Invesco QQQ Trust Series 1QQQETF

13F holders, Q2 2024 (June 30)
2,958holders +60
171new positions
123sold out
8famous investors
$469.21avg. 13F price*

At the end of Q2 2024, 2,958 institutions reported holding Invesco QQQ Trust Series 1 (QQQ) in their 13F filings, up 60 from Q1 2024. 171 opened new positions and 123 sold out. The largest holders were Morgan Stanley ($8.4B), Bank of America Corp. ($5.7B) and LPL Financial LLC ($4.2B). 8 famous investors held it, including Ken Griffin (1.6% of Citadel Advisors's portfolio), Ken Fisher (0.4% of Fisher Asset Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions171$1.7B
Exits123$2.0B

All 13F filers, Q1 2024 → Q2 2024: 24,729,695 shares bought and 37,216,747 shares sold, net −12,487,052 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,958 holders

Morgan Stanley 0.65% Reduce -27.5% 17,544,342 $8.4B
Bank of America Corp. 0.55% Reduce -16.6% 11,909,084 $5.7B
LPL Financial LLC 2.10% Add +3.7% 8,799,185 $4.2B
Royal Bank of Canada 0.91% Add +78.7% 7,884,307 $3.8B
Wells Fargo & Company 0.95% Reduce -8.8% 7,666,064 $3.7B
Goldman Sachs Group Inc. 0.63% Reduce -4.2% 6,678,722 $3.2B
JPMorgan Chase & Co. 0.23% Add +12.6% 5,613,279 $2.7B
UBS Group AG 0.75% Reduce -3.1% 5,122,982 $2.5B
Susquehanna International Group, LLP 4.26% Reduce -5.2% 5,008,648 $2.4B
Ameriprise Financial Inc. 0.65% Add +7.3% 4,966,637 $2.4B
HRT Financial LP 10.63% Add +10.3% 3,953,671 $1.9B
Toronto Dominion Bank 2.90% Reduce -13.5% 3,772,975 $1.8B
Citadel Advisors 1.60% Add +584.8% 3,304,542 $1.6B
Envestnet Asset Management Inc. 0.54% Reduce -28.6% 3,219,644 $1.5B
Northwestern Mutual Wealth Management Co. 1.51% Add +1.1% 3,199,214 $1.5B
PNC Financial Services Group, Inc. 1.00% Reduce -31.4% 3,122,758 $1.5B
Healthcare of Ontario Pension Plan Trust Fund 3.99% Reduce -0.7% 2,806,000 $1.3B
Commonwealth Equity Services, LLC 1.93% Add +2.6% 2,544,540 $1.2B
CHURCHILL MANAGEMENT Corp 12.75% Add +22.2% 2,255,637 $1.1B
Raymond James Financial Services Advisors, Inc. 1.53% Add +10.2% 2,241,509 $1.1B
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 59.16% Add +9.5% 2,200,000 $1.1B
Bank of Montreal 0.28% Add +50.4% 1,927,708 $926.6M
Fisher Asset Management 0.39% Reduce -9.5% 1,888,008 $904.6M
Canada Pension Plan Investment Board 0.85% Add +1.1% 1,800,000 $862.4M
National Mutual Insurance Federation of Agricultural Cooperatives 8.41% No change 1,759,000 $842.8M
Citigroup Inc. 0.79% Add +39.5% 1,704,426 $816.6M
Cetera Investment Advisers 1.81% Add +2.5% 1,644,645 $788.0M
Osaic Holdings, Inc. 1.67% Reduce -28.0% 1,476,210 $707.8M
Raymond James & Associates 0.45% Reduce -1.3% 1,415,739 $678.3M
US Bancorp \de 0.90% Add +9.4% 1,370,862 $656.8M
Cambridge Investment Research Advisors, Inc. 2.26% Reduce -14.8% 1,275,526 $611.1M
TD Asset Management Inc 0.52% Add +0.1% 1,163,001 $557.2M
Barclays PLC 0.23% Reduce -40.9% 1,052,874 $504.4M
HighTower Advisors, LLC 0.76% New 1,029,639 $493.2M
Truist Financial Corp. 0.75% Reduce -9.6% 1,026,479 $491.8M
Jane Street Group, LLC 0.53% Reduce -83.8% 1,011,130 $484.4M
Analyst IMS Investment Management Services Ltd. 19.78% Add +3.5% 1,005,833 $481.9M
Two Sigma Investments, LP 1.10% Add +15.3% 935,954 $448.4M
MML Investors Services, LLC 1.74% Add +4.1% 900,112 $431.3M
Barings LLC 10.47% Reduce -3.7% 885,591 $426.5M
Stifel Financial Corp. 0.47% Add +7.8% 868,761 $416.3M
Alkeon Capital Management LLC 2.09% No change 849,777 $407.1M
Mirae Asset Global Investments Co., Ltd. 2.02% Add +20.7% 841,472 $404.4M
Rockefeller Capital Management L.P. 1.13% Reduce -3.9% 830,426 $397.8M
Artemis Wealth Advisors, LLC 63.00% Add +0.2% 824,373 $395.0M
Janney Montgomery Scott LLC 1.20% Add +15.0% 818,734 $392.3M
FMR LLC 0.02% Add +6.7% 764,727 $366.4M
BNP Paribas Financial Markets 0.39% Reduce -15.8% 744,390 $356.6M
Mariner, LLC 0.69% Add +3.4% 739,237 $354.2M
GTS Securities LLC 7.28% Add +317.8% 732,265 $350.7M
Meitav Investment House Ltd. 5.92% Add +7.0% 693,589 $332.2M
Harvard Management Co. Inc. 19.97% No change 686,000 $328.7M
Fiera Capital Corp 1.01% Add +0.9% 677,698 $324.7M
Susquehanna Foundation 98.81% No change 673,923 $322.9M
Myriad Asset Management US LP 100.00% — 662,340 $317.3M
Mizuho Securities USA LLC 6.74% No change 635,957 $304.6M
Kestra Advisory Services, LLC 1.66% Add +12.7% 620,589 $297.3M
Cerity Partners LLC 0.80% Add +3.0% 611,988 $293.3M
Cwm, LLC 1.35% Add +1.4% 598,507 $286.8M
Optiver Holding B.V. 5.49% Reduce -25.4% 593,655 $284.4M
Creative Planning 0.30% Add +3.6% 591,714 $283.5M
Sumitomo Mitsui Trust Group, Inc. 0.20% Reduce -15.9% 555,980 $266.4M
Equitable Holdings, Inc. 2.78% Add +1.1% 550,351 $263.7M
Main Management ETF Advisors, LLC 13.12% Add +18.7% 548,370 $262.7M
Private Advisor Group, LLC 1.76% Add +3.1% 547,701 $262.4M
Rafferty Asset Management, LLC 0.96% Reduce -1.9% 537,053 $257.3M
Horizon Investments, LLC 6.51% Reduce -22.1% 491,503 $235.5M
IMC-Chicago, LLC 7.31% Add +96.9% 476,306 $228.2M
Wealth Enhancement Advisory Services, LLC 0.52% Add +15.6% 457,115 $219.0M
J.Safra Asset Management Corp 21.94% Add +1.2% 453,832 $217.4M
Mirae Asset Securities (usa) Inc. 13.86% — 450,000 $215.6M
Wolverine Trading, LLC 3.48% Reduce -77.0% 443,918 $212.7M
Jump Financial, LLC 4.35% Reduce -36.3% 443,480 $212.5M
LMR Partners LLP 5.73% Add +1297.8% 435,961 $208.9M
Schonfeld Strategic Advisors LLC 1.59% Add +19.1% 428,919 $205.5M
Ieq Capital, LLC 2.73% Reduce -3.3% 423,392 $202.9M
Bell Bank 16.79% Reduce -2.0% 416,660 $199.6M
Ritholtz Wealth Management 6.40% Add +0.2% 404,635 $193.9M
Composition Wealth, LLC 4.60% Add +1.9% 393,931 $188.7M
Nissay Asset Management Corp. /Japan 1.21% No change 382,335 $183.2M
Bouchey Financial Group, Ltd. 17.35% Reduce -2.1% 381,041 $182.6M
Avantax Advisory Services, Inc. 1.25% Add +3.6% 367,132 $175.9M
Brookstone Capital Management 2.87% Add +5.7% 359,201 $173.1M
Peapack Gladstone Financial Corp. 2.55% Reduce -0.1% 346,390 $166.0M
Focus Partners Wealth 0.56% Add +60.5% 344,821 $165.2M
Two Sigma Advisers, LP 0.36% Add +2.7% 338,880 $162.4M
CBIZ Investment Advisory Services, LLC 9.12% Add +6880.6% 395,588 $162.1M
Bank Julius Baer & Co. Ltd, Zurich 0.62% Reduce -11.7% 302,954 $161.5M
Capstone Investment Advisors, LLC 7.20% Add +85.2% 332,753 $159.4M
Atria Wealth Solutions, Inc. 1.75% Reduce -6.8% 330,130 $158.3M
Cibc World Market Inc. 0.39% Add +15.7% 329,918 $158.1M
Invictus Private Wealth, LLC 13.26% Add +1.8% 329,884 $158.1M
Cohen Klingenstein LLC 5.60% Reduce -2.5% 321,942 $154.2M
Corient Private Wealth LP 0.26% Add +18.9% 315,171 $151.0M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 13.32% Add +0.4% 307,951 $147.7M
Bank of New York Mellon Corp 0.03% Reduce -11.2% 307,529 $147.3M
Natixis 0.91% Reduce -62.4% 300,921 $144.2M
Consolidated Investment Group LLC 22.33% No change 300,565 $144.0M
TRB Advisors LP 26.80% New 300,000 $143.7M
Harbour Investments, Inc. 4.72% Add +7.5% 292,188 $140.0M
Baird Financial Group, Inc. 0.29% Add +2.7% 289,227 $138.6M
MAI Capital Management 1.36% Add +3.0% 287,787 $137.9M
DRW Securities, LLC 8.33% Add +283.2% 283,726 $135.9M
Steel Grove Capital Advisors, LLC 18.26% Reduce -92.0% 276,058 $132.3M
Northern Trust Corp. 0.02% Add +0.3% 271,663 $130.2M
Walleye Trading LLC 2.56% Add +60.2% 271,065 $129.9M
PPSC Investment Service Corp 17.21% Add +3.1% 268,407 $128.6M
Steward Partners Investment Advisory, LLC 1.34% Add +1.4% 265,893 $127.4M
Saudi Central Bank 12.76% No change 263,622 $126.5M
Bailard, Inc. 3.46% Reduce -4.3% 262,021 $125.5M
Jefferies Financial Group Inc. 2.59% Reduce -16.6% 255,602 $122.5M
Stephens Inc. 1.85% Add +3.1% 253,509 $121.5M
Pathstone Holdings, LLC 0.54% Add +236.4% 247,786 $118.7M
HSBC Holdings PLC 0.08% Reduce -50.7% 243,367 $117.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% New 237,491 $113.8M
Prime Capital Investment Advisors, LLC 1.68% Reduce -51.7% 236,334 $113.2M
Stadion Money Management, LLC 9.22% Add +36.2% 235,058 $112.6M
Modern Wealth Management, LLC 8.13% New 229,969 $110.2M
Diversify Advisory Services, LLC 6.02% Add +96.3% 220,510 $109.8M
Q3 Asset Management 24.81% Add +9276.1% 235,716 $109.3M
Balyasny Asset Management L.P. 0.29% Add +699.4% 228,073 $109.3M
Trilogy Capital Inc. 5.88% Add +2.1% 226,231 $108.4M
Blair William & Co. 0.33% Add +6.3% 225,762 $108.2M
Sanders Morris Harris LLC 17.70% Add +3.4% 224,890 $107.7M
SG Americas Securities, LLC 0.69% Reduce -83.4% 224,594 $107.6M
CSM Advisors, LLC 7.53% Reduce -2.0% 221,839 $106.3M
Mizuho Bank, Ltd. 25.02% New 220,000 $105.4M
Hollencrest Capital Management 4.55% Add +0.5% 215,948 $103.5M
NewEdge Advisors, LLC 0.75% Add +3.3% 215,872 $103.4M
Captrust Financial Advisors 0.33% Reduce -7.5% 212,627 $101.9M
National Bank of Canada 0.16% Add +3.5% 211,077 $101.6M
Thrivent Financial for Lutherans 0.20% Add +101.3% 208,255 $99.8M
Steele Capital Management, Inc. 5.56% Reduce -1.3% 207,664 $99.7M
Parker Investment Management, LLC 15.60% Reduce -1.2% 204,654 $98.1M
iA Global Asset Management Inc. 1.86% Reduce -1.0% 203,517 $97.5M
Banco Bilbao Vizcaya Argentaria, S.A. 1.01% Add +34.8% 199,343 $96.3M
Apexium Financial, LP 6.84% Add +0.1% 199,715 $95.7M
Cresset Asset Management, LLC 0.40% Add +21.3% 197,623 $94.8M
NSI Retail Advisors, LLC 16.58% Reduce -1.7% 197,275 $94.5M
Stratos Wealth Partners, LTD. 1.51% Add +1.8% 194,712 $93.3M
Squarepoint Ops LLC 0.35% Reduce -42.8% 193,319 $92.6M
Lido Advisors, LLC 0.76% Add +9.9% 192,414 $92.3M
Daiwa Securities Group Inc. 0.49% Reduce -0.2% 189,327 $90.7M
IHT Wealth Management, LLC 3.35% Add +4.7% 187,536 $89.9M
D. E. Shaw & Co. 0.14% New 187,000 $89.6M
Baltimore-Washington Financial Advisors, Inc. 5.21% Add +3.1% 184,395 $88.3M
Taiyo Life Insurance Co. 7.05% No change 184,000 $88.2M
Georgetown University 29.03% Add +0.1% 183,357 $87.8M
One Capital Management, LLC 2.95% Add +4.7% 180,821 $86.6M
Northeast Financial Consultants Inc 3.92% Add +9.3% 177,374 $85.0M
Ameritas Advisory Services, LLC 3.16% Add +0.6% 175,088 $83.9M
Dynamic Advisor Solutions LLC 2.62% Add +3.2% 173,502 $83.1M
Integrated Wealth Concepts LLC 1.14% Add +29.1% 173,462 $83.1M
Rollins Financial Advisors, LLC 14.23% Reduce -3.7% 172,977 $82.9M
Sun Life Financial Inc. 4.85% Reduce -2.9% 169,180 $81.1M
Belvedere Trading LLC 4.28% Add +39.0% 169,118 $81.0M
Perigon Wealth Management, LLC 2.35% Add +1.5% 168,817 $80.9M
Pinnacle Associates Ltd. 1.26% Add +1.1% 168,350 $80.7M
USA Financial Formulas 13.03% Add +0.1% 167,669 $80.3M
Focus Financial Network, Inc. 3.42% Add +4.7% 165,960 $80.0M
Allianz Asset Management GmbH 0.13% Add +14.4% 166,270 $79.7M
Sanctuary Advisors, LLC 0.57% — 183,075 $78.9M
Nicholas Hoffman & Company, LLC. 3.66% Add +0.1% 162,849 $78.0M
Sigma Planning Corp 2.44% Reduce -4.2% 160,931 $77.1M
Pittenger & Anderson Inc. 3.16% Reduce -0.1% 160,531 $76.9M
Campbell Wealth Management 24.61% Add +3.6% 159,061 $76.2M
Federation des caisses Desjardins du Quebec 0.41% Reduce -1.2% 158,572 $76.0M
Advisory Services Network, LLC 1.56% Add +7.3% 157,615 $75.5M
Frank, Rimerman Advisors LLC 5.30% Reduce -0.1% 156,324 $74.9M
Centaurus Financial, Inc. 4.96% Reduce -6.0% 155,442 $74.5M
Fullerton Fund Management Co Ltd. 3.33% Reduce -12.2% 154,951 $74.2M
D.A. Davidson & Co. 0.65% Add +4.0% 153,599 $73.6M
Greenup Street Wealth Management LLC 17.25% New 153,092 $73.3M
Beacon Capital Management, Inc. 3.16% Add +25.7% 153,028 $73.3M
Beacon Pointe Advisors, LLC 0.87% Reduce -8.0% 152,707 $73.2M
Western Wealth Management, LLC 5.31% Add +2.7% 149,320 $71.5M
Berkshire Money Management, Inc. 8.59% Add +13.4% 147,659 $70.7M
Qube Research & Technologies Ltd 0.13% Add +20.9% 147,320 $70.6M
Main Management LLC 5.74% Add +13.4% 144,902 $69.4M
Capula Management Ltd 0.77% Reduce -22.0% 144,584 $69.3M
Wealthfront Advisers LLC 0.23% Add +6.9% 143,687 $68.8M
Oppenheimer & Co. Inc. 1.09% Reduce -0.6% 142,877 $68.5M
Allworth Financial LP 0.44% Reduce -2.0% 143,981 $68.4M
Foundations Investment Advisors, LLC 1.65% Reduce -9.5% 142,227 $68.1M
Edmond DE Rothschild Holding S.A. 1.16% Add +6.1% 140,851 $67.5M
Prospera Financial Services Inc 1.87% Reduce -4.9% 140,669 $67.4M
Wescott Financial Advisory Group, LLC 7.79% Add +0.1% 139,934 $67.0M
Yarbrough Capital, LLC 2.78% No change 139,887 $67.0M
Comerica Bank 0.28% Reduce -63.0% 139,554 $66.9M
Level Four Advisory Services, LLC 3.01% Add +11.7% 139,503 $66.8M
Clearstead Trust, LLC 16.46% Add +1.3% 138,186 $66.2M
Silicon Valley Capital Partners 8.87% Reduce -1.9% 134,448 $64.4M
Kestra Private Wealth Services, LLC 1.29% Add +56.6% 134,266 $64.3M
RiverFront Investment Group, LLC 1.71% Add +13.0% 133,997 $64.2M
M&T Bank Corp 0.22% Reduce -0.0% 132,384 $63.4M
Arrow Financial Corp 6.16% Add +37.9% 131,850 $63.2M
CIBC Private Wealth Group LLC 0.12% Add +3.3% 125,331 $62.3M
Larson Financial Group LLC 4.24% Add +16.6% 129,670 $62.1M
Independent Financial Group, LLC 2.46% Add +10.0% 128,440 $61.5M
Global Retirement Partners, LLC 1.90% Add +9.3% 126,748 $60.7M
Baker Avenue Asset Management, LP 2.06% Reduce -1.1% 126,273 $60.5M
American Financial Advisors, LLC 8.54% Reduce -5.2% 125,358 $60.1M
M Holdings Securities, Inc. 7.76% Add +6.3% 124,912 $59.8M
Bank of Nova Scotia 0.12% Add +7.6% 124,740 $59.8M
Prudential Financial Inc. 0.09% Add +3.6% 124,556 $59.7M
Industrial Alliance Investment Management Inc. 33.80% Add +11.2% 124,382 $59.6M
OVERSEA-CHINESE BANKING Corp Ltd 1.79% Reduce -3.3% 123,820 $59.3M
Pine Ridge Advisers LLC 6.29% Add +11.4% 123,207 $59.0M
Wallace Hart LLC 45.45% Reduce -1.0% 121,981 $58.4M
Kennicott Capital Management LLC 24.12% Add +3.6% 121,051 $58.0M
Horizon Wealth Management, LLC 13.78% Add +8.0% 120,739 $57.8M
Bokf, NA 1.04% Add +2.5% 120,674 $57.8M
Focused Wealth Management, Inc 8.51% Add +1.6% 120,610 $57.8M
Sowell Financial Services LLC 2.76% Reduce -10.6% 120,312 $57.7M
Wealthspire Advisors, LLC 0.74% Reduce -3.5% 120,363 $57.7M
Point72 Europe (London) LLP 4.86% Add +13.2% 119,927 $57.5M
Csenge Advisory Group 3.24% Reduce -7.8% 119,008 $57.0M
AdvisorShares Investments LLC 9.87% Reduce -41.3% 117,602 $56.7M
King Wealth Management Group 9.42% Add +0.5% 117,907 $56.5M
Intergy Private Wealth, LLC 23.29% Reduce -5.0% 117,879 $56.5M
Apollon Wealth Management, LLC 1.72% Reduce -5.1% 117,570 $56.3M
Certuity, LLC 4.48% Add +10.8% 117,051 $56.1M
Cornerstone Planning Group LLC 16.04% Add +4.4% 128,474 $55.9M
Belpointe Asset Management LLC 3.87% Add +22.6% 115,694 $55.4M
Bank Hapoalim BM 8.16% Add +49.9% 115,050 $55.1M
CJM Wealth Advisers, Ltd. 20.01% Add +4.2% 112,863 $54.4M
Winthrop Advisory Group LLC 7.33% Add +5.5% 112,588 $53.9M
Wedbush Securities Inc. 1.92% Add +12.0% 111,842 $53.6M
Mackenzie Financial Corp. 0.08% Reduce -9.2% 111,673 $53.5M
J.W. Cole Advisors, Inc. 2.50% Add +0.7% 110,911 $53.1M
Embree Financial Group 10.15% Add +0.7% 110,222 $52.8M
IFP Advisors, Inc 2.04% Add +39.8% 107,449 $51.5M
Alliancebernstein L.P. 0.02% Reduce -2.3% 104,259 $50.0M
One River Asset Management, LLC 27.10% Reduce -47.5% 104,173 $49.9M
Evensky & Katz LLC 3.45% Reduce -2.9% 103,501 $49.6M
Concurrent Investment Advisors, LLC 1.63% Add +4.4% 102,896 $49.3M
AE Wealth Management LLC 0.49% Add +7.8% 102,698 $49.2M
Pacific Center for Financial Services 13.77% Reduce -0.2% 102,526 $49.1M
Allspring Global Investments Holdings, LLC 0.08% Add +14.8% 102,111 $48.9M
Fifth Third Securities, Inc. 4.52% Reduce -1.3% 101,908 $48.9M
B & T Capital Management DBA Alpha Capital Management 9.40% Reduce -0.4% 100,737 $48.3M
Parallax Volatility Advisers, L.P. 1.39% New 100,062 $47.9M
Kentucky Farm Bureau Mutual Insurance Co 10.91% No change 100,000 $47.9M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 13.03% Add +0.4% 99,745 $47.9M
Fusion Family Wealth, LLC 4.80% Reduce -1.1% 98,310 $47.1M
McElhenny Sheffield Capital Management, LLC 16.21% Reduce -3.1% 98,145 $47.0M
Wealthcare Advisory Partners LLC 1.47% Add +1.4% 98,066 $47.0M
Quadrature Capital Ltd 0.77% New 96,299 $46.1M
Millennium Management 0.04% Add +556.7% 95,741 $45.9M
IFG Advisors, LLC 10.81% Reduce -7.8% 95,259 $45.6M
Kingsview Wealth Management, LLC 1.07% Add +1.6% 94,487 $45.3M
RFG Advisory, LLC 1.47% Reduce -11.4% 94,471 $45.3M
Sequoia Financial Advisors, LLC 0.54% Reduce -0.8% 94,141 $45.1M
Parcion Private Wealth LLC 4.11% Add +23.6% 93,945 $45.0M
Ascent Wealth Partners, LLC 6.59% Reduce -0.9% 93,910 $45.0M
Pinkerton Wealth, LLC 6.88% Add +18.4% 93,400 $44.7M
Portfolio Strategies, Inc. 6.08% Reduce -1.0% 93,177 $44.6M
Citizens Financial Group Inc. 0.99% Add +892.6% 92,747 $44.4M
AMG National Trust Bank 1.20% Add +4.2% 92,355 $44.2M
EP Wealth Advisors, LLC 0.47% Add +3.5% 92,074 $44.1M
Clear Creek Financial Management, LLC 5.24% Reduce -1.8% 90,295 $43.3M
Smith Chas P & Associates Pa Cpas 2.55% Reduce -1.1% 89,884 $43.1M
GUNN & Co INVESTMENT MANAGEMENT, INC. 2.55% Add +808.8% 89,884 $43.1M
Essex Financial Services, Inc. 3.20% Add +20.4% 96,047 $43.0M
Socha Financial Group, LLC 20.06% Add +0.6% 89,479 $42.9M
Mutual Advisors, LLC 1.29% Reduce -6.2% 92,097 $42.7M
Amundi 0.02% Add +15.0% 86,588 $42.5M
Safeguard Investment Advisory Group, LLC 13.04% Add +4.7% 87,582 $42.0M
Envestnet Portfolio Solutions, Inc. 0.15% Add +3.0% 87,479 $41.9M
Scotia Capital Inc. 0.24% Add +7.3% 87,117 $41.7M
Harel Insurance Investments & Financial Services Ltd. 0.78% Add +49.6% 86,739 $41.6M
Humankind Investments LLC 11.01% No change 86,575 $41.5M
CIBC Asset Management Inc 0.15% Add +14.3% 86,339 $41.4M
Mine & Arao Wealth Creation & Management, LLC. 20.06% Reduce -0.8% 86,021 $41.2M
Waverly Advisors, LLC 0.80% Add +1.9% 85,653 $41.0M
Turim 21 Investimentos Ltda. 10.44% Add +293.0% 85,432 $40.9M
Orion Porfolio Solutions, LLC 0.43% Reduce -4.3% 85,272 $40.9M
Orion Portfolio Solutions, LLC 0.43% Reduce -4.3% 85,272 $40.9M
HB Wealth Management, LLC 0.47% Add +13.2% 84,773 $40.6M
Beacon Capital Management, LLC 7.42% Add +18.6% 84,119 $40.3M
Merit Financial Group, LLC 0.88% Add +2.5% 83,661 $40.1M
Segment Wealth Management, LLC 2.95% Reduce -1.8% 83,579 $40.0M
TD Private Client Wealth LLC 1.26% Add +0.8% 83,456 $40.0M
Kozak & Associates, Inc. 9.78% Reduce -3.8% 80,667 $39.6M
NTV Asset Management LLC 5.62% Add +8.4% 81,997 $39.3M
Jacobi Capital Management LLC 3.40% Add +2.1% 81,640 $39.1M
Simplicity Wealth,LLC 0.88% Reduce -24.0% 81,598 $39.1M
IFG Advisory, LLC 2.51% Reduce -3.8% 81,482 $39.0M
FIL Ltd 0.04% Reduce -60.6% 81,240 $38.9M
PFG Advisors 2.62% Add +1.9% 80,842 $38.7M
Tanglewood Wealth Management, Inc. 4.78% Reduce -0.1% 80,186 $38.4M
Factory Mutual Insurance Co. 0.44% No change 80,154 $38.4M
Trifecta Capital Advisors, LLC 8.49% Add +1.3% 80,010 $38.3M
RFG Holdings, Inc. 14.55% Add +7.7% 79,802 $38.2M
Klingenstein Fields & Co. LP 1.58% Add +40.0% 79,460 $38.1M
Arete Wealth Advisors, LLC 3.08% Add +1.4% 78,295 $37.5M
Venture Visionary Partners LLC 1.75% Add +0.3% 78,045 $37.4M
Aragon Global Management, LP 15.95% No change 77,995 $37.4M
SlateStone Wealth, LLC 4.03% Add +0.0% 77,627 $37.2M
U.S. Capital Wealth Advisors, LLC 1.41% Add +8.7% 76,960 $36.9M
Arax Advisory Partners 3.59% Reduce -1.0% 76,760 $36.8M
Valence8 US LP 19.16% Add +14.9% 76,711 $36.8M
Dumont & Blake Investment Advisors LLC 5.18% Add +99.4% 76,369 $36.6M
SteelPeak Wealth, LLC 1.73% Reduce -10.2% 76,236 $36.6M
Lwmg, LLC 7.64% Add +7.6% 75,595 $36.2M
Cartenna Capital, LP 2.81% New 75,000 $35.9M
Bleakley Financial Group, LLC 1.03% Reduce -17.3% 74,225 $35.6M
Johnson Investment Counsel Inc. 0.37% Add +23.7% 73,819 $35.4M
GPS Wealth Strategies Group, LLC 5.30% Add +6.1% 73,673 $35.3M
Bank Pictet & Cie (Europe) AG 0.86% Add +3.4% 73,572 $35.2M
Integrated Advisors Network LLC 1.81% Add +13.4% 73,209 $35.1M
Smithfield Trust Co 1.83% Add +5.2% 73,078 $35.0M
Jmac Enterprises LLC 6.11% Add +2.0% 72,659 $34.8M
Affinity Wealth Management LLC 6.29% Add +16.0% 71,945 $34.5M
Vontobel Holding Ltd. 0.11% Add +1.3% 71,937 $34.5M
Altus Wealth Management, LLC 16.40% Add +0.2% 71,198 $34.1M
Trek Financial, LLC 2.71% Add +189.4% 71,188 $34.1M
Lodestar Private Asset Management LLC 4.68% Reduce -0.4% 70,965 $34.0M
Garda Capital Partners LP 18.22% Reduce -58.6% 70,918 $34.0M
Manufacturers Life Insurance Company, The 0.03% Add +28.5% 70,490 $33.8M
International Assets Investment Management, LLC 3.15% Reduce -0.1% 69,940 $33.5M
Round Rock Advisors LLC 8.09% Reduce -0.8% 69,318 $33.2M
TD Waterhouse Canada Inc. 0.29% Reduce -3.1% 67,633 $32.6M
Money Concepts Capital Corp. 2.73% Add +1.6% 67,911 $32.5M
Financiere des Professionnels - Fonds d'investissement inc. 2.53% Add +3.6% 66,250 $32.3M
Spectrum Wealth Advisory Group, LLC 34.41% Add +1.3% 67,152 $32.2M
Fortune 45 LLC 24.47% Add +3.1% 66,992 $32.1M
Cooper Financial Group 4.71% Add +14.9% 66,909 $32.1M
Edgestream Partners, L.P. 1.53% Reduce -38.0% 66,355 $31.8M
Aft, Forsyth & Sober, LLC 10.81% Add +0.1% 65,885 $31.6M
Gratus Wealth Advisors, LLC 5.42% Add +2.5% 66,120 $31.4M
Amplius Wealth Advisors, LLC 3.49% Add +0.5% 65,473 $31.4M
Falcon Wealth Planning 4.07% Add +19.4% 65,420 $31.3M
Jaffetilchin Investment Partners, LLC 2.65% Add +0.0% 64,735 $31.0M
Eagle Capital Management, LLC 13.66% Reduce -0.2% 64,684 $31.0M
Savoie Capital LLC 4.01% No change 64,608 $31.0M
Oxler Private Wealth LLC 11.45% Add +1.2% 64,569 $30.9M
Private Wealth Strategies, L.L.C. 6.20% Add +3.6% 64,499 $30.9M
Regal Investment Advisors LLC 2.04% Add +3.3% 64,398 $30.9M
Royal Fund Management, LLC 4.15% Reduce -18.2% 64,202 $30.9M
