Invesco QQQ Trust Series 1QQQETF

13F holders, Q1 2024 (March 31)
2,898holders
10famous investors
$435.47avg. 13F price*

At the end of Q1 2024, 2,898 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings. The largest holders were Morgan Stanley ($10.7B), Bank of America Corp. ($6.3B) and LPL Financial LLC ($3.8B). 10 famous investors held it, including Ken Fisher (0.4% of Fisher Asset Management's portfolio), George Soros (0.3% of Soros Fund Management's portfolio) and Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio).

Company
Invesco QQQ Trust Series 1
CUSIP
46090E103
Latest filing quarter
Q2 2026

History

Number of 13F holders

01,0002,0003,0004,0005,000 Q1 2024: 2,898Q1 2024Q2 2024: 2,958Q2 2024Q3 2024: 3,044Q3 2024Q4 2024: 3,404Q4 2024Q1 2025: 3,345Q1 2025Q2 2025: 3,478Q2 2025Q3 2025: 3,557Q3 2025Q4 2025: 3,860Q4 2025Q1 2026: 3,845Q1 2026Q2 2026: 4,011Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions182$1.7B
Exits126$2.3B

Ownership 2,898 holders

Morgan Stanley 0.86% Add +15.0% 24,185,525 $10.7B
Bank of America Corp. 0.63% Add +67.5% 14,274,273 $6.3B
LPL Financial LLC 2.03% Add +4.1% 8,487,601 $3.8B
Wells Fargo & Company 0.99% Add +28.8% 8,407,614 $3.7B
Goldman Sachs Group Inc. 0.65% Add +5.4% 6,967,724 $3.1B
Jane Street Group, LLC 3.60% Add +43.5% 6,261,806 $2.8B
UBS Group AG 0.77% Add +11.3% 5,284,911 $2.3B
Susquehanna International Group, LLP 3.55% Add +0.1% 5,280,543 $2.3B
JPMorgan Chase & Co. 0.20% Add +16.9% 4,986,274 $2.2B
Ameriprise Financial Inc. 0.57% Reduce -2.9% 4,628,143 $2.1B
PNC Financial Services Group, Inc. 1.40% Reduce -0.3% 4,548,869 $2.0B
Envestnet Asset Management Inc. 0.75% Reduce -0.3% 4,507,973 $2.0B
Royal Bank of Canada 0.48% Add +8.9% 4,412,859 $2.0B
Toronto Dominion Bank 3.04% Reduce -6.1% 4,362,744 $1.9B
HRT Financial LP 9.79% Add +90.3% 3,583,026 $1.6B
Northwestern Mutual Wealth Management Co. 1.44% Add +1.9% 3,165,424 $1.4B
Healthcare of Ontario Pension Plan Trust Fund 4.42% Add +5.0% 2,826,000 $1.3B
Commonwealth Equity Services, LLC 1.83% Add +0.2% 2,480,139 $1.1B
Fisher Asset Management 0.43% Reduce -16.9% 2,085,766 $926.1M
Osaic Holdings, Inc. 2.04% Reduce -3.4% 2,051,098 $910.9M
Raymond James Financial Services Advisors, Inc. 1.34% Reduce -2.2% 2,034,901 $903.5M
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 66.32% No change 2,008,500 $891.8M
Wolverine Trading, LLC 8.71% Add +430.9% 1,929,879 $856.9M
CHURCHILL MANAGEMENT Corp 10.23% Add +30.7% 1,846,386 $819.8M
Barclays PLC 0.36% Reduce -16.9% 1,780,480 $790.6M
Canada Pension Plan Investment Board 0.83% No change 1,780,000 $790.3M
National Mutual Insurance Federation of Agricultural Cooperatives 8.25% No change 1,759,000 $781.0M
Cetera Investment Advisers 1.68% Add +160.7% 1,604,527 $712.4M
CTC LLC 11.21% Reduce -46.8% 1,529,518 $679.1M
Cambridge Investment Research Advisors, Inc. 2.56% Add +2.6% 1,496,636 $664.5M
Raymond James & Associates 0.43% Add +3.4% 1,433,865 $636.7M
SG Americas Securities, LLC 3.13% Add +1979.8% 1,352,481 $600.5M
Bank of Montreal 0.18% Reduce -66.0% 1,281,506 $572.6M
US Bancorp \de 0.78% Add +2.8% 1,253,251 $556.5M
Citigroup Inc. 0.59% Reduce -1.4% 1,221,875 $542.5M
TD Asset Management Inc 0.48% Add +12.0% 1,162,254 $516.1M
Truist Financial Corp. 0.76% Reduce -2.3% 1,135,810 $504.3M
Kensington Asset Management, LLC 22.95% Add +3.4% 1,033,915 $459.1M
Analyst IMS Investment Management Services Ltd. 18.80% Add +4.3% 972,172 $431.7M
Barings LLC 10.36% Reduce -2.1% 920,045 $408.5M
BNP Paribas Financial Markets 0.49% Reduce -38.4% 884,172 $392.6M
MML Investors Services, LLC 1.58% Reduce -1.5% 864,924 $384.0M
Rockefeller Capital Management L.P. 1.12% Add +1.4% 863,908 $383.6M
Alkeon Capital Management LLC 2.08% No change 849,777 $377.3M
Artemis Wealth Advisors, LLC 61.70% Reduce -5.4% 823,082 $365.5M
Two Sigma Investments, LP 0.91% Reduce -39.9% 811,793 $360.4M
Stifel Financial Corp. 0.41% Add +5.1% 805,965 $357.9M
Natixis 1.98% Add +786.4% 800,215 $355.3M
Optiver Holding B.V. 14.66% New 795,805 $353.3M
FMR LLC 0.02% Add +3.1% 716,880 $318.3M
Mariner, LLC 0.66% Add +3.2% 714,716 $317.3M
Janney Montgomery Scott LLC 0.94% Reduce -6.0% 711,792 $316.0M
Jump Financial, LLC 8.42% Add +133.8% 696,032 $309.0M
Mirae Asset Global Investments Co., Ltd. 0.67% Add +78.9% 697,322 $308.9M
Harvard Management Co. Inc. 19.34% New 686,000 $304.6M
Susquehanna Foundation 98.64% No change 673,923 $299.2M
Fiera Capital Corp 0.87% Add +2.2% 671,464 $298.1M
Sumitomo Mitsui Trust Group, Inc. 0.20% Add +8.5% 660,856 $293.4M
Meitav Investment House Ltd. 5.64% Reduce -11.1% 648,372 $287.9M
Mizuho Securities USA LLC 6.90% New 635,957 $282.5M
Horizon Investments, LLC 7.35% Add +13.3% 630,736 $280.1M
Cerity Partners LLC 0.70% Reduce -29.5% 593,988 $263.4M
Cwm, LLC 1.27% Add +1.9% 590,049 $262.0M
Rokos Capital Management LLP 6.81% Reduce -68.0% 587,600 $260.9M
Creative Planning 0.28% Reduce -0.8% 571,035 $253.6M
Kestra Advisory Services, LLC 1.64% Add +11.8% 550,598 $244.5M
Rafferty Asset Management, LLC 0.91% Add +15.0% 547,541 $243.1M
Equitable Holdings, Inc. 2.72% Reduce -9.6% 544,396 $241.7M
Private Advisor Group, LLC 1.70% Reduce -0.5% 531,319 $235.9M
HSBC Holdings PLC 0.16% Add +6.9% 493,927 $219.4M
Prime Capital Investment Advisors, LLC 3.04% Add +3.9% 489,646 $217.4M
Citadel Advisors 0.21% Add +74.2% 482,532 $214.2M
Main Management ETF Advisors, LLC 10.84% Add +3.5% 462,000 $205.1M
J.Safra Asset Management Corp 22.53% Add +40.0% 448,436 $199.1M
Ieq Capital, LLC 2.79% Reduce -1.2% 437,606 $194.3M
Bell Bank 16.23% Add +2.7% 425,008 $188.7M
Ritholtz Wealth Management 6.18% Add +3.2% 403,731 $179.3M
Wealth Enhancement Advisory Services, LLC 0.45% Add +5.5% 395,556 $175.6M
Bouchey Financial Group, Ltd. 17.00% Add +1.1% 389,043 $172.8M
Composition Wealth, LLC 4.32% Add +2.6% 386,635 $171.7M
Nissay Asset Management Corp. /Japan 1.18% No change 382,335 $169.8M
Comerica Bank 0.72% Reduce -5.2% 376,668 $167.2M
PBCay One RSC Ltd 28.46% Add +6.2% 375,000 $166.5M
Schonfeld Strategic Advisors LLC 1.26% Add +1584.3% 360,217 $159.9M
Atria Wealth Solutions, Inc. 1.78% Add +4.4% 354,037 $157.3M
Avantax Advisory Services, Inc. 1.40% Add +3.8% 354,193 $157.3M
Peapack Gladstone Financial Corp. 2.41% Reduce -0.6% 346,557 $153.9M
Bank of New York Mellon Corp 0.03% Add +4.5% 346,250 $153.7M
Bank Julius Baer & Co. Ltd, Zurich 0.58% Reduce -2.0% 343,095 $152.3M
Brookstone Capital Management 2.70% Add +2.1% 339,717 $150.8M
Squarepoint Ops LLC 0.63% Reduce -62.4% 337,928 $150.0M
Cohen Klingenstein LLC 5.46% Reduce -0.3% 330,150 $146.6M
Two Sigma Advisers, LP 0.34% Reduce -25.6% 330,080 $146.6M
Invictus Private Wealth, LLC 12.78% Add +0.3% 324,158 $143.9M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 11.86% Reduce -4.5% 306,852 $136.5M
Jefferies Financial Group Inc. 2.99% Reduce -40.6% 306,316 $136.0M
Consolidated Investment Group LLC 21.59% No change 300,565 $133.5M
Steel Grove Capital Advisors, LLC 17.08% Add +934.0% 3,434,759 $128.5M
Cibc World Market Inc. 0.32% Reduce -55.1% 285,055 $126.6M
Baird Financial Group, Inc. 0.26% Add +3.0% 281,601 $125.0M
MAI Capital Management 1.29% Add +23.0% 279,393 $124.1M
Credit Suisse AG/ 0.12% Reduce -70.7% 275,822 $122.5M
Bailard, Inc. 3.36% Reduce -2.0% 273,882 $121.6M
Harbour Investments, Inc. 4.27% Add +8.4% 271,689 $120.6M
Northern Trust Corp. 0.02% Reduce -2.5% 270,883 $120.3M
Corient Private Wealth LP 0.21% Reduce -7.1% 265,104 $117.7M
Saudi Central Bank 12.28% No change 263,622 $117.2M
Steward Partners Investment Advisory, LLC 1.28% Add +5.7% 262,165 $116.4M
PPSC Investment Service Corp 17.66% Add +9.2% 260,400 $115.6M
Stephens Inc. 1.69% Add +3.5% 245,878 $109.2M
IMC-Chicago, LLC 3.74% New 241,877 $107.4M
Captrust Financial Advisors 0.38% Reduce -5.0% 229,898 $102.1M
CSM Advisors, LLC 6.63% Reduce -3.4% 226,447 $100.5M
Trilogy Capital Inc. 5.66% Add +9.3% 221,579 $98.4M
Sanders Morris Harris LLC 17.74% Add +2309.3% 217,609 $96.6M
Hollencrest Capital Management 4.37% Add +18.6% 214,946 $95.4M
Focus Partners Wealth 0.77% Add +808.1% 214,865 $95.4M
Blair William & Co. 0.30% Add +3.1% 212,297 $94.3M
Steele Capital Management, Inc. 5.37% Add +1.3% 210,330 $93.5M
NewEdge Advisors, LLC 0.81% Reduce -21.4% 208,948 $92.8M
Parker Investment Management, LLC 15.91% Reduce -2.4% 207,159 $92.0M
FIL Ltd 0.09% Reduce -64.9% 206,281 $91.6M
iA Global Asset Management Inc. 1.87% Add +7.1% 205,520 $91.3M
National Bank of Canada 0.16% Reduce -41.7% 203,975 $90.2M
NSI Retail Advisors, LLC 13.37% Reduce -2.3% 200,675 $89.1M
AdvisorShares Investments LLC 16.40% Reduce -5.8% 200,254 $88.9M
Apexium Financial, LP 6.72% Reduce -1.5% 199,567 $88.6M
One River Asset Management, LLC 27.67% Reduce -43.4% 198,332 $88.1M
Stratos Wealth Partners, LTD. 1.42% Add +6.7% 191,310 $84.9M
Daiwa Securities Group Inc. 0.48% Add +21.3% 189,712 $84.2M
Capula Management Ltd 2.79% Add +182.1% 185,471 $82.4M
Taiyo Life Insurance Co. 6.57% Reduce -57.5% 184,000 $81.7M
Georgetown University 26.00% Add +0.3% 183,114 $81.3M
Rollins Financial Advisors, LLC 15.03% Reduce -4.2% 179,680 $79.8M
Capstone Investment Advisors, LLC 2.76% Add +193.5% 179,638 $79.8M
IHT Wealth Management, LLC 3.19% Reduce -2.0% 179,128 $79.5M
Baltimore-Washington Financial Advisors, Inc. 5.04% Add +0.5% 178,915 $79.4M
Fullerton Fund Management Co Ltd. 3.71% Reduce -21.6% 176,374 $78.3M
Lido Advisors, LLC 0.70% Add +17.2% 175,115 $77.8M
GTS Securities LLC 2.10% Reduce -64.5% 175,249 $77.8M
Sun Life Financial Inc. 4.87% Reduce -1.9% 174,310 $77.4M
One Capital Management, LLC 2.78% Add +21.3% 172,661 $76.7M
Stadion Money Management, LLC 4.97% Reduce -6.7% 172,579 $76.6M
Garda Capital Partners LP 35.61% Add +225.1% 171,443 $76.1M
Ameritas Advisory Services, LLC 3.10% Add +39.4% 174,084 $75.2M
Walleye Trading LLC 1.23% Add +7.9% 169,215 $75.1M
Sigma Planning Corp 2.35% Add +98.9% 168,052 $74.6M
Dynamic Advisor Solutions LLC 2.52% Reduce -0.5% 168,049 $74.6M
USA Financial Formulas 12.06% Add +4.1% 167,476 $74.4M
Pinnacle Associates Ltd. 1.16% Add +0.3% 166,459 $73.9M
Perigon Wealth Management, LLC 2.24% Reduce -5.8% 166,316 $73.8M
Beacon Pointe Advisors, LLC 0.82% Reduce -2.5% 165,930 $73.7M
Centaurus Financial, Inc. 5.14% Add +2.4% 165,387 $73.4M
Cresset Asset Management, LLC 0.35% Reduce -3.1% 162,871 $72.4M
Nicholas Hoffman & Company, LLC. 3.67% Add +0.1% 162,690 $72.2M
Northeast Financial Consultants Inc 3.54% Add +25.8% 162,247 $72.0M
Pittenger & Anderson Inc. 2.90% Reduce -0.8% 160,629 $71.3M
Federation des caisses Desjardins du Quebec 0.51% Add +7.3% 160,488 $71.3M
Foundations Investment Advisors, LLC 1.83% Add +11.8% 157,231 $69.8M
Frank, Rimerman Advisors LLC 13.37% Reduce -2.4% 156,422 $69.5M
Campbell Wealth Management 6.77% Reduce -11.6% 153,458 $68.1M
Focus Financial Network, Inc. 3.27% — 158,479 $67.1M
Prospera Financial Services Inc 1.96% Add +4.3% 147,931 $65.7M
Banco Bilbao Vizcaya Argentaria, S.A. 0.75% Reduce -44.6% 147,888 $65.7M
D.A. Davidson & Co. 0.59% Add +6.0% 147,639 $65.6M
Allworth Financial LP 0.46% Reduce -0.4% 146,956 $65.3M
Advisory Services Network, LLC 1.45% Add +1.1% 146,929 $65.2M
Western Wealth Management, LLC 5.02% Reduce -1.4% 145,382 $64.6M
Allianz Asset Management GmbH 0.11% Reduce -12.0% 145,370 $64.5M
Oppenheimer & Co. Inc. 1.06% Add +2.4% 143,722 $63.8M
Rockport Wealth LLC 41.95% — 141,414 $62.8M
Yarbrough Capital, LLC 2.70% No change 139,887 $62.1M
Wescott Financial Advisory Group, LLC 7.72% Reduce -5.6% 139,807 $62.1M
Silicon Valley Capital Partners 9.08% Reduce -10.2% 137,029 $60.8M
Clearstead Trust, LLC 15.85% Reduce -0.6% 136,474 $60.6M
BW Gestao de Investimentos Ltda. 5.43% New 136,000 $60.4M
Sowell Financial Services LLC 2.82% Reduce -2.1% 134,572 $59.8M
Wealthfront Advisers LLC 0.21% Add +36.9% 134,453 $59.7M
Integrated Wealth Concepts LLC 0.86% Reduce -1.4% 134,314 $59.7M
Edmond DE Rothschild Holding S.A. 1.00% Reduce -7.6% 132,719 $58.9M
M&T Bank Corp 0.20% Reduce -1.3% 132,424 $58.8M
American Financial Advisors, LLC 8.27% Reduce -2.4% 132,227 $58.7M
Berkshire Money Management, Inc. 6.98% Add +36.7% 130,228 $57.8M
Csenge Advisory Group 3.21% Add +2.6% 129,073 $57.3M
OVERSEA-CHINESE BANKING Corp Ltd 1.83% Reduce -3.3% 128,020 $56.8M
Main Management LLC 4.84% Add +0.7% 127,738 $56.7M
Baker Avenue Asset Management, LP 2.19% Add +2.3% 127,683 $56.7M
CoreCap Advisors, LLC 2.96% Add +1.4% 125,782 $55.8M
Lincoln National Corp. 0.87% Add +9.1% 125,056 $55.5M
Wealthspire Advisors, LLC 0.74% Reduce -5.2% 124,690 $55.4M
Intergy Private Wealth, LLC 22.67% Reduce -1.1% 124,093 $55.1M
Apollon Wealth Management, LLC 1.73% Reduce -5.3% 123,935 $55.0M
Wallace Hart LLC 45.67% — 123,162 $54.7M
Mackenzie Financial Corp. 0.08% Add +0.1% 122,994 $54.6M
Beacon Capital Management, Inc. 2.27% Add +198.2% 121,754 $54.2M
Qube Research & Technologies Ltd 0.10% Reduce -29.8% 121,870 $54.1M
Belvedere Trading LLC 3.86% Add +464.2% 121,626 $54.0M
CIBC Private Wealth Group LLC 0.11% Add +8.7% 121,317 $54.0M
Cornerstone Planning Group LLC 16.67% Add +4.2% 123,069 $53.6M
Prudential Financial Inc. 0.08% Add +11.7% 120,212 $53.4M
Focused Wealth Management, Inc 8.23% Add +4.0% 118,743 $52.7M
RiverFront Investment Group, LLC 1.48% Add +14.3% 118,604 $52.7M
Bokf, NA 0.95% Add +1.3% 117,679 $52.4M
M Holdings Securities, Inc. 8.77% Add +2.7% 117,502 $52.2M
King Wealth Management Group 9.14% Add +1.0% 117,354 $52.1M
Kennicott Capital Management LLC 22.95% Add +11.1% 116,869 $51.9M
Independent Financial Group, LLC 2.38% Add +0.1% 116,723 $51.8M
Global Retirement Partners, LLC 1.92% Add +10.6% 116,017 $51.5M
Bank of Nova Scotia 0.10% Reduce -86.9% 115,925 $51.5M
Level Four Advisory Services, LLC 2.81% Add +0.4% 124,914 $51.2M
Diversify Advisory Services, LLC 2.94% — 112,326 $50.0M
Industrial Alliance Investment Management Inc. 35.76% Add +12.9% 111,872 $49.7M
Horizon Wealth Management, LLC 12.95% Add +0.1% 111,788 $49.6M
Larson Financial Group LLC 3.82% Add +18.6% 111,252 $49.4M
Pine Ridge Advisers LLC 5.74% Add +4.2% 110,554 $49.1M
J.W. Cole Advisors, Inc. 2.47% Add +7.2% 110,144 $48.9M
Embree Financial Group 9.53% Add +0.3% 109,408 $48.6M
Tower Research Capital LLC (TRC) 1.16% Reduce -22.7% 108,387 $48.1M
CJM Wealth Advisers, Ltd. 18.23% Add +48.7% 108,320 $48.1M
Edgestream Partners, L.P. 2.37% Add +59.9% 106,952 $47.5M
Winthrop Advisory Group LLC 6.87% Add +5.1% 106,758 $47.5M
Alliancebernstein L.P. 0.02% Add +108.5% 106,693 $47.4M
RFG Advisory, LLC 1.61% Reduce -2.8% 106,609 $47.3M
Evensky & Katz LLC 3.34% Reduce -3.9% 106,567 $47.3M
Point72 Europe (London) LLP 4.38% New 105,913 $47.0M
Simplicity Wealth,LLC 1.12% Add +7298.6% 107,353 $47.0M
Certuity, LLC 4.16% Add +13.3% 105,611 $46.9M
Hudson Bay Capital Management LP 0.46% Add +205.6% 104,405 $46.4M
Thrivent Financial for Lutherans 0.09% Reduce -59.1% 103,458 $45.9M
Fifth Third Securities, Inc. 4.46% Add +0.7% 103,293 $45.9M
IFG Advisors, LLC 11.87% Add +4.6% 103,289 $45.9M
Pacific Center for Financial Services 13.01% Add +1.2% 102,725 $45.6M
McElhenny Sheffield Capital Management, LLC 16.01% Reduce -8.4% 101,287 $45.0M
B & T Capital Management DBA Alpha Capital Management 8.76% Reduce -7.1% 101,147 $44.9M
Life Line Wealth Management LLC 16.92% Add +4259.1% 100,607 $44.7M
Kentucky Farm Bureau Mutual Insurance Co 10.49% No change 100,000 $44.4M
Wedbush Securities Inc. 1.66% Add +5.0% 99,892 $44.4M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 11.52% Reduce -4.8% 99,365 $44.2M
Fusion Family Wealth, LLC 4.58% Reduce -26.8% 99,451 $44.2M
Concurrent Investment Advisors, LLC 1.78% Add +3.0% 98,549 $43.8M
Mutual Advisors, LLC 1.40% Add +9.3% 98,214 $43.6M
Aptus Capital Advisors, LLC 0.93% Add +540.4% 97,873 $43.5M
B. Riley Wealth Advisors, Inc. 1.17% Add +3.7% 120,812 $43.3M
Wealthcare Advisory Partners LLC 1.41% Add +26.4% 96,726 $42.9M
Arrow Financial Corp 4.22% Add +1.3% 95,640 $42.5M
AE Wealth Management LLC 0.48% Reduce -87.5% 95,263 $42.3M
Sequoia Financial Advisors, LLC 0.52% Add +9.2% 94,890 $42.1M
Ascent Wealth Partners, LLC 6.25% Add +8.0% 94,790 $42.1M
Belpointe Asset Management LLC 3.14% Reduce -13.6% 94,325 $41.9M
Portfolio Strategies, Inc. 2.84% Reduce -0.8% 94,155 $41.8M
Kingsview Wealth Management, LLC 1.04% Reduce -5.6% 93,007 $41.3M
Clear Creek Financial Management, LLC 5.22% Reduce -3.1% 91,947 $40.8M
Weiss Asset Management LP 2.39% Add +13.2% 90,990 $40.4M
Smith Chas P & Associates Pa Cpas 2.44% Add +2.3% 90,837 $40.3M
Bleakley Financial Group, LLC 1.15% Add +1.5% 89,722 $39.8M
Orion Porfolio Solutions, LLC 0.42% Reduce -0.7% 89,098 $39.6M
Orion Portfolio Solutions, LLC 0.42% Reduce -0.7% 89,098 $39.6M
EP Wealth Advisors, LLC 0.46% Reduce -2.4% 88,984 $39.5M
Socha Financial Group, LLC 17.32% Add +1.3% 88,948 $39.5M
Allspring Global Investments Holdings, LLC 0.06% New 88,913 $39.5M
Connectus Wealth, LLC 1.07% Reduce -18.7% 88,677 $39.4M
AMG National Trust Bank 1.15% Add +2.4% 88,616 $39.3M
Old Mission Capital LLC 0.95% New 87,389 $38.8M
Mine & Arao Wealth Creation & Management, LLC. 19.04% Add +1.6% 86,679 $38.5M
Humankind Investments LLC 10.17% No change 86,575 $38.4M
Kestra Private Wealth Services, LLC 0.86% Add +14.5% 85,713 $38.1M
Kozak & Associates, Inc. 10.19% Add +1.1% 83,843 $37.9M
Segment Wealth Management, LLC 2.87% Reduce -1.3% 85,095 $37.8M
SteelPeak Wealth, LLC 1.93% Add +5.6% 84,847 $37.7M
Envestnet Portfolio Solutions, Inc. 0.14% Add +18.6% 84,910 $37.7M
IFG Advisory, LLC 2.81% Add +11.6% 84,654 $37.6M
Waverly Advisors, LLC 0.88% Add +113.3% 84,061 $37.3M
Safeguard Investment Advisory Group, LLC 12.62% Add +1.6% 83,672 $37.2M
TD Private Client Wealth LLC 1.21% Add +1.8% 82,832 $36.8M
ICA Group Wealth Management, LLC 7.32% Reduce -0.8% 82,324 $36.6M
Scotia Capital Inc. 0.21% Reduce -12.7% 81,169 $36.0M
Tanglewood Wealth Management, Inc. 4.40% Reduce -11.7% 80,223 $35.6M
Factory Mutual Insurance Co. 0.41% No change 80,154 $35.6M
Merit Financial Group, LLC 0.85% Add +3.5% 81,643 $35.6M
Jacobi Capital Management LLC 3.28% Add +1.4% 79,939 $35.5M
Essex Financial Services, Inc. 3.27% Add +2.3% 79,738 $35.4M
Banco Santander, S.A. 0.43% Reduce -0.1% 79,512 $35.3M
PFG Advisors 2.57% Add +4.6% 79,303 $35.2M
Trifecta Capital Advisors, LLC 8.54% Add +1.7% 79,011 $35.1M
Pinkerton Wealth, LLC 5.63% Add +9.6% 78,917 $35.0M
Royal Fund Management, LLC 4.02% Add +6.3% 78,478 $34.9M
Aragon Global Management, LP 15.55% No change 77,995 $34.6M
Venture Visionary Partners LLC 1.64% Add +2.4% 77,826 $34.6M
SlateStone Wealth, LLC 3.46% Reduce -1.1% 77,618 $34.5M
Arax Advisory Partners 3.63% Add +2.1% 77,538 $34.4M
IFP Advisors, Inc 1.50% Add +24.4% 76,886 $34.1M
Arete Wealth Advisors, LLC 3.15% Add +12.7% 77,229 $34.1M
Bank Hapoalim BM 4.60% Reduce -0.7% 76,767 $34.1M
Parcion Private Wealth LLC 2.97% Reduce -7.6% 75,991 $33.7M
NTV Asset Management LLC 5.12% Reduce -2.5% 75,664 $33.6M
CIBC Asset Management Inc 0.12% Reduce -43.1% 75,515 $33.5M
HB Wealth Management, LLC 0.42% Reduce -2.0% 74,881 $33.2M
RFG Holdings, Inc. 13.85% Add +4.4% 74,067 $32.9M
DRW Securities, LLC 1.87% New 74,037 $32.9M
Pathstone Holdings, LLC 0.15% Add +2.3% 73,667 $32.7M
TD Waterhouse Canada Inc. 0.24% New 69,804 $32.0M
Amundi 0.01% Add +24.1% 75,288 $31.9M
Lodestar Private Asset Management LLC 4.52% Add +0.7% 71,265 $31.6M
Jmac Enterprises LLC 5.88% Add +6.7% 71,203 $31.6M
Bank Pictet & Cie (Europe) AG 0.83% Add +6.4% 71,190 $31.6M
Altus Wealth Management, LLC 16.60% Add +1.1% 71,063 $31.6M
Vontobel Holding Ltd. 0.25% Reduce -0.1% 71,027 $31.5M
Beacon Capital Management, LLC 6.46% Add +40.4% 70,932 $31.5M
U.S. Capital Wealth Advisors, LLC 1.23% Add +1.1% 70,781 $31.4M
Lwmg, LLC 7.20% Add +1.1% 70,256 $31.2M
International Assets Investment Management, LLC 3.26% Reduce -99.8% 70,036 $31.2M
Round Rock Advisors LLC 7.44% Reduce -1.1% 69,907 $31.0M
Sachetta, LLC 14.67% No change 75,525 $30.9M
GPS Wealth Strategies Group, LLC 5.00% Add +8.6% 69,465 $30.8M
Smithfield Trust Co 1.64% Add +0.7% 69,482 $30.8M
Akuna Securities LLC 23.70% Add +92.7% 69,142 $30.7M
Kovack Advisors, Inc. 3.70% Reduce -21.8% 68,862 $30.6M
Cantor Fitzgerald Investment Advisors L.P. 2.27% Reduce -2.4% 68,798 $30.5M
First Heartland Consultants, Inc. 3.09% Add +6.3% 67,151 $29.8M
Harfst & Associates, Inc. 7.06% Reduce -8.0% 67,006 $29.8M
Money Concepts Capital Corp. 2.74% Add +9.0% 66,832 $29.7M
Valence8 US LP 15.46% Add +0.2% 66,760 $29.6M
Balanced Wealth Group LLC 13.16% Reduce -12.3% 66,982 $29.5M
Spectrum Wealth Advisory Group, LLC 33.88% Reduce -0.8% 66,314 $29.5M
Aft, Forsyth & Sober, LLC 10.34% Reduce -1.2% 65,810 $29.2M
Amplius Wealth Advisors, LLC 3.24% Reduce -7.6% 65,133 $28.9M
Fortune 45 LLC 23.68% Add +3.4% 64,999 $28.8M
Eagle Capital Management, LLC 12.95% Reduce -0.8% 64,813 $28.8M
Jaffetilchin Investment Partners, LLC 2.58% Reduce -25.1% 64,729 $28.7M
Savoie Capital LLC 4.00% Reduce -43.5% 64,608 $28.7M
Schroder Investment Management Group 0.03% New 64,593 $28.7M
Integrated Advisors Network LLC 1.47% Add +15.1% 64,556 $28.7M
