iShares Gold TrustIAUETF

13F holders, Q4 2025 (December 31)
1,929holders +224
158new positions
72sold out
8famous investors
$81.24avg. 13F price*

At the end of Q4 2025, 1,929 institutions reported holding iShares Gold Trust (IAU) in their 13F filings, up 224 from Q3 2025. 158 opened new positions and 72 sold out. The largest holders were Bank of America Corp. ($2.5B), Morgan Stanley ($2.0B) and FMR LLC ($1.8B). 8 famous investors held it, including Joel Greenblatt (0.2% of Gotham Asset Management's portfolio), Mario Gabelli (0.1% of GAMCO Investors's portfolio) and Ken Griffin (0.1% of Citadel Advisors's portfolio).

Company
iShares Gold Trust
CUSIP
464285204
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions158$151.1M
Exits72$654.4M

All 13F filers, Q3 2025 → Q4 2025: 23,468,178 shares bought and 23,821,243 shares sold, net −353,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,929 holders

Bank of America Corp. 0.18% Reduce -1.7% 30,270,516 $2.5B
Morgan Stanley 0.12% Add +0.2% 24,895,743 $2.0B
FMR LLC 0.09% Add +1.9% 22,414,658 $1.8B
Envestnet Asset Management Inc. 0.46% Reduce -5.9% 19,303,975 $1.6B
LPL Financial LLC 0.30% Add +1.5% 13,742,286 $1.1B
Wells Fargo & Company 0.21% Add +2.0% 13,136,955 $1.1B
JPMorgan Chase & Co. 0.06% Reduce -10.0% 11,844,631 $961.4M
UBS Group AG 0.14% Reduce -2.1% 8,957,847 $727.1M
Ameriprise Financial Inc. 0.13% Add +10.0% 7,267,819 $590.2M
Citigroup Inc. 0.40% Add +35.7% 7,201,313 $584.5M
BlackRock, Inc. 0.01% Add +26.3% 7,189,794 $583.6M
WealthNavi Inc. 5.09% Reduce -0.6% 7,089,248 $575.4M
Sumitomo Mitsui Trust Group, Inc. 0.32% Reduce -26.6% 6,608,915 $536.4M
Northwestern Mutual Wealth Management Co. 0.34% Add +18.3% 6,595,990 $535.4M
Alliancebernstein L.P. 0.16% Reduce -6.8% 6,351,725 $515.6M
Truist Financial Corp. 0.64% Add +1.6% 5,904,081 $479.2M
Raymond James Financial Inc. 0.14% Add +0.4% 5,648,490 $458.5M
Empower Advisory Group, LLC 1.21% Reduce -6.0% 5,520,278 $448.1M
Northern Trust Corp. 0.05% Add +5.3% 4,539,672 $368.5M
Royal Bank of Canada 0.06% Reduce -13.9% 3,900,561 $316.6M
Keybank National Association 1.08% Add +1.3% 3,708,150 $301.0M
Commonwealth Equity Services, LLC 0.38% Add +0.6% 3,538,226 $287.2M
HighTower Advisors, LLC 0.30% Reduce -3.4% 3,390,805 $275.2M
Cerity Partners LLC 0.39% Add +4.9% 3,282,216 $266.4M
HRTG Gpe, LLC 32.71% No change 3,163,660 $256.8M
CIBC Private Wealth Group LLC 0.38% Add +3.2% 2,735,976 $222.1M
Erste Asset Management GmbH 1.76% Add +35.7% 2,585,650 $209.9M
Concurrent Investment Advisors, LLC 2.35% Add +381.5% 2,534,729 $205.7M
Stifel Financial Corp. 0.18% Add +0.8% 2,432,288 $197.4M
Captrust Financial Advisors 0.37% Add +0.5% 2,410,855 $195.7M
Cetera Investment Advisers 0.21% Add +2.5% 2,319,569 $188.3M
Bank of New York Mellon Corp 0.03% Add +12.5% 2,204,361 $178.9M
Proficio Capital Partners LLC 12.12% Reduce -6.2% 2,127,021 $172.7M
Citadel Advisors 0.12% Add +129.7% 2,108,607 $171.2M
MML Investors Services, LLC 0.42% Add +4.9% 2,106,672 $171.0M
Osaic Holdings, Inc. 0.25% Add +2.0% 2,082,256 $169.0M
Rockefeller Capital Management L.P. 0.29% Add +19.1% 1,999,238 $162.3M
Cwm, LLC 0.43% Add +3.0% 1,954,113 $158.6M
Silver Point Capital L.P. 9.21% Add +45.7% 1,945,000 $157.9M
Goldman Sachs Group Inc. 0.02% Add +15.7% 1,843,148 $149.6M
Packer & Co Ltd 39.55% Reduce -14.9% 1,830,100 $148.5M
Arnhold LLC 10.82% No change 1,757,254 $142.6M
Tocqueville Asset Management L.P. 2.08% Reduce -3.5% 1,754,253 $142.4M
Equitable Trust Co. 6.35% Reduce -6.8% 1,751,253 $142.1M
Pennsylvania State University 72.84% — 1,731,332 $140.5M
Cresset Asset Management, LLC 0.60% Add +1.9% 1,725,125 $140.0M
Envestnet Portfolio Solutions, Inc. 0.49% Add +0.8% 1,721,476 $139.7M
Chevy Chase Trust Holdings, LLC 0.35% Reduce -4.7% 1,611,822 $130.8M
AlTi Global, Inc. 2.76% Add +4.1% 1,588,244 $128.9M
Moon Capital Management LP 78.76% No change 1,559,604 $126.6M
Park Avenue Securities LLC 1.07% Reduce -2.4% 1,552,909 $126.0M
GM Advisory Group, LLC 4.86% Reduce -1.8% 1,527,276 $124.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -6.0% 1,469,348 $119.3M
Mainstay Capital Management LLC 9.04% Add +93.3% 1,453,465 $118.0M
Mariner, LLC 0.14% Add +1.4% 1,449,635 $117.7M
Baird Financial Group, Inc. 0.17% Reduce -0.9% 1,375,256 $111.6M
Janney Montgomery Scott LLC 0.25% Reduce -0.2% 1,368,398 $111.1M
OneDigital Investment Advisors LLC 1.08% Reduce -0.3% 1,358,533 $110.3M
PNC Financial Services Group, Inc. 0.06% Add +4.0% 1,261,497 $102.4M
Allianz SE 1.29% Add +4.0% 1,233,566 $100.1M
Dynasty Wealth Management, LLC 0.95% Reduce -1.2% 1,187,564 $96.4M
Emory University 61.22% Add +9.6% 1,184,469 $96.1M
Forbes J M & Co. LLP 7.78% Add +0.5% 1,183,161 $96.0M
NewEdge Advisors, LLC 0.35% Add +0.7% 1,177,701 $95.6M
Franklin Resources Inc. 0.02% Reduce -5.0% 1,174,520 $95.3M
Neuberger Berman Group LLC 0.07% Reduce -3.5% 1,162,978 $94.4M
Permanens Capital L.P. 11.88% Add +26.1% 1,122,462 $91.1M
Twin Focus Capital Partners, LLC 10.35% Add +5.5% 1,106,435 $89.8M
First Command Advisory Services, Inc. 0.62% Reduce -7.4% 1,100,749 $89.3M
Focus Partners Wealth 0.10% Add +118.7% 1,083,477 $87.9M
Assetmark, Inc. 0.17% Add +44.0% 1,044,313 $84.8M
Tanglewood Wealth Management, Inc. 7.75% Reduce -9.8% 1,042,001 $84.6M
Deutsche Bank AG 0.03% Add +3.5% 1,041,430 $84.5M
CENTRAL TRUST Co 1.62% Reduce -5.7% 1,017,210 $82.6M
Cambridge Investment Research Advisors, Inc. 0.22% Add +1.3% 1,013,242 $82.2M
Sanctuary Advisors, LLC 0.42% Add +7.0% 949,929 $77.1M
Beacon Investment Advisory Services, Inc. 3.07% Add +0.3% 926,451 $75.2M
National Philanthropic Trust 0.74% Add +13.7% 925,981 $75.2M
Life Line Wealth Management LLC 20.00% Add +30.8% 834,406 $67.7M
Mirae Asset Global Investments Co., Ltd. 0.19% Add +13.4% 829,366 $67.3M
Circle Wealth Management, LLC 1.02% No change 819,093 $66.5M
Foundations Investment Advisors, LLC 0.87% Add +0.3% 818,322 $66.4M
Anderson Hoagland & Co. 5.71% Add +0.7% 817,382 $66.3M
Ieq Capital, LLC 0.20% Add +17.7% 812,610 $66.0M
Oxbow Advisors, LLC 5.81% Reduce -12.0% 802,424 $65.1M
Gotham Asset Management 0.24% Add +184.0% 796,388 $64.6M
Creative Planning 0.05% Reduce -0.0% 790,808 $64.2M
Capital Asset Advisory Services LLC 2.57% Reduce -9.3% 754,767 $63.9M
Mercer Global Advisors Inc. 0.10% Add +8.5% 779,157 $63.3M
Axxcess Wealth Management, LLC 1.12% Reduce -8.7% 776,549 $63.0M
VCU Investment Management Co 72.64% — 761,798 $61.8M
Cambridge Associates LLC /Ma/ 1.00% Reduce -14.0% 750,805 $60.9M
MAI Capital Management 0.35% Add +27.3% 747,707 $60.7M
Equitable Holdings, Inc. 0.41% Add +7.1% 738,586 $60.0M
Steward Partners Investment Advisory, LLC 0.33% Add +3.7% 732,603 $59.5M
EverSource Wealth Advisors, LLC 2.17% Reduce -0.7% 723,987 $58.8M
CRCM LP 19.74% Add +83.3% 719,722 $58.4M
GenWealth Group, Inc. 9.93% Reduce -4.5% 688,253 $58.2M
Tiaa Trust, National Association 0.14% Add +6.0% 707,627 $57.4M
Corient Private Wealth LP 0.08% Reduce -4.5% 679,862 $55.2M
Narwhal Capital Management 3.97% Add +0.1% 672,623 $54.6M
Biltmore Family Office, LLC 7.43% Reduce -7.1% 663,221 $53.8M
Parker Investment Management, LLC 7.52% Reduce -6.6% 651,350 $52.9M
Merit Financial Group, LLC 0.42% Add +12.2% 649,154 $52.7M
HSBC Holdings PLC 0.03% Add +51.0% 646,402 $52.5M
National Bank of Canada 0.05% Add +0.9% 636,116 $51.6M
Williams Jones Wealth Management, LLC. 0.58% Add +4.8% 633,852 $51.4M
Evercore Wealth Management, LLC 0.74% Add +1.0% 625,719 $50.8M
Fourpath Capital Management, LLC 6.68% Add +2.4% 601,235 $48.8M
Intellus Advisors LLC 6.32% Reduce -12.8% 586,596 $47.6M
Sagespring Wealth Partners, LLC 0.85% Reduce -5.8% 579,405 $47.0M
IFP Advisors, Inc 1.04% Add +0.9% 572,339 $46.5M
Meridian Wealth Advisors, LLC 6.42% Reduce -1.7% 570,745 $46.3M
Kestra Advisory Services, LLC 0.19% Add +5.8% 562,014 $45.6M
Stuart Investment Advisors, Inc. 41.07% Reduce -4.0% 560,670 $45.5M
Strategic Point Investment Advisors, LLC 5.99% Add +1.1% 533,218 $43.3M
Cadinha & Co. LLC 6.60% Reduce -0.4% 526,701 $42.8M
Blue Trust, Inc. 0.48% Reduce -0.0% 521,089 $42.3M
Comerica Bank 0.17% Add +56.6% 518,042 $42.0M
Cercano Management LLC 1.53% Add +731.0% 497,522 $40.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% New 493,217 $40.0M
Public Employees Retirement System of Ohio 0.12% No change 486,700 $39.5M
Wealth Enhancement Advisory Services, LLC 0.05% Add +2.4% 459,391 $39.1M
MacKay Shields LLC 12.09% Reduce -9.5% 475,000 $38.6M
Zhang Financial LLC 1.43% Reduce -0.5% 473,420 $38.4M
Acorn Financial Advisory Services Inc. 5.62% Add +4.2% 469,414 $38.1M
Pictet Asset Management Holding SA 0.04% No change 461,220 $37.6M
SkyView Investment Advisors, LLC 4.73% Reduce -4.1% 461,453 $37.4M
Kingsview Wealth Management, LLC 0.52% Reduce -8.7% 447,028 $36.3M
WESCAP Management Group, Inc. 7.33% Reduce -1.0% 445,220 $36.1M
TD Waterhouse Canada Inc. 0.22% Add +8.6% 439,095 $35.6M
VCI Wealth Management LLC 9.81% Reduce -2.2% 434,609 $35.3M
Argos Wealth Advisors, LLC 9.43% — 432,418 $35.1M
Kaydan Wealth Management, Inc. 10.14% Reduce -3.2% 431,597 $35.0M
Thrivent Financial for Lutherans 0.06% Add +25.1% 428,477 $35.0M
United Capital Financial Advisors, LLC 0.21% Reduce -2.0% 428,007 $34.7M
West Family Investments, Inc. 8.08% Reduce -7.4% 422,171 $34.4M
US Bancorp \de 0.04% Reduce -1.5% 423,089 $34.3M
Capital Group Private Client Services, Inc. 0.54% Add +5.4% 417,576 $33.9M
Spinnaker Trust 1.81% Reduce -7.2% 416,028 $33.8M
Quent Capital, LLC 2.43% Reduce -4.0% 415,374 $33.7M
Jones Financial Companies LLLP 0.02% Add +33.0% 410,368 $33.3M
Perigon Wealth Management, LLC 0.60% Add +6.8% 410,366 $33.3M
Blair William & Co. 0.09% Add +11.5% 407,453 $33.1M
Bank of Montreal 0.01% Reduce -62.5% 400,129 $32.5M
Sowa Financial Group, Inc. 16.76% Reduce -2.5% 396,517 $32.2M
VPR Management LLC 14.30% Reduce -6.5% 395,430 $32.1M
Bank Julius Baer & Co. Ltd, Zurich 0.09% Add +111.3% 393,766 $32.0M
Jane Street Group, LLC 0.04% Add +345.6% 392,927 $31.9M
JB Capital LLC 1.30% Reduce -6.6% 392,517 $31.9M
Independent Family Office, LLC 13.11% Reduce -1.3% 386,883 $31.4M
Bfsg, LLC 3.03% Add +0.7% 383,785 $31.2M
Vision Capital Management, Inc. 3.74% Reduce -0.3% 382,198 $31.0M
Stratos Wealth Partners, LTD. 0.35% Reduce -4.5% 381,987 $31.0M
AllGen Financial Advisors, Inc. 7.29% Add +3.5% 378,708 $30.7M
Advocacy Wealth Management, LLC 1.29% Reduce -1.5% 378,538 $30.7M
Orion Porfolio Solutions, LLC 0.22% Add +42.1% 363,510 $29.5M
Mader & Shannon Wealth Management, Inc. 14.46% No change 405,365 $29.5M
Chatham Capital Group, Inc. 4.18% Reduce -1.0% 361,750 $29.4M
Checchi Capital Advisers, LLC 1.98% Reduce -13.6% 358,431 $29.1M
Integrated Wealth Concepts LLC 0.34% Add +5.9% 354,523 $28.8M
Chemistry Wealth Management LLC 5.30% Add +0.5% 349,239 $28.3M
Mgo One Seven LLC 0.58% Add +21.5% 347,935 $28.2M
Dakota Wealth Management 0.49% Reduce -0.2% 342,522 $27.8M
First Foundation Advisors 1.05% Add +3.2% 341,898 $27.8M
James Investment Research, Inc. 3.01% Reduce -0.1% 339,346 $27.5M
First American Trust, FSB 1.89% Add +0.3% 338,339 $27.5M
Parcion Private Wealth LLC 1.65% Reduce -0.8% 334,201 $27.1M
Yeomans Consulting Group, Inc. 7.88% Reduce -9.0% 331,438 $26.9M
Ascent Group, LLC 0.90% Reduce -4.1% 324,901 $26.4M
M&T Bank Corp 0.08% Add +2.8% 320,976 $26.1M
Savvy Advisors, Inc. 0.84% Add +64.0% 320,709 $26.0M
Arkos Global Advisors 3.28% Add +0.2% 315,204 $25.6M
Prime Capital Investment Advisors, LLC 0.31% Add +0.9% 312,009 $25.3M
Fifth Third Securities, Inc. 1.64% Reduce -0.5% 309,046 $25.1M
Beacon Pointe Advisors, LLC 0.18% Add +4.8% 307,724 $25.0M
Leavell Investment Management, Inc. 1.03% Add +6.3% 305,124 $24.8M
Oppenheimer Asset Management Inc. 0.30% Reduce -4.5% 303,847 $24.7M
CreativeOne Wealth, LLC 0.60% Reduce -7.7% 303,238 $24.6M
LVM Capital Management Ltd. 2.27% Add +2.0% 301,370 $24.5M
Sage Rhino Capital LLC 4.61% Reduce -7.4% 300,690 $24.4M
Cardinal Point Capital Management ULC 1.58% Reduce -0.5% 298,440 $24.2M
Bcwm, LLC 7.25% Reduce -0.4% 298,176 $24.2M
Syon Capital LLC 1.20% Reduce -0.7% 297,585 $24.2M
Modus Advisors, LLC 6.36% Reduce -2.0% 297,162 $24.1M
AMG National Trust Bank 0.57% Reduce -4.8% 296,752 $24.1M
Ashton Thomas Private Wealth, LLC 0.59% Add +3.4% 296,283 $24.0M
Cibc World Market Inc. 0.04% Reduce -1.0% 295,565 $24.0M
Bokf, NA 0.37% Reduce -5.6% 295,211 $24.0M
Baldwin Wealth Partners LLC 1.52% Reduce -0.5% 293,802 $23.8M
Modern Wealth Management, LLC 0.43% Add +35.6% 290,563 $23.6M
Brookstone Capital Management 0.27% Reduce -3.5% 289,772 $23.5M
Summit Trail Advisors, LLC 0.41% Reduce -25.1% 288,631 $23.4M
Stephens Inc. 0.29% Reduce -5.8% 286,578 $23.3M
Wallington Asset Management, LLC 2.93% Reduce -0.3% 284,283 $23.1M
Nkcfo LLC 6.56% No change 279,400 $22.7M
Coastal Bridge Advisors, LLC 1.69% Reduce -0.5% 278,128 $22.6M
Sofi Wealth, LLC 1.12% Add +4.7% 277,571 $22.5M
Cypress Capital Group 2.50% Add +1.5% 274,500 $22.3M
Hamilton Wealth, LLC 4.23% Add +1.2% 274,064 $22.2M
NorthCrest Asset Manangement, LLC 0.49% Reduce -9.4% 264,264 $22.1M
Verger Capital Management LLC 6.51% Add +5.1% 270,798 $22.0M
Summit Financial, LLC 0.32% Reduce -1.7% 270,136 $21.9M
Quest Investment Management LLC 2.35% Reduce -15.8% 268,182 $21.8M
Prudential PLC 0.17% Add +86.5% 266,327 $21.6M
Cyndeo Wealth Partners, LLC 1.16% Reduce -1.3% 265,655 $21.6M
Sunbelt Securities, Inc. 1.42% Reduce -37.9% 262,168 $21.3M
Evolve Private Wealth, LLC 1.25% — 260,335 $21.1M
Sterling Financial Planning, Inc. 6.31% Reduce -5.6% 257,929 $20.9M
Private Advisor Group, LLC 0.10% Reduce -17.7% 256,774 $20.8M
Allworth Financial LP 0.09% Reduce -1.3% 255,500 $20.7M
Resonant Capital Advisors, LLC 1.13% Reduce -0.1% 252,938 $20.5M
Tudor Investment Corporation 0.12% Reduce -6.5% 252,905 $20.5M
Leonard Rickey Investment Advisors P.L.L.C. 3.70% Reduce -0.3% 252,408 $20.5M