Axxcess Wealth Management, LLC 0.84% Add +5.2% 64,136 $30.7M
Allen Investment Management, LLC 0.37% Add +6.8% 64,102 $30.7M
Connecticut Wealth Management, LLC 1.56% Reduce -0.8% 62,969 $30.2M
Allianz SE 0.89% Add +21.6% 62,950 $30.2M
New Perspectives, Inc 16.06% Reduce -2.0% 62,788 $30.1M
Prudent Investors Network, Inc. 10.84% Add +2.3% 62,575 $30.0M
PSI Advisors, LLC 9.48% Reduce -0.0% 62,512 $29.9M
ING Groep NV 0.18% No change 62,369 $29.9M
Oliver Lagore Vanvalin Investment Group 8.56% Add +381.8% 62,290 $29.8M
Briaud Financial Planning Inc 17.09% Add +19091.6% 61,797 $29.6M
Brave Asset Management Inc. 7.51% Add +0.3% 61,556 $29.5M
Cantor Fitzgerald Investment Advisors L.P. 2.27% Reduce -10.7% 61,427 $29.4M
Client First Capital LLC 17.53% Add +16.1% 60,759 $29.1M
Whittier Trust Co. of Nevada Inc. 0.81% Reduce -0.2% 60,709 $29.1M
Tucker Asset Management LLC 6.39% Add +12.0% 60,316 $28.9M
Madrona Financial Services, LLC 8.80% Add +28.4% 59,806 $28.7M
Fortis Capital Advisors, LLC 10.34% Add +8.2% 59,798 $28.7M
Smart Money Group LLC 10.24% Add +2.2% 60,794 $28.6M
Christopher J. Hasenberg, Inc 12.97% Add +13.8% 59,752 $28.6M
Northern Capital Management, Inc. 18.93% Add +0.9% 59,202 $28.4M
USAdvisors Wealth Management, LLC 9.96% Add +22.8% 59,061 $28.3M
Balanced Wealth Group LLC 12.83% Reduce -12.6% 58,539 $28.2M
Harvest Investment Advisors, LLC 20.71% Reduce -0.2% 58,590 $28.1M
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 5.97% Add +2.4% 58,458 $28.0M
Pacific Capital Wealth Advisors, Inc. 5.11% Add +37.8% 58,442 $28.0M
DHJJ Financial Advisors, Ltd. 11.80% Add +0.5% 58,296 $27.9M
Choreo, LLC 0.47% Add +70.9% 57,939 $27.9M
Paloma Partners Management Co 3.04% New 58,229 $27.9M
Aptus Capital Advisors, LLC 0.52% Reduce -41.2% 57,546 $27.6M
Texas Yale Capital Corp. 1.31% Reduce -0.8% 57,511 $27.6M
Wilmington Savings Fund Society, FSB 1.05% Add +0.5% 57,359 $27.5M
Great Valley Advisor Group, Inc. 0.77% Add +1.8% 57,356 $27.5M
Ocean Park Asset Management, LLC 1.30% No change 57,089 $27.4M
Regions Financial Corp. 0.21% Reduce -3.1% 56,948 $27.3M
Man Group plc 0.07% New 56,698 $27.2M
Deutsche Bank AG 0.01% Reduce -2.0% 56,569 $27.1M
Harfst & Associates, Inc. 6.31% Reduce -15.6% 56,534 $27.1M
Commonwealth Financial Services, LLC 5.55% Add +16.7% 54,374 $27.0M
MBE Wealth Management, LLC 16.22% Add +2.7% 55,943 $26.8M
Thoroughbred Financial Services, LLC 1.79% Add +24.3% 55,943 $26.8M
Fairfield Financial Advisors, LTD 7.84% — 55,430 $26.6M
Wealthspire Retirement, LLC 2.19% Add +3.5% 54,492 $26.1M
Scott Capital Advisors, LLC 7.70% Reduce -2.3% 52,380 $26.1M
Senator Investment Group LP 1.27% New 58,500 $26.1M
Kiley Juergens Wealth Management, LLC 7.20% Add +0.1% 54,107 $25.9M
Cavalier Investments, LLC 7.95% Add +2.3% 53,923 $25.8M
Pps&v Asset Management Consultants, Inc. 18.26% Reduce -1.2% 53,221 $25.5M
Copperwynd Financial, LLC 8.31% Add +4.8% 53,985 $25.4M
Snowden Capital Advisors LLC 0.76% Reduce -1.3% 52,914 $25.4M
EHP Funds Inc. 12.50% Add +977.5% 52,800 $25.3M
Roundview Capital LLC 1.99% Add +0.4% 52,692 $25.2M
NRI Wealth Management LC 19.45% Reduce -2.2% 52,371 $25.1M
Kwmg, LLC 2.68% Reduce -2.5% 51,798 $24.8M
Certified Advisory Corp 3.10% Add +5.6% 51,550 $24.7M
TCP Asset Management, LLC 6.24% Reduce -0.6% 51,481 $24.7M
Goldstone Financial Group, LLC 4.94% Add +3.9% 51,409 $24.6M
D. Scott Neal, Inc. 13.66% Add +194.9% 51,151 $24.5M
Onyx Bridge Wealth Group LLC 4.01% Add +1.7% 51,001 $24.4M
Asset Allocation Strategies LLC 8.17% Reduce -0.4% 50,729 $24.3M
First Heartland Consultants, Inc. 2.41% Reduce -24.4% 50,771 $24.2M
Dakota Wealth Management 0.57% New 50,475 $24.2M
CreativeOne Wealth, LLC 1.22% Reduce -18.9% 50,472 $24.2M
Clarity Wealth Advisors, LLC 7.81% Reduce -2.4% 50,431 $24.2M
Investment Advisory Services Inc. /TX 8.85% Add +3.2% 50,405 $24.1M
Banco Santander, S.A. 0.30% Reduce -36.7% 50,345 $24.1M
Zimmermann Investment Management & Planning LLC 8.04% Add +3.4% 50,224 $24.1M
Invst, LLC 2.65% Reduce -7.7% 49,878 $24.0M
Private Advisory Group LLC 3.14% Add +36.3% 49,872 $23.9M
Lowe Wealth Advisors, LLC 10.82% Reduce -2.1% 49,586 $23.8M
Hoylecohen, LLC 1.80% Reduce -9.1% 49,541 $23.7M
Maven Securities LTD 3.70% Add +225.6% 49,535 $23.7M
Resolute Advisors LLC 6.12% Add +0.8% 49,444 $23.7M
Pelham Capital Ltd. 14.53% New 49,439 $23.7M
Strategic Advocates LLC 9.37% Add +9.9% 49,283 $23.6M
Warwick Investment Management, Inc. 5.50% Add +1.3% 49,002 $23.5M
Jones Financial Companies LLLP 0.03% Add +673.3% 48,705 $23.3M
Townsquare Capital LLC 0.32% Add +1.8% 48,697 $23.3M
Brown Advisory Inc. 0.03% Add +2.9% 48,564 $23.3M
Founders Financial Securities LLC 2.20% Reduce -13.0% 48,509 $23.2M
Geneos Wealth Management Inc. 1.01% Reduce -3.6% 47,554 $22.8M
D'Orazio & Associates, Inc. 3.50% Reduce -0.7% 47,487 $22.8M
Shulman DeMeo Asset Management LLC 5.94% Reduce -0.9% 47,471 $22.7M
Circle Wealth Management, LLC 0.52% Reduce -5.9% 47,310 $22.7M
Prostatis Group LLC 7.92% Reduce -6.1% 47,048 $22.6M
Conservest Capital Advisors, Inc. 2.40% No change 50,126 $22.3M
Prosperity Wealth Management, Inc. 10.94% Reduce -18.9% 46,434 $22.2M
Burns J W & Co. Inc. 3.00% Add +1.5% 46,315 $22.2M
OneDigital Investment Advisors LLC 0.28% Add +18.7% 46,249 $22.2M
Pinnacle Wealth Management Advisory Group, LLC 2.28% Add +5.2% 46,108 $22.1M
Engineers Gate Manager LP 0.50% New 46,019 $22.0M
Yeomans Consulting Group, Inc. 8.51% Reduce -11.9% 45,958 $22.0M
Sachetta, LLC 9.57% Reduce -36.3% 48,081 $22.0M
Summit Global Investments 1.58% Reduce -16.8% 45,854 $22.0M
Neuberger Berman Group LLC 0.02% Add +5.2% 45,853 $22.0M
SpiderRock Advisors, LLC 0.58% Add +8.1% 45,796 $21.9M
United Capital Financial Advisors, LLC 0.19% Add +0.1% 45,587 $21.8M
Synovus Financial Corp. 0.29% Add +19.9% 45,536 $21.8M
Nations Financial Group Inc, /Ia/ 1.78% Add +6.5% 45,484 $21.8M
Valeo Financial Advisors, LLC 0.68% Add +1.2% 45,321 $21.7M
Arvest Trust Co. N A 1.29% Reduce -3.9% 45,152 $21.6M
Cedar Mountain Advisors, LLC 5.32% Reduce 0.0% 45,011 $21.6M
Running Point Capital Advisors, LLC 8.90% Reduce -1.5% 44,950 $21.5M
Davidson Capital Management Inc. 6.62% Reduce -0.4% 44,848 $21.5M
Spinnaker Trust 1.37% Reduce -28.4% 44,537 $21.3M
KPP Advisory Services LLC 5.67% Reduce -4.8% 44,499 $21.3M
Parallel Advisors, LLC 0.55% Reduce -4.0% 44,472 $21.3M
Parisi Gray Wealth Management 7.60% Add +0.2% 44,218 $21.2M
Platt Investment Counsel, LLC 20.34% Add +1.6% 44,144 $21.1M
Sumitomo Mitsui Financial Group, Inc. 0.66% Add +25.7% 43,922 $21.0M
Moloney Securities Asset Management, LLC 3.06% Add +58.5% 43,886 $21.0M
Davies Financial Advisors, Inc. 19.61% Add +1.4% 43,837 $21.0M
Washburn Capital Management, Inc. 14.89% Reduce -0.1% 43,540 $20.9M
TruWealth Advisors, LLC 1.39% Reduce -1.2% 43,497 $20.8M
WealthCare Investment Partners, LLC 9.66% Add +0.4% 43,383 $20.8M
Eagle Global Advisors LLC 1.09% Reduce -1.1% 43,256 $20.7M
Impact Partnership Wealth, LLC 5.44% Add +14.6% 43,193 $20.7M
Ellis Investment Partners, LLC 4.38% Add +0.9% 43,165 $20.7M
Smith, Moore & Co. 2.13% Add +2.1% 43,149 $20.7M
SOL Capital Management CO 2.48% Add +1.1% 43,141 $20.7M
AJ Advisors, LLC 11.38% Add +3.9% 42,944 $20.6M
Beacon Financial Planning, Inc. 13.94% Reduce -2.0% 42,857 $20.5M
KCM Investment Advisors LLC 0.74% Add +3.6% 42,477 $20.4M
Hudock, Inc. 3.79% Add +564.6% 42,395 $20.3M
Anchor Investment Management, LLC 2.08% Add +1.9% 42,196 $20.2M
Altfest L J & Co. Inc. 2.75% New 41,985 $20.1M
Arkadios Wealth Advisors 1.36% Add +0.8% 41,983 $20.1M
Garde Capital, Inc. 1.39% Reduce -2.6% 41,845 $20.0M
Principal Securities, Inc. 0.55% Add +0.3% 41,818 $20.0M
Relative Value Partners Group, LLC 2.60% New 41,746 $20.0M
Lake Street Private Wealth, LLC 2.60% Add +4.2% 41,746 $20.0M
Capital Advisors Wealth Management, LLC 3.95% Add +8.8% 41,657 $20.0M
Quattro Financial Advisors LLC 5.21% Add +0.4% 41,622 $19.9M
jvl associates llc 7.95% Add +2.4% 41,392 $19.8M
Silverleafe Capital Partners, LLC 6.98% Add +1.7% 41,327 $19.8M
Benjamin F. Edwards & Company, Inc. 0.35% Add +6.2% 41,293 $19.8M
Three Seasons Wealth, LLC 10.93% Add +117.2% 41,245 $19.8M
Fox Financial, Inc 18.15% Reduce -3.6% 41,093 $19.7M
EMC Capital Management 11.39% Add +0.1% 40,803 $19.6M
Flputnam Investment Management Co. 0.37% Add +18.5% 40,921 $19.6M
Commerce Bank 0.13% Add +1.0% 40,898 $19.6M
GenTrust, LLC 1.06% Add +1243.4% 40,825 $19.6M
Creekmur Asset Management LLC 5.02% Add +10.4% 40,533 $19.4M
Asset Management Group, Inc. 2.94% Add +1.9% 40,365 $19.3M
Penobscot Investment Management Company, Inc. 1.87% Add +0.4% 40,359 $19.3M
Kovack Advisors, Inc. 2.11% Reduce -41.8% 40,051 $19.2M
Magnolia Capital Management Ltd. 16.08% No change 40,003 $19.2M
Accurate Wealth Management, LLC 4.58% Add +825.7% 38,510 $19.1M
World Investment Advisors 1.19% Add +256.4% 39,840 $19.1M
Red Wave Investments LLC 7.00% Add +1.3% 39,607 $19.0M
KilterHowling LLC 12.92% Add +0.3% 39,594 $19.0M
Schnieders Capital Management LLC 3.86% Add +0.4% 39,594 $19.0M
Archer Investment Corp 5.55% Add +4.7% 39,578 $19.0M
GenWealth Group, Inc. 4.65% Reduce -7.2% 39,413 $18.9M
Wealth Management Partners, LLC 9.16% Add +1.0% 39,328 $18.8M
Mount Lucas Management LP 6.68% Add +179.6% 39,268 $18.8M
Blue Zone Wealth Advisors, LLC 6.47% Reduce -2.5% 39,133 $18.7M
Louisiana State Employees Retirement System 0.36% Reduce -34.3% 39,100 $18.7M
Ballentine Partners, LLC 0.35% Add +0.3% 39,092 $18.7M
Axiom Advisory, LLC 0.20% Add +6760.2% 41,367 $18.7M
Greenwood Gearhart LLC 1.76% Add +3.9% 39,009 $18.7M
SAM Advisors, LLC 6.85% Reduce -2.1% 39,005 $18.7M
Verition Fund Management LLC 0.16% Add +32.2% 39,000 $18.7M
Summit Wealth Partners, LLC 3.88% Reduce -1.1% 38,968 $18.7M
Townsend Asset Management Corp. /NC/ 7.22% Add +0.5% 38,906 $18.6M
First United Bank & Trust 6.92% Reduce -1.5% 38,833 $18.6M
Richmond Brothers, Inc. 36.67% Reduce -7.8% 38,703 $18.5M
LifeSteps Financial, Inc. 15.27% Reduce -3.9% 38,606 $18.5M
Freestone Capital Holdings, LLC 0.66% Reduce -7.5% 38,591 $18.5M
Foster Victor Wealth Advisors, LLC 1.54% Reduce -6.9% 37,124 $18.4M
Kaye Capital Management 7.76% Add +0.1% 38,450 $18.4M
Crescent Grove Advisors, LLC 2.01% Reduce -2.9% 38,271 $18.4M
Fermata Advisors, LLC 4.22% Add +3.8% 38,319 $18.4M
Virtue Capital Management, LLC 3.13% Add +0.5% 45,591 $18.3M
PGIM Custom Harvest LLC 0.41% Reduce -5.7% 38,045 $18.2M
Darrow Company, Inc. 11.85% Reduce -0.9% 38,024 $18.2M
Capital Management Associates, Inc 11.02% Add +0.3% 37,989 $18.2M
Elevated Capital Advisors, LLC 5.11% Add +0.2% 37,965 $18.2M
Greenwich Wealth Management LLC 1.31% Reduce -1.1% 37,453 $17.9M
Ashton Thomas Private Wealth, LLC 0.99% Add +3.3% 37,422 $17.9M
Transcend Capital Advisors, LLC 1.30% Add +0.5% 37,398 $17.9M
Betterment LLC 0.05% Add +9.4% 37,392 $17.9M
Global Trust Asset Management, LLC 7.22% Add +0.4% 37,377 $17.9M
Buckingham Strategic Wealth, LLC 0.19% Add +3.1% 37,358 $17.9M
Norris Financial Group, LLC 9.30% Reduce -1.9% 37,291 $17.9M
CRA Financial Services, LLC 3.59% Add +1.4% 37,135 $17.8M
Droms Strauss Advisors Inc. /Mo/ 6.40% Reduce -2.8% 36,913 $17.7M
Evergreen Capital Management LLC 0.64% Add +0.0% 36,791 $17.7M
Quantinno Capital Management LP 0.32% Add +16.8% 36,833 $17.6M
Cornerstone Wealth Management, LLC 1.35% Add +0.7% 36,738 $17.6M
Migdal Insurance & Financial Holdings Ltd. 0.29% Add +0.9% 36,523 $17.5M
Vicus Capital 1.58% Reduce -1.7% 36,528 $17.5M
Halter Ferguson Financial Inc. 12.28% Add +22.8% 36,088 $17.3M
Sanchez Wealth Management Group 5.58% Add +3.3% 35,962 $17.2M
Rwa Wealth Partners, LLC 0.23% Add +330.6% 35,942 $17.2M
Bluefin Capital Management, LLC 10.16% New 35,900 $17.2M
Bessemer Group Inc. 0.03% Reduce -2.4% 35,859 $17.2M
Discovery Value Fund 8.73% No change 35,840 $17.2M
Trinity Wealth Management, LLC 8.56% Add +2.9% 35,832 $17.2M
Foster Group, Inc. 0.67% Add +0.1% 35,776 $17.1M
HBW Advisory Services LLC 2.82% Add +13.3% 35,444 $17.0M
ICA Group Wealth Management, LLC 10.17% Reduce -57.0% 35,372 $16.9M
TAP Consulting, LLC 3.57% Reduce -1.6% 35,322 $16.9M
Financial Advocates Investment Management 1.05% Add +5.0% 35,278 $16.9M
Activest Wealth Management 5.56% Add +13.4% 35,256 $16.9M
Vivid Wealth Management, LLC 9.40% Add +10.3% 35,025 $16.8M
FWG Holdings, LLC 8.40% Reduce -1.0% 34,795 $16.7M
Private Wealth Partners, LLC 1.25% Reduce -0.1% 34,748 $16.6M
Winch Advisory Services, LLC 4.74% Add +1.9% 34,566 $16.6M
KFG Wealth Management, LLC 6.56% Reduce -2.4% 34,518 $16.5M
Win Advisors, Inc. 7.35% New 34,352 $16.5M
Obermeyer Wealth Partners 0.94% Add +1.2% 34,262 $16.4M
Peak Planning Group, LLC 8.05% Add +17.5% 34,194 $16.4M
Franklin Resources Inc. 0.01% Add +41.3% 34,176 $16.4M
Pacific Financial Group Inc. 11.59% Reduce -5.2% 34,142 $16.4M
Syntegra Private Wealth Group, LLC 2.07% Reduce -2.3% 33,941 $16.3M
LGL Partners, LLC 2.37% Add +2.9% 33,847 $16.2M
WJ Wealth Management, LLC 5.89% Reduce -3.8% 33,813 $16.2M
Consilio Wealth Advisors, LLC 7.26% Add +0.5% 33,777 $16.2M
Capital Advisory Group Advisory Services, LLC 6.92% Add +1.8% 33,778 $16.2M
Bar Harbor Wealth Management 1.07% Reduce -0.0% 33,766 $16.2M
Family Capital Management, Inc. 10.97% Add +0.9% 33,599 $16.1M
Gouws Capital LLC 11.51% Add +5.7% 33,579 $16.1M
Savant Capital, LLC 0.16% Add +14.6% 33,565 $16.1M
Brighton Jones LLC 0.53% Add +14.3% 33,464 $16.0M
Vantage Financial Partners Ltd., Inc. 3.97% Add +6.4% 33,371 $16.0M
Stonegate Investment Group, LLC 0.46% Add +7.3% 33,369 $16.0M
Sovereign Financial Group, Inc. 3.98% Reduce -2.5% 33,345 $16.0M
Stratos Wealth Advisors, LLC 0.79% Reduce -2.1% 33,318 $16.0M
Whittier Trust Co. 0.23% Reduce -0.5% 33,315 $16.0M
Raymond James Trust N.A. 0.37% Add +9.6% 33,281 $15.9M
Evolution Wealth Advisors, LLC 3.10% Add +4.1% 33,163 $15.9M
American Investment Services, Inc. 2.81% Add +0.3% 33,117 $15.9M
Mgo One Seven LLC 0.75% Add +27.4% 32,876 $15.8M
Rathbones Group PLC 0.09% Add +4.3% 32,665 $15.7M
Dimension Capital Management LLC 3.17% Reduce -3.1% 32,547 $15.6M
Luken Investment Analytics, LLC 7.82% Reduce -32.2% 32,461 $15.6M
PFG Investments, LLC 1.11% Add +11.9% 32,427 $15.5M
Fortis Group Advisors, LLC 3.08% Reduce -4.0% 32,384 $15.5M
Lauer Wealth, LLC 12.10% Reduce -9.9% 31,077 $15.3M
Tower Research Capital LLC (TRC) 0.26% Reduce -70.6% 31,829 $15.2M
Lee Financial Co 2.48% Reduce -0.8% 31,713 $15.2M
Spire Wealth Management 0.54% Reduce -3.3% 31,737 $15.2M
Moneta Group Investment Advisors LLC 0.24% Reduce -14.9% 31,608 $15.1M
Ameritas Investment Partners, Inc. 0.52% Add +14.9% 31,558 $15.1M
American Planning Services, Inc. 10.63% Add +2.8% 31,532 $15.1M
Chicago Partners Investment Group LLC 0.58% Add +12.6% 33,006 $15.1M
Seaview Investment Managers LLC 4.54% Add +0.5% 31,512 $15.1M
Tradition Wealth Management, LLC 1.46% Add +7.6% 31,508 $15.1M
Westside Investment Management, Inc. 3.45% Reduce -0.1% 31,546 $15.1M
Koshinski Asset Management, Inc. 1.39% Add +16.3% 30,097 $15.0M
WealthPLAN Partners, LLC 1.61% Reduce -3.4% 31,242 $15.0M
Monument Capital Management 4.40% Add +18.4% 31,204 $15.0M
Traction Financial Partners, LLC 10.87% Add +3.1% 31,481 $14.9M
Continuum Advisory, LLC 2.15% Add +0.9% 31,170 $14.9M
Vantage Financial Partners, LLC 3.87% Add +4.4% 31,119 $14.9M
Retirement Planning Group, LLC 0.94% Add +2.1% 30,958 $14.8M
Summit Financial, LLC 0.68% Add +15.1% 30,855 $14.8M
Cerro Pacific Wealth Advisors LLC 5.66% — 30,895 $14.8M
Founders Capital Management 9.59% Reduce -0.2% 30,888 $14.8M
Keybank National Association 0.06% Reduce -1.3% 30,856 $14.8M
&partners 0.65% Add +760.8% 30,815 $14.8M
LM Advisors LLC 2.94% Reduce -6.0% 30,835 $14.8M
Arkansas Financial Group, Inc. 2.63% Reduce -0.1% 30,779 $14.7M
AlphaStar Capital Management, LLC 1.36% Add +23.1% 30,303 $14.7M
Mechanics Bank Trust Department 2.10% Reduce -4.3% 30,706 $14.7M
Simmons Bank 1.11% Add +0.4% 30,599 $14.7M
Intrust Bank NA 1.56% Add +3.6% 30,569 $14.6M
Eldridge Investment Advisors, Inc. 3.67% Reduce -1.9% 30,447 $14.6M
Raelipskie Partnership 7.78% Reduce -3.5% 30,435 $14.6M
DT Investment Partners, LLC 1.29% No change 30,428 $14.6M
Sheaff Brock Investment Advisors, LLC 1.35% Reduce -3.2% 30,342 $14.5M
Triton Wealth Management, PLLC 8.48% Add +2.2% 30,200 $14.5M
Avondale Wealth Management 9.92% Add +0.1% 30,289 $14.5M
First Horizon Advisors, Inc. 0.44% Add +19.4% 30,012 $14.4M
Adaptive Financial Consulting, LLC 6.21% Add +0.6% 29,863 $14.3M
Tiaa Trust, National Association 0.04% Add +2.6% 29,727 $14.2M
POM Investment Strategies, LLC 11.36% Add +1.5% 29,646 $14.2M
Institute for Wealth Management, LLC. 1.90% Reduce -26.8% 29,605 $14.2M
Lindbrook Capital, LLC 1.32% Reduce -3.4% 29,406 $14.1M
Focus Partners Advisor Solutions, LLC 0.37% New 29,391 $14.1M
Kingswood Wealth Advisors, LLC 1.26% Add +32.4% 29,271 $14.0M
Hyperion Partners, LLC 10.00% Add +5.3% 29,254 $14.0M
Buska Wealth Management, LLC 5.57% Add +10.8% 29,141 $14.0M
Natixis Advisors, LLC 0.03% Add +26.4% 29,128 $14.0M
Peninsula Wealth, LLC 2.61% Add +22.8% 28,179 $13.9M
National Philanthropic Trust 0.27% Add +4.0% 29,059 $13.9M
Global Wealth Management Investment Advisory, Inc. 3.23% Reduce -11.3% 28,984 $13.9M
JT Stratford LLC 2.58% Add +1.1% 28,897 $13.8M
Mather Group, Llc. 0.17% Add +90.2% 31,091 $13.8M
Coyle Financial Counsel LLC 4.94% No change 31,084 $13.8M
StoneX Group Inc. 1.10% Add +27.0% 28,710 $13.8M
AlTi Global, Inc. 0.37% Add +19.5% 28,686 $13.8M
NorthCoast Asset Management LLC 0.12% Add +194.5% 28,626 $13.7M
Bison Wealth, LLC 2.22% No change 30,730 $13.6M
Camarda Financial Advisors, LLC 5.35% Add +1.8% 28,403 $13.6M
Signature Estate & Investment Advisors LLC 0.34% Add +458.0% 28,376 $13.6M
Y.D. More Investments Ltd 1.38% Add +0.6% 28,259 $13.5M
Erickson Financial Group, LLC 10.32% Reduce -0.1% 28,244 $13.5M
Granite Harbor Advisors, Inc. 8.73% Add +18.0% 28,099 $13.5M
LJI Wealth Management, LLC 2.97% Reduce -0.3% 28,065 $13.4M
MGB Wealth Management, LLC 5.02% Add +1.3% 27,176 $13.4M
Equitable Trust Co. 0.91% Add +34.1% 27,596 $13.2M
Leo Wealth, LLC 1.35% Reduce -6.9% 27,536 $13.2M
Capital Advisors, Ltd. LLC 1.71% Add +3.5% 27,550 $13.2M
Acorn Financial Advisory Services Inc. 2.46% Reduce -8.2% 27,503 $13.2M
Garden State Investment Advisory Services LLC 4.55% Add +11.4% 27,409 $13.2M
Sparta 24 Ltd. 11.69% No change 27,417 $13.1M
Bernardo Wealth Planning LLC 3.52% Reduce -0.9% 27,329 $13.1M
Flagstar Securities, Inc. 3.57% Add +2.8% 27,193 $13.0M
360 Financial, Inc. 4.91% Add +2.1% 27,124 $13.0M
Wealthstar Advisors, LLC 10.53% Add +3149.8% 27,103 $13.0M
Financial Freedom, LLC 7.38% Reduce -0.3% 27,099 $13.0M
Ausdal Financial Partners, Inc. 1.38% Add +2.9% 27,059 $13.0M
Legend Financial Advisors, Inc. 9.17% Add +2.0% 26,975 $12.9M
Peterson Wealth Management 7.97% Add +6.6% 26,949 $12.9M
Credit Agricole S A 0.08% Add +115.7% 26,924 $12.9M
SeaCrest Wealth Management, LLC 1.46% Add +4.8% 26,735 $12.8M
E&G Advisors, LLC 3.76% Add +31.5% 26,714 $12.8M
NorthRock Partners, LLC 0.48% Reduce -34.8% 26,570 $12.7M
Hudson Bay Capital Management LP 0.11% Reduce -74.5% 26,608 $12.7M
JB Capital LLC 0.80% Add +3.2% 26,570 $12.7M
Platte River Wealth Advisors, LLC 3.56% Add +0.3% 26,506 $12.7M
Williams Jones Wealth Management, LLC. 0.16% Add +2.8% 26,494 $12.7M
FF Advisors,LLC 8.89% Reduce -2.4% 26,359 $12.6M
Assetmark, Inc. 0.04% Add +18.5% 26,310 $12.6M
Benin Management CORP 3.82% Reduce -2.6% 26,271 $12.6M
Olde Wealth Management, LLC 4.79% Add +0.1% 26,212 $12.6M
Fischer Investment Strategies, LLC 12.25% Add +22.6% 26,221 $12.6M
Soltis Investment Advisors LLC 1.33% Add +30.4% 26,187 $12.5M
Systelligence, LLC 3.32% Reduce -12.3% 26,018 $12.5M
VitalStone Financial, LLC 9.02% Add +3.0% 25,971 $12.4M
Gladstone Institutional Advisory LLC 0.65% Add +3.5% 25,932 $12.4M
Financial Engines Advisors L.L.C. 0.03% Add +2.2% 25,877 $12.4M
Glenmede Trust Co. NA 0.06% Reduce -0.4% 25,906 $12.4M
Outlook Wealth Advisors, LLC 3.87% Add +2.4% 25,877 $12.4M
Gerber Kawasaki Wealth & Investment Management 0.62% Add +0.1% 25,832 $12.4M
FineMark National Bank & Trust 0.45% Add +7.9% 25,661 $12.3M
Aveo Capital Partners, LLC 1.39% Add +118.9% 25,655 $12.3M
Geller Advisors LLC 0.91% Add +12.4% 25,500 $12.2M
Holderness Investments Co. 2.88% Add +1.2% 25,509 $12.2M
Vishria Bird Financial Group, LLC 5.13% Reduce -0.1% 25,470 $12.2M
Farther Finance Advisors, LLC 0.58% Add +16.6% 25,046 $12.1M
CENTRAL TRUST Co 0.30% Reduce -23.6% 25,161 $12.1M
Calton & Associates, Inc. 6.03% Reduce -2.5% 25,143 $12.0M
Chaney Capital Management, Inc. 7.96% Add +5.4% 25,078 $12.0M
LPF Advisors LLC 11.04% Add +1.7% 24,984 $12.0M
Financial Guidance Group, Inc. 7.34% Add +12.9% 24,937 $11.9M
Smith Shellnut Wilson LLC 5.79% Reduce -1.1% 24,877 $11.9M
Sykon Capital LLC 4.48% Reduce -9.0% 24,773 $11.9M
Bensler, LLC 1.60% Add +4.5% 24,750 $11.9M
Mesirow Financial Investment Management, Inc. 0.27% Add +0.8% 24,705 $11.8M
Gerber, LLC 9.31% Add +9.6% 24,695 $11.8M
HWG Holdings LP 4.33% — 24,641 $11.8M
Ethos Financial Group, LLC 2.09% Add +4130.9% 24,539 $11.8M
David J Yvars Group 7.37% Add +2.6% 24,570 $11.8M
Sheets Smith Wealth Management 1.41% Reduce -44.7% 24,548 $11.8M
CV Advisors LLC 6.56% Add +21.7% 24,536 $11.8M
Sound View Wealth Advisors Group, LLC 1.20% Reduce -1.1% 24,347 $11.7M
Insigneo Advisory Services, LLC 1.31% Reduce -31.2% 26,731 $11.6M
Oppenheimer Asset Management Inc. 0.15% Reduce -37.0% 24,286 $11.6M