New Perspectives, Inc 15.75% — 64,069 $28.4M
Financiere des Professionnels - Fonds d'investissement inc. 2.29% Add +5.8% 63,950 $28.4M
Oxler Private Wealth LLC 11.11% Add +79.9% 63,830 $28.3M
Connecticut Wealth Management, LLC 1.50% Reduce -0.9% 63,477 $28.2M
Cornerstone Advisors, LLC 1.16% Reduce -24.1% 63,000 $28.0M
PSI Advisors, LLC 10.03% Reduce -1.4% 62,530 $27.8M
ING Groep NV 0.19% No change 62,369 $27.7M
Regal Investment Advisors LLC 1.89% Reduce -3.2% 62,365 $27.7M
Nwam LLC 2.23% Reduce -7.2% 62,631 $27.6M
Private Wealth Strategies, L.L.C. 5.98% Add +0.0% 62,258 $27.6M
CreativeOne Wealth, LLC 1.10% Add +40.4% 62,255 $27.6M
Spinnaker Trust 1.78% Add +28.9% 62,182 $27.6M
Affinity Wealth Management LLC 5.10% Add +4.3% 62,030 $27.5M
Gratus Wealth Advisors, LLC 5.02% Add +47.0% 64,482 $27.3M
Brave Asset Management Inc. 7.07% Add +3.0% 61,365 $27.2M
Prudent Investors Network, Inc. 10.24% — 61,192 $27.2M
Axxcess Wealth Management, LLC 0.77% Add +7.3% 60,980 $27.1M
Whittier Trust Co. of Nevada Inc. 0.78% Add +2.1% 60,845 $27.0M
Allen Investment Management, LLC 0.33% Add +76.8% 60,024 $26.7M
Johnson Investment Counsel Inc. 0.29% Add +35.5% 59,696 $26.5M
Louisiana State Employees Retirement System 0.51% Add +8.4% 59,500 $26.4M
Marshall Wace, LLP 0.04% Add +136.9% 59,158 $26.3M
Regions Financial Corp. 0.20% Reduce -1.1% 58,795 $26.1M
Harvest Investment Advisors, LLC 19.49% Reduce -1.1% 58,693 $26.1M
Northern Capital Management, Inc. 18.17% Add +19.1% 58,656 $26.0M
Transamerica Financial Advisors, LLC 2.65% New 58,618 $26.0M
Medici Capital LLC 29.59% Reduce -27.7% 58,297 $25.9M
Cooper Financial Group 4.25% Add +1.7% 58,211 $25.8M
DHJJ Financial Advisors, Ltd. 11.40% Reduce -0.6% 58,028 $25.8M
Harel Insurance Investments & Financial Services Ltd. 0.50% Add +46.3% 57,972 $25.8M
Texas Yale Capital Corp. 1.14% Add +1.7% 57,987 $25.7M
Deutsche Bank AG 0.01% Add +1.9% 57,714 $25.6M
Prosperity Wealth Management, Inc. 12.05% Add +789.0% 57,270 $25.4M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 4.18% Add +0.1% 57,100 $25.4M
Ocean Park Asset Management, LLC 1.19% No change 57,089 $25.3M
Wilmington Savings Fund Society, FSB 0.97% — 57,055 $25.3M
Smart Money Group LLC 9.82% Add +20.2% 59,511 $25.3M
Caprock Group, LLC 1.45% Add +3.4% 56,718 $25.2M
Klingenstein Fields & Co. LP 1.05% Reduce -4.0% 56,748 $25.2M
Great Valley Advisor Group, Inc. 0.76% Reduce -0.8% 56,339 $25.0M
Founders Financial Securities LLC 2.60% Add +11.3% 55,730 $24.7M
Penserra Capital Management LLC 0.31% New 55,349 $24.6M
Fortis Capital Advisors, LLC 10.33% Add +3.7% 55,288 $24.5M
Summit Global Investments 1.82% Reduce -39.2% 55,094 $24.5M
Manufacturers Life Insurance Company, The 0.02% Reduce -53.8% 54,842 $24.3M
Falcon Wealth Planning 3.85% Add +17.8% 54,766 $24.3M
Hoylecohen, LLC 1.85% Add +6.4% 54,526 $24.2M
Marathon Trading Investment Management LLC 9.81% Add +391.0% 54,500 $24.2M
MBE Wealth Management, LLC 14.93% Add +1.9% 54,467 $24.2M
Invst, LLC 2.85% Reduce -1.8% 54,014 $24.0M
Kiley Juergens Wealth Management, LLC 7.43% Add +0.3% 54,061 $24.0M
Tucker Asset Management LLC 5.52% Add +17.6% 53,864 $23.9M
Pps&v Asset Management Consultants, Inc. 17.61% New 53,849 $23.9M
Snowden Capital Advisors LLC 0.75% Add +19.1% 53,625 $23.8M
NRI Wealth Management LC 20.08% Add +6.2% 53,536 $23.8M
Scott Capital Advisors, LLC 7.22% Add +14.0% 53,606 $23.7M
Kwmg, LLC 2.58% Reduce -1.1% 53,107 $23.6M
Cavalier Investments, LLC 8.54% Reduce -9.8% 52,699 $23.4M
Wealthspire Retirement, LLC 2.01% Reduce -4.1% 52,636 $23.4M
Christopher J. Hasenberg, Inc 11.45% Reduce -25.9% 52,512 $23.3M
Roundview Capital LLC 1.91% Add +1.6% 52,499 $23.3M
Client First Capital LLC 16.28% Add +46.8% 52,324 $23.2M
Yeomans Consulting Group, Inc. 10.14% Reduce -36.9% 52,184 $23.2M
TCP Asset Management, LLC 6.07% Add +30.4% 51,772 $23.0M
Allianz SE 0.72% — 51,756 $23.0M
Clarity Wealth Advisors, LLC 7.76% Add +1.8% 51,671 $22.9M
Copperwynd Financial, LLC 8.23% Reduce -3.1% 51,537 $22.9M
Asset Allocation Strategies LLC 7.99% Add +0.2% 50,944 $22.6M
Lowe Wealth Advisors, LLC 10.47% Reduce -0.5% 50,646 $22.5M
Circle Wealth Management, LLC 0.55% Add +2.9% 50,257 $22.3M
Prostatis Group LLC 8.45% Add +7.4% 50,125 $22.3M
Conservest Capital Advisors, Inc. 2.27% Reduce -3.1% 50,126 $22.3M
Rye Brook Capital LLC 13.03% Reduce -5.3% 50,050 $22.2M
Goldstone Financial Group, LLC 5.04% Add +4.2% 49,496 $22.0M
Geneos Wealth Management Inc. 1.00% Add +17.8% 49,343 $21.9M
Resolute Advisors LLC 4.03% Add +1.1% 49,068 $21.8M
Certified Advisory Corp 3.03% Add +12.6% 48,832 $21.7M
Investment Advisory Services Inc. /TX 7.96% Add +0.7% 48,821 $21.7M
Onyx Bridge Wealth Group LLC 3.86% Reduce -0.3% 50,139 $21.6M
Zimmermann Investment Management & Planning LLC 7.77% Add +4.5% 48,588 $21.6M
Warwick Investment Management, Inc. 5.15% Add +0.1% 48,362 $21.5M
USAdvisors Wealth Management, LLC 8.08% Add +4.0% 48,102 $21.4M
Shulman DeMeo Asset Management LLC 5.63% Reduce -1.9% 47,916 $21.3M
Luken Investment Analytics, LLC 10.72% Reduce -9.3% 47,863 $21.3M
Townsquare Capital LLC 0.31% Add +2.5% 47,848 $21.2M
D'Orazio & Associates, Inc. 3.42% Add +1.1% 47,834 $21.2M
Brown Advisory Inc. 0.03% Add +2.6% 47,202 $21.0M
Arvest Trust Co. N A 1.19% Reduce -2.9% 46,986 $20.9M
KPP Advisory Services LLC 5.70% Add +5316.7% 46,746 $20.8M
Madrona Financial Services, LLC 7.20% Add +2.5% 46,591 $20.7M
Pine Valley Investments Ltd Liability Co 1.61% Add +1.4% 46,533 $20.7M
Parallel Advisors, LLC 0.56% Add +4.2% 46,299 $20.6M
Guggenheim Capital LLC 0.15% Reduce -1.1% 46,089 $20.5M
Eagle Strategies LLC 4.52% Add +1118.1% 45,799 $20.3M
Running Point Capital Advisors, LLC 9.07% Reduce -1.4% 45,625 $20.3M
Burns J W & Co. Inc. 2.82% Reduce -1.9% 45,625 $20.3M
United Capital Financial Advisors, LLC 0.17% Reduce -12.1% 45,517 $20.2M
Davidson Capital Management Inc. 6.44% Add +3.1% 45,047 $20.0M
Cedar Mountain Advisors, LLC 5.03% Reduce -0.7% 45,012 $20.0M
Thoroughbred Financial Services, LLC 1.92% Reduce -20.5% 44,996 $20.0M
Strategic Advocates LLC 7.66% Add +2034.7% 44,829 $19.9M
Sheets Smith Wealth Management 2.21% Add +81.6% 44,374 $19.7M
Parisi Gray Wealth Management 7.35% Reduce -7.3% 44,148 $19.6M
TruWealth Advisors, LLC 1.36% Reduce -0.7% 44,009 $19.5M
Pinnacle Wealth Management Advisory Group, LLC 2.09% Add +2.1% 43,822 $19.5M
Eagle Global Advisors LLC 1.10% Reduce -0.5% 43,750 $19.4M
Beacon Financial Planning, Inc. 13.56% Add +2.4% 43,726 $19.4M
Washburn Capital Management, Inc. 14.31% Reduce -19.6% 43,589 $19.4M
Neuberger Berman Group LLC 0.02% Reduce -3.7% 43,588 $19.4M
Platt Investment Counsel, LLC 18.38% Reduce -2.4% 43,436 $19.3M
Davies Financial Advisors, Inc. 19.60% — 43,246 $19.2M
WealthCare Investment Partners, LLC 9.28% Reduce -0.1% 43,229 $19.2M
Valeo Financial Advisors, LLC 0.68% Add +3.7% 44,783 $19.1M
Garde Capital, Inc. 1.33% Add +1.4% 42,985 $19.1M
Commonwealth Financial Services, LLC 4.49% No change 46,579 $19.1M
Ellis Investment Partners, LLC 4.13% Add +1.1% 42,760 $19.0M
Nations Financial Group Inc, /Ia/ 1.60% Add +1.5% 42,727 $19.0M
SOL Capital Management CO 2.38% Reduce -0.1% 42,674 $18.9M
Fox Financial, Inc 17.15% Reduce -2.6% 42,643 $18.9M
GenWealth Group, Inc. 4.75% Add +5.8% 42,457 $18.9M
Pacific Capital Wealth Advisors, Inc. 4.43% Add +0.2% 42,398 $18.8M
Smith, Moore & Co. 2.00% Add +4.4% 42,272 $18.8M
Richmond Brothers, Inc. 34.54% Reduce -7.3% 41,972 $18.6M
SpiderRock Advisors, LLC 0.60% — 42,363 $18.5M
Freestone Capital Holdings, LLC 0.69% Reduce -13.2% 41,706 $18.5M
Tudor Investment Corporation 0.23% Add +387.2% 41,676 $18.5M
Principal Securities, Inc. 0.58% Add +8.4% 41,674 $18.5M
Arkadios Wealth Advisors 1.43% Reduce -11.9% 41,653 $18.5M
Quattro Financial Advisors LLC 5.23% New 41,460 $18.4M
Anchor Investment Management, LLC 1.93% Reduce -0.0% 41,410 $18.4M
AJ Advisors, LLC 10.13% Add +4.6% 41,344 $18.4M
KCM Investment Advisors LLC 0.68% Add +2.7% 40,995 $18.2M
NorthRock Partners, LLC 0.70% Reduce -15.7% 40,754 $18.1M
Silverleafe Capital Partners, LLC 7.41% Add +0.5% 40,634 $18.0M
Commerce Bank 0.12% Add +3.2% 40,492 $18.0M
EMC Capital Management 10.75% Add +1.6% 40,772 $18.0M
Institute for Wealth Management, LLC. 2.33% Add +21.6% 40,446 $18.0M
jvl associates llc 7.40% Add +0.9% 40,439 $18.0M
PGIM Custom Harvest LLC 0.44% Reduce -11.3% 40,345 $17.9M
Penobscot Investment Management Company, Inc. 1.89% Reduce -0.4% 40,193 $17.8M
LifeSteps Financial, Inc. 13.47% Add +0.2% 40,159 $17.8M
Blue Zone Wealth Advisors, LLC 6.12% Reduce -2.3% 40,114 $17.8M
Lake Street Private Wealth, LLC 2.47% Add +4.6% 40,067 $17.8M
Foster Victor Wealth Advisors, LLC 1.62% Reduce -10.0% 39,884 $17.8M
Magnolia Capital Management Ltd. 15.08% Add +0.3% 40,003 $17.8M
SAM Advisors, LLC 6.53% Reduce -0.7% 39,840 $17.7M
Banque Cantonale Vaudoise 0.69% Reduce -8.9% 39,697 $17.6M
Asset Management Group, Inc. 2.67% Add +0.1% 39,618 $17.6M
KilterHowling LLC 12.31% Add +1.9% 39,462 $17.5M
Crescent Grove Advisors, LLC 1.83% Reduce -1.8% 39,399 $17.5M
Schnieders Capital Management LLC 3.64% Add +2.1% 39,442 $17.5M
First United Bank & Trust 6.48% New 39,433 $17.5M
Summit Wealth Partners, LLC 3.73% Add +2.4% 39,402 $17.5M
Brevan Howard Capital Management LP 1.64% Reduce -35.5% 39,106 $17.4M
Red Wave Investments LLC 6.51% Reduce -2.2% 39,093 $17.4M
Ballentine Partners, LLC 0.33% Reduce -3.4% 38,977 $17.3M
OneDigital Investment Advisors LLC 0.27% Add +8.2% 38,955 $17.3M
Wealth Management Partners, LLC 8.78% Add +0.4% 38,928 $17.3M
Insigneo Advisory Services, LLC 2.05% Add +0.5% 38,857 $17.3M
Benjamin F. Edwards & Company, Inc. 0.31% Reduce -1.3% 38,873 $17.3M
Townsend Asset Management Corp. /NC/ 6.84% Add +1.5% 38,732 $17.2M
Oppenheimer Asset Management Inc. 0.25% Reduce -10.3% 38,551 $17.1M
Kaye Capital Management 7.44% Add +26.1% 38,397 $17.0M
Darrow Company, Inc. 11.15% Add +5.6% 38,375 $17.0M
Dumont & Blake Investment Advisors LLC 4.89% Reduce -0.9% 38,298 $17.0M
Capital Advisors Wealth Management, LLC 3.53% Add +243.6% 38,285 $17.0M
Norris Financial Group, LLC 9.26% Reduce -3.9% 37,999 $16.9M
Synovus Financial Corp. 0.22% Reduce -2.8% 37,970 $16.9M
Droms Strauss Advisors Inc. /Mo/ 6.17% Add +0.5% 37,988 $16.9M
Elevated Capital Advisors, LLC 4.82% Reduce -3.6% 37,901 $16.8M
Greenwich Wealth Management LLC 1.34% Add +5.0% 37,883 $16.8M
Capital Management Associates, Inc 12.39% Add +1.6% 37,872 $16.8M
Archer Investment Corp 5.06% Add +2.1% 37,810 $16.8M
Impact Partnership Wealth, LLC 6.63% Reduce -9.0% 37,703 $16.7M
Greenwood Gearhart LLC 1.63% Add +6.0% 37,543 $16.7M
Virtue Capital Management, LLC 2.99% Add +105.0% 45,382 $16.6M
Transcend Capital Advisors, LLC 1.33% Add +1.3% 37,225 $16.5M
Global Trust Asset Management, LLC 6.79% Reduce -9.3% 37,214 $16.5M
Vicus Capital 1.50% Reduce -1.0% 37,143 $16.5M
Moneta Group Investment Advisors LLC 0.27% Add +8.1% 37,134 $16.5M
Fsa Wealth Partners, Inc. 4.09% Reduce -4.9% 37,020 $16.4M
Fermata Advisors, LLC 3.69% Add +41.4% 36,906 $16.4M
Evergreen Capital Management LLC 0.62% Add +7.4% 36,787 $16.4M
Abich Financial Wealth Management LLC 12.62% Add +41.9% 36,787 $16.3M
Bessemer Group Inc. 0.03% Add +1.6% 36,751 $16.3M
Creekmur Asset Management LLC 5.58% Reduce -31.8% 36,725 $16.3M
CRA Financial Services, LLC 3.53% Add +4.4% 36,604 $16.3M
Private Advisory Group LLC 2.32% Add +4.8% 36,581 $16.2M
Cornerstone Wealth Management, LLC 1.31% Add +4.1% 36,468 $16.2M
Ashton Thomas Private Wealth, LLC 0.92% Add +13.5% 36,237 $16.1M
Buckingham Strategic Wealth, LLC 0.17% Reduce -3.1% 36,224 $16.1M
Migdal Insurance & Financial Holdings Ltd. 0.26% Add +12.3% 36,208 $16.1M
Pacific Financial Group Inc. 11.03% Reduce -4.2% 36,003 $16.0M
TAP Consulting, LLC 3.50% New 35,881 $15.9M
Discovery Value Fund 5.51% Add +0.3% 35,840 $15.9M
Foster Group, Inc. 0.79% Reduce -4.8% 35,731 $15.9M
KFG Wealth Management, LLC 6.45% Reduce -5.3% 35,365 $15.7M
WJ Wealth Management, LLC 6.21% Reduce -2.5% 35,137 $15.6M
Sumitomo Mitsui Financial Group, Inc. 0.48% Add +1.1% 34,952 $15.5M
FWG Holdings, LLC 8.31% Add +0.3% 35,161 $15.5M
Trinity Wealth Management, LLC 7.98% Reduce -4.2% 34,827 $15.5M
Sanchez Wealth Management Group 5.23% Add +0.2% 34,799 $15.5M
Private Wealth Partners, LLC 1.23% Reduce -0.1% 34,764 $15.4M
Syntegra Private Wealth Group, LLC 1.99% Reduce -1.8% 34,740 $15.4M
Lauer Wealth, LLC 13.35% Add +16.4% 34,494 $15.4M
Flputnam Investment Management Co. 0.33% Reduce -5.5% 34,540 $15.3M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 24.14% Reduce -19.6% 34,260 $15.2M
Sovereign Financial Group, Inc. 4.03% Add +5.7% 34,208 $15.2M
Betterment LLC 0.04% Add +5.1% 34,191 $15.2M
J. Goldman & Co LP 0.69% Add +89.9% 34,156 $15.2M
Stratos Wealth Advisors, LLC 0.90% Add +1.2% 34,039 $15.1M
Winch Advisory Services, LLC 4.60% Add +5.1% 33,915 $15.1M
Choreo, LLC 0.39% Reduce -4.9% 33,897 $15.1M
Obermeyer Wealth Partners 0.89% Add +41.2% 33,853 $15.0M
Bar Harbor Wealth Management 1.01% Reduce -2.0% 33,781 $15.0M
Fortis Group Advisors, LLC 2.76% Add +1201.2% 33,728 $15.0M
World Equity Group, Inc. 3.07% Reduce -14.2% 33,652 $14.9M
Consilio Wealth Advisors, LLC 6.99% Add +0.0% 33,614 $14.9M
Financial Advocates Investment Management 0.87% Add +12.0% 33,593 $14.9M
Dimension Capital Management LLC 2.97% Add +0.2% 33,592 $14.9M
Whittier Trust Co. 0.22% Reduce -7.9% 33,468 $14.9M
Family Capital Management, Inc. 10.30% Add +3.0% 33,298 $14.8M
Capital Advisory Group Advisory Services, LLC 6.99% Add +1.8% 33,194 $14.7M
American Investment Services, Inc. 2.60% Add +0.2% 33,032 $14.7M
CENTRAL TRUST Co 0.36% Reduce -8.8% 32,917 $14.6M
LGL Partners, LLC 2.45% Add +3.8% 32,892 $14.6M
Spire Wealth Management 0.27% Add +10.0% 32,805 $14.6M
Global Wealth Management Investment Advisory, Inc. 3.55% Add +1.2% 32,681 $14.5M
LM Advisors LLC 2.54% New 32,814 $14.4M
WealthPLAN Partners, LLC 1.49% Add +77.3% 32,344 $14.4M
Signal Advisors Wealth, LLC 3.56% Add +33.6% 32,309 $14.3M
Mechanics Bank Trust Department 2.09% Reduce -5.4% 32,070 $14.2M
Lee Financial Co 2.37% Reduce -0.1% 31,967 $14.2M
Evolution Wealth Advisors, LLC 2.71% Add +28.7% 31,858 $14.1M
Vivid Wealth Management, LLC 8.82% Reduce -0.8% 31,766 $14.1M
Gouws Capital LLC 10.69% Reduce -5.8% 31,764 $14.1M
Walleye Capital LLC 0.17% New 31,570 $14.0M
Westside Investment Management, Inc. 3.36% Reduce -4.2% 31,561 $14.0M
Raelipskie Partnership 7.98% Reduce -1.0% 31,545 $14.0M
Quantinno Capital Management LP 0.30% Add +6.9% 31,543 $14.0M
Vantage Financial Partners Ltd., Inc. 3.63% Reduce -14.4% 31,372 $13.9M
Seaview Investment Managers LLC 4.19% Add +5.2% 31,368 $13.9M
Sheaff Brock Investment Advisors, LLC 1.11% Add +1.3% 31,340 $13.9M
Rathbones Group PLC 0.08% Add +3484.7% 31,330 $13.9M
Keybank National Association 0.06% Reduce -7.1% 31,258 $13.9M
LMR Partners LLP 0.50% Reduce -42.2% 31,188 $13.8M
Stonegate Investment Group, LLC 0.43% Add +6.8% 31,098 $13.8M
Activest Wealth Management 6.65% Add +6.5% 31,088 $13.8M
Coyle Financial Counsel LLC 4.94% Add +0.0% 31,084 $13.8M
Eldridge Investment Advisors, Inc. 3.54% Reduce -4.6% 31,046 $13.8M
Founders Capital Management 9.29% Reduce -0.7% 30,955 $13.7M
Arkansas Financial Group, Inc. 2.41% Add +2.3% 30,824 $13.7M
Bison Wealth, LLC 2.22% Reduce -11.3% 30,730 $13.6M
American Planning Services, Inc. 9.84% Add +1.5% 30,684 $13.6M
Continuum Advisory, LLC 2.04% Add +14.1% 30,883 $13.6M
Simmons Bank 1.02% Reduce -4.1% 30,472 $13.5M
Lindbrook Capital, LLC 1.26% Reduce -1.9% 30,436 $13.5M
DT Investment Partners, LLC 1.37% No change 30,428 $13.5M
Traction Financial Partners, LLC 10.54% Reduce -3.3% 30,545 $13.5M
Raymond James Trust N.A. 0.33% Add +0.7% 30,354 $13.5M
Retirement Planning Group, LLC 1.03% New 30,313 $13.5M
Avondale Wealth Management 9.41% Reduce -0.6% 30,250 $13.4M
Caas Capital Management LP 5.68% New 30,000 $13.3M
Acorn Financial Advisory Services Inc. 2.51% Reduce -7.4% 29,946 $13.3M
Greater Midwest Financial Group, LLC 8.31% New 29,888 $13.3M
Vantage Financial Partners, LLC 3.56% Add +0.9% 29,804 $13.2M
Adaptive Financial Consulting, LLC 5.88% Reduce -0.3% 29,683 $13.2M
Systelligence, LLC 3.44% Reduce -0.5% 29,670 $13.2M
Leo Wealth, LLC 1.35% Add +5.2% 29,589 $13.1M
Intrust Bank NA 1.40% Add +1.4% 29,501 $13.1M
Verition Fund Management LLC 0.14% Reduce -31.3% 29,500 $13.1M
Foguth Wealth Management, LLC. 7.00% — 29,429 $13.1M
Concord Investment Counsel Inc. 4.71% — 29,405 $13.1M
Halter Ferguson Financial Inc. 10.15% Add +28.9% 29,385 $13.0M
Savant Capital, LLC 0.15% Reduce -3.4% 29,292 $13.0M
Brighton Jones LLC 0.47% Add +4.8% 29,285 $13.0M
Tradition Wealth Management, LLC 1.32% Add +7.8% 29,273 $13.0M
POM Investment Strategies, LLC 10.62% Add +4.9% 29,210 $13.0M
Peak Planning Group, LLC 8.10% Add +13.6% 29,096 $12.9M
PFG Investments, LLC 0.78% Add +77.2% 28,972 $12.9M
Tiaa Trust, National Association 0.04% Reduce -5.0% 28,971 $12.9M
HBW Advisory Services LLC 2.40% No change 31,288 $12.8M
JT Stratford LLC 2.53% Add +26.6% 28,568 $12.7M
Balyasny Asset Management L.P. 0.03% Reduce -85.6% 28,531 $12.7M
Triton Wealth Management, PLLC 8.73% Reduce -1.5% 29,549 $12.6M
Erickson Financial Group, LLC 9.85% Add +0.9% 28,283 $12.6M
LJI Wealth Management, LLC 3.23% Add +0.7% 28,143 $12.5M
Y.D. More Investments Ltd 2.21% Add +14.6% 28,104 $12.5M
Chicago Partners Investment Group LLC 0.53% Add +23.6% 29,312 $12.5M
National Philanthropic Trust 0.27% Add +80.3% 27,948 $12.4M
Camarda Financial Advisors, LLC 5.00% Reduce -2.9% 27,894 $12.4M
Hyperion Partners, LLC 9.03% Add +1.4% 27,778 $12.3M
Moloney Securities Asset Management, LLC 1.86% Add +16.1% 27,686 $12.3M
Bernardo Wealth Planning LLC 3.40% Add +4.0% 27,566 $12.2M
Ameritas Investment Partners, Inc. 0.42% Reduce -5.1% 27,473 $12.2M
Sparta 24 Ltd. 10.82% Reduce -14.7% 27,417 $12.2M
Sykon Capital LLC 4.37% Add +0.8% 27,232 $12.1M
Financial Freedom, LLC 7.15% Reduce -0.9% 27,190 $12.1M
Ratio Wealth Group 2.25% Reduce -0.3% 27,169 $12.1M
FF Advisors,LLC 8.29% Reduce -15.6% 26,998 $12.0M
Benin Management CORP 3.79% Reduce -1.8% 26,984 $12.0M
Summit Financial, LLC 0.71% Add +16.4% 26,804 $11.9M
MGB Wealth Management, LLC 4.84% Add +0.8% 26,829 $11.9M
Darwin Wealth Management, LLC 3.32% Reduce -32.8% 26,832 $11.9M
B&D White Capital Company, LLC 2.64% Add +37.6% 26,799 $11.9M
Capital Advisors, Ltd. LLC 1.54% Add +12.3% 26,607 $11.8M
Absolute Capital Management, LLC 7.53% Add +127.2% 26,579 $11.8M
360 Financial, Inc. 4.59% Add +2.2% 26,565 $11.8M
Executive Wealth Management, LLC 1.03% Reduce -1.2% 26,501 $11.8M
Flagstar Securities, Inc. 3.27% Add +10.4% 26,455 $11.8M
Legend Financial Advisors, Inc. 8.50% Reduce -2.4% 26,433 $11.7M
Pinnacle Family Advisors, LLC 6.25% Reduce -11.8% 26,426 $11.7M
Platte River Wealth Advisors, LLC 3.34% Add +2.9% 26,423 $11.7M
Monument Capital Management 3.37% Add +104.2% 26,366 $11.7M
Simplex Trading, LLC 0.34% Add +1824.0% 26,321 $11.7M
Buska Wealth Management, LLC 5.12% — 26,310 $11.7M
Ausdal Financial Partners, Inc. 1.36% Add +6.3% 26,303 $11.7M
Glenmede Trust Co. NA 0.06% Reduce -0.8% 26,002 $11.5M
Olde Wealth Management, LLC 5.45% Reduce -10.4% 26,184 $11.5M
Worth Asset Management, LLC 7.09% Add +788.0% 25,940 $11.5M
Koshinski Asset Management, Inc. 1.18% New 25,880 $11.5M
Starfox Financial Services, LLC 9.73% Add +10.0% 26,610 $11.5M
Gerber Kawasaki Wealth & Investment Management 0.62% Reduce -0.8% 25,817 $11.5M
Mango Investments LLC 8.47% No change 25,800 $11.5M
Mgo One Seven LLC 0.60% Reduce -11.1% 25,800 $11.5M
Calton & Associates, Inc. 5.58% Reduce -7.0% 25,783 $11.4M
Williams Jones Wealth Management, LLC. 0.15% Add +2.1% 25,773 $11.4M
JB Capital LLC 0.76% Add +1.0% 25,755 $11.4M
Cedar Brook Financial Partners, LLC 2.25% Add +4.4% 25,594 $11.4M
SeaCrest Wealth Management, LLC 1.38% Add +5.2% 25,499 $11.3M
Vishria Bird Financial Group, LLC 4.84% Reduce -0.0% 25,492 $11.3M
Carnegie Investment Counsel 0.35% Reduce -5.4% 25,483 $11.3M
Financial Engines Advisors L.L.C. 0.03% Reduce -0.1% 25,330 $11.3M
Peterson Wealth Management 8.11% Add +3.3% 25,289 $11.2M
Outlook Wealth Advisors, LLC 3.47% Add +27.6% 25,283 $11.2M
VitalStone Financial, LLC 8.55% Add +21.7% 25,212 $11.2M
Holderness Investments Co. 2.74% Add +3.8% 25,210 $11.2M
Smith Shellnut Wilson LLC 5.92% Reduce -1.9% 25,161 $11.2M
First Horizon Advisors, Inc. 0.35% Reduce -10.2% 25,144 $11.2M
Lake Street Advisors Group, LLC 0.52% Reduce -5.4% 25,086 $11.2M
Gladstone Institutional Advisory LLC 0.61% Reduce -3.9% 25,042 $11.1M
Claro Advisors Inc. 1.91% Add +11.5% 24,738 $11.0M
Garden State Investment Advisory Services LLC 4.02% Add +50.0% 24,592 $11.0M
AlphaStar Capital Management, LLC 1.12% Add +7.6% 24,625 $10.9M
Sound View Wealth Advisors Group, LLC 1.17% Reduce -10.7% 24,615 $10.9M
Verus Capital Partners, LLC 1.21% Reduce -2.6% 24,613 $10.9M
Trek Financial, LLC 0.86% Reduce -26.3% 24,595 $10.9M
LPF Advisors LLC 10.93% Add +1.5% 24,570 $10.9M
Steward Partners Investment Solutions, LLC 1.83% New 24,549 $10.9M
Mesirow Financial Investment Management, Inc. 0.25% Add +0.7% 24,514 $10.9M
