bleichroeder LP 31.42% No change 475,000 $175.0M
WealthNavi Inc. 1.34% Reduce -10.2% 464,989 $171.3M
Sequoia Financial Advisors, LLC 0.84% Reduce -2.8% 456,249 $168.1M
Focus Partners Wealth 0.16% Reduce -3.8% 431,530 $159.0M
Virtu Financial LLC 5.01% New 431,046 $158.8M
Cerity Partners LLC 0.19% Reduce -1.4% 423,832 $156.1M
Mitsubishi UFJ Trust & Banking Corp 0.34% No change 421,700 $155.3M
Bradley Foster & Sargent Inc. 2.11% Add +0.1% 404,242 $148.9M
Proficio Capital Partners LLC 5.30% Reduce -3.6% 400,439 $147.5M
Arnhold LLC 10.13% No change 392,908 $144.7M
MML Investors Services, LLC 0.28% Add +9.5% 377,545 $139.1M
Cresset Asset Management, LLC 0.50% Add +19.3% 372,652 $137.3M
Corient Private Wealth LP 0.19% Reduce -0.9% 368,546 $135.8M
Kestra Advisory Services, LLC 0.44% Reduce -14.4% 366,268 $134.9M
Blair William & Co. 0.35% Reduce -6.2% 362,632 $133.6M
Steward Partners Investment Advisory, LLC 0.68% Reduce -42.0% 362,426 $133.5M
Prudential PLC 0.88% Add +1.3% 360,731 $133.0M
Mariner, LLC 0.14% Reduce -20.6% 354,993 $130.8M
W1M Asset Management Ltd 1.19% Add +7.5% 351,835 $129.6M
Susquehanna International Group, LLP 0.11% Reduce -53.0% 344,328 $126.8M
TD Waterhouse Canada Inc. 0.33% Add +10.4% 336,179 $124.7M
CI Investments Inc. 0.40% Add +19.1% 336,283 $123.9M
Jones Financial Companies LLLP 0.05% Add +9.7% 331,280 $123.8M
Quadrature Capital Ltd 1.06% Reduce -37.6% 335,242 $123.5M
Dynasty Wealth Management, LLC 0.90% Add +13.8% 327,060 $120.5M
Stenham Asset Management Ltd 84.85% Reduce -1.0% 321,659 $118.5M
Atria Investments, Inc 1.17% Add +17.9% 316,251 $116.5M
Elevation Point Wealth Partners, LLC 2.02% Reduce -3.8% 295,275 $108.8M
Fifth Third Bancorp 0.17% Reduce -4.1% 286,290 $105.5M
NewEdge Advisors, LLC 0.31% Add +3.0% 279,250 $102.9M
Rockland Trust Co. 3.89% Reduce -2.0% 269,394 $99.2M
TD Asset Management Inc 0.09% Reduce -39.4% 269,104 $99.1M
Cerity Partners OCIO LLC 5.01% Reduce -1.3% 268,796 $99.0M
Janney Montgomery Scott LLC 0.19% Reduce -3.1% 267,785 $98.6M
Tudor Investment Corporation 0.40% Reduce -2.5% 263,073 $96.9M
Erste Asset Management GmbH 0.75% Add +40.1% 262,000 $96.5M
Cibc World Market Inc. 0.16% Reduce -2.2% 258,883 $95.4M
True Freedom Investing, LLC 7.26% Reduce -1.5% 215,495 $92.7M
C V Starr & Co. Inc. 49.45% No change 251,400 $92.6M
Baird Financial Group, Inc. 0.13% Add +5.9% 250,120 $92.1M
Pinnacle Financial Partners, Inc. 0.63% Add +3.6% 250,022 $92.1M
Vestmark Advisory Solutions, Inc. 0.86% Reduce -14.0% 248,442 $91.5M
Brown Advisory Inc. 0.14% Reduce -2.3% 240,262 $88.5M
Private Advisor Group, LLC 0.40% Reduce -23.1% 237,481 $87.5M
Captrust Financial Advisors 0.13% Add +0.5% 234,993 $86.6M
Sanctuary Advisors, LLC 0.40% Add +7.4% 232,419 $85.6M
Itau Unibanco Holding S.A. 1.62% Reduce -11.9% 223,736 $82.4M
Creative Planning 0.05% Add +1.3% 220,588 $81.3M
Bank of New York Mellon Corp 0.01% Add +2.5% 217,600 $80.2M
Pinkerton Wealth, LLC 6.84% Reduce -3.2% 185,223 $79.7M
Texas Treasury Safekeeping Trust Co. 11.12% Add +107.7% 209,009 $77.0M
Briaud Financial Planning Inc 19.37% Add +0.8% 199,910 $73.6M
Bluespring Wealth Management, LLC 1.40% Add +5577.9% 197,193 $72.6M
Mesirow Financial Investment Management, Inc. 1.13% Reduce -3.4% 195,884 $72.2M
National Bank of Canada 0.06% Reduce -0.7% 193,409 $71.3M
Equitable Holdings, Inc. 0.42% Add +0.5% 192,698 $71.0M
First National Trust Co 2.41% Reduce -3.7% 192,322 $70.8M
BCM Advisors, LLC 13.71% Reduce -2.0% 189,286 $70.4M
FIL Ltd 0.05% Reduce -71.8% 187,919 $69.2M
Glenmede Trust Co. NA 0.30% Reduce -2.7% 187,232 $69.0M
Rathbones Group PLC 0.25% Reduce -0.5% 186,651 $68.8M
AlTi Global, Inc. 1.41% Reduce -48.5% 185,703 $68.4M
Children's Medical Center Corp 100.00% No change 185,220 $68.2M
PEAK6 LLC 1.59% Reduce -43.4% 176,820 $65.1M
AQR Capital Management 0.02% Add +10.6% 176,806 $65.1M
Rock Creek Group LLC 6.54% Add +10.1% 193,685 $65.0M
Mercer Global Advisors Inc. 0.08% Reduce -0.7% 174,567 $64.3M
HSBC Holdings PLC 0.03% Add +28.1% 173,839 $64.2M
Wealth Enhancement Advisory Services, LLC 0.11% Reduce -8.5% 170,759 $63.0M
Hancock Whitney Corp. 1.04% Add +0.7% 169,864 $62.6M
Factory Mutual Insurance Co. 0.58% No change 168,500 $62.1M
Foundations Investment Advisors, LLC 0.63% Reduce -16.9% 166,480 $61.3M
Dimension Capital Management LLC 7.06% Add +0.6% 163,287 $60.2M
Beacon Pointe Advisors, LLC 0.28% Add +7.1% 162,159 $59.7M
Pictet North America Advisors SA 5.07% Add +0.5% 156,679 $57.5M
Oakworth Capital, Inc. 2.73% Add +14.2% 155,287 $57.3M
Neuberger Berman Group LLC 0.04% Reduce -0.2% 153,281 $56.5M
Spider Management Company, LLC 14.04% Add +13.3% 151,799 $55.9M
Moody LYNN Lieberson & Walker, LLC 2.91% Reduce -13.5% 149,771 $55.2M
GLOBALT Investments LLC / GA 1.82% Reduce -0.9% 146,532 $54.0M
Perigon Wealth Management, LLC 0.85% Add +20.4% 145,838 $53.7M
&partners 0.22% Add +1.0% 144,903 $53.4M
Rice Partnership, LLC 6.46% Add +1.1% 144,451 $53.2M
Evelyn Partners Group Ltd 0.92% — 144,360 $53.2M
Northside Capital Management, LLC 4.31% Add +0.4% 143,038 $52.7M
Staley Capital Advisers Inc. 2.05% Reduce -1.5% 142,865 $52.6M
Integrated Wealth Concepts LLC 0.34% Add +9.3% 142,511 $52.5M
Brookstone Capital Management 0.51% Reduce -2.6% 138,521 $51.0M
Concurrent Investment Advisors, LLC 0.44% Reduce -44.1% 138,305 $50.9M
Insigneo Advisory Services, LLC 1.84% Add +52.4% 133,182 $49.1M
Alamea Verwaltungs GmbH 38.56% No change 131,069 $48.3M
Payden & Rygel 3.70% Add +1.3% 131,000 $48.3M
Bleakley Financial Group, LLC 0.60% Reduce -0.7% 127,520 $47.0M
Envestnet Portfolio Solutions, Inc. 0.22% Add +15.3% 126,963 $46.8M
Jane Street Group, LLC 0.03% Reduce -73.4% 125,742 $46.3M
Ieq Capital, LLC 0.21% Reduce -11.0% 122,053 $45.0M
Thrivent Financial for Lutherans 0.08% Add +2.7% 121,654 $44.8M
Scotia Capital Inc. 0.17% Reduce -47.3% 120,727 $44.5M
WS Management LLLP 5.23% No change 120,678 $44.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.28% Reduce -74.6% 119,549 $44.2M
M&T Bank Corp 0.13% Add +1.0% 117,681 $43.4M
MAI Capital Management 0.17% Add +111.0% 117,674 $43.3M
Richard C. Young & CO., LTD. 3.17% Reduce -1.9% 117,182 $43.2M
Keybank National Association 0.14% Reduce -3.4% 115,485 $42.5M
Curi Capital, LLC 0.66% Add +3.8% 114,940 $42.3M
Sapient Capital LLC 0.55% No change 113,086 $41.7M
Renaissance Technologies 0.06% Add +36.1% 113,040 $41.6M
Wealthfront Advisers LLC 0.08% Reduce -10.6% 112,615 $41.5M
Toronto Dominion Bank 0.07% Add +815.7% 111,093 $40.9M
Lazard Asset Management LLC 0.06% Add +2.7% 110,075 $40.5M
Capitolis Liquid Global Markets LLC 0.18% New 110,000 $40.5M
Tanglewood Wealth Management, Inc. 3.43% Reduce -13.2% 109,503 $40.3M
Public Employees Retirement System of Ohio 0.12% No change 108,800 $40.1M
Bailard, Inc. 0.80% Reduce -63.7% 107,198 $39.5M
Townsend & Associates, Inc 3.36% Add +1.4% 107,371 $39.5M
Union Bancaire Privee, UBP SA 0.43% Add +75.9% 107,498 $39.2M
Daiichi Life Insurance Co., Ltd. 0.91% New 106,138 $39.1M
Oppenheimer & Co. Inc. 0.42% Add +1.7% 105,618 $38.9M
Allworth Financial LP 0.16% Reduce -13.1% 104,378 $38.5M
Trilogy Capital Inc. 1.49% Add +11.5% 103,753 $38.2M
Commerce Bank 0.17% Reduce -0.1% 103,498 $38.1M
Pathstone Holdings, LLC 0.11% Add +14.2% 102,676 $37.8M
LMR Partners LLP 0.33% Add +60.0% 101,308 $37.3M
Vista Finance, LLC 20.84% Add +1.0% 101,202 $37.3M
Intrua Financial, LLC 3.51% Add +56.2% 100,661 $37.1M
Kestra Private Wealth Services, LLC 0.41% Reduce -3.8% 100,584 $37.1M
Corecam Pte. Ltd. 13.77% Add +2.7% 98,690 $36.4M
Prospera Financial Services Inc 0.53% Reduce -4.8% 98,406 $36.3M
Lido Advisors, LLC 0.13% Reduce -64.6% 98,136 $36.2M
Savant Capital, LLC 0.11% Add +267.1% 92,514 $35.8M
Portfolio Design Labs, LLC 5.81% Reduce -0.5% 96,184 $35.4M
Eurizon Asset Management Hungary Ltd. 37.67% Add +10.3% 96,044 $35.4M
AlphaCore Capital LLC 0.65% Add +39.3% 96,026 $35.4M
Federation des caisses Desjardins du Quebec 0.11% Add +21.6% 95,596 $35.2M
Benjamin Edwards Inc. 0.32% Add +0.6% 94,794 $34.9M
Chesley Taft & Associates LLC 1.34% Reduce -2.3% 93,673 $34.5M
Franklin Resources Inc. 0.01% Reduce -1.1% 93,439 $34.4M
Robertson Stephens Wealth Management, LLC 0.84% Add +33.3% 92,399 $34.0M
Ashton Thomas Private Wealth, LLC 0.71% Add +12.4% 92,391 $34.0M
Keel Point, LLC 2.00% Add +3.0% 92,078 $33.9M
Independent Advisor Alliance 0.79% Reduce -42.5% 91,032 $33.5M
AMG National Trust Bank 0.69% Reduce -7.1% 90,911 $33.5M
CWA Asset Management Group, LLC 1.02% Reduce -31.0% 90,238 $33.2M
MinichMacGregor Wealth Management, LLC 5.01% Add +9.4% 89,631 $33.0M
Advisory Services Network, LLC 0.37% Add +6.9% 88,131 $32.5M
Marex Group Ltd 0.24% Add +8.1% 86,897 $32.0M
D.A. Davidson & Co. 0.18% Reduce -6.7% 86,674 $31.9M
OVERSEA-CHINESE BANKING Corp Ltd 0.74% Reduce -56.0% 84,894 $31.3M
Baldwin Wealth Partners LLC 2.04% Reduce -1.5% 84,652 $31.2M
Greenlight Capital (DME Capital Management) 0.79% Reduce -16.3% 83,421 $30.7M
Bank of Nova Scotia 0.05% Reduce -5.2% 83,037 $30.6M
J.Safra Asset Management Corp 1.41% Add +10.8% 82,965 $30.6M
SCS Capital Management LLC 0.29% Reduce -0.1% 82,126 $30.3M
GTS Securities LLC 0.64% Add +751.4% 81,942 $30.2M
Sicart Associates LLC 7.30% Reduce -3.9% 80,898 $29.8M
EP Wealth Advisors, LLC 0.11% Add +47.8% 80,827 $29.8M
Farther Finance Advisors, LLC 0.23% Add +22.4% 80,658 $29.7M
Wellington Management Group LLP 0.01% Add +20.8% 80,567 $29.7M
S&co Inc. 1.72% No change 80,565 $29.7M
Alliancebernstein L.P. 0.01% Reduce -29.9% 68,940 $29.7M
HB Wealth Management, LLC 0.16% Add +15.3% 79,173 $29.2M
Ascent Group, LLC 0.87% Reduce -0.5% 78,986 $29.1M
Walser Wealth Management Company, A Ltd Liability Co 12.04% Reduce -24.4% 78,702 $29.0M
Essex Financial Services, Inc. 1.44% Reduce -1.5% 78,415 $28.9M
Guggenheim Capital LLC 0.18% Reduce -3.6% 77,184 $28.4M
Quantinno Capital Management LP 0.03% Add +35.2% 76,680 $28.2M
Simplex Trading, LLC 0.73% Reduce -66.8% 76,477 $28.2M
Bayshore Capital Advisors, LLC 12.92% Add +19.4% 75,138 $27.7M
Lee Financial Co 3.50% Reduce -0.1% 74,438 $27.4M
CIBC Bancorp USA Inc. 0.03% Add +45.1% 74,013 $27.3M
Independent Financial Group, LLC 0.51% Reduce -9.0% 73,460 $27.1M
Victory Capital Management Inc. 0.02% Reduce -26.5% 72,725 $26.8M
Credit Agricole S A 0.07% Reduce -28.9% 72,463 $26.7M
Evolution Wealth Advisors, LLC 3.10% Add +2.3% 71,878 $26.5M
Harbour Investments, Inc. 0.36% Add +6.8% 71,824 $26.5M
Hilltop Holdings Inc. 2.14% Reduce -3.6% 71,396 $26.3M
Consolidated Portfolio Review Corp 2.19% No change 71,225 $26.2M
Pine Ridge Advisers LLC 1.62% No change 71,225 $26.2M
Stratos Wealth Partners, LTD. 0.27% Reduce -6.1% 71,206 $26.2M
Evercore Wealth Management, LLC 0.37% Reduce -2.8% 70,320 $25.9M
ADAPT Investment Managers SA 5.86% Add +74.5% 70,240 $25.9M
Rothschild Capital Partners, LLC 5.57% Add +0.9% 70,179 $25.9M
Northcape Wealth Management, LLC 6.62% Reduce -1.0% 68,528 $25.2M
Temasek Holdings (Private) Ltd 0.07% New 68,500 $25.2M
Twin Focus Capital Partners, LLC 2.55% Add +0.4% 67,991 $25.0M
Giverny Capital 0.84% No change 3,876 $25.0M
Hollencrest Capital Management 1.64% Reduce -23.4% 67,927 $25.0M
Mader & Shannon Wealth Management, Inc. 11.68% Reduce -0.4% 67,886 $25.0M
EFG International AG 0.46% Add +156.6% 67,536 $24.9M
Argos Wealth Advisors, LLC 6.58% Add +0.5% 67,482 $24.9M
First Horizon Corp. 0.96% Reduce -0.2% 67,461 $24.9M
Clifford Swan Investment Counsel LLC 0.80% Reduce -2.1% 67,082 $24.7M
Waverly Advisors, LLC 0.14% Reduce -15.5% 65,940 $24.3M
Horizon Wealth Management, LLC 3.10% Add +2.0% 65,929 $24.3M
Private Wealth Advisors, LLC 7.22% Reduce -49.6% 65,631 $24.2M
SBI Securities Co., Ltd. 0.55% Reduce -12.0% 65,291 $24.1M
CENTRAL TRUST Co 0.43% Reduce -3.0% 64,636 $23.8M
Bulltick Wealth Management, LLC 4.80% Add +4.5% 63,893 $23.5M
Wealthspire Advisors, LLC 0.13% Add +48.0% 63,818 $23.5M
Omnia Family Wealth, LLC 6.25% Add +2.0% 63,271 $23.3M
Avalon Capital Management 5.52% Add +68.8% 63,245 $23.3M
Arkos Global Advisors 2.76% Reduce -0.6% 63,245 $23.3M
Arax Advisory Partners 0.15% Add +673.3% 63,213 $23.3M
Fifth Third Securities, Inc. 1.33% Reduce -7.8% 63,117 $23.3M
Shufro Rose & Co. LLC 1.32% Add +1.2% 62,443 $23.0M
OneDigital Investment Advisors LLC 0.19% Add +121.7% 62,125 $22.9M
Natixis 0.11% Add +169.0% 61,953 $22.8M
Summit Financial, LLC 0.25% Add +7.4% 61,895 $22.8M
SKY-Mountain Capital Management, Inc. 16.32% Add +1.8% 61,851 $22.8M
WNY Asset Management, LLC 2.03% Reduce -6.2% 61,454 $22.6M
Ethos Financial Group, LLC 1.50% Add +126.5% 60,766 $22.4M
Meridian Wealth Management, LLC 0.69% Reduce -29.2% 60,480 $22.3M
CoreCap Advisors, LLC 0.65% Add +52.8% 60,242 $22.2M
Tocqueville Asset Management L.P. 0.29% Reduce -1.1% 60,088 $22.1M
China Universal Asset Management Co., Ltd. 1.31% Reduce -22.7% 59,400 $21.9M
Csenge Advisory Group 0.88% Add +14.5% 58,947 $21.7M
Harvard Management Co. Inc. 0.51% Reduce -87.3% 58,862 $21.7M
AdvisorNet Financial, Inc 0.99% Reduce -2.6% 58,822 $21.7M
Mirae Asset Global Investments Co., Ltd. 0.04% Reduce -18.1% 57,937 $21.3M
Riggs Asset Managment Co. Inc. 3.80% Reduce -14.3% 57,829 $21.3M
Hudson Bay Capital Management LP 0.11% Add +393.1% 57,148 $21.1M
Mgo One Seven LLC 0.35% Add +4.8% 56,967 $21.0M
Global Retirement Partners, LLC 0.32% — 56,799 $20.9M
Impact Partnership Wealth, LLC 2.02% Add +4.7% 56,374 $20.8M
Vontobel Holding Ltd. 0.07% Add +1.0% 56,353 $20.8M
Greenwich Wealth Management LLC 0.76% Reduce -0.7% 56,252 $20.7M
Jump Financial, LLC 0.20% New 56,028 $20.6M
Fidelis Capital Partners, LLC 1.19% Reduce -0.4% 55,979 $20.6M
Knollwood Investment Advisory, LLC 1.82% No change 55,631 $20.5M
Schonfeld Strategic Advisors LLC 0.11% Add +17.2% 55,494 $20.4M
Belvedere Trading LLC 1.68% Reduce -30.0% 54,830 $20.2M
J.W. Cole Advisors, Inc. 0.35% Reduce -6.7% 54,577 $20.1M
Kingsview Wealth Management, LLC 0.24% Reduce -3.3% 54,020 $19.9M
Redhawk Wealth Advisors, Inc. 1.95% Reduce -50.9% 53,798 $19.8M
Centiva Capital, LP 0.67% New 53,789 $19.8M
Parallel Advisors, LLC 0.30% Reduce -1.3% 53,781 $19.8M
Bright Financial Advisors, Inc. 8.27% Reduce -3.1% 53,595 $19.7M
Strategic Wealth Investment Group, LLC 2.38% Add +10.6% 53,252 $19.6M
Dynamic Advisor Solutions LLC 0.55% Add +0.4% 52,636 $19.4M
Corecam AG 16.56% Add +3.3% 52,623 $19.4M
ARS Wealth Advisors Group, LLC 1.51% Reduce -2.7% 52,465 $19.3M
Assetmark, Inc. 0.03% Add +18.4% 52,455 $19.3M
RS Crum Inc. 3.60% Add +3.7% 52,122 $19.2M
Pinpoint Asset Management (Singapore) Pte. Ltd. 4.80% No change 51,590 $19.0M
TD Private Client Wealth LLC 0.35% Add +24.9% 51,460 $19.0M
Verition Fund Management LLC 0.14% Add +89.9% 51,206 $18.9M
Western Wealth Management, LLC 0.61% Add +2.5% 50,906 $18.8M
Snowden Capital Advisors LLC 0.44% Add +0.1% 50,899 $18.8M
Pettinga Financial Advisors LLC 2.99% Reduce -0.8% 50,597 $18.6M
Cobalt Capital Management, Inc. 13.11% No change 50,000 $18.4M
Intrinsic Edge Capital Management LLC 2.27% No change 50,000 $18.4M
Manufacturers Life Insurance Company, The 0.01% Add +45.8% 49,226 $18.1M
Measured Wealth Private Client Group, LLC 4.38% Reduce -18.6% 49,217 $18.1M
DDFG, Inc 3.57% Add +57.5% 48,753 $18.0M
BTG Pactual Asset Management US LLC 1.35% Add +11.7% 48,474 $17.9M
AE Wealth Management LLC 0.08% Reduce -17.6% 48,392 $17.8M
Composition Wealth, LLC 0.21% Add +45.3% 48,283 $17.8M
Prelude Capital Management, LLC 1.30% Add +7.5% 47,951 $17.7M
Patten & Patten Inc. 0.93% Add +7.9% 47,793 $17.6M
Marshall Investment Management, LLC 7.31% Add +1.5% 47,749 $17.6M
Bank Pictet & Cie (Europe) AG 0.34% Reduce -0.4% 47,814 $17.5M
Brown Brothers Harriman & Co. 0.08% Add +0.2% 47,357 $17.4M
Menlo Advisors LLC 7.65% Reduce -0.7% 47,353 $17.4M
Ellsworth Advisors, LLC 2.85% Reduce -0.2% 46,640 $17.4M
DSG Capital Advisors, LLC 2.46% Add +5.4% 46,562 $17.3M
Perennial Advisors, LLC 2.67% Add +7.4% 46,582 $17.2M
Sumitomo Mitsui Trust Group, Inc. 0.01% Reduce -28.1% 46,116 $17.0M
BBR Partners, LLC 0.79% Add +3.2% 45,943 $16.9M
Arkadios Wealth Advisors 0.26% Add +3.3% 45,936 $16.9M
Ascent Wealth Partners, LLC 1.69% Add +4.7% 45,775 $16.9M
Cassia Capital Partners, LLC 8.17% Add +1.8% 45,753 $16.9M
Wallington Asset Management, LLC 2.07% Reduce -1.0% 45,712 $16.8M
Violich Capital Management, Inc. 1.83% Reduce -12.3% 45,558 $16.8M
Red Cedar Investment Management, LLC 1.59% Add +24.9% 45,508 $16.8M
Avior Wealth Management, LLC 0.44% Reduce -22.6% 45,443 $16.7M
GC Wealth Management RIA, LLC 0.96% Reduce -1.6% 45,386 $16.7M
Axxcess Wealth Management, LLC 0.26% Reduce -1.8% 45,173 $16.6M
FFG Partners, LLC 4.76% Reduce -13.6% 44,931 $16.6M
Dakota Wealth Management 0.32% Reduce -0.7% 44,819 $16.5M
Westover Capital Advisors, LLC 2.71% Reduce -2.6% 44,336 $16.3M
FAS Wealth Partners, Inc. 0.85% Add +37.8% 44,313 $16.3M
Your Advocates Ltd., LLP 4.65% Add +0.5% 44,121 $16.3M
Sigma Planning Corp 0.41% Reduce -5.5% 44,071 $16.2M
Fiduciary Trust Co 0.18% Reduce -1.5% 44,006 $16.2M
Lake Hills Wealth Management, LLC 7.33% Add +9.3% 43,786 $16.1M
Clearstead Advisors, LLC 0.15% Add +2.7% 43,348 $16.0M
Catawba River Capital 7.11% Add +1.0% 43,117 $15.9M
Gladstone Institutional Advisory LLC 0.50% Add +0.4% 42,933 $15.8M
Ball & Co Wealth Management Inc. 11.17% Add +29.1% 42,775 $15.8M
Motco 1.34% Reduce -1.4% 42,644 $15.7M
Anchor Capital Advisors LLC 0.44% Add +4515.5% 42,601 $15.7M
XML Financial, LLC 1.14% Reduce -0.7% 42,489 $15.7M
Palumbo Wealth Management LLC 3.27% Reduce -1.6% 42,380 $15.6M
Larson Financial Group LLC 0.41% Add +65.0% 42,229 $15.6M
Ameritas Advisory Services, LLC 0.31% Add +77.2% 42,170 $15.5M
Stratos Wealth Advisors, LLC 0.86% Add +2.0% 42,169 $15.5M
Hamilton Wealth, LLC 2.85% Reduce -6.1% 42,160 $15.5M
IHT Wealth Management, LLC 0.33% Reduce -10.7% 42,043 $15.5M
Choate Investment Advisors 0.27% Add +12.6% 41,746 $15.4M
Strategic Investment Management, LLC 5.25% Add +22.5% 41,400 $15.3M
Bfsg, LLC 1.35% Reduce -0.1% 41,371 $15.2M
Florida Trust Wealth Management Co 0.37% Add +0.4% 40,858 $15.1M
Bank of New Hampshire 3.14% Reduce -2.0% 40,841 $15.0M
Apollon Wealth Management, LLC 0.18% Add +1.7% 40,544 $14.9M
Acorn Creek Capital LLC 4.97% Reduce -2.0% 40,373 $14.9M
Blue Fin Capital, Inc. 2.14% Reduce -0.3% 40,273 $14.8M
E&G Advisors, LLC 2.85% Add +3.1% 40,099 $14.8M
Intrepid Family Office LLC 13.58% No change 40,000 $14.7M
Polymer Capital Management (US) LLC 2.18% Add +700.0% 40,000 $14.7M
Harvest Investment Services, LLC 2.28% Reduce -3.4% 39,950 $14.7M
Syon Capital LLC 0.64% Add +13.6% 39,808 $14.7M
First Manhattan Co. Llc. 0.04% Reduce -7.8% 39,784 $14.7M
FWL Investment Management, LLC 2.69% Add +1.0% 39,722 $14.6M
Bessemer Group Inc. 0.02% Reduce -7.6% 39,697 $14.6M
Client First Capital LLC 5.88% Add +0.3% 39,566 $14.6M
Members Advisory Group LLC 4.07% Reduce -23.2% 39,549 $14.6M
Brown University 15.27% No change 39,500 $14.6M
Level Four Advisory Services, LLC 0.41% Reduce -22.8% 39,261 $14.5M
Edmond DE Rothschild Holding S.A. 0.19% Add +0.7% 39,035 $14.4M
Fourpath Capital Management, LLC 1.89% Reduce -0.0% 38,947 $14.3M
Act Wealth Management, LLC 4.21% Add +16.4% 38,888 $14.3M
Three Bridge Wealth Advisors, LLC 3.58% Reduce -3.6% 38,771 $14.3M
Greenbush Financial Group, LLC 4.18% Add +1.8% 38,619 $14.2M
Sarasin & Partners LLP 0.17% Reduce -4.7% 38,588 $14.2M
Aspire Capital Advisors LLC 2.76% Add +12.1% 38,456 $14.2M
Checchi Capital Advisers, LLC 0.90% Reduce -1.3% 38,373 $14.1M
Fortis Capital Management LLC 1.59% Add +4.4% 38,367 $14.1M
Diversify Advisory Services, LLC 0.24% Add +5618.7% 37,629 $14.1M
Diversify Wealth Management, LLC 0.24% Reduce -58.4% 37,629 $14.1M
Arete Wealth Advisors, LLC 0.93% Reduce -27.3% 38,126 $14.0M
Cadence Wealth Management LLC 6.28% Add +1.7% 38,072 $14.0M
Ballentine Partners, LLC 0.17% Add +2.9% 38,048 $14.0M
Climber Capital SA 8.47% Reduce -0.6% 40,511 $13.8M
Merit Financial Group, LLC 0.09% Reduce -0.9% 37,566 $13.8M
Jacobi Capital Management LLC 0.67% Reduce -7.8% 37,415 $13.8M
GAMCO Investors 0.12% Add +0.3% 37,411 $13.8M
World Investment Advisors 0.23% Reduce -5.5% 32,128 $13.7M
Jupiter Topco LLC 0.01% — 37,018 $13.6M
Neumeier Poma Investment Counsel LLC 0.93% Reduce -14.7% 36,833 $13.6M
Fortis Group Advisors, LLC 2.17% Reduce -6.4% 36,802 $13.6M
Park Avenue Securities LLC 0.08% Reduce -21.1% 36,794 $13.6M
Citizens Financial Group Inc. 0.16% Reduce -4.1% 36,538 $13.5M
VestGen Advisors, LLC 0.39% Reduce -1.4% 36,416 $13.4M
Parsons Capital Management Inc. 0.60% Reduce -2.2% 35,968 $13.2M
OmniStar Financial Group, Inc. 6.10% Add +6.3% 35,954 $13.2M
Targeted Financial Services LLC 9.77% Reduce -0.7% 35,937 $13.2M
Twin Tree Management, LP 2.05% Add +45.7% 35,664 $13.1M
James Hambro & Partners LLP 0.47% Reduce -33.1% 35,566 $13.1M
Belpointe Asset Management LLC 0.43% Reduce -8.3% 35,420 $13.0M
ICONIQ Capital, LLC 0.37% Reduce -4.3% 35,313 $13.0M
Independence Financial Advisors, LLC 3.37% Add +22.9% 35,312 $13.0M
Stock Yards Bank & Trust Co. 0.37% Reduce -0.5% 35,038 $12.9M
Lyell Wealth Management, LP 0.79% Reduce -3.1% 34,889 $12.9M
OMC Financial Services LTD 4.24% Reduce -0.3% 34,700 $12.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 1.41% Reduce -2.1% 34,638 $12.8M
Nwam LLC 0.64% Reduce -2.2% 34,546 $12.7M
Mutual Advisors, LLC 0.24% Reduce -8.0% 34,376 $12.7M
Bank Julius Baer & Co. Ltd, Zurich 0.03% Add +83.1% 34,255 $12.6M
DAVENPORT & Co LLC 0.06% Reduce -0.4% 34,221 $12.6M
Levin Capital Strategies, L.P. 0.84% Reduce -0.1% 34,135 $12.6M
Oliver Luxxe Assets LLC 1.85% Add +2.0% 34,108 $12.6M
PFG Investments, LLC 0.48% Reduce -0.3% 33,960 $12.5M