Ramiah Investment Group 11.36% Add +2.1% 24,277 $11.6M
Pettyjohn, Wood & White, Inc. 2.26% Add +23.1% 24,256 $11.6M
Carnegie Investment Counsel 0.36% Reduce -4.8% 24,255 $11.6M
Choate Investment Advisors 0.30% Reduce -0.4% 24,252 $11.6M
Verus Capital Partners, LLC 1.20% Reduce -1.5% 24,251 $11.6M
O'shaughnessy Asset Management, LLC 0.12% Add +20.1% 24,112 $11.6M
Simplex Trading, LLC 0.37% Reduce -8.7% 24,028 $11.5M
Fifth Third Bancorp 0.04% Add +1.5% 23,988 $11.5M
KM Capital Management Ltd. 5.93% Add +0.3% 23,931 $11.5M
Next Capital Management LLC 4.80% Add +0.7% 23,757 $11.4M
Foresight Capital Management Advisors, Inc. 7.67% Add +41.9% 23,573 $11.3M
Strategic Wealth Investment Group, LLC 1.42% — 23,378 $11.3M
Roof Eidam Maycock Peralta, LLC 3.05% Add +0.3% 23,467 $11.2M
Integral Investment Advisors, Inc. 4.13% Add +11.1% 23,255 $11.2M
Baron Financial Group, LLC 7.11% Reduce -4.0% 23,329 $11.2M
Cynosure Group, LLC 1.78% Add +182.3% 23,177 $11.1M
Albion Financial Group 0.83% Add +6.0% 23,110 $11.1M
Abich Financial Wealth Management LLC 7.53% Reduce -37.2% 23,102 $11.1M
Ascension Capital Advisors, Inc. 5.87% Add +34.9% 23,047 $11.0M
Proathlete Wealth Management LLC 5.22% Add +5.1% 23,033 $11.0M
Solano Wealth Management, Inc. 6.04% Reduce -4.5% 23,006 $11.0M
Cypress Capital Group 1.32% Add +3.4% 22,995 $11.0M
Claro Advisors Inc. 1.72% Reduce -7.2% 22,958 $11.0M
JSF Financial, LLC 3.36% Add +0.0% 22,901 $11.0M
Good Life Advisors, LLC 0.90% Add +4.9% 22,880 $11.0M
Alpha Cubed Investments, LLC 0.52% Add +1.0% 22,815 $10.9M
Haverford Trust Co 0.12% Add +15.4% 22,807 $10.9M
Chatham Capital Group, Inc. 1.90% Add +0.9% 22,724 $10.9M
Moors & Cabot, Inc. 0.58% Add +5.2% 22,618 $10.8M
HMS Capital Management, LLC 5.60% Reduce -8.0% 22,437 $10.7M
WR Wealth Planners, LLC 3.27% Add +7.8% 22,388 $10.7M
BCGM Wealth Management, LLC 3.71% Add +0.3% 22,364 $10.7M
Trivium Point Advisory, LLC 1.59% Add +1477.0% 22,315 $10.7M
Park Avenue Securities LLC 0.13% Add +17.3% 22,265 $10.7M
Rehmann Capital Advisory Group 0.76% Add +0.2% 22,251 $10.7M
Crestwood Advisors Group, LLC 0.22% Add +10.1% 22,212 $10.6M
Coppell Advisory Solutions LLC 1.75% — 22,169 $10.6M
White Wing Wealth Management 8.49% Add +4.2% 22,154 $10.6M
Silver Oak Securities, Incorporated 1.59% Add +24.5% 22,151 $10.6M
Cresta Advisors, Ltd. 6.28% Add +6.3% 22,091 $10.6M
HFG Advisors, Inc. 9.85% Reduce -1.5% 22,011 $10.5M
Iams Wealth Management, LLC 5.77% Add +57.9% 22,006 $10.5M
Integrity Financial Corp 6.58% Add +32.1% 21,947 $10.5M
Strategic Wealth Partners, Ltd. 1.09% Reduce -0.2% 21,838 $10.5M
Mission Wealth Management, LP 0.28% Add +8.7% 21,821 $10.5M
RDA Financial Network 3.42% Add +3.0% 21,753 $10.4M
Bogart Wealth, LLC 0.53% Reduce -5.7% 21,693 $10.4M
Elevation Capital Advisory, LLC 4.71% — 21,516 $10.3M
Telos Capital Management, Inc. 1.14% Reduce -0.2% 21,438 $10.3M
Keel Point, LLC 0.93% Reduce -8.2% 22,203 $10.3M
Everett Harris & Co. 0.13% Add +0.3% 21,435 $10.3M
Latitude Advisors, LLC 6.26% Add +33.5% 21,400 $10.3M
Coldstream Capital Management Inc. 0.25% Reduce -2.1% 21,314 $10.2M
RVW Wealth, LLC 1.02% Add +11.4% 21,229 $10.2M
Bristlecone Advisors, LLC 0.86% Reduce -0.4% 21,060 $10.1M
Genesee Capital Advisors, LLC 4.92% Add +126.8% 20,935 $10.0M
Strengthening Families & Communities, LLC 2.88% Add +0.1% 20,922 $10.0M
Caldwell Trust Co 1.11% Reduce -2.2% 20,913 $10.0M
WealthTrust Asset Management, LLC 7.31% Reduce -9.2% 20,882 $10.0M
Tennessee Valley Asset Management Partners 1.87% Add +0.4% 20,832 $10.0M
Tidal Investments LLC 0.14% Add +92.7% 20,716 $9.9M
Florida Financial Advisors, LLC 5.94% Add +6.2% 20,693 $9.9M
DAVENPORT & Co LLC 0.06% Reduce -0.4% 20,677 $9.9M
Concorde Asset Management, LLC 6.10% Add +16.0% 20,639 $9.9M
NWF Advisory Services Inc. 1.57% Add +14.4% 20,635 $9.9M
Hazlett, Burt & Watson, Inc. 5.06% Add +0.7% 20,482 $9.8M
Brass Tax Wealth Management, Inc. 1.92% Add +1694.0% 20,469 $9.8M
FSC Wealth Advisors, LLC 7.18% Add +165.0% 20,311 $9.7M
North Star Investment Management Corp. 0.71% Reduce -0.1% 20,280 $9.7M
Astoria Portfolio Advisors LLC. 3.47% Add +665.5% 20,277 $9.7M
Compound Planning, Inc. 0.72% New 20,234 $9.7M
Realta Investment Advisors 1.90% Add +2.6% 20,211 $9.7M
Powell Investment Advisors, LLC 5.01% Reduce -2.5% 20,131 $9.7M
WCG Wealth Advisors LLC 0.71% Add +4.5% 20,141 $9.7M
HUB Investment Partners, LLC 0.46% Reduce -4.3% 20,008 $9.6M
WealthBridge Capital Management, LLC 3.17% Reduce -0.4% 19,992 $9.6M
Garner Asset Management Corp 3.54% Add +6.4% 19,989 $9.6M
Sentinel Trust Co. Lba 1.17% Add +391.0% 19,950 $9.6M
Tandem Wealth Advisors LLC 5.11% Reduce -0.0% 19,910 $9.5M
MMBG Investment Advisors Co. 1.02% Reduce -0.4% 19,909 $9.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Add +1.6% 19,906 $9.5M
Curtis Advisory Group, LLC 3.36% Reduce -0.2% 19,867 $9.5M
Wesbanco Bank Inc. 0.36% Add +2.5% 19,844 $9.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +388.7% 19,806 $9.5M
Financial Insights, Inc. 2.63% Add +19.9% 19,776 $9.5M
Sigma Investment Counselors Inc. 0.59% Add +10.4% 19,770 $9.5M
Berkeley Capital Partners, LLC 2.84% Reduce -0.9% 19,708 $9.4M
Pine Harbor Wealth Management, LLC 5.54% Add +12.4% 19,652 $9.4M
Seneca House Advisors 4.08% Reduce -1.8% 19,644 $9.4M
Lake Street Advisors Group, LLC 0.45% Reduce -21.8% 19,607 $9.4M
Etfidea, LLC 3.18% Add +3.8% 19,614 $9.4M
Pacific Wealth Strategies Group, Inc. 7.73% Add +1.4% 19,489 $9.3M
B&D White Capital Company, LLC 1.95% Reduce -27.4% 19,456 $9.3M
Pinnacle Family Advisors, LLC 5.14% Reduce -26.5% 19,422 $9.3M
Hilltop Holdings Inc. 1.08% Add +165.7% 19,377 $9.3M
Empower Advisory Group, LLC 0.03% Add +6.6% 19,346 $9.3M
Joel Isaacson & Co., LLC 0.49% Add +10.0% 19,326 $9.3M
Wedmont Private Capital 0.58% Add +4.0% 18,708 $9.3M
Prism Advisors, Inc. 2.81% Reduce -11.0% 19,316 $9.3M
Nadler Financial Group, Inc. 1.08% Add +1.9% 19,260 $9.2M
Creative Financial Designs Inc. 0.82% Add +12.5% 19,201 $9.2M
Private Trust Co. NA 0.99% Add +4.2% 19,192 $9.2M
AdvisorNet Financial, Inc 0.83% Add +4.8% 19,178 $9.2M
New Wave Wealth Advisors LLC 4.94% — 19,172 $9.2M
Wealth Advisory Solutions, LLC 2.49% Reduce -2.3% 19,168 $9.2M
Pinnacle Financial Partners Inc 0.20% Add +15.6% 19,308 $9.1M
Grandview Asset Management LLC 5.35% Add +3.2% 19,067 $9.1M
Crewe Advisors LLC 1.02% Add +1.3% 19,066 $9.1M
Capital Investment Counsel, LLC 1.79% Add +9.1% 19,054 $9.1M
Guardian Wealth Advisors, LLC 5.92% Reduce -0.5% 18,987 $9.1M
Prosperitas Financial LLC 5.50% Reduce -2.8% 18,843 $9.0M
Granger Management LLC 1.50% Reduce -1.6% 18,807 $9.0M
Main Street Financial Solutions, LLC 0.85% Add +4.1% 18,770 $9.0M
Walleye Capital LLC 0.10% Reduce -40.6% 18,743 $9.0M
Nikulski Financial, Inc. 2.85% Add +1.7% 18,723 $9.0M
HBK Sorce Advisory LLC 0.31% Reduce -0.9% 18,709 $9.0M
Marcum Wealth, LLC 0.90% Add +1398.2% 18,653 $8.9M
Exencial Wealth Advisors, LLC 0.34% Reduce -4.0% 18,639 $8.9M
Banque Pictet & Cie SA 0.09% Reduce -2.7% 18,587 $8.9M
Proficio Capital Partners LLC 0.93% Reduce -4.0% 18,575 $8.9M
Quadcap Wealth Management, LLC 1.61% Add +7.3% 18,552 $8.9M
Invesco Ltd. 0.00% Add +405.6% 18,519 $8.9M
Sunbelt Securities, Inc. 0.90% Reduce -0.4% 18,433 $8.8M
Boothbay Fund Management, LLC 0.30% Add +2733.5% 18,418 $8.8M
Drake & Associates, LLC 3.16% Reduce -0.6% 18,401 $8.8M
Owen LaRue, LLC 5.44% Add +6.8% 18,360 $8.8M
Dohj, LLC 2.20% Add +5.0% 18,340 $8.8M
Agf Management Ltd. 0.05% Reduce -0.5% 18,237 $8.7M
Boston Financial Mangement LLC 0.28% Reduce -0.6% 18,233 $8.7M
Verde Capital Management 2.77% Reduce -6.8% 18,223 $8.7M
Planned Solutions, Inc. 4.28% Reduce -0.1% 18,165 $8.7M
First Nebraska Trust Co 0.90% Add +0.8% 18,160 $8.7M
Vanguard Group Inc. 0.00% Add +3.4% 18,122 $8.7M
Ulland Investment Advisors, LLC 6.61% Reduce -0.6% 18,101 $8.7M
Per Stirling Capital Management, LLC. 1.39% Add +1.9% 18,015 $8.6M
Banque Cantonale Vaudoise 0.34% Reduce -54.8% 17,940 $8.6M
Interactive Financial Advisors, Inc. 4.73% Add +137.9% 17,919 $8.6M
Charles Schwab Investment Management Inc. 0.00% New 17,914 $8.6M
Partners Capital Investment Group, LLP 0.14% Add +123.7% 17,847 $8.6M
Masso Torrence Wealth Management Inc. 4.75% Add +2.3% 17,865 $8.6M
Berger Financial Group, Inc 0.68% Add +24.3% 17,846 $8.6M
Robertson Stephens Wealth Management, LLC 0.44% Reduce -1.9% 17,713 $8.5M
Blue Square Asset Management, LLC 4.95% New 17,713 $8.5M
Richard W. Paul & Associates, LLC 3.27% Add +12.0% 17,706 $8.5M
Ping Capital Management, Inc. 5.31% — 17,700 $8.5M
JTC Employer Solutions Trustee Ltd 0.57% Reduce -0.6% 17,706 $8.5M
GYL Financial Synergies, LLC 0.65% Add +8.6% 17,693 $8.5M
TrueWealth Advisors, LLC 3.14% Add +3.3% 17,686 $8.5M
Alliance Wealth Advisors, LLC 5.30% Add +0.0% 17,553 $8.4M
Rye Brook Capital LLC 11.03% Reduce -65.0% 17,500 $8.4M
Clearstead Advisors, LLC 0.14% Add +81.1% 17,486 $8.4M
Absolute Capital Management, LLC 5.07% Reduce -34.2% 17,478 $8.4M
Plotkin Financial Advisors, LLC 5.38% Add +4.8% 17,474 $8.4M
Little Harbor Advisors, LLC 5.41% Add +13.7% 17,471 $8.4M
Capital Wealth Planning, LLC 0.09% Add +58.9% 17,470 $8.4M
McIlrath & Eck, LLC 1.24% Add +12.0% 17,451 $8.4M
Arcus Capital Partners, LLC 3.22% Reduce -1.7% 17,424 $8.3M
Bollard Group LLC 0.24% Add +0.1% 17,419 $8.3M
Bradley Foster & Sargent Inc. 0.15% Add +4.4% 17,390 $8.3M
Glen Eagle Advisors, LLC 1.53% Reduce -0.9% 17,441 $8.3M
Canandaigua National Bank & Trust Co. 0.90% New 17,339 $8.3M
Howard Financial Services, LTD. 1.36% Add +0.1% 17,329 $8.3M
SOA Wealth Advisors, LLC. 1.67% Reduce -12.4% 17,323 $8.3M
Councilor Wealth, LLC 4.28% Reduce -2.3% 17,310 $8.3M
First National Corp. /Ma/ 1.97% Reduce -4.1% 17,250 $8.3M
Daymark Wealth Partners, LLC 0.38% Add +30.4% 17,239 $8.3M
Mitsubishi UFJ Trust & Banking Corp 0.02% No change 17,225 $8.3M
Concentrum Wealth Management 3.46% Add +6.3% 17,166 $8.2M
Strategic Blueprint, LLC 0.56% Add +0.1% 17,139 $8.2M
Keystone Wealth Services, LLC 2.55% Reduce -1.4% 17,115 $8.2M
Hilton Capital Management, LLC 0.69% No change 17,110 $8.2M
Mystic Asset Management, Inc. 3.30% Add +3.7% 17,072 $8.2M
New England Private Wealth Advisors LLC 1.42% Reduce -1.8% 16,975 $8.1M
Cyr Financial Inc. 8.09% — 16,897 $8.1M
Atlas Private Wealth Advisors 1.31% Add +64.5% 16,810 $8.1M
Highline Wealth Partners LLC 3.03% Add +6.9% 16,773 $8.0M
Peak Asset Management, LLC 1.57% Add +71.2% 16,744 $8.0M
Atlas Financial Advisors, Inc. 13.22% Reduce -5.5% 16,673 $8.0M
Summit Trail Advisors, LLC 0.21% Reduce -0.4% 16,623 $8.0M
CFM Wealth Partners LLC 1.46% Add +5.2% 16,627 $8.0M
StrongBox Wealth, LLC 3.76% Add +8.2% 16,610 $8.0M
Robbins Farley 4.22% Reduce -3.0% 16,562 $7.9M
Liquid Strategies, LLC 2.08% Reduce -7.1% 16,539 $7.9M
Kensington Asset Management, LLC 0.86% Reduce -98.4% 16,539 $7.9M
Lansing Street Advisors 3.28% Add +5.1% 16,449 $7.9M
Clare Market Investments LLC 2.20% Add +5.7% 16,414 $7.9M
Rainey & Randall Wealth Advisors Inc. 1.85% Add +0.1% 16,378 $7.9M
Griffin Asset Management, Inc. 0.91% Reduce -3.1% 16,361 $7.8M
Chemung Canal Trust Co. 1.51% No change 16,332 $7.8M
Canal Capital Management, LLC 1.33% Add +25.5% 16,312 $7.8M
MTM Financial Group, LLC 4.98% Reduce -0.1% 16,432 $7.8M
TRUE Private Wealth Advisors 0.88% Reduce -3.3% 16,260 $7.8M
Warner Financial, Inc. 3.80% Add +0.6% 16,254 $7.8M
Cary Street Partners Investment Advisory LLC 0.31% Reduce -0.9% 16,186 $7.8M
Arcataur Capital Management LLC 2.76% Reduce -2.3% 16,180 $7.8M
Watershed Private Wealth LLC 3.29% Add +7.0% 16,164 $7.7M
Leavell Investment Management, Inc. 0.43% Add +8.0% 16,092 $7.7M
SVB Wealth LLC 0.19% Reduce -13.4% 16,079 $7.7M
O'Connor Financial Group LLC 4.48% Add +1.4% 16,065 $7.7M
Westwood Holdings Group Inc. 0.06% Reduce -0.6% 16,062 $7.7M
Prudential PLC 0.05% Add +46.4% 16,053 $7.7M
Avestar Capital, LLC 0.85% Reduce -16.4% 16,048 $7.7M
Main Street Group, LTD 3.58% Reduce -2.7% 15,912 $7.7M
Mfa Wealth Advisors, LLC 1.68% Reduce -4.7% 15,977 $7.7M
SPC Financial, Inc. 0.70% Reduce -1.7% 15,862 $7.6M
Flagship Harbor Advisors, LLC 0.46% Reduce -2.2% 15,845 $7.6M
Lion Street Advisors, LLC 2.81% Reduce -4.2% 15,822 $7.6M
Spectrum Strategic Capital Management, LLC 5.53% Add +0.4% 15,788 $7.6M
Capital Investment Advisory Services, LLC 0.78% Reduce -0.3% 15,774 $7.6M
Fingerlakes Wealth Management, Inc. 6.74% Reduce -2.0% 15,682 $7.5M
My Personal CFO, LLC 4.00% Add +4.3% 15,654 $7.5M
Patriot Investment Management Group, Inc. 0.58% Add +0.1% 15,574 $7.5M
Penserra Capital Management LLC 0.09% Reduce -71.9% 15,573 $7.5M
Trademark Financial Management, LLC 6.07% Add +8.8% 15,548 $7.4M
Finivi Inc. 6.16% Add +1.2% 15,524 $7.4M
BLB&B Advisors, LLC 0.41% Reduce -13.1% 15,477 $7.4M
American State Bank (Iowa) 4.74% No change 15,453 $7.4M
Novak & Powell Financial Services, Inc. 4.59% Reduce -0.2% 15,411 $7.4M
FFT Wealth Management LLC 0.65% Add +2.3% 15,400 $7.4M
Traynor Capital Management, Inc. 0.62% Add +7.6% 15,345 $7.4M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 13.55% Reduce -55.2% 15,334 $7.3M
Rareview Capital LLC 7.02% Add +296.2% 15,308 $7.3M
Three Bridge Wealth Advisors, LLC 2.90% Add +18.4% 15,270 $7.3M
Flaharty Asset Management, LLC 1.08% Reduce -2.8% 15,271 $7.3M
Lazard Asset Management LLC 0.01% Reduce -0.1% 15,215 $7.3M
Perennial Investment Advisors, LLC 1.04% Add +11.3% 15,206 $7.3M
Ancora Advisors LLC 0.18% Reduce -8.0% 15,120 $7.2M
Retirement Income Solutions, Inc. 1.74% Reduce -7.1% 15,060 $7.2M
Carr Financial Group Corp 2.27% Add +15.6% 14,922 $7.1M
Avior Wealth Management, LLC 0.31% Reduce -5.5% 14,919 $7.1M
Elite Wealth Management, Inc. 1.56% Reduce -3.6% 14,866 $7.1M
Madison Wealth Partners, Inc 2.44% Add +9.6% 14,839 $7.1M
Martin Capital Advisors, LLP 5.30% Reduce -0.3% 14,757 $7.1M
Bank of Hawaii 0.32% Add +38.8% 14,679 $7.0M
Chicago Wealth Management, Inc. 4.04% Add +5.1% 14,660 $7.0M
Petix & Botte Co 1.99% Add +96.7% 14,644 $7.0M
Brown Brothers Harriman & Co. 0.05% Add +23.5% 14,557 $7.0M
Empirical Finance, LLC 0.44% No change 14,545 $7.0M
Strategic Advisors LLC 1.35% Reduce -11.3% 14,484 $6.9M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.76% Reduce -17.7% 14,317 $6.9M
AllGen Financial Advisors, Inc. 2.60% Reduce -0.4% 14,309 $6.9M
Central Pacific Bank - Trust Division 0.86% Add +169.4% 14,306 $6.9M
Advisors Preferred, LLC 1.18% Add +21.7% 14,205 $6.8M
Pallas Capital Advisors LLC 0.31% Reduce -0.5% 14,246 $6.8M
Destiny Capital Corp 4.67% Add +2.8% 14,254 $6.8M
Crew Capital Management, Ltd 5.47% Add +93.1% 14,227 $6.8M
Somerset Group LLC 6.03% Add +5.5% 14,189 $6.8M
Sandy Cove Advisors, LLC 3.02% Add +11.8% 14,153 $6.8M
Pure Financial Advisors, LLC 0.19% Add +0.0% 14,100 $6.8M
Associated Banc-Corp 0.21% Add +12.0% 14,061 $6.7M
Foguth Wealth Management, LLC. 2.97% Reduce -52.3% 14,047 $6.7M
Cozad Asset Management Inc. 0.67% Add +6.7% 14,028 $6.7M
J. Goldman & Co LP 0.25% Reduce -59.0% 14,017 $6.7M
Members Advisory Group LLC 3.65% Reduce -8.9% 13,924 $6.7M
M3 Advisory Group, LLC 5.50% Add +3.0% 13,951 $6.7M
Bay Rivers Group 3.47% Add +0.7% 13,913 $6.7M
High Note Wealth, LLC 2.04% Add +22.7% 13,902 $6.7M
Channel Wealth LLC 2.41% Add +0.1% 13,858 $6.6M
Stock Yards Bank & Trust Co. 0.22% Reduce -0.7% 13,844 $6.6M
Centered Wealth LLC dba Miller Equity Capital Advisors 2.76% Add +0.2% 13,828 $6.6M
TKG Advisors, LLC 3.59% Add +3.0% 13,810 $6.6M
Lowery Thomas, LLC 4.81% Reduce -2.1% 13,758 $6.6M
Cullen/Frost Bankers, Inc. 0.10% Add +1.2% 13,718 $6.6M
Destination Wealth Management 0.22% Add +4.0% 13,718 $6.6M
Paulson Wealth Management Inc. 1.91% Reduce -5.0% 13,686 $6.6M
Advisory Resource Group 1.48% Add +0.1% 13,666 $6.5M
CMG Global Holdings, LLC 4.32% Add +0.3% 13,648 $6.5M
G&S Capital LLC 2.84% Reduce -8.6% 13,157 $6.5M
Pettinga Financial Advisors LLC 1.64% Reduce -9.2% 13,621 $6.5M
Buck Wealth Strategies, LLC 1.92% New 13,605 $6.5M
Kellett Wealth Advisors, LLC 5.24% Reduce -4.8% 13,564 $6.5M
Nabity-Jensen Investment Management Inc 5.31% Add +0.1% 13,562 $6.5M
Founders Capital Management, LLC 1.17% No change 13,514 $6.5M
Dogwood Wealth Management LLC 3.97% Add +30.2% 13,454 $6.4M
Heritage Wealth Partners, LLC 9.32% Add +19.7% 13,424 $6.4M
Baker Tilly Wealth Management, LLC 2.62% Add +99.3% 13,394 $6.4M
Capstone Wealth Management Group, LLC 4.20% Add +2.2% 13,393 $6.4M
Destiny Wealth Partners, LLC 1.15% Reduce -6.6% 13,340 $6.4M
Roger Wittlin Investment Advisory, LLC 4.09% Add +26.9% 13,298 $6.4M
Tsfg, LLC 1.49% Reduce -14.3% 13,296 $6.4M
Trustmark Bank Trust Department 0.51% Add +5.8% 13,274 $6.4M
Phoenix Financial Ltd. 0.10% Reduce -4.1% 13,235 $6.3M
LexAurum Advisors, LLC 1.56% Reduce -4.2% 13,205 $6.3M
Norden Group LLC 1.28% Add +19.2% 13,198 $6.3M
Bryn Mawr Trust Advisors, LLC 0.35% Reduce -20.9% 13,124 $6.3M
Webster Bank, N. A. 0.69% Reduce -0.3% 13,055 $6.3M
Rovin Capital /Ut/ 2.60% Reduce -2.9% 13,019 $6.2M
Herbst Group, LLC 3.77% Reduce -1.3% 12,938 $6.2M
Cordgrass Capital Advisors, LLC 1.94% Add +0.1% 12,864 $6.2M
BTC Capital Management, Inc. 0.57% Add +0.4% 12,850 $6.2M
Navis Wealth Advisors, LLC 7.06% Reduce -19.4% 12,841 $6.2M
Monterey Private Wealth, Inc. 2.28% Add +1.9% 12,729 $6.1M
Rappaport Reiches Capital Management, LLC 1.79% Add +5.1% 12,648 $6.1M
Provenance Wealth Advisors, LLC 0.85% Reduce -0.4% 12,625 $6.0M
Jackson Hole Capital Partners, LLC 1.33% Add +0.4% 12,585 $6.0M
Abbrea Capital, LLC 0.80% Reduce -5.4% 12,532 $6.0M
Shepherd Financial Partners LLC 0.77% Add +10.2% 12,510 $6.0M
Modera Wealth Management, LLC 0.09% Reduce -0.2% 12,475 $6.0M
Aurora Investment Managers, LLC. 4.27% Reduce -3.0% 12,427 $6.0M
Modus Advisors, LLC 2.10% Reduce -2.2% 12,401 $5.9M
Retirement Planning Co of New England, Inc. 3.23% Add +0.9% 12,400 $5.9M
Principle Wealth Partners LLC 0.45% Reduce -0.3% 12,391 $5.9M
Cheviot Value Management, LLC 1.16% Add +0.5% 12,390 $5.9M
Greenhouse Wealth Management, LLC 4.33% Add +0.1% 12,388 $5.9M
Pachira Investments Inc. 5.26% Add +4.9% 12,378 $5.9M
Afg Fiduciary Services Limited Partnership 4.14% Reduce -9.3% 12,290 $5.9M
Apriem Advisors 0.72% Add +1.7% 12,342 $5.9M
Fluent Financial, LLC 2.98% Reduce -7.5% 12,338 $5.9M
Ashford Capital Management Inc. 0.80% Add +35.6% 12,337 $5.9M
Avaii Wealth Management, LLC 3.27% Reduce -4.9% 12,318 $5.9M
Sandbox Financial Partners, LLC 2.26% Add +8.1% 12,299 $5.9M
Sandy Spring Bank 0.26% Reduce -16.1% 12,262 $5.9M
Hill Island Financial LLC 1.92% Reduce -3.1% 12,252 $5.9M
Vident Advisory, LLC 0.16% Reduce -32.5% 12,230 $5.9M
Gray Wealth Management Inc. 2.52% Reduce -0.0% 12,175 $5.8M
First National Bank of Omaha 0.38% Add +0.5% 12,173 $5.8M
Stonehearth Capital Management, LLC 2.49% Reduce -7.9% 12,143 $5.8M
NewEdge Wealth, LLC 0.13% Reduce -8.5% 12,090 $5.8M
CIC Wealth, LLC 1.59% Add +0.2% 12,074 $5.8M
Stevard, LLC 5.00% No change 12,068 $5.8M
AQR Capital Management 0.01% Add +332.0% 12,041 $5.8M
Merkkuri Wealth Advisors LLC 5.30% — 12,025 $5.8M
Midwest Financial Group LLC 3.66% Add +2.4% 12,018 $5.8M
Vienna Asset Management LLC 4.77% Add +19.0% 12,015 $5.8M
Legacy Advisors, LLC 0.70% Add +0.2% 11,992 $5.7M
Octavia Wealth Advisors, LLC 0.78% Add +6.6% 11,937 $5.7M
Aurora Private Wealth, Inc. 5.01% Reduce -3.0% 11,935 $5.7M
Macquarie Group Ltd. 0.01% Reduce -29.8% 11,864 $5.7M
ORBA Wealth Advisors, L.L.C. 2.92% Add +13.6% 11,776 $5.6M
Householder Group Estate & Retirement Specialist, LLC 1.57% Add +8.0% 11,650 $5.6M
Trust Co. of Vermont 0.30% Add +0.3% 11,562 $5.5M
Headlands Technologies LLC 0.59% Reduce -24.2% 11,550 $5.5M
Fortem Financial Group, LLC 2.38% Add +8.1% 11,541 $5.5M
Marshall Financial Group, LLC 1.54% Reduce -11.6% 11,501 $5.5M
Vance Wealth, LLC 2.26% Add +1.0% 11,466 $5.5M
GC Wealth Management RIA, LLC 1.08% Add +21.1% 11,437 $5.5M
ETF Portfolio Partners, Inc. 1.71% Add +14.4% 11,421 $5.5M
Ferguson Wellman Capital Management, Inc. 0.11% Add +8.5% 11,390 $5.5M
World Equity Group, Inc. 1.62% Reduce -66.2% 11,360 $5.4M
Grassi Investment Management 0.48% Reduce -0.5% 11,327 $5.4M
Southland Equity Partners LLC 1.55% Add +1.6% 11,310 $5.4M
Private Capital Management LLC 1.07% Reduce -0.5% 11,244 $5.4M
BlueChip Wealth Advisors LLC 3.17% Reduce -0.0% 11,243 $5.4M
Financial Partners Group, Inc 0.85% Add +5.5% 11,225 $5.4M
Sfmg, LLC 0.47% Reduce -0.7% 11,220 $5.4M
Enzi Wealth 2.36% Reduce -1.8% 10,817 $5.4M
Flagship Private Wealth, LLC 3.18% Add +4.8% 11,200 $5.4M
Northwest Financial Advisors 5.45% Reduce -0.2% 11,193 $5.4M
FourThought Financial Partners, LLC 0.69% Add +2.6% 11,183 $5.4M
Gill Capital Partners, LLC 2.06% Add +5.0% 11,119 $5.3M
Joule Financial, LLC 2.16% Reduce -46.0% 11,055 $5.3M
Pinnacle Wealth Management Group, Inc. 3.59% Add +4.0% 11,083 $5.3M
Elevation Point Wealth Partners, LLC 0.42% Reduce -3.7% 11,076 $5.3M
RMR Wealth Builders 0.61% Reduce -1.3% 11,070 $5.3M
Harvest Investment Services, LLC 2.10% Reduce -12.2% 11,068 $5.3M
Silvercrest Asset Management Group LLC 0.04% New 11,067 $5.3M
CPC Advisors, LLC 0.87% Reduce -3.9% 11,066 $5.3M
Levy Wealth Management Group, LLC 1.36% Reduce -1.6% 11,054 $5.3M
Surience Private Wealth LLC 6.81% New 11,051 $5.3M
Leslie Global Wealth, LLC 3.08% — 11,010 $5.3M
Fiduciary Financial Group, LLC 1.27% — 10,598 $5.3M
Retirement Solution LLC 1.41% Reduce -4.5% 10,936 $5.2M
Sage Mountain Advisors LLC 0.48% Add +275.9% 10,916 $5.2M
Farmers Trust Co. 1.06% Reduce -4.7% 10,887 $5.2M
Ascentis Independent Advisors 1.08% — 10,863 $5.2M