CPA Asset Management Group, LLC 7.09% Add +1.4% 249,090 $20.2M
Faithward Advisors, LLC 2.96% Reduce -5.5% 248,386 $20.2M
Pictet North America Advisors SA 1.91% Reduce -9.9% 248,159 $20.1M
UMB Bank, n.a. 0.27% Reduce -3.8% 247,652 $20.1M
Employees Retirement System of Texas 0.19% New 244,500 $19.8M
Fielder Capital Group LLC 4.12% Reduce -1.3% 238,258 $19.3M
Norris Financial Group, LLC 6.57% Reduce -1.3% 238,079 $19.3M
Advisory Services Network, LLC 0.27% Add +14.7% 237,730 $19.3M
TruWealth Advisors, LLC 0.94% Add +72.8% 236,415 $19.2M
JSF Financial, LLC 3.87% Reduce -2.9% 229,901 $18.7M
Atria Investments, Inc 0.21% Add +1.6% 228,581 $18.6M
Lifeworks Advisors, LLC 2.40% Add +3.5% 228,306 $18.5M
Timber Creek Capital Management LLC 4.28% Reduce -3.4% 227,077 $18.4M
Sigma Planning Corp 0.50% Add +2.4% 221,105 $17.9M
Bulltick Wealth Management, LLC 3.81% Add +18.7% 220,691 $17.9M
Clear Harbor Asset Management, LLC 1.19% Reduce -1.8% 214,783 $17.4M
Rogco, LP 5.70% Add +2.4% 212,044 $17.2M
Kestra Private Wealth Services, LLC 0.21% Reduce -0.4% 209,594 $17.0M
Forza Wealth Management, LLC 6.13% Reduce -8.0% 208,763 $16.9M
Fore Capital, LLC 41.51% No change 208,000 $16.9M
HB Wealth Management, LLC 0.11% Reduce -0.3% 206,836 $16.8M
Evoke Wealth, LLC 0.32% No change 206,701 $16.8M
White Lighthouse Investment Management Inc. 2.34% Reduce -4.2% 206,671 $16.8M
&partners 0.09% Add +8.6% 206,480 $16.7M
Sowell Financial Services LLC 0.61% Reduce -1.2% 204,583 $16.6M
Hamilton Point Investment Advisors, LLC 2.51% Add +1.8% 203,598 $16.5M
Mill Creek Capital Advisors, LLC 0.34% No change 203,287 $16.5M
DT Investment Partners, LLC 1.36% Reduce -0.9% 202,811 $16.5M
Van Hulzen Asset Management, LLC 1.21% Reduce -1.1% 202,434 $16.4M
Wealth Quarterback LLC 5.88% Add +0.3% 201,247 $16.3M
Brown Advisory Inc. 0.02% Add +0.7% 200,903 $16.3M
Wealth Management Partners, LLC 4.63% Reduce -1.9% 199,719 $16.2M
Three Bridge Wealth Advisors, LLC 4.24% Reduce -0.4% 197,895 $16.1M
Arlington Capital Management, Inc. 9.87% Add +0.2% 197,853 $16.1M
CSS LLC 2.68% Add +6.5% 197,260 $16.0M
Legend Financial Advisors, Inc. 9.56% Reduce -10.8% 194,556 $15.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.92% Add +21.8% 188,643 $15.3M
GAMCO Investors 0.15% Add +8.4% 187,171 $15.2M
World Investment Advisors 0.25% Add +34.1% 186,755 $15.2M
Okabena Investment Services Inc. 2.89% Reduce -0.3% 186,460 $15.1M
Shepherd Financial Partners LLC 1.40% Reduce -2.3% 186,414 $15.1M
Sage Private Wealth Group, LLC 8.13% Add +2.2% 186,346 $15.1M
Upper Left Wealth Management, LLC 9.20% Reduce -8.3% 185,956 $15.1M
Private Harbour Investment Management & Counsel, LLC 15.76% Reduce -0.6% 185,699 $15.1M
NTV Asset Management LLC 1.56% Reduce -4.6% 182,026 $14.8M
Brave Asset Management Inc. 3.47% Reduce -2.7% 181,106 $14.7M
OpenArc Corporate Advisory, LLC 0.24% — 180,124 $14.6M
Purkiss Capital Advisors LLC 6.76% Add +7.3% 177,693 $14.4M
Apollon Wealth Management, LLC 0.25% Add +3.5% 177,144 $14.4M
Sharkey, Howes & Javer 1.83% Reduce -0.3% 177,045 $14.4M
Icon Wealth Advisors, LLC 0.95% Reduce -4.4% 176,175 $14.3M
Osborne Partners Capital Management, LLC 0.74% Reduce -3.4% 176,107 $14.3M
Regency Capital Management Inc.\DE 5.93% Add +1.6% 175,642 $14.3M
EFG International AG 0.28% — 175,207 $14.2M
Capital Analysts, LLC 0.39% Add +0.2% 173,778 $14.1M
Townsend & Associates, Inc 1.25% Reduce -0.5% 161,898 $14.0M
Cohen & Steers, Inc. 0.03% Reduce -48.9% 172,493 $14.0M
Farther Finance Advisors, LLC 0.15% Add +35.5% 171,575 $13.9M
Arax Advisory Partners 0.40% Reduce -60.5% 171,173 $13.9M
Commerce Bank 0.08% Reduce -0.7% 170,899 $13.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.11% Reduce -59.6% 170,835 $13.9M
Trek Financial, LLC 0.80% Reduce -0.5% 170,628 $13.8M
Beacon Harbor Wealth Advisors, Inc. 3.05% Reduce -4.7% 169,274 $13.7M
Spectrum Asset Management, Inc. (NB/CA) 4.56% Add +5.1% 168,524 $13.7M
Stonebridge Financial Group, LLC 1.17% Reduce -0.8% 168,360 $13.7M
Braeburn Wealth Management LLC 6.96% — 167,762 $13.6M
Broussard Financial Group LLC 11.02% — 167,467 $13.6M
Tsfg, LLC 2.02% Add +11.0% 166,259 $13.5M
KM Capital Management Ltd. 6.89% Add +15.6% 70,432 $13.5M
Well Done, LLC 2.01% Add +4.9% 165,718 $13.5M
Independent Financial Group, LLC 0.30% Add +26.1% 164,195 $13.3M
Morton Capital Management LLC 2.02% Reduce -3.6% 162,297 $13.2M
Mutual Advisors, LLC 0.28% Add +15.7% 162,082 $13.2M
Harbour Wealth Management Group, Inc. 10.28% — 161,869 $13.1M
Prospera Financial Services Inc 0.22% Reduce -19.4% 161,536 $13.1M
Sapient Capital LLC 0.18% Add +0.0% 159,686 $13.0M
Stephen J. Garry & Associates, LLC 10.24% Reduce -0.6% 159,116 $12.9M
MA Private Wealth 2.12% Reduce -0.6% 156,752 $12.7M
Signet Investment Advisory Group, Inc. 5.84% Reduce -13.3% 154,869 $12.6M
BSW Wealth Partners 1.50% Reduce -0.1% 154,247 $12.5M
NewEdge Wealth, LLC 0.14% Add +1.7% 153,998 $12.5M
Triad Wealth Partners, LLC 1.17% Add +16.3% 152,180 $12.4M
DSG Capital Advisors, LLC 1.87% Reduce -3.5% 141,357 $12.3M
Marino Management, LLC 2.43% — 149,479 $12.2M
MinichMacGregor Wealth Management, LLC 2.19% Reduce -2.0% 148,873 $12.1M
Wealth Alliance, LLC 1.17% Reduce -2.1% 147,484 $12.0M
Wills Financial Group LLC 4.56% Add +9.8% 147,134 $11.9M
Fairview Capital Investment Management, LLC 0.61% Reduce -4.1% 146,836 $11.9M
Midwest Trust Co 0.15% Add +0.2% 146,475 $11.9M
Security Financial Services, INC. 1.86% Reduce -6.9% 146,000 $11.9M
Grove Bank & Trust 1.33% Add +2.2% 145,203 $11.8M
Tennessee Valley Asset Management Partners 1.53% Add +1.0% 145,028 $11.8M
Old Port Advisors 2.90% Reduce -6.2% 144,907 $11.8M
Spire Wealth Management 0.39% Add +32.1% 143,426 $11.6M
Cape Ann Savings Bank 5.97% Reduce -3.3% 143,416 $11.6M
Bigelow Investment Advisors, LLC 4.55% Add +0.6% 143,370 $11.6M
Stablepoint Partners, LLC 1.81% Reduce -3.2% 143,183 $11.6M
Ballentine Partners, LLC 0.16% Reduce -9.9% 142,884 $11.6M
JNBA Financial Advisors 1.01% Reduce -2.8% 142,714 $11.6M
Pathstone Holdings, LLC 0.04% Add +1.2% 141,905 $11.5M
LifePlan Financial, LLC 8.82% Reduce -7.2% 141,610 $11.5M
Impact Investors, Inc 7.88% Reduce -6.7% 139,968 $11.4M
Mfa Wealth Advisors, LLC 2.40% Add +2.5% 139,884 $11.4M
Global Retirement Partners, LLC 0.20% Add +54.8% 137,928 $11.2M
Mesirow Financial Investment Management, Inc. 0.23% Reduce -26.5% 137,269 $11.1M
Parkside Investments, LLC 1.40% Add +21.1% 136,998 $11.1M
Resona Asset Management Co.,Ltd. 0.05% No change 135,608 $11.0M
Strategic Blueprint, LLC 0.65% Reduce -1.6% 134,802 $10.9M
Kelly Financial Services LLC 2.70% Reduce -2.3% 132,637 $10.8M
SteelPeak Wealth, LLC 0.35% Add +6.0% 131,656 $10.7M
Flputnam Investment Management Co. 0.15% Add +17.8% 130,858 $10.6M
Roehl & Yi Investment Advisors, LLC 4.20% Reduce -0.7% 133,450 $10.5M
Compound Planning, Inc. 0.31% Add +2.4% 128,357 $10.4M
Stone House Investment Management, LLC 1.61% Reduce -2.9% 128,126 $10.4M
Whittier Trust Co. of Nevada Inc. 0.22% Add +18.5% 122,605 $10.4M
Seeds Investor LLC 1.98% Add +6.3% 127,484 $10.3M
Ariston Services Group 6.04% Reduce -0.4% 126,940 $10.3M
Omnia Family Wealth, LLC 3.04% Reduce -1.0% 126,824 $10.3M
Avaii Wealth Management, LLC 3.71% Reduce -7.4% 125,967 $10.2M
NorthRock Partners, LLC 0.17% Add +30.2% 124,996 $10.1M
Pettinga Financial Advisors LLC 1.92% Reduce -4.4% 124,778 $10.1M
Silverleafe Capital Partners, LLC 2.99% Add +4.0% 123,971 $10.1M
Highland Financial Advisors, LLC 2.79% Reduce -0.2% 123,785 $10.0M
Harvest Fund Management Co., Ltd 0.38% Add +2.8% 123,632 $10.0M
FineMark National Bank & Trust 0.31% Reduce -3.3% 123,571 $10.0M
Meridian Investment Counsel Inc. 2.41% Reduce -1.6% 123,047 $10.0M
MBA Advisors LLC 4.02% Add +2.1% 122,956 $10.0M
High Falls Advisors, Inc 2.02% Reduce -1.7% 122,904 $10.0M
AssuredPartners Investment Advisors, LLC 1.48% Add +0.8% 122,621 $10.0M
Sigma Investment Counselors Inc. 0.50% Reduce -0.6% 121,576 $9.9M
Baker Avenue Asset Management, LP 0.23% Reduce -0.1% 121,555 $9.9M
Debussy Capital Management LP 1.33% Reduce -0.8% 120,212 $9.8M
ABLE Financial Group, LLC 1.96% Reduce -0.2% 118,971 $9.7M
Wealthspan Partners, LLC 3.49% Reduce -1.0% 118,348 $9.6M
Avestar Capital, LLC 0.65% Add +12.5% 117,352 $9.5M
SBI Securities Co., Ltd. 0.24% Reduce -7.2% 117,141 $9.5M
Rehmann Capital Advisory Group 0.49% Reduce -7.0% 116,582 $9.5M
Clear Creek Financial Management, LLC 0.77% Add +3.5% 116,192 $9.4M
Nomura Asset Management Co. Ltd. 0.02% Reduce -6.8% 115,915 $9.4M
Southeast Asset Advisors, LLC 0.89% Add +0.0% 115,620 $9.4M
Global Wealth Strategies & Associates 2.34% Reduce -0.5% 115,444 $9.4M
Exit Wealth Advisors, LLC. 5.51% Add +5.9% 114,750 $9.3M
Cauble & Harre Wealth Management, Inc. 7.77% — 114,137 $9.3M
Plum Street Advisors, LLC 3.29% Reduce -4.5% 113,927 $9.2M
Rwa Wealth Partners, LLC 0.10% Reduce -3.0% 112,747 $9.2M
Diversify Advisory Services, LLC 0.29% Reduce -3.6% 105,966 $9.1M
LifeWealth Investments, LLC 2.89% Reduce -4.1% 112,495 $9.1M
AQR Capital Management 0.00% Add +13.7% 112,053 $9.1M
WealthCare Investment Partners, LLC 2.64% Reduce -3.3% 111,247 $9.1M
Patton Fund Management, Inc. 1.21% Reduce -6.0% 111,189 $9.0M
Midwest Capital Advisors, LLC 4.31% Add +6.6% 110,805 $9.0M
Lifelong Wealth Advisors, Inc. 2.38% Reduce -2.1% 110,059 $8.9M
Arkadios Wealth Advisors 0.18% Add +19.0% 109,604 $8.9M
Buttonwood Financial Group, LLC 4.73% Reduce -24.9% 104,759 $8.9M
Principal Securities, Inc. 0.13% Add +29.4% 107,106 $8.7M
Towneley Capital Management, Inc / DE 1.83% Reduce -2.1% 106,657 $8.7M
Pekin Hardy Strauss, Inc. 0.80% Add +11.3% 106,566 $8.6M
Callan Family Office, LLC 0.19% Reduce -11.8% 106,384 $8.6M
LaSalle St. Investment Advisors, LLC 1.39% Add +74.1% 105,966 $8.6M
Ackerman Capital Advisors, LLC 1.72% Add +2.6% 105,787 $8.6M
Maltin Wealth Management, Inc. 3.41% Reduce -18.8% 105,560 $8.6M
Accretive Wealth Partners, LLC 2.53% Reduce -0.6% 105,038 $8.5M
GFS Advisors, LLC 1.01% Reduce -19.2% 104,642 $8.5M
Apeiron RIA LLC 1.72% Add +26.7% 98,209 $8.5M
Summit Place Financial Advisors, LLC 4.09% Reduce -4.8% 104,003 $8.4M
Cranbrook Wealth Management, LLC 1.66% Reduce -9.5% 103,421 $8.4M
Topor & Co. Korea 6.29% — 102,875 $8.4M
U.S. Capital Wealth Advisors, LLC 0.22% Reduce -1.3% 102,796 $8.3M
American Investment Services, Inc. 1.93% Reduce -20.3% 102,250 $8.3M
ONE Advisory Partners, LLC 2.50% Reduce -3.8% 102,160 $8.3M
Fiduciary Financial Group, LLC 1.17% Add +1.4% 101,887 $8.3M
Independent Advisor Alliance 0.20% Add +32.8% 101,855 $8.3M
True North Advisors, LLC 1.07% Reduce -2.0% 101,817 $8.3M
Keystone Financial Group 0.61% Add +19.3% 101,644 $8.3M
Rochester Wealth Strategies, LLC 5.18% Reduce -8.3% 101,536 $8.2M
Beacon Financial Group 0.82% Add +2.0% 101,297 $8.2M
Wellspring Financial Advisors, LLC 0.65% Reduce -1.6% 101,062 $8.2M
Great Valley Advisor Group, Inc. 0.16% Add +13.5% 100,778 $8.2M
AdvisorNet Financial, Inc 0.43% Add +0.6% 100,187 $8.1M
DCF Advisers, LLC 2.68% No change 100,000 $8.1M
Greenline Partners, LLC 0.93% Reduce -22.7% 99,834 $8.1M
Palisades Hudson Asset Management, L.P. 3.12% Reduce -10.8% 99,138 $8.0M
Kitching Partners, LLC 7.34% Reduce -7.3% 98,923 $8.0M
Capital Advisors Inc. 0.13% Add +9.3% 98,613 $8.0M
MLG Wealth Management DBA Pine Grove Financial Group 0.95% — 97,265 $7.9M
D L Carlson Investment Group Inc. 1.33% Add +0.1% 96,888 $7.9M
Choreo, LLC 0.10% Reduce -7.3% 95,138 $7.8M
Crescent Grove Advisors, LLC 0.74% Add +1.1% 95,433 $7.7M
Lineweaver Wealth Advisors, LLC 1.05% Reduce -0.2% 94,939 $7.7M
Bull Oak Capital, LLC 3.14% Reduce -1.3% 94,637 $7.7M
Stableford Capital II LLC 2.77% Reduce -3.1% 94,317 $7.7M
Blueprint Investment Partners LLC 0.81% Add +1.9% 93,745 $7.6M
B. Riley Wealth Advisors, Inc. 0.36% Add +0.4% 93,303 $7.6M
Kure Advisory, LLC 4.23% Add +0.9% 93,253 $7.6M
Leslie Global Wealth, LLC 3.39% Reduce -2.6% 92,904 $7.5M
Lido Advisors, LLC 0.03% Add +0.6% 102,884 $7.5M
Waverly Advisors, LLC 0.06% Add +504.3% 92,695 $7.5M
Systelligence, LLC 1.43% Add +43.5% 92,387 $7.5M
Bessemer Group Inc. 0.01% Reduce -0.3% 92,131 $7.5M
Insight Wealth Partners, LLC 3.10% Add +2.9% 91,789 $7.5M
Inscription Capital, LLC 0.76% Add +1.2% 90,678 $7.4M
Camden National Bank 1.01% Reduce -2.7% 90,276 $7.3M
Jmac Enterprises LLC 1.40% Add +4.0% 90,196 $7.3M
Flow Traders U.S. LLC 0.24% New 90,129 $7.3M
Madden Advisory Services, Inc. 2.93% Reduce -4.7% 89,771 $7.3M
Nottingham Advisors, Inc. 1.02% Reduce -23.6% 89,715 $7.3M
TriaGen Wealth Management LLC 1.87% Add +0.9% 88,982 $7.2M
IHT Wealth Management, LLC 0.18% Add +5.8% 88,916 $7.2M
Citizens Financial Group Inc. 0.10% Add +0.7% 88,490 $7.2M
Beck Capital Management, LLC 1.70% Add +3.2% 88,044 $7.1M
Blueprint Financial Advisors LLC 1.09% Reduce -0.3% 88,036 $7.1M
TBH Global Asset Management, LLC 1.18% Add +185.7% 87,178 $7.1M
Welch & Forbes LLC 0.09% No change 86,883 $7.1M
Independent Solutions Wealth Management, LLC 1.29% Add +5.3% 86,383 $7.0M
Waterloo Capital, L.P. 0.51% Reduce -1.4% 86,156 $7.0M
Pacific Capital Wealth Advisors, Inc. 1.19% Reduce -9.8% 85,672 $7.0M
Vernal Point Advisors, LLC 2.83% No change 84,629 $6.9M
Argent Trust Co 0.24% Add +3.2% 84,467 $6.9M
Millennium Management 0.01% New 82,920 $6.7M
Kovack Advisors, Inc. 0.32% Add +1024.1% 82,620 $6.7M
Fermata Advisors, LLC 1.60% Reduce -3.7% 82,363 $6.7M
Tikvah Management LLC 1.78% No change 82,230 $6.7M
Evelyn Partners Asset Management Ltd 1.55% Add +1.1% 81,392 $6.6M
Sequoia Financial Advisors, LLC 0.04% Add +5.7% 81,290 $6.6M
Briaud Financial Planning Inc 1.62% Reduce -6.7% 81,225 $6.6M
Delta Financial Advisors LLC 1.71% Add +1.0% 81,124 $6.6M
Xcelsior Advisor Partners LLC 3.19% — 80,846 $6.6M
Patriot Financial Group Insurance Agency, LLC 0.78% Reduce -3.3% 80,433 $6.5M
waypoint wealth counsel 2.39% Reduce -0.7% 80,321 $6.5M
Fearless Solutions, LLC dba Best Invest 3.94% Add +14.7% 80,152 $6.5M