Sugar Maple Asset Management, LLC 8.04% Reduce -6.8% 33,865 $12.5M
Nations Financial Group Inc, /Ia/ 0.59% Add +1.5% 33,718 $12.4M
Circle Wealth Management, LLC 0.15% Reduce -0.8% 33,026 $12.2M
Graybill Wealth Management, LTD. 3.26% Add +1.8% 32,928 $12.1M
NewEdge Wealth, LLC 0.12% Add +32.3% 32,672 $12.0M
Three Seasons Wealth, LLC 1.09% Add +27.0% 32,448 $12.0M
Innovative Advisory Group, LLC 9.13% Reduce -5.4% 32,430 $11.9M
Scarborough Advisors, LLC 1.37% Reduce -1.4% 30,844 $11.9M
K2 Principal Fund, L.P. 3.08% Add +120.4% 32,180 $11.9M
Sterling Investment Management, LLC 6.49% Reduce -2.5% 32,128 $11.8M
Narus Financial Partners, LLC 3.03% Reduce -1.3% 32,031 $11.8M
Associated Banc-Corp 0.28% Reduce -1.4% 32,019 $11.8M
Helios Capital Management Pte. Ltd. 11.52% No change 32,000 $11.8M
Flax Pond Capital, LLC 8.10% Add +0.6% 31,557 $11.6M
FMR LLC 0.00% Reduce -4.8% 31,429 $11.6M
Peapack Gladstone Financial Corp. 0.13% Reduce -0.6% 31,156 $11.5M
E Fund Management Co., Ltd. 0.26% Add +3.3% 31,018 $11.4M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 8.00% Reduce -2.8% 30,925 $11.4M
Consolidated Capital Management, LLC 3.03% Add +4.5% 30,870 $11.4M
Great Valley Advisor Group, Inc. 0.18% Reduce -4.3% 30,829 $11.4M
Conservest Capital Advisors, Inc. 0.90% Add +2.0% 30,747 $11.3M
GenTrust, LLC 0.43% Add +2.5% 30,605 $11.3M
Canton Hathaway, LLC 2.15% Reduce -2.7% 30,474 $11.2M
Joel Isaacson & Co., LLC 0.32% Add +6.5% 30,473 $11.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% New 30,400 $11.2M
Spire Wealth Management 0.34% Reduce -0.4% 30,254 $11.1M
Tamar Securities, LLC 1.04% Add +11.9% 30,125 $11.1M
Gruss & Co., LLC 28.98% Reduce -29.4% 30,000 $11.1M
Senator Investment Group LP 0.40% No change 30,000 $11.1M
Granite Bay Wealth Management, LLC 1.01% Add +59.6% 29,899 $11.0M
Blue Trust, Inc. 0.12% Add +2.5% 29,870 $11.0M
Focus Financial Network, Inc. 0.34% Reduce -0.8% 29,860 $11.0M
Strategic Investment Solutions, Inc. 2.51% Add +5.0% 29,850 $11.0M
Krane Financial Solutions LLC 6.73% Reduce -2.3% 29,689 $10.9M
swisspartners Advisors Ltd 7.37% Reduce -16.8% 29,690 $10.9M
Strategic Blueprint, LLC 0.54% Reduce -4.4% 29,502 $10.9M
1 North Wealth Services LLC 3.54% Add +1.8% 29,417 $10.8M
Wealthcare Advisory Partners LLC 0.21% Reduce -1.5% 29,374 $10.8M
Gotham Asset Management 0.03% Add +9.4% 29,320 $10.8M
Stephens Inc. 0.12% Reduce -11.5% 28,013 $10.7M
Eagle Strategies LLC 1.06% Add +4.7% 28,848 $10.6M
Quantum Capital Management, LLC / NJ 1.33% Reduce -1.5% 28,768 $10.6M
Moneco Advisors, LLC 0.65% Add +0.2% 28,636 $10.5M
Genesis Private Wealth, LLC 2.96% Add +2.0% 28,607 $10.5M
Shade Tree Advisors LLC 6.11% New 28,465 $10.5M
HUB Investment Partners, LLC 0.19% Add +12.4% 28,427 $10.5M
Sharp Wealth Advisory, LLC 4.83% Add +3.2% 28,321 $10.4M
1834 Investment Advisors Co. 1.18% Add +0.1% 28,248 $10.4M
HighPoint Advisor Group LLC 0.36% Reduce -1.3% 28,033 $10.3M
Stevens Capital Management LP 2.47% New 27,960 $10.3M
RPg Family Wealth Advisory, LLC 1.71% New 27,915 $10.3M
Harbor Investment Advisory, LLC 0.72% Reduce -2.0% 27,896 $10.3M
Kovack Advisors, Inc. 0.49% Reduce -9.0% 27,702 $10.2M
Cary Street Partners Financial LLC 0.22% Add +18.1% 27,744 $10.2M
Independent Family Office, LLC 4.09% Add +1.8% 27,650 $10.2M
World Equity Group, Inc. 2.27% Add +98.6% 27,556 $10.1M
Nicholson Meyer Capital Management, Inc. 6.75% Reduce -4.2% 27,499 $10.1M
Greykasell Wealth Strategies, Inc. 3.66% Reduce -0.5% 27,343 $10.1M
Stonehage Fleming Financial Services Holdings Ltd 0.34% Reduce -17.2% 27,236 $10.0M
Wedbush Securities Inc. 0.26% Reduce -3.0% 27,207 $10.0M
Whittier Trust Co. 0.10% Add +7.2% 26,213 $10.0M
Rainey & Randall Wealth Advisors Inc. 1.43% Reduce -2.0% 27,075 $10.0M
Kingswood Wealth Advisors, LLC 0.40% Add +22.4% 27,047 $10.0M
Portman Square Capital LLP 3.34% Reduce -25.0% 27,000 $9.9M
Harvest Fund Management Co., Ltd 0.33% Reduce -19.8% 26,941 $9.9M
Compass Wealth Management, LLC 3.95% Reduce -1.7% 26,895 $9.9M
Trivium Point Advisory, LLC 0.89% Add +1145.1% 26,769 $9.9M
North Star Investment Management Corp. 0.54% Reduce -1.5% 26,713 $9.8M
Allie Family Office LLC 3.65% Add +2810.4% 717,179 $9.8M
Basso Capital Management, L.P. 2.42% Add +11.3% 26,610 $9.8M
Ulysses Management LLC 3.37% Add +211.8% 26,500 $9.8M
Independent Wealth Advisors LLC 8.80% Reduce -0.5% 26,394 $9.7M
Boston Partners 0.01% Add +320.1% 27,101 $9.7M
Grove Bank & Trust 0.96% Add +9.4% 26,171 $9.6M
Sovran Advisors, LLC 0.72% Add +8.8% 26,080 $9.6M
Centaurus Financial, Inc. 0.37% Reduce -16.7% 26,104 $9.6M
SageGuard Financial Group, LLC 1.34% Reduce -28.2% 25,826 $9.5M
Pitcairn Wealth Advisors LLC 1.04% Add +2.6% 25,760 $9.5M
Redwood Park Advisors LLC 6.84% Add +2.2% 25,721 $9.5M
Ssa Swiss Advisors AG 3.51% New 25,372 $9.3M
Sterling Investment Advisors, Ltd. 1.56% Add +0.3% 115,207 $9.3M
Aptus Capital Advisors, LLC 0.07% Add +18.1% 25,263 $9.3M
Coastline Trust Co 0.82% Add +0.9% 25,196 $9.3M
Corepath Wealth Partners LLC 5.78% Reduce -1.1% 24,765 $9.3M
Arch Global Advisors, LLC 4.10% Reduce -4.2% 25,164 $9.3M
Atlantic Union Bankshares Corp 0.15% Reduce -1.6% 25,125 $9.3M
Flagship Harbor Advisors, LLC 0.35% Reduce -9.2% 25,087 $9.2M
Collaborative Capital Advisors LLC 5.82% — 25,019 $9.2M
Integrated Advisors Network LLC 0.42% Reduce -5.3% 25,019 $9.2M
Vise Technologies, Inc. 0.10% Add +19.7% 24,846 $9.2M
PCG Wealth Advisors, LLC 2.04% Add +2.3% 24,802 $9.1M
Symphony Financial, Ltd. Co. 1.00% Reduce -38.3% 24,784 $9.1M
Geneos Wealth Management Inc. 0.19% Add +3.5% 24,745 $9.1M
Petra Financial Advisors Inc. 4.21% Add +1.4% 24,679 $9.1M
Skylands Capital, LLC 1.11% Reduce -0.6% 24,590 $9.1M
Schwartz Investment Counsel Inc. 0.30% No change 24,344 $9.0M
Deane Retirement Strategies, Inc. 3.77% Add +16.4% 24,163 $8.9M
WCG Wealth Advisors LLC 0.21% Add +12.9% 23,930 $8.8M
Capital Investment Advisory Services, LLC 0.54% Reduce -10.1% 23,633 $8.7M
Principal Securities, Inc. 0.10% Add +16.6% 23,536 $8.7M
CreativeOne Wealth, LLC 0.19% Reduce -13.9% 23,536 $8.7M
49 Wealth Management, LLC 1.64% Add +2632.1% 23,387 $8.6M
Alongside, LLC 1.64% — 23,387 $8.6M
Oxler Private Wealth LLC 2.46% Reduce -0.1% 23,356 $8.6M
IronBridge Private Wealth, LLC 2.81% Reduce -18.7% 23,244 $8.6M
Nvwm, LLC 1.72% Reduce -13.9% 23,201 $8.5M
Jefferies Financial Group Inc. 0.08% Add +111.1% 23,107 $8.5M
Williams Jones Wealth Management, LLC. 0.10% Reduce -2.4% 22,974 $8.5M
Ingalls & Snyder LLC 0.23% Reduce -0.8% 22,928 $8.4M
City Holding Co. 0.95% Add +41.6% 22,914 $8.4M
Princeton Global Asset Management LLC 1.21% Reduce -2.0% 22,867 $8.4M
Johnson Investment Counsel Inc. 0.06% Add +0.8% 22,861 $8.4M
B. Riley Wealth Advisors, Inc. 0.46% Reduce -7.6% 22,810 $8.4M
Yarbrough Capital, LLC 0.25% No change 22,747 $8.4M
Midwest Trust Co 0.09% Add +0.5% 22,730 $8.4M
Marshall Wace, LLP 0.01% Reduce -81.8% 22,715 $8.4M
Oxbow Advisors, LLC 0.69% Reduce -2.1% 22,614 $8.3M
Beacon Capital Management, Inc. 0.50% Reduce -0.0% 22,602 $8.3M
Savvy Advisors, Inc. 0.18% Reduce -3.9% 22,562 $8.3M
Tepp RIA, LLC 5.62% Reduce -0.8% 22,490 $8.3M
United Capital Financial Advisors, LLC 0.05% Reduce -0.5% 22,431 $8.3M
Headinvest, LLC 1.53% Add +4.1% 22,283 $8.2M
Becker Capital Management Inc. 0.22% Reduce -0.4% 22,212 $8.2M
Curated Wealth Partners LLC 0.94% No change 22,145 $8.2M
LFA - Lugano Financial Advisors SA 4.90% Reduce -28.3% 22,496 $8.1M
Muhlenkamp & Co. Inc. 2.35% Reduce -0.1% 22,068 $8.1M
IFG Advisory, LLC 0.28% Add +6625.9% 22,061 $8.1M
Choreo, LLC 0.09% Reduce -5.9% 21,997 $8.1M
Bellecapital International Ltd. 1.29% Add +35.2% 21,953 $8.1M
NDWM LLC 4.75% Add +1.6% 21,943 $8.1M
Natixis Advisors, LLC 0.01% Add +38.1% 21,928 $8.1M
OneAscent Financial Services LLC 0.38% Reduce -4.0% 21,816 $8.0M
Brookwood Investment Group LLC 0.93% Reduce -0.9% 21,756 $8.0M
Mirador Capital Partners LP 0.97% Reduce -0.3% 21,558 $7.9M
Addison Capital Co 1.30% Add +0.4% 21,545 $7.9M
TCTC Holdings, LLC 0.21% Reduce -3.7% 21,542 $7.9M
Whittier Trust Co. of Nevada Inc. 0.15% Add +4.1% 20,920 $7.9M
WealthBridge Capital Management, LLC 1.56% Add +0.1% 21,374 $7.9M
John Boyer, Inc. 6.82% Add +5.5% 96,684 $7.9M
HCR Wealth Advisors 0.70% Add +3.3% 21,345 $7.9M
Farmers & Merchants Trust Co of Chambersburg PA 1.99% Add +1.1% 21,324 $7.9M
Rehmann Capital Advisory Group 0.36% Reduce -27.3% 21,175 $7.8M
Koshinski Asset Management, Inc. 0.41% Add +0.6% 21,090 $7.8M
Transcend Capital Advisors, LLC 0.52% Reduce -3.5% 21,039 $7.8M
National Philanthropic Trust 0.11% Reduce -4.0% 21,014 $7.7M
Howland Capital Management LLC 0.28% No change 21,003 $7.7M
Elite Wealth Management, Inc. 2.29% Reduce -5.7% 20,951 $7.7M
Wesbanco Bank Inc. 0.19% Add +4.8% 20,916 $7.7M
Carr Financial Group Corp 1.76% Reduce -55.9% 20,737 $7.6M
waypoint wealth counsel 4.78% Reduce -9.5% 20,710 $7.6M
Cranbrook Wealth Management, LLC 1.42% Reduce -0.0% 20,635 $7.6M
Biltmore Wealth Management, LLC 2.36% Reduce -3.1% 20,532 $7.6M
TSP Capital Management Group, LLC 1.80% New 20,414 $7.5M
Van Hulzen Asset Management, LLC 0.53% Add +8.6% 20,393 $7.5M
Prime Capital Investment Advisors, LLC 0.07% Reduce -21.4% 20,370 $7.5M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.07% Reduce -16.6% 20,363 $7.5M
Colonial Trust Advisors 0.52% Reduce -0.1% 20,360 $7.5M
Versant Capital Management, Inc 0.67% Reduce -2.5% 20,255 $7.5M
Apella Capital, LLC 0.10% Add +1.7% 19,573 $7.4M
Freestone Capital Holdings, LLC 0.19% Add +0.2% 19,866 $7.3M
Fairview Capital Investment Management, LLC 0.38% Reduce -9.7% 19,787 $7.3M
M Holdings Securities, Inc. 0.99% Reduce -2.0% 19,274 $7.3M
Delos Wealth Advisors, LLC 3.73% Add +2.5% 19,728 $7.3M
Advyzon Investment Management, LLC 0.53% Add +56.1% 19,662 $7.2M
Cornerstone Wealth Management, LLC 0.31% Reduce -0.1% 19,639 $7.2M
Cullen/Frost Bankers, Inc. 0.07% Add +0.6% 19,636 $7.2M
Retirement Planning Group, LLC 0.18% Reduce -5.7% 19,614 $7.2M
Shrier Wealth Management, LLC 2.46% Add +0.8% 19,598 $7.2M
Ausdal Financial Partners, Inc. 0.28% Reduce -3.4% 19,564 $7.2M
Callan Family Office, LLC 0.14% Reduce -8.2% 19,564 $7.2M
One Capital Management, LLC 0.20% No change 16,542 $7.1M
LS Investment Advisors, LLC 0.96% Reduce -8.3% 19,312 $7.1M
Sequent Planning LLC 1.52% Add +1.1% 19,276 $7.1M
Alaethes Wealth, LLC 2.06% Reduce -0.2% 19,249 $7.1M
Phoenix Financial Ltd. 0.05% Add +83.2% 19,231 $7.1M
Banque Pictet & Cie SA 0.07% Add +8.3% 19,271 $7.1M
Mayflower Financial Advisors, LLC 0.61% Add +47.0% 19,192 $7.1M
Marathon Trading Investment Management LLC 0.80% Reduce -74.6% 19,055 $7.0M
Park Edge Advisors, LLC 1.49% Reduce -28.1% 19,006 $7.0M
5th Street Advisors, LLC 2.71% Reduce -3.9% 18,994 $7.0M
Modern Wealth Management, LLC 0.08% Add +13.7% 18,931 $7.0M
Prostatis Group LLC 1.61% Add +0.0% 18,784 $6.9M
TigerOak Management, L.L.C. 1.94% Reduce -1.1% 18,780 $6.9M
Prosperity Consulting Group, LLC 0.26% Add +5.7% 18,663 $6.9M
Curry Webb Wealth Management LLC 2.83% Reduce -2.0% 18,541 $6.8M
Smart Money Group LLC 1.74% Add +0.0% 18,440 $6.8M
Integrity Alliance, Llc. 0.21% Add +0.2% 18,393 $6.8M
McBroom & Associates, LLC 3.40% Reduce -1.1% 18,373 $6.8M
Encompass More Asset Management 0.99% Add +87.0% 18,254 $6.7M
Kessler Investment Group, LLC 2.87% Reduce -0.9% 18,220 $6.7M
Confluence Wealth Services, Inc. 0.19% Add +9.5% 18,219 $6.7M
St. Johns Investment Management Company, LLC 2.53% Reduce -4.1% 18,193 $6.7M
Mission Wealth Management, LP 0.08% Add +41.6% 18,151 $6.7M
Westside Investment Management, Inc. 0.87% Add +3.8% 18,066 $6.7M
Sepio Capital, LP 0.33% Reduce -0.4% 18,001 $6.6M
McGuire Investment Group, LLC 0.58% Add +0.9% 17,955 $6.6M
Xcelsior Advisor Partners LLC 0.87% New 17,845 $6.6M
Red Door Wealth Management, LLC 0.60% Add +5.0% 17,806 $6.6M
Zacks Investment Management 0.05% Reduce -3.5% 17,783 $6.6M
Hamel Associates, Inc. 1.80% Add +0.3% 17,757 $6.5M
Estate Counselors, LLC 0.56% Add +3.8% 17,593 $6.5M
Bryn Mawr Trust Advisors, LLC 0.28% Reduce -1.8% 17,549 $6.5M
Cavalier Investments, LLC 2.37% Reduce -30.4% 17,482 $6.4M
Sound View Wealth Advisors Group, LLC 0.40% Reduce -1.5% 17,462 $6.4M
Montag A & Associates Inc. 0.27% Reduce -14.5% 17,332 $6.4M
Wolverine Asset Management LLC 0.33% Add +219.8% 17,296 $6.4M
Weatherly Asset Management L. P. 0.45% Reduce -1.3% 17,258 $6.4M
AGH Wealth Advisors, LLC 4.00% Add +1.3% 17,202 $6.3M
Refined Wealth Management 3.82% Add +0.6% 17,178 $6.3M
Cape Cod Five Cents Savings Bank 0.51% — 17,168 $6.3M
Silver Oak Securities, Incorporated 0.38% Add +2.1% 17,152 $6.3M
1ST Source Bank 0.29% Reduce -0.3% 17,125 $6.3M
Regal Investment Advisors LLC 0.33% Reduce -3.6% 17,123 $6.3M
Texas Yale Capital Corp. 0.14% No change 17,086 $6.3M
Investment Management Corp. /Va/ 5.25% Add +0.0% 17,084 $6.3M
University of Illinois Foundation 1.12% Reduce -67.7% 17,035 $6.3M
Coastal Bridge Advisors, LLC 0.39% Reduce -0.3% 17,016 $6.3M
Evexia Wealth LLC 1.69% Reduce -1.6% 16,816 $6.3M
Lynx Investment Advisory 2.05% Add +0.9% 16,959 $6.2M
Peddock Capital Advisors, LLC 1.24% Add +9.8% 16,871 $6.2M
Royal Fund Management, LLC 0.52% Reduce -31.2% 16,863 $6.2M
Kiley Juergens Wealth Management, LLC 0.97% Reduce -2.1% 16,849 $6.2M
WJ Financial Advisors LLC 4.56% Add +1.2% 16,826 $6.2M
Segment Wealth Management, LLC 0.32% Reduce -2.5% 16,811 $6.2M
Jain Global LLC 0.08% Reduce -96.7% 16,780 $6.2M
Resolute Wealth Strategies, LLC 2.39% Add +2.6% 16,723 $6.2M
Marin Bay Wealth Advisors, LLC 3.29% Add +0.5% 16,634 $6.1M
Moneta Group Investment Advisors LLC 0.05% Add +24.6% 16,608 $6.1M
IFP Advisors, Inc 0.11% Reduce -2.9% 16,594 $6.1M
ROI Financial Advisors, LLC 3.15% Add +0.1% 16,533 $6.1M
Journey Advisory Group, LLC 0.46% Reduce -0.1% 16,494 $6.1M
Brighton Jones LLC 0.11% Add +7.7% 16,479 $6.1M
J. Safra Sarasin Holding AG 0.09% Add +35.0% 14,957 $6.0M
Signature Equity Partners, LLC 2.76% Add +9.3% 16,347 $6.0M
Cumberland Partners Ltd 0.39% Reduce -0.6% 16,304 $6.0M
YHB Investment Advisors, Inc. 0.38% Reduce -1.3% 16,270 $6.0M
SeaCrest Wealth Management, LLC 0.66% Reduce -12.6% 16,194 $6.0M
GoalFusion Wealth Management, LLC 2.40% Add +3.2% 16,169 $6.0M
Institute for Wealth Management, LLC. 0.53% Add +197.4% 16,163 $6.0M
GKV Capital Management Co., Inc. 1.92% Reduce -14.6% 16,123 $5.9M
Quattro Financial Advisors LLC 1.27% Reduce -39.6% 16,104 $5.9M
AdvisorShares Investments LLC 0.72% Add +65.2% 16,086 $5.9M
O'Domhnaill Enterprises, Inc. 4.72% Add +2.7% 16,043 $5.9M
Theory Financial LLC 1.86% Add +6.9% 16,041 $5.9M
BigSur Wealth Management LLC 1.42% Add +11.9% 16,038 $5.9M
Wealth Management Associates, Inc. 1.63% Add +0.9% 16,015 $5.9M
Grand Central Investment Group 4.93% Reduce -2.1% 15,994 $5.9M
Baron Financial Group, LLC 2.81% Reduce -1.8% 15,992 $5.9M
Apollon Financial, LLC 0.70% Reduce -3.0% 15,988 $5.9M
GLR Partners, LLC 2.74% Add +7.2% 15,975 $5.9M
Modera Wealth Management, LLC 0.06% Reduce -4.4% 15,910 $5.9M
Fortress Private Ledger, LLC 1.60% Reduce -23.7% 15,861 $5.8M
Strategic Wealth Partners, Ltd. 0.36% Add +0.5% 15,859 $5.8M
Towarzystwo Funduszy Inwestycyjnych Pzu SA 1.64% Add +2323.1% 15,750 $5.8M
Betterment LLC 0.01% Add +2.2% 15,727 $5.8M
Cabot Wealth Management Inc. 0.59% Reduce -2.0% 15,728 $5.8M
North Star Asset Management Inc. 0.23% No change 15,709 $5.8M
Guidance Capital, Inc. 1.24% Reduce -10.7% 15,833 $5.8M
Campbell Capital Management Inc. 2.07% Add +6.8% 15,675 $5.8M
Alpha Advisors, LLC 4.34% Reduce -0.9% 15,667 $5.8M
PFG Advisors 0.29% Reduce -68.2% 15,631 $5.8M
Kassira Wealth Management LLC 4.59% Add +195.6% 15,492 $5.7M
Regions Financial Corp. 0.03% Add +0.8% 15,401 $5.7M
Capital Group Private Client Services, Inc. 0.08% Add +15.6% 15,374 $5.7M
Marco Investment Management LLC 0.37% No change 15,346 $5.7M
MacKay Shields LLC 2.24% No change 15,336 $5.6M
Indivisible Partners 0.32% Add +43.9% 15,285 $5.6M
Peregrine Asset Advisers, Inc. 1.22% Add +1245.9% 15,276 $5.6M
Pine Valley Investments Ltd Liability Co 0.24% Reduce -0.2% 15,253 $5.6M
First Trust Bank, Ltd. 11.24% Reduce -40.8% 15,208 $5.6M
Stonebridge Financial Group, LLC 0.42% Reduce -79.4% 15,165 $5.6M
Pointe Capital Management LLC 2.46% Add +3.5% 14,952 $5.5M
Ameraudi Asset Management, Inc. 2.48% Add +512.7% 14,883 $5.5M
Thompson Siegel & Walmsley LLC 0.10% Add +0.8% 14,843 $5.5M
Bienville Capital Management, LLC 0.79% Add +70.3% 14,826 $5.5M
Flagship Wealth Advisors, LLC 1.21% Add +10.8% 14,730 $5.4M
Balefire, LLC 0.88% Reduce -1.8% 14,712 $5.4M
Burns Matteson Capital Management, LLC 1.72% Reduce -3.2% 14,710 $5.4M
Arkfeld Wealth Strategies, L.L.C. 1.62% Reduce -0.4% 14,162 $5.4M
Pinnacle Associates Ltd. 0.06% Reduce -11.5% 14,667 $5.4M
United Asset Strategies, Inc. 0.38% Reduce -25.8% 14,664 $5.4M
Capital Investment Advisors, LLC 0.07% Add +0.3% 14,618 $5.4M
truNorth Financial Services, Inc. 4.81% Reduce -1.8% 14,579 $5.4M
Laurel Oak Wealth Management, LLC 0.78% Reduce -7.0% 14,570 $5.4M
Bell & Brown Wealth Advisors, LLC 1.63% Reduce -0.9% 14,569 $5.4M
Gateway Wealth Partners, LLC 0.32% Reduce -59.8% 14,554 $5.4M
Anchyra Partners LLC 1.29% No change 14,550 $5.4M
Succession Financial, Inc. 5.20% — 14,534 $5.4M
Bluedoor Private Wealth, LLC 2.25% Reduce -0.4% 14,514 $5.3M
Maridea Wealth Management LLC 0.58% Reduce -0.8% 14,476 $5.3M
Wilmington Savings Fund Society, FSB 0.12% Reduce -12.3% 14,472 $5.3M
BlueChip Wealth Advisors LLC 2.01% Add +10.6% 14,393 $5.3M
EverSource Wealth Advisors, LLC 0.18% Reduce -10.3% 14,350 $5.3M
RFG Advisory, LLC 0.08% Reduce -28.3% 14,323 $5.3M
Oppenheimer & Close, LLC 3.33% No change 14,317 $5.3M
Clare Market Investments LLC 0.96% Reduce -8.7% 14,310 $5.3M
Norris Financial Group, LLC 2.10% Reduce -4.8% 14,306 $5.3M
TRUE Private Wealth Advisors 0.45% Add +1.7% 14,289 $5.3M
Smith, Moore & Co. 0.34% Reduce -0.1% 14,268 $5.3M
Advus Financial Partners, LLC 1.19% Add +32.6% 14,230 $5.2M
Angeles Wealth Management, LLC 0.24% Add +52.5% 14,217 $5.2M
Argent Trust Co 0.15% Add +0.1% 14,212 $5.2M
Praxis Capital Management LLC 8.29% Add +13.6% 14,200 $5.2M
W.G. Shaheen & Associates DBA Whitney & Co 0.38% Add +0.6% 14,142 $5.2M
Aries Wealth Management 1.02% Add +0.5% 14,130 $5.2M
Concentrum Wealth Management 1.24% Add +11.0% 14,050 $5.2M
Noble Wealth Management PBC 2.36% Add +1.9% 14,044 $5.2M
Montis Financial, LLC 1.06% Reduce -4.1% 14,023 $5.2M
DCF Advisers, LLC 1.35% Add +16.7% 14,000 $5.2M
Seaview Investment Managers LLC 1.53% Add +1.6% 13,911 $5.1M
Bison Wealth, LLC 0.47% Add +2.7% 13,361 $5.1M
Balboa Wealth Partners 0.69% Reduce -7.4% 13,822 $5.1M
White Pine Capital LLC 1.20% Reduce -2.9% 13,821 $5.1M
Quent Capital, LLC 0.31% Add +3.3% 13,808 $5.1M
Avion Wealth 0.95% Add +1.1% 13,792 $5.1M
Orion Porfolio Solutions, LLC 0.04% Reduce -21.3% 13,726 $5.1M
GQG Partners LLC 0.01% Add +393.2% 13,626 $5.0M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 8.62% Reduce -42.5% 13,500 $5.0M
Castleark Management LLC 0.13% Reduce -16.4% 13,575 $5.0M
BOK Financial Private Wealth, Inc. 0.26% No change 13,563 $5.0M
Hollow Brook Wealth Management LLC 0.98% Reduce -0.4% 13,433 $4.9M
RPG Investment Advisory, LLC 0.51% Add +50.3% 13,431 $4.9M
Coldstream Capital Management Inc. 0.06% Reduce -31.5% 13,416 $4.9M
Afg Fiduciary Services Limited Partnership 3.87% Reduce -1.0% 12,995 $4.9M
Signal Advisors Wealth, LLC 0.26% Add +5.7% 13,338 $4.9M
AlphaStar Capital Management, LLC 0.31% Add +5.4% 13,332 $4.9M
Aberdeen Group plc 0.01% Reduce -4.1% 13,320 $4.9M
Inscription Capital, LLC 0.43% Add +16.1% 13,316 $4.9M
Cloverfields Capital Group, LP 1.48% Add +4.8% 13,311 $4.9M
Matauro, LLC 0.65% Reduce -0.9% 13,287 $4.9M
IPG Investment Advisors LLC 0.70% Reduce -12.2% 13,238 $4.9M
Milford Funds Ltd. 0.08% New 13,231 $4.9M
Certified Advisory Corp 0.39% Add +0.2% 13,218 $4.9M
Atticus Wealth Management, LLC 1.16% Reduce -2.8% 13,216 $4.9M
O'shaughnessy Asset Management, LLC 0.02% Add +27.3% 13,214 $4.9M
Pinnacle Financial Group, LLC / IL 1.18% Add +0.5% 13,150 $4.8M
Bellwether Advisors, LLC 0.72% Reduce -51.6% 13,114 $4.8M
NWF Advisory Services Inc. 0.45% Add +0.1% 13,112 $4.8M
SS&H Financial Advisors, Inc. 1.23% — 13,049 $4.8M
Better Way Financial, LLC 4.06% — 13,013 $4.8M
Eddie Patel Inc 2.86% Add +11.2% 13,004 $4.8M
Inspirion Wealth Advisors, LLC 0.55% Add +4.5% 12,916 $4.8M
Avestar Capital, LLC 0.28% Add +37.2% 12,963 $4.8M
Banque Cantonale Vaudoise 0.20% Reduce -2.0% 12,943 $4.8M
Zeit Capital LLC 2.87% Add +1.4% 12,934 $4.8M
D.B. Root & Company, LLC 1.01% Add +2.0% 12,919 $4.8M
Bramshill Investments, LLC 0.36% Add +945.8% 12,842 $4.7M
Gould Capital, LLC 2.62% Add +1.4% 12,767 $4.7M
Lodestar Private Asset Management LLC 0.41% Reduce -4.4% 12,767 $4.7M
StoneX Group Inc. 0.19% Reduce -25.1% 12,382 $4.7M
Nvest Financial, LLC 1.48% Add +1.0% 12,670 $4.7M
Traynor Capital Management, Inc. 0.22% Reduce -7.0% 12,621 $4.6M
Millennium Management 0.00% Reduce -63.4% 12,532 $4.6M
Summit Trail Advisors, LLC 0.06% No change 12,506 $4.6M
Latitude Advisors, LLC 1.84% Add +1.7% 12,497 $4.6M
Old National Bancorp 0.09% Add +1.2% 12,474 $4.6M
Hibernia Wealth Partners, LLC 2.48% Reduce -46.6% 12,438 $4.6M
Ewing Morris & Co. Investment Partners Ltd. 2.39% Reduce -25.1% 12,367 $4.6M
Rye Brook Capital LLC 3.19% Add +8.8% 12,346 $4.5M
Evergreen Capital Management LLC 0.08% Reduce -2.2% 12,336 $4.5M
Cyndeo Wealth Partners, LLC 0.21% Add +1.4% 12,312 $4.5M
Partners Capital Investment Group, LLP 0.16% No change 12,310 $4.5M
Amundi 0.00% Add +0.9% 12,293 $4.5M
FreeGulliver LLC 1.58% Add +0.7% 12,157 $4.5M