HMS Capital Management, LLC 6.00% Add +37.5% 24,377 $10.8M
Choate Investment Advisors 0.29% Add +169.2% 24,346 $10.8M
Baron Financial Group, LLC 6.66% Reduce -3.5% 24,303 $10.8M
Keel Point, LLC 1.11% Add +33.3% 24,191 $10.7M
Franklin Resources Inc. 0.00% Reduce -6.8% 24,188 $10.7M
Solano Wealth Management, Inc. 6.00% Reduce -39.4% 24,086 $10.7M
AlTi Global, Inc. 0.30% Reduce -15.2% 23,996 $10.7M
David J Yvars Group 7.17% Add +2.1% 23,948 $10.6M
KM Capital Management Ltd. 5.87% Reduce -17.3% 23,849 $10.6M
Granite Harbor Advisors, Inc. 7.21% Add +5.3% 23,806 $10.6M
Chaney Capital Management, Inc. 8.49% Add +8.7% 23,791 $10.6M
FineMark National Bank & Trust 0.39% Add +7.9% 23,781 $10.6M
Ramiah Investment Group 9.93% Reduce -12.5% 23,780 $10.6M
Bensler, LLC 1.52% Add +6.6% 23,673 $10.5M
Fifth Third Bancorp 0.04% Add +4.0% 23,629 $10.5M
Next Capital Management LLC 4.26% Reduce -3.3% 23,597 $10.5M
Roof Eidam Maycock Peralta, LLC 2.85% Add +2.0% 23,397 $10.4M
Natixis Advisors, LLC 0.02% Add +21.7% 23,039 $10.2M
WealthTrust Asset Management, LLC 7.78% Reduce -1.1% 23,002 $10.2M
Bogart Wealth, LLC 0.53% Reduce -0.2% 22,995 $10.2M
Peninsula Wealth, LLC 2.03% Add +23.4% 22,949 $10.2M
JSF Financial, LLC 3.18% Reduce -3.2% 22,895 $10.2M
Geller Advisors LLC 0.82% Add +9.6% 22,695 $10.1M
StoneX Group Inc. 0.90% Reduce -19.0% 22,611 $10.1M
American Trust 0.84% Reduce -25.9% 22,627 $10.0M
Alpha Cubed Investments, LLC 0.52% Reduce -12.2% 22,595 $10.0M
Gerber, LLC 8.40% Add +6.5% 22,533 $10.0M
Chatham Capital Group, Inc. 1.83% Reduce -3.0% 22,517 $10.0M
Lingotto Investment Management LLP 0.42% New 22,500 $10.0M
HFG Advisors, Inc. 8.80% Add +0.9% 22,352 $9.9M
BCGM Wealth Management, LLC 3.55% Reduce -3.5% 22,299 $9.9M
Cypress Capital Group 1.18% Add +3.2% 22,240 $9.9M
Rehmann Capital Advisory Group 0.73% Add +1.9% 22,203 $9.9M
Assetmark, Inc. 0.03% Add +8.9% 22,199 $9.9M
Kingswood Wealth Advisors, LLC 1.13% Reduce -26.7% 22,113 $9.8M
Financial Guidance Group, Inc. 6.37% Add +0.9% 22,089 $9.8M
Proathlete Wealth Management LLC 5.18% Add +3.6% 21,918 $9.7M
Strategic Wealth Partners, Ltd. 1.07% Add +12.1% 21,891 $9.7M
Good Life Advisors, LLC 0.86% Add +9.1% 21,810 $9.7M
Albion Financial Group 0.75% Add +0.3% 21,797 $9.7M
Coldstream Capital Management Inc. 0.25% Add +1.2% 21,778 $9.7M
Turim 21 Investimentos Ltda. 2.45% Add +11.2% 21,738 $9.7M
Prism Advisors, Inc. 2.89% Reduce -12.2% 21,707 $9.6M
Ategra Capital Management, LLC 4.41% Reduce -0.7% 21,590 $9.6M
Farther Finance Advisors, LLC 0.58% Add +35.0% 21,489 $9.6M
Moors & Cabot, Inc. 0.52% Add +30.9% 21,495 $9.5M
Telos Capital Management, Inc. 1.08% Add +0.5% 21,475 $9.5M
Fischer Investment Strategies, LLC 8.31% Reduce -31.8% 21,396 $9.5M
Caldwell Trust Co 1.10% Reduce -2.4% 21,378 $9.5M
Everett Harris & Co. 0.13% Reduce -0.6% 21,361 $9.5M
White Wing Wealth Management 7.85% Add +9.9% 21,255 $9.5M
Bristlecone Advisors, LLC 0.83% Add +6.1% 21,144 $9.4M
RDA Financial Network 3.22% Reduce -0.7% 21,128 $9.4M
Coppell Advisory Solutions Corp. 1.76% — 21,010 $9.3M
Anfield Capital Management, LLC 4.49% New 20,971 $9.3M
Integral Investment Advisors, Inc. 3.85% Add +19.8% 20,929 $9.3M
HUB Investment Partners, LLC 0.51% Add +30.8% 20,900 $9.3M
Strengthening Families & Communities, LLC 5.50% Add +6.1% 20,891 $9.3M
Cresta Advisors, Ltd. 5.85% Add +3.7% 20,782 $9.2M
WR Wealth Planners, LLC 2.87% Add +51.1% 20,760 $9.2M
DAVENPORT & Co LLC 0.06% Add +5.6% 20,754 $9.2M
Tennessee Valley Asset Management Partners 2.23% Reduce -3.7% 20,746 $9.2M
Powell Investment Advisors, LLC 4.85% Add +1.1% 20,655 $9.2M
Equitable Trust Co. 0.63% Add +15.5% 20,572 $9.1M
Centiva Capital, LP 0.56% Add +45.3% 20,488 $9.1M
Joule Financial, LLC 3.74% Reduce -33.7% 20,453 $9.1M
Hazlett, Burt & Watson, Inc. 5.42% Add +0.8% 20,347 $9.1M
E&G Advisors, LLC 2.83% Add +55.7% 20,313 $9.0M
North Star Investment Management Corp. 0.64% Add +0.5% 20,311 $9.0M
Crestwood Advisors Group, LLC 0.20% Reduce -3.4% 20,182 $9.0M
CV Advisors LLC 5.39% Add +369.1% 20,168 $9.0M
Soltis Investment Advisors LLC 1.00% Reduce -26.1% 20,089 $8.9M
O'shaughnessy Asset Management, LLC 0.10% Add +18.1% 20,075 $8.9M
WealthBridge Capital Management, LLC 3.00% Add +3.3% 20,073 $8.9M
Mission Wealth Management, LP 0.24% Add +5.1% 20,070 $8.9M
Seneca House Advisors 3.86% Reduce -2.4% 19,994 $8.9M
MMBG Investment Advisors Co. 0.94% Reduce -1.4% 19,984 $8.9M
Curtis Advisory Group, LLC 3.42% Add +0.5% 19,901 $8.8M
Berkeley Capital Partners, LLC 2.69% Add +0.3% 19,881 $8.8M
SOA Wealth Advisors, LLC. 1.82% Reduce -0.7% 19,784 $8.8M
Haverford Trust Co 0.09% Reduce -1.4% 19,758 $8.8M
Tandem Wealth Advisors LLC 4.82% Reduce -9.4% 19,912 $8.8M
Pettyjohn, Wood & White, Inc. 1.74% Reduce -1.1% 19,712 $8.8M
Realta Investment Advisors 1.80% Add +8.8% 19,694 $8.7M
Wealth Advisory Solutions, LLC 2.26% Reduce -1.2% 19,627 $8.7M
Scissortail Wealth Management, LLC 2.30% Add +0.7% 19,617 $8.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% Reduce -1.4% 19,591 $8.7M
Verde Capital Management 2.97% Reduce -6.7% 19,563 $8.7M
Florida Financial Advisors, LLC 6.35% Add +17.6% 19,479 $8.6M
Exencial Wealth Advisors, LLC 0.32% Add +0.5% 19,417 $8.6M
Prosperitas Financial LLC 5.51% Reduce -1.1% 19,378 $8.6M
Wesbanco Bank Inc. 0.32% Add +7.9% 19,362 $8.6M
WCG Wealth Advisors LLC 0.72% Reduce -33.4% 19,274 $8.6M
Pacific Wealth Strategies Group, Inc. 7.14% Add +16.3% 19,221 $8.5M
Avestar Capital, LLC 0.98% Add +14.8% 19,196 $8.5M
Granger Management LLC 1.70% Add +16.7% 19,108 $8.5M
Banque Pictet & Cie SA 0.09% Reduce -7.2% 19,102 $8.5M
Guardian Wealth Advisors, LLC 5.50% Reduce -2.8% 19,075 $8.5M
RVW Wealth, LLC 0.87% Reduce -0.3% 19,053 $8.5M
Proficio Capital Partners LLC 0.93% Reduce -32.9% 19,339 $8.5M
Park Avenue Securities LLC 0.11% Add +20.7% 18,978 $8.4M
Nadler Financial Group, Inc. 1.03% Reduce -3.1% 18,900 $8.4M
Etfidea, LLC 2.86% Add +15.6% 18,896 $8.4M
Three Seasons Wealth, LLC 5.87% Add +298.4% 18,987 $8.4M
HBK Sorce Advisory LLC 0.30% Reduce -2.0% 18,871 $8.4M
Crewe Advisors LLC 0.97% Add +12.8% 18,827 $8.4M
Garner Asset Management Corp 3.16% Add +5.9% 18,789 $8.3M
Eudaimonia Partners, LLC 1.98% Add +1.3% 18,755 $8.3M
SVB Wealth LLC 0.18% Add +15.2% 18,559 $8.2M
Drake & Associates, LLC 3.01% Add +4.2% 18,510 $8.2M
Sunbelt Securities, Inc. 0.92% Reduce -1.1% 18,499 $8.2M
Grandview Asset Management LLC 3.72% Add +5.2% 18,468 $8.2M
Private Trust Co. NA 0.88% Reduce -2.9% 18,424 $8.2M
Nikulski Financial, Inc. 2.71% Add +2.5% 18,402 $8.2M
Boston Financial Mangement LLC 0.26% Reduce -0.6% 18,337 $8.1M
Agf Management Ltd. 0.05% Add +16.4% 18,319 $8.1M
AdvisorNet Financial, Inc 0.78% Add +0.0% 18,301 $8.1M
Ulland Investment Advisors, LLC 6.52% Add +0.2% 18,207 $8.1M
Planned Solutions, Inc. 3.96% Add +1.2% 18,182 $8.1M
Empower Advisory Group, LLC 0.03% Add +2.9% 18,145 $8.1M
Vident Advisory, LLC 0.17% Reduce -8.0% 18,115 $8.0M
Robertson Stephens Wealth Management, LLC 0.44% Add +4.5% 18,063 $8.0M
NWF Advisory Services Inc. 1.34% Add +18.6% 18,044 $8.0M
Main Street Financial Solutions, LLC 0.85% Add +76.3% 18,025 $8.0M
First Nebraska Trust Co 0.83% Add +25.5% 18,019 $8.0M
Wedmont Private Capital 0.58% Add +0.6% 17,990 $8.0M
Sigma Investment Counselors Inc. 0.51% Add +13.0% 17,900 $7.9M
JTC Employer Solutions Trustee Ltd 0.50% Add +31.5% 17,820 $7.9M
Redhawk Wealth Advisors, Inc. 1.29% Reduce -29.2% 17,841 $7.9M
BLB&B Advisors, LLC 0.45% Add +580.6% 17,819 $7.9M
Liquid Strategies, LLC 2.05% Add +82.7% 17,805 $7.9M
Silver Oak Securities, Incorporated 1.21% Reduce -53.1% 17,796 $7.9M
Gries Financial LLC 1.32% Add +302.6% 17,789 $7.9M
Concorde Asset Management, LLC 5.40% Reduce -32.5% 17,787 $7.9M
Arcus Capital Partners, LLC 2.49% Add +13.8% 17,730 $7.9M
Councilor Wealth, LLC 3.94% Reduce -12.4% 17,725 $7.9M
Per Stirling Capital Management, LLC. 1.31% Reduce -5.5% 17,685 $7.9M
Atlas Financial Advisors, Inc. 12.17% Reduce -1.0% 17,650 $7.8M
Glen Eagle Advisors, LLC 1.48% Reduce -2.2% 17,594 $7.8M
Joel Isaacson & Co., LLC 0.43% Add +3.5% 17,572 $7.8M
Alliance Wealth Advisors, LLC 4.93% Reduce -6.8% 17,548 $7.8M
Evoke Wealth, LLC 0.23% New 17,518 $7.8M
Vanguard Group Inc. 0.00% Add +5.0% 17,520 $7.8M
Pine Harbor Wealth Management, LLC 4.89% Add +45.5% 17,483 $7.8M
Dohj, LLC 2.06% Add +1.7% 17,474 $7.8M
Capital Investment Counsel, LLC 1.66% Add +80.3% 17,473 $7.8M
Masso Torrence Wealth Management Inc. 4.60% Reduce -2.6% 17,469 $7.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.91% Add +49.1% 17,400 $7.7M
Bollard Group LLC 0.23% Add +0.1% 17,398 $7.7M
D. Scott Neal, Inc. 5.04% Add +63.4% 17,344 $7.7M
Keystone Wealth Services, LLC 2.51% Reduce -3.1% 17,362 $7.7M
InterOcean Capital Group, LLC 0.18% Reduce -17.9% 17,309 $7.7M
Howard Financial Services, LTD. 1.32% Reduce -0.5% 17,309 $7.7M
New England Private Wealth Advisors LLC 1.35% Reduce -0.6% 17,287 $7.7M
Quadcap Wealth Management, LLC 1.75% Reduce -0.1% 17,284 $7.7M
Toth Financial Advisory Corp. 0.96% Reduce -2.9% 17,249 $7.7M
EdgeRock Capital LLC 6.09% Reduce -1.1% 17,212 $7.7M
Wealth Quarterback LLC 4.27% Add +5.3% 17,227 $7.6M
Mitsubishi UFJ Trust & Banking Corp 0.02% No change 17,225 $7.6M
Owen LaRue, LLC 4.78% Add +13.5% 17,198 $7.6M
Strategic Blueprint, LLC 0.54% Add +15.9% 17,131 $7.6M
TrueWealth Advisors, LLC 2.94% Reduce -8.1% 17,123 $7.6M
Hilton Capital Management, LLC 0.68% No change 17,110 $7.6M
Ascension Capital Advisors, Inc. 4.22% Add +24.6% 17,090 $7.6M
Robbins Farley 4.17% Reduce -8.7% 17,070 $7.6M
Creative Financial Designs Inc. 0.72% Reduce -7.2% 17,061 $7.6M
First Trust Advisors LP 0.01% New 17,050 $7.6M
Quintet Private Bank (Europe) S.A. 0.34% New 14,686 $7.5M
Macquarie Group Ltd. 0.01% Reduce -2.8% 16,899 $7.5M
Griffin Asset Management, Inc. 0.89% Reduce -1.0% 16,884 $7.5M
TRUE Private Wealth Advisors 0.86% Reduce -1.9% 16,806 $7.5M
Mfa Wealth Advisors, LLC 1.96% Reduce -4.0% 16,766 $7.4M
Pinnacle Financial Partners Inc 0.16% Reduce -9.7% 16,708 $7.4M
Summit Trail Advisors, LLC 0.20% Add +59.4% 16,686 $7.4M
Plotkin Financial Advisors, LLC 4.91% Add +25.3% 16,674 $7.4M
Bradley Foster & Sargent Inc. 0.13% Add +0.8% 16,662 $7.4M
Integrity Financial Corp 5.06% Add +7.1% 16,614 $7.4M
Foresight Capital Management Advisors, Inc. 5.64% Add +143.6% 16,609 $7.4M
Mason & Associates, LLC 5.64% — 16,609 $7.4M
First National Corp. /Ma/ 1.81% No change 17,986 $7.4M
Arcataur Capital Management LLC 2.64% Reduce -2.2% 16,563 $7.4M
Financial Insights, Inc. 2.11% Add +15.1% 16,501 $7.3M
Mystic Asset Management, Inc. 3.03% Add +4.1% 16,463 $7.3M
Ancora Advisors LLC 0.17% Reduce -8.7% 16,435 $7.3M
Rainey & Randall Wealth Advisors Inc. 1.70% Add +5.0% 16,368 $7.3M
Main Street Group, LTD 3.55% Add +0.9% 16,346 $7.3M
Strategic Advisors LLC 1.43% Reduce -56.1% 16,334 $7.3M
Chemung Canal Trust Co. 1.40% Reduce -0.6% 16,332 $7.3M
Cary Street Partners Investment Advisory LLC 0.31% Add +17.7% 16,327 $7.2M
GYL Financial Synergies, LLC 0.57% Reduce -0.3% 16,294 $7.2M
MTM Financial Group, LLC 4.80% Reduce -3.3% 16,449 $7.2M
Nomura Asset Management Co. Ltd. 0.03% Reduce -65.6% 16,263 $7.2M
World Investment Advisors 1.03% Reduce -69.3% 11,177 $7.2M
Retirement Income Solutions, Inc. 1.63% Add +1.6% 16,217 $7.2M
Flagship Harbor Advisors, LLC 0.46% Add +1.7% 16,205 $7.2M
Warner Financial, Inc. 3.59% Reduce -1.9% 16,157 $7.2M
Westwood Holdings Group Inc. 0.06% Add +14.1% 16,155 $7.2M
Concentrum Wealth Management 3.31% Add +10.1% 16,142 $7.2M
SPC Financial, Inc. 0.67% Reduce -0.4% 16,132 $7.2M
Alterna Wealth Management, Inc. 5.80% Add +265.4% 16,127 $7.2M
Latitude Advisors, LLC 4.45% New 16,024 $7.1M
Idaho Trust Co 6.86% New 15,999 $7.1M
Fingerlakes Wealth Management, Inc. 6.86% Reduce -0.5% 15,999 $7.1M
Keystone Financial Group 1.04% Add +24.0% 15,977 $7.1M
Navis Wealth Advisors, LLC 8.49% Reduce -3.0% 15,921 $7.1M
O'Connor Financial Group LLC 4.19% Add +77.5% 15,846 $7.0M
Capital Investment Advisory Services, LLC 0.75% Add +0.9% 15,818 $7.0M
CFM Wealth Partners LLC 1.41% Add +7.7% 15,807 $7.0M
Richard W. Paul & Associates, LLC 2.80% Add +3.6% 15,806 $7.0M
Shelton Capital Management 0.20% Add +79.5% 15,794 $7.0M
Avior Wealth Management, LLC 0.33% Reduce -3.1% 15,786 $7.0M
Spectrum Strategic Capital Management, LLC 5.33% Reduce -1.1% 15,730 $7.0M
Flaharty Asset Management, LLC 1.04% Reduce -16.6% 15,713 $7.0M
Highline Wealth Partners LLC 2.84% Add +29.3% 15,692 $7.0M
Lansing Street Advisors 3.12% Add +9.9% 15,648 $6.9M
McIlrath & Eck, LLC 1.10% Add +703.1% 15,580 $6.9M
Patriot Investment Management Group, Inc. 0.55% Add +62.5% 15,566 $6.9M
Clare Market Investments LLC 2.15% Reduce -0.2% 15,535 $6.9M
Tsfg, LLC 1.74% Reduce -13.7% 15,506 $6.9M
American State Bank (Iowa) 4.60% No change 15,453 $6.9M
Novak & Powell Financial Services, Inc. 5.13% Reduce -22.4% 15,444 $6.9M
Elite Wealth Management, Inc. 1.67% Add +1.5% 15,428 $6.9M
Little Harbor Advisors, LLC 4.57% Add +11.8% 15,371 $6.8M
StrongBox Wealth, LLC 3.59% Add +1.2% 15,348 $6.8M
Jackson Wealth Management, LLC 0.85% Reduce -2.4% 15,346 $6.8M
Finivi Inc. 6.16% Reduce -3.1% 15,336 $6.8M
Members Advisory Group LLC 3.85% Reduce -2.1% 15,286 $6.8M
Lion Street Advisors, LLC 2.76% No change 16,517 $6.8M
Headlands Technologies LLC 1.62% Add +4.7% 15,231 $6.8M
Lazard Asset Management LLC 0.01% Reduce -0.8% 15,222 $6.8M
Maven Securities LTD 0.40% New 15,216 $6.8M
Watershed Private Wealth LLC 2.97% Add +115.7% 15,110 $6.7M
Mather Group, Llc. 0.11% Reduce -32.4% 16,351 $6.7M
FFT Wealth Management LLC 0.58% Add +22.3% 15,056 $6.7M
My Personal CFO, LLC 3.84% Add +0.3% 15,004 $6.7M
Pettinga Financial Advisors LLC 1.70% Add +4.3% 15,002 $6.7M
Soros Fund Management 0.26% New 15,000 $6.7M
Leavell Investment Management, Inc. 0.38% Add +16.0% 14,897 $6.6M
Martin Capital Advisors, LLP 5.16% Add +2.1% 14,804 $6.6M
Strategic Financial Concepts, LLC 1.58% Add +47.2% 14,780 $6.6M
Sandy Spring Bank 0.30% Reduce -6.4% 14,609 $6.5M
Millennium Management 0.01% Reduce -97.6% 14,580 $6.5M
Empirical Finance, LLC 0.40% No change 14,545 $6.5M
Paulson Wealth Management Inc. 1.88% Reduce -2.5% 14,406 $6.4M
Granite Bay Wealth Management, LLC 3.63% Reduce -98.8% 14,392 $6.4M
G&S Capital LLC 2.85% Reduce -4.7% 14,390 $6.4M
AllGen Financial Advisors, Inc. 2.60% New 14,372 $6.4M
Berger Financial Group, Inc 0.53% Add +170.3% 14,357 $6.4M
Pallas Capital Advisors LLC 0.26% Add +2.6% 14,322 $6.4M
Trademark Financial Management, LLC 5.26% Reduce -2.0% 14,297 $6.3M
Destiny Wealth Partners, LLC 1.14% Add +5.0% 14,285 $6.3M
Eaton Financial Holdings Company, LLC 3.29% Add +13.8% 14,261 $6.3M
Traynor Capital Management, Inc. 0.60% Reduce -3.7% 14,257 $6.3M
Kellett Wealth Advisors, LLC 4.38% Reduce -10.3% 14,254 $6.3M
Pure Financial Advisors, LLC 0.20% Add +22.9% 14,098 $6.3M
Lowery Thomas, LLC 4.78% Add +0.3% 14,054 $6.2M
Mount Lucas Management LP 2.09% Reduce -68.9% 14,046 $6.2M
Tactive Advisors, LLC 3.30% Reduce -29.5% 13,993 $6.2M
Chicago Wealth Management, Inc. 3.68% Add +2.9% 13,949 $6.2M
Stock Yards Bank & Trust Co. 0.20% Reduce -1.9% 13,945 $6.2M
Cambridge Trust Co. 0.23% Reduce -0.6% 13,926 $6.2M
Destiny Capital Corp 4.29% Add +11.5% 13,867 $6.2M
Channel Wealth LLC 2.47% Add +0.9% 13,838 $6.1M
Bay Rivers Group 3.37% Reduce -1.9% 13,815 $6.1M
Symmetry Investments LP 0.64% New 13,800 $6.1M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.53% Reduce -1.9% 13,798 $6.1M
Phoenix Financial Ltd. 0.08% Reduce -39.6% 13,798 $6.1M
LexAurum Advisors, LLC 1.55% Reduce -1.1% 13,780 $6.1M
Renaissance Technologies 0.01% New 13,700 $6.1M
Perennial Investment Advisors, LLC 0.92% Add +1.3% 13,664 $6.1M
Iams Wealth Management, LLC 3.71% Add +48.2% 13,938 $6.1M
Cardiff Park Advisors, LLC 0.58% New 13,659 $6.1M
Advisory Resource Group 1.39% Add +2.1% 13,659 $6.1M
CMG Global Holdings, LLC 4.15% Reduce -0.0% 13,601 $6.0M
Cullen/Frost Bankers, Inc. 0.09% Add +0.9% 13,558 $6.0M
M3 Advisory Group, LLC 5.45% Add +8.5% 13,551 $6.0M
Nabity-Jensen Investment Management Inc 4.95% Reduce -0.2% 13,545 $6.0M
Madison Wealth Partners, Inc 2.17% Reduce -0.8% 13,536 $6.0M
Founders Capital Management, LLC 1.12% No change 13,514 $6.0M
Afg Fiduciary Services Limited Partnership 4.43% Reduce -6.2% 13,552 $6.0M
Somerset Group LLC 5.60% Reduce -15.3% 13,450 $6.0M
Rovin Capital /Ut/ 2.44% Reduce -1.3% 13,409 $6.0M
TKG Advisors, LLC 3.32% Reduce -6.2% 13,407 $6.0M
Fluent Financial, LLC 3.28% Reduce -2.5% 13,338 $5.9M
Abbrea Capital, LLC 0.78% Add +0.2% 13,249 $5.9M
Lam Group, Inc. 4.79% No change 13,225 $5.9M
Daymark Wealth Partners, LLC 0.32% Reduce -0.1% 13,224 $5.9M
Destination Wealth Management 0.19% Reduce -2.3% 13,193 $5.9M
Stonehearth Capital Management, LLC 2.65% Add +2.1% 13,184 $5.9M
Cozad Asset Management Inc. 0.61% Add +15.6% 13,147 $5.8M
Capstone Wealth Management Group, LLC 4.18% Reduce -1.1% 13,107 $5.8M
Herbst Group, LLC 3.60% Add +4.5% 13,103 $5.8M
Webster Bank, N. A. 0.65% Add +9.8% 13,091 $5.8M
Private Portfolio Partners LLC 1.21% Add +4.9% 13,064 $5.8M
Marshall Financial Group, LLC 1.66% Reduce -0.7% 13,007 $5.8M
Canal Capital Management, LLC 0.97% Reduce -11.7% 12,993 $5.8M
Avaii Wealth Management, LLC 3.38% Add +1.2% 12,956 $5.8M
Oliver Lagore Vanvalin Investment Group 1.72% Reduce -37.8% 12,930 $5.7M
Three Bridge Wealth Advisors, LLC 2.26% Add +23.1% 12,898 $5.7M
Carr Financial Group Corp 1.91% Reduce -2.8% 12,910 $5.7M
Cordgrass Capital Advisors, LLC 1.78% Reduce -5.0% 12,850 $5.7M
Retirement Group, LLC 2.04% Reduce -0.6% 12,819 $5.7M
Bryn Mawr Trust Advisors, LLC 0.32% Add +28.3% 16,588 $5.7M
Aurora Investment Managers, LLC. 4.18% Reduce -1.2% 12,805 $5.7M
BTC Capital Management, Inc. 0.52% — 12,800 $5.7M
First National Bank of Omaha 0.39% Reduce -13.7% 12,113 $5.7M
NewEdge Wealth, LLC 0.13% Add +47.7% 13,218 $5.6M
Modus Advisors, LLC 2.08% Reduce -12.5% 12,677 $5.6M
Provenance Wealth Advisors, LLC 0.79% Reduce -1.1% 12,672 $5.6M
Sandy Cove Advisors, LLC 2.59% Add +7.9% 12,654 $5.6M
Hill Island Financial LLC 1.85% Reduce -7.3% 12,641 $5.6M
Strategy Asset Managers LLC 1.20% Add +0.4% 12,621 $5.6M
Harvest Investment Services, LLC 2.25% New 12,612 $5.6M
Associated Banc-Corp 0.18% Add +0.5% 12,558 $5.6M
Trustmark Bank Trust Department 0.45% Reduce -39.9% 12,550 $5.6M
Jackson Hole Capital Partners, LLC 1.27% Add +2.8% 12,536 $5.6M
Balboa Wealth Partners 1.77% Reduce -3.6% 12,531 $5.6M
Modera Wealth Management, LLC 0.08% Reduce -1.9% 12,497 $5.5M
Monterey Private Wealth, Inc. 2.23% Add +6.3% 12,494 $5.5M
Principle Wealth Partners LLC 0.43% Add +0.3% 12,431 $5.5M
Greenhouse Wealth Management, LLC 4.12% Add +0.2% 12,373 $5.5M
Aurora Private Wealth, Inc. 4.73% Reduce -1.6% 12,301 $5.5M
Cheviot Value Management, LLC 1.20% Reduce -1.6% 12,326 $5.5M
Retirement Planning Co of New England, Inc. 2.99% Reduce -17.0% 12,288 $5.5M
Point72 Hong Kong Ltd 0.27% Add +6000.0% 12,200 $5.4M
Gray Wealth Management Inc. 2.41% Add +0.3% 12,176 $5.4M
Apriem Advisors 0.68% Add +0.1% 12,139 $5.4M
Stevard, LLC 4.83% No change 12,068 $5.4M
CIC Wealth, LLC 1.56% Add +1.1% 12,051 $5.4M
Rappaport Reiches Capital Management, LLC 1.67% Reduce -1.6% 12,031 $5.3M
Legacy Advisors, LLC 0.67% Add +0.2% 11,970 $5.3M
Credit Agricole S A 0.09% Reduce -74.3% 12,481 $5.3M
Pachira Investments Inc. 4.28% Add +8.7% 11,800 $5.2M
Brown Brothers Harriman & Co. 0.04% Add +90.9% 11,789 $5.2M
RIA Advisory Group LLC 2.11% New 11,771 $5.2M
Midwest Financial Group LLC 3.50% Reduce -0.6% 11,740 $5.2M
Zions Bancorporation, N.A. 0.38% Reduce -0.2% 11,721 $5.2M
Advisors Preferred, LLC 0.87% Reduce -12.2% 11,668 $5.2M
Zacks Investment Management 0.05% Reduce -18.8% 11,597 $5.1M
Trust Co. of Vermont 0.28% Add +1.8% 11,523 $5.1M
CPC Advisors, LLC 0.87% Reduce -2.5% 11,514 $5.1M
Elevation Point Wealth Partners, LLC 0.39% Add +3.0% 11,500 $5.1M
Aveo Capital Partners, LLC 0.56% Add +52.5% 11,719 $5.1M
Retirement Solution LLC 1.38% Reduce -0.2% 11,445 $5.1M
Farmers Trust Co. 1.02% Add +29.8% 11,426 $5.1M
Grassi Investment Management 0.46% Add +0.5% 11,386 $5.1M
Waterloo Capital, L.P. 0.65% Add +2.8% 11,384 $5.1M
Sandbox Financial Partners, LLC 2.12% Add +5.2% 11,383 $5.1M
Vance Wealth, LLC 2.01% Reduce -2.7% 11,351 $5.0M
Shepherd Financial Partners LLC 0.66% Add +2.1% 11,348 $5.0M
High Note Wealth, LLC 1.64% Add +25.5% 11,333 $5.0M
Private Capital Management LLC 1.10% Reduce -2.0% 11,296 $5.0M
Sfmg, LLC 0.43% Add +3.9% 11,296 $5.0M
BlueChip Wealth Advisors LLC 3.22% Add +5.0% 11,246 $5.0M
Ledgewood Wealth Advisors, LLC 4.64% Reduce -3.7% 11,246 $5.0M
Northwest Financial Advisors 5.47% Add +20.6% 11,218 $5.0M
Octavia Wealth Advisors, LLC 0.74% Reduce -0.8% 11,202 $5.0M
RMR Wealth Builders 0.60% Add +0.5% 11,214 $5.0M
Hancock Whitney Corp. 0.17% Reduce -3.4% 11,207 $5.0M
SMART Wealth LLC 2.24% Add +765.9% 11,196 $5.0M
CCG Wealth Management, LLC 2.99% Add +96.9% 11,188 $5.0M
Southland Equity Partners LLC 1.39% Add +1.9% 11,137 $4.9M
Norden Group LLC 1.00% Add +82.9% 11,074 $4.9M
Stephens Consulting, LLC 1.51% Reduce -6.0% 11,051 $4.9M