Sentinel Trust Co. Lba 0.64% Reduce -34.3% 79,875 $6.5M
Vontobel Holding Ltd. 0.02% Add +0.0% 79,694 $6.5M
Scotia Capital Inc. 0.03% Add +5.9% 79,586 $6.5M
Pinnacle Financial Partners, Inc. 0.05% — 79,144 $6.4M
Deane Retirement Strategies, Inc. 2.65% Add +2.8% 78,897 $6.4M
Motco 0.58% Add +0.1% 78,774 $6.4M
Fiduciary Trust Co 0.07% Reduce -5.7% 78,710 $6.4M
Sage Investment Advisers LLC 4.74% — 77,830 $6.3M
Guardian Wealth Management, LLC 2.00% — 77,690 $6.3M
AE Wealth Management LLC 0.04% Add +6.1% 77,191 $6.3M
China Universal Asset Management Co., Ltd. 0.48% Add +67.4% 77,000 $6.3M
Sovran Advisors, LLC 0.53% Add +0.5% 71,641 $6.2M
NavPoint Financial, Inc. 2.64% Add +9.7% 76,175 $6.2M
O'shaughnessy Asset Management, LLC 0.03% Reduce -0.8% 75,967 $6.2M
Advyzon Investment Management, LLC 0.72% Reduce -12.5% 75,945 $6.2M
Bensler, LLC 0.62% Add +4.3% 75,726 $6.1M
TSA Wealth Managment LLC 2.03% Reduce -3.0% 75,630 $6.1M
West Wealth Group, LLC 1.27% Add +8.7% 75,614 $6.1M
Pacific Park Financial, Inc. 3.82% — 75,408 $6.1M
Apollon Financial, LLC 0.89% Reduce -3.3% 75,372 $6.1M
Chicago Partners Investment Group LLC 0.15% Reduce -1.1% 65,076 $6.1M
Knollwood Investment Advisory, LLC 0.57% Add +12.1% 75,139 $6.1M
Sepio Capital, LP 0.33% No change 74,908 $6.1M
Intrepid Capital Management Inc. 2.92% No change 74,648 $6.1M
Hilltop National Bank 1.46% Add +1.0% 74,440 $6.0M
Fifth Third Wealth Advisors LLC 0.21% Reduce -1.6% 73,936 $6.0M
Gradient Investments LLC 0.10% Add +0.3% 73,744 $6.0M
Discipline Wealth Solutions, LLC 1.11% Reduce -0.1% 73,580 $6.0M
Eq LLC 1.71% Add +3.6% 73,212 $5.9M
Marex Group Ltd 0.06% Reduce -4.1% 73,194 $5.9M
Argentarii, LLC 1.89% New 71,525 $5.8M
Fortis Group Advisors, LLC 0.97% Add +11.8% 63,626 $5.8M
Everest Financial Group LLC 1.28% — 70,602 $5.7M
Aspect Partners, LLC 2.51% Add +1.1% 70,569 $5.7M
Howard Capital Management, LLC 0.07% Add +9.8% 70,361 $5.7M
BCGM Wealth Management, LLC 1.46% Reduce -1.8% 70,338 $5.7M
Gibson Capital, LLC 1.05% Reduce -5.7% 70,271 $5.7M
CPR Investments Inc. 3.81% Add +3.1% 69,963 $5.7M
Versant Capital Management, Inc 0.71% Reduce -11.7% 69,735 $5.7M
WCG Wealth Advisors LLC 0.16% Add +8.6% 69,375 $5.6M
LifePlan Investment Advisors, Inc. 2.29% Reduce -1.7% 69,286 $5.6M
Pacific Point Advisors, LLC 2.99% No change 68,862 $5.6M
Regions Financial Corp. 0.04% Add +20.5% 68,719 $5.6M
Mengis Capital Management, Inc. 0.98% Reduce -0.6% 68,270 $5.5M
Financial Alternatives, Inc 3.21% Add +1.2% 67,929 $5.5M
VestGen Advisors, LLC 0.23% Reduce -28.1% 67,884 $5.5M
Nadler Financial Group, Inc. 0.51% Add +11.2% 67,589 $5.5M
Bradley Foster & Sargent Inc. 0.08% Add +0.9% 67,431 $5.5M
Park Edge Advisors, LLC 1.24% Reduce -18.6% 67,339 $5.5M
Financial Management Network Inc. 0.86% Reduce -4.0% 66,989 $5.5M
Whittier Trust Co. 0.06% Add +0.4% 64,554 $5.5M
Beacon Bridge Wealth Partners, LLC 1.80% Add +52.4% 66,804 $5.4M
Regal Investment Advisors LLC 0.32% Add +16.7% 66,628 $5.4M
Per Stirling Capital Management, LLC. 0.61% Reduce -0.4% 66,600 $5.4M
Altman Advisors, Inc. 2.04% Reduce -6.8% 80,627 $5.4M
ShoreHaven Wealth Partners, LLC 1.94% Reduce -1.4% 66,488 $5.4M
Snowden Capital Advisors LLC 0.14% Add +6.6% 66,443 $5.4M
Financial Sense Advisors, Inc. 1.14% Reduce -6.8% 66,128 $5.4M
PAX Financial Group, LLC 0.92% Add +20.6% 65,857 $5.3M
SGL Investment Advisors, Inc. 2.17% Add +11.0% 59,032 $5.3M
FDx Advisors, Inc. 2.73% Reduce -8.7% 65,832 $5.3M
Family Manage LLC 0.67% Add +13.0% 65,329 $5.3M
Keystone Financial Services 1.60% Add +44.3% 65,207 $5.3M
J2 Capital Management Inc 3.84% Reduce -0.9% 64,807 $5.3M
Amplius Wealth Advisors, LLC 0.44% Reduce -5.2% 64,690 $5.3M
CI Investments Inc. 0.02% Add +12.2% 64,617 $5.2M
Rakuten Investment Management, Inc. 0.02% No change 72,574 $5.2M
Altiora Financial Group, LLC 0.90% Reduce -14.2% 64,394 $5.2M
One Capital Management, LLC 0.16% Reduce -4.2% 64,324 $5.2M
Perennial Investment Advisors, LLC 0.41% Reduce -4.2% 64,140 $5.2M
D.A. Davidson & Co. 0.03% Add +8.7% 64,039 $5.2M
Modera Wealth Management, LLC 0.06% Add +3.1% 64,032 $5.2M
Gunpowder Capital Management, LLC dba Oliver Wealth Management 4.01% — 63,509 $5.2M
Westover Capital Advisors, LLC 0.93% Add +1.4% 63,124 $5.1M
Synergy Investment Management, LLC 1.80% Add +4.6% 62,675 $5.1M
Interchange Capital Partners, LLC 0.94% Reduce -2.3% 62,670 $5.1M
Vestmark Advisory Solutions, Inc. 0.07% Add +176.2% 62,651 $5.1M
Lanark Financial, Inc. 0.38% Add +39.4% 62,573 $5.1M
Geneos Wealth Management Inc. 0.12% Add +3.6% 62,043 $5.0M
Level Four Advisory Services, LLC 0.16% Add +54.4% 62,038 $5.0M
Connective Portfolio Management, LLC 9.07% No change 62,029 $5.0M
Firestone Capital Management 1.07% Add +3.6% 61,962 $5.0M
Cypress Wealth Services, LLC 0.70% Add +10.2% 61,913 $5.0M
Parallel Advisors, LLC 0.09% Add +9.7% 61,908 $5.0M
Allie Family Office LLC 2.34% Reduce -5.5% 61,861 $5.0M
Liberty Wealth Management LLC 0.64% Reduce -2.3% 61,500 $5.0M
Centerline Wealth Advisors, LLC 1.79% Add +62.0% 61,032 $5.0M
BOK Financial Private Wealth, Inc. 0.30% No change 60,999 $5.0M
Smith Thornton Advisors LLC 2.51% Add +1.0% 60,714 $4.9M
Eq Wealth Advisors, LLC 2.90% Reduce -1.1% 60,516 $4.9M
Ridge Creek Global, Inc 4.10% — 60,206 $4.9M
Harbour Investments, Inc. 0.10% Add +2.9% 60,006 $4.9M
Robinson Value Management, Ltd. 2.63% Reduce -1.3% 59,842 $4.9M
Gunderson Capital Management LLC 2.19% Reduce -1.6% 59,824 $4.9M
Legacy Financial Group LLC 0.60% Reduce -6.4% 52,214 $4.9M
Quantinno Capital Management LP 0.01% Add +10.6% 59,698 $4.8M
LYNX Capital Group Ltd. 2.22% Reduce -50.1% 59,677 $4.8M
F/m Investments LLC 0.18% Reduce -0.2% 59,536 $4.8M
Garde Capital, Inc. 0.28% Add +11.0% 58,935 $4.8M
BridgePort Financial Solutions, LLC 1.28% Reduce -0.6% 58,830 $4.8M
Ausdal Financial Partners, Inc. 0.22% Reduce -0.1% 58,347 $4.7M
Mather Group, Llc. 0.05% Add +68.1% 58,216 $4.7M
Strathmore Capital Advisors, Inc. 1.54% Reduce -1.0% 58,039 $4.7M
Procyon Advisors, LLC 0.23% Add +2.3% 57,998 $4.7M
Diversify Wealth Management, LLC 0.22% Add +1917.2% 54,001 $4.7M
Invst, LLC 0.51% Reduce -12.3% 57,436 $4.7M
Plan Group Financial, LLC 1.20% Reduce -3.7% 57,028 $4.6M
Red Door Wealth Management, LLC 0.47% Add +6.5% 55,981 $4.5M
Ameritas Advisory Services, LLC 0.17% Reduce -28.1% 55,665 $4.5M
Horst & Graben Wealth Management LLC 0.68% Reduce -2.3% 55,489 $4.5M
Trademark Financial Management, LLC 2.48% Add +1.0% 55,490 $4.5M
Ehrlich Financial Group 2.56% Add +23.6% 55,460 $4.5M
Advisory Alpha, LLC 0.12% Reduce -0.8% 55,181 $4.5M
Bay Harbor Wealth Management, LLC 1.17% Reduce -0.8% 55,088 $4.5M
Shrier Wealth Management, LLC 1.78% — 55,025 $4.5M
Fidelis Capital Partners, LLC 0.32% Add +4.2% 55,025 $4.5M
VUB Generali dochodkova spravcovska spolocnost, a.s. 3.42% — 55,000 $4.5M
Banque Cantonale Vaudoise 0.16% Add +103.8% 54,969 $4.5M
Bluedoor Private Wealth, LLC 2.06% — 54,981 $4.5M
Capital Advisory Group Advisory Services, LLC 1.31% Add +62.0% 54,824 $4.5M
J.W. Cole Advisors, Inc. 0.11% Add +3.0% 56,499 $4.4M
Principia Wealth Advisory, LLC 2.78% Add +13.6% 54,670 $4.4M
Thompson Siegel & Walmsley LLC 0.07% No change 54,482 $4.4M
Rathbones Group PLC 0.02% Reduce -8.2% 54,428 $4.4M
Elevation Point Wealth Partners, LLC 0.21% Add +184.8% 54,421 $4.4M
Nations Financial Group Inc, /Ia/ 0.23% Add +58.4% 54,206 $4.4M
Alpha Zero LLC 2.39% Reduce -2.8% 53,976 $4.4M
Wedbush Securities Inc. 0.13% Reduce -8.2% 53,960 $4.4M
Unique Wealth, LLC 0.61% Reduce -7.3% 53,905 $4.4M
Avalon Capital Management 1.02% Add +7.0% 52,769 $4.3M
Stewardship Concepts Financial Services LLC 3.61% — 52,721 $4.3M
M Holdings Securities, Inc. 0.30% Add +115.3% 52,439 $4.3M
Insigneo Advisory Services, LLC 0.30% Add +6.8% 52,162 $4.2M
Cushing Capital Partners, LLC 3.11% Reduce -5.9% 51,804 $4.2M
Lynx Investment Advisory 2.29% Add +0.7% 51,617 $4.2M
Eagle Strategies LLC 0.53% Add +3.4% 51,552 $4.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.50% Reduce -6.8% 51,548 $4.2M
2UniFi Bank 1.98% Reduce -1.6% 51,474 $4.2M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -55.5% 51,440 $4.2M
Heck Capital Advisors, LLC 0.31% Reduce -53.1% 51,313 $4.2M
Towerpoint Wealth, LLC 1.64% Reduce -3.4% 51,087 $4.1M
United Community Bank 1.56% Add +3.8% 50,686 $4.1M
Ewa, LLC 1.00% Reduce -2.1% 50,606 $4.1M
Farrell Financial LLC 2.41% Add +1.7% 50,311 $4.1M
Global Wealth Management, LLC 2.19% Add +170.9% 50,083 $4.1M
Financial & Tax Architects, LLC 0.91% Reduce -1.8% 49,993 $4.1M
Integrated Advisors Network LLC 0.18% Reduce -9.1% 49,828 $4.0M
Bryn Mawr Trust Advisors, LLC 0.19% Reduce -4.5% 49,747 $4.0M
Dahring | Cusmano LLC 2.80% Reduce -11.3% 49,638 $4.0M
Cadent Capital Advisors, LLC 1.05% Reduce -5.0% 49,049 $4.0M
Laird Norton Wetherby Trust Company, LLC 0.08% New 48,397 $3.9M
Howland Capital Management LLC 0.15% Add +20.0% 48,218 $3.9M
Northside Capital Management, LLC 0.34% No change 48,047 $3.9M
Bellecapital International Ltd. 0.69% Reduce -0.9% 47,997 $3.9M
Belvedere Trading LLC 0.72% Add +6.8% 47,996 $3.9M
Tme Financial, Inc. 2.74% Reduce -9.0% 47,990 $3.9M
Vise Technologies, Inc. 0.08% Add +28.2% 47,674 $3.9M
Courier Capital LLC 0.22% Reduce -8.8% 47,643 $3.9M
Freestone Capital Holdings, LLC 0.11% Reduce -1.0% 47,469 $3.9M
Cobblestone Asset Management LLC 1.73% Reduce -7.2% 47,356 $3.8M
Forthright Family Wealth Advisory LLC 2.40% Add +3.7% 47,007 $3.8M
Boston Research & Management Inc. 0.88% Reduce -5.9% 46,955 $3.8M
SageGuard Financial Group, LLC 0.60% — 46,782 $3.8M
Patriot Investment Management Group, Inc. 0.24% Reduce -9.8% 46,769 $3.8M
Bedminster, LLC 3.49% — 46,759 $3.8M
Bailard, Inc. 0.08% Add +1.1% 46,724 $3.8M
Avior Wealth Management, LLC 0.12% Reduce -4.3% 46,675 $3.8M
One Wealth Advisors, LLC 0.46% Add +4.3% 46,284 $3.8M
Titleist Asset Management, LLC 0.30% Add +210.0% 46,026 $3.7M
Generation Capital Management LLC 2.41% Add +7.4% 45,860 $3.7M
Wealthfront Advisers LLC 0.01% Add +21.7% 45,639 $3.7M
Elevated Financial Group LLC 1.28% — 45,539 $3.7M
Guidance Capital, Inc. 0.90% Reduce -26.2% 39,670 $3.7M
Nvwm, LLC 0.80% Add +0.7% 45,183 $3.7M
Western Wealth Management, LLC 0.17% Add +14.5% 44,956 $3.6M
Confluence Wealth Services, Inc. 0.15% Add +2.8% 44,936 $3.6M
Hilltop Holdings Inc. 0.22% Add +9.4% 44,863 $3.6M
Elyxium Wealth, LLC 1.01% Reduce -3.5% 44,826 $3.6M
Independent Wealth Advisors LLC 3.79% — 44,749 $3.6M
Red Mountain Financial, LLC 3.54% Reduce -1.1% 44,377 $3.6M
Nearwater Capital Markets, Ltd 0.06% New 44,100 $3.6M
SigFig Wealth Management, LLC 0.11% Reduce -4.1% 43,938 $3.6M
RFG Advisory, LLC 0.07% Reduce -0.1% 43,559 $3.5M
Keebeck Wealth Management 0.41% Add +6.5% 43,540 $3.5M
Shared Vision Wealth Group LLC 1.43% Reduce -0.4% 37,119 $3.5M
Gould Asset Management LLC 0.62% Reduce -5.0% 43,288 $3.5M
Claro Advisors Inc. 0.48% Add +10.2% 43,168 $3.5M
Compass Financial Group, Inc. 1.54% Reduce -3.3% 42,972 $3.5M
MMBG Investment Advisors Co. 0.29% No change 42,900 $3.5M
Compagnie Lombard Odier SCmA 0.04% Reduce -7.0% 42,789 $3.5M
WealthShield Partners, LLC 0.38% Add +3.7% 42,705 $3.5M
EP Wealth Advisors, LLC 0.02% — 42,634 $3.5M
Highline Wealth Partners LLC 0.97% Add +1.8% 42,508 $3.5M
Verity Asset Management, Inc. 1.48% Reduce -60.2% 42,340 $3.4M
5T Wealth, LLC 1.37% Add +8.7% 42,097 $3.4M
Uniting Wealth Partners, LLC 1.05% Add +0.6% 42,134 $3.4M
Cowa, LLC 1.04% Reduce -14.0% 42,007 $3.4M
Alhambra Investment Management LLC 1.58% Reduce -11.4% 41,943 $3.4M
Wealth Watch Advisors, INC 1.26% Add +76.3% 41,685 $3.4M
Savant Capital, LLC 0.02% Add +12.3% 41,298 $3.4M
Roundview Capital LLC 0.20% Add +9.0% 40,893 $3.3M
Arkansas Financial Group, Inc. 0.48% Add +23.1% 40,828 $3.3M
Burns J W & Co. Inc. 0.37% Add +11.9% 40,775 $3.3M
Veridan Wealth LLC 1.11% Reduce -2.4% 40,661 $3.3M
AAFMAA Wealth Management & Trust LLC 1.29% New 40,613 $3.3M
North Dallas Bank & Trust Co. 2.13% — 40,305 $3.3M
Csenge Advisory Group 0.15% Add +9.0% 40,250 $3.3M
Strategic Investment Solutions, Inc. 0.78% Reduce -17.9% 39,861 $3.2M
Endeavor Private Wealth, Inc. 0.93% Add +34.4% 39,839 $3.2M
Ipsen Advisor Group LLC 2.29% Reduce -5.8% 39,784 $3.2M
HighPoint Advisor Group LLC 0.07% New 39,628 $3.2M
Alaethes Wealth, LLC 0.90% Add +1.7% 39,586 $3.2M
Twelve Points Wealth Management LLC 0.72% Add +4.5% 37,703 $3.2M
Choate Investment Advisors 0.06% No change 39,324 $3.2M
Inlet Private Wealth, LLC 0.73% Reduce -0.3% 38,929 $3.2M
NewSquare Capital LLC 0.28% Reduce -14.9% 38,928 $3.2M
Evergreen Capital Management LLC 0.07% Add +4.4% 38,921 $3.2M
Valeo Financial Advisors, LLC 0.07% Add +96.8% 38,712 $3.1M
American Trust 0.26% Reduce -39.8% 38,446 $3.1M
Trust Point Inc. 0.25% Reduce -1.0% 38,429 $3.1M
Catalyst Investment Management LLC 2.94% — 38,242 $3.1M
Walkner Condon Financial Advisors LLC 0.43% Reduce -1.5% 38,213 $3.1M
Novak & Powell Financial Services, Inc. 1.61% Reduce -0.9% 38,024 $3.1M
Whitener Capital Management, Inc. 0.70% Add +0.2% 37,633 $3.1M
Adkins Seale Capital Management LLC 2.97% — 37,035 $3.0M
Almanack Investment Partners, LLC. 0.51% Reduce -17.6% 37,004 $3.0M
TRUE Private Wealth Advisors 0.30% Add +0.0% 36,905 $3.0M
Guardian Capital, LLC 2.68% — 36,901 $3.0M
True Vision MN LLC 1.52% Reduce -6.7% 36,847 $3.0M
Weil Company, Inc. 0.69% Reduce -2.4% 36,756 $3.0M
Arlington Trust Co LLC 0.30% Add +0.6% 36,756 $3.0M
Centurion Wealth Management LLC 0.65% Add +0.3% 36,679 $3.0M
Stonehage Fleming Financial Services Holdings Ltd 0.09% Reduce -38.2% 36,595 $3.0M
Tyche Wealth Partners LLC 0.47% Add +14.6% 36,385 $3.0M
Roger Wittlin Investment Advisory, LLC 2.06% Add +5.5% 36,220 $2.9M
Sterling Capital Management LLC 0.05% Reduce -0.8% 36,196 $2.9M
Twin Peaks Wealth Advisors, LLC 0.86% Add +11.1% 30,709 $2.9M
Simplicity Wealth,LLC 0.17% Reduce -47.8% 36,011 $2.9M
Eastern Bank 0.05% Add +8.4% 35,752 $2.9M
Advus Financial Partners, LLC 0.70% Add +12.2% 35,726 $2.9M