Ciovacco Capital Management LLC 1.99% Reduce -9.7% 12,151 $4.5M
Texas Bank & Trust Co 1.47% Reduce -1.6% 12,148 $4.5M
Emmett Investment Management, LP 3.13% No change 12,055 $4.5M
Advance Capital Management, Inc. 0.14% Reduce -2.8% 12,112 $4.5M
Two Sigma Securities, LLC 0.38% Add +8.3% 12,063 $4.4M
Copia Wealth Management 2.66% Reduce -2.5% 12,030 $4.4M
Visionary Wealth Advisors 0.17% Add +9.4% 11,993 $4.4M
Fortis Capital Advisors, LLC 0.50% Add +0.1% 11,981 $4.4M
Money Concepts Capital Corp. 0.20% Add +35.3% 11,912 $4.4M
Onyx Bridge Wealth Group LLC 0.39% Reduce -20.8% 11,911 $4.4M
Golden State Wealth Management, LLC 0.40% Reduce -5.5% 11,898 $4.4M
Caliber Wealth Management, LLC / KS 0.42% Reduce -0.5% 11,866 $4.4M
Shikiar Asset Management Inc. 1.20% Add +1.0% 11,766 $4.3M
Ancora Advisors LLC 0.08% Reduce -1.9% 11,759 $4.3M
SMART Wealth LLC 0.93% Add +9.1% 11,746 $4.3M
Relyea Zuckerberg Hanson LLC 0.36% Add +0.2% 11,696 $4.3M
Avidian Wealth Enterprises, LLC 0.12% Add +6.3% 11,684 $4.3M
West Michigan Advisors, LLC 0.82% Add +31.5% 11,669 $4.3M
Orin Green Financial, LLC 1.59% Add +0.3% 11,664 $4.3M
Trust Co. of Vermont 0.16% — 11,572 $4.3M
Obermeyer Wealth Partners 0.17% Reduce -3.6% 11,551 $4.3M
Luxor Capital Group, LP 0.47% No change 11,500 $4.2M
Daiwa Securities Group Inc. 0.01% Reduce -19.6% 11,500 $4.2M
CIBC Asset Management Inc 0.01% Add +20.6% 11,487 $4.2M
Capital Markets Trading UK LLP 3.01% Add +134.8% 11,441 $4.2M
Avalon Trust Co 0.26% No change 11,419 $4.2M
Focus Partners Advisor Solutions, LLC 0.04% Add +10.3% 11,413 $4.2M
Lifeworks Advisors, LLC 0.44% Reduce -65.3% 11,408 $4.2M
CMG Global Holdings, LLC 1.78% Reduce -0.8% 11,395 $4.2M
Acorn Wealth Advisors, LLC 1.02% Add +17.9% 11,392 $4.2M
Personal Cfo Solutions, LLC 0.60% Reduce -9.7% 11,346 $4.2M
Veltria Advisors Corp. 12.81% Add +0.9% 11,320 $4.2M
Beck Mack & Oliver LLC 0.08% No change 11,315 $4.2M
Platform Technology Partners 0.68% Reduce -2.7% 11,311 $4.2M
Matrix Trust Co 0.60% Add +1.0% 11,265 $4.2M
Mitchell McLeod Pugh & Williams Inc. 0.51% Add +18.3% 11,261 $4.1M
Chatterton & Associates Inc. 2.44% Add +0.3% 10,963 $4.1M
Fiduciary Family Office, LLC 1.03% No change 11,223 $4.1M
Bosman Wealth Management, LLC 2.55% Reduce -10.6% 11,176 $4.1M
Flagship Private Wealth, LLC 1.45% Add +0.9% 11,135 $4.1M
Professional Financial Advisors, LLC 0.71% Reduce -1.0% 11,082 $4.1M
Curran Financial Partners, LLC 0.61% Reduce -30.3% 11,075 $4.1M
COFG Advisors, LLC 0.70% Add +58.2% 11,031 $4.1M
Moors & Cabot, Inc. 0.16% Reduce -14.4% 11,026 $4.1M
Expressive Wealth LLC 3.83% Reduce -10.1% 11,004 $4.1M
Marathon Capital Management 0.82% Add +2.7% 10,954 $4.0M
JTC Employer Solutions Trustee Ltd 0.32% No change 10,953 $4.0M
Charter Research & Investment Group, Inc. 2.45% Reduce -1.1% 10,950 $4.0M
Procyon Advisors, LLC 0.17% Add +0.5% 10,890 $4.0M
National Wealth Management Group, LLC 1.24% Reduce -5.8% 10,862 $4.0M
Mma Asset Management LLC 1.27% Reduce -1.0% 10,858 $4.0M
Rossmore Private Capital 0.32% Add +0.9% 10,834 $4.0M
VVR Holdings LLC 1.72% Reduce -42.6% 10,808 $4.0M
Alliance Wealth Advisors, LLC 1.58% Reduce -1.5% 10,760 $4.0M
Cornerstone Advisory, LLC 0.33% Add +10.5% 10,741 $4.0M
Summit Wealth Partners, LLC 0.56% Add +5.7% 10,725 $4.0M
Ariston Services Group 2.17% Add +0.0% 10,693 $3.9M
44 Wealth Management LLC 1.30% Add +2.6% 10,675 $3.9M
Barry Investment Advisors, LLC 0.82% Reduce -0.8% 10,662 $3.9M
Mainstay Capital Management LLC 0.29% Reduce -72.8% 10,638 $3.9M
Cannell & Spears LLC 0.07% Add +0.6% 10,634 $3.9M
Towneley Capital Management, Inc / DE 0.77% Add +4.8% 10,620 $3.9M
Dorsey Wright & Associates 0.66% Reduce -51.8% 10,616 $3.9M
Consolidated Investment Group LLC 0.34% Reduce -29.3% 10,600 $3.9M
Sheets Smith Wealth Management 0.39% Add +1.1% 10,534 $3.9M
Alexander Labrunerie & Co., Inc. 1.37% Add +19.7% 10,528 $3.9M
ABLE Financial Group, LLC 0.65% Reduce -1.8% 10,520 $3.9M
Advisor Resource Council 1.29% Add +1.6% 10,350 $3.9M
Discipline Wealth Solutions, LLC 0.34% Add +11.4% 10,476 $3.9M
Tidal Investments LLC 0.01% Reduce -50.6% 10,458 $3.9M
Sound Income Strategies, LLC 0.17% Reduce -10.8% 10,439 $3.8M
Independent Wealth Network Inc. 0.98% Add +2.6% 10,430 $3.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.6% 10,369 $3.8M
Simon Quick Advisors, LLC 0.15% Reduce -13.9% 10,349 $3.8M
Baker Tilly Wealth Management, LLC 0.82% Reduce -6.0% 10,328 $3.8M
Twelve Points Wealth Management LLC 0.76% Reduce -1.2% 10,320 $3.8M
Sterling Financial Planning, Inc. 1.03% Reduce -3.5% 10,288 $3.8M
KCM Investment Advisors LLC 0.11% Reduce -1.7% 10,262 $3.8M
Compound Planning, Inc. 0.10% Add +8.7% 10,254 $3.8M
Summit Financial Strategies, Inc. 0.27% No change 10,249 $3.8M
Narwhal Capital Management 0.26% Reduce -0.2% 10,244 $3.8M
Certuity, LLC 0.19% Add +2.3% 10,208 $3.8M
International Assets Investment Management, LLC 0.22% Reduce -6.8% 10,141 $3.8M
Accel Wealth Management 0.85% Reduce -3.0% 10,199 $3.8M
Tandem Financial, LLC 1.21% Add +0.8% 10,175 $3.7M
IMA Advisory Services, Inc. 0.23% Add +998.3% 10,159 $3.7M
Flputnam Investment Management Co. 0.04% Reduce -2.5% 10,107 $3.7M
Laird Norton Wetherby Trust Company, LLC 0.07% Reduce -15.6% 10,063 $3.7M
Fermata Advisors, LLC 0.75% Add +1.8% 10,038 $3.7M
Mosaic Family Wealth Partners, LLC 0.25% Add +9.4% 10,037 $3.7M
Weaver Consulting Group 0.76% Add +2.2% 10,034 $3.7M
Gouws Capital LLC 1.72% No change 10,030 $3.7M
Willow Creek Capital Management, Inc. 3.58% — 10,003 $3.7M
Catalyst Funds Management Pty Ltd 0.21% New 10,000 $3.7M
Titiun Yejiel 3.19% No change 9,963 $3.7M
Congress Park Capital LLC 0.99% Add +4.9% 9,947 $3.7M
SteelPeak Wealth, LLC 0.10% Add +49.6% 9,931 $3.7M
McAlvany Wealth Management LLC 2.74% Reduce -18.5% 9,927 $3.7M
Sfmg, LLC 0.22% Reduce -4.0% 9,916 $3.7M
Centric Wealth Management 0.57% No change 8,800 $3.6M
South Shore Capital Advisors 2.44% Reduce -1.0% 9,890 $3.6M
Deutsche Bank AG 0.00% Reduce -0.8% 9,889 $3.6M
Insight Advisors, LLC/ PA 0.64% Reduce -1.4% 9,872 $3.6M
Artesa Financial Group, LLC 3.11% Add +4.9% 9,870 $3.6M
Gradient Capital Advisors, LLC 0.84% Add +4.2% 9,846 $3.6M
Aspire Private Capital, LLC 0.75% Add +12.1% 9,825 $3.6M
GWN Securities Inc. 0.60% Add +6.7% 9,802 $3.6M
Bridgelight Financial Advisors, Inc. 2.47% Reduce -15.0% 9,785 $3.6M
Westbourne Investments, Inc. 1.47% Reduce -0.8% 9,771 $3.6M
Fiduciary Financial Group, LLC 0.41% Add +4.2% 9,761 $3.6M
Pure Financial Advisors, LLC 0.05% Add +1.6% 9,708 $3.6M
Morse Asset Management, Inc 0.59% Add +0.3% 9,698 $3.6M
Laurel Wealth Advisors LLC 0.35% Reduce -3.7% 9,692 $3.6M
Solstein Capital, LLC 1.22% Add +0.3% 9,685 $3.6M
Clarity Retirement & Wealth, LLC 2.47% New 9,683 $3.6M
Sei Investments Co. 0.00% Reduce -8.0% 9,660 $3.6M
Rwa Wealth Partners, LLC 0.03% Add +3.2% 9,644 $3.6M
Altura Wealth Advisors Inc. 1.19% Add +8.4% 9,569 $3.5M
Palisades Hudson Asset Management, L.P. 1.23% No change 9,545 $3.5M
Capital Advisor Network LLC 4.40% Reduce -30.9% 9,541 $3.5M
Private Wealth Partners, LLC 0.25% No change 9,516 $3.5M
Linden Thomas Advisory Services, LLC 0.28% Add +9.8% 9,482 $3.5M
Clear Creek Financial Management, LLC 0.22% Reduce -34.8% 9,473 $3.5M
Two Sigma Investments, LP 0.00% New 9,455 $3.5M
Crescent Grove Advisors, LLC 0.29% Reduce -39.5% 9,439 $3.5M
Capital Wealth Planning, LLC 0.02% Add +21.8% 9,436 $3.5M
Fox Hill Wealth Management 1.39% Reduce -2.1% 9,415 $3.5M
Corundum Group, Inc. 1.03% Add +0.1% 9,401 $3.5M
Centennial Advisors, LLC 4.12% Add +11.7% 9,385 $3.5M
Parcion Private Wealth LLC 0.19% Reduce -0.8% 9,358 $3.4M
Westfuller Advisors, LLC 1.25% Reduce -1.4% 9,354 $3.4M
Main Street Financial Solutions, LLC 0.22% Add +11.3% 9,350 $3.4M
Sage Investment Advisers LLC 2.31% Add +4.5% 9,334 $3.4M
Viewpoint Investment Partners Corp. 1.18% Add +4.5% 9,250 $3.4M
Lifestyle Asset Management, Inc. 0.92% Add +16.0% 9,300 $3.4M
PW Nova Financial Services LLC 0.73% Reduce -5.7% 9,286 $3.4M
Biondo Investment Advisors, LLC 0.42% Add +18.2% 9,275 $3.4M
Financial Plan, Inc. 0.32% Reduce -8.0% 9,258 $3.4M
Akuna Securities LLC 3.72% Reduce -37.9% 9,250 $3.4M
Altar Rock LLC 4.97% No change 9,237 $3.4M
Trust Co. of Toledo NA 0.28% Add +2.2% 9,168 $3.4M
Taylor & Morgan Wealth Management, LLC 1.66% No change 9,165 $3.4M
Global Assets Advisory, LLC 0.74% New 9,039 $3.4M
Emergent Wealth Advisors, LLC 1.75% Reduce -0.4% 9,471 $3.4M
Verus Capital Partners, LLC 0.18% Reduce -2.2% 9,130 $3.4M
Brendel Financial Advisors LLC 1.55% Reduce -0.3% 9,102 $3.4M
Wealthspire Retirement, LLC 0.18% Reduce -3.7% 9,096 $3.4M
Agf Management Ltd. 0.01% Add +35.0% 9,091 $3.3M
MBL Wealth, LLC 0.23% Reduce -12.1% 9,089 $3.3M
Newman Dignan & Sheerar, Inc. 0.64% Reduce -3.3% 9,070 $3.3M
Americana Partners, LLC 0.07% Add +7.1% 9,041 $3.3M
Mizuho Markets Cayman LP 0.12% Add +4.7% 8,981 $3.3M
Wealth Advisory Solutions, LLC 0.68% Add +1.9% 8,959 $3.3M
KLCM Advisors, Inc. 0.26% New 8,939 $3.3M
Creekside Partners 1.19% Reduce -1.7% 8,938 $3.3M
Loomis Sayles & Co. L P 0.00% Add +55.0% 8,915 $3.3M
Bridgewater Advisors Inc. 0.18% Add +6.7% 8,791 $3.3M
New England Private Wealth Advisors LLC 0.32% Reduce -0.4% 8,777 $3.3M
Thoroughbred Financial Services, LLC 0.16% Reduce -2.2% 8,847 $3.3M
Private Trust Co. NA 0.26% Reduce -16.4% 8,763 $3.2M
Aspect Partners, LLC 1.20% Reduce -61.2% 8,733 $3.2M
Marble Wealth, LLC 0.49% Reduce -0.5% 8,732 $3.2M
SVB Wealth LLC 0.20% Reduce -4.6% 8,715 $3.2M
Broyhill Asset Management, LLC 2.83% No change 8,655 $3.2M
Independence Wealth Advisors, LLC 1.59% Reduce -45.6% 8,624 $3.2M
Benin Management CORP 0.64% No change 8,628 $3.2M
Welch Group, LLC 0.11% Reduce -4.9% 8,625 $3.2M
Diversified Management Inc. 0.68% Reduce -0.4% 8,620 $3.2M
Nadler Financial Group, Inc. 0.27% Add +1.2% 8,603 $3.2M
Sendero Wealth Management, LLC 0.31% No change 8,566 $3.2M
Centennial Bank 1.02% Reduce -20.5% 8,565 $3.2M
Haverford Trust Co 0.03% Add +0.7% 8,557 $3.2M
Landmark Wealth Management, Inc. 1.04% Add +16.2% 8,531 $3.1M
Liberty Wealth Management LLC 0.39% No change 7,302 $3.1M
Augustine Asset Management Inc. 0.63% Add +1.1% 8,499 $3.1M
Hanson & Doremus Investment Management 0.32% Reduce -2.8% 8,475 $3.1M
Edgemoor Investment Advisors, Inc. 0.21% Reduce -8.1% 8,463 $3.1M
Chicago Partners Investment Group LLC 0.06% Reduce -3.6% 8,384 $3.1M
Orographic Financial Advisors, LLC 2.05% Add +0.0% 7,673 $3.1M
Overbrook Management Corp 0.47% Add +2.5% 8,424 $3.1M
Bedel Financial Consulting, Inc. 0.30% Add +1.1% 8,413 $3.1M
Gerber Kawasaki Wealth & Investment Management 0.08% Reduce -1.8% 8,367 $3.1M
Centennial Wealth Advisory LLC 0.66% Reduce -0.6% 8,342 $3.1M
Empirical Asset Management, LLC 0.69% Reduce -9.9% 8,318 $3.1M
DRW Securities, LLC 0.18% Reduce -85.1% 8,289 $3.1M
Bluesphere Advisors LLC 0.94% Reduce -10.1% 8,268 $3.0M
Compass Ion Advisors, LLC 0.26% No change 8,268 $3.0M
Valley National Advisers Inc. 0.34% Add +2.3% 8,260 $3.0M
Maxele Advisors, LLC 2.12% — 8,248 $3.0M
Mission Creek Capital Partners, Inc. 0.53% Reduce -0.1% 8,228 $3.0M
Highland Investment Advisors LLC 1.32% — 8,226 $3.0M
Vigilare Wealth Management 0.93% Reduce -31.2% 8,218 $3.0M
Continuum Advisory, LLC 0.24% Reduce -21.2% 8,209 $3.0M
Valmark Advisers, Inc. 0.03% Add +15.8% 8,208 $3.0M
Fullerton Fund Management Co Ltd. 0.19% Reduce -95.8% 8,203 $3.0M
Trek Financial, LLC 0.15% Reduce -16.5% 8,198 $3.0M
Bath Savings Trust Co 0.31% Reduce -1.1% 8,184 $3.0M
Strategic Financial Services, Inc. 0.13% Reduce -12.8% 8,164 $3.0M
Clear Harbor Asset Management, LLC 0.19% Add +3.5% 8,161 $3.0M
Permanent Capital Management, LP 0.40% No change 8,157 $3.0M
Walkner Condon Financial Advisors LLC 0.35% Add +2.1% 8,141 $3.0M
Grey Ledge Advisors, LLC 0.60% Reduce -0.5% 8,094 $3.0M
Nicholas Hoffman & Company, LLC. 0.06% Reduce -10.9% 8,073 $3.0M
Empower Advisory Group, LLC 0.01% Add +0.4% 8,029 $3.0M
Pittenger & Anderson Inc. 0.11% Add +0.6% 8,008 $2.9M
Samalin Investment Counsel, LLC 0.95% Reduce -29.0% 7,991 $2.9M
Wealthedge Investment Advisors, LLC 1.00% Reduce -9.4% 7,991 $2.9M
MRP Capital Investments, LLC 2.16% Reduce -17.8% 7,963 $2.9M
Titan Global Capital Management USA LLC 0.37% Reduce -34.4% 7,921 $2.9M
Perennial Investment Advisors, LLC 0.19% Reduce -2.3% 7,920 $2.9M
Titleist Asset Management, LLC 0.20% Reduce -1.8% 7,889 $2.9M
Aua Capital Management, LLC 1.33% Reduce -0.3% 7,816 $2.9M
Mirabella Financial Services LLP 0.30% New 7,795 $2.9M
Amplius Wealth Advisors, LLC 0.21% Add +1.6% 7,773 $2.9M
Forum Finance Group S.A. 1.02% Reduce -7.1% 9,551 $2.8M
NavPoint Financial, Inc. 1.05% No change 7,716 $2.8M
HBK Sorce Advisory LLC 0.06% Add +16.6% 7,282 $2.8M
Nelson Capital Management, LLC 0.31% No change 7,658 $2.8M
Roundview Capital LLC 0.15% Add +1.5% 7,637 $2.8M
Keebeck Wealth Management 0.27% Reduce -12.1% 7,629 $2.8M
Wisconsin Wealth Advisors, LLC 2.40% Reduce -0.9% 7,610 $2.8M
Kelleher Financial Advisors 0.40% Add +100.9% 7,607 $2.8M
Armstrong Advisory Group, Inc. 0.17% Reduce -4.7% 7,594 $2.8M
Tyche Wealth Partners LLC 0.39% Add +10.3% 7,575 $2.8M
Madison Wealth Partners, Inc 0.35% Add +5.3% 7,570 $2.8M
DV Trading LLC 0.23% Reduce -28.8% 7,542 $2.8M
Independence Bank of Kentucky 0.31% Add +9.1% 7,540 $2.8M
Schneider Downs Wealth Management Advisors, LP 0.26% Add +10.7% 7,528 $2.8M
Highline Wealth Partners LLC 0.57% Add +18.9% 7,524 $2.8M
SlateStone Wealth, LLC 0.21% Reduce -2.2% 7,490 $2.8M
LVM Capital Management Ltd. 0.23% No change 7,475 $2.8M
1832 Asset Management L.P. 0.00% Reduce -16.9% 7,473 $2.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.14% Reduce -26.5% 7,471 $2.8M
Valeo Financial Advisors, LLC 0.06% Add +3.9% 7,470 $2.8M
Baker Ellis Asset Management LLC 0.29% Reduce -3.0% 7,469 $2.8M
EPG Wealth Management LLC 0.66% Reduce -3.3% 7,463 $2.7M
Legacy Advisors, LLC 0.26% Reduce -4.3% 7,453 $2.7M
Peak Planning Group, LLC 0.62% Reduce -3.1% 7,438 $2.7M
Schnieders Capital Management, Llc. 0.36% No change 7,435 $2.7M
Rothschild Wealth LLC 0.22% Reduce -6.8% 7,428 $2.7M
Firestone Capital Management 0.51% Reduce -0.2% 7,427 $2.7M
Accurate Wealth Management, LLC 0.26% Reduce -65.8% 7,237 $2.7M
Magnus Financial Group LLC 0.19% Add +1.4% 7,370 $2.7M
ArchPoint Investors 0.57% No change 7,362 $2.7M
Werba Rubin Papier Wealth Management 0.33% Add +3.3% 7,351 $2.7M
Patrick Mauro Investment Advisor, INC. 1.36% Add +28.7% 7,347 $2.7M
McRae Capital Management Inc. 0.53% Reduce -8.7% 7,335 $2.7M
First Bank & Trust 0.40% Reduce -18.0% 7,331 $2.7M
Astra Wealth Partners LLC 1.50% Reduce -8.6% 7,329 $2.7M
Encompass Wealth Advisors, LLC 0.82% No change 7,300 $2.7M
Penn Davis McFarland Inc. 0.24% No change 7,283 $2.7M
Total Clarity Wealth Management, Inc. 0.52% Reduce -3.4% 7,260 $2.7M
SHUTTLEWORTH & Co 2.13% Add +10.2% 7,241 $2.7M
Bravera Wealth 1.02% Add +8.2% 7,226 $2.7M
Cassaday & Co Wealth Management LLC 0.05% Reduce -2.1% 7,217 $2.7M
Quest 10 Wealth Builders, Inc. 2.06% Reduce -1.4% 7,209 $2.7M
Financial Guidance Group, Inc. 0.99% Reduce -6.6% 7,200 $2.7M
Turning Point Benefit Group, Inc. 1.14% Add +6.0% 7,190 $2.7M
Ritholtz Wealth Management 0.04% Add +11.2% 7,177 $2.6M
Pullen Investment Management, LLC 1.22% Add +0.3% 7,163 $2.6M
Kercheville Advisors, LLC 0.80% Reduce -6.5% 7,144 $2.6M
PKS Advisory Services, LLC 0.42% Add +1.6% 7,131 $2.6M
Hansen & Associates Financial Group, Inc. 1.50% Add +7.0% 6,852 $2.6M
Plan Group Financial, LLC 0.54% Reduce -45.6% 7,098 $2.6M
CRA Financial Services, LLC 0.30% Add +1.8% 7,090 $2.6M
NorthRock Partners, LLC 0.04% Add +3.1% 7,077 $2.6M
Destiny Wealth Partners, LLC 0.37% Reduce -0.4% 6,984 $2.6M
Florida Financial Advisors, LLC 0.44% Reduce -3.2% 7,021 $2.6M
First Bancorp, Inc 1.02% Add +85.2% 7,020 $2.6M
Balanced Wealth Group LLC 0.82% Reduce -1.7% 7,011 $2.6M
Glass Jacobson Investment Advisors llc 0.80% Reduce -0.6% 7,003 $2.6M
Financial Management Network Inc. 0.37% Reduce -0.1% 6,998 $2.6M
Helium Advisors LLC 2.15% Add +0.4% 6,997 $2.6M
Soltis Investment Advisors LLC 0.15% Add +23.7% 6,992 $2.6M
Purkiss Capital Advisors LLC 0.98% Reduce -5.3% 6,988 $2.6M
CCG Wealth Management, LLC 0.60% Reduce -1.2% 6,983 $2.6M
Ignite Planners, LLC 0.35% Reduce -20.7% 6,965 $2.6M
Allied Investment Advisors, LLC 0.32% Add +5.0% 6,957 $2.6M
Carnegie Investment Counsel 0.05% Reduce -5.4% 6,951 $2.6M
Olde Wealth Management, LLC 0.72% Add +0.2% 6,919 $2.5M
Sovereign Financial Group, Inc. 0.39% Add +0.4% 6,885 $2.5M
Raleigh Capital Management Inc. 0.81% Reduce -11.2% 6,875 $2.5M
Cove Private Wealth, LLC 0.49% No change 6,825 $2.5M
Jeppson Wealth Management, LLC 0.74% Reduce -2.1% 6,821 $2.5M
Tiemann Investment Advisors, LLC 0.91% Reduce -0.7% 6,812 $2.5M
Eastern Bank 0.04% Add +27.6% 6,810 $2.5M
Sincerus Advisory, LLC 1.70% Reduce -3.3% 6,807 $2.5M
PMV Capital Advisers, LLC 3.76% Add +8.1% 6,803 $2.5M
Wellington Shields Capital Management, LLC 0.32% Reduce -2.2% 6,794 $2.5M
Lionsbridge Wealth Management LLC 2.46% Reduce -3.1% 6,793 $2.5M
Fire Capital Management LLC 1.02% Reduce -53.7% 6,789 $2.5M
Sowell Financial Services LLC 0.08% Reduce -7.8% 6,770 $2.5M
Arlington Trust Co LLC 0.21% Reduce -3.2% 6,751 $2.5M
Seamount Financial Group Inc. 1.00% Reduce -3.6% 6,746 $2.5M
King Wealth Management Group 0.27% Add +131.4% 6,728 $2.5M
Spahn Wealth & Retirement LLC 1.59% New 6,725 $2.5M
Excalibur Management Corp. 0.81% Add +1.2% 6,665 $2.5M
SpringVest Wealth Management LLC 1.54% Add +0.4% 6,646 $2.4M
Cim, LLC 0.32% Reduce -0.9% 6,636 $2.4M
S.A. Mason LLC 0.75% Add +2.1% 6,630 $2.4M
D'Orazio & Associates, Inc. 0.28% Reduce -17.1% 6,616 $2.4M
NorthCoast Asset Management LLC 0.05% Reduce -0.7% 6,603 $2.4M
Modus Advisors, LLC 0.60% Reduce -0.1% 6,601 $2.4M
Clarus Wealth Advisors 0.94% Add +16.6% 6,490 $2.4M
Kachkovsky & Fisher, Inc. 2.33% — 6,588 $2.4M
Private Harbour Investment Management & Counsel, LLC 2.87% Reduce -2.5% 6,573 $2.4M
Mason & Associates Inc 0.39% Reduce -0.1% 6,567 $2.4M
Aprio Wealth Management, LLC 0.12% Add +2.6% 6,544 $2.4M
F&V Capital Management, LLC 0.44% No change 6,530 $2.4M
Good Steward Wealth Advisors,LLC 1.45% Add +12.3% 6,524 $2.4M
Lederer & Associates Investment Counsel 1.58% No change 6,523 $2.4M
Visionary Horizons, LLC 1.00% Add +27.7% 6,522 $2.4M
Pacific Point Advisors, LLC 1.10% No change 6,516 $2.4M
Zinnia Wealth Advisory, LLC 2.44% Reduce -5.1% 6,500 $2.4M
Holowesko Partners Ltd. 0.61% No change 6,500 $2.4M
First Citizens Bank & Trust Co. 0.04% Reduce -36.6% 6,473 $2.4M
Investment Management Trust, LLC 2.13% Reduce -2.6% 6,447 $2.4M
Innovative Asset Advisors Group, LLC 1.03% Reduce -8.6% 6,419 $2.4M
Cadent Capital Advisors, LLC 0.49% Add +10.8% 6,417 $2.4M
Calton & Associates, Inc. 0.34% Reduce -36.9% 6,393 $2.4M
McHugh Group, LLC 1.21% No change 6,385 $2.4M
Disciplined Investors, L.L.C. 1.18% Reduce -1.9% 6,378 $2.3M
Leavell Investment Management, Inc. 0.09% Add +4.2% 6,348 $2.3M
WorthPointe, LLC 0.59% Reduce -18.5% 6,320 $2.3M
Cowa, LLC 0.63% Reduce -1.5% 6,308 $2.3M
White Lighthouse Investment Management Inc. 0.29% Reduce -8.5% 6,301 $2.3M
Crestwood Advisors Group, LLC 0.03% Reduce -5.9% 6,283 $2.3M
Intellectus Partners, LLC 0.40% Add +2.9% 6,278 $2.3M
High Note Wealth, LLC 0.39% No change 6,235 $2.3M
HM Payson & Co. 0.03% Add +7.3% 6,233 $2.3M
Brick & Kyle, Associates 0.75% No change 5,299 $2.3M
Elevatus Welath Management 0.55% Reduce -42.4% 6,189 $2.3M
Element Pointe Advisors, LLC 0.37% No change 6,187 $2.3M
TBH Global Asset Management, LLC 0.42% Add +0.2% 6,179 $2.3M
Rebalance, LLC 0.12% Reduce -1.3% 6,171 $2.3M
SkyView Investment Advisors, LLC 1.79% Add +1196.2% 6,170 $2.3M
American Institute for Advanced Investment Management, LLP 1.31% Reduce -3.5% 6,167 $2.3M
Austin Wealth Management, LLC 0.48% Reduce -3.3% 6,161 $2.3M
Bradley & Co. Private Wealth Management, LLC 1.08% No change 6,152 $2.3M
BOS Asset Management, LLC 0.53% No change 6,140 $2.3M
Brighton Securities Corp. 0.97% Add +6.2% 6,139 $2.3M
Oarsman Capital, Inc. 0.24% Reduce -6.0% 6,134 $2.3M
Herold Advisors, Inc. 0.45% Reduce -2.5% 6,129 $2.3M
Beirne Wealth Consulting Services, LLC 0.45% Reduce -0.2% 6,103 $2.2M
Cornerstone Planning Group LLC 0.28% Add +4.4% 5,915 $2.2M
Hutchens & Kramer Investment Management Group, LLC 0.60% Reduce -2.5% 6,083 $2.2M
Silverlake Wealth Management LLC 0.42% Reduce -9.8% 6,032 $2.2M
Signature Estate & Investment Advisors LLC 0.04% Add +28.1% 6,029 $2.2M
Account Management LLC 2.24% No change 6,025 $2.2M
Signaturefd, LLC 0.03% Add +1.4% 6,010 $2.2M
Victory Financial Group, LLC 0.23% Add +8.8% 6,009 $2.2M
ZEGA Investments, LLC 0.37% Reduce -6.5% 6,006 $2.2M
Isthmus Partners, LLC 0.21% No change 6,000 $2.2M
Argentarii, LLC 0.67% No change 5,500 $2.2M
Naples Global Advisors, LLC 0.14% Add +2.0% 5,958 $2.2M
Heartwood Wealth Advisors LLC 0.17% Add +6.8% 5,955 $2.2M
Avantax Planning Partners, Inc. 0.05% Reduce -15.3% 5,953 $2.2M
Kerrisdale Advisers, LLC 0.55% New 5,950 $2.2M
United Bank 0.67% Add +38.9% 5,946 $2.2M
O'ROURKE & COMPANY, Inc 0.76% Add +4.3% 5,929 $2.2M
Virtue Capital Management, LLC 0.29% Reduce -73.9% 5,924 $2.2M
Connective Portfolio Management, LLC 3.63% No change 5,915 $2.2M
Oak Family Advisors, LLC 0.63% Reduce -48.1% 5,911 $2.2M
J2 Capital Management Inc 1.46% Reduce -5.2% 5,906 $2.2M
Beese Fulmer Investment Management, Inc. 0.13% Add +1.3% 5,885 $2.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Add +0.8% 5,861 $2.2M
MMBG Investment Advisors Co. 0.17% No change 5,815 $2.1M
Lavelle Capital LP 1.09% No change 5,813 $2.1M
Daymark Wealth Partners, LLC 0.05% Reduce -27.5% 5,804 $2.1M