White Pine Investment CO 1.53% Add +0.8% 10,862 $5.2M
Ledgewood Wealth Advisors, LLC 4.48% Reduce -3.5% 10,852 $5.2M
Avantax Planning Partners, Inc. 0.17% Add +7.1% 10,815 $5.2M
DBK Financial Counsel, LLC 5.61% Reduce -1.0% 10,751 $5.2M
Valued Retirements, Inc. 7.81% Add +0.2% 10,742 $5.1M
IPG Investment Advisors LLC 1.12% Add +50.1% 10,703 $5.1M
Sax Wealth Advisors, LLC 0.49% New 10,707 $5.1M
Palumbo Wealth Management LLC 2.16% Add +1.8% 10,672 $5.1M
LMCG Investments, LLC 0.30% Reduce -2.1% 10,667 $5.1M
PFC Capital Group, Inc. 2.55% Add +3.4% 10,652 $5.1M
Hancock Whitney Corp. 0.17% Reduce -5.3% 10,617 $5.1M
All Terrain Financial Advisors, LLC 2.14% No change 10,606 $5.1M
Zuckerman Investment Group, LLC 0.59% Add +0.0% 10,601 $5.1M
Bordeaux Wealth Advisors LLC 0.97% Add +48.6% 10,599 $5.1M
McGuire Investment Group, LLC 0.73% Reduce -0.2% 10,589 $5.1M
Blue Trust, Inc. 0.07% Add +569.1% 11,401 $5.1M
SMART Wealth LLC 2.04% Reduce -6.0% 10,521 $5.0M
Sage Capital Management, LLC 2.65% Add +12.2% 10,520 $5.0M
CCG Wealth Management, LLC 2.84% Reduce -6.0% 10,518 $5.0M
GFG Capital, LLC 1.37% Reduce -1.7% 10,510 $5.0M
Mission Creek Capital Partners, Inc. 1.27% Reduce -2.4% 10,495 $5.0M
Busey Bank 0.17% Add +1.0% 10,442 $5.0M
Castle Rock Wealth Management, LLC 1.24% Reduce -0.7% 10,337 $5.0M
Ciovacco Capital Management LLC 3.21% Reduce -1.8% 10,386 $5.0M
Ategra Capital Management, LLC 4.26% Reduce -51.9% 10,383 $5.0M
HCR Wealth Advisors 0.71% Add +5.5% 10,380 $5.0M
Ironwood Financial, llc 1.12% Add +0.2% 10,380 $5.0M
WNY Asset Management, LLC 0.66% Add +12.2% 10,376 $5.0M
West Financial Advisors, LLC 1.03% Reduce -1.1% 10,375 $5.0M
Capital Advisors Inc. 0.10% Add +7.0% 10,351 $5.0M
Valmark Advisers, Inc. 0.08% Add +2.8% 10,342 $5.0M
Carrhae Capital LLP 0.80% New 10,260 $4.9M
Magnus Financial Group LLC 0.55% Add +4.9% 10,237 $4.9M
Arthur M. Cohen & Associates, LLC 0.90% Add +0.1% 10,209 $4.9M
Evercore Wealth Management, LLC 0.08% Reduce -0.3% 10,208 $4.9M
WBH Advisory Inc. 0.49% Reduce -2.9% 10,196 $4.9M
White Lighthouse Investment Management Inc. 0.94% Reduce -4.5% 10,186 $4.9M
LongView Wealth Management 1.80% Reduce -1.1% 10,161 $4.9M
Oxinas Partners, LLC 3.24% Reduce -2.5% 10,157 $4.9M
Waterloo Capital, L.P. 0.58% Reduce -11.0% 10,127 $4.9M
Spirepoint Private Client, LLC 0.69% Add +1.1% 10,098 $4.8M
High Falls Advisors, Inc 1.17% Add +0.0% 10,057 $4.8M
Visionary Wealth Advisors 0.32% Add +9.7% 10,056 $4.8M
Hyman Charles D 0.27% Add +10.3% 10,054 $4.8M
Madison Park Capital Advisors, LLC 4.02% Reduce -0.3% 10,036 $4.8M
Davidson Kempner Capital Management LP 0.11% New 10,000 $4.8M
Redhawk Wealth Advisors, Inc. 0.73% Reduce -44.0% 9,990 $4.8M
Oakwell Private Wealth Management, LLC 1.35% No change 9,982 $4.8M
Taylor & Morgan Wealth Management, LLC 3.38% Add +6.9% 9,977 $4.8M
Twin Peaks Wealth Advisors, LLC 2.38% Reduce -4.4% 9,974 $4.8M
NFSG Corp 1.78% Add +47.2% 9,966 $4.8M
Narwhal Capital Management 0.45% Reduce -0.2% 9,951 $4.8M
McIntyre Freedman & Flynn Investment Advisers Inc. 3.43% No change 9,927 $4.8M
McKinley Carter Wealth Services, Inc. 0.30% Reduce -2.0% 9,911 $4.7M
Financial Counselors Inc. 0.08% Add +26.4% 9,890 $4.7M
Savvy Advisors, Inc. 1.54% Add +25.6% 9,880 $4.7M
Montecito Bank & Trust 0.96% Reduce -2.9% 9,862 $4.7M
9258 Wealth Management, LLC 0.73% Reduce -4.1% 9,857 $4.7M
Sharp Wealth Advisory, LLC 4.02% Add +7.3% 9,778 $4.7M
Family Legacy, Inc. 1.67% Add +1.5% 9,732 $4.7M
DeDora Capital, Inc. 1.43% Reduce -1.8% 9,693 $4.6M
Cornell Pochily Investment Advisors, Inc. 1.76% Add +2.3% 9,682 $4.6M
Duncan Williams Asset Management, LLC 3.91% Add +0.7% 9,678 $4.6M
Clear Point Advisors Inc. 3.81% Add +0.0% 9,673 $4.6M
GAMCO Investors 0.05% No change 9,650 $4.6M
National Wealth Management Group, LLC 3.51% Reduce -1.9% 9,624 $4.6M
CW Advisors, LLC 0.07% Add +4.3% 9,619 $4.6M
Cottage Street Advisors LLC 2.71% Add +22.2% 9,580 $4.6M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.76% Add +15.9% 9,552 $4.6M
Jackson Wealth Management, LLC 0.98% Reduce -37.8% 9,552 $4.6M
Plancorp, LLC 0.20% Add +10.9% 9,471 $4.5M
Visionary Horizons, LLC 3.32% Add +7.8% 9,461 $4.5M
Chris Bulman Inc 3.10% — 9,452 $4.5M
Grey Ledge Advisors, LLC 1.23% Add +10.1% 9,403 $4.5M
Tranquilli Financial Advisor LLC 3.01% Reduce -14.8% 9,339 $4.5M
Joseph P. Lucia & Associates, LLC 2.31% Add +4.3% 9,393 $4.5M
Epic Trust Investment Advisors, LLC 4.96% Reduce -14.6% 9,392 $4.5M
BKM Wealth Management, LLC 2.16% Add +0.5% 9,387 $4.5M
Sawgrass Asset Management LLC 0.49% Add +1.8% 9,371 $4.5M
Boston Family Office LLC 0.32% Reduce -0.3% 9,347 $4.5M
J. Safra Sarasin Holding AG 0.08% — 9,330 $4.5M
SkyOak Wealth, LLC 1.04% Add +1.4% 9,293 $4.5M
Weitzel Financial Services, Inc. 2.21% Add +2.8% 9,202 $4.4M
Transcendent Capital Group LLC 2.55% Reduce -0.8% 9,252 $4.4M
Cohen Capital Management, Inc. 0.76% No change 9,250 $4.4M
Novare Capital Management LLC 0.40% Add +304.5% 9,246 $4.4M
Mill Creek Capital Advisors, LLC 0.11% Add +1.1% 9,162 $4.4M
Riverstone Advisors, LLC 2.69% Add +14.1% 9,125 $4.4M
Goldstein Advisors, LLC 0.73% Reduce -1.9% 9,089 $4.4M
Insight Advisors, LLC/ PA 0.80% Add +10.8% 9,082 $4.4M
SageView Advisory Group, LLC 0.27% New 9,081 $4.4M
Forvis Mazars Wealth Advisors, LLC 0.11% Reduce -1.6% 9,053 $4.3M
Peoples Bank 3.38% Reduce -0.4% 9,053 $4.3M
Atalanta Sosnoff Capital, LLC 0.10% Add +10.9% 9,045 $4.3M
Corsair Capital Management, L.P. 0.72% Add +80.0% 9,000 $4.3M
Schmidt P J Investment Management Inc. 0.79% No change 8,994 $4.3M
Alpha Financial Partners LLC 3.72% Reduce -0.1% 8,972 $4.3M
Atticus Wealth Management, LLC 1.40% Reduce -5.9% 8,955 $4.3M
Hobbs Group Advisors, LLC 1.62% — 8,908 $4.3M
Capital Investment Advisors, LLC 0.10% Add +19.8% 8,875 $4.3M
JBR Co Financial Management Inc 2.99% Reduce -2.5% 8,871 $4.3M
Marvin & Palmer Associates Inc. 4.13% Reduce -60.3% 3,795 $4.2M
Marino, Stram & Associates LLC 1.03% Reduce -4.2% 8,807 $4.2M
Aspiriant, LLC 0.17% Add +25.7% 8,788 $4.2M
Accel Wealth Management 1.69% Add +4.2% 8,781 $4.2M
Clal Insurance Enterprises Holdings Ltd 0.04% No change 8,726 $4.2M
Quad-Cities Investment Group, LLC 2.32% Add +12.2% 8,727 $4.2M
FWL Investment Management, LLC 2.10% Add +3.4% 8,706 $4.2M
Omega Financial Group, LLC 1.69% Reduce -3.6% 8,702 $4.2M
Fiduciary Alliance LLC 0.68% Add +46.5% 8,548 $4.2M
Riggs Asset Managment Co. Inc. 1.24% Add +12.7% 8,675 $4.2M
Yelin Lapidot Holdings Management Ltd. 0.73% Reduce -13.0% 8,673 $4.2M
TBH Global Asset Management, LLC 0.92% Reduce -14.2% 8,670 $4.2M
Oxford Wealth Group, LLC 2.86% Add +42.9% 8,669 $4.2M
XR Securities LLC 7.01% Add +856.2% 8,663 $4.2M
Wintrust Investments LLC 0.34% Add +1.4% 8,655 $4.1M
Strategic Financial Concepts, LLC 2.41% Add +18691.3% 2,777,351 $4.1M
Fairway Wealth LLC 2.44% Add +65.9% 8,628 $4.1M
Alta Wealth Advisors LLC 2.06% Reduce -0.1% 8,623 $4.1M
Purus Wealth Management, LLC 1.81% Add +9.6% 8,575 $4.1M
Lanark Financial, Inc. 0.37% Add +0.7% 8,559 $4.1M
Capital Wealth Alliance, LLC 2.34% Add +38.7% 8,544 $4.1M
Cornerstone Advisory, LLC 0.57% Add +2.7% 8,521 $4.1M
ProVise Management Group, LLC 0.35% Add +0.8% 8,479 $4.1M
Roman Butler Fullerton & Co. 1.32% Add +2.4% 8,075 $4.1M
Gries Financial LLC 0.83% Reduce -52.4% 8,468 $4.1M
Saxony Capital Management, LLC 4.46% Add +62.0% 8,462 $4.1M
Vista Investment Partners LLC 1.36% Add +0.9% 8,457 $4.1M
Westmount Partners, LLC 1.34% Add +0.1% 8,395 $4.0M
Linscomb Wealth, Inc. 0.21% Reduce -4.5% 8,438 $4.0M
Strategies Wealth Advisors, LLC 0.59% Add +2.3% 8,434 $4.0M
King Luther Capital Management Corp. 0.02% Add +2.1% 8,372 $4.0M
Advisors Capital Management, LLC 0.07% Add +3.6% 8,370 $4.0M
United Capital Management of KS, Inc. 0.88% Reduce -12.9% 8,357 $4.0M
Castle Wealth Management LLC 1.91% Reduce -0.3% 8,327 $4.0M
Shelton Capital Management 0.11% Reduce -47.5% 8,294 $4.0M
Armstrong Advisory Group, Inc. 0.35% Reduce -1.8% 8,293 $4.0M
Montz Harcus Wealth Management LLC 2.58% Add +1.7% 8,290 $4.0M
Moneco Advisors, LLC 0.58% Reduce -1.4% 8,273 $4.0M
Triumph Capital Management 1.55% Add +44.6% 8,246 $4.0M
Searle & Co. 0.93% No change 8,257 $4.0M
Welch & Forbes LLC 0.05% No change 7,981 $4.0M
Integrated Investment Consultants, LLC 1.09% No change 8,897 $4.0M
Covenant Asset Management, LLC 0.89% Reduce -1.0% 8,236 $3.9M
First Manhattan Co. Llc. 0.01% Add +6.3% 8,214 $3.9M
Strategy Asset Managers LLC 0.87% Reduce -15.6% 10,652 $3.9M
Leelyn Smith, LLC 0.75% Add +0.9% 8,138 $3.9M
JFS Wealth Advisors, LLC 0.31% Add +1.6% 8,094 $3.9M
Legacy Advisory Services, LLC 3.54% Reduce -4.0% 8,071 $3.9M
Principal Financial Group Inc. 0.00% Add +4.7% 8,048 $3.9M
Financial Futures Ltd Liability Co. 2.39% Add +11.6% 8,029 $3.8M
Arrowroot Family Office, LLC 2.46% Reduce -3.7% 8,021 $3.8M
EverSource Wealth Advisors, LLC 0.26% Reduce -3.3% 8,157 $3.8M
Fulton Breakefield Broenniman LLC 0.28% Reduce -0.5% 8,004 $3.8M
River Wealth Advisors LLC 0.55% Add +2.0% 8,001 $3.8M
NovaPoint Capital, LLC 1.30% Add +25.0% 7,974 $3.8M
Requisite Capital Management, LLC 0.86% Add +102.0% 7,954 $3.8M
Defined Wealth Management, LLC 2.65% Reduce -0.3% 7,966 $3.8M
Thrive Capital Management, LLC 1.73% Add +60.2% 7,920 $3.8M
JPL Wealth Management, LLC 1.86% Add +9.1% 7,911 $3.8M
Summit Investment Advisory Services, LLC 4.44% New 7,880 $3.8M
XML Financial, LLC 0.38% Add +7.5% 7,870 $3.8M
Keebeck Wealth Management 0.55% Reduce -1.0% 7,813 $3.7M
Raleigh Capital Management Inc. 1.60% Reduce -6.1% 7,824 $3.7M
Sassicaia Capital Advisers LLC 15.11% Add +178.6% 7,800 $3.7M
Opinicus Capital, Inc. 3.12% Add +0.2% 7,722 $3.7M
Trust Co. of Toledo NA 0.53% Add +4.0% 7,702 $3.7M
Carlton Hofferkamp & Jenks Wealth Management, LLC 1.44% Add +6.7% 8,051 $3.7M
SignalPoint Asset Management, LLC 0.98% Reduce -1.5% 7,677 $3.7M
Comprehensive Financial Consultants Institutional, Inc. 1.44% Reduce -1.1% 7,663 $3.7M
Capasso Planning Partners LLC 1.19% Add +740.4% 7,639 $3.7M
Tempus Wealth Planning, LLC 1.53% Add +0.3% 7,638 $3.7M
Quadrant Private Wealth Management, LLC 0.84% Reduce -11.1% 7,607 $3.7M
Retirement Investment Advisors, Inc. 0.44% — 7,608 $3.6M
RPS Advisory Solutions LLC 3.33% — 7,544 $3.6M
Ayalon Insurance Comp Ltd. 1.19% Add +15.7% 7,519 $3.6M
Aprio Wealth Management, LLC 0.66% Reduce -8.0% 7,505 $3.6M
Independent Advisor Alliance 0.12% Add +12.5% 7,503 $3.6M
Dymon Asia Capital (singapore) Pte. LTD. 4.45% New 7,500 $3.6M
Guardian Wealth Advisors, LLC / NC 0.42% Reduce -0.7% 7,496 $3.6M
Atom Investors LP 0.36% Add +70.3% 7,480 $3.6M
Lam Group, Inc. 3.02% Reduce -43.5% 7,475 $3.6M
Sharper & Granite LLC 1.70% Add +4.3% 7,454 $3.6M
Harmony Asset Management LLC 1.49% Add +3.9% 7,445 $3.6M
Sightline Wealth Advisors, LLC 2.21% Add +1.5% 7,401 $3.5M
Schechter Investment Advisors, LLC 0.27% Add +1.6% 7,377 $3.5M
Ellerson Group Inc. 2.69% Reduce -4.0% 7,367 $3.5M
Itau Unibanco Holding S.A. 0.14% New 7,358 $3.5M
JMG Financial Group, Ltd. 0.13% Add +1.6% 7,321 $3.5M
Clearwater Capital Advisors, LLC 0.37% Add +0.1% 7,314 $3.5M
Key Client Fiduciary Advisors, LLC 1.77% Add +4.7% 7,304 $3.5M
Ameliora Wealth Management Ltd. 1.59% No change 7,290 $3.5M
BCS Wealth Management 1.70% Reduce -32.1% 7,282 $3.5M
GeoWealth Management, LLC 0.15% Add +2.5% 7,237 $3.5M
MCF Advisors LLC 0.26% Reduce -6.8% 7,233 $3.5M
Macroview Investment Management LLC 3.70% Add +6.0% 7,235 $3.5M
Great Lakes Retirement, Inc. 0.48% Add +4.3% 7,223 $3.5M
Royal Capital Wealth Management, LLC 2.61% Add +5.3% 7,230 $3.5M
GSG Advisors LLC 1.22% Reduce -1.6% 7,156 $3.4M
GGM Financial LLC 3.16% — 7,173 $3.4M
Toth Financial Advisory Corp. 0.44% Reduce -58.4% 7,170 $3.4M
Root Financial Partners, LLC 0.80% Add +49.8% 7,163 $3.4M
Vermillion & White Wealth Management Group, LLC 2.58% Add +1382.0% 7,143 $3.4M
Woodmont Investment Counsel LLC 0.28% Reduce -0.7% 7,121 $3.4M
Sepio Capital, LP 0.31% Reduce -10.9% 7,119 $3.4M
Geneva Partners, LLC 1.40% Add +10.5% 7,109 $3.4M
Essex Bank 0.92% Reduce -4.6% 7,108 $3.4M
Tyche Wealth Partners LLC 0.83% Add +15.1% 7,089 $3.4M
Journey Advisory Group, LLC 0.41% Reduce -1.3% 7,073 $3.4M
Alterna Wealth Management, Inc. 2.94% Reduce -56.5% 7,008 $3.4M
Sequent Planning LLC 1.15% Add +0.3% 6,957 $3.4M
Faithward Advisors, LLC 0.60% Add +298.3% 6,959 $3.3M
Capital Analysts, LLC 0.15% Add +19.1% 6,958 $3.3M
Keeley-Teton Advisors, LLC 0.43% Add +1.3% 6,954 $3.3M
Noked Israel Ltd 0.92% No change 6,940 $3.3M
Game Plan Financial Advisors, LLC 1.83% Add +1.6% 6,935 $3.3M
First National Trust Co 0.14% Add +1.1% 6,919 $3.3M
Levin Capital Strategies, L.P. 0.35% Add +0.0% 6,907 $3.3M
Drexel Morgan & Co. 0.71% No change 6,900 $3.3M
YHB Investment Advisors, Inc. 0.28% Add +2.6% 6,895 $3.3M
PCG Wealth Advisors, LLC 1.44% Reduce -13.1% 6,893 $3.3M
Beaton Management Co. Inc. 1.77% Add +0.1% 6,862 $3.3M
Strait & Sound Wealth Management LLC 1.67% Add +11.2% 6,851 $3.3M
Caas Capital Management LP 6.18% Reduce -77.2% 6,851 $3.3M
Smith Anglin Financial, LLC 0.33% Reduce -8.7% 6,849 $3.3M
Sterling Financial Planning, Inc. 1.33% Add +6.6% 6,843 $3.3M
Blue Bell Private Wealth Management, LLC 0.68% Reduce -1.5% 6,841 $3.3M
Clayton Financial Group LLC 1.42% New 7,376 $3.3M
Guardian Asset Advisors, LLC 2.39% Add +8.6% 6,797 $3.3M
BayBridge Capital Group, LLC 2.54% Add +0.9% 6,789 $3.3M
Sand Hill Global Advisors, LLC 0.15% Add +132.3% 6,779 $3.2M
Hardy Reed LLC 0.33% New 6,775 $3.2M
Greenfield Savings Bank 1.67% Add +2.8% 6,770 $3.2M
SouthState Bank Corp 0.24% Add +1.1% 6,745 $3.2M
First Foundation Advisors 0.12% Add +2.5% 6,742 $3.2M
Prosperity Consulting Group, LLC 0.44% Reduce -3.3% 6,734 $3.2M
Summit X, LLC 0.72% Add +13.3% 6,707 $3.2M
Kaydan Wealth Management, Inc. 1.14% Add +0.2% 6,705 $3.2M
Frisch Financial Group, Inc. 0.97% Reduce -1.5% 6,663 $3.2M
Optimist Retirement Group LLC 1.67% Reduce -1.6% 6,644 $3.2M
NCP Inc. 2.01% Add +3.1% 6,642 $3.2M
Peddock Capital Advisors, LLC 0.82% Reduce -1.2% 6,628 $3.2M
Central Valley Advisors, LLC 1.35% Add +3.3% 3,887 $3.2M
Capital Group Private Client Services, Inc. 0.03% Add +1.1% 6,618 $3.2M
Wbi Investments, LLC 0.77% Add +15.8% 6,595 $3.2M
Gotham Asset Management 0.04% Add +25.1% 6,590 $3.2M
Howard Capital Management Group, LLC 0.23% Add +0.0% 6,570 $3.1M
L.M. Kohn & Company 0.85% Add +82.4% 6,560 $3.1M
WFA Asset Management Corp 1.77% Add +43.3% 6,559 $3.1M
Schear Investment Advisers, LLC 2.27% Add +13.2% 6,557 $3.1M
Napatree Capital LLC 2.55% Add +7.3% 6,555 $3.1M
Fishman Jay A Ltd. 0.33% No change 6,550 $3.1M
Gateway Wealth Partners, LLC 0.95% Add +4.5% 6,538 $3.1M
Codex Capital Asset Management L.L.C. 1.43% — 6,500 $3.1M
Wagner Wealth Management, LLC 0.93% Add +1.1% 6,501 $3.1M
Bright Financial Advisors, Inc. 2.20% Add +3.2% 6,499 $3.1M
Marco Investment Management LLC 0.29% Add +0.9% 6,498 $3.1M
Blackston Financial Advisory Group, LLC 1.74% Reduce -5.6% 6,491 $3.1M
Strategic Family Wealth Counselors, L.L.C. 1.18% Add +0.8% 6,488 $3.1M
City Holding Co. 0.46% Add +22.4% 6,459 $3.1M
Mitchell McLeod Pugh & Williams Inc. 0.70% Add +2.1% 6,439 $3.1M
Lakeshore Financial Planning, Inc. 1.51% Add +7.7% 6,434 $3.1M
Baker Ellis Asset Management LLC 0.46% No change 6,425 $3.1M
Retirement Guys Formula LLC 1.47% Reduce -3.3% 6,420 $3.1M
Signaturefd, LLC 0.06% Reduce -4.7% 6,405 $3.1M
Marmo Financial Group, LLC 1.85% Reduce -19.4% 6,389 $3.1M
Prospect Financial Services LLC 2.35% Add +0.3% 6,385 $3.1M
Trust Co 0.39% Reduce -0.1% 6,386 $3.1M
Sugarloaf Wealth Management, LLC 0.55% Reduce -7.5% 6,383 $3.1M
Menora Mivtachim Holdings LTD. 0.02% Add +55.0% 6,343 $3.0M
NDWM LLC 2.69% Add +0.1% 6,341 $3.0M
Nomura Asset Management Co. Ltd. 0.01% Reduce -61.1% 6,323 $3.0M
Napa Wealth Management 2.04% Reduce -0.4% 6,317 $3.0M
Montag A & Associates Inc. 0.15% Add +13.1% 6,304 $3.0M
Aviance Capital Partners, LLC 0.43% Reduce -1.4% 6,289 $3.0M
Congress Park Capital LLC 1.20% Add +1.3% 6,242 $3.0M
Pacific Wealth Management 1.52% Add +4.4% 6,239 $3.0M
LBMC Investment Advisors, LLC 0.26% Reduce -4.5% 6,233 $3.0M
First Citizens Bank & Trust Co. 0.06% Reduce -1.2% 6,214 $3.0M
Advance Capital Management, Inc. 0.14% Reduce -6.8% 6,214 $3.0M
Higgins & Schmidt Wealth Strategies LLC 2.14% Reduce -2.2% 6,203 $3.0M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.09% Add +19.1% 6,201 $3.0M
Capital Asset Advisory Services LLC 0.16% Add +6.1% 5,963 $3.0M
Brandywine Oak Private Wealth LLC 0.31% Reduce -2.1% 6,191 $3.0M
Prelude Capital Management, LLC 0.25% Add +22.2% 6,191 $3.0M
Paladin Advisory Group, LLC 2.31% Add +2.9% 6,144 $3.0M
Colton Groome Financial Advisors, LLC 1.17% Reduce -19.4% 6,177 $3.0M
Financial Management Network Inc. 0.71% Reduce -0.1% 5,945 $2.9M
Ridgepath Capital Management LLC 2.89% New 6,145 $2.9M
Investmark Advisory Group LLC 1.55% Reduce -2.3% 6,083 $2.9M
Apollon Financial, LLC 0.94% Add +1.6% 6,071 $2.9M
Laird Norton Wetherby Wealth Management, LLC 0.14% Add +8.8% 6,054 $2.9M
Edge Capital Group, LLC 0.14% Add +2.0% 6,030 $2.9M
Sound Income Strategies, LLC 0.20% Add +26.8% 6,022 $2.9M
Silverlake Wealth Management LLC 1.18% Add +393.8% 6,019 $2.9M
Coordinated Financial Services, Inc. 2.50% Reduce -3.2% 6,013 $2.9M
State Farm Mutual Automobile Insurance Co. 0.00% No change 6,000 $2.9M
Lauterbach Financial Advisors, LLC 1.89% Add +0.2% 6,405 $2.9M
Symphony Financial Services, Inc. 2.46% — 5,001 $2.9M
Cora Capital Advisors LLC 1.47% Reduce -2.6% 5,954 $2.9M
Veridan Wealth LLC 1.14% — 5,169 $2.9M
Cascade Financial Partners, LLC 0.37% Add +4.9% 5,929 $2.8M
Truvestments Capital LLC 1.12% Reduce -0.2% 5,875 $2.8M
Keudell/Morrison Wealth Management 0.82% Reduce -0.8% 5,856 $2.8M
WoodTrust Financial Corp 0.44% Add +13.5% 5,852 $2.8M
Samalin Investment Counsel, LLC 1.31% Reduce -4.7% 5,850 $2.8M
Fortitude Advisory Group L.L.C. 1.67% Reduce -0.9% 5,840 $2.8M
N.E.W. Advisory Services LLC 0.30% Add +4.3% 5,822 $2.8M
Midwest Professional Planners, LTD. 0.93% New 5,812 $2.8M
Institutional & Family Asset Management, LLC 0.43% Add +22.4% 5,810 $2.8M
Denver Wealth Management, Inc. 1.39% Reduce -1.0% 5,798 $2.8M
Americana Partners, LLC 0.22% Reduce -10.2% 5,789 $2.8M
BBR Partners, LLC 0.23% No change 5,752 $2.8M
Hilltop National Bank 0.88% No change 5,714 $2.7M
Davis Investment Partners, LLC 1.12% Reduce -27.6% 5,521 $2.7M
Kanawha Capital Management LLC 0.21% Reduce -1.9% 5,673 $2.7M
Lazari Capital Management, Inc. 1.23% Add +299.6% 5,671 $2.7M
Pacific Sun Financial Corp 1.61% Reduce -0.5% 5,671 $2.7M
Raab & Moskowitz Asset Management LLC 0.74% Add +1.9% 5,653 $2.7M
Avidian Wealth Enterprises, LLC 0.13% Add +29.9% 5,648 $2.7M
Guidance Capital, Inc. 0.89% Add +14.6% 5,743 $2.7M
Advisors Management Group Inc. 0.68% Add +7.0% 5,646 $2.7M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.02% No change 5,425 $2.7M
Heritage Investors Management Corp. 0.09% Add +1.5% 5,619 $2.7M
Kraft, Davis & Associates, LLC 0.82% Add +58.6% 5,811 $2.7M
Kingfisher Capital LLC 0.63% Reduce -0.5% 5,617 $2.7M
Private Client Services, LLC 1.68% Add +45.7% 5,588 $2.7M
Revolve Wealth Partners, LLC 0.44% Add +12.1% 5,580 $2.7M
Advisor OS, LLC 0.29% Add +16.9% 5,580 $2.7M
Sanctuary Wealth Management, L.L.C. 2.01% Add +33.6% 5,550 $2.7M
Compass Financial Group, INC 0.58% Reduce -2.8% 5,549 $2.7M
SP Asset Management LLC 0.24% Add +3.0% 5,538 $2.7M
OxenFree Capital LLC 2.32% Add +10.6% 5,535 $2.7M
Oxford Financial Group, LTD. LLC 0.17% Add +15.5% 5,531 $2.7M
Cladis Investment Advisory, LLC 1.92% Add +0.5% 5,531 $2.7M
Fortis Capital Management LLC 0.56% Add +9.7% 5,509 $2.6M
FC Advisory LLC 0.97% Add +0.1% 5,509 $2.6M
NorthStar Asset Management LLC 1.83% Reduce -0.7% 5,500 $2.6M
Journey Strategic Wealth LLC 0.11% Add +12.9% 5,493 $2.6M
Christensen, King & Associates Investment Services, Inc. 1.29% Add +0.3% 5,461 $2.6M
Family Asset Management, LLC 1.68% Reduce -2.1% 5,459 $2.6M
Kelleher Financial Advisors 1.07% No change 5,454 $2.6M
Cherrydale Wealth Management, LLC 1.14% Reduce -5.0% 5,442 $2.6M
Mainsail Financial Group, LLC 1.53% Add +9.2% 5,442 $2.6M
Stephens Consulting, LLC 0.74% Reduce -51.0% 5,414 $2.6M
Innova Wealth Partners 1.86% Add +32.8% 5,413 $2.6M
Unique Wealth Strategies, LLC 1.22% No change 5,841 $2.6M
Tanglewood Legacy Advisors, LLC 1.23% No change 5,412 $2.6M
Source Financial Advisors LLC 0.80% Reduce -1.3% 5,411 $2.6M
Oxbow Advisors, LLC 0.31% No change 5,391 $2.6M
Hibernia Wealth Partners, LLC 0.90% Add +108.5% 5,384 $2.6M
Tidemark, LLC 1.19% Reduce -49.7% 5,379 $2.6M
Nvest Financial, LLC 1.58% Reduce -0.4% 5,376 $2.6M
LWM Advisory Services, LLC 2.16% Add +47.2% 6,555 $2.6M
Diversified, LLC 0.30% Add +28.2% 5,365 $2.6M
Badgley Phelps Wealth Managers, LLC 0.06% Reduce -3.6% 5,353 $2.6M
Kesler, Norman & Wride, LLC 0.55% Reduce -1.0% 5,361 $2.6M
Dopkins Wealth Management, LLC 1.56% Add +0.2% 5,359 $2.6M
Cypress Wealth Services, LLC 0.57% Reduce -8.2% 5,354 $2.6M
Advanced Asset Management Advisors Inc 0.68% Add +4.1% 5,351 $2.6M
Affinity Capital Advisors, LLC 0.54% Add +0.1% 5,340 $2.6M
Bluespring Wealth Management, LLC 0.27% Add +2.3% 5,309 $2.5M
Sapient Capital LLC 0.05% Add +7.7% 5,301 $2.5M
Fort Sheridan Advisors LLC 0.41% Add +53.7% 5,309 $2.5M
KKM Financial LLC 1.21% No change 5,328 $2.5M
Verdence Capital Advisors LLC 0.23% Reduce -1.9% 5,300 $2.5M
Alaska Permanent Fund Corp 0.04% No change 5,382 $2.5M
Morton Capital Management LLC 0.60% New 5,290 $2.5M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -3.5% 5,289 $2.5M