Moneco Advisors, LLC 0.23% Reduce -2.6% 35,712 $2.9M
Brown Brothers Harriman & Co. 0.02% Add +32.5% 35,472 $2.9M
Sagace Wealth Management LLC 1.95% Reduce -4.2% 35,373 $2.9M
Davis Wealth Advisors, LLC 2.39% Add +27.0% 35,372 $2.9M
Verus Financial Partners, Inc. 0.26% Reduce -0.4% 30,161 $2.9M
Bridgewealth Advisory Group, LLC 0.63% Add +12.9% 35,297 $2.9M
Valued Retirements, Inc. 2.79% Reduce -1.7% 35,201 $2.9M
Perkins Coie Trust Co 0.53% No change 35,110 $2.8M
Waldron Private Wealth LLC 0.11% Add +2.8% 35,091 $2.8M
Focus Financial Network, Inc. 0.10% Add +11.9% 34,833 $2.8M
Stratos Wealth Advisors, LLC 0.14% Reduce -28.3% 34,810 $2.8M
Mosley Wealth Management 1.29% — 37,026 $2.8M
Sharp Wealth Advisory, LLC 1.42% Add +4.4% 34,750 $2.8M
Clearstead Advisors, LLC 0.04% Add +5.9% 34,693 $2.8M
Five Pine Wealth Management 1.79% Reduce -0.9% 34,460 $2.8M
Guardian Partners Inc. 0.22% New 30,000 $2.8M
PFG Advisors 0.13% Add +4.7% 34,206 $2.8M
Ofc Financial Planning, LLC 2.63% Reduce -0.9% 34,132 $2.8M
First Trust Advisors LP 0.00% Add +14.8% 34,048 $2.8M
Moneta Group Investment Advisors LLC 0.02% Add +18.5% 33,929 $2.8M
Vicus Capital 0.21% Reduce -4.8% 33,890 $2.8M
New England Private Wealth Advisors LLC 0.34% No change 33,681 $2.7M
Citizens National Bank Trust Department 0.47% Add +12.5% 33,675 $2.7M
WESPAC Advisors, LLC 1.48% Add +25.2% 33,656 $2.7M
Ashton Thomas Securities, LLC 0.52% Reduce -1.7% 33,668 $2.7M
ATX Financial Planning, LLC 2.10% — 33,598 $2.7M
Glenmede Trust Co. NA 0.01% — 33,443 $2.7M
Oppenheimer & Co. Inc. 0.04% Add +4.5% 33,263 $2.7M
Wealthspire Advisors, LLC 0.02% Reduce -52.2% 33,167 $2.7M
Patton Albertson Miller Group, LLC 0.32% New 33,154 $2.7M
ASL Financial, LLC 2.11% — 31,141 $2.7M
Bank Ozk 0.95% Reduce -1.5% 33,091 $2.7M
Apella Capital, LLC 0.05% Add +18.9% 32,997 $2.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +7.3% 32,814 $2.7M
Sage Mountain Advisors LLC 0.14% Reduce -0.8% 32,753 $2.7M
PFG Investments, LLC 0.13% Add +23.8% 32,685 $2.7M
Oak Family Advisors, LLC 0.81% Reduce -10.8% 32,624 $2.6M
4J Wealth Management LLC 1.50% Add +0.3% 32,291 $2.6M
Flywheel Private Wealth LLC 1.64% Reduce -0.2% 32,269 $2.6M
Main Street Financial Solutions, LLC 0.19% Reduce -11.8% 32,020 $2.6M
Wealthcare Advisory Partners LLC 0.05% Add +4.2% 31,918 $2.6M
RFG - Bristol Wealth Advisors, LLC 0.72% Reduce -4.9% 31,774 $2.6M
Parkside Financial Bank & Trust 0.19% Reduce -24.0% 31,739 $2.6M
Cathy Pareto & Associates, Inc. 1.79% Add +4.9% 31,717 $2.6M
Northstar Financial Companies, Inc. 2.05% Add +68.3% 31,693 $2.6M
Clear Retirement Advice LLC 2.00% — 28,347 $2.6M
One Wealth Capital Management, LLC 1.09% Reduce -3.4% 31,554 $2.6M
Relyea Zuckerberg Hanson LLC 0.26% No change 31,505 $2.6M
LOM Asset Management Ltd 0.74% No change 31,500 $2.6M
Spectrum Planning & Advisory Services Inc. 1.31% Reduce -6.9% 31,439 $2.6M
Moors & Cabot, Inc. 0.11% Add +10.3% 31,432 $2.6M
Wormser Freres Gestion 1.45% Reduce -10.8% 30,784 $2.5M
Cardiff Park Advisors, LLC 0.21% Add +4.8% 31,370 $2.5M
Crown Wealth Group, LLC 0.71% New 31,181 $2.5M
Wealthgarden F.S. LLC 1.66% Add +9.8% 26,523 $2.5M
May Hill Capital, LLC 0.68% Add +15.5% 30,956 $2.5M
Accredited Investor Services, LLC 1.65% No change 30,695 $2.5M
Satovsky Asset Management LLC 0.48% Reduce -1.9% 30,648 $2.5M
TPG Advisors LLC 1.54% Add +0.3% 30,474 $2.5M
Nest Investments, LLC 2.07% — 30,444 $2.5M
Holistic Financial Partners 0.89% Reduce -8.1% 30,322 $2.5M
Cornerstone Planning Group LLC 0.38% Add +5.8% 24,187 $2.4M
Asset Management One Co., Ltd. 0.01% Reduce -14.3% 30,050 $2.4M
Virtus Family Office LLC 2.10% Add +2.9% 30,065 $2.4M
Polaris Investment Advisors, LLC 1.76% — 30,014 $2.4M
Headlands Technologies LLC 0.20% Add +25.7% 29,725 $2.4M
Braun-Bostich & Associates Inc. 1.49% Reduce -7.7% 29,706 $2.4M
Strategic Financial Concepts, LLC 2.19% New 29,563 $2.4M
Composition Wealth, LLC 0.03% Add +15.8% 29,512 $2.4M
Silverlake Wealth Management LLC 0.54% Add +2.8% 29,461 $2.4M
New Republic Capital, LLC 0.64% Add +28.4% 29,420 $2.4M
Kilter Group LLC 1.06% Reduce -2.6% 29,341 $2.4M
Grand Central Investment Group 1.72% — 29,201 $2.4M
Riggs Asset Managment Co. Inc. 0.47% Add +1.4% 28,981 $2.4M
MassMutual Private Wealth & Trust, FSB 0.06% Reduce -0.5% 28,730 $2.3M
Capital Advisors Wealth Management, LLC 0.32% Add +10.0% 28,652 $2.3M
Ancora Advisors LLC 0.05% Add +23.1% 28,549 $2.3M
Maimon Wealth Management LTD. 2.15% — 28,460 $2.3M
Clearstead Trust, LLC 0.36% Reduce -4.8% 28,459 $2.3M
Naviter Wealth, LLC 0.30% Reduce -9.0% 28,394 $2.3M
Sachetta, LLC 1.26% Reduce -34.6% 28,368 $2.3M
Sound View Wealth Advisors Group, LLC 0.15% No change 28,358 $2.3M
Sunesis Advisors, LLC 1.04% No change 28,203 $2.3M
SWP Financial LLC 1.15% Reduce -10.9% 28,181 $2.3M
Marble Wealth, LLC 0.32% — 28,172 $2.3M
DAVENPORT & Co LLC 0.01% Reduce -1.9% 28,050 $2.3M
Courage Capital Management LLC 3.14% No change 28,000 $2.3M
Y.D. More Investments Ltd 0.11% No change 28,000 $2.3M
Americana Partners, LLC 0.06% Add +1.4% 27,609 $2.2M
Azimuth Capital Investment Management LLC 0.08% Add +1.9% 27,524 $2.2M
Boyce & Associates Wealth Consulting, Inc. 1.86% Reduce -0.9% 27,407 $2.2M
Natixis Advisors, LLC 0.00% Add +30.8% 27,221 $2.2M
SCS Capital Management LLC 0.02% Add +217.3% 27,159 $2.2M
Marks Group Wealth Management, Inc 0.21% No change 27,096 $2.2M
Regatta Capital Group, LLC 0.33% Reduce -0.4% 27,044 $2.2M
Alesco Advisors, LLC, An ESL Co 0.06% Reduce -0.4% 26,931 $2.2M
Stock Yards Bank & Trust Co. 0.07% Add +4.3% 26,908 $2.2M
Pilgrim Partners Asia Pte Ltd 1.05% Add +35.6% 26,890 $2.2M
Swmg, LLC 0.60% Reduce -8.3% 23,301 $2.2M
Columbus Macro, LLC 0.24% Reduce -6.0% 26,662 $2.2M
Bleakley Financial Group, LLC 0.04% Add +1.5% 26,577 $2.2M
Plante Moran Financial Advisors, LLC 0.14% Add +537.3% 26,430 $2.1M
Venturi Wealth Management, LLC 0.09% Reduce -0.2% 26,193 $2.1M
TD Private Client Wealth LLC 0.05% Reduce -10.9% 26,059 $2.1M
AlphaCore Capital LLC 0.05% Add +96.4% 25,976 $2.1M
First Horizon Corp. 0.09% Add +0.9% 25,840 $2.1M
Davies Financial Advisors, Inc. 3.86% Reduce -65.3% 25,719 $2.1M
Archford Capital Strategies, LLC 0.24% Add +1.8% 25,606 $2.1M
Greenhouse Wealth Management, LLC 1.21% No change 25,196 $2.0M
WealthBridge Capital Management, LLC 0.46% Add +0.9% 25,113 $2.0M
FWL Investment Management, LLC 0.49% Reduce -1.0% 24,966 $2.0M
Petra Financial Advisors Inc. 1.18% Reduce -1.5% 24,849 $2.0M
Kanawha Capital Management LLC 0.14% Add +21.9% 24,732 $2.0M
Tudor Financial Inc. 1.02% Add +4.5% 24,471 $2.0M
Intrua Financial, LLC 0.22% Reduce -1.5% 24,408 $2.0M
Montis Financial, LLC 0.39% No change 24,378 $2.0M
Silver Oak Securities, Incorporated 0.13% Reduce -12.9% 24,202 $2.0M
Signaturefd, LLC 0.03% Add +39.5% 24,094 $2.0M
Outlook Wealth Advisors, LLC 0.44% Add +48.7% 24,046 $2.0M
Kingswood Wealth Advisors, LLC 0.09% Reduce -1.3% 24,028 $2.0M
Bradley & Co. Private Wealth Management, LLC 1.05% Reduce -3.4% 24,021 $1.9M
Gateway Wealth Partners, LLC 0.21% Add +7.6% 23,493 $1.9M
First PREMIER Bank 0.44% No change 23,414 $1.9M
Aureum Wealth Management, LLC 1.75% — 23,274 $1.9M
Basecamp Wealth Advisors LLC 0.40% — 23,162 $1.9M
First National Bank of Omaha 0.06% New 22,983 $1.9M
Hutchinson Capital Management 0.32% No change 23,132 $1.9M
Gerber Kawasaki Wealth & Investment Management 0.07% Reduce -82.5% 23,047 $1.9M
Vident Advisory, LLC 0.02% Reduce -6.3% 23,114 $1.9M
Mayflower Financial Advisors, LLC 0.23% Add +3.3% 23,099 $1.9M
Ascentis Independent Advisors 0.30% Reduce -4.5% 22,946 $1.9M
Ifrah Financial Services, Inc. 0.48% Reduce -5.4% 22,909 $1.9M
Old National Bancorp 0.03% Add +15.3% 22,870 $1.9M
IFG Advisory, LLC 0.08% Reduce -1.7% 22,783 $1.8M
Mosaic Family Wealth Partners, LLC 0.20% Add +7.3% 22,733 $1.8M
Ridgeline Wealth Planning, LLC 1.31% New 22,671 $1.8M
Sheridan Capital Management, LLC 0.93% Reduce -0.5% 22,633 $1.8M
J.Safra Asset Management Corp 0.10% Add +2488.4% 22,571 $1.8M
SlateStone Wealth, LLC 0.15% Reduce -11.1% 22,511 $1.8M
Sageworth Trust Co 0.08% No change 22,496 $1.8M
Sax Wealth Advisors, LLC 0.09% Add +4.8% 22,488 $1.8M
Latitude Advisors, LLC 0.80% Reduce -4.3% 22,388 $1.8M
Betterment LLC 0.00% Add +22.1% 22,380 $1.8M
Keystone Wealth Services, LLC 0.38% Add +7.7% 22,368 $1.8M
Noble Wealth Management PBC 0.90% Reduce -21.1% 22,188 $1.8M
Strategic Wealth Partners, Ltd. 0.12% Reduce -17.6% 22,114 $1.8M
Hoxton Planning & Management, LLC 0.54% Reduce -5.8% 22,054 $1.8M
Renaissance Technologies 0.00% Reduce -80.3% 21,900 $1.8M
Fifth Third Bancorp 0.01% Add +126.6% 21,879 $1.8M
Terra Nova Asset Management LLC 1.16% No change 21,766 $1.8M
Forum Financial Management, LP 0.02% Reduce -0.6% 21,763 $1.8M
Values First Advisors, Inc. 0.91% New 21,675 $1.8M
Bank of Nova Scotia 0.00% Add +110.6% 21,481 $1.7M
Private Wealth Asset Management, LLC 0.19% Add +23.9% 21,404 $1.7M
Hudson Oak Wealth Advisory LLC 1.52% — 21,253 $1.7M
Comprehensive Money Management Services LLC 1.19% Reduce -10.9% 21,192 $1.7M
Laurel Oak Wealth Management, LLC 0.29% — 21,126 $1.7M
Macroview Investment Management LLC 1.18% Reduce -21.4% 21,097 $1.7M
CM Wealth Advisors LLC 0.39% No change 21,033 $1.7M
First Manhattan Co. Llc. 0.00% Add +48.7% 20,966 $1.7M
Certuity, LLC 0.11% Add +6.9% 20,894 $1.7M
Private Trust Co. NA 0.15% Reduce -15.4% 20,893 $1.7M
Alterna Wealth Management, Inc. 1.41% Reduce -12.1% 20,840 $1.7M
Bison Wealth, LLC 0.19% Add +26.1% 19,914 $1.7M
Embree Financial Group 0.21% Add +48.4% 20,692 $1.7M
Simmons Bank 0.11% Reduce -0.1% 20,676 $1.7M
Maia Wealth LLC 0.29% Add +6.2% 18,081 $1.7M
Coldstream Capital Management Inc. 0.02% Reduce -10.2% 20,557 $1.7M
Monograph Wealth Advisors, LLC 0.16% Reduce -0.8% 20,458 $1.7M
Wealthspire Retirement, LLC 0.10% Add +160.5% 20,453 $1.7M
Robertson Stephens Wealth Management, LLC 0.05% Add +5.7% 20,438 $1.7M
A4 Wealth Advisors LLC 1.43% Add +47.9% 20,353 $1.7M
Money Concepts Capital Corp. 0.09% Add +320.5% 20,347 $1.7M
Narus Financial Partners, LLC 0.45% Add +0.8% 20,135 $1.6M
Barnes Wealth Management Group, Inc 0.87% Reduce -3.8% 20,086 $1.6M
MCF Advisors LLC 0.09% Add +2201.4% 20,045 $1.6M
Avory & Company, LLC 1.04% No change 20,000 $1.6M
Alaska Wealth Advisors, LLC 0.20% Add +0.6% 19,753 $1.6M
Gladstone Institutional Advisory LLC 0.06% Add +30.8% 19,711 $1.6M
Worth Financial Advisory Group, LLC 0.77% New 19,567 $1.6M
Larson Financial Group LLC 0.05% Add +98.8% 19,567 $1.6M
Florida Trust Wealth Management Co 0.04% Reduce -1.1% 19,508 $1.6M
Edge Financial Advisors LLC 0.67% Reduce -0.5% 19,505 $1.6M
Portfolio Resources Advisor Group, Inc. 1.57% — 19,412 $1.6M
J. R. Prunier Capital Management LLC 0.65% — 19,355 $1.6M
CoreCap Advisors, LLC 0.05% Add +9.7% 19,338 $1.6M
Jacobi Capital Management LLC 0.09% Reduce -10.5% 19,331 $1.6M
Allstate Corp. 0.02% Reduce -39.6% 19,280 $1.6M
Myecfo, LLC 0.66% Reduce -21.4% 19,265 $1.6M
Port Capital LLC 0.07% Reduce -2.5% 19,250 $1.6M
Coppell Advisory Solutions LLC 0.15% Reduce -9.5% 19,068 $1.6M
Ballew Advisors, Inc 0.88% Add +3.3% 18,035 $1.6M
DMC Group, LLC 1.04% Add +15.4% 19,131 $1.6M
ETF Store, Inc. 1.58% Reduce -2.7% 19,125 $1.6M
Redhawk Wealth Advisors, Inc. 0.17% Add +3.1% 18,795 $1.5M
Two Sigma Securities, LLC 0.21% Add +13.3% 18,692 $1.5M
Douglass Winthrop Advisors, LLC 0.03% No change 18,680 $1.5M
Jordan Park Trust Co LLC 1.04% No change 18,651 $1.5M
AA Financial Advisors, LLC 0.28% Add +34.3% 18,651 $1.5M
Principle Wealth Partners LLC 0.09% Reduce -10.6% 18,567 $1.5M
Town Capital LLC 1.23% — 18,556 $1.5M
Nwam LLC 0.08% Reduce -13.7% 16,123 $1.5M
Cary Street Partners Financial LLC 0.04% Reduce -1.5% 18,443 $1.5M
Pinebridge Investments LLC 0.01% — 18,390 $1.5M
Sovereign Financial Group, Inc. 0.27% Add +17.3% 18,370 $1.5M
Ibex Wealth Advisors 0.15% Add +3.7% 18,359 $1.5M
Verus Capital Partners, LLC 0.10% Add +4.5% 18,331 $1.5M
Curtis Wealth Management LLC 1.29% — 15,602 $1.5M
Uptick Partners, LLC 0.32% New 18,231 $1.5M
Transcend Capital Advisors, LLC 0.11% Reduce -10.4% 17,954 $1.5M
Hamilton Capital, LLC 0.07% — 17,943 $1.5M
Green Ridge Wealth Planning LLC 0.74% — 17,931 $1.5M
Financial Engines Advisors L.L.C. 0.00% Add +9.7% 17,780 $1.4M
Wealth Management Associates, Inc. 0.50% Reduce -0.6% 17,768 $1.4M
Mraz, Amerine & Associates, Inc. 0.21% Reduce -3.6% 17,744 $1.4M
Blossom Wealth Management 2.37% Reduce -20.4% 17,715 $1.4M
Clarion Wealth Managment Partners, LLC 1.33% Reduce -2.6% 17,678 $1.4M
ERn Financial, LLC 0.27% Add +3.3% 17,673 $1.4M
First Heartland Consultants, Inc. 0.11% Reduce -4.9% 17,554 $1.4M
Bright Financial Advisors, Inc. 0.67% Reduce -2.0% 17,539 $1.4M
Beam Wealth Advisors, Inc. 0.39% Reduce -1.5% 17,531 $1.4M
Brookwood Investment Group LLC 0.17% Add +16.4% 17,527 $1.4M
Sheets Smith Wealth Management 0.16% Reduce -4.0% 17,514 $1.4M
Rothschild Wealth LLC 0.14% Add +30.1% 17,495 $1.4M
S.A. Mason LLC 0.56% No change 17,412 $1.4M
Cooke Wealth Management, LLC 1.23% — 16,176 $1.4M
Asempa Wealth Advisors 1.21% — 17,372 $1.4M
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.8% 17,369 $1.4M
Center For Asset Management LLC 0.74% Add +275.8% 17,345 $1.4M
FFG Partners, LLC 0.41% Add +0.4% 17,309 $1.4M
Interactive Financial Advisors, Inc. 0.91% New 17,264 $1.4M
Dynamic Advisor Solutions LLC 0.04% Add +1.7% 17,264 $1.4M
Diversified Trust Co. 0.03% Add +4.3% 17,261 $1.4M
Capital Investment Advisors, LLC 0.02% Reduce -0.1% 17,214 $1.4M
Novem Group 0.16% Reduce -4.9% 17,210 $1.4M
Independent Wealth Network Inc. 0.43% Reduce -5.7% 17,207 $1.4M
Arta Finance Wealth Management LLC 0.71% — 17,194 $1.4M
S&co Inc. 0.09% No change 17,174 $1.4M
Avidian Wealth Enterprises, LLC 0.05% Add +3.5% 17,158 $1.4M
Silvia McColl Wealth Management, LLC 0.92% Add +0.1% 17,056 $1.4M
Berger Financial Group, Inc 0.08% Add +33.9% 17,039 $1.4M
Phillips Financial Management, LLC 0.09% Reduce -1.8% 16,947 $1.4M