Vista Investment Partners Ii, LLC 0.84% Add +11.8% 5,788 $2.1M
Tradewinds, LLC. 0.48% New 4,365 $2.1M
Brandywine Oak Private Wealth LLC 0.16% No change 5,766 $2.1M
Pallas Capital Advisors LLC 0.07% Add +20.5% 5,731 $2.1M
Advisors Capital Management, LLC 0.02% Add +18.4% 5,715 $2.1M
Pegasus Asset Management, Inc. 0.60% Reduce -0.1% 5,708 $2.1M
Innova Wealth Partners 0.87% Add +10.2% 5,703 $2.1M
KFG Wealth Management, LLC 0.24% Reduce -0.4% 5,699 $2.1M
Milestone Asset Management, LLC 0.33% Reduce -52.0% 5,696 $2.1M
Pin Oak Investment Advisors Inc. 1.49% No change 5,696 $2.1M
Heritage Oak Wealth Advisors LLC 0.62% Reduce -18.2% 5,672 $2.1M
Doheny Asset Management 1.21% No change 5,670 $2.1M
Simplicity Wealth,LLC 0.07% Add +65.7% 5,666 $2.1M
Ballast Rock Private Wealth LLC 0.96% Reduce -5.0% 5,665 $2.1M
VeraBank, N.A. 0.35% No change 5,662 $2.1M
Fisher Asset Management 0.00% Reduce -33.8% 5,654 $2.1M
Axiom Investment Management LLC 1.39% No change 5,629 $2.1M
Laffer Tengler Investments, Inc. 0.31% No change 5,600 $2.1M
Gables Capital Management Inc. 0.74% No change 5,598 $2.1M
BKM Wealth Management, LLC 0.73% Reduce -12.8% 5,590 $2.1M
Mainstream Capital Management LLC 1.24% Reduce -9.7% 5,585 $2.1M
III Capital Management 0.54% Add +422.1% 5,566 $2.1M
Reyes Financial Architecture, Inc. 1.15% Reduce -11.0% 5,559 $2.0M
Guardian Capital, LLC 1.67% Reduce -48.7% 5,558 $2.0M
Wolff Wiese Magana LLC 0.94% Reduce -2.4% 5,534 $2.0M
Delta Investment Management, LLC 0.34% Reduce -2.0% 5,530 $2.0M
NBT Bank, N.A. 0.13% Reduce -41.6% 5,529 $2.0M
Aberdeen Wealth Management LLC 0.97% Reduce -21.3% 5,502 $2.0M
Bluefin Capital Management, LLC 0.59% Add +161.9% 5,500 $2.0M
Canal Capital Management, LLC 0.25% Add +87.0% 5,485 $2.0M
Lee Danner & Bass Inc. 0.12% Reduce -18.4% 5,479 $2.0M
Markin Asset Management, LP 1.73% Reduce -4.2% 5,476 $2.0M
Harbour Capital Advisors, LLC 0.37% Add +0.8% 5,335 $2.0M
Benchmark Financial Wealth Advisors, LLC 0.49% Add +6.0% 5,439 $2.0M
Moulton Wealth Management, Inc. 1.32% Reduce -0.3% 5,361 $2.0M
Sax Wealth Advisors, LLC 0.08% Add +30.1% 4,651 $2.0M
Moss Adams Wealth Advisors LLC 0.12% No change 5,421 $2.0M
Founders Financial Securities LLC 0.10% Add +2.3% 5,417 $2.0M
Finer Wealth Management, Inc. 0.89% Add +9.9% 5,413 $2.0M
Forbes J M & Co. LLP 0.16% Add +0.1% 5,409 $2.0M
Patten Group, Inc. 0.31% Reduce -4.8% 5,403 $2.0M
Lansing Street Advisors 0.42% Add +6.0% 5,400 $2.0M
Div Capital Phoenix Assets Ltd 0.34% No change 5,400 $2.0M
Meridian Wealth Advisors, LLC 0.23% Reduce -4.5% 5,391 $2.0M
Kimelman & Baird, LLC 0.15% No change 5,390 $2.0M
Secure Asset Management, LLC 0.28% Reduce -10.9% 5,382 $2.0M
Weaver Capital Management LLC 0.44% No change 4,589 $2.0M
Diligent Investors, LLC 0.44% Add +1.9% 5,360 $2.0M
Principle Wealth Partners LLC 0.10% Reduce -0.8% 5,357 $2.0M
Park National Corp. 0.06% Reduce -0.2% 5,336 $2.0M
Kirtland Hills Capital Management, LLC 0.56% Add +15.5% 5,334 $2.0M
Douglass Winthrop Advisors, LLC 0.03% Add +0.9% 5,321 $2.0M
DeepCurrents Investment Group LLC 2.51% Add +77.0% 5,309 $2.0M
Genesis Wealth Advisors, LLC 1.17% No change 5,308 $2.0M
Barings LLC 0.04% No change 5,273 $1.9M
WealthShield Partners, LLC 0.30% Reduce -28.1% 5,268 $1.9M
Stonebridge Financial Group, LLC 0.27% — 5,263 $1.9M
Crewe Advisors LLC 0.14% Add +0.1% 5,248 $1.9M
Essential Investment Partners LLC 1.55% Reduce -1.7% 5,238 $1.9M
Quadcap Wealth Management, LLC 0.19% Reduce -0.1% 5,233 $1.9M
Investment Partners, LTD. 0.60% No change 5,222 $1.9M
Ofc Financial Planning, LLC 1.71% Reduce -0.9% 5,221 $1.9M
Alteri Wealth LLC 0.53% Add +3.0% 5,219 $1.9M
StoryOne LLC 0.90% Add +0.0% 5,198 $1.9M
Schaper Benz & Wise Investment Counsel Inc. 0.13% Reduce -0.3% 5,197 $1.9M
Montecito Bank & Trust 0.29% Reduce -0.1% 5,181 $1.9M
Seeds Investor LLC 0.20% Add +9.7% 5,174 $1.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Add +44.8% 5,160 $1.9M
High Net Worth Advisory Group LLC 0.40% Add +15.6% 5,128 $1.9M
Bogart Wealth, LLC 0.06% Reduce -2.4% 5,123 $1.9M
Hodges Capital Management Inc. 0.12% No change 5,120 $1.9M
Fell Capital Management 1.59% Reduce -4.8% 5,115 $1.9M
Fsa Wealth Partners, Inc. 0.47% Add +21.0% 5,115 $1.9M
Blueshift Asset Management, LLC 0.44% New 5,104 $1.9M
Terra Nova Asset Management LLC 1.15% Reduce -5.6% 5,100 $1.9M
Johnson Bixby & Associates, LLC 0.21% Reduce -0.2% 5,089 $1.9M
Gould Asset Management LLC 0.30% Reduce -0.6% 5,087 $1.9M
Wealthgarden F.S. LLC 1.06% Add +0.3% 5,086 $1.9M
Roan Capital Partners 1.55% New 5,074 $1.9M
Invst, LLC 0.18% Add +31.2% 5,072 $1.9M
Krilogy Financial LLC 0.06% Add +31.3% 5,058 $1.9M
Greenline Partners, LLC 0.19% No change 5,049 $1.9M
ION Fund Management Ltd 0.22% No change 5,045 $1.9M
Darden Wealth Group Inc 0.74% Add +4.6% 5,044 $1.9M
Clear Street Group Inc. 0.01% Reduce -17.3% 5,035 $1.9M
Kera Capital Partners, Inc. 0.18% Add +588.5% 5,033 $1.9M
Towerpoint Wealth, LLC 0.64% Add +0.2% 5,020 $1.8M
Huntleigh Advisors, Inc. 0.26% No change 5,016 $1.8M
Nwi Management LP 0.12% No change 5,000 $1.8M
Colonial Trust Co / SC 0.23% Reduce -1.3% 4,986 $1.8M
Badgley Phelps Wealth Managers, LLC 0.03% Add +0.1% 4,986 $1.8M
Hurley Capital, LLC 0.95% Add +37.7% 4,984 $1.8M
Cozad Asset Management Inc. 0.12% Add +4.2% 4,983 $1.8M
Towne Trust Company, N.A 0.56% Add +13.3% 4,964 $1.8M
Inspire Advisors, LLC 0.13% Add +3.1% 4,951 $1.8M
Keystone Financial Group 0.11% Reduce -12.5% 4,952 $1.8M
Commons Capital, LLC 1.28% Reduce -0.7% 4,949 $1.8M
Westco Advisory Services Inc. 1.10% Reduce -7.8% 4,937 $1.8M
LaSalle St. Investment Advisors, LLC 0.22% Add +0.2% 4,937 $1.8M
Cascade Financial Partners, LLC 0.16% Add +0.4% 4,936 $1.8M
Summit Financial Wealth Advisors, LLC 0.23% Add +8.4% 4,919 $1.8M
Carret Asset Management, LLC 0.16% Add +0.9% 4,915 $1.8M
Macroview Investment Management LLC 1.12% Reduce -55.6% 4,905 $1.8M
Premier Financial Group 0.36% Reduce -3.5% 4,903 $1.8M
Busey Bank 0.04% Add +18.5% 4,883 $1.8M
All Terrain Financial Advisors, LLC 0.38% Add +123.9% 4,878 $1.8M
LCNB Corp. 0.55% Reduce -3.6% 4,877 $1.8M
Values First Advisors, Inc. 0.82% Add +3.0% 4,874 $1.8M
Cedarwood Wealth LLC 1.35% Add +15.1% 4,862 $1.8M
Mission Financial Group, LLC 1.47% — 4,807 $1.8M
Clear Wave Wealth Management LLC 0.39% Reduce -1.4% 4,785 $1.8M
Viawealth, LLC 0.89% Add +28.5% 4,783 $1.8M
Triad Wealth Partners, LLC 0.10% Reduce -9.1% 4,736 $1.8M
Grandview Asset Management LLC 0.44% Reduce -0.0% 4,789 $1.8M
Southeast Asset Advisors, LLC 0.18% Add +4.6% 4,761 $1.8M
Norman Fields, Gottscho Capital Management, LLC 0.53% No change 4,756 $1.8M
Pinnacle Wealth Management Advisory Group, LLC 0.10% Reduce -3.6% 4,743 $1.7M
Hourglass Capital, LLC 0.34% Add +456.5% 4,730 $1.7M
DeDora Capital, Inc. 0.38% Reduce -1.8% 4,728 $1.7M
GFS Advisors, LLC 0.19% Reduce -90.7% 6,293 $1.7M
Beto Financial Group, LLC 0.91% Add +2.3% 4,715 $1.7M
Baxter Bros Inc. 0.20% Add +7.5% 4,672 $1.7M
Kraft, Davis & Associates, LLC 0.36% Add +0.6% 4,595 $1.7M
WealthPlan Investment Management, LLC 0.09% No change 4,646 $1.7M
Hengehold Capital Management LLC 0.13% Add +10.7% 4,635 $1.7M
WealthTrust Asset Management, LLC 0.92% Reduce -3.5% 4,613 $1.7M
Garden State Investment Advisory Services LLC 0.33% Add +51.7% 4,599 $1.7M
Arrowroot Family Office, LLC 0.48% Reduce -12.4% 4,595 $1.7M
SevenBridge Financial Group, LLC 0.25% Reduce -1.7% 4,237 $1.7M
Farmers & Merchants Investments Inc. 0.04% Reduce -1.3% 4,576 $1.7M
URS Advisory LLC 0.94% Add +25.0% 4,575 $1.7M
Hudson Capital Management LLC 0.42% Reduce -0.6% 4,568 $1.7M
Wealth Quarterback LLC 0.52% Add +0.2% 4,564 $1.7M
Insight Wealth Partners, LLC 0.22% Add +1.4% 4,543 $1.7M
LVW Advisors, LLC 0.14% Add +69.5% 4,540 $1.7M
Broadleaf Partners, LLC 0.32% Add +3.8% 4,529 $1.7M
Manchester Capital Management LLC 0.22% Reduce -2.2% 4,505 $1.7M
Simmons Bank 0.09% Add +380.5% 4,502 $1.7M
Verdence Capital Advisors LLC 0.09% Reduce -36.8% 4,496 $1.7M
Black Diamond Financial, LLC 0.15% Add +22.2% 4,493 $1.7M
Fifth Third Wealth Advisors LLC 0.05% Reduce -3.1% 4,473 $1.6M
Pinnacle Wealth Planning Services, Inc. 0.16% No change 4,457 $1.6M
San Luis Wealth Advisors LLC 0.25% Reduce -1.4% 4,425 $1.6M
Beaird Harris Wealth Management, LLC 0.10% Add +11.2% 4,422 $1.6M
Lexington Hill Partners, LLC 0.79% No change 4,421 $1.6M
Financial Management Professionals, Inc. 0.15% Add +0.6% 4,414 $1.6M
Phillips Financial Management, LLC 0.12% Reduce -0.3% 4,410 $1.6M
Roger Wittlin Investment Advisory, LLC 1.27% Add +33.8% 4,399 $1.6M
Community Bank, N.A. 0.17% No change 4,399 $1.6M
Capital Advisors Inc. 0.02% Reduce -12.2% 4,390 $1.6M
CrossGen Wealth, LLC 1.25% Add +0.8% 4,383 $1.6M
CX Institutional 0.05% Add +8.6% 4,362 $1.6M
Azzad Asset Management Inc. 0.14% Add +1.7% 4,350 $1.6M
Wedgewood Investors Inc. 1.65% Reduce -2.3% 4,350 $1.6M
Sulzberger Capital Advisors, Inc. 1.56% Add +3.6% 4,347 $1.6M
Whalerock Point Partners, LLC 0.28% No change 4,340 $1.6M
Saxony Capital Management, LLC 0.73% Add +1.9% 4,337 $1.6M
DiPaolo Financial Group, Inc. 1.04% Reduce -1.3% 4,332 $1.6M
Bartlett & Co. Wealth Management LLC 0.02% No change 4,331 $1.6M
Fund Advisors of America Inc 1.45% Reduce -2.4% 4,323 $1.6M
Retirement Income Solutions, Inc. 0.27% No change 3,698 $1.6M
Nilsine Partners, LLC 0.11% No change 4,317 $1.6M
Alterna Wealth Management, Inc. 0.91% Reduce -28.2% 4,314 $1.6M
Quaker Wealth Management, LLC 0.46% Add +13.2% 4,312 $1.6M
Ellis Investment Partners, LLC 0.24% Reduce -8.9% 4,306 $1.6M
ARS Investment Partners, LLC 0.07% Reduce -13.6% 4,304 $1.6M
Jamison Private Wealth Management, Inc. 0.16% No change 4,302 $1.6M
Quantum Financial Partners LLC 0.81% — 4,287 $1.6M
Copley Financial Group, Inc. 0.95% Add +485.6% 4,281 $1.6M
Shearwater Capital LLC 0.75% No change 4,278 $1.6M
JFS Wealth Advisors, LLC 0.08% Reduce -3.3% 4,267 $1.6M
Paragon Private Wealth Management, LLC 0.41% Add +9.3% 4,262 $1.6M
First Business Financial Services, Inc. 0.12% No change 4,247 $1.6M
Wimmer Associates 1, LLC 0.71% Add +1.1% 4,245 $1.6M
Activest Wealth Management 0.30% Reduce -8.5% 4,227 $1.6M
Fourth Dimension Wealth, LLC 0.49% Reduce -59.7% 4,226 $1.6M
SHP Wealth Management 0.11% Reduce -27.9% 4,226 $1.6M
Venture Visionary Partners LLC 0.04% Add +0.4% 4,205 $1.5M
Childress Capital Advisors, LLC 0.25% Add +355.6% 4,196 $1.5M
Harrington Investments, INC 0.75% No change 4,191 $1.5M
Nicholson Wealth Management Group, LLC 0.91% Reduce -2.9% 4,182 $1.5M
Houlihan Financial Resource Group, Ltd. 0.55% Reduce -0.7% 4,175 $1.5M
PlanVest Financial, Inc 1.03% Reduce -2.4% 4,166 $1.5M
Cogent Private Wealth, Inc. 0.95% Reduce -51.0% 4,138 $1.5M
Marnell Management LLC 0.77% No change 4,121 $1.5M
Appleton Partners Inc. 0.09% Add +0.4% 4,104 $1.5M
Charles Schwab Trust Co 0.08% New 4,100 $1.5M
First City Capital Management, Inc. 0.73% Reduce -2.1% 4,094 $1.5M
Arbor Wealth Management LLC\AZ 1.33% Add +4.7% 4,073 $1.5M
Blue Bell Private Wealth Management, LLC 0.19% No change 4,067 $1.5M
Rik Saylor Financial, Inc. 0.99% Reduce -0.6% 4,060 $1.5M
Columbia Asset Management 0.26% No change 4,055 $1.5M
Sweeney & Michel, LLC 0.39% Add +0.6% 3,747 $1.5M
United Financial Planning Group LLC 0.76% Add +3.2% 4,047 $1.5M
Chevy Chase Trust Holdings, LLC 0.00% Reduce -4.0% 4,041 $1.5M
Waldron Private Wealth LLC 0.05% Reduce -5.8% 4,040 $1.5M
Capstone Wealth Management Group, Inc. 0.89% — 4,016 $1.5M
Forte Asset Management LLC 0.60% Reduce -5.3% 4,013 $1.5M
Daytona Street Capital LLC 1.08% Reduce -2.3% 3,925 $1.5M
First United Bank & Trust 0.42% Reduce -23.8% 4,008 $1.5M
Access Financial Services, Inc. 0.48% Add +13.2% 4,065 $1.5M
JB Capital LLC 0.05% Add +52.0% 4,004 $1.5M
Flagstar Securities, Inc. 0.45% Add +39.5% 4,001 $1.5M
PDS Planning, Inc 0.09% Reduce -5.2% 3,997 $1.5M
MFA Wealth Services 0.88% Reduce -5.6% 3,984 $1.5M
Turtle Creek Wealth Advisors, LLC 0.08% No change 3,983 $1.5M
Hilltop National Bank 0.31% No change 3,981 $1.5M
RIA Advisory Group LLC 0.32% Add +0.8% 3,963 $1.5M
Spinnaker Trust 0.07% Add +0.3% 3,957 $1.5M
Glenview Trust Co 0.02% Add +3.1% 3,957 $1.5M
Navellier & Associates Inc. 0.12% Reduce -1.9% 3,954 $1.5M
Advisor OS, LLC 0.10% Reduce -7.4% 3,954 $1.5M
Waterloo Capital, L.P. 0.08% Reduce -29.8% 3,940 $1.5M
Winthrop Capital Management, LLC 0.35% Reduce -3.3% 3,930 $1.4M
WealthPLAN Partners, LLC 0.28% Add +6.1% 3,920 $1.4M
NorthCrest Asset Manangement, LLC 0.04% Add +1.8% 3,818 $1.4M
First National Bank of Omaha 0.04% Reduce -0.5% 3,914 $1.4M
Pacific Sage Partners, LLC 0.21% No change 3,916 $1.4M
BridgePort Financial Solutions, LLC 0.37% Add +11.6% 3,914 $1.4M
Tactive Advisors, LLC 0.35% Add +18.9% 3,910 $1.4M
BLB&B Advisors, LLC 0.05% Reduce -0.7% 3,909 $1.4M
Legacy Financial Advisors, Inc. 0.18% No change 3,906 $1.4M
International Private Wealth Advisors LLC 0.74% Add +5.4% 3,906 $1.4M
N.E.W. Advisory Services LLC 0.10% Add +3.1% 3,906 $1.4M
Peak Wealth Management LLC 1.01% Add +9.8% 3,905 $1.4M
Everest Financial Group LLC 0.19% Add +0.9% 3,893 $1.4M
Wealth Advisors of Iowa, LLC 0.39% Reduce -0.6% 3,873 $1.4M
Diversified Enterprises, LLC 0.07% Reduce -1.3% 3,871 $1.4M
Investment Counsel Co. of Nevada 2.65% New 3,859 $1.4M
Game Creek Capital, LP 0.61% Reduce -18.9% 3,850 $1.4M
Milestones Private Investment Advisors LLC 1.13% Reduce -0.0% 3,849 $1.4M
Valliance Asset Management Ltd 0.16% New 3,840 $1.4M
WASHINGTON TRUST Co 0.04% Reduce -6.7% 3,836 $1.4M
Rossby Financial, LCC 0.26% Reduce -29.4% 3,828 $1.4M
Chemistry Wealth Management LLC 0.23% Add +1.8% 3,813 $1.4M
Welch & Forbes LLC 0.02% Add +10.9% 3,807 $1.4M
Venturi Wealth Management, LLC 0.05% Add +1.6% 3,798 $1.4M
Stelac Advisory Services LLC 0.26% Reduce -5.2% 3,796 $1.4M
Tsfg, LLC 0.18% Add +6.7% 3,789 $1.4M
Summa Corp. 0.44% No change 3,788 $1.4M
Compass Financial Management LLC 0.17% — 3,742 $1.4M
Outlook Wealth Advisors, LLC 0.30% Add +15.7% 3,781 $1.4M
Fairfield, Bush & Co. 0.69% Add +1.9% 3,783 $1.4M
D L Carlson Investment Group Inc. 0.22% Reduce -17.3% 3,779 $1.4M
Schmidt P J Investment Management Inc. 0.22% Reduce -1.3% 3,774 $1.4M
Private Client Services, LLC 0.36% Reduce -17.5% 3,763 $1.4M
Private Wealth Asset Management, LLC 0.13% Reduce -27.2% 3,758 $1.4M
Legacy Solutions, LLC 1.12% No change 3,750 $1.4M
James Investment Research, Inc. 0.14% Reduce -0.2% 3,749 $1.4M
Berger Financial Group, Inc 0.07% Add +2.9% 3,740 $1.4M
Arq Wealth Advisors, LLC 0.17% New 3,618 $1.4M
Benson Wealth Management INC 1.37% Add +10.0% 3,706 $1.4M
Cascades Capital Asset Management, LLC 0.51% Reduce -32.6% 3,678 $1.4M
Rothschild Investment LLC 0.05% Add +8.9% 3,672 $1.4M
Bensler, LLC 0.12% Reduce -0.7% 3,669 $1.4M
One Wealth Advisors, LLC 0.15% No change 3,669 $1.4M
Horizon Kinetics Asset Management LLC 0.02% Reduce -5.5% 3,650 $1.3M
Ameliora Wealth Management Ltd. 0.40% Add +0.5% 3,649 $1.3M
Power Wealth Management LLC 0.46% Add +170.8% 3,648 $1.3M
Pinnacle Bancorp, Inc. 0.35% No change 3,647 $1.3M
Mechanics Bank Trust Department 0.17% Add +0.8% 3,642 $1.3M
Corsair Capital Management, L.P. 0.17% No change 3,640 $1.3M
Advisors Preferred, LLC 0.21% Reduce -37.8% 3,546 $1.3M
Stonehaven Wealth & Tax Solutions, LLC 1.07% Add +0.5% 3,638 $1.3M
Mainsail Asset Management, LLC 0.52% Reduce -0.6% 3,623 $1.3M
First American Trust, FSB 0.08% Add +17.1% 3,613 $1.3M
Chico Wealth RIA 0.69% Add +0.0% 3,601 $1.3M
Oath Planning, LLC 0.98% Add +18.7% 3,592 $1.3M
Providence First Trust Co 0.37% Add +6.8% 3,585 $1.3M
Glen Eagle Advisors, LLC 0.17% Add +0.5% 3,578 $1.3M
NFSG Corp 0.16% Add +19.0% 3,576 $1.3M
Winthrop Advisory Group LLC 0.09% Add +31.4% 3,571 $1.3M
American Capital Advisory, LLC 0.48% Reduce -3.3% 3,569 $1.3M
TRB Wealth Management, LLC 0.17% Reduce -3.6% 3,567 $1.3M
Wingate Wealth Advisors, Inc. 0.58% Add +0.1% 3,545 $1.3M
Tradition Wealth Management, LLC 0.08% Add +5.9% 3,543 $1.3M
Creative Financial Designs Inc. 0.06% Add +4.8% 3,525 $1.3M
Intesa Sanpaolo Wealth Management 0.26% Add +6.3% 3,520 $1.3M
Mairs & Power Inc. 0.01% Add +145.8% 3,515 $1.3M
Embree Financial Group 0.13% Add +3.2% 3,505 $1.3M
Thomasville National Bank 0.07% — 3,505 $1.3M
Capital Advisors, Ltd. LLC 0.13% Reduce -1.1% 3,500 $1.3M
Adkins Seale Capital Management LLC 1.15% Reduce -0.1% 3,498 $1.3M
Reynders McVeigh Capital Management, LLC 0.06% No change 3,488 $1.3M
Oder Investment Management, LLC 0.86% No change 3,476 $1.3M
Regatta Capital Group, LLC 0.17% Add +3.7% 3,466 $1.3M
Ehrenkranz Partners L.P. 0.73% No change 3,455 $1.3M
Alta Wealth Advisors LLC 0.34% Reduce -1.1% 3,450 $1.3M
Foguth Wealth Management, LLC. 0.14% Reduce -0.7% 3,457 $1.3M
626 Financial, LLC 0.50% Add +2.8% 3,445 $1.3M
Volterra Technologies LP 0.81% Add +4044.6% 3,440 $1.3M
New Wave Wealth Advisors LLC 0.34% Add +11.5% 3,404 $1.3M
Ferguson Wellman Capital Management, Inc. 0.02% Reduce -1.0% 3,395 $1.3M
Aventura Private Wealth, LLC 0.38% Add +3.0% 3,390 $1.2M
Aspen Investment Management Inc 0.34% Reduce -29.6% 3,389 $1.2M
Pinnacle Family Advisors, LLC 0.52% Reduce -7.3% 3,377 $1.2M
Hohimer Wealth Management, LLC 0.13% Reduce -1.6% 3,377 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.49% No change 3,370 $1.2M
Cidel Asset Management Inc. 0.06% Add +0.0% 3,369 $1.2M
SYM FINANCIAL Corp 0.10% Reduce -9.9% 3,368 $1.2M
Oceanside Advisors LLC 0.62% Add +0.0% 3,355 $1.2M
ZWJ Investment Counsel Inc. 0.04% Add +2.0% 3,353 $1.2M
Black Swift Group, LLC 0.18% Add +11.7% 3,350 $1.2M
Clay Northam Wealth Management, LLC 0.61% Reduce -25.6% 3,345 $1.2M
Sprott Inc. 0.04% Reduce -0.7% 3,345 $1.2M
Legacy Capital Wealth Partners, LLC 0.24% Add +2.3% 3,342 $1.2M
Cercano Management LLC 0.16% New 3,341 $1.2M
Orgel Wealth Management, LLC 0.02% No change 3,341 $1.2M
Guardian Wealth Advisors, LLC / NC 0.07% Add +105.8% 3,340 $1.2M
Alvarez & Marsal Private Wealth Partners, LLC 0.16% No change 3,335 $1.2M
Dunhill Financial, LLC 0.25% Add +2.3% 3,320 $1.2M
Azimuth Capital Investment Management LLC 0.04% Reduce -1.8% 3,320 $1.2M
Cardinal Point Capital Management ULC 0.07% Add +3.8% 3,317 $1.2M
Hardin Capital Partners, LLC 0.57% No change 3,304 $1.2M
Quadrant Capital Group LLC 0.03% No change 3,309 $1.2M
RB Capital Management, LLC 0.25% Add +1.9% 3,303 $1.2M
Founders Financial Alliance, LLC 0.16% Add +40.1% 3,301 $1.2M
Flow Traders U.S. LLC 0.05% New 3,302 $1.2M
MBA Advisors LLC 0.41% Reduce -10.3% 3,298 $1.2M
Smartleaf Asset Management LLC 0.04% No change 3,289 $1.2M
Winmill & Co. Inc. 0.27% No change 3,290 $1.2M
Fragasso Financial Advisors Inc 0.06% No change 3,280 $1.2M
Clark Wealth Partners 0.68% Reduce -0.3% 3,276 $1.2M
RKL Wealth Management LLC 0.10% No change 3,275 $1.2M
Upper Left Wealth Management, LLC 0.67% Reduce -0.8% 3,272 $1.2M
Smith Shellnut Wilson LLC 0.45% Reduce -5.9% 3,272 $1.2M
Zuckerman Investment Group, LLC 0.10% No change 3,266 $1.2M
FSM Wealth Advisors, LLC 0.13% Reduce -0.6% 3,258 $1.2M
Oxford Financial Group, LTD. LLC 0.06% Reduce -0.8% 3,254 $1.2M
Troutman Wealth Management, LLC 0.92% Reduce -1.5% 3,253 $1.2M
Oak Grove Capital LLC 0.09% Add +44.4% 3,250 $1.2M
First Foundation Advisors 0.04% Reduce -4.2% 3,247 $1.2M
B.O.S.S. Retirement Advisors, LLC 0.32% Add +5.2% 3,244 $1.2M
Entrewealth, LLC 0.44% Add +2.2% 3,058 $1.2M
Crumly & Associates Inc. 0.23% Reduce -32.0% 3,232 $1.2M
RMR Capital Management, LLC 0.82% No change 3,231 $1.2M
Donaldson Capital Management, LLC 0.03% Add +406.4% 3,221 $1.2M
VestGen Investment Management 0.63% Add +18.1% 3,219 $1.2M
Mather Group, Llc. 0.01% Add +65.1% 3,210 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.6% 3,201 $1.2M
Smithbridge Asset Management Inc. 0.16% Reduce -13.5% 3,200 $1.2M
Pacific Center for Financial Services 0.26% Add +2.0% 3,190 $1.2M
Members Trust Co 0.04% Add +3.6% 3,180 $1.2M
Amara Financial, Llc. 0.70% Reduce -0.6% 3,178 $1.2M
BSW Wealth Partners 0.13% Add +12.0% 3,174 $1.2M
Quintet Private Bank (Europe) S.A. 0.07% Reduce -58.1% 3,172 $1.2M
Hazlett, Burt & Watson, Inc. 0.31% Add +1.0% 3,182 $1.2M
Rakuten Securities, Inc. 0.27% Reduce -25.3% 3,169 $1.2M
Allen Capital Group, LLC 0.09% Add +2.2% 3,142 $1.2M
NTV Asset Management LLC 0.11% No change 3,128 $1.2M
Fortune Financial Group, Inc. 0.90% New 3,126 $1.2M
Sentinel Pension Advisors, LLC 0.15% Add +1.0% 3,116 $1.1M
Claro Advisors Inc. 0.12% Reduce -22.8% 3,114 $1.1M
Sand Hill Global Advisors, LLC 0.03% Add +22.7% 3,114 $1.1M
WESCAP Management Group, Inc. 0.21% Reduce -0.4% 3,100 $1.1M
Innealta Capital, LLC 0.61% Reduce -2.9% 3,088 $1.1M
Camden National Bank 0.15% Add +2.8% 3,088 $1.1M
Slocum, Gordon & Co LLP 0.76% Add +369.0% 3,086 $1.1M
Pettyjohn, Wood & White, Inc. 0.17% No change 3,085 $1.1M
Burns J W & Co. Inc. 0.12% Reduce -4.9% 3,075 $1.1M
Sage Private Wealth Group, LLC 0.51% No change 3,070 $1.1M
One Charles Private Wealth Services, LLC 0.26% Add +0.1% 3,069 $1.1M
Vertex Planning Partners, LLC 0.17% Reduce -2.3% 3,065 $1.1M
Lumbard & Kellner, LLC 0.34% Add +3.7% 3,062 $1.1M
Richmond Investment Services, LLC 0.36% Reduce -50.9% 3,057 $1.1M
Kathmere Capital Management, LLC 0.06% Reduce -4.2% 3,057 $1.1M
Colton Groome Financial Advisors, LLC 0.27% Add +47.9% 3,055 $1.1M
Lodestone Wealth Management LLC 0.40% Reduce -0.7% 3,052 $1.1M
Total Wealth Planning & Management, Inc. 0.81% Reduce -9.1% 3,050 $1.1M
SMI Advisory Services, LLC 0.18% Reduce -97.5% 2,939 $1.1M
Vericrest Private Wealth 1.00% Reduce -0.3% 3,048 $1.1M
Gerald Baker Financial Group LLC 0.32% Reduce -1.3% 3,044 $1.1M
Valley Financial Group, Inc. 0.55% Reduce -1.3% 3,041 $1.1M
Keating Financial Advisory Services, Inc. 0.15% Reduce -10.2% 3,038 $1.1M