Fiduciary Trust Co 0.04% No change 5,278 $2.5M
QRG Capital Management, Inc. 0.03% Add +11.9% 5,275 $2.5M
Kensington Investment Counsel, LLC 1.11% No change 5,256 $2.5M
Meridian Investment Counsel Inc. 0.80% Add +317.5% 5,252 $2.5M
Seamount Financial Group Inc. 2.05% Add +5.5% 5,249 $2.5M
TNF LLC 0.92% Reduce -0.5% 5,414 $2.5M
Lake Hills Wealth Management, LLC 1.80% No change 5,231 $2.5M
Titleist Asset Management, LLC 0.38% New 5,222 $2.5M
Carl P. Sherr & Co., LLC 1.39% Reduce -13.1% 5,198 $2.5M
Mayflower Financial Advisors, LLC 0.41% Add +0.1% 5,191 $2.5M
Black Diamond Financial, LLC 0.48% Add +8.0% 5,184 $2.5M
Rothschild Wealth LLC 0.81% Add +16.7% 5,175 $2.5M
Smith Thornton Advisors LLC 1.82% — 5,155 $2.5M
EPIQ Capital Group, LLC 0.87% Add +1.1% 5,139 $2.5M
Capital Planning Advisors, LLC 0.42% No change 5,144 $2.5M
Argent Trust Co 0.11% Reduce -1.8% 5,142 $2.5M
Cutter & CO Brokerage, Inc. 0.60% Reduce -1.3% 5,127 $2.5M
Tritonpoint Wealth, LLC 0.24% Add +1.9% 5,112 $2.5M
Benedict Financial Advisors Inc. 0.62% Add +0.5% 5,119 $2.5M
Koss-Olinger Consulting, LLC 0.23% New 5,108 $2.4M
Mattern Capital Management, LLC 0.34% No change 5,103 $2.4M
Cadinha & Co. LLC 0.45% Add +112.5% 5,081 $2.4M
Global Wealth Strategies & Associates 0.87% Reduce -5.3% 5,068 $2.4M
Zhang Financial LLC 0.17% Add +9.2% 5,063 $2.4M
Total Clarity Wealth Management, Inc. 0.84% Reduce -4.1% 5,062 $2.4M
American National Bank & Trust 0.30% Reduce -2.3% 5,060 $2.4M
Delta Investment Management, LLC 0.53% Add +1.5% 5,037 $2.4M
Salem Investment Counselors Inc. 0.08% Reduce -13.7% 5,021 $2.4M
Investment Advisory Group, LLC 0.93% Add +5.2% 5,026 $2.4M
Manhattan West Asset Management, LLC 0.65% Add +9.1% 5,017 $2.4M
Becker Capital Management Inc. 0.08% Reduce -26.1% 4,996 $2.4M
Aristides Capital LLC 1.00% No change 5,000 $2.4M
Fidelis Capital Partners, LLC 0.34% Reduce -4.0% 5,508 $2.4M
Fayez Sarofim & Co 0.01% Add +9.3% 4,984 $2.4M
NWK Group, Inc. 1.00% Reduce -0.8% 4,980 $2.4M
Relyea Zuckerberg Hanson LLC 0.40% Reduce -34.6% 4,971 $2.4M
Waters Parkerson & Co., LLC 0.13% Reduce -2.9% 4,952 $2.4M
Lokken Investment Group LLC 1.11% Add +2.6% 4,943 $2.4M
LFA - Lugano Financial Advisors SA 1.80% Add +0.2% 4,941 $2.4M
Florida Trust Wealth Management Co 0.08% Add +15.4% 4,930 $2.4M
Tyler-Stone Wealth Management 0.97% Add +3.2% 4,912 $2.4M
Family Manage LLC 0.41% Add +2.9% 4,867 $2.3M
Asset Dedication, LLC 0.16% New 4,854 $2.3M
Naples Money Management LLC 1.96% Add +154.1% 4,780 $2.3M
Hayek Kallen Investment Management 0.86% Add +1.5% 4,803 $2.3M
Saxon Interests, Inc. 1.09% Reduce -0.8% 4,801 $2.3M
Sage Investment Advisers LLC 2.59% Add +2.5% 4,774 $2.3M
TFB Advisors LLC 0.74% Add +2.3% 4,763 $2.3M
Insight Wealth Strategies, LLC 0.32% Reduce -2.9% 4,759 $2.3M
Independent Wealth Network Inc. 1.06% Add +3.0% 4,758 $2.3M
Walker Financial Services, Inc. 1.77% Add +2.4% 4,735 $2.3M
Glassman Wealth Services 0.42% Reduce -14.5% 4,728 $2.3M
Physician Wealth Advisors, Inc. 0.42% Add +0.0% 4,562 $2.3M
McAdam, LLC 0.14% Add +16.6% 4,718 $2.3M
1ST Source Bank 0.13% Add +0.5% 4,700 $2.3M
Sonora Investment Management Group, LLC 0.18% No change 5,068 $2.3M
Wellspring Financial Advisors, LLC 0.25% Add +0.0% 1,436,288 $2.2M
Private Wealth Group, LLC 1.18% Reduce -11.9% 4,693 $2.2M
Home Federal Bank of Tennessee 0.68% Add +2.8% 4,690 $2.2M
Westwood Wealth Management 0.89% Add +13.0% 4,685 $2.2M
Massachusetts Wealth Management 1.50% Add +8.2% 4,667 $2.2M
Clark Asset Management, LLC 0.62% Add +32.4% 4,654 $2.2M
Belmont Capital, LLC 0.41% No change 4,634 $2.2M
Marshall Wace, LLP 0.00% Reduce -92.2% 4,633 $2.2M
Harbour Trust & Investment Management Co 0.26% Reduce -1.7% 4,622 $2.2M
Diversify Wealth Management, LLC 0.28% — 5,083 $2.2M
Investors Asset Management of Georgia Inc. /Ga/ 1.08% Reduce -0.5% 4,606 $2.2M
Chapin Davis, Inc. 0.75% Reduce -2.9% 4,599 $2.2M
One Day In July LLC 0.27% Add +2.2% 4,598 $2.2M
Burney Co./ 0.08% Add +18.8% 4,595 $2.2M
MSH Capital Advisors LLC 0.74% Add +2.3% 4,594 $2.2M
REDW Wealth LLC 0.58% Add +1.7% 4,593 $2.2M
Personal Cfo Solutions, LLC 0.34% Add +4.8% 4,591 $2.2M
United Advisor Group, LLC 0.68% Add +23.8% 4,586 $2.2M
Adamsbrown Wealth Consultants LLC 0.85% Add +1.2% 4,550 $2.2M
Clarius Group, LLC 0.15% No change 4,545 $2.2M
Edge Financial Advisors LLC 2.25% Reduce -1.5% 4,527 $2.2M
Zions Bancorporation, N.A. 0.17% Reduce -61.5% 4,513 $2.2M
Smart Portfolios, LLC 2.18% Reduce -10.8% 4,510 $2.2M
Lyell Wealth Management, LP 0.21% Add +13.6% 4,495 $2.2M
Jasper Ridge Partners, L.P. 0.07% Add +2.8% 4,492 $2.2M
Fairview Capital Investment Management, LLC 0.12% Add +16.4% 4,458 $2.1M
Glenview Trust Co 0.04% Reduce -1.9% 4,456 $2.1M
HF Advisory Group, LLC 1.10% Add +6.7% 4,453 $2.1M
TCI Wealth Advisors, Inc. 0.20% Add +21.8% 4,445 $2.1M
Capital Market Strategies LLC 1.35% Add +1.4% 4,443 $2.1M
Semus Wealth Partners LLC 1.64% Add +13.1% 4,440 $2.1M
Northern Financial Advisors Inc 1.70% Add +1.0% 4,416 $2.1M
Calamos Wealth Management LLC 0.11% Reduce -0.9% 4,410 $2.1M
Fairscale Capital, LLC 1.87% — 4,250 $2.1M
Bank of Marin 1.82% Reduce -2.4% 4,402 $2.1M
Victory Financial Group, LLC 0.99% Add +10.1% 4,402 $2.1M
Financial Planning & Information Services, Inc. 0.32% Reduce -42.5% 4,398 $2.1M
Valley Financial Group, Inc. 1.54% Reduce -2.0% 4,386 $2.1M
Pathway Financial Advisors LLC 0.57% Reduce -0.5% 4,385 $2.1M
Harbor Investment Advisory, LLC 0.22% Reduce -4.0% 4,385 $2.1M
Moss Adams Wealth Advisors LLC 0.29% Add +2.2% 4,374 $2.1M
Hummer Financial Advisory Services Inc 1.81% No change 4,366 $2.1M
Adero Partners, LLC 0.15% Add +25.6% 4,369 $2.1M
Simon Quick Advisors, LLC 0.15% Add +0.1% 4,365 $2.1M
Ignite Planners, LLC 0.51% Add +19.5% 4,206 $2.1M
Capital Planning LLC 0.63% Reduce -24.3% 4,348 $2.1M
Mascoma Wealth Management LLC 0.55% Reduce -1.0% 4,348 $2.1M
Clarity Capital Partners LLC 1.27% Reduce -7.3% 4,340 $2.1M
Beaumont Financial Advisors, LLC 0.17% Add +6.9% 4,336 $2.1M
TrinityPoint Wealth, LLC 0.32% Add +31.9% 4,334 $2.1M
Vertex Planning Partners, LLC 0.54% Add +0.4% 4,314 $2.1M
Uptick Partners, LLC 1.59% No change 4,646 $2.1M
Greenwood Capital Associates LLC 0.27% Add +190.1% 4,302 $2.1M
Arvest Investments, Inc. 0.33% Reduce -0.6% 4,298 $2.1M
NorthCrest Asset Manangement, LLC 0.07% Add +0.7% 4,298 $2.1M
Front Row Advisors LLC 0.72% Add +7.0% 4,289 $2.1M
Kaizen Financial Strategies 1.28% Reduce -1.0% 4,483 $2.1M
Gentry Private Wealth, LLC 1.80% — 4,276 $2.0M
Fort Point Capital Partners LLC 0.26% Reduce -3.0% 4,267 $2.0M
Cardinal Point Capital Management ULC 0.36% Add +1.9% 4,257 $2.0M
CVA Family Office, LLC 0.37% Reduce -10.5% 4,260 $2.0M
Worth Asset Management, LLC 1.21% Reduce -83.6% 4,253 $2.0M
Goelzer Investment Management, Inc. 0.11% No change 4,247 $2.0M
Cypress Asset Management Inc. 0.52% Add +0.7% 3,729 $2.0M
Symphony Financial, Ltd. Co. 0.37% Add +2.1% 4,200 $2.0M
Mathes Company, Inc. 0.74% No change 4,210 $2.0M
Aldebaran Financial Inc. 2.64% Add +20.3% 4,211 $2.0M
MIdWestOne Financial Group, Inc. 0.36% Reduce -42.2% 4,205 $2.0M
PICTET BANK & TRUST Ltd 2.05% No change 4,200 $2.0M
Valtinson Bruner Financial Planning LLC 0.79% Add +0.6% 4,179 $2.0M
Tower Wealth Partners, Inc. 1.23% Add +8.8% 4,167 $2.0M
Forum Financial Management, LP 0.04% Add +14.1% 4,161 $2.0M
United Asset Strategies, Inc. 0.20% Add +5.7% 4,158 $2.0M
Bartlett & Co. Wealth Management LLC 0.03% Add +1.9% 4,148 $2.0M
American Money Management, LLC 0.42% Add +0.0% 4,132 $2.0M
Perennial Advisors, LLC 0.44% Reduce -0.4% 4,129 $2.0M
Gold Investment Management Ltd. 0.83% Reduce -0.0% 4,120 $2.0M
Secure Asset Management, LLC 0.37% Add +44.7% 4,109 $2.0M
J. L. Bainbridge & Co., Inc. 0.20% No change 4,108 $2.0M
Aire Advisors, LLC 0.45% Add +6.2% 4,091 $2.0M
Rakuten Securities, Inc. 0.84% Add +8.4% 4,082 $2.0M
Pasadena Private Wealth, LLC 0.45% Add +1.2% 4,080 $2.0M
Kiely Wealth Advisory Group, Inc. 1.07% Add +5.7% 4,365 $1.9M
CenterStar Asset Management, LLC 2.92% Reduce -17.6% 4,055 $1.9M
Freedom Investment Management, Inc. 0.16% Add +96.6% 4,051 $1.9M
Asset Allocation & Management Company, LLC 1.28% No change 4,048 $1.9M
PBMares Wealth Management LLC 0.47% Reduce -0.9% 4,035 $1.9M
Van Hulzen Asset Management, LLC 0.13% Reduce -6.2% 4,026 $1.9M
Dash Acquisitions Inc. 0.53% Add +7.5% 3,991 $1.9M
Resonant Capital Advisors, LLC 0.16% No change 4,000 $1.9M
JFG Wealth Management, LLC 0.55% Add +0.1% 4,006 $1.9M
Broadleaf Partners, LLC 0.46% New 3,970 $1.9M
Quantum Private Wealth, LLC 0.67% Add +4.8% 3,965 $1.9M
Cornerstone Wealth Group, LLC 0.17% Add +14.5% 3,964 $1.9M
T. Rowe Price Associates Inc. 0.00% Add +6.9% 3,957 $1.9M
Camelot Technology Advisors, Inc. 1.76% Add +33.4% 3,949 $1.9M
Premier Path Wealth Partners, LLC 0.32% New 3,946 $1.9M
Tocqueville Asset Management L.P. 0.03% Reduce -1.1% 3,926 $1.9M
WT Wealth Management 0.64% Add +3.5% 3,910 $1.9M
Birchcreek Wealth Management, LLC 1.05% Reduce -8.3% 3,904 $1.9M
Ridgecrest Wealth Partners, LLC 1.12% No change 3,890 $1.9M
Patten & Patten Inc. 0.13% Reduce -19.7% 3,885 $1.9M
Websterrogers Financial Advisors, LLC 0.66% No change 3,876 $1.9M
McDonald Partners LLC 0.50% Add +4.5% 3,874 $1.9M
Pursue Wealth Partners LLC 1.01% Add +9.7% 3,864 $1.9M
F&V Capital Management, LLC 0.54% Add +17.3% 3,838 $1.8M
Zega Financial, LLC 0.66% Reduce -17.7% 3,810 $1.8M
FSA Advisors, Inc. 1.90% Add +2.9% 3,809 $1.8M
Ridgewood Investments LLC 0.91% Reduce -3.1% 3,800 $1.8M
Patrick M Sweeney & Associates, Inc. 1.47% Add +1.7% 3,813 $1.8M
waypoint wealth counsel 1.39% Add +12.2% 3,792 $1.8M
Summit Asset Management, LLC 0.21% Reduce -0.2% 3,789 $1.8M
Collaborative Wealth Managment Inc. 0.89% Add +0.0% 3,786 $1.8M
Pinnacle Bancorp, Inc. 0.54% No change 3,785 $1.8M
Country Club Bank 0.13% Reduce -0.1% 3,756 $1.8M
WMG Financial Advisors, LLC 0.95% Add +3.8% 3,765 $1.8M
Accredited Investors Inc. 0.11% Add +0.5% 3,759 $1.8M
Rinkey Investments 0.65% No change 3,755 $1.8M
MAS Advisors LLC 4.29% No change 3,753 $1.8M
Callan Family Office, LLC 0.34% Reduce -0.2% 3,749 $1.8M
Violich Capital Management, Inc. 0.24% Add +21.9% 3,749 $1.8M
Redwood Financial Network Corp 1.51% Reduce -0.5% 3,742 $1.8M
Millennium Capital Advisors, LLC 1.19% No change 3,726 $1.8M
Mosaic Financial Group, LLC 1.28% Add +11.6% 3,722 $1.8M
Private Ocean, LLC 0.16% Add +99.9% 3,716 $1.8M
First Hawaiian Bank 0.06% Reduce -19.9% 3,706 $1.8M
Cambridge Financial Group, LLC 0.81% No change 3,693 $1.8M
Oder Investment Management, LLC 1.60% Add +1.0% 3,686 $1.8M
Davis R M Inc. 0.04% Reduce -2.4% 3,671 $1.8M
Selective Wealth Management, Inc. 0.77% Reduce -0.9% 3,532 $1.8M
FSM Wealth Advisors, LLC 0.59% Add +0.0% 3,662 $1.8M
Waldron Private Wealth LLC 0.08% Reduce -2.6% 3,660 $1.8M
Wellington Shields & Co., LLC 0.57% Add +9.8% 3,634 $1.7M
Hutchens & Kramer Investment Management Group, LLC 0.96% Reduce -0.6% 3,592 $1.7M
OneAscent Financial Services LLC 0.24% Add +19.9% 3,613 $1.7M
Allen Mooney & Barnes Investment Advisors LLC 0.31% Add +18.9% 3,589 $1.7M
Annex Advisory Services, LLC 0.06% Add +8.5% 3,585 $1.7M
UMB Bank, n.a. 0.03% Reduce -54.1% 3,583 $1.7M
Procyon Advisors, LLC 0.13% Reduce -0.4% 3,566 $1.7M
Wealth Management Associates, Inc. 0.80% No change 3,562 $1.7M
Kapstone Financial Advisors LLC 1.12% Add +3.3% 3,557 $1.7M
Slagle Financial, LLC 0.87% Add +2.1% 3,548 $1.7M
Dana Investment Advisors, Inc. 0.06% Reduce -0.8% 3,535 $1.7M
Mach-1 Financial Group, LLC 1.19% Reduce -65.5% 3,532 $1.7M
BNC Wealth Management, LLC 0.63% Add +2.4% 3,523 $1.7M
Beacon Bridge Wealth Partners, LLC 0.77% Add +40.0% 3,520 $1.7M
49 Wealth Management, LLC 0.33% Add +0.2% 3,497 $1.7M
Sfm, LLC 1.27% Add +0.5% 3,512 $1.7M
WMS Partners, LLC 0.11% Add +0.1% 3,509 $1.7M
Callan Capital, LLC 0.14% Add +11.6% 3,508 $1.7M
Diversified Portfolios, Inc. 0.22% Reduce -0.6% 3,506 $1.7M
Cherry Creek Investment Advisors, Inc. 0.88% Reduce -13.9% 3,503 $1.7M
Apella Capital, LLC 0.07% Reduce -0.3% 3,371 $1.7M
Dearborn Partners LLC 0.07% Reduce -6.6% 3,500 $1.7M
Gruss & Co., LLC 9.10% Reduce -58.8% 3,500 $1.7M
Catalyst Capital Advisors LLC 0.04% Reduce -30.6% 3,490 $1.7M
Copperleaf Capital, LLC 1.33% Reduce -8.2% 3,478 $1.7M
Cantor Fitzgerald, L. P. 0.34% Reduce -46.5% 3,477 $1.7M
Chilton Capital Management LLC 0.07% Add +2.7% 3,476 $1.7M
West Coast Financial LLC 0.20% No change 3,474 $1.7M
Weaver Consulting Group 0.58% Add +9.2% 3,457 $1.7M
Northeast Investment Management 0.08% Add +8.1% 3,456 $1.7M
Denver PWM, LLC 0.66% Add +9.6% 3,453 $1.7M
Thurston, Springer, Miller, Herd & Titak, Inc. 0.52% New 3,450 $1.7M
Howland Capital Management LLC 0.08% Add +101.5% 3,444 $1.7M
Atlas Brown,Inc. 0.59% Reduce -1.5% 3,448 $1.7M
Professional Financial Advisors, LLC 0.45% Add +10.6% 3,435 $1.6M
Balefire, LLC 0.58% Reduce -10.8% 3,430 $1.6M
Indiana Trust & Investment Management Co 0.60% Add +220.4% 3,428 $1.6M
Fort Pitt Capital Group, LLC 0.05% Add +1.3% 3,421 $1.6M
Orange Investment Advisors, Inc. 0.21% Add +3.1% 4,046 $1.6M
Ballew Advisors, Inc 1.08% Reduce -0.3% 3,285 $1.6M
Spotlight Asset Group, Inc. 1.14% No change 3,402 $1.6M
MKT Advisors LLC 0.81% Reduce -0.1% 3,273 $1.6M
Smartleaf Asset Management LLC 0.27% Reduce -22.3% 3,376 $1.6M
Platform Technology Partners 0.56% — 3,387 $1.6M
Tompkins Financial Corp. 0.17% Add +58.9% 3,360 $1.6M
Signal Advisors Wealth, LLC 3.51% Reduce -89.6% 3,346 $1.6M
HM Payson & Co. 0.03% Add +3.0% 3,346 $1.6M
Meridian Management Co. 0.44% Add +1.4% 3,340 $1.6M
Red Door Wealth Management, LLC 0.28% Reduce -3.1% 3,338 $1.6M
Eagle Strategies LLC 0.30% Reduce -92.7% 3,327 $1.6M
Colorado Capital Management, Inc. 0.88% No change 3,571 $1.6M
Cape Investment Advisory, Inc. 0.71% Add +2.1% 3,306 $1.6M
KG Capital Management 0.55% Add +14.3% 3,306 $1.6M
HHM Wealth Advisors, LLC 0.24% Add +6.2% 3,303 $1.6M
Family Investment Center, Inc. 0.47% Reduce -4.1% 3,292 $1.6M
Sierra Capital LLC 0.21% Reduce -3.1% 3,289 $1.6M
Optivise Advisory Services LLC 0.85% — 3,283 $1.6M
Cedar Wealth Management, LLC 0.51% Add +0.8% 3,281 $1.6M
Carolinas Wealth Consulting LLC 0.30% Add +3.8% 3,281 $1.6M
Dock Street Asset Management Inc. 0.22% Reduce -4.2% 3,280 $1.6M
Performance Wealth Partners, LLC 0.06% Reduce -0.0% 3,271 $1.6M
AlphaCentric Advisors LLC 1.15% Add +188.7% 3,257 $1.6M
Parsons Capital Management Inc. 0.11% No change 3,252 $1.6M
First Commonwealth Financial Corp 0.40% Reduce -2.1% 3,251 $1.6M
GHP Investment Advisors, Inc. 0.08% Add +3.6% 3,232 $1.5M
First Washington CORP 0.57% No change 3,231 $1.5M
Laidlaw Wealth Management LLC 0.85% Reduce -24.4% 3,229 $1.5M
Global Financial Private Client, LLC 0.65% Reduce -0.4% 3,224 $1.5M
Wolff Financial Management LLC 1.14% Add +0.7% 3,214 $1.5M
WorthPointe, LLC 0.70% Add +20.7% 3,211 $1.5M
Milestone Asset Management, LLC 0.39% Reduce -4.2% 3,210 $1.5M
Oribel Capital Management, LP 0.21% Reduce -28.9% 3,200 $1.5M
Two Sigma Securities, LLC 0.07% New 3,200 $1.5M
Morton Brown Family Wealth, LLC 0.60% Reduce -0.3% 3,197 $1.5M
Investment Partners Asset Management, Inc. 1.36% Add +0.1% 3,196 $1.5M
Guyasuta Investment Advisors Inc. 0.11% No change 3,700 $1.5M
Gryphon Financial Partners LLC 0.23% Add +33.7% 3,160 $1.5M
Naples Global Advisors, LLC 0.15% Add +3.0% 3,153 $1.5M
First American Trust, FSB 0.15% No change 3,153 $1.5M
Vigilare Wealth Management 0.67% Add +0.9% 3,150 $1.5M
DHK Financial Advisors, Inc. 1.05% No change 3,150 $1.5M
Rothschild Investment LLC 0.11% Add +9.4% 3,149 $1.5M
Colonial River Investments, LLC 0.81% Reduce -4.0% 3,138 $1.5M
Acas, LLC 1.31% Add +5.1% 3,186 $1.5M
LaSalle St. Investment Advisors, LLC 0.75% Add +15.5% 3,130 $1.5M
Dorsey & Whitney Trust CO LLC 0.10% Reduce -33.1% 3,130 $1.5M
Systematic Alpha Investments, LLC 0.06% No change 3,130 $1.5M
Old National Bancorp 0.04% Add +27.8% 3,130 $1.5M
Atmos Capital Gestao DE Recursos Ltda. 0.21% No change 3,127 $1.5M
German American Bancorp, Inc. 0.17% Add +7.6% 3,104 $1.5M
StoneCrest Wealth Management, Inc. 1.13% Reduce -17.4% 3,093 $1.5M
American Trust 0.12% Reduce -86.4% 3,087 $1.5M
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +35.1% 3,081 $1.5M
Mezzasalma Advisors, LLC 0.63% Reduce -39.6% 3,079 $1.5M
Iowa State Bank 0.33% Add +0.8% 3,071 $1.5M
AllSquare Wealth Management LLC 0.88% Add +0.3% 3,063 $1.5M
Sage Advisors, LLC 1.19% Add +7.0% 3,061 $1.5M
RPG Investment Advisory, LLC 0.22% Reduce -0.7% 3,057 $1.5M
BSW Wealth Partners 0.24% Add +3.5% 3,054 $1.5M
Park National Corp. 0.05% Reduce -0.2% 3,053 $1.5M
Allie Family Office LLC 0.88% Add +10.2% 3,047 $1.5M
Vernal Point Advisors, LLC 1.04% No change 3,035 $1.5M
Manchester Capital Management LLC 0.18% Add +8.1% 3,039 $1.5M
Nicolet Bankshares Inc. 0.31% Add +1.3% 3,039 $1.5M
Carmichael Hill & Associates, Inc. 0.59% Reduce -12.5% 3,032 $1.5M
Stiles Financial Services Inc 0.56% Reduce -1.2% 3,024 $1.4M
Financial Perspectives, Inc 0.53% Reduce -38.7% 3,023 $1.4M
Tranquility Partners, LLC 0.56% Reduce -16.6% 3,019 $1.4M
Veery Capital, LLC 0.58% Add +0.1% 3,005 $1.4M
Ipswich Investment Management Co., Inc. 0.34% Reduce -0.3% 3,003 $1.4M
CX Institutional 0.07% Add +8.7% 3,003 $1.4M
Curated Wealth Partners LLC 0.20% — 3,002 $1.4M
Black Swift Group, LLC 0.33% New 3,000 $1.4M
Balentine LLC 0.07% Add +4.3% 2,994 $1.4M
Wade Financial Advisory, Inc 0.51% No change 2,984 $1.4M
Shoker Investment Counsel, Inc. 0.50% Reduce -0.2% 2,980 $1.4M
Founders Financial Alliance, LLC 0.42% Add +3.1% 2,980 $1.4M
Fulton Bank, N.A. 0.06% Add +50.1% 2,978 $1.4M
NCM Capital Management, LLC 0.75% No change 2,977 $1.4M
Sage Capital Advisors,llc 0.41% Reduce -0.3% 2,973 $1.4M
Blue Fin Capital, Inc. 0.28% Reduce -0.6% 2,970 $1.4M
Stewardship Advisors, LLC 0.47% Reduce -36.9% 2,949 $1.4M
Ingalls & Snyder LLC 0.06% Add +10.5% 2,942 $1.4M
Patriot Financial Group Insurance Agency, LLC 0.21% Add +27.6% 2,943 $1.4M
Wealthspan Partners, LLC 0.78% Add +1.7% 2,941 $1.4M
Fifth Third Wealth Advisors LLC 0.11% Add +10.9% 2,933 $1.4M
Chemistry Wealth Management LLC 0.36% Add +5.7% 2,932 $1.4M
Members Wealth LLC 0.94% — 2,539 $1.4M
Meeder Advisory Services, Inc. 0.10% New 2,912 $1.4M
Greystone Financial Group, LLC 0.27% Add +26.4% 2,897 $1.4M
Tortoise Investment Management, LLC 0.16% Add +4.0% 2,883 $1.4M
Catalina Capital Group, LLC 0.52% Add +9.3% 2,871 $1.4M
Nicholas Wealth, LLC. 0.98% Add +45.3% 2,868 $1.4M
Austin Private Wealth, LLC 0.15% Reduce -8.1% 2,854 $1.4M
ETF Store, Inc. 1.41% Reduce -2.5% 2,848 $1.4M
Pictet North America Advisors SA 0.15% No change 2,846 $1.4M
Evernest Financial Advisors, LLC 0.61% No change 2,840 $1.4M
Wimmer Associates 1, LLC 0.70% No change 2,835 $1.4M
Private Capital Advisors, Inc. 0.15% Add +4.8% 2,822 $1.4M
Plante Moran Financial Advisors, LLC 0.13% Add +27.5% 2,813 $1.3M
Inscription Capital, LLC 0.22% Reduce -46.2% 2,812 $1.3M
Abound Wealth Management 0.50% Reduce -13.9% 2,808 $1.3M
Willner & Heller, LLC 1.29% Reduce -2.9% 2,805 $1.3M
Cannell & Spears LLC 0.03% No change 2,803 $1.3M
Breed's Hill Capital LLC 1.18% No change 2,785 $1.3M
Van Cleef Asset Management,Inc 0.17% Reduce -1.6% 2,784 $1.3M
Ironwood Investment Counsel, LLC 0.24% Add +4.6% 2,783 $1.3M
Long Run Wealth Advisors, LLC 0.34% No change 2,781 $1.3M
MinichMacGregor Wealth Management, LLC 0.33% Reduce -1.3% 2,778 $1.3M
FAS Wealth Partners, Inc. 0.11% Add +2.7% 2,775 $1.3M
Lewis Asset Management, LLC 1.02% Add +19.0% 2,773 $1.3M
Affiance Financial, LLC 0.35% Add +1.8% 2,772 $1.3M
ArchPoint Investors 0.49% Add +27.8% 2,739 $1.3M
Whitaker-Myers Wealth Managers, LTD. 0.48% Reduce -16.2% 2,738 $1.3M
180 Wealth Advisors, LLC 0.21% Add +14.8% 2,660 $1.3M
Taylor Financial Group, Inc. 1.01% No change 2,730 $1.3M
Baron Wealth Management LLC 0.68% Add +0.1% 2,723 $1.3M
Walkner Condon Financial Advisors LLC 0.28% Add +11.5% 2,723 $1.3M
Regent Peak Wealth Advisors LLC 0.30% Reduce -3.7% 2,721 $1.3M
Wooster Corthell Wealth Management, Inc. 0.29% No change 2,720 $1.3M
First Citizens Financial Corp 0.77% No change 2,713 $1.3M
Klingman & Associates, LLC 0.09% Add +0.7% 2,711 $1.3M
Chicago Capital, LLC 0.04% Reduce -10.6% 2,695 $1.3M
Consolidated Capital Management, LLC 0.61% Reduce -1.8% 2,683 $1.3M
Castleview Partners, LLC 0.73% Add +12.3% 2,681 $1.3M
Sentinel Pension Advisors, LLC 0.27% New 2,678 $1.3M
Presidio Capital Management, LLC 0.90% Reduce -2.1% 2,674 $1.3M
First PREMIER Bank 0.34% Reduce -6.4% 2,674 $1.3M
Armbruster Capital Management, Inc. 0.27% Add +2.5% 2,666 $1.3M
Liberty One Investment Management, LLC 0.14% Add +73.7% 2,657 $1.3M
Silvia McColl Wealth Management, LLC 1.05% No change 2,656 $1.3M
Redwood Investment Management, LLC 0.11% Add +364.6% 2,639 $1.3M
First Financial Corp. 0.64% Reduce -0.2% 2,639 $1.3M
MPS Loria Financial Planners, LLC 0.41% Reduce -0.1% 2,634 $1.3M
Osborne Partners Capital Management, LLC 0.08% Reduce -2.5% 2,630 $1.3M
Savior LLC 6.55% Reduce -44.9% 2,627 $1.3M
Solstein Capital, LLC 0.82% Reduce -0.2% 2,621 $1.3M
AA Financial Advisors, LLC 0.44% Add +13.0% 2,615 $1.3M
Disciplined Investments, LLC 0.67% Add +0.5% 2,611 $1.3M
Liberty Wealth Management LLC 0.23% Add +12684.3% 324,978 $1.2M
Appleton Partners Inc. 0.10% Reduce -1.6% 2,594 $1.2M
Safeguard Financial, LLC 0.35% Reduce -1.8% 2,593 $1.2M
Cambridge Advisors Inc. 0.29% Reduce -3.7% 2,590 $1.2M
Passive Capital Management, LLC. 0.46% Reduce -3.0% 2,588 $1.2M