Capital Wealth Planning, LLC 0.05% Reduce -52.7% 10,996 $4.9M
Epic Trust Investment Advisors, LLC 6.02% Reduce -8.0% 10,995 $4.9M
Prudential PLC 0.04% Reduce -64.8% 10,966 $4.9M
Tranquilli Financial Advisor LLC 3.25% Add +21.4% 10,961 $4.9M
Swisher Financial Concepts, Inc. 4.23% Add +2.3% 11,069 $4.9M
FourThought Financial Partners, LLC 0.55% Add +6.7% 10,901 $4.8M
LMCG Investments, LLC 0.28% Reduce -8.4% 10,900 $4.8M
DBK Financial Counsel, LLC 5.06% Reduce -2.7% 10,862 $4.8M
Objective Capital Management, LLC 3.25% Reduce -11.7% 10,854 $4.8M
Householder Group Estate & Retirement Specialist, LLC 1.43% Reduce -19.4% 10,790 $4.8M
White Pine Investment CO 1.41% Add +4.1% 10,774 $4.8M
Tidal Investments LLC 0.08% Add +4.4% 10,748 $4.8M
Mission Creek Capital Partners, Inc. 1.24% Reduce -0.8% 10,749 $4.8M
Valued Retirements, Inc. 7.61% Reduce -0.6% 10,723 $4.8M
BCS Wealth Management 1.53% Add +6.3% 10,719 $4.8M
GFG Capital, LLC 1.23% Add +5.5% 10,691 $4.7M
Enzi Wealth 2.23% Reduce -8.1% 11,011 $4.7M
Tidemark, LLC 2.65% Reduce -11.2% 10,689 $4.7M
Flagship Private Wealth, LLC 3.06% Reduce -0.9% 10,683 $4.7M
Fortem Financial Group, LLC 2.08% Add +0.4% 10,679 $4.7M
White Lighthouse Investment Management Inc. 0.96% Reduce -1.3% 10,663 $4.7M
Pinnacle Wealth Management Group, Inc. 3.52% Reduce -23.7% 10,656 $4.7M
Financial Partners Group, Inc 0.75% Reduce -0.4% 10,639 $4.7M
Summit Financial Group, Inc. 1.68% Add +1.0% 10,628 $4.7M
All Terrain Financial Advisors, LLC 2.03% Reduce -4.5% 10,606 $4.7M
McGuire Investment Group, LLC 0.69% Reduce -2.2% 10,606 $4.7M
Zuckerman Investment Group, LLC 0.54% Add +9.9% 10,597 $4.7M
Ciovacco Capital Management LLC 3.16% Add +0.2% 10,580 $4.7M
Bank of Hawaii 0.23% Add +1.3% 10,579 $4.7M
Ferguson Wellman Capital Management, Inc. 0.10% Add +10.5% 10,499 $4.7M
WBH Advisory Inc. 0.48% Reduce -0.9% 10,498 $4.7M
West Financial Advisors, LLC 1.00% Reduce -1.0% 10,490 $4.7M
Palumbo Wealth Management LLC 2.09% Add +0.5% 10,488 $4.7M
Roger Wittlin Investment Advisory, LLC 3.26% Reduce -1.4% 10,480 $4.7M
Twin Peaks Wealth Advisors, LLC 2.57% Add +0.7% 10,437 $4.6M
Oxinas Partners, LLC 3.00% Reduce -4.2% 10,412 $4.6M
ORBA Wealth Advisors, L.L.C. 2.55% Add +6.8% 10,363 $4.6M
Ironwood Financial, llc 1.06% Reduce -3.2% 10,357 $4.6M
Levy Wealth Management Group, LLC 1.29% No change 11,228 $4.6M
Heritage Wealth Partners, LLC 9.37% No change 11,215 $4.6M
Busey Bank 0.16% Reduce -0.9% 10,336 $4.6M
Dogwood Wealth Management LLC 3.10% Add +4.5% 10,332 $4.6M
PFC Capital Group, Inc. 2.46% Add +3.1% 10,300 $4.6M
9258 Wealth Management, LLC 0.71% Add +0.8% 10,280 $4.6M
LongView Wealth Management 1.81% Reduce -0.2% 10,277 $4.6M
Mach-1 Financial Group, LLC 3.47% Add +4.0% 10,248 $4.6M
Evercore Wealth Management, LLC 0.07% Reduce -0.2% 10,243 $4.5M
Atlas Private Wealth Advisors 1.52% Reduce -90.9% 10,221 $4.5M
Arthur M. Cohen & Associates, LLC 0.96% Reduce -0.9% 10,194 $4.5M
Montecito Bank & Trust 0.90% Reduce -1.9% 10,153 $4.5M
Gill Capital Partners, LLC 1.82% Reduce -0.8% 10,595 $4.5M
McKinley Carter Wealth Services, Inc. 0.30% Reduce -1.3% 10,112 $4.5M
TBH Global Asset Management, LLC 0.90% Reduce -0.3% 10,107 $4.5M
Avantax Planning Partners, Inc. 0.15% Reduce -20.8% 10,095 $4.5M
Madison Park Capital Advisors, LLC 3.90% Add +1.5% 10,064 $4.5M
Valmark Advisers, Inc. 0.08% Add +4.0% 10,058 $4.5M
High Falls Advisors, Inc 1.12% Add +6.8% 10,056 $4.5M
Spirepoint Private Client, LLC 0.68% — 9,983 $4.4M
Oakwell Private Wealth Management, LLC 1.35% Reduce -0.8% 9,982 $4.4M
ETF Portfolio Partners, Inc. 1.40% New 9,979 $4.4M
Yelin Lapidot Holdings Management Ltd. 0.91% No change 9,973 $4.4M
Narwhal Capital Management 0.43% Add +0.3% 9,971 $4.4M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.20% Reduce -1.7% 9,927 $4.4M
Vienna Asset Management LLC 4.01% Add +51.2% 10,097 $4.4M
GUNN & Co INVESTMENT MANAGEMENT, INC. 3.30% Reduce -88.9% 9,890 $4.4M
Castle Rock Wealth Management, LLC 1.20% Add +3.9% 10,410 $4.4M
DeDora Capital, Inc. 1.40% Reduce -19.4% 9,873 $4.4M
HCR Wealth Advisors 0.66% Add +0.1% 9,843 $4.4M
National Wealth Management Group, LLC 3.39% Reduce -4.8% 9,805 $4.4M
Peak Asset Management, LLC 0.86% Add +18.0% 9,781 $4.3M
Magnus Financial Group LLC 0.52% Add +6.4% 9,759 $4.3M
NorthCoast Asset Management LLC 0.06% New 9,719 $4.3M
Clear Point Advisors Inc. 3.53% Add +1.5% 9,671 $4.3M
Capital Advisors Inc. 0.09% Reduce -2.6% 9,670 $4.3M
GAMCO Investors 0.04% Reduce -0.3% 9,650 $4.3M
Clearstead Advisors, LLC 0.21% Add +1.1% 9,655 $4.3M
Duncan Williams Asset Management, LLC 3.85% — 9,612 $4.3M
United Capital Management of KS, Inc. 0.98% Reduce -10.0% 9,591 $4.3M
Family Legacy, Inc. 1.53% Reduce -0.7% 9,588 $4.3M
Marvin & Palmer Associates Inc. 4.20% Reduce -5.1% 9,546 $4.2M
Atticus Wealth Management, LLC 1.38% Reduce -3.3% 9,520 $4.2M
Mango Five Family, Inc. 1.40% No change 9,470 $4.2M
Cornell Pochily Investment Advisors, Inc. 1.67% Add +0.2% 9,466 $4.2M
GC Wealth Management RIA, LLC 0.84% Add +256.3% 9,443 $4.2M
Courier Capital LLC 0.30% Reduce -0.4% 9,425 $4.2M
Sage Capital Management, LLC 2.26% Add +27.4% 9,378 $4.2M
Boston Family Office LLC 0.30% Add +0.1% 9,370 $4.2M
Citizens Financial Group Inc. 0.14% Add +6.0% 9,344 $4.1M
BKM Wealth Management, LLC 1.78% Add +42.2% 9,341 $4.1M
Taylor & Morgan Wealth Management, LLC 3.04% Reduce -2.0% 9,334 $4.1M
Transcendent Capital Group LLC 2.40% Reduce -2.0% 9,322 $4.1M
Goldstein Advisors, LLC 0.70% Reduce -3.7% 9,260 $4.1M
Cohen Capital Management, Inc. 0.72% Reduce -5.3% 9,250 $4.1M
WNY Asset Management, LLC 0.63% Add +4.9% 9,250 $4.1M
Genesee Capital Advisors, LLC 2.24% Add +9.1% 9,232 $4.1M
CW Advisors, LLC 0.07% Reduce -12.5% 9,219 $4.1M
Sawgrass Asset Management LLC 0.45% Add +6.1% 9,206 $4.1M
Forvis Mazars Wealth Advisors, LLC 0.10% Add +4.7% 9,196 $4.1M
Marino, Stram & Associates LLC 0.97% Add +0.6% 9,192 $4.1M
Visionary Wealth Advisors 0.27% Reduce -1.6% 9,168 $4.1M
SkyOak Wealth, LLC 0.97% Add +2.9% 9,160 $4.1M
Sharp Wealth Advisory, LLC 3.76% Add +9.1% 9,115 $4.0M
Hyman Charles D 0.22% No change 9,111 $4.0M
Ashford Capital Management Inc. 0.55% Reduce -6.4% 9,098 $4.0M
JBR Co Financial Management Inc 3.22% Reduce -1.4% 9,094 $4.0M
Peoples Bank 3.16% Reduce -19.6% 9,091 $4.0M
Mill Creek Capital Advisors, LLC 0.11% Add +29.7% 9,058 $4.0M
Omega Financial Group, LLC 1.64% Add +6.2% 9,024 $4.0M
Joseph P. Lucia & Associates, LLC 2.14% Add +14.6% 9,006 $4.0M
Schmidt P J Investment Management Inc. 0.75% Add +3.4% 8,994 $4.0M
Alpha Financial Partners LLC 3.63% Reduce -1.9% 8,985 $4.0M
Landmark Wealth Management, LLC 1.84% Reduce -4.1% 8,959 $4.0M
Weitzel Financial Services, Inc. 2.01% Add +38.4% 8,951 $4.0M
Integrated Investment Consultants, LLC 1.09% Reduce -2.8% 8,897 $4.0M
Linscomb Wealth, Inc. 0.20% Add +0.5% 8,834 $3.9M
Cowen and Company, LLC 0.15% New 8,750 $3.9M
Clal Insurance Enterprises Holdings Ltd 0.04% Reduce -21.9% 8,726 $3.9M
Advisor Resource Council 1.63% Reduce -78.9% 9,385 $3.9M
Visionary Horizons, LLC 2.99% Add +5.0% 8,774 $3.8M
Alta Wealth Advisors LLC 1.95% Add +31.6% 8,634 $3.8M
Quadrant Private Wealth Management, LLC 0.96% Reduce -0.7% 8,556 $3.8M
Grey Ledge Advisors, LLC 1.07% Add +2.1% 8,541 $3.8M
Plancorp, LLC 0.16% Reduce -1.1% 8,540 $3.8M
Wintrust Investments LLC 0.33% Add +6.2% 8,537 $3.8M
Lanark Financial, Inc. 0.35% Reduce -5.8% 8,503 $3.8M
Gruss & Co., LLC 20.84% Add +54.5% 8,500 $3.8M
Principal Financial Group Inc. 0.00% Reduce -8.9% 7,685 $3.7M
Accel Wealth Management 1.59% Add +4.8% 8,429 $3.7M
FWL Investment Management, LLC 2.06% Add +1.0% 8,418 $3.7M
ProVise Management Group, LLC 0.32% Reduce -32.2% 8,414 $3.7M
Legacy Advisory Services, LLC 3.54% Reduce -2.5% 8,408 $3.7M
Moneco Advisors, LLC 0.59% Reduce -1.4% 8,387 $3.7M
Westmount Partners, LLC 1.34% Add +3.3% 8,385 $3.7M
Vista Investment Partners LLC 1.28% Add +5.2% 8,383 $3.7M
Castle Wealth Management LLC 1.94% Reduce -4.0% 8,350 $3.7M
Rwa Wealth Partners, LLC 0.05% Reduce -79.8% 8,346 $3.7M
Raleigh Capital Management Inc. 1.60% Reduce -4.0% 8,332 $3.7M
Arrowroot Family Office, LLC 2.37% Add +3.6% 8,331 $3.7M
Covenant Asset Management, LLC 0.90% Add +3.6% 8,322 $3.7M
Cornerstone Advisory, LLC 0.53% Add +3.1% 8,298 $3.7M
Searle & Co. 0.93% No change 8,257 $3.7M
Strategies Wealth Advisors, LLC 0.56% Add +0.1% 8,246 $3.7M
Hartline Investment Corp./ 0.64% New 8,242 $3.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.64% Add +10.1% 8,242 $3.7M
Crestone Asset Management LLC 0.73% No change 8,212 $3.6M
Cynosure Group, LLC 0.65% Reduce -61.2% 8,211 $3.6M
King Luther Capital Management Corp. 0.02% Add +73.4% 8,200 $3.6M
Beam Wealth Advisors, Inc. 2.19% Add +39.3% 8,199 $3.6M
Insight Advisors, LLC/ PA 0.71% Add +18.4% 8,196 $3.6M
Gateway Advisory, LLC 0.64% Add +6.9% 8,174 $3.6M
Atalanta Sosnoff Capital, LLC 0.08% Add +34.4% 8,156 $3.6M
Montz Harcus Wealth Management LLC 2.45% Add +1.3% 8,153 $3.6M
Aprio Wealth Management, LLC 0.71% Add +55.7% 8,153 $3.6M
Advisors Capital Management, LLC 0.07% Add +8.1% 8,079 $3.6M
EverSource Wealth Advisors, LLC 0.28% Add +9.4% 8,435 $3.6M
Leelyn Smith, LLC 0.72% Add +3.5% 8,063 $3.6M
Fulton Breakefield Broenniman LLC 0.27% Reduce -0.4% 8,040 $3.6M
Global Assets Advisory, LLC 2.14% New 8,001 $3.6M
Riverstone Advisors, LLC 2.12% Add +25.0% 7,999 $3.6M
Defined Wealth Management, LLC 2.55% Reduce -0.1% 7,992 $3.5M
Sepio Capital, LP 0.30% Add +0.8% 7,992 $3.5M
Welch & Forbes LLC 0.05% Reduce -0.9% 7,981 $3.5M
Partners Capital Investment Group, LLP 0.11% Reduce -55.2% 7,978 $3.5M
JFS Wealth Advisors, LLC 0.28% Add +0.9% 7,966 $3.5M
PCG Wealth Advisors, LLC 1.67% Reduce -1.7% 7,932 $3.5M
Marmo Financial Group, LLC 2.14% Reduce -71.8% 7,924 $3.5M
Keebeck Wealth Management 0.52% Reduce -3.6% 7,895 $3.5M
Savvy Advisors, Inc. 2.01% Add +25.0% 7,868 $3.5M
River Wealth Advisors LLC 0.51% Reduce -0.7% 7,841 $3.5M
Cottage Street Advisors LLC 2.10% Add +28.1% 7,838 $3.5M
Purus Wealth Management, LLC 1.72% Reduce -3.3% 7,827 $3.5M
Financial Counselors Inc. 0.06% Reduce -2.5% 7,825 $3.5M
UMB Bank, n.a. 0.05% Add +6.0% 7,801 $3.5M
Armstrong Advisory Group, Inc. 0.34% No change 8,448 $3.5M
Quad-Cities Investment Group, LLC 2.02% Add +0.2% 7,775 $3.5M
SignalPoint Asset Management, LLC 0.95% Add +8.1% 7,793 $3.5M
MCF Advisors LLC 0.27% Reduce -1.6% 7,764 $3.4M
First Manhattan Co. Llc. 0.01% Reduce -4.8% 7,728 $3.4M
Comprehensive Financial Consultants Institutional, Inc. 1.43% Add +1.1% 7,747 $3.4M
Opinicus Capital, Inc. 3.04% Reduce -1.8% 7,706 $3.4M
Riggs Asset Managment Co. Inc. 1.00% Reduce -24.8% 7,700 $3.4M
Ellerson Group Inc. 2.60% Add +0.3% 7,671 $3.4M
FSC Wealth Advisors, LLC 2.40% No change 7,665 $3.4M
Colton Groome Financial Advisors, LLC 1.37% Reduce -8.6% 7,662 $3.4M
Financial Planning & Information Services, Inc. 0.51% Reduce -4.3% 7,649 $3.4M
Tempus Wealth Planning, LLC 1.49% Add +4.7% 7,619 $3.4M
Relyea Zuckerberg Hanson LLC 0.59% Add +33.5% 7,600 $3.4M
Guardian Wealth Advisors, LLC / NC 0.41% Add +131.6% 7,547 $3.4M
Interactive Financial Advisors, Inc. 1.85% Reduce -38.3% 7,532 $3.3M
Davis Investment Partners, LLC 1.46% Reduce -4.5% 7,623 $3.3M
Smith Anglin Financial, LLC 0.34% Reduce -8.0% 7,502 $3.3M
Petix & Botte Co 0.82% Reduce -49.3% 7,445 $3.3M
Roman Butler Fullerton & Co. 1.24% Add +4.3% 7,886 $3.3M
Capital Investment Advisors, LLC 0.08% Add +10.8% 7,409 $3.3M
Trust Co. of Toledo NA 0.51% Add +8.0% 7,409 $3.3M
Crew Capital Management, Ltd 2.66% Reduce -59.9% 7,369 $3.3M
Imprint Wealth LLC 0.79% Add +338.6% 7,311 $3.3M
XML Financial, LLC 0.33% Add +9.6% 7,322 $3.3M
Clearwater Capital Advisors, LLC 0.35% Reduce -2.4% 7,308 $3.2M
Sightline Wealth Advisors, LLC 2.13% Reduce -0.5% 7,294 $3.2M
Hilltop Holdings Inc. 0.36% Reduce -8.4% 7,292 $3.2M
Ameliora Wealth Management Ltd. 1.47% Add +15.9% 7,290 $3.2M
MIdWestOne Financial Group, Inc. 0.58% Add +5.5% 7,274 $3.2M
Schechter Investment Advisors, LLC 0.24% Add +161.0% 7,260 $3.2M
JPL Wealth Management, LLC 1.78% Add +33.0% 7,253 $3.2M
GSG Advisors LLC 1.18% Reduce -0.8% 7,274 $3.2M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.35% Add +4.0% 7,545 $3.2M
JMG Financial Group, Ltd. 0.12% Reduce -5.0% 7,205 $3.2M
Financial Futures Ltd Liability Co. 2.12% Add +40.5% 7,197 $3.2M
Woodmont Investment Counsel LLC 0.27% No change 7,171 $3.2M
Harmony Asset Management LLC 1.31% Reduce -5.7% 7,168 $3.2M
Journey Advisory Group, LLC 0.39% Reduce -1.7% 7,167 $3.2M
IPG Investment Advisors LLC 0.69% Reduce -23.1% 7,128 $3.2M
Bordeaux Wealth Advisors LLC 1.05% Add +4.3% 7,134 $3.2M
Sharper & Granite LLC 1.52% Reduce -0.8% 7,147 $3.1M
GeoWealth Management, LLC 0.12% Reduce -6.8% 7,057 $3.1M
Aspiriant, LLC 0.13% Add +22.3% 6,990 $3.1M
Soundwatch Capital LLC 0.60% Add +173.3% 6,966 $3.1M
Key Client Fiduciary Advisors, LLC 1.64% Add +0.7% 6,978 $3.1M
Atlas Private Wealth Management, LLC 1.30% Reduce -0.9% 6,967 $3.1M
Prosperity Consulting Group, LLC 0.39% Add +10.4% 6,963 $3.1M
Blue Bell Private Wealth Management, LLC 0.66% Reduce -4.2% 6,947 $3.1M
Noked Israel Ltd 0.83% No change 6,940 $3.1M
Sequent Planning LLC 1.11% — 6,939 $3.1M
Great Lakes Retirement, Inc. 0.46% Add +6.7% 6,925 $3.1M
Levin Capital Strategies, L.P. 0.31% Add +27.8% 6,905 $3.1M
Sugarloaf Wealth Management, LLC 0.64% Add +0.4% 6,903 $3.1M
Drexel Morgan & Co. 0.63% No change 6,900 $3.1M
Blackston Financial Advisory Group, LLC 2.03% Reduce -7.0% 6,877 $3.1M
Essex Bank 0.89% No change 7,453 $3.1M
Royal Capital Wealth Management, LLC 2.39% Add +20.4% 6,864 $3.0M
Keeley-Teton Advisors, LLC 0.38% Reduce -11.3% 6,863 $3.0M
Beaton Management Co. Inc. 1.66% Add +0.7% 6,852 $3.0M
First National Trust Co 0.12% Add +0.0% 6,844 $3.0M
Game Plan Financial Advisors, LLC 1.75% Reduce -1.4% 6,829 $3.0M
Macroview Investment Management LLC 3.36% Add +2.7% 6,827 $3.0M
NFSG Corp 1.31% Add +30.0% 6,770 $3.0M
Becker Capital Management Inc. 0.10% Add +8.0% 6,758 $3.0M
Frisch Financial Group, Inc. 1.00% Reduce -0.7% 6,766 $3.0M
Optimist Retirement Group LLC 1.54% Add +0.0% 6,753 $3.0M
YHB Investment Advisors, Inc. 0.26% Reduce -2.3% 6,721 $3.0M
Baker Tilly Wealth Management, LLC 0.54% Add +21.5% 6,720 $3.0M
Signaturefd, LLC 0.06% Add +1.8% 6,720 $3.0M
Peddock Capital Advisors, LLC 0.78% Reduce -2.8% 6,709 $3.0M
Kaydan Wealth Management, Inc. 1.01% Add +1.0% 6,694 $3.0M
Independent Advisor Alliance 0.11% Add +106.6% 6,672 $3.0M
SouthState Bank Corp 0.23% Reduce -0.7% 6,672 $3.0M
Advance Capital Management, Inc. 0.20% Add +30.2% 6,664 $3.0M
Retirement Guys Formula LLC 1.44% Add +284.5% 6,637 $2.9M
Greenfield Savings Bank 1.54% Add +4.0% 6,587 $2.9M
First Foundation Advisors 0.12% Reduce -7.7% 6,578 $2.9M
Howard Capital Management Group, LLC 0.22% Add +0.1% 6,568 $2.9M
Fishman Jay A Ltd. 0.32% No change 6,550 $2.9M
Capital Group Private Client Services, Inc. 0.03% Add +2.8% 6,546 $2.9M
LBMC Investment Advisors, LLC 0.25% Add +17.7% 6,527 $2.9M
Ayalon Insurance Comp Ltd. 0.96% Reduce -38.9% 6,500 $2.9M
Codex Capital, L.L.C. 1.41% No change 6,500 $2.9M
Cantor Fitzgerald, L. P. 0.70% Reduce -17.2% 6,498 $2.9M
Second Half Financial Partners, LLC 1.28% Reduce -24.0% 6,482 $2.9M
Americana Partners, LLC 0.24% No change 6,447 $2.9M
NCP Inc. 1.98% — 6,444 $2.9M
Marco Investment Management LLC 0.27% No change 6,438 $2.9M
Strategic Family Wealth Counselors, L.L.C. 1.13% Reduce -12.5% 6,437 $2.9M
Geneva Partners, LLC 1.26% Add +10.4% 6,434 $2.9M
Wagner Wealth Management, LLC 0.87% Reduce -6.8% 6,430 $2.9M
Sollinda Capital Management LLC 0.89% Add +455.6% 6,428 $2.9M
Baker Ellis Asset Management LLC 0.42% Add +1.6% 6,425 $2.9M
Sterling Financial Planning, Inc. 1.16% Reduce -4.7% 6,421 $2.9M
Lauterbach Financial Advisors, LLC 1.86% Add +14.0% 6,393 $2.8M
Trust Co 0.37% Reduce -0.6% 6,389 $2.8M
Aviance Capital Partners, LLC 0.42% Add +41.4% 6,381 $2.8M
Hudock, Inc. 0.62% Reduce -83.9% 6,379 $2.8M
NovaPoint Capital, LLC 0.99% Add +1.1% 6,378 $2.8M
Prospect Financial Services LLC 2.33% Add +1.4% 6,364 $2.8M
BayBridge Capital Group, LLC 2.46% Add +2.6% 6,730 $2.8M
Higgins & Schmidt Wealth Strategies LLC 2.08% Reduce -3.1% 6,343 $2.8M
Napa Wealth Management 1.48% Reduce -4.2% 6,341 $2.8M
NDWM LLC 2.56% Add +0.8% 6,333 $2.8M
Brandywine Oak Private Wealth LLC 0.29% No change 6,321 $2.8M
Mitchell McLeod Pugh & Williams Inc. 0.67% Reduce -0.2% 6,308 $2.8M
Jones Financial Companies LLLP 0.00% Add +268.1% 6,298 $2.8M
First Citizens Bank & Trust Co. 0.05% Add +22.1% 6,289 $2.8M
Gateway Wealth Partners, LLC 1.00% Add +2.6% 6,259 $2.8M
Guardian Asset Advisors, LLC 2.30% Add +38.6% 6,257 $2.8M
Investmark Advisory Group LLC 1.52% Reduce -2.5% 6,225 $2.8M
Coordinated Financial Services, Inc. 2.44% — 6,212 $2.8M
Strait & Sound Wealth Management LLC 1.53% Add +1.2% 6,159 $2.7M
Congress Park Capital LLC 1.21% Reduce -10.5% 6,165 $2.7M
Capital Wealth Alliance, LLC 1.62% Add +17.9% 6,161 $2.7M
Tyche Wealth Partners LLC 0.67% Add +3.2% 6,160 $2.7M
Samalin Investment Counsel, LLC 1.30% Add +8.8% 6,137 $2.7M
Cora Capital Advisors LLC 1.45% Reduce -1.9% 6,116 $2.7M
Oxford Wealth Group, LLC 2.45% — 6,065 $2.7M
Bright Financial Advisors, Inc. 2.01% — 6,300 $2.7M
State Farm Mutual Automobile Insurance Co. 0.00% No change 6,000 $2.7M
Paladin Advisory Group, LLC 2.10% Reduce -2.4% 5,969 $2.7M
Carl P. Sherr & Co., LLC 1.50% Reduce -6.3% 5,980 $2.7M
Apollon Financial, LLC 0.92% Add +2.3% 5,974 $2.7M
Lakeshore Financial Planning, Inc. 1.34% Add +4.8% 5,972 $2.7M
Summit X, LLC 0.67% Reduce -1.0% 5,921 $2.6M
Edge Capital Group, LLC 0.13% Reduce -11.3% 5,909 $2.6M
Keudell/Morrison Wealth Management 0.79% Add +0.2% 5,901 $2.6M
Fortitude Advisory Group L.L.C. 1.48% Add +7.8% 5,894 $2.6M
Truvestments Capital LLC 1.01% Add +52.5% 5,889 $2.6M
Denver Wealth Management, Inc. 1.33% Reduce -20.0% 5,858 $2.6M
Fiduciary Alliance LLC 0.46% Add +101.1% 5,836 $2.6M
Napatree Capital LLC 2.51% Reduce -1.2% 6,110 $2.6M
Unique Wealth Strategies, LLC 1.27% New 5,841 $2.6M
Capital Analysts, LLC 0.12% Add +2.7% 5,840 $2.6M
Financial Management Network Inc. 0.65% Reduce -10.3% 5,949 $2.6M
Cypress Wealth Services, LLC 0.60% Reduce -5.7% 5,831 $2.6M
Salem Investment Counselors Inc. 0.08% Add +0.7% 5,816 $2.6M
Schear Investment Advisers, LLC 2.07% Add +47.8% 5,794 $2.6M
Kanawha Capital Management LLC 0.21% Add +25.7% 5,782 $2.6M
Capital Planning LLC 0.83% Reduce -44.3% 5,745 $2.6M
BBR Partners, LLC 0.20% Add +9.4% 5,752 $2.6M
Fidelis Capital Partners, LLC 0.39% Reduce -5.3% 5,739 $2.5M
Cherrydale Wealth Management, LLC 1.19% Reduce -3.3% 5,729 $2.5M
Triumph Capital Management 1.03% Add +1.1% 5,702 $2.5M
Hilltop National Bank 0.86% — 5,714 $2.5M
Compass Financial Group, INC 0.59% Add +4.5% 5,706 $2.5M
Pacific Sun Financial Corp 1.47% Add +8.6% 5,702 $2.5M
Wbi Investments, LLC 0.53% New 5,694 $2.5M
CBIZ Investment Advisory Services, LLC 0.18% No change 5,667 $2.5M
Kingfisher Capital LLC 0.61% Reduce -0.8% 5,643 $2.5M
N.E.W. Advisory Services LLC 0.28% Add +5.4% 5,584 $2.5M
Estate Counselors, LLC 0.28% Reduce -90.8% 5,584 $2.5M
Montag A & Associates Inc. 0.12% Add +155.1% 5,576 $2.5M
Cascade Financial Partners, LLC 0.36% — 5,654 $2.5M
Capital Asset Advisory Services LLC 0.14% Reduce -10.6% 5,622 $2.5M
Family Asset Management, LLC 1.55% Reduce -0.8% 5,574 $2.5M
Laird Norton Wetherby Wealth Management, LLC 0.12% Add +1.8% 5,562 $2.5M
Badgley Phelps Wealth Managers, LLC 0.06% Add +7.7% 5,554 $2.5M
Raab & Moskowitz Asset Management LLC 0.69% Add +20.7% 5,547 $2.5M
NorthStar Asset Management LLC 1.86% Add +2.7% 5,541 $2.5M
Peregrine Asset Advisers, Inc. 0.98% Add +1.0% 5,536 $2.5M
Heritage Investors Management Corp. 0.09% Reduce -2.5% 5,535 $2.5M
Glassman Wealth Services 0.50% Reduce -0.2% 5,527 $2.5M
Pacific Wealth Management 1.40% No change 5,976 $2.4M
FC Advisory LLC 0.90% Reduce -0.8% 5,505 $2.4M
Cladis Investment Advisory, LLC 1.79% Add +12.9% 5,502 $2.4M
Source Financial Advisors LLC 0.74% Reduce -28.7% 5,484 $2.4M
Chevy Chase Trust Holdings, LLC 0.01% Add +10.5% 5,483 $2.4M
Kelleher Financial Advisors 1.00% Reduce -2.3% 5,454 $2.4M
Christensen, King & Associates Investment Services, Inc. 1.21% Add +1.7% 5,445 $2.4M
Kesler, Norman & Wride, LLC 0.51% No change 5,415 $2.4M
Tanglewood Legacy Advisors, LLC 1.18% No change 5,412 $2.4M
Verdence Capital Advisors LLC 0.22% Reduce -3.8% 5,400 $2.4M
Nvest Financial, LLC 1.60% Add +14.9% 5,399 $2.4M
Oxbow Advisors, LLC 0.34% Reduce -6.3% 5,391 $2.4M
Alaska Permanent Fund Corp 0.04% No change 5,382 $2.4M
SP Asset Management LLC 0.22% Add +62.1% 5,377 $2.4M
Panoramic Investment Advisors, LLC 1.76% Add +1.9% 5,369 $2.4M
Global Wealth Strategies & Associates 0.89% Reduce -4.8% 5,353 $2.4M
Dopkins Wealth Management, LLC 1.43% Add +22.0% 5,350 $2.4M
Affinity Capital Advisors, LLC 0.53% Reduce -0.9% 5,334 $2.4M
KKM Financial LLC 1.15% Add +0.4% 5,328 $2.4M
Private Wealth Group, LLC 1.23% Add +10.5% 5,327 $2.4M
Central Pacific Bank - Trust Division 0.31% — 5,311 $2.4M
Total Clarity Wealth Management, Inc. 0.81% Add +5.1% 5,278 $2.3M