McAdam, LLC 0.04% Add +263.0% 7,417 $1.1M
Jmac Enterprises LLC 0.19% Reduce -3.3% 3,025 $1.1M
Gratus Wealth Advisors, LLC 0.14% No change 3,020 $1.1M
Strategies Wealth Advisors, LLC 0.10% Reduce -0.4% 3,018 $1.1M
Hudock, Inc. 0.14% Add +0.3% 3,013 $1.1M
First Commonwealth Financial Corp 0.15% Add +2.4% 3,002 $1.1M
JMG Financial Group, Ltd. 0.03% Add +18.8% 3,001 $1.1M
Wilmar Advisors LLC 0.80% No change 3,000 $1.1M
IvyRock Asset Management (HK) Ltd 0.62% No change 3,000 $1.1M
Xcel Wealth Management, LLC 0.27% No change 3,000 $1.1M
Timber Creek Capital Management LLC 0.23% No change 3,000 $1.1M
Caerus Investment Advisors, LLC 0.37% No change 2,999 $1.1M
Sage Mountain Advisors LLC 0.07% No change 2,994 $1.1M
Larry Mathis Financial Planning, LLC 0.84% Add +5.8% 2,993 $1.1M
SkyOak Wealth, LLC 0.18% No change 2,992 $1.1M
Commonwealth Financial Services, LLC 0.15% Reduce -5.0% 2,992 $1.1M
Well Done, LLC 0.15% Add +2.1% 2,986 $1.1M
Capital Advisors Wealth Management, LLC 0.13% No change 2,982 $1.1M
Tidemark, LLC 0.25% Add +5.3% 2,978 $1.1M
Archer Investment Corp 0.21% Reduce -3.2% 2,976 $1.1M
Fiduciary Financial Advisors 0.11% New 2,981 $1.1M
GGM Financial LLC 0.41% No change 2,970 $1.1M
Dearborn Partners LLC 0.06% Reduce -13.8% 2,967 $1.1M
Alliance Wealth Advisors, LLC 0.21% Add +9.0% 2,960 $1.1M
MSH Capital Advisors LLC 0.19% Reduce -2.4% 2,957 $1.1M
Lazari Capital Management, Inc. 0.34% Add +10.0% 2,954 $1.1M
Gen-Wealth Partners Inc 0.30% Reduce -4.6% 2,941 $1.1M
Cooper Financial Group 0.09% Reduce -2.5% 2,938 $1.1M
Revolve Wealth Partners, LLC 0.11% Add +381.8% 2,934 $1.1M
Financial Partners Group, Inc 0.11% Add +0.7% 2,927 $1.1M
Howe & Rusling Inc. 0.06% Add +6.3% 2,926 $1.1M
TCFG Investment Advisors, LLC 0.36% Add +4.7% 2,925 $1.1M
Glaxis Capital Management, LLC 2.16% Add +217.4% 2,920 $1.1M
Klingman & Associates, LLC 0.05% No change 2,919 $1.1M
Legacy Wealth Partners, LLC 0.24% Reduce -28.0% 2,910 $1.1M
Breakwater Investment Management 0.36% Reduce -4.2% 2,903 $1.1M
Thompson David Blair 0.53% Reduce -1.7% 2,900 $1.1M
Beacon Capital Management, LLC 0.16% Reduce -13.8% 2,900 $1.1M
Jacobsen Capital Management 0.31% No change 2,898 $1.1M
Royal Palms Capital LLC 0.94% Add +1.3% 2,892 $1.1M
Heritage Investors Management Corp. 0.03% Reduce -1.0% 2,888 $1.1M
Fiduciary Alliance LLC 0.07% Reduce -1.0% 2,883 $1.1M
Trifecta Capital Advisors, LLC 0.14% Reduce -1.2% 2,877 $1.1M
Nicolet Bankshares Inc. 0.03% Add +36.8% 2,842 $1.1M
BlueSky Wealth Advisors, LLC 0.12% Add +33.5% 2,867 $1.1M
M. Kraus & Co 0.28% No change 2,865 $1.1M
Rosenberg Matthew Hamilton 0.20% No change 2,863 $1.1M
Hapanowicz & Associates Financial Services, Inc 0.33% Add +68.5% 2,856 $1.1M
55 North Private Wealth, LLC 0.21% No change 2,845 $1.0M
Colter Lewis Investment Partners LLC 0.46% New 2,831 $1.0M
Accelerate Investment Advisors LLC 0.60% Reduce -2.0% 2,828 $1.0M
Marino, Stram & Associates LLC 0.17% Add +0.9% 2,828 $1.0M
Wilkinson Global Asset Management LLC 0.08% Reduce -4.3% 2,820 $1.0M
Harmony Asset Management LLC 0.28% Add +66.8% 2,813 $1.0M
Petix & Botte Co 0.21% Add +100.0% 2,812 $1.0M
Hartford Financial Management Inc. 0.23% No change 2,805 $1.0M
Reliant Investment Partners, LLC 0.70% Reduce -3.4% 2,804 $1.0M
Aspiriant, LLC 0.03% No change 2,804 $1.0M
Legacy Wealth Managment, LLC 0.43% Add +14.9% 2,802 $1.0M
Granite FO LLC 0.55% No change 2,800 $1.0M
Hillcrest Wealth Advisors - NY, LLC 0.37% No change 2,800 $1.0M
Synergy Asset Management, LLC 0.10% Reduce -83.7% 2,799 $1.0M
SageView Advisory Group, LLC 0.03% Add +0.7% 2,796 $1.0M
Heritage Wealth Advisors 0.04% Add +23.1% 2,791 $1.0M
Morton Capital Management LLC 0.14% Reduce -7.5% 2,790 $1.0M
Bank of Hawaii 0.05% Add +7.3% 2,776 $1.0M
Finivi Inc. 0.52% Reduce -25.8% 2,767 $1.0M
Atwater Malick LLC 0.22% No change 2,764 $1.0M
MADDEN SECURITIES Corp 0.28% Reduce -0.2% 2,763 $1.0M
Stamos Capital Partners, L.P. 0.16% Add +63.6% 2,763 $1.0M
Compass Wealth Management LLC 0.19% New 2,762 $1.0M
Lam Group, Inc. 0.50% No change 2,755 $1.0M
Cambria Investment Management, L.P. 0.05% Add +1.8% 2,749 $1.0M
Empowered Funds, LLC 0.01% Reduce -3.8% 2,749 $1.0M
NerdWallet Wealth Partners, LLC 0.35% Reduce -3.7% 2,746 $1.0M
WT Wealth Management 0.28% Reduce -4.8% 2,746 $1.0M
Cornerstone Advisors Asset Management, LLC 0.13% Reduce -21.1% 2,746 $1.0M
Cambridge Advisors Inc. 0.17% Add +1.4% 2,740 $1.0M
Luts & Greenleigh Group, Inc. 0.76% Reduce -1.4% 2,737 $1.0M
Autumn Glory Partners, LLC 0.29% Reduce -41.9% 2,733 $1.0M
BostonPremier Wealth LLC 0.43% Reduce -1.8% 2,724 $1.0M
Mezzasalma Advisors, LLC 0.20% Add +2.3% 2,723 $1.0M
Mayfair Advisory Group, LLC 0.30% No change 2,692 $1.0M
A. D. Beadell Investment Counsel, Inc. 0.64% Reduce -0.6% 2,715 $1.0M
Caitlin John, LLC 0.55% Reduce -36.3% 2,714 $1000K
Buck Wealth Strategies, LLC 0.10% Reduce -9.8% 2,713 $1000K
Single Point Partners, LLC 0.18% Add +0.4% 2,710 $998K
Advisory Alpha, LLC 0.02% Reduce -9.7% 2,697 $994K
J Hagan Capital, Inc. 0.46% Reduce -1.6% 2,693 $992K
One Day In July LLC 0.07% Reduce -0.3% 2,689 $991K
Steel Grove Capital Advisors, LLC 0.09% Add +20.3% 2,682 $988K
Cambridge Financial Group, LLC 0.31% Reduce -11.1% 2,672 $984K
Kanawha Capital Management LLC 0.06% Reduce -12.2% 2,671 $984K
PYA Waltman Capital, LLC 0.23% No change 2,670 $983K
Cresta Advisors, Ltd. 0.35% No change 2,666 $982K
GW Henssler & Associates Ltd. 0.04% Reduce -2.7% 2,664 $981K
Indiana Trust & Investment Management Co 0.27% No change 2,664 $981K
Fulton Breakefield Broenniman LLC 0.06% Add +7.0% 2,660 $980K
HBW Advisory Services LLC 0.09% Reduce -29.9% 2,659 $980K
Wilkins Miller Wealth Management, LLC 0.54% Add +1.0% 2,657 $979K
Nalls Sherbakoff Group, LLC 0.69% No change 2,649 $976K
Jupiter Wealth Management LLC 0.39% Reduce -36.2% 2,645 $974K
Torrey-Payne Wealth Management, LLC 0.80% Add +3.4% 2,643 $974K
Leo H. Evart, Inc. 0.77% Reduce -5.6% 2,642 $973K
Miramar Capital, LLC 0.21% No change 2,640 $973K
Thompson Davis & Co., Inc. 0.58% Reduce -0.2% 2,635 $971K
Clark Asset Management, LLC 0.08% Reduce -15.2% 2,635 $971K
August Group Capital Ltd 1.06% Reduce -6.1% 2,622 $966K
Destiny Capital Corp 0.45% Reduce -10.3% 2,618 $965K
180 Wealth Advisors, LLC 0.10% Add +1.6% 2,612 $962K
Heritage Investment Group, Inc. 0.13% Reduce -2.6% 2,611 $962K
Essex Bank 0.21% Add +19.1% 2,609 $961K
Paragon Financial Partners, Inc. 0.52% Add +2.3% 2,585 $960K
WealthSpring Partners, LLC 0.82% No change 2,602 $958K
Corps Capital Advisors, LLC 0.77% No change 2,593 $955K
Elevation Advisory Partners LLC 0.98% Reduce -35.9% 2,597 $955K
Bucket List Wealth Management, LLC 0.47% Reduce -3.1% 2,588 $953K
MBE Wealth Management, LLC 0.33% Add +0.4% 2,586 $953K
Byrne Asset Management LLC 0.52% Reduce -34.4% 2,581 $951K
Galvin, Gaustad & Stein, LLC 0.07% Add +18.2% 2,580 $950K
Doliver Advisors, LP 0.21% Add +143.6% 2,577 $949K
Global Financial Private Client, LLC 0.26% Add +2.8% 2,574 $948K
Sunstone Asset Management, LP 1.02% No change 2,560 $943K
Atlas Capital Advisors Inc. 0.10% Add +9.4% 2,560 $943K
SAM Advisors, LLC 0.26% No change 2,556 $942K
Spartan Wealth Advisory Services LLC 0.08% Add +19.4% 2,555 $941K
Orleans Capital Management Corp. 0.49% No change 2,550 $939K
Provenance Wealth Advisors, LLC 0.09% No change 2,543 $937K
First Trust Advisors LP 0.00% Add +4.7% 2,541 $936K
Global View Capital Management LLC 0.19% Reduce -17.0% 2,540 $936K
Successful Portfolios LLC 0.44% Add +3.4% 2,475 $934K
Tennessee Valley Asset Management Partners 0.10% Add +0.9% 2,530 $932K
Indie Asset Partners, LLC 0.89% Add +3.6% 2,527 $931K
MN Wealth Advisors, LLC 0.40% Reduce -5.8% 2,527 $931K
Wallace Hart LLC 0.58% Add +22.8% 2,525 $930K
Davis R M Inc. 0.01% No change 2,524 $930K
Meadowbrook Advisors Group, LLC 0.50% No change 2,523 $929K
Cordatus Wealth Management LLC 0.20% New 2,521 $929K
Midwest Financial Network, LLC 0.63% Add +36.2% 2,519 $928K
Coppell Advisory Solutions LLC 0.08% New 2,656 $926K
Darwin Wealth Management, LLC 0.25% No change 2,514 $926K
Palisade Capital Management, LP 0.04% Reduce -5.9% 2,514 $926K
Forza Wealth Management, LLC 0.28% No change 2,510 $925K
Hyundai Investments Co., Ltd. 1.00% Reduce -70.3% 2,504 $923K
Maripau Wealth Management LLC 0.33% Add +0.1% 2,502 $922K
Archford Capital Strategies, LLC 0.09% No change 2,492 $918K
Calamos Wealth Management LLC 0.03% Reduce -33.0% 2,492 $918K
Post Resch Tallon Group Inc. 0.63% Add +2.1% 2,472 $911K
Pavion Blue Capital, LLC 0.36% No change 2,461 $907K
Patriot Financial Group Insurance Agency, LLC 0.09% Reduce -52.5% 2,460 $906K
Meridian Wealth Partners, LLC 0.11% No change 2,442 $900K
Kohmann Bosshard Financial Services, LLC 0.08% No change 2,441 $899K
SouthState Bank Corp 0.04% Reduce -15.1% 2,424 $893K
ProVise Management Group, LLC 0.06% No change 2,420 $891K
Tolleson Wealth Management, Inc. 0.12% Reduce -1.6% 2,417 $890K
Smith & Howard Wealth Management, LLC 0.18% Reduce -15.0% 2,416 $890K
Nemes Rush Group LLC 0.07% No change 2,415 $890K
James J. Burns & Company, LLC 0.10% Add +38.5% 2,410 $888K
Tranquilli Financial Advisor LLC 0.48% Reduce -15.9% 2,409 $887K
Telos Capital Management, Inc. 0.08% Reduce -3.4% 2,405 $886K
Chesapeake Wealth Management 0.25% No change 2,403 $885K
Old Port Advisors 0.17% Reduce -1.4% 2,402 $885K
Southland Equity Partners LLC 0.15% No change 2,391 $881K
Stratos Investment Management, LLC 0.03% Reduce -2.5% 2,381 $877K
MidFirst Bank 0.06% No change 2,371 $873K
Wealthspan Partners, LLC 0.27% Reduce -4.1% 2,362 $870K
Plimoth Trust Co. LLC 0.17% No change 2,361 $870K
Greenleaf Trust 0.01% Reduce -10.1% 2,361 $870K
Robinswood Financial LLC 0.25% Reduce -0.0% 2,359 $869K
Allegheny Financial Group 0.09% Add +3.5% 2,356 $868K
Penobscot Investment Management Company, Inc. 0.06% Reduce -2.1% 2,353 $867K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -17.7% 2,345 $866K
Integrity Financial Corp 0.41% Reduce -7.0% 2,351 $866K
Merrion Investment Management Co, LLC 0.41% Add +17.5% 2,350 $866K
Wise Wealth Partners 1.47% Reduce -83.6% 2,349 $865K
Net Worth Advisory Group 0.22% Reduce -71.1% 2,348 $865K
jvl associates llc 0.24% No change 2,344 $863K
Tucker Asset Management LLC 0.21% New 2,344 $863K
Apriem Advisors 0.07% No change 2,342 $863K
Abacus Planning Group, Inc. 0.11% No change 2,324 $856K
Silver Grove Financial Group, Inc. 0.46% Add +11.7% 2,323 $856K
Cane Capital Partners, LLC 0.34% Add +65.6% 2,312 $852K
Twin Lakes Capital Management, LLC 0.33% No change 2,310 $851K
Basecamp Wealth Advisors LLC 0.16% Add +14.9% 2,308 $850K
Vaquero Private Wealth, Ltd. 0.17% — 2,306 $849K
Frontier Asset Management, LLC 0.15% Add +2.5% 2,306 $849K
Connecticut Wealth Management, LLC 0.03% Add +9.0% 2,302 $848K
Hikari Tsushin, Inc. 0.06% Add +360.0% 2,300 $847K
Nuveen, LLC 0.00% New 2,298 $847K
Strategic Advisors LLC 0.19% Add +1.5% 2,298 $847K
Investment Advisory Group, LLC 0.18% Reduce -28.8% 2,296 $846K
Highview Capital Management LLC 0.24% No change 2,290 $844K
Alchemi Wealth, LLC 0.39% Reduce -2.9% 2,281 $840K
Formidable Asset Management, LLC 0.13% Reduce -19.0% 1,951 $839K
Safeguard Investment Advisory Group, LLC 0.19% Add +12.9% 2,277 $839K
Principal Financial Group Inc. 0.00% No change 2,276 $838K
Heritage Trust Co 0.07% No change 2,274 $838K
Winch Advisory Services, LLC 0.17% No change 2,273 $837K
Patron Partners, LLC 0.32% Reduce -1.8% 2,270 $836K
Ritter Daniher Financial Advisory LLC / DE 0.13% Add +0.6% 2,270 $836K
Atalanta Sosnoff Capital, LLC 0.01% Reduce -17.1% 2,269 $836K
Financial Sense Advisors, Inc. 0.18% No change 2,265 $834K
Intellus Advisors LLC 0.10% No change 2,263 $834K
TCI Wealth Advisors, Inc. 0.04% Add +6.7% 2,261 $833K
Aire Advisors, LLC 0.14% Add +32.3% 2,260 $833K
West Paces Advisors Inc. 0.14% Reduce -4.2% 2,258 $832K
Grandfield & Dodd, LLC 0.04% No change 2,254 $830K
Strategic Financial Concepts, LLC 0.25% Reduce -66.2% 2,251 $829K
Chesapeake Asset Management LLC 0.63% Reduce -1.9% 5,182 $828K
Vienna Asset Management LLC 0.59% Reduce -50.9% 2,246 $827K
LGL Partners, LLC 0.30% No change 2,245 $827K
Retirement Management Systems Inc. 0.17% Add +2.6% 2,245 $827K
Quadrant Private Wealth Management, LLC 0.18% No change 2,242 $826K
Rockwood Wealth Management, LLC 0.05% Add +114.0% 2,238 $824K
Arcataur Capital Management LLC 0.20% Reduce -14.1% 2,233 $823K
Teachers Insurance & Annuity Association of America 0.91% No change 2,232 $822K
Cauble & Harre Wealth Management, Inc. 0.66% Reduce -9.6% 2,232 $822K
Annex Advisory Services, LLC 0.01% Add +3.2% 2,228 $821K
Wells Financial Advisors INC 7.60% Reduce -49.1% 2,224 $819K
Finward Bancorp 0.62% No change 2,220 $818K
Townsquare Capital LLC 0.15% Reduce -56.1% 2,216 $816K
Archvest Wealth Advisors, Inc. 0.47% Add +119.9% 2,214 $816K
Estate Planners Group, LLC 0.37% Reduce -0.8% 2,212 $815K
Strengthening Families & Communities, LLC 0.18% Reduce -8.8% 2,206 $813K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -6.0% 2,201 $811K
Stirlingshire Investments, Inc. 0.60% Reduce -21.7% 2,191 $807K
JBR Co Financial Management Inc 0.29% Add +16.6% 2,191 $807K
MTM Investment Management, LLC 0.23% Add +1.5% 2,188 $806K
Keudell/Morrison Wealth Management 0.15% Add +3.1% 2,187 $806K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Reduce -42.3% 2,184 $805K
Beaumont Financial Advisors, LLC 0.05% Reduce -24.4% 2,182 $804K
Trustmark Bank Trust Department 0.05% No change 2,180 $803K
Hantz Financial Services, Inc. 0.01% Add +6.5% 2,181 $803K
Sagespring Wealth Partners, LLC 0.01% Add +6.6% 2,176 $801K
Investment House LLC 0.04% Add +3.8% 2,168 $799K
Fort Point Capital Partners LLC 0.09% Reduce -7.6% 2,166 $798K
Tobias Financial Advisors, Inc. 0.10% No change 2,165 $798K
Transcendent Capital Group LLC 0.31% Add +1.3% 2,156 $794K
Allen Mooney & Barnes Investment Advisors LLC 0.12% Add +1.4% 2,156 $794K
Tme Financial, Inc. 0.49% Reduce -11.8% 2,154 $793K
Searle & Co. 0.18% Add +2.4% 2,150 $792K
Driehaus Capital Management LLC 0.00% No change 2,149 $792K
Baker Avenue Asset Management, LP 0.01% Add +15.9% 2,147 $791K
Vaughan David Investments LLC 0.02% Reduce -0.2% 2,147 $791K
LRI Investments, LLC 0.06% No change 2,145 $790K
Swan Global Investments, LLC 0.04% No change 2,145 $790K
Bearing Point Capital, LLC 0.11% No change 2,144 $790K
Albion Financial Group 0.05% No change 2,144 $790K
Wolff Financial Management LLC 0.16% No change 2,132 $785K
Farmers National Bank 0.16% Reduce -1.5% 2,130 $785K
Meitav Investment House Ltd. 0.01% New 2,128 $784K
Lesa Sroufe & Co 0.56% Reduce -3.4% 2,124 $782K
McKinley Carter Wealth Services, Inc. 0.04% No change 2,121 $781K
Wealth Preservation Advisors, LLC 0.45% Add +420.9% 2,120 $781K
Chase Investment Counsel Corp. 0.16% No change 2,116 $779K
Avenir Corp. 0.09% No change 2,114 $779K
Howard Financial Services, LTD. 0.08% Reduce -7.6% 2,113 $778K
Range Financial Group LLC 0.21% No change 2,111 $778K
Hopwood Nicholas Hunter 0.21% Add +6.6% 2,107 $776K
Red Reef Advisors LLC 0.72% Add +0.6% 2,106 $776K
Financial Planning Hawaii, Inc. 0.42% No change 2,105 $775K
Eagle Capital Management, LLC 0.26% Add +4.0% 2,104 $775K
Allied Private Wealth LLC 0.50% — 2,062 $772K
Strategic Advocates LLC 2.99% Reduce -2.9% 2,095 $772K
Clearbridge Investments, LLC 0.00% No change 2,091 $770K
Smithfield Trust Co 0.03% Add +6.2% 2,093 $770K
Crane Advisory, LLC 0.11% No change 2,108 $769K
Frederick Financial Consultants, LLC 0.33% Add +28.7% 2,085 $768K
BNP Paribas 0.02% Reduce -43.7% 2,085 $768K
Wealthstar Advisors, LLC 0.38% Reduce -0.6% 2,083 $767K
Alkeme Wealth, LLC 0.29% No change 2,082 $767K
Potentia Wealth 0.31% Add +1.7% 2,077 $765K
North Capital, Inc. 0.58% Add +10.0% 2,076 $765K
MTM Financial Group, LLC 0.33% Reduce -15.0% 2,075 $764K
Tannin Capital LLC 0.50% No change 2,072 $763K
Eagle Rock Investment Company, LLC 0.09% Reduce -9.1% 2,071 $763K
Rockingstone Advisors LLC 0.31% No change 2,070 $763K
Alternative Investment Advisors, LLC. 0.29% Reduce -11.9% 2,069 $762K
Romano Brothers and Company 0.08% No change 2,069 $762K
Silvia McColl Wealth Management, LLC 0.46% No change 2,067 $761K
Avaii Wealth Management, LLC 0.22% Add +18.1% 2,064 $760K
WMG Financial Advisors, LLC 0.29% Reduce -81.5% 2,056 $757K
L. Roy Papp & Associates, LLP 0.08% No change 2,055 $757K
Drake & Associates, LLC 0.13% Add +1.5% 2,054 $757K
Occidental Asset Management, LLC 0.08% Reduce -28.1% 2,054 $757K
Private Management Group Inc. 0.02% No change 2,051 $756K
Manhattan West Asset Management, LLC 0.13% Reduce -38.4% 2,050 $755K
Octavia Wealth Advisors, LLC 0.07% Reduce -4.3% 2,047 $754K
Capital Advantage, Inc. 0.09% Add +10.3% 2,041 $752K
Lafayette Investments, Inc. 0.14% Reduce -1.6% 2,041 $752K
Realta Investment Advisors 0.23% Reduce -16.8% 2,039 $751K
Crux Wealth Advisors 0.26% Reduce -0.5% 2,037 $750K
Stonehearth Capital Management, LLC 0.26% Reduce -90.0% 2,030 $748K
Tarbox Family Office, Inc. 0.11% No change 2,029 $747K
CWS Financial Advisors, LLC 0.17% No change 2,027 $747K
First Financial Bank - Trust Division 0.05% No change 2,025 $746K
Diversified Trust Co. 0.01% Reduce -6.6% 2,025 $746K
Guyasuta Investment Advisors Inc. 0.04% Add +14.5% 2,011 $741K
Integrated Investment Consultants, LLC 0.15% Add +5.2% 2,010 $740K
Jackson, Grant Investment Advisers, Inc. 0.23% Reduce -16.9% 2,005 $739K
Earned Wealth Advisors, LLC 0.05% Add +4.3% 2,005 $739K
Hartmann Taylor Wealth Management, LLC 0.49% No change 1,715 $738K
Novus Advisors, LLC 1.54% Add +10.3% 2,003 $738K
Invesco Ltd. 0.00% No change 2,000 $737K
Hamilton Point Investment Advisors, LLC 0.10% Reduce -3.3% 1,999 $736K
Van Cleef Asset Management,Inc 0.07% No change 1,993 $734K
New Harbor Financial Group, LLC 0.12% Add +76.9% 1,992 $734K
Cutler Investment Counsel LLC 0.07% Add +4.9% 1,988 $732K
Hyperion Capital Advisors LP 0.33% No change 1,988 $732K
Ledyard National Bank 0.06% Reduce -2.6% 1,987 $732K
Purus Wealth Management, LLC 0.20% Reduce -0.5% 1,983 $730K
Next Capital Management LLC 0.20% No change 1,979 $729K
Element Wealth, LLC 0.27% Reduce -6.1% 1,978 $729K
Calder Financial LLC 0.69% No change 1,975 $728K
Quantum Portfolio Management LLC 0.26% No change 1,975 $728K
Hendershot Investments Inc. 0.10% Add +8.9% 1,975 $728K
Forum Financial Management, LP 0.01% Reduce -2.2% 1,975 $728K
Leigh Baldwin & Co., LLC 0.39% Reduce -18.1% 1,974 $727K
Kellett Wealth Advisors, LLC 0.34% Add +23.9% 1,972 $726K
Safe Harbor Fiduciary, LLC 0.56% Reduce -27.9% 1,965 $724K
Davis Investment Partners, LLC 0.22% Reduce -15.5% 1,964 $723K
Sunbeam Capital Management, LLC 0.33% Add +80.0% 1,960 $722K
Diesslin Group, Inc. 0.28% Reduce -17.1% 1,956 $721K
Rinkey Investments 0.17% Add +1.8% 1,955 $720K
Tuttle Capital Management, LLC 0.48% New 1,952 $719K
AmeriServ Wealth Advisors 0.48% Reduce -1.5% 1,951 $719K
StrongBox Wealth, LLC 0.20% Add +4.6% 1,949 $718K
American Trust 0.06% Reduce -9.7% 1,947 $717K
Joseph P. Lucia & Associates, LLC 0.22% Reduce -6.7% 1,946 $717K
Spectrum Wealth Advisory Group, LLC 0.20% No change 1,945 $716K
Saxon Interests, Inc. 0.20% Add +8.2% 1,945 $716K
First Heartland Consultants, Inc. 0.05% Reduce -2.3% 1,943 $716K
Clarus Group, Inc. 0.24% Add +6.3% 1,940 $715K
Legacy Capital Group California, Inc. 0.21% Add +0.1% 1,930 $711K
Hirtle & Co., LLC 0.02% No change 1,930 $711K
Linscomb Wealth, Inc. 0.03% Reduce -56.6% 1,928 $710K
Goepper Burkhardt LLC 0.21% No change 1,925 $709K
Chatham Capital Group, Inc. 0.09% No change 1,925 $709K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.26% Reduce -24.7% 1,925 $709K
Riverstone Advisors, LLC 0.29% No change 1,923 $708K
Aviance Capital Partners, LLC 0.07% Add +18.5% 1,921 $708K
Monument Capital Management 0.14% New 1,914 $705K
Wernau Asset Management Inc. 0.67% Add +2.1% 1,911 $704K
Harbour Investment Management LLC 0.36% No change 1,907 $703K
Parkway Wealth Management Group, LLC 0.08% Reduce -15.7% 1,907 $703K
Strathmore Capital Advisors, Inc. 0.19% Reduce -13.6% 1,873 $702K
Whalen Wealth Management Inc. 0.32% Add +26.9% 1,904 $701K
Adirondack Trust Co. 0.21% Add +0.2% 1,902 $701K
Strait & Sound Wealth Management LLC 0.25% Add +40.8% 1,898 $699K
Kintra Wealth, LLC 0.04% Add +23.4% 1,747 $697K
Arbor Investment Advisors, LLC 0.08% Add +1.8% 1,880 $693K
Novem Group 0.07% Add +0.5% 1,880 $693K
Cottage Street Advisors LLC 0.27% Reduce -5.5% 1,878 $692K
RMR Wealth Builders 0.04% Reduce -5.3% 1,875 $691K
Klingenstein Fields & Co. LP 0.02% No change 1,870 $689K
Baron Silver Stevens Financial Advisors, LLC 0.09% Reduce -3.1% 1,866 $687K
M Wealth Management, LLC 0.54% Reduce -15.6% 1,865 $687K
Wedmont Private Capital 0.02% Reduce -2.8% 1,818 $685K
Spirepoint Private Client, LLC 0.06% Reduce -0.1% 1,854 $683K
Asset Dedication, LLC 0.04% Reduce -9.5% 1,852 $682K
Pines Wealth Management, LLC 0.20% No change 1,851 $682K
Momentum Wealth Planning, LLC 0.52% No change 1,850 $682K
Essex LLC 0.10% No change 1,847 $680K
MKT Advisors LLC 0.21% No change 1,799 $679K
Wealth Alliance Advisory Group, LLC 0.10% Add +0.1% 1,833 $675K
Cypress Capital Group 0.06% Add +2.7% 1,827 $673K
Bull Street Advisors, LLC 0.31% No change 1,827 $673K
CVA Family Office, LLC 0.06% No change 1,826 $673K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% Add +16.2% 1,826 $673K
Cahaba Wealth Management, Inc. 0.04% Reduce -14.2% 1,826 $673K
Connective Capital Management, LLC 0.47% Add +20.2% 1,825 $672K
Altfest L J & Co. Inc. 0.07% Reduce -87.0% 1,824 $672K
Liberty Square Wealth Partners LLC 0.16% Reduce -2.7% 1,820 $670K