Seeds Investor LLC 0.64% New 2,587 $1.2M
North Point Portfolio Managers Corp. 0.22% No change 2,586 $1.2M
Nilsine Partners, LLC 0.17% Add +0.0% 2,580 $1.2M
WESPAC Advisors, LLC 0.97% Reduce -33.6% 2,579 $1.2M
Fairman Group, LLC 1.25% No change 2,572 $1.2M
Sheridan Capital Management, LLC 0.92% Reduce -1.5% 2,556 $1.2M
Quantum Portfolio Management LLC 0.71% Reduce -3.7% 2,569 $1.2M
Well Done, LLC 0.26% Reduce -0.9% 2,562 $1.2M
Wealth Architects, LLC 0.15% Reduce -7.5% 2,560 $1.2M
Great Lakes Advisors, LLC 0.01% Reduce -6.1% 2,554 $1.2M
Intrepid Capital Management Inc. 0.78% Add +13.0% 2,554 $1.2M
Leading Edge Financial Planning LLC 0.49% Add +1.6% 2,542 $1.2M
Curi Capital, LLC 0.03% Add +0.0% 2,541 $1.2M
Bradley & Co. Private Wealth Management, LLC 0.90% No change 2,532 $1.2M
O'Dell Group, LLC 0.30% No change 2,728 $1.2M
Community Bank, N.A. 0.16% No change 2,526 $1.2M
Wealth Effects LLC 0.44% Reduce -31.8% 2,510 $1.2M
Salomon & Ludwin, LLC 0.13% Reduce -20.6% 2,509 $1.2M
Formidable Asset Management, LLC 0.19% Add +7.3% 2,505 $1.2M
Consolidated Portfolio Review Corp 0.28% Add +106.2% 2,505 $1.2M
Element Wealth, LLC 0.67% Reduce -0.2% 2,500 $1.2M
Point72 Asset Management 0.00% Add +150.0% 2,500 $1.2M
Bienville Capital Management, LLC 0.29% Reduce -21.8% 2,493 $1.2M
Gradient Investments LLC 0.03% Reduce -22.7% 2,492 $1.2M
Ullmann Wealth Partners Group, LLC 0.17% Reduce -0.0% 2,488 $1.2M
Guggenheim Capital LLC 0.01% Reduce -94.6% 2,487 $1.2M
Beacon Bank & Trust 0.30% No change 2,483 $1.2M
Scarborough Advisors, LLC 0.49% Add +14.0% 2,483 $1.2M
Global Strategic Investment Solutions, LLC 0.14% Add +0.1% 2,482 $1.2M
Integrity Wealth Solutions LLC 0.77% Add +1.9% 2,468 $1.2M
Kades & Cheifetz LLC 0.74% Reduce -0.0% 2,470 $1.2M
Madden Advisory Services, Inc. 0.60% Reduce -4.8% 2,466 $1.2M
Financial Partners Group, LLC 0.46% No change 2,465 $1.2M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +29.3% 2,452 $1.2M
HRC Wealth Management, LLC 0.81% Add +11.1% 2,464 $1.2M
Patron Partners, LLC 0.69% Add +18.4% 2,460 $1.2M
Sagace Wealth Management LLC 1.16% — 2,443 $1.2M
1832 Asset Management L.P. 0.00% Add +1.0% 2,448 $1.2M
Independent Family Office, LLC 0.67% Reduce -5.9% 2,435 $1.2M
Powers Advisory Group, LLC 0.64% No change 2,444 $1.2M
JDM Financial Group LLC 0.79% Add +11.3% 2,438 $1.2M
James Investment Research, Inc. 0.14% Reduce -6.8% 2,436 $1.2M
Romano Brothers and Company 0.16% No change 2,436 $1.2M
Wealthquest Corp 0.12% Reduce -14.2% 2,432 $1.2M
Coastwise Capital Group, LLC 1.13% Reduce -2.7% 2,431 $1.2M
Hantz Financial Services, Inc. 0.02% Reduce -4.4% 2,427 $1.2M
Peoples Bank 0.60% Add +3.6% 2,426 $1.2M
Means Investment Co., Inc. 0.14% Add +12.2% 2,422 $1.2M
Seelaus Asset Management LLC 1.20% Add +1.5% 2,407 $1.2M
Total Investment Management Inc. 0.15% Add +30.0% 2,403 $1.2M
Permanent Capital Management, LP 0.24% — 2,083 $1.2M
Yarger Wealth Strategies, LLC 0.69% Add +104.9% 2,395 $1.1M
True North Advisors, LLC 0.31% Reduce -1.3% 2,390 $1.1M
Breakwater Capital Group 0.26% Add +0.1% 2,390 $1.1M
MADDEN SECURITIES Corp 0.51% Reduce -2.5% 2,384 $1.1M
Northwest Investment Counselors, LLC 0.29% Add +2.3% 2,381 $1.1M
Baxter Bros Inc. 0.15% Add +26.1% 2,377 $1.1M
Hurlow Wealth Management Group, Inc. 0.39% Reduce -4.3% 2,372 $1.1M
Concentric Wealth Management, LLC 0.29% Add +0.4% 2,360 $1.1M
Intrua Financial, LLC 0.18% Add +15.6% 2,359 $1.1M
Williams & Novak, LLC 1.05% Reduce -33.3% 2,357 $1.1M
JCIC Asset Management Inc. 0.46% No change 2,355 $1.1M
Arcadia Wealth Management, LLC 0.64% Add +3.6% 2,354 $1.1M
Park Edge Advisors, LLC 0.34% Add +210.3% 2,352 $1.1M
Aaron Wealth Advisors LLC 0.16% Add +0.7% 2,351 $1.1M
Community Financial Services Group, LLC 0.24% Reduce -5.1% 2,343 $1.1M
One Wealth Management Investment & Advisory Services, LLC 0.45% Reduce -5.1% 2,335 $1.1M
Jeppson Wealth Management, LLC 0.43% Add +0.4% 2,334 $1.1M
EWG Elevate Inc. 0.41% Reduce -2.0% 2,326 $1.1M
Core Wealth Partners LLC 0.75% Add +12.0% 2,299 $1.1M
Checchi Capital Advisers, LLC 0.09% Add +2.5% 2,286 $1.1M
Capstone Financial Advisors, Inc. 0.07% No change 2,283 $1.1M
Walden Wealth Partners LLC 0.61% Add +0.4% 2,270 $1.1M
Scientech Research LLC 0.22% New 2,266 $1.1M
First International Bank & Trust 0.37% Reduce -1.4% 2,263 $1.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.28% Add +34.1% 2,259 $1.1M
Heritage Wealth Management, Inc. 1.04% Reduce -13.6% 2,255 $1.1M
Trust Point Inc. 0.09% No change 2,244 $1.1M
Fiduciary Group, LLC 0.12% No change 2,230 $1.1M
TCTC Holdings, LLC 0.04% Reduce -11.5% 2,229 $1.1M
Delta Accumulation, LLC 5.94% Add +0.1% 2,218 $1.1M
Smith Salley Wealth Management 0.08% Add +24.2% 2,206 $1.1M
DGS Capital Management, LLC 0.30% Add +3.7% 2,206 $1.1M
Vise Technologies, Inc. 0.19% Add +79.9% 2,204 $1.1M
Scott & Selber, Inc. 0.34% No change 2,201 $1.1M
Inspirion Wealth Advisors, LLC 0.16% Reduce -0.1% 2,192 $1.1M
Envoi LLC 3.31% No change 2,180 $1.0M
Delta Financial Group, Inc. 0.44% Reduce -0.7% 2,178 $1.0M
Kapitalo Investimentos Ltda 0.31% New 2,160 $1.0M
Roble, Belko & Company, Inc 0.17% Reduce -22.0% 2,155 $1.0M
Richardson Capital Management LLC 0.79% Add +4.5% 2,156 $1.0M
L & S Advisors Inc 0.13% Reduce -5.0% 2,153 $1.0M
Maripau Wealth Management LLC 0.70% Reduce -8.8% 2,147 $1.0M
Cassady Schiller Wealth Management, LLC 0.42% Add +1352.7% 2,150 $1.0M
Redmont Wealth Advisors LLC 1.63% Reduce -26.7% 2,149 $1.0M
Philip James Wealth Mangement, LLC 0.69% Add +1.8% 2,149 $1.0M
Ruggaard & Associates LLC 0.48% Reduce -22.3% 2,145 $1.0M
Oak Harvest Investment Services 0.16% Add +15.7% 2,141 $1.0M
Arlington Capital Management, Inc. 0.89% Add +34.5% 2,141 $1.0M
Landmark Wealth Management, LLC 0.80% Reduce -76.1% 2,140 $1.0M
Transform Wealth, LLC 0.08% Add +108.1% 2,133 $1.0M
Ehrlich Financial Group 0.80% Add +60.0% 2,128 $1.0M
Trajan Wealth LLC 0.07% Reduce -3.4% 2,126 $1.0M
Estate Counselors, LLC 0.11% Reduce -61.9% 2,125 $1.0M
Murphy, Middleton, Hinkle & Parker, Inc. 0.59% Reduce -2.2% 2,125 $1.0M
Rise Advisors, LLC 0.54% Add +0.8% 2,122 $1.0M
New Century Financial Group, LLC 0.43% New 2,119 $1.0M
Howard Wealth Management, LLC 0.80% Add +0.4% 2,116 $1.0M
Lumbard & Kellner, LLC 0.48% No change 2,115 $1.0M
Wick Capital Partners, LLC 0.35% Add +300.8% 2,112 $1.0M
Sittner & Nelson, LLC 0.50% Add +10.5% 2,110 $1.0M
Darden Wealth Group Inc 0.61% Reduce -41.0% 2,098 $1.0M
Northstar Group, Inc. 0.20% Reduce -0.9% 2,085 $999K
Miller Investment Management, LP 0.12% No change 2,084 $998K
Harbor Group, Inc. 0.26% Reduce -0.7% 2,083 $998K
Condor Capital Management 0.10% Add +10.8% 2,082 $998K
Maple Capital Management, Inc. 0.08% Reduce -0.1% 2,082 $998K
Deltec Asset Management LLC 0.19% No change 2,081 $997K
Elevatus Welath Management 0.37% Add +11.0% 2,080 $997K
Sterling Financial Group, Inc. 0.45% No change 2,079 $996K
Viewpoint Capital Management LLC 0.61% No change 2,075 $994K
Beacon Investment Advisory Services, Inc. 0.04% New 2,073 $993K
Beacon Financial Advisory LLC 0.37% Reduce -2.0% 2,072 $993K
Fragasso Financial Advisors Inc 0.08% Reduce -1.7% 2,066 $990K
Geometric Wealth Advisors 0.20% Add +6.2% 2,066 $990K
Clark Capital Management Group, Inc. 0.01% Add +66.7% 2,060 $987K
Financial Advisors, LLC 0.20% No change 2,057 $986K
Grey Fox Wealth Advisors, LLC 0.35% Add +0.1% 2,054 $986K
CPR Investments Inc. 0.81% Add +43.2% 2,055 $985K
Independence Bank of Kentucky 0.26% Add +1.2% 2,055 $985K
Obsidian Cio, LLC 0.23% Reduce -3.5% 2,053 $983K
Mogy Joel R Investment Counsel Inc. 0.06% Reduce -14.6% 2,052 $983K
FreeGulliver LLC 0.67% Add +32.9% 2,051 $983K
Tanager Wealth Management LLP 0.15% Add +3.2% 2,048 $983K
Diversified Investment Strategies, LLC 0.69% Add +8.8% 2,047 $981K
Trivant Custom Portfolio Group, LLC 0.60% Add +2.0% 2,046 $980K
Iron Gate Global Advisors LLC 0.17% Reduce -11.8% 2,043 $979K
Wetzel Investment Advisors, Inc. 0.56% Add +4.8% 2,194 $974K
Trexquant Investment LP 0.01% New 2,030 $973K
Sonata Capital Group Inc. 0.50% Reduce -4.7% 2,027 $971K
17 Capital Partners, LLC 0.69% No change 2,026 $971K
Hengehold Capital Management LLC 0.10% Reduce -1.3% 2,004 $960K
IRON Financial LLC 0.53% Add +0.1% 1,991 $954K
Intelligence Driven Advisers, LLC 0.14% Reduce -7.1% 1,988 $953K
Jackson Square Capital, LLC 0.23% Add +12.9% 1,986 $951K
Welch Group, LLC 0.05% Add +20.7% 1,985 $951K
Archford Capital Strategies, LLC 0.15% Add +277.1% 1,980 $949K
Earned Wealth Advisors, LLC 0.36% Add +19.5% 1,976 $947K
IMA Advisory Services, Inc. 0.42% Reduce -2.4% 1,975 $946K
Private Capital Management, LLC 0.11% Add +0.7% 1,975 $946K
Lane & Associates LLC 0.56% Reduce -15.7% 1,972 $945K
Benchmark Financial Wealth Advisors, LLC 0.35% Add +40.8% 1,967 $943K
Chesapeake Asset Management LLC 0.90% Reduce -5.5% 1,964 $942K
Alliance Wealth Management Group 0.27% Add +0.1% 1,967 $942K
Towercrest Capital Management 0.16% Add +0.1% 1,967 $942K
Teamwork Financial Advisors, LLC 0.14% Reduce -18.6% 1,960 $939K
LCNB Corp. 0.35% No change 1,960 $939K
Forte Capital LLC 0.11% Reduce -1.3% 1,955 $937K
Monetary Management Group Inc. 0.25% No change 1,950 $934K
PAX Financial Group, LLC 0.18% New 1,946 $932K
Cahaba Wealth Management, Inc. 0.08% Reduce -4.9% 1,944 $931K
Cape Cod Five Cents Savings Bank 0.09% New 1,937 $928K
Piedmont Capital Management, LLC 0.63% No change 2,093 $926K
Shufro Rose & Co. LLC 0.08% No change 1,929 $924K
GM Advisory Group, LLC 0.06% Add +5.7% 1,928 $924K
Weatherly Asset Management L. P. 0.08% No change 1,923 $923K
Regatta Capital Group, LLC 0.20% Add +5.4% 1,926 $923K
Manchester Financial Inc. 0.23% Reduce -6.5% 1,924 $922K
Westhampton Capital, LLC 0.50% No change 1,923 $921K
Truepoint, Inc. 0.03% Add +4.2% 1,923 $921K
PYA Waltman Capital, LLC 0.34% No change 1,921 $921K
Mairs & Power Inc. 0.01% Reduce -47.1% 1,919 $919K
Ranch Capital Advisors Inc. 0.48% Reduce -4.3% 1,914 $918K
Atlantic Union Bankshares Corp 0.06% Add +4.9% 1,913 $917K
FMB Wealth Management 0.70% No change 1,910 $915K
Meritage Portfolio Management 0.06% Add +14.7% 1,908 $914K
Saiph Capital, LLC 0.41% Add +8.0% 1,907 $914K
Blue Investment Partners LLC 0.41% No change 1,906 $913K
Ami Investment Management Inc. 0.32% No change 1,902 $911K
Bluesphere Advisors LLC 0.46% Reduce -2.5% 1,899 $910K
Halbert Hargrove Global Advisors, LLC 0.05% No change 1,899 $910K
BIP Wealth, LLC 0.07% Add +1.3% 1,898 $909K
RB Capital Management, LLC 0.24% Reduce -8.9% 1,897 $909K
Second Line Capital, LLC 0.28% Add +99.2% 1,894 $908K
Great Diamond Partners, LLC 0.21% Add +0.4% 1,888 $905K
Wolff Wiese Magana LLC 0.71% Add +1.4% 1,876 $899K
S.A. Mason LLC 0.51% Add +3.3% 1,864 $893K
HFG Wealth Management, LLC 0.57% Add +0.1% 1,861 $892K
Cahill Financial Advisors Inc. 0.12% Add +1.4% 1,859 $891K
Parkside Financial Bank & Trust 0.14% Reduce -2.9% 1,857 $890K
Charles Schwab Trust Co 0.08% Add +4.7% 1,855 $889K
Connective Capital Management, LLC 1.66% New 1,843 $883K
Valley National Advisers Inc. 0.13% Reduce -1.2% 1,843 $883K
Girard Partners LTD. 0.08% Add +1.0% 1,841 $882K
ICW Investment Advisors LLC 0.40% Add +2.5% 1,841 $882K
Legacy Edge Advisors, LLC 0.16% Add +0.8% 1,836 $880K
Avalon Capital Management 0.28% Reduce -24.3% 1,834 $879K
Meridian Wealth Advisors, LLC 0.16% Add +0.1% 1,834 $879K
Aft, Forsyth & Company, Inc. 0.43% Add +2.0% 1,833 $878K
Heritage Trust Co 0.12% No change 1,833 $878K
Capital Wealth Management, LLC 0.40% Add +48.3% 1,823 $874K
Emfo, LLC 0.78% No change 1,821 $872K
Wealth Quarterback LLC 0.49% Reduce -89.5% 1,818 $871K
Eastover Investment Advisors LLC 0.41% New 1,778 $866K
Marquette Asset Management, LLC 0.15% Reduce -2.2% 1,807 $866K
Laffer Tengler Investments, Inc. 0.23% No change 1,804 $864K
Bridgewealth Advisory Group, LLC 0.38% Reduce -1.3% 1,792 $859K
Duncker Streett & Co. Inc. 0.17% Reduce -2.3% 1,792 $859K
Aspect Partners, LLC 0.51% Add +143.3% 1,791 $858K
Merrion Investment Management Co, LLC 0.59% Reduce -1.1% 1,786 $856K
Mma Asset Management LLC 0.40% Reduce -0.1% 1,786 $855K
W.G. Shaheen & Associates DBA Whitney & Co 0.10% Reduce -1.4% 1,783 $854K
Marex Group Ltd 0.02% New 1,770 $848K
Paragon Private Wealth Management, LLC 0.48% Reduce -10.0% 1,769 $848K
Rockingstone Advisors LLC 0.43% Reduce -2.2% 1,760 $843K
New Millennium Group LLC 0.55% Reduce -1.9% 1,754 $840K
Financial Sense Advisors, Inc. 0.27% Reduce -4.2% 1,754 $840K
Ergawealth Advisors, Inc. 0.46% Add +11.7% 1,748 $837K
TFO Wealth Partners, LLC 0.16% Reduce -15.4% 1,745 $836K
Aureus Asset Management, LLC 0.06% Add +39.3% 1,744 $836K
Heritage Wealth Advisors 0.04% No change 1,740 $834K
Rockwood Wealth Management, LLC 0.10% Add +78.5% 1,740 $834K
ARS Wealth Advisors Group, LLC 0.11% Reduce -5.7% 1,737 $832K
Coastal Bridge Advisors, LLC 0.21% Add +25.0% 1,736 $832K
Godsey & Gibb, Inc. 0.09% Add +75.7% 1,734 $831K
McDonough Capital Management, Inc 0.60% Add +1.6% 1,733 $830K
Acorn Wealth Advisors, LLC 0.41% Reduce -0.2% 1,724 $826K
Confluence Wealth Services, Inc. 0.07% Add +2.3% 1,711 $820K
D.B. Root & Company, LLC 0.28% Reduce -0.8% 1,707 $818K
Hudson Value Partners, LLC 0.35% Add +5.4% 1,706 $817K
Gilliland Jeter Wealth Management LLC 0.27% Add +4.7% 1,703 $816K
Whalerock Point Partners, LLC 0.22% No change 1,701 $815K
Portside Wealth Group, LLC 0.16% Reduce -38.0% 1,700 $814K
Northside Capital Management, LLC 0.14% No change 1,700 $814K
Sharkey, Howes & Javer 0.13% No change 1,696 $813K
White Pine Capital LLC 0.31% Add +3.0% 1,693 $811K
First Command Advisory Services, Inc. 0.01% Reduce -3.0% 1,691 $810K
Rockland Trust Co. 0.04% Reduce -5.6% 1,690 $810K
Wealth Dimensions Group, Ltd. 0.23% Add +1.8% 1,689 $809K
Allegheny Financial Group 0.23% Add +70.6% 1,689 $809K
PrairieView Partners, LLC 0.09% Reduce -0.1% 1,690 $809K
Bfsg, LLC 0.10% No change 1,676 $803K
Fortitude Family Office, LLC 0.46% No change 1,676 $803K
LS Investment Advisors, LLC 0.13% Reduce -3.1% 1,676 $803K
Prio Wealth Limited Partnership 0.02% Add +0.7% 1,673 $802K
Gilbert & Cook, Inc. 0.12% Reduce -6.5% 1,671 $801K
Facet Wealth, Inc. 0.02% Reduce -1.9% 1,749 $800K
Total Wealth Planning, LLC 0.13% No change 1,610 $799K
Country Trust Bank 0.02% Reduce -1.4% 1,668 $799K
Vista Capital Partners, Inc. 0.10% Add +3.0% 1,668 $799K
Durante & Waters, LLC 0.71% Add +3.8% 1,660 $795K
TFG Advisers LLC 0.31% Add +14.2% 1,657 $794K
Brendel Financial Advisors LLC 0.50% Reduce -4.7% 1,656 $793K
Moseley Investment Management Inc. 0.37% Reduce -4.5% 1,655 $793K
Correct Capital Wealth Management 0.18% Add +0.1% 1,652 $791K
Catalyst Private Wealth, LLC 0.42% No change 1,648 $790K
Graypoint LLC 0.05% Add +8.5% 1,643 $787K
Arlington Trust Co LLC 0.18% Add +3.4% 1,636 $784K
Athena Investment Management 0.47% No change 1,634 $783K
Key Financial Inc 0.19% Reduce -4.6% 1,634 $783K
Waddell & Associates, LLC 0.10% No change 1,633 $782K
Chesley Taft & Associates LLC 0.04% Reduce -31.5% 1,632 $782K
Charter Oak Capital Management, LLC 0.08% Reduce -4.0% 1,631 $782K
Maia Wealth LLC 0.23% — 1,571 $780K
Oakworth Capital, Inc. 0.06% Reduce -7.7% 1,625 $779K
Town & Country Bank & Trust CO dba First Bankers Trust CO 0.32% Add +1.8% 1,620 $776K
Ledyard National Bank 0.08% Add +31.9% 1,620 $776K
Wilson & Boucher Capital Management, LLC 0.59% Reduce -0.3% 1,616 $774K
Clifford Swan Investment Counsel LLC 0.03% Reduce -0.3% 1,616 $774K
Stordahl Capital Management, Inc. 0.19% Reduce -4.0% 1,614 $773K
Johnson Financial Group, Inc. 0.04% Reduce -1.6% 1,610 $773K
Trinity Legacy Partners, LLC 0.22% Add +24.9% 1,612 $772K
Investment Partners, LTD. 0.35% Reduce -4.3% 1,612 $772K
Arkos Global Advisors 0.12% Add +8.1% 1,609 $771K
Thompson Davis & Co., Inc. 0.67% Add +0.1% 1,609 $771K
Basso Capital Management, L.P. 0.69% Add +0.3% 1,607 $770K
Cutler Investment Counsel LLC 0.10% Reduce -0.3% 1,599 $767K
ORG Partners LLC 0.10% New 1,591 $767K
Compass Advisory Group LLC 0.34% Reduce -26.8% 1,597 $766K
Angeles Wealth Management, LLC 0.07% Add +3.6% 1,597 $765K
Zevin Asset Management LLC 0.12% Add +3.8% 1,596 $765K
PDS Planning, Inc 0.08% Add +12.7% 1,594 $764K
Miramar Capital, LLC 0.19% No change 1,592 $763K
Archvest Wealth Advisors, Inc. 0.51% Add +9.3% 1,582 $762K
FSB Premier Wealth Management, Inc. 0.34% Add +1.1% 1,584 $759K
Carlson Capital Management 0.04% Add +2.9% 1,569 $752K
Trustco Bank Corp. N Y 0.80% Add +25.2% 1,568 $751K
Synergy Financial Group, LTD 0.79% Reduce -0.3% 1,567 $751K
Park Place Capital Corp 0.24% Add +5.1% 1,567 $751K
Strategic Financial Partners, Ltd. 0.41% No change 1,561 $748K
Compass Ion Advisors, LLC 0.11% No change 1,683 $747K
Cyndeo Wealth Partners, LLC 0.06% Add +52.1% 1,559 $747K
Wealthgarden F.S. LLC 0.79% — 1,557 $746K
William Howard & Co Financial Advisors Inc 0.69% Add +28.7% 1,553 $744K
Jackson, Grant Investment Advisers, Inc. 0.30% Add +0.1% 1,553 $744K
Polymer Capital Management (HK) LTD 0.15% New 1,550 $743K
Colonial Trust Co / SC 0.13% Add +0.1% 1,549 $742K
Future Financial Wealth Managment LLC 0.65% Reduce -27.9% 1,547 $741K
Concord Wealth Partners 0.13% Reduce -14.1% 1,546 $741K
Peak Financial Management, Inc. 0.23% Reduce -4.3% 1,545 $741K
Aspire Capital Advisors LLC 0.24% Add +55.1% 1,545 $740K
Intellectus Partners, LLC 0.20% Add +0.8% 1,543 $740K
Cedrus LLC 0.37% Add +6.3% 1,541 $738K
BigSur Wealth Management LLC 0.23% Add +15.0% 1,535 $737K
Stephen J. Garry & Associates, LLC 0.75% No change 1,537 $736K
SilverOak Wealth Management LLC 0.18% Reduce -18.7% 1,536 $736K
Ascent Group, LLC 0.06% Reduce -3.1% 1,535 $736K
Ewa, LLC 0.30% Add +5.1% 1,531 $736K
Palo Alto Wealth Advisors, LLC 0.51% Add +45.8% 1,531 $734K
Kowal Investment Group, LLC 0.14% Add +0.3% 1,515 $726K
PFS Partners, LLC 0.46% Reduce -12.7% 1,511 $724K
RPg Family Wealth Advisory, LLC 0.24% Reduce -2.4% 1,508 $724K
Drive Wealth Management, LLC 0.19% Add +3.9% 1,504 $722K
Stelac Advisory Services LLC 0.30% Reduce -10.5% 1,500 $719K
Alpha Square Group S LLC 1.33% New 1,500 $719K
JGP Wealth Management, LLC 0.10% No change 1,500 $719K
Equita Financial Network, Inc. 0.30% Reduce -8.4% 1,496 $717K
Penbrook Management LLC 0.44% Add +1.7% 1,495 $716K
Marble Harbor Investment Counsel, LLC 0.08% No change 1,495 $716K
SFG Wealth Management, LLC. 0.41% Reduce -0.4% 1,493 $715K
Liberty Capital Management, Inc. 0.17% Add +88.4% 1,492 $715K
Vanguard Personalized Indexing Management, LLC 0.01% Add +9.2% 1,491 $714K
Patten Group, Inc. 0.17% Add +11.4% 1,490 $714K
Oldfather Financial Services, LLC 0.29% No change 1,487 $713K
IAG Wealth Partners, LLC 0.14% Add +46.4% 1,487 $712K
Carret Asset Management, LLC 0.08% No change 1,487 $712K
Custom Portfolio Group LLC 0.56% Reduce -7.8% 1,482 $711K
Verum Partners LLC 0.23% Reduce -3.5% 1,483 $711K
Encompass Wealth Advisors, LLC 0.19% Reduce -6.3% 1,482 $710K
Valley Wealth Managers, Inc. 0.06% Reduce -3.0% 1,481 $710K
ZynergyRetirementPlanningLLC 0.54% — 1,480 $709K
FRG Family Wealth Advisors LLC 0.14% No change 1,610 $708K
Montis Financial, LLC 0.32% Reduce -4.0% 1,473 $706K
Wealth Group Ltd 0.21% Reduce -1.4% 1,472 $705K
Brown, Lisle/Cummings, Inc. 0.23% No change 1,469 $704K
Marks Group Wealth Management, Inc 0.07% Add +9.6% 1,469 $704K
WESPAC Advisors SoCal, LLC 0.18% No change 1,468 $703K
LRI Investments, LLC 0.08% Add +9.8% 1,468 $703K
Ceera Investments, LLC 0.30% Add +62.6% 1,465 $702K
Highview Capital Management LLC 0.29% Reduce -1.7% 1,465 $702K
Nottingham Advisors, Inc. 0.08% No change 1,458 $699K
Woodward Diversified Capital, LLC 0.41% New 1,453 $696K
MassMutual Private Wealth & Trust, FSB 0.02% Add +23.7% 1,445 $692K
Twelve Points Wealth Management LLC 0.24% Add +36.2% 1,444 $692K
Noesis Capital Mangement Corp. 0.15% No change 1,442 $691K
Allen Capital Group, LLC 0.10% Add +0.3% 1,432 $686K
Cobblestone Capital Advisors LLC 0.04% Reduce -0.7% 1,432 $686K
Crumly & Associates Inc. 0.20% Add +16.3% 1,431 $686K
Sprinkle Financial Consultants LLC 0.54% Add +15.4% 1,430 $685K
Horst & Graben Wealth Management LLC 0.13% Add +0.1% 1,428 $684K
Essex LLC 0.15% Add +0.3% 1,426 $683K
SimpliFi, Inc. 0.31% Add +9.9% 1,417 $679K
PVG Asset Management Corp. 2.68% — 1,414 $677K
KFA Private Wealth Group, LLC 0.35% Add +15.9% 1,413 $677K
RWQ Financial Management Services, Inc. 0.24% Reduce -12.4% 1,410 $676K
Bellecapital International Ltd. 0.14% Add +24.0% 1,404 $673K
United Bank 0.34% Add +0.2% 1,403 $672K
Carrera Capital Advisors 0.22% — 1,394 $669K
ZWJ Investment Counsel Inc. 0.03% Add +25.6% 1,394 $668K
Hamilton Point Investment Advisors, LLC 0.13% No change 1,391 $668K
Sage Financial Group Inc. 0.06% Reduce -4.7% 1,390 $666K
Emerald Advisors, LLC 0.10% Reduce -0.4% 1,390 $666K
Peninsula Asset Management Inc. 0.37% Add +5.3% 1,386 $664K
Mosaic Family Wealth Partners, LLC 0.11% Add +1.8% 1,385 $664K
Old North State Trust, LLC 0.57% No change 1,383 $663K
Optimum Investment Advisors 0.30% Add +1.5% 1,384 $663K
American Institute for Advanced Investment Management, LLP 0.51% Add +1.8% 1,383 $663K
Up Strategic Wealth Investment Advisors LLC 1.00% Reduce -3.2% 1,378 $660K
DMC Group, LLC 0.57% New 1,377 $660K
Werba Rubin Papier Wealth Management 0.18% Add +20.0% 1,370 $656K
Ted Buchan & Co 0.35% Reduce -3.7% 1,363 $653K
Bell Investment Advisors, Inc 0.13% No change 1,359 $651K
Ables, Iannone, Moore & Associates, Inc. 0.43% Add +14.6% 1,356 $650K
McCollum Christoferson Group LLC 0.19% Reduce -12.0% 1,355 $649K
West Michigan Advisors, LLC 0.21% Reduce -0.4% 1,350 $648K