Fiduciary Trust Co 0.04% Add +1.1% 5,278 $2.3M
City Holding Co. 0.35% Add +36.2% 5,278 $2.3M
Advisors Management Group Inc. 0.58% Add +2.8% 5,277 $2.3M
Gotham Asset Management 0.04% Reduce -2.5% 5,267 $2.3M
Kensington Investment Counsel, LLC 1.07% Add +3.1% 5,256 $2.3M
Argent Trust Co 0.10% Add +4.7% 5,237 $2.3M
Lake Hills Wealth Management, LLC 2.09% No change 5,231 $2.3M
Inscription Capital, LLC 0.38% Add +165.3% 5,231 $2.3M
TNF LLC 0.92% Reduce -2.4% 5,443 $2.3M
Saxony Capital Management, LLC 2.80% Reduce -6.8% 5,222 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% Add +4.1% 5,206 $2.3M
Fairway Wealth LLC 1.57% Add +409.3% 5,200 $2.3M
Bluespring Wealth Management, LLC 0.25% Reduce -4.2% 5,191 $2.3M
Cutter & CO Brokerage, Inc. 0.57% Reduce -1.2% 5,195 $2.3M
Mayflower Financial Advisors, LLC 0.39% Add +7.6% 5,186 $2.3M
American National Bank & Trust 0.30% Reduce -0.9% 5,180 $2.3M
WoodTrust Financial Corp 0.36% Reduce -15.4% 5,157 $2.3M
Capital Planning Advisors, LLC 0.40% No change 5,144 $2.3M
Advanced Asset Management Advisors Inc 0.56% Reduce -0.5% 5,139 $2.3M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 5,425 $2.3M
Mattern Capital Management, LLC 0.31% No change 5,103 $2.3M
Waters Parkerson & Co., LLC 0.12% Add +2.7% 5,100 $2.3M
Mezzasalma Advisors, LLC 1.07% Reduce -18.3% 5,097 $2.3M
Benedict Financial Advisors Inc. 0.57% Add +1.1% 5,094 $2.3M
EPIQ Capital Group, LLC 0.90% Add +2.1% 5,085 $2.3M
Signature Estate & Investment Advisors LLC 0.06% Reduce -4.0% 5,085 $2.3M
Sonora Investment Management Group, LLC 0.18% New 5,068 $2.3M
Prelude Capital Management, LLC 0.15% New 5,068 $2.3M
Watts Gwilliam & Co., LLC 0.70% — 5,046 $2.3M
EPG Wealth Management LLC 0.55% Reduce -2.9% 5,062 $2.2M
Smart Portfolios, LLC 2.37% Reduce -4.9% 5,057 $2.2M
Contravisory Investment Management, Inc. 0.50% Add +0.1% 5,054 $2.2M
Catalyst Capital Advisors LLC 0.05% Reduce -11.1% 5,028 $2.2M
Fortis Capital Management LLC 0.58% Add +2.4% 5,023 $2.2M
NWK Group, Inc. 1.04% Reduce -2.3% 5,022 $2.2M
OxenFree Capital LLC 2.03% Add +3.3% 5,007 $2.2M
Aristides Capital LLC 0.95% Reduce -78.0% 5,000 $2.2M
Corsair Capital Management, L.P. 0.62% New 5,000 $2.2M
Pentwater Capital Management LP 0.04% Reduce -60.0% 5,000 $2.2M
Mainsail Financial Group, LLC 1.52% Add +3.2% 4,983 $2.2M
Revolve Wealth Partners, LLC 0.38% Add +6.6% 4,979 $2.2M
Seamount Financial Group Inc. 1.94% Add +14.2% 4,976 $2.2M
Delta Investment Management, LLC 0.50% Add +12.1% 4,963 $2.2M
Wilbanks Smith & Thomas Asset Management LLC 0.06% Reduce -3.0% 4,948 $2.2M
Thrive Capital Management, LLC 1.17% Add +299.9% 4,943 $2.2M
Financial Perspectives, Inc 0.83% Add +3.2% 4,932 $2.2M
LFA - Lugano Financial Advisors SA 1.59% Add +91.4% 4,930 $2.2M
Sapient Capital LLC 0.05% Add +4.4% 4,923 $2.2M
CenterStar Asset Management, LLC 4.52% Reduce -77.5% 4,918 $2.2M
Syntax Research, Inc. 1.67% Reduce -7.7% 4,912 $2.2M
EHP Funds Inc. 1.50% Reduce -94.0% 4,900 $2.2M
Insight Wealth Strategies, LLC 0.32% Add +44.6% 4,900 $2.2M
Journey Strategic Wealth LLC 0.10% Reduce -0.5% 4,864 $2.2M
Guidance Capital, Inc. 0.80% Add +44.3% 5,010 $2.2M
Saxon Interests, Inc. 1.02% Reduce -1.4% 4,841 $2.1M
Patten & Patten Inc. 0.15% Add +10.0% 4,840 $2.1M
Lokken Investment Group LLC 1.07% Add +0.0% 4,818 $2.1M
Oxford Financial Group, LTD. LLC 0.15% Add +46.1% 4,788 $2.1M
Root Financial Partners, LLC 0.63% Reduce -4.3% 4,782 $2.1M
Investment Advisory Group, LLC 0.88% Add +10.0% 4,777 $2.1M
Wellspring Financial Advisors, LLC 0.34% Reduce 0.0% 1,436,132 $2.1M
Advisor OS, LLC 0.24% Add +79.7% 4,774 $2.1M
Savior LLC 11.35% Add +11.2% 4,764 $2.1M
Tyler-Stone Wealth Management 0.94% Add +18.7% 4,759 $2.1M
CVA Family Office, LLC 0.38% Add +2.1% 4,759 $2.1M
Sound Income Strategies, LLC 0.16% Add +230.0% 4,749 $2.1M
Institutional & Family Asset Management, LLC 0.34% Reduce -2.6% 4,746 $2.1M
Chapin Davis, Inc. 0.77% Add +13.3% 4,738 $2.1M
Family Manage LLC 0.39% Add +10.4% 4,732 $2.1M
Hayek Kallen Investment Management 0.81% Add +0.3% 4,731 $2.1M
Executive Wealth Group LLC 0.44% Add +200.6% 4,833 $2.1M
QRG Capital Management, Inc. 0.03% Reduce -16.2% 4,715 $2.1M
Harbour Trust & Investment Management Co 0.26% Reduce -2.0% 4,700 $2.1M
Clarity Capital Partners LLC 1.37% Add +7.8% 4,679 $2.1M
Dorsey & Whitney Trust CO LLC 0.14% Reduce -27.2% 4,677 $2.1M
Stewardship Advisors, LLC 0.71% Reduce -76.0% 4,676 $2.1M
1ST Source Bank 0.12% Reduce -2.6% 4,676 $2.1M
Sage Investment Advisers LLC 2.37% Add +2.5% 4,657 $2.1M
Uptick Partners, LLC 1.57% Reduce -24.5% 4,646 $2.1M
Zhang Financial LLC 0.15% Add +6.0% 4,635 $2.1M
Belmont Capital, LLC 0.56% New 4,634 $2.1M
Investors Asset Management of Georgia Inc. /Ga/ 0.97% Reduce -18.2% 4,630 $2.1M
Zega Financial, LLC 0.89% Reduce -61.6% 4,630 $2.1M
First Hawaiian Bank 0.06% No change 4,629 $2.1M
Tritonpoint Wealth, LLC 0.21% No change 5,015 $2.1M
Walker Financial Services, Inc. 1.69% Add +0.7% 4,625 $2.1M
Independent Wealth Network Inc. 0.96% Reduce -2.4% 4,617 $2.1M
Edge Financial Advisors LLC 1.80% — 4,597 $2.0M
Manhattan West Asset Management, LLC 0.49% Add +14.8% 4,597 $2.0M
WFA Asset Management Corp 1.06% Add +70.6% 4,577 $2.0M
Harbor Investment Advisory, LLC 0.21% Reduce -0.7% 4,569 $2.0M
Home Federal Bank of Tennessee 0.63% Add +10.8% 4,563 $2.0M
Fayez Sarofim & Co 0.01% No change 4,559 $2.0M
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -2.6% 4,550 $2.0M
Clarius Group, LLC 0.14% No change 4,545 $2.0M
Glenview Trust Co 0.04% Add +12.3% 4,543 $2.0M
Kaizen Financial Strategies 1.37% Add +1.3% 4,530 $2.0M
REDW Wealth LLC 0.54% Reduce -5.2% 4,517 $2.0M
Bank of Marin 1.76% Reduce -2.9% 4,512 $2.0M
One Day In July LLC 0.27% Reduce -0.4% 4,501 $2.0M
Oribel Capital Management, LP 0.23% Add +109.3% 4,500 $2.0M
Adamsbrown Wealth Consultants LLC 0.81% Add +0.6% 4,497 $2.0M
MSH Capital Advisors LLC 0.70% Reduce -6.7% 4,492 $2.0M
Valley Financial Group, Inc. 1.51% Reduce -13.5% 4,477 $2.0M
Calamos Wealth Management LLC 0.11% Reduce -2.3% 4,452 $2.0M
Rothschild Wealth LLC 0.69% — 4,434 $2.0M
Black Diamond Financial, LLC 0.53% No change 4,801 $2.0M
Physician Wealth Advisors, Inc. 0.41% Add +3.4% 4,560 $2.0M
TFB Advisors LLC 0.71% Add +23.6% 4,654 $2.0M
Pathway Financial Advisors LLC 0.53% Add +4.5% 4,408 $2.0M
Fort Point Capital Partners LLC 0.26% Reduce -3.8% 4,397 $2.0M
Atom Investors LP 0.25% New 4,393 $2.0M
Mascoma Wealth Management LLC 0.55% Reduce -3.6% 4,391 $1.9M
LWM Advisory Services, LLC 1.56% Reduce -4.3% 4,452 $1.9M
Capital Market Strategies LLC 1.49% Add +1.3% 4,384 $1.9M
Personal Cfo Solutions, LLC 0.30% Add +3.9% 4,383 $1.9M
Northern Financial Advisors Inc 1.52% Reduce -0.5% 4,373 $1.9M
Hummer Financial Advisory Services Inc 1.60% Add +0.4% 4,366 $1.9M
Jasper Ridge Partners, L.P. 0.06% Add +53.1% 4,371 $1.9M
Cubist Systematic Strategies, LLC 0.02% New 4,371 $1.9M
Simon Quick Advisors, LLC 0.15% Add +0.4% 4,361 $1.9M
Smartleaf Asset Management LLC 0.37% Add +1.8% 4,344 $1.9M
Avidian Wealth Enterprises, LLC 0.10% Reduce -4.9% 4,349 $1.9M
Arvest Investments, Inc. 0.30% Reduce -1.5% 4,325 $1.9M
Massachusetts Wealth Management 1.35% Add +1.5% 4,314 $1.9M
Westwind Capital 0.48% Reduce -6.7% 4,314 $1.9M
Vertex Planning Partners, LLC 0.53% Reduce -1.5% 4,298 $1.9M
Cadence Bank 0.14% Add +0.5% 4,293 $1.9M
Van Hulzen Asset Management, LLC 0.13% Reduce -20.6% 4,290 $1.9M
Moss Adams Wealth Advisors LLC 0.31% Reduce -0.3% 4,281 $1.9M
Florida Trust Wealth Management Co 0.06% Add +2.4% 4,273 $1.9M
Laidlaw Wealth Management LLC 1.06% Reduce -26.0% 4,270 $1.9M
NorthCrest Asset Manangement, LLC 0.06% Reduce -12.1% 4,269 $1.9M
Birchcreek Wealth Management, LLC 0.99% Reduce -6.9% 4,256 $1.9M
Goelzer Investment Management, Inc. 0.11% Reduce -3.1% 4,247 $1.9M
Cypress Asset Management Inc. 0.51% Reduce -11.5% 3,704 $1.9M
Mathes Company, Inc. 0.71% Reduce -2.3% 4,210 $1.9M
PICTET BANK & TRUST Ltd 1.96% No change 4,200 $1.9M
Diversified, LLC 0.26% Reduce -1.6% 4,185 $1.9M
Cardinal Point Capital Management ULC 0.35% Add +23.9% 4,177 $1.9M
HF Advisory Group, LLC 1.04% Reduce -3.4% 4,172 $1.9M
Sanctuary Wealth Management, L.L.C. 1.50% Add +886.7% 4,154 $1.8M
Valtinson Bruner Financial Planning LLC 0.79% Reduce -0.1% 4,153 $1.8M
Perennial Advisors, LLC 0.43% No change 4,147 $1.8M
Westwood Wealth Management 0.90% Add +14.7% 4,145 $1.8M
American Money Management, LLC 0.38% Add +0.1% 4,131 $1.8M
Gold Investment Management Ltd. 0.74% Reduce -0.7% 4,121 $1.8M
Symphony Financial, Ltd. Co. 0.43% Reduce -3.7% 4,114 $1.8M
J. L. Bainbridge & Co., Inc. 0.19% No change 4,108 $1.8M
Menora Mivtachim Holdings LTD. 0.01% No change 4,093 $1.8M
Bartlett & Co. Wealth Management LLC 0.03% Add +0.1% 4,072 $1.8M
Innova Wealth Partners 1.40% Reduce -68.9% 4,077 $1.8M
PBMares Wealth Management LLC 0.47% Add +1.4% 4,071 $1.8M
Cherry Creek Investment Advisors, Inc. 0.98% Reduce -8.9% 4,070 $1.8M
Sentinel Trust Co. Lba 0.23% Reduce -74.9% 4,063 $1.8M
Braun-Bostich & Associates Inc. 1.51% Reduce -21.3% 4,058 $1.8M
Beaumont Financial Advisors, LLC 0.15% Reduce -19.9% 4,057 $1.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -93.0% 4,053 $1.8M
McAdam, LLC 0.12% Add +8.0% 4,048 $1.8M
Asset Allocation & Management Company, LLC 1.18% No change 4,048 $1.8M
Pasadena Private Wealth, LLC 0.41% Add +0.4% 4,033 $1.8M
Kiely Wealth Advisory Group, Inc. 1.02% Add +3.0% 4,131 $1.8M
Front Row Advisors LLC 0.66% Add +13.1% 4,007 $1.8M
Resonant Capital Advisors, LLC 0.15% No change 4,000 $1.8M
JFG Wealth Management, LLC 0.48% Reduce -20.0% 4,000 $1.8M
Victory Financial Group, LLC 1.05% Reduce -14.1% 3,997 $1.8M
Tocqueville Asset Management L.P. 0.03% Add +3.7% 3,968 $1.8M
Lyell Wealth Management, LP 0.18% Reduce -11.5% 3,957 $1.8M
Requisite Capital Management, LLC 0.38% New 3,937 $1.7M
Northwest Bancshares, Inc. 0.28% New 3,941 $1.7M
United Asset Strategies, Inc. 0.17% Reduce -5.4% 3,933 $1.7M
Semus Wealth Partners LLC 1.47% Reduce -9.9% 3,926 $1.7M
Orange Investment Advisors, Inc. 0.21% Reduce -3.0% 3,925 $1.7M
Ridgewood Investments LLC 0.92% Reduce -0.7% 3,921 $1.7M
Ridgecrest Wealth Partners, LLC 1.03% No change 3,890 $1.7M
Accurate Wealth Management, LLC 0.50% Reduce -90.7% 4,160 $1.7M
WESPAC Advisors, LLC 1.00% Add +43.0% 3,883 $1.7M
Websterrogers Financial Advisors, LLC 0.61% No change 3,876 $1.7M
Burney Co./ 0.07% Reduce -6.7% 3,867 $1.7M
Rareview Capital LLC 1.69% New 3,864 $1.7M
Aire Advisors, LLC 0.39% Add +15.1% 3,852 $1.7M
Balefire, LLC 0.62% Reduce -6.9% 3,844 $1.7M
Wealth Management Associates, Inc. 0.80% Add +43.5% 3,562 $1.7M
Private Client Services, LLC 1.14% Add +47.5% 3,836 $1.7M
Tower Wealth Partners, Inc. 1.10% Add +2.5% 3,830 $1.7M
Fairview Capital Investment Management, LLC 0.10% Reduce -16.9% 3,829 $1.7M
Summit Asset Management, LLC 0.20% Reduce -1.3% 3,795 $1.7M
Copperleaf Capital, LLC 1.46% Reduce -13.6% 3,789 $1.7M
CFS Investment Advisory Services, LLC 0.28% Add +2.6% 3,786 $1.7M
Collaborative Wealth Managment Inc. 0.84% Reduce -4.3% 3,785 $1.7M
Pinnacle Bancorp, Inc. 0.50% No change 3,785 $1.7M
Quantum Private Wealth, LLC 0.62% No change 3,782 $1.7M
E Fund Management (Hong Kong) Co., Ltd. 1.10% No change 3,781 $1.7M
E Fund Management Co., Ltd. 0.10% No change 3,781 $1.7M
WT Wealth Management 0.60% Add +9.1% 3,776 $1.7M
Rakuten Securities, Inc. 0.73% Reduce -45.0% 3,766 $1.7M
Central Valley Advisors, LLC 0.86% Reduce -6.2% 3,764 $1.7M
Waldron Private Wealth LLC 0.08% Add +1.5% 3,758 $1.7M
Davis R M Inc. 0.04% Add +15.3% 3,763 $1.7M
Redwood Financial Network Corp 1.45% Add +2.0% 3,762 $1.7M
Country Club Bank 0.12% Reduce -0.4% 3,761 $1.7M
Callan Family Office, LLC 0.39% Reduce -9.7% 3,756 $1.7M
Rinkey Investments 0.61% Reduce -42.4% 3,755 $1.7M
MAS Advisors LLC 1.92% No change 3,753 $1.7M
Patrick M Sweeney & Associates, Inc. 1.37% Reduce -3.1% 3,748 $1.7M
Dearborn Partners LLC 0.07% Add +1.3% 3,747 $1.7M
StoneCrest Wealth Management, Inc. 1.44% Reduce -5.2% 3,746 $1.7M
Accredited Investors Inc. 0.11% Add +4.7% 3,741 $1.7M
Millennium Capital Advisors, LLC 1.17% Add +1.4% 3,726 $1.7M
McDonald Partners LLC 0.45% Reduce -3.3% 3,706 $1.6M
United Advisor Group, LLC 0.62% New 3,706 $1.6M
T. Rowe Price Associates Inc. 0.00% No change 3,702 $1.6M
FSA Advisors, Inc. 1.76% Add +15.3% 3,702 $1.6M
Cambridge Financial Group, LLC 0.78% Add +0.1% 3,693 $1.6M
Wealth Effects LLC 0.60% Add +1.1% 3,682 $1.6M
Invesco Ltd. 0.00% Reduce -68.8% 3,663 $1.6M
FSM Wealth Advisors, LLC 0.58% Add +1.1% 3,661 $1.6M
Kraft, Davis & Associates, LLC 0.49% Reduce -80.6% 3,663 $1.6M
Oder Investment Management, LLC 1.51% Reduce -1.2% 3,651 $1.6M
TCI Wealth Advisors, Inc. 0.16% Add +14.1% 3,651 $1.6M
Forum Financial Management, LP 0.03% Reduce -5.1% 3,646 $1.6M
Mairs & Power Inc. 0.02% Reduce -22.8% 3,631 $1.6M
WMG Financial Advisors, LLC 0.92% Reduce -2.2% 3,629 $1.6M
&partners 0.22% Add +27.1% 3,580 $1.6M
Hutchens & Kramer Investment Management Group, LLC 0.95% Add +2.9% 3,612 $1.6M
Tranquility Partners, LLC 0.62% Reduce -5.5% 3,620 $1.6M
L.M. Kohn & Company 0.45% Add +19.7% 3,596 $1.6M
McClarren Financial Advisors, Inc. 1.15% Reduce -0.3% 3,593 $1.6M
Procyon Advisors, LLC 0.12% Add +15.7% 3,580 $1.6M
Colorado Capital Management, Inc. 0.92% No change 3,571 $1.6M
Dana Investment Advisors, Inc. 0.05% Reduce -27.0% 3,563 $1.6M
Dash Acquisitions Inc. 0.50% Reduce -1.9% 3,714 $1.6M
Darden Wealth Group Inc 1.24% Add +4.7% 3,553 $1.6M
Diversified Portfolios, Inc. 0.22% Reduce -0.6% 3,528 $1.6M
Ignite Planners, LLC 0.44% Add +10.2% 3,520 $1.6M
Pursue Wealth Partners LLC 0.92% Add +22.6% 3,521 $1.6M
Selective Wealth Management, Inc. 0.68% Reduce -1.1% 3,565 $1.6M
Clark Asset Management, LLC 0.48% New 3,515 $1.6M
WMS Partners, LLC 0.11% Reduce -1.4% 3,505 $1.6M
Aldebaran Financial Inc. 2.20% Add +2.8% 3,501 $1.6M
Atlas Brown,Inc. 0.57% Add +3.1% 3,500 $1.6M
49 Wealth Management, LLC 0.33% Add +3.4% 3,491 $1.6M
Sfm, LLC 1.19% Reduce -6.2% 3,494 $1.6M
Adero Partners, LLC 0.12% Reduce -3.3% 3,477 $1.5M
Slagle Financial, LLC 0.84% Reduce -50.1% 3,476 $1.5M
West Coast Financial LLC 0.19% Add +2.7% 3,474 $1.5M
Carmichael Hill & Associates, Inc. 0.63% Add +0.6% 3,466 $1.5M
Cornerstone Wealth Group, LLC 0.14% Add +47.2% 3,463 $1.5M
Fort Sheridan Advisors LLC 0.29% Add +5.0% 3,454 $1.5M
Red Door Wealth Management, LLC 0.29% Add +56.7% 3,445 $1.5M
Kapstone Financial Advisors LLC 1.04% Add +21.1% 3,444 $1.5M
BNC Wealth Management, LLC 0.65% Reduce -61.7% 3,439 $1.5M
Family Investment Center, Inc. 0.49% Add +14.7% 3,432 $1.5M
Dock Street Asset Management Inc. 0.23% Add +10.1% 3,422 $1.5M
Guyasuta Investment Advisors Inc. 0.11% No change 3,700 $1.5M
Spotlight Asset Group, Inc. 1.08% Reduce -2.2% 3,402 $1.5M
Sierra Capital LLC 0.20% No change 3,393 $1.5M
Chilton Capital Management LLC 0.07% Add +0.1% 3,386 $1.5M
waypoint wealth counsel 1.16% Add +1.1% 3,379 $1.5M
Fort Pitt Capital Group, LLC 0.05% Reduce -3.7% 3,376 $1.5M
Apella Capital, LLC 0.08% Add +1.8% 3,382 $1.5M
CFO4Life Group, LLC 0.27% Reduce -3.8% 3,368 $1.5M
Milestone Asset Management, LLC 0.43% Add +255.7% 3,351 $1.5M
Mosaic Financial Group, LLC 1.19% — 3,336 $1.5M
First Commonwealth Financial Corp 0.39% No change 3,321 $1.5M
Wellington Shields & Co., LLC 0.49% Add +32.2% 3,311 $1.5M
Annex Advisory Services, LLC 0.05% Reduce -10.2% 3,305 $1.5M
Meridian Management Co. 0.40% No change 3,294 $1.5M
TrinityPoint Wealth, LLC 0.24% Add +0.2% 3,285 $1.5M
F&V Capital Management, LLC 0.43% Add +19.4% 3,273 $1.5M
Performance Wealth Partners, LLC 0.06% Add +0.3% 3,272 $1.5M
Whitaker-Myers Wealth Managers, LTD. 0.61% Reduce -12.3% 3,269 $1.5M
Colonial River Investments, LLC 0.82% Reduce -22.8% 3,267 $1.5M
Abound Wealth Management 0.55% Reduce -3.2% 3,261 $1.4M
Williams & Novak, LLC 1.64% No change 3,531 $1.4M
Prosperity Financial Group, Inc. 0.89% Add +8.7% 3,256 $1.4M
Cedar Wealth Management, LLC 0.48% Reduce -0.7% 3,254 $1.4M
Ballew Advisors, Inc 1.00% No change 3,295 $1.4M
Parsons Capital Management Inc. 0.10% Add +10.7% 3,252 $1.4M
HM Payson & Co. 0.03% Add +8.3% 3,248 $1.4M
Global Financial Private Client, LLC 0.62% Add +0.1% 3,238 $1.4M
CWA Asset Management Group, LLC 0.09% Add +11.6% 3,240 $1.4M
Cape Investment Advisory, Inc. 0.67% Add +17.3% 3,237 $1.4M
MKT Advisors LLC 0.79% Reduce -5.6% 3,277 $1.4M
First Washington CORP 0.55% No change 3,231 $1.4M
Gradient Investments LLC 0.03% Reduce -21.8% 3,224 $1.4M
Morton Brown Family Wealth, LLC 0.59% Add +0.9% 3,207 $1.4M
Northeast Investment Management 0.07% Add +12.6% 3,198 $1.4M
Bienville Capital Management, LLC 0.43% Add +0.1% 3,188 $1.4M
Investment Partners Asset Management, Inc. 1.28% Add +0.8% 3,192 $1.4M
Wolff Financial Management LLC 0.41% Reduce -13.7% 3,191 $1.4M
Weaver Consulting Group 0.52% Reduce -3.4% 3,166 $1.4M
Carolinas Wealth Consulting LLC 0.28% Add +34.6% 3,161 $1.4M
Salomon & Ludwin, LLC 0.12% Add +5.5% 3,160 $1.4M
First American Trust, FSB 0.15% Add +5.7% 3,153 $1.4M
DHK Financial Advisors, Inc. 0.99% Add +90.9% 3,150 $1.4M
Callan Capital, LLC 0.12% Add +0.9% 3,143 $1.4M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.4M
Atmos Capital Gestao DE Recursos Ltda. 0.17% No change 3,127 $1.4M
Vigilare Wealth Management 0.68% Reduce -27.8% 3,122 $1.4M
GHP Investment Advisors, Inc. 0.07% Reduce -4.6% 3,121 $1.4M
HHM Wealth Advisors, LLC 0.23% No change 3,110 $1.4M
Professional Financial Advisors, LLC 0.39% Add +166.2% 3,106 $1.4M
Denver PWM, LLC 0.53% New 3,151 $1.4M
Austin Private Wealth, LLC 0.16% Add +19.2% 3,104 $1.4M
Cairn Investment Group, Inc. 0.79% Reduce -19.7% 3,090 $1.4M
3EDGE Asset Management, LP 0.11% Add +140.3% 3,081 $1.4M
RPG Investment Advisory, LLC 0.21% Reduce -0.5% 3,078 $1.4M
Violich Capital Management, Inc. 0.20% Add +20.4% 3,075 $1.4M
Naples Global Advisors, LLC 0.14% Reduce -2.6% 3,061 $1.4M
Stiles Financial Services Inc 0.54% Reduce -5.5% 3,061 $1.4M
Park National Corp. 0.05% Add +45.7% 3,059 $1.4M
AllSquare Wealth Management LLC 0.79% No change 3,054 $1.4M
Iowa State Bank 0.30% No change 3,047 $1.4M
GenTrust, LLC 0.08% Add +25.0% 3,039 $1.4M
Lifeworks Advisors, LLC 0.38% Add +4.6% 3,042 $1.4M
Vernal Point Advisors, LLC 1.15% No change 3,035 $1.3M
Acas, LLC 1.30% New 3,032 $1.3M
Allen Mooney & Barnes Investment Advisors LLC 0.26% Add +4.9% 3,018 $1.3M
Chicago Capital, LLC 0.04% Add +2.2% 3,015 $1.3M
OneAscent Financial Services LLC 0.15% Add +46.7% 3,014 $1.3M
Ipswich Investment Management Co., Inc. 0.31% Reduce -1.1% 3,013 $1.3M
Veery Capital, LLC 0.55% Add +0.8% 3,003 $1.3M
Nicolet Bankshares Inc. 0.28% Reduce -29.6% 2,999 $1.3M
Shoker Investment Counsel, Inc. 0.47% Add +0.1% 2,987 $1.3M
Blue Fin Capital, Inc. 0.30% Reduce -2.0% 2,988 $1.3M
Wade Financial Advisory, Inc 0.48% No change 2,984 $1.3M
Sage Capital Advisors,llc 0.38% Add +0.1% 2,982 $1.3M
NCM Capital Management, LLC 0.74% No change 2,977 $1.3M
Camelot Technology Advisors, Inc. 1.22% Add +35.2% 2,960 $1.3M
BSW Wealth Partners 0.22% Add +7.8% 2,950 $1.3M
Redmont Wealth Advisors LLC 1.82% Add +1.3% 2,933 $1.3M
ETF Store, Inc. 0.74% Add +0.7% 2,921 $1.3M
Sand Hill Global Advisors, LLC 0.06% Add +282.9% 2,918 $1.3M
Sage Mountain Advisors LLC 0.13% Add +3.1% 2,904 $1.3M
Wealthspan Partners, LLC 0.76% Add +5.2% 2,892 $1.3M
KG Capital Management 0.51% Add +19.0% 2,892 $1.3M
Founders Financial Alliance, LLC 0.39% Add +16.9% 2,891 $1.3M
Willner & Heller, LLC 1.28% Add +1.6% 2,890 $1.3M
German American Bancorp, Inc. 0.15% No change 2,884 $1.3M
Rothschild Investment LLC 0.09% Add +8.4% 2,878 $1.3M
Balentine LLC 0.04% Add +263.0% 2,871 $1.3M
Sage Advisors, LLC 1.13% Add +340.8% 2,861 $1.3M
First PREMIER Bank 0.34% Reduce -20.1% 2,858 $1.3M
Pictet North America Advisors SA 0.14% Reduce -4.5% 2,846 $1.3M
Secure Asset Management, LLC 0.30% Reduce -2.4% 2,839 $1.3M
Wimmer Associates 1, LLC 0.66% No change 2,835 $1.3M
Wealthquest Corp 0.13% Add +27.4% 2,834 $1.3M
CKW Financial Group 0.16% Reduce -0.0% 2,824 $1.3M
Van Cleef Asset Management,Inc 0.16% Add +15.5% 2,829 $1.3M
Regent Peak Wealth Advisors LLC 0.32% Add +5.0% 2,825 $1.3M
MinichMacGregor Wealth Management, LLC 0.32% Reduce -26.2% 2,814 $1.3M
Manchester Capital Management LLC 0.15% Add +49.6% 2,812 $1.2M
Cannell & Spears LLC 0.03% Reduce -1.8% 2,803 $1.2M
Sassicaia Capital Advisers LLC 5.27% Add +86.7% 2,800 $1.2M
AQR Capital Management 0.00% Add +148.8% 2,787 $1.2M
Breed's Hill Capital LLC 1.14% Add +4.3% 2,785 $1.2M
Long Run Wealth Advisors, LLC 0.33% Reduce -0.2% 2,781 $1.2M
Chemistry Wealth Management LLC 0.33% Add +19.4% 2,773 $1.2M
Tortoise Investment Management, LLC 0.15% Add +37.0% 2,771 $1.2M
Wealth Architects, LLC 0.16% Add +2.8% 2,769 $1.2M
Allie Family Office LLC 0.72% Reduce -12.1% 2,764 $1.2M
CX Institutional 0.06% Add +605.1% 2,764 $1.2M
Roble, Belko & Company, Inc 0.21% Add +28.8% 2,764 $1.2M
Centurion Wealth Management LLC 0.48% Reduce -0.1% 2,762 $1.2M
Ruggaard & Associates LLC 0.58% Add +43.4% 2,759 $1.2M
Lombard Odier Asset Management (USA) Corp 0.18% New 2,757 $1.2M
Portside Wealth Group, LLC 0.23% Reduce -79.0% 2,742 $1.2M