Benjamin Edwards Inc. 0.02% Reduce -31.4% 16,891 $1.4M
RHL Group, LLC 1.10% — 16,817 $1.4M
RCS Financial Planning, LLC 0.59% Add +2.4% 16,797 $1.4M
Crosspoint Financial, LLC 3.19% Add +3.3% 16,721 $1.4M
Andrews Advisory Associates, LLC 0.72% — 16,688 $1.4M
Evermay Wealth Management LLC 0.15% Reduce -2.0% 16,675 $1.4M
Auxano Advisors, LLC 0.27% Reduce -1.2% 16,660 $1.4M
Jump Financial, LLC 0.02% New 16,531 $1.3M
Lantz Financial LLC 0.28% Reduce -4.6% 16,526 $1.3M
Curated Wealth Partners LLC 0.14% Add +1.0% 16,522 $1.3M
IPG Investment Advisors LLC 0.23% Add +134.4% 16,422 $1.3M
NLB Skladi, upravljanje premozenja, d.o.o. 0.06% — 16,377 $1.3M
NWF Advisory Services Inc. 0.15% Add +28.5% 16,374 $1.3M
Ellis Investment Partners, LLC 0.23% Reduce -1.9% 16,352 $1.3M
Atala Financial Inc 0.84% Add +59.0% 16,262 $1.3M
CCG Wealth Management, LLC 0.56% Add +299.0% 16,239 $1.3M
Mission Wealth Management, LP 0.03% Add +3.7% 16,204 $1.3M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Reduce -17.4% 16,122 $1.3M
Atlatl Advisers LLC 0.50% Add +9.0% 16,053 $1.3M
5th Street Advisors, LLC 0.61% Reduce -9.0% 16,039 $1.3M
Frankly Finances, LLC 1.22% — 15,868 $1.3M
Mirador Capital Partners LP 0.18% Add +4.8% 15,790 $1.3M
Fort Point Capital Partners LLC 0.15% Reduce -22.3% 14,714 $1.3M
HORAN Wealth, LLC 0.20% No change 15,685 $1.3M
Central Bank & Trust Co. 0.20% Add +5.5% 15,661 $1.3M
LiftPoint Family Wealth Advisors LLC 1.08% — 15,639 $1.3M
Focused Alpha, LLC 0.37% — 15,552 $1.3M
Total Clarity Wealth Management, Inc. 0.30% Add +4.3% 15,540 $1.3M
Cascade Financial Partners, LLC 0.13% Reduce -3.1% 15,492 $1.3M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +0.6% 15,449 $1.3M
Blue Fin Capital, Inc. 0.19% No change 15,396 $1.2M
Foguth Wealth Management, LLC. 0.19% — 15,291 $1.2M
Banco Santander, S.A. 0.01% New 15,300 $1.2M
Northcape Wealth Management, LLC 0.35% No change 15,246 $1.2M
JT Stratford LLC 0.16% Reduce -1.2% 15,202 $1.2M
Essex Financial Services, Inc. 0.07% Reduce -7.6% 15,171 $1.2M
Tarbox Family Office, Inc. 0.20% No change 15,077 $1.2M
Signature Estate & Investment Advisors LLC 0.02% Add +7.0% 15,076 $1.2M
Provenance Wealth Advisors, LLC 0.14% Reduce -0.3% 15,064 $1.2M
Nova Wealth Management, Inc. 0.84% Add +14.9% 15,028 $1.2M
Community Bank, N.A. 0.14% Add +12.8% 15,027 $1.2M
Glenview Trust Co 0.02% No change 14,913 $1.2M
Greenspring Advisors, LLC 0.07% New 14,884 $1.2M
First National Trust Co 0.04% Reduce -4.8% 14,787 $1.2M
Compass Wealth Management, LLC 0.49% No change 14,738 $1.2M
Aberdeen Wealth Management LLC 0.55% Reduce -1.3% 14,712 $1.2M
Rebalance, LLC 0.07% Add +27.3% 14,709 $1.2M
Firethorn Wealth Partners, LLC 0.45% Add +13.8% 14,707 $1.2M
Wedmont Private Capital 0.04% Add +18.2% 14,213 $1.2M
Trustmark Bank Trust Department 0.08% Add +1.4% 14,651 $1.2M
Sharper & Granite LLC 0.42% Reduce -6.3% 14,650 $1.2M
KCM Investment Advisors LLC 0.04% Reduce -15.8% 14,628 $1.2M
Investment Management Corp. /Va/ 0.99% Reduce -2.5% 14,614 $1.2M
Brooklyn Investment Group 0.05% Add +100.3% 14,474 $1.2M
Arete Wealth Advisors, LLC 0.08% Reduce -12.2% 14,547 $1.2M
J.M. Arbour, LLC 1.17% — 14,474 $1.2M
Wealthstar Advisors, LLC 0.64% Reduce -35.0% 14,435 $1.2M
MainStreet Investment Advisors LLC 0.17% Reduce -50.5% 14,421 $1.2M
Marmo Financial Group, LLC 0.55% No change 14,344 $1.2M
Farmers & Merchants Investments Inc. 0.03% Reduce -1.5% 14,336 $1.2M
BCU Wealth Advisors, LLC 0.44% Add +2.1% 14,210 $1.2M
JFS Wealth Advisors, LLC 0.06% Reduce -2.2% 14,124 $1.1M
Swisher Financial Concepts, Inc. 0.65% Add +7.7% 14,068 $1.1M
Hobbs Group Advisors, LLC 0.34% Reduce -0.8% 14,061 $1.1M
Wescott Financial Advisory Group, LLC 0.10% No change 14,006 $1.1M
Atomic Invest LLC 0.64% — 13,865 $1.1M
Butensky & Cohen Financial Security, Inc. 0.31% New 13,940 $1.1M
Landing Point Financial Group, LLC 0.56% Add +8.2% 13,909 $1.1M
Continuum Advisory, LLC 0.11% Add +181.7% 13,906 $1.1M
First Bank & Trust 0.18% Add +3.9% 13,557 $1.1M
Integrity Alliance, Llc. 0.04% Reduce -52.6% 13,521 $1.1M
American National Bank & Trust 0.10% No change 13,451 $1.1M
Davis R M Inc. 0.02% Add +185.1% 13,383 $1.1M
Cedar Wealth Management, LLC 0.32% No change 13,365 $1.1M
PDS Planning, Inc 0.07% Add +5.8% 13,276 $1.1M
Drive Wealth Management, LLC 0.21% Add +27.1% 13,256 $1.1M
First Growth Capital LLC 0.94% — 11,101 $1.1M
Obermeyer Wealth Partners 0.05% Reduce -12.9% 13,045 $1.1M
Angeles Wealth Management, LLC 0.06% No change 13,000 $1.1M
Mill Capital Management, LLC 0.08% Reduce -20.0% 12,994 $1.1M
TopTier Wealth Management, LLC 0.72% — 12,988 $1.1M
Alpha Financial Partners LLC 0.64% Add +0.1% 12,960 $1.1M
Farringdon Capital, Ltd. 0.26% New 12,920 $1.0M
Beacon Financial Advisory LLC 0.24% Add +12.4% 12,908 $1.0M
Riverpoint Wealth Management Holdings, LLC 0.22% No change 12,873 $1.0M
Hanson & Doremus Investment Management 0.13% Reduce -4.6% 12,833 $1.0M
ICONIQ Capital, LLC 0.02% Reduce -31.7% 12,819 $1.0M
Grey Ledge Advisors, LLC 0.24% Add +0.0% 12,816 $1.0M
Mission Creek Capital Partners, Inc. 0.21% No change 12,757 $1.0M
Retirement Wealth Solutions LLC 0.65% Reduce -7.6% 12,745 $1.0M
Legacy Wealth Partners, LLC 0.27% — 12,667 $1.0M
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -3.1% 12,662 $1.0M
Archer Investment Management, LLC 0.55% New 12,645 $1.0M
JTC Employer Solutions Trustee Ltd 0.07% No change 12,632 $1.0M
Cordgrass Capital Advisors, LLC 0.25% Reduce -1.3% 12,621 $1.0M
Maridea Wealth Management LLC 0.15% Reduce -0.0% 12,566 $1.0M
Pinnacle Associates Ltd. 0.01% Add +0.7% 12,539 $1.0M
Ameliora Wealth Management Ltd. 0.31% No change 12,500 $1.0M
Simon Quick Advisors, LLC 0.04% Add +66.3% 12,472 $1.0M
Axecap Investments, LLC 0.62% Reduce -12.9% 12,468 $1.0M
Belpointe Asset Management LLC 0.04% Add +41.6% 12,318 $1000K
Curi Capital, LLC 0.02% Add +31.5% 12,151 $986K
Riverbend Wealth Management, LLC 0.62% Add +63.3% 12,066 $979K
Diesslin Group, Inc. 0.39% — 12,050 $978K
Muirfield Wealth Advisors LLC 0.72% Add +26.6% 12,045 $978K
Graham Capital Wealth Management, LLC 0.90% Reduce -2.6% 12,032 $977K
Global Financial Private Client, LLC 0.34% Add +0.5% 11,882 $964K
Wagner Wealth Management, Corp 0.95% — 11,878 $964K
Advisor Resource Council 0.34% New 10,976 $961K
RCW Management, LLC 0.97% — 11,836 $961K
Colony Family Offices, LLC 0.24% No change 11,820 $959K
Magnolia Capital Advisors LLC 0.20% Add +272.0% 11,795 $957K
Hancock Whitney Corp. 0.02% No change 11,787 $957K
Kornitzer Capital Management Inc. 0.02% Reduce -10.3% 11,708 $950K
Stokes Family Office, LLC 0.09% Add +5.7% 11,615 $943K
Trivium Point Advisory, LLC 0.09% Add +6.6% 11,562 $938K
Fairvoy Private Wealth, LLC 0.21% Reduce -1.8% 11,500 $933K
Meridian Wealth Management, LLC 0.03% Add +21.4% 11,484 $932K
Hirtle & Co., LLC 0.04% Reduce -7.7% 11,452 $930K
W.G. Shaheen & Associates DBA Whitney & Co 0.07% Reduce -2.5% 11,449 $929K
Werba Rubin Papier Wealth Management 0.25% No change 11,443 $929K
Optivise Advisory Services LLC 0.53% Add +46.3% 11,357 $922K
MBL Wealth, LLC 0.07% Reduce -0.2% 11,300 $917K
Advisory Advocates, LLC 0.90% — 11,168 $907K
W Advisors, LLC 0.45% Add +11.9% 11,131 $904K
Bogart Wealth, LLC 0.04% Add +0.5% 11,083 $900K
North Forty Two & Co. 0.84% Add +2.6% 11,004 $893K
McAdam, LLC 0.04% Add +45.3% 10,988 $892K
Colonial Trust Co / SC 0.12% Reduce -2.6% 10,972 $891K
Jamison Private Wealth Management, Inc. 0.11% Add +0.6% 10,954 $889K
Arrowroot Family Office, LLC 0.32% Add +4.2% 10,954 $889K
Keel Point, LLC 0.05% Add +6.4% 10,941 $888K
CWA Asset Management Group, LLC 0.03% Add +34.3% 10,890 $884K
Wisconsin Capital Management LLC 0.44% Add +8.0% 10,840 $880K
Pure Portfolios Holdings LLC 0.26% Add +7.1% 10,790 $876K
Euro Pacific Asset Management, LLC 0.10% Add +18.8% 10,761 $873K
Essex Bank 0.19% Add +10.6% 10,699 $868K
Phoenix Wealth Advisors 0.33% Reduce -1.0% 10,680 $867K
Texas Yale Capital Corp. 0.03% No change 10,600 $860K
South Shore Capital Advisors 0.63% — 10,566 $858K
Urban Wealth Management, LLC 0.80% — 10,557 $857K
Appleton Partners Inc. 0.06% Reduce -0.2% 10,517 $854K
New Millennium Group LLC 0.37% Add +6.5% 10,502 $852K
Astoria Portfolio Advisors LLC. 0.19% Reduce -8.4% 8,638 $851K
Tradition Wealth Management, LLC 0.06% Reduce -12.9% 10,484 $851K
GWN Securities Inc. 0.17% Add +29.4% 10,370 $842K
Blue Chip Partners, LLC 0.06% Reduce -1.1% 10,370 $842K
Private Client Services, LLC 0.26% Add +2.8% 10,359 $841K
Vantage Point Financial LLC 0.30% Add +17.6% 10,333 $839K
OneAscent Financial Services LLC 0.08% Add +0.3% 10,311 $837K
Range Advisory, LLC 0.22% — 10,301 $836K
BXM Wealth LLC 0.64% Add +14.4% 10,300 $836K
Pinnacle Bancorp, Inc. 0.24% Add +10.4% 10,294 $836K
Fisher Asset Management 0.00% Add +188.8% 10,274 $834K
Sentinel Pension Advisors, LLC 0.13% Reduce -0.4% 10,259 $833K
KKM Financial LLC 0.15% Add +18.0% 10,243 $831K
Greykasell Wealth Strategies, Inc. 0.33% Add +1107.5% 10,240 $831K
World Equity Group, Inc. 0.23% Add +56.5% 10,218 $829K
Florida Financial Advisors, LLC 0.22% Add +42.0% 10,191 $827K
GC Wealth Management RIA, LLC 0.03% Reduce -5.1% 10,176 $826K
Inspirion Wealth Advisors, LLC 0.10% No change 10,153 $824K
Badgley Phelps Wealth Managers, LLC 0.02% Add +6.6% 10,136 $823K
Capital Investment Management, Inc. 0.29% — 10,134 $823K
Quantum Portfolio Management LLC 0.36% Reduce -48.3% 10,111 $821K
Pennington Partners & Co., LLC 0.33% Add +166.9% 10,062 $817K
Hengehold Capital Management LLC 0.07% No change 10,000 $812K
Exchange Bank 0.56% Add +7.8% 9,989 $811K
Doliver Advisors, LP 0.20% Reduce -21.5% 9,925 $806K
CJM Wealth Advisers, Ltd. 0.24% Add +217.4% 9,911 $804K
Valmark Advisers, Inc. 0.01% Reduce -6.1% 9,853 $800K
Frank, Rimerman Advisors LLC 0.05% No change 9,729 $790K
Towne Trust Company, N.A 0.25% No change 9,700 $787K
EPG Wealth Management LLC 0.21% No change 9,670 $785K
Birch Hill Investment Advisors LLC 0.03% No change 9,652 $783K
Financial Synergies Wealth Advisors, Inc. 0.08% Add +0.4% 9,591 $779K
SFE Investment Counsel 0.12% Reduce -1.9% 9,532 $774K
Black Diamond Financial, LLC 0.08% Reduce -1.5% 9,502 $771K
Net Worth Advisory Group 0.16% Add +237.0% 9,497 $771K
Cozad Asset Management Inc. 0.06% Add +3.3% 9,489 $770K
Staley Capital Advisers Inc. 0.03% Reduce -0.0% 9,476 $769K
Curry Webb Wealth Management LLC 0.38% — 9,453 $767K
Clarity Financial LLC 0.07% Reduce -5.9% 9,428 $765K
International Assets Investment Management, LLC 0.05% Add +26.3% 9,377 $761K
Councilor Wealth, LLC 0.36% No change 9,372 $761K
Schmidt P J Investment Management Inc. 0.12% Add +1.1% 9,362 $760K
BKM Wealth Management, LLC 0.28% Add +9.9% 9,307 $755K
Armbruster Capital Management, Inc. 0.13% Reduce -22.9% 9,250 $751K
Aspiriant, LLC 0.02% Add +17.6% 9,239 $750K
Patten & Patten Inc. 0.04% Reduce -5.1% 9,225 $749K
SouthState Bank Corp 0.03% Add +62.6% 9,216 $748K
Chilton Investment Co. Inc. 0.02% Add +52.4% 9,187 $746K
TCFG Wealth Management, LLC 0.29% Reduce -10.0% 9,101 $739K
Advance Capital Management, Inc. 0.03% Reduce -12.7% 9,090 $738K
Brandywine Oak Private Wealth LLC 0.06% Add +0.9% 9,078 $737K
ORG Partners LLC 0.13% Add +2.8% 9,006 $731K
Crestwood Advisors Group, LLC 0.01% Add +2.9% 8,979 $729K
Nilsine Partners, LLC 0.06% Add +47.5% 8,973 $728K
Beckerman Institutional, LLC 0.41% Reduce -8.8% 8,969 $728K
Milestone Asset Management, LLC 0.14% Add +8.1% 8,966 $728K
Regimen Wealth, LLC 0.21% Reduce -1.0% 8,958 $727K
XML Financial, LLC 0.06% Add +19.6% 8,947 $726K
SeaCrest Wealth Management, LLC 0.07% Add +4.7% 8,652 $725K
Vanguard Capital Wealth Advisors 0.58% Reduce -65.3% 8,918 $724K
Evolution Wealth Advisors, LLC 0.07% Add +0.0% 8,877 $721K
PUREfi Wealth, LLC 0.55% Add +1.6% 8,861 $719K
HBK Sorce Advisory LLC 0.02% Add +6.3% 7,714 $719K
GeoWealth Management, LLC 0.03% Reduce -63.0% 8,854 $719K
Three Cord True Wealth Management, LLC 0.42% No change 8,843 $718K
StoneX Group Inc. 0.03% Add +23.8% 8,733 $716K
Beese Fulmer Investment Management, Inc. 0.05% Reduce -4.8% 8,772 $712K
White Knight Strategic Wealth Advisors, LLC 0.52% Add +45.2% 8,769 $712K
Catawba River Capital 0.32% Reduce -4.5% 8,748 $710K
Atlantic Union Bankshares Corp 0.01% Add +11.9% 8,669 $704K
Greenleaf Trust 0.01% Reduce -3.0% 8,636 $701K
Disciplined Investors, L.L.C. 0.46% Add +5.1% 8,600 $698K
Sound Income Strategies, LLC 0.03% Add +29.6% 8,066 $696K
Horizon Kinetics Asset Management LLC 0.01% Reduce -1.4% 8,566 $695K
Flagstar Securities, Inc. 0.23% Reduce -43.9% 8,563 $695K
Integrated Investment Consultants, LLC 0.14% Reduce -46.2% 8,522 $692K
First Nebraska Trust Co 0.06% No change 8,500 $690K
United Asset Strategies, Inc. 0.05% Reduce -40.1% 8,497 $690K
Berkeley Capital Partners, LLC 0.16% Reduce -4.6% 8,475 $688K
Capital Planning Advisors, LLC 0.09% No change 8,464 $687K
Boston Family Office LLC 0.04% Reduce -32.2% 8,421 $684K
Winch Advisory Services, LLC 0.15% Reduce -8.9% 8,375 $680K
Petersen Hastings Wealth Advisors Inc. 0.07% — 8,364 $679K
Endowment Wealth Management, Inc. 0.31% Reduce -6.2% 8,344 $677K
Compass Ion Advisors, LLC 0.06% Add +0.2% 8,294 $673K
Farmers Trust Co. 0.11% Reduce -0.5% 8,278 $672K
FSM Wealth Advisors, LLC 0.09% Add +0.8% 8,256 $670K
Viewpoint Capital Management LLC 0.29% Add +1.9% 8,244 $669K
Pallas Capital Advisors LLC 0.02% Add +69.3% 8,214 $667K
Aspire Private Capital, LLC 0.15% Reduce -8.3% 8,189 $665K
Thompson David Blair 0.38% — 8,184 $664K
Capital Squared Financial LLC 0.52% Reduce -5.8% 8,181 $664K
SVB Wealth LLC 0.04% Add +3.2% 8,152 $662K
COFG Advisors, LLC 0.16% — 8,149 $661K
McAlvany Wealth Management LLC 0.50% — 8,092 $657K
Sterling Investment Advisors LLC 0.32% Reduce -19.2% 8,071 $655K
Austin Private Wealth, LLC 0.05% Reduce -7.9% 8,065 $655K
Smartleaf Asset Management LLC 0.02% Add +112.6% 8,005 $654K
Atlas Wealth Partners, LLC 0.72% Add +24.9% 8,045 $653K