Cantor Fitzgerald Investment Advisors L.P. 0.05% No change 1,817 $669K
Fort Sheridan Advisors LLC 0.07% No change 1,816 $669K
Sharkey, Howes & Javer 0.08% Reduce -49.8% 1,807 $666K
CLG LLC 0.15% Reduce -0.3% 1,807 $666K
LifeGuide Financial Advisors, LLC 0.19% No change 1,806 $665K
4J Wealth Management LLC 0.33% No change 1,802 $664K
Adamsbrown Wealth Consultants LLC 0.13% Add +0.7% 1,801 $663K
Edgewood Management LLC 0.01% New 1,781 $656K
Guardian Asset Advisors, LLC 0.30% Reduce -0.7% 1,778 $655K
Beacon Investment Advisory Services, Inc. 0.02% Reduce -15.3% 1,775 $654K
Windsor Capital Management, LLC 0.17% No change 1,773 $653K
Prosperity Financial Group, Inc. 0.20% Reduce -10.2% 1,762 $649K
OneAscent Wealth Management LLC 0.19% Add +6.0% 1,760 $648K
Physician Wealth Advisors, Inc. 0.08% Add +29.1% 1,759 $648K
DBK Financial Counsel, LLC 0.54% Reduce -38.6% 1,756 $647K
Bokf, NA 0.01% Reduce -88.2% 1,755 $647K
Patriot Investment Management Group, Inc. 0.04% Reduce -12.2% 1,750 $645K
Human Investing LLC 0.08% No change 1,748 $644K
Mascagni Wealth Management, Inc. 0.40% Reduce -7.1% 1,747 $644K
Tempus Wealth Planning, LLC 0.13% Reduce -1.4% 1,746 $643K
Duncker Streett & Co. Inc. 0.11% No change 1,746 $643K
Redwood Family Wealth LLC 0.57% Add +16.3% 1,744 $642K
VSM Wealth Advisory, LLC 0.17% No change 1,743 $642K
Signature Wealth Management Partners, LLC 0.30% Add +82.2% 1,740 $641K
Cornerstone Wealth Group, LLC 0.04% Reduce -12.8% 1,736 $640K
Aspen Wealth Management LLC 0.11% No change 1,736 $640K
Auxano Advisors, LLC 0.12% Reduce -26.2% 1,734 $639K
Halbert Hargrove Global Advisors, LLC 0.03% Add +616.1% 1,733 $638K
Lotus Asset Management LLC 0.56% — 1,731 $638K
Madden Advisory Services, Inc. 0.23% Reduce -0.3% 1,730 $637K
Fortress Financial Group, LLC 0.32% No change 1,727 $636K
Williams & Novak, LLC 0.42% No change 1,724 $635K
Texas Capital Bank Wealth Management Services Inc 0.03% No change 1,724 $635K
Alhambra Investment Management LLC 0.28% Add +0.3% 1,721 $634K
Markowski Investments 0.14% — 1,720 $634K
Bell Bank 0.02% Reduce -4.5% 1,718 $633K
Tectonic Advisors LLC 0.03% Reduce -27.8% 1,716 $632K
Mars Jewett Financial Group, Inc. 0.13% No change 1,709 $630K
Talon Private Wealth, LLC 0.07% Add +7.7% 1,708 $629K
Envision Financial Transparency, LLC 0.54% Add +61.3% 2,760 $629K
Artemis Wealth Advisors, LLC 0.08% No change 1,706 $628K
Manchester Financial Inc. 0.11% Reduce -1.8% 1,704 $628K
Capstone Financial Advisors, Inc. 0.03% Reduce -5.7% 1,704 $628K
Sandy Cove Advisors, LLC 0.16% Reduce -7.1% 1,703 $627K
Saiph Capital, LLC 0.19% New 1,700 $626K
Fidelis Wealth Advisors LLC 0.94% Reduce -62.7% 1,700 $626K
Global Wealth Management, LLC 0.32% No change 1,694 $624K
Foster Group, Inc. 0.02% No change 1,694 $624K
TrustWell Financial Advisors, LLC 0.53% Reduce -0.9% 1,693 $624K
Paragon Capital Management Ltd 0.12% Reduce -0.5% 1,693 $624K
Ticino Wealth 0.20% Add +0.3% 1,691 $623K
Sprinkle Financial Consultants LLC 0.24% Reduce -1.2% 1,690 $623K
Wealth Management Partners, LLC 0.15% Reduce -3.3% 1,690 $623K
First National Bank of Hutchinson 0.34% No change 1,685 $621K
WESPAC Advisors, LLC 0.30% Reduce -36.8% 1,685 $621K
Woodward Diversified Capital, LLC 0.27% Reduce -0.1% 1,681 $619K
Wellington-Altus USA Inc. 0.44% Reduce -10.6% 1,438 $619K
KPP Advisory Services LLC 0.08% Reduce -2.5% 1,679 $619K
Panoramic Investment Advisors, LLC 0.30% Add +7.8% 1,676 $617K
Barlow Wealth Partners, LLC 0.07% Add +6.0% 1,646 $616K
IFC & Insurance Marketing, Inc. 0.54% Add +0.3% 1,670 $615K
IAM Advisory, LLC 0.12% No change 1,666 $614K
Invictus Private Wealth, LLC 0.03% New 1,666 $614K
Gradient Investments LLC 0.01% Reduce -24.1% 1,655 $610K
Amitell Capital Pte Ltd 0.56% New 1,648 $607K
Almanack Investment Partners, LLC. 0.08% Reduce -76.9% 1,648 $607K
Family Office Research LLC 0.23% Add +2.2% 1,648 $607K
Fortitude Advisory Group L.L.C. 0.23% Reduce -1.3% 1,637 $603K
Lockerman Financial Group, Inc. 0.92% Add +18.7% 1,635 $602K
Investment Partners Asset Management, Inc. 0.34% Add +0.1% 1,629 $600K
CM Wealth Advisors LLC 0.11% No change 1,629 $600K
Monograph Wealth Advisors, LLC 0.05% Add +23.5% 1,629 $600K
Main Line Retirement Advisors, LLC 0.27% No change 1,625 $599K
Painted Porch Advisors LLC 0.26% New 1,624 $598K
Key Client Fiduciary Advisors, LLC 0.17% Reduce -5.4% 1,624 $598K
CMT Capital Markets Trading GmbH 0.31% Add +25.0% 1,624 $598K
Diamant Asset Management, Inc. 0.41% Reduce -99.8% 1,620 $597K
Kapstone Financial Advisors LLC 0.25% Add +32.7% 1,620 $597K
OLIO Financial Planning 0.15% Add +0.1% 1,620 $597K
Curio Wealth, LLC 0.19% No change 1,619 $596K
Osbon Capital Management LLC 0.47% Reduce -0.1% 1,618 $596K
Bourne Lent Asset Management Inc. 0.21% No change 1,618 $596K
Fairvoy Private Wealth, LLC 0.12% No change 1,617 $596K
Alpha Omega Wealth Management LLC 0.09% No change 1,613 $594K
Connable Office Inc. 0.05% No change 1,611 $593K
Castle Rock Wealth Management, LLC 0.12% Reduce -8.0% 1,601 $593K
Sageworth Trust Co 0.02% Add +72.9% 1,608 $592K
Clark Capital Management Group, Inc. 0.00% No change 1,608 $592K
Old Mission Investment Co LLC 0.12% Add +2.9% 1,607 $592K
Eagle Wealth Strategies LLC 0.23% Add +43.3% 1,606 $592K
Mid-American Wealth Advisory Group, Inc. 0.21% Reduce -7.3% 1,602 $590K
Courier Capital LLC 0.03% Reduce -1.7% 1,602 $590K
Euro Pacific Asset Management, LLC 0.07% Reduce -5.0% 1,310 $590K
MPWM Advisory Solutions, LLC 0.27% Reduce -10.4% 1,597 $588K
Freedom Financial Partners LLC 0.19% No change 1,597 $588K
Brown Miller Wealth Management, LLC 0.15% Add +6.0% 1,594 $587K
Second Line Capital, LLC 0.11% Add +14.5% 1,591 $586K
Bridgewealth Advisory Group, LLC 0.11% Add +3.0% 1,590 $586K
Abundance Wealth Counselors 0.04% Add +100.0% 1,590 $586K
Cypress Wealth Services, LLC 0.07% Reduce -1.6% 1,586 $584K
Chicago Capital, LLC 0.01% Reduce -0.3% 1,585 $584K
BankChampaign, National Association 0.45% No change 1,580 $582K
Mathes Company, Inc. 0.18% Add +5.7% 1,580 $582K
MeadowBrook Investment Advisors LLC 0.47% No change 1,578 $581K
Huntington National Bank 0.00% Add +5.8% 1,576 $581K
Wick Capital Partners, LLC 0.09% Reduce -2.2% 1,575 $580K
Durante & Waters, LLC 0.38% No change 1,575 $580K
Nicollet Investment Management, Inc. 0.18% No change 1,575 $580K
Cornerstone National Bank & Trust Co 0.20% No change 1,565 $580K
Headlands Technologies LLC 0.06% New 1,573 $579K
Garde Capital, Inc. 0.03% Reduce -0.6% 1,573 $579K
Edge Wealth Management LLC 0.10% No change 1,570 $578K
Paladin Advisory Group, LLC 0.38% No change 1,565 $577K
DF Dent & Co. Inc. 0.01% No change 1,565 $577K
Wealth Dimensions Group, Ltd. 0.10% Add +2.4% 1,564 $576K
Stablepoint Partners, LLC 0.08% Add +1.6% 1,563 $576K
Bingham Private Wealth, LLC 0.40% Add +1.3% 1,562 $575K
Tempo Wealth, LLC 0.09% Reduce -5.9% 1,561 $575K
Altiora Financial Group, LLC 0.09% No change 1,560 $575K
Washington Trust Advisors, Inc. 0.04% Add +3.7% 1,558 $574K
Financial Designs Corp 0.31% No change 1,557 $574K
Advisory Solutions Group, LLC 0.20% — 1,557 $574K
BIP Wealth, LLC 0.02% Add +0.3% 1,555 $573K
Blue Zone Wealth Advisors, LLC 0.10% Add +1.8% 1,553 $572K
HHM Wealth Advisors, LLC 0.06% Add +0.8% 1,552 $572K
Keynote Financial Services LLC 0.27% No change 1,551 $571K
Caldwell Trust Co 0.05% Reduce -33.2% 1,551 $571K
NCM Capital Management, LLC 0.18% No change 1,550 $571K
Asset One Wealth Management LLC 0.06% Reduce -10.8% 1,532 $570K
Atlantic Family Wealth, LLC 0.36% Add +5.0% 1,548 $570K
WealthPoint Financial, LLC 0.42% Add +13.3% 1,547 $570K
Portfolio Strategies, Inc. 0.06% No change 1,544 $569K
Parisi Gray Wealth Management 0.12% No change 1,540 $567K
Fiducient Advisors LLC 0.08% No change 1,537 $566K
Wealth Analytics Partners, LLC 0.21% Add +88.9% 1,521 $566K
Luminist Capital LLC 0.64% Add +22.4% 1,596 $565K
Ridgewood Investments LLC 0.21% Add +0.8% 1,531 $564K
Blume Capital Management, Inc. 0.08% Reduce -18.6% 1,530 $564K
Global Trust Asset Management, LLC 0.18% Add +4.7% 1,530 $564K
Cloud Capital Management, LLC 0.21% Reduce -2.4% 1,531 $563K
Ameritas Investment Partners, Inc. 0.01% Add +4.8% 1,522 $561K
Webster Bank, N. A. 0.05% Reduce -3.2% 1,520 $560K
Castleview Partners, LLC 0.25% Reduce -6.3% 1,520 $560K
Acorn Financial Advisory Services Inc. 0.07% No change 1,518 $559K
Capital City Trust Co. 0.12% Add +1.8% 1,516 $558K
Salem Investment Counselors Inc. 0.01% Reduce -3.6% 1,510 $556K
Cypress Asset Management Inc. 0.11% No change 1,507 $555K
Aquire Wealth Advisors, LLC 0.13% No change 1,505 $554K
Resonant Capital Advisors, LLC 0.03% No change 1,503 $554K
Barrett & Company, Inc. 0.15% No change 1,501 $553K
Sjbenen Advisory, LLC 0.33% New 1,500 $553K
Prism Advisors, Inc. 0.13% No change 1,500 $553K
TritonPoint Partners, LLC 0.05% Reduce -25.9% 1,498 $552K
Guilbault Capital LLC 0.55% Reduce -7.2% 1,497 $551K
Revisor Wealth Management LLC 0.13% Add +4.0% 1,497 $551K
Madrona Financial Services, LLC 0.10% No change 1,496 $551K
Rubicon Advisors, GP 0.40% Add +2.8% 1,492 $550K
Nova Wealth Management, Inc. 0.30% Reduce -26.9% 1,491 $549K
Redwood Investment Management, LLC 0.05% Add +14.0% 1,491 $549K
ProCore Advisors, LLC 0.68% Reduce -15.4% 1,486 $547K
Knuff & Co LLC 0.14% Reduce -7.8% 1,485 $547K
Burling Wealth Partners, LLC 0.08% No change 1,485 $547K
Hunter Associates Investment Management LLC 0.06% Add +4.7% 1,484 $547K
Foster & Motley Inc. 0.03% Add +148.4% 1,483 $546K
GEM Asset Management, LLC 0.21% Reduce -1.9% 1,479 $545K
Dynamic Financial Group 0.41% No change 1,478 $544K
Legacy Financial Group LLC 0.06% No change 1,477 $544K
Tompkins Financial Corp. 0.04% No change 1,476 $544K
Spreng Capital Management, Inc. 0.20% Reduce -52.5% 1,476 $544K
Brave Asset Management Inc. 0.12% No change 1,472 $542K
OneAscent Family Office, LLC 0.27% Reduce -2.9% 1,468 $541K
WBH Advisory Inc. 0.04% Add +13.7% 1,465 $540K
Biltmore Family Office, LLC 0.07% Reduce -0.5% 1,464 $539K
Vicus Capital 0.03% No change 1,464 $539K
Fortis Advisors, LLC 0.25% Reduce -36.3% 1,460 $538K
Montz Harcus Wealth Management LLC 0.19% Add +15.1% 1,459 $537K
Stuart Investment Advisors, Inc. 0.22% Reduce -1.3% 1,458 $537K
Falcon Wealth Planning 0.03% Reduce -18.8% 1,458 $537K
Wescott Financial Advisory Group, LLC 0.04% Reduce -12.6% 1,457 $537K
Barnes Wealth Management Group, Inc 0.25% Reduce -20.5% 1,456 $536K
Mengis Capital Management, Inc. 0.08% Add +1.4% 1,455 $536K
BNC Wealth Management, LLC 0.13% Reduce -10.7% 1,455 $536K
Presidio Capital Management, LLC 0.13% New 1,453 $535K
Catalyst Private Wealth, LLC 0.26% No change 1,450 $534K
United Advisor Group, LLC 0.06% Reduce -45.3% 1,450 $534K
Valtinson Bruner Financial Planning LLC 0.13% Add +6.9% 1,448 $533K
Anchor Investment Management, LLC 0.04% Add +3.6% 1,448 $533K
J. M. Brown & Associates Inc. 0.30% — 1,447 $533K
Nicholas Wealth, LLC. 0.29% No change 1,438 $530K
Crestmont Private Wealth LLC 0.15% No change 1,438 $530K
Fearless Solutions, LLC dba Best Invest 0.28% Reduce -2.0% 1,435 $529K
Genesee Capital Advisors, LLC 0.17% New 1,434 $528K
QP Wealth Management, LLC 0.75% Reduce -2.3% 1,432 $528K
Brogan Financial, Inc. 0.21% No change 1,431 $527K
Birch Hill Investment Advisors LLC 0.02% Add +14.4% 1,430 $527K
Union Savings Bank 0.21% No change 1,430 $527K
Teamwork Financial Advisors, LLC 0.05% Add +9.8% 1,427 $526K
Primoris Wealth Advisors, LLC 0.24% Reduce -65.4% 1,425 $525K
Runnymede Capital Advisors, Inc. 0.31% Reduce -1.6% 1,422 $524K
Parker Investment Management, LLC 0.06% Reduce -2.0% 1,418 $522K
JGP Wealth Management, LLC 0.05% Reduce -4.9% 1,418 $522K
UMB Bank, n.a. 0.01% Reduce -41.9% 1,418 $522K
Landscape Capital Management, L.L.C. 0.03% New 1,418 $522K
Avondale Wealth Management 0.21% Reduce -7.0% 1,416 $522K
1248 Management, LLC 0.20% No change 1,415 $521K
Chilton Capital Management LLC 0.02% Reduce -3.8% 1,412 $520K
Aureum Wealth Management, LLC 0.32% No change 1,410 $519K
Grantvest Financial Group LLC 0.30% Reduce -6.6% 1,410 $519K
Medallion Wealth Advisors, LLC 0.16% Add +2.9% 1,403 $517K
Ardent Capital Management, Inc. 0.21% No change 1,400 $516K
one8zero8, LLC 0.10% No change 1,400 $516K
Central Bank & Trust Co. 0.07% Reduce -3.5% 1,400 $516K
Thomas J. Herzfeld Advisors, Inc. 0.16% No change 1,398 $515K
Tower Bridge Advisors 0.05% Add +1.1% 1,395 $514K
Legacy Trust 0.09% Reduce -1.4% 1,391 $512K
Naviter Wealth, LLC 0.05% New 1,388 $511K
Eldridge Investment Advisors, Inc. 0.10% Reduce -3.5% 1,387 $511K
Peoples Bank 0.50% Reduce -1.2% 1,383 $509K
Leisure Capital Management 0.16% No change 1,383 $509K
Quotient Wealth Partners, LLC 0.01% Reduce -12.9% 1,382 $509K
Wealth Management Nebraska 0.05% Reduce -1.6% 1,379 $508K
Landmark Wealth Management, LLC 0.12% No change 1,375 $507K
TMB Capital Partners, LLC 0.16% Add +11.3% 1,373 $506K
Goldstone Financial Group, LLC 0.05% No change 1,373 $506K
Verus Financial Partners, Inc. 0.04% No change 1,372 $505K
M. Kulyk & Associates, LLC 0.08% Add +7.9% 1,366 $503K
S&A Financial Services, Inc. 0.31% Reduce -3.4% 1,363 $502K
PGIM Custom Harvest LLC 0.01% Add +3.6% 1,363 $502K
Wilson & Boucher Capital Management, LLC 0.29% No change 1,361 $501K
L.K. Benson & Company, P.C. 0.15% Reduce -9.0% 1,360 $501K
RDA Financial Network 0.11% No change 1,358 $500K
Proactive Wealth Strategies LLC 0.08% Reduce -12.8% 1,358 $500K
OceanIQ Capital, LLC 0.30% — 1,245 $499K
Blackston Financial Advisory Group, LLC 0.28% Add +7.1% 1,351 $498K
GatePass Capital, LLC 0.19% Add +153.0% 1,351 $498K
Hexagon Capital Partners LLC 0.07% Reduce -2.1% 1,351 $498K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% No change 1,350 $497K
Core Wealth Partners LLC 0.21% Add +2.4% 1,349 $497K
Matrix Private Capital Group LLC 0.22% Add +34.2% 1,347 $496K
Lanark Financial, Inc. 0.03% Add +2.0% 1,346 $496K
LexAurum Advisors, LLC 0.06% Reduce -8.8% 1,345 $495K
Greenspring Advisors, LLC 0.03% No change 1,342 $494K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.16% Reduce -8.0% 1,303 $494K
Liberty Capital Management, Inc. 0.08% — 1,340 $494K
Westmount Partners, LLC 0.11% No change 1,338 $493K
BCS Private Wealth Management, Inc. 0.15% Reduce -0.9% 1,335 $492K
M3 Advisory Group, LLC 0.25% Add +23.3% 1,330 $490K
Bigelow Investment Advisors, LLC 0.18% Reduce -2.6% 1,330 $490K
Stone Wealth Partners 0.36% Add +7.5% 1,328 $489K
Prepared Retirement Institute LLC 0.21% No change 1,328 $489K
CFO4Life Group, LLC 0.07% Add +19.4% 1,327 $489K
Burford Brothers, Inc. 0.18% Add +50.3% 1,324 $488K
Eaton Financial Holdings Company, LLC 0.13% Add +1.8% 1,323 $487K
Navis Wealth Advisors, LLC 0.18% Add +7.0% 1,322 $487K
Elwood & Goetz Wealth Advisory Group, LLC 0.07% Add +65.3% 1,322 $487K
Arrow Financial Corp 0.04% Reduce -9.3% 1,321 $487K
Berkshire Asset Management LLC 0.02% No change 1,321 $487K
Ebert Capital Management Inc. 0.46% New 1,317 $485K
First National Bank Sioux Falls 0.13% No change 1,100 $484K
LifeGoal Investments, LLC 0.22% No change 1,314 $484K
Kaizen Financial Strategies 0.19% Reduce -4.0% 1,306 $484K
Root Financial Partners, LLC 0.02% Add +9.6% 1,310 $483K
Comprehensive Money Management Services LLC 0.30% Reduce -0.7% 1,300 $479K
Harvey Capital Management Inc. 0.10% No change 1,300 $479K
Gainplan LLC 0.19% Reduce -35.5% 1,298 $478K
Legacy Financial Strategies, LLC 0.07% Reduce -10.1% 1,298 $478K
German American Bancorp, Inc. 0.04% Add +0.1% 1,298 $478K
Ballast, Inc. 0.09% No change 1,295 $477K
Range Advisory, LLC 0.06% Add +38.6% 1,292 $476K
Swisher Financial Concepts, Inc. 0.30% Reduce -53.0% 1,289 $475K
Wellment Financial 0.54% Reduce -0.2% 1,285 $473K
Capital Asset Advisory Services LLC 0.02% Add +10.2% 1,281 $472K
Westshore Wealth, LLC 0.15% Reduce -3.0% 1,280 $472K
Highland Capital Management, LLC 0.02% No change 1,280 $472K
Plancorp, LLC 0.01% Add +2.3% 1,283 $471K
Capital Analysts, LLC 0.01% Reduce -0.9% 1,279 $471K
First Financial Bankshares Inc 0.01% Add +16.1% 1,278 $471K
Harfst & Associates, Inc. 0.07% No change 1,276 $470K
First Pacific Financial 0.06% No change 1,274 $469K
Cypress Capital, LLC 0.13% Add +13.4% 1,272 $469K
FourThought Financial Partners, LLC 0.04% Add +3.2% 1,271 $468K
Kestra Investment Management, LLC 0.01% Add +64.8% 1,269 $467K
Alesco Advisors, LLC, An ESL Co 0.01% No change 1,268 $467K
GK Wealth Management LLC 0.28% New 1,267 $467K
Somerset Trust Co 0.13% Reduce -16.5% 1,266 $466K
Tulsa Wealth Advisors, INC 0.07% No change 1,266 $466K
Stansberry Asset Management, LLC 0.04% New 1,265 $466K
First National Bank of Mount Dora, Trust Investment Services 0.09% Add +23.4% 1,265 $466K
Custos Family Office, LLC 0.28% No change 1,263 $465K
Penobscot Wealth Management 0.12% Reduce -0.3% 1,261 $465K
BDFS Capital LLC 0.20% Reduce -49.7% 1,259 $464K
Atlas Brown,Inc. 0.12% Reduce -0.4% 1,258 $463K
Roberts Glore & Co. Inc. 0.11% No change 1,257 $463K
TPG Advisors LLC 0.25% Reduce -3.0% 1,252 $461K
Northwest Financial Advisors 0.06% Reduce -21.9% 1,252 $461K
G&S Capital LLC 0.13% Add +5.9% 1,251 $461K
Vines Capital Management, LLC 0.38% No change 1,250 $460K
Magnolia Private Wealth, LLC 0.25% No change 1,250 $460K
Banyan Capital Management, Inc. 0.20% No change 1,250 $460K
Cordgrass Capital Advisors, LLC 0.17% Reduce -12.3% 1,250 $460K
Beckerman Institutional, LLC 0.22% No change 1,251 $460K
Wellington Shields & Co., LLC 0.10% Reduce -3.4% 1,249 $460K
Cambient Family Office, LLC 0.06% No change 1,247 $459K
Evolution Wealth Management Inc. 0.27% Add +3.8% 1,246 $459K
Cornerstone Wealth, LLC 0.23% No change 1,230 $458K
DMKC Advisory Services, LLC 0.09% Add +11.2% 1,243 $458K
Wincap Financial LLC 0.25% No change 1,239 $456K
Tritonpoint Wealth, LLC 0.04% Reduce -9.3% 1,239 $456K
ETF Store, Inc. 0.38% No change 1,237 $456K
Foster Victor Wealth Advisors, LLC 0.02% Reduce -35.9% 1,223 $455K
Cornell Pochily Investment Advisors, Inc. 0.12% No change 1,226 $452K
Compass Financial Group, INC 0.05% Add +0.2% 1,226 $452K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.10% No change 1,225 $451K
Henrickson Nauta Wealth Advisors, Inc. 0.11% Reduce -25.2% 1,219 $449K
Ruggiero Investments, Inc. 0.38% Reduce -13.6% 1,219 $449K
Eagle Harbor Asset Management Inc. 0.35% Add +4.4% 1,219 $449K
Dynamic Wealth Strategies, LLC 0.24% No change 1,218 $449K
Sterneck Capital Management, LLC 0.19% No change 1,218 $449K
Uptick Partners, LLC 0.07% Add +1.9% 1,217 $448K
Marathon Wealth Advisors LLC 0.15% No change 1,208 $445K
Ellenbecker Investment Group 0.05% Reduce -10.2% 1,206 $444K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -4.0% 1,206 $444K
Centerpoint Advisors, LLC 0.13% Add +0.5% 1,205 $444K
Bci Securities, Inc. 3.82% Add +5.9% 1,203 $443K
TFC Financial Management, Inc. 0.05% Add +398.8% 1,202 $443K
Buckhead Capital Management LLC 0.15% No change 1,201 $442K
Hennion & Walsh Asset Management, Inc. 0.01% No change 1,200 $442K
Elite Financial, Inc. 0.18% No change 1,200 $442K
USAdvisors Wealth Management, LLC 0.13% Add +5.7% 1,200 $442K
KFA Private Wealth Group, LLC 0.11% Reduce -65.9% 1,199 $442K
Horizon Investments, LLC 0.00% Reduce -48.4% 1,198 $441K
Timbuktu Capital Management, LLC 0.66% — 1,197 $441K
Mountain Capital Investment Advisors Inc. 0.06% Reduce -8.7% 1,196 $441K
Main Street Group, LTD 0.11% Reduce -2.5% 1,195 $440K
Provident Wealth Management, LLC 0.11% Reduce -14.1% 1,192 $439K
Prosperitas Financial LLC 0.14% Reduce -7.0% 1,190 $438K
Crown Wealth Group, LLC 0.11% Add +34.0% 1,190 $438K
UNIVEST FINANCIAL Corp 0.02% Reduce -4.6% 1,187 $437K
Provident Investment Management, Inc. 0.04% No change 1,185 $437K
Parkside Financial Bank & Trust 0.03% No change 1,183 $436K
Howard Wealth Management, LLC 0.16% No change 1,180 $435K
Cynosure Group, LLC 0.07% Reduce -3.2% 1,180 $435K
Glassman Wealth Services 0.05% Reduce -9.0% 1,180 $435K
Prentiss Smith & Co. Inc. 0.24% No change 1,176 $433K
Ameriflex Group, Inc. 0.18% Add +0.1% 1,176 $433K
Avise Financial Cooperative, Inc. 0.31% No change 1,175 $433K
Novak & Powell Financial Services, Inc. 0.20% Add +1.3% 1,174 $432K
Unique Wealth Strategies, LLC 0.16% Add +4.9% 1,170 $431K
Financial Insights, Inc. 0.12% Add +5.4% 1,170 $431K
Main Management LLC 0.03% No change 1,166 $430K
Portland Global Advisors LLC 0.04% No change 1,165 $429K
Belfer Management LLC 7.11% No change 1,164 $429K
Sandhill Capital Partners LLC 0.03% Reduce -0.7% 1,164 $429K
Bard Associates Inc. 0.10% Add +12.8% 1,163 $428K
Wood Tarver Financial Group, LLC 0.10% Reduce -3.6% 1,164 $428K
Highlander Partners, L.P. 0.14% No change 1,160 $427K
Fund Evaluation Group, LLC 0.01% New 1,160 $427K
Vigil Wealth Management, LLC 0.30% Reduce -2.3% 1,158 $427K
Cathy Pareto & Associates, Inc. 0.25% Reduce -14.7% 1,157 $426K
Cannon Financial Strategists, Inc. 0.05% No change 1,157 $426K
Richardson Financial Services Inc. 0.24% Reduce -2.3% 1,156 $426K
Sigma Investment Counselors Inc. 0.02% Reduce -0.9% 1,155 $425K
Mustico Financial Group, Inc. 0.28% Add +1.5% 1,144 $425K
Wealth Alliance, LLC 0.04% Add +15.0% 1,153 $425K
Point72 Asset Management 0.00% Reduce -97.7% 1,151 $424K
Tanager Wealth Management LLP 0.04% Add +1.8% 1,149 $423K
Brady Family Wealth, LLC 0.12% Add +23.8% 1,146 $422K
Private Capital Advisors, Inc. 0.04% No change 1,143 $421K
City Center Advisors, LLC 0.34% Reduce -4.4% 1,141 $420K
Marks Group Wealth Management, Inc 0.04% No change 1,141 $420K
Diker Management LLC 0.32% No change 1,137 $419K
Accretive Wealth Partners, LLC 0.10% Add +49.0% 1,137 $419K
Stephenson & Company, Inc. 0.20% Reduce -4.5% 1,136 $418K
McGuire Capital Advisors Inc. 0.23% Add +0.3% 1,130 $416K