Hirtle & Co., LLC 0.06% New 2,733 $1.2M
Consolidated Capital Management, LLC 0.58% Reduce -3.3% 2,732 $1.2M
Presidio Capital Management, LLC 0.88% Reduce -5.3% 2,732 $1.2M
Taylor Financial Group, Inc. 0.92% Reduce -1.8% 2,730 $1.2M
O'Dell Group, LLC 0.30% Add +3.7% 2,728 $1.2M
Affiance Financial, LLC 0.33% Reduce -17.6% 2,723 $1.2M
Wooster Corthell Wealth Management, Inc. 0.28% No change 2,720 $1.2M
Great Lakes Advisors, LLC 0.01% Add +1.6% 2,720 $1.2M
Baron Wealth Management LLC 0.64% Add +0.1% 2,720 $1.2M
First Citizens Financial Corp 0.72% No change 2,713 $1.2M
FAS Wealth Partners, Inc. 0.11% Reduce -1.5% 2,703 $1.2M
Osborne Partners Capital Management, LLC 0.07% Add +0.1% 2,698 $1.2M
Private Capital Advisors, Inc. 0.15% No change 2,692 $1.2M
Klingman & Associates, LLC 0.09% Add +4.7% 2,691 $1.2M
Cambridge Advisors Inc. 0.28% No change 2,690 $1.2M
Quantum Portfolio Management LLC 0.67% Add +0.3% 2,668 $1.2M
Passive Capital Management, LLC. 0.46% No change 2,668 $1.2M
Ingalls & Snyder LLC 0.05% Add +0.8% 2,662 $1.2M
WorthPointe, LLC 0.60% Reduce -4.1% 2,661 $1.2M
Ironwood Investment Counsel, LLC 0.21% Add +12.9% 2,660 $1.2M
Evernest Financial Advisors, LLC 0.56% Add +1.2% 2,840 $1.2M
Fifth Third Wealth Advisors LLC 0.18% Add +15.8% 2,644 $1.2M
First Financial Corp. 0.60% Add +0.5% 2,644 $1.2M
Safeguard Financial, LLC 0.38% Add +18.4% 2,640 $1.2M
MPS Loria Financial Planners, LLC 0.39% Add +0.1% 2,637 $1.2M
Appleton Partners Inc. 0.09% Reduce -2.2% 2,636 $1.2M
Dunhill Financial, LLC 0.87% Add +113.3% 2,636 $1.2M
Catalina Capital Group, LLC 0.50% Add +45.9% 2,627 $1.2M
Solstein Capital, LLC 0.81% Add +11.1% 2,626 $1.2M
Silvia McColl Wealth Management, LLC 1.00% Add +4.0% 2,656 $1.2M
James Investment Research, Inc. 0.14% Add +1.5% 2,614 $1.2M
Heritage Wealth Management, Inc. 1.15% Add +12.0% 2,611 $1.2M
Armbruster Capital Management, Inc. 0.25% Reduce -1.4% 2,600 $1.2M
Disciplined Investments, LLC 0.63% Add +0.7% 2,597 $1.2M
Sheridan Capital Management, LLC 0.87% Reduce -1.5% 2,594 $1.2M
Madden Advisory Services, Inc. 0.61% Add +2.9% 2,591 $1.2M
Independent Family Office, LLC 0.62% Add +6.3% 2,588 $1.1M
North Point Portfolio Managers Corp. 0.19% No change 2,586 $1.1M
Well Done, LLC 0.23% Reduce -4.5% 2,585 $1.1M
Hibernia Wealth Partners, LLC 0.78% Add +22.9% 2,582 $1.1M
Nilsine Partners, LLC 0.16% Add +24.1% 2,579 $1.1M
Fairman Group, LLC 1.08% No change 2,572 $1.1M
Astoria Portfolio Advisors LLC. 0.44% Reduce -11.2% 2,649 $1.1M
Quarry LP 0.48% New 2,543 $1.1M
Liberty Wealth Management LLC 0.22% Reduce -1.7% 2,542 $1.1M
Curi Capital, LLC 0.03% Add +8.4% 2,540 $1.1M
Hantz Financial Services, Inc. 0.02% Add +52.9% 2,539 $1.1M
Bradley & Co. Private Wealth Management, LLC 0.91% Add +83.6% 2,532 $1.1M
Community Bank, N.A. 0.15% Reduce -0.7% 2,526 $1.1M
TCTC Holdings, LLC 0.04% No change 2,518 $1.1M
Beacon Bridge Wealth Partners, LLC 0.53% Add +0.4% 2,515 $1.1M
Q3 Asset Management 0.32% Reduce -99.4% 2,514 $1.1M
LaSalle St. Investment Advisors, LLC 0.63% Reduce -0.3% 2,710 $1.1M
Element Wealth, LLC 0.65% Add +12.0% 2,506 $1.1M
Leading Edge Financial Planning LLC 0.49% Reduce -13.8% 2,501 $1.1M
Coastwise Capital Group, LLC 1.04% Reduce -18.7% 2,498 $1.1M
Ullmann Wealth Partners Group, LLC 0.16% Add +0.4% 2,489 $1.1M
Beacon Bank & Trust 0.27% No change 2,483 $1.1M
Global Strategic Investment Solutions, LLC 0.13% Add +0.1% 2,480 $1.1M
Hurlow Wealth Management Group, Inc. 0.39% Add +0.8% 2,479 $1.1M
Kades & Cheifetz LLC 0.70% Reduce -6.7% 2,471 $1.1M
Community Financial Services Group, LLC 0.25% — 2,470 $1.1M
Financial Partners Group, LLC 0.42% Add +11.3% 2,465 $1.1M
Precision Wealth Strategies, LLC 1.03% New 2,464 $1.1M
One Wealth Management Investment & Advisory Services, LLC 0.45% Reduce -16.2% 2,460 $1.1M
Old National Bancorp 0.03% Add +14.4% 2,449 $1.1M
Powers Advisory Group, LLC 0.62% No change 2,444 $1.1M
MADDEN SECURITIES Corp 0.50% Reduce -0.5% 2,444 $1.1M
Walkner Condon Financial Advisors LLC 0.23% Add +0.5% 2,442 $1.1M
Romano Brothers and Company 0.15% Add +0.3% 2,436 $1.1M
Integrity Wealth Solutions LLC 0.70% Add +27.4% 2,421 $1.1M
1832 Asset Management L.P. 0.00% Reduce -69.8% 2,423 $1.1M
True North Advisors, LLC 0.30% Reduce -0.3% 2,421 $1.1M
Avalon Capital Management 0.44% Add +5.8% 2,421 $1.1M
Teamwork Financial Advisors, LLC 0.16% Reduce -10.2% 2,408 $1.1M
Mogy Joel R Investment Counsel Inc. 0.07% Add +46.1% 2,403 $1.1M
Cadinha & Co. LLC 0.18% Add +25.1% 2,391 $1.1M
Castleview Partners, LLC 0.59% Add +4.1% 2,388 $1.1M
Breakwater Capital Group 0.27% Add +1.2% 2,387 $1.1M
Chesley Taft & Associates LLC 0.05% Add +0.2% 2,382 $1.1M
EWG Elevate Inc. 0.40% Reduce -92.2% 2,374 $1.1M
Seelaus Asset Management LLC 1.08% Reduce -2.0% 2,372 $1.1M
Gryphon Financial Partners LLC 0.18% Reduce -22.4% 2,364 $1.0M
Maripau Wealth Management LLC 0.78% Reduce -15.5% 2,355 $1.0M
JCIC Asset Management Inc. 0.43% Reduce -1.5% 2,355 $1.0M
Concentric Wealth Management, LLC 0.28% Reduce -0.6% 2,350 $1.0M
Peoples Bank 0.58% Reduce -2.3% 2,342 $1.0M
Lane & Associates LLC 0.65% Add +13.4% 2,338 $1.0M
Aaron Wealth Advisors LLC 0.15% No change 2,334 $1.0M
Formidable Asset Management, LLC 0.17% Add +5.4% 2,334 $1.0M
Lewis Asset Management, LLC 0.85% Reduce -1.3% 2,331 $1.0M
Northwest Investment Counselors, LLC 0.25% Add +5.0% 2,327 $1.0M
Jeppson Wealth Management, LLC 0.40% Add +0.2% 2,325 $1.0M
Iron Gate Global Advisors LLC 0.19% Reduce -5.0% 2,316 $1.0M
180 Wealth Advisors, LLC 0.18% Reduce -2.9% 2,316 $1.0M
AA Financial Advisors, LLC 0.41% Reduce -1.7% 2,315 $1.0M
Patriot Financial Group Insurance Agency, LLC 0.16% Add +21.9% 2,307 $1.0M
First International Bank & Trust 0.35% Reduce -0.7% 2,295 $1.0M
Greystone Financial Group, LLC 0.20% Reduce -4.1% 2,292 $1.0M
Novare Capital Management LLC 0.09% Reduce -3.9% 2,286 $1.0M
Capstone Financial Advisors, Inc. 0.07% No change 2,283 $1.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +12.5% 2,280 $1.0M
Baskin Financial Services Inc. 0.08% No change 2,280 $1.0M
Arcadia Wealth Management, LLC 0.62% Add +0.0% 2,273 $1.0M
P&S Credit Management, L.P. 5.46% New 2,271 $1.0M
L & S Advisors Inc 0.13% Reduce -5.2% 2,267 $1.0M
Intrepid Capital Management Inc. 0.65% Reduce -2.1% 2,261 $1.0M
Trust Point Inc. 0.08% No change 2,244 $996K
Fiduciary Group, LLC 0.11% Add +24.8% 2,230 $990K
Checchi Capital Advisers, LLC 0.08% Add +42.8% 2,230 $990K
Walden Wealth Partners LLC 0.57% No change 2,261 $984K
HRC Wealth Management, LLC 0.72% Add +24.6% 2,217 $984K
Delta Accumulation, LLC 6.09% Add +0.2% 2,216 $984K
RHS Financial, LLC 0.57% Add +6.0% 2,208 $980K
Plante Moran Financial Advisors, LLC 0.11% Reduce -15.3% 2,207 $980K
Trajan Wealth LLC 0.07% — 2,201 $977K
Scott & Selber, Inc. 0.33% Reduce -2.9% 2,201 $977K
Inspirion Wealth Advisors, LLC 0.16% Reduce -0.3% 2,195 $975K
Delta Financial Group, Inc. 0.29% Reduce -4.6% 2,193 $974K
JDM Financial Group LLC 0.71% Add +467.6% 2,191 $973K
XTX Topco Ltd 0.13% New 2,186 $971K
Compass Advisory Group LLC 0.43% No change 2,182 $969K
Envoi LLC 2.28% No change 2,180 $968K
Scarborough Advisors, LLC 0.45% Add +14.8% 2,178 $967K
Murphy, Middleton, Hinkle & Parker, Inc. 0.56% Reduce -8.0% 2,173 $965K
Means Investment Co., Inc. 0.12% Add +13.3% 2,159 $959K
Revisor Wealth Management LLC 0.43% Add +280.9% 2,251 $958K
ArchPoint Investors 0.40% Add +29.2% 2,144 $953K
Future Financial Wealth Managment LLC 0.73% Add +5.4% 2,147 $953K
Intelligence Driven Advisers, LLC 0.14% Reduce -0.6% 2,140 $950K
Obsidian Cio, LLC 0.23% Add +7.8% 2,128 $945K
DGS Capital Management, LLC 0.27% New 2,127 $944K
Sonata Capital Group Inc. 0.43% Add +5.5% 2,127 $944K
Lumbard & Kellner, LLC 0.46% Reduce -10.9% 2,115 $939K
Beacon Financial Advisory LLC 0.46% Reduce -20.8% 2,114 $939K
Tompkins Financial Corp. 0.11% Reduce -0.2% 2,114 $939K
Philip James Wealth Mangement, LLC 0.66% Reduce -5.8% 2,111 $937K
Howard Wealth Management, LLC 0.76% Reduce -0.5% 2,107 $936K
Rise Advisors, LLC 0.50% Reduce -0.9% 2,106 $935K
Northstar Group, Inc. 0.19% No change 2,105 $935K
Fragasso Financial Advisors Inc 0.08% Add +0.7% 2,101 $933K
Harbor Group, Inc. 0.25% Add +0.1% 2,097 $931K
Piedmont Capital Management, LLC 0.63% Add +1.4% 2,093 $926K
Maple Capital Management, Inc. 0.08% Add +9.9% 2,085 $926K
Miller Investment Management, LP 0.12% No change 2,084 $925K
RB Capital Management, LLC 0.26% Reduce -0.1% 2,083 $925K
Deltec Asset Management LLC 0.18% Add +32.9% 2,081 $924K
Chesapeake Asset Management LLC 0.92% Reduce -21.4% 2,078 $924K
Sterling Financial Group, Inc. 0.44% No change 2,079 $923K
Patron Partners, LLC 0.56% Reduce -27.6% 2,078 $923K
Viewpoint Capital Management LLC 0.59% Reduce -17.4% 2,075 $921K
Eudaimonia Advisors LLC 0.49% Add +6.8% 2,064 $916K
TFO Wealth Partners, LLC 0.18% No change 2,063 $916K
Richardson Capital Management LLC 0.75% Add +3792.4% 2,063 $916K
Freedom Investment Management, Inc. 0.07% Add +106.5% 2,061 $915K
Manchester Financial Inc. 0.24% Add +0.2% 2,057 $914K
Financial Advisors, LLC 0.19% No change 2,057 $913K
Grey Fox Wealth Advisors, LLC 0.34% Add +241.4% 2,052 $912K
Core Wealth Partners LLC 0.69% Add +9.4% 2,053 $911K
Cahaba Wealth Management, Inc. 0.08% Add +12.3% 2,044 $908K
Intrua Financial, LLC 0.14% Reduce -88.5% 2,040 $906K
Hengehold Capital Management LLC 0.10% Add +4.8% 2,030 $901K
Independence Bank of Kentucky 0.27% Add +46.5% 2,030 $901K
17 Capital Partners, LLC 0.67% Reduce -0.8% 2,026 $900K
IMA Advisory Services, Inc. 0.42% Reduce -0.1% 2,024 $899K
Almanack Investment Partners, LLC. 0.15% Reduce -18.7% 2,011 $893K
FirstPurpose Wealth LLC 0.32% Reduce -7.6% 2,032 $891K
Trivant Custom Portfolio Group, LLC 0.57% Reduce -8.9% 2,005 $890K
Ranch Capital Advisors Inc. 0.48% Add +0.9% 2,001 $889K
Wetzel Investment Advisors, Inc. 0.52% Reduce -4.2% 2,094 $887K
IRON Financial LLC 0.49% No change 1,990 $884K
Tanager Wealth Management LLP 0.14% No change 1,984 $882K
Fulton Bank, N.A. 0.04% No change 1,984 $881K
ML & R Wealth Management LLC 0.20% Add +101.7% 1,983 $881K
Forte Capital LLC 0.11% Reduce -0.3% 1,980 $879K
Nicholas Wealth, LLC. 0.68% Add +13.1% 1,974 $877K
Paragon Private Wealth Management, LLC 0.52% Add +39.7% 1,966 $873K
Alliance Wealth Management Group 0.26% No change 1,965 $872K
Towercrest Capital Management 0.15% No change 1,965 $872K
Private Capital Management, LLC 0.10% Reduce -6.0% 1,961 $871K
LCNB Corp. 0.31% Add +10.9% 1,960 $870K
Monetary Management Group Inc. 0.24% No change 1,950 $866K
Bluesphere Advisors LLC 0.48% Reduce -21.6% 1,947 $864K
Geometric Wealth Advisors 0.20% No change 1,946 $864K
Shufro Rose & Co. LLC 0.07% Add +8.7% 1,929 $856K
Weatherly Asset Management L. P. 0.08% Reduce -2.4% 1,923 $855K
Westhampton Capital, LLC 0.47% No change 1,923 $854K
PYA Waltman Capital, LLC 0.32% Reduce -2.5% 1,921 $853K
Berkshire Asset Management LLC 0.05% No change 1,920 $853K
Parkside Financial Bank & Trust 0.14% Add +46.1% 1,913 $849K
FMB Wealth Management 0.68% No change 1,910 $848K
Sittner & Nelson, LLC 0.43% Add +0.5% 1,910 $848K
Cascade Wealth Advisors, Inc 0.72% — 1,935 $848K
Blue Investment Partners LLC 0.44% No change 1,906 $846K
Ami Investment Management Inc. 0.31% No change 1,902 $845K
Derbend Asset Management 0.42% Add +9.1% 1,901 $844K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 1,897 $844K
Halbert Hargrove Global Advisors, LLC 0.06% Add +9.1% 1,899 $843K
SilverOak Wealth Management LLC 0.21% Add +44.9% 1,890 $839K
Baxter Bros Inc. 0.11% Reduce -0.2% 1,885 $837K
Diversified Investment Strategies, LLC 0.56% Add +22.6% 1,882 $836K
Naples Money Management LLC 0.83% Add +11.1% 1,881 $835K
Great Diamond Partners, LLC 0.19% Reduce -4.3% 1,881 $835K
Condor Capital Management 0.08% Add +9.2% 1,879 $835K
Elevatus Welath Management 0.33% Add +0.1% 1,874 $832K
BIP Wealth, LLC 0.06% Reduce -0.1% 1,874 $832K
Valley National Advisers Inc. 0.13% Reduce -41.0% 1,866 $828K
Private Ocean, LLC 0.09% Reduce -49.6% 1,859 $825K
HFG Wealth Management, LLC 0.49% Reduce -90.9% 1,859 $825K
Oak Harvest Investment Services 0.14% Add +30.2% 1,851 $822K
Wolff Wiese Magana LLC 0.71% Add +2.8% 1,850 $821K
Financial & Tax Architects, LLC 0.23% New 1,849 $821K
Total Investment Management Inc. 0.10% Add +1.6% 1,848 $820K
Marquette Asset Management, LLC 0.14% Add +23.7% 1,847 $820K
Truepoint, Inc. 0.02% Reduce -15.9% 1,846 $819K
ARS Wealth Advisors Group, LLC 0.11% Add +18.1% 1,841 $817K
Duncker Streett & Co. Inc. 0.16% Reduce -1.2% 1,834 $814K
Cahill Financial Advisors Inc. 0.11% Reduce -11.8% 1,834 $814K
Heritage Trust Co 0.11% No change 1,833 $814K
Meridian Wealth Advisors, LLC 0.15% Add +12.3% 1,832 $814K
Financial Sense Advisors, Inc. 0.29% Reduce -0.5% 1,831 $813K
Regatta Capital Group, LLC 0.18% Add +2.6% 1,827 $811K
GM Advisory Group, LLC 0.06% No change 1,824 $810K
Girard Partners LTD. 0.08% Add +0.1% 1,823 $809K
Atlantic Union Bankshares Corp 0.07% Reduce -2.3% 1,823 $809K
Legacy Edge Advisors, LLC 0.17% Reduce -14.1% 1,821 $809K
Emfo, LLC 0.74% Reduce -0.7% 1,821 $809K
Bridgewealth Advisory Group, LLC 0.40% Reduce -8.7% 1,816 $806K
W.G. Shaheen & Associates DBA Whitney & Co 0.10% No change 1,808 $803K
Merrion Investment Management Co, LLC 0.57% No change 1,806 $802K
S.A. Mason LLC 0.48% Add +6.1% 1,804 $801K
Laffer Tengler Investments, Inc. 0.26% Add +5537.5% 1,804 $801K
Rockingstone Advisors LLC 0.41% Reduce -1.8% 1,800 $799K
Concord Wealth Partners 0.14% Reduce -6.1% 1,799 $799K
Aft, Forsyth & Company, Inc. 0.45% Add +1.6% 1,797 $798K
ICW Investment Advisors LLC 0.35% Add +0.1% 1,796 $797K
Rockland Trust Co. 0.04% Reduce -10.1% 1,790 $795K
Gilbert & Cook, Inc. 0.11% New 1,788 $794K
New Millennium Group LLC 0.60% Add +22.8% 1,787 $794K
Smith Salley Wealth Management 0.06% Add +51.8% 1,776 $789K
Charles Schwab Trust Co 0.07% Reduce -11.7% 1,772 $787K
Mma Asset Management LLC 0.37% Reduce -7.0% 1,788 $787K
Facet Wealth, Inc. 0.03% Add +7.3% 1,782 $785K
Saiph Capital, LLC 0.36% Add +0.9% 1,766 $784K
Oakworth Capital, Inc. 0.06% Add +11.2% 1,761 $782K
Jackson Square Capital, LLC 0.20% Reduce -0.2% 1,759 $781K
Faithward Advisors, LLC 0.14% Add +49.3% 1,747 $776K
Inspire Advisors, LLC 0.11% Reduce -4.8% 1,743 $774K
First Command Advisory Services, Inc. 0.01% Reduce -3.6% 1,743 $774K
Heritage Wealth Advisors 0.04% Add +23.1% 1,740 $773K
Brendel Financial Advisors LLC 0.88% Reduce -7.3% 1,738 $772K
Moseley Investment Management Inc. 0.38% Add +11.9% 1,732 $769K
PFS Partners, LLC 0.52% Reduce -0.3% 1,731 $769K
LS Investment Advisors, LLC 0.12% No change 1,730 $768K
Acorn Wealth Advisors, LLC 0.40% Reduce -3.3% 1,728 $767K
D.B. Root & Company, LLC 0.26% Add +0.2% 1,721 $764K
Key Financial Inc 0.19% Reduce -2.2% 1,713 $761K
Howland Capital Management LLC 0.04% Reduce -0.7% 1,709 $760K
McDonough Capital Management, Inc 0.60% Add +5.9% 1,706 $757K
Blue Trust, Inc. 0.01% Reduce -22.8% 1,704 $756K
Whalerock Point Partners, LLC 0.21% Add +1.2% 1,701 $755K
Northside Capital Management, LLC 0.13% No change 1,700 $755K
Charter Oak Capital Management, LLC 0.08% Add +5.6% 1,699 $754K
Sharkey, Howes & Javer 0.12% No change 1,696 $753K
PrairieView Partners, LLC 0.09% Reduce -0.1% 1,692 $752K
Country Trust Bank 0.02% Reduce -14.8% 1,692 $751K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.18% Reduce -23.6% 1,685 $748K
Investment Partners, LTD. 0.34% Reduce -0.6% 1,684 $748K
Compass Ion Advisors, LLC 0.11% Add +0.8% 1,683 $747K
Stordahl Capital Management, Inc. 0.19% Add +4.3% 1,681 $746K
Stelac Advisory Services LLC 0.35% Reduce -19.9% 1,676 $745K
Bfsg, LLC 0.10% Add +50.9% 1,676 $744K
Fortitude Family Office, LLC 0.50% No change 1,676 $744K
Confluence Wealth Services, Inc. 0.07% New 1,672 $742K
Meritage Portfolio Management 0.05% Add +0.9% 1,664 $739K
Prio Wealth Limited Partnership 0.02% Add +12.0% 1,661 $738K
Wealth Dimensions Group, Ltd. 0.22% Reduce -6.1% 1,659 $737K
Earned Wealth Advisors, LLC 0.28% Reduce -14.3% 1,653 $734K
Correct Capital Wealth Management 0.17% Reduce -2.2% 1,651 $733K
Catalyst Private Wealth, LLC 0.38% Reduce -4.7% 1,648 $732K
Welch Group, LLC 0.04% Reduce -0.1% 1,645 $730K
Johnson Financial Group, Inc. 0.04% Reduce -8.7% 1,636 $727K
Financial Gravity Asset Management, Inc. 0.20% No change 1,776 $727K
Athena Investment Management 0.44% No change 1,634 $726K
Waddell & Associates, LLC 0.10% Reduce -19.8% 1,633 $725K
Equita Financial Network, Inc. 0.33% Add +9.2% 1,634 $725K
Gilliland Jeter Wealth Management LLC 0.25% Add +22.8% 1,626 $722K
Wilson & Boucher Capital Management, LLC 0.57% Reduce -2.5% 1,621 $720K
Clifford Swan Investment Counsel LLC 0.03% Reduce -27.0% 1,621 $720K
Hudson Value Partners, LLC 0.31% Reduce -9.0% 1,619 $719K
Vista Capital Partners, Inc. 0.09% Add +0.1% 1,619 $719K
Peak Financial Management, Inc. 0.23% Reduce -9.2% 1,615 $717K
Total Wealth Planning, LLC 0.12% Reduce -5.6% 1,610 $715K
RWQ Financial Management Services, Inc. 0.31% Reduce -0.3% 1,610 $715K
Custom Portfolio Group LLC 0.59% Add +50.5% 1,607 $714K
Thompson Davis & Co., Inc. 0.48% Add +0.1% 1,607 $714K
Cutler Investment Counsel LLC 0.10% Reduce -1.5% 1,604 $713K
Basso Capital Management, L.P. 0.67% Add +18.5% 1,602 $711K
Durante & Waters, LLC 0.65% No change 1,600 $710K
Arlington Capital Management, Inc. 0.59% Reduce -29.8% 1,592 $707K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.30% Add +142.5% 1,591 $706K
Ascent Group, LLC 0.06% Add +33.6% 1,585 $704K
Encompass Wealth Advisors, LLC 0.19% Add +14.5% 1,582 $702K
Arlington Trust Co LLC 0.18% Reduce -47.9% 1,582 $702K
Miramar Capital, LLC 0.18% Add +1.1% 1,592 $701K
Lloyd Advisory Services, LLC. 0.15% New 1,575 $699K
Synergy Financial Group, LTD 0.79% Add +0.1% 1,572 $698K
White Pine Capital LLC 0.27% Add +0.2% 1,643 $697K
Stonebridge Capital Advisors LLC 0.06% Add +183.2% 1,569 $696K
FSB Premier Wealth Management, Inc. 0.32% Add +3.2% 1,566 $695K
Ergawealth Advisors, Inc. 0.38% Add +5.0% 1,565 $695K
Strategic Financial Partners, Ltd. 0.38% Add +48.8% 1,561 $693K
Jackson, Grant Investment Advisers, Inc. 0.28% No change 1,551 $689K
Colonial Trust Co / SC 0.13% Add +7.7% 1,548 $687K
RPg Family Wealth Advisory, LLC 0.22% No change 1,545 $687K
FreeGulliver LLC 0.61% New 1,543 $685K
Angeles Wealth Management, LLC 0.07% Reduce -42.4% 1,542 $685K
McCollum Christoferson Group LLC 0.20% Add +51.0% 1,540 $684K
Mirabella Financial Services LLP 0.05% New 1,540 $684K
FRG Family Wealth Advisors LLC 0.13% Add +11.0% 1,610 $684K
Verum Partners LLC 0.24% No change 1,537 $682K
Stephen J. Garry & Associates, LLC 0.71% No change 1,537 $682K
Zevin Asset Management LLC 0.11% Add +2.0% 1,537 $682K
Montis Financial, LLC 0.32% Add +0.3% 1,535 $682K
Intellectus Partners, LLC 0.18% Reduce -3.2% 1,530 $680K
Liberty One Investment Management, LLC 0.08% New 1,530 $679K
Valley Wealth Managers, Inc. 0.05% Add +3.8% 1,527 $678K
Carlson Capital Management 0.03% Reduce -43.7% 1,525 $677K
Graypoint LLC 0.05% Add +70.9% 1,514 $672K
Kowal Investment Group, LLC 0.14% Add +6.9% 1,511 $671K
JGP Wealth Management, LLC 0.10% Add +19.2% 1,500 $666K
SFG Wealth Management, LLC. 0.40% Add +0.9% 1,499 $665K
Marble Harbor Investment Counsel, LLC 0.08% Reduce -46.5% 1,495 $664K
Mainstay Capital Management LLC 0.13% New 1,491 $662K
Park Place Capital Corp 0.24% Add +110.0% 1,491 $662K
Highview Capital Management LLC 0.30% Reduce -4.1% 1,490 $662K
Arkos Global Advisors 0.11% Add +5.2% 1,488 $661K
Oldfather Financial Services, LLC 0.27% Add +91.6% 1,487 $660K
Carret Asset Management, LLC 0.08% No change 1,487 $660K
Wealth Group Ltd 0.20% Reduce -1.7% 1,493 $660K
Greenwood Capital Associates LLC 0.09% New 1,483 $658K
Boyd Wealth Management, LLC 0.37% Add +0.1% 1,477 $656K
Strategic Planning Group, LLC 0.16% Reduce -18.8% 1,474 $654K
Penbrook Management LLC 0.40% Reduce -8.4% 1,470 $653K
Brown, Lisle/Cummings, Inc. 0.22% No change 1,469 $652K
WESPAC Advisors SoCal, LLC 0.17% Reduce -3.9% 1,468 $652K
One Charles Private Wealth Services, LLC 0.28% Reduce -0.1% 1,464 $650K
Sage Financial Group Inc. 0.06% Reduce -4.5% 1,459 $648K
Nottingham Advisors, Inc. 0.08% No change 1,458 $647K
Goodman Advisory Group, LLC 0.21% New 1,457 $647K
First Financial Bank - Trust Division 0.06% Reduce -17.0% 1,451 $644K
TFG Advisers LLC 0.25% Add +16.8% 1,451 $644K
Archvest Wealth Advisors, Inc. 0.46% Reduce -6.2% 1,448 $644K
Ewa, LLC 0.29% Add +0.3% 1,457 $644K
Cedrus LLC 0.35% Reduce -0.5% 1,449 $644K
Drive Wealth Management, LLC 0.18% Reduce -40.2% 1,447 $643K
Cobblestone Capital Advisors LLC 0.04% Reduce -1.0% 1,442 $640K
Noesis Capital Mangement Corp. 0.14% Add +0.3% 1,442 $640K
Coulter & Justus Financial Services, LLC 0.14% New 1,442 $640K
CPR Investments Inc. 0.48% Reduce -68.5% 1,435 $637K
Allen Capital Group, LLC 0.09% Reduce -56.1% 1,427 $634K
Horst & Graben Wealth Management LLC 0.13% Add +0.2% 1,426 $633K
Up Strategic Wealth Investment Advisors LLC 1.03% Add +25.6% 1,424 $632K
Essex LLC 0.15% Add +6.3% 1,421 $631K
Lazari Capital Management, Inc. 0.34% Reduce -2.2% 1,419 $630K