Amundi 0.00% New 8,000 $649K
Lakeridge Wealth Management LLC 0.29% Add +0.3% 7,994 $649K
Birchwood Financial Partners, Inc. 0.64% — 7,982 $648K
Quantify Chaos Advisors, LLC 1.96% — 7,976 $647K
Strategic Wealth Advisors LLC 0.55% — 7,978 $647K
Contango Wealth Management LLC 0.72% — 7,961 $646K
17 Capital Partners, LLC 0.34% New 7,954 $646K
Entelevest, LLC 0.67% — 7,907 $642K
Index Technologies Group LLC 0.67% — 7,845 $637K
Stegent Equity Advisors, Inc. 0.50% No change 7,832 $636K
Absolute Capital Management, LLC 0.23% Add +9.8% 7,829 $636K
Cynosure Group, LLC 0.06% Reduce -0.7% 7,814 $634K
Whalerock Point Partners, LLC 0.12% No change 7,811 $634K
Ingalls & Snyder LLC 0.02% Reduce -6.0% 7,793 $633K
Tacita Capital Inc 0.37% No change 7,777 $631K
Meritage Portfolio Management 0.04% No change 7,760 $630K
Galvin, Gaustad & Stein, LLC 0.05% Add +1.1% 7,735 $628K
Clearbridge Investments, LLC 0.00% No change 7,701 $625K
Visionary Wealth Advisors 0.03% Reduce -3.2% 7,662 $622K
Capital Asset Managemnet, LLC 0.69% — 7,402 $619K
Fortune Financial Group, Inc. 0.61% — 7,393 $618K
Compass Financial Group, Inc. (Ohio) 0.45% — 7,610 $618K
Dynamic Financial Group 0.53% Reduce -3.4% 7,602 $617K
TCW Group Inc. 0.00% New 7,595 $616K
WBH Advisory Inc. 0.05% Reduce -4.8% 7,546 $613K
Financial Partners Group, Inc 0.07% Add +80.9% 6,713 $612K
Hazlett, Burt & Watson, Inc. 0.20% Add +40.0% 7,531 $611K
SageView Advisory Group, LLC 0.02% Reduce -2.0% 7,515 $610K
WASHINGTON TRUST Co 0.02% No change 7,510 $610K
Arrien Investments, Inc. 0.34% No change 7,500 $609K
Pinnacle Wealth Planning Services, Inc. 0.06% Add +0.2% 7,455 $605K
HUB Investment Partners, LLC 0.02% Reduce -28.8% 7,455 $605K
Schrum Private Wealth Management LLC 0.45% Add +3.2% 7,450 $605K
Durante & Waters, LLC 0.42% Add +2.5% 7,380 $599K
Koa Wealth Management, LLC 0.41% Add +3.8% 7,330 $595K
Garrison Point Advisors, LLC 0.26% Add +142.7% 7,305 $593K
WealthCollab, LLC 0.24% Add +5.3% 7,282 $591K
Journey Advisory Group, LLC 0.05% Reduce -2.7% 7,276 $591K
DGS Capital Management, LLC 0.10% Reduce -0.3% 7,251 $589K
Trust Co. of Vermont 0.02% Add +76.9% 7,243 $588K
Soltis Investment Advisors LLC 0.04% Reduce -3.0% 7,231 $587K
Signal Advisors Wealth, LLC 0.05% Reduce -16.6% 7,202 $585K
First City Capital Management, Inc. 0.31% Reduce -0.7% 7,193 $584K
Integral Investment Advisors, Inc. 0.14% No change 7,192 $584K
Panoramic Investment Advisors, LLC 0.32% Add +2.2% 7,184 $583K
IFC & Insurance Marketing, Inc. 0.58% — 7,178 $583K
Busey Bank 0.02% Add +124.3% 7,176 $582K
Professional Advisory Services Inc. 0.07% Reduce -4.5% 7,173 $582K
Legacy Edge Advisors, LLC 0.06% Reduce -2.6% 7,169 $582K
Solidarity Wealth, LLC 0.12% No change 7,087 $575K
Lake Street Private Wealth, LLC 0.07% Reduce -5.0% 7,067 $574K
Great Diamond Partners, LLC 0.11% Reduce -11.6% 7,047 $572K
Lantern Wealth Advisors, LLC 0.30% Reduce -2.9% 7,046 $572K
CGN Advisors LLC 0.05% Add +7.3% 7,037 $571K
Two West Capital Advisors LLC 0.33% Add +1.9% 7,035 $571K
IKE Capital, LLC 0.49% — 7,000 $568K
Pullen Investment Management, LLC 0.30% Add +9.6% 6,992 $568K
Pinnacle Wealth Management Advisory Group, LLC 0.04% Add +0.7% 6,983 $567K
Nemes Rush Group LLC 0.05% Add +1.9% 6,982 $567K
Spinnaker Investment Group, LLC 0.10% Add +3.4% 6,941 $563K
SB Capital Management Inc 0.21% — 6,920 $562K
Indiana Trust & Investment Management Co 0.16% No change 6,885 $559K
Cambridge Advisors Inc. 0.11% Reduce -0.1% 6,883 $559K
MRP Capital Investments, LLC 0.47% Add +25.0% 6,875 $558K
Armstrong, Fleming & Moore, Inc 0.26% Add +0.1% 6,830 $554K
Golden State Wealth Management, LLC 0.06% Reduce -7.9% 6,828 $554K
Summit Global Investments 0.03% Add +0.3% 6,829 $554K
CRA Financial Services, LLC 0.07% Add +7.3% 6,794 $551K
Sandy Cove Advisors, LLC 0.16% No change 6,757 $548K
Signature Wealth Management Group 0.22% No change 6,743 $547K
Facet Wealth, Inc. 0.01% Add +69.5% 5,385 $545K
Calton & Associates, Inc. 0.08% Add +12.4% 6,706 $544K
Strategy Asset Managers LLC 0.09% Add +74.4% 6,686 $543K
Sand Hill Global Advisors, LLC 0.02% No change 6,669 $541K
Wynn Capital, LLC 0.26% No change 6,646 $539K
Aries Wealth Management 0.12% Reduce -11.1% 6,635 $539K
West Branch Capital LLC 0.14% No change 6,630 $538K
KW Wealth Management LLC 0.81% Add +5.4% 6,614 $537K
Leigh Baldwin & Co., LLC 0.35% New 6,605 $536K
Walser Wealth Management Company, A Ltd Liability Co 0.28% — 6,599 $536K
Clear Investment Research, LLC 0.89% Add +11.1% 6,572 $533K
Cooper/Haims Advisors, LLC 0.24% No change 6,548 $532K
Baker Ellis Asset Management LLC 0.06% No change 6,500 $528K
Schnieders Capital Management, Llc. 0.08% New 6,492 $527K
Magnus Financial Group LLC 0.04% Add +0.5% 6,485 $526K
BLB&B Advisors, LLC 0.02% Add +10.3% 6,479 $526K
BostonPremier Wealth LLC 0.27% Add +59.8% 6,470 $525K
Pitcairn Wealth Advisors LLC 0.05% — 6,465 $525K
REAP Financial Group, LLC 0.11% Add +11864.8% 6,461 $524K
Copia Wealth Management 0.37% Add +1.3% 6,450 $524K
Orcam Financial Group 0.39% Reduce -11.4% 6,437 $522K
Summit Wealth Partners, LLC 0.10% Add +20.4% 6,415 $521K
Chesley Taft & Associates LLC 0.02% New 6,406 $520K
SmartHarvest Portfolios, LLC 0.18% — 6,356 $516K
Howard Financial Services, LTD. 0.06% Reduce -0.1% 6,352 $516K
Bourgeon Capital Management LLC 0.09% No change 6,346 $515K
Accredited Investors Inc. 0.03% Add +13.5% 6,334 $514K
Richmond Investment Services, LLC 0.09% Add +10.9% 6,329 $514K
Genesis Wealth Advisors, LLC 0.35% No change 6,326 $513K
CX Institutional 0.02% Reduce -6.6% 6,323 $513K
Klingman & Associates, LLC 0.02% Reduce -2.9% 6,313 $512K
Retirement Management Systems Inc. 0.13% — 6,312 $512K
Avantra Family Wealth, Inc. 0.37% Reduce -0.3% 6,301 $511K
Baker Boyer National Bank 0.15% Add +6.8% 6,293 $511K
LRI Investments, LLC 0.04% Reduce -3.9% 6,290 $511K
Twin Lakes Capital Management, LLC 0.23% Reduce -7.9% 6,289 $510K
Quadrant Private Wealth Management, LLC 0.08% Reduce -9.5% 6,253 $508K
Sankala Group LLC 0.41% — 5,123 $508K
TCP Asset Management, LLC 0.09% Add +0.0% 6,232 $506K
City Center Advisors, LLC 0.46% Add +16.2% 6,208 $504K
Pacific Excel Wealth Advisors, Inc. 0.95% — 6,113 $504K
Squarepoint Ops LLC 0.00% Add +0.9% 6,201 $503K
Reliant Wealth Planning 0.16% No change 6,198 $503K
Van Eck Associates Corp. 0.00% No change 6,194 $503K
Harbor Investment Advisory, LLC 0.04% Add +0.1% 6,191 $502K
Broadway Wealth Solutions, Inc. 0.27% Reduce -6.4% 6,186 $502K
Federation des caisses Desjardins du Quebec 0.00% Add +73.5% 6,165 $500K
Sound Stewardship, LLC 0.24% No change 6,150 $499K
Heritage Financial Services, LLC 0.04% Reduce -44.5% 6,146 $499K
Brooks, Moore & Associates, Inc. 0.24% Add +2.1% 6,076 $493K
Daymark Wealth Partners, LLC 0.02% Add +14.8% 6,071 $493K
Integrity Investment Advisors, LLC 0.27% New 6,068 $493K
Future Financial Wealth Managment LLC 0.33% No change 5,500 $493K
Clay Northam Wealth Management, LLC 0.27% Reduce -0.0% 6,063 $492K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.11% Add +1.2% 6,048 $491K
American Asset Management Inc. 0.42% Add +34.9% 6,035 $490K
Woodward Diversified Capital, LLC 0.22% Reduce -25.3% 6,026 $489K
Investment Advisory Group, LLC 0.13% Add +15.8% 6,011 $488K
Jaffetilchin Investment Partners, LLC 0.03% Add +40.1% 5,998 $487K
WESPAC Advisors SoCal, LLC 0.10% Reduce -3.0% 5,997 $487K
NorthCoast Asset Management LLC 0.01% Reduce -99.0% 5,943 $482K
4WEALTH Advisors, Inc. 0.42% Reduce -32.4% 5,943 $482K
Cassaday & Co Wealth Management LLC 0.01% Add +14.5% 5,930 $481K
Certified Advisory Corp 0.04% No change 5,927 $481K
Williams & Novak, LLC 0.36% Reduce -17.5% 5,924 $481K
Elm Partners Management LLC 0.02% Add +37.1% 5,914 $480K
Private Advisory Group LLC 0.04% Add +4.1% 5,900 $479K
BTG Pactual Asset Management US LLC 0.05% New 7,670 $478K
Quintet Private Bank (Europe) S.A. 0.03% No change 5,885 $478K
Foundation Wealth Management, LLC 0.33% Reduce -0.0% 5,876 $477K
Peapack Gladstone Financial Corp. 0.01% Reduce -44.9% 5,858 $475K
Pachira Investments Inc. 0.23% New 5,838 $474K
Continuum Wealth Advisors, LLC 0.18% Reduce -0.3% 5,801 $471K
Aptus Capital Advisors, LLC 0.00% Add +11.3% 5,785 $470K
Sanders Morris Harris LLC 0.73% No change 5,498 $469K
Tactive Advisors, LLC 0.14% Reduce -3.1% 5,767 $468K
Earned Wealth Advisors, LLC 0.03% Add +40.2% 5,766 $468K
DDD Partners, LLC 0.03% No change 5,765 $468K
Quattro Financial Advisors LLC 0.14% No change 5,707 $463K
Lazard Asset Management LLC 0.00% New 5,702 $463K
Midwest Financial Group LLC 0.20% Reduce -2.6% 5,689 $462K
Mach-1 Financial Group, LLC 0.09% New 5,681 $461K
Pillar Financial Advisors, LLC 0.28% No change 5,670 $460K
Presidio Capital Management, LLC 0.14% Add +62.3% 5,651 $459K
Crumly & Associates Inc. 0.10% No change 5,640 $458K
Wellington-Altus USA Inc. 0.34% — 5,597 $454K
Fulton Bank, N.A. 0.02% No change 5,595 $454K
Tortoise Investment Management, LLC 0.04% Add +1.8% 5,593 $454K
Advisors Capital Management, LLC 0.01% New 5,592 $454K
Empirical Asset Management, LLC 0.13% Reduce -5.0% 5,577 $453K
Cary Street Partners Investment Advisory LLC 0.12% Add +50.8% 5,572 $452K
Teamwork Financial Advisors, LLC 0.05% Add +2.1% 5,567 $452K
Rossmore Private Capital 0.04% New 5,540 $450K
Quotient Wealth Partners, LLC 0.01% Add +6.0% 5,517 $448K
DBK Financial Counsel, LLC 0.34% Reduce -9.3% 5,517 $448K
Naples Global Advisors, LLC 0.03% Add +31.7% 5,463 $443K
Blue Bell Private Wealth Management, LLC 0.07% Add +0.1% 5,461 $443K
Semus Wealth Partners LLC 0.24% Reduce -1.9% 5,456 $443K
Barnes Dennig Private Wealth Management LLC 0.44% Add +25.1% 5,411 $439K
Aspen Investment Management Inc 0.13% New 5,408 $439K
Alliance Private Wealth, LLC 0.15% — 4,708 $438K
Prentiss Smith & Co. Inc. 0.26% No change 5,391 $438K
Advisor OS, LLC 0.04% Reduce -4.7% 5,381 $437K
Blalock Williams, LLC 0.35% Add +17.3% 5,380 $437K
Asset Dedication, LLC 0.03% No change 5,363 $435K
Potomac Fund Management Inc. 0.02% Reduce -18.6% 5,352 $434K
Christensen, King & Associates Investment Services, Inc. 0.18% Reduce -2.9% 5,337 $433K
Manchester Capital Management LLC 0.06% Reduce -25.8% 5,325 $432K
KMG Fiduciary Partners, LLC 0.03% Reduce -1.3% 5,309 $431K
Fortitude Family Office, LLC 0.10% Reduce -15.4% 5,303 $430K
One Charles Private Wealth Services, LLC 0.11% No change 5,269 $428K
Rare Wolf Capital LLC 0.27% — 5,260 $427K
CFS Investment Advisory Services, LLC 0.03% Add +6.6% 5,260 $427K
Rosenberg Matthew Hamilton 0.09% No change 5,250 $426K
Fiduciary Family Office, LLC 0.12% No change 5,249 $426K
Atwater Malick LLC 0.12% Add +21.5% 5,232 $425K
Founders Financial Securities LLC 0.03% Reduce -5.6% 5,221 $424K
Vision Retirement, LLC 0.11% — 5,209 $423K
Mechanics Financial Corp 0.16% Add +5.4% 5,204 $422K
HHM Wealth Advisors, LLC 0.05% Add +0.6% 5,195 $422K
Woodmont Investment Counsel LLC 0.03% Reduce -19.4% 5,187 $421K
Sincerus Advisory, LLC 0.34% No change 5,184 $421K
Patten Group, Inc. 0.08% Reduce -32.9% 5,175 $420K
Envision Financial Planning, LLC 0.16% Add +11.4% 5,161 $419K
Lesa Sroufe & Co 0.31% No change 5,142 $417K
Avantax Planning Partners, Inc. 0.01% No change 5,131 $416K
Foster Group, Inc. 0.01% Add +2.4% 5,126 $416K
Nolet Wealth Management, LLC 0.23% — 5,117 $415K
Compton Wealth Advisory Group, LLC 0.09% Add +6.0% 5,102 $414K
Kestra Investment Management, LLC 0.01% Add +2.0% 5,097 $414K
Cape Cod Five Cents Savings Bank 0.04% No change 8,275 $411K
Helium Advisors LLC 0.41% Reduce -49.3% 5,045 $410K
Alpha Cubed Investments, LLC 0.01% No change 5,035 $409K
Maripau Wealth Management LLC 0.19% Reduce -8.4% 4,996 $406K
Union Bancaire Privee, UBP SA 0.00% New 6,675 $405K
Stone Summit Wealth LLC 0.11% Reduce -4.6% 4,981 $404K
Norden Group LLC 0.04% Reduce -5.5% 4,975 $404K
Andina Capital Management, LLC 0.24% Reduce -0.9% 4,972 $404K
Bridgewater Advisors Inc. 0.03% Reduce -0.8% 4,435 $403K
Theory Financial LLC 0.14% Add +1.4% 4,234 $403K
Transamerica Financial Advisors, LLC 0.03% Add +102.1% 4,931 $400K
BlueChip Wealth Advisors LLC 0.17% Reduce -6.7% 4,925 $400K
Dagco, Inc. 0.09% No change 4,925 $400K
Indivisible Partners 0.04% — 4,915 $399K
Tempo Wealth, LLC 0.07% — 4,908 $398K
Ssa Swiss Advisors AG 0.18% Reduce -8.9% 4,889 $397K
Genesis Private Wealth, LLC 0.12% Reduce -1.7% 4,852 $394K
Gen-Wealth Partners Inc 0.13% Add +20.7% 4,844 $393K
Rinkey Investments 0.10% Reduce -17.7% 4,835 $392K
Fortis Capital Management LLC 0.05% Reduce -3.7% 4,828 $392K
Ethos Financial Group, LLC 0.03% No change 4,819 $391K
Winthrop Advisory Group LLC 0.03% New 4,817 $391K
West Paces Advisors Inc. 0.08% No change 4,815 $391K
Vantus Wealth LLC 0.29% — 4,813 $391K
Pinkerton Wealth, LLC 0.04% Reduce -3.0% 4,801 $390K
Concorde Asset Management, LLC 0.15% Add +22.2% 4,771 $387K
Lavelle Capital LP 0.24% — 4,751 $386K
Pure Financial Advisors, LLC 0.01% Add +26.4% 4,742 $385K
Warren Street Wealth Advisors, LLC 0.11% No change 4,727 $384K
Secure Asset Management, LLC 0.06% Add +1.1% 4,722 $383K
MKD Wealth Coaches, LLC 0.38% Add +1.3% 4,654 $378K
Hillcrest Wealth Advisors - NY, LLC 0.16% No change 4,650 $377K
WealthPlan Investment Management, LLC 0.02% Reduce -5.8% 4,650 $377K
Planning Alternatives Ltd. 0.05% New 4,639 $377K
BCS Private Wealth Management, Inc. 0.13% New 4,636 $376K
Fiduciary Alliance LLC 0.02% Reduce -1.6% 4,574 $371K
Gould Capital, LLC 0.23% No change 4,569 $371K
Meridian Wealth Partners, LLC 0.05% Add +0.9% 4,554 $370K
3EDGE Asset Management, LP 0.02% Reduce -0.8% 4,542 $369K
Chapin Davis, Inc. 0.09% No change 4,525 $367K
Joel Isaacson & Co., LLC 0.01% Reduce -0.2% 4,515 $366K
Valicenti Advisory Services Inc. 0.08% No change 4,505 $366K
Westview Management dba Westview Investment Advisors 0.17% — 4,500 $365K
Hutchens & Kramer Investment Management Group, LLC 0.13% Reduce -8.8% 4,494 $365K
Calamos Wealth Management LLC 0.01% Add +44.1% 4,486 $364K