Orion Capital Management LLC 0.13% Add +15.3% 1,130 $416K
Iron Gate Global Advisors LLC 0.04% Reduce -22.3% 1,128 $416K
Wealth Effects LLC 0.11% Add +16.6% 1,127 $415K
Lavaca Capital LLC 0.04% New 1,126 $415K
CPR Investments Inc. 0.32% Reduce -95.3% 1,126 $415K
Chapin Davis, Inc. 0.07% Reduce -3.7% 1,123 $414K
WPWealth LLP 0.06% Reduce -55.3% 1,123 $414K
Walker Asset Management, LLC 0.21% No change 1,120 $413K
Carmel Capital Management L.L.C. 0.09% No change 1,120 $413K
Lantz Financial LLC 0.08% No change 1,120 $413K
Prudent Investors Network, Inc. 0.08% Reduce -23.9% 1,118 $412K
Apex Wealth Management, LLC 0.25% Add +0.8% 1,117 $411K
M1 Capital Management LLC 0.15% Reduce -14.9% 1,115 $411K
Ironwood Financial, llc 0.06% Reduce -0.6% 1,117 $410K
Lewis Asset Management, LLC 0.14% No change 1,113 $410K
TLWM 0.07% No change 1,112 $410K
Schwallier Wealth Management LLC 0.26% No change 1,110 $409K
Kings Path Partners LLC 0.11% Add +37.1% 1,109 $409K
Satovsky Asset Management LLC 0.06% No change 1,106 $407K
Portside Wealth Group, LLC 0.05% Add +10.8% 1,105 $407K
Asset Advisors Investment Management, LLC 0.04% No change 1,105 $407K
Rolek Wealth Management LLC 0.23% Add +7.2% 1,103 $406K
Infrastructure Capital Advisors, LLC 0.06% Add +83.2% 1,101 $406K
Unified Investment Management 0.38% No change 1,098 $404K
Westhampton Capital, LLC 0.17% No change 1,098 $404K
Heron Bay Capital Management 0.04% New 1,098 $404K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -1.7% 1,094 $404K
1620 Investment Advisors, Inc. 0.25% No change 1,096 $404K
SJS Investment Consulting Inc. 0.04% Add +0.1% 1,095 $403K
Straight Path Wealth Management 0.09% Add +0.5% 1,093 $403K
Sage Financial Group Inc. 0.02% Add +7.6% 1,090 $401K
Lester Murray Antman dba SimplyRich 0.09% No change 1,089 $401K
Virginia Wealth Management Group, Inc. 0.21% Add +26.8% 1,087 $400K
Middleton & Co. Inc. 0.04% No change 1,087 $400K
Uhlmann Price Securities, LLC 0.01% Add +16.3% 1,086 $400K
Brian Low Financial Group, LLC 0.23% Reduce -10.3% 1,086 $400K
MB Generational Wealth, LLC 0.20% Add +7.6% 1,086 $400K
Facet Wealth, Inc. 0.01% Reduce -16.4% 1,085 $400K
Kane Investment Management, Inc. 0.17% Reduce -11.5% 1,082 $399K
Blue Chip Partners, LLC 0.03% No change 1,081 $398K
Cassady Wealth & Retirement Planning, LLC 0.18% Reduce -4.7% 1,078 $397K
Vanguard Capital Wealth Advisors 0.27% Reduce -8.5% 1,077 $397K
CAP Partners, LLC 0.19% Add +0.9% 1,075 $396K
Capital Management Associates, Inc 0.08% Reduce -0.1% 1,075 $396K
Beverly Hills Private Wealth, LLC 0.08% Reduce -0.2% 1,074 $396K
Opus Capital Group, LLC 0.04% No change 1,073 $395K
Financial Freedom, LLC 0.18% No change 1,072 $395K
SilverOak Wealth Management LLC 0.05% No change 1,071 $395K
American Asset Management Inc. 0.32% Reduce -5.6% 1,070 $394K
Gallacher Capital Management LLC 0.22% Reduce -4.7% 1,067 $393K
Strategy Asset Managers LLC 0.06% Reduce -78.4% 1,066 $393K
Northstar Group, Inc. 0.05% No change 1,064 $392K
F/m Investments LLC 0.02% No change 1,063 $392K
Plante Moran Financial Advisors, LLC 0.02% Add +4.4% 1,059 $390K
Quartz Partners, LLC 0.13% Reduce -28.1% 1,058 $390K
Independent Solutions Wealth Management, LLC 0.05% Reduce -16.4% 1,058 $390K
Summit Global Investments 0.02% Reduce -0.1% 1,057 $389K
Hoge Financial Services, LLC 0.18% Add +0.2% 1,049 $386K
Invariant Investment Management 0.23% No change 1,011 $386K
Dahring | Cusmano LLC 0.20% No change 1,043 $384K
Elser Financial Planning, Inc 0.02% No change 1,043 $384K
Intrepid Capital Management Inc. 0.16% No change 1,041 $383K
Vantage Point Financial LLC 0.12% Reduce -2.4% 1,040 $383K
Holderness Investments Co. 0.06% Add +4.5% 1,038 $382K
Sageworth Trust Co of South Dakota 0.24% No change 1,035 $381K
Vance Wealth, LLC 0.09% No change 1,034 $381K
TrueWealth Advisors, LLC 0.09% No change 1,033 $381K
Integral Investment Advisors, Inc. 0.08% No change 1,033 $381K
Norris Perne & French LLP 0.02% Reduce -3.4% 1,032 $380K
Sage Rhino Capital LLC 0.06% Reduce -28.9% 1,032 $380K
XY Planning Network, Inc. 0.05% Reduce -27.9% 1,029 $379K
Horst & Graben Wealth Management LLC 0.05% No change 1,021 $378K
Great Lakes Retirement, Inc. 0.03% No change 1,026 $378K
Faithward Advisors, LLC 0.05% Reduce -11.3% 1,025 $378K
Peak Retirement Planning, Inc. 0.06% Add +35.5% 1,024 $377K
Princeton Capital Management LLC 0.08% No change 1,022 $376K
Burney Co./ 0.01% No change 1,020 $376K
Miramontes Capital, LLC 0.12% Add +0.2% 1,019 $375K
Prosperity Advisers, LLC 0.27% Reduce -12.3% 1,018 $375K
Villere St Denis J & Co. LLC 0.05% Add +24.8% 1,016 $374K
Beacon Financial Advisory LLC 0.07% Reduce -9.9% 1,014 $374K
Guidance Point Advisors, LLC 0.08% Add +0.9% 1,012 $374K
Carrera Capital Advisors 0.06% No change 1,013 $373K
L & S Advisors Inc 0.04% Reduce -16.2% 1,011 $372K
Semus Wealth Partners LLC 0.18% Add +42.3% 1,009 $372K
Whitener Capital Management, Inc. 0.08% Reduce -12.4% 1,007 $371K
JNBA Financial Advisors 0.03% No change 1,007 $371K
Bragg Financial Advisors, Inc 0.01% No change 1,006 $371K
GeoWealth Management, LLC 0.01% Reduce -18.9% 1,003 $370K
Citadel Advisors 0.00% Reduce -99.5% 1,002 $369K
Vilga Financial Planning LLC 0.28% No change 1,000 $368K
Black Maple Capital Management LP 0.25% No change 1,000 $368K
Argyle Capital Partners, LLC 0.23% Add +51.5% 1,000 $368K
Chelsea Counsel Co. 0.16% No change 1,000 $368K
Shay Capital LLC 0.04% New 1,000 $368K
Old West Investment Management, LLC 0.04% No change 1,000 $368K
Birchcreek Wealth Management, LLC 0.14% Add +34.5% 998 $368K
Keystone Global Partners, LLC 0.14% No change 998 $368K
Matrix Asset Advisors Inc. 0.03% Add +1.4% 998 $368K
Bernardo Wealth Planning LLC 0.06% No change 996 $367K
Maltin Wealth Management, Inc. 0.12% No change 992 $365K
Wealth Enhancement Trust Services, Inc. 0.04% Reduce -60.9% 992 $365K
BCV Asset Management Inc. 0.01% Add +0.2% 987 $365K
Iams Wealth Management, LLC 0.11% Reduce -33.9% 988 $364K
PFS Partners, LLC 0.15% Reduce -2.5% 988 $364K
First Merchants Corp. 0.01% Reduce -4.2% 988 $364K
Maia Wealth LLC 0.05% Add +3.0% 986 $363K
Family Manage LLC 0.04% No change 983 $362K
FWG Holdings, LLC 0.13% Reduce -31.4% 973 $362K
IVC Wealth Advisors LLC 0.14% No change 982 $362K
Powell Investment Advisors, LLC 0.11% Reduce -18.7% 981 $361K
River Street Advisors LLC 0.11% Reduce -5.3% 981 $361K
Channel Wealth LLC 0.08% Reduce -1.4% 980 $361K
Broadway Wealth Solutions, Inc. 0.17% Add +6.5% 978 $360K
POM Investment Strategies, LLC 0.41% Add +148.1% 975 $359K
Compagnie Lombard Odier SCmA 0.00% Reduce -71.1% 975 $359K
Ruggaard & Associates LLC 0.13% No change 973 $358K
Paragon Advisors, LLC 0.08% Add +7.5% 972 $358K
MCF Advisors LLC 0.01% Add +9.5% 971 $358K
Smith Thornton Advisors LLC 0.16% No change 973 $357K
Blossom Wealth Management 0.50% No change 969 $357K
Worth Financial Advisory Group, LLC 0.15% New 968 $357K
Zhang Financial LLC 0.01% Reduce -1.1% 966 $356K
Coquina Private Wealth LLC 0.24% No change 965 $355K
First Financial Corp. 0.12% Add +0.1% 965 $355K
Boston Standard Wealth Management, LLC 0.05% No change 946 $355K
Joule Financial, LLC 0.10% Reduce -2.8% 964 $355K
Sterling Investment Counsel, LLC 0.08% No change 964 $355K
Highland Financial Advisors, LLC 0.08% New 964 $355K
CacheTech Inc. 0.06% Add +101.7% 962 $354K
T. Rowe Price Associates Inc. 0.00% No change 960 $354K
FSA Advisors, Inc. 0.16% Reduce -9.2% 960 $354K
Resurgent Financial Advisors LLC 0.10% Add +60.9% 959 $353K
BCGM Wealth Management, LLC 0.07% New 958 $353K
Baring Financial LLC 0.19% Reduce -1.9% 957 $353K
Smith Chas P & Associates Pa Cpas 0.02% No change 957 $353K
Southern Capital Advisors, LLC 0.15% No change 956 $352K
Shepherd Financial Partners LLC 0.03% No change 951 $350K
Collaborative Wealth Managment Inc. 0.15% Reduce -26.9% 950 $350K
Pathway Financial Advisers, LLC 0.09% Reduce -6.8% 950 $350K
Exit Wealth Advisors, LLC. 0.16% No change 949 $350K
TFR Capital, LLC. 0.10% Add +1.3% 947 $349K
Kieckhefer Group LLC 0.14% No change 945 $348K
Roman Butler Fullerton & Co. 0.08% Add +37.0% 947 $348K
Symphony Financial Services, Inc. 0.16% Reduce -2.3% 943 $347K
Ade, LLC 0.15% Reduce -6.5% 940 $346K
Astoria Portfolio Advisors LLC. 0.06% Reduce -67.3% 940 $346K
McDaniel Terry & Co. 0.03% No change 939 $346K
Cape Investment Advisory, Inc. 0.09% Add +5.8% 938 $346K
Gilliland Jeter Wealth Management LLC 0.09% No change 937 $345K
CogentBlue Wealth Advisors, LLC 0.20% New 936 $345K
Cary Street Partners Investment Advisory LLC 0.07% Add +119.2% 936 $345K
McDonough Capital Management, Inc 0.17% No change 936 $345K
West Bancorporation Inc. 0.15% No change 934 $344K
Destination Wealth Management 0.01% No change 933 $344K
Planning Center, Inc. 0.03% Add +3.1% 931 $343K
LaFleur & Godfrey LLC 0.04% Reduce -11.4% 930 $343K
Vima LLC 0.34% — 930 $343K
Financial & Tax Architects, LLC 0.07% Reduce -91.2% 930 $343K
Icon Wealth Advisors, LLC 0.02% No change 929 $342K
Mission Hills Financial Advisory, LLC 0.15% Add +13.4% 929 $342K
Cornerstone Management, Inc. 0.05% Reduce -7.4% 926 $341K
Sloy Dahl & Holst, LLC 0.04% No change 924 $340K
PVG Asset Management Corp. 0.20% Reduce -0.4% 923 $340K
McCarter Private Wealth Services LLC 0.12% Add +0.6% 918 $338K
Tortoise Investment Management, LLC 0.03% Reduce -30.6% 917 $338K
Gordian Advisors LLC 0.20% No change 916 $337K
Eq Wealth Advisors, LLC 0.18% Reduce -0.8% 911 $336K
Integrated Wealth Management 0.35% Reduce -1.0% 908 $334K
City State Bank 0.08% Reduce -4.3% 907 $334K
Bill Few Associates, Inc. 0.07% Reduce -12.2% 907 $334K
United Capital Management of KS, Inc. 0.04% No change 907 $334K
Johnson Financial Group, Inc. 0.01% Add +209.2% 906 $334K
Atlantic Edge Private Wealth Management, LLC 0.07% No change 905 $333K
Hoey Investments, Inc. 0.04% Reduce -9.5% 905 $333K
Salomon & Ludwin, LLC 0.03% Add +24.1% 896 $332K
Peninsula Asset Management Inc. 0.16% No change 900 $332K
Sonata Capital Group Inc. 0.11% Add +28.6% 900 $332K
Nomura Asset Management Co. Ltd. 0.00% Add +3.0% 900 $332K
City National Bank of Florida 0.14% Reduce -44.9% 898 $331K
Pandowealth. LLC 0.27% No change 895 $330K
Fulcrum Equity Management 0.27% No change 895 $330K
Advisortrust Partners, LLC 0.11% Reduce -96.2% 895 $330K
Graves Light Lenhart Wealth, Inc. 0.03% Add +15.6% 889 $327K
True North Advisors, LLC 0.03% New 888 $327K
Dynamic Technology Lab Private Ltd 0.07% Add +4.5% 889 $327K
Kelly Financial Services LLC 0.07% Add +4.4% 886 $327K
Wealth Care LLC 0.26% No change 885 $326K
New Republic Capital, LLC 0.08% No change 885 $326K
Bitterroot Capital Advisors LLC 0.20% No change 883 $325K
Garrett Wealth Advisory Group, LLC 0.05% Reduce -6.7% 882 $325K
Horrell Capital Management, Inc. 0.15% No change 881 $325K
ZynergyRetirementPlanningLLC 0.18% Reduce -1.0% 880 $324K
Ridgecrest Wealth Partners, LLC 0.16% No change 880 $324K
RVW Wealth, LLC 0.02% Add +2.8% 879 $324K
Shariaportfolio, Inc. 0.11% Add +0.1% 878 $323K
Endeavor Private Wealth, Inc. 0.08% Reduce -5.0% 878 $323K
BNB Wealth Management, LLC 0.18% Add +2.1% 877 $323K
Moneywise, Inc. 0.12% No change 876 $323K
Farrell Financial LLC 0.17% No change 875 $322K
WJ Interests, LLC 0.12% No change 875 $322K
Professional Advisory Services Inc. 0.04% New 875 $322K
Compton Financial Group, LLC 0.06% No change 874 $322K
Raab & Moskowitz Asset Management LLC 0.06% Reduce -18.7% 870 $320K
Davidson Investment Advisors 0.01% Reduce -55.3% 870 $320K
Elm Partners Management LLC 0.01% Add +3.7% 870 $320K
Dopkins Wealth Management, LLC 0.12% No change 869 $320K
Lebenthal Global Advisors, LLC 0.04% Add +1.5% 868 $320K
Drive Wealth Management, LLC 0.06% No change 867 $319K
John A. Wolfe & Associates, Inc. 0.44% No change 866 $319K
Delta Asset Management LLC 0.03% No change 865 $319K
October Effect Ltd 0.30% Reduce -2.5% 864 $318K
Advocate Investing Services LLC 0.24% No change 863 $318K
Clark Financial Services Group Inc. 0.15% Add +0.2% 862 $318K
Bond & Devick Financial Network, Inc. 0.08% No change 862 $318K
Core Wealth Advisors, Inc. 0.06% Add +0.1% 861 $317K
PICTET BANK & TRUST Ltd 0.34% New 862 $316K
Ackerman Capital Advisors, LLC 0.06% Add +0.2% 857 $316K
Summit Investment Advisory Services, LLC 0.08% Add +4.3% 856 $315K
Peak Financial Management, Inc. 0.07% Add +35.7% 856 $315K
1900 Wealth Management LLC 0.02% Reduce -14.1% 853 $314K
Consultiva Wealth Management, Corp. 0.71% No change 850 $313K
Citrine Capital LLC 0.12% No change 850 $313K
Vermillion Wealth Management, Inc. 0.07% No change 850 $313K
Peak Asset Management, LLC 0.05% No change 850 $313K
Rollins Financial Advisors, LLC 0.04% Add +16.5% 849 $313K
Fortune Financial Advisors, LLC 0.13% No change 847 $312K
71 West Capital Partners 0.01% Add +1.7% 846 $312K
Team Financial Group, LLC 0.13% Add +273.9% 845 $311K
Strategic Equity Management 0.10% No change 845 $311K
Fielder Capital Group LLC 0.07% No change 845 $311K
Financial Security Advisor, Inc. 0.05% Reduce -2.9% 844 $311K
Hanover Advisors Inc. 0.11% No change 843 $311K
Bannerstone Capital Management, LLC 0.26% Reduce -2.3% 842 $310K
Cutler Capital Management, LLC 0.10% Add +84.7% 842 $310K
Shepherd Kaplan Krochuk, LLC 0.25% No change 841 $310K
David J Yvars Group 0.15% No change 840 $309K
Thrive Wealth Management, LLC 0.04% Reduce -4.0% 840 $309K
TCP Asset Management, LLC 0.04% No change 839 $309K
Asset Advisory Group, Inc. 0.13% Reduce -10.9% 838 $309K
Financial Perspectives, Inc 0.08% No change 838 $309K
Mach-1 Financial Group, LLC 0.12% Reduce -30.5% 837 $308K
WestHill Financial Advisors, Inc. 0.05% Reduce -1.4% 836 $308K
Goodman Financial Corp 0.05% Reduce -40.8% 835 $308K
Aviso Financial Inc. 0.01% No change 833 $307K
DKM Wealth Management, Inc. 0.20% No change 828 $305K
Aegis Financial Corp. 0.05% No change 828 $305K
Barden Capital Management, Inc. 0.28% Reduce -2.7% 827 $305K
MRWM Advisors, LLC 0.13% No change 827 $305K
Heritage Wealth Management, Inc. 0.08% Add +1.6% 827 $305K
Missouri Trust & Investment Co 0.08% Reduce -53.2% 819 $304K
William John Sempolinski 0.12% New 825 $304K
K.J. Harrison & Partners Inc 0.04% No change 825 $304K
Prevail Innovative Wealth Advisors, LLC 0.05% Add +67.1% 824 $304K
Allen Wealth Management, LLC 0.15% Reduce -12.2% 823 $303K
Principia Wealth Advisory, LLC 0.15% Add +0.1% 822 $303K
Partners Wealth Management, LLC 0.30% Reduce -4.7% 821 $303K
Ferguson Shapiro LLC 0.09% Add +54.9% 821 $302K
Round Rock Advisors LLC 0.04% No change 821 $302K
First Nebraska Trust Co 0.02% No change 820 $302K
Vident Advisory, LLC 0.00% Add +67.0% 820 $302K
Accredited Investors Inc. 0.01% Reduce -10.9% 819 $302K
DWM Financial Group, Inc. 0.27% — 760 $301K
First Western Trust Bank 0.01% Add +4.5% 817 $301K
LBMC Investment Advisors, LLC 0.02% No change 815 $300K
IRON Financial LLC 0.12% No change 813 $299K
Ethic Inc. 0.00% Add +41.9% 813 $299K
Dover Advisors, LLC 0.12% Reduce -31.7% 753 $298K
Aegis Wealth Management, Inc. 0.19% Add +23.7% 808 $298K
Long Island Wealth Management, Inc. 0.12% No change 808 $298K
Cura Wealth Advisors, LLC 0.13% Add +0.1% 807 $297K
Parkshore Wealth Management, Inc. 0.09% No change 807 $297K
Purpose Unlimited Inc. 0.01% Add +41.9% 806 $297K
Chris Bulman Inc 0.11% Add +1.8% 805 $297K
AssuredPartners Investment Advisors, LLC 0.03% Reduce -1.9% 804 $296K
Financial Network Wealth Advisors LLC 0.30% Add +7.9% 802 $295K
Detalus Advisors, LLC 0.06% Add +1.3% 802 $295K
REDW Wealth LLC 0.11% Add +0.4% 801 $295K
Haven Private, LLC 0.11% No change 800 $295K
Osprey Private Wealth LLC 0.08% No change 800 $295K
Gibson Capital, LLC 0.05% No change 800 $295K
Kavar Capital Partners Group, LLC 0.04% No change 800 $295K
Barr E S & Co. 0.02% No change 800 $295K
Bay Capital Advisors, LLC 0.16% No change 794 $292K
Patrick M Sweeney & Associates, Inc. 0.17% Reduce -1.9% 791 $291K
Barnes Pettey Financial Advisors, LLC 0.09% No change 789 $291K
Strategic Family Wealth Counselors, L.L.C. 0.07% No change 789 $291K
Merkkuri Wealth Advisors LLC 0.18% Reduce -13.0% 788 $290K
Pine Haven Investment Counsel, Inc 0.20% No change 788 $290K
Security Financial Services, INC. 0.04% Reduce -10.6% 787 $290K
Hickory Point Bank & Trust 0.18% No change 785 $289K
Culbertson A N & Co. Inc. 0.03% New 785 $289K
Integrity Advisory Solutions, LLC 0.03% Add +50.8% 784 $289K
Financial Advisors Network, Inc. 0.04% Reduce -4.2% 783 $288K
RiverFront Investment Group, LLC 0.00% No change 782 $288K
Financial Concepts Unlimited, Inc. 0.23% No change 781 $288K
Spectrum Asset Management, Inc. (NB/CA) 0.08% Reduce -10.6% 780 $287K
RFG - Bristol Wealth Advisors, LLC 0.07% Add +5.0% 777 $286K
Cypress Capital Management LLC (WY) 0.24% No change 774 $285K
Sound Financial Strategies Group, LLC 0.18% Reduce -12.6% 773 $285K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -1.9% 773 $285K
Ranch Capital Advisors Inc. 0.09% Reduce -6.1% 772 $284K
apricus wealth, LLC 0.14% New 771 $284K
Dagco, Inc. 0.05% Reduce -17.8% 770 $284K
Studio Investment Management LLC 0.05% No change 770 $284K
Condor Capital Management 0.02% No change 770 $284K
Bruce G. Allen Investments, LLC 0.18% No change 768 $283K
Brightwater Advisory LLC 0.18% No change 768 $283K
Bare Financial Services, Inc 0.06% Reduce -16.3% 768 $283K
Phil A. Younker & Associates, Ltd. 0.19% No change 766 $282K
Granite Islands Private Wealth, LLC 0.21% Reduce -7.3% 765 $282K
MRA Advisory Group 0.10% No change 765 $282K
Great Diamond Partners, LLC 0.05% No change 765 $282K
Gambit Capital Management, LLC 0.16% Reduce -6.8% 761 $280K
Yarger Wealth Strategies, LLC 0.10% Reduce -17.5% 743 $280K
Viewpoint Capital Management LLC 0.14% Reduce -3.8% 890 $280K
William Mack & Associates, Inc. 0.10% Add +16.0% 760 $280K
Financial Consulate, Inc. 0.03% Add +3.4% 760 $280K
Insight Wealth Strategies, LLC 0.03% Reduce -1.3% 754 $279K
Covestor Ltd 0.16% Reduce -21.2% 757 $279K
Q3 Asset Management 0.05% Reduce -27.2% 759 $279K
Scholtz & Company, LLC 0.14% Reduce -3.6% 756 $278K
Eaton-Cambridge Inc. 0.08% Add +3.0% 755 $278K
Boyum Wealth Architects LLC 0.11% No change 757 $278K
CGN Advisors LLC 0.02% Reduce -2.6% 754 $278K
GHP Investment Advisors, Inc. 0.01% Reduce -3.2% 754 $278K
Risk Paradigm Group, LLC 0.22% New 753 $277K
Synergy Investment Management, LLC 0.07% Reduce -1.8% 752 $277K
Chemung Canal Trust Co. 0.05% Reduce -10.3% 750 $276K
Alaska Wealth Advisors, LLC 0.03% Add +7.1% 750 $276K
Fishman Jay A Ltd. 0.02% No change 750 $276K
Aureus Asset Management, LLC 0.02% No change 750 $276K
Capstone Investment Advisors, LLC 0.00% New 750 $276K
Paragon Capital Management Inc. 0.21% Add +3.2% 747 $275K
Accredited Investor Services, LLC 0.16% No change 747 $275K
Parr McKnight Wealth Management Group, LLC 0.03% No change 747 $275K
Berman McAleer LLC 0.03% No change 745 $274K
Third View Private Wealth, LLC 0.03% Reduce -29.5% 744 $274K
St Germain D J Co. Inc. 0.01% Add +41.3% 743 $274K
Focused Wealth Management, Inc 0.02% Reduce -4.8% 742 $273K
Spinnaker Investment Group, LLC 0.04% Add +44.6% 742 $273K
Norden Group LLC 0.02% Add +9.4% 742 $273K
North Forty Two & Co. 0.23% No change 741 $273K
Lantern Wealth Advisors, LLC 0.13% No change 741 $273K
First County Bank 0.13% No change 740 $273K
Pennsylvania Capital Management Inc. 0.07% No change 739 $272K
Meriwether Wealth & Planning, LLC 0.13% No change 738 $272K
Rodgers Brothers Inc. 0.03% No change 738 $272K
KG Capital Management 0.16% Reduce -0.3% 735 $271K
Clean Yield Group 0.07% No change 735 $271K
Stone House Investment Management, LLC 0.04% Add +2.5% 733 $270K
Cadinha & Co. LLC 0.04% No change 730 $269K
Pension & Wealth Management Advisors, Inc. 0.07% Add +218.3% 729 $269K
North Berkeley Wealth Management, LLC 0.11% No change 727 $268K
Measured Risk Portfolios, Inc. 0.24% New 727 $268K
JM2 Capital Inc. 0.18% Reduce -0.7% 726 $267K
Marshall Financial Group, LLC 0.04% Reduce -0.3% 726 $267K
Westview Management dba Westview Investment Advisors 0.13% Reduce -19.4% 725 $267K
Z3 Capital Partners, LLC 0.06% No change 725 $267K
AG Asset Advisory, LLC 0.22% No change 723 $266K
BCS Wealth Management 0.05% Add +13.5% 723 $266K
Center for Financial Planning, Inc. 0.02% No change 722 $266K
KOM Wealth Management Group, LLC 0.16% Reduce -6.7% 721 $266K
Tru Independence Asset Management 2, LLC 0.14% Add +16.3% 720 $265K
Cascade Investment Group, Inc. 0.15% No change 718 $264K
Confluence Investment Management LLC 0.00% No change 718 $264K
Capital CS Group, LLC 0.39% Reduce -43.4% 717 $264K
NorthAvenue LLC 0.19% No change 717 $264K
Everpar Advisors LLC 0.08% Reduce -13.8% 717 $264K
Columbus Macro, LLC 0.03% Reduce -69.6% 717 $264K
Register Financial Advisors LLC 0.08% Add +1.7% 716 $264K
Tounjian Advisory Partners, LLC 0.11% New 715 $263K
Clear Point Advisors Inc. 0.23% Reduce -50.1% 713 $263K
Journey Retirement Planning & Investment Management LLC 0.20% Reduce -0.4% 712 $262K
Cladis Investment Advisory, LLC 0.12% No change 712 $262K
TradeWell Securities, LLC. 0.09% Add +3.9% 712 $262K
American Financial Advisors, LLC 0.03% Reduce -0.4% 711 $262K
Opus Financial Solutions LLC 0.21% No change 710 $262K
Grant Private Wealth Management Inc 0.11% Reduce -2.1% 709 $261K
Pathway Financial Advisors LLC 0.03% No change 690 $261K
Taylor Securities Services, Inc. 0.11% Add +5.7% 708 $261K
Byrne Financial Freedom, LLC 0.10% Add +14.2% 707 $260K
Wealth Architects, LLC 0.02% No change 705 $260K
Persium Advisors, LLC 0.17% New 702 $259K
Interactive Financial Advisors, Inc. 0.16% Add +0.4% 701 $258K
E6 Portfolios, LLC 0.21% Add +21.1% 701 $258K