Northwest Capital Management Inc 0.24% No change 1,352 $648K
First National Advisers, LLC 0.12% No change 1,350 $647K
Stone Summit Wealth LLC 0.23% Add +0.5% 1,349 $646K
Deroy & Devereaux Private Investment Counsel Inc. 0.04% Add +5.9% 1,339 $642K
Farmers & Merchants Investments Inc. 0.02% Add +111.2% 1,339 $642K
Alexander Randolph Advisory, Inc. 0.60% Reduce -0.6% 1,338 $641K
Dodds Wealth, LLC 0.25% Reduce -3.7% 1,287 $641K
Alaethes Wealth, LLC 0.26% Add +149.3% 1,334 $640K
Pin Oak Investment Advisors Inc. 0.61% Add +2.8% 1,335 $640K
CGN Advisors LLC 0.07% Add +10.1% 1,335 $640K
Burns Matteson Capital Management, LLC 0.40% Reduce -1.0% 1,332 $638K
Von Berge Wealth Management Group, LLC 0.40% Add +0.1% 1,318 $635K
Barr E S & Co. 0.04% New 1,325 $635K
Charter Research & Investment Group, Inc. 0.50% No change 1,324 $634K
Wealth Alliance, LLC 0.08% Add +2.8% 1,324 $634K
Venturi Wealth Management, LLC 0.04% Add +3.4% 1,322 $633K
Sunesis Advisors, LLC 0.38% No change 1,322 $633K
TLWM 0.14% Reduce -0.4% 1,314 $630K
Hoffman, Alan N Investment Management 0.31% Reduce -2.3% 1,312 $629K
McLean Asset Management Corp 0.20% Add +2.6% 1,250 $629K
Clarity Capital Advisors, LLC 0.48% No change 1,308 $627K
C2C Wealth Management, LLC 0.61% No change 1,307 $626K
Cambridge Capital Management, LLC 0.46% Add +0.1% 1,306 $626K
Quotient Wealth Partners, LLC 0.02% Add +89.9% 1,299 $622K
Veracity Capital LLC 0.26% No change 1,297 $621K
Pennsylvania Capital Management Inc. 0.24% No change 1,295 $620K
SC&H Financial Advisors, Inc. 0.15% Reduce -1.8% 1,292 $619K
Union Investments & Development Ltd. 3.88% No change 10,000 $617K
RiverTree Advisors, LLC 0.42% Add +0.8% 1,284 $615K
3EDGE Asset Management, LP 0.05% Reduce -58.4% 1,282 $614K
St Germain D J Co. Inc. 0.03% Reduce -4.4% 1,278 $612K
Keystone Financial Services 0.25% Add +10.9% 1,276 $611K
Cooper/Haims Advisors, LLC 0.34% Add +5.7% 1,272 $609K
M. Kulyk & Associates, LLC 0.14% No change 1,266 $607K
Grandfield & Dodd, LLC 0.04% Add +63.2% 1,265 $606K
McAlister, Sweet & Associates, Inc. 0.43% Add +1.3% 1,258 $603K
Naviter Wealth, LLC 0.09% Add +41.1% 1,256 $602K
WestHill Financial Advisors, Inc. 0.15% Reduce -0.4% 1,256 $602K
Goepper Burkhardt LLC 0.27% No change 1,254 $601K
Tandem Capital Management Corp. 0.33% Add +16.4% 1,207 $599K
Farmers National Bank 0.18% Reduce -1.2% 1,246 $597K
Resolute Wealth Strategies, LLC 0.34% Add +0.2% 1,246 $597K
Constant Guidance Financial LLC 0.62% Reduce -10.6% 1,245 $596K
Navellier & Associates Inc. 0.07% New 1,244 $596K
Vestor Capital, LLC 0.05% Reduce -1.9% 1,242 $595K
Strata Wealth Advisors, LLC 0.20% No change 1,240 $594K
Index Fund Advisors, Inc. 0.03% Add +19.3% 1,238 $593K
Dunhill Financial, LLC 0.37% Reduce -53.1% 1,236 $592K
Cornerstone Capital, Inc. 0.06% New 1,235 $592K
RE Dickinson Investment Advisors, LLC 0.36% Add +16.9% 1,233 $592K
Lodestone Wealth Management LLC 0.31% Add +3.0% 1,234 $591K
Alpine Global Management, LLC 0.11% New 1,233 $591K
Excalibur Management Corp. 0.24% Add +0.1% 1,231 $590K
Zullo Investment Group, Inc. 0.26% No change 1,229 $589K
Thrive Wealth Management, LLC 0.12% Add +2.5% 1,226 $587K
Bill Few Associates, Inc. 0.23% Add +3.1% 1,225 $587K
Guidance Point Advisors, LLC 0.19% Add +0.3% 1,224 $587K
Signature Wealth Management Partners, LLC 0.44% Add +9.3% 1,219 $584K
InTrack Investment Management Inc 0.41% No change 1,215 $582K
IMS Capital Management 0.27% Add +0.9% 1,211 $582K
ICONIQ Capital, LLC 0.01% Add +0.2% 1,211 $580K
Seven Mile Advisory 0.43% No change 1,210 $580K
Addison Capital Co 0.25% Add +74.5% 1,204 $577K
Wealthstream Advisors, Inc. 0.21% Reduce -0.3% 1,204 $577K
Concord Asset Management, LLC 0.14% Add +8.0% 1,203 $576K
BlackRock Inc. 0.00% Add +8.6% 1,202 $576K
Buffington Mohr McNeal 0.10% Add +0.2% 1,199 $574K
Empirical Asset Management, LLC 0.22% Add +114.5% 1,199 $574K
Barnes Pettey Financial Advisors, LLC 0.49% Reduce -1.4% 1,198 $574K
Souders Financial Advisors 0.09% Reduce -5.5% 1,195 $573K
Consilium Wealth Advisory, LLC 0.31% Reduce -1.7% 1,191 $571K
Brasada Capital Management, LP 0.10% No change 1,159 $570K
WealthShield Partners, LLC 0.09% Reduce -4.0% 1,187 $570K
Pacific Sage Partners, LLC 0.14% No change 1,184 $567K
Brand Asset Management Group, Inc. 0.24% Add +26.8% 1,183 $567K
Diligent Investors, LLC 0.14% Add +13.4% 1,182 $566K
Investment Research & Advisory Group, Inc. 0.25% Add +0.1% 1,179 $565K
Butensky & Cohen Financial Security, Inc. 0.18% Reduce -2.2% 1,169 $560K
Greater Midwest Financial Group, LLC 0.35% Reduce -96.0% 1,207 $559K
DDFG, Inc 0.17% Add +0.6% 1,165 $558K
Donaldson Capital Management, LLC 0.02% Add +28.0% 1,162 $557K
Tamar Securities, LLC 0.09% Add +18.3% 1,158 $555K
Aries Wealth Management 0.17% No change 1,157 $554K
Security National Bank 0.08% No change 1,157 $554K
Precedent Wealth Partners, LLC 0.22% No change 1,157 $554K
Russell Investments Group, Ltd. 0.00% Add +375.3% 1,155 $554K
Abacus Planning Group, Inc. 0.11% Add +7.5% 1,151 $551K
Garrett Wealth Advisory Group, LLC 0.20% Add +0.9% 1,151 $551K
Pinnacle Wealth Planning Services, Inc. 0.08% No change 1,150 $551K
Auxano Advisors, LLC 0.15% Reduce -0.4% 1,150 $551K
Nicolet Advisory Services, LLC 0.05% Add +0.1% 1,094 $550K
Schrum Private Wealth Management LLC 0.49% Add +6.8% 1,144 $549K
LPWM LLC 0.19% No change 1,102 $548K
Curran Financial Partners, LLC 0.18% New 1,143 $548K
1834 Investment Advisors Co. 0.07% Reduce -1.0% 1,143 $548K
Whelan Financial 0.24% Reduce -3.9% 1,141 $547K
WPWealth LLP 0.13% Reduce -2.0% 1,131 $542K
Schneider Downs Wealth Management Advisors, LP 0.12% Add +2.6% 1,128 $540K
Custos Family Office, LLC 0.22% New 1,127 $540K
Creekside Partners 0.30% — 1,127 $540K
Lazard Freres Gestion S.A.S. 0.01% No change 1,125 $539K
Pitti Group Wealth Management, LLC 0.58% Add +3.8% 1,311 $537K
Highland Capital Management, LLC 0.03% Reduce -8.2% 1,114 $534K
Matrix Asset Advisors Inc. 0.06% Add +1.7% 1,108 $531K
Strategic Planning Group, LLC 0.12% Reduce -24.8% 1,108 $531K
Choice Wealth Advisors LLC 0.28% No change 1,102 $528K
Quest Investment Management LLC 0.06% Reduce -5.5% 1,099 $527K
Waller Financial Planning Group, Inc. 0.14% Reduce -6.8% 1,096 $525K
O'ROURKE & COMPANY, Inc 0.30% Reduce -1.5% 1,096 $525K
Summit Wealth & Retirement Planning, Inc. 0.18% No change 1,094 $524K
Johnson & White Wealth Management, LLC 0.50% Reduce -0.1% 1,090 $522K
Libra Wealth LLC 0.23% No change 1,088 $521K
RCS Financial Planning, LLC 0.31% New 1,083 $520K
Braun-Bostich & Associates Inc. 0.39% Reduce -73.3% 1,084 $519K
Mainstay Capital Management LLC 0.09% Reduce -27.4% 1,083 $519K
Motco 0.03% Add +88.5% 1,082 $518K
China Universal Asset Management Co., Ltd. 0.07% New 1,080 $518K
Hamilton Capital, LLC 0.04% Reduce -1.0% 1,081 $518K
Holland Advisory Services, Inc. 0.64% Add +10.9% 1,081 $518K
Clear Harbor Asset Management, LLC 0.05% Add +3.9% 1,081 $518K
RAM Investment Partners, LLC 0.15% Add +73.2% 1,081 $518K
Fairhaven Wealth Management, LLC 0.17% Reduce -0.5% 1,078 $517K
One Charles Private Wealth Services, LLC 0.21% Reduce -26.4% 1,078 $516K
OLIO Financial Planning 0.22% Reduce -0.9% 1,253 $515K
MTM Investment Management, LLC 0.21% No change 1,075 $515K
Flynn Zito Capital Management, LLC 0.26% Reduce -6.5% 1,074 $515K
Financial Synergies Wealth Advisors, Inc. 0.07% Add +9.3% 1,073 $514K
Raffa Wealth Management, LLC 0.15% Add +0.1% 1,072 $514K
Abbot Financial Management, Inc. 0.27% No change 1,071 $513K
Legacy Trust 0.13% No change 1,069 $512K
Gibson Capital, LLC 0.11% No change 1,069 $512K
RW Investment Management LLC 0.07% Add +0.4% 1,069 $512K
Brickley Wealth Management 0.11% No change 1,065 $510K
Bragg Financial Advisors, Inc 0.02% Add +15.8% 1,064 $510K
Dixon Mitchell Investment Counsel Inc. 0.03% No change 1,061 $509K
HTLF Bank 0.06% New 1,061 $508K
GAMMA Investing LLC 0.07% Add +165.0% 1,060 $508K
AlphaMark Advisors, LLC 0.18% Reduce -16.6% 1,057 $506K
Stonebridge Capital Advisors LLC 0.04% Reduce -32.8% 1,055 $505K
Divergent Planning, LLC 0.20% Add +25.9% 1,026 $504K
Syntax Research, Inc. 0.40% Reduce -78.6% 1,049 $503K
Xcel Wealth Management, LLC 0.16% Reduce -5.1% 1,048 $502K
Am Investment Strategies LLC 0.12% No change 1,047 $502K
Client 1ST Advisory Group, LLC 0.22% Add +0.1% 1,047 $502K
Horizons Wealth Management 0.40% Reduce -1.5% 1,055 $501K
Davis Capital Management 0.43% Add +44.0% 1,035 $499K
HTG Investment Advisors, Inc. 0.27% Add +40.5% 1,040 $498K
Biltmore Family Office, LLC 0.09% Reduce -20.5% 1,036 $497K
Arrien Investments, Inc. 0.39% Reduce -25.1% 1,037 $497K
Sageworth Trust Co 0.03% New 1,034 $495K
Baron Silver Stevens Financial Advisors, LLC 0.09% Add +11.4% 1,028 $493K
LTG Capital LLC 0.45% Reduce -2.1% 1,026 $492K
Collective Family Office LLC 0.14% Add +6.4% 1,026 $491K
BCU Wealth Advisors, LLC 0.36% Add +0.1% 1,024 $491K
Almanack Investment Partners, LLC. 0.08% Reduce -49.1% 1,024 $491K
JNBA Financial Advisors 0.05% Reduce -0.2% 1,024 $491K
Brogan Financial, Inc. 0.31% Add +0.1% 1,024 $491K
WASHINGTON TRUST Co 0.02% Add +6.4% 1,019 $488K
Wealth Alliance Advisory Group, LLC 0.11% Add +0.2% 1,015 $486K
Caitlin John, LLC 0.35% Reduce -10.1% 1,015 $486K
Bennett Selby Investments LP 0.22% Add +0.1% 1,012 $485K
Summit Financial Strategies, Inc. 0.06% Reduce -5.5% 1,008 $483K
Kickstand Ventures, Llc. 0.13% Reduce -0.3% 1,008 $483K
Union Savings Bank 0.25% No change 1,008 $483K
Koa Wealth Management, LLC 0.41% Add +1.6% 1,008 $483K
Gradient Capital Advisors, LLC 0.17% No change 1,005 $482K
Benson Investment Management Company, Inc. 0.20% Reduce -1.6% 1,004 $481K
Center for Financial Planning, Inc. 0.07% Reduce -3.4% 1,002 $480K
Abacus Wealth Partners, LLC 0.08% New 1,000 $479K
Campbell Capital Management Inc. 0.21% New 1,000 $479K
Clean Yield Group 0.18% Reduce -10.7% 1,000 $479K
HT Partners LLC 0.17% No change 1,000 $479K
Vaughan David Investments LLC 0.01% Reduce -20.0% 999 $479K
GG Group Ventures, LLC 0.66% — 1,034 $478K
Leisure Capital Management 0.22% No change 993 $476K
W1M Investment Management Ltd 0.01% No change 990 $474K
BOS Asset Management, LLC 0.22% No change 989 $474K
ABLE Financial Group, LLC 0.17% Add +17.5% 989 $474K
Baldwin Wealth Partners LLC 0.04% Reduce -21.6% 989 $474K
Oarsman Capital, Inc. 0.10% Reduce -17.5% 987 $473K
Tilia Fiduciary Partners, Inc. 0.37% Reduce -0.1% 986 $472K
Sunpointe, LLC 0.31% New 984 $472K
Westshore Wealth, LLC 0.20% Reduce -1.0% 984 $471K
Brio Consultants, LLC 0.08% Reduce -2.9% 983 $471K
Paradigm, Strategies in Wealth Management, LLC 0.29% Reduce -7.5% 981 $470K
Baskin Financial Services Inc. 0.04% Reduce -57.0% 980 $470K
TL Private Wealth 0.21% Add +0.1% 946 $470K
WealthPlan Investment Management, LLC 0.07% Add +21.6% 978 $469K
Beacon Financial Group 0.05% Reduce -3.4% 977 $468K
Whitener Capital Management, Inc. 0.14% Add +20.8% 972 $466K
Bremer Bank National Association 0.09% Reduce -7.5% 971 $465K
Fagan Associates, Inc. 0.08% Add +56.5% 970 $465K
Stockman Wealth Management, Inc. 0.08% Add +2.5% 969 $464K
Kennedy Investment Group, Inc. 0.23% Add +0.1% 968 $464K
Southeast Asset Advisors, LLC 0.06% No change 967 $463K
Brady Family Wealth, LLC 0.15% Add +4.9% 967 $463K
Sensible Money, LLC 0.23% No change 967 $463K
Kestra Investment Management, LLC 0.03% — 965 $462K
Hartford Financial Management Inc. 0.10% Reduce -0.1% 964 $462K
Wallace Advisory Group, LLC 0.33% Add +0.1% 962 $461K
Addison Advisors LLC 0.15% Add +5.7% 960 $460K
Single Point Partners, LLC 0.79% No change 957 $459K
Dixon Fnancial Services, Inc. 0.26% Add +1.7% 958 $459K
Kavar Capital Partners Group, LLC 0.08% Add +3.0% 952 $456K
LVZ, Inc. 0.06% No change 952 $456K
FWG Investments, LLC. 0.46% Add +14.3% 946 $453K
Legacy PCG, LLC 0.28% Reduce -10.0% 945 $453K
Dentgroup LLC 0.36% Reduce -3.0% 943 $452K
Primoris Wealth Advisors, LLC 0.36% Add +36.2% 941 $451K
Glass Jacobson Investment Advisors llc 0.16% Add +32.6% 940 $450K
Culbertson A N & Co. Inc. 0.08% No change 937 $449K
BOK Financial Private Wealth, Inc. 0.03% No change 935 $449K
Beese Fulmer Investment Management, Inc. 0.04% No change 931 $446K
Bricktown Capital, LLC 0.09% No change 929 $445K
Willow Creek Wealth Management Inc. 0.05% Reduce -2.6% 927 $444K
Alternative Investment Advisors, LLC. 0.25% Reduce -1.9% 923 $443K
New Capital Management LP 0.14% Add +5.9% 922 $442K
Pinnacle Financial Group, LLC / IL 0.19% New 918 $440K
Monograph Wealth Advisors, LLC 0.06% No change 917 $440K
Cape Ann Savings Bank 0.27% No change 918 $440K
Towerpoint Wealth, LLC 0.22% Add +8.0% 916 $439K
Redwood Wealth Management Group, LLC 0.33% Reduce -1.2% 914 $438K
One Wealth Map LLC 0.27% Add +65.4% 908 $438K
Gibbs Wealth Management 0.18% Add +6.3% 913 $437K
Stratos Investment Management, LLC 0.04% Add +38.0% 912 $437K
Icon Wealth Advisors, LLC 0.04% New 926 $436K
Vima LLC 0.96% Add +19.9% 910 $436K
Adell Harriman & Carpenter Inc. 0.03% Add +6.7% 908 $435K
Leeward Financial Partners, LLC 0.18% Add +15.7% 908 $435K
Valicenti Advisory Services Inc. 0.12% No change 907 $435K
Gitterman Wealth Management, LLC 0.17% Add +20.9% 907 $435K
Stablepoint Partners, LLC 0.08% Reduce -5.7% 936 $434K
Autumn Glory Partners, LLC 0.22% Add +2.7% 904 $433K
Shilanski & Associates, Inc. 0.15% Add +1.9% 904 $433K
Rice Partnership, LLC 0.09% No change 901 $432K
Gables Capital Management Inc. 0.23% Add +11.8% 900 $431K
Long Island Wealth Management, Inc. 0.30% No change 901 $431K
FIDELIS iM, LLC 0.21% Reduce -0.2% 896 $429K
Hershey Financial Advisers, LLC 0.38% — 894 $428K
Wrenne Financial Planning LLC 0.29% New 892 $427K
DiNuzzo Private Wealth, Inc. 0.06% No change 891 $427K
New England Professional Planning Group Inc. 0.22% No change 888 $425K
Aull & Monroe Investment Management Corp 0.21% No change 880 $422K
High Net Worth Advisory Group LLC 0.13% Add +6.5% 880 $422K
Mark Sheptoff Financial Planning, LLC 0.23% Reduce -8.4% 876 $420K
Bangor Savings Bank 0.04% No change 875 $419K
First Long Island Investors, LLC 0.04% No change 875 $419K
FLC Capital Advisors 0.10% Add +0.1% 873 $418K
Planning Alternatives Ltd. 0.07% New 873 $418K
Forte Asset Management LLC 0.25% Add +3.0% 870 $417K
GEM Asset Management, LLC 0.26% Add +0.1% 869 $416K
Financial Gravity Asset Management, Inc. 0.10% Reduce -51.2% 866 $415K
Legacy Financial Group, Inc. 0.16% Reduce -0.8% 864 $414K
WealthTrust Axiom LLC 0.14% Add +54.9% 863 $414K
Rockbridge Investment Management, LCC 0.06% Add +0.2% 862 $413K
Eclectic Associates Inc. 0.18% Add +18.7% 862 $413K
Beaird Harris Wealth Management, LLC 0.04% Add +15.0% 859 $412K
Nelson Capital Management, LLC 0.07% Add +0.2% 859 $412K
Gridiron Partners, LLC 0.26% No change 858 $411K
Provident Wealth Management, LLC 0.15% No change 857 $411K
Narus Financial Partners, LLC 0.17% Reduce -18.7% 856 $410K
Outfitters Financial LLC 0.34% Add +22.2% 854 $409K
Asset Planning Services Inc. /La/ 0.22% Reduce -5.0% 853 $409K
Heritage Investment Group, Inc. 0.06% No change 854 $409K
OMNI 360 Wealth, Inc. 0.31% No change 850 $407K
Councilmark Asset Management, LLC 0.29% No change 850 $407K
Bright Futures Wealth Management, LLC. 0.22% Add +1.1% 903 $405K
Twin Lakes Capital Management, LLC 0.28% Add +0.1% 844 $404K
International Private Wealth Advisors LLC 0.68% Add +5.5% 844 $404K
TPG Advisors LLC 0.34% — 843 $404K
Occidental Asset Management, LLC 0.07% Add +11.4% 842 $403K
Opus Capital Group, LLC 0.06% No change 840 $402K
WFA of San Diego, LLC 0.36% — 839 $402K
Canopy Partners, LLC 0.19% Reduce -0.4% 837 $401K
North Star Asset Management Inc. 0.02% Reduce -2.9% 837 $401K
Register Financial Advisors LLC 0.20% No change 835 $400K
Colonial Trust Advisors 0.04% Reduce -20.0% 834 $399K
GDS Wealth Management 0.04% Reduce -39.8% 832 $399K
4J Wealth Management LLC 0.33% No change 830 $398K
Gateway Advisory, LLC 0.07% Reduce -89.9% 828 $397K
Cascade Wealth Advisors, Inc 0.29% Reduce -55.3% 865 $396K
Waterfront Wealth Inc. 0.11% No change 817 $392K
Mountain Pacific Investment Advisers LLC 0.03% No change 817 $391K
Ruedi Wealth Management, Inc. 0.15% No change 815 $391K
Orcam Financial Group 0.42% No change 810 $388K
Crown Wealth Group, LLC 0.19% Reduce -19.6% 810 $388K
Bridges Investment Management Inc. 0.01% New 809 $388K
Schaper Benz & Wise Investment Counsel Inc. 0.03% No change 808 $387K
Sterling Investment Counsel, LLC 0.15% No change 808 $387K
Blue Chip Partners, LLC 0.04% Reduce -0.5% 808 $387K
Coombe, Bender & Co LLC 0.23% Add +6.1% 805 $386K
First Community Trust NA 0.33% No change 805 $386K
Orin Green Financial, LLC 0.18% New 805 $386K
X-Square Capital, LLC 0.14% Add +1.3% 802 $384K
Eubel Brady & Suttman Asset Management Inc. 0.06% Reduce -1.5% 801 $384K
Philadelphia Trust Co. 0.03% No change 802 $384K
Waterway Wealth Management, LLC 0.19% Reduce -29.7% 801 $384K
DORCHESTER WEALTH MANAGEMENT Co 0.07% No change 800 $383K
Lakeridge Wealth Management LLC 0.23% No change 800 $383K
Burkett Financial Services, LLC 0.20% Add +0.1% 799 $383K
Tenon Financial LLC 0.30% Add +4.1% 791 $379K
Gallagher Fiduciary Advisors, LLC 0.08% Add +8.4% 790 $379K
Members Trust Co 0.01% New 788 $378K
Sculati Wealth Management, LLC 0.16% Add +1.3% 787 $377K
Boston Trust Walden Corp 0.00% Reduce -6.0% 787 $377K
Phillips Financial Management, LLC 0.03% No change 786 $377K
Everhart Financial Group, Inc. 0.10% Add +3.9% 783 $375K
Boston Research & Management Inc. 0.09% Reduce -4.2% 783 $375K
Barlow Wealth Partners, LLC 0.05% Add +34.7% 808 $374K
Significant Wealth Partners LLC 0.21% New 780 $374K
Walled Lake Planning & Wealth Management, LLC 0.15% Add +63.3% 779 $373K
First Financial Bank - Trust Division 0.04% Reduce -46.5% 777 $372K
Rosenberg Matthew Hamilton 0.11% No change 771 $372K
Janiczek Wealth Management, LLC 0.08% Add +209.2% 773 $371K
MRA Advisory Group 0.21% Reduce -1.3% 773 $370K
Opal Wealth Advisors, LLC 0.12% Reduce -29.7% 773 $370K
Lynx Investment Advisory 0.27% — 773 $370K
Columbia Asset Management 0.07% Add +7.1% 772 $370K
Successful Portfolios LLC 0.26% No change 772 $370K
Maxwell Wealth Strategies Inc. 0.18% No change 771 $369K
Fortune Financial Advisors, LLC 0.23% Add +0.5% 771 $369K
One Degree Advisors Inc 0.18% New 772 $369K
River Street Advisors LLC 0.23% Add +17.6% 770 $369K
New Potomac Partners, LLC 0.20% No change 770 $369K
Paragon Financial Partners, Inc. 0.29% Add +14.9% 770 $369K
Baugh & Associates, LLC 0.19% Reduce -15.4% 650 $368K
Paragon Advisors, LLC 0.13% New 768 $368K
SYM FINANCIAL Corp 0.06% Reduce -12.3% 766 $367K
CNB Bank 0.18% No change 762 $365K
TAGStone Capital, Inc. 0.21% No change 760 $365K
Mayfair Advisory Group, LLC 0.25% Reduce -1.1% 737 $365K
Bridge Advisory, LLC 0.18% Add +0.1% 761 $365K
Verus Financial Partners, Inc. 0.04% No change 759 $364K
Range Financial Group LLC 0.19% Reduce -0.5% 758 $363K
Opes Wealth Management LLC 0.08% Add +49.5% 755 $362K
Shapiro Capital Management LLC 0.01% Add +7.4% 754 $361K
First Merchants Corp. 0.01% New 752 $360K
Kirr Marbach & Co. LLC 0.09% No change 750 $360K
Parker Financial LLC 0.20% No change 750 $359K
Nia Impact Advisors, LLC 0.13% New 750 $359K
Old Second National Bank of Aurora 0.09% No change 750 $359K
Skylands Capital, LLC 0.05% No change 750 $359K
Harvey Capital Management Inc. 0.09% No change 750 $359K
Corundum Group, Inc. 0.14% No change 745 $357K
Firestone Capital Management 0.10% Add +1.2% 744 $356K
First Bancorp, Inc 0.26% Reduce -1.5% 742 $356K
Benjamin Edwards Inc. 0.07% Add +10.3% 740 $355K
Cullinan Associates Inc. 0.02% No change 740 $355K
Family Firm, Inc. 0.08% Add +3.1% 738 $354K
Arbor Trust Wealth Advisors, LLC 0.18% Add +0.1% 733 $352K
Pavion Blue Capital, LLC 0.17% Reduce -7.2% 732 $351K
Olistico Wealth, LLC 0.22% Add +0.3% 732 $351K
Beverly Hills Private Wealth, LLC 0.08% No change 729 $349K
Compass Wealth Management LLC 0.09% New 728 $349K
Shira Ridge Wealth Management 0.19% No change 725 $347K
Blodgett Wealth Advisors, LLC 0.29% No change 723 $346K
Trinity Financial Advisors LLC 0.15% New 718 $345K
Francis Financial, Inc. 0.10% No change 718 $344K
Roberts Glore & Co. Inc. 0.10% No change 717 $344K
Peterson Financial Group, Inc. 2.09% Reduce -12.1% 717 $343K
First Western Trust Bank 0.02% No change 715 $343K
Vanguard Capital Wealth Advisors 0.23% No change 715 $343K
Wells Trecaso Financial Group, LLC 0.12% Reduce -2.7% 713 $342K
White Knight Strategic Wealth Advisors, LLC 0.34% Reduce -0.1% 712 $341K
Fernwood Investment Management, LLC 0.11% No change 711 $341K
Lakewood Asset Management LLC 0.24% No change 710 $340K
Mycio Wealth Partners, LLC 0.09% No change 710 $340K
Foster & Motley Inc. 0.02% Add +10.1% 709 $340K
Legacy Capital Group California, Inc. 0.12% Add +1.4% 706 $338K
Matthew Goff Investment Advisor, LLC 0.07% Add +0.9% 706 $338K
KMG Fiduciary Partners, LLC 0.03% No change 705 $338K
OneAscent Wealth Management LLC 0.18% Reduce -2.8% 704 $337K
Heritage Financial Services, LLC 0.05% Reduce -1.9% 703 $337K
Trust Co of the South 0.08% No change 698 $334K
Rooted Wealth Advisors, Inc. 0.15% Add +13.2% 694 $333K
Gen-Wealth Partners Inc 0.16% Reduce -0.4% 695 $333K
Debussy Capital Management LP 0.09% No change 692 $331K
Guardian Capital Advisors LP 0.03% No change 650 $327K
MN Wealth Advisors, LLC 0.19% Reduce -16.1% 1,180 $326K
Eagle Ridge Investment Management 0.03% No change 681 $326K
Nemes Rush Group LLC 0.04% Reduce -4.6% 679 $325K
Patton Albertson Miller Group, LLC 0.05% Reduce -1.4% 679 $325K