Fulcrum Equity Management 0.35% New 4,466 $363K
Itau Unibanco Holding S.A. 0.01% Reduce -30.0% 4,464 $362K
Atlas Brown,Inc. 0.11% New 4,462 $362K
Cape Investment Advisory, Inc. 0.11% Add +66.6% 4,441 $360K
Acorn Wealth Advisors, LLC 0.11% Reduce -10.6% 4,422 $359K
Battery Global Advisors, LLC 0.17% Reduce -99.5% 524 $359K
Franklin Street Advisors Inc. 0.02% Add +51.4% 4,420 $359K
Financial Futures Ltd Liability Co. 0.17% New 4,416 $358K
NDVR, Inc. 0.30% No change 4,408 $358K
Bragg Financial Advisors, Inc 0.01% Add +8.4% 4,402 $357K
Alteri Wealth LLC 0.12% No change 4,375 $355K
Aprio Wealth Management, LLC 0.02% Reduce -7.7% 2,791 $354K
Joseph P. Lucia & Associates, LLC 0.13% Add +27.1% 4,359 $354K
Tempus Wealth Planning, LLC 0.08% Reduce -26.4% 4,347 $353K
High Point Wealth Management, LLC 0.34% — 4,345 $353K
Smith & Howard Wealth Management, LLC 0.08% Reduce -8.6% 4,342 $352K
Code Waechter LLC 0.23% Reduce -1.9% 4,339 $352K
Atlas Capital Advisors Inc. 0.04% — 4,330 $351K
Krilogy Financial LLC 0.01% Reduce -1.8% 3,675 $350K
Sfm, LLC 0.20% Reduce -2.5% 4,309 $350K
Financial Security Advisor, Inc. 0.07% New 4,300 $349K
Liberty Square Wealth Partners LLC 0.10% Reduce -3.3% 4,290 $348K
True Freedom Investing, LLC 0.02% New 4,279 $347K
Golden Reserve Retirement LLC 0.06% New 4,274 $347K
Briggs Wealth Management, Inc 0.37% — 4,244 $344K
Tred Avon Family Wealth, LLC 0.11% Reduce -1.4% 4,240 $344K
Geneva Partners, LLC 0.12% New 4,237 $344K
Hurlow Wealth Management Group, Inc. 0.08% New 4,237 $344K
International Private Wealth Advisors LLC 0.22% Add +16.2% 4,236 $344K
BCM Advisors, LLC 0.07% No change 3,660 $343K
Prosperity Consulting Group, LLC 0.02% Add +17.9% 4,224 $343K
Mid-American Wealth Advisory Group, Inc. 0.14% Reduce -1.9% 4,215 $342K
BAM Wealth Management, LLC 0.25% Reduce -7.0% 4,209 $342K
Regent Peak Wealth Advisors LLC 0.07% New 4,199 $341K
Dopkins Wealth Management, LLC 0.14% Reduce -6.7% 4,186 $340K
Pin Oak Investment Advisors Inc. 0.24% Reduce -21.6% 3,636 $339K
Wealth Dimensions Group, Ltd. 0.07% Add +6.0% 4,150 $337K
TrustBank 0.14% — 4,133 $335K
VestGen Investment Management 0.19% Reduce -8.6% 4,124 $335K
New Hampshire Trust 0.07% No change 4,115 $334K
UNIVEST FINANCIAL Corp 0.02% Add +13.8% 4,099 $333K
Hyposwiss Advisors SA 0.33% — 4,090 $332K
Parsons Capital Management Inc. 0.02% Reduce -0.9% 4,065 $330K
Focused Wealth Management, Inc 0.04% Add +3.4% 4,063 $330K
Saxon Interests, Inc. 0.12% No change 4,056 $329K
Cornerstone Wealth Management, LLC 0.02% Reduce -2.1% 4,053 $329K
Octavia Wealth Advisors, LLC 0.03% Reduce -6.3% 4,026 $327K
Excalibur Management Corp. 0.12% New 4,000 $325K
Rockland Trust Co. 0.01% Add +25.2% 3,974 $323K
KG Capital Management 0.08% No change 3,972 $322K
Wealth Architects, LLC 0.03% New 3,963 $322K
West Bancorporation Inc. 0.17% No change 3,961 $322K
E&G Advisors, LLC 0.07% Reduce -27.5% 3,955 $321K
Stirlingshire Investments, Inc. 0.28% — 3,942 $320K
Fiduciary Group, LLC 0.03% No change 3,935 $319K
One Day In July LLC 0.03% Add +4.0% 3,913 $318K
BTC Capital Management, Inc. 0.02% No change 3,900 $317K
TFB Advisors LLC 0.09% Reduce -6.2% 3,900 $317K
Foster & Motley Inc. 0.02% Add +9.0% 3,887 $316K
LFA - Lugano Financial Advisors SA 0.16% Add +5.7% 3,893 $316K
LBMC Investment Advisors, LLC 0.02% No change 3,878 $315K
Centric Wealth Management 0.07% No change 3,577 $313K
Sei Investments Co. 0.00% New 3,852 $313K
Caliber Wealth Management, LLC / KS 0.03% Add +36.5% 3,851 $313K
Harrington Investments, INC 0.16% No change 3,843 $312K
Gilliland Jeter Wealth Management LLC 0.09% Add +27.7% 3,839 $312K
M. Kulyk & Associates, LLC 0.06% No change 3,836 $311K
Burke & Herbert Bank & Trust Co. 0.09% No change 3,834 $311K
Zacks Investment Management 0.00% Add +14.6% 3,833 $311K
Allen Capital Group, LLC 0.03% Reduce -0.6% 3,829 $311K
Main Street Group, LTD 0.11% No change 3,824 $310K
Revolve Wealth Partners, LLC 0.04% No change 3,810 $309K
Commons Capital, LLC 0.22% New 3,807 $309K
WealthPLAN Partners, LLC 0.05% Add +9.4% 3,796 $308K
Madison Wealth Partners, Inc 0.06% Reduce -3.0% 3,795 $308K
Bedel Financial Consulting, Inc. 0.03% Add +0.1% 3,789 $308K
Graney & King, LLC 0.18% No change 3,783 $307K
Genus Capital Management Inc. 0.04% No change 3,780 $307K
Insight 2811, Inc. 0.13% Reduce -2.3% 3,755 $305K
Avalon Trust Co 0.02% No change 3,750 $304K
Parallax Volatility Advisers, L.P. 0.01% No change 3,750 $304K
Cornerstone Planning, LLC 0.07% — 3,748 $304K
Valley Forge Investment Consultants Inc. Adv 0.09% Reduce -47.3% 3,722 $302K
Diversified Enterprises, LLC 0.02% No change 3,709 $301K
D.B. Root & Company, LLC 0.07% No change 3,707 $301K
Coastwise Capital Group, LLC 0.16% New 3,700 $300K
Telos Capital Management, Inc. 0.03% Reduce -0.6% 3,700 $300K
Impact Capital Partners LLC 0.09% New 3,687 $299K
Oak Barrel Wealth Advisory LLC 0.18% — 3,686 $299K
Blue Capital, Inc. 0.21% New 3,678 $299K
Flagship Wealth Advisors, LLC 0.09% Add +6.1% 3,668 $298K
Unify Financial Advisors 0.31% — 3,664 $297K
Welch Group, LLC 0.01% New 3,661 $297K
Mystic Asset Management, Inc. 0.07% Add +0.4% 3,646 $296K
Colter Lewis Investment Partners LLC 0.34% — 3,645 $296K
Balboa Wealth Partners 0.05% New 3,633 $295K
Montecito Bank & Trust 0.05% Reduce -5.0% 3,630 $295K
Argyle Capital Partners, LLC 0.22% No change 3,627 $294K
Graetz Wealth LLC 0.27% — 3,621 $294K
Haverford Trust Co 0.00% Add +3.4% 3,617 $294K
Live Oak Private Wealth LLC 0.04% Reduce -4.2% 3,616 $294K
XY Planning Network, Inc. 0.05% New 3,603 $292K
Hardman Johnston Global Advisors LLC 0.01% No change 3,600 $292K
HCR Wealth Advisors 0.03% No change 3,594 $292K
Sfmg, LLC 0.02% New 3,586 $291K
WFA of San Diego, LLC 0.21% Add +5.8% 3,581 $291K
Tru Independence Asset Management 2, LLC 0.18% No change 3,579 $291K
J. L. Bainbridge & Co., Inc. 0.02% Add +5.9% 3,576 $290K
Caldwell Sutter Capital, Inc. 0.12% No change 3,565 $289K
BOS Asset Management, LLC 0.08% Reduce -4.9% 3,562 $289K
Mairs & Power Inc. 0.00% No change 3,525 $286K
Ritholtz Wealth Management 0.01% Reduce -9.8% 3,522 $286K
Lyell Wealth Management, LP 0.02% No change 3,517 $285K
Dentgroup LLC 0.20% Reduce -10.1% 3,509 $285K
Integrity Wealth Solutions LLC 0.11% No change 3,506 $285K
Strategies Wealth Advisors, LLC 0.03% No change 3,486 $283K
Heritage Wealth Advisors 0.01% New 3,485 $283K
Atlanta Consulting Group Advisors, LLC 0.06% No change 3,484 $283K
North Star Investment Management Corp. 0.02% Add +29.8% 3,481 $283K
Whelan Financial 0.09% Reduce -1.1% 3,479 $282K
Alpine Bank Wealth Management 0.04% No change 3,461 $281K
Zuckerman Investment Group, LLC 0.03% No change 3,457 $281K
LongView Wealth Management 0.07% New 3,239 $280K
Smithfield Trust Co 0.01% Add +5.1% 3,443 $280K
Reyes Financial Architecture, Inc. 0.17% No change 3,448 $280K
James J. Burns & Company, LLC 0.04% Add +0.1% 3,435 $279K
Advantage Trust Co 0.13% Reduce -3.5% 3,427 $278K
Winthrop Capital Management, LLC 0.06% No change 3,422 $278K
Grant Street Asset Management, Inc. 0.06% Reduce -90.0% 3,421 $278K
Allegheny Financial Group 0.04% Reduce -10.6% 3,420 $278K
Alchemi Wealth, LLC 0.15% — 3,405 $276K
BDFS Capital LLC 0.14% — 3,380 $274K
Jeppson Wealth Management, LLC 0.09% No change 3,370 $274K
Dorsey & Whitney Trust CO LLC 0.01% No change 3,370 $274K
KFG Wealth Management, LLC 0.04% Reduce -0.9% 3,367 $273K
Alexander Labrunerie & Co., Inc. 0.10% Reduce -2.9% 3,351 $272K
Sard Wealth Management Group, LLC 0.15% No change 3,334 $271K
High Net Worth Advisory Group LLC 0.06% No change 3,329 $270K
North Capital, Inc. 0.23% Add +61.1% 3,324 $270K
MJP Associates Inc. 0.03% No change 3,307 $268K
Beaird Harris Wealth Management, LLC 0.02% No change 3,264 $265K
Compass Financial Group, INC 0.04% Add +1.4% 3,252 $264K
New Capital Management LP 0.07% No change 3,250 $264K
Hilltop Partners LLC 0.07% Reduce -0.3% 3,237 $263K
Peak Financial Management, Inc. 0.07% No change 3,236 $263K
Kings Path Partners LLC 0.09% No change 3,233 $262K
Colonial Trust Advisors 0.02% Add +13.9% 3,229 $262K
Asset Management Group, Inc. 0.04% No change 3,225 $262K
Ergawealth Advisors, Inc. 0.12% No change 3,212 $261K
Vance Wealth, LLC 0.08% Reduce -29.1% 3,191 $259K
Carrera Capital Advisors 0.04% No change 3,174 $258K
Unique Wealth Strategies, LLC 0.10% Reduce -0.8% 3,173 $258K
SMART Wealth LLC 0.08% New 3,172 $257K
Retirement Income Solutions, Inc. 0.04% No change 3,172 $257K
Ledyard National Bank 0.02% Reduce -1.9% 3,171 $257K
LS Investment Advisors, LLC 0.04% New 3,155 $256K
Arbor Investment Advisors, LLC 0.03% Reduce -10.2% 3,152 $256K
Traynor Capital Management, Inc. 0.01% New 3,149 $256K
Willis Johnson & Associates, Inc. 0.02% Add +2.1% 3,140 $255K
Oak Harvest Investment Services 0.03% New 3,134 $254K
Accelerate Investment Advisors LLC 0.17% Add +1.5% 3,129 $254K
Aegis Wealth Management, Inc. 0.20% — 3,123 $253K
First Eagle Investment Management, LLC 0.00% No change 3,121 $253K
Evernest Financial Advisors, LLC 0.05% Reduce -14.9% 2,639 $252K
Magnolia Private Wealth, LLC 0.18% New 3,095 $251K
Patron Partners, LLC 0.11% No change 3,084 $250K
B.O.S.S. Retirement Advisors, LLC 0.08% Reduce -34.6% 3,074 $250K
Kwmg, LLC 0.02% Add +1.6% 3,064 $249K
Acropolis Investment Management, LLC 0.01% New 3,045 $247K
WestHill Financial Advisors, Inc. 0.05% New 3,044 $247K
Weaver Consulting Group 0.06% Add +3.0% 3,043 $247K
Sulzberger Capital Advisors, Inc. 0.25% New 3,031 $246K
Cottage Street Advisors LLC 0.10% Reduce -14.5% 3,031 $246K
Pinnacle Family Advisors, LLC 0.11% No change 3,026 $246K
New England Professional Planning Group Inc. 0.10% New 3,025 $246K
Ellevest, Inc. 0.03% No change 3,018 $245K
Root Financial Partners, LLC 0.01% Add +44.4% 3,012 $244K
Cannell & Spears LLC 0.00% New 3,010 $244K
Rothschild Investment LLC 0.01% Add +3.4% 3,008 $244K
Yukon Wealth Management, Inc. 0.14% New 2,626 $244K
Burling Wealth Partners, LLC 0.04% No change 3,006 $244K
Arcus Capital Partners, LLC 0.09% No change 3,002 $244K
Asset Advisory Group, Inc. 0.12% — 3,000 $244K
Capital Advantage, Inc. 0.03% New 2,993 $243K
Financial Perspectives, Inc 0.07% Add +8.7% 2,991 $243K
Prospera Capital Management, LLC 0.12% No change 2,981 $242K
Alta Wealth Advisors LLC 0.08% New 2,975 $241K
Oxford Financial Group, LTD. LLC 0.01% New 2,973 $241K
LGT Financial Advisors LLC 1.47% Add +12.0% 2,965 $241K
Associated Banc-Corp 0.01% Add +7.7% 2,964 $241K
Trilogy Capital Inc. 0.01% Reduce -5.3% 2,952 $240K
Laffer Tengler Investments, Inc. 0.04% No change 2,951 $240K
Destiny Wealth Partners, LLC 0.03% New 2,511 $239K
Ruggiero Investments, Inc. 0.21% — 2,928 $238K
Clarkston Capital Partners, LLC 0.01% No change 2,925 $237K
Clark Capital Management Group, Inc. 0.00% New 2,925 $237K
Northwest Capital Management Inc 1.03% Reduce -68.0% 2,924 $237K
Fiscal Wisdom Wealth Management, LLC 0.22% New 2,918 $237K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.08% No change 2,915 $237K
Janus Henderson Group PLC 0.00% Reduce -61.5% 2,915 $237K
Attessa Capital LLC 0.13% Reduce -4.1% 2,905 $236K
Integrity Financial Corp 0.12% Add +3.8% 2,904 $236K
Hollencrest Capital Management 0.01% Add +2.3% 2,900 $235K
Integrity Advisory Solutions, LLC 0.03% New 2,881 $234K
Sargent Investment Group, LLC 0.03% New 2,874 $233K
Vickerman Investment Advisors, Inc. 0.05% New 2,873 $233K
Howard Wealth Management, LLC 0.10% Add +2.1% 2,872 $233K
Awm Capital, LLC 0.02% No change 2,868 $233K
First Interstate Bank 0.01% Reduce -5.3% 2,865 $233K
LifeGoal Investments, LLC 0.16% New 2,862 $232K
Ashford Capital Management Inc. 0.03% No change 2,850 $231K
Element Wealth, LLC 0.10% Reduce -0.4% 2,838 $230K
Legacy Capital Wealth Partners, LLC 0.05% Reduce -10.5% 2,837 $230K
Commonwealth Financial Services, LLC 0.04% No change 2,834 $230K
G&S Capital LLC 0.08% No change 2,830 $230K
Virtue Capital Management, LLC 0.04% New 2,812 $229K
Journey Strategic Wealth LLC 0.01% Reduce -5.5% 2,821 $229K
Lodestar Private Asset Management LLC 0.02% New 2,818 $229K
Foundation Wealth Management, LLC\PA 0.08% No change 2,812 $228K
Capital City Trust Co. 0.05% No change 2,806 $228K
Chicago Capital, LLC 0.01% No change 2,806 $228K
1900 Wealth Management LLC 0.01% Reduce -9.7% 2,803 $228K
Sylvest Advisors, LLC 0.12% No change 2,800 $227K
Shepherd Street Advisors LLC 0.22% — 2,792 $227K
Wealth Analytics Partners, LLC 0.09% — 2,783 $226K
Fragasso Financial Advisors Inc 0.01% No change 2,780 $226K
Proathlete Wealth Management LLC 0.06% Add +25.1% 2,773 $225K
Certior Financial Group, LLC 0.15% Reduce -0.0% 2,772 $225K
Gallagher Fiduciary Advisors, LLC 0.01% New 2,772 $225K
Nicolet Advisory Services, LLC 0.02% New 2,596 $225K
Elevation Wealth Management LLC 0.22% — 2,765 $224K
Members Trust Co 0.01% Reduce -0.7% 2,762 $224K
Venture Visionary Partners LLC 0.01% Reduce -3.3% 2,756 $224K
Charles Schwab Trust Co 0.01% No change 2,754 $224K
Global Trust Asset Management, LLC 0.09% Reduce -28.1% 2,750 $223K
Willis Investment Counsel 0.01% No change 2,750 $223K
Fort Washington Investment Advisors Inc. 0.00% No change 2,750 $223K
Market Street Wealth Management Advisors LLC 0.03% Reduce -13.3% 2,743 $223K
Miller Financial Services LLC 0.26% Reduce -1.4% 2,727 $221K
Aureus Asset Management, LLC 0.01% New 2,725 $221K
Jackson Wealth Management, LLC 0.02% Reduce -14.7% 2,723 $221K
Freedom Investment Management, Inc. 0.06% Reduce -10.4% 2,719 $221K
Altfest L J & Co. Inc. 0.02% New 2,709 $220K
Raleigh Capital Management Inc. 0.08% Add +7.5% 2,700 $219K
Sensible Money, LLC 0.07% New 2,667 $216K
Acumen Wealth Advisors, LLC 0.06% — 2,666 $216K
Fca Corp. 0.06% New 2,666 $216K
Oregon Pacific Wealth Management, LLC 0.22% New 2,645 $215K
MorganRosel Wealth Management, LLC 0.05% New 2,635 $214K
Everstar Asset Management, LLC 0.11% New 2,604 $211K
Laraway Financial Advisors Inc 0.14% New 2,600 $211K
Barclays PLC 0.00% Reduce -88.0% 2,598 $211K