Trivium Point Advisory, LLC 0.14% New 1,415 $628K
Ted Buchan & Co 0.39% No change 1,415 $628K
PDS Planning, Inc 0.07% Add +4.4% 1,414 $628K
United Bank 0.32% New 1,400 $622K
Benchmark Financial Wealth Advisors, LLC 0.24% Add +6.3% 1,397 $620K
Emerald Advisors, LLC 0.11% Add +0.4% 1,395 $619K
Hamilton Point Investment Advisors, LLC 0.12% No change 1,391 $618K
Coastal Bridge Advisors, LLC 0.14% Add +5.6% 1,389 $617K
Arrien Investments, Inc. 0.49% Reduce -52.2% 1,385 $615K
Godshalk Welsh Capital Management, Inc. 0.41% Reduce -3.5% 1,385 $615K
GDS Wealth Management 0.07% Reduce -28.3% 1,383 $614K
Old North State Trust, LLC 0.52% — 1,383 $614K
Constant Guidance Financial LLC 0.56% Add +9.3% 1,393 $610K
Continuum Wealth Advisors, LLC 0.34% New 1,367 $607K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -14.0% 1,366 $607K
Optimum Investment Advisors 0.28% Reduce -0.1% 1,364 $606K
Mosaic Family Wealth Partners, LLC 0.10% Add +0.7% 1,360 $604K
Bell Investment Advisors, Inc 0.12% Add +0.1% 1,359 $603K
American Institute for Advanced Investment Management, LLP 0.48% Add +24.3% 1,358 $603K
West Michigan Advisors, LLC 0.20% Add +63.5% 1,355 $602K
Northwest Capital Management Inc 0.19% Add +0.5% 1,352 $600K
First National Advisers, LLC 0.13% No change 1,350 $599K
Burns Matteson Capital Management, LLC 0.39% Reduce -27.6% 1,346 $598K
Alexander Randolph Advisory, Inc. 0.52% Add +4.3% 1,346 $598K
Hoffman, Alan N Investment Management 0.33% Reduce -0.7% 1,343 $596K
Stone Summit Wealth LLC 0.21% Reduce -0.3% 1,342 $596K
Marks Group Wealth Management, Inc 0.06% Add +3.9% 1,341 $595K
Patten Group, Inc. 0.15% No change 1,338 $594K
Dodds Wealth, LLC 0.24% Add +0.3% 1,337 $594K
LRI Investments, LLC 0.15% — 1,337 $594K
St Germain D J Co. Inc. 0.03% Add +0.9% 1,337 $594K
BigSur Wealth Management LLC 0.19% Reduce -23.1% 1,335 $594K
Ehrlich Financial Group 0.50% Add +108.1% 1,330 $591K
Charter Research & Investment Group, Inc. 0.47% Reduce -1.9% 1,324 $588K
Sunesis Advisors, LLC 0.34% Reduce -26.5% 1,322 $587K
TLWM 0.13% Add +3.9% 1,319 $586K
Von Berge Wealth Management Group, LLC 0.38% Add +0.5% 1,316 $584K
SC&H Financial Advisors, Inc. 0.15% Add +1.1% 1,316 $584K
Peninsula Asset Management Inc. 0.31% No change 1,316 $584K
Clarity Capital Advisors, LLC 0.46% No change 1,308 $581K
C2C Wealth Management, LLC 0.58% Add +6.6% 1,307 $580K
Cambridge Capital Management, LLC 0.45% Add +0.2% 1,305 $579K
Biltmore Family Office, LLC 0.11% Reduce -10.3% 1,303 $579K
QCM Cayman, Ltd. 7.79% New 1,304 $579K
Pin Oak Investment Advisors Inc. 0.56% Add +562.8% 1,299 $577K
Veracity Capital LLC 0.22% Reduce -25.9% 1,297 $576K
Pennsylvania Capital Management Inc. 0.24% Reduce -40.3% 1,295 $575K
Trinity Legacy Partners, LLC 0.17% Reduce -10.2% 1,291 $573K
SimpliFi, Inc. 0.26% Reduce -5.8% 1,289 $572K
Wealth Alliance, LLC 0.07% Add +0.2% 1,288 $572K
Venturi Wealth Management, LLC 0.04% Add +15.6% 1,279 $568K
Union Investments & Development Ltd. 2.63% No change 10,000 $567K
RiverTree Advisors, LLC 0.38% Reduce -8.7% 1,274 $566K
AlphaMark Advisors, LLC 0.20% New 1,267 $563K
Pitti Group Wealth Management, LLC 0.63% Reduce -3.7% 1,263 $562K
M. Kulyk & Associates, LLC 0.13% No change 1,266 $562K
Vestor Capital, LLC 0.05% Add +3.9% 1,266 $562K
Souders Financial Advisors 0.09% Reduce -3.1% 1,265 $562K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Add +0.7% 1,264 $561K
Farmers National Bank 0.17% Reduce -8.8% 1,261 $560K
Baldwin Wealth Partners LLC 0.04% Reduce -29.9% 1,261 $560K
CM Wealth Advisors LLC 0.16% New 1,271 $560K
WestHill Financial Advisors, Inc. 0.14% Add +1.3% 1,261 $560K
Meridian Investment Counsel Inc. 0.19% No change 1,258 $559K
Aureus Asset Management, LLC 0.04% Add +133.2% 1,252 $556K
Trustco Bank Corp. N Y 0.58% Add +1.6% 1,252 $556K
Vaughan David Investments LLC 0.01% No change 1,249 $555K
Goepper Burkhardt LLC 0.26% Add +0.1% 1,254 $554K
Marcum Wealth, LLC 0.06% Reduce -1.4% 1,245 $553K
Resolute Wealth Strategies, LLC 0.33% Add +1.0% 1,244 $553K
McAlister, Sweet & Associates, Inc. 0.43% Add +0.1% 1,242 $551K
Strata Wealth Advisors, LLC 0.19% Reduce -5.1% 1,240 $551K
Sprinkle Financial Consultants LLC 0.47% Add +0.2% 1,239 $550K
WealthShield Partners, LLC 0.09% Reduce -34.8% 1,237 $550K
Clark Capital Management Group, Inc. 0.00% Add +131.9% 1,236 $549K
Crumly & Associates Inc. 0.14% No change 1,231 $547K
Excalibur Management Corp. 0.23% No change 1,230 $546K
Zullo Investment Group, Inc. 0.26% Reduce -4.5% 1,229 $546K
Capital Wealth Management, LLC 0.26% Reduce -0.9% 1,229 $546K
Ledyard National Bank 0.05% Reduce -1.9% 1,228 $545K
New York State Common Retirement Fund 0.00% New 1,226 $544K
Wellington Management Group LLP 0.00% Reduce -93.9% 1,226 $544K
Vise Technologies, Inc. 0.11% Add +48.9% 1,225 $544K
Guidance Point Advisors, LLC 0.18% Add +8.9% 1,220 $543K
Ethos Financial Group, LLC 0.10% New 580 $543K
Silverlake Wealth Management LLC 0.28% Add +0.7% 1,219 $541K
KFA Private Wealth Group, LLC 0.17% Add +13.4% 1,219 $541K
Barnes Pettey Financial Advisors, LLC 0.47% Reduce -34.7% 1,215 $539K
InTrack Investment Management Inc 0.40% No change 1,215 $539K
Consolidated Portfolio Review Corp 0.14% Reduce -6.0% 1,215 $539K
Highland Capital Management, LLC 0.03% No change 1,214 $539K
CGN Advisors LLC 0.07% Add +47.4% 1,213 $539K
McLean Asset Management Corp 0.18% Add +0.1% 1,218 $538K
Consilium Wealth Advisory, LLC 0.30% Add +85.9% 1,212 $538K
Seven Mile Advisory 0.41% No change 1,210 $537K
ICONIQ Capital, LLC 0.01% No change 1,209 $537K
William Howard & Co Financial Advisors Inc 0.50% — 1,207 $536K
Wealthstream Advisors, Inc. 0.20% Add +9.9% 1,207 $536K
Cooper/Haims Advisors, LLC 0.31% Reduce -16.0% 1,204 $534K
Pier 88 Investment Partners LLC 0.84% Reduce -60.0% 1,200 $533K
IMS Capital Management 0.25% Add +51.5% 1,200 $533K
Lodestone Wealth Management LLC 0.28% Reduce -2.2% 1,198 $532K
Buffington Mohr McNeal 0.10% Reduce -7.5% 1,197 $531K
Thrive Wealth Management, LLC 0.11% Add +81.8% 1,196 $531K
Oarsman Capital, Inc. 0.13% Reduce -4.4% 1,196 $531K
Butensky & Cohen Financial Security, Inc. 0.17% Reduce -8.0% 1,195 $531K
Bill Few Associates, Inc. 0.21% Add +2.2% 1,188 $527K
Whelan Financial 0.24% Add +0.1% 1,187 $527K
Pacific Sage Partners, LLC 0.14% No change 1,184 $526K
Ables, Iannone, Moore & Associates, Inc. 0.38% Reduce -1.2% 1,183 $525K
Investment Research & Advisory Group, Inc. 0.24% Add +6.6% 1,178 $523K
FinTrust Capital Advisors, LLC 0.10% Reduce -7.9% 1,178 $523K
Waller Financial Planning Group, Inc. 0.14% Reduce -7.0% 1,176 $522K
OLIO Financial Planning 0.22% No change 1,265 $520K
Yarger Wealth Strategies, LLC 0.35% No change 1,169 $519K
MassMutual Private Wealth & Trust, FSB 0.02% Reduce -5.2% 1,168 $519K
Quest Investment Management LLC 0.06% Reduce -0.4% 1,163 $516K
ARS Investment Partners, LLC 0.05% Reduce -9.0% 1,160 $515K
Brasada Capital Management, LP 0.09% No change 1,159 $515K
DDFG, Inc 0.16% Reduce -1.9% 1,158 $514K
Aries Wealth Management 0.17% Reduce -1.0% 1,157 $514K
Security National Bank 0.08% Add +86.3% 1,157 $514K
Precedent Wealth Partners, LLC 0.22% Add +4.5% 1,157 $514K
Auxano Advisors, LLC 0.15% Add +67.4% 1,155 $513K
1834 Investment Advisors Co. 0.06% No change 1,155 $513K
WPWealth LLP 0.13% Reduce -11.8% 1,154 $512K
Keystone Financial Services 0.22% Add +7.0% 1,151 $511K
Pinnacle Wealth Planning Services, Inc. 0.07% No change 1,150 $511K
Flynn Zito Capital Management, LLC 0.26% Reduce -3.8% 1,149 $510K
Werba Rubin Papier Wealth Management 0.15% Reduce -1.6% 1,142 $508K
Garrett Wealth Advisory Group, LLC 0.21% Reduce -5.1% 1,141 $507K
Brass Tax Wealth Management, Inc. 0.26% — 1,141 $507K
Waterway Wealth Management, LLC 0.22% New 1,140 $506K
Cowa, LLC 0.30% No change 1,135 $505K
AXS Investments LLC 0.12% New 1,135 $504K
Bellecapital International Ltd. 0.11% No change 1,132 $503K
Caitlin John, LLC 0.38% Reduce -4.8% 1,129 $501K
AlphaCentric Advisors LLC 0.30% Reduce -78.0% 1,128 $501K
Lazard Freres Gestion S.A.S. 0.01% Add +16.1% 1,125 $499K
Clean Yield Group 0.19% Reduce -8.2% 1,120 $497K
Prevail Innovative Wealth Advisors, LLC 0.18% New 1,117 $496K
Signature Wealth Management Partners, LLC 0.40% Add +0.8% 1,115 $495K
Concord Asset Management, LLC 0.13% Reduce -3.9% 1,114 $495K
O'ROURKE & COMPANY, Inc 0.29% Add +4.9% 1,113 $494K
ZWJ Investment Counsel Inc. 0.02% Add +3.9% 1,110 $493K
BlackRock Inc. 0.00% Reduce -99.7% 1,107 $491K
Xcel Wealth Management, LLC 0.15% Add +2.4% 1,104 $490K
Choice Wealth Advisors LLC 0.30% No change 1,102 $489K
Opal Wealth Advisors, LLC 0.17% Reduce -3.6% 1,100 $488K
Schneider Downs Wealth Management Advisors, LP 0.11% Reduce -2.7% 1,099 $488K
Summit Wealth & Retirement Planning, Inc. 0.17% Add +80.8% 1,094 $486K
Hamilton Capital, LLC 0.04% New 1,092 $485K
Johnson & White Wealth Management, LLC 0.35% Reduce -4.5% 1,091 $484K
Matrix Asset Advisors Inc. 0.06% Add +1.4% 1,089 $484K
Nicolet Advisory Services, LLC 0.05% Reduce -34.0% 1,093 $483K
LPWM LLC 0.18% Add +6.7% 1,102 $483K
Libra Wealth LLC 0.21% No change 1,088 $483K
Fairhaven Wealth Management, LLC 0.17% No change 1,083 $481K
MTM Investment Management, LLC 0.20% Reduce -16.9% 1,075 $477K
Schrum Private Wealth Management LLC 0.43% Add +5.6% 1,071 $476K
Abbot Financial Management, Inc. 0.26% No change 1,071 $476K
Raffa Wealth Management, LLC 0.14% Reduce -3.2% 1,071 $475K
Abacus Planning Group, Inc. 0.09% Add +0.1% 1,071 $475K
Indiana Trust & Investment Management Co 0.19% Add +7.4% 1,070 $475K
Legacy Trust 0.12% No change 1,069 $475K
Gibson Capital, LLC 0.10% Reduce -10.1% 1,069 $475K
Summit Financial Strategies, Inc. 0.07% No change 1,067 $474K
Brickley Wealth Management 0.11% Reduce -71.5% 1,065 $473K
RW Investment Management LLC 0.07% Add +46.5% 1,065 $473K
Dixon Mitchell Investment Counsel Inc. 0.02% Reduce -5.1% 1,061 $472K
Paradigm, Strategies in Wealth Management, LLC 0.29% Reduce -0.2% 1,061 $471K
Twelve Points Wealth Management LLC 0.17% New 1,060 $471K
RE Dickinson Investment Advisors, LLC 0.29% Add +32.5% 1,055 $469K
Narus Financial Partners, LLC 0.20% No change 1,053 $468K
Palo Alto Wealth Advisors, LLC 0.33% New 1,050 $467K
Legacy PCG, LLC 0.29% Reduce -3.8% 1,050 $466K
Bremer Bank National Association 0.09% Reduce -95.2% 1,050 $466K
LTG Capital LLC 0.40% Reduce -4.2% 1,048 $465K
Am Investment Strategies LLC 0.12% No change 1,047 $465K
Client 1ST Advisory Group, LLC 0.21% Reduce -29.9% 1,046 $464K
Retirement Capital Strategies 0.19% New 1,046 $464K
Colonial Trust Advisors 0.05% Add +5.9% 1,043 $463K
Diligent Investors, LLC 0.12% Reduce -4.4% 1,042 $463K
Clear Harbor Asset Management, LLC 0.04% Add +144.1% 1,040 $462K
D L Carlson Investment Group Inc. 0.09% Reduce -3.4% 1,038 $461K
Index Fund Advisors, Inc. 0.03% Reduce -5.1% 1,038 $461K
Center for Financial Planning, Inc. 0.07% No change 1,037 $460K
Tandem Capital Management Corp. 0.26% Add +3.5% 1,037 $460K
Transform Wealth, LLC 0.04% New 1,025 $456K
JNBA Financial Advisors 0.05% Reduce -3.1% 1,026 $456K
Cyndeo Wealth Partners, LLC 0.04% Reduce -11.6% 1,025 $455K
BCU Wealth Advisors, LLC 0.39% Add +0.2% 1,023 $454K
Brogan Financial, Inc. 0.30% Add +0.2% 1,023 $454K
Benson Investment Management Company, Inc. 0.19% Add +14.0% 1,020 $453K
IAG Wealth Partners, LLC 0.10% Add +33.2% 1,016 $451K
Wealth Alliance Advisory Group, LLC 0.10% Add +12.9% 1,013 $450K
Brio Consultants, LLC 0.08% Reduce -0.2% 1,012 $449K
Beacon Financial Group 0.05% Add +3.8% 1,011 $449K
Bennett Selby Investments LP 0.21% No change 1,011 $449K
Kickstand Ventures, Llc. 0.13% Reduce -0.3% 1,011 $449K
Union Savings Bank 0.23% No change 1,008 $448K
Crown Wealth Group, LLC 0.23% Reduce -2.4% 1,007 $447K
Gradient Capital Advisors, LLC 0.16% Add +3.1% 1,005 $446K
Burt Wealth Advisors 0.11% New 1,004 $446K
HT Partners LLC 0.16% No change 1,000 $444K
Point72 Asset Management 0.00% New 1,000 $444K
Aspire Capital Advisors LLC 0.15% Reduce -29.6% 996 $442K
Leisure Capital Management 0.22% No change 993 $441K
Stablepoint Partners, LLC 0.09% Add +38.4% 992 $440K
Koa Wealth Management, LLC 0.40% Add +17.0% 992 $440K
W1M Investment Management Ltd 0.01% Add +1.0% 990 $440K
Allegheny Financial Group 0.14% Reduce -7.3% 990 $439K
BOS Asset Management, LLC 0.23% Add +1.4% 989 $439K
Horizons Wealth Management 0.29% No change 1,071 $439K
Godsey & Gibb, Inc. 0.05% No change 987 $438K
Tilia Fiduciary Partners, Inc. 0.36% Add +49.5% 987 $438K
Westshore Wealth, LLC 0.18% Add +1.4% 994 $436K
Financial Synergies Wealth Advisors, Inc. 0.06% Reduce -3.1% 982 $436K
Tamar Securities, LLC 0.07% Reduce -0.1% 979 $435K
Holland Advisory Services, Inc. 0.47% Reduce -15.1% 975 $433K
Rockwood Wealth Management, LLC 0.06% New 975 $433K
Dentgroup LLC 0.36% No change 972 $432K
Bright Futures Wealth Management, LLC. 0.23% — 893 $430K
Kennedy Investment Group, Inc. 0.23% Reduce -0.5% 967 $430K
Southeast Asset Advisors, LLC 0.05% No change 967 $429K
Sensible Money, LLC 0.23% No change 967 $429K
Hartford Financial Management Inc. 0.09% Add +0.5% 965 $429K
Collective Family Office LLC 0.14% Reduce -9.0% 964 $428K
WASHINGTON TRUST Co 0.02% Reduce -6.3% 958 $425K
Single Point Partners, LLC 0.10% Reduce -0.8% 957 $425K
Mark Sheptoff Financial Planning, LLC 0.24% Reduce -4.7% 956 $425K
Willow Creek Wealth Management Inc. 0.05% No change 952 $423K
LVZ, Inc. 0.06% No change 952 $423K
Second Line Capital, LLC 0.14% Add +2.6% 951 $422K
Stockman Wealth Management, Inc. 0.07% Reduce -5.5% 945 $420K
Alternative Investment Advisors, LLC. 0.25% Add +2.2% 941 $419K
Dixon Fnancial Services, Inc. 0.23% No change 942 $418K
TL Private Wealth 0.21% Add +0.1% 945 $418K
Sunflower Bank, N.A. 0.09% No change 938 $416K
Culbertson A N & Co. Inc. 0.07% No change 937 $416K
BOK Financial Private Wealth, Inc. 0.03% Add +83.3% 935 $416K
Brand Asset Management Group, Inc. 0.18% Reduce -14.0% 933 $414K
Beese Fulmer Investment Management, Inc. 0.04% Reduce -11.4% 931 $413K
Bricktown Capital, LLC 0.08% No change 929 $412K
Redwood Wealth Management Group, LLC 0.44% Reduce -18.1% 925 $411K
Kavar Capital Partners Group, LLC 0.08% Reduce -50.0% 924 $410K
Baron Silver Stevens Financial Advisors, LLC 0.08% No change 923 $410K
Brady Family Wealth, LLC 0.13% No change 922 $409K
Bragg Financial Advisors, Inc 0.02% Add +2.8% 919 $408K
Cape Ann Savings Bank 0.26% No change 918 $408K
Monograph Wealth Advisors, LLC 0.06% Add +0.1% 917 $407K
Astor Investment Management LLC 0.16% Reduce -25.9% 916 $407K
Capasso Planning Partners LLC 0.17% Add +1.7% 909 $404K
Addison Advisors LLC 0.14% No change 908 $403K
Donaldson Capital Management, LLC 0.02% Reduce -6.2% 908 $403K
Valicenti Advisory Services Inc. 0.11% Add +2.3% 907 $403K
MN Wealth Advisors, LLC 0.25% Add +50.5% 1,406 $403K
XR Securities LLC 0.12% Reduce -98.5% 906 $402K
Rice Partnership, LLC 0.09% Reduce -0.6% 901 $400K
Ceera Investments, LLC 0.18% Add +45.3% 901 $400K
Long Island Wealth Management, Inc. 0.28% Add +0.2% 901 $400K
Resurgent Financial Advisors LLC 0.21% Add +7.5% 900 $399K
Asset Planning Services Inc. /La/ 0.22% Reduce -3.2% 898 $399K
FIDELIS iM, LLC 0.20% New 898 $398K
Naviter Wealth, LLC 0.06% Add +42.6% 890 $396K
DiNuzzo Private Wealth, Inc. 0.05% Add +3.9% 891 $396K
New England Professional Planning Group Inc. 0.21% No change 888 $394K
Shilanski & Associates, Inc. 0.14% Add +0.1% 887 $394K
Wallace Advisory Group, LLC 0.30% No change 961 $394K
Sabal Trust CO 0.02% New 883 $392K
Autumn Glory Partners, LLC 0.19% No change 880 $391K
Aull & Monroe Investment Management Corp 0.18% No change 880 $391K
Bangor Savings Bank 0.04% Add +29.6% 875 $389K
First Long Island Investors, LLC 0.03% No change 875 $389K
SYM FINANCIAL Corp 0.06% Reduce -21.8% 873 $388K
FLC Capital Advisors 0.10% Reduce -66.1% 872 $387K
Legacy Financial Group, Inc. 0.15% Add +0.8% 871 $387K
New Capital Management LP 0.12% New 871 $387K
North Star Asset Management Inc. 0.02% Reduce -2.3% 862 $383K
SCS Capital Management LLC 0.01% No change 860 $382K
Rockbridge Investment Management, LCC 0.06% Add +3.5% 860 $382K
Gibbs Wealth Management 0.22% — 859 $381K
Gridiron Partners, LLC 0.24% No change 858 $381K
Ellevest, Inc. 0.02% New 858 $381K
Provident Wealth Management, LLC 0.14% Add +18.9% 857 $381K
Nelson Capital Management, LLC 0.07% New 857 $381K
Heritage Investment Group, Inc. 0.05% No change 854 $379K
Wunderlich Capital Managemnt 0.17% Reduce -26.7% 853 $379K
Adell Harriman & Carpenter Inc. 0.03% Reduce -6.7% 851 $378K
OMNI 360 Wealth, Inc. 0.31% Add +11.0% 850 $377K
Councilmark Asset Management, LLC 0.27% — 850 $377K
Towerpoint Wealth, LLC 0.19% Add +24.3% 848 $377K
Forte Asset Management LLC 0.23% No change 845 $376K
Twin Lakes Capital Management, LLC 0.25% Add +0.2% 843 $374K
ABLE Financial Group, LLC 0.15% Reduce -4.5% 842 $374K
Opus Capital Group, LLC 0.05% No change 840 $373K
Canopy Partners, LLC 0.18% No change 840 $373K
TriaGen Wealth Management LLC 0.15% Add +69.8% 837 $372K
Boston Trust Walden Corp 0.00% No change 837 $372K
Register Financial Advisors LLC 0.19% Add +4.1% 835 $371K
Wealthstar Advisors, LLC 0.13% Add +2.5% 834 $370K
Garrison Point Advisors, LLC 0.24% Reduce -9.3% 833 $370K
GEM Asset Management, LLC 0.25% Reduce -20.8% 868 $370K
4J Wealth Management LLC 0.32% Add +22.4% 830 $368K
FWG Investments, LLC. 0.40% Reduce -0.2% 828 $368K
Capital CS Group, LLC 0.37% New 828 $368K
High Net Worth Advisory Group LLC 0.12% Add +17.5% 826 $367K
Gainplan LLC 0.18% New 818 $363K
Mountain Pacific Investment Advisers LLC 0.02% No change 817 $363K
Divergent Planning, LLC 0.15% New 815 $363K
Peterson Financial Group, Inc. 2.36% Reduce -1.1% 816 $362K
Boston Research & Management Inc. 0.09% Reduce -5.3% 817 $362K
John W. Brooker & Co., CPAs 0.19% Add +2.9% 815 $362K
Ruedi Wealth Management, Inc. 0.15% Add +0.3% 815 $362K
Eubel Brady & Suttman Asset Management Inc. 0.05% Add +5.2% 813 $361K
Blue Chip Partners, LLC 0.04% Reduce -4.1% 812 $360K
Orcam Financial Group 0.39% No change 810 $360K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 808 $359K
Sterling Investment Counsel, LLC 0.17% No change 808 $359K
Rede Wealth, LLC 0.15% Reduce -1.0% 806 $358K
Whitener Capital Management, Inc. 0.12% Add +1.3% 805 $358K
First Community Trust NA 0.34% No change 805 $357K
Gables Capital Management Inc. 0.20% Add +11.8% 805 $357K
WealthPlan Investment Management, LLC 0.05% Reduce -13.3% 804 $357K
Philadelphia Trust Co. 0.03% No change 802 $356K
International Private Wealth Advisors LLC 0.69% Reduce -60.4% 800 $355K
Whitcomb & Hess, Inc. 0.11% New 800 $355K
DORCHESTER WEALTH MANAGEMENT Co 0.06% No change 800 $355K
Lakeridge Wealth Management LLC 0.23% No change 800 $355K
Burkett Financial Services, LLC 0.18% Reduce -18.1% 798 $354K
Liberty Capital Management, Inc. 0.09% No change 792 $352K
Pavion Blue Capital, LLC 0.17% No change 789 $350K
Phillips Financial Management, LLC 0.03% Reduce -14.3% 786 $349K
Waterfront Wealth Inc. 0.10% Reduce -2.7% 817 $349K
Leeward Financial Partners, LLC 0.15% Reduce -3.3% 785 $349K
Maxwell Wealth Strategies Inc. 0.18% No change 771 $348K
MRA Advisory Group 0.21% Add +37.1% 783 $348K
Sculati Wealth Management, LLC 0.15% Reduce -25.2% 777 $345K
Grandfield & Dodd, LLC 0.02% No change 775 $344K
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -90.5% 774 $344K
Rosenberg Matthew Hamilton 0.10% No change 771 $343K
Successful Portfolios LLC 0.23% Reduce -0.1% 772 $343K
Cascade Investment Group, Inc. 0.26% Reduce -4.9% 771 $342K
New Potomac Partners, LLC 0.19% No change 770 $342K
Baugh & Associates, LLC 0.18% Add +19.3% 768 $341K
Fortune Financial Advisors, LLC 0.22% Reduce -1.0% 767 $340K
Range Financial Group LLC 0.18% Add +5.8% 762 $338K
CNB Bank 0.17% Add +1.6% 762 $338K
TAGStone Capital, Inc. 0.20% No change 760 $338K
Tenon Financial LLC 0.28% — 760 $338K
Bridge Advisory, LLC 0.17% Reduce -0.7% 760 $337K
Coombe, Bender & Co LLC 0.21% Reduce -18.6% 759 $337K
Verus Financial Partners, Inc. 0.04% No change 759 $337K
Park Edge Advisors, LLC 0.09% New 758 $337K
X-Square Capital, LLC 0.16% Add +4.8% 792 $336K
Occidental Asset Management, LLC 0.06% Reduce -4.8% 756 $336K
Everhart Financial Group, Inc. 0.10% Add +9.6% 754 $335K
First Bancorp, Inc 0.25% No change 753 $334K
Kirr Marbach & Co. LLC 0.08% No change 750 $333K
Parker Financial LLC 0.19% No change 750 $333K
Harvey Capital Management Inc. 0.10% No change 750 $333K
Old Second National Bank of Aurora 0.09% No change 750 $333K
Skylands Capital, LLC 0.05% No change 750 $333K
Gitterman Wealth Management, LLC 0.13% Add +2.0% 750 $333K
Beaird Harris Wealth Management, LLC 0.03% No change 747 $332K
Mayfair Advisory Group, LLC 0.24% No change 745 $331K
Pension & Wealth Management Advisors, Inc. 0.22% Add +3.9% 744 $331K
Corundum Group, Inc. 0.16% No change 745 $331K
Indie Asset Partners, LLC 0.29% New 744 $330K
Synergy Asset Management, LLC 0.06% Reduce -2.0% 741 $329K
HTG Investment Advisors, Inc. 0.19% No change 740 $329K
Cullinan Associates Inc. 0.02% New 740 $329K
Exchange Bank 0.27% New 739 $328K
Aspect Partners, LLC 0.26% No change 736 $327K