Lagoda Investment Management, L.P. 0.14% Add +16.7% 700 $258K
One Plus One Wealth Management, LLC 0.11% No change 700 $258K
Key Financial Inc 0.04% Reduce -27.5% 700 $258K
Mill Capital Management, LLC 0.02% New 700 $258K
Sierra Capital LLC 0.02% New 699 $257K
Gilman Hill Asset Management, LLC 0.04% Reduce -47.3% 698 $257K
Performance Wealth Partners, LLC 0.01% Add +14.4% 697 $257K
Serenity Investment Advisors 0.11% Add +13.8% 618 $257K
Slagle Financial, LLC 0.08% Reduce -24.8% 696 $256K
Capital Planning LLC 0.07% No change 696 $256K
Central Valley Advisors, LLC 0.07% Reduce -22.3% 696 $256K
Impact Investors, Inc 0.19% Reduce -1.0% 695 $256K
Stevens Capital Partners 0.05% No change 693 $255K
Waycross Investment Management Co 0.19% Add +13.4% 693 $255K
BankPlus Trust Department 0.06% Add +9.0% 692 $255K
Fagan Associates, Inc. 0.03% No change 692 $255K
Lake Street Private Wealth, LLC 0.03% Add +9.2% 692 $255K
Peachtree Investment Partners, LLC 0.08% Reduce -20.9% 691 $255K
Washburn Capital Management, Inc. 0.13% Add +7.8% 690 $254K
Guardian Financial Partners, LLC 0.10% No change 689 $254K
Signal Tree Financial Partners LLC 0.17% No change 688 $253K
Souders Financial Advisors 0.03% New 688 $253K
Diversified Portfolios, Inc. 0.02% Reduce -2.3% 688 $253K
A&I Financial Services, LLC 0.11% No change 687 $253K
Panoramic Capital Partners, LLC 0.12% New 686 $253K
Kearns & Associates LLC 0.12% No change 685 $252K
Rockbridge Investment Management, LCC 0.02% No change 683 $252K
Discovery Capital Management, LLC / CT 0.01% No change 682 $251K
Foster Dykema Cabot & Partners, LLC 0.01% No change 681 $251K
Empire Financial Management Company, LLC 0.10% No change 680 $250K
Resolute Capital, LLC 0.09% New 679 $250K
LongView Wealth Management 0.06% Add +1.2% 678 $250K
Patton Fund Management, Inc. 0.05% Reduce -13.6% 678 $250K
Echo45 Advisors LLC 0.13% No change 677 $249K
Whelan Financial 0.07% No change 677 $249K
Vawter Financial, Ltd. 0.09% No change 675 $249K
GAMMA Investing LLC 0.01% Reduce -0.4% 675 $249K
Sterling Capital Management LLC 0.00% No change 675 $249K
Cedar Wealth Management, LLC 0.06% No change 673 $248K
Heck Capital Advisors, LLC 0.01% No change 670 $247K
Retirement Planning Group, LLC / NY 0.13% Add +8.6% 669 $246K
Opal Wealth Advisors, LLC 0.05% Add +0.8% 667 $246K
Northstar Advisory Group, LLC 0.08% Reduce -85.4% 667 $246K
Colonial River Investments, LLC 0.07% Reduce -21.0% 667 $246K
Hughes Financial Services, LLC 0.03% No change 667 $246K
Arcus Capital Partners, LLC 0.10% Reduce -92.1% 666 $245K
Select Asset Management & Trust 0.07% No change 666 $245K
Clearstead Trust, LLC 0.03% Reduce -7.0% 664 $245K
Monetary Solutions, Ltd 0.21% No change 663 $244K
Miller Global Investments, LLC 0.20% No change 663 $244K
Eagle Bay Advisors LLC 0.18% Reduce -26.3% 663 $244K
Jessup Wealth Management, Inc 0.07% Reduce -2.8% 662 $244K
Annis Gardner Whiting Capital Advisors, LLC 0.04% Add +1.2% 659 $243K
Operose Advisors LLC 0.05% Add +0.5% 656 $242K
Juno Financial Group LLC 0.09% No change 656 $242K
Smith Salley Wealth Management 0.01% Add +8.3% 656 $242K
Abbot Financial Management, Inc. 0.09% No change 655 $241K
Capital Investment Counsel, LLC 0.03% Reduce -25.8% 655 $241K
BCR Wealth Strategies, LLC 0.07% No change 656 $241K
Wealth Group Ltd 0.05% No change 654 $241K
Alpha Zero LLC 0.09% Add +6.0% 658 $240K
Heirloom Wealth Management 0.03% Reduce -7.1% 651 $240K
Rasp Wealth Solutions, LLC 0.08% — 650 $240K
WealthTrust Axiom LLC 0.05% No change 650 $240K
Baldwin Investment Management, LLC 0.02% Reduce -10.5% 650 $239K
Legacy Private Trust Co. 0.01% Add +32.4% 650 $239K
3EDGE Asset Management, LP 0.01% Add +18.2% 650 $239K
Tranquility Partners, LLC 0.08% No change 648 $239K
Putney Financial Group LLC 0.21% No change 647 $238K
Forefront Wealth Partners, LLC 0.07% Reduce -17.2% 645 $238K
Madison Park Capital Advisors, LLC 0.17% Add +213.9% 1,516 $237K
Brasada Capital Management, LP 0.04% No change 644 $237K
Wealth Management Strategies, Inc. 0.09% No change 643 $237K
Weitzel Financial Services, Inc. 0.08% Reduce -20.1% 627 $236K
Nautilus Advisors LLC 0.14% No change 626 $236K
WoodTrust Financial Corp 0.03% No change 642 $236K
Elevation Wealth Management LLC 0.18% Add +3.7% 638 $235K
Financial Alternatives, Inc 0.12% Add +14.4% 636 $234K
Beacon Bank & Trust 0.04% No change 634 $234K
AA Financial Advisors, LLC 0.03% No change 633 $233K
Burton Enright Welch 0.03% Add +23.4% 633 $233K
Members Wealth LLC 0.13% New 631 $233K
Cherry Tree Wealth Management, LLC 0.04% Add +57.9% 630 $232K
Hudson Edge Investment Partners Inc. 0.03% New 630 $232K
Wills Financial Group LLC 0.08% No change 627 $231K
Royal Capital Wealth Management, LLC 0.13% No change 626 $231K
Ketron Financial 0.07% Add +0.2% 626 $231K
Fingerlakes Wealth Management, Inc. 0.12% Reduce -2.4% 624 $230K
Kiker Wealth Management, LLC 0.09% Add +5.0% 624 $230K
Legacy Financial Independent Advisors LLC 0.11% Reduce -8.1% 622 $229K
Client 1ST Advisory Group, LLC 0.06% Reduce -24.6% 620 $228K
Patton Albertson Miller Group, LLC 0.02% No change 620 $228K
Waddell & Associates, LLC 0.01% Reduce -4.3% 619 $228K
Optiver Holding B.V. 0.00% Add +72.9% 619 $228K
Mosaic Financial Group, LLC 0.15% No change 618 $228K
Crusonia Wealth Advisors LLC 0.04% Reduce -4.0% 618 $228K
Legacy Edge Advisors, LLC 0.02% Reduce -26.7% 618 $228K
Traphagen Investment Advisors LLC 0.02% Reduce -12.7% 617 $227K
Aspen Wealth Strategies, LLC 0.11% Add +10.2% 615 $227K
Cora Capital Advisors LLC 0.06% No change 615 $227K
Atlas Wealth LLC 0.04% No change 615 $227K
LifePlan Financial, LLC 0.16% No change 613 $226K
Keyes, Stange & Wooten Wealth Management, LLC 0.09% Reduce -5.7% 613 $226K
WFA of San Diego, LLC 0.18% No change 565 $225K
Field & Main Bank 0.05% Add +1.7% 611 $225K
Canandaigua National Bank & Trust Co. 0.02% — 611 $225K
Boston Common Asset Management, LLC 0.01% No change 609 $224K
Ellevest, Inc. 0.03% New 1,323 $224K
LCM Capital Management Inc 0.10% Add +3.1% 607 $224K
Vision Retirement, LLC 0.05% Add +14.1% 607 $224K
Castle Wealth Management LLC 0.07% No change 605 $223K
Elgethun Capital Management 0.03% Reduce -20.1% 605 $223K
Redstone Wealth Management, LLC 0.15% Add +10.4% 604 $223K
Vision Financial Markets LLC 0.19% Add +23.5% 600 $222K
Index Fund Advisors, Inc. 0.01% New 601 $221K
Lummis Asset Management, LP 0.13% No change 600 $221K
General Partner, Inc. 0.12% No change 600 $221K
Reliant Wealth Planning 0.06% No change 600 $221K
Trust Co. of Oklahoma 0.06% No change 600 $221K
Blueline Advisors LLC 0.15% No change 599 $221K
Wealthquest Corp 0.01% No change 599 $221K
Prasad Wealth Partners, LLC 0.05% Add +5.3% 598 $220K
Solutions 4 Wealth, Ltd 0.28% No change 597 $220K
Carmel Capital Partners, LLC 0.07% Add +4.4% 595 $219K
Rock Point Advisors, LLC 0.05% No change 595 $219K
Pacifica Partners Inc. 0.07% Reduce -0.2% 579 $219K
Stewardship Advisors, LLC 0.05% No change 594 $219K
LFG Wealth Partners, LLC 0.10% Add +5.0% 593 $218K
Allium Financial Advisors, LLC 0.14% No change 592 $218K
KDT Advisors, LLC 0.30% New 591 $218K
Tenet Wealth Partners, LLC 0.16% — 581 $218K
Banque Transatlantique SA 0.00% New 590 $217K
Contravisory Investment Management, Inc. 0.04% Reduce -3.1% 590 $217K
360 Financial, Inc. 0.06% No change 589 $217K
IAG Wealth Partners, LLC 0.02% Reduce -9.2% 589 $217K
LifePlan Investment Advisors, Inc. 0.07% No change 587 $216K
Sage Financial Management Group, Inc. 0.06% No change 587 $216K
OakTrust Wealth Advisors, LLC 0.19% No change 586 $216K
Cobblestone Asset Management LLC 0.09% Add +1.2% 586 $216K
Abound Wealth Management 0.04% Reduce -10.8% 585 $216K
Payne Capital Management, LLC 0.06% No change 585 $215K
Investors Asset Management of Georgia Inc. /Ga/ 0.07% No change 584 $215K
Cascade Investment Advisors, Inc. 0.12% Reduce -23.1% 583 $215K
Pachira Investments Inc. 0.08% Add +0.2% 582 $214K
Callahan Advisors, LLC 0.02% Reduce -27.4% 582 $214K
Hamilton Capital, LLC 0.01% No change 582 $214K
LYNX Capital Group Ltd. 0.09% Reduce -3.3% 579 $213K
Lakeridge Wealth Management LLC 0.08% Add +0.9% 579 $213K
Sanchez Wealth Management Group 0.04% No change 578 $213K
Napier Financial, LLC 0.04% No change 576 $212K
PMG Wealth Management, Inc. 0.13% No change 575 $212K
Legacy Capital Wealth Management, LLC 0.10% Reduce -42.4% 574 $211K
Foundry Financial Group, Inc. 0.09% No change 572 $211K
Silicon Valley Capital Partners 0.02% Add +11.7% 572 $211K
Brio Consultants, LLC 0.02% No change 570 $210K
Global Wealth Management Investment Advisory, Inc. 0.03% Add +0.2% 569 $210K
Freedom Day Solutions, LLC 0.05% New 568 $209K
Wagner Wealth Management, LLC 0.04% Reduce -2.2% 568 $209K
Precedent Wealth Partners, LLC 0.03% Add +3.1% 568 $209K
Concord Wealth Partners 0.02% No change 567 $209K
Colony Family Offices, LLC 0.05% Reduce -7.3% 567 $209K
Steffes Financial, Ltd. 0.09% No change 566 $209K
PCG Asset Management, LLC 0.15% Reduce -5.2% 564 $208K
Boyer Financial Services, Inc. 0.17% Add +5.8% 547 $207K
SFE Investment Counsel 0.03% Reduce -4.3% 560 $206K
Mackenzie Financial Corp. 0.00% No change 560 $206K
Seven Mile Advisory 0.14% No change 557 $205K
Premier Private Wealth Management LLC 0.18% No change 556 $205K
Axim Planning & Wealth 0.29% Reduce -0.5% 555 $204K
Paul R. Ried Financial Group, LLC 0.09% Reduce -6.3% 555 $204K
HT Partners LLC 0.06% No change 554 $204K
RW Investment Management LLC 0.02% No change 554 $204K
Tufton Capital Management 0.03% No change 555 $204K
Rooted Wealth Advisors, Inc. 0.05% No change 551 $203K
Chilton Investment Co. Inc. 0.00% Add +4.0% 551 $203K
Journey Beyond Wealth, LLC 0.16% No change 550 $203K
Ironsides Asset Advisors, LLC 0.05% No change 550 $203K
Lakeshore Financial Planning, Inc. 0.06% No change 547 $202K
Summit Wealth Group LLC / Co. 0.02% Reduce -33.9% 545 $201K
American National Bank & Trust 0.02% Add +5.6% 545 $201K
Shira Ridge Wealth Management 0.07% Add +0.7% 543 $200K
J. Derek Lewis & Associates Inc. 0.04% Add +5.2% 543 $200K
West Branch Capital LLC 0.05% No change 537 $198K
McDonald Partners LLC 0.05% New 536 $197K
Smallwood Wealth Investment Management, LLC 0.08% No change 525 $193K
Creative Capital Management Investments LLC 0.04% Add +36.8% 521 $192K
Regatta Research & Money Management 0.18% — 511 $188K
GW&K Investment Management, LLC 0.00% Add +232.2% 505 $186K
Financial Life Planners 0.12% Add +2.7% 500 $184K
Robinson Value Management, Ltd. 0.10% No change 500 $184K
Peoples Financial Services Corp. 0.08% No change 500 $184K
Miller Capital Partners, Inc. 0.07% No change 500 $184K
Morton Brown Family Wealth, LLC 0.04% No change 493 $182K
Seneschal Advisors, LLC 0.12% Add +0.8% 490 $181K
Old Second National Bank of Aurora 0.03% No change 489 $180K
Birch Capital Management, LLC 0.09% No change 488 $180K
Strategic Investment Advisors / MI 0.01% Reduce -9.1% 480 $177K
Elevation Wealth Partners, LLC 0.05% No change 478 $176K
Bullock Wealth Management Group 0.08% No change 467 $173K
Park Square Financial Group, LLC 1.56% Add +1.3% 468 $172K
Holos Integrated Wealth LLC 0.08% No change 451 $170K
New England Capital Financial Advisors LLC 0.04% No change 458 $169K
MilWealth Group LLC 0.04% No change 456 $168K
Bangor Savings Bank 0.01% No change 451 $166K
Boreal Capital Management LLC 0.14% New 450 $166K
Tradewinds Capital Management, LLC 0.03% Add +3.0% 443 $163K
Evermay Wealth Management LLC 0.02% Reduce -11.0% 443 $163K
Cedar Mountain Advisors, LLC 0.03% No change 442 $163K
Roxbury Financial LLC 0.13% Add +13.1% 432 $159K
Triumph Capital Management 0.03% Add +9.9% 432 $159K
Gilpin Wealth Management, LLC 0.11% No change 431 $159K
Howard Capital Management Group, LLC 0.01% No change 422 $155K
Acropolis Investment Management, LLC 0.01% No change 411 $151K
SOA Wealth Advisors, LLC. 0.02% Reduce -12.6% 397 $146K
Cheviot Value Management, LLC 0.01% Reduce -8.5% 397 $146K
Lloyd Advisory Services, LLC. 0.06% Add +549.2% 396 $146K
Sittner & Nelson, LLC 0.05% No change 394 $145K
Key Capital Management, INC 0.07% Add +46.8% 389 $143K
High Point Wealth Management, LLC 0.12% No change 386 $142K
Zions Bancorporation, National Association 0.01% No change 386 $142K
TD Capital Management LLC 0.01% Reduce -4.8% 375 $138K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -3.9% 373 $137K
Community Financial Services Group, LLC 0.02% No change 366 $136K
GoalVest Advisory LLC 0.02% Reduce -5.5% 363 $134K
Toth Financial Advisory Corp. 0.01% Add +26.2% 361 $133K
Founders Capital Management 0.06% No change 360 $133K
Chung Wu Investment Group, LLC 0.09% No change 358 $132K
Burkett Financial Services, LLC 0.04% No change 356 $131K
Millstone Evans Group, LLC 0.07% Reduce -36.6% 355 $131K
Kentucky Trust Co 0.06% Add +20.3% 355 $131K
Truvestments Capital LLC 0.02% Reduce -39.7% 350 $129K
McMillan Office, Inc. 0.01% No change 350 $129K
Core Capital Management & Research, inc. 0.07% — 300 $127K
Tripletail Wealth Management, LLC 0.14% Reduce -8.3% 332 $126K
Costello Asset Management, INC 0.04% No change 335 $123K
Summer Road LLC 0.08% Add +33.6% 334 $123K
Pioneer Family Office, LLC 0.06% No change 333 $123K
Godsey & Gibb, Inc. 0.01% Reduce -2.5% 314 $116K
CGC Financial Services, LLC 0.03% No change 306 $113K
LifeSteps Financial, Inc. 0.05% New 303 $112K
Crews Bank & Trust 0.01% No change 302 $111K
Western Pacific Wealth Management, LP 0.10% Reduce -50.0% 300 $111K
Tacita Capital Inc 0.06% No change 300 $111K
Richard W. Paul & Associates, LLC 0.03% Add +18.3% 298 $110K
CBIZ Investment Advisory Services, LLC 0.00% No change 250 $108K
Proffitt & Goodson Inc. 0.01% No change 290 $107K
Frazier Financial Advisors, LLC 0.05% No change 288 $106K
Front Row Advisors LLC 0.03% Add +7.3% 263 $105K
RMG Wealth Management LLC 0.01% No change 256 $104K
Brown, Lisle/Cummings, Inc. 0.02% Reduce -15.7% 279 $103K
Advantage Trust Co 0.04% Add +61.8% 275 $101K
SIMA Wealth Partners, LLC 0.07% No change 273 $101K
Entrust Financial LLC 0.06% No change 270 $99K
CDKV Holdings LLC 0.08% No change 265 $98K
SWAN Capital LLC 0.03% Add +184.9% 265 $98K
Bell Investment Advisors, Inc 0.01% No change 265 $98K
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 0.29% Reduce -66.7% 260 $96K
Pilgrim Partners Asia Pte Ltd 0.04% Reduce -48.0% 260 $96K
Guardian Partners Inc. 0.01% Reduce -47.8% 250 $92K
CNB Bank 0.03% Add +26.7% 237 $87K
Atwood & Palmer Inc. 0.00% Add +645.2% 231 $85K
Acumen Wealth Advisors, LLC 0.02% Reduce -14.1% 226 $83K
MV Capital Management, Inc. 0.01% Reduce -51.1% 220 $81K
REAP Financial Group, LLC 0.01% Reduce -5.2% 218 $80K
Strive Financial Group ,LLC 0.03% Reduce -0.9% 217 $80K
Gill Capital Partners, LLC 0.02% Add +31.5% 217 $80K
Beacon Financial Strategies CORP 0.04% New 215 $79K
Hager Investment Management Services, LLC 0.04% No change 211 $78K
Valley Wealth Managers, Inc. 0.00% No change 211 $78K
True Wealth Design, LLC 0.02% Reduce -34.1% 209 $77K
Private Wealth Management Group, LLC 0.02% Add +194.3% 206 $76K
Mowery & Schoenfeld Wealth Management, LLC 0.10% Reduce -25.4% 205 $76K
Luken Investment Analytics, LLC 0.03% No change 205 $76K
Hilton Head Capital Partners, LLC 0.04% Reduce -9.7% 196 $72K
Abound Financial, LLC 0.03% No change 195 $72K
LGT Financial Advisors LLC 0.38% Reduce -3.0% 193 $71K
Burnham & Co LLC 0.06% — 193 $71K
Elevated Capital Advisors, LLC 0.02% Reduce -1.5% 192 $71K
Vanguard National Trust Co 0.00% No change 188 $69K
Burk Holdings LLC 0.02% Reduce -11.2% 182 $67K
Roble, Belko & Company, Inc 0.01% No change 177 $65K
Vestor Capital, LLC 0.00% Reduce -75.2% 257 $65K
Piscataqua Savings Bank 0.04% Reduce -68.4% 172 $63K
JDM Financial Group LLC 0.02% No change 171 $63K
Murphy & Mullick Capital Management Corp 0.04% No change 167 $62K
Peterson Wealth Management 0.03% Reduce -21.5% 161 $59K
Keystone Financial Group, Inc. 0.03% Reduce -3.0% 159 $59K
Nvest Wealth Strategies, Inc. 0.04% No change 155 $57K
Godfrey Financial Associates, Inc. 0.04% Reduce -22.6% 154 $57K
Blue Line Capital, LLC / IL 0.05% New 153 $56K
Aventus Investment Advisors, Inc. 0.04% Add +0.7% 153 $56K
Point Nemo Capital, LLC 0.03% Reduce -99.0% 152 $56K
WPG Advisers, LLC 0.03% Add +135.9% 151 $56K
Basepoint Wealth LLC 0.03% No change 150 $55K
Mb, Levis & Associates, LLC 0.02% No change 150 $55K
Kilter Group LLC 0.02% No change 144 $53K
Trust Co 0.00% Reduce -23.1% 140 $52K
Security National Bank 0.01% No change 137 $50K
Mosley Wealth Management 0.02% Reduce -32.5% 135 $50K
Southern Michigan Bank & Trust 0.02% No change 133 $49K
RHL Group, LLC 0.04% Add +48.9% 131 $48K
4Thought Financial Group Inc. 0.02% Add +52.4% 125 $46K
DecisionPoint Financial, LLC 0.01% No change 121 $45K
Ares Financial Consulting, LLC 0.03% No change 120 $44K
First PREMIER Bank 0.01% No change 120 $44K
Ulland Investment Advisors, LLC 0.03% New 115 $42K
NBH Bank 0.02% — 112 $41K
Steigerwald, Gordon & Koch Inc. 0.00% No change 112 $41K
Coston, McIsaac & Partners 0.01% No change 113 $41K
West Financial Advisors, LLC 0.01% No change 111 $41K
United Community Bank 0.01% Reduce -16.5% 111 $41K
Providence Capital Advisors, LLC 0.01% New 110 $41K
Fortitude Family Office, LLC 0.01% No change 109 $40K
Meramec Financial Planners, LLC 0.01% Add +2.9% 107 $40K
MJT & Associates Financial Advisory Group, Inc. 0.03% No change 105 $39K
Three Bearings Fiduciary Advisors, Inc. 0.03% No change 100 $37K
Bayban 0.03% No change 100 $37K
Legacies Wealth LLC 0.02% No change 100 $37K
Islay Capital Management, LLC 0.02% Reduce -1.0% 100 $37K
Timothy G. Youngquist 2020 Irrevocable Trust 0.01% Reduce -95.4% 100 $37K
Macquarie Group Ltd. 0.00% Reduce -99.2% 100 $37K
Asset Management One Co., Ltd. 0.00% No change 100 $37K
Prosperity Bancshares Inc 0.02% No change 99 $36K
DHJJ Financial Advisors, Ltd. 0.01% Reduce -17.7% 93 $34K
BOCHK Asset Management Ltd 0.01% No change 90 $33K
Marshall & Sterling Wealth Advisors Inc. 0.02% No change 87 $32K
Networth Advisors, LLC 0.02% No change 86 $32K
Decker Retirement Planning Inc. 0.01% Reduce -33.9% 86 $32K
Sunrise Financial Services, LLC 0.02% Reduce -3.5% 82 $30K
Signature Resources Capital Management, LLC 0.01% No change 82 $30K
Investors Research Corp 0.01% Add +5.1% 82 $30K
Wilkerson Advisory Group LLC 0.01% Reduce -11.0% 81 $30K
Ascentis Wealth Management, LLC 0.01% No change 81 $30K
Downshift Financial, LLC 0.01% New 80 $29K
Game Plan Financial Advisors, LLC 0.01% Add +8.2% 79 $29K
Thompson Investment Management, Inc. 0.00% Add +43.6% 79 $29K
PayPay Securities Corp 0.60% Reduce -52.8% 67 $25K
Eukles Asset Management 0.01% No change 67 $25K
Financial Avengers, Inc. 0.01% No change 65 $24K
Pflug Koory, LLC 0.01% No change 65 $24K
Tower Research Capital LLC (TRC) 0.00% Add +75.7% 65 $24K
Oakmont Advisory Group, LLC 0.02% New 65 $24K
Dogwood Wealth Management LLC 0.01% No change 62 $23K
Raffa Wealth Management, LLC 0.00% New 62 $23K
Gold Investment Management Ltd. 0.01% No change 60 $22K
Mark Sheptoff Financial Planning, LLC 0.01% No change 60 $22K
Investors Portfolio Services LLC 0.02% New 59 $22K
Broadwater Capital Management LLC 0.02% No change 59 $22K
South Plains Financial, Inc. 0.01% No change 59 $22K
Addison Advisors LLC 0.01% Reduce -83.1% 57 $21K
Kingdom Financial Group LLC. 0.01% Reduce -6.6% 57 $21K
KERR FINANCIAL PLANNING Corp 0.02% No change 53 $20K
Bernard Wealth Management Corp. 0.01% Reduce -51.9% 51 $19K
Alerus Financial NA 0.00% No change 51 $19K
Sfam, LLC 0.01% No change 50 $18K
Acima Private Wealth, LLC 0.01% No change 50 $18K
Maseco LLP 0.00% No change 48 $18K
Comprehensive Financial Planning, Inc. 0.01% No change 48 $18K
JPL Wealth Management, LLC 0.00% No change 46 $17K
Caldwell Sutter Capital, Inc. 0.01% Reduce -73.4% 45 $17K
Harborfront Financial Group LLC 0.06% — 44 $16K
Pinney & Scofield, Inc. 0.01% No change 41 $15K
Central Pacific Bank - Trust Division 0.00% No change 39 $14K
Valued Wealth Advisors LLC 0.00% No change 35 $13K
Davis Capital Management 0.01% Reduce -85.5% 34 $13K
Schuylkill Financial LLC 0.01% — 32 $12K
Milestone Investment Advisors LLC 0.00% No change 32 $12K
Merrithew & Thorsten Inc 0.01% No change 31 $11K
Sankala Group LLC 0.01% No change 25 $10K
Transamerica Financial Advisors, LLC 0.00% New 25 $9K
Harel Insurance Investments & Financial Services Ltd. 0.00% New 24 $9K
IMG Wealth Management, Inc. 0.00% No change 22 $8K
LM Advisors LLC 0.03% Add +293.2% 21,243 $8K
Midwest Capital Advisors, LLC 0.00% No change 20 $7K
Graney & King, LLC 0.00% No change 20 $7K
Rialto Wealth Management, LLC 0.00% No change 20 $7K
First Command Advisory Services, Inc. 0.00% Reduce -63.6% 20 $7K
Inspire Investing, LLC 0.00% No change 18 $7K
Ascentis Independent Advisors 0.02% Reduce -99.8% 18 $7K
Dorato Capital Management 0.00% New 17 $6K
Obsidian Cio, LLC 0.00% Reduce -95.3% 16 $6K
IFS Advisors, LLC 0.00% No change 16 $6K
Transce3nd, LLC 0.05% No change 15 $6K
Bellevue Asset Management, LLC 0.00% No change 12 $4K
NewSquare Capital LLC 0.00% No change 11 $4K
Country Trust Bank 0.00% No change 10 $4K
Navigoe, LLC 0.00% No change 10 $3K
Minot DeBlois Advisors LLC 0.00% No change 5 $2K
Ankerstar Wealth, LLC 0.00% Add +25.0% 5 $2K
Harbor Asset Planning, Inc. 0.00% No change 5 $2K
Cordant, Inc. 0.00% Add +400.0% 5 $2K
Financial Gravity Companies, Inc. 0.00% — 5 $2K
Hillsdale Investment Management Inc. 0.00% No change 5 $2K
Russell Investments Group, Ltd. 0.00% No change 3 $1K
HighMark Wealth Management LLC 0.00% No change 2 $736
Prudent Man Investment Management, Inc. 0.00% No change 1 $397

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