Peninsula Asset Management Inc. 0.11% New 2,595 $211K
Baron Silver Stevens Financial Advisors, LLC 0.03% Reduce -42.7% 2,594 $211K
WJ Wealth Management, LLC 0.09% New 2,590 $210K
Flynn Zito Capital Management, LLC 0.08% New 2,589 $210K
Charter Oak Capital Management, LLC 0.02% New 2,583 $210K
Lee, Kelleher & Klein Wealth Management 0.12% New 2,571 $209K
Granite FO LLC 0.11% No change 2,565 $208K
OMNI 360 Wealth, Inc. 0.11% New 2,384 $208K
Argonautica Private Wealth Management, Inc. 0.06% New 2,552 $207K
Kooman & Associates 0.06% New 2,551 $207K
Gill Capital Partners, LLC 0.06% New 2,549 $207K
Richard Young Associates, Ltd. 0.16% — 2,538 $206K
First Pacific Financial 0.03% No change 2,531 $205K
First Citizens Bank & Trust Co. 0.00% New 2,528 $205K
Journey Beyond Wealth, LLC 0.16% New 2,525 $205K
Beacon Capital Management, LLC 0.03% New 2,519 $204K
SFI Advisors, LLC 0.13% Reduce -66.6% 2,518 $204K
Traveka Wealth, LLC 0.08% New 2,518 $204K
Destination Wealth Management 0.01% New 2,517 $204K
Fortis Capital Advisors, LLC 0.03% New 2,502 $203K
Deroy & Devereaux Private Investment Counsel Inc. 0.01% New 2,500 $203K
Kelsey Financial, LLC 0.17% — 2,500 $203K
Centennial Bank 0.08% No change 2,500 $203K
Kintra Wealth, LLC 0.03% New 2,499 $203K
Turtle Creek Wealth Advisors, LLC 0.02% New 2,493 $202K
ARS Wealth Advisors Group, LLC 0.02% New 2,482 $201K
Raffa Wealth Management, LLC 0.03% No change 2,476 $201K
First National Bank Sioux Falls 0.06% Reduce -43.8% 2,474 $201K
Spirepoint Private Client, LLC 0.02% New 2,464 $200K
Advocate Investing Services LLC 0.17% — 2,400 $195K
Arcadia Investment Management Corp. 0.03% Add +2.0% 2,328 $189K
Glass Jacobson Investment Advisors llc 0.07% Reduce -4.1% 2,304 $187K
Boreal Capital Management LLC 0.16% Reduce -29.2% 2,199 $178K
Cullen/Frost Bankers, Inc. 0.00% Add +49.3% 2,197 $178K
Caldwell Trust Co 0.02% Reduce -13.8% 2,179 $177K
Greenline Wealth Management LLC 0.18% — 2,162 $176K
Keating Financial Advisory Services, Inc. 0.02% — 2,145 $174K
Centaurus Financial, Inc. 0.01% Add +7.0% 2,131 $173K
Union Savings Bank 0.07% — 2,106 $171K
Wealth Enhancement Trust Services, Inc. 0.02% — 2,096 $170K
Legacy Bridge, LLC 0.07% No change 2,079 $169K
SJS Investment Consulting Inc. 0.02% Add +191.7% 2,077 $169K
GAMMA Investing LLC 0.01% Add +18.5% 2,021 $164K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 2,000 $162K
Walleye Trading LLC 0.00% New 1,954 $159K
Bruce G. Allen Investments, LLC 0.11% Reduce -7.0% 1,930 $157K
Burkett Financial Services, LLC 0.05% No change 1,920 $156K
Horizons Wealth Management 0.10% Reduce -7.7% 1,919 $156K
Decker Retirement Planning Inc. 0.08% Add +4.6% 1,907 $155K
First United Bank & Trust 0.05% Reduce -11.2% 1,902 $154K
Physician Wealth Advisors, Inc. 0.02% Add +29.1% 1,863 $151K
SHP Wealth Management 0.01% — 1,820 $148K
Capital Advisors, Ltd. LLC 0.02% No change 1,812 $147K
Oakworth Capital, Inc. 0.01% No change 1,782 $145K
Nalls Sherbakoff Group, LLC 0.10% No change 1,703 $138K
Inlight Wealth Management, LLC 0.05% No change 1,606 $130K
KERR FINANCIAL PLANNING Corp 0.17% No change 1,403 $128K
Quest 10 Wealth Builders, Inc. 0.11% No change 1,569 $127K
CVA Family Office, LLC 0.01% No change 1,565 $127K
CNB Bank 0.05% No change 1,525 $124K
Bravera Wealth 0.06% — 1,520 $123K
N.E.W. Advisory Services LLC 0.01% Add +14.0% 1,519 $123K
Rakuten Securities, Inc. 0.04% Add +46.9% 1,497 $122K
Roble, Belko & Company, Inc 0.02% No change 1,493 $121K
Breakwater Investment Management 0.04% No change 1,480 $120K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.1% 1,466 $119K
South Plains Financial, Inc. 0.07% Reduce -16.0% 1,373 $111K
Thompson Investment Management, Inc. 0.01% No change 1,362 $111K
Crews Bank & Trust 0.02% Reduce -0.2% 1,350 $110K
Matrix Trust Co 0.02% Reduce -80.8% 1,338 $109K
IAG Wealth Partners, LLC 0.01% Reduce -25.3% 1,330 $108K
Resources Management Corp. /CT/ 0.01% No change 1,319 $107K
NBT Bank, N.A. 0.01% No change 1,318 $107K
Planning Project LLC 0.03% — 1,282 $104K
Steigerwald, Gordon & Koch Inc. 0.01% Add +18.7% 1,267 $103K
Mascoma Wealth Management LLC 0.02% No change 1,250 $101K
CBIZ Investment Advisory Services, LLC 0.00% New 1,250 $101K
Coston, McIsaac & Partners 0.02% Reduce -51.6% 1,221 $99K
Kingdom Financial Group LLC. 0.03% New 1,200 $97K
Operose Advisors LLC 0.02% Add +37.8% 1,156 $94K
Alexis Investment Partners, LLC 0.03% No change 1,150 $93K
McIlrath & Eck, LLC 0.01% No change 1,150 $93K
Creative Financial Designs Inc. 0.01% Reduce -5.8% 1,127 $91K
Armstrong Advisory Group, Inc. 0.01% No change 1,105 $90K
Independence Bank of Kentucky 0.01% Reduce -19.2% 1,104 $90K
Foster Dykema Cabot & Partners, LLC 0.01% No change 1,099 $89K
Optima Capital LLC 0.04% New 1,098 $89K
Tompkins Financial Corp. 0.01% Add +4.5% 1,095 $89K
Signature Resources Capital Management, LLC 0.04% Add +3.2% 1,061 $86K
Orion Capital Management LLC 0.03% Reduce -12.5% 1,051 $85K
First Community Trust NA 0.06% No change 1,030 $84K
Crewe Advisors LLC 0.01% Add +34.1% 1,015 $82K
Centerpoint Advisors, LLC 0.03% No change 1,014 $82K
Caitlin John, LLC 0.05% Reduce -11.9% 1,009 $82K
Barrett & Company, Inc. 0.03% Add +0.8% 1,008 $82K
Financial Management Professionals, Inc. 0.01% No change 1,000 $81K
Montag A & Associates Inc. 0.00% No change 1,000 $81K
Estate Planners Group, LLC 0.03% — 989 $80K
Basepoint Wealth LLC 0.05% New 980 $80K
Rialto Wealth Management, LLC 0.02% Reduce -3.5% 966 $78K
Washington Trust Advisors, Inc. 0.01% No change 961 $78K
NFSG Corp 0.01% No change 940 $76K
Sittner & Nelson, LLC 0.03% New 816 $76K
Bellevue Asset Management, LLC 0.02% No change 931 $76K
Blume Capital Management, Inc. 0.01% Reduce -9.8% 920 $75K
Quattro Advisors LLC 0.06% — 906 $74K
Missouri Trust & Investment Co 0.02% Reduce -10.0% 900 $73K
Center for Financial Planning, Inc. 0.01% Add +3.3% 878 $71K
Financial Freedom, LLC 0.04% No change 875 $71K
Avion Wealth 0.01% No change 871 $70K
Prosperity Bancshares Inc 0.06% — 858 $70K
Medallion Wealth Advisors, LLC 0.02% Add +136.3% 853 $69K
Valued Wealth Advisors LLC 0.03% Reduce -0.6% 835 $68K
Wealth Preservation Advisors, LLC 0.03% No change 828 $67K
Private Wealth Management Group, LLC 0.02% No change 825 $67K
eCIO, Inc. 0.03% New 801 $65K
Glen Eagle Advisors, LLC 0.01% Add +3.8% 795 $65K
Manning & Napier Advisors LLC 0.00% New 791 $64K
Pingora Partners LLC 0.04% No change 784 $64K
Princeton Global Asset Management LLC 0.01% No change 766 $62K
HM Payson & Co. 0.00% No change 761 $62K
Stephens Consulting, LLC 0.02% No change 760 $62K
Truvestments Capital LLC 0.01% Add +3.1% 759 $62K
DecisionPoint Financial, LLC 0.01% New 753 $61K
Addison Advisors LLC 0.01% New 737 $60K
Pacifica Partners Inc. 0.03% No change 729 $59K
Wilkerson Advisory Group LLC 0.02% — 725 $59K
Duncker Streett & Co. Inc. 0.01% No change 725 $59K
First Financial Corp. 0.02% No change 715 $58K
Founders Capital Management 0.03% No change 710 $58K
1620 Investment Advisors, Inc. 0.04% No change 708 $57K
Ritter Daniher Financial Advisory LLC / DE 0.01% New 707 $57K
Chesapeake Asset Management LLC 0.05% No change 701 $57K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -93.9% 700 $57K
Zions Bancorporation, National Association 0.00% No change 695 $56K
Archer Investment Corp 0.01% Reduce -87.4% 673 $55K
LM Advisors LLC 0.21% Reduce -92.0% 4,339 $53K
Costello Asset Management, INC 0.02% Add +223.0% 646 $52K
Ameriflex Group, Inc. 0.03% Add +106.6% 624 $51K
SOA Wealth Advisors, LLC. 0.01% Add +1306.1% 6,496 $50K
Dogwood Wealth Management LLC 0.02% No change 599 $49K
Cresta Advisors, Ltd. 0.02% New 564 $46K
Marshall & Sterling Wealth Advisors Inc. 0.03% No change 560 $45K
Vestor Capital, LLC 0.00% Add +801.3% 5,624 $44K
Godsey & Gibb, Inc. 0.00% No change 530 $43K
Kohmann Bosshard Financial Services, LLC 0.00% New 523 $42K
MH & Associates Securities Management Corp. 0.03% — 515 $42K
MidFirst Bank 0.00% — 515 $42K
Accordant Advisory Group Inc 0.03% Reduce -50.0% 500 $41K
Wilmington Savings Fund Society, FSB 0.00% No change 500 $41K
Triumph Capital Management 0.01% New 480 $39K
Dunhill Financial, LLC 0.01% Reduce -1.1% 467 $38K
BankPlus Trust Department 0.01% No change 456 $37K
Smallwood Wealth Investment Management, LLC 0.02% No change 454 $37K
Salomon & Ludwin, LLC 0.00% No change 438 $37K
Key Financial Inc 0.01% Reduce -35.0% 451 $37K
Hamrick Investment Counsel, llc 0.03% — 450 $37K
Fourth Dimension Wealth, LLC 0.01% Add +4.7% 449 $36K
Dynamic Wealth Strategies, LLC 0.02% No change 446 $36K
Mountain Hill Investment Partners Corp. 0.02% No change 400 $32K
MTM Investment Management, LLC 0.01% No change 400 $32K
SRH Advisors, LLC 0.01% No change 400 $32K
Key Capital Management, INC 0.03% — 393 $32K
Trust Co. of Toledo NA 0.00% No change 384 $31K
Dakota Community Bank & Trust NA 0.10% New 375 $30K
Old Second National Bank of Aurora 0.01% No change 375 $30K
Murphy & Mullick Capital Management Corp 0.02% No change 368 $30K
Compass Financial Services Inc 0.01% No change 359 $29K
Motiv8 Investments LLC 0.02% New 362 $29K
Gables Capital Management Inc. 0.01% Add +173.1% 355 $29K
Front Row Advisors LLC 0.01% No change 350 $28K
Team Financial Group, LLC 0.01% Reduce -30.7% 343 $28K
Signature Equity Partners, LLC 0.01% — 335 $27K
Monetary Solutions, Ltd 0.03% — 326 $26K
Trust Co 0.00% No change 326 $26K
Rossby Financial, LCC 0.01% Add +75.7% 325 $26K
Innovative Advisory Group, LLC 0.02% No change 314 $25K
Tradewinds Capital Management, LLC 0.01% Add +3.0% 313 $25K
Godfrey Financial Associates, Inc. 0.02% — 312 $25K
Chelsea Counsel Co. 0.01% No change 309 $25K
Evolution Wealth Management Inc. 0.02% No change 308 $25K
Intesa Sanpaolo Wealth Management 0.01% — 300 $24K
Meramec Financial Planners, LLC 0.01% — 256 $24K
Sunrise Financial Services, LLC 0.02% — 291 $24K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% New 290 $24K
Litman Gregory Wealth Management LLC 0.00% New 287 $23K
Ankerstar Wealth, LLC 0.02% — 284 $23K
Measured Wealth Private Client Group, LLC 0.01% Reduce -33.0% 282 $23K
Woodside Wealth Management LLC 0.02% No change 276 $22K
Kelleher Financial Advisors 0.01% No change 275 $22K
Fiduciary Advisors, Inc. 0.02% New 256 $21K
GoalVest Advisory LLC 0.00% No change 250 $20K
Bangor Savings Bank 0.00% No change 247 $20K
Valley National Advisers Inc. 0.00% Reduce -7.9% 256 $20K
Main Management LLC 0.00% No change 250 $20K
Millstone Evans Group, LLC 0.01% No change 243 $20K
Moisand Fitzgerald Tamayo, LLC 0.00% New 219 $18K
Aventura Private Wealth, LLC 0.01% No change 219 $18K
POM Investment Strategies, LLC 0.01% New 213 $17K
Westside Investment Management, Inc. 0.00% Reduce -99.0% 200 $16K
Atwood & Palmer Inc. 0.00% No change 200 $16K
Delta Asset Management LLC 0.00% Reduce -2.6% 190 $15K
Concord Wealth Partners 0.00% No change 186 $15K
VSM Wealth Advisory, LLC 0.00% No change 178 $14K
Hoey Investments, Inc. 0.00% No change 175 $14K
Hurley Capital, LLC 0.01% New 169 $14K
Osbon Capital Management LLC 0.01% — 157 $13K
Tucker Asset Management LLC 0.00% New 155 $13K
United Financial Planning Group LLC 0.01% Reduce -29.6% 152 $12K
Garton & Associates Financial Advisors LLC 0.01% — 150 $12K
Louisbourg Investments Inc. 0.00% Reduce -6.7% 140 $11K
Essential Partners LLC 0.00% New 137 $11K
Security National Bank 0.00% New 136 $11K
Sawyer & Company, Inc 0.00% New 135 $11K
TD Capital Management LLC 0.00% No change 130 $11K
Miller Capital Partners, Inc. 0.01% — 125 $10K
Laurel Wealth Advisors LLC 0.00% New 125 $10K
Bare Financial Services, Inc 0.00% No change 124 $10K
Inspire Investing, LLC 0.00% New 121 $10K
Toth Financial Advisory Corp. 0.00% New 108 $9K
Lloyd Advisory Services, LLC. 0.00% New 108 $9K
Ransom Advisory, Ltd 0.00% New 99 $8K
Kozak & Associates, Inc. 0.00% New 91 $8K
Fairman Group, LLC 0.01% New 94 $8K
Go Invest LLC 0.00% — 91 $7K
YANKCOM Partnership 0.00% New 84 $7K
Valley Wealth Managers, Inc. 0.00% New 82 $7K
Wolff Wiese Magana LLC 0.00% No change 75 $6K
Ares Financial Consulting, LLC 0.01% — 71 $6K
Frazier Financial Advisors, LLC 0.00% No change 70 $6K
Bear Mountain Capital, Inc. 0.00% No change 63 $5K
Chilton Capital Management LLC 0.00% No change 67 $5K
McGuire Capital Advisors Inc. 0.00% — 66 $5K
Park Place Capital Corp 0.00% Reduce -90.0% 63 $5K
Strive Financial Group ,LLC 0.00% — 57 $5K
Olistico Wealth, LLC 0.00% New 57 $5K
Abound Wealth Management 0.00% Add +338.5% 57 $5K
Bullock Wealth Management Group 0.00% — 55 $4K
JDM Financial Group LLC 0.00% No change 55 $4K
Ascentis Wealth Management, LLC 0.00% No change 53 $4K
Networth Advisors, LLC 0.00% — 51 $4K
CFG Wealth Management Services, Inc. 0.00% — 50 $4K
Fairway Wealth LLC 0.00% New 48 $4K
Hilton Head Capital Partners, LLC 0.00% — 43 $3K
Robinswood Financial LLC 0.00% No change 42 $3K
ESL Trust Services, LLC 0.00% New 41 $3K
Creative Capital Management Investments LLC 0.00% No change 40 $3K
Hager Investment Management Services, LLC 0.00% No change 38 $3K
Chapman Financial Group, LLC 0.00% No change 34 $3K
Wiser Advisor Group LLC 0.00% No change 27 $2K
Exchange Traded Concepts, LLC 0.00% Reduce -57.1% 27 $2K
Clark Wealth Partners 0.00% No change 23 $2K
Gilpin Wealth Management, LLC 0.00% — 22 $2K
Legacy Wealth Managment, LLC 0.00% No change 20 $2K
Alerus Financial NA 0.00% Add +8.3% 13 $1K
Solstein Capital, LLC 0.00% No change 13 $1K
Merrithew & Thorsten Inc 0.00% — 20 $1K
CKW Financial Group 0.00% No change 9 $1K
Roxbury Financial LLC 0.00% No change 10 $812
Anchor Investment Management, LLC 0.00% No change 10 $812
GPS Wealth Strategies Group, LLC 0.00% Reduce -99.6% 6 $487
Quaker Wealth Management, LLC 0.00% New 5 $406
Imprint Wealth LLC 0.00% Reduce -50.0% 3 $244
St Germain D J Co. Inc. 0.00% No change 1 $81

"% of holder's portfolio" is IAU's weight in each manager's 13F, not the share of iShares Gold Trust the manager owns.