Firestone Capital Management 0.09% New 735 $326K
Heritage Wealth Management, LLC 0.17% New 733 $325K
Wells Trecaso Financial Group, LLC 0.12% Reduce -10.7% 733 $325K
Olistico Wealth, LLC 0.23% Add +8.5% 730 $324K
Gallagher Fiduciary Advisors, LLC 0.01% Add +0.6% 729 $324K
Beverly Hills Private Wealth, LLC 0.08% No change 729 $324K
Eclectic Associates Inc. 0.15% Reduce -5.1% 726 $322K
Shira Ridge Wealth Management 0.18% Reduce -0.6% 725 $322K
Arbor Trust Wealth Advisors, LLC 0.18% Reduce -2.0% 732 $321K
OneAscent Wealth Management LLC 0.12% Reduce -7.7% 724 $321K
Blodgett Wealth Advisors, LLC 0.29% Add +6.2% 723 $321K
Davis Capital Management 0.29% Add +20.8% 719 $320K
Francis Financial, Inc. 0.10% Add +2.6% 718 $319K
Heritage Financial Services, LLC 0.05% Reduce -0.6% 717 $318K
Roberts Glore & Co. Inc. 0.10% Reduce -4.3% 717 $318K
Family Firm, Inc. 0.08% Add +0.1% 716 $318K
First Western Trust Bank 0.01% Add +45.6% 715 $317K
Vanguard Capital Wealth Advisors 0.22% No change 715 $317K
White Knight Strategic Wealth Advisors, LLC 0.33% No change 713 $317K
Nemes Rush Group LLC 0.05% Reduce -1.1% 712 $316K
Fernwood Investment Management, LLC 0.09% Reduce -61.7% 711 $316K
Asset Advisors Investment Management, LLC 0.04% No change 711 $316K
Mycio Wealth Partners, LLC 0.08% No change 710 $315K
Lakewood Asset Management LLC 0.21% No change 710 $315K
Glass Jacobson Investment Advisors llc 0.12% Reduce -1.0% 709 $315K
Washington Trust Bank 0.03% Add +2.3% 708 $314K
KMG Fiduciary Partners, LLC 0.03% No change 705 $313K
Shapiro Capital Management LLC 0.01% No change 702 $312K
Cherry Tree Wealth Management, LLC 0.08% Add +0.1% 702 $312K
Matthew Goff Investment Advisor, LLC 0.06% Add +5.9% 700 $311K
Outfitters Financial LLC 0.25% New 699 $310K
Gen-Wealth Partners Inc 0.15% — 698 $310K
Trust Co of the South 0.07% Add +33.7% 698 $310K
Legacy Capital Group California, Inc. 0.11% New 696 $309K
KWB Wealth 0.04% Reduce -16.0% 695 $309K
Gunderson Capital Management LLC 0.14% Reduce -3.4% 691 $307K
Primoris Wealth Advisors, LLC 0.25% Reduce -2.5% 691 $307K
Addison Capital Co 0.15% New 690 $306K
TCV Trust & Wealth Management, Inc. 0.03% New 689 $306K
Patton Albertson Miller Group, LLC 0.05% Add +1.3% 689 $306K
Debussy Capital Management LP 0.09% Add +0.4% 692 $306K
NBW Capital LLC 0.06% Reduce -52.9% 687 $305K
Bryant Woods Investment Advisors, LLC 0.18% No change 685 $304K
FSA Wealth Management LLC 0.13% Reduce -18.4% 685 $304K
Quotient Wealth Partners, LLC 0.01% Add +5.1% 684 $304K
Eagle Ridge Investment Management 0.03% No change 681 $302K
Howe & Rusling Inc. 0.03% Reduce -4.2% 678 $301K
Bank of New Hampshire 0.08% No change 676 $300K
First Financial Bankshares Inc 0.01% Reduce -6.5% 675 $300K
Benjamin Edwards Inc. 0.06% Add +27.6% 671 $298K
Greenspring Advisors, LLC 0.07% No change 671 $298K
Endowment Wealth Management, Inc. 0.22% Add +1.2% 670 $298K
Clarity Financial LLC 0.05% Reduce -34.0% 670 $297K
DDD Partners, LLC 0.04% No change 670 $297K
Paragon Financial Partners, Inc. 0.24% Add +0.1% 670 $297K
Turtle Creek Wealth Advisors, LLC 0.07% No change 669 $297K
Grove Bank & Trust 0.05% Reduce -12.6% 669 $297K
Brooklyn FI, LLC 0.12% Reduce -1.5% 665 $295K
EagleClaw Capital Managment, LLC 0.05% No change 665 $295K
Columbia Asset Management 0.06% No change 721 $295K
Stratos Investment Management, LLC 0.03% No change 661 $294K
Atwater Malick LLC 0.10% New 661 $293K
Criterion Capital Advisors, LLC 0.19% Add +0.5% 658 $292K
River Street Advisors LLC 0.20% Reduce -45.4% 655 $291K
Rodgers Brothers Inc. 0.04% New 655 $291K
Asset Planning Corporation 0.21% Add +0.1% 651 $289K
V2 Financial group LLC 0.20% No change 650 $289K
Loudon Investment Management, LLC 0.17% No change 650 $289K
Boothbay Fund Management, LLC 0.01% Reduce -90.7% 650 $289K
Legacy Financial Group LLC 0.06% New 649 $288K
America First Investment Advisors, LLC 0.07% No change 648 $288K
Summit Financial Wealth Advisors, LLC 0.06% Reduce -33.6% 645 $286K
Foster & Motley Inc. 0.02% Add +2.5% 644 $286K
Dechtman Wealth Management, LLC 0.07% New 642 $285K
Centerpoint Advisors, LLC 0.11% Add +11.1% 642 $285K
Wambolt & Associates, LLC 0.08% Reduce -12.3% 634 $282K
Catalyst Financial Partners LLC 0.07% New 662 $282K
Farmers & Merchants Investments Inc. 0.01% No change 634 $282K
Harvest Fund Management Co., Ltd 0.03% No change 633 $281K
Adapt Wealth Advisors, LLC 0.20% — 627 $278K
Cetera Trust Company, N.A 0.17% Reduce -13.8% 627 $278K
Horan Capital Advisors, LLC. 0.10% No change 625 $278K
Great Waters Wealth Management 0.05% New 624 $277K
RAM Investment Partners, LLC 0.09% New 624 $277K
Guardian Capital Advisors LP 0.03% Reduce -10.3% 650 $277K
Fagan Associates, Inc. 0.05% No change 620 $275K
Fusion Capital, LLC 0.13% Reduce -5.2% 620 $275K
Parkside Advisors LLC 0.07% Reduce -0.2% 615 $273K
True Vision MN LLC 0.19% Add +13.6% 633 $273K
FOCUS Wealth Advisors, LLC 0.15% No change 615 $273K
Coston, McIsaac & Partners 0.09% Reduce -13.1% 617 $273K
Atlas Capital Advisors Inc. 0.04% No change 614 $273K
First Bank & Trust 0.06% Add +1.8% 614 $273K
Broadview Financial Management, LLC 0.20% No change 613 $272K
Lantern Wealth Advisors, LLC 0.19% Reduce -0.3% 613 $272K
Moody LYNN Lieberson & Walker, LLC 0.02% No change 612 $272K
Sivia Capital Partners, LLC 0.18% Add +14.6% 611 $271K
Rooted Wealth Advisors, Inc. 0.13% Add +5.2% 613 $271K
Mengis Capital Management, Inc. 0.04% Reduce -3.9% 610 $271K
Blackhawk Capital Partners, LLC 0.17% Add +6.8% 609 $270K
Bridge Creek Capital Management LLC 0.09% Reduce -4.5% 609 $270K
AIMZ Investment Advisors, LLC 0.10% Add +0.2% 609 $270K
Sloy Dahl & Holst, LLC 0.06% No change 607 $270K
Woodley Farra Manion Portfolio Management Inc. 0.01% No change 606 $269K
VAUGHAN & Co SECURITIES, INC. 0.17% Reduce -0.3% 606 $269K
Shaker Financial Services, LLC 0.10% No change 603 $268K
Axiom Advisory, LLC 0.20% Add +9.8% 603 $268K
Letson Investment Management, Inc. 0.11% No change 602 $267K
Seed Wealth Management, Inc. 0.26% No change 600 $267K
Wiser Advisor Group LLC 0.42% Add +0.2% 600 $267K
Forza Wealth Management, LLC 0.14% No change 600 $266K
1776 Wealth LLC 0.13% No change 600 $266K
Graham Capital Management, L.P. 0.01% Reduce -91.9% 600 $266K
Matisse Capital 0.13% Add +0.2% 599 $266K
Thomasville National Bank 0.02% Reduce -1.6% 598 $266K
Capital Investment Counsel, Inc 0.05% New 596 $264K
Morningstar Investment Services LLC 0.00% Reduce -40.4% 594 $264K
Weaver Capital Management LLC 0.07% No change 594 $264K
Barlow Wealth Partners, LLC 0.04% No change 600 $263K
Bath Savings Trust Co 0.03% Reduce -1.7% 590 $262K
Herold Advisors, Inc. 0.06% No change 587 $261K
ERn Financial, LLC 0.05% Add +4.5% 586 $260K
Kraematon Investment Advisors, Inc. 0.26% New 583 $259K
Rain Capital Management, LLC 0.17% Add +0.3% 583 $259K
Courage Miller Partners, LLC 0.09% New 582 $258K
Biondo Investment Advisors, LLC 0.04% No change 582 $258K
Avion Wealth 0.07% Reduce -16.2% 578 $257K
Valley Forge Investment Consultants Inc. Adv 0.10% No change 578 $257K
Summa Corp. 0.14% No change 575 $255K
Bishop & Co Investment Management, LLC 0.11% New 574 $255K
Motco 0.02% No change 574 $255K
Arbor Capital Management Inc. 0.24% New 576 $254K
Graves Light Lenhart Wealth, Inc. 0.03% No change 572 $254K
Financial Network Wealth Advisors LLC 0.25% Add +1.4% 571 $253K
Vision Capital Management, Inc. 0.04% Reduce -2.6% 570 $253K
Gimbal Financial 0.21% Reduce -19.2% 568 $252K
Redwood Investment Management, LLC 0.02% New 568 $252K
Prairie Sky Financial Group LLC 0.15% New 566 $252K
Wellington Shields Capital Management, LLC 0.05% Reduce -38.4% 566 $251K
BetterWealth, LLC 0.08% Add +7.6% 566 $251K
PCA Investment Advisory Services Inc. 0.14% No change 566 $251K
Benchmark Investment Advisors LLC 0.20% Reduce -17.5% 565 $251K
Demars Financial Group, LLC 0.12% Reduce -26.0% 563 $250K
Crescent Sterling, Ltd. 0.23% No change 563 $250K
TD Capital Management LLC 0.03% No change 561 $249K
LCM Capital Management Inc 0.16% New 559 $248K
Empirical Asset Management, LLC 0.12% New 559 $248K
Callahan Advisors, LLC 0.03% No change 557 $247K
Sutton Place Investors LLC 0.12% New 557 $247K
WealthTrust Axiom LLC 0.08% Reduce -9.3% 557 $247K
Suncoast Equity Management 0.03% New 557 $247K
Sweeney & Michel, LLC 0.11% — 553 $247K
Oliver Luxxe Assets LLC 0.05% Reduce -5.1% 555 $246K
Highlander Capital Management, LLC 0.10% Reduce -9.0% 555 $246K
Better Money Decisions, LLC 0.19% Add +0.2% 553 $245K
Essex Private Wealth Management, LLC 0.69% Reduce -21.0% 552 $245K
Versant Capital Management, Inc 0.07% No change 550 $244K
Wilkins Investment Counsel Inc. 0.04% Reduce -26.7% 550 $244K
Vima LLC 0.28% Reduce -11.7% 759 $244K
Houlihan Financial Resource Group, Ltd. 0.11% No change 550 $244K
Allred Capital Management, LLC 0.10% Reduce -49.6% 549 $244K
Fort Washington Investment Advisors Inc. 0.00% Add +6.4% 546 $242K
Alexander Labrunerie & Co., Inc. 0.14% — 543 $241K
Caldwell Sutter Capital, Inc. 0.12% No change 541 $240K
CMH Wealth Management LLC 0.06% New 538 $239K
Laurel Wealth Advisors LLC 0.04% Reduce -30.7% 538 $239K
Legacy Wealth Management, LLC 0.02% Reduce -1.3% 536 $238K
Alaethes Wealth, LLC 0.10% Reduce -78.0% 535 $238K
1900 Wealth Management LLC 0.02% No change 534 $237K
Jacobs & Co. 0.03% Add +3.1% 536 $237K
Asset Management One Co., Ltd. 0.00% New 533 $237K
Elevation Wealth Partners, LLC 0.12% Add +1.1% 530 $235K
Wick Capital Partners, LLC 0.23% No change 527 $234K
City State Bank 0.10% Add +34.4% 527 $234K
Pegasus Partners Ltd. 0.02% New 527 $234K
Bulltick Wealth Management, LLC 0.05% New 525 $233K
Archford Capital Strategies, LLC 0.04% No change 525 $233K
Empire Financial Management Company, LLC 0.08% Reduce -2.1% 524 $233K
Northstar Advisory Group, LLC 0.14% Reduce -91.8% 526 $232K
Tobias Financial Advisors, Inc. 0.05% Add +1.8% 521 $231K
WP Advisors, LLC 0.08% Reduce -19.5% 520 $231K
Syntrinsic LLC 0.08% No change 518 $230K
Boston Common Asset Management, LLC 0.01% No change 519 $230K
One Wealth Map LLC 0.15% Reduce -55.1% 549 $230K
Gordian Advisors LLC 0.21% New 516 $229K
Strategic Point Investment Advisors, LLC 0.04% Add +2.4% 516 $229K
United Bank 0.03% New 515 $229K
Advus Financial Partners, LLC 0.07% Add +0.2% 514 $228K
Schwarz Dygos Wheeler Investment Advisors LLC 0.06% Reduce -13.3% 514 $228K
Perissos Private Wealth Management, LLC 0.21% — 513 $228K
Twin Capital Management Inc. 0.03% New 512 $227K
Wharton Business Group, LLC 0.01% No change 511 $227K
Norris Perne & French LLP 0.02% Reduce -21.3% 510 $226K
Able Wealth Management LLC 0.20% Reduce -20.6% 508 $226K
Bedel Financial Consulting, Inc. 0.04% Reduce -1.0% 509 $226K
Trueblood Wealth Management, LLC 0.13% Reduce -13.6% 508 $226K
Solitude Financial Services 0.10% Reduce -16.9% 507 $225K
Quadrant Capital Group LLC 0.02% Add +20.5% 506 $225K
Shearwater Capital LLC 0.17% No change 505 $224K
Lynch & Associates 0.05% No change 505 $224K
Opes Wealth Management LLC 0.05% Reduce -16.5% 505 $224K
Tevis Investment Management 0.19% No change 504 $224K
Burton Enright Welch 0.05% New 501 $222K
MorganRosel Wealth Management, LLC 0.08% No change 500 $222K
Gould Asset Management LLC 0.05% No change 500 $222K
Beck Mack & Oliver LLC 0.00% No change 500 $222K
Hemington Wealth Management 0.08% New 498 $222K
Wayfinding Financial, LLC 0.13% No change 500 $220K
CoreFirst Bank & Trust 0.14% No change 495 $220K
Grand Wealth Management, LLC 0.10% No change 494 $219K
Ferguson Shapiro LLC 0.10% Reduce -12.8% 492 $219K
Gallacher Capital Management LLC 0.11% New 491 $218K
Argent Advisors, Inc. 0.09% Reduce -9.3% 489 $217K
St. Johns Investment Management Company, LLC 0.10% Reduce -59.8% 488 $217K
Kelly Financial Services LLC 0.08% Reduce -2.6% 487 $216K
Middleton & Co. Inc. 0.02% New 486 $216K
Congress Asset Management Co. 0.00% New 485 $215K
Vermillion & White Wealth Management Group, LLC 0.17% New 482 $214K
Interchange Capital Partners, LLC 0.14% New 481 $214K
Fi3 FINANCIAL ADVISORS, LLC 0.10% New 490 $213K
Willis Johnson & Associates, Inc. 0.02% Reduce -11.0% 479 $213K
Mittelman Wealth Management 0.14% — 479 $213K
First American Bank 0.02% New 478 $212K
Walled Lake Planning & Wealth Management, LLC 0.09% Reduce -25.5% 477 $212K
Hendershot Investments Inc. 0.03% No change 477 $212K
Treynor Bancshares, Inc. 0.12% New 476 $211K
Austin Wealth Management, LLC 0.05% New 463 $211K
Townsend & Associates, Inc 0.02% New 496 $211K
Cedar Point Capital Partners, LLC 0.16% New 474 $210K
Theory Financial LLC 0.11% New 474 $210K
Janus Henderson Group PLC 0.00% New 472 $210K
Whitford Management LLC 0.12% New 469 $208K
Brooks, Moore & Associates, Inc. 0.13% New 465 $206K
Vectors Research Management, LLC 0.06% Reduce -18.0% 464 $206K
My Legacy Advisors, LLC 0.07% New 463 $206K
One Wealth Advisors, LLC 0.04% New 460 $205K
TruNorth Capital Management, LLC 0.07% — 461 $205K
Canvas Wealth Advisors, LLC 0.07% New 480 $204K
Windsor Capital Management, LLC 0.06% Reduce -20.2% 459 $204K
Prairie Wealth Advisors, Inc. 0.10% — 458 $204K
Hills Bank & Trust Co 0.02% Add +59.4% 456 $202K
Rench Wealth Management, Inc. 0.08% New 454 $202K
Constitution Capital LLC 0.11% Reduce -8.1% 453 $201K
Hudson Capital Management LLC 0.07% New 453 $201K
Accent Capital Management, LLC 0.17% New 433 $193K
Clear Investment Research, LLC 0.26% No change 432 $192K
HighMark Wealth Management LLC 0.12% No change 377 $186K
Pathway Financial Advisers, LLC 0.07% Add +1.5% 416 $185K
IFS Advisors, LLC 0.16% No change 414 $184K
Credential Qtrade Securities Inc. 0.01% New 413 $183K
Evermay Wealth Management LLC 0.03% Add +1.7% 412 $183K
M&R Capital Management Inc. 0.04% No change 412 $183K
GAMMA Investing LLC 0.04% No change 400 $178K
Missouri Trust & Investment Co 0.06% Reduce -4.9% 370 $164K
Planning Capital Management Corp 0.12% Add +12.5% 369 $164K
Studio Investment Management LLC 0.04% Add +28.5% 361 $161K
Nvwm, LLC 0.04% Reduce -79.5% 358 $159K
Resources Management Corp. /CT/ 0.02% Add +5816.7% 355 $158K
Mowery & Schoenfeld Wealth Management, LLC 0.30% No change 345 $153K
Delta Asset Management LLC 0.01% No change 345 $153K
Bare Financial Services, Inc 0.15% No change 356 $151K
United Community Bank 0.06% No change 340 $151K
Horrell Capital Management, Inc. 0.04% No change 337 $150K
Cyrus J. Lawrence, LLC 0.03% — 333 $147K
GoalVest Advisory LLC 0.05% Add +222.8% 326 $145K
Ceeto Capital Group, LLC 0.06% Reduce -60.7% 324 $144K
Koesten, Hirschmann & Crabtree, INC. 0.09% Add +14.1% 323 $143K
Briaud Financial Planning Inc 0.08% New 322 $143K
Cypress Capital Management LLC (WY) 0.15% No change 315 $140K
Aspire Private Capital, LLC 0.04% Add +275.0% 315 $140K
First Pacific Financial 0.04% Reduce -1.0% 302 $134K
Goldstream Capital Management Ltd 0.08% No change 300 $134K
Centennial Bank 0.07% No change 300 $133K
Perkins Coie Trust Co 0.03% No change 299 $133K
Gould Capital, LLC 0.09% No change 295 $131K
SRH Advisors, LLC 0.04% Add +31.1% 295 $131K
TFC Financial Management, Inc. 0.02% Reduce -16.6% 291 $129K
Stone House Investment Management, LLC 0.03% Add +660.5% 289 $128K
Cranbrook Wealth Management, LLC 0.03% Reduce -6.6% 285 $127K
Partnership Wealth Management, LLC 0.09% No change 280 $124K
Psagot Value Holdings Ltd. / (Israel) 1.13% Reduce -99.0% 279 $124K
Private Wealth Management Group, LLC 0.06% Add +0.7% 277 $123K
SJS Investment Consulting Inc. 0.02% Reduce -26.8% 273 $121K
Avalon Trust Co 0.01% No change 273 $121K
Breakwater Investment Management 0.06% — 272 $121K
Jag Capital Management, LLC 0.02% New 272 $121K
Prestige Wealth Management Group LLC 0.03% No change 271 $120K
Thomas J. Herzfeld Advisors, Inc. 0.04% No change 270 $120K
REAP Financial Group, LLC 0.03% No change 268 $119K
West Branch Capital LLC 0.05% No change 267 $119K
Janiczek Wealth Management, LLC 0.02% Add +9.2% 250 $111K
Russell Investments Group, Ltd. 0.00% Add +140.6% 243 $108K
Western Pacific Wealth Management, LP 0.08% No change 238 $106K
Atlantic Edge Private Wealth Management, LLC 0.04% No change 229 $102K
MV Capital Management, Inc. 0.01% No change 228 $101K
Semmax Financial Advisors Inc. 0.03% Reduce -4.4% 218 $97K
Palisade Asset Management, LLC 0.01% New 214 $95K
BBJS Financial Advisors, LLC 0.03% No change 208 $92K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 207 $92K
Keener Financial Planning LLC 0.06% No change 189 $84K
Washington Trust Advisors, Inc. 0.01% No change 175 $78K
Signature Resources Capital Management, LLC 0.07% No change 187 $77K
American Capital Advisory, LLC 0.06% Add +43.5% 231 $74K
Piscataqua Savings Bank 0.06% No change 160 $71K
Core Wealth Advisors, Inc. 0.02% Add +6.7% 159 $71K
Northwest Bank & Trust Co 0.06% No change 160 $68K
VELA Investment Management, LLC 0.02% New 151 $67K
Cassady Schiller Wealth Management, LLC 0.03% Add +3.5% 148 $66K
Carolina Wealth Advisors, LLC 0.04% New 146 $65K
EnRich Financial Partners LLC 0.02% New 145 $64K
Financial Connections Group, Inc. 0.07% No change 142 $64K
Iron Horse Wealth Management, LLC 0.03% Reduce -53.1% 142 $63K
Pineridge Advisors LLC 0.02% Reduce -89.2% 138 $61K
Hoese & Co LLP 0.06% No change 140 $61K
Operose Advisors LLC 0.02% Add +800.0% 135 $60K
Mb, Levis & Associates, LLC 0.03% No change 134 $59K
Cadent Capital Advisors, LLC 0.02% New 134 $59K
Hexagon Capital Partners LLC 0.01% Add +1.5% 132 $59K
Logan Capital Management Inc. 0.00% No change 127 $56K
Princeton Global Asset Management LLC 0.01% Reduce -18.9% 124 $55K
Barrett & Company, Inc. 0.02% No change 118 $52K
Foster Dykema Cabot & Partners, LLC 0.00% No change 111 $49K
Robinswood Financial LLC 0.02% Add +423.8% 110 $49K
Pflug Koory, LLC 0.00% No change 110 $49K
Riverview Trust Co 0.04% New 109 $48K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 108 $48K
Red Tortoise LLC 0.03% Add +10.6% 104 $46K
CarsonAllaria Wealth Management, Ltd. 0.03% Add +30.4% 103 $46K
Tradewinds Capital Management, LLC 0.01% Reduce -35.4% 102 $45K
Spectrum Wealth Counsel, LLC 0.01% No change 100 $44K
Annapolis Financial Services, LLC 0.01% Reduce -82.6% 99 $44K
Bear Mountain Capital, Inc. 0.02% No change 103 $44K
NewSquare Capital LLC 0.00% Reduce -14.8% 98 $44K
Robinson Capital Management, LLC 0.02% No change 100 $43K
Chelsea Counsel Co. 0.02% New 91 $40K
Voisard Asset Management Group, Inc. 0.02% No change 86 $38K
Blume Capital Management, Inc. 0.01% No change 85 $38K
Gleason Group, Inc. 0.01% Reduce -79.5% 82 $36K
New England Capital Financial Advisors LLC 0.02% No change 82 $36K
Bray Capital Advisors 0.01% Add +6.5% 82 $36K
Halpern Financial, Inc. 0.01% Reduce -79.3% 76 $34K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% Reduce -66.4% 75 $33K
True Wealth Design, LLC 0.01% No change 73 $32K
Legacy Bridge, LLC 0.02% Add +800.0% 72 $32K
Exchange Traded Concepts, LLC 0.00% New 66 $29K
Deane Retirement Strategies, Inc. 0.01% New 65 $29K
PayPay Securities Corp 1.44% Reduce -12.2% 65 $29K
Capital Management Associates 0.03% No change 62 $28K
New Covenant Trust Company, N.A. 0.03% — 62 $28K
Citizens National Bank Trust Department 0.01% No change 61 $27K
Ogorek Anthony Joseph /NY/ 0.01% No change 63 $27K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 58 $26K
NBT Bank, N.A. 0.00% No change 57 $25K
Central Bank & Trust Co. 0.00% New 51 $23K
BTG Pactual Global Asset Management Ltd 0.01% New 47 $21K
Hoey Investments, Inc. 0.00% Add +156.3% 41 $18K
Broadwater Capital Management LLC 0.01% No change 32 $14K
Sawyer & Company, Inc 0.01% No change 32 $14K
C M Bidwell & Associates Ltd. 0.01% No change 30 $13K
Covestor Ltd 0.01% No change 30 $13K
Accordant Advisory Group Inc 0.01% — 28 $12K
Financial Management Professionals, Inc. 0.00% No change 25 $11K
Bellevue Asset Management, LLC 0.01% New 22 $10K
Nordwand Advisors, LLC 0.00% No change 19 $8K
PFG Private Wealth Management, LLC 0.01% No change 18 $8K
Hanson & Doremus Investment Management 0.00% No change 18 $8K
Quent Capital, LLC 0.00% New 16 $7K
Donald L. Hagan, LLC 0.00% No change 15 $7K
Creative Capital Management Investments LLC 0.00% No change 15 $7K
FPC Investment Advisory, Inc. 0.01% — 15 $6K
Legacies Wealth LLC 0.01% Reduce -96.8% 14 $6K
CGC Financial Services, LLC 0.00% Add +10.0% 11 $5K
DecisionPoint Financial, LLC 0.00% Reduce -45.0% 11 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $4K
HBC Financial Services, PLLC 0.00% New 10 $4K
MidAtlantic Capital Management, Inc. 0.00% Reduce -35.7% 9 $4K
Investors Research Corp 0.00% No change 8 $4K
Wells Financial Advisors INC 0.00% No change 5 $2K
Hillsdale Investment Management Inc. 0.00% No change 5 $2K
4Thought Financial Group Inc. 0.00% No change 4 $2K
Frazier Financial Advisors, LLC 0.00% Reduce -69.2% 4 $2K
PEAK6 Investments LLC 0.00% Reduce -50.0% 2 $992
Valued Wealth Advisors LLC 0.00% No change 2 $902
RFP Financial Group LLC 0.00% Reduce -93.5% 21 $577
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $444

"% of holder's portfolio" is QQQ's weight in each manager's 13F, not the share of Invesco QQQ Trust Series 1 the manager owns.