Bank of New Hampshire 0.08% Add +0.1% 677 $324K
Pension & Wealth Management Advisors, Inc. 0.19% Reduce -9.5% 673 $323K
Endowment Wealth Management, Inc. 0.23% Add +0.1% 671 $322K
Greenspring Advisors, LLC 0.08% No change 671 $321K
DDD Partners, LLC 0.04% No change 670 $321K
Windsor Capital Management, LLC 0.10% Add +45.8% 669 $321K
Brooklyn FI, LLC 0.13% Add +0.6% 669 $321K
Grove Bank & Trust 0.05% No change 669 $321K
Howe & Rusling Inc. 0.03% Reduce -1.3% 669 $320K
Capital Investment Counsel, Inc 0.05% Add +11.9% 667 $319K
John W. Brooker & Co., CPAs 0.16% Reduce -18.4% 665 $319K
EagleClaw Capital Managment, LLC 0.06% No change 665 $319K
Great Waters Wealth Management 0.05% Add +6.3% 663 $318K
Inspire Advisors, LLC 0.04% Reduce -62.0% 663 $318K
Catalyst Financial Partners LLC 0.07% No change 662 $317K
Moody LYNN Lieberson & Walker, LLC 0.02% Add +8.2% 662 $317K
ERn Financial, LLC 0.05% Add +12.8% 661 $317K
Atwater Malick LLC 0.11% No change 661 $317K
Criterion Capital Advisors, LLC 0.20% Add +0.1% 659 $316K
Sollinda Capital Management LLC 0.10% Reduce -89.8% 659 $316K
Exchange Bank 0.27% Reduce -11.0% 658 $315K
Trueblood Wealth Management, LLC 0.18% Add +28.9% 655 $314K
Rodgers Brothers Inc. 0.04% No change 655 $314K
Turtle Creek Wealth Advisors, LLC 0.07% Reduce -2.2% 654 $313K
Asset Planning Corporation 0.23% No change 651 $312K
Loudon Investment Management, LLC 0.18% No change 650 $311K
America First Investment Advisors, LLC 0.08% No change 648 $310K
Legacy Financial Group LLC 0.06% Reduce -0.6% 645 $309K
Oliver Luxxe Assets LLC 0.07% Add +16.0% 644 $309K
KWB Wealth 0.04% No change 695 $309K
Bridge Creek Capital Management LLC 0.10% Add +5.8% 644 $309K
Dechtman Wealth Management, LLC 0.07% Add +0.2% 643 $308K
Centerpoint Advisors, LLC 0.11% No change 642 $308K
Fusion Capital, LLC 0.14% Add +3.5% 642 $307K
Woodley Farra Manion Portfolio Management Inc. 0.02% Add +5.6% 640 $307K
Wambolt & Associates, LLC 0.09% No change 634 $306K
Prairie Sky Financial Group LLC 0.19% Add +12.4% 636 $305K
True Vision MN LLC 0.20% No change 633 $304K
V2 Financial group LLC 0.20% No change 650 $302K
Cetera Trust Company, N.A 0.19% No change 627 $300K
Adapt Wealth Advisors, LLC 0.19% No change 627 $300K
Horan Capital Advisors, LLC. 0.11% No change 625 $299K
Capital CS Group, LLC 0.34% Reduce -24.9% 622 $298K
Westwind Capital 0.07% Add +767.8% 37,435 $297K
Financial Network Wealth Advisors LLC 0.22% Add +9.1% 623 $297K
Parkside Advisors LLC 0.08% No change 615 $295K
Coston, McIsaac & Partners 0.09% No change 617 $295K
FOCUS Wealth Advisors, LLC 0.15% No change 615 $295K
Atlas Capital Advisors Inc. 0.04% No change 614 $294K
Lantern Wealth Advisors, LLC 0.21% Add +0.2% 614 $294K
Kraematon Investment Advisors, Inc. 0.30% Add +5.2% 613 $294K
Studio Investment Management LLC 0.07% Add +69.3% 611 $294K
QCM Cayman, Ltd. 3.16% Reduce -53.1% 611 $293K
Mengis Capital Management, Inc. 0.06% No change 610 $292K
AIMZ Investment Advisors, LLC 0.10% No change 609 $292K
Sloy Dahl & Holst, LLC 0.06% Add +0.3% 609 $292K
Spreng Capital Management, Inc. 0.15% New 607 $291K
Janus Henderson Group PLC 0.00% Add +28.6% 607 $291K
VAUGHAN & Co SECURITIES, INC. 0.18% No change 606 $290K
Heritage Wealth Management, Inc. 0.10% — 585 $290K
Shaker Financial Services, LLC 0.12% No change 603 $289K
Letson Investment Management, Inc. 0.13% No change 602 $288K
Seed Wealth Management, Inc. 0.25% No change 600 $288K
Forza Wealth Management, LLC 0.15% No change 600 $287K
1776 Wealth LLC 0.13% No change 600 $287K
Matisse Capital 0.14% No change 599 $287K
Thomasville National Bank 0.02% No change 598 $287K
Sweeney & Michel, LLC 0.12% Add +4.0% 575 $286K
Clarity Financial LLC 0.04% Reduce -11.0% 596 $286K
Elevation Wealth Partners, LLC 0.14% Add +12.4% 596 $286K
Benchmark Investment Advisors LLC 0.21% Add +5.5% 596 $286K
Indie Asset Partners, LLC 0.23% Reduce -19.9% 596 $285K
Able Wealth Management LLC 0.23% Add +16.9% 594 $285K
Wolf Group Capital Advisors 0.11% New 594 $285K
Washington Trust Bank 0.03% Reduce -16.1% 594 $285K
Rede Wealth, LLC 0.26% Reduce -26.4% 593 $284K
Heritage Wealth Management, LLC 0.16% Reduce -19.4% 591 $283K
Heritage Family Offices, LLP 0.16% — 591 $283K
Bath Savings Trust Co 0.03% No change 590 $283K
Herold Advisors, Inc. 0.07% No change 587 $282K
Bryant Woods Investment Advisors, LLC 0.20% Add +14.6% 785 $281K
Harvest Fund Management Co., Ltd 0.02% Reduce -7.3% 587 $281K
Strategic Point Investment Advisors, LLC 0.05% Add +13.6% 586 $281K
Interchange Capital Partners, LLC 0.10% Add +21.6% 585 $280K
Gimbal Financial 0.21% Add +0.2% 569 $280K
Biondo Investment Advisors, LLC 0.04% No change 582 $279K
SevenBridge Financial Group, LLC 0.06% New 633 $278K
Arbor Capital Management Inc. 0.25% No change 576 $278K
Valley Forge Investment Consultants Inc. Adv 0.10% No change 578 $277K
Graves Light Lenhart Wealth, Inc. 0.03% No change 572 $276K
Summa Corp. 0.13% No change 575 $275K
Bishop & Co Investment Management, LLC 0.17% No change 574 $275K
Synergy Asset Management, LLC 0.04% Reduce -22.8% 572 $274K
Vision Capital Management, Inc. 0.04% No change 570 $273K
Mosley Wealth Management 0.23% New 570 $273K
Blackhawk Capital Partners, LLC 0.16% Reduce -7.2% 565 $271K
Prevail Innovative Wealth Advisors, LLC 0.10% Reduce -49.4% 565 $271K
Wellington Shields Capital Management, LLC 0.05% Reduce -0.5% 563 $270K
TD Capital Management LLC 0.03% Add +0.2% 562 $269K
Harbor Capital Advisors, Inc. 0.02% New 561 $269K
Demars Financial Group, LLC 0.13% Reduce -0.9% 558 $267K
Better Money Decisions, LLC 0.20% Add +0.5% 556 $266K
Resurgent Financial Advisors LLC 0.17% Reduce -38.7% 552 $265K
Essex Private Wealth Management, LLC 0.67% No change 552 $264K
Clear Investment Research, LLC 0.34% Add +27.8% 552 $264K
Traphagen Investment Advisors LLC 0.03% New 552 $264K
Houlihan Financial Resource Group, Ltd. 0.18% No change 550 $264K
James J. Burns & Company, LLC 0.05% New 551 $264K
Sivia Capital Partners, LLC 0.18% Reduce -10.0% 550 $264K
LCM Capital Management Inc 0.16% Reduce -1.6% 550 $264K
Aviso Wealth Management 0.16% New 550 $264K
Dagco, Inc. 0.12% New 550 $264K
Versant Capital Management, Inc 0.07% No change 550 $264K
Cherry Tree Wealth Management, LLC 0.07% Reduce -21.8% 549 $263K
Allred Capital Management, LLC 0.10% No change 549 $263K
VestGen Investment Management 0.08% New 549 $263K
Rain Capital Management, LLC 0.19% No change 583 $263K
DCM Advisors, LLC 0.14% New 548 $263K
SPX Gestao de Recursos Ltda 0.04% New 545 $261K
PCA Investment Advisory Services Inc. 0.14% Reduce -3.7% 545 $261K
Broadview Financial Management, LLC 0.19% Reduce -11.3% 544 $261K
Fort Washington Investment Advisors Inc. 0.00% Reduce -0.4% 544 $261K
Ellevest, Inc. 0.02% Reduce -36.7% 543 $260K
Wiser Advisor Group LLC 0.41% Reduce -9.5% 543 $260K
Empire Financial Management Company, LLC 0.09% Add +3.2% 541 $260K
MJP Associates Inc. 0.05% New 541 $259K
Ferguson Shapiro LLC 0.10% Add +8.9% 536 $257K
Alexander Labrunerie & Co., Inc. 0.14% Reduce -1.8% 533 $255K
Weaver Capital Management LLC 0.08% Reduce -10.3% 533 $255K
Spectrum Planning & Advisory Services Inc. 0.25% — 528 $254K
Elevate Wealth Advisory, Inc. 0.21% New 529 $254K
Theory Financial LLC 0.12% Add +11.4% 528 $253K
Emprise Bank 0.16% New 527 $252K
CMH Wealth Management LLC 0.06% Reduce -2.2% 526 $252K
BetterWealth, LLC 0.08% Reduce -7.1% 526 $252K
Verity Asset Management, Inc. 0.10% New 525 $252K
1900 Wealth Management LLC 0.02% Reduce -1.7% 525 $252K
Tobias Financial Advisors, Inc. 0.05% Add +0.6% 524 $251K
Avion Wealth 0.07% Reduce -9.7% 522 $250K
Jacobs & Co. 0.03% Reduce -3.0% 520 $249K
Boston Common Asset Management, LLC 0.01% No change 519 $249K
Syntrinsic LLC 0.08% Add +0.2% 519 $249K
Burford Brothers, Inc. 0.14% New 519 $249K
Advus Financial Partners, LLC 0.08% Add +0.6% 517 $248K
Callahan Advisors, LLC 0.03% Reduce -7.4% 516 $247K
Elser Financial Planning, Inc 0.04% — 516 $247K
Northstar Advisory Group, LLC 0.14% Reduce -2.1% 515 $247K
City State Bank 0.10% Reduce -2.3% 515 $247K
Accent Capital Management, LLC 0.15% Add +18.7% 514 $246K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% No change 514 $246K
Perissos Private Wealth Management, LLC 0.22% Add +0.2% 514 $246K
Twin Capital Management Inc. 0.03% No change 512 $245K
Aviso Financial Inc. 0.01% — 512 $245K
Asset Advisors Investment Management, LLC 0.03% Reduce -28.1% 511 $245K
Quadrant Capital Group LLC 0.02% Add +0.8% 510 $244K
Garrison Point Advisors, LLC 0.16% Reduce -38.8% 510 $244K
Norris Perne & French LLP 0.02% No change 510 $244K
Legacy Wealth Management, LLC 0.02% Reduce -5.2% 508 $244K
Shearwater Capital LLC 0.18% No change 505 $242K
Tevis Investment Management 0.19% No change 504 $242K
Summit Financial Wealth Advisors, LLC 0.05% Reduce -21.9% 504 $241K
FinTrust Capital Advisors, LLC 0.04% Reduce -57.3% 503 $241K
Bulltick Wealth Management, LLC 0.07% Reduce -4.4% 502 $241K
Gordian Advisors LLC 0.23% Reduce -2.9% 501 $240K
Burton Enright Welch 0.06% No change 501 $240K
MorganRosel Wealth Management, LLC 0.08% No change 500 $240K
Gould Asset Management LLC 0.06% No change 500 $240K
Beck Mack & Oliver LLC 0.01% No change 500 $240K
Main Street Research LLC 0.02% New 499 $239K
Constitution Capital LLC 0.13% Add +10.2% 499 $239K
Argent Advisors, Inc. 0.10% Add +2.0% 499 $239K
Wayfinding Financial, LLC 0.13% No change 500 $239K
Hemington Wealth Management 0.08% No change 498 $238K
Morningstar Investment Services LLC 0.00% Reduce -16.8% 494 $238K
Bedel Financial Consulting, Inc. 0.03% Reduce -2.8% 495 $237K
L. Roy Papp & Associates, LLP 0.03% New 495 $237K
CoreFirst Bank & Trust 0.16% No change 495 $237K
Suncoast Equity Management 0.03% Reduce -11.1% 495 $237K
Grand Wealth Management, LLC 0.14% No change 494 $237K
Kelly Financial Services LLC 0.08% Add +1.2% 493 $236K
Gallacher Capital Management LLC 0.12% Reduce -0.2% 490 $235K
Delta Asset Management LLC 0.02% Add +42.0% 490 $235K
GoalVest Advisory LLC 0.07% Add +49.4% 487 $233K
Congress Asset Management Co. 0.00% Add +0.2% 486 $233K
Bell & Brown Wealth Advisors, LLC 0.09% New 478 $229K
First American Bank 0.02% No change 478 $229K
Litman Gregory Wealth Management LLC 0.02% New 477 $229K
Hendershot Investments Inc. 0.03% No change 477 $229K
ONE Advisory Partners, LLC 0.11% New 476 $228K
St. Johns Investment Management Company, LLC 0.11% Reduce -2.9% 474 $227K
Banco BTG Pactual S.A. 0.06% New 482 $227K
Pegasus Partners Ltd. 0.02% Reduce -10.3% 473 $227K
3Chopt Investment Partners, LLC 0.07% New 471 $226K
Whitford Management LLC 0.13% No change 469 $225K
Brooks, Moore & Associates, Inc. 0.14% No change 465 $223K
Wilkins Investment Counsel Inc. 0.03% Reduce -15.4% 465 $223K
Cedar Point Capital Partners, LLC 0.17% Reduce -2.1% 464 $222K
Strategic Investment Advisors / MI 0.03% New 463 $222K
Human Investing LLC 0.04% New 463 $222K
Sicart Associates LLC 0.08% New 461 $221K
TruNorth Capital Management, LLC 0.07% No change 461 $221K
Evoke Wealth, LLC 0.32% Reduce -97.4% 459 $220K
Vectors Research Management, LLC 0.07% Reduce -0.9% 460 $220K
Moller Wealth Partners 0.06% New 458 $219K
Middleton & Co. Inc. 0.03% Reduce -6.2% 456 $218K
Sonoma Private Wealth LLC 0.35% New 453 $217K
Hudson Capital Management LLC 0.08% No change 453 $217K
Corrado Advisors, LLC 0.14% New 453 $217K
Townsend & Associates, Inc 0.02% Reduce -5.7% 468 $217K
Tiller Private Wealth, Inc. 0.10% New 452 $217K
Strong Tower Advisory Services 0.07% New 450 $216K
Whitcomb & Hess, Inc. 0.07% Reduce -43.8% 450 $216K
Lynch & Associates 0.05% Reduce -10.9% 450 $216K
Spectrum Financial Alliance Ltd LLC 0.08% New 448 $215K
Lantz Financial LLC 0.07% New 447 $214K
Clay Northam Wealth Management, LLC 0.16% New 447 $214K
Sage Rhino Capital LLC 0.05% New 447 $214K
LMG Wealth Partners, LLC 0.05% New 444 $213K
Fi3 FINANCIAL ADVISORS, LLC 0.09% Reduce -9.4% 444 $213K
Old North State Wealth Management, LLC 0.14% New 442 $213K
Continuum Wealth Advisors, LLC 0.11% Reduce -67.7% 442 $212K
Prairie Wealth Advisors, Inc. 0.11% Reduce -3.7% 441 $212K
Rench Wealth Management, Inc. 0.08% Reduce -2.9% 441 $212K
Caldwell Sutter Capital, Inc. 0.10% Reduce -18.5% 441 $211K
Santori & Peters, Inc. 0.09% New 441 $211K
Douglass Winthrop Advisors, LLC 0.00% New 440 $211K
Praetorian Wealth Management, Inc. 0.05% New 439 $210K
SkyView Investment Advisors, LLC 0.04% New 436 $209K
Mittelman Wealth Management 0.13% Reduce -9.4% 434 $208K
Morling Financial Advisors, LLC 0.09% New 433 $207K
One Wealth Advisors, LLC 0.04% No change 460 $207K
Advisor Resource Council 0.27% Reduce -10.1% 8,436 $207K
Rezny Wealth Management, Inc. 0.06% New 432 $207K
First Financial Bankshares Inc 0.00% Reduce -36.0% 432 $207K
Fairfield, Bush & Co. 0.12% New 431 $207K
Dynamic Technology Lab Private Ltd 0.02% New 430 $206K
Pathway Financial Advisers, LLC 0.07% Add +4.1% 433 $206K
Heartwood Wealth Advisors LLC 0.02% New 426 $204K
Wharton Business Group, LLC 0.01% Reduce -16.6% 426 $204K
Navalign, LLC 0.06% New 425 $203K
Drucker Wealth 3.0, LLC 0.05% — 424 $203K
Cascade Investment Group, Inc. 0.16% Reduce -45.0% 424 $203K
LVW Advisors, LLC 0.03% New 424 $203K
Cairn Investment Group, Inc. 0.12% Reduce -86.3% 423 $203K
Burke & Herbert Bank & Trust Co. 0.05% New 423 $203K
Moody National Bank Trust Division 0.02% New 423 $203K
Triton Financial Group Inc 0.14% New 422 $202K
Skyline Advisors, Inc. 0.09% New 420 $201K
Awm Capital, LLC 0.03% New 419 $201K
Edmonds Duncan Registered Investment Advisors, LLC 0.05% New 419 $201K
Cable Hill Partners, LLC 0.02% New 417 $200K
IFS Advisors, LLC 0.17% No change 414 $198K
Evermay Wealth Management LLC 0.03% Add +0.2% 413 $198K
Robinswood Financial LLC 0.08% Add +274.6% 412 $197K
M&R Capital Management Inc. 0.05% No change 412 $197K
Laurel Wealth Advisors LLC 0.03% Reduce -24.7% 405 $194K
Pineridge Advisors LLC 0.07% Add +190.6% 401 $192K
Hills Bank & Trust Co 0.01% Reduce -16.4% 381 $183K
HighMark Wealth Management LLC 0.11% No change 377 $180K
Triad Wealth Partners, LLC 0.09% New 367 $176K
Missouri Trust & Investment Co 0.07% Reduce -1.4% 365 $175K
Resources Management Corp. /CT/ 0.02% No change 355 $170K
Bare Financial Services, Inc 0.09% No change 356 $168K
Mowery & Schoenfeld Wealth Management, LLC 0.24% No change 345 $165K
United Community Bank 0.07% No change 340 $163K
Horrell Capital Management, Inc. 0.05% No change 337 $161K
Cyrus J. Lawrence, LLC 0.03% No change 333 $159K
Spirit of America Management Corp. 0.03% New 329 $158K
Ceeto Capital Group, LLC 0.06% No change 324 $155K
Cypress Capital Management LLC (WY) 0.16% No change 315 $151K
Aspire Private Capital, LLC 0.04% No change 315 $151K
Stone House Investment Management, LLC 0.04% Add +5.9% 306 $146K
First Pacific Financial 0.04% No change 302 $145K
Goldstream Capital Management Ltd 0.07% No change 300 $144K
Centennial Bank 0.07% No change 300 $144K
Koesten, Hirschmann & Crabtree, INC. 0.09% No change 323 $143K
Perkins Coie Trust Co 0.03% No change 299 $143K
Gould Capital, LLC 0.10% No change 295 $141K
SRH Advisors, LLC 0.05% No change 295 $141K
TFC Financial Management, Inc. 0.02% No change 291 $139K
Asset Management One Co., Ltd. 0.00% Reduce -45.6% 290 $139K
BBJS Financial Advisors, LLC 0.05% Add +38.5% 288 $138K
Jag Capital Management, LLC 0.02% Add +5.5% 287 $138K
Cranbrook Wealth Management, LLC 0.03% No change 285 $137K
Planning Capital Management Corp 0.09% Reduce -24.1% 280 $134K
Partnership Wealth Management, LLC 0.10% No change 280 $134K
Private Wealth Management Group, LLC 0.06% No change 277 $133K
SJS Investment Consulting Inc. 0.03% No change 273 $131K
Avalon Trust Co 0.01% No change 273 $131K
Breakwater Investment Management 0.06% No change 272 $130K
Thomas J. Herzfeld Advisors, Inc. 0.05% No change 270 $129K
Innealta Capital, LLC 0.04% New 267 $128K
West Branch Capital LLC 0.05% No change 267 $128K
Anfield Capital Management, LLC 0.06% Reduce -98.7% 264 $126K
REAP Financial Group, LLC 0.03% Reduce -2.6% 261 $125K
Nvwm, LLC 0.03% Reduce -29.3% 253 $121K
Pinnacle Holdings, LLC 0.06% New 246 $118K
Prestige Wealth Management Group LLC 0.03% Reduce -11.1% 241 $116K
Western Pacific Wealth Management, LP 0.09% No change 238 $114K
MV Capital Management, Inc. 0.01% No change 228 $109K
Moisand Fitzgerald Tamayo, LLC 0.02% Add +282.8% 222 $106K
Strategic Investment Solutions, Inc. 0.03% — 220 $104K
Atwood & Palmer Inc. 0.01% New 211 $101K
Semmax Financial Advisors Inc. 0.03% No change 218 $101K
Annis Gardner Whiting Capital Advisors, LLC 0.03% No change 207 $99K
Canton Hathaway, LLC 0.03% New 205 $98K
Signature Resources Capital Management, LLC 0.08% Add +8.0% 202 $97K
RFP Financial Group LLC 0.04% Add +852.4% 200 $96K
Financial Connections Group, Inc. 0.05% Add +38.0% 196 $94K
First Personal Financial Services 0.02% New 190 $91K
Keener Financial Planning LLC 0.06% No change 189 $90K
Princeton Global Asset Management LLC 0.02% Add +46.8% 182 $87K
Stonehage Fleming Financial Services Holdings Ltd 0.00% New 177 $85K
Washington Trust Advisors, Inc. 0.01% No change 175 $84K
Central Bank & Trust Co. 0.01% Add +235.3% 171 $82K
Painted Porch Advisors LLC 0.05% New 168 $81K
Piscataqua Savings Bank 0.07% No change 160 $77K
Northwest Bank & Trust Co 0.06% No change 160 $77K
Providence Capital Advisors, LLC 0.02% New 158 $76K
Financial Management Professionals, Inc. 0.01% Add +516.0% 154 $74K
Alphadyne Asset Management LP 0.03% New 148 $71K
Bray Capital Advisors 0.02% Add +78.0% 146 $70K
EnRich Financial Partners LLC 0.03% No change 145 $69K
Iron Horse Wealth Management, LLC 0.03% No change 142 $68K
American Capital Advisory, LLC 0.05% Reduce -30.3% 161 $66K
Operose Advisors LLC 0.02% No change 135 $65K
Mb, Levis & Associates, LLC 0.03% No change 134 $64K
Halpern Financial, Inc. 0.02% Add +73.7% 132 $63K
Hoese & Co LLP 0.06% No change 140 $63K
CarsonAllaria Wealth Management, Ltd. 0.04% Add +27.2% 131 $63K
Logan Capital Management Inc. 0.00% No change 127 $61K
Hexagon Capital Partners LLC 0.01% Reduce -7.6% 122 $58K
PFG Private Wealth Management, LLC 0.04% Add +572.2% 121 $58K
Atlantic Edge Private Wealth Management, LLC 0.02% Reduce -48.0% 119 $57K
Barrett & Company, Inc. 0.03% No change 118 $57K
Loomis Sayles & Co. L P 0.00% New 113 $54K
Foster Dykema Cabot & Partners, LLC 0.00% No change 111 $53K
Riverview Trust Co 0.05% No change 109 $52K
Bear Mountain Capital, Inc. 0.02% No change 103 $51K
Red Tortoise LLC 0.03% No change 104 $50K
Spectrum Wealth Counsel, LLC 0.01% No change 100 $48K
Robinson Capital Management, LLC 0.02% No change 100 $48K
Annapolis Financial Services, LLC 0.02% No change 99 $48K
Tradewinds Capital Management, LLC 0.01% Reduce -3.9% 98 $47K
CGC Financial Services, LLC 0.02% Add +736.4% 92 $44K
Chelsea Counsel Co. 0.02% No change 91 $44K
Bramshill Investments, LLC 0.00% New 91 $44K
Voisard Asset Management Group, Inc. 0.02% No change 86 $41K
Blume Capital Management, Inc. 0.01% No change 85 $41K
Ritter Daniher Financial Advisory LLC / DE 0.01% Reduce -23.1% 83 $40K
New England Capital Financial Advisors LLC 0.02% No change 82 $39K
Gleason Group, Inc. 0.01% Reduce -4.9% 78 $37K
Farmers & Merchants Trust Co of Chambersburg PA 0.01% No change 75 $36K
Legacy Bridge, LLC 0.02% Add +4.2% 75 $36K
True Wealth Design, LLC 0.01% No change 73 $35K
Milestone Investment Advisors LLC 0.01% New 66 $32K
SWS Partners 0.01% New 65 $31K
CKW Financial Group 0.00% Reduce -97.7% 65 $31K
Mechanics Financial Corp 0.02% New 63 $30K
Ogorek Anthony Joseph /NY/ 0.01% No change 63 $30K
Capital Management Associates 0.04% No change 62 $30K
Citizens National Bank Trust Department 0.01% No change 61 $29K
NBT Bank, N.A. 0.00% No change 57 $27K
Arena Investors LP 1.12% New 162,415 $21K
Hoey Investments, Inc. 0.00% No change 41 $20K
Broadwater Capital Management LLC 0.01% No change 32 $15K
Sawyer & Company, Inc 0.01% No change 32 $15K
C M Bidwell & Associates Ltd. 0.01% No change 30 $14K
Covestor Ltd 0.01% No change 30 $14K
Accordant Advisory Group Inc 0.01% No change 28 $13K
PayPay Securities Corp 1.04% Reduce -60.0% 26 $12K
Bellevue Asset Management, LLC 0.01% No change 22 $11K
1620 Investment Advisors, Inc. 0.01% New 20 $10K
Cypress Capital, LLC 0.00% New 19 $9K
Camelot Portfolios, LLC 0.01% New 19 $9K
Nordwand Advisors, LLC 0.00% No change 19 $9K
Hanson & Doremus Investment Management 0.00% No change 18 $9K
FPC Investment Advisory, Inc. 0.01% No change 15 $7K
Creative Capital Management Investments LLC 0.00% No change 15 $7K
Legacies Wealth LLC 0.01% No change 14 $7K
DecisionPoint Financial, LLC 0.00% No change 11 $5K
Berkshire Capital Holdings Inc. 0.00% No change 10 $5K
Frazier Financial Advisors, LLC 0.00% Add +125.0% 9 $4K
MidAtlantic Capital Management, Inc. 0.00% No change 9 $4K
HBC Financial Services, PLLC 0.00% No change 10 $4K
Investors Research Corp 0.00% No change 8 $4K
4Thought Financial Group Inc. 0.00% Add +50.0% 6 $3K
Wells Financial Advisors INC 0.00% No change 5 $2K
Hillsdale Investment Management Inc. 0.00% No change 5 $2K
McClarren Financial Advisors, Inc. 0.02% Add +86.7% 6,707 $2K
Slocum, Gordon & Co LLP 0.00% New 4 $2K
PEAK6 Investments LLC 0.00% Add +50.0% 3 $1K
Valued Wealth Advisors LLC 0.00% No change 2 $970
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.00% No change 1 $479
Quent Capital, LLC 0.00% Reduce -93.8% 1 $417

"% 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.